ISHARES TR
CUSIP 464287879
Ishares Tr has 841 institutional holders in Filings Flow’s 13F database, together reporting 40.03M shares worth $4.6B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Sherman Porfolios, LLC.
Institutional Holders
841
Q1 2026
Reported Value
$4.6B
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 | 20.72% | $110M | 927.8K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 17.63% | $230M | 1.94M | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 15.92% | $32M | 272.1K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 5.62% | $8M | 64.1K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 5.39% | $8M | 63.6K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 4.38% | $8M | 68.2K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 3.95% | $5M | 40.2K | Q4 2025OLDER |
| May Barnhard Investments LLC$206M AUM | 3.88% | $8M | 67.4K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 3.22% | $7M | 50.0K | Q2 2026 |
| Probity Advisors, Inc.$631M AUM | 3.22% | $20M | 171.4K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 3.20% | $4M | 35.4K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 2.83% | $16M | 137.5K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 2.69% | $9M | 76.7K | Q1 2026OLDER |
| Salus Financial Advisors, LLC$171M AUM | 2.65% | $5M | 38.3K | Q1 2026OLDER |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 2.47% | $10M | 83.5K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 2.46% | $28M | 237.9K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 2.37% | $3M | 29.3K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 2.33% | $5M | 38.3K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 2.28% | $5M | 39.9K | Q2 2026 |
| Cordatus Wealth Management LLC$420M AUM | 2.26% | $9M | 80.1K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.24% | $2M | 19.3K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 2.14% | $27M | 248.2K | Q3 2025OLDER |
| Baring Financial LLC$182M AUM | 2.08% | $4M | 27.6K | Q2 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 2.07% | $6M | 49.6K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 2.05% | $8M | 65.5K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 2.00% | $5M | 45.8K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 1.94% | $7M | 58.1K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 1.92% | $7M | 54.2K | Q2 2026 |
| Financial Advisors Network, Inc.$724M AUM | 1.92% | $14M | 117.5K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 1.82% | $3M | 24.2K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.80% | $2M | 19.9K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 1.80% | $6M | 47.9K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.79% | $5M | 41.8K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 1.74% | $4M | 32.2K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 1.71% | $5M | 39.5K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 1.62% | $10M | 84.4K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 1.58% | $3M | 22.4K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.57% | $3M | 28.8K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 1.57% | $3M | 25.2K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 1.54% | $4M | 31.3K | Q1 2026OLDER |
| InvesTrust$238M AUM | 1.48% | $4M | 29.8K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 1.48% | $2M | 20.2K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 1.38% | $4M | 34.5K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 1.33% | $3M | 29.4K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.31% | $2M | 12.8K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 1.31% | $2M | 18.3K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 1.28% | $10M | 85.1K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.28% | $13M | 113.7K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.19% | $10M | 81.9K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 1.19% | $3M | 25.6K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 1.19% | $4M | 32.0K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 1.16% | $13M | 110.1K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 1.12% | $6M | 54.1K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 1.09% | $2M | 17.1K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 1.09% | $2M | 17.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 1.06% | $92M | 775.0K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.03% | $33M | 279.6K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 1.03% | $4M | 32.6K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 1.01% | $2M | 14.3K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 1.01% | $84M | 711.6K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.99% | $14M | 117.8K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.99% | $3M | 25.3K | Q2 2026 |
| Keenan, LLC$119M AUM | 0.98% | $1M | 9.8K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.98% | $8M | 69.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.96% | $23M | 197.1K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.96% | $3M | 27.4K | Q1 2026OLDER |
| Sequent Asset Management, LLC$225M AUM | 0.93% | $2M | 18.4K | Q4 2025OLDER |
| Powerhouse Assets LLC$115M AUM | 0.88% | $1M | 8.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.84% | $49M | 411.8K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.83% | $1M | 10.7K | Q4 2025OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.82% | $5M | 45.0K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.78% | $3M | 23.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.78% | $2M | 19.1K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.78% | $1M | 9.7K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.77% | $1M | 11.8K | Q3 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.77% | $1M | 10.3K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.74% | $1M | 81.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.73% | $32M | 269.1K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.72% | $10M | 83.7K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.71% | $3M | 22.1K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.70% | $4M | 33.1K | Q4 2025OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.70% | $931,994 | 6.8K | Q2 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.69% | $1M | 9.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.65% | $41M | 342.8K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.65% | $27M | 231.9K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.65% | $992,137 | 8.4K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.63% | $697,552 | 5.9K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.63% | $8M | 66.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.63% | $8M | 69.3K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.63% | $5M | 39.8K | Q2 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.62% | $1M | 9.7K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.61% | $6M | 53.5K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.60% | $6M | 49.7K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.59% | $3M | 21.6K | Q2 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.59% | $3M | 23.4K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 0.58% | $6M | 40.4K | Q2 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.57% | $3M | 25.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.56% | $9M | 63.8K | Q2 2026 |
