IBMOISHARES TR
CUSIP 46435U259 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBMO) has 192 institutional holders in Filings Flow’s 13F database, together reporting 18.12M shares worth $464M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Mercer Global Advisors Inc /Adv, and Rossmore Private Capital.
Institutional Holders
192
Q1 2026
Reported Value
$464M
Ticker
IBMO
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rossmore Private Capital$1.1B AUM | 3.25% | $37M | 1.44M | Q1 2026 |
| Wolfstich Capital, LLC$114M AUM | 1.77% | $2M | 83.4K | Q1 2026 |
| Paradiem, LLC$454M AUM | 1.66% | $8M | 294.1K | Q1 2026 |
| Covington Investment Advisors Inc.$680M AUM | 1.22% | $8M | 323.9K | Q1 2026 |
| Kastel Capital Advisors, LLC$158M AUM | 1.19% | $2M | 75.8K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 1.05% | $6M | 214.6K | Q1 2026 |
| O'Domhnaill Enterprises, Inc.$124M AUM | 0.91% | $1M | 44.0K | Q1 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.91% | $2M | 74.5K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.90% | $2M | 95.7K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.82% | $13M | 525.1K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.81% | $3M | 131.8K | Q1 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.79% | $2M | 96.9K | Q1 2026 |
| HEFFERNAN ADVISORY, INC$108M AUM | 0.78% | $837,178 | 32.7K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.75% | $2M | 67.3K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.73% | $12M | 459.5K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 0.62% | $2M | 90.2K | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.56% | $961,125 | 37.5K | Q1 2026 |
| Evergreen Private Wealth LLC$247M AUM | 0.54% | $1M | 52.2K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.50% | $1M | 51.8K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.49% | $3M | 104.0K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.48% | $10M | 390.2K | Q1 2026 |
| POSTROCK PARTNERS LLC$216M AUM | 0.43% | $939,493 | 36.7K | Q1 2026 |
| 10Elms LLP$159M AUM | 0.40% | $630,344 | 24.6K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.40% | $6M | 227.6K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.38% | $3M | 133.1K | Q1 2026 |
| RIA Advisory Group LLC$421M AUM | 0.36% | $2M | 59.3K | Q1 2026 |
| MEMBERS WEALTH LLC$182M AUM | 0.36% | $574,985 | 22.4K | Q4 2025OLDER |
| Investment Research Partners LLC$246M AUM | 0.32% | $775,487 | 30.3K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.31% | $633,369 | 24.7K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.31% | $2M | 96.1K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 0.28% | $1M | 52.8K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.28% | $529,849 | 20.7K | Q1 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 0.28% | $1M | 53.4K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.27% | $7M | 255.8K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.26% | $5M | 189.7K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.25% | $1M | 48.2K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 0.24% | $914,094 | 35.7K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.23% | $297,154 | 11.6K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.22% | $2M | 73.4K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.20% | $508,179 | 19.8K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 0.19% | $538,973 | 21.0K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.19% | $448,818 | 17.5K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.19% | $5M | 184.2K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.18% | $765,147 | 29.9K | Q1 2026 |
| ArborFi Advisors, LLC$122M AUM | 0.16% | $203,276 | 7.9K | Q4 2025OLDER |
| Downshift Financial, LLC$193M AUM | 0.15% | $283,015 | 11.0K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 0.15% | $233,079 | 9.1K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.13% | $590,772 | 23.1K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.13% | $602,587 | 23.5K | Q1 2026 |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.12% | $256,300 | 10.0K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.12% | $818,725 | 31.9K | Q1 2026 |
| Peloton Wealth Strategists$247M AUM | 0.11% | $282,000 | 11.0K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.11% | $534,744 | 20.9K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.11% | $275,143 | 10.7K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.11% | $898,690 | 35.1K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.11% | $2M | 59.2K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.11% | $320,375 | 12.5K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.10% | $451,854 | 17.6K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.10% | $5M | 206.1K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.10% | $918,451 | 35.8K | Q1 2026 |
| Juno Financial Group LLC$255M AUM | 0.10% | $260,850 | 10.2K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.10% | $312,063 | 12.2K | Q2 2025OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.10% | $218,368 | 8.5K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.10% | $559,118 | 21.8K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 0.09% | $642,903 | 25.1K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.09% | $6M | 231.6K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.09% | $499,785 | 19.5K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.09% | $355,673 | 13.9K | Q2 2025OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.09% | $261,995 | 10.2K | Q2 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.08% | $508,115 | 19.8K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.08% | $556,252 | 21.7K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.08% | $267,753 | 10.4K | Q3 2025OLDER |
| Horan Securities, Inc.$284M AUM | 0.08% | $216,591 | 8.5K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.07% | $9M | 366.5K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.07% | $266,142 | 10.4K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.07% | $1M | 52.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $18M | 699.5K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.06% | $223,426 | 8.7K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.06% | $326,731 | 12.7K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.06% | $3M | 103.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $40M | 1.58M | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.06% | $892,275 | 34.8K | Q3 2025OLDER |
| Exchange Capital Management, Inc.$670M AUM | 0.06% | $381,757 | 14.9K | Q2 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.05% | $233,451 | 9.1K | Q2 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $715,133 | 27.9K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.05% | $1M | 45.5K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 0.05% | $59,590 | 2.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 76.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $15M | 568.7K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $379,683 | 14.8K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.04% | $267,218 | 10.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $561,294 | 21.9K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $3M | 127.9K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.04% | $703,825 | 27.5K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $228,568 | 8.9K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.04% | $366,638 | 14.3K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $308,278 | 12.0K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.03% | $281,054 | 11.0K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.03% | $301,264 | 11.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 167.3K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 81.4K | Q1 2026 |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.02% | $26,015 | 1.0K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 0.02% | $242,229 | 9.5K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.02% | $701,467 | 27.4K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $348,594 | 13.6K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.02% | $56,925 | 2.2K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $721,000 | 28.1K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $251,866 | 9.8K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $2M | 59.3K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.02% | $1M | 54.5K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $279,188 | 10.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $812,471 | 31.7K | Q1 2026 |
