TQQQPROSHARES TR
CUSIP 74347X831 · Yahoo Finance ↗ · Google Finance ↗
Proshares Tr (TQQQ) has 325 institutional holders in Filings Flow’s 13F database, together reporting 18.78M shares worth $741M as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Jane Street Group, LLC, and Citadel Advisors LLC.
Institutional Holders
325
Q1 2026
Reported Value
$741M
Ticker
TQQQ
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC$403M AUM | 15.57% | $64M | 1.21M | Q4 2025OLDER |
| Oriental Harbor Investment Master Fund$1.1B AUM | 7.22% | $82M | 1.96M | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 5.32% | $20M | 473.6K | Q1 2026 |
| PPSC Investment Service Corp$1.3B AUM | 4.21% | $53M | 1.28M | Q1 2026 |
| Ridgepath Capital Management LLC$201M AUM | 3.64% | $7M | 175.7K | Q1 2026 |
| Alpha Wealth Funds, LLC$149M AUM | 3.57% | $4M | 51.2K | Q2 2025OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 2.77% | $4M | 67.5K | Q4 2025OLDER |
| Div Capital Phoenix Assets Ltd$434M AUM | 2.57% | $11M | 267.5K | Q1 2026 |
| TORNO CAPITAL, LLC$725M AUM | 2.39% | $17M | 415.9K | Q1 2026 |
| Finward Bancorp$125M AUM | 2.39% | $3M | 71.7K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 2.22% | $3M | 69.3K | Q1 2026 |
| Dedeker Financial LLC$115M AUM | 2.08% | $2M | 57.3K | Q1 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP$7.7B AUM | 1.79% | $34M | 425.0K | Q2 2025OLDER |
| Hiddenite Capital Partners LP$381M AUM | 1.37% | $11M | 200.0K | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 1.36% | $5M | 111.0K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 1.34% | $38M | 908.5K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 1.24% | $2M | 39.0K | Q1 2026 |
| Sherman Wealth Management LLC$133M AUM | 1.14% | $1M | 31.7K | Q1 2026 |
| Demars Financial Group, LLC$304M AUM | 1.04% | $3M | 76.1K | Q1 2026 |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.91% | $2M | 45.6K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 0.89% | $988,984 | 23.7K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.81% | $5M | 123.6K | Q1 2026 |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.81% | $2M | 47.9K | Q1 2026 |
| Greenhouse Wealth Management, LLC$162M AUM | 0.80% | $1M | 31.2K | Q1 2026 |
| Defined Financial Planning LLC$121M AUM | 0.78% | $874,088 | 10.3K | Q2 2025OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.71% | $81M | 779.0K | Q3 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.66% | $2M | 37.9K | Q1 2026 |
| Sollinda Capital Management LLC$412M AUM | 0.66% | $3M | 65.4K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.63% | $3M | 65.0K | Q4 2025OLDER |
| Richmond Brothers, Inc.$150M AUM | 0.62% | $924,300 | 22.2K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 0.57% | $1M | 29.1K | Q1 2026 |
| Millington Financial Advisors, LLC$237M AUM | 0.49% | $1M | 18.7K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.49% | $777,778 | 14.8K | Q4 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.49% | $2M | 37.5K | Q1 2026 |
| DeDora Capital, Inc.$408M AUM | 0.46% | $2M | 45.1K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.46% | $1M | 26.1K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.45% | $4M | 92.8K | Q1 2026 |
| Vines Capital Management, LLC$101M AUM | 0.45% | $452,561 | 10.9K | Q1 2026 |
| CPR Investments Inc.$150M AUM | 0.43% | $638,442 | 15.3K | Q1 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.40% | $1M | 8.8K | Q3 2025OLDER |
| Erickson Financial Group, LLC$160M AUM | 0.39% | $628,034 | 15.1K | Q1 2026 |
| FWG Holdings, LLC$265M AUM | 0.39% | $1M | 23.2K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.36% | $358M | 4.40M | Q2 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.35% | $3M | 76.6K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.35% | $3M | 79.6K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.35% | $2M | 21.3K | Q2 2025OLDER |
| Daviman Financial, LLC$169M AUM | 0.34% | $566,515 | 13.6K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.33% | $1M | 25.9K | Q1 2026 |
| Lauer Wealth, LLC$126M AUM | 0.33% | $411,312 | 8.6K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.31% | $1M | 35.7K | Q1 2026 |
| SLT Holdings LLC$148M AUM | 0.30% | $448,060 | 10.8K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.30% | $11M | 263.0K | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 0.30% | $348,028 | 8.3K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.29% | $22M | 522.4K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.29% | $9M | 217.0K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.28% | $2M | 59.2K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.27% | $276,955 | 3.5K | Q2 2025OLDER |
| Core Wealth Partners LLC$235M AUM | 0.27% | $584,737 | 16.2K | Q1 2026 |
| Viewpoint Capital Management LLC$214M AUM | 0.27% | $571,016 | 13.7K | Q1 2026 |
| Parsonex Advisory Services, Inc.$102M AUM | 0.26% | $388,750 | 3.8K | Q4 2025OLDER |
| Park Capital Management, LLC / WI$170M AUM | 0.26% | $282,142 | 3.4K | Q2 2025OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.26% | $728,159 | 8.8K | Q2 2025OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 0.26% | $337,900 | 8.1K | Q1 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 0.25% | $1M | 28.0K | Q1 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 0.24% | $437,576 | 8.3K | Q4 2025OLDER |
| 25 LLC$324M AUM | 0.24% | $772,872 | 18.5K | Q1 2026 |
| Crew Capital Management, Ltd$151M AUM | 0.24% | $352,077 | 3.4K | Q3 2025OLDER |
| HANSEATIC MANAGEMENT SERVICES INC$104M AUM | 0.23% | $239,968 | 5.7K | Q1 2026 |
| TrueMark Investments, LLC$514M AUM | 0.22% | $1M | 12.5K | Q3 2025OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.22% | $14M | 325.5K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.22% | $524,001 | 12.6K | Q1 2026 |
| Revere Asset Management, Inc$195M AUM | 0.21% | $557,223 | 5.4K | Q3 2025OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.21% | $773,924 | 18.6K | Q1 2026 |
| Castleview Partners, LLC$195M AUM | 0.21% | $403,254 | 9.7K | Q1 2026 |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.20% | $337,408 | 6.4K | Q4 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.20% | $713,770 | 17.1K | Q1 2026 |
