IGMISHARES TR
CUSIP 464287549 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IGM) has 503 institutional holders in Filings Flow’s 13F database, together reporting 34.31M shares worth $4.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Equitable Holdings, Inc..
Institutional Holders
503
Q1 2026
Reported Value
$4.1B
Ticker
IGM
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gray Foundation$397M AUM | 16.70% | $66M | 559.1K | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 7.09% | $10M | 86.5K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 6.97% | $12M | 101.7K | Q1 2026 |
| Legacy Financial Strategies, LLC$554M AUM | 5.48% | $30M | 256.1K | Q1 2026 |
| Shira Ridge Wealth Management$287M AUM | 5.24% | $13M | 111.8K | Q1 2026 |
| VMS Asset Management Limited$164M AUM | 5.14% | $8M | 71.0K | Q1 2026 |
| Portfolio Strategies, Inc.$811M AUM | 5.04% | $41M | 345.2K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 4.46% | $220M | 1.86M | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 3.85% | $7M | 60.0K | Q1 2026 |
| Decker Wealth Management LLC$456M AUM | 3.06% | $14M | 108.1K | Q1 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 3.04% | $4M | 29.8K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 2.93% | $6M | 52.5K | Q1 2026 |
| Humankind Investments LLC$175M AUM | 2.83% | $6M | 48.9K | Q4 2025OLDER |
| Campion Asset Management$147M AUM | 2.72% | $4M | 33.9K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 2.59% | $10M | 85.3K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 2.52% | $12M | 96.1K | Q4 2025OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 2.39% | $99M | 836.0K | Q1 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 2.30% | $4M | 29.6K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 2.06% | $3M | 22.5K | Q3 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 2.03% | $15M | 123.4K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 1.91% | $74M | 620.7K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 1.85% | $8M | 67.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 1.78% | $277M | 1.08M | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 1.63% | $3M | 27.7K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 1.63% | $5M | 43.7K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 1.61% | $2M | 17.6K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 1.47% | $3M | 28.0K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 1.34% | $5M | 43.6K | Q1 2026 |
| Copia Wealth Management$146M AUM | 1.26% | $2M | 15.4K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 1.24% | $2M | 15.1K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 1.21% | $4M | 38.0K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 1.06% | $7M | 55.5K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 1.04% | $4M | 36.3K | Q1 2026 |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.00% | $4M | 35.3K | Q1 2026 |
| KKM Financial LLC$563M AUM | 0.99% | $6M | 43.0K | Q1 2026 |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.96% | $2M | 18.6K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.86% | $26M | 204.7K | Q3 2025OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.80% | $2M | 17.4K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.76% | $2M | 15.7K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.69% | $7M | 56.0K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.68% | $44M | 368.8K | Q1 2026 |
| Asempa Wealth Advisors$115M AUM | 0.68% | $775,141 | 6.4K | Q1 2026 |
| Kearns & Associates LLC$186M AUM | 0.52% | $974,863 | 8.2K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.50% | $511,489 | 4.3K | Q1 2026 |
| Rare Wolf Capital LLC$154M AUM | 0.50% | $767,234 | 6.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.49% | $96M | 811.6K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.45% | $12M | 99.7K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.45% | $11M | 98.8K | Q2 2025OLDER |
| Bawa N Mallick Trust$244M AUM | 0.44% | $1M | 9.0K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.43% | $1M | 8.7K | Q1 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.42% | $445,337 | 3.8K | Q1 2026 |
| Financial Planning Hawaii, Inc.$170M AUM | 0.42% | $712,482 | 6.0K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 0.42% | $2M | 15.5K | Q2 2025OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.42% | $584,978 | 4.9K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.41% | $2M | 16.7K | Q1 2026 |
| Phillips Wealth Planners LLC$133M AUM | 0.40% | $527,136 | 3.4K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.38% | $3M | 28.3K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.37% | $16M | 135.7K | Q1 2026 |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.35% | $903,678 | 7.6K | Q1 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.35% | $692,691 | 5.8K | Q1 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.34% | $1M | 9.5K | Q1 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.32% | $6M | 53.0K | Q1 2026 |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.32% | $792,907 | 6.7K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 0.32% | $463,403 | 4.1K | Q2 2025OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.32% | $4M | 33.4K | Q1 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.31% | $323,299 | 2.7K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.31% | $1M | 9.9K | Q1 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.31% | $596,579 | 5.0K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.31% | $452,618 | 3.8K | Q1 2026 |
| Nikulski Financial, Inc.$405M AUM | 0.31% | $1M | 10.4K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 0.29% | $788,921 | 6.7K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.29% | $3M | 27.0K | Q1 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.29% | $1M | 8.9K | Q1 2026 |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.28% | $485,794 | 3.7K | Q1 2026 |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 0.27% | $1M | 9.6K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.27% | $8M | 64.1K | Q1 2026 |
| 4J Wealth Management LLC$176M AUM | 0.26% | $454,367 | 3.8K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.26% | $6M | 49.1K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.25% | $997,855 | 8.4K | Q1 2026 |
| Capital Wealth Alliance, LLC$221M AUM | 0.25% | $546,687 | 4.6K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 0.25% | $395,677 | 3.3K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 0.25% | $526,184 | 4.4K | Q1 2026 |
| St. Johns Investment Management Company, LLC$238M AUM | 0.25% | $582,832 | 4.9K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.24% | $2M | 18.2K | Q4 2025OLDER |
| Security Financial Services, INC.$632M AUM | 0.24% | $1M | 12.6K | Q1 2026 |
| Family Office Research LLC$230M AUM | 0.23% | $528,321 | 4.5K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.23% | $1M | 12.6K | Q2 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.22% | $12M | 103.2K | Q1 2026 |
