ARTYISHARES TR
CUSIP 46435U556 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (ARTY) has 322 institutional holders in Filings Flow’s 13F database, together reporting 17.68M shares worth $814M as of Q1 2026. The largest reported holders are Morgan Stanley, Northwestern Mutual Wealth Management Co, and Bank Of America Corp /De/.
Institutional Holders
322
Q1 2026
Reported Value
$814M
Ticker
ARTY
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| McNaughton Wealth Management, LLC$282M AUM | 2.52% | $6M | 131.2K | Q1 2026 |
| BostonPremier Wealth LLC$194M AUM | 2.31% | $4M | 96.1K | Q1 2026 |
| Invera Wealth Advisors, LLC$156M AUM | 2.11% | $3M | 70.7K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 2.00% | $9M | 201.4K | Q1 2026 |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 1.93% | $5M | 110.7K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 1.68% | $44M | 954.9K | Q1 2026 |
| 5th Street Advisors, LLC$232M AUM | 1.57% | $4M | 78.5K | Q1 2026 |
| Hancock Prospecting Pty Ltd$3.3B AUM | 1.47% | $49M | 1.06M | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 1.36% | $4M | 88.5K | Q1 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 1.30% | $2M | 34.8K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 1.20% | $2M | 51.4K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 1.06% | $2M | 34.5K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.82% | $3M | 61.7K | Q1 2026 |
| Ardent Capital Management, Inc.$234M AUM | 0.81% | $2M | 40.9K | Q1 2026 |
| One Wealth Map LLC$213M AUM | 0.78% | $2M | 26.4K | Q1 2026 |
| Antonelli Financial Advisors, LLC$145M AUM | 0.68% | $990,000 | 21.3K | Q1 2026 |
| VVR Holdings LLC$194M AUM | 0.65% | $1M | 27.1K | Q1 2026 |
| Cladis Investment Advisory, LLC$182M AUM | 0.51% | $921,061 | 19.8K | Q1 2026 |
| Copperleaf Capital, LLC$209M AUM | 0.48% | $957,338 | 23.4K | Q2 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.47% | $8M | 169.3K | Q4 2025OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.42% | $1M | 22.8K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.40% | $1M | 25.2K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.39% | $4M | 94.4K | Q1 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.35% | $1M | 27.1K | Q3 2025OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.35% | $942,444 | 19.6K | Q4 2025OLDER |
| HERBST GROUP, LLC$183M AUM | 0.31% | $494,381 | 10.6K | Q1 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.29% | $514,032 | 10.7K | Q4 2025OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.28% | $696,227 | 15.0K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.27% | $3M | 56.4K | Q1 2026 |
| Old Peak Finance LLC$171M AUM | 0.26% | $441,478 | 9.5K | Q1 2026 |
| Berbice Capital Management LLC$153M AUM | 0.25% | $384,059 | 8.3K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.25% | $1M | 27.9K | Q1 2026 |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.24% | $166,174 | 4.1K | Q2 2025OLDER |
| Hudock, Inc.$680M AUM | 0.21% | $1M | 30.3K | Q1 2026 |
| Family Office Research LLC$230M AUM | 0.21% | $474,318 | 10.2K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.20% | $1M | 25.9K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.20% | $583,937 | 12.6K | Q1 2026 |
| Connecticut Capital Management Group, LLC$106M AUM | 0.19% | $202,146 | 4.3K | Q1 2026 |
| Plan A Wealth LLC$209M AUM | 0.18% | $371,914 | 8.0K | Q1 2026 |
| Matisse Capital$234M AUM | 0.17% | $408,438 | 8.8K | Q1 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.17% | $271,270 | 5.8K | Q1 2026 |
| Shira Ridge Wealth Management$287M AUM | 0.17% | $430,682 | 9.3K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 0.17% | $625,270 | 13.4K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 0.16% | $209,642 | 4.5K | Q1 2026 |
| AtlasMark Financial, Inc$155M AUM | 0.16% | $245,622 | 5.1K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.16% | $1M | 31.0K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.15% | $377,079 | 8.1K | Q1 2026 |
| Platform Technology Partners$519M AUM | 0.15% | $778,287 | 16.7K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.14% | $1M | 30.6K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.14% | $2M | 45.6K | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.14% | $248,936 | 5.3K | Q1 2026 |
| Next Level Wealth Planning, LLC$195M AUM | 0.13% | $255,357 | 5.5K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.13% | $207,511 | 4.3K | Q4 2025OLDER |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 0.12% | $232,650 | 5.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.12% | $11M | 227.9K | Q1 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 0.12% | $2M | 32.6K | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.12% | $438,685 | 9.4K | Q1 2026 |
| Riverbend Wealth Management, LLC$175M AUM | 0.12% | $205,476 | 4.4K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.10% | $272,201 | 5.8K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.10% | $275,644 | 5.9K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.10% | $6M | 128.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.10% | $5M | 105.3K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.09% | $3M | 54.7K | Q3 2025OLDER |
| GEM Asset Management, LLC$227M AUM | 0.09% | $202,075 | 4.0K | Q4 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.09% | $377,405 | 8.1K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.09% | $764,090 | 18.6K | Q2 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.08% | $488,446 | 10.5K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.08% | $671,364 | 14.7K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $387,083 | 8.3K | Q1 2026 |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.08% | $1M | 30.7K | Q1 2026 |
| ADVOCATE GROUP LLC$665M AUM | 0.08% | $514,343 | 11.1K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 0.08% | $359,294 | 7.7K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.07% | $604,760 | 13.0K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.07% | $532,215 | 11.4K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 0.07% | $397,366 | 8.5K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.07% | $2M | 45.8K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.06% | $265,035 | 5.7K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.05% | $339,390 | 7.3K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.05% | $239,490 | 5.1K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.05% | $229,337 | 3.7K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.05% | $442,035 | 9.5K | Q1 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.04% | $244,980 | 5.3K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $601,540 | 12.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.04% | $2M | 48.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $65M | 1.39M | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.04% | $477,918 | 10.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 40.1K | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 0.04% | $84,582 | 1.8K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.04% | $82,126 | 1.8K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.04% | $220,135 | 4.6K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.03% | $87,151 | 1.9K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $264,151 | 5.7K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.03% | $302,817 | 6.5K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.03% | $321,523 | 6.9K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.03% | $256,753 | 5.5K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.03% | $285,852 | 7.0K | Q2 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 46.8K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.03% | $18M | 388.3K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $711,351 | 15.3K | Q1 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $224,374 | 4.7K | Q4 2025OLDER |
| WFA of San Diego, LLC$125M AUM | 0.03% | $34,898 | 750 | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $993,002 | 21.3K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.03% | $74,030 | 1.6K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $301,561 | 6.5K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $2M | 48.4K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.03% | $521,898 | 11.2K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $522,078 | 10.8K | Q4 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 0.02% | $206,027 | 4.4K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 32.2K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $327,367 | 7.0K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $44,000 | 953 | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $39,550 | 850 | Q1 2026 |
