ISHARES TR
CUSIP 46435G243
Ishares Tr has 307 institutional holders in Filings Flow’s 13F database, together reporting 29.60M shares worth $690M as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
307
Q1 2026
Reported Value
$690M
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 |
|---|---|---|---|---|
| LFA - Lugano Financial Advisors SA$197M AUM | 5.78% | $11M | 457.1K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 4.22% | $6M | 242.4K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 2.66% | $3M | 129.8K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 2.56% | $11M | 422.4K | Q1 2026OLDER |
| IMPACTfolio, LLC$235M AUM | 1.88% | $4M | 176.7K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 1.88% | $10M | 404.4K | Q1 2026OLDER |
| Northland Capital Management LLC$183M AUM | 1.71% | $3M | 124.4K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 1.64% | $7M | 284.6K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 1.44% | $2M | 92.8K | Q3 2025OLDER |
| J. Mark Nickell & Co.$207M AUM | 1.28% | $1M | 56.7K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 1.16% | $4M | 153.8K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 1.03% | $1M | 46.3K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.77% | $2M | 81.4K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.75% | $2M | 68.4K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.71% | $1M | 42.4K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 0.64% | $2M | 74.8K | Q2 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.64% | $4M | 178.5K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.63% | $2M | 72.5K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.62% | $2M | 75.9K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.59% | $4M | 174.0K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.56% | $6M | 253.9K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.54% | $2M | 86.2K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.51% | $1M | 43.6K | Q2 2026 |
| Wealth Advisory Team LLC$113M AUM | 0.51% | $576,754 | 22.9K | Q4 2025OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.50% | $3M | 136.9K | Q4 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.49% | $1M | 43.5K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 0.49% | $564,013 | 22.5K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.47% | $12M | 471.5K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.45% | $4M | 148.8K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 0.45% | $462,540 | 18.5K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.44% | $659,761 | 26.3K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.40% | $932,402 | 37.2K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.36% | $484,712 | 19.3K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.36% | $570,422 | 22.8K | Q2 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.34% | $2M | 90.8K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.33% | $7M | 272.4K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.32% | $349,521 | 13.9K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 0.31% | $530,701 | 21.2K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.28% | $356,700 | 14.2K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 0.27% | $506,815 | 20.2K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.27% | $3M | 138.1K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 0.27% | $388,803 | 15.5K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 0.26% | $716,684 | 28.6K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 0.25% | $2M | 75.9K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.25% | $3M | 134.3K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.24% | $1M | 42.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.24% | $276,951 | 11.0K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.23% | $9M | 361.0K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.23% | $485,377 | 19.4K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.22% | $873,433 | 34.8K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.22% | $279,249 | 11.1K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.21% | $411,355 | 16.3K | Q3 2025OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.21% | $929,435 | 37.1K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.21% | $4M | 156.9K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.21% | $2M | 68.2K | Q2 2026 |
| Traveka Wealth, LLC$262M AUM | 0.20% | $451,824 | 17.9K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.20% | $11M | 435.2K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.19% | $240,281 | 9.6K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.19% | $1M | 43.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.18% | $2M | 78.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.17% | $2M | 80.4K | Q2 2026 |
| SGL Investment Advisors, Inc.$266M AUM | 0.16% | $428,357 | 17.1K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.16% | $337,576 | 13.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.15% | $12M | 487.7K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.15% | $755,975 | 30.2K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.14% | $9M | 375.6K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.14% | $2M | 90.7K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.14% | $344,669 | 13.8K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.14% | $1M | 45.5K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.13% | $501,150 | 20.0K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 0.13% | $380,838 | 15.2K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.13% | $1M | 47.8K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 0.12% | $332,974 | 13.3K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 0.12% | $463,853 | 18.5K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.12% | $260,074 | 10.4K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.12% | $238,854 | 9.5K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.12% | $662,292 | 26.4K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.11% | $275,525 | 11.0K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.11% | $1M | 41.0K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.11% | $244,634 | 9.8K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.11% | $137,883 | 5.5K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.11% | $627,218 | 25.0K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.11% | $528,019 | 21.1K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.11% | $338,979 | 13.5K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.11% | $604,693 | 24.1K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.10% | $4M | 147.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.10% | $7M | 287.0K | Q2 2026 |
| CWC Advisors, LLC.$210M AUM | 0.10% | $206,750 | 8.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.10% | $12M | 492.5K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.10% | $1M | 46.3K | Q3 2025OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.10% | $1M | 58.9K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.09% | $905,688 | 36.2K | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.09% | $1M | 42.1K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.09% | $113,244 | 4.5K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.09% | $865,870 | 34.5K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.09% | $215,484 | 8.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.09% | $18M | 700.9K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.09% | $214,532 | 8.6K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.09% | $1M | 59.4K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.08% | $3M | 121.9K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.08% | $237,061 | 9.5K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.08% | $1M | 58.4K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.08% | $604,497 | 24.1K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 0.08% | $250,132 | 10.0K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.07% | $2M | 70.0K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.07% | $432,113 | 17.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $3M | 101.0K | Q2 2026 |
