iShares MSCI Acwi ETFACWIETF

13F holders, Q2 2024 (June 30)
683holders +26
59new positions
34sold out
6famous investors
$112.20avg. 13F price*

At the end of Q2 2024, 683 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 26 from Q1 2024. 59 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($882.1M), Johns Hopkins University ($667.2M) and BNP Paribas Financial Markets ($619.4M). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares MSCI Acwi ETF
CUSIP
464288257
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 657Q1 2024Q2 2024: 683Q2 2024Q3 2024: 672Q3 2024Q4 2024: 719Q4 2024Q1 2025: 681Q1 2025Q2 2025: 712Q2 2025Q3 2025: 757Q3 2025Q4 2025: 810Q4 2025Q1 2026: 803Q1 2026Q2 2026: 844Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions59$291.4M
Exits34$605.7M

All 13F filers, Q1 2024 → Q2 2024: 20,376,436 shares bought and 25,980,246 shares sold, net −5,603,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 683 holders

Morgan Stanley 0.07% Reduce -12.2% 7,847,743 $882.1M
Johns Hopkins University 26.64% Add +15.5% 5,935,538 $667.2M
BNP Paribas Financial Markets 0.68% Add +142.2% 5,510,235 $619.4M
Bank of America Corp. 0.04% Reduce -3.8% 3,731,148 $419.4M
Barclays PLC 0.19% Add +3635.8% 3,596,912 $404.3M
UBS Group AG 0.11% Add +502.5% 3,097,994 $348.2M
Jane Street Group, LLC 0.29% Reduce -73.1% 2,378,663 $267.4M
P/E Global LLC 69.40% Reduce -4.0% 2,272,934 $255.5M
Goldman Sachs Group Inc. 0.05% Add +149.5% 2,062,999 $231.9M
OVERSEA-CHINESE BANKING Corp Ltd 6.95% Reduce -23.8% 2,054,139 $230.8M
Sageworth Trust Co 12.43% Reduce -0.8% 1,753,402 $197.1M
Bank of Nova Scotia 0.38% Reduce -36.1% 1,706,486 $191.8M
MKP Capital Management, L.L.C. 15.68% Reduce -74.7% 1,636,500 $183.9M
ICONIQ Capital, LLC 3.88% Reduce -3.1% 1,614,541 $181.5M
Disciplina Capital Management LLC 29.73% Add +814539.7% 1,849,232 $179.5M
Hackensack Meridian Health, Inc. 21.43% No change 1,430,000 $160.7M
Sarasin & Partners LLP 1.38% No change 1,382,440 $155.4M
PNC Financial Services Group, Inc. 0.10% Add +2.3% 1,304,400 $146.6M
Capitolis Liquid Global Markets LLC 1.79% Add +447.4% 1,286,500 $144.6M
Wells Fargo & Company 0.04% Add +1.8% 1,254,716 $141.0M
Sequoia Financial Advisors, LLC 1.68% Add +4.5% 1,236,631 $139.0M
Allianz Asset Management GmbH 0.21% Reduce -8.2% 1,162,940 $130.7M
Nuveen Asset Management, LLC 0.03% Reduce -7.9% 1,014,677 $114.0M
Prudential PLC 0.78% Reduce -3.6% 998,919 $112.3M
Dimension Capital Management LLC 20.15% Add +1.8% 881,300 $99.1M
Minot Capital, LP 28.54% Reduce -29.7% 856,746 $96.3M
National Bank of Canada 0.15% Reduce -55.0% 840,525 $94.6M
JPMorgan Chase & Co. 0.01% Add +26.8% 820,572 $92.2M
Royal Bank of Canada 0.02% Add +71.7% 818,075 $92.0M
Bogart Wealth, LLC 3.97% Add +0.3% 693,588 $78.0M
Qalhat Capital Ltd 40.42% New 656,027 $73.7M
Capital Advisors Inc. 1.52% New 655,024 $73.6M
Cambridge Associates LLC /Ma/ 3.36% Add +75.7% 652,055 $73.3M
Toronto Dominion Bank 0.12% Reduce -38.1% 650,000 $73.1M
HSBC Holdings PLC 0.04% Reduce -12.9% 559,858 $62.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.64% Reduce -8.7% 542,332 $61.0M
Corient Private Wealth LP 0.11% Add +7.6% 542,908 $61.0M
Bank of Montreal 0.02% Add +13.8% 519,705 $58.7M
Allianz SE 1.71% Add +1.5% 516,716 $58.1M
Brown Advisory Inc. 0.08% Add +0.5% 515,028 $57.9M
Bank of New York Mellon Corp 0.01% Reduce -18.9% 491,826 $55.3M
HighTower Advisors, LLC 0.08% Add +17.8% 476,187 $53.5M
Assetmark, Inc. 0.16% Add +31.4% 473,647 $53.2M
BlackRock Inc. 0.00% Add +11.2% 435,900 $49.0M
Bessemer Group Inc. 0.08% Reduce -2.1% 422,235 $47.5M
Alliancebernstein L.P. 0.02% Add +2.5% 419,856 $47.2M
Privium Fund Management (UK) Ltd 16.90% Add +125.4% 380,140 $43.3M
Great Valley Advisor Group, Inc. 1.21% Add +4.1% 383,186 $43.1M
Three Bridge Wealth Advisors, LLC 16.88% Reduce -2.6% 378,982 $42.6M
Blue Trust, Inc. 0.57% Reduce -0.7% 380,401 $41.9M
Bank Julius Baer & Co. Ltd, Zurich 0.16% Reduce -0.3% 354,977 $41.7M
Mill Creek Capital Advisors, LLC 1.01% Reduce -2.8% 352,818 $39.7M
Brandywine Managers, LLC 41.59% No change 349,815 $39.3M
Lee Johnson Capital Management, LLC 19.56% New 341,056 $38.3M
Jasper Ridge Partners, L.P. 1.23% Reduce -0.4% 339,210 $38.1M
Cresset Asset Management, LLC 0.16% Add +5.6% 331,793 $37.3M
EPIQ Capital Group, LLC 13.07% Reduce -1.6% 330,368 $37.1M
Capital International Investors 0.01% Add +74.4% 321,361 $36.2M
Pathstone Holdings, LLC 0.16% Add +161.9% 311,790 $35.0M
Envestnet Asset Management Inc. 0.01% Reduce -7.7% 299,734 $33.7M
Granger Management LLC 5.61% Add +114.8% 299,321 $33.6M
Clal Insurance Enterprises Holdings Ltd 0.33% Reduce -27.4% 283,000 $31.8M
Bremer Bank National Association 6.15% Reduce -24.6% 280,030 $31.5M
Qube Research & Technologies Ltd 0.06% Reduce -55.3% 275,963 $31.0M
Factory Mutual Insurance Co. 0.35% Reduce -68.3% 275,000 $30.9M
US Bancorp \de 0.04% Add +7.7% 274,518 $30.9M
Verger Capital Management LLC 15.14% Add +0.5% 264,291 $29.7M
