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Search firms and 13F institutions by name, location, CRD, or CIK. Compare Form ADV AUM and advisor counts with ETF portfolios reported on Form 13F.

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Firms with public 13F ETF filings — first 50 listed; search the full directory
FirmLocationRegulatory AUMAdvisorsETFsReported ETF value
Bank of America Corp /de––1,249$674.6B
Morgan StanleyPurchase, NY$2.0T23,1851,974$478.0B
Jpmorgan Chase & Co––1,563$334.2B
Lpl Financial LLCFort Mill, SC$819.1B23,4581,914$318.3B
Envestnet PmcBerwyn, PA$614.9B601,757$278.8B
Wells Fargo & Company/mn––1,603$241.9B
Blackrock, Inc.––833$223.1B
Jones Financial Companies LLLP––1,100$187.7B
UBS Group AG––1,827$171.3B
Northwestern Mutual Wealth Management Co––1,263$167.4B
Raymond James Financial Inc––1,599$157.1B
Goldman Sachs Group Inc––1,047$156.7B
Creative PlanningOverland Park, KS$295.6B1,171959$124.5B
Royal Bank of Canada––1,681$119.2B
Ameriprise Financial Inc––873$105.8B
Fmr LLC––1,261$97.8B
Vanguard Group IncMalvern, PA$11.1T–158$93.9B
Barclays PLC––334$84.3B
Northern Trust Corp––378$78.7B
Cetera Investment AdvisersSchaumburg, IL$256.8B10,3701,688$73.1B
Charles Schwab Investment Management IncSan Francisco, CA$1.7T37130$68.5B
PNC Financial Services Group, Inc.––1,040$68.0B
Bank of New York Mellon Corp––652$57.6B
Mercer Global Advisors Inc /adv––841$56.7B
Edelman Financial EnginesSanta Clara, CA$326.3B722325$55.7B
Vanguard Global Advisers, LLCMalvern, PA$249.7B–14$55.4B
Osaic Holdings, Inc.––2,144$52.2B
Jane Street Group, LLC––1,334$50.6B
Focus Partners WealthSt. Louis, MO$181.9B1,048847$50.2B
Commonwealth Equity Services, LLCWaltham, MA$212.7B2,8631,673$49.8B
Hightower Advisors, LLCChicago, IL$198.6B1,0461,325$48.9B
US Bancorp––908$47.1B
Truist Financial Corp––1,071$41.6B
Wealthfront Advisers LLCPalo Alto, CA$47.7B40350$41.6B
Peakshares LLCTampa, FL$110.0M–23$41.4B
Bank of Montreal /can––953$39.0B
Cerity Partners LLCNew York, NY$161.7B777782$38.3B
Mariner, LLC––998$38.1B
Stifel Financial Corp––1,071$37.8B
Assetmark, IncConcord, CA$91.8B2201,099$37.1B
Marshall Wace, LLPLondon––121$35.4B
California Public Employees Retirement System––6$34.8B
Fisher Asset Management, LLCPlano, TX$386.7B2,984230$34.8B
Alliancebernstein LPNashville, TN$763.4B517209$33.0B
Captrust Financial AdvisorsRaleigh, NC$1.2T962826$32.6B
Susquehanna International Group, LLP––1,626$31.7B
Wealth Enhancement Advisory Services, LLCPlymouth, MN$122.2B1,0261,137$31.7B
MML Investors Services, LLCSpringfield, MA$115.6B5,1201,348$31.5B
Citigroup Inc––674$31.1B
Vanguard Advisers IncMalvern, PA$344.6B2,469527$29.2B

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.