ISHARES TR
CUSIP 46435U325
Ishares Tr has 184 institutional holders in Filings Flow’s 13F database, together reporting 20.81M shares worth $516M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Mercer Global Advisors Inc /Adv, and Vishria Bird Financial Group, LLC.
Institutional Holders
184
Q1 2026
Reported Value
$516M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Vishria Bird Financial Group, LLC$510M AUM | 5.76% | $29M | 1.14M | Q3 2025OLDER |
| Paradiem, LLC$454M AUM | 2.22% | $10M | 395.5K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 1.34% | $8M | 302.6K | Q2 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 1.23% | $14M | 550.9K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.97% | $3M | 103.5K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.90% | $10M | 403.3K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.89% | $2M | 73.7K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 0.88% | $1M | 54.3K | Q2 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.87% | $14M | 559.7K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 0.81% | $929,116 | 36.8K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 0.79% | $846,268 | 33.1K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.71% | $2M | 63.6K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.70% | $1M | 47.0K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.69% | $3M | 99.8K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.66% | $3M | 119.5K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.57% | $3M | 134.6K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 0.54% | $667,763 | 26.2K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.53% | $1M | 51.4K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.49% | $10M | 397.9K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.48% | $2M | 79.1K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.48% | $8M | 306.4K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.47% | $853,980 | 33.4K | Q2 2026 |
| Investment Research Partners LLC$246M AUM | 0.47% | $1M | 45.0K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.41% | $1M | 44.8K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.41% | $1M | 42.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.41% | $7M | 260.3K | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.39% | $575,804 | 22.6K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.35% | $752,752 | 29.5K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.35% | $10M | 375.3K | Q2 2026 |
| RIA Advisory Group LLC$421M AUM | 0.34% | $1M | 56.1K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.34% | $537,662 | 21.1K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.32% | $2M | 72.1K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.32% | $2M | 97.7K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.31% | $3M | 123.1K | Q2 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.28% | $4M | 160.9K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.27% | $660,343 | 25.8K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.23% | $1M | 49.3K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.23% | $25M | 985.9K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.23% | $1M | 44.9K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.22% | $4M | 163.0K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.21% | $334,159 | 13.1K | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 0.20% | $439,907 | 17.2K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.20% | $1M | 52.2K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.19% | $443,558 | 17.4K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.19% | $815,009 | 31.9K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.18% | $209,695 | 8.2K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 0.17% | $211,439 | 8.3K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.17% | $353,924 | 13.9K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.16% | $411,122 | 16.1K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.16% | $859,442 | 33.7K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.15% | $508,558 | 19.9K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.13% | $3M | 128.6K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.13% | $609,580 | 23.9K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.13% | $962,345 | 37.6K | Q2 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.11% | $437,524 | 17.1K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.11% | $577,162 | 22.6K | Q2 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.11% | $283,247 | 11.1K | Q2 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.11% | $2M | 68.6K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.11% | $2M | 74.9K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.11% | $352,391 | 13.8K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.10% | $8M | 298.1K | Q2 2026 |
| Financial Advisory Corp$754M AUM | 0.10% | $754,892 | 29.5K | Q2 2026 |
| Rossmore Private Capital$1.1B AUM | 0.10% | $1M | 44.0K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.10% | $550,682 | 21.6K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.09% | $205,006 | 8.0K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.09% | $1M | 49.2K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.09% | $880,403 | 34.5K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.09% | $499,392 | 19.6K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.08% | $359,892 | 14.1K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.08% | $194,973 | 7.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.08% | $4M | 161.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.08% | $52M | 2.06M | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.08% | $799,626 | 31.3K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.08% | $270,822 | 10.6K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.07% | $235,131 | 9.2K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.07% | $1M | 46.5K | Q2 2026 |
| Strid Group, LLC$807M AUM | 0.07% | $548,895 | 21.5K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.06% | $1M | 39.5K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.06% | $376,312 | 14.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $328,524 | 12.8K | Q2 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $691,602 | 27.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $13M | 493.3K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $14M | 559.0K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.04% | $258,159 | 10.1K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.04% | $352,314 | 13.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $538,311 | 21.1K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $3M | 122.8K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $325,865 | 12.8K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.04% | $366,994 | 14.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.04% | $2M | 73.0K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.03% | $960,030 | 37.6K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.03% | $402,098 | 15.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 151.5K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.03% | $300,955 | 11.8K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.03% | $121,778 | 4.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 170.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 102.4K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.03% | $2M | 64.6K | Q2 2026 |
| ARROW FINANCIAL CORP$994M AUM | 0.02% | $241,207 | 9.4K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 78.2K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.02% | $154,329 | 6.0K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.02% | $56,601 | 2.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $18M | 723.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $21M | 805.6K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $279,119 | 10.9K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $791,430 | 31.0K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.02% | $217,260 | 8.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $224,894 | 8.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $1M | 53.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.02% | $120,201 | 4.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 141.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $255,620 | 10.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $692,892 | 27.1K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $45,801 | 1.8K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.02% | $981,091 | 38.4K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.02% | $321,464 | 12.6K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $375,466 | 14.7K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $847,477 | 33.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $467,621 | 18.3K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $242,535 | 9.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $673,558 | 26.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $743,868 | 29.1K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $961,056 | 37.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $992,754 | 38.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $970,921 | 38.0K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.01% | $75,018 | 2.9K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 78.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 42.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $898,856 | 35.2K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $69,569 | 2.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 48.9K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $259,791 | 10.2K | Q4 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $318,078 | 12.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $460,372 | 18.0K | Q2 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $293,985 | 11.5K | Q4 2025OLDER |
| NorthAvenue LLC$126M AUM | 0.01% | $9,881 | 387 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $231,966 | 9.1K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $25,403 | 995 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $664,469 | 26.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 224.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 94.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 72.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $21,139 | 828 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8M | 298.7K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $714,661 | 28.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $61M | 2.40M | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.00% | $235,723 | 9.2K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 84.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 425.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $717,915 | 28.1K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $8,005 | 313 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 530.4K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 88.4K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 42.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 75.0K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $25,530 | 1.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $108,963 | 4.3K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $398,574 | 15.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 43.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 396.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $20,501 | 803 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $893,550 | 35.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 45.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 181.5K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $16,598 | 649 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $200,480 | 7.8K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $591,591 | 23.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $699,769 | 27.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 126.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $548,263 | 21.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 187.0K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $49,758 | 1.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $178,514 | 7.0K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $970 | 38 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 438.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $345,497 | 13.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 99.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $786,681 | 30.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $33,530 | 1.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $77,305 | 3.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $461,035 | 18.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,344 | 131 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 91.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $586,654 | 23.0K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $1,021 | 40 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,453 | 135 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,756 | 813 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,104 | 43 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $213,756 | 8.4K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $38,606 | 1.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $513 | 20 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $972 | 38 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $33,526 | 1.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3,830 | 150 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.