ISHARES TR
CUSIP 46435U663
Ishares Tr has 445 institutional holders in Filings Flow’s 13F database, together reporting 34.39M shares worth $1.5B as of Q1 2026. The largest reported holders are FMR LLC, Northern Trust Corp, and Bank Of America Corp /De/.
Institutional Holders
445
Q1 2026
Reported Value
$1.5B
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 |
|---|---|---|---|---|
| Stanich Group LLC$131M AUM | 4.67% | $6M | 130.3K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 4.49% | $5M | 99.0K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.48% | $2M | 60.5K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 1.81% | $5M | 99.5K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 1.73% | $4M | 80.3K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 1.45% | $3M | 58.4K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 1.43% | $3M | 67.3K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 1.43% | $3M | 69.0K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 1.31% | $4M | 80.4K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 1.19% | $13M | 283.1K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 1.09% | $2M | 43.9K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.09% | $3M | 53.5K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 1.09% | $2M | 43.3K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 1.04% | $2M | 34.5K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 1.02% | $1M | 25.1K | Q4 2025OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 1.00% | $1M | 26.7K | Q2 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.94% | $6M | 131.8K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.77% | $2M | 50.6K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 0.77% | $3M | 70.9K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.76% | $14M | 299.2K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.75% | $22M | 472.4K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.71% | $2M | 29.2K | Q2 2026 |
| WRAPMANAGER INC$288M AUM | 0.70% | $2M | 42.8K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.67% | $6M | 119.3K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.67% | $1M | 27.6K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.64% | $911,484 | 19.4K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.57% | $1M | 28.7K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.55% | $829,329 | 17.6K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.51% | $1M | 26.5K | Q2 2026 |
| Aufman Associates Inc$204M AUM | 0.51% | $1M | 22.1K | Q1 2026OLDER |
| Financial Advisors, LLC$564M AUM | 0.50% | $3M | 63.1K | Q3 2025OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.49% | $1M | 21.8K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.47% | $40M | 854.2K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 0.47% | $777,852 | 16.5K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.46% | $2M | 53.0K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.46% | $7M | 144.6K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.46% | $4M | 78.8K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.45% | $6M | 134.7K | Q4 2025OLDER |
| Northland Capital Management LLC$183M AUM | 0.45% | $817,740 | 17.4K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 0.43% | $447,961 | 9.5K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 0.43% | $929,514 | 19.8K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.41% | $5M | 109.3K | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.40% | $2M | 38.4K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.39% | $5M | 104.0K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.36% | $1M | 22.8K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.36% | $3M | 60.4K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.36% | $47M | 1.02M | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.33% | $444,083 | 7.9K | Q2 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.33% | $359,884 | 7.7K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.32% | $1M | 29.6K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.31% | $638,061 | 13.6K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 0.30% | $1M | 30.9K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.29% | $332,431 | 7.1K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.29% | $649,510 | 13.8K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 0.29% | $382,226 | 6.8K | Q2 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.28% | $400,235 | 8.5K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.27% | $398,051 | 8.5K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.27% | $2M | 39.8K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.27% | $9M | 197.9K | Q4 2025OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.27% | $449,464 | 9.6K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.26% | $291,330 | 6.2K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.26% | $4M | 77.4K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.24% | $849,321 | 18.1K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.24% | $338,658 | 7.2K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.24% | $1M | 24.5K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.22% | $1M | 29.6K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.22% | $792,757 | 16.9K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.22% | $1M | 22.6K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.21% | $2M | 45.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.21% | $12M | 262.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.21% | $241,045 | 5.1K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.20% | $315,728 | 6.7K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.20% | $2M | 48.9K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 0.20% | $467,344 | 10.4K | Q3 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.20% | $403,382 | 10.7K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.19% | $8M | 179.7K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.19% | $2M | 52.9K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.19% | $1M | 25.8K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.19% | $546,137 | 11.6K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 0.18% | $210,415 | 4.5K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.18% | $3M | 67.6K | Q4 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.17% | $5M | 99.9K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.17% | $7M | 142.3K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.17% | $1M | 22.0K | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 0.17% | $366,118 | 6.5K | Q2 2026 |
| Old Peak Finance LLC$171M AUM | 0.16% | $280,333 | 6.0K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.16% | $1M | 26.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.16% | $14M | 287.4K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 0.16% | $233,729 | 5.1K | Q4 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.16% | $715,927 | 15.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.16% | $8M | 166.5K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.16% | $829,008 | 18.2K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.16% | $839,704 | 18.3K | Q4 2025OLDER |
| BSW Wealth Partners$819M AUM | 0.15% | $1M | 26.8K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.15% | $406,300 | 8.6K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.15% | $1M | 18.6K | Q2 2026 |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 0.15% | $201,500 | 3.6K | Q2 2026 |
| Friedenthal Financial$199M AUM | 0.15% | $295,145 | 6.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.15% | $4M | 87.6K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.15% | $523,944 | 11.1K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.14% | $1M | 23.2K | Q2 2026 |
| Orin Green Financial, LLC$244M AUM | 0.14% | $352,086 | 7.5K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 0.14% | $155,495 | 3.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.14% | $605,794 | 12.9K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.14% | $2M | 42.9K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 0.14% | $354,283 | 6.3K | Q2 2026 |