| EVERPAR ADVISORS LLC$352M AUM | 0.22% | $562,031 | 4.5K | Q3 2025OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.22% | $2M | 14.3K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.22% | $2M | 15.3K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.22% | $669,226 | 5.6K | Q1 2026 |
| Northstar Advisory Group, LLC$269M AUM | 0.22% | $578,566 | 4.9K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.21% | $327,474 | 2.8K | Q1 2026 |
| GLR Partners, LLC$183M AUM | 0.21% | $377,217 | 3.2K | Q1 2026 |
| WealthTrust Axiom LLC$406M AUM | 0.20% | $829,620 | 7.0K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.20% | $582,951 | 4.9K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.20% | $9M | 74.9K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.20% | $501,060 | 4.2K | Q1 2026 |
| Grandview Asset Management LLC$342M AUM | 0.20% | $669,208 | 5.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.19% | $12M | 101.0K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.19% | $512,006 | 4.3K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.19% | $3M | 24.5K | Q4 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.19% | $2M | 14.1K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.19% | $3M | 22.2K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.19% | $2M | 16.5K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.18% | $335,429 | 2.6K | Q4 2025OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.18% | $1M | 10.8K | Q1 2026 |
| Mystic Asset Management, Inc.$431M AUM | 0.18% | $761,782 | 6.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.17% | $2M | 20.1K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.17% | $1M | 11.7K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.17% | $3M | 24.0K | Q1 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.17% | $424,335 | 3.6K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.17% | $506,156 | 4.3K | Q1 2026 |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.17% | $746,613 | 6.3K | Q1 2026 |
| waypoint wealth counsel$193M AUM | 0.17% | $336,265 | 3.0K | Q2 2025OLDER |
| SELDON CAPITAL LP$272M AUM | 0.16% | $448,679 | 3.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.16% | $121M | 1.02M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.16% | $113M | 952.5K | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.16% | $412,059 | 3.5K | Q1 2026 |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.16% | $569,721 | 4.8K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.16% | $1M | 9.4K | Q1 2026 |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.15% | $477,003 | 4.0K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.15% | $151,337 | 1.3K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.15% | $222,367 | 1.7K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.14% | $1M | 11.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.14% | $8M | 62.3K | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.14% | $1M | 10.8K | Q1 2026 |
| Osprey Private Wealth LLC$345M AUM | 0.14% | $486,128 | 4.1K | Q1 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 0.14% | $213,318 | 1.8K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.14% | $1M | 12.1K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.14% | $577,022 | 4.9K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.13% | $1M | 8.7K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.13% | $795,202 | 6.7K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.13% | $308,908 | 2.4K | Q4 2025OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.13% | $226,296 | 1.8K | Q4 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.13% | $2M | 13.9K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.13% | $600,135 | 5.1K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.12% | $219,244 | 1.9K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.12% | $731,607 | 6.2K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.12% | $648,293 | 5.5K | Q1 2026 |
| Gouws Capital LLC$189M AUM | 0.12% | $226,355 | 1.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.12% | $3M | 27.2K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.12% | $2M | 19.1K | Q3 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.12% | $690,625 | 5.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $11M | 89.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.11% | $28M | 232.5K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.11% | $867,019 | 7.3K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.11% | $125,028 | 1.1K | Q1 2026 |
| W ADVISORS, LLC$195M AUM | 0.11% | $211,822 | 1.6K | Q4 2025OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.11% | $798,176 | 7.1K | Q2 2025OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.10% | $763,787 | 5.3K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.10% | $876,208 | 7.4K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.10% | $1M | 8.7K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.10% | $311,918 | 2.6K | Q1 2026 |
| GEM Asset Management, LLC$227M AUM | 0.10% | $229,317 | 1.9K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.10% | $510,778 | 4.3K | Q1 2026 |
| CHANNEL WEALTH LLC$413M AUM | 0.10% | $400,564 | 3.4K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.10% | $474,922 | 3.7K | Q4 2025OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.09% | $549,825 | 4.6K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.09% | $593,143 | 5.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.09% | $14M | 115.9K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.09% | $270,084 | 2.3K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.08% | $156,573 | 1.3K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.08% | $482,217 | 4.1K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.08% | $282,692 | 2.5K | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.08% | $27M | 229.5K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.08% | $552,494 | 4.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.08% | $8M | 69.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $58M | 491.7K | Q1 2026 |
| Scott & Selber, Inc.$474M AUM | 0.08% | $313,577 | 2.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 27.9K | Q1 2026 |
| EQ LLC$355M AUM | 0.07% | $264,766 | 2.2K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 9.5K | Q1 2026 |
| Clarius Group, LLC$1.8B AUM | 0.07% | $1M | 9.8K | Q4 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.07% | $802,643 | 6.8K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.07% | $1M | 9.1K | Q4 2025OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.07% | $264,456 | 2.0K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.07% | $133,886 | 1.2K | Q2 2025OLDER |
| Bank of New Hampshire$437M AUM | 0.07% | $305,756 | 2.6K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.07% | $176,410 | 1.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $12M | 105.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.07% | $2M | 19.3K | Q3 2025OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.07% | $191,986 | 1.6K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.07% | $455,434 | 3.8K | Q1 2026 |
