SEC 13F Intelligence

SLVISHARES SILVER TR

CUSIP 46428Q109 · Yahoo Finance ↗ · Google Finance ↗

Ishares Silver Tr (SLV) has 1,542 institutional holders in Filings Flow’s 13F database, together reporting 158.48M shares worth $10.3B as of Q1 2026. The largest reported holders are Ctc LLC, Jane Street Group, LLC, and Susquehanna International Group, LLP.

Institutional Holders
1,542
Q1 2026
Reported Value
$10.3B
Ticker
SLV
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 357Q4 ’18Q1 ’19: 355Q2 ’19: 342Q2 ’19Q3 ’19: 384Q2 ’21: 698Q2 ’21Q4 ’21: 670Q4 ’22: 681Q4 ’22Q4 ’25: 1,477Q1 ’26: 1,542Q1 ’26Q2 ’26: 128filingsflow.com
Total reported value
Q4 ’18: $3.5BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $27.5BQ2 ’19Q3 ’19: $1.8BQ2 ’21: $107.7BQ2 ’21Q4 ’21: $86.5BQ4 ’22: $3.0BQ4 ’22Q4 ’25: $11.7BQ1 ’26: $10.3BQ1 ’26Q2 ’26: $581Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM20.62%$31M450.7KQ1 2026OLDER
Fore Capital, LLC$162M AUM12.53%$38M595.0KQ4 2025OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM12.47%$28M407.5KQ1 2026OLDER
Symmetry Investments LP$913M AUM10.69%$123M1.91MQ4 2025OLDER
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM10.27%$133M1.96MQ1 2026OLDER
Forest Hill Capital, LLC$152M AUM9.49%$14M212.0KQ1 2026OLDER
Monaco Asset Management SAM$542M AUM9.30%$50M740.0KQ1 2026OLDER
Cadence Wealth Management LLC$240M AUM8.88%$21M312.5KQ1 2026OLDER
ARMOR ADVISORS, L.L.C.$298M AUM8.51%$10M147.6KQ4 2025OLDER
MSA Advisors, LLC$333M AUM7.71%$31M477.7KQ4 2025OLDER
Permanens Capital L.P.$776M AUM7.56%$58M900.2KQ4 2025OLDER
TCM Advisors, LLC$1.4B AUM7.45%$101M1.48MQ1 2026OLDER
RIA Advisory Group LLC$421M AUM7.33%$31M452.8KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM6.60%$15M215.8KQ1 2026OLDER
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM6.51%$55M850.0KQ4 2025OLDER
McAlvany Wealth Management LLC$148M AUM6.46%$10M150.9KQ1 2026OLDER
Grand Central Investment Group$135M AUM6.29%$8M124.7KQ1 2026OLDER
Corecam AG$117M AUM5.97%$7M102.9KQ1 2026OLDER
Briaud Financial Planning Inc$381M AUM5.88%$22M329.2KQ1 2026OLDER
Aragon Global Management, LP$143M AUM5.72%$19M292.6KQ4 2025OLDER
RM Financial Services, LLC$116M AUM5.48%$6M93.2KQ1 2026OLDER
Timelo Investment Management Inc.$127M AUM5.37%$7M100.0KQ1 2026OLDER
Carrhae Capital LLP$3.3B AUM5.36%$179M2.63MQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM5.04%$8M121.7KQ1 2026OLDER
One River Asset Management, LLC$273M AUM4.99%$14M200.0KQ1 2026OLDER
Corecam Pte. Ltd.$231M AUM4.97%$11M168.2KQ1 2026OLDER
Extract Advisors LLC$287M AUM4.75%$14M200.0KQ1 2026OLDER
Sagil Capital LLP$263M AUM4.68%$17M400.0KQ3 2025OLDER
Bravias Capital Group, LLC$153M AUM4.63%$7M104.0KQ1 2026OLDER
O'Domhnaill Enterprises, Inc.$124M AUM4.43%$6M80.8KQ1 2026OLDER
Ion Asset Management Ltd.$911M AUM4.43%$40M952.2KQ3 2025OLDER
TSP Capital Management Group, LLC$410M AUM4.40%$18M264.9KQ1 2026OLDER
RoundAngle Advisors LLC$134M AUM4.38%$6M85.9KQ1 2026OLDER
New Harbor Financial Group, LLC$567M AUM4.30%$24M357.9KQ1 2026OLDER
Barnes Dennig Private Wealth Management LLC$101M AUM4.14%$4M61.3KQ1 2026OLDER
MY Wealth Management Inc.$103M AUM4.09%$4M136.4KQ1 2026OLDER
Maytree Asset Management Ltd$141M AUM3.80%$5M78.8KQ1 2026OLDER
Client First Investment Management LLC$237M AUM3.65%$7M108.1KQ4 2025OLDER
Chicago Wealth Management, Inc.$251M AUM3.58%$9M131.6KQ1 2026OLDER
VMS Asset Management Limited$164M AUM3.57%$9M143.8KQ4 2025OLDER
Nokomis Capital, L.L.C.$349M AUM3.57%$15M234.0KQ4 2025OLDER
CTC LLC$217.2B AUM3.53%$7.7B4.67MQ1 2026OLDER
Kiker Wealth Management, LLC$209M AUM3.48%$7M107.1KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM3.36%$41M594.9KQ1 2026OLDER
AGP FRANKLIN, LLC$200M AUM3.25%$7M95.4KQ1 2026OLDER
Ariose Capital Management Ltd$149M AUM3.16%$9M146.2KQ4 2025OLDER
ROI Financial Advisors, LLC$167M AUM3.13%$5M76.9KQ1 2026OLDER
AUGUSTINE ASSET MANAGEMENT INC$444M AUM3.08%$14M200.8KQ1 2026OLDER
Risk Paradigm Group, LLC$117M AUM2.96%$3M51.0KQ1 2026OLDER
Independent Wealth Advisors LLC$102M AUM2.89%$3M43.2KQ1 2026OLDER
Broussard Financial Group LLC$125M AUM2.78%$3M51.1KQ1 2026OLDER
Beacon Harbor Wealth Advisors, Inc.$477M AUM2.69%$13M188.3KQ1 2026OLDER
