28 registered advisors · 168 reported ETFs · $784.3M reported ETF value · $3.3B regulatory AUM
Xml Financial, LLC is an investment adviser that files Form ADV with the SEC in Bethesda, MD, with 28 registered advisors, reporting $3.3B in regulatory assets under management. Its 13F filings report 168 ETF positions worth $784.3M.
Last updated 2026-06-02 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $1.6M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $1.6M | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $423.2K | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | UJAN — Innovator U.S. Equity Ultra Buffer ETF - January | $378K | Top 98.1% | Replicability (R²) 54.4% · Residual Sharpe 0.26 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-06-02. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 284987. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| SCHG — Schwab U.S. Large-Cap Growth ETF | $57M | 7.3% | Research alternatives to SCHG · SCHG institutional holders |
| DGRO — iShares Core Dividend Growth ETF | $44.4M | 5.7% | Research alternatives to DGRO · DGRO institutional holders |
| SCHV — Schwab U.S. Large-Cap Value ETF | $43.6M | 5.6% | Research alternatives to SCHV · SCHV institutional holders |
| VGT — Vanguard Information Tech ETF | $35M | 4.5% | Research alternatives to VGT · VGT institutional holders |
| IWF — iShares Russell 1000 Growth Fund | $34.9M | 4.5% | Research alternatives to IWF · IWF institutional holders |
| IWB — iShares Russell 1000 ETF | $33.6M | 4.3% | Research alternatives to IWB · IWB institutional holders |
| IVV — iShares Core S&P 500 ETF | $28M | 3.6% | Research alternatives to IVV · IVV institutional holders |
| IWR — iShares Russell Mid-Cap ETF | $25.8M | 3.3% | Research alternatives to IWR · IWR institutional holders |
| BSV — Vanguard Short-Term Bond ETF | $24.7M | 3.2% | Research alternatives to BSV · BSV institutional holders |
| CWB — State Street SPDR Bloomberg Convertible Securities ETF | $19.6M | 2.5% | Research alternatives to CWB · CWB institutional holders |
| CORP — PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $17.7M | 2.3% | Research alternatives to CORP · CORP institutional holders |
| GLD — SPDR Gold Shares | $15.7M | 2.0% | Research alternatives to GLD · GLD institutional holders |
| IYF — iShares U.S. Financial ETF | $14.5M | 1.8% | Research alternatives to IYF · IYF institutional holders |
| SPTM — State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $14.1M | 1.8% | Research alternatives to SPTM · SPTM institutional holders |
| COWZ — Pacer US Cash Cows 100 ETF | $13M | 1.7% | Research alternatives to COWZ · COWZ institutional holders |
| IWM — iShares Russell 2000 Index Fund | $12.9M | 1.6% | Research alternatives to IWM · IWM institutional holders |
| SCHD — Schwab US Dividend Equity ETF | $12.4M | 1.6% | Research alternatives to SCHD · SCHD institutional holders |
| IWP — iShares Russell Midcap Growth ETF | $12.2M | 1.6% | Research alternatives to IWP · IWP institutional holders |
| IWD — iShares Russell 1000 Value ETF | $12.2M | 1.6% | Research alternatives to IWD · IWD institutional holders |
| IJR — iShares Core S&P Small-Cap ETF | $12.1M | 1.5% | Research alternatives to IJR · IJR institutional holders |
| SPHD — Invesco S&P 500 High Dividend Low Volatility ETF | $11.8M | 1.5% | Research alternatives to SPHD · SPHD institutional holders |
| IWS — iShares Russell Mid-Cap Value ETF | $11.2M | 1.4% | Research alternatives to IWS · IWS institutional holders |
| VO — Vanguard Morningstar Mid-Cap ETF | $11M | 1.4% | Research alternatives to VO · VO institutional holders |
| NANR — State Street SPDR S&P North American Natural Resources ETF | $10.7M | 1.4% | Research alternatives to NANR · NANR institutional holders |
