SEC 13F Intelligence

ISHARES INC

CUSIP 464286608

Ishares Inc has 366 institutional holders in Filings Flow’s 13F database, together reporting 96.40M shares worth $5.9B as of Q1 2026. The largest reported holders are FMR LLC, Royal Bank Of Canada, and Blackrock, Inc..

Institutional Holders
366
Q1 2026
Reported Value
$5.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 196Q4 ’18Q1 ’19: 176Q2 ’19: 191Q2 ’19Q3 ’19: 174Q2 ’21: 188Q2 ’21Q4 ’21: 200Q4 ’22: 173Q4 ’22Q4 ’25: 351Q1 ’26: 366Q1 ’26Q2 ’26: 22filingsflow.com
Total reported value
Q4 ’18: $12.6BQ4 ’18Q1 ’19: $16.1BQ2 ’19: $12.8BQ2 ’19Q3 ’19: $10.5BQ2 ’21: $13.1BQ2 ’21Q4 ’21: $8.1BQ4 ’22: $2.5BQ4 ’22Q4 ’25: $5.5BQ1 ’26: $5.9BQ1 ’26Q2 ’26: $97Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MATAURO, LLC$692M AUM8.15%$56M900.1KQ1 2026OLDER
Naman Capital Ltda$360M AUM7.86%$28M451.8KQ1 2026OLDER
SEARCY FINANCIAL SERVICES INC /ADV$270M AUM5.01%$14M215.6KQ1 2026OLDER
Bulltick Wealth Management, LLC$453M AUM3.39%$15M245.1KQ1 2026OLDER
BFI Infinity Ltd.$178M AUM3.23%$6M91.9KQ1 2026OLDER
Climber Capital SA$153M AUM3.03%$5M86.2KQ1 2026OLDER
Goodman Financial Corp$582M AUM2.89%$17M268.5KQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM2.86%$5M73.7KQ1 2026OLDER
ACIMA PRIVATE WEALTH, LLC$344M AUM2.82%$10M139.8KQ2 2026
LCW Services, LLC$201M AUM2.71%$5M87.0KQ1 2026OLDER
Finley Financial, LLC$248M AUM2.31%$6M82.6KQ2 2026
Wallington Asset Management, LLC$752M AUM1.92%$14M230.4KQ1 2026OLDER
Evolution Wealth Advisors, LLC$981M AUM1.90%$19M298.3KQ1 2026OLDER
Hudson Portfolio Management LLC$119M AUM1.88%$2M35.6KQ1 2026OLDER
Endowment Wealth Management, Inc.$226M AUM1.44%$3M51.9KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM1.30%$13M210.3KQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM1.09%$18M293.2KQ1 2026OLDER
1607 Capital Partners, LLC$1.4B AUM1.01%$14M223.8KQ1 2026OLDER
Ballew Advisors, Inc$194M AUM0.99%$2M27.8KQ2 2026
Logan Stone Capital, LLC$360M AUM0.85%$3M53.7KQ4 2025OLDER
Dorsey Wright & Associates$807M AUM0.84%$7M107.8KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.77%$1M20.6KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.70%$14M222.7KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.69%$62M986.5KQ1 2026OLDER
SSA SWISS ADVISORS AG$215M AUM0.65%$1M21.7KQ4 2025OLDER
NOTTINGHAM ADVISORS, INC.$777M AUM0.64%$5M79.2KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.61%$2M36.3KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.58%$2M24.3KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.56%$24M387.5KQ1 2026OLDER
Sentinel Advisory Group, LLC$205M AUM0.56%$1M18.3KQ1 2026OLDER
Karpus Management, Inc.$3.2B AUM0.55%$18M280.3KQ1 2026OLDER
Collaborative Wealth Managment Inc.$218M AUM0.52%$1M23.2KQ4 2025OLDER
BLALOCK WILLIAMS, LLC$129M AUM0.50%$643,25010.3KQ1 2026OLDER
PGIM Custom Harvest LLC$6.4B AUM0.49%$32M503.7KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.48%$3M41.2KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.47%$1M21.2KQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.44%$10M153.2KQ1 2026OLDER
Pictet North America Advisors SA$1.0B AUM0.43%$4M68.9KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.42%$959,00015.0KQ4 2025OLDER
Upper Left Wealth Management, LLC$169M AUM0.40%$685,90810.9KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.40%$4M64.4KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.39%$18M287.0KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.38%$11M174.1KQ1 2026OLDER
VestGen Investment Management$181M AUM0.37%$679,45610.8KQ1 2026OLDER
Blueprint Financial Advisors LLC$675M AUM0.37%$2M39.4KQ1 2026OLDER
ORG Partners LLC$568M AUM0.33%$2M29.1KQ4 2025OLDER
GRIES FINANCIAL LLC$633M AUM0.30%$2M30.6KQ3 2025OLDER
Sterling Investment Counsel, LLC$357M AUM0.30%$1M16.9KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.29%$355M5.67MQ1 2026OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.29%$6M103.1KQ1 2026OLDER
GUERRA PAN ADVISORS, LLC$162M AUM0.28%$449,3797.2KQ1 2026OLDER
PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM0.28%$16M250.3KQ1 2026OLDER
Forthright Family Wealth Advisory LLC$149M AUM0.27%$402,5067.9KQ1 2026OLDER
Blueprint Investment Partners LLC$980M AUM0.25%$2M39.4KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.23%$1M18.9KQ2 2026
Private Wealth Advisors, LLC$356M AUM0.22%$792,70912.7KQ1 2026OLDER
Financial Alternatives, Inc$185M AUM0.22%$400,8966.4KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.20%$250,5604.0KQ1 2026OLDER
TPG Financial Advisors, LLC$307M AUM0.20%$626,33710.0KQ1 2026OLDER
Columbus Macro, LLC$936M AUM0.20%$2M29.6KQ1 2026OLDER
Vivaldi Capital Management LP$723M AUM0.20%$1M22.6KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.19%$115M1.83MQ1 2026OLDER
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM0.19%$3M42.3KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.19%$3M42.5KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.19%$2M25.2KQ1 2026OLDER
COMPASS CAPITAL CORP /MA/ /ADV$279M AUM0.18%$509,2747.6KQ1 2026OLDER
TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM0.18%$2M25.1KQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.18%$8M130.4KQ1 2026OLDER
ARRIEN INVESTMENTS, INC.$184M AUM0.17%$320,0285.1KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.17%$3M46.5KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.17%$419,9296.7KQ1 2026OLDER
SHARPEPOINT LLC$168M AUM0.17%$278,1224.4KQ1 2026OLDER