MUSTICO FINANCIAL GROUP, INC.$143M AUM2.68%$4M55.8KQ1 2026OLDER
Seven Post Investment Office LP$310M AUM2.63%$8M119.5KQ1 2026OLDER
Royal Palms Capital LLC$101M AUM2.55%$3M37.8KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM2.55%$6M84.0KQ2 2026
Waratah Capital Advisors Ltd.$2.6B AUM2.53%$75M1.17MQ4 2025OLDER
PenderFund Capital Management Ltd.$639M AUM2.51%$16M247.5KQ4 2025OLDER
RIK SAYLOR FINANCIAL, INC.$132M AUM2.49%$3M48.1KQ1 2026OLDER
Capstone Wealth Management Group LLC$163M AUM2.46%$4M58.8KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM2.45%$13M196.9KQ1 2026OLDER
Vivaldi Capital Management LP$723M AUM2.40%$17M255.3KQ1 2026OLDER
GK Wealth Management LLC$190M AUM2.40%$5M85.4KQ2 2026
Knoll Capital Management, LLC$180M AUM2.36%$5M80.0KQ4 2025OLDER
BASSO CAPITAL MANAGEMENT, L.P.$163M AUM2.32%$4M55.7KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM2.17%$21M311.1KQ1 2026OLDER
Independent Wealth Network Inc.$337M AUM2.14%$7M105.8KQ1 2026OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM2.08%$3M54.1KQ4 2025OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM2.08%$19M295.0KQ4 2025OLDER
Twelve Points Wealth Management LLC$455M AUM2.07%$9M137.9KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM1.96%$28M404.4KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM1.94%$4M3.7KQ4 2025OLDER
Saber Capital Managment, LLC$135M AUM1.92%$3M38.0KQ1 2026OLDER
Caitlin John, LLC$167M AUM1.88%$3M45.9KQ1 2026OLDER
Kamunting Street Capital Management, L.P.$183M AUM1.86%$3M50.0KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM1.85%$14M210.0KQ4 2025OLDER
Empirical Asset Management, LLC$379M AUM1.76%$7M97.7KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM1.74%$3M43.2KQ4 2025OLDER
Exit Wealth Advisors, LLC.$195M AUM1.73%$3M49.5KQ1 2026OLDER
LMR Partners LLP$45.4B AUM1.73%$785M11.51MQ1 2026OLDER
Cushing Capital Partners, LLC$130M AUM1.72%$2M32.8KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM1.69%$2M33.5KQ1 2026OLDER
CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM1.69%$15M226.2KQ1 2026OLDER
Granite Bay Wealth Management, LLC$470M AUM1.67%$8M115.4KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM1.67%$79M1.16MQ1 2026OLDER
Members Advisory Group LLC$292M AUM1.65%$4M67.8KQ4 2025OLDER
Canton Hathaway, LLC$496M AUM1.62%$8M117.8KQ1 2026OLDER
MYDA Advisors LLC$608M AUM1.59%$8M130.0KQ4 2025OLDER
IronBridge Private Wealth, LLC$310M AUM1.57%$5M71.5KQ1 2026OLDER
Robinson Value Management, Ltd.$180M AUM1.53%$3M40.2KQ1 2026OLDER
Vanguard Capital Wealth Advisors$108M AUM1.50%$2M23.8KQ1 2026OLDER
Hyposwiss Advisors SA$101M AUM1.49%$2M22.1KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM1.49%$202M2.96MQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM1.47%$4M51.5KQ1 2026OLDER
Broyhill Asset Management, LLC$108M AUM1.45%$2M23.0KQ1 2026OLDER
Gemsstock Ltd.$949M AUM1.44%$14M200.0KQ1 2026OLDER
TABLEAUX LLC$206M AUM1.42%$2M9.7KQ4 2025OLDER
RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM1.40%$13M197.6KQ1 2026OLDER
Encompass More Asset Management$597M AUM1.38%$8M121.1KQ1 2026OLDER
Financial Advocates Investment Management$178M AUM1.37%$2M57.5KQ3 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM1.35%$19M284.4KQ1 2026OLDER
Point Nemo Capital, LLC$152M AUM1.33%$2M29.6KQ1 2026OLDER
Faithward Advisors, LLC$701M AUM1.32%$9M135.7KQ1 2026OLDER
Elevation Wealth Management LLC$109M AUM1.32%$1M21.1KQ1 2026OLDER
Wagner Wealth Management, Corp$111M AUM1.31%$1M20.7KQ4 2025OLDER
Williams & Novak, LLC$151M AUM1.31%$2M37.1KQ2 2026
Cypress Capital Group$889M AUM1.29%$12M168.8KQ1 2026OLDER
Rossby Financial, LCC$489M AUM1.28%$6M92.2KQ1 2026OLDER
Lake Hills Wealth Management, LLC$220M AUM1.27%$3M52.4KQ2 2026
Sicart Associates LLC$389M AUM1.25%$5M71.2KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM1.24%$3M48.9KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM1.22%$2M22.2KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM1.17%$44M649.5KQ1 2026OLDER
ABBINGTON INVESTMENT GROUP$172M AUM1.16%$2M29.4KQ1 2026OLDER
Carrera Capital Advisors$649M AUM1.16%$8M110.8KQ1 2026OLDER
MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM1.16%$3M39.3KQ1 2026OLDER
Terra Nova Asset Management LLC$135M AUM1.16%$2M23.0KQ1 2026OLDER
