ISHARES TR
CUSIP 46435U853
Ishares Tr has 644 institutional holders in Filings Flow’s 13F database, together reporting 632.57M shares worth $22.1B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Prudential PLC, and Wells Fargo & Company/Mn.
Institutional Holders
644
Q1 2026
Reported Value
$22.1B
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 |
|---|---|---|---|---|
| Corebridge Financial, Inc.$1.1B AUM | 77.50% | $846M | 23.18M | Q1 2026OLDER |
| TOEWS CORP /ADV$259M AUM | 31.11% | $214M | 5.72M | Q4 2025OLDER |
| Santa Clara Valley Transportation Authority$120M AUM | 20.23% | $24M | 660.5K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 15.11% | $262M | 7.10M | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 15.09% | $33M | 879.4K | Q3 2025OLDER |
| PRUDENTIAL PLC$17.1B AUM | 13.26% | $2.3B | 61.46M | Q1 2026OLDER |
| DSC Meridian Capital LP$325M AUM | 12.29% | $40M | 1.08M | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 11.43% | $36M | 975.3K | Q1 2026OLDER |
| Bricktown Capital, LLC$508M AUM | 11.25% | $57M | 1.55M | Q1 2026OLDER |
| Japan Science & Technology Agency$4.8B AUM | 10.96% | $528M | 14.32M | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 9.30% | $22M | 596.6K | Q1 2026OLDER |
| SHENKMAN CAPITAL MANAGEMENT INC$831M AUM | 7.72% | $64M | 1.71M | Q1 2026OLDER |
| CNO Financial Group, Inc.$174M AUM | 6.76% | $12M | 320.0K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 6.04% | $13M | 348.1K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 4.92% | $834M | 22.63M | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 4.45% | $82M | 2.22M | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 4.40% | $29M | 787.9K | Q1 2026OLDER |
| Liberty Mutual Group Asset Management Inc.$1.2B AUM | 4.38% | $55M | 1.49M | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 4.01% | $9M | 262.8K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 3.88% | $46M | 1.26M | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 3.84% | $193M | 5.23M | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 3.79% | $53M | 1.43M | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 3.75% | $19M | 512.4K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 3.72% | $64M | 1.74M | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 3.40% | $14M | 373.1K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 3.35% | $15M | 396.5K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 3.14% | $119M | 3.20M | Q2 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 3.14% | $412M | 11.28M | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 3.07% | $20M | 554.2K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 2.97% | $5M | 147.2K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 2.94% | $11M | 300.2K | Q2 2026 |
| Heritage Family Offices, LLP$225M AUM | 2.74% | $6M | 167.6K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 2.64% | $24M | 650.1K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 2.64% | $96M | 2.61M | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 2.50% | $5M | 131.2K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 2.47% | $26M | 703.7K | Q2 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 2.42% | $9M | 238.8K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 2.35% | $4M | 113.6K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 2.28% | $3M | 92.8K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 2.27% | $138M | 3.75M | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 2.18% | $5M | 135.1K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 2.18% | $48M | 1.32M | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 2.16% | $3M | 91.2K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 1.94% | $3M | 81.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 1.67% | $3.5B | 95.36M | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 1.65% | $11M | 284.0K | Q2 2026 |
| Chesapeake Wealth Management$326M AUM | 1.64% | $5M | 144.6K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.59% | $4M | 111.3K | Q2 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 1.59% | $2M | 58.1K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 1.47% | $38M | 1.02M | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 1.41% | $2M | 54.6K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.40% | $13M | 346.4K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.37% | $43M | 1.17M | Q1 2026OLDER |
| Alaska Permanent Fund Corp$1.6B AUM | 1.37% | $21M | 576.6K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 1.36% | $7M | 185.3K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.32% | $18M | 494.7K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 1.25% | $13M | 341.7K | Q2 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 1.21% | $3M | 87.5K | Q4 2025OLDER |
| Monument Capital Management$399M AUM | 1.20% | $5M | 127.2K | Q3 2025OLDER |
| State of Wisconsin - Board of Commissioners of Public Lands$152M AUM | 1.18% | $2M | 48.5K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 1.09% | $1M | 1 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 1.06% | $4M | 97.0K | Q4 2025OLDER |
| Tide Cove Capital Partners LLC$147M AUM | 1.05% | $2M | 41.5K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 1.04% | $6M | 176.4K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 1.02% | $4M | 102.4K | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 1.02% | $9M | 235.6K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.97% | $2M | 42.8K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.95% | $1M | 32.0K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.95% | $1M | 36.7K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.93% | $25M | 676.3K | Q4 2025OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.93% | $10M | 262.8K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.91% | $3M | 70.8K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 0.89% | $5M | 135.5K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.88% | $4M | 97.0K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.86% | $1M | 37.1K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.85% | $4M | 103.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.83% | $13M | 348.3K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.83% | $6M | 153.5K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.78% | $3M | 76.1K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 0.75% | $3M | 68.2K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.75% | $6M | 171.3K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.74% | $46M | 1.24M | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.69% | $5M | 134.2K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.68% | $1M | 31.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.66% | $38M | 1.02M | Q4 2025OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.65% | $2M | 56.1K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.63% | $4M | 97.