ISTBISHARES TR
CUSIP 46432F859 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (ISTB) has 393 institutional holders in Filings Flow’s 13F database, together reporting 70.84M shares worth $2.8B as of Q1 2026. The largest reported holders are Acorns Advisers, LLC, Blackrock, Inc., and State Of Wisconsin Investment Board.
Institutional Holders
393
Q1 2026
Reported Value
$2.8B
Ticker
ISTB
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 15.82% | $32M | 653.5K | Q1 2026 |
| Seven Springs Wealth Group, LLC$432M AUM | 15.20% | $66M | 1.36M | Q1 2026 |
| Alexander Randolph Advisory, Inc.$116M AUM | 13.15% | $15M | 314.9K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 12.50% | $49M | 1.02M | Q1 2026 |
| FIDUCIARY ADVISORS, INC.$133M AUM | 9.23% | $12M | 253.5K | Q1 2026 |
| Courage Miller Partners, LLC$354M AUM | 7.80% | $28M | 569.9K | Q1 2026 |
| IRON Financial LLC$229M AUM | 7.00% | $16M | 330.6K | Q1 2026 |
| Townsend Financial Planning, LLC$103M AUM | 6.24% | $6M | 133.2K | Q1 2026 |
| Boyd Wealth Management, LLC$236M AUM | 5.69% | $13M | 277.9K | Q1 2026 |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 5.57% | $16M | 330.0K | Q1 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 5.49% | $7M | 146.6K | Q1 2026 |
| Omega Financial Group, LLC$308M AUM | 5.13% | $16M | 325.6K | Q1 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 5.11% | $12M | 245.2K | Q1 2026 |
| Townsend & Associates, Inc$1.2B AUM | 5.05% | $59M | 1.21M | Q1 2026 |
| Buttonwood Financial Advisors Inc.$299M AUM | 4.84% | $14M | 298.2K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 4.60% | $53M | 1.09M | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 4.56% | $20M | 416.1K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 4.49% | $10M | 214.3K | Q1 2026 |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 4.40% | $7M | 134.6K | Q1 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 4.32% | $20M | 412.1K | Q1 2026 |
| CIM, LLC$692M AUM | 3.87% | $27M | 551.8K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 3.71% | $55M | 1.13M | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 3.70% | $67M | 1.38M | Q1 2026 |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 3.64% | $4M | 85.8K | Q1 2026 |
| Values First Advisors, Inc.$192M AUM | 3.54% | $7M | 140.3K | Q1 2026 |
| Shepherd Street Advisors LLC$101M AUM | 3.36% | $3M | 70.3K | Q1 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 3.29% | $7M | 141.6K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 3.11% | $9M | 188.9K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 3.06% | $40M | 834.7K | Q1 2026 |
| AtlasMark Financial, Inc$155M AUM | 2.88% | $4M | 91.6K | Q1 2026 |
| McClarren Financial Advisors, Inc.$169M AUM | 2.75% | $5M | 95.8K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 2.69% | $8M | 163.1K | Q4 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 2.50% | $13M | 274.1K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 2.45% | $6M | 124.0K | Q1 2026 |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.41% | $3M | 68.7K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 2.35% | $8M | 161.9K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 2.35% | $5M | 95.6K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 2.28% | $5M | 100.6K | Q1 2026 |
| Independence Financial Advisors, LLC$386M AUM | 2.27% | $8M | 156.2K | Q1 2026 |
| PEOPLES BANK /OH$163M AUM | 2.24% | $4M | 75.5K | Q1 2026 |
| Turn8 Private Wealth Inc.$160M AUM | 2.24% | $4M | 74.1K | Q1 2026 |
| Providence First Trust Co$284M AUM | 2.23% | $6M | 130.6K | Q1 2026 |
| Fonville Wealth Management LLC$525M AUM | 2.03% | $11M | 220.2K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 1.87% | $8M | 160.5K | Q1 2026 |
| Dentgroup LLC$146M AUM | 1.84% | $3M | 55.0K | Q4 2025OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 1.76% | $5M | 94.2K | Q1 2026 |
| Abundance Wealth Counselors$697M AUM | 1.71% | $12M | 246.3K | Q1 2026 |
| Chatterton & Associates Inc.$143M AUM | 1.59% | $2M | 46.7K | Q1 2026 |
| eCIO, Inc.$228M AUM | 1.26% | $3M | 59.2K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 1.25% | $15M | 307.0K | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 1.14% | $6M | 116.1K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.04% | $26M | 541.7K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 1.04% | $12M | 245.3K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 1.03% | $4M | 83.5K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 1.02% | $3M | 59.6K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 1.01% | $5M | 99.2K | Q2 2025OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.99% | $2M | 38.7K | Q1 2026 |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.98% | $1M | 25.7K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.98% | $27M | 559.0K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.97% | $1M | 26.2K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.94% | $2M | 46.8K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.92% | $2M | 46.9K | Q1 2026 |
| BLUE JEAN FINANCIAL LLC$121M AUM | 0.89% | $1M | 22.3K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.89% | $3M | 54.9K | Q1 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.89% | $2M | 31.5K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.86% | $2M | 39.8K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.85% | $3M | 52.2K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.80% | $31M | 632.7K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.77% | $6M | 133.2K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.75% | $6M | 113.7K | Q1 2026 |
| JGP Wealth Management, LLC$1.1B AUM | 0.74% | $7M | 147.2K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 0.73% | $6M | 123.2K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.68% | $46M | 948.5K | Q1 2026 |
| BCM ADVISORS, LLC$507M AUM | 0.67% | $3M | 70.6K | Q1 2026 |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.66% | $901,162 | 18.6K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.66% | $3M | 53.8K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.65% | $28M | 581.2K | Q1 2026 |
| Darden Wealth Group Inc$196M AUM | 0.65% | $1M | 26.4K | Q1 2026 |
| Cannon Financial Strategists, Inc.$761M AUM | 0.65% | $5M | 102.1K | Q1 2026 |
| Argent Advisors, Inc.$366M AUM | 0.63% | $2M | 47.5K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.60% | $262M | 5.42M | Q1 2026 |
