IEURISHARES TR
CUSIP 46434V738 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IEUR) has 448 institutional holders in Filings Flow’s 13F database, together reporting 83.00M shares worth $5.7B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Jpmorgan Chase & Co, and Bank Of America Corp /De/.
Institutional Holders
448
Q1 2026
Reported Value
$5.7B
Ticker
IEUR
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Roberts Financial Services LLC$314M AUM | 18.04% | $57M | 807.2K | Q1 2026 |
| ES4, LLC$155M AUM | 16.27% | $25M | 358.7K | Q1 2026 |
| Altman Advisors, Inc.$241M AUM | 7.83% | $19M | 268.8K | Q1 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 6.52% | $270M | 3.84M | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 4.29% | $32M | 451.8K | Q4 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 4.18% | $43M | 606.2K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 3.67% | $38M | 547.5K | Q1 2026 |
| a16z Perennial Management, L.P.$1.2B AUM | 3.56% | $47M | 853.2K | Q4 2025OLDER |
| Elm Partners Management LLC$2.3B AUM | 3.31% | $76M | 1.12M | Q1 2026 |
| AtlasMark Financial, Inc$155M AUM | 3.12% | $5M | 68.1K | Q1 2026 |
| Consilium Wealth Advisory, LLC$293M AUM | 2.72% | $8M | 113.5K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.27% | $27M | 375.0K | Q4 2025OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 2.18% | $9M | 124.5K | Q1 2026 |
| Integris Wealth Management, LLC$495M AUM | 2.18% | $9M | 134.7K | Q1 2026 |
| Buska Wealth Management, LLC$249M AUM | 2.16% | $5M | 76.7K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 1.99% | $5M | 73.4K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 1.98% | $7M | 100.2K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 1.94% | $6M | 88.1K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 1.90% | $44M | 631.2K | Q1 2026 |
| Jacobs Equity LLC$112M AUM | 1.79% | $2M | 26.2K | Q1 2026 |
| Roan Capital Partners$121M AUM | 1.77% | $2M | 27.2K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 1.66% | $3M | 37.9K | Q1 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 1.56% | $3M | 36.1K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 1.50% | $8M | 120.2K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 1.46% | $7M | 112.3K | Q2 2025OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 1.36% | $2M | 30.4K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 1.29% | $8M | 128.0K | Q2 2025OLDER |
| Generation Capital Management LLC$137M AUM | 1.26% | $2M | 27.3K | Q4 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 1.24% | $2M | 22.0K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 1.21% | $249M | 3.55M | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 1.11% | $19M | 263.6K | Q1 2026 |
| Karpus Management, Inc.$3.2B AUM | 1.08% | $35M | 492.5K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 1.04% | $11M | 153.6K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 1.03% | $4M | 63.9K | Q1 2026 |
| Lakeshore Capital Group, Inc.$123M AUM | 1.02% | $1M | 17.8K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 1.00% | $2M | 32.8K | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 1.00% | $2M | 26.2K | Q1 2026 |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.95% | $8M | 109.0K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.92% | $4M | 51.1K | Q1 2026 |
| Birnam Oak Advisors, LP$441M AUM | 0.88% | $4M | 55.0K | Q1 2026 |
| DARA CAPITAL US, INC.$105M AUM | 0.86% | $905,780 | 12.9K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.84% | $1M | 15.9K | Q2 2025OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.82% | $35M | 490.7K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.80% | $50M | 718.2K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.79% | $3M | 35.4K | Q4 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.77% | $1M | 16.1K | Q1 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.76% | $2M | 24.9K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.74% | $28M | 403.2K | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 0.71% | $2M | 24.2K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.70% | $70M | 992.6K | Q1 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.69% | $2M | 33.3K | Q1 2026 |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.67% | $5M | 65.7K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.66% | $2M | 22.9K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.66% | $9M | 133.8K | Q1 2026 |
| Motley Fool Wealth Management, LLC$884M AUM | 0.64% | $6M | 80.4K | Q1 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.62% | $2M | 26.5K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.60% | $608,749 | 8.7K | Q1 2026 |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.60% | $687,734 | 10.4K | Q2 2025OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.58% | $996,429 | 14.2K | Q1 2026 |
| Viewpoint Capital Management LLC$214M AUM | 0.56% | $1M | 17.0K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.55% | $9M | 127.8K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.55% | $13M | 193.2K | Q3 2025OLDER |
| Archer Investment Management, LLC$293M AUM | 0.53% | $977,537 | 13.8K | Q4 2025OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.51% | $15M | 219.4K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 0.50% | $1M | 20.6K | Q1 2026 |
| Ahara Advisors LLC$120M AUM | 0.49% | $586,263 | 8.3K | Q1 2026 |
| BFI Infinity Ltd.$178M AUM | 0.48% | $861,089 | 12.3K | Q1 2026 |
| Pictet North America Advisors SA$1.0B AUM | 0.47% | $5M | 67.2K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.45% | $6M | 84.5K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.45% | $4M | 56.1K | Q1 2026 |
| J2 Capital Management Inc$146M AUM | 0.44% | $646,625 | 9.2K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.43% | $4M | 50.7K | Q1 2026 |
| WAYSTONE ADVISORS LLC$112M AUM | 0.43% | $480,578 | 6.8K | Q1 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.43% | $3M | 41.3K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.42% | $781,965 | 11.1K | Q1 2026 |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.42% | $488,377 | 7.0K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.41% | $7M | 109.5K | Q2 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.37% | $434,174 | 6.1K | Q4 2025OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.37% | $2M | 22.0K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.36% | $37M | 520.7K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.36% | $2M | 24.7K | Q1 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.35% | $601,019 | 8.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.34% | $167M | 2.38M | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 0.33% | $2M | 27.8K | Q1 2026 |
| Invst, LLC$886M AUM | 0.32% | $3M | 40.1K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.32% | $2M | 27.6K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.31% | $2M | 22.5K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.31% | $2M | 33.5K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.30% | $2M | 22.9K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.29% | $1M | 17.5K | Q1 2026 |
