ISHARES TR
CUSIP 46435U515
Ishares Tr has 419 institutional holders in Filings Flow’s 13F database, together reporting 111.22M shares worth $2.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Mercer Global Advisors Inc /Adv, and Morgan Stanley.
Institutional Holders
419
Q1 2026
Reported Value
$2.8B
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 |
|---|---|---|---|---|
| Vishria Bird Financial Group, LLC$510M AUM | 13.03% | $66M | 2.60M | Q3 2025OLDER |
| THREADGILL FINANCIAL, LLC$243M AUM | 6.39% | $22M | 867.9K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 5.03% | $35M | 1.37M | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 4.80% | $8M | 313.7K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 4.11% | $9M | 343.5K | Q1 2026OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 4.07% | $5M | 188.3K | Q2 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 3.58% | $8M | 333.2K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 3.39% | $13M | 516.3K | Q2 2026 |
| InvesTrust$238M AUM | 3.35% | $8M | 314.5K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 3.18% | $36M | 1.44M | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 3.10% | $3M | 127.9K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 2.99% | $10M | 402.0K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 2.86% | $13M | 499.6K | Q1 2026OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.71% | $5M | 199.6K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 2.70% | $5M | 200.0K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 2.69% | $40M | 1.56M | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 2.61% | $19M | 739.7K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 2.55% | $5M | 184.1K | Q2 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 2.54% | $41M | 1.62M | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 2.38% | $3M | 125.2K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 2.32% | $6M | 248.4K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 2.21% | $6M | 223.9K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 2.18% | $4M | 174.3K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 2.11% | $6M | 219.6K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 2.11% | $3M | 112.6K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 2.04% | $4M | 138.8K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 2.04% | $33M | 1.31M | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 2.01% | $30M | 1.21M | Q2 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 1.97% | $20M | 794.5K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.90% | $7M | 262.9K | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 1.75% | $3M | 101.7K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 1.74% | $11M | 433.3K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 1.72% | $3M | 107.3K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 1.71% | $32M | 1.28M | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 1.70% | $2M | 67.4K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 1.64% | $5M | 215.3K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 1.58% | $33M | 1.30M | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 1.53% | $4M | 153.6K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 1.51% | $6M | 252.3K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 1.47% | $15M | 577.6K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 1.45% | $4M | 141.5K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 1.45% | $13M | 499.0K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.44% | $89M | 3.53M | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 1.42% | $5M | 213.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 1.39% | $95M | 3.75M | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 1.34% | $5M | 179.8K | Q1 2026OLDER |
| Marathon Mission, Inc.$200M AUM | 1.33% | $3M | 105.5K | Q2 2026 |
| Foundation Wealth Management, LLC$148M AUM | 1.30% | $2M | 76.2K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 1.30% | $37M | 1.45M | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 1.27% | $9M | 354.1K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.25% | $6M | 233.4K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 1.22% | $5M | 213.5K | Q1 2026OLDER |
| Strid Group, LLC$807M AUM | 1.21% | $10M | 385.1K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 1.21% | $2M | 94.3K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 1.20% | $7M | 275.9K | Q2 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 1.19% | $33M | 1.31M | Q2 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 1.15% | $27M | 1.05M | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 1.15% | $2M | 75.1K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 1.13% | $1M | 58.0K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 1.11% | $3M | 103.3K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 1.10% | $6M | 246.4K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 1.08% | $6M | 243.6K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 1.07% | $74M | 2.94M | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 1.06% | $18M | 723.3K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 1.01% | $1M | 43.4K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 1.00% | $6M | 249.6K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.98% | $2M | 91.2K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.96% | $2M | 76.3K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.93% | $3M | 123.1K | Q2 2026 |
| Centric Wealth Management$501M AUM | 0.92% | $5M | 182.8K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.91% | $2M | 69.2K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.91% | $12M | 490.2K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.89% | $1M | 56.6K | Q2 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.88% | $5M | 189.9K | Q1 2026OLDER |
| DARA CAPITAL US, INC.$105M AUM | 0.85% | $898,480 | 35.5K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.85% | $2M | 82.6K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.81% | $864,032 | 34.1K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 0.81% | $1M | 54.1K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.77% | $14M | 547.8K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.71% | $4M | 139.8K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.70% | $4M | 162.0K | Q2 2026 |
| Stonebrook Private Inc.$470M AUM | 0.70% | $3M | 130.1K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.68% | $7M | 271.7K | Q2 2026 |
| WRAPMANAGER INC$288M AUM | 0.67% | $2M | 76.6K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.66% | $5M | 200.2K | Q2 2026 |
| Arcataur Capital Management LLC$359M AUM | 0.65% | $2M | 92.7K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.64% | $6M | 251.3K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.63% | $1M | 59.0K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.60% | $3M | 137.2K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.57% | $3M | 133.5K | Q2 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.56% | $1M | 46.8K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.55% | $2M | 80.1K | Q1 2026OLDER |
| Reliant Wealth Planning$331M AUM | 0.53% | $2M | 68.7K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.49% | $2M | 63.4K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.48% | $1M | 43.2K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.47% | $721,349 | 28.5K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.46% | $680,162 | 26.9K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.46% | $6M | 233.8K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.44% | $781,238 | 30.8K | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.44% | $634,213 | 25.0K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.43% | $527,362 | 20.9K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.43% | $4M | 172.7K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.43% | $13M | 497.9K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.42% | $1M | 58.4K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.42% | $1M | 51.9K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.41% | $1M | 46.5K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.40% | $613,635 | 24.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.38% | $5M | 195.8K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.36% | $5M | 195.6K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.36% | $6M | 232.6K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.36% | $430,610 | 17.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.35% | $113M | 4.48M | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.34% | $506,696 | 20.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.34% | $13M | 505.4K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.34% | $816,512 | 32.0K | Q3 2025OLDER |
