IBDRISHARES TR
CUSIP 46435GAA0 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBDR) has 459 institutional holders in Filings Flow’s 13F database, together reporting 109.06M shares worth $2.6B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lido Advisors, LLC, and Mercer Global Advisors Inc /Adv.
Institutional Holders
459
Q1 2026
Reported Value
$2.6B
Ticker
IBDR
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sarver Vrooman Wealth Advisors$168M AUM | 27.31% | $43M | 1.77M | Q1 2026 |
| TABR Capital Management, LLC$109M AUM | 22.20% | $24M | 995.4K | Q1 2026 |
| IFS Advisors, LLC$194M AUM | 12.09% | $23M | 967.8K | Q1 2026 |
| COWA, LLC$371M AUM | 6.64% | $25M | 1.02M | Q1 2026 |
| Gratus Wealth Advisors, LLC$691M AUM | 5.25% | $36M | 1.50M | Q1 2026 |
| Integras Partners LLC$152M AUM | 5.21% | $6M | 266.0K | Q4 2025OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 5.19% | $12M | 476.0K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 4.52% | $10M | 395.3K | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 4.07% | $6M | 254.2K | Q2 2025OLDER |
| Delta Wealth Advisors LLC$131M AUM | 4.05% | $5M | 219.4K | Q1 2026 |
| NovaPoint Capital, LLC$399M AUM | 3.86% | $15M | 634.9K | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 3.79% | $4M | 184.1K | Q2 2025OLDER |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 3.72% | $5M | 186.7K | Q2 2025OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 3.30% | $10M | 427.7K | Q1 2026 |
| InvesTrust$238M AUM | 3.30% | $8M | 324.1K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 3.27% | $48M | 1.98M | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 3.15% | $8M | 330.2K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 3.09% | $3M | 133.6K | Q1 2026 |
| Winthrop Partners - WNY, LLC$188M AUM | 2.83% | $5M | 219.4K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 2.71% | $10M | 396.3K | Q1 2026 |
| Rubicon Advisors, GP$115M AUM | 2.62% | $3M | 124.2K | Q1 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.59% | $5M | 199.6K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 2.55% | $3M | 131.8K | Q2 2025OLDER |
| Foundation Wealth Management, LLC$148M AUM | 2.50% | $4M | 152.7K | Q1 2026 |
| 4Thought Financial Group Inc.$202M AUM | 2.21% | $4M | 184.6K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 2.15% | $28M | 1.14M | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 2.14% | $12M | 483.3K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 2.14% | $6M | 232.1K | Q1 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 2.12% | $5M | 224.7K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 2.08% | $34M | 1.39M | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 2.05% | $30M | 1.24M | Q1 2026 |
| MEMBERS WEALTH LLC$182M AUM | 1.93% | $3M | 126.8K | Q4 2025OLDER |
| Northstar Group, Inc.$707M AUM | 1.84% | $13M | 536.3K | Q1 2026 |
| Strid Group, LLC$807M AUM | 1.82% | $15M | 605.9K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 1.79% | $18M | 751.4K | Q1 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.68% | $6M | 243.0K | Q1 2026 |
| 10Elms LLP$159M AUM | 1.64% | $3M | 107.0K | Q1 2026 |
| IRON Financial LLC$229M AUM | 1.63% | $4M | 153.8K | Q1 2026 |
| Marathon Mission, Inc.$200M AUM | 1.61% | $3M | 104.8K | Q2 2025OLDER |
| Cornerstone Planning, LLC$443M AUM | 1.57% | $7M | 287.2K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.55% | $24M | 970.6K | Q2 2025OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 1.48% | $28M | 1.16M | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 1.47% | $102M | 4.19M | Q1 2026 |
| Evergreen Private Wealth LLC$247M AUM | 1.46% | $4M | 148.7K | Q1 2026 |
| Kesler, Norman & Wride, LLC$581M AUM | 1.41% | $8M | 338.6K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 1.38% | $8M | 325.9K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 1.33% | $3M | 105.1K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 1.31% | $4M | 146.1K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 1.27% | $32M | 1.33M | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.27% | $2M | 90.0K | Q1 2026 |
| Livet Wealth, LLC$157M AUM | 1.23% | $2M | 79.6K | Q1 2026 |
| BRIGHTON SECURITIES CORP.$233M AUM | 1.22% | $3M | 104.3K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 1.19% | $5M | 206.4K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 1.18% | $4M | 153.7K | Q2 2025OLDER |
| 4J Wealth Management LLC$176M AUM | 1.16% | $2M | 83.9K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 1.15% | $4M | 161.9K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 1.14% | $3M | 111.1K | Q1 2026 |
| Heartland Bank & Trust Co$442M AUM | 1.10% | $5M | 200.1K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.09% | $61M | 2.50M | Q2 2025OLDER |
| REBALANCE, LLC$1.7B AUM | 1.07% | $18M | 760.4K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 1.06% | $3M | 103.2K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 1.04% | $10M | 425.6K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 1.01% | $5M | 220.4K | Q1 2026 |
| McGuire Investment Group, LLC$885M AUM | 0.99% | $9M | 361.4K | Q1 2026 |
| LifePlan Financial, LLC$135M AUM | 0.98% | $1M | 54.9K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.96% | $1M | 60.3K | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 0.93% | $3M | 124.4K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.85% | $2M | 70.9K | Q1 2026 |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.83% | $11M | 466.3K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.83% | $4M | 177.0K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.83% | $2M | 77.0K | Q1 2026 |
| Twin Cities Retirement Group LLC$117M AUM | 0.80% | $869,532 | 35.9K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.79% | $5M | 225.7K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.77% | $14M | 574.5K | Q1 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.74% | $783,134 | 32.3K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.71% | $3M | 122.9K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.70% | $3M | 136.0K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.70% | $21M | 864.0K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.69% | $3M | 142.7K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.68% | $2M | 80.8K | Q1 2026 |
