NVGNUVEEN AMT FREE MUN CR INC F
CUSIP 67071L106 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Amt Free Mun Cr Inc F (NVG) has 253 institutional holders in Filings Flow’s 13F database, together reporting 32.09M shares worth $397M as of Q1 2026. The largest reported holders are Morgan Stanley, Guggenheim Capital LLC, and Ubs Group AG.
Institutional Holders
253
Q1 2026
Reported Value
$397M
Ticker
NVG
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Artesa Financial Group, LLC$105M AUM | 13.09% | $14M | 1.11M | Q1 2026 |
| Congress Park Capital LLC$326M AUM | 2.21% | $7M | 583.0K | Q1 2026 |
| Left Brain Wealth Management, LLC$255M AUM | 2.21% | $6M | 455.5K | Q1 2026 |
| Palogic Value Management, L.P.$237M AUM | 1.48% | $3M | 283.7K | Q1 2026 |
| Gould Capital, LLC$165M AUM | 1.42% | $2M | 190.8K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.29% | $2M | 182.4K | Q1 2026 |
| Gridiron Partners, LLC$164M AUM | 1.25% | $2M | 166.3K | Q1 2026 |
| Worthington Financial Partners, LLC$116M AUM | 1.04% | $1M | 97.8K | Q1 2026 |
| Smith Asset Management Co., LLC$127M AUM | 0.93% | $1M | 87.7K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.80% | $24M | 1.92M | Q1 2026 |
| Rareview Capital LLC$171M AUM | 0.78% | $1M | 107.3K | Q3 2025OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.77% | $6M | 492.1K | Q1 2026 |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.77% | $2M | 159.5K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.75% | $1M | 92.7K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.74% | $8M | 636.5K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.64% | $5M | 368.6K | Q1 2026 |
| Broyhill Asset Management, LLC$108M AUM | 0.53% | $571,643 | 46.4K | Q1 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.52% | $1M | 100.0K | Q4 2025OLDER |
| Melone Private Wealth, LLC$263M AUM | 0.50% | $1M | 100.2K | Q1 2026 |
| MACKAY SHIELDS LLC$2.7B AUM | 0.49% | $14M | 1.17M | Q3 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.47% | $899,523 | 73.0K | Q1 2026 |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.45% | $1M | 109.2K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.32% | $2M | 122.5K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.28% | $37M | 2.96M | Q1 2026 |
| Kercheville Advisors, LLC$313M AUM | 0.26% | $821,177 | 66.6K | Q1 2026 |
| InTrack Investment Management Inc$175M AUM | 0.26% | $452,163 | 36.7K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.23% | $2M | 122.4K | Q1 2026 |
| CHAPIN DAVIS, INC.$569M AUM | 0.22% | $991,403 | 80.4K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.21% | $5M | 385.3K | Q4 2025OLDER |
| Burford Brothers, Inc.$244M AUM | 0.19% | $465,803 | 37.8K | Q1 2026 |
| Ranch Capital Advisors Inc.$277M AUM | 0.19% | $526,062 | 42.7K | Q1 2026 |
| Walker Asset Management, LLC$185M AUM | 0.18% | $335,684 | 27.2K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.17% | $300,704 | 24.4K | Q1 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.17% | $4M | 280.4K | Q4 2025OLDER |
| Atala Financial Inc$149M AUM | 0.16% | $248,258 | 20.2K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.14% | $8M | 686.1K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.14% | $332,081 | 26.9K | Q1 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $226,576 | 18.4K | Q1 2026 |
| MBA Advisors LLC$260M AUM | 0.13% | $341,035 | 27.7K | Q1 2026 |
| Rinkey Investments$391M AUM | 0.13% | $510,462 | 41.4K | Q1 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.12% | $141,372 | 11.5K | Q3 2025OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.12% | $349,902 | 28.4K | Q1 2026 |
| David J Yvars Group$212M AUM | 0.11% | $200,363 | 16.3K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.11% | $151,785 | 12.7K | Q2 2025OLDER |
| ORG Partners LLC$568M AUM | 0.11% | $633,000 | 50.0K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.11% | $612,368 | 49.7K | Q1 2026 |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.11% | $235,293 | 19.1K | Q1 2026 |
| Richmond Brothers, Inc.$150M AUM | 0.10% | $155,493 | 12.6K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.10% | $148,798 | 11.8K | Q1 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.09% | $200,290 | 16.3K | Q3 2025OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.09% | $3M | 235.8K | Q2 2025OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.08% | $125,902 | 10.2K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.07% | $289,140 | 23.4K | Q1 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.07% | $141,462 | 11.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.07% | $3M | 237.1K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.07% | $963,673 | 78.2K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.07% | $752,537 | 61.0K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.07% | $2M | 144.3K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.07% | $191,781 | 15.6K | Q1 2026 |
| Westchester Capital Management, LLC$2.2B AUM | 0.07% | $2M | 123.4K | Q4 2025OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.06% | $179,779 | 14.6K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.06% | $274,115 | 22.2K | Q1 2026 |
| COFG Advisors, LLC$404M AUM | 0.06% | $257,788 | 20.9K | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 0.06% | $73,980 | 6.0K | Q1 2026 |
| Alpine Global Management, LLC$668M AUM | 0.06% | $418,468 | 33.9K | Q1 2026 |
| Traub Capital Management LLC$101M AUM | 0.06% | $63,253 | 5.3K | Q2 2025OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.06% | $166,302 | 13.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.06% | $2M | 135.8K | Q1 2026 |
| Compass Financial Group, INC/SD$715M AUM | 0.05% | $390,380 | 31.7K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.05% | $282,520 | 22.9K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.05% | $272,111 | 22.1K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.05% | $124,304 | 10.3K | Q2 2025OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM | 0.05% | $529,549 | 42.9K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.05% | $138,096 | 11.2K | Q1 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.05% | $533,174 | 43.2K | Q1 2026 |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.04% | $111,052 | 9.0K | Q3 2025OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.04% | $126,348 | 10.2K | Q1 2026 |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.04% | $219,412 | 17.8K | Q1 2026 |
| Morling Financial Advisors, LLC$325M AUM | 0.04% | $138,074 | 11.2K | Q1 2026 |
| Mystic Asset Management, Inc.$431M AUM | 0.04% | $172,620 | 14.0K | Q1 2026 |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.04% | $531,899 | 43.3K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $710,082 | 59.5K | Q2 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.04% | $188,776 | 15.3K | Q1 2026 |
| Investors Portfolio Services LLC$108M AUM | 0.04% | $39,464 | 3.1K | Q4 2025OLDER |
