ISHARES U S ETF TR
CUSIP 46431W838
Ishares U S Etf Tr has 217 institutional holders in Filings Flow’s 13F database, together reporting 21.21M shares worth $1.0B as of Q1 2026. The largest reported holders are Morgan Stanley, Rockwood Wealth Management, LLC, and Resonant Capital Advisors, LLC.
Institutional Holders
217
Q1 2026
Reported Value
$1.0B
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 |
|---|---|---|---|---|
| Rockwood Wealth Management, LLC$1.4B AUM | 8.20% | $115M | 2.28M | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 4.41% | $84M | 1.67M | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 4.05% | $6M | 124.8K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 2.64% | $9M | 175.1K | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 2.33% | $8M | 158.8K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 2.28% | $22M | 435.8K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 1.88% | $10M | 189.9K | Q2 2026 |
| Cresta Advisors, Ltd.$244M AUM | 1.62% | $4M | 78.8K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 1.52% | $3M | 59.7K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 1.32% | $15M | 307.4K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 1.20% | $3M | 68.4K | Q3 2025OLDER |
| Keystone Financial Group, Inc.$192M AUM | 1.15% | $2M | 43.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 1.14% | $1M | 24.7K | Q1 2026OLDER |
| Alexander Randolph Advisory, Inc.$116M AUM | 1.10% | $1M | 25.4K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 1.08% | $7M | 130.7K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 1.04% | $5M | 95.5K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 1.00% | $2M | 49.0K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 1.00% | $6M | 111.6K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 1.00% | $2M | 31.9K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.92% | $4M | 86.4K | Q2 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.85% | $3M | 67.5K | Q2 2026 |
| Foster Group, Inc.$3.8B AUM | 0.82% | $31M | 612.5K | Q2 2026 |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.82% | $3M | 64.0K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.69% | $2M | 31.8K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 0.65% | $4M | 70.9K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.49% | $864,539 | 17.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.48% | $20M | 393.8K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.48% | $1M | 27.2K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.46% | $2M | 41.5K | Q2 2026 |
| Horizon Wealth Management, LLC$682M AUM | 0.43% | $3M | 57.9K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 0.43% | $979,362 | 19.4K | Q2 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.42% | $2M | 34.2K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.38% | $545,371 | 10.9K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 0.32% | $1M | 20.6K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.32% | $425,689 | 8.5K | Q4 2025OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.31% | $1M | 29.3K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.31% | $352,380 | 7.0K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.30% | $2M | 37.7K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.30% | $1M | 24.8K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.30% | $2M | 33.1K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.28% | $735,452 | 14.6K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.27% | $10M | 204.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.26% | $33M | 658.0K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.26% | $380,594 | 7.6K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.24% | $1M | 20.3K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.22% | $452,519 | 9.0K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.22% | $4M | 77.8K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.22% | $302,280 | 6.0K | Q2 2026 |
| SYKON CAPITAL LLC$300M AUM | 0.21% | $644,201 | 12.8K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.21% | $4M | 72.8K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 0.20% | $402,720 | 8.0K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.20% | $736,886 | 14.6K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 0.20% | $461,467 | 9.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.19% | $4M | 85.2K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.18% | $249,183 | 5.0K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.18% | $270,980 | 5.4K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.18% | $1M | 19.9K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.18% | $2M | 46.4K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.17% | $210,085 | 4.2K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 0.16% | $5M | 94.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.16% | $2M | 41.4K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.15% | $266,696 | 5.3K | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.15% | $318,280 | 6.3K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.15% | $206,937 | 4.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.14% | $999,492 | 19.8K | Q3 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.13% | $218,540 | 4.3K | Q4 2025OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 0.13% | $266,638 | 5.3K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.13% | $4M | 80.0K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.13% | $363,933 | 7.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 0.12% | $292,394 | 5.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.12% | $19M | 385.1K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.12% | $1M | 25.6K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.12% | $253,726 | 5.0K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.12% | $239,266 | 4.8K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.12% | $331,227 | 6.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.11% | $2M | 41.2K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.11% | $906,825 | 18.0K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.10% | $299,632 | 6.0K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.10% | $1M | 27.7K | Q2 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.10% | $2M | 30.8K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.10% | $11M | 221.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.09% | $54M | 1.07M | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.09% | $482,023 | 9.6K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.09% | $2M | 42.7K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.09% | $371,610 | 7.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 63.4K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.09% | $272,785 | 5.4K | Q4 2025OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.08% | $109,540 | 2.2K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.08% | $691,246 | 13.7K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.08% | $797,509 | 15.8K | Q2 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 0.08% | $340,870 | 6.8K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.07% | $297,273 | 5.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.07% | $855,780 | 17.0K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.07% | $569,155 | 11.3K | Q2 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.07% | $1M | 22.6K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.07% | $2M | 36.1K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.06% | $212,889 | 4.2K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.06% | $334,711 | 6.6K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.06% | $213,362 | 4.2K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.06% | $794,150 | 15.8K | Q4 2025OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.06% | $376,336 | 7.5K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 0.05% | $249,638 | 5.0K | Q4 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.05% | $349,291 | 6.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.05% | $3M | 55.1K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.05% | $255,326 | 5.1K | Q2 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.05% | $753,847 | 15.0K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.04% | $251,295 | 5.0K | Q2 2026 |
