IEMGISHARES INC
CUSIP 46434G103 · Yahoo Finance ↗ · Google Finance ↗
Ishares Inc (IEMG) has 2,257 institutional holders in Filings Flow’s 13F database, together reporting 1.69B shares worth $117.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
2,257
Q1 2026
Reported Value
$117.8B
Ticker
IEMG
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 1.12% | $15.3B | 219.87M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.53% | $8.8B | 126.26M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.15% | $6.1B | 87.38M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.62% | $6.1B | 86.78M | Q1 2026 |
| Creative Planning$147.4B AUM | 3.67% | $5.4B | 77.65M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.97% | $3.6B | 52.23M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.06% | $3.5B | 50.62M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.19% | $3.0B | 45.04M | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 6.23% | $2.8B | 40.69M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.40% | $2.6B | 37.83M | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 2.50% | $2.1B | 29.53M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.21% | $1.8B | 26.33M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.08% | $1.5B | 21.58M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.27% | $1.5B | 20.83M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.43% | $1.4B | 19.91M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.65% | $1.4B | 20.06M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.83% | $1.4B | 19.44M | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 9.21% | $1.2B | 17.92M | Q1 2026 |
| WIT, LLC$5.3B AUM | 21.37% | $1.1B | 16.23M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.61% | $1.0B | 15.02M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.15% | $969M | 13.89M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 3.42% | $889M | 12.75M | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 3.35% | $869M | 12.46M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 1.08% | $802M | 11.50M | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 1.22% | $699M | 10.03M | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 1.32% | $648M | 9.30M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 2.22% | $648M | 9.29M | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.58% | $633M | 9.07M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.23% | $629M | 9.02M | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 9.87% | $622M | 8.92M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.11% | $619M | 8.87M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.65% | $611M | 8.77M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.71% | $606M | 8.70M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.13% | $553M | 7.93M | Q1 2026 |
| Retirement Systems of Alabama$30.0B AUM | 1.76% | $529M | 7.58M | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 1.48% | $501M | 7.18M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.06% | $489M | 7.01M | Q1 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 2.61% | $479M | 6.87M | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 25.18% | $473M | 6.81M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.15% | $467M | 6.95M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.07% | $465M | 6.66M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.62% | $438M | 6.28M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.20% | $434M | 6.22M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 2.28% | $412M | 5.90M | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.75% | $409M | 5.87M | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 3.14% | $402M | 5.76M | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.75% | $394M | 5.65M | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 2.92% | $388M | 5.56M | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.08% | $369M | 5.29M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.15% | $362M | 5.19M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.32% | $345M | 4.95M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.08% | $342M | 4.90M | Q1 2026 |
| Japan Science & Technology Agency$4.8B AUM | 6.70% | $322M | 4.62M | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 1.60% | $315M | 4.51M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.03% | $308M | 4.42M | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 4.15% | $298M | 4.27M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $297M | 4.26M | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.39% | $282M | 4.05M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 1.01% | $275M | 3.95M | Q1 2026 |
| Nationwide Fund Advisors$2.3B AUM | 11.61% | $265M | 3.80M | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 1.32% | $259M | 3.72M | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 1.55% | $252M | 3.61M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.62% | $252M | 3.61M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.03% | $251M | 3.59M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.36% | $249M | 3.57M | Q1 2026 |
| Municipal Employees' Retirement System of Michigan$8.8B AUM | 2.62% | $231M | 3.31M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.60% | $226M | 3.25M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.24% | $223M | 3.19M | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 11.49% | $222M | 3.18M | Q1 2026 |
| Matson Money. Inc.$3.6B AUM | 6.58% | $215M | 3.08M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.24% | $214M | 3.06M | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 4.93% | $206M | 2.96M | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 1.88% | $206M | 2.95M | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.07% | $205M | 2.93M | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 3.85% | $197M | 2.82M | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.06% | $185M | 2.66M | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 3.99% | $184M | 2.64M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.26% | $183M | 2.62M | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.58% | $181M | 2.60M | Q1 2026 |
