SOXLDIREXION SHARES ETF TRUST
CUSIP 25459W458 · Yahoo Finance ↗ · Google Finance ↗
Direxion Shares Etf Trust (SOXL) has 129 institutional holders in Filings Flow’s 13F database, together reporting 11.14M shares worth $531M as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Jane Street Group, LLC, and Citadel Advisors LLC.
Institutional Holders
129
Q1 2026
Reported Value
$531M
Ticker
SOXL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TORNO CAPITAL, LLC$725M AUM | 7.00% | $51M | 1.06M | Q1 2026 |
| Westwood Wealth Management$255M AUM | 4.24% | $11M | 225.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 2.96% | $114M | 2.38M | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 2.05% | $35M | 849.1K | Q1 2026 |
| APEIRON CAPITAL Ltd$107M AUM | 1.99% | $4M | 120.0K | Q3 2025OLDER |
| THAMES CAPITAL MANAGEMENT LLC$558M AUM | 1.96% | $11M | 228.0K | Q1 2026 |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 1.46% | $3M | 58.1K | Q1 2026 |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 1.18% | $23M | 903.1K | Q2 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 1.15% | $33M | 680.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.94% | $8M | 168.6K | Q1 2026 |
| NRI Wealth Management LC$187M AUM | 0.74% | $1M | 39.7K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.73% | $27M | 558.4K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.63% | $48M | 991.8K | Q1 2026 |
| Dedeker Financial LLC$115M AUM | 0.43% | $495,292 | 10.3K | Q1 2026 |
| BLVD Private Wealth, LLC$115M AUM | 0.41% | $472,201 | 9.9K | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 0.40% | $723,534 | 15.1K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.40% | $6M | 51.6K | Q1 2026 |
| WJ Financial Advisors LLC$124M AUM | 0.32% | $397,653 | 8.3K | Q1 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.30% | $819,391 | 15.3K | Q1 2026 |
| Kaizen Financial Strategies$236M AUM | 0.30% | $703,425 | 8.0K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.27% | $4M | 88.5K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 0.26% | $696,800 | 20.0K | Q3 2025OLDER |
| Serenity Investment Advisors$214M AUM | 0.22% | $462,272 | 2.4K | Q1 2026 |
| HAP Trading, LLC$1.1B AUM | 0.21% | $2M | 385.5K | Q2 2025OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.20% | $664,751 | 13.9K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.19% | $448,102 | 9.4K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.19% | $322,790 | 7.7K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.18% | $1.6B | 33.23M | Q1 2026 |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.17% | $426,605 | 10.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.16% | $1.3B | 26.60M | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.16% | $446,300 | 12.8K | Q3 2025OLDER |
| SLT Holdings LLC$148M AUM | 0.15% | $239,571 | 5.7K | Q4 2025OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.15% | $243,463 | 7.0K | Q4 2025OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.14% | $2M | 225.8K | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.11% | $867,229 | 34.5K | Q2 2025OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.11% | $694,312 | 14.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.10% | $615M | 12.83M | Q1 2026 |
| Covestor Ltd$144M AUM | 0.08% | $117,000 | 2.4K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.08% | $80M | 3.19M | Q2 2025OLDER |
| GR FINANCIAL GROUP, LLC$301M AUM | 0.08% | $355,636 | 8.5K | Q4 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.08% | $278,533 | 6.6K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.07% | $4M | 93.8K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.07% | $1M | 26.4K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.06% | $791,130 | 16.5K | Q1 2026 |
| Morse Asset Management, Inc$481M AUM | 0.06% | $277,638 | 5.8K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.05% | $509,143 | 10.6K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 0.05% | $225,490 | 5.4K | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.05% | $431,909 | 9.0K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 55.5K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $912,650 | 21.7K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.04% | $2M | 37.0K | Q4 2025OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.04% | $3M | 66.9K | Q1 2026 |
| HOEY INVESTMENTS, INC$693M AUM | 0.04% | $290,512 | 6.9K | Q4 2025OLDER |
| Abound Wealth Management$504M AUM | 0.04% | $135,594 | 5.4K | Q2 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $554,531 | 11.6K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $532,376 | 11.1K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.04% | $263,334 | 5.5K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.03% | $220,359 | 5.2K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $952,422 | 19.9K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.03% | $1M | 22.8K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.03% | $52M | 1.24M | Q4 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $211,828 | 8.4K | Q2 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.03% | $245,682 | 5.1K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.03% | $383,281 | 8.0K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.02% | $14M | 337.5K | Q4 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.02% | $241,880 | 5.5K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 61.9K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $708,000 | 16.9K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $889,335 | 4.4K | Q3 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.02% | $9M | 179.6K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.02% | $13M | 268.5K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $349,743 | 7.3K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $287,460 | 6.0K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.02% | $204,155 | 4.3K | Q1 2026 |
| 1248 Management, LLC$216M AUM | 0.02% | $33,624 | 800 | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.02% | $45,292 | 1.3K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $762,640 | 15.9K | Q1 2026 |
| St. Johns Investment Management Company, LLC$238M AUM | 0.02% | $38,328 | 800 | Q1 2026 |
| Forum Finance Group S.A.$184M AUM | 0.02% | $29,000 | 651 | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $378,433 | 15.1K | Q2 2025OLDER |
| VESTOR CAPITAL, LLC$1.4B AUM | 0.01% | $207,000 | 4.3K | Q1 2026 |
