USHYISHARES TR
CUSIP 46435U853 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (USHY) has 643 institutional holders in Filings Flow’s 13F database, together reporting 601.90M shares worth $22.1B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Prudential PLC, and Northern Trust Corp.
Institutional Holders
643
Q1 2026
Reported Value
$22.1B
Ticker
USHY
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 1.67% | $3.5B | 95.36M | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 13.26% | $2.3B | 61.46M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.16% | $1.2B | 33.70M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.14% | $930M | 25.24M | Q1 2026 |
| Corebridge Financial, Inc.$1.1B AUM | 77.50% | $846M | 23.18M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $845M | 22.93M | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 4.92% | $834M | 22.63M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.06% | $784M | 21.29M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.09% | $771M | 20.92M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.22% | $716M | 19.44M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.11% | $598M | 16.24M | Q1 2026 |
| Japan Science & Technology Agency$4.8B AUM | 10.96% | $528M | 14.32M | Q1 2026 |
| Ilmarinen Mutual Pension Insurance Co$12.7B AUM | 4.08% | $519M | 14.08M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.03% | $463M | 12.58M | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 3.14% | $412M | 11.28M | Q1 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.59% | $371M | 10.06M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.02% | $296M | 8.04M | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 15.11% | $262M | 7.10M | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.44% | $229M | 6.22M | Q1 2026 |
| TOEWS CORP /ADV$259M AUM | 31.11% | $214M | 5.72M | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.04% | $208M | 5.65M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $198M | 5.39M | Q1 2026 |
| NEPC LLC$5.0B AUM | 3.84% | $193M | 5.23M | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.10% | $192M | 5.22M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $188M | 5.15M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $180M | 4.88M | Q1 2026 |
| Polianta Ltd$809M AUM | 23.64% | $178M | 4.83M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $171M | 4.64M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.61% | $158M | 4.29M | Q1 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 2.27% | $138M | 3.75M | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 3.34% | $114M | 3.09M | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.19% | $112M | 3.05M | Q1 2026 |
| Silver Point Capital L.P.$1.3B AUM | 7.77% | $111M | 2.95M | Q2 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 2.64% | $96M | 2.61M | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.18% | $88M | 2.38M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $87M | 2.30M | Q3 2025OLDER |
| Ninety One UK Ltd$44.7B AUM | 0.20% | $85M | 2.29M | Q1 2026 |
| Kensington Asset Management, LLC$1.8B AUM | 4.45% | $82M | 2.22M | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.07% | $79M | 2.15M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.20% | $74M | 2.02M | Q1 2026 |
| South Dakota Investment Council$5.2B AUM | 1.38% | $72M | 1.96M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.10% | $72M | 1.96M | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.13% | $70M | 1.91M | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.10% | $69M | 1.88M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $67M | 1.82M | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $66M | 1.80M | Q1 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC$831M AUM | 7.72% | $64M | 1.71M | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 3.72% | $64M | 1.74M | Q1 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.36% | $63M | 1.67M | Q4 2025OLDER |
| Bricktown Capital, LLC$508M AUM | 11.25% | $57M | 1.55M | Q1 2026 |
| Liberty Mutual Group Asset Management Inc.$1.2B AUM | 4.38% | $55M | 1.49M | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 3.79% | $53M | 1.43M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.08% | $52M | 1.40M | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.56% | $50M | 1.35M | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 2.18% | $48M | 1.32M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $47M | 1.24M | Q4 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 3.88% | $46M | 1.26M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.07% | $46M | 1.25M | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.74% | $46M | 1.24M | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.10% | $44M | 1.19M | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.46% | $43M | 1.17M | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.37% | $43M | 1.17M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $41M | 1.12M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $41M | 1.11M | Q1 2026 |
| DSC Meridian Capital LP$325M AUM | 12.29% | $40M | 1.08M | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.46% | $40M | 1.08M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $39M | 1.07M | Q1 2026 |
| Angeles Investment Advisors, LLC$1.5B AUM | 2.22% | $39M | 1.05M | Q2 2025OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $38M | 1.03M | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 1.47% | $38M | 1.02M | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.66% | $38M | 1.02M | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.05% | $37M | 1.02M | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.04% | $37M | 1.01M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $37M | 1.00M | Q1 2026 |
| Roberts Financial Services LLC$314M AUM | 11.43% | $36M | 975.3K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.30% | $35M | 952.5K | Q1 2026 |
