IYCISHARES TR
CUSIP 464287580 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IYC) has 252 institutional holders in Filings Flow’s 13F database, together reporting 7.44M shares worth $617M as of Q1 2026. The largest reported holders are Harel Insurance Investments & Financial Services Ltd., Morgan Stanley, and Pgim Custom Harvest LLC.
Institutional Holders
252
Q1 2026
Reported Value
$617M
Ticker
IYC
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gimbal Financial$167M AUM | 9.98% | $17M | 158.5K | Q3 2025OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 5.38% | $14M | 137.3K | Q2 2025OLDER |
| Summit Financial Consulting LLC$140M AUM | 5.22% | $6M | 58.3K | Q2 2025OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 4.71% | $7M | 10.7K | Q1 2026 |
| PINKERTON WEALTH, LLC$1.1B AUM | 4.09% | $34M | 344.1K | Q2 2025OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 3.73% | $21M | 199.4K | Q4 2025OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 2.72% | $3M | 32.4K | Q4 2025OLDER |
| First Citizens Financial Corp$239M AUM | 2.28% | $5M | 49.7K | Q1 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 2.09% | $3M | 30.6K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 1.64% | $5M | 49.8K | Q2 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 1.51% | $19M | 184.6K | Q3 2025OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.48% | $2M | 14.6K | Q4 2025OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 1.45% | $93M | 957.8K | Q1 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 1.41% | $3M | 31.2K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 1.32% | $4M | 40.8K | Q4 2025OLDER |
| Well Done, LLC$681M AUM | 1.10% | $7M | 71.1K | Q4 2025OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.89% | $1M | 11.2K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 0.87% | $9M | 83.2K | Q3 2025OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.83% | $3M | 30.1K | Q4 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.80% | $2M | 22.4K | Q3 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.71% | $2M | 19.9K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.70% | $2M | 16.8K | Q3 2025OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.66% | $1M | 13.0K | Q2 2025OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.63% | $1M | 14.3K | Q1 2026 |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.63% | $856,535 | 8.3K | Q4 2025OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.61% | $4M | 35.9K | Q2 2025OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.58% | $732,231 | 7.6K | Q1 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.58% | $2M | 16.4K | Q4 2025OLDER |
| Balboa Wealth Partners$596M AUM | 0.53% | $3M | 26.6K | Q2 2025OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.51% | $8M | 72.3K | Q3 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.42% | $1M | 10.4K | Q1 2026 |
| Yeomans Consulting Group, Inc.$341M AUM | 0.42% | $1M | 11.6K | Q3 2025OLDER |
| Tudor Financial Inc.$196M AUM | 0.35% | $691,977 | 6.7K | Q4 2025OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.34% | $1M | 11.0K | Q1 2026 |
| Capital Developers, LLC$111M AUM | 0.30% | $333,017 | 3.4K | Q1 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.26% | $1M | 11.8K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.26% | $1M | 11.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.26% | $4M | 45.9K | Q1 2026 |
| Stillwater Capital Advisors, LLC$876M AUM | 0.24% | $2M | 21.9K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.24% | $639,285 | 6.6K | Q1 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.22% | $1M | 10.5K | Q1 2026 |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.21% | $2M | 20.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.20% | $12M | 118.7K | Q4 2025OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.20% | $385,978 | 4.0K | Q1 2026 |
| KKM Financial LLC$563M AUM | 0.19% | $1M | 10.5K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.17% | $745,606 | 7.7K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.17% | $635,315 | 6.1K | Q3 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.16% | $344,130 | 3.3K | Q1 2026 |
| Greenfield Savings Bank$264M AUM | 0.15% | $340,383 | 3.5K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.14% | $255,908 | 2.4K | Q3 2025OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.14% | $1M | 9.9K | Q3 2025OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.13% | $356,636 | 3.7K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 0.12% | $316,800 | 3.3K | Q1 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.12% | $469,093 | 4.8K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.11% | $280,680 | 2.9K | Q1 2026 |
| Symphony Financial Services, Inc.$195M AUM | 0.11% | $220,146 | 2.3K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.11% | $1M | 9.8K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.11% | $396,112 | 4.1K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.11% | $2M | 18.7K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.10% | $221,998 | 2.2K | Q2 2025OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.10% | $213,788 | 2.1K | Q4 2025OLDER |
| Latitude Advisors, LLC$218M AUM | 0.10% | $218,748 | 2.3K | Q1 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.10% | $205,520 | 2.1K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.09% | $541,201 | 5.6K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 0.09% | $289,887 | 3.0K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.09% | $342,265 | 3.5K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.09% | $200,073 | 1.9K | Q4 2025OLDER |
| Balance Wealth, LLC$322M AUM | 0.09% | $282,037 | 2.9K | Q1 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.09% | $731,843 | 7.6K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.08% | $533,060 | 5.5K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.08% | $2M | 23.7K | Q3 2025OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.08% | $515,298 | 20.2K | Q4 2025OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.08% | $343,744 | 3.3K | Q3 2025OLDER |
| Argentarii, LLC$286M AUM | 0.08% | $232,608 | 2.4K | Q1 2026 |
| Essential Planning, LLC.$315M AUM | 0.08% | $226,406 | 2.2K | Q3 2025OLDER |
| Hudson Capital Management LLC$387M AUM | 0.08% | $265,541 | 2.7K | Q2 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.07% | $1M | 13.9K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.07% | $5M | 55.8K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 0.07% | $244,604 | 2.5K | Q1 2026 |
| DOLIVER ADVISORS, LP$440M AUM | 0.07% | $316,831 | 3.3K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.07% | $823,193 | 8.5K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.07% | $729,514 | 7.5K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.07% | $1M | 10.5K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.07% | $490,803 | 5.1K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.06% | $969,200 | 10.0K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.06% | $1M | 10.4K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $274,344 | 2.8K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.06% | $4M | 43.3K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.06% | $261,684 | 2.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 17.1K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.06% | $199,660 | 1.9K | Q4 2025OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.06% | $262,210 | 2.6K | Q2 2025OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.05% | $277,597 | 2.8K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.05% | $62M | 605.1K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.05% | $2M | 18.3K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.04% | $2M | 21.4K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.04% | $6M | 58.9K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.04% | $102,337 | 992 | Q4 2025OLDER |
