iShares MSCI Acwi Ex US ETFACWXETF

13F holders, Q4 2025 (December 31)
608holders +58
60new positions
24sold out
4famous investors
$66.91avg. 13F price*

At the end of Q4 2025, 608 institutions reported holding iShares MSCI Acwi Ex US ETF (ACWX) in their 13F filings, up 58 from Q3 2025. 60 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($485.9M), Morgan Stanley ($358.3M) and BlackRock, Inc. ($298.3M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares MSCI Acwi Ex US ETF
CUSIP
464288240
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 439Q1 2024Q2 2024: 450Q2 2024Q3 2024: 459Q3 2024Q4 2024: 500Q4 2024Q1 2025: 498Q1 2025Q2 2025: 534Q2 2025Q3 2025: 550Q3 2025Q4 2025: 608Q4 2025Q1 2026: 708Q1 2026Q2 2026: 744Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions60$266.0M
Exits24$31.1M

All 13F filers, Q3 2025 → Q4 2025: 17,510,520 shares bought and 1,456,411 shares sold, net +16,054,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 608 holders

Bank of America Corp. 0.04% Add +28.4% 7,238,428 $485.9M
Morgan Stanley 0.02% Add +0.7% 5,336,686 $358.3M
BlackRock, Inc. 0.01% Add +3.2% 4,443,368 $298.3M
UBS Group AG 0.04% Add +3.0% 2,761,518 $185.4M
Jane Street Group, LLC 0.19% Add +2864.9% 2,400,049 $161.1M
Acadian Asset Management LLC 0.25% New 2,252,690 $151.2M
Ameriprise Financial Inc. 0.03% Add +4.9% 1,903,756 $127.8M
Envestnet Asset Management Inc. 0.03% Add +32.0% 1,701,550 $114.2M
Focus Partners Wealth 0.13% Add +7.2% 1,682,581 $113.0M
German American Bancorp, Inc. 9.22% Reduce -0.5% 1,612,103 $108.2M
Sageworth Trust Co 4.09% Reduce -0.3% 1,423,778 $95.6M
Goldman Sachs Group Inc. 0.01% Add +6.3% 1,319,204 $88.6M
CIBC Private Wealth Group LLC 0.15% Add +10101.6% 1,294,483 $86.9M
Winthrop Advisory Group LLC 6.40% Add +7.4% 1,125,212 $75.5M
Glenmede Trust Co. NA 0.34% — 1,077,223 $72.3M
MML Investors Services, LLC 0.17% Add +40.4% 1,048,816 $70.4M
Cliffwater LLC 14.78% No change 1,048,621 $70.4M
GM Advisory Group, LLC 2.68% Add +14.8% 1,018,255 $68.4M
Calamos Wealth Management LLC 2.30% Add +2.2% 980,397 $65.8M
Regions Financial Corp. 0.40% Reduce -7.3% 938,780 $63.0M
Cerity Partners LLC 0.09% Add +13.2% 938,202 $63.0M
Captrust Financial Advisors 0.11% Reduce -0.2% 890,871 $59.8M
JPMorgan Chase & Co. 0.00% Reduce -2.9% 854,250 $57.3M
Royal Bank of Canada 0.01% Add +132.9% 853,518 $57.3M
Jennison Associates LLC 0.03% Add +593.1% 837,174 $56.2M
Wells Fargo & Company 0.01% Add +31.1% 778,618 $52.3M
TLWM 9.54% Reduce -4.7% 776,716 $52.1M
Wesbanco Bank Inc. 1.40% Add +8.3% 754,463 $50.6M
Waverly Advisors, LLC 0.39% Add +5112.8% 722,543 $48.5M
Johnson Financial Group, Inc. 1.81% Reduce -1.4% 718,986 $48.3M
BNP Paribas Financial Markets 0.03% Add +289.0% 699,978 $47.0M
AMG National Trust Bank 1.10% Add +0.3% 696,149 $46.7M
US Bancorp \de 0.05% Reduce -4.2% 665,175 $44.7M
Select Equity Group, L.P. 0.19% New 600,269 $40.3M
Alliancebernstein L.P. 0.01% Reduce -1.2% 556,062 $37.3M
WHI TRUST Co LLC 27.33% — 528,165 $35.5M
Abundance Wealth Counselors 5.86% Add +1.4% 516,649 $34.7M
Federation des caisses Desjardins du Quebec 0.13% Add +16.4% 507,170 $34.0M
Resolute Advisors LLC 10.37% Reduce -0.5% 473,497 $31.8M
Kestra Advisory Services, LLC 0.13% Reduce -10.4% 467,705 $31.4M
Tompkins Financial Corp. 2.42% New 463,601 $31.1M
Franklin Resources Inc. 0.01% Add +6.0% 463,279 $31.1M
Clal Insurance Enterprises Holdings Ltd 0.20% Add +10.2% 457,880 $30.7M
LPL Financial LLC 0.01% Reduce -6.6% 444,048 $29.8M
Cetera Investment Advisers 0.03% Add +44.6% 444,047 $29.8M
Advus Financial Partners, LLC 7.15% Reduce -2.7% 439,452 $29.5M
Cadence Bank 1.72% Add +3.3% 437,986 $29.4M
Ensign Peak Advisors, Inc 0.05% Add +17.4% 436,044 $29.3M
Itau Unibanco Holding S.A. 0.71% Reduce -4.9% 433,100 $29.1M
Capital Investment Advisors, LLC 0.44% Reduce -0.6% 432,828 $29.1M
Blair William & Co. 0.08% Add +15.3% 430,861 $28.9M
Goelzer Investment Management, Inc. 1.32% Add +327.3% 425,029 $28.5M
Fsa Wealth Partners, Inc. 10.00% Add +70.3% 414,524 $27.8M
Bank of Montreal 0.01% Add +59.2% 397,769 $26.7M
Integrated Advisors Network LLC 1.13% Add +2745.7% 380,959 $25.6M
Merit Financial Group, LLC 0.20% Reduce -3.5% 368,276 $24.7M
Corient Private Wealth LP 0.03% Add +11.9% 359,722 $24.1M
Raymond James Financial Inc. 0.01% Reduce -4.3% 354,728 $23.8M
Sequoia Financial Advisors, LLC 0.13% Add +15.7% 337,299 $22.6M
