IWLISHARES TR
CUSIP 464289446 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWL) has 224 institutional holders in Filings Flow’s 13F database, together reporting 8.62M shares worth $1.4B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Gilbert & Cook, Inc..
Institutional Holders
224
Q1 2026
Reported Value
$1.4B
Ticker
IWL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FreeGulliver LLC$237M AUM | 14.60% | $35M | 215.8K | Q1 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 10.83% | $29M | 182.0K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 10.70% | $83M | 516.4K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 10.63% | $66M | 409.9K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 10.04% | $33M | 206.9K | Q1 2026 |
| Capital Developers, LLC$111M AUM | 7.23% | $8M | 50.0K | Q1 2026 |
| WFA Asset Management Corp$184M AUM | 6.87% | $13M | 90.0K | Q3 2025OLDER |
| KM Capital Management Ltd.$149M AUM | 6.78% | $13M | 77.8K | Q4 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 6.38% | $80M | 498.9K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 5.51% | $12M | 72.7K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 3.68% | $19M | 119.6K | Q1 2026 |
| Winter & Associates, Inc.$133M AUM | 2.86% | $3M | 20.1K | Q1 2026 |
| Holos Integrated Wealth LLC$198M AUM | 2.71% | $5M | 32.9K | Q1 2026 |
| GEORGE KAISER FAMILY FOUNDATION$883M AUM | 2.44% | $22M | 134.4K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 2.44% | $33M | 204.6K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 2.26% | $6M | 39.2K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 2.17% | $6M | 36.6K | Q1 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 2.15% | $22M | 134.4K | Q1 2026 |
| Strategic Equity Management$266M AUM | 2.11% | $6M | 35.0K | Q1 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 1.87% | $12M | 72.9K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 1.79% | $2M | 14.6K | Q1 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 1.65% | $2M | 12.9K | Q1 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 1.27% | $1M | 8.6K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 1.07% | $1M | 7.8K | Q2 2025OLDER |
| MONEYWISE, INC.$229M AUM | 1.01% | $2M | 14.5K | Q1 2026 |
| Family Capital Management, Inc.$225M AUM | 0.99% | $2M | 13.8K | Q1 2026 |
| Boyd Wealth Management, LLC$236M AUM | 0.96% | $2M | 14.1K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.88% | $2M | 13.0K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.87% | $2M | 11.2K | Q2 2025OLDER |
| WIN ADVISORS, INC$219M AUM | 0.81% | $2M | 11.2K | Q4 2025OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.68% | $4M | 22.0K | Q1 2026 |
| Noble Family Wealth, LLC$484M AUM | 0.66% | $3M | 20.0K | Q1 2026 |
| Mason & Associates, LLC$437M AUM | 0.66% | $3M | 17.9K | Q1 2026 |
| Stone Wealth Partners$111M AUM | 0.62% | $689,898 | 4.3K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.57% | $3M | 18.8K | Q1 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 0.57% | $654,357 | 4.1K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.53% | $9M | 57.8K | Q1 2026 |
| Compton Wealth Advisory Group, LLC$449M AUM | 0.46% | $2M | 12.7K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.36% | $5M | 33.1K | Q1 2026 |
| Expressive Wealth LLC$105M AUM | 0.29% | $299,803 | 1.6K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.27% | $57M | 353.5K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 0.27% | $373,312 | 2.3K | Q1 2026 |
| Andina Capital Management, LLC$113M AUM | 0.26% | $431,524 | 2.5K | Q4 2025OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 0.26% | $251,149 | 1.6K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.25% | $5M | 29.1K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.24% | $507,079 | 3.2K | Q1 2026 |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC.$540M AUM | 0.24% | $1M | 8.3K | Q2 2025OLDER |
| Forum Private Client Group LLC$300M AUM | 0.23% | $697,886 | 4.3K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.22% | $12M | 74.1K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.22% | $2M | 12.1K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.21% | $6M | 37.1K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.20% | $3M | 20.3K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.19% | $9M | 56.7K | Q1 2026 |
| Tradewinds, LLC.$310M AUM | 0.19% | $250,738 | 1.6K | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.18% | $60M | 371.4K | Q1 2026 |
| Asset Allocation Strategies LLC$563M AUM | 0.17% | $955,721 | 6.0K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.17% | $723,645 | 4.5K | Q1 2026 |
| Orca Investment Management, LLC$118M AUM | 0.16% | $207,188 | 1.2K | Q4 2025OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.16% | $405,841 | 2.4K | Q3 2025OLDER |
| Centricity Wealth Management, LLC$125M AUM | 0.16% | $202,118 | 1.3K | Q2 2025OLDER |
| Vann Equity Management LLC$140M AUM | 0.15% | $214,720 | 1.3K | Q1 2026 |
| Resolute Advisors LLC$242M AUM | 0.15% | $364,607 | 2.3K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.15% | $11M | 66.3K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.14% | $217,743 | 1.4K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.11% | $2M | 9.7K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.11% | $347,115 | 2.2K | Q1 2026 |
| Orin Green Financial, LLC$244M AUM | 0.11% | $268,641 | 1.7K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.11% | $813,722 | 5.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.11% | $17M | 98.0K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.11% | $561,446 | 3.5K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.10% | $866,506 | 5.7K | Q2 2025OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.10% | $1M | 7.8K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.10% | $2M | 14.6K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.10% | $2M | 9.9K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.09% | $8M | 50.8K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.09% | $1M | 8.6K | Q1 2026 |
| NFSG Corp$608M AUM | 0.08% | $494,755 | 3.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 26.8K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.08% | $109,918 | 684 | Q1 2026 |
| Kendall Capital Management$488M AUM | 0.07% | $357,065 | 2.2K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.07% | $2M | 12.5K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.07% | $694,872 | 4.3K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.07% | $1M | 6.3K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.07% | $282,774 | 1.8K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.07% | $2M | 9.4K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.07% | $200,832 | 1.2K | Q4 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.06% | $406,602 | 2.5K | Q1 2026 |
| Aureus Asset Management, LLC$1.5B AUM | 0.06% | $962,872 | 6.0K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.06% | $266,457 | 1.6K | Q3 2025OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.06% | $401,197 | 2.5K | Q1 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.06% | $294,256 | 1.7K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.06% | $845,597 | 5.3K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.06% | $1M | 7.0K | Q1 2026 |
| GenWealth Group, Inc.$584M AUM | 0.05% | $320,636 | 2.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $7M | 41.0K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.05% | $4M | 26.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.05% | $9M | 56.7K | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 0.05% | $235,262 | 1.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $7M | 41.3K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.05% | $630,681 | 3.9K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.05% | $600,447 | 3.5K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 8.3K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 0.04% | $432,000 | 2.7K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 0.04% | $622,778 | 3.9K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.04% | $893,224 | 5.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 33.3K | Q1 2026 |
