ISHARES TR
CUSIP 464287457
Ishares Tr has 1,213 institutional holders in Filings Flow’s 13F database, together reporting 236.69M shares worth $19.1B as of Q1 2026. The largest reported holders are Morgan Stanley, Captrust Financial Advisors, and Bank Of America Corp /De/.
Institutional Holders
1,213
Q1 2026
Reported Value
$19.1B
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 |
|---|---|---|---|---|
| PineBridge Investments Asia Ltd$289M AUM | 78.12% | $226M | 2.74M | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 29.63% | $41M | 489.8K | Q1 2026OLDER |
| Santa Clara Valley Transportation Authority$120M AUM | 22.63% | $27M | 329.5K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 21.80% | $88M | 1.07M | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 20.62% | $28M | 334.9K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 14.07% | $82M | 996.3K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 12.43% | $26M | 318.1K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 11.63% | $24M | 292.4K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 10.08% | $82M | 990.7K | Q1 2026OLDER |
| Mader & Shannon Wealth Management, Inc.$214M AUM | 9.67% | $21M | 252.1K | Q2 2026 |
| Elevate Capital Advisors, LLC$155M AUM | 9.45% | $15M | 176.9K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 9.07% | $19M | 233.1K | Q1 2026OLDER |
| America First Investment Advisors, LLC$536M AUM | 8.27% | $44M | 537.0K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 8.11% | $26M | 309.2K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 7.46% | $10M | 121.9K | Q2 2026 |
| Peak Planning Group, LLC$228M AUM | 7.31% | $5M | 60.4K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 7.29% | $17M | 211.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 6.40% | $17M | 202.8K | Q1 2026OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 6.38% | $77M | 932.3K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 6.24% | $7M | 81.7K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 5.44% | $32M | 393.5K | Q2 2026 |
| DURANTE & WATERS, LLC$138M AUM | 5.40% | $7M | 90.3K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 5.23% | $7M | 83.6K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 5.14% | $9M | 107.0K | Q2 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 5.09% | $27M | 326.6K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 5.06% | $10M | 115.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 4.99% | $34M | 410.6K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 4.85% | $10M | 118.5K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 4.74% | $9M | 106.6K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 4.71% | $15M | 178.3K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 4.66% | $10M | 124.7K | Q2 2026 |
| Members Advisory Group LLC$292M AUM | 4.57% | $13M | 161.4K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 4.55% | $7M | 88.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 4.52% | $64M | 772.1K | Q1 2026OLDER |
| Alamar Capital Management, LLC$181M AUM | 4.43% | $8M | 96.9K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 4.35% | $5M | 64.4K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 4.24% | $24M | 288.0K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 4.23% | $18M | 221.4K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 4.15% | $7M | 79.0K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 4.14% | $42M | 512.0K | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 3.99% | $6M | 66.8K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 3.97% | $11M | 129.0K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 3.96% | $7M | 78.9K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 3.94% | $19M | 229.6K | Q2 2026 |
| MBA Advisors LLC$260M AUM | 3.94% | $10M | 124.1K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 3.87% | $4M | 47.7K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 3.85% | $7M | 89.4K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 3.77% | $14M | 172.6K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 3.63% | $5M | 55.0K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 3.61% | $9M | 111.4K | Q2 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 3.58% | $11M | 127.6K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 3.56% | $10M | 124.4K | Q2 2026 |
| Capasso Planning Partners LLC$185M AUM | 3.33% | $6M | 74.7K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 3.33% | $27M | 323.3K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 3.32% | $10M | 117.2K | Q2 2026 |
| Argent Advisors, Inc.$366M AUM | 3.31% | $12M | 146.7K | Q1 2026OLDER |
| Sterling Manor Financial, LLC$160M AUM | 3.26% | $5M | 63.0K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 3.21% | $60M | 732.1K | Q2 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 3.20% | $15M | 179.3K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 3.13% | $4M | 44.4K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 3.07% | $48M | 583.0K | Q3 2025OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 3.06% | $9M | 110.7K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 3.02% | $17M | 206.0K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 2.99% | $8M | 100.3K | Q1 2026OLDER |
| Cadence Wealth Management LLC$240M AUM | 2.89% | $6M | 66.6K | Q3 2025OLDER |
| Mizuho Markets Cayman LP$1.9B AUM | 2.89% | $54M | 650.0K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 2.86% | $4M | 52.3K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 2.85% | $9M | 113.2K | Q1 2026OLDER |
| Beacon Wealthcare LLC$312M AUM | 2.78% | $9M | 105.7K | Q2 2026 |
| Thayer Partners, LLC / MA$210M AUM | 2.78% | $6M | 70.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 2.77% | $1.6B | 19.19M | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 2.68% | $18M | 213.6K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 2.67% | $8M | 101.0K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 2.67% | $3M | 33.3K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 2.57% | $3M | 41.6K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 2.47% | $10M | 115.9K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 2.46% | $72M | 877.6K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 2.45% | $5M | 62.1K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 2.44% | $3M | 41.9K | Q3 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 2.41% | $63M | 757.4K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 2.38% | $28M | 337.8K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 2.38% | $3M | 40.4K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 2.37% | $64M | 775.7K | Q2 2026 |
