ISHARES TR
CUSIP 464288588
Ishares Tr has 1,015 institutional holders in Filings Flow’s 13F database, together reporting 6.79M shares worth $640M as of Q2 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Envestnet Asset Management Inc.
Institutional Holders
1,015
Q2 2026
Reported Value
$34.1B
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 |
|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD$406M AUM | 49.29% | $367M | 3.85M | Q4 2025OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 13.76% | $76M | 796.1K | Q3 2025OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 12.11% | $235M | 2.47M | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 10.18% | $1.3B | 14.07M | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 9.72% | $76M | 795.3K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 8.84% | $64M | 674.6K | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 6.35% | $13M | 134.5K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 6.09% | $9M | 92.2K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 5.89% | $30M | 316.0K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 5.84% | $14M | 144.0K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 5.79% | $53M | 560.6K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 5.36% | $12M | 126.6K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 5.27% | $6M | 60.2K | Q2 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 5.10% | $50M | 523.7K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 4.54% | $157M | 1.65M | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 4.36% | $16M | 166.8K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 4.29% | $24M | 249.3K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 4.26% | $22M | 229.5K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 4.17% | $38M | 397.5K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 4.13% | $55M | 576.6K | Q4 2025OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 4.09% | $12M | 123.9K | Q2 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 4.07% | $155M | 1.63M | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 4.04% | $33M | 350.3K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 4.03% | $60M | 631.9K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 3.92% | $5M | 53.7K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 3.83% | $33M | 351.2K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 3.75% | $6M | 59.2K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 3.73% | $11M | 111.9K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 3.65% | $27M | 280.3K | Q1 2026OLDER |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 3.64% | $33M | 349.2K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 3.60% | $11M | 113.2K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 3.59% | $59M | 622.8K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 3.40% | $24M | 250.0K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 3.39% | $58M | 613.3K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 3.25% | $24M | 257.5K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 3.19% | $7M | 70.9K | Q4 2025OLDER |
| TSA Wealth Managment LLC$309M AUM | 3.17% | $10M | 103.2K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 3.10% | $35M | 371.6K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 3.08% | $22M | 236.2K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 3.05% | $4M | 43.2K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 3.05% | $44M | 466.8K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 3.02% | $13M | 139.3K | Q2 2026 |
| True Vision MN LLC$194M AUM | 2.96% | $6M | 60.4K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 2.93% | $40M | 422.0K | Q2 2026 |
| High Falls Advisors, Inc$494M AUM | 2.86% | $14M | 148.3K | Q4 2025OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 2.85% | $21M | 219.9K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 2.84% | $3M | 35.0K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 2.74% | $6M | 66.1K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.73% | $710M | 7.48M | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 2.73% | $6M | 63.8K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 2.70% | $11M | 118.2K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 2.70% | $8M | 80.7K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 2.66% | $182M | 1.91M | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 2.64% | $13M | 141.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 2.64% | $192M | 2.02M | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 2.63% | $6M | 68.0K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 2.62% | $4M | 46.7K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 2.61% | $3M | 35.2K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 2.53% | $10M | 106.0K | Q4 2025OLDER |
| Chatterton & Associates Inc.$143M AUM | 2.50% | $4M | 37.5K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 2.49% | $31M | 325.0K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 2.47% | $2M | 26.0K | Q4 2025OLDER |
| Sharkey, Howes & Javer$829M AUM | 2.45% | $20M | 215.2K | Q2 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 2.43% | $42M | 442.2K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 2.42% | $76M | 804.3K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 2.40% | $8M | 83.7K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 2.40% | $13M | 140.9K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 2.39% | $8M | 80.9K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 2.39% | $11M | 113.2K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 2.38% | $3M | 30.7K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 2.38% | $61M | 640.7K | Q2 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 2.36% | $7M | 70.2K | Q2 2026 |
| Elevated Financial Group LLC$308M AUM | 2.33% | $7M | 75.4K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 2.33% | $3M | 35.3K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 2.27% | $18M | 186.4K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 2.26% | $3M | 27.5K | Q1 2026OLDER |
| American National Bank of Texas$105M AUM | 2.25% | $2M | 25.1K | Q3 2025OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 2.16% | $6M | 61.1K | Q4 2025OLDER |
| Cornerstone Management, Inc.$628M AUM | 2.10% | $13M | 138.9K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.10% | $5M | 49.0K | Q3 2025OLDER |
