IBDVISHARES TR
CUSIP 46436E726 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBDV) has 335 institutional holders in Filings Flow’s 13F database, together reporting 106.50M shares worth $2.3B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Aptus Capital Advisors, LLC, and Mercer Global Advisors Inc /Adv.
Institutional Holders
335
Q1 2026
Reported Value
$2.3B
Ticker
IBDV
Quarters Tracked
24
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 5.83% | $13M | 603.8K | Q2 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 5.76% | $14M | 621.0K | Q1 2026 |
| Gratus Wealth Advisors, LLC$691M AUM | 5.07% | $35M | 1.60M | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 4.78% | $8M | 361.2K | Q1 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 3.81% | $19M | 877.2K | Q3 2025OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 3.40% | $6M | 256.9K | Q1 2026 |
| Peloton Wealth Strategists$247M AUM | 3.32% | $8M | 374.6K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 3.28% | $7M | 317.6K | Q1 2026 |
| MEMBERS WEALTH LLC$182M AUM | 2.70% | $5M | 206.3K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 2.60% | $38M | 1.75M | Q1 2026 |
| 4Thought Financial Group Inc.$202M AUM | 2.59% | $5M | 238.9K | Q1 2026 |
| Twin Cities Retirement Group LLC$117M AUM | 2.50% | $3M | 125.0K | Q1 2026 |
| Winthrop Partners - WNY, LLC$188M AUM | 2.40% | $5M | 206.0K | Q1 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM | 2.34% | $4M | 199.4K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 2.14% | $9M | 413.1K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 2.13% | $9M | 430.1K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 2.12% | $12M | 555.7K | Q1 2026 |
| InvesTrust$238M AUM | 2.11% | $5M | 229.1K | Q1 2026 |
| LifePlan Financial, LLC$135M AUM | 2.10% | $3M | 129.6K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 2.06% | $5M | 248.1K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 2.06% | $26M | 1.21M | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 2.02% | $33M | 1.50M | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 1.98% | $20M | 920.1K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 1.90% | $36M | 1.64M | Q1 2026 |
| Centric Wealth Management$501M AUM | 1.82% | $9M | 418.8K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 1.80% | $11M | 519.0K | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 1.76% | $10M | 455.8K | Q1 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.74% | $4M | 204.6K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 1.73% | $36M | 1.65M | Q1 2026 |
| Breachway Investments LLC$104M AUM | 1.67% | $2M | 79.6K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 1.63% | $10M | 470.9K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 1.51% | $15M | 685.0K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 1.50% | $5M | 242.4K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 1.46% | $6M | 255.3K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 1.46% | $2M | 108.2K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.44% | $23M | 1.06M | Q1 2026 |
| NESTEGG ADVISORS, INC.$114M AUM | 1.32% | $1M | 68.4K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 1.30% | $89M | 4.07M | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 1.28% | $10M | 462.9K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 1.24% | $7M | 297.5K | Q1 2026 |
| 10Elms LLP$159M AUM | 1.22% | $2M | 88.4K | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.21% | $2M | 95.1K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 1.20% | $4M | 163.9K | Q1 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 1.17% | $4M | 187.4K | Q1 2026 |
| Greater Midwest Financial Group, LLC$186M AUM | 1.15% | $2M | 93.2K | Q4 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.13% | $70M | 3.22M | Q1 2026 |
| Beaumont Asset Management, L.L.C.$222M AUM | 1.10% | $2M | 111.6K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 1.05% | $2M | 113.6K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 1.04% | $2M | 94.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 1.04% | $132M | 6.04M | Q1 2026 |
| Jefferson Bridge Capital, LLC$101M AUM | 1.02% | $1M | 46.8K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 1.01% | $3M | 157.2K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.93% | $1M | 62.6K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.91% | $1M | 51.9K | Q2 2025OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.86% | $2M | 84.2K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.85% | $26M | 1.17M | Q1 2026 |
| Arcataur Capital Management LLC$359M AUM | 0.81% | $3M | 133.6K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.78% | $54M | 2.45M | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.76% | $19M | 881.6K | Q1 2026 |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.75% | $10M | 468.0K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.71% | $4M | 162.3K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.70% | $3M | 150.1K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.68% | $2M | 89.5K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.61% | $10M | 478.0K | Q1 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 0.56% | $723,093 | 33.0K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.55% | $1M | 68.4K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.55% | $556,006 | 25.4K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.52% | $5M | 212.4K | Q1 2026 |
| Foundation Wealth Management, LLC$148M AUM | 0.51% | $759,786 | 34.7K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.46% | $710,265 | 32.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.45% | $35M | 1.61M | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.44% | $13M | 589.2K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.44% | $878,993 | 40.2K | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 0.43% | $1M | 66.0K | Q4 2025OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.43% | $525,640 | 24.1K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.43% | $4M | 173.7K | Q1 2026 |
| OFS Enterprise LLC$392M AUM | 0.42% | $1M | 66.0K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.41% | $1M | 63.0K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.40% | $616,427 | 28.2K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 0.40% | $992,887 | 45.4K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.39% | $1M | 45.7K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.39% | $756,471 | 34.3K | Q4 2025OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.38% | $793,009 | 36.2K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.38% | $6M | 281.8K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.38% | $860,518 | 39.3K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.36% | $4M | 189.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.35% | $2M | 74.6K | Q1 2026 |
