HDVISHARES TR
CUSIP 46429B663 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (HDV) has 850 institutional holders in Filings Flow’s 13F database, together reporting 44.76M shares worth $5.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
850
Q1 2026
Reported Value
$5.8B
Ticker
HDV
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 12.80% | $25M | 181.7K | Q1 2026 |
| Adirondack Capital Advisors, LLC$156M AUM | 9.59% | $15M | 110.1K | Q1 2026 |
| REGIMEN WEALTH, LLC$342M AUM | 9.33% | $32M | 235.4K | Q1 2026 |
| Forefront Analytics, LLC$110M AUM | 8.40% | $9M | 68.1K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 7.08% | $8M | 60.8K | Q1 2026 |
| Kapstone Financial Advisors LLC$204M AUM | 6.60% | $13M | 99.3K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 6.18% | $21M | 156.4K | Q1 2026 |
| Base Wealth Management LLC$179M AUM | 5.36% | $10M | 70.6K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 5.18% | $19M | 141.3K | Q1 2026 |
| Paller Financial Services Inc$134M AUM | 4.94% | $6M | 44.0K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 4.73% | $14M | 104.5K | Q1 2026 |
| Broussard Financial Group LLC$125M AUM | 4.11% | $5M | 37.8K | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 3.84% | $5M | 34.7K | Q1 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 3.83% | $97M | 713.8K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 3.79% | $62M | 458.4K | Q1 2026 |
| Gray Private Wealth, LLC$199M AUM | 3.65% | $7M | 53.5K | Q1 2026 |
| Aureum Wealth Management, LLC$144M AUM | 3.48% | $5M | 36.8K | Q1 2026 |
| High Point Wealth Management, LLC$104M AUM | 3.38% | $3M | 25.8K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 3.31% | $9M | 63.9K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 3.27% | $7M | 48.6K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 3.21% | $16M | 114.5K | Q1 2026 |
| J2 Capital Management Inc$146M AUM | 3.04% | $4M | 32.7K | Q1 2026 |
| Farrow Financial, Inc.$176M AUM | 3.03% | $5M | 39.3K | Q1 2026 |
| Townsend & Associates, Inc$1.2B AUM | 3.03% | $35M | 264.1K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 2.84% | $10M | 74.8K | Q1 2026 |
| AtlasMark Financial, Inc$155M AUM | 2.48% | $4M | 31.6K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 2.29% | $3M | 22.1K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 2.22% | $5M | 33.7K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 2.16% | $22M | 163.8K | Q1 2026 |
| COWA, LLC$371M AUM | 2.10% | $8M | 57.4K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 2.00% | $3M | 21.6K | Q1 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 2.00% | $5M | 37.8K | Q1 2026 |
| Capital Squared Financial LLC$131M AUM | 1.96% | $3M | 18.9K | Q1 2026 |
| Aventus Investment Advisors, Inc.$118M AUM | 1.93% | $2M | 16.8K | Q1 2026 |
| Targeted Financial Services LLC$122M AUM | 1.80% | $2M | 16.2K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 1.71% | $2M | 17.9K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.64% | $12M | 89.9K | Q1 2026 |
| Apex Wealth Management, LLC$146M AUM | 1.60% | $2M | 17.2K | Q1 2026 |
| Simmons Bank$1.5B AUM | 1.60% | $24M | 176.2K | Q1 2026 |
| Independent Wealth Advisors LLC$102M AUM | 1.58% | $2M | 11.9K | Q1 2026 |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 1.44% | $3M | 19.3K | Q1 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 1.44% | $2M | 16.3K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 1.42% | $3M | 25.6K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 1.40% | $3M | 21.4K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 1.35% | $12M | 90.3K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 1.34% | $6M | 43.6K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 1.33% | $5M | 37.3K | Q1 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 1.26% | $13M | 95.6K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 1.18% | $5M | 38.1K | Q3 2025OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 1.15% | $1M | 10.3K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 1.10% | $3M | 23.4K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 1.05% | $7M | 48.9K | Q1 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 1.03% | $1M | 9.4K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.99% | $26M | 192.4K | Q1 2026 |
| Bauman Advisory Group, LLC$143M AUM | 0.98% | $1M | 10.4K | Q1 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.98% | $5M | 33.9K | Q1 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.96% | $3M | 25.7K | Q1 2026 |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.96% | $2M | 16.7K | Q1 2026 |
| Wolff Financial Management LLC$453M AUM | 0.95% | $4M | 31.8K | Q1 2026 |
| Lakeshore Capital Group, Inc.$123M AUM | 0.93% | $1M | 8.4K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.90% | $33M | 241.0K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.88% | $2M | 13.8K | Q1 2026 |
| Gerald Baker Financial Group LLC$316M AUM | 0.86% | $3M | 19.9K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.84% | $3M | 21.3K | Q1 2026 |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.83% | $7M | 50.6K | Q1 2026 |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.83% | $2M | 16.8K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 0.83% | $1M | 8.9K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 0.82% | $3M | 23.3K | Q1 2026 |
