JPIEJ P MORGAN EXCHANGE TRADED F
CUSIP 46641Q159 · Yahoo Finance ↗ · Google Finance ↗
J P Morgan Exchange Traded F (JPIE) has 437 institutional holders in Filings Flow’s 13F database, together reporting 111.54M shares worth $5.0B as of Q1 2026. The largest reported holders are Charles Schwab Investment Management Inc, Morgan Stanley, and Jpmorgan Chase & Co.
Institutional Holders
437
Q1 2026
Reported Value
$5.0B
Ticker
JPIE
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Williams Financial, LLC$172M AUM | 28.19% | $48M | 1.05M | Q1 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 17.86% | $19M | 407.3K | Q1 2026 |
| Longview Financial Advisors LLC$184M AUM | 13.02% | $24M | 520.0K | Q1 2026 |
| Echo Wealth Management, LLC$174M AUM | 11.71% | $20M | 441.6K | Q1 2026 |
| Heritage Financial Services, LLC$1.2B AUM | 11.01% | $132M | 2.85M | Q4 2025OLDER |
| NavPoint Financial, Inc.$247M AUM | 9.29% | $23M | 498.9K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 9.02% | $25M | 543.1K | Q1 2026 |
| Pearl Planning LLC$187M AUM | 8.82% | $16M | 358.1K | Q1 2026 |
| S Harris Financial Group, LLC$110M AUM | 8.50% | $9M | 202.4K | Q1 2026 |
| FMA Wealth Management, LLC$156M AUM | 8.44% | $13M | 275.3K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 8.42% | $42M | 905.3K | Q1 2026 |
| Planned Solutions, Inc.$306M AUM | 8.04% | $25M | 533.1K | Q1 2026 |
| TPG Financial Advisors, LLC$307M AUM | 7.78% | $24M | 519.4K | Q1 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 6.97% | $16M | 337.8K | Q3 2025OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 6.53% | $10M | 220.8K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 6.08% | $21M | 461.4K | Q1 2026 |
| Alpha Advisors, LLC/VA$127M AUM | 5.97% | $8M | 171.1K | Q3 2025OLDER |
| Jeter Robert S II$100M AUM | 5.94% | $6M | 129.5K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 5.65% | $44M | 946.4K | Q1 2026 |
| VanWeelden Wealth Management, LLC$125M AUM | 5.64% | $7M | 153.5K | Q1 2026 |
| Enclave Advisors LLC$729M AUM | 5.55% | $40M | 878.1K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 5.36% | $11M | 229.9K | Q1 2026 |
| Scott Capital Advisors, LLC$639M AUM | 5.34% | $26M | 572.0K | Q1 2026 |
| Andrews Advisory Associates, LLC$190M AUM | 5.34% | $10M | 219.9K | Q1 2026 |
| Red Mountain Financial, LLC$106M AUM | 5.11% | $5M | 117.7K | Q1 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 4.83% | $51M | 1.10M | Q1 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 4.81% | $14M | 298.7K | Q3 2025OLDER |
| BankPlus Wealth Management LLC$194M AUM | 4.79% | $9M | 201.0K | Q1 2026 |
| Colter Lewis Investment Partners LLC$106M AUM | 4.49% | $5M | 103.6K | Q1 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 4.41% | $11M | 241.6K | Q1 2026 |
| McCarthy Asset Management, Inc.$192M AUM | 4.31% | $8M | 178.3K | Q4 2025OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 4.27% | $10M | 211.1K | Q1 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 4.11% | $22M | 472.9K | Q1 2026 |
| Capital Advisors Wealth Management, LLC$745M AUM | 4.06% | $30M | 657.0K | Q1 2026 |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 3.79% | $5M | 103.5K | Q1 2026 |
| PENNEY FINANCIAL, LLC$261M AUM | 3.69% | $10M | 208.6K | Q1 2026 |
| Miller Global Investments, LLC$121M AUM | 3.67% | $4M | 86.8K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 3.64% | $11M | 234.8K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 3.64% | $12M | 262.6K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 3.63% | $27M | 584.8K | Q1 2026 |
| Blue Investment Partners LLC$285M AUM | 3.61% | $10M | 222.3K | Q2 2025OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 3.37% | $45M | 969.3K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 3.33% | $6M | 126.7K | Q1 2026 |
| Asset Advisory Group, Inc.$229M AUM | 3.22% | $6M | 139.1K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 3.20% | $9M | 205.0K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 3.00% | $32M | 688.6K | Q1 2026 |
| Keystone Financial Services, LLC$149M AUM | 2.99% | $4M | 96.4K | Q1 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 2.83% | $12M | 263.3K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 2.82% | $4M | 80.4K | Q1 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 2.78% | $14M | 308.6K | Q1 2026 |
| Emissary Wealth LLC$107M AUM | 2.78% | $3M | 64.3K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 2.75% | $6M | 128.7K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 2.73% | $28M | 601.5K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 2.73% | $24M | 519.6K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 2.50% | $5M | 102.6K | Q2 2025OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 2.49% | $19M | 406.2K | Q1 2026 |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 2.43% | $3M | 73.1K | Q4 2025OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 2.40% | $22M | 473.0K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 2.35% | $11M | 245.9K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 2.33% | $4M | 78.6K | Q1 2026 |
| Martin Worley Group$204M AUM | 2.30% | $5M | 101.6K | Q2 2025OLDER |
| Marmo Financial Group, LLC$202M AUM | 2.29% | $5M | 100.3K | Q1 2026 |
| Clear Trail Advisors, LLC$601M AUM | 2.28% | $14M | 297.8K | Q1 2026 |
| Etesian Wealth Advisors, Inc.$313M AUM | 2.22% | $7M | 151.4K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 2.19% | $3M | 73.5K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 2.15% | $20M | 444.4K | Q1 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 2.02% | $4M | 84.8K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 2.00% | $37M | 793.2K | Q1 2026 |
| Benchmark Financial, LLC$111M AUM | 2.00% | $2M | 48.3K | Q1 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 1.99% | $8M | 173.9K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.99% | $19M | 410.6K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 1.95% | $22M | 472.5K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 1.88% | $5M | 103.6K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 1.88% | $27M | 577.2K | Q1 2026 |
