ISHARES TR
CUSIP 464287606
Ishares Tr has 925 institutional holders in Filings Flow’s 13F database, together reporting 70.22M shares worth $6.9B as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and FMR LLC.
Institutional Holders
925
Q1 2026
Reported Value
$6.9B
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 |
|---|---|---|---|---|
| USA FINANCIAL FORMULAS$531M AUM | 19.76% | $105M | 1.04M | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 17.41% | $227M | 2.26M | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 6.86% | $38M | 381.9K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 6.37% | $9M | 92.7K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 5.53% | $19M | 185.5K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 5.36% | $21M | 206.1K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 4.64% | $27M | 230.5K | Q2 2026 |
| Ifrah Financial Services, Inc.$378M AUM | 3.74% | $14M | 140.7K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 3.56% | $9M | 72.5K | Q2 2026 |
| PW Nova Financial Services LLC$399M AUM | 3.01% | $12M | 119.1K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 2.97% | $4M | 44.6K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 2.80% | $4M | 36.4K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 2.72% | $47M | 464.3K | Q1 2026OLDER |
| InvesTrust$238M AUM | 2.55% | $6M | 60.4K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 2.53% | $7M | 65.2K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 2.48% | $10M | 82.6K | Q2 2026 |
| Causey Wealth LLC$205M AUM | 2.39% | $5M | 51.1K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 2.30% | $4M | 38.5K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 2.29% | $3M | 28.1K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 2.27% | $8M | 78.6K | Q4 2025OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 2.21% | $19M | 166.1K | Q2 2026 |
| DDFG, Inc$464M AUM | 2.17% | $10M | 100.0K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 2.14% | $41M | 412.3K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.90% | $15M | 151.6K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 1.71% | $2M | 18.6K | Q2 2026 |
| SPC Financial, Inc.$1.3B AUM | 1.69% | $22M | 225.3K | Q3 2025OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 1.69% | $4M | 38.5K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 1.67% | $2M | 24.5K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 1.65% | $50M | 496.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 1.59% | $18M | 174.6K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.59% | $3M | 34.2K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 1.58% | $4M | 43.1K | Q1 2026OLDER |
| ANB BANK$247M AUM | 1.56% | $4M | 38.4K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 1.51% | $3M | 28.4K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 1.50% | $8M | 78.9K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.46% | $4M | 38.0K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 1.44% | $26M | 256.4K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 1.42% | $6M | 59.5K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.40% | $3M | 25.8K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 1.37% | $4M | 36.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 1.35% | $2M | 15.6K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 1.34% | $5M | 44.0K | Q2 2026 |
| Blue Edge Capital, LLC$753M AUM | 1.31% | $10M | 98.2K | Q2 2026 |
| Neumann Capital Management, LLC$340M AUM | 1.30% | $4M | 43.8K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 1.27% | $4M | 38.9K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 1.21% | $1M | 14.2K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 1.16% | $8M | 79.4K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.09% | $2M | 23.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 1.08% | $2M | 20.2K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 1.03% | $8M | 70.6K | Q2 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 1.00% | $2M | 21.2K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.98% | $5M | 41.9K | Q2 2026 |
| Asset Management Group, Inc.$619M AUM | 0.93% | $6M | 57.4K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.92% | $2M | 19.8K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 0.91% | $2M | 20.1K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.90% | $4M | 43.4K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.88% | $37M | 368.1K | Q1 2026OLDER |
| Codex Capital Asset Management L.L.C.$259M AUM | 0.88% | $2M | 22.5K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.86% | $2M | 15.9K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.86% | $5M | 44.2K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.86% | $50M | 491.5K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.85% | $2M | 22.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.85% | $6M | 64.6K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 0.85% | $2M | 23.0K | Q3 2025OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 0.81% | $4M | 42.1K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.79% | $8M | 77.2K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.78% | $4M | 38.3K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.78% | $2M | 19.8K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.77% | $3M | 30.5K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.75% | $2M | 21.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.75% | $123M | 1.23M | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.74% | $49M | 482.6K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.74% | $7M | 73.3K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.73% | $2M | 20.6K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.73% | $1M | 10.4K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.72% | $4M | 36.9K | Q2 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.71% | $1M | 12.3K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.71% | $2M | 15.0K | Q2 2026 |
| Berman McAleer LLC$733M AUM | 0.71% | $5M | 51.4K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.68% | $2M | 23.3K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.68% | $856,302 | 8.2K | Q4 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.66% | $1M | 11.0K | Q4 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.66% | $19M | 192.5K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.65% | $3M | 28.2K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.60% | $3M | 33.9K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.58% | $2M | 21.1K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.58% | $14M | 140.0K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.58% | $1M | 12.0K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 0.57% | $3M | 27.5K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.56% | $2M | 15.8K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.54% | $5M | 50.0K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.54% | $2M | 15.9K | Q3 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.53% | $6M | 63.8K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.53% | $9M | 93.8K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.53% | $726,476 | 7.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.52% | $22M | 216.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.51% | $2M | 22.0K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.51% | $543,750 | 5.