SUBISHARES TR
CUSIP 464288158 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (SUB) has 883 institutional holders in Filings Flow’s 13F database, together reporting 88.03M shares worth $9.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Mercer Global Advisors Inc /Adv, and Morgan Stanley.
Institutional Holders
883
Q1 2026
Reported Value
$9.4B
Ticker
SUB
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.08% | $1.1B | 10.53M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 1.45% | $979M | 9.20M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.04% | $630M | 5.92M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.10% | $525M | 4.93M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.05% | $310M | 2.91M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.21% | $309M | 2.90M | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.28% | $305M | 2.86M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.10% | $164M | 1.54M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.07% | $155M | 1.45M | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.24% | $138M | 1.30M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.03% | $136M | 1.28M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $112M | 1.05M | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 1.19% | $112M | 1.05M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $110M | 1.04M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.11% | $94M | 883.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $92M | 861.4K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.33% | $87M | 817.9K | Q1 2026 |
| Robinhood Asset Management, LLC$1.4B AUM | 5.83% | $80M | 755.3K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 6.81% | $76M | 711.1K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.27% | $72M | 679.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $68M | 634.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.03% | $67M | 632.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $64M | 603.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.07% | $64M | 593.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.26% | $64M | 596.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $63M | 587.4K | Q1 2026 |
| Heritage Investment Group, Inc.$661M AUM | 8.72% | $58M | 541.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $58M | 540.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.08% | $55M | 518.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.06% | $51M | 476.8K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 1.07% | $48M | 448.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $47M | 443.7K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.78% | $46M | 434.1K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 3.71% | $45M | 421.9K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $45M | 421.2K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.66% | $45M | 418.5K | Q1 2026 |
| WIT, LLC$5.3B AUM | 0.84% | $45M | 418.6K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.06% | $44M | 415.8K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $43M | 404.4K | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.32% | $41M | 387.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.22% | $41M | 385.2K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $40M | 372.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.33% | $39M | 366.9K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 5.77% | $35M | 330.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $35M | 327.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $33M | 308.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $32M | 298.8K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 2.47% | $31M | 294.6K | Q1 2026 |
| Willis Johnson & Associates, Inc.$1.7B AUM | 1.76% | $30M | 283.0K | Q1 2026 |
| Gross & Hartman Investments LLC$192M AUM | 15.32% | $29M | 276.7K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.35% | $29M | 275.4K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.50% | $29M | 271.3K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.44% | $28M | 263.2K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.47% | $28M | 262.4K | Q1 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 8.31% | $28M | 259.0K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.38% | $28M | 259.4K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 1.87% | $28M | 259.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.13% | $27M | 251.6K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.04% | $27M | 249.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.19% | $26M | 241.5K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.76% | $25M | 233.9K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.05% | $25M | 231.4K | Q1 2026 |
| Safe Harbor Family Capital, LLC$128M AUM | 19.27% | $25M | 231.3K | Q1 2026 |
| LVW Advisors, LLC$1.0B AUM | 2.34% | $25M | 230.3K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.04% | $24M | 225.7K | Q4 2025OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.89% | $24M | 222.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $23M | 213.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $22M | 210.3K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.21% | $21M | 197.7K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 2.19% | $21M | 196.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $21M | 197.8K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.40% | $20M | 190.6K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.69% | $20M | 187.8K | Q1 2026 |