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.63% | $10M | 260.4K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.62% | $15M | 417.7K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.62% | $4M | 96.0K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.61% | $3M | 76.0K | Q3 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.61% | $158M | 4.29M | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.59% | $371M | 10.06M | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.58% | $18M | 482.7K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.57% | $2M | 59.4K | Q2 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.56% | $50M | 1.35M | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.55% | $4M | 112.7K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.53% | $946,386 | 25.7K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.53% | $10M | 271.9K | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.53% | $22M | 610.7K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.52% | $23M | 629.4K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.52% | $1M | 27.8K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.52% | $9M | 231.4K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.52% | $1M | 35.2K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.51% | $1M | 30.5K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.49% | $2M | 50.7K | Q4 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.49% | $4M | 101.4K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.48% | $2M | 44.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.46% | $40M | 1.08M | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.46% | $43M | 1.17M | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.44% | $29M | 783.0K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.41% | $2M | 47.5K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.40% | $2M | 46.9K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.40% | $1M | 33.3K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.37% | $651,895 | 17.3K | Q3 2025OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.36% | $63M | 1.67M | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.36% | $32M | 848.6K | Q3 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.36% | $3M | 75.1K | Q3 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.35% | $5M | 135.7K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.35% | $2M | 42.6K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.35% | $2M | 52.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.35% | $7M | 179.8K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.33% | $4M | 104.7K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.33% | $1M | 33.0K | Q3 2025OLDER |
| American Trust$1.1B AUM | 0.33% | $4M | 101.8K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.33% | $3M | 82.8K | Q1 2026OLDER |
| Vestwell Advisors, LLC$365M AUM | 0.32% | $1M | 31.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.32% | $1.7B | 46.17M | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.30% | $5M | 145.3K | Q1 2026OLDER |
| RAMSEY QUANTITATIVE SYSTEMS$112M AUM | 0.30% | $333,180 | 9.0K | Q2 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.30% | $1M | 28.5K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.30% | $35M | 952.5K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.29% | $318,155 | 8.5K | Q4 2025OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.29% | $2M | 49.2K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.29% | $883,005 | 24.0K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.29% | $790,270 | 21.5K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.28% | $2M | 45.4K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.28% | $2M | 47.2K | Q3 2025OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.28% | $7M | 201.4K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.27% | $897,147 | 24.0K | Q4 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.27% | $5M | 123.5K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.26% | $2M | 57.3K | Q2 2026 |
| Encompass More Asset Management$597M AUM | 0.26% | $2M | 42.4K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.26% | $453,360 | 12.0K | Q3 2025OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.26% | $2M | 55.1K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.26% | $4M | 95.2K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.26% | $394,262 | 10.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.25% | $3M | 91.2K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.25% | $385,345 | 10.5K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.25% | $18M | 481.3K | Q1 2026OLDER |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.24% | $8M | 212.8K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.24% | $37M | 533.9K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 0.23% | $653,836 | 17.7K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.23% | $358,880 | 9.6K | Q4 2025OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.23% | $1M | 29.3K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.23% | $343,324 | 9.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.22% | $716M | 19.44M | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.22% | $6M | 171.8K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.22% | $951,553 | 25.8K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.21% | $345,294 | 9.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.21% | $709,291 | 19.3K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.21% | $336,261 | 9.1K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.20% | $30M | 817.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.20% | $7M | 195.9K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.20% | $228,630 | 6.2K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.20% | $247,196 | 6.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.20% | $74M | 2.02M | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.19% | $1M | 33.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.19% | $7M | 177.7K | Q2 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.19% | $671,028 | 18.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.19% | $112M | 3.05M | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.19% | $2M | 66.7K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.19% | $1M | 34.8K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.8B AUM | 0.19% | $3M | 89.9K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.18% | $88M | 2.38M | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.18% | $7M | 179.7K | Q4 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.18% | $4M | 122.1K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.18% | $247,860 | 6.7K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.17% | $2M | 62.6K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 0.17% | $2M | 62.1K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.17% | $261,564 | 7.1K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.17% | $651,852 | 17.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.17% | $346,987 | 9.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.17% | $14M | 375.6K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.17% | $521,913 | 14.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.17% | $1M | 39.4K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.17% | $1M | 32.7K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.17% | $15M | 409.4K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.17% | $1M | 34.7K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.17% | $743,208 | 20.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.16% | $1.2B | 33.70M | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.16% | $342,341 | 9.2K | Q4 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.16% | $3M | 71.1K | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 0.16% | $207,947 | 5.6K | Q4 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.16% | $4M | 97.4K | Q2 2026 |
