SOXXISHARES TR
CUSIP 464287523 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (SOXX) has 924 institutional holders in Filings Flow’s 13F database, together reporting 33.32M shares worth $10.5B as of Q1 2026. The largest reported holders are Bnp Paribas Financial Markets, Goldman Sachs Group Inc, and Bank Of America Corp /De/.
Institutional Holders
924
Q1 2026
Reported Value
$10.5B
Ticker
SOXX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Finepoint Capital LP$2.0B AUM | 24.74% | $483M | 1.47M | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 14.21% | $18M | 54.3K | Q1 2026OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 9.17% | $14M | 43.3K | Q1 2026OLDER |
| Geremia Financial Services, LLC$123M AUM | 8.82% | $11M | 33.0K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 7.65% | $28M | 84.6K | Q1 2026OLDER |
| Gemsstock Ltd.$949M AUM | 6.83% | $54M | 10.6K | Q4 2025OLDER |
| Goldstream Capital Management Ltd$120M AUM | 6.30% | $8M | 23.1K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 6.23% | $9M | 26.9K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 6.03% | $15M | 46.0K | Q1 2026OLDER |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 5.75% | $168M | 512.5K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 4.37% | $10M | 15.0K | Q2 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 4.25% | $16M | 50.0K | Q1 2026OLDER |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 4.22% | $14M | 42.0K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 4.06% | $15M | 23.2K | Q2 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 3.74% | $50M | 151.8K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 3.49% | $20M | 59.9K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 3.40% | $6M | 9.5K | Q2 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 3.26% | $6M | 16.8K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 3.21% | $99M | 301.4K | Q1 2026OLDER |
| Gimbal Financial$167M AUM | 3.12% | $5M | 19.2K | Q3 2025OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 3.07% | $10M | 31.1K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 3.04% | $9M | 27.9K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 3.02% | $6M | 18.7K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 2.86% | $8M | 24.9K | Q1 2026OLDER |
| Gray Foundation$397M AUM | 2.85% | $11M | 34.4K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 2.83% | $8M | 23.1K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 2.70% | $4M | 8.7K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 2.69% | $3M | 11.0K | Q4 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 2.65% | $3M | 9.9K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 2.51% | $16M | 25.7K | Q2 2026 |
| Concord Investment Counsel Inc.$297M AUM | 2.43% | $7M | 22.0K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 2.43% | $6M | 9.0K | Q2 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 2.35% | $2M | 19.2K | Q4 2025OLDER |
| Integrated Capital Management, LLC$237M AUM | 2.24% | $5M | 16.1K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 2.21% | $5M | 15.8K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 2.15% | $2M | 6.8K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 2.11% | $22M | 67.4K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.09% | $39M | 117.4K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 2.05% | $52M | 159.0K | Q1 2026OLDER |
| 111 Capital$406M AUM | 2.02% | $8M | 24.9K | Q1 2026OLDER |
| Maniro Ltd$330M AUM | 1.97% | $6M | 19.7K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 1.94% | $5M | 15.3K | Q1 2026OLDER |
| Mirabaud & Cie SA$249M AUM | 1.93% | $5M | 7.5K | Q2 2026 |
| Financial Partners Group, Inc$836M AUM | 1.91% | $16M | 48.5K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 1.84% | $48M | 145.4K | Q1 2026OLDER |
| Dedeker Financial LLC$115M AUM | 1.84% | $2M | 6.4K | Q1 2026OLDER |
| Oribel Capital Management, LP$2.3B AUM | 1.83% | $40M | 132.9K | Q4 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.76% | $13M | 39.1K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 1.73% | $5M | 7.7K | Q2 2026 |
| Truxt Investmentos Ltda.$156M AUM | 1.72% | $3M | 8.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.69% | $137M | 416.2K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 1.69% | $9M | 13.9K | Q2 2026 |
| Sharper & Granite LLC$293M AUM | 1.68% | $5M | 14.9K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 1.66% | $2M | 5.3K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 1.66% | $101M | 306.8K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 1.64% | $5M | 13.8K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 1.60% | $15M | 46.4K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 1.57% | $2M | 6.9K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 1.54% | $19M | 58.9K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.54% | $5M | 15.6K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.54% | $4M | 13.3K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 1.53% | $2M | 6.8K | Q2 2026 |
| Tudor Financial Inc.$196M AUM | 1.47% | $3M | 8.8K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 1.44% | $2M | 5.5K | Q2 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.40% | $44M | 133.9K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.39% | $13M | 38.6K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 1.38% | $68M | 206.9K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 1.32% | $6M | 18.3K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 1.30% | $1M | 4.1K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.29% | $2M | 7.5K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 1.29% | $7M | 11.0K | Q2 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.27% | $4M | 11.2K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 1.25% | $76M | 232.6K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 1.24% | $5M | 16.4K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.21% | $15M | 46.2K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 1.21% | $4M | 12.3K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 1.19% | $44M | 134.6K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 1.16% | $6M | 