ISHARES TR
CUSIP 46436E528
Ishares Tr has 183 institutional holders in Filings Flow’s 13F database, together reporting 27.67M shares worth $625M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Arrow Financial Corp.
Institutional Holders
183
Q1 2026
Reported Value
$625M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| STRAIGHTLINE GROUP LLC$201M AUM | 10.40% | $21M | 911.7K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 10.31% | $14M | 598.0K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 8.04% | $25M | 1.08M | Q3 2025OLDER |
| Hurley Capital, LLC$187M AUM | 7.03% | $13M | 571.8K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 6.87% | $25M | 1.11M | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 5.15% | $6M | 244.0K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 4.95% | $7M | 283.5K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 4.80% | $12M | 528.3K | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 3.80% | $11M | 463.8K | Q2 2026 |
| ARROW FINANCIAL CORP$994M AUM | 3.12% | $31M | 1.35M | Q1 2026OLDER |
| Marathon Mission, Inc.$200M AUM | 2.98% | $5M | 223.4K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 2.23% | $10M | 428.9K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 1.57% | $26M | 1.12M | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 1.39% | $2M | 100.5K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 1.28% | $3M | 131.5K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 1.27% | $3M | 137.0K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 1.19% | $5M | 226.3K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 1.04% | $2M | 101.3K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 1.03% | $4M | 163.6K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.98% | $2M | 84.4K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.84% | $4M | 186.4K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.82% | $2M | 73.7K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.82% | $917,678 | 39.8K | Q4 2025OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.82% | $2M | 80.5K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 0.80% | $4M | 172.8K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.72% | $3M | 118.2K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.69% | $1M | 61.8K | Q3 2025OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.68% | $2M | 68.4K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.61% | $2M | 102.7K | Q2 2026 |
| Ironwood Financial, llc$573M AUM | 0.52% | $3M | 131.0K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.47% | $11M | 476.5K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.45% | $710,215 | 30.9K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.43% | $458,850 | 20.1K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.40% | $2M | 66.5K | Q3 2025OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.38% | $896,068 | 38.8K | Q4 2025OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.37% | $945,609 | 41.2K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.37% | $9M | 398.9K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.37% | $576,848 | 25.1K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.35% | $2M | 96.3K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.34% | $878,332 | 38.3K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.34% | $792,224 | 33.9K | Q3 2025OLDER |
| TFR Capital, LLC.$326M AUM | 0.32% | $1M | 45.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.31% | $7M | 304.1K | Q3 2025OLDER |
| WRAPMANAGER INC$288M AUM | 0.29% | $822,574 | 35.8K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.28% | $905,111 | 39.4K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.25% | $546,694 | 23.4K | Q3 2025OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 0.24% | $375,733 | 16.4K | Q2 2026 |
| Carr Financial Group Corp$379M AUM | 0.23% | $870,794 | 37.9K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 0.23% | $940,557 | 41.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.22% | $3M | 126.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.20% | $4M | 192.3K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.20% | $2M | 77.2K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.20% | $554,925 | 24.5K | Q2 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.18% | $231,359 | 10.1K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.18% | $193,101 | 8.4K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.18% | $795,424 | 34.7K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.17% | $206,550 | 1 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.16% | $8M | 330.6K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 0.16% | $230,578 | 9.9K | Q3 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.15% | $1M | 46.6K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.15% | $737,983 | 32.0K | Q4 2025OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.14% | $2M | 85.4K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.13% | $278,584 | 12.1K | Q1 2026OLDER |
| Golden Reserve Retirement LLC$485M AUM | 0.13% | $653,432 | 28.5K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.13% | $215,123 | 9.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.13% | $6M | 259.4K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.12% | $593,303 | 25.9K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.12% | $566,970 | 24.7K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.12% | $383,543 | 16.6K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.11% | $4M | 155.4K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.11% | $321,300 | 14.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.11% | $2M | 93.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.10% | $9M | 389.4K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 0.10% | $324,345 | 13.9K | Q3 2025OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.09% | $666,383 | 29.0K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.09% | $567,358 | 24.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.09% | $1M | 53.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.08% | $7M | 284.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $16M | 685.6K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.07% | $399,904 | 17.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.07% | $19M | 820.8K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.07% | $539,001 | 23.0K | Q3 2025OLDER |
| High Falls Advisors, Inc$494M AUM | 0.07% | $333,781 | 14.5K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.07% | $722,076 | 31.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 76.5K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.06% | $240,975 | 10.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $7M | 318.5K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.06% | $482,847 | 21.0K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.06% | $260,366 | 11.3K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.06% | $982,581 | 42.8K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.05% | $364,813 | 15.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.05% | $3M | 117.1K | Q2 2026 |
| REBALANCE, LLC$1.7B AUM | 0.05% | $807,331 | 35.2K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.04% | $412,990 | 18.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $8M | 338.0K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $693,618 | 30.2K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.04% | $344,861 | 15.0K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.04% | $577,907 | 25.5K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 108.6K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.04% | $352,053 | 15.3K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.04% | $265,899 | 11.6K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.04% | $505,696 | 21.9K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 77.1K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.04% | $169,899 | 7.4K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.03% | $708,788 | 30.3K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $837,055 | 36.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 102.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $248,985 | 10.8K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $316,941 | 14.0K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.03% | $227,618 | 9.9K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $323,572 | 14.1K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $200,761 | 8.7K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.02% | $207,129 | 9.0K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $428,656 | 18.7K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.02% | $51,247 | 2.2K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $490,833 | 21.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 184.7K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.02% | $228,398 | 10.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 54.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 238.2K | Q2 2026 |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.02% | $243,306 | 10.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $261,630 | 11.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $617,722 | 26.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $250,848 | 10.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $24M | 1.07M | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.01% | $2M | 70.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $496,386 | 21.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $47M | 2.05M | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $15,675 | 683 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $664,130 | 28.9K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $395,474 | 17.2K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $386,749 | 17.1K | Q2 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.01% | $311,211 | 13.7K | Q2 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $206,119 | 9.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 88.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 150.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 418.2K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.01% | $693,136 | 30.2K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $306,903 | 13.4K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $310,867 | 13.7K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $248,041 | 10.7K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $157,983 | 6.8K | Q4 2025OLDER |
| Napier Financial, LLC$436M AUM | 0.01% | $33,828 | 1.5K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.01% | $9,015 | 398 | Q2 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $226,147 | 9.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $252,403 | 10.8K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $107,062 | 4.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 52.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $67,817 | 3.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $335,339 | 14.5K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $382,415 | 16.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 664.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $23M | 1.02M | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $463,299 | 20.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $238,149 | 10.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 111.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $220,136 | 9.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 89.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $790,735 | 34.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $523,281 | 22.8K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $8,813 | 384 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $8,395 | 366 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $8,395 | 366 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $38M | 1.65M | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $301,907 | 13.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $391,004 | 17.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 840.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $92,925 | 4.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $697,709 | 30.2K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $480,825 | 21.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 291.8K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 132.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 191.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $533,642 | 23.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $65,450 | 2.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $473,711 | 20.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 196.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $634,333 | 27.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $256,752 | 11.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $55,998 | 2.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $110,022 | 4.8K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $434,971 | 19.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 120.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $199,320 | 8.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $294,494 | 12.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $7,500 | 327 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $83,515 | 3.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $25,865 | 1.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $109,403 | 4.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $287,472 | 12.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,609 | 418 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $648,338 | 28.3K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $66,664 | 2.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $1,997 | 87 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $357 | 15 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $200,063 | 8.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 68.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $9,180 | 400 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $23 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $20,979 | 914 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7,823 | 341 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.