IYMISHARES TR
CUSIP 464287838 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IYM) has 249 institutional holders in Filings Flow’s 13F database, together reporting 4.70M shares worth $809M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Manufacturers Life Insurance Company, The, and Bank Of America Corp /De/.
Institutional Holders
249
Q1 2026
Reported Value
$809M
Ticker
IYM
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Summit Financial Consulting LLC$140M AUM | 2.73% | $4M | 21.7K | Q1 2026 |
| Financial Planning Fort Collins, LLC$133M AUM | 2.37% | $3M | 17.1K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 1.95% | $5M | 29.0K | Q1 2026 |
| Gerald Baker Financial Group LLC$316M AUM | 1.53% | $5M | 27.5K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 1.53% | $14M | 79.4K | Q1 2026 |
| Counterweight Ventures, LLC$178M AUM | 1.17% | $2M | 11.8K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.91% | $2M | 11.0K | Q1 2026 |
| First Citizens Financial Corp$239M AUM | 0.74% | $2M | 8.9K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.73% | $1M | 8.1K | Q1 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.45% | $634,804 | 3.6K | Q1 2026 |
| Expressive Wealth LLC$105M AUM | 0.43% | $449,318 | 2.4K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.34% | $413,412 | 2.4K | Q1 2026 |
| Lakeshore Capital Group, Inc.$123M AUM | 0.32% | $393,521 | 2.2K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 0.32% | $453,169 | 2.6K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.31% | $3M | 19.7K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.28% | $1M | 5.9K | Q1 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.27% | $895,022 | 5.1K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.26% | $458,975 | 2.6K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.25% | $2M | 11.1K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.22% | $776,159 | 4.4K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 0.22% | $673,070 | 3.8K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.19% | $219,330 | 1.2K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.18% | $11M | 65.2K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.17% | $783,119 | 4.3K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.16% | $610,266 | 3.5K | Q1 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.14% | $291,057 | 1.7K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.14% | $370,277 | 2.1K | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 0.13% | $179,436 | 1.0K | Q1 2026 |
| Junk Investment Group, LLC$191M AUM | 0.12% | $233,031 | 1.3K | Q1 2026 |
| MATAURO, LLC$692M AUM | 0.12% | $633,654 | 4.5K | Q2 2025OLDER |
| Ramiah Investment Group$275M AUM | 0.12% | $320,853 | 2.5K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.12% | $135M | 767.5K | Q1 2026 |
| Titan Wealth (CI) Ltd$232M AUM | 0.11% | $264,060 | 1.5K | Q1 2026 |
| Essex LLC$566M AUM | 0.11% | $622,581 | 3.5K | Q1 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.11% | $2M | 11.7K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 0.11% | $855,156 | 4.9K | Q1 2026 |
| Trueblood Wealth Management, LLC$256M AUM | 0.10% | $255,365 | 1.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.10% | $18M | 101.3K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.10% | $200,725 | 1.1K | Q1 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 0.10% | $217,776 | 1.2K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.09% | $19M | 108.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.09% | $3M | 14.5K | Q1 2026 |
| Ifrah Financial Services, Inc.$378M AUM | 0.09% | $326,837 | 1.9K | Q1 2026 |
| Kesler, Norman & Wride, LLC$581M AUM | 0.08% | $450,908 | 2.6K | Q1 2026 |
| Mattern Wealth Management LLC$513M AUM | 0.07% | $377,279 | 2.1K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.07% | $253,571 | 1.4K | Q1 2026 |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.07% | $895,002 | 5.1K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 0.07% | $217,908 | 1.2K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.06% | $1M | 5.8K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.06% | $178,383 | 1.0K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $723,524 | 4.2K | Q4 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.06% | $399,866 | 2.3K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 8.1K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.05% | $89,927 | 511 | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.05% | $457,629 | 2.6K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.05% | $310,567 | 1.8K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.05% | $702,975 | 4.0K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 0.05% | $385,072 | 2.2K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.04% | $621,294 | 3.5K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.04% | $106,432 | 605 | Q1 2026 |
| RAM Investment Partners, LLC$569M AUM | 0.04% | $228,417 | 1.3K | Q1 2026 |
| Gilman Hill Asset Management, LLC$731M AUM | 0.04% | $263,880 | 1.5K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 0.04% | $216,909 | 1.2K | Q1 2026 |
| United Financial Planning Group LLC$169M AUM | 0.04% | $56,997 | 276 | Q3 2025OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.03% | $486,419 | 2.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $2M | 8.7K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $380,181 | 2.2K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $457,568 | 2.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $369,256 | 2.1K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.03% | $419,218 | 2.4K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.03% | $205,826 | 1.2K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $45,000 | 254 | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $314,386 | 2.0K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $13M | 74.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $640,525 | 3.6K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $404,595 | 2.3K | Q1 2026 |
| Founders Capital Management$205M AUM | 0.02% | $43,980 | 250 | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.02% | $86,201 | 490 | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.02% | $30,167 | 171 | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $270,213 | 1.5K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $40,814 | 232 | Q1 2026 |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.02% | $215,852 | 1.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $522,465 | 3.0K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 7.5K | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.02% | $81,276 | 462 | Q1 2026 |
| Field & Main Bank$344M AUM | 0.02% | $56,470 | 321 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $461,604 | 2.6K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $22,870 | 130 | Q1 2026 |
| BankChampaign, National Association$101M AUM | 0.02% | $15,396 | 27 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.02% | $83,562 | 475 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $636,176 | 3.6K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.01% | $240,090 | 1.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $224M | 1.31M | Q1 2026 |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.01% | $235,209 | 1.6K | Q3 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $881,948 | 5.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $271,254 | 1.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 15.1K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $615,720 | 3.5K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $1M | 5.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 13.7K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $31,666 | 180 | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $633,646 | 3.6K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.01% | $213,742 | 1.2K | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.01% | $66,146 | 376 | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 0.01% | $31,666 | 180 | Q1 2026 |
| Davis Capital Management$169M AUM | 0.01% | $15,481 | 88 | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $108,542 | 617 | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $325,980 | 1.9K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.01% | $37,647 | 214 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $92,631 | 625 | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $267,476 | 1.7K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $403,054 | 2.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $12M | 65.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 18.8K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $250,876 | 1.4K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.01% | $61,572 | 350 | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $40,462 | 230 | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $505,473 | 2.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 76.1K | Q1 2026 |
| Reflection Asset Management$141M AUM | 0.01% | $11,585 | 73 | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $175,920 | 1.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $306,629 | 1.7K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $19,351 | 110 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $30M | 170.3K | Q1 2026 |
