VPLVANGUARD INTL EQUITY INDEX F
CUSIP 922042866 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Intl Equity Index F (VPL) has 426 institutional holders in Filings Flow’s 13F database, together reporting 37.08M shares worth $3.3B as of Q1 2026. The largest reported holders are Mather Group, LLC., Morgan Stanley, and Charles Schwab Investment Management Inc.
Institutional Holders
426
Q1 2026
Reported Value
$3.3B
Ticker
VPL
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Addis & Hill, Inc$181M AUM | 11.53% | $19M | 194.0K | Q1 2026 |
| Silphium Asset Management Ltd$264M AUM | 7.50% | $20M | 202.7K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 5.77% | $579M | 5.92M | Q1 2026 |
| Zeit Capital LLC$149M AUM | 5.51% | $8M | 84.3K | Q1 2026 |
| Jacobs Equity LLC$112M AUM | 5.40% | $6M | 53.6K | Q1 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 5.26% | $17M | 176.2K | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 5.01% | $116M | 1.23M | Q1 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 4.88% | $28M | 283.4K | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 4.52% | $8M | 85.0K | Q1 2026 |
| Latigo Investments, LLC$201M AUM | 4.48% | $9M | 105.8K | Q2 2025OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 4.37% | $11M | 112.1K | Q1 2026 |
| Obsido Oy$165M AUM | 4.21% | $7M | 71.3K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 3.90% | $91M | 932.9K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 3.67% | $61M | 627.0K | Q1 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 3.52% | $60M | 618.0K | Q1 2026 |
| Regency Capital Management Inc.\DE$224M AUM | 3.17% | $7M | 72.4K | Q1 2026 |
| Madson Wealth Advisors Inc$120M AUM | 3.13% | $4M | 38.5K | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 2.91% | $12M | 121.0K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 2.83% | $40M | 408.0K | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 2.68% | $7M | 76.0K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 2.63% | $24M | 250.4K | Q1 2026 |
| Cooksen Wealth, LLC$138M AUM | 2.51% | $3M | 35.3K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 2.49% | $13M | 129.2K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 2.47% | $9M | 89.8K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 2.38% | $25M | 251.9K | Q1 2026 |
| LINCOLN NATIONAL CORP$3.5B AUM | 2.19% | $76M | 773.8K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 1.88% | $5M | 48.8K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 1.87% | $6M | 57.4K | Q1 2026 |
| Integris Wealth Management, LLC$495M AUM | 1.82% | $8M | 81.1K | Q1 2026 |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.82% | $77M | 787.9K | Q1 2026 |
| Access Investment Management LLC$376M AUM | 1.78% | $7M | 68.3K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 1.60% | $12M | 132.0K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 1.44% | $6M | 59.9K | Q1 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 1.36% | $56M | 574.7K | Q1 2026 |
| Resolute Advisors LLC$242M AUM | 1.27% | $3M | 31.4K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.24% | $11M | 111.4K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 1.16% | $9M | 89.7K | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 1.15% | $2M | 21.8K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 1.15% | $8M | 78.4K | Q1 2026 |
| Karpus Management, Inc.$3.2B AUM | 1.12% | $36M | 367.8K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 1.10% | $4M | 40.9K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 1.02% | $7M | 75.9K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.99% | $4M | 43.9K | Q1 2026 |
| Generation Capital Management LLC$137M AUM | 0.92% | $1M | 12.8K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.85% | $8M | 82.9K | Q1 2026 |
| Lummis Asset Management, LP$167M AUM | 0.84% | $1M | 14.3K | Q1 2026 |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.83% | $2M | 24.8K | Q1 2026 |
| McHugh Group, LLC$169M AUM | 0.82% | $1M | 14.2K | Q1 2026 |
| Rockingstone Advisors LLC$218M AUM | 0.78% | $2M | 17.4K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.74% | $64M | 654.6K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.70% | $3M | 32.2K | Q1 2026 |
| First Bank & Trust$680M AUM | 0.68% | $4M | 43.5K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.68% | $75M | 763.3K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.57% | $6M | 67.0K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.56% | $5M | 55.3K | Q3 2025OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.56% | $742,162 | 7.6K | Q1 2026 |
| RiverGlades Family Offices LLC$170M AUM | 0.56% | $952,868 | 9.8K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.54% | $2M | 16.8K | Q1 2026 |
| BigSur Wealth Management LLC$356M AUM | 0.49% | $2M | 18.0K | Q1 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.49% | $1M | 10.8K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.46% | $682,534 | 6.9K | Q1 2026 |
| Liberty Capital Management, Inc.$537M AUM | 0.41% | $2M | 24.4K | Q4 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.41% | $2M | 20.9K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.41% | $29M | 299.4K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.40% | $2M | 18.1K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.38% | $34M | 350.0K | Q1 2026 |
| Elevation Advisory Partners LLC$107M AUM | 0.38% | $409,916 | 4.1K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.37% | $2M | 23.0K | Q1 2026 |
| PARTHENON LLC$875M AUM | 0.36% | $3M | 32.4K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.32% | $4M | 41.2K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 0.32% | $938,501 | 9.6K | Q1 2026 |
| Saranac Partners Ltd$234M AUM | 0.31% | $726,273 | 11.4K | Q1 2026 |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.30% | $3M | 26.0K | Q1 2026 |
| WAYSTONE ADVISORS LLC$112M AUM | 0.29% | $341,534 | 3.8K | Q4 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.27% | $364,688 | 3.2K | Q1 2026 |
| Efficient Frontier Advisors LLC$158M AUM | 0.26% | $409,952 | 5.0K | Q2 2025OLDER |
| Ledyard National Bank$1.2B AUM | 0.25% | $3M | 30.0K | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.25% | $609,444 | 6.2K | Q1 2026 |
| Unconventional Investor, LLC$211M AUM | 0.25% | $521,406 | 5.3K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.24% | $361,600 | 4.0K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.20% | $2M | 20.3K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.19% | $731,118 | 7.5K | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 0.19% | $264,357 | 2.7K | Q1 2026 |
| Financial Alternatives, Inc$185M AUM | 0.18% | $337,990 | 3.5K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.17% | $3M | 29.3K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.16% | $1M | 12.6K | Q1 2026 |
