ISHARES TR
CUSIP 464288273
Ishares Tr has 753 institutional holders in Filings Flow’s 13F database, together reporting 143.92M shares worth $10.1B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Tiaa Wealth Investment Management LLC, and FMR LLC.
Institutional Holders
753
Q1 2026
Reported Value
$10.1B
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 |
|---|---|---|---|---|
| Bear Mountain Capital, Inc.$333M AUM | 8.48% | $28M | 333.6K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 7.66% | $19M | 239.1K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 6.13% | $8M | 102.3K | Q1 2026OLDER |
| Financial Advisory Corp$754M AUM | 6.00% | $45M | 550.2K | Q2 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 5.52% | $23M | 297.5K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 5.51% | $721M | 9.48M | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 4.74% | $10M | 131.9K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 4.62% | $6M | 76.1K | Q1 2026OLDER |
| Global Alpha Capital Management Ltd.$1.7B AUM | 3.92% | $69M | 893.6K | Q3 2025OLDER |
| Cooke Wealth Management, LLC$113M AUM | 3.82% | $4M | 55.0K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 3.60% | $11M | 141.4K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 3.32% | $11M | 142.8K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 3.15% | $10M | 129.5K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 2.92% | $6M | 77.1K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 2.85% | $11M | 139.7K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 2.44% | $6M | 71.2K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 2.44% | $7M | 89.4K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 2.37% | $9M | 114.2K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 2.31% | $18M | 229.2K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 2.22% | $3M | 37.2K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 2.17% | $7M | 89.4K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 2.14% | $10M | 129.9K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 2.10% | $99M | 1.26M | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 1.99% | $10M | 129.0K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 1.95% | $5M | 63.0K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 1.91% | $3M | 36.1K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 1.90% | $5M | 66.9K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 1.81% | $3.8B | 49.43M | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 1.74% | $9M | 116.2K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 1.72% | $18M | 225.3K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.71% | $3M | 30.7K | Q2 2026 |
| SACHEM HILL LLC$516M AUM | 1.69% | $9M | 111.1K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 1.68% | $8M | 102.1K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.65% | $13M | 170.9K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 1.62% | $4M | 46.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 1.61% | $68M | 861.1K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 1.55% | $5M | 65.8K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.54% | $4M | 45.2K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 1.50% | $2M | 22.5K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 1.42% | $29M | 375.1K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 1.42% | $3M | 36.5K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 1.39% | $1M | 18.6K | Q4 2025OLDER |
| Creekside Partners$243M AUM | 1.37% | $3M | 42.5K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 1.35% | $8M | 105.5K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 1.34% | $25M | 313.6K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 1.32% | $5M | 59.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.31% | $341M | 4.35M | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 1.26% | $1M | 19.1K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 1.23% | $4M | 46.4K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 1.22% | $14M | 175.1K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 1.12% | $290M | 3.70M | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 1.11% | $20M | 261.4K | Q3 2025OLDER |
| Disciplined Investments, LLC$279M AUM | 1.08% | $3M | 38.5K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 1.07% | $5M | 64.2K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.03% | $2M | 27.0K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.01% | $7M | 94.6K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.98% | $34M | 414.4K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 0.97% | $2M | 30.7K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.94% | $15M | 196.5K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 0.90% | $6M | 72.4K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.89% | $3M | 43.5K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.89% | $5M | 59.2K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.88% | $18M | 230.8K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.88% | $2M | 31.7K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.86% | $45M | 576.0K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 0.84% | $3M | 34.7K | Q3 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.84% | $70M | 894.9K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.83% | $2M | 30.9K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.81% | $3M | 41.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.79% | $35M | 446.8K | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.77% | $1M | 17.6K | Q1 2026OLDER |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 0.74% | $2M | 30.9K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.74% | $2M | 27.3K | Q3 2025OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.73% | $786,531 | 10.0K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.72% | $1M | 16.5K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.67% | $13M | 169.1K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.67% | $745,052 | 9.5K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.67% | $2M | 29.4K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.66% | $4M | 46.6K | Q2 2026 |
| MARTIN & CO INC /TN/$587M AUM | 0.66% | $4M | 49.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.66% | $35M | 424.1K | Q2 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.66% | $3M | 32.2K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.65% | $4M | 49.9K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 0.64% | $3M | 39.0K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 0.63% | $1M | 13.1K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.62% | $1M | 13.5K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.62% | $2M | 30.0K | Q2 2026 |
| GEM Asset Management, LLC$227M AUM | 0.61% | $1M | 17.7K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.61% | $2M | 30.5K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 0.60% | $698,003 | 9.0K | Q2 2026 |
| Charles Schwab Trust Co$1.5B AUM | 0.60% | $9M | 118.9K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.59% | $12M | 156.8K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.59% | $2M | 20.9K | Q2 2026 |
