LVHILEGG MASON ETF INVT
CUSIP 52468L505 · Yahoo Finance ↗ · Google Finance ↗
Legg Mason Etf Invt (LVHI) has 292 institutional holders in Filings Flow’s 13F database, together reporting 72.25M shares worth $2.9B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Northwestern Mutual Wealth Management Co, and Bank Of America Corp /De/.
Institutional Holders
292
Q1 2026
Reported Value
$2.9B
Ticker
LVHI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SIERRA OCEAN, LLC$122M AUM | 9.06% | $11M | 272.3K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 8.53% | $19M | 458.6K | Q1 2026OLDER |
| Seros Financial, LLC$157M AUM | 6.96% | $11M | 269.6K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 6.29% | $15M | 363.1K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 5.07% | $7M | 165.1K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 4.64% | $17M | 408.3K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 4.62% | $7M | 170.7K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 4.25% | $20M | 499.6K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 3.38% | $5M | 117.6K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.34% | $5M | 127.8K | Q1 2026OLDER |
| Prota Financial, LLC$152M AUM | 3.24% | $5M | 121.7K | Q2 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 3.15% | $4M | 100.1K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 3.00% | $14M | 353.0K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 2.96% | $7M | 174.7K | Q1 2026OLDER |
| CROBAN$213M AUM | 2.90% | $6M | 152.2K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 2.86% | $5M | 132.6K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 2.83% | $25M | 626.0K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 2.81% | $5M | 132.5K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 2.73% | $15M | 375.9K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 2.67% | $6M | 151.4K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 2.31% | $8M | 205.8K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 2.31% | $13M | 330.0K | Q2 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 2.25% | $5M | 114.2K | Q2 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 2.07% | $5M | 118.6K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 2.02% | $10M | 244.2K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 1.95% | $3M | 78.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 1.92% | $3M | 72.8K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.89% | $3M | 69.7K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.89% | $3M | 72.0K | Q1 2026OLDER |
| Freestate Advisors LLC$134M AUM | 1.75% | $2M | 57.7K | Q2 2026 |
| LANE BROTHERS & CO INC$137M AUM | 1.70% | $2M | 57.7K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 1.57% | $6M | 160.2K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 1.41% | $31M | 761.7K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 1.41% | $7M | 167.6K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 1.21% | $1M | 30.6K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 1.13% | $3M | 63.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 1.08% | $59M | 1.46M | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 1.00% | $1M | 30.3K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 1.00% | $1M | 36.0K | Q2 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 0.97% | $2M | 43.8K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.92% | $2M | 44.3K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.87% | $3M | 78.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.86% | $4M | 90.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.78% | $10M | 254.6K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.78% | $8M | 202.3K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.74% | $5M | 121.3K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.68% | $2M | 55.5K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 0.66% | $1M | 28.8K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.65% | $1M | 30.2K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.62% | $6M | 137.7K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.61% | $2M | 41.3K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 0.57% | $3M | 83.9K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.56% | $2M | 44.5K | Q2 2026 |
| Nautilus Advisors LLC$146M AUM | 0.53% | $772,967 | 19.1K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.51% | $7M | 171.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.47% | $3M | 64.4K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.46% | $883,407 | 21.8K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.45% | $2M | 47.0K | Q4 2025OLDER |
| KWB Wealth$1.0B AUM | 0.44% | $4M | 122.9K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.44% | $2M | 52.1K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.43% | $1M | 28.7K | Q4 2025OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.43% | $482,712 | 11.9K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.43% | $505,649 | 13.7K | Q4 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.42% | $18M | 509.1K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.42% | $7M | 181.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.42% | $4M | 93.7K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.41% | $739,266 | 18.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.39% | $5M | 132.9K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.39% | $982,344 | 24.2K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.37% | $2M | 52.9K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.35% | $967,446 | 23.9K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.34% | $494,379 | 13.4K | Q4 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.32% | $3M | 83.8K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.29% | $20M | 493.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.26% | $10M | 242.2K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.26% | $309,485 | 7.6K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.26% | $796,244 | 19.6K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.25% | $1M | 25.9K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.25% | $3M | 76.4K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.24% | $238 | 6.5K | Q4 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.22% | $934,414 | 23.0K | Q2 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.22% | $4M | 96.2K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.21% | $812,057 | 20.0K | Q2 2026 |
| Fortitude Financial, LLC$111M AUM | 0.19% | $216,791 | 5.3K | Q2 2026 |
| Clear Point Advisors Inc.$129M AUM | 0.19% | $246,201 | 6.7K | Q4 2025OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.19% | $506,236 | 12.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.19% | $40M | 975.2K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.18% | $24M | 584.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.18% | $1M | 27.3K | Q2 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.18% | $5M | 125.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.17% | $46M | 1.13M | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.17% | $4M | 106.3K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.17% | $15M | 365.0K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.16% | $207,245 | 5.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.16% | $25M | 674.8K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.16% | $964,284 | 23.5K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.15% | $370,657 | 9.1K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.15% | $2M | 37.2K | Q2 2026 |
| VestGen Investment Management$181M AUM | 0.15% | $271,740 | 6.7K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.14% | $224,381 | 6.5K | Q3 2025OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.14% | $1M | 30.4K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.14% | $394,252 | 9.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.14% | $4M | 110.6K | Q2 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.14% | $1M | 36.5K | Q2 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.14% | $2M | 44.9K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.14% | $247,294 | 6.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.14% | $8M | 208.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.13% | $3M | 80.5K | Q3 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.13% | $1M | 29.6K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.13% | $3M | 84.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.13% | $48M | 1.18M | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.12% | $1M | 27.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.12% | $450M | 11.09M | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.12% | $6M | 152.8K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $11M | 260.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.11% | $177M | 4.37M | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.11% | $10M | 245.6K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.11% | $215,412 | 5.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.10% | $51M | 1.26M | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.10% | $2M | 51.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.10% | $3M | 67.9K | Q1 2026OLDER |
| OxenFree Capital LLC$218M AUM | 0.10% | $218,074 | 5.3K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.10% | $5M | 114.8K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.10% | $967,582 | 26.2K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.09% | $1M | 25.8K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.09% | $391,459 | 11.3K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.09% | $8M | 196.1K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.09% | $134,154 | 3.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.09% | $2M | 40.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.08% | $4M | 100.7K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.08% | $340,777 | 8.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.08% | $7M | 162.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.08% | $2M | 53.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.08% | $3M | 71.0K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.08% | $658,151 | 16.1K | Q2 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.08% | $949,002 | 23.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.07% | $3M | 63.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $48M | 1.19M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $49M | 1.21M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.07% | $2M | 42.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $2M | 57.1K | Q2 2026 |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 0.06% | $220,823 | 5.4K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $61M | 1.50M | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.06% | $240,488 | 5.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $59M | 1.46M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $12M | 299.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.06% | $1M | 26.4K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.06% | $432,481 | 10.7K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.06% | $378,325 | 9.