SMFGSUMITOMO MITSUI FIN GRP INC
CUSIP 86562M209 · Yahoo Finance ↗ · Google Finance ↗
Sumitomo Mitsui Fin Grp Inc (SMFG) has 437 institutional holders in Filings Flow’s 13F database, together reporting 121.95M shares worth $2.4B as of Q1 2026. The largest reported holders are Morgan Stanley, FMR LLC, and Goldman Sachs Group Inc.
Institutional Holders
437
Q1 2026
Reported Value
$2.4B
Ticker
SMFG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| XY Capital Ltd$101M AUM | 3.44% | $3M | 175.6K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.33% | $17M | 717.0K | Q2 2026 |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 1.18% | $5M | 264.2K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.96% | $8M | 402.8K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.86% | $3M | 126.9K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.68% | $5M | 211.6K | Q2 2026 |
| Massar Capital Management, LP$934M AUM | 0.68% | $6M | 320.0K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.60% | $967,256 | 49.0K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.47% | $3M | 130.8K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.46% | $34M | 1.71M | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.46% | $75M | 3.78M | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.41% | $2M | 116.9K | Q4 2025OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.37% | $774,905 | 40.1K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.36% | $3M | 138.1K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.34% | $3M | 135.9K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.31% | $3M | 128.2K | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.31% | $25M | 1.27M | Q1 2026OLDER |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.30% | $2M | 100.0K | Q3 2025OLDER |
| Storgate, LLC$127M AUM | 0.27% | $339,246 | 17.2K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.26% | $684,219 | 34.6K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.25% | $2M | 119.9K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.24% | $8M | 404.9K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.24% | $3M | 130.3K | Q4 2025OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.22% | $274,683 | 13.9K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.22% | $535,131 | 27.1K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.21% | $970,246 | 41.1K | Q2 2026 |
| AdvisorShares Investments LLC$549M AUM | 0.21% | $1M | 58.7K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.21% | $6M | 294.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.21% | $625,976 | 31.7K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.20% | $527,839 | 26.7K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.20% | $533,606 | 27.0K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.20% | $11M | 568.9K | Q1 2026OLDER |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 0.19% | $329,094 | 16.7K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.17% | $481,999 | 24.4K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.17% | $942,821 | 48.8K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.17% | $2M | 73.3K | Q2 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.17% | $881,877 | 44.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.17% | $6M | 281.0K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.16% | $2M | 122.6K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.16% | $687,871 | 34.8K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.16% | $400,519 | 20.3K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.15% | $273,360 | 13.8K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.15% | $688,999 | 34.9K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.14% | $26M | 1.31M | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.14% | $725,457 | 36.7K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.14% | $9M | 474.7K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.13% | $205,633 | 10.6K | Q4 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.13% | $360,912 | 18.3K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.13% | $4M | 185.3K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.13% | $215,236 | 10.9K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.13% | $902,931 | 45.7K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.13% | $671,243 | 34.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.12% | $8M | 401.7K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.12% | $355,132 | 18.0K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.12% | $228,053 | 11.5K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.11% | $5M | 255.7K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.11% | $199,653 | 10.1K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.11% | $1M | 61.6K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.11% | $166,868 | 8.4K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.11% | $3M | 155.4K | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.10% | $2M | 91.5K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.10% | $5M | 235.6K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.10% | $513,195 | 21.8K | Q2 2026 |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.10% | $277,018 | 14.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.10% | $135,986 | 5.8K | Q2 2026 |
| EWA, LLC$441M AUM | 0.10% | $429,126 | 21.7K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.10% | $582,131 | 29.5K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.09% | $249,522 | 12.6K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.09% | $3M | 165.0K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.09% | $451,142 | 22.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.09% | $1M | 43.8K | Q2 2026 |
| Canopy Partners, LLC$291M AUM | 0.09% | $269,726 | 13.7K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.09% | $430,049 | 21.8K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.09% | $419,248 | 21.7K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $755,457 | 38.3K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.09% | $282,998 | 14.3K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.08% | $520,669 | 26.4K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.08% | $2M | 76.3K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.08% | $6M | 251.3K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.08% | $4M | 208.7K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.08% | $946,124 | 47.9K | Q1 2026OLDER |
| DJE Kapital AG$4.5B AUM | 0.07% | $3M | 100.5K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $571,328 | 28.9K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.07% | $249,502 | 12.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.07% | $15M | 740.6K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.07% | $247,369 | 12.5K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.07% | $7M | 345.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.07% | $3M | 146.6K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.07% | $405,171 | 20.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.07% | $2M | 113.6K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.07% | $2M | 110.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.07% | $4M | 224.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.07% | $657,754 | 33.3K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.07% | $485,320 | 22.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.07% | $991,825 | 50.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.07% | $1M | 58.0K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 0.06% | $243,165 | 14.5K | Q3 2025OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $256,375 | 13.0K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.06% | $265,519 | 13.4K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.06% | $237,474 | 12.0K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.06% | $339,246 | 17.2K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.06% | $366,683 | 18.6K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $390,587 | 19.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $35M | 1.75M | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.05% | $1M | 73.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.05% | $32M | 1.62M | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.05% | $4M | 209.6K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 76.0K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.05% | $5M | 230.4K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.05% | $599,805 | 25.4K | Q2 2026 |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.05% | $2M | 108.4K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.05% | $4M | 222.0K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.05% | $75,801 | 3.8K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.05% | $3M | 136.