IWOISHARES TR
CUSIP 464287648 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWO) has 1,018 institutional holders in Filings Flow’s 13F database, together reporting 30.34M shares worth $9.5B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Barings LLC.
Institutional Holders
1,018
Q1 2026
Reported Value
$9.5B
Ticker
IWO
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 11.80% | $23M | 72.4K | Q1 2026 |
| BARINGS LLC$6.2B AUM | 7.82% | $484M | 1.61M | Q1 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 7.29% | $63M | 202.4K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 6.62% | $19M | 61.2K | Q1 2026 |
| LWM ADVISORS INC$134M AUM | 6.33% | $7M | 23.3K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 6.25% | $294M | 935.5K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 5.62% | $22M | 68.5K | Q1 2026 |
| Erickson Financial Group, LLC$160M AUM | 5.19% | $8M | 26.4K | Q1 2026 |
| Cohen Klingenstein LLC$3.1B AUM | 5.00% | $155M | 492.7K | Q1 2026 |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 4.93% | $12M | 38.8K | Q1 2026 |
| Thoma Capital Management LLC$169M AUM | 4.48% | $8M | 24.1K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 4.28% | $12M | 36.5K | Q3 2025OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 4.22% | $4M | 14.1K | Q1 2026 |
| Strategic Equity Management$266M AUM | 3.93% | $10M | 33.3K | Q1 2026 |
| Foundation Wealth Management, LLC$148M AUM | 3.84% | $6M | 18.1K | Q1 2026 |
| Corundum Group, Inc.$299M AUM | 3.70% | $11M | 35.3K | Q1 2026 |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 3.68% | $5M | 14.7K | Q1 2026 |
| Sequent Asset Management, LLC$225M AUM | 3.68% | $8M | 25.6K | Q4 2025OLDER |
| Connective Capital Management, LLC$121M AUM | 3.49% | $4M | 13.5K | Q1 2026 |
| AdvisorShares Investments LLC$549M AUM | 2.98% | $16M | 52.1K | Q1 2026 |
| LMG Wealth Partners, LLC$549M AUM | 2.70% | $15M | 47.3K | Q1 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 2.64% | $3M | 10.5K | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 2.62% | $9M | 27.2K | Q4 2025OLDER |
| OFS Enterprise LLC$392M AUM | 2.55% | $9M | 27.6K | Q1 2026 |
| Team Hewins, LLC$337M AUM | 2.50% | $8M | 26.8K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 2.46% | $4M | 12.7K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 2.44% | $4M | 13.6K | Q1 2026 |
| 360 Financial, Inc.$332M AUM | 2.38% | $8M | 25.2K | Q1 2026 |
| InvesTrust$238M AUM | 2.32% | $6M | 17.6K | Q1 2026 |
| MONEYWISE, INC.$229M AUM | 2.24% | $5M | 16.4K | Q1 2026 |
| Ariston Services Group$167M AUM | 2.21% | $4M | 0 | Q1 2026 |
| Echo45 Advisors LLC$178M AUM | 2.10% | $4M | 11.9K | Q1 2026 |
| Future Fund LLC$284M AUM | 2.07% | $6M | 18.3K | Q3 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 2.00% | $6M | 18.1K | Q1 2026 |
| Finley Financial, LLC$248M AUM | 1.99% | $4M | 13.6K | Q1 2026 |
| Kelsey Financial, LLC$114M AUM | 1.88% | $2M | 6.9K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 1.85% | $13M | 42.4K | Q1 2026 |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.72% | $2M | 6.9K | Q1 2026 |
| Idaho Trust Co$308M AUM | 1.72% | $5M | 16.9K | Q1 2026 |
| Widmann Financial Services, Inc.$168M AUM | 1.72% | $3M | 9.2K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 1.60% | $4M | 11.7K | Q1 2026 |
| Somerset Group LLC$135M AUM | 1.59% | $2M | 6.0K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 1.58% | $13M | 40.9K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 1.57% | $4M | 12.1K | Q1 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 1.51% | $24M | 75.3K | Q1 2026 |
| Risk Paradigm Group, LLC$117M AUM | 1.44% | $2M | 5.4K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 1.40% | $70M | 224.1K | Q1 2026 |
| Noble Family Wealth, LLC$484M AUM | 1.39% | $7M | 21.5K | Q1 2026 |
| NBW CAPITAL LLC$464M AUM | 1.35% | $6M | 21.9K | Q2 2025OLDER |
| Bronte Capital Management Pty Ltd.$1.0B AUM | 1.30% | $13M | 41.9K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 1.27% | $4M | 14.0K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 1.21% | $13M | 40.8K | Q1 2026 |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 1.17% | $2M | 6.1K | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 1.13% | $7M | 19.0K | Q1 2026 |
| SGL Investment Advisors, Inc.$266M AUM | 1.11% | $3M | 7.9K | Q1 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 1.11% | $1M | 4.4K | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 1.10% | $1M | 3.5K | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 1.07% | $140M | 466.7K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 1.07% | $4M | 14.2K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 1.04% | $171M | 544.7K | Q1 2026 |
| My Personal CFO, LLC$228M AUM | 1.01% | $3M | 8.1K | Q3 2025OLDER |
| TICINO WEALTH$288M AUM | 0.98% | $3M | 7.6K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 0.97% | $3M | 10.3K | Q1 2026 |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.97% | $1M | 3.4K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.97% | $3M | 8.7K | Q1 2026 |
| BAYBAN$115M AUM | 0.96% | $1M | 3.5K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.95% | $4M | 11.4K | Q1 2026 |
| Sentinel Advisory Group, LLC$205M AUM | 0.93% | $2M | 6.1K | Q1 2026 |
| Legacy Bridge, LLC$262M AUM | 0.90% | $2M | 7.5K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.86% | $15M | 49.1K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.86% | $12M | 38.6K | Q1 2026 |
