IATISHARES TR
CUSIP 464288778 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IAT) has 167 institutional holders in Filings Flow’s 13F database, together reporting 4.47M shares worth $240M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
167
Q1 2026
Reported Value
$240M
Ticker
IAT
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $28M | 521.2K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20M | 384.1K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $15M | 272.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 244.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 193.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $10M | 190.9K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.48% | $10M | 190.8K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $10M | 193.0K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 143.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.01% | $7M | 134.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 116.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 115.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 112.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 107.4K | Q1 2026 |
| Norris Financial Group, LLC$108M AUM | 3.21% | $4M | 77.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 80.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 82.5K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 72.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 71.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 67.5K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.02% | $4M | 67.5K | Q3 2025OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.59% | $3M | 64.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 63.9K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.10% | $3M | 58.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 57.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 56.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 48.9K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 45.6K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.04% | $2M | 45.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.06% | $2M | 43.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 42.0K | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 1.01% | $2M | 41.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $2M | 40.1K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 0.40% | $2M | 33.5K | Q2 2025OLDER |
| Westwind Capital$422M AUM | 0.36% | $2M | 28.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 27.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 27.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $1M | 26.5K | Q1 2026 |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.12% | $1M | 23.7K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 25.1K | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 22.5K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.30% | $1M | 21.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 21.2K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $1M | 20.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 20.3K | Q1 2026 |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.24% | $1M | 20.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 19.0K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.02% | $995,179 | 18.5K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.59% | $984,518 | 18.3K | Q1 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 0.27% | $984,428 | 17.9K | Q4 2025OLDER |
| Cutler Capital Management, LLC$370M AUM | 0.26% | $969,120 | 18.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $916,527 | 17.0K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $862,655 | 18.5K | Q1 2026 |
| Asempa Wealth Advisors$115M AUM | 0.72% | $823,891 | 15.1K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $780,680 | 14.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $770,827 | 14.3K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $742,992 | 13.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $724,249 | 13.5K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $711,325 | 12.9K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $589,068 | 10.9K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $576,000 | 11.6K | Q2 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.02% | $555,456 | 11.2K | Q2 2025OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.04% | $551,430 | 10.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $543,482 | 10.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $527,405 | 9.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $523,809 | 9.7K | Q1 2026 |
| Gallagher Capital Advisors, LLC$148M AUM | 0.35% | $517,698 | 9.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $514,549 | 9.3K | Q4 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.11% | $492,098 | 9.1K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $490,000 | 9.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $488,332 | 9.1K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.03% | $482,945 | 9.0K | Q1 2026 |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.01% | $471,667 | 9.0K | Q3 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $460,832 | 8.8K | Q3 2025OLDER |
| INVESTED ADVISORS$99M AUM | 0.65% | $449,240 | 8.9K | Q3 2025OLDER |
| Dentgroup LLC$146M AUM | 0.31% | $446,106 | 8.1K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $443,372 | 8.2K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $438,258 | 8.1K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $430,720 | 8.0K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.07% | $429,938 | 8.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $427,525 | 7.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $420,813 | 7.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $419,871 | 7.8K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $411,544 | 8.2K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $397,662 | 7.4K | Q1 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 0.11% | $396,378 | 7.4K | Q1 2026 |
| Viewpoint Capital Management LLC$214M AUM | 0.18% | $392,494 | 7.3K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $377,935 | 6.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $373,184 | 6.9K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.15% | $368,589 | 6.8K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $353,000 | 6.7K | Q3 2025OLDER |
| NEVILLE RODIE & SHAW INC$1.5B AUM | 0.03% | $349,000 | 6.5K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.02% | $345,000 | 6.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $336,782 | 6.4K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $329,797 | 6.0K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $316,395 | 6.0K | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $315,180 | 6.0K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $311,477 | 5.3K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.13% | $306,820 | 5.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $292,351 | 5.4K | Q1 2026 |
| Ballew Advisors, Inc$194M AUM | 0.16% | $291,625 | 5.7K | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $288,959 | 5.4K | Q1 2026 |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $287,497 | 5.2K | Q4 2025OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$674M AUM | 0.06% | $277,232 | 5.6K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $275,715 | 5.1K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.01% | $275,000 | 5.1K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $274,731 | 5.1K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.04% | $266,939 | 5.0K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.01% | $265,935 | 5.4K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $263,396 | 4.8K | Q4 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.02% | $263,000 | 5.0K | Q3 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $250,270 | 4.5K | Q4 2025OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $246,587 | 4.6K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.02% | $239,588 | 4.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $230,543 | 4.3K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $225,536 | 4.2K | Q1 2026 |
