SUSLISHARES TR
CUSIP 46435U218 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (SUSL) has 193 institutional holders in Filings Flow’s 13F database, together reporting 5.82M shares worth $660M as of Q1 2026. The largest reported holders are Bank Of Italy, Mercer Global Advisors Inc /Adv, and FMR LLC.
Institutional Holders
193
Q1 2026
Reported Value
$660M
Ticker
SUSL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bank of Italy$2.2B AUM | 4.56% | $101M | 887.8K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.12% | $80M | 706.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $52M | 455.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $49M | 443.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $43M | 376.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.02% | $23M | 205.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $23M | 202.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.09% | $22M | 190.8K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 2.46% | $18M | 156.0K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $13M | 114.5K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.14% | $9M | 82.3K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.25% | $9M | 80.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 79.6K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.39% | $9M | 78.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.09% | $9M | 77.3K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $8M | 73.5K | Q2 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.24% | $7M | 65.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $7M | 62.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 62.3K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.87% | $7M | 61.8K | Q1 2026 |
| Xena Financial Planning, LLC$89M AUM | 7.68% | $7M | 59.9K | Q1 2026 |
| W ADVISORS, LLC$195M AUM | 3.10% | $6M | 53.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 52.0K | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 1.62% | $6M | 50.8K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.21% | $6M | 51.0K | Q1 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 2.16% | $6M | 49.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 41.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 39.3K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.04% | $5M | 40.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 37.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 32.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 28.5K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.31% | $3M | 28.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 25.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 23.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 23.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 22.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 20.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 22.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $3M | 22.2K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 21.6K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 19.1K | Q1 2026 |
| Omega Financial Group, LLC$308M AUM | 0.69% | $2M | 18.8K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.42% | $2M | 17.5K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.14% | $2M | 15.7K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.25% | $2M | 17.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 16.6K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.09% | $2M | 15.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 16.4K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 16.4K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.51% | $2M | 16.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 19.0K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.04% | $2M | 15.6K | Q1 2026 |
| Values Added Financial LLC$238M AUM | 0.74% | $2M | 15.5K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.19% | $2M | 15.2K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 0.03% | $2M | 13.5K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.22% | $2M | 13.5K | Q1 2026 |
| Obsido Oy$165M AUM | 0.92% | $2M | 13.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 12.6K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.19% | $1M | 12.1K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 0.11% | $1M | 11.6K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.11% | $1M | 9.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 9.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 8.5K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 9.5K | Q2 2025OLDER |
| My Legacy Advisors, LLC$281M AUM | 0.35% | $989,736 | 9.0K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $967,213 | 8.5K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $958,152 | 8.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $953,178 | 8.3K | Q1 2026 |
| Martin Worley Group$204M AUM | 0.46% | $947,412 | 8.7K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $900,414 | 7.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $886,303 | 8.2K | Q2 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.04% | $885,297 | 7.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $872,354 | 7.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $844,976 | 7.4K | Q1 2026 |
| IMS Capital Management$217M AUM | 0.39% | $838,387 | 7.2K | Q3 2025OLDER |
| Friedenthal Financial$217M AUM | 0.41% | $827,141 | 7.3K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.17% | $824,187 | 7.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $821,506 | 7.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $814,620 | 7.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $751,380 | 6.8K | Q1 2026 |
| GTS FINANCIAL, LLC$126M AUM | 0.56% | $711,485 | 7.4K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.05% | $699,679 | 6.2K | Q1 2026 |
| Aries Wealth Management$455M AUM | 0.15% | $687,409 | 6.1K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.03% | $666,786 | 6.2K | Q2 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $654,237 | 5.8K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.05% | $649,920 | 5.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $649,125 | 5.7K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $636,000 | 5.6K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.03% | $632,392 | 5.6K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.06% | $618,339 | 5.4K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $600,504 | 5.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $594,369 | 5.2K | Q1 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.03% | $574,027 | 5.0K | Q1 2026 |
| JGP Wealth Management, LLC$1.1B AUM | 0.06% | $542,339 | 4.8K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.05% | $540,492 | 4.8K | Q1 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.35% | $533,364 | 4.7K | Q1 2026 |
| SmartHarvest Portfolios, LLC$240M AUM | 0.22% | $528,782 | 4.7K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.03% | $527,752 | 4.5K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $514,847 | 4.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $512,529 | 4.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $512,073 | 4.5K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.21% | $508,806 | 4.5K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $471,905 | 4.2K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.17% | $470,037 | 4.1K | Q1 2026 |
| SkyView Investment Advisors, LLC$743M AUM | 0.06% | $468,000 | 4.1K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $467,929 | 4.1K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.00% | $454,410 | 4.0K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $454,183 | 4.0K | Q1 2026 |
