MCHIISHARES TR
CUSIP 46429B671 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (MCHI) has 289 institutional holders in Filings Flow’s 13F database, together reporting 41.75M shares worth $2.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Morgan Stanley, and Phoenix Financial Ltd..
Institutional Holders
289
Q1 2026
Reported Value
$2.3B
Ticker
MCHI
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Nipun Capital, L.P.$215M AUM | 23.29% | $47M | 837.8K | Q1 2026 |
| SPX Gestao de Recursos Ltda$1.2B AUM | 4.53% | $55M | 972.0K | Q1 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 3.12% | $5M | 93.9K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 2.78% | $52M | 2.97M | Q1 2026 |
| Fosun International Ltd$399M AUM | 2.43% | $10M | 174.0K | Q4 2025OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 2.20% | $3M | 48.0K | Q1 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 2.10% | $11M | 189.1K | Q1 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 2.06% | $32M | 560.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 1.84% | $80M | 1.34M | Q4 2025OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 1.74% | $100M | 1.67M | Q1 2026 |
| Q Global Advisors, LLC$113M AUM | 1.64% | $2M | 35.5K | Q2 2025OLDER |
| FARLEY CAPITAL L.P.$123M AUM | 1.56% | $2M | 34.2K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 1.54% | $2M | 27.7K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 1.50% | $158M | 2.82M | Q1 2026 |
| Demars Financial Group, LLC$304M AUM | 1.40% | $4M | 75.9K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 1.23% | $10M | 172.2K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 1.22% | $24M | 431.1K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.15% | $14M | 256.1K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 1.08% | $3M | 57.5K | Q1 2026 |
| Angeles Investment Advisors, LLC$1.5B AUM | 0.98% | $15M | 227.0K | Q3 2025OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.97% | $10M | 171.4K | Q1 2026 |
| Analyst IMS Investment Management Services Ltd.$3.3B AUM | 0.83% | $28M | 490.0K | Q1 2026 |
| DHK Financial Advisors, Inc.$174M AUM | 0.73% | $1M | 23.2K | Q2 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.72% | $66M | 1.18M | Q1 2026 |
| Saudi Central Bank$4.7B AUM | 0.71% | $34M | 600.0K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.68% | $2M | 31.3K | Q1 2026 |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.67% | $6M | 99.8K | Q1 2026 |
| Avos Capital Management, LLC$253M AUM | 0.63% | $1M | 23.9K | Q4 2025OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.59% | $2M | 31.5K | Q1 2026 |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.58% | $10M | 181.5K | Q1 2026 |
| DV EQUITIES, LLC$558M AUM | 0.54% | $3M | 50.0K | Q4 2025OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.52% | $8M | 127.1K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.46% | $2M | 29.8K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.45% | $10M | 173.1K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.44% | $1M | 24.7K | Q1 2026 |
| Monument Capital Management$399M AUM | 0.43% | $2M | 26.4K | Q3 2025OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.43% | $3M | 54.2K | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.42% | $70M | 1.24M | Q1 2026 |
| INTERCAPITAL, LLC$299M AUM | 0.38% | $1M | 20.5K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.38% | $127M | 2.26M | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.38% | $3M | 59.2K | Q1 2026 |
| BigSur Wealth Management LLC$356M AUM | 0.36% | $1M | 22.8K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.36% | $9M | 168.4K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.35% | $9M | 166.9K | Q1 2026 |
| Boltwood Capital Management$436M AUM | 0.30% | $1M | 21.0K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.29% | $606,425 | 10.8K | Q1 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.27% | $10M | 180.1K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.27% | $696,126 | 12.4K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.27% | $545,894 | 8.8K | Q4 2025OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.26% | $584,682 | 8.9K | Q3 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.26% | $1M | 20.2K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.26% | $7M | 126.6K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.25% | $24M | 400.8K | Q4 2025OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.24% | $729,216 | 13.0K | Q1 2026 |
| Allie Family Office LLC$228M AUM | 0.20% | $464,777 | 8.3K | Q1 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.20% | $3M | 43.7K | Q4 2025OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.19% | $4M | 60.0K | Q4 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.18% | $897,287 | 16.0K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.18% | $2M | 37.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.17% | $1M | 24.8K | Q2 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.17% | $14M | 251.8K | Q1 2026 |
| Intellectus Partners, LLC$490M AUM | 0.16% | $796,793 | 14.2K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.16% | $23M | 405.6K | Q1 2026 |
| Korea Investment CORP$48.3B AUM | 0.15% | $75M | 1.33M | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.15% | $1M | 23.4K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.15% | $7M | 122.6K | Q1 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.14% | $319,392 | 5.3K | Q4 2025OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.14% | $45M | 744.8K | Q4 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.14% | $2M | 38.0K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.12% | $2M | 35.1K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.12% | $931,085 | 15.5K | Q4 2025OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.12% | $244,271 | 4.3K | Q1 2026 |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.12% | $279,731 | 4.2K | Q3 2025OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.12% | $11M | 191.4K | Q1 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.11% | $10M | 179.6K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.11% | $2M | 40.0K | Q1 2026 |
| Promus Capital, LLC$157M AUM | 0.11% | $168,290 | 2.6K | Q3 2025OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.11% | $11M | 201.5K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.10% | $3M | 59.1K | Q1 2026 |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.10% | $421,602 | 2.9K | Q4 2025OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.10% | $351,462 | 6.3K | Q1 2026 |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.10% | $310,417 | 4.7K | Q3 2025OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.10% | $25M | 436.8K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.09% | $280,900 | 5.0K | Q1 2026 |
| Galilei Investment Office LLP$193M AUM | 0.09% | $183,814 | 3.1K | Q4 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.09% | $918,771 | 15.3K | Q4 2025OLDER |