| Westover Capital Advisors, LLC$543M AUM | 2.09% | $11M | 119.7K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 2.05% | $7M | 71.6K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 2.02% | $16M | 165.5K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 2.01% | $3M | 31.2K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.98% | $6M | 59.4K | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 1.97% | $2M | 24.2K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 1.97% | $22M | 232.8K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 1.95% | $2M | 21.3K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 1.93% | $2M | 21.7K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 1.93% | $7M | 69.2K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.91% | $12M | 127.4K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 1.91% | $19M | 195.9K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 1.90% | $139M | 1.46M | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 1.89% | $4M | 39.3K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 1.88% | $108M | 1.14M | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 1.85% | $3M | 35.9K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 1.83% | $3M | 33.9K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 1.82% | $36M | 375.2K | Q3 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 1.77% | $5M | 48.8K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.75% | $2M | 20.7K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.73% | $7M | 70.4K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 1.73% | $8M | 82.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.72% | $7M | 71.7K | Q3 2025OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 1.70% | $2M | 23.6K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 1.69% | $2M | 19.3K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 1.68% | $14M | 143.5K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.66% | $3M | 29.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.65% | $169M | 1.78M | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 1.65% | $2M | 23.7K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 1.64% | $9M | 90.1K | Q3 2025OLDER |
| RKL Wealth Management LLC$1.1B AUM | 1.63% | $18M | 190.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.62% | $20M | 214.8K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 1.61% | $4M | 42.4K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 1.57% | $40M | 418.2K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.57% | $20M | 206.6K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.0B AUM | 1.56% | $47M | 495.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 1.56% | $67M | 709.8K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 1.56% | $2M | 16.5K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 1.56% | $5M | 51.6K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 1.54% | $2M | 25.8K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 1.51% | $2M | 24.6K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 1.51% | $84M | 886.2K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 1.50% | $2M | 19.0K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 1.50% | $73M | 767.7K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.49% | $12M | 126.2K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 1.48% | $3M | 34.4K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 1.47% | $11M | 113.4K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 1.47% | $3M | 34.3K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 1.47% | $9M | 97.1K | Q2 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 1.47% | $5M | 50.9K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.46% | $167M | 1.76M | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 1.45% | $3M | 28.6K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 1.40% | $2M | 24.2K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 1.38% | $2M | 17.9K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 1.38% | $10M | 100.7K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 1.38% | $2M | 20.1K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 1.36% | $2M | 17.7K | Q2 2026 |
| Edge Wealth Management LLC$594M AUM | 1.36% | $8M | 80.6K | Q3 2025OLDER |
| JT Stratford LLC$786M AUM | 1.36% | $11M | 112.2K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 1.34% | $8M | 82.4K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 1.33% | $3M | 35.5K | Q1 2026OLDER |
| Johns Hopkins University$1.4B AUM | 1.33% | $18M | 193.4K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 1.32% | $2M | 21.8K | Q2 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 1.29% | $3M | 26.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 1.28% | $316M | 3.33M | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 1.28% | $32M | 333.0K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.26% | $2M | 15.9K | Q2 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.25% | $6M | 64.0K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 1.24% | $22M | 234.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 1.24% | $57M | 603.6K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.23% | $18M | 186.2K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.22% | $37M | 387.7K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 1.22% | $2M | 17.6K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 1.19% | $2M | 15.9K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 1.19% | $6M | 58.7K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 1.18% | $4M | 37.0K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 1.16% | $2M | 19.9K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.14% | $5M | 47.8K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.14% | $4M | 41.7K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 1.13% | $15M | 160.0K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 1.12% | $13M | 135.9K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 1.12% | $15M | 157.9K | Q4 2025OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.11% | $2M | 25.8K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 1.10% | $2M | 20.0K | Q2 2026 |
| Rothschild Wealth LLC$1.1B AUM | 1.10% | $12M | 128.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 1.10% | $96M | 1.01M | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 1.06% | $2M | 19.5K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 1.06% | $1M | 13.4K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.04% | $2M | 25.0K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.04% | $5M | 57.2K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 1.03% | $1M | 11.7K | Q1 2026OLDER |
| METEORA CAPITAL, LLC$1.4B AUM | 1.03% | $14M | 146.6K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 1.02% | $2M | 22.4K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.01% | $183M | 1.93M | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.01% | $2M | 16.8K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.01% | $27M | 281.1K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.98% | $3M | 34.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.96% | $17M | 176.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.96% | $129M | 1.36M | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.96% | $22M | 228.9K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.96% | $1M | 14.1K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.96% | $3M | 27.4K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.96% | $9M | 97.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.95% | $17M | 175.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.95% | $11M | 110.7K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.93% | $8M | 89.0K | Q1 2026OLDER |