| Gould Capital, LLC$165M AUM | 0.07% | $116,953 | 4.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.07% | $14M | 575.7K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.07% | $218,859 | 8.7K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.07% | $225,380 | 9.0K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.06% | $226,086 | 9.0K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.06% | $508,494 | 20.3K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.06% | $153,689 | 6.2K | Q2 2026 |
| American Capital Advisory, LLC$248M AUM | 0.06% | $147,633 | 5.9K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.06% | $252,254 | 10.1K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.06% | $791,378 | 31.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 142.9K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.06% | $162,672 | 6.5K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.05% | $334,706 | 13.4K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.05% | $174,771 | 7.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.05% | $522,711 | 20.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $12M | 478.1K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.05% | $651,966 | 26.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.05% | $5M | 190.1K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.05% | $585,970 | 23.4K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.05% | $289,877 | 11.6K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.05% | $832,157 | 33.2K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.04% | $245,311 | 9.8K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.04% | $4M | 140.9K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.04% | $3M | 103.2K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $77,955 | 3.1K | Q4 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.04% | $154,827 | 6.2K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.04% | $315,105 | 12.6K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.04% | $577,475 | 23.0K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.04% | $182,925 | 7.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.04% | $2M | 87.0K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.04% | $465,507 | 18.6K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.03% | $635,138 | 25.3K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $273,233 | 10.9K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.03% | $308,425 | 12.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.03% | $148,646 | 6.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.03% | $2M | 94.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.03% | $408,319 | 16.3K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.03% | $80,208 | 3.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $244,835 | 9.8K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.03% | $220,916 | 8.9K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $3M | 118.8K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.03% | $210,759 | 8.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 92.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 47.0K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $240,324 | 9.6K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.03% | $93,464 | 3.7K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $752,121 | 29.8K | Q4 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.03% | $42,059 | 1.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.03% | $282,432 | 11.3K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.02% | $48,226 | 1.9K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $427,479 | 17.1K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.02% | $871,849 | 34.9K | Q2 2026 |
| Sachetta, LLC$184M AUM | 0.02% | $41,884 | 1.7K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $545,866 | 21.8K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 66.0K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.02% | $107,073 | 4.2K | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.02% | $122,443 | 4.9K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.02% | $74,969 | 3.0K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $404,449 | 16.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $689,084 | 27.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $2M | 60.1K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.02% | $100,313 | 4.0K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.02% | $355,146 | 14.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $607,364 | 24.0K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $611,365 | 24.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 543.4K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.02% | $306,069 | 12.2K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $279,381 | 11.1K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $12M | 466.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $35,710 | 1.4K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $687,694 | 27.4K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.02% | $821,154 | 32.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $326,295 | 13.0K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.02% | $8M | 327.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $770,749 | 30.8K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.02% | $254,861 | 10.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $181,972 | 7.3K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $237,898 | 9.5K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $276,772 | 11.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $767,918 | 30.7K | Q2 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $27,053 | 1.1K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.01% | $273,829 | 10.8K | Q3 2025OLDER |
| MOTCO$1.1B AUM | 0.01% | $133,321 | 5.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $11M | 419.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $305,338 | 12.2K | Q2 2026 |
| RMG Wealth Management LLC$866M AUM | 0.01% | $94,824 | 3.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $209,644 | 8.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $41M | 1.63M | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $535,790 | 21.4K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $548,571 | 21.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $217,712 | 8.7K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $355,722 | 14.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $85M | 3.38M | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $540,699 | 21.6K | Q2 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $335,133 | 13.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $275,105 | 11.0K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.01% | $174,778 | 7.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $27,284 | 1.1K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $220,637 | 8.8K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $204,678 | 8.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $262,976 | 10.4K | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $258,646 | 10.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 43.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 192.