ISHARES TR
CUSIP 464288646
Ishares Tr has 1,012 institutional holders in Filings Flow’s 13F database, together reporting 297.56M shares worth $15.5B as of Q1 2026. The largest reported holders are Northern Trust Corp, Matson Money. Inc., and Blackrock, Inc..
Institutional Holders
1,012
Q1 2026
Reported Value
$15.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Schaeffer Financial LLC$119M AUM | 28.73% | $34M | 649.4K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 23.06% | $72M | 1.37M | Q2 2026 |
| Matson Money. Inc.$3.6B AUM | 22.65% | $813M | 15.51M | Q2 2026 |
| JBGlobal.com LLC$114M AUM | 17.58% | $20M | 383.6K | Q2 2026 |
| Dai-ichi Life Holdings, Inc.$104M AUM | 12.84% | $13M | 250.9K | Q3 2025OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 11.76% | $18M | 346.0K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 11.26% | $93M | 1.76M | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 8.75% | $9M | 174.6K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 8.04% | $9M | 175.0K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 7.58% | $23M | 430.8K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 7.41% | $20M | 378.6K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 7.37% | $23M | 439.7K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 7.29% | $15M | 294.4K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 6.64% | $24M | 447.3K | Q1 2026OLDER |
| Amtrust Financial Services, Inc.$300M AUM | 6.45% | $19M | 367.8K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 6.38% | $8M | 148.6K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 6.38% | $13M | 255.4K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 6.12% | $11M | 206.3K | Q1 2026OLDER |
| Galilei Investment Office LLP$193M AUM | 5.85% | $11M | 214.9K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 5.80% | $360M | 6.84M | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 5.67% | $171M | 3.24M | Q1 2026OLDER |
| Clear Retirement Advice LLC$146M AUM | 5.45% | $8M | 151.8K | Q2 2026 |
| Kiker Wealth Management, LLC$209M AUM | 5.17% | $11M | 205.9K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 5.08% | $20M | 380.8K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 5.06% | $14M | 269.2K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 4.75% | $8M | 146.2K | Q2 2026 |
| Wealthstar Advisors, LLC$213M AUM | 4.70% | $10M | 190.8K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 4.68% | $7M | 130.7K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 4.65% | $38M | 724.9K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 4.62% | $45M | 853.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 4.60% | $320M | 6.09M | Q1 2026OLDER |
| Ballentine Capital Advisors, Inc$242M AUM | 4.45% | $11M | 204.6K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 4.32% | $31M | 589.5K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 4.27% | $39M | 735.7K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 4.23% | $6M | 116.6K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 4.09% | $7M | 124.7K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 3.95% | $22M | 414.3K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 3.91% | $28M | 538.5K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 3.90% | $15M | 293.0K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 3.80% | $23M | 440.3K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 3.69% | $11M | 187.5K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 3.62% | $7M | 139.0K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 3.51% | $10M | 189.3K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 3.50% | $48M | 908.7K | Q2 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 3.37% | $19M | 363.9K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 3.31% | $4M | 74.3K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 3.30% | $3M | 65.8K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 3.17% | $33M | 636.6K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 3.17% | $5M | 94.4K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 3.12% | $39M | 734.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 3.03% | $616M | 11.72M | Q1 2026OLDER |
| CROBAN$213M AUM | 2.99% | $6M | 121.0K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.80% | $52M | 985.5K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 2.79% | $261M | 4.96M | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 2.76% | $14M | 268.5K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 2.74% | $6M | 107.6K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 2.73% | $14M | 265.3K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 2.66% | $40M | 768.5K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 2.66% | $4M | 74.9K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 2.66% | $3M | 60.0K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 2.64% | $30M | 580.2K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 2.60% | $96M | 1.82M | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 2.57% | $3M | 52.6K | Q2 2026 |
| Summit Wealth Partners, LLC$632M AUM | 2.52% | $16M | 302.6K | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 2.48% | $3M | 56.8K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 2.45% | $10M | 187.2K | Q2 2026 |
| Alley Investment Management Company, LLC$821M AUM | 2.35% | $19M | 367.4K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 2.33% | $8M | 145.9K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 2.30% | $6M | 122.9K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 2.27% | $83M | 1.57M | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 2.26% | $3M | 52.0K | Q2 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 2.25% | $3M | 59.4K | Q3 2025OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 2.24% | $6M | 119.7K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 2.21% | $14M | 265.8K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 2.13% | $25M | 473.6K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 2.11% | $81M | 1.55M | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 2.10% | $12M | 232.5K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 2.09% | $25M | 477.4K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 2.06% | $9M | 170.8K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 2.05% | $6M | 106.2K | Q2 2026 |