| Noble Family Wealth, LLC$484M AUM | 0.56% | $3M | 34.4K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.54% | $725,157 | 9.2K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.54% | $694,888 | 8.4K | Q2 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.54% | $5M | 66.5K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.52% | $2M | 19.7K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 0.51% | $578,406 | 7.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.51% | $1M | 15.1K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.50% | $2M | 30.0K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.50% | $734,702 | 9.4K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.49% | $743,968 | 9.0K | Q2 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.49% | $4M | 56.4K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.49% | $1M | 14.0K | Q2 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.47% | $2M | 23.0K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.46% | $5M | 58.3K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.45% | $2M | 19.7K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.44% | $1M | 15.9K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.44% | $14M | 179.9K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.43% | $3M | 34.9K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.43% | $7M | 92.2K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.43% | $3M | 40.2K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.43% | $2M | 24.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.42% | $6M | 70.3K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.40% | $503,863 | 6.4K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 0.40% | $1M | 15.2K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.39% | $717,844 | 9.2K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.39% | $947,668 | 11.5K | Q2 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.39% | $623,543 | 7.6K | Q2 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.39% | $19M | 241.8K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.38% | $1M | 16.6K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.38% | $5M | 60.7K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.38% | $2M | 26.7K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.38% | $3M | 36.1K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.37% | $2M | 22.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.37% | $18M | 228.1K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.36% | $3M | 38.1K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 0.35% | $590,732 | 7.5K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.35% | $1M | 15.9K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.34% | $5M | 59.1K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 0.34% | $377,936 | 4.8K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.34% | $9M | 117.9K | Q4 2025OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.34% | $436,573 | 5.6K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.33% | $5M | 60.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.33% | $23M | 293.5K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.33% | $15M | 197.1K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.33% | $2M | 31.1K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.32% | $3M | 32.9K | Q2 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.32% | $1M | 17.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.32% | $23M | 290.1K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.31% | $991,277 | 15.6K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.31% | $5M | 60.4K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.30% | $4M | 52.6K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.30% | $25M | 314.1K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.30% | $329,557 | 4.2K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.30% | $1M | 12.8K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.30% | $578,666 | 7.4K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.30% | $588,153 | 7.5K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 0.30% | $743,013 | 9.5K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.29% | $2M | 20.0K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.29% | $847,032 | 10.8K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.29% | $11M | 143.1K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.28% | $5M | 61.5K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.28% | $5M | 68.7K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.28% | $449,760 | 5.7K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.28% | $491,004 | 6.3K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.28% | $1M | 14.1K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.28% | $37M | 469.2K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.28% | $3M | 32.0K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.27% | $608,078 | 7.9K | Q3 2025OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.27% | $359,208 | 4.6K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.26% | $318,580 | 4.1K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.26% | $288,862 | 3.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.26% | $4M | 50.2K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.26% | $2M | 23.0K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.26% | $278,440 | 3.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.25% | $3M | 38.1K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 0.24% | $2M | 21.0K | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.24% | $757,833 | 9.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.23% | $2M | 26.0K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.23% | $590,906 | 7.5K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.23% | $1M | 12.8K | Q2 2026 |
| Windward Private Wealth Management Inc.$289M AUM | 0.23% | $664,525 | 8.5K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.23% | $280,473 | 3.6K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.22% | $796,850 | 10.2K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.22% | $416,129 | 5.4K | Q4 2025OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 0.21% | $339,268 | 4.3K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.21% | $215,079 | 2.7K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.21% | $2M | 19.2K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.21% | $414,084 | 5.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.21% | $308M | 3.92M | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.20% | $486,143 | 6.2K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.20% | $536,089 | 6.8K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.20% | $303,548 | 3.9K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.20% | $3M | 37.5K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.20% | $1M | 19.0K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.20% | $2M | 29.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.19% | $11M | 138.8K | Q1 2026OLDER |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 0.18% | $292,714 | 3.5K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.18% | $22M | 286.1K | Q3 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.18% | $1M | 33.8K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.18% | $200,102 | 2.6K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 0.18% | $419,786 | 5.4K | Q2 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.18% | $1M | 17.2K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 0.18% | $324,562 | 4.1K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.17% | $259,657 | 3.3K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.17% | $311,584 | 4.0K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.17% | $313,468 | 4.0K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.17% | $230,877 | 2.