| HORAN Wealth, LLC$1.1B AUM | 0.02% | $216,710 | 8.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 64.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.02% | $17M | 643.9K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $1M | 40.4K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $319,749 | 12.5K | Q2 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 140.5K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $391,092 | 15.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $827,670 | 32.3K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $969,429 | 37.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 105.0K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.01% | $93,063 | 3.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 49.0K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 58.3K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $234,796 | 9.2K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $179,331 | 7.0K | Q4 2025OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.01% | $256,600 | 10.0K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 53.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 41.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $326,595 | 12.7K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.01% | $201,763 | 7.9K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $82,657 | 3.2K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $239,693 | 9.3K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $635,803 | 24.8K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.01% | $48,825 | 1.9K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $940,784 | 36.7K | Q1 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.01% | $209,571 | 8.2K | Q2 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $339,059 | 13.2K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $285,061 | 11.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 46.1K | Q3 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $294,731 | 11.5K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $617,350 | 24.1K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $251,225 | 9.8K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $93,703 | 3.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 268.1K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 43.6K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $211,233 | 8.2K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $262,579 | 10.2K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.01% | $76,634 | 3.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 87.0K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $24,733 | 965 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 154.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 103.6K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $75,737 | 3.0K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.01% | $337,034 | 13.2K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $22,939 | 895 | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.00% | $49,158 | 1.9K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $157,704 | 6.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $382,169 | 14.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 253.1K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $212,183 | 8.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $51M | 1.99M | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $52,731 | 2.1K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $230,362 | 9.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $219,469 | 8.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $205,040 | 8.0K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 54.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 404.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 98.9K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $8,025 | 313 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 60.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 463.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $448,366 | 17.5K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 72.1K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $259,658 | 10.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $772,000 | 30.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $380,471 | 14.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 76.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 381.3K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $294,489 | 11.5K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $99,957 | 3.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 178.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $897,050 | 35.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 182.2K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $238,667 | 9.3K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $16,408 | 640 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $778,204 | 30.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $511,535 | 20.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $350,000 | 13.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $49,857 | 1.9K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $159,547 | 6.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $50,522 | 2.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $301,000 | 11.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $374,662 | 14.6K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $299,797 | 11.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 88.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 332.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $72,399 | 2.8K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $487 | 19 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 41.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $500,861 | 19.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $231,106 | 9.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 59.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $18,579 | 725 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 73.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $55,402 | 2.2K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,358 | 131 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $927,216 | 36.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,556 | 802 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $21,421 | 836 | Q2 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $743 | 29 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $827,612 | 32.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $288,543 | 11.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $96,854 | 3.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,610 | 180 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $591 | 23 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $215,518 | 8.4K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $12,302 | 480 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $974 | 38 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $11,300 | 441 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $26 | 1 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3,768 | 147 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.