ISHARES TR
CUSIP 464287515
Ishares Tr has 756 institutional holders in Filings Flow’s 13F database, together reporting 112.49M shares worth $8.8B as of Q1 2026. The largest reported holders are Varma Mutual Pension Insurance Co, Susquehanna International Group, LLP, and Goldman Sachs Group Inc.
Institutional Holders
756
Q1 2026
Reported Value
$8.8B
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 |
|---|---|---|---|---|
| Laura & John Arnold Foundation$430M AUM | 27.58% | $118M | 1.48M | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 16.42% | $18M | 230.8K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 9.60% | $1.6B | 20.36M | Q1 2026OLDER |
| 1248 Management, LLC$216M AUM | 8.98% | $19M | 242.0K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 8.41% | $22M | 274.3K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 6.17% | $21M | 182.3K | Q3 2025OLDER |
| Tepp RIA, LLC$128M AUM | 5.42% | $5M | 51.8K | Q4 2025OLDER |
| Longitude (Cayman) Ltd.$244M AUM | 4.93% | $12M | 150.5K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 4.71% | $10M | 127.9K | Q1 2026OLDER |
| Tribune Investment Group LP$261M AUM | 4.60% | $12M | 150.0K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 4.55% | $5M | 57.0K | Q1 2026OLDER |
| Altus Wealth Management, LLC$225M AUM | 4.09% | $9M | 89.8K | Q4 2025OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 3.48% | $7M | 57.7K | Q3 2025OLDER |
| DG Capital Management, LLC$326M AUM | 3.19% | $10M | 130.0K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 3.09% | $35M | 437.4K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 3.05% | $14M | 131.7K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 2.81% | $10M | 93.1K | Q4 2025OLDER |
| Black Swift Group, LLC$571M AUM | 2.69% | $16M | 151.0K | Q4 2025OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 2.69% | $4M | 47.6K | Q1 2026OLDER |
| PRING TURNER CAPITAL GROUP INC$166M AUM | 2.55% | $4M | 53.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 2.50% | $8M | 85.8K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 2.43% | $8M | 77.6K | Q4 2025OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 2.41% | $10M | 85.5K | Q3 2025OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 2.40% | $13M | 125.2K | Q4 2025OLDER |
| HERBST GROUP, LLC$183M AUM | 2.35% | $4M | 47.6K | Q2 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 2.35% | $2M | 12.4K | Q4 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 2.20% | $28M | 244.6K | Q3 2025OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 2.19% | $7M | 65.5K | Q4 2025OLDER |
| Joseph Group Capital Management$400M AUM | 2.19% | $9M | 109.5K | Q1 2026OLDER |
| Ebert Capital Management Inc.$107M AUM | 2.10% | $2M | 24.7K | Q2 2026 |
| Silver Coast Investments LLC$313M AUM | 2.04% | $6M | 79.9K | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 2.00% | $18M | 156.3K | Q3 2025OLDER |
| Maniro Ltd$330M AUM | 1.99% | $7M | 81.9K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 1.87% | $13M | 161.4K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 1.86% | $7M | 82.4K | Q1 2026OLDER |
| Paller Financial Services Inc$134M AUM | 1.81% | $2M | 21.4K | Q4 2025OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 1.79% | $12M | 151.5K | Q1 2026OLDER |
| Dash Acquisitions Inc.$480M AUM | 1.79% | $9M | 78.3K | Q3 2025OLDER |
| Tudor Financial Inc.$196M AUM | 1.66% | $3M | 30.8K | Q4 2025OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.65% | $4M | 48.6K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 1.63% | $11M | 139.1K | Q1 2026OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 1.54% | $3M | 32.5K | Q4 2025OLDER |
| Alexis Investment Partners, LLC$145M AUM | 1.53% | $2M | 28.6K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 1.52% | $4M | 37.4K | Q3 2025OLDER |
| Bawa N Mallick Trust$244M AUM | 1.51% | $4M | 46.0K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 1.48% | $2M | 27.8K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 1.46% | $3M | 29.9K | Q3 2025OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 1.41% | $2M | 30.5K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 1.39% | $5M | 51.2K | Q4 2025OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 1.39% | $2M | 30.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 1.38% | $91M | 1.13M | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 1.36% | $2M | 27.5K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 1.36% | $2M | 24.3K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 1.32% | $6M | 69.2K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 1.27% | $2M | 24.9K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 1.26% | $12M | 152.3K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 1.26% | $2M | 21.3K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 1.25% | $3M | 25.4K | Q4 2025OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 1.24% | $2M | 20.0K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 1.18% | $3M | 32.1K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 1.18% | $16M | 1.52M | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 1.17% | $2M | 20.2K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.14% | $12M | 118.2K | Q4 2025OLDER |
| Archon Capital Management LLC$177M AUM | 1.13% | $2M | 25.0K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.11% | $7M | 80.5K | Q2 2026 |
| Triumph Capital Management$491M AUM | 1.11% | $5M | 68.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 1.10% | $7M | 83.7K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 1.10% | $3M | 40.2K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 1.06% | $32M | 400.0K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 1.05% | $7M | 66.6K | Q4 2025OLDER |
| Cartenna Capital, LP$2.7B AUM | 1.02% | $28M | 350.0K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.99% | $4M | 34.3K | Q4 2025OLDER |
