ISHARES TR
CUSIP 46435G334
Ishares Tr has 279 institutional holders in Filings Flow’s 13F database, together reporting 51.60M shares worth $2.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Royal Bank Of Canada, and Bank Of America Corp /De/.
Institutional Holders
279
Q1 2026
Reported Value
$2.3B
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 |
|---|---|---|---|---|
| New Vernon Capital Holdings II LLC$136M AUM | 3.14% | $4M | 93.3K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 2.34% | $7M | 150.6K | Q1 2026OLDER |
| Valence8 US LP$286M AUM | 1.91% | $5M | 120.0K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 1.85% | $7M | 144.7K | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 1.78% | $4M | 97.5K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 1.42% | $3M | 55.9K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.41% | $66M | 1.44M | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 1.32% | $2M | 46.5K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 1.23% | $4M | 83.3K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 1.22% | $66M | 1.44M | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 1.22% | $5M | 112.2K | Q4 2025OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 1.05% | $1M | 30.5K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.92% | $4M | 79.1K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.88% | $2M | 46.1K | Q4 2025OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.86% | $41M | 900.0K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.75% | $3M | 75.0K | Q4 2025OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.73% | $1M | 28.6K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.62% | $6M | 137.9K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.56% | $1M | 26.1K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.53% | $1M | 26.7K | Q1 2026OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 0.51% | $815,023 | 17.9K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.50% | $870,606 | 19.1K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.46% | $1M | 28.7K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.45% | $1M | 25.9K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.44% | $1M | 23.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.40% | $8M | 187.8K | Q4 2025OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.40% | $4M | 78.1K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 0.39% | $892,794 | 20.3K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.38% | $7M | 164.5K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.37% | $731,284 | 16.1K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.36% | $915,073 | 20.1K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.35% | $653,939 | 14.4K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.34% | $599,114 | 13.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.34% | $23M | 502.1K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.33% | $514,455 | 12.3K | Q3 2025OLDER |
| MATAURO, LLC$692M AUM | 0.33% | $2M | 49.4K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.32% | $878,488 | 19.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.32% | $3M | 65.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.31% | $8M | 165.3K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.30% | $1M | 31.0K | Q2 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.29% | $21M | 476.2K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.29% | $1M | 26.6K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.25% | $2M | 50.0K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.25% | $504,121 | 11.1K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.25% | $852,621 | 18.5K | Q2 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.24% | $10M | 227.4K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.23% | $327,349 | 7.2K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.23% | $15M | 328.3K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.23% | $1M | 27.2K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.23% | $934,150 | 20.2K | Q2 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.22% | $1M | 26.8K | Q2 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 0.21% | $339,579 | 8.1K | Q4 2025OLDER |
| Climber Capital SA$153M AUM | 0.20% | $304,181 | 6.8K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.19% | $244,885 | 5.4K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.18% | $801,683 | 17.4K | Q2 2026 |
| WJ Financial Advisors LLC$124M AUM | 0.18% | $227,117 | 5.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.17% | $1M | 23.2K | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.17% | $4M | 79.1K | Q1 2026OLDER |
| Rothschild & Co Wealth Management UK Ltd$6.5B AUM | 0.16% | $11M | 233.6K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.15% | $724,204 | 15.9K | Q1 2026OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.14% | $4M | 1.0K | Q4 2025OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.14% | $207,313 | 6.1K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.14% | $138,685 | 3.0K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.13% | $34M | 748.1K | Q2 2026 |
| Curat Global, LLC$102M AUM | 0.12% | $121,235 | 2.7K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.12% | $247,482 | 5.4K | Q1 2026OLDER |
| Pentwater Capital Management LP$19.3B AUM | 0.12% | $23M | 500.0K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.12% | $1M | 25.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.11% | $3M | 71.7K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.11% | $262,426 | 5.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $714,917 | 17.0K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.10% | $1M | 30.7K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 0.10% | $230,175 | 3.3K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.10% | $2M | 47.0K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.09% | $232,546 | 5.0K | Q2 2026 |
| Lunt Capital Management, Inc.$260M AUM | 0.09% | $242,880 | 5.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.09% | $30M | 661.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 136.3K | Q3 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.09% | $655,302 | 14.9K | Q4 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.08% | $338,575 | 7.3K | Q2 2026 |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.08% | $528,496 | 11.6K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.08% | $272,541 | 6.0K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.07% | $235,013 | 5.2K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 0.07% | $226,570 | 5.0K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.07% | $1M | 26.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.07% | $4M | 96.7K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.07% | $4M | 93.0K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.07% | $182,240 | 4.0K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.07% | $500,294 | 11.0K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.06% | $209,420 | 4.6K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.06% | $74,886 | 1.6K | Q2 2026 |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.06% | $1M | 23.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.06% | $2M | 46.1K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $229,759 | 5.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 37.1K | Q4 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $401,019 | 8.8K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.05% | $375,733 | 8.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.05% | $2M | 49.0K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.05% | $6M | 129.4K | Q1 2026OLDER |
| Sarasin & Partners LLP$8.5B AUM | 0.05% | $4M | 87.0K | Q2 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.05% | $56M | 1.23M | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.05% | $13M | 289.2K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.05% | $7M | 149.4K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.04% | $935,757 | 20.5K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.04% | $311,767 | 6.8K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.04% | $82,301 | 1.9K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.04% | $214M | 4.71M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $926,736 | 20.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $839,258 | 18.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $68,066 | 1.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 41.7K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.03% | $894,623 | 19.6K | Q1 2026OLDER |
| Twin Lakes Capital Management, LLC$220M AUM | 0.03% | $68,796 | 1.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $146M | 3.22M | Q2 2026 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.03% | $52,394 | 1.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 80.6K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $298,157 | 6.5K | Q2 2026 |
| Mawer Investment Management Ltd.$15.4B AUM | 0.03% | $5M | 107.9K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $747,749 | 17.0K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $5M | 118.4K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $221,224 | 5.3K | Q3 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.02% | $699,802 | 15.4K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $366,428 | 8.0K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $790,922 | 17.4K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $419,700 | 10.0K | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $54M | 1.19M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $156M | 3.42M | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.02% | $409,208 | 9.8K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $317,098 | 7.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $72M | 1.35M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $498,557 | 11.3K | Q4 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $317,234 | 7.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $355,166 | 7.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $45,560 | 1.0K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.01% | $71,985 | 1.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $14M | 314.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $91M | 2.00M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 55.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $418,332 | 9.2K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.01% | $52,713 | 1.2K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $414,094 | 9.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 247.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $164M | 3.59M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 32.6K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $35,052 | 797 | Q4 2025OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.01% | $58,317 | 1.3K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.01% | $17,449 | 383 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $60,367 | 1.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 66.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 85.7K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.01% | $41,596 | 913 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $78M | 1.72M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $382,802 | 8.7K | Q4 2025OLDER |