| Keystone Financial Group, Inc.$192M AUM | 0.58% | $1M | 23.2K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.57% | $4M | 74.5K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.54% | $7M | 142.0K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.51% | $595,757 | 12.3K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.50% | $5M | 104.6K | Q2 2025OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.49% | $4M | 72.4K | Q1 2026 |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.49% | $2M | 51.2K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.46% | $36M | 741.3K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.45% | $1M | 23.4K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.45% | $6M | 126.7K | Q1 2026 |
| Commerce Advisors, LLC$119M AUM | 0.44% | $523,584 | 10.8K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.43% | $1M | 30.4K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.42% | $2M | 48.7K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.41% | $2M | 42.0K | Q1 2026 |
| Joseph Group Capital Management$400M AUM | 0.40% | $2M | 33.1K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.38% | $3M | 70.2K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.38% | $3M | 58.5K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.38% | $3M | 62.7K | Q1 2026 |
| Curat Global, LLC$102M AUM | 0.35% | $315,737 | 6.5K | Q4 2025OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.32% | $874,412 | 18.0K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.31% | $5M | 94.9K | Q1 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.31% | $478,833 | 9.9K | Q1 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 0.31% | $4M | 86.0K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.29% | $10M | 200.8K | Q1 2026 |
| Parsonex Advisory Services, Inc.$102M AUM | 0.28% | $289,645 | 6.0K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.27% | $3M | 66.0K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 0.26% | $1M | 26.2K | Q4 2025OLDER |
| Priebe Wealth Holdings LLC$115M AUM | 0.26% | $297,495 | 6.1K | Q2 2025OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.26% | $612,341 | 12.6K | Q1 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.25% | $760,084 | 15.7K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.25% | $2M | 32.2K | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.24% | $1M | 28.8K | Q1 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.24% | $968,367 | 20.0K | Q1 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.23% | $875,753 | 18.0K | Q1 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 0.22% | $240,362 | 5.0K | Q1 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.22% | $273,314 | 5.6K | Q1 2026 |
| DORVAL Corp$322M AUM | 0.22% | $699,734 | 14.4K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.20% | $2M | 38.0K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.20% | $2M | 45.2K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.19% | $1M | 24.6K | Q1 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.19% | $298,950 | 6.2K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.19% | $269,848 | 5.6K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 0.18% | $241,282 | 5.0K | Q1 2026 |
| Pearl Planning LLC$187M AUM | 0.18% | $333,550 | 6.9K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.17% | $867,676 | 17.9K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.17% | $1M | 21.8K | Q1 2026 |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.17% | $270,351 | 5.6K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.17% | $814,467 | 16.8K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.17% | $505,147 | 10.4K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.17% | $693,511 | 14.3K | Q1 2026 |
| Family Capital Management, Inc.$225M AUM | 0.16% | $313,995 | 6.5K | Q2 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.16% | $10M | 201.1K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.16% | $1M | 21.3K | Q2 2025OLDER |
| Rede Wealth, LLC$278M AUM | 0.16% | $449,806 | 9.3K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.16% | $1M | 29.9K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.15% | $2M | 35.4K | Q1 2026 |
| Level Wealth Management LLC$213M AUM | 0.15% | $318,479 | 6.6K | Q1 2026 |
| Wealth Forward, LLC$177M AUM | 0.14% | $244,335 | 5.0K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.14% | $2M | 37.4K | Q1 2026 |
| Sunburst Financial Group, LLC$617M AUM | 0.13% | $728,307 | 15.0K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.13% | $2M | 41.0K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.13% | $576,177 | 11.9K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.13% | $2M | 39.3K | Q1 2026 |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.13% | $294,262 | 6.1K | Q1 2026 |
| TrueWealth Financial Partners$251M AUM | 0.13% | $316,152 | 6.5K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.12% | $1M | 22.3K | Q1 2026 |
| Rather & Kittrell, Inc.$648M AUM | 0.12% | $799,008 | 16.5K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.12% | $855,942 | 17.7K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.12% | $945,054 | 19.4K | Q3 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.12% | $263,235 | 5.4K | Q1 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.12% | $331,818 | 6.8K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $22M | 449.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.12% | $13M | 278.4K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.11% | $2M | 34.1K | Q3 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.11% | $473,406 | 9.8K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.11% | $1M | 20.8K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.10% | $530,285 | 10.9K | Q2 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.10% | $937,466 | 19.3K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.10% | $1M | 27.2K | Q1 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.10% | $317,510 | 6.6K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.10% | $1M | 25.8K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.10% | $7M | 135.0K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.09% | $346,061 | 7.1K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.09% | $429,695 | 8.9K | Q1 2026 |
| Summa Corp.$242M AUM | 0.08% | $203,532 | 4.2K | Q1 2026 |
