WESWESTERN MIDSTREAM PARTNERS L
CUSIP 958669103 · Yahoo Finance ↗ · Google Finance ↗
Western Midstream Partners L (WES) has 346 institutional holders in Filings Flow’s 13F database, together reporting 165.76M shares worth $6.6B as of Q1 2026. The largest reported holders are Alps Advisors Inc, Invesco Ltd., and Mirae Asset Global Etfs Holdings Ltd..
Institutional Holders
346
Q1 2026
Reported Value
$6.6B
Ticker
WES
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 7.85% | $38M | 914.5K | Q1 2026OLDER |
| Heronetta Management, L.P.$110M AUM | 7.75% | $8M | 206.4K | Q1 2026OLDER |
| Fractal Investments LLC$845M AUM | 7.69% | $65M | 1.58M | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 7.49% | $1.6B | 38.64M | Q1 2026OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 4.56% | $17M | 405.2K | Q1 2026OLDER |
| TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM | 3.77% | $361M | 8.78M | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 3.54% | $51M | 1.23M | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 3.42% | $69M | 1.68M | Q1 2026OLDER |
| Slotnik Capital, LLC$342M AUM | 3.16% | $11M | 262.6K | Q1 2026OLDER |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 3.09% | $161M | 3.92M | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 3.00% | $8M | 200.0K | Q4 2025OLDER |
| Recurrent Investment Advisors LLC$1.7B AUM | 2.81% | $47M | 1.13M | Q1 2026OLDER |
| BERKLEY W R CORP$1.9B AUM | 2.80% | $52M | 1.27M | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 2.39% | $11M | 274.5K | Q1 2026OLDER |
| RR Advisors, LLC$360M AUM | 2.11% | $8M | 184.3K | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 1.82% | $8M | 200.3K | Q2 2026 |
| GraniteShares Advisors LLC$139M AUM | 1.82% | $3M | 61.2K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 1.78% | $65M | 1.58M | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 1.58% | $14M | 342.1K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 1.58% | $44M | 1.06M | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 1.41% | $360M | 8.76M | Q1 2026OLDER |
| EQUITEC PROPRIETARY MARKETS, LLC$187M AUM | 1.31% | $2M | 59.6K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$609M AUM | 1.29% | $8M | 172.4K | Q2 2026 |
| Knollwood Investment Advisory, LLC$992M AUM | 1.25% | $12M | 301.0K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 1.06% | $2M | 42.1K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.99% | $2M | 50.1K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 0.94% | $1M | 35.4K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.91% | $2M | 52.5K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.86% | $18M | 442.2K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.80% | $1M | 28.1K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.79% | $4M | 108.0K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.74% | $4M | 91.7K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.74% | $26M | 632.8K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.71% | $4M | 99.7K | Q4 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.64% | $88M | 2.14M | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.55% | $2M | 37.8K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 0.53% | $3M | 64.4K | Q1 2026OLDER |
| Penbrook Management LLC$132M AUM | 0.50% | $654,603 | 15.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.50% | $365M | 8.87M | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.47% | $1M | 31.0K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.40% | $65M | 1.59M | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 0.39% | $1M | 25.5K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.39% | $2M | 43.7K | Q2 2026 |
| Cedar Wealth Management, LLC$344M AUM | 0.33% | $1M | 27.7K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.33% | $536,777 | 13.0K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.31% | $3M | 73.2K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.31% | $6M | 149.4K | Q4 2025OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.31% | $17M | 401.8K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.31% | $2M | 49.9K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 0.31% | $1M | 28.3K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 0.30% | $342,370 | 8.3K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.29% | $345,124 | 8.4K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.29% | $2M | 48.5K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.28% | $2M | 44.3K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.28% | $1M | 36.0K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.25% | $794,581 | 19.3K | Q1 2026OLDER |
| Mountain Lake Investment Management LLC$155M AUM | 0.24% | $328,582 | 8.4K | Q3 2025OLDER |
| Oxinas Partners, LLC$254M AUM | 0.24% | $602,181 | 13.8K | Q2 2026 |
| Abel Hall, LLC$469M AUM | 0.22% | $1M | 25.2K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.22% | $513,613 | 12.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.21% | $3M | 65.4K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.20% | $259M | 6.28M | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 0.18% | $234,669 | 5.7K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.18% | $9M | 217.7K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.18% | $12M | 288.6K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.18% | $746,412 | 18.1K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.17% | $7M | 162.1K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.17% | $261,430 | 6.3K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.17% | $415,817 | 10.1K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.17% | $10M | 242.5K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.16% | $5M | 110.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.16% | $12M | 294.8K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 0.15% | $1M | 25.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.15% | $990M | 24.05M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.15% | $6M | 140.5K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.14% | $7M | 158.2K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.14% | $229,377 | 5.8K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.13% | $263,241 | 6.4K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.12% | $19M | 473.0K | Q2 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.12% | $293,611 | 7.1K | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 0.12% | $329,360 | 8.0K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.11% | $1M | 32.1K | Q4 2025OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 0.11% | $547,890 | 13.3K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.11% | $894,625 | 21.7K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.11% | $235,234 | 5.7K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.11% | $201,198 | 4.9K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 0.11% | $688,980 | 16.7K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.11% | $1M | 34.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.11% | $9M | 205.5K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.11% | $1M | 36.0K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.10% | $28M | 669.1K | Q1 2026OLDER |
| Highlander Partners, L.P.$256M AUM | 0.10% | $251,137 | 6.1K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.10% | $522,859 | 12.7K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.09% | $364,051 | 8.8K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.09% | $108M | 2.62M | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.09% | $191,022 | 4.8K | Q4 2025OLDER |
| Pavion Blue Capital, LLC$230M AUM | 0.09% | $200,910 | 4.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.09% | $172,379 | 4.2K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.08% | $11M | 269.7K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.08% | $10M | 253.3K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.08% | $7M | 169.7K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.07% | $639,894 | 15.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.07% | $291,389 | 7.1K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.07% | $208,136 | 5.1K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.06% | $2M | 49.0K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.06% | $734,926 | 17.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.06% | $1M | 32.1K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.06% | $26M | 635.3K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.06% | $2M | 60.6K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.06% | $44M | 1.07M | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.06% | $2M | 40.5K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 0.06% | $242,655 | 6.2K | Q3 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.05% | $483,197 | 11.0K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.05% | $32M | 808.5K | Q4 2025OLDER |
