QQQINVESCO QQQ TR
CUSIP 46090E103 · Yahoo Finance ↗ · Google Finance ↗
Invesco Qqq Tr (QQQ) has 3,770 institutional holders in Filings Flow’s 13F database, together reporting 229.84M shares worth $124.6B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Jane Street Group, LLC, and Citadel Advisors LLC.
Institutional Holders
3,770
Q1 2026
Reported Value
$124.6B
Ticker
QQQ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Glenorchy Capital Ltd$1.7B AUM | 76.25% | $1.3B | 2.27M | Q1 2026OLDER |
| Artemis Wealth Advisors, LLC$662M AUM | 69.66% | $461M | 881.0K | Q1 2026OLDER |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd$1.8B AUM | 68.69% | $1.3B | 2.20M | Q1 2026OLDER |
| Hidden Lake Asset Management LP$331M AUM | 61.40% | $480M | 800.0K | Q3 2025OLDER |
| FourWorld Capital Management LLC$196M AUM | 60.87% | $4M | 7.0K | Q4 2025OLDER |
| Anchor Capital Management Group Inc$144M AUM | 53.19% | $76M | 132.5K | Q1 2026OLDER |
| Owl Creek Asset Management, L.P.$1.4B AUM | 47.41% | $1.6B | 2.56M | Q4 2025OLDER |
| Tejara Capital Ltd$303M AUM | 43.38% | $184M | 300.0K | Q4 2025OLDER |
| Carrhae Capital LLP$3.3B AUM | 42.86% | $1.4B | 2.48M | Q1 2026OLDER |
| Rising Stella Capital Pte. Ltd$214M AUM | 42.67% | $91M | 157.9K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 41.40% | $1.5B | 2.65M | Q1 2026OLDER |
| Goldstream Capital Management Ltd$120M AUM | 37.96% | $46M | 79.2K | Q1 2026OLDER |
| Pureheart Capital Pte Ltd.$459M AUM | 36.27% | $467M | 760.0K | Q4 2025OLDER |
| Copos Capital S.a r.l.$143M AUM | 34.92% | $50M | 81.4K | Q4 2025OLDER |
| Potrero Capital Research LLC$163M AUM | 34.55% | $300M | 500.0K | Q3 2025OLDER |
| Sphera Management Technology Funds Ltd$178M AUM | 32.50% | $95M | 155.0K | Q4 2025OLDER |
| Monarch Alternative Capital LP$1.6B AUM | 31.85% | $519M | 900.0K | Q1 2026OLDER |
| Aragon Global Management, LP$143M AUM | 31.41% | $45M | 78.0K | Q1 2026OLDER |
| Seal Cove Capital, LLC$107M AUM | 29.45% | $32M | 51.4K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 28.98% | $44M | 75.4K | Q1 2026OLDER |
| Investidor Profissional Gestao de Recursos Ltda.$306M AUM | 27.23% | $83M | 144.3K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 26.79% | $15.4B | 26.65M | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 26.34% | $3.5B | 6.04M | Q1 2026OLDER |
| Fortune 45 LLC$205M AUM | 26.30% | $54M | 93.6K | Q1 2026OLDER |
| Proem Advisors LLC$1.7B AUM | 26.17% | $439M | 760.2K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 26.07% | $76M | 123.2K | Q1 2026OLDER |
| Wilmar Advisors LLC$116M AUM | 25.95% | $30M | 52.0K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 24.99% | $37M | 64.8K | Q1 2026OLDER |
| Mizuho Bank, Ltd.$369M AUM | 24.86% | $209M | 340.0K | Q4 2025OLDER |
| Div Capital Phoenix Assets Ltd$434M AUM | 24.80% | $108M | 186.7K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 24.31% | $126M | 205.2K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 24.27% | $1.7B | 3.03M | Q1 2026OLDER |
| Socha Financial Group, LLC$197M AUM | 23.57% | $46M | 80.5K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 23.01% | $21M | 56.6K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 22.99% | $30M | 52.0K | Q1 2026OLDER |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 22.77% | $13.6B | 23.48M | Q1 2026OLDER |
| MARK ASSET MANAGEMENT LP$1.1B AUM | 22.52% | $313M | 521.0K | Q3 2025OLDER |
| Consolidated Investment Group LLC$922M AUM | 22.38% | $206M | 357.5K | Q1 2026OLDER |
| Hancock Prospecting Pty Ltd$3.3B AUM | 22.15% | $737M | 1.28M | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 21.33% | $76M | 132.5K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 20.99% | $47M | 81.4K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 20.21% | $31M | 50.9K | Q1 2026OLDER |
| Oasis Management Co Ltd.$1.7B AUM | 20.17% | $346M | 600.0K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 20.11% | $69M | 118.8K | Q1 2026OLDER |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 19.82% | $37M | 49.9K | Q2 2026 |
| Harvest Investment Advisors, LLC$176M AUM | 19.51% | $34M | 56.0K | Q4 2025OLDER |
| Valiant Capital Management, L.P.$1.7B AUM | 19.46% | $344M | 560.0K | Q4 2025OLDER |
| DCF Advisers, LLC$375M AUM | 19.39% | $73M | 126.0K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 19.27% | $35M | 61.1K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 19.24% | $44M | 76.9K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 19.23% | $36M | 62.4K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 19.16% | $34M | 0 | Q1 2026OLDER |
| Helix Partners Management LP$374M AUM | 18.92% | $71M | 122.5K | Q1 2026OLDER |
| SCOGGIN MANAGEMENT LP$1.0B AUM | 18.77% | $195M | 337.5K | Q1 2026OLDER |