| Bricktown Capital, LLC$508M AUM | 0.99% | $5M | 63.0K | Q1 2026OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.99% | $3M | 37.4K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.98% | $104M | 1.30M | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.97% | $2M | 20.7K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.96% | $1M | 14.0K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 0.94% | $5M | 61.2K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.91% | $3M | 37.5K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.89% | $11M | 140.4K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.89% | $25M | 306.9K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.88% | $2M | 25.2K | Q1 2026OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.88% | $4M | 35.2K | Q3 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.88% | $10M | 130.7K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 0.87% | $8M | 69.1K | Q3 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.86% | $148M | 1.85M | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.86% | $5M | 49.1K | Q4 2025OLDER |
| Owl Creek Asset Management, L.P.$1.4B AUM | 0.86% | $12M | 148.5K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.83% | $5M | 44.3K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.83% | $176M | 2.19M | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.82% | $1M | 14.1K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.82% | $2M | 23.5K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.80% | $10M | 97.8K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.78% | $3M | 25.6K | Q4 2025OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.77% | $1M | 15.6K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.75% | $834,363 | 10.4K | Q1 2026OLDER |
| Empyrean Capital Partners, LP$3.1B AUM | 0.75% | $23M | 286.0K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.74% | $4M | 46.3K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.74% | $2M | 21.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.73% | $1M | 17.0K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 0.73% | $2M | 25.3K | Q1 2026OLDER |
| Bienville Capital Management, LLC$550M AUM | 0.72% | $5M | 42.7K | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.72% | $844,528 | 10.6K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 0.69% | $3M | 31.8K | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 0.68% | $795,937 | 9.9K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.67% | $2M | 17.0K | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.66% | $2M | 24.2K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.66% | $3M | 34.2K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.61% | $3M | 31.4K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.61% | $829,138 | 7.8K | Q4 2025OLDER |
| Elliott Investment Management L.P.$20.1B AUM | 0.61% | $137M | 1.30M | Q4 2025OLDER |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 0.60% | $29M | 275.0K | Q4 2025OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.60% | $4M | 54.7K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.59% | $14M | 178.6K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.58% | $2M | 26.4K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.58% | $8M | 66.7K | Q3 2025OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.56% | $3M | 30.9K | Q4 2025OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.55% | $1M | 13.8K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 0.55% | $5M | 63.2K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.54% | $2M | 30.8K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.54% | $11M | 136.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.54% | $5M | 62.7K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.53% | $1M | 14.1K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.53% | $3M | 40.0K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.52% | $1M | 9.1K | Q3 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.52% | $2M | 23.1K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.50% | $10M | 128.0K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.50% | $1M | 11.7K | Q4 2025OLDER |
| KWMG, LLC$1.4B AUM | 0.49% | $7M | 74.2K | Q2 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 0.48% | $1M | 13.8K | Q1 2026OLDER |
| INTERCAPITAL, LLC$299M AUM | 0.48% | $1M | 18.0K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.48% | $8M | 104.5K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.48% | $2M | 23.4K | Q4 2025OLDER |
| Joule Financial, LLC$343M AUM | 0.47% | $2M | 20.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.46% | $1M | 8.8K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.46% | $741,183 | 9.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.45% | $470,270 | 5.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.45% | $9M | 107.5K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.44% | $2M | 27.6K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.44% | $6M | 72.9K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 0.44% | $537,615 | 6.7K | Q1 2026OLDER |
| Bracebridge Capital, LLC$3.7B AUM | 0.43% | $16M | 2.0K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.42% | $11M | 134.8K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.42% | $2M | 18.7K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.42% | $526,195 | 5.8K | Q2 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.41% | $1M | 13.3K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.41% | $742,944 | 9.3K | Q1 2026OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.41% | $4M | 51.5K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.40% | $4M | 44.6K | Q2 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.40% | $2M | 23.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.40% | $933M | 11.66M | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.40% | $3M | 33.5K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.39% | $798,499 | 10.0K | Q1 2026OLDER |
| SCOGGIN MANAGEMENT LP$1.0B AUM | 0.39% | $4M | 50.0K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.39% | $426,929 | 5.4K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.38% | $387,882 | 3.7K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.37% | $58M | 551.0K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 0.37% | $400,250 | 5.0K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.36% | $441,784 | 4.2K | Q4 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.36% | $18M | 228.0K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.34% | $317,810 | 3.0K | Q4 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.34% | $1M | 13.1K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.34% | $1M | 16.2K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 0.34% | $791,024 | 15.1K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.34% | $16M | 200.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.34% | $592,710 | 5.6K | Q4 2025OLDER |
