ISHARES TR
CUSIP 46434V290
Ishares Tr has 267 institutional holders in Filings Flow’s 13F database, together reporting 35.92M shares worth $2.6B as of Q1 2026. The largest reported holders are Strategic Financial Services, Inc., Wells Fargo & Company/Mn, and Charles Schwab Investment Management Inc.
Institutional Holders
267
Q1 2026
Reported Value
$2.6B
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 |
|---|---|---|---|---|
| Fox Financial, Inc$123M AUM | 17.46% | $21M | 283.4K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 13.78% | $290M | 3.84M | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 7.24% | $29M | 378.3K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 6.74% | $16M | 205.4K | Q1 2026OLDER |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 6.16% | $20M | 266.3K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 6.15% | $12M | 151.6K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 5.24% | $39M | 471.1K | Q1 2026OLDER |
| First International Bank & Trust$288M AUM | 4.61% | $13M | 178.5K | Q3 2025OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 4.45% | $5M | 59.7K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 4.42% | $117M | 1.55M | Q1 2026OLDER |
| FMA Wealth Management, LLC$156M AUM | 4.23% | $7M | 74.1K | Q2 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 4.09% | $8M | 101.4K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 4.01% | $42M | 474.9K | Q2 2026 |
| Madison Wealth Partners, Inc$627M AUM | 3.67% | $23M | 304.9K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 3.39% | $33M | 432.8K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 3.27% | $74M | 979.0K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 3.19% | $16M | 217.6K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 3.01% | $6M | 74.6K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 2.99% | $9M | 103.8K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 2.92% | $36M | 479.2K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 2.76% | $24M | 318.0K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 2.76% | $7M | 98.4K | Q4 2025OLDER |
| Live Oak Investment Partners$169M AUM | 2.46% | $4M | 55.2K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 2.35% | $5M | 70.4K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 2.23% | $7M | 89.1K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 2.17% | $3M | 34.2K | Q1 2026OLDER |
| Williams Financial, LLC$172M AUM | 2.13% | $4M | 48.5K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 2.05% | $2M | 28.0K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 1.87% | $8M | 110.1K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 1.71% | $2M | 28.1K | Q1 2026OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 1.44% | $2M | 29.5K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 1.40% | $7M | 86.3K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 1.39% | $8M | 103.0K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 1.37% | $3M | 44.8K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 1.36% | $12M | 163.2K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 1.36% | $10M | 126.4K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 1.33% | $4M | 56.7K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 1.28% | $5M | 60.0K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 1.24% | $1M | 19.6K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 1.23% | $10M | 134.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 1.20% | $101M | 1.33M | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 1.20% | $5M | 71.7K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.17% | $7M | 92.5K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 1.03% | $14M | 189.8K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.97% | $2M | 22.3K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.96% | $56M | 734.0K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.83% | $917,429 | 10.3K | Q2 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.82% | $8M | 93.3K | Q2 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.79% | $42M | 561.0K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.75% | $869,208 | 11.5K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.75% | $22M | 289.9K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.75% | $20M | 260.9K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 0.60% | $2M | 22.7K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.59% | $11M | 146.3K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.58% | $581,293 | 7.8K | Q4 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.57% | $4M | 49.3K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.57% | $871,840 | 11.5K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.53% | $712,248 | 9.4K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.51% | $2M | 23.0K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.51% | $4M | 48.5K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.47% | $2M | 23.5K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.45% | $933,611 | 12.4K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.43% | $50M | 667.1K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.43% | $2M | 22.8K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.41% | $4M | 47.2K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.38% | $2M | 23.8K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.37% | $3M | 42.3K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.34% | $913,655 | 12.1K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.33% | $722,931 | 8.1K | Q2 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.33% | $2M | 33.1K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.32% | $680,543 | 9.0K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.32% | $11M | 150.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.32% | $14M | 180.5K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.28% | $2M | 19.9K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.26% | $366,841 | 4.9K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.24% | $664,720 | 8.8K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.24% | $264,441 | 3.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.23% | $18M | 237.3K | Q4 2025OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.22% | $2M | 27.1K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.22% | $2M | 20.5K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.21% | $3M | 36.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.21% | $6M | 76.6K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.20% | $3M | 37.3K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.18% | $901,074 | 12.0K | Q4 2025OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.18% | $990,353 | 13.1K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.18% | $396,438 | 5.3K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.17% | $362,669 | 4.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.15% | $8M | 87.4K | Q2 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.14% | $350,021 | 4.6K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.14% | $232,434 | 3.1K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 0.14% | $372,904 | 4.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.14% | $674,271 | 8.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.13% | $11M | 147.7K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.12% | $935,855 | 12.4K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.12% | $2M | 23.3K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.12% | $325,634 | 3.7K | Q2 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.11% | $709,745 | 9.5K | Q3 2025OLDER |
| Tranquility Partners, LLC$265M AUM | 0.11% | $283,775 | 3.8K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.10% | $2M | 29.5K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.10% | $294,427 | 4.3K | Q3 2025OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.10% | $425,750 | 5.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.10% | $21M | 274.7K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.09% | $2M | 23.3K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.09% | $256,031 | 3.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.09% | $13M | 166.7K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.08% | $210,264 | 2.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 135.9K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.08% | $110,432 | 1.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.08% | $14M | 187.9K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.07% | $242,113 | 3.2K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.07% | $268,295 | 3.6K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.07% | $4M | 51.6K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.06% | $2M | 22.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.06% | $2M | 23.9K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.06% | $2M | 21.7K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.06% | $223,375 | 3.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $57M | 753.7K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.06% | $126,939 | 1.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.05% | $2M | 21.2K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.05% | $443,957 | 5.9K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.05% | $251,391 | 3.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $1M | 18.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $45M | 591.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 65.5K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 24.3K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $264,456 | 3.6K | Q3 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.04% | $109,699 | 1.5K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $224M | 2.97M | Q2 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.04% | $865,569 | 11.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 15.5K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $6M | 84.6K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.04% | $486,348 | 5.5K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 76.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $465,924 | 6.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $150M | 1.99M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $25M | 325.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 30.