| Burton Enright Welch$736M AUM | 0.29% | $2M | 30.1K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.27% | $572,299 | 8.6K | Q2 2025OLDER |
| Vantus Wealth LLC$136M AUM | 0.27% | $360,720 | 5.1K | Q4 2025OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.26% | $313,264 | 4.5K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.26% | $1M | 17.4K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.26% | $487,252 | 6.9K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.24% | $15M | 217.4K | Q1 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.23% | $2M | 26.3K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.23% | $2M | 25.1K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.23% | $433,141 | 6.0K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.23% | $16M | 234.0K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.22% | $357,324 | 5.1K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.22% | $771,565 | 11.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.22% | $19M | 269.9K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.22% | $379,318 | 5.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.21% | $76M | 1.08M | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.21% | $271,875 | 3.9K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.21% | $4M | 58.4K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.20% | $2M | 22.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.20% | $151M | 2.16M | Q1 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.20% | $3M | 48.8K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.20% | $258,945 | 3.7K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.20% | $4M | 50.5K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.19% | $2M | 24.5K | Q4 2025OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.19% | $564,739 | 8.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.19% | $711M | 10.12M | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.19% | $219,346 | 3.2K | Q4 2025OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.19% | $426,093 | 6.1K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.18% | $733,900 | 10.4K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.17% | $551,198 | 7.8K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 0.17% | $408,784 | 5.8K | Q1 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.16% | $901,626 | 12.8K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.16% | $2M | 30.5K | Q1 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.16% | $815,839 | 11.0K | Q1 2026 |
| ABC ARBITRAGE SA$753M AUM | 0.15% | $2M | 22.7K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.15% | $4M | 55.0K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.15% | $2M | 21.4K | Q1 2026 |
| OneAscent Family Office, LLC$143M AUM | 0.15% | $208,159 | 3.0K | Q1 2026 |
| DOVER ADVISORS, LLC$242M AUM | 0.15% | $350,858 | 5.0K | Q1 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.14% | $204,068 | 2.9K | Q4 2025OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.14% | $206,864 | 2.9K | Q1 2026 |
| May Barnhard Investments LLC$206M AUM | 0.14% | $281,350 | 4.0K | Q1 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.13% | $686,494 | 10.4K | Q2 2025OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.13% | $6M | 86.7K | Q1 2026 |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.13% | $947,516 | 12.8K | Q1 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.13% | $655,209 | 9.3K | Q1 2026 |
| Legacy Wealth Advisors, LLC$196M AUM | 0.13% | $252,902 | 3.6K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.13% | $358,619 | 5.1K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.12% | $2M | 22.2K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.12% | $405,177 | 5.8K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.12% | $7M | 106.5K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 0.12% | $240,722 | 3.4K | Q1 2026 |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.12% | $278,782 | 3.9K | Q4 2025OLDER |
| SWMG, LLC$350M AUM | 0.11% | $335,564 | 5.1K | Q2 2025OLDER |
| Stonebrook Private Inc.$470M AUM | 0.11% | $528,937 | 7.5K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.11% | $607,765 | 8.6K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.11% | $2M | 26.1K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.10% | $494,349 | 7.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.10% | $326M | 4.65M | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.10% | $524,555 | 7.5K | Q1 2026 |
| Korea Investment CORP$48.3B AUM | 0.10% | $48M | 680.4K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.10% | $5M | 64.4K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.10% | $1M | 16.5K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.10% | $384,858 | 5.1K | Q1 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 0.10% | $344,393 | 4.9K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.09% | $31M | 436.9K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.09% | $2M | 22.6K | Q1 2026 |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.09% | $201,157 | 2.8K | Q4 2025OLDER |
| Elevated Financial Group LLC$308M AUM | 0.09% | $277,075 | 3.9K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.09% | $2M | 35.1K | Q1 2026 |
| COOPERMAN LEON G$3.0B AUM | 0.09% | $3M | 38.4K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.09% | $2M | 33.5K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.08% | $6M | 81.2K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $714,224 | 10.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.08% | $1M | 18.5K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.08% | $226,269 | 3.2K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.08% | $272,458 | 3.9K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.08% | $13M | 186.0K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.08% | $468,877 | 6.7K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.07% | $1M | 17.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $66M | 940.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.07% | $6M | 88.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.07% | $74M | 1.05M | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.07% | $291,019 | 4.1K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.07% | $105M | 1.50M | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.07% | $4M | 57.7K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.06% | $3M | 38.1K | Q1 2026 |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.06% | $282,907 | 4.0K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.06% | $744,042 | 10.6K | Q1 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 0.06% | $243,756 | 3.5K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.06% | $474,463 | 6.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 51.4K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.06% | $201,844 | 3.0K | Q2 2025OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.06% | $463,540 | 7.0K | Q2 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $11M | 150.2K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.06% | $871,560 | 12.4K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.06% | $5M | 66.9K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.06% | $4M | 50.