IWPISHARES TR
CUSIP 464287481 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWP) has 1,165 institutional holders in Filings Flow’s 13F database, together reporting 111.55M shares worth $14.3B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Envestnet Asset Management Inc.
Institutional Holders
1,165
Q1 2026
Reported Value
$14.3B
Ticker
IWP
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.15% | $2.6B | 19.91M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.07% | $910M | 7.10M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.20% | $740M | 5.77M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.12% | $658M | 5.14M | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 3.41% | $506M | 3.95M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.17% | $356M | 2.85M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.05% | $353M | 2.75M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.09% | $339M | 2.64M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.08% | $333M | 2.60M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.18% | $312M | 2.43M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.40% | $289M | 2.25M | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 5.96% | $280M | 2.18M | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.28% | $270M | 2.10M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.97% | $253M | 1.97M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.17% | $211M | 1.65M | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 1.00% | $207M | 1.62M | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.25% | $203M | 1.58M | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 4.14% | $197M | 1.53M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.11% | $181M | 1.42M | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.30% | $179M | 1.31M | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 1.85% | $163M | 1.27M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.01% | $151M | 1.18M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.22% | $150M | 1.17M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $133M | 1.04M | Q1 2026 |
| Financial Advisory Corp$754M AUM | 13.94% | $100M | 783.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $97M | 755.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $88M | 690.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.10% | $86M | 674.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.09% | $84M | 657.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.11% | $82M | 637.9K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.11% | $81M | 632.1K | Q1 2026 |
| American Family Investments, Inc.$3.8B AUM | 2.09% | $80M | 620.5K | Q1 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 8.93% | $78M | 606.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $75M | 606.8K | Q1 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 4.50% | $71M | 551.0K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.84% | $67M | 523.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.12% | $65M | 511.0K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 4.17% | $65M | 504.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $56M | 439.6K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 5.62% | $55M | 431.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.04% | $54M | 423.4K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.42% | $52M | 403.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.18% | $46M | 337.5K | Q4 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.06% | $44M | 346.1K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 3.79% | $43M | 337.9K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.94% | $43M | 337.5K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 0.96% | $43M | 336.3K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 1.33% | $41M | 306.5K | Q1 2026 |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.29% | $40M | 311.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.13% | $39M | 305.5K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $38M | 299.3K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.58% | $36M | 278.5K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 6.85% | $35M | 273.3K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 1.75% | $33M | 261.4K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.25% | $33M | 256.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.08% | $33M | 256.3K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.25% | $33M | 253.7K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.63% | $32M | 247.1K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $31M | 244.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $31M | 242.7K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.09% | $31M | 239.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $29M | 228.7K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.44% | $29M | 225.6K | Q1 2026 |
| GenWealth Group, Inc.$584M AUM | 4.91% | $29M | 202.8K | Q4 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.43% | $28M | 220.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.23% | $27M | 209.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.31% | $26M | 200.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $25M | 197.4K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 3.05% | $25M | 193.8K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.04% | $25M | 193.8K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.08% | $25M | 193.2K | Q1 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 4.85% | $25M | 180.7K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.12% | $25M | 192.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.12% | $24M | 190.8K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 3.06% | $24M | 184.1K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $23M | 177.5K | Q1 2026 |