Focus Partners Wealth 0.10% Add +107.0% 260,070 $29.2M
Partners Capital Investment Group, LLP 0.49% Reduce -12.4% 258,412 $29.1M
Osaic Holdings, Inc. 0.07% Reduce -1.9% 253,527 $28.5M
Mirae Asset Global Investments Co., Ltd. 0.14% Reduce -40.8% 249,823 $28.1M
Oxford Financial Group, LTD. LLC 1.76% Reduce -0.8% 237,614 $26.7M
Federation des caisses Desjardins du Quebec 0.13% Add +2640.4% 223,017 $25.1M
Wealth Enhancement Advisory Services, LLC 0.06% Add +10.3% 213,652 $24.0M
Ausdal Financial Partners, Inc. 2.45% Reduce -1.2% 204,135 $22.9M
Banco Santander, S.A. 0.28% Add +12.3% 201,137 $22.6M
Waldron Private Wealth LLC 1.01% Add +0.6% 200,042 $22.5M
Nisa Investment Advisors, LLC 0.14% New 200,000 $22.5M
Truist Financial Corp. 0.03% Add +0.3% 191,758 $21.6M
Neuberger Berman Group LLC 0.02% Add +0.3% 188,535 $21.2M
Circle Wealth Management, LLC 0.49% Add +0.0% 187,610 $21.1M
Ayalon Insurance Comp Ltd. 6.89% Add +12.4% 186,026 $20.9M
Rockefeller Capital Management L.P. 0.06% Reduce -1.0% 184,464 $20.7M
Lido Advisors, LLC 0.17% Reduce -0.8% 182,283 $20.5M
LPL Financial LLC 0.01% Reduce -9.9% 181,365 $20.4M
Polen Capital Management LLC 0.05% Add +909.2% 175,686 $19.7M
Raymond James & Associates 0.01% Add +12.8% 166,940 $18.8M
Raymond James Financial Services Advisors, Inc. 0.03% Add +12.2% 165,518 $18.6M
Drake & Associates, LLC 6.34% Add +1.5% 157,485 $17.7M
Brass Tax Wealth Management, Inc. 3.47% New 157,485 $17.7M
Susquehanna International Group, LLP 0.03% New 156,301 $17.6M
Cerity Partners LLC 0.05% Reduce -1.9% 151,977 $17.1M
Sentinel Trust Co. Lba 2.08% Add +18.3% 150,293 $16.9M
FMR LLC 0.00% Add +180.2% 142,083 $16.0M
Ieq Capital, LLC 0.21% Add +8.0% 138,407 $15.6M
Centaurus Financial, Inc. 1.01% Add +7.4% 135,031 $15.2M
Bricktown Capital, LLC 3.05% Reduce -18.4% 133,276 $15.0M
United Capital Financial Advisors, LLC 0.13% Reduce -7.5% 130,606 $14.7M
Aspiriant, LLC 0.60% Reduce -0.4% 130,493 $14.7M
Wind River Trust Co 5.59% Reduce -1.3% 122,722 $13.8M
Lazard Asset Management LLC 0.02% Add +286.7% 122,167 $13.7M
Ashford Advisors, LLC 3.32% Add +0.1% 120,428 $13.5M
Sycale Advisors (NY) LLC 4.91% Add +610.9% 118,528 $13.3M
Victory Capital Management Inc. 0.01% Add +3.5% 118,225 $13.3M
Captrust Financial Advisors 0.04% Reduce -7.7% 114,641 $12.9M
Gryphon Financial Partners LLC 1.91% Reduce -1.8% 113,415 $12.7M
Sepio Capital, LP 1.17% Add +26.1% 113,079 $12.7M
Allen Investment Management, LLC 0.15% Reduce -1.4% 111,999 $12.6M
Synovus Financial Corp. 0.17% Add +314.7% 111,911 $12.6M
GFS Advisors, LLC 1.97% Reduce -100.0% 50 $12.2M
Gotham Asset Management 0.15% No change 103,203 $11.6M
AlTi Global, Inc. 0.30% Add +1.4% 100,213 $11.3M
Dorsey & Whitney Trust CO LLC 0.69% No change 89,269 $10.0M
Cwm, LLC 0.05% Add +3.6% 88,627 $10.0M
Comerica Bank 0.04% Add +5.3% 87,983 $9.9M
Citigroup Inc. 0.01% Add +39.1% 87,745 $9.9M
PFG Advisors 0.66% Add +3.0% 86,990 $9.8M
VPR Management LLC 3.62% No change 86,200 $9.7M
NYL Investors LLC 0.69% Add +2.6% 86,200 $9.7M
Charter Oak Capital Management, LLC 1.01% Reduce -1.4% 86,159 $9.7M
Renaissance Technologies 0.02% Reduce -1.3% 84,500 $9.5M
Waverly Advisors, LLC 0.19% Add +9.6% 84,164 $9.5M
DT Investment Partners, LLC 0.83% Reduce -0.6% 83,248 $9.4M
Annis Gardner Whiting Capital Advisors, LLC 2.53% Add +13.0% 79,150 $8.9M
SG Americas Securities, LLC 0.06% Reduce -43.5% 77,761 $8.7M
Plan Group Financial, LLC 5.31% Add +5.1% 77,217 $8.7M
Cetera Investment Advisers 0.02% Add +7.9% 74,942 $8.4M
Cromwell Holdings LLC 4.89% — 72,760 $8.2M
Beirne Wealth Consulting Services, LLC 3.30% Reduce -0.4% 72,743 $8.2M
BIP Wealth, LLC 0.64% Reduce -18.7% 69,348 $7.8M
Harding Loevner LP 0.04% Add +61.9% 68,331 $7.7M
Mariner, LLC 0.01% Reduce -1.1% 68,287 $7.7M
Wellington Management Group LLP 0.00% Reduce -17.6% 67,719 $7.6M
Glenmede Trust Co. NA 0.04% Reduce -38.6% 67,492 $7.6M
Stonehearth Capital Management, LLC 3.23% Add +0.2% 67,194 $7.6M
TD Capital Management LLC 0.79% Add +0.3% 67,177 $7.6M
Amplius Wealth Advisors, LLC 0.83% Reduce -2.4% 65,981 $7.4M
WMS Partners, LLC 0.47% Reduce -6.6% 65,455 $7.4M
Wealthspire Advisors, LLC 0.09% Add +0.0% 65,006 $7.3M
Able Wealth Management LLC 5.96% Add +1.1% 64,407 $7.2M
NorthCoast Asset Management LLC 0.06% Add +0.4% 63,317 $7.1M
Financial Management Professionals, Inc. 0.95% Add +0.9% 61,579 $6.9M
Cahaba Wealth Management, Inc. 0.61% Add +1.0% 61,460 $6.9M
Naviter Wealth, LLC 1.03% Reduce -11.9% 61,419 $6.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +5.6% 61,373 $6.9M
BluePointe Capital Management, LLC 4.52% Reduce -6.5% 59,911 $6.7M
Zurich Insurance Group Ltd 0.06% Add +18.9% 59,804 $6.5M
Parallel Advisors, LLC 0.17% Reduce -0.8% 58,226 $6.5M
Buckingham Strategic Wealth, LLC 0.07% Add +4.8% 56,570 $6.4M
Jennison Associates LLC 0.00% Add +508.5% 55,692 $6.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.4% 52,507 $5.9M
Financial Enhancement Group LLC 0.93% Reduce -0.3% 51,542 $5.8M
