ISHARES TR
CUSIP 464288182
Ishares Tr has 214 institutional holders in Filings Flow’s 13F database, together reporting 16.45M shares worth $1.3B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Morgan Stanley, and J.safra Asset Management Corp.
Institutional Holders
214
Q1 2026
Reported Value
$1.3B
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 |
|---|---|---|---|---|
| PRAGMA GESTAO DE PATRIMONIO LTD$189M AUM | 41.73% | $79M | 820.3K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 16.58% | $30M | 307.0K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 4.52% | $84M | 872.0K | Q1 2026OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 2.44% | $3M | 31.1K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 1.70% | $15M | 158.0K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 1.56% | $12M | 122.5K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.41% | $11M | 126.1K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 1.35% | $8M | 79.8K | Q1 2026OLDER |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 1.24% | $2M | 22.9K | Q1 2026OLDER |
| swisspartners Advisors Ltd$159M AUM | 1.23% | $2M | 20.4K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 1.10% | $2M | 18.6K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 1.09% | $40M | 418.5K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 1.07% | $6M | 67.8K | Q3 2025OLDER |
| First Growth Capital LLC$111M AUM | 1.01% | $1M | 11.5K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.87% | $3M | 25.0K | Q2 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.85% | $7M | 72.3K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.61% | $11M | 121.3K | Q3 2025OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.56% | $4M | 41.7K | Q4 2025OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.54% | $6M | 66.0K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.52% | $34M | 348.9K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.52% | $4M | 39.8K | Q3 2025OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.45% | $626,944 | 6.5K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.45% | $619,806 | 6.7K | Q4 2025OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.38% | $6M | 63.5K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.38% | $3M | 28.3K | Q2 2026 |
| Finley Financial, LLC$248M AUM | 0.36% | $882,445 | 7.4K | Q2 2026 |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.34% | $2M | 24.7K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.29% | $4M | 42.2K | Q4 2025OLDER |
| Saudi Central Bank$4.7B AUM | 0.29% | $14M | 144.2K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.25% | $829,040 | 8.6K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.25% | $452,948 | 4.7K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.24% | $506,678 | 5.3K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.22% | $788,615 | 8.2K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.22% | $529,595 | 5.5K | Q1 2026OLDER |
| James Hambro & Partners LLP$2.6B AUM | 0.22% | $6M | 57.3K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 0.20% | $460,688 | 5.8K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.20% | $4M | 36.8K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.19% | $2,144 | 23.0K | Q4 2025OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.19% | $462,192 | 4.8K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.18% | $32M | 327.3K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.17% | $458,437 | 4.8K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.15% | $4M | 40.6K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.14% | $2M | 16.4K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.14% | $506,485 | 5.3K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.14% | $7M | 68.8K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.13% | $954,571 | 9.9K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.11% | $8M | 72.4K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.11% | $7M | 73.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.11% | $66M | 707.9K | Q4 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.11% | $8M | 79.7K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.10% | $5M | 47.3K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.10% | $307,936 | 3.2K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.10% | $293,394 | 3.0K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.10% | $2M | 19.3K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.09% | $12M | 123.9K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.09% | $67M | 699.5K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.09% | $601,813 | 6.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.09% | $4M | 41.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.09% | $4M | 38.1K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.09% | $388,626 | 4.0K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.08% | $574,263 | 6.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.08% | $6M | 61.1K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.08% | $4M | 36.4K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.08% | $1M | 11.3K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.08% | $25M | 262.7K | Q1 2026OLDER |
| Rothschild & Co Wealth Management UK Ltd$6.5B AUM | 0.07% | $5M | 50.4K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.07% | $9M | 93.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.06% | $556,963 | 5.8K | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 0.06% | $1M | 15.9K | Q3 2025OLDER |
| National Philanthropic Trust$3.8B AUM | 0.05% | $2M | 26.6K | Q2 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.04% | $417,716 | 4.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.04% | $387,086 | 4.0K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.04% | $423,965 | 4.4K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.04% | $186,129 | 1.9K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.04% | $3M | 26.0K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.04% | $280,685 | 2.9K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.03% | $359,740 | 3.7K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.03% | $272,982 | 2.8K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.03% | $263,014 | 2.7K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 19.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $275,871 | 2.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 20.3K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.03% | $644,469 | 6.7K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.03% | $534,616 | 5.6K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.03% | $2M | 21.3K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.03% | $975,899 | 10.1K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.03% | $111,214 | 1.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 48.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $1M | 13.1K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $220,322 | 2.4K | Q4 2025OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.02% | $236,585 | 2.5K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.02% | $2M | 21.0K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $616,930 | 6.4K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $663,929 | 6.9K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.02% | $292,625 | 3.0K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $21,184 | 220 | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.02% | $5M | 48.9K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 11.5K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $333,645 | 3.5K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.02% | $20,799 | 216 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $260M | 2.79M | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $292,048 | 3.0K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $311,064 | 3.8K | Q3 2025OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.01% | $29,465 | 306 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $4M | 37.4K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.01% | $52,382 | 544 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $13M | 133.1K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $212,866 | 2.6K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $8M | 81.4K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $8M | 87.7K | Q4 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $232,800 | 2.5K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 87.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $853,880 | 8.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $2M | 24.2K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.01% | $2M | 15.0K | Q2 2026 |
