ISHARES TR
CUSIP 464288810
Ishares Tr has 505 institutional holders in Filings Flow’s 13F database, together reporting 27.96M shares worth $1.5B as of Q1 2026. The largest reported holders are Morgan Stanley, Citigroup Inc, and Goldman Sachs Group Inc.
Institutional Holders
505
Q1 2026
Reported Value
$1.5B
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 |
|---|---|---|---|---|
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 5.99% | $8M | 141.0K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 2.98% | $3M | 12.2K | Q2 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 2.97% | $10M | 182.3K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 2.72% | $7M | 130.2K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 2.71% | $6M | 94.8K | Q3 2025OLDER |
| Somerset Group LLC$135M AUM | 2.18% | $3M | 54.1K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.77% | $4M | 56.8K | Q4 2025OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 1.71% | $7M | 117.9K | Q4 2025OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 1.61% | $12M | 211.9K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 1.51% | $2M | 29.3K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 1.49% | $5M | 101.1K | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 1.10% | $1M | 27.3K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 1.10% | $1M | 26.9K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.97% | $1M | 26.9K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.91% | $5M | 87.9K | Q2 2026 |
| S&A Financial Services, Inc.$146M AUM | 0.88% | $1M | 24.1K | Q2 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.80% | $3M | 54.2K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.79% | $2M | 32.4K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 0.76% | $2M | 42.4K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.76% | $4M | 57.1K | Q4 2025OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.74% | $2M | 35.0K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.66% | $773,559 | 15.7K | Q2 2026 |
| TPG Advisors LLC$160M AUM | 0.61% | $972,500 | 18.2K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.59% | $1M | 22.9K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.59% | $16M | 293.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.58% | $5M | 102.3K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.58% | $3M | 48.5K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.56% | $2M | 33.8K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.52% | $919,101 | 16.9K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.52% | $1M | 26.4K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.50% | $6M | 111.6K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.45% | $465,678 | 8.7K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.44% | $645,819 | 12.1K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.41% | $5M | 88.9K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.40% | $853,600 | 16.0K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.39% | $638,173 | 12.0K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.39% | $428,881 | 8.0K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.39% | $700,785 | 11.7K | Q3 2025OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.39% | $392,615 | 7.4K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 0.37% | $397,793 | 7.5K | Q2 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.37% | $1M | 22.0K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.36% | $23M | 437.4K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.35% | $872,512 | 16.4K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.34% | $1M | 19.1K | Q2 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.33% | $580,099 | 10.9K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.32% | $2M | 43.9K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.32% | $15M | 248.7K | Q3 2025OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.31% | $957,366 | 17.9K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.30% | $840,263 | 15.8K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.30% | $9M | 174.8K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.29% | $1M | 22.9K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 0.29% | $363,739 | 6.8K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.29% | $1M | 21.1K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.27% | $12M | 226.7K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 0.27% | $298,973 | 5.6K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.26% | $954,965 | 17.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.26% | $438,377 | 8.2K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.26% | $988,198 | 18.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.25% | $3M | 64.1K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.24% | $1M | 17.7K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.24% | $4M | 72.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.24% | $719,933 | 12.0K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.24% | $2M | 34.3K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.23% | $499,882 | 9.4K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.23% | $896,452 | 14.4K | Q4 2025OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.23% | $330,072 | 6.2K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.23% | $797,049 | 14.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.23% | $5M | 99.8K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.22% | $1M | 21.6K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.22% | $4M | 67.0K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.22% | $329,276 | 6.2K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.21% | $583,148 | 10.9K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.21% | $602,110 | 12.2K | Q2 2026 |
| Vectors Research Management, LLC$342M AUM | 0.21% | $717,541 | 13.4K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.21% | $585,463 | 11.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.21% | $15M | 286.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.21% | $17M | 314.6K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.20% | $1M | 27.0K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.20% | $3M | 48.3K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.20% | $630,109 | 11.8K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.20% | $892,868 | 16.7K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 0.19% | $428,971 | 7.1K | Q3 2025OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.19% | $293,791 | 4.9K | Q3 2025OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.19% | $354,765 | 6.7K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.19% | $1M | 21.8K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 0.19% | $389,600 | 7.3K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 0.19% | $565,068 | 9.1K | Q4 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.18% | $3M | 57.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.18% | $356,435 | 6.6K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.17% | $214,149 | 4.0K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.17% | $207,817 | 3.5K | Q3 2025OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.17% | $438,537 | 8.2K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.17% | $2M | 29.8K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.17% | $2M | 42.4K | Q2 2026 |
| Fairvoy Private Wealth, LLC$419M AUM | 0.17% | $694,144 | 13.0K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.15% | $3M | 50.9K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.15% | $3M | 51.1K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 0.15% | $607,123 | 11.4K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 0.14% | $348,061 | 5.8K | Q3 2025OLDER |
| Creekside Partners$243M AUM | 0.14% | $339,306 | 6.4K | Q1 2026OLDER |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM | 0.14% | $602,663 | 11.3K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.13% | $522,190 | 9.8K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.13% | $4M | 83.9K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.13% | $156,824 | 2.9K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.12% | $394,871 | 7.4K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 0.12% | $591,705 | 11.1K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 0.12% | $201,478 | 3.4K | Q3 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.12% | $183,845 | 3.1K | Q3 2025OLDER |