| Endurance Services Ltd$594M AUM | 0.92% | $5M | 57.5K | Q3 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.91% | $26M | 277.3K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.91% | $45M | 471.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.90% | $2M | 21.9K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.89% | $3M | 33.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.89% | $52M | 544.8K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.88% | $1M | 13.7K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.87% | $2M | 16.2K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.87% | $3M | 36.7K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.87% | $9M | 91.5K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.86% | $21M | 221.9K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.85% | $9M | 97.2K | Q4 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.84% | $13M | 137.2K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.84% | $7M | 78.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.83% | $135M | 1.42M | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.82% | $8M | 81.4K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.82% | $1M | 10.8K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.81% | $1M | 15.2K | Q3 2025OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 0.80% | $8M | 81.9K | Q4 2025OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.80% | $2M | 21.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.79% | $235M | 2.48M | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.79% | $3M | 34.3K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.79% | $16M | 164.7K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.79% | $22M | 228.4K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.78% | $7M | 73.3K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.78% | $7M | 71.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.77% | $3M | 34.3K | Q2 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.77% | $21M | 216.0K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.77% | $6M | 66.7K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.76% | $6M | 63.9K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.76% | $5M | 56.8K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.76% | $2M | 22.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.76% | $14M | 150.1K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.75% | $4M | 39.5K | Q2 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.75% | $4M | 37.0K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.74% | $2M | 16.0K | Q2 2026 |
| Advisors Preferred, LLC$679M AUM | 0.74% | $5M | 53.2K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.74% | $1M | 14.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.74% | $549M | 5.78M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.73% | $2.7B | 28.90M | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 0.73% | $737,477 | 7.8K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.73% | $2M | 20.5K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 0.72% | $1M | 13.4K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.71% | $44M | 466.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.71% | $14M | 147.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.71% | $2.7B | 27.98M | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.71% | $1M | 14.2K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.69% | $1M | 11.8K | Q4 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.69% | $6M | 58.0K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.67% | $2M | 22.5K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.66% | $930,795 | 9.8K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.64% | $19M | 204.2K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.64% | $1M | 14.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.64% | $3M | 26.7K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 0.64% | $850,000 | 9.0K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.63% | $826,313 | 8.7K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.63% | $944,175 | 9.9K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.62% | $2M | 24.7K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 0.62% | $1M | 14.1K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.62% | $4M | 37.8K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.62% | $894,429 | 9.4K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.61% | $6M | 65.0K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.60% | $4M | 41.2K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.60% | $1M | 11.5K | Q2 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.60% | $1M | 11.8K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.59% | $750,060 | 7.9K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.59% | $48M | 500.5K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.59% | $970,897 | 10.2K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.58% | $129M | 1.36M | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.56% | $1M | 13.6K | Q4 2025OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.56% | $1M | 10.9K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.55% | $947,985 | 10.0K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.55% | $18M | 190.6K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.55% | $800,804 | 8.4K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.53% | $4M | 38.3K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.53% | $2M | 15.9K | Q3 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.53% | $1M | 10.9K | Q2 2026 |
| Auour Investments LLC$318M AUM | 0.52% | $2M | 17.6K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.52% | $840,012 | 8.8K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.52% | $2M | 25.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.52% | $35M | 371.0K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.52% | $3M | 35.1K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.51% | $536,183 | 5.6K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.51% | $2M | 17.1K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.51% | $10M | 101.2K | Q4 2025OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.51% | $8M | 79.1K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.50% | $849,256 | 8.9K | Q4 2025OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.50% | $1M | 15.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.50% | $36M | 384.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.50% | $2M | 18.3K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.50% | $5M | 48.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.49% | $70M | 735.5K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.49% | $898,702 | 9.5K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.49% | $580,334 | 6.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.49% | $4M | 38.7K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.49% | $1M | 11.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.49% | $6M | 65.2K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.48% | $726,747 | 7.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.48% | $183M | 1.93M | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.48% | $6M | 58.7K | Q2 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.48% | $24M | 256.7K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.47% | $2M | 18.5K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.47% | $4M | 44.8K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.47% | $4M | 44.6K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.47% | $6M | 66.9K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.46% | $2M | 23.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.46% | $6.3B | 66.21M | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 0.45% | $466,271 | 4.9K | Q3 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.45% | $29M | 303.5K | Q2 2026 |