| Impact Investors, Inc$144M AUM | 0.14% | $201,434 | 4.3K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.14% | $664,581 | 14.1K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.14% | $2M | 45.2K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.14% | $292,715 | 6.2K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.14% | $230,403 | 4.9K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.14% | $296,461 | 6.3K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.13% | $259,739 | 5.5K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.13% | $213,960 | 4.5K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.13% | $4M | 64.6K | Q2 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.13% | $38M | 800.0K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.13% | $33M | 709.0K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.13% | $519,834 | 11.1K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.13% | $375,925 | 8.0K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.12% | $8M | 176.8K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.12% | $467,063 | 9.9K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.12% | $310,188 | 5.5K | Q2 2026 |
| Great Diamond Partners, LLC$520M AUM | 0.12% | $623,062 | 13.3K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 0.12% | $447,066 | 9.5K | Q1 2026OLDER |
| Mokosak Advisory Group, LLC$399M AUM | 0.12% | $468,837 | 10.0K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.12% | $370,612 | 7.9K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.11% | $279,650 | 5.0K | Q2 2026 |
| Well Done, LLC$681M AUM | 0.11% | $765,345 | 16.3K | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 0.11% | $273,613 | 5.8K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.11% | $297,637 | 6.3K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.11% | $993,203 | 21.1K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.11% | $1M | 22.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.10% | $7M | 138.4K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.10% | $475,466 | 10.1K | Q2 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.10% | $133,067 | 2.8K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.10% | $2M | 36.6K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.10% | $439,637 | 9.3K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.10% | $478,429 | 10.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.10% | $29M | 621.6K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.10% | $229,900 | 5.0K | Q4 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.10% | $640,318 | 13.6K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.10% | $2M | 34.1K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.10% | $514,916 | 11.0K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.09% | $676,430 | 14.4K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.09% | $1M | 25.9K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.09% | $521,687 | 11.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.09% | $22M | 461.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.08% | $644,409 | 13.7K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.08% | $687,250 | 12.5K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.08% | $558,965 | 10.0K | Q2 2026 |
| Portland Global Advisors LLC$938M AUM | 0.08% | $792,287 | 16.9K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.08% | $6M | 109.6K | Q2 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.08% | $475,513 | 10.1K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.08% | $470,200 | 10.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.08% | $5M | 100.3K | Q4 2025OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.08% | $943,128 | 20.1K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.08% | $311,415 | 6.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.08% | $1M | 18.9K | Q2 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.08% | $3M | 58.8K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.07% | $337,133 | 7.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.07% | $1M | 29.0K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.07% | $279,017 | 5.9K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.07% | $2M | 50.6K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.07% | $870,904 | 18.5K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.07% | $290,960 | 6.2K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.07% | $261,525 | 5.6K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.07% | $170,119 | 3.6K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.07% | $172,768 | 3.1K | Q2 2026 |
| Weil Company, Inc.$445M AUM | 0.07% | $300,945 | 6.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.07% | $5M | 105.9K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.07% | $137,554 | 2.9K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.07% | $422,400 | 9.4K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.07% | $12M | 262.0K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.06% | $201,340 | 4.3K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.06% | $676,949 | 14.4K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.06% | $276,992 | 5.9K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.06% | $200,471 | 4.4K | Q4 2025OLDER |
| Horizons Wealth Management$152M AUM | 0.06% | $94,698 | 2.0K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.06% | $2M | 47.1K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.06% | $1M | 23.5K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.06% | $261,901 | 5.6K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.06% | $819,747 | 17.4K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.06% | $1M | 27.2K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.06% | $674,343 | 14.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.06% | $6M | 137.1K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.06% | $4M | 75.3K | Q2 2026 |
| LongView Wealth Management$398M AUM | 0.06% | $231,058 | 4.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 77.4K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.05% | $2M | 40.3K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.05% | $1M | 24.6K | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.05% | $5M | 112.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.05% | $11M | 223.9K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.05% | $396,267 | 8.4K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.05% | $602,044 | 12.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.05% | $74M | 1.57M | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.05% | $676,026 | 12.1K | Q2 2026 |
| One Capital Management, LLC$3.6B AUM | 0.05% | $2M | 38.2K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.05% | $3M | 62.0K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 0.05% | $246,056 | 5.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.05% | $168,855 | 1.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.05% | $2M | 36.3K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.05% | $51,675 | 1.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.04% | $679,136 | 14.4K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.04% | $207,123 | 4.4K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.04% | $689,219 | 14.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.04% | $2M | 41.8K | Q2 2026 |
| Tarbox Family Office, Inc.$616M AUM | 0.04% | $301,801 | 6.7K | Q3 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.04% | $7M | 143.5K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.04% | $374,268 | 6.8K | Q2 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.04% | $311,125 | 6.6K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.04% | $151,548 | 3.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 36.7K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.04% | $370,562 | 7.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.04% | $3M | 64.3K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.04% | $202,841 | 4.5K | Q3 2025OLDER |