| Logan Stone Capital, LLC$360M AUM | 15.09% | $33M | 879.4K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.36% | $32M | 848.6K | Q3 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.20% | $30M | 817.1K | Q1 2026 |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.11% | $29M | 800.0K | Q1 2026 |
| Chandler Asset Management, Inc.$659M AUM | 4.40% | $29M | 787.9K | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.44% | $29M | 783.0K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $29M | 779.1K | Q1 2026 |
| BTS Asset Management, Inc.$26M AUM | 34.97% | $26M | 691.1K | Q4 2025OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.93% | $25M | 676.3K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.03% | $25M | 685.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.12% | $25M | 674.5K | Q1 2026 |
| Santa Clara Valley Transportation Authority$120M AUM | 20.23% | $24M | 660.5K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 2.64% | $24M | 650.1K | Q1 2026 |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.05% | $24M | 632.6K | Q1 2026 |
| a16z Perennial Management, L.P.$1.2B AUM | 1.79% | $23M | 226.4K | Q2 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.52% | $23M | 629.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $23M | 618.3K | Q1 2026 |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.53% | $22M | 610.7K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 9.30% | $22M | 596.6K | Q1 2026 |
| Alaska Permanent Fund Corp$1.6B AUM | 1.37% | $21M | 576.6K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $20M | 554.8K | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 3.07% | $20M | 554.2K | Q1 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 3.75% | $19M | 512.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.12% | $18M | 490.3K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.32% | $18M | 494.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $18M | 493.8K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $18M | 482.8K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.58% | $18M | 482.7K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.25% | $18M | 481.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $18M | 475.1K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.04% | $17M | 466.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.04% | $16M | 439.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $16M | 421.5K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 424.9K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $15M | 409.1K | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 0.62% | $15M | 417.7K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.15% | $15M | 412.2K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $15M | 410.0K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.17% | $15M | 409.4K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 3.35% | $15M | 396.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $14M | 390.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.17% | $14M | 375.6K | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 3.40% | $14M | 373.1K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $13M | 359.2K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.83% | $13M | 348.3K | Q1 2026 |
| CVS HEALTH Corp$212M AUM | 6.04% | $13M | 348.1K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 1.40% | $13M | 346.4K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.07% | $12M | 333.2K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 1.38% | $12M | 331.3K | Q1 2026 |
| CNO Financial Group, Inc.$174M AUM | 6.76% | $12M | 320.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.40% | $12M | 315.9K | Q1 2026 |
| JTC Employer Solutions Trustee Ltd$1.2B AUM | 0.96% | $11M | 310.2K | Q1 2026 |
| FC Advisory LLC$378M AUM | 3.18% | $11M | 295.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $10M | 279.3K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.53% | $10M | 271.9K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.93% | $10M | 262.8K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 1.86% | $10M | 262.0K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.63% | $10M | 260.4K | Q1 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 2.42% | $9M | 238.8K | Q1 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 1.02% | $9M | 235.6K | Q1 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 4.01% | $9M | 262.8K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $9M | 232.2K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.52% | $9M | 231.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.03% | $8M | 223.5K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.09% | $8M | 217.6K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.11% | $8M | 220.2K | Q1 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.24% | $8M | 212.8K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 210.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 206.3K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 203.5K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.28% | $7M | 201.4K | Q1 2026 |
| PAYDEN & RYGEL$1.3B AUM | 0.56% | $7M | 199.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.20% | $7M | 195.9K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.12% | $7M | 192.3K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.14% | $7M | 184.5K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 1.36% | $7M | 185.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.11% | $7M | 183.7K | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.18% | $7M | 179.7K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.35% | $7M | 179.8K | Q1 2026 |
| Cornerstone Management, Inc.$628M AUM | 1.04% | $6M | 176.4K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 176.7K | Q1 2026 |
| PPM AMERICA INC/IL$17M AUM | 39.01% | $6M | 175.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $6M | 174.7K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.15% | $6M | 173.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $6M | 173.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.22% | $6M | 171.8K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.75% | $6M | 171.3K | Q1 2026 |
