IGLBISHARES TR
CUSIP 464289511 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IGLB) has 223 institutional holders in Filings Flow’s 13F database, together reporting 37.34M shares worth $1.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Prudential PLC, and Bank Of America Corp /De/.
Institutional Holders
223
Q1 2026
Reported Value
$1.9B
Ticker
IGLB
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.00% | $223M | 4.49M | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.93% | $158M | 3.19M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $157M | 3.16M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $117M | 2.35M | Q1 2026 |
| Allianz Investment Management U.S. LLC$2.7B AUM | 3.12% | $84M | 1.62M | Q3 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.89% | $80M | 1.62M | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.15% | $75M | 1.52M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $74M | 1.49M | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.38% | $69M | 1.38M | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 2.07% | $64M | 1.26M | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $63M | 1.28M | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.85% | $47M | 927.0K | Q4 2025OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.67% | $46M | 924.3K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.66% | $43M | 856.5K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $37M | 749.5K | Q1 2026 |
| Liberty Mutual Group Asset Management Inc.$1.2B AUM | 3.47% | $36M | 722.1K | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.40% | $36M | 722.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $35M | 709.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $33M | 661.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $30M | 601.9K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.31% | $27M | 535.9K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 2.75% | $25M | 496.0K | Q1 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 3.08% | $22M | 449.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $21M | 425.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $21M | 416.0K | Q1 2026 |
| MARINER INVESTMENT GROUP LLC$346M AUM | 1.18% | $20M | 400.0K | Q4 2025OLDER |
| NYL Investors LLC$265M AUM | 7.50% | $20M | 399.9K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $17M | 349.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 312.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 307.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15M | 307.5K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $15M | 305.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $15M | 297.6K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.45% | $15M | 297.1K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.03% | $14M | 290.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 280.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 267.5K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 1.37% | $13M | 252.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.09% | $11M | 231.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $11M | 213.6K | Q1 2026 |
| Eley Financial Management, Inc$277M AUM | 3.76% | $10M | 210.0K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.05% | $10M | 196.0K | Q1 2026 |
| Mittelman Wealth Management$160M AUM | 5.59% | $9M | 180.8K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.02% | $9M | 177.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.29% | $9M | 172.5K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.02% | $8M | 159.5K | Q3 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.37% | $8M | 155.3K | Q4 2025OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.86% | $8M | 153.3K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.25% | $8M | 152.7K | Q1 2026 |
| Cosner Financial Group, LLC$182M AUM | 3.85% | $8M | 149.5K | Q4 2025OLDER |
| CROBAN$213M AUM | 3.37% | $7M | 144.2K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.03% | $7M | 143.9K | Q1 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 1.44% | $7M | 141.1K | Q4 2025OLDER |
| Systelligence, LLC$514M AUM | 1.29% | $7M | 134.2K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.07% | $7M | 132.9K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.06% | $6M | 125.7K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 126.8K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.04% | $6M | 119.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $6M | 119.1K | Q1 2026 |
| Thoma Capital Management LLC$169M AUM | 3.36% | $6M | 114.4K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.11% | $6M | 114.0K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.24% | $6M | 111.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.13% | $6M | 111.9K | Q1 2026 |
| North Dakota State Investment Board$2.3B AUM | 0.24% | $6M | 111.0K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.99% | $5M | 104.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 102.1K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.84% | $5M | 100.2K | Q1 2026 |
| CVS HEALTH Corp$212M AUM | 2.34% | $5M | 100.0K | Q1 2026 |
| Shum Financial Group, Inc.$141M AUM | 3.50% | $5M | 99.7K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.65% | $5M | 93.3K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.30% | $4M | 79.8K | Q1 2026 |
| Arch Global Advisors, LLC$192M AUM | 1.98% | $4M | 76.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 76.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $4M | 75.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.11% | $4M | 70.5K | Q4 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 1.66% | $4M | 71.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 66.2K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 64.0K | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 0.11% | $3M | 56.1K | Q1 2026 |
| SlateStone Wealth, LLC$1.2B AUM | 0.23% | $3M | 55.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 54.4K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 54.4K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.12% | $2M | 47.7K | Q1 2026 |
| Strive Asset Management, LLC$0 AUM | 1.26% | $2M | 45.1K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 44.9K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $2M | 43.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 43.4K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.10% | $2M | 39.5K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 40.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 37.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.21% | $2M | 36.7K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 36.3K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.14% | $2M | 34.8K | Q1 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 0.94% | $2M | 32.4K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 32.1K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 30.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 29.5K | Q4 2025OLDER |
