ISHARES TR
CUSIP 464289867
Ishares Tr has 405 institutional holders in Filings Flow’s 13F database, together reporting 18.49M shares worth $1.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Lpl Financial LLC, and Worth Asset Management, LLC.
Institutional Holders
405
Q1 2026
Reported Value
$1.2B
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 |
|---|---|---|---|---|
| Worth Asset Management, LLC$313M AUM | 16.51% | $52M | 742.7K | Q2 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 12.91% | $27M | 412.3K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 10.34% | $18M | 272.3K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 9.26% | $27M | 421.9K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 7.57% | $11M | 176.5K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 5.03% | $7M | 108.2K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 4.28% | $7M | 110.1K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 3.17% | $6M | 81.3K | Q2 2026 |
| Wealth Forward, LLC$177M AUM | 3.11% | $6M | 85.7K | Q1 2026OLDER |
| TTP Investments, Inc.$247M AUM | 3.10% | $11M | 166.0K | Q3 2025OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 2.99% | $21M | 320.0K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 2.39% | $5M | 57.5K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 2.32% | $4M | 59.5K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 1.98% | $16M | 251.7K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.84% | $4M | 67.2K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 1.77% | $4M | 67.7K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 1.68% | $2M | 34.2K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 1.63% | $2M | 25.6K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 1.60% | $6M | 94.5K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 1.55% | $6M | 96.3K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 1.27% | $9M | 146.1K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 1.26% | $5M | 82.0K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 1.01% | $4M | 64.0K | Q3 2025OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.93% | $33M | 509.4K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.83% | $5M | 82.4K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.82% | $6M | 92.5K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.82% | $2M | 33.1K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.80% | $8M | 126.3K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.76% | $8M | 123.4K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 0.72% | $969,364 | 14.9K | Q4 2025OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 0.67% | $2M | 27.5K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.67% | $2M | 23.5K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 0.67% | $1M | 20.3K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.62% | $5M | 81.5K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.62% | $1M | 14.1K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.59% | $36M | 563.1K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.58% | $1M | 18.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.58% | $2M | 31.1K | Q4 2025OLDER |
| SimpliFi, Inc.$238M AUM | 0.55% | $1M | 20.4K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.55% | $3M | 47.3K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.54% | $836,550 | 13.0K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.53% | $2M | 34.2K | Q4 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.52% | $1M | 20.9K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.49% | $686,357 | 10.7K | Q1 2026OLDER |
| Fidato Wealth LLC$154M AUM | 0.47% | $724,806 | 11.3K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.44% | $4M | 61.3K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.43% | $7M | 102.2K | Q1 2026OLDER |
| Prentice Wealth Management LLC$484M AUM | 0.41% | $2M | 28.5K | Q2 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.41% | $639,060 | 9.9K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.37% | $2M | 24.3K | Q2 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.36% | $808,674 | 12.6K | Q3 2025OLDER |
| MPS Loria Financial Planners, LLC$379M AUM | 0.36% | $1M | 21.1K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.36% | $617,207 | 9.6K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.35% | $3M | 52.8K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.34% | $479,308 | 7.4K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.33% | $633,912 | 9.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.32% | $632,717 | 9.8K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.30% | $645,659 | 10.0K | Q3 2025OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.30% | $443,316 | 6.9K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.29% | $363,763 | 5.2K | Q2 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.28% | $1M | 19.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.28% | $23M | 353.9K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.28% | $725,798 | 11.3K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.28% | $5M | 70.5K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.27% | $694,077 | 10.8K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.27% | $345,468 | 5.3K | Q4 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.27% | $2M | 38.5K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.26% | $575,512 | 8.9K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.26% | $427,543 | 6.6K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.26% | $1M | 17.5K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 0.26% | $2M | 28.0K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.25% | $565,872 | 8.8K | Q3 2025OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.25% | $552,928 | 8.6K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.25% | $903,088 | 14.0K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.25% | $299,614 | 4.7K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.25% | $603,229 | 9.4K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.24% | $239,540 | 3.6K | Q4 2025OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.24% | $468,912 | 7.4K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.23% | $5M | 81.5K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.23% | $264,078 | 4.1K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.23% | $388,913 | 6.0K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.22% | $8M | 123.5K | Q1 2026OLDER |
| Somnio Financial Group, LLC$169M AUM | 0.22% | $367,447 | 5.3K | Q2 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.22% | $1M | 21.8K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 0.21% | $757,786 | 11.8K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.21% | $387,320 | 6.0K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.21% | $328,831 | 5.1K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.21% | $521,198 | 8.1K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.21% | $364,906 | 5.7K | Q3 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.21% | $1M | 17.9K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.21% | $335,521 | 5.2K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.21% | $2M | 26.0K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.20% | $2M | 25.0K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.19% | $5M | 75.2K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.18% | $444,015 | 6.9K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.18% | $295,174 | 4.6K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.17% | $438,505 | 6.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.17% | $3M | 45.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.17% | $3M | 37.9K | Q2 2026 |
| Vertrix Wealth Management, LLC$297M AUM | 0.17% | $505,196 | 7.3K | Q2 2026 |
| Capstone Wealth Management Group LLC$163M AUM | 0.17% | $274,195 | 4.3K | Q1 2026OLDER |
| MTCO Ltd.$271M AUM | 0.17% | $449,665 | 6.5K | Q2 2026 |
| High Falls Advisors, Inc$494M AUM | 0.16% | $812,321 | 12.5K | Q4 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.16% | $2M | 26.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.16% | $4M | 60.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.16% | $2M | 28.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.16% | $490,389 | 7.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.16% | $706,770 | 11.0K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.16% | $424,287 | 6.6K | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 0.15% | $1M | 17.0K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.15% | $252,767 | 3.9K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.15% | $1M | 22.1K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.14% | $651,029 | 10.1K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$234M AUM | 0.14% | $324,519 | 4.7K | Q2 2026 |
