ISHARES TR
CUSIP 46434V456
Ishares Tr has 614 institutional holders in Filings Flow’s 13F database, together reporting 228.00M shares worth $10.4B as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Pnc Financial Services Group, Inc., and Envestnet Asset Management Inc.
Institutional Holders
614
Q1 2026
Reported Value
$10.4B
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 |
|---|---|---|---|---|
| Valence8 US LP$286M AUM | 13.67% | $39M | 846.1K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 13.07% | $41M | 885.9K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 10.61% | $17M | 378.2K | Q1 2026OLDER |
| Altus Wealth Management, LLC$225M AUM | 10.16% | $23M | 494.6K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 10.16% | $23M | 492.2K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 9.81% | $20M | 491.9K | Q1 2026OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 9.52% | $16M | 328.4K | Q2 2026 |
| Financial Management, Inc.$106M AUM | 8.74% | $9M | 201.2K | Q2 2026 |
| Koenig Investment Advisory, LLC$129M AUM | 8.24% | $11M | 214.2K | Q2 2026 |
| SVRN Asset Management, LLC$103M AUM | 6.66% | $7M | 148.8K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 6.62% | $48M | 1.03M | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 6.52% | $40M | 812.7K | Q2 2026 |
| Carr Financial Group Corp$379M AUM | 6.51% | $25M | 534.0K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 6.46% | $9M | 197.5K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 6.05% | $9M | 185.9K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 5.89% | $28M | 606.2K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 5.79% | $45M | 967.5K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 5.61% | $39M | 839.8K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 5.54% | $15M | 323.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 5.47% | $316M | 6.84M | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 5.32% | $6M | 115.2K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 5.27% | $75M | 1.63M | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 5.26% | $11M | 48.3K | Q2 2026 |
| MBA Advisors LLC$260M AUM | 5.23% | $14M | 294.7K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 5.16% | $8M | 167.1K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 5.04% | $15M | 314.3K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 4.47% | $7M | 146.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 4.35% | $6M | 127.8K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 4.20% | $47M | 1.02M | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 4.20% | $9M | 201.7K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 4.19% | $10M | 208.9K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 4.05% | $277M | 5.99M | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 3.74% | $12M | 298.1K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$671M AUM | 3.52% | $24M | 477.1K | Q2 2026 |
| MASON STREET ADVISORS, LLC$1.0B AUM | 3.47% | $36M | 768.9K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 3.34% | $16M | 344.2K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 3.30% | $11M | 248.4K | Q4 2025OLDER |
| Legacy Advisory Services, LLC$131M AUM | 3.15% | $4M | 89.2K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 3.13% | $47M | 958.4K | Q2 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 3.11% | $11M | 246.7K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 3.05% | $40M | 869.2K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 2.82% | $4M | 86.2K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 2.77% | $5M | 101.1K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 2.61% | $3M | 58.7K | Q2 2026 |
| BankPlus Wealth Management LLC$194M AUM | 2.60% | $5M | 108.7K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 2.56% | $26M | 517.0K | Q2 2026 |
| OxenFree Capital LLC$218M AUM | 2.54% | $6M | 111.9K | Q2 2026 |
| SFM, LLC$195M AUM | 2.47% | $5M | 97.3K | Q2 2026 |
| Ascent Wealth Partners, LLC$860M AUM | 2.46% | $21M | 457.6K | Q1 2026OLDER |
| DURANTE & WATERS, LLC$138M AUM | 2.43% | $3M | 72.7K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 2.41% | $6M | 139.4K | Q3 2025OLDER |
| Baron Financial Group, LLC$210M AUM | 2.36% | $5M | 99.7K | Q2 2026 |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 2.32% | $2M | 52.3K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 2.22% | $5M | 99.1K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 2.10% | $3M | 66.4K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 2.08% | $9M | 203.6K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 1.89% | $12M | 255.2K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.89% | $33M | 669.8K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 1.88% | $7M | 145.9K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 1.82% | $15M | 306.9K | Q2 2026 |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 1.81% | $2M | 46.0K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 1.81% | $8M | 180.9K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 1.80% | $9M | 190.6K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 1.80% | $11M | 220.5K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 1.79% | $3M | 58.9K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 1.77% | $6M | 130.4K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.76% | $3M | 71.4K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 1.76% | $20M | 437.9K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 1.72% | $12M | 262.8K | Q4 2025OLDER |
| Summit Wealth Partners, LLC$632M AUM | 1.70% | $11M | 232.5K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 1.63% | $3M | 68.9K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 1.63% | $6M | 125.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 1.61% | $2.6B | 56.74M | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.56% | $73M | 1.57M | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 1.50% | $3M | 70.7K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.49% | $3M | 57.7K | Q4 2025OLDER |
| Veridan Wealth LLC$270M AUM | 1.49% | $4M | 87.0K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 1.48% | $2M | 33.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 1.47% | $9M | 203.8K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 1.45% | $10M | 219.4K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 1.44% | $14M | 302.8K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 1.43% | $20M | 438.2K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.39% | $5M | 95.2K | Q2 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 1.37% | $22M | 480.0K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 1.36% | $36M | 779.0K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 1.35% | $73M | 1.57M | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 1.35% | $2M | 34.0K | Q2 2026 |
| PLIMOTH TRUST CO LLC$447M AUM | 1.31% | $6M | 127.0K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 1.29% | $5M | 101.0K | Q1 2026OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 1.29% | $4M | 97.8K | Q3 2025OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 1.28% | $2M | 53.8K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 1.27% | $3M | 59.5K | Q4 2025OLDER |