| NovaPoint Capital, LLC$399M AUM | 0.33% | $1M | 60.2K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.33% | $679,269 | 31.0K | Q1 2026 |
| COWA, LLC$371M AUM | 0.31% | $1M | 53.1K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.29% | $3M | 154.2K | Q1 2026 |
| Roble, Belko & Company, Inc$787M AUM | 0.28% | $2M | 102.4K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.28% | $1M | 61.0K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 0.27% | $644,880 | 29.5K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.27% | $3M | 157.6K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.27% | $1M | 53.3K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.26% | $3M | 118.7K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.26% | $10M | 439.8K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.26% | $2M | 80.5K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.25% | $21M | 979.4K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.25% | $824,750 | 37.7K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.25% | $2M | 91.7K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.24% | $2M | 102.4K | Q1 2026 |
| Farmers National Bank$453M AUM | 0.24% | $1M | 48.3K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.24% | $4M | 165.6K | Q1 2026 |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.24% | $913,142 | 41.7K | Q1 2026 |
| First Fiduciary Investment Counsel, Inc.$497M AUM | 0.22% | $1M | 51.0K | Q1 2026 |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.22% | $2M | 87.4K | Q1 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.22% | $320,064 | 14.6K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.22% | $11M | 501.6K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.21% | $249,038 | 11.3K | Q4 2025OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.20% | $211,634 | 9.6K | Q1 2026 |
| 4J Wealth Management LLC$176M AUM | 0.20% | $347,788 | 15.9K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.20% | $3M | 123.7K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.19% | $1M | 53.0K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.19% | $3M | 121.2K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 0.18% | $311,932 | 14.3K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.18% | $3M | 129.1K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.18% | $5M | 248.2K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.18% | $2M | 80.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.17% | $118M | 5.37M | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.17% | $3M | 115.7K | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 0.17% | $559,815 | 25.6K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.17% | $656,678 | 30.0K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 0.17% | $369,941 | 16.9K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.17% | $9M | 400.3K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.17% | $11M | 480.8K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.16% | $4M | 171.0K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.16% | $3M | 133.6K | Q1 2026 |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.16% | $260,797 | 11.9K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.15% | $814,495 | 37.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.15% | $8M | 373.6K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.15% | $273,916 | 12.5K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.14% | $675,262 | 30.8K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.14% | $335,223 | 15.3K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.13% | $1M | 53.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.13% | $43M | 1.98M | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.13% | $731,489 | 33.4K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.13% | $992,950 | 45.4K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.13% | $2M | 101.8K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 0.13% | $981,044 | 44.8K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.13% | $656,591 | 30.0K | Q1 2026 |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.12% | $557,429 | 25.5K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.12% | $125,320 | 5.7K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.11% | $449,105 | 20.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.11% | $5M | 247.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.11% | $3M | 145.2K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.10% | $338,572 | 15.5K | Q1 2026 |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.10% | $379,670 | 17.2K | Q4 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.10% | $9M | 433.3K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.10% | $710,823 | 32.5K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.10% | $2M | 88.8K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.10% | $10M | 460.6K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.10% | $266,992 | 12.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.10% | $4M | 199.2K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.10% | $346,475 | 15.8K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.10% | $948,841 | 43.3K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.09% | $349,014 | 15.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $3M | 115.1K | Q1 2026 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.09% | $174,157 | 8.0K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.09% | $1M | 53.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.09% | $25M | 1.15M | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.09% | $5M | 238.3K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.09% | $787,469 | 36.0K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.09% | $511,330 | 23.4K | Q1 2026 |
| Heartland Bank & Trust Co$442M AUM | 0.09% | $386,731 | 17.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.09% | $2M | 107.7K | Q2 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.08% | $1M | 46.5K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.08% | $16M | 713.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.07% | $2M | 95.1K | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.07% | $151,728 | 6.8K | Q3 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.07% | $428,235 | 19.6K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.07% | $198,893 | 9.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.07% | $863,561 | 39.5K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.06% | $2M | 109.0K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.06% | $344,861 | 13.6K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.06% | $1M | 68.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.06% | $5M | 249.8K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.06% | $358,156 | 16.4K | Q1 2026 |