| Innova Wealth Partners$211M AUM | 0.20% | $422,053 | 10.1K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.20% | $6M | 100.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.19% | $12M | 750.8K | Q1 2026 |
| Canal Capital Management, LLC$739M AUM | 0.19% | $1M | 33.3K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.18% | $789,419 | 18.9K | Q1 2026 |
| NDVR, Inc.$121M AUM | 0.18% | $213,200 | 4.0K | Q4 2025OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.17% | $194,326 | 3.7K | Q4 2025OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.17% | $229,200 | 4.0K | Q2 2025OLDER |
| NRI Wealth Management LC$187M AUM | 0.17% | $314,439 | 3.0K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.16% | $1.5B | 34.86M | Q1 2026 |
| Terra Nova Asset Management LLC$135M AUM | 0.16% | $252,511 | 2.4K | Q3 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.15% | $530,049 | 14.4K | Q1 2026 |
| Socha Financial Group, LLC$197M AUM | 0.15% | $292,041 | 7.0K | Q1 2026 |
| Family Capital Management, Inc.$225M AUM | 0.15% | $332,524 | 8.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.15% | $8M | 151.0K | Q4 2025OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.14% | $285,520 | 3.4K | Q2 2025OLDER |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.14% | $337,608 | 8.1K | Q1 2026 |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.14% | $240,500 | 4.6K | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.14% | $6M | 144.1K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.14% | $8M | 91.8K | Q2 2025OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.13% | $2M | 81.8K | Q3 2025OLDER |
| Virtus Wealth Solutions LLC$525M AUM | 0.13% | $642,413 | 7.7K | Q2 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.13% | $1M | 33.8K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.12% | $5M | 115.4K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.12% | $2M | 21.7K | Q2 2025OLDER |
| HAP Trading, LLC$1.1B AUM | 0.12% | $1M | 84.3K | Q2 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.12% | $213,652 | 5.1K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.12% | $1M | 17.7K | Q2 2025OLDER |
| Northern Capital Management, Inc.$199M AUM | 0.12% | $223,322 | 4.2K | Q4 2025OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.11% | $256,325 | 6.1K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.11% | $1M | 25.5K | Q1 2026 |
| Watts Gwilliam & Co., LLC$620M AUM | 0.11% | $674,872 | 6.5K | Q3 2025OLDER |
| Prosperitas Financial LLC$268M AUM | 0.11% | $289,426 | 6.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.11% | $665M | 15.96M | Q1 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.10% | $316,068 | 7.6K | Q1 2026 |
| MRP Capital Investments, LLC$115M AUM | 0.10% | $112,745 | 2.7K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.10% | $233,343 | 4.4K | Q4 2025OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.10% | $958,640 | 23.0K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.10% | $520,125 | 12.5K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.10% | $844,020 | 20.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.09% | $736M | 17.67M | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.09% | $3M | 71.6K | Q1 2026 |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.09% | $317,802 | 7.6K | Q1 2026 |
| Members Advisory Group LLC$292M AUM | 0.09% | $225,773 | 4.3K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.09% | $5M | 110.0K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.08% | $620,400 | 6.0K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.08% | $3M | 59.8K | Q4 2025OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.08% | $817,095 | 19.6K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.08% | $593,846 | 14.2K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.08% | $5M | 122.1K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $304,352 | 7.3K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.08% | $406,366 | 7.7K | Q4 2025OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.07% | $771,071 | 18.5K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.07% | $389,375 | 9.3K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.07% | $154,444 | 154.4K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.07% | $222,279 | 5.3K | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.07% | $89,180 | 1.7K | Q4 2025OLDER |
| Westmount Partners, LLC$457M AUM | 0.07% | $286,213 | 6.9K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.07% | $2M | 52.9K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.07% | $3M | 78.9K | Q1 2026 |
| 360 Financial, Inc.$332M AUM | 0.07% | $231,824 | 5.6K | Q1 2026 |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.07% | $439,953 | 10.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $1M | 35.6K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.07% | $252,040 | 6.0K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 0.06% | $727,838 | 17.5K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.06% | $584,655 | 14.0K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 0.06% | $210,880 | 4.0K | Q4 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.06% | $537,947 | 12.9K | Q1 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.06% | $843,520 | 16.0K | Q4 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.06% | $325,104 | 7.8K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $1M | 35.8K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.05% | $104,165 | 1.3K | Q2 2025OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.05% | $206,800 | 2.0K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.05% | $351,365 | 5.7K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.05% | $240,700 | 2.9K | Q2 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $363,450 | 8.7K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.05% | $3M | 61.7K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.05% | $343,261 | 12.4K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.05% | $272,747 | 6.5K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.05% | $298,762 | 7.2K | Q1 2026 |
| Capital Investment Counsel, Inc$816M AUM | 0.05% | $390,100 | 4.7K | Q2 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $678,218 | 16.3K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.05% | $331,565 | 8.0K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $861,867 | 16.3K | Q4 2025OLDER |
