ISHARES TR
CUSIP 464288513
Ishares Tr has 981 institutional holders in Filings Flow’s 13F database, together reporting 273.84M shares worth $21.2B as of Q1 2026. The largest reported holders are Ctc LLC, Goldman Sachs Group Inc, and Barclays PLC.
Institutional Holders
981
Q1 2026
Reported Value
$21.2B
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 |
|---|---|---|---|---|
| One William Street Capital Management, L.P.$1.2B AUM | 89.85% | $1.1B | 13.32M | Q1 2026OLDER |
| PartnerRe Asset Management CORP$142M AUM | 78.99% | $112M | 1.40M | Q2 2026 |
| Ionic Capital Management LLC$1.4B AUM | 67.40% | $922M | 11.59M | Q1 2026OLDER |
| Anchorage Capital Advisors, L.P.$378M AUM | 52.63% | $199M | 2.50M | Q1 2026OLDER |
| Isabella Capital Management LLP$141M AUM | 42.16% | $59M | 735.0K | Q1 2026OLDER |
| Fore Capital, LLC$162M AUM | 40.40% | $65M | 820.5K | Q1 2026OLDER |
| BRIGADE CAPITAL MANAGEMENT, LP$806M AUM | 35.54% | $286M | 3.60M | Q1 2026OLDER |
| KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM | 32.99% | $771M | 9.50M | Q3 2025OLDER |
| Blue Door Asset Management, LLC$159M AUM | 32.64% | $81M | 1.00M | Q4 2025OLDER |
| Endurance Services Ltd$594M AUM | 31.67% | $188M | 2.36M | Q1 2026OLDER |
| ARMOR ADVISORS, L.L.C.$298M AUM | 29.39% | $88M | 1.10M | Q1 2026OLDER |
| Dauntless Investment Group, LLC$151M AUM | 28.40% | $36M | 443.6K | Q4 2025OLDER |
| Bain Capital Credit, LP$303M AUM | 23.35% | $71M | 889.1K | Q1 2026OLDER |
| Flat Footed LLC$920M AUM | 22.57% | $208M | 2.61M | Q1 2026OLDER |
| SILVERBACK ASSET MANAGEMENT LLC$699M AUM | 20.22% | $211M | 2.60M | Q3 2025OLDER |
| Carlson Capital, L.P.$318M AUM | 18.27% | $58M | 730.0K | Q1 2026OLDER |
| QVT Financial LP$1.4B AUM | 17.19% | $244M | 3.00M | Q3 2025OLDER |
| Japan Science & Technology Agency$4.8B AUM | 17.18% | $827M | 10.39M | Q1 2026OLDER |
| AYAL Capital Advisors Ltd$369M AUM | 17.18% | $63M | 796.5K | Q1 2026OLDER |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 16.61% | $111M | 14.0K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 15.91% | $22M | 279.4K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 15.89% | $430M | 5.40M | Q1 2026OLDER |
| Aristotle Pacific Capital, LLC$123M AUM | 15.77% | $19M | 243.9K | Q1 2026OLDER |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 15.11% | $523M | 6.57M | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 14.23% | $347M | 4.41M | Q1 2026OLDER |
| Ripple Effect Asset Management LP$679M AUM | 13.49% | $69M | 850.0K | Q3 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 13.39% | $1.8B | 22.81M | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 12.99% | $27M | 338.5K | Q4 2025OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 12.36% | $214M | 2.69M | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 10.72% | $31M | 395.5K | Q1 2026OLDER |
| L1 Global Manager Pty Ltd$149M AUM | 10.65% | $16M | 200.0K | Q1 2026OLDER |
| Knighthead Capital Management, LLC$1.5B AUM | 10.47% | $159M | 2.00M | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 10.46% | $95M | 1.20M | Q1 2026OLDER |
| Edenbrook Capital, LLC$321M AUM | 9.86% | $32M | 400.0K | Q1 2026OLDER |
| DSC Meridian Capital LP$325M AUM | 9.85% | $32M | 402.3K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 9.49% | $249M | 3.13M | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 9.31% | $1.5B | 18.97M | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 9.23% | $24M | 300.0K | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 9.21% | $13M | 156.4K | Q1 2026OLDER |
| Union Square Park Capital Management, LLC$176M AUM | 9.04% | $16M | 200.0K | Q1 2026OLDER |
| Tetragon Partners GP Ltd$515M AUM | 8.69% | $65M | 799.9K | Q3 2025OLDER |
| Acasta Partners UK LLP$189M AUM | 8.39% | $16M | 198.8K | Q2 2026 |
| PERISCOPE CAPITAL INC.$902M AUM | 8.38% | $76M | 950.0K | Q1 2026OLDER |
| Governors Lane LP$1.6B AUM | 8.37% | $131M | 1.65M | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 7.60% | $60M | 751.4K | Q1 2026OLDER |
| Columbus Hill Capital Management, L.P.$673M AUM | 7.57% | $51M | 640.0K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 7.26% | $68M | 852.8K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 7.00% | $1.2B | 14.92M | Q1 2026OLDER |
| Marnell Management LLC$288M AUM | 6.92% | $20M | 250.0K | Q1 2026OLDER |
| Liberty Mutual Group Asset Management Inc.$1.2B AUM | 6.82% | $85M | 1.07M | Q1 2026OLDER |
| Broad Bay Capital Management, LP$1.2B AUM | 6.77% | $80M | 1.00M | Q1 2026OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 6.58% | $497M | 6.25M | Q1 2026OLDER |
| CTC LLC$217.2B AUM | 6.37% | $13.8B | 1.07M | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 6.28% | $710M | 8.92M | Q1 2026OLDER |
| Yaupon Capital Management LP$3.2B AUM | 5.98% | $165M | 2.05M | Q4 2025OLDER |
| BNP PARIBAS$3.1B AUM | 5.97% | $188M | 2.36M | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 5.88% | $6M | 80.0K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 5.74% | $37M | 462.6K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 5.19% | $24M | 298.2K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 5.11% | $211M | 2.66M | Q1 2026OLDER |
| KIM, LLC$976M AUM | 4.96% | $57M | 700.0K | Q3 2025OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 4.96% | $57M | 713.0K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 4.73% | $1.1B | 14.39M | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 4.72% | $7M | 82.3K | Q2 2026 |