| SVB WEALTH LLC$1.5B AUM | 1.50% | $23M | 177.3K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 1.22% | $23M | 176.1K | Q1 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 1.65% | $22M | 175.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.17% | $22M | 173.7K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $22M | 173.5K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.08% | $22M | 172.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $21M | 162.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.12% | $21M | 162.3K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.25% | $20M | 159.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.25% | $20M | 157.3K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.22% | $20M | 156.9K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.22% | $19M | 136.0K | Q3 2025OLDER |
| Falcon Wealth Planning$1.5B AUM | 1.28% | $19M | 146.3K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 6.74% | $18M | 129.3K | Q3 2025OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 3.66% | $18M | 143.3K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 2.48% | $18M | 139.7K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.43% | $18M | 125.4K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.07% | $18M | 139.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.03% | $18M | 139.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.14% | $18M | 138.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $17M | 135.3K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $17M | 135.1K | Q1 2026 |
| LBJ Family Wealth Advisors, Ltd.$171M AUM | 9.53% | $16M | 131.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $16M | 123.9K | Q1 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 2.70% | $16M | 123.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $16M | 121.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $15M | 120.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.08% | $15M | 119.4K | Q1 2026 |
| StoryOne LLC$177M AUM | 8.58% | $15M | 0 | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.24% | $15M | 117.7K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.36% | $15M | 116.9K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.40% | $15M | 114.6K | Q1 2026 |
| CHURCHILL MANAGEMENT Corp$9.2B AUM | 0.16% | $15M | 105.2K | Q2 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.26% | $14M | 113.1K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.39% | $14M | 111.8K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.18% | $14M | 104.6K | Q1 2026 |
| Strategic Equity Management$266M AUM | 5.17% | $14M | 98.0K | Q3 2025OLDER |
| CW Advisors, LLC$10.3B AUM | 0.14% | $14M | 100.5K | Q2 2025OLDER |
| Future Fund LLC$284M AUM | 4.29% | $14M | 99.0K | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.62% | $13M | 95.5K | Q2 2025OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 4.47% | $13M | 101.7K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.25% | $13M | 101.3K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.54% | $13M | 100.9K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $13M | 100.2K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 1.15% | $13M | 93.7K | Q4 2025OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 5.98% | $13M | 99.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $13M | 98.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $13M | 98.8K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.33% | $13M | 91.9K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 1.12% | $13M | 97.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.07% | $12M | 89.7K | Q2 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.05% | $12M | 86.8K | Q3 2025OLDER |
| LMG Wealth Partners, LLC$549M AUM | 2.25% | $12M | 96.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $12M | 95.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.06% | $12M | 93.6K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.33% | $12M | 93.5K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.06% | $12M | 83.4K | Q3 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.88% | $12M | 92.4K | Q1 2026 |
| First Citizens Asset Management, Inc.$313M AUM | 4.10% | $12M | 90.3K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.19% | $12M | 89.8K | Q1 2026 |
| Systelligence, LLC$514M AUM | 2.16% | $11M | 79.8K | Q3 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.22% | $11M | 83.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.14% | $11M | 83.7K | Q1 2026 |
| WestHill Financial Advisors, Inc.$523M AUM | 2.04% | $11M | 83.4K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.85% | $11M | 82.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $10M | 81.3K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 1.23% | $10M | 80.8K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.46% | $10M | 80.7K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $10M | 79.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.21% | $10M | 79.1K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 3.21% | $10M | 78.9K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.34% | $10M | 78.8K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.34% | $10M | 78.3K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 1.05% | $10M | 78.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $10M | 77.4K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.41% | $10M | 75.7K | Q1 2026 |
| Corundum Group, Inc.$299M AUM | 3.23% | $10M | 75.5K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.18% | $10M | 75.5K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.78% | $9M | 73.9K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $9M | 73.2K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.13% | $9M | 72.7K | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 5.72% | $9M | 72.1K | Q1 2026 |
