iShares MSCI Acwi ETFACWIETF
13F holders, Q3 2025 (September 30)757holders +45
77new positions
32sold out
6famous investors
$138.24avg. 13F price*
At the end of Q3 2025, 757 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 45 from Q2 2025. 77 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($967.6M), Phoenix Financial Ltd. ($449.1M) and P/E Global LLC ($293.2M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Acwi ETF
- CUSIP
- 464288257
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $243.0M |
| Exits | 32 | $575.1M |
All 13F filers, Q2 2025 → Q3 2025: 8,244,842 shares bought and 11,082,918 shares sold, net −2,838,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| Morgan Stanley | 0.06% | Reduce -6.9% | 6,999,204 | $967.6M |
| Phoenix Financial Ltd. | 5.47% | Add +41.7% | 3,247,975 | $449.1M |
| P/E Global LLC | 58.64% | Reduce -4.3% | 2,121,107 | $293.2M |
| Sageworth Trust Co | 11.16% | Reduce -0.3% | 1,731,950 | $239.4M |
| Wells Fargo & Company | 0.05% | Reduce -2.5% | 1,689,145 | $233.5M |
| PNC Financial Services Group, Inc. | 0.12% | Add +1.1% | 1,374,343 | $190.0M |
| ICONIQ Capital, LLC | 2.32% | Reduce -4.9% | 1,352,742 | $187.0M |
| JPMorgan Chase & Co. | 0.01% | Add +10.4% | 1,300,844 | $179.8M |
| Sequoia Financial Advisors, LLC | 1.09% | Reduce -2.5% | 1,293,324 | $178.8M |
| Prudential PLC | 1.16% | Add +34.1% | 1,143,302 | $158.1M |
| Allianz Asset Management GmbH | 0.19% | Reduce -19.1% | 1,121,655 | $155.1M |
| Bank of America Corp. | 0.01% | Reduce -5.4% | 1,075,636 | $148.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 3.64% | Reduce -26.5% | 1,016,554 | $140.5M |
| Capital Advisors Inc. | 2.21% | Add +2.5% | 957,528 | $132.4M |
| Bogart Wealth, LLC | 5.15% | Reduce -0.8% | 918,205 | $126.9M |
| Granger Management LLC | 34.89% | Add +175.1% | 864,821 | $119.6M |
| Dimension Capital Management LLC | 17.38% | Reduce -0.6% | 864,189 | $119.5M |
| Evoke Wealth, LLC | 2.34% | Reduce -0.2% | 812,866 | $112.4M |
| Assetmark, Inc. | 0.23% | Add +73.1% | 788,333 | $109.0M |
| UBS Group AG | 0.02% | Reduce -18.7% | 783,061 | $108.3M |
| Corient Private Wealth LP | 0.17% | Add +60.9% | 767,573 | $106.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -57.7% | 759,078 | $104.9M |
| National Bank of Canada | 0.12% | Add +60.5% | 737,744 | $102.0M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 43.38% | Add +112.8% | 734,331 | $101.5M |
| Bank of Montreal | 0.04% | Add +84.4% | 727,030 | $100.5M |
| Lowe Brockenbrough & Co. Inc. | 5.05% | Add +42.5% | 710,695 | $98.2M |
| BNP Paribas Financial Markets | 0.08% | Reduce -67.7% | 708,231 | $97.9M |
| Nomura Asset Management Co. Ltd. | 0.25% | Reduce -11.3% | 706,200 | $97.6M |
| HSBC Holdings PLC | 0.06% | Add +2.4% | 699,426 | $96.7M |
| Royal Bank of Canada | 0.02% | Reduce -14.6% | 669,893 | $92.6M |
| Ieq Capital, LLC | 0.26% | Add +13.4% | 614,643 | $85.0M |
| Brown Advisory Inc. | 0.11% | Add +21.9% | 600,459 | $83.0M |
| Verger Capital Management LLC | 24.60% | Add +45.3% | 548,305 | $75.8M |
| Allianz SE | 1.54% | Add +0.0% | 525,931 | $72.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.53% | Add +19.4% | 504,245 | $69.7M |
| Common Fund for Nonprofit Organizations | 5.90% | Reduce -4.2% | 496,559 | $68.6M |
| Bessemer Group Inc. | 0.10% | Reduce -0.8% | 489,966 | $67.7M |
| BlackRock, Inc. | 0.00% | Reduce -3.7% | 483,931 | $66.9M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +13.2% | 467,617 | $64.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 463,217 | $64.0M |
| Mill Creek Capital Advisors, LLC | 1.24% | Reduce -1.3% | 436,534 | $60.3M |
| LPL Financial LLC | 0.02% | Add +40.2% | 430,898 | $59.6M |
| Blue Trust, Inc. | 0.66% | Add +2.5% | 424,853 | $58.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.7% | 421,957 | $58.3M |
| Three Bridge Wealth Advisors, LLC | 14.69% | Add +2.2% | 412,183 | $57.0M |
| Partners Capital Investment Group, LLP | 2.23% | Add +5.4% | 405,964 | $56.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.15% | Add +12.8% | 385,784 | $53.3M |
| Johns Hopkins University | 2.88% | Reduce -27.1% | 374,108 | $51.7M |
| Raymond James Financial Inc. | 0.02% | Add +10.8% | 364,541 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 357,345 | $49.4M |
| Lido Advisors, LLC | 0.20% | Add +226.1% | 343,630 | $47.5M |
| Osaic Holdings, Inc. | 0.07% | Add +27.9% | 348,015 | $47.1M |
| Pathstone Holdings, LLC | 0.17% | Reduce -8.9% | 317,697 | $43.9M |
| Naviter Wealth, LLC | 5.02% | Add +12.9% | 311,799 | $43.1M |
| 1832 Asset Management L.P. | 0.07% | New | 309,198 | $42.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +7.5% | 300,669 | $41.9M |
| Banco Santander, S.A. | 0.37% | Reduce -21.9% | 301,217 | $41.6M |
| Brandywine Managers, LLC | 38.94% | No change | 293,679 | $40.6M |
| US Bancorp \de | 0.05% | Reduce -0.0% | 283,035 | $39.1M |
| Ayalon Insurance Comp Ltd. | 9.81% | Add +21.1% | 280,571 | $38.8M |
| Cerity Partners LLC | 0.06% | Add +3.6% | 279,951 | $38.7M |
| Birnam Oak Advisors, LP | 9.38% | No change | 276,800 | $38.3M |
| Erste Asset Management GmbH | 0.35% | Add +67.7% | 264,832 | $36.6M |
| Cambridge Associates LLC /Ma/ | 0.66% | Add +11.8% | 260,477 | $36.0M |
| Pathway Financial Advisors LLC | 4.50% | Add +0.0% | 244,331 | $33.8M |
| Schroder Investment Management Group | 0.03% | Add +60.6% | 243,293 | $33.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.0% | 241,258 | $33.4M |
| Truist Financial Corp. | 0.04% | Reduce -11.6% | 215,623 | $29.8M |
| Quantinno Capital Management LP | 0.08% | Add +329.4% | 215,330 | $29.8M |
| Jasper Ridge Partners, L.P. | 0.66% | Reduce -0.1% | 211,381 | $29.2M |
| Oxford Financial Group, LTD. LLC | 1.64% | Reduce -3.8% | 210,088 | $29.0M |
| Neuberger Berman Group LLC | 0.02% | Add +10.3% | 209,982 | $29.0M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -66.4% | 208,963 | $28.9M |
| Sentinel Trust Co. Lba | 2.93% | No change | 207,698 | $28.7M |
| Drake & Associates, LLC | 6.01% | Add +11.5% | 204,224 | $28.7M |
| Citigroup Inc. | 0.02% | Add +17.0% | 207,342 | $28.7M |
| Old National Bancorp | 0.49% | Reduce -0.2% | 206,907 | $28.6M |
| Privium Fund Management (UK) Ltd | 17.78% | New | 206,560 | $28.4M |
| Waldron Private Wealth LLC | 1.12% | Reduce -0.6% | 199,078 | $27.5M |
| GFS Advisors, LLC | 3.49% | Reduce -2.1% | 197,870 | $27.4M |