| VYM — Vanguard High Dividend Yield ETF | $9.6M | 1.2% | Research alternatives to VYM · VYM institutional holders |
| GPIQ — Goldman Sachs Nasdaq-100 Premium Income ETF | $9.4M | 1.2% | Research alternatives to GPIQ · GPIQ institutional holders |
| UCON — First Trust Smith Unconstrained Bond ETF | $8.8M | 1.1% | Research alternatives to UCON · UCON institutional holders |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $8.6M | 1.1% | Research alternatives to SPDW · SPDW institutional holders |
| QQQ — Invesco QQQ Trust, Series 1 | $8.6M | 1.1% | Research alternatives to QQQ · QQQ institutional holders |
| IWO — iShares Russell 2000 Growth Fund | $7.8M | 1.0% | Research alternatives to IWO · IWO institutional holders |
| IWN — iShares Russell 2000 Value ETF | $7.2M | 0.9% | Research alternatives to IWN · IWN institutional holders |
| IGLD — FT Vest Gold Strategy Target Income ETF | $6.8M | 0.9% | Research alternatives to IGLD · IGLD institutional holders |
| VB — Vanguard Morningstar Small-Cap ETF | $6.6M | 0.8% | Research alternatives to VB · VB institutional holders |
| VOO — Vanguard S&P 500 ETF | $6.4M | 0.8% | Research alternatives to VOO · VOO institutional holders |
| SPY — SPDR S&P 500 ETF TRUST | $6.3M | 0.8% | Research alternatives to SPY · SPY institutional holders |
| XYLD — Global X S&P 500 Covered Call ETF | $6.2M | 0.8% | Research alternatives to XYLD · XYLD institutional holders |
| IVW — iShares S&P 500 Growth ETF | $6.1M | 0.8% | Research alternatives to IVW · IVW institutional holders |
| DJIA — Global X Dow 30 Covered Call ETF | $6M | 0.8% | Research alternatives to DJIA · DJIA institutional holders |
| VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $6M | 0.8% | Research alternatives to VCIT · VCIT institutional holders |
| DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $5.8M | 0.7% | Research alternatives to DGRS · DGRS institutional holders |
| VONG — Vanguard Russell 1000 Growth ETF | $5.5M | 0.7% | Research alternatives to VONG · VONG institutional holders |
| SUB — iShares Short-Term National Muni Bond ETF | $5.1M | 0.6% | Research alternatives to SUB · SUB institutional holders |
| VONV — Vanguard Russell 1000 Value ETF | $5.1M | 0.6% | Research alternatives to VONV · VONV institutional holders |
| VTI — Vanguard Morningstar Total Stock Market ETF | $4.7M | 0.6% | Research alternatives to VTI · VTI institutional holders |
| IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF | $4.4M | 0.6% | Research alternatives to IGIB · IGIB institutional holders |
| PFF — iShares Preferred and Income Securities ETF | $4.1M | 0.5% | Research alternatives to PFF · PFF institutional holders |
| EFA — iShares MSCI EAFE ETF | $4.1M | 0.5% | Research alternatives to EFA · EFA institutional holders |
| VTWO — Vanguard Russell 2000 ETF | $4.1M | 0.5% | Research alternatives to VTWO · VTWO institutional holders |
| XLK — State Street Technology Select Sector SPDR ETF | $3.7M | 0.5% | Research alternatives to XLK · XLK institutional holders |
| MUNI — PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $3.5M | 0.4% | Research alternatives to MUNI · MUNI institutional holders |
| IJH — iShares Core S&P Mid-Cap ETF | $3.3M | 0.4% | Research alternatives to IJH · IJH institutional holders |
| RPG — Invesco S&P 500 Pure Growth ETF | $3.2M | 0.4% | Research alternatives to RPG · RPG institutional holders |
| VTV — Vanguard Morningstar Value ETF | $3.2M | 0.4% | Research alternatives to VTV · VTV institutional holders |
| MOAT — VanEck Morningstar Wide Moat ETF | $2.8M | 0.4% | Research alternatives to MOAT · MOAT institutional holders |
| AGG — iShares Core U.S. Aggregate Bond ETF | $2.6M | 0.3% | Research alternatives to AGG · AGG institutional holders |