| Heritage Family Offices, LLP$225M AUM | 2.74% | $6M | 167.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 162.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 160.0K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $6M | 159.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.09% | $6M | 159.6K | Q1 2026 |
| Angel Oak Capital Advisors, LLC$90M AUM | 6.51% | $6M | 158.9K | Q1 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.03% | $6M | 157.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $6M | 157.5K | Q1 2026 |
| Tolleson Wealth Management, Inc.$693M AUM | 0.83% | $6M | 153.5K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 153.4K | Q1 2026 |
| Aberdeen Group plc$61.9B AUM | 0.01% | $5M | 149.1K | Q1 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 2.97% | $5M | 147.2K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.30% | $5M | 145.3K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 1.64% | $5M | 144.6K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 143.6K | Q1 2026 |
| Little Harbor Advisors, LLC$168M AUM | 2.70% | $5M | 140.1K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.10% | $5M | 140.3K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.35% | $5M | 135.7K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.06% | $5M | 133.6K | Q4 2025OLDER |
| Twele Capital Management, Inc.$561M AUM | 0.89% | $5M | 135.5K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 2.18% | $5M | 135.1K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.69% | $5M | 134.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 133.2K | Q1 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 2.50% | $5M | 131.2K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $5M | 130.7K | Q1 2026 |
| Monument Capital Management$399M AUM | 1.20% | $5M | 127.2K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 128.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 127.1K | Q1 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.00% | $5M | 125.0K | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.27% | $5M | 123.5K | Q1 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.18% | $4M | 122.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $4M | 121.3K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 121.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 117.2K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.03% | $4M | 115.2K | Q1 2026 |
| Counterweight Ventures, LLC$178M AUM | 2.35% | $4M | 113.6K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 112.9K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.55% | $4M | 112.7K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.33% | $4M | 104.7K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.85% | $4M | 103.9K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 1.02% | $4M | 102.4K | Q1 2026 |
| American Trust$1.1B AUM | 0.33% | $4M | 101.8K | Q1 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.49% | $4M | 101.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $4M | 100.4K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 1.06% | $4M | 97.0K | Q4 2025OLDER |
| Marble Wealth, LLC$571M AUM | 0.63% | $4M | 97.8K | Q1 2026 |
| SWS Partners$405M AUM | 0.88% | $4M | 97.0K | Q1 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 0.62% | $4M | 96.0K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.26% | $4M | 95.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 95.1K | Q1 2026 |
| Strive Asset Management, LLC$0 AUM | 1.89% | $3M | 92.1K | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $3M | 93.7K | Q1 2026 |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 2.28% | $3M | 92.8K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.09% | $3M | 92.7K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.25% | $3M | 91.2K | Q1 2026 |
| DeLarme Wealth Management, Inc.$155M AUM | 2.16% | $3M | 91.2K | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 0.22% | $3M | 91.0K | Q1 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 1.21% | $3M | 87.5K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.06% | $3M | 88.8K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.33% | $3M | 82.8K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.58% | $3M | 80.1K | Q4 2025OLDER |
| LeConte Wealth Management, LLC$155M AUM | 1.94% | $3M | 81.3K | Q1 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.11% | $3M | 81.0K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.61% | $3M | 76.0K | Q3 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.36% | $3M | 75.1K | Q3 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.78% | $3M | 76.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 75.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.08% | $3M | 74.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 73.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 72.4K | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.08% | $3M | 71.7K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $3M | 70.6K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 71.6K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.16% | $3M | 71.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 71.0K | Q1 2026 |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.91% | $3M | 70.8K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $3M | 69.4K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $3M | 68.8K | Q1 2026 |
| Leeward Financial Partners, LLC$336M AUM | 0.75% | $3M | 68.2K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.19% | $2M | 66.7K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.34% | $2M | 66.4K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 65.3K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $2M | 64.3K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 63.7K | Q1 2026 |
| Q3 Asset Management$412M AUM | 0.56% | $2M | 63.1K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.12% | $2M | 63.0K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.17% | $2M | 62.6K | Q1 2026 |
