iShares MSCI Acwi Ex US ETFACWXETF
13F holders, Q2 2026 (June 30)744holders +36
80new positions
35sold out
3famous investors
$76.05avg. 13F price*
At the end of Q2 2026, 744 institutions reported holding iShares MSCI Acwi Ex US ETF (ACWX) in their 13F filings, up 36 from Q1 2026. 80 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($525.9M), Morgan Stanley ($514.7M) and Ferguson Wellman Capital Management, Inc. ($418.3M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Acwi Ex US ETF
- CUSIP
- 464288240
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $212.9M |
| Exits | 35 | $80.8M |
All 13F filers, Q1 2026 → Q2 2026: 13,544,333 shares bought and 6,701,591 shares sold, net +6,842,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 744 holders
| Bank of America Corp. | 0.03% | Reduce -3.5% | 6,909,754 | $525.9M |
| Morgan Stanley | 0.03% | Add +10.5% | 6,762,295 | $514.7M |
| Ferguson Wellman Capital Management, Inc. | 5.11% | Reduce -0.1% | 5,496,301 | $418.3M |
| BlackRock, Inc. | 0.01% | Add +1.1% | 4,661,274 | $354.8M |
| UBS Group AG | 0.04% | Reduce -1.3% | 3,525,825 | $268.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +21.8% | 2,621,489 | $199.5M |
| JPMorgan Chase & Co. | 0.01% | Add +22.6% | 2,602,699 | $196.5M |
| Koss-Olinger Consulting, LLC | 12.94% | Add +84.8% | 2,207,262 | $168.0M |
| Ameriprise Financial Inc. | 0.03% | Add +26.1% | 2,055,783 | $156.4M |
| Focus Partners Wealth | 0.15% | Add +5.2% | 1,895,268 | $144.2M |
| German American Bancorp, Inc. | 10.16% | Add +5.9% | 1,776,727 | $135.2M |
| Cerity Partners LLC | 0.15% | Add +9.0% | 1,658,498 | $126.2M |
| LPL Financial LLC | 0.03% | Add +58.2% | 1,593,393 | $121.3M |
| Jane Street Group, LLC | 0.07% | New | 1,474,488 | $112.2M |
| Winthrop Advisory Group LLC | 7.09% | Add +8.8% | 1,382,668 | $105.2M |
| Sageworth Trust Co | 4.13% | Reduce -2.4% | 1,378,607 | $104.9M |
| Sand Hill Global Advisors, LLC | 2.96% | Add +0.1% | 1,291,719 | $98.3M |
| Wealthspire Advisors, LLC | 0.49% | Add +9131.5% | 1,180,155 | $89.8M |
| Glenmede Trust Co. NA | 0.37% | Add +0.5% | 1,089,303 | $82.9M |
| Wells Fargo & Company | 0.01% | Add +10.1% | 1,058,551 | $80.6M |
| Calamos Wealth Management LLC | 2.42% | Add +0.5% | 1,038,642 | $79.1M |
| Abundance Wealth Counselors | 5.11% | Add +101.8% | 1,033,676 | $78.7M |
| Regions Financial Corp. | 0.46% | Add +7.3% | 1,002,144 | $76.3M |
| Tompkins Financial Corp. | 5.24% | Add +31.2% | 982,891 | $74.8M |
| TLWM | 11.66% | Add +0.2% | 942,276 | $71.7M |
| Captrust Financial Advisors | 0.11% | Add +6.9% | 915,931 | $69.7M |
| Wesbanco Bank Inc. | 1.57% | Reduce -0.3% | 829,770 | $63.2M |
| Waverly Advisors, LLC | 0.32% | Add +0.5% | 734,273 | $55.9M |
| Federation des caisses Desjardins du Quebec | 0.17% | Add +6.3% | 711,356 | $54.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.9% | 685,833 | $52.2M |
| AMG National Trust Bank | 1.07% | Reduce -2.3% | 680,618 | $51.8M |
| Johnson Financial Group, Inc. | 1.69% | Reduce -2.7% | 675,748 | $51.4M |
| Cetera Investment Advisers | 0.05% | Add +17.6% | 661,607 | $50.4M |
| US Bancorp \de | 0.05% | Reduce -2.5% | 613,805 | $46.7M |
| Park Avenue Securities LLC | 0.28% | Add +9.1% | 584,590 | $44.5M |
| Physician Wealth Advisors, Inc. | 5.26% | Add +17.6% | 578,518 | $44.0M |
| WHI TRUST Co LLC | 27.14% | Add +0.3% | 551,632 | $42.0M |
| Franklin Resources Inc. | 0.01% | Add +12.3% | 530,928 | $40.4M |
| Raymond James Financial Inc. | 0.01% | Add +15.5% | 527,232 | $40.1M |
| Royal Bank of Canada | 0.01% | Add +42.1% | 520,297 | $39.6M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +7.0% | 487,433 | $37.1M |
| Itau Unibanco Holding S.A. | 0.73% | Add +2.6% | 486,100 | $37.0M |
| Osaic Holdings, Inc. | 0.04% | Add +10.7% | 474,488 | $36.1M |
| Blair William & Co. | 0.09% | Reduce -10.7% | 471,227 | $35.9M |
| Premier Path Wealth Partners, LLC | 4.05% | Add +5.2% | 462,777 | $35.2M |
| Integrated Advisors Network LLC | 1.61% | Add +1.2% | 461,427 | $35.1M |
| MML Investors Services, LLC | 0.07% | Reduce -53.7% | 461,045 | $35.1M |
| Resolute Advisors LLC | 8.38% | Reduce -3.0% | 459,272 | $35.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.16% | Add +11.0% | 455,763 | $34.7M |
| Alliancebernstein L.P. | 0.01% | Add +2.6% | 484,021 | $33.1M |
| Bank of Montreal | 0.01% | Add +0.0% | 432,859 | $32.9M |
| Capital Investment Advisors, LLC | 0.43% | Reduce -0.7% | 425,907 | $32.4M |
| Huntington National Bank | 0.21% | Reduce -2.5% | 425,617 | $32.4M |
