IYFISHARES TR
CUSIP 464287788 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IYF) has 467 institutional holders in Filings Flow’s 13F database, together reporting 17.15M shares worth $2.0B as of Q1 2026. The largest reported holders are Dynasty Wealth Management, LLC, Fisher Asset Management, LLC, and Morgan Stanley.
Institutional Holders
467
Q1 2026
Reported Value
$2.0B
Ticker
IYF
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Summit Financial Consulting LLC$140M AUM | 5.51% | $7M | 54.5K | Q3 2025OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 5.02% | $14M | 107.5K | Q3 2025OLDER |
| Valor Advisors LLC$119M AUM | 4.59% | $5M | 42.3K | Q2 2026 |
| PINKERTON WEALTH, LLC$1.1B AUM | 4.08% | $38M | 299.6K | Q3 2025OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 3.10% | $3M | 27.7K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 2.89% | $7M | 54.3K | Q2 2026 |
| HC Advisors, LLC$149M AUM | 2.88% | $4M | 36.5K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 2.35% | $3M | 25.2K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 2.23% | $227M | 1.76M | Q4 2025OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 2.19% | $8M | 68.2K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 1.97% | $5M | 38.4K | Q2 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 1.96% | $126M | 1.07M | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 1.91% | $27M | 212.0K | Q2 2026 |
| SPC Financial, Inc.$1.3B AUM | 1.50% | $19M | 151.7K | Q3 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 1.33% | $141M | 1.20M | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.16% | $2M | 16.3K | Q4 2025OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 1.11% | $9M | 73.4K | Q3 2025OLDER |
| XML Financial, LLC$1.2B AUM | 1.08% | $13M | 113.7K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 1.06% | $2M | 16.4K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 1.01% | $3M | 23.0K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.97% | $2M | 16.6K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.90% | $2M | 16.3K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.90% | $6M | 50.2K | Q4 2025OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.87% | $9M | 69.3K | Q3 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.87% | $1M | 11.3K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.86% | $1M | 9.3K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.83% | $14M | 116.9K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.82% | $2M | 14.9K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.81% | $2M | 18.8K | Q3 2025OLDER |
| KKM Financial LLC$563M AUM | 0.74% | $4M | 32.2K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.72% | $3M | 25.0K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.72% | $954,000 | 7.7K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.72% | $3M | 22.2K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.69% | $1M | 11.5K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 0.67% | $6M | 50.1K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.66% | $2M | 16.6K | Q3 2025OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.65% | $2M | 19.6K | Q3 2025OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.62% | $4M | 33.2K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.60% | $2M | 13.7K | Q4 2025OLDER |
| HFG Advisors, Inc.$142M AUM | 0.58% | $821,387 | 7.0K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.51% | $3M | 22.9K | Q3 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.51% | $4M | 36.0K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.49% | $2M | 13.3K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.48% | $3M | 22.1K | Q3 2025OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.48% | $683,528 | 5.8K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.47% | $788,184 | 6.1K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.45% | $2M | 17.4K | Q4 2025OLDER |
| Brendel Financial Advisors LLC$202M AUM | 0.45% | $913,083 | 7.1K | Q4 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.43% | $1M | 8.7K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 0.42% | $1M | 9.7K | Q3 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.41% | $632,633 | 5.4K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.41% | $2M | 16.2K | Q2 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.40% | $884,803 | 7.5K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.39% | $1M | 10.8K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.38% | $496,714 | 4.2K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.36% | $402,044 | 3.4K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.36% | $732,418 | 6.2K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.35% | $1M | 11.5K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 0.34% | $510,065 | 6.3K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.34% | $750,183 | 6.4K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.34% | $1M | 11.6K | Q2 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.33% | $5M | 35.4K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.32% | $870,793 | 6.8K | Q4 2025OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.32% | $1M | 11.0K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.31% | $404,701 | 3.1K | Q4 2025OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.31% | $1M | 9.2K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.30% | $1M | 10.7K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.30% | $648,834 | 5.5K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.30% | $976,127 | 7.7K | Q2 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.30% | $549,355 | 4.7K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.30% | $869,390 | 7.4K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.30% | $1M | 10.1K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.29% | $955,633 | 8.1K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.29% | $2M | 14.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.28% | $4M | 31.1K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 0.28% | $458,874 | 3.9K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.27% | $566,062 | 4.8K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.27% | $399,423 | 3.4K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.27% | $610,067 | 5.2K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.26% | $2M | 15.0K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.26% | $646,068 | 5.0K | Q4 2025OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.26% | $641,482 | 5.5K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.25% | $964,856 | 8.2K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.23% | $235,320 | 2.0K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.22% | $6M | 54.6K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.22% | $823,254 | 7.0K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.22% | $582,331 | 4.9K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.21% | $474,993 | 4.0K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 0.21% | $287,091 | 2.4K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.20% | $798,441 | 6.8K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.20% | $1M | 11.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.20% | $1M | 9.2K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.19% | $38M | 324.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.19% | $4M | 32.6K | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.19% | $240,144 | 2.0K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.19% | $433,883 | 3.5K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.17% | $345,809 | 2.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.17% | $7M | 56.6K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.17% | $620,094 | 5.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.17% | $278,501 | 2.4K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.17% | $629,873 | 5.0K | Q3 2025OLDER |