| WP Advisors, LLC$387M AUM | 0.33% | $1M | 16.1K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.33% | $4M | 54.8K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.33% | $6M | 75.2K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 0.32% | $359,745 | 4.5K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.32% | $773,122 | 7.3K | Q4 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.32% | $766,639 | 9.6K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 0.32% | $466,987 | 4.9K | Q2 2026 |
| IAM Advisory, LLC$446M AUM | 0.32% | $1M | 13.6K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.31% | $646M | 7.16M | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.31% | $19M | 240.9K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.31% | $3M | 29.5K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.31% | $35M | 443.0K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.31% | $5M | 61.7K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.30% | $8M | 100.0K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.29% | $7M | 82.3K | Q2 2026 |
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.29% | $1M | 12.5K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.28% | $872,305 | 10.9K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.28% | $12M | 155.6K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.28% | $1M | 14.3K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.27% | $4M | 50.3K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.27% | $346,769 | 3.3K | Q4 2025OLDER |
| Capital Square, LLC$217M AUM | 0.27% | $588,051 | 6.9K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.27% | $298,747 | 3.7K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.27% | $324,774 | 4.2K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.26% | $1M | 16.1K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.26% | $349,544 | 3.9K | Q2 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.26% | $9M | 112.2K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 0.25% | $520,575 | 3.0K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.25% | $1M | 16.5K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.25% | $675,462 | 8.4K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.25% | $2M | 20.1K | Q3 2025OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.25% | $4M | 39.3K | Q4 2025OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 0.25% | $2M | 22.5K | Q4 2025OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.25% | $458,286 | 5.7K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 0.25% | $229,347 | 2.2K | Q4 2025OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.24% | $990,513 | 12.4K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.24% | $3M | 34.9K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.24% | $558,029 | 4.9K | Q3 2025OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.24% | $1M | 16.7K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.24% | $2M | 14.4K | Q4 2025OLDER |
| Next Capital Management LLC$330M AUM | 0.23% | $769,337 | 9.6K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 0.23% | $554,786 | 6.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.23% | $9M | 112.8K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.23% | $324,843 | 4.1K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.23% | $528,450 | 5.0K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.23% | $122M | 1.52M | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.22% | $777,389 | 8.6K | Q2 2026 |
| J. R. Prunier Capital Management LLC$235M AUM | 0.22% | $526,730 | 6.6K | Q2 2026 |
| United Community Bank$300M AUM | 0.22% | $661,613 | 8.3K | Q1 2026OLDER |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 0.22% | $371,432 | 4.6K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.22% | $9M | 112.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.22% | $184M | 2.29M | Q1 2026OLDER |
| THOMIST CAPITAL MANAGEMENT, LP$371M AUM | 0.21% | $995,007 | 9.3K | Q4 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.21% | $7M | 86.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.21% | $17M | 152.1K | Q3 2025OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.21% | $2M | 16.0K | Q4 2025OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.21% | $413,858 | 5.2K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.20% | $8M | 96.2K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.20% | $330,767 | 4.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.20% | $11M | 133.5K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.20% | $216,936 | 2.7K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.20% | $341,493 | 4.3K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.20% | $706,361 | 8.8K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.20% | $3M | 35.0K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 0.20% | $381,064 | 4.2K | Q2 2026 |
| Cadia Private Client LLC$123M AUM | 0.19% | $240,250 | 3.0K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.19% | $451,825 | 4.3K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.19% | $5M | 61.6K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.19% | $86M | 1.07M | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.19% | $2M | 30.3K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.19% | $546,261 | 6.8K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.19% | $3M | 41.8K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.19% | $243,025 | 2.7K | Q2 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.19% | $390,644 | 4.9K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.18% | $1M | 16.6K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.18% | $751,190 | 9.4K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.18% | $312,737 | 3.0K | Q4 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.18% | $420,263 | 5.3K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.18% | $335,568 | 3.2K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.18% | $1M | 12.6K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.18% | $3M | 37.3K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.18% | $2M | 13.7K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.18% | $209,478 | 2.0K | Q4 2025OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.18% | $3M | 34.6K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.17% | $1M | 15.8K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.17% | $366,230 | 4.6K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.17% | $278,484 | 3.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.17% | $1.5B | 19.07M | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.17% | $295,809 | 3.3K | Q2 2026 |