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 68.2K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.03% | $383,288 | 5.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $22M | 291.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $117M | 1.54M | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 147.6K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.03% | $343,892 | 4.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.03% | $195M | 2.58M | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.03% | $1M | 13.3K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $323,239 | 3.6K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $744,913 | 10.0K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 68.5K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.03% | $754,070 | 10.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 25.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $22M | 289.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 61.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $817,535 | 10.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 79.5K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $279,690 | 3.7K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.02% | $282,710 | 3.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.02% | $125,874 | 1.7K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $474,606 | 6.3K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.02% | $242,172 | 3.2K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $454,525 | 6.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $358,578 | 4.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $230,977 | 3.1K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $286,560 | 3.8K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.02% | $469,670 | 6.9K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $11M | 149.8K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.02% | $56,338 | 752 | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $500,874 | 6.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $881,668 | 11.8K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $892,944 | 11.9K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 14.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 19.8K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $202,691 | 2.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $597,126 | 7.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $22M | 292.4K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $747,382 | 9.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $459,077 | 5.2K | Q2 2026 |
| Members Trust Co$3.0B AUM | 0.01% | $388,698 | 5.1K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.01% | $216,552 | 2.9K | Q4 2025OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.01% | $18,897 | 250 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 45.1K | Q2 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $782,001 | 10.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 105.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $31,706 | 420 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $112,254 | 1.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $407,181 | 5.4K | Q4 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $16,004 | 212 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 393.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $242,214 | 3.2K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.01% | $41,520 | 550 | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.01% | $11,834 | 158 | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $272,757 | 3.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $409,439 | 5.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 76.3K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $56,618 | 750 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $13,589 | 180 | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.01% | $18,588 | 250 | Q3 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $394,617 | 5.3K | Q4 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $70,130 | 929 | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $223,141 | 2.5K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $423,979 | 5.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $37,994 | 503 | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.01% | $13,086 | 176 | Q3 2025OLDER |
| Abound Wealth Management$440M AUM | 0.01% | $26,878 | 356 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $52,640 | 708 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $76M | 1.00M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $4M | 51.6K | Q4 2025OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $36,613 | 485 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $504,361 | 6.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $282,991 | 3.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $65,546 | 862 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $545,388 | 7.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 48.4K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $245,720 | 3.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $89,107 | 1.2K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $331,735 | 4.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $18,269 | 242 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $7,247 | 96 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $57,939 | 768 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 17.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $290,681 | 3.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 21.0K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $15,174 | 201 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $59M | 782.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $150,301 | 2.0K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $75,553 | 1.0K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $15M | 207.1K | Q3 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $265,911 | 3.5K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $6,697 | 88 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $28,535 | 378 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $480,645 | 6.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 210.4K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $39,114 | 518 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $31,899 | 426 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $6,302 | 83 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $41,338 | 548 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 16.8K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $4,303 | 57 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $259,384 | 3.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 21.3K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $5,435 | 72 | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $4,833 | 65 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $342,196 | 4.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $63,922 | 847 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $46,938 | 622 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $6,039 | 80 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $103,799 | 1.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $17,828 | 200 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 71.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $326,776 | 4.4K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $218,317 | 2.9K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $9,135 | 122 | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $9,059 | 120 | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $2,156 | 29 | Q3 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $3,069 | 41 | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $24,610 | 326 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $13,966 | 185 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $17,651 | 234 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12M | 165.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $405,643 | 5.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 52.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 128.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $2,546 | 34 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $33M | 439.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $299,997 | 4.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $97,346 | 1.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $617,948 | 8.2K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $3,209 | 36 | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,931 | 78 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,807 | 105 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $15,770 | 208 | Q2 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $229,112 | 3.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $45,445 | 602 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $14,192 | 188 | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $1,597 | 18 | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $63,594 | 842 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $40,528 | 537 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $7,474 | 99 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $272,745 | 3.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $893,273 | 11.8K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $25,742 | 341 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $851,225 | 11.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $450,675 | 6.0K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $3,629 | 48 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $967 | 13 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $317,058 | 4.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $20,609 | 273 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $73,607 | 983 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $97,458 | 1.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $43,558 | 577 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $7,247 | 96 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $495 | 7 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3,850 | 51 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,813 | 77 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $589 | 8 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $225 | 3 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.