| Madrid Wealth Management, LLC$133M AUM | 1.67% | $2M | 48.1K | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 1.67% | $6M | 133.7K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.64% | $294M | 6.38M | Q1 2026 |
| First Citizens Financial Corp$239M AUM | 1.62% | $3M | 74.5K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 1.61% | $12M | 261.3K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 1.59% | $9M | 188.2K | Q1 2026 |
| FAGAN ASSOCIATES, INC.$719M AUM | 1.58% | $11M | 246.2K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 1.54% | $2M | 36.5K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 1.48% | $3M | 60.6K | Q1 2026 |
| URS Advisory LLC$137M AUM | 1.46% | $2M | 43.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 1.43% | $296M | 6.43M | Q1 2026 |
| KELLY FINANCIAL GROUP LLC$398M AUM | 1.38% | $5M | 119.4K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 1.34% | $16M | 358.0K | Q1 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 1.32% | $5M | 100.5K | Q1 2026 |
| PEOPLES BANK /OH$163M AUM | 1.31% | $2M | 46.1K | Q3 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.31% | $25M | 542.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 1.29% | $52M | 1.13M | Q1 2026 |
| Vigilare Wealth Management$326M AUM | 1.29% | $4M | 82.6K | Q1 2026 |
| Nolet Wealth Management, LLC$176M AUM | 1.19% | $2M | 45.4K | Q1 2026 |
| InTrack Investment Management Inc$175M AUM | 1.12% | $2M | 42.6K | Q1 2026 |
| Altus Wealth Management, LLC$225M AUM | 1.12% | $3M | 54.6K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 1.07% | $15M | 326.5K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 1.03% | $23M | 507.1K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 1.03% | $14M | 307.5K | Q1 2026 |
| MN Wealth Advisors, LLC$206M AUM | 1.02% | $2M | 45.5K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.00% | $5M | 102.7K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.99% | $26M | 555.8K | Q1 2026 |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.97% | $7M | 145.4K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.90% | $55M | 1.20M | Q1 2026 |
| Beacon Bank & Trust$518M AUM | 0.90% | $4M | 95.0K | Q1 2026 |
| Nordwand Advisors, LLC$572M AUM | 0.89% | $5M | 109.9K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.87% | $8M | 168.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.86% | $115M | 2.49M | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.86% | $2M | 48.4K | Q1 2026 |
| Syverson Strege & Co$416M AUM | 0.85% | $4M | 77.0K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.82% | $3M | 67.6K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.81% | $4M | 78.3K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.80% | $4M | 86.0K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.78% | $11M | 239.8K | Q1 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 0.74% | $766,549 | 16.6K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.73% | $2M | 48.4K | Q1 2026 |
| William Mack & Associates, Inc.$175M AUM | 0.73% | $1M | 27.6K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.69% | $4M | 91.0K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.68% | $2M | 37.4K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.68% | $3M | 57.6K | Q1 2026 |
| PALLADIEM, LLC$105M AUM | 0.67% | $704,410 | 15.3K | Q1 2026 |
| Addison Capital Co$562M AUM | 0.66% | $4M | 80.6K | Q1 2026 |
| COMMONS CAPITAL, LLC$120M AUM | 0.65% | $972,071 | 21.0K | Q4 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.65% | $9M | 188.9K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.65% | $2M | 34.2K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.62% | $1M | 21.9K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.61% | $4M | 79.6K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.61% | $2M | 40.5K | Q1 2026 |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.58% | $769,231 | 16.7K | Q1 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.57% | $2M | 38.0K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.56% | $3M | 56.4K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.56% | $2M | 53.8K | Q1 2026 |
| Selby Wealth Management, LLC$282M AUM | 0.56% | $1M | 30.8K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.55% | $20M | 435.1K | Q1 2026 |
| TOWLE & CO$257M AUM | 0.53% | $1M | 29.9K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.53% | $27M | 595.2K | Q1 2026 |
| Menard Financial Group LLC$143M AUM | 0.53% | $760,293 | 16.5K | Q1 2026 |
| Leo H. Evart, Inc.$117M AUM | 0.52% | $603,257 | 13.1K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.51% | $2M | 41.7K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.50% | $5M | 113.2K | Q1 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.50% | $1M | 27.9K | Q2 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.49% | $9M | 189.9K | Q1 2026 |
| Blue Chip Partners, LLC$1.4B AUM | 0.49% | $7M | 147.6K | Q1 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.48% | $720,973 | 15.6K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.47% | $2M | 48.7K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.47% | $5M | 100.4K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.47% | $2M | 54.2K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.47% | $3M | 61.3K | Q1 2026 |
| Rockingstone Advisors LLC$218M AUM | 0.46% | $999,949 | 21.7K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.46% | $3M | 59.1K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.46% | $6M | 126.1K | Q1 2026 |
| Invst, LLC$886M AUM | 0.45% | $4M | 86.2K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 0.44% | $573,844 | 12.5K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.43% | $4M | 78.4K | Q1 2026 |
| NCM Capital Management, LLC$279M AUM | 0.41% | $1M | 24.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.40% | $22M | 482.4K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 0.40% | $681,882 | 14.8K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.40% | $753,785 | 16.4K | Q1 2026 |
