ISHARES TR
CUSIP 46434V803
Ishares Tr has 431 institutional holders in Filings Flow’s 13F database, together reporting 137.50M shares worth $5.7B as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Coldstream Capital Management Inc, and Envestnet Asset Management Inc.
Institutional Holders
431
Q1 2026
Reported Value
$5.7B
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 |
|---|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 11.44% | $17M | 396.7K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 9.95% | $15M | 344.6K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 7.56% | $35M | 831.5K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 7.41% | $34M | 789.1K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 7.22% | $11M | 261.8K | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 7.16% | $24M | 519.1K | Q2 2026 |
| Cyr Financial Inc.$170M AUM | 6.21% | $11M | 248.4K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 5.73% | $152M | 3.58M | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 5.70% | $29M | 693.1K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 5.56% | $29M | 619.0K | Q2 2026 |
| Delta Wealth Advisors LLC$131M AUM | 5.24% | $7M | 162.0K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 5.11% | $15M | 332.9K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 5.11% | $19M | 441.4K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 4.27% | $9M | 223.2K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 4.20% | $13M | 295.9K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 4.10% | $5M | 119.7K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 4.02% | $18M | 442.6K | Q3 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 3.77% | $143M | 3.37M | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 3.63% | $4M | 96.3K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 3.18% | $18M | 427.1K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 3.10% | $252M | 5.93M | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 3.02% | $5M | 109.9K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 2.93% | $15M | 350.3K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 2.86% | $3M | 101.5K | Q2 2026 |
| Friedenthal Financial$199M AUM | 2.48% | $5M | 116.4K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 2.44% | $2M | 58.2K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 2.38% | $6M | 140.1K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 2.38% | $7M | 153.0K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 2.38% | $5M | 129.0K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 2.25% | $42M | 995.4K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 2.24% | $3M | 67.2K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 2.12% | $11M | 257.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 2.11% | $131M | 3.07M | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 2.11% | $2M | 55.0K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 1.96% | $9M | 212.6K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 1.80% | $3M | 62.6K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 1.63% | $5M | 116.0K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 1.63% | $6M | 145.5K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 1.57% | $2M | 57.3K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 1.46% | $4M | 90.2K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 1.34% | $4M | 85.7K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.29% | $148M | 3.47M | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 1.21% | $6M | 136.5K | Q2 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 1.17% | $1M | 33.3K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.15% | $6M | 149.9K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 1.14% | $4M | 94.2K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 1.14% | $2M | 40.0K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 1.12% | $5M | 115.0K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 1.02% | $2M | 40.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.95% | $1M | 34.5K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.89% | $9M | 218.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.88% | $142M | 3.34M | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.85% | $3M | 79.6K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.82% | $2M | 35.8K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.80% | $6M | 135.9K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.78% | $2M | 40.2K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.74% | $2M | 52.4K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.69% | $15M | 353.6K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.67% | $2M | 44.4K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.65% | $5M | 110.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.61% | $82M | 1.93M | Q1 2026OLDER |
| D. SCOTT NEAL, INC.$216M AUM | 0.57% | $1M | 31.4K | Q3 2025OLDER |
| M Wealth Management, LLC$119M AUM | 0.57% | $671,594 | 15.8K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.56% | $2M | 36.4K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.53% | $4M | 100.6K | Q1 2026OLDER |
| Financial Advisors, LLC$564M AUM | 0.52% | $3M | 74.2K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.52% | $22M | 524.0K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.47% | $1M | 31.7K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.44% | $6M | 149.7K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.39% | $1M | 26.9K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.39% | $4M | 101.3K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.38% | $1M | 25.8K | Q2 2026 |
| Osprey Private Wealth LLC$345M AUM | 0.38% | $1M | 30.7K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 0.35% | $744,036 | 17.5K | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.34% | $516,419 | 12.2K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.34% | $515,818 | 12.1K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.33% | $6M | 137.5K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.32% | $851,367 | 20.0K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.31% | $20M | 481.2K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.31% | $368,104 | 8.9K | Q4 2025OLDER |
| Firestone Capital Management$480M AUM | 0.31% | $1M | 35.0K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.31% | $1M | 24.8K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.31% | $618,122 | 14.5K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.30% | $1M | 24.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.30% | $4M | 97.3K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.30% | $9M | 221.5K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.29% | $306,389 | 7.2K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.29% | $486,252 | 12.3K | Q3 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.29% | $592,337 | 13.9K | Q2 2026 |
| Daviman Financial, LLC$169M AUM | 0.29% | $489,755 | 11.5K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.28% | $292,639 | 8.2K | Q2 2026 |
| Cannon Wealth Management Services, LLC$148M AUM | 0.27% | $406,125 | 9.6K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.27% | $582,783 | 14.1K | Q4 2025OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.27% | $588,981 | 13.9K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.27% | $405,606 | 10.2K | Q3 2025OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.26% | $774,599 | 18.2K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 0.25% | $757,390 | 17.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.24% | $22M | 518.8K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.24% | $2M | 58.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.24% | $14M | 320.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.23% | $2.0B | 48.09M | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.23% | $389,559 | 9.2K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.23% | $355,592 | 10.8K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.22% | $568,558 | 13.4K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.22% | $2M | 47.5K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.22% | $3M | 87.6K | Q3 2025OLDER |
| Wellington Grp LLC$300M AUM | 0.21% | $625,032 | 15.1K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 0.20% | $10M | 241.2K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.20% | $298,740 | 7.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.18% | $311,436 | 7.9K | Q3 2025OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.18% | $217,001 | 5.2K | Q4 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.18% | $509,092 | 12.0K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.18% | $5M | 103.4K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.17% | $508,665 | 12.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.17% | $9M | 220.5K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.17% | $156,939 | 4.0K | Q3 2025OLDER |
