LCTUUSDBLACKROCK ETF TRUST
CUSIP 09290C509 · Yahoo Finance ↗ · Google Finance ↗
Blackrock Etf Trust (LCTUUSD) has 195 institutional holders in Filings Flow’s 13F database, together reporting 16.69M shares worth $1.1B as of Q1 2026. The largest reported holders are Varma Mutual Pension Insurance Co, Envestnet Asset Management Inc, and Lpl Financial LLC.
Institutional Holders
195
Q1 2026
Reported Value
$1.1B
Ticker
LCTUUSD
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Avise Financial Cooperative, Inc.$121M AUM | 6.55% | $8M | 112.9K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 2.59% | $3M | 44.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 2.01% | $6M | 73.5K | Q2 2026 |
| Varma Mutual Pension Insurance Co$17.0B AUM | 1.99% | $338M | 4.81M | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.15% | $9M | 132.2K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 1.04% | $1M | 16.4K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.70% | $806,997 | 11.4K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.68% | $5M | 64.6K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.59% | $1M | 16.3K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.54% | $4M | 55.8K | Q2 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.54% | $1M | 16.1K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 0.45% | $915,713 | 13.1K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.44% | $1M | 18.0K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.43% | $636,644 | 9.1K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.42% | $875,834 | 12.1K | Q3 2025OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.42% | $1M | 15.2K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.41% | $9M | 121.5K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.35% | $434,115 | 6.2K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.35% | $2M | 29.1K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.33% | $449,954 | 6.1K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.33% | $59M | 843.6K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.32% | $1M | 15.7K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.32% | $917,256 | 13.1K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.29% | $590,065 | 8.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.28% | $327,701 | 4.7K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.28% | $296,706 | 4.2K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.28% | $1M | 14.9K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.28% | $289,807 | 4.1K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.27% | $960,873 | 13.7K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 0.25% | $313,813 | 5.2K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.24% | $380,846 | 5.4K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.23% | $777,753 | 11.1K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.23% | $992,699 | 14.2K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.23% | $366,397 | 5.2K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.22% | $537,041 | 7.7K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.22% | $376,441 | 5.1K | Q4 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 0.21% | $560,116 | 8.0K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.18% | $2M | 33.3K | Q4 2025OLDER |
| Sterling Manor Financial, LLC$160M AUM | 0.17% | $279,568 | 4.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.17% | $5M | 68.7K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.16% | $258,367 | 3.7K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.16% | $502,674 | 7.2K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.15% | $659,571 | 9.4K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.14% | $1M | 20.4K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.14% | $249,255 | 3.4K | Q4 2025OLDER |
| West Wealth Group, LLC$506M AUM | 0.14% | $706,025 | 10.1K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.13% | $260,039 | 3.2K | Q2 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.12% | $431,274 | 6.1K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.12% | $353,702 | 5.0K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.12% | $498,593 | 6.2K | Q2 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.11% | $811,211 | 10.5K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.10% | $290,929 | 4.1K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.10% | $285,102 | 3.8K | Q4 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.10% | $4M | 45.0K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $3M | 37.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.09% | $2M | 22.0K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.09% | $92,020 | 1.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.09% | $120,636 | 1.7K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.09% | $277,719 | 3.5K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 0.08% | $501,094 | 7.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $310M | 4.42M | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.08% | $2M | 29.8K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.08% | $560,025 | 8.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 82.8K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.08% | $275,359 | 3.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.07% | $290,749 | 4.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $355,105 | 5.1K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.07% | $269,818 | 3.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.07% | $4M | 53.5K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.06% | $317,215 | 4.3K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.06% | $3M | 45.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.06% | $616,086 | 8.8K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.06% | $204,520 | 2.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.06% | $1M | 15.3K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $625,321 | 7.7K | Q2 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.05% | $310,778 | 4.4K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.05% | $211,011 | 2.8K | Q4 2025OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.05% | $752,503 | 10.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $238,228 | 3.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.05% | $206,922 | 3.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $5M | 70.3K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.05% | $211,826 | 2.9K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.05% | $18M | 254.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.05% | $612,020 | 8.7K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.04% | $227,455 | 3.2K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.04% | $53,445 | 762 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $2M | 22.5K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.04% | $359,697 | 5.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 204.0K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.04% | $216,562 | 3.1K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.04% | $547,618 | 7.2K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $636,401 | 9.1K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $382,108 | 5.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 60.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $433,857 | 5.6K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $741,632 | 10.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 17.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 19.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 28.3K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $425,664 | 6.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 24.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $997,714 | 12.4K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 61.6K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.03% | $2M | 23.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $942,276 | 13.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $5M | 66.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $258,567 | 3.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 46.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 53.0K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.03% | $239,308 | 3.4K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $672,061 | 8.4K | Q2 2026 |
| Legacy Financial Group LLC$795M AUM | 0.03% | $205,572 | 2.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $278,771 | 3.8K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $411,264 | 5.6K | Q4 2025OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.02% | $612,183 | 8.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $4M | 61.5K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.02% | $345,691 | 4.9K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $2M | 23.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $85M | 1.21M | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $159,941 | 2.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $21M | 292.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $262,174 | 3.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $670,891 | 8.4K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 26.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 14.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 30.2K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $281,678 | 3.9K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 52.5K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.02% | $30,451 | 411 | Q4 2025OLDER |
| JB Capital LLC$2.5B AUM | 0.02% | $452,596 | 6.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 118.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $480,651 | 6.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 18.2K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.01% | $278,726 | 4.0K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $45,047 | 608 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $249,058 | 3.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $156,100 | 2.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 23.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $515,509 | 7.3K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $406,061 | 5.4K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $28,406 | 405 | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $260,420 | 3.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 15.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $31,211 | 445 | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $607,031 | 8.2K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 40.5K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $431,249 | 6.1K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $257,965 | 3.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $258,306 | 3.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $363,171 | 5.2K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $210,679 | 3.0K | Q2 2026 |
| Clean Yield Group$355M AUM | 0.01% | $29,177 | 416 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 22.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $403,282 | 5.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $427,767 | 6.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 60.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $126,174 | 1.7K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $362,470 | 5.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.01% | $23,356 | 333 | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.01% | $10,871 | 155 | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $201,969 | 2.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $991,407 | 14.1K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $550,087 | 7.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 40.6K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $62,843 | 896 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $32,754 | 467 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 35.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $192,562 | 2.6K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $15,921 | 227 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $51,621 | 736 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $51M | 747.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $4,208 | 60 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $395,735 | 5.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $28,265 | 403 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $58,310 | 787 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 22.7K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $68,033 | 970 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 95.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $267,024 | 3.6K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $9,871 | 136 | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $3,556 | 48 | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $27,506 | 392 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $2,671 | 38 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $595,024 | 8.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $224,637 | 3.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $49,281 | 679 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $37,594 | 536 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 55.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $382,110 | 5.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 22.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $398,393 | 5.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 52.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $223,598 | 3.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $8,002 | 108 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $22,514 | 321 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $7,483 | 101 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $101,875 | 1.4K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $21,533 | 307 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $253,126 | 3.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $11,363 | 162 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $572,388 | 8.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $90,752 | 1.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $309,922 | 4.2K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $51,831 | 739 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $22,795 | 325 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $100,393 | 1.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $72,756 | 982 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $25,390 | 362 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,123 | 16 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $982 | 14 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $134,383 | 1.9K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1,753 | 25 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.