| TABLEAUX LLC$206M AUM | 0.34% | $698,561 | 27.6K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.34% | $815,829 | 32.2K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.33% | $579,866 | 23.0K | Q2 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 0.33% | $2M | 64.8K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.32% | $5M | 198.0K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.32% | $5M | 177.9K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.31% | $4M | 141.6K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.31% | $663,646 | 26.2K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.30% | $334,052 | 13.2K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.29% | $2M | 87.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.28% | $6M | 251.7K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.28% | $1M | 56.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.28% | $16M | 630.8K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.28% | $16M | 616.0K | Q4 2025OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.28% | $2M | 95.5K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.27% | $3M | 99.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.27% | $14M | 539.7K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.27% | $1M | 48.0K | Q2 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.27% | $4M | 160.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.26% | $1M | 48.5K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.26% | $1M | 49.3K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.26% | $16M | 637.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.26% | $2M | 63.2K | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 0.26% | $314,877 | 12.4K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.26% | $832,462 | 32.9K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.26% | $697,759 | 27.5K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.24% | $529,867 | 20.9K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.24% | $1M | 53.7K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.23% | $1M | 54.9K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.22% | $14M | 561.5K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.22% | $1M | 40.0K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.22% | $3M | 122.4K | Q2 2026 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.22% | $408,801 | 16.1K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.22% | $252,199 | 9.9K | Q4 2025OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.21% | $842,613 | 33.3K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.21% | $5M | 205.2K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.21% | $937,210 | 37.0K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.21% | $395,014 | 15.6K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.21% | $742,574 | 29.3K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.21% | $684,493 | 27.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.20% | $134M | 5.29M | Q1 2026OLDER |
| Robbins Farley$226M AUM | 0.20% | $445,960 | 17.6K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.20% | $437,317 | 17.2K | Q4 2025OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.19% | $253,019 | 10.0K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.19% | $1M | 41.4K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.19% | $732,086 | 28.9K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.19% | $2M | 74.3K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.19% | $19M | 740.7K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.18% | $388,284 | 15.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.18% | $14M | 548.9K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.18% | $1M | 47.9K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.18% | $2M | 67.7K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.17% | $293,339 | 11.7K | Q2 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.17% | $2M | 79.5K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.17% | $253,763 | 10.1K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.17% | $5M | 181.4K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.17% | $261,219 | 10.3K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.17% | $5M | 205.9K | Q1 2026OLDER |
| Arnold Financial Planning LLC$134M AUM | 0.17% | $224,978 | 8.9K | Q2 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.16% | $422,066 | 16.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.16% | $8M | 304.2K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.16% | $4M | 154.7K | Q2 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.15% | $803,067 | 31.7K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.15% | $1M | 50.5K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.15% | $10M | 399.6K | Q3 2025OLDER |
| Straight Path Wealth Management$374M AUM | 0.14% | $534,159 | 21.1K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.14% | $3M | 106.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.14% | $12M | 488.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.14% | $8M | 304.9K | Q2 2026 |
| Carson Advisory Inc.$193M AUM | 0.13% | $260,012 | 10.3K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.13% | $141,949 | 5.6K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.13% | $362,616 | 14.3K | Q3 2025OLDER |
| Atwater Malick LLC$370M AUM | 0.13% | $469,745 | 18.5K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.13% | $246,182 | 9.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.12% | $561,009 | 22.1K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.12% | $964,480 | 37.8K | Q3 2025OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.12% | $749,957 | 29.6K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.12% | $2M | 78.3K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.12% | $260,899 | 10.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.11% | $6M | 223.7K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.11% | $951,589 | 37.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.11% | $6M | 245.3K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.11% | $1M | 57.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.10% | $5M | 184.6K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.10% | $732,037 | 28.9K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.10% | $319,153 | 12.6K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.10% | $335,547 | 13.2K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.10% | $3M | 101.7K | Q2 2026 |
