SPHQINVESCO EXCHANGE TRADED FD T
CUSIP 46137V241 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (SPHQ) has 736 institutional holders in Filings Flow’s 13F database, together reporting 140.21M shares worth $10.4B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Ameriprise Financial Inc, and FMR LLC.
Institutional Holders
736
Q1 2026
Reported Value
$10.4B
Ticker
SPHQ
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Independence Asset Advisors, LLC$277M AUM | 26.70% | $74M | 982.3K | Q1 2026 |
| Clearview Wealth Management LLC$141M AUM | 21.72% | $31M | 408.3K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 20.68% | $28M | 376.5K | Q1 2026 |
| UNION SAVINGS BANK$228M AUM | 16.09% | $37M | 488.2K | Q1 2026 |
| Demars Financial Group, LLC$304M AUM | 15.44% | $47M | 623.7K | Q1 2026 |
| First International Bank & Trust$288M AUM | 14.27% | $41M | 560.1K | Q3 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 13.77% | $353M | 4.69M | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 13.22% | $16M | 214.3K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 12.87% | $41M | 554.0K | Q3 2025OLDER |
| Piedmont Capital Management, LLC$197M AUM | 11.67% | $20M | 283.2K | Q2 2025OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 11.48% | $33M | 438.4K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 11.36% | $54M | 719.0K | Q1 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 10.10% | $72M | 956.6K | Q1 2026 |
| Tulsa Wealth Advisors, INC$570M AUM | 9.92% | $57M | 752.8K | Q1 2026 |
| ACT Advisors, LLC.$235M AUM | 9.75% | $21M | 295.8K | Q2 2025OLDER |
| Milestone Investment Advisors LLC$414M AUM | 9.59% | $40M | 528.1K | Q1 2026 |
| Hoese & Co LLP$135M AUM | 9.06% | $12M | 162.4K | Q1 2026 |
| SFMG, LLC$1.5B AUM | 8.59% | $127M | 1.69M | Q1 2026 |
| Sterling Group Wealth Management, LLC$211M AUM | 8.23% | $17M | 231.3K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 8.09% | $553M | 7.35M | Q1 2026 |
| Family Investment Center, Inc.$520M AUM | 7.54% | $39M | 520.8K | Q1 2026 |
| MOR Wealth Management, LLC$218M AUM | 7.51% | $16M | 217.9K | Q1 2026 |
| Artesa Financial Group, LLC$105M AUM | 7.51% | $8M | 104.7K | Q1 2026 |
| Cresta Advisors, Ltd.$244M AUM | 6.97% | $17M | 226.4K | Q1 2026 |
| Ballast, Inc.$432M AUM | 6.53% | $28M | 375.4K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 5.99% | $16M | 217.6K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 5.85% | $40M | 535.5K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 5.34% | $56M | 745.5K | Q1 2026 |
| Vigilare Wealth Management$326M AUM | 5.31% | $16M | 209.0K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 5.23% | $11M | 145.5K | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 5.08% | $9M | 124.7K | Q1 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 5.03% | $6M | 73.4K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 4.82% | $12M | 159.7K | Q4 2025OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 4.53% | $6M | 82.4K | Q1 2026 |
| Capital Planning Advisors, LLC$692M AUM | 4.50% | $31M | 413.6K | Q1 2026 |
| JHP Wealth Management, LLC$105M AUM | 4.34% | $5M | 60.4K | Q1 2026 |
| Ruggaard & Associates LLC$252M AUM | 4.18% | $11M | 140.2K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 4.17% | $52M | 695.7K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 4.10% | $7M | 94.2K | Q1 2026 |
| Westwood Wealth Management$255M AUM | 3.93% | $5M | 69.7K | Q4 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 3.89% | $32M | 427.8K | Q1 2026 |
| Lionshead Wealth Management, LLC$136M AUM | 3.82% | $5M | 69.0K | Q1 2026 |
| Balanced Rock Investment Advisors LLC$143M AUM | 3.60% | $5M | 68.3K | Q1 2026 |
| Family Capital Management, Inc.$225M AUM | 3.60% | $8M | 107.6K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 3.56% | $11M | 142.1K | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 3.54% | $8M | 112.3K | Q1 2026 |
| Capital Developers, LLC$111M AUM | 3.49% | $4M | 51.6K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 3.48% | $10M | 130.0K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 3.48% | $22M | 292.4K | Q1 2026 |
| GLR Partners, LLC$183M AUM | 3.44% | $6M | 83.8K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 3.37% | $9M | 122.1K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 3.33% | $4M | 49.2K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 3.32% | $8M | 99.8K | Q1 2026 |
| Headland Capital, LLC$355M AUM | 3.30% | $12M | 155.9K | Q1 2026 |
| Topor & Co. Korea$127M AUM | 3.15% | $4M | 49.6K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 3.15% | $8M | 103.1K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 3.12% | $15M | 201.1K | Q1 2026 |
| Tidemark, LLC$393M AUM | 2.99% | $12M | 156.3K | Q1 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 2.90% | $12M | 161.7K | Q1 2026 |
| Collier Financial$131M AUM | 2.87% | $4M | 50.1K | Q1 2026 |
| Beaumont Asset Management, L.L.C.$222M AUM | 2.87% | $6M | 84.8K | Q1 2026 |
| Santori & Peters, Inc.$321M AUM | 2.82% | $9M | 120.6K | Q1 2026 |
| Wisconsin Wealth Advisors, LLC$117M AUM | 2.81% | $3M | 38.0K | Q1 2026 |
| Davidson Capital Management Inc.$552M AUM | 2.80% | $15M | 205.7K | Q1 2026 |
| FIDELITY D & D BANCORP INC$249M AUM | 2.71% | $7M | 89.9K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 2.57% | $8M | 104.7K | Q1 2026 |
