ISHARES TR
CUSIP 46435U713
Ishares Tr has 392 institutional holders in Filings Flow’s 13F database, together reporting 31.34M shares worth $1.7B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wharton Business Group, LLC.
Institutional Holders
392
Q1 2026
Reported Value
$1.7B
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 |
|---|---|---|---|---|
| Laurel Wealth Planning LLC$190M AUM | 5.56% | $11M | 184.4K | Q1 2026OLDER |
| TrustBank$258M AUM | 4.48% | $12M | 202.0K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 3.72% | $99M | 1.72M | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 3.27% | $8M | 131.3K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 2.85% | $4M | 68.3K | Q1 2026OLDER |
| Paller Financial Services Inc$134M AUM | 2.84% | $3M | 59.9K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 2.42% | $32M | 564.0K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 2.02% | $4M | 65.9K | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 1.91% | $2M | 40.3K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 1.63% | $5M | 83.7K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.57% | $4M | 62.5K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 1.43% | $12M | 186.3K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 1.14% | $4M | 62.7K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.04% | $2M | 30.2K | Q2 2026 |
| ARRIEN INVESTMENTS, INC.$184M AUM | 1.02% | $2M | 32.9K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.88% | $1M | 18.2K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.85% | $1M | 29.1K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.82% | $1M | 20.7K | Q2 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.74% | $1M | 21.8K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.69% | $1M | 17.7K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.68% | $2M | 39.3K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.68% | $2M | 26.1K | Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.65% | $890,776 | 15.6K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.64% | $926,640 | 16.2K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.63% | $959,816 | 16.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.58% | $19M | 331.8K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.56% | $2M | 30.4K | Q2 2026 |
| J. Mark Nickell & Co.$207M AUM | 0.55% | $606,778 | 10.6K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 0.53% | $693,546 | 12.1K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.53% | $4M | 77.6K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.51% | $2M | 30.4K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.48% | $2M | 30.1K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.44% | $2M | 37.1K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.39% | $1M | 27.4K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.38% | $18M | 306.7K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.38% | $659,377 | 11.5K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.37% | $21M | 367.3K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.35% | $567,310 | 9.9K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.35% | $3M | 51.7K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.35% | $2M | 37.2K | Q1 2026OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.34% | $1M | 20.5K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.33% | $582,124 | 10.2K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 0.32% | $335,582 | 5.3K | Q2 2026 |
| Sun Group Wealth Partners$127M AUM | 0.31% | $397,196 | 6.9K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.30% | $259,826 | 5.6K | Q3 2025OLDER |
| Sage Capital Management, LLC$213M AUM | 0.30% | $630,473 | 11.0K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.30% | $339,241 | 5.9K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.29% | $708,629 | 12.4K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.29% | $694,682 | 12.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.26% | $4M | 70.7K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.26% | $1M | 19.5K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.25% | $368,196 | 6.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.25% | $13M | 205.7K | Q2 2026 |
| SWMG, LLC$350M AUM | 0.24% | $839,782 | 14.7K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.24% | $278,798 | 4.9K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.23% | $680,904 | 11.9K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.22% | $2M | 32.8K | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.22% | $10M | 166.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.22% | $779,950 | 13.6K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.22% | $361,683 | 6.9K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.21% | $637,094 | 11.1K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.20% | $469,437 | 8.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.18% | $8M | 135.8K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.18% | $521,650 | 9.1K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 0.17% | $203,575 | 3.6K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.17% | $1M | 24.4K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.17% | $352,882 | 6.2K | Q2 2026 |
| EVERPAR ADVISORS LLC$352M AUM | 0.17% | $432,140 | 8.2K | Q3 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.16% | $781,009 | 13.7K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.16% | $280,034 | 4.4K | Q2 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.16% | $3M | 51.2K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.16% | $353,484 | 6.7K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.15% | $898,084 | 15.7K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.15% | $252,330 | 4.4K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.15% | $220,622 | 3.9K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 0.15% | $404,575 | 7.1K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.14% | $514,183 | 8.7K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.14% | $245,960 | 4.3K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.13% | $1M | 21.6K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.12% | $2M | 39.3K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.12% | $733,190 | 12.8K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.12% | $440,097 | 7.7K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.12% | $871,239 | 15.2K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.12% | $377,062 | 6.6K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.12% | $938,162 | 17.8K | Q4 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.12% | $859,570 | 15.0K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.12% | $694,994 | 12.2K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.11% | $476,316 | 8.3K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 0.11% | $207,922 | 3.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.11% | $3M | 50.4K | Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.10% | $197,642 | 3.5K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.10% | $719,754 | 12.6K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.10% | $669,118 | 10.6K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 20.5K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.10% | $884,428 | 15.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.10% | $2M | 27.5K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.10% | $455,105 | 8.0K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.09% | $261,690 | 4.6K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.09% | $209,924 | 3.7K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.09% | $549,906 | 10.4K | Q3 2025OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.08% | $465,322 | 8.1K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.08% | $2M | 31.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $2M | 41.4K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.08% | $224,635 | 4.3K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.07% | $5M | 89.0K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.07% | $814,879 | 14.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.07% | $60M | 1.06M | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.07% | $374,446 | 6.5K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.07% | $588,531 | 10.3K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.07% | $660,243 | 10.5K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $62M | 1.08M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.06% | $3M | 45.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.06% | $446,115 | 7.8K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.06% | $207,002 | 3.9K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.06% | $1M | 23.6K | Q3 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.06% | $174,288 | 3.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 19.2K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.06% | $122,754 | 2.1K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.06% | $558,558 | 9.8K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.06% | $367,339 | 6.4K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.06% | $758,129 | 13.3K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.06% | $2M | 30.5K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.05% | $315,344 | 5.5K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.05% | $604,032 | 10.6K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.05% | $268,256 | 4.7K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.05% | $203,267 | 3.8K | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.05% | $121,779 | 2.1K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.05% | $372,665 | 6.1K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $517,886 | 9.8K | Q4 2025OLDER |