| Stokes Family Office, LLC$969M AUM | 0.56% | $5M | 45.8K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.54% | $670,073 | 5.7K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.54% | $2M | 12.4K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.53% | $1M | 8.5K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.53% | $6M | 41.6K | Q2 2026 |
| MidFirst Bank$1.2B AUM | 0.53% | $6M | 54.1K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.53% | $1M | 8.6K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.52% | $11M | 77.7K | Q2 2026 |
| Aznar Financial Advisors, LLC$104M AUM | 0.51% | $526,979 | 4.6K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.50% | $2M | 12.1K | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.50% | $9M | 77.9K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.49% | $2M | 16.3K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.49% | $973,239 | 8.2K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.49% | $1M | 10.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.48% | $9M | 72.3K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.46% | $2M | 16.1K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.46% | $592,842 | 5.0K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.45% | $4M | 30.6K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.45% | $5M | 42.0K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.44% | $829,747 | 7.0K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.43% | $452,370 | 3.8K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.43% | $1M | 8.5K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.43% | $2M | 17.6K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.42% | $2M | 15.2K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.42% | $2M | 19.3K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.41% | $517,745 | 4.4K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.41% | $602,420 | 5.4K | Q3 2025OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.41% | $867,625 | 7.3K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.41% | $3M | 25.4K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.40% | $2M | 20.2K | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.39% | $5M | 45.9K | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 0.38% | $817,045 | 6.3K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.38% | $707,147 | 6.0K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.38% | $5M | 38.5K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.38% | $469,255 | 4.0K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 0.37% | $422,037 | 3.6K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.36% | $878,199 | 6.9K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.36% | $2M | 18.1K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.36% | $3M | 24.3K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.35% | $1M | 10.2K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.35% | $1M | 10.5K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.35% | $884,386 | 6.5K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.35% | $5M | 41.7K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.34% | $971,754 | 8.8K | Q3 2025OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.34% | $5M | 42.3K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.34% | $1M | 11.2K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.33% | $2M | 13.8K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.33% | $975,237 | 8.2K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.33% | $1M | 12.4K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.32% | $1M | 9.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.32% | $1M | 11.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.32% | $7M | 60.7K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.32% | $318,839 | 2.7K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.32% | $2M | 14.6K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.31% | $4M | 37.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.31% | $8M | 65.1K | Q2 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.31% | $3M | 25.5K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.30% | $1M | 9.0K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.30% | $359,179 | 3.0K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 0.30% | $3M | 22.3K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.30% | $629,675 | 5.3K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.29% | $729,871 | 5.3K | Q2 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.29% | $1M | 9.1K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.29% | $541,134 | 4.6K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.29% | $459,088 | 4.0K | Q4 2025OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.28% | $2M | 16.5K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.28% | $44M | 367.3K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.28% | $2M | 19.9K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.27% | $573,983 | 4.8K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.27% | $1M | 10.1K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 0.27% | $273,383 | 2.3K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.27% | $429,855 | 3.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.27% | $10M | 82.5K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.27% | $756,001 | 6.4K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.26% | $5M | 42.5K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.26% | $2M | 19.6K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.26% | $2M | 17.7K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.26% | $3M | 26.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.26% | $21M | 176.8K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.26% | $313,300 | 2.6K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.25% | $283,569 | 2.4K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.25% | $355,350 | 3.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.25% | $23M | 190.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.25% | $7M | 56.6K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.25% | $370,275 | 3.1K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 0.25% | $909,900 | 7.7K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.25% | $739,481 | 6.2K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.24% | $2M | 17.8K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.24% | $610,278 | 5.2K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.24% | $10M | 90.4K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.24% | $2M | 14.3K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 0.24% | $322,472 | 2.7K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.23% | $937,427 | 7.9K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.23% | $373,140 | 2.7K | Q2 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.23% | $486,198 | 4.1K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.23% | $534,656 | 4.5K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.23% | $535,944 | 4.5K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.23% | $623,856 | 5.5K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.23% | $677,632 | 5.0K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.23% | $2M | 17.3K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.23% | $2M | 