MGVVANGUARD WORLD FD
CUSIP 921910840 · Yahoo Finance ↗ · Google Finance ↗
Vanguard World Fd (MGV) has 559 institutional holders in Filings Flow’s 13F database, together reporting 55.63M shares worth $8.1B as of Q1 2026. The largest reported holders are Assetmark, Inc, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
559
Q1 2026
Reported Value
$8.1B
Ticker
MGV
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Zeit Capital LLC$149M AUM | 18.33% | $27M | 188.9K | Q1 2026 |
| Braeburn Wealth Management LLC$175M AUM | 16.73% | $29M | 201.9K | Q1 2026 |
| Graney & King, LLC$186M AUM | 13.61% | $25M | 174.2K | Q1 2026 |
| Integrated Capital Management, LLC$237M AUM | 12.60% | $30M | 206.2K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 11.66% | $107M | 737.3K | Q1 2026 |
| Sheridan Capital Management, LLC$190M AUM | 11.40% | $22M | 149.2K | Q1 2026 |
| Marmo Financial Group, LLC$202M AUM | 10.86% | $22M | 151.2K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 10.68% | $32M | 220.5K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 10.46% | $55M | 368.7K | Q1 2026 |
| Pachira Investments Inc.$214M AUM | 7.97% | $17M | 117.7K | Q1 2026 |
| AMARA FINANCIAL, LLC.$145M AUM | 7.25% | $11M | 72.5K | Q1 2026 |
| Avid Wealth Partners LLC$212M AUM | 6.91% | $15M | 100.9K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 6.71% | $26M | 176.3K | Q1 2026 |
| Select Asset Management & Trust$320M AUM | 6.31% | $20M | 139.4K | Q1 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 6.01% | $31M | 211.8K | Q1 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 5.89% | $8M | 58.4K | Q1 2026 |
| AllGen Financial Advisors, Inc.$422M AUM | 5.46% | $23M | 163.2K | Q4 2025OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 5.36% | $8M | 55.7K | Q1 2026 |
| WAYSTONE ADVISORS LLC$112M AUM | 5.20% | $6M | 40.1K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 4.93% | $5M | 37.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 4.61% | $2.3B | 15.60M | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 4.59% | $11M | 74.6K | Q1 2026 |
| Apriem Advisors$1.0B AUM | 4.36% | $46M | 315.4K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 4.35% | $53M | 367.4K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 4.35% | $63M | 434.4K | Q1 2026 |
| Compass Planning Associates Inc$156M AUM | 4.09% | $6M | 44.1K | Q1 2026 |
| Retirement Management Systems Inc.$415M AUM | 3.96% | $16M | 113.3K | Q1 2026 |
| MFA WEALTH ADVISORS, LLC$508M AUM | 3.87% | $17M | 125.8K | Q2 2025OLDER |
| Capital Advantage, Inc.$765M AUM | 3.75% | $29M | 197.7K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 3.73% | $18M | 122.1K | Q1 2026 |
| Avant Capital LLC$142M AUM | 3.56% | $5M | 34.9K | Q1 2026 |
| Capital Planning LLC$307M AUM | 3.35% | $10M | 71.1K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 3.32% | $25M | 175.9K | Q4 2025OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 3.26% | $6M | 44.4K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 3.22% | $6M | 42.4K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 3.16% | $4M | 29.6K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 3.06% | $9M | 60.4K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 3.04% | $23M | 156.4K | Q1 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 2.96% | $3M | 23.3K | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 2.90% | $7M | 47.7K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 2.81% | $5M | 33.2K | Q1 2026 |
| Colorado Capital Management, Inc.$293M AUM | 2.70% | $7M | 49.9K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 2.69% | $31M | 214.3K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 2.67% | $5M | 37.1K | Q1 2026 |
| Hidden Cove Wealth Management, LLC$156M AUM | 2.64% | $4M | 28.4K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 2.51% | $5M | 35.4K | Q1 2026 |
| Resolute Advisors LLC$242M AUM | 2.42% | $6M | 40.3K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 2.41% | $54M | 373.1K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 2.29% | $6M | 42.7K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 2.27% | $2M | 14.9K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 2.19% | $12M | 83.9K | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 2.17% | $10M | 71.4K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 2.14% | $22M | 143.1K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 2.00% | $27M | 183.1K | Q1 2026 |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 1.88% | $6M | 42.8K | Q1 2026 |
| Boyd Wealth Management, LLC$236M AUM | 1.75% | $4M | 28.6K | Q1 2026 |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 1.73% | $20M | 136.7K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 1.73% | $3M | 18.4K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 1.64% | $2M | 13.6K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 1.63% | $4M | 30.2K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 1.56% | $12M | 79.6K | Q1 2026 |
| Finward Bancorp$125M AUM | 1.55% | $2M | 13.4K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 1.51% | $12M | 88.0K | Q2 2025OLDER |
| SOL Capital Management CO$206M AUM | 1.51% | $17M | 118.7K | Q4 2025OLDER |
| Macro Advisors, Inc.$242M AUM | 1.47% | $4M | 24.6K | Q1 2026 |
| Olistico Wealth, LLC$234M AUM | 1.44% | $3M | 20.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 1.44% | $194M | 1.34M | Q1 2026 |
| Cresta Advisors, Ltd.$244M AUM | 1.43% | $4M | 24.2K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 1.41% | $4M | 28.0K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 1.40% | $43M | 304.4K | Q4 2025OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 1.29% | $2M | 14.9K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 1.28% | $4M | 29.6K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 1.20% | $3M | 19.2K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.19% | $3M | 23.9K | Q1 2026 |
| Wealthcare Capital Partners, LLC$242M AUM | 1.16% | $2M | 17.1K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 1.16% | $3M | 21.5K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 1.15% | $4M | 26.8K | Q1 2026 |
