MAINMAIN STR CAP CORP
CUSIP 56035L104 · Yahoo Finance ↗ · Google Finance ↗
Main Str Cap Corp (MAIN) has 423 institutional holders in Filings Flow’s 13F database, together reporting 23.24M shares worth $946M as of Q1 2026. The largest reported holders are Ubs Group AG, Morgan Stanley, and Legal & General Group PLC.
Institutional Holders
423
Q1 2026
Reported Value
$946M
Ticker
MAIN
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Muzinich & Co., Inc.$286M AUM | 8.98% | $26M | 484.8K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 6.00% | $10M | 199.6K | Q2 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 2.80% | $16M | 293.7K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 2.48% | $11M | 203.2K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 1.73% | $4M | 71.8K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 1.57% | $26M | 484.6K | Q1 2026OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 1.51% | $3M | 50.1K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 1.36% | $7M | 123.5K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 1.14% | $2M | 36.2K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.95% | $3M | 55.2K | Q4 2025OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.93% | $6M | 113.6K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.77% | $1M | 24.3K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.68% | $3M | 54.4K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.64% | $1M | 23.7K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.60% | $5M | 101.5K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.56% | $5M | 85.0K | Q1 2026OLDER |
| Pembroke Management, LTD$691M AUM | 0.50% | $3M | 64.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.50% | $924,840 | 17.5K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.46% | $869,593 | 13.7K | Q4 2025OLDER |
| FJ Capital Management LLC$888M AUM | 0.40% | $4M | 67.7K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.35% | $6M | 113.0K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 0.35% | $641,342 | 10.6K | Q4 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.31% | $2M | 28.8K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 0.30% | $374,481 | 7.1K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.30% | $5M | 86.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.30% | $6M | 118.2K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.28% | $644,301 | 10.7K | Q4 2025OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.26% | $436,390 | 8.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.26% | $2M | 54.1K | Q2 2026 |
| Crawford Fund Management, LLC$520M AUM | 0.25% | $1M | 25.0K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.23% | $460,487 | 8.7K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.23% | $1M | 22.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.23% | $7M | 129.0K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.23% | $436,920 | 8.3K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.21% | $918,962 | 17.4K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.21% | $435,666 | 8.2K | Q1 2026OLDER |
| LRT Capital Management, LLC$107M AUM | 0.20% | $235,944 | 3.9K | Q4 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.20% | $1M | 20.7K | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.20% | $731,434 | 13.8K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.19% | $7M | 129.0K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.19% | $663,377 | 12.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.19% | $5M | 88.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.19% | $6M | 106.9K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.19% | $1M | 21.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.19% | $5M | 101.2K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.19% | $1M | 21.5K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.19% | $640,816 | 12.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.19% | $7M | 139.1K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.18% | $665,722 | 12.6K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.18% | $1M | 17.0K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.18% | $411,817 | 7.8K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.17% | $468,219 | 8.8K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.16% | $671,956 | 12.7K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.16% | $230,400 | 4.3K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.16% | $888,737 | 16.8K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.14% | $275,816 | 5.2K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.14% | $1M | 21.4K | Q4 2025OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.14% | $742,533 | 14.0K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.13% | $286,408 | 5.4K | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 0.13% | $332,271 | 6.3K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 0.13% | $221,479 | 4.2K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.12% | $218,884 | 4.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.12% | $6M | 115.0K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.12% | $4M | 79.6K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.12% | $213,288 | 3.5K | Q4 2025OLDER |
| CAP Partners, LLC$177M AUM | 0.12% | $211,168 | 4.0K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.12% | $2M | 36.6K | Q1 2026OLDER |
| Riverstone Advisors, LLC$203M AUM | 0.12% | $233,448 | 4.4K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.11% | $323,056 | 6.1K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.11% | $3M | 53.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.11% | $495,100 | 9.3K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.11% | $295,336 | 5.6K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.10% | $799,431 | 15.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.10% | $855,766 | 16.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.10% | $3M | 60.4K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.10% | $264,800 | 5.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.10% | $6M | 111.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.09% | $463,788 | 8.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.09% | $571,860 | 10.8K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.09% | $607,287 | 11.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.09% | $2M | 37.1K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.09% | $212,578 | 4.0K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.09% | $515,777 | 9.7K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.09% | $454,562 | 8.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.09% | $1M | 26.8K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $352,902 | 6.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.09% | $1M | 21.7K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.09% | $512,017 | 9.7K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 0.08% | $321,866 | 6.1K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.08% | $236,493 | 4.5K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.08% | $111,689 | 2.11M | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.08% | $2M | 28.8K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.08% | $980,237 | 18.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.08% | $8M | 153.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.08% | $4M | 66.2K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.08% | $284,925 | 5.4K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.08% | $275,392 | 5.2K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.08% | $5M | 93.5K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.08% | $2M | 46.8K | Q2 2026 |
| BAYBAN$115M AUM | 0.07% | $85,372 | 1.6K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.07% | $213,982 | 3.4K | Q4 2025OLDER |
| Greenland Capital Management LP$787M AUM | 0.07% | $571,968 | 10.8K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.07% | $429,865 | 8.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 58.1K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.07% | $356,037 | 6.8K | Q2 2026 |
| Bay Rivers Group$293M AUM | 0.07% | $202,851 | 3.9K | Q2 2026 |