Leavell Investment Management, Inc. 0.31% Reduce -0.1% 50,275 $5.7M
Prudential Financial Inc. 0.01% Add +17.3% 49,680 $5.6M
Northside Capital Management, LLC 0.93% No change 48,164 $5.4M
Clearstead Advisors, LLC 0.09% Add +493.3% 48,050 $5.4M
Silver Oak Securities, Incorporated 0.81% Add +4.4% 47,895 $5.4M
Madrona Financial Services, LLC 1.64% Reduce -2.2% 47,547 $5.3M
Citadel Advisors 0.01% Add +164.1% 47,258 $5.3M
Peak Financial Management, Inc. 1.63% Reduce -2.7% 46,370 $5.2M
LexAurum Advisors, LLC 1.27% Reduce -2.6% 46,038 $5.2M
Wexford Capital LP 1.31% New 45,980 $5.2M
Sierra Capital LLC 0.69% Reduce -37.3% 45,954 $5.2M
Atria Investments, Inc 0.07% Reduce -1.1% 45,771 $5.1M
Northern Trust Corp. 0.00% Add +10.0% 45,622 $5.1M
Lake Street Advisors Group, LLC 0.25% Reduce -0.2% 45,580 $5.1M
Mercer Global Advisors Inc. 0.01% Reduce -2.8% 44,994 $5.1M
USAdvisors Wealth Management, LLC 1.77% Reduce -5.0% 44,688 $5.0M
Frank, Rimerman Advisors LLC 0.35% No change 44,400 $5.0M
Sandbox Financial Partners, LLC 1.87% Add +5.3% 43,425 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -16.0% 43,414 $4.9M
Millennium Management 0.00% New 42,532 $4.8M
Pinebridge Investments, L.P. 0.04% No change 42,356 $4.8M
Atwater Malick LLC 1.64% Add +0.2% 42,322 $4.8M
PAX Financial Group, LLC 0.91% Reduce -5.4% 41,518 $4.7M
Lee Financial Co 0.74% Add +2.4% 40,227 $4.5M
Harel Insurance Investments & Financial Services Ltd. 0.09% Add +38.5% 40,254 $4.5M
Commonwealth Equity Services, LLC 0.01% Reduce -0.0% 39,894 $4.5M
Sand Hill Global Advisors, LLC 0.20% Add +2.2% 39,889 $4.5M
Retirement Income Solutions, Inc. 1.08% Reduce -3.5% 39,847 $4.5M
Moneda S.A. Administradora General de Fondos 3.13% Reduce -11.5% 39,598 $4.5M
Freestone Capital Holdings, LLC 0.16% Reduce -0.4% 39,439 $4.4M
Banque Pictet & Cie SA 0.05% No change 39,383 $4.4M
Independent Wealth Network Inc. 2.04% Reduce -4.2% 38,805 $4.4M
Financial Council, LLC 2.43% Add +1.1% 38,719 $4.4M
Creative Planning 0.00% Add +0.7% 38,625 $4.3M
DRW Securities, LLC 0.26% New 37,521 $4.2M
Barings LLC 0.10% Reduce -25.1% 37,085 $4.2M
Ballentine Partners, LLC 0.08% No change 36,673 $4.1M
Arkos Global Advisors 0.66% Reduce -7.3% 36,304 $4.1M
Keel Point, LLC 0.37% Add +2.2% 36,303 $4.1M
CW Advisors, LLC 0.06% Reduce -1.1% 36,134 $4.1M
Debussy Capital Management LP 1.15% Reduce -1.2% 35,965 $4.0M
Managed Asset Portfolios, LLC 0.59% Add +40.3% 35,602 $4.0M
Diversified Trust Co. 0.11% Add +8.6% 35,336 $4.0M
Wescott Financial Advisory Group, LLC 0.45% Add +27.9% 34,681 $3.9M
Clarius Group, LLC 0.28% Reduce -21.9% 34,570 $3.9M
Intergy Private Wealth, LLC 1.56% Reduce -0.2% 33,737 $3.8M
MainStreet Investment Advisors LLC 0.44% Reduce -8.9% 32,299 $3.6M
MassMutual Private Wealth & Trust, FSB 0.11% Reduce -6.8% 32,299 $3.6M
Stifel Financial Corp. 0.00% Add +12.3% 32,267 $3.6M
Bluespring Wealth Management, LLC 0.39% Reduce -1.3% 32,017 $3.6M
Unique Wealth, LLC 0.94% Add +113.5% 31,818 $3.6M
Two Sigma Securities, LLC 0.17% New 31,681 $3.6M
BSW Wealth Partners 0.58% Reduce -0.7% 31,643 $3.6M
Sageworth Trust Co of South Dakota 5.13% No change 31,062 $3.5M
Well Done, LLC 0.72% Reduce -4.3% 31,031 $3.5M
Saranac Partners Ltd 2.01% Reduce -13.4% 30,000 $3.4M
Altrafin AG 1.23% Reduce -81.7% 29,500 $3.3M
EP Wealth Advisors, LLC 0.03% Reduce -1.5% 29,160 $3.3M
Battery Global Advisors, LLC 2.10% Add +2789.3% 72,291 $3.2M
Pinnacle Associates Ltd. 0.05% Add +0.5% 28,071 $3.2M
Pinnacle Wealth Management Advisory Group, LLC 0.32% Add +0.5% 27,749 $3.1M
YHB Investment Advisors, Inc. 0.27% Reduce -6.0% 27,650 $3.1M
St. Louis Trust Co 0.47% Add +0.1% 27,514 $3.1M
Two Sigma Investments, LP 0.01% Reduce -80.7% 27,400 $3.1M
Shepherd Kaplan Krochuk, LLC 2.42% Add +0.0% 27,294 $3.1M
Signaturefd, LLC 0.06% Reduce -0.3% 27,138 $3.1M
Advisor OS, LLC 0.33% New 26,762 $3.0M
Quadrant Capital Group LLC 0.21% Reduce -4.8% 25,669 $2.9M
Waddell & Associates, LLC 0.38% Reduce -0.3% 25,518 $2.9M
Marex Group Ltd 0.08% No change 25,120 $2.8M
RFP Financial Group LLC 1.04% Add +0.3% 24,920 $2.8M
Wick Capital Partners, LLC 0.96% New 24,661 $2.8M
Austin Wealth Management, LLC 0.64% Reduce -0.6% 23,764 $2.7M
Capital World Investors 0.00% Reduce -11.4% 23,748 $2.7M
Saxony Capital Management, LLC 2.92% Reduce -23.1% 23,675 $2.7M
Klaas Financial Asset Advisors, LLC 0.49% Reduce -3.6% 23,572 $2.6M
Veltria Advisors Corp. 0.94% Add +0.8% 23,300 $2.6M
Arcus Capital Partners, LLC 1.01% Reduce -0.9% 23,221 $2.6M
Simplicity Wealth,LLC 0.06% Add +0.1% 23,119 $2.6M
Franklin Resources Inc. 0.00% Add +2.7% 23,043 $2.6M
Moneta Group Investment Advisors LLC 0.04% Add +5.8% 22,499 $2.5M
RDA Financial Network 0.82% Reduce -3.4% 22,257 $2.5M
Hirtle & Co., LLC 0.13% Reduce -15.8% 22,137 $2.5M
PFW Advisors LLC 0.78% Add +5.1% 21,813 $2.5M
Ameritas Advisory Services, LLC 0.09% Add +0.6% 21,728 $2.4M
HB Wealth Management, LLC 0.03% Add +2.7% 21,649 $2.4M
Brighton Jones LLC 0.08% Add +1.5% 21,584 $2.4M
Rothschild & Co Wealth Management UK Ltd 0.04% Add +1.9% 21,218 $2.4M