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $5M | 68.2K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.05% | $280,237 | 4.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $201M | 2.87M | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.05% | $68,188 | 1.0K | Q3 2025OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.05% | $280,939 | 4.0K | Q4 2025OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.05% | $318,343 | 4.3K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.05% | $412,304 | 5.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.04% | $8M | 112.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $476,712 | 6.8K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $790,786 | 11.3K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $597,927 | 8.5K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.04% | $576,003 | 8.1K | Q4 2025OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.04% | $172,513 | 2.5K | Q1 2026 |
| Financial Sense Advisors, Inc.$493M AUM | 0.04% | $230,402 | 3.2K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $944,078 | 13.4K | Q1 2026 |
| Stelac Advisory Services LLC$494M AUM | 0.04% | $204,275 | 2.9K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 0.04% | $210,810 | 3.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.04% | $15M | 217.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $623M | 9.15M | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $375,052 | 5.5K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $533M | 7.58M | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $656,462 | 9.3K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.04% | $487,357 | 6.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $937,548 | 13.3K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.04% | $332,166 | 4.7K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.04% | $7M | 94.7K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.04% | $219,806 | 3.1K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.04% | $331,815 | 4.7K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.04% | $278,058 | 4.0K | Q1 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.04% | $206,197 | 2.9K | Q4 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $242,502 | 3.5K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $392,247 | 5.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $5M | 66.7K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $315,596 | 4.5K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.03% | $2M | 35.0K | Q1 2026 |
| Finley Financial, LLC$248M AUM | 0.03% | $70,973 | 1.0K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.03% | $932,342 | 13.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 96.3K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.03% | $155,266 | 2.2K | Q1 2026 |
| Bordeaux Wealth Advisors LLC$781M AUM | 0.03% | $246,604 | 3.7K | Q2 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.03% | $311,655 | 4.1K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $716,473 | 10.2K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.03% | $248,264 | 3.5K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.03% | $568,539 | 8.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $2M | 33.8K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.03% | $469,263 | 6.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $817,943 | 11.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $474,604 | 6.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $470,000 | 6.6K | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.03% | $85M | 1.21M | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.03% | $5M | 70.0K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $977,408 | 13.9K | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 0.03% | $212,301 | 3.0K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 16.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $2M | 34.8K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.03% | $146,953 | 2.1K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.03% | $4M | 51.8K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 22.8K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.03% | $228,698 | 3.2K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $307,779 | 4.4K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $238,034 | 3.6K | Q2 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $384,388 | 5.6K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 15.8K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $82,829 | 1.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 24.4K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $1M | 14.4K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $42,134 | 600 | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.02% | $694,840 | 9.4K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.02% | $266,104 | 3.7K | Q4 2025OLDER |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.02% | $28,951 | 425 | Q3 2025OLDER |
| Pioneer Family Office, LLC$156M AUM | 0.02% | $34,362 | 489 | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $319,379 | 4.5K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.02% | $630,605 | 9.5K | Q2 2025OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.02% | $402,953 | 5.7K | Q4 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 0.02% | $25,859 | 368 | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $276,112 | 3.9K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 53.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 35.6K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $23,259 | 331 | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.02% | $1M | 17.5K | Q1 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.02% | $343,340 | 4.9K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $366,599 | 5.2K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 15.2K | Q4 2025OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $355,566 | 5.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $145M | 2.07M | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $349,382 | 5.0K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $335,750 | 4.8K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $396,674 | 5.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $404,374 | 5.8K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.02% | $1M | 20.5K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.02% | $35,384 | 504 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.02% | $128,743 | 1.7K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 0.02% | $31,113 | 469 | Q2 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $453,670 | 6.5K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.02% | $223,669 | 3.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 132.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $15M | 220.4K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.02% | $2M | 28.6K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.02% | $89,524 | 1.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.02% | $11M | 160.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $10M | 144.3K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.02% | $29,640 | 400 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.02% | $19,536 | 278 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $9M | 126.0K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.02% | $331,042 | 4.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $517,516 | 7.3K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $86M | 1.23M | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $718,510 | 10.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $538,190 | 7.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $241M | 3.39M | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $295,766 | 4.2K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $204,498 | 2.9K | Q1 2026 |
