GPIXGOLDMAN SACHS ETF TR
CUSIP 38149W622 · Yahoo Finance ↗ · Google Finance ↗
Goldman Sachs Etf Tr (GPIX) has 317 institutional holders in Filings Flow’s 13F database, together reporting 35.50M shares worth $1.8B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Requisite Capital Management, LLC.
Institutional Holders
317
Q1 2026
Reported Value
$1.8B
Ticker
GPIX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.07% | $254M | 5.09M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $148M | 2.96M | Q1 2026 |
| Requisite Capital Management, LLC$537M AUM | 21.61% | $116M | 2.32M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.11% | $104M | 2.09M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $86M | 1.72M | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 7.58% | $80M | 1.60M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $60M | 1.21M | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 12.69% | $46M | 909.8K | Q1 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 14.54% | $44M | 887.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $38M | 763.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $38M | 761.7K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.62% | $30M | 600.5K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 8.48% | $30M | 568.2K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.50% | $29M | 582.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.04% | $29M | 575.3K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 1.53% | $22M | 431.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 424.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $21M | 414.0K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 1.98% | $19M | 383.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 376.6K | Q1 2026 |
| Graney & King, LLC$186M AUM | 10.04% | $19M | 372.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.12% | $18M | 343.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $17M | 336.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 294.9K | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 1.07% | $14M | 282.8K | Q1 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 2.48% | $14M | 274.7K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 2.22% | $14M | 274.6K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $14M | 273.6K | Q2 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 2.20% | $13M | 253.5K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 2.16% | $11M | 229.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 222.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 217.5K | Q1 2026 |
| JMAC ENTERPRISES LLC$522M AUM | 2.00% | $10M | 208.8K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 1.87% | $10M | 205.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $9M | 189.6K | Q1 2026 |
| Investors Portfolio Services LLC$108M AUM | 8.77% | $9M | 189.1K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 1.31% | $9M | 172.3K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 165.4K | Q1 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.20% | $7M | 140.0K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $7M | 146.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 134.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 129.2K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 1.75% | $6M | 126.8K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 1.08% | $6M | 120.1K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 1.78% | $6M | 115.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $6M | 113.6K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.06% | $5M | 111.4K | Q1 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 4.10% | $5M | 108.1K | Q1 2026 |
| American Alpha Advisors, LLC$188M AUM | 2.80% | $5M | 105.4K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 1.06% | $5M | 102.1K | Q1 2026 |
| Whalen Wealth Management Inc.$187M AUM | 2.62% | $5M | 97.7K | Q1 2026 |
| Cedarwood Wealth LLC$99M AUM | 4.77% | $5M | 94.4K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.06% | $5M | 93.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 93.4K | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 1.15% | $5M | 93.0K | Q1 2026 |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 1.81% | $5M | 92.3K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $5M | 91.9K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.47% | $5M | 91.3K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.80% | $4M | 84.1K | Q4 2025OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.71% | $4M | 86.8K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.08% | $4M | 86.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 85.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 84.6K | Q1 2026 |
| Semus Wealth Partners LLC$179M AUM | 2.35% | $4M | 84.2K | Q1 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 1.48% | $4M | 81.9K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 81.9K | Q1 2026 |
| Aurora Private Wealth, Inc.$140M AUM | 2.90% | $4M | 77.2K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.12% | $4M | 80.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 79.8K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.22% | $4M | 78.3K | Q2 2025OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.30% | $4M | 76.7K | Q1 2026 |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.97% | $4M | 76.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 75.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 69.9K | Q1 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 0.51% | $3M | 69.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 68.7K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.20% | $3M | 67.3K | Q1 2026 |
| American National Bank of Texas$105M AUM | 3.12% | $3M | 65.5K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.69% | $3M | 63.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.11% | $3M | 63.3K | Q1 2026 |
| Cannon Advisors, Inc.$135M AUM | 2.35% | $3M | 63.2K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.08% | $3M | 63.2K | Q1 2026 |
| Tandem Financial, LLC$314M AUM | 1.01% | $3M | 63.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $3M | 59.6K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 62.3K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.06% | $3M | 60.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 59.0K | Q1 2026 |
