IBMPISHARES TR
CUSIP 46435U283 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBMP) has 186 institutional holders in Filings Flow’s 13F database, together reporting 20.98M shares worth $533M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Mercer Global Advisors Inc /Adv, and Wells Fargo & Company/Mn.
Institutional Holders
186
Q1 2026
Reported Value
$533M
Ticker
IBMP
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $60M | 2.36M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.07% | $44M | 1.75M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $27M | 1.04M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $25M | 985.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.23% | $25M | 976.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.02% | $18M | 693.8K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 1.41% | $16M | 636.6K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.88% | $14M | 566.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $14M | 560.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 492.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $12M | 486.0K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.55% | $11M | 443.5K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.64% | $10M | 406.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $10M | 392.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 375.8K | Q1 2026 |
| Covington Investment Advisors Inc.$680M AUM | 1.39% | $9M | 370.5K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.26% | $8M | 310.8K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 1.40% | $7M | 289.2K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.10% | $7M | 277.9K | Q1 2026 |
| Paradiem, LLC$454M AUM | 1.39% | $6M | 248.5K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.24% | $6M | 242.8K | Q1 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 1.16% | $6M | 232.4K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 207.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 201.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 199.9K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.34% | $5M | 198.0K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.26% | $5M | 194.1K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 170.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 169.7K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.08% | $4M | 164.9K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.17% | $4M | 161.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 151.4K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.41% | $4M | 144.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 136.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 132.8K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.58% | $3M | 124.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 119.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 114.1K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $3M | 108.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.06% | $3M | 104.3K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.98% | $3M | 104.2K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.32% | $3M | 98.5K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 0.67% | $2M | 98.0K | Q1 2026 |
| POSTROCK PARTNERS LLC$216M AUM | 1.14% | $2M | 96.6K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.56% | $2M | 91.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 91.1K | Q4 2025OLDER |
| Glenview Trust Co$6.4B AUM | 0.04% | $2M | 90.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 89.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 85.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 83.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 83.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 82.8K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 76.9K | Q1 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.90% | $2M | 74.9K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.11% | $2M | 74.8K | Q1 2026 |
| Kastel Capital Advisors, LLC$158M AUM | 1.17% | $2M | 74.9K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.75% | $2M | 67.9K | Q1 2026 |
| Wolfstich Capital, LLC$114M AUM | 1.46% | $2M | 69.1K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.63% | $2M | 60.4K | Q1 2026 |
| Avail Investment Partners, LLC$94M AUM | 1.64% | $2M | 60.4K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.22% | $2M | 59.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 58.5K | Q1 2026 |
| RIA Advisory Group LLC$421M AUM | 0.35% | $1M | 57.2K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.10% | $1M | 56.8K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $1M | 56.6K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.03% | $1M | 55.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 55.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 55.1K | Q3 2025OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.55% | $1M | 53.0K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $1M | 51.1K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 49.0K | Q3 2025OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.25% | $1M | 48.6K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.04% | $1M | 48.2K | Q1 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT$79M AUM | 1.49% | $1M | 46.3K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 45.9K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.05% | $1M | 45.9K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 45.0K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 0.30% | $1M | 44.7K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 44.6K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.43% | $1M | 44.5K | Q1 2026 |
| O'Domhnaill Enterprises, Inc.$124M AUM | 0.91% | $1M | 44.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 42.7K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 42.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 42.5K | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.63% | $1M | 42.5K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 40.4K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.10% | $1M | 40.4K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 0.21% | $1M | 40.3K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.06% | $960,156 | 37.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $927,771 | 36.5K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.19% | $922,582 | 36.3K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.13% | $908,030 | 35.7K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $890,400 | 35.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $851,140 | 33.5K | Q1 2026 |
| HEFFERNAN ADVISORY, INC$108M AUM | 0.78% | $841,860 | 33.1K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.19% | $822,427 | 32.3K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.01% | $819,321 | 32.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $815,835 | 32.1K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $788,640 | 31.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $785,739 | 30.9K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.36% | $767,830 | 30.2K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $718,855 | 28.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $701,000 | 27.5K | Q1 2026 |
| 10Elms LLP$159M AUM | 0.44% | $696,903 | 27.4K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.02% | $658,260 | 25.9K | Q1 2026 |