| Strata Wealth Advisors, LLC$365M AUM | 0.10% | $373,038 | 14.6K | Q3 2025OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.10% | $208,466 | 8.2K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.10% | $1M | 56.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.10% | $2M | 73.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.10% | $3M | 114.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.09% | $8M | 332.7K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.09% | $7M | 265.1K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.09% | $2M | 74.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.09% | $860,207 | 34.0K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.09% | $5M | 202.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.09% | $3M | 103.3K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.09% | $88,528 | 3.5K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 0.09% | $246,431 | 9.7K | Q3 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.08% | $1M | 44.3K | Q4 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.08% | $478,647 | 18.9K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.08% | $1M | 44.9K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $22M | 855.8K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.08% | $976,193 | 38.5K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.08% | $350,821 | 13.8K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.08% | $832,382 | 32.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.08% | $15M | 574.3K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.08% | $1M | 47.8K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.08% | $459,295 | 18.1K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.07% | $6M | 222.7K | Q2 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.07% | $3M | 107.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $20M | 785.1K | Q2 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.07% | $345,884 | 13.7K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.07% | $463,590 | 18.3K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.07% | $430,256 | 17.0K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.07% | $121,283 | 4.8K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.07% | $657,446 | 26.0K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.07% | $608,984 | 24.0K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.07% | $525,719 | 20.8K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.06% | $1M | 45.6K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.06% | $492,922 | 19.5K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.06% | $131,173 | 5.1K | Q3 2025OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.06% | $273,564 | 10.8K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.06% | $382,584 | 15.1K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.06% | $569,038 | 22.5K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $271,502 | 10.7K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.06% | $2M | 59.3K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.06% | $256,590 | 10.2K | Q2 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.06% | $240,683 | 9.5K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $6M | 220.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $7M | 270.1K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.05% | $514,782 | 20.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $7M | 286.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $9M | 363.6K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.05% | $545,811 | 21.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $45M | 1.77M | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.05% | $539,884 | 21.3K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $333,621 | 13.2K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.04% | $603,944 | 23.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $4M | 148.8K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.04% | $220,244 | 8.7K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.04% | $229,184 | 9.1K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $25M | 989.4K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $248,167 | 9.8K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.04% | $50,374 | 2.0K | Q2 2026 |
| Financial Advisory Corp$754M AUM | 0.04% | $314,197 | 12.4K | Q2 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.04% | $85,463 | 3.4K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.04% | $96,786 | 3.8K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.04% | $713,175 | 28.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $26M | 1.03M | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.04% | $658,580 | 26.0K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$639M AUM | 0.04% | $230,204 | 9.1K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.04% | $9M | 349.3K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.04% | $1M | 51.1K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.04% | $888,293 | 35.1K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.04% | $150,359 | 5.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $938,946 | 37.1K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.03% | $200,025 | 7.9K | Q4 2025OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.03% | $622,579 | 24.6K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.03% | $229,076 | 9.1K | Q2 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.03% | $245,064 | 9.7K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.03% | $378,000 | 14.9K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.03% | $581,070 | 22.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.03% | $223,010 | 8.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.03% | $1M | 51.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.03% | $222,379 | 8.8K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.03% | $2M | 64.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $207,911 | 8.1K | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $5M | 193.8K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 95.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $22M | 869.2K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.03% | $201,880 | 8.0K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.03% | $334,992 | 13.3K | Q2 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.03% | $936,703 | 37.0K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $348,667 | 13.8K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.03% | $1M | 49.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.03% | $6M | 220.3K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.03% | $4M | 158.8K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.03% | $288,509 | 11.4K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.03% | $117,912 | 4.7K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.03% | $225,643 | 8.9K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $480,267 | 19.0K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.02% | $341,829 | 13.5K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.02% | $291,295 | 11.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $79M | 3.12M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $26M | 1.04M | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.02% | $396,538 | 15.6K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.02% | $128,854 | 5.1K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.02% | $356,723 | 14.1K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.02% | $350,046 | 13.8K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.02% | $24,594 | 974 | Q2 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $344,915 | 13.6K | Q4 2025OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.02% | $427,520 | 16.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $17M | 671.0K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.02% | $58,082 | 2.3K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $221,594 | 8.8K | Q2 2026 |
| Sachetta, LLC$184M AUM | 0.02% | $51,040 | 2.0K | Q3 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $413,968 | 16.3K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 60.2K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $232,888 | 9.1K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $300,540 | 11.9K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.02% | $48,127 | 1.9K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.02% | $2M | 65.6K | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.02% | $283,696 | 11.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 266.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $308,428 | 12.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 64.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $64M | 2.51M | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.02% | $326,554 | 12.8K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $530,387 | 20.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $389,398 | 15.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $227M | 8.95M | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.02% | $51,437 | 2.0K | Q2 2026 |
