ISHARES TR
CUSIP 46429B689
Ishares Tr has 536 institutional holders in Filings Flow’s 13F database, together reporting 40.66M shares worth $3.6B as of Q1 2026. The largest reported holders are FMR LLC, Bank Of America Corp /De/, and Blackrock, Inc..
Institutional Holders
536
Q1 2026
Reported Value
$3.6B
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 |
|---|---|---|---|---|
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 7.38% | $8M | 84.9K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 5.92% | $157M | 1.71M | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 5.76% | $23M | 276.5K | Q3 2025OLDER |
| Armbruster Capital Management, Inc.$671M AUM | 2.99% | $20M | 228.9K | Q2 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 2.87% | $4M | 42.9K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 2.86% | $3M | 41.6K | Q2 2026 |
| Portfolio Design Labs, LLC$562M AUM | 2.83% | $16M | 174.5K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 2.54% | $64M | 702.8K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 2.26% | $3M | 28.7K | Q2 2026 |
| Yeomans Consulting Group, Inc.$341M AUM | 2.09% | $7M | 82.5K | Q4 2025OLDER |
| Corsicana & Co.$158M AUM | 1.87% | $3M | 38.0K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.58% | $2M | 21.6K | Q4 2025OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 1.51% | $5M | 53.5K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 1.49% | $4M | 41.3K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 1.48% | $3M | 31.2K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 1.46% | $3M | 33.7K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 1.44% | $7M | 79.2K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 1.30% | $1M | 15.6K | Q4 2025OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.29% | $4M | 39.9K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 1.25% | $8M | 84.3K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 1.24% | $6M | 62.6K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 1.20% | $14M | 152.0K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 1.20% | $2M | 25.8K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 1.02% | $7M | 75.7K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.02% | $13M | 147.8K | Q2 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 1.00% | $3M | 27.8K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.94% | $2M | 16.4K | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.90% | $996,573 | 11.0K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.89% | $2M | 22.0K | Q2 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.88% | $3M | 34.0K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.85% | $1M | 15.8K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.79% | $11M | 120.4K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.76% | $7M | 80.9K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.76% | $4M | 42.1K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.74% | $3M | 30.1K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.73% | $13M | 140.5K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.70% | $10M | 113.0K | Q2 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 0.64% | $894,969 | 9.8K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.64% | $2M | 20.5K | Q2 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.58% | $2M | 18.3K | Q3 2025OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.56% | $6M | 68.6K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.55% | $8M | 92.9K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.53% | $9M | 99.8K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.52% | $1M | 13.4K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.51% | $6M | 67.4K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.49% | $2M | 25.8K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 0.49% | $3M | 31.3K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.49% | $2M | 20.8K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.48% | $28M | 301.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.45% | $20M | 213.9K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.44% | $466,272 | 5.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.44% | $34M | 374.3K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.43% | $5M | 56.7K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 0.43% | $514,802 | 5.6K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.43% | $1M | 15.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.42% | $3M | 33.4K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.42% | $445,429 | 4.9K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.42% | $861,324 | 9.8K | Q2 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.42% | $632,449 | 7.2K | Q2 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.40% | $4M | 39.7K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.40% | $12M | 127.2K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.37% | $1M | 12.2K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.36% | $1M | 15.1K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 0.36% | $644,889 | 7.1K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.35% | $6M | 66.4K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.35% | $2M | 16.6K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 0.34% | $974,565 | 11.1K | Q2 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.33% | $3M | 37.2K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.33% | $450,692 | 4.9K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.33% | $964,519 | 10.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.31% | $4M | 40.3K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.31% | $878,187 | 9.6K | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.30% | $834,540 | 9.1K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.27% | $928,854 | 9.9K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.27% | $424,108 | 4.6K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.27% | $2M | 17.6K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.27% | $5M | 50.7K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.26% | $376,383 | 4.1K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.26% | $413,137 | 4.5K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 0.26% | $433,638 | 4.9K | Q2 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.26% | $370,323 | 4.1K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.26% | $2M | 18.0K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.26% | $403,593 | 4.4K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 0.25% | $277,725 | 3.2K | Q4 2025OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.25% | $464,799 | 5.1K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.24% | $387,500 | 4.2K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.24% | $802,618 | 8.8K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.24% | $1M | 14.9K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.24% | $575,182 | 6.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.24% | $21M | 226.0K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.22% | $846,700 | 9.3K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.22% | $535,008 | 5.7K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.20% | $2M | 16.6K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.20% | $1M | 14.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.20% | $2M | 19.1K | Q2 2026 |
| Heirloom Wealth Management$555M AUM | 0.20% | $1M | 12.1K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 0.19% | $1M | 14.1K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.19% | $2M | 20.0K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.19% | $220,202 | 2.4K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.19% | $293,755 | 3.2K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.19% | $4M | 40.7K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.19% | $691,927 | 7.6K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.18% | $1M | 12.9K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.18% | $284,378 | 3.1K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.18% | $331,346 | 3.9K | Q3 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.17% | $616,318 | 6.7K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.17% | $668,249 | 7.3K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.17% | $658,388 | 7.2K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.16% | $373,703 | 4.1K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.16% | $2M | 26.1K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.16% | $265,667 | 3.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.15% | $11M | 115.6K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.15% | $883,081 | 9.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.15% | $308,972 | 3.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.15% | $517,611 | 5.