| DBK Financial Counsel, LLC$132M AUM | 2.57% | $3M | 44.6K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 2.53% | $24M | 319.6K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 2.35% | $102M | 1.35M | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 2.31% | $4M | 57.0K | Q1 2026 |
| Opes Wealth Management LLC$609M AUM | 2.30% | $14M | 186.3K | Q1 2026 |
| Cedar Wealth Management, LLC$344M AUM | 2.18% | $7M | 99.7K | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.12% | $250M | 3.32M | Q1 2026 |
| Generation Capital Management LLC$137M AUM | 2.10% | $3M | 38.3K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 2.10% | $5M | 65.5K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 2.08% | $11M | 141.2K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 1.93% | $19M | 246.5K | Q1 2026 |
| Berkeley, Inc$298M AUM | 1.88% | $6M | 74.4K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 1.84% | $2M | 28.3K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.72% | $16M | 207.4K | Q1 2026 |
| Performa Ltd (US), LLC$442M AUM | 1.72% | $8M | 100.9K | Q1 2026 |
| Providence First Trust Co$284M AUM | 1.70% | $5M | 64.4K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 1.63% | $34M | 447.0K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.61% | $10M | 126.9K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 1.59% | $6M | 81.7K | Q1 2026 |
| United Community Bank$300M AUM | 1.55% | $5M | 61.9K | Q1 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.53% | $2M | 31.3K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.52% | $4M | 50.9K | Q1 2026 |
| Nikulski Financial, Inc.$405M AUM | 1.49% | $6M | 80.3K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 1.45% | $22M | 286.8K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 1.42% | $11M | 144.3K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 1.40% | $2M | 24.8K | Q1 2026 |
| Serenus Wealth Advisors, LLC$501M AUM | 1.38% | $7M | 91.8K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 1.37% | $16M | 219.2K | Q1 2026 |
| Kentucky Trust Co$191M AUM | 1.35% | $3M | 34.2K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 1.30% | $5M | 72.7K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 1.30% | $8M | 109.0K | Q1 2026 |
| Sherman Wealth Management LLC$133M AUM | 1.26% | $1M | 19.5K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 1.24% | $8M | 115.6K | Q2 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 1.20% | $96M | 1.28M | Q1 2026 |
| Concord Wealth Partners$770M AUM | 1.19% | $9M | 122.4K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 1.16% | $5M | 67.0K | Q1 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 1.16% | $2M | 28.3K | Q1 2026 |
| Delta Wealth Advisors LLC$131M AUM | 1.16% | $2M | 20.2K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 1.14% | $11M | 147.6K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 1.13% | $4M | 51.6K | Q2 2025OLDER |
| MEMBERS WEALTH LLC$182M AUM | 1.12% | $2M | 23.4K | Q1 2026 |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 1.10% | $1M | 15.3K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 1.10% | $12M | 162.4K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 1.10% | $11M | 145.1K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 1.07% | $5M | 60.8K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.06% | $4M | 53.8K | Q1 2026 |
| Bauman Advisory Group, LLC$143M AUM | 1.04% | $1M | 19.7K | Q1 2026 |
| Disciplined Investors, L.L.C.$168M AUM | 1.04% | $2M | 23.2K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 1.04% | $17M | 226.5K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.03% | $2M | 25.7K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 1.01% | $7M | 89.8K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 1.00% | $15M | 194.6K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.98% | $7M | 88.7K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.97% | $2M | 25.8K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 0.95% | $1M | 19.7K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 0.94% | $3M | 35.3K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.90% | $8M | 100.6K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.88% | $6M | 81.0K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.88% | $18M | 244.4K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.87% | $10M | 129.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.85% | $80M | 1.06M | Q1 2026 |
| OneAscent Wealth Management LLC$302M AUM | 0.85% | $3M | 34.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.85% | $416M | 5.51M | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.84% | $2M | 23.4K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.83% | $2M | 21.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.82% | $10M | 141.0K | Q2 2025OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.82% | $1M | 17.9K | Q1 2026 |
| Sagace Wealth Management LLC$149M AUM | 0.81% | $1M | 16.2K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.81% | $1M | 18.9K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.80% | $11M | 151.8K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.79% | $1M | 18.3K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.75% | $2M | 28.5K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.74% | $2M | 26.1K | Q3 2025OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.73% | $2M | 26.7K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.73% | $108M | 1.43M | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.72% | $2M | 27.7K | Q1 2026 |