| ARWA LLC$202M AUM | 0.17% | $339,748 | 7.7K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.17% | $1M | 31.5K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.17% | $220,167 | 5.2K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.17% | $1M | 28.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.17% | $9M | 225.0K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.16% | $2M | 49.4K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.16% | $681,615 | 16.0K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.15% | $409,009 | 9.9K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.15% | $13M | 311.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.15% | $5M | 118.1K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.15% | $899,237 | 21.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.15% | $3M | 68.5K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.15% | $305,015 | 7.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.15% | $8M | 188.5K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.15% | $245,145 | 5.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.15% | $462,298 | 12.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.15% | $3M | 59.3K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.15% | $1M | 25.0K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.14% | $207,333 | 4.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.14% | $2M | 48.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.14% | $6M | 140.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.13% | $48M | 1.14M | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.13% | $346,223 | 8.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.13% | $380,426 | 9.0K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.13% | $619,577 | 14.6K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.13% | $453,974 | 10.7K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.12% | $638,487 | 15.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.12% | $940,855 | 22.1K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.11% | $367,964 | 8.7K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.11% | $2M | 44.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.11% | $684,214 | 14.6K | Q2 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.11% | $197,930 | 4.2K | Q2 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.11% | $534,248 | 12.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $10M | 237.8K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.10% | $2M | 43.5K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.10% | $224,586 | 5.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 87.8K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.10% | $228,074 | 5.8K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.10% | $613,210 | 14.3K | Q4 2025OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.10% | $416,976 | 8.9K | Q2 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.10% | $266,911 | 6.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 46.5K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.10% | $731,806 | 17.2K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.09% | $323,525 | 7.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.09% | $2M | 38.0K | Q3 2025OLDER |
| Capital Square, LLC$217M AUM | 0.09% | $202,069 | 4.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.09% | $147M | 3.45M | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.09% | $878,159 | 20.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $9M | 207.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 92.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.08% | $357,766 | 8.4K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.08% | $243,666 | 5.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.08% | $3M | 78.6K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.08% | $232,035 | 5.9K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 79.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $53M | 1.25M | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.08% | $267,425 | 6.8K | Q3 2025OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.08% | $76,788 | 1.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.08% | $3M | 66.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.07% | $4M | 104.8K | Q4 2025OLDER |
| City State Bank$385M AUM | 0.07% | $278,342 | 6.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.07% | $2M | 38.6K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.07% | $230,790 | 5.4K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.07% | $397,328 | 9.3K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.07% | $1M | 27.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $60M | 1.41M | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.06% | $202,197 | 4.9K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.06% | $473,564 | 11.1K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.06% | $231,488 | 5.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $207,627 | 5.0K | Q4 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.06% | $5M | 112.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 62.5K | Q2 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.06% | $348,860 | 8.8K | Q3 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.05% | $239,888 | 5.8K | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.05% | $63,634 | 1.5K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.05% | $245,324 | 5.8K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.05% | $253,671 | 6.1K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $195M | 4.59M | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.05% | $737,756 | 17.4K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.05% | $419,668 | 10.6K | Q3 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.05% | $13M | 305.2K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.05% | $689,822 | 16.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 37.2K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 31.0K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $746,255 | 17.6K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.05% | $360,941 | 8.5K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.05% | $444,158 | 10.5K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.05% | $266,444 | 6.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $12M | 270.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.05% | $1M | 28.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 68.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 76.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.04% | $37M | 881.4K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.04% | $2M | 37.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.04% | $182M | 4.27M | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 0.04% | $271,337 | 6.8K | Q3 2025OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.04% | $207,801 | 4.9K | Q2 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.04% | $621,965 | 14.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.04% | $33M | 780.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $151M | 3.54M | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.04% | $351,179 | 8.3K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $492,177 | 11.6K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.04% | $230,110 | 5.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $640,455 | 15.1K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.04% | $2M | 37.4K | Q2 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.04% | $298,143 | 6.4K | Q2 2026 |
| Apella Capital, LLC$7.1B AUM | 0.04% | $3M | 56.1K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $3M | 79.3K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.04% | $542,278 | 12.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 36.7K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.04% | $1M | 24.2K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $447,302 | 10.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $249,359 | 6.0K | Q4 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.03% | $374,473 | 9.1K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.03% | $972,172 | 26.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $855,372 | 20.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $11M | 254.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 40.6K | Q3 2025OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.03% | $332,124 | 8.4K | Q3 2025OLDER |