| Lighthouse Financial LLC$166M AUM | 0.82% | $1M | 4.4K | Q1 2026 |
| MWA Asset Management$183M AUM | 0.82% | $2M | 4.8K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.81% | $2M | 5.8K | Q1 2026 |
| Transcendent Capital Group LLC$219M AUM | 0.81% | $2M | 5.7K | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.80% | $19M | 61.1K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.80% | $6M | 18.5K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.79% | $20M | 64.5K | Q1 2026 |
| Pointe Capital Management LLC$202M AUM | 0.78% | $2M | 5.0K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 0.78% | $2M | 5.2K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.78% | $2M | 7.8K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.78% | $3M | 10.5K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.78% | $2M | 6.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.77% | $22M | 69.3K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.76% | $6M | 20.4K | Q1 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.75% | $2M | 5.1K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 0.74% | $19M | 60.9K | Q1 2026 |
| Summit Creek Advisors LLC$487M AUM | 0.72% | $5M | 14.2K | Q4 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.71% | $1M | 4.5K | Q1 2026 |
| jvl associates llc$352M AUM | 0.71% | $2M | 6.8K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.69% | $181M | 575.8K | Q1 2026 |
| CFG Wealth Management Services, Inc.$110M AUM | 0.69% | $760,675 | 2.4K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.68% | $11M | 35.6K | Q1 2026 |
| Renasant Bank$141M AUM | 0.66% | $933,271 | 3.0K | Q1 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.66% | $2M | 5.1K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.65% | $1M | 4.4K | Q1 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.63% | $2M | 4.5K | Q1 2026 |
| David Wealth Management LLC$134M AUM | 0.63% | $851,291 | 3.0K | Q2 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.62% | $7M | 23.7K | Q1 2026 |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.61% | $6M | 18.2K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.61% | $4M | 11.8K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.61% | $882,120 | 2.8K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.60% | $1M | 3.8K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.60% | $2M | 5.4K | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.59% | $727,964 | 2.3K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.59% | $6M | 18.6K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.59% | $6M | 17.8K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.59% | $1M | 4.5K | Q1 2026 |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.57% | $1M | 4.3K | Q1 2026 |
| Tranquility Partners, LLC$265M AUM | 0.57% | $2M | 5.0K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.56% | $3M | 9.2K | Q1 2026 |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.55% | $684,420 | 2.2K | Q1 2026 |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.54% | $2M | 6.1K | Q3 2025OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 0.53% | $5M | 17.8K | Q2 2025OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.52% | $2M | 7.4K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.52% | $6M | 20.5K | Q1 2026 |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.52% | $2M | 4.9K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.49% | $1M | 3.8K | Q1 2026 |
| OAK RIDGE INVESTMENTS LLC$1.5B AUM | 0.49% | $8M | 24.8K | Q4 2025OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.49% | $975,949 | 3.1K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.48% | $6M | 20.7K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.48% | $1M | 3.5K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.47% | $4M | 12.4K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.47% | $17M | 54.8K | Q1 2026 |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 0.47% | $22M | 70.7K | Q1 2026 |
| KDK Private Wealth Management, LLC$109M AUM | 0.47% | $513,396 | 1.6K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.47% | $1M | 3.6K | Q1 2026 |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.46% | $2M | 7.3K | Q1 2026 |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.46% | $4M | 11.8K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.45% | $6M | 18.1K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.44% | $1M | 4.0K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.44% | $36M | 113.2K | Q1 2026 |
| M3 Wealth Management, LLC$123M AUM | 0.43% | $536,520 | 1.7K | Q4 2025OLDER |
| St. Louis Trust Co$856M AUM | 0.42% | $4M | 11.5K | Q1 2026 |
| Financial Sense Advisors, Inc.$493M AUM | 0.42% | $2M | 6.6K | Q1 2026 |
| Northstar Financial Companies, Inc.$126M AUM | 0.41% | $521,238 | 1.7K | Q1 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.41% | $784,525 | 2.5K | Q1 2026 |
| Madrid Wealth Management, LLC$133M AUM | 0.41% | $538,269 | 1.7K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.40% | $83M | 265.6K | Q1 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 0.40% | $2M | 5.3K | Q1 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.40% | $3M | 8.5K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.39% | $4M | 13.0K | Q1 2026 |