| LightSquare Wealth Management, LLC$133M AUM | 2.05% | $3M | 52.1K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 1.97% | $5M | 93.9K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 1.94% | $18M | 338.1K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 1.90% | $18M | 342.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.89% | $127M | 2.41M | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 1.84% | $2M | 38.6K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 1.77% | $4M | 71.7K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 1.76% | $53M | 1.01M | Q1 2026OLDER |
| CORNERSTONE ENTERPRISES, LLC$201M AUM | 1.73% | $3M | 66.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 1.72% | $3M | 48.5K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 1.71% | $5M | 88.8K | Q2 2026 |
| Lutz Financial Services LLC$1.5B AUM | 1.68% | $25M | 475.2K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 1.57% | $23M | 433.3K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 1.55% | $5M | 91.2K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 1.54% | $23M | 436.9K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 1.54% | $3M | 60.8K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.53% | $3M | 51.4K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 1.50% | $109M | 2.08M | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.50% | $5M | 93.5K | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 1.49% | $14M | 267.7K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 1.44% | $3M | 63.1K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 1.44% | $2M | 32.3K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.41% | $4M | 74.4K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 1.39% | $2M | 35.4K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 1.39% | $66M | 1.25M | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 1.38% | $14M | 257.3K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.38% | $2M | 40.6K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 1.36% | $3M | 62.6K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 1.35% | $2M | 35.4K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 1.35% | $6M | 106.1K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 1.34% | $2M | 43.3K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 1.34% | $15M | 284.6K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 1.33% | $2M | 36.8K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.31% | $22M | 427.6K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 1.31% | $17M | 315.8K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 1.30% | $32M | 602.5K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 1.27% | $82M | 1.56M | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 1.26% | $1M | 27.0K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 1.26% | $3M | 59.6K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 1.26% | $7M | 141.4K | Q1 2026OLDER |
| American National Bank of Texas$105M AUM | 1.24% | $1M | 24.8K | Q1 2026OLDER |
| Johns Hopkins University$1.4B AUM | 1.23% | $17M | 321.9K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 1.22% | $10M | 181.0K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 1.22% | $8M | 150.1K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 1.21% | $3M | 64.1K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 1.20% | $5M | 101.4K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 1.19% | $8M | 161.5K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.19% | $16M | 313.6K | Q2 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 1.17% | $10M | 198.5K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 1.17% | $3M | 60.5K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 1.13% | $92M | 1.75M | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 1.13% | $52M | 991.2K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 1.13% | $5M | 98.8K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.12% | $2M | 38.8K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 1.11% | $55M | 1.04M | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 1.10% | $1M | 26.3K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 1.09% | $1M | 26.5K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.08% | $52M | 987.7K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 1.07% | $1M | 20.6K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 1.07% | $5M | 88.0K | Q2 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 1.06% | $4M | 77.9K | Q2 2026 |
| One Wealth Map LLC$213M AUM | 1.02% | $2M | 41.3K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 1.01% | $19M | 362.9K | Q2 2026 |
| RHS Financial, LLC$211M AUM | 1.01% | $2M | 40.7K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 1.01% | $1M | 22.7K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.99% | $1M | 27.1K | Q3 2025OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 0.99% | $16M | 295.1K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.98% | $4M | 73.2K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.98% | $4M | 81.3K | Q2 2026 |
| BURNS J W & CO INC/NY$959M AUM | 0.98% | $9M | 178.8K | Q2 2026 |
| Capital Investment Counsel, LLC$730M AUM | 0.97% | $7M | 135.2K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.96% | $4M | 80.3K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.95% | $12M | 232.3K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.93% | $4M | 72.0K | Q3 2025OLDER |
| Haverford Trust Co$10.9B AUM | 0.93% | $102M | 1.94M | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.92% | $3M | 52.9K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.92% | $2M | 29.3K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.92% | $3M | 61.9K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.91% | $6M | 106.1K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.90% | $2M | 29.7K | Q1 2026OLDER |