| Ninety One UK Ltd$44.7B AUM | 0.15% | $69M | 1.87M | Q2 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.15% | $462,597 | 12.6K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.15% | $202,308 | 5.4K | Q4 2025OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.15% | $501,208 | 13.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.15% | $6M | 173.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.15% | $15M | 412.2K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.15% | $553,742 | 15.0K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.14% | $325,937 | 8.7K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.14% | $2M | 48.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.14% | $930M | 25.24M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.14% | $845,130 | 22.8K | Q2 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.14% | $257,853 | 7.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.14% | $7M | 184.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.14% | $1M | 39.9K | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.13% | $428,339 | 11.6K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.12% | $298,081 | 8.1K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.12% | $2M | 63.0K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.12% | $2M | 45.4K | Q2 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.12% | $2M | 52.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.12% | $25M | 674.5K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.12% | $667,560 | 12.9K | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 0.12% | $207,609 | 5.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.12% | $7M | 192.3K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.12% | $274,569 | 7.5K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.12% | $938,617 | 25.5K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.12% | $1M | 28.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.11% | $29M | 800.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.11% | $8M | 220.2K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 0.11% | $904,017 | 24.5K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.11% | $2M | 41.1K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.11% | $420,050 | 11.4K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.11% | $357,495 | 9.7K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.11% | $3M | 81.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.11% | $7M | 183.7K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.11% | $2M | 50.6K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.11% | $568,516 | 15.2K | Q4 2025OLDER |
| Quartz Partners, LLC$259M AUM | 0.10% | $271,762 | 7.4K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.10% | $5M | 140.3K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.10% | $242,770 | 6.6K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.10% | $200,778 | 5.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.10% | $192M | 5.22M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.10% | $72M | 1.96M | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.10% | $2M | 43.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.10% | $463,180 | 12.3K | Q3 2025OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.10% | $237,742 | 6.4K | Q2 2026 |
| CPA Asset Management Group, LLC$347M AUM | 0.10% | $346,434 | 9.4K | Q2 2026 |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.10% | $671,704 | 18.2K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.10% | $280,175 | 7.6K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.10% | $270,480 | 7.2K | Q4 2025OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.10% | $225,387 | 6.1K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.10% | $443,775 | 12.0K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.10% | $44M | 1.19M | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.10% | $236,692 | 6.3K | Q3 2025OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.10% | $442,448 | 12.0K | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 0.10% | $224,836 | 6.1K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.10% | $1M | 30.9K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.09% | $661,996 | 18.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.09% | $6M | 159.6K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.09% | $436,075 | 11.8K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.09% | $673,582 | 18.3K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.09% | $300,578 | 8.2K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.09% | $1M | 33.0K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.09% | $8M | 217.6K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.09% | $3M | 92.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.09% | $771M | 20.92M | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.09% | $2M | 51.6K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 71.6K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.09% | $435,707 | 11.8K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.09% | $443,775 | 12.0K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.09% | $446,773 | 12.1K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.09% | $336,555 | 9.0K | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.08% | $3M | 71.7K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.08% | $96,226 | 2.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 37.4K | Q3 2025OLDER |
| G&S Capital LLC$285M AUM | 0.08% | $227,286 | 6.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.08% | $3M | 74.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.08% | $52M | 1.40M | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 112.9K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.07% | $1M | 27.3K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $343,473 | 9.2K | Q4 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.07% | $79M | 2.15M | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.07% | $46M | 1.25M | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.07% | $454,863 | 12.3K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.07% | $208,776 | 5.6K | Q4 2025OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.07% | $204,957 | 5.4K | Q3 2025OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.07% | $296,230 | 8.0K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.07% | $12M | 333.2K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.07% | $227,833 | 6.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.07% | $1M | 36.9K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.07% | $336,754 | 9.1K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.07% | $649,327 | 17.4K | Q4 2025OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.07% | $278,254 | 7.4K | Q4 2025OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.06% | $2M | 44.9K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.06% | $2M | 54.