| South Street Advisors LLC$690M AUM | 0.05% | $355,709 | 8.6K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $185,100 | 4.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $954,137 | 23.2K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.05% | $344,799 | 8.4K | Q1 2026OLDER |
| Fulcrum Asset Management LLP$662M AUM | 0.05% | $330,171 | 7.9K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.05% | $498,928 | 11.4K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 94.3K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.05% | $688,075 | 16.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 26.3K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.05% | $437,349 | 10.6K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.04% | $116,210 | 3.0K | Q4 2025OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.04% | $275,715 | 6.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.04% | $87M | 2.11M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.04% | $361M | 8.76M | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.04% | $744,446 | 18.1K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.04% | $227,882 | 5.8K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.04% | $597,187 | 14.1K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.04% | $791,908 | 18.1K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.04% | $2M | 39.6K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.04% | $360,648 | 8.8K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.04% | $367,475 | 8.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $274,328 | 6.9K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $41M | 983.9K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.04% | $28M | 671.0K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.04% | $428,991 | 10.4K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.04% | $812,235 | 19.7K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.03% | $251,549 | 6.1K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.03% | $263,488 | 6.4K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.03% | $263,488 | 6.4K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $716,358 | 17.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 144.1K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.03% | $214,619 | 5.2K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $413,759 | 10.1K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.03% | $275,688 | 6.3K | Q2 2026 |
| F/m Investments LLC$1.5B AUM | 0.03% | $425,698 | 10.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $2M | 34.4K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.03% | $271,438 | 6.6K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.03% | $5M | 138.1K | Q4 2025OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.03% | $392,900 | 10.0K | Q3 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.03% | $330,257 | 7.5K | Q2 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.03% | $225,406 | 5.5K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $222,945 | 5.7K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $37M | 902.6K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $1M | 30.8K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $222,318 | 5.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 130.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $153M | 3.72M | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.02% | $169,850 | 4.3K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $888,988 | 22.5K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $291,054 | 6.7K | Q2 2026 |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 27.9K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 30.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $900,567 | 22.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $739,826 | 16.6K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $26,663 | 675 | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $732,274 | 17.8K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.02% | $18M | 443.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.02% | $193,209 | 4.7K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.02% | $551,266 | 13.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 72.4K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.02% | $3M | 78.8K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $31,914 | 808 | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 82.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $824,859 | 20.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.02% | $4M | 85.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $1M | 36.0K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.02% | $97,193 | 2.2K | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $670,206 | 16.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $3M | 85.5K | Q3 2025OLDER |
| United Community Bank$300M AUM | 0.02% | $47,346 | 1.1K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $351,708 | 8.9K | Q4 2025OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $329,360 | 8.0K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.01% | $205,850 | 5.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $1M | 25.1K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.01% | $18,527 | 450 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 25.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 83.1K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.01% | $228,576 | 5.6K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $547,561 | 13.3K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $41,170 | 1.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $215M | 5.45M | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $56,278 | 1.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 39.1K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $669,053 | 16.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $468,944 | 11.9K | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $292,711 | 7.5K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $203,826 | 5.0K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $965,519 | 23.5K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $527,141 | 12.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $2M | 50.0K | Q1 2026OLDER |
| First Trust Capital Management L.P.$1.9B AUM | 0.01% | $215,813 | 5.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 47.7K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.01% | $205,850 | 5.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $6M | 157.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $44M | 1.06M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 66.6K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $802,783 | 19.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $156,446 | 3.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 133.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $463,137 | 11.2K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $37,290 | 906 | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.01% | $13M | 319.4K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $1M | 30.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $259,371 | 6.3K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $70,730 | 1.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 52.3K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $16,468 | 400 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $716,684 | 17.4K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $223,152 | 5.6K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $648,442 | 16.5K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $455,565 | 11.1K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $95,679 | 2.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $23M | 555.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $223,759 | 5.4K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $10M | 249.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $35M | 838.6K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $565,768 | 13.7K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $261,142 | 6.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 129.4K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 31.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $526,959 | 12.8K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $265,547 | 6.5K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $247,020 | 6.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $8M | 201.9K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $365,301 | 8.