| Harbor Group, Inc.$692M AUM | 0.04% | $284,880 | 6.1K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 0.04% | $89,667 | 1.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $358,403 | 7.6K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.04% | $85,901 | 1.8K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.04% | $447,630 | 9.5K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.04% | $830,844 | 17.7K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.04% | $891,029 | 18.9K | Q2 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 0.04% | $536,733 | 11.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.04% | $3M | 54.6K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.04% | $71,092 | 1.5K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.03% | $51,848 | 927 | Q2 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $271,399 | 5.8K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.03% | $315,316 | 6.7K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.03% | $1M | 21.5K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $560,880 | 11.3K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.03% | $320,770 | 6.8K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.03% | $664,016 | 14.1K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.03% | $404,090 | 8.6K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.03% | $91,064 | 2.0K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $951,445 | 20.2K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.03% | $953,095 | 20.3K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.03% | $213,112 | 4.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $2M | 34.4K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 22.1K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.03% | $508,663 | 10.8K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $819,680 | 16.6K | Q4 2025OLDER |
| Haverford Trust Co$10.9B AUM | 0.03% | $3M | 59.5K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.03% | $212,823 | 4.7K | Q3 2025OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.03% | $314,328 | 6.7K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.02% | $207,701 | 4.2K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.02% | $83,080 | 1.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $994,144 | 21.1K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $135,888 | 2.9K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.02% | $366,756 | 7.8K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $252,382 | 5.4K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.02% | $2M | 35.1K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.02% | $75,562 | 1.6K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.02% | $222,640 | 4.7K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.02% | $273,986 | 5.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.02% | $5M | 97.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 329.7K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 453.3K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.02% | $87,546 | 1.9K | Q2 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $596,073 | 12.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $29M | 608.3K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $1M | 30.0K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.02% | $301,160 | 6.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $42,506 | 904 | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.02% | $202,933 | 4.3K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.02% | $336,146 | 7.1K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $158,841 | 2.8K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $895,449 | 19.0K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.02% | $75,761 | 1.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $14M | 308.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $851,813 | 16.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $1M | 28.1K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.01% | $250,952 | 5.6K | Q3 2025OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.01% | $205,383 | 4.4K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.01% | $273,939 | 5.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $380,150 | 8.1K | Q2 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $7M | 151.0K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $526,440 | 9.4K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $493,227 | 8.8K | Q2 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.01% | $200,775 | 4.3K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $71,753 | 1.5K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.01% | $44,218 | 940 | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $605,908 | 12.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $99M | 2.11M | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.01% | $237,451 | 5.0K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $288,562 | 6.1K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $320,912 | 6.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $77,348 | 1.6K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.01% | $25,169 | 450 | Q2 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $21,032 | 467 | Q3 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $2M | 33.2K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.01% | $208,720 | 4.6K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $669,947 | 14.1K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $16,081 | 342 | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.01% | $274,738 | 5.8K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.01% | $246,479 | 5.2K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 39.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 29.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $516,363 | 11.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $18M | 381.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $831,031 | 17.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $234,980 | 5.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $1M | 25.5K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $506,170 | 10.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $180,067 | 3.8K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $814,574 | 17.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $29,243 | 636 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $790,876 | 16.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $183,485 | 4.0K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 89.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 45.2K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.01% | $175,878 | 3.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $36,534 | 777 | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.01% | $96,015 | 2.0K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $88,220 | 1.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 34.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $5M | 115.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $152M | 3.24M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $488,419 | 10.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 182.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $809,141 | 17.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $181,591 | 3.9K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $652,214 | 13.9K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $220,452 | 4.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $97M | 2.06M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $227,562 | 4.1K | Q2 2026 |
| Front Row Advisors LLC$296M AUM | 0.01% | $20,783 | 442 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $105,090 | 2.2K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.01% | $7,759 | 165 | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $268,484 | 5.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $34M | 721.4K | Q2 2026 |
| Westend Capital Management, LLC$333M AUM | 0.01% | $21,018 | 447 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $54M | 1.16M | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $20,135 | 360 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 48.3K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $11,727 | 249 | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.01% | $15,282 | 325 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $55,618 | 1.2K | Q3 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.01% | $30,301 | 659 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 112.8K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.01% | $209,191 | 4.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $540,484 | 11.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $20M | 430.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $203,393 | 3.6K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 96.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $536,733 | 11.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $23M | 481.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $164,337 | 3.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 29.2K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $229,081 | 4.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 73.5K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $386,081 | 8.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $4M | 75.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $26M | 544.4K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $210,138 | 3.8K | Q2 2026 |
