PAAPLAINS ALL AMERN PIPELINE L
CUSIP 726503105 · Yahoo Finance ↗ · Google Finance ↗
Plains All Amern Pipeline L (PAA) has 409 institutional holders in Filings Flow’s 13F database, together reporting 283.26M shares worth $6.1B as of Q1 2026. The largest reported holders are Alps Advisors Inc, Invesco Ltd., and Blackstone Inc..
Institutional Holders
409
Q1 2026
Reported Value
$6.1B
Ticker
PAA
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fractal Investments LLC$845M AUM | 9.58% | $81M | 3.63M | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 7.68% | $1.6B | 73.11M | Q1 2026OLDER |
| WALNUT PRIVATE EQUITY PARTNERS, LLC$185M AUM | 7.25% | $13M | 602.3K | Q2 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 5.73% | $27M | 1.23M | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 4.81% | $69M | 3.09M | Q1 2026OLDER |
| Turas Capital Management LP$392M AUM | 3.60% | $11M | 598.1K | Q4 2025OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 3.42% | $9M | 412.5K | Q1 2026OLDER |
| BERKLEY W R CORP$1.9B AUM | 3.22% | $60M | 2.68M | Q1 2026OLDER |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 2.65% | $138M | 6.20M | Q1 2026OLDER |
| TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM | 2.51% | $241M | 10.79M | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 2.50% | $12M | 528.9K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 2.06% | $18M | 823.1K | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 2.04% | $3M | 126.7K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 1.88% | $2M | 108.7K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 1.82% | $51M | 2.27M | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 1.71% | $63M | 2.80M | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 1.71% | $4M | 159.6K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 1.63% | $418M | 18.74M | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 1.32% | $2M | 92.1K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 1.28% | $1M | 66.1K | Q1 2026OLDER |
| Mountain Lake Investment Management LLC$155M AUM | 1.24% | $2M | 86.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 1.15% | $4M | 175.3K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 1.08% | $2M | 103.6K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.89% | $2M | 111.0K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.88% | $1M | 57.0K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.80% | $4M | 182.3K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.76% | $881,558 | 39.5K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.74% | $1M | 54.2K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.69% | $1M | 50.9K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.60% | $1M | 52.3K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.55% | $4M | 182.1K | Q2 2026 |
| BFSG, LLC$1.1B AUM | 0.54% | $6M | 254.2K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.52% | $381M | 17.05M | Q1 2026OLDER |
| Sippican Capital Advisors$146M AUM | 0.50% | $732,424 | 32.8K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 0.50% | $2M | 111.4K | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 0.48% | $30M | 1.32M | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.46% | $17M | 753.2K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.42% | $15M | 665.9K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.41% | $40M | 1.78M | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.39% | $2M | 109.9K | Q1 2026OLDER |
| RR Advisors, LLC$360M AUM | 0.39% | $1M | 62.5K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.37% | $1M | 66.2K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.34% | $13M | 579.0K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.33% | $9M | 403.3K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.32% | $3M | 118.9K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.31% | $466,049 | 21.3K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 0.31% | $4M | 200.0K | Q1 2026OLDER |
| R.H. Dinel Investment Counsel, Inc.$124M AUM | 0.31% | $379,610 | 17.0K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.29% | $2M | 95.4K | Q2 2026 |
| Morse Asset Management, Inc$481M AUM | 0.26% | $1M | 56.5K | Q1 2026OLDER |
| Morgan Creek Capital Management, LLC$151M AUM | 0.26% | $393,946 | 17.6K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.25% | $351,698 | 15.8K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.25% | $34M | 1.54M | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.24% | $345,155 | 15.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.23% | $4M | 192.8K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.22% | $781,026 | 35.0K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.22% | $272,570 | 12.2K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.21% | $2M | 109.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.21% | $8M | 379.4K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.21% | $1M | 57.0K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.21% | $2M | 111.2K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.21% | $408,639 | 18.3K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.20% | $1M | 54.5K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.19% | $82M | 3.65M | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.19% | $348,147 | 15.6K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.19% | $9M | 418.9K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.18% | $631,732 | 37.0K | Q3 2025OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.17% | $664,675 | 29.8K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.16% | $5M | 214.4K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.16% | $10M | 436.6K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.16% | $390,775 | 17.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.16% | $2M | 109.2K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.16% | $11M | 500.0K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 0.16% | $268,697 | 12.0K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.15% | $429,853 | 19.3K | Q1 2026OLDER |
| Providence Financial Advisors, LLC$175M AUM | 0.15% | $269,255 | 12.1K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.15% | $428,131 | 19.2K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.15% | $223,300 | 10.0K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.15% | $165,242 | 7.4K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.15% | $421,104 | 25.6K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.15% | $3M | 139.7K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.14% | $85M | 4.71M | Q4 2025OLDER |
| Greenline Partners, LLC$930M AUM | 0.13% | $1M | 54.8K | Q1 2026OLDER |