| Corient Private Wealth LP | 0.04% | Add +4.5% | 414,366 | $31.5M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -8.0% | 401,044 | $30.5M |
| Advus Financial Partners, LLC | 6.79% | Reduce -1.4% | 393,241 | $29.9M |
| Financial Council, LLC | 9.69% | Add +1.3% | 392,461 | $29.9M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -11.5% | 388,452 | $29.6M |
| Sequoia Financial Advisors, LLC | 0.15% | Add +10.7% | 383,334 | $29.2M |
| Brown Advisory Inc. | 0.04% | Add +8.0% | 375,076 | $28.5M |
| Pathstone Holdings, LLC | 0.07% | Add +284.1% | 335,085 | $25.5M |
| HighTower Advisors, LLC | 0.02% | Add +3.5% | 327,576 | $24.9M |
| Heritage Wealth Advisors | 0.81% | No change | 308,971 | $23.5M |
| Merit Financial Group, LLC | 0.14% | Reduce -4.9% | 301,412 | $22.9M |
| Cornerstone Wealth Group, LLC | 1.35% | Reduce -1.2% | 298,550 | $22.7M |
| Jennison Associates LLC | 0.01% | Reduce -46.1% | 296,085 | $22.5M |
| Madrona Financial Services, LLC | 4.13% | Add +4.5% | 294,338 | $22.4M |
| Wellington Management Group LLP | 0.00% | Add +148.3% | 293,334 | $22.3M |
| Gotham Asset Management | 0.05% | Add +8.9% | 291,901 | $22.2M |
| Fifth Third Bancorp | 0.04% | Reduce -5.7% | 288,379 | $21.9M |
| Clearstead Advisors, LLC | 0.21% | Add +45.5% | 285,463 | $21.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.8% | 284,351 | $21.6M |
| Atwater Malick LLC | 4.71% | Add +7.5% | 284,196 | $21.6M |
| Horst & Graben Wealth Management LLC | 2.84% | Add +25.5% | 287,888 | $21.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -61.3% | 270,792 | $20.6M |
| Mariner, LLC | 0.02% | Add +2.4% | 263,933 | $20.1M |
| NewEdge Advisors, LLC | 0.06% | Add +4.5% | 262,509 | $20.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.9% | 253,532 | $19.3M |
| Lazard Asset Management LLC | 0.03% | Add +930.4% | 252,788 | $19.2M |
| Legacy Private Trust Co. | 0.96% | Reduce -2.1% | 226,336 | $17.2M |
| One Wealth Advisors, LLC | 1.87% | Add +21.9% | 222,260 | $16.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 222,202 | $16.9M |
| Whittier Trust Co. | 0.16% | Reduce -0.1% | 214,683 | $16.4M |
| Arcadia Wealth Management, LLC | 5.12% | Add +17.8% | 214,141 | $16.3M |
| Spire Wealth Management | 0.49% | Reduce -3.1% | 212,797 | $16.2M |
| Bailard, Inc. | 0.32% | Add +1.2% | 208,194 | $15.8M |
| Granite Bay Wealth Management, LLC | 1.46% | New | 208,191 | $15.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +453.9% | 206,468 | $15.7M |
| Fsa Wealth Partners, Inc. | 3.91% | Add +3.9% | 205,056 | $15.6M |
| FMR LLC | 0.00% | Reduce -8.2% | 200,738 | $15.3M |
| CMH Wealth Management LLC | 2.32% | Add +3.1% | 200,223 | $15.2M |
| Assetmark, Inc. | 0.03% | Add +42.4% | 199,778 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +33.8% | 198,583 | $15.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +89.8% | 198,150 | $15.1M |
| Ieq Capital, LLC | 0.07% | Add +6.7% | 195,596 | $14.9M |
| Truist Financial Corp. | 0.02% | Add +3.7% | 194,071 | $14.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.8% | 192,228 | $14.6M |
| FFG Partners, LLC | 4.03% | Add +0.7% | 184,025 | $14.0M |
| Kintra Wealth, LLC | 0.72% | Add +2015.8% | 176,942 | $13.8M |
| Pitcairn Wealth Advisors LLC | 1.50% | Add +3.1% | 179,937 | $13.7M |
| CFS Investment Advisory Services, LLC | 0.91% | Add +19.8% | 181,150 | $13.6M |
| St. Louis Trust Co | 1.49% | Reduce -0.1% | 66,221 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 166,228 | $12.7M |
| Cumberland Advisors Inc. | 4.43% | Reduce -0.4% | 165,185 | $12.6M |
| Creative Planning | 0.01% | Reduce -2.6% | 164,531 | $12.5M |
| Cassia Capital Partners, LLC | 6.06% | Reduce -1.4% | 164,223 | $12.5M |
| Thornburg Investment Management Inc. | 0.12% | Reduce -38.0% | 163,166 | $12.4M |
| Lido Advisors, LLC | 0.04% | Reduce -14.4% | 162,410 | $12.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -0.5% | 161,245 | $12.3M |
| Trust Co | 1.09% | Reduce -2.6% | 159,412 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +14.5% | 157,333 | $11.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -65.8% | 145,651 | $11.1M |
| Mayflower Financial Advisors, LLC | 0.94% | Add +22.2% | 143,228 | $10.9M |
| ICONIQ Capital, LLC | 0.31% | Reduce -4.4% | 139,999 | $10.7M |
| Citigroup Inc. | 0.00% | Add +23.9% | 139,345 | $10.6M |
| Hopwood Financial Services, Inc. | 6.12% | Add +12.5% | 138,864 | $10.6M |
| Osborne Partners Capital Management, LLC | 0.58% | No change | 136,270 | $10.4M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 135,300 | $10.3M |
