ISHARES TR
CUSIP 464288307
Ishares Tr has 401 institutional holders in Filings Flow’s 13F database, together reporting 25.49M shares worth $2.0B as of Q1 2026. The largest reported holders are Vantagepoint Investment Advisers LLC, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
401
Q1 2026
Reported Value
$2.0B
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 |
|---|---|---|---|---|
| Cosner Financial Group, LLC$182M AUM | 11.83% | $22M | 273.5K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 11.58% | $14M | 169.5K | Q3 2025OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 6.71% | $13M | 157.0K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 6.00% | $11M | 145.7K | Q1 2026OLDER |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 5.76% | $24M | 243.5K | Q2 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 5.11% | $21M | 260.4K | Q1 2026OLDER |
| OxenFree Capital LLC$218M AUM | 4.95% | $11M | 111.4K | Q2 2026 |
| Cornerstone Planning Group LLC$749M AUM | 4.57% | $34M | 382.5K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 4.52% | $7M | 88.4K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 4.44% | $6M | 80.5K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 4.18% | $34M | 432.0K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 3.68% | $8M | 101.9K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 3.09% | $8M | 93.4K | Q3 2025OLDER |
| Rockport Wealth LLC$549M AUM | 3.02% | $17M | 210.4K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 2.95% | $26M | 263.6K | Q2 2026 |
| Tandem Financial, LLC$314M AUM | 2.69% | $8M | 107.5K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 2.42% | $4M | 56.6K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 2.34% | $17M | 220.4K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 2.22% | $10M | 133.1K | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 2.02% | $18M | 230.0K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.01% | $237M | 3.01M | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 2.00% | $4M | 52.8K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.96% | $19M | 244.3K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 1.93% | $10M | 115.0K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 1.90% | $4M | 55.5K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 1.82% | $3M | 37.9K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.78% | $2M | 26.2K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 1.69% | $3M | 40.6K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.68% | $5M | 65.7K | Q1 2026OLDER |
| Chaney Capital Management, Inc.$284M AUM | 1.65% | $5M | 59.3K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 1.61% | $5M | 59.6K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 1.52% | $3M | 38.9K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.52% | $13M | 161.3K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 1.46% | $13M | 165.1K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 1.32% | $6M | 77.6K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 1.31% | $6M | 77.5K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.26% | $3M | 31.2K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.20% | $5M | 58.3K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 1.18% | $1M | 17.2K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 1.16% | $2M | 19.6K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 1.06% | $1M | 17.6K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 1.00% | $6M | 70.5K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.93% | $3M | 36.9K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.86% | $1M | 17.0K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.83% | $923,182 | 11.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.80% | $31M | 310.6K | Q2 2026 |
| Virtus Wealth Solutions LLC$525M AUM | 0.79% | $4M | 52.8K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 0.78% | $3M | 30.7K | Q3 2025OLDER |
| Family Legacy, Inc.$333M AUM | 0.76% | $3M | 32.2K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 0.74% | $2M | 26.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.73% | $12M | 152.7K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.70% | $3M | 33.9K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.69% | $8M | 97.9K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.68% | $1M | 17.8K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.67% | $16M | 203.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.64% | $23M | 289.3K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.63% | $5M | 57.4K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.62% | $769,898 | 9.8K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.60% | $963,792 | 9.8K | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.56% | $11M | 138.7K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.55% | $2M | 21.1K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.52% | $805,581 | 10.2K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.50% | $1M | 13.2K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.49% | $23M | 291.6K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.49% | $2M | 22.1K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.46% | $3M | 43.4K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 0.46% | $718,560 | 9.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.46% | $1M | 15.3K | Q2 2026 |
| Michels Family Financial, LLC$139M AUM | 0.46% | $633,833 | 8.0K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.45% | $2M | 20.7K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.45% | $2M | 31.2K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.43% | $5M | 62.0K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.42% | $899,228 | 11.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.39% | $560,291 | 7.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.39% | $3M | 31.8K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.37% | $3M | 42.6K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.36% | $732,556 | 9.3K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.35% | $1M | 15.1K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 0.35% | $708,930 | 9.0K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.33% | $465,948 | 5.9K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.33% | $740,202 | 9.4K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.32% | $2M | 22.2K | Q2 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.32% | $544,050 | 6.8K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.31% | $913,758 | 11.6K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.31% | $317,379 | 4.0K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.30% | $1M | 10.7K | Q2 2026 |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.29% | $370,219 | 4.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.28% | $10M | 129.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.27% | $815,335 | 10.4K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.27% | $2M | 31.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.27% | $3M | 32.0K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.27% | $649,459 | 8.2K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.26% | $11M | 139.7K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.25% | $2M | 22.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.24% | $2M | 25.1K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.24% | $4M | 52.0K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.23% | $520,987 | 6.6K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.23% | $293,418 | 3.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.21% | $2M | 29.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.20% | $3M | 35.8K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.20% | $467,373 | 5.5K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.19% | $222,952 | 2.8K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.19% | $786,266 | 9.5K | Q3 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.19% | $4M | 51.6K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.19% | $360,767 | 4.6K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.19% | $1M | 18.7K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.18% | $850,448 | 10.8K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.17% | $482,892 | 6.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.17% | $2M | 25.3K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.17% | $485,511 | 6.2K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.17% | $8M | 107.0K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.16% | $230,259 | 2.9K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.16% | $2M | 22.3K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.16% | $1M | 13.7K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 0.16% | $361,391 | 4.6K | Q1 2026OLDER |
| Northern Capital Management, Inc.$199M AUM | 0.15% | $305,628 | 3.9K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.14% | $191,616 | 2.4K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.14% | $632,917 | 8.0K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.13% | $842,445 | 10.7K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.13% | $378,096 | 4.8K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.13% | $2M | 19.4K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 0.13% | $213,036 | 2.7K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.13% | $389,912 | 5.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.12% | $11M | 137.2K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.12% | $249,701 | 3.2K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.12% | $267,019 | 3.4K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.11% | $886,714 | 11.3K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.11% | $399,145 | 5.1K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.11% | $543,058 | 5.5K | Q2 2026 |
