ISHARES INC
CUSIP 46434G764
Ishares Inc has 914 institutional holders in Filings Flow’s 13F database, together reporting 6.21M shares worth $534M as of Q2 2026. The largest reported holders are Goldman Sachs Group Inc, Bank Of America Corp /De/, and Northern Trust Corp.
Institutional Holders
914
Q2 2026
Reported Value
$13.5B
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 |
|---|---|---|---|---|
| Myriad Asset Management Advisors LLC$339M AUM | 17.25% | $59M | 744.4K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 13.12% | $25M | 319.2K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 12.46% | $19M | 245.3K | Q1 2026OLDER |
| Artemis Wealth Advisors, LLC$662M AUM | 9.30% | $62M | 783.3K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 8.71% | $57M | 720.8K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 8.55% | $20M | 250.1K | Q1 2026OLDER |
| Johns Hopkins University$1.4B AUM | 8.12% | $112M | 1.42M | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 7.76% | $267M | 3.40M | Q1 2026OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 7.03% | $27M | 339.0K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 6.84% | $26M | 329.7K | Q1 2026OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 6.28% | $48M | 715.0K | Q3 2025OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 6.26% | $16M | 204.4K | Q1 2026OLDER |
| Randall & Associates Wealth Management$148M AUM | 5.97% | $9M | 112.6K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 5.93% | $7M | 83.5K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 5.69% | $23M | 290.4K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 5.65% | $17M | 216.8K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 5.22% | $67M | 651.5K | Q2 2026 |
| PECAUT & CO.$308M AUM | 5.21% | $16M | 204.2K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 5.11% | $18M | 227.7K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 4.81% | $5M | 61.9K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 4.46% | $47M | 595.5K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 4.45% | $27M | 274.1K | Q2 2026 |
| RAELIPSKIE PARTNERSHIP$236M AUM | 4.38% | $10M | 131.4K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 4.25% | $8M | 107.9K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 4.11% | $39M | 497.1K | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 4.06% | $9M | 119.8K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 3.84% | $6M | 77.4K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 3.65% | $7M | 93.5K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 3.63% | $29M | 367.1K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 3.46% | $8M | 80.7K | Q2 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 3.45% | $5M | 51.1K | Q2 2026 |
| PALLADIEM, LLC$105M AUM | 3.44% | $4M | 42.5K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 3.40% | $19M | 245.0K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 3.36% | $14M | 173.9K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 3.31% | $41M | 521.9K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 3.20% | $62M | 787.8K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 3.19% | $4M | 46.6K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 3.19% | $9M | 112.2K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 3.16% | $7M | 94.2K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 3.12% | $6M | 73.7K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 3.11% | $4M | 52.5K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 3.11% | $8M | 99.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 3.08% | $12M | 148.1K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 3.07% | $7M | 85.2K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 3.03% | $80M | 1.02M | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 3.01% | $9M | 110.5K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 2.96% | $171M | 2.18M | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 2.93% | $4M | 54.5K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 2.93% | $149M | 1.89M | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 2.87% | $8M | 105.2K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 2.84% | $10M | 132.7K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 2.82% | $26M | 325.4K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 2.77% | $12M | 146.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 2.77% | $51M | 644.7K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 2.77% | $4M | 51.2K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 2.73% | $7M | 86.8K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 2.71% | $5M | 59.6K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 2.68% | $9M | 109.5K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 2.63% | $83M | 1.06M | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 2.46% | $7M | 84.4K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 2.46% | $6M | 72.0K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 2.45% | $14M | 174.3K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 2.39% | $3M | 44.0K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 2.39% | $14M | 139.7K | Q2 2026 |
| Galilei Investment Office LLP$193M AUM | 2.37% | $5M | 58.1K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 2.33% | $4M | 56.5K | Q4 2025OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 2.33% | $17M | 196.7K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 2.30% | $9M | 116.7K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 2.29% | $202M | 2.56M | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 2.29% | $4M | 49.3K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 2.28% | $6M | 71.9K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 2.27% | $3M | 39.5K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 2.24% | $6M | 78.8K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 2.13% | $3M | 46.9K | Q4 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 2.12% | $30M | 378.1K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 2.08% | $3M | 33.5K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 2.07% | $14M | 181.1K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 2.06% | $7M | 93.3K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 2.03% | $3M | 42.1K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 1.95% | $3M | 41.4K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 1.82% | $4M | 48.0K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 1.81% | $10M | 131.4K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 1.80% | $11M | 145.4K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 1.80% | $41M | 516.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 1.80% | $117M | 1.15M | Q2 2026 |
| Gallacher Capital Management LLC$261M AUM | 1.79% | $5M | 59.2K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 1.77% | $8M | 99.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 1.68% | $141M | 1.80M | Q1 2026OLDER |