| First National Bank of Omaha | 0.29% | Add +80.4% | 135,628 | $10.2M |
| Todd Asset Management LLC | 0.18% | Add +51.1% | 133,091 | $10.1M |
| Arcus Capital Partners, LLC | 4.15% | Add +53.0% | 131,881 | $10.0M |
| Atria Investments, Inc | 0.10% | Add +80.4% | 130,936 | $10.0M |
| AE Wealth Management LLC | 0.05% | Add +19.3% | 129,848 | $9.9M |
| Midwestern Financial, LLC | 6.80% | Add +5.7% | 127,559 | $9.7M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -9.5% | 126,808 | $9.7M |
| Martin & Co. Inc. | 1.49% | Add +0.6% | 125,108 | $9.5M |
| Goelzer Investment Management, Inc. | 0.41% | Reduce -1.9% | 124,783 | $9.5M |
| Parsons Capital Management Inc. | 0.43% | Add +14.3% | 123,808 | $9.4M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -4.2% | 123,648 | $9.4M |
| Sentinel Trust Co. Lba | 0.83% | Reduce -0.1% | 123,633 | $9.4M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -12.0% | 122,027 | $9.3M |
| GLOBALT Investments LLC / GA | 0.31% | Reduce -2.5% | 121,980 | $9.3M |
| DRW Securities, LLC | 0.54% | New | 119,531 | $9.1M |
| Advisory Services Network, LLC | 0.10% | Add +10.7% | 118,529 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +11.8% | 118,365 | $9.0M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -0.1% | 110,022 | $8.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +13.0% | 107,737 | $8.2M |
| Procyon Advisors, LLC | 0.35% | Add +14.8% | 107,458 | $8.2M |
| Eastern Bank | 0.12% | Add +80.0% | 106,718 | $8.1M |
| Clarendon Private LLC | 5.18% | Add +6.2% | 105,929 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.3% | 102,994 | $7.8M |
| Sage Financial Group Inc. | 0.43% | Add +3.7% | 102,415 | $7.8M |
| Apella Capital, LLC | 0.11% | Reduce -1.2% | 102,070 | $7.7M |
| Hobbs Wealth Management, LLC | 6.45% | Add +7.4% | 100,223 | $7.6M |
| City of London Investment Management Co. Ltd. | 0.46% | Add +221.5% | 100,000 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +373.5% | 99,905 | $7.6M |
| Rhumbline Advisers | 0.01% | Add +51.6% | 95,199 | $7.2M |
| M1 Capital Management LLC | 2.66% | New | 94,725 | $7.2M |
| Atlantic Union Bankshares Corp | 0.12% | Reduce -56.4% | 92,408 | $7.0M |
| Blue Trust, Inc. | 0.07% | Reduce -6.5% | 91,099 | $6.9M |
| Ssi Investment Management LLC | 2.36% | Reduce -15.7% | 90,018 | $6.9M |
| Factory Mutual Insurance Co. | 0.06% | No change | 90,000 | $6.8M |
| Stage Harbor Financial, LLC | 3.88% | Add +0.1% | 88,140 | $6.7M |
| Equitable Holdings, Inc. | 0.04% | Add +44.7% | 88,072 | $6.7M |
| Belpointe Asset Management LLC | 0.22% | Reduce -5.4% | 86,989 | $6.6M |
| Lowe Brockenbrough & Co. Inc. | 0.29% | Reduce -12.4% | 86,156 | $6.6M |
| Gen-Wealth Partners Inc | 1.82% | Add +21.0% | 86,103 | $6.6M |
| Quantinno Capital Management LP | 0.01% | Add +51.5% | 84,901 | $6.5M |
| Marex Group Ltd | 0.05% | New | 84,232 | $6.4M |
| Waterloo Capital, L.P. | 0.36% | Reduce -3.4% | 84,173 | $6.4M |
| Smith & Howard Wealth Management, LLC | 1.32% | Reduce -1.1% | 84,013 | $6.4M |
| Curtis Wealth Management LLC | 5.33% | Add +41.1% | 82,628 | $6.3M |
| Insigneo Advisory Services, LLC | 0.23% | Add +26.0% | 82,012 | $6.2M |
| Milestone Asset Management, LLC | 0.98% | Add +35.3% | 81,600 | $6.2M |
| Hancock Whitney Corp. | 0.10% | Reduce -6.4% | 81,496 | $6.2M |
| Adams Wealth Management | 1.18% | Reduce -14.0% | 80,695 | $6.1M |
| CacheTech Inc. | 0.99% | Reduce -14.0% | 80,695 | $6.1M |
| Investment Research Partners LLC | 2.07% | Add +4.6% | 80,389 | $6.1M |
| Lifelong Wealth Advisors, Inc. | 1.44% | New | 80,259 | $6.1M |
| BIP Wealth, LLC | 0.17% | Add +138.6% | 79,491 | $6.1M |
| Summitpoint Capital Management | 6.50% | Reduce -12.1% | 79,242 | $6.0M |
| Ehrenkranz Partners L.P. | 3.47% | Add +0.9% | 78,989 | $6.0M |
| &partners | 0.02% | Add +61.2% | 77,481 | $6.0M |
| Connable Office Inc. | 0.52% | Add +29.3% | 77,461 | $5.9M |
| Ballentine Partners, LLC | 0.07% | No change | 76,071 | $5.8M |
| Hopwood Nicholas Hunter | 1.56% | Add +318.1% | 74,935 | $5.7M |
| Presidio Capital Management, LLC | 1.43% | Add +28.3% | 74,914 | $5.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Reduce -0.2% | 74,451 | $5.7M |
| Sharkey, Howes & Javer | 0.68% | Add +62.7% | 74,443 | $5.7M |
| Epiq Partners, LLC | 2.45% | Add +59.7% | 73,931 | $5.6M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +51.7% | 73,857 | $5.6M |
| Signaturefd, LLC | 0.07% | Add +0.0% | 73,422 | $5.6M |
| Rathbones Group PLC | 0.02% | Reduce -0.2% | 72,888 | $5.5M |
| FourThought Financial Partners, LLC | 0.43% | Add +0.0% | 72,846 | $5.5M |