Sowell Financial Services LLC 0.11% Reduce -0.1% 20,639 $2.3M
Voya Investment Management LLC 0.00% Reduce -57.9% 20,041 $2.3M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.9% 19,769 $2.2M
Aries Wealth Management 0.70% Add +3.2% 19,755 $2.2M
Bleakley Financial Group, LLC 0.06% Reduce -0.6% 19,332 $2.2M
MAI Capital Management 0.02% Reduce -5.6% 19,096 $2.1M
Callan Family Office, LLC 0.41% No change 18,980 $2.1M
Equitable Holdings, Inc. 0.02% Reduce -1.1% 18,976 $2.1M
CKW Financial Group 0.27% Reduce -1.8% 18,766 $2.1M
Fund Evaluation Group, LLC 0.13% Reduce -1.2% 18,777 $2.1M
Axiom Advisory, LLC 0.02% New 18,649 $2.0M
Avidian Wealth Enterprises, LLC 0.10% Add +2.6% 18,212 $2.0M
Fsa Wealth Partners, Inc. 0.55% New 17,759 $2.0M
Wolf Group Capital Advisors 0.78% Reduce -25.8% 17,715 $2.0M
Schroder Investment Management Group 0.00% Reduce -8.4% 17,505 $2.0M
All Season Financial Advisors, Inc. 1.78% Add +41.5% 17,473 $2.0M
John W. Brooker & Co., CPAs 0.98% Reduce -3.4% 17,469 $2.0M
Mayo Clinic 64.41% No change 17,359 $2.0M
Catalyst Private Wealth, LLC 1.02% Reduce -17.7% 17,140 $1.9M
Pictet North America Advisors SA 0.20% No change 16,595 $1.9M
Faithward Advisors, LLC 0.34% New 16,547 $1.9M
AMG National Trust Bank 0.05% Add +5.0% 16,442 $1.8M
Strategic Blueprint, LLC 0.12% Reduce -4.5% 16,315 $1.8M
Planning Capital Management Corp 1.29% Reduce -7.1% 16,256 $1.8M
Roth Financial Partners LLC 0.78% No change 16,108 $1.8M
Midwest Heritage Bank, FSB 0.90% Add +8.7% 15,817 $1.8M
Capital Investment Advisory Services, LLC 0.18% Reduce -0.8% 15,339 $1.7M
Clarus Wealth Advisors 0.91% New 14,794 $1.7M
SYM FINANCIAL Corp 0.27% Reduce -0.5% 15,171 $1.7M
Mesirow Financial Investment Management, Inc. 0.04% Add +1.9% 15,144 $1.7M
Rwa Wealth Partners, LLC 0.02% Reduce -1.1% 15,072 $1.7M
Fifth Third Bancorp 0.01% Add +1.2% 14,827 $1.7M
Edmond DE Rothschild Holding S.A. 0.03% No change 14,810 $1.7M
Summit Trail Advisors, LLC 0.04% Reduce -2.2% 14,766 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.2% 14,761 $1.7M
Nottingham Advisors, Inc. 0.20% Reduce -0.5% 14,669 $1.6M
Haverford Trust Co 0.02% No change 14,562 $1.6M
Pure Financial Advisors, LLC 0.05% Add +10.4% 14,501 $1.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.8% 14,412 $1.6M
Astoria Strategic Wealth, Inc. 0.50% Reduce -3.5% 14,323 $1.6M
Financial Advocates Investment Management 0.10% Reduce -10.2% 14,191 $1.6M
Scotia Capital Inc. 0.01% Add +0.2% 14,187 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 14,000 $1.6M
Edgestream Partners, L.P. 0.07% Add +6.2% 13,869 $1.6M
MML Investors Services, LLC 0.01% Reduce -30.1% 13,822 $1.6M
Cibc World Market Inc. 0.00% Reduce -99.1% 13,826 $1.6M
Arlington Trust Co LLC 0.37% Reduce -21.4% 13,811 $1.6M
Greystone Financial Group, LLC 0.29% Add +5.8% 13,414 $1.5M
Apollon Wealth Management, LLC 0.05% Reduce -11.3% 13,271 $1.5M
Sunflower Bank, N.A. 0.35% Reduce -9.4% 13,177 $1.5M
Simon Quick Advisors, LLC 0.10% Reduce -13.4% 13,160 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +36.6% 12,917 $1.5M
K.J. Harrison & Partners Inc 0.24% Add +10.2% 12,869 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -22.5% 12,810 $1.4M
Activest Wealth Management 0.47% Reduce -48.1% 12,760 $1.4M
Great Waters Wealth Management 0.22% Reduce -5.3% 12,607 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +4.1% 12,574 $1.4M
Angeles Investment Advisors, LLC 0.07% No change 12,500 $1.4M
Empirical Finance, LLC 0.09% No change 12,489 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -9.2% 12,488 $1.4M
AdvisorNet Financial, Inc 0.13% Reduce -3.8% 12,460 $1.4M
Thrive Capital Management, LLC 0.63% New 12,346 $1.4M
Old National Bancorp 0.03% Reduce -9.3% 12,296 $1.4M
Institutional & Family Asset Management, LLC 0.21% No change 12,288 $1.4M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +0.0% 12,275 $1.4M
G&S Capital LLC 0.60% New 11,845 $1.4M
Choreo, LLC 0.02% Add +11.5% 12,082 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% No change 12,005 $1.3M
Citizens Financial Group Inc. 0.03% New 11,920 $1.3M
Capital Group Private Client Services, Inc. 0.01% Reduce -67.8% 11,873 $1.3M
Janney Montgomery Scott LLC 0.00% Add +0.0% 11,602 $1.3M
Community Bank, N.A. 0.17% No change 11,500 $1.3M
Evergreen Capital Management LLC 0.05% No change 11,500 $1.3M
TFO Wealth Partners, LLC 0.25% Add +0.8% 11,424 $1.3M
KCM Investment Advisors LLC 0.05% No change 11,155 $1.3M
Wealthfront Advisers LLC 0.00% Add +37.1% 11,140 $1.3M
Montecito Bank & Trust 0.25% No change 10,968 $1.2M
Alhambra Investment Management LLC 0.66% Add +42.9% 10,763 $1.2M
Cassia Capital Partners, LLC 0.80% Reduce -7.1% 10,760 $1.2M
Peregrine Asset Advisers, Inc. 0.47% Reduce -0.1% 10,707 $1.2M
Berkshire Asset Management LLC 0.06% No change 10,556 $1.2M
Brightwater Advisory LLC 0.91% Reduce -43.0% 10,469 $1.2M
IMC-Chicago, LLC 0.04% New 10,464 $1.2M
CIBC Private Wealth Group LLC 0.00% Reduce -4.2% 10,226 $1.2M