| Firestone Capital Management$480M AUM | 0.05% | $232,461 | 4.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.05% | $2M | 29.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 35.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 25.0K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.04% | $359,330 | 6.3K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.04% | $52,864 | 924 | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.04% | $392,049 | 6.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $987,847 | 17.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $667,837 | 10.6K | Q2 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.04% | $1M | 19.9K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.04% | $445,289 | 7.1K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $1M | 27.2K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $128,129 | 2.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $557M | 9.74M | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.04% | $329,762 | 5.2K | Q2 2026 |
| Columbus Macro, LLC$936M AUM | 0.04% | $370,207 | 6.5K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $352,317 | 5.6K | Q2 2026 |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.04% | $54,112 | 946 | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $381,181 | 6.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $21M | 374.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.04% | $511,145 | 8.1K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $13M | 222.3K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.04% | $254,998 | 4.5K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.04% | $282,111 | 4.9K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.03% | $205,920 | 3.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $23M | 410.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $2M | 27.6K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.03% | $155,835 | 2.7K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.03% | $287,976 | 5.0K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $444,533 | 7.8K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.03% | $478,733 | 7.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $343,227 | 6.0K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.03% | $580,352 | 10.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.03% | $439,396 | 7.7K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.03% | $241,956 | 4.2K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.03% | $202,638 | 3.3K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.03% | $159,281 | 2.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 16.7K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 22.0K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.03% | $2M | 36.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 26.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 50.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 59.8K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.03% | $281,653 | 4.9K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.03% | $246,451 | 4.7K | Q4 2025OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.03% | $28,099 | 534 | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $212,186 | 3.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $457,146 | 8.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $345,148 | 6.0K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.03% | $28,943 | 506 | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.03% | $415,875 | 7.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $2M | 26.7K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $344,829 | 5.5K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 304.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.02% | $96,548 | 1.7K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.02% | $32,032 | 560 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.02% | $43M | 758.5K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.02% | $48,605 | 920 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $157,275 | 2.8K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $286,000 | 5.0K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $39,354 | 688 | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $366,006 | 6.4K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $67,755 | 1.1K | Q2 2026 |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.02% | $376,411 | 6.6K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $68,616 | 1.3K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $954,773 | 16.7K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.02% | $108,680 | 1.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $71M | 1.23M | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $81,682 | 1.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $817,643 | 13.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $28M | 497.7K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $949,005 | 16.6K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $396,167 | 6.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 26.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.02% | $25,500 | 446 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $25M | 434.0K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.02% | $262,904 | 4.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $629,649 | 10.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $371,229 | 7.1K | Q4 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.02% | $403,489 | 7.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $21,927 | 383 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $74,360 | 1.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.02% | $20,903 | 365.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $354,604 | 6.2K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.02% | $505,890 | 8.8K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $223,390 | 3.7K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.02% | $52,620 | 1.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 70.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $48M | 834.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 23.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 22.6K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $122,465 | 2.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $22M | 391.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $530,593 | 9.3K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.01% | $126,080 | 2.0K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $138,081 | 2.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 35.9K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $179,151 | 3.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $432,015 | 7.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $251,860 | 4.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $403,538 | 6.4K | Q2 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $604,032 | 10.6K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $105,557 | 1.8K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $206,484 | 3.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 20.1K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $68,640 | 1.2K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $30,430 | 532 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 182.9K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $227,688 | 4.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $317,023 | 6.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $23M | 405.6K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $668,025 | 11.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $669,668 | 11.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $92,324 | 1.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $495,127 | 8.7K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.01% | $15,594 | 346 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $234,463 | 4.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 59.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $447,704 | 7.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $337,740 | 5.9K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $65,942 | 1.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 22.7K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $317,746 | 5.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 22.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 150.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 25.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 17.6K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.01% | $27,625 | 525 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 26.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $153,696 | 2.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 46.2K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.01% | $52,620 | 1.0K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $269,674 | 4.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $35M | 609.0K | Q2 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $560,274 | 9.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $107M | 2.03M | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $464,993 | 8.1K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $513,948 | 9.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $492,832 | 8.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $182,727 | 3.2K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $233,085 | 4.1K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $340,762 | 6.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $212,374 | 4.0K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $482,558 | 8.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $12,945 | 246 | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $383,325 | 6.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $23M | 403.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $300,113 | 5.7K | Q4 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.01% | $6,349 | 111 | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.01% | $9,653 | 169 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $657,163 | 11.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $66,066 | 1.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 312.6K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $35,144 | 625 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $259,273 | 4.5K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 54.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $87,237 | 1.