| Asempa Wealth Advisors | 4.21% | Add +6.6% | 72,557 | $5.5M |
| C M Bidwell & Associates Ltd. | 2.24% | Add +1.1% | 71,957 | $5.5M |
| Mission Wealth Management, LP | 0.07% | Add +3.7% | 70,304 | $5.4M |
| Tradition Wealth Management, LLC | 0.32% | Add +19.7% | 69,343 | $5.3M |
| Farther Finance Advisors, LLC | 0.04% | Add +74.9% | 68,340 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.8% | 67,953 | $5.2M |
| Empowered Funds, LLC | 0.03% | Add +5.2% | 66,196 | $5.0M |
| Fiduciary Trust Co | 0.05% | Reduce -3.0% | 65,889 | $5.0M |
| NDWM LLC | 2.81% | Add +4.4% | 62,953 | $4.8M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Reduce -0.1% | 63,160 | $4.7M |
| Chevy Chase Trust Holdings, LLC | 0.01% | No change | 62,015 | $4.7M |
| PFG Advisors | 0.24% | Add +1119.3% | 61,694 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +109.7% | 61,644 | $4.7M |
| Hapanowicz & Associates Financial Services, Inc | 1.45% | Reduce -3.5% | 61,108 | $4.7M |
| Sageworth Trust Co of South Dakota | 2.83% | Add +25.7% | 60,212 | $4.6M |
| Quadrant Capital Group LLC | 0.13% | Reduce -0.0% | 60,051 | $4.6M |
| Chatterton & Associates Inc. | 2.68% | Add +50.1% | 60,334 | $4.6M |
| Arkadios Wealth Advisors | 0.07% | Reduce -2.6% | 58,292 | $4.4M |
| Meitav Investment House Ltd. | 0.03% | New | 57,476 | $4.4M |
| M.D. Sass, LLC | 0.29% | No change | 57,340 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +12.3% | 57,803 | $4.3M |
| VERITY Wealth Advisors | 2.60% | Add +0.3% | 56,508 | $4.3M |
| Certuity, LLC | 0.21% | Add +1.1% | 55,225 | $4.2M |
| Savant Capital, LLC | 0.01% | Reduce -0.1% | 53,751 | $4.1M |
| Common Fund for Nonprofit Organizations | 0.37% | Reduce -0.3% | 53,489 | $4.1M |
| SVB Wealth LLC | 0.25% | Reduce -1.7% | 51,946 | $4.0M |
| Strategic Wealth Partners, Ltd. | 0.24% | Add +2.0% | 51,860 | $3.9M |
| Avail Investment Partners, LLC | 3.04% | Add +4.7% | 51,816 | $3.9M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +10.4% | 51,731 | $3.9M |
| Invested Advisors | 3.45% | Add +2.2% | 51,315 | $3.9M |
| NTV Asset Management LLC | 0.38% | Reduce -1.9% | 50,573 | $3.8M |
| Redwood Investment Management, LLC | 0.37% | Add +29.3% | 49,174 | $3.7M |
| Strategic Blueprint, LLC | 0.19% | Add +76.6% | 48,899 | $3.7M |
| Theory Financial LLC | 1.16% | Add +30.2% | 48,483 | $3.7M |
| FFG Retirement Advisors LLC | 1.95% | New | 48,429 | $3.7M |
| WealthPoint Financial, LLC | 2.67% | Add +24.3% | 48,167 | $3.7M |
| Fluent Financial, LLC | 1.31% | Add +1.1% | 48,046 | $3.7M |
| Security National Bank | 0.43% | Add +289.3% | 47,891 | $3.6M |
| Wealthgarden F.S. LLC | 2.06% | Add +101.7% | 47,675 | $3.6M |
| Alpha Advisors, LLC | 2.71% | New | 47,288 | $3.6M |
| Brightwater Advisory LLC | 2.24% | Reduce -3.4% | 46,609 | $3.5M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 46,347 | $3.5M |
| Flow Traders U.S. LLC | 0.14% | New | 46,022 | $3.5M |
| Sierra Capital LLC | 0.34% | Add +0.3% | 45,639 | $3.5M |
| Oak Family Advisors, LLC | 0.99% | Reduce -3.5% | 45,126 | $3.4M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -3.3% | 44,635 | $3.4M |
| Twin Peaks Wealth Advisors, LLC | 0.77% | Add +2.7% | 44,436 | $3.4M |
| City Holding Co. | 0.38% | Add +8.7% | 44,320 | $3.4M |
| Graves Light Lenhart Wealth, Inc. | 0.31% | Add +0.0% | 44,179 | $3.4M |
| Ramirez Asset Management, Inc. | 0.35% | Add +56.2% | 43,618 | $3.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 42,695 | $3.2M |
| Haverford Trust Co | 0.03% | No change | 42,607 | $3.2M |
| Focus Financial Network, Inc. | 0.10% | Add +422.9% | 42,452 | $3.2M |
| IFG Advisory, LLC | 0.11% | New | 42,389 | $3.2M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Reduce -5.0% | 42,181 | $3.2M |
| Keel Point, LLC | 0.19% | Add +32.6% | 42,139 | $3.2M |
| Sargent Investment Group, LLC | 0.39% | Add +609.5% | 42,124 | $3.2M |
| Aaron Wealth Advisors LLC | 0.16% | Reduce -17.8% | 41,142 | $3.1M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +5.5% | 41,033 | $3.1M |
| Catalyst Financial Partners LLC | 0.31% | Add +1.6% | 41,024 | $3.1M |
| Prosperity Consulting Group, LLC | 0.12% | Add +0.4% | 41,024 | $3.1M |
| Central Pacific Bank - Trust Division | 0.32% | Reduce -9.4% | 39,950 | $3.0M |
| Symphony Financial, Ltd. Co. | 0.33% | New | 40,166 | $3.0M |
| Global Retirement Partners, LLC | 0.05% | — | 38,944 | $3.0M |
| XY Planning Network, Inc. | 0.37% | Add +57.6% | 38,452 | $2.9M |
| Verus Capital Partners, LLC | 0.16% | Add +86.9% | 37,964 | $2.9M |
