ISHARES TR
CUSIP 464287481
Ishares Tr has 1,164 institutional holders in Filings Flow’s 13F database, together reporting 7.87M shares worth $1.0B as of Q2 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Envestnet Asset Management Inc.
Institutional Holders
1,164
Q2 2026
Reported Value
$14.2B
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 |
|---|---|---|---|---|
| Financial Advisory Corp$754M AUM | 14.44% | $109M | 743.9K | Q2 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 8.93% | $78M | 606.8K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 8.58% | $15M | 0 | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 7.61% | $8M | 58.0K | Q2 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 6.96% | $40M | 276.2K | Q2 2026 |
| FSA Wealth Management LLC$273M AUM | 6.74% | $18M | 129.3K | Q3 2025OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 6.17% | $11M | 131.6K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 5.98% | $13M | 99.8K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 5.96% | $280M | 2.18M | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 5.72% | $9M | 72.1K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 5.62% | $55M | 431.0K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 5.17% | $14M | 98.0K | Q3 2025OLDER |
| GenWealth Group, Inc.$584M AUM | 4.91% | $29M | 202.8K | Q4 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 4.76% | $22M | 175.2K | Q2 2026 |
| Sterling Manor Financial, LLC$160M AUM | 4.71% | $8M | 58.7K | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 4.50% | $71M | 551.0K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 4.47% | $13M | 101.7K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 4.29% | $14M | 99.0K | Q4 2025OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 4.21% | $9M | 67.4K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 4.17% | $65M | 504.7K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 4.14% | $197M | 1.53M | Q1 2026OLDER |
| Sequent Asset Management, LLC$225M AUM | 4.09% | $9M | 67.2K | Q4 2025OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 3.79% | $43M | 337.9K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 3.78% | $23M | 154.4K | Q2 2026 |
| Kelsey Financial, LLC$114M AUM | 3.55% | $4M | 31.7K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 3.44% | $5M | 31.6K | Q2 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 3.41% | $506M | 3.95M | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 3.31% | $7M | 51.3K | Q3 2025OLDER |
| Corundum Group, Inc.$299M AUM | 3.23% | $10M | 75.5K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 3.21% | $10M | 78.9K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 3.06% | $24M | 184.1K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 3.05% | $25M | 193.8K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 3.03% | $4M | 34.9K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 3.00% | $3M | 26.0K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 2.83% | $7M | 53.1K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 2.70% | $16M | 123.1K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 2.64% | $21M | 145.5K | Q2 2026 |
| Widmann Financial Services, Inc.$168M AUM | 2.62% | $4M | 34.4K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 2.43% | $6M | 43.8K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 2.31% | $7M | 52.2K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.28% | $270M | 2.10M | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 2.25% | $12M | 96.4K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 2.20% | $4M | 31.9K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 2.16% | $11M | 79.8K | Q3 2025OLDER |
| American Family Investments, Inc.$3.8B AUM | 2.09% | $80M | 620.5K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 2.08% | $6M | 39.6K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 2.04% | $11M | 83.4K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 2.04% | $4M | 32.8K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 2.00% | $4M | 35.1K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 1.97% | $6M | 43.5K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.96% | $6M | 43.1K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 1.95% | $8M | 55.6K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 1.85% | $163M | 1.27M | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 1.85% | $8M | 60.1K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 1.84% | $5M | 38.3K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 1.82% | $4M | 27.7K | Q3 2025OLDER |
| Saiph Capital, LLC$264M AUM | 1.80% | $5M | 37.1K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 1.76% | $6M | 47.5K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 1.75% | $33M | 261.4K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 1.74% | $3M | 17.2K | Q2 2026 |
| Monument Capital Management$399M AUM | 1.73% | $7M | 50.8K | Q4 2025OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 1.65% | $22M | 175.0K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 1.63% | $3M | 22.1K | Q2 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 1.58% | $5M | 37.1K | Q2 2026 |
| LOWERY THOMAS, LLC$175M AUM | 1.57% | $3M | 21.5K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 1.57% | $4M | 33.4K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 1.55% | $3M | 20.4K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 1.52% | $4M | 32.7K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 1.50% | $23M | 177.3K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 1.49% | $3M | 18.4K | Q2 2026 |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.35% | $1M | 11.6K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 1.35% | $3M | 21.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 1.35% | $6M | 43.1K | Q2 2026 |
| Dentgroup LLC$146M AUM | 1.34% | $2M | 14.2K | Q4 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.34% | $18M | 120.3K | Q2 2026 |
| Krilogy Financial LLC$3.1B AUM | 1.33% | $41M | 306.5K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 1.31% | $2M | 17.6K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 1.30% | $1M | 11.1K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 1.28% | $5M | 32.5K | Q2 2026 |
| Falcon Wealth Planning$1.5B AUM | 1.28% | $19M | 146.3K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.24% | $2M | 12.6K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 1.23% | $1M | 9.7K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 1.23% | $10M | 80.8K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.22% | $20M | 156.9K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 1.22% | $23M | 176.1K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 1.21% | $2M | 14.1K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 1.21% | $14M | 97.9K | Q2 2026 |
