IWNISHARES TR
CUSIP 464287630 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWN) has 1,017 institutional holders in Filings Flow’s 13F database, together reporting 47.69M shares worth $9.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Envestnet Asset Management Inc.
Institutional Holders
1,017
Q1 2026
Reported Value
$9.0B
Ticker
IWN
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.08% | $1.2B | 6.12M | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.05% | $827M | 4.36M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.11% | $407M | 2.14M | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 2.18% | $286M | 1.55M | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 1.46% | $241M | 1.27M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.88% | $228M | 1.20M | Q1 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 2.11% | $210M | 1.11M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.12% | $209M | 1.10M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $201M | 1.06M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.66% | $193M | 1.02M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $166M | 876.8K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.09% | $163M | 859.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $159M | 839.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.21% | $150M | 793.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $138M | 727.6K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.24% | $128M | 672.5K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 2.60% | $122M | 644.8K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.02% | $115M | 607.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $105M | 553.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $86M | 464.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $85M | 448.0K | Q1 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 9.34% | $81M | 428.9K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.31% | $79M | 414.9K | Q1 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 11.30% | $77M | 3.2K | Q3 2025OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 1.47% | $74M | 390.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.07% | $64M | 339.2K | Q1 2026 |
| Jasper Ridge Partners, L.P.$4.5B AUM | 1.36% | $61M | 321.7K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.30% | $61M | 321.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $56M | 301.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $54M | 284.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $51M | 270.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.05% | $49M | 258.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.28% | $49M | 257.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $48M | 250.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.57% | $46M | 243.9K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.98% | $45M | 237.8K | Q1 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 2.87% | $45M | 237.5K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.13% | $44M | 233.1K | Q1 2026 |
| Comprehensive Financial Management LLC$3.0B AUM | 1.45% | $44M | 230.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.08% | $41M | 211.1K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.07% | $40M | 212.2K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.43% | $38M | 199.5K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.05% | $38M | 202.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.07% | $38M | 199.6K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.06% | $36M | 189.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.06% | $35M | 182.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $34M | 177.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.04% | $33M | 175.7K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 1.23% | $32M | 166.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.04% | $30M | 159.3K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 1.64% | $29M | 154.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $29M | 154.2K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.40% | $28M | 147.5K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.22% | $27M | 143.3K | Q1 2026 |
| WoodTrust Financial Corp$775M AUM | 3.48% | $27M | 142.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $27M | 140.9K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $26M | 139.4K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $26M | 136.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $26M | 136.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $25M | 132.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $25M | 131.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $25M | 131.6K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.30% | $25M | 130.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $25M | 130.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.10% | $24M | 125.7K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $22M | 115.5K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 7.54% | $22M | 115.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.61% | $21M | 113.5K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $21M | 112.9K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.44% | $21M | 110.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $21M | 110.5K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $21M | 109.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.03% | $20M | 108.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.03% | $20M | 104.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.08% | $19M | 107.0K | Q4 2025OLDER |
| Zhang Financial LLC$2.9B AUM | 0.65% | $19M | 99.3K | Q1 2026 |
