PPHVANECK ETF TRUST
CUSIP 92189F692 · Yahoo Finance ↗ · Google Finance ↗
Vaneck Etf Trust (PPH) has 147 institutional holders in Filings Flow’s 13F database, together reporting 7.46M shares worth $775M as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Jane Street Group, LLC, and Healthcare Of Ontario Pension Plan Trust Fund.
Institutional Holders
147
Q1 2026
Reported Value
$775M
Ticker
PPH
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Revere Asset Management, Inc$195M AUM | 5.90% | $16M | 173.0K | Q3 2025OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 4.09% | $15M | 148.8K | Q1 2026 |
| Avalon Trust Co$1.5B AUM | 1.92% | $28M | 267.7K | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 1.74% | $32M | 310.8K | Q1 2026 |
| Exome Asset Management LLC$193M AUM | 1.64% | $3M | 30.0K | Q3 2025OLDER |
| WT Wealth Management$336M AUM | 1.56% | $5M | 50.4K | Q1 2026 |
| Verity & Verity, LLC$1.3B AUM | 0.99% | $12M | 131.3K | Q2 2025OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.95% | $2M | 23.5K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.90% | $2M | 17.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.82% | $32M | 304.5K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.74% | $21M | 202.4K | Q1 2026 |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.62% | $1M | 13.8K | Q1 2026 |
| Peak Planning Group, LLC$228M AUM | 0.54% | $387,372 | 6.2K | Q1 2026 |
| Employees Retirement System of Texas$11.4B AUM | 0.48% | $55M | 531.6K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.45% | $903,829 | 8.7K | Q1 2026 |
| Aspen Grove Capital, LLC$514M AUM | 0.38% | $2M | 18.7K | Q1 2026 |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.35% | $14M | 1.5K | Q3 2025OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.33% | $57M | 545.2K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.27% | $9M | 82.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.27% | $2M | 22.1K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.26% | $424,350 | 4.1K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 0.25% | $324,106 | 3.1K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.24% | $354,231 | 3.4K | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.22% | $34M | 325.0K | Q4 2025OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.22% | $255,285 | 2.5K | Q1 2026 |
| Canton Hathaway, LLC$496M AUM | 0.21% | $1M | 10.0K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.20% | $592,000 | 5.7K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.17% | $938,037 | 9.0K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.16% | $6M | 53.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.13% | $5M | 55.1K | Q3 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.12% | $417,598 | 4.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.11% | $10M | 92.9K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.09% | $58M | 561.0K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.08% | $775,464 | 7.5K | Q1 2026 |
| Buska Wealth Management, LLC$249M AUM | 0.08% | $219,806 | 2.1K | Q4 2025OLDER |
| Hudock, Inc.$680M AUM | 0.07% | $500,479 | 4.8K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.07% | $593,686 | 5.7K | Q1 2026 |
| Telos Capital Management, Inc.$1.0B AUM | 0.06% | $620,268 | 6.0K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $5M | 48.9K | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.05% | $2M | 19.5K | Q3 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $629,928 | 6.1K | Q1 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 0.04% | $45,557 | 439 | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.04% | $345,907 | 3.3K | Q1 2026 |
| BANK HAPOALIM BM$652M AUM | 0.04% | $257,000 | 2.5K | Q1 2026 |
| Trask Adam Roland$106M AUM | 0.04% | $41,552 | 400 | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.04% | $67,938 | 654 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.04% | $244,880 | 2.4K | Q1 2026 |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.03% | $201,631 | 1.9K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.03% | $353,192 | 3.4K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $994,247 | 9.6K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $836,649 | 8.1K | Q1 2026 |
| Blue Chip Partners, LLC$1.4B AUM | 0.03% | $403,958 | 3.9K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 9.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.03% | $57M | 549.0K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.03% | $314,000 | 3.0K | Q4 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.02% | $88,410 | 1.0K | Q2 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $413,209 | 4.0K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 28.0K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.02% | $84,320 | 811 | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 22.2K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $526,270 | 5.1K | Q4 2025OLDER |
| Forum Finance Group S.A.$184M AUM | 0.02% | $35,000 | 430 | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.02% | $288,972 | 2.8K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $519,532 | 5.7K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.02% | $140,238 | 1.4K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.02% | $2M | 16.1K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.02% | $207,760 | 2.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $6M | 55.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $877,458 | 8.4K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.01% | $54,180 | 522 | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $18,777 | 182 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $195,920 | 1.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $102M | 986.1K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $250,741 | 2.4K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $635,226 | 6.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $85M | 814.0K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.01% | $51,739 | 501 | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $861,996 | 8.3K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $298,447 | 2.9K | Q1 2026 |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $18,072 | 200 | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $367,735 | 3.5K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $23M | 219.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 14.2K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $269,300 | 2.6K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $86,280 | 1.0K | Q2 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $198,000 | 1.9K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $42M | 408.4K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $473,379 | 4.6K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $285,670 | 2.8K | Q1 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $9,036 | 20 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $38M | 361.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 11.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $240,922 | 2.7K | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $332,414 | 3.2K | Q1 2026 |
