ISHARES TR
CUSIP 464287861
Ishares Tr has 286 institutional holders in Filings Flow’s 13F database, together reporting 11.83M shares worth $765M as of Q1 2026. The largest reported holders are Morgan Stanley, Jpmorgan Chase & Co, and Ubs Group AG.
Institutional Holders
286
Q1 2026
Reported Value
$765M
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 |
|---|---|---|---|---|
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 3.12% | $9M | 132.3K | Q1 2026OLDER |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 2.96% | $6M | 83.0K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 1.89% | $5M | 74.6K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 1.71% | $3M | 48.9K | Q4 2025OLDER |
| Asempa Wealth Advisors$115M AUM | 1.25% | $1M | 20.7K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 1.18% | $3M | 49.5K | Q1 2026OLDER |
| swisspartners Advisors Ltd$159M AUM | 1.08% | $2M | 25.6K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 1.06% | $6M | 93.6K | Q4 2025OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.97% | $2M | 22.7K | Q2 2026 |
| Barry Investment Advisors, LLC$478M AUM | 0.91% | $4M | 59.4K | Q2 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.90% | $7M | 106.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.89% | $18M | 258.1K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.87% | $969,990 | 14.1K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.79% | $14M | 198.9K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.76% | $6M | 89.8K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.74% | $2M | 30.4K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.66% | $693,056 | 10.2K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.51% | $32M | 469.2K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.50% | $679,400 | 10.0K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.46% | $679,264 | 10.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.46% | $4M | 59.2K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.45% | $477,031 | 7.0K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.43% | $476,259 | 7.0K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.42% | $610,548 | 8.9K | Q4 2025OLDER |
| TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM | 0.40% | $6M | 83.6K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 0.40% | $476,506 | 7.0K | Q1 2026OLDER |
| Westhampton Capital, LLC$214M AUM | 0.39% | $841,641 | 12.4K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.39% | $622,806 | 9.2K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.38% | $2M | 26.9K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.37% | $927,745 | 12.7K | Q2 2026 |
| Keebeck Wealth Management$889M AUM | 0.37% | $3M | 48.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.36% | $1M | 16.2K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.35% | $865,377 | 12.7K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.33% | $595,494 | 8.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.32% | $3M | 44.9K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.32% | $1M | 15.9K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.32% | $797,955 | 11.7K | Q1 2026OLDER |
| Hedges Asset Management LLC$142M AUM | 0.31% | $445,900 | 6.5K | Q4 2025OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.28% | $1M | 20.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.27% | $312,921 | 4.6K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.25% | $3M | 47.3K | Q4 2025OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.24% | $8M | 112.6K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.24% | $2M | 24.5K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.23% | $749,368 | 11.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.21% | $632,602 | 9.7K | Q3 2025OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 0.21% | $264,966 | 3.9K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.21% | $2M | 29.0K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.19% | $921,039 | 13.4K | Q4 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.18% | $1M | 20.2K | Q2 2026 |
| LCNB CORP$297M AUM | 0.18% | $546,917 | 8.1K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.18% | $271,760 | 4.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.17% | $471,006 | 6.9K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.16% | $246,486 | 3.6K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 0.16% | $234,045 | 3.4K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.16% | $525,516 | 7.7K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.16% | $311,845 | 4.6K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.15% | $891,441 | 13.1K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.15% | $585,533 | 8.6K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.14% | $351,983 | 5.2K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.14% | $553,004 | 7.6K | Q2 2026 |
| TFB Advisors LLC$191M AUM | 0.14% | $494,606 | 7.2K | Q4 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.13% | $332,634 | 4.9K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.13% | $3M | 40.3K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.12% | $903,782 | 13.3K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.12% | $215,030 | 3.2K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.11% | $139,604 | 2.1K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.11% | $200,998 | 2.9K | Q4 2025OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.11% | $780,034 | 11.0K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.10% | $425,440 | 6.3K | Q1 2026OLDER |
| Integris Wealth Management, LLC$495M AUM | 0.10% | $479,933 | 6.6K | Q2 2026 |
| North Capital, Inc.$118M AUM | 0.10% | $123,692 | 1.9K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.09% | $389,696 | 5.7K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.09% | $1M | 14.5K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.09% | $912,366 | 13.4K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.09% | $202,268 | 3.1K | Q3 2025OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.08% | $431,556 | 6.0K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.08% | $442,645 | 6.8K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.08% | $1M | 19.3K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 0.07% | $237,272 | 3.3K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.07% | $3M | 40.7K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.07% | $523,761 | 7.2K | Q2 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.07% | $227,599 | 3.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.07% | $2M | 28.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.07% | $7M | 100.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.07% | $3M | 40.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $8M | 115.4K | Q1 2026OLDER |
| Templeton & Phillips Capital Management, LLC$123M AUM | 0.06% | $76,365 | 1.1K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.06% | $449,993 | 6.6K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.06% | $128,457 | 1.9K | Q4 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.06% | $600,182 | 8.8K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.06% | $207,217 | 3.0K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.06% | $936,520 | 13.0K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.05% | $412,736 | 6.1K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.05% | $653,569 | 9.0K | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.05% | $726,561 | 10.7K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.04% | $155,243 | 2.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $799,586 | 11.8K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.04% | $252,297 | 3.7K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.04% | $349,533 | 5.3K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 116.7K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.04% | $638,636 | 9.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.04% | $73,987 | 1.1K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.04% | $113,188 | 1.7K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.04% | $366,876 | 5.4K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.04% | $1M | 15.3K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.04% | $271,655 | 4.0K | Q4 2025OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.04% | $261,841 | 3.9K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.04% | $403,113 | 5.9K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 26.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.04% | $622,530 | 10.1K | Q4 2025OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.04% | $305,730 | 4.5K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.03% | $380,464 | 5.6K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.03% | $271,453 | 2.9K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.03% | $139,790 | 1.4K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $586,322 | 8.6K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.03% | $731,850 | 10.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $640,429 | 9.3K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.03% | $313,951 | 4.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.03% | $661,192 | 9.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $259,531 | 3.8K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.03% | $290,178 | 4.2K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $4M | 52.8K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $875,112 | 12.9K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.03% | $822,074 | 12.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 24.7K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.03% | $1M | 20.7K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.02% | $212,458 | 2.9K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 0.02% | $673,286 | 9.9K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.02% | $225,644 | 3.4K | Q3 2025OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.02% | $115,906 | 1.7K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 0.02% | $354,852 | 5.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 19.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 58.6K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.02% | $68,280 | 1.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $269,843 | 4.1K | Q3 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $457,508 | 6.7K | Q2 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.02% | $111,906 | 1.6K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $264,414 | 3.9K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.02% | $39,045 | 750 | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $669,223 | 9.3K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.02% | $19,567 | 288 | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$191M AUM | 0.02% | $28,059 | 413 | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.02% | $241,187 | 3.5K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $232,715 | 3.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $484,684 | 7.1K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $4M | 53.