18.3K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 1.14% | $2M | 4.6K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 1.14% | $8M | 23.0K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 1.12% | $5M | 13.8K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 1.11% | $2M | 6.5K | Q4 2025OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.09% | $2M | 7.6K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 1.07% | $1M | 4.4K | Q1 2026OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 1.06% | $2M | 5.5K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 1.05% | $4M | 10.9K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 1.04% | $7M | 21.5K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 1.03% | $2M | 6.5K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 1.01% | $2M | 5.0K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 1.00% | $13M | 39.2K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 1.00% | $1M | 4.4K | Q4 2025OLDER |
| Grandview Asset Management LLC$342M AUM | 0.98% | $3M | 10.0K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.96% | $2M | 5.2K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.96% | $3M | 8.1K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.95% | $27M | 82.4K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.91% | $5M | 16.3K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.88% | $11M | 33.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.87% | $2M | 7.2K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.85% | $5M | 16.3K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.85% | $59M | 178.6K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.85% | $2M | 3.3K | Q2 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.82% | $10M | 29.0K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.82% | $5M | 15.3K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.82% | $864,064 | 1.6K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.81% | $3M | 10.1K | Q1 2026OLDER |
| DCF Advisers, LLC$375M AUM | 0.81% | $3M | 10.0K | Q4 2025OLDER |
| 10Elms LLP$159M AUM | 0.81% | $1M | 3.9K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 0.78% | $1M | 4.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.78% | $1M | 4.5K | Q4 2025OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.78% | $2M | 5.2K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.76% | $1M | 3.0K | Q1 2026OLDER |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.75% | $15M | 44.2K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.75% | $3M | 8.0K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.75% | $4M | 14.3K | Q3 2025OLDER |
| Concentrum Wealth Management$339M AUM | 0.74% | $3M | 7.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.72% | $1.5B | 1.88M | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.69% | $2M | 6.7K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.67% | $2M | 5.7K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.66% | $2M | 3.7K | Q2 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.66% | $3M | 4.0K | Q2 2026 |
| Capital Developers, LLC$111M AUM | 0.66% | $728,968 | 2.2K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.64% | $712,535 | 2.2K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.64% | $2M | 2.7K | Q2 2026 |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.62% | $844,387 | 2.6K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 0.62% | $1M | 3.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.62% | $33M | 51.6K | Q2 2026 |
| Berbice Capital Management LLC$153M AUM | 0.60% | $920,248 | 2.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.60% | $713,278 | 2.2K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.59% | $2M | 5.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.59% | $67M | 222.8K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.58% | $1M | 3.3K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.57% | $2M | 4.7K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.57% | $19M | 28.9K | Q2 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.56% | $3M | 10.2K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.56% | $1M | 3.5K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.56% | $1M | 3.3K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.55% | $881,913 | 1.4K | Q2 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.55% | $9M | 30.2K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.54% | $8M | 11.9K | Q2 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.54% | $11M | 32.7K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.54% | $1M | 4.1K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.53% | $2M | 5.5K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.53% | $591,588 | 1.8K | Q1 2026OLDER |
| Merrion Investment Management Co, LLC$211M AUM | 0.53% | $1M | 1.8K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.52% | $8,508 | 28.3K | Q4 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.51% | $9M | 27.9K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.50% | $1M | 3.2K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.50% | $2M | 7.4K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.49% | $280M | 851.2K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 0.49% | $601,397 | 2.0K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.48% | $6M | 17.7K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 0.48% | $965,932 | 2.9K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.47% | $4M | 11.9K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.46% | $1M | 3.1K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.46% | $789,710 | 2.3K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.46% | $702,516 | 2.1K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.46% | $697,695 | 2.1K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.45% | $996,371 | 3.0K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.44% | $1M | 5.3K | Q3 2025OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.44% | $6M | 19.0K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.44% | $5M | 19.2K | Q3 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.43% | $1M | 4.1K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.43% | $998,755 | 3.0K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.43% | $2M | 2.9K | Q2 2026 |