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.15% | $2M | 23.1K | Q2 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.15% | $710,146 | 7.8K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.15% | $5M | 55.9K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.14% | $252,863 | 2.8K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.14% | $70M | 768.4K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 0.14% | $345,835 | 3.8K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.14% | $368,490 | 4.0K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.14% | $195,287 | 2.1K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.14% | $12M | 132.7K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.13% | $599,252 | 6.6K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.13% | $200,466 | 2.2K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.13% | $1M | 11.9K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.13% | $234,645 | 2.6K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.13% | $316,597 | 3.5K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.13% | $431,638 | 4.7K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.13% | $380,190 | 4.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.13% | $1M | 11.8K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.12% | $1M | 14.3K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.12% | $533,601 | 5.8K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.12% | $275,673 | 3.1K | Q2 2026 |
| Lantz Financial LLC$546M AUM | 0.11% | $622,302 | 7.1K | Q2 2026 |
| Sun Financial Inc$200M AUM | 0.11% | $225,404 | 2.5K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.11% | $221,847 | 2.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.10% | $8M | 92.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.10% | $2M | 25.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.10% | $2M | 20.0K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.10% | $705,266 | 8.2K | Q4 2025OLDER |
| Family Capital Trust Co$276M AUM | 0.10% | $301,143 | 3.5K | Q3 2025OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.10% | $232,828 | 2.5K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.10% | $2M | 22.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.10% | $1M | 14.4K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.10% | $733,313 | 8.0K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.09% | $424,871 | 4.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.09% | $1M | 12.8K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 0.09% | $407,360 | 4.5K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.09% | $424,962 | 4.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.09% | $110,832 | 1.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.09% | $981,816 | 11.2K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.09% | $12M | 129.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.09% | $5M | 58.3K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.09% | $2M | 16.1K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.09% | $112,294 | 1.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.08% | $6M | 65.2K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.08% | $257,025 | 2.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.08% | $2M | 23.1K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.08% | $99,867 | 1.1K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 0.08% | $301,547 | 3.4K | Q2 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.08% | $731,875 | 8.0K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.08% | $239,517 | 2.6K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.08% | $476,403 | 5.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.08% | $331,632 | 3.8K | Q2 2026 |
| BCU Wealth Advisors, LLC$301M AUM | 0.08% | $212,667 | 2.3K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.08% | $98,314 | 1.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $2M | 25.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 40.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.08% | $38M | 420.7K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.08% | $815,020 | 8.9K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.08% | $308,463 | 3.4K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.08% | $756,537 | 8.3K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.08% | $679,226 | 7.7K | Q2 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.08% | $962,035 | 10.5K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.08% | $367,859 | 4.2K | Q2 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.07% | $947,180 | 10.8K | Q2 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.07% | $456,850 | 5.0K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.07% | $307,105 | 3.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.07% | $474,806 | 5.6K | Q3 2025OLDER |
| EWA, LLC$548M AUM | 0.07% | $384,127 | 4.4K | Q2 2026 |
| Oak Asset Management, LLC$290M AUM | 0.07% | $203,116 | 2.2K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.07% | $249,623 | 2.7K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.07% | $234,712 | 2.7K | Q2 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.07% | $989,845 | 10.6K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.07% | $267,720 | 2.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $109M | 1.20M | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.07% | $532,230 | 5.8K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.07% | $217,644 | 2.4K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.07% | $5M | 52.2K | Q2 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.06% | $205,126 | 2.2K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.06% | $409,090 | 4.7K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 0.06% | $272,190 | 3.0K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.06% | $89,706 | 10.5K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $3M | 28.6K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.06% | $223,491 | 2.4K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.06% | $167,411 | 1.9K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.06% | $3M | 32.4K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.06% | $144,913 | 1.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.06% | $2M | 20.1K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.06% | $61M | 669.1K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.05% | $345,991 | 3.8K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $1M | 14.5K | Q2 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 0.05% | $332,011 | 3.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $36M | 397.2K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.05% | $263,805 | 2.9K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.05% | $391,944 | 4.3K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.05% | $826,858 | 9.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $4M | 43.0K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $2M | 17.2K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.05% | $782,401 | 8.6K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.05% | $662,113 | 7.2K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.05% | $1M | 13.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $983,618 | 10.8K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.05% | $2M | 17.4K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 29.1K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $4M | 42.1K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.05% | $272,520 | 3.2K | Q4 2025OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.05% | $409,393 | 4.5K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.05% | $733,884 | 8.0K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.04% | $4M | 43.6K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.04% | $678,549 | 7.4K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.04% | $309,441 | 3.5K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.04% | $621,798 | 6.8K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.04% | $2M | 22.8K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.04% | $377,975 | 4.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 41.9K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.04% | $200,831 | 2.2K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $216,317 | 2.5K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 14.3K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.04% | $247,284 | 2.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 155.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.04% | $110,741 | 1.2K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.04% | $346,973 | 3.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.04% | $45,120 | 494 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 295.