| Finepoint Capital LP$2.0B AUM | 18.76% | $366M | 634.8K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 18.75% | $65M | 111.9K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 18.49% | $21M | 36.6K | Q1 2026OLDER |
| Platt Investment Counsel, LLC$149M AUM | 18.07% | $27M | 36.6K | Q2 2026 |
| NRI Wealth Management LC$187M AUM | 17.95% | $34M | 55.9K | Q4 2025OLDER |
| CJM Wealth Advisers, Ltd.$381M AUM | 17.38% | $66M | 89.9K | Q2 2026 |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 17.37% | $41M | 71.7K | Q1 2026OLDER |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 17.21% | $115M | 2.0K | Q1 2026OLDER |
| Connective Capital Management, LLC$121M AUM | 17.06% | $21M | 35.8K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 16.79% | $29M | 50.9K | Q1 2026OLDER |
| Ebert Capital Management Inc.$107M AUM | 16.75% | $18M | 24.2K | Q2 2026 |
| Humankind Investments LLC$175M AUM | 16.71% | $29M | 50.7K | Q1 2026OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 16.60% | $19M | 32.4K | Q1 2026OLDER |
| Northern Capital Management, Inc.$199M AUM | 16.57% | $33M | 57.3K | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 16.46% | $445M | 770.2K | Q1 2026OLDER |
| Altus Wealth Management, LLC$225M AUM | 16.41% | $37M | 64.0K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 16.35% | $19M | 32.7K | Q1 2026OLDER |
| Castle Hook Partners LP$23.4B AUM | 16.29% | $3.9B | 6.38M | Q4 2025OLDER |
| Atreides Management, LP$5.0B AUM | 16.15% | $808M | 1.40M | Q1 2026OLDER |
| Georgetown University$221M AUM | 16.12% | $36M | 61.7K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 16.00% | $42M | 67.0K | Q4 2025OLDER |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 15.96% | $467M | 809.5K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 15.80% | $39M | 59.9K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 15.76% | $38M | 66.7K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 15.69% | $149M | 258.0K | Q1 2026OLDER |
| Cannon Capital Management, Inc.$123M AUM | 15.02% | $18M | 32.0K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 14.98% | $39M | 52.7K | Q2 2026 |
| Parker Investment Management, LLC$659M AUM | 14.98% | $99M | 171.1K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 14.89% | $24M | 40.7K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 14.69% | $21M | 36.8K | Q1 2026OLDER |
| Fox Financial, Inc$123M AUM | 14.56% | $18M | 30.9K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 14.48% | $18M | 30.9K | Q1 2026OLDER |
| CTC LLC$217.2B AUM | 14.47% | $31.4B | 544.5K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 14.38% | $35M | 61.6K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 14.33% | $46M | 79.3K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 14.31% | $28M | 48.0K | Q1 2026OLDER |
| D. SCOTT NEAL, INC.$216M AUM | 14.29% | $31M | 51.5K | Q3 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 14.29% | $88M | 151.9K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 14.27% | $26M | 45.6K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 14.19% | $24M | 400 | Q3 2025OLDER |
| Vision Retirement, LLC$373M AUM | 14.10% | $53M | 85.7K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 14.01% | $58M | 93.7K | Q4 2025OLDER |
| Arosa Capital Management LP$660M AUM | 13.98% | $92M | 160.0K | Q1 2026OLDER |
| Pioneer Family Office, LLC$156M AUM | 13.78% | $21M | 37.2K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 13.61% | $16M | 26.6K | Q4 2025OLDER |
| Lauer Wealth, LLC$126M AUM | 13.46% | $17M | 27.9K | Q1 2026OLDER |
| GeoSphere Capital Management, LLC$229M AUM | 13.45% | $31M | 53.3K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 13.17% | $17M | 29.1K | Q1 2026OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 13.11% | $23M | 39.1K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 12.94% | $22M | 38.7K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 12.94% | $210M | 363.7K | Q1 2026OLDER |
| Golden Reserve Retirement LLC$485M AUM | 12.88% | $62M | 108.2K | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 12.87% | $16M | 27.9K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 12.82% | $17M | 28.8K | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 12.76% | $389M | 673.9K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 12.72% | $50M | 86.9K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 12.48% | $25M | 42.9K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 12.18% | $61M | 114.4K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 12.11% | $27M | 46.7K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 12.03% | $41M | 67.2K | Q4 2025OLDER |
| PPSC Investment Service Corp$1.3B AUM | 11.98% | $152M | 263.2K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 11.82% | $39M | 67.1K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 11.80% | $28M | 38.1K | Q2 2026 |