| Sentry LLC$314M AUM | 0.09% | $269,495 | 4.8K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.08% | $22M | 398.6K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.08% | $786,147 | 13.0K | Q4 2025OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.08% | $664,048 | 11.8K | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.07% | $305,282 | 5.4K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.07% | $448,879 | 8.0K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.07% | $9M | 153.7K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.07% | $2M | 30.3K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.07% | $23M | 416.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.07% | $17M | 285.6K | Q4 2025OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.06% | $600,474 | 10.7K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.06% | $220,532 | 3.3K | Q3 2025OLDER |
| SWMG, LLC$350M AUM | 0.06% | $216,967 | 3.9K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.06% | $1M | 20.7K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.06% | $8M | 133.8K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.06% | $1M | 25.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.05% | $14M | 254.8K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.05% | $5M | 99.4K | Q2 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.05% | $259,022 | 4.3K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.05% | $138,285 | 2.1K | Q3 2025OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.05% | $9M | 151.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 34.3K | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.04% | $787,194 | 14.0K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 25.1K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.04% | $416,000 | 7.4K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $70,225 | 1.3K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.04% | $312,923 | 5.6K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.04% | $57,187 | 952 | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $447,418 | 8.0K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.04% | $209,350 | 3.2K | Q3 2025OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.04% | $375,395 | 6.7K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.04% | $2M | 24.5K | Q3 2025OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.04% | $200,731 | 3.6K | Q1 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.04% | $5M | 96.8K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.04% | $330,675 | 5.9K | Q1 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.03% | $263,400 | 4.0K | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $8M | 135.0K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.03% | $633,823 | 11.3K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.03% | $98,203 | 1.7K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.03% | $36M | 648.6K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 24.5K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.03% | $106,742 | 1.9K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.03% | $234,755 | 3.6K | Q3 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.03% | $3M | 48.5K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.03% | $235,744 | 4.2K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.03% | $300,563 | 5.3K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $470,376 | 8.4K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.03% | $91,012 | 1.6K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.03% | $97,473 | 1.7K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.02% | $46,171 | 822 | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $6M | 106.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $13M | 230.7K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $318,385 | 4.8K | Q3 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.02% | $404,721 | 7.2K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.02% | $250,000 | 4.2K | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.02% | $21M | 325.1K | Q3 2025OLDER |
| FIL Ltd$128.7B AUM | 0.02% | $26M | 463.0K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $216,349 | 3.9K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $24M | 359.4K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 61.0K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $395,100 | 6.0K | Q3 2025OLDER |
| Financial Life Planners$130M AUM | 0.02% | $22,065 | 393 | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.02% | $20,703 | 375 | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $702,404 | 12.5K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $202,094 | 3.1K | Q3 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.02% | $2M | 34.2K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $566,820 | 9.4K | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $63,595 | 1.1K | Q1 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.01% | $280,338 | 5.0K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $238,765 | 4.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $549,160 | 9.8K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $1M | 20.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $266,065 | 4.8K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $303,024 | 5.4K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $29,326 | 522 | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $35,843 | 638 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $747,194 | 13.3K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $292,684 | 4.9K | Q4 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $35,113 | 625 | Q1 2026 |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.01% | $224,720 | 4.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $202M | 3.37M | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.01% | $516,856 | 9.2K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $5M | 97.2K | Q1 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.01% | $207,230 | 3.1K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $280,018 | 5.1K | Q2 2025OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.01% | $95,506 | 1.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 36.4K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $453,316 | 8.1K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $79,675 | 1.4K | Q2 2025OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.01% | $906,937 | 15.1K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $6M | 101.9K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 26.2K | Q1 2026 |