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $12M | 590.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.05% | $2M | 108.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.05% | $3M | 139.6K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.04% | $886,262 | 44.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 119.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.04% | $5M | 260.0K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.04% | $913,710 | 47.3K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 62.0K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.04% | $4M | 200.5K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $771,830 | 39.1K | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.04% | $9M | 457.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.04% | $1M | 42.4K | Q2 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.04% | $282,070 | 14.3K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.04% | $266,367 | 15.9K | Q3 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.04% | $7M | 446.2K | Q3 2025OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.04% | $233,473 | 13.9K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $2M | 76.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $7M | 366.5K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.03% | $279,964 | 14.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 76.6K | Q4 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $564,371 | 25.3K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.03% | $207,158 | 10.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $723,680 | 36.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $59M | 3.01M | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.03% | $216,258 | 10.9K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $487,904 | 24.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $1M | 58.2K | Q4 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.03% | $226,392 | 11.7K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.03% | $79,652 | 4.0K | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.03% | $121,779 | 6.3K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 77.0K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.03% | $3M | 136.3K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.03% | $204,215 | 10.3K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.03% | $30,257 | 1.5K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.03% | $39,500 | 2.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 88.2K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.03% | $137,796 | 7.0K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.03% | $222,780 | 11.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.02% | $293,263 | 14.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $416M | 21.54M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $211M | 10.71M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $524,817 | 26.6K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.02% | $6M | 290.7K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $427,825 | 21.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $1M | 59.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $562,728 | 28.5K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $1M | 52.9K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $63M | 3.20M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 111.5K | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.02% | $84,451 | 4.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $383,034 | 19.4K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.02% | $250,805 | 12.7K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.02% | $384,454 | 19.5K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $338,258 | 17.1K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $193,300 | 10.0K | Q4 2025OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.02% | $391,050 | 19.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 57.6K | Q2 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $644,796 | 30.3K | Q4 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.02% | $221,870 | 11.5K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $1M | 73.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $12M | 575.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $648,481 | 32.8K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.02% | $289,527 | 14.7K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $363,017 | 18.8K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 87.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 77.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $60,310 | 3.1K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 64.6K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $423,045 | 21.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 152.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 98.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.02% | $719,183 | 36.4K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $740,977 | 38.3K | Q4 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $753,719 | 38.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $122M | 6.19M | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.02% | $152,055 | 7.7K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $225,288 | 11.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $1M | 68.8K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.02% | $75,583 | 3.8K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $9M | 452.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $311,812 | 16.1K | Q4 2025OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.01% | $83,266 | 4.2K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.01% | $241,316 | 12.5K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $380,466 | 19.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $1M | 55.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $202,635 | 10.3K | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 145.5K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $8M | 412.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $9M | 474.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $248M | 12.57M | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $352,996 | 17.9K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.01% | $190,023 | 11.4K | Q3 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $4M | 185.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 57.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $61M | 3.09M | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $276,811 | 14.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $304,328 | 15.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $1M | 54.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $44,932 | 2.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $969,438 | 49.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $22,980 | 1.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $43M | 2.20M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $655,822 | 33.9K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $706,007 | 35.7K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $516,601 | 26.2K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $31,231 | 1.9K | Q3 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $205,519 | 10.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $21,291 | 1.1K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $523,318 | 22.2K | Q2 2026 |