| Members Trust Co$3.0B AUM | 0.66% | $20M | 187.3K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.04% | $20M | 186.8K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.89% | $19M | 179.6K | Q1 2026 |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 2.60% | $19M | 175.3K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.43% | $19M | 174.6K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.47% | $19M | 173.8K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.50% | $18M | 171.4K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 2.44% | $18M | 164.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.07% | $17M | 156.6K | Q4 2025OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 4.25% | $17M | 155.4K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.33% | $16M | 149.5K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.34% | $16M | 147.8K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.18% | $16M | 147.0K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 0.82% | $16M | 146.3K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 1.30% | $15M | 145.3K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.20% | $15M | 145.1K | Q1 2026 |
| Slow Capital, Inc.$770M AUM | 1.95% | $15M | 141.3K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.44% | $14M | 133.2K | Q1 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 1.01% | $14M | 130.3K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.15% | $13M | 124.8K | Q1 2026 |
| Oak Harvest Investment Services$958M AUM | 1.38% | $13M | 124.1K | Q1 2026 |
| Abundance Wealth Counselors$697M AUM | 1.89% | $13M | 123.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.07% | $13M | 123.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $13M | 122.0K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.19% | $13M | 120.9K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.76% | $13M | 119.5K | Q3 2025OLDER |
| Smithfield Trust Co$2.3B AUM | 0.55% | $13M | 119.2K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.96% | $13M | 118.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.24% | $12M | 116.1K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 1.39% | $12M | 115.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $12M | 114.8K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.04% | $12M | 111.9K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.79% | $12M | 111.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $12M | 111.8K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.19% | $12M | 111.5K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 1.06% | $12M | 111.1K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.79% | $11M | 105.1K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.91% | $11M | 103.4K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 1.24% | $11M | 103.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 103.2K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 1.81% | $11M | 102.2K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 1.79% | $11M | 102.2K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.08% | $11M | 102.1K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.61% | $11M | 101.1K | Q1 2026 |
| Waterway Wealth Management, LLC$452M AUM | 2.37% | $11M | 100.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $11M | 100.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $11M | 99.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 98.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.13% | $10M | 96.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $10M | 96.4K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.41% | $10M | 95.7K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $10M | 93.7K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.33% | $10M | 91.7K | Q4 2025OLDER |
| Investment Research Partners LLC$246M AUM | 3.92% | $10M | 90.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.07% | $9M | 88.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $9M | 86.3K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.51% | $9M | 85.7K | Q1 2026 |
| BIP Alliance, LLC$260M AUM | 3.41% | $9M | 83.5K | Q2 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.23% | $9M | 81.6K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.10% | $9M | 81.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.13% | $8M | 78.1K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.56% | $8M | 77.5K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 77.7K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.69% | $8M | 77.6K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.30% | $8M | 77.5K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 2.23% | $8M | 75.7K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.48% | $8M | 74.4K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.26% | $8M | 73.0K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.27% | $8M | 72.6K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 0.94% | $8M | 72.4K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.24% | $8M | 71.7K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 1.05% | $8M | 70.9K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.61% | $8M | 70.4K | Q1 2026 |
| Alaethes Wealth, LLC$351M AUM | 2.12% | $7M | 69.9K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.31% | $7M | 69.7K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 1.02% | $7M | 69.7K | Q1 2026 |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 3.67% | $7M | 67.4K | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 1.76% | $7M | 66.9K | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 1.45% | $7M | 66.6K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $7M | 66.5K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 65.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.08% | $7M | 64.5K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 1.34% | $7M | 63.2K | Q1 2026 |
| Opus Capital Group, LLC$930M AUM | 0.71% | $7M | 62.2K | Q1 2026 |