| Verity Asset Management, Inc.$238M AUM | 0.82% | $2M | 14.4K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.80% | $7M | 58.9K | Q4 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.79% | $3M | 22.1K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.78% | $5M | 39.7K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.76% | $6M | 47.0K | Q1 2026 |
| Keystone Financial Planning, Inc.$374M AUM | 0.74% | $3M | 20.5K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.74% | $2M | 12.0K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 0.74% | $769,736 | 5.7K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.71% | $3M | 22.6K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.71% | $11M | 90.1K | Q4 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.71% | $13M | 93.2K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.70% | $10M | 75.3K | Q1 2026 |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 0.70% | $974,486 | 8.0K | Q4 2025OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.69% | $5M | 33.8K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.65% | $12M | 98.9K | Q2 2025OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.65% | $2M | 12.1K | Q1 2026 |
| NCM Capital Management, LLC$279M AUM | 0.65% | $2M | 13.3K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.65% | $3M | 20.3K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.64% | $2M | 16.8K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.63% | $2M | 16.1K | Q1 2026 |
| Helium Advisors LLC$105M AUM | 0.62% | $650,090 | 4.8K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.61% | $3M | 21.5K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.61% | $2M | 17.6K | Q1 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.60% | $4M | 30.2K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.60% | $5M | 37.4K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.59% | $6M | 40.8K | Q1 2026 |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 0.59% | $20M | 166.1K | Q4 2025OLDER |
| Climber Capital SA$153M AUM | 0.58% | $881,766 | 6.5K | Q1 2026 |
| Tacita Capital Inc$169M AUM | 0.55% | $928,325 | 6.8K | Q1 2026 |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.54% | $2M | 12.0K | Q1 2026 |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.53% | $4M | 29.2K | Q1 2026 |
| Gallagher Capital Advisors, LLC$148M AUM | 0.53% | $786,847 | 29.0K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.53% | $848,959 | 7.0K | Q4 2025OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.52% | $4M | 26.5K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.52% | $7M | 53.0K | Q1 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 0.52% | $3M | 19.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.50% | $14M | 101.3K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.49% | $3M | 20.8K | Q1 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.49% | $843,279 | 31.3K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.49% | $1M | 10.8K | Q1 2026 |
| Sunesis Advisors, LLC$221M AUM | 0.48% | $1M | 7.9K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.48% | $3M | 18.5K | Q1 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 0.48% | $787,513 | 5.8K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.48% | $2M | 14.1K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.48% | $4M | 32.4K | Q1 2026 |
| Cresta Advisors, Ltd.$244M AUM | 0.47% | $1M | 8.5K | Q1 2026 |
| Tannin Capital LLC$138M AUM | 0.47% | $646,842 | 4.8K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.47% | $4M | 26.7K | Q1 2026 |
| Court Place Advisors, LLC$332M AUM | 0.46% | $2M | 12.5K | Q3 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.46% | $741,574 | 5.5K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.45% | $987,745 | 7.3K | Q1 2026 |
| Chatterton & Associates Inc.$143M AUM | 0.44% | $633,583 | 4.7K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.44% | $4M | 26.9K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.44% | $752,234 | 5.5K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.44% | $3M | 18.5K | Q1 2026 |
| PMG Wealth Management, Inc.$139M AUM | 0.43% | $602,597 | 4.4K | Q1 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.43% | $454,662 | 3.4K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.43% | $3M | 24.1K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.42% | $2M | 13.8K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.42% | $5M | 36.7K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.42% | $1M | 7.4K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 0.41% | $4M | 29.5K | Q1 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.41% | $444,890 | 3.3K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.40% | $1M | 10.1K | Q1 2026 |
| GODSEY & GIBB, INC$1.1B AUM | 0.40% | $5M | 33.7K | Q1 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 0.40% | $2M | 16.1K | Q1 2026 |
| Richwood Investment Advisors, LLC$130M AUM | 0.38% | $493,677 | 18.2K | Q1 2026 |
| David J Yvars Group$212M AUM | 0.38% | $671,469 | 4.9K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.37% | $493,276 | 3.6K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.37% | $6M | 42.8K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.36% | $4M | 26.8K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.36% | $2M | 18.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.36% | $27M | 197.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.35% | $17M | 126.1K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.35% | $811,470 | 6.0K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.35% | $3M | 20.3K | Q1 2026 |