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 138.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $223,100 | 8.9K | Q2 2026 |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $1M | 49.9K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $249,025 | 9.8K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $138,046 | 5.5K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $85,272 | 3.4K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $39,677 | 1.6K | Q4 2025OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.01% | $6,873 | 275 | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 41.4K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.01% | $76,856 | 3.0K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $511,590 | 20.3K | Q4 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.01% | $12,149 | 480 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 147.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.01% | $331,192 | 13.3K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $524,307 | 21.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $793,195 | 31.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $602,011 | 24.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 69.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $556,521 | 22.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $423,824 | 16.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 44.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $20,679 | 825 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 673.2K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $874,092 | 34.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 70.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 527.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $94,922 | 3.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $892,268 | 35.6K | Q2 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 0.00% | $65,737 | 2.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $290,569 | 11.6K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.00% | $10,168 | 406 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $17M | 670.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $12,232 | 488 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 42.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $551,388 | 22.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $261,044 | 10.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 666.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 109.1K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $39,484 | 1.6K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 609.3K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $20,082 | 801 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $74,534 | 3.0K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $261,118 | 10.3K | Q3 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $201,466 | 8.0K | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $161,088 | 6.4K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 94.6K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $7M | 277.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $420,450 | 16.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 96.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $20,577 | 813 | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $281,179 | 11.2K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $44,976 | 1.8K | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $19,576 | 781 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 43.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 477.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 64.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $14,889 | 594 | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $39,854 | 1.6K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $7,971 | 318 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $862,334 | 34.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $25M | 979.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $207,433 | 8.2K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $471,543 | 18.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $225,192 | 9.0K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $14,839 | 592 | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.00% | $3,083 | 123 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $229,274 | 9.1K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $373,551 | 14.8K | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $3,674 | 146 | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $255,903 | 10.1K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $41,357 | 1.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $242,456 | 9.6K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $215,258 | 8.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $36,419 | 1.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $125,886 | 5.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $944,234 | 37.7K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $1,955 | 78 | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $11,437 | 452 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 354.0K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $257,292 | 10.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $339,587 | 13.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 64.9K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $5,702 | 227 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 249.6K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,025 | 80 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $245,662 | 9.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 154.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $259,974 | 10.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 75.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $7,700 | 308 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $4,161 | 166 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $18,774 | 749 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $7,494 | 299 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $46,847 | 1.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $10,028 | 400 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $918,081 | 36.6K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $1,879 | 75 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,222 | 289 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $12,680 | 501 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,309 | 132 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $115,048 | 4.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $259,650 | 10.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $762,402 | 30.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,013 | 159 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $37,103 | 1.5K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $952 | 38 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,605 | 64 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $107,049 | 4.3K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $376 | 15 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $404 | 16 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $23,211 | 926 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,778 | 550 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $20,052 | 800 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $25,065 | 1.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,256 | 90 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4,294 | 171 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8,923 | 356 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $50 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.