| Capital International Investors | 0.00% | Add +9.3% | 192,008 | $26.4M |
| Polen Capital Management LLC | 0.09% | Add +115.1% | 190,449 | $26.3M |
| Circle Wealth Management, LLC | 0.50% | No change | 187,610 | $25.9M |
| Gotham Asset Management | 0.11% | Add +13.8% | 182,147 | $25.2M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.5% | 179,102 | $24.8M |
| Bricktown Capital, LLC | 4.04% | Reduce -34.8% | 177,429 | $24.5M |
| Equitable Trust Co. | 1.13% | Add +0.1% | 177,361 | $24.5M |
| Focus Partners Wealth | 0.04% | Reduce -13.8% | 175,156 | $24.2M |
| Ameriprise Financial Inc. | 0.01% | Add +8.8% | 162,943 | $22.5M |
| Citadel Advisors | 0.02% | Add +455.2% | 162,097 | $22.4M |
| Bank of Nova Scotia | 0.04% | Reduce -21.7% | 161,031 | $22.3M |
| Wellington Management Group LLP | 0.00% | Reduce -61.9% | 158,122 | $21.9M |
| Allen Investment Management, LLC | 0.24% | Add +4.0% | 156,494 | $21.6M |
| Cresset Asset Management, LLC | 0.09% | Add +4.0% | 149,361 | $20.6M |
| Sepio Capital, LP | 1.16% | Add +96.2% | 141,815 | $19.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | New | 136,110 | $18.8M |
| Centaurus Financial, Inc. | 0.85% | Add +1.5% | 130,394 | $18.0M |
| Avestar Capital, LLC | 1.25% | Add +2.8% | 126,717 | $17.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.1% | 124,482 | $17.2M |
| Ashford Advisors, LLC | 3.66% | Reduce -3.1% | 119,573 | $16.5M |
| Gryphon Financial Partners LLC | 1.86% | Add +32.7% | 118,258 | $16.3M |
| Cwm, LLC | 0.05% | Add +5.2% | 114,149 | $15.8M |
| Portus Wealth Advisors, LLC | 15.62% | — | 113,287 | $15.7M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -2.0% | 112,551 | $15.6M |
| Captrust Financial Advisors | 0.03% | Add +6.9% | 111,525 | $15.4M |
| Barclays PLC | 0.01% | Add +0.4% | 108,488 | $15.0M |
| Cetera Investment Advisers | 0.02% | Add +23.2% | 106,048 | $14.7M |
| IFC Advisors LLC | 2.64% | Add +0.0% | 104,355 | $14.4M |
| Pinebridge Investments, L.P. | 0.10% | Add +39.4% | 101,516 | $14.0M |
| Plan Group Financial, LLC | 3.73% | Reduce -2.4% | 100,432 | $13.9M |
| HB Wealth Management, LLC | 0.09% | Add +32.9% | 99,943 | $13.8M |
| Unique Wealth, LLC | 2.01% | Add +6.6% | 99,207 | $13.7M |
| PFG Advisors | 0.55% | New | 96,747 | $13.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -19.4% | 94,968 | $13.1M |
| Wind River Trust Co | 4.82% | Reduce -3.8% | 94,212 | $13.0M |
| DRW Securities, LLC | 0.66% | New | 93,293 | $12.9M |
| NorthCoast Asset Management LLC | 0.05% | Add +13.8% | 92,706 | $12.8M |
| Waverly Advisors, LLC | 0.13% | Reduce -10.8% | 91,632 | $12.7M |
| Dorsey & Whitney Trust CO LLC | 0.65% | No change | 89,595 | $12.4M |
| Mariner, LLC | 0.02% | Add +8.8% | 88,185 | $12.2M |
| NYL Investors LLC | 4.16% | Add +0.8% | 87,502 | $12.1M |
| Hackensack Meridian Health, Inc. | 1.21% | No change | 85,000 | $11.8M |
| SG Americas Securities, LLC | 0.04% | Reduce -2.9% | 84,748 | $11.7M |
| BIP Wealth, LLC | 0.57% | Add +12.1% | 83,523 | $11.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 2.37% | New | 83,076 | $11.5M |
| DT Investment Partners, LLC | 0.97% | Reduce -0.0% | 83,018 | $11.5M |
| Centennial Bank | 4.47% | Add +4.5% | 82,312 | $11.4M |
| Charter Oak Capital Management, LLC | 0.88% | Reduce -0.7% | 81,489 | $11.3M |
| Amplius Wealth Advisors, LLC | 0.97% | Reduce -23.7% | 81,208 | $11.2M |
| North Berkeley Wealth Management, LLC | 8.84% | Reduce -1.7% | 81,072 | $11.2M |
| Altrafin AG | 3.48% | No change | 79,500 | $11.0M |
| AlTi Global, Inc. | 0.25% | Reduce -3.4% | 78,033 | $10.8M |
| Comerica Bank | 0.04% | Reduce -0.8% | 76,994 | $10.6M |
| Financial Management Professionals, Inc. | 1.05% | Add +2.7% | 73,024 | $10.1M |
| Mgo One Seven LLC | 0.23% | Add +8.0% | 71,708 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +469.4% | 68,049 | $9.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.07% | New | 65,000 | $9.0M |
| Channel Wealth LLC | 2.40% | New | 64,887 | $9.0M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 64,264 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Add +3.0% | 64,231 | $8.9M |
| Harding Loevner LP | 0.06% | Add +344.6% | 63,515 | $8.8M |
| Rothschild Capital Partners, LLC | 2.07% | New | 63,256 | $8.7M |
| Cooper Investors PTY Ltd. | 2.38% | New | 63,131 | $8.7M |
| Clearstead Advisors, LLC | 0.13% | Reduce -4.9% | 62,415 | $8.6M |
| Financial Enhancement Group LLC | 1.15% | Add +16.0% | 61,395 | $8.6M |
| Brandywine Trust Co. | 1.30% | No change | 61,715 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.9% | 61,579 | $8.5M |
| Mullaney, Keating & Wright, Inc. | 4.67% | New | 60,843 | $8.4M |
| TD Capital Management LLC | 0.75% | Reduce -1.9% | 59,977 | $8.3M |
| Able Wealth Management LLC | 3.11% | Reduce -1.6% | 59,913 | $8.3M |
| Cahaba Wealth Management, Inc. | 0.59% | Reduce -0.6% | 58,884 | $8.1M |
| Parallel Advisors, LLC | 0.15% | Reduce -0.2% | 57,380 | $7.9M |
| Permanent Capital Management, LP | 1.42% | — | 54,862 | $7.6M |
| Glenmede Investment Management, LP | 0.04% | Add +0.9% | 54,363 | $7.5M |
| FMR LLC | 0.00% | Reduce -13.3% | 52,922 | $7.3M |
| EFG Asset Management (Americas) Corp. | 1.26% | New | 52,586 | $7.3M |
| Zurich Insurance Group Ltd | 0.05% | Add +54.5% | 51,974 | $7.2M |
| Beirne Wealth Consulting Services, LLC | 1.72% | Reduce -0.1% | 51,958 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -64.2% | 51,939 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 51,479 | $7.1M |
| LexAurum Advisors, LLC | 1.01% | Add +1.6% | 51,215 | $7.1M |
| Leavell Investment Management, Inc. | 0.29% | No change | 50,275 | $7.0M |
| Creative Planning | 0.01% | Reduce -5.4% | 49,606 | $6.9M |
| Two Sigma Securities, LLC | 0.99% | Add +174.0% | 48,422 | $6.7M |
| Beacon Investment Advisory Services, Inc. | 0.28% | Add +3.9% | 48,136 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.3% | 47,992 | $6.6M |
| Verum Partners LLC | 1.40% | Reduce -1.5% | 47,524 | $6.6M |
| Venturi Wealth Management, LLC | 0.30% | New | 46,765 | $6.5M |
| Atria Investments, Inc | 0.07% | Add +9.3% | 46,143 | $6.4M |
| Headlands Technologies LLC | 0.51% | New | 45,991 | $6.4M |
| Ausdal Financial Partners, Inc. | 0.31% | Reduce -50.5% | 45,893 | $6.3M |
| Frank, Rimerman Advisors LLC | 0.39% | No change | 44,053 | $6.1M |
| VPR Management LLC | 2.75% | Reduce -53.2% | 43,700 | $6.0M |
| Peak Financial Management, Inc. | 1.60% | Reduce -3.6% | 43,677 | $6.0M |
