ISHARES TR
CUSIP 464287234
Ishares Tr has 1,602 institutional holders in Filings Flow’s 13F database, together reporting 1065.39M shares worth $59.7B as of Q1 2026. The largest reported holders are Barclays PLC, Susquehanna International Group, LLP, and Ubs Group AG.
Institutional Holders
1,602
Q1 2026
Reported Value
$59.7B
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 |
|---|---|---|---|---|
| Board of Trustees of The Leland Stanford Junior University$849M AUM | 60.46% | $513M | 9.04M | Q1 2026OLDER |
| OLP CAPITAL MANAGEMENT Ltd$1.4B AUM | 26.88% | $253M | 4.46M | Q1 2026OLDER |
| MIO Partners, Inc.$340M AUM | 20.85% | $71M | 12.5K | Q1 2026OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 13.37% | $117M | 2.06M | Q1 2026OLDER |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 13.33% | $17M | 292.7K | Q1 2026OLDER |
| ARP Global Capital Ltd$170M AUM | 11.74% | $20M | 352.0K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 10.31% | $88M | 1.56M | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 10.19% | $42.4B | 746.54M | Q1 2026OLDER |
| VISTA FINANCE, LLC$126M AUM | 9.04% | $11M | 200.4K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 9.02% | $20M | 356.2K | Q1 2026OLDER |
| Greenfield FTC, Inc.$524M AUM | 8.53% | $45M | 787.3K | Q1 2026OLDER |
| Carrhae Capital LLP$3.3B AUM | 8.15% | $216M | 3.94M | Q4 2025OLDER |
| TTP Investments, Inc.$247M AUM | 7.62% | $18M | 321.9K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 7.16% | $36M | 526.2K | Q2 2026 |
| HWG Holdings LP$385M AUM | 6.95% | $27M | 470.4K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 6.82% | $11M | 200.9K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 6.61% | $12M | 174.1K | Q2 2026 |
| SPX Gestao de Recursos Ltda$1.2B AUM | 6.57% | $79M | 1.48M | Q3 2025OLDER |
| Finley Financial, LLC$248M AUM | 6.19% | $15M | 224.9K | Q2 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 5.72% | $58M | 1.02M | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 5.70% | $61M | 1.07M | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 5.69% | $32M | 568.8K | Q1 2026OLDER |
| Trium Capital LLP$142M AUM | 5.51% | $7M | 129.8K | Q4 2025OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 5.48% | $31M | 546.6K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 5.45% | $8M | 134.1K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 5.14% | $5M | 90.9K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 5.13% | $7M | 100.6K | Q2 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 4.92% | $17M | 304.4K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 4.91% | $13M | 230.2K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 4.88% | $40M | 707.5K | Q1 2026OLDER |
| Gemsstock Ltd.$949M AUM | 4.87% | $39M | 678.8K | Q4 2025OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 4.85% | $8M | 117.5K | Q2 2026 |
| Granite Bay Wealth Management, LLC$470M AUM | 4.81% | $23M | 397.7K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 4.62% | $11M | 197.5K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 4.59% | $11M | 194.5K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 4.57% | $16M | 285.3K | Q4 2025OLDER |
| LSP Investment Advisors, LLC$138M AUM | 4.49% | $6M | 108.8K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 4.36% | $1.1B | 18.60M | Q1 2026OLDER |
| Verger Capital Management LLC$339M AUM | 4.24% | $14M | 253.4K | Q1 2026OLDER |
| Monaco Asset Management SAM$542M AUM | 4.24% | $23M | 405.1K | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 4.23% | $559M | 9.85M | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 4.15% | $57M | 1.00M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 4.13% | $512M | 9.02M | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 4.07% | $36M | 629.5K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 3.96% | $6M | 105.0K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 3.86% | $21M | 373.1K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 3.78% | $36M | 627.9K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 3.70% | $108M | 1.90M | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 3.61% | $19M | 330.3K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 3.59% | $8M | 144.5K | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 3.50% | $8M | 113.1K | Q2 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 3.50% | $11M | 202.5K | Q1 2026OLDER |
| HT Partners LLC$361M AUM | 3.50% | $13M | 184.6K | Q2 2026 |
| Harvest Investment Advisors, LLC$176M AUM | 3.38% | $6M | 109.0K | Q4 2025OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 3.24% | $6M | 113.5K | Q4 2025OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 3.10% | $15M | 265.3K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 3.09% | $5M | 91.5K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 3.06% | $6M | 93.8K | Q2 2026 |
| Napier Financial, LLC$436M AUM | 3.03% | $13M | 232.5K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 3.03% | $7M | 122.1K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 2.99% | $10M | 181.0K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 2.98% | $62M | 1.09M | Q1 2026OLDER |
| Audent Global Asset Management, LLC$100M AUM | 2.97% | $3M | 52.3K | Q1 2026OLDER |
| International City Management Association Retirement Corp$195M AUM | 2.90% | $6M | 99.8K | Q1 2026OLDER |
| PointState Capital LP$7.9B AUM | 2.79% | $187M | 3.50M | Q3 2025OLDER |
| Promus Capital, LLC$157M AUM | 2.71% | $4M | 79.5K | Q3 2025OLDER |
| NDWM LLC$154M AUM | 2.70% | $4M | 73.3K | Q1 2026OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 2.66% | $6M | 107.5K | Q3 2025OLDER |
| Landing Point Financial Group, LLC$206M AUM | 2.59% | $5M | 93.9K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 2.56% | $7M | 122.7K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 2.52% | $9M | 162.2K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 2.51% | $119M | 2.10M | Q1 2026OLDER |
| WESTPORT ASSET MANAGEMENT INC$226M AUM | 2.51% | $6M | 100.0K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 2.51% | $6M | 101.3K | Q1 2026OLDER |