| Cobblestone Asset Management LLC$222M AUM | 0.40% | $889,658 | 19.3K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.39% | $575,823 | 12.5K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.39% | $17M | 365.2K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.39% | $854,342 | 18.5K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.39% | $5M | 114.7K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.38% | $12M | 257.4K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.37% | $6M | 141.0K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.37% | $6M | 131.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.35% | $15M | 324.3K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.34% | $2M | 33.7K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.34% | $472,759 | 10.3K | Q1 2026 |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.33% | $766,144 | 0 | Q1 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.33% | $3M | 69.5K | Q1 2026 |
| Aspire Capital Advisors LLC$444M AUM | 0.32% | $1M | 31.3K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.32% | $3M | 68.6K | Q1 2026 |
| Beta Wealth Group, Inc.$242M AUM | 0.31% | $760,088 | 16.5K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.31% | $19M | 415.7K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.31% | $26M | 567.1K | Q1 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.31% | $639,544 | 13.9K | Q1 2026 |
| Yukon Wealth Management, Inc.$168M AUM | 0.30% | $521,120 | 11.2K | Q4 2025OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.29% | $336,864 | 7.4K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.29% | $1M | 30.7K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.29% | $3M | 55.2K | Q1 2026 |
| Fulcrum Equity Management$136M AUM | 0.28% | $274,827 | 5.9K | Q2 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.28% | $6M | 126.2K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.28% | $9M | 186.3K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.26% | $4M | 76.3K | Q4 2025OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.26% | $433,764 | 9.4K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.25% | $697,868 | 15.1K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.25% | $1M | 24.7K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.25% | $3M | 68.2K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.25% | $2M | 44.0K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.24% | $8M | 165.7K | Q1 2026 |
| OneAscent Wealth Management LLC$302M AUM | 0.24% | $723,207 | 15.7K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.24% | $260,527 | 5.7K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.23% | $358,102 | 7.8K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.23% | $377,728 | 8.2K | Q1 2026 |
| Investment Planning Advisors, Inc.$363M AUM | 0.23% | $846,406 | 18.4K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.23% | $2M | 39.9K | Q3 2025OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.23% | $490,646 | 10.7K | Q1 2026 |
| Next Level Wealth Planning, LLC$195M AUM | 0.23% | $446,787 | 9.7K | Q1 2026 |
| Mendel Capital Management LLC$199M AUM | 0.23% | $450,749 | 9.8K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.22% | $9M | 195.1K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.22% | $20M | 433.9K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.22% | $3M | 74.0K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.22% | $3M | 73.8K | Q1 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.22% | $377,774 | 8.2K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.22% | $12M | 259.2K | Q1 2026 |
| Dynamic Financial Group$122M AUM | 0.21% | $260,157 | 5.6K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 0.21% | $633,333 | 13.7K | Q2 2025OLDER |
| Heirloom Wealth Management$555M AUM | 0.21% | $1M | 25.4K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.21% | $2M | 44.9K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.20% | $6M | 123.9K | Q1 2026 |
| Hudson Value Partners, LLC$335M AUM | 0.20% | $674,225 | 14.6K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.20% | $260,795 | 5.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.19% | $17M | 375.0K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.19% | $627,722 | 13.6K | Q4 2025OLDER |
| Financial Advocates Investment Management$178M AUM | 0.19% | $2M | 50.5K | Q2 2025OLDER |
| White Wing Wealth Management$192M AUM | 0.19% | $310,834 | 6.7K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.18% | $1M | 21.8K | Q1 2026 |
| Mallini Complete Financial Planning LLC$140M AUM | 0.18% | $223,349 | 4.8K | Q4 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.17% | $433,969 | 9.4K | Q4 2025OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.17% | $266,515 | 5.8K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.17% | $1M | 30.7K | Q1 2026 |
| LongView Asset Management LLC$143M AUM | 0.17% | $223,819 | 4.8K | Q2 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.17% | $399,020 | 8.6K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.17% | $8M | 170.9K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.17% | $8M | 181.9K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.16% | $345,525 | 7.5K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.16% | $4M | 82.5K | Q1 2026 |
| Resolute Wealth Strategies, LLC$232M AUM | 0.16% | $362,973 | 7.9K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.15% | $25M | 551.9K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.15% | $1M | 25.3K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.15% | $435,177 | 9.4K | Q1 2026 |
| Fortune Financial Advisors, LLC$196M AUM | 0.15% | $289,400 | 6.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.14% | $9M | 197.1K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.14% | $2M | 53.3K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.14% | $11M | 241.8K | Q1 2026 |
| FWG Holdings, LLC$265M AUM | 0.13% | $353,354 | 7.7K | Q1 2026 |
