HYDBISHARES TR
CUSIP 46435G250 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (HYDB) has 214 institutional holders in Filings Flow’s 13F database, together reporting 23.03M shares worth $1.1B as of Q1 2026. The largest reported holders are Renaissancere Holdings Ltd, Factory Mutual Insurance Co, and Wealthspire Advisors, LLC.
Institutional Holders
214
Q1 2026
Reported Value
$1.1B
Ticker
HYDB
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD$406M AUM | 57.92% | $235M | 5.06M | Q1 2026 |
| Boyd Wealth Management, LLC$236M AUM | 5.67% | $13M | 288.5K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 5.12% | $18M | 394.1K | Q1 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 4.40% | $6M | 134.1K | Q1 2026 |
| TL Private Wealth$273M AUM | 4.19% | $11M | 226.9K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 3.48% | $5M | 105.1K | Q1 2026 |
| Arch Global Advisors, LLC$192M AUM | 3.31% | $6M | 136.3K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 2.78% | $12M | 247.3K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 2.73% | $20M | 428.2K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 2.72% | $23M | 481.9K | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 2.41% | $18M | 385.9K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 1.90% | $5M | 105.4K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 1.85% | $17M | 357.6K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 1.80% | $7M | 139.9K | Q1 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 1.68% | $3M | 56.0K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 1.33% | $14M | 293.4K | Q1 2026 |
| MA Private Wealth$591M AUM | 1.23% | $7M | 155.8K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 1.15% | $2M | 47.2K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 1.11% | $98M | 2.12M | Q1 2026 |
| J.E. Simmons & Co., P.C.$150M AUM | 1.07% | $2M | 34.8K | Q4 2025OLDER |
| ROI Financial Advisors, LLC$167M AUM | 1.02% | $2M | 36.5K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.84% | $20M | 427.8K | Q3 2025OLDER |
| Systelligence, LLC$514M AUM | 0.68% | $4M | 75.4K | Q4 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 0.66% | $2M | 40.8K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.60% | $1M | 28.7K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.55% | $70M | 1.51M | Q1 2026 |
| DAHRING | CUSMANO LLC$163M AUM | 0.48% | $785,829 | 16.9K | Q1 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 0.47% | $3M | 54.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.46% | $17M | 373.8K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.43% | $812,914 | 17.1K | Q2 2025OLDER |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.39% | $1M | 31.4K | Q4 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.38% | $5M | 101.9K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.37% | $23M | 484.2K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.37% | $700,722 | 15.1K | Q1 2026 |
| Advisory Resource Group$581M AUM | 0.36% | $2M | 45.6K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.33% | $680,682 | 14.8K | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 0.32% | $380,645 | 8.0K | Q2 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.31% | $2M | 33.1K | Q1 2026 |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 0.31% | $379,790 | 8.1K | Q2 2025OLDER |
| Tidemark, LLC$393M AUM | 0.29% | $1M | 24.5K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.28% | $774,139 | 16.6K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.26% | $2M | 35.2K | Q4 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.26% | $494,049 | 10.4K | Q4 2025OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.24% | $338,666 | 7.3K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.23% | $5M | 101.2K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.21% | $2M | 42.3K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.20% | $652,490 | 14.0K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.20% | $245,988 | 5.1K | Q3 2025OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.20% | $585,049 | 12.2K | Q3 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.20% | $1M | 30.6K | Q1 2026 |
| Copperleaf Capital, LLC$209M AUM | 0.19% | $406,287 | 8.5K | Q3 2025OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.19% | $204,455 | 4.4K | Q1 2026 |
| Lansing Street Advisors$397M AUM | 0.19% | $648,081 | 13.7K | Q2 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.19% | $2M | 41.9K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.19% | $367,274 | 7.9K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.16% | $6M | 119.3K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.16% | $295,405 | 6.3K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.15% | $2M | 40.4K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.15% | $690,475 | 14.8K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 0.14% | $364,627 | 7.6K | Q3 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.14% | $10M | 217.4K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.14% | $589,723 | 12.7K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 0.13% | $291,675 | 6.3K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.12% | $2M | 36.9K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.12% | $331,308 | 7.0K | Q4 2025OLDER |
| 5T Wealth, LLC$253M AUM | 0.12% | $294,239 | 6.3K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.11% | $227,529 | 4.8K | Q2 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.11% | $450,685 | 9.7K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.11% | $881,783 | 18.4K | Q3 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.10% | $5M | 105.0K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 29.1K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.10% | $3M | 69.2K | Q1 2026 |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.10% | $679,778 | 14.6K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.09% | $1M | 31.7K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.09% | $215,159 | 4.5K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.09% | $2M | 33.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 86.3K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.08% | $459,456 | 9.6K | Q3 2025OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.08% | $358,818 | 7.6K | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.08% | $470,317 | 10.1K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.08% | $640,713 | 13.8K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.07% | $355,971 | 7.7K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.07% | $248,167 | 5.3K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 60.6K | Q3 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.06% | $479,761 | 10.3K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.06% | $239,633 | 5.0K | Q2 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 36.6K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.06% | $231,857 | 5.1K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.05% | $211,619 | 4.5K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.05% | $875,000 | 18.8K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.05% | $949,587 | 20.4K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $275,631 | 5.9K | Q1 2026 |