| 71 West Capital Partners$2.3B AUM | 0.03% | $723,350 | 17.0K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.03% | $209,481 | 5.1K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 54.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 50.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $803,564 | 18.9K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.03% | $342,893 | 8.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.03% | $226,695 | 4.8K | Q2 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.03% | $228,623 | 5.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $272,886 | 5.8K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 122.2K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $710,971 | 16.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 47.9K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $236,447 | 5.6K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.03% | $9M | 211.7K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.03% | $2M | 43.4K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $268,611 | 6.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $403,340 | 9.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $351,476 | 8.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.03% | $44M | 1.03M | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $519,638 | 12.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $2M | 49.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $5M | 108.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 146.3K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $501,726 | 12.1K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 32.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $286,161 | 6.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $118,731 | 2.8K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.02% | $370,854 | 8.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $15M | 359.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 30.1K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $388,022 | 9.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $714,252 | 16.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $342,977 | 8.1K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.02% | $399,918 | 8.5K | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $362,163 | 8.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $3M | 79.2K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.02% | $27,580 | 649 | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.02% | $937,270 | 22.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $879,434 | 20.7K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 35.9K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $30,044 | 707 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 79.6K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $245,596 | 5.9K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $959,653 | 22.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $827,199 | 19.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $202,574 | 4.8K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $780,038 | 18.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $87M | 2.04M | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $426,148 | 10.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 25.7K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.02% | $203,976 | 4.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.02% | $35,194 | 750 | Q2 2026 |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.02% | $378,121 | 8.9K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.02% | $28,538 | 690 | Q4 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $202,499 | 4.9K | Q4 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $870,839 | 20.5K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.02% | $385,442 | 8.2K | Q2 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $229,048 | 5.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $892,626 | 21.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $96,847 | 2.3K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $344,337 | 8.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 25.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $424,652 | 10.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $377,575 | 9.1K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 168.1K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $310,050 | 7.8K | Q3 2025OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.01% | $225,223 | 5.3K | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 0.01% | $16,319 | 412 | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $231,213 | 5.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $40M | 937.6K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $67,128 | 1.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $723,678 | 17.0K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.01% | $43,304 | 1.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $334,627 | 7.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 192.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $990,920 | 23.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 56.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $175M | 4.22M | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 29.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 35.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $84M | 1.98M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $456,822 | 11.5K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $52,821 | 1.2K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.01% | $24,647 | 580 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 59.0K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $130,799 | 3.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $307,606 | 7.1K | Q4 2025OLDER |
| Collier Financial$131M AUM | 0.01% | $12,653 | 298 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 167.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $531,400 | 12.5K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 28.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $10,751 | 253 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $150M | 3.63M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $901,832 | 21.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 100.4K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.01% | $27,409 | 645 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $26,604 | 626 | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.01% | $115,353 | 2.8K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $249,026 | 5.9K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $411,820 | 9.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $815,447 | 19.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $250,593 | 5.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $245,295 | 5.8K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $10,411 | 245 | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $234,008 | 5.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $324,640 | 7.3K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $85,216 | 1.8K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $356,915 | 8.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 26.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $255,402 | 6.4K | Q3 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $229,176 | 5.5K | Q4 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.01% | $19,463 | 458 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $340,702 | 8.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $14M | 333.7K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.01% | $429,242 | 10.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 96.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $160,395 | 3.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $324,621 | 7.5K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $500,670 | 12.6K | Q3 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $26,007 | 612 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $214,260 | 5.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 34.2K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $72M | 1.69M | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $38,033 | 895 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $1M | 34.5K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.01% | $79,041 | 1.9K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $278,624 | 6.