ISHARES TR
CUSIP 464288448
Ishares Tr has 598 institutional holders in Filings Flow’s 13F database, together reporting 114.15M shares worth $4.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
598
Q1 2026
Reported Value
$4.4B
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 |
|---|---|---|---|---|
| Gimbal Financial$167M AUM | 9.25% | $15M | 421.3K | Q3 2025OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 7.69% | $13M | 303.4K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 6.23% | $9M | 200.2K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 6.06% | $16M | 365.5K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 5.53% | $14M | 325.4K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 4.92% | $12M | 273.4K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 3.61% | $8M | 193.1K | Q1 2026OLDER |
| Prota Financial, LLC$152M AUM | 3.53% | $5M | 130.4K | Q2 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 3.43% | $52M | 1.23M | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 3.39% | $7M | 171.9K | Q1 2026OLDER |
| Sterling Wealth Advisors Inc$175M AUM | 3.26% | $6M | 129.1K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 3.19% | $12M | 277.7K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 3.08% | $13M | 68.5K | Q4 2025OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 2.76% | $4M | 96.3K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 2.56% | $5M | 107.4K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 2.47% | $5M | 109.0K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 2.42% | $10M | 234.7K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 2.38% | $40M | 932.5K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 2.30% | $22M | 527.4K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 2.16% | $3M | 77.4K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 2.16% | $6M | 147.3K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 2.12% | $4M | 113.0K | Q4 2025OLDER |
| bLong Financial, LLC$132M AUM | 1.98% | $3M | 61.6K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 1.82% | $3M | 59.5K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 1.72% | $4M | 93.3K | Q4 2025OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 1.63% | $2M | 43.9K | Q2 2026 |
| Vantage Financial Partners, LLC$493M AUM | 1.49% | $7M | 185.5K | Q4 2025OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 1.43% | $2M | 51.8K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 1.39% | $10M | 243.4K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 1.33% | $32M | 759.9K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.26% | $4M | 110.0K | Q3 2025OLDER |
| Access Investment Management LLC$376M AUM | 1.21% | $5M | 106.9K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.20% | $7M | 170.0K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 1.20% | $7M | 171.3K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 1.13% | $5M | 119.3K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 1.10% | $4M | 94.5K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.09% | $2M | 50.3K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 1.09% | $5M | 110.3K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 1.07% | $2M | 55.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 1.06% | $3M | 72.4K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 1.03% | $8M | 176.9K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.98% | $2M | 56.0K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.97% | $35M | 828.9K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.95% | $3M | 75.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.92% | $18M | 419.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.92% | $1M | 25.2K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.91% | $4M | 97.4K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 0.91% | $910,699 | 21.4K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 0.86% | $1M | 30.3K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.86% | $12M | 283.0K | Q2 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.84% | $21M | 500.0K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.84% | $848,434 | 19.9K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.83% | $2M | 36.0K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.79% | $2M | 37.4K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.78% | $1M | 34.4K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.76% | $1M | 30.7K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.75% | $864,483 | 20.3K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.75% | $2M | 40.4K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.73% | $3M | 61.5K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 0.72% | $1M | 33.2K | Q4 2025OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.71% | $2M | 47.0K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.70% | $1M | 27.6K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.70% | $5M | 119.9K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.69% | $2M | 57.8K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.68% | $11M | 255.9K | Q2 2026 |
| Alteri Wealth LLC$309M AUM | 0.66% | $2M | 47.6K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.66% | $11M | 267.1K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.66% | $1M | 28.1K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.65% | $4M | 89.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.64% | $6M | 133.0K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.64% | $684,067 | 16.1K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.63% | $2M | 50.4K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.61% | $2M | 35.5K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.61% | $15M | 344.6K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.61% | $893,159 | 21.0K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.60% | $2M | 49.9K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.60% | $3M | 62.9K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.59% | $4M | 88.2K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.59% | $2M | 43.9K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.57% | $3M | 74.9K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.57% | $13M | 299.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.56% | $34M | 807.2K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.56% | $1M | 29.0K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.54% | $6M | 146.6K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.53% | $2M | 53.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.52% | $2M | 47.0K | Q4 2025OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.51% | $667,134 | 15.7K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.50% | $2M | 54.0K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.48% | $1M | 24.8K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.48% | $1M | 27.8K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.48% | $1M | 27.2K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.45% | $618,632 | 14.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.45% | $4M | 95.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.43% | $16M | 364.8K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.42% | $2M | 44.6K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.42% | $8M | 182.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.42% | $20M | 473.9K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.41% | $16M | 374.0K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.41% | $2M | 55.8K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.40% | $4M | 98.9K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.40% | $2M | 37.2K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.40% | $487,112 | 11.4K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.39% | $1M | 33.9K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.38% | $2M | 44.8K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.37% | $940,202 | 22.1K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.37% | $2M | 36.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.36% | $20M | 476.2K | Q2 2026 |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 0.36% | $3M | 77.8K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.36% | $442,009 | 10.7K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.35% | $3M | 80.8K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.35% | $3M | 73.7K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.34% | $2M | 46.7K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.33% | $985,856 | 25.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.32% | $11M | 272.9K | Q2 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.32% | $1M | 28.2K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.32% | $744,941 | 17.5K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.31% | $1M | 31.6K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.31% | $346,014 | 8.1K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.31% | $438,667 | 10.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.31% | $36M | 841.3K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.30% | $702,502 | 16.5K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.30% | $841,198 | 19.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.30% | $2M | 42.7K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.30% | $707,666 | 17.1K | Q2 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.29% | $557,719 | 13.1K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.28% | $569,565 | 13.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.28% | $953,705 | 22.4K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.28% | $844,717 | 19.8K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.28% | $297,920 | 7.0K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.27% | $2M | 40.3K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.27% | $4M | 94.5K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.27% | $1M | 31.5K | Q2 2026 |