| Cullen Capital Management, LLC$9.8B AUM | 0.01% | $476,645 | 4.6K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $298,729 | 2.9K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $307,485 | 3.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 51.1K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $41,475 | 459 | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $69,133 | 666 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 37.4K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 20.6K | Q1 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $268,557 | 2.6K | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $3M | 33.8K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 12.3K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 28.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 112.2K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $58,054 | 660 | Q2 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $14,442 | 140 | Q4 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $6,233 | 60 | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $219,484 | 2.4K | Q3 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $4,024 | 39 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 14.2K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $504,604 | 4.9K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $372,722 | 3.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $506,201 | 4.9K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 17.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 11.8K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $78,949 | 760 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $20,776 | 200 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $284,118 | 2.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $959,481 | 9.3K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 22.6K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 27.9K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $146,901 | 1.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $12M | 116.6K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $7,687 | 74 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 32.9K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 78.3K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $677,700 | 7.5K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 67.1K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $18M | 177.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $15M | 143.6K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $334,248 | 3.8K | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $19,809 | 192 | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 11.4K | Q2 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $375,000 | 3.6K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $34,073 | 328 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $559,705 | 5.4K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $290,056 | 3.2K | Q3 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $44,363 | 430 | Q4 2025OLDER |
| NVWM, LLC$449M AUM | 0.00% | $3,323 | 38 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $153,016 | 1.5K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $8,830 | 85 | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $306,000 | 2.9K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $135,044 | 1.3K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $30,919 | 298 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $14,962 | 143 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $9,557 | 92 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 20.1K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $24,000 | 232 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $43,980 | 500 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $98,777 | 951 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $25,866 | 249 | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $2M | 15.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $31,897 | 353 | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $206,436 | 2.0K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $6,025 | 58 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 10.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $91,183 | 878 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $62,224 | 599 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $10,388 | 100 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $101,726 | 986 | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $27,660 | 268 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $19,888 | 193 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $516,595 | 5.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $245,558 | 2.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $877,889 | 8.5K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $427,917 | 4.9K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $248,225 | 2.4K | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $2,390 | 23 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $72,197 | 695 | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $324,663 | 3.6K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $119,982 | 1.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $284,765 | 2.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $682,644 | 6.6K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $1,135 | 11 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $49,475 | 476 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $533,273 | 5.1K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $338,337 | 3.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $65,133 | 627 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,807 | 20 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,889 | 28 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $17,348 | 167 | Q1 2026 |
| Trust Co$1.1B AUM | 0.00% | $850 | 8 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $35,697 | 346 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $100,036 | 963 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $53,460 | 513 | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.00% | $415 | 4 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $36,415 | 414 | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,805 | 27 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $10,419 | 100 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $8,102 | 78 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $359,634 | 3.5K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $9,000 | 85 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $258,056 | 2.5K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $47,473 | 457 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $44,788 | 431 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,558 | 15 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $549 | 5 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.