IWRISHARES TR
CUSIP 464287499 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWR) has 1,508 institutional holders in Filings Flow’s 13F database, together reporting 419.35M shares worth $40.0B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Bank Of America Corp /De/, and Wells Fargo & Company/Mn.
Institutional Holders
1,508
Q1 2026
Reported Value
$40.0B
Ticker
IWR
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| International City Management Association Retirement Corp$195M AUM | 34.97% | $68M | 702.1K | Q1 2026 |
| Stegner Investment Associates Inc.$183M AUM | 22.39% | $41M | 420.4K | Q1 2026 |
| Fox Financial, Inc$123M AUM | 12.53% | $15M | 158.0K | Q1 2026 |
| Citizens Business Bank$610M AUM | 10.36% | $63M | 650.5K | Q1 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 8.84% | $11M | 110.8K | Q1 2026 |
| Krane Financial Solutions LLC$147M AUM | 8.77% | $13M | 132.7K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 8.20% | $378M | 3.89M | Q1 2026 |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 8.04% | $93M | 961.5K | Q1 2026 |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 7.43% | $27M | 281.8K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 7.09% | $12M | 127.7K | Q1 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 6.43% | $14M | 148.1K | Q1 2026 |
| GGM Financial LLC$217M AUM | 6.38% | $14M | 142.6K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 6.26% | $118M | 1.22M | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 6.01% | $16M | 167.7K | Q1 2026 |
| Sincerus Advisory, LLC$147M AUM | 5.88% | $8M | 79.9K | Q1 2026 |
| Campion Asset Management$147M AUM | 5.68% | $8M | 86.1K | Q1 2026 |
| PFW Advisors LLC$318M AUM | 5.55% | $18M | 181.4K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 5.38% | $83M | 857.4K | Q1 2026 |
| WEST BANCORPORATION INC$200M AUM | 5.15% | $10M | 106.1K | Q1 2026 |
| First Western Trust Bank$2.0B AUM | 5.11% | $101M | 1.04M | Q1 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 5.06% | $9M | 95.7K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 5.03% | $44M | 450.2K | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 4.71% | $95M | 979.5K | Q1 2026 |
| Members Advisory Group LLC$292M AUM | 4.56% | $13M | 133.5K | Q3 2025OLDER |
| TABR Capital Management, LLC$109M AUM | 4.39% | $6M | 66.4K | Q3 2025OLDER |
| Performa Ltd (US), LLC$442M AUM | 4.38% | $19M | 198.9K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 4.33% | $34M | 345.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 4.26% | $8.9B | 92.96M | Q1 2026 |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 4.07% | $9M | 95.8K | Q1 2026 |
| Bucket List Wealth Management, LLC$166M AUM | 4.02% | $7M | 68.7K | Q1 2026 |
| Three Bridge Wealth Advisors, LLC$364M AUM | 3.94% | $14M | 147.4K | Q1 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 3.84% | $7M | 67.1K | Q1 2026 |
| Consolidated Investment Group LLC$922M AUM | 3.82% | $35M | 362.1K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 3.77% | $36M | 369.2K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 3.68% | $21M | 214.3K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 3.62% | $8M | 86.2K | Q1 2026 |
| Baron Financial Group, LLC$210M AUM | 3.57% | $7M | 68.0K | Q1 2026 |
| Moser Wealth Advisors, LLC$208M AUM | 3.56% | $7M | 80.7K | Q2 2025OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 3.52% | $7M | 67.9K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 3.27% | $33M | 339.5K | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 3.22% | $9M | 91.6K | Q1 2026 |
| AMES NATIONAL CORP$167M AUM | 3.17% | $5M | 54.3K | Q1 2026 |
| STEPH & CO$351M AUM | 3.10% | $11M | 111.8K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 3.08% | $7M | 72.2K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 3.02% | $19M | 194.5K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 3.00% | $89M | 911.7K | Q1 2026 |
| Bricktown Capital, LLC$508M AUM | 2.91% | $15M | 152.3K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 2.83% | $41M | 426.8K | Q3 2025OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 2.80% | $16M | 169.4K | Q1 2026 |
| Northwest Wealth Advisors, LLC$140M AUM | 2.70% | $4M | 38.9K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 2.68% | $9M | 91.7K | Q1 2026 |
| Paragon Private Wealth Management, LLC$320M AUM | 2.64% | $8M | 86.8K | Q1 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 2.60% | $14M | 147.0K | Q1 2026 |
| Smith Thornton Advisors LLC$199M AUM | 2.57% | $5M | 52.6K | Q1 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 2.56% | $3M | 32.8K | Q1 2026 |
| Carl P. Sherr & Co., LLC$213M AUM | 2.55% | $5M | 55.8K | Q1 2026 |
