iShares MSCI Acwi ETFACWIETF
13F holders, Q2 2025 (June 30)712holders +31
69new positions
32sold out
7famous investors
$128.56avg. 13F price*
At the end of Q2 2025, 712 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 31 from Q1 2025. 69 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($967.0M), Qalhat Capital Ltd ($461.4M) and Phoenix Financial Ltd. ($294.8M). 7 famous investors held it, including Joel Greenblatt (0.1% 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $173.6M |
| Exits | 32 | $180.6M |
All 13F filers, Q1 2025 → Q2 2025: 10,905,634 shares bought and 13,886,475 shares sold, net −2,980,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 712 holders
| Morgan Stanley | 0.06% | Reduce -8.7% | 7,519,348 | $967.0M |
| Qalhat Capital Ltd | 65.64% | Add +46.4% | 3,588,206 | $461.4M |
| Phoenix Financial Ltd. | 3.89% | Add +73377.9% | 2,292,511 | $294.8M |
| P/E Global LLC | 59.23% | Add +0.6% | 2,215,307 | $284.9M |
| BNP Paribas Financial Markets | 0.22% | Reduce -7.8% | 2,192,824 | $282.0M |
| Goldman Sachs Group Inc. | 0.04% | Add +132.4% | 1,792,945 | $230.6M |
| Sageworth Trust Co | 12.37% | Reduce -0.5% | 1,736,413 | $223.3M |
| Wells Fargo & Company | 0.05% | Add +0.5% | 1,731,991 | $222.7M |
| ICONIQ Capital, LLC | 3.09% | Reduce -1.5% | 1,423,054 | $183.0M |
| Allianz Asset Management GmbH | 0.24% | Reduce -21.3% | 1,386,120 | $178.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 5.02% | Reduce -26.0% | 1,382,484 | $177.8M |
| PNC Financial Services Group, Inc. | 0.11% | Add +7.8% | 1,359,545 | $174.8M |
| Sequoia Financial Advisors, LLC | 1.17% | Add +17.9% | 1,325,997 | $170.5M |
| JPMorgan Chase & Co. | 0.01% | Add +10.4% | 1,178,286 | $151.5M |
| Bank of America Corp. | 0.01% | Reduce -15.6% | 1,137,324 | $146.3M |
| UBS Group AG | 0.03% | Add +76.3% | 962,858 | $123.8M |
| Capital Advisors Inc. | 2.16% | Add +1.4% | 934,498 | $120.2M |
| Bogart Wealth, LLC | 5.09% | Add +35.1% | 925,215 | $119.0M |
| Dimension Capital Management LLC | 17.52% | Add +0.4% | 869,329 | $111.8M |
| Prudential PLC | 0.67% | Add +11.3% | 852,835 | $109.7M |
| Evoke Wealth, LLC | 2.46% | Reduce -0.9% | 814,395 | $104.7M |
| Nomura Asset Management Co. Ltd. | 0.28% | Add +5.6% | 796,560 | $102.4M |
| Royal Bank of Canada | 0.02% | Add +65.3% | 783,949 | $100.8M |
| HSBC Holdings PLC | 0.06% | Add +21.7% | 682,930 | $87.8M |
| Federation des caisses Desjardins du Quebec | 0.35% | Reduce -47.8% | 621,117 | $79.9M |
| Ieq Capital, LLC | 0.43% | Add +8.3% | 542,081 | $69.7M |
| Allianz SE | 1.60% | Reduce -1.3% | 525,698 | $67.6M |
| Common Fund for Nonprofit Organizations | 6.88% | Add +14.4% | 518,042 | $66.6M |
| Johns Hopkins University | 3.49% | Reduce -87.7% | 513,164 | $66.0M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 502,613 | $64.6M |
| Toronto Dominion Bank | 0.14% | New | 500,000 | $64.3M |
| Lowe Brockenbrough & Co. Inc. | 3.61% | Add +547.9% | 498,695 | $64.1M |
| Bessemer Group Inc. | 0.10% | Add +56.5% | 493,941 | $63.5M |
| Brown Advisory Inc. | 0.08% | Add +5.4% | 492,387 | $63.3M |
| Corient Private Wealth LP | 0.08% | Add +11.8% | 477,052 | $61.3M |
| HighTower Advisors, LLC | 0.08% | Reduce -1.6% | 465,774 | $59.9M |
| National Bank of Canada | 0.06% | Reduce -39.5% | 459,719 | $59.1M |
| Assetmark, Inc. | 0.14% | Reduce -5.5% | 455,425 | $58.6M |
| Mill Creek Capital Advisors, LLC | 1.26% | Add +34.2% | 442,466 | $56.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.3% | 424,722 | $54.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.49% | Reduce -34.1% | 422,462 | $54.3M |
| Wellington Management Group LLP | 0.01% | Add +499.6% | 414,937 | $53.4M |
| Blue Trust, Inc. | 0.63% | Add +0.9% | 414,687 | $53.3M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +18.9% | 413,286 | $53.3M |
| Three Bridge Wealth Advisors, LLC | 13.67% | Add +3.0% | 403,429 | $51.9M |
| Bank of Montreal | 0.03% | Add +1.2% | 394,307 | $50.7M |
| Banco Santander, S.A. | 0.47% | Add +62.7% | 385,710 | $49.6M |
| Partners Capital Investment Group, LLP | 2.00% | Add +49.9% | 385,120 | $49.5M |
| Verger Capital Management LLC | 19.10% | Add +29.7% | 377,424 | $48.5M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 360,328 | $46.3M |
| Pathstone Holdings, LLC | 0.18% | Add +8.2% | 348,861 | $44.8M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 30.09% | Reduce -77.6% | 345,102 | $44.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.13% | Reduce -2.4% | 342,137 | $44.0M |
| Raymond James Financial Inc. | 0.01% | Add +25.0% | 328,876 | $42.3M |
| Granger Management LLC | 15.08% | No change | 314,321 | $40.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.3% | 309,446 | $39.8M |
| LPL Financial LLC | 0.01% | Add +22.2% | 307,346 | $39.5M |
| Brandywine Managers, LLC | 37.53% | No change | 293,679 | $37.8M |
| US Bancorp \de | 0.05% | Add +1.1% | 283,160 | $36.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.0% | 279,639 | $36.3M |
| Birnam Oak Advisors, LP | 10.67% | Add +0.7% | 276,800 | $35.6M |
| Naviter Wealth, LLC | 4.37% | Add +78.7% | 276,103 | $35.5M |
| Osaic Holdings, Inc. | 0.06% | Add +4.4% | 272,062 | $35.0M |
| Bricktown Capital, LLC | 6.33% | Reduce -38.2% | 271,947 | $35.0M |
| Cerity Partners LLC | 0.06% | Add +15.2% | 270,185 | $34.7M |
| Pathway Financial Advisors LLC | 4.60% | Add +6875.8% | 244,292 | $31.4M |
| Truist Financial Corp. | 0.05% | Add +1.1% | 243,976 | $31.4M |
| Bank Hapoalim BM | 4.47% | No change | 269,000 | $31.3M |
| StoneX Group Inc. | 1.46% | New | 233,607 | $30.0M |
| Cambridge Associates LLC /Ma/ | 0.66% | Reduce -2.4% | 232,948 | $30.0M |
| Ayalon Insurance Comp Ltd. | 8.60% | Add +0.3% | 231,772 | $29.8M |
| Oxford Financial Group, LTD. LLC | 1.67% | Reduce -2.7% | 218,468 | $28.1M |
| Jasper Ridge Partners, L.P. | 0.68% | Reduce -10.3% | 211,651 | $27.2M |
| Sentinel Trust Co. Lba | 2.90% | Reduce -11.7% | 207,698 | $26.7M |
| Old National Bancorp | 0.47% | Add +1366.4% | 207,256 | $26.7M |