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.50% | $18M | 177.6K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 0.50% | $685,021 | 6.8K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.50% | $666,001 | 6.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.50% | $2M | 15.6K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.49% | $914,033 | 9.1K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.48% | $2M | 16.8K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.48% | $722,552 | 7.2K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.46% | $12M | 120.8K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 0.46% | $4M | 30.9K | Q2 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.46% | $2M | 17.0K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.45% | $21M | 212.2K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.45% | $16M | 158.5K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.45% | $559,447 | 5.6K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.44% | $506,036 | 5.0K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 0.43% | $723,826 | 6.5K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.42% | $829,310 | 8.2K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.42% | $2M | 18.4K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.41% | $468,487 | 4.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.41% | $73M | 722.8K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.41% | $8M | 83.8K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 0.40% | $3M | 31.1K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.40% | $861,307 | 8.6K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.40% | $6M | 52.3K | Q2 2026 |
| Balboa Wealth Partners$596M AUM | 0.40% | $2M | 23.5K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.40% | $555,361 | 5.5K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.39% | $2M | 22.0K | Q1 2026OLDER |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 0.39% | $486,800 | 4.8K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.39% | $3M | 34.6K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.39% | $3M | 26.4K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.38% | $620,026 | 6.2K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.38% | $557,374 | 5.8K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.38% | $20M | 194.3K | Q1 2026OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.37% | $732,906 | 7.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.37% | $536,003 | 5.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.37% | $6M | 58.0K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.37% | $435,081 | 4.3K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.37% | $521,858 | 4.8K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.36% | $1M | 10.5K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.36% | $503,100 | 5.0K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.35% | $512,902 | 5.3K | Q4 2025OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.35% | $878,513 | 8.7K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 0.35% | $897,969 | 8.9K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.35% | $359,956 | 3.5K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.34% | $796,399 | 7.9K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.34% | $806,570 | 8.0K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.34% | $693,473 | 6.9K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.33% | $7M | 67.3K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.32% | $5M | 48.5K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.32% | $633,906 | 6.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.31% | $3M | 29.4K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 0.31% | $1M | 12.5K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.31% | $493,139 | 4.9K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.30% | $570,564 | 5.7K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.30% | $47M | 462.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.30% | $7M | 66.8K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.30% | $1M | 9.4K | Q2 2026 |
| SOL Capital Management CO$206M AUM | 0.30% | $3,296 | 34.0K | Q4 2025OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.29% | $1M | 10.5K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.29% | $5M | 45.2K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.29% | $759,077 | 7.5K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.28% | $390,990 | 3.9K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.28% | $300,351 | 3.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.28% | $4M | 37.0K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.28% | $694,176 | 6.9K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.27% | $325,152 | 2.8K | Q2 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.27% | $574,402 | 5.9K | Q4 2025OLDER |
| BANK OF STOCKTON$323M AUM | 0.27% | $868,149 | 8.6K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.27% | $2M | 14.8K | Q2 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.26% | $543,952 | 5.4K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.26% | $398,869 | 4.0K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.26% | $5M | 50.0K | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 0.26% | $291,999 | 2.9K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.26% | $2M | 19.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.26% | $1M | 11.5K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.26% | $617,107 | 6.1K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.26% | $2M | 24.6K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.26% | $1M | 10.6K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.25% | $750,324 | 7.5K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.25% | $124M | 1.23M | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.25% | $3M | 30.0K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.25% | $11M | 113.0K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.25% | $451,381 | 4.5K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.25% | $1M | 14.0K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.24% | $1M | 10.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.24% | $10M | 102.0K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.24% | $541,336 | 5.4K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 0.24% | $704,340 | 7.0K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.23% | $9M | 87.6K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.23% | $374,508 | 3.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.22% | $3M | 33.7K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.21% | $863,622 | 8.6K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.21% | $1M | 10.1K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.21% | $56M | 558.7K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.20% | $544,455 | 5.4K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.20% | $252,958 | 2.6K | Q3 2025OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.19% | $218,609 | 2.2K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.19% | $330,034 | 3.3K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.19% | $224,181 | 2.2K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.19% | $17M | 165.1K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.19% | $353,377 | 3.5K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.19% | $3M | 31.7K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.19% | $244,989 | 2.4K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.19% | $564,784 | 5.6K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.18% | $2M | 18.5K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 0.18% | $824,004 | 8.1K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.18% | $237,014 | 2.4K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.18% | $1M | 10.4K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.18% | $8M | 78.8K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.18% | $695,284 | 6.9K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.18% | $692,664 | 6.9K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.18% | $3M | 26.5K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.17% | $2M | 15.1K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.17% | $368,772 | 3.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.17% | $174 | 1.8K | Q4 2025OLDER |