| Keystone Financial Group, Inc.$192M AUM | 0.05% | $94,886 | 2.0K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.05% | $344,360 | 7.4K | Q1 2026 |
| Invst, LLC$886M AUM | 0.04% | $313,431 | 6.7K | Q2 2025OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.04% | $278,609 | 6.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 116.6K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.04% | $244,770 | 5.3K | Q1 2026 |
| Midwest Capital Advisors, LLC$214M AUM | 0.04% | $81,875 | 1.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $8M | 172.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 122.8K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.04% | $561,961 | 12.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $3M | 58.3K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.04% | $9M | 200.0K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.03% | $200,129 | 4.3K | Q1 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $253,384 | 5.4K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $6M | 125.8K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.03% | $17M | 364.7K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 59.1K | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.03% | $113,871 | 2.4K | Q3 2025OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.03% | $222,658 | 4.7K | Q2 2025OLDER |
| Opus Capital Group, LLC$930M AUM | 0.03% | $268,000 | 5.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.03% | $4M | 77.3K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $471,674 | 10.1K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.03% | $794,754 | 16.6K | Q3 2025OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.03% | $78,246 | 1.7K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.03% | $139,577 | 2.9K | Q2 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 55.2K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 45.4K | Q3 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $1M | 23.0K | Q2 2025OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.02% | $32,285 | 694 | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $358,582 | 7.6K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $599,716 | 12.5K | Q3 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.02% | $201,246 | 4.3K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $280,288 | 5.9K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $820,750 | 17.3K | Q2 2025OLDER |
| Bravera Wealth$222M AUM | 0.02% | $43,636 | 938 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $575,573 | 12.4K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.02% | $31,820 | 684 | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.02% | $40,938 | 856 | Q1 2026 |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $208,084 | 4.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $902,644 | 19.4K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 22.8K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $3M | 72.0K | Q2 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $427,054 | 9.2K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $53,553 | 1.1K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.02% | $37,702 | 788 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $10M | 222.1K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $649,694 | 14.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $260,388 | 5.4K | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $3M | 57.4K | Q2 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 58.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $648,100 | 13.7K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $55M | 1.19M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 288.5K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $422,913 | 9.1K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $461,098 | 9.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 76.5K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $183,056 | 3.9K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $383,388 | 8.1K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $266,555 | 5.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $7M | 142.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 79.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 23.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $43M | 932.6K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 0.01% | $232,483 | 4.9K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $126,060 | 2.7K | Q2 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $201,106 | 4.3K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $548,416 | 11.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $668,228 | 14.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $614,669 | 13.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $33M | 719.9K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.01% | $22,822 | 477 | Q3 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $338,459 | 7.3K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 22.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $320,104 | 6.9K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $206,260 | 4.3K | Q3 2025OLDER |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.01% | $19,543 | 415 | Q2 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $220,342 | 4.7K | Q4 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $230,351 | 4.8K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $193,063 | 4.0K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $337,068 | 7.0K | Q3 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $364,323 | 7.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $366,840 | 7.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $231,898 | 5.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $573,990 | 12.3K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $16,331 | 344 | Q2 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $406,611 | 8.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $316,490 | 6.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 58.4K | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $8,182 | 171 | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $842,354 | 18.2K | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.01% | $19,035 | 402 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $66M | 1.43M | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $285,994 | 6.0K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $55,808 | 1.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 23.8K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $487,322 | 10.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $369,093 | 7.8K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $301,376 | 6.3K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $235,568 | 5.0K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $336,268 | 7.2K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $149,430 | 3.1K | Q2 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $163,886 | 3.