MGEEMGE ENERGY INC
CUSIP 55277P104 · Yahoo Finance ↗ · Google Finance ↗
Mge Energy Inc (MGEE) has 314 institutional holders in Filings Flow’s 13F database, together reporting 21.79M shares worth $1.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
314
Q1 2026
Reported Value
$1.7B
Ticker
MGEE
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.01% | $422M | 5.46M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $357M | 4.55M | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $206M | 2.66M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $148M | 1.92M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $127M | 1.64M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $72M | 925.8K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $53M | 684.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $35M | 446.9K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $32M | 418.2K | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.02% | $28M | 316.3K | Q2 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $28M | 360.8K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $26M | 330.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $25M | 320.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $24M | 306.4K | Q1 2026 |
| DEPRINCE RACE & ZOLLO INC$5.3B AUM | 0.40% | $21M | 277.1K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.14% | $21M | 271.2K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $19M | 246.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $18M | 226.5K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.12% | $17M | 221.3K | Q1 2026 |
| SPEECE THORSON CAPITAL GROUP INC$439M AUM | 3.34% | $15M | 189.5K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $14M | 185.5K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $14M | 182.5K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $14M | 178.2K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $13M | 169.6K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $13M | 169.1K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $12M | 159.6K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $10M | 134.4K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $10M | 130.8K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $9M | 122.8K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $9M | 116.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 99.8K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $7M | 85.6K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $6M | 83.4K | Q1 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM | 0.05% | $6M | 80.5K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 80.2K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $6M | 80.1K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $6M | 79.3K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.03% | $6M | 74.6K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 72.0K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 68.2K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 67.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 67.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 61.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 59.7K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $4M | 53.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 50.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 49.3K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 45.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 44.6K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 40.3K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.08% | $3M | 39.7K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 39.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 39.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 38.3K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 37.2K | Q1 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.01% | $3M | 35.4K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 35.5K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 34.9K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 34.2K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 32.9K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $3M | 32.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 32.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 32.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 32.3K | Q1 2026 |
| Madison Wealth Partners, Inc$627M AUM | 0.39% | $2M | 31.7K | Q1 2026 |
| CANADA LIFE ASSURANCE Co$55.8B AUM | 0.00% | $2M | 30.2K | Q1 2026 |
| Magellan Asset Management Ltd$7.7B AUM | 0.03% | $2M | 29.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 29.4K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 29.1K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.09% | $2M | 28.9K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 28.2K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 28.1K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 27.8K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $2M | 27.6K | Q1 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.04% | $2M | 25.9K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 24.4K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.11% | $2M | 23.7K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 22.6K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 22.5K | Q1 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 21.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $2M | 21.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 20.4K | Q1 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $2M | 20.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 20.3K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 20.2K | Q1 2026 |
| State of Alaska, Department of Revenue$9.2B AUM | 0.02% | $1M | 19.2K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.08% | $1M | 18.3K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 18.1K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $1M | 16.5K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 17.4K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1M | 17.3K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 17.0K | Q1 2026 |
| VARCOV Co.$268M AUM | 0.48% | $1M | 16.8K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 16.7K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 16.4K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 16.1K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 16.2K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $1M | 16.0K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $1M | 15.9K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 15.7K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $1M | 14.9K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $1M | 13.3K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 14.2K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.32% | $1M | 14.1K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.09% | $1M | 13.8K | Q1 2026 |
| Park Capital Management, LLC / WI$170M AUM | 1.01% | $1M | 13.5K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $1M | 13.2K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $966,743 | 12.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $965,850 | 12.5K | Q1 2026 |
| HENNESSY ADVISORS INC$2.8B AUM | 0.03% | $949,044 | 12.3K | Q1 2026 |
| KLCM Advisors, Inc.$1.2B AUM | 0.08% | $944,870 | 12.2K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $932,426 | 12.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $930,955 | 11.9K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $904,446 | 11.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $901,837 | 11.7K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $889,531 | 11.5K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $876,405 | 11.3K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $858,372 | 11.1K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $842,229 | 10.9K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.01% | $814,000 | 10.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $813,830 | 10.5K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.09% | $801,417 | 10.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $800,833 | 10.4K | Q1 2026 |
| Nebula Research & Development LLC$0 AUM | 0.07% | $793,749 | 9.0K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $791,527 | 10.2K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $789,363 | 10.2K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $784,416 | 10.1K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $775,837 | 10.0K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $767,567 | 9.9K | Q1 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.32% | $765,532 | 9.9K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $758,369 | 9.8K | Q1 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $753,500 | 9.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $752,572 | 9.7K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $728,072 | 9.4K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $723,948 | 8.6K | Q3 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $709,466 | 9.0K | Q4 2025OLDER |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM | 0.01% | $707,000 | 9.2K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $694,836 | 9.0K | Q1 2026 |