| FSA Advisors, Inc.$152M AUM | 0.01% | $14,293 | 14.0K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $373,170 | 8.5K | Q4 2025OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.01% | $1M | 31.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $556M | 12.21M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 137.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $381,702 | 8.4K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 30.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $461,614 | 10.1K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $21,185 | 465 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 44.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $537,922 | 11.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $503,800 | 11.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $395,825 | 8.7K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.01% | $15,769 | 346 | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $295,502 | 6.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 94.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 31.4K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.01% | $2M | 52.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $11M | 230.7K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $12,666 | 278 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $33,836 | 730 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 23.1K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $25M | 548.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $111M | 2.52M | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $61,485 | 1.5K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $24M | 528.5K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $4M | 84.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $203,089 | 4.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $701,761 | 15.4K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.01% | $470,134 | 10.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $354,911 | 7.8K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $12,138 | 273 | Q4 2025OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.01% | $10,479 | 230 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $435,964 | 9.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 98.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $376,938 | 8.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $388,171 | 8.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $967,502 | 21.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $159,324 | 3.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $116,100 | 2.5K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $260,056 | 5.7K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 48.3K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $61,279 | 1.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $4M | 92.1K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $274,832 | 6.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $201,604 | 4.6K | Q4 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $45,196 | 992 | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $5,456 | 130 | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $8M | 183.3K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $263,018 | 5.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $829,192 | 18.2K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $279,269 | 6.1K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $35,297 | 765 | Q2 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $109,029 | 2.4K | Q2 2026 |
| FIL Ltd$128.7B AUM | 0.00% | $4M | 78.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $254,738 | 5.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $545,989 | 12.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 59.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $197,675 | 4.3K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $3,964 | 87 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $206,205 | 4.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $163,697 | 3.6K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.00% | $4,556 | 100 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $12M | 254.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 30.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $247,277 | 5.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 33.3K | Q4 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $296,596 | 6.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $525,102 | 11.9K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $261,555 | 5.7K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $6,925 | 165 | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $580,890 | 12.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $494,599 | 10.9K | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $5M | 119.0K | Q4 2025OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.00% | $2,278 | 50 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $609,143 | 13.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $12,591 | 300 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26M | 583.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 30.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $417,303 | 9.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $3M | 64.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $307,712 | 6.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $75,174 | 1.6K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $4,692 | 103 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $709,357 | 15.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 26.8K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $3,417 | 75 | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $4,055 | 89 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $669,641 | 14.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $52,394 | 1.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $463,527 | 10.2K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $43,282 | 950 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $11,130 | 265 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 151.6K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $26,380 | 579 | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $713,154 | 17.0K | Q3 2025OLDER |
| Founders Capital Management$205M AUM | 0.00% | $2,187 | 48 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $569,695 | 12.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $264,837 | 5.8K | Q2 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $217,822 | 4.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $665,820 | 14.6K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $7,381 | 162 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $278,235 | 6.1K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $1,595 | 38 | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $37,728 | 828 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $22,176 | 499 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $11,217 | 242 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $21,990 | 500 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $367,821 | 8.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $13,668 | 300 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 48.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $5,740 | 126 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,556 | 100 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $706,863 | 15.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $940,231 | 20.6K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $2,643 | 58 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $745,177 | 17.9K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $46,420 | 1.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 62.4K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $21,322 | 468 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $5,558 | 122 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $339,787 | 7.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $285,530 | 6.5K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $164,025 | 3.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $319,009 | 7.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $68,340 | 1.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $413,276 | 9.1K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,686 | 37 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 69.6K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $627,462 | 14.3K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $4,693 | 103 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,832 | 128 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $455,626 | 10.9K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $8,793 | 193 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 30.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $493,142 | 10.8K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $17,753 | 423 | Q3 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $610,504 | 13.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $2,768 | 60 | Q2 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $22,233 | 488 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $3,826 | 87 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $33,168 | 728 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $44,336 | 958 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $23,898 | 525 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $28,465 | 625 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,599 | 79 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $14,601 | 332 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $6,267 | 135 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $63,784 | 1.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $179,871 | 3.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $54,672 | 1.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $4,510 | 99 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $2,551 | 56 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $1,260 | 30 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $927 | 20 | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $442 | 10 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $88,432 | 1.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $77,153 | 1.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $62,736 | 1.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $39,479 | 898 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $603,866 | 13.3K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $12,878 | 303 | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $5,624 | 134 | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $32 | 0 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,583 | 36 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $228 | 5 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1,822 | 40 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $179 | 4 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.