ISHARES TR
CUSIP 464288372
Ishares Tr has 403 institutional holders in Filings Flow’s 13F database, together reporting 112.13M shares worth $7.5B as of Q1 2026. The largest reported holders are Northern Trust Corp, Blackrock, Inc., and Lpl Financial LLC.
Institutional Holders
403
Q1 2026
Reported Value
$7.5B
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 |
|---|---|---|---|---|
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 8.61% | $20M | 296.2K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 5.60% | $14M | 209.2K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 5.29% | $23M | 349.0K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 4.76% | $6M | 90.7K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 3.68% | $4M | 55.6K | Q1 2026OLDER |
| ARRIEN INVESTMENTS, INC.$184M AUM | 3.48% | $6M | 95.7K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 2.88% | $179M | 2.67M | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 2.62% | $7M | 108.2K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 2.60% | $11M | 185.8K | Q3 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 2.45% | $19M | 284.3K | Q1 2026OLDER |
| American Family Investments, Inc.$3.8B AUM | 2.42% | $92M | 1.37M | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 2.26% | $5M | 76.9K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 2.26% | $162M | 2.42M | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 2.18% | $5M | 74.7K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 2.14% | $5M | 77.2K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 2.06% | $14M | 212.1K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 1.85% | $48M | 709.9K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 1.28% | $10M | 145.8K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.18% | $2M | 26.1K | Q2 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 1.14% | $17M | 252.8K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.13% | $2M | 32.2K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.08% | $4M | 70.4K | Q3 2025OLDER |
| NEPC LLC$5.0B AUM | 1.04% | $52M | 781.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.99% | $249M | 3.72M | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.93% | $5M | 88.1K | Q3 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.92% | $13M | 188.3K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.86% | $1M | 16.8K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.84% | $39M | 577.7K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.84% | $3M | 42.3K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.82% | $1M | 19.0K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.81% | $4M | 60.0K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.78% | $3M | 44.5K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 0.64% | $1M | 17.9K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.59% | $662,295 | 9.9K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.57% | $2M | 25.4K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.55% | $1M | 22.4K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.53% | $9M | 148.0K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.52% | $69M | 1.03M | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.52% | $636,194 | 9.5K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.52% | $8M | 119.1K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.51% | $9M | 140.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.48% | $22M | 331.5K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 0.48% | $990,489 | 14.8K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.45% | $24M | 356.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.45% | $691,976 | 10.3K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.40% | $7M | 111.5K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.40% | $10M | 161.2K | Q3 2025OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.38% | $1M | 16.6K | Q2 2026 |
| VestGen Investment Management$181M AUM | 0.37% | $660,847 | 10.8K | Q4 2025OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.36% | $627,656 | 9.4K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.33% | $1M | 17.8K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.33% | $897,521 | 13.4K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.33% | $539,994 | 8.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.32% | $2M | 26.3K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.31% | $2.3B | 35.02M | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.31% | $924,236 | 13.8K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.30% | $3M | 46.3K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.30% | $102M | 1.52M | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.27% | $1M | 17.9K | Q2 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.26% | $2M | 24.8K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.25% | $543,418 | 8.9K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.25% | $45M | 669.9K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.25% | $520,456 | 8.5K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.25% | $202M | 3.02M | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.24% | $1M | 19.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.24% | $30M | 452.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.24% | $5M | 79.6K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.24% | $2M | 35.5K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.23% | $3M | 38.3K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.22% | $6M | 92.2K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.22% | $384,941 | 5.7K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.22% | $323,803 | 5.3K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.22% | $12M | 182.1K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 0.22% | $244,000 | 4.0K | Q4 2025OLDER |
| Brio Consultants, LLC$818M AUM | 0.21% | $2M | 24.7K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.20% | $330,109 | 4.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.20% | $8M | 125.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.19% | $725M | 10.82M | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.19% | $308,090 | 4.6K | Q2 2026 |
| Lee Financial Co$709M AUM | 0.19% | $1M | 19.8K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.18% | $291,718 | 4.4K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.18% | $358,747 | 5.2K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.18% | $758,440 | 11.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.18% | $96M | 1.44M | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.18% | $3M | 49.1K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.18% | $389,270 | 5.8K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.17% | $224,123 | 3.3K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.17% | $35M | 526.1K | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 0.17% | $4M | 59.0K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.17% | $5M | 74.5K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.17% | $559,651 | 8.4K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.16% | $288,896 | 5.1K | Q3 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.16% | $759,637 | 12.4K | Q2 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.16% | $274,171 | 4.1K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.15% | $142M | 2.14M | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.15% | $248,020 | 4.0K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.15% | $10M | 151.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.15% | $125M | 1.86M | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.14% | $3M | 46.6K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.14% | $2M | 28.4K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.14% | $439,989 | 6.6K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.14% | $285,889 | 4.3K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 0.14% | $478,849 | 7.1K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.14% | $606,417 | 9.1K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.13% | $291,316 | 4.3K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.13% | $492,468 | 7.4K | Q2 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.13% | $15M | 229.8K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.13% | $285,152 | 4.3K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.12% | $583,055 | 8.7K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 0.12% | $1M | 17.7K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.12% | $130M | 1.93M | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.12% | $5M | 81.8K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.12% | $514,322 | 8.4K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.11% | $7M | 105.4K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.11% | $315,684 | 4.7K | Q2 2026 |