13.7K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.23% | $990,729 | 8.7K | Q4 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.23% | $604,413 | 5.1K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.22% | $65M | 551.5K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.22% | $3M | 23.6K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.22% | $2M | 13.3K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.22% | $503,768 | 4.3K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.22% | $935,755 | 7.9K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.22% | $2M | 14.6K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.22% | $5M | 45.7K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 0.22% | $2M | 12.4K | Q2 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.21% | $4M | 32.1K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.20% | $287,345 | 2.4K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.20% | $427,371 | 3.6K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.20% | $9M | 78.6K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.20% | $409,245 | 3.5K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.20% | $346,467 | 2.9K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 0.20% | $509,238 | 4.5K | Q4 2025OLDER |
| Next Capital Management LLC$330M AUM | 0.20% | $651,001 | 5.5K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.20% | $480,670 | 4.1K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.19% | $250,403 | 2.1K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.19% | $551,278 | 4.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.19% | $8M | 65.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.19% | $7M | 56.5K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.18% | $3M | 27.0K | Q1 2026OLDER |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 0.18% | $232,755 | 2.0K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.18% | $243,913 | 2.1K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.18% | $1M | 10.1K | Q3 2025OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.18% | $282,172 | 2.5K | Q4 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.18% | $730,145 | 5.3K | Q2 2026 |
| Meredith Wealth Planning$369M AUM | 0.18% | $662,248 | 5.6K | Q1 2026OLDER |
| Park Capital Management, LLC / WI$170M AUM | 0.18% | $249,274 | 2.2K | Q4 2025OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.18% | $766,372 | 6.5K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.18% | $6M | 47.8K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.18% | $5M | 45.5K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.18% | $838,152 | 7.1K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.18% | $256,131 | 2.3K | Q4 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.18% | $1M | 8.4K | Q2 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.17% | $236,655 | 2.0K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.17% | $568,920 | 5.0K | Q4 2025OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 0.17% | $781,059 | 6.6K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.16% | $355,267 | 2.6K | Q2 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 0.16% | $535,749 | 4.5K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.16% | $653,523 | 4.8K | Q2 2026 |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.16% | $1M | 10.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.16% | $10M | 82.0K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.16% | $1M | 9.8K | Q3 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.16% | $21M | 174.7K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.16% | $1M | 10.6K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.15% | $371,263 | 3.1K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.15% | $742,800 | 6.3K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.15% | $515,013 | 4.3K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.15% | $610,610 | 5.2K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.15% | $1M | 9.8K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.15% | $2M | 18.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.15% | $9M | 77.2K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.15% | $651,120 | 5.5K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.15% | $271,843 | 2.3K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.15% | $349,081 | 2.6K | Q2 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.15% | $303,208 | 2.2K | Q2 2026 |
| Azimuth Capital Investment Management LLC$2.7B AUM | 0.15% | $4M | 32.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.15% | $3M | 21.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.14% | $2M | 20.8K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 0.14% | $449,373 | 3.8K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.14% | $850,118 | 6.6K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.14% | $814,456 | 6.9K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.14% | $675,047 | 5.7K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.14% | $3M | 25.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.14% | $254,727 | 2.1K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.13% | $435,828 | 3.7K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.13% | $391,864 | 3.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.13% | $9M | 72.9K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.13% | $331,980 | 2.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.13% | $1M | 10.7K | Q2 2026 |
| Claro Advisors Inc.$830M AUM | 0.13% | $1M | 9.0K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 0.13% | $662,755 | 5.6K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.13% | $305,127 | 2.6K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.13% | $685,504 | 6.0K | Q4 2025OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.13% | $250,298 | 2.2K | Q4 2025OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.13% | $202,427 | 1.5K | Q2 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.13% | $5M | 44.3K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.12% | $1M | 9.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.12% | $22M | 184.9K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 0.12% | $256,302 | 2.2K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.12% | $5M | 34.3K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.12% | $20M | 166.8K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.12% | $370,275 | 3.1K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 0.12% | $283,986 | 2.4K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.12% | $141,471 | 1.2K | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 0.12% | $203,924 | 1.7K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.12% | $472,379 | 4.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.12% | $6M | 47.0K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.12% | $204,494 | 1.8K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.12% | $9M | 76.3K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.11% | $115,489 | 975 | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.11% | $384,489 | 3.2K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.11% | $147,950 | 1.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.11% | $15M | 128.1K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.11% | $698,139 | 6.3K | Q3 2025OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.11% | $357,245 | 3.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.11% | $12M | 99.3K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.11% | $1M | 9.8K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.11% | $216,128 | 1.8K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.11% | $371,167 | 2.7K | Q2 2026 |