| LOM Asset Management Ltd$348M AUM | 0.43% | $1M | 4.5K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.42% | $2M | 5.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.42% | $8M | 24.9K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.42% | $5M | 14.2K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.42% | $7M | 20.8K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 0.41% | $422,243 | 1.3K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.41% | $537,688 | 1.6K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.40% | $2M | 5.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.40% | $30M | 91.4K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.40% | $1M | 3.0K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.40% | $2M | 4.8K | Q1 2026OLDER |
| Welch Financial Planning, LLC$139M AUM | 0.40% | $552,149 | 1.7K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.39% | $660,374 | 2.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.39% | $13M | 20.3K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.39% | $14M | 21.6K | Q2 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.39% | $12M | 35.9K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.39% | $439,418 | 1.3K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.39% | $2M | 4.7K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.38% | $2M | 4.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.38% | $32M | 97.5K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 0.38% | $543,172 | 1.7K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.38% | $29M | 89.0K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.38% | $4M | 11.3K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.37% | $547,821 | 1.7K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.37% | $5M | 14.0K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.36% | $1M | 4.5K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.36% | $3M | 7.8K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.36% | $473,600 | 1.4K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.36% | $1M | 1.7K | Q2 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.35% | $14M | 21.4K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.35% | $7M | 22.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.35% | $8M | 12.7K | Q2 2026 |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.35% | $1M | 3.8K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 0.34% | $599,147 | 0 | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.34% | $639,861 | 999 | Q2 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.33% | $6M | 17.5K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.33% | $8M | 26.3K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.33% | $9M | 28.7K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.33% | $356,909 | 1.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.32% | $3M | 4.6K | Q2 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.31% | $194M | 590.0K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.31% | $2M | 7.4K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.30% | $808,729 | 2.5K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.30% | $928,136 | 2.8K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.30% | $4M | 12.5K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.30% | $371,641 | 580 | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.29% | $37M | 112.5K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.29% | $541,347 | 2.3K | Q3 2025OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.29% | $951,940 | 2.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.29% | $22M | 66.2K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 0.29% | $541,310 | 1.6K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.29% | $1M | 3.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.28% | $23M | 71.1K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.28% | $664,472 | 1.0K | Q2 2026 |
| RDA Financial Network$459M AUM | 0.27% | $1M | 2.0K | Q2 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.27% | $39M | 121.4K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.27% | $5M | 13.8K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 0.27% | $2M | 6.0K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.27% | $657,320 | 2.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.27% | $2M | 7.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.26% | $1M | 4.2K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.26% | $895,654 | 1.4K | Q2 2026 |
| GSG Advisors LLC$385M AUM | 0.26% | $985,907 | 3.0K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.25% | $254,383 | 774 | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.25% | $531,708 | 1.6K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.25% | $383,875 | 1.2K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.25% | $4M | 13.5K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 0.25% | $490,284 | 1.5K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.25% | $3M | 8.9K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.24% | $3M | 5.3K | Q2 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.24% | $4M | 11.5K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.24% | $1M | 3.3K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.24% | $281,663 | 440 | Q2 2026 |
| Dale Q Rice Investment Management Ltd$132M AUM | 0.24% | $315,185 | 959 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.24% | $134M | 407.2K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 0.23% | $407,256 | 1.2K | Q1 2026OLDER |