| AIA Group Ltd$6.9B AUM | 0.01% | $961,645 | 13.7K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.01% | $665,758 | 9.5K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $387,891 | 5.5K | Q1 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.01% | $16,583 | 236 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 299.7K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $25,790 | 367 | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $215,187 | 3.0K | Q4 2025OLDER |
| Legacy Investment Solutions, LLC$192M AUM | 0.01% | $24,296 | 367 | Q2 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.01% | $258,447 | 3.8K | Q3 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $153,821 | 2.2K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $323,000 | 4.6K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $53,757 | 765 | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.01% | $35,286 | 518 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 143.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 54.5K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $206,382 | 2.9K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $794,051 | 11.3K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $280,869 | 4.0K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $211,840 | 3.2K | Q2 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $35,276 | 502 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $33M | 467.6K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $208,175 | 3.1K | Q3 2025OLDER |
| National Philanthropic Trust$3.8B AUM | 0.01% | $491,725 | 8.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $787,687 | 11.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $579,025 | 8.2K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $413,437 | 5.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $244,295 | 3.6K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $419,020 | 6.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $15M | 208.3K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $903,605 | 12.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 15.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $49M | 695.0K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $383,331 | 5.6K | Q3 2025OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.01% | $52,703 | 750 | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $255,851 | 3.6K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 0.01% | $11,244 | 160 | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $548,949 | 7.8K | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $1M | 16.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $918,678 | 12.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $57M | 813.6K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $67,671 | 963 | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $368,006 | 5.6K | Q2 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $26,476 | 373 | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 33.8K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $111,308 | 1.6K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.01% | $10M | 148.1K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $375,804 | 5.3K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $421,971 | 6.0K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $31,487 | 448 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 76.3K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.01% | $113,379 | 1.6K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 50.8K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $250,978 | 3.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $362,520 | 5.2K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $301,880 | 4.3K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $221,671 | 3.1K | Q4 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $3M | 37.4K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 25.3K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $410,025 | 5.8K | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.01% | $23,700 | 358 | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 19.0K | Q2 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $340,107 | 4.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 26.0K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $371,976 | 5.2K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $563,948 | 8.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 21.6K | Q4 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $210,810 | 3.0K | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $12,719 | 181 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $684,570 | 9.7K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $62,611 | 891 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 14.6K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $322,112 | 4.9K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 19.4K | Q1 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.01% | $336,312 | 4.8K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $587,668 | 8.4K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $434,500 | 6.2K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $118,821 | 1.7K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $344,464 | 4.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $209,686 | 3.0K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $14M | 203.3K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.00% | $22,416 | 319 | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $387,671 | 5.7K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 17.9K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 32.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $831,083 | 11.8K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $12M | 172.1K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $13,015 | 185 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 47.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 40.9K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7M | 98.4K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $611,797 | 8.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $212,567 | 3.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $508,827 | 7.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $306,170 | 4.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $235,826 | 3.4K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 29.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 69.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $15M | 216.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $433,246 | 6.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 29.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 22.6K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $7,950 | 112 | Q4 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.00% | $84,815 | 1.2K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $26,773 | 381 | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $399,907 | 5.7K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $210,599 | 3.0K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $11M | 155.9K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $391,413 | 5.6K | Q1 2026 |