| Hudson Capital Management LLC$387M AUM | 0.08% | $324,246 | 6.7K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.08% | $348,334 | 7.2K | Q2 2025OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.08% | $281,253 | 5.8K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.08% | $1M | 27.2K | Q4 2025OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.08% | $213,161 | 4.4K | Q4 2025OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.08% | $268,468 | 5.5K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.08% | $376,065 | 7.7K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.07% | $64M | 1.32M | Q1 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 0.07% | $242,300 | 5.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.07% | $2M | 36.9K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.07% | $308,714 | 6.4K | Q1 2026 |
| Kopp Family Office, LLC$163M AUM | 0.07% | $105,304 | 2.2K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $497,190 | 10.3K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.07% | $269,667 | 5.5K | Q2 2025OLDER |
| Main Street Research LLC$1.7B AUM | 0.07% | $1M | 24.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.06% | $13M | 266.5K | Q1 2026 |
| NFSG Corp$608M AUM | 0.06% | $413,819 | 8.5K | Q3 2025OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.06% | $127,693 | 2.6K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 21.9K | Q1 2026 |
| Essex Bank$452M AUM | 0.06% | $265,020 | 5.5K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.06% | $495,706 | 10.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 33.9K | Q1 2026 |
| Aries Wealth Management$455M AUM | 0.05% | $231,209 | 4.7K | Q3 2025OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.05% | $359,118 | 7.4K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $248,456 | 5.1K | Q1 2026 |
| SeaBridge Investment Advisors LLC$591M AUM | 0.05% | $298,029 | 6.2K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.05% | $4M | 83.5K | Q4 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.05% | $253,494 | 5.2K | Q1 2026 |
| Optas, LLC$661M AUM | 0.05% | $327,590 | 6.8K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.05% | $342,572 | 7.1K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $420,924 | 8.7K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 0.05% | $247,243 | 5.1K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $639,015 | 13.1K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.05% | $6M | 123.5K | Q1 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.05% | $380,653 | 7.9K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $789,206 | 16.3K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $586,736 | 12.1K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.04% | $214,549 | 4.4K | Q1 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.04% | $221,023 | 4.6K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $2M | 33.9K | Q1 2026 |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.04% | $213,476 | 4.4K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $4M | 72.4K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.04% | $738,531 | 15.2K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.04% | $507,715 | 10.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.04% | $85M | 1.76M | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $3M | 68.8K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.04% | $212,989 | 4.4K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 123.9K | Q1 2026 |
| DAGCO, INC.$461M AUM | 0.04% | $179,302 | 3.7K | Q1 2026 |
| Woodside Wealth Management LLC$128M AUM | 0.04% | $52,016 | 1.1K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $781,387 | 16.1K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.04% | $4M | 74.9K | Q1 2026 |
| Midwest Capital Advisors, LLC$214M AUM | 0.04% | $75,381 | 1.6K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.03% | $9M | 195.5K | Q1 2026 |
| Rice Partnership, LLC$732M AUM | 0.03% | $252,574 | 5.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $111M | 2.29M | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.03% | $60,000 | 1.2K | Q1 2026 |
| Security National Bank$838M AUM | 0.03% | $206,585 | 4.3K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.03% | $258,534 | 5.3K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.03% | $202,127 | 4.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 59.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 112.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $754,110 | 15.6K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $468,524 | 9.7K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $212,692 | 4.4K | Q1 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.02% | $209,438 | 4.3K | Q3 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.02% | $317,582 | 6.6K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 0.02% | $233,895 | 4.8K | Q3 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $222,577 | 4.6K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.02% | $1M | 21.1K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.02% | $167,235 | 3.5K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $713,842 | 14.7K | Q1 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.02% | $436,140 | 9.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 165.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 118.3K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $305,202 | 6.3K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $223,158 | 4.6K | Q1 2026 |
| SFMG, LLC$1.5B AUM | 0.02% | $310,677 | 6.4K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.02% | $348,428 | 7.2K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 0.02% | $221,618 | 4.5K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $124M | 2.57M | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.02% | $2M | 37.0K | Q1 2026 |
| American Trust$1.1B AUM | 0.02% | $217,389 | 4.5K | Q3 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $84,369 | 1.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 26.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 28.8K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.02% | $181,192 | 3.7K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $200,973 | 4.1K | Q2 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $203,172 | 4.2K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.02% | $20,547 | 424 | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $781,393 | 16.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 36.0K | Q1 2026 |