| Clarity Financial LLC$919M AUM | 2.35% | $22M | 262.2K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 2.34% | $2M | 28.6K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 2.32% | $11M | 135.6K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 2.29% | $15M | 180.1K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 2.24% | $6M | 67.7K | Q1 2026OLDER |
| PineBridge Investments, L.P.$13.5B AUM | 2.19% | $295M | 3.56M | Q3 2025OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 2.19% | $7M | 85.0K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 2.18% | $4M | 53.3K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 2.18% | $4M | 51.8K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 2.14% | $2M | 27.3K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 2.12% | $3M | 39.3K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 2.11% | $3M | 41.6K | Q1 2026OLDER |
| CPR Investments Inc.$150M AUM | 2.06% | $3M | 37.4K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 2.05% | $79M | 954.7K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 2.03% | $3M | 36.0K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 2.02% | $5M | 57.2K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.99% | $17M | 209.8K | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 1.97% | $7M | 79.9K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.94% | $14M | 174.1K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 1.93% | $8M | 97.5K | Q1 2026OLDER |
| Donoghue Forlines LLC$361M AUM | 1.93% | $7M | 84.5K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 1.91% | $5M | 62.7K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.89% | $7M | 87.2K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.88% | $3M | 33.3K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 1.87% | $3M | 31.5K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 1.86% | $3M | 31.9K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 1.85% | $23M | 282.1K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 1.83% | $27M | 321.5K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.83% | $4M | 43.0K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.82% | $6M | 76.1K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 1.81% | $6M | 75.8K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 1.77% | $8M | 97.0K | Q1 2026OLDER |
| Timelo Investment Management Inc.$127M AUM | 1.76% | $2M | 27.1K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.73% | $6M | 76.1K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 1.73% | $12M | 149.8K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 1.71% | $32M | 387.1K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 1.70% | $2M | 21.3K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 1.67% | $6M | 75.5K | Q1 2026OLDER |
| Corecam Pte. Ltd.$231M AUM | 1.66% | $4M | 46.3K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 1.65% | $4M | 49.3K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.65% | $11M | 127.5K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 1.62% | $3M | 35.0K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 1.58% | $7M | 83.3K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 1.57% | $3M | 32.6K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 1.57% | $7M | 83.4K | Q2 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 1.55% | $2M | 23.4K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 1.53% | $12M | 146.7K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 1.51% | $2M | 25.4K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 1.50% | $4M | 49.3K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 1.49% | $32M | 387.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 1.47% | $68M | 823.3K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 1.47% | $13M | 155.7K | Q1 2026OLDER |
| Arena Capital Advisors, LLC- CA$200M AUM | 1.45% | $3M | 35.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.44% | $3M | 31.5K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 1.43% | $2M | 19.7K | Q1 2026OLDER |
| WHI TRUST Co LLC$133M AUM | 1.42% | $2M | 22.9K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.42% | $69M | 831.2K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 1.42% | $2M | 21.3K | Q2 2026 |
| Palumbo Wealth Management LLC$410M AUM | 1.41% | $6M | 70.2K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 1.41% | $2M | 19.9K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.39% | $2M | 25.9K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 1.39% | $2M | 25.6K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 1.38% | $13M | 157.0K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 1.38% | $17M | 200.3K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 1.36% | $4M | 45.0K | Q2 2026 |
| William Howard & Co Financial Advisors Inc$129M AUM | 1.31% | $2M | 20.5K | Q2 2026 |
| MBL Wealth, LLC$1.3B AUM | 1.29% | $17M | 207.1K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 1.27% | $4M | 46.1K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 1.27% | $14M | 170.9K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 1.27% | $3M | 39.0K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 1.26% | $2M | 18.8K | Q4 2025OLDER |
| Signet Private Wealth LLC$105M AUM | 1.25% | $1M | 15.9K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 1.24% | $12M | 144.3K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 1.21% | $20M | 244.4K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 1.20% | $2M | 20.1K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 1.20% | $2M | 18.5K | Q3 2025OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 1.18% | $2M | 23.2K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 1.15% | $5M | 63.2K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.14% | $2M | 25.7K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 1.14% | $73M | 883.4K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 1.13% | $10M | 122.5K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 1.12% | $2M | 23.1K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 1.11% | $5M | 60.0K | Q1 2026OLDER |