| Tudor Financial Inc.$196M AUM | 4.65% | $9M | 114.4K | Q1 2026OLDER |
| Gates Capital Management, Inc.$3.7B AUM | 4.62% | $169M | 2.13M | Q1 2026OLDER |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 4.51% | $103M | 1.27M | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 4.27% | $308M | 3.87M | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 3.83% | $591M | 7.42M | Q1 2026OLDER |
| Kedalion Capital Management LLP$3.5B AUM | 3.79% | $132M | 1.66M | Q1 2026OLDER |
| APG Asset Management US Inc.$13.0B AUM | 3.79% | $492M | 6.20M | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 3.68% | $8M | 98.7K | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 3.64% | $19M | 243.4K | Q1 2026OLDER |
| Corebridge Financial, Inc.$1.1B AUM | 3.61% | $39M | 500.0K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 3.44% | $19M | 242.7K | Q1 2026OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 3.38% | $4M | 46.3K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 3.26% | $11M | 136.7K | Q1 2026OLDER |
| OxenFree Capital LLC$218M AUM | 3.20% | $7M | 87.6K | Q2 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 3.19% | $104M | 1.28M | Q4 2025OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 3.14% | $6M | 76.3K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 3.04% | $645M | 8.00M | Q4 2025OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 3.03% | $17M | 215.9K | Q1 2026OLDER |
| TOEWS CORP /ADV$259M AUM | 3.00% | $21M | 256.0K | Q4 2025OLDER |
| Privium Fund Management (UK) Ltd$197M AUM | 2.94% | $6M | 73.8K | Q1 2026OLDER |
| GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM | 2.91% | $143M | 1.77M | Q4 2025OLDER |
| CNO Financial Group, Inc.$174M AUM | 2.83% | $5M | 62.0K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 2.76% | $3M | 74.2K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 2.69% | $46M | 573.2K | Q1 2026OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 2.69% | $8M | 100.0K | Q3 2025OLDER |
| Sagace Wealth Management LLC$149M AUM | 2.62% | $4M | 49.2K | Q1 2026OLDER |
| MYDA Advisors LLC$608M AUM | 2.62% | $16M | 200.0K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 2.57% | $6M | 71.8K | Q1 2026OLDER |
| EMG Holdings, L.P.$397M AUM | 2.55% | $7M | 83.6K | Q3 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 2.52% | $342M | 4.30M | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 2.39% | $8M | 100.0K | Q4 2025OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 2.39% | $30M | 374.9K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 2.37% | $4M | 54.1K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 2.35% | $4M | 47.4K | Q2 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 2.35% | $15M | 188.3K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 2.30% | $15M | 182.8K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 2.30% | $15M | 192.5K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 2.28% | $4M | 45.5K | Q2 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 2.28% | $6M | 80.6K | Q3 2025OLDER |
| Black Maple Capital Management LP$179M AUM | 2.22% | $4M | 50.0K | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 2.17% | $159M | 2.00M | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 2.15% | $16M | 196.0K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 2.13% | $23M | 285.6K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 2.08% | $18M | 231.2K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 1.98% | $4M | 55.1K | Q2 2026 |
| HFG Advisors, Inc.$142M AUM | 1.98% | $3M | 35.3K | Q1 2026OLDER |
| Elliott Investment Management L.P.$20.1B AUM | 1.98% | $398M | 5.00M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 1.97% | $244M | 3.06M | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 1.96% | $6M | 76.5K | Q2 2026 |
| Palogic Value Management, L.P.$237M AUM | 1.94% | $5M | 57.7K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 1.92% | $3M | 38.6K | Q1 2026OLDER |
| Hikari Tsushin, Inc.$1.5B AUM | 1.88% | $27M | 343.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 1.84% | $138M | 1.74M | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 1.84% | $111M | 1.40M | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.82% | $25M | 314.5K | Q2 2026 |
| Ramiah Investment Group$275M AUM | 1.77% | $2M | 20.3K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 1.75% | $10M | 122.0K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 1.73% | $50M | 620.0K | Q4 2025OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 1.70% | $7M | 85.0K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 1.66% | $3M | 33.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 1.61% | $151M | 1.89M | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.57% | $2M | 20.7K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 1.56% | $2M | 25.9K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 1.54% | $76M | 950.0K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 1.53% | $7M | 83.6K | Q2 2026 |
| Guardian Capital, LLC$105M AUM | 1.53% | $2M | 20.0K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 1.49% | $3M | 34.8K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 1.47% | $10M | 131.7K | Q1 2026OLDER |
| Shaolin Capital Management LLC$2.7B AUM | 1.47% | $40M | 500.0K | Q1 2026OLDER |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 1.47% | $5M | 60.5K | Q1 2026OLDER |
