iShares MSCI Acwi ETFACWIETF
13F holders, Q1 2025 (March 31)681holders −38
36new positions
67sold out
4famous investors
$116.03avg. 13F price*
At the end of Q1 2025, 681 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, down 38 from Q4 2024. 36 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($959.0M), Johns Hopkins University ($484.9M) and Qalhat Capital Ltd ($285.3M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- iShares MSCI Acwi ETF
- CUSIP
- 464288257
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $235.2M |
| Exits | 67 | $466.1M |
All 13F filers, Q4 2024 → Q1 2025: 9,193,649 shares bought and 12,995,628 shares sold, net −3,801,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 681 holders
| Morgan Stanley | 0.07% | Add +13.1% | 8,239,805 | $959.0M |
| Johns Hopkins University | 18.30% | Add +8.2% | 4,166,396 | $484.9M |
| Qalhat Capital Ltd | 59.91% | Add +37.4% | 2,451,072 | $285.3M |
| BNP Paribas Financial Markets | 0.21% | Reduce -2.4% | 2,378,022 | $276.8M |
| P/E Global LLC | 57.99% | Reduce -1.3% | 2,201,318 | $256.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 6.37% | Reduce -22.1% | 1,867,714 | $217.4M |
| Allianz Asset Management GmbH | 0.30% | Add +1.8% | 1,760,090 | $204.9M |
| Sageworth Trust Co | 12.63% | Reduce -0.3% | 1,745,457 | $203.2M |
| Wells Fargo & Company | 0.05% | Reduce -10.7% | 1,723,254 | $200.6M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 81.72% | New | 1,543,643 | $179.7M |
| ICONIQ Capital, LLC | 2.98% | Reduce -7.6% | 1,444,664 | $168.1M |
| Bank of America Corp. | 0.01% | Reduce -27.1% | 1,347,392 | $156.8M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -8.9% | 1,261,399 | $146.8M |
| Federation des caisses Desjardins du Quebec | 0.69% | Reduce -15.3% | 1,189,640 | $138.5M |
| Sequoia Financial Advisors, LLC | 1.01% | Reduce -13.4% | 1,124,773 | $130.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.9% | 1,067,701 | $124.3M |
| Capital Advisors Inc. | 2.14% | Add +33.5% | 921,895 | $107.3M |
| Dimension Capital Management LLC | 17.87% | Reduce -5.0% | 865,526 | $100.7M |
| Bank of Nova Scotia | 0.22% | Add +106.0% | 833,168 | $97.0M |
| Evoke Wealth, LLC | 2.50% | Reduce -2.9% | 822,066 | $95.7M |
| Jennison Associates LLC | 0.06% | Add +494.0% | 790,200 | $92.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -18.2% | 771,405 | $89.8M |
| Prudential PLC | 0.45% | Reduce -1.5% | 766,531 | $89.2M |
| National Bank of Canada | 0.10% | Add +79.5% | 759,507 | $88.4M |
| Nomura Asset Management Co. Ltd. | 0.27% | Reduce -0.1% | 754,585 | $87.8M |
| Bogart Wealth, LLC | 3.76% | Reduce -0.8% | 684,940 | $79.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.75% | Add +37.3% | 641,303 | $74.7M |
| Hackensack Meridian Health, Inc. | 8.48% | Reduce -34.0% | 640,000 | $74.5M |
| Schroder Investment Management Group | 0.07% | Add +3140.0% | 570,395 | $66.3M |
| HSBC Holdings PLC | 0.04% | Add +17.3% | 561,341 | $65.3M |
| UBS Group AG | 0.01% | Reduce -37.4% | 546,281 | $63.6M |
| Allianz SE | 1.65% | Reduce -0.5% | 532,710 | $62.0M |
| Ieq Capital, LLC | 0.46% | Add +303.4% | 500,305 | $58.2M |
| BlackRock, Inc. | 0.00% | Reduce -27.3% | 485,396 | $56.5M |
| Assetmark, Inc. | 0.15% | Reduce -0.6% | 481,923 | $56.1M |
| Royal Bank of Canada | 0.01% | Reduce -25.3% | 474,271 | $55.2M |
| HighTower Advisors, LLC | 0.07% | Reduce -5.1% | 473,418 | $55.1M |
| Brown Advisory Inc. | 0.08% | Reduce -12.8% | 467,280 | $54.4M |
| Common Fund for Nonprofit Organizations | 5.86% | Add +56.1% | 452,652 | $52.7M |
| Bricktown Capital, LLC | 9.60% | Add +5.7% | 440,347 | $51.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -15.5% | 434,665 | $50.6M |
| Corient Private Wealth LP | 0.08% | Reduce -1.4% | 426,699 | $49.7M |
| Blue Trust, Inc. | 0.61% | Add +2.3% | 410,848 | $47.8M |
| Three Bridge Wealth Advisors, LLC | 15.87% | Add +1.1% | 391,881 | $45.6M |
| Bank of Montreal | 0.02% | Reduce -0.1% | 389,582 | $45.3M |
| Polen Capital Management LLC | 0.14% | Add +21.1% | 384,795 | $44.8M |
| Great Valley Advisor Group, Inc. | 0.92% | Add +1.7% | 367,609 | $42.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.13% | Reduce -15.0% | 350,458 | $40.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.6% | 348,658 | $40.6M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +48.7% | 347,611 | $40.4M |
| Mill Creek Capital Advisors, LLC | 0.93% | Reduce -1.2% | 329,729 | $38.4M |
| Pathstone Holdings, LLC | 0.16% | Reduce -0.4% | 322,579 | $37.5M |
| Bessemer Group Inc. | 0.07% | Reduce -28.0% | 315,569 | $36.7M |
| Granger Management LLC | 13.18% | Reduce -76.5% | 314,321 | $36.6M |
| Capital International Investors | 0.01% | Reduce -62.1% | 312,876 | $36.4M |
| Brandywine Managers, LLC | 41.01% | Reduce -15.0% | 293,679 | $34.2M |
| Verger Capital Management LLC | 14.90% | Add +19.9% | 291,080 | $33.9M |
| US Bancorp \de | 0.04% | Add +1.7% | 280,127 | $32.6M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.2% | 276,771 | $32.2M |
| Birnam Oak Advisors, LP | 13.39% | Reduce -2.1% | 274,800 | $32.0M |
| Bank Hapoalim BM | 4.72% | Add +11351.7% | 269,000 | $31.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 263,190 | $30.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -20.4% | 261,597 | $30.4M |
| Osaic Holdings, Inc. | 0.07% | Add +9.5% | 260,485 | $30.3M |
| Partners Capital Investment Group, LLP | 0.51% | Add +176.1% | 256,859 | $29.9M |
| Lazard Asset Management LLC | 0.05% | Reduce -21.4% | 255,415 | $29.7M |
| LPL Financial LLC | 0.01% | Reduce -9.7% | 251,534 | $29.3M |
| Truist Financial Corp. | 0.04% | Add +11.6% | 241,203 | $28.1M |
| Cambridge Associates LLC /Ma/ | 0.80% | Reduce -20.1% | 238,733 | $27.8M |
| Banco Santander, S.A. | 0.30% | Add +18.6% | 237,074 | $27.6M |