| Shum Financial Group, Inc.$141M AUM | 0.34% | $486,963 | 3.6K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.34% | $11M | 86.8K | Q4 2025OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.34% | $768,277 | 5.7K | Q1 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.34% | $1M | 7.9K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.33% | $2M | 17.8K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.33% | $1M | 10.6K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.33% | $28M | 231.0K | Q4 2025OLDER |
| Straight Path Wealth Management$374M AUM | 0.33% | $1M | 9.2K | Q1 2026 |
| Baring Financial LLC$182M AUM | 0.32% | $529,376 | 3.9K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.31% | $1M | 9.7K | Q1 2026 |
| Beacon Bank & Trust$518M AUM | 0.31% | $2M | 11.1K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.31% | $90M | 660.0K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.30% | $311,838 | 2.3K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.30% | $2M | 16.8K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.29% | $2M | 11.5K | Q1 2026 |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.29% | $582,782 | 4.3K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.29% | $3M | 19.8K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.29% | $432,318 | 3.2K | Q1 2026 |
| WHITE PINE CAPITAL LLC$355M AUM | 0.29% | $1M | 7.5K | Q1 2026 |
| Cove Private Wealth, LLC$440M AUM | 0.28% | $1M | 9.2K | Q1 2026 |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.28% | $474,000 | 3.5K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.28% | $2M | 16.1K | Q2 2025OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.28% | $587,386 | 4.3K | Q1 2026 |
| Sunbeam Capital Management, LLC$175M AUM | 0.28% | $486,828 | 3.6K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.28% | $540,708 | 4.0K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.27% | $409,963 | 3.3K | Q3 2025OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.27% | $304,854 | 2.2K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.27% | $1M | 11.5K | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.27% | $1M | 9.2K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 0.26% | $354,636 | 2.6K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.26% | $1M | 7.8K | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.26% | $2M | 12.4K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.26% | $530,529 | 3.9K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.25% | $3M | 21.2K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.25% | $7M | 48.0K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.25% | $3M | 19.3K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.25% | $416,118 | 3.1K | Q1 2026 |
| Rydar Equities, Inc.$129M AUM | 0.25% | $319,689 | 2.4K | Q1 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.24% | $493,435 | 3.6K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.24% | $665,252 | 4.9K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.24% | $2M | 16.1K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.23% | $649,325 | 4.8K | Q1 2026 |
| KITCHING PARTNERS, LLC$109M AUM | 0.23% | $245,756 | 2.0K | Q3 2025OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.23% | $1M | 8.2K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.23% | $939,266 | 6.9K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.22% | $741,010 | 6.3K | Q2 2025OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.22% | $643,971 | 4.7K | Q1 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.22% | $380,694 | 2.8K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.22% | $960,992 | 7.1K | Q1 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.22% | $371,032 | 2.7K | Q1 2026 |
| Biondo Investment Advisors, LLC$780M AUM | 0.22% | $2M | 12.5K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.22% | $1M | 9.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.22% | $8M | 57.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.21% | $42M | 310.3K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.21% | $4M | 29.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.21% | $5M | 35.4K | Q1 2026 |
| Avantra Family Wealth, Inc.$134M AUM | 0.21% | $282,976 | 2.1K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.21% | $1M | 9.7K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.21% | $412,469 | 3.0K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.20% | $2M | 17.6K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.20% | $2M | 14.8K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.20% | $556,523 | 4.1K | Q1 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 0.20% | $255,502 | 1.9K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.20% | $331,094 | 8.1K | Q2 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.20% | $2M | 18.1K | Q1 2026 |
| Compass Financial Services Inc$231M AUM | 0.20% | $452,086 | 3.3K | Q1 2026 |
| WOODSTOCK CORP$1.1B AUM | 0.20% | $2M | 16.2K | Q1 2026 |
| Northwest Bancshares, Inc.$502M AUM | 0.19% | $975,012 | 7.2K | Q1 2026 |