| Elemental Capital Partners LLC$235M AUM | 0.12% | $284,774 | 12.8K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.12% | $300,256 | 17.6K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.12% | $1M | 71.2K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.11% | $462,206 | 20.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.11% | $745M | 33.39M | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.11% | $84M | 3.76M | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.11% | $240,280 | 14.7K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.11% | $1M | 52.4K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.11% | $82M | 3.69M | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.11% | $219,950 | 9.8K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.11% | $344,270 | 16.0K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.11% | $1M | 55.9K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.10% | $986,799 | 44.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.10% | $14M | 622.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.10% | $1M | 59.9K | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 0.10% | $229,999 | 10.3K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.10% | $212,135 | 9.5K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.10% | $7M | 327.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.10% | $4M | 205.2K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.09% | $546,750 | 24.5K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.09% | $37M | 1.66M | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.09% | $513,590 | 23.0K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.09% | $343,832 | 15.4K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.09% | $661,861 | 29.6K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.09% | $398,546 | 17.8K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.09% | $925,645 | 41.5K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.09% | $217,896 | 9.8K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.09% | $781,550 | 35.0K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.08% | $12M | 525.6K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.08% | $396,000 | 22.0K | Q4 2025OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.08% | $279,294 | 12.5K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.08% | $1M | 48.9K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.08% | $438,224 | 24.4K | Q4 2025OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.08% | $241,056 | 10.8K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.08% | $290,020 | 17.0K | Q3 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.08% | $6M | 256.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.08% | $1M | 54.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $653,242 | 29.3K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 0.08% | $500,677 | 22.3K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.07% | $316,237 | 14.2K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.07% | $490,725 | 22.0K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.07% | $446,600 | 20.0K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.07% | $217,941 | 9.8K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.07% | $937,860 | 42.0K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.07% | $412,032 | 18.5K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.07% | $469,909 | 21.1K | Q2 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.06% | $13M | 575.6K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.06% | $222,039 | 12.4K | Q4 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.06% | $4M | 200.0K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.06% | $117,344 | 5.3K | Q2 2026 |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.06% | $414,352 | 18.6K | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 0.06% | $1M | 55.3K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.06% | $318,582 | 14.3K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.06% | $241,164 | 10.8K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.06% | $572,959 | 25.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.06% | $2M | 108.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 80.8K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.05% | $215,395 | 9.6K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $193,065 | 8.6K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.05% | $55,825 | 2.5K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.05% | $132,976 | 7.4K | Q4 2025OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.05% | $2M | 70.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.05% | $60M | 2.67M | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.05% | $774,538 | 34.7K | Q1 2026OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.05% | $408,583 | 18.3K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.05% | $310,132 | 18.2K | Q3 2025OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.05% | $421,675 | 18.9K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.05% | $223,300 | 10.0K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.04% | $361,746 | 16.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $849,091 | 38.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.04% | $369M | 16.54M | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.04% | $223,077 | 10.0K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.04% | $486,653 | 21.8K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $328,028 | 14.7K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $10M | 606.4K | Q3 2025OLDER |
| Pinnacle Holdings, LLC$309M AUM | 0.04% | $124,155 | 5.6K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.04% | $18M | 785.1K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.04% | $50,788 | 3.0K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.04% | $80M | 3.34M | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.04% | $232,995 | 10.4K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.04% | $209,222 | 9.4K | Q2 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.04% | $788,003 | 35.3K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.04% | $7M | 414.4K | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.04% | $178,640 | 8.0K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.04% | $2M | 87.5K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.04% | $303,733 | 13.6K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.04% | $492,043 | 22.0K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.04% | $627,585 | 28.1K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.04% | $324,996 | 14.6K | Q2 2026 |
| Solstein Capital, LLC$244M AUM | 0.03% | $85,010 | 3.8K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.03% | $1M | 50.0K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.03% | $2M | 100.7K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.03% | $910,434 | 40.9K | Q2 2026 |
| Naviter Wealth, LLC$801M AUM | 0.03% | $248,890 | 13.9K | Q4 2025OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.03% | $444,568 | 19.9K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $439,901 | 19.7K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.03% | $544,852 | 24.4K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.03% | $2M | 78.3K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.03% | $265,295 | 11.9K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.03% | $216,605 | 9.7K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $258,447 | 11.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $1M | 56.8K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $340,934 | 15.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $196M | 8.77M | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.03% | $240,896 | 10.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 302.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $23M | 1.02M | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.03% | $5M | 230.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 89.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $466,551 | 21.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $2M | 67.4K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.02% | $310,387 | 13.9K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.02% | $667,823 | 29.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 62.9K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.02% | $225,336 | 12.5K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $911,813 | 40.8K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.02% | $2M | 90.2K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $308,172 | 13.8K | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $236,698 | 10.6K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.02% | $218,476 | 9.8K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $657,615 | 29.4K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.02% | $26,864 | 1.