| XSOE — WisdomTree Emerging Markets Ex-State Owned Enterprises Fund | $2.5M | 0.3% | Research alternatives to XSOE · XSOE institutional holders |
| IXUS — iShares Core MSCI Total International Stock ETF | $2.5M | 0.3% | Research alternatives to IXUS · IXUS institutional holders |
| VEA — Vanguard FTSE Developed Markets ETF | $2.1M | 0.3% | Research alternatives to VEA · VEA institutional holders |
| ILCG — iShares Morningstar Large-Cap Growth ETF | $2.1M | 0.3% | Research alternatives to ILCG · ILCG institutional holders |
| COWG — Pacer US Large Cap Cash Cows Growth Leaders ETF | $1.9M | 0.2% | Research alternatives to COWG · COWG institutional holders |
| ENFR — Alerian Energy Infrastructure ETF | $1.8M | 0.2% | Research alternatives to ENFR · ENFR institutional holders |
| TPYP — Tortoise North American Pipeline ETF | $1.8M | 0.2% | Research alternatives to TPYP · TPYP institutional holders |
| MDY — State Street SPDR S&P MIDCAP 400 ETF Trust | $1.8M | 0.2% | Research alternatives to MDY · MDY institutional holders |
| KJUL — Innovator U.S. Small Cap Power Buffer ETF - July | $1.7M | 0.2% | Research alternatives to KJUL · KJUL institutional holders |
| DIA — State Street SPDR Dow Jones Industrial Average ETF Trust | $1.7M | 0.2% | Research alternatives to DIA · DIA institutional holders |
| DVY — iShares Select Dividend ETF | $1.6M | 0.2% | Research alternatives to DVY · DVY institutional holders |
| LRGF — iShares U.S. Equity Factor ETF | $1.6M | 0.2% | Research alternatives to LRGF · LRGF institutional holders |
| VIG — Vanguard Div Appreciation ETF | $1.6M | 0.2% | Research alternatives to VIG · VIG institutional holders |
| RLY — State Street Multi-Asset Real Return ETF | $1.5M | 0.2% | Research alternatives to RLY · RLY institutional holders |
| ITM — VanEck Intermediate Muni ETF | $1.5M | 0.2% | Research alternatives to ITM · ITM institutional holders |
| FDVV — Fidelity High Dividend ETF | $1.5M | 0.2% | Research alternatives to FDVV · FDVV institutional holders |
| OEF — iShares S&P 100 Fund | $1.5M | 0.2% | Research alternatives to OEF · OEF institutional holders |
| JEPI — JPMorgan Equity Premium Income ETF | $1.5M | 0.2% | Research alternatives to JEPI · JEPI institutional holders |
| IWV — iShares Russell 3000 Fund | $1.3M | 0.2% | Research alternatives to IWV · IWV institutional holders |
| EEM — iShares MSCI Emerging Index Fund | $1.2M | 0.2% | Research alternatives to EEM · EEM institutional holders |
| VOT — Vanguard Morningstar Mid-Cap Growth ETF | $1.2M | 0.1% | Research alternatives to VOT · VOT institutional holders |
| IUSG — iShares Core S&P U.S. Growth ETF | $1.2M | 0.1% | Research alternatives to IUSG · IUSG institutional holders |
| VTEB — Vanguard Tax-Exempt Bond ETF | $1.1M | 0.1% | Research alternatives to VTEB · VTEB institutional holders |
| SPLV — Invesco S&P 500 Low Volatility ETF | $1.1M | 0.1% | Research alternatives to SPLV · SPLV institutional holders |
| QDIV — Global X S&P 500 Quality Dividend ETF | $1.1M | 0.1% | Research alternatives to QDIV · QDIV institutional holders |
| ESGU — iShares ESG Aware MSCI USA ETF | $1M | 0.1% | Research alternatives to ESGU · ESGU institutional holders |
| SCHX — Schwab U.S. Large-Cap ETF | $987.2K | 0.1% | Research alternatives to SCHX · SCHX institutional holders |
| SGOL — abrdn Physical Gold Shares ETF | $894.6K | 0.1% | Research alternatives to SGOL · SGOL institutional holders |
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $884.6K | 0.1% | Research alternatives to ITOT · ITOT institutional holders |
| PTNQ — Pacer Trendpilot 100 ETF | $859K | 0.1% | Research alternatives to PTNQ · PTNQ institutional holders |
| IYW — iShares U.S. Technology ETF | $845.5K | 0.1% | Research alternatives to IYW · IYW institutional holders |