| Finivi Inc.$195M AUM | 0.11% | $209,502 | 4.2K | Q2 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.11% | $3M | 51.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.11% | $3M | 50.0K | Q4 2025OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.10% | $1M | 16.3K | Q4 2025OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.10% | $396,480 | 7.4K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 0.10% | $254,447 | 4.8K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.10% | $454,057 | 8.5K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.10% | $384,025 | 6.2K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.09% | $2M | 33.6K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.08% | $99,679 | 1.9K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.08% | $212,276 | 4.0K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.08% | $250,154 | 4.0K | Q4 2025OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.08% | $264,083 | 5.0K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.08% | $134,283 | 2.5K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.08% | $311,558 | 5.8K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.07% | $327,221 | 6.6K | Q2 2026 |
| LeClair Wealth Partners LLC$289M AUM | 0.07% | $214,396 | 4.0K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.07% | $214,396 | 4.0K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.07% | $251,250 | 4.0K | Q4 2025OLDER |
| Opes Wealth Management LLC$609M AUM | 0.07% | $435,336 | 8.2K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.07% | $150,629 | 62.0K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.07% | $336,070 | 6.3K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.07% | $332,546 | 6.5K | Q2 2026 |
| Montis Financial, LLC$484M AUM | 0.07% | $329,831 | 6.2K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.07% | $225,614 | 3.6K | Q4 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.06% | $746,900 | 14.0K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.06% | $2M | 36.9K | Q4 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.06% | $1M | 20.2K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.06% | $401,993 | 7.5K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.06% | $487,300 | 9.1K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.06% | $432,669 | 8.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.06% | $440,953 | 8.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 21.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.06% | $1M | 24.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.06% | $204,597 | 3.8K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.06% | $225,104 | 3.7K | Q3 2025OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.06% | $413,919 | 6.7K | Q4 2025OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.06% | $619,659 | 11.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.06% | $3M | 48.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.06% | $1M | 20.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 21.4K | Q1 2026OLDER |
| KOTLER KEVIN$427M AUM | 0.06% | $242,509 | 3.9K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $9M | 141.1K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.06% | $288,090 | 5.5K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.06% | $848,192 | 13.6K | Q4 2025OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.05% | $221,829 | 4.2K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.05% | $187,942 | 3.0K | Q4 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.05% | $201,716 | 3.8K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.05% | $3M | 49.6K | Q4 2025OLDER |
| ALM First Financial Advisors, LLC$557M AUM | 0.05% | $296,999 | 5.6K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.05% | $599,707 | 11.2K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.05% | $312,016 | 5.8K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.05% | $370,569 | 6.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.05% | $4M | 66.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.05% | $1M | 24.8K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.05% | $556,707 | 10.4K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.05% | $2M | 35.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $60M | 1.12M | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 24.6K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.05% | $393,279 | 6.3K | Q4 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.05% | $219,079 | 3.5K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $577,948 | 11.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 31.8K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.04% | $104M | 1.95M | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.04% | $224,710 | 4.2K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $576,755 | 9.3K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.04% | $1M | 28.0K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.04% | $505,120 | 8.4K | Q3 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.04% | $257,202 | 4.3K | Q3 2025OLDER |
| Carrera Capital Advisors$649M AUM | 0.04% | $263,978 | 4.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.04% | $906,150 | 17.0K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $214,107 | 3.4K | Q4 2025OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.04% | $549,559 | 10.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $65,514 | 1.2K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $207,705 | 3.3K | Q4 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.04% | $93,785 | 1.8K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.04% | $154,395 | 2.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 30.6K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.04% | $423,706 | 7.9K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.04% | $929,177 | 17.4K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.04% | $175,653 | 3.6K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $488,689 | 9.2K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.04% | $55,162 | 918 | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.04% | $672,423 | 12.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.04% | $2M | 34.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $1M | 26.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $702,308 | 13.2K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.04% | $745,335 | 14.0K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.04% | $297,530 | 5.6K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.04% | $222,267 | 3.6K | Q4 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.04% | $384,120 | 7.2K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.04% | $52,911 | 992 | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.04% | $243,069 | 3.9K | Q4 2025OLDER |
| Brentview Investment Management LLC$231M AUM | 0.03% | $80,025 | 1.5K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.03% | $276,834 | 5.2K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.03% | $206,824 | 3.9K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.03% | $251,705 | 4.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 24.3K | Q2 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $434,105 | 7.0K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $693,770 | 13.0K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.03% | $292,589 | 5.5K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.03% | $1M | 27.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $442,912 | 8.3K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.03% | $2M | 29.0K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.03% | $84,560 | 1.6K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.03% | $302,655 | 5.7K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.03% | $176,125 | 3.3K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.03% | $736,332 | 13.8K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.03% | $282,843 | 5.3K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.03% | $207,629 | 3.9K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.03% | $278,807 | 5.2K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.03% | $252,096 | 4.2K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 28.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $395,447 | 7.4K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.03% | $181,390 | 3.4K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $205,879 | 3.4K | Q3 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.03% | $210,564 | 3.4K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $223,582 | 4.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $431,134 | 8.1K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.03% | $112,035 | 2.1K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.03% | $190,546 | 3.6K | Q1 2026OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 0.03% | $59,325 | 1.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.03% | $2M | 34.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 20.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 31.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.03% | $64,165 | 1.1K | Q3 2025OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.03% | $216,235 | 3.5K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.03% | $361,139 | 7.3K | Q2 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.02% | $204,349 | 3.3K | Q4 2025OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.02% | $236,020 | 4.4K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $726,894 | 13.