| DMC Group, LLC$148M AUM | 0.16% | $234,552 | 2.4K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.16% | $4M | 45.6K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.16% | $3M | 29.7K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.15% | $5M | 54.5K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.15% | $2M | 21.5K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.14% | $4M | 38.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.14% | $4M | 45.5K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.14% | $12M | 125.0K | Q1 2026 |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.14% | $211,390 | 2.2K | Q1 2026 |
| Haverford Financial Services, Inc.$336M AUM | 0.13% | $441,740 | 4.5K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.13% | $175,034 | 1.8K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.13% | $2M | 23.4K | Q4 2025OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.13% | $127,733 | 1.3K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.12% | $2M | 16.4K | Q1 2026 |
| DOVER ADVISORS, LLC$242M AUM | 0.12% | $294,167 | 3.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.11% | $7M | 71.6K | Q1 2026 |
| Junk Investment Group, LLC$191M AUM | 0.11% | $204,821 | 2.1K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.11% | $2M | 18.9K | Q1 2026 |
| Bordeaux Wealth Advisors LLC$781M AUM | 0.11% | $825,965 | 10.1K | Q2 2025OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.10% | $13M | 148.5K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $98M | 1.00M | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.10% | $1M | 12.5K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.10% | $1M | 11.3K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.10% | $7M | 68.3K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.09% | $2M | 18.3K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.09% | $1M | 14.1K | Q1 2026 |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.09% | $104,082 | 1.1K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.09% | $1M | 11.3K | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.09% | $21M | 216.2K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 65.9K | Q3 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.08% | $292,672 | 3.0K | Q1 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 0.08% | $565,713 | 5.8K | Q1 2026 |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.08% | $324,629 | 3.3K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.08% | $205,136 | 2.1K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.08% | $406,955 | 5.0K | Q2 2025OLDER |
| Southland Equity Partners LLC$571M AUM | 0.07% | $368,638 | 3.8K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.07% | $4M | 38.6K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.07% | $279,410 | 2.9K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.07% | $2M | 21.0K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.07% | $2M | 22.3K | Q3 2025OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.07% | $327,884 | 3.4K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.07% | $645,916 | 6.6K | Q1 2026 |
| Advisory Resource Group$581M AUM | 0.07% | $397,468 | 4.1K | Q1 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.07% | $481,418 | 4.9K | Q1 2026 |
| Luminvest Wealth Management LLC$382M AUM | 0.07% | $260,617 | 2.5K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 19.3K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.07% | $1M | 12.9K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.06% | $579,363 | 5.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.06% | $44M | 445.9K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.06% | $576,314 | 5.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $637,981 | 6.5K | Q1 2026 |
| Sarasin & Partners LLP$8.5B AUM | 0.06% | $5M | 46.5K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.05% | $652,836 | 6.7K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.05% | $986,487 | 10.1K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.05% | $236,125 | 2.6K | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.05% | $492,266 | 5.0K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.05% | $636,868 | 7.0K | Q4 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.05% | $12M | 121.5K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.05% | $821,421 | 8.4K | Q1 2026 |
| Newton One Investments LLC$368M AUM | 0.05% | $185,991 | 1.9K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.05% | $595,176 | 6.1K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.05% | $839,208 | 8.6K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.05% | $747,818 | 7.7K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 20.0K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $244,521 | 2.5K | Q1 2026 |
| GRANDFIELD & DODD, LLC$1.8B AUM | 0.05% | $806,761 | 8.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $7M | 40.4K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $135,746 | 1.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $377,824 | 3.9K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.04% | $137,296 | 1.4K | Q1 2026 |
| Secure Asset Management, LLC$632M AUM | 0.04% | $229,222 | 2.8K | Q2 2025OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 0.04% | $326,711 | 3.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $30M | 306.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.04% | $7M | 76.3K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.04% | $40,000 | 445 | Q4 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.04% | $49,842 | 510 | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 19.9K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $1M | 15.3K | Q1 2026 |
| Tolleson Wealth Management, Inc.$693M AUM | 0.04% | $251,493 | 2.8K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.04% | $1M | 11.1K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.04% | $2M | 17.7K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.03% | $2M | 17.1K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.03% | $362,578 | 4.4K | Q2 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $446,626 | 4.6K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.03% | $9M | 94.0K | Q1 2026 |
| Hikari Tsushin, Inc.$1.5B AUM | 0.03% | $481,907 | 4.9K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.03% | $290,649 | 3.0K | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.03% | $105,451 | 1.1K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $391,897 | 4.0K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.03% | $2M | 21.6K | Q1 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.03% | $718,804 | 7.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.03% | $15M | 149.4K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.03% | $166,043 | 1.7K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.03% | $47,664 | 580 | Q2 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.03% | $208,506 | 2.1K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.03% | $360,135 | 4.4K | Q2 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 12.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 28.6K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.03% | $1M | 13.2K | Q1 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.03% | $77,402 | 792 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.03% | $213,186 | 2.2K | Q1 2026 |