| Matisse Capital$234M AUM | 0.13% | $312,262 | 6.8K | Q1 2026 |
| Vienna Asset Management LLC$129M AUM | 0.13% | $223,285 | 4.8K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.13% | $3M | 58.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.13% | $17M | 358.8K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.13% | $2M | 42.6K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.12% | $2M | 35.3K | Q1 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.12% | $228,231 | 5.0K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.12% | $604,725 | 13.1K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.12% | $698,686 | 15.1K | Q3 2025OLDER |
| Opes Wealth Management LLC$609M AUM | 0.12% | $725,326 | 15.7K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.12% | $643,137 | 14.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.11% | $12M | 264.0K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.11% | $271,703 | 5.9K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.11% | $2M | 43.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.11% | $15M | 326.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $76M | 1.64M | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.11% | $1M | 30.6K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.10% | $4M | 84.0K | Q1 2026 |
| Independence Asset Advisors, LLC$277M AUM | 0.10% | $283,791 | 6.2K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 0.10% | $549,140 | 11.9K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.10% | $422,232 | 9.2K | Q1 2026 |
| Capital Planning Advisors, LLC$692M AUM | 0.10% | $678,289 | 14.7K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.10% | $2M | 45.6K | Q1 2026 |
| LaFleur & Godfrey LLC$803M AUM | 0.10% | $773,285 | 16.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $20M | 430.2K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.09% | $236,900 | 5.1K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.09% | $838,290 | 18.2K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.09% | $496,220 | 10.8K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.09% | $1M | 27.0K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.08% | $8M | 183.8K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.08% | $778,086 | 16.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 115.5K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.08% | $477,562 | 10.4K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.08% | $153,592 | 3.3K | Q2 2025OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.08% | $80,208 | 1.7K | Q1 2026 |
| Emerald Advisors, LLC$808M AUM | 0.08% | $633,887 | 13.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 45.6K | Q1 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.08% | $437,665 | 9.5K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 0.07% | $204,551 | 4.4K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.07% | $4M | 87.7K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.07% | $398,321 | 8.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.07% | $41M | 885.1K | Q1 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.07% | $310,097 | 6.7K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.07% | $290,748 | 6.3K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.07% | $139,961 | 3.0K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.07% | $1M | 26.0K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 0.06% | $263,655 | 5.7K | Q3 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.06% | $522,618 | 11.3K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.06% | $247,442 | 5.4K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.06% | $2M | 43.4K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $365,744 | 7.9K | Q3 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.06% | $546,526 | 11.9K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.06% | $400M | 8.68M | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 38.9K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 0.06% | $321,484 | 6.9K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $4M | 96.0K | Q1 2026 |
| Essex LLC$566M AUM | 0.06% | $324,563 | 7.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.06% | $4M | 97.5K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.06% | $322,074 | 7.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 313.6K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.05% | $773,009 | 16.8K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.05% | $457,170 | 9.9K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.05% | $323,043 | 7.0K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $475,120 | 10.3K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 68.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.05% | $37M | 810.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $266M | 5.78M | Q1 2026 |
| Legacy Financial Strategies, LLC$554M AUM | 0.05% | $250,869 | 5.4K | Q2 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.05% | $373,996 | 8.1K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $4M | 76.4K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.05% | $408,521 | 8.8K | Q3 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.05% | $351,146 | 7.6K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.05% | $108,218 | 2.3K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.05% | $234,128 | 5.1K | Q1 2026 |