| Citizens Business Bank$610M AUM | 1.67% | $10M | 129.8K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 1.66% | $15M | 191.8K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.66% | $10M | 96.2K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.63% | $14M | 181.1K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 1.63% | $12M | 157.9K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 1.60% | $4M | 46.4K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 1.60% | $23M | 289.2K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 1.59% | $13M | 162.5K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.54% | $3M | 36.9K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 1.54% | $7M | 76.2K | Q2 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 1.53% | $29M | 363.7K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 1.53% | $8M | 98.8K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 1.53% | $4M | 54.4K | Q4 2025OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 1.51% | $21M | 265.5K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 1.50% | $28M | 359.5K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 1.49% | $3M | 42.0K | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 1.47% | $13M | 159.4K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 1.47% | $5M | 52.6K | Q2 2026 |
| Denver PWM, LLC$291M AUM | 1.43% | $4M | 42.4K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 1.42% | $2M | 21.3K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 1.41% | $7M | 87.1K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 1.40% | $3M | 44.3K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 1.39% | $6M | 78.9K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 1.38% | $1M | 21.4K | Q3 2025OLDER |
| Terra Nova Asset Management LLC$135M AUM | 1.37% | $2M | 23.6K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 1.36% | $3M | 34.3K | Q1 2026OLDER |
| JBGlobal.com LLC$114M AUM | 1.33% | $2M | 14.8K | Q2 2026 |
| Gold Investment Management Ltd.$323M AUM | 1.29% | $4M | 52.8K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 1.26% | $6M | 75.4K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 1.26% | $2M | 21.9K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 1.21% | $10M | 125.6K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 1.19% | $2M | 29.5K | Q3 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 1.17% | $10M | 124.4K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 1.15% | $8M | 101.2K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 1.15% | $1M | 14.0K | Q2 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 1.14% | $74M | 935.1K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 1.13% | $13M | 145.7K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 1.13% | $6M | 82.2K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 1.10% | $11M | 135.3K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 1.10% | $3M | 44.7K | Q4 2025OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 1.07% | $5M | 57.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 1.03% | $75M | 956.1K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 1.03% | $57M | 727.2K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 1.02% | $2M | 29.8K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 1.02% | $2M | 20.1K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 1.01% | $58M | 641.6K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 1.01% | $1M | 18.9K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 1.00% | $4M | 44.6K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.98% | $236M | 3.00M | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.97% | $1M | 14.4K | Q2 2026 |
| State of Wyoming$844M AUM | 0.94% | $8M | 100.8K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.93% | $4M | 47.5K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 0.93% | $2M | 26.3K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.92% | $5M | 64.0K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.91% | $16M | 208.0K | Q1 2026OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 0.91% | $2M | 27.8K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.91% | $6M | 70.0K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.89% | $12M | 156.6K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.86% | $924,648 | 11.8K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 0.86% | $6M | 80.7K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.83% | $1M | 21.5K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.82% | $847,640 | 10.8K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.82% | $2M | 22.3K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.81% | $2M | 15.4K | Q2 2026 |
| Passive Capital Management, LLC.$335M AUM | 0.79% | $3M | 33.6K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.79% | $2M | 22.2K | Q2 2026 |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 0.78% | $925,120 | 11.8K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.77% | $3M | 37.9K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.76% | $1M | 14.5K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.75% | $893,311 | 11.4K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.75% | $2M | 31.3K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.73% | $2M | 31.4K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.73% | $2M | 29.9K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.73% | $4M | 51.5K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.72% | $4M | 46.9K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.70% | $3M | 35.8K | Q4 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.68% | $12M | 147.0K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.67% | $2M | 16.0K | Q2 2026 |
| Royal Harbor Partners, LLC$295M AUM | 0.64% | $2M | 23.9K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.63% | $9M | 111.0K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.63% | $8M | 106.2K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.63% | $1M | 10.9K | Q2 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.62% | $2M | 26.1K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.62% | $10M | 117.2K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.62% | $37M | 465.2K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.61% | $26M | 336.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.61% | $17M | 213.7K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.61% | $5M | 57.3K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.61% | $2M | 28.1K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.61% | $8M | 99.2K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.60% | $971,451 | 12.3K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.60% | $2M | 27.1K | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 0.60% | $892,884 | 11.4K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.59% | $2M | 26.8K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.59% | $747,685 | 9.5K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.59% | $2M | 23.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.58% | $4M | 53.4K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.58% | $2M | 33.6K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.58% | $5M | 58.8K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.58% | $2M | 33.3K | Q4 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.57% | $1M | 14.7K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.57% | $8M | 102.9K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.56% | $10M | 124.4K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.56% | $1M | 14.5K | Q2 2026 |