| Slow Capital, Inc.$770M AUM | 0.17% | $1M | 13.2K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.17% | $712,124 | 7.1K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.17% | $1M | 13.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.17% | $573,733 | 5.7K | Q1 2026OLDER |
| Park Capital Management, LLC / WI$170M AUM | 0.17% | $287,993 | 2.5K | Q2 2026 |
| United Community Bank$300M AUM | 0.17% | $507,729 | 5.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.17% | $3M | 24.9K | Q2 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.17% | $833,134 | 8.3K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.17% | $326,705 | 3.2K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.17% | $603,875 | 6.0K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.17% | $341,102 | 3.4K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.16% | $476,300 | 4.7K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.16% | $314,472 | 3.2K | Q4 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.16% | $8M | 77.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.16% | $399,956 | 3.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.16% | $31M | 306.3K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.16% | $377,426 | 3.8K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.16% | $1M | 10.3K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.16% | $257,587 | 2.6K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.16% | $321,984 | 3.2K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.15% | $2M | 16.6K | Q2 2026 |
| NCM Capital Management, LLC$279M AUM | 0.15% | $421,179 | 4.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.15% | $2M | 18.1K | Q2 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.15% | $5M | 49.9K | Q1 2026OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 0.15% | $274,358 | 2.7K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.15% | $706,761 | 7.0K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.15% | $274,894 | 2.7K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 0.15% | $301,424 | 3.0K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.14% | $225,389 | 2.2K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.14% | $207,323 | 2.1K | Q4 2025OLDER |
| Embree Financial Group$849M AUM | 0.14% | $1M | 12.1K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.14% | $366,123 | 3.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.14% | $2M | 18.5K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.14% | $2M | 18.9K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.14% | $528,022 | 4.6K | Q2 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.14% | $648,205 | 6.4K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.14% | $221,468 | 2.3K | Q4 2025OLDER |
| Insight Inv LLC$183M AUM | 0.14% | $252,456 | 2.5K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.14% | $306,793 | 2.6K | Q2 2026 |
| MKT Advisors LLC$322M AUM | 0.14% | $441,055 | 3.9K | Q2 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.14% | $637,931 | 6.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.13% | $1M | 9.5K | Q2 2026 |
| Marietta Wealth Management, LLC$841M AUM | 0.13% | $1M | 11.2K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.13% | $133,422 | 1.3K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.13% | $798,621 | 7.9K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.13% | $367,465 | 3.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.13% | $4M | 38.4K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.13% | $238,469 | 2.4K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.13% | $874,488 | 8.7K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.13% | $1M | 12.0K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.13% | $160,489 | 1.6K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.13% | $278,717 | 2.8K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.13% | $229,917 | 2.3K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.13% | $409,222 | 4.1K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.13% | $790,068 | 7.9K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.13% | $358,408 | 3.6K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.13% | $493,340 | 4.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.13% | $26M | 259.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.13% | $16M | 156.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.12% | $620,020 | 6.2K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.12% | $183,725 | 1.9K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.12% | $1M | 10.9K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.12% | $294,911 | 2.9K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.12% | $376,150 | 3.7K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.12% | $272,982 | 2.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.12% | $2M | 15.1K | Q1 2026OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.12% | $758,861 | 7.8K | Q4 2025OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.12% | $1M | 10.6K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.12% | $275,397 | 2.7K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.12% | $306,891 | 3.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.11% | $7M | 69.9K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.11% | $555,422 | 5.5K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.11% | $225,791 | 2.2K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.11% | $126,195 | 1.1K | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.11% | $195M | 1.93M | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.11% | $218,391 | 2.2K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 0.11% | $255,255 | 2.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.11% | $590M | 5.87M | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.11% | $15M | 145.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.11% | $972,190 | 9.7K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.11% | $215,327 | 2.1K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.11% | $601,607 | 6.0K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.11% | $230,903 | 2.4K | Q3 2025OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.11% | $225,389 | 2.2K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.10% | $433,268 | 4.3K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.10% | $768,706 | 7.6K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.10% | $218,545 | 2.2K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.10% | $403,817 | 3.4K | Q2 2026 |