| Southeast Asset Advisors, LLC$913M AUM | 0.04% | $405,114 | 8.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $319,864 | 6.9K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.04% | $8M | 174.7K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.04% | $4M | 94.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 25.3K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.04% | $575,719 | 12.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $29M | 637.2K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.04% | $253,496 | 5.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 84.8K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.04% | $518,795 | 11.3K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.04% | $1M | 30.1K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.04% | $202,094 | 4.4K | Q2 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.04% | $463,303 | 10.0K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $34M | 733.7K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $254,778 | 5.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 91.1K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.04% | $227,744 | 4.9K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.04% | $164,788 | 3.6K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.03% | $200,223 | 4.3K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $259,973 | 5.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 46.1K | Q1 2026 |
| United Community Bank$300M AUM | 0.03% | $102,183 | 2.2K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $628,650 | 13.7K | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.03% | $772,824 | 16.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $120M | 2.60M | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $870,931 | 19.0K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $124,472 | 2.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 24.5K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $562,929 | 12.2K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 23.6K | Q1 2026 |
| Acumen Wealth Advisors, LLC$372M AUM | 0.03% | $112,780 | 2.4K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.03% | $559,566 | 12.1K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.03% | $497,556 | 10.8K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $511,147 | 11.1K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.03% | $231,820 | 5.0K | Q4 2025OLDER |
| Centricity Wealth Management, LLC$125M AUM | 0.03% | $35,378 | 764 | Q2 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.03% | $184,280 | 4.0K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.03% | $2M | 41.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $80M | 1.74M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $26M | 556.0K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.02% | $2M | 41.8K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.02% | $549,938 | 11.9K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.02% | $35,366 | 764 | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $996,464 | 21.5K | Q2 2025OLDER |
| Iron Horse Wealth Management, LLC$339M AUM | 0.02% | $74,112 | 1.6K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 169.7K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $392,102 | 8.5K | Q1 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.02% | $150,906 | 3.2K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.02% | $39,300 | 849 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $253,385 | 5.5K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.02% | $28,857 | 623 | Q2 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $273,701 | 5.9K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $418,155 | 9.0K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $393,424 | 8.5K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.02% | $43,780 | 950 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $308M | 6.70M | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.02% | $710,261 | 15.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $314M | 6.79M | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $228,047 | 5.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $105M | 2.29M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 187.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $746,227 | 16.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $16M | 353.9K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.02% | $34,414 | 747 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $943,890 | 20.5K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.02% | $1M | 23.9K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 29.4K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.02% | $507,335 | 11.0K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $278,460 | 6.0K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $1M | 32.2K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.02% | $76,891 | 1.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $10M | 207.0K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $664,882 | 14.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 60.2K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $388,232 | 8.4K | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.01% | $113,152 | 2.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $427,047 | 9.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $278,921 | 6.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $266,874 | 266.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $195,238 | 4.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $167M | 3.62M | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $201,673 | 4.4K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $699,361 | 15.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $757,459 | 16.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 43.4K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.01% | $46,070 | 1.0K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $457,371 | 9.9K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $8M | 180.2K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $543,534 | 11.8K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.01% | $99,311 | 2.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $19M | 404.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $33M | 721.3K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $368,560 | 8.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $167,169 | 3.6K | Q2 2025OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.01% | $245,277 | 5.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 31.3K | Q2 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $271,083 | 5.9K | Q2 2025OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.01% | $104,056 | 2.2K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 29.8K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $310,222 | 6.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 136.1K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $203,279 | 4.4K | Q1 2026 |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.01% | $232,607 | 5.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 38.8K | Q4 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.01% | $30,130 | 654 | Q1 2026 |
