UTESETFIS SER TR I
CUSIP 26923G806 · Yahoo Finance ↗ · Google Finance ↗
Etfis Ser Tr I (UTES) has 182 institutional holders in Filings Flow’s 13F database, together reporting 10.66M shares worth $853M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
182
Q1 2026
Reported Value
$853M
Ticker
UTES
Quarters Tracked
27
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ted Buchan & Co$275M AUM | 3.89% | $11M | 134.0K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 3.36% | $13M | 158.9K | Q1 2026 |
| Macro Advisors, Inc.$242M AUM | 2.55% | $6M | 77.2K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 2.35% | $11M | 131.5K | Q1 2026 |
| BostonPremier Wealth LLC$194M AUM | 2.25% | $4M | 54.4K | Q1 2026 |
| LeClair Wealth Partners LLC$289M AUM | 2.07% | $6M | 75.0K | Q1 2026 |
| Blue Water Asset Management$289M AUM | 2.07% | $6M | 75.0K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.92% | $9M | 116.8K | Q1 2026 |
| HEFFERNAN ADVISORY, INC$108M AUM | 1.49% | $2M | 20.1K | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 1.34% | $4M | 45.3K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 1.25% | $4M | 46.3K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 1.06% | $9M | 116.5K | Q1 2026 |
| Comprehensive Wealth Management, LLC$198M AUM | 0.99% | $2M | 24.5K | Q1 2026 |
| Sunbeam Capital Management, LLC$175M AUM | 0.98% | $2M | 21.4K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.94% | $17M | 215.2K | Q1 2026 |
| Family Legacy, Inc.$333M AUM | 0.90% | $3M | 37.5K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.90% | $1M | 13.3K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.84% | $1M | 18.3K | Q1 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.84% | $974,780 | 12.2K | Q1 2026 |
| Transcendent Capital Group LLC$219M AUM | 0.84% | $2M | 22.4K | Q3 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.56% | $6M | 80.7K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.54% | $1M | 13.5K | Q1 2026 |
| Red Mountain Financial, LLC$106M AUM | 0.53% | $564,083 | 7.1K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.50% | $762,495 | 9.5K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.42% | $2M | 23.8K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.41% | $4M | 49.2K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.40% | $2M | 21.8K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.38% | $6M | 73.8K | Q1 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.37% | $4M | 43.9K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.37% | $16M | 197.5K | Q1 2026 |
| Advisory Resource Group$581M AUM | 0.35% | $2M | 25.6K | Q1 2026 |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.34% | $379,925 | 4.8K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.32% | $4M | 52.2K | Q1 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.30% | $688,818 | 8.6K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.29% | $814,820 | 10.2K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.28% | $419,496 | 5.3K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.27% | $581,912 | 7.3K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.24% | $3M | 40.0K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.23% | $10M | 125.9K | Q1 2026 |
| Phoenix Wealth Advisors$253M AUM | 0.23% | $588,543 | 7.4K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.18% | $3M | 32.7K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.17% | $16M | 195.5K | Q1 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.16% | $287,001 | 3.6K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.16% | $621,051 | 7.8K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.14% | $2M | 25.8K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.14% | $394,727 | 5.2K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.13% | $3M | 34.5K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.12% | $1M | 17.0K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.12% | $3M | 38.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.11% | $5M | 63.0K | Q2 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.11% | $385,038 | 4.8K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.10% | $706,478 | 8.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.10% | $5M | 68.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.10% | $3M | 35.8K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $1M | 13.3K | Q1 2026 |
| Weil Company, Inc.$445M AUM | 0.10% | $423,470 | 5.3K | Q1 2026 |
| KIECKHEFER GROUP LLC$212M AUM | 0.09% | $200,549 | 2.5K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 22.5K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.08% | $156,417 | 2.0K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.08% | $357,793 | 4.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $2M | 12.4K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.08% | $264,153 | 3.3K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 0.08% | $255,226 | 3.2K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $578,770 | 7.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $45M | 562.2K | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.06% | $96,740 | 1.2K | Q4 2025OLDER |
| IAM Advisory, LLC$446M AUM | 0.06% | $252,059 | 3.0K | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.06% | $218,766 | 2.7K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $682,825 | 8.5K | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.05% | $371,695 | 4.7K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.05% | $825,691 | 10.0K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.05% | $682,523 | 8.6K | Q4 2025OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.05% | $455,430 | 5.7K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.05% | $881,057 | 11.0K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 15.5K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $567,058 | 7.1K | Q1 2026 |
| Secure Asset Management, LLC$632M AUM | 0.04% | $270,377 | 3.4K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $513,087 | 6.5K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $812,499 | 10.2K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $636,208 | 8.0K | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.04% | $92,684 | 1.2K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 24.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 14.4K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.03% | $208,683 | 2.5K | Q4 2025OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.03% | $398,701 | 5.0K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 23.4K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $317,167 | 3.9K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 50.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $28M | 350.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $95M | 1.18M | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $402,000 | 5.1K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.02% | $215,528 | 2.7K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $9M | 109.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $673,158 | 8.