| Sequent Asset Management, LLC$225M AUM | 4.09% | $9M | 67.2K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.52% | $9M | 65.1K | Q4 2025OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.27% | $9M | 64.0K | Q4 2025OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 4.21% | $9M | 67.4K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.92% | $9M | 67.3K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.27% | $9M | 67.1K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.32% | $9M | 66.5K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.34% | $8M | 66.2K | Q1 2026 |
| CONNING INC.$3.0B AUM | 0.28% | $8M | 65.6K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.62% | $8M | 65.1K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.76% | $8M | 61.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 61.3K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.82% | $8M | 60.7K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 1.85% | $8M | 60.1K | Q1 2026 |
| Retirement Management Systems Inc.$415M AUM | 1.95% | $8M | 55.6K | Q4 2025OLDER |
| Sterling Manor Financial, LLC$160M AUM | 4.71% | $8M | 58.7K | Q1 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.52% | $8M | 58.6K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $7M | 54.7K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.10% | $7M | 57.8K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.30% | $7M | 57.6K | Q1 2026 |
| MONEYWISE, INC.$229M AUM | 3.31% | $7M | 51.3K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.08% | $7M | 56.9K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.17% | $7M | 55.9K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 55.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $7M | 54.4K | Q1 2026 |
| Monument Capital Management$399M AUM | 1.73% | $7M | 50.8K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 53.4K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.57% | $7M | 53.2K | Q1 2026 |
| Mainsail Financial Group, LLC$240M AUM | 2.83% | $7M | 53.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 53.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.18% | $7M | 48.7K | Q2 2025OLDER |
| Powell Investment Advisors, LLC$290M AUM | 2.31% | $7M | 52.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 51.4K | Q1 2026 |
| FORTE CAPITAL LLC /ADV$930M AUM | 0.70% | $7M | 47.3K | Q2 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.08% | $7M | 51.1K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.20% | $6M | 50.5K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.06% | $6M | 49.3K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.08% | $6M | 49.3K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.28% | $6M | 48.5K | Q1 2026 |
| FARMERS TRUST CO$637M AUM | 0.96% | $6M | 47.8K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 1.76% | $6M | 47.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 47.0K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.39% | $6M | 47.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 47.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.03% | $6M | 46.8K | Q1 2026 |
| TICINO WEALTH$288M AUM | 2.08% | $6M | 39.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.09% | $6M | 46.4K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.21% | $6M | 46.3K | Q1 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.09% | $6M | 45.6K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $6M | 45.4K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.10% | $6M | 45.0K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.41% | $6M | 44.5K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.76% | $6M | 44.2K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.27% | $6M | 44.2K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 1.87% | $6M | 45.5K | Q1 2026 |
| rebel Financial LLC$231M AUM | 2.43% | $6M | 43.8K | Q1 2026 |
| Hilltop National Bank$468M AUM | 1.33% | $6M | 43.6K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 1.97% | $6M | 43.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 43.2K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.96% | $6M | 43.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.15% | $6M | 43.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.06% | $5M | 42.6K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.16% | $5M | 42.4K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $5M | 41.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 41.4K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.03% | $5M | 41.1K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.19% | $5M | 40.7K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $5M | 40.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.13% | $5M | 40.0K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.17% | $5M | 39.4K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.15% | $5M | 39.9K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.10% | $5M | 38.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 38.6K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.44% | $5M | 38.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.07% | $5M | 38.5K | Q1 2026 |
| Weinberger Asset Management, Inc$267M AUM | 1.84% | $5M | 38.3K | Q1 2026 |
| Lee Financial Co$709M AUM | 0.68% | $5M | 37.5K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.17% | $5M | 37.3K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.90% | $5M | 37.2K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.06% | $5M | 37.2K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 1.49% | $5M | 37.1K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.01% | $5M | 37.1K | Q1 2026 |
| Saiph Capital, LLC$264M AUM | 1.80% | $5M | 37.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.09% | $5M | 37.0K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.23% | $5M | 36.6K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.21% | $5M | 36.1K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.36% | $5M | 35.6K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.08% | $5M | 35.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $5M | 35.3K | Q1 2026 |
