URAGLOBAL X FDS
CUSIP 37954Y871 · Yahoo Finance ↗ · Google Finance ↗
Global X Fds (URA) has 517 institutional holders in Filings Flow’s 13F database, together reporting 52.38M shares worth $2.5B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
517
Q1 2026
Reported Value
$2.5B
Ticker
URA
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lloyd Harbor Capital Management, LLC$245M AUM | 15.78% | $41M | 850.0K | Q3 2025OLDER |
| Avid Wealth Partners LLC$212M AUM | 6.49% | $14M | 283.7K | Q1 2026 |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 3.66% | $15M | 301.1K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 2.62% | $9M | 191.8K | Q1 2026 |
| VMS Asset Management Limited$164M AUM | 2.55% | $7M | 154.7K | Q4 2025OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 2.51% | $6M | 115.2K | Q1 2026 |
| Ariose Capital Management Ltd$149M AUM | 2.50% | $4M | 76.9K | Q1 2026 |
| Harbour Wealth Management Group, Inc.$133M AUM | 2.18% | $3M | 59.7K | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 2.17% | $9M | 181.6K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 2.16% | $17M | 335.4K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 2.13% | $11M | 242.5K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 1.85% | $21M | 438.1K | Q1 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 1.66% | $12M | 244.6K | Q3 2025OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 1.65% | $3M | 71.1K | Q1 2026 |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 1.64% | $9M | 185.1K | Q1 2026 |
| Bensler, LLC$969M AUM | 1.63% | $16M | 382.0K | Q4 2025OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 1.62% | $5M | 100.2K | Q1 2026 |
| Tandem Financial, LLC$314M AUM | 1.56% | $1M | 47.4K | Q4 2025OLDER |
| Arosa Capital Management LP$660M AUM | 1.47% | $10M | 200.0K | Q1 2026 |
| Koa Wealth Management, LLC$138M AUM | 1.40% | $2M | 39.9K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 1.38% | $1M | 28.5K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.37% | $14M | 363.9K | Q2 2025OLDER |
| Madrona Financial Services, LLC$457M AUM | 1.37% | $6M | 128.9K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 1.30% | $30M | 625.2K | Q1 2026 |
| Windmill Hill Asset Management Ltd$321M AUM | 1.27% | $4M | 84.2K | Q1 2026 |
| Melqart Asset Management (UK) Ltd$1.0B AUM | 1.18% | $12M | 246.3K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 1.16% | $3M | 66.5K | Q1 2026 |
| McHugh Group, LLC$169M AUM | 1.12% | $2M | 39.2K | Q1 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 1.08% | $3M | 67.8K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 1.05% | $6M | 144.1K | Q4 2025OLDER |
| URS Advisory LLC$137M AUM | 1.04% | $1M | 29.3K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.95% | $1M | 26.0K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.95% | $5M | 95.2K | Q1 2026 |
| Kapitalo Investimentos Ltda$531M AUM | 0.94% | $5M | 106.3K | Q3 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.94% | $99M | 2.04M | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 0.92% | $8M | 156.3K | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 0.90% | $2M | 34.2K | Q1 2026 |
| Trinity Legacy Partners, LLC$462M AUM | 0.89% | $4M | 77.8K | Q1 2026 |
| Ripple Effect Asset Management LP$679M AUM | 0.86% | $6M | 150.0K | Q2 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.81% | $5M | 107.9K | Q1 2026 |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.76% | $2M | 35.6K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.76% | $14M | 284.6K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.74% | $14M | 289.4K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.73% | $1M | 25.2K | Q1 2026 |
| Apex Wealth Management, LLC$146M AUM | 0.71% | $1M | 21.2K | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.70% | $3M | 66.1K | Q1 2026 |
| Global X Japan Co., Ltd.$1.9B AUM | 0.70% | $14M | 281.8K | Q1 2026 |
| Spectrum Strategic Capital Management, LLC$186M AUM | 0.69% | $1M | 26.6K | Q1 2026 |
| Sound Financial Strategies Group, LLC$147M AUM | 0.66% | $961,820 | 19.9K | Q1 2026 |
| Hutchinson Financial Advisors, INC$102M AUM | 0.63% | $645,404 | 13.5K | Q3 2025OLDER |
| SMART Wealth LLC$341M AUM | 0.63% | $2M | 44.6K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.62% | $5M | 104.1K | Q1 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.57% | $1M | 28.8K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.57% | $12M | 249.3K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 0.56% | $842,502 | 19.7K | Q4 2025OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.55% | $5M | 93.0K | Q1 2026 |
| Freemont Management S.A.$661M AUM | 0.51% | $3M | 70.0K | Q1 2026 |
| Massar Capital Management, LP$934M AUM | 0.51% | $5M | 97.5K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.50% | $10M | 198.5K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.49% | $11M | 257.8K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.49% | $4M | 84.0K | Q1 2026 |
| Q3 Asset Management$412M AUM | 0.48% | $1M | 29.4K | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.45% | $7M | 154.7K | Q1 2026 |
| Client First Investment Management LLC$237M AUM | 0.44% | $864,066 | 18.1K | Q3 2025OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.40% | $12M | 248.8K | Q1 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.40% | $3M | 65.3K | Q4 2025OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.39% | $855,113 | 20.0K | Q4 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.39% | $5M | 100.0K | Q3 2025OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.39% | $1M | 25.3K | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.37% | $61M | 1.26M | Q1 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.35% | $496,138 | 11.6K | Q4 2025OLDER |
| Cypress Capital Group$889M AUM | 0.34% | $3M | 63.1K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.34% | $1M | 21.6K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.34% | $492,908 | 10.3K | Q3 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.33% | $1M | 27.0K | Q2 2025OLDER |