| AWM CAPITAL, LLC$1.1B AUM | 0.11% | $1M | 17.5K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.11% | $5M | 69.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.11% | $264,114 | 3.9K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.10% | $620,755 | 9.3K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.10% | $224,048 | 3.3K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.10% | $781,220 | 11.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.09% | $2M | 37.2K | Q2 2026 |
| Argent Advisors, Inc.$366M AUM | 0.09% | $345,050 | 5.2K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.09% | $191,151 | 2.9K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.09% | $696,532 | 10.4K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.09% | $2M | 24.8K | Q1 2026OLDER |
| GFG Capital, LLC$313M AUM | 0.09% | $249,122 | 4.1K | Q4 2025OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.09% | $287,631 | 4.7K | Q4 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.09% | $4M | 63.3K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.08% | $921,995 | 15.0K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.08% | $5M | 75.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.08% | $3M | 45.5K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.08% | $273,161 | 4.1K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.08% | $499,351 | 7.5K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.08% | $815,341 | 13.3K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.07% | $42M | 628.2K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.07% | $225,437 | 3.7K | Q4 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.07% | $95,944 | 1.4K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.07% | $3M | 46.0K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.07% | $137,350 | 2.0K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.07% | $748,592 | 12.2K | Q4 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.07% | $183,714 | 2.7K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 0.07% | $149,462 | 2.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $754,018 | 11.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.07% | $205,388 | 3.1K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.07% | $284,010 | 4.2K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.06% | $650,356 | 9.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.06% | $74M | 1.10M | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.06% | $697,115 | 10.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $6M | 84.1K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.06% | $276,241 | 4.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.06% | $3M | 37.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.06% | $1M | 15.9K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.06% | $637,840 | 9.5K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.06% | $375,401 | 5.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.06% | $4M | 60.3K | Q2 2026 |
| SVB WEALTH LLC$1.5B AUM | 0.05% | $808,958 | 12.1K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.05% | $260,094 | 3.9K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.05% | $288,971 | 4.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $10M | 143.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.05% | $3M | 42.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 37.1K | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.05% | $378,944 | 6.2K | Q3 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.05% | $4M | 64.2K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.05% | $282,924 | 4.6K | Q3 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.05% | $1M | 18.7K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.05% | $34M | 510.0K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.05% | $181,302 | 2.7K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.04% | $626,039 | 9.4K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.04% | $26M | 420.1K | Q4 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.04% | $671,373 | 10.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $7M | 105.8K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.04% | $217,587 | 3.6K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $4M | 55.7K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.04% | $612,839 | 9.9K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.04% | $3M | 41.8K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.04% | $5M | 81.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 71.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.04% | $4M | 60.6K | Q1 2026OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.04% | $406,422 | 6.1K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.04% | $5M | 77.8K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.04% | $281,400 | 4.2K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.04% | $1M | 19.8K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.04% | $4M | 65.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $3M | 40.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.03% | $9M | 137.1K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.03% | $214,502 | 3.2K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $2M | 22.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.03% | $54M | 810.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $837,433 | 12.5K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $387,818 | 5.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $731,668 | 12.0K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 21.8K | Q2 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $285,625 | 4.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $21M | 320.8K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.03% | $217,026 | 3.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $375,870 | 5.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 26.4K | Q4 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.03% | $253,997 | 3.8K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.03% | $111,823 | 1.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $997,228 | 14.9K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.03% | $961,182 | 14.3K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.03% | $670,735 | 10.0K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.03% | $2M | 24.6K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.03% | $224,785 | 3.4K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $310,181 | 4.6K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.03% | $233,009 | 3.8K | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 0.02% | $109,411 | 1.6K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.02% | $343,127 | 5.2K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $3M | 38.8K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $46M | 688.5K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $572,588 | 8.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $356,044 | 5.3K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $127,434 | 1.9K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.02% | $36,917 | 551 | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.02% | $217,147 | 3.