Tudor Financial Inc.$196M AUM1.16%$2M33.2KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM1.14%$2M22.0KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM1.12%$3M39.5KQ1 2026OLDER
MGB Wealth Management, LLC$350M AUM1.11%$4M59.2KQ4 2025OLDER
CATHY PARETO & ASSOCIATES, INC$149M AUM1.11%$2M24.2KQ1 2026OLDER
Benin Management CORP$445M AUM1.08%$5M70.7KQ1 2026OLDER
Plan Group Financial, LLC$426M AUM1.08%$5M85.4KQ1 2026OLDER
Artesa Financial Group, LLC$105M AUM1.07%$1M16.5KQ1 2026OLDER
INVESTMENT PARTNERS, LTD.$281M AUM1.06%$3M43.6KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM1.04%$5M85.3KQ2 2026
PCG Wealth Advisors, LLC$395M AUM1.04%$4M60.2KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM1.02%$8M295.3KQ1 2026OLDER
CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM1.00%$21M330.0KQ4 2025OLDER
TopTier Wealth Management, LLC$163M AUM1.00%$2M23.8KQ1 2026OLDER
Private Wealth Advisors, LLC$356M AUM1.00%$3M48.4KQ4 2025OLDER
AVALON CAPITAL MANAGEMENT$354M AUM0.98%$3M51.0KQ1 2026OLDER
CPR Investments Inc.$150M AUM0.97%$1M21.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.96%$7.5B109.53MQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.96%$6M87.1KQ1 2026OLDER
Tepp RIA, LLC$128M AUM0.95%$1M17.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.93%$396M5.82MQ1 2026OLDER
WEALTHSPAN PARTNERS, LLC$284M AUM0.93%$3M38.7KQ1 2026OLDER
Nishkama Capital, LLC$1.6B AUM0.93%$23M360.0KQ4 2025OLDER
IMG Wealth Management, Inc.$157M AUM0.93%$1M21.3KQ1 2026OLDER
Stenham Asset Management Ltd$206M AUM0.92%$2M27.7KQ1 2026OLDER
Owl Creek Asset Management, L.P.$1.4B AUM0.91%$30M467.5KQ4 2025OLDER
Saudi Central Bank$4.7B AUM0.90%$42M621.4KQ1 2026OLDER
Galaxy Group Investments LLC$1.1B AUM0.89%$9M132.8KQ4 2025OLDER
Wealth Quarterback LLC$254M AUM0.89%$2M33.2KQ1 2026OLDER
Wilmar Advisors LLC$116M AUM0.88%$1M15.0KQ1 2026OLDER
Pettinga Financial Advisors LLC$624M AUM0.87%$5M101.8KQ2 2026
SMITH, MOORE & CO.$1.4B AUM0.87%$12M175.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.86%$5.3B78.38MQ1 2026OLDER
STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM0.85%$1M15.6KQ1 2026OLDER
WealthCare Investment Partners, LLC$360M AUM0.85%$3M46.7KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.84%$5M73.6KQ4 2025OLDER
Arnhold LLC$1.4B AUM0.82%$11M164.1KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.82%$7M97.1KQ1 2026OLDER
RAHLFS CAPITAL, LLC$136M AUM0.82%$1M16.3KQ1 2026OLDER
United Financial Planning Group LLC$169M AUM0.81%$1M20.1KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.81%$7M107.7KQ1 2026OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.80%$7M96.1KQ1 2026OLDER
Fox Hill Wealth Management$208M AUM0.80%$2M24.3KQ1 2026OLDER
AGH Wealth Advisors, LLC$136M AUM0.79%$1M15.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.79%$551M19.28MQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.79%$9M136.3KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.79%$303M4.45MQ1 2026OLDER
III Capital Management$344M AUM0.79%$3M39.7KQ1 2026OLDER
MOULTON WEALTH MANAGEMENT, INC$152M AUM0.78%$1M21.8KQ2 2026
Accredited Wealth Management, LLC$134M AUM0.78%$1M625Q3 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.77%$7M106.0KQ1 2026OLDER
Eaton Financial Holdings Company, LLC$305M AUM0.77%$2M34.6KQ1 2026OLDER
Cadent Capital Advisors, LLC$386M AUM0.77%$3M43.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.77%$58M844.1KQ1 2026OLDER
Paller Financial Services Inc$134M AUM0.76%$920,02613.5KQ1 2026OLDER
Acorn Wealth Advisors, LLC$343M AUM0.75%$3M38.0KQ1 2026OLDER
MUIRFIELD WEALTH ADVISORS LLC$136M AUM0.74%$1M14.8KQ1 2026OLDER
Bayshore Capital Advisors, LLC$237M AUM0.74%$2M25.8KQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.74%$3M44.8KQ1 2026OLDER
One Charles Private Wealth Services, LLC$400M AUM0.74%$3M43.3KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.73%$2M59.0KQ3 2025OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.73%$6M137.1KQ3 2025OLDER
DCF Advisers, LLC$375M AUM0.73%$3M40.0KQ1 2026OLDER
RPg Family Wealth Advisory, LLC$479M AUM0.73%$3M51.0KQ1 2026OLDER
URS Advisory LLC$137M AUM0.72%$984,35014.4KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.72%$1M25.2KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.72%$271M3.97MQ1 2026OLDER
