ISHARES TR
CUSIP 46434V282
Ishares Tr has 241 institutional holders in Filings Flow’s 13F database, together reporting 36.70M shares worth $2.4B as of Q1 2026. The largest reported holders are Strategic Financial Services, Inc., Halbert Hargrove Global Advisors, LLC, and Sigfig Wealth Management, LLC.
Institutional Holders
241
Q1 2026
Reported Value
$2.4B
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 | 23.52% | $163M | 2.35M | Q4 2025OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 12.53% | $263M | 3.99M | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 11.55% | $239M | 3.63M | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 10.37% | $31M | 474.7K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 10.24% | $22M | 295.9K | Q2 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 7.97% | $77M | 1.16M | Q1 2026OLDER |
| Obsido Oy$165M AUM | 6.67% | $11M | 167.2K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 6.47% | $45M | 655.3K | Q4 2025OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 6.35% | $35M | 533.2K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 6.01% | $74M | 1.13M | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 5.83% | $220M | 2.93M | Q2 2026 |
| Beirne Wealth Consulting Services, LLC$354M AUM | 4.98% | $18M | 266.9K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 4.88% | $30M | 402.6K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 4.45% | $7M | 89.3K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 3.87% | $136M | 1.98M | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 2.96% | $48M | 731.9K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 2.76% | $6M | 93.3K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 2.47% | $11M | 173.4K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 2.42% | $6M | 83.6K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 2.41% | $7M | 100.9K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 2.21% | $5M | 70.7K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 2.16% | $7M | 102.4K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 1.82% | $5M | 76.9K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 1.81% | $2M | 28.2K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 1.68% | $90M | 1.36M | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 1.58% | $51M | 778.1K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 1.57% | $2M | 27.9K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.45% | $2M | 24.7K | Q4 2025OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.37% | $19M | 285.8K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 1.32% | $6M | 88.3K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.23% | $16M | 214.9K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 1.20% | $70M | 1.05M | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.10% | $64M | 964.2K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 1.05% | $4M | 48.7K | Q2 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 1.04% | $24M | 357.5K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.97% | $4M | 66.5K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.71% | $2M | 36.1K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.53% | $1M | 18.9K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.50% | $3M | 38.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.45% | $3M | 49.3K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.45% | $2M | 26.1K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.44% | $5M | 76.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.42% | $8M | 119.8K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.41% | $6M | 84.4K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 0.39% | $521,007 | 7.5K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.36% | $45M | 676.0K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.36% | $1M | 16.5K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.31% | $2M | 29.4K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.30% | $785,664 | 11.9K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.27% | $2M | 23.5K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.27% | $793,518 | 12.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.25% | $5M | 69.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.23% | $14M | 217.8K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.23% | $2M | 34.0K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.22% | $3M | 44.6K | Q2 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.21% | $2M | 30.8K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.21% | $1M | 18.9K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.20% | $718,146 | 10.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.19% | $11M | 160.3K | Q2 2026 |
| Herold Advisors, Inc.$455M AUM | 0.18% | $840,642 | 12.7K | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 0.16% | $236,478 | 3.6K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.15% | $690,954 | 10.5K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.13% | $6M | 93.7K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.13% | $704,550 | 10.7K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.13% | $857,226 | 12.4K | Q3 2025OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.13% | $309,903 | 4.7K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.13% | $741,935 | 11.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.12% | $6M | 89.8K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.12% | $270,286 | 4.1K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.11% | $532,234 | 8.1K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.11% | $328,575 | 5.0K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.11% | $740,388 | 11.2K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.11% | $595,432 | 9.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.11% | $3M | 48.4K | Q4 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.10% | $668,448 | 10.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.10% | $9M | 139.6K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.10% | $282,013 | 4.3K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.10% | $1M | 18.8K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.10% | $5M | 71.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.09% | $12M | 186.7K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.09% | $961,548 | 12.7K | Q2 2026 |
| Joule Financial, LLC$343M AUM | 0.08% | $282,950 | 4.3K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.08% | $380,915 | 5.8K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.08% | $3M | 42.2K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.07% | $254,808 | 3.7K | Q4 2025OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.07% | $295,680 | 4.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.07% | $4M | 52.6K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.07% | $139,524 | 2.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.07% | $5M | 72.6K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.06% | $1M | 18.8K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.06% | $211,497 | 3.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.06% | $9M | 139.4K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.06% | $577,038 | 8.7K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.06% | $354,750 | 5.4K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.05% | $106,864 | 1.6K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.05% | $53,460 | 810 | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.05% | $624,624 | 9.5K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.05% | $293,314 | 4.2K | Q3 2025OLDER |
| BetterWealth, LLC$510M AUM | 0.05% | $247,896 | 3.8K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.05% | $208,941 | 3.2K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.05% | $382,338 | 5.8K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.05% | $1M | 17.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.04% | $542,388 | 8.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $479,721 | 6.3K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 67.5K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.04% | $152,064 | 2.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.04% | $35M | 527.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $26M | 399.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.04% | $501,227 | 7.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $190M | 2.88M | Q2 2026 |
| Columbus Macro, LLC$936M AUM | 0.03% | $287,648 | 4.1K | Q4 2025OLDER |
| Morse Asset Management, Inc$481M AUM | 0.03% | $148,500 | 2.3K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.03% | $41,699 | 551 | Q2 2026 |