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $694,650 | 11.2K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $28,810 | 430 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $722,327 | 10.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 17.9K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.02% | $381,900 | 5.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $495,184 | 7.4K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $586,141 | 9.6K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 62.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.2B | 17.43M | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $349,918 | 5.2K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $351,793 | 5.3K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 0.02% | $469,000 | 7.0K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $4M | 61.2K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $988,920 | 14.8K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $36,850 | 550 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $63,382 | 946 | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $221,435 | 3.3K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $264,707 | 4.3K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 53.6K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.02% | $26,098 | 427 | Q3 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $50,116 | 748 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 64.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $450,174 | 7.3K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $794,629 | 11.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $276,220 | 4.1K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.02% | $59,012 | 962 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.02% | $126,027 | 1.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $14M | 209.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $201,335 | 3.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 46.3K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $214,400 | 3.2K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.01% | $496,984 | 8.1K | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $607,566 | 9.9K | Q3 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.01% | $372,210 | 6.1K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $53M | 786.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $361,826 | 5.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 79.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 57.0K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 17.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $451,720 | 6.7K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.01% | $23,115 | 345 | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $428,130 | 6.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 183.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $266,620 | 4.0K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $54,688 | 816 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $674,200 | 10.1K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $266,611 | 4.3K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $206,904 | 3.1K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $535,102 | 8.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $12M | 174.5K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $416,500 | 6.8K | Q4 2025OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.01% | $12,102 | 198 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $72M | 1.17M | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $995,504 | 14.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $568,991 | 9.3K | Q4 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $929,089 | 13.9K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.01% | $27,125 | 405 | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.01% | $11,390 | 170 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 443.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 24.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $25,932 | 387 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 94.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $273,959 | 4.1K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $301,698 | 4.5K | Q2 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 41.5K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.01% | $31,162 | 465 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $46M | 683.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $236,242 | 3.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $87,745 | 1.4K | Q4 2025OLDER |
| Legacy Bridge, LLC$262M AUM | 0.01% | $21,239 | 317 | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.01% | $20,395 | 303 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $43M | 638.5K | Q2 2026 |
| ORG Partners LLC$568M AUM | 0.01% | $45,587 | 743 | Q4 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $957,144 | 14.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $573,107 | 8.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 18.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $15M | 225.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $398,594 | 5.9K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.01% | $544,643 | 8.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $613,448 | 9.2K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.01% | $18,972 | 283 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $1M | 19.9K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.01% | $29,291 | 437 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $100,299 | 1.5K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $184,910 | 2.8K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.01% | $55,715 | 908 | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 21.5K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 45.8K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.01% | $357,422 | 5.8K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $836,093 | 12.5K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $7,870 | 129 | Q3 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $840,644 | 13.8K | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $77,519 | 1.2K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $20,100 | 300 | Q2 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.01% | $5M | 72.6K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $216,675 | 3.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $545,257 | 8.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $218,033 | 3.6K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $709,502 | 10.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $35M | 524.1K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $946,978 | 14.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $175,624 | 2.6K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $142,512 | 2.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $449,054 | 6.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $328,903 | 4.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $22M | 321.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $405,082 | 6.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $203,479 | 3.0K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $18,894 | 282 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 47.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 22.1K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.00% | $22,580 | 368 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7M | 105.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $24M | 363.7K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $12,214 | 200 | Q3 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $5M | 73.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 21.2K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $22,515 | 368 | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $326,759 | 4.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 28.1K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $251,920 | 3.8K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $334,471 | 5.5K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10M | 152.