| Monument Capital Management$399M AUM | 0.05% | $203,240 | 3.9K | Q4 2025OLDER |
| 1248 Management, LLC$216M AUM | 0.05% | $108,368 | 2.6K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 51.2K | Q1 2026 |
| Verde Capital Management$468M AUM | 0.05% | $219,911 | 5.3K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.05% | $867,444 | 20.8K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $383,047 | 9.2K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.05% | $1M | 34.0K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $719,348 | 17.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 66.9K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 0.04% | $333,523 | 8.0K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $395,455 | 9.5K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.04% | $3M | 67.9K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.04% | $688,637 | 16.5K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.04% | $223,586 | 5.4K | Q1 2026 |
| My Portfolio Guide, LLC$181M AUM | 0.04% | $71,026 | 1.7K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.04% | $94,738 | 2.3K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.04% | $820,179 | 19.7K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.04% | $106,073 | 2.0K | Q4 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.04% | $1M | 26.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $518,990 | 12.5K | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.04% | $208,771 | 4.0K | Q4 2025OLDER |
| SPROTT INC.$3.4B AUM | 0.04% | $1M | 30.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 52.6K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.03% | $103,911 | 2.0K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $897,315 | 21.5K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.03% | $75M | 1.81M | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.03% | $833,600 | 20.0K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.03% | $59,000 | 1.4K | Q1 2026 |
| Greenland Capital Management LP$787M AUM | 0.03% | $289,960 | 5.5K | Q4 2025OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.03% | $281,982 | 6.8K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.03% | $5M | 111.8K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.03% | $283,997 | 2.8K | Q3 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $437,973 | 10.5K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.03% | $859,025 | 20.6K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $331,864 | 3.2K | Q3 2025OLDER |
| CRA Financial Services, LLC$770M AUM | 0.03% | $218,156 | 5.2K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.03% | $208,650 | 5.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 78.6K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.03% | $462,486 | 12.2K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 0.03% | $235,492 | 5.7K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.03% | $363,480 | 7.4K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $591,856 | 14.2K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 34.0K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $1M | 24.4K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $663,330 | 12.6K | Q4 2025OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.02% | $46,045 | 1.1K | Q1 2026 |
| Cresta Advisors, Ltd.$244M AUM | 0.02% | $56,833 | 1.1K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.02% | $43,652 | 828 | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 44.2K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.02% | $12M | 295.0K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.02% | $232,179 | 4.4K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $226,858 | 4.1K | Q4 2025OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.02% | $206,636 | 3.9K | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.02% | $334,482 | 8.0K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 0.02% | $246,915 | 5.9K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.02% | $266,236 | 5.0K | Q4 2025OLDER |
| WFA of San Diego, LLC$125M AUM | 0.02% | $25,008 | 600 | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $355,475 | 8.5K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.02% | $51,045 | 615 | Q2 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $853,976 | 20.5K | Q1 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.02% | $362,808 | 8.7K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $273,828 | 5.2K | Q4 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.02% | $86,652 | 1.0K | Q2 2025OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.02% | $236,238 | 4.5K | Q4 2025OLDER |
| Townsend & Associates, Inc$1.2B AUM | 0.02% | $202,051 | 3.4K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 0.02% | $201,391 | 3.8K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $903,953 | 10.9K | Q2 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $5M | 131.4K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $29,269 | 702 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $184,520 | 3.5K | Q4 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $144,380 | 3.5K | Q1 2026 |
| Fairman Group, LLC$117M AUM | 0.01% | $16,786 | 403 | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $1M | 24.1K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $206,623 | 3.9K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 105.0K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 25.3K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $281,619 | 3.4K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $9M | 112.6K | Q2 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $516,429 | 5.0K | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $159,118 | 3.8K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $545,277 | 13.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 132.6K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $255,253 | 6.1K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $651,146 | 10.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 186.8K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.01% | $48,645 | 1.2K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $352,564 | 8.5K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $393,579 | 3.7K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $381,336 | 9.1K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $559,081 | 13.4K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $551,030 | 10.5K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $139,460 | 3.2K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $629,624 | 15.1K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.01% | $26,515 | 256 | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $289,134 | 6.9K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $924,603 | 17.5K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 189.8K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $18,354 | 440 | Q1 2026 |
