IGEBISHARES TR
CUSIP 46435G219 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IGEB) has 180 institutional holders in Filings Flow’s 13F database, together reporting 26.50M shares worth $1.2B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Lpl Financial LLC, and State Of New Jersey Common Pension Fund D.
Institutional Holders
180
Q1 2026
Reported Value
$1.2B
Ticker
IGEB
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ameliora Wealth Management Ltd.$314M AUM | 6.10% | $19M | 424.6K | Q1 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 6.09% | $28M | 612.4K | Q1 2026 |
| DORVAL Corp$322M AUM | 5.58% | $18M | 399.2K | Q1 2026 |
| Hoese & Co LLP$135M AUM | 3.64% | $5M | 108.8K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 2.13% | $53M | 1.18M | Q1 2026 |
| CPA Asset Management Group, LLC$347M AUM | 1.94% | $6M | 128.2K | Q1 2026 |
| Altus Wealth Management, LLC$225M AUM | 1.40% | $3M | 69.9K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 1.36% | $12M | 271.0K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 1.35% | $4M | 77.9K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 1.19% | $35M | 783.0K | Q1 2026 |
| Helium Advisors LLC$105M AUM | 1.12% | $1M | 26.1K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 1.07% | $8M | 177.0K | Q1 2026 |
| FreeGulliver LLC$237M AUM | 1.05% | $2M | 55.3K | Q1 2026 |
| Accel Wealth Management$383M AUM | 1.05% | $4M | 89.2K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 1.04% | $4M | 83.7K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.99% | $4M | 90.3K | Q1 2026 |
| Traveka Wealth, LLC$262M AUM | 0.89% | $2M | 47.7K | Q4 2025OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.88% | $2M | 47.7K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.83% | $4M | 86.6K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.82% | $2M | 34.6K | Q1 2026 |
| Systelligence, LLC$514M AUM | 0.81% | $4M | 93.0K | Q4 2025OLDER |
| Paller Financial Services Inc$134M AUM | 0.80% | $967,664 | 21.5K | Q1 2026 |
| Cadia Private Client LLC$123M AUM | 0.69% | $844,784 | 18.7K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.61% | $3M | 59.6K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.59% | $3M | 73.0K | Q4 2025OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.55% | $660,489 | 14.7K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.46% | $680,835 | 15.1K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.46% | $1M | 23.1K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.45% | $2M | 35.8K | Q4 2025OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.43% | $1M | 26.7K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.42% | $1M | 27.0K | Q1 2026 |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.42% | $3M | 63.7K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 0.36% | $484,752 | 10.8K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.35% | $1M | 18.7K | Q3 2025OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.34% | $475,428 | 10.6K | Q1 2026 |
| ADE, LLC$209M AUM | 0.34% | $704,481 | 15.6K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.33% | $3M | 72.8K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.33% | $87M | 1.92M | Q1 2026 |
| Riverbend Wealth Management, LLC$175M AUM | 0.30% | $528,307 | 11.7K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.29% | $1M | 25.7K | Q1 2026 |
| Avantra Family Wealth, Inc.$134M AUM | 0.29% | $391,616 | 8.7K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.26% | $27M | 590.6K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.22% | $15M | 327.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.21% | $33M | 730.0K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.19% | $1M | 31.4K | Q1 2026 |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.18% | $241,972 | 5.4K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.18% | $286,882 | 6.3K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.18% | $24M | 525.6K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.17% | $5M | 118.3K | Q4 2025OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.17% | $285,249 | 6.2K | Q3 2025OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.17% | $731,656 | 16.0K | Q4 2025OLDER |
| MA Private Wealth$591M AUM | 0.16% | $961,737 | 21.1K | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.16% | $265,088 | 5.9K | Q1 2026 |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.16% | $206,015 | 4.6K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.15% | $1M | 31.6K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.15% | $3M | 57.6K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.14% | $1M | 27.0K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.13% | $2M | 51.4K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.13% | $8M | 175.2K | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.12% | $459,163 | 10.1K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.12% | $1M | 32.6K | Q2 2025OLDER |
| High Falls Advisors, Inc$494M AUM | 0.10% | $513,317 | 11.2K | Q4 2025OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.10% | $871,596 | 19.3K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.10% | $804,575 | 17.6K | Q4 2025OLDER |
| GEM Asset Management, LLC$227M AUM | 0.10% | $230,830 | 5.1K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 0.10% | $3M | 55.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.10% | $6M | 125.5K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.10% | $1M | 25.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.09% | $36M | 791.3K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.09% | $344,431 | 7.6K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.09% | $319,968 | 7.1K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.08% | $2M | 52.4K | Q4 2025OLDER |
| Invst, LLC$886M AUM | 0.08% | $713,946 | 15.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 115.6K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.08% | $148,769 | 3.3K | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 81.3K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.08% | $218,339 | 4.8K | Q2 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.07% | $2M | 46.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.07% | $12M | 265.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $15M | 341.5K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.07% | $1M | 30.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $25M | 557.3K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.07% | $212,129 | 4.6K | Q3 2025OLDER |
| West Wealth Group, LLC$506M AUM | 0.07% | $340,877 | 7.6K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.06% | $500,799 | 11.0K | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.06% | $3M | 63.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.06% | $11M | 244.0K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.06% | $921,504 | 20.5K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 0.06% | $383,596 | 8.5K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.06% | $8M | 175.0K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $642,827 | 14.2K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.05% | $295,917 | 6.6K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 36.5K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.05% | $341,523 | 7.6K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.04% | $740,240 | 16.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 36.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $142M | 3.14M | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.04% | $310,827 | 6.9K | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 0.04% | $166,130 | 3.6K | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.03% | $370,889 | 8.2K | Q1 2026 |