| Bank of Nova Scotia | 0.05% | Reduce -75.3% | 205,758 | $26.5M |
| Focus Partners Wealth | 0.06% | Reduce -4.5% | 203,236 | $26.1M |
| GFS Advisors, LLC | 3.56% | Add +15.9% | 202,200 | $26.0M |
| Waldron Private Wealth LLC | 1.12% | Reduce -0.0% | 200,195 | $25.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.9% | 190,385 | $24.5M |
| Circle Wealth Management, LLC | 0.54% | No change | 187,610 | $24.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.7% | 185,614 | $23.9M |
| Drake & Associates, LLC | 5.77% | Add +4.3% | 183,227 | $23.6M |
| Equitable Trust Co. | 1.14% | Add +34.9% | 177,192 | $22.8M |
| Citigroup Inc. | 0.02% | Add +11.5% | 177,187 | $22.8M |
| Capital International Investors | 0.00% | Reduce -43.8% | 175,704 | $22.5M |
| Gotham Asset Management | 0.12% | Add +36.3% | 160,085 | $20.6M |
| Erste Asset Management GmbH | 0.17% | Reduce -35.0% | 157,943 | $20.3M |
| Schroder Investment Management Group | 0.02% | Reduce -73.5% | 151,449 | $19.4M |
| Allen Investment Management, LLC | 0.21% | Reduce -0.3% | 150,462 | $19.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.4% | 149,770 | $19.3M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -25.2% | 145,208 | $18.7M |
| Cresset Asset Management, LLC | 0.09% | Reduce -17.4% | 143,677 | $18.5M |
| Victory Capital Management Inc. | 0.01% | Add +59.8% | 128,506 | $16.5M |
| Centaurus Financial, Inc. | 0.96% | Reduce -1.8% | 128,438 | $16.5M |
| Ashford Advisors, LLC | 3.68% | Add +0.5% | 123,362 | $15.9M |
| Avestar Capital, LLC | 1.16% | Add +160.8% | 123,295 | $15.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -22.6% | 117,835 | $15.2M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -0.3% | 114,803 | $14.8M |
| Cwm, LLC | 0.05% | Add +5.8% | 108,514 | $14.0M |
| Barclays PLC | 0.01% | Reduce -0.3% | 108,071 | $13.9M |
| Amplius Wealth Advisors, LLC | 1.27% | Add +51.1% | 106,425 | $13.7M |
| Lido Advisors, LLC | 0.07% | Reduce -34.9% | 105,372 | $13.6M |
| IFC Advisors LLC | 2.51% | Add +0.0% | 104,332 | $13.4M |
| Captrust Financial Advisors | 0.03% | Add +0.1% | 104,316 | $13.4M |
| Plan Group Financial, LLC | 4.35% | Reduce -7.1% | 102,924 | $13.2M |
| Waverly Advisors, LLC | 0.14% | Add +0.2% | 102,714 | $13.2M |
| Wind River Trust Co | 5.05% | Reduce -14.7% | 97,879 | $12.6M |
| VPR Management LLC | 5.63% | Add +12.0% | 93,300 | $12.0M |
| Unique Wealth, LLC | 1.93% | Add +15.5% | 93,044 | $12.0M |
| Ausdal Financial Partners, Inc. | 0.80% | Reduce -2.0% | 92,676 | $11.9M |
| Dorsey & Whitney Trust CO LLC | 0.61% | Reduce -1.0% | 89,595 | $11.5M |
| Gryphon Financial Partners LLC | 1.50% | Add +5.5% | 89,138 | $11.5M |
| Polen Capital Management LLC | 0.03% | Reduce -77.0% | 88,558 | $11.4M |
| SG Americas Securities, LLC | 0.05% | Add +2.7% | 87,253 | $11.2M |
| NYL Investors LLC | 3.22% | Add +4.3% | 86,771 | $11.2M |
| Cetera Investment Advisers | 0.02% | Add +1.1% | 86,103 | $11.1M |
| Hackensack Meridian Health, Inc. | 1.21% | Reduce -86.7% | 85,000 | $10.9M |
| DT Investment Partners, LLC | 0.96% | Reduce -0.2% | 83,028 | $10.7M |
| North Berkeley Wealth Management, LLC | 9.73% | Add +0.2% | 82,510 | $10.6M |
| Charter Oak Capital Management, LLC | 0.89% | Reduce -4.8% | 82,033 | $10.5M |
| NorthCoast Asset Management LLC | 0.04% | Add +0.1% | 81,492 | $10.5M |
| Mariner, LLC | 0.01% | Add +18.3% | 81,059 | $10.4M |
| AlTi Global, Inc. | 0.26% | Reduce -0.7% | 80,801 | $10.4M |
| Altrafin AG | 3.46% | No change | 79,500 | $10.2M |
| Centennial Bank | 4.25% | New | 78,775 | $10.1M |
| Comerica Bank | 0.04% | Reduce -5.9% | 77,595 | $10.0M |
| HB Wealth Management, LLC | 0.08% | Reduce -6.5% | 75,191 | $9.7M |
| CW Advisors, LLC | 0.09% | Add +98.4% | 74,701 | $9.6M |
| BIP Wealth, LLC | 0.59% | Add +6.7% | 74,533 | $9.6M |
| Pinebridge Investments, L.P. | 0.07% | Add +18.1% | 72,850 | $9.4M |
| Sepio Capital, LP | 0.66% | Reduce -40.2% | 72,288 | $9.3M |
| Financial Management Professionals, Inc. | 1.03% | Add +1887.5% | 71,093 | $9.1M |
| Northeast Financial Consultants Inc | 0.37% | New | 70,178 | $9.0M |
| Renaissance Technologies | 0.01% | New | 70,000 | $9.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -72.7% | 69,802 | $9.0M |
| Prudential Financial Inc. | 0.01% | Add +1.9% | 73,100 | $8.9M |
| Mgo One Seven LLC | 0.28% | Add +832.8% | 66,422 | $8.5M |
| Clearstead Advisors, LLC | 0.12% | Add +6.0% | 65,644 | $8.4M |
| Private Advisor Group, LLC | 0.04% | Add +2.1% | 62,372 | $8.0M |
| Brandywine Trust Co. | 1.21% | No change | 61,715 | $7.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Reduce -5.5% | 61,317 | $7.9M |
| Northern Trust Corp. | 0.00% | Add +5.4% | 61,171 | $7.9M |
| TD Capital Management LLC | 0.74% | Reduce -2.7% | 61,108 | $7.9M |
| FMR LLC | 0.00% | Add +1.0% | 61,076 | $7.9M |
| Able Wealth Management LLC | 3.95% | Reduce -4.0% | 60,883 | $7.8M |
| Cahaba Wealth Management, Inc. | 0.59% | Reduce -1.6% | 59,220 | $7.6M |
| Parallel Advisors, LLC | 0.15% | Reduce -1.8% | 57,472 | $7.4M |
| Jennison Associates LLC | 0.00% | Reduce -92.8% | 56,957 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.8% | 55,041 | $7.1M |
| Glenmede Investment Management, LP | 0.04% | — | 53,896 | $6.9M |
| Financial Enhancement Group LLC | 0.98% | Reduce -2.1% | 52,936 | $6.8M |
| Creative Planning | 0.01% | Add +5.0% | 52,432 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +31.5% | 52,191 | $6.7M |
| Beirne Wealth Consulting Services, LLC | 2.17% | Add +10.0% | 52,005 | $6.7M |
| LexAurum Advisors, LLC | 1.03% | Add +0.2% | 50,408 | $6.5M |
| Leavell Investment Management, Inc. | 0.29% | No change | 50,275 | $6.5M |
| Quantinno Capital Management LP | 0.03% | Add +333.3% | 50,142 | $6.4M |
| Verum Partners LLC | 1.43% | New | 48,235 | $6.2M |
| Northside Capital Management, LLC | 0.47% | No change | 48,109 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.8% | 46,908 | $6.0M |
| Beacon Investment Advisory Services, Inc. | 0.26% | New | 46,319 | $6.0M |
| Hirtle & Co., LLC | 0.25% | Add +147.2% | 46,051 | $5.9M |