| Avail Investment Partners, LLC$94M AUM | 0.24% | $225,000 | 4.2K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $223,065 | 4.1K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.01% | $220,206 | 4.1K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.03% | $219,398 | 4.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $216,708 | 3.9K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $216,682 | 4.4K | Q2 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $213,348 | 3.9K | Q4 2025OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $208,684 | 3.9K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $207,930 | 3.9K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.04% | $205,971 | 3.7K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $202,207 | 3.8K | Q1 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.02% | $201,997 | 4.2K | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.06% | $193,282 | 3.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $177,531 | 3.6K | Q2 2025OLDER |
| Finley Financial, LLC$248M AUM | 0.08% | $161,520 | 3.0K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.05% | $160,443 | 3.0K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.08% | $159,057 | 3.0K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $134,096 | 2.5K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $132,281 | 2.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $115,778 | 2.1K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.00% | $108,000 | 1.9K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $105,625 | 1.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $104,430 | 1.9K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $100,745 | 1.9K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $97,223 | 1.8K | Q1 2026 |
| Luken Investment Analytics, LLC$261M AUM | 0.04% | $94,220 | 1.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $93,359 | 1.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $91,420 | 1.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $84,367 | 1.6K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $80,371 | 1.5K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $79,037 | 1.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $76,383 | 1.4K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.02% | $74,510 | 1.4K | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.02% | $74,277 | 1.4K | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.02% | $74,084 | 1.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $71,914 | 1.4K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $70,426 | 1.3K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $70,361 | 1.4K | Q2 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.01% | $68,916 | 1.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $64,608 | 1.2K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $60,947 | 1.1K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $59,797 | 1.1K | Q1 2026 |
| KERR FINANCIAL PLANNING Corp$90M AUM | 0.04% | $58,490 | 1.0K | Q1 2026 |
| City State Bank$385M AUM | 0.01% | $56,532 | 1.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $56,309 | 1.0K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $50,053 | 930 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.02% | $45,011 | 836 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $41,834 | 777 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $41,130 | 746 | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $39,034 | 725 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $38,376 | 696 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $38,063 | 663 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $37,688 | 700 | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.01% | $37,688 | 700 | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.01% | $37,411 | 755 | Q2 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.02% | $35,618 | 661 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $29,989 | 557 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $28,643 | 532 | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.02% | $25,204 | 457 | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.00% | $24,775 | 500 | Q2 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $24,605 | 457 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $24,171 | 449 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $23,961 | 445 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $21,213 | 394 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $21,007 | 390 | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $19,382 | 360 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $18,898 | 351 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $18,306 | 340 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $17,786 | 339 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $16,906 | 314 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $16,570 | 334 | Q2 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $16,421 | 305 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $16,152 | 300 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $15,796 | 290 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $15,669 | 291 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $14,806 | 275 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $13,460 | 250 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $13,460 | 250 | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $10,768 | 200 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $10,499 | 195 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $9,478 | 174 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,265 | 168 | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $8,905 | 165 | Q1 2026 |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $8,497 | 156 | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $8,453 | 157 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $8,183 | 152 | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $7,959 | 148 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $7,880 | 150 | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $5,492 | 102 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $5,384 | 100 | Q1 2026 |
| Winthrop Capital Management, LLC$389M AUM | 0.00% | $5,000 | 95 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,688 | 85 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $4,577 | 85 | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $3,177 | 59 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,961 | 55 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2,758 | 50 | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $2,482 | 45 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,723 | 32 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1,723 | 32 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $1,023 | 19 | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $808 | 15 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $592 | 11 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $538 | 10 | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $331 | 6 | Q4 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $33 | 1 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.