SUSCISHARES TR
CUSIP 46435G193 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (SUSC) has 292 institutional holders in Filings Flow’s 13F database, together reporting 52.77M shares worth $1.2B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Jpmorgan Chase & Co, and Wealthfront Advisers LLC.
Institutional Holders
292
Q1 2026
Reported Value
$1.2B
Ticker
SUSC
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Avise Financial Cooperative, Inc.$121M AUM | 6.02% | $7M | 314.5K | Q1 2026 |
| IMPACTfolio, LLC$235M AUM | 5.93% | $14M | 603.4K | Q1 2026 |
| Invera Wealth Advisors, LLC$156M AUM | 3.61% | $6M | 243.1K | Q1 2026 |
| Stanich Group LLC$131M AUM | 3.40% | $6M | 235.9K | Q3 2025OLDER |
| Archer Investment Management, LLC$293M AUM | 2.38% | $6M | 244.4K | Q1 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 1.92% | $2M | 100.0K | Q1 2026 |
| Colorado Capital Management, Inc.$293M AUM | 1.77% | $5M | 204.8K | Q1 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.09% | $2M | 91.2K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.92% | $7M | 318.5K | Q1 2026 |
| Midwest Financial Partners Investments, Inc.$189M AUM | 0.83% | $2M | 67.8K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.82% | $2M | 72.2K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.69% | $4M | 156.8K | Q4 2025OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.65% | $1M | 54.1K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.64% | $5M | 202.4K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 0.63% | $1M | 59.8K | Q2 2025OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.57% | $4M | 181.4K | Q1 2026 |
| Kelsey Financial, LLC$114M AUM | 0.55% | $627,888 | 27.1K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.53% | $5M | 218.9K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.51% | $2M | 96.6K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.49% | $2M | 69.8K | Q1 2026 |
| Skyline Advisors, Inc.$287M AUM | 0.47% | $1M | 58.1K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.47% | $1M | 51.4K | Q1 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.38% | $1M | 47.4K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.38% | $2M | 81.0K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.33% | $361,998 | 15.6K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.32% | $339,286 | 14.7K | Q1 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.32% | $726,752 | 31.3K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.32% | $1M | 52.1K | Q1 2026 |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.31% | $828,497 | 35.4K | Q4 2025OLDER |
| Asempa Wealth Advisors$115M AUM | 0.30% | $345,295 | 15.0K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.28% | $50M | 2.16M | Q1 2026 |
| Traveka Wealth, LLC$262M AUM | 0.27% | $709,194 | 30.7K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.26% | $542,348 | 23.4K | Q1 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.26% | $326,051 | 14.1K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.25% | $829,903 | 35.9K | Q1 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 0.25% | $394,428 | 17.0K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.24% | $1M | 62.0K | Q1 2026 |
| Evergreen Private Wealth LLC$247M AUM | 0.23% | $580,641 | 25.1K | Q1 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.23% | $872,662 | 37.7K | Q1 2026 |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.22% | $452,597 | 19.6K | Q1 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.22% | $530,478 | 22.9K | Q1 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.22% | $266,936 | 11.5K | Q2 2025OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.22% | $351,738 | 15.2K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.20% | $294,145 | 12.7K | Q1 2026 |
| Five Pine Wealth Management$161M AUM | 0.20% | $321,555 | 13.9K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.20% | $230,620 | 10.0K | Q1 2026 |
| Keystone Financial Services$341M AUM | 0.19% | $637,790 | 27.6K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.18% | $84M | 3.63M | Q1 2026 |
| Navigation Group, LLC$427M AUM | 0.18% | $782,659 | 33.8K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.18% | $183,945 | 8.0K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.18% | $632,289 | 27.3K | Q1 2026 |
| Neumann Capital Management, LLC$340M AUM | 0.18% | $607,365 | 26.3K | Q1 2026 |
| Acorns Advisers, LLC$13.5B AUM | 0.18% | $24M | 1.03M | Q1 2026 |
| Vantus Wealth LLC$136M AUM | 0.18% | $239,319 | 10.2K | Q4 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.18% | $1M | 54.1K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.17% | $293,912 | 12.6K | Q4 2025OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.17% | $371,638 | 16.1K | Q1 2026 |
| GTS FINANCIAL, LLC$126M AUM | 0.17% | $212,521 | 9.2K | Q1 2026 |
| EQ LLC$355M AUM | 0.15% | $538,164 | 23.3K | Q1 2026 |
| GreatBanc Trust CO$143M AUM | 0.15% | $208,239 | 9.0K | Q1 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 0.14% | $1M | 44.6K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 0.14% | $203,128 | 8.7K | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.14% | $1M | 55.1K | Q1 2026 |
| Vision Capital Management, Inc.$792M AUM | 0.14% | $1M | 46.6K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.13% | $17M | 741.8K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.13% | $230,822 | 10.0K | Q1 2026 |
| Keener Financial Planning LLC$238M AUM | 0.13% | $311,000 | 13.4K | Q1 2026 |
| MA Private Wealth$591M AUM | 0.13% | $756,510 | 32.7K | Q1 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.13% | $308,968 | 13.4K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.13% | $2M | 71.0K | Q1 2026 |
| Peak Financial Management, Inc.$394M AUM | 0.13% | $498,505 | 21.5K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.12% | $397,251 | 17.2K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.12% | $527,967 | 22.8K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.12% | $3M | 144.3K | Q1 2026 |
| Finley Financial, LLC$248M AUM | 0.12% | $251,044 | 10.8K | Q1 2026 |
| Copperleaf Capital, LLC$209M AUM | 0.12% | $244,223 | 10.4K | Q3 2025OLDER |
| Capasso Planning Partners LLC$185M AUM | 0.12% | $214,324 | 9.3K | Q1 2026 |
| Midwest Capital Advisors, LLC$214M AUM | 0.11% | $241,192 | 10.4K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.11% | $1M | 57.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.11% | $6M | 252.8K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 0.10% | $447,136 | 19.3K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.10% | $305,755 | 13.2K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.10% | $4M | 155.7K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 0.10% | $373,345 | 16.1K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.10% | $886,336 | 38.3K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.10% | $966,020 | 41.8K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 0.09% | $242,719 | 10.5K | Q2 2025OLDER |
| Veridan Wealth LLC$270M AUM | 0.08% | $229,449 | 9.9K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 0.08% | $602,203 | 25.8K | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.08% | $86,756 | 3.8K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.08% | $2M | 86.1K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.08% | $226,000 | 9.8K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.08% | $499,243 | 21.6K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.07% | $763,152 | 33.0K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.07% | $963,613 | 41.2K | Q4 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.07% | $5M | 205.6K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.07% | $37M | 1.59M | Q1 2026 |
| American Money Management, LLC$632M AUM | 0.07% | $435,845 | 18.8K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $337,116 | 14.6K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.07% | $515,785 | 22.3K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.07% | $2M | 98.5K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.07% | $806,624 | 34.2K | Q3 2025OLDER |
