VODVODAFONE GROUP PLC
CUSIP 92857W308 · Yahoo Finance ↗ · Google Finance ↗
Vodafone Group PLC (VOD) has 541 institutional holders in Filings Flow’s 13F database, together reporting 189.14M shares worth $2.8B as of Q1 2026. The largest reported holders are Acr Alpine Capital Research, LLC, Arrowstreet Capital, Limited Partnership, and Goldman Sachs Group Inc.
Institutional Holders
541
Q1 2026
Reported Value
$2.8B
Ticker
VOD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SALT Holding Corp.$165M AUM | 34.68% | $57M | 3.82M | Q1 2026OLDER |
| Creek Drive Management Group LLC$433M AUM | 7.92% | $34M | 2.60M | Q2 2026 |
| ABC ARBITRAGE SA$753M AUM | 6.64% | $50M | 3.33M | Q1 2026OLDER |
| ACR Alpine Capital Research, LLC$6.7B AUM | 6.02% | $403M | 26.85M | Q1 2026OLDER |
| KEATING INVESTMENT COUNSELORS INC$404M AUM | 2.61% | $11M | 702.6K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 2.50% | $7M | 449.1K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 1.94% | $2M | 145.2K | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 1.63% | $3M | 190.5K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 1.39% | $6M | 400.0K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 1.18% | $3M | 267.0K | Q3 2025OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 1.00% | $88M | 5.85M | Q1 2026OLDER |
| Lombard Odier Asset Management (USA) Corp$957M AUM | 0.98% | $11M | 800.0K | Q4 2025OLDER |
| Clean Yield Group$355M AUM | 0.96% | $3M | 227.7K | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 0.96% | $1M | 99.3K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.90% | $3M | 220.1K | Q2 2026 |
| Michels Family Financial, LLC$139M AUM | 0.88% | $1M | 81.6K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.78% | $3M | 224.8K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.76% | $2M | 118 | Q3 2025OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.67% | $1M | 81.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.63% | $24M | 1.61M | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.59% | $2M | 114.8K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.52% | $586,560 | 39.1K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.51% | $2M | 154.6K | Q3 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.39% | $152M | 10.09M | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.38% | $1M | 96.8K | Q3 2025OLDER |
| WNY Asset Management, LLC$967M AUM | 0.37% | $4M | 329.2K | Q3 2025OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.37% | $433,432 | 28.9K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.33% | $974,053 | 73.7K | Q2 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.32% | $846,855 | 56.4K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.32% | $473,460 | 31.5K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.32% | $831,087 | 55.3K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.31% | $1M | 72.8K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.28% | $459,777 | 30.6K | Q1 2026OLDER |
| GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM | 0.27% | $4M | 300.0K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.23% | $7M | 457.9K | Q1 2026OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 0.23% | $831,720 | 71.7K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.23% | $14M | 963.2K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.21% | $213,404 | 14.2K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.21% | $365,737 | 24.4K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.20% | $388,823 | 25.9K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.19% | $11M | 745.4K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.19% | $234,941 | 15.6K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.19% | $23M | 2.03M | Q3 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.19% | $477,650 | 31.8K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.18% | $1M | 75.0K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.18% | $337M | 22.46M | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.18% | $3M | 228.9K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.17% | $669,069 | 50.6K | Q2 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.17% | $1M | 90.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.17% | $15M | 992.8K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.17% | $475,338 | 31.6K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.16% | $355,163 | 23.6K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.16% | $334,129 | 22.2K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.15% | $213,765 | 14.2K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.15% | $405,074 | 34.9K | Q3 2025OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.15% | $170,507 | 11.4K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.15% | $11M | 757.9K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.15% | $609,937 | 40.6K | Q1 2026OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.15% | $4M | 371.2K | Q3 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.14% | $15M | 979.5K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.14% | $159,841 | 12.1K | Q4 2025OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.14% | $638,072 | 42.5K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.14% | $1M | 117.1K | Q3 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.14% | $31M | 2.09M | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.14% | $747,237 | 49.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.13% | $2M | 122.8K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.12% | $211,250 | 13.5K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.12% | $21M | 1.39M | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.11% | $995,781 | 66.3K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.11% | $732,587 | 55.5K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.11% | $28M | 1.84M | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.11% | $6M | 372.9K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.11% | $350,097 | 23.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.11% | $284,133 | 18.9K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 0.11% | $168,863 | 11.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.11% | $22M | 1.44M | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.11% | $782,677 | 52.1K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.10% | $623,585 | 41.5K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.10% | $316,456 | 21.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.10% | $7M | 460.0K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.09% | $14M | 932.7K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.09% | $887,682 | 59.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.09% | $59M | 3.91M | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.09% | $3M | 171.5K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.09% | $152,384 | 10.1K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.09% | $8M | 682.2K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.09% | $254,260 | 21.9K | Q3 2025OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.09% | $232,119 | 15.5K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.09% | $195,721 | 13.0K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.09% | $171,015 | 11.4K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.08% | $274,105 | 18.2K | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.08% | $105,086 | 8.0K | Q4 2025OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.08% | $2M | 146.9K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.07% | $683,080 | 45.5K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.07% | $397,238 | 3.3K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.07% | $302,818 | 20.2K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.07% | $372,271 | 24.8K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 0.07% | $314,098 | 20.9K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.07% | $123,059 | 8.2K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.07% | $5M | 375.2K | Q2 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.07% | $347,863 | 23.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.07% | $2M | 143.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.06% | $5M | 341.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.06% | $1M | 94.4K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.06% | $863,794 | 74.5K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.06% | $2M | 139.7K | Q1 2026OLDER |
| WESTPORT ASSET MANAGEMENT INC$226M AUM | 0.06% | $135,015 | 9.0K | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.06% | $390,520 | 26.0K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.06% | $824,273 | 71.1K | Q3 2025OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.06% | $316,911 | 24.0K | Q2 2026 |