| Verum Partners LLC$527M AUM | 0.72% | $4M | 50.3K | Q1 2026 |
| POTENTIA WEALTH$259M AUM | 0.72% | $2M | 24.7K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.70% | $5M | 62.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.69% | $107M | 1.43M | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.68% | $835,733 | 11.1K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.65% | $18M | 241.0K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.65% | $2M | 25.3K | Q1 2026 |
| Bawa N Mallick Trust$244M AUM | 0.65% | $2M | 21.1K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.65% | $3M | 40.0K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 0.65% | $30M | 398.4K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.64% | $2M | 24.7K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.63% | $3M | 42.1K | Q1 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.63% | $1M | 16.6K | Q1 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.62% | $1M | 16.0K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 0.61% | $1M | 17.3K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.61% | $4M | 50.5K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.59% | $906,904 | 12.1K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.59% | $3M | 34.7K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 0.58% | $6M | 77.1K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.58% | $10M | 137.1K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.57% | $21M | 283.6K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.57% | $9M | 122.5K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.56% | $26M | 346.2K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.56% | $3M | 36.4K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.56% | $688,139 | 9.2K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.55% | $11M | 146.9K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.54% | $12M | 154.7K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.54% | $644,156 | 8.6K | Q1 2026 |
| Redwood Family Wealth LLC$102M AUM | 0.54% | $554,430 | 7.4K | Q1 2026 |
| KDK Private Wealth Management, LLC$109M AUM | 0.54% | $589,536 | 8.0K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.54% | $5M | 66.3K | Q1 2026 |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.54% | $732,576 | 9.7K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.53% | $5M | 66.0K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.50% | $1M | 14.7K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.49% | $4M | 58.8K | Q1 2026 |
| Hartford Financial Management Inc.$392M AUM | 0.48% | $2M | 25.3K | Q1 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.46% | $1M | 15.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.46% | $6M | 79.2K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.46% | $8M | 101.1K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.45% | $4M | 56.8K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.45% | $2M | 27.1K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.44% | $896,522 | 11.9K | Q1 2026 |
| Platform Technology Partners$519M AUM | 0.44% | $2M | 30.5K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.44% | $526,856 | 7.4K | Q2 2025OLDER |
| Owen LaRue, LLC$261M AUM | 0.44% | $1M | 15.1K | Q1 2026 |
| Symphony Financial Services, Inc.$195M AUM | 0.44% | $849,273 | 11.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.43% | $10M | 129.6K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 0.43% | $1M | 13.5K | Q4 2025OLDER |
| 5T Wealth, LLC$253M AUM | 0.42% | $1M | 14.2K | Q1 2026 |
| OneAscent Family Office, LLC$143M AUM | 0.41% | $585,281 | 7.8K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 0.41% | $3M | 38.7K | Q1 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.40% | $4M | 51.8K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.40% | $4M | 58.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.39% | $17M | 223.8K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.39% | $2M | 22.6K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 0.39% | $1M | 14.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.39% | $34M | 454.6K | Q1 2026 |
| Foundry Financial LLC$236M AUM | 0.38% | $905,375 | 12.0K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 0.38% | $502,323 | 6.7K | Q1 2026 |
| Promus Capital, LLC$157M AUM | 0.38% | $595,828 | 8.1K | Q3 2025OLDER |
| VestGen Investment Management$181M AUM | 0.38% | $529,818 | 7.4K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.38% | $21M | 284.8K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.38% | $20M | 271.9K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.37% | $2M | 27.4K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.36% | $2M | 20.3K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 0.35% | $7M | 87.1K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.34% | $4M | 51.8K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.34% | $765,734 | 10.4K | Q3 2025OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.34% | $953,549 | 12.7K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.34% | $2M | 21.8K | Q2 2025OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.34% | $378,206 | 5.0K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.33% | $5M | 59.9K | Q1 2026 |