| Auxano Advisors, LLC$501M AUM | 1.26% | $6M | 136.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 1.21% | $38M | 816.6K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 1.18% | $62M | 1.33M | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.17% | $3M | 57.7K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 1.15% | $2M | 43.8K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.13% | $8M | 178.3K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 1.13% | $4M | 88.6K | Q2 2026 |
| TME FINANCIAL, INC.$144M AUM | 1.12% | $2M | 35.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 1.12% | $65M | 1.40M | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 1.11% | $1M | 26.8K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 1.10% | $13M | 288.7K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.09% | $1M | 30.9K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 1.08% | $2M | 42.0K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 1.06% | $9M | 200.3K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 1.05% | $14M | 293.3K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.03% | $17M | 367.5K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 1.02% | $7M | 157.3K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 1.01% | $6M | 133.3K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 1.00% | $2M | 32.0K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.95% | $1M | 30.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.94% | $7M | 144.9K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.94% | $2M | 43.1K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.92% | $21M | 448.1K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.92% | $2M | 40.0K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.91% | $2M | 44.6K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.87% | $7M | 157.8K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.87% | $6M | 136.1K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 0.86% | $3M | 58.6K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.86% | $6M | 137.3K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.86% | $976,054 | 21.1K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.86% | $4M | 90.6K | Q2 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.85% | $44M | 947.9K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.85% | $3M | 55.9K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.85% | $52M | 1.13M | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.85% | $4M | 76.0K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.84% | $3M | 69.3K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.84% | $13M | 276.1K | Q2 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.76% | $3M | 58.2K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.75% | $1M | 24.0K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.75% | $2M | 47.1K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.75% | $6M | 136.2K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.73% | $12M | 264.5K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.73% | $74M | 1.63M | Q4 2025OLDER |
| Foster Group, Inc.$3.8B AUM | 0.71% | $27M | 540.9K | Q2 2026 |
| BFSG, LLC$1.1B AUM | 0.66% | $7M | 151.1K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.66% | $1M | 31.3K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 0.65% | $1M | 23.7K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.62% | $692,709 | 14.0K | Q2 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.62% | $2M | 42.9K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.61% | $159M | 3.44M | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.59% | $3M | 56.8K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.58% | $2M | 32.4K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.57% | $5M | 91.0K | Q2 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.56% | $3M | 54.9K | Q2 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.56% | $9M | 189.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.56% | $1M | 28.9K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.55% | $3M | 63.9K | Q2 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.53% | $37M | 805.0K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 0.53% | $508,449 | 11.2K | Q4 2025OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.53% | $2M | 43.3K | Q4 2025OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.51% | $4M | 91.5K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 0.49% | $4M | 86.2K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.49% | $16M | 339.4K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.47% | $515,557 | 11.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.46% | $800M | 17.31M | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.45% | $466,276 | 10.1K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.44% | $2M | 38.3K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.44% | $760,437 | 16.4K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.44% | $3M | 56.0K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.41% | $3M | 59.0K | Q3 2025OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.41% | $2M | 40.5K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 0.40% | $1M | 24.1K | Q3 2025OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.40% | $1M | 26.7K | Q2 2026 |
| Investment Research Partners LLC$246M AUM | 0.38% | $935,827 | 20.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.38% | $32M | 690.6K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.38% | $941,864 | 20.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.38% | $87M | 1.88M | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.38% | $757,264 | 15.7K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.37% | $40M | 866.2K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.36% | $439,370 | 9.5K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.36% | $816,802 | 17.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.35% | $15M | 315.7K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.35% | $33M | 706.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.35% | $54M | 1.18M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.34% | $241M | 5.22M | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.34% | $2M | 32.9K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.34% | $479,374 | 10.4K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.34% | $2M | 49.4K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.33% | $594,849 | 2.3K | Q3 2025OLDER |
| Freestate Advisors LLC$134M AUM | 0.33% | $445,340 | 9.0K | Q2 2026 |
| Wealth Group Ltd$439M AUM | 0.33% | $1M | 31.6K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.33% | $2M | 43.5K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.33% | $960,464 | 19.4K | Q2 2026 |
| Evergreen Wealth Partners LLC$131M AUM | 0.32% | $424,038 | 9.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.32% | $5M | 115.2K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.32% | $1M | 26.0K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.31% | $333,781 | 7.2K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.31% | $2M | 33.6K | Q2 2026 |