| Valtrion Capital Management, LLC$106M AUM | 1.36% | $1M | 29.1K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $1M | 29.1K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 26.9K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 26.4K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 26.3K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.16% | $1M | 25.0K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.07% | $1M | 24.2K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 23.6K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.07% | $1M | 22.5K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 21.8K | Q2 2025OLDER |
| RMR Capital Management, LLC$138M AUM | 0.77% | $1M | 21.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 21.3K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 0.27% | $1M | 20.8K | Q1 2026 |
| Wambolt & Associates, LLC$297M AUM | 0.35% | $1M | 20.5K | Q2 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.07% | $1M | 20.3K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.02% | $1M | 20.0K | Q2 2025OLDER |
| Passumpsic Savings Bank$183M AUM | 0.53% | $967,026 | 19.2K | Q4 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $962,966 | 19.4K | Q1 2026 |
| TrueMark Investments, LLC$514M AUM | 0.18% | $935,343 | 18.5K | Q4 2025OLDER |
| Main Street Research LLC$1.7B AUM | 0.05% | $930,612 | 18.8K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.07% | $911,307 | 18.4K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $906,712 | 18.0K | Q4 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.20% | $878,600 | 17.7K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $875,000 | 17.3K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $853,289 | 17.2K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.15% | $837,556 | 16.9K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.09% | $826,985 | 16.7K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.08% | $729,745 | 14.7K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $710,453 | 14.3K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.09% | $707,528 | 14.3K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.15% | $702,338 | 14.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $695,217 | 14.0K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.04% | $692,427 | 13.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $663,189 | 13.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $646,034 | 13.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $622,000 | 12.1K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $610,449 | 12.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $610,399 | 12.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $608,025 | 12.3K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 0.12% | $602,397 | 11.9K | Q4 2025OLDER |
| FDx Advisors, Inc.$313M AUM | 0.19% | $600,000 | 12.1K | Q1 2026 |
| SAGE ADVISORS, LLC$151M AUM | 0.38% | $568,444 | 11.3K | Q4 2025OLDER |
| RHS Financial, LLC$211M AUM | 0.27% | $565,030 | 11.4K | Q1 2026 |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.05% | $537,377 | 11.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $533,923 | 10.6K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $513,140 | 10.3K | Q1 2026 |
| Winter & Associates, Inc.$133M AUM | 0.44% | $506,305 | 10.2K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 0.46% | $493,620 | 9.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $482,192 | 9.7K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $453,039 | 9.0K | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $452,841 | 9.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $449,449 | 9.1K | Q1 2026 |
| Meadowbrook Advisors Group, LLC$168M AUM | 0.26% | $432,228 | 8.7K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $422,954 | 8.5K | Q1 2026 |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.28% | $413,269 | 8.3K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.07% | $409,242 | 8.1K | Q4 2025OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.26% | $399,968 | 8.1K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.25% | $393,920 | 7.9K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.03% | $389,596 | 7.8K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $388,604 | 7.8K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.07% | $382,260 | 7.6K | Q4 2025OLDER |
| MA Private Wealth$591M AUM | 0.06% | $367,014 | 7.4K | Q1 2026 |
| KKM Financial LLC$563M AUM | 0.06% | $364,249 | 7.2K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $364,092 | 7.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $360,810 | 7.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $354,361 | 7.0K | Q4 2025OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.09% | $353,862 | 7.1K | Q1 2026 |
| Garner Asset Management Corp$255M AUM | 0.14% | $347,410 | 7.0K | Q1 2026 |
| Israel Discount Bank of New York$54M AUM | 0.75% | $342,248 | 6.9K | Q1 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.18% | $337,000 | 6.5K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $336,740 | 6.8K | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 0.16% | $334,258 | 6.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $333,683 | 6.7K | Q1 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.08% | $333,548 | 6.7K | Q1 2026 |
| Severin Investments, LLC$116M AUM | 0.27% | $319,965 | 6.4K | Q1 2026 |
| Winthrop Capital Management, LLC$389M AUM | 0.08% | $293,000 | 5.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $291,080 | 5.9K | Q1 2026 |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.05% | $289,839 | 5.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $288,271 | 5.7K | Q4 2025OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.19% | $288,152 | 5.8K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $284,000 | 5.7K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $278,644 | 5.5K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $265,421 | 5.3K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.14% | $258,282 | 5.2K | Q1 2026 |
| INVESTED ADVISORS$99M AUM | 0.26% | $255,908 | 5.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $255,734 | 5.1K | Q2 2025OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.07% | $255,049 | 5.1K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $254,988 | 5.1K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $252,468 | 5.1K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $251,335 | 5.1K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $250,649 | 5.1K | Q2 2025OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.07% | $250,334 | 5.0K | Q1 2026 |
| Peak Planning Group, LLC$228M AUM | 0.07% | $247,558 | 4.9K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $242,294 | 4.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $238,522 | 4.8K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.01% | $238,124 | 4.7K | Q4 2025OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.17% | $237,284 | 4.6K | Q3 2025OLDER |