| Clark Wealth Partners$149M AUM | 0.01% | $11,083 | 63 | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $321,314 | 2.1K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 28.5K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $305,457 | 1.7K | Q1 2026 |
| Busey Bank$3.7B AUM | 0.01% | $259,482 | 1.5K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.01% | $30,889 | 176 | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $512,807 | 2.9K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $206,354 | 1.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $179,615 | 1.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 7.9K | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.01% | $19,351 | 110 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 26.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $963,020 | 6.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 6.4K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $363,803 | 2.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $777,190 | 5.0K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 6.5K | Q1 2026 |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.01% | $28,148 | 160 | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $10M | 57.5K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.00% | $203,642 | 1.4K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $66M | 374.7K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $23,573 | 134 | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.00% | $14,953 | 85 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $61,572 | 350 | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.00% | $201,899 | 1.4K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 23.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 6.5K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $28,147 | 160 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $297,350 | 1.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 11.6K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $201,780 | 1.1K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $443,847 | 2.5K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 0.00% | $16,101 | 115 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18M | 100.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $539,902 | 3.1K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 18.6K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $42,573 | 242 | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $147,637 | 829 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $39,582 | 225 | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $21,555 | 140 | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $227,113 | 1.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $298,714 | 1.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $231,511 | 1.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 14.2K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $36,240 | 206 | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $33,042 | 236 | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $225,533 | 1.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 13.7K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $205,475 | 1.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $230,455 | 1.3K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $216,134 | 1.5K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $40M | 259.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $31,137 | 177 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $778,695 | 4.4K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $40,813 | 232 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 80.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 8.5K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $530,399 | 3.0K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $30,792 | 200 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $352,223 | 2.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $257,066 | 1.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $83,738 | 476 | Q1 2026 |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $228,696 | 1.3K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 23.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $93,238 | 530 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $293,611 | 1.7K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $68,081 | 387 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $776,410 | 4.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $395,677 | 2.6K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $17,592 | 100 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $18,472 | 105 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $70,452 | 400 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $17,592 | 100 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $12,666 | 72 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 25.0K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $19,884 | 113 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $262,121 | 1.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $74,766 | 425 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 7.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $191,227 | 1.1K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $623,402 | 3.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 33.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $693,228 | 3.9K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $194,919 | 1.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $20,792 | 4.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 48.2K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $835,849 | 5.4K | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $32,545 | 185 | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $307,860 | 1.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $476,039 | 2.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $480,377 | 2.7K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $777,498 | 5.0K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $287,981 | 1.6K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $30,258 | 172 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 35.3K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $296,425 | 1.7K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $9,676 | 55 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 9.1K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $20,231 | 115 | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $1,405 | 10 | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $126,323 | 718 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $850,573 | 4.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $409,375 | 2.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,832 | 55 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $6,829 | 38 | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $1,097 | 6 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $6,718 | 45 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $905,339 | 5.3K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $21,639 | 123 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $7,916 | 45 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 8.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $252,269 | 1.4K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $107,256 | 615 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 13.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 7.5K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $662,384 | 3.8K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $14,001 | 100 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $210,928 | 1.2K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $5,278 | 30 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $10,203 | 58 | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $3,518 | 20 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $839,138 | 4.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $299,231 | 1.7K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $5,278 | 30 | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $462 | 3 | Q4 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $535 | 3 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $128,773 | 732 | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $366,441 | 2.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $932,376 | 5.3K | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.00% | $296 | 2 | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $13,194 | 75 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $796,749 | 4.5K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,518 | 20 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $9,674 | 55 | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $176 | 1 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,232 | 8 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $16,936 | 110 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $37 | 271 | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4,750 | 27 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $154 | 1 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $13,194 | 75 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $136,690 | 777 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $178 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.