| Kesler, Norman & Wride, LLC$581M AUM | 0.06% | $338,980 | 15.5K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.06% | $1M | 53.0K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.06% | $993,025 | 45.4K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.06% | $250,969 | 11.5K | Q1 2026 |
| Miller Global Investments, LLC$121M AUM | 0.06% | $60,307 | 2.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $52M | 2.36M | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.05% | $322,221 | 14.7K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.05% | $521,967 | 23.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 650.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $5M | 249.3K | Q1 2026 |
| Fortis Capital Management LLC$977M AUM | 0.05% | $401,760 | 18.2K | Q4 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.05% | $573,124 | 26.2K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.05% | $205,456 | 9.3K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $3M | 113.9K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 376.6K | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 0.04% | $788,675 | 36.0K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.04% | $577,043 | 26.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $4M | 170.5K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.04% | $529,738 | 24.2K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.04% | $85,962 | 3.9K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.04% | $106,897 | 4.9K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.04% | $318,908 | 14.6K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.04% | $216,383 | 9.9K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.04% | $711,775 | 32.5K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.04% | $356,256 | 16.3K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.04% | $2M | 112.4K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $852,287 | 38.9K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.03% | $214,588 | 9.8K | Q1 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.03% | $623,777 | 28.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $921,666 | 42.1K | Q1 2026 |
| American Trust$1.1B AUM | 0.03% | $378,500 | 17.3K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $78,563 | 3.6K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $3M | 122.4K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $569,140 | 26.0K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.03% | $426,308 | 19.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.03% | $26M | 1.17M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $12M | 541.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $94M | 4.30M | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.03% | $937,658 | 42.8K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.03% | $2M | 91.4K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.03% | $566,951 | 25.9K | Q1 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.03% | $74,547 | 3.4K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 199.5K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.03% | $600,937 | 27.2K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.03% | $6M | 287.2K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.02% | $296,456 | 13.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $14M | 622.6K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.02% | $125,517 | 5.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $9M | 394.0K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.02% | $341,682 | 15.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 716.5K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $347,657 | 15.9K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.02% | $299,674 | 13.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 184.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $23M | 1.06M | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $2M | 77.8K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.02% | $285,621 | 13.0K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.02% | $103,759 | 4.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 58.5K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $576,711 | 26.1K | Q4 2025OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.02% | $206,269 | 9.4K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $257,756 | 11.7K | Q4 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $414,159 | 18.9K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.02% | $178,360 | 8.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $11M | 486.1K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.02% | $309,000 | 14.1K | Q1 2026 |
| SUMMITRY LLC$2.8B AUM | 0.02% | $513,321 | 23.4K | Q1 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.02% | $346,015 | 15.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 656.2K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 73.8K | Q4 2025OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.02% | $257,902 | 11.8K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.02% | $283,388 | 12.9K | Q1 2026 |
| United Community Bank$300M AUM | 0.02% | $48,596 | 2.2K | Q1 2026 |
| Trust Co$1.1B AUM | 0.02% | $167,660 | 7.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 93.2K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.02% | $1M | 63.0K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.01% | $392,665 | 17.9K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $340,915 | 15.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $199M | 9.07M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 250.0K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.01% | $79,548 | 3.6K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $374,000 | 17.1K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 51.1K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 180.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $64M | 2.93M | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $443,907 | 20.3K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.01% | $99,928 | 4.6K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $216,392 | 9.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $536,335 | 24.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $55M | 2.51M | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $294,221 | 13.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $949,222 | 43.5K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $25,761 | 1.2K | Q2 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $30,186 | 1.4K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.01% | $20,689 | 943 | Q2 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $213,033 | 9.7K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $713,707 | 32.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $375,983 | 17.2K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $242,886 | 11.1K | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $472,080 | 21.6K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $347,614 | 15.8K | Q2 2025OLDER |