| Investure, LLC$2.0B AUM | 8.85% | $181M | 2.59M | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 4.87% | $176M | 2.52M | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 3.59% | $175M | 2.51M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.27% | $170M | 2.43M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.25% | $169M | 2.42M | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.93% | $165M | 2.36M | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 1.88% | $164M | 2.35M | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 4.12% | $161M | 2.31M | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 5.44% | $159M | 2.28M | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 7.62% | $158M | 2.26M | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.56% | $156M | 2.24M | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.04% | $153M | 2.19M | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 5.75% | $153M | 2.19M | Q1 2026 |
| Balentine LLC$2.5B AUM | 6.11% | $152M | 2.17M | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.11% | $148M | 2.12M | Q1 2026 |
| Hackensack Meridian Health, Inc.$1.1B AUM | 13.92% | $148M | 2.12M | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.23% | $144M | 2.06M | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 5.97% | $142M | 2.04M | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.68% | $139M | 1.98M | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 2.39% | $138M | 1.98M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.19% | $136M | 2.00M | Q1 2026 |
| University of Pittsburgh - Of the Commonwealth System of Higher Education$135M AUM | 100.00% | $135M | 1.93M | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.11% | $134M | 2.04M | Q3 2025OLDER |
| Southern Farm Bureau Life Insurance$947M AUM | 13.64% | $132M | 1.96M | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.97% | $131M | 1.88M | Q1 2026 |
| JB Capital LLC$2.5B AUM | 5.27% | $131M | 1.87M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.23% | $130M | 1.87M | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.47% | $130M | 1.86M | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 3.40% | $129M | 1.85M | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.71% | $129M | 2.15M | Q2 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.68% | $126M | 1.81M | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 7.37% | $126M | 1.80M | Q1 2026 |
| Cerity Partners OCIO LLC$1.7B AUM | 7.26% | $121M | 1.73M | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 5.23% | $121M | 1.79M | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.92% | $118M | 1.69M | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 3.29% | $118M | 1.69M | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 1.61% | $116M | 1.66M | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.42% | $115M | 1.64M | Q1 2026 |
| LINCOLN NATIONAL CORP$3.5B AUM | 3.31% | $114M | 1.64M | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.89% | $111M | 1.59M | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 1.24% | $109M | 1.57M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.22% | $109M | 1.57M | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.43% | $109M | 1.56M | Q1 2026 |
| Members Trust Co$3.0B AUM | 3.58% | $108M | 1.54M | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 1.00% | $106M | 1.51M | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 4.33% | $104M | 1.49M | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 2.95% | $100M | 1.44M | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 2.55% | $98M | 1.41M | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.16% | $97M | 1.39M | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 1.51% | $97M | 1.39M | Q1 2026 |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 6.65% | $95M | 1.37M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.24% | $95M | 1.36M | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 1.13% | $94M | 1.35M | Q1 2026 |
| Bridgewater Associates, LP$22.4B AUM | 0.42% | $94M | 1.34M | Q1 2026 |
| Retirement Investment Advisors, Inc.$1.4B AUM | 7.49% | $93M | 1.38M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.36% | $91M | 1.36M | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.49% | $90M | 1.30M | Q1 2026 |
| Vestcor Inc$3.6B AUM | 2.46% | $89M | 1.28M | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 1.00% | $89M | 1.28M | Q1 2026 |
| CKW FINANCIAL GROUP$917M AUM | 9.45% | $87M | 1.23M | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 3.24% | $86M | 1.23M | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.26% | $86M | 1.23M | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 3.84% | $85M | 1.22M | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.72% | $85M | 1.22M | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.45% | $85M | 1.22M | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.26% | $84M | 1.21M | Q1 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 4.31% | $84M | 1.20M | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 3.64% | $83M | 1.19M | Q1 2026 |
| JABODON PT CO$860M AUM | 9.60% | $83M | 1.18M | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.35% | $81M | 1.16M | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 1.66% | $81M | 1.15M | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.13% | $80M | 1.14M | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.98% | $80M | 1.15M | Q1 2026 |
| Myriad Asset Management Advisors LLC$339M AUM | 23.45% | $80M | 1.14M | Q1 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 2.78% | $80M | 1.14M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $79M | 1.13M | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 1.21% | $78M | 1.12M | Q1 2026 |
| Passaic Partners LLC$1.1B AUM | 7.33% | $78M | 1.12M | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.89% | $78M | 1.12M | Q1 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 5.82% | $78M | 1.12M | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.87% | $77M | 1.11M | Q1 2026 |