| Jasper Ridge Partners, L.P. | 0.88% | Add +8.3% | 236,047 | $27.5M |
| Sentinel Trust Co. Lba | 3.23% | Add +21.1% | 235,278 | $27.4M |
| Cerity Partners LLC | 0.06% | Add +57.4% | 234,450 | $27.3M |
| Ayalon Insurance Comp Ltd. | 8.68% | Add +5.2% | 231,050 | $26.9M |
| Oxford Financial Group, LTD. LLC | 1.83% | Reduce -5.2% | 224,629 | $26.1M |
| Focus Partners Wealth | 0.06% | Add +4.4% | 212,826 | $24.8M |
| Retirement Capital Strategies | 9.28% | New | 204,176 | $23.8M |
| Waldron Private Wealth LLC | 1.10% | Add +0.5% | 200,284 | $23.3M |
| Neuberger Berman Group LLC | 0.02% | Add +2.8% | 200,112 | $23.3M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -29.3% | 194,019 | $22.6M |
| Bremer Bank National Association | 4.01% | No change | 193,622 | $22.5M |
| Circle Wealth Management, LLC | 0.51% | No change | 187,610 | $21.8M |
| Privium Fund Management (UK) Ltd | 16.60% | Add +1.0% | 183,080 | $21.5M |
| Ameriprise Financial Inc. | 0.01% | Add +46.9% | 181,237 | $21.1M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -5.9% | 180,666 | $21.0M |
| Drake & Associates, LLC | 5.75% | Add +2.3% | 175,762 | $20.5M |
| GFS Advisors, LLC | 4.08% | Add +22.6% | 174,435 | $20.3M |
| Cresset Asset Management, LLC | 0.10% | Reduce -6.3% | 173,899 | $20.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +1.1% | 166,422 | $19.3M |
| Arlington Capital Management, Inc. | 14.59% | Reduce -37.7% | 165,436 | $19.3M |
| Lido Advisors, LLC | 0.11% | Reduce -2.5% | 161,951 | $18.8M |
| Citigroup Inc. | 0.01% | Reduce -60.4% | 158,859 | $18.5M |
| Naviter Wealth, LLC | 2.18% | Reduce -2.5% | 154,541 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +25.5% | 152,229 | $17.7M |
| Allen Investment Management, LLC | 0.20% | Reduce -0.3% | 150,890 | $17.6M |
| Equitable Trust Co. | 0.85% | Reduce -1.6% | 131,404 | $15.3M |
| Centaurus Financial, Inc. | 0.92% | Add +2.4% | 130,790 | $15.2M |
| Ashford Advisors, LLC | 3.57% | Reduce -0.3% | 122,756 | $14.3M |
| Sepio Capital, LP | 1.11% | Reduce -0.6% | 120,880 | $14.1M |
| Gotham Asset Management | 0.11% | No change | 117,483 | $13.7M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -22.1% | 115,135 | $13.4M |
| Wind River Trust Co | 5.73% | Reduce -5.6% | 114,699 | $13.3M |
| Plan Group Financial, LLC | 4.60% | Add +40.5% | 110,768 | $12.9M |
| Barclays PLC | 0.01% | Reduce -0.1% | 108,402 | $12.6M |
| BluePointe Capital Management, LLC | 4.64% | Add +74.6% | 104,716 | $12.2M |
| IFC Advisors LLC | 2.53% | Reduce -0.5% | 104,321 | $12.1M |
| Captrust Financial Advisors | 0.03% | Add +3.5% | 104,185 | $12.1M |
| Cwm, LLC | 0.05% | Add +7.1% | 102,551 | $11.9M |
| Waverly Advisors, LLC | 0.15% | Reduce -2.1% | 102,489 | $11.9M |
| Advisory Research Inc. | 2.06% | Add +430.9% | 100,374 | $11.7M |
| Ausdal Financial Partners, Inc. | 0.83% | Reduce -6.3% | 94,603 | $11.0M |
| WestEnd Advisors, LLC | 0.29% | Add +5.4% | 92,423 | $10.8M |
| Dorsey & Whitney Trust CO LLC | 0.61% | No change | 90,483 | $10.5M |
| PFG Advisors | 0.56% | Reduce -10.2% | 86,812 | $10.1M |
| Charter Oak Capital Management, LLC | 0.92% | Reduce -0.9% | 86,164 | $10.0M |
| Cetera Investment Advisers | 0.02% | Add +13.1% | 85,209 | $9.9M |
| SG Americas Securities, LLC | 0.03% | Add +5.8% | 84,986 | $9.9M |
| Gryphon Financial Partners LLC | 1.46% | Reduce -32.2% | 84,507 | $9.8M |
| VPR Management LLC | 4.71% | No change | 83,300 | $9.7M |
| DT Investment Partners, LLC | 0.93% | No change | 83,203 | $9.7M |
| NYL Investors LLC | 0.63% | Reduce -10.2% | 83,200 | $9.7M |
| Comerica Bank | 0.04% | Reduce -7.8% | 82,437 | $9.6M |
| North Berkeley Wealth Management, LLC | 9.97% | Add +2.8% | 82,314 | $9.6M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -2.6% | 81,403 | $9.5M |
| AlTi Global, Inc. | 0.25% | Reduce -1.3% | 81,337 | $9.5M |
| Unique Wealth, LLC | 1.77% | Reduce -5.1% | 80,587 | $9.4M |
| Victory Capital Management Inc. | 0.01% | Add +90.3% | 80,414 | $9.4M |
| HB Wealth Management, LLC | 0.08% | Add +283.0% | 80,391 | $9.4M |
| Fsa Wealth Partners, Inc. | 3.51% | Add +2.9% | 79,665 | $9.3M |
| Altrafin AG | 3.60% | Add +169.5% | 79,500 | $9.3M |
| Lowe Brockenbrough & Co. Inc. | 0.59% | Reduce -3.7% | 76,970 | $9.0M |
| Prudential Financial Inc. | 0.01% | Add +179.0% | 71,700 | $8.3M |
| Amplius Wealth Advisors, LLC | 0.85% | Reduce -0.5% | 70,437 | $8.2M |
| BIP Wealth, LLC | 0.53% | Reduce -1.5% | 69,840 | $8.1M |
| Wellington Management Group LLP | 0.00% | Add +79.6% | 69,202 | $8.1M |
| Mariner, LLC | 0.01% | Reduce -4.9% | 68,546 | $8.0M |
| Wealthspire Advisors, LLC | 0.05% | No change | 65,321 | $7.6M |
| Able Wealth Management LLC | 4.38% | Add +0.2% | 63,403 | $7.4M |
| TD Capital Management LLC | 0.74% | Reduce -0.4% | 62,807 | $7.3M |
| Clearstead Advisors, LLC | 0.11% | Add +3.6% | 61,903 | $7.2M |
| Brandywine Trust Co. | 1.11% | Add +533.2% | 61,715 | $7.2M |
| Pinebridge Investments, L.P. | 0.06% | No change | 61,664 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Add +3.9% | 61,068 | $7.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Add +202.6% | 64,917 | $7.1M |
| Capital Group Private Client Services, Inc. | 0.07% | Reduce -96.2% | 60,836 | $7.1M |
| FMR LLC | 0.00% | Reduce -78.7% | 60,449 | $7.0M |
| Cahaba Wealth Management, Inc. | 0.58% | Reduce -0.9% | 60,202 | $7.0M |
| Centerstone Investors, LLC | 16.37% | New | 59,300 | $6.9M |
| Parallel Advisors, LLC | 0.15% | Reduce -0.2% | 58,493 | $6.8M |
| Northern Trust Corp. | 0.00% | Reduce -72.3% | 58,058 | $6.8M |
| Glenmede Trust Co. NA | 0.03% | Add +3.9% | 54,483 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.3% | 53,777 | $6.3M |
| Financial Enhancement Group LLC | 0.95% | Add +0.3% | 54,079 | $6.1M |
| LexAurum Advisors, LLC | 1.13% | Reduce -1.3% | 50,291 | $5.9M |
| Leavell Investment Management, Inc. | 0.29% | No change | 50,275 | $5.9M |