| My Portfolio Guide, LLC$181M AUM | 0.02% | $41,039 | 882 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.02% | $87,058 | 1.9K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.02% | $65,933 | 1.4K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $114,836 | 2.5K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.02% | $202,356 | 4.2K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $457,888 | 11.2K | Q2 2025OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.02% | $252,891 | 5.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $12M | 250.2K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $275,225 | 5.9K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $835,612 | 18.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $361,585 | 7.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 23.7K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.02% | $79,101 | 1.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $680,269 | 14.6K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.02% | $39,644 | 852 | Q1 2026 |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.02% | $465,300 | 10.0K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.02% | $67,655 | 1.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 94.0K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $202,693 | 4.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $59M | 1.27M | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.02% | $203,121 | 4.4K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.02% | $116,547 | 2.4K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 33.1K | Q1 2026 |
| PFS Partners, LLC$218M AUM | 0.01% | $32,493 | 698 | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $242,000 | 5.0K | Q4 2025OLDER |
| Glassman Wealth Services$736M AUM | 0.01% | $103,483 | 2.2K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $221,990 | 4.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 24.3K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $18,612 | 400 | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $369,727 | 7.9K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $47,414 | 1.0K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $47,414 | 1.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $124,975 | 2.7K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $1M | 22.2K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $330,362 | 7.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 181.2K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $143,918 | 3.1K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $332,459 | 7.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 229.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $176,067 | 3.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 84.4K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $39,107 | 812 | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $445,503 | 9.7K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $22M | 481.1K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $366,654 | 7.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $43M | 933.1K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $48,298 | 1.1K | Q3 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.01% | $354,855 | 8.7K | Q2 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $778,369 | 16.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $229,160 | 4.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 40.7K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $257,670 | 8.2K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.01% | $125,445 | 2.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 156.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $250,848 | 5.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 35.5K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.01% | $25,008 | 546 | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $373,069 | 6.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $770,305 | 16.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $440,545 | 9.1K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $716,270 | 15.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 157.2K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.01% | $9,236 | 200 | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $289,080 | 6.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $126M | 2.61M | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $677,812 | 16.5K | Q2 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $46,937 | 1.0K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $609,217 | 13.1K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $325,352 | 4.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $257,544 | 5.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 23.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $391,643 | 8.4K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $29,706 | 638 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $698,888 | 15.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $214,401 | 4.5K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 84.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 382.0K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $9,585 | 206 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $231,673 | 5.0K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $8,329 | 179 | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $325,624 | 7.0K | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.01% | $5,816 | 125 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $108,553 | 2.3K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $67,736 | 1.5K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $215,434 | 4.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $78,605 | 1.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 39.0K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $100,984 | 2.1K | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $17,124 | 368 | Q1 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $7,957 | 171 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $64M | 1.38M | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $94,922 | 2.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $471,658 | 9.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $223,177 | 4.9K | Q3 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $21,265 | 457 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $317,995 | 6.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $176,969 | 3.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $260,692 | 5.6K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $26,217 | 639 | Q2 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $13,799 | 297 | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $5,072 | 109 | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $608,513 | 12.6K | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $4,336 | 90 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 44.5K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $49,648 | 1.1K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $5,444 | 117 | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $13,866 | 298 | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $10,469 | 225 | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $9,306 | 200 | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $37,224 | 800 | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.00% | $223,776 | 3.8K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 48.1K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $4,770 | 99 | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $489,764 | 10.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $598,693 | 12.9K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $45,450 | 955 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $131,241 | 2.8K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $452,504 | 9.7K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $59,605 | 1.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $849,632 | 17.6K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $259,126 | 5.6K | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.00% | $12,107 | 260 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 95.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $689,976 | 14.8K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.00% | $7,599 | 163 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $439,176 | 9.2K | Q1 2026 |
