JHMMJOHN HANCOCK EXCHANGE TRADED
CUSIP 47804J206 · Yahoo Finance ↗ · Google Finance ↗
John Hancock Exchange Traded (JHMM) has 279 institutional holders in Filings Flow’s 13F database, together reporting 50.73M shares worth $3.4B as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Lpl Financial LLC, and Wells Fargo & Company/Mn.
Institutional Holders
279
Q1 2026
Reported Value
$3.4B
Ticker
JHMM
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.08% | $330M | 4.92M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.09% | $328M | 4.89M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $234M | 3.49M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $226M | 3.37M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $205M | 3.05M | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.16% | $186M | 2.76M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $142M | 2.12M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.06% | $133M | 2.02M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.08% | $126M | 1.87M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.16% | $117M | 1.74M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $88M | 1.31M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $85M | 1.27M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $73M | 1.08M | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 8.68% | $67M | 1.00M | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 6.72% | $60M | 892.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.26% | $55M | 818.0K | Q1 2026 |
| Granite Bay Wealth Management, LLC$470M AUM | 9.66% | $45M | 677.0K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 3.75% | $45M | 670.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.05% | $44M | 650.0K | Q1 2026 |
| Garrett Wealth Advisory Group, LLC$562M AUM | 6.72% | $38M | 562.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.19% | $35M | 579.2K | Q2 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.06% | $34M | 500.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $33M | 496.7K | Q1 2026 |
| Nvest Wealth Strategies, Inc.$143M AUM | 19.57% | $28M | 416.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $27M | 405.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $23M | 336.0K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.67% | $21M | 319.0K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.86% | $21M | 305.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $20M | 297.5K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 2.60% | $18M | 266.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $17M | 250.1K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.12% | $16M | 241.2K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.17% | $16M | 233.5K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.36% | $16M | 233.4K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.18% | $16M | 241.2K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.17% | $15M | 222.4K | Q1 2026 |
| Graney & King, LLC$186M AUM | 7.65% | $14M | 211.5K | Q1 2026 |
| Choice Wealth Advisors LLC$285M AUM | 5.30% | $14M | 201.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.10% | $13M | 194.3K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 1.52% | $13M | 190.5K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 2.72% | $12M | 185.1K | Q1 2026 |
| ENZI WEALTH$288M AUM | 4.28% | $12M | 183.5K | Q1 2026 |
| Sanchez Wealth Management Group$462M AUM | 2.62% | $12M | 180.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 163.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $10M | 155.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $10M | 152.6K | Q1 2026 |
| Hixon Zuercher, LLC$321M AUM | 3.08% | $10M | 147.6K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.48% | $10M | 152.7K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 146.0K | Q1 2026 |
| 46 Peaks LLC$137M AUM | 7.11% | $10M | 145.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $10M | 150.0K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.54% | $10M | 143.3K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 2.53% | $9M | 141.3K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.31% | $9M | 130.7K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 1.65% | $8M | 116.6K | Q1 2026 |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 2.20% | $8M | 115.9K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 104.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.12% | $7M | 98.8K | Q1 2026 |
| Forge Financial Services LLC$987M AUM | 0.66% | $6M | 96.4K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 96.0K | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.28% | $6M | 94.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.08% | $6M | 93.5K | Q1 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.38% | $6M | 92.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 88.2K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.33% | $6M | 87.1K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.16% | $6M | 86.4K | Q1 2026 |
| FMA Wealth Management, LLC$156M AUM | 3.72% | $6M | 83.3K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.13% | $6M | 82.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.12% | $5M | 87.3K | Q2 2025OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.14% | $5M | 77.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 72.8K | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.10% | $5M | 63.8K | Q1 2026 |
| Henderson Brothers Financial Partners, LLC$395M AUM | 1.16% | $5M | 68.0K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 2.11% | $4M | 63.0K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 1.21% | $4M | 59.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 59.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 59.2K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 0.74% | $4M | 58.6K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.56% | $4M | 58.4K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $4M | 56.5K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.43% | $4M | 56.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 55.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 49.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 48.1K | Q1 2026 |
| DORVAL Corp$322M AUM | 0.99% | $3M | 47.6K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $3M | 47.2K | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 1.00% | $3M | 46.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 46.5K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.32% | $3M | 44.3K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.33% | $3M | 44.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 43.1K | Q1 2026 |
| Keystone Financial Services, LLC$149M AUM | 1.91% | $3M | 42.3K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 2.07% | $3M | 41.9K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.95% | $3M | 40.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 39.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $3M | 38.4K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 36.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $2M | 36.0K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.87% | $2M | 35.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.11% | $2M | 33.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.07% | $2M | 32.4K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.13% | $2M | 35.3K | Q2 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.13% | $2M | 31.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 31.6K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.22% | $2M | 31.6K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.63% | $2M | 31.5K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.10% | $2M | 31.2K | Q1 2026 |