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $63M | 1.02M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $32M | 483.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 38.0K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $555,966 | 8.3K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $256,069 | 3.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $48M | 716.1K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.00% | $24,544 | 400 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $120,064 | 1.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $625,088 | 9.3K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $19,506 | 291 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 31.9K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $231,143 | 3.8K | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $33,500 | 500 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $777,858 | 11.6K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $20,100 | 300 | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $5,195 | 85 | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $265,454 | 4.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $754,286 | 11.3K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $8,911 | 133 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $201,000 | 3.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $8M | 125.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $674,019 | 10.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $21M | 340.8K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $27,912 | 416 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 38.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $77,050 | 1.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $36M | 547.0K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $14,539 | 217 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $62,604 | 940 | Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $8,978 | 134 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $297,997 | 4.4K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $250,637 | 3.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $241,857 | 3.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 27.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 43.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $13M | 204.1K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $334,350 | 5.0K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $29,346 | 438 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $380,359 | 5.7K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $4,995 | 75 | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $8,739 | 130 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $5,447 | 81 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $81,180 | 1.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $10,050 | 150 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $337,321 | 5.5K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $67,536 | 1.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $884,667 | 13.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $29M | 437.5K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $333,727 | 5.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $288,703 | 4.3K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $61,372 | 916 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $6,097 | 91 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $70,350 | 1.1K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $206,690 | 3.1K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $4,958 | 74 | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.00% | $1,206 | 18 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $280,665 | 4.2K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $25,280 | 412 | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 30.4K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 31.9K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $14,070 | 210 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $595,630 | 8.9K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $4,288 | 64 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $3,551 | 53 | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $1,834 | 30 | Q3 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $3,423 | 56 | Q3 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $9,246 | 138 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $159,795 | 2.4K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.00% | $5,025 | 75 | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $6,178 | 105 | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $7,211 | 107 | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $1,139 | 17 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 33.9K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $4,824 | 72 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $215,515 | 3.2K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $20,100 | 300 | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.00% | $1,895 | 31 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $4,216 | 62 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $7,090 | 116 | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $6,700 | 100 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $66,799 | 997 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $1,595 | 26 | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $6,469 | 97 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $119,662 | 1.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $871 | 13 | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $1,742 | 26 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $536 | 8 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $45,560 | 680 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $267,397 | 4.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $357,646 | 5.3K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $79,596 | 1.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $5,923 | 88 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $28,371 | 420 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $203,144 | 3.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $391,816 | 5.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $1,541 | 23 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $4,107 | 67 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 18.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $7,425 | 121 | Q4 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $603 | 9 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $522,908 | 7.8K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $3,015 | 45 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $101,858 | 1.7K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $148,625 | 2.2K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,166 | 19 | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $134 | 2 | Q2 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $1,474 | 22 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $182,374 | 2.7K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $856 | 14 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $611 | 10 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $112,560 | 1.7K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,675 | 25 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $2,881 | 43 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $55,007 | 821 | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $34,840 | 520 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $268 | 4 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $552 | 9 | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $61 | 1 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $15,879 | 237 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $917 | 15 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $5,147 | 77 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $8 | 117 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.