ISHARES TR
CUSIP 464288836
Ishares Tr has 196 institutional holders in Filings Flow’s 13F database, together reporting 7.60M shares worth $652M as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Foundations Investment Advisors, LLC, and Morgan Stanley.
Institutional Holders
196
Q1 2026
Reported Value
$652M
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 |
|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC$403M AUM | 4.35% | $18M | 202.6K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 3.09% | $11M | 129.6K | Q1 2026OLDER |
| Concord Investment Counsel Inc.$297M AUM | 1.43% | $4M | 49.2K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 1.38% | $5M | 61.6K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.36% | $8M | 93.1K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 1.15% | $10M | 118.7K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 1.00% | $4M | 35.6K | Q2 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.98% | $6M | 76.3K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.81% | $6M | 75.1K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.74% | $60M | 689.3K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 0.68% | $1M | 13.8K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.57% | $2M | 18.5K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.56% | $1M | 14.8K | Q1 2026OLDER |
| Purewater Capital LLC$104M AUM | 0.50% | $526,321 | 6.1K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.30% | $463,818 | 5.4K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.28% | $595,304 | 6.9K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.26% | $750,533 | 8.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.20% | $25M | 286.5K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.19% | $2M | 20.3K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.19% | $1M | 9.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.18% | $4M | 41.0K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.18% | $1M | 13.0K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.18% | $665,962 | 7.7K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.17% | $200,231 | 2.3K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.17% | $530,222 | 6.1K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.16% | $1M | 12.0K | Q4 2025OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 0.15% | $227,015 | 2.6K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.14% | $298,844 | 3.4K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.14% | $2M | 26.5K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.14% | $811,932 | 9.4K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.13% | $228,564 | 2.6K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.13% | $286,044 | 3.3K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.11% | $791,076 | 9.0K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.10% | $974,596 | 11.2K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.09% | $285,177 | 3.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.09% | $2M | 23.5K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.08% | $240M | 2.77M | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.08% | $123,447 | 1.4K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.08% | $1M | 15.8K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.07% | $2M | 24.5K | Q4 2025OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.07% | $327,564 | 3.8K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.06% | $286,044 | 3.3K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.06% | $124,299 | 1.4K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.06% | $357,921 | 3.6K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $5M | 57.2K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.05% | $323,896 | 3.7K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.05% | $190,349 | 2.2K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.04% | $279,190 | 3.2K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.04% | $323,391 | 3.7K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.04% | $301,066 | 3.5K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.04% | $260,040 | 3.0K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.04% | $439,381 | 5.1K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.03% | $128,287 | 1.5K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.03% | $49,306 | 498 | Q2 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.03% | $41,607 | 480 | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 13.2K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.03% | $36,217 | 418 | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.03% | $1M | 12.2K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.03% | $483,154 | 5.6K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $380,007 | 4.4K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.03% | $54,608 | 630 | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $555,297 | 6.5K | Q4 2025OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.03% | $255,273 | 2.9K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.02% | $209,072 | 2.4K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.02% | $140,460 | 1.7K | Q4 2025OLDER |
| Accent Capital Management, LLC$206M AUM | 0.02% | $43,340 | 500 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 31.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.02% | $26,264 | 303 | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $381,219 | 4.4K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $224,210 | 3.1K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 36.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $592,017 | 8.2K | Q3 2025OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $246,114 | 2.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $620,297 | 7.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $328,183 | 4.5K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $768,746 | 9.1K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $15,342 | 177 | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.01% | $13,256 | 153 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $25,223 | 291 | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $277,376 | 3.2K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.01% | $253,345 | 3.5K | Q3 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $510,929 | 5.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $302,971 | 3.1K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $290,095 | 4.0K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $422,860 | 4.3K | Q2 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $394,769 | 4.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $7M | 75.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 109.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 18.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $615,688 | 7.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $492,720 | 5.0K | Q2 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.01% | $234,036 | 2.7K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.01% | $18,598 | 211 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $588,210 | 6.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $288,384 | 3.3K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $478,907 | 5.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $219,930 | 2.2K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $267,841 | 3.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.01% | $17,683 | 204 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $88,521 | 1.2K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $149,897 | 1.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $83,213 | 960 | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.01% | $78,012 | 900 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $26,004 | 300 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 37.5K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $44,555 | 450 | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $59,375 | 685 | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.00% | $18,203 | 210 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 170.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $73,331 | 846 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $44,555 | 450 | Q2 2026 |
| Guerra Advisors Inc$271M AUM | 0.00% | $10,013 | 138 | Q3 2025OLDER |
| Bravera Wealth$222M AUM | 0.00% | $7,975 | 92 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $252,932 | 2.9K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $16,634 | 168 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 26.7K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $4,918 | 57 | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.00% | $11,452 | 135 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $40M | 456.6K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $7,021 | 81 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $13,932 | 192 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $60,329 | 696 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $351,243 | 4.1K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $9,317 | 107 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 24.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $40M | 472.6K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.00% | $9,448 | 109 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 53.3K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $51,661 | 609 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $536,974 | 6.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $546,348 | 6.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $32M | 375.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $307,933 | 3.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,281 | 84 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $84,687 | 977 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $501,010 | 5.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 66.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 116.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $205,946 | 2.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $69,171 | 798 | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $7,281 | 84 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $244,056 | 2.9K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $249,099 | 3.4K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $157,763 | 1.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $305,989 | 3.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $23,028 | 266 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $13,002 | 150 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $7,281 | 84 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $48,108 | 555 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $61,023 | 704 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $71,020 | 837 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 69.9K | Q2 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 14.3K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $543,541 | 6.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $781,812 | 9.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $568,621 | 6.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $556,072 | 6.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 46.8K | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.00% | $1,273 | 15 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $836,078 | 9.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $461,368 | 5.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $562,469 | 6.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 79.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $272,190 | 3.1K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $37,919 | 447 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $489,878 | 5.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $746,577 | 8.6K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $48,468 | 660 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $8,668 | 100 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $6,241 | 72 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 15.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 60.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $112,597 | 1.3K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $7,555 | 87 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $137,700 | 1.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 39.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $45,680 | 527 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $14,852 | 150 | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $121,092 | 1.4K | Q2 2026 |
| Creative Planning$147.4B AUM | 0.00% | $593,197 | 6.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,716 | 88 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $67,162 | 775 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $13,002 | 150 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $54,410 | 628 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,687 | 31 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $55,909 | 645 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,326 | 225 | Q3 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.00% | $5,702 | 87 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,321 | 96 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $679,658 | 7.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $220,382 | 2.5K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $76,247 | 870 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $296,772 | 4.2K | Q3 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $780 | 9 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 13.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $686,604 | 7.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,379 | 51 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $173,966 | 2.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $225,845 | 2.6K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $7,959 | 90 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $4,681 | 54 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 19.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $1,848 | 21 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $15,428 | 178 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $40,306 | 465 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $29,435 | 340 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $118,318 | 1.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $940 | 11 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $38,249 | 441 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $32,765 | 378 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $276,943 | 3.2K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $4,681 | 54 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $22,605 | 261 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $14,042 | 162 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $36,731 | 433 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $30,425 | 351 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $3,308 | 39 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $17,163 | 198 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $22,623 | 261 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.