| Nipun Capital, L.P.$215M AUM | 2.50% | $4M | 86.2K | Q3 2025OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 2.47% | $5M | 81.4K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 2.47% | $7M | 123.1K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 2.47% | $11M | 197.6K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 2.44% | $12M | 209.3K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 2.42% | $27M | 486.5K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 2.33% | $8M | 149.5K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 2.30% | $3M | 59.9K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 2.28% | $2M | 35.4K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 2.27% | $5M | 85.0K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 2.24% | $105M | 1.86M | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 2.23% | $3M | 55.8K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 2.19% | $5M | 94.0K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 2.19% | $7M | 122.5K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 2.17% | $2M | 42.3K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 2.15% | $10M | 169.7K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 2.11% | $3M | 49.5K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 2.10% | $6M | 101.9K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 2.10% | $5M | 95.8K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 2.10% | $8M | 143.4K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 2.10% | $15M | 263.8K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 2.06% | $3M | 53.8K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 2.06% | $29M | 510.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 2.03% | $40M | 707.8K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.97% | $2M | 38.7K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.93% | $6M | 115.5K | Q3 2025OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 1.92% | $12M | 212.2K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 1.80% | $7M | 103.1K | Q2 2026 |
| Sincerus Advisory, LLC$147M AUM | 1.77% | $3M | 38.2K | Q2 2026 |
| Kropog Financial Group, LLC$123M AUM | 1.76% | $2M | 38.1K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 1.75% | $3M | 46.5K | Q2 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 1.75% | $3M | 52.7K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 1.75% | $2M | 36.0K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 1.74% | $132M | 2.32M | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 1.74% | $10M | 188.2K | Q3 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 1.73% | $519M | 9.13M | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 1.73% | $18M | 315.1K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 1.70% | $34M | 594.1K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.70% | $4M | 64.9K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 1.69% | $18M | 225.2K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 1.65% | $5M | 67.5K | Q2 2026 |
| MKP Capital Management, L.L.C.$3.0B AUM | 1.61% | $49M | 861.0K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 1.60% | $3M | 45.0K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 1.60% | $3M | 53.4K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 1.60% | $2M | 35.6K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.59% | $4M | 73.6K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 1.58% | $5M | 97.0K | Q4 2025OLDER |
| III Capital Management$344M AUM | 1.57% | $5M | 95.0K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 1.55% | $6M | 113.1K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 1.53% | $4M | 67.5K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 1.52% | $2M | 36.6K | Q1 2026OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 1.50% | $114M | 2.00M | Q1 2026OLDER |
| Senator Investment Group LP$2.2B AUM | 1.49% | $32M | 570.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 1.48% | $796M | 14.02M | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 1.46% | $7M | 104.0K | Q2 2026 |
| AMG Asset Management Group, Inc.$129M AUM | 1.43% | $2M | 32.5K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.42% | $2M | 37.4K | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 1.39% | $6M | 104.1K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 1.35% | $5M | 94.9K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 1.35% | $12M | 215.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.34% | $14M | 198.8K | Q2 2026 |
| Prism Advisors, Inc.$375M AUM | 1.34% | $5M | 88.1K | Q1 2026OLDER |
| Fogel Capital Management, Inc.$219M AUM | 1.34% | $3M | 51.4K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.31% | $5M | 81.6K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 1.31% | $22M | 392.0K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 1.29% | $4M | 62.0K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 1.29% | $57M | 1.00M | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 1.28% | $5M | 95.5K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 1.28% | $5M | 71.7K | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 1.27% | $4M | 72.6K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 1.26% | $2M | 27.2K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 1.26% | $9M | 161.3K | Q3 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 1.21% | $19M | 274.4K | Q2 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 1.21% | $20M | 360.0K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 1.20% | $1M | 24.6K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 1.17% | $3M | 46.3K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 1.16% | $6M | 101.3K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 1.15% | $2M | 42.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 1.15% | $11M | 195.7K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 1.14% | $5M | 84.1K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 1.12% | $2M | 42.1K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 1.11% | $14M | 252.0K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 1.11% | $3M | 57.8K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 1.10% | $2M | 27.0K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 1.10% | $14M | 253.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 1.09% | $46M | 806.5K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 1.08% | $3M | 56.4K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 1.06% | $5M | 84.5K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 1.06% | $2M | 39.4K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 1.06% | $983,083 | 20.4K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 1.06% | $1M | 24.6K | Q2 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 1.02% | $71M | 1.30M | Q4 2025OLDER |
