ISHARES INC
CUSIP 464286319
Ishares Inc has 194 institutional holders in Filings Flow’s 13F database, together reporting 18.74M shares worth $631M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Keybank National Association/Oh, and Ubs Group AG.
Institutional Holders
194
Q1 2026
Reported Value
$631M
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 |
|---|---|---|---|---|
| Grange Capital, LLC$100M AUM | 3.87% | $4M | 113.0K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 3.17% | $8M | 222.9K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 2.21% | $8M | 235.5K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 2.12% | $8M | 224.7K | Q1 2026OLDER |
| Prentice Wealth Management LLC$443M AUM | 1.99% | $9M | 255.9K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 1.92% | $7M | 207.1K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 1.57% | $2M | 66.7K | Q1 2026OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 1.31% | $1M | 39.7K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 1.17% | $2M | 48.6K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 1.13% | $3M | 73.2K | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 1.06% | $2M | 52.8K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.68% | $3M | 90.9K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.68% | $904,121 | 26.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.65% | $12M | 357.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.64% | $9M | 261.5K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.61% | $969,516 | 27.0K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.59% | $28M | 820.0K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.59% | $3M | 100.9K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.56% | $5M | 155.3K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 0.53% | $2M | 49.7K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.50% | $5M | 151.3K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.48% | $6M | 180.0K | Q2 2026 |
| Concord Wealth Partners$770M AUM | 0.46% | $4M | 103.1K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.44% | $572,395 | 16.6K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.37% | $2M | 45.3K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.34% | $9M | 250.0K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.34% | $795,359 | 25.5K | Q4 2025OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.30% | $713,041 | 20.7K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.29% | $6M | 177.3K | Q4 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.28% | $5M | 154.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.25% | $739,394 | 21.5K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.25% | $689,847 | 23.2K | Q3 2025OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.25% | $828,462 | 24.1K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.23% | $1M | 30.9K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.21% | $545,920 | 15.9K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.20% | $696,151 | 19.6K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.20% | $2M | 53.5K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.20% | $486,959 | 14.2K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.19% | $943,222 | 30.3K | Q4 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.17% | $2M | 51.6K | Q2 2026 |
| Encompass More Asset Management$597M AUM | 0.16% | $865,562 | 27.8K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.15% | $3M | 108.4K | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.14% | $350,366 | 11.8K | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.14% | $37M | 1.08M | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.13% | $990,979 | 28.8K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.13% | $226,049 | 6.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.13% | $8M | 232.0K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 0.12% | $327,087 | 10.5K | Q4 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.10% | $481,836 | 14.0K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.09% | $915,323 | 26.6K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.09% | $926,782 | 27.0K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.08% | $1M | 35.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.08% | $18M | 529.9K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.08% | $701,352 | 20.4K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.08% | $394,334 | 12.2K | Q2 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.07% | $372,420 | 12.5K | Q3 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.07% | $217,660 | 6.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.07% | $443,699 | 14.9K | Q3 2025OLDER |
| Straight Path Wealth Management$374M AUM | 0.07% | $259,569 | 7.5K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.06% | $523,221 | 15.2K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 0.06% | $375,602 | 10.9K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.06% | $199,404 | 5.8K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $582,491 | 16.9K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.05% | $277,597 | 8.9K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $3M | 94.6K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.04% | $257,541 | 7.5K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 0.03% | $63,216 | 1.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.03% | $33,207 | 966 | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $1M | 39.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $475,897 | 13.8K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.03% | $257,850 | 7.5K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.03% | $2M | 44.1K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.02% | $205,592 | 6.0K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.02% | $170,078 | 4.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $36M | 1.05M | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $1M | 39.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 138.3K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $9M | 268.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $561,623 | 16.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $306,411 | 9.5K | Q2 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $27,779 | 808 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 51.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $791,119 | 23.0K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $736,401 | 24.8K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 31.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 244.5K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $28,535 | 830 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 96.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $715,531 | 20.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $2M | 77.9K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $536,431 | 15.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $2M | 51.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $358,221 | 10.4K | Q2 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $364,982 | 12.3K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 69.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $474,343 | 13.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $611,242 | 17.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 98.6K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $582,157 | 16.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $504,148 | 14.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 246.1K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.01% | $19,818 | 636 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $101,868 | 3.0K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $86,638 | 2.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $172,113 | 5.8K | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 47.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $139,102 | 4.0K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.01% | $37,891 | 1.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $36M | 1.04M | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $294,460 | 8.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $6M | 171.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 169.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 121.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 70.5K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $555,374 | 16.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $39,365 | 1.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $701,352 | 20.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $268,599 | 8.6K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $225,287 | 7.2K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 173.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $138,562 | 4.0K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $415,998 | 12.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 39.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $6M | 180.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $84,059 | 2.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 31.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $85,850 | 2.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $972,610 | 28.3K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $58,446 | 1.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 52.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $36M | 1.06M | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $322,313 | 9.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 150.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 124.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $268,293 | 7.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 52.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $53M | 1.53M | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $21,488 | 625 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $218,519 | 6.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $39,296 | 1.1K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $284,962 | 8.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 74.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $235,419 | 6.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $548,520 | 16.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 54.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $247,150 | 7.9K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 42.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 59.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $553,059 | 17.7K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $12M | 348.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $19M | 563.0K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $5,493 | 185 | Q4 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $9,661 | 281 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $34M | 1.09M | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $41,840 | 1.2K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $42,690 | 1.4K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 315.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 171.5K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 49.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $26,473 | 770 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $6,360 | 185 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $123,974 | 3.6K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $326,610 | 9.5K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.00% | $3,147 | 101 | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $27,710 | 806 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 309.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $282,055 | 9.5K | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $34,380 | 1.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 135.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $33,741 | 1.0K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $5,157 | 160 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 53.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $400,196 | 11.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $207,931 | 6.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $638,344 | 20.5K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 172.5K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $314,167 | 9.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $238,281 | 7.6K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 104.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $451,375 | 13.1K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $1,994 | 58 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $32,283 | 939 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $46,860 | 1.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $636,924 | 18.5K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $1,805 | 18 | Q3 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $232,168 | 6.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 244.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $953,774 | 28.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $5,501 | 160 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $223,195 | 6.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $239,223 | 7.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $3,164 | 101 | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $904 | 29 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,423 | 250 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $278,888 | 8.1K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $279 | 8 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $1,977 | 57 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $54,209 | 1.7K | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $9,322 | 271 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $16,787 | 488 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $55,868 | 1.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $29,464 | 857 | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $674 | 20 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $8,204 | 263 | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,215 | 41 | Q3 2025OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 0.00% | $5,054 | 147 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $258,129 | 8.3K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $206 | 6 | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $447 | 13 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $11,964 | 348 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $860 | 25 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $84,712 | 2.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7,907 | 230 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $29,223 | 850 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,097 | 61 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $11,529 | 370 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $206 | 6 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $250,183 | 7.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $82,317 | 2.4K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $4 | 0 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2,664 | 93 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $24 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.