ISHARES INC
CUSIP 46434G822
Ishares Inc has 732 institutional holders in Filings Flow’s 13F database, together reporting 151.17M shares worth $12.3B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Morgan Stanley, and Blackrock, Inc..
Institutional Holders
732
Q1 2026
Reported Value
$12.3B
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 |
|---|---|---|---|---|
| Ehrenkranz Partners L.P.$126M AUM | 19.99% | $25M | 299.3K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 15.46% | $96M | 1.14M | Q1 2026OLDER |
| Board of Trustees of The Leland Stanford Junior University$849M AUM | 9.66% | $82M | 971.3K | Q1 2026OLDER |
| Keewaydin Investments LLC$317M AUM | 9.22% | $29M | 346.1K | Q1 2026OLDER |
| Stephens Greth Foundation$320M AUM | 7.59% | $24M | 287.7K | Q1 2026OLDER |
| Oasis Management Co Ltd.$1.7B AUM | 7.38% | $127M | 1.50M | Q1 2026OLDER |
| Lalia Capital, LLC$158M AUM | 6.40% | $10M | 120.0K | Q1 2026OLDER |
| III Capital Management$344M AUM | 5.80% | $20M | 236.6K | Q1 2026OLDER |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 4.12% | $8M | 94.6K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 3.98% | $19M | 203.9K | Q2 2026 |
| Granite Bay Wealth Management, LLC$470M AUM | 3.98% | $19M | 221.2K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 3.57% | $4M | 42.8K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 3.47% | $46M | 573.4K | Q3 2025OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 3.43% | $33M | 392.2K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 3.06% | $6M | 72.4K | Q4 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 2.92% | $23M | 276.1K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 2.83% | $3M | 39.8K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 2.80% | $5M | 62.9K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 2.79% | $4M | 54.4K | Q3 2025OLDER |
| Tepp RIA, LLC$128M AUM | 2.60% | $3M | 39.3K | Q1 2026OLDER |
| Keystone Global Partners, LLC$225M AUM | 2.55% | $6M | 68.0K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 2.53% | $13M | 158.9K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 2.51% | $372M | 4.41M | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 2.36% | $45M | 528.0K | Q1 2026OLDER |
| COOPER INVESTORS PTY LTD$218M AUM | 2.24% | $5M | 52.4K | Q2 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 2.23% | $96M | 1.14M | Q1 2026OLDER |
| Corecam Pte. Ltd.$231M AUM | 2.22% | $5M | 60.5K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 2.13% | $6M | 66.5K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 2.10% | $6M | 76.4K | Q1 2026OLDER |
| Corecam AG$117M AUM | 2.08% | $2M | 28.9K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 2.01% | $30M | 373.0K | Q4 2025OLDER |
| New Republic Capital, LLC$297M AUM | 1.98% | $6M | 69.7K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 1.96% | $7M | 82.7K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 1.96% | $3M | 40.1K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 1.87% | $3M | 32.6K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 1.87% | $5M | 54.0K | Q1 2026OLDER |
| LSP Investment Advisors, LLC$138M AUM | 1.84% | $3M | 30.0K | Q1 2026OLDER |
| Aragon Global Management, LP$143M AUM | 1.73% | $2M | 29.4K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 1.57% | $29M | 341.7K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 1.57% | $14M | 163.1K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 1.53% | $2M | 24.2K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 1.51% | $15M | 179.9K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.45% | $68M | 799.8K | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 1.43% | $3M | 39.4K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 1.36% | $4M | 43.9K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 1.28% | $12M | 141.8K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 1.26% | $5M | 53.9K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 1.26% | $68M | 799.8K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 1.24% | $6M | 72.3K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 1.22% | $10M | 113.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 1.21% | $9M | 109.0K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 1.20% | $5M | 57.1K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 1.17% | $1M | 17.3K | Q2 2026 |
| Advisor Resource Council$309M AUM | 1.17% | $4M | 42.8K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 1.16% | $10M | 123.4K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 1.14% | $2M | 17.7K | Q1 2026OLDER |
| MBB PUBLIC MARKETS I LLC$839M AUM | 1.11% | $8M | 104.5K | Q3 2025OLDER |
| South Shore Capital Advisors$137M AUM | 1.11% | $2M | 18.0K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 1.00% | $2M | 21.8K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 1.00% | $10M | 119.0K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.98% | $57M | 703.4K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 0.97% | $2M | 29.5K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.97% | $2M | 20.7K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.93% | $2M | 24.6K | Q4 2025OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.92% | $5M | 66.6K | Q3 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.92% | $4M | 42.4K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.92% | $1M | 14.8K | Q1 2026OLDER |
| Johns Hopkins University$1.4B AUM | 0.90% | $12M | 146.3K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.88% | $3M | 38.7K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.86% | $1M | 14.0K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.85% | $10M | 116.8K | Q1 2026OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.84% | $7M | 82.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.82% | $80M | 992.1K | Q4 2025OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.82% | $3M | 32.7K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.80% | $4M | 48.1K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.79% | $3M | 31.0K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 0.77% | $3M | 40.3K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.76% | $4M | 45.0K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.73% | $4M | 50.5K | Q1 2026OLDER |
| Galaxy Digital Inc.$1.2B AUM | 0.73% | $8M | 100.0K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.70% | $3M | 38.5K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.70% | $2M | 28.8K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.69% | $1M | 13.3K | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 0.69% | $3M | 35.9K | Q1 2026OLDER |
