ISHARES TR
CUSIP 46435U549
Ishares Tr has 466 institutional holders in Filings Flow’s 13F database, together reporting 82.49M shares worth $3.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Envestnet Asset Management Inc.
Institutional Holders
466
Q1 2026
Reported Value
$3.8B
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 |
|---|---|---|---|---|
| Joel Adams & Associates, Inc.$135M AUM | 7.88% | $11M | 223.1K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 4.68% | $6M | 119.0K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 3.16% | $7M | 151.3K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 2.93% | $4M | 94.4K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 2.69% | $6M | 130.4K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 2.55% | $7M | 138.8K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 2.19% | $6M | 116.5K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 2.19% | $3M | 64.7K | Q2 2026 |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 1.83% | $13M | 278.6K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.83% | $3M | 54.7K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 1.68% | $2M | 42.5K | Q1 2026OLDER |
| Financial Planning Fort Collins, LLC$133M AUM | 1.57% | $2M | 43.8K | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 1.46% | $2M | 45.8K | Q2 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 1.45% | $5M | 109.6K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 1.40% | $2M | 48.6K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 1.38% | $7M | 140.6K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 1.36% | $2M | 44.7K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 1.22% | $3M | 67.1K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 1.17% | $3M | 64.9K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 1.16% | $9M | 199.2K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 1.16% | $6M | 119.3K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 1.05% | $2M | 41.6K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.03% | $2M | 40.5K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 1.00% | $3M | 61.0K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 1.00% | $2M | 48.7K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.98% | $3M | 62.1K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.95% | $2M | 48.1K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.94% | $3M | 66.9K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.93% | $4M | 85.5K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 0.93% | $3M | 54.4K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.93% | $3M | 60.3K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.81% | $7M | 137.6K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.79% | $31M | 651.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.78% | $2M | 48.3K | Q2 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 0.74% | $6M | 129.3K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.74% | $14M | 287.5K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 0.69% | $719,907 | 15.1K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.69% | $4M | 76.5K | Q4 2025OLDER |
| APS Management Group, Inc.$117M AUM | 0.64% | $746,798 | 15.7K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.61% | $5M | 104.9K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.58% | $4M | 88.9K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.58% | $5M | 100.8K | Q2 2026 |
| KilterHowling LLC$198M AUM | 0.57% | $1M | 23.7K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.56% | $22M | 455.0K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.54% | $4M | 77.4K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.54% | $1M | 24.3K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.51% | $976,297 | 20.5K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.49% | $6M | 116.4K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 0.46% | $523,244 | 10.9K | Q4 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.44% | $2M | 40.7K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.44% | $3M | 64.0K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.43% | $1M | 22.8K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.41% | $455,820 | 9.5K | Q4 2025OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.41% | $755,712 | 15.9K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.41% | $1M | 25.4K | Q2 2026 |
| ANB BANK$247M AUM | 0.41% | $1M | 21.1K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.39% | $3M | 67.3K | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 0.39% | $765,555 | 16.1K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.39% | $779,250 | 16.4K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.38% | $1M | 22.8K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.36% | $3M | 68.3K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.35% | $2M | 35.9K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.35% | $543,829 | 11.4K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.34% | $459,666 | 9.7K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.33% | $10M | 209.3K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.33% | $699,223 | 14.7K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.33% | $733,705 | 15.4K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.33% | $24M | 502.2K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.33% | $1M | 30.0K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.31% | $900,900 | 19.0K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.30% | $4M | 76.6K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.30% | $11M | 227.8K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.30% | $2M | 48.3K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.29% | $1M | 26.9K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.29% | $459,915 | 9.7K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.29% | $306,556 | 6.4K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.27% | $386,099 | 8.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.27% | $182M | 3.83M | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.27% | $499,038 | 10.5K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.26% | $3M | 69.8K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.25% | $661,040 | 13.9K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.25% | $605,977 | 12.7K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.25% | $417,524 | 8.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.25% | $31M | 657.8K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.24% | $2M | 42.3K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.24% | $388,911 | 8.2K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.23% | $17M | 360.2K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.23% | $309,240 | 6.5K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.23% | $321,637 | 6.8K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.23% | $431,184 | 9.1K | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 0.23% | $338,776 | 7.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.22% | $40M | 844.2K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.22% | $769,256 | 16.2K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.22% | $462,113 | 9.7K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.22% | $316,812 | 6.7K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.22% | $2M | 43.5K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.22% | $247,054 | 5.2K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.21% | $804,974 | 16.9K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 0.21% | $219,418 | 4.6K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.21% | $238,178 | 5.0K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.20% | $19M | 391.0K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.20% | $409,215 | 8.6K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.20% | $668,220 | 14.1K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.19% | $276,486 | 5.8K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.19% | $11M | 233.0K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.19% | $458,239 | 9.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.19% | $6M | 124.2K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.19% | $225,928 | 4.7K | Q3 2025OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.19% | $3M | 52.9K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.18% | $6M | 134.9K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 0.17% | $242,030 | 5.1K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 0.16% | $600,176 | 12.6K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 0.16% | $428,577 | 9.0K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.16% | $2M | 41.5K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.16% | $255,200 | 5.4K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.16% | $11M | 236.2K | Q2 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.15% | $2M | 36.9K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.15% | $782,713 | 16.5K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.15% | $475,500 | 10.