| Crestmont Private Wealth LLC$317M AUM | 0.68% | $2M | 88.7K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 0.67% | $963,350 | 39.7K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.67% | $1M | 51.2K | Q1 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 0.66% | $3M | 136.0K | Q1 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 0.66% | $877,586 | 36.2K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.65% | $3M | 126.4K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.62% | $6M | 228.1K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.59% | $5M | 209.1K | Q1 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.58% | $1M | 54.0K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.58% | $6M | 240.6K | Q1 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.56% | $1M | 48.4K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.54% | $4M | 168.6K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.53% | $1M | 52.8K | Q1 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 0.51% | $664,807 | 27.4K | Q1 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 0.51% | $2M | 95.4K | Q1 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.51% | $12M | 482.8K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.49% | $2M | 67.9K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 0.48% | $3M | 125.6K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.47% | $4M | 166.6K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.45% | $2M | 62.2K | Q1 2026 |
| Arcataur Capital Management LLC$359M AUM | 0.45% | $2M | 66.5K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.43% | $996,070 | 41.1K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.43% | $670,111 | 27.6K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.42% | $9M | 361.3K | Q1 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 0.41% | $2M | 87.0K | Q3 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.41% | $3M | 110.0K | Q1 2026 |
| Balentine LLC$2.5B AUM | 0.40% | $10M | 413.9K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.40% | $1M | 54.7K | Q1 2026 |
| Centric Wealth Management$501M AUM | 0.40% | $2M | 74.0K | Q3 2025OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.39% | $6M | 248.6K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.38% | $9M | 384.3K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.38% | $1M | 55.7K | Q1 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.37% | $552,720 | 22.8K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.37% | $2M | 70.1K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.35% | $731,660 | 30.2K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.35% | $10M | 421.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.35% | $113M | 4.67M | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.35% | $21M | 882.9K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.34% | $453,627 | 18.7K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 0.34% | $3M | 123.9K | Q4 2025OLDER |
| Horan Securities, Inc.$284M AUM | 0.34% | $972,237 | 40.1K | Q2 2025OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 0.33% | $544,299 | 22.5K | Q1 2026 |
| Seneca House Advisors$252M AUM | 0.33% | $828,703 | 34.2K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.33% | $4M | 174.8K | Q1 2026 |
| TFO Wealth Partners, LLC$735M AUM | 0.33% | $2M | 99.6K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.33% | $6M | 257.1K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.33% | $2M | 85.1K | Q1 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.32% | $380,568 | 15.7K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.31% | $5M | 211.4K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 0.31% | $1M | 59.0K | Q4 2025OLDER |
| Montecito Bank & Trust$607M AUM | 0.31% | $2M | 78.0K | Q1 2026 |
| Farmers National Bank$453M AUM | 0.31% | $1M | 57.2K | Q1 2026 |
| Cove Private Wealth, LLC$440M AUM | 0.31% | $1M | 55.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.31% | $27M | 1.11M | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.31% | $2M | 70.1K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.30% | $447,197 | 18.4K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.30% | $761,849 | 31.4K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.29% | $1M | 61.5K | Q1 2026 |
| Ranch Capital Advisors Inc.$277M AUM | 0.29% | $797,184 | 32.9K | Q1 2026 |
| Northwest Bancshares, Inc.$502M AUM | 0.29% | $1M | 59.2K | Q1 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.28% | $2M | 84.6K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.28% | $2M | 67.1K | Q3 2025OLDER |
| Riverstone Advisors, LLC$203M AUM | 0.28% | $560,106 | 23.1K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 0.27% | $303,218 | 12.5K | Q1 2026 |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.27% | $368,448 | 15.2K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.27% | $17M | 711.0K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.27% | $1M | 46.6K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.27% | $794,673 | 32.8K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.27% | $770,079 | 31.8K | Q1 2026 |
| Black Swift Group, LLC$571M AUM | 0.26% | $2M | 62.2K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.26% | $581,612 | 24.0K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.26% | $13M | 544.1K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.25% | $657,735 | 27.1K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.25% | $668,897 | 27.6K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.25% | $794,972 | 32.8K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.24% | $6M | 230.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.24% | $12M | 481.2K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.24% | $952,992 | 39.3K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.24% | $3M | 137.3K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.24% | $3M | 137.1K | Q1 2026 |
