ISHARES TR
CUSIP 46429B291
Ishares Tr has 187 institutional holders in Filings Flow’s 13F database, together reporting 24.46M shares worth $1.1B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, FMR LLC, and Composition Wealth, LLC.
Institutional Holders
187
Q1 2026
Reported Value
$1.1B
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 |
|---|---|---|---|---|
| Compass Wealth Management, LLC/GA$234M AUM | 13.22% | $31M | 650.4K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 3.85% | $9M | 180.5K | Q2 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 2.93% | $19M | 399.4K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 2.87% | $4M | 94.3K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 2.36% | $3M | 54.7K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 2.14% | $8M | 157.8K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 2.02% | $5M | 101.2K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 1.94% | $10M | 214.4K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 1.80% | $5M | 108.8K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 1.74% | $3M | 59.1K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 1.63% | $3M | 53.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 1.48% | $108M | 2.27M | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.33% | $4M | 78.1K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 1.21% | $20M | 410.8K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.92% | $2M | 38.2K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.88% | $4M | 78.9K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.79% | $1M | 28.6K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.76% | $2M | 44.6K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.61% | $1M | 31.3K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.61% | $817,193 | 17.0K | Q4 2025OLDER |
| BDFS Capital LLC$230M AUM | 0.54% | $1M | 26.2K | Q2 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.53% | $4M | 78.9K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.50% | $7M | 140.9K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.48% | $1M | 25.3K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.42% | $563,323 | 11.8K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.38% | $2M | 42.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.31% | $55M | 1.16M | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.30% | $568,592 | 12.0K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.30% | $3M | 60.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.30% | $9M | 195.9K | Q4 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.29% | $2M | 40.0K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.29% | $4M | 79.4K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.26% | $266,370 | 5.5K | Q4 2025OLDER |
| Pacific Wealth Management$186M AUM | 0.24% | $451,941 | 9.5K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.24% | $3M | 64.2K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.23% | $992,167 | 20.8K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.21% | $787,089 | 16.4K | Q4 2025OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.21% | $327,562 | 6.9K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.20% | $5M | 99.9K | Q2 2026 |
| Sunflower Bank, N.A.$392M AUM | 0.19% | $756,681 | 15.9K | Q1 2026OLDER |
| Kelly Financial Services LLC$467M AUM | 0.18% | $833,311 | 17.5K | Q2 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.17% | $595,827 | 12.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.17% | $10M | 200.1K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.16% | $2M | 38.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.16% | $2M | 34.3K | Q3 2025OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.16% | $221,436 | 4.7K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.16% | $588,652 | 12.2K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.15% | $3M | 54.1K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.14% | $263,380 | 5.5K | Q4 2025OLDER |
| JB Capital LLC$2.5B AUM | 0.13% | $3M | 67.1K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.12% | $248,113 | 5.1K | Q3 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.12% | $213,822 | 4.5K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.12% | $319,902 | 6.6K | Q3 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.12% | $9M | 197.8K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.11% | $13M | 268.3K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.11% | $476,100 | 10.0K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.10% | $296,820 | 6.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.10% | $894,809 | 18.8K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.10% | $494,449 | 10.3K | Q4 2025OLDER |
| Montecito Bank & Trust$607M AUM | 0.10% | $608,343 | 12.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.10% | $883,952 | 18.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.10% | $303,720 | 6.4K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.09% | $3M | 63.0K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.09% | $322,011 | 6.7K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.09% | $9M | 183.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.08% | $434,613 | 9.0K | Q4 2025OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.07% | $201,064 | 4.2K | Q4 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.07% | $305,385 | 6.4K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.07% | $268,767 | 5.5K | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.06% | $17M | 350.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $3M | 56.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $22M | 460.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $5M | 111.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $55M | 1.15M | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.06% | $10M | 219.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.06% | $5M | 95.3K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.05% | $3M | 69.7K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.05% | $387,811 | 8.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.05% | $604,111 | 12.7K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.05% | $246,347 | 5.1K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $545,976 | 11.3K | Q3 2025OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.05% | $499,219 | 10.5K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.04% | $386,574 | 8.1K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.04% | $611,147 | 12.8K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.04% | $238,170 | 5.0K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 0.04% | $252,037 | 5.3K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.04% | $860,570 | 18.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.04% | $580,693 | 12.2K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.04% | $586,359 | 12.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $394,807 | 8.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $620,085 | 13.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 91.0K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.03% | $34,315 | 720 | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.03% | $230,808 | 4.8K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 0.03% | $216,742 | 4.5K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $108M | 2.27M | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.03% | $245,931 | 5.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $536,230 | 11.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $889,188 | 18.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $25M | 534.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $721,687 | 15.0K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $12M | 243.6K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.02% | $221,436 | 4.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $4M | 77.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $466,620 | 9.8K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.02% | $653,839 | 13.7K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $911,349 | 19.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $323,646 | 6.7K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $513,152 | 10.8K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.02% | $67,400 | 1.4K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 268.3K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $20,702 | 435 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $66M | 1.39M | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 46.9K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.02% | $45,804 | 945 | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $281,480 | 5.9K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $26,317 | 553 | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $344,310 | 7.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $487,560 | 10.2K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $218,782 | 4.6K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 43.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $860,401 | 18.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $462,146 | 9.7K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.01% | $468,762 | 9.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $316,534 | 6.6K | Q4 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $309,240 | 6.5K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $33,590 | 693 | Q3 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $375,788 | 7.8K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $43,236 | 911 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $576,551 | 11.9K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $221,136 | 4.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $518,824 | 10.9K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 30.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $870,601 | 18.3K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $12,023 | 250 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $22M | 458.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $333,701 | 7.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $95,679 | 2.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $28M | 589.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $485,277 | 10.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $252,831 | 5.3K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.01% | $108M | 2.27M | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $47,590 | 1.0K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $14,105 | 291 | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $255,227 | 5.4K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $31M | 653.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 65.4K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $315,855 | 6.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $402,374 | 8.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $152,639 | 3.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 119.5K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.00% | $332,244 | 7.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $150,099 | 3.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $46M | 967.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $886,019 | 18.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $410,607 | 8.6K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $14,277 | 300 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 322.4K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $235,632 | 5.0K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.00% | $9,566 | 201 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $18,060 | 381 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $252,013 | 5.3K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $58,821 | 1.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 75.9K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,503 | 53 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $36M | 757.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $107,337 | 2.2K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $497,887 | 10.5K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $49,581 | 1.0K | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $4,168 | 86 | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $98,937 | 2.1K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 174.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 33.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $976,887 | 20.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $243,264 | 5.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $11,947 | 251 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19M | 393.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $821,594 | 17.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 147.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $217,746 | 4.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $561,412 | 11.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $165,756 | 3.5K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 52.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $37,929 | 797 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 127.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 31.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $91,706 | 1.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $171,874 | 3.6K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $27,652 | 575 | Q4 2025OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $15,610 | 328 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $273,309 | 5.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $357,591 | 7.5K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $4,362 | 90 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 72.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $177,708 | 66.8K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $2,284 | 48 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $238,854 | 5.0K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $4,857 | 101 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $138,963 | 2.9K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 23.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 25.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $34,740 | 730 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $125,209 | 2.6K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $337 | 7 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,009 | 126 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $3,522 | 74 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $134,109 | 2.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 81.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $125,731 | 2.6K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $523 | 11 | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $4,665 | 97 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,618 | 34 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $27 | 0 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $191 | 4 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3,046 | 64 | Q1 2026OLDER |
| Vestwell Advisors, LLC$365M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.