Heritage Wealth Advisors 0.79% No change 308,971 $20.7M
Cornerstone Wealth Group, LLC 1.41% Reduce -1.7% 306,733 $20.6M
HighTower Advisors, LLC 0.02% Add +0.8% 303,539 $20.4M
O'shaughnessy Asset Management, LLC 0.11% Add +31.8% 293,985 $19.7M
Park Avenue Securities LLC 0.16% Add +40.6% 288,124 $19.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +15.4% 287,200 $19.3M
Comerica Bank 0.08% Add +6.4% 286,298 $19.2M
Harding Loevner LP 0.17% Add +1328.6% 283,184 $19.0M
Cwm, LLC 0.05% Add +5443.2% 279,099 $18.7M
Janney Montgomery Scott LLC 0.04% Add +1.0% 277,948 $18.7M
Premier Path Wealth Partners, LLC 2.35% Add +31.0% 270,551 $18.2M
Mariner, LLC 0.02% Add +0.7% 264,282 $17.7M
NewEdge Advisors, LLC 0.06% Add +0.8% 255,621 $17.2M
Dixon Mitchell Investment Counsel Inc. 0.56% Add +72.5% 254,500 $17.1M
Truist Financial Corp. 0.02% Reduce -1.3% 251,702 $16.9M
T. Rowe Price Associates Inc. 0.00% No change 247,240 $16.6M
Mill Creek Capital Advisors, LLC 0.34% Add +0.6% 246,494 $16.5M
Legacy Private Trust Co. 0.98% Reduce -0.4% 246,493 $16.5M
Osaic Holdings, Inc. 0.02% Reduce -4.6% 244,122 $16.4M
Thornburg Investment Management Inc. 0.20% Add +4.8% 240,341 $16.1M
Spire Wealth Management 0.51% Add +1.4% 227,430 $15.3M
Atwater Malick LLC 4.20% Add +23.3% 226,820 $15.2M
Gotham Asset Management 0.05% No change 215,241 $14.4M
Bailard, Inc. 0.32% Add +2.7% 212,394 $14.3M
Financial Council, LLC 5.65% Add +308.9% 210,729 $14.1M
Atlantic Union Bankshares Corp 0.26% Add +4.8% 207,656 $13.9M
FMR LLC 0.00% Add +1.5% 204,945 $13.8M
Callan Family Office, LLC 0.28% Add +320.7% 197,582 $13.3M
Madrona Financial Services, LLC 2.82% Add +0.7% 196,595 $13.2M
Brown Advisory Inc. 0.02% Add +42.9% 192,612 $12.9M
CMH Wealth Management LLC 2.75% Reduce -0.3% 191,129 $12.8M
Cullen Capital Management, LLC 0.14% Add +55.6% 186,200 $12.5M
Whittier Trust Co. 0.13% Add +3.4% 177,343 $12.3M
Lido Advisors, LLC 0.05% Add +4.8% 187,718 $12.2M
Pitcairn Wealth Advisors LLC 1.05% — 174,436 $11.7M
Rockefeller Capital Management L.P. 0.02% Add +19.6% 173,802 $11.7M
Stifel Financial Corp. 0.01% Add +20.3% 173,481 $11.6M
Cumberland Advisors Inc. 4.27% Reduce -1.7% 167,785 $11.3M
Trust Co 1.02% Add +0.8% 161,659 $10.9M
Creative Planning 0.01% Add +0.7% 152,404 $10.2M
Arcadia Wealth Management, LLC 3.71% Reduce -0.8% 148,556 $10.0M
ICONIQ Capital, LLC 0.15% Add +1.6% 146,489 $9.8M
Lazard Asset Management LLC 0.02% Add +140.9% 142,062 $9.5M
Osborne Partners Capital Management, LLC 0.48% Reduce -0.5% 138,020 $9.3M
Johnson Investment Counsel Inc. 0.08% Add +1.1% 137,489 $9.2M
Cassia Capital Partners, LLC 4.96% Reduce -2.3% 136,630 $9.2M
Nisa Investment Advisors, LLC 0.03% No change 135,300 $9.1M
Charter Oak Capital Management, LLC 0.69% Reduce -2.3% 135,051 $9.1M
Ieq Capital, LLC 0.03% Reduce -19.0% 131,295 $8.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +26.3% 130,996 $8.8M
Polen Capital Management LLC 0.04% Add +105.7% 126,761 $8.5M
GLOBALT Investments LLC / GA 0.31% No change 125,055 $8.4M
Sentinel Trust Co. Lba 0.82% Reduce -0.4% 124,001 $8.3M
Martin & Co. Inc. 1.41% Add +3.4% 122,332 $8.2M
Sand Hill Global Advisors, LLC 0.29% Add +4.2% 122,207 $8.2M
FFG Partners, LLC 2.38% New 122,025 $8.2M
Sandbox Financial Partners, LLC 2.19% Add +15.6% 117,865 $7.9M
Bank of New York Mellon Corp 0.00% Add +29.8% 114,769 $7.7M
Commonwealth Equity Services, LLC 0.01% Reduce -3.8% 113,956 $7.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +8.7% 111,538 $7.5M
Coldstream Capital Management Inc. 0.10% Add +0.0% 110,079 $7.4M
Apella Capital, LLC 0.14% Reduce -0.3% 107,656 $7.2M
Ssi Investment Management LLC 2.70% Add +2.3% 107,529 $7.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.4% 102,538 $7.1M
Midwestern Financial, LLC 5.65% Add +9.4% 101,748 $6.8M
Sage Financial Group Inc. 0.44% Add +5.6% 99,598 $6.7M
Blue Trust, Inc. 0.08% Reduce -3.1% 99,551 $6.7M
Lowe Brockenbrough & Co. Inc. 0.32% No change 98,306 $6.6M
Adams Wealth Management 1.34% Reduce -2.5% 93,254 $6.3M
CacheTech Inc. 1.16% Reduce -2.5% 93,254 $6.3M
Factory Mutual Insurance Co. 0.06% No change 90,000 $6.0M
Waterloo Capital, L.P. 0.43% Add +0.8% 88,506 $5.9M
Stage Harbor Financial, LLC 3.99% Reduce -0.1% 88,128 $5.9M
Arcus Capital Partners, LLC 2.12% Add +475.9% 87,812 $5.9M
Hancock Whitney Corp. 0.10% No change 85,971 $5.8M