| BankPlus Wealth Management LLC$194M AUM | 1.07% | $2M | 30.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 29.6K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 29.3K | Q1 2026 |
| Paragon Private Wealth Management, LLC$320M AUM | 0.61% | $2M | 28.9K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.16% | $2M | 28.4K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 0.17% | $2M | 31.1K | Q2 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 27.9K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.31% | $2M | 27.7K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.66% | $2M | 27.3K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.97% | $2M | 26.9K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 26.5K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.12% | $2M | 25.3K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.06% | $2M | 25.2K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 1.17% | $2M | 25.1K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 24.7K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.12% | $2M | 23.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 23.7K | Q1 2026 |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 1.17% | $2M | 23.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 23.5K | Q1 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.49% | $2M | 27.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 23.4K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.12% | $2M | 22.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 22.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 22.4K | Q1 2026 |
| SpringVest Wealth Management LLC$146M AUM | 1.03% | $2M | 22.4K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $1M | 21.4K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.35% | $1M | 20.9K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.07% | $1M | 20.3K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.48% | $1M | 20.3K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.16% | $1M | 19.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.04% | $1M | 18.3K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.08% | $1M | 18.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 17.8K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 17.6K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 17.0K | Q1 2026 |
| Sun Financial Inc$200M AUM | 0.57% | $1M | 15.8K | Q1 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.28% | $1M | 17.0K | Q1 2026 |
| FreeGulliver LLC$237M AUM | 0.48% | $1M | 16.9K | Q1 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.66% | $1M | 16.7K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.17% | $1M | 16.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 15.5K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.09% | $1M | 15.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 15.2K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $976,326 | 16.0K | Q2 2025OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.20% | $967,484 | 14.8K | Q4 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.45% | $927,829 | 13.8K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.16% | $905,179 | 13.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $805,107 | 11.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $786,240 | 11.7K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $763,010 | 11.1K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $762,992 | 11.4K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $748,799 | 11.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $745,321 | 10.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $739,730 | 11.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $737,326 | 11.0K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $731,340 | 10.9K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.02% | $730,131 | 10.9K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.12% | $729,503 | 11.9K | Q2 2025OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.07% | $716,942 | 10.9K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.57% | $672,914 | 10.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $669,656 | 10.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $651,534 | 9.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $650,330 | 9.7K | Q1 2026 |
| Horan Securities, Inc.$284M AUM | 0.23% | $649,119 | 10.6K | Q2 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $638,332 | 9.7K | Q4 2025OLDER |
| Coastline Trust Co$1.0B AUM | 0.06% | $620,055 | 9.2K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.05% | $617,060 | 9.2K | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 0.16% | $582,528 | 8.7K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.16% | $566,694 | 8.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $557,624 | 8.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $544,329 | 8.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $541,928 | 13.8K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.22% | $540,909 | 8.1K | Q1 2026 |
| Independence Financial Advisors, LLC$386M AUM | 0.16% | $537,265 | 8.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $528,000 | 7.9K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.12% | $527,928 | 7.3K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $524,409 | 7.8K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 0.09% | $498,366 | 7.4K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.04% | $470,338 | 7.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $445,092 | 6.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $440,563 | 6.6K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.06% | $438,339 | 6.8K | Q3 2025OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.15% | $437,943 | 6.5K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $431,000 | 6.7K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $429,678 | 6.4K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.14% | $424,569 | 6.3K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.04% | $419,903 | 6.3K | Q1 2026 |
| D.B. Root & Company, LLC$419M AUM | 0.10% | $419,455 | 6.2K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.10% | $417,300 | 6.2K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $410,625 | 6.3K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $405,002 | 6.0K | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.17% | $403,861 | 6.0K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.03% | $402,922 | 6.0K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $400,371 | 6.0K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.04% | $395,404 | 5.9K | Q1 2026 |
| Goodwin Investment Advisory$84M AUM | 0.47% | $393,745 | 5.9K | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.06% | $376,812 | 5.6K | Q1 2026 |
| Sterling Wealth Management, Inc.$364M AUM | 0.10% | $364,394 | 5.4K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.01% | $359,092 | 5.3K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $359,000 | 5.4K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $337,217 | 5.0K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.03% | $336,199 | 5.0K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.19% | $333,220 | 5.5K | Q2 2025OLDER |
| Align Financial, LLC$176M AUM | 0.19% | $330,230 | 4.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $319,280 | 4.9K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $316,461 | 4.7K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.03% | $309,445 | 4.6K | Q1 2026 |
| Triton Financial Group Inc$57M AUM | 0.54% | $307,101 | 4.6K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $301,055 | 4.5K | Q1 2026 |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.11% | $300,587 | 4.5K | Q1 2026 |