| Freestate Advisors LLC$134M AUM | 1.10% | $1M | 18.0K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 1.10% | $8M | 96.2K | Q4 2025OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 1.09% | $8M | 101.7K | Q1 2026OLDER |
| Vernal Point Advisors, LLC$246M AUM | 1.08% | $3M | 31.7K | Q4 2025OLDER |
| Well Done, LLC$681M AUM | 1.07% | $7M | 88.2K | Q1 2026OLDER |
| AIA Group Ltd$6.9B AUM | 1.07% | $73M | 890.1K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 1.06% | $1M | 13.6K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 1.05% | $3M | 30.9K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 1.05% | $2M | 25.1K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 1.05% | $17M | 211.8K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 1.04% | $2M | 22.1K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 1.03% | $7M | 84.8K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 1.03% | $2M | 29.1K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 1.02% | $13M | 153.1K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 1.02% | $7M | 79.2K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 1.01% | $1M | 15.0K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 1.00% | $2M | 21.9K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.00% | $3M | 34.2K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.99% | $2M | 24.6K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 0.98% | $2M | 19.7K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 0.98% | $2M | 18.6K | Q2 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.98% | $4M | 53.9K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.94% | $33M | 398.8K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.92% | $1M | 15.0K | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 0.91% | $2M | 22.7K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 0.90% | $3M | 34.5K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.90% | $1M | 12.4K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.90% | $2M | 20.5K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.89% | $5M | 54.9K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.89% | $5M | 61.2K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.89% | $4M | 43.3K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.89% | $3M | 32.2K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.87% | $15M | 184.7K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 0.87% | $1M | 16.0K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.87% | $50M | 605.7K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.87% | $3M | 34.7K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.86% | $53M | 641.6K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.85% | $6M | 73.2K | Q3 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.85% | $20M | 240.9K | Q2 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.84% | $6M | 72.8K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.81% | $965,161 | 11.7K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 0.81% | $1M | 15.1K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.81% | $6M | 69.4K | Q4 2025OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.80% | $1M | 17.5K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.80% | $1M | 14.9K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.80% | $8M | 93.9K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.80% | $3M | 38.1K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.80% | $2M | 30.0K | Q4 2025OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 0.79% | $2M | 26.0K | Q3 2025OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 0.79% | $3M | 40.7K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.79% | $1M | 13.2K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 0.78% | $878,323 | 10.6K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.78% | $3M | 41.5K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.78% | $781,195 | 9.5K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.78% | $3M | 35.8K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.77% | $1M | 14.5K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.77% | $866,985 | 10.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.77% | $5M | 57.3K | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.77% | $17M | 199.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.77% | $14M | 167.6K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.76% | $2M | 27.1K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.76% | $11M | 137.6K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.76% | $1M | 13.5K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.76% | $851,049 | 10.3K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.75% | $3M | 33.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.75% | $35M | 420.0K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.74% | $2M | 24.8K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.72% | $3M | 37.3K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.72% | $3M | 37.9K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.72% | $1M | 13.3K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 0.72% | $1M | 17.3K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.72% | $2M | 25.9K | Q2 2026 |