| BAYBAN$115M AUM | 1.02% | $1M | 20.7K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 1.02% | $3M | 50.2K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 1.02% | $6M | 98.9K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 1.01% | $136M | 2.40M | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 1.01% | $17M | 304.5K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.99% | $57M | 1.00M | Q1 2026OLDER |
| Salus Financial Advisors, LLC$171M AUM | 0.98% | $2M | 29.7K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.97% | $9M | 160.0K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.97% | $7M | 129.9K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 0.96% | $1M | 19.7K | Q2 2026 |
| Ridge Creek Global, Inc$118M AUM | 0.95% | $1M | 19.8K | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.94% | $2M | 36.8K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 0.94% | $2M | 31.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.93% | $3M | 60.0K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.93% | $4M | 73.3K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.93% | $8M | 146.1K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.93% | $788M | 13.88M | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 0.92% | $2M | 30.5K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 0.91% | $2M | 38.3K | Q4 2025OLDER |
| Kelsey Financial, LLC$114M AUM | 0.90% | $1M | 18.1K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.87% | $1M | 22.4K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.87% | $3M | 59.6K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.87% | $7M | 123.5K | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 0.83% | $1M | 20.0K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.83% | $1M | 23.0K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.83% | $1M | 25.5K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.83% | $980,763 | 17.3K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.82% | $8M | 121.5K | Q2 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 0.82% | $7M | 117.7K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.82% | $83M | 1.47M | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.81% | $12M | 215.8K | Q2 2026 |
| Global Trust Wealth Management LLC$132M AUM | 0.81% | $1M | 18.9K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.80% | $3M | 46.2K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.79% | $1M | 20.4K | Q3 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.79% | $74M | 1.30M | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.79% | $3M | 43.1K | Q2 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 0.79% | $6M | 107.0K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.79% | $1M | 22.8K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.77% | $33M | 577.5K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.77% | $2M | 38.4K | Q1 2026OLDER |
| GFG Capital, LLC$313M AUM | 0.76% | $2M | 41.9K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.76% | $1M | 25.1K | Q1 2026OLDER |
| Truxt Investmentos Ltda.$156M AUM | 0.75% | $1M | 11.7K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.75% | $2M | 31.9K | Q2 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 0.74% | $3M | 61.4K | Q2 2026 |
| PKO Investment Management Joint-Stock Co$1.2B AUM | 0.74% | $9M | 153.8K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.73% | $4M | 65.7K | Q2 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.73% | $6M | 98.5K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.73% | $6M | 102.4K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.72% | $1M | 18.6K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.71% | $943,238 | 13.8K | Q2 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.71% | $2M | 35.8K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.70% | $1M | 23.7K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.70% | $1M | 18.4K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.69% | $2M | 32.2K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.69% | $55M | 1.00M | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.69% | $659M | 11.60M | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.69% | $8M | 136.7K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.69% | $2M | 29.1K | Q1 2026OLDER |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.68% | $18M | 320.5K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 0.68% | $891,566 | 16.7K | Q3 2025OLDER |
| Asset Management Group, Inc.$619M AUM | 0.67% | $4M | 73.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.67% | $21M | 368.9K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.67% | $1M | 20.1K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.67% | $259M | 4.56M | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.67% | $76M | 1.34M | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.67% | $2M | 30.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.67% | $16M | 289.4K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.67% | $1M | 21.2K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 0.66% | $2M | 33.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.66% | $6M | 99.7K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.66% | $1M | 20.2K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.66% | $1M | 21.4K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.65% | $2M | 41.7K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.65% | $2M | 39.8K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.65% | $3M | 51.5K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.65% | $2M | 30.3K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.64% | $3M | 60.0K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.64% | $8M | 134.8K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.63% | $2M | 36.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.63% | $1.5B | 26.61M | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.63% | $911,423 | 16.0K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.62% | $10M | 184.8K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.62% | $44M | 783.2K | Q1 2026OLDER |