| TradeLink Capital LLC$13M AUM | 15.91% | $4M | 32.4K | Q2 2025OLDER |
| Eukles Asset Management$224M AUM | 2.00% | $4M | 35.1K | Q1 2026 |
| Processus Wealth & Capital Management, LLC$147M AUM | 3.03% | $4M | 34.9K | Q1 2026 |
| Widmann Financial Services, Inc.$168M AUM | 2.62% | $4M | 34.4K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 31.5K | Q2 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.03% | $4M | 34.0K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.31% | $4M | 33.9K | Q1 2026 |
| Beacon Bank & Trust$518M AUM | 0.88% | $4M | 33.5K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $4M | 31.3K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.12% | $4M | 33.4K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 1.57% | $4M | 33.4K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.24% | $4M | 32.9K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 1.27% | $4M | 32.9K | Q1 2026 |
| May Barnhard Investments LLC$206M AUM | 2.04% | $4M | 32.8K | Q1 2026 |
| Arcadia Wealth Management, LLC$276M AUM | 1.52% | $4M | 32.7K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 32.4K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 32.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 32.1K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $4M | 32.1K | Q1 2026 |
| Hofer & Associates. Inc$186M AUM | 2.20% | $4M | 31.9K | Q1 2026 |
| Kelsey Financial, LLC$114M AUM | 3.55% | $4M | 31.7K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.24% | $4M | 28.0K | Q3 2025OLDER |
| LWM ADVISORS INC$134M AUM | 3.45% | $4M | 31.0K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 30.8K | Q1 2026 |
| IMS Capital Management$217M AUM | 1.82% | $4M | 27.7K | Q3 2025OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.49% | $4M | 30.6K | Q1 2026 |
| DF DENT & CO INC$5.2B AUM | 0.06% | $4M | 28.4K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.29% | $4M | 29.9K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 1.09% | $4M | 29.8K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 1.09% | $4M | 29.8K | Q1 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.64% | $4M | 29.2K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $4M | 26.1K | Q3 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.36% | $4M | 28.9K | Q1 2026 |
| Auour Investments LLC$318M AUM | 1.16% | $4M | 28.7K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.05% | $4M | 28.6K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $4M | 28.6K | Q1 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.98% | $4M | 28.2K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $4M | 26.3K | Q4 2025OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.52% | $4M | 26.2K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.20% | $4M | 27.5K | Q1 2026 |
| Consolidated Investment Group LLC$922M AUM | 0.38% | $4M | 27.4K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $3M | 27.3K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.22% | $3M | 28.2K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.42% | $3M | 27.1K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.10% | $3M | 27.0K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.45% | $3M | 26.9K | Q1 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.86% | $3M | 26.8K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.09% | $3M | 26.6K | Q1 2026 |
| Mathes Company, Inc.$274M AUM | 1.25% | $3M | 26.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 26.4K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.09% | $3M | 26.2K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 0.98% | $3M | 26.2K | Q1 2026 |
| Stone Wealth Partners$111M AUM | 3.00% | $3M | 26.0K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $3M | 24.4K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.04% | $3M | 25.6K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $3M | 25.5K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.02% | $3M | 25.3K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.09% | $3M | 25.2K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $3M | 22.6K | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.20% | $3M | 25.1K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.78% | $3M | 22.4K | Q3 2025OLDER |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.19% | $3M | 24.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $3M | 23.0K | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $3M | 24.4K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.93% | $3M | 24.2K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.65% | $3M | 24.0K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.05% | $3M | 23.9K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.07% | $3M | 23.9K | Q1 2026 |
| GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM | 0.06% | $3M | 23.4K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.11% | $3M | 23.1K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 1.19% | $3M | 23.0K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.35% | $3M | 23.0K | Q1 2026 |
| Ballew Advisors, Inc$194M AUM | 1.64% | $3M | 22.2K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.17% | $3M | 22.4K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.04% | $3M | 22.4K | Q1 2026 |
| Ducere Wealth Management LLC$251M AUM | 1.13% | $3M | 22.2K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $3M | 22.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 22.0K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 1.57% | $3M | 21.5K | Q1 2026 |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 1.55% | $3M | 20.4K | Q1 2026 |