| LOWERY THOMAS, LLC$175M AUM | 0.71% | $1M | 15.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.71% | $2M | 24.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.70% | $25M | 303.3K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.69% | $3M | 31.8K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.69% | $1M | 12.9K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.69% | $832,801 | 10.1K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.69% | $3M | 40.2K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.68% | $4M | 50.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.67% | $19M | 234.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.66% | $39M | 469.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.65% | $13M | 152.5K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.64% | $6M | 75.3K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.64% | $36M | 436.6K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.64% | $2M | 22.5K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.64% | $3M | 30.8K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.63% | $4M | 44.8K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.62% | $1M | 15.2K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.62% | $3M | 33.8K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.62% | $2M | 27.8K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.62% | $3M | 34.7K | Q3 2025OLDER |
| Investment Research Partners LLC$246M AUM | 0.62% | $2M | 18.5K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.62% | $3M | 31.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.61% | $8M | 101.9K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.61% | $2M | 29.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.61% | $26M | 312.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.61% | $21M | 261.2K | Q2 2026 |
| COFG Advisors, LLC$404M AUM | 0.60% | $2M | 29.6K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.59% | $6M | 69.7K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.59% | $6M | 78.9K | Q2 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.59% | $8M | 95.6K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 0.58% | $2M | 25.8K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.58% | $938,738 | 11.4K | Q1 2026OLDER |
| Sierra Legacy Group$131M AUM | 0.58% | $755,516 | 9.2K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.57% | $829,600 | 10.0K | Q3 2025OLDER |
| Element Wealth, LLC$242M AUM | 0.56% | $1M | 16.4K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 0.56% | $708,533 | 8.6K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.55% | $10M | 116.0K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.55% | $3M | 31.0K | Q2 2026 |
| New Insight Wealth Advisors$279M AUM | 0.54% | $2M | 18.4K | Q1 2026OLDER |
| Bienville Capital Management, LLC$550M AUM | 0.54% | $3M | 35.9K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.54% | $3M | 32.7K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.54% | $3M | 31.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.53% | $262M | 3.18M | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.53% | $14M | 171.4K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.53% | $504,749 | 6.1K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.53% | $4M | 43.6K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.52% | $618,036 | 7.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.52% | $42M | 503.7K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.52% | $9M | 110.0K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.52% | $3M | 39.0K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.51% | $3M | 35.3K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.51% | $923,133 | 11.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.51% | $967,803 | 11.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.50% | $8M | 94.6K | Q2 2026 |
| EQ LLC$355M AUM | 0.50% | $2M | 21.0K | Q4 2025OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.49% | $864,178 | 10.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.49% | $9M | 106.6K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.49% | $3M | 33.7K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.49% | $2M | 21.7K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.49% | $788,120 | 9.5K | Q3 2025OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.49% | $3M | 32.2K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.48% | $1M | 14.0K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.48% | $3M | 37.7K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.47% | $1M | 13.8K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.47% | $5M | 66.4K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.47% | $2M | 24.8K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.47% | $18M | 214.1K | Q2 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.47% | $2M | 21.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.47% | $20M | 243.2K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.46% | $7M | 85.3K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.46% | $2M | 23.7K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.46% | $1M | 15.0K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.45% | $2M | 26.8K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.45% | $1M | 14.7K | Q3 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.45% | $7M | 85.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.45% | $89M | 1.07M | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.45% | $2M | 21.7K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.45% | $2M | 24.4K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.45% | $575,926 | 7.0K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.44% | $7M | 89.8K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.44% | $18M | 221.7K | Q3 2025OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.43% | $914,830 | 11.0K | Q4 2025OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 0.43% | $2M | 24.2K | Q2 2026 |
| SSA SWISS ADVISORS AG$215M AUM | 0.43% | $917,979 | 11.1K | Q4 2025OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.43% | $2M | 20.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.43% | $8M | 95.0K | Q1 2026OLDER |
| DAVIS-REA LTD.$384M AUM | 0.42% | $2M | 20.4K | Q4 2025OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.42% | $1M | 17.6K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.42% | $3M | 33.4K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.42% | $5M | 63.0K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.42% | $7M | 83.4K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.41% | $520,521 | 6.3K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.41% | $5M | 54.8K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.40% | $2M | 25.3K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.40% | $2M | 19.7K | Q2 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.39% | $741,344 | 9.0K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.39% | $4M | 48.8K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.39% | $1M | 15.8K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.39% | $1M | 17.6K | Q2 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.39% | $34M | 407.0K | Q3 2025OLDER |