| SCS Capital Management LLC | 0.07% | Reduce -0.1% | 43,581 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.7% | 42,713 | $5.9M |
| Wescott Financial Advisory Group, LLC | 0.53% | Add +2.0% | 42,593 | $5.9M |
| Lee Financial Co | 0.74% | Add +1.8% | 42,570 | $5.9M |
| Independent Wealth Network Inc. | 1.87% | Add +3.1% | 42,109 | $5.8M |
| Sand Hill Global Advisors, LLC | 0.20% | No change | 42,046 | $5.8M |
| Sava Infond d.o.o. | 0.82% | Add +25.1% | 41,850 | $5.8M |
| BBR Partners, LLC | 0.33% | No change | 41,563 | $5.7M |
| Moneda S.A. Administradora General de Fondos | 6.34% | Reduce -6.8% | 40,586 | $5.7M |
| Atwater Malick LLC | 1.65% | Reduce -6.7% | 41,138 | $5.7M |
| Freestone Capital Holdings, LLC | 0.17% | Add +11.9% | 40,963 | $5.7M |
| Mawer Investment Management Ltd. | 0.03% | New | 40,825 | $5.6M |
| Oak Family Advisors, LLC | 1.82% | Reduce -10.4% | 40,620 | $5.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Reduce -34.8% | 40,007 | $5.5M |
| Retirement Income Solutions, Inc. | 0.94% | Reduce -0.2% | 39,925 | $5.5M |
| Pinnacle Associates Ltd. | 0.07% | Add +37.6% | 37,894 | $5.2M |
| Ballentine Partners, LLC | 0.07% | No change | 37,838 | $5.2M |
| Squarepoint Ops LLC | 0.01% | Add +211.9% | 37,581 | $5.2M |
| SBI Securities Co., Ltd. | 0.13% | Add +17.8% | 37,568 | $5.2M |
| Procyon Advisors, LLC | 0.31% | Add +1.8% | 37,385 | $5.2M |
| Centerstone Investors, LLC | 18.22% | Add +131.4% | 36,984 | $5.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.38% | Add +39.3% | 36,732 | $5.1M |
| Debussy Capital Management LP | 0.71% | Add +5.2% | 36,534 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.3% | 36,426 | $5.0M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | New | 36,155 | $5.0M |
| AlphaCore Capital LLC | 0.17% | New | 36,106 | $5.0M |
| Diversified Trust Co. | 0.10% | Add +0.4% | 35,398 | $4.9M |
| Callan Family Office, LLC | 0.16% | Add +70.6% | 35,268 | $4.9M |
| Financial Council, LLC | 2.16% | Add +0.0% | 35,146 | $4.9M |
| Advisor OS, LLC | 0.42% | Add +16.6% | 34,960 | $4.8M |
| Keel Point, LLC | 0.30% | Add +33.5% | 34,729 | $4.8M |
| Empowered Funds, LLC | 0.05% | New | 34,496 | $4.8M |
| Clarius Group, LLC | 0.28% | No change | 34,459 | $4.8M |
| Capital World Investors | 0.00% | Add +31.3% | 34,592 | $4.8M |
| Pennington Partners & Co., LLC | 2.21% | Add +29.4% | 33,796 | $4.7M |
| Madrona Financial Services, LLC | 1.00% | Reduce -5.0% | 32,932 | $4.6M |
| Intergy Private Wealth, LLC | 1.42% | Reduce -1.0% | 32,907 | $4.5M |
| USAdvisors Wealth Management, LLC | 1.51% | Reduce -8.8% | 31,779 | $4.4M |
| PAX Financial Group, LLC | 0.79% | Reduce -2.3% | 31,710 | $4.4M |
| Sageworth Trust Co of South Dakota | 4.05% | No change | 31,062 | $4.3M |
| BSW Wealth Partners | 0.53% | Add +0.3% | 31,002 | $4.3M |
| Well Done, LLC | 0.72% | Reduce -1.4% | 30,514 | $4.2M |
| National Philanthropic Trust | 0.05% | No change | 30,329 | $4.2M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -0.2% | 30,023 | $4.2M |
| Prudential Financial Inc. | 0.00% | Reduce -59.4% | 29,700 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +164.6% | 29,486 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +42.3% | 29,125 | $4.0M |
| Barings LLC | 0.08% | Reduce -22.7% | 28,922 | $4.0M |
| Golden State Wealth Management, LLC | 0.43% | Reduce -0.5% | 28,278 | $3.9M |
| Bluespring Wealth Management, LLC | 0.33% | Reduce -0.5% | 27,454 | $3.8M |
| Shepherd Kaplan Krochuk, LLC | 3.10% | No change | 27,318 | $3.8M |
| Rik Saylor Financial, Inc. | 2.76% | Reduce -0.7% | 27,273 | $3.8M |
| Signaturefd, LLC | 0.06% | Reduce -0.2% | 27,052 | $3.7M |
| Bank Hapoalim BM | 0.48% | Reduce -90.0% | 27,000 | $3.7M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Reduce -4.7% | 26,854 | $3.7M |
| Renaissance Technologies | 0.00% | Reduce -61.7% | 26,800 | $3.7M |
| MainStreet Investment Advisors LLC | 0.50% | Reduce -4.7% | 26,764 | $3.7M |
| Jennison Associates LLC | 0.00% | Reduce -53.5% | 26,487 | $3.7M |
| Arkos Global Advisors | 0.47% | Add +0.5% | 26,448 | $3.7M |
| Waddell & Associates, LLC | 0.30% | No change | 25,247 | $3.5M |
| PFW Advisors LLC | 1.03% | Add +0.8% | 25,233 | $3.5M |
| Catalyst Private Wealth, LLC | 1.53% | No change | 25,199 | $3.5M |
| Union Bancaire Privee, UBP SA | 0.05% | Add +26.1% | 14,920 | $3.4M |
| Quadrant Capital Group LLC | 0.11% | Reduce -0.0% | 24,491 | $3.4M |
| St. Louis Trust Co | 0.41% | No change | 24,015 | $3.3M |
| Voya Investment Management LLC | 0.00% | Reduce -15.9% | 23,879 | $3.3M |
| RFP Financial Group LLC | 1.34% | Reduce -3.1% | 27,943 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.03% | No change | 23,658 | $3.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +101.1% | 23,582 | $3.3M |
| CKW Financial Group | 0.34% | Add +2.7% | 22,668 | $3.1M |
| RDA Financial Network | 0.77% | Reduce -3.1% | 22,705 | $3.1M |
| Rathbones Group PLC | 0.01% | Add +24.5% | 22,604 | $3.1M |
| Pure Financial Advisors, LLC | 0.05% | Add +8.4% | 22,573 | $3.1M |
| Y.D. More Investments Ltd | 0.17% | Add +115.9% | 22,234 | $3.1M |
| Klaas Financial Asset Advisors, LLC | 0.46% | Reduce -5.1% | 22,162 | $3.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce 0.0% | 22,005 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +48.7% | 21,822 | $3.0M |
| Aries Wealth Management | 0.70% | Add +1.5% | 21,382 | $3.0M |
| Sharkey, Howes & Javer | 0.38% | Reduce -4.8% | 21,330 | $2.9M |
| Fluent Financial, LLC | 1.13% | Add +3.7% | 20,870 | $2.9M |
| MAI Capital Management | 0.02% | Reduce -1.2% | 20,702 | $2.9M |
| Insigneo Advisory Services, LLC | 0.20% | Add +14.1% | 20,501 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -8.7% | 20,456 | $2.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.08% | Add +4.7% | 20,335 | $2.8M |
| Brighton Jones LLC | 0.07% | Reduce -1.5% | 20,260 | $2.8M |
| Beverly Hills Private Wealth, LLC | 0.50% | New | 20,213 | $2.8M |
| Sellwood Investment Partners LLC | 1.11% | New | 20,163 | $2.8M |
| Blair William & Co. | 0.01% | Add +182.7% | 20,085 | $2.8M |
| Arcus Capital Partners, LLC | 1.21% | No change | 20,040 | $2.8M |
| Summit Financial, LLC | 0.04% | Add +37.0% | 20,015 | $2.8M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -0.6% | 19,712 | $2.7M |
| Wick Capital Partners, LLC | 0.65% | New | 19,632 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +0.8% | 19,026 | $2.6M |