| Northstar Advisory Group, LLC$269M AUM | 0.17% | $456,525 | 5.7K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.17% | $105M | 1.31M | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.17% | $167M | 2.09M | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.17% | $302,985 | 3.8K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.17% | $288,180 | 3.6K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.17% | $1M | 67.2K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.16% | $227,914 | 2.2K | Q4 2025OLDER |
| Bullseye Investment Management, LLC$164M AUM | 0.16% | $267,700 | 3.0K | Q4 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.16% | $913,533 | 11.4K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.16% | $3M | 36.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.16% | $1.4B | 17.01M | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.16% | $648,405 | 8.1K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.15% | $748,697 | 9.4K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.15% | $765,570 | 8.4K | Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.15% | $747,219 | 8.2K | Q2 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.15% | $5M | 56.8K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.15% | $8M | 96.5K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.15% | $266,888 | 3.3K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.15% | $629,673 | 7.9K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.15% | $201,009 | 2.5K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.15% | $660,332 | 8.2K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.14% | $3M | 33.3K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.14% | $416,260 | 5.2K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.14% | $407,462 | 5.1K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.14% | $20M | 249.0K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.14% | $4M | 56.0K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.14% | $383,119 | 4.8K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.14% | $209,266 | 2.0K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.14% | $59M | 742.6K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.14% | $208,628 | 2.6K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.14% | $274,331 | 3.4K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.13% | $213,010 | 1.9K | Q3 2025OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.13% | $341,907 | 3.2K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.13% | $2M | 13.9K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.13% | $18M | 223.6K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.13% | $983,095 | 12.3K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.13% | $274,815 | 1.7K | Q2 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.13% | $1M | 12.6K | Q4 2025OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.13% | $210,468 | 1.8K | Q3 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.13% | $2M | 24.5K | Q2 2026 |
| GFG Capital, LLC$313M AUM | 0.13% | $400,251 | 5.0K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.13% | $534,334 | 6.7K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.13% | $572,278 | 7.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.13% | $6M | 76.1K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $211,332 | 2.6K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.13% | $352,622 | 4.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.12% | $268,168 | 3.4K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.12% | $457,806 | 5.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.12% | $5M | 61.8K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.12% | $355,541 | 3.4K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.12% | $4M | 54.7K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.12% | $236,148 | 3.0K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.12% | $20M | 255.1K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.12% | $722,691 | 9.0K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.12% | $419,695 | 4.0K | Q4 2025OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.12% | $1M | 13.9K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.12% | $996,863 | 12.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.12% | $10M | 125.6K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.12% | $2M | 19.0K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.12% | $268,168 | 3.4K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.12% | $480,180 | 6.0K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.12% | $960,600 | 12.0K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.12% | $462,689 | 5.8K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.12% | $16M | 204.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.12% | $2M | 24.9K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.12% | $72M | 900.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.11% | $892M | 11.15M | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.11% | $407,204 | 5.1K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.11% | $483,025 | 4.2K | Q3 2025OLDER |