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $393,008 | 17.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $208,106 | 11.6K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.02% | $101,637 | 4.6K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.02% | $3M | 150.0K | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.02% | $52,632 | 2.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 106.6K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $4M | 221.9K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 171.3K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $260,213 | 11.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $677,559 | 37.7K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 61.3K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $325,906 | 14.6K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 175.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 70.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $15M | 654.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.02% | $73,458 | 3.3K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $102,176 | 12.4K | Q2 2026 |
| City State Bank$385M AUM | 0.01% | $56,942 | 2.5K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.01% | $204,096 | 9.1K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $1M | 57.1K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $764,154 | 34.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 56.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $42M | 1.88M | Q1 2026OLDER |
| First Trust Capital Management L.P.$1.9B AUM | 0.01% | $257,108 | 11.5K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.01% | $180,564 | 10.6K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $919,995 | 41.2K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $234,219 | 10.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $181,306 | 8.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $52M | 2.33M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $804,672 | 36.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $860,866 | 38.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $597,551 | 26.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 140.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $542,737 | 24.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $36,688 | 1.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $811,231 | 35.8K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 96.4K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $330,104 | 14.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $987,835 | 44.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $419,054 | 19.1K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $49,832 | 2.2K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 67.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $46,805 | 2.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $654,901 | 29.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $177M | 9.88M | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.01% | $223,300 | 10.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 433.8K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $368,445 | 16.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $62M | 2.78M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 121.2K | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $31,776 | 1.4K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.01% | $19,310 | 865 | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 55.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 83.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $344,140 | 15.5K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $558,154 | 25.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $243,196 | 10.9K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $80,439 | 3.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $702,149 | 31.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $184,991 | 10.3K | Q4 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $250,274 | 11.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 210.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $109M | 4.90M | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.01% | $66,960 | 3.0K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.01% | $79,048 | 3.5K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $741,669 | 33.2K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $87,006 | 5.1K | Q3 2025OLDER |
| Glenview Trust Co$6.4B AUM | 0.01% | $492,957 | 22.1K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $113,348 | 5.1K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $221,915 | 9.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 61.4K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $346,206 | 15.6K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $57M | 2.54M | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $44,140 | 2.0K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.01% | $179,600 | 10.0K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $661,302 | 29.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 155.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $143,680 | 8.0K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $36M | 1.61M | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 407.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $205,369 | 9.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $11,165 | 500 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $216,615 | 9.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $18,780 | 841 | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $337,183 | 15.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 839.8K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $217,316 | 9.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $51M | 2.29M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $88M | 3.91M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 235.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $74,582 | 3.3K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $266,208 | 12.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $221,353 | 13.0K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $32,870 | 1.5K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $8M | 364.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $291,706 | 16.2K | Q4 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $44,660 | 2.0K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $275,933 | 12.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 233.4K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.00% | $238,931 | 10.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $75,922 | 3.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 759.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $10M | 464.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $355,665 | 15.9K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $49,238 | 2.2K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $319,185 | 14.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 140.1K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $5,516 | 247 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $376,390 | 16.9K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $8,904 | 400 | Q2 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $7,369 | 330 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 150.0K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $1M | 50.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $22,330 | 1.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $635,062 | 28.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $322,783 | 14.5K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $126,618 | 7.0K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 119.5K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $260,174 | 11.7K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $14,515 | 650 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $4,669 | 209.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $672,451 | 30.1K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $171,210 | 10.0K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $51,607 | 3.0K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $162,763 | 7.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $253,500 | 11.4K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $622,047 | 27.9K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $5M | 265.4K | Q3 2025OLDER |
