MSOSADVISORSHARES TR
CUSIP 00768Y453 · Yahoo Finance ↗ · Google Finance ↗
Advisorshares Tr (MSOS) has 165 institutional holders in Filings Flow’s 13F database, together reporting 79.07M shares worth $280M as of Q1 2026. The largest reported holders are Anson Funds Management LP, Suvretta Capital Management, LLC, and Marex Group Ltd.
Institutional Holders
165
Q1 2026
Reported Value
$280M
Ticker
MSOS
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Anson Funds Management LP$2.3B AUM | 10.11% | $116M | 32.66M | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 2.70% | $15M | 4.17M | Q1 2026OLDER |
| RAFFLES ASSOCIATES LP$115M AUM | 1.97% | $2M | 640.0K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 1.84% | $3M | 851.6K | Q1 2026OLDER |
| Eschler Asset Management LLP$100M AUM | 0.94% | $1M | 296.8K | Q4 2025OLDER |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 0.82% | $32M | 9.05M | Q1 2026OLDER |
| Cruiser Capital Advisors, LLC$257M AUM | 0.71% | $707,004 | 147.6K | Q3 2025OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.66% | $4M | 1.12M | Q1 2026OLDER |
| Birnam Oak Advisors, LP$441M AUM | 0.63% | $3M | 593.8K | Q4 2025OLDER |
| Murchinson Ltd.$791M AUM | 0.45% | $4M | 999.9K | Q1 2026OLDER |
| Hedges Asset Management LLC$142M AUM | 0.43% | $604,160 | 128.0K | Q4 2025OLDER |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.37% | $7M | 1.43M | Q3 2025OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.29% | $753,488 | 212.3K | Q1 2026OLDER |
| CANNELL CAPITAL LLC$163M AUM | 0.28% | $2M | 3.9K | Q3 2025OLDER |
| Two Seas Capital LP$7.2B AUM | 0.27% | $20M | 5.53M | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 0.21% | $1M | 325.0K | Q1 2026OLDER |
| Kerrisdale Advisers, LLC$263M AUM | 0.19% | $371,081 | 77.5K | Q3 2025OLDER |
| Miller Global Investments, LLC$121M AUM | 0.18% | $217,373 | 42.8K | Q2 2026 |
| Marex Group Ltd$15.8B AUM | 0.18% | $28M | 7.87M | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.13% | $230,750 | 65.0K | Q1 2026OLDER |
| SCOGGIN MANAGEMENT LP$1.0B AUM | 0.13% | $1M | 375.0K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 0.12% | $574,800 | 120.0K | Q3 2025OLDER |
| JW Asset Management, LLC$244M AUM | 0.12% | $284,000 | 80.0K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.09% | $294,980 | 58.1K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 1.27M | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.08% | $519,965 | 110.2K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.08% | $139,075 | 29.5K | Q4 2025OLDER |
| Vigilare Wealth Management$326M AUM | 0.08% | $246,380 | 48.5K | Q2 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.07% | $85,338 | 24.0K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 0.07% | $144,600 | 42.5K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.07% | $287,688 | 81.0K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.06% | $2M | 549.1K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.06% | $394,121 | 111.0K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.06% | $4M | 946.9K | Q4 2025OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.06% | $67,706 | 13.3K | Q2 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.05% | $158,706 | 44.7K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.05% | $94,622 | 26.7K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.04% | $181,228 | 51.0K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.04% | $286,290 | 80.6K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.04% | $63,254 | 17.8K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.04% | $122,145 | 34.4K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.04% | $2M | 444.4K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 1.00M | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.04% | $121,974 | 34.4K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.04% | $72,136 | 20.3K | Q2 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.03% | $186,245 | 38.9K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $442,113 | 93.7K | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $629,060 | 177.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $1M | 234.9K | Q4 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.03% | $841,588 | 237.1K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.03% | $7M | 2.01M | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $488,981 | 137.7K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.03% | $63,609 | 13.5K | Q4 2025OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.03% | $51,470 | 10.7K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $2M | 443.7K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.02% | $292,875 | 82.5K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.02% | $228,890 | 64.5K | Q1 2026OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.02% | $143,775 | 40.5K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.02% | $134,815 | 38.0K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 0.02% | $52,916 | 11.2K | Q4 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.02% | $38,624 | 10.9K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.02% | $35,500 | 10.0K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.02% | $95,005 | 26.8K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.02% | $163,646 | 34.2K | Q3 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.01% | $250,747 | 70.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $976,151 | 275.0K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.01% | $188,346 | 53.1K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.01% | $910,100 | 190.0K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $106,869 | 30.1K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.01% | $400,440 | 112.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $36,753 | 10.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $450,303 | 126.8K | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.01% | $193,787 | 54.6K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.01% | $114,630 | 32.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $373,407 | 77.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $407,479 | 114.8K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 0.01% | $53,169 | 11.1K | Q3 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $1M | 293.5K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $445,881 | 125.6K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.01% | $89,822 | 19.0K | Q4 2025OLDER |
| Compass Financial Services Inc$231M AUM | 0.01% | $15,345 | 3.3K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $9M | 1.62M | Q3 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.01% | $1M | 281.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.01% | $43,899 | 12.4K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.00% | $128,947 | 26.9K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $1M | 293.1K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $7,100 | 2.0K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $139,130 | 39.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $698,435 | 206.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $269,330 | 75.9K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $4,047 | 1.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $168,626 | 34.8K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $2M | 469.5K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 1.95M | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $7,100 | 2.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.00% | $74,964 | 15.7K | Q3 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.00% | $56,235 | 11.7K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 449.