| Seelaus Asset Management LLC$142M AUM | 0.39% | $541,456 | 1.7K | Q1 2026 |
| Veery Capital, LLC$372M AUM | 0.39% | $1M | 4.1K | Q1 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.39% | $1M | 3.4K | Q1 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.38% | $435,568 | 1.4K | Q1 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 0.38% | $695,402 | 2.2K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.38% | $1M | 3.3K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.38% | $1M | 3.5K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.37% | $109M | 348.6K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.37% | $14M | 50.2K | Q2 2025OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.36% | $4M | 13.7K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.36% | $16M | 52.5K | Q1 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.35% | $777,307 | 2.5K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.35% | $2M | 5.4K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.35% | $4M | 11.4K | Q1 2026 |
| Rede Wealth, LLC$278M AUM | 0.35% | $444,216 | 1.4K | Q3 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.35% | $1M | 3.3K | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.34% | $808,061 | 2.6K | Q1 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.34% | $457,230 | 1.5K | Q1 2026 |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.34% | $569,270 | 1.8K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.34% | $11M | 35.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.33% | $3M | 9.6K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 0.33% | $910,044 | 2.9K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.32% | $3M | 8.3K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.32% | $719,536 | 2.2K | Q3 2025OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 0.32% | $931,074 | 3.0K | Q1 2026 |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.32% | $1M | 4.4K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.31% | $994,778 | 3.2K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 0.30% | $395,401 | 1.3K | Q1 2026 |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.30% | $1M | 3.2K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.30% | $3M | 9.8K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.30% | $395,087 | 1.3K | Q1 2026 |
| McLaughlin Asset Management, Inc.$105M AUM | 0.30% | $312,785 | 997 | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.29% | $4M | 14.3K | Q1 2026 |
| R.H. Investment Group, LLC$130M AUM | 0.29% | $371,769 | 1.1K | Q1 2026 |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.29% | $418,661 | 1.3K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.28% | $1M | 4.0K | Q1 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 0.28% | $633,931 | 1.7K | Q1 2026 |
| Dentgroup LLC$146M AUM | 0.28% | $403,504 | 1.2K | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.28% | $4M | 11.5K | Q1 2026 |
| Tassel Capital Management, Inc.$184M AUM | 0.28% | $507,964 | 1.6K | Q1 2026 |
| Athena Investment Management$193M AUM | 0.28% | $531,594 | 1.7K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.27% | $695,719 | 2.2K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.27% | $2M | 5.0K | Q1 2026 |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.27% | $286,718 | 1.0K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.27% | $10M | 32.7K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.26% | $13M | 40.1K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.26% | $4M | 11.7K | Q1 2026 |
| Livet Wealth, LLC$157M AUM | 0.26% | $411,071 | 1.3K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.26% | $1M | 3.5K | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.26% | $416,820 | 1.3K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 0.26% | $882,001 | 2.8K | Q1 2026 |
| Consilium Wealth Advisory, LLC$293M AUM | 0.26% | $758,165 | 2.4K | Q1 2026 |
| Coastwise Capital Group, LLC$180M AUM | 0.26% | $463,191 | 1.5K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.25% | $309,970 | 988 | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.25% | $4M | 10.3K | Q1 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.25% | $299,725 | 955 | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.25% | $2M | 7.6K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.25% | $977,879 | 3.1K | Q1 2026 |
| Clientfirst Wealth Management, LLC$118M AUM | 0.25% | $240,408 | 841 | Q2 2025OLDER |
| Jupiter Wealth Management LLC$253M AUM | 0.25% | $621,498 | 1.7K | Q1 2026 |
| DRAVO BAY LLC$246M AUM | 0.25% | $603,987 | 1.9K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.24% | $340,492 | 1.1K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 0.24% | $252,612 | 799 | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 0.24% | $577,410 | 1.8K | Q1 2026 |
| William Allan Corp$169M AUM | 0.24% | $407,858 | 1.3K | Q1 2026 |
| Yarbrough Capital, LLC$2.9B AUM | 0.24% | $7M | 21.8K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.24% | $2M | 7.5K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.23% | $2M | 7.0K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.23% | $3M | 9.2K | Q1 2026 |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.23% | $503,192 | 1.6K | Q1 2026 |