| Galilei Investment Office LLP$193M AUM | 0.68% | $1M | 18.0K | Q4 2025OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.68% | $2M | 18.6K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.66% | $16M | 188.7K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.65% | $5M | 54.3K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.64% | $2M | 26.2K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.64% | $2M | 27.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.64% | $9M | 115.7K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 0.62% | $1M | 12.4K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.62% | $4M | 50.7K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.62% | $629,669 | 7.5K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.60% | $8M | 119.0K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.59% | $121M | 1.43M | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.59% | $16M | 184.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.57% | $5M | 58.4K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.56% | $1M | 14.0K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.56% | $6M | 71.3K | Q4 2025OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 0.56% | $1M | 12.4K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.55% | $809,955 | 9.6K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.54% | $1M | 14.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.54% | $112M | 1.40M | Q3 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.54% | $8M | 91.1K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.54% | $1M | 17.4K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.51% | $4M | 53.0K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.51% | $7M | 80.8K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.51% | $1M | 14.3K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.50% | $1M | 15.2K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.49% | $2M | 26.1K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.48% | $21M | 254.1K | Q4 2025OLDER |
| Cypress Capital Group$889M AUM | 0.48% | $4M | 50.2K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.47% | $2M | 26.3K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.46% | $5M | 64.1K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.46% | $28M | 335.8K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.44% | $812,466 | 9.6K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.42% | $27M | 316.2K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.40% | $2M | 21.4K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.40% | $18M | 210.5K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 0.39% | $599,834 | 7.1K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.38% | $496,929 | 5.9K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.38% | $3M | 41.7K | Q3 2025OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.37% | $6M | 74.5K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.36% | $971,398 | 11.5K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.36% | $17M | 200.0K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.34% | $844,400 | 10.0K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.34% | $2M | 17.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.34% | $3M | 31.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.34% | $7M | 86.5K | Q4 2025OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.33% | $4M | 41.6K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.33% | $437,737 | 5.2K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.33% | $56M | 659.8K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.33% | $14M | 166.3K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 0.33% | $2M | 25.9K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.32% | $6M | 70.0K | Q4 2025OLDER |
| BFI Infinity Ltd.$178M AUM | 0.32% | $567,352 | 6.7K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 0.32% | $3M | 36.9K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.31% | $6M | 75.2K | Q3 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.30% | $2M | 25.5K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.29% | $656,901 | 8.1K | Q4 2025OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.29% | $5M | 57.4K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.29% | $6M | 67.7K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.29% | $815,606 | 9.7K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.29% | $4M | 47.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.28% | $12M | 153.3K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.28% | $11M | 127.0K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.28% | $25M | 291.6K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.27% | $13M | 151.2K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.27% | $550,295 | 6.5K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.27% | $3M | 30.5K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.27% | $392,925 | 4.7K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.27% | $289,207 | 3.4K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.27% | $485,868 | 5.8K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.26% | $3M | 33.0K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.26% | $3M | 39.3K | Q3 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.26% | $2M | 25.0K | Q4 2025OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.26% | $401,597 | 4.8K | Q1 2026OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 0.26% | $291,391 | 3.6K | Q4 2025OLDER |
| Payne Capital LLC$109M AUM | 0.26% | $282,198 | 3.3K | Q1 2026OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.25% | $57M | 719.0K | Q3 2025OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.25% | $5M | 61.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.25% | $2M | 22.2K | Q2 2026 |
| Avos Capital Management, LLC$253M AUM | 0.25% | $565,180 | 7.0K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.25% | $2M | 20.9K | Q3 2025OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.25% | $545,797 | 6.5K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.25% | $38M | 452.5K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.24% | $19M | 228.4K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.23% | $6M | 68.4K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.23% | $2M | 20.2K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.22% | $272M | 3.22M | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.22% | $1M | 13.3K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.22% | $251,141 | 2.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.22% | $773,166 | 9.6K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.21% | $6M | 71.5K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.21% | $423,108 | 5.3K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.20% | $16M | 188.4K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.20% | $3M | 33.5K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.20% | $340,631 | 4.0K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.20% | $27M | 324.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.19% | $2M | 21.3K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.19% | $909,942 | 9.8K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.18% | $2M | 25.7K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.18% | $799,790 | 8.6K | Q2 2026 |
| ABBINGTON INVESTMENT GROUP$172M AUM | 0.18% | $304,589 | 3.6K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.17% | $372,127 | 4.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.17% | $6M | 63.2K | Q2 2026 |
| SeaBridge Investment Advisors LLC$591M AUM | 0.17% | $1M | 13.0K | Q4 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.17% | $15M | 174.8K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.17% | $2M | 22.0K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.17% | $2M | 16.5K | Q2 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.17% | $4M | 44.1K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.16% | $3M | 31.3K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 0.16% | $2M | 19.5K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.16% | $2M | 17.9K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.16% | $233,645 | 2.8K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.16% | $478,789 | 5.9K | Q4 2025OLDER |