Coppell Advisory Solutions LLC 0.56% Add +4.8% 84,273 $5.7M
Smith & Howard Wealth Management, LLC 1.30% Reduce -3.7% 84,613 $5.7M
Orion Porfolio Solutions, LLC 0.04% Add +12.5% 81,823 $5.5M
Atria Investments, Inc 0.06% Add +21.2% 81,011 $5.4M
Clearstead Advisors, LLC 0.07% Add +29.3% 78,540 $5.3M
Ballentine Partners, LLC 0.07% Add +0.1% 76,148 $5.1M
Steward Partners Investment Advisory, LLC 0.03% Add +2068.6% 75,813 $5.1M
Todd Asset Management LLC 0.10% Add +97.8% 74,889 $5.0M
Clarendon Private LLC 4.25% Add +50.9% 74,650 $5.0M
Laird Norton Wetherby Trust Company, LLC 0.10% New 74,172 $5.0M
Investment Research Partners LLC 2.13% Add +5.1% 73,805 $5.0M
Rathbones Group PLC 0.02% Add +17.0% 72,304 $4.9M
Signaturefd, LLC 0.07% No change 71,977 $4.8M
Ehrenkranz Partners L.P. 5.43% Add +0.5% 71,338 $4.8M
Hapanowicz & Associates Financial Services, Inc 1.87% Reduce -7.2% 71,273 $4.8M
C M Bidwell & Associates Ltd. 2.26% Add +1.5% 71,192 $4.8M
NewEdge Wealth, LLC 0.05% Add +180.3% 70,621 $4.7M
Advisory Services Network, LLC 0.07% Add +0.8% 70,145 $4.7M
Belpointe Asset Management LLC 0.17% Add +7.5% 69,878 $4.7M
Fiduciary Trust Co 0.05% Reduce -0.2% 69,504 $4.7M
Wellington Management Group LLP 0.00% Add +555.5% 67,959 $4.6M
Mission Wealth Management, LP 0.09% Add +0.1% 67,792 $4.6M
FourThought Financial Partners, LLC 0.38% Add +13.9% 67,493 $4.5M
St. Louis Trust Co 0.52% Reduce -0.0% 67,161 $4.5M
Whittier Trust Co. of Nevada Inc. 0.09% Add +2.8% 64,271 $4.4M
Citigroup Inc. 0.00% Reduce -0.9% 64,171 $4.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -18.8% 63,930 $4.3M
Sanctuary Advisors, LLC 0.02% Add +7.9% 62,376 $4.2M
Pathstone Holdings, LLC 0.02% Add +34.2% 61,712 $4.1M
M.D. Sass, LLC 0.32% No change 60,600 $4.1M
Quadrant Capital Group LLC 0.12% No change 60,051 $4.0M
Eastern Bank 0.07% Reduce -0.1% 59,732 $4.0M
Concurrent Investment Advisors, LLC 0.05% New 59,228 $4.0M
Arkadios Wealth Advisors 0.08% Add +3.4% 58,910 $4.0M
Clark Capital Management Group, Inc. 0.02% New 57,857 $3.9M
Sierra Capital LLC 0.40% Add +0.3% 56,374 $3.8M
VERITY Wealth Advisors 2.35% Add +0.4% 56,343 $3.8M
SVB Wealth LLC 0.22% Reduce -12.8% 56,019 $3.8M
Dentgroup LLC 2.55% Reduce -15.7% 55,409 $3.7M
Raffa Wealth Management, LLC 0.57% Reduce -1.1% 55,302 $3.7M
Certuity, LLC 0.23% Add +4.7% 54,638 $3.7M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.9% 54,490 $3.7M
Asempa Wealth Advisors 3.07% — 53,003 $3.6M
NTV Asset Management LLC 0.37% Reduce -0.2% 51,744 $3.5M
Park Edge Advisors, LLC 0.77% Reduce -7.8% 50,380 $3.4M
Aaron Wealth Advisors LLC 0.19% Reduce -1.0% 50,245 $3.4M
Sageworth Trust Co of South Dakota 2.68% No change 48,883 $3.3M
Brightwater Advisory LLC 2.20% Reduce -0.1% 48,593 $3.3M
Fluent Financial, LLC 1.22% New 47,532 $3.2M
Simon Quick Advisors, LLC 0.14% Add +9.8% 47,317 $3.2M
Red Tortoise LLC 1.36% Add +1.5% 47,050 $3.2M
Pinnacle Financial Partners, Inc. 0.02% — 46,861 $3.1M
Philip James Wealth Mangement, LLC 0.37% Reduce -1.1% 46,625 $3.1M
Oak Family Advisors, LLC 0.95% Reduce -3.6% 46,142 $3.1M
Jones Financial Companies LLLP 0.00% Add +10.9% 45,659 $3.1M
Parsons Capital Management Inc. 0.17% Add +7.6% 45,205 $3.0M
Rwa Wealth Partners, LLC 0.03% Add +0.1% 45,020 $3.0M
Central Pacific Bank - Trust Division 0.38% No change 44,785 $3.0M
Badgley Phelps Wealth Managers, LLC 0.05% Reduce -0.4% 44,407 $3.0M
Graves Light Lenhart Wealth, Inc. 0.31% Add +0.0% 44,169 $3.0M
Invested Advisors 3.06% Add +141.3% 44,065 $3.0M
Quantinno Capital Management LP 0.01% Add +1.9% 44,064 $3.0M
Connable Office Inc. 0.27% Add +9.1% 43,844 $2.9M
Baird Financial Group, Inc. 0.00% Add +1.6% 42,769 $2.9M
Haverford Trust Co 0.03% Add +0.1% 42,607 $2.9M
First National Trust Co 0.09% No change 42,206 $2.8M
Twin Peaks Wealth Advisors, LLC 0.81% Add +46.3% 38,234 $2.8M
State of Wyoming 0.30% Reduce -58.9% 41,373 $2.8M
Syntax Research, Inc. 1.70% Reduce -6.4% 40,976 $2.8M
Ramirez Asset Management, Inc. 0.36% Add +3449.7% 40,608 $2.7M
Prosperity Consulting Group, LLC 0.12% Add +12.1% 40,565 $2.7M
Strategic Wealth Partners, Ltd. 0.18% Add +0.7% 38,816 $2.6M
First National Bank of Omaha 0.08% Add +274.8% 38,598 $2.6M
City Holding Co. 0.32% Add +5.8% 38,675 $2.6M
Fortis Capital Advisors, LLC 0.38% Add +14.7% 38,090 $2.6M
Assetmark, Inc. 0.01% Add +24.9% 37,711 $2.5M
Orrstown Financial Services Inc. 0.42% Add +48.0% 37,695 $2.5M