| UNC Management Company, Inc.$1.6B AUM | 4.72% | $77M | 1.11M | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.62% | $77M | 1.11M | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 1.06% | $76M | 1.09M | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 2.13% | $75M | 1.07M | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 4.11% | $75M | 1.13M | Q3 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.53% | $74M | 1.06M | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.83% | $73M | 1.05M | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.14% | $73M | 1.05M | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 1.91% | $73M | 1.04M | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.27% | $73M | 1.04M | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 7.12% | $72M | 1.04M | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.47% | $72M | 1.03M | Q1 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 2.60% | $71M | 1.02M | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 2.73% | $70M | 1.00M | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 1.07% | $67M | 963.4K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 2.14% | $66M | 896.1K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 1.06% | $66M | 945.6K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.44% | $66M | 942.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.65% | $64M | 920.4K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.03% | $64M | 912.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.54% | $64M | 910.9K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.62% | $63M | 907.4K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 1.09% | $63M | 903.4K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.72% | $63M | 898.4K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 4.44% | $63M | 896.9K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 4.62% | $62M | 885.7K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 6.45% | $60M | 864.8K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.06% | $60M | 885.4K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 3.48% | $59M | 839.8K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.41% | $58M | 837.5K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 3.48% | $57M | 820.5K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.63% | $57M | 818.4K | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 6.93% | $57M | 817.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.82% | $56M | 803.5K | Q1 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 6.54% | $56M | 800.5K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.71% | $56M | 709.8K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.26% | $55M | 784.0K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 2.17% | $54M | 772.6K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 3.48% | $54M | 696.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.25% | $53M | 766.8K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 5.07% | $53M | 760.7K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 6.50% | $53M | 756.0K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $52M | 745.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.24% | $51M | 726.2K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.71% | $50M | 711.3K | Q1 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 5.69% | $50M | 710.7K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.03% | $49M | 708.7K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.67% | $49M | 707.5K | Q1 2026 |
| Chan Zuckerberg Initiative, LLC$49M AUM | 100.00% | $49M | 706.0K | Q1 2026 |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 5.57% | $48M | 692.1K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 2.29% | $48M | 724.6K | Q3 2025OLDER |
| Sompo Asset Management Co., Ltd.$609M AUM | 8.55% | $47M | 668.1K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 2.33% | $46M | 664.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 1.09% | $46M | 658.4K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 3.46% | $46M | 656.1K | Q1 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 4.36% | $46M | 654.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.17% | $45M | 649.1K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 3.29% | $45M | 670.5K | Q4 2025OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 2.54% | $45M | 642.2K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 4.93% | $45M | 641.6K | Q1 2026 |
| Santa Clara Valley Transportation Authority$120M AUM | 36.61% | $44M | 631.1K | Q1 2026 |
| MPS Loria Financial Planners, LLC$379M AUM | 11.59% | $44M | 630.0K | Q1 2026 |
| Ironwood Wealth Management, LLC.$349M AUM | 12.59% | $44M | 629.3K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 3.23% | $43M | 623.4K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.47% | $43M | 618.5K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 2.38% | $43M | 618.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.46% | $43M | 612.2K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 1.83% | $43M | 612.1K | Q1 2026 |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.09% | $43M | 647.4K | Q1 2026 |
| iA Global Asset Management Inc.$7.1B AUM | 0.60% | $42M | 608.0K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.65% | $42M | 604.0K | Q1 2026 |
| University of Massachusetts Foundation, Inc.$0 AUM | 21.19% | $42M | 700.9K | Q2 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.44% | $42M | 601.7K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 3.67% | $42M | 600.7K | Q1 2026 |
| CHAI TRUST CO LLC$1.2B AUM | 3.51% | $41M | 594.5K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.87% | $41M | 593.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.26% | $41M | 607.5K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.60% | $41M | 584.3K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 3.28% | $40M | 579.4K | Q1 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 4.14% | $40M | 572.9K | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 0.87% | $40M | 771.9K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 2.06% | $39M | 556.5K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.56% | $39M | 555.8K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 2.89% | $39M | 874.0K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 2.86% | $38M | 572.4K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.12% | $38M | 551.0K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 4.38% | $38M | 547.9K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 1.57% | $38M | 546.1K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.18% | $38M | 545.7K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 3.57% | $38M | 538.9K | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 4.51% | $38M | 538.8K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 2.07% | $37M | 531.5K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 2.54% | $37M | 527.8K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.51% | $37M | 527.1K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 4.54% | $37M | 527.6K | Q1 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 2.88% | $36M | 512.8K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 9.21% | $35M | 507.8K | Q1 2026 |