| Elite Financial, Inc.$223M AUM | 8.19% | $18M | 96.4K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $18M | 95.7K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.07% | $18M | 113.2K | Q2 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.56% | $18M | 94.1K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.13% | $18M | 92.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $17M | 91.6K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.13% | $17M | 91.3K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $17M | 90.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $17M | 89.5K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $17M | 92.5K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.20% | $17M | 88.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.08% | $16M | 84.8K | Q1 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC$5.7B AUM | 0.28% | $16M | 83.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.18% | $16M | 87.9K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.08% | $15M | 81.7K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.43% | $15M | 79.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.11% | $15M | 79.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 76.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.04% | $14M | 76.1K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.11% | $14M | 75.9K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $14M | 78.2K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $14M | 73.8K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.10% | $14M | 71.5K | Q1 2026 |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 5.42% | $13M | 70.6K | Q1 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.04% | $13M | 69.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $13M | 69.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $13M | 68.8K | Q1 2026 |
| Strategic Equity Management$266M AUM | 4.89% | $13M | 68.6K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.30% | $13M | 67.7K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.77% | $13M | 67.0K | Q1 2026 |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 0.14% | $12M | 65.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 65.1K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.05% | $12M | 68.4K | Q3 2025OLDER |
| SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM | 0.74% | $12M | 62.6K | Q1 2026 |
| CHURCHILL MANAGEMENT Corp$9.2B AUM | 0.13% | $12M | 74.8K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.30% | $12M | 61.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.05% | $12M | 61.0K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 4.26% | $12M | 60.9K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.90% | $11M | 60.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.14% | $11M | 59.2K | Q1 2026 |
| LBJ Family Wealth Advisors, Ltd.$171M AUM | 6.56% | $11M | 60.5K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.46% | $11M | 58.5K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 3.95% | $11M | 61.1K | Q3 2025OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 0.53% | $11M | 56.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.11% | $11M | 56.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.05% | $11M | 56.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.37% | $11M | 55.4K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.03% | $10M | 54.8K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.04% | $10M | 54.5K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $10M | 54.2K | Q1 2026 |
| Corundum Group, Inc.$299M AUM | 3.39% | $10M | 53.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 53.3K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 1.24% | $10M | 53.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $10M | 55.5K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 2.34% | $10M | 52.7K | Q1 2026 |
| Marion Wealth Management$451M AUM | 2.19% | $10M | 52.1K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.93% | $10M | 39.4K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $10M | 51.2K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.09% | $10M | 60.9K | Q2 2025OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 1.21% | $10M | 50.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.02% | $10M | 52.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.29% | $9M | 49.6K | Q1 2026 |
| Viewpoint Capital Management LLC$214M AUM | 4.27% | $9M | 48.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.06% | $9M | 47.2K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.22% | $9M | 54.5K | Q2 2025OLDER |
| Idaho Trust Co$308M AUM | 2.76% | $8M | 44.8K | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 1.79% | $8M | 55.0K | Q2 2025OLDER |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.11% | $8M | 43.6K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $8M | 43.4K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 1.35% | $8M | 39.2K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.14% | $8M | 39.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $8M | 42.2K | Q1 2026 |
| CM WEALTH ADVISORS LLC$470M AUM | 1.66% | $8M | 41.1K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.18% | $8M | 41.1K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.02% | $8M | 42.7K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 40.4K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.21% | $8M | 39.8K | Q1 2026 |
| LWM ADVISORS INC$134M AUM | 6.38% | $7M | 38.8K | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 0.58% | $7M | 38.7K | Q1 2026 |
| OFS Enterprise LLC$392M AUM | 2.13% | $7M | 38.3K | Q1 2026 |
| Boston Partners$95.5B AUM | 0.01% | $7M | 37.8K | Q1 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.07% | $7M | 37.4K | Q1 2026 |
| Foundation Wealth Management, LLC$148M AUM | 4.74% | $7M | 37.0K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $7M | 43.6K | Q2 2025OLDER |