| New Capital Management LP$406M AUM | 0.14% | $561,126 | 8.7K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.14% | $2M | 34.4K | Q2 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.14% | $4M | 59.2K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.13% | $850,395 | 13.2K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 0.13% | $307,019 | 4.8K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.13% | $750,759 | 11.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.13% | $162,999 | 2.5K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.13% | $2M | 38.0K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.13% | $233,783 | 3.6K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 0.13% | $399,586 | 5.7K | Q2 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 0.12% | $5M | 80.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.12% | $10M | 156.6K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.12% | $296,010 | 4.6K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.12% | $2M | 26.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.12% | $16M | 255.4K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 0.12% | $391,184 | 6.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.12% | $3M | 39.7K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.12% | $275,476 | 4.3K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.11% | $354,437 | 5.5K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 0.11% | $611,094 | 9.4K | Q4 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.11% | $415,958 | 6.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.11% | $127,438 | 2.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.11% | $578,867 | 9.0K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.11% | $219,906 | 3.4K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 0.11% | $203,476 | 3.2K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.11% | $610,986 | 9.5K | Q3 2025OLDER |
| Divergent Planning, LLC$392M AUM | 0.10% | $408,846 | 6.3K | Q4 2025OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.10% | $4M | 55.9K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.10% | $578,693 | 9.0K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.10% | $229,643 | 3.6K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.10% | $680,308 | 10.6K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 0.10% | $291,552 | 4.2K | Q2 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.10% | $2M | 35.5K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.10% | $201,335 | 3.1K | Q4 2025OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.10% | $354,118 | 5.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $4M | 51.7K | Q2 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.09% | $1M | 19.7K | Q4 2025OLDER |
| Brio Consultants, LLC$818M AUM | 0.09% | $751,758 | 11.1K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.09% | $299,227 | 4.7K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.09% | $405,533 | 5.8K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.09% | $754,241 | 11.7K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.09% | $1M | 20.7K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.09% | $218,885 | 3.4K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.08% | $629,964 | 9.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.08% | $1M | 17.0K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.08% | $148,663 | 2.3K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 0.08% | $311,647 | 4.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.08% | $734,691 | 11.4K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.08% | $536,598 | 7.9K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.08% | $463,874 | 384.9K | Q3 2025OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.08% | $230,393 | 3.3K | Q2 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.08% | $2M | 36.4K | Q4 2025OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.08% | $212,758 | 3.3K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.08% | $545,688 | 8.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.07% | $663,182 | 10.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.07% | $19M | 293.9K | Q3 2025OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.07% | $274,108 | 3.9K | Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.07% | $628,509 | 9.0K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 0.07% | $3M | 50.2K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.07% | $423,037 | 6.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $446,604 | 6.9K | Q3 2025OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.07% | $237,059 | 3.7K | Q3 2025OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.06% | $255,975 | 4.0K | Q3 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.06% | $379,332 | 5.9K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.06% | $329,344 | 5.1K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 0.06% | $222,572 | 3.5K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.06% | $439,851 | 6.8K | Q4 2025OLDER |
| FCA CORP /TX$354M AUM | 0.06% | $220,721 | 3.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 28.0K | Q4 2025OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.06% | $299,015 | 4.6K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.06% | $301,698 | 4.6K | Q4 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.06% | $349,689 | 5.4K | Q4 2025OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.06% | $224,902 | 3.5K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.06% | $249,178 | 3.9K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.06% | $407,692 | 5.9K | Q2 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.06% | $2M | 24.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.06% | $2M | 29.2K | Q2 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.06% | $494,852 | 7.7K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.05% | $279,729 | 4.3K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.05% | $356,396 | 5.1K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 18.7K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.05% | $211,195 | 3.3K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.05% | $210,631 | 3.4K | Q3 2025OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.05% | $311,454 | 4.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $691,506 | 9.9K | Q2 2026 |
| Fermata Advisors, LLC$495M AUM | 0.05% | $251,243 | 3.6K | Q2 2026 |
| Pacific Sage Partners, LLC$636M AUM | 0.05% | $316,380 | 4.9K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.05% | $743,779 | 11.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.05% | $4M | 64.7K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.05% | $682,533 | 10.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 46.1K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.05% | $389,078 | 6.0K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.04% | $465,583 | 7.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.04% | $587,400 | 9.1K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.04% | $4M | 57.6K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.04% | $370,270 | 5.8K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.04% | $351,169 | 5.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 28.1K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.04% | $212,301 | 3.3K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.04% | $18M | 286.2K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.04% | $67,136 | 1.0K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.04% | $121,505 | 1.7K | Q2 2026 |