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.15% | $4M | 93.6K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.15% | $176,392 | 3.7K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.15% | $585,768 | 12.3K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.15% | $3M | 56.6K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.15% | $378,237 | 8.0K | Q2 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.15% | $3M | 53.2K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.14% | $2M | 44.5K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.14% | $350,834 | 7.4K | Q2 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.14% | $810,965 | 17.1K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.14% | $408,027 | 8.6K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.13% | $286,529 | 6.0K | Q2 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.13% | $9M | 190.9K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.13% | $762,855 | 16.0K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.13% | $210,807 | 4.5K | Q2 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.13% | $226,909 | 4.8K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.13% | $267,815 | 5.6K | Q3 2025OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.13% | $211,616 | 4.4K | Q3 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.13% | $3M | 69.1K | Q2 2026 |
| NEPC LLC$5.0B AUM | 0.12% | $6M | 130.7K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.12% | $393,096 | 8.3K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.12% | $591,284 | 12.4K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.12% | $556,335 | 11.7K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.12% | $256,144 | 5.3K | Q3 2025OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.12% | $237,221 | 5.0K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.12% | $264,910 | 5.6K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 0.11% | $223,105 | 4.7K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.11% | $1M | 24.6K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.11% | $11M | 231.9K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.10% | $824,291 | 17.2K | Q3 2025OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.10% | $2M | 45.2K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.10% | $234,945 | 4.9K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.10% | $585,578 | 12.3K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.10% | $676,579 | 14.1K | Q3 2025OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.10% | $567,472 | 11.9K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.09% | $779,820 | 16.4K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.09% | $283,137 | 6.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.09% | $23M | 480.8K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.09% | $329,389 | 6.9K | Q4 2025OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.09% | $340,268 | 7.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.09% | $2M | 51.9K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.09% | $291,957 | 6.1K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.09% | $327,287 | 6.9K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.08% | $561,279 | 11.8K | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.08% | $17M | 367.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.08% | $3M | 62.7K | Q2 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.08% | $382,350 | 8.0K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.08% | $1M | 23.3K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.08% | $106,282 | 2.2K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.08% | $135,137 | 2.8K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.08% | $370,082 | 7.8K | Q2 2026 |
| MA Private Wealth$591M AUM | 0.08% | $475,167 | 10.0K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.08% | $3M | 63.0K | Q2 2026 |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.08% | $1M | 27.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.08% | $1.1B | 22.47M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 100.7K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.08% | $268,420 | 5.6K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.08% | $22M | 468.6K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.08% | $392,620 | 8.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.07% | $312,153 | 6.6K | Q2 2026 |
| Trust Co$1.1B AUM | 0.07% | $785,288 | 16.5K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.07% | $658,786 | 13.9K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.07% | $691,662 | 14.5K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.07% | $231,025 | 4.8K | Q3 2025OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.07% | $1M | 21.9K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.07% | $302,296 | 6.4K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.07% | $267,140 | 5.6K | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.07% | $4M | 91.6K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.07% | $314,496 | 6.6K | Q2 2026 |
| Compton Financial Group, LLC$453M AUM | 0.07% | $313,733 | 6.6K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.07% | $233,161 | 4.9K | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.07% | $19M | 390.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $109M | 2.30M | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.07% | $25M | 532.0K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.07% | $597,133 | 12.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 34.2K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 49.2K | Q2 2026 |
| Carr Financial Group Corp$379M AUM | 0.06% | $233,803 | 4.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.06% | $2M | 33.5K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.06% | $2M | 44.6K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.06% | $993,338 | 20.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $43M | 895.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.06% | $548,357 | 11.5K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.06% | $292,623 | 6.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 24.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.06% | $14M | 302.4K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.06% | $347,210 | 7.3K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.06% | $997,599 | 21.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $209M | 4.40M | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.06% | $563,114 | 11.8K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.06% | $280,856 | 5.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $6M | 117.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $1M | 23.5K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.05% | $82,594 | 1.7K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.05% | $727,886 | 15.4K | Q2 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.05% | $957,562 | 20.1K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.05% | $371,517 | 7.8K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.05% | $580,776 | 12.2K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.05% | $221,151 | 4.7K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.05% | $382,300 | 8.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.05% | $166,709 | 3.5K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $10M | 201.6K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.05% | $230,160 | 4.8K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.05% | $68,948 | 1.4K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.05% | $706,710 | 14.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.05% | $99,332 | 2.1K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 0.05% | $351,062 | 7.4K | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 0.05% | $486,846 | 10.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $23M | 497.8K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.05% | $1M | 26.5K | Q3 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.05% | $2M | 42.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.05% | $3M | 52.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.05% | $826,885 | 17.4K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $794,276 | 16.7K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.04% | $170,609 | 3.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 45.6K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.04% | $580,708 | 12.1K | Q4 2025OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.04% | $699,018 | 14.7K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.04% | $276,941 | 5.8K | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.04% | $304,991 | 6.4K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.04% | $303,412 | 6.4K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.04% | $260,255 | 5.5K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.04% | $470,126 | 9.8K | Q4 2025OLDER |