| Invst, LLC$886M AUM | 0.33% | $3M | 59.0K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.65% | $3M | 57.7K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.16% | $3M | 55.7K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.11% | $3M | 57.1K | Q1 2026 |
| Guild Investment Management, Inc.$140M AUM | 2.11% | $3M | 53.9K | Q4 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $3M | 55.9K | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 1.01% | $3M | 54.9K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.16% | $3M | 53.6K | Q1 2026 |
| POTENTIA WEALTH$259M AUM | 1.01% | $3M | 52.2K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.73% | $3M | 51.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 51.0K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.06% | $3M | 50.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 51.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.05% | $2M | 49.8K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.15% | $2M | 48.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.09% | $2M | 47.4K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 1.20% | $2M | 47.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 46.3K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.16% | $2M | 43.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 46.1K | Q1 2026 |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 1.60% | $2M | 42.2K | Q4 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.72% | $2M | 44.0K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.48% | $2M | 41.4K | Q1 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 0.92% | $2M | 39.6K | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $2M | 41.2K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.11% | $2M | 38.9K | Q3 2025OLDER |
| INVESTMENT COUNSEL CO OF NEVADA$44M AUM | 4.51% | $2M | 40.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 38.9K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.11% | $2M | 38.6K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.30% | $2M | 37.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 38.3K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.12% | $2M | 38.1K | Q2 2025OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.27% | $2M | 37.1K | Q1 2026 |
| Investment Planning Advisors, Inc.$363M AUM | 0.49% | $2M | 35.5K | Q1 2026 |
| Aurdan Capital Management, LLC$333M AUM | 0.53% | $2M | 35.5K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 1.00% | $2M | 35.4K | Q1 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 0.97% | $2M | 34.7K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.06% | $2M | 33.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 34.6K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 33.4K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.78% | $2M | 31.4K | Q1 2026 |
| Trask Adam Roland$106M AUM | 1.48% | $2M | 31.3K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 29.5K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.02% | $1M | 28.3K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.49% | $1M | 27.4K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.28% | $1M | 27.3K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 25.5K | Q1 2026 |
| Ascension Capital Advisors, Inc.$318M AUM | 0.40% | $1M | 25.4K | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 1.32% | $1M | 25.5K | Q2 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 23.9K | Q1 2026 |
| Meadowbrook Wealth Management, LLC$93M AUM | 1.58% | $1M | 23.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 23.7K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.41% | $1M | 23.6K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 23.0K | Q1 2026 |
| NFSG Corp$608M AUM | 0.18% | $1M | 22.5K | Q1 2026 |
| SMART Wealth LLC$341M AUM | 0.32% | $1M | 22.0K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 21.8K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.12% | $1M | 21.8K | Q1 2026 |
| WINNOW WEALTH LLC$130M AUM | 0.84% | $1M | 21.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 21.0K | Q1 2026 |
| Verity Asset Management, Inc.$238M AUM | 0.45% | $1M | 19.8K | Q4 2025OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.78% | $1M | 20.6K | Q1 2026 |
| Concentrum Wealth Management$339M AUM | 0.30% | $1M | 20.2K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.19% | $1M | 20.1K | Q1 2026 |
| GKV Capital Management Co., Inc.$267M AUM | 0.38% | $1M | 20.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $994,820 | 19.9K | Q1 2026 |
| Portfolio Strategies, Inc.$811M AUM | 0.12% | $991,848 | 19.0K | Q3 2025OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.27% | $990,162 | 19.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $962,477 | 19.2K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.19% | $955,788 | 19.1K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $946,757 | 18.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $945,801 | 18.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $941,655 | 18.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $940,006 | 18.8K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.47% | $913,080 | 18.2K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $882,875 | 17.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $869,696 | 17.4K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $861,389 | 17.2K | Q1 2026 |
| Ulland Investment Advisors, LLC$117M AUM | 0.73% | $854,000 | 17.1K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.23% | $844,425 | 16.9K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $835,179 | 16.7K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.18% | $818,302 | 16.4K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.13% | $796,548 | 16.0K | Q2 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $787,730 | 15.7K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.17% | $769,005 | 15.5K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 0.47% | $765,112 | 15.3K | Q1 2026 |
| Next Level Private LLC$511M AUM | 0.17% | $765,018 | 15.3K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $764,174 | 14.5K | Q4 2025OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.21% | $744,947 | 14.9K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $742,043 | 14.8K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.02% | $734,337 | 14.7K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.49% | $721,059 | 14.4K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.01% | $698,387 | 14.0K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.03% | $665,636 | 13.3K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.03% | $658,174 | 13.2K | Q1 2026 |