| Madson Wealth Advisors Inc$120M AUM | 0.36% | $430,767 | 3.8K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 0.20% | $428,850 | 3.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $423,397 | 3.7K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.03% | $413,287 | 3.6K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.05% | $409,962 | 3.6K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.12% | $400,587 | 3.3K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.01% | $398,591 | 3.5K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $387,121 | 3.4K | Q1 2026 |
| Horizon Wealth Management, LLC$682M AUM | 0.06% | $386,734 | 3.4K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $366,028 | 3.2K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.12% | $359,825 | 3.1K | Q1 2026 |
| Balance Wealth, LLC$322M AUM | 0.11% | $358,608 | 3.2K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 0.02% | $353,531 | 3.1K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.08% | $343,193 | 3.0K | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 0.03% | $341,024 | 3.0K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 0.13% | $340,798 | 3.0K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $334,151 | 3.1K | Q2 2025OLDER |
| BOS Asset Management, LLC$392M AUM | 0.08% | $326,267 | 2.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $323,199 | 2.8K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $323,199 | 2.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $321,231 | 2.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $320,246 | 2.8K | Q1 2026 |
| Bigelow Investment Advisors, LLC$250M AUM | 0.13% | $319,223 | 2.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $318,945 | 2.7K | Q3 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $317,746 | 2.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $315,745 | 2.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $314,793 | 2.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $313,884 | 2.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $311,613 | 2.7K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.01% | $309,567 | 2.7K | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 0.19% | $304,645 | 2.8K | Q2 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $297,379 | 2.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $297,298 | 2.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $294,799 | 2.6K | Q1 2026 |
| Ridgeline Wealth, LLC$171M AUM | 0.21% | $290,615 | 2.6K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $289,697 | 2.5K | Q1 2026 |
| Vested Financial Planning, LLC$131M AUM | 0.22% | $289,619 | 2.5K | Q1 2026 |
| Peak Retirement Planning, Inc.$501M AUM | 0.06% | $289,566 | 2.5K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.02% | $287,922 | 2.4K | Q3 2025OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 0.24% | $284,870 | 2.5K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.05% | $278,440 | 2.5K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.04% | $278,421 | 2.2K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $276,834 | 2.6K | Q2 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $268,620 | 2.4K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $265,148 | 2.3K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.05% | $262,906 | 2.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $262,486 | 2.3K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.02% | $253,180 | 2.2K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $252,652 | 2.2K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $249,926 | 2.2K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $239,940 | 2.0K | Q3 2025OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.03% | $239,020 | 2.1K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.14% | $238,730 | 2.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $236,953 | 2.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $219,282 | 1.9K | Q1 2026 |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.08% | $217,095 | 1.9K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.00% | $215,958 | 1.9K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.01% | $215,006 | 1.8K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $211,528 | 1.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $206,530 | 1.8K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $206,075 | 1.8K | Q1 2026 |
| Meridian Financial Partners LLC$263M AUM | 0.08% | $204,622 | 1.7K | Q4 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $204,000 | 1.8K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $202,440 | 1.8K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $194,147 | 1.7K | Q1 2026 |
| First Pacific Financial$777M AUM | 0.02% | $192,478 | 1.7K | Q1 2026 |
| Evergreen Private Wealth LLC$247M AUM | 0.07% | $171,956 | 1.4K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $169,155 | 1.5K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.05% | $163,359 | 1.4K | Q1 2026 |
| Your Advocates Ltd., LLP$328M AUM | 0.05% | $161,008 | 1.4K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $154,251 | 1.3K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $141,432 | 1.2K | Q1 2026 |
| Family Capital Trust Co$276M AUM | 0.05% | $136,320 | 1.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $120,054 | 990 | Q4 2025OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.06% | $119,737 | 1.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $116,783 | 1.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $97,698 | 860 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $93,490 | 823 | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 0.01% | $72,706 | 640 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $64,086 | 564 | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $61,392 | 567 | Q2 2025OLDER |
| Clean Yield Group$355M AUM | 0.02% | $55,176 | 455 | Q4 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $52,000 | 458 | Q1 2026 |
| Community Financial Services Group, LLC$686M AUM | 0.01% | $50,927 | 444 | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.02% | $46,566 | 384 | Q4 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $45,559 | 420 | Q2 2025OLDER |
| Midway Capital Research & Management$106M AUM | 0.04% | $45,441 | 400 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $40,897 | 360 | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.04% | $36,643 | 302 | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $36,353 | 320 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $33,967 | 299 | Q1 2026 |
| Navalign, LLC$396M AUM | 0.01% | $32,621 | 269 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $30,332 | 267 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $28,401 | 250 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $26,216 | 216 | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $23,857 | 210 | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.01% | $20,448 | 180 | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.00% | $19,540 | 172 | Q1 2026 |
| Capitol Family Office, Inc.$85M AUM | 0.02% | $18,796 | 155 | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $16,563 | 142 | Q1 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.01% | $14,627 | 129 | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $13,033 | 115 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $12,000 | 97 | Q4 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $11,134 | 98 | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $9,545 | 75 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,520 | 75 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $6,574 | 57 | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $5,226 | 46 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $4,000 | 32 | Q4 2025OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $3,295 | 29 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $2,841 | 25 | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.00% | $2,386 | 21 | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $909 | 8 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $361 | 3 | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $5 | 0 | 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.