| Creative Planning | 0.01% | Add +10.2% | 49,959 | $5.8M |
| Moneda S.A. Administradora General de Fondos | 6.15% | Add +4.6% | 49,215 | $5.7M |
| SteelPeak Wealth, LLC | 0.24% | New | 48,426 | $5.6M |
| Northside Capital Management, LLC | 0.91% | Reduce -0.1% | 48,109 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.2% | 47,515 | $5.5M |
| Beirne Wealth Consulting Services, LLC | 1.96% | Add +0.5% | 47,278 | $5.5M |
| Avestar Capital, LLC | 0.52% | Add +206.5% | 47,269 | $5.5M |
| Peak Financial Management, Inc. | 1.60% | Add +1.1% | 45,996 | $5.4M |
| MayTech Global Investments, LLC | 0.69% | Add +183.7% | 45,874 | $5.3M |
| Pictet North America Advisors SA | 0.53% | Reduce -48.3% | 45,475 | $5.3M |
| Frank, Rimerman Advisors LLC | 0.41% | No change | 44,053 | $5.1M |
| Capital World Investors | 0.00% | Reduce -55.6% | 43,471 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.2% | 43,132 | $5.0M |
| Atwater Malick LLC | 1.70% | Add +2.5% | 43,117 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +345.5% | 42,391 | $4.9M |
| Atria Investments, Inc | 0.06% | Reduce -24.6% | 42,354 | $4.9M |
| Union Bancaire Privee, UBP SA | 0.10% | Reduce -74.7% | 39,001 | $4.9M |
| BBR Partners, LLC | 0.34% | Add +73.6% | 41,915 | $4.9M |
| Lee Financial Co | 0.73% | Add +1.4% | 41,068 | $4.8M |
| Wescott Financial Advisory Group, LLC | 0.49% | Add +5.8% | 40,695 | $4.7M |
| Independent Wealth Network Inc. | 1.88% | Add +0.3% | 40,499 | $4.7M |
| Zurich Insurance Group Ltd | 0.04% | Reduce -19.7% | 39,594 | $4.7M |
| Silver Oak Securities, Incorporated | 0.44% | Add +0.3% | 40,108 | $4.7M |
| Retirement Income Solutions, Inc. | 0.97% | Reduce -2.5% | 39,757 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -71.0% | 39,683 | $4.6M |
| Sand Hill Global Advisors, LLC | 0.19% | No change | 39,577 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -16.1% | 38,524 | $4.5M |
| Ballentine Partners, LLC | 0.08% | No change | 37,838 | $4.4M |
| CW Advisors, LLC | 0.05% | Reduce -0.3% | 37,659 | $4.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +22.0% | 37,442 | $4.4M |
| Madrona Financial Services, LLC | 1.19% | Reduce -16.6% | 37,069 | $4.3M |
| Financial Council, LLC | 2.29% | Reduce -0.3% | 36,420 | $4.2M |
| USAdvisors Wealth Management, LLC | 1.43% | Reduce -13.5% | 35,254 | $4.1M |
| Diversified Trust Co. | 0.10% | Reduce -0.1% | 35,219 | $4.1M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -4.2% | 34,719 | $4.0M |
| Harding Loevner LP | 0.03% | Reduce -64.7% | 34,592 | $4.0M |
| Clarius Group, LLC | 0.25% | No change | 34,570 | $4.0M |
| PAX Financial Group, LLC | 0.71% | Reduce -9.7% | 34,270 | $4.0M |
| Debussy Capital Management LP | 0.64% | Add +1.0% | 34,055 | $4.0M |
| Sava Infond d.o.o. | 0.74% | No change | 33,450 | $3.9M |
| Intergy Private Wealth, LLC | 1.47% | No change | 33,225 | $3.9M |
| Sharkey, Howes & Javer | 0.54% | Reduce -2.3% | 32,132 | $3.7M |
| SBI Securities Co., Ltd. | 0.12% | Add +312.9% | 31,868 | $3.7M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.1% | 31,780 | $3.7M |
| Saxony Capital Management, LLC | 3.22% | Reduce -12.4% | 31,486 | $3.7M |
| Well Done, LLC | 0.66% | Add +1.4% | 31,121 | $3.7M |
| Sageworth Trust Co of South Dakota | 4.35% | No change | 31,062 | $3.6M |
| BSW Wealth Partners | 0.55% | Reduce 0.0% | 30,859 | $3.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | Reduce -0.1% | 30,575 | $3.6M |
| National Philanthropic Trust | 0.06% | New | 30,329 | $3.5M |
| Advisor OS, LLC | 0.40% | Add +1.2% | 30,207 | $3.5M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -5.3% | 30,029 | $3.5M |
| MainStreet Investment Advisors LLC | 0.51% | Reduce -4.6% | 29,939 | $3.5M |
| RFP Financial Group LLC | 1.33% | Add +1.2% | 28,287 | $3.3M |
| Bluespring Wealth Management, LLC | 0.33% | Reduce -3.9% | 27,830 | $3.2M |
| Quadrant Capital Group LLC | 0.12% | Reduce -26.0% | 27,648 | $3.2M |
| Rik Saylor Financial, Inc. | 2.82% | Reduce -0.0% | 27,521 | $3.2M |
| Shepherd Kaplan Krochuk, LLC | 2.72% | Add +0.1% | 27,316 | $3.2M |
| Signaturefd, LLC | 0.06% | Reduce -0.3% | 27,105 | $3.2M |
| Barings LLC | 0.08% | No change | 26,991 | $3.1M |
| Keel Point, LLC | 0.24% | Reduce -6.3% | 26,966 | $3.1M |
| Golden State Wealth Management, LLC | 0.46% | Add +6.3% | 26,642 | $3.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 26,535 | $3.1M |
| Pennington Partners & Co., LLC | 1.75% | Reduce -0.0% | 26,277 | $3.1M |
| SCS Capital Management LLC | 0.04% | Add +324.0% | 26,092 | $3.0M |
| Arkos Global Advisors | 0.44% | Reduce -23.1% | 25,707 | $3.0M |
| Waddell & Associates, LLC | 0.36% | Reduce -1.1% | 25,247 | $2.9M |
| Marex Group Ltd | 0.06% | No change | 25,120 | $2.9M |
| PFW Advisors LLC | 0.90% | Add +1.5% | 24,575 | $2.9M |
| St. Louis Trust Co | 0.40% | Reduce -1.2% | 23,989 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -0.7% | 23,694 | $2.8M |
| RDA Financial Network | 0.81% | Add +0.1% | 23,253 | $2.7M |
| World Investment Advisors | 0.07% | Add +2.0% | 23,007 | $2.7M |
| Klaas Financial Asset Advisors, LLC | 0.46% | Add +0.0% | 22,900 | $2.7M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -12.8% | 22,701 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.9% | 22,558 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.7% | 22,027 | $2.6M |
| Millennium Management | 0.00% | Add +405.4% | 21,963 | $2.6M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -0.7% | 21,850 | $2.5M |
| Faithward Advisors, LLC | 0.44% | Add +11.5% | 21,497 | $2.5M |
| Aries Wealth Management | 0.67% | Add +1.8% | 21,054 | $2.5M |
| CKW Financial Group | 0.30% | Add +5.0% | 20,679 | $2.4M |
| Brighton Jones LLC | 0.08% | Reduce -4.7% | 20,375 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -3.9% | 20,287 | $2.4M |
