ISHARES TR
CUSIP 464287242
Ishares Tr has 1,095 institutional holders in Filings Flow’s 13F database, together reporting 337.12M shares worth $32.7B as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Bank Of America Corp /De/, and Blackrock, Inc..
Institutional Holders
1,095
Q1 2026
Reported Value
$32.7B
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 |
|---|---|---|---|---|
| Empower Annuity Insurance Co$268M AUM | 100.00% | $268M | 2.46M | Q1 2026OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 71.23% | $2.1B | 19.12M | Q1 2026OLDER |
| Allianz Investment Management U.S. LLC$2.7B AUM | 32.74% | $876M | 7.86M | Q3 2025OLDER |
| KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM | 30.99% | $725M | 6.50M | Q3 2025OLDER |
| Japan Science & Technology Agency$4.8B AUM | 19.27% | $927M | 8.51M | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 15.94% | $22M | 204.3K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 15.83% | $16M | 147.0K | Q3 2025OLDER |
| BARINGS LLC$6.2B AUM | 15.16% | $939M | 8.61M | Q1 2026OLDER |
| BRIGADE CAPITAL MANAGEMENT, LP$806M AUM | 13.53% | $109M | 1.00M | Q1 2026OLDER |
| NYL Investors LLC$265M AUM | 10.95% | $29M | 265.9K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 10.25% | $29M | 268.1K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 10.17% | $17M | 154.7K | Q1 2026OLDER |
| Finhabits Advisors LLC$108M AUM | 10.14% | $11M | 100.8K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 9.63% | $25M | 227.9K | Q3 2025OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 9.60% | $14M | 125.4K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 9.50% | $857M | 7.86M | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 9.20% | $11M | 96.6K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 8.92% | $281M | 2.57M | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 8.48% | $29M | 267.2K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 8.31% | $24M | 218.3K | Q2 2026 |
| Connecticut Capital Management Group, LLC$106M AUM | 7.65% | $8M | 74.3K | Q1 2026OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 7.31% | $8M | 73.2K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 7.12% | $28M | 257.1K | Q4 2025OLDER |
| GDS Wealth Management$1.7B AUM | 6.51% | $108M | 994.1K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 6.41% | $22M | 194.2K | Q3 2025OLDER |
| HMS Capital Management, LLC$259M AUM | 6.38% | $17M | 151.4K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 6.34% | $21M | 188.0K | Q3 2025OLDER |
| MTC Wealth Management LLC$211M AUM | 6.30% | $13M | 121.7K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 6.04% | $818M | 7.50M | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 5.88% | $11M | 104.5K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 5.87% | $6M | 55.6K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 5.78% | $31M | 281.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 5.69% | $375M | 3.44M | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 5.68% | $171M | 1.57M | Q1 2026OLDER |
| Axos Invest Inc.$132M AUM | 5.66% | $8M | 67.8K | Q3 2025OLDER |
| Cresta Advisors, Ltd.$244M AUM | 5.53% | $14M | 124.0K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 5.24% | $121M | 1.11M | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 5.18% | $71M | 650.0K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 5.14% | $15M | 134.2K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 5.09% | $12M | 111.5K | Q1 2026OLDER |
| Income Insurance Ltd$147M AUM | 5.08% | $7M | 68.6K | Q1 2026OLDER |
| PERISCOPE CAPITAL INC.$902M AUM | 5.04% | $44M | 400.0K | Q4 2025OLDER |
| TrustBank$258M AUM | 5.03% | $13M | 119.1K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 4.95% | $32M | 291.3K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 4.93% | $18M | 163.8K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 4.81% | $13M | 121.5K | Q4 2025OLDER |
| One River Asset Management, LLC$273M AUM | 4.69% | $13M | 117.5K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 4.56% | $10M | 89.2K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 4.55% | $515M | 4.72M | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 4.48% | $118M | 1.08M | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 4.45% | $110M | 101.1K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 4.44% | $20M | 186.2K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 4.35% | $11M | 96.4K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 4.32% | $20M | 183.9K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 4.12% | $13M | 116.2K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 4.02% | $6M | 57.9K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 3.95% | $6M | 58.1K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 3.78% | $4M | 37.5K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 3.77% | $5M | 49.9K | Q1 2026OLDER |
| III Capital Management$344M AUM | 3.71% | $25M | 229.0K | Q4 2025OLDER |
| Rochester Wealth Strategies, LLC$165M AUM | 3.71% | $6M | 56.1K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 3.67% | $5M | 44.6K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 3.64% | $15M | 131.8K | Q4 2025OLDER |
| Cheviot Value Management, LLC$996M AUM | 3.63% | $36M | 331.9K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 3.58% | $13M | 115.2K | Q4 2025OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 3.52% | $167M | 1.53M | Q1 2026OLDER |
| National Mutual Insurance Federation of Agricultural Cooperatives$13.0B AUM | 3.39% | $440M | 4.04M | Q1 2026OLDER |
| Edenbrook Capital, LLC$321M AUM | 3.38% | $11M | 100.0K | Q1 2026OLDER |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 3.22% | $14M | 131.1K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 3.15% | $7M | 61.2K | Q2 2026 |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 3.13% | $11M | 98.4K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 3.06% | $27M | 251.2K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 3.05% | $37M | 331.2K | Q4 2025OLDER |
| LWM ADVISORS INC$134M AUM | 2.93% | $4M | 36.0K | Q2 2026 |
| Canal Capital Management, LLC$739M AUM | 2.89% | $21M | 195.6K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 2.88% | $5M | 43.0K | Q2 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 2.82% | $9M | 85.2K | Q1 2026OLDER |