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $242,547 | 4.2K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $45,130 | 789 | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.00% | $17,160 | 300 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $70,058 | 1.2K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $19,596 | 371 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $20,512 | 356 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $259,197 | 4.5K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $30,888 | 587 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 19.9K | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $326,217 | 6.2K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $8,068 | 141 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $961,440 | 16.8K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $15,490 | 293 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $970,744 | 18.4K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $4,462 | 78 | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.00% | $8,149 | 155 | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $7M | 140.4K | Q3 2025OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.00% | $216,262 | 3.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $71,911 | 1.2K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $40,850 | 648 | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $329,857 | 5.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 32.5K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $477,857 | 8.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $564,706 | 9.9K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $7,488 | 131 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 354.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $593,368 | 10.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $99,305 | 1.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $247,790 | 4.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $202,434 | 3.8K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $246,192 | 4.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $519,264 | 9.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $224,296 | 3.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 23.6K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $40,498 | 708 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 30.3K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $36,322 | 635 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $302,907 | 5.3K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $11,726 | 205 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $10,524 | 200 | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 18.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 25.6K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $4,894 | 86 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $96,554 | 1.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $26,537 | 460 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $10,353 | 181 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $230,287 | 4.0K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.00% | $1,789 | 34 | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $27,284 | 477 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $371,501 | 6.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $391,738 | 6.8K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $514,342 | 9.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $297,712 | 5.2K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $2,116 | 37 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $66,614 | 1.2K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $1,853 | 35 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $410,107 | 7.2K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $526,196 | 10.0K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $2,631 | 50 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 21.5K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.00% | $2,649 | 46 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $6,464 | 113 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $211,723 | 3.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $883,575 | 15.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $235,149 | 4.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $124,543 | 2.2K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $1,954 | 34 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $317,243 | 6.0K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $30,139 | 536 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $12,658 | 221 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 104.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 21.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $3,368 | 64 | Q4 2025OLDER |
| Gleason Group, Inc.$1.0B AUM | 0.00% | $10,231 | 179 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,548 | 97 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $74,277 | 1.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $878,535 | 15.4K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,716 | 30 | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.00% | $23,395 | 409 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $78,665 | 1.4K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $9,508 | 180 | Q3 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $7,788 | 148 | Q4 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $6,578 | 115 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $909,480 | 15.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,420 | 65 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,862 | 85 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $4,026 | 70 | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $1,292 | 20 | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $3,947 | 69 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $2,138 | 37 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $468,318 | 8.9K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $7,124 | 113 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $519,605 | 9.1K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $8,008 | 140 | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $2,917 | 51 | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,316 | 25 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $2,199 | 38 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $23,360 | 431 | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $5,720 | 100 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $8,850 | 155 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $274,035 | 4.8K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $45,302 | 792 | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $744 | 13 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $6,841 | 130 | Q4 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $4,487 | 78 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $48,620 | 850 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $10,665 | 186 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 108.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $16,130 | 282 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $240,240 | 4.2K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $4,233 | 74 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $4,653 | 88 | Q3 2025OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $727 | 12 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $2,460 | 43 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $86,654 | 1.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $744 | 13 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,405 | 77 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $17,160 | 300 | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $1,690 | 32 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 36.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $40,098 | 701 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $589,898 | 10.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 21.2K | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $2,059 | 36 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $88,603 | 1.5K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,004 | 70 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,487 | 26 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $335,192 | 5.9K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $474 | 9 | Q4 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $744 | 13 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 19.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,000 | 19 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $23,717 | 449 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,000 | 57 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $8,106 | 153 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $646,932 | 11.3K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $117 | 2 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $63,149 | 1.1K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $1,526 | 29 | Q4 2025OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $158 | 3 | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $895 | 17 | Q4 2025OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $915 | 16 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $328,328 | 5.7K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $1,544 | 27 | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $603 | 11 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,258 | 22 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $526 | 10 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $45 | 0 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $37,466 | 655 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $11,040 | 193 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $6,840 | 130 | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $49 | 0 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $125,039 | 2.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,225 | 23 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,803 | 49 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $461 | 8 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.