| Hirtle & Co., LLC | 0.10% | Reduce -59.7% | 18,551 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +10.7% | 18,203 | $2.5M |
| Greystone Financial Group, LLC | 0.39% | Add +0.3% | 18,178 | $2.5M |
| Ameritas Advisory Services, LLC | 0.16% | Add +222.5% | 17,912 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -1.0% | 17,831 | $2.5M |
| Clarus Wealth Advisors | 1.09% | Add +1.2% | 17,582 | $2.5M |
| Fund Evaluation Group, LLC | 0.09% | Reduce -4.8% | 17,571 | $2.4M |
| Aspiriant, LLC | 0.07% | Reduce -0.3% | 17,316 | $2.4M |
| Savant Capital, LLC | 0.01% | Add +3.4% | 17,298 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.9% | 17,002 | $2.4M |
| Readystate Asset Management LP | 0.23% | New | 16,930 | $2.3M |
| Strategic Blueprint, LLC | 0.10% | Add +0.5% | 16,693 | $2.3M |
| Veltria Advisors Corp. | 9.94% | Add +0.0% | 16,331 | $2.3M |
| GQG Partners LLC | 0.00% | Add +186.1% | 16,290 | $2.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.57% | Add +0.9% | 16,007 | $2.2M |
| Roth Financial Partners LLC | 0.73% | No change | 15,756 | $2.2M |
| Midwest Heritage Bank, FSB | 0.76% | Reduce -1.0% | 15,486 | $2.1M |
| Evelyn Partners Asset Management Ltd | 0.47% | No change | 14,928 | $2.1M |
| Activest Wealth Management | 0.42% | Reduce -9.0% | 14,891 | $2.1M |
| Austin Wealth Management, LLC | 0.32% | Reduce -1.4% | 14,774 | $2.1M |
| Fifth Third Bancorp | 0.01% | Add +2.1% | 14,819 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | No change | 14,733 | $2.0M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 14,660 | $2.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.87% | Add +5.8% | 14,646 | $2.0M |
| Pictet North America Advisors SA | 0.19% | Reduce -7.5% | 14,605 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Add +5.2% | 14,583 | $2.0M |
| Saranac Partners Ltd | 0.42% | Add +4.3% | 14,500 | $2.0M |
| Angeles Investment Advisors, LLC | 0.13% | Add +1.5% | 14,443 | $2.0M |
| World Investment Advisors | 0.04% | Reduce -4.8% | 14,081 | $1.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.7% | 13,756 | $1.9M |
| Astoria Strategic Wealth, Inc. | 0.47% | Reduce -1.4% | 13,433 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.5% | 13,372 | $1.8M |
| Cibc World Market Inc. | 0.00% | Reduce -2.4% | 13,247 | $1.8M |
| G&S Capital LLC | 0.67% | Add +2.2% | 13,194 | $1.8M |
| Haverford Trust Co | 0.02% | No change | 13,052 | $1.8M |
| SYM FINANCIAL Corp | 0.19% | Reduce -4.3% | 12,962 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -6.7% | 12,896 | $1.8M |
| Secure Asset Management, LLC | 0.29% | Add +67.9% | 12,782 | $1.8M |
| Empirical Finance, LLC | 0.08% | No change | 12,816 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +186.7% | 12,457 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -12.8% | 12,687 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | No change | 12,599 | $1.7M |
| AMG National Trust Bank | 0.04% | Reduce -0.0% | 12,543 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -7.3% | 12,542 | $1.7M |
| Arlington Trust Co LLC | 0.31% | No change | 12,500 | $1.7M |
| Scotia Capital Inc. | 0.01% | Reduce -2.4% | 12,435 | $1.7M |
| Lifelong Wealth Advisors, Inc. | 0.51% | Reduce -0.3% | 12,332 | $1.7M |
| Choate Investment Advisors | 0.03% | Reduce -0.1% | 12,223 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -6.8% | 12,049 | $1.7M |
| AQR Capital Management | 0.00% | Add +91.0% | 12,013 | $1.7M |
| GC Wealth Management RIA, LLC | 0.05% | Add +318.4% | 11,936 | $1.7M |
| Great Waters Wealth Management | 0.19% | Add +0.4% | 11,834 | $1.6M |
| Landing Point Financial Group, LLC | 0.84% | Add +15.7% | 11,706 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.6% | 11,650 | $1.6M |
| TFO Wealth Partners, LLC | 0.26% | No change | 11,616 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Add +9.2% | 11,347 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -3.8% | 11,132 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -0.2% | 11,161 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,155 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.9% | 11,083 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +141.6% | 11,045 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.1% | 10,796 | $1.5M |
| WestEnd Advisors, LLC | 0.03% | Reduce -6.5% | 10,763 | $1.5M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.46% | No change | 10,555 | $1.5M |
| Caprock Group, LLC | 0.04% | — | 10,912 | $1.5M |
| Moran Wealth Management, LLC | 0.04% | Add +13.7% | 10,520 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.43% | Reduce -0.6% | 10,412 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | Add +13.0% | 10,341 | $1.4M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 10,000 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.1% | 9,961 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.0% | 9,845 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.12% | No change | 9,492 | $1.3M |
| Causeway Capital Management LLC | 0.02% | Add +11.4% | 9,427 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +71.8% | 9,347 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +0.0% | 9,128 | $1.3M |
| Montecito Bank & Trust | 0.19% | — | 9,060 | $1.3M |
| Saxony Capital Management, LLC | 0.82% | Reduce -8.9% | 9,050 | $1.3M |
| Uniting Wealth Partners, LLC | 0.29% | New | 8,926 | $1.2M |
| Commerce Bank | 0.01% | Add +21.2% | 8,926 | $1.2M |
| YHB Investment Advisors, Inc. | 0.09% | Reduce -4.0% | 8,925 | $1.2M |
| Fiduciary Trust Co | 0.01% | Add +0.5% | 8,866 | $1.2M |
| Sierra Capital LLC | 0.13% | No change | 8,857 | $1.2M |
| Simon Quick Advisors, LLC | 0.06% | No change | 8,842 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -5.6% | 8,828 | $1.2M |
| Northside Capital Management, LLC | 0.11% | Reduce -81.8% | 8,775 | $1.2M |
| NavPoint Financial, Inc. | 0.63% | No change | 8,717 | $1.2M |
| Joel Adams & Associates, Inc. | 0.97% | New | 8,714 | $1.2M |
| Stonebrook Private Inc. | 0.26% | Reduce -1.9% | 8,690 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.8% | 8,653 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +62.1% | 8,421 | $1.2M |
| Columbus Macro, LLC | 0.13% | Reduce -4.8% | 8,355 | $1.2M |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $1.1M |
| Sonoma Private Wealth LLC | 1.36% | No change | 8,260 | $1.1M |