| Harpswell Capital Advisors, LLC$134M AUM | 1.14% | $2M | 10.6K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 1.14% | $10M | 70.8K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 1.12% | $31M | 216.7K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 1.11% | $10M | 67.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 1.05% | $26M | 176.1K | Q1 2026 |
| Passumpsic Savings Bank$183M AUM | 1.01% | $2M | 13.0K | Q4 2025OLDER |
| CFC Planning Co LLC$140M AUM | 0.96% | $1M | 9.3K | Q1 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 0.91% | $1M | 8.5K | Q2 2025OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.90% | $106M | 733.2K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.85% | $2M | 16.0K | Q1 2026 |
| Ifrah Financial Services, Inc.$378M AUM | 0.84% | $3M | 21.8K | Q1 2026 |
| Richard P Slaughter Associates Inc$463M AUM | 0.83% | $4M | 26.5K | Q1 2026 |
| Horizon Investment Services, LLC$288M AUM | 0.81% | $2M | 16.0K | Q1 2026 |
| Causey Wealth LLC$205M AUM | 0.77% | $2M | 11.4K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.75% | $3M | 18.9K | Q1 2026 |
| DMKC Advisory Services, LLC$530M AUM | 0.75% | $2M | 12.4K | Q1 2026 |
| OneAscent Wealth Management LLC$302M AUM | 0.75% | $2M | 15.6K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.74% | $4M | 24.4K | Q1 2026 |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.74% | $1M | 8.1K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.71% | $5M | 34.2K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.71% | $5M | 36.3K | Q1 2026 |
| Bowman & Co S.C.$237M AUM | 0.70% | $2M | 11.8K | Q4 2025OLDER |
| Independent Wealth Advisors LLC$102M AUM | 0.69% | $705,872 | 4.9K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.68% | $3M | 19.5K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.66% | $2M | 14.6K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.65% | $10M | 68.4K | Q1 2026 |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.63% | $981,415 | 6.5K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.61% | $21M | 148.7K | Q1 2026 |
| BSW Wealth Partners$819M AUM | 0.61% | $5M | 34.3K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.61% | $42M | 290.9K | Q1 2026 |
| GreatBanc Trust CO$143M AUM | 0.58% | $822,301 | 5.7K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.57% | $2M | 13.8K | Q4 2025OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.56% | $2M | 14.1K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.55% | $2M | 12.7K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 0.54% | $1M | 8.1K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.53% | $773,453 | 5.3K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.53% | $19M | 130.1K | Q1 2026 |
| Private Wealth Group, LLC$259M AUM | 0.50% | $1M | 7.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.50% | $13M | 88.1K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.49% | $1M | 7.2K | Q1 2026 |
| Eagle Wealth Advisors LLC$108M AUM | 0.49% | $527,763 | 3.6K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.49% | $977,383 | 6.7K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.48% | $3M | 22.2K | Q1 2026 |
| WT Wealth Management$336M AUM | 0.46% | $2M | 10.7K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.46% | $669,886 | 4.6K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.46% | $12M | 80.9K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.46% | $6M | 43.5K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.46% | $659,411 | 4.5K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.46% | $8M | 50.7K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.45% | $4M | 29.8K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.44% | $79M | 546.7K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.43% | $4M | 28.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.42% | $22M | 149.2K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.42% | $670,104 | 4.6K | Q1 2026 |
| LWM ADVISORS INC$134M AUM | 0.42% | $482,103 | 3.3K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.41% | $3M | 19.6K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.40% | $573,914 | 4.0K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.40% | $4M | 30.8K | Q4 2025OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.39% | $651,818 | 4.5K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.39% | $642,357 | 4.4K | Q1 2026 |
| Genesis Financial Group, LLC$158M AUM | 0.38% | $598,644 | 4.1K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.35% | $6M | 40.8K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.35% | $696,920 | 4.8K | Q1 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV$365M AUM | 0.34% | $1M | 8.6K | Q1 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.34% | $755,914 | 5.2K | Q1 2026 |
| Creekside Partners$243M AUM | 0.33% | $803,603 | 5.5K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.32% | $697,847 | 4.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.32% | $21M | 142.8K | Q1 2026 |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.32% | $423,544 | 2.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.32% | $14M | 105.7K | Q2 2025OLDER |
| Petix & Botte Co$449M AUM | 0.31% | $1M | 9.7K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.31% | $507,325 | 3.5K | Q1 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.31% | $772,216 | 5.3K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.30% | $18M | 121.4K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.30% | $16M | 111.4K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.30% | $1M | 8.8K | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 0.30% | $508,775 | 3.5K | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 0.29% | $477,043 | 3.6K | Q2 2025OLDER |
| BCO Wealth Management LLC$166M AUM | 0.28% | $469,929 | 3.2K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.28% | $4M | 27.5K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.28% | $580,784 | 4.1K | Q4 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.27% | $5M | 33.1K | Q1 2026 |