Ocean Park Asset Management, LLC$1.7B AUM0.16%$3M53.8KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.16%$258M4.12MQ1 2026OLDER
Carrera Capital Advisors$649M AUM0.16%$1M16.2KQ1 2026OLDER
Brown Miller Wealth Management, LLC$352M AUM0.15%$541,5238.6KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.15%$2M27.4KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.14%$3M48.1KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.14%$2M29.1KQ1 2026OLDER
PUREfi Wealth, LLC$153M AUM0.14%$206,9633.3KQ1 2026OLDER
Destiny Capital Corp/CO$188M AUM0.13%$249,7464.0KQ1 2026OLDER
AMJ Financial Wealth Management$424M AUM0.13%$564,1989.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.13%$743M11.86MQ1 2026OLDER
3 FACTOR INDEXING, LLC$118M AUM0.13%$152,2052.2KQ2 2026
Fortitude Advisory Group L.L.C.$222M AUM0.13%$280,6904.5KQ1 2026OLDER
Portfolio Resources Advisor Group, Inc.$101M AUM0.13%$126,3452.0KQ1 2026OLDER
TRUE Private Wealth Advisors$1.0B AUM0.12%$1M20.8KQ1 2026OLDER
MMBG INVESTMENT ADVISORS CO.$1.1B AUM0.12%$1M21.2KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.12%$1M17.3KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.12%$503,1329.8KQ4 2025OLDER
Conservest Capital Advisors, Inc.$1.1B AUM0.12%$1M21.1KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.11%$9M149.2KQ1 2026OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM0.11%$630,42610.2KQ3 2025OLDER
BAYBAN$115M AUM0.11%$124,9672.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.11%$6M90.3KQ1 2026OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.10%$703,76011.2KQ1 2026OLDER
HWG Holdings LP$385M AUM0.10%$395,0086.3KQ1 2026OLDER
Balefire, LLC$613M AUM0.10%$622,5659.0KQ2 2026
BARINGS LLC$6.2B AUM0.10%$6M99.4KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.10%$2M39.6KQ1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.10%$8M124.0KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.09%$12M180.7KQ4 2025OLDER
Garde Capital, Inc.$1.7B AUM0.09%$2M24.0KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.09%$2M30.0KQ3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.09%$173,6392.8KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.09%$25M406.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.09%$6M91.0KQ3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.08%$2M38.6KQ4 2025OLDER
WBH ADVISORY INC$1.3B AUM0.08%$1M17.6KQ1 2026OLDER
Fort Sheridan Advisors LLC$828M AUM0.08%$651,89710.2KQ4 2025OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.08%$5M70.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.08%$3M45.1KQ2 2026
Shira Ridge Wealth Management$287M AUM0.08%$229,4893.3KQ2 2026
SOL Capital Management CO$206M AUM0.08%$88313.8KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.08%$5M77.7KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.08%$2M32.3KQ2 2026
Stone Summit Wealth LLC$359M AUM0.08%$269,7904.3KQ1 2026OLDER
Legacy Advisors, LLC$848M AUM0.07%$626,14910.0KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.07%$214M3.41MQ1 2026OLDER
Warren Street Wealth Advisors, LLC$393M AUM0.07%$242,7433.9KQ3 2025OLDER
WHITE PINE CAPITAL LLC$355M AUM0.07%$255,9474.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.07%$3M46.0KQ4 2025OLDER
EWG Elevate Inc.$320M AUM0.07%$224,3473.6KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.07%$2M30.0KQ1 2026OLDER
Balance Wealth, LLC$322M AUM0.07%$212,4233.4KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.07%$1M20.0KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.06%$5M82.9KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.06%$455,7697.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.06%$516M8.23MQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.06%$40M637.3KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.06%$75,2311.2KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.05%$13M203.6KQ2 2026
MGB Wealth Management, LLC$350M AUM0.05%$167,1932.6KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.05%$3M48.5KQ1 2026OLDER
AWM CAPITAL, LLC$1.1B AUM0.05%$512,2078.2KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.05%$207,9653.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.05%$872M13.92MQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.05%$335,1445.0KQ1 2026OLDER
INSPIRION WEALTH ADVISORS, LLC$874M AUM0.04%$321,2676.2KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.04%$8M125.9KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.04%$287,2674.6KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$96,7161.5KQ1 2026OLDER
Hamrick Investment Counsel, llc$180M AUM0.04%$70,7841.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.04%$535M8.54MQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.04%$2M30.0KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.04%$6M89.3KQ1 2026OLDER
REGATTA CAPITAL GROUP, LLC$661M AUM0.04%$255,2474.0KQ4 2025OLDER
Trivium Point Advisory, LLC$553M AUM0.04%$210,7213.4KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.04%$2M37.1KQ1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.04%$658,48310.6KQ3 2025OLDER
United Advisor Group, LLC$811M AUM0.04%$305,4334.9KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.04%$45,665729Q1 2026OLDER
Hexagon Capital Partners LLC$683M AUM0.04%$250,3094.0KQ1 2026OLDER
BBR PARTNERS, LLC$1.8B AUM0.04%$641,30810.2KQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.04%$106,2781.7KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.04%$513,9408.1KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.04%$794,15012.7KQ1 2026OLDER
