ISHARES TR
CUSIP 464287192
Ishares Tr has 189 institutional holders in Filings Flow’s 13F database, together reporting 9.59M shares worth $714M as of Q1 2026. The largest reported holders are Menora Mivtachim Holdings Ltd., Morgan Stanley, and Goldman Sachs Group Inc.
Institutional Holders
189
Q1 2026
Reported Value
$714M
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 |
|---|---|---|---|---|
| Norris Financial Group, LLC$108M AUM | 5.52% | $8M | 29.2K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 2.19% | $11M | 145.3K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.78% | $3M | 38.6K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 1.13% | $238M | 3.19M | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.92% | $5M | 51.2K | Q3 2025OLDER |
| Clarus Wealth Advisors$235M AUM | 0.88% | $2M | 27.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.63% | $1M | 15.8K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.50% | $1M | 15.3K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.43% | $21M | 287.6K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.38% | $421,359 | 5.6K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.37% | $908,535 | 12.2K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.34% | $463,564 | 6.2K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.33% | $3M | 38.9K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.33% | $434,966 | 5.4K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.29% | $1M | 16.0K | Q2 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.24% | $528,168 | 7.1K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.24% | $1M | 6.9K | Q2 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.23% | $2M | 27.7K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.23% | $8M | 104.6K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.22% | $625,596 | 8.4K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.21% | $518,955 | 7.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.20% | $578,155 | 7.8K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.17% | $3M | 41.4K | Q4 2025OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.16% | $200,376 | 2.7K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.16% | $447,600 | 6.0K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.15% | $838,982 | 11.3K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.15% | $1M | 14.9K | Q4 2025OLDER |
| CPR Investments Inc.$150M AUM | 0.15% | $219,790 | 2.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.13% | $5M | 67.0K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.12% | $1M | 15.3K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.10% | $226,487 | 3.2K | Q3 2025OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.10% | $816,273 | 10.9K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.10% | $448,918 | 5.2K | Q2 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.10% | $1M | 17.7K | Q1 2026OLDER |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM | 0.09% | $417,760 | 5.6K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.09% | $3M | 43.1K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.09% | $338,465 | 4.5K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.08% | $269,381 | 3.6K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.08% | $749,900 | 10.1K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.08% | $841,488 | 11.3K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.08% | $236,333 | 3.2K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.07% | $265,047 | 3.6K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.06% | $387,495 | 4.8K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.06% | $74,600 | 1.0K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.06% | $245,700 | 3.5K | Q3 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.06% | $271,142 | 3.6K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 16.5K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $239,628 | 3.2K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.04% | $2M | 21.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.03% | $207,529 | 941 | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $20M | 273.8K | Q3 2025OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 0.03% | $348,224 | 4.9K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $227,067 | 3.0K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.03% | $64,816 | 869 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.02% | $3M | 38.6K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.02% | $402,840 | 5.4K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $521,873 | 7.0K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.02% | $220,349 | 3.0K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $305,792 | 4.1K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $6M | 80.0K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.02% | $223,800 | 3.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $45M | 604.7K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.02% | $1M | 17.6K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $226,000 | 2.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 14.0K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.02% | $23,685 | 317 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $183,218 | 2.5K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.02% | $242,003 | 3.2K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.02% | $212,201 | 2.8K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.01% | $21,410 | 287 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 13.7K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $380,758 | 5.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $26M | 351.0K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $166,645 | 2.2K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $20,888 | 280 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $393,291 | 5.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $59,608 | 800 | Q4 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $308,192 | 4.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $263,040 | 3.5K | Q2 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 0.01% | $21,783 | 292 | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $286,535 | 3.3K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $120,432 | 1.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $207,489 | 2.8K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $473,661 | 5.3K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 64.9K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $196,937 | 2.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $57M | 767.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $33M | 436.4K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 54.9K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $250,671 | 3.4K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $424,325 | 5.7K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $468,677 | 6.5K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $3M | 46.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $242,828 | 3.3K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $233,647 | 3.1K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $163,922 | 2.2K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $30,139 | 404 | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.00% | $12,831 | 172 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 16.5K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $32,078 | 430 | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $370,314 | 5.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 223.9K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $92,803 | 1.2K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $30,264 | 384 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $311,721 | 4.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $523,354 | 7.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $64M | 862.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $310,336 | 4.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $150,700 | 27.5K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $48,674 | 653 | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $32,227 | 432 | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $6,267 | 84 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $15M | 200.1K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $8M | 111.9K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $451,857 | 6.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $281,540 | 3.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $45,357 | 608 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $19,694 | 264 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $560,395 | 7.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $461,887 | 6.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $603,008 | 8.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 116.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $149,562 | 2.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 214.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $660,060 | 8.8K | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 19.3K | Q3 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $4,876 | 68 | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $439,722 | 5.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $212,398 | 2.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $6,729 | 94 | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $1M | 18.0K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $30M | 408.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $353,017 | 4.9K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $135,767 | 1.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $9M | 119.7K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $66,245 | 888 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $31,705 | 425 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 24.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 27.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $935,231 | 12.4K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $10,313 | 138 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $5,312 | 71 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $37,255 | 500 | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 14.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $15M | 205.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 125.2K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.00% | $273,435 | 3.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $13,726 | 184 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $10,444 | 140 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $292,613 | 3.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $67,140 | 900 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $1,865 | 25 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $73,854 | 990 | Q2 2026 |
| Concord Wealth Partners$770M AUM | 0.00% | $9,686 | 130 | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $5,968 | 80 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 22.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 32.8K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $111,005 | 1.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $617,480 | 8.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $989,534 | 13.3K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $1,194 | 16 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 77.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 23.9K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $12,533 | 168 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $180,383 | 2.4K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $8,605 | 120 | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $39,118 | 525 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $28,454 | 328 | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $13,130 | 176 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $37,300 | 500 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $548,459 | 7.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $277,162 | 3.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $143,008 | 1.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $627,970 | 8.4K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $429,430 | 5.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $467,854 | 6.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $993,071 | 13.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $574,420 | 7.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $325,778 | 4.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $531,927 | 7.1K | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $166,530 | 2.2K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $14,920 | 200 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $156,447 | 2.1K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $18,650 | 250 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $5,968 | 80 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $325,485 | 4.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $89,338 | 1.2K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $273,617 | 3.8K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $108,117 | 1.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $16,131 | 216 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $1,194 | 16 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,251 | 124 | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.00% | $1,290 | 18 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $14,414 | 201 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $40,284 | 540 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $1,492 | 20 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $800,708 | 10.7K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,305 | 58 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $86,089 | 1.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $76,838 | 1.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $209,728 | 2.9K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $16,413 | 220 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 15.4K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,388 | 16 | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $14,100 | 187 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $23,793 | 332 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $134,653 | 1.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,155 | 42 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $765,504 | 10.7K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 20.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $35,808 | 480 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,590 | 276 | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.00% | $75 | 1 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $5,968 | 80 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $22,380 | 300 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $30,959 | 415 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,282 | 44 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $59,680 | 800 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $5,972 | 80 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $531,031 | 7.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $83,403 | 1.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $41,925 | 562 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $4,446 | 62 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $10,431 | 140 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4,476 | 60 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $37,300 | 500 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.