| ICW Investment Advisors LLC$277M AUM | 0.25% | $694,203 | 9.0K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $692,905 | 9.0K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $688,190 | 8.9K | Q1 2026 |
| Laurion Capital Management LP$2.3B AUM | 0.03% | $681,783 | 8.7K | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $667,245 | 8.6K | Q1 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 0.08% | $661,416 | 8.6K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $659,129 | 8.5K | Q1 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $646,222 | 8.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $641,043 | 8.3K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $622,107 | 8.0K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $615,524 | 7.3K | Q3 2025OLDER |
| AlphaQuest LLC$0 AUM | 0.03% | $611,598 | 7.8K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $601,471 | 7.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $599,364 | 7.6K | Q4 2025OLDER |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM | 0.00% | $581,000 | 7.5K | Q1 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.05% | $576,429 | 7.5K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $558,225 | 7.2K | Q1 2026 |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.01% | $542,456 | 6.4K | Q3 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.04% | $535,774 | 6.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $531,729 | 6.9K | Q1 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.07% | $528,354 | 6.8K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $525,572 | 6.8K | Q1 2026 |
| Walleye Partners, LLC$81M AUM | 0.63% | $515,351 | 6.7K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $513,824 | 6.6K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $512,974 | 6.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $507,380 | 6.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $496,803 | 6.4K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $491,642 | 6.4K | Q1 2026 |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $490,250 | 6.3K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.04% | $488,085 | 6.3K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $485,634 | 5.8K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $483,295 | 6.3K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $469,769 | 6.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $469,302 | 6.1K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $468,456 | 6.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $456,166 | 5.9K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $439,780 | 5.7K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.10% | $433,906 | 5.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $423,000 | 5.5K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $413,973 | 25.4K | Q1 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $411,260 | 5.3K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $402,802 | 4.8K | Q3 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $402,402 | 4.5K | Q2 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $401,908 | 5.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $393,020 | 5.1K | Q1 2026 |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.11% | $390,000 | 5.0K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $388,963 | 5.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $374,921 | 4.9K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $365,420 | 4.7K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $364,345 | 4.7K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.11% | $360,171 | 4.7K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $358,394 | 4.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $355,773 | 4.6K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $351,360 | 4.5K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.04% | $349,862 | 4.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $344,702 | 4.5K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $338,685 | 4.4K | Q1 2026 |
| Tower View Wealth Management LLC$195M AUM | 0.17% | $337,844 | 4.4K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $336,675 | 4.4K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $336,000 | 4.4K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $333,942 | 4.0K | Q3 2025OLDER |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $329,364 | 4.2K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $328,770 | 4.3K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $323,227 | 4.2K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $322,840 | 4.2K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $317,198 | 4.1K | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.04% | $316,362 | 4.3K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $311,788 | 4.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $309,315 | 4.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $307,458 | 3.5K | Q2 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $302,152 | 3.9K | Q4 2025OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.02% | $297,368 | 3.8K | Q4 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.01% | $290,000 | 3.8K | Q1 2026 |
| GuidedMoney, LLC$190M AUM | 0.15% | $281,336 | 3.6K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $280,797 | 3.2K | Q2 2025OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.27% | $278,321 | 3.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $272,381 | 3.5K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $268,432 | 3.4K | Q4 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $268,274 | 3.5K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.06% | $267,000 | 3.2K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $265,104 | 3.4K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.02% | $263,000 | 3.1K | Q3 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $261,378 | 3.1K | Q3 2025OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.01% | $259,694 | 3.4K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $252,988 | 3.3K | Q1 2026 |
| Security National Bank$838M AUM | 0.04% | $252,661 | 3.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $251,000 | 3.2K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $250,015 | 3.0K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $247,544 | 2.8K | Q2 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $246,239 | 3.1K | Q4 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.00% | $242,532 | 3.1K | Q1 2026 |
| Poehling Capital Management, INC.$475M AUM | 0.05% | $241,763 | 3.1K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $240,044 | 3.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $238,672 | 3.1K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $238,440 | 3.1K | Q1 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.06% | $236,662 | 3.1K | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 0.03% | $235,642 | 3.0K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $235,564 | 3.0K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $235,338 | 3.0K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $232,256 | 3.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $231,561 | 3.0K | Q1 2026 |
| CWS Financial Advisors, LLC$390M AUM | 0.07% | $227,904 | 2.6K | Q2 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.03% | $223,600 | 2.9K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $220,586 | 2.9K | Q1 2026 |
| Morningstar Investment Management LLC$1.6B AUM | 0.01% | $220,586 | 2.9K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 0.13% | $219,498 | 2.8K | Q4 2025OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.11% | $219,091 | 2.8K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $218,127 | 2.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $216,126 | 2.8K | Q4 2025OLDER |
| ERn Financial, LLC$532M AUM | 0.04% | $216,069 | 2.8K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.05% | $216,059 | 2.4K | Q2 2025OLDER |
| PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM | 0.01% | $215,000 | 2.5K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $212,128 | 2.7K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $206,442 | 2.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $205,144 | 2.6K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $202,872 | 2.6K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $202,732 | 2.6K | Q1 2026 |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $202,621 | 2.4K | Q3 2025OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $201,727 | 2.6K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 0.14% | $201,231 | 2.6K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $198,945 | 2.6K | Q1 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.01% | $196,780 | 2.5K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $185,196 | 2.2K | Q3 2025OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $171,429 | 2.2K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $153,111 | 2.0K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $145,537 | 1.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $139,179 | 1.8K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $137,399 | 1.8K | Q1 2026 |