| Ignite Planners, LLC$648M AUM | 0.26% | $2M | 40.3K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.25% | $1M | 23.6K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.25% | $1M | 24.2K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.25% | $1M | 30.6K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.24% | $165M | 3.87M | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.24% | $987,559 | 23.2K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.24% | $3M | 69.5K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.24% | $2M | 43.6K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.23% | $859,755 | 20.2K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.23% | $1M | 31.7K | Q3 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.23% | $2M | 54.2K | Q2 2026 |
| Curbstone Financial Management Corp$523M AUM | 0.22% | $1M | 27.0K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.22% | $861,834 | 20.3K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.21% | $683,471 | 16.1K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.20% | $2M | 58.7K | Q2 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.20% | $263,489 | 6.2K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.20% | $2M | 42.0K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.20% | $407,980 | 9.6K | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 0.20% | $291,536 | 6.8K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.19% | $564,260 | 13.3K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.19% | $892,937 | 21.0K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.19% | $760,578 | 18.4K | Q2 2026 |
| MFA Wealth Services$151M AUM | 0.19% | $282,937 | 6.6K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.18% | $45M | 1.05M | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 0.18% | $235,910 | 5.5K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.18% | $432,928 | 10.2K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 0.18% | $270,980 | 6.4K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.18% | $805,997 | 18.9K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.18% | $3M | 68.5K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.17% | $27M | 631.0K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.17% | $3M | 77.5K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.17% | $258,339 | 6.1K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.17% | $588,748 | 13.8K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.17% | $337,586 | 7.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.17% | $7M | 168.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.16% | $3M | 68.2K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.16% | $3M | 59.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.16% | $7M | 176.2K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.16% | $800,803 | 18.8K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.16% | $1M | 30.3K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.16% | $340,902 | 8.0K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.16% | $529,973 | 12.0K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.16% | $374,996 | 8.8K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.15% | $2M | 42.8K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.15% | $243,407 | 6.2K | Q4 2025OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.15% | $346,487 | 0 | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.15% | $355,151 | 8.3K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.14% | $713,646 | 16.8K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.14% | $574,315 | 13.5K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.14% | $3M | 61.8K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.14% | $681,769 | 16.0K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.14% | $2M | 36.2K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.14% | $6M | 135.1K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.14% | $1M | 34.8K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.13% | $2M | 47.5K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 0.13% | $576,305 | 13.5K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.13% | $215,436 | 5.5K | Q4 2025OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.13% | $382,474 | 9.0K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.13% | $200,448 | 4.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.13% | $5M | 132.2K | Q4 2025OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.13% | $606,395 | 14.2K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.12% | $292,589 | 6.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.12% | $2M | 53.2K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.12% | $245,018 | 5.8K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.12% | $5M | 108.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.12% | $13M | 302.0K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.12% | $624,391 | 15.1K | Q2 2026 |
| Ironwood Financial, llc$573M AUM | 0.12% | $690,149 | 16.2K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.12% | $218,886 | 5.1K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.12% | $2M | 48.5K | Q1 2026OLDER |
| Vernal Point Advisors, LLC$246M AUM | 0.12% | $291,323 | 6.8K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.12% | $459,003 | 10.8K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.12% | $336,860 | 7.9K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.12% | $234,080 | 5.5K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.12% | $274,835 | 6.5K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.11% | $147,735 | 4.0K | Q3 2025OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.11% | $278,480 | 6.5K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.11% | $1M | 24.1K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.11% | $456,212 | 10.7K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.11% | $1M | 24.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.11% | $90M | 2.12M | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.11% | $254,608 | 6.0K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.11% | $216,746 | 5.1K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.11% | $982,697 | 23.1K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.11% | $505,400 | 11.9K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.10% | $1M | 28.9K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.10% | $3M | 60.1K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.10% | $127,680 | 3.0K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.10% | $1M | 31.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.10% | $20M | 468.5K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.10% | $306,432 | 7.2K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.10% | $801,490 | 18.8K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.09% | $148,960 | 3.5K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.09% | $2M | 54.0K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.09% | $503,520 | 11.8K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.09% | $228,253 | 5.4K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.09% | $205,582 | 4.8K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.09% | $358,324 | 9.1K | Q4 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.09% | $932,224 | 21.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.09% | $16M | 368.9K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.09% | $1M | 28.3K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.08% | $582,944 | 13.7K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.08% | $2M | 36.8K | Q2 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.08% | $340,480 | 8.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.08% | $12M | 309.6K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.08% | $2M | 55.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.08% | $3M | 78.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 111.7K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.08% | $439,075 | 10.3K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.08% | $214,978 | 5.1K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.07% | $137,286 | 3.5K | Q4 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.07% | $2M | 35.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.07% | $10M | 224.6K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.07% | $241,868 | 5.7K | Q2 2026 |
