NYFISHARES TR
CUSIP 464288323 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (NYF) has 210 institutional holders in Filings Flow’s 13F database, together reporting 13.01M shares worth $691M as of Q1 2026. The largest reported holders are Tiaa-Cref Individual & Institutional Services, LLC, Morgan Stanley, and High Probability Advisors, LLC.
Institutional Holders
210
Q1 2026
Reported Value
$691M
Ticker
NYF
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.23% | $59M | 1.11M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $46M | 870.8K | Q1 2026 |
| High Probability Advisors, LLC$781M AUM | 5.27% | $41M | 775.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $41M | 763.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $31M | 579.2K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.48% | $28M | 522.9K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $25M | 466.5K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.62% | $24M | 461.0K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 1.96% | $19M | 350.8K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $18M | 334.8K | Q1 2026 |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 2.94% | $17M | 314.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 248.7K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.61% | $13M | 239.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $12M | 226.2K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.13% | $12M | 224.9K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.16% | $12M | 223.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 205.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 192.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 166.5K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.02% | $9M | 161.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 151.9K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.06% | $8M | 143.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $7M | 131.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 122.0K | Q1 2026 |
| MYECFO, LLC$239M AUM | 2.66% | $6M | 119.5K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $6M | 113.5K | Q1 2026 |
| Note Advisors, LLC$200M AUM | 2.56% | $5M | 96.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 96.3K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.17% | $5M | 95.6K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.33% | $5M | 95.2K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 1.59% | $5M | 94.1K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 0.46% | $5M | 86.1K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.10% | $5M | 86.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 76.5K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.52% | $4M | 72.3K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.11% | $4M | 68.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 67.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 67.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $3M | 64.5K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.36% | $3M | 63.0K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.59% | $3M | 59.1K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.10% | $3M | 58.6K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.17% | $3M | 58.4K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.32% | $3M | 57.7K | Q1 2026 |
| DURANTE & WATERS, LLC$138M AUM | 2.20% | $3M | 57.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 57.0K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.06% | $3M | 55.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 54.3K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.22% | $3M | 50.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 49.7K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 0.82% | $3M | 49.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 47.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 46.6K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $2M | 45.1K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 44.9K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $2M | 44.5K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.07% | $2M | 42.6K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 1.22% | $2M | 38.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 38.7K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.86% | $2M | 37.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 35.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 33.8K | Q1 2026 |
| Level Financial Advisors$392M AUM | 0.44% | $2M | 32.8K | Q1 2026 |
| Astoria Strategic Wealth, Inc.$394M AUM | 0.43% | $2M | 32.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 31.3K | Q1 2026 |
| Perennial Advisors, LLC$587M AUM | 0.27% | $2M | 30.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $2M | 29.9K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.08% | $2M | 28.6K | Q3 2025OLDER |
| Francis Financial, Inc.$539M AUM | 0.28% | $2M | 28.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 27.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 27.2K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.06% | $1M | 27.1K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.08% | $1M | 27.5K | Q2 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.05% | $1M | 26.3K | Q2 2025OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.24% | $1M | 25.7K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $1M | 25.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 25.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 25.2K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 25.1K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 25.6K | Q2 2025OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.24% | $1M | 25.0K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.14% | $1M | 24.8K | Q1 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.11% | $1M | 24.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 24.4K | Q1 2026 |
| Trust Co$1.1B AUM | 0.12% | $1M | 24.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 24.0K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.42% | $1M | 23.7K | Q1 2026 |
| BRIGHTON SECURITIES CORP.$233M AUM | 0.60% | $1M | 23.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 23.4K | Q2 2025OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 1.00% | $1M | 21.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 21.8K | Q1 2026 |
| Members Advisory Group LLC$292M AUM | 0.39% | $1M | 21.5K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.10% | $1M | 21.1K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $1M | 20.0K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.16% | $1M | 19.4K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.07% | $974,914 | 18.7K | Q2 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $964,128 | 18.1K | Q1 2026 |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.03% | $960,781 | 18.1K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $899,396 | 16.8K | Q4 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.03% | $884,767 | 16.7K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $884,767 | 16.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $884,520 | 16.5K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $844,713 | 15.9K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.01% | $820,439 | 15.4K | Q1 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.12% | $802,331 | 15.0K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $797,000 | 15.0K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.07% | $778,208 | 14.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $773,200 | 14.6K | Q1 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.30% | $746,017 | 14.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $746,017 | 14.0K | Q1 2026 |
| Hamilton Wealth, LLC$513M AUM | 0.15% | $744,742 | 14.0K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $736,456 | 13.9K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $735,000 | 13.8K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 0.09% | $701,930 | 13.1K | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.01% | $685,842 | 12.9K | Q1 2026 |
| NDWM LLC$154M AUM | 0.46% | $671,303 | 12.6K | Q3 2025OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.08% | $653,588 | 12.3K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.06% | $645,092 | 12.1K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $634,695 | 11.9K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 0.11% | $602,221 | 11.3K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.08% | $600,282 | 11.3K | Q1 2026 |
| GLR Partners, LLC$183M AUM | 0.32% | $586,870 | 11.0K | Q1 2026 |
