ISHARES TR
CUSIP 464287101
Ishares Tr has 995 institutional holders in Filings Flow’s 13F database, together reporting 38.11M shares worth $11.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Fifth Third Bancorp.
Institutional Holders
995
Q1 2026
Reported Value
$11.9B
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 |
|---|---|---|---|---|
| Ackerman Asset Management, LLC$143M AUM | 19.44% | $28M | 87.6K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 16.37% | $77M | 241.7K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 14.63% | $24M | 76.5K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 12.85% | $19M | 56.1K | Q4 2025OLDER |
| Panoramic Capital Partners, LLC$162M AUM | 12.26% | $20M | 62.6K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 10.73% | $19M | 59.8K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 10.53% | $32M | 100.5K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 9.04% | $19M | 60.1K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 8.72% | $37M | 115.3K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 8.07% | $15M | 45.9K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 7.91% | $9M | 23.4K | Q2 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 7.11% | $308M | 925.2K | Q3 2025OLDER |
| ES4, LLC$155M AUM | 6.18% | $10M | 30.1K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 6.12% | $8M | 26.7K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 6.08% | $71M | 221.7K | Q1 2026OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 5.64% | $21M | 67.2K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 5.17% | $26M | 74.4K | Q4 2025OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 4.53% | $5M | 13.2K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 4.30% | $25M | 73.1K | Q4 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 4.30% | $36M | 113.1K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 4.29% | $5M | 15.4K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 4.29% | $15M | 45.3K | Q4 2025OLDER |
| TSA Wealth Managment LLC$309M AUM | 4.27% | $13M | 41.6K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 4.21% | $10M | 30.7K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 4.13% | $9M | 26.8K | Q4 2025OLDER |
| Wealth Group Ltd$439M AUM | 4.11% | $18M | 56.8K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 4.05% | $7M | 20.4K | Q3 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 4.04% | $202M | 1.67M | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 3.88% | $8M | 22.2K | Q4 2025OLDER |
| W ADVISORS, LLC$195M AUM | 3.65% | $7M | 22.4K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 3.61% | $30M | 82.7K | Q2 2026 |
| SWP FINANCIAL LLC$196M AUM | 3.58% | $7M | 20.8K | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 3.56% | $19M | 58.6K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 3.36% | $11M | 34.9K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 3.35% | $7M | 22.1K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 3.32% | $14M | 45.5K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 3.11% | $4M | 11.4K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 3.10% | $14M | 42.7K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 3.09% | $7M | 22.2K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 3.00% | $5M | 14.0K | Q2 2026 |
| GTS FINANCIAL, LLC$126M AUM | 2.91% | $4M | 13.6K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 2.79% | $9M | 28.8K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 2.78% | $26M | 82.4K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 2.77% | $6M | 20.1K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 2.67% | $6M | 18.3K | Q4 2025OLDER |
| J.M. Arbour, LLC$104M AUM | 2.59% | $3M | 7.6K | Q4 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 2.56% | $5M | 16.3K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 2.50% | $5M | 14.3K | Q4 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 2.49% | $9M | 28.8K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 2.42% | $9M | 25.3K | Q2 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 2.31% | $129M | 404.9K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 2.31% | $3M | 13.9K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 2.29% | $7M | 23.1K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 2.25% | $3M | 10.1K | Q4 2025OLDER |
| Lynch Investment Planning, LLC$111M AUM | 2.19% | $2M | 7.7K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 2.19% | $4M | 11.9K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 2.18% | $40M | 124.5K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 2.14% | $6M | 18.2K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 2.07% | $7M | 23.1K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 2.03% | $24M | 76.6K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 1.98% | $6M | 18.7K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 1.96% | $15M | 46.6K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.94% | $16M | 49.0K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 1.92% | $19M | 58.7K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.92% | $9M | 28.6K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 1.85% | $3M | 8.9K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 1.84% | $16M | 47.0K | Q4 2025OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 1.83% | $3M | 9.0K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 1.79% | $15M | 42.7K | Q4 2025OLDER |