| Keystone Global Partners, LLC$225M AUM | 2.76% | $6M | 57.1K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 2.68% | $22M | 201.5K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 2.63% | $14M | 128.2K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 2.62% | $3M | 26.8K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 2.61% | $20M | 187.0K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 2.57% | $1.2B | 10.73M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 2.52% | $28M | 257.3K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 2.51% | $8M | 74.9K | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 2.48% | $6M | 52.8K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 2.45% | $9M | 81.7K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 2.42% | $1.2B | 10.91M | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 2.41% | $33M | 304.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 2.41% | $21M | 196.0K | Q1 2026OLDER |
| Petrus Trust Company, LTA$915M AUM | 2.41% | $22M | 202.0K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 2.40% | $19M | 174.7K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 2.39% | $12M | 105.6K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 2.31% | $3M | 29.5K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 2.31% | $10M | 95.2K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 2.29% | $4M | 32.7K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 2.29% | $4M | 41.0K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 2.28% | $3M | 31.0K | Q2 2026 |
| Midwest Financial Group LLC$234M AUM | 2.24% | $5M | 48.1K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 2.22% | $6M | 58.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 2.21% | $4M | 36.8K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 2.19% | $3M | 24.4K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 2.18% | $3M | 30.0K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 2.16% | $5M | 44.4K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 2.15% | $6M | 57.3K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 2.14% | $15M | 139.7K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 2.13% | $12M | 109.4K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 2.12% | $5M | 45.3K | Q4 2025OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 2.08% | $3M | 28.1K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 2.05% | $7M | 68.2K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 2.02% | $3M | 24.5K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 2.01% | $5M | 48.7K | Q4 2025OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 1.98% | $4M | 33.6K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 1.97% | $4M | 39.3K | Q3 2025OLDER |
| BANK OF KOREA$4.1B AUM | 1.91% | $44M | 396.1K | Q4 2025OLDER |
| Note Advisors, LLC$200M AUM | 1.91% | $4M | 35.0K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 1.90% | $32M | 297.3K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 1.88% | $5M | 43.8K | Q2 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 1.86% | $214M | 1.97M | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 1.84% | $91M | 835.0K | Q1 2026OLDER |
| BankPlus Wealth Management LLC$194M AUM | 1.83% | $4M | 32.5K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 1.82% | $8M | 75.1K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 1.80% | $7M | 63.5K | Q2 2026 |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 1.79% | $10M | 93.0K | Q3 2025OLDER |
| TRB Wealth Management, LLC$704M AUM | 1.79% | $13M | 115.3K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.78% | $5M | 46.4K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.77% | $9M | 84.9K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 1.69% | $149M | 1.37M | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 1.67% | $5M | 47.4K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 1.67% | $5M | 42.8K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 1.63% | $3M | 23.9K | Q2 2026 |
| KG Capital Management$139M AUM | 1.61% | $2M | 20.6K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.57% | $3M | 26.2K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 1.56% | $3M | 25.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 1.55% | $240M | 2.20M | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 1.54% | $27M | 244.6K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 1.53% | $13M | 122.9K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 1.52% | $4M | 34.3K | Q1 2026OLDER |
| Sagil Capital LLP$263M AUM | 1.50% | $4M | 36.2K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 1.49% | $37M | 340.1K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 1.48% | $8M | 75.9K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 1.47% | $2M | 14.1K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 1.46% | $12M | 108.4K | Q2 2026 |
| Alpha Wealth Funds, LLC$149M AUM | 1.46% | $2M | 19.9K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 1.45% | $25M | 228.2K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 1.42% | $1.2B | 10.60M | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 1.42% | $2M | 16.4K | Q1 2026OLDER |
| EQ LLC$355M AUM | 1.41% | $5M | 44.5K | Q4 2025OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.41% | $3M | 28.7K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 1.40% | $20M | 186.0K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 1.38% | $20M | 183.0K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 1.37% | $2M | 18.4K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 1.34% | $33M | 300.0K | Q4 2025OLDER |
| Red Wave Investments LLC$335M AUM | 1.32% | $4M | 40.4K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 1.28% | $2M | 14.0K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 1.27% | $2M | 17.9K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 1.26% | $9M | 86.9K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 1.25% | $237M | 2.17M | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 1.25% | $22M | 200.0K | Q4 2025OLDER |
| Farrell Financial LLC$167M AUM | 1.24% | $2M | 19.0K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 1.24% | $4M | 35.7K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.23% | $3M | 31.1K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.20% | $7M | 67.4K | Q1 2026OLDER |