| GERBER, LLC$179M AUM | 0.23% | $416,340 | 1.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.23% | $4M | 12.8K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.23% | $419,697 | 1.3K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 0.23% | $360,686 | 1.3K | Q3 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.22% | $2M | 7.3K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.22% | $274,139 | 834 | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 0.22% | $482,492 | 753 | Q2 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.22% | $382,229 | 1.2K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.22% | $385,803 | 1.2K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 0.22% | $233,981 | 365 | Q2 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.22% | $5M | 14.0K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.22% | $749,345 | 2.3K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.22% | $1M | 3.8K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.22% | $1M | 5.3K | Q3 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.21% | $949,433 | 2.9K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 0.21% | $369,742 | 1.1K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.21% | $719,108 | 2.2K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.21% | $1M | 3.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.21% | $13M | 39.2K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.21% | $246,495 | 750 | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.21% | $3M | 10.0K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.21% | $262,620 | 799 | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.20% | $8M | 23.4K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.20% | $1M | 3.8K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.20% | $701,677 | 2.1K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.20% | $90M | 273.0K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.20% | $5M | 15.9K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.20% | $14M | 46.6K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.20% | $683,284 | 2.1K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.20% | $694,871 | 2.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.19% | $3M | 10.3K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.19% | $439,747 | 1.3K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.19% | $740,142 | 2.3K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.19% | $297,953 | 465 | Q2 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.19% | $360,119 | 1.2K | Q4 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.19% | $5M | 15.3K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.19% | $594,316 | 1.8K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.19% | $345,093 | 1.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.19% | $5M | 15.3K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.19% | $2M | 5.1K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.18% | $544,261 | 1.7K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.18% | $1M | 3.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.18% | $10M | 31.9K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.18% | $493,332 | 1.5K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.18% | $1M | 4.4K | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 0.18% | $226,386 | 689 | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.18% | $390,223 | 609 | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.18% | $2M | 5.0K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.18% | $1M | 3.1K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.18% | $343,450 | 1.0K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.18% | $231,234 | 704 | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.17% | $6M | 8.8K | Q2 2026 |
| Sheets Smith Investment Management$154M AUM | 0.17% | $267,867 | 988 | Q3 2025OLDER |
| LWM ADVISORS INC$134M AUM | 0.17% | $231,064 | 361 | Q2 2026 |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 0.17% | $102M | 310.7K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.17% | $710,326 | 2.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.17% | $335,562 | 1.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.17% | $3M | 4.1K | Q2 2026 |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.17% | $506,465 | 1.5K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.17% | $705,435 | 2.1K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.17% | $2M | 2.4K | Q2 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.17% | $296,672 | 463 | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.17% | $4M | 10.8K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.17% | $2M | 5.2K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.16% | $374,872 | 1.6K | Q2 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.16% | $1M | 3.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.16% | $3M | 7.7K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.16% | $532,754 | 1.6K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.16% | $568,910 | 1.7K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.16% | $206,364 | 322 | Q2 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.16% | $27M | 80.9K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.16% | $478,893 | 2.5K | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 0.15% | $257,670 | 784 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.15% | $7M | 22.5K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.15% | $327,869 | 998 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.15% | $55M | 168.2K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.15% | $368,099 | 1.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.15% | $2M | 6.7K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.15% | $485,425 | 1.5K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.15% | $237,531 | 723 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.15% | $977,132 | 3.0K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.15% | $189,093 | 295 | Q2 2026 |
| Sargent Investment Group, LLC$759M AUM | 0.15% | $1M | 3.5K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.15% | $5M | 11.3K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.15% | $275,187 | 1.0K | Q4 2025OLDER |
| Three Cord True Wealth Management, LLC$180M AUM | 0.15% | $261,301 | 795 | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.14% | $2M | 4.6K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.14% | $343,509 | 1.0K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.14% | $583,382 | 1.8K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.14% | $335,767 | 524 | Q2 2026 |
