AOMISHARES TR
CUSIP 464289875 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (AOM) has 291 institutional holders in Filings Flow’s 13F database, together reporting 13.26M shares worth $628M as of Q1 2026. The largest reported holders are Blackrock, Inc., Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
291
Q1 2026
Reported Value
$628M
Ticker
AOM
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Weitzel Financial Services, Inc.$265M AUM | 5.59% | $15M | 313.1K | Q1 2026 |
| AJ Advisors, LLC$270M AUM | 4.83% | $13M | 274.9K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 3.26% | $4M | 79.8K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 2.50% | $4M | 93.3K | Q3 2025OLDER |
| Taylor Financial Group, Inc.$165M AUM | 2.23% | $4M | 77.6K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 1.99% | $8M | 176.4K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 1.80% | $7M | 149.3K | Q1 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 1.54% | $12M | 260.0K | Q1 2026 |
| VVR Holdings LLC$194M AUM | 1.50% | $3M | 61.3K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 1.31% | $3M | 56.7K | Q1 2026 |
| LifePlan Financial, LLC$135M AUM | 1.31% | $2M | 37.3K | Q1 2026 |
| Consilium Wealth Advisory, LLC$293M AUM | 1.24% | $4M | 76.6K | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.75% | $1M | 27.2K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.70% | $7M | 149.7K | Q1 2026 |
| Fort Henry Capital, LLC$165M AUM | 0.65% | $1M | 22.7K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.63% | $2M | 32.7K | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.60% | $988,281 | 20.9K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.59% | $2M | 36.0K | Q1 2026 |
| Manske Wealth Management$357M AUM | 0.56% | $2M | 42.0K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.53% | $669,386 | 14.1K | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 0.52% | $4M | 81.2K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.50% | $5M | 110.5K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.47% | $2M | 44.2K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.47% | $3M | 70.8K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.46% | $1M | 25.3K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.40% | $4M | 77.7K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.37% | $1M | 31.0K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.35% | $1M | 31.6K | Q1 2026 |
| Dentgroup LLC$146M AUM | 0.34% | $492,096 | 10.3K | Q4 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.33% | $807,503 | 17.0K | Q1 2026 |
| Wealth Forward, LLC$177M AUM | 0.33% | $585,020 | 12.3K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.33% | $1M | 21.3K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.33% | $27M | 560.0K | Q1 2026 |
| Enclave Advisors LLC$729M AUM | 0.30% | $2M | 46.3K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.29% | $1M | 24.3K | Q1 2026 |
| Maxele Advisors, LLC$123M AUM | 0.29% | $353,978 | 7.4K | Q4 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.28% | $2M | 32.0K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.27% | $541,250 | 11.4K | Q1 2026 |
| MKD WEALTH COACHES, LLC$102M AUM | 0.26% | $269,187 | 5.7K | Q1 2026 |
| POTENTIA WEALTH$259M AUM | 0.25% | $655,364 | 13.8K | Q1 2026 |
| Kastel Capital Advisors, LLC$158M AUM | 0.25% | $402,851 | 8.4K | Q1 2026 |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.24% | $570,428 | 12.0K | Q1 2026 |
| Phil A. Younker & Associates, Ltd.$150M AUM | 0.24% | $360,438 | 7.6K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.24% | $7M | 140.7K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.23% | $509,487 | 10.7K | Q1 2026 |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.23% | $258,515 | 5.6K | Q2 2025OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.22% | $2M | 49.5K | Q1 2026 |
| Mendel Capital Management LLC$199M AUM | 0.22% | $439,591 | 9.3K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.22% | $487,938 | 10.3K | Q3 2025OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.22% | $254,970 | 5.4K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.22% | $317,232 | 6.7K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 0.21% | $2M | 51.1K | Q2 2025OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.21% | $959,560 | 20.3K | Q1 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 0.20% | $227,518 | 4.8K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.20% | $5M | 115.9K | Q1 2026 |
| SimpliFi, Inc.$238M AUM | 0.18% | $430,371 | 9.1K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.18% | $1M | 21.9K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.18% | $499,333 | 10.5K | Q1 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.17% | $1M | 30.6K | Q1 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.17% | $348,906 | 7.3K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.16% | $5M | 95.3K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.16% | $490,990 | 10.4K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.16% | $564,657 | 11.9K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.15% | $837,200 | 17.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.14% | $4M | 75.9K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.14% | $1M | 26.1K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.14% | $200,422 | 4.2K | Q1 2026 |
| MPS Loria Financial Planners, LLC$379M AUM | 0.13% | $508,027 | 10.7K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.13% | $232,983 | 4.9K | Q1 2026 |
| Madrid Financial Services$169M AUM | 0.13% | $213,882 | 4.5K | Q1 2026 |
| Columbia River Financial Group, LLC$172M AUM | 0.12% | $215,000 | 4.5K | Q1 2026 |
| KilterHowling LLC$198M AUM | 0.12% | $236,850 | 5.0K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 0.11% | $417,685 | 8.8K | Q4 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.11% | $250,984 | 5.3K | Q3 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.11% | $273,937 | 5.8K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.10% | $453,879 | 9.6K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 0.10% | $242,190 | 5.1K | Q1 2026 |
| Northstar Group, Inc.$707M AUM | 0.10% | $724,524 | 15.3K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.10% | $607,914 | 12.8K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.10% | $1M | 23.8K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 0.10% | $248,137 | 5.7K | Q3 2025OLDER |
| Legacy Financial Group LLC$795M AUM | 0.10% | $799,892 | 16.9K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.10% | $386,160 | 8.2K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.10% | $221,407 | 4.7K | Q1 2026 |
| American Trust$1.1B AUM | 0.10% | $1M | 23.6K | Q1 2026 |
| Mason & Associates, LLC$437M AUM | 0.10% | $380,797 | 8.3K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.09% | $1M | 27.9K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.09% | $397,422 | 8.4K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.09% | $376,163 | 7.9K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.09% | $572,150 | 12.1K | Q1 2026 |
| SSA SWISS ADVISORS AG$215M AUM | 0.09% | $191,023 | 4.0K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.09% | $119,420 | 2.5K | Q1 2026 |
| Heirloom Wealth Management$555M AUM | 0.09% | $478,721 | 10.1K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.08% | $226,476 | 4.8K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.08% | $436,136 | 9.2K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.08% | $262,897 | 5.5K | Q4 2025OLDER |
| TPG Financial Advisors, LLC$307M AUM | 0.08% | $252,198 | 5.3K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.08% | $727,403 | 15.4K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.08% | $1M | 22.7K | Q1 2026 |
| Syverson Strege & Co$416M AUM | 0.07% | $304,063 | 6.4K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.07% | $903,441 | 19.1K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.07% | $268,926 | 5.7K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.07% | $497,432 | 10.5K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.07% | $3M | 66.2K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.07% | $2M | 49.7K | Q1 2026 |
| Leading Edge Financial Planning LLC$475M AUM | 0.07% | $312,500 | 6.6K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.06% | $1M | 29.0K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.06% | $375,881 | 7.9K | Q1 2026 |