| Matrix Trust Co$690M AUM | 0.01% | $54,000 | 902 | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.01% | $32M | 572.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $33M | 579.0K | Q1 2026 |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.01% | $24,663 | 439 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $5M | 97.0K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.01% | $16,405 | 292 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $550,901 | 9.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $707,146 | 12.6K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.01% | $4M | 66.5K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $95,169 | 1.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 886.2K | Q1 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 0.01% | $300,240 | 5.4K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $8M | 147.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 61.2K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 18.4K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 26.1K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $29,457 | 524 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $59M | 1.05M | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $8M | 129.6K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $26M | 366.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $14M | 237.9K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 35.7K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.01% | $5M | 97.1K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $27,529 | 490 | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $201,835 | 3.4K | Q4 2025OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.01% | $12,727 | 227 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 63.8K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 19.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $202,159 | 3.1K | Q3 2025OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.00% | $280,900 | 5.0K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.00% | $9,026 | 161 | Q1 2026 |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $756,882 | 12.6K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 50.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $7M | 130.4K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $2M | 26.7K | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 34.8K | Q2 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.00% | $525,213 | 9.5K | Q2 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 45.4K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $13,089 | 233 | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $315,732 | 5.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $427,376 | 7.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $35M | 621.4K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $205,930 | 3.4K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $217M | 3.85M | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.00% | $193,862 | 2.9K | Q3 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $13,033 | 232 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $11,713 | 195 | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $543,092 | 9.7K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $25M | 451.7K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $2M | 36.7K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $44M | 780.5K | Q1 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.00% | $3,526 | 64 | Q2 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $7,734 | 129 | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $2M | 33.3K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $898,711 | 16.0K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.00% | $11,309 | 188 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $19M | 339.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 55.7K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5M | 91.1K | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 118.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6M | 103.3K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $22,810 | 406 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $17M | 307.7K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 42.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $443,035 | 7.9K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $535,563 | 9.5K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $695,000 | 10.6K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $40M | 720.2K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 24.3K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $293,000 | 4.9K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $241,274 | 3.7K | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $4,214 | 75 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $26,742 | 476 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $298,979 | 5.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $625,281 | 11.1K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $36,517 | 650 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $113,034 | 2.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 24.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $841,000 | 15.0K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $154,484 | 3.6K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $557,732 | 8.5K | Q3 2025OLDER |
| Covestor Ltd$144M AUM | 0.00% | $3,000 | 55 | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $374,075 | 6.7K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $1M | 20.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $113,773 | 1.9K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $9,719 | 173 | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $337,080 | 6.0K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 48.5K | Q1 2026 |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $60,169 | 1.1K | Q2 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $7,640 | 136 | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $5,787 | 103 | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $36,201 | 657 | Q2 2025OLDER |
| BNP PARIBAS$3.1B AUM | 0.00% | $61,965 | 941 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $366,799 | 6.5K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $10M | 174.9K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $5,618 | 100 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,579 | 95 | Q2 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $146,181 | 2.6K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $370,406 | 5.6K | Q3 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 30.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 24.2K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 22.1K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $233,309 | 4.2K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $565,676 | 10.1K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 0.00% | $10,519 | 169 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $7,163 | 130 | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $110,145 | 2.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 170.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 95.1K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $204,720 | 3.6K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $633,261 | 11.3K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 21.0K | Q2 2025OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.00% | $49,230 | 876 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $207,722 | 3.5K | Q4 2025OLDER |