| Endurance Services Ltd$594M AUM | 0.89% | $5M | 100.6K | Q3 2025OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.89% | $7M | 125.0K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.88% | $10M | 184.0K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.87% | $2M | 30.4K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.87% | $997,813 | 19.0K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.85% | $895,943 | 17.0K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.85% | $11M | 213.8K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.84% | $13M | 244.9K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.84% | $1M | 23.2K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 0.84% | $2M | 36.5K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.82% | $2M | 28.6K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 0.80% | $6M | 118.5K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.80% | $2M | 37.0K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.79% | $3M | 57.0K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.78% | $1M | 26.6K | Q2 2026 |
| North Dakota State Investment Board$2.3B AUM | 0.76% | $18M | 335.3K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.75% | $43M | 821.0K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 0.74% | $1M | 22.9K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.73% | $1M | 19.2K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.73% | $940,719 | 17.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.71% | $31M | 582.9K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 0.68% | $3M | 61.8K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.67% | $2M | 34.0K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 0.67% | $6M | 122.6K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.67% | $1M | 24.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.67% | $30M | 569.8K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.66% | $1M | 19.5K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.66% | $13M | 250.1K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.66% | $4M | 72.3K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.65% | $1M | 23.5K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.65% | $9M | 166.9K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.65% | $2M | 41.7K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.64% | $13M | 253.7K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 0.64% | $1M | 24.0K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.64% | $1M | 22.7K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.64% | $12M | 232.6K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.64% | $607,436 | 11.6K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.64% | $3M | 63.2K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.63% | $1M | 23.2K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.63% | $1M | 19.3K | Q2 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.63% | $1M | 19.3K | Q4 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.63% | $10M | 186.6K | Q1 2026OLDER |
| Quaker Capital Investments, LLC$409M AUM | 0.63% | $3M | 48.7K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.62% | $3M | 58.1K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.62% | $34M | 655.5K | Q2 2026 |
| First International Bank & Trust$288M AUM | 0.61% | $2M | 33.2K | Q3 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.61% | $9M | 174.4K | Q4 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.61% | $2M | 42.3K | Q4 2025OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.61% | $5M | 100.1K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.60% | $9M | 178.7K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.60% | $697,869 | 13.3K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.59% | $3M | 50.8K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.59% | $3M | 50.7K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.58% | $2M | 35.0K | Q4 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.58% | $1M | 26.8K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 0.57% | $885,794 | 16.9K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.56% | $671,874 | 12.8K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.56% | $2M | 31.7K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.55% | $1M | 23.9K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.55% | $5M | 95.4K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.54% | $6M | 111.6K | Q2 2026 |
| Pacific Park Financial, Inc.$153M AUM | 0.54% | $831,184 | 15.8K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.54% | $3M | 65.4K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.53% | $44M | 846.0K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.52% | $14M | 263.4K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.52% | $6M | 107.8K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.52% | $3M | 51.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.52% | $3M | 60.3K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.51% | $52M | 982.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.51% | $91M | 1.72M | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.51% | $3M | 57.1K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.51% | $5M | 95.0K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.51% | $735,052 | 14.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.50% | $288M | 5.49M | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.50% | $5M | 99.4K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.50% | $522,709 | 9.9K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.50% | $11M | 205.8K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.49% | $17M | 328.6K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.49% | $8M | 151.4K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.49% | $475,920 | 9.0K | Q4 2025OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.47% | $1M | 21.5K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.47% | $5M | 91.2K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.47% | $570,929 | 10.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.47% | $22M | 427.1K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.46% | $552,416 | 10.5K | Q2 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.46% | $18M | 339.7K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.45% | $571,800 | 10.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.45% | $16M | 302.7K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 0.44% | $634,925 | 12.1K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.44% | $5M | 102.6K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.44% | $6M | 108.6K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.43% | $21M | 392.0K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 0.42% | $679,182 | 13.0K | Q2 2026 |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.42% | $890,577 | 16.9K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.42% | $532,433 | 10.1K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.41% | $1M | 27.8K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.40% | $2M | 30.7K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.40% | $3M | 61.6K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.40% | $483,552 | 9.2K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.39% | $819,482 | 15.5K | Q4 2025OLDER |