| Lane Generational LLC$126M AUM | 0.32% | $400,322 | 8.3K | Q1 2026 |
| Capital Wealth Alliance, LLC$221M AUM | 0.32% | $698,796 | 14.4K | Q1 2026 |
| Palumbo Wealth Management LLC$410M AUM | 0.31% | $1M | 26.5K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.31% | $4M | 90.3K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.31% | $605,375 | 12.5K | Q1 2026 |
| Fiduciary Planning LLC$331M AUM | 0.31% | $1M | 20.9K | Q1 2026 |
| Persium Advisors, LLC$127M AUM | 0.31% | $411,058 | 8.6K | Q3 2025OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.30% | $498,829 | 10.3K | Q1 2026 |
| X-Square Capital, LLC$297M AUM | 0.30% | $896,000 | 18.5K | Q1 2026 |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.29% | $17M | 350.0K | Q1 2026 |
| Systelligence, LLC$514M AUM | 0.28% | $1M | 30.2K | Q1 2026 |
| Ursa Fund Management, LLC$108M AUM | 0.28% | $7M | 160.7K | Q4 2025OLDER |
| Forum Finance Group S.A.$184M AUM | 0.28% | $517,000 | 13.5K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.28% | $669,463 | 13.8K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.27% | $8M | 186.5K | Q4 2025OLDER |
| PERISCOPE CAPITAL INC.$902M AUM | 0.27% | $2M | 50.0K | Q1 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 0.26% | $952,957 | 19.7K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.26% | $1M | 21.1K | Q1 2026 |
| Lauer Wealth, LLC$126M AUM | 0.26% | $323,923 | 6.3K | Q1 2026 |
| FreeGulliver LLC$237M AUM | 0.26% | $692,952 | 16.2K | Q4 2025OLDER |
| Owen LaRue, LLC$261M AUM | 0.25% | $663,491 | 13.7K | Q1 2026 |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.25% | $578,303 | 11.9K | Q1 2026 |
| SHARPEPOINT LLC$168M AUM | 0.25% | $411,685 | 8.5K | Q1 2026 |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.23% | $942,480 | 30.6K | Q4 2025OLDER |
| Kassira Wealth Management LLC$109M AUM | 0.23% | $246,702 | 5.1K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.22% | $2M | 44.6K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 0.22% | $466,522 | 9.6K | Q1 2026 |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.22% | $3M | 66.3K | Q3 2025OLDER |
| Balboa Wealth Partners$596M AUM | 0.21% | $1M | 26.3K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.21% | $497,376 | 10.3K | Q1 2026 |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.21% | $339,010 | 7.0K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.20% | $4M | 79.2K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.20% | $712,402 | 16.7K | Q4 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.20% | $614,528 | 12.7K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.20% | $240,877 | 5.1K | Q3 2025OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.20% | $2M | 34.4K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.19% | $331,912 | 6.9K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.18% | $2M | 48.0K | Q1 2026 |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 0.18% | $1M | 28.8K | Q3 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.18% | $40M | 840.0K | Q3 2025OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.17% | $622,907 | 12.9K | Q1 2026 |
| Lansing Street Advisors$397M AUM | 0.17% | $636,809 | 13.4K | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.17% | $1M | 29.1K | Q3 2025OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.16% | $604,275 | 14.1K | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.16% | $85M | 1.75M | Q1 2026 |
| Southeast Asset Advisors, LLC$913M AUM | 0.16% | $2M | 40.0K | Q4 2025OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.16% | $687,953 | 16.1K | Q4 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.16% | $1M | 22.4K | Q4 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.15% | $2M | 43.1K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.15% | $3M | 65.6K | Q4 2025OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.15% | $527,165 | 10.9K | Q1 2026 |
| Ulland Investment Advisors, LLC$117M AUM | 0.15% | $173,000 | 3.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.15% | $12M | 243.0K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.15% | $772,878 | 16.0K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.14% | $2M | 41.7K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.14% | $632,593 | 13.1K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.14% | $1M | 25.0K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.13% | $1M | 21.0K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.13% | $393,591 | 8.1K | Q1 2026 |
| Revisor Wealth Management LLC$362M AUM | 0.13% | $470,916 | 9.7K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 0.13% | $768,296 | 15.9K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.13% | $402,066 | 8.3K | Q1 2026 |
| Carrera Capital Advisors$649M AUM | 0.13% | $816,259 | 16.9K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.13% | $695,310 | 14.4K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.13% | $1M | 24.2K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.13% | $1M | 22.9K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.12% | $3M | 62.1K | Q1 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.12% | $5M | 94.4K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.12% | $91M | 2.01M | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.12% | $2M | 46.1K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.12% | $239,776 | 5.0K | Q1 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.12% | $277,338 | 5.3K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.12% | $6M | 114.4K | Q1 2026 |
| Stamos Capital Partners, L.P.$640M AUM | 0.12% | $756,283 | 15.6K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 0.11% | $357,949 | 8.4K | Q4 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.11% | $404,245 | 8.3K | Q1 2026 |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.11% | $5M | 115.0K | Q4 2025OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.11% | $732,504 | 15.1K | Q1 2026 |
| Money Design Co.,Ltd.$2.1B AUM | 0.11% | $2M | 60.6K | Q2 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.11% | $1M | 27.2K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.10% | $1M | 26.6K | Q1 2026 |