| 71 West Capital Partners$2.3B AUM | 0.01% | $245,117 | 12.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 88.2K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $586,288 | 29.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $74,102 | 3.8K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $224,459 | 11.4K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $493,572 | 25.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 194.0K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $30,870 | 1.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $15M | 764.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $11M | 559.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $9M | 459.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 435.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 246.3K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $665,078 | 33.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $306,911 | 14.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $250,904 | 12.7K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $280,193 | 14.2K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.01% | $6M | 327.9K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.01% | $16,156 | 818 | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.01% | $9M | 437.2K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $23,562 | 1.2K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $11,574 | 586 | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $37,051 | 1.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $51M | 2.56M | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $43M | 2.16M | Q2 2026 |
| Binnacle Investments Inc$170M AUM | 0.01% | $13,510 | 807 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $838,206 | 40.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $9M | 431.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $6M | 324.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $17M | 845.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $99,402 | 5.0K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $480,103 | 24.3K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $592,938 | 30.0K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 111.2K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $21,883 | 928 | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $645,054 | 32.7K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $338,021 | 17.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $12M | 600.9K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $968,707 | 49.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 172.9K | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $26,703 | 1.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 284.9K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.01% | $12,798 | 648 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 273.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $332,078 | 16.0K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $9,836 | 498 | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $2M | 121.3K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $17M | 854.6K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $289,180 | 14.6K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $325,875 | 16.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $192,801 | 9.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $1M | 65.9K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $40,005 | 1.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $3M | 177.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $29,090 | 1.5K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $1M | 70.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 145.1K | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.00% | $2M | 76.1K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $648,196 | 32.8K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $937,288 | 56.0K | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $388,522 | 19.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $1M | 65.8K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $2M | 97.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $314,519 | 15.9K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $17,143 | 868 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $266,796 | 13.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $574,397 | 29.1K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $868,763 | 44.0K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $15,330 | 793 | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $382,719 | 19.4K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $6,592 | 341 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 193.1K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $7,381 | 313 | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $54,055 | 2.7K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 159.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $580,374 | 29.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $489,250 | 24.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $232,438 | 11.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $329,464 | 16.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $41,085 | 2.0K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $33,160 | 1.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 100.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $372,248 | 18.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $16,291 | 787 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $22M | 1.09M | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $12,166 | 616 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $25M | 1.26M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $294,963 | 14.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $585,001 | 29.6K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $12,206 | 618 | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $345,193 | 17.5K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $46,136 | 2.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 105.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $9,855 | 499 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $579,920 | 29.4K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $1M | 62.9K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 194.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $219,415 | 11.4K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $15M | 739.8K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $2,864 | 145 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36M | 1.85M | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $47,578 | 2.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $152M | 7.68M | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $320,819 | 16.2K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $27,264 | 1.1K | Q2 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $359,725 | 18.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 468.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 402.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 111.0K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $434,444 | 22.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 204.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $13,964 | 707 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $10,527 | 533 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $11,178 | 566 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $78,594 | 4.7K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 97.6K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $5,036 | 255 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $3M | 142.4K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 0.00% | $642,814 | 32.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $443,093 | 22.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $26,761 | 1.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $38,408 | 1.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $651,903 | 33.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $21,844 | 1.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $244,923 | 12.7K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 114.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 228.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $12M | 623.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 635.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $494,472 | 25.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $374,204 | 18.9K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $4,464 | 226 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $15,919 | 806 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $14,852 | 752 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $689,325 | 34.9K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 65.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $6,774 | 343 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 58.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $816,096 | 39.9K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $555,191 | 28.1K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $1M | 57.1K | Q4 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $14,813 | 750 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $98,079 | 5.0K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $14,378 | 728 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $7,051 | 357 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $328,502 | 16.