| Iowa State Bank$543M AUM | 0.04% | $208,510 | 1.2K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $493,151 | 3.1K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.04% | $1M | 7.9K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 0.04% | $211,029 | 1.3K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.04% | $297,849 | 1.9K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.04% | $221,412 | 1.4K | Q2 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $592,127 | 3.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 20.1K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $262,545 | 1.6K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $229,003 | 1.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $20M | 127.0K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.03% | $214,368 | 1.4K | Q2 2025OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.03% | $374,539 | 2.2K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.03% | $253,727 | 1.5K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $365,570 | 2.3K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $86,177 | 537 | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.03% | $231,090 | 1.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $320,957 | 2.0K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.02% | $240,076 | 1.5K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $609,337 | 3.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 89.8K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $304,515 | 1.7K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $22,467 | 140 | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $947,682 | 5.6K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $33,102 | 194 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 30.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 7.5K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 24.7K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 7.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $61M | 377.8K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.02% | $141,221 | 880 | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $22,467 | 140 | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $289,664 | 1.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $57M | 353.5K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $373,433 | 2.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 68.4K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.01% | $233,131 | 1.5K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.01% | $61,291 | 369 | Q3 2025OLDER |
| First Pacific Financial$777M AUM | 0.01% | $85,331 | 532 | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $857,598 | 5.3K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $41,885 | 261 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $447,739 | 2.8K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $156,809 | 919 | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 11.5K | Q2 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $377,576 | 2.2K | Q4 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $29,689 | 185 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 64.0K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $54,899 | 342 | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 22.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $628,528 | 3.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $699,415 | 4.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $802,278 | 5.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $102M | 633.5K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $124M | 728.7K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $20,950 | 131 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 16.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $77,030 | 480 | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $272,877 | 1.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 36.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $9M | 54.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 7.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 12.6K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $5M | 32.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $886,953 | 5.5K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $3M | 17.0K | Q3 2025OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $25,837 | 161 | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.00% | $238,150 | 1.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25M | 155.8K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $8,422 | 55 | Q2 2025OLDER |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $8,422 | 55 | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $81,523 | 508 | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $11,048 | 69 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 15.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 18.2K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $123,087 | 767 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 10.1K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.00% | $4,948 | 29 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $24,072 | 150 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $128,865 | 803 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $483,426 | 3.0K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $459,709 | 2.9K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $37,871 | 228 | Q3 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $273,977 | 1.7K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $362,040 | 2.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 19.8K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $5,814 | 35 | Q3 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $7,382 | 46 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $29M | 183.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $9M | 59.0K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $8,637 | 52 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 70.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 11.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $103,669 | 646 | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $215,676 | 1.3K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $114,980 | 716 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 29.8K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $39,659 | 259 | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 8.0K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $102,706 | 640 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 52.2K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $13,320 | 83 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $227,559 | 1.4K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $24,072 | 150 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $53,921 | 336 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 13.0K | Q4 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $2,658 | 16 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 48.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $200,490 | 1.2K | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $17,063 | 100 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $421,417 | 2.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $344,129 | 2.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 13.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 28.4K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,000 | 43 | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $17,974 | 112 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $7,027 | 46 | Q2 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $2,603 | 17 | Q2 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $86,125 | 537 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $184,551 | 1.1K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $321,923 | 2.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $170,630 | 1.0K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $8,999 | 56 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $8,987 | 56 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $17,332 | 108 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,444 | 9 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $39,125 | 244 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $103,348 | 644 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $8,345 | 52 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $45,295 | 282 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $2,729 | 17 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $39,245 | 230 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 13.5K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $98,052 | 611 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,110 | 63 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $27,768 | 173 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $19,739 | 123 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $513,743 | 3.2K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $3,691 | 23 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,948 | 29 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $644,964 | 4.0K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $184 | 1 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $22,467 | 140 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $46,860 | 292 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $122,512 | 718 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $111,208 | 711 | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $2,728 | 17 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $50,290 | 313 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,247 | 14 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $116,028 | 680 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,086 | 13 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $24,072 | 150 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $713,508 | 4.4K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $7,185 | 42 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $20,504 | 128 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $12,517 | 78 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $802 | 5 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.