| Evergreen Wealth Partners LLC$131M AUM | 0.24% | $315,287 | 13.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.24% | $14M | 557.3K | Q4 2025OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.24% | $1M | 56.6K | Q1 2026 |
| Timber Creek Capital Management LLC$412M AUM | 0.23% | $966,354 | 39.9K | Q1 2026 |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.23% | $284,339 | 11.7K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.23% | $2M | 66.4K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.23% | $4M | 148.0K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.23% | $2M | 92.5K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 0.23% | $849,370 | 35.0K | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 0.22% | $753,723 | 31.1K | Q4 2025OLDER |
| Straight Path Wealth Management$374M AUM | 0.22% | $834,411 | 34.4K | Q1 2026 |
| OFS Enterprise LLC$392M AUM | 0.22% | $754,034 | 31.1K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.22% | $15M | 618.4K | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.21% | $257,420 | 10.6K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.21% | $246,186 | 10.2K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.21% | $3M | 117.7K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.21% | $4M | 163.0K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.20% | $2M | 96.1K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.20% | $3M | 107.6K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.20% | $602,455 | 24.9K | Q4 2025OLDER |
| Fortis Capital Management LLC$977M AUM | 0.20% | $2M | 81.6K | Q1 2026 |
| NESTEGG ADVISORS, INC.$114M AUM | 0.20% | $225,955 | 9.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.20% | $20M | 809.6K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.19% | $2M | 101.8K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.19% | $2M | 70.0K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.19% | $5M | 211.8K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 0.19% | $273,664 | 11.3K | Q1 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 0.19% | $833,517 | 34.4K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.18% | $2M | 74.7K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.17% | $5M | 220.6K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.17% | $258,956 | 10.7K | Q1 2026 |
| J.E. Simmons & Co., P.C.$150M AUM | 0.17% | $261,199 | 10.8K | Q4 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.17% | $2M | 98.4K | Q1 2026 |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.16% | $249,820 | 10.3K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.16% | $698,257 | 28.8K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.16% | $1M | 57.3K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.16% | $1M | 52.0K | Q3 2025OLDER |
| Cyr Financial Inc.$170M AUM | 0.16% | $230,397 | 9.5K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.16% | $6M | 243.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.16% | $7M | 286.1K | Q2 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.16% | $1M | 53.2K | Q1 2026 |
| TLWM$615M AUM | 0.16% | $866,101 | 35.7K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.15% | $814,407 | 33.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.15% | $104M | 4.27M | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 0.15% | $371,044 | 15.3K | Q2 2025OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.15% | $1M | 50.8K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.15% | $711,929 | 29.4K | Q1 2026 |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.14% | $307,993 | 12.7K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.14% | $225,674 | 9.3K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 0.14% | $313,908 | 12.9K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.14% | $2M | 71.2K | Q1 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.14% | $297,255 | 12.3K | Q1 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.14% | $325,810 | 13.4K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.14% | $289,280 | 11.9K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.13% | $2M | 74.4K | Q4 2025OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.13% | $379,649 | 15.7K | Q3 2025OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.13% | $794,178 | 32.9K | Q1 2026 |
| Cannon Financial Strategists, Inc.$761M AUM | 0.13% | $982,602 | 40.5K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.13% | $9M | 385.2K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.13% | $1M | 48.3K | Q1 2026 |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.12% | $563,822 | 23.3K | Q1 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.12% | $2M | 76.8K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.12% | $280,796 | 11.6K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.12% | $7M | 269.4K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.11% | $1M | 49.0K | Q4 2025OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.11% | $8M | 309.8K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.11% | $116,958 | 4.8K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.11% | $3M | 106.6K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.11% | $6M | 257.8K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.11% | $375,301 | 15.5K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.11% | $669,000 | 27.6K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.10% | $630,334 | 26.0K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.10% | $5M | 216.0K | Q1 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.10% | $331,403 | 13.7K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.10% | $366,751 | 15.1K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.10% | $550,204 | 22.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.09% | $25M | 1.03M | Q1 2026 |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.09% | $282,590 | 11.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.09% | $25M | 1.05M | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.09% | $8M | 338.3K | Q1 2026 |