| BURNS J W & CO INC/NY$959M AUM | 0.33% | $3M | 38.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.32% | $14M | 198.9K | Q2 2025OLDER |
| Invariant Investment Management$171M AUM | 0.32% | $522,514 | 6.6K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.32% | $2M | 26.5K | Q1 2026 |
| Dupree Financial Group, LLC$248M AUM | 0.32% | $792,150 | 10.5K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 0.32% | $2M | 22.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.31% | $3M | 46.2K | Q1 2026 |
| Sebold Capital Management, Inc.$162M AUM | 0.31% | $502,312 | 7.0K | Q2 2025OLDER |
| Olistico Wealth, LLC$234M AUM | 0.30% | $615,597 | 8.2K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.30% | $321,212 | 4.3K | Q1 2026 |
| Cadia Private Client LLC$123M AUM | 0.30% | $371,669 | 4.9K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.30% | $5M | 62.8K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.30% | $1M | 14.9K | Q1 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 0.29% | $586,030 | 7.8K | Q1 2026 |
| AEGON USA Investment Management, LLC$128M AUM | 0.29% | $369,935 | 4.9K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.29% | $1M | 18.7K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.28% | $1M | 19.7K | Q1 2026 |
| Advanced Asset Management Advisors Inc$362M AUM | 0.28% | $1M | 13.5K | Q1 2026 |
| Henshaw Capital LLC$2.7B AUM | 0.28% | $8M | 100.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.27% | $188M | 2.50M | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 0.27% | $714,907 | 9.5K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.27% | $887,357 | 11.8K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.27% | $17M | 224.2K | Q1 2026 |
| Guardian Asset Advisors, LLC$171M AUM | 0.27% | $459,330 | 6.1K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.27% | $10M | 126.9K | Q1 2026 |
| Bank of Marin$137M AUM | 0.27% | $363,618 | 4.8K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.25% | $929,932 | 12.4K | Q4 2025OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.25% | $1M | 19.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.25% | $5M | 76.1K | Q1 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.25% | $747,936 | 9.9K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.25% | $2M | 21.7K | Q2 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.25% | $2M | 31.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.24% | $915M | 12.17M | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.24% | $2M | 24.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.24% | $16M | 208.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.23% | $41M | 548.9K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.22% | $484,174 | 6.4K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.22% | $5M | 66.8K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.22% | $1M | 16.6K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.22% | $5M | 71.9K | Q1 2026 |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.22% | $257,977 | 3.4K | Q1 2026 |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.22% | $4M | 49.2K | Q1 2026 |
| Wealth Group Ltd$439M AUM | 0.22% | $963,237 | 12.8K | Q1 2026 |
| Alta Wealth Advisors LLC$308M AUM | 0.22% | $673,278 | 9.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.22% | $9M | 125.2K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.22% | $5M | 66.0K | Q1 2026 |
| Next Capital Management LLC$330M AUM | 0.22% | $716,410 | 9.5K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.21% | $513,613 | 6.8K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.21% | $5M | 60.4K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.21% | $2M | 25.4K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.21% | $4M | 49.6K | Q1 2026 |
| 55 North Private Wealth, LLC$508M AUM | 0.21% | $821,000 | 10.9K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.21% | $256,254 | 3.4K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 0.21% | $1M | 16.0K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.20% | $801,309 | 10.7K | Q4 2025OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.20% | $967,254 | 12.1K | Q1 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.20% | $1M | 14.8K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.20% | $529,939 | 7.0K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.20% | $529,939 | 7.0K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.20% | $2M | 24.6K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.19% | $2M | 22.5K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.19% | $668,395 | 8.9K | Q4 2025OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.19% | $354,596 | 4.7K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.19% | $4M | 46.7K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.19% | $2M | 32.7K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.19% | $5M | 69.0K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.19% | $3M | 33.5K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.19% | $1M | 18.6K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.19% | $2M | 22.1K | Q1 2026 |
