QGROAMERICAN CENTY ETF TR
CUSIP 025072307 · Yahoo Finance ↗ · Google Finance ↗
American Centy Etf Tr (QGRO) has 189 institutional holders in Filings Flow’s 13F database, together reporting 15.36M shares worth $1.6B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Great Valley Advisor Group, Inc., and Raymond James Financial Inc.
Institutional Holders
189
Q1 2026
Reported Value
$1.6B
Ticker
QGRO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc$169M AUM | 16.62% | $28M | 267.8K | Q1 2026 |
| Anderson Financial Strategies, LLC$182M AUM | 9.74% | $18M | 157.2K | Q1 2026 |
| Next Level Private LLC$511M AUM | 8.39% | $37M | 353.8K | Q1 2026 |
| MFA Wealth Services$151M AUM | 5.80% | $9M | 83.4K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 5.70% | $8M | 76.8K | Q1 2026 |
| LANE BROTHERS & CO INC$137M AUM | 5.06% | $7M | 66.1K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 4.67% | $61M | 532.8K | Q4 2025OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 4.12% | $5M | 45.6K | Q3 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 4.01% | $12M | 111.2K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 3.86% | $9M | 88.0K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 3.40% | $33M | 313.7K | Q1 2026 |
| Ruggaard & Associates LLC$252M AUM | 3.37% | $9M | 81.0K | Q1 2026 |
| Petros Family Wealth, LLC$140M AUM | 3.30% | $5M | 44.1K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 3.18% | $6M | 59.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 3.17% | $99M | 946.5K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 3.17% | $14M | 134.6K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 2.63% | $3M | 23.5K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 2.59% | $4M | 37.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 2.10% | $116M | 1.10M | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 1.96% | $5M | 40.3K | Q4 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 1.76% | $36M | 342.9K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 1.57% | $13M | 119.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 1.56% | $14M | 136.2K | Q1 2026 |
| Weil Company, Inc.$445M AUM | 1.31% | $6M | 55.5K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 1.08% | $3M | 24.1K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 1.00% | $9M | 86.2K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.95% | $2M | 19.6K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.90% | $4M | 33.9K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.84% | $2M | 21.1K | Q1 2026 |
| Freestate Advisors LLC$134M AUM | 0.81% | $1M | 9.6K | Q1 2026 |
| MONEYWISE, INC.$229M AUM | 0.80% | $2M | 17.5K | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 0.63% | $2M | 16.3K | Q1 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.59% | $1M | 9.6K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.57% | $9M | 88.0K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.54% | $3M | 28.9K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 0.48% | $540,144 | 5.0K | Q2 2025OLDER |
| WT Wealth Management$336M AUM | 0.48% | $2M | 15.3K | Q1 2026 |
| Legacy CG, LLC$360M AUM | 0.47% | $2M | 16.2K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.46% | $7M | 68.1K | Q2 2025OLDER |
| Capital Squared Financial LLC$131M AUM | 0.46% | $604,706 | 5.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.43% | $40M | 384.2K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.40% | $2M | 17.0K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.37% | $6M | 56.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.34% | $29M | 255.8K | Q3 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.31% | $579,513 | 5.5K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.30% | $2M | 19.9K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.30% | $3M | 25.2K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.28% | $2M | 16.0K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.28% | $2M | 15.0K | Q4 2025OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.28% | $630,183 | 6.4K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 0.25% | $756,846 | 7.2K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.23% | $417,560 | 3.6K | Q3 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.23% | $31M | 290.2K | Q1 2026 |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.23% | $269,122 | 2.4K | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.20% | $240,736 | 2.3K | Q1 2026 |
| Broadway Wealth Solutions, Inc.$193M AUM | 0.20% | $391,552 | 3.7K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.20% | $3M | 31.6K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.20% | $460,293 | 4.4K | Q1 2026 |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.19% | $391,552 | 3.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.19% | $4M | 40.5K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.19% | $226,927 | 2.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.18% | $11M | 106.1K | Q1 2026 |
| Exchange Bank$161M AUM | 0.17% | $210,383 | 1.9K | Q2 2025OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.16% | $332,525 | 3.2K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.16% | $2M | 14.2K | Q1 2026 |
| Cannon Wealth Management Services, LLC$148M AUM | 0.15% | $217,588 | 1.9K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.15% | $10M | 99.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.15% | $8M | 69.9K | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.15% | $3M | 27.1K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.14% | $2M | 17.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.13% | $6M | 61.7K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.13% | $632,491 | 6.0K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.13% | $375,626 | 3.3K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.13% | $495,841 | 4.5K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.12% | $19M | 164.5K | Q1 2026 |
| Strategic Equity Management$266M AUM | 0.12% | $316,087 | 2.8K | Q3 2025OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.11% | $503,108 | 4.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.11% | $9M | 88.9K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.11% | $219,531 | 2.1K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.10% | $333,928 | 3.2K | Q1 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.09% | $230,333 | 2.2K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.09% | $805,863 | 7.0K | Q3 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.09% | $2M | 19.9K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.09% | $298,616 | 2.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $19M | 179.9K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.09% | $999,238 | 9.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.09% | $2M | 21.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.09% | $23M | 204.6K | Q4 2025OLDER |
| Brio Consultants, LLC$818M AUM | 0.08% | $638,739 | 5.7K | Q1 2026 |
| Alta Wealth Advisors LLC$308M AUM | 0.07% | $217,016 | 1.9K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.07% | $270M | 2.57M | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 29.0K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.07% | $809,780 | 7.4K | Q2 2025OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.06% | $254,176 | 2.3K | Q4 2025OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.06% | $89,591 | 853 | Q1 2026 |
| Third View Private Wealth, LLC$730M AUM | 0.06% | $432,880 | 4.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $39M | 368.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $88M | 834.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 20.4K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.05% | $223,294 | 2.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.05% | $1M | 14.0K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $542,795 | 5.2K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.05% | $1M | 11.8K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.05% | $91M | 865.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 35.9K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.04% | $303,747 | 2.9K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 14.2K | Q1 2026 |