| Valence8 US LP$286M AUM | 11.79% | $34M | 58.4K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 11.75% | $28M | 49.0K | Q1 2026OLDER |
| AJ Advisors, LLC$270M AUM | 11.67% | $31M | 54.5K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 11.64% | $216M | 374.3K | Q1 2026OLDER |
| Munro Partners$3.0B AUM | 11.57% | $20M | 106.9K | Q3 2025OLDER |
| PSI Advisors, LLC$418M AUM | 11.51% | $48M | 83.3K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 11.42% | $40M | 53.9K | Q2 2026 |
| Plus Group Wealth Advisors LLC$106M AUM | 11.40% | $12M | 16.5K | Q2 2026 |
| GRANVILLE CAPITAL, INC.$191M AUM | 11.35% | $22M | 37.6K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 11.33% | $41M | 71.0K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 11.30% | $48M | 82.4K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 11.26% | $12M | 57.4K | Q2 2026 |
| Crew Capital Management, Ltd$151M AUM | 11.23% | $17M | 29.3K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 11.23% | $74M | 101.1K | Q2 2026 |
| Focused Wealth Management, Inc$964M AUM | 11.21% | $108M | 187.4K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 11.18% | $64M | 110.2K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 11.13% | $4.3B | 7.44M | Q1 2026OLDER |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 11.01% | $300M | 519.6K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 10.97% | $127M | 219.9K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 10.91% | $200M | 347.3K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 10.82% | $40M | 53.9K | Q2 2026 |
| Johns Hopkins University$1.4B AUM | 10.81% | $149M | 258.5K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 10.80% | $1.7B | 2.96M | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 10.79% | $23M | 31.0K | Q2 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 10.61% | $22M | 38.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 10.59% | $32M | 55.4K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 10.44% | $63M | 110.0K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 10.43% | $159M | 275.8K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 10.33% | $20M | 33.8K | Q1 2026OLDER |
| Ategra Capital Management, LLC$201M AUM | 10.28% | $21M | 35.8K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 10.27% | $27M | 46.0K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 10.16% | $64M | 111.3K | Q1 2026OLDER |
| Halter Ferguson Financial Inc.$455M AUM | 10.16% | $46M | 75.2K | Q2 2026 |
| Cadia Private Client LLC$123M AUM | 10.12% | $12M | 21.6K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 10.12% | $15M | 25.8K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 10.11% | $16M | 28.5K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 10.08% | $23M | 39.3K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 10.07% | $57M | 98.9K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 10.06% | $51M | 88.1K | Q1 2026OLDER |
| Fairfield Financial Advisors, LTD$290M AUM | 10.00% | $29M | 50.3K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 10.00% | $27M | 45.9K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 10.00% | $13M | 23.1K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 9.91% | $54M | 94.2K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 9.86% | $72M | 125.1K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 9.85% | $74M | 127.9K | Q1 2026OLDER |
| Fore Capital, LLC$162M AUM | 9.84% | $30M | 49.0K | Q4 2025OLDER |
| Deer Park Road Corp$591M AUM | 9.76% | $58M | 100.0K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 9.75% | $18M | 31.7K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 9.67% | $26M | 44.1K | Q3 2025OLDER |
| Resolute Advisors LLC$242M AUM | 9.62% | $23M | 40.3K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 9.59% | $16M | 27.0K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$270M AUM | 9.52% | $26M | 34.9K | Q2 2026 |
| Avondale Wealth Management$203M AUM | 9.37% | $19M | 33.0K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 9.36% | $29M | 51.0K | Q1 2026OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 9.32% | $14M | 25.1K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 9.30% | $17M | 29.8K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 9.28% | $19M | 123.0K | Q1 2026OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 9.23% | $9M | 16.4K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 9.23% | $454M | 786.8K | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 9.23% | $20M | 27.7K | Q2 2026 |
| Osbon Capital Management LLC$123M AUM | 9.22% | $11M | 19.6K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 9.21% | $26M | 44.6K | Q1 2026OLDER |
| Park Capital Management, LLC / WI$170M AUM | 9.18% | $16M | 21.2K | Q2 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 9.13% | $9M | 16.2K | Q1 2026OLDER |