| S&T BANK/PA$268M AUM | 0.03% | $68,997 | 706 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $7M | 77.3K | Q4 2025OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 0.03% | $35,007 | 426 | Q2 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $425,252 | 4.7K | Q4 2025OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.03% | $223,759 | 2.3K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.02% | $421,974 | 4.3K | Q1 2026 |
| Dorato Capital Management$135M AUM | 0.02% | $32,001 | 305 | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $315,521 | 3.5K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $154M | 1.58M | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.02% | $418,382 | 4.3K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $27M | 281.3K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $366,000 | 4.0K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $7M | 74.4K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 13.8K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.02% | $3M | 31.4K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $281,103 | 2.9K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $337,185 | 4.1K | Q2 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.02% | $191,286 | 2.1K | Q4 2025OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.02% | $365,803 | 3.7K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $290,454 | 3.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $3M | 32.4K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.02% | $7M | 73.7K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $875,271 | 10.6K | Q2 2025OLDER |
| MASECO LLP$3.2B AUM | 0.02% | $628,219 | 6.4K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $639,011 | 6.5K | Q1 2026 |
| Leith Wheeler Investment Counsel Ltd.$1.2B AUM | 0.02% | $234,550 | 2.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 110.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $62M | 631.4K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $31,469 | 322 | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.02% | $545,202 | 6.0K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $13M | 196.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $66M | 676.8K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $11M | 109.0K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 18.8K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $1M | 14.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $294,681 | 3.0K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $515,526 | 5.3K | Q1 2026 |
| Quarry LP$558M AUM | 0.02% | $90,889 | 930 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $26M | 269.2K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.02% | $23,846 | 244 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.02% | $75,334 | 755 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.02% | $524,322 | 5.4K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $2M | 30.1K | Q2 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $212,046 | 2.4K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $408,226 | 4.2K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $1M | 18.0K | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 12.9K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 22.8K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $3M | 26.4K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $8M | 84.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $20M | 209.1K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 22.8K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $21M | 214.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $89M | 914.3K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $383,951 | 3.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $353,283 | 3.9K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $98,200 | 901 | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $456,460 | 4.7K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.01% | $309,218 | 3.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $67M | 683.1K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $541,562 | 5.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 34.9K | Q4 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $28,244 | 289 | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.01% | $96,362 | 986 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 22.8K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.01% | $3M | 31.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $337,169 | 3.5K | Q1 2026 |
| SWAN Capital LLC$272M AUM | 0.01% | $30,980 | 317 | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $236,125 | 2.6K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $307,067 | 3.1K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $180M | 1.99M | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $336,094 | 3.4K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $25,266 | 259 | Q1 2026 |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $281,756 | 2.9K | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $23,944 | 245 | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.01% | $372,156 | 3.8K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.01% | $43,979 | 450 | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $579,312 | 6.4K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 11.6K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $205,233 | 2.1K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.01% | $22,600 | 250 | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $253,252 | 2.6K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.01% | $62,201 | 757 | Q2 2025OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.01% | $73,297 | 750 | Q1 2026 |
| NorthAvenue LLC$126M AUM | 0.01% | $11,044 | 113 | Q1 2026 |
| London & Capital Asset Management Ltd$9.2B AUM | 0.01% | $793,527 | 8.1K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $316,059 | 3.2K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $1M | 10.9K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $700,431 | 7.2K | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $22,058 | 244 | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $186,665 | 1.9K | Q1 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.01% | $11,507 | 118 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $589,703 | 6.0K | Q1 2026 |