| 400 Capital Management LLC$1.4B AUM | 1.45% | $20M | 250.0K | Q3 2025OLDER |
| Portman Square Capital LLP$2.6B AUM | 1.43% | $32M | 400.0K | Q4 2025OLDER |
| Allie Family Office LLC$228M AUM | 1.42% | $3M | 40.9K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 1.42% | $2M | 27.3K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 1.42% | $7M | 89.1K | Q2 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.41% | $2M | 19.7K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 1.40% | $12M | 154.5K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 1.40% | $14M | 178.0K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 1.39% | $3M | 43.6K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 1.39% | $3M | 36.9K | Q2 2026 |
| NerdWallet Wealth Partners, LLC$290M AUM | 1.39% | $4M | 50.4K | Q2 2026 |
| Dai-ichi Life Holdings, Inc.$104M AUM | 1.39% | $1M | 17.7K | Q3 2025OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 1.38% | $5M | 63.0K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 1.38% | $12M | 145.9K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 1.36% | $8M | 104.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 1.36% | $3.2B | 40.19M | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 1.35% | $2M | 28.3K | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 1.34% | $5M | 61.3K | Q1 2026OLDER |
| Stairway Partners, LLC$2.1B AUM | 1.34% | $28M | 355.3K | Q2 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.34% | $3M | 42.8K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 1.30% | $8M | 99.6K | Q2 2026 |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 1.28% | $4M | 44.7K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 1.28% | $35M | 441.1K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.28% | $3M | 40.7K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.27% | $6M | 78.5K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.26% | $10M | 130.2K | Q1 2026OLDER |
| Quarry LP$558M AUM | 1.26% | $7M | 88.3K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 1.25% | $62M | 776.8K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 1.24% | $3M | 40.2K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 1.24% | $6M | 74.9K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 1.23% | $6M | 75.0K | Q3 2025OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 1.23% | $2M | 20.0K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 1.22% | $757M | 9.52M | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.21% | $2M | 27.6K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 1.21% | $466M | 5.86M | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 1.20% | $2M | 28.9K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 1.20% | $57M | 713.2K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 1.18% | $12M | 144.9K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 1.18% | $1M | 16.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 1.13% | $552M | 6.94M | Q1 2026OLDER |
| Topor & Co. Korea$127M AUM | 1.12% | $1M | 17.8K | Q2 2026 |
| Valtrion Capital Management, LLC$106M AUM | 1.09% | $1M | 14.6K | Q1 2026OLDER |
| RAMSEY QUANTITATIVE SYSTEMS$112M AUM | 1.07% | $1M | 15.0K | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 1.07% | $4.5B | 56.00M | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 1.07% | $5M | 60.0K | Q4 2025OLDER |
| MBL Wealth, LLC$1.3B AUM | 1.06% | $14M | 176.8K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 1.04% | $2M | 28.0K | Q2 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 1.03% | $387M | 4.87M | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 1.03% | $2M | 28.2K | Q2 2026 |
| Beta Wealth Group, Inc.$242M AUM | 1.00% | $2M | 30.9K | Q4 2025OLDER |
| Vericrest Private Wealth$111M AUM | 0.99% | $1M | 13.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.99% | $8.6B | 108.33M | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.95% | $22M | 275.9K | Q3 2025OLDER |
| INTERCAPITAL, LLC$299M AUM | 0.93% | $3M | 35.0K | Q1 2026OLDER |
| Allianz Investment Management U.S. LLC$2.7B AUM | 0.91% | $24M | 300.0K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.91% | $4M | 55.9K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.89% | $2M | 19.6K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 0.89% | $2M | 21.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.89% | $1.8B | 6.66M | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.88% | $254M | 3.19M | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.87% | $2M | 29.2K | Q4 2025OLDER |
| Genus Capital Management Inc.$873M AUM | 0.85% | $7M | 93.3K | Q1 2026OLDER |
| Virtus Fixed Income Advisers, LLC$123M AUM | 0.84% | $1M | 12.9K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.84% | $4M | 47.1K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.83% | $12M | 150.0K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 0.82% | $1M | 12.9K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.82% | $2M | 28.3K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.81% | $6M | 72.5K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.80% | $2M | 30.9K | Q4 2025OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.80% | $9M | 109.0K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.78% | $2M | 27.3K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.78% | $3M | 36.8K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.77% | $930,497 | 11.7K | Q1 2026OLDER |
