ISHARES TR
CUSIP 46436E759
Ishares Tr has 243 institutional holders in Filings Flow’s 13F database, together reporting 7.89M shares worth $573M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Blackrock, Inc., and Ima Advisory Services, Inc..
Institutional Holders
243
Q1 2026
Reported Value
$573M
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 |
|---|---|---|---|---|
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 9.40% | $18M | 237.3K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 5.42% | $56M | 736.6K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 3.38% | $8M | 106.5K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 3.30% | $5M | 62.3K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 3.22% | $5M | 66.5K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 2.18% | $3M | 44.2K | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 1.25% | $1M | 16.9K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 1.17% | $3M | 34.3K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 1.10% | $1M | 15.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 1.05% | $2M | 32.4K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.94% | $3M | 39.4K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 0.87% | $1M | 19.7K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.68% | $3M | 33.2K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.67% | $1M | 13.3K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.65% | $4M | 57.2K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.62% | $2M | 21.6K | Q2 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.60% | $722,962 | 9.6K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 0.60% | $2M | 31.1K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.50% | $2M | 20.0K | Q2 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.49% | $4M | 49.0K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.42% | $507,965 | 6.7K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 0.38% | $418,748 | 5.5K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.37% | $434,592 | 5.8K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.34% | $6M | 84.6K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.30% | $2M | 24.8K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.28% | $800,254 | 10.6K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.28% | $2M | 29.4K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.27% | $2M | 20.7K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.26% | $746,389 | 9.9K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.26% | $2M | 20.6K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.21% | $464,732 | 6.2K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.20% | $290,287 | 3.8K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.19% | $1M | 19.3K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.19% | $3M | 38.5K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.18% | $8M | 104.2K | Q1 2026OLDER |
| Financial Advisors, LLC$564M AUM | 0.18% | $1M | 13.4K | Q3 2025OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.17% | $1M | 15.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.17% | $193,634 | 2.6K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.15% | $1M | 17.7K | Q2 2026 |
| Humankind Investments LLC$175M AUM | 0.14% | $323,073 | 4.3K | Q4 2025OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.14% | $1M | 13.9K | Q2 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.14% | $312,199 | 3.9K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.13% | $256,228 | 3.4K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.12% | $284,899 | 3.8K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.12% | $536,676 | 7.1K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.12% | $11M | 149.2K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.12% | $328,887 | 4.4K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.12% | $3M | 33.6K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.11% | $292,444 | 3.9K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.11% | $621,089 | 8.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.11% | $1M | 13.5K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 0.11% | $345,108 | 4.6K | Q1 2026OLDER |
| Aufman Associates Inc$204M AUM | 0.10% | $212,717 | 2.8K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.10% | $201,955 | 2.7K | Q4 2025OLDER |
| MA Private Wealth$591M AUM | 0.10% | $603,374 | 8.0K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.10% | $292,850 | 3.9K | Q3 2025OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.10% | $112,044 | 1.5K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.09% | $610,752 | 8.1K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.09% | $216,686 | 2.9K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.09% | $6M | 75.7K | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.09% | $16M | 212.2K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.09% | $290,257 | 3.8K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.08% | $590,321 | 7.8K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.08% | $271,376 | 3.6K | Q3 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.08% | $226,350 | 3.0K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.08% | $261,057 | 3.5K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.08% | $255,625 | 3.4K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.07% | $3M | 33.1K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $234,272 | 3.1K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.07% | $289,124 | 3.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $451,107 | 6.0K | Q3 2025OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.06% | $554,303 | 6.6K | Q2 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.06% | $901,170 | 10.7K | Q2 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 0.06% | $943,874 | 12.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.06% | $4M | 47.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $13M | 178.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.05% | $6M | 74.5K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.05% | $247,476 | 3.3K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 0.05% | $284,145 | 3.8K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.05% | $495,164 | 5.9K | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $453,970 | 6.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.05% | $1M | 18.2K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.05% | $258,705 | 3.4K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.04% | $226,930 | 3.0K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.04% | $445,113 | 5.9K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.04% | $102,159 | 1.4K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.04% | $176,143 | 2.3K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $968,552 | 12.8K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.04% | $1M | 18.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 14.9K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 0.04% | $272,133 | 3.6K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.04% | $123,964 | 1.6K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.04% | $2M | 30.8K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $284,899 | 3.8K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.04% | $203,075 | 2.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.03% | $209,579 | 2.6K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.03% | $74,771 | 991 | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.03% | $996,068 | 11.9K | Q2 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.03% | $188,625 | 2.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $28M | 374.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $344,308 | 4.6K | Q4 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $408,260 | 5.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $31,614 | 419 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $84M | 1.11M | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 15.1K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.02% | $213,719 | 2.8K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.02% | $696,328 | 9.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $467,419 | 6.2K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $128,397 | 1.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 23.4K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $926,224 | 12.3K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.02% | $35,193 | 416 | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $423,124 | 5.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $150,485 | 2.0K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $46,930 | 622 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 25.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $757,895 | 10.0K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.02% | $359,246 | 4.8K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $62,698 | 831 | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.01% | $167,348 | 2.