IWXISHARES TR
CUSIP 464289420 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWX) has 252 institutional holders in Filings Flow’s 13F database, together reporting 40.05M shares worth $3.7B as of Q1 2026. The largest reported holders are Tiaa-Cref Individual & Institutional Services, LLC, Envestnet Portfolio Solutions, Inc., and First Citizens Bank & Trust Co.
Institutional Holders
252
Q1 2026
Reported Value
$3.7B
Ticker
IWX
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 3.65% | $949M | 10.24M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 3.23% | $583M | 6.30M | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 11.57% | $549M | 5.93M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.07% | $248M | 2.67M | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.55% | $102M | 1.10M | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.27% | $90M | 966.6K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.39% | $62M | 673.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $54M | 579.1K | Q1 2026 |
| First Citizens Asset Management, Inc.$313M AUM | 16.88% | $48M | 513.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 1.11% | $47M | 504.6K | Q1 2026 |
| Richard P Slaughter Associates Inc$463M AUM | 9.79% | $45M | 488.5K | Q1 2026 |
| SVB WEALTH LLC$1.5B AUM | 2.81% | $43M | 459.9K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 2.30% | $38M | 408.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $36M | 383.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $33M | 353.1K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 7.73% | $27M | 291.6K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 7.73% | $27M | 291.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.22% | $26M | 282.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26M | 286.7K | Q1 2026 |
| JSF Financial, LLC$510M AUM | 5.08% | $26M | 279.8K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 3.07% | $25M | 270.0K | Q1 2026 |
| Compton Wealth Advisory Group, LLC$449M AUM | 5.09% | $23M | 245.3K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.09% | $22M | 242.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22M | 242.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $22M | 239.3K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.42% | $22M | 236.5K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 6.32% | $21M | 228.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.15% | $19M | 210.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 199.3K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $18M | 195.3K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 7.27% | $18M | 190.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $17M | 184.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.25% | $17M | 183.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.21% | $17M | 182.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $17M | 182.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.08% | $15M | 163.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $14M | 155.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $14M | 146.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.22% | $14M | 146.3K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 1.77% | $13M | 131.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13M | 135.3K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.34% | $12M | 133.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 119.5K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.57% | $10M | 108.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $10M | 107.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 100.7K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 5.65% | $9M | 92.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $8M | 86.4K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 2.31% | $6M | 67.3K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.21% | $6M | 63.6K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 4.45% | $6M | 62.9K | Q1 2026 |
| GTS FINANCIAL, LLC$126M AUM | 4.52% | $6M | 69.5K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.36% | $5M | 58.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 54.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.23% | $5M | 53.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 53.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 52.5K | Q1 2026 |
| MATTERS CAPITAL LLC$113M AUM | 4.29% | $5M | 52.2K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.37% | $5M | 50.3K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.13% | $4M | 47.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 41.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 41.7K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.11% | $4M | 40.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.06% | $3M | 37.1K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.11% | $3M | 34.2K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $3M | 33.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.19% | $3M | 32.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.03% | $3M | 32.5K | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.56% | $3M | 32.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 31.7K | Q1 2026 |
| GRANVILLE CAPITAL, INC.$191M AUM | 1.49% | $3M | 30.8K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 1.73% | $3M | 29.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 25.9K | Q1 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 0.54% | $2M | 22.4K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 1.79% | $2M | 22.1K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.32% | $2M | 21.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 22.1K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 0.08% | $2M | 21.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 21.1K | Q1 2026 |
| Prime Buchholz LLC$191M AUM | 0.61% | $2M | 22.8K | Q2 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.03% | $2M | 20.4K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 21.0K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 19.7K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.12% | $2M | 19.1K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.54% | $2M | 19.1K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 1.31% | $2M | 18.7K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $2M | 18.4K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.11% | $2M | 18.3K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.10% | $2M | 17.9K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.11% | $2M | 16.8K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.04% | $2M | 17.5K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.05% | $2M | 17.8K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.09% | $2M | 18.2K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 17.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 16.0K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1M | 15.9K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 15.6K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 17.0K | Q2 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.10% | $1M | 15.1K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.05% | $1M | 15.0K | Q1 2026 |
