ISHARES TR
CUSIP 464288521
Ishares Tr has 398 institutional holders in Filings Flow’s 13F database, together reporting 41.20M shares worth $2.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., US Bancorp \De\, and Morgan Stanley.
Institutional Holders
398
Q1 2026
Reported Value
$2.4B
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 |
|---|---|---|---|---|
| Trust Co of Tennessee$537M AUM | 13.61% | $73M | 1.23M | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 12.09% | $18M | 302.5K | Q1 2026OLDER |
| 93 Financial Group, LLC$224M AUM | 9.95% | $22M | 376.9K | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 5.40% | $51M | 861.3K | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 4.70% | $13M | 223.3K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 4.31% | $19M | 326.8K | Q1 2026OLDER |
| MPS Loria Financial Planners, LLC$379M AUM | 4.18% | $16M | 267.5K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 4.13% | $49M | 867.7K | Q4 2025OLDER |
| SMI Advisory Services, LLC$617M AUM | 4.10% | $25M | 377.6K | Q2 2026 |
| Financial Management, Inc.$106M AUM | 2.99% | $3M | 53.7K | Q2 2026 |
| Johns Hopkins University$1.4B AUM | 2.84% | $51M | 868.0K | Q3 2025OLDER |
| Freedom Day Solutions, LLC$373M AUM | 2.65% | $10M | 166.7K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 2.48% | $5M | 81.0K | Q1 2026OLDER |
| Financial Planning Fort Collins, LLC$133M AUM | 2.45% | $3M | 51.4K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 2.42% | $4M | 52.7K | Q2 2026 |
| Rodgers & Associates, LTD$982M AUM | 2.40% | $24M | 399.0K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 2.28% | $7M | 118.6K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 2.28% | $17M | 295.0K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 2.27% | $4M | 71.3K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 2.16% | $2M | 36.8K | Q2 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 1.93% | $4M | 67.3K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.88% | $3M | 44.4K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 1.87% | $3M | 49.0K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 1.63% | $12M | 209.0K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 1.60% | $2M | 32.3K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 1.59% | $4M | 59.6K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.5B AUM | 1.58% | $24M | 411.0K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 1.55% | $2M | 32.6K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 1.54% | $6M | 102.6K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 1.52% | $17M | 286.5K | Q1 2026OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 1.52% | $13M | 223.5K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 1.49% | $9M | 158.0K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 1.48% | $2M | 38.2K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 1.46% | $2M | 26.7K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.45% | $8M | 130.4K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 1.44% | $6M | 108.3K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 1.38% | $2M | 42.2K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 1.35% | $4M | 68.6K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 1.33% | $13M | 219.5K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 1.29% | $2M | 29.6K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 1.29% | $2M | 42.0K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 1.17% | $5M | 67.8K | Q2 2026 |
| Prosperity Planning, Inc.$395M AUM | 1.16% | $5M | 77.2K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 1.12% | $3M | 42.9K | Q2 2026 |
| Blueprint Financial Advisors LLC$675M AUM | 1.12% | $8M | 128.2K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 1.08% | $2M | 30.7K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.94% | $7M | 115.4K | Q2 2026 |
| Shum Financial Group, Inc.$141M AUM | 0.93% | $1M | 22.1K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.91% | $1M | 17.5K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.88% | $2M | 30.2K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.88% | $2M | 32.0K | Q2 2026 |
| Legacy Financial Group LLC$795M AUM | 0.83% | $7M | 111.4K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.81% | $3M | 46.5K | Q2 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.77% | $2M | 26.7K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.76% | $14M | 243.9K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.72% | $1M | 17.2K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.71% | $11M | 179.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.69% | $873,704 | 14.8K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.69% | $8M | 124.9K | Q2 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 0.68% | $2M | 23.9K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 0.67% | $782,669 | 13.2K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.66% | $2M | 32.5K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.65% | $8M | 116.0K | Q2 2026 |
| Nolet Wealth Management, LLC$176M AUM | 0.64% | $1M | 19.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.64% | $31M | 526.1K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.64% | $751,713 | 12.7K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.58% | $992,853 | 16.8K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 0.57% | $1M | 17.7K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.57% | $116M | 1.97M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.55% | $34M | 576.2K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.53% | $3M | 57.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.53% | $46M | 774.0K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.52% | $7M | 122.2K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.52% | $4M | 67.1K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 0.52% | $1M | 19.2K | Q2 2026 |
| Nautilus Advisors LLC$146M AUM | 0.51% | $741,789 | 12.5K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.51% | $835,921 | 14.1K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.50% | $732,772 | 12.4K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.50% | $1M | 17.7K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.47% | $98M | 1.67M | Q3 2025OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.45% | $2M | 27.9K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.44% | $818,437 | 13.8K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.42% | $672,646 | 11.8K | Q4 2025OLDER |
| Naviter Wealth, LLC$801M AUM | 0.42% | $3M | 56.6K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 0.41% | $499,919 | 8.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.40% | $3M | 48.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.36% | $10M | 171.7K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.35% | $997,647 | 16.9K | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.35% | $15M | 249.7K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.35% | $2M | 27.9K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 0.34% | $479,676 | 8.1K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.34% | $668,847 | 11.3K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.32% | $776,335 | 13.1K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.32% | $947,988 | 16.0K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.31% | $1M | 17.9K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.31% | $2M | 27.2K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.30% | $899,747 | 15.2K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.30% | $1M | 17.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.30% | $718,034 | 12.1K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.29% | $2M | 25.9K | Q2 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.28% | $409,950 | 6.