| Aries Wealth Management$455M AUM | 0.07% | $296,275 | 2.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 50.2K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.06% | $219,914 | 1.7K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $208M | 1.75M | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.06% | $537,885 | 4.8K | Q2 2025OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.06% | $2M | 13.6K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.06% | $426,043 | 3.6K | Q1 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.06% | $225,643 | 1.7K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $4M | 36.6K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.06% | $836,956 | 6.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $211M | 1.78M | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.06% | $284,424 | 2.4K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $2M | 13.5K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.06% | $3M | 25.8K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.05% | $2M | 13.5K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $957,336 | 7.5K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.05% | $655,581 | 5.5K | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 0.05% | $2M | 27.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 86.2K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.05% | $2M | 16.3K | Q4 2025OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.05% | $724,319 | 6.1K | Q1 2026 |
| Blankinship & Foster, LLC$452M AUM | 0.05% | $218,888 | 1.8K | Q1 2026 |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.05% | $201,490 | 1.6K | Q4 2025OLDER |
| EWA, LLC$548M AUM | 0.05% | $210,825 | 1.8K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.05% | $395,231 | 3.3K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.05% | $644,752 | 5.1K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.05% | $218,124 | 1.8K | Q1 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.05% | $805,208 | 6.8K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 0.05% | $391,083 | 3.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $172M | 1.45M | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 21.9K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.05% | $125,858 | 1.1K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.04% | $213,318 | 1.8K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $357,320 | 2.8K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $787,392 | 6.6K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.04% | $284,424 | 2.4K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.04% | $204,074 | 1.7K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 0.04% | $209,420 | 1.6K | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.04% | $333,014 | 2.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $15M | 122.9K | Q1 2026 |
| MA Private Wealth$591M AUM | 0.04% | $223,107 | 2.0K | Q2 2025OLDER |
| BAYBAN$115M AUM | 0.04% | $45,389 | 383 | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $3M | 26.6K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 11.7K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.04% | $426,971 | 3.4K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $26M | 217.5K | Q1 2026 |
| MOTCO$1.1B AUM | 0.04% | $403,171 | 3.4K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $651,180 | 5.5K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.04% | $355,530 | 3.0K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $259,730 | 2.3K | Q2 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.04% | $435,406 | 3.7K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 14.2K | Q1 2026 |
| Tower View Wealth Management LLC$195M AUM | 0.03% | $66,959 | 565 | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.03% | $56,766 | 479 | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $585,439 | 4.9K | Q1 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 0.03% | $224,105 | 1.8K | Q3 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $974,153 | 8.2K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.03% | $544,828 | 4.6K | Q1 2026 |
| Red Door Wealth Management, LLC$962M AUM | 0.03% | $316,587 | 2.7K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $294,218 | 2.6K | Q2 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.03% | $301,996 | 2.5K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.03% | $115,598 | 1.0K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $34M | 288.0K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 11.1K | Q1 2026 |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.03% | $213,318 | 1.8K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.03% | $40M | 335.7K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 23.6K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 14.1K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 9.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.03% | $15M | 123.2K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.03% | $360,469 | 2.9K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 25.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 52.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $397M | 3.35M | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.03% | $7M | 59.6K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $7M | 58.4K | Q3 2025OLDER |
| United Community Bank$300M AUM | 0.03% | $85,327 | 720 | Q1 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 0.03% | $268,070 | 2.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $780,053 | 6.0K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $2M | 20.8K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.03% | $924,378 | 7.8K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.03% | $237,020 | 2.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $658,323 | 5.6K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $3M | 24.5K | Q1 2026 |
| Clarity Financial LLC$919M AUM | 0.03% | $242,708 | 2.0K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $556,292 | 4.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $7M | 55.7K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $5M | 40.4K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.03% | $317,152 | 2.8K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $146M | 1.23M | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.03% | $609,023 | 5.1K | Q1 2026 |
| Great Waters Wealth Management$1.1B AUM | 0.03% | $240,338 | 2.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $401,613 | 3.4K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.02% | $207,037 | 1.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $696,009 | 5.9K | Q1 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.02% | $885,862 | 7.5K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.02% | $39,319 | 350 | Q2 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $728,718 | 6.1K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $35M | 291.8K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.02% | $3M | 21.5K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $1M | 8.5K | Q1 2026 |