| Aspen Investment Management Inc$327M AUM | 0.10% | $337,000 | 7.0K | Q1 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 0.10% | $1M | 26.7K | Q1 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.10% | $492,775 | 10.2K | Q1 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.10% | $254,155 | 5.9K | Q4 2025OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.10% | $189,332 | 3.9K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.09% | $36M | 672.0K | Q1 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.09% | $4M | 82.2K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.09% | $5M | 109.5K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.09% | $252,514 | 5.2K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.09% | $211,728 | 5.0K | Q4 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.09% | $884,199 | 18.3K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.09% | $726,795 | 18.7K | Q2 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.09% | $347,433 | 7.2K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.09% | $389,862 | 8.1K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.09% | $740,979 | 15.3K | Q1 2026 |
| Vectors Research Management, LLC$342M AUM | 0.08% | $286,706 | 5.9K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.08% | $12M | 244.2K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.08% | $2M | 32.9K | Q1 2026 |
| Sava Infond d.o.o.$1.4B AUM | 0.08% | $581,160 | 12.0K | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.08% | $158,360 | 3.3K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.08% | $7M | 141.8K | Q1 2026 |
| K.J. Harrison & Partners Inc$608M AUM | 0.08% | $491,952 | 10.2K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.08% | $227,960 | 4.7K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.08% | $232,997 | 4.8K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.08% | $514,339 | 10.6K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.08% | $112,890 | 2.3K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $625,384 | 16.1K | Q2 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.08% | $420,378 | 9.8K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.08% | $963,739 | 19.9K | Q1 2026 |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.08% | $314,165 | 6.5K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.08% | $928,944 | 23.9K | Q2 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.08% | $1M | 27.7K | Q1 2026 |
| Diametric Capital, LP$385M AUM | 0.07% | $288,110 | 5.9K | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.07% | $17M | 344.6K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.07% | $403,115 | 9.4K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.07% | $2M | 34.1K | Q1 2026 |
| SPX Gestao de Recursos Ltda$1.2B AUM | 0.07% | $776,200 | 20.0K | Q2 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.07% | $431,288 | 7.6K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.07% | $352,315 | 7.3K | Q1 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 0.07% | $293,201 | 6.2K | Q3 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.07% | $401,824 | 8.3K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.07% | $12M | 242.5K | Q1 2026 |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.07% | $296,101 | 6.1K | Q1 2026 |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.07% | $278,870 | 5.8K | Q3 2025OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.07% | $220,235 | 4.6K | Q3 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.07% | $1M | 21.5K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 58.3K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.07% | $2M | 50.0K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.06% | $909,709 | 18.8K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.06% | $327,435 | 6.8K | Q1 2026 |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.06% | $249,548 | 6.4K | Q2 2025OLDER |
| BAYBAN$115M AUM | 0.06% | $72,645 | 1.5K | Q1 2026 |
| EWA, LLC$548M AUM | 0.06% | $274,018 | 5.7K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.06% | $825,991 | 17.1K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 0.06% | $505,512 | 10.4K | Q1 2026 |
| HAP TRADING, LLC$1.4B AUM | 0.06% | $810,615 | 168.4K | Q3 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.06% | $72,645 | 1.5K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.05% | $3M | 66.1K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.05% | $256,029 | 4.5K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.05% | $18M | 371.7K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $238,356 | 4.9K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.05% | $208,996 | 4.3K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 60.2K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.05% | $462,313 | 9.5K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.05% | $480,672 | 9.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.05% | $444M | 9.18M | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.05% | $1M | 25.2K | Q1 2026 |
| Hikari Tsushin, Inc.$1.5B AUM | 0.05% | $697,634 | 14.4K | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.05% | $170,000 | 4.0K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $3M | 71.9K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.05% | $964,241 | 19.9K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.05% | $224,618 | 4.6K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.05% | $271,640 | 5.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 39.7K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.04% | $499,582 | 10.5K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 26.9K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $778,018 | 16.1K | Q1 2026 |
| Global Endowment Management, LP$896M AUM | 0.04% | $387,000 | 8.0K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.04% | $3M | 63.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 24.1K | Q1 2026 |