Pinnacle Family Advisors, LLC$213M AUM0.72%$2M22.4KQ1 2026OLDER
PALLADIEM, LLC$105M AUM0.72%$750,58011.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.70%$6.3B92.02MQ1 2026OLDER
Mezzasalma Advisors, LLC$391M AUM0.70%$3M40.3KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.69%$3M36.8KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.69%$6M90.2KQ1 2026OLDER
Cavalier Investments, LLC$3.7B AUM0.69%$25M373.3KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.68%$97M1.47MQ1 2026OLDER
Kurv Investment Management LLC$173M AUM0.68%$1M18.6KQ1 2026OLDER
Swisher Financial Concepts, Inc.$179M AUM0.68%$1M17.7KQ1 2026OLDER
Piedmont Capital Management, LLC$197M AUM0.66%$1M20.1KQ4 2025OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.66%$1M14.9KQ1 2026OLDER
Southeast Asset Advisors, LLC$913M AUM0.66%$6M88.2KQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.65%$10M145.4KQ2 2026
Shay Capital LLC$1.2B AUM0.65%$8M115.0KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.65%$45M702.4KQ4 2025OLDER
Farmers & Merchants Trust Co of Long Beach$426M AUM0.65%$3M40.5KQ1 2026OLDER
DURANTE & WATERS, LLC$138M AUM0.64%$888,54613.0KQ1 2026OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.63%$4M56.4KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM0.63%$4M62.0KQ1 2026OLDER
Horizon Wealth Management, LLC$682M AUM0.63%$4M63.4KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.63%$2M28.9KQ1 2026OLDER
Roan Capital Partners$121M AUM0.63%$755,15614.1KQ2 2026
BANK OF STOCKTON$323M AUM0.61%$2M28.9KQ1 2026OLDER
Eagle Strategies LLC$837M AUM0.60%$5M74.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.60%$38M900.0KQ3 2025OLDER
Copia Wealth Management$146M AUM0.60%$867,69512.7KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.60%$3M40.1KQ1 2026OLDER
Silver Grove Financial Group, Inc.$124M AUM0.59%$738,02410.8KQ1 2026OLDER
IFC Advisors LLC$699M AUM0.59%$4M62.4KQ4 2025OLDER
American Institute for Advanced Investment Management, LLP$154M AUM0.58%$892,90913.1KQ1 2026OLDER
Taylor & Morgan Wealth Management, LLC$175M AUM0.58%$1M14.8KQ1 2026OLDER
RETIREMENT CAPITAL STRATEGIES$265M AUM0.58%$2M22.3KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.57%$6M89.1KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.57%$2M29.5KQ2 2026
Hedges Asset Management LLC$142M AUM0.57%$805,25012.5KQ4 2025OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.57%$9M128.7KQ1 2026OLDER
INSPIRE TRUST CO, N.A.$648M AUM0.56%$4M53.5KQ1 2026OLDER
GLOBALT Investments LLC / GA$2.8B AUM0.56%$16M230.4KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.56%$6M93.2KQ4 2025OLDER
O'ROURKE & COMPANY, Inc$253M AUM0.55%$1M20.5KQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.55%$2M33.8KQ1 2026OLDER
Rare Wolf Capital LLC$154M AUM0.55%$845,00412.4KQ1 2026OLDER
SageGuard Financial Group, LLC$646M AUM0.55%$4M51.8KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.54%$16M240.5KQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.54%$624,1629.2KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.54%$10M147.1KQ1 2026OLDER
Hibernia Wealth Partners, LLC$338M AUM0.53%$2M26.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.53%$286M4.20MQ1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.53%$816,99912.0KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.52%$7M99.8KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.52%$2M36.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.52%$523M7.67MQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.52%$24M352.3KQ1 2026OLDER
ARS Wealth Advisors Group, LLC$1.2B AUM0.51%$6M88.9KQ1 2026OLDER
Aldebaran Financial Inc.$105M AUM0.51%$535,2407.9KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.51%$429M6.30MQ1 2026OLDER
New England Professional Planning Group Inc.$239M AUM0.51%$1M17.8KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.50%$869,94312.8KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.50%$1M17.5KQ1 2026OLDER
Providence First Trust Co$284M AUM0.50%$1M20.9KQ1 2026OLDER
North Forty Two & Co.$108M AUM0.50%$539,8057.9KQ1 2026OLDER
Wealthstar Advisors, LLC$213M AUM0.50%$1M15.6KQ1 2026OLDER