| Trustees of Dartmouth College$252M AUM | 13.93% | $35M | 502.5K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 1.18% | $35M | 498.9K | Q1 2026 |
| Main Management ETF Advisors, LLC$2.7B AUM | 1.30% | $35M | 498.0K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.62% | $34M | 486.1K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 3.80% | $34M | 485.2K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 1.62% | $34M | 484.1K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $33M | 480.2K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.18% | $33M | 478.6K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.02% | $33M | 475.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.58% | $33M | 489.5K | Q4 2025OLDER |
| Capital Planning Advisors, LLC$692M AUM | 4.75% | $33M | 471.3K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.09% | $33M | 469.5K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.97% | $33M | 466.7K | Q1 2026 |
| TSFG, LLC$659M AUM | 4.90% | $32M | 463.0K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.61% | $32M | 459.4K | Q1 2026 |
| LMCG INVESTMENTS, LLC$1.7B AUM | 1.90% | $32M | 458.8K | Q1 2026 |
| Disciplina Capital Management LLC$944M AUM | 3.39% | $32M | 458.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.31% | $32M | 457.4K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.15% | $32M | 456.5K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 1.56% | $31M | 449.4K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 2.53% | $31M | 448.4K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 5.60% | $31M | 448.4K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 1.13% | $31M | 448.3K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.55% | $31M | 444.4K | Q1 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 2.83% | $31M | 537.9K | Q4 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 3.00% | $31M | 441.6K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 1.41% | $31M | 441.2K | Q1 2026 |
| Leverty Financial Group, LLC$452M AUM | 6.75% | $31M | 437.6K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.60% | $30M | 431.5K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 2.69% | $30M | 429.2K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.68% | $30M | 424.2K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 1.38% | $30M | 423.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.53% | $30M | 423.0K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.33% | $29M | 420.0K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.89% | $29M | 420.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.14% | $29M | 417.9K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.47% | $29M | 417.8K | Q1 2026 |
| Inherent Management Corp.$197M AUM | 14.73% | $29M | 415.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.35% | $29M | 411.3K | Q1 2026 |
| Rock Creek Group LLC$988M AUM | 2.86% | $28M | 404.8K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 3.96% | $28M | 404.8K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 3.62% | $28M | 403.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.08% | $28M | 402.5K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 3.89% | $28M | 400.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.36% | $28M | 400.0K | Q1 2026 |
| Ayalon Insurance Comp Ltd.$815M AUM | 5.61% | $27M | 394.1K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.02% | $27M | 393.8K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.47% | $27M | 392.6K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 5.53% | $27M | 406.2K | Q4 2025OLDER |
| KWB Wealth$1.0B AUM | 2.69% | $27M | 405.0K | Q1 2026 |
| SPC Financial, Inc.$1.3B AUM | 2.11% | $27M | 410.4K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.62% | $27M | 383.1K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.79% | $26M | 377.7K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.11% | $26M | 377.6K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 2.30% | $26M | 377.2K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 2.93% | $26M | 371.7K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.76% | $26M | 371.5K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 2.15% | $26M | 370.4K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.33% | $26M | 369.8K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 2.46% | $26M | 367.0K | Q1 2026 |
| Constellation Investments, Inc.$3.2B AUM | 0.85% | $25M | 365.5K | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 2.29% | $25M | 365.4K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.04% | $25M | 364.7K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 3.42% | $25M | 364.2K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.96% | $25M | 363.9K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.16% | $25M | 363.1K | Q1 2026 |
| EQ LLC$355M AUM | 7.12% | $25M | 362.1K | Q1 2026 |
| Elgethun Capital Management$605M AUM | 4.17% | $25M | 361.4K | Q1 2026 |