| Access Investment Management LLC$376M AUM | 0.04% | $152,189 | 1.4K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.04% | $202,279 | 1.9K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 10.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $28M | 265.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $108M | 1.03M | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 13.1K | Q1 2026 |
| CVFG LLC$804M AUM | 0.03% | $247,875 | 2.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 14.9K | Q4 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.03% | $150,086 | 1.4K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.03% | $207,665 | 1.8K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 47.4K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.03% | $212,266 | 2.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 28.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $320,751 | 3.1K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.02% | $493,471 | 4.7K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $250,225 | 2.3K | Q2 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 27.2K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 14.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 32.2K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.02% | $228,155 | 2.2K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 32.7K | Q1 2026 |
| Advantage Trust Co$223M AUM | 0.01% | $32,490 | 284 | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $52M | 498.4K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $17M | 162.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 11.5K | Q1 2026 |
| MOTCO$1.1B AUM | 0.01% | $143,576 | 1.4K | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.01% | $55,876 | 532 | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $260,176 | 2.5K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $330,218 | 3.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 61.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $408,145 | 3.9K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $917,332 | 8.7K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $35,774 | 341 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $35,774 | 341 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $30,776 | 293 | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $438,117 | 4.0K | Q2 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $216,257 | 2.1K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $414,452 | 3.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 91.2K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $161,746 | 1.5K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $424,951 | 4.0K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $22,422 | 196 | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 14.8K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $20,481 | 195 | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $249,932 | 2.2K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $241,254 | 2.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $396,170 | 3.8K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $65,777 | 626 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 20.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 32.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 9.7K | Q2 2025OLDER |
| CW Advisors, LLC$10.3B AUM | 0.01% | $534,083 | 4.9K | Q2 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $206,601 | 1.9K | Q2 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $112,593 | 1.1K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $902,838 | 8.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $305,112 | 2.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $558,760 | 5.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19M | 178.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $47M | 443.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $875,114 | 8.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $205,085 | 2.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $60,873 | 574 | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $4,320 | 41 | Q1 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $7,124 | 65 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $344,820 | 3.0K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 21.5K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $31,510 | 300 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $11,676 | 107 | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 18.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 129.9K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $25,312 | 241 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $29,286 | 256 | Q3 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $290,933 | 2.8K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $16,588 | 145 | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $231,171 | 2.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 88.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 13.7K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $21,937 | 201 | Q2 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $916,633 | 8.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $267,862 | 2.3K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $566,432 | 5.4K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $750,964 | 6.9K | Q2 2025OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.00% | $1,996 | 19 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $3,781 | 36 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $8,823 | 84 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 11.9K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,466 | 33 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $126 | 1.2K | Q2 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $47,579 | 453 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $23,737 | 226 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $45,076 | 425 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $70,055 | 667 | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $250,976 | 2.3K | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $158,490 | 1.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,507 | 81 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $21,216 | 202 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $333,260 | 3.2K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $5,041 | 48 | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $3,933 | 37 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,838 | 26 | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $134 | 1.2K | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $420 | 4 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $442,386 | 4.2K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $105 | 1 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $32,244 | 307 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $423,481 | 4.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $38,336 | 365 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $79,508 | 757 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $283,896 | 2.7K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $27,623 | 263 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $236,843 | 2.3K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,197 | 59 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $277,448 | 2.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $109,385 | 1.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $79,162 | 780 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $3 | 0 | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $105 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.