| MB Generational Wealth, LLC$181M AUM | 0.19% | $337,152 | 4.5K | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.18% | $2M | 24.2K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.18% | $4M | 50.4K | Q4 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.18% | $13M | 183.9K | Q3 2025OLDER |
| Latitude Advisors, LLC$218M AUM | 0.18% | $385,422 | 5.1K | Q1 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.18% | $993,007 | 13.1K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.18% | $7M | 87.7K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.17% | $1M | 16.7K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.17% | $311,876 | 4.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.17% | $62M | 823.1K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.17% | $484,627 | 6.5K | Q4 2025OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.17% | $363,018 | 4.8K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.17% | $25M | 326.9K | Q1 2026 |
| SIMA Wealth Partners, LLC$105M AUM | 0.17% | $220,022 | 3.0K | Q1 2026 |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.17% | $227,074 | 3.0K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.17% | $2M | 28.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.17% | $12M | 163.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.17% | $30M | 427.0K | Q2 2025OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.17% | $412,718 | 5.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.16% | $6M | 78.9K | Q1 2026 |
| Barnett & Company, Inc.$129M AUM | 0.16% | $211,735 | 2.8K | Q1 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 0.16% | $375,488 | 5.0K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.16% | $476,131 | 6.3K | Q1 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.15% | $281,361 | 3.7K | Q1 2026 |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.15% | $249,354 | 3.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.15% | $663M | 8.82M | Q1 2026 |
| BCU Wealth Advisors, LLC$301M AUM | 0.15% | $406,416 | 5.4K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.15% | $827,090 | 11.0K | Q1 2026 |
| Bath Savings Trust Co$965M AUM | 0.15% | $1M | 18.6K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.15% | $623,625 | 8.3K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 0.14% | $486,784 | 6.5K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.14% | $623,024 | 8.3K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.14% | $552,871 | 7.4K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.14% | $4M | 57.8K | Q4 2025OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.13% | $261,880 | 3.5K | Q1 2026 |
| J HAGAN CAPITAL, INC.$185M AUM | 0.13% | $247,777 | 3.3K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.13% | $3M | 42.8K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 0.13% | $1M | 15.0K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.13% | $6M | 86.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.13% | $28M | 369.4K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.13% | $4M | 51.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.13% | $34M | 455.1K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 0.13% | $191,310 | 2.3K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.13% | $2M | 22.2K | Q1 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.13% | $2M | 27.6K | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 0.12% | $336,153 | 4.5K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 0.12% | $320,986 | 4.3K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.12% | $234,445 | 3.3K | Q2 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.12% | $2M | 23.7K | Q2 2025OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.12% | $969,274 | 12.9K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.12% | $2M | 22.2K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 0.12% | $390,988 | 5.2K | Q1 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.11% | $213,615 | 2.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.11% | $80M | 1.07M | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.11% | $3M | 33.7K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.11% | $2M | 32.7K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.11% | $319,466 | 4.2K | Q1 2026 |
| Redwood Wealth Management Group, LLC$232M AUM | 0.11% | $257,225 | 3.4K | Q1 2026 |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.11% | $242,969 | 3.2K | Q1 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 0.11% | $249,782 | 3.3K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.11% | $329,483 | 4.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.11% | $11M | 149.6K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.10% | $3M | 33.3K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.10% | $1M | 19.6K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.10% | $724,230 | 9.6K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.10% | $10M | 131.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $93M | 1.23M | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.10% | $3M | 41.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.10% | $315M | 4.19M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.10% | $157M | 2.09M | Q1 2026 |
| Bell Bank$2.4B AUM | 0.10% | $2M | 30.2K | Q1 2026 |