| Wick Capital Partners, LLC | 0.69% | New | 19,842 | $2.3M |
| Austin Wealth Management, LLC | 0.46% | Reduce -6.2% | 19,958 | $2.3M |
| Callan Family Office, LLC | 0.17% | Reduce -20.5% | 19,770 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.2% | 19,686 | $2.3M |
| Pure Financial Advisors, LLC | 0.05% | Add +10.9% | 19,436 | $2.3M |
| Arcus Capital Partners, LLC | 0.91% | Reduce -17.3% | 19,390 | $2.3M |
| Capital Research Global Investors | 0.00% | Reduce -38.0% | 19,196 | $2.2M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -0.8% | 19,154 | $2.2M |
| First Citizens Bank & Trust Co. | 0.06% | Add +5.8% | 19,124 | $2.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +104.4% | 18,723 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -25.2% | 18,643 | $2.2M |
| Hirtle & Co., LLC | 0.10% | Reduce -0.4% | 18,631 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.4% | 18,275 | $2.1M |
| Fund Evaluation Group, LLC | 0.09% | Reduce -1.1% | 18,212 | $2.1M |
| John W. Brooker & Co., CPAs | 0.86% | Add +5.7% | 17,934 | $2.1M |
| Catalyst Private Wealth, LLC | 1.02% | No change | 17,931 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -1.4% | 17,779 | $2.1M |
| Greystone Financial Group, LLC | 0.38% | Add +15.6% | 17,774 | $2.1M |
| Saranac Partners Ltd | 1.19% | Reduce -30.8% | 17,725 | $2.1M |
| KBC Group NV | 0.01% | New | 17,595 | $2.0M |
| Wolf Group Capital Advisors | 0.69% | Reduce -26.4% | 17,552 | $2.0M |
| Metis Global Partners, LLC | 0.06% | Add +42.7% | 17,466 | $2.0M |
| MAI Capital Management | 0.02% | Reduce -4.3% | 17,455 | $2.0M |
| Aspiriant, LLC | 0.07% | Reduce -4.7% | 17,024 | $2.0M |
| Savant Capital, LLC | 0.02% | Add +179.4% | 16,732 | $1.9M |
| SeaBridge Investment Advisors LLC | 0.42% | Reduce -18.4% | 16,687 | $1.9M |
| Summit Financial, LLC | 0.05% | Add +51.3% | 16,536 | $1.9M |
| Clarus Wealth Advisors | 1.03% | Add +6.4% | 17,063 | $1.9M |
| Strategic Blueprint, LLC | 0.10% | Reduce -2.1% | 15,942 | $1.9M |
| Roth Financial Partners LLC | 0.73% | Reduce -1.5% | 15,802 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -49.4% | 15,687 | $1.8M |
| Midwest Heritage Bank, FSB | 0.75% | No change | 15,647 | $1.8M |
| Insigneo Advisory Services, LLC | 0.19% | Add +11.3% | 15,640 | $1.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.06% | Add +147.8% | 15,536 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +28.6% | 15,228 | $1.8M |
| SYM FINANCIAL Corp | 0.22% | Add +2.5% | 15,107 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -36.2% | 15,001 | $1.7M |
| LRI Investments, LLC | 0.17% | New | 14,957 | $1.7M |
| Mesirow Financial Investment Management, Inc. | 0.03% | No change | 14,940 | $1.7M |
| Evelyn Partners Asset Management Ltd | 0.48% | Add +74.9% | 14,885 | $1.7M |
| Angeles Investment Advisors, LLC | 0.09% | Reduce -2.4% | 14,815 | $1.7M |
| GTS Securities LLC | 0.07% | Add +215.2% | 14,705 | $1.7M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Reduce -1.0% | 14,660 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -1.4% | 14,519 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -8.1% | 14,410 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.54% | Add +0.9% | 14,274 | $1.7M |
| Old National Bancorp | 0.04% | No change | 14,134 | $1.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.74% | Add +43.8% | 14,127 | $1.6M |
| Financial Advocates Investment Management | 0.12% | No change | 14,081 | $1.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.6% | 13,935 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +2.8% | 13,864 | $1.6M |
| Rathbones Group PLC | 0.01% | Add +14.4% | 13,766 | $1.6M |
| Astoria Strategic Wealth, Inc. | 0.47% | No change | 13,620 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +0.0% | 13,371 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -18.2% | 13,311 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -12.4% | 13,259 | $1.5M |
| Caprock Group, LLC | 0.05% | Add +256.9% | 13,096 | $1.5M |
| Haverford Trust Co | 0.02% | No change | 13,052 | $1.5M |
| Veltria Advisors Corp. | 0.96% | Reduce -4.5% | 12,652 | $1.5M |
| AMG National Trust Bank | 0.04% | No change | 12,543 | $1.5M |
| Arlington Trust Co LLC | 0.31% | No change | 12,500 | $1.5M |
| Empirical Finance, LLC | 0.09% | No change | 12,489 | $1.5M |
| Lifelong Wealth Advisors, Inc. | 0.68% | No change | 12,429 | $1.4M |
| Headlands Technologies LLC | 0.16% | Reduce -57.5% | 12,406 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -5.3% | 12,364 | $1.4M |
| Atlas Capital Advisors Inc. | 0.18% | Add +5.2% | 12,240 | $1.4M |
| G&S Capital LLC | 0.60% | Add +3.9% | 12,099 | $1.4M |
| Great Waters Wealth Management | 0.19% | Reduce -1.5% | 12,010 | $1.4M |
| Evergreen Capital Management LLC | 0.05% | No change | 11,930 | $1.4M |
| Activest Wealth Management | 0.37% | Add +5.7% | 11,765 | $1.4M |
| Shum Financial Group, Inc. | 1.17% | Add +2.0% | 11,614 | $1.4M |
| Causeway Capital Management LLC | 0.03% | Reduce -49.6% | 11,604 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +92.3% | 11,573 | $1.3M |
| TFO Wealth Partners, LLC | 0.27% | New | 11,527 | $1.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.42% | Reduce -5.9% | 8,000 | $1.3M |
| Quadrature Capital Ltd | 0.03% | New | 11,366 | $1.3M |
| Choate Investment Advisors | 0.03% | Add +9.6% | 11,311 | $1.3M |
| Rhumbline Advisers | 0.00% | No change | 11,224 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +118.2% | 11,200 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -0.8% | 11,187 | $1.3M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,155 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +16.9% | 10,952 | $1.3M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.3M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -2.5% | 10,537 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.46% | Reduce -2.0% | 10,480 | $1.2M |