JFS Wealth Advisors, LLC 0.14% Reduce -0.3% 37,337 $2.5M
Fund Evaluation Group, LLC 0.08% Reduce -0.1% 36,173 $2.4M
Calamos Advisors LLC 0.01% Add +3.5% 36,000 $2.4M
Presidio Capital Management, LLC 0.72% Add +10.5% 35,783 $2.4M
Mercer Global Advisors Inc. 0.00% Add +13.2% 35,416 $2.4M
Harbor Investment Advisory, LLC 0.18% Add +1.6% 35,207 $2.4M
Citadel Advisors 0.00% Reduce -82.5% 35,034 $2.4M
Epiq Partners, LLC 1.13% Add +138.2% 34,895 $2.3M
Astoria Strategic Wealth, Inc. 0.58% No change 34,142 $2.3M
Washington Capital Management, Inc. 1.87% Reduce -9.8% 34,139 $2.3M
BIP Wealth, LLC 0.08% Reduce -0.4% 33,889 $2.3M
RiverFront Investment Group, LLC 0.04% Reduce -6.0% 33,819 $2.3M
Nixon Peabody Trust Co. 0.17% Add +0.9% 33,190 $2.2M
Allen Investment Management, LLC 0.02% No change 32,989 $2.2M
First Citizens Bank & Trust Co. 0.05% Reduce -2.6% 32,810 $2.2M
Mayflower Financial Advisors, LLC 0.26% Reduce -1.8% 32,206 $2.2M
Oakworth Capital, Inc. 0.12% No change 31,852 $2.1M
Common Fund for Nonprofit Organizations 0.17% Reduce -19.4% 31,648 $2.1M
West Paces Advisors Inc. 0.40% Add +3.6% 31,099 $2.1M
Catalyst Financial Partners LLC 0.23% No change 31,000 $2.1M
Community Bank, N.A. 0.25% Reduce -2.2% 30,986 $2.1M
Bedel Financial Consulting, Inc. 0.21% Reduce -0.0% 29,083 $2.0M
Rhumbline Advisers 0.00% Reduce -80.3% 28,799 $1.9M
Private Advisor Group, LLC 0.01% Add +4.8% 28,766 $1.9M
Vestmark Advisory Solutions, Inc. 0.03% Add +455.1% 28,653 $1.9M
Equitable Holdings, Inc. 0.01% Add +5.9% 28,048 $1.9M
Hardy Reed LLC 0.13% No change 27,858 $1.9M
Chemung Canal Trust Co. 0.37% No change 27,650 $1.9M
Atlas Legacy Advisors, LLC 0.32% Add +13.4% 26,793 $1.8M
Cim, LLC 0.23% Add +2.1% 26,595 $1.8M
Global Retirement Partners, LLC 0.03% Reduce -3.0% 26,556 $1.8M
AQR Capital Management 0.00% Add +10.8% 26,514 $1.8M
Flputnam Investment Management Co. 0.03% Add +0.2% 26,431 $1.8M
Rovin Capital /Ut/ 0.45% Reduce -0.7% 25,372 $1.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.10% No change 25,000 $1.7M
Stock Yards Bank & Trust Co. 0.05% Add +9.4% 24,962 $1.7M
NorthCoast Asset Management LLC 0.04% Reduce -75.2% 24,861 $1.7M
Midland Wealth Advisors, LLC 0.09% No change 24,561 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -1.3% 24,285 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +0.3% 24,192 $1.6M
Shrier Wealth Management, LLC 0.65% — 24,131 $1.6M
Cassaday & Co Wealth Management LLC 0.03% No change 24,094 $1.6M
Leo Wealth, LLC 0.11% Add +5.6% 23,607 $1.6M
UMB Bank, n.a. 0.02% Add +58.7% 23,306 $1.6M
Atomic Invest LLC 0.86% — 22,790 $1.5M
Highland Capital Management, LLC 0.07% No change 22,226 $1.5M
Legacy Advisors, LLC 0.16% Add +404.3% 22,225 $1.5M
Axxcess Wealth Management, LLC 0.03% New 22,010 $1.5M
Topsail Wealth Management, LLC 0.22% No change 21,949 $1.5M
ORG Partners LLC 0.26% Add +56.5% 21,934 $1.5M
Consilio Wealth Advisors, LLC 0.43% Add +1.6% 21,906 $1.5M
Beacon Pointe Advisors, LLC 0.01% Reduce -6.8% 21,850 $1.5M
Oak Associates Ltd. 0.09% New 21,658 $1.5M
First Horizon Corp. 0.06% Reduce -4.8% 21,063 $1.4M
Moneta Group Investment Advisors LLC 0.01% Reduce -0.6% 21,057 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.7% 20,979 $1.4M
Stonebridge Capital Advisors LLC 0.10% No change 20,465 $1.4M
Diversify Wealth Management, LLC 0.06% Add +1.2% 19,778 $1.4M
Strategic Blueprint, LLC 0.08% Add +0.4% 20,214 $1.4M
Pennington Partners & Co., LLC 0.54% Reduce -2.5% 20,167 $1.4M
Gutierrez Wealth Advisory, LLC 0.85% Add +1.4% 20,140 $1.4M
Procyon Advisors, LLC 0.07% Add +15.4% 19,659 $1.3M
Renaissance Technologies 0.00% New 19,300 $1.3M
Stratos Wealth Partners, LTD. 0.01% Add +0.9% 18,990 $1.3M
SCS Capital Management LLC 0.01% Add +0.7% 18,983 $1.3M
Bessemer Group Inc. 0.00% Reduce -3.9% 18,905 $1.3M
Cresset Asset Management, LLC 0.01% Add +3.4% 18,021 $1.2M
Encompass Wealth Advisors, LLC 0.41% No change 18,012 $1.2M
Petredis Investment Advisors LLC 0.09% No change 18,000 $1.2M
Webster Bank, N. A. 0.11% No change 17,970 $1.2M
DKM Wealth Management, Inc. 0.90% Add +4.4% 17,943 $1.2M
Power Wealth Management LLC 0.40% Add +2.8% 16,924 $1.1M
Fortune Financial Group, Inc. 1.11% — 13,571 $1.1M
Empower Advisory Group, LLC 0.00% Add +98.3% 16,439 $1.1M
ARS Investment Partners, LLC 0.06% Add +9.2% 16,396 $1.1M
Valtrion Capital Management, LLC 1.09% Add +0.3% 16,256 $1.1M