| All Terrain Financial Advisors, LLC$425M AUM | 0.04% | $179,191 | 3.7K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $525,467 | 10.8K | Q1 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.04% | $2M | 37.8K | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.04% | $203,752 | 5.3K | Q2 2025OLDER |
| Symmetry Investments LP$913M AUM | 0.04% | $848,526 | 17.8K | Q3 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.04% | $306,533 | 6.3K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.04% | $10M | 206.6K | Q1 2026 |
| STEVENS CAPITAL MANAGEMENT LP$649M AUM | 0.04% | $262,000 | 5.4K | Q1 2026 |
| Oak Grove Capital LLC$1.2B AUM | 0.04% | $240,117 | 6.2K | Q2 2025OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.04% | $456,792 | 9.4K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 22.3K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 41.9K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $30M | 612.4K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 24.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 60.6K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $689,373 | 14.2K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $257,262 | 5.3K | Q1 2026 |
| MATAURO, LLC$692M AUM | 0.04% | $226,803 | 4.8K | Q3 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.04% | $71,064 | 1.5K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.04% | $2M | 46.3K | Q1 2026 |
| DAGCO, INC.$461M AUM | 0.03% | $161,279 | 3.3K | Q1 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.03% | $478,392 | 9.9K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 30.7K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $377,754 | 7.8K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $671,952 | 13.9K | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.03% | $90,564 | 1.9K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.03% | $372,911 | 7.7K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.03% | $1M | 21.8K | Q1 2026 |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.03% | $77,488 | 1.6K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.03% | $506,094 | 10.4K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.03% | $85,963 | 1.8K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.03% | $2M | 45.9K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 25.2K | Q1 2026 |
| Berman McAleer LLC$733M AUM | 0.03% | $215,514 | 4.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 39.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $910,000 | 18.8K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.03% | $17M | 352.5K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.03% | $746,306 | 15.4K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $245,877 | 5.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 91.9K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.03% | $263,944 | 5.5K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $244,742 | 5.1K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $269,599 | 5.6K | Q1 2026 |
| Stelac Advisory Services LLC$494M AUM | 0.03% | $131,391 | 2.7K | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 0.03% | $489,143 | 10.1K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 0.03% | $105,494 | 2.2K | Q3 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.03% | $381,360 | 8.0K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $7M | 165.9K | Q4 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.03% | $33,368 | 689 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.03% | $10M | 200.5K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $559,851 | 11.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $93M | 1.92M | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $994,025 | 20.5K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $228,251 | 4.7K | Q1 2026 |
| Euro Pacific Asset Management, LLC$1.0B AUM | 0.02% | $245,000 | 6.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 101.1K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.02% | $551,521 | 11.4K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.02% | $324,820 | 6.7K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.02% | $24,215 | 500 | Q1 2026 |
| Harvest Fund Management Co., Ltd$2.4B AUM | 0.02% | $632,000 | 14.8K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $328,449 | 8.5K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 50.7K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $511,915 | 10.6K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $240,085 | 5.0K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $1M | 25.1K | Q4 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $833,710 | 17.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $312M | 6.43M | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $44,701 | 923 | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 22.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $21M | 429.9K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $496,882 | 10.3K | Q1 2026 |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $216,136 | 4.5K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 28.2K | Q1 2026 |
| Mint Tower Capital Management B.V.$1.1B AUM | 0.02% | $242,000 | 5.0K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $200,141 | 5.4K | Q2 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.02% | $169,505 | 3.5K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.02% | $3M | 67.4K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $66,996 | 1.6K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $735,488 | 15.2K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $387,247 | 8.0K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $547,415 | 11.3K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.02% | $32,518 | 761 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $200,468 | 4.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $104M | 2.15M | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.02% | $48,147 | 1.0K | Q3 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.02% | $1M | 21.8K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $275,824 | 5.7K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.02% | $275,385 | 5.7K | Q1 2026 |