| Erste Asset Management GmbH | 0.02% | Add +4758.1% | 242,955 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.48% | No change | 10,475 | $1.2M |
| Cambiar Investors LLC | 0.05% | Reduce -39.7% | 10,347 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 10,000 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -15.1% | 9,675 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.12% | Add +0.8% | 9,572 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.46% | Reduce -0.0% | 10,182 | $1.1M |
| Montecito Bank & Trust | 0.20% | Reduce -9.4% | 9,540 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +15.3% | 9,396 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Reduce -10.4% | 9,331 | $1.1M |
| YHB Investment Advisors, Inc. | 0.09% | Reduce -28.7% | 9,200 | $1.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +4.1% | 9,126 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -28.1% | 9,097 | $1.1M |
| Columbus Macro, LLC | 0.14% | Reduce -7.4% | 8,977 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 10,085 | $1.0M |
| GQG Partners LLC | 0.00% | Reduce -42.6% | 8,887 | $1.0M |
| Fiduciary Trust Co | 0.01% | Reduce -14.3% | 8,817 | $1.0M |
| Sierra Capital LLC | 0.12% | Reduce -17.2% | 8,811 | $1.0M |
| Stonebrook Private Inc. | 0.26% | Reduce -8.7% | 8,732 | $1.0M |
| NavPoint Financial, Inc. | 0.71% | No change | 8,650 | $1.0M |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $966K |
| Sonoma Private Wealth LLC | 1.33% | No change | 8,260 | $961K |
| Prospect Financial Services LLC | 0.53% | Reduce -1.7% | 8,174 | $951K |
| Atlas Legacy Advisors, LLC | 0.23% | No change | 7,634 | $914K |
| Merit Financial Group, LLC | 0.01% | Add +3.0% | 7,768 | $904K |
| NTV Asset Management LLC | 0.12% | Reduce -16.9% | 7,742 | $901K |
| Wealth Architects, LLC | 0.10% | No change | 7,694 | $896K |
| Sfmg, LLC | 0.07% | No change | 7,592 | $884K |
| Advisory Services Network, LLC | 0.02% | Reduce -6.2% | 7,561 | $880K |
| Ifrah Financial Services, Inc. | 0.25% | Reduce -15.7% | 7,526 | $876K |
| Winthrop Advisory Group LLC | 0.10% | Add +11.9% | 7,448 | $867K |
| Sunflower Bank, N.A. | 0.24% | No change | 7,421 | $864K |
| Regions Financial Corp. | 0.01% | New | 7,413 | $863K |
| Longview Financial Advisors LLC | 0.57% | Reduce -2.1% | 7,372 | $858K |
| Commerce Bank | 0.01% | Reduce -1.2% | 7,366 | $857K |
| Avior Wealth Management, LLC | 0.03% | Add +1120.5% | 7,335 | $854K |
| Patten Group, Inc. | 0.20% | Add +1.6% | 7,323 | $852K |
| Fifth Third Wealth Advisors LLC | 0.04% | No change | 7,300 | $850K |
| Wedbush Securities Inc. | 0.03% | Add +9.9% | 7,241 | $843K |
| Whittier Trust Co. | 0.01% | Add +0.5% | 7,228 | $841K |
| Mgo One Seven LLC | 0.03% | Add +226.2% | 7,121 | $829K |
| Blair William & Co. | 0.00% | Reduce -22.6% | 7,074 | $823K |
| Fiducient Advisors LLC | 0.10% | Add +5.9% | 6,979 | $812K |
| &partners | 0.01% | Add +27.4% | 6,984 | $812K |
| Sheets Smith Wealth Management | 0.10% | Reduce -0.2% | 6,930 | $807K |
| St Germain D J Co. Inc. | 0.04% | Reduce -0.5% | 6,895 | $803K |
| Mather Group, Llc. | 0.01% | Add +11.8% | 6,847 | $797K |
| Vident Advisory, LLC | 0.01% | Reduce -1.6% | 6,729 | $783K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.2% | 6,717 | $782K |
| Transcend Capital Advisors, LLC | 0.06% | Add +27.9% | 6,644 | $773K |
| 44 Wealth Management LLC | 0.29% | New | 6,639 | $773K |
| Trek Financial, LLC | 0.06% | No change | 6,605 | $769K |
| Apeiron RIA LLC | 0.23% | No change | 6,560 | $764K |
| Fulton Bank, N.A. | 0.03% | New | 6,372 | $742K |
| Bailard, Inc. | 0.02% | No change | 6,274 | $730K |
| Capasso Planning Partners LLC | 0.30% | Add +11.0% | 6,242 | $727K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -1.0% | 6,167 | $718K |
| Y.D. More Investments Ltd | 0.06% | Add +47.1% | 6,090 | $708K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 6,034 | $702K |
| Nations Financial Group Inc, /Ia/ | 0.05% | No change | 6,002 | $699K |
| GenTrust, LLC | 0.03% | No change | 5,988 | $697K |
| Wexford Capital LP | 0.18% | Add +71.7% | 5,931 | $690K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,828 | $678K |
| Ballew Advisors, Inc | 0.45% | No change | 6,016 | $668K |
| Landing Point Financial Group, LLC | 0.50% | New | 5,698 | $663K |
| Strategic Financial Partners, Ltd. | 0.34% | No change | 5,620 | $654K |
| Gries Financial LLC | 0.13% | No change | 5,575 | $649K |
| New York Life Investment Management LLC | 0.01% | Add +7.4% | 5,558 | $647K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.1% | 5,507 | $641K |
| Advisory Alpha, LLC | 0.02% | Add +0.1% | 5,462 | $636K |
| Eight 31 Financial, LLC | 0.41% | Add +9.2% | 5,457 | $635K |
| Altfest L J & Co. Inc. | 0.08% | No change | 5,455 | $635K |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 5,441 | $633K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 5,438 | $633K |
| Aaron Wealth Advisors LLC | 0.07% | No change | 5,366 | $625K |
| Bellwether Advisors, LLC | 0.13% | Add +3.6% | 5,363 | $624K |
| Balentine LLC | 0.03% | Reduce -0.5% | 5,345 | $622K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.3% | 5,273 | $614K |
| Annandale Capital, LLC | 0.11% | Add +2.7% | 5,210 | $606K |
| 2UniFi Bank | 0.39% | No change | 4,950 | $598K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -10.8% | 5,113 | $595K |
| GDS Wealth Management | 0.05% | Reduce -4.8% | 5,085 | $592K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -3.3% | 4,927 | $573K |
| Highland Capital Management, LLC | 0.03% | Reduce -19.0% | 4,891 | $569K |
| Sowell Financial Services LLC | 0.03% | New | 4,868 | $567K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 4,767 | $565K |
| Rather & Kittrell, Inc. | 0.12% | Reduce -0.3% | 4,856 | $565K |