| Seros Financial, LLC$157M AUM | 9.11% | $14M | 24.8K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 9.05% | $51M | 87.9K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 9.04% | $13M | 23.2K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 9.02% | $36M | 62.1K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 8.96% | $29M | 50.0K | Q1 2026OLDER |
| New Perspectives, Inc$289M AUM | 8.89% | $26M | 44.5K | Q1 2026OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 8.89% | $102M | 199.6K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 8.88% | $243M | 420.6K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 8.87% | $20M | 41.5K | Q2 2026 |
| Philosophy Capital Management LLC$1.6B AUM | 8.85% | $144M | 2.5K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 8.85% | $12.3B | 20.50M | Q3 2025OLDER |
| VVR Holdings LLC$194M AUM | 8.80% | $17M | 29.5K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 8.79% | $207M | 359.0K | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 8.79% | $15M | 27.2K | Q1 2026OLDER |
| Nishkama Capital, LLC$1.6B AUM | 8.56% | $136M | 235.0K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 8.48% | $20M | 35.8K | Q2 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 8.47% | $19M | 33.6K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 8.45% | $13M | 23.2K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 8.44% | $7.1B | 12.35M | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 8.41% | $11M | 16.5K | Q1 2026OLDER |
| Alta Park Capital, LP$642M AUM | 8.39% | $96M | 160.0K | Q3 2025OLDER |
| CDKV HOLDINGS LLC$114M AUM | 8.39% | $10M | 16.3K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 8.30% | $2.0B | 3.46M | Q1 2026OLDER |
| Erickson Financial Group, LLC$160M AUM | 8.29% | $13M | 22.9K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 8.28% | $496M | 860.0K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 8.25% | $38M | 65.3K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 8.21% | $9M | 15.1K | Q2 2026 |
| JP Wealth Management, Inc.$159M AUM | 8.20% | $13M | 17.7K | Q2 2026 |
| Massar Capital Management, LP$934M AUM | 8.18% | $76M | 132.4K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 8.18% | $58M | 100.6K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 8.17% | $66M | 114.6K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 8.16% | $10M | 17.3K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 8.11% | $503M | 900.2K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 8.09% | $80M | 139.4K | Q1 2026OLDER |
| GERBER, LLC$179M AUM | 8.07% | $14M | 25.1K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 8.01% | $46M | 63.6K | Q2 2026 |
| HFG Advisors, Inc.$142M AUM | 7.98% | $11M | 19.6K | Q1 2026OLDER |
| Ion Asset Management Ltd.$911M AUM | 7.91% | $72M | 120.0K | Q3 2025OLDER |
| TrustBank$258M AUM | 7.88% | $20M | 35.2K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 7.87% | $16M | 27.9K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 7.84% | $11M | 16.3K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 7.83% | $56M | 96.7K | Q1 2026OLDER |
| National Mutual Insurance Federation of Agricultural Cooperatives$13.0B AUM | 7.82% | $1.0B | 1.76M | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 7.77% | $11M | 18.3K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 7.68% | $53M | 91.8K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 7.66% | $117M | 202.3K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 7.65% | $24M | 32.7K | Q2 2026 |
| Baron Financial Group, LLC$210M AUM | 7.62% | $16M | 21.7K | Q2 2026 |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 7.60% | $50M | 87.0K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 7.60% | $21M | 33.5K | Q4 2025OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 7.60% | $87M | 150.1K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 7.57% | $28M | 48.4K | Q1 2026OLDER |
| Virtus Wealth Solutions LLC$525M AUM | 7.57% | $40M | 68.9K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 7.56% | $855M | 1.48M | Q1 2026OLDER |
| Estate Planners Group, LLC$208M AUM | 7.50% | $16M | 27.0K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 7.49% | $12M | 19.5K | Q4 2025OLDER |
| Howard Capital Management Inc.$6.1B AUM | 7.45% | $456M | 2.75M | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 7.43% | $28M | 49.1K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 7.42% | $18M | 30.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 7.39% | $146M | 253.4K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 7.39% | $8M | 13.4K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 7.38% | $18M | 31.8K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 7.37% | $14M | 23.8K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 7.35% | $9M | 14.6K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 7.35% | $997M | 1.73M | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 7.34% | $47M | 82.2K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 7.34% | $11M | 18.4K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 7.33% | $75M | 129.6K | Q1 2026OLDER |