| Napier Financial, LLC$436M AUM | 0.01% | $33,208 | 1.5K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $238,923 | 10.8K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $269,247 | 12.3K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $54,069 | 2.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $879,026 | 40.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $566,376 | 25.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 68.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $46M | 2.12M | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $361,032 | 16.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 150.5K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.01% | $88,633 | 4.0K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $104M | 4.74M | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.01% | $158,902 | 7.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $131,869 | 6.0K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $454,020 | 20.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $23M | 1.04M | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $925,378 | 42.3K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.01% | $201,160 | 9.2K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.01% | $18,000 | 813 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 172.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $853,756 | 38.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 215.9K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $306,788 | 14.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8M | 353.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $237,308 | 10.9K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $177,003 | 8.1K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $19,045 | 873 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $413,787 | 18.9K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $243,132 | 11.1K | Q1 2026 |
| Hemington Wealth Management$769M AUM | 0.00% | $28,000 | 1.3K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 646.2K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3,000 | 118 | Q4 2025OLDER |
| Coastline Trust Co$1.0B AUM | 0.00% | $28,807 | 1.3K | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $13,593 | 617 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $14,973 | 684 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $29,420 | 1.3K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.00% | $452,458 | 20.4K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 386.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $145,604 | 6.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 55.2K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $20,636 | 932 | Q3 2025OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $54,397 | 2.5K | Q1 2026 |
| First PREMIER Bank$433M AUM | 0.00% | $8,000 | 351 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 155.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $318,000 | 14.5K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $246,384 | 11.2K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $328,932 | 14.9K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $54,725 | 2.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $11M | 523.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $433,884 | 19.8K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $18,385 | 830 | Q3 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $25,717 | 1.2K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $20,561 | 939 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $206,554 | 9.4K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $163,113 | 7.4K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $314,334 | 14.4K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $478,000 | 21.9K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $26,588 | 1.2K | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $42,248 | 1.9K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $207,955 | 9.5K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $18,191 | 831 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $687,168 | 31.4K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.00% | $16,746 | 765 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $27,000 | 1.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $378,084 | 17.3K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $43,727 | 2.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $793,986 | 36.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $399,463 | 18.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $30,877 | 1.4K | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $1,270 | 58 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $85,502 | 3.9K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $25,174 | 1.1K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $217,000 | 9.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $273,493 | 12.5K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $25,086 | 1.1K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $239,000 | 10.9K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $9,012 | 410 | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 102.4K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $461,463 | 21.1K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14M | 652.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $414,707 | 18.9K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $18,972 | 867 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $7,771 | 355 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 53.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $688,244 | 31.4K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,730 | 169 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $74,817 | 3.4K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $214,281 | 9.8K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $11,448 | 523 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $54,501 | 2.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $8,144 | 369 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $161,895 | 7.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $117,270 | 5.4K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.