| Wellington Shields & Co., LLC$392M AUM | 0.09% | $349,541 | 14.4K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.09% | $6M | 243.1K | Q4 2025OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.09% | $235,322 | 9.7K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.09% | $1M | 41.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.09% | $16M | 657.0K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.09% | $1M | 60.9K | Q4 2025OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.08% | $1M | 49.7K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.08% | $1M | 42.2K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.08% | $425,527 | 17.6K | Q3 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.08% | $5M | 186.6K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.08% | $211,205 | 8.7K | Q3 2025OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.08% | $826,448 | 34.1K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.08% | $298,443 | 12.3K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 0.08% | $589,347 | 24.3K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.08% | $2M | 64.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.08% | $14M | 587.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.08% | $8M | 317.6K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.07% | $1M | 61.2K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.07% | $5M | 190.3K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.07% | $3M | 112.4K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.07% | $440,102 | 18.2K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 0.07% | $499,853 | 20.6K | Q1 2026 |
| Highland Financial Advisors, LLC$455M AUM | 0.07% | $256,338 | 10.6K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.07% | $650,674 | 26.8K | Q1 2026 |
| Lee Financial Co$709M AUM | 0.07% | $468,560 | 19.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.07% | $37M | 1.54M | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.07% | $309,521 | 12.8K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.06% | $243,999 | 10.1K | Q4 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 0.06% | $426,988 | 17.6K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.06% | $207,349 | 8.6K | Q1 2026 |
| Black Cypress Capital Management, LLC$139M AUM | 0.06% | $84,840 | 3.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 73.6K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.06% | $3M | 130.1K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.06% | $353,093 | 14.6K | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.06% | $124,173 | 5.1K | Q3 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.06% | $550,781 | 22.7K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 0.06% | $249,807 | 10.3K | Q3 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.06% | $236,582 | 9.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $7M | 296.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $41M | 1.68M | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.06% | $209,640 | 8.6K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.06% | $11M | 467.6K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.06% | $9M | 372.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.06% | $7M | 306.2K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.06% | $240,582 | 9.9K | Q1 2026 |
| American Money Management, LLC$632M AUM | 0.05% | $347,238 | 14.3K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $393,035 | 16.2K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.05% | $5M | 186.8K | Q1 2026 |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.05% | $203,094 | 8.4K | Q2 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.05% | $175,000 | 7.2K | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.05% | $88,379 | 3.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 166.3K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 82.3K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.05% | $207,422 | 8.6K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.05% | $537,449 | 22.2K | Q1 2026 |
| American Trust$1.1B AUM | 0.05% | $547,582 | 22.6K | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.05% | $485,234 | 20.0K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.05% | $62,998 | 0 | Q4 2025OLDER |
| Financial Advisory Corp$754M AUM | 0.05% | $342,064 | 14.1K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.05% | $716,753 | 29.6K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 0.05% | $413,802 | 17.1K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.05% | $218,907 | 9.0K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.04% | $220,826 | 9.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.04% | $16M | 676.9K | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 0.04% | $750,204 | 30.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.04% | $10M | 422.9K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.04% | $85,204 | 3.5K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.04% | $6M | 249.2K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.04% | $716,008 | 29.5K | Q1 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 0.04% | $48,480 | 2.0K | Q1 2026 |
| CNB Bank$238M AUM | 0.04% | $89,688 | 3.7K | Q1 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.04% | $681,574 | 28.1K | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.04% | $208,222 | 8.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $526,978 | 21.8K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $251,732 | 10.4K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.04% | $529,711 | 21.8K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $952,777 | 39.3K | Q1 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.03% | $713,650 | 29.4K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $117,370 | 4.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $32M | 1.31M | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.03% | $2M | 63.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.03% | $30M | 1.23M | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $1M | 43.0K | Q4 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.03% | $242,091 | 10.0K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 49.0K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.03% | $273,497 | 11.3K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.03% | $223,255 | 9.2K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.03% | $227,832 | 9.4K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 46.5K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.03% | $206,634 | 8.5K | Q2 2025OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.03% | $254,399 | 10.5K | Q1 2026 |