| Unison Advisors LLC$1.3B AUM | 0.17% | $2M | 62.1K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.06% | $2M | 61.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 61.7K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.11% | $2M | 60.2K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.03% | $2M | 58.7K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $2M | 58.1K | Q1 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 1.59% | $2M | 58.1K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.04% | $2M | 56.9K | Q1 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.65% | $2M | 56.1K | Q1 2026 |
| Peak Planning Group, LLC$228M AUM | 0.58% | $2M | 55.0K | Q4 2025OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.26% | $2M | 55.1K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.06% | $2M | 54.7K | Q1 2026 |
| Innovative Wealth Building LLC$142M AUM | 1.41% | $2M | 54.6K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 54.3K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 0.55% | $2M | 52.6K | Q1 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 0.35% | $2M | 52.1K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.12% | $2M | 52.0K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.09% | $2M | 51.6K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.49% | $2M | 50.7K | Q4 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.11% | $2M | 50.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 50.3K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.14% | $2M | 48.8K | Q1 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.29% | $2M | 49.2K | Q1 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands$152M AUM | 1.18% | $2M | 48.5K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.28% | $2M | 47.2K | Q3 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.41% | $2M | 47.5K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.40% | $2M | 46.9K | Q1 2026 |
| Scott Marsh Financial, LLC$270M AUM | 0.64% | $2M | 45.8K | Q2 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.02% | $2M | 47.0K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 46.5K | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.28% | $2M | 45.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 44.2K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 44.1K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.06% | $2M | 44.9K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 44.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 44.9K | Q1 2026 |
| Vertex Investment Solutions Co., Ltd.$87M AUM | 1.90% | $2M | 45.0K | Q1 2026 |
| Neumann Capital Management, LLC$340M AUM | 0.48% | $2M | 44.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 44.0K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.16% | $2M | 43.1K | Q2 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 43.8K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $2M | 43.5K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.13% | $2M | 43.5K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.10% | $2M | 43.0K | Q1 2026 |
| Collaborative Fund Advisors, LLC$162M AUM | 0.97% | $2M | 42.8K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.35% | $2M | 42.6K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.26% | $2M | 42.4K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.15% | $2M | 42.2K | Q1 2026 |
| Tide Cove Capital Partners LLC$147M AUM | 1.05% | $2M | 41.5K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.03% | $2M | 41.4K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.11% | $2M | 41.1K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.10% | $2M | 40.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $1M | 40.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.17% | $1M | 39.4K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 1.09% | $1M | 0 | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 38.1K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 37.4K | Q3 2025OLDER |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.02% | $1M | 38.0K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $1M | 37.8K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $1M | 37.4K | Q1 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 0.86% | $1M | 37.1K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.07% | $1M | 36.9K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.36% | $1M | 36.3K | Q2 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $1M | 36.0K | Q3 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.04% | $1M | 36.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 36.1K | Q2 2025OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.95% | $1M | 36.7K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 36.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 36.6K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 35.6K | Q4 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.05% | $1M | 35.5K | Q4 2025OLDER |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 35.9K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.52% | $1M | 35.2K | Q1 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.19% | $1M | 34.8K | Q1 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.17% | $1M | 34.7K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 34.5K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 34.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 33.9K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.33% | $1M | 33.0K | Q3 2025OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.09% | $1M | 33.0K | Q4 2025OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.40% | $1M | 33.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 33.1K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.19% | $1M | 33.2K | Q1 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.17% | $1M | 32.7K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.06% | $1M | 32.2K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.95% | $1M | 32.0K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 31.9K | Q1 2026 |