| Naviter Wealth, LLC$801M AUM | 0.05% | $435,043 | 29.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $711,834 | 61.4K | Q3 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.05% | $175,719 | 11.7K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 0.05% | $76,096 | 6.6K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 132.2K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.05% | $216,904 | 14.4K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.05% | $624,697 | 41.6K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.05% | $1M | 75.9K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.05% | $390,520 | 26.0K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.05% | $317,375 | 21.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 165.6K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $3M | 190.2K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.04% | $118,560 | 10.2K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $2M | 120.1K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.04% | $167,788 | 11.2K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.04% | $157,951 | 10.5K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.04% | $4M | 259.0K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $777,570 | 51.8K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.04% | $191,400 | 12.7K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.04% | $150,200 | 10.0K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.04% | $9M | 805.5K | Q3 2025OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.04% | $129,955 | 11.2K | Q3 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $280,559 | 18.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $248,523 | 15.1K | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $401,260 | 30.3K | Q2 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.04% | $505,573 | 38.3K | Q4 2025OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.03% | $491,997 | 291.5K | Q3 2025OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.03% | $146,513 | 12.6K | Q3 2025OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.03% | $168,690 | 11.2K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $614,530 | 40.9K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.03% | $11M | 724.2K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.03% | $61,151 | 6.1K | Q3 2025OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.03% | $710,751 | 53.8K | Q4 2025OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.03% | $148,626 | 11.3K | Q4 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $240,951 | 16.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $5M | 329.8K | Q2 2026 |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.03% | $754,124 | 50.2K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.03% | $13M | 882.8K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.03% | $139,664 | 12.0K | Q3 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.03% | $116,901 | 7.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 122.7K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $17M | 1.11M | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.03% | $2M | 165.3K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.03% | $30,626 | 2.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $6M | 389.1K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $428,265 | 28.5K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.03% | $214,771 | 14.3K | Q1 2026OLDER |
| Wallace Capital Management Inc.$871M AUM | 0.03% | $225,300 | 15.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $224M | 14.89M | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $405,150 | 77.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $15M | 988.7K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $1M | 72.5K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $213,479 | 16.2K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $922,107 | 68.4K | Q4 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $413,305 | 27.5K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.02% | $150,912 | 10.0K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.02% | $123,286 | 10.6K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $85M | 5.64M | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.02% | $199,195 | 13.3K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 85.7K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $41M | 2.72M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $783,488 | 52.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $42M | 2.83M | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.02% | $152,243 | 10.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $17M | 1.15M | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.02% | $535,027 | 35.6K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $199,661 | 13.3K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.02% | $138,440 | 10.5K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 237.8K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.02% | $43,604 | 2.9K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.02% | $162,065 | 10.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $562,145 | 37.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 74.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $600,019 | 39.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $446,473 | 29.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $347,529 | 26.3K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $735,576 | 49.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 274.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $931,695 | 62.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $368,764 | 31.8K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $2M | 101.3K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $436,917 | 29.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $38M | 2.51M | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.01% | $176,059 | 11.1K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $625,673 | 41.7K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $23,895 | 1.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $286,788 | 19.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $393,941 | 26.2K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $14,209 | 946 | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $222,404 | 16.8K | Q4 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $33,810 | 2.3K | Q1 2026OLDER |
| Evergreen Advisors, LLC$426M AUM | 0.01% | $54,417 | 3.6K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $24,032 | 1.6K | Q2 2026 |
| Auto-Owners Insurance Co$4.8B AUM | 0.01% | $596,790 | 39.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $84,097 | 5.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $13M | 866.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $155,951 | 10.4K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $32,098 | 2.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $193,106 | 14.6K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $627,651 | 41.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $14M | 931.1K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $223,483 | 14.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $137,739 | 12.6K | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $12,872 | 857 | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $216,213 | 14.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $297,234 | 20.2K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 83.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $12M | 768.1K | Q1 2026OLDER |