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 46.5K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.06% | $852,368 | 23.1K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.06% | $519,313 | 14.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 153.4K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.06% | $116,363 | 3.1K | Q3 2025OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.06% | $202,232 | 5.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $41M | 1.11M | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.06% | $3M | 88.8K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.06% | $5M | 133.6K | Q4 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.06% | $230,382 | 6.1K | Q3 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.06% | $1M | 32.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.06% | $784M | 21.29M | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.06% | $254,174 | 6.8K | Q4 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.06% | $129,954 | 3.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 71.0K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $224,203 | 6.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 43.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $198M | 5.39M | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.05% | $71,549 | 1.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.05% | $806,546 | 21.9K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.05% | $1M | 35.5K | Q4 2025OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.05% | $619,612 | 16.8K | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.05% | $54,413 | 1.6K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.05% | $850,101 | 23.1K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.05% | $332,514 | 9.0K | Q2 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.05% | $531,970 | 14.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.05% | $107,640 | 2.8K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.05% | $297,115 | 8.1K | Q1 2026OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.05% | $24M | 632.6K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $483,895 | 13.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $4M | 121.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 63.7K | Q1 2026OLDER |
| Integris Wealth Management, LLC$495M AUM | 0.05% | $233,294 | 6.3K | Q2 2026 |
| Ninety One North America, Inc.$2.2B AUM | 0.05% | $1M | 28.5K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.05% | $245,598 | 6.6K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.05% | $205,008 | 5.5K | Q4 2025OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.05% | $701,566 | 19.0K | Q2 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.05% | $425,760 | 11.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.05% | $37M | 1.02M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $171M | 4.64M | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.05% | $71,064 | 1.9K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $1M | 28.4K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.04% | $37M | 1.01M | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.04% | $17M | 466.3K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.04% | $353,068 | 9.6K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $544,688 | 14.8K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $650,508 | 17.4K | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.04% | $208M | 5.65M | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $243,844 | 6.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $39M | 1.07M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 206.3K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.04% | $2M | 56.9K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.04% | $221,037 | 6.0K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.04% | $418,502 | 11.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.04% | $532,205 | 14.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 176.7K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.04% | $405,793 | 11.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 210.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 143.6K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.04% | $208,220 | 5.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 72.4K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $659,760 | 17.6K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $53,123 | 1.4K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.04% | $273,301 | 7.2K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 121.2K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.04% | $1M | 36.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $1M | 36.0K | Q3 2025OLDER |
| Olistico Wealth, LLC$234M AUM | 0.04% | $84,369 | 2.3K | Q2 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $361,253 | 9.8K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 38.1K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $66M | 1.80M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $37M | 1.00M | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.03% | $352,277 | 9.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $8M | 223.5K | Q4 2025OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.03% | $214,100 | 5.7K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $847,116 | 23.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $589,440 | 16.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $986,723 | 26.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.03% | $198,568 | 5.4K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.03% | $559,121 | 15.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $180M | 4.88M | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 75.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.03% | $2M | 41.4K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.03% | $111,158 | 3.0K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.03% | $2M | 58.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.03% | $25M | 685.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $431,389 | 11.5K | Q4 2025OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.03% | $6M | 157.9K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.03% | $120,319 | 3.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $387,513 | 10.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 27.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 36.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 203.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $497M | 13.29M | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.03% | $275,269 | 7.3K | Q3 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.03% | $854,461 | 23.2K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 35.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $341,042 | 9.1K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 61.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $792,738 | 21.2K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.03% | $27 | 734 | Q4 2025OLDER |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.03% | $297,594 | 8.