Mill Creek Capital Advisors, LLC$4.9B AUM0.04%$2M27.4KQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.03%$438,9817.0KQ1 2026OLDER
Curat Global, LLC$102M AUM0.03%$34,264547Q1 2026OLDER
BECKER CAPITAL MANAGEMENT INC$3.4B AUM0.03%$1M17.7KQ1 2026OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.03%$2M37.7KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.03%$51,490822Q1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.03%$455,1427.3KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.03%$408,0046.4KQ4 2025OLDER
Maridea Wealth Management LLC$688M AUM0.03%$206,0863.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.03%$191M3.05MQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.03%$135,1072.1KQ1 2026OLDER
MATTERN CAPITAL MANAGEMENT, LLC$835M AUM0.02%$205,4593.3KQ1 2026OLDER
Family Manage LLC$834M AUM0.02%$201,0123.2KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.02%$909,95813.1KQ2 2026
Mendota Financial Group, LLC$161M AUM0.02%$32,782511Q4 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.02%$41,907669Q1 2026OLDER
MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM0.02%$238,2203.8KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$908,03515.2KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.02%$6M98.8KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.02%$5M85.4KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.02%$7M116.0KQ1 2026OLDER
United Financial Planning Group LLC$169M AUM0.02%$34,745886Q3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.02%$82,9981.3KQ1 2026OLDER
Leo H. Evart, Inc.$117M AUM0.02%$25,445406Q1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$682,65110.9KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.02%$790,40811.8KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$2M26.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.02%$19M310.5KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$242,7473.8KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M37.7KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$269,6694.2KQ4 2025OLDER
Parcion Private Wealth LLC$1.6B AUM0.02%$316,9935.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M20.7KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.02%$320,8425.1KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.02%$323,7245.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$6M103.7KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.02%$541,5238.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.02%$2M28.9KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.02%$103,2931.6KQ1 2026OLDER
EFG International AG$4.7B AUM0.02%$803,40512.8KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$702,53611.0KQ4 2025OLDER
Chung Wu Investment Group, LLC$116M AUM0.02%$18,792300Q1 2026OLDER
Moss Adams Wealth Advisors LLC$1.4B AUM0.02%$221,1823.5KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.02%$257,4504.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.02%$62,515998Q1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.02%$32,699522Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.01%$357,7515.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$63M1.00MQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.01%$59,007942Q1 2026OLDER
Evelyn Partners Asset Management Ltd$406M AUM0.01%$58,380932Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$16M256.0KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$26M419.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$233M3.64MQ1 2026OLDER
Breakwater Investment Management$269M AUM0.01%$36,144577Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$464,5397.4KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.01%$775,29512.4KQ1 2026OLDER
Gleason Group, Inc.$1.0B AUM0.01%$126,4872.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$1M16.7KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.01%$313,2315.0KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.01%$24,492391Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$8M193.0KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM0.01%$206,7563.3KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$657,55010.3KQ4 2025OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$344,4455.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$386,5686.2KQ3 2025OLDER
RWA WEALTH PARTNERS, LLC$9.1B AUM0.01%$1M16.0KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$640M10.22MQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$2M32.7KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.01%$416,3056.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$10M161.1KQ4 2025OLDER
Summit Financial, LLC$7.8B AUM0.01%$821,85013.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$55M880.9KQ2 2026
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.01%$332,7815.3KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$27M433.6KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.01%$15,733254Q3 2025OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$285,8664.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$37M597.2KQ1 2026OLDER
Retirement Planning Group, LLC$3.2B AUM0.01%$286,0774.6KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.01%$28,689458Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$942,73315.1KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$519,9388.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M36.8KQ2 2026