| WIN ADVISORS, INC$219M AUM | 0.38% | $904,100 | 10.9K | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.38% | $2M | 21.1K | Q2 2026 |
| DMC Group, LLC$148M AUM | 0.38% | $562,632 | 6.8K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.38% | $1M | 13.3K | Q3 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.38% | $2M | 26.2K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.38% | $663,888 | 8.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.38% | $2M | 27.1K | Q1 2026OLDER |
| St. James Investment Company, LLC$638M AUM | 0.38% | $2M | 29.0K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.38% | $1M | 12.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.37% | $3M | 29.4K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.37% | $28M | 340.7K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.37% | $4M | 50.1K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.37% | $591,168 | 7.1K | Q4 2025OLDER |
| Global Endowment Management, LP$896M AUM | 0.37% | $3M | 40.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.37% | $5M | 59.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.37% | $47M | 573.0K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.37% | $2M | 18.8K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.37% | $10M | 117.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.37% | $6M | 68.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.36% | $47M | 575.1K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.36% | $6M | 71.7K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.36% | $4M | 48.9K | Q2 2026 |
| HCR Wealth Advisors$964M AUM | 0.36% | $3M | 42.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.36% | $6M | 74.6K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.35% | $4M | 54.2K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.35% | $758,727 | 9.2K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.35% | $3M | 40.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.35% | $25M | 304.7K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.35% | $4M | 44.5K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.35% | $756,424 | 9.2K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.34% | $1M | 14.1K | Q2 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.34% | $1M | 12.4K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.34% | $654,554 | 7.9K | Q4 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.33% | $30M | 365.4K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.33% | $4M | 43.9K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.33% | $3M | 32.4K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.33% | $4M | 45.5K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.33% | $720,010 | 8.7K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.33% | $636,945 | 7.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.32% | $34M | 415.6K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.32% | $4M | 52.5K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.32% | $1M | 15.8K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.32% | $3M | 38.3K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.31% | $2M | 23.2K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.31% | $3M | 31.3K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.31% | $2M | 21.4K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.31% | $22M | 271.1K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.30% | $645,615 | 7.8K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.30% | $5M | 61.8K | Q3 2025OLDER |
| Keel Point, LLC$1.5B AUM | 0.30% | $5M | 54.8K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.29% | $207M | 2.50M | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.29% | $618,450 | 7.5K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 0.29% | $9M | 105.5K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.29% | $1M | 12.7K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.29% | $3M | 35.3K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.28% | $1M | 17.3K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.28% | $852,276 | 10.3K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.28% | $929,583 | 11.3K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.28% | $284,035 | 3.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.28% | $5M | 66.0K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.27% | $750,995 | 9.1K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 0.27% | $809,897 | 9.8K | Q4 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.27% | $9M | 112.2K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.27% | $4M | 54.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.27% | $8M | 96.3K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.27% | $788,378 | 9.5K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.27% | $307,009 | 3.7K | Q2 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.27% | $3M | 38.4K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 0.27% | $2M | 20.8K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 0.27% | $481,887 | 5.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.27% | $13M | 154.8K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.26% | $33M | 399.1K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.26% | $4M | 45.0K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 0.26% | $1M | 12.2K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.26% | $3M | 41.6K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.26% | $1M | 14.9K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.26% | $190M | 2.30M | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.25% | $518,622 | 6.3K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.25% | $309,336 | 3.7K | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.25% | $577,793 | 6.9K | Q4 2025OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 0.25% | $873,453 | 10.6K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.25% | $400,631 | 4.9K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.25% | $2M | 22.8K | Q2 2026 |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 0.25% | $353,967 | 4.3K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.25% | $342,666 | 4.2K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.24% | $574,442 | 7.0K | Q2 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.24% | $5M | 56.