| Southeast Asset Advisors, LLC$913M AUM | 0.04% | $390,135 | 7.8K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $2M | 48.7K | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.04% | $48,889 | 971 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 39.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 108.8K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.04% | $367,482 | 7.3K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.04% | $107,677 | 2.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 20.9K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 24.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 23.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $15M | 307.4K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $208,303 | 4.1K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 28.8K | Q2 2026 |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 20.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 57.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 101.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $25M | 506.0K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $262,336 | 5.2K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.03% | $402,720 | 8.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $78,581 | 1.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $2M | 40.7K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $514,022 | 10.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $42,583 | 846 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 39.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $15M | 296.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 163.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $283,314 | 5.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $559,700 | 11.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 226.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $436,095 | 8.7K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.02% | $211,617 | 4.2K | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.02% | $202,165 | 4.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 102.4K | Q2 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $216,312 | 4.3K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $793,260 | 15.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 22.1K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $244,350 | 4.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $351,449 | 7.0K | Q3 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $389,974 | 7.7K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.02% | $34,813 | 691 | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 56.9K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $632,774 | 12.6K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.01% | $49,314 | 976 | Q3 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $376,342 | 7.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $439,349 | 8.7K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 60.9K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $202,770 | 4.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $470,681 | 9.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 193.4K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $99,623 | 2.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 27.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 193.8K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $251,700 | 5.0K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $38M | 759.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $162M | 3.21M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 19.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $201,343 | 4.0K | Q4 2025OLDER |
| Zhang Financial LLC$2.9B AUM | 0.01% | $253,563 | 5.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $349,145 | 6.9K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $417,117 | 8.3K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $110,704 | 2.2K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $528,570 | 10.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $376,293 | 7.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $466,752 | 9.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 23.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $210,623 | 4.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $592,502 | 11.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 26.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $505,933 | 10.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $456,690 | 9.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $388,370 | 7.7K | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $219,898 | 4.4K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $301,889 | 6.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 27.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $71M | 1.42M | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $19,180 | 381 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 20.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $32,188 | 637 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 43.1K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $215,309 | 4.3K | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $296,150 | 5.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $22M | 428.8K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $13,189 | 262 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $385,377 | 7.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $725,415 | 14.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 133.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 22.9K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $237,208 | 4.7K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 30.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $44,475 | 883 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $278,440 | 5.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $234,786 | 4.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $345,447 | 6.9K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 40.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 49.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 31.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $202,165 | 4.0K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $325,809 | 6.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 27.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $74,654 | 1.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 49.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $23,764 | 472 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 159.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 100.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $132,596 | 2.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $272,139 | 5.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $191,998 | 3.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $17M | 329.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $196,326 | 3.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 104.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 50.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 22.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $480,479 | 9.5K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $10,068 | 200 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $28,733 | 569 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $12,031 | 239 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $607,223 | 12.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 53.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $238,964 | 4.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 37.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $204,557 | 4.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $17,426 | 345 | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,517 | 50 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $21,243 | 422 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,976 | 59 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 54.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $302,423 | 6.0K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $38 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,861 | 97 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $403 | 8 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $42 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.