Measured Wealth Private Client Group, LLC 0.29% Add +72.8% 16,206 $1.1M
Jordan Park Group LLC 0.06% No change 16,000 $1.1M
High Probability Advisors, LLC 0.14% No change 15,908 $1.1M
Choreo, LLC 0.01% No change 15,600 $1.1M
Advance Capital Management, Inc. 0.04% Add +0.1% 15,332 $1.0M
Yost Capital Management, LP 1.48% Reduce -24.8% 15,200 $1.0M
IMA Advisory Services, Inc. 0.10% Add +1.6% 15,143 $1.0M
Mirador Capital Partners LP 0.14% Add +3.0% 15,061 $1.0M
Marks Group Wealth Management, Inc 0.10% Add +8.6% 15,045 $1.0M
Bradley Foster & Sargent Inc. 0.01% New 15,000 $1.0M
Keel Point, LLC 0.06% New 14,689 $986K
Hopwood Nicholas Hunter 0.32% — 14,635 $982K
Natixis Advisors, LLC 0.00% New 14,511 $974K
Diversify Advisory Services, LLC 0.03% Add +62.5% 13,916 $973K
Pinnacle Associates Ltd. 0.01% Add +3.4% 14,445 $970K
&partners 0.00% Add +225.4% 13,924 $940K
Unconventional Investor, LLC 0.44% No change 13,940 $936K
Parallel Advisors, LLC 0.02% Add +4.7% 13,916 $934K
Barnes Dennig Private Wealth Management LLC 0.91% Add +30.4% 13,484 $905K
Nwam LLC 0.05% Add +8.8% 13,081 $900K
Ironwood Investment Counsel, LLC 0.13% No change 13,349 $896K
Quadrature Capital Ltd 0.01% New 13,224 $888K
Wealth Alliance, LLC 0.09% Add +3.8% 13,171 $884K
Oarsman Capital, Inc. 0.11% Add +47.7% 13,113 $880K
Farther Finance Advisors, LLC 0.01% Reduce -11.4% 12,967 $870K
Oldfather Financial Services, LLC 0.26% Add +1.0% 12,832 $861K
Wealthspire Advisors, LLC 0.01% Add +1.1% 12,784 $858K
Essential Investment Partners LLC 0.80% — 12,700 $853K
Heck Capital Advisors, LLC 0.06% Add +24.4% 12,625 $848K
Partners Capital Investment Group, LLP 0.03% Add +1.6% 12,594 $845K
Pictet North America Advisors SA 0.08% No change 12,450 $836K
First City Capital Management, Inc. 0.44% Add +35.9% 12,405 $833K
Euro Pacific Asset Management, LLC 0.09% Add +5.6% 12,338 $828K
Lakeshore Capital Group, Inc. 0.66% Add +2.6% 12,238 $822K
Sbe LLC Dba Cedar Cove Wealth Partners 0.43% — 12,190 $818K
Insigneo Advisory Services, LLC 0.06% Add +2.3% 12,082 $811K
Stonehaven Wealth & Tax Solutions, LLC 0.73% Reduce -14.7% 12,045 $809K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +4.2% 11,810 $793K
Evolve Private Wealth, LLC 0.05% — 11,646 $782K
ABLE Financial Group, LLC 0.16% No change 11,608 $779K
Northern Trust Corp. 0.00% Reduce -1.6% 11,466 $770K
Flagstar Securities, Inc. 0.26% Add +31.2% 11,450 $769K
Canopy Partners, LLC 0.25% No change 11,437 $768K
Kestra Private Wealth Services, LLC 0.01% Add +1.5% 11,386 $764K
Sigma Planning Corp 0.02% Reduce -1.6% 11,322 $760K
Aries Wealth Management 0.17% No change 11,302 $759K
Security National Bank 0.11% Add +31.9% 11,268 $756K
Savvy Advisors, Inc. 0.02% Reduce -18.8% 11,240 $755K
Midwest Trust Co 0.01% Reduce -0.2% 11,192 $751K
Fiducient Advisors LLC 0.09% Reduce -63.4% 11,181 $751K
TD Waterhouse Canada Inc. 0.00% Reduce -0.6% 11,149 $748K
Cahill Financial Advisors Inc. 0.08% Add +0.5% 10,999 $738K
Chesapeake Asset Management LLC 0.61% No change 10,935 $734K
Evoke Wealth, LLC 0.01% New 10,607 $712K
J.W. Cole Advisors, Inc. 0.02% Add +7.3% 10,552 $707K
Wealthcare Advisory Partners LLC 0.01% Add +126.9% 10,338 $694K
Colton Groome Financial Advisors, LLC 0.20% Add +14.7% 10,269 $689K
Elevation Wealth Management LLC 0.66% — 10,207 $685K
Palatine Hill Wealth Management, LLC 0.55% — 10,173 $683K
Focus Financial Network, Inc. 0.02% Add +14.8% 10,143 $681K
Next Capital Management LLC 0.21% No change 9,959 $669K
Madison Asset Management, LLC 0.01% New 9,887 $664K
Mairs & Power Inc. 0.01% Add +238.9% 9,750 $655K
McAdam, LLC 0.03% No change 9,686 $650K
Journey Strategic Wealth LLC 0.02% Add +109.4% 9,666 $649K
Williams & Novak, LLC 0.48% No change 9,565 $642K
Level Four Advisory Services, LLC 0.02% Add +0.7% 9,434 $633K
October Effect Ltd 0.70% Reduce -4.2% 9,403 $631K
WBH Advisory Inc. 0.05% Add +0.0% 9,360 $628K
Shelton Capital Management 0.01% New 9,330 $626K
Weil Company, Inc. 0.14% New 9,199 $618K
Philadelphia Trust Co. 0.04% No change 9,115 $612K
MAI Capital Management 0.00% Add +22.0% 9,095 $611K
Coastal Bridge Advisors, LLC 0.05% Add +9.9% 9,072 $609K
SageView Advisory Group, LLC 0.02% Add +1.6% 9,022 $606K
Indivisible Partners 0.07% — 8,978 $603K
Vident Advisory, LLC 0.01% No change 8,975 $603K
Cynosure Group, LLC 0.06% No change 8,794 $590K
New England Professional Planning Group Inc. 0.25% Add +0.8% 8,757 $588K