| AMJ Financial Wealth Management$424M AUM | 0.23% | $967,476 | 3.1K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.22% | $710,622 | 2.2K | Q4 2025OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.22% | $255,441 | 814 | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 0.22% | $469,239 | 1.5K | Q1 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.22% | $1M | 3.4K | Q1 2026 |
| Investmark Advisory Group LLC$234M AUM | 0.22% | $506,831 | 1.6K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.22% | $736,401 | 2.3K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.21% | $2M | 7.6K | Q1 2026 |
| Friday Financial$373M AUM | 0.21% | $620,783 | 2.0K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.21% | $1M | 4.6K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 0.21% | $1M | 4.3K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.21% | $614,126 | 2.0K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.21% | $129M | 410.5K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.21% | $1M | 4.7K | Q1 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.20% | $791,399 | 2.5K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.20% | $6M | 20.4K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.20% | $2M | 5.4K | Q1 2026 |
| Curated Wealth Partners LLC$794M AUM | 0.20% | $2M | 5.1K | Q1 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.20% | $731,805 | 2.3K | Q1 2026 |
| Newton One Investments LLC$368M AUM | 0.20% | $722,341 | 2.3K | Q1 2026 |
| Asempa Wealth Advisors$115M AUM | 0.20% | $224,574 | 710 | Q1 2026 |
| CROBAN$213M AUM | 0.19% | $413,583 | 1.3K | Q1 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 0.19% | $261,404 | 833 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.19% | $136M | 432.5K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.19% | $25M | 79.9K | Q1 2026 |
| Sunbeam Capital Management, LLC$175M AUM | 0.19% | $329,187 | 1.0K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.19% | $3M | 9.5K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.19% | $26M | 82.4K | Q1 2026 |
| Advocate Investing Services LLC$118M AUM | 0.19% | $219,667 | 700 | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.19% | $4M | 11.4K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.19% | $34M | 106.9K | Q1 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.18% | $2M | 5.6K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.18% | $14M | 45.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.18% | $32M | 103.3K | Q1 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.18% | $3M | 10.3K | Q1 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.18% | $1M | 3.6K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.18% | $412,346 | 1.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.18% | $42M | 132.5K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.18% | $1M | 4.6K | Q1 2026 |
| Parkshore Wealth Management, Inc.$299M AUM | 0.18% | $529,140 | 1.7K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.18% | $587,875 | 1.9K | Q1 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 0.18% | $367,807 | 1.2K | Q1 2026 |
| Clear Retirement Advice LLC$146M AUM | 0.17% | $221,864 | 707 | Q1 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 0.17% | $2M | 7.5K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 0.17% | $246,026 | 784 | Q1 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.17% | $1M | 3.2K | Q1 2026 |
| Cladis Investment Advisory, LLC$182M AUM | 0.17% | $313,810 | 1.0K | Q1 2026 |
| Dynamic Financial Group$122M AUM | 0.17% | $210,984 | 672 | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.17% | $283,057 | 902 | Q1 2026 |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.17% | $524,690 | 1.7K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.17% | $46M | 145.8K | Q1 2026 |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.16% | $1M | 3.2K | Q3 2025OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.16% | $5M | 16.5K | Q1 2026 |
| Summa Corp.$242M AUM | 0.16% | $390,066 | 1.2K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.16% | $460,698 | 1.5K | Q1 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.16% | $3M | 9.2K | Q1 2026 |
| HBK INVESTMENTS L P$9.9B AUM | 0.16% | $16M | 50.0K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 0.16% | $395,401 | 1.3K | Q1 2026 |
| Kaizen Financial Strategies$236M AUM | 0.16% | $374,820 | 1.1K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.16% | $10M | 32.9K | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 0.16% | $421,424 | 1.3K | Q3 2025OLDER |
| Clearwave Capital, LLC$146M AUM | 0.16% | $228,081 | 727 | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.16% | $3M | 10.8K | Q1 2026 |
| EPIQ PARTNERS, LLC$236M AUM | 0.15% | $330,442 | 1.1K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.15% | $1M | 3.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.15% | $38M | 121.5K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.15% | $75M | 238.1K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.15% | $2M | 5.5K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.15% | $5M | 17.3K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 0.15% | $2M | 5.1K | Q4 2025OLDER |
| Intellectus Partners, LLC$490M AUM | 0.15% | $730,545 | 2.3K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.15% | $439,684 | 1.4K | Q4 2025OLDER |
| JP Wealth Management, Inc.$159M AUM | 0.15% | $218,726 | 697 | Q1 2026 |