| Dana Investment Advisors, Inc. | 0.02% | Add +8.6% | 4,856 | $565K |
| RFG Advisory, LLC | 0.01% | No change | 4,755 | $553K |
| Courage Miller Partners, LLC | 0.19% | No change | 4,750 | $553K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -2.1% | 4,717 | $549K |
| New Capital Management LP | 0.16% | No change | 4,674 | $544K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -5.5% | 4,655 | $542K |
| Provenance Wealth Advisors, LLC | 0.08% | No change | 4,614 | $537K |
| Sigma Planning Corp | 0.02% | Reduce -9.6% | 4,532 | $527K |
| Synovus Financial Corp. | 0.01% | Reduce -83.4% | 4,516 | $526K |
| Simplicity Wealth,LLC | 0.04% | Add +139.2% | 4,496 | $523K |
| Alhambra Investment Management LLC | 0.26% | Reduce -10.6% | 4,387 | $511K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 4,384 | $510K |
| Brightwater Advisory LLC | 0.40% | No change | 4,340 | $505K |
| Rovin Capital /Ut/ | 0.16% | No change | 4,322 | $503K |
| Modus Advisors, LLC | 0.16% | No change | 4,314 | $502K |
| Belpointe Asset Management LLC | 0.03% | Add +7.8% | 4,307 | $501K |
| Transatlantique Private Wealth LLC | 0.20% | Reduce -52.4% | 4,245 | $494K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -8.7% | 4,216 | $491K |
| Naples Global Advisors, LLC | 0.05% | Reduce -3.0% | 4,205 | $489K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $489K |
| Regatta Capital Group, LLC | 0.09% | No change | 4,198 | $489K |
| Ssa Swiss Advisors AG | 0.25% | — | 4,192 | $488K |
| Redwood Investment Management, LLC | 0.05% | Reduce -1.1% | 4,127 | $480K |
| Accurate Wealth Management, LLC | 0.09% | No change | 4,312 | $479K |
| Magnus Financial Group LLC | 0.05% | Reduce -4.8% | 4,104 | $478K |
| Americana Partners, LLC | 0.02% | Add +2.2% | 4,102 | $477K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -50.0% | 4,084 | $475K |
| IFP Advisors, Inc | 0.01% | Add +5.2% | 4,074 | $474K |
| GC Wealth Management RIA, LLC | 0.09% | No change | 4,032 | $469K |
| Ancora Advisors LLC | 0.01% | No change | 4,000 | $466K |
| GM Advisory Group, LLC | 0.02% | Add +12.6% | 3,934 | $458K |
| Oak Family Advisors, LLC | 0.19% | Reduce -68.1% | 3,890 | $453K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.9% | 3,892 | $452K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Add +7.3% | 3,820 | $445K |
| Stephens Inc. | 0.01% | Add +1.0% | 3,744 | $436K |
| Clearview Wealth Advisors LLC | 0.33% | No change | 3,742 | $436K |
| ONE Advisory Partners, LLC | 0.19% | Reduce -4.7% | 3,734 | $435K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -15.8% | 3,731 | $434K |
| Certuity, LLC | 0.04% | No change | 3,684 | $429K |
| Cape Ann Savings Bank | 0.27% | Reduce -0.8% | 3,683 | $429K |
| Credit Agricole S A | 0.00% | Reduce -75.5% | 3,671 | $427K |
| JFG Wealth Management, LLC | 0.10% | Reduce -72.2% | 3,653 | $425K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -1.1% | 3,577 | $416K |
| New Republic Capital, LLC | 0.18% | Add +17.3% | 3,569 | $415K |
| Genesis Wealth Advisors, LLC | 0.34% | Reduce -2.4% | 3,555 | $414K |
| UMB Bank, n.a. | 0.01% | No change | 3,520 | $410K |
| Pathway Financial Advisors LLC | 0.07% | Add +54.3% | 3,502 | $408K |
| Hancock Whitney Corp. | 0.01% | No change | 3,485 | $406K |
| First Citizens Asset Management, Inc. | 0.16% | Reduce -7.4% | 3,484 | $406K |
| Nottingham Advisors, Inc. | 0.06% | Reduce -74.5% | 3,473 | $404K |
| AA Financial Advisors, LLC | 0.10% | No change | 3,456 | $402K |
| Lanark Financial, Inc. | 0.03% | — | 3,460 | $402K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +2.9% | 3,428 | $399K |
| Clark Capital Management Group, Inc. | 0.00% | New | 3,414 | $397K |
| Garde Capital, Inc. | 0.02% | No change | 3,344 | $389K |
| Modera Wealth Management, LLC | 0.01% | No change | 3,312 | $385K |
| High Probability Advisors, LLC | 0.06% | No change | 3,253 | $379K |
| Greenup Street Wealth Management LLC | 0.07% | No change | 3,216 | $374K |
| First Trust Advisors LP | 0.00% | Reduce -59.6% | 3,214 | $374K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 3,182 | $370K |
| Independent Financial Group, LLC | 0.01% | Add +30.0% | 3,146 | $366K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -20.8% | 3,139 | $365K |
| Phoenix Financial Ltd. | 0.01% | Reduce -9.1% | 3,120 | $363K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,096 | $360K |
| LVW Advisors, LLC | 0.04% | Reduce -26.7% | 3,077 | $358K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.4% | 3,072 | $358K |
| HBK Sorce Advisory LLC | 0.01% | No change | 3,069 | $357K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +41.5% | 3,048 | $355K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -5.4% | 3,004 | $350K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $349K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 3,000 | $349K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.9% | 2,996 | $349K |
| Country Club Bank | 0.02% | Add +15.2% | 2,990 | $348K |
| Blue Edge Capital, LLC | 0.06% | Add +0.0% | 2,982 | $347K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.1% | 2,966 | $345K |
| GR Financial Group, LLC | 0.05% | Reduce -25.0% | 2,959 | $344K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -35.0% | 2,934 | $341K |
| Ruggaard & Associates LLC | 0.15% | Add +3.9% | 2,923 | $340K |
| Prospera Financial Services Inc | 0.01% | Add +8.5% | 2,914 | $339K |
| DSG Capital Advisors, LLC | 0.07% | Reduce -0.3% | 2,912 | $339K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $338K |
| Keybank National Association | 0.00% | No change | 2,887 | $336K |
| Sequent Asset Management, LLC | 0.19% | No change | 2,873 | $334K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -28.1% | 2,822 | $328K |
| LWM Advisors Inc. | 0.39% | No change | 2,753 | $328K |
