ISHARES INC
CUSIP 464286806
Ishares Inc has 210 institutional holders in Filings Flow’s 13F database, together reporting 14.74M shares worth $573M as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Blackrock, Inc..
Institutional Holders
210
Q1 2026
Reported Value
$573M
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 |
|---|---|---|---|---|
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 4.22% | $14M | 336.4K | Q4 2025OLDER |
| Rice Partnership, LLC$732M AUM | 3.35% | $25M | 618.2K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 1.57% | $5M | 124.4K | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 1.51% | $3M | 75.2K | Q4 2025OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 1.36% | $2M | 42.4K | Q4 2025OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.34% | $6M | 131.9K | Q4 2025OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 1.17% | $5M | 117.5K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.16% | $3M | 83.1K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 1.15% | $14M | 335.0K | Q3 2025OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 1.13% | $1M | 34.1K | Q4 2025OLDER |
| Sankala Group LLC$122M AUM | 1.12% | $1M | 35.7K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 1.00% | $1M | 25.1K | Q3 2025OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.94% | $54M | 1.29M | Q3 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.91% | $4M | 89.8K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.82% | $2M | 44.1K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.68% | $1M | 29.6K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.67% | $2M | 52.2K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.65% | $1M | 37.7K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.55% | $2M | 49.0K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.52% | $527,571 | 13.3K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.50% | $3M | 75.0K | Q4 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.45% | $1M | 27.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.42% | $11M | 265.8K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.40% | $4M | 85.2K | Q4 2025OLDER |
| Mount Lucas Management LP$271M AUM | 0.35% | $882,725 | 20.8K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.35% | $22M | 552.2K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.33% | $604,888 | 15.2K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.32% | $721,201 | 18.2K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.29% | $522,414 | 13.2K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.29% | $1M | 28.4K | Q4 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.25% | $2M | 53.6K | Q2 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.25% | $467,454 | 8.7K | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.25% | $1M | 31.4K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.24% | $1M | 28.7K | Q4 2025OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.22% | $602,680 | 14.5K | Q3 2025OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.22% | $1M | 25.4K | Q2 2026 |
| Terra Nova Asset Management LLC$135M AUM | 0.21% | $339,581 | 8.2K | Q3 2025OLDER |
| JHP Wealth Management, LLC$105M AUM | 0.21% | $221,365 | 5.6K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.21% | $12M | 284.1K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.20% | $290,384 | 7.3K | Q1 2026OLDER |
| Ackerman Asset Management, LLC$143M AUM | 0.19% | $279,316 | 7.0K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.18% | $529,753 | 13.4K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.17% | $595,050 | 15.0K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.17% | $1M | 32.3K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.16% | $2M | 57.8K | Q3 2025OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.16% | $3M | 65.1K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.15% | $1M | 33.6K | Q4 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.15% | $245,399 | 6.2K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 0.15% | $342,465 | 8.1K | Q4 2025OLDER |
| Global Endowment Management, LP$896M AUM | 0.15% | $1M | 33.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.14% | $244,542 | 5.9K | Q3 2025OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.14% | $288,232 | 6.9K | Q3 2025OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.14% | $8M | 200.0K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.14% | $135,830 | 3.2K | Q4 2025OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.13% | $339,694 | 8.6K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.12% | $403,367 | 9.7K | Q3 2025OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.11% | $254,262 | 6.4K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.11% | $2M | 59.9K | Q3 2025OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.11% | $120,625 | 3.0K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.10% | $440,591 | 10.7K | Q2 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.10% | $1M | 25.5K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.10% | $3M | 65.6K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.09% | $2M | 51.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $3M | 64.8K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.09% | $740,425 | 17.5K | Q2 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.09% | $189,326 | 4.5K | Q3 2025OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.09% | $431,248 | 10.1K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $13M | 163.8K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.08% | $754,801 | 19.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $718,424 | 18.1K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.08% | $2M | 45.8K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.08% | $325,054 | 7.9K | Q2 2026 |
| Promus Capital, LLC$157M AUM | 0.07% | $110,469 | 2.7K | Q3 2025OLDER |
| Hilltop Partners LLC$390M AUM | 0.07% | $271,660 | 6.8K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.07% | $15M | 377.2K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.07% | $9M | 240.3K | Q1 2026OLDER |
| Pentwater Capital Management LP$19.3B AUM | 0.06% | $12M | 300.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.06% | $536,497 | 13.5K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.06% | $884,086 | 22.3K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.06% | $908,887 | 21.8K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.06% | $19M | 485.8K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.06% | $586,743 | 14.1K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.06% | $5M | 120.3K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.06% | $456,205 | 11.5K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.06% | $234,608 | 5.9K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.05% | $439,623 | 11.1K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.05% | $72,477 | 1.8K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.05% | $233,696 | 5.9K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.05% | $60,335 | 1.4K | Q3 2025OLDER |
| Renaissance Investment Group LLC$508M AUM | 0.05% | $229,604 | 5.5K | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.04% | $2M | 41.3K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.04% | $88,186 | 2.2K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.04% | $220,962 | 5.6K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.04% | $206,570 | 5.0K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.04% | $766,531 | 19.3K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.04% | $87,353 | 2.2K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.03% | $382,812 | 9.2K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 34.9K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $370,592 | 9.0K | Q2 2026 |
| Pictet North America Advisors SA$1.0B AUM | 0.03% | $332,435 | 8.4K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.03% | $2M | 58.6K | Q3 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.03% | $979,254 | 24.7K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.03% | $80,332 | 2.0K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.03% | $222,628 | 5.6K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $943,194 | 23.8K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $212,169 | 5.1K | Q3 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $316,111 | 7.6K | Q3 2025OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.02% | $128,491 | 3.2K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.02% | $102,764 | 2.5K | Q2 2026 |
| Berbice Capital Management LLC$153M AUM | 0.02% | $37,449 | 900 | Q3 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.02% | $12M | 300.0K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.02% | $703,375 | 16.6K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $784,704 | 19.8K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.02% | $12M | 319.9K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $2M | 51.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $768,509 | 19.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 80.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $9M | 218.8K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $552,842 | 13.9K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $269,677 | 6.8K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $3M | 81.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $374,961 | 9.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $108,140 | 2.6K | Q2 2026 |