| PrairieView Partners, LLC$1.0B AUM | 0.64% | $7M | 61.9K | Q2 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.03% | $7M | 61.7K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.04% | $6M | 60.4K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.20% | $6M | 59.9K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.53% | $6M | 57.5K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $6M | 57.5K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.41% | $6M | 57.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 55.6K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.14% | $6M | 55.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.07% | $6M | 55.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 55.5K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 1.55% | $6M | 55.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.08% | $6M | 54.6K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 4.44% | $6M | 54.6K | Q1 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.41% | $6M | 54.0K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.64% | $6M | 53.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 53.2K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.08% | $6M | 53.0K | Q1 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.99% | $6M | 52.9K | Q1 2026 |
| DURANTE & WATERS, LLC$138M AUM | 4.07% | $6M | 52.8K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.10% | $6M | 52.6K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.29% | $6M | 52.3K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.48% | $6M | 52.1K | Q1 2026 |
| Apex Wealth Management, LLC$146M AUM | 3.66% | $5M | 50.1K | Q1 2026 |
| Pine Harbor Wealth Management, LLC$334M AUM | 1.59% | $5M | 50.0K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.05% | $5M | 49.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 49.7K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 1.01% | $5M | 49.6K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 1.00% | $5M | 49.5K | Q1 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.50% | $5M | 49.5K | Q1 2026 |
| Yeomans Consulting Group, Inc.$341M AUM | 1.53% | $5M | 49.1K | Q4 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.54% | $5M | 49.0K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 1.36% | $5M | 48.6K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.04% | $5M | 48.1K | Q1 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 1.09% | $5M | 48.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.08% | $5M | 48.0K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.11% | $5M | 47.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5M | 47.6K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.41% | $5M | 47.6K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.09% | $5M | 46.9K | Q1 2026 |
| Lindenwold Advisors, INC$212M AUM | 2.36% | $5M | 46.8K | Q4 2025OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.28% | $5M | 46.8K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.13% | $5M | 46.1K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.06% | $5M | 45.9K | Q1 2026 |
| INVESTED ADVISORS$99M AUM | 4.89% | $5M | 45.5K | Q1 2026 |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 3.87% | $5M | 45.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 45.1K | Q1 2026 |
| Avail Investment Partners, LLC$94M AUM | 5.12% | $5M | 45.0K | Q1 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.69% | $5M | 44.7K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.31% | $5M | 43.3K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.38% | $5M | 43.2K | Q1 2026 |
| IF Advisors, LLC$141M AUM | 3.20% | $5M | 42.5K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $4M | 41.9K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.27% | $4M | 41.6K | Q1 2026 |
| Baron Financial Group, LLC$210M AUM | 2.35% | $4M | 40.9K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.24% | $4M | 40.8K | Q3 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.02% | $4M | 40.6K | Q1 2026 |
| Curbstone Financial Management Corp$523M AUM | 0.82% | $4M | 40.5K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.06% | $4M | 40.4K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.52% | $4M | 40.3K | Q1 2026 |
| O'Domhnaill Enterprises, Inc.$124M AUM | 3.44% | $4M | 40.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 40.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 40.0K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.68% | $4M | 40.0K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.23% | $4M | 39.9K | Q1 2026 |
| Mullooly Asset Management, Inc.$271M AUM | 1.53% | $4M | 38.8K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 38.5K | Q1 2026 |
| Sanchez Levi Garrett$159M AUM | 2.55% | $4M | 38.2K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.79% | $4M | 37.9K | Q1 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.56% | $4M | 37.9K | Q1 2026 |
| K2 Financial Inc.$138M AUM | 2.93% | $4M | 37.7K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 1.01% | $4M | 37.3K | Q1 2026 |
| BCO Wealth Management LLC$166M AUM | 2.38% | $4M | 37.2K | Q1 2026 |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.34% | $4M | 36.8K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $4M | 36.8K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 1.02% | $4M | 36.4K | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.88% | $4M | 35.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $4M | 35.8K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.66% | $4M | 35.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.10% | $4M | 35.6K | Q1 2026 |
| Alhambra Investment Management LLC$217M AUM | 1.74% | $4M | 35.4K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.17% | $4M | 35.3K | Q1 2026 |