Quantinno Capital Management LP$59.9B AUM0.01%$5M77.3KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.01%$31,132497Q1 2026OLDER
Bangor Savings Bank$1.4B AUM0.01%$108,3511.6KQ2 2026
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$26,922420Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$506,6748.1KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M21.8KQ1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.01%$21,924350Q1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$296,7884.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$4M66.2KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.01%$24,054384Q1 2026OLDER
Copia Wealth Management$146M AUM0.01%$10,273164Q1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.01%$479,1337.6KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$212,9763.4KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.01%$234,7093.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$484,6467.7KQ1 2026OLDER
LFA - Lugano Financial Advisors SA$197M AUM0.01%$12,340197Q1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$13,900200Q2 2026
Bernard Wealth Management Corp.$234M AUM0.01%$14,470231Q1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.01%$203,2443.2KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$328,9985.3KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$257,0124.1KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$18,896295Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M25.0KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$311,7595.0KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$685,72010.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$13M203.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$207,0433.2KQ4 2025OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.01%$7,743125Q1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$226,1893.5KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$24M390.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$39M629.8KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.01%$4M59.5KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$308,1424.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$973,74815.5KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.00%$12,528200Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$1M18.2KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$378,4716.0KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$218,3003.1KQ2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M268.5KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$684,13910.7KQ1 2026OLDER
S&T BANK/PA$268M AUM0.00%$11,714187Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M33.5KQ1 2026OLDER
Archer Investment Corp$469M AUM0.00%$19,920318Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$231,7633.7KQ2 2026
Facet Wealth, Inc.$5.8B AUM0.00%$240,2243.8KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$41,770601Q2 2026
Medallion Wealth Advisors, LLC$306M AUM0.00%$12,528200Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7M110.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$13M202.6KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$517,6578.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M52.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M56.5KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$152,5912.4KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$14,094225Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M55.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M51.7KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$10,082161Q1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$11,463183Q1 2026OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM0.00%$15,034240Q1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$16,412262Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M36.1KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$252,5553.9KQ4 2025OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$216,2603.8KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.00%$100,7221.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$257,0124.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M48.4KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.00%$217,9253.5KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$274,7974.3KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M23.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M36.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$70,8511.2KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.00%$10,711171Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$38M630.1KQ1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.00%$36,528583Q2 2026