| MRWM Advisors, LLC$184M AUM | 0.55% | $1M | 12.8K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.55% | $6M | 72.1K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.54% | $4M | 52.7K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.52% | $2M | 24.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.52% | $17M | 164.3K | Q2 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.52% | $1M | 14.9K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.51% | $519,236 | 6.6K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.50% | $59M | 747.9K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.50% | $574,926 | 7.3K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.50% | $570,273 | 7.2K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.49% | $7M | 84.5K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.49% | $28M | 350.4K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.48% | $1M | 19.0K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.48% | $700,153 | 8.9K | Q1 2026OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 0.48% | $863,687 | 11.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.48% | $21M | 237.7K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.47% | $563,878 | 5.5K | Q2 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.46% | $6M | 79.7K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.46% | $2M | 21.3K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.46% | $856,081 | 10.9K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.46% | $4M | 56.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.45% | $24M | 234.1K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 0.45% | $886,333 | 12.2K | Q4 2025OLDER |
| MA Private Wealth$591M AUM | 0.45% | $3M | 34.0K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.45% | $1M | 16.0K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.45% | $544,091 | 6.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.45% | $48M | 597.9K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.45% | $872,969 | 11.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.45% | $28M | 351.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.45% | $19M | 239.3K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.44% | $3M | 38.1K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.44% | $616,774 | 7.8K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.44% | $39M | 489.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.44% | $2M | 26.3K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.44% | $5M | 58.1K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.43% | $4M | 35.0K | Q2 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.43% | $1M | 13.6K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.43% | $1M | 13.0K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.42% | $1M | 16.7K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.42% | $3M | 41.5K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.42% | $3M | 27.9K | Q2 2026 |
| Caldwell Trust Co$1.1B AUM | 0.42% | $5M | 59.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.41% | $3M | 37.3K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.41% | $3M | 33.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.41% | $10M | 127.4K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.41% | $1M | 16.8K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.41% | $925,199 | 11.8K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.40% | $464,487 | 5.9K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 0.40% | $4M | 50.0K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.40% | $707,153 | 9.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.39% | $2M | 31.0K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.39% | $3M | 41.5K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.39% | $621,722 | 7.9K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.38% | $45M | 573.0K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.38% | $693,108 | 8.8K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.38% | $5M | 64.7K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.38% | $84M | 1.07M | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.37% | $3M | 36.3K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.36% | $4M | 39.7K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.36% | $1M | 9.8K | Q2 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.36% | $547,080 | 7.0K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.36% | $597,779 | 7.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.36% | $45M | 567.4K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.35% | $571,733 | 9.1K | Q3 2025OLDER |
| Aspetuck Financial Management LLC$146M AUM | 0.35% | $506,963 | 6.4K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.34% | $3M | 33.8K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.34% | $939,358 | 11.9K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.34% | $6M | 81.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.34% | $6M | 81.5K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.33% | $550,227 | 7.0K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.33% | $551,328 | 7.0K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.33% | $2M | 30.2K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.33% | $367,106 | 4.7K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.33% | $1M | 13.4K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.33% | $1M | 14.5K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.32% | $2M | 27.1K | Q4 2025OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.32% | $570,102 | 7.8K | Q4 2025OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.32% | $2M | 20.1K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.32% | $3M | 36.3K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.31% | $4M | 55.9K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.31% | $9M | 113.6K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.31% | $910,465 | 11.6K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 0.31% | $439,316 | 5.6K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.31% | $28M | 354.7K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.30% | $21M | 268.5K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.30% | $9M | 113.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.29% | $26M | 336.4K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.29% | $3M | 32.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.29% | $11M | 137.9K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.29% | $2M | 23.1K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.29% | $436,799 | 5.6K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.28% | $3M | 32.9K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.28% | $2M | 28.7K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.28% | $1M | 18.0K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.28% | $942,097 | 12.0K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.28% | $6M | 77.6K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.27% | $4M | 47.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.27% | $2.3B | 29.68M | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.27% | $24M | 299.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.27% | $364,510 | 4.6K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.26% | $2M | 29.1K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.26% | $2M | 19.9K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.26% | $2M | 31.4K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.25% | $574,061 | 7.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.25% | $14M | 198.8K | Q4 2025OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.25% | $2M | 29.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.25% | $404M | 5.14M | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.25% | $260,679 | 3.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.25% | $4M | 58.7K | Q3 2025OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.24% | $2M | 25.6K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.24% | $345,795 | 4.1K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.24% | $867,935 | 11.0K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 0.24% | $321,324 | 3.1K | Q2 2026 |