Biltmore Family Office, LLC$716M AUM0.50%$4M52.0KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.49%$14M205.2KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.49%$31M460.6KQ1 2026OLDER
RiverGlades Family Offices LLC$170M AUM0.49%$827,90112.2KQ1 2026OLDER
OAK FAMILY ADVISORS, LLC$355M AUM0.48%$2M27.3KQ4 2025OLDER
Good Steward Wealth Advisors,LLC$156M AUM0.48%$743,74810.9KQ1 2026OLDER
Rooted Wealth Advisors, Inc.$379M AUM0.48%$2M25.1KQ1 2026OLDER
Kercheville Advisors, LLC$313M AUM0.48%$1M21.8KQ1 2026OLDER
Well Done, LLC$681M AUM0.48%$3M47.5KQ1 2026OLDER
White Knight Strategic Wealth Advisors, LLC$119M AUM0.48%$564,1998.3KQ1 2026OLDER
Strong Retirement Solutions LLC$143M AUM0.47%$671,1799.8KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.47%$26M379.7KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.47%$937,74313.8KQ1 2026OLDER
Resolute Wealth Strategies, LLC$232M AUM0.46%$1M15.6KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.46%$6M89.8KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.46%$3M51.1KQ1 2026OLDER
ALTERNA WEALTH MANAGEMENT, INC$174M AUM0.46%$795,13114.9KQ2 2026
HOEY INVESTMENTS, INC$693M AUM0.45%$3M46.2KQ1 2026OLDER
Wealth Management Associates, Inc.$290M AUM0.45%$1M19.2KQ1 2026OLDER
Bucket List Wealth Management, LLC$166M AUM0.45%$750,15311.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.45%$95M2.24MQ3 2025OLDER
Causey Wealth LLC$205M AUM0.45%$921,46321.7KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.45%$1M18.9KQ1 2026OLDER
SFG Wealth Management, LLC.$243M AUM0.44%$1M15.8KQ1 2026OLDER
E&G Advisors, LP$449M AUM0.44%$2M29.0KQ1 2026OLDER
Maxele Advisors, LLC$123M AUM0.44%$541,4508.4KQ4 2025OLDER
Cercano Management LLC$2.3B AUM0.44%$11M270.9KQ3 2025OLDER
Patten Group, Inc.$575M AUM0.43%$2M36.5KQ1 2026OLDER
Global View Capital Management LLC$377M AUM0.43%$2M23.8KQ1 2026OLDER
Ninepoint Partners LP$904M AUM0.43%$4M60.3KQ4 2025OLDER
Finer Wealth Management, Inc.$199M AUM0.42%$844,93612.4KQ1 2026OLDER
Lansing Street Advisors$397M AUM0.42%$2M25.4KQ4 2025OLDER
Spectrum Wealth Advisory Group, LLC$269M AUM0.41%$1M16.3KQ1 2026OLDER
Clarus Group, Inc.$279M AUM0.41%$1M16.8KQ1 2026OLDER
Lakewood Asset Management LLC$156M AUM0.40%$632,3399.3KQ1 2026OLDER
Sharp Wealth Advisory, LLC$203M AUM0.40%$817,68012.0KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.40%$626,3439.2KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.40%$925,26514.4KQ4 2025OLDER
Guild Investment Management, Inc.$140M AUM0.40%$558,7488.2KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.40%$7M108.9KQ1 2026OLDER
Alternative Investment Advisors, LLC.$229M AUM0.39%$898,97113.2KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.39%$751,17711.0KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.39%$31M460.3KQ1 2026OLDER
BOS Asset Management, LLC$392M AUM0.39%$2M22.3KQ1 2026OLDER
Financial Designs Corp$180M AUM0.39%$698,02610.2KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.39%$560,1788.2KQ1 2026OLDER
Granite Harbor Advisors, Inc.$229M AUM0.39%$885,34313.0KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM0.38%$472,5516.9KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM0.38%$2M26.1KQ4 2025OLDER
BankChampaign, National Association$101M AUM0.38%$386,133100Q1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.38%$761,73711.2KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.37%$10M148.0KQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.37%$695,57310.2KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.37%$7M105.3KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.37%$5M69.7KQ1 2026OLDER
Bluesphere Advisors LLC$281M AUM0.37%$1M15.2KQ1 2026OLDER
Fulcrum Equity Management$136M AUM0.36%$495,4009.3KQ2 2026
Florida Trust Wealth Management Co$3.6B AUM0.36%$13M190.2KQ1 2026OLDER
WESCAP Management Group, Inc.$508M AUM0.36%$2M27.0KQ1 2026OLDER
VestGen Investment Management$181M AUM0.36%$654,9629.6KQ1 2026OLDER
Bath Savings Trust Co$965M AUM0.36%$3M65.0KQ2 2026
Ruggiero Investments, Inc.$103M AUM0.36%$395,4746.1KQ4 2025OLDER
Reliant Investment Partners, LLC$121M AUM0.35%$428,5326.3KQ1 2026OLDER
Intellus Advisors LLC$732M AUM0.35%$3M41.5KQ4 2025OLDER