LongView Wealth Management 0.14% Add +5.2% 8,404 $587K
Joel Adams & Associates, Inc. 0.44% Reduce -0.9% 8,646 $580K
Gladwyn Financial Advisors, Inc. 0.40% No change 8,397 $564K
Meridian Wealth Management, LLC 0.02% Add +5.6% 8,346 $560K
Eagle Rock Investment Company, LLC 0.08% No change 8,300 $557K
Cahaba Wealth Management, Inc. 0.04% Add +1.6% 8,198 $550K
Valeo Financial Advisors, LLC 0.01% Add +47.9% 8,040 $540K
Commerce Bank 0.00% New 8,013 $538K
Dorsey & Whitney Trust CO LLC 0.03% No change 8,000 $537K
Phillips Financial Management, LLC 0.03% No change 7,951 $534K
Bragg Financial Advisors, Inc 0.02% No change 7,943 $533K
Loudon Investment Management, LLC 0.28% Add +2.3% 7,903 $531K
SlateStone Wealth, LLC 0.04% Add +0.3% 7,865 $528K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -4.6% 7,825 $525K
HB Wealth Management, LLC 0.00% Add +0.8% 7,808 $524K
Avestar Capital, LLC 0.04% Reduce -0.6% 7,738 $519K
Morangie Management LLC 0.41% No change 7,681 $516K
Members Trust Co 0.02% Reduce -0.4% 7,616 $511K
Main Management LLC 0.04% Add +11.0% 7,597 $510K
Principal Securities, Inc. 0.01% Reduce -0.1% 7,592 $510K
Freestone Capital Holdings, LLC 0.01% Add +1.1% 7,531 $506K
Elgethun Capital Management 0.09% No change 7,500 $503K
CNB Bank 0.20% No change 7,392 $496K
PNC Financial Services Group, Inc. 0.00% Reduce -3.4% 7,376 $495K
Requisite Capital Management, LLC 0.09% No change 7,322 $492K
Michels Family Financial, LLC 0.36% Add +1.1% 7,278 $489K
Sowell Financial Services LLC 0.02% Add +23.4% 7,111 $477K
High Falls Advisors, Inc 0.10% Reduce -0.7% 7,101 $477K
Nottingham Advisors, Inc. 0.07% No change 7,100 $477K
Woodmont Investment Counsel LLC 0.03% No change 7,100 $477K
StoneX Group Inc. 0.02% Add +46.4% 7,085 $476K
Crescent Grove Advisors, LLC 0.05% Add +1.4% 7,057 $474K
Maple Capital Management, Inc. 0.03% Reduce -21.6% 7,038 $472K
Wrapmanager Inc. 0.16% New 7,021 $471K
Regimen Wealth, LLC 0.14% Add +1.6% 7,012 $471K
O'Connor Financial Group LLC 0.19% Reduce -3.1% 6,660 $470K
Silvia McColl Wealth Management, LLC 0.31% No change 7,000 $470K
Harbor Advisory Corp. 0.14% Add +1.8% 7,000 $470K
Valmark Advisers, Inc. 0.01% Add +1.0% 6,876 $462K
Silvercrest Asset Management Group LLC 0.00% New 6,719 $451K
Proathlete Wealth Management LLC 0.12% No change 6,712 $451K
Perigon Wealth Management, LLC 0.01% Add +56.8% 6,701 $450K
Zacks Investment Management 0.00% New 6,631 $445K
Keybank National Association 0.00% No change 6,585 $442K
Dimension Capital Management LLC 0.06% No change 6,578 $442K
Naples Global Advisors, LLC 0.03% No change 6,570 $441K
Seascape Capital Management 0.13% No change 6,569 $441K
United Capital Financial Advisors, LLC 0.00% Add +70.9% 6,553 $440K
Alpha Financial Partners LLC 0.27% Reduce -2.7% 6,537 $439K
Headlands Technologies LLC 0.04% New 6,441 $432K
CPC Advisors, LLC 0.04% New 6,432 $432K
West Branch Capital LLC 0.11% Reduce -2.6% 6,415 $431K
Operose Advisors LLC 0.10% Add +1.2% 6,358 $427K
National Philanthropic Trust 0.00% New 6,331 $425K
Plan A Wealth LLC 0.21% New 6,302 $423K
Eagle Strategies LLC 0.05% Add +2.9% 6,218 $417K
Nordwand Advisors, LLC 0.07% No change 6,160 $414K
Gables Capital Management Inc. 0.17% No change 6,100 $409K
Magnus Financial Group LLC 0.03% Add +20.0% 6,059 $407K
GenTrust, LLC 0.02% No change 6,000 $403K
Visionary Wealth Advisors 0.02% Add +47.6% 5,952 $400K
Karpus Management, Inc. 0.01% Reduce -0.1% 5,935 $398K
First Business Financial Services, Inc. 0.04% No change 5,905 $396K
Bedell Frazier Investment Counselling, LLC 0.07% Add +29.0% 5,753 $386K
Saxon Interests, Inc. 0.14% No change 5,750 $386K
Forum Financial Management, LP 0.01% No change 5,724 $384K
Well Done, LLC 0.06% Reduce -0.1% 5,712 $383K
Madison Wealth Partners, Inc 0.07% No change 5,670 $381K
Landaas & Co. /Wi 0.08% New 5,660 $380K
Private Trust Co. NA 0.03% No change 5,533 $371K
Soltis Investment Advisors LLC 0.02% No change 5,483 $368K
Guardsman Private Capital Management, Inc. 0.29% — 5,350 $359K
Camelot Technology Advisors, Inc. 0.27% Add +1.1% 5,269 $354K
IFP Advisors, Inc 0.01% Reduce -2.5% 5,263 $353K
OpenArc Corporate Advisory, LLC 0.01% — 5,217 $350K
Colter Lewis Investment Partners LLC 0.40% — 5,200 $349K
Fifth Third Securities, Inc. 0.02% Add +67.3% 5,185 $348K
PFG Advisors 0.02% Add +25.9% 5,168 $347K
Opal Wealth Advisors, LLC 0.09% New 5,128 $344K