| MEMBERS WEALTH LLC$182M AUM | 0.39% | $650,344 | 25.6K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.08% | $649,483 | 25.5K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 0.09% | $637,171 | 25.0K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 0.21% | $591,432 | 23.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $558,404 | 21.9K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.10% | $558,154 | 21.9K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $552,986 | 21.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $540,012 | 21.2K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.11% | $535,944 | 21.1K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.06% | $525,997 | 20.7K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.26% | $521,571 | 20.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $514,549 | 20.2K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.09% | $500,786 | 19.7K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.19% | $497,150 | 19.5K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $495,314 | 19.5K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $470,502 | 18.5K | Q4 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.20% | $460,337 | 18.1K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.20% | $414,591 | 16.3K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.10% | $414,442 | 16.3K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.10% | $400,027 | 15.7K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.01% | $395,465 | 15.5K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $383,110 | 15.1K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $382,849 | 15.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $379,501 | 14.9K | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $377,000 | 14.8K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.06% | $369,898 | 14.5K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.04% | $367,787 | 14.5K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.03% | $365,274 | 14.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $362,902 | 14.3K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.09% | $355,001 | 14.0K | Q2 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.02% | $353,972 | 13.9K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.05% | $353,658 | 14.0K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $336,342 | 13.2K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $331,814 | 13.0K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.07% | $328,176 | 12.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $327,673 | 12.9K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.06% | $327,642 | 12.9K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $312,149 | 12.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $304,848 | 12.0K | Q1 2026 |
| Trust Co$1.1B AUM | 0.03% | $301,237 | 11.8K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $294,270 | 11.6K | Q4 2025OLDER |
| PARTNERS WEALTH MANAGEMENT, LLC$97M AUM | 0.33% | $293,117 | 11.6K | Q2 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $292,670 | 11.5K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $283,246 | 11.1K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $278,390 | 10.9K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.11% | $270,485 | 10.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $269,282 | 10.6K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.09% | $264,071 | 10.4K | Q2 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $261,635 | 10.3K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.07% | $261,116 | 10.3K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $260,521 | 10.3K | Q2 2025OLDER |
| Juno Financial Group LLC$255M AUM | 0.10% | $259,158 | 10.2K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 0.12% | $258,547 | 10.1K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $254,400 | 10.0K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.02% | $254,400 | 10.0K | Q1 2026 |
| Peloton Wealth Strategists$247M AUM | 0.10% | $254,000 | 10.0K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.03% | $253,423 | 10.0K | Q2 2025OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.08% | $253,382 | 10.0K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 0.02% | $242,112 | 9.5K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.08% | $241,680 | 9.5K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $241,197 | 9.5K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.01% | $239,008 | 9.4K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.07% | $234,811 | 9.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $234,302 | 9.2K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 0.14% | $231,911 | 9.1K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.02% | $230,766 | 9.1K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.15% | $224,228 | 8.8K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $223,872 | 8.8K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $219,624 | 8.6K | Q1 2026 |
| HORAN Wealth, LLC$1.1B AUM | 0.02% | $216,932 | 8.5K | Q1 2026 |
| Horan Securities, Inc.$284M AUM | 0.08% | $216,590 | 8.5K | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $215,952 | 8.5K | Q3 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.04% | $214,968 | 8.4K | Q1 2026 |
| ArborFi Advisors, LLC$122M AUM | 0.17% | $211,661 | 8.3K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $206,929 | 8.1K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $199,011 | 7.8K | Q3 2025OLDER |
| CNB Bank$238M AUM | 0.08% | $193,191 | 7.6K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.03% | $192,072 | 7.5K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.02% | $178,000 | 7.0K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $158,867 | 6.2K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $153,457 | 6.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $132,791 | 5.2K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.01% | $119,975 | 4.7K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $69,324 | 2.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $68,324 | 2.7K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $60,274 | 2.4K | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.02% | $56,757 | 2.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $53,421 | 2.1K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $50,495 | 2.0K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $49,939 | 2.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $38,847 | 1.5K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $28,366 | 1.1K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $24,474 | 962 | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $23,151 | 910 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $21,294 | 837 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,658 | 812 | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $20,352 | 800 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $16,453 | 648 | Q4 2025OLDER |
| NorthAvenue LLC$126M AUM | 0.01% | $9,566 | 376 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8,185 | 322 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $7,973 | 314 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $6,282 | 247 | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $4,407 | 173 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3,816 | 150 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,333 | 131 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,624 | 103 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,120 | 44 | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $1,119 | 44 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $967 | 38 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $965 | 38 | Q4 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.