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $406,553 | 9.9K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $39,500 | 1.0K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $1M | 33.2K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $285,625 | 7.2K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 104.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $72,418 | 1.8K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $24,084 | 585 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $26,637 | 647 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $28,531 | 693 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $62M | 1.49M | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $10,128 | 246 | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $246,732 | 6.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 53.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 86.0K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.00% | $230,552 | 5.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $207,020 | 5.2K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $173,243 | 4.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $32M | 773.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $147,677 | 3.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $173,120 | 4.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $46M | 1.13M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $680,785 | 16.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $26M | 632.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $243,479 | 5.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $20M | 493.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 299.9K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $232,342 | 5.9K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $47,934 | 1.2K | Q3 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $12,351 | 300 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $51,077 | 1.3K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $29,183 | 743 | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $8,234 | 200 | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $34,624 | 841 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $41,239 | 1.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $205,932 | 5.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 162.6K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $8,728 | 212 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $35,977 | 873 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $16,468 | 400 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $24,414 | 593 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $525,247 | 12.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $409,193 | 9.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 47.5K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $4,606 | 112 | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $660,045 | 16.7K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $372,630 | 9.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 29.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $9,920 | 241 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $51,504 | 1.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $914,345 | 22.2K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $3,183 | 77.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $47,571 | 1.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $74,106 | 1.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $78,223 | 1.9K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $5,352 | 130 | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $201,033 | 4.9K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $2,553 | 62 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $255,443 | 6.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $654,080 | 15.9K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2 | 49 | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $28,819 | 700 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 30.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $390,282 | 9.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 31.3K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $64,472 | 1.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 241.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $32,648 | 793 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $295,395 | 7.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 27.4K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.00% | $605,364 | 14.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 30.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $99,222 | 2.4K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $4,322 | 110 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 47.4K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $5M | 126.5K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $241,299 | 5.9K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $239,445 | 5.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $7,863 | 191 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $82,340 | 2.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $868,488 | 22.3K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $825,747 | 20.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 110.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $351,592 | 8.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $398,672 | 9.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $32,565 | 791 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $41,870 | 1.0K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $5,164 | 118 | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $893,408 | 21.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $221,585 | 5.6K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,483 | 36 | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.00% | $5,228 | 119 | Q2 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $18,403 | 447 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $52,328 | 1.3K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1M | 27.1K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $6,564 | 150 | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $374,856 | 9.1K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $15,439 | 375 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $8,234 | 200 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $15,360 | 351 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $264,764 | 6.4K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $6,360 | 161 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $39,889 | 976 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $203,421 | 4.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $10,510 | 255 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $11,074 | 269 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $239,944 | 6.1K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $37,465 | 910 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $1,235 | 20 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 41.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $13,241 | 337 | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $7,575 | 184 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $19,935 | 489 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $42,829 | 1.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $233,105 | 5.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $577 | 14 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $219,313 | 5.3K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $492,558 | 12.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $550,873 | 13.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 39.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $143,650 | 3.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $11,787 | 300 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $231,382 | 5.6K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 65.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,313 | 30 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,262 | 395 | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 0.00% | $98 | 2 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $8,111 | 200 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $33,512 | 814 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $43 | 1 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $514 | 13 | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $790 | 20 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $12,930 | 314 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $14,739 | 358 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $6,052 | 147 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.