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.04% | $9M | 108.9K | Q4 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.04% | $534,880 | 5.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 24.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.04% | $697M | 7.63M | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $648,492 | 7.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $720,742 | 7.9K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.04% | $3M | 28.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.04% | $244,141 | 2.9K | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.04% | $47,695 | 522 | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.03% | $1M | 15.0K | Q2 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.03% | $366,120 | 4.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $33M | 356.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $526,017 | 5.8K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $733,793 | 8.0K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.03% | $73,764 | 841 | Q2 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $406,092 | 4.4K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $268,994 | 2.9K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.03% | $427,565 | 4.7K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $518,661 | 5.7K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.03% | $50,464 | 552 | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.03% | $236,648 | 2.6K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.03% | $93,654 | 1.0K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.03% | $937,293 | 10.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.03% | $493,484 | 5.4K | Q2 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.03% | $762,209 | 8.3K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $251,365 | 2.9K | Q4 2025OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 0.03% | $241,444 | 2.8K | Q4 2025OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.03% | $242,490 | 2.7K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.03% | $229,156 | 2.5K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.03% | $6M | 67.4K | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.03% | $212,075 | 2.5K | Q3 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $245,647 | 2.8K | Q2 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.03% | $511,574 | 5.8K | Q2 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.03% | $1M | 14.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 36.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $993,683 | 10.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $359M | 3.93M | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.03% | $68,528 | 750 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 29.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.03% | $37,005 | 405 | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 17.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $95M | 1.04M | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $800,371 | 9.2K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $5M | 58.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $374,373 | 4.3K | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.02% | $5M | 55.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $37M | 401.0K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.02% | $308,943 | 3.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 27.0K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.02% | $778,380 | 8.5K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $241,466 | 2.8K | Q2 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.02% | $79,949 | 875 | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $285,074 | 3.1K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $175,156 | 1.9K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $33,167 | 363 | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.02% | $843,433 | 9.2K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $229,682 | 2.6K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $87M | 948.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $113,025 | 1.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $1M | 11.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 24.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $4M | 40.2K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $593,174 | 6.5K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.02% | $211,339 | 2.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $417,914 | 4.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $561,713 | 6.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 64.8K | Q2 2026 |
| BAYBAN$115M AUM | 0.02% | $24,396 | 267 | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.02% | $225,751 | 2.6K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 40.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 12.5K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $776,137 | 8.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 12.4K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.02% | $212,161 | 2.3K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.02% | $73,211 | 849 | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 13.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 13.6K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $356,983 | 3.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 18.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 144.7K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 0.02% | $320,526 | 3.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $370,871 | 4.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 37.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 12.4K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $428,728 | 4.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $10M | 111.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $1M | 14.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $281,311 | 3.1K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $332,130 | 3.6K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $262,008 | 2.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $386,766 | 4.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 158.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $10M | 104.7K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.02% | $262,871 | 2.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $428,934 | 4.7K | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $3M | 36.9K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $375,404 | 4.3K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $53,854 | 614 | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 15.2K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.02% | $58,294 | 638 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $12M | 127.8K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $221,025 | 2.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 27.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $49M | 531.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $796,479 | 9.1K | Q2 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $58,751 | 643 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $9M | 102.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $305,356 | 3.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $61M | 672.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $573,621 | 6.3K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.01% | $5M | 51.7K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $424,779 | 4.6K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $943,836 | 10.3K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $209 | 2.4K | Q4 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $17,178 | 188 | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $16,966 | 482 | Q3 2025OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.01% | $34,034 | 372 | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.01% | $134,679 | 1.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 25.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 35.2K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $106,263 | 1.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $199M | 2.31M | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.01% | $14,619 | 160 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $63M | 688.0K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $257,400 | 2.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 62.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $314,124 | 3.4K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $30,619 | 355 | Q4 2025OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.01% | $6M | 65.5K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $12,061 | 132 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $716,531 | 7.