| JSF Financial, LLC$510M AUM | 0.11% | $549,558 | 4.6K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.11% | $306,667 | 2.6K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.10% | $872,644 | 7.4K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.10% | $4M | 31.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.10% | $9M | 76.4K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.10% | $297,339 | 2.2K | Q2 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.10% | $928,609 | 7.8K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.10% | $148,655 | 1.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.10% | $1M | 12.5K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.10% | $239,269 | 2.0K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.10% | $2M | 13.5K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.10% | $1M | 10.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.10% | $5M | 39.2K | Q2 2026 |
| Insight Inv LLC$183M AUM | 0.10% | $182,058 | 1.5K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.10% | $916,565 | 7.7K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.10% | $1M | 9.8K | Q2 2026 |
| Wealth Quarterback LLC$254M AUM | 0.10% | $247,725 | 2.1K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.10% | $710,700 | 6.0K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.10% | $612,387 | 5.2K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.10% | $217,252 | 1.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.09% | $5M | 44.6K | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.09% | $4M | 33.8K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.09% | $629,011 | 5.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.09% | $531,130 | 4.5K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.09% | $12M | 104.3K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.09% | $418,241 | 3.1K | Q2 2026 |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.09% | $2M | 16.4K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.09% | $2M | 14.2K | Q3 2025OLDER |
| My Personal CFO, LLC$228M AUM | 0.09% | $239,317 | 2.2K | Q3 2025OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.09% | $776,084 | 6.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.09% | $3M | 24.5K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.09% | $347,587 | 2.9K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.09% | $489,909 | 4.1K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.09% | $284,398 | 2.4K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.09% | $3M | 25.6K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.09% | $341,837 | 2.5K | Q2 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.09% | $295,925 | 2.5K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.09% | $183,242 | 1.5K | Q1 2026OLDER |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 0.09% | $237,610 | 2.0K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.09% | $1M | 11.8K | Q2 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.09% | $5M | 42.5K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.09% | $1M | 9.5K | Q3 2025OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.09% | $182,177 | 1.5K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.09% | $7M | 47.8K | Q2 2026 |
| Park Place Capital Corp$499M AUM | 0.09% | $424,999 | 3.6K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.09% | $229,793 | 1.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.08% | $11M | 96.2K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.08% | $304,061 | 2.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.08% | $17M | 143.9K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.08% | $292,559 | 2.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $7M | 62.9K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.08% | $226,358 | 1.9K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.08% | $423,877 | 3.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.08% | $7M | 61.0K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.08% | $199,048 | 1.5K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $56M | 473.7K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.08% | $8M | 69.8K | Q3 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.08% | $644,562 | 4.7K | Q2 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.08% | $2M | 17.1K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.08% | $213,684 | 1.8K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.08% | $663,438 | 5.6K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.08% | $138,942 | 1.2K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.08% | $722,782 | 6.1K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.07% | $141,776 | 1.3K | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.07% | $223,638 | 1.9K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.07% | $236,900 | 2.0K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.07% | $3M | 22.6K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.07% | $216,408 | 1.8K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.07% | $300,863 | 2.5K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.07% | $204,638 | 1.8K | Q4 2025OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.07% | $348,080 | 2.6K | Q2 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.07% | $178,356 | 1.5K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.07% | $369,090 | 3.1K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.07% | $705,956 | 6.0K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.07% | $272,909 | 2.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.07% | $9M | 75.6K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.07% | $1M | 10.1K | Q4 2025OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.07% | $442,233 | 3.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.07% | $2M | 18.3K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.07% | $305,364 | 2.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.07% | $894,510 | 7.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.07% | $319,575 | 2.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.07% | $5M | 43.2K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.07% | $410,548 | 3.5K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.07% | $241,945 | 2.0K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.07% | $463,604 | 3.9K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.06% | $3M | 26.6K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.06% | $2M | 13.8K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.06% | $236,782 | 2.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.06% | $849,147 | 7.5K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $60M | 504.0K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.06% | $382,001 | 3.2K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.06% | $1M | 9.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.06% | $898,808 | 6.6K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.06% | $1M | 12.6K | Q4 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.06% | $1M | 11.