| Great Diamond Partners, LLC$520M AUM | 0.45% | $2M | 24.4K | Q4 2025OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.44% | $1M | 12.8K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.44% | $2M | 21.0K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.44% | $5M | 49.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.44% | $83M | 877.6K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.44% | $2M | 17.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.43% | $23M | 242.0K | Q2 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.43% | $5M | 55.6K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.43% | $7M | 77.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.42% | $3M | 35.5K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.42% | $467,059 | 4.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.41% | $6M | 63.4K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 0.41% | $2M | 20.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.41% | $23M | 241.5K | Q4 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.41% | $5M | 57.5K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.41% | $2M | 21.2K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.41% | $3M | 32.4K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.40% | $882,649 | 9.3K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 0.40% | $526,041 | 5.5K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.40% | $2M | 18.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.39% | $20M | 207.5K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.39% | $1M | 12.6K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.39% | $825,177 | 8.7K | Q4 2025OLDER |
| MA Private Wealth$591M AUM | 0.39% | $2M | 24.0K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.38% | $2M | 20.8K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.38% | $14M | 145.7K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.37% | $1M | 15.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.37% | $134M | 1.41M | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.37% | $8M | 89.8K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.36% | $4M | 37.2K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.36% | $984,442 | 10.4K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.36% | $384,548 | 4.0K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.36% | $639,108 | 6.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.36% | $9M | 96.3K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.35% | $4M | 41.8K | Q2 2026 |
| GatePass Capital, LLC$214M AUM | 0.35% | $756,834 | 8.0K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.35% | $2M | 17.1K | Q2 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.35% | $2M | 22.7K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 0.35% | $2M | 18.2K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.35% | $582,328 | 6.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.34% | $15M | 156.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.34% | $30M | 315.8K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.34% | $443,037 | 4.7K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.34% | $1M | 11.6K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.34% | $28M | 295.4K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.34% | $2M | 16.0K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.33% | $9M | 97.8K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.33% | $3M | 31.3K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.33% | $694,555 | 7.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.33% | $11M | 114.5K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.33% | $644,426 | 6.8K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.32% | $732,634 | 7.7K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.32% | $1M | 12.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.32% | $352M | 3.71M | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.32% | $216,618 | 2.3K | Q4 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.32% | $110M | 1.15M | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.32% | $10M | 106.0K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.32% | $4M | 40.5K | Q3 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.32% | $649,340 | 6.8K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.32% | $1M | 11.5K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.32% | $368,890 | 3.9K | Q4 2025OLDER |
| VestGen Investment Management$181M AUM | 0.32% | $573,824 | 6.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.31% | $2.1B | 21.84M | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.31% | $8M | 79.7K | Q2 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.31% | $850,277 | 9.0K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.31% | $1M | 14.1K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.31% | $5M | 57.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.30% | $56M | 590.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.30% | $2M | 25.8K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.30% | $57M | 600.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.30% | $18M | 185.3K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.30% | $473,276 | 5.0K | Q3 2025OLDER |
| Successful Portfolios LLC$181M AUM | 0.30% | $538,872 | 5.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.30% | $2M | 19.3K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.29% | $27M | 289.1K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.29% | $879,820 | 9.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.29% | $1.3B | 13.19M | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.29% | $1M | 13.1K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.29% | $1M | 15.3K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.28% | $1M | 14.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.28% | $78M | 817.2K | Q2 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 0.28% | $538,295 | 5.7K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.28% | $405,296 | 4.3K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.28% | $290,072 | 3.1K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.27% | $708,333 | 7.5K | Q2 2026 |
| Community Bank, N.A.$840M AUM | 0.27% | $2M | 23.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.27% | $5M | 50.2K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.27% | $1M | 13.4K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.27% | $2M | 16.7K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.27% | $2M | 16.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.26% | $9M | 98.8K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.26% | $2M | 22.1K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.26% | $1M | 13.4K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.26% | $5M | 48.7K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.26% | $19M | 195.1K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.26% | $278,616 | 2.9K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.26% | $878,136 | 9.2K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 0.25% | $452,620 | 4.9K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.25% | $3M | 36.5K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.25% | $32M | 338.1K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.25% | $9M | 90.9K | Q4 2025OLDER |