| AQR Capital Management | 0.00% | Add +53.7% | 37,767 | $2.9M |
| Adapt Wealth Advisors, LLC | 0.94% | New | 37,651 | $2.9M |
| Philip James Wealth Mangement, LLC | 0.33% | Reduce -10.3% | 37,648 | $2.9M |
| Calamos Advisors LLC | 0.01% | Reduce -96.5% | 37,340 | $2.8M |
| JFS Wealth Advisors, LLC | 0.14% | Add +0.9% | 37,299 | $2.8M |
| RiverFront Investment Group, LLC | 0.04% | Add +11.8% | 37,070 | $2.8M |
| Nixon Peabody Trust Co. | 0.20% | Add +3.5% | 36,932 | $2.8M |
| WealthPLAN Partners, LLC | 0.54% | Add +23.2% | 36,814 | $2.8M |
| PKS Advisory Services, LLC | 0.45% | New | 36,718 | $2.8M |
| Nwam LLC | 0.14% | Add +55.0% | 36,683 | $2.8M |
| Crestwood Advisors Group, LLC | 0.04% | Add +30.1% | 36,651 | $2.8M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -4.8% | 36,589 | $2.8M |
| ARS Investment Partners, LLC | 0.12% | Add +6.0% | 36,117 | $2.7M |
| First National Trust Co | 0.09% | Add +0.3% | 35,886 | $2.7M |
| Maia Wealth LLC | 0.40% | Add +24.5% | 35,880 | $2.7M |
| Balefire, LLC | 0.44% | New | 35,037 | $2.7M |
| Tempus Wealth Planning, LLC | 0.52% | Add +139.0% | 34,871 | $2.7M |
| Atlas Legacy Advisors, LLC | 0.39% | Reduce -7.8% | 34,577 | $2.6M |
| Astoria Strategic Wealth, Inc. | 0.58% | Reduce -1.8% | 33,497 | $2.5M |
| Fund Evaluation Group, LLC | 0.07% | Reduce -1.2% | 33,316 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.07% | No change | 33,094 | $2.5M |
| Allen Investment Management, LLC | 0.03% | No change | 32,989 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Reduce -30.8% | 32,445 | $2.5M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.77% | Add +11.6% | 32,407 | $2.5M |
| Diversify Advisory Services, LLC | 0.04% | New | 33,132 | $2.5M |
| Diversify Wealth Management, LLC | 0.04% | Reduce -83.1% | 33,132 | $2.5M |
| Oakworth Capital, Inc. | 0.12% | No change | 31,852 | $2.4M |
| GatePass Capital, LLC | 0.94% | Add +133.5% | 31,542 | $2.4M |
| West Paces Advisors Inc. | 0.40% | No change | 31,099 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +253.1% | 30,682 | $2.3M |
| Community Bank, N.A. | 0.25% | Reduce -0.8% | 30,338 | $2.3M |
| Compound Planning, Inc. | 0.06% | Add +30.7% | 29,502 | $2.2M |
| Bedel Financial Consulting, Inc. | 0.21% | Add +0.1% | 29,434 | $2.2M |
| Wagner Wealth Management, Corp | 1.77% | Add +2.1% | 28,816 | $2.2M |
| NorthCoast Asset Management LLC | 0.05% | Add +2.3% | 28,707 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +90.1% | 28,439 | $2.2M |
| Merkkuri Wealth Advisors LLC | 1.34% | Add +30.4% | 28,335 | $2.2M |
| Hardy Reed LLC | 0.14% | No change | 27,858 | $2.1M |
| Polen Capital Management LLC | 0.02% | Add +8.1% | 27,755 | $2.1M |
| WealthTrak Capital Management LLC | 1.39% | Add +25.5% | 27,736 | $2.1M |
| Sutton Place Investors LLC | 1.00% | Add +31.4% | 27,092 | $2.1M |
| Harbor Investment Advisory, LLC | 0.14% | Add +4.0% | 27,074 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +40.7% | 26,725 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +15.6% | 26,505 | $2.0M |
| Cim, LLC | 0.26% | Reduce -0.4% | 26,479 | $2.0M |
| Navigation Group, LLC | 0.39% | Add +0.1% | 26,165 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +28.7% | 25,139 | $1.9M |
| DKM Wealth Management, Inc. | 1.25% | Add +0.6% | 25,035 | $1.9M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +1.7% | 24,745 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -18.5% | 24,741 | $1.9M |
| Mgo One Seven LLC | 0.03% | Add +25.9% | 24,479 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Add +59.7% | 24,109 | $1.8M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 24,094 | $1.8M |
| State of Wyoming | 0.19% | Add +177.3% | 24,061 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Add +7.4% | 23,903 | $1.8M |
| Flputnam Investment Management Co. | 0.02% | Reduce -4.8% | 23,785 | $1.8M |
| Clark Capital Management Group, Inc. | 0.01% | Add +189.4% | 23,759 | $1.8M |
| Shrier Wealth Management, LLC | 0.61% | Reduce -2.0% | 23,652 | $1.8M |
| Firethorn Wealth Partners, LLC | 0.58% | Reduce -24.5% | 23,598 | $1.8M |
| Chemung Canal Trust Co. | 0.33% | Reduce -15.2% | 23,444 | $1.8M |
| Fortis Capital Advisors, LLC | 0.20% | Reduce -24.8% | 23,352 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -60.5% | 22,991 | $1.8M |
| UMB Bank, n.a. | 0.02% | Reduce -3.1% | 22,587 | $1.7M |
| Syntax Research, Inc. | 1.25% | Reduce -44.1% | 22,434 | $1.7M |
| Midland Wealth Advisors, LLC | 0.08% | Reduce -2.2% | 22,367 | $1.7M |