| Clarendon Private LLC$130M AUM | 0.16% | $210,611 | 1.8K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.16% | $697,136 | 5.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.16% | $2M | 12.8K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.16% | $2M | 14.5K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.15% | $283,090 | 2.4K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.15% | $371,688 | 3.2K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.15% | $288,855 | 2.5K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.15% | $399,926 | 3.4K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.15% | $235,320 | 2.0K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.14% | $4M | 38.0K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.14% | $331,319 | 2.8K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.14% | $262,520 | 2.2K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.14% | $258,961 | 2.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.13% | $153,311 | 1.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.13% | $3M | 21.2K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.13% | $1M | 11.0K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.13% | $9M | 78.4K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.13% | $255,675 | 2.2K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.13% | $1M | 8.4K | Q4 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.13% | $466,051 | 4.0K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.13% | $1M | 8.6K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.12% | $689,723 | 5.9K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.12% | $2M | 15.7K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.11% | $2M | 16.6K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.11% | $891,938 | 6.9K | Q4 2025OLDER |
| Ironwood Financial, llc$573M AUM | 0.11% | $647,081 | 5.5K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.11% | $403,988 | 3.4K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.11% | $386,903 | 3.0K | Q2 2026 |
| Atlas Brown,Inc.$372M AUM | 0.11% | $414,173 | 3.2K | Q2 2026 |
| Darrow Company, Inc.$222M AUM | 0.11% | $241,673 | 2.1K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.11% | $652,503 | 5.2K | Q3 2025OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.10% | $201,085 | 1.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.10% | $3M | 24.2K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.10% | $207,964 | 1.6K | Q4 2025OLDER |
| GAM Holding AG$1.6B AUM | 0.10% | $2M | 11.7K | Q4 2025OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.09% | $411,802 | 3.2K | Q4 2025OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.09% | $252,969 | 2.1K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.09% | $402,294 | 3.2K | Q2 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.09% | $212,965 | 1.8K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.09% | $396,589 | 3.1K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.09% | $452,383 | 3.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.09% | $23M | 191.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.08% | $331,404 | 2.8K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.08% | $110,749 | 859 | Q4 2025OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.08% | $524,632 | 4.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.08% | $2M | 19.6K | Q3 2025OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.08% | $744,724 | 5.9K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.08% | $366,276 | 3.1K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.08% | $376,512 | 3.2K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.08% | $20M | 168.4K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.08% | $603,596 | 5.1K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.08% | $461,729 | 3.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $679,016 | 5.8K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 0.08% | $218,850 | 1.9K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.08% | $405,248 | 3.2K | Q3 2025OLDER |
| Reflection Asset Management$141M AUM | 0.07% | $105,132 | 791 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.07% | $3M | 26.6K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.07% | $484,995 | 4.1K | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 0.07% | $310,463 | 2.4K | Q4 2025OLDER |
| Payne Capital Management, LLC$331M AUM | 0.07% | $235,320 | 2.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $13M | 110.1K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.07% | $439,544 | 3.7K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.07% | $294,150 | 2.5K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.07% | $202M | 1.72M | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.07% | $522,159 | 4.1K | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.07% | $320,035 | 2.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 24.0K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 0.06% | $150,591 | 1.2K | Q4 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.06% | $441,813 | 3.8K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 18.1K | Q2 2026 |
| DOLIVER ADVISORS, LP$440M AUM | 0.06% | $266,382 | 2.3K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.06% | $227,979 | 1.9K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.06% | $819,193 | 7.0K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.06% | $62,830 | 534 | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.05% | $218,259 | 1.9K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.05% | $309,726 | 2.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.05% | $9M | 74.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $66M | 559.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.05% | $5M | 36.5K | Q3 2025OLDER |
| Sequent Planning LLC$414M AUM | 0.05% | $215,303 | 1.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $84M | 710.6K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.05% | $119,261 | 1.0K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $372,159 | 3.2K | Q1 2026OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.05% | $498,962 | 3.9K | Q3 2025OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.05% | $201,199 | 1.7K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.05% | $488,407 | 4.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.05% | $762,556 | 6.5K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.05% | $370,158 | 3.1K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.05% | $438,519 | 3.7K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 0.05% | $65,300 | 10.0K | Q2 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.05% | $6M | 50.3K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.05% | $1M | 11.9K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.05% | $161,031 | 1.4K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $265,676 | 2.3K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.05% | $1M | 8.8K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.05% | $151,044 | 1.2K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.05% | $510,997 | 4.3K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.04% | $220,024 | 1.9K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.04% | $45,126 | 264 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 10.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 8.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 16.1K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.04% | $570,063 | 4.8K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.04% | $361,451 | 3.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 12.7K | Q4 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.04% | $121,190 | 1.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.03% | $763,521 | 6.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $314,160 | 2.5K | Q2 2026 |
| GDS Wealth Management$1.7B AUM | 0.03% | $574,063 | 4.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $67,890 | 577 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 10.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $23M | 199.5K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.03% | $71,616 | 609 | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.03% | $801,743 | 6.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.03% | $4M | 35.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $97,070 | 825 | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $483,718 | 4.0K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 56.8K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $657,249 | 5.6K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.03% | $937,761 | 8.0K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.03% | $206,160 | 1.6K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 10.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.03% | $75,420 | 641 | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.03% | $47,535 | 404 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.03% | $170,607 | 1.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $468,829 | 4.1K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.03% | $559,356 | 4.8K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.03% | $232,261 | 2.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 34.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 21.6K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.03% | $358,609 | 3.0K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.03% | $596,537 | 5.1K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $285,444 | 2.4K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.03% | $123,308 | 1.