| Eversept Partners, LP$1.9B AUM | 0.76% | $14M | 180.0K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.75% | $341M | 4.29M | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.74% | $49M | 615.0K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.74% | $5M | 59.1K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.74% | $4M | 54.6K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.72% | $8M | 100.0K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.72% | $27M | 352.1K | Q2 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.72% | $45M | 567.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.71% | $4.4B | 55.16M | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 0.70% | $822,074 | 10.3K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.70% | $5M | 65.7K | Q4 2025OLDER |
| Ironwood Financial, llc$573M AUM | 0.70% | $4M | 50.2K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.69% | $5M | 58.2K | Q4 2025OLDER |
| IFG Advisors, LLC$611M AUM | 0.69% | $4M | 52.9K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.69% | $953,031 | 12.0K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.67% | $795,600 | 10.0K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.66% | $10M | 119.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.65% | $501M | 6.30M | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.65% | $583M | 7.33M | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.64% | $145M | 1.80M | Q4 2025OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.64% | $2M | 19.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.63% | $1.5B | 19.15M | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 0.63% | $641,426 | 8.1K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.63% | $1M | 13.6K | Q1 2026OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.62% | $24M | 3.0K | Q3 2025OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.62% | $8M | 100.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.62% | $3.3B | 41.30M | Q2 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.62% | $355M | 4.47M | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.61% | $12M | 151.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.61% | $42M | 533.9K | Q1 2026OLDER |
| Cedrus Wealth Group LLC$108M AUM | 0.60% | $646,411 | 8.0K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.60% | $11M | 138.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.59% | $6M | 74.6K | Q2 2026 |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.58% | $3M | 34.1K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.57% | $706,258 | 8.8K | Q2 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.57% | $1M | 14.1K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.56% | $3M | 43.1K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.56% | $2M | 25.7K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.55% | $4M | 52.6K | Q4 2025OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.55% | $628,967 | 7.9K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.54% | $2M | 23.1K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.52% | $580,476 | 7.3K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.51% | $3M | 38.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.51% | $4M | 55.2K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.50% | $5M | 64.2K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.50% | $22M | 266.8K | Q4 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.50% | $4M | 44.5K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.50% | $2M | 28.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.50% | $13M | 160.9K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.50% | $1M | 18.0K | Q2 2026 |
| CIM, LLC$692M AUM | 0.49% | $3M | 43.0K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 0.49% | $525,016 | 6.6K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.49% | $344M | 4.33M | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.49% | $2M | 27.2K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.48% | $1M | 15.2K | Q4 2025OLDER |
| Westwood Wealth Management$255M AUM | 0.48% | $632,525 | 7.8K | Q4 2025OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 0.47% | $2M | 25.1K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.47% | $3M | 42.2K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.47% | $1M | 17.5K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.47% | $677,453 | 8.5K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.46% | $1M | 13.0K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.46% | $3M | 36.9K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.46% | $67M | 836.1K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.45% | $28M | 348.2K | Q1 2026OLDER |
| Capricorn Fund Managers Ltd$641M AUM | 0.44% | $3M | 35.5K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 0.44% | $4M | 52.4K | Q2 2026 |