| First National Trust Co | 0.04% | New | 8,073 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Reduce -3.0% | 8,067 | $1.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.47% | No change | 8,000 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +48.8% | 7,946 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +4.3% | 7,926 | $1.1M |
| NTV Asset Management LLC | 0.12% | No change | 7,746 | $1.1M |
| Lee Johnson Capital Management, LLC | 0.36% | New | 7,732 | $1.1M |
| Patten Group, Inc. | 0.21% | Add +0.1% | 7,712 | $1.1M |
| Sfmg, LLC | 0.07% | No change | 7,592 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +2.0% | 7,476 | $1.0M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -67.9% | 7,407 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | No change | 7,338 | $1.0M |
| Fifth Third Wealth Advisors LLC | 0.04% | No change | 7,300 | $1.0M |
| Longview Financial Advisors LLC | 0.58% | Reduce -0.2% | 7,272 | $1.0M |
| Whittier Trust Co. | 0.01% | No change | 7,193 | $1.0M |
| Sheets Smith Wealth Management | 0.11% | Add +1.5% | 7,136 | $986K |
| &partners | 0.01% | No change | 6,992 | $967K |
| Winthrop Advisory Group LLC | 0.08% | Add +0.8% | 6,925 | $957K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,895 | $953K |
| Sunflower Bank, N.A. | 0.23% | Reduce -1.4% | 6,885 | $952K |
| Wealth Architects, LLC | 0.09% | Reduce -4.6% | 6,816 | $942K |
| Trek Financial, LLC | 0.05% | No change | 6,656 | $920K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -0.4% | 6,631 | $917K |
| KBC Group NV | 0.00% | No change | 6,609 | $914K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -0.8% | 6,521 | $901K |
| Mather Group, Llc. | 0.01% | Reduce -2.9% | 6,516 | $901K |
| Abound Wealth Management | 0.22% | Add +14322.2% | 6,490 | $897K |
| Lazard Asset Management LLC | 0.00% | Reduce -90.8% | 6,418 | $887K |
| Apeiron RIA LLC | 0.20% | Reduce -3.4% | 6,436 | $887K |
| Capital Research Global Investors | 0.00% | Add +16.0% | 6,349 | $874K |
| Bailard, Inc. | 0.02% | No change | 6,274 | $867K |
| Wedbush Securities Inc. | 0.03% | Reduce -28.3% | 6,197 | $857K |
| Jones Financial Companies LLLP | 0.00% | Add +78.3% | 6,131 | $842K |
| Arkadios Wealth Advisors | 0.02% | No change | 6,026 | $833K |
| Ballew Advisors, Inc | 0.46% | No change | 6,016 | $828K |
| GenTrust, LLC | 0.04% | Reduce -0.9% | 5,944 | $822K |
| Wexford Capital LP | 0.25% | No change | 5,931 | $820K |
| Advisory Alpha, LLC | 0.02% | Add +6.8% | 5,843 | $814K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,828 | $806K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 5,584 | $796K |
| BTG Pactual Asset Management US LLC | 0.09% | New | 5,930 | $796K |
| Bellwether Advisors, LLC | 0.13% | Add +3.5% | 5,716 | $790K |
| Gries Financial LLC | 0.12% | Add +2.4% | 5,709 | $789K |
| Snowden Capital Advisors LLC | 0.02% | Add +3.6% | 5,709 | $789K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -1.4% | 5,671 | $784K |
| Strategic Financial Partners, Ltd. | 0.36% | No change | 5,620 | $777K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.6% | 5,556 | $768K |
| Eight 31 Financial, LLC | 0.43% | Add +0.1% | 5,517 | $763K |
| Fiducient Advisors LLC | 0.09% | Reduce -2.4% | 5,506 | $761K |
| Composition Wealth, LLC | 0.01% | New | 5,497 | $760K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -1.4% | 5,473 | $757K |
| Evolution Wealth Advisors, LLC | 0.10% | No change | 5,448 | $753K |
| Pettyjohn, Wood & White, Inc. | 0.12% | Add +0.3% | 5,420 | $749K |
| Aaron Wealth Advisors LLC | 0.04% | No change | 5,366 | $742K |
| Balefire, LLC | 0.15% | New | 5,286 | $731K |
| Annandale Capital, LLC | 0.13% | No change | 5,212 | $720K |
| Cassia Capital Partners, LLC | 0.39% | Add +95.0% | 5,207 | $720K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -2.3% | 5,206 | $720K |
| Summit Wealth Partners, LLC | 0.13% | No change | 5,113 | $707K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | New | 5,103 | $705K |
| Balentine LLC | 0.03% | Reduce -13.0% | 5,024 | $695K |
| GDS Wealth Management | 0.05% | Reduce -0.3% | 5,016 | $693K |
| Highland Capital Management, LLC | 0.03% | No change | 4,891 | $676K |
| Managed Asset Portfolios, LLC | 0.08% | New | 4,842 | $669K |
| RFG Advisory, LLC | 0.01% | No change | 4,816 | $666K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 4,807 | $665K |
| Courage Miller Partners, LLC | 0.20% | No change | 4,750 | $657K |
| Ancora Advisors LLC | 0.01% | Add +18.8% | 4,750 | $657K |
| 2UniFi Bank | 0.33% | Reduce -2.3% | 4,725 | $653K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +7.0% | 4,719 | $652K |
| Client 1ST Advisory Group, LLC | 0.22% | No change | 4,717 | $652K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 4,716 | $652K |
| Sowell Financial Services LLC | 0.02% | Add +1.9% | 4,700 | $650K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Reduce -1.4% | 4,694 | $649K |
| SeaBridge Investment Advisors LLC | 0.10% | Reduce -39.1% | 4,653 | $643K |
| Provenance Wealth Advisors, LLC | 0.08% | No change | 4,614 | $638K |
| Gutierrez Wealth Advisory, LLC | 0.41% | No change | 4,609 | $637K |
| New Capital Management LP | 0.17% | Reduce -1.4% | 4,575 | $632K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -24.2% | 4,571 | $632K |
| Certuity, LLC | 0.04% | Add +22.5% | 4,514 | $624K |
| Belpointe Asset Management LLC | 0.02% | Add +1.5% | 4,441 | $614K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 4,384 | $606K |
| Rovin Capital /Ut/ | 0.17% | No change | 4,322 | $597K |
| Modus Advisors, LLC | 0.16% | No change | 4,314 | $596K |
| Rather & Kittrell, Inc. | 0.10% | Reduce -10.8% | 4,306 | $595K |
| Accurate Wealth Management, LLC | 0.08% | No change | 4,313 | $594K |
| Americana Partners, LLC | 0.02% | Add +2.1% | 4,264 | $589K |
| Regatta Capital Group, LLC | 0.09% | No change | 4,249 | $587K |
| Brightwater Advisory LLC | 0.40% | Add +0.6% | 4,239 | $586K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $581K |
| K.J. Harrison & Partners Inc | 0.08% | Add +7.1% | 4,135 | $576K |
| Algorithmic Investment Models, LLC | 0.38% | New | 4,118 | $569K |
| Magnus Financial Group LLC | 0.04% | Reduce -0.0% | 4,106 | $568K |
| Archford Capital Strategies, LLC | 0.07% | No change | 4,084 | $565K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -5.7% | 4,076 | $564K |
| XTX Topco Ltd | 0.03% | New | 4,051 | $560K |