| ARRIEN INVESTMENTS, INC.$184M AUM | 1.16% | $2M | 19.6K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 1.15% | $97M | 891.4K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.15% | $3M | 24.7K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 1.15% | $4M | 32.5K | Q4 2025OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 1.14% | $2M | 22.1K | Q4 2025OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 1.11% | $2M | 19.9K | Q1 2026OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 1.08% | $33M | 3.0K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.08% | $12M | 109.1K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 1.07% | $5M | 43.8K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 1.06% | $2M | 14.9K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.06% | $2M | 16.9K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 1.04% | $3M | 28.9K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 1.04% | $1M | 13.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 1.03% | $37M | 341.3K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 1.03% | $1M | 11.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.99% | $6M | 55.5K | Q2 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.97% | $557M | 5.11M | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.95% | $2M | 15.9K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.92% | $1M | 12.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.91% | $1M | 10.0K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.91% | $112M | 1.01M | Q4 2025OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.90% | $33M | 300.0K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.0B AUM | 0.90% | $27M | 249.3K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 0.90% | $1M | 12.1K | Q1 2026OLDER |
| Mokosak Advisory Group, LLC$399M AUM | 0.90% | $4M | 32.9K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.90% | $4M | 35.3K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.87% | $1M | 9.9K | Q2 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.87% | $1M | 10.1K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.87% | $2M | 14.3K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.86% | $13M | 120.5K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.85% | $10M | 89.8K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.85% | $25M | 225.9K | Q4 2025OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.85% | $7M | 66.4K | Q2 2026 |
| Peak Planning Group, LLC$228M AUM | 0.84% | $599,325 | 4.4K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 0.82% | $5M | 47.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.82% | $170M | 1.54M | Q4 2025OLDER |
| Allie Family Office LLC$228M AUM | 0.81% | $2M | 17.0K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 0.81% | $2M | 22.1K | Q4 2025OLDER |
| American Family Investments, Inc.$3.8B AUM | 0.78% | $30M | 273.4K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.78% | $9M | 78.0K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.77% | $1M | 12.1K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 0.77% | $6M | 52.2K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.77% | $2M | 16.4K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.76% | $5M | 47.4K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.75% | $2M | 20.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.75% | $79M | 726.7K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 0.73% | $3M | 22.7K | Q4 2025OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.73% | $1M | 9.2K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 0.73% | $1M | 12.4K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.72% | $946,686 | 8.7K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.71% | $1M | 9.6K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 0.71% | $1M | 12.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.70% | $30M | 276.3K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.70% | $9M | 83.7K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 0.70% | $709,648 | 6.5K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 0.69% | $3M | 25.7K | Q1 2026OLDER |
| MUFG SECURITIES AMERICAS INC.$1.6B AUM | 0.69% | $11M | 100.0K | Q4 2025OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.68% | $1M | 10.0K | Q1 2026OLDER |
| CV Advisors LLC$366M AUM | 0.68% | $2M | 22.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.67% | $39M | 356.4K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.67% | $2M | 19.8K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.67% | $9M | 82.6K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.66% | $1M | 12.4K | Q4 2025OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.66% | $10M | 87.1K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.65% | $4M | 36.4K | Q4 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.65% | $6M | 58.8K | Q2 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.65% | $25M | 225.5K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 0.64% | $1M | 12.4K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.63% | $25M | 222.8K | Q4 2025OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.63% | $10M | 88.5K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.62% | $919,949 | 8.4K | Q2 2026 |
| Freedom Financial Partners LLC$281M AUM | 0.62% | $2M | 16.0K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.62% | $9M | 84.7K | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 0.61% | $2M | 20.0K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.60% | $730,623 | 6.7K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.59% | $10M | 88.1K | Q1 2026OLDER |