| Financial Concepts Unlimited, Inc.$112M AUM | 1.75% | $2M | 6.2K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 1.74% | $15M | 47.0K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 1.71% | $5M | 15.8K | Q4 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 1.70% | $32M | 100.9K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 1.65% | $3M | 8.6K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.52% | $14M | 42.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 1.50% | $821M | 2.58M | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 1.48% | $2M | 5.0K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 1.44% | $3M | 9.6K | Q3 2025OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 1.43% | $2M | 6.1K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 1.40% | $2M | 5.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 1.40% | $13M | 37.5K | Q4 2025OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 1.39% | $2M | 6.5K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 1.39% | $6M | 18.7K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 1.39% | $4M | 14.1K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 1.36% | $6M | 17.4K | Q4 2025OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.32% | $3M | 9.4K | Q4 2025OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.28% | $679,956 | 2.0K | Q4 2025OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 1.28% | $4M | 11.2K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 1.26% | $5M | 14.9K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 1.25% | $2M | 4.9K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.24% | $14M | 43.2K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 1.22% | $2M | 5.2K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 1.20% | $3M | 9.9K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 1.19% | $20M | 62.1K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.16% | $1M | 4.0K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 1.15% | $12M | 37.6K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.14% | $2M | 6.1K | Q3 2025OLDER |
| Copperleaf Capital, LLC$209M AUM | 1.14% | $2M | 7.2K | Q3 2025OLDER |
| Apeiron RIA LLC$431M AUM | 1.13% | $6M | 16.2K | Q4 2025OLDER |
| Kelly Financial Services LLC$414M AUM | 1.13% | $5M | 14.7K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.09% | $3M | 8.7K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 1.09% | $252M | 791.9K | Q1 2026OLDER |
| Seven Post Investment Office LP$310M AUM | 1.09% | $3M | 9.1K | Q3 2025OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.07% | $1M | 4.4K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 1.07% | $3M | 8.1K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 1.06% | $228M | 715.4K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 1.05% | $2M | 5.2K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 1.04% | $3M | 8.9K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 1.04% | $2M | 7.5K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 1.03% | $9M | 27.4K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 1.01% | $2M | 7.1K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.99% | $1M | 3.6K | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.98% | $3M | 8.9K | Q4 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.98% | $8M | 21.5K | Q2 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.98% | $8M | 24.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.97% | $7M | 21.3K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.97% | $6M | 19.3K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.97% | $2M | 7.5K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.97% | $2M | 6.6K | Q2 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.97% | $7M | 21.5K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.96% | $2M | 7.6K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.96% | $10M | 404.7K | Q2 2026 |
| VICUS CAPITAL$1.4B AUM | 0.94% | $13M | 40.4K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 0.92% | $5M | 17.0K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.91% | $4M | 12.4K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.91% | $1M | 3.5K | Q2 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 0.89% | $1M | 3.8K | Q2 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.88% | $15M | 44.6K | Q3 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.87% | $13M | 42.2K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.86% | $1M | 4.0K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 0.86% | $1M | 3.3K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.86% | $3M | 9.1K | Q2 2026 |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.85% | $2M | 7.6K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.84% | $2M | 7.2K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.84% | $1M | 4.2K | Q4 2025OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.82% | $3M | 20.9K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 0.82% | $1M | 4.5K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.81% | $8M | 23.8K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.80% | $3M | 9.1K | Q2 2026 |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.79% | $8M | 25.4K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.77% | $20M | 63.9K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 0.76% | $1M | 3.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.76% | $49M | 155.0K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.75% | $2M | 4.9K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.74% | $1M | 3.4K | Q4 2025OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.74% | $6M | 19.5K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.72% | $6M | 17.6K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 0.72% | $805,989 | 2.5K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.72% | $2M | 6.0K | Q3 2025OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.72% | $3M | 8.0K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.71% | $6M | 17.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.71% | $7M | 22.5K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.68% | $825,074 | 2.6K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.68% | $4M | 13.8K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.68% | $5M | 17.0K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.67% | $2M | 6.8K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.67% | $980,538 | 2.9K | Q4 2025OLDER |
| VERITY Wealth Advisors$150M AUM | 0.66% | $1M | 3.1K | Q4 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.66% | $6M | 18.9K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.65% | $2M | 7.2K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.64% | $1M | 4.3K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.63% | $2M | 6.7K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.63% | $808,852 | 2.5K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.62% | $2M | 5.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.62% | $30M | 94.0K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.61% | $4M | 12.5K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.61% | $10M | 32.5K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.60% | $7M | 19.1K | Q2 2026 |