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 90.9K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $13M | 207.3K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $24 | 382 | Q4 2025OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.02% | $219,638 | 3.5K | Q4 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $759,651 | 14.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 313.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $612,861 | 11.5K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.02% | $37,290 | 600 | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $203,125 | 4.1K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.02% | $41,816 | 696 | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $537,928 | 10.1K | Q2 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $384,957 | 6.2K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $584,076 | 10.9K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $314,765 | 5.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $6M | 109.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $305,486 | 5.7K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.02% | $30,089 | 564 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 188.2K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $363,980 | 6.8K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.02% | $346,203 | 6.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $763,749 | 14.3K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.02% | $211,434 | 3.4K | Q4 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.02% | $144,045 | 2.7K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $495,622 | 9.3K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 28.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 29.7K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.02% | $288,090 | 5.4K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.02% | $19,740 | 370 | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.02% | $4M | 74.6K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $314,641 | 5.1K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $15M | 275.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $326,590 | 6.1K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.02% | $352,391 | 5.7K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $69M | 1.29M | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $296,422 | 5.6K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 20.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 29.8K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.02% | $73,783 | 1.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $634,691 | 11.9K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.02% | $456,103 | 8.6K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $392,495 | 7.4K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $61,139 | 1.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $245,338 | 4.6K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.02% | $53,350 | 1.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 109.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $47,695 | 894 | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.02% | $436,000 | 8.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 19.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $258,472 | 4.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $427,834 | 8.0K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 28.3K | Q1 2026OLDER |
| Security National Bank$838M AUM | 0.02% | $135,186 | 2.7K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $752,904 | 14.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $180,487 | 3.4K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $204,392 | 3.4K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $766,959 | 12.8K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.02% | $120,333 | 1.9K | Q4 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $223,537 | 4.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 103.1K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.02% | $218,969 | 3.5K | Q4 2025OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.02% | $203,604 | 3.3K | Q4 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $267,305 | 5.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $365,987 | 6.1K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $538,177 | 10.1K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $453,904 | 7.6K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $48M | 901.6K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.01% | $41,392 | 666 | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $274,319 | 5.1K | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 0.01% | $107,520 | 1.7K | Q4 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $20,831 | 390 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $139,244 | 2.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 249.4K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $449,593 | 7.2K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $760,577 | 14.3K | Q2 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.01% | $201,055 | 3.2K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $546,005 | 10.2K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.01% | $229,644 | 3.7K | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $417,462 | 7.7K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $403,646 | 7.6K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $353,711 | 6.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $377,698 | 7.1K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.01% | $379,930 | 7.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 48.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $214M | 3.44M | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.01% | $44,814 | 840 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $69,716 | 1.3K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.01% | $99,925 | 1.9K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $453,261 | 8.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 157.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $528,797 | 9.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $178,661 | 2.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $510,773 | 9.6K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $876,083 | 16.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 62.3K | Q2 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $454,005 | 7.3K | Q4 2025OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $22,406 | 450 | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $648,896 | 12.2K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $603,869 | 11.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $62M | 1.17M | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 22.7K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $355,498 | 5.7K | Q4 2025OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $256,080 | 4.8K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $203,155 | 3.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 196.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $95M | 1.78M | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 27.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $292,144 | 5.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $221,874 | 3.7K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 42.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $794,821 | 14.9K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $18M | 329.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $327,158 | 6.1K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $14,725 | 276 | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.01% | $18,032 | 338 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $802,638 | 15.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $7M | 128.6K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.01% | $45,721 | 857 | Q1 2026OLDER |
| Legend Capital Advisors LLC$160M AUM | 0.01% | $16,005 | 300 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $48,602 | 911 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.01% | $48,665 | 810 | Q3 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $613,472 | 11.5K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $33,611 | 630 | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $771,375 | 14.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $35M | 654.7K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.01% | $25,768 | 483 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $6M | 111.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 33.5K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $196,328 | 3.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $743,646 | 13.9K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.01% | $289,619 | 4.7K | Q4 2025OLDER |