| Ledyard National Bank$1.2B AUM | 0.03% | $339,966 | 5.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 17.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $202,128 | 2.9K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.03% | $78,936 | 1.2K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.02% | $317,419 | 4.2K | Q2 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.02% | $223,750 | 3.2K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $3M | 46.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $9M | 131.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 147.3K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.02% | $39,273 | 595 | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.02% | $38,564 | 584 | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $257,544 | 3.7K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.02% | $263,670 | 4.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $672,804 | 10.2K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.02% | $280,962 | 4.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $290,708 | 4.4K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.02% | $202,246 | 3.1K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $27,720 | 420 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 16.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $395,322 | 6.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $531,644 | 8.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 136.8K | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $235,688 | 3.6K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $423,401 | 6.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $524,568 | 7.9K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.01% | $167,587 | 2.4K | Q3 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $224,856 | 3.3K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $360,294 | 5.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $735,819 | 10.6K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $863,431 | 12.4K | Q4 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $201,783 | 2.9K | Q3 2025OLDER |
| GDS Wealth Management$1.7B AUM | 0.01% | $206,184 | 3.1K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $247,302 | 3.7K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.01% | $17,773 | 235 | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 23.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $43M | 658.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 165.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 124.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 42.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 122.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $485,570 | 7.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $18M | 266.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $47M | 704.9K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $344,058 | 5.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $6M | 88.6K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $56,760 | 860 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $27,440 | 362 | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $721,512 | 10.9K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $106,590 | 1.6K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $13,332 | 202 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 76.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 26.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $201,798 | 3.1K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $668,844 | 10.1K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.01% | $19,074 | 289 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $286,506 | 4.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 376.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 26.3K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 63.8K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $57,420 | 870 | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $8,910 | 135 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $233,294 | 3.4K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $344,388 | 5.2K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.01% | $61,314 | 929 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $22,044 | 334 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 18.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $22,176 | 336 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $700,259 | 10.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $9M | 145.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $63,697 | 959 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $144,607 | 2.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $68,190 | 1.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $22,192 | 319 | Q4 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $13,860 | 210 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $665,614 | 10.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 159.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 113.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $427,548 | 6.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $217,074 | 3.3K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $419,422 | 6.4K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $264,656 | 4.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $44M | 689.5K | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.00% | $332,970 | 5.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 89.1K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $38,280 | 580 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $41M | 597.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $403,137 | 6.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $273,240 | 4.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $91,410 | 1.4K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $6,180 | 89 | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $22,110 | 335 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $351,648 | 5.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $31,482 | 477 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $29,832 | 452 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $306,834 | 4.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $19,800 | 300 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $608,290 | 9.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $359,361 | 5.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $314,160 | 4.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $21,152 | 320 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $279,654 | 4.0K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $283,008 | 4.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 22.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 114.4K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $3,498 | 53 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $16M | 247.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $5,941 | 86 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 22.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 43.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $170,544 | 2.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $100,782 | 1.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $18,930 | 285 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $587,180 | 8.5K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $20,862 | 302 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $20,714 | 323 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $8,844 | 134 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $22,374 | 339 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 42.0K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $8M | 124.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $379,574 | 5.5K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $238,062 | 3.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $222,384 | 3.2K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 33.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $247,384 | 3.7K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $2,640 | 40 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $64,308 | 974 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $109,214 | 1.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 23.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $4,559 | 66 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $71,724 | 1.1K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.00% | $726 | 11 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $822,096 | 12.5K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $22,572 | 342 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $41,778 | 633 | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $2,222 | 32 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $8,285 | 126 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $18,330 | 264 | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $1,848 | 28 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $379,962 | 5.8K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $69 | 1 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $17,424 | 264 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,738 | 193 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $17,226 | 261 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $36,300 | 550 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $164,717 | 2.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3,300 | 50 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,310 | 35 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $664 | 10 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $660 | 10 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.