ISHARES INC
CUSIP 464286509
Ishares Inc has 372 institutional holders in Filings Flow’s 13F database, together reporting 65.59M shares worth $3.5B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Royal Bank Of Canada, and Blackrock, Inc..
Institutional Holders
372
Q1 2026
Reported Value
$3.5B
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 |
|---|---|---|---|---|
| Anson Funds Management LP$2.3B AUM | 14.33% | $164M | 3.00M | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 6.83% | $17M | 311.8K | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 4.48% | $6M | 110.8K | Q1 2026OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 3.44% | $30M | 550.0K | Q1 2026OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 2.33% | $3M | 48.1K | Q4 2025OLDER |
| Stairway Partners, LLC$2.1B AUM | 2.23% | $47M | 820.0K | Q2 2026 |
| Obsido Oy$165M AUM | 1.70% | $3M | 51.4K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 1.66% | $9M | 162.7K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 1.11% | $2M | 37.3K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 1.10% | $4M | 75.4K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 1.09% | $2M | 25.9K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 1.08% | $3M | 50.3K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 1.04% | $44M | 806.8K | Q4 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 1.02% | $7M | 125.5K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.00% | $4M | 64.1K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.96% | $4M | 70.3K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.94% | $16M | 297.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.93% | $22M | 396.2K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.75% | $11M | 3.15M | Q3 2025OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.75% | $3M | 61.6K | Q4 2025OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.72% | $2M | 30.2K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.68% | $8M | 143.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.67% | $409M | 7.46M | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.61% | $29M | 526.5K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.61% | $9M | 160.3K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.59% | $25M | 465.9K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.58% | $99M | 1.80M | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 0.54% | $8M | 133.0K | Q2 2026 |
| Karpus Management, Inc.$3.2B AUM | 0.54% | $17M | 314.3K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.52% | $761,143 | 13.9K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.49% | $1M | 25.5K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 0.48% | $23M | 410.9K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.48% | $2M | 43.6K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.43% | $1M | 19.0K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.42% | $23M | 410.9K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.42% | $2M | 30.5K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.41% | $660,713 | 12.1K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.40% | $4M | 66.7K | Q4 2025OLDER |
| Center For Asset Management LLC$201M AUM | 0.36% | $723,113 | 13.2K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.35% | $210M | 3.84M | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 0.34% | $605,351 | 11.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.34% | $3M | 52.2K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.33% | $1M | 20.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.33% | $9M | 153.1K | Q2 2026 |
| Ramiah Investment Group$275M AUM | 0.32% | $294,479 | 6.4K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.31% | $106M | 1.93M | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 0.31% | $490,042 | 8.9K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.31% | $1M | 25.1K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.28% | $5M | 98.7K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.28% | $68M | 1.25M | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.28% | $12M | 220.1K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.27% | $7M | 134.8K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 0.27% | $607,683 | 11.3K | Q4 2025OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.26% | $6M | 112.1K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.25% | $252,750 | 5.0K | Q3 2025OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.25% | $430,102 | 7.8K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.24% | $992,256 | 17.2K | Q2 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.24% | $984,933 | 17.8K | Q4 2025OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.23% | $301,126 | 5.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.23% | $2M | 35.9K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.23% | $265M | 4.84M | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.22% | $420,020 | 7.7K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.22% | $4M | 78.5K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.21% | $3M | 54.0K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.21% | $13M | 240.7K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.20% | $2M | 34.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.20% | $99M | 1.80M | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.20% | $1M | 20.7K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.20% | $269,650 | 5.0K | Q4 2025OLDER |
| Korea Investment CORP$48.3B AUM | 0.19% | $92M | 1.69M | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.19% | $4M | 67.3K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.18% | $3M | 56.2K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.18% | $4M | 72.0K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.17% | $588,390 | 10.7K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.17% | $43M | 789.9K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.15% | $1M | 19.8K | Q3 2025OLDER |
| Creekside Partners$243M AUM | 0.15% | $363,860 | 6.6K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.15% | $233,895 | 4.3K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.15% | $5M | 100.0K | Q3 2025OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.15% | $338,451 | 6.2K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 0.14% | $591,896 | 10.8K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.14% | $339,698 | 6.2K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.14% | $2M | 39.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.13% | $909,290 | 16.6K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.13% | $302,128 | 5.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.12% | $4M | 65.7K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.12% | $246,381 | 4.9K | Q3 2025OLDER |
| Boltwood Capital Management$436M AUM | 0.12% | $518,760 | 9.0K | Q2 2026 |
| Curbstone Financial Management Corp$523M AUM | 0.12% | $607,073 | 11.1K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.11% | $684,507 | 11.7K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.11% | $407,528 | 7.4K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.11% | $2M | 38.1K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.11% | $266,325 | 4.9K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.10% | $216,730 | 2.2K | Q4 2025OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.10% | $368,189 | 6.7K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $2M | 37.5K | Q3 2025OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.10% | $257,513 | 4.7K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.10% | $992,460 | 18.3K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.10% | $29M | 522.4K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.09% | $242,172 | 4.4K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.09% | $146,452 | 2.7K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.09% | $763,973 | 13.9K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.09% | $534,257 | 9.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.09% | $504M | 9.19M | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.08% | $828,425 | 15.1K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.08% | $308,990 | 5.6K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.08% | $783,223 | 14.3K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.08% | $241,003 | 4.4K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.08% | $156,587 | 2.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.07% | $178M | 3.25M | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.07% | $444,293 | 8.1K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 0.07% | $217,900 | 4.0K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.07% | $619,894 | 11.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.07% | $1M | 19.8K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.06% | $1M | 19.6K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.06% | $21M | 380.9K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.06% | $323,042 | 5.9K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.06% | $128,757 | 2.4K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.06% | $76M | 1.49M | Q3 2025OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.06% | $5M | 97.7K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.06% | $578,199 | 10.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $1M | 26.7K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.06% | $409,610 | 7.5K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.06% | $10M | 173.5K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.05% | $2M | 34.8K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.05% | $83,338 | 1.6K | Q3 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.05% | $928,088 | 16.9K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.05% | $253,383 | 4.7K | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.05% | $30M | 551.