| Vestal Point Capital, LP$3.6B AUM | 7.31% | $215M | 350.0K | Q4 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 7.30% | $21M | 34.2K | Q3 2025OLDER |
| Eversept Partners, LP$1.9B AUM | 7.26% | $138M | 238.7K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 7.24% | $15M | 25.2K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 7.21% | $26M | 44.2K | Q1 2026OLDER |
| Dedeker Financial LLC$115M AUM | 7.21% | $8M | 14.3K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 7.21% | $13M | 22.1K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 7.20% | $9M | 12.2K | Q2 2026 |
| KOTLER KEVIN$427M AUM | 7.18% | $31M | 50.0K | Q4 2025OLDER |
| Pachira Investments Inc.$214M AUM | 7.17% | $15M | 26.6K | Q1 2026OLDER |
| Alpha Zero LLC$198M AUM | 7.16% | $14M | 24.5K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 7.16% | $11M | 19.9K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 7.11% | $12M | 21.1K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 7.11% | $51M | 89.1K | Q2 2026 |
| Covenant Asset Management, LLC$664M AUM | 7.11% | $47M | 81.8K | Q1 2026OLDER |
| Cormorant Asset Management, LP$2.0B AUM | 7.10% | $154M | 250.0K | Q4 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 7.07% | $46M | 80.1K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 7.02% | $14M | 24.4K | Q1 2026OLDER |
| White Wing Wealth Management$192M AUM | 7.01% | $13M | 18.3K | Q2 2026 |
| Finley Financial, LLC$248M AUM | 7.00% | $17M | 23.6K | Q2 2026 |
| AIA Group Ltd$6.9B AUM | 6.95% | $478M | 827.9K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 6.93% | $17M | 29.7K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 6.92% | $7M | 12.4K | Q1 2026OLDER |
| SAM Advisors, LLC$319M AUM | 6.92% | $22M | 38.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 6.92% | $436M | 9.26M | Q1 2026OLDER |
| Alight Capital Management LP$417M AUM | 6.92% | $29M | 50.0K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 6.91% | $26M | 45.4K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 6.88% | $58M | 101.3K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 6.88% | $34M | 58.6K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 6.85% | $11M | 18.4K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 6.81% | $14M | 25.3K | Q2 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 6.80% | $75M | 129.1K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 6.78% | $13M | 21.8K | Q1 2026OLDER |
| RWQ Financial Management Services, Inc.$153M AUM | 6.73% | $10M | 17.9K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 6.73% | $13M | 23.2K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 6.72% | $8M | 13.5K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 6.64% | $91M | 148.4K | Q1 2026OLDER |
| 9823 Capital, L.P.$132M AUM | 6.63% | $9M | 15.2K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 6.63% | $23M | 36.9K | Q4 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 6.63% | $13M | 22.5K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 6.63% | $3.6B | 6.19M | Q1 2026OLDER |
| Morangie Management LLC$109M AUM | 6.62% | $7M | 12.5K | Q1 2026OLDER |
| Gemsstock Ltd.$949M AUM | 6.61% | $52M | 8.8K | Q4 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 6.60% | $28M | 49.2K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 6.59% | $53M | 92.5K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 6.56% | $7M | 11.5K | Q1 2026OLDER |
| Union Square Park Capital Management, LLC$176M AUM | 6.56% | $12M | 20.0K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 6.55% | $172M | 298.1K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 6.55% | $9M | 15.3K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 6.55% | $14M | 23.8K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 6.55% | $12M | 16.0K | Q2 2026 |
| Garner Asset Management Corp$255M AUM | 6.52% | $17M | 28.8K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 6.47% | $31M | 54.6K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 6.47% | $56M | 96.5K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 6.46% | $40M | 69.3K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 6.44% | $10M | 18.2K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 6.44% | $7M | 11.7K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 6.40% | $28M | 48.7K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 6.40% | $30M | 52.4K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 6.40% | $10M | 13.3K | Q1 2026OLDER |
