ISHARES TR
CUSIP 464288752
Ishares Tr has 324 institutional holders in Filings Flow’s 13F database, together reporting 20.56M shares worth $1.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Citigroup Inc.
Institutional Holders
324
Q1 2026
Reported Value
$1.8B
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 |
|---|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 3.58% | $5M | 56.1K | Q1 2026OLDER |
| Hiddenite Capital Partners LP$381M AUM | 2.50% | $19M | 200.0K | Q4 2025OLDER |
| Mader & Shannon Wealth Management, Inc.$214M AUM | 2.38% | $5M | 48.8K | Q2 2026 |
| FOCUS Wealth Advisors, LLC$216M AUM | 2.33% | $5M | 52.6K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 2.13% | $4M | 36.7K | Q2 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 1.96% | $8M | 77.2K | Q3 2025OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 1.80% | $5M | 44.1K | Q3 2025OLDER |
| Rockport Wealth LLC$549M AUM | 1.74% | $9M | 92.6K | Q4 2025OLDER |
| Night Squared LP$681M AUM | 1.64% | $11M | 123.1K | Q1 2026OLDER |
| MKP Capital Management, L.L.C.$3.0B AUM | 1.34% | $38M | 389.8K | Q4 2025OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.27% | $3M | 31.9K | Q1 2026OLDER |
| EMG Holdings, L.P.$397M AUM | 1.14% | $5M | 50.0K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.07% | $1M | 15.0K | Q4 2025OLDER |
| Passaic Partners LLC$1.1B AUM | 1.03% | $10M | 103.2K | Q4 2025OLDER |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 1.00% | $8M | 75.0K | Q3 2025OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.98% | $6M | 64.1K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 0.86% | $4M | 38.6K | Q4 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.70% | $4M | 47.0K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 0.67% | $1M | 11.6K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.65% | $29M | 300.0K | Q4 2025OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.62% | $1M | 10.5K | Q3 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.59% | $48M | 448.0K | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.57% | $8M | 86.7K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.57% | $7M | 75.0K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.56% | $24M | 227.5K | Q3 2025OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.53% | $6M | 70.3K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.52% | $2M | 22.6K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.51% | $1M | 11.5K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.47% | $4M | 45.8K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.45% | $682,204 | 7.5K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.45% | $655,582 | 7.2K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.44% | $51,039 | 530.0K | Q4 2025OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.44% | $19M | 200.0K | Q4 2025OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.43% | $2M | 17.3K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 0.42% | $589,209 | 6.5K | Q1 2026OLDER |
| Mirabaud & Cie SA$249M AUM | 0.41% | $1M | 9.8K | Q2 2026 |
| Sender Co & Partners, Inc.$165M AUM | 0.41% | $4M | 34.6K | Q3 2025OLDER |
| Maxele Advisors, LLC$123M AUM | 0.40% | $497,989 | 5.2K | Q4 2025OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.39% | $533,628 | 5.5K | Q4 2025OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.39% | $2M | 15.9K | Q4 2025OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.38% | $928,785 | 8.7K | Q3 2025OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.37% | $688,793 | 7.6K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.35% | $412,817 | 4.6K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.33% | $10M | 109.8K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 0.32% | $482,450 | 5.3K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.31% | $767,456 | 8.5K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.29% | $3M | 31.3K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.29% | $3M | 28.5K | Q4 2025OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.29% | $860,225 | 9.5K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.28% | $6M | 67.1K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.26% | $6M | 61.5K | Q4 2025OLDER |
| Jupiter Wealth Management LLC$253M AUM | 0.26% | $667,275 | 7.5K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.26% | $838,147 | 9.3K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.25% | $373,247 | 4.1K | Q1 2026OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 0.25% | $365,844 | 3.8K | Q4 2025OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.24% | $414,253 | 4.6K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.24% | $224,737 | 2.3K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.23% | $266,320 | 2.5K | Q2 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM | 0.23% | $2M | 20.0K | Q4 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.23% | $3M | 31.8K | Q3 2025OLDER |
| MYDA Advisors LLC$608M AUM | 0.22% | $1M | 15.0K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.22% | $6M | 67.2K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.22% | $865,500 | 8.1K | Q3 2025OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 0.21% | $1M | 12.2K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.21% | $3M | 27.0K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 0.20% | $907,931 | 8.7K | Q2 2026 |
| SOL Capital Management CO$206M AUM | 0.19% | $2,122 | 22.0K | Q4 2025OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.19% | $882,287 | 8.2K | Q3 2025OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.19% | $457,248 | 5.0K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.18% | $380,129 | 4.2K | Q1 2026OLDER |
| Vienna Asset Management LLC$129M AUM | 0.18% | $235,085 | 2.6K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.18% | $531,853 | 5.0K | Q3 2025OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.17% | $403,385 | 0 | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.17% | $259,858 | 2.9K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.17% | $2M | 16.5K | Q2 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.17% | $853,878 | 9.4K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.17% | $778,351 | 8.6K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.16% | $220,569 | 2.1K | Q3 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.16% | $6M | 62.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.16% | $466,394 | 5.2K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.16% | $250,380 | 2.6K | Q4 2025OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.16% | $10M | 100.0K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.16% | $3M | 33.0K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.15% | $436,937 | 4.1K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.15% | $5M | 53.4K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.15% | $401,651 | 3.7K | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.15% | $93M | 1.03M | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 0.14% | $364,014 | 3.8K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.13% | $13M | 133.4K | Q4 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.13% | $552,627 | 6.1K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.13% | $3M | 33.8K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.13% | $160,998 | 1.8K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.13% | $4M | 44.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.12% | $885,601 | 9.8K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.12% | $2M | 14.8K | Q3 2025OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.12% | $301,582 | 2.8K | Q3 2025OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.11% | $271,786 | 3.0K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.11% | $213,789 | 2.4K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.11% | $231,499 | 2.3K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.11% | $321,181 | 3.5K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.10% | $1M | 12.4K | Q3 2025OLDER |