| Soundwatch Capital LLC$793M AUM | 0.02% | $128,107 | 62.7K | Q2 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $13M | 112.3K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $263,351 | 2.1K | Q3 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $369,396 | 3.1K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.02% | $18M | 145.8K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.02% | $544,000 | 4.6K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.02% | $77,862 | 657 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.02% | $528,270 | 4.5K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 0.02% | $213,318 | 1.8K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.02% | $322,466 | 2.7K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.02% | $66,502 | 528 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 63.9K | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.02% | $748,272 | 6.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 10.0K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.02% | $57M | 482.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 151.4K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $305,756 | 2.6K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.02% | $319,284 | 2.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $309M | 2.39M | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 40.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $260,377 | 2.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $15M | 130.3K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $213,114 | 1.6K | Q4 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.02% | $583,780 | 4.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $12M | 103.3K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $375,761 | 3.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $898,484 | 7.1K | Q3 2025OLDER |
| Navalign, LLC$396M AUM | 0.02% | $69,005 | 534 | Q4 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $508,408 | 4.3K | Q1 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $244,605 | 2.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 10.3K | Q1 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.02% | $213,114 | 1.6K | Q4 2025OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.02% | $252,765 | 2.3K | Q2 2025OLDER |
| Napier Financial, LLC$436M AUM | 0.02% | $71,106 | 600 | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.02% | $117,325 | 990 | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.02% | $1M | 8.6K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.02% | $2M | 14.4K | Q2 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $341,515 | 2.9K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.02% | $224,545 | 2.0K | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 72.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 9.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $65M | 546.6K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.01% | $216,041 | 1.8K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $847,035 | 7.1K | Q1 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $19,397 | 550 | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.01% | $113,770 | 960 | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $71,036 | 564 | Q3 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $47,404 | 400 | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.01% | $213,318 | 1.8K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $75,570 | 600 | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $376,715 | 3.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 21.9K | Q2 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.01% | $49,879 | 444 | Q2 2025OLDER |
| Main Street Research LLC$1.7B AUM | 0.01% | $228,961 | 1.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 20.9K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $605,937 | 5.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.01% | $491,488 | 4.4K | Q2 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $260,930 | 2.1K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $365,577 | 2.8K | Q4 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $446,333 | 3.8K | Q1 2026 |
| Towne Trust Company, N.A$311M AUM | 0.01% | $37,785 | 300 | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.01% | $699,920 | 5.9K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 8.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 23.1K | Q4 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $211,104 | 1.6K | Q4 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $428,691 | 3.3K | Q4 2025OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.01% | $223,917 | 1.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 22.1K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $207,431 | 1.6K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 9.4K | Q1 2026 |
| Magnolia Wealth Management, LLC$191M AUM | 0.01% | $18,488 | 156 | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $730,259 | 6.2K | Q1 2026 |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.01% | $220,311 | 1.9K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $760,005 | 6.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $683,136 | 5.8K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $213,318 | 1.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $67M | 564.3K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $233,651 | 2.0K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.01% | $287,355 | 2.2K | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $854,220 | 7.2K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $364,231 | 2.8K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $205,364 | 1.6K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 12.6K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $221,732 | 1.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $140M | 1.24M | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $555,104 | 4.7K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $259,709 | 2.1K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $328,805 | 2.8K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $28,087 | 237 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $373,544 | 3.2K | Q1 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.01% | $17,777 | 150 | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.01% | $29,865 | 252 | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $252,427 | 2.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $45M | 383.3K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $231,095 | 1.9K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $248,871 | 2.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $425,118 | 3.6K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $744,274 | 5.9K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.01% | $44,086 | 372 | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $488,748 | 4.4K | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $405,897 | 3.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.01% | $7M | 58.4K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $59,993 | 506 | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.01% | $158,400 | 1.4K | Q2 2025OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $205,496 | 1.7K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.01% | $63,681 | 493 | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $61,527 | 418 | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 9.