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.06% | $16M | 142.8K | Q3 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.06% | $961,424 | 8.1K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.06% | $17M | 139.9K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.06% | $724,203 | 6.1K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.06% | $596,277 | 5.0K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.06% | $252,751 | 2.1K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.06% | $2M | 19.1K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.06% | $286,279 | 2.4K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.06% | $450,774 | 3.8K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.06% | $2M | 14.3K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.06% | $395,734 | 3.3K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.06% | $547,562 | 4.8K | Q4 2025OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.06% | $140,600 | 1.2K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.06% | $1M | 10.9K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.06% | $623,758 | 5.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.06% | $172,490 | 1.5K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$367M AUM | 0.06% | $205,840 | 1.5K | Q2 2026 |
| CGC Financial Services, LLC$346M AUM | 0.05% | $189,994 | 1.6K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.05% | $96,855 | 818 | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.05% | $182,005 | 1.5K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.05% | $200,258 | 1.7K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.05% | $296,243 | 2.5K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.05% | $448,000 | 4.1K | Q3 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.05% | $250,929 | 2.1K | Q2 2026 |
| Rise Advisors, LLC$284M AUM | 0.05% | $147,472 | 1.3K | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.05% | $551,859 | 4.7K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.05% | $663,268 | 5.6K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.05% | $308,681 | 2.6K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.05% | $2M | 14.2K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.05% | $64,318 | 543 | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.05% | $928,766 | 7.8K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.05% | $52,547 | 540 | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.05% | $599,492 | 5.1K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.05% | $219,461 | 1.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $333,208 | 3.0K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.05% | $10M | 83.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $33M | 277.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.05% | $125,439 | 1.1K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.05% | $763,753 | 5.6K | Q2 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.05% | $2M | 13.1K | Q2 2026 |
| Cordant, Inc.$246M AUM | 0.05% | $116,555 | 984 | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.05% | $250,872 | 2.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $30M | 251.9K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.05% | $330,320 | 2.8K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.05% | $260,590 | 2.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $876,190 | 7.4K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.04% | $9M | 81.5K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.04% | $11M | 95.5K | Q4 2025OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.04% | $709,855 | 6.0K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.04% | $455,085 | 3.8K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.04% | $654,563 | 5.5K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.04% | $592,645 | 4.3K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 70.0K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.04% | $256,421 | 2.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.04% | $689,379 | 5.8K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.04% | $441,227 | 3.7K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.04% | $289,018 | 2.4K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.04% | $3M | 25.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $23M | 197.3K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.04% | $1M | 11.1K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.04% | $226,240 | 1.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 14.7K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.04% | $54,369 | 459 | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.04% | $330,239 | 2.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $8M | 63.6K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.04% | $4M | 34.2K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.04% | $272,501 | 2.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.04% | $36M | 300.3K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $492,808 | 4.2K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.04% | $436 | 3.8K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $13M | 108.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $604,332 | 5.1K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.04% | $739,818 | 6.2K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.04% | $202,194 | 1.7K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.04% | $385,910 | 3.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 10.6K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.04% | $393,618 | 3.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.04% | $3M | 20.2K | Q2 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.04% | $590,717 | 5.0K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.04% | $271,963 | 2.5K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.04% | $66M | 554.6K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.04% | $311,753 | 2.8K | Q3 2025OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.04% | $303,924 | 2.6K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 0.04% | $263,929 | 1.9K | Q2 2026 |
| Sankala Group LLC$122M AUM | 0.04% | $45,318 | 385 | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $597,617 | 5.0K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.04% | $1M | 12.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $2M | 13.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.04% | $204,566 | 1.8K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $691,962 | 6.3K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.04% | $3M | 23.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.04% | $30M | 255.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.04% | $3M | 21.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 10.4K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.03% | $3M | 23.4K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.03% | $2M | 19.4K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.03% | $2M | 21.1K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.03% | $3M | 30.7K | Q3 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.03% | $212,371 | 1.6K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $36M | 302.8K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.03% | $95,234 | 804 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $23M | 196.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.