ISHARES INC
CUSIP 464286103
Ishares Inc has 182 institutional holders in Filings Flow’s 13F database, together reporting 25.44M shares worth $683M as of Q1 2026. The largest reported holders are FMR LLC, Goldman Sachs Group Inc, and Citadel Advisors LLC.
Institutional Holders
182
Q1 2026
Reported Value
$683M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sonoma Allocations LLC$322M AUM | 14.69% | $47M | 502.1K | Q2 2026 |
| DV EQUITIES, LLC$558M AUM | 6.15% | $34M | 1.31M | Q4 2025OLDER |
| CADINHA & CO LLC$537M AUM | 3.45% | $25M | 938.8K | Q3 2025OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 3.12% | $27M | 985.0K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 2.39% | $4M | 126.5K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 1.90% | $9M | 331.4K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 1.44% | $4M | 140.4K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 1.23% | $2M | 55.2K | Q1 2026OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 0.73% | $812,047 | 31.0K | Q4 2025OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.65% | $2M | 68.7K | Q3 2025OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.61% | $615,078 | 22.2K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.61% | $4M | 148.5K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 0.51% | $24M | 847.0K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.44% | $24M | 847.0K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.41% | $1M | 45.3K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.41% | $1M | 49.8K | Q2 2026 |
| WJ Financial Advisors LLC$124M AUM | 0.37% | $453,460 | 16.3K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.33% | $526,500 | 19.5K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.33% | $7M | 260.7K | Q4 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.29% | $581,572 | 20.9K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 0.28% | $643,803 | 24.6K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.25% | $360,158 | 13.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.24% | $7M | 259.1K | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.24% | $812,716 | 29.3K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.23% | $365,171 | 13.5K | Q3 2025OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.23% | $418,454 | 15.1K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.22% | $620,269 | 22.3K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.19% | $309,746 | 11.2K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.19% | $458,651 | 16.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.19% | $2M | 74.5K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.18% | $2M | 66.0K | Q3 2025OLDER |
| MYECFO, LLC$239M AUM | 0.16% | $383,366 | 13.8K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.15% | $529,297 | 19.1K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.12% | $1M | 40.0K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.12% | $512,005 | 18.4K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.11% | $233,045 | 8.4K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.10% | $223,385 | 8.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.10% | $28M | 1.02M | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.09% | $56M | 2.01M | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.09% | $815,839 | 29.4K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.09% | $6M | 200.4K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.09% | $221,941 | 8.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.08% | $4M | 136.9K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.08% | $209,116 | 7.5K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.07% | $400,521 | 14.4K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.06% | $342,836 | 12.3K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.06% | $920,383 | 33.2K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.06% | $242,176 | 8.6K | Q2 2026 |
| Trek Financial, LLC$1.9B AUM | 0.04% | $831,580 | 30.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 36.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $50M | 1.89M | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.04% | $666,962 | 24.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $12M | 430.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $222,237 | 8.2K | Q3 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.03% | $48,060 | 1.8K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.03% | $325,930 | 11.7K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $354,225 | 12.6K | Q2 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.03% | $263,439 | 9.8K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $1M | 51.8K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.03% | $140,632 | 5.1K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $450,287 | 16.2K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.03% | $86,292 | 3.2K | Q3 2025OLDER |
| Twin Lakes Capital Management, LLC$220M AUM | 0.02% | $53,382 | 1.9K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.02% | $117,342 | 4.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $501,593 | 18.6K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 50.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.02% | $811,497 | 31.0K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $236,626 | 8.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $467,784 | 16.9K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.02% | $120,090 | 4.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $855,980 | 30.8K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $615,717 | 22.2K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $48,385 | 1.7K | Q2 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 53.2K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $376,453 | 13.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $4M | 153.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 56.2K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $1M | 51.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 67.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $214,677 | 8.0K | Q3 2025OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.01% | $205,341 | 7.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $65M | 2.35M | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $71,967 | 2.7K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $337,645 | 12.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $334,647 | 12.1K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $27,760 | 1.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $71M | 2.55M | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $143M | 5.16M | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $305,881 | 11.7K | Q4 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.01% | $484,449 | 17.9K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.01% | $13,530 | 487 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 226.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $13M | 451.1K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.01% | $238,736 | 8.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $90,955 | 3.2K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.01% | $24,984 | 900 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $274,483 | 10.1K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 113.4K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.01% | $20,250 | 750 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $36M | 1.28M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $423,058 | 15.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 65.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $738,721 | 26.6K | Q2 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $6,024 | 217 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $486,663 | 18.6K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 39.4K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $91,608 | 3.3K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $251,100 | 9.3K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 115.0K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $11M | 380.4K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.00% | $104,655 | 3.8K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $4M | 153.3K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.00% | $4,164 | 150 | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $235,692 | 8.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $766,477 | 29.3K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $153,578 | 5.9K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $13,494 | 486 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $211,254 | 7.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $346,830 | 12.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $41M | 1.57M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 324.4K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.00% | $274,630 | 9.9K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 146.9K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $324,914 | 11.7K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $1M | 40.0K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $6M | 217.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $4M | 135.2K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $6,163 | 222 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 60.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 94.1K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $253,835 | 9.7K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 234.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $143,103 | 5.2K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $2,538 | 94 | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $307,194 | 11.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $25M | 913.0K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $424,728 | 15.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $63,543 | 2.3K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $206,118 | 7.4K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $8,328 | 300 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 47.6K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $181,550 | 6.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $783,943 | 28.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $20,297 | 775 | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $32,400 | 1.2K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $823,038 | 29.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 169.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 187.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,860 | 67 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $547,398 | 20.3K | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $231,143 | 8.8K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $44,280 | 1.6K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $96,545 | 3.4K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $1M | 40.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12M | 443.2K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $15,268 | 550 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 162.4K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $65,999 | 2.5K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $200,925 | 7.7K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 165.4K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $323,793 | 11.7K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $2,052 | 76 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 238.1K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $5,130 | 190 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $52,023 | 1.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $489,220 | 17.6K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $4,898 | 187 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 168.4K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $270,621 | 10.3K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $69,901 | 2.7K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $590,177 | 22.5K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $90,350 | 3.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $286,622 | 10.3K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $663,786 | 25.3K | Q4 2025OLDER |
| Founders Capital Management$205M AUM | 0.00% | $972 | 35 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $837,084 | 32.0K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $319,587 | 13.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,432 | 548 | Q2 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $629,497 | 23.3K | Q3 2025OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $476,695 | 17.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,427 | 300 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,230 | 224 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $98,422 | 3.8K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $34,682 | 1.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $899,424 | 32.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $222,615 | 8.5K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $2M | 68.4K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $121,478 | 4.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $815,533 | 29.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $280,487 | 10.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $13,880 | 500 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $235,960 | 8.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $997,795 | 35.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $603,142 | 21.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $7,560 | 280 | Q3 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,470 | 125 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $46,415 | 1.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $2,637 | 95 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 54.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $839,296 | 30.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $105,286 | 3.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,883 | 320 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $33,118 | 1.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $10,549 | 380 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $312,314 | 11.4K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $3,387 | 122 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $832 | 30 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,880 | 500 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,508 | 739 | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $305 | 11 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 64.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $20,959 | 755 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $4,248 | 153 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $60,447 | 2.3K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $31,890 | 1.2K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $1,166 | 42 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $22,208 | 800 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,488 | 480 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $9,873 | 356 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $486 | 18 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,310 | 50 | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $2,754 | 102 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,275 | 190 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $50 | 2 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $278 | 10 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.