| Arcadia Wealth Management, LLC$276M AUM | 0.47% | $1M | 14.0K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.10% | $1M | 14.0K | Q1 2026 |
| Alpha Zero LLC$198M AUM | 0.65% | $1M | 13.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 13.8K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 13.3K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 13.2K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.08% | $1M | 12.7K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.53% | $1M | 12.6K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.14% | $1M | 12.4K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 12.3K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 12.3K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $1M | 11.9K | Q1 2026 |
| FLP Wealth Management, LLC$49M AUM | 2.25% | $1M | 11.8K | Q1 2026 |
| Centennial Advisors, LLC$79M AUM | 1.38% | $1M | 11.7K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 10.9K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.06% | $981,376 | 10.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $951,159 | 10.3K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.05% | $944,950 | 10.2K | Q1 2026 |
| Tailwinds Wealth, LLC$41M AUM | 1.00% | $925,753 | 10.1K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $883,536 | 10.1K | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.08% | $870,913 | 9.4K | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.36% | $862,611 | 10.2K | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $843,575 | 9.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $840,517 | 9.1K | Q1 2026 |
| SMART Wealth LLC$341M AUM | 0.24% | $830,241 | 9.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $825,062 | 9.8K | Q2 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $820,213 | 8.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $796,707 | 8.6K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.34% | $774,258 | 8.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $773,224 | 8.5K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 0.15% | $764,957 | 8.4K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.09% | $759,267 | 8.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $737,667 | 7.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $709,111 | 7.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $704,848 | 7.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $699,380 | 7.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $678,681 | 7.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $662,923 | 7.2K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.16% | $657,576 | 7.1K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $655,918 | 7.1K | Q1 2026 |
| Index Technologies Group LLC$92M AUM | 0.69% | $636,458 | 6.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $625,059 | 6.7K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.08% | $625,059 | 6.7K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.07% | $604,116 | 6.5K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $575,759 | 6.2K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $564,824 | 6.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $557,461 | 6.6K | Q2 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $551,000 | 6.0K | Q4 2025OLDER |
| Networth Advisors, LLC$141M AUM | 0.38% | $542,027 | 5.8K | Q1 2026 |
| GenWealth Group, Inc.$584M AUM | 0.09% | $540,822 | 5.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $513,606 | 5.8K | Q3 2025OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $509,315 | 5.5K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.33% | $505,485 | 5.5K | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 0.03% | $497,823 | 5.4K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $481,566 | 5.7K | Q2 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $478,733 | 5.2K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.11% | $476,046 | 5.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $471,380 | 5.1K | Q4 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $469,982 | 5.3K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $467,461 | 5.0K | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.26% | $462,516 | 5.0K | Q1 2026 |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.04% | $454,083 | 4.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $445,521 | 4.8K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.03% | $444,816 | 4.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $440,553 | 4.8K | Q1 2026 |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.04% | $439,997 | 4.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $425,448 | 4.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $413,448 | 4.5K | Q4 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $412,556 | 4.5K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.14% | $408,397 | 4.4K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $407,655 | 4.4K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $401,261 | 4.3K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.11% | $401,084 | 4.6K | Q3 2025OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.30% | $398,712 | 4.5K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.04% | $396,942 | 3.9K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $390,511 | 4.2K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.07% | $389,631 | 4.6K | Q2 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.08% | $386,115 | 4.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $376,824 | 4.1K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $370,958 | 4.0K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $352,887 | 3.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $349,181 | 3.8K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $349,181 | 3.8K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 0.16% | $346,678 | 3.7K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $340,655 | 3.7K | Q1 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.10% | $334,168 | 3.6K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $332,129 | 3.6K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $328,039 | 3.5K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $325,882 | 3.5K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $324,716 | 3.5K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.03% | $317,117 | 3.4K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $316,097 | 3.4K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $315,263 | 3.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $314,633 | 3.