| GenTrust, LLC$2.3B AUM | 0.04% | $875,854 | 18.4K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.04% | $903,355 | 19.0K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.04% | $465,895 | 9.8K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $211,224 | 4.4K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.04% | $411,451 | 8.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $133M | 2.80M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 24.0K | Q2 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $524,722 | 11.0K | Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.03% | $260,146 | 5.5K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 26.8K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.03% | $214,260 | 4.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 23.3K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.03% | $796,083 | 16.7K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.03% | $477,117 | 10.0K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.03% | $730,654 | 15.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 76.9K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $581,109 | 12.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $122,013 | 2.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.03% | $1M | 30.4K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 0.03% | $202,629 | 4.3K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $654,051 | 13.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $32M | 668.2K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.03% | $2M | 50.9K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.03% | $90,963 | 1.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 91.6K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.03% | $1M | 26.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $18M | 378.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 51.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $669,314 | 14.1K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.03% | $423M | 8.92M | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $204,157 | 4.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $25M | 526.6K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 24.7K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 35.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $234,206 | 4.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $9M | 192.2K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.03% | $2M | 38.7K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.03% | $295,127 | 6.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $803,056 | 16.9K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.02% | $332,414 | 6.9K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $4M | 82.6K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.02% | $200,874 | 4.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $3M | 53.2K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.02% | $756,283 | 15.9K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.02% | $201,945 | 4.2K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.02% | $215,445 | 4.5K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $276,456 | 5.8K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $2M | 33.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $393,519 | 8.3K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.02% | $11M | 230.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $16M | 346.3K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.02% | $549,470 | 11.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 127.7K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 23.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $71M | 1.48M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $705,688 | 14.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.02% | $2M | 33.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $215,181 | 4.5K | Q4 2025OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.02% | $407,028 | 8.6K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $900,835 | 18.9K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.02% | $624,852 | 13.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $33M | 700.1K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.02% | $229,104 | 4.8K | Q3 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 28.1K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $200,043 | 4.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $543,449 | 11.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 49.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 52.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $16M | 334.1K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.02% | $224,523 | 4.7K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.02% | $322,151 | 6.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $394,074 | 8.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $227,099 | 4.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $331,661 | 7.0K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.02% | $490,347 | 10.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $3M | 72.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 172.0K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.02% | $57,250 | 1.2K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $877,374 | 18.5K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.02% | $417,405 | 8.7K | Q1 2026OLDER |
| Financial Avengers, Inc.$219M AUM | 0.02% | $34,549 | 727 | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.02% | $242,125 | 5.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 63.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $1M | 29.3K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $227,689 | 4.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $841,140 | 17.7K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.01% | $16,499 | 348 | Q2 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.01% | $225,387 | 4.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 28.6K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $867,930 | 18.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $609,438 | 12.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $2M | 39.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $246,500 | 5.2K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $296,852 | 6.2K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $6M | 129.0K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.01% | $94,576 | 3.7K | Q3 2025OLDER |
| BARINGS LLC$6.2B AUM | 0.01% | $823,091 | 17.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $391,576 | 8.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $731,398 | 15.4K | Q2 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $220,500 | 4.6K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $216,737 | 4.6K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $600,129 | 12.6K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.01% | $357,719 | 7.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $90M | 1.88M | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $110,512 | 2.3K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $129,954 | 2.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $451,487 | 9.5K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $343,399 | 7.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $51,211 | 1.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 43.7K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.01% | $112,313 | 2.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $89M | 1.87M | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.01% | $33,126 | 697 | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.01% | $31,145 | 655 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 37.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $689,332 | 14.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $480,107 | 10.0K | Q3 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $86,288 | 1.