ISHARES TR
CUSIP 464287796
Ishares Tr has 333 institutional holders in Filings Flow’s 13F database, together reporting 15.84M shares worth $978M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Pgim Custom Harvest LLC, and Morgan Stanley.
Institutional Holders
333
Q1 2026
Reported Value
$978M
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 |
|---|---|---|---|---|
| Summit Financial Consulting LLC$140M AUM | 5.29% | $7M | 153.2K | Q4 2025OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 4.92% | $9M | 133.9K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 2.97% | $3M | 48.1K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.85% | $4M | 65.2K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 1.68% | $3M | 46.3K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 1.60% | $4M | 64.7K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 1.48% | $95M | 1.46M | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 1.20% | $2M | 27.5K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.19% | $1M | 21.9K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 1.15% | $2M | 37.9K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 1.13% | $6M | 100.0K | Q2 2026 |
| Gerald Baker Financial Group LLC$316M AUM | 1.12% | $4M | 54.4K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 1.03% | $2M | 34.1K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.99% | $1M | 30.5K | Q4 2025OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.91% | $1M | 20.0K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.84% | $2M | 35.6K | Q2 2026 |
| Ballew Advisors, Inc$194M AUM | 0.75% | $1M | 25.7K | Q2 2026 |
| Northwest Wealth Advisors, LLC$140M AUM | 0.55% | $776,997 | 12.0K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.52% | $594,912 | 9.2K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.41% | $2M | 27.5K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.40% | $1M | 17.4K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.40% | $1M | 20.1K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.40% | $1M | 21.6K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.38% | $3M | 46.1K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.36% | $444,636 | 6.9K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.34% | $3M | 39.4K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.33% | $1M | 16.5K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.32% | $531,238 | 8.2K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.31% | $449,595 | 6.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.30% | $3M | 51.1K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.27% | $442,366 | 6.8K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.26% | $513,545 | 7.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.24% | $20M | 311.0K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.24% | $369,189 | 5.7K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 0.24% | $703,208 | 10.9K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.22% | $1M | 9.7K | Q4 2025OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.19% | $367,246 | 5.7K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.19% | $431,174 | 6.7K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.18% | $240,321 | 3.7K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.18% | $2M | 24.9K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.18% | $541,477 | 8.4K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.17% | $663,554 | 10.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.17% | $6M | 104.3K | Q2 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.17% | $2M | 37.5K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.17% | $976,213 | 15.1K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.16% | $915,808 | 19.3K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.16% | $450,152 | 7.0K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.15% | $584,436 | 9.0K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.15% | $7M | 107.4K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.15% | $2M | 26.4K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.14% | $1M | 17.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.14% | $160,759 | 2.5K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.14% | $239,978 | 3.7K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.14% | $640,865 | 10.6K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.13% | $272,175 | 4.2K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.12% | $279,762 | 4.3K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.11% | $628,697 | 9.7K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.11% | $356,235 | 5.5K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.11% | $321,777 | 5.0K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.10% | $226,528 | 3.5K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.10% | $256,774 | 4.0K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.10% | $13M | 195.3K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.10% | $261,415 | 5.5K | Q4 2025OLDER |
| AGP FRANKLIN, LLC$200M AUM | 0.10% | $203,637 | 3.1K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 0.09% | $250,466 | 3.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.09% | $3M | 56.6K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.09% | $442,165 | 6.8K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.09% | $3M | 41.6K | Q1 2026OLDER |
| Politan Capital Management LP$985M AUM | 0.08% | $931,344 | 19.6K | Q3 2025OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.08% | $335,379 | 5.2K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.08% | $790,000 | 12.2K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.08% | $685,031 | 10.6K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.08% | $288,998 | 4.5K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.08% | $581,246 | 9.0K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.08% | $289,797 | 4.5K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.08% | $4M | 59.6K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.08% | $770,077 | 13.6K | Q2 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.07% | $144,428 | 2.2K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.07% | $446,364 | 15.8K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.07% | $973,042 | 20.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.07% | $1M | 23.1K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.07% | $312,469 | 5.3K | Q2 2026 |
| Chemistry Wealth Management LLC$625M AUM | 0.06% | $394,772 | 7.0K | Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.06% | $122,415 | 1.9K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.06% | $822,838 | 12.7K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.06% | $274,819 | 4.2K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.06% | $498,146 | 7.7K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.06% | $498,707 | 8.4K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.05% | $370,161 | 5.7K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.05% | $531,551 | 8.2K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.05% | $66,389 | 1.0K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.05% | $1M | 22.6K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $859,309 | 14.1K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.05% | $74,226 | 1.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $827,088 | 12.8K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.05% | $209,335 | 3.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $16M | 247.0K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.04% | $415,500 | 6.4K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.04% | $318,833 | 4.9K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.04% | $234,283 | 4.1K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.04% | $123,258 | 1.9K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.04% | $571,595 | 8.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.04% | $222,136 | 4.7K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.04% | $1M | 16.7K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.04% | $241,333 | 3.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.04% | $7M | 110.7K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.04% | $566,156 | 8.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.04% | $197,549 | 3.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $761,474 | 11.8K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.04% | $5M | 71.7K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.04% | $250,142 | 3.9K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $409,089 | 7.2K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 22.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $2M | 23.9K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $452,494 | 8.0K | Q2 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.03% | $2M | 29.3K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.03% | $58,224 | 1.2K | Q4 2025OLDER |