| Boit C F David$225M AUM | 0.01% | $23,641 | 1.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 642.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $511,118 | 34.0K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $24,768 | 1.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $337,800 | 22.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $258,251 | 2.3K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $85,824 | 5.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $127,941 | 8.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $729,447 | 48.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $553,254 | 36.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 80.3K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $6M | 374.8K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $16,493 | 1.2K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $547,119 | 36.4K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $167,635 | 11.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 68.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $281,916 | 18.8K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.01% | $4M | 251.7K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 72.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $271,131 | 20.5K | Q2 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.01% | $8,186 | 545 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $640,827 | 48.5K | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.01% | $23M | 1.53M | Q2 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $457,864 | 30.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $206,866 | 15.6K | Q2 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $5M | 313.6K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $18,655 | 1.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $145,358 | 11.0K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $316,036 | 21.0K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $328,470 | 21.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $43M | 2.85M | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $268,454 | 17.9K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $161,580 | 10.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $96M | 6.42M | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.01% | $10,664 | 710 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $266,124 | 20.1K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $2M | 133.6K | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $35,507 | 2.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $112M | 8.49M | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $12,301 | 819 | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.01% | $11,971 | 797 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $35M | 2.36M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $521,705 | 34.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $27M | 1.83M | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $27,701 | 1.8K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $47,556 | 3.6K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $168,096 | 12.7K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 71.9K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.01% | $193,527 | 14.7K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $11,610 | 773 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 99.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $171,873 | 11.4K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $6,750 | 449 | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $6,869 | 520 | Q4 2025OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.01% | $6,819 | 454 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 262.6K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $20,308 | 1.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 89.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $229,596 | 15.3K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $2M | 136.8K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.01% | $246,628 | 16.4K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $247,917 | 18.7K | Q2 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $19,977 | 1.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $7M | 488.5K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.00% | $317,343 | 21.1K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $142,919 | 10.8K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $90,646 | 6.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $195,951 | 13.0K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $10,113 | 673 | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $331,431 | 22.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $752,281 | 50.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $352,636 | 23.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 198.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $461,921 | 30.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $39,262 | 2.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $241,914 | 18.3K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 922.2K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.00% | $224,909 | 15.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $175,929 | 11.7K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $294,408 | 19.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $66M | 4.46M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $327,839 | 21.8K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $346,947 | 23.1K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 154.3K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.00% | $5,903 | 393 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $856,449 | 57.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $31M | 2.04M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $768,743 | 51.2K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $270,646 | 18.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $824,098 | 54.9K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $7,314 | 487 | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $7,285 | 628 | Q4 2025OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 0.00% | $195,906 | 13.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $9M | 609.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $277,471 | 18.5K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.00% | $11,250 | 749 | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $9,027 | 601 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $206,178 | 13.7K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 138.8K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $15,020 | 1.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 128.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $33M | 2.19M | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $11,535 | 768 | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $288,384 | 19.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 171.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $6,982 | 465 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $270,600 | 20.5K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $72,147 | 4.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $213,539 | 14.2K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $16,589 | 1.1K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $5,649 | 487 | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $25M | 1.67M | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $119,410 | 10.3K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $30,596 | 2.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 198.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $5M | 348.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $390,447 | 26.0K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.00% | $5,129 | 388 | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 780.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $489,939 | 32.6K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $10,920 | 727 | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $342,554 | 22.8K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $403,062 | 26.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 70.4K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $1M | 82.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $515,655 | 34.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $526,580 | 35.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $6,984 | 465 | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $182,618 | 12.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 958.3K | Q2 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.00% | $257,803 | 17.2K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $21,274 | 1.8K | Q3 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $265,095 | 17.7K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $4,010 | 267 | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $7,510 | 500 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $34,525 | 2.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $581,345 | 44.0K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $183,334 | 12.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $11,810 | 894 | Q2 2026 |
| Miller Global Investments, LLC$121M AUM | 0.00% | $2,936 | 222 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 346.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 112.2K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $5,330 | 500 | Q2 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $20,953 | 1.4K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.00% | $2,394 | 206 | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $8M | 536.6K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $7,134 | 475 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $3,605 | 240 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 952.0K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $17,213 | 1.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $174,491 | 13.2K | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $520,956 | 44.9K | Q3 2025OLDER |