| Global Trust Wealth Management LLC$132M AUM | 1.19% | $2M | 12.3K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.19% | $2M | 11.8K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 1.19% | $3M | 23.0K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 1.18% | $3M | 22.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.17% | $211M | 1.65M | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 1.16% | $4M | 28.7K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.13% | $1M | 10.1K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 1.12% | $13M | 97.7K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 1.12% | $1M | 10.7K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 1.09% | $4M | 29.8K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 1.09% | $4M | 29.8K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 1.07% | $2M | 14.3K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 1.05% | $10M | 78.2K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 1.05% | $2M | 11.5K | Q2 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 1.05% | $3M | 19.9K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 1.04% | $2M | 14.8K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 1.01% | $2M | 19.2K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 1.00% | $207M | 1.62M | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 1.00% | $3M | 21.1K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 1.00% | $1M | 8.8K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.99% | $1M | 7.9K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.98% | $3M | 26.2K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.98% | $1M | 7.8K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.98% | $4M | 28.2K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.97% | $253M | 1.97M | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.96% | $6M | 47.8K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.96% | $43M | 336.3K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.96% | $1M | 3.4K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.94% | $43M | 337.5K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 0.93% | $2M | 18.8K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.93% | $5M | 32.9K | Q2 2026 |
| LifeWealth Investments, LLC$335M AUM | 0.93% | $3M | 24.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.92% | $9M | 67.3K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.91% | $1M | 10.7K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.90% | $5M | 37.2K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.88% | $2M | 16.5K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.88% | $12M | 92.4K | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 0.87% | $2M | 13.3K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.86% | $3M | 26.8K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.85% | $11M | 82.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.84% | $67M | 523.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.82% | $8M | 60.7K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.79% | $987,421 | 7.7K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.79% | $2M | 16.5K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.78% | $9M | 73.9K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.78% | $3M | 22.4K | Q3 2025OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.76% | $6M | 44.2K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.76% | $8M | 61.3K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.75% | $2M | 14.4K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.75% | $1M | 10.2K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.75% | $2M | 11.7K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 0.72% | $1M | 10.2K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.69% | $788,707 | 6.2K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.68% | $5M | 37.5K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.65% | $3M | 24.0K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.64% | $4M | 29.2K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.63% | $32M | 247.1K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.62% | $937,139 | 7.3K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.62% | $3M | 20.9K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.61% | $985,968 | 7.2K | Q4 2025OLDER |
| Broadleaf Partners, LLC$429M AUM | 0.59% | $3M | 19.8K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.59% | $856,627 | 6.7K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.58% | $36M | 278.5K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.57% | $7M | 53.2K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.56% | $2M | 15.3K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.55% | $652,900 | 5.1K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.55% | $2M | 13.1K | Q3 2025OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.54% | $13M | 100.9K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 0.53% | $1M | 9.0K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.52% | $882,106 | 6.9K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.52% | $8M | 58.6K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.52% | $4M | 26.2K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.52% | $9M | 65.1K | Q4 2025OLDER |
| Friday Financial$373M AUM | 0.51% | $2M | 13.5K | Q2 2026 |
| Vision Capital Management, Inc.$792M AUM | 0.49% | $4M | 30.6K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 0.49% | $744,890 | 5.8K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.49% | $2M | 16.0K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.49% | $575,003 | 4.5K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.48% | $1M | 8.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.48% | $2M | 15.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.47% | $1M | 10.7K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 0.47% | $1M | 9.6K | Q2 2026 |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.47% | $2M | 16.9K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.46% | $1M | 8.8K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.46% | $10M | 80.7K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.46% | $1M | 7.9K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.46% | $2M | 19.0K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.45% | $3M | 26.9K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.45% | $1M | 11.6K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.44% | $5M | 38.5K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.44% | $29M | 225.6K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.43% | $609,979 | 4.8K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.43% | $18M | 125.4K | Q3 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.43% | $2M | 13.5K | Q4 2025OLDER |
| Financial Alternatives, Inc$185M AUM | 0.42% | $786,657 | 6.1K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.42% | $800,750 | 6.3K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.42% | $52M | 403.2K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.42% | $3M | 27.1K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.41% | $1M | 8.8K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.41% | $6M | 44.5K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.41% | $10M | 75.7K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.40% | $15M | 114.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.40% | $289M | 2.25M | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.40% | $2M | 13.4K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.40% | $1M | 9.3K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.39% | $14M | 111.8K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 0.39% | $2M | 17.4K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.39% | $6M | 47.3K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.39% | $2M | 12.9K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 0.38% | $4M | 27.4K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.38% | $786,272 | 6.