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.06% | $277,091 | 6.8K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.06% | $1M | 34.9K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $60M | 1.47M | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.05% | $413,954 | 10.2K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $417,169 | 10.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 81.6K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $975,048 | 24.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.05% | $910,853 | 22.5K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.05% | $546,232 | 13.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $1M | 35.0K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.05% | $134,570 | 3.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $8M | 208.5K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.04% | $266,200 | 6.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 59.7K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.04% | $577,887 | 14.2K | Q2 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 33.9K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 352.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $504,815 | 12.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 45.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $426,521 | 10.5K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $343,576 | 8.5K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $596,942 | 14.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $500,992 | 12.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $638,843 | 15.8K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $783,771 | 19.3K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.04% | $377,427 | 9.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 28.4K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $6M | 144.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 52.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $813,646 | 20.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $109M | 2.69M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 50.3K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.03% | $144,445 | 3.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $237,931 | 6.5K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 28.7K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.03% | $443,710 | 10.9K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.03% | $5M | 111.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $63M | 1.60M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $785,167 | 19.4K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 45.6K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $564,317 | 13.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $430,743 | 11.7K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 51.5K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.03% | $431,633 | 10.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.03% | $7M | 174.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 47.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 33.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $136,214 | 3.4K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.02% | $162,524 | 4.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $322,575 | 8.0K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $414,201 | 10.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 31.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $84M | 2.07M | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $322,077 | 7.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $40,581 | 1.0K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.02% | $1M | 35.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $352,694 | 8.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $103M | 2.54M | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $318,568 | 7.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $310,751 | 7.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $73M | 1.79M | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $18,209 | 524 | Q3 2025OLDER |
| Torren Management, LLC$201M AUM | 0.02% | $33,433 | 825 | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.02% | $120,659 | 3.3K | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $41,955 | 1.1K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $643,361 | 18.5K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 39.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 175.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 42.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 28.5K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $211,132 | 5.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $840,411 | 20.7K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $44,594 | 1.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $169M | 4.18M | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 258.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $504,024 | 12.4K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $337,495 | 8.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $153,606 | 3.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 57.2K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.01% | $16,384 | 11.9K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $834,814 | 20.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $203,270 | 5.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $310,455 | 7.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $63M | 1.54M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $53M | 1.30M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $147M | 3.99M | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 122.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $205,456 | 5.6K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $56,629 | 1.5K | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $11,716 | 289 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 38.8K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $299,761 | 7.4K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $789,448 | 19.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 130.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $119,373 | 2.9K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.01% | $17,195 | 467 | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $544,735 | 13.4K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 26.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $39M | 961.0K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $1M | 28.2K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $32M | 795.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $320,819 | 7.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 61.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $628,856 | 15.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $243,767 | 6.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 40.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $352,587 | 8.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $699,543 | 19.0K | Q4 2025OLDER |
| Bank of New Hampshire$437M AUM | 0.00% | $12,162 | 300 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 41.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $554,222 | 13.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $118,377 | 2.9K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $214,460 | 5.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $691,657 | 17.1K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $210,038 | 5.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $201,196 | 5.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $404,862 | 10.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $238,667 | 5.9K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $10,743 | 265 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,954 | 85 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $14,162 | 408 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $265,506 | 6.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $263,275 | 6.5K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $40,178 | 991 | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $4,139 | 119 | Q3 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,986 | 49 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $199,741 | 4.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $55,256 | 1.4K | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $2,149 | 53 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $744,841 | 18.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $580,824 | 15.7K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $7,888 | 227 | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $12,077 | 328 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $6,081 | 150 | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.00% | $1,378 | 34 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $711,315 | 17.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $995,088 | 24.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 39.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 216.2K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $5,838 | 144 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $16,234 | 400 | Q2 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $10,746 | 265 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $13,555 | 334 | Q2 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,203 | 79 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $2,856 | 70 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $890,826 | 22.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $249,478 | 6.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $10,155 | 254 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $200,227 | 4.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $810 | 22 | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $260,670 | 6.4K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $20,270 | 500 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $609 | 15 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $48,648 | 1.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $109,355 | 3.0K | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $1,421 | 35 | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $874,033 | 23.7K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $1,419 | 35 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,554 | 211 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $17,375 | 500 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $8,514 | 210 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $3,203 | 79 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $415,054 | 11.9K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $266,685 | 6.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,432 | 60 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $488,174 | 12.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $27,207 | 671 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,324 | 304 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,797 | 69 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11,189 | 276 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4,459 | 110 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $57,567 | 1.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.