| DAGCO, INC.$461M AUM | 0.00% | $20,209 | 430 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $881,438 | 18.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $833,241 | 17.7K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.00% | $55,625 | 1.2K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $27,460 | 584 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $217,279 | 4.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $132,550 | 2.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $24M | 513.7K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $16,974 | 361 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 51.9K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.00% | $3,825 | 81 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $296,470 | 6.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.00% | $13,670 | 291 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $274,691 | 5.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $163,912 | 3.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 46.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 138.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 23.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $356,797 | 7.6K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $9,404 | 200 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $2,943 | 64 | Q4 2025OLDER |
| Security National Bank$687M AUM | 0.00% | $19,325 | 411 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $214,881 | 4.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $76,106 | 1.7K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $196,826 | 4.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 52.0K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $497,444 | 10.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 26.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $691,021 | 14.7K | Q2 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $11,661 | 248 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $23,322 | 496 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $14,554 | 321 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 155.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 26.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $352,898 | 7.5K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $15,952 | 306 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 25.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $366,790 | 7.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $440,117 | 9.4K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $738,543 | 15.7K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $4,702 | 100 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 147.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $285,998 | 6.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $59,230 | 1.1K | Q2 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $118,396 | 2.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $206,655 | 4.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $410,017 | 9.1K | Q3 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,728 | 58 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $202,396 | 4.3K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $3,356 | 60 | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $20,172 | 429 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $921,404 | 19.6K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $225,179 | 4.8K | Q2 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $20,548 | 437 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $414,845 | 8.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $74,968 | 1.7K | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $36,666 | 797 | Q4 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $3,291 | 70 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $205,002 | 4.4K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $10,251 | 218 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $648,735 | 13.8K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $8,699 | 185 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $40,437 | 860 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $49,747 | 1.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $3,715 | 79 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $1,552 | 33 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $47,020 | 1.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $541,764 | 11.5K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $16,457 | 350 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $162,096 | 3.5K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $35M | 743.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $46,985 | 915 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $4,322 | 94 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 46.4K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $21,535 | 458 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $15,846 | 337 | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $1,172 | 26 | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $847 | 18 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $548,817 | 11.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,270 | 27 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $17,521 | 373 | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $11,939 | 254 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 49.3K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $876,500 | 18.6K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $1,701 | 37 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $162,407 | 3.5K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $2,398 | 51 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $53,321 | 1.1K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $4,419 | 79 | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,385 | 72 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $335,095 | 7.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $8,417 | 179 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $1,693 | 36 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 62.5K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $506 | 11 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $908,144 | 19.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 50.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $1,739 | 37 | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $1,975 | 42 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $322 | 7 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 21.3K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $145 | 3 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $240,037 | 5.1K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $23,342 | 496 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $13,495 | 287 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $80 | 2 | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.00% | $94 | 2 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $664 | 14 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $37,549 | 799 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $21,864 | 465 | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.00% | $39 | 1 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $188 | 4 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $12,460 | 265 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $236 | 5 | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $47 | 1 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $19 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.