| Reflection Asset Management$141M AUM | 0.04% | $55,827 | 537 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.04% | $2M | 17.2K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.04% | $486,044 | 4.9K | Q2 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.04% | $112,427 | 1.2K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.03% | $224,998 | 2.3K | Q1 2026 |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.03% | $555,440 | 5.3K | Q3 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $248,192 | 2.6K | Q1 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 0.03% | $208,997 | 2.0K | Q3 2025OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.03% | $216,617 | 2.2K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 14.8K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.03% | $230,140 | 2.2K | Q3 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.03% | $470,485 | 4.9K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $5M | 47.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 56.3K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $435,912 | 4.5K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.03% | $80,347 | 829 | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.03% | $599,741 | 6.2K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $417,916 | 4.3K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.02% | $232,608 | 2.4K | Q1 2026 |
| Davis Capital Management$169M AUM | 0.02% | $33,728 | 348 | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $875,963 | 9.0K | Q1 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 0.02% | $212,035 | 2.1K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $202,469 | 1.9K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $15M | 143.7K | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.02% | $102,493 | 978 | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $484,115 | 5.0K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.02% | $73,659 | 760 | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.02% | $96,920 | 1.0K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $406,496 | 4.2K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $34,000 | 350 | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.02% | $519,200 | 5.4K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $445,462 | 4.6K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $292,182 | 2.8K | Q3 2025OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.02% | $214,454 | 2.2K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $325,218 | 3.3K | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $435,278 | 4.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 53.6K | Q1 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.01% | $38,768 | 400 | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.01% | $54,276 | 560 | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $387,680 | 4.0K | Q1 2026 |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.01% | $19,384 | 200 | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $878,221 | 9.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $4M | 34.1K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $614,451 | 6.3K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $922,309 | 9.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $791,619 | 7.6K | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $539,194 | 5.5K | Q1 2026 |
| Sageworth Trust Co$2.3B AUM | 0.01% | $253,833 | 2.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $230,496 | 2.2K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $219,048 | 2.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $430,325 | 4.4K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $206,260 | 2.0K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $53,672 | 554 | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.01% | $241,126 | 2.3K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $403,480 | 3.9K | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $48,328 | 499 | Q1 2026 |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $29,076 | 300 | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.01% | $38,768 | 400 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $50,980 | 526 | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $262,266 | 2.7K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $385,257 | 4.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $705,675 | 7.3K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $216,705 | 2.2K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $329,334 | 3.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 53.5K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 0.01% | $607,010 | 6.3K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.01% | $811,220 | 8.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $49M | 507.6K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $340,674 | 3.5K | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $22,482 | 218 | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $311,254 | 3.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $731,857 | 7.5K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $127,916 | 1.2K | Q4 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.01% | $25,200 | 260 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $139,522 | 1.4K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $475,780 | 4.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $999,845 | 9.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $21M | 212.1K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 11.4K | Q1 2026 |
| Pflug Koory, LLC$218M AUM | 0.01% | $13,181 | 136 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $99M | 961.1K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.01% | $375,080 | 3.9K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $478,010 | 4.9K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $6,784 | 70 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $433,693 | 4.5K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $204,052 | 2.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $75M | 776.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $504,405 | 5.2K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $8,537 | 88 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 10.3K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $74,047 | 764 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $28M | 293.6K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $463,830 | 4.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $690,946 | 6.6K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 10.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $19M | 194.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $281,017 | 2.7K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $106,225 | 1.1K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $64,077 | 661 | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $395,688 | 3.8K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $10M | 100.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 42.9K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $121,846 | 1.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $205,955 | 2.1K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $258,873 | 2.