IBTJISHARES TR
CUSIP 46436E825 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBTJ) has 218 institutional holders in Filings Flow’s 13F database, together reporting 49.14M shares worth $1.1B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Mercer Global Advisors Inc /Adv.
Institutional Holders
218
Q1 2026
Reported Value
$1.1B
Ticker
IBTJ
Quarters Tracked
25
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $74M | 3.38M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $54M | 2.46M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.08% | $51M | 2.34M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $50M | 2.29M | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 3.79% | $40M | 1.82M | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.44% | $38M | 1.75M | Q1 2026 |
| Financial Advisory Corp$754M AUM | 4.77% | $34M | 1.57M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $34M | 1.57M | Q1 2026 |
| Asset Advisors Investment Management, LLC$1.0B AUM | 2.58% | $27M | 1.24M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $27M | 1.22M | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.16% | $26M | 1.20M | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 1.99% | $23M | 1.04M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $22M | 994.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $22M | 987.3K | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 1.16% | $21M | 945.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 915.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $18M | 835.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.17% | $18M | 803.1K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 1.49% | $17M | 797.7K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.24% | $17M | 771.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.04% | $17M | 756.7K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $15M | 691.1K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 5.02% | $15M | 672.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 616.7K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 4.47% | $13M | 612.5K | Q1 2026 |
| Wealth Management Strategies, Inc.$221M AUM | 5.36% | $12M | 542.6K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.72% | $12M | 537.3K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.37% | $11M | 521.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.13% | $11M | 517.9K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 1.68% | $11M | 485.5K | Q1 2026 |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 4.46% | $10M | 466.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $10M | 454.0K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.84% | $10M | 439.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.07% | $10M | 436.6K | Q1 2026 |
| Waycross Investment Management Co$105M AUM | 9.09% | $10M | 435.9K | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 5.61% | $9M | 424.9K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 3.92% | $9M | 393.9K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.22% | $8M | 361.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.05% | $8M | 359.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $8M | 343.9K | Q1 2026 |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 3.33% | $7M | 323.3K | Q1 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 2.70% | $6M | 296.8K | Q1 2026 |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.89% | $6M | 292.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 288.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 275.2K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.11% | $6M | 262.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $6M | 254.1K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 1.44% | $5M | 236.1K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 0.60% | $5M | 247.9K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.31% | $5M | 246.7K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.08% | $5M | 243.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 232.8K | Q1 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.21% | $5M | 222.8K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.33% | $5M | 218.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.17% | $5M | 210.5K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.18% | $4M | 186.6K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 186.6K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $4M | 184.7K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.06% | $4M | 183.3K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.23% | $4M | 175.6K | Q1 2026 |
| Whalen Wealth Management Inc.$187M AUM | 2.30% | $4M | 167.5K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.06% | $4M | 166.7K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.15% | $4M | 165.3K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 1.01% | $4M | 165.2K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.13% | $3M | 152.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.06% | $3M | 149.3K | Q1 2026 |
| BOSTON FAMILY OFFICE LLC$1.5B AUM | 0.22% | $3M | 148.1K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.31% | $3M | 142.8K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 0.65% | $3M | 119.7K | Q1 2026 |
| Northstar Group, Inc.$707M AUM | 0.42% | $3M | 135.9K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.03% | $3M | 134.2K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.21% | $3M | 126.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 133.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 131.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 122.5K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.11% | $3M | 119.3K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.03% | $2M | 102.8K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.33% | $2M | 99.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 96.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 91.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 88.5K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.14% | $2M | 85.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 85.3K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.13% | $2M | 82.4K | Q1 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT$79M AUM | 2.24% | $2M | 80.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 76.0K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 74.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $2M | 71.6K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.04% | $2M | 68.7K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.40% | $1M | 60.4K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $1M | 59.6K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.64% | $1M | 59.2K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.62% | $1M | 58.7K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.30% | $1M | 57.8K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.20% | $1M | 56.3K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $1M | 48.7K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.42% | $1M | 47.3K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.42% | $955,129 | 43.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $949,306 | 43.5K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $939,723 | 43.0K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.61% | $927,173 | 42.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $914,151 | 41.9K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.11% | $889,373 | 40.7K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.36% | $855,805 | 39.2K | Q1 2026 |
| Chris Bulman Inc$228M AUM | 0.37% | $848,121 | 38.8K | Q1 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.04% | $840,607 | 38.5K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.08% | $832,024 | 38.1K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.16% | $816,577 | 37.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $784,145 | 35.7K | Q3 2025OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.21% | $773,413 | 35.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $743,361 | 34.0K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $725,841 | 33.2K | Q1 2026 |
| Mendota Financial Group, LLC$161M AUM | 0.51% | $688,193 | 31.5K | Q1 2026 |
| L2 Asset Management, LLC$1.1B AUM | 0.07% | $683,776 | 31.3K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.17% | $647,754 | 29.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $635,185 | 29.1K | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.49% | $599,394 | 27.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $588,669 | 26.9K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 0.40% | $581,066 | 26.6K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.11% | $565,865 | 25.9K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.27% | $560,033 | 25.6K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.04% | $547,047 | 25.0K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $526,845 | 24.1K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.09% | $525,490 | 24.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $504,523 | 23.1K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.12% | $501,690 | 23.0K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.13% | $467,019 | 21.4K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.03% | $450,442 | 20.5K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $433,883 | 19.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $433,736 | 19.9K | Q1 2026 |