| Aquire Wealth Advisors, LLC$381M AUM | 0.05% | $206,671 | 4.3K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $909,461 | 19.2K | Q1 2026 |
| Adams Wealth Management$455M AUM | 0.05% | $237,123 | 5.0K | Q4 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.05% | $386,368 | 8.4K | Q2 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.05% | $697,050 | 14.7K | Q1 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.05% | $176,170 | 3.7K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.05% | $398,476 | 8.4K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 0.05% | $387,129 | 8.2K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.04% | $237,123 | 5.0K | Q4 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.04% | $260,600 | 3.0K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.04% | $325,663 | 6.6K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.04% | $770,331 | 16.3K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.04% | $2M | 35.4K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.04% | $3M | 73.2K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.04% | $57,140 | 1.2K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $495,177 | 10.5K | Q1 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.04% | $229,432 | 4.8K | Q3 2025OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.04% | $236,850 | 5.0K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.04% | $903,819 | 19.1K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.04% | $68,111 | 1.4K | Q4 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.04% | $305,537 | 6.5K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $297,626 | 6.3K | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 0.03% | $252,228 | 5.2K | Q4 2025OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.03% | $444,142 | 9.4K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.03% | $244,240 | 5.2K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.03% | $99,380 | 2.1K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $395,113 | 8.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 84.8K | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.03% | $77,301 | 1.6K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 21.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $905,248 | 19.1K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 21.9K | Q1 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.03% | $221,227 | 4.8K | Q2 2025OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.03% | $75,603 | 1.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 27.9K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $604,821 | 12.8K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $757,895 | 17.3K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.03% | $254,673 | 5.4K | Q3 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $331,962 | 7.0K | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $128,760 | 2.7K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.02% | $207,104 | 4.4K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.02% | $488,000 | 10.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $500,909 | 10.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 30.0K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.02% | $242,658 | 5.1K | Q3 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.02% | $225,177 | 4.7K | Q3 2025OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.02% | $51,006 | 1.1K | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.02% | $75,491 | 1.6K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $436,014 | 9.1K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.02% | $613,570 | 13.0K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 0.02% | $252,972 | 5.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.02% | $481,800 | 10.2K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $29,959 | 632 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $90,147 | 1.9K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $917,579 | 19.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $60M | 1.26M | Q1 2026 |
| My Portfolio Guide, LLC$181M AUM | 0.02% | $28,298 | 597 | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $711,216 | 15.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $680,644 | 14.8K | Q2 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $552,291 | 11.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $6M | 125.1K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $226,614 | 4.7K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $935,447 | 19.7K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $94,261 | 2.0K | Q2 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.01% | $151,239 | 3.2K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $270,019 | 5.7K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.01% | $17,080 | 371 | Q2 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $370,972 | 7.8K | Q4 2025OLDER |
| Evensky & Katz LLC$1.8B AUM | 0.01% | $237,000 | 5.0K | Q3 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $237,466 | 5.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $251,450 | 5.3K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $275,003 | 5.8K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $678,813 | 14.3K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.01% | $217,144 | 4.6K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $366,756 | 7.7K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $450,000 | 9.5K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.01% | $45,611 | 959 | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $15,158 | 320 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 57.8K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.01% | $304,542 | 6.4K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $58,759 | 1.2K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $715,560 | 15.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 60.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 215.8K | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.01% | $26,054 | 550 | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $238,636 | 5.0K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $187,802 | 4.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 151.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 155.8K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $24,291 | 513 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $319,315 | 6.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 23.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $376,304 | 7.9K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $112,740 | 2.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $636,156 | 13.4K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $418,464 | 8.8K | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $23,685 | 500 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $226,902 | 4.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $694,281 | 14.7K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $20,976 | 443 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $82,138 | 1.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $226,713 | 4.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 68.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $350,098 | 7.4K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $138,557 | 2.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $100,263 | 2.1K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.01% | $21,000 | 465 | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $536,663 | 11.3K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $81,855 | 1.7K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $19,304 | 404 | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $321,990 | 6.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 89.3K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $451,811 | 9.5K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $70,581 | 1.5K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $106,572 | 2.3K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $65,182 | 1.4K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $986,270 | 21.4K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $838,579 | 17.6K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.01% | $24,708 | 522 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $15,306 | 324 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $71,310 | 1.5K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $504,660 | 10.7K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $226,677 | 4.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $260,177 | 5.4K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $200,929 | 4.4K | Q2 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $198,480 | 4.2K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $11,343 | 238 | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $59,165 | 1.2K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $17,399 | 367 | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $382,750 | 8.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 24.2K | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $17,290 | 365 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 77.0K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $52,540 | 1.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $664,473 | 14.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $670,389 | 14.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $596,185 | 12.6K | Q1 2026 |