| 1492 Capital Management LLC$263M AUM | 0.15% | $383,090 | 1.2K | Q4 2025OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.15% | $217,603 | 693 | Q1 2026 |
| Miller Global Investments, LLC$121M AUM | 0.14% | $156,905 | 500 | Q1 2026 |
| Salus Financial Advisors, LLC$171M AUM | 0.14% | $246,341 | 785 | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 0.14% | $693,609 | 2.2K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.14% | $5M | 15.2K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.14% | $3M | 8.2K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.14% | $541,950 | 1.7K | Q1 2026 |
| Argentarii, LLC$286M AUM | 0.14% | $402,304 | 1.3K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.14% | $12M | 38.4K | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.14% | $2M | 6.9K | Q1 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.14% | $535,360 | 1.7K | Q1 2026 |
| Financial Life Planners$130M AUM | 0.14% | $180,393 | 575 | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.14% | $4M | 11.9K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.14% | $866,116 | 2.8K | Q1 2026 |
| Legacy Trust$522M AUM | 0.14% | $718,939 | 2.3K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.14% | $6M | 19.0K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.14% | $3M | 9.5K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.14% | $5M | 15.4K | Q1 2026 |
| Pegasus Asset Management, Inc.$313M AUM | 0.14% | $425,841 | 1.4K | Q1 2026 |
| Bridge City Capital, LLC$361M AUM | 0.14% | $463,196 | 1.4K | Q4 2025OLDER |
| VIAWEALTH, LLC$180M AUM | 0.14% | $244,144 | 778 | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.13% | $986,803 | 3.1K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.13% | $832,852 | 2.7K | Q1 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.13% | $747,495 | 2.4K | Q1 2026 |
| Palisades Investment Partners, LLC$255M AUM | 0.13% | $335,777 | 1.1K | Q1 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 0.13% | $496,597 | 1.5K | Q4 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.13% | $1M | 4.7K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.13% | $10M | 32.7K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 0.13% | $700,738 | 2.2K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.13% | $3M | 10.1K | Q1 2026 |
| Selective Wealth Management, Inc.$338M AUM | 0.13% | $422,299 | 1.2K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.12% | $2M | 6.0K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 0.12% | $368,786 | 1.2K | Q1 2026 |
| Towerpoint Wealth, LLC$289M AUM | 0.12% | $305,337 | 973 | Q1 2026 |
| Fiduciary Planning LLC$331M AUM | 0.12% | $371,618 | 1.3K | Q2 2025OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.12% | $2M | 5.3K | Q4 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.12% | $1M | 3.8K | Q1 2026 |
| Gray Private Wealth, LLC$199M AUM | 0.12% | $249,687 | 773 | Q4 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.12% | $1M | 3.4K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.12% | $15M | 48.7K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.12% | $630,877 | 2.0K | Q1 2026 |
| Legend Capital Advisors LLC$160M AUM | 0.12% | $190,168 | 606 | Q1 2026 |
| Leisure Capital Management$286M AUM | 0.12% | $358,865 | 1.1K | Q4 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.12% | $6M | 17.9K | Q1 2026 |
| OPAL CAPITAL LLC$565M AUM | 0.12% | $471,563 | 1.8K | Q4 2025OLDER |
| Platform Technology Partners$519M AUM | 0.12% | $608,791 | 1.9K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.12% | $278,700 | 888 | Q1 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.12% | $223,814 | 713 | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.11% | $2M | 5.4K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.11% | $434,576 | 1.4K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.11% | $373,333 | 1.3K | Q2 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.11% | $8M | 26.4K | Q1 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.11% | $2M | 6.5K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.11% | $4M | 11.1K | Q4 2025OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.11% | $200,546 | 627 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.11% | $193M | 616.5K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.11% | $741,954 | 2.3K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.11% | $3M | 11.1K | Q1 2026 |
| CHAPIN DAVIS, INC.$569M AUM | 0.11% | $495,192 | 1.6K | Q1 2026 |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.11% | $371,237 | 1.2K | Q1 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.11% | $692,892 | 2.2K | Q1 2026 |
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 0.11% | $439,334 | 1.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.11% | $76M | 242.6K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 0.11% | $274,360 | 849 | Q4 2025OLDER |
| Elgethun Capital Management$605M AUM | 0.11% | $651,217 | 2.1K | Q1 2026 |