Clarion Wealth Managment Partners, LLC$110M AUM0.35%$382,0115.9KQ4 2025OLDER
SilverOak Wealth Management LLC$632M AUM0.35%$2M32.7KQ1 2026OLDER
IFS Group,LLC$112M AUM0.35%$393,5095.8KQ1 2026OLDER
NWAM LLC$1.7B AUM0.35%$6M89.3KQ1 2026OLDER
LifeWealth Investments, LLC$374M AUM0.35%$1M24.5KQ2 2026
WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM0.35%$600,1778.8KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.35%$2M23.2KQ1 2026OLDER
4WEALTH ADVISORS, INC.$130M AUM0.34%$400,4996.2KQ4 2025OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.34%$584,3698.6KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.34%$8M121.5KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM0.34%$1M22.0KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.34%$10M147.2KQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM0.34%$403,3629.5KQ3 2025OLDER
Violich Capital Management, Inc.$855M AUM0.34%$3M42.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.34%$52M762.6KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.34%$29M451.6KQ4 2025OLDER
Evanson Asset Management, LLC$1.9B AUM0.33%$6M90.8KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.33%$882,75413.0KQ1 2026OLDER
Symphony Financial, Ltd. Co.$755M AUM0.33%$2M37.3KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.33%$488,7699.1KQ2 2026
Kelsey Financial, LLC$114M AUM0.32%$367,7525.4KQ1 2026OLDER
Hartmann Taylor Wealth Management, LLC$151M AUM0.32%$485,8387.1KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.32%$7M139.2KQ2 2026
J HAGAN CAPITAL, INC.$185M AUM0.32%$591,3198.7KQ1 2026OLDER
Astra Wealth Partners LLC$168M AUM0.32%$541,1288.4KQ4 2025OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.32%$4M58.5KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.32%$374,7705.5KQ1 2026OLDER
INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM0.32%$369,3875.4KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.31%$571,7638.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.31%$90M1.40MQ4 2025OLDER
Dedeker Financial LLC$115M AUM0.31%$357,8195.3KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.31%$30M469.3KQ4 2025OLDER
Alessandra Capital Management, LLC$113M AUM0.31%$347,8685.4KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.31%$6M89.8KQ1 2026OLDER
Summit Wealth Partners, LLC$632M AUM0.31%$2M39.9KQ3 2025OLDER
Sigma Planning Corp$3.6B AUM0.30%$11M160.8KQ1 2026OLDER
Hardin Capital Partners, LLC$215M AUM0.30%$643,36310.0KQ4 2025OLDER
MTM FINANCIAL GROUP, LLC$213M AUM0.30%$647,6039.5KQ2 2026
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.30%$5M79.6KQ1 2026OLDER
PKS Advisory Services, LLC$430M AUM0.30%$1M18.8KQ1 2026OLDER
INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM0.30%$455,5166.7KQ1 2026OLDER
Bannerstone Capital Management, LLC$104M AUM0.30%$309,8604.8KQ1 2026OLDER
WINMILL & CO. INC$347M AUM0.30%$1M15.1KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.30%$958,73014.1KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.30%$850,93212.5KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.29%$1M21.1KQ1 2026OLDER
Fiscal Wisdom Wealth Management, LLC$104M AUM0.29%$306,6304.5KQ1 2026OLDER
Opus Financial Solutions LLC$106M AUM0.29%$312,0134.6KQ1 2026OLDER
Financial Plan, Inc.$933M AUM0.29%$3M40.0KQ1 2026OLDER
Grandview Asset Management LLC$342M AUM0.29%$997,97814.6KQ1 2026OLDER
Gradient Capital Advisors, LLC$432M AUM0.29%$1M23.6KQ2 2026
Red Mountain Financial, LLC$106M AUM0.29%$309,0154.5KQ1 2026OLDER
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM0.29%$327,3454.8KQ1 2026OLDER
Oath Planning, LLC$113M AUM0.29%$325,7574.8KQ1 2026OLDER
Bridgewealth Advisory Group, LLC$482M AUM0.29%$1M20.4KQ1 2026OLDER
TORNO CAPITAL, LLC$725M AUM0.29%$1M20.0KQ4 2025OLDER
Element Wealth, LLC$242M AUM0.29%$697,95810.2KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.29%$931,47413.7KQ1 2026OLDER
Alpha Financial Partners LLC$169M AUM0.29%$485,1577.1KQ1 2026OLDER
WEALTH EFFECTS LLC$282M AUM0.29%$810,18511.9KQ1 2026OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.28%$4M56.6KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.28%$2M23.1KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.28%$898,15313.2KQ1 2026OLDER