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.37% | $5M | 36.5K | Q2 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.36% | $4M | 28.9K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.36% | $768,720 | 6.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.36% | $15M | 116.9K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.36% | $763,796 | 6.0K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.36% | $560,525 | 4.4K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.35% | $3M | 23.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.35% | $750,328 | 5.5K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.35% | $2M | 13.4K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.34% | $4M | 25.3K | Q2 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.34% | $517,647 | 4.0K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.34% | $10M | 78.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.34% | $10M | 78.3K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.34% | $8M | 66.2K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 0.34% | $1M | 9.0K | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.33% | $13M | 91.9K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.33% | $671,511 | 5.2K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.33% | $12M | 93.5K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.33% | $1M | 9.2K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.32% | $9M | 66.5K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 0.32% | $418,801 | 3.2K | Q1 2026OLDER |
| William Allan Corp$169M AUM | 0.32% | $535,044 | 4.2K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.32% | $1M | 9.3K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.31% | $733,528 | 5.7K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.31% | $1M | 8.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.31% | $26M | 200.4K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.31% | $2M | 16.6K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.31% | $809,335 | 6.3K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.31% | $4M | 33.9K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.31% | $2M | 14.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.30% | $7M | 57.6K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.30% | $179M | 1.31M | Q4 2025OLDER |
| VIAWEALTH, LLC$180M AUM | 0.30% | $542,716 | 4.2K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.30% | $2M | 18.8K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.30% | $902,316 | 6.6K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.30% | $817,310 | 6.4K | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 0.30% | $335,674 | 2.6K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.30% | $2M | 17.2K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 0.29% | $917,384 | 7.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.29% | $4M | 29.9K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.29% | $1M | 10.3K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.28% | $1M | 7.2K | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.28% | $677,802 | 5.3K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.28% | $1M | 8.0K | Q4 2025OLDER |
| McAdam, LLC$2.2B AUM | 0.28% | $6M | 48.5K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.28% | $689,223 | 5.4K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.28% | $8M | 65.6K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.28% | $714,471 | 5.0K | Q3 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.28% | $315,090 | 2.5K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.27% | $9M | 64.0K | Q4 2025OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.27% | $322,615 | 2.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.27% | $6M | 44.2K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.27% | $9M | 67.1K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.27% | $769,762 | 6.0K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.26% | $666,224 | 5.2K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.26% | $1M | 10.0K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.26% | $2M | 12.0K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.26% | $1M | 8.1K | Q4 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.26% | $959,058 | 7.5K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.26% | $14M | 113.1K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.25% | $20M | 159.6K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.25% | $397,981 | 3.1K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.25% | $774,870 | 6.0K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 0.25% | $348,486 | 2.7K | Q2 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.25% | $329,781 | 2.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.25% | $33M | 253.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.25% | $20M | 157.3K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.25% | $589,736 | 4.6K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.25% | $33M | 256.6K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.25% | $643,630 | 5.0K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.25% | $13M | 101.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.25% | $203M | 1.58M | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.25% | $942,175 | 7.4K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.24% | $341,564 | 2.5K | Q4 2025OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.24% | $508,636 | 4.0K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.24% | $4M | 28.0K | Q3 2025OLDER |
| Wealth Management Nebraska$987M AUM | 0.24% | $2M | 18.3K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.24% | $546,304 | 4.3K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.24% | $1M | 11.3K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.24% | $2M | 12.9K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.24% | $4M | 32.9K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.23% | $2M | 15.2K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.23% | $534,389 | 4.2K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.23% | $5M | 36.9K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.23% | $27M | 209.7K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.23% | $355,921 | 2.4K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.23% | $2M | 14.4K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.23% | $642,778 | 5.0K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.23% | $280,198 | 2.2K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.22% | $1M | 14.3K | Q4 2025OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.22% | $242,523 | 1.9K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.22% | $19M | 136.0K | Q3 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.22% | $11M | 83.9K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.22% | $3M | 28.2K | Q1 2026OLDER |