| CONQUIS FINANCIAL LLC$121M AUM | 0.48% | $582,893 | 10.9K | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.32% | $578,530 | 10.9K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.01% | $571,167 | 10.6K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 0.34% | $569,542 | 10.7K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.11% | $565,004 | 10.6K | Q4 2025OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.07% | $541,983 | 10.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $541,771 | 10.2K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $540,496 | 10.2K | Q1 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.08% | $531,200 | 10.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $518,255 | 9.9K | Q2 2025OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.45% | $514,148 | 9.7K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $511,599 | 9.6K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $510,908 | 9.6K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $508,093 | 9.6K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $490,669 | 9.2K | Q1 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.18% | $485,251 | 9.1K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $481,586 | 9.1K | Q1 2026 |
| DUTCH ASSET Corp$149M AUM | 0.32% | $475,424 | 8.9K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.14% | $470,060 | 8.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $467,775 | 8.8K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.08% | $465,416 | 8.9K | Q2 2025OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.42% | $450,033 | 8.5K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $439,568 | 8.3K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $438,240 | 8.3K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 0.18% | $416,346 | 7.8K | Q1 2026 |
| Compass Planning Associates Inc$156M AUM | 0.26% | $400,578 | 7.5K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.05% | $397,243 | 7.5K | Q1 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 0.06% | $391,871 | 7.4K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.11% | $389,795 | 7.3K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $387,802 | 7.3K | Q4 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.03% | $387,245 | 7.3K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $383,861 | 7.2K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $382,343 | 7.3K | Q2 2025OLDER |
| MATAURO, LLC$692M AUM | 0.05% | $367,549 | 6.9K | Q1 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC$5.7B AUM | 0.01% | $362,000 | 6.8K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $360,844 | 6.8K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.13% | $357,679 | 6.7K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.03% | $347,160 | 6.5K | Q4 2025OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.03% | $338,852 | 6.4K | Q1 2026 |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $338,322 | 6.4K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $334,656 | 6.3K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.07% | $326,752 | 6.2K | Q1 2026 |
| CNB Bank$238M AUM | 0.14% | $326,104 | 6.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $325,148 | 6.1K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $324,935 | 6.1K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.02% | $324,054 | 6.1K | Q1 2026 |
| Dentgroup LLC$146M AUM | 0.22% | $316,940 | 5.9K | Q4 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.03% | $315,084 | 5.9K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $308,255 | 5.8K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.03% | $308,096 | 5.8K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 0.18% | $305,955 | 5.8K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $305,812 | 5.8K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.03% | $304,059 | 5.7K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.00% | $300,000 | 5.6K | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 0.07% | $295,043 | 5.5K | Q4 2025OLDER |
| Stanich Group LLC$131M AUM | 0.18% | $286,174 | 5.4K | Q3 2025OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.04% | $285,213 | 5.4K | Q1 2026 |
| Peck Wealth Management, LLC$100M AUM | 0.28% | $280,208 | 5.3K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $279,942 | 5.3K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $278,038 | 5.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $271,284 | 5.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $270,502 | 5.2K | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $269,796 | 5.1K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.05% | $269,531 | 5.1K | Q1 2026 |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.01% | $269,372 | 5.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $264,663 | 5.1K | Q2 2025OLDER |
| American Investment Services, Inc.$448M AUM | 0.06% | $262,749 | 4.9K | Q3 2025OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.20% | $252,851 | 4.8K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 0.15% | $252,373 | 4.8K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 0.03% | $251,895 | 4.7K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $249,448 | 4.7K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $242,068 | 4.6K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.13% | $238,464 | 4.5K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.01% | $237,311 | 4.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $232,932 | 4.4K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.02% | $231,072 | 4.3K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.01% | $226,738 | 4.3K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $225,416 | 4.2K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $223,689 | 4.2K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $222,000 | 4.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $220,675 | 4.1K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $219,970 | 4.1K | Q1 2026 |
| Martin Worley Group$204M AUM | 0.11% | $219,562 | 4.2K | Q2 2025OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.01% | $217,792 | 4.1K | Q1 2026 |
| Olde Wealth Management, LLC$316M AUM | 0.07% | $217,000 | 4.1K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.08% | $214,929 | 4.0K | Q1 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 0.06% | $212,480 | 4.0K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $209,824 | 4.0K | Q1 2026 |
| J. W. Coons Advisors, LLC$442M AUM | 0.05% | $208,560 | 4.0K | Q2 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.15% | $208,071 | 3.9K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 0.04% | $205,337 | 3.8K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.02% | $201,856 | 3.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $201,469 | 3.9K | Q2 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.03% | $201,386 | 3.8K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $188,114 | 3.5K | Q4 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.10% | $181,337 | 3.4K | Q4 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $176,000 | 3.3K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.04% | $154,715 | 2.9K | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $151,887 | 2.8K | Q3 2025OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.08% | $148,736 | 2.8K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $132,375 | 2.5K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $118,256 | 2.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $107,196 | 2.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $99,069 | 1.9K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $93,703 | 1.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $91,632 | 1.7K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.01% | $90,941 | 1.7K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.01% | $89,082 | 1.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $79,226 | 1.5K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $78,567 | 1.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $63,691 | 1.2K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $58,963 | 1.1K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $39,840 | 750 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $29,005 | 547 | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $22,420 | 430 | Q2 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $20,961 | 402 | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $18,804 | 354 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $8,990 | 168 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $8,856 | 166 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $7,705 | 144 | Q4 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $4,799 | 90 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,487 | 28 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $46 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.