| Semus Wealth Partners LLC$179M AUM | 0.60% | $1M | 3.2K | Q4 2025OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.59% | $2M | 5.5K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.59% | $3M | 10.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.59% | $2M | 6.3K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.58% | $843,338 | 2.7K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.57% | $1M | 4.3K | Q4 2025OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 0.56% | $989,834 | 3.1K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.56% | $3M | 8.1K | Q2 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.56% | $8M | 23.7K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 0.56% | $3M | 10.9K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.56% | $1M | 3.2K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.56% | $833,449 | 2.6K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.56% | $583,022 | 1.8K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.55% | $4M | 12.9K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.54% | $648,800 | 2.0K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.53% | $2M | 5.6K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.52% | $7M | 21.1K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.51% | $4M | 13.4K | Q1 2026OLDER |
| Gimbal Financial$167M AUM | 0.51% | $846,544 | 2.5K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.51% | $52M | 163.4K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.50% | $8M | 22.1K | Q2 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.50% | $636,209 | 1.9K | Q4 2025OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.50% | $2M | 6.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.50% | $9M | 27.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.50% | $2M | 5.7K | Q1 2026OLDER |
| Sequent Asset Management, LLC$225M AUM | 0.49% | $1M | 3.2K | Q4 2025OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.49% | $2M | 5.3K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.49% | $4M | 11.3K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.49% | $3M | 10.3K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.49% | $2M | 6.7K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.49% | $4M | 12.8K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.49% | $1M | 3.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.48% | $14M | 42.8K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.48% | $4M | 13.4K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.48% | $751,157 | 2.2K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.48% | $2M | 7.5K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.47% | $993,015 | 3.1K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.47% | $580,968 | 1.8K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.47% | $715,339 | 2.2K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.47% | $2M | 4.9K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.47% | $3M | 8.3K | Q2 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.45% | $2M | 6.3K | Q4 2025OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.44% | $2M | 4.8K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.44% | $1M | 4.4K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 0.43% | $480,603 | 1.5K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.43% | $483,603 | 1.4K | Q4 2025OLDER |
| VestGen Investment Management$181M AUM | 0.42% | $759,687 | 2.2K | Q4 2025OLDER |
| DKM Wealth Management, Inc.$139M AUM | 0.42% | $581,178 | 1.8K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.42% | $759,977 | 2.1K | Q2 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.41% | $12M | 38.3K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.41% | $13M | 42.9K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.41% | $766,554 | 2.2K | Q4 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.40% | $6M | 16.6K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.40% | $24M | 75.0K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.40% | $693,393 | 2.2K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.40% | $3M | 7.9K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.39% | $3M | 10.6K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.39% | $1M | 3.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.39% | $1M | 3.2K | Q3 2025OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.39% | $1M | 3.7K | Q2 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.39% | $759,544 | 2.1K | Q2 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.39% | $792,949 | 2.5K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.38% | $10M | 31.9K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.38% | $709,142 | 2.1K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.38% | $5M | 13.7K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.38% | $2M | 6.3K | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.37% | $1M | 4.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.37% | $331M | 1.04M | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.37% | $3M | 7.9K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.36% | $451,341 | 1.4K | Q1 2026OLDER |