| Bank OZK$283M AUM | 0.11% | $304,395 | 970 | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.11% | $167,642 | 519 | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.11% | $1M | 3.9K | Q2 2025OLDER |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 0.11% | $10M | 30.5K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.11% | $180,823 | 565 | Q3 2025OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.10% | $836,304 | 2.7K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.10% | $480,757 | 1.5K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.10% | $597,569 | 1.9K | Q4 2025OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.10% | $289,698 | 923 | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.10% | $867,685 | 2.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.10% | $25M | 78.0K | Q4 2025OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.10% | $266,739 | 850 | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.10% | $13M | 44.5K | Q2 2025OLDER |
| North Capital, Inc.$118M AUM | 0.10% | $127,056 | 397 | Q3 2025OLDER |
| New England Professional Planning Group Inc.$239M AUM | 0.10% | $233,161 | 743 | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.10% | $477,889 | 1.5K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.10% | $613,977 | 1.9K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.10% | $2M | 7.0K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.10% | $855,760 | 2.7K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.10% | $505,566 | 1.6K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.09% | $3M | 9.0K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.09% | $2M | 5.7K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.09% | $2M | 6.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.09% | $12M | 39.2K | Q1 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.09% | $28M | 88.8K | Q1 2026 |
| JBR Co Financial Management Inc$274M AUM | 0.09% | $223,523 | 692 | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.09% | $1M | 3.2K | Q4 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.09% | $8M | 24.6K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.09% | $325,839 | 1.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.09% | $344M | 1.10M | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.09% | $3M | 9.4K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.09% | $12M | 39.0K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.09% | $1M | 3.2K | Q1 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.09% | $526,887 | 1.7K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.09% | $55M | 174.1K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.09% | $2M | 4.9K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.09% | $259,000 | 826 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.09% | $43M | 136.4K | Q1 2026 |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.09% | $203,496 | 630 | Q4 2025OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.09% | $982,853 | 3.1K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 0.09% | $266,738 | 850 | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.09% | $2M | 5.7K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.09% | $2M | 5.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.09% | $7M | 22.3K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.09% | $10M | 32.2K | Q1 2026 |
| TFG Advisers LLC$292M AUM | 0.09% | $250,284 | 876 | Q2 2025OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.09% | $3M | 11.1K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.09% | $644,045 | 2.1K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.09% | $696,410 | 2.2K | Q4 2025OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.08% | $737,454 | 2.4K | Q1 2026 |
| Trifecta Capital Advisors, LLC$646M AUM | 0.08% | $545,088 | 1.7K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 3.6K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.08% | $472,598 | 1.5K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.08% | $7M | 23.3K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.08% | $352,387 | 1.1K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.08% | $649,896 | 2.0K | Q4 2025OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.08% | $638,289 | 2.0K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.08% | $610,360 | 1.9K | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.08% | $303,454 | 967 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.08% | $1M | 3.7K | Q1 2026 |
| Excelsior Advisor Network LLC$263M AUM | 0.08% | $215,901 | 688 | Q1 2026 |
| Clare Market Investments LLC$478M AUM | 0.08% | $391,411 | 1.2K | Q1 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.08% | $316,320 | 1.0K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.08% | $3M | 10.5K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $375,764 | 1.2K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.08% | $273,384 | 871 | Q1 2026 |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.08% | $510,255 | 1.6K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.08% | $2M | 5.6K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.08% | $1M | 3.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.08% | $1.1B | 3.47M | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.08% | $348,643 | 1.1K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.08% | $232,839 | 742 | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.08% | $306,632 | 977 | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.08% | $2M | 5.4K | Q1 2026 |