| Foster Group, Inc.$3.8B AUM | 0.01% | $405,722 | 3.4K | Q2 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $350,977 | 3.6K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $762,039 | 7.9K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $6M | 60.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $475,888 | 4.0K | Q2 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $27M | 293.4K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $340,096 | 3.5K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.01% | $13,318 | 146 | Q3 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $8M | 90.3K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $114,970 | 1.2K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.01% | $84,008 | 704 | Q2 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.01% | $19,150 | 199 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $304,626 | 3.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 11.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $63M | 658.3K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.01% | $1M | 10.7K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $660,453 | 6.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 42.9K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $594,109 | 6.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $114M | 1.22M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 11.8K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.01% | $207,024 | 2.1K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $66,151 | 687 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $362,342 | 3.8K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $6M | 60.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 33.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $20,702 | 215 | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $348,955 | 3.6K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $793,718 | 8.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $21M | 214.1K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $713,431 | 7.8K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $23M | 236.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 133.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 40.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 80.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $688,145 | 7.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $731,804 | 7.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 23.0K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $23,302 | 242 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $286,344 | 3.1K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $15M | 157.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 18.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $35M | 358.3K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $7,450 | 80 | Q4 2025OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $9,629 | 100 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $657,468 | 6.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $12M | 128.8K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 22.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 69.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $83,965 | 872 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 17.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 54.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $109,097 | 1.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $310,644 | 3.2K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $131,503 | 1.4K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $16,085 | 167 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $806,845 | 8.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $353,763 | 3.8K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 12.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $381,970 | 4.0K | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 24.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $318,528 | 3.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $11M | 111.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 80.9K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $207,673 | 2.3K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $626,463 | 6.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $448,274 | 4.7K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $24,073 | 250 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $749,858 | 7.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $549,334 | 5.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 42.1K | Q2 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 31.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $390,937 | 4.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $495,942 | 5.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $26,576 | 276 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 12.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,719 | 100 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $144,994 | 1.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $4,815 | 50 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $578 | 6 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $749,903 | 7.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 17.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $408,872 | 4.2K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $4,911 | 51 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $89,162 | 957 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $30,235 | 314 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $1,733 | 18 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $12,518 | 130 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $35,242 | 366 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $254,368 | 2.7K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $280,189 | 2.9K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $28,332 | 276 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $407,499 | 4.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $510,337 | 5.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $559 | 6 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $161,563 | 1.7K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,237 | 44 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,686 | 17 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $234,662 | 2.5K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $376,205 | 3.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $461 | 5 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $28,502 | 296 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,697 | 28 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $155,416 | 1.7K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.00% | $6,740 | 70 | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $70,787 | 776 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,568 | 47 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 24.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $425,129 | 4.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,140 | 43 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,211 | 13 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $33,509 | 348 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,140 | 43 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $18,776 | 195 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $37,072 | 385 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $21,418 | 230 | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $3,176 | 34 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $4,429 | 46 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $282,992 | 3.0K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $674 | 7 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5,122 | 55 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.