| NOVEM GROUP$873M AUM | 0.39% | $3M | 64.6K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.39% | $5M | 92.2K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.39% | $14M | 258.8K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.38% | $598,533 | 11.4K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.38% | $876,324 | 16.7K | Q1 2026OLDER |
| SAGE ADVISORS, LLC$151M AUM | 0.38% | $579,212 | 11.0K | Q4 2025OLDER |
| Allie Family Office LLC$228M AUM | 0.38% | $874,598 | 16.6K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.38% | $496,681 | 9.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.38% | $77M | 1.46M | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.38% | $15M | 292.2K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.38% | $734,842 | 13.9K | Q4 2025OLDER |
| Saiph Capital, LLC$264M AUM | 0.38% | $992,333 | 18.9K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.38% | $103M | 1.95M | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.37% | $633,223 | 12.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.37% | $9M | 165.0K | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.37% | $30M | 565.7K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.37% | $47M | 894.3K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.36% | $405,658 | 7.7K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.36% | $3M | 50.5K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.36% | $3M | 59.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.35% | $13M | 239.1K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.35% | $2M | 38.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.35% | $30M | 569.2K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.34% | $6M | 120.6K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.34% | $1M | 21.7K | Q2 2026 |
| NVWM, LLC$449M AUM | 0.34% | $2M | 29.1K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.34% | $3M | 53.4K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.33% | $1M | 23.6K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.33% | $901,772 | 17.2K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.33% | $26M | 489.8K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 0.33% | $368,738 | 7.0K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.32% | $5M | 99.0K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.32% | $1M | 25.5K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 0.32% | $477,192 | 9.1K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.32% | $1M | 19.9K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.31% | $556,768 | 10.6K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.31% | $420,480 | 8.0K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.31% | $2M | 47.6K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.31% | $579,667 | 11.0K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.31% | $5M | 87.2K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.31% | $428,049 | 8.1K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.30% | $327,344 | 6.2K | Q1 2026OLDER |
| Wynn Capital, LLC$224M AUM | 0.30% | $676,089 | 12.9K | Q2 2026 |
| Nordwand Advisors, LLC$572M AUM | 0.30% | $2M | 32.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.30% | $11M | 217.3K | Q2 2026 |
| Claro Advisors Inc.$830M AUM | 0.29% | $2M | 46.2K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.29% | $598,807 | 11.4K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.29% | $2M | 44.4K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.28% | $1M | 28.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.28% | $9M | 167.9K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.28% | $888,700 | 16.9K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.28% | $1M | 19.2K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.28% | $381,480 | 7.3K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.28% | $4M | 72.1K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 0.28% | $740,320 | 14.0K | Q4 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.28% | $5M | 90.8K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.27% | $2M | 30.4K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.27% | $507,391 | 9.6K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.26% | $9M | 164.3K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.26% | $1M | 25.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.26% | $27M | 509.0K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.26% | $287,874 | 5.5K | Q2 2026 |
| Permanens Capital L.P.$776M AUM | 0.26% | $2M | 37.2K | Q4 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.25% | $500,581 | 9.5K | Q1 2026OLDER |
| First Washington CORP$353M AUM | 0.25% | $873,547 | 16.6K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.25% | $465,815 | 8.9K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.25% | $290,236 | 5.5K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.25% | $445,578 | 8.5K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.24% | $700,257 | 13.3K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.24% | $5M | 87.9K | Q1 2026OLDER |