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $29M | 779.1K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $250,364 | 6.8K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.03% | $518,928 | 14.1K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $292,414 | 7.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $201,358 | 5.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $435,166 | 11.6K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.02% | $56,071 | 1.5K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $1M | 37.8K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.02% | $2M | 47.0K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.02% | $246,059 | 6.6K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $18M | 475.1K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $285,996 | 7.8K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $274,431 | 7.4K | Q2 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $42,739 | 1.2K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.02% | $316,040 | 8.5K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $255,043 | 6.9K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $5M | 130.7K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $819,432 | 22.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $723,060 | 19.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 44.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $454,600 | 12.4K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $693,098 | 18.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 424.9K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.02% | $772,297 | 21.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $566,384 | 15.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $784,256 | 21.2K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $330,204 | 9.0K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.02% | $563,836 | 15.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $427,238 | 11.6K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $326,712 | 8.6K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $716,465 | 19.4K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $225,645 | 6.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $1M | 27.4K | Q2 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $60,489 | 1.6K | Q2 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $3M | 69.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 128.6K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $2M | 64.3K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $13M | 359.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $341,275 | 9.3K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.02% | $23,036 | 616 | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $753,631 | 20.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $98,308 | 2.7K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 0.02% | $24,241 | 658 | Q2 2026 |
| Fairscale Capital, LLC$145M AUM | 0.02% | $25,162 | 683 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $249,973 | 6.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 34.5K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.02% | $175,947 | 4.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $4M | 100.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $1M | 40.4K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.02% | $280,242 | 7.6K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $306,177 | 8.3K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $272,800 | 7.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $327,543 | 8.8K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.02% | $296M | 8.04M | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 54.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $296,906 | 7.9K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 35.6K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $360,471 | 9.8K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.02% | $31,584 | 836 | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $919,652 | 25.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $518,465 | 14.0K | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $48,090 | 1.3K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $527,291 | 14.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $845M | 22.93M | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $375,591 | 10.2K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $536,759 | 14.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $521,382 | 14.2K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.01% | $26,635 | 723 | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $268,273 | 7.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $466,026 | 12.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $23M | 618.3K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.01% | $54,855 | 1.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $589,319 | 16.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 133.2K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $70,917 | 1.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $354,542 | 9.6K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $213 | 5.7K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $87M | 2.30M | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $810,493 | 22.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $63,212 | 1.7K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $38M | 1.03M | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $383,917 | 10.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $3M | 93.7K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.01% | $239,866 | 6.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $603,366 | 16.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $67M | 1.82M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 162.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $188M | 5.15M | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $40,671 | 1.1K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 65.1K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $6M | 174.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 31.9K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.01% | $200,234 | 5.3K | Q3 2025OLDER |
| Bank & Trust Co$148M AUM | 0.01% | $17,094 | 464 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $252,642 | 6.9K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.01% | $418,279 | 11.5K | Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $20,449 | 555 | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.01% | $24,982 | 666 | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $836,295 | 22.7K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $31,599 | 845 | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.01% | $15,547 | 420 | Q2 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $217,924 | 5.8K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $676,909 | 18.4K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $615,148 | 16.4K | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $36,329 | 971 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $20M | 554.8K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $24,869 | 663 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $371,580 | 10.1K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $74,304 | 2.0K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.