| Maven Securities LTD$5.2B AUM | 0.11% | $5M | 39.9K | Q3 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.11% | $3M | 37.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.11% | $3M | 40.0K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.11% | $384,851 | 4.2K | Q2 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.11% | $25M | 312.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.11% | $16M | 206.0K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.11% | $812,508 | 10.2K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.11% | $258,545 | 3.2K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.11% | $111,990 | 1.4K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.11% | $206,624 | 2.0K | Q4 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.11% | $645,603 | 8.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.11% | $149,428 | 1.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.11% | $681M | 8.51M | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.11% | $30M | 281.9K | Q4 2025OLDER |
| Dupree Financial Group, LLC$248M AUM | 0.11% | $269,373 | 3.4K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.11% | $220,986 | 2.6K | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.11% | $651,142 | 7.8K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.11% | $2M | 22.8K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.11% | $9M | 108.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.11% | $29M | 365.2K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.10% | $966,084 | 8.4K | Q3 2025OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.10% | $218,673 | 2.1K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.10% | $691M | 8.64M | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.10% | $1M | 12.5K | Q4 2025OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.10% | $1M | 9.6K | Q4 2025OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.10% | $242,151 | 3.0K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.10% | $2M | 16.7K | Q4 2025OLDER |
| MBA Advisors LLC$260M AUM | 0.10% | $231,630 | 2.0K | Q3 2025OLDER |
| COFG Advisors, LLC$404M AUM | 0.10% | $391,204 | 4.9K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.10% | $37M | 463.0K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.10% | $224,486 | 0 | Q4 2025OLDER |
| Clare Market Investments LLC$478M AUM | 0.10% | $454,284 | 5.7K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.09% | $468,933 | 5.9K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.09% | $208,130 | 2.6K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.09% | $232,518 | 2.2K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.09% | $1M | 15.9K | Q2 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.09% | $1M | 9.6K | Q4 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.09% | $729,050 | 6.9K | Q4 2025OLDER |
| Berkshire Money Management, Inc.$976M AUM | 0.09% | $898,962 | 11.2K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.09% | $662,814 | 8.3K | Q2 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.09% | $677,063 | 8.5K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.09% | $63M | 500.0K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.09% | $427,640 | 5.3K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.09% | $206,835 | 2.0K | Q4 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.09% | $521,290 | 6.5K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.09% | $2M | 14.5K | Q4 2025OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.09% | $610,381 | 7.6K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.09% | $52M | 652.2K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.09% | $261,603 | 3.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.09% | $1M | 11.7K | Q3 2025OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.09% | $541,417 | 6.8K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.09% | $814,108 | 10.2K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.09% | $556,107 | 6.9K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.09% | $3M | 8.0K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.09% | $2M | 19.7K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.08% | $886,715 | 11.1K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.08% | $1M | 12.9K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.08% | $2M | 27.7K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.08% | $352,141 | 4.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $554,027 | 5.2K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.08% | $13M | 165.3K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.08% | $812,427 | 10.1K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.08% | $1M | 12.5K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.08% | $460,874 | 5.8K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 0.08% | $261,328 | 3.3K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.08% | $5M | 58.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.08% | $17M | 211.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $28M | 353.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.08% | $7M | 82.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.08% | $3M | 28.6K | Q2 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.08% | $112,322 | 1.4K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.08% | $171,067 | 2.1K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.08% | $1M | 12.2K | Q4 2025OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 0.08% | $675,702 | 8.4K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.08% | $44M | 548.2K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.08% | $236,548 | 3.0K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.08% | $2M | 25.0K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.07% | $1M | 15.2K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.07% | $686,601 | 8.6K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.07% | $402,533 | 3.5K | Q3 2025OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.07% | $355,982 | 4.4K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.07% | $86,216 | 1.1K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.07% | $286,659 | 3.6K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.07% | $681,065 | 8.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.07% | $4M | 42.1K | Q2 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.07% | $4M | 43.9K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.07% | $9M | 117.1K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.07% | $968,285 | 12.1K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.07% | $705,390 | 6.1K | Q3 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.07% | $219,094 | 1.9K | Q3 2025OLDER |