| MONEYWISE, INC.$229M AUM | 2.99% | $7M | 36.2K | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 2.03% | $7M | 37.6K | Q4 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 1.33% | $7M | 37.5K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $7M | 35.8K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $7M | 35.7K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 1.75% | $7M | 35.2K | Q1 2026 |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.10% | $7M | 35.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.10% | $7M | 34.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.08% | $7M | 34.8K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.42% | $7M | 34.5K | Q1 2026 |
| Independent Family Office, LLC$243M AUM | 2.68% | $7M | 34.4K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.04% | $6M | 40.9K | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.12% | $6M | 33.6K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.21% | $6M | 32.9K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $6M | 32.2K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $6M | 32.2K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.49% | $6M | 32.1K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.46% | $6M | 31.9K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.03% | $6M | 30.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.07% | $6M | 30.8K | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 1.23% | $6M | 30.8K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.16% | $6M | 30.6K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.10% | $6M | 30.3K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.06% | $6M | 30.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 29.8K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 0.99% | $6M | 29.7K | Q1 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 3.04% | $6M | 29.5K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 3.36% | $5M | 28.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $5M | 28.8K | Q1 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.52% | $5M | 28.7K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.03% | $5M | 30.4K | Q3 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $5M | 28.3K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 1.29% | $5M | 28.2K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.44% | $5M | 28.2K | Q1 2026 |
| InvesTrust$238M AUM | 2.25% | $5M | 28.2K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.14% | $5M | 27.4K | Q1 2026 |
| Aristotle Capital Boston, LLC$1.6B AUM | 0.32% | $5M | 27.2K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.27% | $5M | 26.9K | Q1 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP$184M AUM | 1.76% | $5M | 27.5K | Q4 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.07% | $5M | 26.3K | Q1 2026 |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 3.97% | $5M | 26.2K | Q1 2026 |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 4.66% | $5M | 25.7K | Q1 2026 |
| Noble Family Wealth, LLC$484M AUM | 1.01% | $5M | 25.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $5M | 25.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $5M | 24.8K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 1.48% | $5M | 24.6K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.07% | $4M | 23.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.08% | $4M | 24.2K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 23.1K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.91% | $4M | 22.9K | Q1 2026 |
| Risk Paradigm Group, LLC$117M AUM | 3.70% | $4M | 22.9K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.33% | $4M | 22.9K | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 3.35% | $4M | 22.8K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.53% | $4M | 22.4K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.01% | $4M | 26.4K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 21.6K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 1.07% | $4M | 21.3K | Q1 2026 |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.06% | $4M | 22.2K | Q4 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.59% | $4M | 20.7K | Q1 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.05% | $4M | 20.5K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 20.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 20.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 20.4K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.06% | $4M | 21.2K | Q4 2025OLDER |
| Atlas Brown,Inc.$372M AUM | 1.15% | $4M | 20.1K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 0.35% | $4M | 21.4K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 19.9K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.40% | $4M | 19.9K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.11% | $4M | 19.9K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.01% | $4M | 23.8K | Q2 2025OLDER |
| My Personal CFO, LLC$228M AUM | 1.46% | $4M | 21.3K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 19.1K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.84% | $4M | 18.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 18.6K | Q1 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.20% | $3M | 18.4K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.88% | $3M | 18.4K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.23% | $3M | 18.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.08% | $3M | 18.2K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.47% | $3M | 17.8K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 17.7K | Q1 2026 |
| Sierra Capital LLC$918M AUM | 0.37% | $3M | 17.7K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $3M | 17.7K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 17.3K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.16% | $3M | 17.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 16.9K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.13% | $3M | 16.9K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.14% | $3M | 16.5K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.04% | $3M | 16.4K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.06% | $3M | 16.1K | Q1 2026 |