| Auto-Owners Insurance Co$4.8B AUM | 0.53% | $25M | 360.0K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.21% | $25M | 356.2K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.09% | $25M | 355.7K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.03% | $25M | 366.5K | Q4 2025OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 3.77% | $24M | 350.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.22% | $24M | 347.8K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.56% | $24M | 344.8K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 6.39% | $24M | 357.8K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $24M | 343.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.49% | $24M | 341.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.93% | $24M | 341.1K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 1.03% | $24M | 339.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.56% | $24M | 339.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.40% | $24M | 336.5K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.18% | $24M | 338.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.17% | $23M | 335.9K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 1.84% | $23M | 333.5K | Q1 2026 |
| CITIZENS & NORTHERN CORP$401M AUM | 5.79% | $23M | 332.8K | Q1 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.31% | $23M | 332.5K | Q1 2026 |
| Towercrest Capital Management$642M AUM | 3.60% | $23M | 330.8K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 3.93% | $23M | 330.7K | Q1 2026 |
| Abound Wealth Management$504M AUM | 5.22% | $23M | 329.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.52% | $23M | 380.8K | Q2 2025OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.76% | $23M | 323.6K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.26% | $23M | 322.8K | Q1 2026 |
| Cabot-Wellington, LLC$338M AUM | 6.53% | $22M | 316.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.39% | $22M | 286.1K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.15% | $22M | 314.9K | Q1 2026 |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 4.71% | $22M | 314.2K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.11% | $22M | 311.7K | Q1 2026 |
| Arkos Global Advisors$797M AUM | 2.73% | $22M | 311.6K | Q1 2026 |
| St. Clair Advisors, LLC$389M AUM | 5.72% | $21M | 308.2K | Q1 2026 |
| Wealthquest Corp$2.7B AUM | 0.79% | $21M | 313.9K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.26% | $21M | 308.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.29% | $21M | 307.7K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 0.46% | $21M | 306.5K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 1.77% | $21M | 306.5K | Q1 2026 |
| OLYMPUS WEALTH MANAGEMENT, LLC$298M AUM | 7.14% | $21M | 354.0K | Q2 2025OLDER |
| BANK OF HAWAII$1.9B AUM | 1.11% | $21M | 304.0K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.56% | $21M | 297.4K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 5.64% | $21M | 308.2K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.87% | $21M | 296.5K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.26% | $21M | 295.3K | Q1 2026 |
| SWMG, LLC$350M AUM | 5.88% | $21M | 295.2K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 2.02% | $20M | 293.4K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.33% | $20M | 290.2K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 2.24% | $20M | 288.4K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 2.75% | $20M | 286.9K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 1.37% | $20M | 286.2K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 1.03% | $20M | 283.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.36% | $20M | 283.9K | Q1 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 2.58% | $20M | 282.7K | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.07% | $20M | 291.9K | Q4 2025OLDER |
| Iowa State Bank$543M AUM | 3.57% | $19M | 278.0K | Q1 2026 |
| Keystone Financial Services$341M AUM | 5.68% | $19M | 277.5K | Q1 2026 |
| Marion Wealth Management$451M AUM | 4.27% | $19M | 276.6K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.23% | $19M | 275.2K | Q1 2026 |
| Maple Capital Management, Inc.$1.5B AUM | 1.27% | $19M | 272.7K | Q1 2026 |
| EWA, LLC$548M AUM | 4.29% | $19M | 271.2K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.58% | $19M | 271.2K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 1.09% | $19M | 268.3K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 1.12% | $19M | 268.1K | Q1 2026 |
| APPLETON PARTNERS INC/MA$1.4B AUM | 1.30% | $19M | 267.0K | Q1 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 2.33% | $19M | 266.9K | Q1 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 8.91% | $19M | 266.2K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.36% | $18M | 275.1K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.72% | $18M | 264.5K | Q1 2026 |
| HCR Wealth Advisors$1.1B AUM | 1.91% | $18M | 263.9K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 2.17% | $18M | 263.8K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 1.04% | $18M | 263.7K | Q1 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 1.17% | $18M | 262.9K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 4.08% | $18M | 227.1K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.09% | $18M | 273.9K | Q3 2025OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 1.21% | $18M | 257.1K | Q1 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.01% | $18M | 256.6K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.62% | $18M | 255.0K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 4.11% | $18M | 254.4K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.47% | $18M | 254.1K | Q1 2026 |
| Veery Capital, LLC$372M AUM | 5.43% | $18M | 254.0K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 1.19% | $18M | 254.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.60% | $18M | 253.6K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 1.88% | $18M | 253.4K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 1.02% | $18M | 253.3K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.29% | $18M | 252.8K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 2.20% | $18M | 251.4K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.30% | $17M | 250.6K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 1.87% | $17M | 244.8K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.63% | $17M | 243.0K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.08% | $16M | 236.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.08% | $16M | 235.8K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.26% | $16M | 233.7K | Q1 2026 |