| Cliffwater LLC$377M AUM | 0.61% | $2M | 40.4K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.60% | $1M | 18.1K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.60% | $826,720 | 14.6K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 0.60% | $1M | 19.5K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.59% | $1M | 17.9K | Q2 2026 |
| Coign Capital Advisors LLC$190M AUM | 0.59% | $1M | 19.9K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 0.59% | $673,808 | 12.3K | Q4 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.59% | $12M | 214.1K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.58% | $4M | 74.5K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 0.58% | $1M | 24.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.58% | $1.4B | 23.99M | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.57% | $18M | 335.3K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.57% | $36M | 15.39M | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.57% | $8M | 116.0K | Q2 2026 |
| Capital Advantage, Inc.$765M AUM | 0.56% | $4M | 75.8K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.56% | $954,186 | 16.8K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.56% | $1M | 23.0K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.55% | $9M | 152.0K | Q1 2026OLDER |
| GHE, LLC$241M AUM | 0.55% | $1M | 23.5K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.55% | $34M | 603.9K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.55% | $4M | 66.9K | Q3 2025OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.55% | $907,354 | 16.0K | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 0.55% | $938,882 | 13.7K | Q2 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.55% | $80M | 1.41M | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.55% | $4M | 52.9K | Q2 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.55% | $2M | 32.0K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.55% | $3M | 60.7K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.55% | $568,065 | 9.9K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.54% | $4M | 65.8K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.54% | $3M | 49.6K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.54% | $619,390 | 10.8K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.54% | $675,858 | 11.9K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.54% | $2M | 42.1K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.53% | $566,464 | 10.0K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.53% | $81M | 1.43M | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.53% | $3M | 56.5K | Q1 2026OLDER |
| RAMSEY QUANTITATIVE SYSTEMS$112M AUM | 0.53% | $577,680 | 6.0K | Q4 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.53% | $302M | 5.31M | Q1 2026OLDER |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.53% | $609,130 | 10.7K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.52% | $1M | 24.1K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.52% | $8M | 149.1K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.52% | $2M | 33.5K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.52% | $4M | 79.1K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.51% | $3M | 44.1K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.51% | $673,342 | 11.9K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.51% | $2M | 26.5K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.50% | $2M | 39.3K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.50% | $3M | 56.2K | Q1 2026OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 0.50% | $613,502 | 10.8K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.50% | $1M | 20.0K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.50% | $4M | 69.5K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.50% | $6M | 99.1K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.50% | $5M | 88.2K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.50% | $2M | 31.6K | Q4 2025OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.50% | $1M | 24.6K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.49% | $2M | 26.9K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 0.49% | $3M | 60.4K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.49% | $7M | 117.4K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.49% | $8M | 134.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.49% | $8M | 148.0K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.49% | $1M | 22.4K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.48% | $1M | 20.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.48% | $9M | 158.0K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.48% | $1M | 22.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.48% | $3.2B | 55.92M | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.48% | $7M | 120.0K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.47% | $799,149 | 14.1K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.47% | $50M | 880.3K | Q1 2026OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 0.47% | $482,963 | 8.5K | Q1 2026OLDER |
| Atika Capital Management LLC$796M AUM | 0.47% | $4M | 816 | Q4 2025OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.47% | $106M | 2.00M | Q3 2025OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.47% | $2M | 32.6K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.46% | $668,078 | 11.8K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.46% | $3M | 54.4K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.46% | $3M | 37.9K | Q2 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.46% | $5M | 78.8K | Q2 2026 |
| Harfst & Associates, Inc.$560M AUM | 0.45% | $3M | 44.8K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.45% | $1M | 19.4K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.45% | $561,426 | 9.9K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.45% | $14M | 255.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.45% | $4M | 66.5K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.45% | $3M | 56.4K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 0.44% | $2M | 23.7K | Q2 2026 |