| Family Capital Management, Inc.$225M AUM | 0.10% | $229,997 | 2.5K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.10% | $208,960 | 2.0K | Q2 2026 |
| D. SCOTT NEAL, INC.$216M AUM | 0.10% | $214,500 | 2.0K | Q3 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.10% | $1M | 14.5K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.10% | $1M | 14.5K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 0.10% | $314,832 | 2.9K | Q3 2025OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.09% | $513,514 | 5.7K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.09% | $408,799 | 4.5K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.09% | $481,500 | 5.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.09% | $36M | 402.1K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.09% | $6M | 63.4K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.08% | $1M | 10.4K | Q3 2025OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.08% | $5M | 51.7K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.08% | $217,074 | 2.0K | Q3 2025OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.08% | $2M | 22.9K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.08% | $90,550 | 1.0K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.08% | $214,500 | 2.0K | Q3 2025OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.08% | $1M | 12.5K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.08% | $676,026 | 7.0K | Q4 2025OLDER |
| Apeiron RIA LLC$431M AUM | 0.07% | $314,209 | 3.5K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.07% | $2M | 17.5K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.07% | $210,257 | 2.3K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.07% | $206,907 | 2.3K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.07% | $882,012 | 9.2K | Q4 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.07% | $170,201 | 1.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.07% | $155,203 | 1.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.07% | $344,090 | 3.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.07% | $209,843 | 2.1K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.07% | $128,833 | 1.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $2M | 18.9K | Q4 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.06% | $393,787 | 3.7K | Q3 2025OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.06% | $216,645 | 2.0K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.06% | $2M | 20.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.06% | $4M | 36.8K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.06% | $13M | 147.8K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.06% | $221,766 | 2.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.06% | $134M | 1.48M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 17.3K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.06% | $14M | 150.0K | Q4 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.06% | $113,835 | 1.3K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $703,108 | 7.8K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.06% | $92,361 | 1.0K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.06% | $160,273 | 1.8K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.05% | $251,457 | 2.8K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.05% | $396,946 | 4.1K | Q4 2025OLDER |
| Crumly & Associates Inc.$522M AUM | 0.05% | $263,837 | 2.5K | Q2 2026 |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.05% | $52,136 | 499 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.05% | $630M | 6.96M | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.04% | $1M | 15.0K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $4M | 40.3K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.04% | $270,111 | 3.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 19.5K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 29.8K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.04% | $511,318 | 4.9K | Q2 2026 |
| North Capital, Inc.$118M AUM | 0.04% | $52,982 | 494 | Q3 2025OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.04% | $90,550 | 1.0K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.04% | $48,150 | 500 | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.04% | $67,659 | 747 | Q1 2026OLDER |
| Giverny Capital Inc.$2.7B AUM | 0.04% | $982,830 | 10.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $622,611 | 6.9K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.04% | $214,314 | 2.0K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.03% | $219,467 | 2.2K | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.03% | $103,715 | 1.1K | Q4 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.03% | $242,674 | 2.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.03% | $25M | 279.2K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.03% | $211,959 | 2.0K | Q3 2025OLDER |
| Converium Capital Inc.$175M AUM | 0.03% | $55,000 | 100.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.03% | $213,698 | 2.4K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $720,705 | 7.5K | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.03% | $82,690 | 771 | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $724,689 | 6.8K | Q3 2025OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $509,257 | 5.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $394,966 | 4.3K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.03% | $763,065 | 8.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $323,197 | 3.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.03% | $6M | 66.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 13.3K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 0.02% | $148,864 | 1.6K | Q1 2026OLDER |
| Quantum Capital Management, LLC / NJ$781M AUM | 0.02% | $188,163 | 2.1K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.02% | $9M | 100.0K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $998,585 | 11.0K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.02% | $25,038 | 260 | Q4 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $635,661 | 7.0K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.02% | $69,240 | 719 | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $1M | 11.3K | Q2 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $207,045 | 2.1K | Q4 2025OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.02% | $214,500 | 2.0K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $391,538 | 4.3K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.02% | $270,292 | 3.0K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.02% | $308,430 | 3.2K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $43M | 472.6K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $29M | 267.2K | Q3 2025OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.02% | $30,915 | 341 | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $241,140 | 2.3K | Q2 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $497,029 | 5.5K | Q1 2026OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 0.02% | $192,600 | 2.0K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $354,594 | 3.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $856,931 | 9.5K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.02% | $12M | 131.9K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.02% | $201,836 | 2.2K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.02% | $47,052 | 520 | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.02% | $1M | 15.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 12.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $241,136 | 2.5K | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $5M | 50.0K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $1M | 15.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $394,787 | 3.7K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 10.0K | Q3 2025OLDER |