| Spire Wealth Management | 0.01% | No change | 2,814 | $327K |
| TKG Advisors, LLC | 0.16% | Add +0.4% | 2,809 | $327K |
| K.J. Harrison & Partners Inc | 0.06% | Reduce -82.3% | 2,800 | $326K |
| Cyr Financial Inc. | 0.29% | Reduce -11.5% | 2,764 | $322K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -2.1% | 2,756 | $321K |
| Regal Investment Advisors LLC | 0.03% | Reduce -3.5% | 2,729 | $318K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $317K |
| Sandbox Financial Partners, LLC | 0.11% | Reduce -94.6% | 2,726 | $317K |
| Hemington Wealth Management | 0.05% | Reduce -25.4% | 2,730 | $317K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $316K |
| Trivium Point Advisory, LLC | 0.04% | No change | 2,703 | $315K |
| Belmont Capital, LLC | 0.06% | No change | 2,697 | $314K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 2,694 | $314K |
| Jones Financial Companies LLLP | 0.00% | Add +14.6% | 2,684 | $312K |
| Allworth Financial LP | 0.00% | Add +24.0% | 2,700 | $312K |
| Hamilton Wealth, LLC | 0.07% | Add +20.8% | 2,615 | $304K |
| Tiaa Trust, National Association | 0.00% | Reduce -10.5% | 2,609 | $304K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.7% | 2,597 | $302K |
| Sapient Capital LLC | 0.01% | No change | 2,587 | $301K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 2,550 | $300K |
| Allen Capital Group, LLC | 0.03% | New | 2,560 | $298K |
| Friedenthal Financial | 0.18% | No change | 2,538 | $295K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +7.5% | 2,534 | $295K |
| Balboa Wealth Partners | 0.07% | Add +3.4% | 2,529 | $294K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.3% | 2,506 | $292K |
| Seven Post Investment Office LP | 0.11% | No change | 2,488 | $290K |
| Cassia Capital Partners, LLC | 0.18% | Reduce -3.7% | 2,483 | $289K |
| Essex Bank | 0.07% | Reduce -6.2% | 2,473 | $288K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.1% | 2,457 | $287K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -34.7% | 2,448 | $285K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $281K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -96.8% | 2,411 | $281K |
| Orin Green Financial, LLC | 0.13% | New | 2,550 | $279K |
| Bridgewater Advisors Inc. | 0.02% | New | 2,372 | $277K |
| Warburton Capital Management, LLC | 0.20% | No change | 2,381 | $277K |
| Modern Wealth Management, LLC | 0.01% | Add +1.7% | 2,368 | $276K |
| Highlander Partners, L.P. | 0.17% | No change | 2,360 | $275K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,349 | $273K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.7% | 2,330 | $271K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +25.3% | 2,316 | $270K |
| Weil Company, Inc. | 0.08% | Reduce -13.1% | 2,298 | $267K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $267K |
| Leo Wealth, LLC | 0.04% | New | 2,282 | $266K |
| Kestra Investment Management, LLC | 0.01% | New | 2,282 | $266K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,281 | $265K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,257 | $263K |
| PDS Planning, Inc | 0.02% | No change | 2,222 | $259K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $258K |
| McNamara Financial Services, Inc. | 0.05% | New | 2,178 | $253K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 2,149 | $250K |
| Eagle Strategies LLC | 0.04% | Reduce -1.1% | 2,138 | $249K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 2,130 | $248K |
| Battery Global Advisors, LLC | 0.14% | Reduce -16.1% | 2,116 | $246K |
| Moran Wealth Management, LLC | 0.01% | Reduce -94.4% | 2,114 | $246K |
| Crewe Advisors LLC | 0.03% | No change | 2,111 | $246K |
| Veridan Wealth LLC | 0.11% | Reduce -2.3% | 2,103 | $245K |
| Traveka Wealth, LLC | 0.14% | No change | 2,096 | $244K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -0.1% | 2,076 | $242K |
| M&T Bank Corp | 0.00% | No change | 2,074 | $241K |
| Christopher J. Hasenberg, Inc | 0.10% | Add +38.5% | 2,052 | $240K |
| Symmetry Partners, LLC | 0.03% | Reduce -12.2% | 2,016 | $235K |
| Rehmann Capital Advisory Group | 0.01% | No change | 2,012 | $234K |
| Elevatus Welath Management | 0.13% | No change | 2,006 | $233K |
| Port Capital LLC | 0.01% | No change | 2,000 | $233K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -17.9% | 2,000 | $233K |
| Community Bank, N.A. | 0.03% | Reduce -82.6% | 2,000 | $233K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $231K |
| Inscription Capital, LLC | 0.04% | — | 2,082 | $229K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -17.7% | 1,892 | $220K |
| RiverTree Advisors, LLC | 0.14% | Reduce -80.2% | 1,855 | $216K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Reduce -1.5% | 1,842 | $214K |
| Blue Chip Partners, LLC | 0.02% | Reduce -3.5% | 1,839 | $214K |
| Emory University | 0.97% | No change | 1,817 | $211K |
| AQR Capital Management | 0.00% | No change | 1,814 | $211K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -5.0% | 1,813 | $211K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,799 | $209K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $209K |
| GEN Financial Management, INC. | 0.14% | No change | 1,788 | $208K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 1,775 | $207K |
| Westmount Partners, LLC | 0.06% | No change | 1,768 | $206K |
| RPg Family Wealth Advisory, LLC | 0.06% | New | 1,765 | $205K |
| Schrum Private Wealth Management LLC | 0.18% | No change | 1,760 | $205K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,749 | $204K |
| Private Advisory Group LLC | 0.02% | No change | 1,747 | $203K |
| DORVAL Corp | 0.08% | New | 1,677 | $203K |
| Rodgers & Associates, LTD | 0.02% | Reduce -5.4% | 1,739 | $202K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $190K |
| Silicon Valley Capital Partners | 0.02% | No change | 1,610 | $187K |