| Total Clarity Wealth Management, Inc. | 0.15% | Add +58.8% | 4,050 | $560K |
| Naples Global Advisors, LLC | 0.04% | Reduce -2.1% | 4,050 | $560K |
| American Trust | 0.05% | Add +2.5% | 4,010 | $554K |
| McHugh Group, LLC | 0.33% | New | 4,000 | $553K |
| FSM Wealth Advisors, LLC | 0.08% | Add +0.7% | 3,990 | $552K |
| Mutual Advisors, LLC | 0.01% | No change | 3,892 | $545K |
| Midwestern Financial, LLC | 0.47% | Reduce -12.7% | 3,919 | $542K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.17% | Reduce -34.0% | 3,882 | $537K |
| Cape Ann Savings Bank | 0.29% | No change | 3,863 | $534K |
| Redwood Investment Management, LLC | 0.06% | Reduce -6.0% | 3,829 | $529K |
| Shum Financial Group, Inc. | 0.39% | — | 3,825 | $529K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +4.3% | 3,800 | $525K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.8% | 3,779 | $522K |
| ONE Advisory Partners, LLC | 0.16% | No change | 3,763 | $519K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 3,751 | $519K |
| Stephens Inc. | 0.01% | No change | 3,744 | $518K |
| Clearview Wealth Advisors LLC | 0.33% | No change | 3,742 | $517K |
| Edgestream Partners, L.P. | 0.01% | New | 3,707 | $512K |
| First Citizens Asset Management, Inc. | 0.18% | Add +6.9% | 3,693 | $511K |
| JFG Wealth Management, LLC | 0.10% | No change | 3,653 | $505K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -31.9% | 3,610 | $499K |
| Groupe la Francaise | 0.01% | New | 4,200 | $492K |
| Genesis Wealth Advisors, LLC | 0.35% | No change | 3,555 | $491K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -65.6% | 3,550 | $491K |
| UMB Bank, n.a. | 0.01% | No change | 3,520 | $487K |
| Hancock Whitney Corp. | 0.01% | No change | 3,485 | $482K |
| AA Financial Advisors, LLC | 0.09% | No change | 3,456 | $478K |
| Calton & Associates, Inc. | 0.07% | New | 3,446 | $476K |
| Farther Finance Advisors, LLC | 0.01% | Add +22.1% | 3,423 | $473K |
| New York Life Investment Management LLC | 0.00% | Reduce -14.1% | 3,421 | $473K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 3,410 | $471K |
| HBK Sorce Advisory LLC | 0.01% | Add +8.7% | 3,392 | $470K |
| Garde Capital, Inc. | 0.02% | No change | 3,344 | $462K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.4% | 3,320 | $459K |
| Kiker Wealth Management, LLC | 0.23% | New | 3,288 | $455K |
| SageView Advisory Group, LLC | 0.02% | No change | 3,288 | $454K |
| RiverTree Advisors, LLC | 0.29% | Add +73.3% | 3,286 | $454K |
| Abundance Wealth Counselors | 0.08% | New | 3,285 | $454K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.5% | 3,263 | $451K |
| High Probability Advisors, LLC | 0.06% | No change | 3,253 | $450K |
| LVW Advisors, LLC | 0.05% | No change | 3,248 | $449K |
| Stonebridge Financial Group, LLC | 0.04% | Add +0.1% | 3,239 | $448K |
| GM Advisory Group, LLC | 0.02% | Reduce -5.8% | 3,234 | $447K |
| Chicago Capital, LLC | 0.01% | New | 3,200 | $442K |
| Flputnam Investment Management Co. | 0.01% | No change | 3,194 | $442K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 3,182 | $440K |
| First Citizens Investor Services, Inc. | 0.17% | — | 3,176 | $439K |
| Allen Capital Group, LLC | 0.04% | Add +9.7% | 3,151 | $436K |
| Leo Wealth, LLC | 0.06% | No change | 3,113 | $430K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,096 | $428K |
| Synovus Financial Corp. | 0.00% | Reduce -5.5% | 3,092 | $427K |
| First Hawaiian Bank | 0.05% | No change | 3,083 | $426K |
| Tudor Investment Corporation | 0.00% | Reduce -72.2% | 3,072 | $425K |
| Alhambra Investment Management LLC | 0.20% | Reduce -21.9% | 3,049 | $422K |
| New Republic Capital, LLC | 0.13% | Add +11.8% | 3,019 | $417K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $415K |
| IFP Advisors, Inc | 0.01% | Reduce -29.5% | 2,989 | $413K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -3.4% | 2,966 | $410K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.03% | New | 2,966 | $410K |
| Country Club Bank | 0.02% | Add +10.2% | 2,975 | $410K |
| Tiaa Trust, National Association | 0.00% | Add +12.9% | 2,945 | $407K |
| M&T Bank Corp | 0.00% | Add +44.4% | 2,931 | $405K |
| Ruggaard & Associates LLC | 0.15% | No change | 2,923 | $404K |
| Bulltick Wealth Management, LLC | 0.10% | Add +62.0% | 2,908 | $402K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +4.8% | 2,908 | $402K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $401K |
| DSG Capital Advisors, LLC | 0.06% | Reduce -16.2% | 2,894 | $400K |
| Keybank National Association | 0.00% | No change | 2,887 | $399K |
| Ascent Group, LLC | 0.01% | New | 2,873 | $397K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.6% | 2,870 | $397K |
| Sequent Asset Management, LLC | 0.19% | No change | 2,852 | $394K |
| Trivium Point Advisory, LLC | 0.04% | Add +5.4% | 2,850 | $394K |
| Hamilton Wealth, LLC | 0.08% | Add +32.7% | 2,830 | $391K |
| Advisory Research Inc. | 0.05% | New | 2,828 | $391K |
| Regal Investment Advisors LLC | 0.03% | Add +0.5% | 2,798 | $387K |
| Brand Asset Management Group, Inc. | 0.11% | Reduce -1.9% | 2,763 | $382K |
| Thrive Capital Management, LLC | 0.10% | Reduce -8.2% | 2,760 | $382K |
| LWM Advisors Inc. | 0.34% | No change | 2,753 | $381K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $377K |
| TKG Advisors, LLC | 0.16% | Reduce -3.9% | 2,721 | $376K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $376K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,697 | $373K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 2,694 | $372K |
| Fulton Bank, N.A. | 0.01% | No change | 2,686 | $371K |
| Hemington Wealth Management | 0.05% | No change | 2,670 | $369K |
| Blue Edge Capital, LLC | 0.05% | Reduce -10.3% | 2,650 | $366K |
| Cidel Asset Management Inc. | 0.02% | Add +19.4% | 2,645 | $366K |
| Balboa Wealth Partners | 0.06% | Add +2.3% | 2,620 | $362K |
| Orin Green Financial, LLC | 0.14% | No change | 2,550 | $353K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -1.1% | 2,519 | $351K |
| Saxon Interests, Inc. | 0.14% | New | 2,620 | $350K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.4% | 2,512 | $347K |
| Seven Post Investment Office LP | 0.12% | No change | 2,488 | $344K |
| Essex Bank | 0.08% | No change | 2,473 | $342K |
| Allworth Financial LP | 0.00% | Add +25.1% | 2,441 | $337K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $334K |