| 1015 Capital Partners, LLC$103M AUM | 3.61% | $4M | 34.9K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.27% | $4M | 34.8K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 0.33% | $4M | 34.5K | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 0.24% | $4M | 34.3K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.11% | $4M | 34.1K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 33.9K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.26% | $4M | 33.7K | Q1 2026 |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 2.42% | $4M | 33.6K | Q1 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 2.69% | $4M | 33.4K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.38% | $4M | 33.1K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.11% | $4M | 33.0K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 1.09% | $3M | 32.4K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.69% | $3M | 32.3K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.10% | $3M | 32.1K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.21% | $3M | 32.1K | Q1 2026 |
| Horiko Capital Management LLC$434M AUM | 0.89% | $3M | 32.0K | Q2 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.27% | $3M | 31.9K | Q1 2026 |
| Ironwood Wealth Management, LLC.$349M AUM | 0.97% | $3M | 31.6K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.63% | $3M | 31.5K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.02% | $3M | 31.6K | Q2 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.22% | $3M | 30.5K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.14% | $3M | 30.0K | Q1 2026 |
| ROGCO, LP$300M AUM | 1.07% | $3M | 30.0K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.15% | $3M | 29.9K | Q1 2026 |
| Fonville Wealth Management LLC$525M AUM | 0.61% | $3M | 29.9K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.07% | $3M | 29.5K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.35% | $3M | 29.5K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $3M | 29.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 29.2K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.10% | $3M | 28.9K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.06% | $3M | 28.8K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 28.5K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.09% | $3M | 28.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 28.4K | Q1 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 2.63% | $3M | 28.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 28.0K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.74% | $3M | 27.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 27.6K | Q1 2026 |
| Brewster Financial Planning LLC$165M AUM | 1.77% | $3M | 27.4K | Q1 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.77% | $3M | 27.4K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.36% | $3M | 27.2K | Q1 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.29% | $3M | 27.0K | Q1 2026 |
| Highview Capital Management LLC/DE/$275M AUM | 1.04% | $3M | 26.9K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.14% | $3M | 26.6K | Q3 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.22% | $3M | 26.6K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.03% | $3M | 26.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.02% | $3M | 26.0K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.03% | $3M | 25.8K | Q4 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.77% | $3M | 25.9K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 25.8K | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 0.09% | $3M | 25.4K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.10% | $3M | 24.8K | Q1 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 0.18% | $3M | 24.5K | Q1 2026 |
| PENNEY FINANCIAL, LLC$261M AUM | 1.00% | $3M | 24.4K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.13% | $3M | 24.3K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.63% | $3M | 24.0K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 23.8K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $3M | 23.8K | Q1 2026 |
| Bonfire Financial$133M AUM | 1.90% | $3M | 23.7K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $3M | 23.6K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 23.5K | Q3 2025OLDER |
| Destination Wealth Management$3.9B AUM | 0.06% | $2M | 23.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $2M | 23.4K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.21% | $2M | 23.4K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.08% | $2M | 23.4K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.13% | $2M | 23.3K | Q1 2026 |
| Unison Advisors LLC$1.3B AUM | 0.19% | $2M | 23.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 23.3K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.70% | $2M | 23.0K | Q3 2025OLDER |
| Safir Wealth Advisors, LLC$154M AUM | 1.78% | $2M | 23.1K | Q1 2026 |
| Omega Financial Group, LLC$308M AUM | 0.79% | $2M | 22.8K | Q1 2026 |
| Pines Wealth Management, LLC$309M AUM | 0.77% | $2M | 22.4K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.49% | $2M | 22.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 22.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.15% | $2M | 22.4K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.57% | $2M | 22.3K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.62% | $2M | 22.2K | Q1 2026 |
| McBroom & Associates, LLC$180M AUM | 1.31% | $2M | 22.1K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.16% | $2M | 21.7K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.30% | $2M | 21.6K | Q1 2026 |
| Avant Financial Advisors LLC$161M AUM | 1.61% | $2M | 21.6K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.67% | $2M | 21.5K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.67% | $2M | 21.4K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.14% | $2M | 21.1K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.07% | $2M | 21.0K | Q1 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.32% | $2M | 21.0K | Q1 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 0.48% | $2M | 21.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 20.7K | Q1 2026 |
| Belleair Asset Management, LLC$110M AUM | 2.01% | $2M | 20.7K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.03% | $2M | 20.5K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 20.3K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 0.39% | $2M | 20.3K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 20.3K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.12% | $2M | 20.2K | Q1 2026 |