| United Community Bank$300M AUM | 0.03% | $88,524 | 3.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 253.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.03% | $25M | 1.01M | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $384,762 | 15.9K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.03% | $940,237 | 38.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $21M | 866.7K | Q1 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.03% | $540,335 | 22.2K | Q3 2025OLDER |
| Trust Co$1.1B AUM | 0.03% | $294,600 | 12.2K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.03% | $79,992 | 3.3K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 92.0K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.03% | $229,665 | 9.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $98M | 4.04M | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.02% | $25,088 | 1.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 154.7K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $436,320 | 18.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $409,704 | 16.9K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $376,762 | 15.5K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.02% | $128,739 | 5.3K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.02% | $204,772 | 8.4K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.02% | $100,596 | 4.2K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $17M | 689.2K | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $18M | 753.3K | Q1 2026 |
| Ledyard National Bank$1.2B AUM | 0.02% | $254,762 | 10.5K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $391,561 | 16.2K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.02% | $446,162 | 18.4K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $330,682 | 13.6K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 0.02% | $458,687 | 18.9K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 41.4K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.02% | $231,056 | 9.5K | Q1 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $325,651 | 13.4K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $65M | 2.67M | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $456,097 | 18.8K | Q4 2025OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 0.02% | $221,748 | 9.1K | Q1 2026 |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.02% | $57,204 | 2.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $572,205 | 23.6K | Q1 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.02% | $303,000 | 12.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 74.0K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.02% | $691,470 | 28.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 89.8K | Q2 2025OLDER |
| Sachetta, LLC$184M AUM | 0.02% | $48,600 | 2.0K | Q3 2025OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.02% | $210,015 | 8.7K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.02% | $220,711 | 9.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $237M | 9.79M | Q1 2026 |
| Robbins Farley$226M AUM | 0.02% | $38,300 | 1.6K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $911,999 | 37.6K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $322,542 | 13.3K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $260,774 | 10.8K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 0.02% | $68,234 | 2.8K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.02% | $48,480 | 2.0K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.02% | $154,433 | 6.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $25M | 1.02M | Q1 2026 |
| Kennebec Savings Bank$111M AUM | 0.01% | $16,120 | 665 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $189,072 | 7.8K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $396,372 | 16.4K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $384,959 | 15.9K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $1M | 47.8K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $288,693 | 11.9K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $92,597 | 3.8K | Q1 2026 |
| Legacy Bridge, LLC$262M AUM | 0.01% | $33,743 | 1.4K | Q1 2026 |
| SUMMITRY LLC$2.8B AUM | 0.01% | $362,837 | 15.0K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $182,643 | 7.5K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $229,044 | 9.4K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.01% | $37,423 | 1.5K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 88.2K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $347,983 | 14.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $123,018 | 5.1K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $765,378 | 31.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 301.3K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.01% | $91,506 | 3.8K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $239,758 | 9.9K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $251,000 | 10.3K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 204.5K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 103.7K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $725,940 | 29.9K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $629,048 | 26.0K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $293,640 | 12.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 354.3K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.01% | $25,840 | 1.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $404,832 | 16.7K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $752,175 | 31.