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $591,948 | 5.0K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.03% | $257,860 | 2.0K | Q4 2025OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.03% | $617,062 | 5.2K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $349,097 | 3.0K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.03% | $74,949 | 637 | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.03% | $368,562 | 3.1K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.03% | $33,560 | 102 | Q3 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $670,156 | 5.7K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 10.8K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.02% | $324,036 | 2.8K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.02% | $94,128 | 800 | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $657,649 | 5.6K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.02% | $2M | 15.8K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.02% | $232,967 | 2.0K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.02% | $32,945 | 280 | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $366,874 | 3.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $29,415 | 250 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 18.7K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.02% | $80,950 | 688 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 11.3K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.02% | $776,030 | 6.0K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $62,007 | 527 | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $385,851 | 3.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $345,921 | 2.9K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $641,234 | 5.5K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.02% | $636,140 | 4.9K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $266,410 | 2.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $871,516 | 7.0K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.02% | $25,377 | 216 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $119,778 | 1.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $787,623 | 16.6K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $681,672 | 5.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 9.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $17M | 145.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $296,281 | 2.3K | Q4 2025OLDER |
| Zhang Financial LLC$2.9B AUM | 0.02% | $524,556 | 4.5K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.02% | $846,151 | 7.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $12M | 104.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $66M | 560.4K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $215,829 | 1.7K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $31,053 | 264 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.02% | $47,770 | 406 | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.02% | $34,357 | 292 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 18.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $695,928 | 5.9K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $756,553 | 6.4K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.02% | $58,830 | 500 | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $205,199 | 1.7K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $234,379 | 2.0K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $251,993 | 2.0K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.02% | $36,122 | 307 | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.01% | $249,221 | 1.9K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $634,608 | 5.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 10.1K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.01% | $372,394 | 3.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $1M | 9.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $903,341 | 7.7K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $358,194 | 2.8K | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.01% | $51,572 | 400 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $38,185 | 302 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $423,344 | 3.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $182M | 1.55M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $427,176 | 3.4K | Q2 2026 |
| Glenview Trust Co$6.4B AUM | 0.01% | $835,267 | 7.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $174,063 | 1.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 25.8K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $261,088 | 2.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $663,180 | 5.2K | Q2 2026 |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.01% | $18,826 | 160 | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $20,732 | 176 | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $319,069 | 2.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $842,023 | 6.6K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $200M | 1.55M | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $2M | 18.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $315,805 | 2.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $409,083 | 3.2K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $37M | 314.8K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $204,984 | 1.7K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $300,607 | 2.3K | Q4 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $103,441 | 879 | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $35,298 | 300 | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $429,577 | 3.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $956,553 | 8.1K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $14,590 | 124 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $308,090 | 2.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $2M | 16.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $390,161 | 3.3K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.01% | $22,116 | 200 | Q4 2025OLDER |
| Clark Wealth Partners$149M AUM | 0.01% | $14,899 | 127 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $144,044 | 1.2K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $362,628 | 3.1K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 16.4K | Q3 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $35,468 | 301 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $252,605 | 2.1K | Q2 2026 |
| NFSG Corp$608M AUM | 0.01% | $58,397 | 496 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $50M | 425.5K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $784,727 | 6.7K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.01% | $214,282 | 1.7K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 83.4K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.01% | $579,946 | 4.9K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $235,000 | 2.0K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $11,061 | 94 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $76M | 645.4K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $102,008 | 800 | Q2 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.01% | $23,723 | 184 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $239,337 | 2.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $437,518 | 3.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $51,771 | 440 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $2M | 13.8K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.01% | $828,444 | 7.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 11.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $705,960 | 6.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $456,992 | 3.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $365,578 | 3.1K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $268,343 | 2.3K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $606,655 | 5.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $416,516 | 3.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $48M | 407.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $367,923 | 3.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 11.4K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.01% | $27,768 | 236 | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $324,860 | 2.8K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $23,981 | 186 | Q4 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $51,182 | 435 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $133,905 | 1.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $233,981 | 1.8K | Q2 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $82,674 | 703 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $422,164 | 3.6K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $206,435 | 1.6K | Q4 2025OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.01% | $34,710 | 295 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $18,488 | 145 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $494,054 | 4.