| GoalVest Advisory LLC$539M AUM | 0.14% | $767,630 | 1.2K | Q2 2026 |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.14% | $301,124 | 916 | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.14% | $931,903 | 3.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.14% | $3M | 7.7K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.14% | $3M | 9.6K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.14% | $876,815 | 2.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.14% | $7M | 11.5K | Q2 2026 |
| Olistico Wealth, LLC$234M AUM | 0.14% | $321,021 | 501 | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.14% | $3M | 7.6K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.14% | $455,523 | 1.4K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.14% | $436,997 | 682 | Q2 2026 |
| Independence Bank of Kentucky$789M AUM | 0.13% | $1M | 3.2K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.13% | $239,936 | 730 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.13% | $6M | 17.6K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.13% | $763,145 | 1.2K | Q2 2026 |
| Colonial River Investments, LLC$279M AUM | 0.13% | $360,837 | 1.3K | Q3 2025OLDER |
| Rinkey Investments$391M AUM | 0.13% | $516,325 | 1.6K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.13% | $1M | 3.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.13% | $5M | 9.5K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.13% | $609,141 | 1.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.13% | $7M | 16.1K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.13% | $210,671 | 641 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.13% | $1.1B | 3.41M | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.13% | $10M | 31.4K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.13% | $366,489 | 1.1K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.13% | $459,385 | 1.2K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.13% | $510,485 | 1.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.13% | $86M | 261.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.13% | $2M | 5.8K | Q2 2026 |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.13% | $311,180 | 947 | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.12% | $356,284 | 1.1K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.12% | $3M | 10.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.12% | $5M | 7.1K | Q2 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.12% | $363,089 | 1.1K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.12% | $419,393 | 1.3K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.12% | $5M | 14.3K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.12% | $632,508 | 1.9K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.12% | $405,803 | 1.0K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.12% | $323,073 | 983 | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.12% | $3M | 9.3K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.12% | $15M | 50.0K | Q4 2025OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.12% | $261,285 | 795 | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.12% | $4M | 13.0K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.12% | $839,402 | 2.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.12% | $904M | 2.75M | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.12% | $837,801 | 2.5K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.11% | $224,578 | 683 | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.11% | $7M | 20.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.11% | $2M | 7.3K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.11% | $507,822 | 1.5K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.11% | $718,784 | 2.2K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.11% | $986,639 | 3.0K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.11% | $212,598 | 647 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.11% | $17M | 53.6K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.11% | $140M | 425.2K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.11% | $2M | 5.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.11% | $76M | 230.8K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.11% | $237,621 | 723 | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.11% | $177,476 | 540 | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.10% | $394,064 | 1.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.10% | $836,747 | 2.5K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.10% | $481,840 | 1.6K | Q4 2025OLDER |
| Kelly Financial Services LLC$467M AUM | 0.10% | $484,482 | 756 | Q2 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 0.10% | $205,083 | 624 | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.10% | $256,683 | 781 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.10% | $4M | 15.0K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.10% | $895M | 2.72M | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.10% | $348,896 | 1.1K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.10% | $348,896 | 1.1K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.10% | $2M | 7.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.10% | $9M | 28.1K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.10% | $2M | 4.9K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.10% | $490,361 | 1.5K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.10% | $274,431 | 835 | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.10% | $278,427 | 847 | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 0.10% | $238,608 | 726 | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.10% | $566,507 | 1.7K | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.10% | $1M | 4.0K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.10% | $288,342 | 450 | Q2 2026 |
| TAGStone Capital, Inc.$283M AUM | 0.10% | $269,501 | 820 | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.09% | $3M | 10.6K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.09% | $833,462 | 1.3K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.09% | $354M | 1.08M | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.09% | $1M | 3.9K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.09% | $713,000 | 2.4K | Q4 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.09% | $33M | 101.3K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.09% | $512,974 | 1.6K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.09% | $759,676 | 2.0K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.09% | $216,157 | 718 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.09% | $99M | 327.1K | Q4 2025OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.09% | $879,274 | 1.4K | Q2 2026 |