| Plan A Wealth LLC$209M AUM | 0.10% | $210,396 | 2.1K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.10% | $105,095 | 1.2K | Q2 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.10% | $13M | 132.2K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.10% | $395,726 | 3.9K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.10% | $234,259 | 2.3K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.10% | $1M | 13.7K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.10% | $1M | 13.3K | Q1 2026OLDER |
| Aufman Associates Inc$204M AUM | 0.10% | $200,033 | 2.0K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.10% | $892,499 | 8.9K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.10% | $330,440 | 3.3K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.10% | $268,655 | 2.7K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.10% | $591,979 | 5.9K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.10% | $859,094 | 8.5K | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 0.10% | $411,133 | 4.1K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.10% | $1M | 11.2K | Q2 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.10% | $1M | 12.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.10% | $6M | 58.7K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.10% | $259,415 | 2.7K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.09% | $31M | 307.7K | Q1 2026OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 0.09% | $342,712 | 3.4K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.09% | $666,592 | 6.6K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.09% | $386,825 | 3.8K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.09% | $275,538 | 2.3K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.09% | $2M | 17.1K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.09% | $2M | 17.6K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.09% | $400,468 | 4.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.09% | $541,361 | 5.4K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.09% | $108,267 | 1.1K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.09% | $257,587 | 2.6K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.09% | $2M | 15.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.09% | $3M | 25.2K | Q2 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.09% | $1M | 14.5K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.09% | $1M | 10.1K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.09% | $417,975 | 4.2K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $318,276 | 3.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.09% | $5M | 45.4K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.09% | $368,269 | 3.7K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.09% | $438,354 | 4.4K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 0.08% | $236,960 | 2.4K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.08% | $940,411 | 9.3K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.08% | $398,569 | 4.0K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $946,064 | 9.4K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.08% | $203,353 | 2.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $60M | 591.4K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.08% | $217,541 | 2.2K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.08% | $296,829 | 3.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.08% | $3M | 31.3K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.08% | $629,646 | 6.3K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.08% | $248,547 | 2.6K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.08% | $3M | 29.0K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.08% | $222,974 | 2.2K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.08% | $249,538 | 2.5K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.08% | $437,999 | 4.4K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.08% | $409,642 | 4.3K | Q3 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.08% | $1M | 11.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $7M | 70.7K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.08% | $459,409 | 4.8K | Q3 2025OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.08% | $202,131 | 2.1K | Q4 2025OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.08% | $791,477 | 7.9K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.08% | $333,052 | 3.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.08% | $3M | 24.5K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.08% | $53M | 530.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $12M | 143.4K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.07% | $3M | 25.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.07% | $1M | 10.4K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.07% | $4M | 39.1K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.07% | $259,707 | 2.6K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.07% | $515,019 | 5.1K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.07% | $475,027 | 4.7K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.07% | $326,180 | 2.8K | Q2 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.07% | $846,617 | 8.4K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.07% | $7M | 71.8K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.07% | $543,750 | 5.4K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.07% | $208,933 | 2.1K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.07% | $557,133 | 5.5K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.07% | $237,061 | 2.4K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.07% | $1M | 10.6K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.07% | $362,281 | 3.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $112M | 1.11M | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.07% | $5M | 49.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $18M | 180.0K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.07% | $2M | 16.9K | Q4 2025OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.07% | $1M | 12.0K | Q3 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.07% | $371,087 | 3.7K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.07% | $5M | 53.5K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.07% | $1M | 10.4K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.07% | $726,879 | 7.2K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.07% | $470,298 | 4.7K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.07% | $2M | 21.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.07% | $37M | 372.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.07% | $4M | 38.0K | Q4 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 0.07% | $449,168 | 4.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $7M | 67.7K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.06% | $362,414 | 3.6K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.06% | $773,667 | 7.7K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.06% | $122,756 | 1.2K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.06% | $1M | 11.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.06% | $2M | 18.0K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.06% | $664,860 | 6.6K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.06% | $376,588 | 3.2K | Q2 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.06% | $271,674 | 2.7K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.06% | $629,580 | 6.3K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.06% | $2M | 22.8K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.06% | $4M | 44.0K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.06% | $344,649 | 3.4K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.06% | $310,016 | 3.2K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.06% | $5M | 52.2K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.06% | $157,260 | 1.6K | Q3 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.06% | $134,026 | 1.3K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.06% | $278,315 | 2.8K | Q2 2026 |