| Laurion Capital Management LP$2.3B AUM | 0.43% | $10M | 125.0K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.42% | $665,439 | 8.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.42% | $2.8B | 35.13M | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.42% | $16M | 199.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.41% | $3.2B | 40.43M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.41% | $3.7B | 46.14M | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.41% | $9M | 112.8K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.41% | $3M | 31.2K | Q4 2025OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.41% | $389,559 | 4.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.41% | $11M | 132.7K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.41% | $7M | 88.6K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.41% | $255M | 3.20M | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.41% | $551,272 | 6.9K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.40% | $5M | 62.9K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.40% | $1M | 14.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.40% | $4M | 56.4K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.40% | $1M | 18.2K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 0.40% | $1M | 14.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.40% | $1M | 14.0K | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 0.40% | $478,493 | 6.0K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.39% | $667,191 | 8.4K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.39% | $509,906 | 6.4K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.39% | $704,203 | 8.9K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.38% | $468,290 | 5.9K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.38% | $14M | 173.3K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.38% | $669,538 | 8.4K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 0.37% | $416,343 | 5.2K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.36% | $2M | 28.9K | Q2 2026 |
| Wagner Wealth Management, Corp$111M AUM | 0.36% | $402,017 | 5.1K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.35% | $1M | 17.9K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.35% | $5M | 67.2K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.35% | $7M | 82.3K | Q1 2026OLDER |
| AEGON USA Investment Management, LLC$128M AUM | 0.35% | $443,547 | 5.6K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.34% | $489,294 | 6.2K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.34% | $1M | 16.6K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.33% | $3M | 33.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.33% | $14M | 174.5K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 0.33% | $1M | 13.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.32% | $4M | 52.6K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.32% | $8M | 98.7K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.32% | $393,057 | 4.9K | Q2 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.31% | $690,386 | 8.7K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.31% | $26M | 321.9K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.31% | $681,170 | 8.4K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.31% | $1M | 15.0K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.31% | $4M | 46.1K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.31% | $2M | 31.0K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.31% | $1M | 13.7K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.30% | $3M | 32.0K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.30% | $562,864 | 7.0K | Q2 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.30% | $9M | 116.4K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.30% | $2M | 28.0K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.30% | $1M | 13.1K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 0.29% | $296,114 | 3.7K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.29% | $323,887 | 4.1K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.29% | $1M | 12.7K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.29% | $3M | 33.3K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.29% | $4M | 49.5K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.28% | $1M | 12.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.28% | $8M | 98.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.28% | $19M | 237.5K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.27% | $5M | 59.2K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 0.27% | $676,260 | 8.5K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.27% | $2M | 23.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.27% | $1M | 14.5K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.27% | $513,403 | 6.5K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.26% | $810,637 | 10.2K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.26% | $24M | 300.0K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.26% | $330,873 | 4.2K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.26% | $2M | 25.5K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.26% | $2M | 25.6K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.26% | $5M | 61.3K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 0.26% | $538,383 | 6.8K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.26% | $404,563 | 5.1K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.25% | $12M | 153.5K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.25% | $959,131 | 11.9K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 0.25% | $2M | 24.7K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.25% | $872,816 | 2.12M | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.25% | $4M | 50.9K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.25% | $253,001 | 3.2K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.25% | $213,535 | 2.7K | Q3 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.24% | $299M | 3.76M | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.24% | $655,603 | 8.1K | Q4 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.24% | $279,375 | 3.4K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.24% | $275,278 | 3.5K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.24% | $71M | 894.0K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.24% | $906,348 | 11.4K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.24% | $2M | 26.7K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.24% | $7M | 85.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.23% | $2M | 20.5K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 0.23% | $265,000 | 3.3K | Q4 2025OLDER |