| LGT Group Foundation$8.2B AUM | 0.00% | $181,598 | 15.8K | Q3 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $164,974 | 11.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $7,570 | 504 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $154,676 | 10.3K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $540,016 | 36.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $398,735 | 26.5K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $9,669 | 644 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $391,481 | 26.1K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $15,387 | 1.0K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $33,025 | 2.5K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $236,310 | 15.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $169,329 | 11.3K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $278,831 | 18.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $373,438 | 24.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 83.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $55,265 | 3.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 86.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $60,398 | 4.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $8M | 543.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $153,825 | 10.2K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $69,783 | 4.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $400,306 | 26.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $21,884 | 1.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $251,539 | 19.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $158,480 | 12.0K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $544,766 | 36.2K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,742 | 116 | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $3,755 | 250 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $99,154 | 6.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $29M | 1.93M | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $15,771 | 1.1K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $16,701 | 1.1K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $2,051 | 155 | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $4,035 | 305 | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $200,449 | 15.2K | Q4 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $488,586 | 32.5K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $10,654 | 677 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $472,179 | 40.5K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $711,041 | 53.8K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,893 | 126 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $7,820 | 592 | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $4,663 | 353 | Q4 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $6,639 | 442 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $9,553 | 636 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $3,065 | 204 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $20,773 | 1.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $166,751 | 11.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 76.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $3,989 | 302 | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $4,085 | 272 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $15,946 | 1.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 70.7K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $2,896 | 219 | Q2 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $5,618 | 374 | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.00% | $1,502 | 100 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $316,516 | 21.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 465.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $305,162 | 20.3K | Q2 2026 |
| Hilltop National Bank$468M AUM | 0.00% | $5,131 | 388 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $409,325 | 27.3K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $3,064 | 204 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $192,601 | 12.8K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $1,802 | 120 | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $4,536 | 302 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $5,723 | 381 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 281.3K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $1,839 | 139 | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $1,527 | 102 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $575,893 | 38.3K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $338,290 | 22.5K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,546 | 117 | Q4 2025OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.00% | $5,723 | 381 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $924,601 | 79.7K | Q3 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $4,866 | 324 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $165,498 | 11.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $483,644 | 32.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $542,582 | 36.1K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $3,019 | 201 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $256,497 | 17.1K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $2,033 | 135 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $4,056 | 270 | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.00% | $964 | 73 | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $152,297 | 10.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $17,516 | 1.3K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 355.3K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $2,918 | 194 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $143,931 | 9.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $386,314 | 25.4K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $159,735 | 12.1K | Q4 2025OLDER |
| Newton One Investments LLC$368M AUM | 0.00% | $2,809 | 187 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1M | 102.0K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $138,755 | 10.5K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $644,093 | 48.8K | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $1,098 | 73 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $146,879 | 12.7K | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $603,759 | 40.2K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.00% | $5,362 | 357 | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 0.00% | $1,172 | 78 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $554,494 | 36.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $38M | 2.55M | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 94.8K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $2,348 | 178 | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $2,253 | 150 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $2,253 | 150 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $9,343 | 622 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $1,112 | 74 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $2,253 | 150 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $37,236 | 3.2K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $702,744 | 46.8K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $5,227 | 348 | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.00% | $1,532 | 102 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $350,269 | 23.1K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $142,374 | 10.8K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $11,911 | 793 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $706,176 | 47.0K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $1,772 | 118 | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.00% | $706 | 47 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $6,158 | 410 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $3,065 | 204 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $23,356 | 1.6K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.00% | $1,066 | 71 | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $2,093 | 139 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $24,499 | 1.6K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $6,669 | 444 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,268 | 151 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $798,837 | 53.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $640,535 | 42.6K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $168,525 | 14.5K | Q3 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $1,802 | 120 | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $3,121 | 269 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.