| Inscription Capital, LLC$951M AUM | 0.07% | $625,595 | 11.8K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.07% | $300,567 | 5.8K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.06% | $430,706 | 7.1K | Q4 2025OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.06% | $1M | 27.8K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.06% | $264,800 | 5.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $810,551 | 15.3K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.06% | $266,589 | 5.0K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.06% | $238,017 | 3.7K | Q3 2025OLDER |
| Compass Financial Services Inc$231M AUM | 0.06% | $138,056 | 2.3K | Q4 2025OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.06% | $1M | 20.8K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 0.06% | $255,705 | 4.8K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $303,514 | 5.7K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $327,000 | 5.2K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $8M | 142.5K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.05% | $673,222 | 12.7K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.05% | $228,226 | 3.6K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 35.5K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.05% | $472,836 | 8.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.05% | $2M | 41.6K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.05% | $1M | 20.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.05% | $209,130 | 3.9K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.05% | $211,365 | 3.5K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.05% | $169,964 | 3.2K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.05% | $321,133 | 6.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.05% | $4M | 73.2K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.05% | $680,457 | 12.8K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.05% | $129,364 | 2.4K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.05% | $2M | 43.5K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.05% | $211,365 | 3.5K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $881,555 | 16.6K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.05% | $306,358 | 5.1K | Q4 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.04% | $344,368 | 6.5K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.04% | $517,063 | 9.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 103.1K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.04% | $549,200 | 9.1K | Q4 2025OLDER |
| Sankala Group LLC$122M AUM | 0.04% | $52,970 | 1.0K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.04% | $61,010 | 1.2K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.04% | $147,752 | 2.4K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 170.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 49.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $358,592 | 6.8K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.04% | $265,683 | 5.0K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.04% | $556,924 | 10.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.04% | $825,276 | 15.6K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.04% | $254,360 | 4.0K | Q3 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.04% | $2M | 46.1K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.04% | $207,520 | 4.0K | Q2 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.03% | $537,500 | 10.0K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.03% | $133,459 | 2.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $678,899 | 12.8K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.03% | $885,349 | 16.7K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.03% | $317,760 | 6.0K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.03% | $67,789 | 1.3K | Q2 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.03% | $282,065 | 5.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $799,431 | 15.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 33.7K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.03% | $220,721 | 3.5K | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.03% | $152,565 | 2.9K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 20.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $26M | 485.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $386,343 | 7.3K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.03% | $31,776 | 600 | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $228,167 | 4.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $222,435 | 4.2K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $890,469 | 16.8K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.03% | $709,399 | 13.4K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $3M | 53.5K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 38.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 35.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 19.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $690,144 | 13.4K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $259,451 | 4.9K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $2M | 35.6K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.02% | $423,680 | 8.0K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.02% | $219,376 | 3.6K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $28M | 524.0K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.02% | $208,418 | 3.3K | Q3 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.02% | $27,540 | 520 | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.02% | $351,443 | 6.6K | Q1 2026OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.02% | $509,664 | 9.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $746,471 | 14.1K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.02% | $1M | 25.0K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.02% | $334,972 | 6.3K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.02% | $30,558 | 577 | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.02% | $20,895 | 391 | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.02% | $26,480 | 500 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $267,960 | 5.2K | Q2 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $298,451 | 5.6K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.02% | $2M | 33.0K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.02% | $21,184 | 400 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $127,898 | 2.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $29M | 543.3K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.02% | $147,494 | 2.8K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.02% | $345,612 | 5.4K | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.02% | $143,459 | 2.71M | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $19,701 | 372 | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.02% | $20,833 | 402 | Q2 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $2M | 43.0K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.02% | $211,840 | 4.0K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $227,546 | 4.3K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.02% | $529,600 | 10.0K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $238,285 | 3.9K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $199,900 | 3.8K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $635,790 | 12.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $327,620 | 6.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $275,461 | 5.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $844,024 | 15.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $3M | 51.6K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $417,960 | 6.9K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $329,146 | 6.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $356,719 | 6.7K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $389,316 | 7.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 169.7K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.01% | $56,654 | 1.1K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $20M | 370.5K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.01% | $31,795 | 500 | Q3 2025OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.01% | $21,184 | 400 | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $455,006 | 8.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $681,285 | 11.3K | Q4 2025OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.01% | $642,299 | 12.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $183,372 | 3.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 57.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $221,887 | 3.7K | Q4 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $574,661 | 10.9K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $68,255 | 1.3K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $710,971 | 11.8K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $11M | 205.4K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.01% | $27,779 | 460 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $71M | 1.34M | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $484,584 | 9.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $908,953 | 17.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $478,376 | 9.0K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $10 | 169 | Q4 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $2M | 42.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $42M | 784.0K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $226,705 | 3.8K | Q4 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $219,589 | 4.2K | Q2 2026 |