| Chaney Capital Management, Inc.$284M AUM | 6.39% | $18M | 31.4K | Q1 2026OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 6.39% | $9M | 15.9K | Q1 2026OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 6.38% | $1.4B | 2.42M | Q3 2025OLDER |
| Strategent Financial, LLC$147M AUM | 6.37% | $9M | 16.3K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 6.36% | $12M | 20.5K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 6.35% | $7M | 11.7K | Q1 2026OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 6.33% | $51M | 85.0K | Q3 2025OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 6.33% | $17M | 28.6K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 6.26% | $18M | 31.5K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 6.22% | $16M | 28.2K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 6.19% | $19M | 33.0K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 6.19% | $17M | 29.7K | Q1 2026OLDER |
| Forest Avenue Capital Management LP$1.7B AUM | 6.16% | $104M | 180.0K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 6.16% | $9M | 16.3K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 6.15% | $22M | 37.3K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 6.15% | $15M | 25.6K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 6.12% | $22M | 36.5K | Q4 2025OLDER |
| IFG Advisors, LLC$611M AUM | 6.11% | $37M | 64.7K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 6.10% | $75M | 129.4K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 6.08% | $12M | 20.6K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 6.08% | $12M | 20.2K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 6.08% | $38M | 66.4K | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 6.07% | $8M | 13.9K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 6.06% | $10M | 17.4K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 6.05% | $12M | 20.0K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 6.04% | $20M | 35.0K | Q1 2026OLDER |
| Marnell Management LLC$288M AUM | 6.02% | $17M | 30.0K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 6.02% | $17M | 30.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 5.99% | $285M | 493.0K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 5.92% | $28M | 48.5K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 5.90% | $2.2B | 3.86M | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 5.86% | $8M | 13.4K | Q1 2026OLDER |
| Luxor Capital Group, LP$1.4B AUM | 5.84% | $84M | 145.0K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 5.82% | $31M | 42.3K | Q2 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 5.82% | $8M | 11.4K | Q2 2026 |
| Sanchez Wealth Management Group$462M AUM | 5.80% | $27M | 46.5K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 5.78% | $9M | 15.3K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 5.77% | $13M | 22.8K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 5.77% | $178M | 308.8K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 5.76% | $8M | 13.1K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 5.74% | $28M | 38.0K | Q2 2026 |
| SWF LLC$1.1B AUM | 5.74% | $66M | 114.0K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 5.71% | $44M | 77.0K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 5.70% | $56M | 96.5K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 5.70% | $41M | 67.4K | Q1 2026OLDER |
| Newbrook Capital Advisors LP$560M AUM | 5.68% | $32M | 55.2K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 5.67% | $8M | 14.2K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 5.66% | $21M | 35.7K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 5.65% | $44M | 76.5K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 5.63% | $26M | 45.8K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 5.59% | $10M | 13.9K | Q2 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 5.57% | $85M | 147.3K | Q1 2026OLDER |
| Beartown Capital Management, LLC$209M AUM | 5.53% | $12M | 20.0K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 5.53% | $19M | 32.1K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 5.53% | $7M | 12.7K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 5.53% | $114M | 189.2K | Q3 2025OLDER |
| Buska Wealth Management, LLC$249M AUM | 5.52% | $14M | 23.8K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 5.49% | $29M | 49.7K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 5.47% | $18M | 24.7K | Q2 2026 |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 5.46% | $15M | 25.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 5.46% | $205M | 290.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 5.42% | $42.1B | 72.96M | Q1 2026OLDER |