| Inlight Wealth Management, LLC$270M AUM | 0.02% | $51,276 | 1.2K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $1M | 30.8K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $280,708 | 7.2K | Q2 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $50,769 | 1.1K | Q3 2025OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.02% | $297,264 | 6.1K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $653,660 | 13.5K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $3M | 62.0K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.02% | $46,929 | 969 | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $511,460 | 22.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $136M | 2.81M | Q1 2026 |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.02% | $192,000 | 60.0K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $641,416 | 13.2K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.02% | $252,176 | 5.2K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.02% | $702,616 | 18.1K | Q2 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.02% | $48,430 | 1.0K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.02% | $287,887 | 5.9K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $356,026 | 8.3K | Q4 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.02% | $68,452 | 1.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.02% | $577,092 | 11.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 71.6K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $22M | 458.4K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $969,944 | 20.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $592,154 | 12.2K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.02% | $7M | 138.1K | Q1 2026 |
| Gould Capital, LLC$165M AUM | 0.02% | $25,910 | 535 | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $423,815 | 8.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $97M | 1.99M | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $3M | 70.0K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.02% | $23M | 470.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 113.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $7M | 153.1K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.02% | $11M | 265.1K | Q4 2025OLDER |
| WFA Asset Management Corp$184M AUM | 0.01% | $26,113 | 902 | Q2 2025OLDER |
| Greenwich Wealth Management LLC$2.4B AUM | 0.01% | $360,000 | 7.4K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $301,041 | 6.2K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.01% | $354,646 | 9.1K | Q2 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $8M | 169.3K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $89,354 | 1.8K | Q1 2026 |
| SUMMER ROAD LLC$142M AUM | 0.01% | $20,302 | 419 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $23M | 479.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 208.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $10M | 196.8K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $6M | 115.4K | Q1 2026 |
| JTC Employer Solutions Trustee Ltd$1.2B AUM | 0.01% | $161,000 | 3.3K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $935,425 | 19.3K | Q1 2026 |
| Centerpoint Advisors, LLC$307M AUM | 0.01% | $41,000 | 850 | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $346,355 | 7.2K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $427,300 | 10.0K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 47.9K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.01% | $816,143 | 19.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 50.2K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $45,669 | 943 | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $5M | 138.0K | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $30M | 627.4K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $376,024 | 8.8K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $4M | 77.5K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $366,260 | 7.6K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $287,723 | 5.9K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $220,115 | 4.3K | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $590,032 | 12.2K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.01% | $84,808 | 2.2K | Q2 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $372,130 | 7.7K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.01% | $27,775 | 650 | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 22.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $931,793 | 19.5K | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 68.0K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.01% | $106,125 | 2.2K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $5M | 110.6K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $21,897 | 452 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 63.1K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $241,763 | 5.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $370,837 | 7.7K | Q1 2026 |
| Welch Group, LLC$2.7B AUM | 0.01% | $289,643 | 6.1K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 36.3K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $949,567 | 19.6K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $802,169 | 16.6K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $442,265 | 9.1K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $232,187 | 4.8K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $25,910 | 535 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 206.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $534,938 | 11.0K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.01% | $33,000 | 675 | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.01% | $12,620 | 267 | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $319,184 | 5.8K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $65M | 1.37M | Q3 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $274,439 | 5.7K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $137,883 | 2.8K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $825,489 | 17.0K | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $60,992 | 1.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $560,182 | 13.1K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $423,213 | 10.9K | Q2 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $220,122 | 4.5K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 25.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $19M | 399.0K | Q1 2026 |