| Napier Financial, LLC$436M AUM | 0.02% | $69,162 | 2.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $989,288 | 39.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $50,660 | 2.0K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $273,098 | 10.7K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $156,539 | 6.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.01% | $190,558 | 7.5K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $40,528 | 1.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $89M | 3.52M | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $651,763 | 25.7K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.01% | $244,004 | 9.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 52.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $165,030 | 6.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 52.2K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $329,000 | 12.9K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 69.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $322,109 | 12.7K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $291,537 | 11.5K | Q2 2026 |
| Stephens Consulting, LLC$309M AUM | 0.01% | $33,321 | 1.3K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 75.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $227,168 | 9.0K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $479,948 | 18.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 85.8K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $60,792 | 2.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $41M | 1.63M | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $9M | 339.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $268,501 | 10.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $124,117 | 4.9K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.01% | $90,900 | 3.6K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $778,960 | 30.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $47M | 1.85M | Q2 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $30,320 | 1.2K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $639,591 | 25.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 502.2K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $202,073 | 8.0K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 59.4K | Q2 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $242,232 | 9.6K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 192.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 260.3K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.01% | $21,842 | 865 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $117M | 4.59M | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $241,010 | 9.5K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $281,163 | 11.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $543,050 | 21.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 1.47M | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.01% | $64,971 | 2.6K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.01% | $67,752 | 2.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $430,737 | 17.0K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.01% | $217,939 | 8.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $130,966 | 5.1K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 62.1K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 119.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $451,026 | 17.8K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $2M | 81.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $237,393 | 9.4K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $202,893 | 8.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $430,820 | 17.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $67,923 | 2.7K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $67,259 | 2.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $2M | 62.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $324,224 | 12.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $257,123 | 10.2K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.00% | $72,950 | 2.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $229,095 | 9.0K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $261,731 | 10.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 114.2K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 114.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 83.1K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 186.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 66.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $766,043 | 30.1K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3 | 104 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 65.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 232.8K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $20,264 | 800 | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $13,630 | 536 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $73,153 | 2.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $207,900 | 8.2K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $16,465 | 650 | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $54,587 | 2.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $281,062 | 11.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $403,626 | 15.9K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $202,280 | 8.0K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $4,255 | 168 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 291.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $687,427 | 27.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $218,826 | 8.6K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $40,731 | 1.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 42.0K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $107,853 | 4.2K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 45.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $21,530 | 850 | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $30,928 | 1.2K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $18,374 | 720 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 274.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $20,146 | 795 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,487 | 215 | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 44.0K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $205,173 | 8.1K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $37,058 | 1.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.00% | $16,668 | 658 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $29,171 | 1.1K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 243.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 192.1K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $200,865 | 7.9K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $33,456 | 1.3K | Q2 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $12,665 | 500 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $86,578 | 3.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $710,318 | 28.0K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $633 | 25 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $15,451 | 610 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $2,680 | 105 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 78.1K | Q3 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $6,865 | 269 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 62.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $3,905 | 153 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14M | 564.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,043 | 752 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $118,349 | 4.6K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $12,652 | 500 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 82.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $14,843 | 586 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $13 | 500 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $17,351 | 685 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $5,538 | 217 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $83,342 | 3.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $192,713 | 7.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.