| Montis Financial, LLC$484M AUM | 0.31% | $2M | 32.7K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.31% | $2M | 52.6K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.31% | $327,710 | 6.7K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.30% | $1M | 29.9K | Q3 2025OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.30% | $581,620 | 12.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.30% | $14M | 302.3K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.30% | $2M | 34.2K | Q2 2026 |
| Redwood Financial Network Corp$153M AUM | 0.29% | $435,586 | 9.4K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.28% | $795,803 | 17.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.28% | $1M | 29.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.28% | $36M | 769.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.28% | $26M | 556.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.27% | $4M | 90.6K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.27% | $419,630 | 9.1K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.27% | $511,529 | 10.3K | Q2 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.26% | $3M | 67.3K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 0.26% | $292,728 | 6.3K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.25% | $19M | 385.4K | Q2 2026 |
| Hoese & Co LLP$135M AUM | 0.25% | $334,167 | 7.2K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.25% | $710,254 | 15.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.25% | $6M | 138.1K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.25% | $6M | 130.4K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.24% | $398,154 | 8.6K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.24% | $2M | 42.8K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.24% | $463,225 | 10.0K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.24% | $258,076 | 5.6K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.24% | $487,815 | 10.7K | Q4 2025OLDER |
| Capasso Planning Partners LLC$185M AUM | 0.24% | $436,957 | 9.5K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.23% | $2M | 36.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.23% | $7M | 143.0K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 0.23% | $357,081 | 7.7K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.23% | $11M | 228.5K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.23% | $604,319 | 13.1K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.22% | $1M | 22.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.22% | $205M | 4.44M | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.22% | $554,575 | 12.0K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.22% | $5M | 116.6K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.22% | $326,939 | 7.1K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.21% | $1M | 32.0K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.21% | $4M | 85.4K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.21% | $3M | 69.7K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.20% | $4M | 80.2K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 0.20% | $320,299 | 6.9K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.20% | $7M | 141.8K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.20% | $2M | 47.3K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.19% | $3M | 57.2K | Q1 2026OLDER |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 0.19% | $239,822 | 5.4K | Q3 2025OLDER |
| Crane Advisory, LLC$668M AUM | 0.19% | $1M | 25.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.19% | $126M | 2.73M | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 0.18% | $221,110 | 4.9K | Q4 2025OLDER |
| EPG Wealth Management LLC$369M AUM | 0.18% | $676,966 | 14.6K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.18% | $5M | 117.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.18% | $11M | 241.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.18% | $657M | 14.22M | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.17% | $286,626 | 6.2K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.17% | $780,437 | 16.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.17% | $120M | 2.58M | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.17% | $342,140 | 7.4K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.17% | $2M | 35.1K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.17% | $713,339 | 15.4K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.16% | $285,399 | 6.2K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.16% | $2M | 45.0K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.15% | $4M | 82.0K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.15% | $7M | 143.2K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.15% | $1M | 25.9K | Q2 2026 |
| Seek First Inc.$142M AUM | 0.15% | $212,694 | 4.6K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.15% | $2M | 43.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.15% | $53M | 1.15M | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.14% | $666,914 | 14.4K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.14% | $523,986 | 10.6K | Q2 2026 |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.14% | $216,757 | 4.7K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.14% | $31M | 677.0K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 0.14% | $232,142 | 5.0K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.14% | $551,889 | 12.5K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.14% | $9M | 187.3K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 0.13% | $200,037 | 4.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.13% | $9M | 175.9K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.13% | $7M | 158.7K | Q2 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.13% | $2M | 45.1K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.13% | $1M | 30.8K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.13% | $521,290 | 11.3K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.12% | $861,031 | 18.6K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.12% | $349,056 | 7.9K | Q3 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.12% | $879,295 | 19.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.12% | $5M | 111.6K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.12% | $824,256 | 17.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.12% | $4M | 95.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.12% | $12M | 251.7K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.12% | $430,263 | 9.3K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.11% | $672,600 | 14.5K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.11% | $215,339 | 4.7K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.11% | $1M | 31.1K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.11% | $1M | 22.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $99M | 2.14M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.10% | $2M | 52.7K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.10% | $1M | 32.4K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.10% | $1M | 23.3K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.10% | $4M | 77.9K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.10% | $210,809 | 4.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 76.0K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.10% | $2M | 32.