| Symphony Financial Services, Inc.$195M AUM | 0.15% | $300,382 | 4.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $293,113 | 4.4K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.03% | $291,973 | 4.3K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.06% | $281,636 | 4.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $279,159 | 4.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $278,145 | 4.1K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.20% | $276,199 | 4.1K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $273,261 | 4.2K | Q3 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $270,000 | 4.0K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.05% | $268,548 | 4.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $268,480 | 4.0K | Q1 2026 |
| Clarendon Private LLC$130M AUM | 0.22% | $258,908 | 4.0K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.05% | $249,821 | 3.7K | Q1 2026 |
| Financially in Tune, LLC$116M AUM | 0.21% | $248,210 | 3.7K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.03% | $233,377 | 3.5K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $233,376 | 3.5K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.01% | $230,555 | 3.6K | Q3 2025OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.07% | $230,423 | 3.4K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $227,805 | 3.5K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $224,045 | 3.3K | Q1 2026 |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.01% | $222,894 | 3.4K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $219,885 | 3.3K | Q1 2026 |
| URS Advisory LLC$137M AUM | 0.16% | $218,299 | 3.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $218,147 | 3.3K | Q1 2026 |
| 360 Financial, Inc.$332M AUM | 0.07% | $216,395 | 3.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $216,065 | 3.3K | Q3 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $206,181 | 3.1K | Q1 2026 |
| Priebe Wealth Holdings LLC$115M AUM | 0.18% | $204,969 | 3.4K | Q2 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $203,374 | 3.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $201,360 | 3.0K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $200,690 | 3.0K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.04% | $199,516 | 3.0K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $186,124 | 2.8K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.01% | $160,436 | 2.5K | Q3 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.15% | $159,343 | 2.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $141,825 | 2.1K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.01% | $122,252 | 1.8K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $116,722 | 1.7K | Q1 2026 |
| MRP Capital Investments, LLC$115M AUM | 0.09% | $108,466 | 1.6K | Q1 2026 |
| CLEAR INVESTMENT RESEARCH, LLC$64M AUM | 0.17% | $106,191 | 1.6K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.07% | $99,241 | 1.5K | Q1 2026 |
| Timmons Wealth Management, LLC$106M AUM | 0.09% | $96,497 | 1.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $94,965 | 1.5K | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $94,103 | 1.4K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.01% | $88,585 | 1.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $83,260 | 1.3K | Q4 2025OLDER |
| Bank & Trust Co$148M AUM | 0.05% | $79,739 | 1.2K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $78,866 | 1.2K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $73,832 | 1.1K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.01% | $72,748 | 1.1K | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.05% | $72,327 | 1.1K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $62,000 | 931 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $58,462 | 871 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $58,193 | 867 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $56,314 | 839 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $55,200 | 822 | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.02% | $47,159 | 729 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $42,695 | 660 | Q3 2025OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.04% | $42,286 | 630 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $39,802 | 593 | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $39,265 | 585 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $37,923 | 565 | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $37,721 | 562 | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $37,000 | 550 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $36,245 | 540 | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $35,305 | 526 | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $34,030 | 507 | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $33,566 | 513 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $33,220 | 492 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $30,982 | 462 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $30,003 | 447 | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.02% | $29,936 | 446 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $28,190 | 420 | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $26,000 | 400 | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.01% | $24,700 | 368 | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 0.02% | $24,566 | 366 | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $21,542 | 333 | Q3 2025OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $21,151 | 346 | Q2 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $20,807 | 310 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $19,935 | 297 | Q1 2026 |
| STEPH & CO$351M AUM | 0.01% | $18,391 | 274 | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.01% | $14,297 | 213 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $14,078 | 215 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $13,491 | 201 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $13,424 | 200 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $12,679 | 196 | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $12,216 | 189 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $12,216 | 182 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $10,820 | 177 | Q2 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $10,149 | 155 | Q4 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $8,860 | 132 | Q1 2026 |
| SWAN Capital LLC$272M AUM | 0.00% | $8,447 | 129 | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 0.00% | $8,390 | 125 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $7,181 | 107 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $7,048 | 105 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $6,914 | 103 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $6,377 | 95 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,000 | 84 | Q2 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $4,852 | 75 | Q3 2025OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $4,564 | 68 | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $4,335 | 67 | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,692 | 55 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,490 | 53 | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $3,342 | 51 | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $3,222 | 48 | Q1 2026 |
| Avion Wealth$484M AUM | 0.00% | $3,000 | 58 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2,000 | 33 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,637 | 25 | Q4 2025OLDER |
| TSFG, LLC$659M AUM | 0.00% | $1,000 | 21 | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $775 | 12 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $671 | 10 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $402 | 6 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $336 | 5 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $122 | 2 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $67 | 1 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $65 | 1 | 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.