| Rice Partnership, LLC$732M AUM | 0.02% | $117,715 | 1.3K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $269,335 | 3.0K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $201,390 | 2.1K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $94M | 1.04M | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $9M | 95.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $9M | 82.8K | Q3 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $45,275 | 500 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $47M | 518.7K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $231,720 | 2.6K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $38,932 | 363 | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $674,059 | 6.3K | Q3 2025OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.01% | $45,935 | 477 | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 12.7K | Q3 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $59,973 | 662 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $179,249 | 2.0K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $3M | 35.1K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $45,365 | 501 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $45,365 | 501 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $769,839 | 8.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $262,431 | 2.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $248,177 | 2.3K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $192M | 1.99M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $21M | 216.8K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 15.0K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 16.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $85M | 940.2K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $588,575 | 6.5K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.01% | $16,088 | 150 | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $219,809 | 2.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 17.1K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $27,618 | 305 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $816,576 | 8.5K | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.01% | $47,512 | 443 | Q3 2025OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.01% | $211,860 | 2.2K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $186,261 | 2.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $542,213 | 6.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $35M | 385.7K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $33,051 | 365 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $81M | 897.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $28,571 | 315 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 20.9K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $83,215 | 919 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $348,918 | 3.9K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $36,465 | 340 | Q3 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.01% | $20,125 | 216 | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 17.9K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 26.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $604,950 | 6.7K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $248,831 | 2.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 23.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $53M | 588.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 24.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 14.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $208,157 | 2.3K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $373,922 | 4.1K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.01% | $64,958 | 710 | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $273,016 | 3.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $601,288 | 6.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $64M | 711.5K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.01% | $35,767 | 395 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 15.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.01% | $169,199 | 1.8K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $431,930 | 4.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 67.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $16M | 178.7K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.01% | $31,693 | 350 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 60.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $34M | 376.8K | Q2 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $9,630 | 100 | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $229,725 | 2.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 12.3K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.01% | $13,216 | 137 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $6M | 67.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $561,167 | 6.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $316,114 | 3.0K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $42,688 | 471 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 35.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 61.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $467,776 | 5.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $322,915 | 3.6K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $386,309 | 4.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $202,235 | 2.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $23M | 257.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 11.4K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $184,415 | 1.8K | Q2 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $623,919 | 6.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $85,599 | 945 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $301,419 | 3.1K | Q4 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $390,978 | 4.1K | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $9,055 | 100 | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.01% | $1M | 12.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $37,653 | 391 | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $9,627 | 106 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $137,614 | 1.5K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.01% | $11,138 | 123 | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $234,453 | 2.2K | Q2 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $1M | 11.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 18.7K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $15,567 | 149 | Q2 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $663,098 | 7.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $901,416 | 10.0K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $31,692 | 350 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $11,583 | 108 | Q3 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $10,725 | 100 | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $258,804 | 2.4K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $37,128 | 346 | Q3 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $11,772 | 130 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 45.8K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.00% | $4,045 | 42 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $277,986 | 3.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 27.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $68,932 | 716 | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $267,008 | 2.5K | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $54,330 | 600 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 26.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 26.6K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $35,929 | 335 | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $520,121 | 5.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $38,303 | 423 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $34,952 | 386 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $740,783 | 8.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $306,398 | 3.