| Warwick Investment Management, Inc.$690M AUM | 0.03% | $208,853 | 4.6K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $363,985 | 8.1K | Q1 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.03% | $135,795 | 3.0K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $279,065 | 6.1K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 44.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $98M | 2.18M | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.03% | $47,899 | 1.1K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.03% | $216,758 | 4.8K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.03% | $609,031 | 13.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 30.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $564,722 | 12.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 23.9K | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.02% | $77,165 | 1.7K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 30.2K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $679,044 | 15.1K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.02% | $785,200 | 17.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $22M | 486.9K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 44.5K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $578,763 | 12.7K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $942,587 | 20.5K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $308,616 | 6.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 24.5K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 33.0K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $56,911 | 1.3K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.02% | $56,911 | 1.3K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.02% | $2M | 40.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $970,880 | 21.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 36.7K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $484,485 | 10.8K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $204,092 | 4.4K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $7M | 164.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $335,134 | 7.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 53.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 191.8K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $439,695 | 9.8K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.01% | $447,872 | 9.9K | Q2 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $500,259 | 11.1K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $492,524 | 10.8K | Q2 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $517,165 | 11.5K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $100,484 | 2.2K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $200,159 | 4.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $529,566 | 11.8K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $351,701 | 7.8K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $42,579 | 948 | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $209,304 | 4.6K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $442,128 | 9.8K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $251,615 | 5.6K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $510,410 | 11.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $30M | 664.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 163.3K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $471,418 | 10.5K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $61,793 | 1.3K | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $17,808 | 390 | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $962,662 | 21.4K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $8,471 | 188 | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $681,031 | 15.1K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $63,760 | 1.4K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $154,454 | 3.4K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $14,228 | 309 | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $229,671 | 5.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 67.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $54M | 1.19M | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $342,952 | 7.6K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $55,979 | 1.2K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.00% | $4,799 | 104 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 22.4K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $922,680 | 20.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 40.4K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $26,672 | 592 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $340,158 | 7.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $18M | 396.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $431,090 | 9.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $32,563 | 725 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $36M | 786.6K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $14,300 | 319 | Q1 2026 |
| Midwest Capital Advisors, LLC$214M AUM | 0.00% | $3,807 | 83 | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $23,174 | 510 | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $101,258 | 2.2K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $104,292 | 2.3K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $22,784 | 499 | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $303,360 | 6.7K | Q2 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $8,426 | 187 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $11,133 | 245 | Q2 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,415 | 31 | Q4 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $4,429 | 97 | Q4 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.00% | $5,023 | 110 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $232,838 | 5.1K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $304,096 | 6.7K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $34,426 | 764 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 72.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 24.2K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $28,310 | 620 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 131.0K | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $3,969 | 87 | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $391,420 | 8.6K | Q2 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $3,408 | 75 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 226.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $335,201 | 7.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 120.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $567,509 | 12.6K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $8,543 | 188 | Q2 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $32,944 | 725 | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $33M | 735.7K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $5,114 | 112 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $343,105 | 7.5K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,418 | 209 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 56.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $5,893 | 131 | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $875 | 19 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $234,268 | 5.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $214,362 | 4.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 31.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $43,315 | 961 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 32.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $310,746 | 6.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,835 | 63 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $450,330 | 10.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,289 | 28 | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $586 | 13 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $19,602 | 435 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $8,584 | 188 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $292,844 | 6.4K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $45 | 1 | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $41,952 | 911 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $81,604 | 1.8K | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $270 | 6 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $639 | 14 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $51,648 | 1.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,242 | 71 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,720 | 38 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $90 | 2 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $270 | 6 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $225 | 5 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.