| Longview Financial Advisors LLC$184M AUM | 0.01% | $15,672 | 376 | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $730,402 | 17.5K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.01% | $534,963 | 12.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $237,508 | 5.7K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $49,683 | 1.2K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $17,314 | 415 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 1.19M | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.01% | $18,612 | 180 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $335,191 | 8.0K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $34,571 | 334 | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $270,275 | 6.5K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $291,844 | 7.0K | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $233,550 | 4.4K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $2M | 42.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $271,128 | 6.5K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $277,909 | 6.7K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $724,999 | 17.4K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.01% | $1M | 32.0K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $289,011 | 5.5K | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.01% | $21,088 | 400 | Q4 2025OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.01% | $502,161 | 12.0K | Q1 2026 |
| Busey Bank$3.7B AUM | 0.01% | $200,020 | 3.8K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $790,628 | 19.0K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $215,944 | 5.2K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $224,100 | 2.7K | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $127,764 | 3.1K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $12M | 289.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 151.0K | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $42,407 | 1.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $874,613 | 21.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 32.0K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $345,230 | 6.5K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $4M | 36.7K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $214,781 | 4.1K | Q4 2025OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $4,136 | 40 | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $318,227 | 7.6K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $25,850 | 250 | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $12,909 | 310 | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $263,600 | 5.0K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $221,289 | 4.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $343,956 | 8.0K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $10,544 | 200 | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $859,025 | 20.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $281,590 | 6.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 41.5K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 60.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 263.5K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $29,797 | 359 | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 62.0K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $76,157 | 1.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $529,755 | 12.7K | Q1 2026 |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.00% | $1,909 | 23 | Q2 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $214,043 | 4.1K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $357,225 | 8.6K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $9,068 | 172 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $334,482 | 8.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $55,633 | 21.5K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $5,085 | 122 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $320,495 | 7.7K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $83,485 | 2.0K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $58,625 | 1.1K | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $50,102 | 1.2K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $9,130 | 110 | Q2 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $31,632 | 600 | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $211,826 | 5.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 35.1K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $261,750 | 6.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 34.1K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $564,931 | 13.6K | Q1 2026 |
