KYNEURKAYNE ANDERSON ENERGY INFRST
CUSIP 486606106 · Yahoo Finance ↗ · Google Finance ↗
Kayne Anderson Energy Infrst (KYNEUR) has 254 institutional holders in Filings Flow’s 13F database, together reporting 58.23M shares worth $796M as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Cetera Investment Advisers.
Institutional Holders
254
Q1 2026
Reported Value
$796M
Ticker
KYNEUR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TERRIL BROTHERS, INC.$366M AUM | 5.73% | $21M | 1.47M | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 2.81% | $39M | 2.71M | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 2.51% | $10M | 680.3K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 2.10% | $8M | 586.3K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 1.71% | $4M | 306.1K | Q1 2026OLDER |
| AG Asset Advisory, LLC$121M AUM | 1.32% | $2M | 111.7K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 1.23% | $3M | 222.8K | Q4 2025OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 1.14% | $3M | 234.1K | Q1 2026OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 1.13% | $2M | 144.1K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 1.00% | $2M | 108.6K | Q1 2026OLDER |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.95% | $11M | 829.9K | Q2 2026 |
| TSP Capital Management Group, LLC$410M AUM | 0.94% | $4M | 270.5K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.94% | $2M | 127.2K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.92% | $9M | 626.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.82% | $2M | 141.1K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.75% | $1M | 78.5K | Q2 2026 |
| McGowan Group Asset Management, Inc.$785M AUM | 0.56% | $4M | 308.2K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.56% | $3M | 197.5K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.53% | $1M | 72.4K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.50% | $1M | 79.0K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.49% | $10M | 692.9K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.49% | $4M | 303.7K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.49% | $508,154 | 35.6K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.47% | $7M | 483.5K | Q2 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.47% | $2M | 109.9K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.46% | $3M | 192.1K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.46% | $27M | 1.92M | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.42% | $639,030 | 44.8K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.34% | $1M | 76.0K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.34% | $2M | 152.7K | Q4 2025OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.33% | $452,865 | 31.7K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.32% | $152,571 | 12.3K | Q4 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.32% | $642,743 | 45.0K | Q2 2026 |
| Atala Financial Inc$149M AUM | 0.29% | $437,940 | 31.6K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.28% | $470,854 | 33.0K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.27% | $420,986 | 29.5K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.26% | $3M | 211.7K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.26% | $664,634 | 46.5K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.25% | $1M | 85.7K | Q1 2026OLDER |
| Aristides Capital LLC$462M AUM | 0.24% | $1M | 78.0K | Q1 2026OLDER |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 0.22% | $12M | 808.7K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.22% | $3M | 194.9K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.21% | $250,643 | 17.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.21% | $5M | 332.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.21% | $6M | 409.3K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.20% | $8M | 587.5K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.19% | $196,850 | 13.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.18% | $4M | 288.0K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.18% | $1M | 78.9K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.17% | $521,220 | 36.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.17% | $327,954 | 23.0K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.17% | $870,694 | 61.0K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.16% | $689,010 | 48.3K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.16% | $3M | 190.0K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.16% | $452,305 | 31.7K | Q1 2026OLDER |
| Sheets Smith Investment Management$154M AUM | 0.15% | $237,801 | 19.2K | Q3 2025OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.15% | $1M | 104.1K | Q3 2025OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.14% | $737,433 | 51.6K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.14% | $873,936 | 61.2K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.14% | $304,193 | 21.3K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.13% | $179,957 | 12.6K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.13% | $544,726 | 38.1K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.12% | $410,511 | 33.2K | Q4 2025OLDER |
| WNY Asset Management, LLC$967M AUM | 0.12% | $1M | 98.9K | Q3 2025OLDER |
| Leisure Capital Management$286M AUM | 0.12% | $332,582 | 23.3K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 0.11% | $230,950 | 16.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.11% | $456,723 | 33.0K | Q2 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.11% | $302,970 | 21.2K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.11% | $1M | 85.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 516.5K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.09% | $396,884 | 27.8K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.08% | $3M | 205.7K | Q3 2025OLDER |
| Pointe Capital Management LLC$202M AUM | 0.08% | $166,834 | 13.5K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.08% | $1M | 87.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.08% | $19M | 1.33M | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.07% | $2M | 133.7K | Q3 2025OLDER |
| NWAM LLC$1.7B AUM | 0.07% | $1M | 82.0K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.07% | $413,035 | 28.9K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.06% | $38M | 2.69M | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.06% | $163,502 | 11.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 233.9K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.06% | $170,349 | 13.8K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $55M | 3.88M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.06% | $5M | 332.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $992,888 | 69.5K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.05% | $5M | 395.3K | Q3 2025OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.05% | $508,088 | 35.6K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.05% | $192,780 | 13.5K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.05% | $654,683 | 52.9K | Q3 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.04% | $314,646 | 22.0K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $248,693 | 20.1K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $639,358 | 44.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.04% | $240,904 | 16.9K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.04% | $203,461 | 14.2K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.04% | $189,210 | 13.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $819,757 | 57.4K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.04% | $428,400 | 30.0K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.04% | $389,515 | 27.3K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.03% | $142,800 | 10.0K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.03% | $880,922 | 61.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 141.2K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.03% | $476,499 | 33.4K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.03% | $257,754 | 18.1K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.03% | $159,148 | 11.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $277,639 | 20.1K | Q2 2026 |
| IFC Advisors LLC$699M AUM | 0.03% | $209,321 | 16.9K | Q4 2025OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.03% | $113,426 | 7.9K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.03% | $143,818 | 10.4K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.03% | $741,253 | 57.8K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.03% | $167,469 | 13.5K | Q3 2025OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.02% | $1M | 83.1K | Q3 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.02% | $791,112 | 55.4K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.02% | $5M | 323.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 123.7K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.02% | $334,995 | 23.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $442,456 | 35.8K | Q3 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.02% | $144,984 | 10.2K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $919,789 | 64.4K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.02% | $132,619 | 10.7K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $441,423 | 30.9K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.02% | $811,104 | 56.8K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $247,649 | 17.3K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.02% | $47,667 | 3.3K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.02% | $163,178 | 11.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $388,444 | 27.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $18M | 1.23M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 752.6K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.02% | $19,593 | 1.4K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $148,812 | 10.4K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $337,070 | 27.2K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $5M | 343.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $692,938 | 48.5K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $38,347 | 3.1K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $319,270 | 25.8K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $153,210 | 10.7K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.01% | $183,304 | 12.