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.17% | $29M | 376.2K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.16% | $49M | 625.9K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.16% | $271,456 | 3.5K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.16% | $262,674 | 3.4K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.16% | $373,415 | 4.8K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.16% | $584,856 | 7.5K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.15% | $335,314 | 4.3K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.15% | $332,850 | 4.2K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.15% | $428,248 | 5.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.15% | $5M | 59.5K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.15% | $2M | 27.7K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.15% | $516,274 | 6.6K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.15% | $263,032 | 3.4K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.14% | $817,775 | 10.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.14% | $1M | 13.0K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.14% | $4M | 46.5K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.14% | $227,260 | 2.7K | Q2 2026 |
| One Capital Management, LLC$3.6B AUM | 0.14% | $5M | 65.1K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.14% | $305,956 | 3.9K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.14% | $258,020 | 3.3K | Q4 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.14% | $521,662 | 6.7K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.14% | $992,098 | 12.7K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.14% | $2M | 25.3K | Q4 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.14% | $406,007 | 5.2K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.13% | $246,348 | 3.2K | Q3 2025OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.13% | $202,201 | 2.6K | Q3 2025OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.13% | $805,166 | 10.3K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.13% | $1M | 17.3K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.13% | $148,979 | 1.9K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 0.13% | $259,322 | 3.3K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.13% | $151,624 | 1.8K | Q2 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.13% | $7M | 84.1K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.12% | $3M | 36.0K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.12% | $8M | 100.3K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.12% | $2M | 19.6K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.12% | $139,288 | 1.8K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.12% | $2M | 26.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.12% | $5M | 64.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.12% | $11M | 135.5K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.12% | $953,852 | 12.3K | Q4 2025OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.12% | $272,475 | 3.5K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.12% | $1M | 15.2K | Q2 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.11% | $261,497 | 3.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.11% | $101M | 1.28M | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.11% | $3M | 34.4K | Q2 2026 |
| Note Advisors, LLC$200M AUM | 0.11% | $217,196 | 2.8K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.11% | $3M | 36.9K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.11% | $397,442 | 5.1K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.11% | $847,377 | 10.8K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.11% | $659,085 | 8.6K | Q3 2025OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.11% | $437,110 | 5.6K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.10% | $508,097 | 6.5K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 0.10% | $239,072 | 3.0K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.10% | $478,928 | 6.1K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.10% | $1M | 18.6K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 0.10% | $714,575 | 9.1K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.10% | $4M | 46.1K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 0.10% | $481,516 | 6.1K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.10% | $266,593 | 3.4K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.10% | $2M | 28.3K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.10% | $525,347 | 6.7K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.10% | $187,400 | 2.4K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.10% | $1M | 18.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.10% | $1M | 15.6K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.10% | $2M | 19.3K | Q2 2026 |
| Integrated Capital Management, LLC$237M AUM | 0.10% | $233,175 | 3.0K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.10% | $235,341 | 3.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.10% | $2M | 30.6K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.10% | $1M | 13.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.10% | $6M | 71.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.10% | $1M | 16.6K | Q2 2026 |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.10% | $413,221 | 5.3K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.09% | $165,486 | 2.2K | Q3 2025OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.09% | $216,454 | 2.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $89M | 1.13M | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $3M | 32.5K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.09% | $830,754 | 10.6K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.09% | $367,661 | 4.4K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.09% | $759,009 | 9.7K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.09% | $2M | 21.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.09% | $16M | 200.8K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.09% | $159,643 | 2.0K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.09% | $1M | 14.8K | Q2 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.09% | $453,401 | 5.9K | Q3 2025OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.09% | $4M | 52.3K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.08% | $2M | 21.0K | Q2 2026 |
