ISHARES TR
CUSIP 46435G268
Ishares Tr has 231 institutional holders in Filings Flow’s 13F database, together reporting 27.79M shares worth $2.1B as of Q1 2026. The largest reported holders are Glenmede Trust Co Na, Glenmede Investment Management, LP, and Fifth Third Bancorp.
Institutional Holders
231
Q1 2026
Reported Value
$2.1B
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 |
|---|---|---|---|---|
| SFAM, LLC$108M AUM | 12.44% | $13M | 175.6K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 12.41% | $32M | 351.0K | Q2 2026 |
| Kendall Capital Management$488M AUM | 5.55% | $27M | 354.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 5.16% | $12M | 152.4K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 3.19% | $8M | 90.0K | Q2 2026 |
| ROGCO, LP$300M AUM | 2.83% | $8M | 111.1K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 2.50% | $4M | 54.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 1.99% | $10M | 126.2K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 1.86% | $7M | 88.0K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 1.82% | $15M | 173.0K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.78% | $12M | 127.1K | Q2 2026 |
| Andina Capital Management, LLC$113M AUM | 1.69% | $2M | 25.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 1.65% | $337M | 4.41M | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 1.48% | $13M | 164.2K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 1.43% | $73M | 949.7K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.22% | $38M | 502.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 1.21% | $251M | 3.40M | Q3 2025OLDER |
| WorthPointe, LLC$369M AUM | 1.07% | $4M | 51.8K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 1.03% | $2M | 18.8K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.82% | $4M | 42.6K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.76% | $6M | 73.8K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.74% | $816,698 | 8.9K | Q2 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.73% | $59M | 775.0K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.64% | $115M | 1.50M | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.61% | $11M | 143.5K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.57% | $3M | 32.5K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.54% | $2M | 19.0K | Q2 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.49% | $14M | 187.1K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.47% | $554,179 | 7.3K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.45% | $1M | 12.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.45% | $24M | 257.4K | Q2 2026 |
| Legacy Advisory Services, LLC$131M AUM | 0.44% | $578,959 | 7.6K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.43% | $16M | 176.9K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.43% | $234M | 3.06M | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.36% | $870,085 | 11.4K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.34% | $11M | 152.7K | Q4 2025OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.34% | $698,572 | 3.6K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.32% | $41M | 540.3K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.29% | $947,198 | 12.4K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.28% | $851,114 | 11.1K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.28% | $5M | 67.4K | Q4 2025OLDER |
| AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM | 0.26% | $6M | 78.7K | Q4 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.24% | $352,050 | 4.6K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.22% | $4M | 54.2K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.22% | $50M | 660.0K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.22% | $219,655 | 2.9K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.21% | $12M | 155.6K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.20% | $581,072 | 7.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.20% | $12M | 163.1K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.20% | $456,236 | 6.0K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.19% | $333,573 | 4.4K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.18% | $374,497 | 4.9K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.18% | $14M | 184.2K | Q4 2025OLDER |
| Strong Tower Advisory Services$531M AUM | 0.17% | $930,692 | 12.4K | Q4 2025OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.16% | $496,558 | 6.5K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.16% | $2M | 23.7K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 0.16% | $383,929 | 5.0K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.15% | $211,304 | 2.8K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.15% | $20M | 261.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.14% | $12M | 163.1K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.13% | $614,196 | 6.7K | Q2 2026 |
| Altman Advisors, Inc.$241M AUM | 0.13% | $314,831 | 23.9K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.13% | $886,500 | 11.6K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.13% | $441,685 | 5.8K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.12% | $477,276 | 6.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.11% | $2M | 21.0K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.11% | $3M | 45.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.09% | $3M | 34.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.09% | $32M | 414.4K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.09% | $4M | 51.4K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.08% | $1M | 13.2K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.08% | $12M | 133.7K | Q2 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.07% | $19M | 252.3K | Q3 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.07% | $5M | 64.5K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.07% | $2M | 22.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $8M | 101.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.06% | $58M | 763.7K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.06% | $305,400 | 4.0K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.06% | $260,430 | 3.4K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.06% | $381,240 | 4.7K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.06% | $283,136 | 3.8K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $5M | 71.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 22.8K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.05% | $759,456 | 9.9K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $550,484 | 7.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.05% | $132M | 1.73M | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.05% | $855,578 | 11.2K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.05% | $309,447 | 4.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.04% | $2M | 25.1K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.04% | $288,908 | 3.8K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.04% | $261,150 | 3.1K | Q1 2026OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 0.04% | $886,166 | 11.8K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $760,524 | 10.0K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.04% | $279,823 | 3.7K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $448,706 | 4.9K | Q2 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 0.04% | $505,995 | 6.8K | Q4 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.04% | $1M | 14.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.04% | $359,712 | 4.8K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.04% | $29M | 379.9K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.03% | $3M | 39.0K | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 0.03% | $296,620 | 3.9K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.03% | $329,351 | 4.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $23M | 302.3K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $59,553 | 780 | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.03% | $492,326 | 5.4K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 60.1K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.03% | $377,551 | 4.9K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.02% | $227,141 | 3.0K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.02% | $73,525 | 963 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.02% | $147,127 | 1.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $148,272 | 1.9K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.02% | $239,931 | 3.2K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 21.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $317,381 | 3.5K | Q2 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.02% | $244,320 | 3.2K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.02% | $6M | 74.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $854,860 | 11.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $948,267 | 12.4K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $9M | 123.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $1M | 16.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $246,669 | 3.2K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.01% | $20,158 | 220 | Q2 2026 |