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.10% | $2M | 40.4K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.10% | $2M | 39.4K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.10% | $7M | 150.6K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 0.09% | $241,513 | 5.6K | Q3 2025OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.09% | $584,532 | 12.6K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.09% | $325,368 | 7.4K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.09% | $1M | 26.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.09% | $6M | 126.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.09% | $18M | 397.7K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 0.09% | $296,565 | 6.4K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.09% | $291,575 | 6.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.08% | $6M | 125.7K | Q3 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.08% | $2M | 32.6K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.08% | $127,941 | 2.8K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.08% | $294,485 | 6.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $4M | 93.0K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.08% | $250,613 | 5.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.08% | $46M | 994.4K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $359,206 | 7.2K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $57M | 1.23M | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.08% | $239,565 | 5.2K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.08% | $258,334 | 5.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.08% | $4M | 82.8K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.08% | $397,190 | 8.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.08% | $242,846 | 5.3K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.08% | $2M | 39.7K | Q2 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.08% | $2M | 40.6K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.08% | $14M | 305.1K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.08% | $392,955 | 8.5K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.08% | $836,156 | 16.9K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.07% | $1M | 22.7K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.07% | $272,400 | 5.9K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.07% | $502,150 | 10.9K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.07% | $341,123 | 7.4K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.07% | $104,665 | 2.3K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.07% | $943,555 | 20.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.07% | $6M | 120.7K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.07% | $604,688 | 13.1K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.07% | $161,055 | 3.5K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.07% | $9M | 202.8K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.07% | $635,755 | 13.8K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.06% | $263,895 | 5.7K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.06% | $267,071 | 5.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $7M | 142.0K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.06% | $283,680 | 6.1K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.06% | $704,016 | 15.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.06% | $3M | 65.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.06% | $51M | 1.11M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.06% | $1M | 22.1K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.06% | $4M | 85.0K | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.06% | $11M | 228.2K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.06% | $302,392 | 6.5K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.06% | $779,626 | 16.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.06% | $504,356 | 10.3K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.06% | $754,279 | 16.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.06% | $1M | 29.1K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.05% | $640,714 | 13.9K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.05% | $1M | 21.8K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.05% | $280,977 | 6.1K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.05% | $328,048 | 7.1K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.05% | $257,917 | 5.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 26.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.05% | $2M | 45.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 48.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.05% | $4M | 78.1K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.05% | $229,994 | 5.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.05% | $1M | 28.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $195M | 4.22M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $35M | 761.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $14M | 304.1K | Q2 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.05% | $786,222 | 17.5K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.05% | $99,349 | 2.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.05% | $5M | 107.1K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.05% | $4M | 83.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.05% | $267,071 | 5.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 23.2K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.05% | $266,146 | 5.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.05% | $220,518 | 4.8K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.05% | $369,760 | 8.0K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.05% | $226,295 | 4.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 30.9K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.04% | $391,650 | 8.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $4M | 78.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.04% | $406,362 | 8.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $3M | 56.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $394,610 | 8.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.04% | $3M | 60.8K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.04% | $495,769 | 10.9K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $887,635 | 19.2K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.04% | $205,113 | 4.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 48.1K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.04% | $233,500 | 5.3K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.04% | $174M | 3.77M | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.04% | $1M | 29.8K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.04% | $1M | 21.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $843,258 | 18.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $998,292 | 21.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $309,556 | 6.7K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.04% | $414,918 | 11.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.04% | $512,598 | 10.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $437,820 | 9.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.03% | $347,557 | 7.5K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.03% | $305,891 | 6.6K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.03% | $80,706 | 1.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.03% | $193,476 | 4.2K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.03% | $206,128 | 4.2K | Q2 2026 |