| Aufman Associates Inc$204M AUM | 0.22% | $448,292 | 3.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.22% | $150M | 1.17M | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.22% | $545,279 | 4.3K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.22% | $359,850 | 2.8K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.22% | $637,593 | 4.7K | Q4 2025OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.22% | $916,058 | 7.2K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.21% | $1M | 8.1K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.21% | $488,394 | 3.8K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.21% | $5M | 36.1K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.21% | $318,917 | 2.5K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.21% | $333,112 | 2.6K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.21% | $1M | 8.1K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.21% | $6M | 46.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.21% | $856,083 | 6.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.21% | $10M | 79.1K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.20% | $671,166 | 5.2K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.20% | $1M | 9.3K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.20% | $287,629 | 2.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.20% | $3M | 25.1K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.20% | $2M | 16.7K | Q2 2026 |
| Baring Financial LLC$182M AUM | 0.20% | $366,521 | 2.5K | Q2 2026 |
| FF Advisors,LLC$247M AUM | 0.20% | $490,981 | 3.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.20% | $740M | 5.77M | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.20% | $4M | 27.5K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.19% | $447,452 | 3.1K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.19% | $483,153 | 3.3K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.19% | $5M | 40.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.19% | $753,673 | 5.9K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.19% | $282,804 | 2.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.19% | $288,142 | 2.2K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.19% | $2M | 14.9K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 0.19% | $368,340 | 2.9K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.19% | $12M | 89.8K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.19% | $971,751 | 7.1K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.18% | $840,212 | 6.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.18% | $46M | 337.5K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.18% | $10M | 75.5K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 0.18% | $1M | 8.3K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.18% | $14M | 104.6K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.18% | $1M | 10.4K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.18% | $642,137 | 5.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.18% | $312M | 2.43M | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.18% | $2M | 14.4K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.18% | $604,961 | 4.7K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.18% | $326,373 | 2.5K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.18% | $337,542 | 2.6K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.18% | $327,229 | 2.6K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.17% | $7M | 55.9K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.17% | $628,486 | 4.8K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.17% | $398,966 | 3.1K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.17% | $317,994 | 2.5K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.17% | $410,973 | 2.8K | Q2 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.17% | $5M | 37.3K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 0.17% | $253,858 | 2.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.17% | $356M | 2.85M | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.17% | $233,410 | 1.6K | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.17% | $961,541 | 7.5K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.17% | $226,388 | 1.8K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.17% | $487,962 | 3.8K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.17% | $401,649 | 3.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.17% | $2M | 11.9K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.17% | $2M | 13.4K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.17% | $22M | 173.7K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.17% | $5M | 39.4K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.17% | $666,224 | 5.2K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.17% | $3M | 22.4K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.16% | $5M | 42.4K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.16% | $336,956 | 2.6K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.16% | $746,597 | 5.5K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.16% | $502,487 | 3.9K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.16% | $312,115 | 2.4K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.16% | $340,217 | 2.4K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.16% | $2.7B | 19.40M | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.16% | $1M | 7.9K | Q1 2026OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 0.16% | $238,824 | 1.7K | Q4 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.16% | $325,169 | 2.5K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.16% | $203,076 | 1.4K | Q3 2025OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.16% | $202,430 | 1.6K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.15% | $5M | 39.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.15% | $6M | 43.0K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.15% | $427,408 | 3.3K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.15% | $340,550 | 2.3K | Q2 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.15% | $384,104 | 3.0K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.15% | $262,646 | 2.0K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.15% | $328,382 | 2.4K | Q4 2025OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.15% | $1M | 10.1K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.15% | $1M | 9.4K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 0.15% | $289,124 | 2.2K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.15% | $284,017 | 2.2K | Q1 2026OLDER |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 0.15% | $271,151 | 1.9K | Q2 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.15% | $204,223 | 1.6K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.15% | $656,998 | 5.1K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.14% | $778,209 | 5.7K | Q4 2025OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.14% | $2M | 15.2K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.14% | $762,824 | 5.2K | Q2 2026 |
| Yardley Wealth Management LLC$195M AUM | 0.14% | $281,864 | 2.2K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.14% | $1M | 9.4K | Q4 2025OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.14% | $978,837 | 7.6K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.14% | $2M | 15.7K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.14% | $200,026 | 1.5K | Q4 2025OLDER |