| Orin Green Financial, LLC$244M AUM | 2.47% | $6M | 61.9K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 2.45% | $89M | 916.4K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 2.43% | $21M | 212.1K | Q1 2026 |
| St. Johns Investment Management Company, LLC$238M AUM | 2.36% | $6M | 57.7K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 2.34% | $17M | 174.2K | Q1 2026 |
| Daner Wealth Management, LLC$170M AUM | 2.31% | $4M | 37.5K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 2.29% | $283M | 2.91M | Q1 2026 |
| Westshore Wealth, LLC$285M AUM | 2.23% | $6M | 65.3K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 2.18% | $26M | 268.9K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 2.17% | $54M | 553.8K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 2.16% | $27M | 272.7K | Q1 2026 |
| CULBERTSON A N & CO INC$771M AUM | 2.08% | $16M | 164.7K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 2.07% | $7M | 69.2K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 2.06% | $131M | 1.35M | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 1.98% | $8M | 86.9K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.95% | $32M | 329.5K | Q1 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 1.93% | $19M | 191.7K | Q1 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 1.87% | $8M | 77.3K | Q1 2026 |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 1.87% | $5M | 49.1K | Q3 2025OLDER |
| XML Financial, LLC$1.2B AUM | 1.86% | $23M | 237.6K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 1.86% | $4M | 44.4K | Q1 2026 |
| Paller Financial Services Inc$134M AUM | 1.85% | $2M | 23.0K | Q1 2026 |
| Miller Investment Management, LP$1.0B AUM | 1.82% | $18M | 188.3K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 1.77% | $109M | 1.13M | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 1.75% | $5M | 50.3K | Q1 2026 |
| Canopy Partners, LLC$291M AUM | 1.72% | $5M | 51.6K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.67% | $54M | 553.6K | Q1 2026 |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 1.64% | $3M | 28.2K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 1.62% | $11M | 108.0K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 1.62% | $84M | 866.6K | Q1 2026 |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.61% | $75M | 768.5K | Q1 2026 |
| GRANVILLE CAPITAL, INC.$191M AUM | 1.61% | $3M | 31.6K | Q1 2026 |
| BG Investment Services, LLC$120M AUM | 1.60% | $2M | 19.8K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 1.59% | $3M | 34.8K | Q1 2026 |
| Lee-Kelleher Wealth Management$168M AUM | 1.53% | $3M | 26.4K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 1.53% | $4M | 39.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 1.52% | $1.3B | 12.92M | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 1.50% | $5M | 48.6K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 1.46% | $2M | 15.9K | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 1.46% | $14M | 140.6K | Q1 2026 |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.46% | $2M | 22.3K | Q1 2026 |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 1.45% | $2M | 21.2K | Q1 2026 |
| Finley Financial, LLC$248M AUM | 1.43% | $3M | 31.5K | Q1 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 1.40% | $10M | 104.6K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 1.40% | $24M | 242.6K | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 1.39% | $75M | 768.5K | Q1 2026 |
| WOODSTOCK CORP$1.1B AUM | 1.38% | $16M | 159.9K | Q1 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 1.38% | $3M | 26.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 1.36% | $872M | 8.97M | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 1.35% | $31M | 317.3K | Q1 2026 |
| LAVELLE CAPITAL LP$158M AUM | 1.35% | $2M | 22.2K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 1.34% | $25M | 260.0K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 1.34% | $67M | 689.7K | Q1 2026 |
| Brick & Kyle, Associates$303M AUM | 1.33% | $4M | 38.9K | Q4 2025OLDER |
| May Barnhard Investments LLC$206M AUM | 1.32% | $3M | 28.0K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 1.32% | $16M | 163.2K | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 1.31% | $94M | 964.9K | Q1 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.29% | $1M | 14.8K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 1.27% | $4M | 37.0K | Q1 2026 |
| Climber Capital SA$153M AUM | 1.27% | $2M | 21.2K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 1.27% | $4M | 40.7K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 1.26% | $13M | 136.6K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 1.24% | $108M | 1.12M | Q3 2025OLDER |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 1.22% | $1M | 16.1K | Q2 2025OLDER |