| GeoWealth Management, LLC | 0.01% | Add +20.4% | 1,446 | $168K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $156K |
| Granite FO LLC | 0.09% | No change | 1,295 | $151K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.3% | 1,223 | $142K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,195 | $139K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 1,175 | $137K |
| Manchester Capital Management LLC | 0.02% | Add +1.0% | 1,170 | $136K |
| LGT Financial Advisors LLC | 0.41% | Reduce -68.5% | 1,149 | $134K |
| Solstein Capital, LLC | 0.07% | Reduce -14.1% | 1,100 | $128K |
| FSA Wealth Management LLC | 0.05% | Reduce -16.0% | 1,075 | $125K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $121K |
| Gould Capital, LLC | 0.08% | No change | 1,009 | $117K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,001 | $117K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.9% | 999 | $116K |
| Birchbrook, Inc. | 0.06% | No change | 979 | $114K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $112K |
| IAG Wealth Partners, LLC | 0.02% | No change | 925 | $108K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +3233.3% | 900 | $105K |
| HighMark Wealth Management LLC | 0.06% | Add +1.3% | 870 | $101K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $99K |
| AE Wealth Management LLC | 0.00% | Reduce -2.6% | 715 | $83K |
| Cooksen Wealth, LLC | 0.08% | New | 734 | $81K |
| 10Elms LLP | 0.09% | Add +21.5% | 632 | $74K |
| Pandora Wealth, Inc. | 0.05% | — | 632 | $74K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $70K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.4% | 596 | $69K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $69K |
| IMA Advisory Services, Inc. | 0.01% | New | 591 | $69K |
| Tortoise Investment Management, LLC | 0.01% | No change | 527 | $61K |
| TD Private Client Wealth LLC | 0.00% | Reduce -77.4% | 522 | $61K |
| CNB Bank | 0.03% | No change | 500 | $58K |
| Rialto Wealth Management, LLC | 0.02% | No change | 500 | $58K |
| Consultiva Wealth Management, Corp. | 0.20% | New | 490 | $57K |
| Centerpoint Advisors, LLC | 0.02% | No change | 460 | $54K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $54K |
| Richard Bernstein Advisors LLC | 0.00% | Add +1533.3% | 441 | $51K |
| Costello Asset Management, INC | 0.02% | New | 419 | $49K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 373 | $43K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Add +0.9% | 342 | $40K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $40K |
| Rossby Financial, LCC | 0.02% | New | 338 | $39K |
| Pacifica Partners Inc. | 0.02% | No change | 339 | $38K |
| HM Payson & Co. | 0.00% | No change | 325 | $38K |
| Quent Capital, LLC | 0.00% | Reduce -51.6% | 310 | $36K |
| McIlrath & Eck, LLC | 0.00% | Reduce -27.0% | 298 | $35K |
| Joseph Group Capital Management | 0.01% | Add +18.5% | 263 | $31K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 260 | $30K |
| MRP Capital Investments, LLC | 0.03% | No change | 257 | $30K |
| Continuum Advisory, LLC | 0.00% | No change | 257 | $30K |
| Morris Financial Concepts, Inc. | 0.01% | Add +8.1% | 254 | $30K |
| Grayhawk Investment Strategies Inc. | 0.07% | Reduce -88.1% | 250 | $29K |
| Dunhill Financial, LLC | 0.01% | Add +26.6% | 243 | $28K |
| Breakwater Investment Management | 0.01% | No change | 232 | $27K |
| DB Fitzpatrick & Co, Inc | 0.03% | No change | 230 | $27K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +5.9% | 215 | $25K |
| American Capital Advisory, LLC | 0.01% | Reduce -33.3% | 210 | $24K |
| Westside Investment Management, Inc. | 0.01% | No change | 205 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -47.6% | 204 | $24K |
| Winch Advisory Services, LLC | 0.01% | No change | 180 | $21K |
| West Paces Advisors Inc. | 0.00% | Add +55.0% | 172 | $20K |
| Main Street Group, LTD | 0.01% | No change | 170 | $20K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 165 | $19K |
| CX Institutional | 0.00% | New | 165 | $19K |
| Synergy Investment Management, LLC | 0.01% | Reduce -49.8% | 151 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 128 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | — | 116 | $14K |
| AdvisorNet Financial, Inc | 0.00% | New | 106 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $12K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $11K |
| Operose Advisors LLC | 0.00% | No change | 87 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 85 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 75 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $9K |
| Lindbrook Capital, LLC | 0.00% | No change | 70 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 70 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 68 | $8K |
| Sandy Spring Bank | 0.00% | No change | 60 | $7K |
| IMG Wealth Management, Inc. | 0.01% | New | 58 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 58 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 46 | $5K |
| Abound Wealth Management | 0.00% | No change | 45 | $5K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Add +2.5% | 41 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 33 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $4K |
| Millstone Evans Group, LLC | 0.00% | Reduce -22.9% | 27 | $3K |
| Clear Investment Research, LLC | 0.00% | Reduce -41.7% | 21 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Paladin Advisory Group, LLC | 0.00% | Reduce -92.5% | 6 | $724 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5 | $582 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 4 | $466 |
| Larson Financial Group LLC | 0.00% | Reduce -99.9% | 1 | $141 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $123 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $116 |
| 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.