| BankPlus Wealth Management LLC$194M AUM | 0.24% | $467,948 | 8.9K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.24% | $581,883 | 11.1K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.24% | $670,505 | 12.8K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.24% | $710,180 | 13.5K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.24% | $5M | 87.2K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.24% | $376,908 | 7.2K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.23% | $3M | 55.5K | Q1 2026OLDER |
| Panoramic Capital Partners, LLC$162M AUM | 0.23% | $378,169 | 7.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.23% | $84M | 1.60M | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.23% | $3M | 61.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.23% | $2M | 31.5K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.23% | $5M | 96.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.23% | $3M | 48.9K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.23% | $2M | 43.2K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.23% | $8M | 152.1K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.22% | $7M | 131.7K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.22% | $354,833 | 6.8K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.22% | $406,225 | 7.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.22% | $156M | 2.98M | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 0.22% | $272,795 | 5.2K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.22% | $14M | 265.1K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.21% | $272,637 | 5.2K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.21% | $1M | 26.4K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.21% | $10M | 185.5K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.21% | $452,016 | 8.6K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 0.20% | $286,117 | 5.4K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.20% | $279,987 | 5.3K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.20% | $812,948 | 15.5K | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 0.20% | $528,070 | 10.0K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.20% | $293,616 | 5.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.20% | $217M | 4.14M | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.20% | $292,234 | 5.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.19% | $6M | 104.7K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.19% | $2M | 39.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.19% | $51M | 966.2K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.19% | $943,978 | 18.0K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.19% | $619,125 | 11.7K | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.19% | $4M | 76.6K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.19% | $6M | 104.8K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.19% | $1M | 27.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.19% | $15M | 277.6K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.19% | $2M | 40.6K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.18% | $357,341 | 6.8K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.18% | $585,358 | 11.0K | Q3 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.18% | $12M | 225.1K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.18% | $8M | 144.6K | Q3 2025OLDER |
| Sachetta, LLC$184M AUM | 0.18% | $487,876 | 9.2K | Q3 2025OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.18% | $200,408 | 3.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.18% | $89M | 1.69M | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.18% | $2M | 28.9K | Q4 2025OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.18% | $666,698 | 12.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.18% | $33M | 620.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.18% | $161M | 3.05M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.18% | $14M | 274.3K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.18% | $211,733 | 4.0K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.17% | $1M | 22.4K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.17% | $332,745 | 6.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.17% | $1.3B | 24.75M | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.17% | $127M | 2.42M | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.17% | $634,189 | 12.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.17% | $15M | 283.1K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.17% | $440,560 | 8.4K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.17% | $2M | 32.0K | Q2 2026 |
| FIRST UNITED BANK & TRUST$308M AUM | 0.17% | $514,089 | 9.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.17% | $27M | 514.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.17% | $42M | 791.1K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.17% | $3M | 63.0K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.16% | $309,526 | 5.9K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.16% | $4M | 80.6K | Q2 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.16% | $561,784 | 10.7K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.16% | $2M | 45.6K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.16% | $519,871 | 9.9K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.16% | $129M | 2.46M | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.16% | $2M | 34.4K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.16% | $229,669 | 4.4K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.15% | $4M | 81.8K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.15% | $836,177 | 15.9K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.15% | $949,630 | 18.1K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.15% | $336,437 | 6.4K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.15% | $277,130 | 5.3K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.15% | $262,766 | 5.0K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.15% | $909,346 | 17.3K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.15% | $288,292 | 5.5K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.15% | $683,543 | 13.0K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.15% | $255,021 | 4.9K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.15% | $514,762 | 9.7K | Q4 2025OLDER |