| BURNEY CO/$3.2B AUM | 0.01% | $461,996 | 9.6K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $278,206 | 8.0K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $735,215 | 29.3K | Q2 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $339,969 | 7.1K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $259,368 | 6.2K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $239,536 | 6.9K | Q3 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $326,430 | 13.0K | Q2 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $36,524 | 869 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $550,925 | 11.5K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $112,589 | 2.4K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $548,492 | 13.1K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $286,838 | 6.0K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $35,809 | 852 | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $273,055 | 10.8K | Q2 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $353,950 | 14.1K | Q2 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 90.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $892,808 | 18.6K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $32,646 | 937 | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $641,887 | 13.4K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.01% | $18M | 383.8K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $292,712 | 2.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $202,136 | 4.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $867,043 | 18.1K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $274,716 | 5.7K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.01% | $9,103 | 190 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.01% | $85,321 | 2.0K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $337,627 | 8.0K | Q4 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $496,587 | 10.4K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $457,894 | 13.1K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 79.4K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.01% | $2M | 50.0K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $8,115 | 169 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $140,125 | 2.9K | Q1 2026 |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.00% | $543,539 | 15.6K | Q3 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $4M | 83.0K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $14M | 281.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $387,142 | 11.1K | Q3 2025OLDER |
| FNY Investment Advisers, LLC$278M AUM | 0.00% | $16,000 | 393 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 79.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $436,112 | 8.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $209,750 | 4.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $315,684 | 6.6K | Q1 2026 |
| PIN OAK INVESTMENT ADVISORS INC$141M AUM | 0.00% | $5,000 | 100 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $43,291 | 1.0K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $45,754 | 955 | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $246,737 | 5.2K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.00% | $7,839 | 225 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 75.2K | Q3 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $395,305 | 8.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $101,141 | 2.9K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 30.8K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $626,657 | 13.1K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $47,910 | 1.0K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $3,504 | 73 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 241.6K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 30.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 24.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $101,090 | 2.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 28.8K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $410,967 | 9.3K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $275,351 | 6.6K | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $318,897 | 12.7K | Q2 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $7,809 | 163 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $26,985 | 563 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $33,154 | 692 | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $339,969 | 7.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 210.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $299,399 | 7.1K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $504,444 | 10.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $239,550 | 5.0K | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $2,811 | 59 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $291,000 | 6.1K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $18,833 | 750 | Q2 2025OLDER |
| Westend Capital Management, LLC$333M AUM | 0.00% | $2,159 | 86 | Q2 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $322,046 | 12.8K | Q2 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $7,491 | 215 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,582 | 200 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $790,368 | 16.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 203.2K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $240,013 | 4.5K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $863 | 18 | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $2,018 | 48 | Q4 2025OLDER |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $328,000 | 6.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $212,765 | 6.2K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $1,010 | 37 | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $2,009 | 80 | Q2 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $7,330 | 153 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9,390 | 196 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $383,280 | 8.0K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $2,251 | 47 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $345,431 | 7.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $30,049 | 627 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $7,187 | 150 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $444,472 | 17.7K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $253,923 | 5.3K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $58,927 | 1.3K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 33.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $27,117 | 566 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $219,763 | 4.6K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $130,507 | 2.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $23,955 | 500 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $22,724 | 474 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $4,024 | 84 | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $10,780 | 225 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,738 | 245 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $163,034 | 3.9K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,056 | 30 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,765 | 42 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $25,110 | 1.0K | Q2 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $421 | 10 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $12,792 | 267 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,448 | 42 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $10,301 | 215 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,102 | 50 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2,157 | 45 | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $26 | 1 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,797 | 60 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9,000 | 552 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $13 | 0 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4,820 | 101 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $58 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.