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.28% | $23M | 386.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.27% | $57M | 956.5K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.27% | $571,894 | 9.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.27% | $22M | 365.6K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.27% | $2M | 32.5K | Q3 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.26% | $2M | 35.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.26% | $882,326 | 14.9K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.26% | $8M | 141.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.25% | $13M | 200.7K | Q2 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.25% | $16M | 266.6K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.25% | $415,337 | 7.0K | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 0.24% | $355,512 | 6.0K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.24% | $585,966 | 9.9K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 0.24% | $610,168 | 10.3K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.24% | $354,903 | 6.0K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.24% | $16M | 278.2K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.23% | $1M | 19.6K | Q1 2026OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.22% | $775,169 | 13.1K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.22% | $1M | 24.2K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.22% | $328,007 | 5.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.20% | $5M | 77.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.20% | $166M | 2.80M | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.20% | $945,205 | 16.0K | Q2 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.20% | $478,224 | 8.1K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 0.20% | $205,000 | 3.6K | Q4 2025OLDER |
| HF Advisory Group, LLC$323M AUM | 0.19% | $615,353 | 9.3K | Q2 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 0.19% | $682,638 | 11.5K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.18% | $11M | 193.7K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.18% | $497,041 | 7.5K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.18% | $3M | 48.9K | Q1 2026OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.18% | $86M | 1.48M | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.17% | $6M | 88.4K | Q2 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.17% | $7M | 98.5K | Q2 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.17% | $2M | 29.9K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.16% | $630,906 | 10.7K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.16% | $240,860 | 4.1K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.16% | $1M | 19.7K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.16% | $897,991 | 15.2K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.15% | $615,571 | 10.4K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.15% | $707,500 | 12.4K | Q4 2025OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.15% | $337,087 | 5.7K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.15% | $1M | 18.6K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.15% | $303,483 | 5.1K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.14% | $287,131 | 4.9K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.13% | $210,539 | 3.6K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.13% | $1M | 20.5K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.13% | $487,253 | 8.2K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 0.13% | $326,775 | 5.5K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.13% | $317,631 | 4.8K | Q2 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.12% | $654,049 | 11.1K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.12% | $345,769 | 5.8K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.12% | $1M | 19.8K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.12% | $486,565 | 8.2K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.12% | $655,837 | 11.1K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.12% | $671,807 | 11.3K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.12% | $228,011 | 4.0K | Q4 2025OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.11% | $268,934 | 4.0K | Q2 2026 |
| EPIQ PARTNERS, LLC$236M AUM | 0.11% | $267,262 | 4.0K | Q2 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.11% | $4M | 62.0K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.11% | $399,413 | 6.7K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.11% | $880,629 | 14.9K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.11% | $201,407 | 3.5K | Q4 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.10% | $1M | 17.6K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.10% | $235,043 | 4.0K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.10% | $224,224 | 3.8K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.09% | $872,284 | 14.7K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.09% | $363,880 | 6.1K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.09% | $216,635 | 3.7K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.09% | $208,247 | 3.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.09% | $391,562 | 5.9K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.08% | $3M | 56.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.08% | $46M | 777.6K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 0.08% | $202,890 | 3.4K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.08% | $237,627 | 4.0K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.08% | $813,482 | 13.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.08% | $54M | 915.7K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.08% | $1M | 18.2K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.07% | $217,523 | 3.7K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.07% | $463,829 | 7.9K | Q3 2025OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.07% | $1M | 17.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.07% | $3M | 38.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $108M | 1.82M | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.06% | $203,304 | 3.5K | Q3 2025OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.06% | $675,685 | 11.4K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.06% | $418,264 | 6.8K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.06% | $604,828 | 9.1K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.06% | $3M | 55.2K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.06% | $379,408 | 6.4K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.06% | $1M | 25.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 41.3K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $251,914 | 4.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.05% | $37M | 618.6K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.05% | $1M | 22.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $25M | 420.3K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.05% | $73,808 | 1.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.05% | $1M | 23.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.05% | $657,433 | 11.1K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.05% | $254,931 | 4.3K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.05% | $255,723 | 4.3K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.05% | $10M | 165.9K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.05% | $781,824 | 13.2K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.05% | $58,421 | 987 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $14M | 243.7K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.04% | $499,144 | 8.4K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.04% | $567,808 | 9.6K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.04% | $1M | 21.8K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.04% | $50,785 | 858 | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.04% | $1M | 21.2K | Q2 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.04% | $493,172 | 8.