| TRUEFG, LLC$377M AUM | 0.08% | $311,873 | 4.0K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 0.08% | $481,670 | 6.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.08% | $17M | 212.8K | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.08% | $539,282 | 6.9K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.08% | $3M | 35.8K | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.08% | $14M | 175.4K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.08% | $318,940 | 4.1K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.08% | $275,062 | 3.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 46.2K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.07% | $2M | 27.3K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.07% | $439,488 | 5.6K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.07% | $353,679 | 4.3K | Q2 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.07% | $4M | 48.7K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.07% | $127,887 | 1.6K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $352,994 | 4.5K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.07% | $2M | 22.4K | Q3 2025OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.07% | $731,968 | 9.3K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.07% | $5M | 64.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.07% | $6M | 70.8K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 0.07% | $226,578 | 2.9K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.07% | $401,811 | 5.3K | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.07% | $197,750 | 2.5K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.07% | $573,961 | 7.3K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.07% | $260,008 | 3.3K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.07% | $2M | 26.8K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.07% | $631,750 | 8.1K | Q1 2026OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.07% | $225,194 | 2.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $8M | 103.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 50.1K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.06% | $494,922 | 6.3K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.06% | $1M | 14.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.06% | $5M | 69.3K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.06% | $417,925 | 5.3K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.06% | $2M | 23.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.06% | $3M | 39.8K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.06% | $3M | 33.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $3M | 33.0K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.06% | $367,166 | 4.8K | Q3 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.06% | $5M | 68.8K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.06% | $546,681 | 7.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $55M | 701.3K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.06% | $206,609 | 5.1K | Q4 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.06% | $1M | 15.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.06% | $2M | 21.3K | Q4 2025OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.06% | $229,101 | 3.0K | Q4 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 0.06% | $365,523 | 4.4K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 40.0K | Q4 2025OLDER |
| Bravera Wealth$222M AUM | 0.05% | $121,379 | 1.5K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.05% | $585,972 | 7.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.05% | $37M | 491.4K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.05% | $1M | 15.8K | Q4 2025OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.05% | $430,957 | 5.6K | Q3 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.05% | $365,783 | 4.7K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.05% | $729,264 | 9.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 21.2K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.05% | $59,035 | 753 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.05% | $477,909 | 6.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $8M | 98.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.05% | $274,749 | 3.5K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.05% | $3M | 43.5K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.05% | $62,885 | 802 | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.05% | $75,274 | 960 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $12M | 152.3K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.05% | $132,827 | 1.7K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.05% | $126,794 | 1.7K | Q3 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.05% | $655,037 | 8.4K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.05% | $67,041 | 855 | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.05% | $51,986 | 663 | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.05% | $126,632 | 1.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.05% | $249M | 3.17M | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.05% | $363,575 | 4.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $6M | 77.7K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.05% | $346,259 | 4.4K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.05% | $429,751 | 5.5K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.05% | $3M | 37.5K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.04% | $1M | 18.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.04% | $805,505 | 10.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.04% | $24M | 302.9K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.04% | $104,431 | 1.3K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.04% | $207,762 | 2.6K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.04% | $364,404 | 4.6K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.04% | $211,215 | 2.8K | Q3 2025OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.04% | $926,611 | 11.8K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.04% | $640,775 | 8.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.04% | $29M | 367.7K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.04% | $3M | 42.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 40.5K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.04% | $12M | 149.0K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $239,179 | 3.1K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.04% | $1M | 16.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $8M | 95.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 50.3K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.04% | $197,862 | 2.5K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.04% | $312,708 | 3.8K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 33.6K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.04% | $44,694 | 570 | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 15.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.04% | $42M | 539.2K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.04% | $39,205 | 500 | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.04% | $396,761 | 5.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $10M | 131.3K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.04% | $7M | 94.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.04% | $3M | 34.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $12M | 152.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 19.8K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.04% | $138,499 | 1.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 42.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $605,499 | 7.7K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.03% | $86,384 | 1.1K | Q2 2026 |