| TICINO WEALTH$288M AUM | 1.06% | $3M | 13.6K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.02% | $3M | 15.9K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.05% | $3M | 15.8K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.12% | $3M | 15.7K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.09% | $3M | 15.7K | Q1 2026 |
| Finley Financial, LLC$248M AUM | 1.38% | $3M | 15.5K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 0.47% | $3M | 15.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 15.4K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.04% | $3M | 14.1K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.06% | $3M | 16.1K | Q4 2025OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 0.14% | $3M | 15.3K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 15.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 15.3K | Q1 2026 |
| Azarias Capital Management, L.P.$223M AUM | 1.28% | $3M | 17.9K | Q2 2025OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.25% | $3M | 14.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $3M | 14.8K | Q1 2026 |
| Kelsey Financial, LLC$114M AUM | 2.44% | $3M | 14.7K | Q1 2026 |
| Meramec Financial Planners, LLC$252M AUM | 1.09% | $3M | 13.2K | Q1 2026 |
| Alamar Capital Management, LLC$181M AUM | 1.51% | $3M | 15.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 14.3K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.13% | $3M | 14.3K | Q1 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.43% | $3M | 14.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $3M | 14.1K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.16% | $3M | 13.7K | Q1 2026 |
| SVB WEALTH LLC$1.5B AUM | 0.17% | $3M | 13.6K | Q1 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.44% | $3M | 13.5K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.10% | $3M | 16.1K | Q2 2025OLDER |
| Hardy Reed LLC$1.4B AUM | 0.18% | $3M | 13.3K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.14% | $3M | 13.3K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.13% | $3M | 13.2K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.07% | $3M | 13.2K | Q1 2026 |
| LMG Wealth Partners, LLC$549M AUM | 0.45% | $2M | 13.2K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.26% | $2M | 13.7K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 12.9K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.15% | $2M | 14.0K | Q3 2025OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.82% | $2M | 13.0K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.14% | $2M | 12.9K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 0.70% | $2M | 12.8K | Q1 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 0.18% | $2M | 12.8K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.32% | $2M | 12.7K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.07% | $2M | 12.9K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.17% | $2M | 12.6K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.18% | $2M | 12.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.15% | $2M | 12.4K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.27% | $2M | 12.3K | Q1 2026 |
| Towerpoint Wealth, LLC$289M AUM | 0.93% | $2M | 12.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.04% | $2M | 12.1K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 0.42% | $2M | 12.1K | Q1 2026 |
| Performa Ltd (US), LLC$442M AUM | 0.51% | $2M | 12.0K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $2M | 11.9K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.06% | $2M | 11.9K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.94% | $2M | 11.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 11.6K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.10% | $2M | 11.3K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.14% | $2M | 11.8K | Q4 2025OLDER |
| Pointe Capital Management LLC$202M AUM | 1.05% | $2M | 11.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 11.0K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.02% | $2M | 10.8K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.04% | $2M | 9.6K | Q1 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 1.33% | $2M | 10.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.02% | $2M | 10.7K | Q1 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.14% | $2M | 10.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.05% | $2M | 10.6K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.06% | $2M | 10.6K | Q1 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.93% | $2M | 10.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 10.5K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 10.4K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.04% | $2M | 10.4K | Q1 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 0.44% | $2M | 10.4K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.55% | $2M | 10.8K | Q4 2025OLDER |
| Villanova Investment Management Co LLC$98M AUM | 2.01% | $2M | 10.3K | Q1 2026 |
| Addison Capital Co$562M AUM | 0.35% | $2M | 10.3K | Q1 2026 |
| Peloton Wealth Strategists$247M AUM | 0.76% | $2M | 10.8K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 10.2K | Q1 2026 |
| Squire Investment Management Company, LLC$360M AUM | 0.53% | $2M | 10.2K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $2M | 10.1K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.06% | $2M | 10.1K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.11% | $2M | 10.0K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.04% | $2M | 10.0K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.80% | $2M | 10.0K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $2M | 10.7K | Q3 2025OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.71% | $2M | 10.0K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 10.4K | Q4 2025OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.44% | $2M | 9.9K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.20% | $2M | 9.9K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.12% | $2M | 9.7K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 9.5K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $2M | 9.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 9.4K | Q1 2026 |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.35% | $2M | 9.4K | Q1 2026 |