| OneAscent Family Office, LLC$143M AUM | 0.27% | $382,088 | 2.6K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.27% | $2M | 11.0K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.27% | $6M | 38.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.26% | $4M | 29.9K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.26% | $804,474 | 5.5K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.26% | $4M | 25.1K | Q1 2026 |
| MARS JEWETT FINANCIAL GROUP, INC.$316M AUM | 0.26% | $816,216 | 5.6K | Q1 2026 |
| OxenFree Capital LLC$218M AUM | 0.26% | $529,757 | 3.6K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.25% | $413,687 | 2.9K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.24% | $3M | 23.7K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.24% | $869,796 | 6.6K | Q2 2025OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.24% | $500,802 | 3.5K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.24% | $619,096 | 4.3K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.24% | $496,592 | 3.8K | Q2 2025OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.24% | $827,230 | 5.7K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.23% | $442,144 | 3.4K | Q2 2025OLDER |
| Marks Wealth, LLC$380M AUM | 0.22% | $720,518 | 5.2K | Q3 2025OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.22% | $2M | 15.5K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.22% | $7M | 49.6K | Q1 2026 |
| Financial Alternatives, Inc$185M AUM | 0.21% | $391,655 | 2.7K | Q1 2026 |
| Antonelli Financial Advisors, LLC$145M AUM | 0.21% | $303,000 | 2.1K | Q1 2026 |
| Aspire Growth Partners LLC$146M AUM | 0.21% | $299,718 | 2.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.21% | $54M | 374.8K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.21% | $4M | 28.1K | Q1 2026 |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.20% | $324,809 | 2.3K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.20% | $609,422 | 4.6K | Q2 2025OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.19% | $550,832 | 3.8K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.19% | $474,403 | 3.4K | Q3 2025OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.19% | $305,348 | 2.1K | Q1 2026 |
| HEFFERNAN ADVISORY, INC$108M AUM | 0.19% | $202,263 | 1.4K | Q1 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.18% | $578,105 | 4.5K | Q1 2026 |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.18% | $813,047 | 5.6K | Q1 2026 |
| McClarren Financial Advisors, Inc.$169M AUM | 0.18% | $304,339 | 2.1K | Q1 2026 |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.18% | $255,694 | 1.8K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.18% | $808,097 | 5.6K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.17% | $684,179 | 4.7K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.16% | $751,711 | 5.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.16% | $13M | 90.4K | Q1 2026 |
| Crane Advisory, LLC$668M AUM | 0.16% | $1M | 7.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.15% | $5M | 32.8K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.15% | $2M | 14.1K | Q1 2026 |
| Boulder Wealth Advisors, LLC$251M AUM | 0.15% | $352,335 | 2.5K | Q4 2025OLDER |
| Hudock, Inc.$680M AUM | 0.15% | $1M | 7.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.15% | $101M | 694.0K | Q1 2026 |
| Cloud Capital Management, LLC$229M AUM | 0.15% | $336,000 | 2.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.14% | $56M | 385.9K | Q1 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 0.14% | $615,458 | 4.2K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.14% | $709,385 | 4.9K | Q1 2026 |
| Kingsman Wealth Management, Inc.$178M AUM | 0.14% | $251,137 | 1.7K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.14% | $1M | 9.4K | Q2 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.14% | $27M | 183.3K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.14% | $256,195 | 1.8K | Q1 2026 |
| First National Advisers, LLC$683M AUM | 0.14% | $936,377 | 6.5K | Q1 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 0.13% | $486,162 | 3.4K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.13% | $180,898 | 1.2K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.13% | $211,725 | 1.5K | Q4 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.13% | $11M | 74.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.13% | $121M | 835.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.13% | $23M | 177.5K | Q2 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.13% | $3M | 21.0K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.13% | $5M | 31.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.12% | $70M | 484.2K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 0.12% | $2M | 16.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.12% | $16M | 113.4K | Q1 2026 |
| Concorde Asset Management, LLC$204M AUM | 0.12% | $306,175 | 2.2K | Q4 2025OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.12% | $414,702 | 2.9K | Q1 2026 |
| Darrow Company, Inc.$222M AUM | 0.12% | $263,261 | 1.8K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.11% | $234,384 | 1.6K | Q1 2026 |
| Brown Financial Advisory$202M AUM | 0.11% | $224,090 | 1.6K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.11% | $2M | 16.6K | Q1 2026 |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.11% | $3M | 23.2K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.11% | $23M | 158.6K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.11% | $5M | 32.0K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.11% | $776,456 | 5.4K | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.11% | $285,552 | 2.0K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.11% | $321,036 | 2.3K | Q1 2026 |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.11% | $304,687 | 2.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 34.0K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.10% | $17M | 119.5K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.10% | $370,496 | 2.6K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.10% | $2M | 15.5K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.10% | $2M | 12.3K | Q1 2026 |