ETF Store, Inc.$103M AUM0.28%$289,1184.2KQ1 2026OLDER
Royal Capital Wealth Management, LLC$161M AUM0.28%$450,4056.6KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.28%$1M16.2KQ1 2026OLDER
Ardent Capital Management, Inc.$234M AUM0.28%$647,3309.5KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.28%$7M104.2KQ1 2026OLDER
Professional Financial Advisors, LLC$578M AUM0.28%$2M29.8KQ2 2026
SBI Securities Co., Ltd.$3.6B AUM0.28%$10M147.4KQ1 2026OLDER
Coordinated Financial Services, Inc.$174M AUM0.27%$476,2997.0KQ1 2026OLDER
FELL CAPITAL MANAGEMENT /ADV$105M AUM0.27%$286,1884.2KQ1 2026OLDER
Darden Wealth Group Inc$196M AUM0.27%$531,3557.8KQ1 2026OLDER
Financial Life Planners$130M AUM0.27%$351,6125.2KQ1 2026OLDER
LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM0.27%$466,0096.8KQ1 2026OLDER
Keystone Financial Group, Inc.$192M AUM0.27%$515,1387.6KQ1 2026OLDER
Financial Sense Advisors, Inc.$493M AUM0.27%$1M19.4KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.27%$326,3914.8KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.26%$478,2077.0KQ1 2026OLDER
WealthTrust Asset Management, LLC$167M AUM0.26%$441,5476.5KQ1 2026OLDER
Cypress Wealth Services, LLC$708M AUM0.26%$2M27.3KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.26%$364M8.56MQ3 2025OLDER
Advisory Resource Group$581M AUM0.26%$1M34.5KQ3 2025OLDER
Prepared Retirement Institute LLC$202M AUM0.26%$524,6787.7KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.26%$2M30.0KQ1 2026OLDER
Hiley Hunt Wealth Management$253M AUM0.26%$576,8819.0KQ4 2025OLDER
Chesley Taft & Associates LLC$2.6B AUM0.26%$7M101.3KQ4 2025OLDER
PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM0.26%$473,8467.0KQ1 2026OLDER
Innova Wealth Partners$211M AUM0.26%$540,6917.9KQ1 2026OLDER
Lantern Wealth Advisors, LLC$195M AUM0.26%$480,5737.5KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.25%$36M531.3KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.25%$837,78112.3KQ1 2026OLDER
Worth Asset Management, LLC$313M AUM0.25%$794,56514.9KQ2 2026
Pine Valley Investments Ltd Liability Co$2.2B AUM0.25%$6M81.1KQ2 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.25%$3M50.6KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.25%$561,91610.5KQ2 2026
Discipline Wealth Solutions, LLC$950M AUM0.25%$2M35.0KQ1 2026OLDER
Cedrus Wealth Group LLC$108M AUM0.25%$271,7244.2KQ1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.25%$572,3768.4KQ1 2026OLDER
Gemmer Asset Management LLC$1.3B AUM0.25%$3M45.8KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.25%$14M200.8KQ1 2026OLDER
Vantage Point Financial LLC$285M AUM0.25%$700,54710.3KQ1 2026OLDER
Genesis Financial Group, LLC$158M AUM0.24%$421,1146.5KQ4 2025OLDER
DDFG, Inc$464M AUM0.24%$1M16.6KQ1 2026OLDER
MBE Wealth Management, LLC$241M AUM0.24%$585,1868.6KQ1 2026OLDER
WNY Asset Management, LLC$967M AUM0.24%$2M34.3KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.24%$680,03710.0KQ1 2026OLDER
M3 Advisory Group, LLC$162M AUM0.24%$389,4885.7KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.24%$2M33.7KQ1 2026OLDER
Ellis Investment Partners, LLC$576M AUM0.24%$1M20.2KQ1 2026OLDER
Lakeridge Wealth Management LLC$233M AUM0.24%$555,6148.2KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.24%$963,98115.0KQ4 2025OLDER
Sankala Group LLC$122M AUM0.24%$288,8074.5KQ1 2026OLDER
Evanson Financial, LLC$2.0B AUM0.23%$5M89.7KQ2 2026
Columbus Macro, LLC$936M AUM0.23%$2M32.1KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.23%$854,20312.5KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.23%$2M27.5KQ1 2026OLDER
Stokes Family Office, LLC$969M AUM0.23%$2M32.8KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.23%$3M49.7KQ1 2026OLDER
Box Hill Private Wealth LLC$125M AUM0.23%$227,4033.5KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.23%$138M2.03MQ1 2026OLDER
SEAVIEW INVESTMENT MANAGERS LLC$277M AUM0.23%$636,6329.3KQ1 2026OLDER
BigSur Wealth Management LLC$356M AUM0.23%$817,68012.0KQ1 2026OLDER
Meadowbrook Advisors Group, LLC$168M AUM0.23%$383,2885.6KQ1 2026OLDER
SLT Holdings LLC$148M AUM0.23%$353,7305.5KQ4 2025OLDER
Bienville Capital Management, LLC$550M AUM0.23%$1M18.4KQ1 2026OLDER
Blue Water Asset Management$289M AUM0.23%$657,9609.7KQ1 2026OLDER