| Risk Paradigm Group, LLC$117M AUM | 0.23% | $265,890 | 3.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.23% | $13M | 157.5K | Q2 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.22% | $607,441 | 7.6K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.22% | $475,391 | 6.0K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.22% | $8M | 101.6K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.22% | $737,609 | 9.2K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.22% | $10M | 130.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.22% | $3M | 32.4K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.22% | $370,590 | 4.7K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.22% | $209M | 2.62M | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.22% | $20M | 250.0K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.22% | $873,251 | 11.0K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.22% | $2M | 30.4K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.22% | $2M | 22.0K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.22% | $958,348 | 12.0K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.21% | $179M | 2.25M | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 0.21% | $418,963 | 5.3K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.21% | $101M | 1.29M | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.21% | $700,048 | 8.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.21% | $38M | 481.2K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.21% | $700,681 | 8.8K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.20% | $385,202 | 4.8K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.20% | $8M | 100.0K | Q3 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.20% | $481,039 | 6.0K | Q4 2025OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 0.20% | $597,098 | 7.5K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.20% | $42M | 525.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.20% | $11M | 138.3K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.20% | $762,274 | 9.5K | Q4 2025OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.20% | $1M | 17.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.20% | $217M | 2.73M | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.20% | $6M | 75.2K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.20% | $261,000 | 2.4K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.20% | $498,682 | 6.3K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.20% | $926,765 | 11.4K | Q3 2025OLDER |
| Owen LaRue, LLC$261M AUM | 0.19% | $506,180 | 6.4K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.19% | $2M | 25.3K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 0.19% | $201,252 | 2.5K | Q4 2025OLDER |
| SWP FINANCIAL LLC$196M AUM | 0.19% | $374,807 | 4.7K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.19% | $1M | 15.9K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.19% | $3M | 38.9K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.19% | $502,480 | 6.3K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.19% | $752,354 | 9.3K | Q3 2025OLDER |
| Commerce Advisors, LLC$119M AUM | 0.19% | $220,714 | 2.8K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.19% | $2M | 22.6K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.18% | $4M | 50.0K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.17% | $216,441 | 2.7K | Q4 2025OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.17% | $250,390 | 3.1K | Q3 2025OLDER |
| Adams Wealth Management$455M AUM | 0.17% | $784,621 | 9.9K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.17% | $15M | 180.1K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.17% | $3M | 41.7K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.17% | $429,618 | 5.4K | Q1 2026OLDER |
| CV Advisors LLC$366M AUM | 0.17% | $622,317 | 7.8K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.17% | $326,594 | 4.1K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.17% | $1M | 15.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.17% | $1M | 14.5K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.17% | $305,913 | 3.8K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.17% | $15M | 183.6K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.17% | $580,375 | 7.2K | Q4 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.16% | $1M | 18.4K | Q4 2025OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.16% | $322,140 | 4.1K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.16% | $985,916 | 12.4K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.16% | $575,298 | 7.2K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.16% | $278,460 | 3.5K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.16% | $648,692 | 8.2K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.16% | $884,440 | 11.1K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 0.16% | $521,757 | 6.5K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.16% | $810,257 | 10.2K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.15% | $309,043 | 3.9K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.15% | $661,303 | 8.3K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.15% | $692,660 | 8.7K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.15% | $548,884 | 6.9K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.15% | $784,621 | 9.