| Wiser Wealth Management, Inc$464M AUM | 0.46% | $2M | 20.0K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 0.56% | $2M | 19.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.07% | $2M | 19.8K | Q1 2026 |
| NDWM LLC$154M AUM | 1.36% | $2M | 19.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 19.2K | Q1 2026 |
| Evensky & Katz LLC$1.8B AUM | 0.12% | $2M | 19.1K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.83% | $2M | 18.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 18.7K | Q4 2025OLDER |
| Bravera Wealth$222M AUM | 0.90% | $2M | 18.7K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.25% | $2M | 18.7K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 18.7K | Q1 2026 |
| May Hill Capital, LLC$398M AUM | 0.49% | $2M | 18.4K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.13% | $2M | 18.3K | Q1 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 1.52% | $2M | 18.1K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.21% | $2M | 18.1K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.26% | $2M | 18.1K | Q1 2026 |
| WLTH Capital Management, LLC$156M AUM | 1.50% | $2M | 17.9K | Q1 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 0.79% | $2M | 17.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 17.8K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 17.7K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.39% | $2M | 17.6K | Q1 2026 |
| MAYPORT, LLC$538M AUM | 0.35% | $2M | 17.5K | Q1 2026 |
| Skyline Advisors, Inc.$287M AUM | 0.69% | $2M | 17.5K | Q2 2025OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.93% | $2M | 17.4K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 0.15% | $2M | 17.4K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.43% | $2M | 17.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 17.2K | Q4 2025OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 1.04% | $2M | 17.0K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.33% | $2M | 17.0K | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 0.14% | $2M | 16.8K | Q1 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 1.15% | $2M | 16.8K | Q1 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.09% | $2M | 16.8K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.14% | $2M | 16.7K | Q1 2026 |
| Cypress Capital Group$889M AUM | 0.20% | $2M | 16.7K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.59% | $2M | 16.6K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.04% | $2M | 16.6K | Q1 2026 |
| SFAM, LLC$108M AUM | 1.64% | $2M | 16.6K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 0.34% | $2M | 16.4K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 16.3K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.96% | $2M | 16.2K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 1.17% | $2M | 16.2K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.39% | $2M | 15.9K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $2M | 15.9K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.56% | $2M | 15.9K | Q1 2026 |
| New Vernon Capital Holdings II LLC$136M AUM | 0.77% | $2M | 15.7K | Q3 2025OLDER |
| IFG Advisors, LLC$611M AUM | 0.27% | $2M | 15.6K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.04% | $2M | 15.4K | Q1 2026 |
| Olde Wealth Management, LLC$316M AUM | 0.52% | $2M | 15.4K | Q1 2026 |
| Roth Financial Partners LLC$293M AUM | 0.56% | $2M | 15.4K | Q1 2026 |
| Evernest Financial Advisors, LLC$481M AUM | 0.34% | $2M | 15.2K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 15.2K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $2M | 15.1K | Q1 2026 |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.09% | $2M | 15.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.04% | $2M | 15.0K | Q2 2025OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.45% | $2M | 14.8K | Q1 2026 |
| ADE, LLC$209M AUM | 0.74% | $2M | 14.5K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.18% | $2M | 14.3K | Q1 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.37% | $1M | 14.1K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 0.42% | $1M | 14.1K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 0.25% | $1M | 14.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 13.9K | Q2 2025OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.12% | $1M | 13.9K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.13% | $1M | 13.9K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.05% | $1M | 13.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $1M | 13.8K | Q4 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.09% | $1M | 13.7K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.05% | $1M | 13.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 13.6K | Q4 2025OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.09% | $1M | 13.5K | Q1 2026 |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.03% | $1M | 13.5K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.49% | $1M | 13.4K | Q4 2025OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.59% | $1M | 13.3K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.13% | $1M | 13.3K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.73% | $1M | 13.3K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.30% | $1M | 13.1K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.04% | $1M | 13.1K | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.81% | $1M | 13.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 13.0K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.38% | $1M | 12.9K | Q4 2025OLDER |
| Veratis Advisors, Inc.$126M AUM | 1.09% | $1M | 12.9K | Q4 2025OLDER |
| DOHJ, LLC$0 AUM | 0.40% | $1M | 13.1K | Q2 2025OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 0.29% | $1M | 12.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 12.9K | Q1 2026 |
