IBTGISHARES TR
CUSIP 46436E858 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBTG) has 321 institutional holders in Filings Flow’s 13F database, together reporting 81.33M shares worth $1.8B as of Q1 2026. The largest reported holders are Hm Payson & Co, Northcoast Asset Management LLC, and Bank Of America Corp /De/.
Institutional Holders
321
Q1 2026
Reported Value
$1.8B
Ticker
IBTG
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Delta Wealth Advisors LLC$131M AUM | 10.74% | $14M | 615.9K | Q1 2026 |
| Horizon Advisory Services, Inc.$195M AUM | 10.30% | $20M | 878.3K | Q1 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 6.15% | $19M | 842.2K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 5.96% | $18M | 777.7K | Q1 2026 |
| Wealth Management Strategies, Inc.$221M AUM | 5.35% | $12M | 515.8K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 5.26% | $15M | 668.8K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 5.10% | $37M | 1.60M | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 4.05% | $6M | 267.2K | Q2 2025OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 3.69% | $9M | 376.0K | Q4 2025OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 3.64% | $6M | 242.8K | Q1 2026 |
| Juno Financial Group LLC$255M AUM | 3.28% | $8M | 365.0K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 2.94% | $9M | 397.7K | Q4 2025OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 2.82% | $14M | 613.1K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 2.53% | $4M | 162.1K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 2.42% | $104M | 4.55M | Q1 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 2.39% | $3M | 138.6K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 2.23% | $6M | 264.7K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 1.97% | $8M | 364.8K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 1.95% | $135M | 5.91M | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 1.88% | $8M | 341.9K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 1.73% | $41M | 1.80M | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 1.56% | $16M | 695.6K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 1.45% | $2M | 93.1K | Q1 2026 |
| SUMMITRY LLC$2.8B AUM | 1.24% | $35M | 1.53M | Q1 2026 |
| Sunbeam Capital Management, LLC$175M AUM | 1.16% | $2M | 88.7K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 1.12% | $21M | 906.1K | Q1 2026 |
| Asset Advisors Investment Management, LLC$1.0B AUM | 1.06% | $11M | 484.2K | Q1 2026 |
| Archer Investment Corp$469M AUM | 1.05% | $5M | 215.2K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 1.00% | $5M | 200.3K | Q1 2026 |
| McGuire Investment Group, LLC$885M AUM | 0.99% | $9M | 382.2K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.99% | $4M | 153.2K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.87% | $2M | 91.6K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.85% | $14M | 601.8K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.85% | $37M | 1.61M | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.84% | $11M | 486.1K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.83% | $57M | 2.49M | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.80% | $2M | 79.0K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.79% | $1M | 52.5K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.77% | $11M | 491.9K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.76% | $2M | 86.9K | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 0.74% | $2M | 105.2K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.70% | $1M | 58.5K | Q1 2026 |
| Crestmont Private Wealth LLC$317M AUM | 0.68% | $2M | 93.9K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.68% | $21M | 920.1K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 0.64% | $3M | 135.3K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.56% | $8M | 346.9K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.49% | $12M | 530.0K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 0.49% | $4M | 194.4K | Q1 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.48% | $11M | 485.3K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 0.45% | $3M | 124.8K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.45% | $1M | 64.5K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.44% | $1M | 55.1K | Q3 2025OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.44% | $893,456 | 39.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.44% | $10M | 435.9K | Q3 2025OLDER |
| Essential Planning, LLC.$315M AUM | 0.41% | $1M | 55.7K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.39% | $792,643 | 34.6K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 0.39% | $4M | 157.7K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.38% | $5M | 218.6K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.38% | $26M | 1.14M | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.38% | $1M | 47.7K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.38% | $19M | 842.1K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.37% | $850,628 | 37.1K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.37% | $2M | 92.6K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.37% | $889,354 | 38.8K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.35% | $2M | 67.2K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.35% | $897,604 | 39.2K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.34% | $695,065 | 30.3K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.33% | $6M | 249.7K | Q1 2026 |
| Heartland Bank & Trust Co$442M AUM | 0.33% | $1M | 63.1K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.33% | $495,239 | 21.6K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.31% | $2M | 87.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.29% | $37M | 1.60M | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.29% | $1M | 60.3K | Q1 2026 |
| Northstar Group, Inc.$707M AUM | 0.28% | $2M | 86.5K | Q1 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.28% | $2M | 88.0K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.27% | $2M | 71.8K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.26% | $18M | 776.7K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.26% | $43M | 1.86M | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.26% | $318,862 | 13.9K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.25% | $11M | 476.2K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.25% | $653,589 | 28.5K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 0.24% | $532,338 | 23.2K | Q1 2026 |