| ESL Trust Services, LLC$524M AUM | 0.01% | $34,808 | 750 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $6M | 120.2K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $12M | 250.8K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $252,697 | 5.5K | Q4 2025OLDER |
| YANKCOM Partnership$243M AUM | 0.01% | $15,940 | 346 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 84.7K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $305,352 | 6.6K | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $35,474 | 770 | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.01% | $20,553 | 444 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 23.2K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.01% | $37,473 | 809 | Q2 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.01% | $88,178 | 1.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8M | 175.7K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $5,000 | 114 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $248,197 | 5.4K | Q4 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $35,458 | 766 | Q4 2025OLDER |
| Rice Partnership, LLC$732M AUM | 0.00% | $30,314 | 658 | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $319,956 | 6.9K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $14,927 | 324 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $5M | 115.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $837,701 | 18.1K | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $34,000 | 738 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 34.1K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $282,870 | 6.1K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $11,024 | 238 | Q2 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $215,574 | 4.7K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $5,892 | 128 | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $384,869 | 8.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $765,504 | 16.6K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $23,206 | 501 | Q2 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $46,551 | 1.0K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $25,338 | 550 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $336,311 | 7.3K | Q1 2026 |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $20,271 | 440 | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $250,258 | 5.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $46,070 | 1.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $201,590 | 4.4K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $19,535 | 422 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $395,356 | 8.6K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $82,968 | 1.8K | Q1 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $19,673 | 425 | Q4 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $14,072 | 304 | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $261,108 | 5.6K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,911 | 107 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 101.9K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $24,647 | 535 | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $3,891 | 84 | Q2 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $24,417 | 530 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 159.2K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $176,553 | 3.8K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $29,297 | 638 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,986 | 347 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 87.5K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $299,086 | 6.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $4,455 | 96 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 35.4K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $20,890 | 451 | Q2 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $117,655 | 2.6K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $12,937 | 281 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 43.6K | Q4 2025OLDER |
| Navalign, LLC$396M AUM | 0.00% | $1,157 | 25 | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $3,593 | 78 | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $2,460 | 53 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $51,436 | 1.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $7,794 | 169 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $510,409 | 11.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $356,649 | 7.7K | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $691 | 15 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $25,922 | 560 | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $415 | 9 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,616 | 57 | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $507 | 11 | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $270,984 | 5.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $230,626 | 5.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,883 | 106 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,152 | 25 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $287 | 6 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $691 | 15 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $10,539 | 229 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8,799 | 191 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.