| APG Asset Management US Inc.$13.0B AUM | 0.59% | $76M | 698.9K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.58% | $526,611 | 4.8K | Q4 2025OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.58% | $4M | 33.9K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.58% | $2M | 14.5K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.58% | $647,627 | 5.9K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.58% | $9M | 86.3K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 0.58% | $2M | 22.8K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.57% | $5M | 46.0K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 0.57% | $2M | 18.4K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.57% | $1M | 10.7K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.56% | $14M | 32.57M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.56% | $4.9B | 44.77M | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.55% | $5M | 45.2K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.54% | $704,118 | 6.5K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.54% | $799,442 | 7.3K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.54% | $2M | 15.0K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.54% | $635,085 | 5.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.53% | $620,086 | 5.7K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.52% | $523,909 | 4.7K | Q3 2025OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.52% | $3M | 23.2K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.52% | $2M | 22.8K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.51% | $7M | 67.0K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.51% | $1M | 12.6K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 0.50% | $891,200 | 8.5K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.50% | $2M | 20.8K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.50% | $111M | 1.02M | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 0.49% | $586,762 | 5.3K | Q2 2026 |
| Disciplined Investments, LLC$279M AUM | 0.49% | $1M | 12.6K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.49% | $3M | 31.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.48% | $997M | 6.27M | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.48% | $23M | 214.1K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.48% | $3M | 23.2K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.47% | $3M | 29.0K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.47% | $7M | 60.3K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.47% | $2M | 14.7K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.47% | $855,572 | 7.8K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.47% | $876,561 | 8.0K | Q4 2025OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.47% | $769,678 | 7.1K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.47% | $1M | 13.0K | Q4 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.46% | $27M | 248.4K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 0.46% | $684,329 | 6.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.46% | $666,583 | 6.1K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.46% | $2M | 18.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.46% | $33M | 306.9K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.46% | $2M | 15.2K | Q4 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.46% | $5M | 48.2K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.45% | $3M | 23.9K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.45% | $2M | 17.7K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.44% | $30M | 279.0K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 0.44% | $989,508 | 9.0K | Q4 2025OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.44% | $2M | 15.8K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.43% | $3M | 31.9K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.43% | $783,856 | 7.2K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.43% | $827,514 | 7.6K | Q2 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.43% | $435,960 | 4.0K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.42% | $13M | 120.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.42% | $13M | 120.1K | Q4 2025OLDER |
| LPWM LLC$396M AUM | 0.42% | $2M | 15.3K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.42% | $5M | 43.7K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.42% | $1M | 10.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.41% | $17M | 159.4K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.40% | $40M | 355.0K | Q3 2025OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.40% | $1M | 12.6K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.40% | $4M | 32.4K | Q2 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.40% | $980,722 | 9.0K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 0.39% | $699,474 | 6.3K | Q3 2025OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.39% | $2M | 13.9K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.39% | $35M | 317.8K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 0.39% | $432,325 | 4.0K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.38% | $596,829 | 5.5K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.37% | $33M | 300.0K | Q3 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.37% | $218M | 1.98M | Q4 2025OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.37% | $649,689 | 6.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.36% | $1.5B | 13.71M | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.36% | $820,925 | 7.5K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.35% | $2M | 19.5K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.35% | $2M | 17.4K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.35% | $2M | 16.4K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.35% | $3M | 25.0K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.34% | $3M | 24.6K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.34% | $552,034 | 5.1K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.33% | $57M | 524.4K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.33% | $424,649 | 3.9K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.33% | $724,892 | 6.7K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.33% | $1M | 10.8K | Q4 2025OLDER |
| Mount Lucas Management LP$271M AUM | 0.33% | $890,884 | 8.2K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.33% | $220,360 | 2.0K | Q4 2025OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.33% | $11M | 99.0K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.32% | $1.2B | 10.99M | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.32% | $614,486 | 5.6K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.32% | $544,750 | 5.0K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.32% | $2M | 20.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.32% | $4M | 34.0K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 0.31% | $444,146 | 4.0K | Q3 2025OLDER |
