IBDXISHARES TR
CUSIP 46436E312 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBDX) has 221 institutional holders in Filings Flow’s 13F database, together reporting 50.00M shares worth $1.2B as of Q1 2026. The largest reported holders are Aptus Capital Advisors, LLC, Capital Investment Advisors, LLC, and Wells Fargo & Company/Mn.
Institutional Holders
221
Q1 2026
Reported Value
$1.2B
Ticker
IBDX
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Seven Springs Wealth Group, LLC$432M AUM | 6.20% | $27M | 1.06M | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 5.89% | $14M | 549.8K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 5.50% | $13M | 521.2K | Q1 2026 |
| COWA, LLC$371M AUM | 4.97% | $18M | 729.0K | Q1 2026 |
| Marathon Mission, Inc.$200M AUM | 3.19% | $5M | 216.7K | Q1 2026 |
| 4Thought Financial Group Inc.$202M AUM | 2.56% | $5M | 205.1K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 2.12% | $9M | 370.1K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 2.07% | $3M | 120.6K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 2.02% | $38M | 1.51M | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 1.92% | $20M | 773.3K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 1.89% | $8M | 315.7K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 1.68% | $10M | 379.7K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 1.63% | $4M | 170.0K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 1.56% | $16M | 614.5K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 1.56% | $23M | 905.7K | Q1 2026 |
| Evergreen Private Wealth LLC$247M AUM | 1.41% | $3M | 137.9K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 1.31% | $27M | 1.08M | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 1.28% | $10M | 397.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 1.26% | $160M | 6.34M | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 1.23% | $84M | 3.33M | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 1.22% | $8M | 304.1K | Q1 2026 |
| SUMMITRY LLC$2.8B AUM | 1.21% | $27M | 1.05M | Q2 2025OLDER |
| Seneca House Advisors$252M AUM | 1.19% | $3M | 119.0K | Q1 2026 |
| STAR Financial Bank$212M AUM | 1.17% | $2M | 73.2K | Q2 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.13% | $71M | 2.79M | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 1.10% | $3M | 130.1K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 1.03% | $2M | 67.1K | Q1 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.02% | $3M | 104.0K | Q1 2026 |
| Winthrop Partners - WNY, LLC$188M AUM | 1.01% | $2M | 75.0K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.82% | $3M | 132.5K | Q2 2025OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.77% | $4M | 159.0K | Q1 2026 |
| Arcataur Capital Management LLC$359M AUM | 0.73% | $3M | 104.1K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.71% | $2M | 84.8K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.70% | $3M | 137.6K | Q1 2026 |
| 10Elms LLP$159M AUM | 0.69% | $1M | 43.0K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.67% | $2M | 76.3K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 0.56% | $583,149 | 23.1K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.51% | $2M | 95.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.51% | $40M | 1.58M | Q1 2026 |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.50% | $611,439 | 24.3K | Q1 2026 |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.49% | $7M | 264.5K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.46% | $969,996 | 38.0K | Q4 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.41% | $636,071 | 25.2K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 0.40% | $994,046 | 39.3K | Q1 2026 |
| Centric Wealth Management$501M AUM | 0.38% | $2M | 76.6K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.36% | $963,852 | 38.1K | Q1 2026 |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.33% | $526,837 | 20.6K | Q1 2026 |
| NovaPoint Capital, LLC$399M AUM | 0.33% | $1M | 52.3K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.32% | $5M | 178.4K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.28% | $6M | 255.0K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.27% | $416,754 | 16.5K | Q1 2026 |
| NESTEGG ADVISORS, INC.$114M AUM | 0.27% | $308,431 | 12.2K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.26% | $869,844 | 34.4K | Q1 2026 |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.26% | $989,374 | 39.2K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.25% | $21M | 840.2K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.25% | $2M | 85.1K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.22% | $867,501 | 34.3K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.22% | $698,799 | 27.7K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 0.21% | $355,928 | 14.1K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.21% | $210,373 | 8.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.20% | $7M | 293.4K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.19% | $2M | 87.0K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.19% | $5M | 186.0K | Q1 2026 |
| Farmers National Bank$453M AUM | 0.18% | $816,475 | 32.0K | Q1 2026 |
| Madrid Wealth Management, LLC$133M AUM | 0.18% | $240,419 | 9.5K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.18% | $6M | 220.9K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.18% | $1M | 43.2K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.17% | $9M | 348.2K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.17% | $1M | 49.4K | Q1 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.16% | $552,908 | 21.9K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.15% | $907,446 | 35.9K | Q1 2026 |
| Foundation Wealth Management, LLC$148M AUM | 0.14% | $209,324 | 8.3K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.13% | $1M | 53.4K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.13% | $632,660 | 25.0K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.13% | $2M | 78.5K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.13% | $2M | 87.2K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 0.13% | $982,472 | 38.9K | Q1 2026 |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.12% | $262,985 | 10.4K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.12% | $652,598 | 25.8K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.12% | $124,632 | 4.9K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.11% | $8M | 298.1K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.11% | $6M | 244.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.11% | $517,303 | 20.5K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.11% | $248,581 | 9.8K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.11% | $6M | 239.7K | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.10% | $214,669 | 8.5K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.10% | $435,226 | 17.2K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.09% | $2M | 59.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $22M | 860.2K | Q4 2025OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.08% | $706,382 | 28.0K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.07% | $690,629 | 27.3K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.07% | $303,998 | 12.0K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.07% | $2M | 78.9K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.06% | $550,709 | 21.8K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.06% | $317,770 | 12.6K | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 0.06% | $1M | 42.2K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.06% | $1M | 55.0K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.06% | $201,756 | 8.0K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.06% | $4M | 141.1K | Q1 2026 |
| Miller Global Investments, LLC$121M AUM | 0.05% | $58,500 | 2.3K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.05% | $347,896 | 13.8K | Q1 2026 |