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 59.3K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $7,118 | 153 | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $310,271 | 6.7K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $129,000 | 2.7K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $531,212 | 11.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 68.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $616,347 | 13.2K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $54,661 | 1.2K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 36.6K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $436,409 | 9.4K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.00% | $21,000 | 454 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $44,257 | 925 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $257,530 | 5.4K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 190.5K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $201,481 | 4.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $202,206 | 4.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $50,573 | 1.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $202,435 | 4.2K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $224,957 | 4.8K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 27.2K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $19,101 | 411 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $779,000 | 16.8K | Q1 2026 |
| Collier Financial$131M AUM | 0.00% | $2,528 | 54 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $34,056 | 732 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $11,148 | 233 | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $752,000 | 16.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $210,378 | 4.5K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $26,556 | 571 | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $2,841 | 60 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 32.2K | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $4,652 | 100 | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.00% | $6,513 | 140 | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $14,236 | 306 | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 0.00% | $31,489 | 677 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $386,174 | 8.2K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $15,677 | 337 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $37,050 | 796 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $941,784 | 19.7K | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $9,281 | 196 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $21M | 436.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $240,462 | 5.2K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $10,095 | 217 | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $2,510 | 53 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 36.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $682,402 | 14.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $122,627 | 2.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 154.9K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $137,849 | 2.9K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $836,789 | 18.0K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,285 | 48 | Q2 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $9,397 | 202 | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.00% | $3,349 | 70 | Q3 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $278,000 | 6.0K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $3,291 | 71 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $166,625 | 3.5K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 22.9K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $531,353 | 11.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $239,817 | 5.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $42,905 | 897 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $26,423 | 568 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $104,806 | 2.3K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $6,885 | 148 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $34,014 | 731 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $14,472 | 306 | Q4 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $7,103 | 150 | Q4 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $791 | 17 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $2,367 | 50 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $265,431 | 5.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $13,770 | 296 | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $8,839 | 190 | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $2,698 | 58 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $427 | 9 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $168,078 | 3.6K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $947 | 20 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,792 | 189 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,368 | 115 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 90.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $49,172 | 1.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 30.0K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $2,326 | 50 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $801,469 | 17.2K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.00% | $287 | 6 | Q3 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $451 | 10 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $574,801 | 12.4K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,419 | 52 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,780 | 79 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $610,761 | 13.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,753 | 37 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $372,000 | 8.0K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $2,710 | 57 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $465 | 10 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $379 | 8 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $718 | 15 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $465 | 10 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $23,241 | 486 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $702 | 15 | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $47 | 1 | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $47 | 1 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $9,634 | 207 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14,933 | 321 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1,003 | 22 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $326 | 7 | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $66 | 1 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $48 | 1 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $47 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.