| Oxinas Partners, LLC$219M AUM | 0.31% | $675,655 | 6.2K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.31% | $786,908 | 7.2K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.31% | $579,417 | 5.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.31% | $11M | 99.9K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.31% | $262,185 | 2.5K | Q3 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.30% | $1M | 13.7K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.30% | $2M | 22.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.30% | $109M | 995.8K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 0.30% | $567,620 | 5.2K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.30% | $11M | 99.4K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.30% | $8M | 69.9K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.29% | $426,265 | 3.9K | Q2 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.29% | $1M | 9.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.29% | $2M | 21.5K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.29% | $773,611 | 7.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.29% | $7M | 64.7K | Q2 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.29% | $2M | 21.0K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.28% | $532,025 | 4.9K | Q2 2026 |
| Reliant Investment Partners, LLC$121M AUM | 0.28% | $336,888 | 3.1K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.28% | $5M | 43.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.28% | $663M | 6.08M | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.28% | $7M | 62.8K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.28% | $125M | 1.15M | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.27% | $404M | 3.71M | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.27% | $4M | 32.9K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.27% | $635,488 | 5.8K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.27% | $822,439 | 7.5K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.27% | $914,883 | 8.3K | Q4 2025OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.27% | $509,831 | 4.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.27% | $54M | 491.4K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.26% | $2M | 19.2K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.26% | $1M | 10.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.26% | $21M | 196.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.26% | $5M | 42.1K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.26% | $427,099 | 3.9K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.26% | $681,296 | 6.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.26% | $2.3B | 20.93M | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.25% | $623,095 | 5.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.25% | $1M | 10.0K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.25% | $1M | 11.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.25% | $14M | 128.1K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.25% | $599,445 | 5.5K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.25% | $35M | 320.2K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.24% | $1M | 10.0K | Q3 2025OLDER |
| Ridgewood Investments LLC$244M AUM | 0.24% | $594,104 | 5.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.24% | $218M | 2.00M | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 0.24% | $631,741 | 5.8K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.24% | $47M | 434.9K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.24% | $3M | 30.0K | Q3 2025OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.24% | $342,690 | 3.1K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.24% | $2M | 17.0K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.24% | $1M | 12.8K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.24% | $448,111 | 4.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.24% | $1.6B | 14.45M | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 0.24% | $621,352 | 5.7K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.23% | $2M | 21.1K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.23% | $1M | 12.3K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.23% | $452,744 | 4.2K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.23% | $963,450 | 8.8K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.23% | $608,055 | 5.6K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.23% | $435,236 | 4.0K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.23% | $658,627 | 6.0K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.23% | $1M | 10.1K | Q4 2025OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.23% | $4M | 38.5K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.23% | $11M | 97.1K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.22% | $271,355 | 11.2K | Q3 2025OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.22% | $927,132 | 8.5K | Q2 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.22% | $1M | 12.7K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.22% | $15M | 139.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.22% | $109M | 996.6K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 0.22% | $713,776 | 6.5K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 0.22% | $1M | 13.0K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.22% | $779,878 | 7.2K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.22% | $531,544 | 4.9K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.22% | $220,160 | 2.0K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.22% | $666,570 | 6.1K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.22% | $9M | 85.6K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.22% | $861,239 | 7.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.21% | $39M | 357.