| M&T BANK CORP$29.2B AUM | 0.01% | $3M | 51.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $772,369 | 14.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $15,888 | 300 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $206,020 | 3.9K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $378,113 | 5.9K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $98,982 | 1.9K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $205,228 | 3.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $6M | 120.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $452,525 | 8.5K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $22,257 | 350 | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $19M | 359.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 41.1K | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $301,469 | 5.1K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.01% | $65,300 | 1.2K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $266,727 | 5.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 26.3K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $190,656 | 3.6K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $9,901 | 103 | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $531,907 | 10.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $661,804 | 12.5K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 72.9K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $540,872 | 9.7K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.01% | $34,424 | 650 | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $217,984 | 4.1K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.01% | $7,247 | 120 | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $236,195 | 4.6K | Q2 2026 |
| Destination Wealth Management$3.9B AUM | 0.01% | $238,002 | 4.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $629,430 | 11.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $534,260 | 10.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 39.0K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $61,761 | 1.2K | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $14M | 256.1K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $200,771 | 3.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 39.8K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.01% | $744,766 | 11.7K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.01% | $30,195 | 500 | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.01% | $30,558 | 577 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $9,904 | 187 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $105,126 | 2.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $241,198 | 4.0K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 95.6K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $309,657 | 5.8K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $285,817 | 4.7K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $453,587 | 8.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 69.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $139,161 | 2.6K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.01% | $323,056 | 6.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $6,726 | 127 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $918,321 | 17.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3M | 52.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 72.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $18M | 347.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $755,421 | 12.5K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $27,010 | 510 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $59,792 | 1.1K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $618,573 | 11.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $2M | 29.4K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $16,501 | 312 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $16,501 | 312 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $925,177 | 17.5K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $7,361 | 139 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $735,086 | 13.9K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $269,672 | 4.5K | Q4 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $523,827 | 9.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $710,095 | 13.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $292,584 | 5.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 263.7K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $63,711 | 1.2K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.00% | $345,935 | 6.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $741,329 | 14.0K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $17M | 320.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $208,752 | 3.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 72.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $53,254 | 1.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $5,296 | 100 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 17.3K | Q4 2025OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $229,059 | 3.8K | Q4 2025OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.00% | $507,095 | 8.4K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 59.8K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $32M | 608.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 94.5K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $45,883 | 866 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $309,442 | 5.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $710,893 | 13.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $23M | 432.5K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $424,964 | 7.0K | Q4 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $31,776 | 600 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $25,817 | 406 | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $274,943 | 5.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $52M | 867.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 27.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $245,099 | 4.6K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $72,465 | 1.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $732,052 | 13.8K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $1M | 21.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 82.2K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $79,440 | 1.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $208,556 | 3.9K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $243,722 | 4.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $267,226 | 4.4K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 47.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $691,345 | 11.4K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $363,917 | 6.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $41,129 | 647 | Q3 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 29.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $944,851 | 17.8K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $5,296 | 100 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $117,836 | 2.2K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $127,104 | 2.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $82,138 | 1.6K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 92.2K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $15,888 | 300 | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $16M | 253.7K | Q3 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $151,954 | 2.