| CORE WEALTH ADVISORS, LLC$130M AUM | 0.24% | $309,920 | 3.9K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.23% | $423,216 | 4.1K | Q2 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.23% | $242,036 | 3.1K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.23% | $1M | 15.6K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.23% | $674,173 | 8.6K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.23% | $346,104 | 4.4K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.22% | $307,016 | 3.9K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 0.22% | $253,290 | 3.5K | Q2 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.22% | $37M | 472.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.22% | $6M | 74.2K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.21% | $1M | 13.9K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 0.21% | $2M | 21.1K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.21% | $710,536 | 9.0K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.21% | $670,970 | 8.5K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.20% | $1M | 17.0K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.20% | $2M | 22.8K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.20% | $388,580 | 4.9K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.20% | $547,647 | 7.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.20% | $3M | 43.5K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.20% | $433,187 | 5.5K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.19% | $704,872 | 9.0K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.19% | $50M | 634.2K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 0.19% | $235,980 | 3.0K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.19% | $406,534 | 5.2K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.19% | $274,325 | 3.5K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.19% | $833,560 | 10.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.19% | $153M | 1.94M | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.19% | $512,549 | 6.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.19% | $6M | 71.7K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.18% | $4M | 50.5K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.18% | $546,530 | 6.9K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.18% | $2M | 19.6K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.18% | $328,012 | 4.2K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.18% | $314,640 | 4.0K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 0.18% | $226,916 | 4.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.18% | $6M | 73.7K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.18% | $981,519 | 12.5K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.18% | $870,452 | 11.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.17% | $6M | 71.4K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 0.17% | $2M | 29.6K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.17% | $8M | 80.3K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.17% | $2M | 24.1K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.17% | $362,623 | 4.6K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.17% | $2M | 20.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.17% | $690,163 | 8.8K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.17% | $250,597 | 3.7K | Q3 2025OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.17% | $221,428 | 2.8K | Q2 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.17% | $5M | 68.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.16% | $30M | 385.1K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.16% | $2M | 29.3K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.16% | $9M | 129.9K | Q3 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.16% | $2M | 25.5K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.16% | $364,904 | 4.6K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.16% | $3M | 38.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.16% | $3M | 41.0K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.16% | $395,840 | 5.0K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.16% | $1M | 12.7K | Q2 2026 |
| Miller Capital Partners, Inc.$208M AUM | 0.16% | $324,237 | 4.1K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.15% | $761,849 | 10.5K | Q4 2025OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.15% | $416,263 | 5.3K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.15% | $356,791 | 4.9K | Q4 2025OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.15% | $918,541 | 13.6K | Q3 2025OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.15% | $275,625 | 3.5K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.15% | $361,830 | 4.6K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.15% | $745,846 | 9.5K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.15% | $1M | 14.2K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.15% | $228,027 | 2.2K | Q2 2026 |
| EWA, LLC$441M AUM | 0.14% | $639,008 | 8.1K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.14% | $704,243 | 9.0K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.14% | $2M | 26.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.14% | $8M | 100.7K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.14% | $229,058 | 2.9K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.14% | $565,321 | 7.2K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.14% | $279,007 | 3.5K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.14% | $2M | 21.5K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.14% | $223,001 | 2.8K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 0.14% | $368,337 | 3.0K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.14% | $1M | 13.6K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.14% | $205,381 | 2.6K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.14% | $60M | 761.2K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.14% | $338,238 | 4.3K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.13% | $701,805 | 8.9K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.13% | $806,885 | 8.9K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.13% | $835,166 | 12.4K | Q3 2025OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.13% | $433,338 | 5.5K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.13% | $4M | 46.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.13% | $823,922 | 10.5K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.13% | $5M | 80.4K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.13% | $120M | 1.53M | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.13% | $641,727 | 6.3K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.13% | $5M | 60.9K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.13% | $487,877 | 6.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.13% | $5M | 57.3K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.13% | $739,566 | 9.4K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.13% | $408,167 | 5.2K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.13% | $337,550 | 5.0K | Q3 2025OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.12% | $279,818 | 3.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.12% | $324,662 | 4.5K | Q4 2025OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.12% | $251,193 | 3.2K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.12% | $368,995 | 4.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.12% | $5M | 65.3K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.12% | $561,475 | 7.1K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.12% | $423,348 | 5.4K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.12% | $3M | 47.5K | Q4 2025OLDER |