| Independence Bank of Kentucky$789M AUM | 0.01% | $105,592 | 1.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 89.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $200,488 | 2.7K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $162M | 2.12M | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $640,214 | 8.4K | Q1 2026OLDER |
| Twin Lakes Capital Management, LLC$220M AUM | 0.01% | $25,509 | 334 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 54.5K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $685,394 | 9.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $1M | 17.3K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.01% | $4M | 51.9K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $34M | 445.1K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $996,444 | 13.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $56,504 | 754 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 93.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $258,597 | 3.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 13.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $514,182 | 6.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 22.4K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $407,327 | 5.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $335,177 | 4.4K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $440,386 | 5.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 90.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 71.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 96.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $335,640 | 4.4K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $218,675 | 2.9K | Q4 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $60,090 | 815 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 16.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $269,392 | 2.9K | Q2 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $954,375 | 12.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $45M | 583.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 17.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 21.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $208,558 | 2.8K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $213,709 | 2.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $21M | 276.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $174,994 | 1.9K | Q2 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $798,392 | 10.5K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $38,733 | 451 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $399,352 | 5.2K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $237,906 | 3.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $474,674 | 6.4K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $350,981 | 4.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $251,453 | 3.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 214.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $57,567 | 754 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $15,804 | 207 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $50,756 | 665 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $72M | 940.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $269,286 | 3.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $749,681 | 9.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $718,301 | 9.4K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.00% | $17,892 | 17.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 25.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 31.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $6,719 | 88 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $607,936 | 8.0K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $208,651 | 2.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $310,505 | 4.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $271,807 | 3.6K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 24.2K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $571,938 | 7.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $499,940 | 6.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 13.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $509,815 | 6.7K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $22,142 | 290 | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $288,985 | 3.8K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $203,091 | 2.7K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 21.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $89,635 | 1.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $254,627 | 3.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $520,376 | 6.8K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $287,545 | 3.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 15.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $10,765 | 141 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $25M | 344.3K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $27,333 | 358 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 18.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $50,734 | 677 | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $287,847 | 3.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $15,689 | 205 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 17.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 27.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $12,308 | 167 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $71,998 | 943 | Q2 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $702,143 | 9.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $236,858 | 3.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 31.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $30,540 | 400 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $44,663 | 574 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 49.9K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $3,767 | 41 | Q2 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 13.9K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $200,419 | 2.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 77.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 57.9K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $381,750 | 5.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $391,017 | 5.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $904,858 | 11.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $28,590 | 382 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 35.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $118,405 | 1.6K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 47.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 30.6K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $28,001 | 366 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 75.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $581,134 | 7.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 26.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $247,756 | 3.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $93,446 | 1.2K | Q4 2025OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $1,527 | 20 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $136,437 | 1.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $56,194 | 736 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $64,823 | 865 | Q4 2025OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 0.00% | $2,596 | 34 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,817 | 50 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $2,825 | 37 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $331,396 | 4.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $42,341 | 565 | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $4,122 | 55 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,843 | 25 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $221,644 | 2.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $39,175 | 513 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $6,520 | 85 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $3,054 | 40 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $59,171 | 775 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $50 | 1 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1,274 | 17 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $59,171 | 775 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.