| Evergreen Advisors, LLC$426M AUM | 0.00% | $6,011 | 107 | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $36,000 | 657 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 21.6K | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 0.00% | $90,105 | 1.5K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $421,075 | 7.5K | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.00% | $5,000 | 96 | Q1 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $1,896 | 34 | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $283,765 | 5.2K | Q2 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $28,090 | 500 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 89.7K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $4M | 76.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 34.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $710,397 | 12.6K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.00% | $2,191 | 39 | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $1,311 | 23 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 27.7K | Q1 2026 |
| United Community Bank$300M AUM | 0.00% | $2,463 | 41 | Q4 2025OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.00% | $210,900 | 3.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $482,375 | 8.6K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $513,260 | 9.1K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $4,607 | 82 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $3,202 | 57 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 111.1K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.00% | $200,033 | 3.3K | Q4 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $54,495 | 970 | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 0.00% | $9,731 | 162 | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $7,079 | 126 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 50.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $681,296 | 12.1K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 35.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $466,739 | 8.3K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $1,966 | 35 | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.00% | $280,900 | 5.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $7,449 | 159 | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $87,744 | 1.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 61.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 19.3K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $5,449 | 97 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $1,183 | 21 | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $845,314 | 15.0K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1M | 25.7K | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $1,685 | 30 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $22,472 | 400 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,352 | 42 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $33,483 | 596 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $6,488 | 108 | Q4 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $4,551 | 81 | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 22.7K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 32.4K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $34,056 | 610 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $140,872 | 2.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $337,693 | 6.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $262,360 | 4.2K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $253,070 | 4.5K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $2,079 | 37 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,461 | 26 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $10,056 | 179 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $9,295 | 165 | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $6,907 | 115 | Q4 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,148 | 20 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $223,821 | 4.0K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.00% | $420 | 7 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $41,180 | 733 | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $3,147 | 56 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $590,845 | 10.5K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $300,240 | 5.4K | Q2 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $11,629 | 207 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $10,056 | 179 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $319,665 | 5.8K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $1,879 | 34 | Q2 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,292 | 23 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $30,675 | 546 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $24,382 | 434 | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $199 | 3 | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $9,011 | 150 | Q4 2025OLDER |
| CX Institutional$3.5B AUM | 0.00% | $3,000 | 48 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $3,515 | 63 | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $72,360 | 1.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $176,629 | 3.1K | Q1 2026 |
| ALLIANZ SE$9.0B AUM | 0.00% | $5,730 | 102 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $562 | 10 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $170,619 | 3.0K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $659 | 10 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $760,451 | 13.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $30,450 | 542 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $200,890 | 3.6K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $721 | 12 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,236 | 22 | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 35.1K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $902 | 15 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,135 | 38 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $113 | 2 | Q2 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $3,161 | 48 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $977 | 17 | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $23 | 0 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $995 | 18 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $506 | 9 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $57 | 1 | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $281 | 5 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $6 | 0 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $56 | 1 | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $56 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.