| First Pacific Financial$777M AUM | 0.01% | $60,398 | 618 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $105M | 1.07M | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.01% | $105,060 | 1.1K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $29,710 | 304 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 52.2K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $682,198 | 7.0K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.01% | $378,801 | 3.9K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $457,465 | 4.7K | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.01% | $53,654 | 549 | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $255,197 | 2.6K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $16,347 | 181 | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.01% | $194,972 | 2.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $12M | 121.4K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $81,800 | 837 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $26M | 262.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $244,716 | 2.5K | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.01% | $58,638 | 600 | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 0.01% | $9,773 | 100 | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.01% | $184,959 | 2.0K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 13.1K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $231,327 | 2.4K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $290,136 | 3.3K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $85,611 | 858 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $124,815 | 1.4K | Q4 2025OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.01% | $9,130 | 101 | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $89,326 | 914 | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.01% | $139,787 | 1.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $361,503 | 3.7K | Q1 2026 |
| Angeles Investment Advisors, LLC$1.5B AUM | 0.01% | $84,536 | 865 | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 10.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 19.8K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.01% | $358,589 | 3.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 59.2K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.01% | $19,839 | 203 | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $428,238 | 4.4K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $440,274 | 4.5K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $288,376 | 3.2K | Q4 2025OLDER |
| City State Bank$385M AUM | 0.01% | $19,546 | 200 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $31,470 | 322 | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 14.8K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 42.5K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.00% | $13,470 | 149 | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $133,791 | 1.4K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $29,153 | 298 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $26,352 | 300 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $27M | 276.5K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $256,844 | 2.6K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $43,979 | 450 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $27,515 | 282 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 24.9K | Q1 2026 |
| Pioneer Family Office, LLC$156M AUM | 0.00% | $6,839 | 70 | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $2M | 17.3K | Q1 2026 |
| Philadelphia Investment Partners, LLC$147M AUM | 0.00% | $6,266 | 64 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $377,194 | 3.8K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $61,201 | 677 | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $339,338 | 3.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $547,288 | 5.6K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $8,112 | 83 | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $43,920 | 500 | Q3 2025OLDER |
| Canton Hathaway, LLC$496M AUM | 0.00% | $20,250 | 224 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $978,734 | 10.0K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $6,821 | 83 | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $22,381 | 229 | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $545,920 | 5.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 32.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $177,594 | 1.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $236,125 | 2.6K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $5,767 | 59 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $576,342 | 7.0K | Q2 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $236,290 | 2.7K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 27.9K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $8,777 | 90 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 11.5K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $367,865 | 3.8K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $5,962 | 61 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $43,783 | 448 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $81,089 | 897 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $173,862 | 1.8K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $879,569 | 9.0K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $12,900 | 132 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $131,936 | 1.4K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 23.8K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $55,731 | 570 | Q1 2026 |
| Moser Wealth Advisors, LLC$208M AUM | 0.00% | $5,342 | 65 | Q2 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $1M | 14.8K | Q1 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.00% | $4,593 | 47 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $447,018 | 4.6K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $8,028 | 82 | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $252,391 | 2.6K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $850,251 | 8.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 11.9K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $69M | 703.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 17.1K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 10.8K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.00% | $2,932 | 30 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $433,136 | 4.4K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $12,216 | 125 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $102,910 | 1.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $272,186 | 2.8K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $7,819 | 80 | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 30.5K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $30,395 | 311 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $119,572 | 1.5K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $117,851 | 1.3K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $435,213 | 4.