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.24% | $2M | 23.6K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.24% | $1M | 17.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.24% | $693,130 | 8.4K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.24% | $696,307 | 8.5K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.24% | $3M | 33.6K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.24% | $460,988 | 5.6K | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 0.24% | $337,888 | 4.1K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.24% | $6M | 69.5K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.24% | $402,198 | 4.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.23% | $77M | 929.8K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.23% | $1M | 13.1K | Q2 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.23% | $515,012 | 6.2K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.23% | $544,051 | 6.6K | Q3 2025OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.23% | $2M | 20.4K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.23% | $1M | 13.5K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.23% | $1M | 14.6K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.23% | $1M | 13.3K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.23% | $849,645 | 10.3K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.23% | $436,877 | 5.3K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.23% | $436,728 | 5.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.23% | $5M | 62.6K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.23% | $1M | 17.4K | Q2 2026 |
| Powerhouse Assets LLC$115M AUM | 0.23% | $262,578 | 3.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.23% | $23M | 282.0K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.23% | $1M | 14.2K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.23% | $1M | 17.4K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 0.22% | $301,793 | 3.7K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.22% | $4M | 51.3K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.22% | $321,610 | 3.9K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.22% | $2M | 24.2K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.22% | $293,514 | 3.5K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.22% | $3M | 37.9K | Q2 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.21% | $870,534 | 10.5K | Q1 2026OLDER |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 0.21% | $2M | 24.5K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.21% | $2M | 27.0K | Q2 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.21% | $1M | 14.0K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.21% | $341,526 | 4.1K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.21% | $358,304 | 4.3K | Q3 2025OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.21% | $553,136 | 6.7K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.21% | $621,150 | 7.5K | Q4 2025OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.20% | $10M | 122.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.20% | $19M | 228.0K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.20% | $2M | 25.3K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.20% | $641,967 | 7.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.20% | $16M | 194.1K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.20% | $1M | 14.1K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.20% | $914,132 | 11.1K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.20% | $423,096 | 5.1K | Q3 2025OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.20% | $2M | 25.8K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.20% | $1M | 13.9K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.20% | $6M | 76.4K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.20% | $466,231 | 5.6K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.20% | $3M | 37.1K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.20% | $908,353 | 11.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.20% | $500,544 | 6.0K | Q3 2025OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 0.20% | $428,703 | 5.2K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.20% | $242,178 | 2.9K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.20% | $1M | 15.4K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.19% | $440,217 | 5.3K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.19% | $5M | 55.3K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.19% | $27M | 332.2K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.19% | $4M | 49.7K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.19% | $502,934 | 6.1K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.19% | $908,387 | 11.0K | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 0.19% | $533,907 | 6.5K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 0.19% | $203,948 | 2.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.19% | $6M | 74.4K | Q2 2026 |
| Gouws Capital LLC$189M AUM | 0.19% | $355,051 | 4.3K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.19% | $1M | 15.6K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.19% | $23M | 279.5K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.19% | $1M | 14.6K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.19% | $1M | 12.8K | Q1 2026OLDER |
| Compass Planning Associates Inc$156M AUM | 0.19% | $202,898 | 2.4K | Q3 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.19% | $665,432 | 8.1K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.19% | $297,830 | 3.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.