| Guided Capital Wealth Management, LLC$152M AUM | 0.43% | $654,073 | 13.1K | Q1 2026 |
| URS Advisory LLC$137M AUM | 0.48% | $652,690 | 13.0K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.11% | $643,364 | 12.9K | Q1 2026 |
| Synergy Financial Group, LTD$133M AUM | 0.48% | $635,921 | 12.7K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $634,589 | 12.7K | Q1 2026 |
| TrustBank$258M AUM | 0.25% | $632,255 | 12.6K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.08% | $623,098 | 12.5K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $621,028 | 12.4K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.05% | $608,086 | 11.5K | Q4 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.25% | $606,684 | 12.1K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.02% | $606,000 | 12.1K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $603,732 | 12.1K | Q1 2026 |
| HERBST GROUP, LLC$183M AUM | 0.36% | $590,472 | 11.8K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.39% | $589,823 | 11.8K | Q1 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.13% | $580,599 | 11.0K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.08% | $579,013 | 11.6K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $571,907 | 11.4K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $563,251 | 11.3K | Q1 2026 |
| PMG Family Office LLC$90M AUM | 0.62% | $555,194 | 11.1K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.12% | $553,843 | 11.1K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.12% | $551,866 | 10.5K | Q4 2025OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.46% | $542,033 | 10.8K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.06% | $533,090 | 10.7K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.09% | $531,653 | 10.6K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.04% | $531,175 | 10.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $529,764 | 10.6K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $516,296 | 10.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $513,478 | 9.8K | Q1 2026 |
| Hixon Zuercher, LLC$321M AUM | 0.16% | $507,067 | 10.1K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.11% | $500,400 | 10.0K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.23% | $494,826 | 9.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $491,920 | 9.8K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.23% | $485,738 | 9.7K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 0.05% | $478,160 | 9.6K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $446,908 | 8.9K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $439,701 | 8.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $439,562 | 8.8K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $429,443 | 8.6K | Q1 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.14% | $426,314 | 8.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $422,288 | 8.4K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.06% | $422,288 | 8.4K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $419,285 | 8.4K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.17% | $415,619 | 8.3K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $407,976 | 8.2K | Q1 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 0.10% | $406,364 | 8.1K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.19% | $406,243 | 8.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $405,424 | 8.1K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $397,768 | 7.9K | Q1 2026 |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.12% | $396,467 | 7.9K | Q1 2026 |
| McCarthy & Cox$8M AUM | 4.80% | $395,870 | 7.5K | Q4 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.26% | $395,566 | 7.9K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.03% | $394,076 | 7.9K | Q2 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $383,497 | 7.3K | Q1 2026 |
| Collier Financial$131M AUM | 0.29% | $383,220 | 7.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $375,685 | 7.5K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.11% | $373,599 | 7.5K | Q1 2026 |
| Grant Private Wealth Management Inc$237M AUM | 0.20% | $372,348 | 7.4K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $369,594 | 7.4K | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.13% | $364,491 | 7.3K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.04% | $361,680 | 6.8K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.06% | $360,232 | 7.2K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $353,783 | 7.1K | Q1 2026 |
| Hamilton Wealth, LLC$513M AUM | 0.07% | $350,280 | 7.0K | Q1 2026 |
| Soundwatch Capital LLC$793M AUM | 0.04% | $343,324 | 6.9K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $342,774 | 6.8K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $339,416 | 6.8K | Q1 2026 |
| L & S Advisors Inc$795M AUM | 0.04% | $337,979 | 6.8K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.04% | $336,769 | 6.7K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $331,219 | 6.6K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.19% | $330,814 | 6.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $330,414 | 6.6K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.07% | $327,762 | 6.5K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $326,765 | 6.7K | Q1 2026 |
| Jupiter Wealth Management LLC$253M AUM | 0.13% | $325,014 | 5.9K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.05% | $318,555 | 6.4K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $315,752 | 6.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $315,752 | 6.3K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $313,751 | 6.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $313,368 | 5.9K | Q4 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.02% | $312,789 | 6.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $312,038 | 6.2K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $310,914 | 6.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $304,198 | 6.1K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $294,936 | 5.9K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.04% | $287,981 | 5.8K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.13% | $287,840 | 5.5K | Q3 2025OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $286,877 | 5.8K | Q3 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $285,120 | 5.4K | Q4 2025OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.11% | $284,227 | 5.7K | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.30% | $284,027 | 5.7K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $283,877 | 5.7K | Q1 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.06% | $280,005 | 5.4K | Q3 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $277,000 | 5.3K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $276,760 | 5.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $275,458 | 5.2K | Q4 2025OLDER |