| Asempa Wealth Advisors$115M AUM | 0.25% | $287,303 | 3.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.25% | $746,175 | 7.9K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.25% | $12M | 122.7K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.25% | $2M | 15.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.24% | $3M | 28.7K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.24% | $2M | 25.9K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.24% | $328,059 | 3.5K | Q2 2026 |
| IVC Wealth Advisors LLC$230M AUM | 0.24% | $549,855 | 5.8K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.24% | $318,842 | 3.4K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.24% | $943,812 | 9.9K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.23% | $756,086 | 8.0K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.23% | $352,739 | 3.7K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.23% | $390,692 | 4.1K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.23% | $1M | 10.6K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.23% | $663,260 | 6.2K | Q3 2025OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.23% | $4M | 42.8K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.23% | $862,517 | 9.1K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.23% | $481,771 | 5.1K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.23% | $3M | 27.7K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.23% | $3.5B | 37.14M | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.23% | $2M | 21.3K | Q4 2025OLDER |
| FC Advisory LLC$378M AUM | 0.22% | $848,552 | 9.0K | Q2 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.22% | $407,000 | 4.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.22% | $20M | 210.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.22% | $10M | 100.5K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.22% | $697,652 | 7.4K | Q2 2026 |
| Graetz Wealth LLC$112M AUM | 0.22% | $245,720 | 2.6K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.22% | $321,188 | 3.4K | Q2 2026 |
| Blue Capital, Inc.$153M AUM | 0.22% | $332,705 | 3.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.22% | $6M | 62.6K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.21% | $553,843 | 5.8K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.21% | $271,144 | 2.8K | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.21% | $710,796 | 7.5K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.21% | $2M | 17.9K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.21% | $237,601 | 2.5K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.21% | $585,077 | 6.1K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.21% | $4M | 41.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.21% | $3M | 28.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.20% | $192M | 2.03M | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.20% | $2M | 17.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.20% | $11M | 118.1K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.20% | $239,844 | 2.5K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.20% | $792,643 | 8.3K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.20% | $318,190 | 3.4K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.20% | $529,518 | 5.6K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 0.20% | $592,013 | 6.2K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.20% | $589,830 | 6.2K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.20% | $2M | 18.6K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.20% | $803,961 | 8.5K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.20% | $751,814 | 7.9K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.20% | $1M | 13.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.19% | $17M | 183.3K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.19% | $3M | 36.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.19% | $15M | 161.1K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.19% | $1M | 12.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.19% | $208M | 2.19M | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.19% | $4M | 43.7K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.19% | $839,302 | 8.8K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.19% | $226,076 | 2.4K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.19% | $815,430 | 8.6K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.19% | $372,869 | 3.9K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.19% | $203,772 | 2.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.19% | $3M | 27.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.19% | $824,831 | 8.7K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 0.18% | $452,532 | 4.8K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.18% | $566,990 | 6.0K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.18% | $1M | 11.7K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.18% | $7M | 75.5K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.18% | $3M | 27.0K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.18% | $518,041 | 5.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.18% | $247,250 | 2.6K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.18% | $17M | 177.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.18% | $878,404 | 9.3K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.18% | $3M | 28.2K | Q2 2026 |
| Cypress Capital, LLC$351M AUM | 0.18% | $620,783 | 6.5K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.18% | $7M | 75.1K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.17% | $291,920 | 3.1K | Q3 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.17% | $7M | 68.6K | Q2 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.17% | $679,367 | 7.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.17% | $295M | 3.11M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.17% | $11M | 110.9K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.17% | $250,953 | 2.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.17% | $31M | 327.2K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.17% | $2M | 24.9K | Q4 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.17% | $435,119 | 4.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.16% | $43M | 450.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.16% | $975,991 | 10.3K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.16% | $518,712 | 5.5K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.16% | $1M | 14.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.16% | $7M | 70.7K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.16% | $14M | 149.3K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.15% | $1M | 10.8K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.15% | $279,153 | 2.9K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.15% | $209,294 | 2.2K | Q4 2025OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.15% | $295,714 | 3.1K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.15% | $533,144 | 5.6K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.15% | $3M | 26.5K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.15% | $755,992 | 8.0K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.15% | $62M | 649.7K | Q4 2025OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.15% | $326,999 | 3.4K | Q4 2025OLDER |
| TCW GROUP INC$13.3B AUM | 0.15% | $20M | 205.8K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $651,624 | 6.9K | Q2 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.14% | $701,111 | 7.4K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.14% | $3M | 27.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.