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.21% | $4M | 37.5K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.21% | $1M | 13.4K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.21% | $2M | 14.8K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.21% | $217,980 | 2.0K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 0.21% | $246,535 | 2.3K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.21% | $8M | 70.1K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.21% | $476,613 | 4.4K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.21% | $487,591 | 4.4K | Q4 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.21% | $14M | 132.1K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.21% | $320,867 | 2.9K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.21% | $12M | 109.6K | Q4 2025OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.21% | $359,747 | 3.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.21% | $2.8B | 25.80M | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.20% | $324,369 | 3.0K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.20% | $426,573 | 3.9K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 0.20% | $374,931 | 3.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.20% | $877M | 8.00M | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.20% | $1M | 9.6K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.20% | $3M | 28.5K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.20% | $3M | 28.1K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.20% | $208,736 | 1.9K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.20% | $1M | 11.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.20% | $6M | 58.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.20% | $3M | 25.7K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.20% | $865,702 | 7.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.20% | $3M | 23.3K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.20% | $244,512 | 2.2K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.20% | $36M | 327.9K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.20% | $2M | 14.7K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 0.20% | $223,000 | 2.0K | Q4 2025OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.19% | $405,443 | 3.7K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.19% | $4M | 31.5K | Q3 2025OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.19% | $429,256 | 3.9K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.19% | $2M | 15.7K | Q4 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.19% | $3M | 32.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.19% | $989M | 9.08M | Q2 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.19% | $850,994 | 7.8K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.19% | $227M | 2.09M | Q1 2026OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.18% | $11M | 100.4K | Q4 2025OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.18% | $1M | 12.8K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.18% | $343,972 | 3.2K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.18% | $999,765 | 9.2K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.18% | $227,572 | 2.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.18% | $3M | 25.0K | Q2 2026 |
| Apella Capital, LLC$7.1B AUM | 0.18% | $13M | 117.8K | Q2 2026 |
| Peak Wealth Management LLC$122M AUM | 0.18% | $217,980 | 2.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.18% | $667M | 6.12M | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.18% | $410,158 | 3.8K | Q1 2026OLDER |
| OxenFree Capital LLC$218M AUM | 0.18% | $385,578 | 3.6K | Q2 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.18% | $446,639 | 4.1K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.17% | $5M | 48.9K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.17% | $3M | 28.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.17% | $6M | 52.2K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.17% | $45M | 411.0K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.17% | $892,652 | 8.0K | Q3 2025OLDER |
| City State Bank$385M AUM | 0.17% | $644,131 | 5.9K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.17% | $765,890 | 7.0K | Q2 2026 |
| Neumann Capital Management, LLC$340M AUM | 0.16% | $557,266 | 5.1K | Q1 2026OLDER |
| SimpliFi, Inc.$238M AUM | 0.16% | $387,785 | 3.6K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.16% | $9M | 81.8K | Q3 2025OLDER |
| Palouse Capital Management, Inc.$160M AUM | 0.16% | $260,241 | 2.4K | Q2 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.16% | $2M | 18.5K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.16% | $613,069 | 5.6K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.16% | $401,866 | 3.6K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.16% | $42M | 384.7K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.16% | $253,402 | 2.3K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.16% | $310,791 | 2.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.15% | $853,271 | 7.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.15% | $611,216 | 5.6K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.15% | $4M | 33.8K | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.15% | $167,300 | 1.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.15% | $4M | 37.7K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.15% | $667,128 | 6.1K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 0.15% | $256,562 | 2.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.15% | $8M | 75.6K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.15% | $89M | 817.3K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.15% | $258,960 | 2.4K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.15% | $282,715 | 2.6K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.15% | $4M | 34.3K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.14% | $658,045 | 6.0K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.14% | $23M | 211.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.14% | $7M | 60.7K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.14% | $429,639 | 3.9K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.14% | $304,870 | 2.7K | Q3 2025OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.14% | $539,245 | 4.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.14% | $212,531 | 1.9K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.14% | $330,349 | 3.0K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.14% | $234,889 | 2.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.