| PAYDEN & RYGEL$1.3B AUM | 0.06% | $823,000 | 35.6K | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 0.06% | $1M | 56.4K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.06% | $470,407 | 20.4K | Q1 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.06% | $212,220 | 9.1K | Q4 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.06% | $208,647 | 8.9K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $230M | 9.93M | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.06% | $231,169 | 10.0K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.06% | $270,905 | 11.7K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.06% | $793,809 | 34.3K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.06% | $4M | 184.4K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.06% | $343,115 | 14.8K | Q1 2026 |
| Level Financial Advisors$392M AUM | 0.06% | $215,022 | 9.2K | Q4 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $545,263 | 23.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $6M | 239.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.05% | $1M | 56.6K | Q3 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $331,481 | 14.4K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.05% | $205,046 | 8.9K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.05% | $1M | 49.8K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $456,152 | 19.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.05% | $19M | 818.8K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.05% | $659,028 | 28.5K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.05% | $3M | 121.1K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.05% | $244,671 | 10.4K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $60,991 | 2.6K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $74,249 | 3.2K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.04% | $216,508 | 9.3K | Q4 2025OLDER |
| Rockport Wealth LLC$549M AUM | 0.04% | $239,036 | 10.3K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.04% | $579,541 | 24.9K | Q2 2025OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.04% | $250,859 | 10.8K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.04% | $361,735 | 15.6K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.04% | $92,873 | 4.0K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $751,606 | 32.5K | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.04% | $2M | 90.4K | Q4 2025OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.04% | $280,799 | 12.1K | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.04% | $145,694 | 6.3K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.04% | $701,248 | 30.3K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.04% | $900,126 | 38.9K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.04% | $55,774 | 2.4K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.04% | $273,441 | 11.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 48.1K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 53.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 223.0K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $739,666 | 32.0K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 0.03% | $36,843 | 1.6K | Q2 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $120,223 | 5.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 469.3K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $5M | 210.4K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $919,016 | 39.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 48.8K | Q2 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 60.3K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.03% | $891,612 | 38.5K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.03% | $86,628 | 3.7K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $471,038 | 20.4K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 63.9K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.03% | $53,611 | 2.3K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.03% | $64,439 | 2.8K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.02% | $63,311 | 2.7K | Q2 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.02% | $119,379 | 5.1K | Q3 2025OLDER |
| Financial Gravity Companies, Inc.$509M AUM | 0.02% | $123,630 | 5.3K | Q2 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 91.2K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $47,589 | 2.1K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.02% | $2M | 83.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $21M | 928.3K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 54.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 59.8K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 0.02% | $550,714 | 23.8K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.02% | $358,958 | 15.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 127.4K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.02% | $120,964 | 5.2K | Q1 2026 |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $218,953 | 9.5K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.02% | $429,994 | 18.3K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.02% | $30M | 1.31M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $77M | 3.34M | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $224,574 | 9.7K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 59.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 63.0K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $252,729 | 11.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $594,958 | 25.4K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 74.5K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.02% | $1M | 45.9K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $508,288 | 22.0K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.02% | $524,485 | 22.7K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $261,179 | 11.2K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.02% | $69,414 | 3.0K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $492,414 | 21.1K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 351.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $6M | 271.6K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $201,468 | 8.7K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $589,925 | 25.5K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $277,977 | 12.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $6M | 268.2K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.02% | $392,156 | 16.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 68.9K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 0.01% | $41,648 | 1.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 74.7K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $206,065 | 8.7K | Q3 2025OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.01% | $46,530 | 2.0K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.01% | $543,216 | 23.4K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 48.6K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $280,105 | 11.9K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $3M | 121.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $231,981 | 10.0K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $157,202 | 6.8K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $590,867 | 25.4K | Q2 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $421,384 | 18.2K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $398,200 | 17.2K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $6M | 262.6K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.01% | $443,000 | 18.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $250,077 | 10.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 65.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $453,013 | 19.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 120.7K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $244,473 | 10.6K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $382,000 | 16.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $73M | 3.17M | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $226,302 | 9.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $340,012 | 14.7K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.01% | $25,128 | 1.1K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $6M | 243.2K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.01% | $213,839 | 9.2K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $16,463 | 704 | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.01% | $639,187 | 27.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $267,914 | 11.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 76.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 77.