| WIT, LLC$5.3B AUM | 0.44% | $23M | 412.1K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.43% | $2M | 36.4K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.43% | $3M | 56.1K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.42% | $6M | 150.0K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.42% | $3.8B | 66.68M | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.42% | $14M | 209.2K | Q2 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.42% | $65M | 1.14M | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.42% | $745,758 | 14.0K | Q3 2025OLDER |
| KADENSA CAPITAL Ltd$718M AUM | 0.42% | $3M | 53.0K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.42% | $1M | 21.7K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.42% | $593,172 | 10.4K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.41% | $45M | 799.8K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 0.41% | $2M | 23.1K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.41% | $23M | 363.1K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.41% | $2M | 29.0K | Q4 2025OLDER |
| TICINO WEALTH$288M AUM | 0.40% | $1M | 16.7K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.40% | $16M | 290.1K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.40% | $7M | 119.7K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.40% | $1M | 20.2K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.40% | $2M | 34.5K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 0.39% | $2M | 34.3K | Q3 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.39% | $1M | 25.5K | Q3 2025OLDER |
| VestGen Investment Management$181M AUM | 0.39% | $699,369 | 12.3K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.39% | $11M | 190.3K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.38% | $1M | 20.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.38% | $3M | 51.8K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 0.38% | $3M | 61.2K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.38% | $591,619 | 10.4K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.38% | $796,413 | 14.6K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.38% | $14M | 211.9K | Q2 2026 |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.37% | $473,035 | 8.3K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 0.37% | $2M | 33.8K | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.37% | $405,310 | 7.3K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.37% | $1M | 21.6K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.37% | $2M | 32.4K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.37% | $2M | 26.9K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.36% | $844,935 | 14.9K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.36% | $51M | 899.4K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.36% | $3M | 47.4K | Q2 2026 |
| G&S Capital LLC$285M AUM | 0.36% | $1M | 18.2K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.36% | $703,401 | 12.4K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.36% | $6M | 96.9K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.36% | $3M | 45.1K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.36% | $2M | 35.9K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.36% | $530,096 | 9.3K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.36% | $552,851 | 9.7K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.35% | $12M | 205.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.35% | $728M | 3.78M | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.35% | $160M | 2.83M | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 0.35% | $430,695 | 7.6K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.35% | $3M | 60.3K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.35% | $624,690 | 11.0K | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.34% | $958,964 | 16.9K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.34% | $506,159 | 7.4K | Q2 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.34% | $737,418 | 13.0K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.34% | $742,813 | 13.1K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.34% | $863,867 | 15.2K | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 0.34% | $1M | 16.9K | Q2 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.34% | $6M | 106.5K | Q3 2025OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.33% | $4M | 63.7K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.33% | $709,247 | 12.5K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.33% | $5M | 95.5K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.33% | $10M | 175.0K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.33% | $764,986 | 13.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.33% | $1.7B | 30.78M | Q2 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.33% | $4M | 74.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.33% | $144M | 2.53M | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 0.33% | $701,605 | 10.7K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.33% | $494,353 | 8.7K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.33% | $123M | 2.17M | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.33% | $3M | 56.3K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.33% | $11M | 201.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.33% | $2.0B | 35.40M | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.32% | $14M | 247.6K | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.32% | $14M | 254.2K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.32% | $5M | 1.04M | Q3 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.32% | $2M | 30.9K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.32% | $2M | 30.3K | Q4 2025OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.32% | $2M | 37.0K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.32% | $969,292 | 17.1K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.32% | $450,871 | 8.4K | Q3 2025OLDER |