| Vestwell Advisors, LLC$365M AUM | 0.32% | $1M | 31.8K | Q1 2026 |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.68% | $1M | 31.6K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.10% | $1M | 30.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 30.3K | Q4 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.51% | $1M | 30.5K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.01% | $1M | 29.9K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.33% | $1M | 29.6K | Q1 2026 |
| Frontier Asset Management, LLC$477M AUM | 0.23% | $1M | 29.3K | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $1M | 28.4K | Q2 2025OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.12% | $1M | 28.6K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.30% | $1M | 28.5K | Q1 2026 |
| Ninety One North America, Inc.$2.2B AUM | 0.05% | $1M | 28.5K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $1M | 28.4K | Q1 2026 |
| Forum Finance Group S.A.$184M AUM | 0.56% | $1M | 35.3K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.52% | $1M | 27.8K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $1M | 27.0K | Q2 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.07% | $1M | 27.3K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 27.2K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $986,723 | 26.8K | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.22% | $951,553 | 25.8K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.53% | $946,386 | 25.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $939,835 | 25.5K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 0.12% | $938,617 | 25.5K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $923,505 | 25.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $919,652 | 25.0K | Q1 2026 |
| Portfolio Strategies, Inc.$811M AUM | 0.11% | $904,017 | 24.5K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 0.27% | $897,147 | 24.0K | Q4 2025OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.29% | $883,005 | 24.0K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.01% | $881,802 | 23.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $858,424 | 23.4K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $858,151 | 23.3K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.03% | $854,461 | 23.2K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.06% | $852,368 | 23.1K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.05% | $850,101 | 23.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $847,116 | 23.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $836,295 | 22.7K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $819,432 | 22.2K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $810,493 | 22.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.05% | $806,546 | 21.9K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $792,738 | 21.2K | Q4 2025OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.29% | $790,270 | 21.5K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $788,560 | 21.4K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.02% | $772,297 | 21.0K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $762,311 | 20.7K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.02% | $755,174 | 20.1K | Q2 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $753,631 | 20.5K | Q1 2026 |
| Petix & Botte Co$449M AUM | 0.17% | $743,208 | 20.2K | Q1 2026 |
| Israel Discount Bank of New York$54M AUM | 1.60% | $727,479 | 19.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $723,060 | 19.6K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $716,465 | 19.4K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.21% | $709,291 | 19.3K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.05% | $698,155 | 19.0K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $693,098 | 18.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $676,909 | 18.4K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.09% | $673,582 | 18.3K | Q1 2026 |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.10% | $671,704 | 18.2K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.19% | $671,028 | 18.2K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.12% | $667,560 | 12.9K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.09% | $661,996 | 18.0K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $659,760 | 17.6K | Q4 2025OLDER |
| David Kennon Inc$279M AUM | 0.23% | $653,836 | 17.7K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.37% | $651,895 | 17.3K | Q3 2025OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.17% | $651,852 | 17.7K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.07% | $649,327 | 17.4K | Q4 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $643,632 | 17.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $641,652 | 17.1K | Q2 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $641,204 | 17.4K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.05% | $627,000 | 16.6K | Q3 2025OLDER |
| First PREMIER Bank$433M AUM | 0.14% | $626,000 | 17.0K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.05% | $619,612 | 16.8K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $615,148 | 16.4K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $612,105 | 16.6K | Q1 2026 |
| Euro Pacific Asset Management, LLC$1.0B AUM | 0.06% | $608,000 | 16.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $603,366 | 16.4K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $602,228 | 16.3K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $589,440 | 16.0K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $589,319 | 16.0K | Q1 2026 |
| Liberty Capital Management, Inc.$537M AUM | 0.11% | $568,516 | 15.2K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $566,384 | 15.4K | Q1 2026 |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.02% | $563,836 | 15.3K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.03% | $559,121 | 15.2K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.01% | $558,753 | 15.0K | Q1 2026 |