| Ironwood Financial, llc$573M AUM | 0.03% | $204,589 | 3.1K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.03% | $492,233 | 7.1K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.03% | $61,740 | 959 | Q4 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $398,713 | 6.2K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.03% | $125,328 | 1.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $608,186 | 9.5K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.03% | $315,122 | 4.9K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.03% | $216,860 | 3.4K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.03% | $215,021 | 3.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $424,239 | 6.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 23.9K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.03% | $330,051 | 5.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 112.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $983,007 | 15.3K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.03% | $57,320 | 1.0K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $350,450 | 5.4K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.03% | $37,200 | 578 | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.03% | $55,645 | 865 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 19.5K | Q4 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $650,027 | 9.4K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $393,944 | 6.1K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $323,742 | 5.0K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $548,139 | 8.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $22M | 342.4K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.02% | $245,844 | 3.8K | Q3 2025OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $361,345 | 5.5K | Q4 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $223,098 | 3.5K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $397,771 | 6.2K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $546,872 | 7.9K | Q2 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.02% | $224,864 | 3.5K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $1M | 18.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 33.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 33.6K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $293,260 | 4.5K | Q4 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $269,928 | 3.9K | Q2 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.02% | $386,142 | 5.6K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $294,194 | 4.2K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $693,733 | 10.0K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $578,877 | 8.9K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $672,242 | 10.2K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $565,830 | 8.8K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.02% | $626,962 | 9.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $285,392 | 4.4K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.02% | $427,282 | 6.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 32.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $76M | 1.18M | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.02% | $283,719 | 4.4K | Q2 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $346,332 | 5.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $65,010 | 1.0K | Q4 2025OLDER |
| Narwhal Capital Management$1.4B AUM | 0.02% | $270,270 | 4.2K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.02% | $32,175 | 500 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $711,454 | 11.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $352,638 | 5.5K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.02% | $81,844 | 1.2K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 16.0K | Q4 2025OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.02% | $85,270 | 1.3K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.02% | $645,173 | 10.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 53.9K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $394,006 | 6.1K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $872,017 | 12.5K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $894,419 | 13.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $300,836 | 4.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.02% | $369,241 | 5.7K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.02% | $32,175 | 500 | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.01% | $200,630 | 3.1K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.01% | $392,664 | 6.1K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $312,934 | 4.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $310,145 | 4.8K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.01% | $414,267 | 6.4K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.01% | $54,440 | 846 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 147.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 21.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $462,940 | 6.7K | Q2 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.01% | $229,843 | 3.6K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 18.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $210,987 | 3.3K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.01% | $619,510 | 9.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 25.1K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $26,126 | 406 | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.01% | $225,821 | 3.5K | Q3 2025OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $865,830 | 13.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 19.0K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $369,535 | 5.7K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $167,310 | 2.6K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $21,686 | 337 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $687,834 | 10.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 26.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 161.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 36.1K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.01% | $261,373 | 4.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $745,147 | 11.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $12M | 179.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $343,243 | 5.3K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.01% | $19,308 | 297 | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $761,422 | 11.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $29,601 | 460 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 30.3K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $462,854 | 7.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $241,436 | 3.8K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 15.6K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $1M | 18.8K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $286,282 | 4.4K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.01% | $35,715 | 555 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $707,271 | 11.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $878,866 | 13.6K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $22,685 | 477 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 31.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 17.1K | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $16,281 | 253 | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $572,889 | 8.9K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.01% | $56,821 | 883 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 58.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $464,821 | 7.2K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $247,283 | 3.8K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $516,522 | 8.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $282,752 | 4.3K | Q4 2025OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.01% | $257,143 | 4.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $108,013 | 1.7K | Q3 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $293,094 | 4.6K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 78.1K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.01% | $9,073 | 141 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $239,955 | 3.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 19.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 18.6K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $475,353 | 7.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $283,784 | 4.4K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $305,507 | 4.4K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $336,385 | 4.8K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 69.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $33M | 517.6K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $494,594 | 7.7K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.01% | $17,477 | 272 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $942,571 | 14.7K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.01% | $107,465 | 1.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 29.