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 383.7K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $3M | 121.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $35M | 1.45M | Q1 2026 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.01% | $15,143 | 625 | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $48,480 | 2.0K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $219,614 | 9.1K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $194,453 | 8.0K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $604,709 | 24.9K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 52.7K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $253,781 | 10.5K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $198,986 | 8.2K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $139,808 | 5.8K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $440,053 | 18.2K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.01% | $61,085 | 2.5K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $753,185 | 31.1K | Q1 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.01% | $36,360 | 1.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $35M | 1.46M | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $942,451 | 38.9K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.01% | $281,136 | 11.6K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $120,132 | 5.0K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $461,118 | 19.0K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $256,068 | 10.6K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $76,903 | 3.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $349,756 | 14.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $94M | 3.88M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 81.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $571,068 | 23.6K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $291,488 | 12.0K | Q4 2025OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $201,798 | 8.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $189,775 | 7.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $251,799 | 10.4K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $942,596 | 38.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $25M | 1.02M | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $310,272 | 12.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $281,508 | 11.6K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.00% | $15,047 | 621 | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $717,068 | 29.6K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $986,621 | 40.7K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $484,242 | 20.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $5M | 209.5K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $393,173 | 16.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $89,859 | 3.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $254,908 | 10.5K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3,000 | 111 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 75.0K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $347,505 | 14.3K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $346,754 | 14.3K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $40,481 | 1.7K | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $13,707 | 565 | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $216,294 | 8.9K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $19,392 | 800 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 74.8K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $261,924 | 10.8K | Q2 2025OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $6,499 | 268 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 197.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 346.7K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $200,634 | 8.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $77,284 | 3.2K | Q2 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $17,664 | 729 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $72,720 | 3.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $23,961 | 986 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $824,169 | 34.0K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $60,600 | 2.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 101.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $689,459 | 28.4K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $51,849 | 2.1K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $248,204 | 10.2K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $18,225 | 750 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 146.9K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $678,042 | 28.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 243.3K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $43,560 | 1.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 297.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $145,898 | 6.0K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $219,614 | 9.1K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $50,132 | 2.1K | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $9,526 | 393 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $34,906 | 1.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 171.2K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $7,057 | 291 | Q2 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $6,666 | 275 | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $48,400 | 2.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $19,950 | 823 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $144,888 | 6.0K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.00% | $19,473 | 803 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $243,097 | 10.0K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $538,249 | 22.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,924 | 368 | Q2 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $243,271 | 10.0K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.