| United Community Bank$300M AUM | 0.00% | $7,737 | 109 | Q4 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $7,254 | 103 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $544,452 | 7.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $433,700 | 6.1K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $968,153 | 13.8K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $590,709 | 8.4K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $69,989 | 996 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $23M | 328.1K | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $257,399 | 3.7K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $3M | 46.0K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $28,338 | 416 | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $206,734 | 2.9K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $334,947 | 4.8K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $3M | 36.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $382,974 | 5.5K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $79,711 | 1.1K | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $36,190 | 515 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $12,776 | 180 | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2,000 | 34 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $14,054 | 200 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $27,880 | 391 | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $48,060 | 684 | Q1 2026 |
| CDKV HOLDINGS LLC$114M AUM | 0.00% | $2,109 | 30 | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $8,784 | 125 | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $513,897 | 7.5K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 23.9K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.00% | $6,395 | 91 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $34,433 | 490 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $48,619 | 692 | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.00% | $4,216 | 60 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $60,185 | 856 | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.00% | $5,962 | 84 | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $343,901 | 4.9K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $18,903 | 269 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $36,643 | 538 | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $427,874 | 6.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $760,409 | 10.7K | Q4 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $9,449 | 143 | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 14.8K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $251,567 | 3.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $246,156 | 3.5K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $7,027 | 100 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $74,135 | 1.1K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $1,827 | 26 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $12,297 | 175 | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $861,650 | 12.6K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $632,430 | 9.0K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $732,354 | 10.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 120.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $636,426 | 9.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $247,314 | 3.6K | Q3 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 24.4K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $61,838 | 880 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $54,564 | 801 | Q3 2025OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.00% | $1,476 | 21 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $16,367 | 229 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $16,724 | 238 | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.00% | $10,892 | 155 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 23.1K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,336 | 19 | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $411,000 | 5.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $157,335 | 2.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $15,811 | 225 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $32,902 | 483 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $55,475 | 789 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $454,684 | 6.5K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 34.3K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $250,409 | 3.7K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 17.8K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $4,693 | 71 | Q2 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $206,676 | 3.1K | Q2 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $59,167 | 842 | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $704 | 10 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,059 | 72 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $810,916 | 11.5K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $24,454 | 348 | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 37.8K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $7,246 | 102 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 25.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $316,926 | 4.5K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $630,322 | 9.0K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $27,140 | 380 | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $102,524 | 1.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $79,335 | 1.1K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $2,459 | 35 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $13,844 | 197 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $47,985 | 683 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,519 | 107 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $7,900 | 119 | Q2 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $1,787 | 27 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $35,135 | 500 | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $130,461 | 1.8K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.