| River Wealth Advisors LLC$871M AUM | 0.03% | $297,367 | 3.9K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $56M | 720.2K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.03% | $1M | 13.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.03% | $2M | 20.2K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.03% | $66,896 | 853 | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.03% | $353,260 | 4.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.03% | $10M | 122.4K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.03% | $557,143 | 7.1K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.03% | $638,022 | 8.1K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.03% | $711,701 | 9.1K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.03% | $32 | 413 | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.03% | $301,800 | 3.8K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $1M | 15.3K | Q4 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.03% | $222,810 | 2.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $857,727 | 11.3K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.03% | $189,203 | 2.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $4M | 50.1K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.03% | $50,653 | 646 | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 28.7K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.03% | $711,306 | 8.6K | Q2 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.03% | $482,169 | 5.9K | Q2 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.03% | $2M | 27.6K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.03% | $217,084 | 2.8K | Q4 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.03% | $92,412 | 1.1K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.03% | $499,080 | 6.4K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.03% | $1M | 13.4K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.03% | $76,607 | 977 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 19.9K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.03% | $263,087 | 3.4K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.03% | $348,937 | 4.5K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $528,710 | 7.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $238M | 3.04M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 13.1K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.03% | $62,101 | 792 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.03% | $218,137 | 2.8K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.03% | $2M | 19.6K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.03% | $165,524 | 2.1K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.03% | $68,609 | 875 | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.03% | $85,388 | 1.1K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.03% | $39,519 | 504 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.03% | $1M | 18.4K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $452,906 | 5.8K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $205,701 | 2.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.03% | $281,962 | 3.6K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.02% | $443,801 | 5.7K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.02% | $294,856 | 3.6K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $1M | 13.3K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 28.5K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.02% | $31,529 | 393 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $80,335 | 976 | Q2 2026 |
| Align Financial, LLC$176M AUM | 0.02% | $41,871 | 534 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 24.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 213.1K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.02% | $290,117 | 3.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 23.3K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $554,672 | 7.1K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.02% | $53,946 | 688 | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.02% | $204,463 | 2.6K | Q4 2025OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.02% | $25,954 | 331 | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.02% | $373,389 | 4.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $39M | 496.9K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.02% | $499,656 | 6.4K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $321,763 | 3.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $421,141 | 5.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $13M | 160.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $15M | 190.7K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $631,201 | 8.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $16M | 206.2K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $116M | 1.48M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 58.9K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.02% | $969,083 | 12.4K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $28,933 | 369 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 65.8K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.02% | $2M | 21.1K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.02% | $60,629 | 782 | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.02% | $90,878 | 1.2K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.02% | $243,433 | 3.2K | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $1M | 18.3K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.02% | $1M | 18.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 26.5K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $48,928 | 624 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $4M | 50.9K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $27,444 | 350 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.02% | $366M | 4.67M | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 15.0K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.02% | $140,040 | 1.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 61.0K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.02% | $4M | 48.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $973,382 | 12.4K | Q1 2026OLDER |
| Donor Advised Charitable Giving, Inc.$3.9B AUM | 0.02% | $722,391 | 9.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $20M | 250.7K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.02% | $375,928 | 4.9K | Q3 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.02% | $145,906 | 1.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 86.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $67M | 848.8K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $4M | 47.7K | Q3 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.02% | $232,094 | 3.0K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $277,255 | 3.5K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $536,170 | 6.8K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.02% | $35,363 | 451 | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.02% | $589,565 | 7.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.02% | $148,011 | 1.9K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $244,762 | 3.2K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 33.9K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.02% | $1M | 13.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.