| PSK — State Street SPDR ICE Preferred Securities ETF | $822.5K | 0.1% | Research alternatives to PSK · PSK institutional holders |
| IGE — iShares North American Natural Resources ETF | $792.4K | 0.1% | Research alternatives to IGE · IGE institutional holders |
| PPA — Invesco Aerospace & Defense ETF | $780K | 0.1% | Research alternatives to PPA · PPA institutional holders |
| RDVY — First Trust Rising Dividend Achievers ETF | $778.7K | 0.1% | Research alternatives to RDVY · RDVY institutional holders |
| VYMI — Vanguard International High Dividend Yield ETF | $761K | 0.1% | Research alternatives to VYMI · VYMI institutional holders |
| IWC — iShares Microcap ETF | $749.7K | 0.1% | Research alternatives to IWC · IWC institutional holders |
| RWO — State Street SPDR Dow Jones Global Real Estate ETF | $749.4K | 0.1% | Research alternatives to RWO · RWO institutional holders |
| GDXJ — VanEck Junior Gold Miners ETF | $747.4K | 0.1% | Research alternatives to GDXJ · GDXJ institutional holders |
| INCM — Franklin Income Focus ETF | $746.3K | 0.1% | Research alternatives to INCM · INCM institutional holders |
| IUSV — iShares Core S&P U.S. Value ETF | $729.6K | 0.1% | Research alternatives to IUSV · IUSV institutional holders |
| QYLD — Global X NASDAQ 100 Covered Call ETF | $723.4K | 0.1% | Research alternatives to QYLD · QYLD institutional holders |
| FDL — First Trust Morningstar ETF | $685.7K | 0.1% | Research alternatives to FDL · FDL institutional holders |
| BAPR — Innovator U.S. Equity Buffer ETF - April | $678.1K | 0.1% | Research alternatives to BAPR · BAPR institutional holders |
| IBDV — iShares iBonds Dec 2030 Term Corporate ETF | $635.7K | 0.1% | Research alternatives to IBDV · IBDV institutional holders |
| BND — Vanguard Total Bond Market ETF | $607K | 0.1% | Research alternatives to BND · BND institutional holders |
| PJUL — Innovator U.S. Equity Power Buffer ETF - July | $594.2K | 0.1% | Research alternatives to PJUL · PJUL institutional holders |
| VXUS — Vanguard Total International Stock ETF | $578.5K | 0.1% | Research alternatives to VXUS · VXUS institutional holders |
| IBDW — iShares iBonds Dec 2031 Term Corporate ETF | $578.5K | 0.1% | Research alternatives to IBDW · IBDW institutional holders |
| PTLC — Pacer Trendpilot US Large Cap ETF | $562.1K | 0.1% | Research alternatives to PTLC · PTLC institutional holders |
| IBDX — iShares iBonds Dec 2032 Term Corporate ETF | $549.3K | 0.1% | Research alternatives to IBDX · IBDX institutional holders |
| ARKK — ARK Innovation ETF | $547.1K | 0.1% | Research alternatives to ARKK · ARKK institutional holders |
| SOXX — iShares PHLX SOX Semiconductor Sector Index Fund | $533.8K | 0.1% | Research alternatives to SOXX · SOXX institutional holders |
| IAU — iShares Gold Trust Shares | $516.6K | 0.1% | Research alternatives to IAU · IAU institutional holders |
| MGK — Vanguard Morningstar Mega Cap Growth ETF | $493.7K | 0.1% | Research alternatives to MGK · MGK institutional holders |
| VUG — Vanguard Morningstar Growth ETF | $491.4K | 0.1% | Research alternatives to VUG · VUG institutional holders |
| QQQM — Invesco NASDAQ 100 ETF | $476.6K | 0.1% | Research alternatives to QQQM · QQQM institutional holders |
| SMH — VanEck Semiconductor ETF | $457.2K | 0.1% | Research alternatives to SMH · SMH institutional holders |
| FESM — Fidelity Enhanced Small Cap Core ETF | $452K | 0.1% | Research alternatives to FESM · FESM institutional holders |
| IEFA — iShares Core MSCI EAFE ETF | $448.4K | 0.1% | Research alternatives to IEFA · IEFA institutional holders |
| BOCT — Innovator U.S. Equity Buffer ETF - October | $433.5K | 0.1% | Research alternatives to BOCT · BOCT institutional holders |