| Oak Family Advisors, LLC | 2.11% | Add +1065.0% | 45,319 | $5.8M |
| Peak Financial Management, Inc. | 1.66% | Reduce -1.5% | 45,297 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +5.3% | 44,640 | $5.7M |
| Atwater Malick LLC | 1.80% | Add +2.3% | 44,098 | $5.7M |
| Frank, Rimerman Advisors LLC | 0.38% | No change | 44,053 | $5.7M |
| SCS Capital Management LLC | 0.06% | Add +67.3% | 43,644 | $5.6M |
| Moneda S.A. Administradora General de Fondos | 6.07% | Reduce -11.6% | 43,523 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.6% | 42,429 | $5.5M |
| Atria Investments, Inc | 0.06% | Reduce -0.3% | 42,232 | $5.4M |
| Sand Hill Global Advisors, LLC | 0.20% | Add +6.2% | 42,046 | $5.4M |
| Lee Financial Co | 0.77% | Add +1.8% | 41,810 | $5.4M |
| Wescott Financial Advisory Group, LLC | 0.51% | Add +2.6% | 41,765 | $5.4M |
| BBR Partners, LLC | 0.33% | Reduce -0.8% | 41,563 | $5.3M |
| Independent Wealth Network Inc. | 1.92% | Add +0.8% | 40,844 | $5.3M |
| Retirement Income Solutions, Inc. | 0.94% | Add +0.7% | 40,022 | $5.1M |
| Ballentine Partners, LLC | 0.07% | No change | 37,838 | $4.9M |
| Barings LLC | 0.12% | Add +38.6% | 37,409 | $4.8M |
| Procyon Advisors, LLC | 0.45% | New | 36,728 | $4.7M |
| Freestone Capital Holdings, LLC | 0.16% | Add +5.5% | 36,621 | $4.7M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -3.9% | 35,977 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +82.8% | 35,976 | $4.6M |
| Diversified Trust Co. | 0.10% | Add +0.1% | 35,245 | $4.5M |
| Financial Council, LLC | 2.18% | Reduce -3.5% | 35,134 | $4.5M |
| USAdvisors Wealth Management, LLC | 1.67% | Reduce -1.2% | 34,828 | $4.5M |
| Debussy Capital Management LP | 0.67% | Add +2.0% | 34,723 | $4.5M |
| Madrona Financial Services, LLC | 1.07% | Reduce -6.4% | 34,683 | $4.5M |
| Clarius Group, LLC | 0.26% | Reduce -0.3% | 34,459 | $4.4M |
| Zurich Insurance Group Ltd | 0.03% | Reduce -15.0% | 33,644 | $4.3M |
| Sava Infond d.o.o. | 0.67% | No change | 33,450 | $4.3M |
| Intergy Private Wealth, LLC | 1.46% | Add +0.0% | 33,226 | $4.3M |
| PAX Financial Group, LLC | 0.80% | Reduce -5.3% | 32,465 | $4.2M |
| SBI Securities Co., Ltd. | 0.12% | Add +0.1% | 31,899 | $4.1M |
| Sageworth Trust Co of South Dakota | 4.33% | No change | 31,062 | $4.0M |
| Well Done, LLC | 0.75% | Reduce -0.5% | 30,958 | $4.0M |
| BSW Wealth Partners | 0.54% | Add +0.2% | 30,907 | $4.0M |
| National Philanthropic Trust | 0.05% | No change | 30,329 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.21% | Add +1198.5% | 30,072 | $3.9M |
| Advisor OS, LLC | 0.38% | Reduce -0.8% | 29,979 | $3.9M |
| Citadel Advisors | 0.00% | New | 29,195 | $3.8M |
| RFP Financial Group LLC | 1.53% | Add +2.0% | 28,846 | $3.7M |
| Golden State Wealth Management, LLC | 0.44% | Add +6.7% | 28,413 | $3.7M |
| Voya Investment Management LLC | 0.00% | Add +52.4% | 28,406 | $3.7M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -6.2% | 28,179 | $3.6M |
| MainStreet Investment Advisors LLC | 0.50% | Reduce -6.2% | 28,089 | $3.6M |
| Bluespring Wealth Management, LLC | 0.34% | Reduce -0.9% | 27,590 | $3.5M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -13.3% | 27,539 | $3.5M |
| Rik Saylor Financial, Inc. | 2.72% | Reduce -0.3% | 27,451 | $3.5M |
| Shepherd Kaplan Krochuk, LLC | 3.05% | Add +0.0% | 27,318 | $3.5M |
| Signaturefd, LLC | 0.06% | No change | 27,105 | $3.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.28% | Reduce -13.7% | 26,377 | $3.4M |
| Arkos Global Advisors | 0.47% | Add +2.3% | 26,307 | $3.4M |
| Capital World Investors | 0.00% | Reduce -39.4% | 26,340 | $3.4M |
| Pennington Partners & Co., LLC | 1.80% | Reduce -0.6% | 26,111 | $3.4M |
| Keel Point, LLC | 0.22% | Reduce -3.6% | 26,005 | $3.3M |
| Waddell & Associates, LLC | 0.35% | No change | 25,247 | $3.2M |
| Catalyst Private Wealth, LLC | 1.44% | Add +40.5% | 25,199 | $3.2M |
| PFW Advisors LLC | 0.99% | Add +1.8% | 25,022 | $3.2M |
| Quadrant Capital Group LLC | 0.11% | Reduce -11.4% | 24,495 | $3.2M |
| St. Louis Trust Co | 0.41% | Add +0.1% | 24,015 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +16.6% | 23,658 | $3.0M |
| RDA Financial Network | 0.81% | Add +0.8% | 23,436 | $3.0M |
| Klaas Financial Asset Advisors, LLC | 0.48% | Add +2.0% | 23,364 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.03% | Reduce -62.1% | 23,057 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -41.8% | 22,410 | $2.9M |
| Sharkey, Howes & Javer | 0.39% | Reduce -30.3% | 22,401 | $2.9M |
| Old Mission Capital LLC | 0.08% | New | 22,296 | $2.9M |
| CKW Financial Group | 0.33% | Add +6.7% | 22,070 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 22,006 | $2.8M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -2.5% | 21,304 | $2.7M |
| Aries Wealth Management | 0.71% | Add +0.1% | 21,074 | $2.7M |
| MAI Capital Management | 0.02% | Add +20.0% | 20,947 | $2.7M |
| Pure Financial Advisors, LLC | 0.05% | Add +7.1% | 20,821 | $2.7M |
| Callan Family Office, LLC | 0.08% | Add +4.6% | 20,675 | $2.7M |
| Brighton Jones LLC | 0.07% | Add +0.9% | 20,562 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -22.9% | 20,469 | $2.6M |
| Fluent Financial, LLC | 1.07% | New | 20,134 | $2.6M |
| Arcus Capital Partners, LLC | 1.11% | Add +3.4% | 20,040 | $2.6M |
| Bleakley Financial Group, LLC | 0.06% | Add +3.6% | 19,839 | $2.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.07% | Add +25.0% | 19,426 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +3.3% | 18,878 | $2.4M |
| Fund Evaluation Group, LLC | 0.09% | Add +1.3% | 18,456 | $2.4M |
| Rathbones Group PLC | 0.01% | Add +31.9% | 18,153 | $2.3M |
| Greystone Financial Group, LLC | 0.38% | Add +2.0% | 18,131 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +1.4% | 18,019 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 17,967 | $2.3M |
| Insigneo Advisory Services, LLC | 0.20% | Add +14.9% | 17,965 | $2.3M |
| Union Bancaire Privee, UBP SA | 0.03% | Reduce -69.7% | 11,836 | $2.3M |