| Affiance Financial, LLC$695M AUM | 0.14% | $970,845 | 6.6K | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.14% | $18M | 138.4K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.14% | $23M | 154.3K | Q2 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.14% | $254,914 | 1.8K | Q3 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.14% | $2M | 12.3K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.14% | $535,567 | 3.7K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.14% | $11M | 83.7K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.13% | $388,227 | 3.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.13% | $822,915 | 6.4K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.13% | $39M | 305.5K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.13% | $9M | 72.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.13% | $5M | 40.0K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 0.13% | $216,000 | 1.7K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.13% | $227,335 | 1.7K | Q4 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.13% | $1M | 8.0K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 0.13% | $571,800 | 4.5K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.13% | $340,927 | 2.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.13% | $1M | 11.2K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.13% | $381,871 | 3.0K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.13% | $368,953 | 2.5K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.13% | $2M | 17.5K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.13% | $497,868 | 3.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.12% | $24M | 190.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.12% | $658M | 5.14M | Q2 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.12% | $778,201 | 6.1K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.12% | $271,724 | 2.1K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.12% | $253,997 | 2.0K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.12% | $606,984 | 4.7K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.12% | $2M | 13.5K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.12% | $221,620 | 1.6K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.12% | $2M | 16.5K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.12% | $511,608 | 3.7K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.12% | $25M | 192.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.12% | $4M | 33.4K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.12% | $787,876 | 6.2K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.12% | $331,907 | 2.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.12% | $2M | 11.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.12% | $65M | 511.0K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.12% | $432,661 | 3.4K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.12% | $678,901 | 5.0K | Q4 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.12% | $588,748 | 4.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.12% | $21M | 162.3K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.12% | $295,808 | 2.1K | Q1 2026OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.12% | $788,156 | 7.8K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.12% | $212,693 | 1.7K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.12% | $200,343 | 1.5K | Q4 2025OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.11% | $895,182 | 7.0K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.11% | $872,523 | 6.8K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.11% | $222,302 | 1.7K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.11% | $374,110 | 2.9K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.11% | $619,033 | 4.8K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.11% | $2M | 12.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.11% | $3M | 20.0K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.11% | $635,273 | 4.3K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.11% | $181M | 1.42M | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.11% | $1M | 10.8K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.11% | $452,294 | 3.2K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.11% | $2M | 17.4K | Q4 2025OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.11% | $1M | 8.0K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.11% | $82M | 637.9K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.11% | $3M | 23.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.11% | $81M | 632.1K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.11% | $204,074 | 1.4K | Q3 2025OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.11% | $683,568 | 4.8K | Q3 2025OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.11% | $113,220 | 1.0K | Q2 2026 |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.11% | $709,075 | 5.2K | Q4 2025OLDER |
| ANB BANK$247M AUM | 0.11% | $268,265 | 2.0K | Q4 2025OLDER |
| Athena Investment Management$193M AUM | 0.11% | $203,739 | 1.6K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.11% | $143,051 | 1.1K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.11% | $218,316 | 1.7K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.11% | $257,137 | 2.0K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.10% | $290,192 | 2.3K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 0.10% | $258,521 | 2.0K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.10% | $240,758 | 0 | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.10% | $207,349 | 1.5K | Q3 2025OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.10% | $1M | 6.9K | Q2 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.10% | $921,055 | 7.2K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.10% | $605,367 | 4.7K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.10% | $7M | 57.8K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.10% | $2M | 12.1K | Q4 2025OLDER |
| STEPH & CO$351M AUM | 0.10% | $360,402 | 2.8K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.10% | $687,439 | 5.0K | Q4 2025OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.10% | $2M | 12.2K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.10% | $1M | 7.5K | Q4 2025OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.10% | $306,463 | 2.4K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.10% | $266,105 | 2.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.10% | $86M | 674.6K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.10% | $754,125 | 5.5K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.10% | $616,001 | 4.8K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.10% | $803,697 | 6.3K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.10% | $850,612 | 6.0K | Q2 2026 |
| WealthTrust Axiom LLC$406M AUM | 0.10% | $402,567 | 3.1K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.10% | $962,096 | 7.5K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.10% | $231,549 | 1.6K | Q3 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.10% | $590,367 | 4.6K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.10% | $233,691 | 1.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.10% | $3M | 27.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.10% | $1M | 9.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.10% | $6M | 45.0K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.10% | $356,174 | 2.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.10% | $213,905 | 1.5K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $25M | 197.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.10% | $3M | 21.3K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.10% | $486,034 | 3.8K | Q1 2026OLDER |
| New England Professional Planning Group Inc.$239M AUM | 0.10% | $227,798 | 1.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.10% | $5M | 38.7K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.10% | $535,298 | 3.9K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.09% | $3M | 25.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.