| apricus wealth, LLC$205M AUM | 0.12% | $239,126 | 3.0K | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.12% | $343,704 | 4.7K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.11% | $1M | 14.8K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.11% | $833,403 | 10.6K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.11% | $488,175 | 6.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.11% | $10M | 126.5K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.11% | $1M | 14.3K | Q1 2026OLDER |
| Ashford Advisors, LLC$429M AUM | 0.11% | $483,130 | 6.1K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.11% | $696,849 | 8.9K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.11% | $217,465 | 2.8K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.11% | $1M | 12.8K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.11% | $269,411 | 3.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.11% | $119M | 1.51M | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.11% | $1M | 15.3K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.11% | $2M | 18.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.11% | $660,351 | 8.4K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.11% | $777,912 | 9.9K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.11% | $370,685 | 4.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.11% | $3M | 35.2K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.11% | $218,596 | 2.8K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.10% | $416,773 | 5.3K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.10% | $498,061 | 6.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.10% | $6M | 72.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.10% | $2M | 30.1K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.10% | $327,756 | 3.2K | Q2 2026 |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.10% | $1M | 14.7K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.10% | $769,770 | 9.8K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.10% | $432,859 | 5.5K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 0.10% | $291,044 | 2.8K | Q2 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.10% | $21M | 262.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $90M | 1.15M | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.10% | $6M | 75.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.10% | $1M | 15.4K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.09% | $947,696 | 12.0K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.09% | $994,358 | 9.7K | Q2 2026 |
| Tenon Financial LLC$255M AUM | 0.09% | $236,145 | 3.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.09% | $7M | 95.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.09% | $16M | 207.4K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.09% | $426,316 | 5.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.09% | $1M | 18.1K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.09% | $6M | 80.4K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.09% | $242,097 | 3.3K | Q4 2025OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.09% | $393,300 | 5.0K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.09% | $298,908 | 3.8K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.09% | $526,333 | 6.7K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.09% | $519,156 | 6.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.09% | $766,935 | 9.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $744,360 | 9.5K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.09% | $716,880 | 9.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.08% | $1M | 13.8K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.08% | $317,236 | 4.0K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.08% | $2M | 26.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.08% | $3M | 44.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.08% | $7M | 91.8K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.08% | $698,108 | 8.9K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.08% | $101M | 1.33M | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.08% | $2M | 26.7K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.08% | $579,259 | 7.4K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.08% | $278,116 | 3.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.08% | $8M | 105.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.08% | $1M | 13.2K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.08% | $691,429 | 8.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.08% | $429M | 5.46M | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.08% | $214,012 | 2.1K | Q2 2026 |
| Elevated Financial Group LLC$308M AUM | 0.08% | $227,488 | 3.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.08% | $1.1B | 13.67M | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.08% | $2M | 22.3K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.08% | $967,497 | 12.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.08% | $580M | 7.37M | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.08% | $3M | 31.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.08% | $136M | 1.86M | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.08% | $1M | 13.9K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.08% | $2M | 28.2K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.08% | $350,959 | 4.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.07% | $29M | 365.2K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.07% | $4M | 44.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.07% | $63M | 796.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $52M | 660.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $15M | 196.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.07% | $311M | 3.95M | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.07% | $274,681 | 3.5K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 0.07% | $245,813 | 3.1K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.07% | $280,974 | 3.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.07% | $2M | 23.5K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.07% | $1M | 14.3K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.07% | $787,072 | 10.0K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.07% | $715,020 | 9.1K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.07% | $4M | 49.7K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.07% | $6M | 78.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.07% | $78,188 | 994 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.07% | $251M | 3.20M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.