| Vectors Research Management, LLC$342M AUM | 0.09% | $324,219 | 4.3K | Q1 2026 |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.09% | $147,623 | 2.0K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.09% | $387,918 | 5.2K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.09% | $529,102 | 7.0K | Q4 2025OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.09% | $211,549 | 2.8K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.09% | $1M | 14.6K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.09% | $877,528 | 11.7K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.09% | $2M | 29.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.09% | $8M | 112.5K | Q1 2026 |
| Creekside Partners$243M AUM | 0.09% | $222,543 | 3.0K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.09% | $2M | 24.3K | Q2 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.09% | $1M | 19.5K | Q1 2026 |
| Secure Asset Management, LLC$632M AUM | 0.09% | $569,982 | 7.6K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $50M | 663.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.09% | $183M | 2.47M | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.09% | $904,912 | 12.0K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.09% | $1M | 13.8K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.09% | $20M | 262.6K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.08% | $5M | 62.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $5M | 61.4K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.08% | $241,734 | 3.2K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.08% | $4M | 56.5K | Q1 2026 |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.08% | $2M | 32.1K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.08% | $247,502 | 3.3K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.08% | $622,498 | 8.3K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.08% | $428,057 | 5.7K | Q1 2026 |
| West Wealth Group, LLC$506M AUM | 0.08% | $392,554 | 5.2K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.08% | $279,380 | 3.7K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.08% | $4M | 52.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 49.2K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.07% | $241,285 | 3.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.07% | $6M | 79.2K | Q1 2026 |
| Sagewood Asset Management LP$319M AUM | 0.07% | $233,841 | 3.1K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.07% | $1M | 18.0K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.07% | $6M | 80.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $8M | 112.7K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.07% | $273,084 | 3.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.07% | $374M | 4.97M | Q1 2026 |
| Strategic Advisors LLC$602M AUM | 0.07% | $353,022 | 5.0K | Q2 2025OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.07% | $436,103 | 5.8K | Q1 2026 |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.07% | $1M | 16.5K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.07% | $1M | 13.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.07% | $6M | 77.6K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.07% | $250,408 | 3.5K | Q2 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.07% | $361,275 | 4.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.07% | $5M | 67.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.06% | $70M | 934.9K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $524,872 | 7.0K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.06% | $4M | 57.3K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.06% | $729,719 | 9.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.06% | $44M | 586.8K | Q4 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.06% | $150,756 | 2.0K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.06% | $716,591 | 10.1K | Q2 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.06% | $490,319 | 6.7K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $3M | 35.0K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.06% | $400,387 | 5.3K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.06% | $212,938 | 2.8K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 49.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.06% | $8M | 104.6K | Q1 2026 |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.06% | $206,511 | 2.9K | Q2 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.06% | $20M | 269.0K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.06% | $413,545 | 5.5K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.06% | $203,230 | 2.5K | Q1 2026 |
| CGC Financial Services, LLC$346M AUM | 0.06% | $196,171 | 2.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.06% | $31M | 406.4K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.06% | $3M | 39.1K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.06% | $8M | 105.8K | Q2 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.05% | $717,462 | 9.8K | Q3 2025OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.05% | $83,788 | 1.1K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.05% | $264,744 | 3.5K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 0.05% | $472,043 | 6.3K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 0.05% | $270,075 | 3.6K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 0.05% | $385,619 | 5.1K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.05% | $307,105 | 4.3K | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 20.1K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 0.05% | $355,611 | 4.9K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.05% | $45M | 594.7K | Q1 2026 |