| FIRST HAWAIIAN BANK$790M AUM | 2.27% | $16M | 233.2K | Q1 2026 |
| Columbia Bank$350M AUM | 4.64% | $16M | 233.1K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 1.68% | $16M | 233.1K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.12% | $16M | 270.0K | Q2 2025OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 3.82% | $16M | 231.5K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 2.13% | $16M | 231.1K | Q1 2026 |
| Neumann Capital Management, LLC$340M AUM | 4.73% | $16M | 230.2K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.18% | $16M | 243.0K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.06% | $16M | 227.5K | Q1 2026 |
| Opus Capital Group, LLC$930M AUM | 1.71% | $16M | 227.3K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 2.11% | $16M | 234.1K | Q4 2025OLDER |
| Madrona Financial Services, LLC$457M AUM | 3.43% | $16M | 224.5K | Q1 2026 |
| BSW Wealth Partners$819M AUM | 1.91% | $16M | 224.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $16M | 222.4K | Q1 2026 |
| Twele Capital Management, Inc.$561M AUM | 2.75% | $15M | 221.1K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 2.89% | $15M | 228.5K | Q4 2025OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.78% | $15M | 220.2K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.21% | $15M | 219.3K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.33% | $15M | 217.5K | Q1 2026 |
| Invst, LLC$886M AUM | 1.70% | $15M | 215.3K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $15M | 215.2K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 4.69% | $15M | 214.3K | Q1 2026 |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 7.73% | $15M | 213.5K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 1.59% | $15M | 212.8K | Q1 2026 |
| Myriad Asset Management US LP$67M AUM | 22.17% | $15M | 211.9K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 2.14% | $15M | 211.4K | Q1 2026 |
| Kilter Group LLC$232M AUM | 6.33% | $15M | 210.8K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 1.68% | $15M | 209.2K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 4.35% | $15M | 208.5K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $14M | 207.8K | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 1.60% | $14M | 206.6K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.95% | $14M | 205.5K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 3.45% | $14M | 205.6K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.45% | $14M | 205.0K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.04% | $14M | 202.1K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.03% | $14M | 200.8K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 1.88% | $14M | 200.0K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $14M | 199.7K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.70% | $14M | 199.3K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.75% | $14M | 199.1K | Q1 2026 |
| Capital Advisors Wealth Management, LLC$745M AUM | 1.86% | $14M | 199.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.37% | $14M | 198.9K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $14M | 205.2K | Q4 2025OLDER |
| FDx Advisors, Inc.$313M AUM | 4.33% | $14M | 194.5K | Q1 2026 |
| Regent Peak Wealth Advisors LLC$490M AUM | 2.75% | $14M | 193.6K | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 2.86% | $13M | 193.5K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 3.23% | $13M | 192.9K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 2.88% | $13M | 191.2K | Q1 2026 |
| Elevated Financial Group LLC$308M AUM | 4.33% | $13M | 190.8K | Q1 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.11% | $13M | 190.5K | Q1 2026 |
| Hi-Line Capital Management, LLC$318M AUM | 4.17% | $13M | 190.4K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.75% | $13M | 178.6K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 2.81% | $13M | 169.3K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.22% | $13M | 189.0K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.30% | $13M | 187.8K | Q1 2026 |
| Astoria Strategic Wealth, Inc.$394M AUM | 3.31% | $13M | 187.2K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.75% | $13M | 186.1K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 1.45% | $13M | 185.6K | Q1 2026 |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 6.91% | $13M | 185.3K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.69% | $13M | 185.2K | Q1 2026 |
| NEPC LLC$5.0B AUM | 0.25% | $13M | 183.6K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 3.14% | $13M | 183.4K | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 2.62% | $13M | 183.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.06% | $13M | 182.6K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.19% | $13M | 162.8K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 2.01% | $13M | 182.0K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.43% | $13M | 181.9K | Q1 2026 |
| Hamilton Capital, LLC$1.9B AUM | 0.65% | $13M | 179.8K | Q1 2026 |
| Blueprint Investment Partners LLC$980M AUM | 1.28% | $13M | 179.5K | Q1 2026 |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 2.62% | $12M | 178.9K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.21% | $12M | 184.8K | Q4 2025OLDER |
| May Hill Capital, LLC$398M AUM | 3.09% | $12M | 176.3K | Q1 2026 |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 6.96% | $12M | 175.2K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.17% | $12M | 175.0K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 8.17% | $12M | 148.0K | Q1 2026 |
| Emerald Advisors, LLC$808M AUM | 1.50% | $12M | 173.8K | Q1 2026 |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.28% | $12M | 173.0K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.14% | $12M | 172.9K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.02% | $12M | 172.9K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 3.40% | $12M | 172.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.12% | $12M | 199.6K | Q2 2025OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 4.99% | $12M | 171.3K | Q1 2026 |
| Frontier Asset Management, LLC$477M AUM | 2.49% | $12M | 170.4K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 1.32% | $12M | 168.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.