Cherrydale Wealth Management, LLC 0.51% Add +0.8% 10,381 $1.2M
Atlas Capital Advisors Inc. 0.15% Add +36.8% 10,361 $1.2M
Fiduciary Trust Co 0.02% Add +0.1% 10,196 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.49% Reduce -1.1% 10,185 $1.1M
Causeway Capital Management LLC 0.03% Add +34.2% 10,175 $1.1M
First Citizens Bank & Trust Co. 0.02% Reduce -0.4% 10,135 $1.1M
Choate Investment Advisors 0.03% No change 10,058 $1.1M
JMG Financial Group, Ltd. 0.04% No change 10,000 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 10,000 $1.1M
Stonebrook Private Inc. 0.32% Add +0.8% 9,831 $1.1M
Brandywine Trust Co. 0.18% No change 9,746 $1.1M
NewEdge Wealth, LLC 0.02% Add +10.3% 9,713 $1.1M
Columbus Macro, LLC 0.42% Reduce -1.0% 9,461 $1.1M
Mycio Wealth Partners, LLC 0.28% No change 9,599 $1.1M
Global Retirement Partners, LLC 0.03% Add +13.5% 9,528 $1.1M
Wellspring Financial Advisors, LLC 0.12% No change 9,492 $1.1M
Insigneo Advisory Services, LLC 0.12% Add +5.6% 9,781 $1.0M
Capital Research Global Investors 0.00% Reduce -7.3% 9,311 $1.0M
NTV Asset Management LLC 0.15% Add +5.6% 9,316 $1.0M
Strategic Family Wealth Counselors, L.L.C. 0.39% No change 9,066 $1.0M
NewEdge Advisors, LLC 0.01% Add +0.6% 8,990 $1.0M
SVB Wealth LLC 0.02% Reduce -2.3% 8,942 $1.0M
Sage Advisory Services, Ltd.Co. 0.28% No change 8,841 $994K
Valeo Financial Advisors, LLC 0.03% Add +1.0% 8,842 $994K
FinTrust Capital Advisors, LLC 0.18% No change 8,785 $987K
Blair William & Co. 0.00% Add +2.0% 8,629 $970K
NavPoint Financial, Inc. 0.84% Add +0.8% 8,572 $964K
Steele Capital Management, Inc. 0.05% No change 8,510 $957K
Lanark Financial, Inc. 0.09% Reduce -0.3% 8,502 $955K
AlphaStar Capital Management, LLC 0.09% Add +20.5% 8,307 $934K
Becker Capital Management Inc. 0.03% No change 8,300 $933K
Sonoma Private Wealth LLC 1.51% No change 8,260 $928K
Sheets Smith Wealth Management 0.11% Add +6.4% 8,251 $927K
Prospect Financial Services LLC 0.71% Add +0.8% 8,243 $926K
Private Advisor Group, LLC 0.01% Add +4.1% 8,202 $922K
GenTrust, LLC 0.05% Add +0.7% 7,785 $875K
Credit Agricole S A 0.01% Add +774300.0% 7,744 $870K
Wealth Architects, LLC 0.11% No change 7,740 $870K
Avestar Capital, LLC 0.10% No change 7,700 $865K
Sharkey, Howes & Javer 0.14% Reduce -81.5% 7,595 $854K
Sfmg, LLC 0.07% No change 7,592 $853K
Merit Financial Group, LLC 0.02% Reduce -7.4% 7,580 $852K
Fort Washington Investment Advisors Inc. 0.01% No change 7,548 $848K
Commerce Bank 0.01% No change 7,456 $838K
Fulcrum Equity Management 0.74% Add +72.5% 7,378 $829K
Criterion Capital Advisors, LLC 0.52% No change 7,300 $821K
Fifth Third Wealth Advisors LLC 0.06% No change 7,300 $821K
Whittier Trust Co. 0.01% Reduce -3.3% 7,272 $817K
Modus Advisors, LLC 0.29% No change 7,262 $816K
New Republic Capital, LLC 0.41% Reduce -2.2% 7,246 $814K
Mather Group, Llc. 0.01% Add +57.6% 7,336 $808K
Tudor Investment Corporation 0.01% New 7,184 $807K
Archford Capital Strategies, LLC 0.13% Add +75.5% 7,169 $806K
Kelman-Lazarov, Inc. 0.15% New 7,140 $803K
Sanctuary Advisors, LLC 0.01% — 7,423 $797K
St Germain D J Co. Inc. 0.04% No change 6,968 $783K
WestEnd Advisors, LLC 0.02% Reduce -68.4% 6,894 $775K
Savant Capital, LLC 0.01% Add +16.4% 6,892 $775K
Ifrah Financial Services, Inc. 0.22% Reduce -2.3% 6,850 $770K
Kestra Advisory Services, LLC 0.00% Add +130.0% 7,689 $769K
Lee Danner & Bass Inc. 0.06% — 6,672 $750K
Prio Wealth Limited Partnership 0.02% No change 6,626 $745K
Capital Investment Advisors, LLC 0.02% Reduce -13.2% 6,597 $742K
Apeiron RIA LLC 0.23% No change 6,560 $737K
Trek Financial, LLC 0.06% No change 6,546 $736K
Anchor Capital Advisors LLC 0.02% Reduce -11.9% 6,390 $718K
Bailard, Inc. 0.02% Reduce -0.1% 6,363 $715K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Add +179.6% 6,269 $705K
Robertson Stephens Wealth Management, LLC 0.04% Add +187.2% 6,161 $693K
Quotient Wealth Partners, LLC 0.02% Reduce -51.3% 6,116 $687K
SCS Capital Management LLC 0.01% Add +31.5% 6,101 $686K
Ballew Advisors, Inc 0.45% No change 5,888 $683K
Highland Capital Management, LLC 0.04% No change 6,040 $679K
Patten Group, Inc. 0.16% No change 6,008 $675K
Advisory Alpha, LLC 0.03% Add +0.1% 5,997 $674K
Nations Financial Group Inc, /Ia/ 0.05% Add +0.5% 5,969 $671K
Quantinno Capital Management LP 0.01% Reduce -3.9% 5,918 $665K
Vident Advisory, LLC 0.02% Add +0.0% 5,869 $660K
Cambiar Investors LLC 0.03% Add +8.5% 5,864 $659K
Joel Isaacson & Co., LLC 0.03% No change 5,828 $655K
Quantitative Strategies, Inc. 0.37% Reduce -3.7% 5,789 $651K
Sigma Planning Corp 0.02% Reduce -5.0% 5,787 $650K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +4.0% 5,751 $646K
Strategic Financial Partners, Ltd. 0.36% No change 5,745 $646K
Balentine LLC 0.03% Reduce -83.1% 5,654 $635K
Gries Financial LLC 0.13% No change 5,575 $627K
Nomura Asset Management Co. Ltd. 0.00% Reduce -50.5% 5,571 $626K
Snowden Capital Advisors LLC 0.02% No change 5,520 $620K
Magnus Financial Group LLC 0.07% Add +0.0% 5,518 $620K