| Heartland Bank & Trust Co$442M AUM | 0.10% | $427,883 | 19.6K | Q1 2026 |
| Greenfield Savings Bank$264M AUM | 0.18% | $424,500 | 19.3K | Q3 2025OLDER |
| Walleye Partners, LLC$81M AUM | 0.51% | $416,544 | 19.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $409,513 | 18.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $408,630 | 18.7K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.06% | $401,911 | 18.4K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $394,736 | 18.1K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.18% | $387,123 | 17.7K | Q1 2026 |
| Black Maple Capital Management LP$179M AUM | 0.21% | $382,252 | 17.5K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.06% | $378,614 | 17.3K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $375,547 | 17.2K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.03% | $374,520 | 17.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $369,347 | 16.9K | Q1 2026 |
| Madrid Wealth Management, LLC$133M AUM | 0.28% | $369,169 | 16.9K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $368,690 | 16.9K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $363,708 | 16.7K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.14% | $363,708 | 16.7K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.09% | $354,838 | 16.2K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $354,781 | 16.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $350,785 | 16.1K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $349,819 | 16.0K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $347,850 | 15.9K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.22% | $345,709 | 15.8K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.12% | $343,609 | 15.7K | Q3 2025OLDER |
| COWA, LLC$371M AUM | 0.09% | $343,481 | 15.7K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 0.13% | $342,236 | 15.7K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.09% | $340,273 | 15.6K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.02% | $321,661 | 14.7K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $316,091 | 14.5K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.13% | $314,190 | 14.4K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 0.18% | $307,855 | 14.1K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.10% | $306,043 | 14.0K | Q1 2026 |
| Opus Capital Group, LLC$930M AUM | 0.03% | $304,000 | 13.9K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 0.08% | $302,591 | 13.9K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.03% | $299,162 | 13.7K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $297,728 | 12.8K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.04% | $296,846 | 13.6K | Q1 2026 |
| MLP3, LLC$91M AUM | 0.32% | $289,667 | 13.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $286,534 | 13.1K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $285,169 | 13.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $284,833 | 13.0K | Q1 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $282,755 | 12.9K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.02% | $280,486 | 12.8K | Q1 2026 |
| Alamar Capital Management, LLC$181M AUM | 0.15% | $278,702 | 12.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $278,184 | 12.7K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $271,133 | 12.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $271,072 | 12.4K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $268,366 | 12.3K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.11% | $268,167 | 12.3K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.01% | $263,842 | 12.1K | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.05% | $261,193 | 12.0K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.06% | $259,014 | 11.9K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 0.12% | $256,413 | 11.7K | Q4 2025OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.07% | $255,519 | 11.7K | Q1 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 0.03% | $253,267 | 11.5K | Q4 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.01% | $252,523 | 11.5K | Q3 2025OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.08% | $248,289 | 11.3K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.08% | $239,399 | 11.0K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.08% | $231,168 | 10.5K | Q2 2025OLDER |
| Trust Co$1.1B AUM | 0.02% | $224,377 | 10.3K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $221,902 | 10.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $220,347 | 10.0K | Q4 2025OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.08% | $209,007 | 9.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $208,821 | 9.6K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.02% | $207,509 | 9.5K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.01% | $204,494 | 9.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $204,291 | 9.3K | Q3 2025OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.07% | $201,676 | 9.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $200,915 | 9.2K | Q4 2025OLDER |
| Towne Trust Company, N.A$311M AUM | 0.06% | $184,268 | 8.4K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $156,484 | 7.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.03% | $137,425 | 6.3K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.02% | $125,466 | 5.7K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.01% | $117,777 | 5.4K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $115,266 | 5.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $114,250 | 5.2K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $111,814 | 5.1K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.05% | $105,545 | 4.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $99,443 | 4.6K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.04% | $95,921 | 4.4K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $95,433 | 4.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $89,447 | 4.1K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $78,701 | 3.6K | Q1 2026 |
| First PREMIER Bank$433M AUM | 0.02% | $78,000 | 3.6K | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $76,733 | 3.5K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $69,985 | 3.2K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $61,925 | 2.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $60,085 | 2.7K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $59,806 | 2.7K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.05% | $49,802 | 2.3K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $48,478 | 2.2K | Q4 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $47,000 | 2.1K | Q2 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $45,523 | 2.1K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.03% | $43,732 | 2.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $38,532 | 1.8K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $29,139 | 1.3K | Q1 2026 |
| Clayton Financial Group LLC$195M AUM | 0.01% | $23,285 | 1.1K | Q1 2026 |
| Robbins Farley$226M AUM | 0.01% | $19,921 | 912 | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.01% | $18,000 | 812 | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $14,132 | 647 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $13,540 | 617 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $12,800 | 586 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $10,297 | 469 | Q3 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $10,154 | 463 | Q2 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $8,476 | 388 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $7,176 | 327 | Q4 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $6,849 | 312 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $6,213 | 283 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $5,286 | 242 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,332 | 152 | Q2 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $2,326 | 106 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $2,184 | 100 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,398 | 64 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,180 | 54 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,113 | 51 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $291 | 13 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $22 | 1 | Q1 2026 |
| 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.