| Kastel Capital Advisors, LLC$158M AUM | 0.24% | $395,103 | 17.3K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.23% | $2M | 79.0K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.23% | $866,841 | 37.8K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.23% | $4M | 160.5K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.22% | $1M | 49.2K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.22% | $1M | 60.9K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.22% | $5M | 229.8K | Q1 2026 |
| Alessandra Capital Management, LLC$113M AUM | 0.21% | $240,188 | 10.5K | Q1 2026 |
| Greenfield Savings Bank$264M AUM | 0.20% | $475,754 | 20.7K | Q3 2025OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.20% | $576,977 | 25.2K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 0.19% | $1M | 58.9K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.19% | $5M | 228.2K | Q1 2026 |
| Cannon Financial Strategists, Inc.$761M AUM | 0.19% | $1M | 63.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.19% | $11M | 461.9K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.18% | $23M | 1.02M | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.18% | $481,238 | 21.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.18% | $16M | 694.3K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.18% | $2M | 108.3K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.17% | $890,431 | 38.9K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 0.17% | $250,292 | 10.9K | Q3 2025OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.17% | $764,742 | 33.4K | Q1 2026 |
| Richard P Slaughter Associates Inc$463M AUM | 0.17% | $812,295 | 35.4K | Q2 2025OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.16% | $371,796 | 16.2K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.16% | $3M | 118.6K | Q3 2025OLDER |
| STAR Financial Bank$212M AUM | 0.16% | $312,381 | 13.7K | Q4 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.15% | $806,186 | 35.2K | Q1 2026 |
| Flavin Financial Services, Inc.$149M AUM | 0.15% | $227,179 | 9.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.15% | $42M | 1.82M | Q4 2025OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.15% | $350,826 | 15.3K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.15% | $4M | 160.7K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.14% | $212,422 | 9.3K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.13% | $529,288 | 23.1K | Q1 2026 |
| Trust Co$1.1B AUM | 0.13% | $1M | 60.8K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.13% | $467,616 | 20.4K | Q1 2026 |
| 4J Wealth Management LLC$176M AUM | 0.13% | $223,125 | 9.7K | Q1 2026 |
| Churchill Financial Advisors, LLC$476M AUM | 0.13% | $594,896 | 26.0K | Q1 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.12% | $261,025 | 11.4K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 0.12% | $366,640 | 16.0K | Q1 2026 |
| Towne Trust Company, N.A$311M AUM | 0.12% | $380,389 | 16.6K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 0.12% | $252,691 | 11.0K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.12% | $6M | 267.5K | Q1 2026 |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.12% | $375,234 | 16.4K | Q1 2026 |
| Black Swift Group, LLC$571M AUM | 0.12% | $676,451 | 29.5K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.12% | $1M | 53.8K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.11% | $302,457 | 13.2K | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.11% | $610,725 | 26.7K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.11% | $1M | 61.5K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.11% | $7M | 288.7K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.11% | $4M | 178.8K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.11% | $1M | 62.2K | Q4 2025OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.10% | $349,572 | 15.3K | Q3 2025OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.10% | $538,370 | 23.5K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.10% | $606,379 | 26.5K | Q1 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 0.10% | $121,564 | 5.3K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.10% | $1M | 48.1K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.10% | $550,142 | 24.0K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.09% | $230,365 | 10.1K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.09% | $2M | 73.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.09% | $4M | 179.1K | Q2 2025OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.09% | $618,361 | 27.0K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.09% | $2M | 85.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.09% | $58M | 2.52M | Q1 2026 |
| Black Cypress Capital Management, LLC$139M AUM | 0.08% | $116,867 | 5.1K | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.08% | $158,447 | 6.9K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.08% | $1M | 50.4K | Q1 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.08% | $255,158 | 11.1K | Q3 2025OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.07% | $230,745 | 10.1K | Q2 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.07% | $288,455 | 12.6K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.07% | $2M | 68.1K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.07% | $2M | 102.9K | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.07% | $209,052 | 9.1K | Q3 2025OLDER |
| Decker Wealth Management LLC$456M AUM | 0.07% | $321,851 | 14.1K | Q1 2026 |
| Highland Financial Advisors, LLC$455M AUM | 0.07% | $252,684 | 11.0K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.06% | $213,537 | 9.3K | Q3 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.06% | $2M | 82.5K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.06% | $680,919 | 29.7K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.06% | $234,856 | 10.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $261,965 | 11.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.05% | $4M | 154.2K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.05% | $2M | 89.1K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.05% | $370,994 | 16.2K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.05% | $383,025 | 16.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $10M | 427.7K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.05% | $3M | 148.4K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.05% | $64,204 | 2.8K | Q2 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $609,066 | 26.6K | Q1 2026 |