| Jupiter Wealth Management LLC$253M AUM | 0.05% | $128,418 | 5.1K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.05% | $238,841 | 9.5K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.05% | $487,950 | 19.3K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.05% | $2M | 69.5K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.05% | $530,948 | 21.0K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.05% | $4M | 163.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.04% | $4M | 177.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 82.8K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.04% | $4M | 171.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 49.4K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $752,142 | 29.8K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.04% | $2M | 81.6K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.04% | $355,498 | 14.1K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.04% | $1M | 47.4K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.04% | $463,907 | 18.4K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.03% | $303,509 | 12.0K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $78,388 | 3.1K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.03% | $41,088 | 1.6K | Q2 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $423,096 | 16.7K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.03% | $941,181 | 37.2K | Q1 2026 |
| Hendershot Investments Inc.$744M AUM | 0.03% | $206,102 | 8.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.03% | $22M | 868.5K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.03% | $245,119 | 9.7K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.02% | $444,272 | 17.6K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.02% | $311,453 | 12.3K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.02% | $2M | 63.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $13M | 519.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $22M | 854.0K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $626,058 | 24.8K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $404,320 | 16.0K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.02% | $145,429 | 5.8K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.02% | $245,119 | 9.7K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $464,977 | 18.2K | Q4 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.02% | $252,296 | 10.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $457,513 | 18.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $6M | 241.1K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $498,429 | 19.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 510.1K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.02% | $2M | 64.9K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 57.4K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $276,605 | 10.9K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $1M | 54.6K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.02% | $214,543 | 8.5K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.01% | $247,993 | 9.8K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $236,345 | 9.2K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $71M | 2.82M | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.01% | $266,270 | 10.5K | Q1 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.01% | $237,209 | 9.4K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $264,950 | 10.4K | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $38,410 | 1.5K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $325,000 | 12.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 119.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 71.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 152.9K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $76,590 | 3.0K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $296,966 | 11.7K | Q2 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $384,483 | 15.2K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $27,384 | 1.1K | Q2 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $30,000 | 1.2K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $394,894 | 15.6K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.01% | $47,938 | 1.9K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $616,992 | 24.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $735,862 | 29.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $88,445 | 3.5K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $31,613 | 1.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $469,062 | 18.6K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $347,922 | 13.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $26M | 1.01M | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $475,440 | 18.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 41.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 725.3K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.01% | $65,803 | 2.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $845,079 | 33.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $297,345 | 11.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $927,645 | 36.7K | Q1 2026 |
| Trust Co$1.1B AUM | 0.00% | $50,230 | 2.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 91.0K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $119,300 | 4.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $62M | 2.44M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $26M | 1.02M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $30M | 1.17M | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $944,264 | 37.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 118.3K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $50,540 | 2.0K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.00% | $718,856 | 28.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $66M | 2.60M | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $222,300 | 8.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 509.9K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3,000 | 109 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $260,837 | 10.3K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $16,375 | 648 | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $5,711 | 226 | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $4M | 141.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 71.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 168.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $466,109 | 18.4K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $316,244 | 12.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $324,298 | 12.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 78.4K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $62,745 | 2.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $240,716 | 9.6K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $97,467 | 3.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $507,996 | 19.9K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 73.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 182.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $690,182 | 27.3K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $18,318 | 715 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $194,686 | 7.6K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $598,773 | 23.7K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $27,772 | 1.1K | Q3 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $20,416 | 800 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $254,169 | 10.1K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $29,162 | 1.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $717,214 | 28.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 186.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $462,366 | 18.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10,076 | 400 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $315,294 | 12.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $544,265 | 21.5K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $5,278 | 206 | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $19,584 | 775 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 95.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $11,795 | 462 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $420,647 | 16.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $787,413 | 31.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $5,483 | 214 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $21,455 | 849 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $136,458 | 5.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $233,849 | 9.3K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,494 | 257 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $14,875 | 589 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $79,838 | 3.2K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $20,342 | 805 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $202 | 8 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $25 | 1 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $1,289 | 51 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.