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $814,426 | 9.0K | Q2 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $12,058 | 125 | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $9,508 | 105 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 173.6K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $239,978 | 2.2K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $24,785 | 273 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $11M | 125.2K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $4M | 43.1K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $13,583 | 150 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $49,151 | 540 | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $328,334 | 3.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $99,386 | 1.1K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $6,163 | 64 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $29,882 | 330 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $235,299 | 2.4K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $13,130 | 145 | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $429,099 | 4.1K | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 0.00% | $2,725 | 30 | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $22,275 | 246 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $202,756 | 2.2K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $240,750 | 2.5K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 18.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $3,441 | 38 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 19.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,823 | 17 | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $226,892 | 2.4K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $966,265 | 10.7K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $769,675 | 8.5K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $7,079 | 66 | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 10.6K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $583,022 | 5.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 11.6K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $1,630 | 18 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 20.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $43,827 | 484 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $836,197 | 9.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $6,380 | 70 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $3,984 | 44 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $683,780 | 7.6K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $1,539 | 17 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $17,160 | 160 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 20.0K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $56,051 | 619 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $16,842 | 186 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $521,840 | 5.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $36,220 | 400 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 19.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 148.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $25,535 | 282 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $282,516 | 3.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,926 | 20 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $377,322 | 4.2K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 23.6K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $6,029 | 63 | Q4 2025OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $18,110 | 200 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $418,522 | 4.6K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $1,811 | 22 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $124,235 | 1.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $299,843 | 3.3K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $2,988 | 33 | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $5,252 | 58 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $28,011 | 283 | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $245,300 | 2.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 21.7K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $906 | 10 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $291,026 | 3.0K | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $90,550 | 1.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $49,154 | 540 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $2,299 | 22 | Q2 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $644 | 6 | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $18,110 | 200 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $88,481 | 825 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $466,061 | 5.1K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $1,932 | 20 | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $9,055 | 100 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $98,612 | 1.0K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $291,813 | 3.2K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $6,067 | 63 | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $317,016 | 3.5K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $74,703 | 825 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $4,552 | 50 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $252,277 | 2.6K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $39,480 | 436 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,829 | 50 | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $208,393 | 2.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $233,438 | 2.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $51,922 | 573 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $1,449 | 16 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,889 | 30 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $143,805 | 1.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $78,597 | 868 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $5,682 | 59 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,478 | 62 | Q2 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $9,055 | 100 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $11,094 | 123 | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,672 | 16 | Q2 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $1,881 | 18 | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $214,500 | 2.0K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $5,976 | 66 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $264,993 | 2.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,449 | 16 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $341,314 | 3.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $963 | 10 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $9,128 | 100 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $543 | 6 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $490 | 5 | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $649 | 7 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $510,159 | 5.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,240 | 91 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $467,621 | 5.2K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $2,346 | 26 | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $193 | 2 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 15.4K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $1,445 | 15 | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $867 | 9 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $2,467 | 23 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,348 | 14 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $674 | 7 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,363 | 50 | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $1,539 | 17 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $4,915 | 54 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $817,542 | 9.0K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $38,031 | 420 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $751 | 7 | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $453 | 5 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $181 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.