| LPWM LLC$396M AUM | 1.21% | $5M | 49.5K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 1.19% | $17M | 172.1K | Q1 2026 |
| Atala Financial Inc$149M AUM | 1.19% | $2M | 18.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 1.19% | $6M | 60.0K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 1.18% | $15M | 151.8K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 1.15% | $5M | 55.0K | Q1 2026 |
| PEOPLES BANK /OH$163M AUM | 1.14% | $2M | 19.1K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.14% | $3M | 32.3K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 1.14% | $9M | 94.4K | Q4 2025OLDER |
| BankPlus Wealth Management LLC$194M AUM | 1.13% | $2M | 22.4K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 1.11% | $69M | 707.8K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 1.10% | $9M | 89.3K | Q1 2026 |
| Sunburst Financial Group, LLC$617M AUM | 1.10% | $6M | 61.3K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 1.09% | $7M | 71.1K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 1.08% | $11M | 113.0K | Q1 2026 |
| Roan Capital Partners$121M AUM | 1.06% | $1M | 11.8K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.05% | $273M | 2.81M | Q1 2026 |
| Newport Capital Group, LLC$164M AUM | 1.05% | $2M | 17.7K | Q1 2026 |
| DOVER ADVISORS, LLC$242M AUM | 1.04% | $3M | 26.0K | Q1 2026 |
| Ehrenkranz Partners L.P.$126M AUM | 1.04% | $1M | 13.5K | Q1 2026 |
| Guardian Wealth Advisors, LLC$174M AUM | 1.02% | $2M | 18.3K | Q1 2026 |
| St. Clair Advisors, LLC$389M AUM | 1.02% | $4M | 39.5K | Q1 2026 |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.01% | $1M | 10.5K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 1.00% | $4M | 37.1K | Q4 2025OLDER |
| FCA CORP /TX$354M AUM | 0.99% | $3M | 35.9K | Q1 2026 |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.96% | $5M | 49.7K | Q1 2026 |
| Meridian Financial Partners LLC$263M AUM | 0.96% | $3M | 25.6K | Q1 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 0.96% | $13M | 133.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.95% | $40M | 410.6K | Q1 2026 |
| Tolleson Wealth Management, Inc.$693M AUM | 0.95% | $7M | 68.4K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.94% | $10M | 98.4K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.93% | $122M | 1.25M | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.93% | $11M | 114.3K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.93% | $16M | 164.5K | Q1 2026 |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.91% | $6M | 62.6K | Q1 2026 |
| FIRST UNITED BANK & TRUST$308M AUM | 0.91% | $3M | 28.7K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.90% | $12M | 125.2K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.89% | $9M | 93.3K | Q1 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.89% | $2M | 19.5K | Q1 2026 |
| Vigilare Wealth Management$326M AUM | 0.88% | $3M | 26.8K | Q1 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.86% | $2M | 18.4K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.86% | $31M | 315.6K | Q1 2026 |
| IFC Advisors LLC$699M AUM | 0.85% | $6M | 61.2K | Q1 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM | 0.84% | $9M | 97.1K | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 0.83% | $1M | 5.1K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.83% | $8M | 77.6K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.83% | $74M | 758.7K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.83% | $7M | 68.0K | Q1 2026 |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.82% | $1M | 11.5K | Q1 2026 |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 0.81% | $1M | 13.8K | Q1 2026 |
| Legacy Trust$522M AUM | 0.80% | $4M | 43.0K | Q1 2026 |
| CHAPIN DAVIS, INC.$569M AUM | 0.80% | $4M | 36.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.80% | $107M | 1.10M | Q1 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.80% | $3M | 30.4K | Q1 2026 |
| Nvest Financial, LLC$268M AUM | 0.79% | $2M | 21.9K | Q1 2026 |
| Cedrus Wealth Group LLC$108M AUM | 0.79% | $861,424 | 8.9K | Q1 2026 |
| HT Partners LLC$361M AUM | 0.79% | $3M | 27.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.79% | $4.2B | 42.83M | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.78% | $2M | 23.3K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.78% | $3M | 30.6K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.77% | $22M | 221.9K | Q1 2026 |
| Pacific Park Financial, Inc.$153M AUM | 0.77% | $1M | 12.2K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.77% | $9M | 90.8K | Q1 2026 |
| NVWM, LLC$449M AUM | 0.77% | $3M | 35.4K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.76% | $9M | 89.1K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.76% | $901,264 | 9.3K | Q1 2026 |