Dynamic Advisor Solutions LLC 0.01% No change 5,120 $344K
M&T Bank Corp 0.00% No change 5,050 $339K
Jaffetilchin Investment Partners, LLC 0.02% Add +4.1% 5,041 $338K
Waldron Private Wealth LLC 0.01% Reduce -7.4% 4,970 $334K
Claro Advisors Inc. 0.05% Add +0.2% 4,968 $333K
Acorn Wealth Advisors, LLC 0.10% Reduce -0.7% 4,860 $326K
Tortoise Investment Management, LLC 0.03% Reduce -7.2% 4,845 $325K
Frank, Rimerman Advisors LLC 0.02% No change 4,829 $324K
U.S. Capital Wealth Advisors, LLC 0.01% No change 4,810 $323K
BBR Partners, LLC 0.02% Reduce -1.3% 4,793 $322K
Guidance Point Advisors, LLC 0.08% Add +1.5% 4,744 $319K
TPG Advisors LLC 0.19% No change 4,630 $311K
Old National Bancorp 0.01% No change 4,600 $309K
Integrated Wealth Concepts LLC 0.00% Reduce -56.7% 4,556 $306K
Dorsey Wright & Associates 0.07% Add +36.4% 4,550 $305K
Florida Financial Advisors, LLC 0.08% New 4,536 $304K
Silverlake Wealth Management LLC 0.07% Reduce -1.7% 4,488 $301K
Mutual Advisors, LLC 0.01% Add +17.7% 4,442 $298K
Kaizen Financial Strategies 0.13% No change 4,420 $297K
TD Private Client Wealth LLC 0.01% No change 4,418 $297K
Sax Wealth Advisors, LLC 0.01% Add +2.3% 4,415 $296K
Align Financial, LLC 0.17% — 296,245 $296K
Rehmann Capital Advisory Group 0.02% No change 4,400 $295K
JT Stratford LLC 0.04% Add +18.5% 4,397 $295K
Signature Estate & Investment Advisors LLC 0.01% New 4,384 $294K
Financially in Tune, LLC 0.27% — 4,358 $293K
Essex Financial Services, Inc. 0.02% Add +0.3% 4,348 $292K
Larson Financial Group LLC 0.01% Add +1.7% 4,343 $292K
XTX Topco Ltd 0.01% New 4,323 $290K
Aviance Capital Partners, LLC 0.03% Add +1.6% 4,263 $286K
Kelsey Financial, LLC 0.24% — 4,183 $281K
Franklin, Parlapiano, Turner & Welch, LLC 0.07% No change 3,930 $275K
Donor Advised Charitable Giving, Inc. 0.01% Reduce -15.9% 4,032 $271K
Chicago Partners Investment Group LLC 0.01% No change 3,747 $264K
HM Payson & Co. 0.00% No change 3,920 $263K
Ashton Thomas Private Wealth, LLC 0.01% Add +7.7% 3,821 $257K
Archer Investment Management, LLC 0.14% Add +4.5% 3,801 $255K
Opulen Financial Group LLC 0.18% Add +1.6% 3,773 $253K
J.Safra Asset Management Corp 0.01% New 3,735 $251K
Bensler, LLC 0.03% Reduce -21.2% 3,730 $250K
Kathmere Capital Management, LLC 0.02% Reduce -25.9% 3,706 $249K
First Financial Bank - Trust Division 0.02% No change 3,654 $245K
Councilmark Asset Management, LLC 0.14% No change 3,650 $245K
Snowden Capital Advisors LLC 0.01% New 3,600 $242K
Riverwater Partners LLC 0.09% No change 3,596 $241K
Laurel Oak Wealth Management, LLC 0.04% — 3,552 $238K
Sterling Investment Counsel, LLC 0.07% No change 3,533 $237K
Peapack Gladstone Financial Corp. 0.00% No change 3,500 $235K
Vista Finance, LLC 0.16% New 3,500 $235K
Interactive Financial Advisors, Inc. 0.15% Reduce -47.8% 3,447 $231K
Fogel Capital Management, Inc. 0.11% Reduce -3.0% 3,430 $230K
Berman McAleer LLC 0.03% No change 3,410 $229K
OneDigital Investment Advisors LLC 0.00% Reduce -5.5% 3,355 $225K
Citizens Financial Group Inc. 0.00% No change 3,351 $225K
Norris Perne & French LLP 0.01% New 3,310 $222K
Breakwater Capital Group 0.03% Reduce -10.7% 3,306 $222K
EP Wealth Advisors, LLC 0.00% — 3,306 $222K
WealthShield Partners, LLC 0.02% No change 3,255 $219K
BridgePort Financial Solutions, LLC 0.06% New 3,207 $215K
Vanguard Personalized Indexing Management, LLC 0.00% No change 3,199 $215K
Focus Partners Advisor Solutions, LLC 0.00% New 3,195 $214K
Facet Wealth, Inc. 0.00% New 2,953 $212K
Twin Focus Capital Partners, LLC 0.02% New 3,084 $207K
Total Clarity Wealth Management, Inc. 0.05% New 3,041 $204K
Cozad Asset Management Inc. 0.02% New 3,040 $204K
Teachers Retirement System of the State of Kentucky 0.00% Add +84.0% 3,025 $203K
South Shore Capital Advisors 0.15% — 3,017 $203K
Northeast Planning Associates, Inc. / NH / 0.14% New 3,012 $202K
Managed Asset Portfolios, LLC 0.02% New 3,000 $201K
AlphaCore Capital LLC 0.00% Add +3.6% 2,740 $184K
Morton Brown Family Wealth, LLC 0.05% No change 2,698 $181K
MCF Advisors LLC 0.01% No change 2,605 $175K
Allianz SE 0.00% No change 2,477 $166K
Cornerstone Planning Group LLC 0.02% Reduce -14.3% 2,182 $157K
Hazlett, Burt & Watson, Inc. 0.05% Add +0.8% 2,264 $153K
GAMMA Investing LLC 0.01% Add +11.1% 2,070 $139K
CoreCap Advisors, LLC 0.00% Add +0.8% 2,063 $138K
Arax Advisory Partners 0.00% New 1,962 $132K
National Bank of Canada 0.00% Add +8.1% 1,904 $128K