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $255,360 | 3.2K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $369,774 | 4.4K | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 52.6K | Q2 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $365,060 | 4.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $15M | 188.8K | Q1 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.02% | $32,360 | 405 | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 22.2K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $323,594 | 4.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 12.9K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.02% | $210,856 | 2.6K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $354,526 | 4.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 187.7K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $707,500 | 8.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $467,255 | 5.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 32.9K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $331,827 | 4.2K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $597,332 | 7.5K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $539,969 | 6.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $169M | 2.11M | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $19,096 | 239 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $276,498 | 3.5K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $692,813 | 8.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 24.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $720,059 | 9.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $791,582 | 9.9K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $77,850 | 933 | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 20.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $332,342 | 4.0K | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $139,426 | 1.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 110.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 78.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 21.7K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $253,283 | 3.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $768,528 | 9.7K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $977,765 | 12.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $20M | 244.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $32M | 400.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $66M | 821.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $431,015 | 5.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 184.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $84,067 | 1.1K | Q2 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $802,141 | 10.0K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.00% | $5,513 | 69 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $609,105 | 7.6K | Q1 2026 |
| United Financial Planning Group LLC$169M AUM | 0.00% | $5,448 | 69 | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $249,826 | 3.0K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $541,693 | 6.5K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $15M | 186.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $243,006 | 3.0K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $206,151 | 2.6K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $10,387 | 130 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $44,984 | 563 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $37,089 | 460 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $134,773 | 1.6K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $7,990 | 100 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 30.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $264,297 | 3.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $365,980 | 4.8K | Q2 2025OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $2,053 | 26 | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $6,488 | 77 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $148,268 | 1.9K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $711,271 | 8.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $472,015 | 5.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $407,956 | 5.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 45.5K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,644 | 121 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $25,888 | 324 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $19,738 | 250 | Q4 2025OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $2,007 | 25 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $288,584 | 3.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 39.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $25,127 | 314 | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $1,184 | 15 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $10,097 | 128 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $231,349 | 2.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $18,159 | 230 | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $7,990 | 100 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $79,029 | 1.0K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $4,263 | 54 | Q1 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $1,000 | 16 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $799 | 10 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $333,742 | 4.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $376,986 | 4.8K | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,838 | 23 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,004 | 248 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 20.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $39,950 | 500 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $79,980 | 1.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $16,779 | 210 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $123,658 | 1.5K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $640,768 | 8.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $3,664 | 46 | Q1 2026 |
| Trust Co$1.1B AUM | 0.00% | $1,050 | 13 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $53,291 | 675 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $4,155 | 52 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $947 | 12 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,077 | 26 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $9,109 | 114 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $3,835 | 48 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $27,609 | 332 | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $10,067 | 126 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $158,769 | 2.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,876 | 36 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $8,789 | 110 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,026 | 13 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $80 | 1 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $158 | 2 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.