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $142,081 | 1.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $844,259 | 9.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 23.2K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $336,684 | 3.7K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 17.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 42.3K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $104,837 | 1.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 21.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $26,013 | 285 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $272,963 | 3.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $45,959 | 503 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $14,711 | 161 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $405,683 | 4.4K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $14,124 | 166 | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $295,280 | 3.2K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $15,015 | 177 | Q3 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.01% | $121,263 | 1.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $63M | 685.0K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $384,819 | 4.5K | Q3 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $26,681 | 292 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $259,034 | 2.8K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $358,627 | 3.9K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $767,325 | 8.4K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.01% | $411,291 | 4.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $18M | 207.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $27M | 313.1K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.01% | $32M | 350.8K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $336,457 | 3.8K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $42,462 | 462 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $36,730 | 402 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 17.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $5M | 53.6K | Q4 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $274,620 | 3.1K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $401,937 | 4.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $45M | 493.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 48.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 80.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $74,057 | 873 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $821,303 | 8.9K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.01% | $16,172 | 177 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $392,343 | 4.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $260,867 | 3.1K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $82,050 | 898 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $797,843 | 8.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 13.1K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.01% | $190,277 | 2.2K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $98,588 | 1.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 85.1K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $11,695 | 128 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $892,130 | 9.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 68.9K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $294,758 | 3.2K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.01% | $12,878 | 141 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 13.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $341,632 | 3.7K | Q2 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $88,061 | 1.0K | Q2 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $22,294 | 244 | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $216,090 | 2.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $258,222 | 2.8K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $135,594 | 1.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $128,395 | 1.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $82,811 | 901 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $327M | 3.57M | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.01% | $90,944 | 1.0K | Q2 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $59,391 | 650 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $86,151 | 943 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $982,067 | 10.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $6,762 | 74 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $32,345 | 354 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $186,602 | 2.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $28,416 | 311 | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $428,101 | 4.7K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $245,055 | 2.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $32,711 | 358 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $427,337 | 4.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $206,131 | 2.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $78,356 | 858 | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $316,451 | 3.7K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 12.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $216,704 | 2.3K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $31,472 | 371 | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $354,489 | 3.9K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $89,909 | 984 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $517,702 | 5.7K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.00% | $5,391 | 59 | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $39,563 | 433 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $236,121 | 2.6K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $228,334 | 2.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $24M | 281.6K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $33,350 | 365 | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $200,539 | 2.3K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 27.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 12.8K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $29,147 | 319 | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $275,481 | 3.0K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $24,487 | 268 | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $29,604 | 324 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $42,943 | 470 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $8,907 | 105 | Q3 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $7,668 | 84 | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3 | 31 | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $248,426 | 2.9K | Q3 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $28,873 | 316 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $246,831 | 2.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 49.1K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $12,263 | 140 | Q2 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $73,548 | 867 | Q3 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $322,171 | 3.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6M | 68.3K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $158,527 | 1.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $206,131 | 2.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 14.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $460,441 | 5.0K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $197,374 | 2.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $287,546 | 3.1K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $16,215 | 188 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $30,705 | 356 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $11,695 | 128 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $271,005 | 3.0K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $248,891 | 2.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $324,995 | 3.6K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $2,741 | 30 | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $2,969 | 35 | Q3 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $19,370 | 212 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $12,297 | 135 | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $3,724 | 41 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $6,305 | 69 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $228,013 | 2.6K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $50,048 | 548 | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $2,011 | 22 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $321,073 | 3.5K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $4,072 | 48 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.