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 24.9K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $246,359 | 3.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 65.1K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $11,068 | 172 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $8M | 126.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 15.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $457,783 | 7.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $210,112 | 3.2K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 17.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $155,505 | 2.4K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $387,299 | 6.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $241,570 | 3.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $38,482 | 592 | Q4 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $58,172 | 837 | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $254,952 | 4.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 61.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 231.1K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $458,165 | 7.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $285,392 | 4.4K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $21,058 | 303 | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $789,720 | 12.3K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $229,258 | 3.5K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $226,707 | 3.5K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 57.7K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $9,797 | 152 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $167,954 | 2.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $117,525 | 1.7K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $309,346 | 4.8K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $48,263 | 750 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $162,720 | 2.5K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $73,044 | 1.1K | Q4 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $238,783 | 3.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 29.0K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $3,935 | 62 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $15,588 | 224 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $18M | 277.7K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $220,978 | 3.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $13,835 | 215 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $250,000 | 3.9K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $685,551 | 10.7K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $33,527 | 521 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38M | 589.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $364,221 | 5.7K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $38,616 | 594 | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $11,519 | 179 | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.00% | $9,105 | 131 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $41M | 650.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $3,990 | 62 | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $7,997 | 123 | Q4 2025OLDER |
| City State Bank$385M AUM | 0.00% | $8,691 | 135 | Q3 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $33,487 | 520 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 21.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $459,183 | 7.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $26,719 | 411 | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $10,944 | 169 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $37M | 571.9K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $41,120 | 639 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $123M | 1.92M | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $271,179 | 4.2K | Q4 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $19,177 | 298 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $593,086 | 9.1K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $472,458 | 7.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 210.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 33.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $225,161 | 3.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $295,196 | 4.6K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $9,975 | 155 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 93.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $607,522 | 9.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $15,444 | 240 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $12,555 | 195 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $396,864 | 6.2K | Q2 2026 |
| Operose Advisors LLC$431M AUM | 0.00% | $5,920 | 92 | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $1,867 | 29 | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.00% | $2,282 | 33 | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $269,112 | 4.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $3,008 | 47 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $787,391 | 12.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $688,545 | 10.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 28.6K | Q4 2025OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $1,287 | 20 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $42,322 | 658 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $5,201 | 80 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $334,073 | 5.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 58.8K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $2,202 | 34 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $536,686 | 8.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 25.6K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $17,439 | 271 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $621,299 | 9.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 17.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $485,150 | 7.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 52.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $54,413 | 837 | Q4 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $3,963 | 57 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 24.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $72,909 | 1.1K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $26,770 | 416 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $88,780 | 1.4K | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $331,081 | 5.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $129,284 | 2.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $276,277 | 4.3K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $6,648 | 103 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $1,415 | 22 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $4,746 | 73 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $139,904 | 2.2K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $3,850 | 60 | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.00% | $1,170 | 18 | Q4 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $2,252 | 35 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 32.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $8,301 | 129 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 23.6K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $2,847 | 44 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $5,461 | 84 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $265,435 | 4.1K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,885 | 29 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $75,492 | 1.2K | Q4 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $1,287 | 20 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 15.8K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $260 | 4 | Q4 2025OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.00% | $64 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $988,159 | 15.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $265,825 | 4.1K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $644 | 10 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $129 | 2 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $42,472 | 660 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $64 | 1 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,870 | 200 | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $322 | 5 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,767 | 43 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,275 | 35 | Q4 2025OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.