Wintrust Investments LLC 0.05% Add +35.8% 5,500 $618K
Altfest L J & Co. Inc. 0.08% Add +0.1% 5,462 $614K
Eight 31 Financial, LLC 0.47% Add +17.6% 5,434 $611K
Evolution Wealth Advisors, LLC 0.12% Add +0.1% 5,431 $610K
Y-Intercept (Hong Kong) Ltd 0.03% New 5,400 $607K
Aaron Wealth Advisors LLC 0.08% No change 5,366 $603K
Analyst IMS Investment Management Services Ltd. 0.02% Add +4.5% 5,330 $599K
Financial Engines Advisors L.L.C. 0.00% Reduce -4.8% 5,309 $597K
GDS Wealth Management 0.07% Reduce -0.8% 5,281 $594K
Alpha Cubed Investments, LLC 0.03% Add +88.7% 5,212 $586K
Mutual Advisors, LLC 0.02% No change 5,192 $585K
New York Life Investment Management LLC 0.01% Add +6.9% 5,143 $578K
Trexquant Investment LP 0.01% New 5,122 $576K
Summit Wealth Partners, LLC 0.12% No change 5,113 $575K
Transcend Capital Advisors, LLC 0.04% New 5,113 $575K
Bellwether Advisors, LLC 0.12% Add +6.5% 4,978 $560K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -7.4% 4,941 $555K
Rather & Kittrell, Inc. 0.15% No change 4,881 $549K
Baird Financial Group, Inc. 0.00% Add +7.6% 4,758 $535K
Courage Miller Partners, LLC 0.19% No change 4,750 $534K
Chicago Partners Investment Group LLC 0.02% Add +0.3% 4,752 $534K
Apella Capital, LLC 0.02% Add +0.4% 4,649 $533K
LVW Advisors, LLC 0.08% Reduce -11.6% 4,705 $529K
Pine Valley Investments Ltd Liability Co 0.04% Add +35.6% 4,679 $526K
New Capital Management LP 0.16% No change 4,648 $522K
Hemington Wealth Management 0.18% Reduce -0.5% 4,640 $521K
First Citizens Asset Management, Inc. 0.19% Reduce -2.9% 4,626 $520K
HRT Financial LP 0.00% New 4,606 $517K
Syntegra Private Wealth Group, LLC 0.07% Reduce -1.5% 4,565 $513K
RFG Advisory, LLC 0.02% Reduce -1.5% 4,506 $506K
Naples Global Advisors, LLC 0.05% No change 4,485 $504K
Accurate Wealth Management, LLC 0.12% No change 4,312 $500K
Rovin Capital /Ut/ 0.21% No change 4,422 $497K
Regatta Capital Group, LLC 0.11% Add +0.1% 4,371 $491K
Capasso Planning Partners LLC 0.16% Add +15.2% 4,325 $486K
J.W. Cole Advisors, Inc. 0.02% Add +0.5% 4,217 $474K
Stock Yards Bank & Trust Co. 0.02% No change 4,200 $472K
Common Fund for Nonprofit Organizations 0.06% New 4,170 $469K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.8% 4,151 $467K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.8% 4,151 $467K
Edge Capital Group, LLC 0.02% Add +0.1% 4,140 $465K
Perigon Wealth Management, LLC 0.01% Reduce -7.8% 4,083 $459K
Americana Partners, LLC 0.04% Add +9.3% 4,078 $458K
GC Wealth Management RIA, LLC 0.09% Reduce -0.8% 4,032 $453K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +77.3% 4,019 $452K
Belpointe Asset Management LLC 0.03% Add +0.8% 3,995 $449K
SpiderRock Advisors, LLC 0.01% No change 3,990 $448K
ONE Advisory Partners, LLC 0.21% No change 3,966 $446K
Phoenix Financial Ltd. 0.01% Reduce -31.7% 3,954 $446K
GR Financial Group, LLC 0.10% Reduce -4.4% 3,959 $445K
Provenance Wealth Advisors, LLC 0.06% Add +20.4% 3,934 $442K
Concourse Financial Group Securities, Inc. 0.03% Add +1.9% 3,934 $442K
Essex Financial Services, Inc. 0.03% Reduce -2.3% 3,924 $432K
LGT Financial Advisors LLC 0.90% Reduce -1.4% 3,797 $427K
JFG Wealth Management, LLC 0.12% Reduce -8.4% 3,783 $425K
Advisory Services Network, LLC 0.01% Add +0.8% 3,782 $425K
Rain Capital Management, LLC 0.30% No change 3,818 $424K
Clearview Wealth Advisors LLC 0.37% No change 3,742 $421K
Winthrop Advisory Group LLC 0.06% Reduce -0.2% 3,739 $420K
Client 1ST Advisory Group, LLC 0.18% No change 3,734 $420K
Cape Ann Savings Bank 0.26% No change 3,713 $417K
Stephens Inc. 0.01% No change 3,707 $417K
Arden Trust Co 0.06% No change 3,567 $401K
Fiducient Advisors LLC 0.06% Reduce -1.5% 3,558 $400K
IFP Advisors, Inc 0.02% Reduce -46.6% 3,549 $399K
UMB Bank, n.a. 0.01% No change 3,520 $396K
Hancock Whitney Corp. 0.01% No change 3,485 $392K
Advisory Research Inc. 0.07% Add +34.3% 3,482 $391K
Cary Street Partners Investment Advisory LLC 0.02% Add +10.2% 3,413 $384K
Hoxton Planning & Management, LLC 0.18% Reduce -17.9% 3,365 $378K
Garde Capital, Inc. 0.03% Add +0.0% 3,344 $376K
GTS Securities LLC 0.01% Add +21.6% 3,305 $371K
Flputnam Investment Management Co. 0.01% Add +1.4% 3,287 $369K
Cyr Financial Inc. 0.37% — 3,273 $368K
High Probability Advisors, LLC 0.07% No change 3,253 $366K
Modera Wealth Management, LLC 0.01% No change 3,244 $365K
Hamilton Wealth, LLC 0.10% Reduce -1.6% 3,221 $362K
Greenup Street Wealth Management LLC 0.09% No change 3,216 $361K
Y.D. More Investments Ltd 0.04% Reduce -4.2% 3,201 $359K
Beacon Pointe Advisors, LLC 0.00% Reduce -37.5% 3,163 $356K
Burke & Herbert Bank & Trust Co. 0.09% New 3,127 $351K
GM Advisory Group, LLC 0.02% Add +0.5% 3,125 $351K
Northwest Wealth Management, LLC 0.09% Reduce -9.1% 3,118 $350K
HBK Sorce Advisory LLC 0.01% Reduce -8.4% 3,023 $340K
Cordgrass Capital Advisors, LLC 0.11% No change 3,000 $337K
Blue Edge Capital, LLC 0.06% Add +0.7% 2,978 $335K
Regal Investment Advisors LLC 0.02% Add +2.6% 2,906 $327K