| Zullo Investment Group, Inc.$264M AUM | 0.19% | $508,950 | 3.8K | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.19% | $534,737 | 3.9K | Q1 2026 |
| JSF Financial, LLC$510M AUM | 0.19% | $968,073 | 7.1K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.19% | $2M | 12.7K | Q1 2026 |
| WealthSpring Partners, LLC$109M AUM | 0.19% | $205,645 | 1.5K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.19% | $3M | 21.6K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.18% | $33M | 244.5K | Q1 2026 |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.18% | $239,953 | 1.8K | Q1 2026 |
| Phoenix Wealth Advisors$253M AUM | 0.18% | $449,369 | 3.3K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.18% | $434,168 | 3.2K | Q1 2026 |
| Red Door Wealth Management, LLC$962M AUM | 0.18% | $1M | 12.6K | Q2 2025OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.18% | $3M | 23.7K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.18% | $1M | 9.8K | Q1 2026 |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.17% | $219,052 | 1.6K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.17% | $2M | 11.2K | Q1 2026 |
| Eley Financial Management, Inc$277M AUM | 0.17% | $469,455 | 3.5K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.17% | $553,812 | 4.6K | Q4 2025OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.17% | $4M | 29.6K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.17% | $1M | 10.5K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.17% | $2M | 15.7K | Q1 2026 |
| CHAPIN DAVIS, INC.$569M AUM | 0.17% | $744,560 | 5.5K | Q1 2026 |
| Arta Finance Wealth Management LLC$202M AUM | 0.16% | $333,464 | 2.5K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.16% | $3M | 23.6K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 0.16% | $4M | 29.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.16% | $22M | 161.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.16% | $35M | 257.0K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.16% | $265,197 | 2.0K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.16% | $3M | 20.2K | Q1 2026 |
| Hamrick Investment Counsel, llc$180M AUM | 0.16% | $291,829 | 2.1K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.16% | $399,967 | 2.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.16% | $19M | 139.0K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.16% | $1M | 10.4K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.16% | $2M | 14.7K | Q1 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 0.15% | $321,967 | 2.4K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.15% | $746,867 | 5.5K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.15% | $604,304 | 4.5K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.15% | $375,970 | 3.1K | Q3 2025OLDER |
| Hixon Zuercher, LLC$321M AUM | 0.15% | $487,825 | 4.0K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.15% | $23M | 168.1K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.15% | $760,915 | 5.6K | Q1 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.15% | $460,862 | 3.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.14% | $8M | 67.1K | Q4 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.14% | $1M | 8.8K | Q1 2026 |
| Skyline Advisors, Inc.$287M AUM | 0.14% | $411,524 | 3.0K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.14% | $681,973 | 5.0K | Q1 2026 |
| Salvus Wealth Management, LLC$172M AUM | 0.14% | $243,617 | 1.8K | Q1 2026 |
| Shira Ridge Wealth Management$287M AUM | 0.14% | $357,749 | 2.6K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.14% | $410,231 | 3.0K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.14% | $4M | 28.0K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 0.14% | $341,449 | 2.5K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.14% | $2M | 14.1K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.14% | $3M | 28.6K | Q2 2025OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.14% | $572,738 | 4.2K | Q1 2026 |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.14% | $542,880 | 4.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.13% | $4M | 29.2K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.13% | $405,957 | 3.0K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.13% | $2M | 11.7K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.13% | $479,350 | 3.6K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.13% | $3M | 20.2K | Q1 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.13% | $326,678 | 2.4K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.13% | $355,814 | 3.0K | Q2 2025OLDER |
| Note Advisors, LLC$200M AUM | 0.13% | $257,461 | 1.9K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.13% | $272,526 | 2.0K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.13% | $568,129 | 4.2K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.13% | $924,253 | 6.8K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.13% | $8M | 55.7K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.12% | $21M | 157.0K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.12% | $1M | 8.1K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.12% | $394,131 | 2.9K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.12% | $2M | 12.2K | Q1 2026 |