| EFG International AG$4.7B AUM | 0.31% | $15M | 259.3K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 0.31% | $1M | 24.3K | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.31% | $544,232 | 9.6K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.31% | $3M | 51.8K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.31% | $717,031 | 12.6K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.31% | $2M | 29.4K | Q1 2026OLDER |
| Mirabaud & Cie SA$249M AUM | 0.31% | $758,714 | 13.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.31% | $2M | 37.8K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.31% | $650,976 | 9.5K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.31% | $7M | 121.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.31% | $3M | 49.2K | Q2 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.31% | $5M | 79.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.30% | $2.7B | 46.77M | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.30% | $25M | 435.4K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.30% | $1M | 23.6K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.30% | $570,001 | 10.0K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.30% | $19M | 330.1K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.30% | $497,478 | 9.1K | Q4 2025OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.30% | $7M | 125.5K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.30% | $722,104 | 11.3K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.30% | $4M | 78.5K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.30% | $391,480 | 6.9K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.30% | $340,740 | 6.0K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 0.29% | $732,875 | 12.9K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.29% | $545,815 | 8.7K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.29% | $1M | 18.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.29% | $6M | 111.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.29% | $2M | 34.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.29% | $1M | 20.1K | Q3 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.29% | $3M | 60.4K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.29% | $640,318 | 9.4K | Q2 2026 |
| Aznar Financial Advisors, LLC$104M AUM | 0.29% | $298,170 | 5.5K | Q4 2025OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 0.29% | $910,230 | 16.0K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.28% | $6M | 112.8K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.28% | $379,073 | 6.7K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.28% | $2M | 41.3K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.28% | $3M | 52.4K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.28% | $1M | 20.2K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.28% | $697,892 | 12.3K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.28% | $402,196 | 5.9K | Q2 2026 |
| E&G Advisors, LP$449M AUM | 0.28% | $1M | 22.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.28% | $37M | 659.6K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.27% | $4M | 63.1K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.27% | $2M | 27.2K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.27% | $2M | 26.9K | Q2 2026 |
| Reflection Asset Management$141M AUM | 0.27% | $381,163 | 6.7K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.27% | $930,163 | 16.4K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 0.27% | $529,340 | 9.3K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.27% | $877,234 | 15.4K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.27% | $289,629 | 5.1K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.27% | $644,939 | 11.4K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.27% | $2M | 38.3K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.26% | $9M | 156.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.26% | $769,050 | 13.5K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.26% | $568,026 | 8.3K | Q2 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.26% | $2M | 33.2K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.26% | $24M | 416.7K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.26% | $5M | 89.6K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 0.26% | $508,423 | 7.4K | Q2 2026 |
| Friday Financial$373M AUM | 0.26% | $972,065 | 14.8K | Q2 2026 |
| CROBAN$213M AUM | 0.26% | $548,462 | 9.7K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.25% | $10M | 169.7K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.25% | $310,674 | 5.5K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.25% | $1M | 23.6K | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 0.25% | $662,399 | 11.7K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.25% | $5M | 88.2K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.25% | $3M | 60.5K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.25% | $278,271 | 4.9K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.25% | $762,741 | 13.4K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.25% | $1M | 25.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.24% | $1.9B | 32.71M | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.24% | $634,004 | 11.2K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.24% | $374,271 | 6.6K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.24% | $1M | 20.3K | Q2 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.23% | $273,550 | 5.0K | Q4 2025OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.23% | $407,656 | 7.6K | Q3 2025OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.23% | $235,735 | 4.2K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.23% | $29M | 504.6K | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 0.23% | $3M | 47.5K | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.23% | $190M | 3.34M | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.23% | $843,519 | 15.4K | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.23% | $2M | 37.7K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.23% | $443,814 | 7.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.23% | $704,594 | 12.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.23% | $10M | 172.8K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.23% | $1M | 20.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.