ISHARES TR
CUSIP 46434V274
Ishares Tr has 195 institutional holders in Filings Flow’s 13F database, together reporting 70.21M shares worth $2.7B as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Strategic Financial Services, Inc., and Vantagepoint Investment Advisers LLC.
Institutional Holders
195
Q1 2026
Reported Value
$2.7B
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 |
|---|---|---|---|---|
| Tolleson Wealth Management, Inc.$693M AUM | 16.98% | $118M | 3.11M | Q4 2025OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 16.13% | $339M | 8.70M | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 9.20% | $29M | 808.1K | Q3 2025OLDER |
| Obsido Oy$165M AUM | 7.09% | $12M | 300.8K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 6.28% | $130M | 3.34M | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 5.96% | $74M | 1.89M | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 5.40% | $8M | 194.1K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 4.01% | $18M | 458.5K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 2.71% | $13M | 322.9K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 2.69% | $4M | 98.8K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 2.65% | $21M | 509.3K | Q2 2026 |
| MERIDIAN MANAGEMENT CO$402M AUM | 2.59% | $10M | 266.8K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 2.52% | $14M | 357.9K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 2.46% | $5M | 133.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 2.31% | $75M | 1.94M | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 2.29% | $4M | 111.3K | Q1 2026OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 2.27% | $2M | 60.7K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.07% | $245M | 6.28M | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 1.94% | $4M | 89.9K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 1.92% | $5M | 137.8K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 1.78% | $22M | 558.7K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 1.67% | $6M | 151.8K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 1.20% | $1M | 31.6K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 1.12% | $9M | 223.5K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 1.09% | $11M | 270.1K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 1.06% | $1M | 31.9K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.97% | $13M | 337.2K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.88% | $5M | 135.2K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.63% | $14M | 363.3K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.61% | $2M | 40.6K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.58% | $34M | 863.1K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.57% | $8M | 201.7K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 0.56% | $2M | 39.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.52% | $22M | 557.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.49% | $788M | 20.22M | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.46% | $1M | 31.4K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.46% | $27M | 673.1K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.40% | $4M | 90.1K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.39% | $2M | 51.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.37% | $738,876 | 19.0K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.36% | $6M | 144.5K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 0.27% | $308,984 | 8.2K | Q2 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.25% | $4M | 90.5K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.23% | $4M | 109.8K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.21% | $1M | 33.6K | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 0.21% | $418,820 | 10.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.20% | $25M | 633.3K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.18% | $334,729 | 8.9K | Q4 2025OLDER |
| Archer Investment Management, LLC$293M AUM | 0.18% | $529,039 | 12.9K | Q2 2026 |
| Schrum Private Wealth Management LLC$131M AUM | 0.16% | $207,652 | 5.3K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.15% | $23M | 587.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.14% | $951,865 | 26.5K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.14% | $15M | 366.4K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.12% | $5M | 115.2K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.12% | $2M | 42.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.11% | $20M | 513.3K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.11% | $6M | 154.4K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.11% | $271,276 | 7.0K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.11% | $378,730 | 9.7K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.10% | $358,134 | 9.5K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.10% | $5M | 130.1K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.09% | $2M | 60.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.09% | $2M | 61.4K | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.09% | $684,702 | 17.6K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.08% | $200,294 | 5.1K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.08% | $4M | 94.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.07% | $2M | 59.4K | Q4 2025OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.07% | $626,672 | 16.1K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.07% | $9M | 236.5K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.06% | $6M | 170.9K | Q4 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.06% | $487,000 | 12.5K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.05% | $502,039 | 12.9K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.05% | $698,241 | 17.9K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.05% | $82,429 | 2.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.05% | $20M | 502.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 61.0K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.05% | $509,509 | 13.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.05% | $33M | 840.2K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.05% | $448,040 | 11.5K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.04% | $248,370 | 6.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 61.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 77.9K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $501,852 | 12.9K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.04% | $1M | 30.3K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.04% | $36,278 | 252 | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.03% | $396,903 | 10.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 30.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 129.7K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.03% | $543,656 | 13.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 70.4K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.03% | $644,048 | 16.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $841,247 | 21.6K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.03% | $389,600 | 10.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 48.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $302,432 | 7.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $96M | 2.48M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $833,939 | 21.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $273,811 | 7.0K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $1M | 28.4K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 31.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $123M | 3.16M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $55M | 1.41M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $1M | 38.4K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $222,592 | 5.4K | Q2 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 29.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $172,319 | 4.2K | Q2 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $30,818 | 791 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 100.6K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $130,126 | 3.3K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $353,289 | 9.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $362,477 | 10.1K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $620,693 | 15.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $12M | 301.6K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $23,766 | 610 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $313,944 | 8.3K | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $134,412 | 3.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $373,315 | 9.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 174.3K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $19,751 | 507 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $34M | 861.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $227,741 | 6.3K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $18M | 477.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 144.9K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $41,648 | 1.1K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.01% | $341,368 | 8.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $31,168 | 800 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $11,688 | 300 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $31M | 785.5K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 102.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 86.6K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $438,105 | 11.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $60,702 | 1.6K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 111.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 104.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $236,105 | 5.8K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $598,879 | 15.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 61.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $516,523 | 13.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 28.0K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 342.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $721,986 | 18.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $434,170 | 11.1K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $238,007 | 6.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $334,880 | 8.9K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $498,766 | 12.8K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.00% | $4,709 | 115 | Q2 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $20,143 | 517 | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $3,922 | 109 | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $243,932 | 6.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $533,379 | 13.7K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $274,540 | 7.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $203,176 | 5.2K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $36,844 | 976 | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $5,984 | 154 | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $53,485 | 1.4K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 383.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 50.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $425,921 | 10.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 75.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $31M | 814.5K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 27.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $62,066 | 1.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $37,775 | 970 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $27M | 716.9K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $20,259 | 520 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $41,206 | 1.0K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $244,513 | 6.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 311.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $281,104 | 7.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $77,878 | 2.1K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $492,727 | 12.6K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $32,176 | 826 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $615,139 | 15.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 56.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $13M | 344.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $176,138 | 4.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $12,779 | 328 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $40,753 | 1.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $436,196 | 11.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $11,814 | 329 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 148.4K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $1,321 | 35 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $283,332 | 7.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $15,321 | 405 | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $220,523 | 6.1K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $220,007 | 5.6K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $325,477 | 8.4K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $13,836 | 350 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $63,475 | 1.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,951 | 101 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $18,556 | 460 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $962,000 | 24.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $13,168 | 338 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $1,948 | 50 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $739,926 | 20.6K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $229,708 | 5.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $45,194 | 1.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $13,636 | 350 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $44,492 | 1.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $49,733 | 1.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $989,370 | 25.4K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $10,052 | 258 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $13,636 | 350 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $317,641 | 8.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,169 | 30 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $19,480 | 500 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,013 | 26 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $183,636 | 4.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $13,792 | 354 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.