| Heirloom Wealth Management$555M AUM | 0.07% | $386,572 | 9.1K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.07% | $582,859 | 13.7K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.07% | $478,800 | 11.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.07% | $948,024 | 22.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $49M | 1.14M | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.07% | $142,321 | 3.3K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.07% | $559,977 | 15.3K | Q3 2025OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.07% | $200,750 | 4.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.07% | $415,612 | 9.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $62M | 1.45M | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.07% | $205,480 | 4.8K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.06% | $522,018 | 12.6K | Q2 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.06% | $2M | 54.6K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.06% | $515,530 | 12.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $59M | 1.39M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $12M | 287.3K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.06% | $112,784 | 2.6K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $242,805 | 5.7K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.06% | $704,503 | 16.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.06% | $3M | 78.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 91.1K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.06% | $103,123 | 2.4K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.06% | $271,140 | 6.9K | Q4 2025OLDER |
| GSG Advisors LLC$385M AUM | 0.06% | $221,038 | 5.2K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.06% | $839,113 | 19.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 27.8K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 0.06% | $744,715 | 17.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $497,319 | 12.0K | Q2 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.05% | $120,615 | 3.3K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 105.1K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.05% | $2M | 40.1K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $598,819 | 14.1K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.05% | $150,110 | 3.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $26M | 612.3K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.05% | $85,120 | 2.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.05% | $5M | 123.2K | Q3 2025OLDER |
| Essex Bank$452M AUM | 0.05% | $232,502 | 5.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 317.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $189M | 4.44M | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.05% | $163,822 | 4.2K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.05% | $834,807 | 19.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 55.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.05% | $8M | 191.2K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.05% | $821,620 | 19.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.05% | $143,810 | 3.4K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.05% | $1M | 27.7K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.05% | $369,285 | 8.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.05% | $762,390 | 17.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $4M | 94.8K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.05% | $745,353 | 17.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $530,553 | 12.5K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.05% | $206,926 | 4.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.05% | $129,607 | 3.5K | Q3 2025OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.05% | $65,628 | 1.5K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.05% | $290,756 | 7.0K | Q2 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.05% | $292,936 | 6.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $2M | 35.6K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.05% | $617,546 | 14.5K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.05% | $175,092 | 4.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.05% | $17M | 405.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.05% | $584,031 | 13.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.04% | $3M | 60.7K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.04% | $79,057 | 1.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $608M | 14.30M | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.04% | $820,642 | 19.3K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.04% | $1M | 31.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.04% | $40M | 933.7K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.04% | $514,167 | 12.1K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.04% | $781,359 | 18.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $227M | 5.32M | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 73.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.04% | $10M | 263.1K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 26.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.04% | $34M | 809.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.04% | $173M | 4.06M | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 92.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $27M | 625.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $42M | 989.6K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $296,822 | 7.5K | Q4 2025OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.04% | $954,759 | 22.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $142M | 3.33M | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.04% | $422,737 | 9.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $12M | 285.2K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $500,098 | 11.8K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $293,022 | 6.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $719,458 | 16.9K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.04% | $210,332 | 4.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $3M | 66.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.04% | $1M | 39.3K | Q3 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.04% | $367,014 | 8.6K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $325,378 | 7.6K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.03% | $169,219 | 4.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $3M | 59.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 40.1K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.03% | $63,840 | 1.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 34.6K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.03% | $498,516 | 11.7K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.03% | $509,812 | 12.9K | Q4 2025OLDER |
| Radnor Capital Management, LLC$676M AUM | 0.03% | $226,206 | 5.3K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.03% | $547,563 | 12.9K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 27.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 96.9K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $2M | 37.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $277,619 | 6.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $514,822 | 12.1K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.03% | $271,490 | 6.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $9M | 207.5K | Q2 2026 |
| HHM Wealth Advisors, LLC$869M AUM | 0.03% | $274,215 | 6.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 139.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $51M | 1.20M | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.03% | $223,483 | 5.3K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.03% | $1M | 23.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 44.2K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.03% | $110,273 | 2.6K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.03% | $317,455 | 7.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $17M | 391.6K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.03% | $2M | 47.2K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.03% | $84,099 | 2.0K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.03% | $37,828 | 889 | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.03% | $2M | 53.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.03% | $76,938 | 1.9K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $590,746 | 13.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $299,750 | 7.0K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.03% | $80,183 | 1.9K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.03% | $106,397 | 2.7K | Q4 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.03% | $73,100 | 2.0K | Q3 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $326,378 | 7.7K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.03% | $106,400 | 2.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 33.2K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.03% | $248,166 | 6.0K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $16M | 384.8K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.03% | $158,451 | 3.7K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.03% | $264,998 | 6.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $486,070 | 11.4K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.02% | $346,992 | 8.2K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $347,304 | 8.4K | Q2 2026 |