| Cypress Capital Management LLC (WY)$108M AUM | 0.01% | $10,073 | 208 | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $807,434 | 16.9K | Q3 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $29,058 | 600 | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 0.01% | $212,274 | 4.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $152M | 3.55M | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $680,036 | 14.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $6M | 118.4K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $209,121 | 4.3K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $689,084 | 14.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $859,375 | 18.0K | Q3 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $250,528 | 5.2K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $135M | 2.98M | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.01% | $15,330 | 395 | Q2 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $3M | 67.8K | Q1 2026 |
| HAP Trading, LLC$1.1B AUM | 0.01% | $90,730 | 13.9K | Q2 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.01% | $3M | 58.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 187.8K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $346,275 | 7.2K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.01% | $10,099 | 209 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $35M | 733.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $47M | 961.5K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $1M | 20.8K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 24.6K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $581,160 | 12.0K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $34,376 | 709 | Q1 2026 |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 0.01% | $263,675 | 6.8K | Q2 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $298,382 | 5.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 21.8K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $3M | 64.7K | Q1 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $20,290 | 426 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $253,101 | 5.2K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.01% | $962,934 | 20.2K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $85,818 | 1.8K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 0.01% | $9,703 | 250 | Q2 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $13,658 | 282 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $49M | 1.01M | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.01% | $762,720 | 16.0K | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $446,918 | 9.2K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.01% | $7M | 138.8K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $233,159 | 4.8K | Q1 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV$365M AUM | 0.01% | $26,000 | 555 | Q1 2026 |
| Arkos Global Advisors$797M AUM | 0.01% | $56,000 | 1.2K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.01% | $13,560 | 280 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $4M | 86.9K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $234,000 | 4.8K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $140,000 | 2.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 24.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $817,677 | 16.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $20M | 416.2K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $622,875 | 12.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 24.9K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.01% | $262,491 | 5.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $526,524 | 10.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $800,568 | 16.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $175,571 | 3.6K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $157,000 | 3.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 27.6K | Q2 2025OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.01% | $12,108 | 250 | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $17M | 353.8K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $42,730 | 1.0K | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $246,987 | 6.4K | Q2 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $16,757 | 346 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 110.3K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $26,637 | 550 | Q1 2026 |
| Modus Advisors, LLC$363M AUM | 0.01% | $20,639 | 483 | Q4 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.01% | $1M | 26.0K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $859,003 | 17.7K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $145,923 | 3.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $795,911 | 16.4K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $110,940 | 101.3K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 28.9K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 22.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $560,769 | 11.6K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $100,088 | 2.3K | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $4M | 82.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3M | 54.8K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.00% | $16,429 | 345 | Q3 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.00% | $226,620 | 4.8K | Q3 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 50.7K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $434,542 | 9.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $1M | 22.2K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $31,964 | 660 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.