| LCNB CORP$297M AUM | 0.75% | $2M | 22.9K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.74% | $2M | 24.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.74% | $185M | 1.90M | Q1 2026 |
| Center for Wealth Management Advisory$139M AUM | 0.73% | $1M | 10.4K | Q1 2026 |
| MONEYWISE, INC.$229M AUM | 0.72% | $2M | 17.0K | Q1 2026 |
| Sunbeam Capital Management, LLC$175M AUM | 0.72% | $1M | 13.0K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.71% | $21M | 216.9K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 0.71% | $2M | 18.7K | Q4 2025OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.70% | $1M | 11.2K | Q1 2026 |
| Legacy Bridge, LLC$262M AUM | 0.70% | $2M | 18.9K | Q1 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 0.70% | $1M | 11.8K | Q1 2026 |
| Richard P Slaughter Associates Inc$463M AUM | 0.70% | $3M | 33.1K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.70% | $144M | 1.48M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.69% | $1.2B | 12.33M | Q1 2026 |
| North Berkeley Wealth Management, LLC$189M AUM | 0.69% | $1M | 13.4K | Q1 2026 |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.69% | $7M | 72.1K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.68% | $75M | 768.7K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.67% | $31M | 320.3K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.67% | $6M | 59.7K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.66% | $6M | 59.5K | Q1 2026 |
| Horan Securities, Inc.$284M AUM | 0.66% | $2M | 20.4K | Q2 2025OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.65% | $7M | 69.8K | Q1 2026 |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.65% | $3M | 30.9K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.64% | $24M | 228.9K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 0.64% | $2M | 17.7K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 0.62% | $4M | 39.6K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 0.62% | $2M | 16.4K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.62% | $6M | 58.8K | Q1 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.60% | $2M | 22.2K | Q1 2026 |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.59% | $1M | 12.9K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.59% | $43M | 441.1K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.59% | $5M | 54.8K | Q1 2026 |
| Leslie Global Wealth, LLC$190M AUM | 0.59% | $1M | 11.4K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.57% | $24M | 246.8K | Q1 2026 |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 0.57% | $1M | 14.8K | Q1 2026 |
| Elgethun Capital Management$605M AUM | 0.57% | $3M | 35.5K | Q1 2026 |
| Plum Street Advisors, LLC$289M AUM | 0.57% | $2M | 16.9K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.57% | $11M | 108.0K | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.56% | $1M | 10.8K | Q1 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 0.56% | $771,188 | 7.9K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.56% | $152M | 1.57M | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.56% | $806,601 | 8.3K | Q1 2026 |
| Innovative Wealth Building LLC$142M AUM | 0.55% | $787,418 | 8.1K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.55% | $3M | 30.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.55% | $406M | 4.18M | Q1 2026 |
| SFAM, LLC$108M AUM | 0.54% | $587,272 | 6.0K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.54% | $2M | 19.2K | Q4 2025OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.54% | $2M | 14.4K | Q1 2026 |
| MBA Advisors LLC$260M AUM | 0.54% | $1M | 14.4K | Q1 2026 |
| LAWOOD & CO$108M AUM | 0.54% | $579,977 | 6.0K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.54% | $1M | 13.2K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.53% | $16M | 162.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.53% | $97M | 1.05M | Q2 2025OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.53% | $2M | 23.3K | Q1 2026 |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 0.53% | $6M | 59.6K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.52% | $17M | 170.4K | Q1 2026 |
| Bolthouse Investments, LLC$111M AUM | 0.52% | $571,479 | 5.9K | Q3 2025OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.52% | $5M | 51.8K | Q1 2026 |
| JSF Financial, LLC$510M AUM | 0.52% | $3M | 27.0K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.51% | $303M | 3.15M | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.51% | $41M | 419.1K | Q1 2026 |
| KKM Financial LLC$563M AUM | 0.51% | $3M | 29.7K | Q1 2026 |