| jvl associates llc$352M AUM | 5.38% | $19M | 25.7K | Q2 2026 |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 5.36% | $25M | 42.6K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 5.35% | $37M | 64.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 5.35% | $19M | 30.4K | Q4 2025OLDER |
| CV Advisors LLC$366M AUM | 5.35% | $20M | 33.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 5.31% | $47.5B | 82.23M | Q1 2026OLDER |
| Solano Wealth Investment Advisors LLC$201M AUM | 5.31% | $11M | 18.5K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 5.31% | $16M | 22.2K | Q2 2026 |
| Edenbrook Capital, LLC$321M AUM | 5.30% | $17M | 29.5K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 5.30% | $12M | 20.3K | Q4 2025OLDER |
| Scott Capital Advisors, LLC$639M AUM | 5.29% | $34M | 45.8K | Q2 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 5.28% | $45M | 78.1K | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 5.28% | $87M | 145.0K | Q3 2025OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 5.28% | $8M | 13.8K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 5.27% | $12M | 21.0K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 5.25% | $30M | 51.6K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 5.25% | $13M | 22.5K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 5.22% | $16M | 27.9K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 5.21% | $17M | 29.9K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 5.20% | $10M | 13.8K | Q2 2026 |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 5.20% | $7M | 11.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 5.20% | $166M | 288.3K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 5.19% | $14M | 23.4K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 5.18% | $23M | 39.7K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 5.16% | $8M | 13.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 5.15% | $31.8B | 55.17M | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 5.13% | $29M | 49.8K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 5.13% | $5M | 9.1K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 5.11% | $5M | 7.6K | Q4 2025OLDER |
| VMS Asset Management Limited$164M AUM | 5.07% | $8M | 14.4K | Q1 2026OLDER |
| Pine Ridge Advisers LLC$1.6B AUM | 5.07% | $82M | 142.8K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 5.07% | $8M | 14.3K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 5.07% | $29M | 40.0K | Q2 2026 |
| Spectrum Strategic Capital Management, LLC$186M AUM | 5.04% | $9M | 16.2K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 5.02% | $18M | 31.3K | Q1 2026OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 5.02% | $329M | 570.0K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 5.01% | $9M | 12.1K | Q2 2026 |
| Parkman Healthcare Partners LLC$970M AUM | 5.01% | $48M | 80.0K | Q3 2025OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 5.01% | $17M | 22.5K | Q2 2026 |
| Graetz Wealth LLC$112M AUM | 5.00% | $6M | 9.7K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 4.98% | $45M | 78.5K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 4.97% | $37M | 63.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 4.96% | $140M | 243.2K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 4.96% | $10M | 18.0K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 4.95% | $12M | 20.8K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 4.95% | $13M | 21.5K | Q3 2025OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 4.95% | $9M | 14.9K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 4.93% | $20M | 34.1K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 4.87% | $8M | 13.4K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 4.87% | $13M | 21.9K | Q3 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 4.86% | $12M | 20.1K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 4.85% | $19M | 33.5K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 4.84% | $58M | 79.3K | Q2 2026 |
| Grandview Asset Management LLC$342M AUM | 4.83% | $17M | 28.4K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 4.82% | $30M | 52.8K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 4.82% | $116M | 201.5K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 4.81% | $5M | 7.1K | Q2 2026 |
| Latitude Advisors, LLC$218M AUM | 4.77% | $11M | 17.6K | Q4 2025OLDER |
| GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM | 4.76% | $189M | 328.2K | Q1 2026OLDER |
| Katamaran Capital LLP$124M AUM | 4.74% | $6M | 10.2K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 4.73% | $10M | 17.5K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 4.72% | $11M | 19.2K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 4.72% | $11M | 19.5K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 4.70% | $18M | 31.0K | Q1 2026OLDER |