| Legacy Bridge, LLC$262M AUM | 0.67% | $2M | 9.3K | Q1 2026 |
| J2 Capital Management Inc$146M AUM | 1.19% | $2M | 9.2K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.17% | $2M | 9.1K | Q1 2026 |
| Total Wealth Planning, LLC$47M AUM | 0.20% | $2M | 9.7K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $2M | 9.0K | Q1 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.07% | $2M | 9.0K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 0.27% | $2M | 8.9K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.18% | $2M | 8.9K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.12% | $2M | 8.8K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.08% | $2M | 8.8K | Q1 2026 |
| Windward Private Wealth Management Inc.$289M AUM | 0.57% | $2M | 8.8K | Q1 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 0.30% | $2M | 8.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 8.7K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 8.6K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.13% | $2M | 8.6K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.05% | $2M | 8.5K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.16% | $2M | 8.5K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 0.19% | $2M | 8.5K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 8.5K | Q1 2026 |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.27% | $2M | 8.5K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.71% | $2M | 8.4K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 0.21% | $2M | 8.4K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 0.32% | $2M | 8.3K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 8.1K | Q1 2026 |
| 626 Financial, LLC$224M AUM | 0.69% | $2M | 8.1K | Q1 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.29% | $2M | 7.3K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 0.48% | $2M | 8.5K | Q3 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.08% | $1M | 7.9K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.05% | $1M | 7.8K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.24% | $1M | 7.8K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.07% | $1M | 7.8K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.05% | $1M | 7.8K | Q1 2026 |
| Veery Capital, LLC$372M AUM | 0.45% | $1M | 7.7K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.12% | $1M | 7.7K | Q1 2026 |
| Phocas Financial Corp.$637M AUM | 0.23% | $1M | 7.7K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.72% | $1M | 7.6K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 7.6K | Q1 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.03% | $1M | 7.6K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.07% | $1M | 7.5K | Q1 2026 |
| Future Fund LLC$284M AUM | 0.50% | $1M | 8.0K | Q3 2025OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.14% | $1M | 7.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 7.6K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.47% | $1M | 7.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $1M | 7.3K | Q1 2026 |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.32% | $1M | 7.3K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.05% | $1M | 7.1K | Q1 2026 |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.56% | $1M | 7.1K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.10% | $1M | 7.1K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.09% | $1M | 7.0K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 8.4K | Q2 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.04% | $1M | 7.0K | Q1 2026 |
| Pacific Ridge Capital Partners, LLC$462M AUM | 0.29% | $1M | 7.3K | Q4 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.01% | $1M | 6.9K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 6.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 6.2K | Q1 2026 |
| River Road Asset Management, LLC$8.8B AUM | 0.01% | $1M | 7.1K | Q4 2025OLDER |
| LOWERY THOMAS, LLC$175M AUM | 0.73% | $1M | 6.7K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.08% | $1M | 6.7K | Q1 2026 |
| Ategra Capital Management, LLC$201M AUM | 0.63% | $1M | 6.7K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 6.6K | Q1 2026 |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.07% | $1M | 6.5K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 6.5K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.13% | $1M | 6.5K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 6.4K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $1M | 6.4K | Q1 2026 |
| Performance Wealth Partners, LLC$3.4B AUM | 0.04% | $1M | 6.4K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 6.7K | Q4 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.07% | $1M | 6.1K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.06% | $1M | 6.8K | Q3 2025OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.59% | $1M | 6.4K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.04% | $1M | 6.4K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 6.6K | Q4 2025OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.48% | $1M | 6.2K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.49% | $1M | 6.2K | Q1 2026 |
| Calydon Capital$613M AUM | 0.19% | $1M | 6.2K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $1M | 6.2K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.22% | $1M | 6.1K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.06% | $1M | 6.1K | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.46% | $1M | 6.0K | Q1 2026 |