| DAGCO, INC.$461M AUM | 0.51% | $2M | 24.0K | Q1 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.50% | $4M | 36.9K | Q1 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.50% | $6M | 61.0K | Q1 2026 |
| Argentarii, LLC$286M AUM | 0.49% | $1M | 14.5K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 0.49% | $9M | 92.2K | Q3 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.49% | $2M | 19.0K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 0.48% | $917,309 | 10.0K | Q2 2025OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.48% | $2M | 17.4K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.47% | $485,178 | 5.0K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.47% | $4M | 42.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.47% | $6.4B | 65.88M | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.47% | $914,182 | 9.9K | Q2 2025OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.47% | $928,518 | 9.6K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 0.46% | $674,096 | 6.9K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 0.46% | $479,269 | 4.9K | Q1 2026 |
| Jupiter Wealth Management LLC$253M AUM | 0.46% | $1M | 11.0K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.45% | $5M | 51.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.45% | $248M | 2.55M | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.45% | $5M | 51.9K | Q1 2026 |
| AmeriServ Wealth Advisors$157M AUM | 0.45% | $703,847 | 7.2K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.45% | $5M | 51.7K | Q4 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.44% | $2M | 23.3K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.44% | $7M | 69.3K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.44% | $807,365 | 8.3K | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.43% | $950,909 | 9.8K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.43% | $3M | 28.0K | Q1 2026 |
| Greenhouse Wealth Management, LLC$162M AUM | 0.43% | $700,946 | 7.2K | Q1 2026 |
| Farmers National Bank$453M AUM | 0.43% | $2M | 20.2K | Q1 2026 |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.43% | $646,385 | 6.6K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.43% | $10M | 106.1K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.43% | $2M | 16.9K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.43% | $2M | 24.5K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.43% | $12M | 127.8K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 0.43% | $1M | 14.7K | Q1 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.43% | $5M | 46.4K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.43% | $21M | 211.3K | Q1 2026 |
| MRP Capital Investments, LLC$115M AUM | 0.42% | $483,331 | 5.0K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.42% | $669,891 | 6.9K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.41% | $3M | 35.2K | Q1 2026 |
| Excelsior Advisor Network LLC$263M AUM | 0.41% | $1M | 11.2K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.41% | $306M | 3.15M | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.41% | $3M | 33.4K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.41% | $1M | 12.6K | Q1 2026 |
| Northstar Financial Companies, Inc.$126M AUM | 0.40% | $505,933 | 5.3K | Q4 2025OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.40% | $505,933 | 5.3K | Q4 2025OLDER |
| VIAWEALTH, LLC$180M AUM | 0.40% | $714,835 | 7.4K | Q1 2026 |
| Sage Capital Advisors,llc$482M AUM | 0.40% | $2M | 17.6K | Q1 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.39% | $2M | 23.7K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.39% | $12M | 118.5K | Q1 2026 |
| Canandaigua National Trust Co of Florida$125M AUM | 0.39% | $488,678 | 5.0K | Q1 2026 |
| Knuff & Co LLC$332M AUM | 0.39% | $1M | 13.4K | Q2 2025OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.39% | $4M | 42.2K | Q1 2026 |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.39% | $512,817 | 5.3K | Q1 2026 |
| Vann Equity Management LLC$140M AUM | 0.38% | $539,662 | 5.5K | Q1 2026 |
| Ballew Advisors, Inc$194M AUM | 0.38% | $681,536 | 6.7K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.38% | $10M | 108.0K | Q4 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.38% | $3M | 28.5K | Q1 2026 |
| Luminvest Wealth Management LLC$382M AUM | 0.38% | $1M | 15.1K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.38% | $1M | 14.8K | Q1 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.38% | $544,222 | 5.6K | Q1 2026 |