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $18M | 186.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 12.4K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $27,120 | 300 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 17.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $30M | 318.0K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.00% | $39,529 | 481 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $315,863 | 3.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $15M | 155.9K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $13,505 | 164 | Q2 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $360,446 | 3.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $339,862 | 3.5K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $415,353 | 4.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 101.1K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $325,710 | 3.7K | Q3 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $320,066 | 3.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $873,436 | 8.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $487,525 | 5.0K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $285,176 | 2.9K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $279,872 | 2.9K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $34,695 | 355 | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.00% | $1,466 | 15 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $47,497 | 486 | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $356,168 | 4.3K | Q2 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $11,728 | 120 | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.00% | $14,318 | 421.6K | Q3 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $112,380 | 1.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $51,895 | 531 | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $679,154 | 6.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $30,494 | 323 | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $16,419 | 168 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $696,080 | 7.7K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $701,004 | 7.2K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.00% | $14,562 | 149 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $12,803 | 131 | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $204,158 | 2.1K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $17,275 | 177 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $96,246 | 965 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 71.5K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $341,566 | 3.5K | Q1 2026 |
| VIRTUS ADVISERS, LLC$215M AUM | 0.00% | $1,759 | 18 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $42,122 | 431 | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $488,650 | 5.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $30,199 | 309 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $880 | 9 | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $296,708 | 3.0K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $2,937 | 30 | Q1 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.00% | $864 | 12 | Q4 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $8,784 | 100 | Q3 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $8,864 | 91 | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $4,480 | 51 | Q3 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $21,738 | 264 | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $18,960 | 194 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $25,605 | 262 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 11.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $128,412 | 1.3K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $22,965 | 235 | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $7,232 | 80 | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $298,129 | 3.4K | Q3 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,369 | 14 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $256,815 | 2.8K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 20.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $831,648 | 8.7K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $6,352 | 65 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $68,411 | 700 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 14.2K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,872 | 101 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $4,202 | 43 | Q1 2026 |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $2,053 | 21 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $19,970 | 243 | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $76,620 | 784 | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 21.1K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $33,130 | 339 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $585,403 | 6.0K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,346 | 24 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $37,333 | 382 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,893 | 32 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,338 | 38 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $11,391 | 130 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,277 | 54 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $3M | 28.6K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $553,543 | 5.7K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $395,680 | 4.4K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $4,887 | 50 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $12,608 | 129 | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $9,000 | 100 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $511,569 | 5.2K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $684 | 7 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $977 | 10 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $53,849 | 551 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,447 | 16 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $150,505 | 1.5K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $128,613 | 1.3K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $52,665 | 535 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $192,721 | 2.2K | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $62,156 | 636 | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $3M | 31.2K | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 0.00% | $164 | 2 | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $63,329 | 648 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $1M | 15.3K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $11,630 | 119 | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $24 | 0 | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $164 | 2 | Q2 2025OLDER |
| Grey Ledge Advisors, LLC$443M AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.