| Ikarian Capital, LLC$1.2B AUM | 4.69% | $58M | 100.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 4.68% | $33M | 56.4K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 4.68% | $36M | 61.9K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 4.67% | $8M | 13.5K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 4.66% | $17M | 29.2K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 4.65% | $18M | 30.8K | Q1 2026OLDER |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 4.64% | $19M | 32.2K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 4.63% | $12M | 16.4K | Q2 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 4.62% | $11M | 18.8K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 4.61% | $9M | 15.1K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 4.61% | $11M | 15.4K | Q2 2026 |
| Trilogy Capital Inc.$2.6B AUM | 4.60% | $119M | 161.0K | Q2 2026 |
| MIG Capital, LLC$589M AUM | 4.59% | $27M | 44.0K | Q4 2025OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 4.58% | $8M | 13.6K | Q1 2026OLDER |
| Ackerman Asset Management, LLC$143M AUM | 4.58% | $7M | 11.4K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 4.57% | $12M | 20.5K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$382M AUM | 4.56% | $17M | 23.7K | Q2 2026 |
| 360 Financial, Inc.$332M AUM | 4.56% | $15M | 26.2K | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 4.56% | $62M | 108.0K | Q1 2026OLDER |
| Select Equity Group, L.P.$19.5B AUM | 4.55% | $1.1B | 1.72M | Q4 2025OLDER |
| DBK Financial Counsel, LLC$132M AUM | 4.51% | $6M | 10.3K | Q2 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 4.51% | $8M | 14.3K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 4.50% | $14M | 24.6K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 4.50% | $14M | 23.5K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 4.50% | $6M | 10.7K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 4.49% | $13M | 22.1K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 4.48% | $26M | 44.8K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 4.48% | $7M | 11.9K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 4.48% | $8M | 13.4K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 4.47% | $8M | 14.3K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 4.46% | $11M | 18.9K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 4.43% | $20M | 34.5K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 4.41% | $27M | 40.0K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 4.40% | $11M | 18.6K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 4.39% | $9M | 16.0K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 4.39% | $7M | 12.3K | Q1 2026OLDER |
| Nierenberg Investment Management Company, LLC$201M AUM | 4.39% | $10M | 17.1K | Q3 2025OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 4.39% | $102M | 176.2K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 4.35% | $5M | 6.9K | Q2 2026 |
| Goldstone Financial Group, LLC$922M AUM | 4.31% | $40M | 69.3K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 4.29% | $6M | 9.7K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 4.29% | $6M | 11.1K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 4.28% | $57M | 99.3K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 4.27% | $35M | 59.9K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 4.26% | $7M | 12.5K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 4.25% | $7M | 12.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 4.25% | $66M | 113.8K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 4.24% | $31M | 54.3K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 4.23% | $11M | 19.8K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 4.16% | $5M | 8.0K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 4.15% | $16M | 28.1K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 4.14% | $22M | 29.7K | Q2 2026 |
| TKG Advisors, LLC$242M AUM | 4.14% | $10M | 17.3K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 4.12% | $1.8B | 3.05M | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 4.12% | $12M | 20.3K | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 4.11% | $8M | 13.0K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 4.11% | $60M | 104.4K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 4.11% | $12M | 21.1K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 4.10% | $7M | 12.1K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 4.09% | $12M | 20.0K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.2B AUM | 4.07% | $130M | 175.9K | Q2 2026 |
| Flagship Private Wealth, LLC$246M AUM | 4.06% | $10M | 17.3K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 4.04% | $11M | 18.5K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 4.04% | $10M | 17.8K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 4.04% | $12M | 21.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.