| TAGStone Capital, Inc.$283M AUM | 0.11% | $304,466 | 3.9K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.11% | $298,223 | 3.8K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.11% | $640,760 | 6.5K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.11% | $17M | 206.8K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.10% | $214,254 | 2.7K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.10% | $224,656 | 2.7K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.09% | $328,292 | 4.1K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.09% | $207,084 | 2.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.09% | $1M | 15.7K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.09% | $2M | 25.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.09% | $607,378 | 1.6K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.09% | $5M | 58.3K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.09% | $200,297 | 2.4K | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.09% | $2M | 26.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.09% | $343,110 | 4.0K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.08% | $368,579 | 4.7K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.08% | $469,075 | 6.0K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.08% | $354,465 | 4.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.08% | $413,301 | 5.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $74M | 943.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.08% | $6M | 80.2K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.08% | $1M | 17.7K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.08% | $2M | 21.5K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.07% | $1M | 10.9K | Q2 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.07% | $272,338 | 3.3K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.07% | $274,908 | 3.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 20.1K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.07% | $259,178 | 2.6K | Q2 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.07% | $628,510 | 8.0K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.07% | $266,702 | 3.4K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.06% | $237,518 | 2.9K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $45M | 574.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.06% | $404,625 | 5.1K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.06% | $660,348 | 8.4K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.06% | $492,155 | 6.2K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.06% | $2M | 17.9K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.06% | $164,944 | 2.1K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.06% | $359,445 | 4.6K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.06% | $364,705 | 4.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.06% | $2M | 18.8K | Q2 2026 |
| High Falls Advisors, Inc$494M AUM | 0.06% | $279,653 | 3.5K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $460,379 | 5.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $38M | 484.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $205M | 2.60M | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.05% | $204,005 | 2.5K | Q3 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.05% | $340,362 | 4.3K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 0.05% | $57,423 | 729 | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.05% | $953,050 | 11.5K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.05% | $2M | 19.8K | Q4 2025OLDER |
| Carrera Capital Advisors$649M AUM | 0.05% | $336,821 | 4.3K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $749,763 | 9.5K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.05% | $283,099 | 3.6K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.05% | $241,888 | 3.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $941,376 | 12.0K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.05% | $202,597 | 2.6K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.04% | $343,122 | 4.4K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.04% | $169,198 | 2.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.04% | $38M | 477.2K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.04% | $122,125 | 1.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $268,208 | 3.4K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.04% | $616,848 | 7.8K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.04% | $137,926 | 1.8K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $704,786 | 8.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $65M | 827.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 99.5K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $317,633 | 4.0K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.04% | $225,676 | 2.9K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.04% | $457,193 | 4.7K | Q2 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.04% | $132,081 | 1.7K | Q4 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.04% | $138,005 | 1.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $755,541 | 9.6K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.03% | $123,283 | 1.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 29.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $416,615 | 5.3K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.03% | $46,632 | 592 | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 30.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 54.6K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.03% | $2M | 22.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $852,843 | 10.8K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $821,528 | 10.4K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $377,700 | 3.8K | Q2 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.03% | $345,406 | 4.4K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $550,366 | 7.0K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.03% | $323,569 | 4.1K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $232,480 | 2.4K | Q2 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $310,826 | 3.9K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.03% | $30,610 | 370 | Q3 2025OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.03% | $29,982 | 305 | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $441 | 5.5K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 72.1K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.03% | $46,544 | 591 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $7M | 92.6K | Q2 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.03% | $77,195 | 980 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $280,523 | 3.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $1M | 18.0K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $81M | 1.02M | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $1M | 16.0K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.02% | $264,667 | 3.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $9M | 116.4K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $628,801 | 8.0K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.02% | $57,581 | 731 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 11.6K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 71.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $24,655 | 313 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 54.2K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.02% | $22,607 | 287 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $671,312 | 8.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 32.2K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $291,919 | 3.4K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 12.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $365,137 | 4.6K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.02% | $42,237 | 536 | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.02% | $856,866 | 10.9K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.02% | $197,870 | 2.5K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.02% | $302,477 | 3.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $20,323 | 258 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $981,423 | 12.3K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $311,283 | 4.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $75M | 931.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 13.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $700,186 | 8.9K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.02% | $69,948 | 888 | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.02% | $239,776 | 3.0K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 17.4K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $17,329 | 220 | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.01% | $228,014 | 2.8K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $72,208 | 905 | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.01% | $40,173 | 510 | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.01% | $294,900 | 3.0K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $661,043 | 8.4K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $355,256 | 3.6K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 17.8K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.01% | $31,508 | 400 | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $282,713 | 3.5K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $557,221 | 7.1K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $236,310 | 3.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $400,005 | 5.1K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $41,812 | 531 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $41,812 | 531 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 53.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $720,633 | 9.1K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $274,671 | 3.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 107.6K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $85,908 | 1.1K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $895,304 | 11.4K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $255,187 | 2.6K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $388,267 | 4.0K | Q2 2026 |