| Warburton Capital Management, LLC | 0.20% | No change | 2,399 | $333K |
| Friedenthal Financial | 0.17% | Reduce -2.7% | 2,402 | $332K |
| Lee Danner & Bass Inc. | 0.02% | Add +4.4% | 2,372 | $328K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,362 | $327K |
| Highlander Partners, L.P. | 0.11% | No change | 2,360 | $326K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,351 | $325K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,349 | $325K |
| Spreng Capital Management, Inc. | 0.13% | Add +7.1% | 2,348 | $325K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +12.6% | 2,345 | $324K |
| Capasso Planning Partners LLC | 0.20% | Reduce -70.4% | 2,313 | $320K |
| Weil Company, Inc. | 0.08% | No change | 2,298 | $318K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $317K |
| Kestra Investment Management, LLC | 0.01% | No change | 2,282 | $315K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,281 | $315K |
| Koshinski Asset Management, Inc. | 0.02% | Add +3.7% | 2,260 | $312K |
| Sapient Capital LLC | 0.00% | Reduce -5.3% | 2,268 | $312K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,257 | $312K |
| Wealthspire Advisors, LLC | 0.00% | No change | 2,257 | $312K |
| Atlas Legacy Advisors, LLC | 0.06% | Add +0.3% | 2,225 | $308K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $307K |
| PDS Planning, Inc | 0.02% | Reduce -0.7% | 2,206 | $305K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 2,165 | $299K |
| Greenup Street Wealth Management LLC | 0.05% | No change | 2,160 | $299K |
| Navellier & Associates Inc. | 0.03% | New | 2,149 | $297K |
| Nottingham Advisors, Inc. | 0.04% | No change | 2,149 | $297K |
| Fort Point Capital Partners LLC | 0.04% | New | 2,146 | $297K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 2,130 | $294K |
| Fulcrum Equity Management | 0.30% | New | 2,115 | $292K |
| Crewe Advisors LLC | 0.03% | No change | 2,111 | $292K |
| Traveka Wealth, LLC | 0.13% | No change | 2,096 | $290K |
| Cura Wealth Advisors, LLC | 0.11% | New | 2,090 | $289K |
| Windsor Advisory Group, LLC | 0.25% | No change | 2,083 | $288K |
| Inscription Capital, LLC | 0.03% | No change | 2,082 | $288K |
| Eagle Strategies LLC | 0.04% | Reduce -4.3% | 2,055 | $284K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.4% | 2,049 | $283K |
| Global Assets Advisory, LLC | 0.08% | New | 2,034 | $281K |
| Blue Chip Partners, LLC | 0.02% | No change | 2,025 | $280K |
| Rehmann Capital Advisory Group | 0.02% | No change | 2,013 | $278K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -10.0% | 2,009 | $278K |
| Elevatus Welath Management | 0.08% | No change | 2,006 | $277K |
| Gruss & Co., LLC | 0.72% | New | 2,000 | $276K |
| Community Bank, N.A. | 0.03% | No change | 2,000 | $276K |
| Port Capital LLC | 0.01% | No change | 2,000 | $276K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $274K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.7% | 1,963 | $271K |
| Frederick Financial Consultants, LLC | 0.15% | Add +9.1% | 1,962 | $271K |
| Ssa Swiss Advisors AG | 0.13% | Reduce -38.3% | 1,948 | $270K |
| Evernest Financial Advisors, LLC | 0.08% | New | 1,948 | $269K |
| Magnolia Private Wealth, LLC | 0.20% | New | 1,945 | $269K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +14.8% | 1,934 | $267K |
| Leuthold Group, LLC | 0.03% | Add +11.0% | 1,905 | $263K |
| Symmetry Partners, LLC | 0.03% | Reduce -20.7% | 1,854 | $256K |
| SVB Wealth LLC | 0.01% | Reduce -5.5% | 1,836 | $254K |
| GR Financial Group, LLC | 0.06% | Reduce -4.5% | 1,821 | $252K |
| Emory University | 0.16% | No change | 1,817 | $251K |
| Veridan Wealth LLC | 0.09% | — | 1,809 | $250K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $248K |
| GEN Financial Management, INC. | 0.21% | No change | 1,788 | $247K |
| Westmount Partners, LLC | 0.06% | No change | 1,770 | $246K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 1,775 | $245K |
| RPg Family Wealth Advisory, LLC | 0.05% | New | 1,765 | $244K |
| Schrum Private Wealth Management LLC | 0.18% | No change | 1,761 | $243K |
| GSG Advisors LLC | 0.06% | No change | 1,745 | $242K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,749 | $242K |
| Private Advisory Group LLC | 0.02% | No change | 1,747 | $242K |
| Rodgers & Associates, LTD | 0.02% | No change | 1,739 | $240K |
| Battery Global Advisors, LLC | 0.11% | No change | 1,733 | $240K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 1,716 | $237K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,700 | $235K |
| Allie Family Office LLC | 0.11% | No change | 1,699 | $235K |
| Bison Wealth, LLC | 0.02% | No change | 1,651 | $234K |
| Vista Capital Partners, Inc. | 0.02% | Reduce -7.5% | 1,678 | $232K |
| Oldfather Financial Services, LLC | 0.07% | No change | 1,677 | $232K |
| Magnolia Capital Management Ltd. | 0.18% | No change | 1,665 | $230K |
| Cyr Financial Inc. | 0.16% | Reduce -1.6% | 1,661 | $230K |
| Gibson Capital, LLC | 0.04% | No change | 1,645 | $227K |
| DORVAL Corp | 0.07% | Reduce -1.2% | 1,639 | $227K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $226K |
| CGN Advisors LLC | 0.02% | No change | 1,617 | $224K |
| Boston Family Office LLC | 0.01% | No change | 1,600 | $221K |
| FLC Capital Advisors | 0.04% | New | 1,586 | $219K |
| John W. Brooker & Co., CPAs | 0.44% | No change | 1,583 | $219K |
| Ascent Capital Management, LLC | 0.17% | No change | 1,577 | $218K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -12.9% | 1,567 | $217K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,563 | $216K |
| Advance Capital Management, Inc. | 0.01% | New | 1,554 | $215K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -22.5% | 1,550 | $214K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,546 | $214K |
| Silicon Valley Capital Partners | 0.02% | No change | 1,540 | $213K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 1,535 | $212K |
| Vident Advisory, LLC | 0.00% | Reduce -77.3% | 1,529 | $211K |
| TCP Asset Management, LLC | 0.04% | New | 1,525 | $211K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -9.1% | 1,524 | $211K |
| Investment Partners Asset Management, Inc. | 0.14% | New | 1,506 | $208K |
| Icon Advisers Inc. | 0.05% | No change | 1,500 | $207K |
| Advisors Capital Management, LLC | 0.00% | New | 1,495 | $207K |
| Kintra Wealth, LLC | 0.12% | New | 1,490 | $206K |
| Apella Capital, LLC | 0.00% | New | 1,479 | $204K |