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.05% | $1M | 19.9K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.05% | $82,021 | 1.5K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.05% | $217,641 | 4.0K | Q4 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.05% | $6M | 103.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.04% | $38M | 695.4K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $273,444 | 4.7K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $682M | 12.77M | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.04% | $245,240 | 4.5K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.04% | $383,530 | 7.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 18.5K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.04% | $11M | 203.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.04% | $731,940 | 13.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $78,485 | 1.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $869,981 | 15.9K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.04% | $468,291 | 8.5K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.04% | $105,471 | 1.9K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.03% | $5M | 88.5K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.03% | $1M | 18.5K | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $155,056 | 2.8K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.03% | $274,000 | 5.0K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $329,586 | 5.7K | Q2 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 0.03% | $67,556 | 1.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $176M | 3.22M | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.03% | $46,845 | 855 | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $6M | 113.5K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $808,088 | 15.0K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 22.9K | Q2 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.03% | $482,152 | 8.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $249,313 | 4.9K | Q3 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $209,217 | 3.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.02% | $66M | 1.21M | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $19M | 341.1K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $296,578 | 5.4K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.02% | $34,880 | 690 | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 19.9K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $8M | 142.1K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $390,677 | 7.2K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $296,304 | 5.4K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $35M | 644.2K | Q1 2026OLDER |
| COOPERMAN LEON G$3.0B AUM | 0.02% | $686,573 | 12.5K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.02% | $175,476 | 11.1K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.02% | $2M | 29.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $51,525 | 955 | Q4 2025OLDER |
| North Capital, Inc.$118M AUM | 0.02% | $28,629 | 566 | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $542,099 | 10.7K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $21M | 374.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 138.0K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $234,363 | 4.1K | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $18M | 330.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $57,749 | 1.1K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.02% | $763,499 | 13.2K | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $169M | 3.09M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $481,287 | 9.5K | Q3 2025OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $842,561 | 15.4K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $739,709 | 13.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $440,402 | 8.0K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $306,087 | 5.6K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.02% | $375,255 | 6.8K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 20.6K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.02% | $35,614 | 650 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $4M | 74.6K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $1M | 24.2K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.01% | $242,555 | 4.4K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $43,832 | 800 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $304,468 | 5.6K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $46,002 | 853 | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $48M | 881.9K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $3M | 46.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $38,463 | 702 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $7M | 118.7K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $3M | 51.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $539,956 | 9.9K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $399,042 | 7.9K | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $13,150 | 240 | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.01% | $21,916 | 400 | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $86,288 | 1.6K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 192.8K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $14,684 | 268 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 36.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $491,247 | 9.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $49,552 | 898 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $576,062 | 10.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $746,076 | 13.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $77M | 1.40M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $84M | 1.54M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 21.9K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.01% | $24,941 | 452 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $61M | 1.12M | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $280,196 | 5.1K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.01% | $1M | 19.3K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $15,287 | 279 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $114M | 2.08M | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $258,165 | 4.6K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.01% | $16,763 | 306 | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.01% | $518,916 | 9.5K | Q2 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.01% | $532,559 | 9.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $465M | 8.48M | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 105.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $436,078 | 8.1K | Q4 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $19,177 | 350 | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $37,187 | 679 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $48M | 876.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $856,970 | 15.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 118.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $116M | 2.15M | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $454,155 | 8.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $74,569 | 1.4K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.01% | $201,079 | 3.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 454.3K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $10,958 | 200 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $8M | 146.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $273,266 | 5.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $12M | 217.3K | Q1 2026OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 0.01% | $253,513 | 4.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $115,487 | 2.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $248,742 | 4.6K | Q4 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $210,942 | 3.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $5M | 83.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 71.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $526,360 | 9.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $12M | 213.6K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $5M | 98.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $186,615 | 3.4K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $206,887 | 3.8K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.01% | $24,382 | 445 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.01% | $599 | 11.1K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 32.3K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $13,260 | 242 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $401,556 | 7.3K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.00% | $9,863 | 180 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $199,856 | 3.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $233,954 | 4.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $159,056 | 2.9K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $7,781 | 142 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $19M | 350.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $6M | 121.3K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $241,624 | 4.4K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.00% | $31,273 | 571 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $5M | 86.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $667,945 | 12.2K | Q2 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $9,314 | 170 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $21,916 | 400 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $331,472 | 6.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 44.1K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $362,415 | 11.1K | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.00% | $152,500 | 525.0K | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $778,018 | 14.2K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $15,232 | 278 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $554,451 | 10.1K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $79,651 | 1.5K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $309,454 | 5.6K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $4,954 | 98 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $20,546 | 375 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $413,875 | 7.6K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $33,976 | 630 | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $5M | 92.1K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $1M | 19.0K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $20,220 | 400 | Q3 2025OLDER |