| Titan Wealth (CI) Ltd$232M AUM | 0.06% | $140,847 | 1.4K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.06% | $1M | 13.0K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.06% | $2M | 16.8K | Q2 2026 |
| FC Advisory LLC$378M AUM | 0.06% | $226,269 | 1.9K | Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.06% | $522,288 | 4.4K | Q2 2026 |
| Legend Capital Advisors LLC$160M AUM | 0.06% | $94,582 | 940 | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.06% | $219,192 | 2.2K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.06% | $367,364 | 3.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.06% | $15M | 151.3K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.06% | $11M | 105.3K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.06% | $383,560 | 4.0K | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.06% | $594,060 | 5.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $206,555 | 2.1K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $54M | 538.9K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 0.06% | $150,536 | 1.5K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.06% | $849,106 | 8.9K | Q3 2025OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.06% | $278,919 | 2.8K | Q1 2026OLDER |
| INDEPENDENT INVESTORS INC$504M AUM | 0.06% | $281,736 | 2.8K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 0.06% | $122,756 | 1.2K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.06% | $67,114 | 667 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.06% | $4M | 39.6K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.06% | $2M | 21.7K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.06% | $113,298 | 1.1K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.06% | $1M | 13.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 10.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.05% | $1M | 13.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 12.7K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.05% | $928,691 | 9.6K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.05% | $30M | 295.0K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.05% | $2M | 19.6K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.05% | $208,424 | 2.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $267,888 | 2.7K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.05% | $736,639 | 7.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $197M | 1.96M | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.05% | $326,821 | 3.2K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.05% | $513,862 | 5.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.05% | $39M | 387.3K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.05% | $328,021 | 3.3K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.05% | $956,393 | 9.5K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.05% | $281,535 | 2.8K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.05% | $1M | 13.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.05% | $46M | 453.2K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.05% | $476,738 | 4.7K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.05% | $134,428 | 1.3K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $357,936 | 3.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $558,442 | 5.5K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.05% | $292,942 | 2.9K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.05% | $318,764 | 3.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $28M | 280.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 21.4K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.05% | $83,213 | 827 | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $450,034 | 3.8K | Q2 2026 |
| Glassman Wealth Services$736M AUM | 0.05% | $365,854 | 3.6K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.05% | $279,181 | 2.4K | Q2 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.05% | $362,232 | 3.6K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.05% | $407,007 | 4.0K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.05% | $135,301 | 1.4K | Q3 2025OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 0.05% | $226,129 | 2.2K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.05% | $378,331 | 3.8K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.05% | $900,751 | 9.0K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.05% | $2M | 15.8K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.05% | $144,791 | 1.4K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.05% | $641,050 | 6.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 99.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 85.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.05% | $157,370 | 1.6K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.05% | $256,078 | 2.5K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.05% | $209,261 | 2.2K | Q4 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.05% | $492,848 | 4.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $149M | 1.48M | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.05% | $226,395 | 2.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.05% | $144,893 | 1.4K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.05% | $220,358 | 2.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $879,377 | 8.7K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.05% | $667,176 | 6.6K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.04% | $383,659 | 3.8K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.04% | $7M | 68.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.04% | $157,318 | 1.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 11.4K | Q2 2026 |
| KLCM Advisors, Inc.$1.2B AUM | 0.04% | $513,564 | 5.1K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.04% | $270,467 | 2.7K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $607,443 | 6.0K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $476,970 | 4.7K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 0.04% | $463,474 | 4.8K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.04% | $3M | 33.9K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.04% | $640,593 | 6.4K | Q2 2026 |
| Evergreen Private Wealth LLC$247M AUM | 0.04% | $103,637 | 1.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $699M | 7.22M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.04% | $1M | 13.5K | Q1 2026OLDER |
| HCR Wealth Advisors$1.1B AUM | 0.04% | $463,185 | 3.9K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.