| Altus Wealth Management, LLC$225M AUM | 0.35% | $796,544 | 2.5K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.35% | $691,802 | 2.2K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.35% | $567,264 | 1.8K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.35% | $10M | 30.0K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.35% | $3M | 9.4K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.35% | $597,972 | 1.9K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.34% | $474,671 | 1.4K | Q4 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.34% | $1M | 3.6K | Q4 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.34% | $2M | 4.8K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 0.34% | $416,036 | 1.3K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.33% | $601,815 | 1.9K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.33% | $2M | 5.2K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.33% | $5M | 15.9K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.33% | $848,917 | 2.5K | Q4 2025OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 0.33% | $422,716 | 1.3K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.33% | $3,629 | 10.6K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.32% | $15M | 48.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.32% | $672M | 2.17M | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.32% | $2M | 4.7K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.32% | $340,226 | 992 | Q4 2025OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.31% | $1M | 4.1K | Q4 2025OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.31% | $369,276 | 1.1K | Q3 2025OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.31% | $590,914 | 1.9K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.31% | $663,120 | 1.9K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.30% | $4M | 11.7K | Q4 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.30% | $3M | 9.2K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.30% | $11M | 34.3K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.30% | $2M | 7.4K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.30% | $846,702 | 2.7K | Q1 2026OLDER |
| Schaeffer Financial LLC$119M AUM | 0.29% | $349,877 | 1.1K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.29% | $634,018 | 1.8K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.29% | $3M | 8.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.29% | $36M | 114.1K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.29% | $400,000 | 1.3K | Q1 2026OLDER |
| East Coast Asset Management, LLC.$303M AUM | 0.29% | $873,420 | 2.7K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.28% | $701,956 | 2.2K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.28% | $4M | 11.8K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.28% | $295,773 | 862 | Q4 2025OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.28% | $9M | 28.5K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.28% | $490,482 | 1.5K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.28% | $2M | 6.6K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.27% | $667,629 | 2.1K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.27% | $362,878 | 1.1K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.27% | $819,012 | 2.4K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.27% | $896,003 | 2.8K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.27% | $1M | 4.4K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.27% | $789,022 | 2.2K | Q2 2026 |
| Concorde Asset Management, LLC$204M AUM | 0.26% | $536,003 | 1.7K | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.26% | $978,701 | 2.9K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 0.26% | $340,971 | 1.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.26% | $48M | 151.7K | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 0.26% | $433,211 | 1.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.26% | $13M | 41.8K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.26% | $749,389 | 2.2K | Q4 2025OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.26% | $433,181 | 1.4K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.26% | $9M | 25.1K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.26% | $10M | 30.3K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.26% | $1M | 3.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.25% | $255,856 | 746 | Q4 2025OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.25% | $817,122 | 2.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.25% | $9M | 28.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.25% | $4M | 13.6K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.25% | $540,083 | 1.7K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.25% | $334,112 | 1.0K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.25% | $509,849 | 1.6K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.24% | $583,022 | 1.8K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.24% | $7M | 22.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.24% | $10M | 41.5K | Q4 2025OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.24% | $4M | 13.4K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.24% | $1M | 3.3K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.23% | $3M | 8.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.23% | $13M | 38.4K | Q4 2025OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.23% | $372,245 | 1.2K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.23% | $375,552 | 1.1K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.23% | $2M | 5.8K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.23% | $3M | 9.2K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.23% | $13M | 39.4K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.23% | $297,476 | 935 | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.23% | $437,663 | 1.4K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.22% | $4M | 13.0K | Q1 2026OLDER |
| Pale Fire Capital SE$1.1B AUM | 0.22% | $3M | 19.6K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.22% | $17M | 52.3K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.22% | $2M | 5.6K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.22% | $376,112 | 1.2K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.22% | $1M | 4.3K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.22% | $18M | 55.9K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.22% | $346,696 | 1.1K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.22% | $838,219 | 2.4K | Q4 2025OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.21% | $262,726 | 826 | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.21% | $677,075 | 2.5K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.21% | $488,150 | 4.0K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 0.21% | $2M | 6.5K | Q4 2025OLDER |