| MUB — iShares National Muni Bond ETF | $433.2K | 0.1% | Research alternatives to MUB · MUB institutional holders |
| VTES — Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $432.2K | 0.1% | Research alternatives to VTES · VTES institutional holders |
| IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $423.2K | 0.1% | Research alternatives to IBDZ · IBDZ institutional holders |
| VGSH — Vanguard Short-Term Treasury ETF | $413.9K | 0.1% | Research alternatives to VGSH · VGSH institutional holders |
| IBDY — iShares iBonds Dec 2033 Term Corporate ETF | $409.4K | 0.1% | Research alternatives to IBDY · IBDY institutional holders |
| GLTR — abrdn Physical Precious Metals Basket Shares ETF | $398.5K | 0.1% | Research alternatives to GLTR · GLTR institutional holders |
| GDX — VanEck Gold Miners ETF | $384.4K | 0.0% | Research alternatives to GDX · GDX institutional holders |
| SPHB — Invesco S&P 500 High Beta ETF | $381.8K | 0.0% | Research alternatives to SPHB · SPHB institutional holders |
| UJAN — Innovator U.S. Equity Ultra Buffer ETF - January | $378K | 0.0% | Research alternatives to UJAN · UJAN institutional holders |
| SHM — State Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $376K | 0.0% | Research alternatives to SHM · SHM institutional holders |
| FYC — First Trust Small Cap Growth AlphaDEX Fund | $375.7K | 0.0% | Research alternatives to FYC · FYC institutional holders |
| IBDU — iShares iBonds Dec 2029 Term Corporate ETF | $374.6K | 0.0% | Research alternatives to IBDU · IBDU institutional holders |
| POCT — Innovator U.S. Equity Power Buffer ETF - October | $370.8K | 0.0% | Research alternatives to POCT · POCT institutional holders |
| PREF — Principal Spectrum Preferred Securities Active ETF | $369.9K | 0.0% | Research alternatives to PREF · PREF institutional holders |
| IAUM — iShares Gold Trust Micro Shares | $367.3K | 0.0% | Research alternatives to IAUM · IAUM institutional holders |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $362.2K | 0.0% | Research alternatives to EMXC · EMXC institutional holders |
| IMCB — iShares Morningstar Mid-Cap ETF | $361.1K | 0.0% | Research alternatives to IMCB · IMCB institutional holders |
| RYLD — Global X Russell 2000 Covered Call ETF | $354.2K | 0.0% | Research alternatives to RYLD · RYLD institutional holders |
| NASA — Tema Space Innovators ETF | $347K | 0.0% | Research alternatives to NASA · NASA institutional holders |
| SHYG — iShares 0-5 Year High Yield Corporate Bond ETF | $338.1K | 0.0% | Research alternatives to SHYG · SHYG institutional holders |
| VNQ — Vanguard Real Estate ETF | $332.6K | 0.0% | Research alternatives to VNQ · VNQ institutional holders |
| IBDT — iShares iBonds Dec 2028 Term Corporate ETF | $332.5K | 0.0% | Research alternatives to IBDT · IBDT institutional holders |
| FDT — First Trust Developed Markets Ex-US AlphaDEX Fund | $325.8K | 0.0% | Research alternatives to FDT · FDT institutional holders |
| ONEY — State Street SPDR Russell 1000 Yield Focus ETF | $317.7K | 0.0% | Research alternatives to ONEY · ONEY institutional holders |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $315.4K | 0.0% | Research alternatives to SPSM · SPSM institutional holders |
| FGD — First Trust DJ Global Select Dividend | $305.3K | 0.0% | Research alternatives to FGD · FGD institutional holders |
| ESGD — iShares ESG Aware MSCI EAFE ETF | $302.6K | 0.0% | Research alternatives to ESGD · ESGD institutional holders |
| KRE — State Street SPDR S&P Regional Banking ETF | $298.2K | 0.0% | Research alternatives to KRE · KRE institutional holders |
| IBB — iShares Biotechnology ETF | $295.8K | 0.0% | Research alternatives to IBB · IBB institutional holders |