| Walleye Trading LLC$60.0B AUM | 0.01% | $5M | 131.9K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.01% | $1M | 25.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $227,983 | 5.7K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.01% | $16,644 | 400 | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 48.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $999,406 | 25.2K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $216,954 | 5.2K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $9M | 229.2K | Q3 2025OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $212,058 | 5.3K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 0.01% | $908,554 | 21.8K | Q3 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $19,835 | 500 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 153.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $438,740 | 10.5K | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $26,579 | 670 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $247,871 | 6.0K | Q3 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $213,345 | 5.2K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $288,480 | 7.3K | Q1 2026OLDER |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.01% | $65,000 | 100.0K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $76M | 1.92M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $47M | 1.18M | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $6,942 | 175 | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.01% | $1M | 28.9K | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $43,835 | 1.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $82M | 1.92M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 34.1K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $9,918 | 250 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26M | 646.6K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $417,844 | 10.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $263,442 | 6.2K | Q4 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $227,274 | 5.5K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 387.1K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $13,885 | 350 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $12,902 | 304 | Q4 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $208,050 | 5.0K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $489,668 | 12.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $158,204 | 4.0K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $11,968 | 302 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $22M | 544.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.00% | $146,000 | 200.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $8M | 200.0K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.00% | $5,911 | 149 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $273,644 | 6.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 425.4K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $35,703 | 900 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 70.9K | Q4 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $27,297 | 656 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17M | 432.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $344,931 | 8.7K | Q2 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $649 | 15.6K | Q3 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $16,780 | 423 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 199.6K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $648,125 | 15.3K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 345.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 29.4K | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4M | 102.9K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $991,750 | 25.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 34.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $112,623 | 2.8K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $223,144 | 5.6K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $2M | 43.5K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $37,449 | 900 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $20,805 | 500 | Q3 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $1M | 25.8K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $7M | 172.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $336,204 | 8.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $230,954 | 5.5K | Q3 2025OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.00% | $10,275 | 259 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 25.4K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $39,670 | 1.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $65M | 1.65M | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $13,690 | 329 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $116,701 | 2.9K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $253,007 | 6.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $269,834 | 6.3K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $372,477 | 9.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $15,868 | 400 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $81,667 | 2.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $960,097 | 24.2K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $158,680 | 4.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $357,030 | 9.0K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $34,394 | 867 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $568,940 | 14.3K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $20,685 | 500 | Q2 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $347,351 | 8.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $20,805 | 500 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $30,600 | 720 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $99,963 | 2.5K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 34.6K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $33,204 | 837 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 38.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 29.8K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $35,902 | 905 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $399,199 | 10.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 48.9K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $158,680 | 4.0K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $7,055 | 166 | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $297,525 | 7.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $614,885 | 15.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $86,640 | 2.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $29,668 | 713 | Q3 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $396,700 | 10.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $396,700 | 10.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 26.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 169.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,367 | 129 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 88.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $131,218 | 3.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $257,895 | 6.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $265,789 | 6.7K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $16,044 | 372 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $312,500 | 7.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $672,168 | 16.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $480,007 | 12.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $232,903 | 5.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $170,235 | 4.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $164,412 | 4.1K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $1,190 | 30 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $59,584 | 1.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $274,564 | 6.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,213 | 81 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $4,020 | 100 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 44.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $997,069 | 25.1K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $1,998 | 47 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $413,867 | 10.4K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $11,901 | 300 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $273,315 | 6.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,721 | 396 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $9,445 | 227 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $4,161 | 100 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $402,453 | 10.1K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $5,723 | 151 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $5,911 | 149 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $8,529 | 215 | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $38,559 | 972 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $12,298 | 310 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $222,147 | 5.2K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $9,243 | 233 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,111 | 28 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $77,951 | 2.0K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $10,194 | 245 | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $31,458 | 793 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $2,372 | 57 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,547 | 39 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $103,181 | 2.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $317 | 8 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,701 | 137 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $10,275 | 259 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,975 | 125 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,806 | 172 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,191 | 30 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $159 | 4 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,151 | 105 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $40 | 1 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $1,428 | 36 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $873 | 22 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $6,824 | 164 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $98,657 | 2.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $119 | 3 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3,174 | 80 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $40 | 1 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $40 | 1 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.