| Pointe Capital Management LLC$202M AUM | 1.35% | $3M | 21.3K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.10% | $3M | 21.3K | Q1 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA$367M AUM | 0.74% | $3M | 21.2K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 1.00% | $3M | 21.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 21.1K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.62% | $3M | 20.9K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 20.7K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.05% | $3M | 20.1K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.11% | $3M | 20.0K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 1.05% | $3M | 19.9K | Q1 2026 |
| Broadleaf Partners, LLC$429M AUM | 0.59% | $3M | 19.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $3M | 19.7K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.06% | $2M | 17.4K | Q3 2025OLDER |
| Element Wealth, LLC$242M AUM | 1.01% | $2M | 19.2K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.46% | $2M | 19.0K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $2M | 19.0K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 17.7K | Q1 2026 |
| HMS Capital Management, LLC$259M AUM | 0.93% | $2M | 18.8K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.05% | $2M | 18.8K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 1.31% | $2M | 17.6K | Q4 2025OLDER |
| Naviter Wealth, LLC$801M AUM | 0.30% | $2M | 18.8K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.11% | $2M | 17.4K | Q4 2025OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 1.43% | $2M | 18.4K | Q1 2026 |
| Wealth Management Nebraska$987M AUM | 0.24% | $2M | 18.3K | Q1 2026 |
| Sierra Capital LLC$918M AUM | 0.25% | $2M | 18.1K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 17.9K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.31% | $2M | 16.6K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.13% | $2M | 17.5K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.05% | $2M | 17.4K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 17.4K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 0.39% | $2M | 17.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 17.4K | Q1 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 1.79% | $2M | 17.2K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.43% | $2M | 15.9K | Q2 2025OLDER |
| Allegheny Financial Group$742M AUM | 0.30% | $2M | 17.2K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $2M | 17.0K | Q1 2026 |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.47% | $2M | 16.9K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.14% | $2M | 15.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.05% | $2M | 16.6K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.12% | $2M | 16.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 16.5K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.88% | $2M | 16.5K | Q1 2026 |
| Nvest Financial, LLC$268M AUM | 0.79% | $2M | 16.5K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 16.4K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.06% | $2M | 14.6K | Q3 2025OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.56% | $2M | 15.3K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.12% | $2M | 14.8K | Q2 2025OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.49% | $2M | 16.0K | Q1 2026 |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.07% | $2M | 16.0K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 16.0K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.48% | $2M | 15.9K | Q1 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.14% | $2M | 15.7K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $2M | 15.5K | Q1 2026 |
| Passumpsic Savings Bank$183M AUM | 1.07% | $2M | 14.3K | Q4 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.23% | $2M | 15.2K | Q1 2026 |
| Dentgroup LLC$146M AUM | 1.34% | $2M | 14.2K | Q4 2025OLDER |
| Peloton Wealth Strategists$247M AUM | 0.78% | $2M | 15.0K | Q1 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.19% | $2M | 14.9K | Q1 2026 |
| MWA Asset Management$183M AUM | 1.04% | $2M | 14.8K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.09% | $2M | 14.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 14.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.07% | $2M | 14.8K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.06% | $2M | 14.8K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 14.6K | Q1 2026 |
| Serenity Investment Advisors$214M AUM | 0.87% | $2M | 13.3K | Q1 2026 |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.75% | $2M | 14.4K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 14.4K | Q1 2026 |
| Nadler Financial Group, Inc.$1.0B AUM | 0.18% | $2M | 14.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 14.4K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.43% | $2M | 13.5K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.23% | $2M | 14.4K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.31% | $2M | 14.3K | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.01% | $2M | 14.8K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.18% | $2M | 14.3K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.04% | $2M | 14.2K | Q1 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 1.21% | $2M | 14.1K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.09% | $2M | 14.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 14.1K | Q1 2026 |
| Secure Asset Management, LLC$632M AUM | 0.33% | $2M | 12.8K | Q2 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 13.8K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.03% | $2M | 13.5K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.12% | $2M | 13.5K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 0.40% | $2M | 13.4K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.35% | $2M | 13.4K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.15% | $2M | 13.4K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 12.4K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.04% | $2M | 13.0K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.04% | $2M | 13.0K | Q1 2026 |