| Cathy Pareto & Associates, Inc. | 0.15% | New | 1,477 | $204K |
| Visionary Wealth Advisors | 0.01% | Reduce -6.4% | 1,468 | $203K |
| GTS Securities LLC | 0.01% | Reduce -36.1% | 1,458 | $202K |
| Ignite Planners, LLC | 0.03% | New | 1,455 | $201K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,443 | $199K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $185K |
| Simplex Trading, LLC | 0.00% | New | 1,328 | $183K |
| Granite FO LLC | 0.10% | No change | 1,295 | $179K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 1,245 | $172K |
| LRI Investments, LLC | 0.01% | Reduce -59.0% | 1,221 | $169K |
| Manchester Capital Management LLC | 0.02% | No change | 1,170 | $162K |
| LGT Financial Advisors LLC | 0.34% | Reduce -0.1% | 1,148 | $159K |
| American Wealth Advisors, LLC | 0.15% | — | 1,130 | $156K |
| Solstein Capital, LLC | 0.07% | No change | 1,100 | $152K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 1,092 | $151K |
| Fairway Wealth LLC | 0.04% | New | 1,084 | $150K |
| JPL Wealth Management, LLC | 0.03% | New | 1,061 | $147K |
| Spire Wealth Management | 0.01% | No change | 1,053 | $146K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $144K |
| Smartleaf Asset Management LLC | 0.01% | Add +101.4% | 1,025 | $141K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,001 | $138K |
| Birchbrook, Inc. | 0.07% | No change | 979 | $135K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $133K |
| Boreal Capital Management LLC | 0.13% | No change | 947 | $131K |
| HighMark Wealth Management LLC | 0.05% | No change | 877 | $121K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -5.4% | 875 | $121K |
| AE Wealth Management LLC | 0.00% | Add +19.9% | 857 | $118K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $118K |
| FSA Wealth Management LLC | 0.04% | Reduce -8.0% | 851 | $118K |
| Sage Mountain Advisors LLC | 0.01% | New | 805 | $111K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 786 | $109K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1025.0% | 675 | $93K |
| MTM Investment Management, LLC | 0.03% | No change | 675 | $93K |
| Pandora Wealth, Inc. | 0.05% | Reduce -4.8% | 640 | $88K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $83K |
| IMA Advisory Services, Inc. | 0.01% | No change | 596 | $82K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $82K |
| Consultiva Wealth Management, Corp. | 0.22% | No change | 565 | $78K |
| Tortoise Investment Management, LLC | 0.01% | No change | 527 | $73K |
| TD Private Client Wealth LLC | 0.00% | No change | 504 | $70K |
| CNB Bank | 0.03% | No change | 500 | $69K |
| Rialto Wealth Management, LLC | 0.02% | No change | 500 | $69K |
| American National Bank & Trust | 0.01% | No change | 500 | $69K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 495 | $68K |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.0% | 469 | $65K |
| Centerpoint Advisors, LLC | 0.02% | No change | 460 | $64K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $64K |
| 10Elms LLP | 0.06% | No change | 432 | $60K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Reduce -97.0% | 430 | $59K |
| Costello Asset Management, INC | 0.02% | No change | 422 | $58K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 373 | $52K |
| Principal Securities, Inc. | 0.00% | No change | 353 | $49K |
| Pacifica Partners Inc. | 0.02% | No change | 339 | $47K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $47K |
| Rossby Financial, LCC | 0.02% | No change | 338 | $47K |
| HM Payson & Co. | 0.00% | No change | 325 | $45K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Reduce -5.5% | 328 | $44K |
| McIlrath & Eck, LLC | 0.00% | Add +16.4% | 312 | $43K |
| Westfuller Advisors, LLC | 0.02% | New | 288 | $40K |
| Morris Financial Concepts, Inc. | 0.01% | Add +0.4% | 271 | $37K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 260 | $36K |
| Sagard Holdings Management Inc. | 0.17% | No change | 250 | $35K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -63.5% | 244 | $34K |
| MRP Capital Investments, LLC | 0.03% | No change | 257 | $33K |
| Breakwater Investment Management | 0.01% | No change | 232 | $32K |
| DB Fitzpatrick & Co, Inc | 0.03% | No change | 230 | $32K |
| Westside Investment Management, Inc. | 0.00% | No change | 205 | $28K |
| Quent Capital, LLC | 0.00% | New | 180 | $25K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 171 | $24K |
| Main Street Group, LTD | 0.01% | No change | 170 | $24K |
| Winch Advisory Services, LLC | 0.01% | Reduce -6.6% | 169 | $23K |
| CX Institutional | 0.00% | No change | 165 | $23K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 165 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.7% | 130 | $18K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 116 | $16K |
| West Paces Advisors Inc. | 0.00% | No change | 111 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 107 | $15K |
| Dunhill Financial, LLC | 0.00% | Reduce -72.5% | 100 | $14K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $14K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $13K |
| Richardson Capital Management LLC | 0.01% | New | 88 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +49.1% | 88 | $12K |
| Operose Advisors LLC | 0.00% | No change | 87 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $11K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 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 |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -51.2% | 63 | $9K |
| First Horizon Corp. | 0.00% | — | 58 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | New | 55 | $8K |
| Gould Capital, LLC | 0.00% | Reduce -94.8% | 53 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -97.0% | 27 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $4K |
| Clear Investment Research, LLC | 0.00% | No change | 21 | $3K |
| American Capital Advisory, LLC | 0.00% | Reduce -90.5% | 20 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 14 | $2K |
| Paladin Advisory Group, LLC | 0.00% | No change | 6 | $867 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 4 | $553 |
| Root Financial Partners, LLC | 0.00% | New | 3 | $419 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $169 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $148 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $138 |
| 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.