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $29,058 | 1.4K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $4,938 | 250 | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $6,261 | 317 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $1,560 | 79 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $237,190 | 12.0K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $7,762 | 393 | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $562,994 | 28.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $906,361 | 45.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $311,678 | 18.6K | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $7,584 | 384 | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $2,678 | 160 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $17M | 918.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $23,977 | 1.2K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $2,509 | 127 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 235.3K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $1M | 57.7K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $623,953 | 31.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $181,126 | 9.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $31,659 | 1.6K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $48,289 | 2.4K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $18,190 | 921 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 104.0K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $6,656 | 337 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 111.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $201,164 | 12.0K | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $11,817 | 598 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $10,517 | 446 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 253.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $25,168 | 1.3K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $318,077 | 19.0K | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $2,054 | 104 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $12,719 | 644 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $11,946 | 618 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $6,459 | 327 | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $1,165 | 59 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 108.0K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $1,817 | 94 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $32,114 | 1.6K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $6,244 | 323 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 66.3K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $1,580 | 67 | Q2 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $2,469 | 125 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $151,918 | 7.7K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $372,449 | 18.9K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $113,563 | 5.8K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $4,819 | 244 | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $220,768 | 13.2K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $4,444 | 225 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $528,212 | 27.3K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $42,193 | 2.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 134.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $362,860 | 18.4K | Q1 2026OLDER |
| Ninepoint Partners LP$904M AUM | 0.00% | $4,562 | 236 | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $23,404 | 1.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,291 | 116 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $535,662 | 28.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 82.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $6,142 | 311 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $370,016 | 18.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $67,092 | 3.4K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $60,891 | 3.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $237,382 | 12.0K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $3,199 | 162 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $3,180 | 161 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $3,448 | 206 | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $3,655 | 185 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $799,501 | 40.5K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $26,149 | 1.3K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $171,735 | 8.9K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $3,239 | 164 | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $3,130 | 187 | Q3 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,982 | 151 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $3,141 | 159 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $2,469 | 125 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $7,446 | 377 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $3,872 | 164 | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,271 | 115 | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.00% | $336 | 17 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $415 | 21 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $889 | 45 | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $448 | 19 | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $237,000 | 12.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,590 | 95 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $83,799 | 4.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,817 | 92 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $3,990 | 202 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,146 | 58 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $1,462 | 74 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $158 | 8 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $4,659 | 241 | Q4 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $943 | 40 | Q2 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $928 | 47 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $6,410 | 337 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,759 | 117 | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $1,658 | 99 | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $820 | 42 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $1,797 | 91 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $1,679 | 85 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $18,967 | 960 | Q2 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $375 | 19 | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $653 | 39 | Q3 2025OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $177 | 11 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,344 | 68 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $5,353 | 271 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $9,638 | 488 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $638 | 33 | Q4 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $1,718 | 87 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $269,489 | 13.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $1,442 | 73 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,264 | 64 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $40,903 | 2.1K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $632 | 32 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $218 | 11 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $7,861 | 398 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $79,711 | 4.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $275,592 | 14.0K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $40 | 2 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $217 | 11 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $5,685 | 288 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $831 | 43 | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $9 | 0 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $9 | 0 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $20 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3 | 223 | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $124 | 6 | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $50 | 3 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.