| Certified Advisory Corp$1.2B AUM | 0.03% | $385,562 | 7.8K | Q2 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $435,071 | 9.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 141.9K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.03% | $52,841 | 1.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $383,756 | 7.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $32M | 698.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $194M | 4.19M | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $6M | 118.5K | Q2 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $3M | 55.8K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.03% | $7M | 160.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $359M | 7.77M | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $23M | 486.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.03% | $308,052 | 6.2K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $1M | 31.6K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $651,684 | 14.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $273,985 | 5.5K | Q2 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.02% | $249,734 | 5.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $272,030 | 5.5K | Q2 2026 |
| Keebeck Wealth Management$889M AUM | 0.02% | $206,161 | 4.5K | Q4 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $331,238 | 7.2K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $335,963 | 7.3K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $242,653 | 5.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $814,435 | 17.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $71M | 1.53M | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.02% | $1M | 23.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $607,370 | 13.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 93.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 21.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $883,178 | 19.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 37.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $2M | 32.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $133,495 | 2.9K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $62,087 | 1.3K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $20M | 441.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $923,959 | 18.6K | Q2 2026 |
| Glassman Wealth Services$736M AUM | 0.02% | $134,413 | 2.9K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.02% | $31,714 | 686 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.02% | $993,668 | 21.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $730,064 | 15.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 36.8K | Q4 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $512,644 | 11.1K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $341,784 | 7.5K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 60.7K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $412,558 | 9.3K | Q3 2025OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $289,907 | 6.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $716,401 | 15.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 45.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 92.2K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $240,431 | 5.3K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $262M | 5.76M | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $226,343 | 4.9K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $223,615 | 4.8K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $236,406 | 4.8K | Q2 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $478,405 | 9.7K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $228,053 | 4.9K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.01% | $22,143 | 479 | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $545,514 | 11.8K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $245,851 | 5.3K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $383,200 | 8.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $239,194 | 5.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $2M | 36.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $214,344 | 4.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 32.9K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $618,604 | 13.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 48.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 60.8K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $58M | 1.25M | Q2 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $460,618 | 10.0K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $65,185 | 1.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $60M | 1.30M | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.01% | $198,743 | 4.3K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $22,298 | 450 | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $884,801 | 19.1K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.01% | $26,779 | 606 | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $310,712 | 6.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 45.8K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $146,595 | 3.2K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $322,513 | 7.1K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $410,139 | 8.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $72M | 1.55M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 65.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $238,870 | 5.2K | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $559,291 | 12.1K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.01% | $10,910 | 236 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.01% | $244,372 | 5.3K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $424,321 | 9.3K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $282,286 | 5.7K | Q2 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $54,228 | 1.2K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.01% | $92,229 | 2.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $594,980 | 12.9K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $62,690 | 1.3K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.01% | $1M | 29.1K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $344,830 | 7.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $305,317 | 6.2K | Q2 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $33M | 706.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 26.2K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $229,208 | 5.0K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $405,159 | 8.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 78.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $117,158 | 2.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 90.3K | Q1 2026OLDER |
| Donor Advised Charitable Giving, Inc.$3.9B AUM | 0.01% | $322,241 | 7.1K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 102.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.