| American Wealth Advisors, LLC$96M AUM | 1.73% | $2M | 13.0K | Q1 2026 |
| Thomasville National Bank$1.6B AUM | 0.10% | $2M | 12.1K | Q4 2025OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.11% | $2M | 12.9K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.39% | $2M | 12.9K | Q1 2026 |
| IFC Advisors LLC$699M AUM | 0.24% | $2M | 12.9K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.05% | $2M | 12.9K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.06% | $2M | 13.9K | Q1 2026 |
| Capital Squared Financial LLC$131M AUM | 1.24% | $2M | 12.6K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 12.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 12.4K | Q1 2026 |
| Global Trust Wealth Management LLC$132M AUM | 1.19% | $2M | 12.3K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.55% | $2M | 13.1K | Q3 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.14% | $2M | 12.3K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.08% | $2M | 12.3K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 12.2K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.10% | $2M | 12.2K | Q1 2026 |
| LWM Advisory Services, LLC$94M AUM | 0.91% | $2M | 11.4K | Q4 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.26% | $2M | 12.0K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 12.0K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.41% | $2M | 11.2K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.17% | $2M | 11.9K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.10% | $2M | 11.1K | Q4 2025OLDER |
| WILLNER & HELLER, LLC$160M AUM | 1.13% | $2M | 11.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 11.8K | Q1 2026 |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.19% | $2M | 11.8K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.12% | $2M | 11.7K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.75% | $2M | 11.7K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.05% | $1M | 11.7K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $1M | 10.8K | Q2 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $1M | 11.7K | Q1 2026 |
| Next Capital Management LLC$330M AUM | 0.45% | $1M | 11.6K | Q1 2026 |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.35% | $1M | 11.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 10.8K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 11.5K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.03% | $1M | 11.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 11.4K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.06% | $1M | 11.4K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.24% | $1M | 11.3K | Q1 2026 |
| Friday Financial$373M AUM | 0.50% | $1M | 11.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $1M | 11.2K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.05% | $1M | 11.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.13% | $1M | 11.2K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.02% | $1M | 11.2K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 1.30% | $1M | 11.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 11.1K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $1M | 10.9K | Q1 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.07% | $1M | 11.0K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.22% | $1M | 14.3K | Q3 2025OLDER |
| Cadence Bank$1.7B AUM | 0.08% | $1M | 10.3K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.03% | $1M | 10.9K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 0.11% | $1M | 10.8K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.91% | $1M | 10.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 10.7K | Q1 2026 |
| Dynamic Financial Group$122M AUM | 1.12% | $1M | 10.7K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 10.7K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.47% | $1M | 10.7K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 10.6K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 9.5K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.02% | $1M | 10.3K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.18% | $1M | 10.4K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.06% | $1M | 9.7K | Q1 2026 |
| Vertrix Wealth Management, LLC$297M AUM | 0.49% | $1M | 10.3K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.29% | $1M | 10.3K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.75% | $1M | 10.2K | Q1 2026 |
| Stegner Investment Associates Inc.$183M AUM | 0.72% | $1M | 10.2K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.08% | $1M | 10.2K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 10.2K | Q1 2026 |
| Asempa Wealth Advisors$115M AUM | 1.13% | $1M | 10.1K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.03% | $1M | 9.4K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.15% | $1M | 10.1K | Q1 2026 |
| Strata Wealth Advisors, LLC$365M AUM | 0.34% | $1M | 9.0K | Q3 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.26% | $1M | 10.0K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.14% | $1M | 9.4K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 10.0K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 9.9K | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 0.96% | $1M | 3.4K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $1M | 9.8K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 9.8K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.05% | $1M | 9.8K | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 1.23% | $1M | 9.7K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.01% | $1M | 9.7K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.04% | $1M | 9.6K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.02% | $1M | 9.5K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.07% | $1M | 8.9K | Q4 2025OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.02% | $1M | 9.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.