| Black Maple Capital Management LP$179M AUM | 0.15% | $262,800 | 5.0K | Q1 2026OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 0.15% | $3M | 58.0K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.15% | $390,573 | 7.4K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.15% | $613,802 | 11.7K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.14% | $2M | 28.9K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.14% | $314,940 | 6.0K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.14% | $832,795 | 15.9K | Q2 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.14% | $5M | 92.4K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.14% | $2M | 31.3K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.14% | $8M | 150.7K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.14% | $2M | 33.6K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.14% | $209,828 | 4.0K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.14% | $18M | 345.3K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.14% | $8M | 158.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.14% | $26M | 500.7K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.14% | $730,194 | 13.9K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.14% | $412,309 | 7.9K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.14% | $3M | 49.7K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 0.14% | $557,238 | 10.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.14% | $107M | 2.03M | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.14% | $4M | 74.9K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.13% | $415,960 | 7.9K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.13% | $256,904 | 4.9K | Q4 2025OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.13% | $267,321 | 5.1K | Q4 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.13% | $290,432 | 5.5K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.13% | $132,083 | 2.5K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 0.13% | $208,138 | 4.0K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.13% | $200,581 | 3.8K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.13% | $932,940 | 17.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.13% | $24M | 453.3K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.13% | $3M | 50.5K | Q3 2025OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.13% | $353,571 | 6.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.13% | $550M | 10.44M | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.13% | $1M | 21.6K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.13% | $780,647 | 14.9K | Q2 2026 |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.13% | $3M | 66.1K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.12% | $284,152 | 5.4K | Q2 2026 |
| Richardson Capital Management LLC$207M AUM | 0.12% | $257,649 | 4.9K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.12% | $544,522 | 10.4K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.12% | $1M | 25.9K | Q2 2026 |
| ONE Advisory Partners, LLC$324M AUM | 0.12% | $400,989 | 7.6K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.12% | $840,950 | 16.0K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.12% | $154,053 | 2.9K | Q3 2025OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.12% | $610,432 | 11.6K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 0.12% | $736,727 | 14.1K | Q2 2026 |
| Bayshore Capital Advisors, LLC$237M AUM | 0.12% | $281,774 | 5.4K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.12% | $380,902 | 7.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.12% | $2M | 38.1K | Q3 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.12% | $713,712 | 13.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.12% | $200M | 3.81M | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.12% | $518,084 | 9.9K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.11% | $273,388 | 5.2K | Q4 2025OLDER |
| Rede Wealth, LLC$278M AUM | 0.11% | $316,464 | 6.0K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.11% | $6M | 123.5K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.11% | $5M | 92.8K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.11% | $254,093 | 4.8K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.11% | $2M | 28.8K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.11% | $1M | 19.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.11% | $387,137 | 7.3K | Q4 2025OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.11% | $1M | 27.0K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 0.10% | $6M | 111.7K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.10% | $709,363 | 13.5K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.10% | $219,137 | 4.1K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $96M | 1.83M | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.10% | $441,609 | 8.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.10% | $8M | 158.6K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.10% | $230,972 | 4.4K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.10% | $274,181 | 5.2K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.10% | $475,539 | 9.0K | Q1 2026OLDER |
| Cardinal Capital Management$776M AUM | 0.10% | $776,312 | 14.8K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 0.10% | $300,041 | 5.7K | Q4 2025OLDER |
| TRUEFG, LLC$377M AUM | 0.10% | $371,732 | 7.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.10% | $368M | 7.00M | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.10% | $2M | 33.4K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 0.10% | $2M | 38.6K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.10% | $2M | 32.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.10% | $3M | 62.3K | Q2 2026 |
| Disciplined Investments, LLC$279M AUM | 0.10% | $267,320 | 5.1K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.09% | $403,261 | 7.7K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.09% | $3M | 56.7K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.09% | $345,874 | 6.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $3M | 47.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.09% | $18M | 344.7K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.09% | $3M | 55.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.