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $42,402 | 3.4K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $244,545 | 17.1K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $518,594 | 36.3K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.01% | $168,162 | 11.8K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.01% | $203,419 | 14.2K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $254,975 | 17.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 100.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $36M | 2.50M | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $291,026 | 20.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $16,358 | 1.3K | Q4 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.01% | $167,508 | 13.5K | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $509,554 | 35.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $155,986 | 12.6K | Q3 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $18,570 | 1.5K | Q4 2025OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.01% | $10,267 | 719 | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $389,116 | 28.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $45M | 3.16M | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 164.5K | Q2 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $340,882 | 23.9K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 169.2K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $151,668 | 10.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $333,813 | 23.4K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $241,755 | 16.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $126M | 10.14M | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $179,999 | 12.6K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.01% | $7,140 | 500 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $148,713 | 10.4K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $16,308 | 1.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $252,870 | 17.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $485,828 | 34.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 373.4K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $573,585 | 40.2K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $295,648 | 20.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 207.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 105.8K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $29M | 2.04M | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $389,209 | 27.3K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $617,784 | 43.3K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.00% | $180,613 | 12.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $665,353 | 46.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $66M | 4.60M | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.00% | $31,706 | 2.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $67,694 | 4.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $145,942 | 10.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $249,900 | 17.5K | Q2 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $8,007 | 647 | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $372,708 | 26.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $283,944 | 19.9K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.00% | $8,854 | 620 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $854,142 | 59.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $183,241 | 12.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $634,332 | 44.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $307,020 | 21.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 198.8K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $7,292 | 516 | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.00% | $14,280 | 1.0K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $24,750 | 1.8K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $373,254 | 27.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22M | 1.55M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $145,699 | 10.2K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $282,086 | 22.8K | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $85,680 | 6.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $176,984 | 12.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $37,057 | 2.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 105.1K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $4,446 | 311 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $33,597 | 2.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 611.9K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $22,754 | 1.6K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $691,783 | 48.4K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $18,079 | 1.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $324,851 | 22.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $164,967 | 11.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 144.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $26,030 | 1.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $25,975 | 1.8K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $445,507 | 31.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 139.1K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $10,710 | 750 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $334,489 | 23.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $763,323 | 53.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $219,285 | 15.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $240,338 | 16.8K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $5,255 | 380 | Q2 2026 |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $206,132 | 14.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $638,516 | 44.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $38,085 | 2.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $12,852 | 900 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $793,165 | 55.5K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $7,140 | 500 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $842,948 | 59.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $153,200 | 12.2K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $1,428 | 100 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $13,830 | 1.0K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $31,338 | 2.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $853,422 | 59.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $5,323 | 430 | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $6,026 | 422 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $184,212 | 12.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $16,808 | 1.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $685,095 | 48.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $7,140 | 500 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $159,573 | 12.9K | Q3 2025OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $1,100 | 77 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $46,699 | 3.8K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $480,010 | 33.6K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $152,525 | 10.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $310,874 | 21.8K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $5,127 | 359 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $11,967 | 838 | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $4,641 | 325 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $204,685 | 14.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $19,121 | 1.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $22,284 | 1.8K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,918 | 575 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $67,473 | 4.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $11,158 | 902 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $636,031 | 44.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $243,003 | 20.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $14,280 | 1.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $63,780 | 5.2K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $33,558 | 2.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $171,660 | 12.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 114.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $377,191 | 26.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $848,742 | 59.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $3,142 | 254 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $307,700 | 21.5K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,996 | 242 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,512 | 386 | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $971 | 68 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $964 | 78 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 77.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $71,526 | 5.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $746,444 | 52.3K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $17,150 | 1.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $1,142 | 80 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $31,610 | 2.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $596,690 | 41.8K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $85,440 | 6.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $148,598 | 10.4K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $26,232 | 1.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $296,596 | 20.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $10,881 | 762 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $131 | 9 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $396 | 32 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $857 | 60 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $41,387 | 2.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,585 | 250 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $60,961 | 4.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $25 | 2 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $785 | 55 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.