| First Bancorp, Inc /ME/$201M AUM | 0.57% | $1M | 6.0K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.03% | $1M | 6.2K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 5.9K | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.01% | $1M | 5.6K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.12% | $1M | 5.9K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 0.40% | $1M | 5.9K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.11% | $1M | 5.8K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $1M | 5.8K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.16% | $1M | 5.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 5.7K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.06% | $1M | 5.7K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 5.7K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.03% | $1M | 5.7K | Q1 2026 |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.61% | $1M | 5.3K | Q1 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.03% | $1M | 5.6K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $1M | 5.6K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 0.51% | $1M | 5.5K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.15% | $1M | 5.5K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 5.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $1M | 5.4K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.06% | $1M | 5.4K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.03% | $1M | 5.6K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $1M | 6.4K | Q2 2025OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.04% | $1M | 5.7K | Q3 2025OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.91% | $1M | 5.3K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.06% | $999,827 | 5.3K | Q1 2026 |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 0.80% | $996,412 | 5.3K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.02% | $992,770 | 5.2K | Q1 2026 |
| Atom Investors LP$1.4B AUM | 0.08% | $989,588 | 5.5K | Q4 2025OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.11% | $987,751 | 5.2K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.22% | $985,299 | 5.2K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.04% | $978,285 | 5.2K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $978,172 | 5.4K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $977,444 | 5.2K | Q1 2026 |
| CULBERTSON A N & CO INC$771M AUM | 0.13% | $976,578 | 5.2K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.02% | $973,949 | 5.5K | Q3 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.34% | $973,165 | 5.1K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $971,941 | 5.1K | Q1 2026 |
| Bishop & Co Investment Management, LLC$292M AUM | 0.33% | $971,270 | 5.1K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $963,840 | 5.1K | Q1 2026 |
| Maxele Advisors, LLC$123M AUM | 0.78% | $961,904 | 5.3K | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $959,136 | 5.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $958,896 | 5.1K | Q1 2026 |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.10% | $953,708 | 5.3K | Q4 2025OLDER |
| Wealth Care LLC$123M AUM | 0.84% | $947,950 | 5.0K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.03% | $933,731 | 4.9K | Q1 2026 |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.48% | $932,421 | 4.9K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.11% | $929,042 | 4.9K | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.39% | $919,701 | 4.9K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.31% | $913,475 | 4.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $911,668 | 5.0K | Q4 2025OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.25% | $910,798 | 4.8K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.08% | $908,000 | 5.0K | Q4 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.09% | $897,329 | 4.7K | Q1 2026 |
| Diversified Investment Strategies, LLC$157M AUM | 0.57% | $897,140 | 4.7K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.15% | $896,761 | 4.7K | Q1 2026 |
| Retirement Investment Advisors, Inc.$1.4B AUM | 0.07% | $894,090 | 4.9K | Q1 2026 |
| MWA Asset Management$183M AUM | 0.49% | $890,533 | 4.7K | Q1 2026 |
| Opus Capital Group, LLC$930M AUM | 0.10% | $890,000 | 4.7K | Q1 2026 |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.67% | $889,177 | 4.7K | Q1 2026 |
| Renasant Bank$141M AUM | 0.63% | $889,177 | 4.7K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.21% | $881,323 | 4.6K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $879,650 | 4.6K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $879,364 | 5.0K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $875,170 | 4.6K | Q1 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.08% | $872,872 | 4.6K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $863,365 | 4.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $851,455 | 4.5K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $842,728 | 4.4K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.11% | $841,590 | 4.4K | Q1 2026 |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.17% | $838,368 | 4.4K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.17% | $838,367 | 4.4K | Q1 2026 |
| DRAVO BAY LLC$246M AUM | 0.34% | $834,386 | 4.4K | Q1 2026 |
| Bricktown Capital, LLC$508M AUM | 0.16% | $831,541 | 4.4K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $829,967 | 4.0K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.07% | $829,586 | 4.4K | Q1 2026 |
| Widmann Financial Services, Inc.$168M AUM | 0.49% | $820,917 | 4.3K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.05% | $818,650 | 4.3K | Q1 2026 |
| Auxano Advisors, LLC$501M AUM | 0.16% | $812,204 | 4.3K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.01% | $809,360 | 4.3K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.03% | $808,628 | 4.3K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $808,312 | 4.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.