| DBK Financial Counsel, LLC$132M AUM | 0.38% | $491,458 | 5.1K | Q4 2025OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.38% | $1M | 11.5K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.38% | $6M | 56.8K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.37% | $8M | 83.7K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.37% | $5M | 56.3K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.37% | $16M | 168.1K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 0.37% | $1M | 11.1K | Q2 2025OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.37% | $6M | 55.4K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.37% | $5M | 50.2K | Q1 2026 |
| TPG Financial Advisors, LLC$307M AUM | 0.37% | $1M | 11.6K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.37% | $922,632 | 9.6K | Q3 2025OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 0.36% | $518,917 | 5.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.36% | $15M | 158.1K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.36% | $852,184 | 8.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.36% | $10M | 105.6K | Q1 2026 |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.36% | $867,519 | 8.9K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.36% | $6M | 58.7K | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 0.36% | $2M | 17.6K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 0.36% | $870,617 | 9.0K | Q1 2026 |
| First Bancorp, Inc /ME/$201M AUM | 0.36% | $718,141 | 7.4K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.35% | $6M | 65.9K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.35% | $3M | 30.3K | Q1 2026 |
| Compton Wealth Advisory Group, LLC$449M AUM | 0.35% | $2M | 16.0K | Q1 2026 |
| SB Capital Management Inc$273M AUM | 0.35% | $948,660 | 9.9K | Q4 2025OLDER |
| Cassia Capital Partners, LLC$194M AUM | 0.35% | $672,345 | 6.9K | Q1 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 0.34% | $1M | 14.6K | Q1 2026 |
| Evernest Financial Advisors, LLC$481M AUM | 0.34% | $2M | 15.9K | Q1 2026 |
| Fulcrum Capital LLC$461M AUM | 0.34% | $2M | 16.2K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.34% | $2M | 23.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.34% | $4M | 39.1K | Q1 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.34% | $1M | 11.8K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.34% | $27M | 282.5K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.34% | $16M | 165.0K | Q1 2026 |
| Seneca Financial Advisors LLC$341M AUM | 0.34% | $1M | 11.8K | Q1 2026 |
| BLODGETT WEALTH ADVISORS, LLC$126M AUM | 0.34% | $422,951 | 4.3K | Q1 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.33% | $886,349 | 9.1K | Q1 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.33% | $359,362 | 3.7K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.33% | $2M | 17.7K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.33% | $349,736 | 3.6K | Q1 2026 |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.33% | $1M | 14.1K | Q1 2026 |
| New England Professional Planning Group Inc.$239M AUM | 0.33% | $782,849 | 8.1K | Q1 2026 |
| Bill Few Associates, Inc.$470M AUM | 0.33% | $1M | 14.0K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.32% | $610,809 | 6.3K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.32% | $6M | 59.5K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.32% | $6M | 63.5K | Q1 2026 |
| FAIRFIELD, BUSH & CO.$180M AUM | 0.32% | $582,402 | 6.0K | Q1 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.32% | $542,347 | 5.6K | Q1 2026 |
| WestHill Financial Advisors, Inc.$523M AUM | 0.32% | $2M | 17.1K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.32% | $983,189 | 10.1K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.32% | $2M | 21.8K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.32% | $5M | 48.1K | Q1 2026 |
| Synergy Financial Group, LTD$133M AUM | 0.32% | $421,103 | 4.3K | Q1 2026 |
| Commerce Advisors, LLC$119M AUM | 0.32% | $376,280 | 3.9K | Q1 2026 |
| Broadview Financial Management, LLC$146M AUM | 0.31% | $453,124 | 4.7K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.31% | $388,920 | 4.0K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.31% | $3M | 27.9K | Q1 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 0.31% | $340,305 | 3.5K | Q1 2026 |
| Madson Wealth Advisors Inc$120M AUM | 0.31% | $368,194 | 3.8K | Q1 2026 |
| Tranquility Partners, LLC$265M AUM | 0.30% | $803,692 | 8.3K | Q1 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.30% | $7M | 72.1K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.30% | $2M | 18.8K | Q1 2026 |
| Heartland Bank & Trust Co$442M AUM | 0.30% | $1M | 13.7K | Q1 2026 |
| Gilman Hill Asset Management, LLC$731M AUM | 0.30% | $2M | 20.5K | Q1 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.30% | $6M | 56.6K | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.30% | $16M | 160.2K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.30% | $2M | 21.1K | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 0.29% | $2M | 22.4K | Q1 2026 |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.29% | $732,045 | 7.5K | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 0.29% | $779,970 | 8.0K | Q1 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.29% | $8M | 84.5K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.29% | $13M | 129.3K | Q1 2026 |