| MBA Advisors LLC$260M AUM | 0.16% | $415,071 | 4.9K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 0.16% | $378,967 | 4.5K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.16% | $385,205 | 4.1K | Q2 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.15% | $1M | 12.6K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.15% | $2M | 27.5K | Q1 2026OLDER |
| Verger Capital Management LLC$339M AUM | 0.15% | $518,898 | 6.1K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.15% | $2M | 17.9K | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.15% | $2M | 19.7K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.15% | $527,749 | 6.3K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.15% | $172M | 2.03M | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.15% | $896,246 | 10.6K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.15% | $2M | 25.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.14% | $47M | 556.9K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.14% | $221,222 | 2.8K | Q3 2025OLDER |
| GP Brinson Investments LLC$245M AUM | 0.14% | $349,763 | 3.8K | Q2 2026 |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.14% | $224,107 | 2.8K | Q3 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.14% | $10M | 115.7K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.14% | $915,161 | 10.8K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.13% | $421,580 | 4.5K | Q2 2026 |
| TPG Financial Advisors, LLC$307M AUM | 0.13% | $413,080 | 4.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.13% | $2.1B | 25.65M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.13% | $495M | 5.86M | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 0.13% | $2M | 23.9K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.13% | $1M | 14.9K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 0.13% | $559,753 | 6.6K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.13% | $246,987 | 2.9K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.13% | $371,536 | 4.4K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.12% | $560,935 | 6.6K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.12% | $2M | 25.0K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.12% | $152,330 | 1.8K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.12% | $32M | 384.6K | Q2 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.12% | $463,352 | 5.5K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.12% | $1M | 12.8K | Q2 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.12% | $5M | 61.5K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.12% | $272,657 | 3.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.12% | $2M | 23.8K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.12% | $833,001 | 9.9K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.11% | $275,697 | 3.3K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.11% | $250,280 | 3.0K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.11% | $2M | 25.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.11% | $5M | 61.2K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.11% | $228,748 | 2.7K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.11% | $21M | 250.0K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.11% | $590,320 | 7.0K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.11% | $542,358 | 6.4K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.10% | $253,687 | 3.0K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.10% | $290,440 | 3.2K | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.10% | $5M | 54.9K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.10% | $390,535 | 4.6K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.10% | $8M | 98.4K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.10% | $3M | 28.1K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.10% | $2M | 26.3K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.10% | $917,829 | 10.5K | Q1 2026OLDER |
| Sarasin & Partners LLP$8.5B AUM | 0.10% | $9M | 92.3K | Q2 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 0.10% | $838,749 | 9.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.10% | $25M | 312.2K | Q4 2025OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.10% | $277,501 | 3.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.10% | $108M | 1.28M | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.10% | $17M | 201.1K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.10% | $4M | 48.1K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.10% | $2M | 20.3K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.10% | $215,172 | 2.7K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.10% | $256M | 3.03M | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.10% | $390,113 | 4.6K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.09% | $2M | 20.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.09% | $1.6B | 19.58M | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.09% | $291,825 | 3.5K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.09% | $655,761 | 7.8K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.09% | $307,020 | 3.6K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.09% | $341,482 | 4.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.09% | $268,519 | 3.2K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.09% | $1M | 13.7K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.09% | $3M | 39.8K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.09% | $1M | 14.6K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.09% | $11M | 129.7K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.09% | $3M | 34.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.09% | $5M | 53.3K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.08% | $342,742 | 4.1K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.08% | $722,047 | 8.6K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.08% | $316,004 | 3.4K | Q2 2026 |
| Royal Harbor Partners, LLC$295M AUM | 0.08% | $239,009 | 2.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.08% | $693,421 | 8.2K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.08% | $241,583 | 2.9K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.08% | $668,849 | 7.9K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.08% | $222,746 | 2.8K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.08% | $22M | 266.0K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.08% | $10M | 113.1K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.08% | $226M | 2.68M | Q1 2026OLDER |