| DOVER ADVISORS, LLC$242M AUM | 0.10% | $243,081 | 1.7K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.10% | $1M | 7.1K | Q1 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.10% | $977,688 | 6.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.10% | $168M | 1.16M | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.10% | $1M | 10.4K | Q2 2025OLDER |
| Balefire, LLC$613M AUM | 0.10% | $506,890 | 3.5K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.10% | $3M | 19.0K | Q1 2026 |
| Martel Wealth Advisors LLC$587M AUM | 0.09% | $557,970 | 3.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 28.0K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.09% | $3M | 19.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.09% | $5M | 32.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.09% | $14M | 97.7K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.09% | $617,487 | 4.3K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.09% | $772,280 | 5.3K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.09% | $725,156 | 4.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.09% | $5M | 32.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.09% | $56M | 383.5K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.09% | $1M | 7.6K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.08% | $362,085 | 2.5K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.08% | $460,355 | 3.3K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.08% | $2M | 11.7K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.08% | $374,991 | 2.6K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.08% | $2M | 11.3K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.08% | $409,049 | 2.8K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.08% | $3M | 17.8K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $879,761 | 6.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.08% | $18M | 126.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.08% | $330M | 2.28M | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.08% | $2M | 15.2K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.08% | $209,983 | 1.4K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.08% | $789,833 | 5.4K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.08% | $369,669 | 2.5K | Q1 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.07% | $285,290 | 2.0K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.07% | $201,770 | 1.4K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.07% | $291,060 | 2.0K | Q1 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.07% | $415,282 | 2.9K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.07% | $879,830 | 6.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $13M | 88.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $14M | 97.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 12.4K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.07% | $747,942 | 5.2K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.07% | $1M | 7.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.06% | $6M | 39.9K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.06% | $943,918 | 6.5K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.06% | $225,715 | 1.6K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $4M | 26.5K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.06% | $553,245 | 3.8K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 35.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $42M | 292.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 15.2K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.06% | $794,160 | 5.5K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.06% | $254,161 | 1.9K | Q2 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.06% | $4M | 27.2K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.06% | $1M | 7.4K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.05% | $452,840 | 3.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.05% | $38M | 260.7K | Q1 2026 |
| Arkos Global Advisors$797M AUM | 0.05% | $423,000 | 3.1K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.05% | $931,304 | 6.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $50M | 342.0K | Q1 2026 |
| Capital Management Associates, Inc$442M AUM | 0.05% | $232,790 | 1.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 10.4K | Q1 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.05% | $304,250 | 2.1K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.05% | $941,773 | 6.5K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 0.05% | $353,968 | 2.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $184M | 1.27M | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.05% | $58,555 | 404 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.05% | $672M | 4.64M | Q1 2026 |
| Sollinda Capital Management LLC$412M AUM | 0.05% | $201,191 | 1.4K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 7.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $53M | 365.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 18.5K | Q1 2026 |
| VeraBank, N.A.$546M AUM | 0.05% | $256,417 | 1.8K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.05% | $134,804 | 930 | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $4M | 29.1K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.05% | $859,264 | 5.9K | Q1 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.04% | $472,247 | 3.3K | Q1 2026 |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.04% | $213,221 | 1.5K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.04% | $590,526 | 4.1K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.04% | $306,034 | 2.2K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $630,209 | 4.3K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $599,658 | 4.1K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 0.04% | $225,688 | 1.6K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.04% | $909,271 | 6.3K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.04% | $453,694 | 3.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $157M | 1.08M | Q1 2026 |