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $66,250 | 1.6K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $12,325 | 298 | Q4 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $12,749 | 300 | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $12,579 | 296 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $44,641 | 1.1K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 120.2K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $404,418 | 9.8K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $8,160 | 192 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $151,417 | 3.2K | Q2 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $301,035 | 7.1K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $9,460 | 223 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $70,456 | 1.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 25.2K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $187,785 | 4.4K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $624,549 | 14.7K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.00% | $245,196 | 5.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $675,926 | 15.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $671,803 | 15.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $481,042 | 11.6K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $668,710 | 15.7K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $728,873 | 17.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $11M | 250.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $694,535 | 16.3K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.00% | $4,844 | 114 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 30.2K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $13,071 | 330 | Q3 2025OLDER |
| NorthAvenue LLC$126M AUM | 0.00% | $4,137 | 97 | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $273,668 | 6.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $426,607 | 10.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22M | 510.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $51,269 | 1.2K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $644,335 | 16.3K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 64.6K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.00% | $3,017 | 71 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $43,940 | 1.0K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $241,797 | 5.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $216,979 | 5.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 142.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $28,452 | 670 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $22,858 | 538 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 333.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $380,470 | 9.0K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $39,277 | 837 | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $21,672 | 510 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $237,456 | 5.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $480,036 | 11.3K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $335,711 | 7.9K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $6,700 | 162 | Q4 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $19,251 | 453 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $6,742 | 163 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $11M | 255.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 25.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 24.9K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $169,215 | 4.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 27.5K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $26,500 | 669 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $317,310 | 7.5K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $134,063 | 3.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $251,848 | 5.9K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 100.1K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $5,914 | 143 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 34.7K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $577,082 | 13.6K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $7,649 | 180 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $18,364 | 444 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $16,531 | 389 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $148,435 | 3.5K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $238,227 | 5.6K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $331,763 | 8.0K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $52,694 | 1.2K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $1,268 | 32 | Q3 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $3,646 | 86 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $210,725 | 5.3K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $448,960 | 10.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $17,653 | 409 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $205,978 | 5.2K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $5,610 | 132 | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.00% | $8,516 | 15.6K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $7,182 | 169 | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $807 | 19 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $16,361 | 385 | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $228,721 | 5.5K | Q4 2025OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.00% | $1,228 | 31 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $837,672 | 19.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $335,286 | 7.9K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $1,452 | 34 | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.00% | $10,054 | 237 | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $4,632 | 112 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 65.9K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $2,422 | 57 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $37,438 | 881 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $366,894 | 8.9K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $224,921 | 5.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,897 | 44 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $77,789 | 1.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $685,912 | 16.1K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $871 | 22 | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $4,137 | 97 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,734 | 182 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $977 | 23 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $7,156 | 173 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 45.7K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $8,607 | 203 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $2,127 | 45 | Q2 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,528 | 83 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $36,546 | 860 | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $722 | 17 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $2,253 | 53 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $2,021 | 48 | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $436 | 11 | Q3 2025OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.00% | $510 | 12 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 64.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $19,726 | 498 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $59,765 | 1.4K | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $25,378 | 597 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,207 | 28 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $382,540 | 9.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $2,592 | 61 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,317 | 31 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $52,354 | 1.2K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $497 | 12 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,307 | 33 | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $136,736 | 3.3K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $80,745 | 1.9K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $1,360 | 32 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $7,763 | 196 | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $1,117 | 27 | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $247,175 | 6.0K | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $15 | 0 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $15 | 0 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $911 | 23 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.