| St. Clair Advisors, LLC$389M AUM | 0.15% | $553,742 | 15.0K | Q1 2026 |
| Clarity Capital Partners LLC$280M AUM | 0.20% | $547,158 | 14.6K | Q2 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $544,688 | 14.8K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $536,906 | 14.6K | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.01% | $536,759 | 14.6K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.04% | $532,205 | 14.4K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.05% | $531,970 | 14.4K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $527,291 | 14.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $525,565 | 14.3K | Q1 2026 |
| Pines Wealth Management, LLC$309M AUM | 0.17% | $521,913 | 14.2K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $521,382 | 14.2K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.06% | $519,313 | 14.1K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.03% | $518,928 | 14.1K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $511,855 | 13.9K | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.15% | $501,208 | 13.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $499,749 | 13.6K | Q1 2026 |
| Covestor Ltd$144M AUM | 0.34% | $497,000 | 13.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $485,215 | 13.1K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $483,895 | 13.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $474,182 | 12.9K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $466,026 | 12.7K | Q1 2026 |
| INVESTED ADVISORS$99M AUM | 0.47% | $463,327 | 12.6K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.10% | $463,180 | 12.3K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $462,895 | 12.6K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.15% | $462,597 | 12.6K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.07% | $454,863 | 12.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $454,600 | 12.4K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 0.26% | $453,360 | 12.0K | Q3 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.09% | $446,773 | 12.1K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.09% | $443,775 | 12.0K | Q1 2026 |
| Adams Wealth Management$455M AUM | 0.10% | $443,775 | 12.0K | Q1 2026 |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.10% | $442,448 | 12.0K | Q1 2026 |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.01% | $437,521 | 11.7K | Q4 2025OLDER |
| Brooklyn FI, LLC$476M AUM | 0.09% | $436,075 | 11.8K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.09% | $435,707 | 11.8K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $435,166 | 11.6K | Q4 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $431,389 | 11.5K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $430,600 | 11.7K | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.13% | $428,339 | 11.6K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $427,238 | 11.6K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.05% | $425,760 | 11.6K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $420,699 | 11.3K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.11% | $420,050 | 11.4K | Q1 2026 |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.04% | $418,502 | 11.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $415,377 | 11.1K | Q4 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.09% | $410,372 | 10.9K | Q2 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $406,792 | 11.0K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.04% | $405,793 | 11.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $405,756 | 11.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $400,119 | 10.9K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.26% | $394,262 | 10.7K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.11% | $393,060 | 10.5K | Q2 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $387,513 | 10.5K | Q1 2026 |
| GW&K Investment Management, LLC$11.3B AUM | 0.00% | $387,000 | 10.5K | Q1 2026 |
| PUREfi Wealth, LLC$153M AUM | 0.25% | $385,345 | 10.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $383,969 | 10.4K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $383,917 | 10.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $376,100 | 10.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $375,591 | 10.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $374,242 | 10.2K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $373,950 | 10.0K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $371,580 | 10.1K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $369,000 | 10.0K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.03% | $361,253 | 9.8K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $360,471 | 9.8K | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.23% | $358,880 | 9.6K | Q4 2025OLDER |
| PURSUIT WEALTH STRATEGIES, LLC$72M AUM | 0.50% | $358,307 | 9.7K | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 0.11% | $357,495 | 9.7K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $354,542 | 9.6K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.12% | $354,000 | 9.7K | Q1 2026 |
| Geometric Wealth Advisors$799M AUM | 0.04% | $353,068 | 9.6K | Q1 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.03% | $352,277 | 9.6K | Q1 2026 |
| ARWA LLC$202M AUM | 0.17% | $346,987 | 9.3K | Q1 2026 |
| Carter Financial Group, INC.$162M AUM | 0.21% | $345,294 | 9.4K | Q1 2026 |
| CPA Asset Management Group, LLC$347M AUM | 0.12% | $344,749 | 9.4K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $343,473 | 9.2K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $343,350 | 9.3K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.23% | $343,324 | 9.1K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $342,382 | 9.3K | Q1 2026 |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.16% | $342,341 | 9.2K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $341,275 | 9.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.