| Security National Bank$838M AUM | 0.00% | $23,575 | 409 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 266.5K | Q2 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $27,395 | 500 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $46,572 | 850 | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $933,293 | 17.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 22.2K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $714,571 | 13.0K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $6,465 | 118 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 46.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $5,877 | 100 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $27,669 | 505 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $355,938 | 6.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $98,622 | 1.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $35,055 | 650 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $223,148 | 4.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $572,010 | 10.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $371,695 | 6.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $10M | 176.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $67,035 | 1.2K | Q2 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $6,849 | 125 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $418,987 | 7.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $919,595 | 16.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $260,633 | 4.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $476,764 | 8.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 23.5K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $1M | 20.1K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $48,846 | 892 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $17,638 | 306 | Q2 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $115,683 | 2.0K | Q2 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $325,343 | 5.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 55.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $16,177 | 320 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $107,662 | 2.0K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $21,642 | 395 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 109.6K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $28,820 | 500 | Q2 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $316,029 | 5.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $348,136 | 6.4K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $115,780 | 2.0K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $39,000 | 737 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $19,670 | 359 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $12,876 | 235 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $54,132 | 988 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $21,259 | 388 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 27.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $211,575 | 3.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $249,618 | 4.9K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $5,533 | 101 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $733,191 | 13.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $248,637 | 4.5K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $24M | 430.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $678,081 | 12.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $288,102 | 5.3K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $213,297 | 3.9K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $3M | 56.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $4,786 | 87 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $197,682 | 3.6K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $2,804 | 52 | Q4 2025OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $6,459 | 112 | Q2 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 51.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 54.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $346,884 | 6.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $496,625 | 9.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $159,659 | 2.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 23.3K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $264,095 | 4.9K | Q4 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $267,538 | 4.9K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $67,309 | 1.2K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $157,109 | 3.1K | Q3 2025OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $839,273 | 15.3K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,425 | 26 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $13,150 | 240 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $608,510 | 11.1K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $1,370 | 25 | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $3,053 | 56 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $30,330 | 600 | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $40,545 | 740 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 80.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $37,696 | 688 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $8,231 | 149 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $27,745 | 500 | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $280,436 | 5.2K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 23.2K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 42.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $236,090 | 4.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $287,393 | 5.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $361,553 | 6.6K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $4,038 | 73 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $572,720 | 10.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $3,206 | 58 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $282,004 | 5.1K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $4,000 | 73 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 32.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $43,365 | 791 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $4,848 | 88 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $41,969 | 766 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,983 | 112 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $11,013 | 201 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $118,700 | 2.2K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,724 | 31.5K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $167,000 | 3.3K | Q3 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $219 | 4 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $42,767 | 781 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $358,381 | 6.5K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $986 | 18 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,753 | 51 | Q4 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $8,766 | 160 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $607 | 12 | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $5,095 | 93 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $10,161 | 201 | Q3 2025OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $1,294 | 24 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $12,273 | 224 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $189,737 | 3.5K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $241,350 | 4.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $493 | 9 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,133 | 21 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,534 | 28 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $657 | 12 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $16,328 | 306 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $19,514 | 356 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $3,726 | 68 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,740 | 50 | Q2 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $4,550 | 90 | Q3 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $165 | 3 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $455 | 9 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $108 | 2 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1,479 | 27 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.