| POSTROCK PARTNERS LLC$216M AUM | 0.29% | $619,938 | 6.4K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.29% | $3M | 27.2K | Q1 2026 |
| Asset Allocation Strategies LLC$563M AUM | 0.28% | $2M | 16.4K | Q1 2026 |
| William Mack & Associates, Inc.$175M AUM | 0.28% | $495,484 | 5.1K | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.28% | $579,491 | 6.0K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.28% | $8M | 79.3K | Q1 2026 |
| Selective Wealth Management, Inc.$338M AUM | 0.28% | $938,422 | 9.2K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.28% | $11M | 116.1K | Q2 2025OLDER |
| Alley Investment Management Company, LLC$821M AUM | 0.28% | $2M | 23.4K | Q1 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.28% | $20M | 210.1K | Q1 2026 |
| Strategic Advisors LLC$602M AUM | 0.28% | $2M | 17.1K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.28% | $829,664 | 8.5K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 0.28% | $1M | 14.6K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.28% | $6M | 58.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.27% | $54M | 554.3K | Q1 2026 |
| Invera Wealth Advisors, LLC$156M AUM | 0.27% | $427,618 | 4.4K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.27% | $3M | 29.4K | Q1 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 0.27% | $318,720 | 3.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.27% | $89M | 917.3K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.27% | $1M | 14.5K | Q1 2026 |
| Nolet Wealth Management, LLC$176M AUM | 0.27% | $477,400 | 4.9K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.27% | $21M | 201.6K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.27% | $311,914 | 3.2K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.27% | $778,618 | 8.0K | Q1 2026 |
| Goldenstone Wealth Management LLC$137M AUM | 0.26% | $361,143 | 3.7K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 0.26% | $631,995 | 6.5K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.26% | $2M | 23.5K | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 0.26% | $869,399 | 8.9K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.26% | $11M | 111.0K | Q3 2025OLDER |
| ICW Investment Advisors LLC$277M AUM | 0.26% | $707,392 | 7.3K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.26% | $17M | 171.8K | Q1 2026 |
| Antonelli Financial Advisors, LLC$145M AUM | 0.25% | $369,000 | 3.8K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.25% | $3M | 34.9K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.25% | $6M | 58.7K | Q1 2026 |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.25% | $1M | 11.7K | Q4 2025OLDER |
| IFG Advisors, LLC$611M AUM | 0.25% | $2M | 15.9K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.25% | $7M | 68.5K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.25% | $2M | 17.7K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.25% | $4M | 44.0K | Q3 2025OLDER |
| TSG Advice Partners, LLC$667M AUM | 0.25% | $2M | 17.3K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.25% | $3M | 26.9K | Q3 2025OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.25% | $428,273 | 4.4K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.25% | $45M | 462.6K | Q1 2026 |
| Old Peak Finance LLC$171M AUM | 0.25% | $423,145 | 4.4K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.25% | $16M | 162.3K | Q1 2026 |
| BAYBAN$115M AUM | 0.25% | $281,967 | 2.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.24% | $22M | 230.6K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.24% | $3M | 34.1K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.24% | $3M | 34.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.24% | $43M | 439.0K | Q1 2026 |
| UNION SAVINGS BANK$228M AUM | 0.24% | $549,057 | 5.6K | Q1 2026 |
| AAF Wealth Management, LLC$244M AUM | 0.24% | $586,028 | 6.0K | Q1 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.24% | $3M | 31.2K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.24% | $1M | 10.6K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.24% | $21M | 214.4K | Q1 2026 |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC.$540M AUM | 0.24% | $1M | 13.9K | Q2 2025OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.24% | $327,222 | 3.4K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.23% | $13M | 133.2K | Q1 2026 |