| Two Sigma Securities, LLC | 0.28% | New | 17,674 | $2.3M |
| Clarus Wealth Advisors | 1.04% | Add +1.9% | 17,381 | $2.2M |
| Aspiriant, LLC | 0.07% | Add +2.1% | 17,374 | $2.2M |
| Savant Capital, LLC | 0.02% | No change | 16,732 | $2.2M |
| Strategic Blueprint, LLC | 0.10% | Add +4.2% | 16,607 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -27.1% | 16,437 | $2.1M |
| Activest Wealth Management | 0.51% | Add +39.1% | 16,369 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | New | 16,356 | $2.1M |
| Veltria Advisors Corp. | 1.40% | Add +29.1% | 16,330 | $2.1M |
| Centerstone Investors, LLC | 8.43% | Reduce -73.0% | 15,984 | $2.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.58% | Add +11.1% | 15,864 | $2.0M |
| Pictet North America Advisors SA | 0.20% | Reduce -65.3% | 15,789 | $2.0M |
| Roth Financial Partners LLC | 0.73% | Reduce -0.3% | 15,756 | $2.0M |
| Midwest Heritage Bank, FSB | 0.76% | No change | 15,647 | $2.0M |
| Metis Global Partners, LLC | 0.05% | Reduce -12.5% | 15,282 | $2.0M |
| Austin Wealth Management, LLC | 0.35% | Reduce -24.9% | 14,984 | $1.9M |
| Evelyn Partners Asset Management Ltd | 0.49% | Add +0.3% | 14,928 | $1.9M |
| World Investment Advisors | 0.04% | Reduce -35.7% | 14,795 | $1.9M |
| Summit Trail Advisors, LLC | 0.03% | New | 14,733 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -21.6% | 14,671 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 14,660 | $1.9M |
| Summit Financial, LLC | 0.04% | Reduce -11.7% | 14,610 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Add +1.0% | 14,556 | $1.9M |
| Fifth Third Bancorp | 0.01% | No change | 14,519 | $1.9M |
| Harding Loevner LP | 0.01% | Reduce -58.7% | 14,287 | $1.8M |
| Angeles Investment Advisors, LLC | 0.10% | Reduce -4.0% | 14,225 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | Add +365.3% | 14,183 | $1.8M |
| Saranac Partners Ltd | 0.96% | Reduce -21.6% | 13,900 | $1.8M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -27.5% | 13,859 | $1.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.6% | 13,856 | $1.8M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.74% | Reduce -2.0% | 13,838 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +3.9% | 13,828 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +3.4% | 13,714 | $1.8M |
| Astoria Strategic Wealth, Inc. | 0.47% | No change | 13,620 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +1.6% | 13,579 | $1.7M |
| SYM FINANCIAL Corp | 0.20% | Reduce -10.3% | 13,552 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.5% | 13,522 | $1.7M |
| Haverford Trust Co | 0.02% | No change | 13,052 | $1.7M |
| Choreo, LLC | 0.02% | Add +4.5% | 12,922 | $1.7M |
| G&S Capital LLC | 0.66% | Add +6.7% | 12,912 | $1.7M |
| Empirical Finance, LLC | 0.09% | Add +2.6% | 12,816 | $1.6M |
| Scotia Capital Inc. | 0.01% | Reduce -18.8% | 12,745 | $1.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | — | 12,599 | $1.6M |
| AMG National Trust Bank | 0.04% | Add +0.0% | 12,548 | $1.6M |
| Arlington Trust Co LLC | 0.31% | No change | 12,500 | $1.6M |
| MayTech Global Investments, LLC | 0.17% | Reduce -73.1% | 12,322 | $1.6M |
| Lifelong Wealth Advisors, Inc. | 0.53% | Reduce -0.5% | 12,366 | $1.6M |
| Atlas Capital Advisors Inc. | 0.19% | Add +0.4% | 12,285 | $1.6M |
| Maseco LLP | 0.06% | — | 12,283 | $1.6M |
| Choate Investment Advisors | 0.03% | Add +8.2% | 12,235 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Add +7.6% | 12,048 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.3% | 11,950 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -22.2% | 11,846 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Add +23.2% | 11,575 | $1.5M |
| Great Waters Wealth Management | 0.20% | Reduce -1.8% | 11,792 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +290.8% | 11,725 | $1.5M |
| TFO Wealth Partners, LLC | 0.26% | Add +0.8% | 11,616 | $1.5M |
| WestEnd Advisors, LLC | 0.04% | Reduce -87.5% | 11,509 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | No change | 11,187 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,155 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +22.5% | 11,145 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +1.7% | 11,138 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 11,035 | $1.4M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.4M |
| Cherrydale Wealth Management, LLC | 0.47% | Add +0.8% | 10,555 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.42% | Reduce -0.1% | 10,471 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +7.4% | 10,390 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -56.5% | 10,319 | $1.3M |
| Y.D. More Investments Ltd | 0.09% | Add +69.1% | 10,299 | $1.3M |
| Landing Point Financial Group, LLC | 0.82% | Add +77.6% | 10,120 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,085 | $1.3M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 10,000 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +28.3% | 9,969 | $1.3M |
| Saxony Capital Management, LLC | 0.98% | Reduce -68.5% | 9,932 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -34.1% | 9,844 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.11% | Reduce -0.8% | 9,492 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 9,349 | $1.2M |
| YHB Investment Advisors, Inc. | 0.09% | Add +1.1% | 9,300 | $1.2M |
| Moran Wealth Management, LLC | 0.04% | Add +337.6% | 9,250 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | — | 9,150 | $1.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 9,126 | $1.2M |
| Stonebrook Private Inc. | 0.27% | Add +1.4% | 8,858 | $1.1M |
| Sierra Capital LLC | 0.13% | Add +0.5% | 8,857 | $1.1M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -16.1% | 8,842 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +0.1% | 8,821 | $1.1M |
| Columbus Macro, LLC | 0.14% | Reduce -2.2% | 8,778 | $1.1M |
| NavPoint Financial, Inc. | 0.68% | Add +0.8% | 8,717 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +19.4% | 8,647 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +27.8% | 8,586 | $1.1M |