| CVFG LLC$804M AUM | 0.04% | $323,242 | 2.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 9.9K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.04% | $5M | 36.7K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.04% | $5M | 33.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 94.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.04% | $250M | 1.73M | Q1 2026 |
| Cornerstone Management, Inc.$628M AUM | 0.04% | $230,616 | 1.6K | Q1 2026 |
| Pflug Koory, LLC$218M AUM | 0.04% | $79,188 | 546 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.04% | $1M | 8.4K | Q1 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 0.04% | $476,886 | 3.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $115M | 790.0K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.03% | $844,000 | 5.8K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $1M | 7.3K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.03% | $1M | 9.5K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $355,300 | 2.5K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $3M | 18.7K | Q1 2026 |
| WFA Asset Management Corp$184M AUM | 0.03% | $60,772 | 474 | Q3 2025OLDER |
| PrairieView Partners, LLC$1.0B AUM | 0.03% | $339,000 | 2.6K | Q2 2025OLDER |
| Avalon Trust Co$1.5B AUM | 0.03% | $468,769 | 3.2K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $919,001 | 6.3K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $104,656 | 741 | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $2M | 11.0K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.03% | $691,556 | 4.8K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.03% | $209,888 | 1.4K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $416,491 | 3.0K | Q4 2025OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.03% | $289,900 | 2.0K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $829,363 | 5.7K | Q1 2026 |
| Financial Life Planners$130M AUM | 0.03% | $40,040 | 276 | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $853,983 | 5.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $827,988 | 5.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $796,720 | 6.1K | Q2 2025OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.03% | $57,980 | 400 | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.03% | $784,180 | 5.4K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.03% | $3M | 20.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 12.9K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 7.6K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $893,000 | 6.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 11.2K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.03% | $312,947 | 2.2K | Q1 2026 |
| Clarity Financial LLC$919M AUM | 0.03% | $253,663 | 1.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $146M | 1.00M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.03% | $7M | 48.7K | Q4 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.03% | $303,914 | 2.1K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $437,179 | 3.1K | Q4 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $11M | 75.5K | Q1 2026 |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.03% | $519,794 | 3.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 21.5K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.03% | $210,893 | 1.5K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $229,891 | 1.6K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.03% | $252,938 | 1.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 7.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.03% | $421M | 2.98M | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $120,453 | 831 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 26.5K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.02% | $403,905 | 2.9K | Q3 2025OLDER |
| Bell Bank$2.4B AUM | 0.02% | $554,289 | 3.8K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 0.02% | $165,288 | 1.2K | Q3 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $695,760 | 4.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $11M | 77.7K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $43,000 | 300 | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.02% | $62,763 | 433 | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $289,900 | 2.0K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $401,947 | 2.8K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $399,621 | 2.8K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.02% | $28,788 | 209 | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $4M | 24.8K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.02% | $10M | 69.2K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 8.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $15M | 102.2K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $2M | 10.7K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $370,782 | 2.6K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.02% | $1M | 7.0K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $240,617 | 1.7K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.02% | $254,242 | 1.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 6.9K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.02% | $62,393 | 442 | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $379,705 | 2.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 24.6K | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.02% | $54,356 | 375 | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.02% | $357,592 | 2.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.02% | $16M | 111.6K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.02% | $182,782 | 1.3K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $332,453 | 2.3K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.02% | $33,194 | 229 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.02% | $97,482 | 743 | Q2 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $312,000 | 2.2K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 8.