| Global Endowment Management, LP$896M AUM | 0.07% | $600,000 | 7.5K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.07% | $172,908 | 2.2K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.07% | $131,042 | 1.6K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.07% | $226,542 | 2.8K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.06% | $1M | 12.6K | Q2 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.06% | $264,260 | 2.3K | Q3 2025OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.06% | $311,483 | 2.9K | Q4 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.06% | $308,615 | 2.9K | Q4 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.06% | $265,757 | 3.3K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.06% | $402,535 | 3.5K | Q3 2025OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.06% | $358,504 | 4.0K | Q2 2026 |
| Round Rock Advisors LLC$654M AUM | 0.06% | $393,045 | 4.9K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.06% | $357,663 | 4.5K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.06% | $318,233 | 3.0K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.06% | $85,654 | 1.1K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.06% | $3M | 34.5K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.06% | $2M | 19.2K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.06% | $220,395 | 1.9K | Q3 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.06% | $211,380 | 2.0K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.06% | $4M | 55.5K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.06% | $393,695 | 3.7K | Q4 2025OLDER |
| Shay Capital LLC$1.2B AUM | 0.06% | $676,423 | 8.4K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.06% | $443,034 | 4.9K | Q2 2026 |
| LPWM LLC$396M AUM | 0.06% | $221,421 | 2.1K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.06% | $1M | 12.9K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.06% | $8M | 65.3K | Q3 2025OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.05% | $240,150 | 3.0K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 0.05% | $251,416 | 2.8K | Q2 2026 |
| Ironwood Financial, llc$573M AUM | 0.05% | $310,594 | 3.9K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 0.05% | $240,150 | 3.0K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.05% | $222,699 | 2.8K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.05% | $16M | 140.2K | Q3 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.05% | $379,036 | 4.7K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.05% | $206,446 | 1.8K | Q3 2025OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.05% | $126,479 | 1.6K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $384,640 | 4.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 42.9K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.05% | $94,593 | 895 | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.05% | $2M | 15.0K | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.05% | $279,143 | 3.5K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.05% | $88,856 | 1.1K | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 0.05% | $369,431 | 4.6K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.05% | $603,497 | 7.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.05% | $4M | 51.4K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.05% | $294,984 | 3.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $192M | 2.40M | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.05% | $231,355 | 2.2K | Q4 2025OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.05% | $277,225 | 2.6K | Q4 2025OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.05% | $412,258 | 5.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 29.4K | Q2 2026 |
| Sequent Planning LLC$414M AUM | 0.05% | $208,050 | 2.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.05% | $2M | 27.4K | Q2 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.05% | $337,324 | 2.9K | Q3 2025OLDER |
| Ninety One UK Ltd$44.7B AUM | 0.05% | $22M | 239.3K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.05% | $1M | 13.0K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.05% | $560,350 | 7.0K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.05% | $12M | 144.5K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.05% | $974,779 | 9.2K | Q4 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $260,563 | 3.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $682,911 | 8.6K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $335,801 | 4.2K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.05% | $230,365 | 2.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $44M | 548.4K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.05% | $207,487 | 2.6K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.05% | $256,240 | 3.2K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.04% | $984,615 | 12.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 40.6K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.04% | $229,057 | 3.0K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.04% | $77,969 | 974 | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.04% | $3M | 27.9K | Q3 2025OLDER |
| Financial Advisors, LLC$564M AUM | 0.04% | $244,396 | 2.1K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $310,729 | 2.9K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $1M | 12.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.04% | $5M | 58.1K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.04% | $877,108 | 11.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $223M | 2.78M | Q2 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.04% | $380,798 | 4.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $3M | 32.1K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.04% | $231,184 | 2.9K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.04% | $42 | 400 | Q4 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.04% | $750,738 | 9.4K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $537,536 | 6.7K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.04% | $545,371 | 6.8K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.04% | $555,067 | 6.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $808,749 | 10.1K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.04% | $320,201 | 4.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.