| Essex Bank$452M AUM | 0.05% | $218,149 | 9.5K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 0.05% | $275,415 | 12.0K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.05% | $459,672 | 20.1K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.05% | $280,250 | 12.2K | Q1 2026 |
| United Community Bank$300M AUM | 0.05% | $136,001 | 5.9K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.05% | $218,705 | 9.5K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.04% | $4M | 165.7K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 175.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $2M | 77.7K | Q4 2025OLDER |
| Hara Capital LLC$200M AUM | 0.04% | $76,540 | 3.3K | Q4 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.04% | $2M | 89.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 87.8K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.04% | $505,597 | 22.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.04% | $15M | 669.6K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.04% | $515,471 | 22.5K | Q3 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $317,218 | 13.8K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 0.04% | $48,076 | 2.1K | Q1 2026 |
| CNB Bank$238M AUM | 0.04% | $90,010 | 3.9K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.04% | $1M | 57.9K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.04% | $316,460 | 13.8K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 75.3K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $3M | 125.8K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $465,972 | 20.3K | Q1 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 0.03% | $252,883 | 11.1K | Q4 2025OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.03% | $548,127 | 23.9K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.03% | $90,575 | 4.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 79.8K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $354,976 | 15.5K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $103,690 | 4.5K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $61,389 | 2.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 112.6K | Q1 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.03% | $238,774 | 10.4K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.03% | $252,065 | 11.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 215.7K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.03% | $393,347 | 17.2K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $431,558 | 18.8K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $462,906 | 20.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $18M | 767.8K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.02% | $243,683 | 10.6K | Q1 2026 |
| Clayton Financial Group LLC$195M AUM | 0.02% | $46,472 | 2.0K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $284,430 | 12.4K | Q2 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $426,196 | 18.6K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $288,454 | 12.6K | Q1 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.02% | $448,218 | 19.6K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $796,762 | 34.8K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $385,315 | 16.8K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.02% | $278,601 | 12.2K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.02% | $2M | 72.6K | Q1 2026 |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.02% | $200,506 | 8.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $12M | 529.2K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.02% | $141,825 | 6.2K | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.02% | $9M | 395.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 131.6K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.02% | $426,219 | 18.6K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.02% | $45,250 | 2.0K | Q2 2025OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $296,168 | 12.9K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $212,193 | 9.3K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $207,202 | 9.1K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $15M | 640.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 57.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $453,442 | 19.8K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $263,099 | 11.5K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $632,798 | 27.6K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $352,617 | 15.4K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $580,731 | 25.3K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.02% | $317,785 | 13.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 473.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $55M | 2.39M | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $5M | 207.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 133.1K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 45.2K | Q2 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $481,215 | 21.0K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $652,482 | 28.5K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $245,878 | 10.7K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.01% | $223,214 | 9.8K | Q4 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $222,970 | 9.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 65.5K | Q2 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $1M | 51.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 83.0K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $217,578 | 9.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $39M | 1.69M | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 118.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 167.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 383.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $54M | 2.36M | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $633,457 | 27.6K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $27,540 | 1.2K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 454.7K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $661,189 | 28.9K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $11,126 | 486 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $15M | 671.4K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $286,163 | 12.5K | Q1 2026 |