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.15% | $7M | 87.8K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.15% | $688,845 | 8.7K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.15% | $270,504 | 3.4K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.15% | $6M | 70.1K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.15% | $233,429 | 2.9K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.15% | $17M | 206.2K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.15% | $79M | 995.6K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.15% | $2M | 28.1K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.15% | $203M | 2.50M | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.15% | $390M | 4.91M | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.14% | $1M | 13.1K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.14% | $2M | 27.7K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.14% | $503,376 | 6.3K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.14% | $268,543 | 3.4K | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 0.14% | $184,102 | 2.3K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.14% | $212,027 | 2.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.14% | $280,331 | 3.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.14% | $2M | 22.7K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.14% | $766,242 | 9.6K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.14% | $3M | 38.4K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.14% | $587,070 | 7.4K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.14% | $397,032 | 5.0K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.13% | $279,913 | 3.5K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.13% | $1M | 16.5K | Q2 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.13% | $3M | 42.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.13% | $14M | 178.2K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 0.13% | $517,486 | 6.5K | Q2 2026 |
| Concorde Asset Management, LLC$204M AUM | 0.13% | $329,857 | 4.1K | Q4 2025OLDER |
| Newport Capital Group, LLC$164M AUM | 0.13% | $216,330 | 2.7K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.13% | $405,017 | 5.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.13% | $6M | 71.0K | Q1 2026OLDER |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 0.13% | $1M | 13.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.13% | $47M | 592.0K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.13% | $712,937 | 9.0K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.13% | $2M | 20.3K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.13% | $325,091 | 4.1K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.13% | $1M | 13.1K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.13% | $5M | 57.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.12% | $4M | 45.5K | Q4 2025OLDER |
| Single Point Partners, LLC$503M AUM | 0.12% | $621,717 | 7.8K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.12% | $19M | 244.9K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.12% | $171,613 | 2.1K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 0.12% | $216,085 | 2.7K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.12% | $3M | 43.4K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.12% | $9M | 117.0K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.12% | $206,856 | 2.6K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.12% | $3M | 35.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.12% | $669M | 8.41M | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.12% | $136,764 | 1.7K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.12% | $394,937 | 4.9K | Q4 2025OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.12% | $382,106 | 4.7K | Q4 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.12% | $28M | 352.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.12% | $4M | 53.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.12% | $2M | 27.3K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.11% | $290,687 | 3.7K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.11% | $343,726 | 4.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.11% | $6M | 80.1K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.11% | $2M | 24.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.11% | $1.5B | 18.91M | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.11% | $621,974 | 7.8K | Q2 2026 |
| Haven Private, LLC$230M AUM | 0.11% | $249,421 | 3.1K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.11% | $224,093 | 2.8K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.11% | $9M | 110.7K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.11% | $238,760 | 3.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.