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $552,527 | 4.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $857,396 | 7.1K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.01% | $432,324 | 3.6K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $27,511 | 213 | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $650,120 | 5.5K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $355,530 | 3.0K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $242,235 | 2.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 37.7K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $110,215 | 930 | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $308,651 | 2.6K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $456,619 | 3.9K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.01% | $46,101 | 389 | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $216,989 | 1.7K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $201,378 | 2.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 17.0K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 9.4K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $12M | 99.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 27.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $109,820 | 927 | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 0.01% | $33,147 | 254 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 67.5K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.01% | $11,847 | 100 | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $273,403 | 2.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $91,612 | 727 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 9.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 27.3K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.01% | $35,553 | 300 | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $247,036 | 2.2K | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $152,515 | 1.3K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $244,751 | 1.7K | Q1 2026 |
| Pioneer Family Office, LLC$156M AUM | 0.01% | $8,489 | 72 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $30,576 | 258 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $56,424 | 476 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 25.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $426,280 | 3.6K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $676,218 | 5.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 41.1K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $258,994 | 2.0K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 10.8K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $3M | 25.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 28.3K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $1M | 8.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $203,040 | 1.6K | Q4 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $159,254 | 1.2K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $380,357 | 3.2K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $289,401 | 2.4K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $9,946 | 77 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $794,136 | 6.7K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $46,337 | 391 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $480,718 | 4.1K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $14,779 | 125 | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 43.8K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $49,427 | 417 | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $324,651 | 2.5K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $88,883 | 750 | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 34.4K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $304,452 | 2.6K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 27.4K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 62.5K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $440,147 | 3.7K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $302,875 | 2.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $5M | 40.1K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.00% | $9,244 | 78 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $61,862 | 522 | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $13,037 | 110 | Q1 2026 |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $9,836 | 83 | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $671,301 | 5.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 42.3K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $630,710 | 5.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $273,403 | 2.3K | Q1 2026 |
| Cordant, Inc.$246M AUM | 0.00% | $6,179 | 55 | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $18M | 153.0K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $45,263 | 350 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $13,510 | 114 | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $8,532 | 72 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 14.0K | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $14,275 | 120 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $6,755 | 57 | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $102,511 | 865 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $90,187 | 761 | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $551,427 | 4.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $13,233 | 110 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $30,220 | 255 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $553,172 | 4.4K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $11,138 | 93 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $903,165 | 7.6K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $15,643 | 132 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $22M | 189.6K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $249,345 | 2.1K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $18,903 | 168 | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $204,347 | 1.6K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 13.4K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $22,754 | 192 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $7M | 63.2K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $225,050 | 1.9K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $13M | 107.0K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $60,349 | 529 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $49,597 | 384 | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $35,553 | 300 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $411,351 | 3.5K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $16,354 | 138 | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $313,459 | 2.6K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $79,517 | 671 | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $68,391 | 543 | Q3 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $28,442 | 240 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $92,438 | 780 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.