| Granite Investment Partners, LLC$1.6B AUM | 0.01% | $174,068 | 2.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 13.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $502,001 | 6.4K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.01% | $306,763 | 3.7K | Q3 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $978,770 | 12.4K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.01% | $23,631 | 300 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 42.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 55.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $348,400 | 4.4K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $81,448 | 1.0K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $221,708 | 2.8K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $130,128 | 1.7K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $60,810 | 772 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $233,427 | 3.1K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $26,601 | 338 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $603,219 | 7.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $743,903 | 9.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 18.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $484,507 | 6.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $665,066 | 8.0K | Q3 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $1M | 17.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $231,741 | 2.9K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $293,195 | 3.5K | Q3 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $18,363 | 230 | Q4 2025OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.01% | $60,968 | 774 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $21,834 | 222 | Q2 2026 |
| Avalon Trust Co$1.5B AUM | 0.01% | $94,524 | 1.2K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.01% | $29,933 | 380 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $421,291 | 5.1K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $33M | 413.7K | Q2 2026 |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.01% | $6,144 | 78 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $155,939 | 2.0K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $440,876 | 5.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $92M | 1.15M | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $442,215 | 5.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $128,159 | 1.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $35M | 448.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 14.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $222,478 | 2.8K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.01% | $57,073 | 725 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $292,525 | 3.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $202,033 | 12.4K | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $8,035 | 102 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 37.7K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $696,142 | 8.8K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $186,842 | 2.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $58,293 | 705 | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $875,450 | 11.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $945,244 | 11.8K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $21M | 269.4K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $4,753 | 57 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $41,117 | 513 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 162.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $45M | 567.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $259,957 | 3.3K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $14,371 | 180 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 26.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $248,756 | 3.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $609,433 | 7.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $383,610 | 4.9K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $23,395 | 297 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $306,415 | 3.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 33.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $39,641 | 497 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $28,866 | 366 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 49.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $145,567 | 1.8K | Q2 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $28,743 | 360 | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $423,625 | 5.4K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $4,254 | 54 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $274,041 | 3.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $49,355 | 618 | Q4 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $22,515 | 282 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $47,377 | 594 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1M | 16.7K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $12,055 | 151 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $28,199 | 358 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $258,052 | 3.3K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $11,894 | 121 | Q2 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 18.9K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $13,470 | 171 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $43,324 | 550 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $961,502 | 12.2K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $33,083 | 420 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $36,262 | 460 | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.00% | $3,149 | 40 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $898,620 | 11.4K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $6,853 | 87 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 38.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $251,853 | 3.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $7,562 | 96 | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $9,581 | 120 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $36,077 | 458 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $3,983 | 51 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $742,006 | 9.4K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $3,781 | 48 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $236,799 | 3.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 20.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $186,527 | 2.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $979,067 | 12.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $373,921 | 4.7K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $7,877 | 100 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $668,769 | 8.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $205,987 | 2.6K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $9,294 | 118 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $210,710 | 2.7K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.00% | $2,363 | 30 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $16,568 | 210 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 14.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $342,072 | 4.3K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $4,963 | 63 | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $535,951 | 6.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $35,336 | 400 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 91.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $341,468 | 4.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $4,834 | 61 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $251,906 | 3.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $64,041 | 813 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $21,823 | 222 | Q2 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $5,019 | 64 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $3,822 | 49 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 26.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 26.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,103 | 14 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $19,344 | 240 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $394 | 5 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $510,036 | 6.5K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,769 | 18 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 14.1K | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $34,377 | 436 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $68,312 | 867 | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $394 | 5 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $220,254 | 2.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 18.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,726 | 60 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $61,901 | 786 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $544,064 | 6.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $16,542 | 210 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $2,994 | 38 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,654 | 21 | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.00% | $79 | 1 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $92,949 | 1.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $75,304 | 956 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $1,418 | 18 | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.00% | $64 | 1 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $79 | 1 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $56 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.