| Causeway Capital Management LLC | 0.02% | Reduce -27.1% | 8,460 | $1.1M |
| AlphaStar Capital Management, LLC | 0.08% | New | 8,442 | $1.1M |
| Modern Wealth Management, LLC | 0.03% | Add +251.3% | 8,318 | $1.1M |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $1.1M |
| Sonoma Private Wealth LLC | 1.30% | No change | 8,260 | $1.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.46% | No change | 8,000 | $1.0M |
| Simplicity Wealth,LLC | 0.04% | Add +77.0% | 7,960 | $1.0M |
| Capasso Planning Partners LLC | 0.57% | Add +25.1% | 7,810 | $1.0M |
| NTV Asset Management LLC | 0.12% | Add +0.1% | 7,746 | $996K |
| Patten Group, Inc. | 0.21% | Add +5.3% | 7,708 | $991K |
| Advisory Services Network, LLC | 0.02% | Add +0.5% | 7,597 | $987K |
| SeaBridge Investment Advisors LLC | 0.18% | Reduce -54.2% | 7,639 | $982K |
| Secure Asset Management, LLC | 0.18% | New | 7,611 | $979K |
| Sfmg, LLC | 0.07% | No change | 7,592 | $976K |
| Commerce Bank | 0.01% | No change | 7,366 | $947K |
| Avior Wealth Management, LLC | 0.03% | Add +0.0% | 7,338 | $944K |
| Regions Financial Corp. | 0.01% | Reduce -1.1% | 7,330 | $943K |
| Fifth Third Wealth Advisors LLC | 0.04% | No change | 7,300 | $939K |
| Longview Financial Advisors LLC | 0.59% | Reduce -1.2% | 7,286 | $937K |
| Whittier Trust Co. | 0.01% | Reduce -0.5% | 7,193 | $925K |
| Wealth Architects, LLC | 0.09% | Reduce -7.2% | 7,142 | $919K |
| Blair William & Co. | 0.00% | Add +0.5% | 7,106 | $914K |
| Sheets Smith Wealth Management | 0.11% | Add +1.4% | 7,029 | $904K |
| &partners | 0.01% | Add +0.1% | 6,992 | $899K |
| Sunflower Bank, N.A. | 0.23% | Reduce -5.9% | 6,985 | $898K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,895 | $887K |
| Winthrop Advisory Group LLC | 0.09% | Reduce -7.8% | 6,869 | $883K |
| Vident Advisory, LLC | 0.01% | Add +0.0% | 6,730 | $866K |
| Mather Group, Llc. | 0.01% | Reduce -2.0% | 6,712 | $863K |
| Apeiron RIA LLC | 0.22% | Add +1.5% | 6,661 | $857K |
| Trek Financial, LLC | 0.06% | Add +0.8% | 6,656 | $856K |
| Transcend Capital Advisors, LLC | 0.07% | Add +0.2% | 6,656 | $856K |
| KBC Group NV | 0.00% | Reduce -62.4% | 6,609 | $850K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -12.7% | 6,570 | $845K |
| AQR Capital Management | 0.00% | Add +246.7% | 6,289 | $809K |
| Bailard, Inc. | 0.02% | No change | 6,274 | $807K |
| Ballew Advisors, Inc | 0.46% | No change | 6,016 | $781K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.5% | 6,031 | $776K |
| Arkadios Wealth Advisors | 0.02% | New | 6,026 | $775K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 6,013 | $773K |
| GenTrust, LLC | 0.04% | Add +0.2% | 5,998 | $771K |
| Wexford Capital LP | 0.21% | No change | 5,931 | $763K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.26% | Reduce -42.3% | 5,877 | $756K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,828 | $749K |
| Balentine LLC | 0.03% | Add +8.0% | 5,774 | $742K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -85.7% | 5,749 | $739K |
| Nuveen, LLC | 0.00% | New | 6,177 | $739K |
| Chicago Partners Investment Group LLC | 0.02% | Add +17.1% | 5,584 | $736K |
| GQG Partners LLC | 0.00% | Reduce -35.9% | 5,694 | $732K |
| Fiducient Advisors LLC | 0.09% | Reduce -19.2% | 5,641 | $725K |
| Strategic Financial Partners, Ltd. | 0.34% | No change | 5,620 | $723K |
| Gries Financial LLC | 0.13% | No change | 5,575 | $717K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -75.5% | 5,554 | $714K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -10.0% | 5,552 | $714K |
| Millennium Management | 0.00% | Reduce -74.8% | 5,526 | $711K |
| Bellwether Advisors, LLC | 0.12% | Add +3.0% | 5,524 | $710K |
| Eight 31 Financial, LLC | 0.47% | Add +1.0% | 5,514 | $709K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.0% | 5,509 | $708K |
| Advisory Alpha, LLC | 0.02% | Add +0.2% | 5,471 | $704K |
| Capital Research Global Investors | 0.00% | Reduce -71.5% | 5,475 | $701K |
| Evolution Wealth Advisors, LLC | 0.10% | Add +0.1% | 5,448 | $701K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.0% | 5,439 | $699K |
| Pettyjohn, Wood & White, Inc. | 0.12% | New | 5,405 | $695K |
| Aaron Wealth Advisors LLC | 0.07% | No change | 5,366 | $690K |
| First Trust Advisors LP | 0.00% | Add +66.1% | 5,339 | $687K |
| Dana Investment Advisors, Inc. | 0.02% | Add +9.7% | 5,328 | $685K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -2.8% | 5,302 | $682K |
| Annandale Capital, LLC | 0.12% | Add +0.0% | 5,212 | $670K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.5% | 5,195 | $668K |
| Summit Wealth Partners, LLC | 0.13% | No change | 5,113 | $658K |
| GDS Wealth Management | 0.05% | Reduce -1.1% | 5,031 | $647K |
| Highland Capital Management, LLC | 0.03% | No change | 4,891 | $629K |
| 2UniFi Bank | 0.35% | Reduce -2.3% | 4,835 | $622K |
| Rather & Kittrell, Inc. | 0.12% | Reduce -0.6% | 4,827 | $621K |
| RFG Advisory, LLC | 0.01% | Add +1.3% | 4,816 | $619K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -2.4% | 4,807 | $618K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Add +24.7% | 4,762 | $612K |
| Courage Miller Partners, LLC | 0.19% | No change | 4,750 | $611K |
| Client 1ST Advisory Group, LLC | 0.22% | No change | 4,717 | $607K |
| Faithward Advisors, LLC | 0.09% | Reduce -78.1% | 4,703 | $605K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +25.8% | 4,692 | $603K |
| New Capital Management LP | 0.17% | Reduce -0.8% | 4,638 | $596K |
| Sowell Financial Services LLC | 0.02% | Reduce -5.2% | 4,614 | $593K |
| Provenance Wealth Advisors, LLC | 0.09% | No change | 4,614 | $593K |
| Gutierrez Wealth Advisory, LLC | 0.40% | New | 4,609 | $593K |
| Sigma Planning Corp | 0.02% | Add +0.9% | 4,571 | $588K |
| Midwestern Financial, LLC | 0.54% | — | 4,488 | $577K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +4.7% | 4,412 | $567K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 4,384 | $564K |