| Plan A Wealth LLC$209M AUM | 0.12% | $256,918 | 1.9K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.12% | $11M | 81.0K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.12% | $2M | 13.9K | Q1 2026 |
| Family Capital Trust Co$276M AUM | 0.12% | $351,510 | 3.0K | Q2 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.12% | $5M | 38.5K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.12% | $2M | 15.0K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.12% | $234,796 | 1.7K | Q1 2026 |
| Human Investing LLC$687M AUM | 0.12% | $824,273 | 6.1K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.12% | $157,299 | 1.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.12% | $450M | 3.32M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.12% | $85M | 626.0K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.12% | $1M | 8.9K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.12% | $457,322 | 3.4K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.12% | $10M | 73.2K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.12% | $406,342 | 3.3K | Q4 2025OLDER |
| Live Oak Investment Partners$169M AUM | 0.12% | $200,051 | 1.5K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.12% | $2M | 14.5K | Q4 2025OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.12% | $457,677 | 3.4K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.11% | $2M | 13.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.11% | $41M | 304.7K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.11% | $3M | 18.5K | Q1 2026 |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.11% | $1M | 8.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.11% | $5M | 42.2K | Q2 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.11% | $3M | 25.4K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.11% | $307,350 | 2.5K | Q3 2025OLDER |
| Financial Insights, Inc.$309M AUM | 0.11% | $342,964 | 2.5K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.11% | $639,377 | 4.7K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.11% | $2M | 14.2K | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.11% | $448,419 | 3.3K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.11% | $1M | 7.7K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.11% | $2M | 15.5K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.11% | $972,977 | 7.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.11% | $14M | 100.7K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.11% | $115,091 | 848 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.11% | $3M | 21.5K | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.11% | $388,415 | 2.9K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.11% | $2M | 14.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.11% | $78M | 576.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.11% | $28M | 204.9K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.10% | $499,042 | 3.7K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.10% | $1M | 8.4K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.10% | $2M | 17.2K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.10% | $9M | 67.8K | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.10% | $275,617 | 2.0K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.10% | $2M | 15.8K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.10% | $488,592 | 3.6K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.10% | $959,405 | 7.1K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.10% | $810,076 | 6.0K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.10% | $7M | 52.4K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.10% | $285,148 | 2.1K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.10% | $773,159 | 5.7K | Q1 2026 |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.10% | $639,105 | 4.7K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.10% | $140,818 | 1.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 47.4K | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.09% | $231,929 | 1.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $88M | 650.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $3M | 18.7K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.09% | $327,122 | 2.4K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.09% | $327,122 | 2.4K | Q1 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.09% | $205,598 | 1.5K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.09% | $211,982 | 1.7K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.09% | $1M | 10.6K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.09% | $222,129 | 1.6K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.09% | $1M | 10.2K | Q4 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.09% | $2M | 11.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.09% | $16M | 138.4K | Q2 2025OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 0.09% | $201,996 | 1.5K | Q1 2026 |