| Presidio Capital Management, LLC$344M AUM | 0.08% | $200,149 | 700 | Q2 2025OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.08% | $424,788 | 1.5K | Q2 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 13.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $72M | 230.3K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.08% | $3M | 8.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.08% | $43M | 136.4K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.08% | $6M | 20.5K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.08% | $321,969 | 1.0K | Q1 2026 |
| KKM Financial LLC$563M AUM | 0.08% | $424,435 | 1.3K | Q1 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.07% | $220,783 | 617 | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 10.1K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.07% | $261,921 | 811 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $19M | 61.3K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 0.07% | $564,554 | 1.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $14M | 45.1K | Q1 2026 |
| Davis Investment Partners, LLC$283M AUM | 0.07% | $203,976 | 650 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.07% | $39M | 125.4K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.07% | $453,769 | 1.4K | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 0.07% | $441,259 | 1.4K | Q3 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.07% | $298,436 | 951 | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $356,717 | 1.1K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.07% | $1M | 3.4K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.07% | $4M | 11.6K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.07% | $95,084 | 303 | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 12.9K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.07% | $346,065 | 1.1K | Q4 2025OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.07% | $420,505 | 1.3K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 0.07% | $613,185 | 2.0K | Q1 2026 |
| LS Investment Advisors, LLC$668M AUM | 0.07% | $462,870 | 1.5K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.07% | $1M | 4.2K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.07% | $172,822 | 540 | Q3 2025OLDER |
| RDA Financial Network$459M AUM | 0.07% | $252,414 | 883 | Q2 2025OLDER |
| Triumph Capital Management$491M AUM | 0.07% | $333,266 | 1.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 9.3K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.07% | $543,205 | 1.7K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.07% | $229,408 | 1.5K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.07% | $362,451 | 1.2K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.07% | $2M | 6.1K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.07% | $5M | 16.8K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.06% | $589,335 | 1.9K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.06% | $999,531 | 3.1K | Q4 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.06% | $129,220 | 412 | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.06% | $291,371 | 928 | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.06% | $2M | 4.9K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.06% | $893,731 | 2.8K | Q1 2026 |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.06% | $707,328 | 2.3K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.06% | $546,034 | 1.6K | Q4 2025OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.06% | $131,487 | 419 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.06% | $51M | 163.0K | Q1 2026 |
| UNION SAVINGS BANK$228M AUM | 0.06% | $141,521 | 451 | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.06% | $8M | 24.4K | Q1 2026 |
| McGuire Investment Group, LLC$885M AUM | 0.06% | $542,891 | 1.7K | Q1 2026 |
| Bensler, LLC$969M AUM | 0.06% | $589,432 | 1.9K | Q1 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.06% | $605,048 | 1.9K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.06% | $168,203 | 536 | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.06% | $211,547 | 661 | Q3 2025OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.06% | $411,091 | 1.3K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.06% | $874,144 | 2.8K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.06% | $260,148 | 829 | Q1 2026 |
| Nicholas Investment Partners, LP$1.4B AUM | 0.06% | $823,751 | 2.6K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.06% | $1M | 3.1K | Q4 2025OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.06% | $162,554 | 518 | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.06% | $1M | 3.6K | Q2 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.06% | $120,817 | 385 | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.06% | $261,090 | 832 | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 6.9K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.06% | $3M | 9.0K | Q1 2026 |
| Westover Capital Advisors, LLC$543M AUM | 0.06% | $313,810 | 1.0K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.06% | $5M | 16.1K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.06% | $2M | 6.7K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.06% | $571,244 | 1.8K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.06% | $233,475 | 744 | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.06% | $6M | 20.7K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 19.2K | Q1 2026 |
| WELCH & FORBES LLC$7.7B AUM | 0.06% | $4M | 14.0K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.