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $248,248 | 5.2K | Q2 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $295,201 | 6.2K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $743,989 | 15.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 21.1K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $323,577 | 6.8K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $267,279 | 5.6K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $453,199 | 9.5K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $97,989 | 2.1K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.01% | $95,100 | 2.0K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $454,816 | 9.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $7M | 143.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $35M | 741.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 116.1K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $50,166 | 1.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $522,812 | 11.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 29.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $596,408 | 12.5K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $21,880 | 456 | Q3 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $18,636 | 388 | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $399,418 | 8.4K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.01% | $46,980 | 988 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $39M | 823.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 140.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $299,042 | 6.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $15,930 | 335 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $607,122 | 12.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $244,006 | 5.1K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $18,155 | 378 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $359,582 | 7.5K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $254,102 | 5.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 32.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $462,160 | 9.7K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $74,986 | 1.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $713,726 | 15.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $8M | 170.5K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.01% | $17,956 | 378 | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.01% | $41,647 | 876 | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $263,015 | 5.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 61.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26M | 544.3K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $413,305 | 8.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $862,747 | 18.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $243,403 | 5.1K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $404,411 | 8.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $752,241 | 15.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $17M | 360.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $278,881 | 5.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $327,616 | 6.9K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $8,723 | 184 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 46.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $27,296 | 574 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $182,212 | 3.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 164.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 53.8K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $7,110 | 150 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $723,949 | 15.2K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $46,345 | 975 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $5,088 | 107 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $205,764 | 4.3K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.00% | $599,891 | 12.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $236,373 | 5.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $260,717 | 5.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $6M | 123.0K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $10,966 | 229 | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $301,811 | 6.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $53,022 | 1.1K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $19M | 398.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 63.1K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $40,989 | 862 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $104,953 | 2.2K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $41,892 | 881 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $180,785 | 3.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $463,158 | 9.7K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $29,491 | 614 | Q3 2025OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $6,657 | 140 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $334,704 | 7.0K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.00% | $104,420 | 2.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 39.8K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $5,700 | 119 | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $537,546 | 11.2K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $66,081 | 1.4K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $478,596 | 10.0K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $39,942 | 840 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $280,641 | 5.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $66,380 | 1.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 177.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $84M | 1.77M | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $34,616 | 728 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $31,276 | 652 | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $3,158 | 66 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $999,311 | 21.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $515,490 | 10.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $14,313 | 301 | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $1,388 | 29 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $290,570 | 6.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $26,502 | 559 | Q2 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.00% | $858 | 18 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $246,106 | 5.2K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $1,874 | 39 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $13M | 283.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 27.1K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,978 | 62 | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $5,135 | 108 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $1,962 | 41 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $184,186 | 3.9K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $8,372 | 176 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $808 | 17 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 163.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 72.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $8,815 | 185 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $11,815 | 246 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $760,087 | 16.0K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $3,139 | 66 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $809 | 17 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,183 | 109 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $315,494 | 6.6K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $2,187 | 46 | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.00% | $190 | 4 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $71,823 | 1.5K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $2,378 | 50 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $280,117 | 5.9K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $15,929 | 335 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $808 | 17 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $54 | 1 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $35,330 | 743 | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $51 | 1 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $235,347 | 4.9K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $1,141 | 24 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $9,510 | 200 | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $10 | 0 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3,519 | 74 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $13 | 0 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $98 | 2 | Q1 2026OLDER |
| Vestwell Advisors, LLC$365M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.