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $115,243 | 2.2K | Q2 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $7,944 | 150 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $986,036 | 18.7K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $47,346 | 784 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $75,786 | 1.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $202,313 | 3.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 313.4K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.00% | $10,592 | 200 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $6,039 | 100 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $120,988 | 2.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $246,264 | 4.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $7,944 | 150 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $325,261 | 6.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $295,429 | 5.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 127.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $93,474 | 1.8K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $15,888 | 300 | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $6,620 | 125 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 22.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 19.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 40.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $937,456 | 17.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 19.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $77,375 | 1.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $34,424 | 650 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9,798 | 185 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $51,478 | 972 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $10,026 | 156 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 126.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $14,308 | 225 | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 24.3K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $15,888 | 300 | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $554,250 | 8.7K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 151.2K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $286,853 | 4.8K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $1M | 21.8K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $875,111 | 16.5K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $1,653 | 26 | Q3 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $11,545 | 218 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $52,960 | 1.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $229,285 | 3.6K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $17,212 | 325 | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.00% | $1,748 | 33 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $810,189 | 15.3K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $24,415 | 461 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 24.9K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.00% | $107,244 | 2.0K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $686,772 | 10.8K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 103.7K | Q2 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $583,488 | 9.7K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $61,809 | 972 | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $11,599 | 219 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $663,370 | 12.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 110.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $622,459 | 11.8K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $217,136 | 4.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $54,761 | 1.0K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $206,544 | 3.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $804,674 | 15.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $24,030 | 454 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $28,378 | 547 | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $261,791 | 4.3K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $574,808 | 10.9K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $3,178 | 60 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $17,689 | 334 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $6,832 | 129 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $4,555 | 86 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 44.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 167.9K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $10,910 | 206 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $1,908 | 30 | Q3 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $200,881 | 3.2K | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $11,602 | 219 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 44.3K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $14,564 | 275 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $258,710 | 4.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $918,750 | 17.3K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $3,402 | 64 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $5,970 | 115 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $22M | 424.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $10,592 | 200 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $1,059 | 20 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,181 | 22 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 97.6K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $6,039 | 100 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $67,469 | 1.1K | Q3 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $5,296 | 100 | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $504 | 10 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 40.3K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $249,123 | 4.7K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $171,930 | 2.8K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $70,958 | 1.2K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $97,228 | 1.6K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $8,209 | 155 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $1,064 | 20 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,201 | 53 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $6M | 110.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $403,184 | 7.8K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $1,590 | 25 | Q3 2025OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $279 | 5 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $76,792 | 1.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $257,439 | 4.9K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $26,533 | 501 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,113 | 18 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $963,872 | 18.2K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $3,105 | 59 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $195,899 | 3.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $56,932 | 1.1K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $109 | 2 | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $7,174 | 133 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $105,615 | 2.0K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $274,177 | 4.5K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $845 | 14 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $24,362 | 460 | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $604 | 10 | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $127 | 2 | Q3 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $354 | 5 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $986 | 19 | Q2 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $3,805 | 63 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $5,402 | 102 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,006 | 19 | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $212 | 4 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $25,420 | 480 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $38 | 1 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $46,128 | 871 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $13,663 | 258 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $212 | 4 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.