| Orange Investment Advisors, Inc.$772M AUM | 0.18% | $1M | 12.8K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.04% | $1M | 12.7K | Q1 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 0.19% | $1M | 12.6K | Q1 2026 |
| Boltwood Capital Management$436M AUM | 0.34% | $1M | 12.6K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $1M | 12.6K | Q1 2026 |
| Roan Capital Partners$121M AUM | 1.24% | $1M | 12.6K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.09% | $1M | 12.4K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.10% | $1M | 12.4K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 0.30% | $1M | 12.4K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.02% | $1M | 12.3K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.70% | $1M | 12.3K | Q1 2026 |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.41% | $1M | 12.2K | Q1 2026 |
| Peak Wealth Management LLC$122M AUM | 1.06% | $1M | 12.2K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $1M | 12.1K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.04% | $1M | 12.0K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 0.51% | $1M | 12.0K | Q2 2025OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.50% | $1M | 11.9K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.12% | $1M | 11.9K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.13% | $1M | 11.8K | Q2 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.07% | $1M | 11.8K | Q1 2026 |
| Strategic Financial Services, Inc.$2.1B AUM | 0.06% | $1M | 11.7K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.24% | $1M | 11.6K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $1M | 11.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 11.5K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.18% | $1M | 11.5K | Q1 2026 |
| Human Investing LLC$687M AUM | 0.18% | $1M | 11.5K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.18% | $1M | 11.5K | Q2 2025OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.36% | $1M | 11.4K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 11.4K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.16% | $1M | 11.3K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.05% | $1M | 11.3K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.02% | $1M | 11.3K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 11.2K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $1M | 11.2K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $1M | 11.2K | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.63% | $1M | 11.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.04% | $1M | 11.0K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.13% | $1M | 10.9K | Q1 2026 |
| Stewardship Advisors, LLC$435M AUM | 0.27% | $1M | 10.9K | Q1 2026 |
| Orin Green Financial, LLC$244M AUM | 0.47% | $1M | 10.8K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 10.8K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 0.15% | $1M | 10.7K | Q1 2026 |
| Bull Street Advisors, LLC$202M AUM | 0.56% | $1M | 10.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $1M | 10.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 10.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 10.5K | Q1 2026 |
| Avid Wealth Partners LLC$212M AUM | 0.53% | $1M | 10.5K | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.23% | $1M | 10.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 10.5K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.09% | $1M | 10.5K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.05% | $1M | 10.4K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 10.4K | Q3 2025OLDER |
| Exchange Bank$161M AUM | 0.76% | $1M | 10.4K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.64% | $1M | 10.3K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.07% | $1M | 10.2K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.40% | $1M | 10.2K | Q1 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.09% | $1M | 10.2K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.51% | $1M | 10.2K | Q1 2026 |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.03% | $1M | 10.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.08% | $1M | 10.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.08% | $1M | 10.0K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.04% | $1M | 10.0K | Q1 2026 |
| American Wealth Advisors, LLC$96M AUM | 1.10% | $1M | 9.9K | Q1 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.09% | $1M | 9.9K | Q1 2026 |
| Cosner Financial Group, LLC$182M AUM | 0.58% | $1M | 9.9K | Q1 2026 |
| Timonier Family Office, LTD.$315M AUM | 0.33% | $1M | 9.8K | Q4 2025OLDER |
| Vantage Point Financial LLC$285M AUM | 0.37% | $1M | 9.8K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.18% | $1M | 9.8K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 9.8K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.20% | $1M | 9.7K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.06% | $1M | 9.7K | Q1 2026 |
| MainStreet Investment Advisors LLC$665M AUM | 0.15% | $1M | 9.6K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.05% | $1M | 9.5K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.38% | $1M | 9.4K | Q1 2026 |
| 1ST SOURCE BANK$1.9B AUM | 0.05% | $996,095 | 9.4K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.17% | $983,073 | 9.2K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $980,668 | 9.2K | Q3 2025OLDER |
| DRAVO BAY LLC$246M AUM | 0.40% | $973,090 | 9.1K | Q1 2026 |
| Prairiewood Capital, LLC$346M AUM | 0.28% | $972,345 | 9.1K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.06% | $970,534 | 9.1K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.04% | $956,798 | 9.0K | Q4 2025OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.06% | $937,123 | 8.8K | Q1 2026 |
| Objective Capital Management, LLC$99M AUM | 0.94% | $936,123 | 8.8K | Q1 2026 |
| Wright Wealth LLC$149M AUM | 0.62% | $933,579 | 8.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.