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.04% | $53,626 | 906 | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 32.5K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $285,975 | 4.8K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.04% | $104,123 | 1.8K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $33M | 558.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 30.7K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.03% | $165,258 | 2.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $42M | 713.8K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.03% | $705,325 | 11.9K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.03% | $567,514 | 9.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $272,156 | 4.6K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.03% | $39,125 | 661 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 23.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $16M | 273.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 62.9K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.03% | $718,000 | 12.1K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.03% | $360,991 | 5.4K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 26.7K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.03% | $258,436 | 4.5K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.03% | $63,460 | 1.1K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.03% | $379,895 | 5.7K | Q2 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $232,384 | 3.9K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.02% | $347,623 | 5.9K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.02% | $293,600 | 5.0K | Q3 2025OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.02% | $340,224 | 5.8K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $15M | 254.0K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $78,099 | 1.3K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.02% | $222,100 | 3.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.02% | $2M | 30.1K | Q4 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.02% | $1M | 24.8K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 34.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $746,800 | 12.6K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.02% | $136,492 | 2.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $349,813 | 5.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $327,794 | 5.5K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $235,336 | 4.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 51.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $253,474 | 4.3K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.02% | $4M | 60.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $361,849 | 6.1K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.02% | $46,859 | 798 | Q3 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $244,200 | 4.1K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $47,834 | 808 | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $648,974 | 11.1K | Q3 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.02% | $31,198 | 527 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.02% | $210,647 | 3.2K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 27.5K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.01% | $347,268 | 5.9K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $783,693 | 13.2K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.01% | $212,907 | 3.6K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.01% | $244,163 | 4.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $205,330 | 3.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $41,380 | 726 | Q4 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $200,709 | 3.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $504,417 | 8.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 189.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 23.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $45M | 753.3K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $20,611 | 348 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 48.2K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $127,129 | 2.2K | Q3 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $1M | 25.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $496,267 | 8.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $234,339 | 4.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $560,150 | 8.8K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.01% | $20,717 | 350 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 33.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 43.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $656,719 | 11.1K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $301,287 | 5.0K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $91,745 | 1.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $355,420 | 6.2K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 109.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $222,969 | 3.8K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $780,800 | 13.3K | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $40,959 | 692 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $462,607 | 7.8K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $118,203 | 2.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $43,453 | 740 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 74.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 113.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $123M | 2.16M | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $10M | 176.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 40.8K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $351,767 | 5.9K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.01% | $17,225 | 291 | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $29,004 | 490 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $58,327 | 1.0K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $491,100 | 8.3K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $437,118 | 7.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 88.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $203,144 | 3.6K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $231,847 | 3.9K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $6,274 | 106 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $218,825 | 3.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $295,713 | 5.0K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 29.0K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.01% | $63,037 | 1.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 20.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $399,187 | 6.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $444,443 | 7.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $271M | 4.58M | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $139,382 | 2.4K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $560,077 | 9.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $18,585 | 314 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $799,856 | 13.5K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 31.