| Consilio Wealth Advisors, LLC | 0.40% | Add +1.1% | 22,149 | $1.7M |
| Topsail Wealth Management, LLC | 0.21% | No change | 21,949 | $1.7M |
| Orrstown Financial Services Inc. | 0.25% | No change | 21,899 | $1.7M |
| Pennington Partners & Co., LLC | 0.53% | Add +2.6% | 21,887 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | New | 21,740 | $1.7M |
| Oak Associates Ltd. | 0.09% | No change | 21,658 | $1.6M |
| Gutierrez Wealth Advisory, LLC | 0.93% | Add +5.2% | 21,177 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.4% | 21,141 | $1.6M |
| Vann Equity Management LLC | 0.96% | Add +3.1% | 20,782 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +61.4% | 20,646 | $1.6M |
| Harding Loevner LP | 0.01% | Reduce -54.0% | 20,486 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -53.7% | 20,326 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 20,324 | $1.5M |
| OFS Enterprise LLC | 0.39% | Reduce -6.3% | 20,297 | $1.5M |
| MAI Capital Management | 0.01% | Add +110.7% | 20,241 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +9.1% | 19,877 | $1.5M |
| Visionary Wealth Advisors | 0.06% | Add +98.6% | 19,798 | $1.5M |
| Shelton Capital Management | 0.03% | New | 19,756 | $1.5M |
| Sanchez Gaunt Capital Management, LLC | 0.84% | Add +52.4% | 19,747 | $1.5M |
| Stonebridge Capital Advisors LLC | 0.10% | Reduce -0.6% | 19,700 | $1.5M |
| Heck Capital Advisors, LLC | 0.09% | Add +13.3% | 19,585 | $1.5M |
| Legacy Advisors, LLC | 0.14% | Reduce -8.6% | 19,581 | $1.5M |
| RDA Financial Network | 0.32% | Add +40.7% | 19,563 | $1.5M |
| Centaurus Financial, Inc. | 0.06% | New | 19,500 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.8% | 19,167 | $1.5M |
| SCS Capital Management LLC | 0.01% | Add +0.0% | 18,985 | $1.4M |
| OV Management LLC | 2.68% | New | 18,863 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Add +120.0% | 18,721 | $1.4M |
| Webster Bank, N. A. | 0.12% | No change | 18,330 | $1.4M |
| First Horizon Corp. | 0.05% | Reduce -8.8% | 18,238 | $1.4M |
| Advisor OS, LLC | 0.09% | Add +62.4% | 18,157 | $1.4M |
| Dudley Capital Management, LLC | 0.56% | Add +4.5% | 18,134 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.5% | 18,037 | $1.4M |
| Encompass Wealth Advisors, LLC | 0.42% | No change | 18,012 | $1.4M |
| First City Capital Management, Inc. | 0.67% | Add +10.6% | 17,969 | $1.4M |
| Cassilly Financial Group LLC | 0.99% | New | 17,836 | $1.4M |
| Park Edge Advisors, LLC | 0.29% | Reduce -49.5% | 17,822 | $1.4M |
| Callan Family Office, LLC | 0.03% | Reduce -16.4% | 17,754 | $1.4M |
| Wealth Alliance, LLC | 0.11% | New | 17,501 | $1.3M |
| Power Wealth Management LLC | 0.45% | Add +0.9% | 17,223 | $1.3M |
| Mirador Capital Partners LP | 0.16% | Add +2.7% | 17,137 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | Add +70.0% | 17,016 | $1.3M |
| Petredis Investment Advisors LLC | 0.09% | Reduce -1.2% | 16,760 | $1.3M |
| Choreo, LLC | 0.01% | Reduce -5.9% | 16,624 | $1.3M |
| Highland Capital Management, LLC | 0.06% | Add +0.4% | 16,596 | $1.3M |
| Prairie Advisory, LLC | 0.30% | — | 16,372 | $1.2M |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.0% | 16,435 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +23.9% | 16,006 | $1.2M |
| Jordan Park Group LLC | 0.06% | No change | 16,000 | $1.2M |
| High Probability Advisors, LLC | 0.13% | Reduce -0.3% | 15,908 | $1.2M |
| Arax Advisory Partners | 0.01% | Add +791.0% | 15,708 | $1.2M |
| Fulton Bank, N.A. | 0.04% | No change | 15,609 | $1.2M |
| Zenith Solutions, Inc. | 1.07% | — | 15,453 | $1.2M |
| Aries Wealth Management | 0.23% | No change | 15,436 | $1.2M |
| IMA Advisory Services, Inc. | 0.07% | Add +1.1% | 15,310 | $1.2M |
| Park Place Capital Corp | 0.18% | Add +2835.8% | 15,237 | $1.2M |
| Creative Financial Designs Inc. | 0.06% | Add +29.9% | 15,234 | $1.2M |
| Lantern Wealth Advisors, LLC | 0.53% | Add +61.2% | 15,218 | $1.2M |
| Centurion Wealth Management LLC | 0.27% | Add +9.4% | 14,916 | $1.1M |
| LongView Wealth Management | 0.29% | Add +30.2% | 14,876 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +1.2% | 14,864 | $1.1M |
| Hudson Edge Investment Partners Inc. | 0.15% | No change | 14,722 | $1.1M |
| Harbor Advisory Corp. | 0.30% | Add +6.6% | 14,700 | $1.1M |
| Midwest Trust Co | 0.01% | Add +27.2% | 14,665 | $1.1M |
| Fifth Third Securities, Inc. | 0.06% | Add +180.0% | 14,281 | $1.1M |
| Barnes Dennig Private Wealth Management LLC | 0.86% | Add +7.3% | 14,158 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +14.5% | 14,144 | $1.1M |