| Belpointe Asset Management LLC | 0.02% | Add +1.6% | 4,376 | $563K |
| Accurate Wealth Management, LLC | 0.09% | Add +0.0% | 4,313 | $560K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +38.4% | 4,345 | $559K |
| Rovin Capital /Ut/ | 0.17% | No change | 4,322 | $556K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -7.2% | 4,321 | $556K |
| Modus Advisors, LLC | 0.16% | No change | 4,314 | $555K |
| Regatta Capital Group, LLC | 0.09% | Add +1.2% | 4,249 | $546K |
| IFP Advisors, Inc | 0.02% | Add +4.0% | 4,239 | $545K |
| Brightwater Advisory LLC | 0.39% | Reduce -3.0% | 4,212 | $542K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $540K |
| Americana Partners, LLC | 0.02% | Add +1.8% | 4,176 | $537K |
| Naples Global Advisors, LLC | 0.05% | Reduce -1.7% | 4,135 | $532K |
| Magnus Financial Group LLC | 0.05% | Add +0.1% | 4,107 | $528K |
| Archford Capital Strategies, LLC | 0.07% | No change | 4,084 | $525K |
| Redwood Investment Management, LLC | 0.06% | Reduce -1.3% | 4,075 | $524K |
| Ancora Advisors LLC | 0.01% | No change | 4,000 | $514K |
| Mutual Advisors, LLC | 0.01% | No change | 3,892 | $513K |
| New York Life Investment Management LLC | 0.00% | Reduce -28.4% | 3,981 | $512K |
| FSM Wealth Advisors, LLC | 0.08% | New | 3,963 | $510K |
| American Trust | 0.05% | New | 3,913 | $503K |
| Alhambra Investment Management LLC | 0.25% | Reduce -11.1% | 3,902 | $502K |
| Cape Ann Savings Bank | 0.30% | Add +4.9% | 3,863 | $497K |
| K.J. Harrison & Partners Inc | 0.08% | Add +37.9% | 3,860 | $496K |
| ONE Advisory Partners, LLC | 0.17% | Add +0.8% | 3,763 | $496K |
| Integrated Wealth Concepts LLC | 0.00% | Add +26.5% | 3,751 | $482K |
| Stephens Inc. | 0.01% | No change | 3,744 | $481K |
| Clearview Wealth Advisors LLC | 0.34% | No change | 3,742 | $481K |
| Certuity, LLC | 0.04% | No change | 3,684 | $474K |
| JFG Wealth Management, LLC | 0.10% | No change | 3,653 | $470K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +6.3% | 3,644 | $469K |
| Genesis Wealth Advisors, LLC | 0.34% | No change | 3,555 | $457K |
| Christopher J. Hasenberg, Inc | 0.17% | Add +72.5% | 3,539 | $455K |
| UMB Bank, n.a. | 0.01% | No change | 3,520 | $453K |
| Hancock Whitney Corp. | 0.01% | No change | 3,485 | $448K |
| First Citizens Asset Management, Inc. | 0.16% | Reduce -0.8% | 3,456 | $444K |
| AA Financial Advisors, LLC | 0.10% | No change | 3,456 | $444K |
| DSG Capital Advisors, LLC | 0.08% | Add +18.5% | 3,452 | $444K |
| GM Advisory Group, LLC | 0.02% | Reduce -12.7% | 3,434 | $442K |
| Jones Financial Companies LLLP | 0.00% | Add +28.1% | 3,438 | $440K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.9% | 3,428 | $440K |
| Oppenheimer & Co. Inc. | 0.01% | Add +16.2% | 3,410 | $439K |
| SageView Advisory Group, LLC | 0.02% | New | 3,288 | $432K |
| Garde Capital, Inc. | 0.02% | No change | 3,344 | $430K |
| Modera Wealth Management, LLC | 0.01% | No change | 3,312 | $426K |
| Kestra Advisory Services, LLC | 0.00% | Add +41.3% | 3,293 | $424K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.3% | 3,274 | $421K |
| Synovus Financial Corp. | 0.01% | Reduce -27.6% | 3,271 | $421K |
| High Probability Advisors, LLC | 0.06% | No change | 3,253 | $418K |
| LVW Advisors, LLC | 0.05% | Add +5.6% | 3,248 | $418K |
| Stonebridge Financial Group, LLC | 0.04% | Add +29.1% | 3,234 | $416K |
| Ssa Swiss Advisors AG | 0.20% | Reduce -24.7% | 3,155 | $415K |
| Flputnam Investment Management Co. | 0.01% | Add +4.0% | 3,194 | $411K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 3,182 | $409K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.7% | 3,121 | $401K |
| Leo Wealth, LLC | 0.03% | Add +36.4% | 3,113 | $400K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,096 | $398K |
| First Hawaiian Bank | 0.05% | New | 3,083 | $396K |
| Hoxton Planning & Management, LLC | 0.14% | Add +2.2% | 3,069 | $395K |
| Thrive Capital Management, LLC | 0.12% | New | 3,007 | $387K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $386K |
| LRI Investments, LLC | 0.03% | Reduce -80.1% | 2,979 | $383K |
| Blue Edge Capital, LLC | 0.06% | Reduce -0.9% | 2,956 | $380K |
| Ruggaard & Associates LLC | 0.15% | No change | 2,923 | $376K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 2,916 | $375K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $373K |
| Keybank National Association | 0.00% | No change | 2,887 | $371K |
| Allen Capital Group, LLC | 0.04% | Add +12.2% | 2,873 | $369K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -29.2% | 2,853 | $367K |
| Sequent Asset Management, LLC | 0.29% | Reduce -0.7% | 2,852 | $367K |
| TKG Advisors, LLC | 0.16% | Add +0.8% | 2,831 | $364K |
| Brand Asset Management Group, Inc. | 0.14% | Add +2.2% | 2,817 | $362K |
| Farther Finance Advisors, LLC | 0.01% | Add +14.1% | 2,804 | $361K |
| Regal Investment Advisors LLC | 0.03% | Add +2.0% | 2,785 | $358K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,775 | $357K |
| LWM Advisors Inc. | 0.40% | No change | 2,753 | $354K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $351K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $349K |
| Trivium Point Advisory, LLC | 0.04% | No change | 2,703 | $348K |
| New Republic Capital, LLC | 0.12% | Reduce -24.4% | 2,700 | $347K |
| Belmont Capital, LLC | 0.05% | No change | 2,697 | $347K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 2,694 | $346K |
| Country Club Bank | 0.02% | Reduce -9.7% | 2,700 | $346K |
| Fulton Bank, N.A. | 0.01% | Reduce -57.9% | 2,686 | $345K |
| Cassia Capital Partners, LLC | 0.21% | Add +7.6% | 2,671 | $343K |
| Hemington Wealth Management | 0.05% | Reduce -2.2% | 2,670 | $343K |
| Transatlantique Private Wealth LLC | 0.12% | Reduce -38.5% | 2,610 | $336K |
| Tiaa Trust, National Association | 0.00% | No change | 2,609 | $336K |
| Bridgewater Advisors Inc. | 0.03% | Add +7.4% | 2,548 | $334K |
| Betterment LLC | 0.00% | New | 2,584 | $332K |
| Balboa Wealth Partners | 0.07% | Add +1.2% | 2,560 | $329K |