| Portfolio Strategies, Inc.$811M AUM | 0.03% | $262,949 | 22.0K | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 162.9K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.03% | $128,790 | 10.2K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $382,807 | 31.0K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.03% | $345,240 | 28.0K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.03% | $441,920 | 35.8K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $912,160 | 74.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $2M | 126.7K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.02% | $257,992 | 20.9K | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.02% | $30,246 | 2.5K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $293,324 | 23.8K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.02% | $432,951 | 34.2K | Q4 2025OLDER |
| FSA Wealth Management LLC$273M AUM | 0.02% | $61,450 | 5.0K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $162,605 | 12.8K | Q4 2025OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 0.02% | $36,201 | 2.9K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.02% | $38,947 | 3.2K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 85.6K | Q2 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $40,632 | 3.4K | Q2 2025OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.02% | $135,255 | 10.7K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $296,048 | 24.0K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.02% | $140,069 | 11.4K | Q1 2026 |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.02% | $34,677 | 2.8K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 123.7K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $343,568 | 27.9K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.02% | $206,596 | 16.8K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.02% | $122,900 | 10.0K | Q3 2025OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.02% | $178,150 | 14.9K | Q2 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 103.2K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.02% | $192,185 | 15.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 107.3K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $433,857 | 35.2K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.02% | $432,808 | 35.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $981,472 | 79.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $956,090 | 77.5K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $1M | 84.8K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $155,210 | 12.6K | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 0.01% | $415,854 | 33.7K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.01% | $205,331 | 16.7K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.01% | $60,972 | 4.9K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $603,813 | 50.6K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 296.8K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $946,700 | 76.8K | Q1 2026 |
| Orange Investment Advisors, Inc.$772M AUM | 0.01% | $129,045 | 10.5K | Q3 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $24,745 | 2.0K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $144,791 | 11.7K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $376,643 | 30.4K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $21,455 | 1.7K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $268,356 | 21.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $717,782 | 56.7K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $22,907 | 1.9K | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $120,307 | 9.8K | Q3 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $203,371 | 16.5K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $816,365 | 65.8K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.01% | $152,826 | 12.4K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $554,986 | 45.0K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $244,338 | 19.3K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $157,628 | 12.5K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $13M | 1.02M | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $149,308 | 12.1K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $15,800 | 1.2K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $258,930 | 21.0K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.01% | $73,980 | 6.0K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $431,974 | 35.0K | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.01% | $28,482 | 2.3K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $152,633 | 12.4K | Q1 2026 |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.01% | $12,009 | 974 | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $148,404 | 12.4K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 383.6K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 162.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 145.0K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $359,621 | 29.2K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $142,883 | 11.4K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $202,560 | 16.0K | Q4 2025OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.01% | $19,111 | 1.6K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $269,733 | 21.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 363.2K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.01% | $36,990 | 3.0K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $671,107 | 53.0K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $6M | 470.9K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.01% | $158,810 | 12.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 100.3K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $322,634 | 26.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 93.0K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $62,131 | 5.0K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $202,958 | 16.5K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $204,927 | 16.2K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $35,826 | 3.0K | Q2 2025OLDER |
| Busey Bank$3.7B AUM | 0.01% | $186,850 | 15.2K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $131,233 | 10.7K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $210,843 | 17.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3M | 227.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 1.24M | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $23,810 | 1.9K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.00% | $147,960 | 12.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 401.5K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $7,275 | 590 | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 112.6K | Q1 2026 |
| CoreFirst Bank & Trust$189M AUM | 0.00% | $7,786 | 615 | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $4,932 | 400 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $480,217 | 38.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $349,260 | 28.3K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $19,110 | 1.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $24M | 1.97M | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $316,290 | 25.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 1.09M | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $282,916 | 23.0K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $328,940 | 26.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $364,159 | 29.1K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $21,368 | 1.7K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18M | 1.47M | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $18,458 | 1.5K | Q1 2026 |