| Integrated Capital Management, LLC$237M AUM | 0.09% | $207,644 | 1.5K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.09% | $1M | 10.0K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.09% | $795,998 | 5.9K | Q1 2026 |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.09% | $201,947 | 1.5K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.09% | $1M | 8.3K | Q1 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.09% | $895,041 | 6.6K | Q1 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.09% | $214,411 | 1.6K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.09% | $2M | 18.2K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.08% | $549,273 | 4.0K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.08% | $4M | 28.8K | Q1 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.08% | $423,788 | 3.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $3M | 21.0K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.08% | $1M | 9.4K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.08% | $2M | 13.1K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.08% | $308,224 | 2.6K | Q2 2025OLDER |
| Moser Wealth Advisors, LLC$208M AUM | 0.08% | $169,897 | 1.4K | Q2 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.08% | $3M | 24.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.08% | $20M | 164.7K | Q4 2025OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 0.08% | $272,933 | 2.0K | Q1 2026 |
| PENNEY FINANCIAL, LLC$261M AUM | 0.08% | $206,973 | 1.5K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.08% | $192,177 | 1.4K | Q1 2026 |
| Pines Wealth Management, LLC$309M AUM | 0.08% | $244,161 | 1.8K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.08% | $591,112 | 4.4K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.08% | $468,777 | 3.5K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.08% | $3M | 20.5K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.08% | $2M | 15.9K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.08% | $249,861 | 1.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.08% | $2M | 17.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $8M | 60.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.08% | $3M | 19.9K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.08% | $2M | 14.8K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.08% | $905,795 | 6.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $841,328 | 6.2K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 0.08% | $369,990 | 3.0K | Q4 2025OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.07% | $729,882 | 5.4K | Q1 2026 |
| Storen Legacy Partners, LLC$367M AUM | 0.07% | $235,036 | 1.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $50M | 370.0K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.07% | $246,603 | 1.8K | Q1 2026 |
| Essex Bank$452M AUM | 0.07% | $329,390 | 2.4K | Q1 2026 |
| Alpha Omega Wealth Management LLC$617M AUM | 0.07% | $445,162 | 3.3K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.07% | $341,057 | 2.8K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.07% | $61M | 451.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 32.0K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.07% | $1M | 8.0K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.07% | $947,478 | 7.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.07% | $664,964 | 5.4K | Q3 2025OLDER |
| Abundance Wealth Counselors$697M AUM | 0.07% | $489,271 | 3.6K | Q1 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 0.07% | $208,546 | 1.8K | Q2 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.07% | $14M | 104.5K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.07% | $106,812 | 787 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.07% | $141M | 1.05M | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.07% | $957,680 | 7.1K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.07% | $420,638 | 3.6K | Q2 2025OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.07% | $3M | 23.8K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.07% | $558,687 | 4.1K | Q1 2026 |
| Concentrum Wealth Management$339M AUM | 0.07% | $228,092 | 1.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.07% | $136M | 1.00M | Q1 2026 |
| Invst, LLC$886M AUM | 0.07% | $582,917 | 4.3K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.07% | $667,675 | 5.5K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.07% | $62M | 457.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 30.9K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.06% | $660,480 | 5.4K | Q4 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.06% | $456,846 | 3.9K | Q2 2025OLDER |
| BCS Wealth Management$490M AUM | 0.06% | $314,808 | 2.3K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.06% | $245,823 | 1.8K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.06% | $993,120 | 7.3K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.06% | $928,606 | 6.9K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.06% | $244,314 | 2.0K | Q4 2025OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.06% | $252,711 | 1.9K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.06% | $218,916 | 1.6K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.06% | $310,848 | 2.3K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.06% | $437,821 | 3.2K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.06% | $979,030 | 7.2K | Q1 2026 |