| Farrell Financial LLC$167M AUM | 0.14% | $236,451 | 4.8K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $233,053 | 4.7K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.04% | $231,566 | 4.6K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $229,348 | 4.6K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.04% | $229,191 | 4.6K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $227,101 | 4.6K | Q2 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $223,781 | 4.5K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.03% | $223,331 | 4.3K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $223,275 | 4.4K | Q4 2025OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.15% | $220,924 | 4.4K | Q2 2025OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.11% | $211,656 | 4.3K | Q1 2026 |
| Van Diest Capital, LLC$127M AUM | 0.17% | $211,173 | 4.3K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.01% | $206,955 | 4.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $206,341 | 4.1K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $201,512 | 4.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $189,338 | 3.8K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.12% | $183,929 | 3.7K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $178,072 | 3.6K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $177,836 | 3.5K | Q4 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.06% | $175,163 | 3.5K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.11% | $173,744 | 3.5K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $150,078 | 3.0K | Q2 2025OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.06% | $147,103 | 3.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $115,698 | 2.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $97,216 | 2.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $90,466 | 1.8K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.05% | $88,218 | 1.7K | Q4 2025OLDER |
| DV Trading LLC$4.2B AUM | 0.00% | $75,675 | 1.5K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $70,672 | 1.4K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $69,990 | 1.4K | Q2 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $63,520 | 1.3K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $53,122 | 1.1K | Q2 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $52,064 | 1.0K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $49,630 | 1.0K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.01% | $49,608 | 989 | Q2 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $48,737 | 982 | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $48,234 | 972 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $39,000 | 786 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $38,761 | 781 | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.01% | $36,572 | 700 | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.02% | $34,493 | 695 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $33,627 | 678 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $31,267 | 630 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $26,453 | 533 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $25,262 | 509 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $25,063 | 505 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $23,914 | 481 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $22,626 | 439 | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $20,937 | 415 | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $20,513 | 398 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $19,852 | 400 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $19,443 | 392 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $19,057 | 383 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $18,611 | 375 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $17,718 | 357 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $17,619 | 355 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $14,640 | 295 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $14,591 | 294 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $13,117 | 260 | Q4 2025OLDER |
| Lummis Asset Management, LP$167M AUM | 0.01% | $11,862 | 239 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $11,564 | 233 | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.00% | $11,414 | 230 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $10,301 | 208 | Q1 2026 |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.00% | $10,142 | 202 | Q2 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $10,090 | 200 | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $9,926 | 200 | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $9,876 | 199 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $8,473 | 171 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $8,437 | 170 | Q1 2026 |
| Park Square Financial Group, LLC$13M AUM | 0.05% | $7,953 | 161 | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.00% | $7,886 | 153 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,296 | 147 | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.00% | $6,982 | 139 | Q2 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $6,752 | 131 | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $6,750 | 136 | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 0.00% | $6,037 | 122 | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.00% | $5,875 | 117 | Q2 2025OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.00% | $5,045 | 100 | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $4,665 | 94 | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $4,192 | 84 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $2,978 | 60 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $2,581 | 52 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,390 | 48 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2,000 | 31 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,985 | 40 | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $1,687 | 34 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,638 | 33 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $1,406 | 28 | Q2 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $1,362 | 27 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,303 | 26 | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.00% | $1,241 | 25 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,240 | 25 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,171 | 23 | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $1,155 | 23 | Q2 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $1,092 | 22 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $954 | 19 | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $546 | 11 | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $402 | 8 | Q2 2025OLDER |
| Strategic Advocates LLC$23M AUM | 0.00% | $248 | 5 | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $101 | 2 | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $98 | 2 | Q2 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $78 | 2 | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $50 | 1 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $50 | 1 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $30 | 1 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $21 | 0 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $2 | 0 | Q1 2026 |
| DEERE & CO$0 AUM | — | $0 | 0 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.