| MINT — PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $293.6K | 0.0% | Research alternatives to MINT · MINT institutional holders |
| FNX — First Trust Mid Cap Core AlphaDEX Fund | $291.7K | 0.0% | Research alternatives to FNX · FNX institutional holders |
| LDSF — First Trust Low Duration Strategic Focus ETF | $283.3K | 0.0% | Research alternatives to LDSF · LDSF institutional holders |
| INTF — iShares International Equity Factor ETF | $283.1K | 0.0% | Research alternatives to INTF · INTF institutional holders |
| FCPI — Fidelity Stocks for Inflation ETF | $279.2K | 0.0% | Research alternatives to FCPI · FCPI institutional holders |
| AOR — iShares Core 60/40 Balanced Allocation ETF | $278K | 0.0% | Research alternatives to AOR · AOR institutional holders |
| FMDE — Fidelity Enhanced Mid Cap Core ETF | $263.6K | 0.0% | Research alternatives to FMDE · FMDE institutional holders |
| GCOW — Pacer Global Cash Cows Dividend ETF | $261.4K | 0.0% | Research alternatives to GCOW · GCOW institutional holders |
| XSD — State Street SPDR S&P Semiconductor ETF | $261K | 0.0% | Research alternatives to XSD · XSD institutional holders |
| JAAA — Janus Henderson AAA CLO ETF | $260K | 0.0% | Research alternatives to JAAA · JAAA institutional holders |
| RSP — Invesco S&P 500 Equal Weight ETF | $259.8K | 0.0% | Research alternatives to RSP · RSP institutional holders |
| VXF — Vanguard Extended Market ETF | $251.5K | 0.0% | Research alternatives to VXF · VXF institutional holders |
| IDU — iShares U.S. Utilities ETF | $249.1K | 0.0% | Research alternatives to IDU · IDU institutional holders |
| IDEQ — Lazard International Dynamic Equity ETF | $242.4K | 0.0% | Research alternatives to IDEQ · IDEQ institutional holders |
| PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $238.3K | 0.0% | Research alternatives to PYLD · PYLD institutional holders |
| EFG — iShares MSCI EAFE Growth ETF | $238.1K | 0.0% | Research alternatives to EFG · EFG institutional holders |
| SIL — Global X Silver Miners ETF | $236.3K | 0.0% | Research alternatives to SIL · SIL institutional holders |
| SDVY — First Trust SMID Cap Rising Dividend Achievers ETF | $234.1K | 0.0% | Research alternatives to SDVY · SDVY institutional holders |
| FUMB — First Trust Ultra Short Duration Municipal ETF | $233K | 0.0% | Research alternatives to FUMB · FUMB institutional holders |
| VOE — Vanguard Morningstar Mid-Cap Value ETF | $213.5K | 0.0% | Research alternatives to VOE · VOE institutional holders |
| IUSB — iShares Core Universal USD Bond ETF | $206.1K | 0.0% | Research alternatives to IUSB · IUSB institutional holders |
| MSBT — Common | $205.9K | 0.0% | Research alternatives to MSBT · MSBT institutional holders |
| FTCS — First Trust Capital Strength ETF | $203.1K | 0.0% | Research alternatives to FTCS · FTCS institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 6901 Rockledge Drive | Bethesda | MD | 21 |
| 10306 Eaton Place | Fairfax | VA | 3 |
| 500 Office Center Drive | Fort Washington | PA | 3 |
| Rockville, MD | Rockville | MD | 3 |
| 277 S. Washington Street | Alexandria | VA | 2 |
| Bethany Beach | DE | 2 | |
| One Democracy Center | Bethesda | MD | 2 |
| Alexandria | VA | 1 | |
| 215 N. Payne Street | Alexandria | VA | 1 |
| Alma | CO | 1 | |
| Boynton Beach | FL | 1 | |
| 311 S. Main St | Breckenridge | CO | 1 |
| Burke | VA | 1 | |
| Centreville | VA | 1 | |
| Clifton | VA | 1 | |
| Delray Beach | FL | 1 | |
| Fairfax | VA | 1 | |
| 500 Office Center Drive | Fort Washingtion | PA | 1 |
| Haymarket | VA | 1 | |
| Kensington | MD | 1 | |
| Longport | NJ | 1 | |
| Monrovia | MD | 1 | |
| Naples | FL | 1 | |
| Owings Mill | MD | 1 | |
| Pasadena | MD | 1 |
25 largest of 33 offices are listed.
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30