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 104.4K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $38M | 1.62M | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $776,224 | 33.5K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $595,310 | 25.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $714,531 | 30.9K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $436,840 | 18.9K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.01% | $202,686 | 8.8K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.01% | $10,042 | 434 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.01% | $154,200 | 6.5K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $684,681 | 29.3K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $105M | 4.55M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $19M | 832.8K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $61,130 | 2.6K | Q3 2025OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $145,884 | 6.3K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $82,324 | 3.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 180.9K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $272,276 | 11.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 190.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $127,225 | 5.4K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $476,387 | 20.6K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.01% | $16,262 | 690 | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $576,723 | 24.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 45.0K | Q2 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $72,245 | 3.1K | Q2 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $2M | 77.8K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $313,635 | 13.4K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $97,059 | 4.2K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $880,853 | 38.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $317,796 | 13.7K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $76,493 | 3.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $203,149 | 8.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $954,339 | 41.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 98.6K | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $12,610 | 545 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 49.0K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $24,374 | 1.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $707,690 | 30.6K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $215,747 | 9.2K | Q4 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $208,740 | 9.0K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $5,137 | 222 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $19,945 | 862 | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $320,199 | 13.8K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $14,785 | 639 | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $270,799 | 11.5K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $227,582 | 9.8K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $77,396 | 3.3K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $13M | 571.6K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $110,968 | 4.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $247,887 | 10.7K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $19,110 | 826 | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $187,809 | 8.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $160,067 | 6.8K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 75.7K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $216,083 | 9.3K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $133,667 | 5.8K | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $2,956 | 128 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $20,865 | 902 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 465.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 272.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $350,577 | 15.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $10M | 433.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 54.3K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $20,362 | 880 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $26,423 | 1.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 68.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $952,019 | 41.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $45,124 | 1.9K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $23,429 | 1.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $76,544 | 3.3K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 320.2K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $25M | 1.06M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $309,894 | 13.3K | Q4 2025OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $14,762 | 638 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 44.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $219,617 | 9.5K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 835.5K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $3,194 | 138 | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $14,912 | 638 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $15,734 | 680 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $24,852 | 1.1K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 72.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $907,251 | 39.2K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $1,997 | 86 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $583,625 | 25.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $124,553 | 5.4K | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 0.00% | $8,561 | 370 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 383.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $445,335 | 19.2K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $76,493 | 3.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $328,301 | 14.2K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $2,058 | 88 | Q4 2025OLDER |
| Financial Life Planners$130M AUM | 0.00% | $742 | 32 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $23,765 | 1.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $25,220 | 1.1K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $174,612 | 7.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $277,994 | 12.0K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $1,342 | 58 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $399,349 | 17.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $840,090 | 36.7K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $3,376 | 146 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 73.6K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $7,999 | 342 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $25,775 | 1.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $1,249 | 54 | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $286,834 | 12.3K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $725 | 31 | Q4 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $79,000 | 3.4K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $67,722 | 2.9K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $751,351 | 32.3K | Q2 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.00% | $3,763 | 162 | Q2 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $96 | 4 | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $2,429 | 105 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $586,691 | 24.9K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $985 | 43 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $100,678 | 4.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $671 | 29 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $39,079 | 1.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,597 | 69 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $48,844 | 2.1K | Q1 2026 |
| GW&K Investment Management, LLC$11.3B AUM | 0.00% | $2,000 | 93 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $11,412 | 488 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $454 | 19 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $148,984 | 6.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,031 | 131 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3,216 | 139 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $21 | 1 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $46 | 2 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.