| LVZ, Inc.$984M AUM | 0.21% | $2M | 5.5K | Q4 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.21% | $4M | 11.5K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.21% | $728,799 | 2.3K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.21% | $7M | 23.4K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.21% | $359,776 | 1.0K | Q4 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.21% | $2M | 6.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.20% | $254M | 798.5K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.20% | $292,216 | 878 | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.20% | $1M | 3.4K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.20% | $5M | 14.2K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.20% | $2M | 6.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.20% | $18M | 56.1K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.20% | $789,355 | 2.2K | Q2 2026 |
| Stegner Investment Associates Inc.$183M AUM | 0.20% | $369,279 | 1.2K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.20% | $419,741 | 1.3K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.20% | $400,589 | 1.2K | Q4 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.20% | $675,899 | 2.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.20% | $11M | 36.0K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 0.20% | $284,037 | 893 | Q1 2026OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 0.20% | $208,124 | 607 | Q4 2025OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.20% | $568,073 | 1.8K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.20% | $276,961 | 871 | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.20% | $42M | 131.4K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.19% | $224,239 | 705 | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.19% | $300,486 | 945 | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.19% | $43M | 135.7K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.19% | $465,841 | 1.5K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.19% | $1M | 3.2K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.19% | $4M | 13.0K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.18% | $408,402 | 1.3K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.18% | $998,825 | 2.7K | Q2 2026 |
| Baron Wealth Management LLC$386M AUM | 0.18% | $702,470 | 1.9K | Q2 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.18% | $2M | 6.9K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.18% | $384,865 | 1.2K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.18% | $540,401 | 1.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.18% | $7M | 21.0K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.18% | $1M | 3.3K | Q3 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.18% | $275,767 | 867 | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.18% | $310,118 | 975 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.18% | $2M | 5.1K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.18% | $5M | 15.9K | Q3 2025OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.18% | $267,179 | 840 | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.17% | $219,828 | 660 | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.17% | $2,858 | 8.3K | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.17% | $3M | 8.4K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.17% | $1M | 3.7K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.17% | $262,291 | 760 | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.17% | $7M | 21.2K | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.17% | $3M | 9.5K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.17% | $309,314 | 972 | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.17% | $714,546 | 2.2K | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 0.16% | $352,350 | 949 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.16% | $10M | 32.1K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 0.16% | $552,558 | 1.6K | Q4 2025OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.16% | $17M | 48.7K | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.16% | $2M | 5.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.16% | $532,632 | 1.6K | Q4 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.16% | $6M | 19.5K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.16% | $2M | 5.4K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.16% | $1M | 4.6K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.16% | $930,701 | 2.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.16% | $2.2B | 6.93M | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.16% | $2M | 5.4K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.16% | $580,478 | 1.8K | Q1 2026OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.16% | $350,504 | 1.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.16% | $25M | 78.1K | Q2 2026 |
| Sonoma Allocations LLC$322M AUM | 0.16% | $505,342 | 1.4K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.16% | $31M | 96.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.16% | $8M | 23.1K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 0.15% | $389,469 | 1.2K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 0.15% | $282,128 | 887 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.15% | $3M | 10.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.15% | $272,268 | 856 | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.15% | $425,260 | 1.3K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.15% | $636,140 | 2.0K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.15% | $219,522 | 600 | Q2 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.15% | $586,035 | 1.8K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.15% | $314,692 | 989 | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.15% | $166,033 | 522 | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 0.15% | $575,148 | 1.6K | Q2 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.15% | $1M | 3.3K | Q2 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.15% | $196,376 | 2.2K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.15% | $4M | 13.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.15% | $4M | 12.3K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.14% | $5M | 15.2K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.14% | $344,284 | 941 | Q2 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.14% | $4M | 11.5K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.14% | $325,624 | 1.0K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.14% | $429,370 | 1.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.14% | $553,370 | 1.7K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.14% | $4M | 12.8K | Q4 2025OLDER |