| Navalign, LLC$396M AUM | 0.00% | $12,983 | 272 | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $284,363 | 6.0K | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.00% | $17,127 | 372 | Q2 2025OLDER |
| Gould Capital, LLC$165M AUM | 0.00% | $4,374 | 95 | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $12M | 262.4K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $208,854 | 4.4K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $993,870 | 21.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $465,606 | 9.8K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 336.7K | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $12,649 | 265 | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $267,750 | 5.7K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $4,026 | 85 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 293.2K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $6,395 | 135 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $143M | 3.03M | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $224,638 | 4.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $41M | 856.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $283,954 | 6.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $215,439 | 4.5K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $10,232 | 216 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $246,744 | 5.2K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $3,103 | 65 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $122,312 | 2.6K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $115,119 | 2.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $721,648 | 15.2K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,932 | 83 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $160,063 | 3.4K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $19,185 | 405 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 37.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 28.2K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.00% | $25,414 | 552 | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 102.1K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $30,853 | 649 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $301,482 | 6.4K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $31,407 | 663 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 33.9K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $383,365 | 8.1K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $28,033 | 587 | Q4 2025OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $6,063 | 128 | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.00% | $8,581 | 186 | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $393,645 | 8.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $236,376 | 5.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $203,001 | 4.3K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $28,185 | 595 | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $259,777 | 5.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 80.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 287.5K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.00% | $2,660 | 30 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $862,109 | 18.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $582,917 | 12.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $186,959 | 3.9K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $20,954 | 439 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 30.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $383,866 | 8.1K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $262,515 | 5.5K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $19,171 | 405 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $244,239 | 5.2K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $39,492 | 900 | Q2 2025OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.00% | $761 | 16 | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $213,000 | 4.5K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $18,000 | 383 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $277,883 | 5.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $12,614 | 270 | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $236,000 | 5.0K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $332,964 | 7.0K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $77,924 | 1.6K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $17,148 | 362 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $19,469 | 411 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $26,883 | 565 | Q3 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $9,281 | 196 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $4,026 | 85 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $4,737 | 100 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $11,000 | 234 | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $619 | 13 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $56,039 | 1.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 33.5K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $3,553 | 75 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $2,093 | 44 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 67.2K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $161,816 | 3.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $482,737 | 10.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $263,715 | 5.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $370,428 | 7.8K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,449 | 52 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $2,904 | 61 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $700,934 | 14.8K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $4,568 | 96 | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $620 | 13 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $382,750 | 8.1K | Q1 2026 |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.00% | $2,635 | 56 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $34,296 | 724 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $6,276 | 132 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $230,200 | 5.0K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $5,163 | 109 | Q1 2026 |
| Aventus Investment Advisors, Inc.$118M AUM | 0.00% | $47 | 1 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $244,571 | 5.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $41,827 | 883 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,092 | 86 | Q3 2025OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 0.00% | $755 | 16 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $53,545 | 1.2K | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,321 | 239 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,466 | 31 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $223,273 | 4.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $2,516 | 53 | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $31 | 1 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,563 | 33 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $47 | 1 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,193 | 25 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.