| Longview Financial Advisors LLC$184M AUM | 0.02% | $29,997 | 619 | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $301,638 | 6.2K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $204,894 | 4.2K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.02% | $2M | 32.4K | Q2 2025OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $220,499 | 4.5K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.02% | $83,699 | 1.7K | Q3 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.02% | $235,855 | 4.9K | Q1 2026 |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.01% | $43,710 | 902 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $4M | 75.1K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.01% | $262,900 | 5.4K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $257,613 | 5.3K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.01% | $97,259 | 2.0K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $563,550 | 11.6K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $566,456 | 11.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $867,885 | 17.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 188.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $306,223 | 6.3K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $201,884 | 4.2K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $546,695 | 11.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 35.9K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $939,738 | 19.4K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $425,217 | 8.8K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $438,523 | 9.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $988,875 | 20.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $351,829 | 7.2K | Q4 2025OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.01% | $2M | 44.6K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $526,260 | 10.8K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.01% | $105,401 | 2.2K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.01% | $53,791 | 1.1K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $348,045 | 7.2K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $388,881 | 8.0K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $43M | 886.1K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.01% | $684,109 | 14.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $624,577 | 12.8K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $206,029 | 4.2K | Q3 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.01% | $159,891 | 3.3K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $40,852 | 843 | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $231,057 | 4.8K | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 0.01% | $14,974 | 309 | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $349,487 | 7.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 181.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 137.6K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $26,159 | 540 | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $216,590 | 4.5K | Q2 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $538,214 | 11.1K | Q2 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $201,594 | 4.2K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.01% | $24,698 | 510 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $35M | 729.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 82.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 45.4K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $149,984 | 3.1K | Q1 2026 |
| General Partner, Inc.$186M AUM | 0.01% | $12,357 | 255 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $938,855 | 19.4K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $209,205 | 4.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $27M | 557.5K | Q1 2026 |
| Donor Advised Charitable Giving, Inc.$3.9B AUM | 0.01% | $276,610 | 5.7K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $307,711 | 6.3K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $46M | 941.4K | Q1 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $455,524 | 9.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $33M | 684.9K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $222,446 | 4.6K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $781,660 | 16.1K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $251,721 | 5.2K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $17,881 | 369 | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $358,626 | 7.4K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $205,717 | 4.2K | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $999,429 | 20.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $347,335 | 7.2K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $53,306 | 1.1K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.01% | $15,157 | 310 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 105.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 23.7K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $344,648 | 7.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $7M | 147.7K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $278M | 5.73M | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $5M | 105.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $380,214 | 7.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25M | 525.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $345,947 | 7.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $64,965 | 1.3K | Q3 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $4,000 | 89 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $21M | 439.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $274,800 | 5.7K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $32,911 | 679 | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $17,338 | 355 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 48.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $621,914 | 12.8K | Q2 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $43,856 | 905 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $286,496 | 5.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $45M | 920.7K | Q1 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.00% | $9,000 | 185 | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $20M | 413.3K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 41.8K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $174,601 | 3.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $48M | 986.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $84,651 | 1.8K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $15,174 | 313 | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 27.5K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $8,156 | 167 | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $448,158 | 9.2K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $954,066 | 19.8K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $36,829 | 760 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $25,421 | 520 | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $222,431 | 4.