| Betterment LLC$52.8B AUM | 0.00% | $275,000 | 5.5K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $274,400 | 5.5K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.02% | $273,325 | 5.5K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $271,648 | 5.2K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $259,301 | 4.9K | Q4 2025OLDER |
| EdgeRock Capital LLC$370M AUM | 0.07% | $255,949 | 5.1K | Q1 2026 |
| Core Wealth Partners LLC$235M AUM | 0.12% | $255,905 | 5.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $253,202 | 5.1K | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 0.14% | $249,288 | 5.0K | Q1 2026 |
| Disciplined Investors, L.L.C.$168M AUM | 0.14% | $242,144 | 4.8K | Q1 2026 |
| Tortuga Wealth Management, Inc$95M AUM | 0.25% | $240,189 | 4.6K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.06% | $239,391 | 4.8K | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.09% | $237,190 | 4.7K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $235,224 | 4.7K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.04% | $231,085 | 4.6K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $229,183 | 4.6K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $229,163 | 4.2K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $228,933 | 4.6K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.01% | $228,000 | 4.6K | Q1 2026 |
| Elite Wealth Management, Inc.$308M AUM | 0.06% | $225,614 | 4.3K | Q4 2025OLDER |
| APPLETON PARTNERS INC/MA$1.4B AUM | 0.02% | $223,000 | 4.5K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.11% | $221,677 | 4.4K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $221,285 | 4.2K | Q4 2025OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.07% | $221,177 | 4.4K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $219,976 | 4.4K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $214,183 | 4.3K | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $210,661 | 4.0K | Q3 2025OLDER |
| Vienna Asset Management LLC$129M AUM | 0.12% | $208,141 | 3.9K | Q4 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $207,458 | 4.0K | Q3 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.02% | $206,760 | 4.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $206,366 | 4.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $205,001 | 3.9K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $204,663 | 4.1K | Q2 2025OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.18% | $204,050 | 3.9K | Q4 2025OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.02% | $203,963 | 4.1K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.03% | $202,646 | 4.0K | Q1 2026 |
| Meridian Financial Partners LLC$263M AUM | 0.08% | $201,783 | 4.0K | Q1 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.10% | $201,561 | 4.0K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $200,310 | 4.0K | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.07% | $189,606 | 3.8K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $177,892 | 3.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $176,367 | 3.5K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $169,510 | 3.4K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.07% | $154,580 | 3.1K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $150,120 | 3.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $143,044 | 2.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $133,108 | 2.5K | Q4 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $113,000 | 2.3K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $111,450 | 2.2K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.09% | $96,227 | 1.9K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $85,852 | 1.6K | Q4 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.01% | $67,554 | 1.4K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.01% | $61,258 | 1.2K | Q1 2026 |
| Redwood Park Advisors LLC$150M AUM | 0.04% | $54,944 | 1.1K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $50,040 | 1.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $41,627 | 797 | Q3 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.03% | $38,982 | 779 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $35,979 | 719 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $33,287 | 665 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $28,824 | 576 | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $24,843 | 496 | Q1 2026 |
| KERR FINANCIAL PLANNING Corp$90M AUM | 0.02% | $21,430 | 400 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $16,259 | 334 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,000 | 300 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $13,211 | 264 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $12,517 | 250 | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $11,259 | 225 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $10,707 | 205 | Q3 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $10,297 | 206 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10,008 | 200 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $10,000 | 200 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $8,000 | 150 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $7,286 | 138 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,004 | 100 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,804 | 96 | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.00% | $4,003 | 80 | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $3,102 | 62 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $2,502 | 50 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $2,502 | 50 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $2,000 | 31 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,251 | 25 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,001 | 20 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $806 | 16 | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $751 | 15 | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $651 | 13 | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.00% | $500 | 10 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $101 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.