| Unconventional Investor, LLC | 0.44% | No change | 13,940 | $1.1M |
| Sowell Financial Services LLC | 0.03% | Add +100.8% | 13,906 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -88.0% | 13,854 | $1.1M |
| Beacon Financial Advisory LLC | 0.20% | Add +17.4% | 13,658 | $1.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 0.83% | Add +8.3% | 13,597 | $1.0M |
| Ironwood Investment Counsel, LLC | 0.13% | No change | 13,349 | $1.0M |
| Elevation Wealth Management LLC | 0.76% | Reduce -3.1% | 13,329 | $1.0M |
| Bluespring Wealth Management, LLC | 0.02% | New | 13,130 | $999K |
| Simplicity Wealth,LLC | 0.03% | Add +22.0% | 13,122 | $999K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.9% | 12,886 | $980K |
| Clare Market Investments LLC | 0.18% | No change | 12,830 | $976K |
| Principal Securities, Inc. | 0.01% | Add +22.5% | 12,830 | $976K |
| MN Wealth Advisors, LLC | 0.41% | Add +25.7% | 12,751 | $971K |
| Perigon Wealth Management, LLC | 0.02% | Add +69.0% | 12,663 | $964K |
| Pictet North America Advisors SA | 0.08% | No change | 12,450 | $948K |
| Fort Sheridan Advisors LLC | 0.10% | Add +0.0% | 12,421 | $945K |
| Lakeshore Capital Group, Inc. | 0.69% | Add +0.3% | 12,282 | $935K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +7.2% | 12,267 | $934K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +11.7% | 12,230 | $931K |
| Oarsman Capital, Inc. | 0.10% | Reduce -1.6% | 12,057 | $918K |
| Vista Finance, LLC | 0.51% | Add +54.6% | 12,005 | $914K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.9% | 11,863 | $903K |
| CoreCap Advisors, LLC | 0.03% | Add +177.0% | 11,814 | $899K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +1.5% | 11,808 | $899K |
| Daviman Financial, LLC | 0.50% | Reduce -84.6% | 11,797 | $898K |
| Weil Company, Inc. | 0.16% | Add +1.1% | 11,732 | $893K |
| Parkway Wealth Management Group, LLC | 0.10% | Add +22.6% | 11,679 | $889K |
| Joel Adams & Associates, Inc. | 0.57% | Add +35.0% | 11,674 | $888K |
| ABLE Financial Group, LLC | 0.15% | No change | 11,608 | $883K |
| Northern Trust Corp. | 0.00% | Reduce -98.9% | 11,459 | $872K |
| Canopy Partners, LLC | 0.26% | Reduce -0.0% | 11,436 | $870K |
| Indivisible Partners | 0.05% | Add +31.0% | 11,290 | $859K |
| Runnymede Capital Advisors, Inc. | 0.51% | Add +53.3% | 11,273 | $858K |
| Essential Investment Partners LLC | 0.68% | No change | 11,200 | $852K |
| Partners Capital Investment Group, LLP | 0.03% | Reduce -57.2% | 11,155 | $849K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -0.3% | 11,070 | $843K |
| Savvy Advisors, Inc. | 0.02% | Add +8.2% | 11,064 | $842K |
| Washington Capital Management, Inc. | 0.56% | Reduce -29.2% | 11,056 | $841K |
| Advance Capital Management, Inc. | 0.03% | Reduce -5.3% | 11,028 | $839K |
| Summit Trail Advisors, LLC | 0.01% | Add +4.4% | 10,773 | $820K |
| Lavelle Capital LP | 0.42% | No change | 10,733 | $817K |
| Valtrion Capital Management, LLC | 0.61% | Add +0.3% | 10,698 | $814K |
| Colter Lewis Investment Partners LLC | 0.36% | Add +105.7% | 10,696 | $814K |
| Silverlake Wealth Management LLC | 0.16% | Add +23.8% | 10,683 | $813K |
| Dimension Capital Management LLC | 0.09% | Add +2.0% | 10,548 | $803K |
| Meridian Wealth Management, LLC | 0.02% | No change | 10,547 | $803K |
| Colton Groome Financial Advisors, LLC | 0.19% | Add +11.1% | 10,532 | $802K |
| Fiducient Advisors LLC | 0.11% | Reduce -6.4% | 10,462 | $796K |
| OneDigital Investment Advisors LLC | 0.01% | Add +48.0% | 10,386 | $790K |
| Flagstar Securities, Inc. | 0.23% | Reduce -1.4% | 10,168 | $774K |
| Palatine Hill Wealth Management, LLC | 0.62% | Reduce -0.1% | 10,167 | $774K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -8.6% | 10,054 | $765K |
| Caliber Wealth Management, LLC / KS | 0.07% | Add +33.9% | 10,000 | $761K |
| Operose Advisors LLC | 0.15% | No change | 9,980 | $760K |
| Resurgent Financial Advisors LLC | 0.21% | Add +36.4% | 9,971 | $759K |
| Apeiron RIA LLC | 0.19% | Reduce -4.9% | 9,968 | $759K |
| Next Capital Management LLC | 0.20% | No change | 9,959 | $758K |
| OMNI 360 Wealth, Inc. | 0.35% | Add +14.8% | 9,909 | $754K |
| SlateStone Wealth, LLC | 0.06% | Add +2.9% | 9,881 | $752K |
| Chesapeake Asset Management LLC | 0.57% | Add +25.4% | 13,707 | $750K |
| Signal Advisors Wealth, LLC | 0.04% | Add +21.7% | 9,822 | $748K |
| October Effect Ltd | 0.70% | Reduce -2.4% | 9,791 | $745K |
| Magnus Financial Group LLC | 0.05% | Add +0.3% | 9,778 | $744K |
| WBH Advisory Inc. | 0.05% | Reduce -0.1% | 9,723 | $740K |