| Well Done, LLC$681M AUM | 0.03% | $213,094 | 3.3K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $2M | 24.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $379,194 | 5.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $115,182 | 1.8K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.03% | $62,762 | 969 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $3M | 58.7K | Q3 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $268,666 | 4.1K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $982,707 | 17.4K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.03% | $52M | 802.7K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.02% | $648,000 | 10.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 44.5K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $980,116 | 20.6K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $539,923 | 8.3K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.02% | $397,233 | 8.3K | Q3 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $290,917 | 6.1K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $355,544 | 5.5K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 45.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 19.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $11M | 172.8K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $72,242 | 1.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $575,304 | 8.9K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $650,744 | 10.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.02% | $130,123 | 2.0K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.02% | $2M | 23.6K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $97,523 | 1.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 17.6K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.02% | $73,838 | 1.1K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.02% | $44,799 | 692 | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $234,467 | 3.6K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $723,827 | 55.1K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $447,972 | 6.9K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.02% | $621,299 | 9.6K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $272,292 | 4.2K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 72.4K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 68.2K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $288,051 | 4.4K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $645,697 | 10.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $981,595 | 15.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $780,016 | 12.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $73,125 | 1.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $318,993 | 4.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $260,239 | 4.0K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $27,981 | 432 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $129,423 | 2.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $34,652 | 535 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 21.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $209,725 | 3.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $385,929 | 6.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 38.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $23,105 | 357 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $503,261 | 7.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $63M | 970.8K | Q2 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $382,782 | 5.8K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $17,723 | 274 | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $244,104 | 3.8K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.01% | $28,327 | 596 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 119.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $100,588 | 1.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $395,081 | 6.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $12,695 | 196 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $41M | 626.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $479,629 | 8.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 139.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $283,924 | 4.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $149,592 | 2.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $10M | 158.8K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.01% | $14,335 | 291 | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.01% | $27,527 | 425 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $888,385 | 13.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $6M | 100.2K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.01% | $35,265 | 742 | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $462,976 | 7.1K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $29,147 | 450 | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $248,204 | 4.4K | Q2 2026 |
| Curi Capital, LLC$5.6B AUM | 0.01% | $527,617 | 8.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 102.7K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $381,366 | 5.9K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $8M | 118.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 22.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $816,928 | 13.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 15.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $319,856 | 4.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 73.7K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 20.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $99M | 1.53M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 102.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $475,403 | 7.3K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $95,277 | 1.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $271,386 | 4.2K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $323,850 | 5.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $236,670 | 3.7K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $373,205 | 5.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 21.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $535,993 | 8.3K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.01% | $19,042 | 294 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 49.8K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.01% | $54,990 | 849 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $547,294 | 8.4K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $82,627 | 1.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $40M | 612.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $757,451 | 11.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 17.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $309,471 | 4.8K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $32,385 | 500 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $47M | 722.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $325,488 | 5.0K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $13,202 | 204 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $82,258 | 1.3K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.01% | $11,335 | 175 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $86M | 1.81M | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.01% | $19,155 | 403 | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $459,867 | 7.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $8M | 125.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $422,629 | 6.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $859,887 | 13.