Rossmore Private Capital 0.04% No change 2,900 $326K
Country Club Bank 0.02% No change 2,890 $325K
Keybank National Association 0.00% No change 2,887 $324K
Sequent Asset Management, LLC 0.16% No change 2,873 $323K
Integrated Wealth Concepts LLC 0.00% No change 2,853 $321K
Oak Family Advisors, LLC 0.12% New 2,828 $318K
Redwood Investment Management, LLC 0.03% New 2,825 $317K
Spire Wealth Management 0.01% Add +0.0% 2,813 $316K
Rathbones Group PLC 0.00% New 2,807 $316K
TKG Advisors, LLC 0.17% New 2,794 $314K
Prospera Financial Services Inc 0.01% Reduce -28.4% 2,772 $312K
Orin Green Financial, LLC 0.14% New 2,759 $310K
Dana Investment Advisors, Inc. 0.01% Add +9.6% 2,757 $310K
Portland Global Advisors LLC 0.04% No change 2,726 $306K
Nicolet Advisory Services, LLC 0.03% No change 2,642 $306K
Global Strategic Investment Solutions, LLC 0.04% No change 2,717 $305K
Trivium Point Advisory, LLC 0.05% No change 2,703 $304K
Belmont Capital, LLC 0.06% Reduce -41.8% 2,697 $303K
Friedenthal Financial 0.19% Reduce -2.1% 2,662 $299K
Weil Company, Inc. 0.11% No change 2,645 $297K
Essex Bank 0.08% Reduce -10.9% 2,635 $296K
Ascentis Independent Advisors 0.06% — 2,628 $295K
Sivia Capital Partners, LLC 0.20% Reduce -32.6% 2,618 $294K
Tiaa Trust, National Association 0.00% New 2,610 $293K
Brand Asset Management Group, Inc. 0.12% No change 2,605 $293K
Ruggaard & Associates LLC 0.13% No change 2,593 $291K
MayTech Global Investments, LLC 0.04% New 2,582 $290K
Elevation Point Wealth Partners, LLC 0.02% No change 2,579 $290K
Wedbush Securities Inc. 0.01% Reduce -5.6% 2,567 $289K
Total Clarity Wealth Management, Inc. 0.10% No change 2,550 $287K
Ironwood Wealth Management, LLC. 0.09% Add +25.0% 2,544 $286K
Navellier & Associates Inc. 0.03% New 2,510 $282K
Seven Post Investment Office LP 0.05% No change 2,488 $280K
Sapient Capital LLC 0.01% No change 2,466 $277K
RPg Family Wealth Advisory, LLC 0.09% No change 2,450 $275K
Modern Wealth Management, LLC 0.02% Reduce -6.3% 2,430 $273K
Heritage Wealth Management, LLC 0.15% Reduce -1.8% 2,420 $272K
Heritage Family Offices, LLP 0.15% — 2,420 $272K
Provident Wealth Management, LLC 0.10% No change 2,417 $272K
Secured Retirement Advisors, LLC 0.21% Reduce -3.6% 2,414 $271K
Highlander Partners, L.P. 0.18% No change 2,360 $265K
Summit Financial Strategies, Inc. 0.03% No change 2,306 $259K
Menora Mivtachim Holdings LTD. 0.00% No change 2,290 $257K
AA Financial Advisors, LLC 0.09% No change 2,274 $256K
PDS Planning, Inc 0.03% No change 2,222 $250K
Prelude Capital Management, LLC 0.02% New 2,220 $250K
Chesley Taft & Associates LLC 0.01% No change 2,220 $250K
Eagle Strategies LLC 0.05% New 2,213 $249K
Dentgroup LLC 0.20% Add +0.1% 2,172 $244K
Grayhawk Investment Strategies Inc. 1.10% Reduce -4.0% 2,150 $242K
Maryland Capital Advisors Inc. 0.13% No change 2,130 $239K
Visionary Wealth Advisors 0.02% Reduce -3.2% 2,118 $238K
Crewe Advisors LLC 0.03% No change 2,111 $237K
McNamara Financial Services, Inc. 0.05% New 2,100 $236K
Traveka Wealth, LLC 0.12% No change 2,096 $236K
M&T Bank Corp 0.00% No change 2,090 $235K
Inscription Capital, LLC 0.04% No change 2,082 $234K
Vista Capital Partners, Inc. 0.03% No change 2,077 $233K
Veridan Wealth LLC 0.09% — 1,809 $233K
Mgo One Seven LLC 0.01% New 2,062 $232K
Bank Hapoalim BM 0.03% Add +0.5% 2,027 $228K
Rehmann Capital Advisory Group 0.02% No change 2,011 $226K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Add +1.5% 2,007 $226K
Elevatus Welath Management 0.08% No change 2,006 $225K
Port Capital LLC 0.01% No change 2,000 $225K
Smith Anglin Financial, LLC 0.02% Reduce -5.1% 1,999 $225K
Westmount Partners, LLC 0.07% Add +0.8% 1,995 $225K
CPC Advisors, LLC 0.04% Reduce -0.4% 1,998 $225K
Princeton Global Asset Management LLC 0.05% No change 1,989 $224K
Daymark Wealth Partners, LLC 0.01% New 1,985 $223K
Leuthold Group, LLC 0.03% Reduce -0.1% 1,931 $217K
Regis Acquisition Inc. 0.13% No change 1,927 $217K
Dynamic Advisor Solutions LLC 0.01% Reduce -17.9% 1,921 $216K
Blue Chip Partners, LLC 0.02% Reduce -1.0% 1,901 $214K
Wealthcare Advisory Partners LLC 0.01% New 1,848 $208K
Emory University 0.13% No change 1,817 $204K
AQR Capital Management 0.00% New 1,814 $204K
Cidel Asset Management Inc. 0.02% Reduce -0.6% 1,809 $203K
McKinley Carter Wealth Services, Inc. 0.01% New 1,799 $202K
MV Capital Management, Inc. 0.02% No change 1,797 $202K
Bison Wealth, LLC 0.03% No change 1,828 $201K
Thoroughbred Financial Services, LLC 0.01% New 1,783 $200K
Farther Finance Advisors, LLC 0.01% Add +0.5% 1,681 $189K
WCM Investment Management, LLC 0.00% New 1,639 $185K
Allworth Financial LP 0.00% Add +13.2% 1,622 $184K
Private Trust Co. NA 0.02% No change 1,634 $184K
Silicon Valley Capital Partners 0.02% New 1,595 $179K
Harbour Investments, Inc. 0.01% Add +0.1% 1,452 $163K
Bank of New Hampshire 0.04% No change 1,339 $150K
Solstein Capital, LLC 0.09% No change 1,281 $144K
FAS Wealth Partners, Inc. 0.01% Add +0.8% 1,264 $142K