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $16M | 4.51M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $22M | 6.25M | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $2,343 | 660 | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.00% | $47,672 | 10.1K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.00% | $43,232 | 12.2K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.00% | $35,802 | 10.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $56,356 | 15.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $48,458 | 13.7K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $906,698 | 255.4K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $644,615 | 150.6K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $42,227 | 11.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $76,408 | 21.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 305.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $41,134 | 11.6K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.00% | $53,336 | 11.3K | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.00% | $54,848 | 15.4K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $295,000 | 62.5K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $74,951 | 21.1K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $6,822 | 1.9K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $97,817 | 27.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $225,723 | 63.6K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.00% | $1,600 | 315 | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $85,555 | 24.1K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $2,000 | 501 | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $2,840 | 800 | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $1,754 | 494 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $669,391 | 139.7K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $614,570 | 173.1K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $142,000 | 40.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $3,680 | 1.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $64,681 | 18.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $41,173 | 11.6K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $122,720 | 26.0K | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $2,771 | 587 | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $420,320 | 118.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $434,577 | 122.4K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 467.9K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.00% | $14,235 | 4.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 339.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $89,159 | 25.1K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $287,003 | 80.8K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $710 | 200 | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $1,088 | 250 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $29,940 | 8.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $6,390 | 1.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $12,954 | 2.5K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $353,278 | 99.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $5,682 | 1.6K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,601 | 451 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $9,860 | 2.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $78,313 | 22.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $219,000 | 61.7K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 0.00% | $550 | 155 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $5,843 | 1.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 288.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $42,869 | 12.0K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $369 | 104 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $45,770 | 12.9K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $4,260 | 1.2K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $56,800 | 16.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $717,100 | 202.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $35,510 | 7.5K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 312.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $1,874 | 528 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $208,693 | 58.8K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $848 | 239 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $52,925 | 11.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,983 | 3.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 429.0K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $90,512 | 18.9K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $93,692 | 26.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $25,748 | 7.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $60,878 | 17.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $444 | 125 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,790 | 1.0K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $3,840 | 13.1K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $99,815 | 28.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $12,196 | 2.5K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $11,751 | 3.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $56,956 | 16.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $51,448 | 10.9K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $163 | 46 | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $71 | 20 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,556 | 542 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $954 | 200 | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $355 | 100 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $51,769 | 11.0K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $24,565 | 25.1K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $247,151 | 69.6K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $114 | 32 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $355 | 100 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $86 | 18 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $708 | 150 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $74,433 | 21.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,448 | 971 | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $47 | 10 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $19,415 | 5.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $10,054 | 2.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $42,657 | 12.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $33,047 | 9.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $178 | 50 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,841 | 800 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,479 | 949 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $13,067 | 3.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1,916 | 400 | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $29 | 8 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $240 | 50 | Q4 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $18 | 5 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $355 | 100 | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $89 | 25 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25,000 | 7.0K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $39 | 11 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $40,717 | 12.9K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $5 | 1 | Q4 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $4 | 1 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $178 | 50 | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $5 | 2 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $18 | 5 | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | — | $0 | 21.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.