| Orin Green Financial, LLC | 0.14% | No change | 2,550 | $328K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 2,550 | $328K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.9% | 2,522 | $324K |
| Seven Post Investment Office LP | 0.12% | No change | 2,488 | $320K |
| Essex Bank | 0.08% | No change | 2,473 | $318K |
| Friedenthal Financial | 0.17% | Reduce -2.8% | 2,468 | $317K |
| Warburton Capital Management, LLC | 0.19% | Add +0.8% | 2,399 | $314K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $311K |
| Sapient Capital LLC | 0.01% | Reduce -7.5% | 2,394 | $308K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,362 | $304K |
| Highlander Partners, L.P. | 0.12% | No change | 2,360 | $303K |
| Summit Financial Strategies, Inc. | 0.03% | Add +13.3% | 2,351 | $302K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,349 | $302K |
| Symmetry Partners, LLC | 0.04% | Add +15.9% | 2,337 | $301K |
| Weil Company, Inc. | 0.08% | No change | 2,298 | $296K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $294K |
| Kestra Investment Management, LLC | 0.01% | No change | 2,282 | $293K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,281 | $293K |
| GTS Securities LLC | 0.01% | Reduce -84.5% | 2,281 | $293K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -19.5% | 2,272 | $292K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,257 | $290K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -96.5% | 2,257 | $290K |
| McNamara Financial Services, Inc. | 0.06% | Add +2.5% | 2,233 | $287K |
| PDS Planning, Inc | 0.02% | No change | 2,222 | $286K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $285K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -70.9% | 2,219 | $285K |
| Cidel Asset Management Inc. | 0.02% | New | 2,215 | $285K |
| Spreng Capital Management, Inc. | 0.12% | New | 2,193 | $282K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,180 | $280K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.7% | 2,165 | $278K |
| Greenup Street Wealth Management LLC | 0.05% | Reduce -32.8% | 2,160 | $278K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -38.1% | 2,149 | $276K |
| Eagle Strategies LLC | 0.04% | Add +0.4% | 2,147 | $276K |
| Hamilton Wealth, LLC | 0.06% | Reduce -18.5% | 2,132 | $274K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 2,130 | $274K |
| Crewe Advisors LLC | 0.04% | No change | 2,111 | $271K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,103 | $270K |
| Traveka Wealth, LLC | 0.14% | No change | 2,096 | $270K |
| Windsor Advisory Group, LLC | 0.38% | New | 2,083 | $268K |
| Inscription Capital, LLC | 0.04% | No change | 2,082 | $268K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,082 | $268K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,077 | $267K |
| M&T Bank Corp | 0.00% | Reduce -2.1% | 2,030 | $261K |
| Blue Chip Partners, LLC | 0.02% | Add +10.1% | 2,025 | $260K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 2,013 | $259K |
| Elevatus Welath Management | 0.09% | No change | 2,006 | $258K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,000 | $257K |
| Community Bank, N.A. | 0.03% | No change | 2,000 | $257K |
| Port Capital LLC | 0.01% | No change | 2,000 | $257K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $255K |
| Allworth Financial LP | 0.00% | Reduce -27.7% | 1,952 | $251K |
| SVB Wealth LLC | 0.01% | New | 1,943 | $250K |
| GR Financial Group, LLC | 0.06% | Reduce -35.5% | 1,907 | $245K |
| RiverTree Advisors, LLC | 0.16% | Add +2.2% | 1,896 | $244K |
| Exchange Capital Management, Inc. | 0.04% | New | 1,865 | $240K |
| Emory University | 0.84% | No change | 1,817 | $234K |
| Vista Capital Partners, Inc. | 0.03% | No change | 1,813 | $233K |
| Frederick Financial Consultants, LLC | 0.14% | New | 1,799 | $231K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,799 | $231K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $231K |
| Bulltick Wealth Management, LLC | 0.06% | New | 1,795 | $231K |
| GEN Financial Management, INC. | 0.19% | No change | 1,788 | $230K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 1,775 | $228K |
| Westmount Partners, LLC | 0.06% | Add +0.1% | 1,770 | $228K |
| Schrum Private Wealth Management LLC | 0.18% | Add +0.1% | 1,761 | $227K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,749 | $225K |
| Private Advisory Group LLC | 0.02% | No change | 1,747 | $225K |
| GSG Advisors LLC | 0.07% | New | 1,745 | $224K |
| Rodgers & Associates, LTD | 0.02% | No change | 1,739 | $224K |
| Battery Global Advisors, LLC | 0.11% | Reduce -18.1% | 1,733 | $223K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Reduce -6.8% | 1,716 | $221K |
| Leuthold Group, LLC | 0.03% | New | 1,716 | $221K |
| Wesbanco Bank Inc. | 0.01% | New | 1,700 | $219K |
| Allie Family Office LLC | 0.11% | New | 1,699 | $218K |
| Cyr Financial Inc. | 0.17% | Reduce -38.9% | 1,688 | $217K |
| Ironwood Wealth Management, LLC. | 0.08% | Reduce -33.5% | 1,684 | $217K |
| Oldfather Financial Services, LLC | 0.07% | New | 1,677 | $216K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,677 | $216K |
| Magnolia Capital Management Ltd. | 0.17% | New | 1,665 | $214K |
| DORVAL Corp | 0.08% | Reduce -1.1% | 1,659 | $213K |
| Bison Wealth, LLC | 0.02% | New | 1,651 | $213K |
| Gibson Capital, LLC | 0.04% | New | 1,645 | $212K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $210K |
| CGN Advisors LLC | 0.02% | New | 1,617 | $208K |
| Boston Family Office LLC | 0.01% | New | 1,600 | $206K |
| John W. Brooker & Co., CPAs | 0.48% | Reduce -91.2% | 1,583 | $206K |
| Ascent Capital Management, LLC | 0.18% | New | 1,577 | $203K |
| Visionary Wealth Advisors | 0.01% | New | 1,568 | $202K |
| SC&H Financial Advisors, Inc. | 0.03% | New | 1,563 | $201K |
| Silicon Valley Capital Partners | 0.02% | Reduce -4.3% | 1,540 | $198K |
| Icon Advisers Inc. | 0.04% | New | 1,500 | $193K |
| Elequin Capital, LP | 0.06% | New | 1,457 | $187K |
| Total Investment Management Inc. | 0.03% | New | 1,444 | $186K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Add +20.8% | 1,443 | $186K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.9% | 1,419 | $182K |