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $977,751 | 17.2K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $161,352 | 2.7K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $20,894 | 353 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $580,919 | 9.8K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $19,592 | 331 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $41,222 | 696 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $48,413 | 818 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $684,834 | 11.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $189,684 | 3.3K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $6,000 | 93 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $28,828 | 506 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $35,100 | 593 | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.00% | $292,517 | 4.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $799,882 | 13.6K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 222.5K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $368,931 | 6.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $231,906 | 3.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 172.9K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $64,991 | 1.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $230,012 | 3.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $35M | 591.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $469,149 | 7.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17M | 282.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $307,272 | 5.2K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $9,766 | 165 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 85.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $64,649 | 1.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $171,205 | 2.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $476,420 | 8.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 22.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 24.8K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $3,190 | 48 | Q2 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $16,869 | 285 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $5,623 | 95 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $14,028 | 237 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 181.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $492,728 | 8.3K | Q2 2026 |
| Breakwater Investment Management$269M AUM | 0.00% | $4,736 | 80 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $492,522 | 8.6K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $203,941 | 3.6K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $73,514 | 1.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $32,436 | 548 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $939,819 | 15.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $309,845 | 5.4K | Q4 2025OLDER |
| Evergreen Advisors, LLC$426M AUM | 0.00% | $5,940 | 100 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 200.2K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $241,500 | 4.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $235,577 | 4.0K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $4,463 | 76 | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $770,595 | 13.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 22.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 63.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $69,626 | 1.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $133,074 | 2.2K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $2,427 | 41 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $615,111 | 10.8K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 20.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 78.1K | Q2 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $7,690 | 135 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $5,614 | 95 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $12,371 | 209 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $12,818 | 217 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $53,271 | 900 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $797,094 | 13.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $14,945 | 251 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $9,352 | 158 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $21,012 | 355 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $5,782 | 97 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 167.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $458,012 | 7.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $37,977 | 642 | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $610,604 | 10.3K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $53,542 | 905 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $15,320 | 259 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $19,947 | 337 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,919 | 100 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $15,212 | 257 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $859,774 | 14.5K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $130,810 | 2.2K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $1,366 | 24 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $3,492 | 58 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 44.7K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $2,642 | 45 | Q3 2025OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $911 | 16 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $156,868 | 2.8K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $73,277 | 1.2K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $3,230 | 55 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $41,966 | 709 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $478,568 | 8.2K | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,791 | 49 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $406 | 7 | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $2,760 | 47 | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $277,068 | 4.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $31,607 | 534 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 18.6K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,841 | 48 | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.00% | $947 | 16 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $48,160 | 814 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $5,919 | 100 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $777,224 | 13.1K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.00% | $118 | 2 | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $259 | 4 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $123,974 | 2.1K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $474 | 8 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $340,849 | 6.0K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $804,302 | 13.6K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $1M | 20.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,573 | 280 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $1,820 | 31 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $118 | 2 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $118 | 2 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $37,822 | 639 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $8,701 | 147 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $36,106 | 610 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $3,724 | 62 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1 | 20 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $399 | 7 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $59 | 1 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $592 | 10 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $59 | 1 | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.