| Canton Hathaway, LLC$496M AUM | 0.01% | $44,494 | 834 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $783,963 | 14.7K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.01% | $48,015 | 900 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $255,251 | 4.1K | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 24.1K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $316,370 | 6.4K | Q2 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $577,300 | 10.8K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $374,517 | 7.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 40.2K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.01% | $29,832 | 480 | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $294,715 | 4.7K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $26,538 | 427 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $51M | 946.7K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $232,504 | 3.7K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $683,655 | 12.8K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $213,517 | 3.4K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $291,718 | 5.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $39M | 729.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $38,092 | 714 | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $205,866 | 3.3K | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.01% | $33,664 | 631 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $32,543 | 610 | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.01% | $101,045 | 1.9K | Q2 2026 |
| Pacifica Partners Inc.$301M AUM | 0.01% | $18,566 | 348 | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $17,286 | 324 | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $499,986 | 8.3K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $260,851 | 4.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $325,384 | 5.2K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 20.1K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $321,032 | 5.2K | Q4 2025OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.01% | $395,111 | 7.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $1M | 26.0K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $234,397 | 4.4K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $202,543 | 3.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $967,662 | 18.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $332,101 | 6.2K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $34,678 | 650 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.01% | $56,308 | 906 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $72M | 1.34M | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $32,010 | 600 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $270,867 | 5.5K | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 83.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10M | 188.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $264,510 | 5.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $73,623 | 1.4K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $29,823 | 559 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $292,231 | 5.5K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $5M | 89.5K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $72,929 | 1.4K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.00% | $215,108 | 4.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $3M | 53.9K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $14,786 | 277 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 74.5K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $8,002 | 150 | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.00% | $6,129 | 237 | Q3 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $250,029 | 4.0K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 62.3K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $114,605 | 2.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $245,367 | 3.9K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.00% | $230,845 | 4.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $143,731 | 2.9K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $218,756 | 4.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $199,102 | 3.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $18M | 329.6K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $138,657 | 2.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $203,106 | 3.3K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $22,373 | 360 | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $341,046 | 5.7K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $162,344 | 3.0K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $792,993 | 14.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 147.7K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $17,950 | 336 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $590,264 | 11.1K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $176,642 | 3.3K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $34,145 | 640 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $296,397 | 5.6K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $31,383 | 660 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $359,634 | 6.7K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $32,416 | 608 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $6,402 | 120 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $39,012 | 628 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $31,690 | 594 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $9,243 | 154 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $443,240 | 8.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $385,154 | 7.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 34.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 66.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $614,513 | 11.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $571,718 | 10.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 41.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $8,003 | 150 | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $42,680 | 800 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $260,851 | 4.9K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.00% | $3,271 | 61 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $3,270 | 61 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 29.1K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $69,889 | 1.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $10,454 | 174 | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $441,714 | 8.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $454,924 | 8.5K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $502,234 | 8.1K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $75,827 | 1.2K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $212,813 | 4.0K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.00% | $2,668 | 50 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 26.5K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $6,722 | 126 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $757,230 | 14.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $874,526 | 16.4K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $24,006 | 450 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $47,135 | 882 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $116,143 | 2.2K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $6,676 | 125 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $267,148 | 5.0K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $3,201 | 60 | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $6,402 | 120 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 66.9K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $49,776 | 933 | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.00% | $17,072 | 320 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $24,551 | 460 | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $2,971 | 56 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $5,335 | 100 | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $5,335 | 100 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $241,222 | 3.9K | Q4 2025OLDER |
| City State Bank$385M AUM | 0.00% | $6,936 | 130 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $376,831 | 7.1K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $528,772 | 8.5K | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $14,281 | 238 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $387,988 | 6.2K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $307,936 | 5.8K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $440,831 | 8.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 40.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.