GeoWealth Management, LLC 0.01% No change 1,201 $135K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 1,195 $134K
Carolinas Wealth Consulting LLC 0.03% Add +0.5% 1,168 $131K
Manchester Capital Management LLC 0.02% New 1,158 $130K
Macroview Investment Management LLC 0.14% Add +257.1% 1,150 $129K
Smartleaf Asset Management LLC 0.02% Reduce -0.3% 1,131 $127K
Valley National Advisers Inc. 0.02% No change 1,044 $117K
Gould Capital, LLC 0.08% Add +13.5% 1,009 $113K
Caldwell Sutter Capital, Inc. 0.06% No change 1,001 $113K
Jones Financial Companies LLLP 0.00% New 984 $111K
Birchbrook, Inc. 0.07% No change 979 $110K
Cedar Wealth Management, LLC 0.04% No change 965 $108K
Christopher J. Hasenberg, Inc 0.05% Add +7.0% 931 $105K
Lynx Investment Advisory 0.07% — 875 $98K
TD Waterhouse Canada Inc. 0.00% No change 850 $96K
HighMark Wealth Management LLC 0.06% Add +0.8% 846 $95K
Castleview Partners, LLC 0.05% Add +0.8% 843 $95K
IAG Wealth Partners, LLC 0.02% New 779 $88K
Sugarloaf Wealth Management, LLC 0.01% Add +0.7% 742 $83K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -87.7% 714 $81K
Quent Capital, LLC 0.01% No change 697 $78K
BigSur Wealth Management LLC 0.02% No change 600 $67K
CVA Family Office, LLC 0.01% No change 594 $67K
Syntrinsic LLC 0.02% Add +0.9% 586 $66K
First Horizon Advisors, Inc. 0.00% Reduce -0.9% 576 $65K
MidAtlantic Capital Management, Inc. 0.05% No change 562 $63K
Spotlight Asset Group, Inc. 0.04% Add +57.1% 550 $62K
Tortoise Investment Management, LLC 0.01% Reduce -15.1% 533 $60K
CNB Bank 0.03% No change 500 $56K
Element Wealth, LLC 0.03% Add +0.6% 484 $54K
Anchor Investment Management, LLC 0.01% No change 462 $52K
TD Private Client Wealth LLC 0.00% New 436 $49K
Ashton Thomas Private Wealth, LLC 0.00% New 344 $39K
Financial Gravity Asset Management, Inc. 0.01% Add +5.9% 341 $38K
BOK Financial Private Wealth, Inc. 0.00% No change 340 $38K
HM Payson & Co. 0.00% No change 325 $37K
Headlands Technologies LLC 0.00% Reduce -89.7% 324 $36K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -29.3% 307 $35K
Morris Financial Concepts, Inc. 0.02% Add +2.7% 307 $34K
American Capital Advisory, LLC 0.02% Reduce -11.3% 329 $34K
Benjamin F. Edwards & Company, Inc. 0.00% Add +4.9% 259 $29K
Continuum Advisory, LLC 0.00% New 247 $28K
Breakwater Investment Management 0.01% No change 232 $26K
DB Fitzpatrick & Co, Inc 0.02% Reduce -21.8% 230 $26K
Westside Investment Management, Inc. 0.01% No change 205 $23K
McIlrath & Eck, LLC 0.00% Add +516.7% 185 $21K
Family Asset Management, LLC 0.01% No change 180 $20K
Winch Advisory Services, LLC 0.01% Add +0.6% 178 $20K
Main Street Group, LTD 0.01% No change 170 $19K
Dunhill Financial, LLC 0.01% Add +16.0% 167 $19K
Joseph Group Capital Management 0.01% No change 160 $18K
Vermillion & White Wealth Management Group, LLC 0.01% Add +0.8% 126 $14K
Avior Wealth Management, LLC 0.00% Reduce -2.5% 119 $13K
West Paces Advisors Inc. 0.00% Reduce -99.8% 111 $13K
Venturi Wealth Management, LLC 0.00% No change 106 $12K
Acima Private Wealth, LLC 0.00% New 106 $12K
Monetary Management Group Inc. 0.00% No change 100 $11K
SJS Investment Consulting Inc. 0.00% No change 95 $11K
Hazlett, Burt & Watson, Inc. 0.01% No change 91 $10K
Delta Asset Management LLC 0.00% No change 85 $10K
Private Ocean, LLC 0.00% No change 85 $10K
Paladin Advisory Group, LLC 0.01% Add +1.3% 79 $9K
Hollencrest Capital Management 0.00% No change 76 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 75 $8K
Lindbrook Capital, LLC 0.00% No change 70 $8K
Cherry Tree Wealth Management, LLC 0.00% No change 68 $8K
Tower Research Capital LLC (TRC) 0.00% New 63 $7K
Aptus Capital Advisors, LLC 0.00% Add +103.3% 61 $7K
Sandy Spring Bank 0.00% No change 60 $7K
Guardian Wealth Advisors, LLC / NC 0.00% Add +110.7% 59 $7K
Sachetta, LLC 0.00% Reduce -94.3% 59 $7K
Ridgewood Investments LLC 0.00% New 58 $7K
Tucker Asset Management LLC 0.00% No change 50 $6K
Beacon Capital Management, LLC 0.00% No change 46 $5K
Abound Wealth Management 0.00% No change 45 $5K
Balefire, LLC 0.00% New 43 $5K
Trivant Custom Portfolio Group, LLC 0.00% Reduce -70.8% 40 $4K
Clear Investment Research, LLC 0.01% No change 35 $4K
Principal Securities, Inc. 0.00% No change 33 $4K
Operose Advisors LLC 0.00% No change 30 $3K
JFS Wealth Advisors, LLC 0.00% No change 30 $3K
Annapolis Financial Services, LLC 0.00% No change 28 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 27 $3K
Richard Bernstein Advisors LLC 0.00% No change 27 $3K
GHP Investment Advisors, Inc. 0.00% New 24 $3K
Ameritas Investment Partners, Inc. 0.00% No change 15 $2K
EverSource Wealth Advisors, LLC 0.00% No change 5 $571
Horizon Investments, LLC 0.00% No change 2 $225
Larson Financial Group LLC 0.00% No change 1 $135
Asset Dedication, LLC 0.00% No change 1 $118
NewSquare Capital LLC 0.00% No change 1 $111
Harvest Fund Management Co., Ltd 0.00% No change 1 $0

"% of holder's portfolio" is ACWI's weight in each manager's 13F, not the share of iShares MSCI Acwi ETF the manager owns.