| Security National Bank$687M AUM | 0.00% | $22,330 | 1.0K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $5,359 | 240 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $16,300 | 730 | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $7,046 | 413 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $16,122 | 722 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 51.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $220,978 | 9.9K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $4,947 | 290 | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $236,572 | 10.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 74.1K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $4,962 | 222 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $31,150 | 1.4K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $51,288 | 2.3K | Q2 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $44,660 | 2.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 167.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $84,720 | 3.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $389,804 | 21.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $539,048 | 24.1K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $3M | 145.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $669,922 | 30.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 617.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $438,832 | 19.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $287,272 | 12.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $345,291 | 15.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 363.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $670,514 | 30.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $715,029 | 32.0K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $415,918 | 18.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 156.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1M | 66.9K | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $70,250 | 3.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $66,097 | 3.0K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.00% | $11,165 | 500 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $79,272 | 3.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $55,825 | 2.5K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $252,217 | 11.3K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $4,336 | 194 | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 45.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $11,165 | 500 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $866,895 | 38.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $758,433 | 34.0K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $13,470 | 750 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $5,247 | 235 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 198.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 77.5K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $27,846 | 1.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $233,661 | 10.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $215,520 | 12.0K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $14,053 | 629 | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $249,734 | 13.9K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $177,010 | 7.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $671,025 | 30.1K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $4,436 | 260 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $49,126 | 2.2K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $89,007 | 4.1K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $22,799 | 1.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $13M | 574.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $37,961 | 1.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $6,824 | 400 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $521,719 | 23.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $9,178 | 538 | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $560,483 | 25.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $157,742 | 7.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 205.5K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $107,966 | 4.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 143.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $10M | 447.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $228,927 | 10.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,806 | 450 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $27,600 | 1.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $24,822 | 1.5K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $133,337 | 6.1K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $104,686 | 4.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $4,451 | 199 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $213,408 | 9.6K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $35,147 | 1.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 66.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $8,932 | 400 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $13,648 | 800 | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $11,165 | 500 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $13,398 | 600 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $22,330 | 1.0K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $2,233 | 100 | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.00% | $3,425 | 42.1K | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,481 | 111 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $235,470 | 10.5K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $238 | 11 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $96,813 | 4.3K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $4,466 | 200 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $271,967 | 12.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $4,600 | 206 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $416,521 | 18.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,434 | 109 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $300,293 | 13.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $230,848 | 10.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $5M | 220.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $71,647 | 3.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $27,265 | 1.2K | Q1 2026OLDER |
| MSRH, LLC$113M AUM | 0.00% | $45 | 2 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $2,233 | 100 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $503 | 28 | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $28 | 1 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,948 | 132 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $10,071 | 451 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $380 | 17 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.