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $20M | 304.1K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $9,258 | 143 | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $13,448 | 283 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25M | 387.5K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.00% | $4,663 | 72 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $530,365 | 8.2K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.00% | $757,809 | 11.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 37.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 35.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 56.6K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.00% | $360,575 | 5.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $103,229 | 1.6K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $9,504 | 200 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $270,747 | 4.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $328,255 | 5.1K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $54,342 | 839 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $4,470 | 69 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 110.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 175.1K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $5,838 | 90 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $290,506 | 4.5K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $720,118 | 15.2K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $531,559 | 11.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $536,674 | 8.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $291,593 | 4.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $242,337 | 3.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $241,343 | 3.7K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $25,343 | 418 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $251,846 | 3.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $59,848 | 1.3K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 16.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 31.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $693,169 | 10.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $31,090 | 480 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $240,389 | 3.7K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $28,578 | 505 | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $19,104 | 295 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 42.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $143,180 | 3.0K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 26.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $32,385 | 500 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $240,974 | 5.1K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $18,978 | 293 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $102,013 | 1.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $148,197 | 2.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $6,866 | 106 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $70,207 | 1.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $273,459 | 4.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $29,600 | 457 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $341,211 | 5.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 39.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2 | 38 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $446,929 | 6.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $106,741 | 1.6K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 16.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 106.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $88,476 | 1.4K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $6,653 | 140 | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $335,625 | 5.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $999,695 | 15.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 29.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $78,129 | 1.6K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $245,374 | 3.8K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $4,793 | 74 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $19,431 | 300 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $21,648 | 334 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $6,283 | 97 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $30,654 | 468 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $252,236 | 5.3K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $71,247 | 1.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $14,734 | 310 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $222,032 | 3.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $18,676 | 299 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 32.9K | Q3 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $3,898 | 82 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $42,749 | 660 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $5,829 | 90 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $202,288 | 4.3K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $4,955 | 94 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12M | 179.4K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $565,701 | 8.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $8,550 | 132 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $387,131 | 6.0K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $1,295 | 20 | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $10,558 | 163 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $230,189 | 3.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $7,245 | 128 | Q2 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $3,802 | 80 | Q3 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $7,128 | 150 | Q3 2025OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.00% | $4,753 | 100 | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $7,740 | 119 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $55,780 | 861 | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $823 | 15 | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $89,966 | 1.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $11,827 | 209 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 59.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $385,317 | 5.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $14,250 | 220 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $86,668 | 1.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $313,037 | 4.8K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $7,449 | 115 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $3,109 | 48 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $516,801 | 8.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $9,716 | 150 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $842 | 13 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $64,770 | 1.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $612,853 | 9.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $6,228 | 96 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $371,498 | 5.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $12,604 | 200 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $12,644 | 200 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $21,958 | 339 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,295 | 20 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $94,046 | 1.5K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $309,229 | 4.8K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $31,158 | 501 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $389,721 | 6.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $259,080 | 4.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $24,119 | 507 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 34.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $17,099 | 264 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $82,257 | 1.7K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $525,987 | 8.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $476 | 10 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $76,558 | 1.2K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,598 | 210 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $13,308 | 280 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $6,671 | 103 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $324 | 5 | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.