| COMMERCE BANK$20.7B AUM | 0.09% | $18M | 55.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $388,941 | 607 | Q2 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.09% | $771,481 | 2.3K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.09% | $178,473 | 543 | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.08% | $1M | 3.5K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.08% | $373,686 | 1.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.08% | $597,175 | 1.8K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.08% | $207,919 | 606 | Q4 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.08% | $727,086 | 2.2K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.08% | $486,745 | 1.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.08% | $1M | 4.5K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.08% | $333,473 | 520 | Q2 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.08% | $259,863 | 1.3K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.08% | $1M | 3.4K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.08% | $1M | 3.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.08% | $186M | 566.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.08% | $437,422 | 1.3K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.08% | $382,232 | 1.2K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.08% | $352,970 | 1.1K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.08% | $239,636 | 729 | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.08% | $211,474 | 780 | Q3 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.08% | $1M | 3.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.07% | $5M | 16.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.07% | $1.0B | 3.12M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 9.0K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.07% | $328,660 | 1.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.07% | $2M | 5.8K | Q2 2026 |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.07% | $282,393 | 859 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 14.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.07% | $949,167 | 2.9K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.07% | $569,568 | 1.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.07% | $3M | 8.2K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.07% | $311,898 | 1.0K | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.07% | $122,590 | 373 | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.07% | $830,425 | 1.3K | Q2 2026 |
| Parker Investment Management, LLC$659M AUM | 0.07% | $463,082 | 1.4K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.07% | $358,897 | 1.1K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.07% | $147,897 | 450 | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.07% | $585,343 | 1.8K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.07% | $359,883 | 1.1K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.07% | $301,447 | 917 | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.07% | $323,465 | 710 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.07% | $1M | 4.5K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.07% | $26M | 79.8K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.07% | $13M | 39.0K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.07% | $272,130 | 828 | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.07% | $343,121 | 1.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $456,786 | 1.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.07% | $3M | 9.3K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.07% | $65,732 | 200 | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.07% | $659,136 | 2.0K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.06% | $22M | 64.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.06% | $106M | 322.5K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.06% | $410,642 | 1.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $60M | 181.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.06% | $1M | 4.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $16M | 50.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.06% | $691,829 | 2.1K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.06% | $1M | 3.6K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.06% | $233,020 | 709 | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.06% | $479,844 | 1.5K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.06% | $549,434 | 1.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $12M | 36.3K | Q1 2026OLDER |
| Oasis Management Co Ltd.$1.7B AUM | 0.06% | $933,565 | 3.1K | Q4 2025OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.06% | $3M | 11.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $13M | 39.2K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.06% | $391,516 | 1.2K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.06% | $439,418 | 1.3K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.06% | $868,818 | 2.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $41M | 126.2K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.06% | $231,713 | 705 | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.06% | $834,106 | 2.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.06% | $391M | 1.19M | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.06% | $3M | 4.3K | Q2 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.06% | $584,231 | 1.9K | Q4 2025OLDER |
| Fielder Capital Group LLC$459M AUM | 0.06% | $264,331 | 804 | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $493,647 | 1.5K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.06% | $855,174 | 2.8K | Q2 2026 |
| BCS Wealth Management$490M AUM | 0.06% | $278,813 | 848 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.