Independence Bank of Kentucky 0.02% No change 1,876 $126K
Howe & Rusling Inc. 0.01% Add +490.8% 1,861 $125K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,861 $125K
Activest Wealth Management 0.02% Add +1.6% 1,803 $121K
Signature Equity Partners, LLC 0.06% — 1,537 $103K
Smartleaf Asset Management LLC 0.00% Reduce -37.3% 1,432 $97K
Allianz Asset Management GmbH 0.00% No change 1,400 $94K
Brown Brothers Harriman & Co. 0.00% No change 1,397 $94K
Angeles Wealth Management, LLC 0.01% New 1,380 $93K
Acumen Wealth Advisors, LLC 0.03% — 1,292 $87K
Cullen/Frost Bankers, Inc. 0.00% No change 1,250 $84K
Single Point Partners, LLC 0.02% New 10,825 $84K
Horizon Investments, LLC 0.00% Add +474.9% 1,236 $83K
Founders Financial Alliance, LLC 0.01% Add +1.5% 1,185 $80K
Hantz Financial Services, Inc. 0.00% Add +12.4% 1,172 $79K
Breakwater Investment Management 0.03% No change 1,155 $78K
Cordgrass Capital Advisors, LLC 0.02% No change 1,000 $67K
CX Institutional 0.00% Add +1.6% 950 $64K
Clearstead Trust, LLC 0.01% No change 935 $63K
10Elms LLP 0.07% No change 933 $63K
Montag A & Associates Inc. 0.00% No change 859 $58K
Archer Investment Corp 0.01% Add +77.8% 800 $54K
LRI Investments, LLC 0.00% New 762 $51K
Flagship Harbor Advisors, LLC 0.00% New 713 $48K
Capital Advisors, Ltd. LLC 0.01% No change 697 $47K
Strategic Advocates LLC 0.01% Add +93.6% 697 $47K
Wellington-Altus USA Inc. 0.03% — 616 $41K
Comprehensive Financial Planning, Inc. 0.03% No change 581 $39K
Golden State Wealth Management, LLC 0.00% No change 536 $36K
Copia Wealth Management 0.03% No change 530 $36K
Caitlin John, LLC 0.02% No change 500 $34K
Rossmore Private Capital 0.00% No change 500 $34K
LFA - Lugano Financial Advisors SA 0.02% No change 499 $33K
Grove Bank & Trust 0.00% No change 485 $33K
Mascoma Wealth Management LLC 0.01% No change 465 $31K
AE Wealth Management LLC 0.00% Add +30.4% 463 $31K
International Assets Investment Management, LLC 0.00% New 439 $29K
Simplex Trading, LLC 0.00% New 420 $28K
Noble Wealth Management PBC 0.01% No change 386 $26K
FAS Wealth Partners, Inc. 0.00% Add +50.9% 350 $23K
Laurel Wealth Advisors LLC 0.00% New 340 $23K
Motco 0.00% Reduce -18.6% 310 $21K
Oxford Financial Group, LTD. LLC 0.00% No change 286 $19K
Godfrey Financial Associates, Inc. 0.01% — 258 $17K
TFC Financial Management, Inc. 0.00% No change 250 $17K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 246 $17K
Financial Perspectives, Inc 0.00% New 226 $15K
Root Financial Partners, LLC 0.00% New 225 $15K
Centennial Bank 0.01% Add +10.0% 209 $14K
McGuire Capital Advisors Inc. 0.01% — 197 $13K
Geneos Wealth Management Inc. 0.00% Add +148.7% 194 $13K
Cranbrook Wealth Management, LLC 0.00% No change 182 $12K
Cornerstone Financial Management LLC 0.01% — 157 $11K
Lanark Financial, Inc. 0.00% No change 157 $11K
Ancora Advisors LLC 0.00% No change 156 $10K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $10K
Arcadia Investment Advisors LLC 0.00% No change 145 $10K
BOK Financial Private Wealth, Inc. 0.00% No change 144 $10K
Biltmore Family Office, LLC 0.00% New 130 $9K
Front Row Advisors LLC 0.00% No change 129 $9K
EPG Wealth Management LLC 0.00% No change 117 $8K
Bogart Wealth, LLC 0.00% No change 94 $6K
Creative Financial Designs Inc. 0.00% No change 90 $6K
CKW Financial Group 0.00% No change 90 $6K
Sunbelt Securities, Inc. 0.00% Add +1.3% 77 $5K
Asset Dedication, LLC 0.00% No change 77 $5K
Allworth Financial LP 0.00% No change 73 $5K
Qube Research & Technologies Ltd 0.00% Reduce -84.5% 72 $5K
Smithfield Trust Co 0.00% No change 61 $4K
Concord Wealth Partners 0.00% No change 53 $4K
Keating Financial Advisory Services, Inc. 0.00% — 50 $3K
Motiv8 Investments LLC 0.00% New 44 $3K
Hanson & Doremus Investment Management 0.00% New 42 $3K
N.E.W. Advisory Services LLC 0.00% No change 40 $3K
SHP Wealth Management 0.00% — 32 $2K
Bfsg, LLC 0.00% No change 32 $2K
NFSG Corp 0.00% No change 27 $2K
Pflug Koory, LLC 0.00% No change 25 $2K
Signature Resources Capital Management, LLC 0.00% New 25 $2K
Exchange Traded Concepts, LLC 0.00% Reduce -46.5% 23 $2K
Fortis Group Advisors, LLC 0.00% New 20 $1K
Harbour Investments, Inc. 0.00% Reduce -81.5% 15 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -9.1% 10 $671
Fortitude Family Office, LLC 0.00% No change 1 $67

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