| MWA Asset Management$183M AUM | 0.23% | $425,478 | 4.4K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.23% | $5M | 54.2K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.23% | $749,953 | 7.7K | Q1 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.23% | $10M | 103.3K | Q3 2025OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.23% | $1M | 15.1K | Q3 2025OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.23% | $1M | 14.0K | Q1 2026 |
| My Personal CFO, LLC$228M AUM | 0.23% | $525,882 | 5.4K | Q1 2026 |
| Mason & Associates, LLC$437M AUM | 0.23% | $995,149 | 10.2K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.23% | $2M | 24.2K | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 0.23% | $228,588 | 2.4K | Q1 2026 |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.23% | $572,782 | 5.9K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.22% | $343,367 | 3.5K | Q1 2026 |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.22% | $718,575 | 7.4K | Q1 2026 |
| McClarren Financial Advisors, Inc.$169M AUM | 0.22% | $378,192 | 3.9K | Q1 2026 |
| ASL Financial, LLC$125M AUM | 0.22% | $280,022 | 2.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.22% | $207M | 2.13M | Q1 2026 |
| Torrey Growth & Income Advisors$239M AUM | 0.22% | $524,376 | 5.5K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.22% | $3M | 28.8K | Q1 2026 |
| Kendall Capital Management$488M AUM | 0.22% | $1M | 11.0K | Q1 2026 |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.22% | $8M | 80.2K | Q4 2025OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 0.22% | $2M | 16.0K | Q1 2026 |
| M1 Capital Management LLC$217M AUM | 0.22% | $469,400 | 4.8K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.22% | $7M | 75.8K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.22% | $531,265 | 5.5K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.22% | $13M | 132.2K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.21% | $2M | 20.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.21% | $53M | 555.0K | Q4 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.21% | $443,961 | 4.6K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.21% | $845,901 | 8.7K | Q1 2026 |
| PLANWISER FINANCIAL, LLC$138M AUM | 0.21% | $291,032 | 2.8K | Q1 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 0.21% | $694,286 | 6.6K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.21% | $2M | 17.9K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.21% | $71M | 725.5K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.21% | $12M | 124.3K | Q4 2025OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.21% | $1M | 14.7K | Q1 2026 |
| Ducere Wealth Management LLC$259M AUM | 0.21% | $534,714 | 5.6K | Q1 2026 |
| Community Bank of Raymore$149M AUM | 0.21% | $308,705 | 3.2K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.21% | $913,529 | 9.4K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.21% | $502,730 | 5.2K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.20% | $7M | 76.7K | Q1 2026 |
| Objectivity Squared, LLC$159M AUM | 0.20% | $323,394 | 3.3K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.20% | $709,614 | 7.3K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.20% | $18M | 182.2K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.20% | $6M | 63.5K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 0.20% | $267,674 | 2.8K | Q1 2026 |
| Columbia Asset Management$525M AUM | 0.20% | $1M | 10.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.20% | $19M | 192.8K | Q1 2026 |
| Nordwand Advisors, LLC$572M AUM | 0.20% | $1M | 11.8K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.20% | $1M | 10.8K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.20% | $31M | 316.8K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.20% | $216,615 | 2.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.20% | $170M | 1.75M | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.20% | $889,946 | 9.2K | Q1 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.20% | $670,517 | 6.9K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.20% | $696,171 | 7.2K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.19% | $3M | 35.8K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.19% | $1M | 14.5K | Q1 2026 |
| InvesTrust$238M AUM | 0.19% | $461,161 | 4.7K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.19% | $295,757 | 3.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.19% | $1.0B | 10.73M | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 0.19% | $472,298 | 4.9K | Q1 2026 |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.19% | $444,594 | 4.6K | Q1 2026 |
| OPAL CAPITAL LLC$565M AUM | 0.19% | $760,831 | 7.5K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.