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $465,738 | 6.9K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $16M | 238.0K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $40,764 | 600 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $456,897 | 6.7K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $18,344 | 270 | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $232,016 | 3.4K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $13M | 187.0K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $230,555 | 3.5K | Q3 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $122,292 | 1.8K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.01% | $27,176 | 400 | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $216,932 | 3.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $983,839 | 14.5K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 24.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $1M | 19.4K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.01% | $474,561 | 7.0K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $39,881 | 587 | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.01% | $3M | 37.1K | Q2 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $260,000 | 3.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $451,122 | 6.6K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.01% | $4M | 58.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $283,318 | 4.1K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $32,802 | 326 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.01% | $119,986 | 1.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $208,440 | 3.1K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.01% | $130,809 | 1.9K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $305,730 | 4.5K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $78,797 | 1.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $319,522 | 4.7K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $262,588 | 3.9K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $203,820 | 3.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $380,814 | 5.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $56M | 828.3K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.01% | $1M | 17.4K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $137M | 1.99M | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $221,960 | 3.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $266,267 | 3.7K | Q2 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $41,624 | 613 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $101,910 | 1.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 38.1K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.01% | $360,082 | 5.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $520,081 | 7.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $293,159 | 4.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $372,994 | 5.4K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $19M | 283.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $34M | 494.7K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 23.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $623,552 | 9.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $364,292 | 5.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $512,464 | 7.5K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.01% | $58,280 | 800 | Q2 2026 |
| United Financial Planning Group LLC$169M AUM | 0.01% | $9,167 | 140 | Q3 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $792,180 | 11.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 15.4K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $325,772 | 4.8K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $339,700 | 5.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $727,332 | 10.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $103,609 | 1.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 71.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $80M | 1.22M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 16.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $470,931 | 6.9K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $245,615 | 3.8K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $135,433 | 2.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $397,674 | 5.8K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $23,711 | 349 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 19.3K | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $101,910 | 1.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 258.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $214,555 | 3.2K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $295,607 | 4.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $143,442 | 2.0K | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $55,643 | 819 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $396,634 | 5.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $313,611 | 4.6K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $274,447 | 4.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 36.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $20M | 299.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 197.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $810,041 | 11.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $49,538 | 680 | Q2 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $943,687 | 13.9K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.00% | $11,074 | 163 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $272,779 | 4.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $236,245 | 3.5K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $457,916 | 6.7K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $33,290 | 490 | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.00% | $62,491 | 988 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 20.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 26.6K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.00% | $2,718 | 40 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $28,615 | 437 | Q3 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $8,152 | 120 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $63,181 | 921 | Q4 2025OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.00% | $7,272 | 106 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 25.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $488,567 | 7.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $111,082 | 1.6K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $488,692 | 7.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $298,800 | 4.4K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $262,464 | 3.8K | Q4 2025OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.00% | $265,034 | 3.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 22.6K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 18.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 20.2K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $176,362 | 2.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $25M | 367.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $23,507 | 346 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $205,858 | 3.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 196.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $132,999 | 1.9K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $339,700 | 5.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 34.9K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $327,400 | 5.0K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $311,369 | 4.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $20,679 | 300 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $68,980 | 1.0K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $171,500 | 2.5K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $334,151 | 4.9K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $730,763 | 10.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $19,227 | 283 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $420,684 | 6.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $71,701 | 1.1K | Q3 2025OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $7,923 | 121 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 18.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 16.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 49.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $885,103 | 13.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 26.3K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $4,008 | 59 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $602,051 | 8.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $655,660 | 9.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $410,939 | 6.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 24.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $639,664 | 8.2K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $2,582 | 38 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $220,581 | 3.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $353,220 | 5.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $387,258 | 5.7K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 16.3K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $5,368 | 79 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 28.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 29.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $375,015 | 5.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $246,960 | 3.6K | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $5,238 | 80 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 43.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $675,110 | 10.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $514,029 | 7.6K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $104,113 | 1.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $53,200 | 783 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $1,412 | 21 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,299 | 78 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 19.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $2,195 | 32 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $549,679 | 8.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $36,008 | 530 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $4,213 | 62 | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $55,642 | 819 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $38,328 | 564 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $20,518 | 302 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $248,232 | 3.7K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $102,929 | 1.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $75,617 | 1.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 20.1K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $74,054 | 1.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,902 | 28 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $39,745 | 585 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $27,509 | 401 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $15,422 | 227 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $175,829 | 2.6K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,718 | 40 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $341,127 | 5.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.