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $729,330 | 15.0K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $220,851 | 4.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $42M | 859.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $218,215 | 4.5K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $103,026 | 2.1K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $10,384 | 213 | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $222,190 | 4.6K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $21,613 | 446 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $64,576 | 1.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 28.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $19M | 390.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 37.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $18M | 371.4K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $518,910 | 10.7K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $8,578 | 177 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $5,670 | 117 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $48,072 | 992 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $464,051 | 9.5K | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $20,353 | 420 | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $341,921 | 7.2K | Q2 2025OLDER |
| Bank of New Hampshire$437M AUM | 0.00% | $7,269 | 150 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 37.9K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $538,290 | 11.0K | Q4 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $5,461 | 112 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $531,157 | 11.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 54.4K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $49,817 | 1.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $555,352 | 11.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $265,403 | 5.5K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 71.6K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,334 | 48 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $628,401 | 13.0K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $206,435 | 4.2K | Q3 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.00% | $3,900 | 80 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $820,525 | 16.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 22.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 156.9K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,234 | 108 | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $2,423 | 50 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $416,514 | 8.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $140,269 | 2.9K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $21,402 | 439 | Q4 2025OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $1,954 | 40 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $503,570 | 10.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $466,300 | 9.6K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $3,925 | 81 | Q1 2026 |
| Clark Wealth Partners$149M AUM | 0.00% | $824 | 17 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $3,120 | 64 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $357,289 | 7.3K | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $7,654 | 157 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $23,891 | 493 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $802,047 | 16.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $275,908 | 5.7K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $775 | 16 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $7,103 | 146 | Q2 2025OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.00% | $872 | 18 | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $201,691 | 4.2K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $34,881 | 720 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $167,769 | 3.5K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,338 | 130 | Q4 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $678 | 14 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,810 | 161 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $3,101 | 64 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $718 | 15 | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $2,565 | 52 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $1,529 | 31 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,120 | 64 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $53,936 | 1.1K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $4,846 | 100 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $822 | 18 | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $162 | 3 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $955 | 20 | Q2 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $146 | 3 | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $6,832 | 142 | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $251 | 5 | Q2 2025OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.00% | $1,357 | 28 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $38,220 | 784 | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $3,586 | 74 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $14,956 | 309 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $440 | 9 | Q3 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $205 | 4 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,859 | 59 | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $46 | 1 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,121 | 23 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $733 | 15 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $75,416 | 1.5K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $485 | 10 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $394 | 8 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $276,651 | 5.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $1,551 | 32 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $17,106 | 353 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $27,865 | 575 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6,736 | 139 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $146 | 3 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $72 | 2 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $48 | 1 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $97 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.