| WCM Investment Management, LLC | 0.00% | New | 1,412 | $181K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $172K |
| Granite FO LLC | 0.09% | No change | 1,295 | $167K |
| Harbour Investments, Inc. | 0.00% | No change | 1,223 | $157K |
| Manchester Capital Management LLC | 0.02% | No change | 1,170 | $150K |
| LGT Financial Advisors LLC | 0.37% | No change | 1,149 | $148K |
| Solstein Capital, LLC | 0.07% | No change | 1,100 | $141K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -42.3% | 1,092 | $140K |
| Spire Wealth Management | 0.00% | Reduce -62.6% | 1,053 | $135K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $134K |
| Gould Capital, LLC | 0.09% | No change | 1,009 | $130K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,001 | $129K |
| Birchbrook, Inc. | 0.07% | No change | 979 | $126K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $124K |
| Boreal Capital Management LLC | 0.12% | — | 947 | $122K |
| FSA Wealth Management LLC | 0.05% | Reduce -13.9% | 925 | $119K |
| IAG Wealth Partners, LLC | 0.02% | No change | 925 | $119K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 900 | $116K |
| HighMark Wealth Management LLC | 0.06% | Add +0.8% | 877 | $113K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $109K |
| Rosenberg Matthew Hamilton | 0.02% | New | 786 | $101K |
| AE Wealth Management LLC | 0.00% | No change | 715 | $92K |
| MTM Investment Management, LLC | 0.03% | New | 675 | $87K |
| Pandora Wealth, Inc. | 0.05% | Add +6.3% | 672 | $86K |
| Richard Bernstein Advisors LLC | 0.00% | Add +51.5% | 668 | $86K |
| Cooksen Wealth, LLC | 0.07% | Reduce -10.1% | 660 | $85K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $77K |
| IMA Advisory Services, Inc. | 0.01% | Add +0.8% | 596 | $77K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $76K |
| CoreCap Advisors, LLC | 0.00% | Reduce -41.3% | 586 | $75K |
| Consultiva Wealth Management, Corp. | 0.22% | Add +15.3% | 565 | $73K |
| Tortoise Investment Management, LLC | 0.01% | No change | 527 | $68K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -14.6% | 509 | $65K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.5% | 504 | $65K |
| CNB Bank | 0.03% | No change | 500 | $64K |
| Rialto Wealth Management, LLC | 0.02% | No change | 500 | $64K |
| American National Bank & Trust | 0.01% | New | 500 | $64K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +607.1% | 495 | $64K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $59K |
| Centerpoint Advisors, LLC | 0.02% | No change | 460 | $59K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +103.3% | 437 | $56K |
| 10Elms LLP | 0.06% | Reduce -31.6% | 432 | $56K |
| Costello Asset Management, INC | 0.02% | Add +0.7% | 422 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 373 | $48K |
| Dunhill Financial, LLC | 0.01% | Add +49.4% | 363 | $47K |
| Principal Securities, Inc. | 0.00% | Add +969.7% | 353 | $45K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Add +1.5% | 347 | $45K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $44K |
| Rossby Financial, LCC | 0.02% | No change | 338 | $43K |
| Pacifica Partners Inc. | 0.02% | No change | 339 | $43K |
| Arax Advisory Partners | 0.00% | New | 334 | $43K |
| HM Payson & Co. | 0.00% | No change | 325 | $42K |
| Morris Financial Concepts, Inc. | 0.01% | Add +6.3% | 270 | $35K |
| McIlrath & Eck, LLC | 0.00% | Reduce -10.1% | 268 | $35K |
| Financial Gravity Companies, Inc. | 0.01% | — | 260 | $33K |
| MRP Capital Investments, LLC | 0.02% | No change | 257 | $33K |
| Sagard Holdings Management Inc. | 0.09% | — | 250 | $32K |
| Breakwater Investment Management | 0.01% | No change | 232 | $30K |
| DB Fitzpatrick & Co, Inc | 0.03% | No change | 230 | $30K |
| American Capital Advisory, LLC | 0.01% | Add +0.5% | 211 | $27K |
| Westside Investment Management, Inc. | 0.00% | No change | 205 | $26K |
| Winch Advisory Services, LLC | 0.01% | Add +0.6% | 181 | $23K |
| Main Street Group, LTD | 0.01% | No change | 170 | $22K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 165 | $21K |
| CX Institutional | 0.00% | No change | 165 | $21K |
| Joseph Group Capital Management | 0.01% | Reduce -43.4% | 149 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2600.0% | 135 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +0.8% | 129 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 116 | $15K |
| West Paces Advisors Inc. | 0.00% | Reduce -35.5% | 111 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.9% | 107 | $14K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $13K |
| Brooklyn Investment Group | 0.00% | New | 100 | $13K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $12K |
| Operose Advisors LLC | 0.00% | No change | 87 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 75 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 68 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | New | 60 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 59 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -71.6% | 58 | $7K |
| Ridgewood Investments LLC | 0.00% | Reduce -10.3% | 52 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 46 | $6K |
| Abound Wealth Management | 0.00% | No change | 45 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $3K |
| Clear Investment Research, LLC | 0.00% | No change | 21 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Paladin Advisory Group, LLC | 0.00% | No change | 6 | $807 |
| Horizon Investments, LLC | 0.00% | New | 6 | $772 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 4 | $514 |
| Rakuten Securities, Inc. | 0.00% | New | 4 | $514 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $157 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $137 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $129 |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1 | $129 |
| 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.