| Cedar Wealth Management, LLC$344M AUM | 0.02% | $82,095 | 2.1K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $13M | 310.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $133,094 | 3.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $1M | 29.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $159M | 3.73M | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.02% | $145,768 | 3.4K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.02% | $446,795 | 10.5K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.02% | $212,441 | 5.0K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $265,553 | 6.4K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $74M | 1.74M | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $122M | 2.87M | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.02% | $49,625 | 1.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 68.4K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 0.02% | $247,576 | 5.7K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 27.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $839,158 | 19.7K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 35.9K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $680,304 | 16.0K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.02% | $52,742 | 1.4K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $382,894 | 9.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $533,054 | 12.5K | Q2 2026 |
| Rossmore Private Capital$1.1B AUM | 0.02% | $229,824 | 5.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 27.4K | Q3 2025OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 0.02% | $236,208 | 5.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $527,722 | 12.4K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $103,429 | 60.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.02% | $174,496 | 4.1K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.02% | $239,180 | 5.6K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $36,000 | 845 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 94.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 211.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $104M | 2.45M | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $13M | 311.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $230,743 | 6.3K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $246,286 | 6.2K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $295M | 7.48M | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $51,711 | 1.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $837,062 | 19.7K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.02% | $81,928 | 1.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 42.0K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $29M | 685.9K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $531,447 | 13.2K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 137.8K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.02% | $588,222 | 13.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $259,598 | 6.3K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.02% | $3M | 79.2K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.02% | $429,005 | 10.1K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $517,732 | 12.2K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 0.02% | $241,954 | 5.7K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.02% | $43,873 | 1.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $213,743 | 5.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 68.9K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.02% | $421,600 | 9.9K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $281,332 | 6.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $253,572 | 6.0K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $5M | 122.0K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $293,579 | 6.9K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $2M | 47.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $207,652 | 4.9K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $490,332 | 11.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 124.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 44.1K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $44M | 1.11M | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $592,183 | 16.2K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $59,796 | 1.4K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $320,805 | 7.5K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $102,484 | 2.4K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $600,181 | 14.1K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.01% | $21,240 | 499 | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.01% | $254,892 | 6.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $66,007 | 1.5K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $251,933 | 6.4K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 28.8K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $245,976 | 5.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $15,322 | 360 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $14M | 329.1K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $70,607 | 1.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $362,839 | 8.5K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.01% | $210,465 | 5.3K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $146,682 | 3.4K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $1M | 24.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $937,129 | 22.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 24.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $319,031 | 7.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $165,197 | 3.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 47.6K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $205,339 | 4.8K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $609,727 | 14.3K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $108,544 | 2.5K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.01% | $30,159 | 709 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 26.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $260,507 | 6.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 23.9K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $295,072 | 7.5K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $848,344 | 19.9K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $46,688 | 1.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $20M | 497.0K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $520,679 | 12.2K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $113,965 | 2.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $845,829 | 19.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $878,043 | 20.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 124.2K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.01% | $44,050 | 1.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $503,766 | 11.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $299,836 | 7.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $230,973 | 5.4K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.01% | $137,809 | 3.2K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.01% | $28,090 | 660 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $21,537 | 546 | Q4 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $214,898 | 9.15M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $464,208 | 11.8K | Q4 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $526,127 | 12.4K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.01% | $399,511 | 9.4K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.01% | $368,357 | 8.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $11,619 | 273 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $684,289 | 16.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $349,843 | 8.0K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $212,920 | 5.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.