| iSAM Funds (UK) Ltd$203M AUM | 0.02% | $118,946 | 1.4K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $117,068 | 1.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $116,631 | 1.5K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.09% | $115,935 | 1.5K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $115,704 | 1.5K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $105,965 | 1.4K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $103,414 | 1.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $99,675 | 1.3K | Q4 2025OLDER |
| STEPH & CO$351M AUM | 0.03% | $98,313 | 1.3K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $98,000 | 1.3K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.00% | $93,000 | 1.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $87,183 | 1.1K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $86,000 | 1.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $74,663 | 952 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $71,571 | 926 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $71,030 | 919 | Q1 2026 |
| Covestor Ltd$144M AUM | 0.04% | $69,000 | 878 | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $68,325 | 884 | Q1 2026 |
| PERRITT CAPITAL MANAGEMENT INC$60M AUM | 0.03% | $68,026 | 808 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $63,301 | 819 | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $56,234 | 620 | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $54,953 | 711 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $54,717 | 650 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $53,717 | 695 | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $51,784 | 670 | Q1 2026 |
| Avalon Trust Co$1.5B AUM | 0.00% | $46,374 | 600 | Q1 2026 |
| eCIO, Inc.$228M AUM | 0.02% | $44,561 | 568 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $43,375 | 561 | Q1 2026 |
| Zimmer Partners, LP$4.1B AUM | 0.00% | $43,336 | 490 | Q2 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $43,137 | 558 | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $40,809 | 528 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $39,031 | 505 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $38,800 | 502 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $36,513 | 468 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $35,863 | 464 | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $30,916 | 400 | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.02% | $29,757 | 385 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $28,134 | 364 | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.01% | $23,526 | 300 | Q4 2025OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $23,342 | 302 | Q1 2026 |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.01% | $23,187 | 300 | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.02% | $21,526 | 277 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $18,490 | 238 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $18,086 | 234 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $17,956 | 229 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17,314 | 224 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $17,000 | 222 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $15,458 | 200 | Q1 2026 |
| SHELL ASSET MANAGEMENT CO$996M AUM | 0.00% | $14,000 | 171 | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $13,488 | 172 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $12,135 | 157 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $12,017 | 150 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $11,712 | 139 | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $11,671 | 151 | Q1 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.00% | $11,362 | 147 | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 0.00% | $10,434 | 135 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $10,000 | 133 | Q4 2025OLDER |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.00% | $9,000 | 112 | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $8,923 | 106 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $8,547 | 109 | Q4 2025OLDER |
| Hemington Wealth Management$769M AUM | 0.00% | $8,000 | 99 | Q3 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $7,806 | 101 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $7,607 | 97 | Q4 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $7,420 | 96 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $7,343 | 95 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $6,745 | 86 | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $6,647 | 86 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $6,337 | 82 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,844 | 73 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $5,719 | 74 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $5,660 | 64 | Q2 2025OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $5,472 | 65 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $5,135 | 61 | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $5,024 | 65 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,947 | 64 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,947 | 64 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $4,947 | 64 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $4,571 | 58 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,406 | 57 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,555 | 46 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3,169 | 41 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,092 | 40 | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $2,938 | 38 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $2,628 | 34 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $2,551 | 33 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,474 | 32 | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $2,474 | 32 | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $2,039 | 26 | Q4 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $2,039 | 26 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,932 | 25 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,623 | 21 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,546 | 20 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $1,469 | 19 | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $1,411 | 18 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,392 | 18 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,082 | 14 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,082 | 14 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $994 | 13 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $850 | 11 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $796 | 9 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $784 | 10 | Q4 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $747 | 10 | Q4 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $706 | 9 | Q4 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $696 | 9 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $696 | 9 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $619 | 8 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $590 | 7 | Q3 2025OLDER |
| Ankerstar Wealth, LLC$95M AUM | 0.00% | $464 | 6 | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $464 | 6 | Q1 2026 |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $448 | 6 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $387 | 5 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $354 | 4 | Q2 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $310 | 4 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $310 | 4 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $309 | 4 | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $309 | 4 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $309 | 4 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $236 | 3 | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $235 | 3 | Q4 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $155 | 2 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $155 | 2 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $155 | 2 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $88 | 1 | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $77 | 1 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $77 | 1 | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $77 | 1 | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $77 | 1 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $66 | 1 | Q4 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.