LeClair Wealth Partners LLC$289M AUM0.23%$657,9609.7KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.23%$8M142.7KQ2 2026
Integrated Advisors Network LLC$1.9B AUM0.22%$4M62.4KQ1 2026OLDER
KITCHING PARTNERS, LLC$109M AUM0.22%$242,2383.6KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.22%$606,9238.9KQ1 2026OLDER
WMG Financial Advisors, LLC$240M AUM0.22%$537,9078.3KQ4 2025OLDER
Keystone Wealth Services, LLC$468M AUM0.22%$1M23.9KQ3 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.22%$3M312.1KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.22%$136M2.00MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.22%$167M2.45MQ1 2026OLDER
Apeiron RIA LLC$431M AUM0.21%$927,59013.6KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.21%$2M32.6KQ1 2026OLDER
Comprehensive Financial Consultants Institutional, Inc.$337M AUM0.21%$718,80910.5KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.21%$7M97.8KQ1 2026OLDER
VVR Holdings LLC$194M AUM0.21%$412,9286.1KQ1 2026OLDER
CAP Partners, LLC$177M AUM0.21%$376,8145.5KQ1 2026OLDER
Prasad Wealth Partners, LLC$367M AUM0.21%$781,67511.5KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.21%$465,0566.8KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.21%$2M28.3KQ1 2026OLDER
Cannon Advisors, Inc.$135M AUM0.21%$282,7814.2KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.21%$11M209.7KQ2 2026
Andina Capital Management, LLC$113M AUM0.21%$346,7095.4KQ4 2025OLDER
FLC Capital Advisors$560M AUM0.21%$1M17.2KQ1 2026OLDER
Rubicon Advisors, GP$115M AUM0.21%$239,7173.5KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.21%$2M32.2KQ1 2026OLDER
Boyce & Associates Wealth Consulting, Inc.$132M AUM0.21%$273,5144.0KQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.21%$372,1125.5KQ1 2026OLDER
KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM0.21%$1M17.2KQ1 2026OLDER
Ironsides Asset Advisors, LLC$399M AUM0.21%$822,79112.1KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.21%$2M34.6KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.20%$17M246.7KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.20%$2M24.4KQ1 2026OLDER
Guardian Asset Advisors, LLC$171M AUM0.20%$347,7875.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.20%$1.4B19.83MQ1 2026OLDER
Schwallier Wealth Management LLC$137M AUM0.20%$275,8994.0KQ1 2026OLDER
All Terrain Financial Advisors, LLC$425M AUM0.20%$847,79812.4KQ1 2026OLDER
Beacon Capital Management, LLC$567M AUM0.20%$1M16.6KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.20%$496,0347.7KQ4 2025OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.20%$321,0764.7KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.20%$2M25.8KQ1 2026OLDER
Curran Financial Partners, LLC$559M AUM0.20%$1M16.3KQ1 2026OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.20%$1M21.9KQ4 2025OLDER
Rolek Wealth Management LLC$139M AUM0.20%$275,7604.0KQ1 2026OLDER
Commerce Advisors, LLC$119M AUM0.20%$234,7483.4KQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.20%$545,6658.0KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.20%$666,4099.8KQ1 2026OLDER
Pandora Wealth, Inc.$165M AUM0.20%$322,1005.0KQ4 2025OLDER
Global Assets Advisory, LLC$349M AUM0.20%$683,17410.6KQ4 2025OLDER
Alta Wealth Advisors LLC$308M AUM0.19%$600,1098.8KQ1 2026OLDER
POWER WEALTH MANAGEMENT LLC$269M AUM0.19%$523,4517.7KQ1 2026OLDER
Five Pine Wealth Management$161M AUM0.19%$313,1034.6KQ1 2026OLDER
Mission Financial Group, LLC$108M AUM0.19%$210,3993.1KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.19%$7M102.6KQ4 2025OLDER
ION Fund Management Ltd$707M AUM0.19%$1M20.1KQ1 2026OLDER
S&A Financial Services, Inc.$146M AUM0.19%$282,1004.1KQ2 2026
Lauer Wealth, LLC$126M AUM0.19%$242,8923.6KQ1 2026OLDER
Fearless Solutions, LLC dba Best Invest$166M AUM0.19%$319,9174.7KQ1 2026OLDER
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM0.19%$654,8949.6KQ1 2026OLDER
LexAurum Advisors, LLC$771M AUM0.19%$1M21.7KQ1 2026OLDER
SpringVest Wealth Management LLC$146M AUM0.19%$276,7174.1KQ1 2026OLDER
Westmount Partners, LLC$457M AUM0.19%$757,83711.8KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.19%$14M208.4KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.