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 30.7K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $674,563 | 7.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $329,334 | 3.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $39,640 | 409 | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $282,813 | 2.9K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $67,352 | 695 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $732,450 | 7.6K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $205,550 | 2.1K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $18,340 | 175 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 193.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $49,409 | 471 | Q3 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $257,807 | 2.7K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $242,610 | 2.3K | Q3 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $18,415 | 190 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $777,084 | 7.5K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $160,888 | 1.7K | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 0.00% | $3,876 | 40 | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $209,832 | 2.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $534,514 | 5.5K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 0.00% | $13,084 | 135 | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $206,246 | 2.1K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $512,222 | 5.3K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $15,023 | 155 | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $228,068 | 2.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 15.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $437,923 | 4.5K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $83,739 | 864 | Q1 2026 |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $767,994 | 7.9K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $22,637 | 216 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 34.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 17.9K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $581,520 | 6.0K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $24,715 | 255 | Q1 2026 |
| West Branch Capital LLC$430M AUM | 0.00% | $7,013 | 68 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $660,045 | 6.8K | Q1 2026 |
| Cooksen Wealth, LLC$138M AUM | 0.00% | $2,092 | 21 | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $58,637 | 605 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 12.6K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $412,879 | 4.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $276,331 | 2.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 60.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 15.0K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $13,862 | 143 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 34.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $347,361 | 3.6K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $19,384 | 200 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $812,607 | 8.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $352,492 | 3.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $965,030 | 10.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 15.3K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $126,000 | 1.2K | Q3 2025OLDER |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $6,776 | 68 | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 118.4K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $28,204 | 291 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $83,944 | 866 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $30,939 | 300 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 12.5K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $6,784 | 70 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $701,507 | 7.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $847,509 | 8.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $331,034 | 3.4K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 10.8K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 27.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $226,902 | 2.3K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $6,591 | 68 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $385,476 | 4.0K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $439,334 | 4.3K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $351,853 | 3.6K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $7,851 | 81 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 42.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 12.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $264,923 | 2.7K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $14,538 | 150 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 18.0K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $323,616 | 3.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $419,954 | 4.3K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $32,953 | 340 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 41.2K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $304,251 | 3.1K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $9,208 | 95 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $63,483 | 655 | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $631,774 | 6.1K | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $5,040 | 52 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $330,016 | 3.2K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $244,432 | 2.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 26.0K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $79,862 | 824 | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $414,630 | 4.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 10.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $243,362 | 2.5K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $9,692 | 100 | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $464,123 | 4.7K | Q2 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $2,714 | 28 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 27.7K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $25,781 | 266 | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $3,587 | 36 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $174,747 | 1.8K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,567 | 59 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 31.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $323,131 | 3.3K | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $485 | 5 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $33,432 | 319 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $95,705 | 928 | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $203,247 | 2.1K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $2M | 24.1K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $635,817 | 6.6K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $128,322 | 1.3K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $96,557 | 996 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $4,846 | 50 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 32.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $244,820 | 2.5K | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.00% | $100 | 1 | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $64,138 | 612 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $15,895 | 164 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.