| Birnam Oak Advisors, LP$441M AUM | 0.08% | $337,760 | 4.0K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.08% | $19M | 226.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.08% | $263,008 | 3.3K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.07% | $426M | 5.05M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.07% | $21M | 242.8K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.07% | $388,593 | 4.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $26M | 309.8K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 0.07% | $322,960 | 4.0K | Q4 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $242,272 | 2.9K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.07% | $3M | 39.0K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.07% | $3M | 44.5K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.07% | $337,253 | 4.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.07% | $1M | 14.5K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 0.07% | $396,957 | 4.3K | Q2 2026 |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 0.07% | $1M | 14.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.07% | $404,347 | 4.3K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.06% | $3M | 38.2K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.06% | $300,787 | 3.8K | Q3 2025OLDER |
| Bravera Wealth$222M AUM | 0.06% | $143,210 | 1.7K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.06% | $2M | 19.5K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.06% | $3M | 32.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $12M | 141.1K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.06% | $25M | 311.2K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.06% | $10M | 119.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $43M | 510.0K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.06% | $81M | 960.1K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.06% | $2M | 20.0K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.06% | $92,149 | 988 | Q2 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.06% | $508,329 | 6.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $35M | 409.8K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.06% | $277,758 | 3.0K | Q2 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.06% | $20M | 232.2K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.06% | $339,702 | 4.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 18.0K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.06% | $309,354 | 3.5K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.06% | $279,547 | 3.3K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.06% | $200,962 | 2.5K | Q4 2025OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.06% | $177,324 | 2.1K | Q1 2026OLDER |
| COOPERMAN LEON G$3.0B AUM | 0.06% | $2M | 20.3K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.06% | $516,930 | 6.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 18.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $5M | 59.2K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.05% | $8M | 93.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.05% | $469M | 5.55M | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.05% | $399,446 | 5.0K | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.05% | $613,288 | 7.3K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.05% | $59,973 | 643 | Q2 2026 |
| Colonial Trust Co / SC$735M AUM | 0.05% | $369,204 | 4.5K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.05% | $310,814 | 3.9K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.05% | $322,899 | 3.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.05% | $329M | 3.89M | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.05% | $2M | 18.6K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.05% | $936,040 | 11.1K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.05% | $716,438 | 8.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $831,650 | 9.8K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.05% | $10M | 116.6K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.05% | $684,048 | 8.1K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.05% | $1M | 13.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 34.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.05% | $1M | 17.0K | Q4 2025OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.05% | $238,376 | 3.0K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.05% | $867,218 | 10.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $6M | 71.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.04% | $136M | 1.61M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 25.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $12M | 139.3K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $368,031 | 4.2K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.04% | $49M | 601.4K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.04% | $27M | 318.7K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.04% | $755,337 | 8.9K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.04% | $198,500 | 2.4K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.04% | $202,656 | 2.4K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.04% | $808,429 | 9.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $3M | 40.3K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 12.1K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.04% | $238,678 | 2.6K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.04% | $214,790 | 2.5K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.04% | $205,760 | 2.3K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.04% | $834,184 | 10.4K | Q3 2025OLDER |
| Embree Financial Group$849M AUM | 0.04% | $341,440 | 4.0K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.04% | $75,871 | 850 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.04% | $285,926 | 3.4K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.04% | $108,166 | 1.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.04% | $2M | 29.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $948,768 | 11.2K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.04% | $113,572 | 1.3K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.04% | $70,508 | 835 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.04% | $350,595 | 4.2K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.04% | $72,196 | 855 | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.04% | $277,758 | 3.0K | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 0.04% | $159M | 1.89M | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $499,040 | 5.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.04% | $21M | 244.9K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.04% | $3M | 33.8K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.04% | $363,611 | 4.5K | Q4 2025OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.04% | $365,034 | 4.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.04% | $1M | 13.7K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.03% | $198,952 | 2.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $606,606 | 7.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $574,785 | 6.8K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.03% | $125,066 | 1.5K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $4M | 44.9K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.03% | $300,185 | 3.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $4M | 41.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.03% | $80M | 950.8K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.03% | $149,713 | 1.