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 10.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $105M | 727.5K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.02% | $102,915 | 710 | Q1 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.02% | $204,524 | 1.4K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $234,674 | 1.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 24.8K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $321,138 | 2.2K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.02% | $277,869 | 1.9K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $2M | 15.5K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $694,623 | 5.0K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.02% | $70,300 | 485 | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 8.9K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.02% | $983,630 | 6.8K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $275,161 | 1.9K | Q1 2026 |
| Seneschal Advisors, LLC$135M AUM | 0.02% | $21,743 | 150 | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.02% | $60,468 | 439 | Q3 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $1M | 9.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $9M | 61.1K | Q1 2026 |
| Welch Group, LLC$2.7B AUM | 0.02% | $407,745 | 2.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $642,219 | 4.4K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $567,624 | 3.9K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $28,812 | 220 | Q2 2025OLDER |
| City State Bank$385M AUM | 0.02% | $57,980 | 400 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 13.0K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $134,514 | 928 | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $327,442 | 2.3K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.01% | $70,301 | 485 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.01% | $4M | 24.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $582,426 | 4.1K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $766,179 | 5.3K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $8M | 52.2K | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.01% | $18,409 | 127 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.01% | $32,034 | 221 | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.01% | $200,150 | 1.4K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $223,948 | 1.5K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.01% | $134,514 | 928 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $7M | 49.2K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.01% | $40,731 | 281 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $373,681 | 2.6K | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.01% | $47,289 | 335 | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.01% | $195,507 | 1.4K | Q4 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $1M | 8.0K | Q1 2026 |
| Strategic Wealth Advisors LLC$125M AUM | 0.01% | $15,000 | 105 | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 27.0K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $24,207 | 167 | Q1 2026 |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.01% | $203,510 | 1.4K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.01% | $43,195 | 298 | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $238,384 | 1.6K | Q1 2026 |
| Sageworth Trust Co$2.3B AUM | 0.01% | $254,242 | 1.8K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.01% | $223,308 | 1.6K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $315,014 | 2.4K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.01% | $21,174 | 150 | Q4 2025OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $350,634 | 2.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 17.7K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 0.01% | $124,657 | 860 | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.01% | $30,439 | 210 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $15M | 103.3K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.01% | $131,200 | 1.0K | Q2 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 14.0K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.01% | $36,527 | 252 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $10,871 | 75 | Q1 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.01% | $58,705 | 405 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $58,208 | 201 | Q3 2025OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $327,548 | 2.2K | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.01% | $11,552 | 82 | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 9.7K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $16,852 | 116 | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.01% | $10,871 | 75 | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $800,493 | 5.5K | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $11,596 | 80 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $78,965 | 573 | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $78,061 | 553 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 91.3K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $654,512 | 4.5K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $46M | 334.9K | Q3 2025OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $344,546 | 2.4K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 19.0K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.01% | $58,197 | 444 | Q2 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $269,000 | 1.9K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $801,107 | 6.1K | Q2 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $26,196 | 186 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $547,135 | 3.8K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.01% | $331,936 | 2.3K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $211,308 | 1.5K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.01% | $260,418 | 1.8K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $39,861 | 275 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 41.9K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.