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$300,0464.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$1M21.7KQ4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$39,150625Q1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$10,272164Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$267,1764.3KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$305,0574.9KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$8,206131Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$381,2516.1KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$1M19.3KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$472,9227.5KQ1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.00%$18,166290Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$213,1633.4KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$12,388200Q3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M23.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$31,320500Q1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$733,70211.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$101,0991.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$305,8414.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$926,20414.8KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$82,2881.2KQ2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$253,1284.0KQ1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.00%$133,2982.1KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M33.7KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$36,729573Q4 2025OLDER
&PARTNERS$20.2B AUM0.00%$220,0933.5KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$371,0335.9KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$28,689458Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$197,4413.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$805,73812.9KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$5,78192Q1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.00%$2,78745Q3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M25.1KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$12,591201Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M30.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$152,8422.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M56.0KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$8,143130Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$224,2853.6KQ3 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$262,9284.2KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$10,425150Q2 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M16.3KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M102.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$388,4936.2KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$13,752217Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$201,7233.1KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$6,13998Q1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$1,17719Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$904,11114.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$20,107321Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$408,9776.5KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.00%$12,663213Q3 2025OLDER
Front Row Advisors LLC$296M AUM0.00%$1,75428Q1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$8,486137Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$209,9043.4KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M20.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$329,2985.3KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$23,553376Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M47.0KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$14,592233Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$18,397287Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$91,4551.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$379,7206.1KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$105,2981.7KQ3 2025OLDER
MASECO LLP$3.2B AUM0.00%$7,436116Q4 2025OLDER
Concord Wealth Partners$770M AUM0.00%$2,30836Q4 2025OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$2,69443Q1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$10,022160Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$6,264100Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$26,246419Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$4,07265Q1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$12,465199Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$58,091918Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$5,82693Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$83,3741.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$621,5779.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$132,4842.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$240,0793.9KQ3 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$1,56925Q1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$1,25118Q2 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$640,35710.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$233,4593.7KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$20,848333Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$5,01280Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$3,50856Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$13,656218Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$200,5113.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$6,13998Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$41,088641Q4 2025OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$17,352277Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$11,893192Q3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$228,3853.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$78,3001.3KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$11,892192Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$34,998546Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$56,376900Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$1,12818Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$721Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1252Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.