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $303,680 | 3.3K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.02% | $300,054 | 3.6K | Q2 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $288,001 | 3.1K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $287,740 | 3.1K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $287,184 | 3.1K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $285,980 | 3.1K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $285,636 | 3.1K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.01% | $284,682 | 3.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $283,000 | 3.1K | Q4 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $282,180 | 3.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $280,883 | 3.0K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $279,585 | 3.0K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $271,894 | 2.9K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $261,515 | 2.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $258,087 | 2.8K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $254,286 | 2.7K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.10% | $252,340 | 2.7K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.11% | $250,858 | 2.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $244,785 | 2.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $242,610 | 2.6K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.03% | $238,161 | 2.6K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.03% | $236,818 | 2.6K | Q1 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.01% | $235,382 | 2.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $230,284 | 2.5K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $227,356 | 2.5K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $227,078 | 2.5K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $226,455 | 2.5K | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $224,076 | 2.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $224,047 | 2.4K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $223,798 | 2.4K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.01% | $221,204 | 2.4K | Q1 2026 |
| Alta Wealth Advisors LLC$308M AUM | 0.07% | $220,463 | 2.4K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $219,813 | 2.4K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.05% | $217,959 | 2.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $213,419 | 2.3K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.11% | $209,152 | 2.3K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $207,879 | 2.3K | Q4 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.07% | $205,727 | 2.2K | Q1 2026 |
| Parvin Asset Management, LLC$139M AUM | 0.15% | $203,596 | 2.2K | Q1 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.09% | $203,367 | 2.2K | Q1 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.19% | $203,097 | 2.2K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $201,212 | 2.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $197,016 | 2.1K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $184,691 | 2.0K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.03% | $157,407 | 1.7K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.12% | $154,068 | 1.8K | Q2 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $132,981 | 1.4K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.05% | $131,148 | 1.6K | Q2 2025OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $129,275 | 1.4K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $128,348 | 1.4K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $125,846 | 1.4K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $111,026 | 1.3K | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $108,933 | 1.2K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.04% | $106,338 | 1.2K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $105,248 | 1.1K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $103,435 | 1.2K | Q3 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $102,864 | 1.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $98,495 | 1.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $95,216 | 1.0K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $93,875 | 1.0K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.05% | $93,246 | 1.0K | Q1 2026 |
| Tripletail Wealth Management, LLC$73M AUM | 0.10% | $88,737 | 1.0K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $79,882 | 862 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $71,819 | 775 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.01% | $71,393 | 848 | Q2 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $69,040 | 745 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $61,000 | 660 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $58,568 | 632 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $55,509 | 599 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $54,673 | 587 | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.03% | $47,725 | 515 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $46,335 | 500 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $39,014 | 421 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $32,164 | 366 | Q3 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $27,245 | 294 | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $26,805 | 289 | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $24,743 | 267 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $20,480 | 221 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $19,334 | 220 | Q3 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $18,812 | 203 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $17,237 | 186 | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $15,847 | 171 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $15,319 | 174 | Q3 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $13,252 | 143 | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 0.00% | $12,974 | 140 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $11,666 | 127 | Q4 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $10,141 | 109 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $9,546 | 103 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $9,545 | 103 | Q1 2026 |
| New Millennium Group LLC$231M AUM | 0.00% | $8,727 | 95 | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $8,341 | 90 | Q1 2026 |
| Strategic Advocates LLC$23M AUM | 0.00% | $6,472 | 70 | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $6,471 | 65 | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $6,302 | 68 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $6,209 | 67 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $5,004 | 54 | Q1 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $4,448 | 48 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $4,355 | 47 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $4,000 | 48 | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $3,583 | 39 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,595 | 28 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,409 | 26 | Q1 2026 |
| Creekmur Asset Management LLC$1M AUM | 0.00% | $72 | 1 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| FIRST CITIZENS INVESTOR SERVICES, INC.$0 AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.