| Madison Wealth Partners, Inc$627M AUM | 0.06% | $385,551 | 2.8K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.06% | $141,498 | 1.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.06% | $30M | 223.6K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.06% | $820,225 | 6.0K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.06% | $799,119 | 5.9K | Q1 2026 |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.06% | $216,186 | 1.6K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.06% | $787,502 | 5.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 31.9K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.06% | $2M | 12.8K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.06% | $446,546 | 3.3K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.06% | $72,880 | 622 | Q2 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.06% | $1M | 9.6K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.06% | $1M | 8.1K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.06% | $939,997 | 6.9K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.06% | $3M | 24.5K | Q1 2026 |
| Trust Co$1.1B AUM | 0.06% | $613,862 | 4.5K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.06% | $951,244 | 7.0K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.06% | $9M | 64.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 26.1K | Q1 2026 |
| United Financial Planning Group LLC$169M AUM | 0.06% | $90,148 | 2.0K | Q3 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.06% | $1M | 9.1K | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.06% | $232,181 | 1.7K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.06% | $3M | 116.2K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.05% | $807,243 | 5.9K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.05% | $627,298 | 4.6K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $372,516 | 2.7K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $387,693 | 3.2K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 11.4K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.05% | $11M | 89.1K | Q3 2025OLDER |
| Detalus Advisors, LLC$438M AUM | 0.05% | $228,697 | 1.7K | Q1 2026 |
| Chemistry Wealth Management LLC$625M AUM | 0.05% | $295,327 | 2.2K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.05% | $379,465 | 2.8K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.05% | $254,917 | 2.1K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.05% | $94,856 | 780 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.05% | $3M | 18.6K | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 0.05% | $316,688 | 2.6K | Q3 2025OLDER |
| HCR Wealth Advisors$1.1B AUM | 0.05% | $494,563 | 3.6K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 0.05% | $474,477 | 3.5K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.05% | $60,566 | 446 | Q1 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.05% | $383,816 | 2.8K | Q1 2026 |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.05% | $111,638 | 918 | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 12.2K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.05% | $902,403 | 6.6K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.05% | $1M | 8.5K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 16.6K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $983,756 | 7.2K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 0.05% | $4M | 29.2K | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 0.05% | $46,868 | 400 | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $27M | 202.0K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.05% | $1M | 10.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 15.4K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.05% | $313,502 | 2.3K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.05% | $489,882 | 3.6K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.05% | $417,655 | 3.1K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 13.2K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.05% | $264,873 | 2.0K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.05% | $3M | 19.2K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.05% | $596,218 | 4.4K | Q1 2026 |
| Seven Springs Wealth Group, LLC$432M AUM | 0.05% | $203,580 | 1.5K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.05% | $294,002 | 2.4K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.05% | $1M | 10.9K | Q1 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.05% | $2M | 12.6K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.05% | $747,366 | 5.5K | Q1 2026 |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.05% | $238,324 | 1.8K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.05% | $831,502 | 6.1K | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 0.05% | $135,720 | 1.0K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.05% | $275,240 | 2.0K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.05% | $519,926 | 3.8K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 0.05% | $203,199 | 1.7K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.05% | $377,860 | 2.8K | Q1 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.05% | $263,835 | 1.9K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 0.04% | $473,663 | 3.5K | Q1 2026 |
| KTF INVESTMENTS, LLC$584M AUM | 0.04% | $257,054 | 1.9K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.04% | $231,059 | 1.9K | Q4 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.04% | $48,633 | 358 | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 0.04% | $507,322 | 3.7K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.04% | $207,405 | 1.7K | Q4 2025OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $272,797 | 2.0K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.