| Morse Asset Management, Inc$481M AUM | 0.00% | $9,253 | 222 | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.00% | $2,585 | 25 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $256,883 | 6.2K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $352,667 | 8.5K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $15,672 | 376 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 40.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $241,718 | 2.9K | Q2 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $2M | 36.1K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $487,825 | 12.3K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $8,300 | 100 | Q2 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $7,002 | 168 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 25.2K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $153,972 | 3.7K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $29,176 | 700 | Q1 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.00% | $2,689 | 65 | Q1 2026 |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $16,672 | 400 | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $392,876 | 9.4K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $232,812 | 4.4K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $224,791 | 2.2K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $24,620 | 297 | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $228,907 | 5.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $320,849 | 7.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $803,180 | 19.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $266,058 | 3.2K | Q2 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $548,254 | 10.4K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $61,112 | 1.2K | Q4 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $2,636 | 50 | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $633,536 | 15.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $847,480 | 20.3K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $42,864 | 1.0K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $7,908 | 150 | Q4 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $2,855 | 69 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $22,189 | 532 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2M | 52.3K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.00% | $1,545 | 37 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $24,175 | 580 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $6,836 | 164 | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $41,680 | 1.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $237,499 | 4.5K | Q4 2025OLDER |
| AKUNA SECURITIES LLC$44.1B AUM | 0.00% | $233,992 | 5.6K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $3,032 | 73 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $31,632 | 600 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,093 | 50 | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $240,509 | 4.6K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,275 | 49 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $834 | 20 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $341,192 | 8.2K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $3,793 | 91 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $695,374 | 8.4K | Q2 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $912,056 | 17.3K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $93,637 | 2.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $884,033 | 21.2K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $89,570 | 2.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 121.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $470,190 | 11.3K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $751 | 18 | Q1 2026 |
| Westend Capital Management, LLC$333M AUM | 0.00% | $834 | 20 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 79.0K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $2,710 | 65 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $25,008 | 600 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $84,905 | 2.0K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $596,823 | 5.8K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $120,163 | 2.9K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,711 | 161 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $834 | 20 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $262,543 | 6.3K | Q1 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $250 | 6 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $518,730 | 12.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $433,305 | 10.4K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $434 | 10 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 24.2K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $10,003 | 240 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $17,423 | 418 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $4,980 | 60 | Q2 2025OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $143 | 3 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $155,042 | 4.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,038 | 24 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $14,476 | 140 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $245,788 | 4.7K | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $108 | 1 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $439 | 10 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $18,798 | 451 | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $25,096 | 10.6K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $10,259 | 238 | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $828 | 8 | Q3 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $4,001 | 96 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $15,879 | 301 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $8,764 | 210 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $5,002 | 120 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $335,524 | 8.1K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $255 | 6 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $83,000 | 1.0K | Q4 2025OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $245 | 3 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,167 | 52 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $23 | 1 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $23 | 1 | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.00% | $182 | 20.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $23,000 | 560 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $84 | 2 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $147,547 | 3.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2,501 | 60 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $42 | 1 | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $7 | 0 | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 0.00% | $87 | 1 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $271 | 6 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.