| Aspire Capital Advisors LLC$444M AUM | 0.05% | $231,585 | 3.1K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $894,930 | 11.9K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.05% | $222,001 | 3.0K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.05% | $67,445 | 897 | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 0.05% | $300,760 | 4.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 120.3K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.05% | $2M | 20.2K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $95,346 | 1.3K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.05% | $838,006 | 11.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $16M | 208.5K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.05% | $423,620 | 5.6K | Q1 2026 |
| Robinhood Asset Management, LLC$1.4B AUM | 0.05% | $642,320 | 8.5K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $1M | 18.5K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $962,883 | 12.8K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 16.4K | Q1 2026 |
| NVWM, LLC$449M AUM | 0.04% | $200,532 | 2.7K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.04% | $1M | 18.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.04% | $8M | 103.5K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.04% | $378,627 | 5.0K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.04% | $124,482 | 1.7K | Q1 2026 |
| Financial Security Advisor, Inc.$544M AUM | 0.04% | $221,701 | 2.9K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.04% | $583,795 | 7.8K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.04% | $693,287 | 9.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $150M | 2.00M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $30M | 396.3K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.04% | $170,154 | 2.3K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.04% | $78,950 | 1.1K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.04% | $25M | 336.3K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.04% | $1M | 13.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.04% | $68M | 900.8K | Q1 2026 |
| Essex LLC$566M AUM | 0.04% | $217,989 | 2.9K | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 21.3K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.04% | $210,908 | 2.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.04% | $26M | 343.8K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.04% | $992,336 | 13.1K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.04% | $2M | 28.2K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.04% | $918,191 | 12.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.04% | $9M | 116.4K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $7M | 88.4K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $553,640 | 7.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $899,191 | 12.0K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.03% | $694,364 | 9.2K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $920,626 | 12.2K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 0.03% | $854,762 | 11.4K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.03% | $264,970 | 3.5K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.03% | $406,059 | 5.4K | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.03% | $87,596 | 1.2K | Q1 2026 |
| Northstar Group, Inc.$707M AUM | 0.03% | $226,547 | 3.0K | Q1 2026 |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.03% | $345,047 | 4.6K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.03% | $394,598 | 5.2K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 13.8K | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.03% | $83,085 | 1.1K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $244,223 | 3.3K | Q4 2025OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.03% | $757,443 | 10.1K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.03% | $272,964 | 3.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.03% | $592M | 7.87M | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.03% | $481,129 | 6.4K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.03% | $801,401 | 10.0K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.03% | $42,858 | 570 | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $430,359 | 5.9K | Q3 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.03% | $477,722 | 6.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 24.8K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 17.0K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 20.9K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.03% | $257,977 | 3.4K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $1M | 18.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $164M | 2.18M | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.03% | $29,000 | 393 | Q4 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.03% | $587,084 | 7.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.