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $418,371 | 5.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $296,771 | 3.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $299,539 | 4.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $61,171 | 798 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 30.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $690,745 | 9.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 13.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 55.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $45,949 | 609 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 55.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $577,062 | 7.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $358,577 | 4.2K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $284,899 | 3.8K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $229,163 | 3.0K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 14.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $133,224 | 1.8K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.01% | $136,491 | 1.8K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 43.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $223,920 | 3.0K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 16.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $395,334 | 5.2K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $136,942 | 1.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 111.1K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $3M | 34.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $263,849 | 3.5K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $435,125 | 5.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 26.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $291,727 | 3.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $482,139 | 6.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 18.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $878,842 | 11.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 15.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $27M | 359.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 14.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $14,044 | 166 | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $202,355 | 2.4K | Q2 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM | 0.01% | $95,444 | 1.3K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $405,846 | 5.4K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $215,712 | 2.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $188,776 | 2.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 63.6K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.01% | $6,157 | 84 | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.00% | $108,648 | 1.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 29.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $873,334 | 11.6K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $48,095 | 635 | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $309,732 | 4.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.00% | $456,774 | 6.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $338,429 | 4.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $216,128 | 2.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $67,830 | 899 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 16.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $321,568 | 4.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $8,375 | 111 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $42,134 | 558 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $456,548 | 6.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 33.1K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $9,809 | 130 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $605,040 | 8.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 29.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $284,220 | 3.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $791,471 | 10.5K | Q2 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $8,719 | 116 | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $36,065 | 478 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $225,671 | 3.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $525,523 | 7.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $228,462 | 3.0K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $4,377 | 58 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $150,372 | 2.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $482,088 | 6.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 21.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $553,012 | 7.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $54,888 | 727 | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.00% | $3M | 35.4K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 18.2K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $3,583 | 47 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $71,149 | 943 | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $208,468 | 2.8K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $996,619 | 13.2K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $14,864 | 197 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $92,706 | 1.2K | Q3 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.00% | $309,345 | 4.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $274,261 | 3.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $267,093 | 3.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $11M | 141.9K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $4,527 | 60 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $63M | 841.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $83,070 | 1.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 22.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15M | 210.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $8,677 | 115 | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $158,068 | 2.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $741,178 | 9.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 16.6K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,132 | 15 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 62.0K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 48.5K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $13,204 | 175 | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $6,640 | 88 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $302,278 | 4.0K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 54.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $108,497 | 1.4K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $301,800 | 4.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 55.5K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $17,957 | 238 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $224,313 | 3.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $254,993 | 3.3K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 23.9K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $970,362 | 12.9K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $902 | 12 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 13.9K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $679 | 9 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $12,928 | 172 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 15.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 20.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $151,051 | 2.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 43.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $82,940 | 1.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 22.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $62,397 | 827 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,660 | 22 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,226 | 16 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $7,545 | 100 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $155,568 | 2.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $33,521 | 446 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $13,430 | 178 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $126,982 | 1.7K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $51,115 | 679 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $981 | 13 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,509 | 20 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $520,002 | 6.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $830 | 11 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $25,653 | 340 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $364 | 5 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $50,099 | 664 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,641 | 35 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $2,414 | 32 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $26 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.