| Prudent Man Investment Management, Inc.$297M AUM | 0.00% | $8,336 | 173 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $509,085 | 10.9K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $33,734 | 725 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 59.5K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $28,113 | 589 | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $26,873 | 587 | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $6,980 | 150 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $24,800 | 533 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 35.7K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.00% | $4,653 | 100 | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $2,838 | 61 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 331.1K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $201,341 | 4.1K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $308,748 | 6.4K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $125,623 | 2.7K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $74,942 | 1.6K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $16M | 339.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $948,324 | 19.9K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.00% | $3,895 | 95 | Q2 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $51,000 | 1.1K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $29,082 | 625 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $343,582 | 8.4K | Q2 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $7,259 | 156 | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.00% | $13,956 | 300 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $14,970 | 322 | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $15,448 | 332 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 198.2K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $7,538 | 162 | Q1 2026 |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $125,631 | 2.7K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $233,394 | 5.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $356,195 | 7.4K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 185.5K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $685,806 | 14.7K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $5,889 | 126 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $48,717 | 1.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 109.4K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $381,971 | 7.9K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $223,624 | 4.8K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $63,216 | 1.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $767,001 | 16.5K | Q1 2026 |
| BankChampaign, National Association$101M AUM | 0.00% | $1,205 | 166 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $34,979 | 726 | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $17,994 | 387 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $7,259 | 156 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 58.5K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $3,443 | 74 | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $366,240 | 8.0K | Q3 2025OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $1,583 | 34 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $2,792 | 60 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $666,715 | 13.8K | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $9,772 | 210 | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $263,686 | 5.7K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $5,863 | 126 | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $9,306 | 200 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 117.3K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $18,860 | 460 | Q2 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $5,545 | 119 | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $9,398 | 202 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $26,569 | 571 | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 36.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $613,328 | 13.2K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $55,045 | 1.2K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $231,021 | 5.0K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $63,460 | 1.0K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $1,024 | 22 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $613,452 | 13.4K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,106 | 46 | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $684,781 | 14.7K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $25,406 | 546 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $393,597 | 8.5K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $135,449 | 2.9K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $47,917 | 1.2K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $6,654 | 143 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $82,544 | 1.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $142,738 | 3.1K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $9,306 | 200 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $2,233 | 48 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $17,309 | 372 | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $154,237 | 3.2K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $13,494 | 290 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,514 | 140 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 87.2K | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,652 | 56 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $232,836 | 5.0K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $276,035 | 5.7K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $345,537 | 7.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $11,819 | 254 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $33,734 | 725 | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $286,636 | 6.2K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $9,306 | 200 | Q1 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $1,209 | 26 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $111,983 | 2.4K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $4,653 | 100 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $2,747 | 60 | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $7,709 | 160 | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $293,898 | 6.1K | Q4 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.00% | $333 | 7 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $3,490 | 75 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $7,305 | 157 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $820 | 17 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,384 | 91 | Q4 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $1,643 | 40 | Q2 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $340,054 | 7.4K | Q3 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $504 | 11 | Q3 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $25,128 | 522 | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $1,070 | 23 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $187,237 | 4.0K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $465 | 10 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $27,918 | 600 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $124,282 | 2.7K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $1,060 | 22 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7M | 152.7K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $109,997 | 2.4K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,909 | 234 | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $2,420 | 52 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $150,850 | 3.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,280 | 49 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $558,825 | 12.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $167,555 | 3.6K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $187 | 4 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $10,165 | 218 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $26,103 | 561 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $9,156 | 200 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $7,584 | 163 | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $465 | 10 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $1,396 | 30 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $95 | 2 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $318,035 | 6.8K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $59,514 | 1.3K | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $3,676 | 79 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $11,000 | 251 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $560 | 12 | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2 | 1 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11,757 | 266 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $46 | 1 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.