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.03% | $28M | 333.6K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $3M | 32.7K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.03% | $8M | 94.6K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 26.7K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.03% | $1M | 13.4K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 47.6K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $255,262 | 3.0K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.03% | $56,829 | 673 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.03% | $2M | 20.7K | Q2 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.03% | $558,908 | 6.6K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.03% | $3M | 34.7K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $335,065 | 3.5K | Q2 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $398,305 | 4.9K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 13.5K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $300,180 | 3.2K | Q2 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.03% | $58,770 | 696 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $408M | 4.83M | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 11.2K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 88.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $689,672 | 8.2K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.03% | $826,077 | 9.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $36M | 427.6K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.03% | $124,971 | 1.5K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.03% | $546,771 | 6.8K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $225,390 | 2.8K | Q3 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.03% | $201,812 | 2.4K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.03% | $3M | 30.4K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.03% | $118,665 | 1.4K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.03% | $425,786 | 5.0K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.03% | $203,494 | 2.3K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.03% | $373,882 | 4.6K | Q3 2025OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.03% | $259,231 | 3.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $102M | 1.21M | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.03% | $1M | 13.5K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.03% | $37,576 | 445 | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.03% | $40,105 | 500 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.03% | $72,189 | 900 | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.03% | $777,943 | 9.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $164M | 1.94M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.03% | $1.5B | 17.93M | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.03% | $362,416 | 4.3K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $126,660 | 1.5K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.03% | $246,480 | 2.9K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $713,929 | 8.5K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.03% | $348,568 | 4.1K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.03% | $2M | 21.3K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.03% | $386,987 | 4.8K | Q4 2025OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.02% | $28,288 | 335 | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.02% | $327,374 | 3.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $23M | 270.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 58.0K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $4M | 41.6K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 64.5K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.02% | $210,678 | 2.5K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $561,470 | 7.0K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $256,107 | 3.0K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $291,382 | 3.1K | Q2 2026 |
| Legacy Bridge, LLC$262M AUM | 0.02% | $59,108 | 700 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $5M | 63.0K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $503,993 | 6.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 42.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $700,177 | 8.3K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $22 | 271 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $20M | 241.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $94M | 997.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 19.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $306,765 | 3.3K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $574,481 | 6.8K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.02% | $499,628 | 6.2K | Q3 2025OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.02% | $67,552 | 800 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $41,798 | 495 | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $258,973 | 3.1K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.02% | $3M | 34.8K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.02% | $206,701 | 2.6K | Q3 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.02% | $39M | 468.7K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 13.5K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.02% | $4M | 52.5K | Q3 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $31M | 370.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $314,841 | 3.9K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.02% | $39,320 | 487 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 45.0K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $220,097 | 2.7K | Q3 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $30,398 | 360 | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.02% | $126,660 | 1.5K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $674,502 | 8.4K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 34.5K | Q2 2026 |
| Argent Trust Co$2.9B AUM | 0.02% | $546,580 | 6.5K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 0.02% | $40,531 | 480 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.02% | $619,537 | 7.3K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.02% | $6M | 71.1K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $777,115 | 9.2K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $546,090 | 6.5K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.02% | $25,563 | 25.1K | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.02% | $67,552 | 800 | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $629,832 | 7.5K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.02% | $47,966 | 598 | Q3 2025OLDER |
| SPROTT INC.$3.4B AUM | 0.02% | $596,991 | 7.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $423,804 | 5.0K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 12.5K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $7M | 86.8K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $1M | 16.4K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $237,397 | 2.8K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.02% | $49,820 | 590 | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $428,025 | 5.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $218,613 | 2.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $7M | 85.5K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $281,097 | 3.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $14M | 164.1K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $10M | 116.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.