| Certified Advisory Corp$1.1B AUM | 0.14% | $2M | 4.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.14% | $28M | 87.4K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.14% | $466,439 | 1.4K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.14% | $3M | 8.1K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.14% | $203,278 | 639 | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.14% | $672,131 | 2.0K | Q4 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.14% | $849,741 | 2.6K | Q3 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.13% | $2M | 5.3K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.13% | $431,581 | 1.4K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.13% | $561,075 | 1.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.13% | $6M | 17.7K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.13% | $821,893 | 2.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.13% | $50M | 155.9K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.13% | $1M | 2.9K | Q4 2025OLDER |
| Atala Financial Inc$149M AUM | 0.13% | $202,695 | 591 | Q4 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.13% | $4M | 11.9K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.13% | $552,868 | 1.6K | Q4 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.13% | $1M | 3.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.13% | $5M | 17.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.13% | $753,508 | 2.4K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.13% | $238,553 | 750 | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.12% | $3M | 8.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.12% | $17M | 52.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.12% | $13M | 40.9K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.12% | $274,176 | 862 | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.12% | $302,167 | 950 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.12% | $88M | 275.8K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.12% | $413,745 | 1.3K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.12% | $752,960 | 2.1K | Q2 2026 |
| Waterway Wealth Management, LLC$452M AUM | 0.12% | $540,719 | 1.7K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.12% | $731,368 | 2.3K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.12% | $1M | 3.8K | Q2 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.12% | $3M | 8.1K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 0.12% | $379,776 | 1.2K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.12% | $462,557 | 1.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.12% | $2M | 5.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.11% | $29M | 90.6K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.11% | $237,916 | 748 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.11% | $7M | 22.2K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.11% | $606,241 | 1.9K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.11% | $200,744 | 603 | Q3 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.11% | $822,529 | 2.6K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.11% | $1M | 4.1K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.11% | $486,647 | 1.5K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 0.11% | $211,835 | 666 | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 0.11% | $240,079 | 700 | Q4 2025OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.11% | $306,185 | 963 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.11% | $10M | 31.9K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.11% | $2M | 4.4K | Q4 2025OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.11% | $709,297 | 2.2K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.11% | $240,079 | 700 | Q4 2025OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.11% | $321,974 | 1.0K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.11% | $2M | 7.1K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.11% | $5M | 16.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.11% | $30M | 94.4K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.11% | $1M | 3.7K | Q4 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.10% | $1M | 4.0K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.10% | $802,096 | 2.5K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.10% | $250,322 | 787 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.10% | $14M | 43.3K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.10% | $402,359 | 1.3K | Q1 2026OLDER |
| Soundwatch Capital LLC$793M AUM | 0.10% | $814,259 | 2.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.10% | $386M | 1.21M | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.10% | $288,429 | 841 | Q4 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.10% | $54M | 170.5K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.10% | $551,309 | 1.7K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.10% | $699,647 | 2.2K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.10% | $5M | 14.9K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.10% | $2M | 7.0K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.10% | $1M | 3.4K | Q2 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.10% | $190,842 | 600 | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.10% | $858,757 | 2.7K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.10% | $674,626 | 2.1K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.10% | $1M | 3.7K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.09% | $291,133 | 915 | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.09% | $3M | 8.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 5.1K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.09% | $2M | 5.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.09% | $17M | 54.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.