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $575,635 | 4.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 31.1K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $20,590 | 175 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $357,767 | 2.8K | Q4 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $134,057 | 1.1K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $35M | 297.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $513,353 | 4.1K | Q3 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $57,418 | 488 | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $200,257 | 1.7K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.01% | $76,008 | 646 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $757,620 | 6.0K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $55,520 | 438 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $12M | 103.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $272,819 | 2.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $592,163 | 5.0K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $381,087 | 3.2K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $381,101 | 3.2K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $233,437 | 2.0K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 15.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $103,188 | 877 | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $368,746 | 3.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $222,730 | 1.9K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $215,082 | 1.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 11.9K | Q2 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $458,302 | 3.9K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $10,236 | 87 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $306,032 | 2.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 15.2K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $345,097 | 2.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $127,510 | 1.0K | Q2 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $64,723 | 502 | Q4 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $270,120 | 2.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $908,831 | 7.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $366,982 | 3.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2M | 13.0K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $435,408 | 3.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $8M | 67.6K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $75,800 | 644 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 9.9K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $25,297 | 215 | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $300,151 | 2.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 29.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 31.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $368,110 | 3.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $94,128 | 800 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $300,897 | 2.4K | Q3 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $36,475 | 310 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $16M | 137.8K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $12,825 | 109 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 114.4K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $9,531 | 81 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $312,132 | 2.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $829,020 | 6.4K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $530,743 | 4.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $35,416 | 301 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $85,775 | 729 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $386,605 | 3.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $66,294 | 563 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $198,974 | 1.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 19.0K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $3 | 23 | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $13,178 | 112 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 12.4K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 13.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $303,567 | 2.6K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $11,766 | 100 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 10.7K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $23,532 | 200 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $517,957 | 4.1K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 12.6K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $129,093 | 1.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $222,730 | 1.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $215,741 | 1.7K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $785,589 | 6.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6M | 54.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $481,229 | 4.1K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $10,355 | 88 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $38,617 | 328 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $139,197 | 1.1K | Q3 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $5,883 | 50 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $439,342 | 3.7K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $2M | 19.0K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 15.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $100,717 | 856 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $357,569 | 3.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $369,094 | 3.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $40,731 | 345 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $403,798 | 3.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 38.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 8.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $722,351 | 6.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $64,361 | 547 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $47,064 | 400 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $75,067 | 638 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $33M | 283.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $502,173 | 4.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 9.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $146,252 | 1.2K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $13,414 | 114 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $11,934 | 101 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 20.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 8.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 23.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $204,611 | 1.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $46,841 | 363 | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $937,515 | 8.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 8.9K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $21,768 | 185 | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $2,236 | 19 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $12,799 | 108 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $2,118 | 18 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $31,180 | 265 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $300,033 | 2.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $26,261 | 203 | Q4 2025OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $2,659 | 21 | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $13,080 | 102 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $24,238 | 206 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $56,477 | 480 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $213,070 | 1.7K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $369,156 | 3.1K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,883 | 50 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $276,075 | 2.2K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $670,662 | 5.7K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $114 | 900 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $16M | 135.6K | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.00% | $1,300 | 10 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $225,892 | 1.9K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $4,471 | 38 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $48,622 | 413 | Q2 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $963,195 | 8.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $13,884 | 118 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $4,706 | 40 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $11,060 | 94 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.