| Field & Main Bank$344M AUM | 0.00% | $10,678 | 866 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $471,226 | 37.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $302,428 | 24.5K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.00% | $3,845 | 308 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $322,970 | 26.2K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $34,524 | 2.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 219.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $43,499 | 3.5K | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $43,833 | 3.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 122.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $137,412 | 10.9K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $114,509 | 9.3K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $372,204 | 29.4K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $188,623 | 15.3K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 124.7K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $3,329 | 270 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $37M | 2.92M | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $174,852 | 14.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $421,840 | 34.2K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $9,852 | 799 | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $335,894 | 27.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 142.2K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $194,592 | 15.8K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $353,215 | 28.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $243,900 | 19.8K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $22,725 | 1.8K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $151,512 | 12.3K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.00% | $198,920 | 16.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $883,739 | 70.8K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $19,777 | 1.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $427,320 | 34.7K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $3,355 | 265 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 115.2K | Q1 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $150,130 | 12.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $284,165 | 23.8K | Q2 2025OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $8,419 | 673 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $255,565 | 20.7K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $88,222 | 7.4K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $102,752 | 8.3K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $12,663 | 1.0K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $85,225 | 6.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 439.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 145.9K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $124,668 | 10.4K | Q2 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $10,863 | 881 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $15,519 | 1.3K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $4,500 | 365 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $434,861 | 35.3K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $18,779 | 1.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $16M | 1.26M | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $16,227 | 1.3K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $21,257 | 1.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $46,546 | 3.8K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $430,150 | 35.0K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $255,403 | 20.2K | Q4 2025OLDER |
| MOTCO$1.1B AUM | 0.00% | $10,517 | 853 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 448.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $172,016 | 14.0K | Q1 2026 |
| CNB Bank$238M AUM | 0.00% | $2,170 | 176 | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $3,070 | 249 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $18,913 | 1.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $178,332 | 14.5K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $16,588 | 1.3K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $12,836 | 1.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $176,618 | 14.2K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $530,507 | 42.9K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $4,316 | 350 | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $155,913 | 12.6K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $119,537 | 10.0K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $488,410 | 39.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $223,456 | 18.1K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $52,649 | 4.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $299,631 | 24.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $20,406 | 1.7K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $126,347 | 10.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $721,641 | 58.5K | Q1 2026 |
| Ameliora Wealth Management Ltd.$314M AUM | 0.00% | $1,233 | 100 | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $232,671 | 19.5K | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 195.3K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $18,101 | 1.5K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $9,470 | 768 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $4,254 | 345 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $188,773 | 15.3K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $138,047 | 11.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 168.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $206,306 | 16.7K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $119,300 | 10.0K | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $415,114 | 33.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $222,668 | 18.1K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $16,243 | 1.3K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9,371 | 760 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $2,023 | 162 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $12,682 | 1.0K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $200,707 | 16.3K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $23,806 | 1.9K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,165 | 500 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $985,648 | 79.9K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $50,640 | 4.0K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $14,804 | 1.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $622,480 | 49.2K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $168,447 | 13.7K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $232,988 | 18.9K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $259 | 21 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $131,489 | 10.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $137,899 | 11.6K | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $592 | 48 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,152 | 328 | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $153 | 0 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $136 | 11 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $98 | 8 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,494 | 208 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.