| Robbins Farley$226M AUM | 0.01% | $20,257 | 884 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 98.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $31M | 1.37M | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $540,031 | 23.6K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 48.9K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $561,715 | 24.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 338.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 200.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $270,142 | 11.8K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $213,751 | 9.3K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.01% | $46,037 | 2.0K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $236,368 | 10.3K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $20,408 | 890 | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $95M | 4.15M | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $75,574 | 3.3K | Q3 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $494,804 | 21.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $375,484 | 16.4K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $349,173 | 15.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $451,991 | 19.7K | Q1 2026 |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.01% | $201,872 | 8.8K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $37M | 1.61M | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $205,333 | 9.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $91M | 3.98M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $2M | 108.5K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $303,252 | 13.2K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $45,498 | 2.0K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $204,191 | 8.9K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $481,238 | 21.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $256,602 | 11.2K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.00% | $208,733 | 9.1K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $48,382 | 2.1K | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $48,031 | 2.1K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $368,301 | 16.1K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $654,339 | 28.6K | Q4 2025OLDER |
| SFAM, LLC$108M AUM | 0.00% | $4,514 | 197 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $121,564 | 5.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $725,925 | 31.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 137.9K | Q1 2026 |
| MAIRS & POWER INC$9.8B AUM | 0.00% | $326,653 | 14.3K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $44,032 | 1.9K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $248,697 | 10.9K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $222,986 | 9.7K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $26,055 | 1.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 86.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $547,542 | 23.9K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $327,410 | 14.3K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $68,195 | 3.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $384,146 | 16.8K | Q2 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $207,413 | 9.1K | Q3 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $2,865 | 125 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $27,498 | 1.2K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $85,931 | 3.8K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $4,262 | 186 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 492.9K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $93,447 | 4.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 328.4K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $292,215 | 12.8K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $13,497 | 589 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 88.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $163,544 | 7.1K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $29,240 | 1.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $228,843 | 10.0K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $656,773 | 28.7K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $50,299 | 2.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $265,717 | 11.6K | Q4 2025OLDER |
| Balentine LLC$2.5B AUM | 0.00% | $25,161 | 1.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $18,757 | 819 | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $34,395 | 1.5K | Q2 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $45,601 | 2.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $81,054 | 3.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $450,486 | 19.7K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.00% | $2,043 | 89 | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $24,977 | 1.1K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $12,672 | 553 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $316,250 | 13.8K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $340,311 | 14.9K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $22,525 | 983 | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $336,851 | 14.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $773,954 | 33.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $12,582 | 550 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 154.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $70,945 | 3.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 132.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $166,708 | 7.3K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,800 | 341 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $15M | 660.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $203,412 | 8.9K | Q2 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $467,168 | 20.4K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $1,324 | 58 | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $18,332 | 800 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $98,009 | 4.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $599,365 | 26.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $455,115 | 19.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4,556 | 198 | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $115 | 5 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,169 | 51 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $9,136 | 400 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $40,107 | 1.8K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $80,474 | 3.5K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $38,364 | 1.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,458 | 500 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $93,409 | 4.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12,695 | 554 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.