| Maripau Wealth Management LLC | 0.26% | Add +20.3% | 9,714 | $739K |
| McAdam, LLC | 0.03% | No change | 9,686 | $737K |
| IHT Wealth Management, LLC | 0.02% | Add +22.1% | 9,585 | $730K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.34% | Reduce -7.2% | 9,525 | $725K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.5% | 9,483 | $722K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -48.9% | 9,374 | $713K |
| PFG Investments, LLC | 0.03% | Add +51.7% | 9,319 | $709K |
| Fulcrum Equity Management | 0.57% | Add +22.7% | 9,313 | $709K |
| Neuberger Berman Group LLC | 0.00% | Reduce -65.8% | 9,272 | $706K |
| CreativeOne Wealth, LLC | 0.02% | Add +74.3% | 9,220 | $702K |
| Main Street Financial Solutions, LLC | 0.04% | New | 9,204 | $701K |
| Philadelphia Trust Co. | 0.04% | No change | 9,115 | $694K |
| SageView Advisory Group, LLC | 0.02% | Add +1.1% | 9,110 | $693K |
| Regal Investment Advisors LLC | 0.04% | Add +131.1% | 9,046 | $689K |
| Crescent Grove Advisors, LLC | 0.06% | Add +27.8% | 9,020 | $687K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -4.0% | 9,000 | $685K |
| Clear Creek Financial Management, LLC | 0.04% | New | 8,996 | $685K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -20.2% | 8,942 | $681K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 8,882 | $676K |
| New England Professional Planning Group Inc. | 0.25% | Add +0.5% | 8,801 | $670K |
| Cynosure Group, LLC | 0.10% | No change | 8,794 | $669K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 8,645 | $658K |
| MSH Capital Advisors LLC | 0.11% | Add +39.7% | 8,576 | $653K |
| Williams & Novak, LLC | 0.44% | Reduce -10.4% | 8,565 | $652K |
| EP Wealth Advisors, LLC | 0.00% | Add +86.2% | 8,496 | $647K |
| Founders Financial Alliance, LLC | 0.09% | Add +83.7% | 8,455 | $644K |
| Gladwyn Financial Advisors, Inc. | 0.40% | No change | 8,397 | $639K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 8,325 | $634K |
| Eagle Rock Investment Company, LLC | 0.08% | No change | 8,300 | $632K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,290 | $631K |
| Loudon Investment Management, LLC | 0.31% | Add +4.2% | 8,257 | $628K |
| Three Bridge Wealth Advisors, LLC | 0.16% | Add +43.0% | 8,208 | $625K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.1% | 8,069 | $614K |
| Well Done, LLC | 0.08% | Add +20.6% | 8,023 | $611K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,000 | $609K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +47.5% | 7,970 | $607K |
| Phillips Financial Management, LLC | 0.04% | No change | 7,951 | $605K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 7,943 | $605K |
| Sepio Capital, LP | 0.03% | Add +3.3% | 7,867 | $599K |
| Freestone Capital Holdings, LLC | 0.02% | Add +4.3% | 7,855 | $598K |
| HB Wealth Management, LLC | 0.00% | Add +0.6% | 7,853 | $598K |
| Avestar Capital, LLC | 0.04% | Add +2.5% | 7,838 | $597K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.5% | 7,747 | $590K |
| Morangie Management LLC | 0.49% | No change | 7,681 | $585K |
| Private Advisor Group, LLC | 0.00% | Reduce -87.1% | 7,633 | $581K |
| Vise Technologies, Inc. | 0.01% | New | 7,597 | $578K |
| Eagle Strategies LLC | 0.06% | Add +3.7% | 7,578 | $577K |
| Mairs & Power Inc. | 0.01% | No change | 7,550 | $575K |
| BigSur Wealth Management LLC | 0.14% | No change | 7,500 | $571K |
| Elgethun Capital Management | 0.08% | No change | 7,500 | $571K |
| PlanVest Financial, Inc | 0.38% | Add +25.1% | 7,407 | $564K |
| CNB Bank | 0.22% | No change | 7,392 | $563K |
| Mather Group, Llc. | 0.00% | New | 7,346 | $559K |
| Requisite Capital Management, LLC | 0.09% | No change | 7,322 | $557K |
| Midwest Financial Network, LLC | 0.38% | New | 7,291 | $555K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +102.8% | 7,176 | $546K |
| Michels Family Financial, LLC | 0.35% | Reduce -1.8% | 7,102 | $541K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 7,100 | $540K |
| Regimen Wealth, LLC | 0.15% | Add +1.1% | 7,090 | $540K |
| Valmark Advisers, Inc. | 0.01% | Add +3.4% | 7,087 | $539K |
| Silvia McColl Wealth Management, LLC | 0.32% | No change | 7,000 | $533K |
| Koshinski Asset Management, Inc. | 0.03% | Add +5.0% | 6,953 | $529K |
| Isthmus Partners, LLC | 0.05% | No change | 6,937 | $528K |
| Nottingham Advisors, Inc. | 0.06% | No change | 7,100 | $524K |
| Naples Global Advisors, LLC | 0.03% | No change | 6,870 | $523K |
| Signet Private Wealth LLC | 0.41% | Reduce -64.4% | 6,815 | $519K |
| West Branch Capital LLC | 0.12% | No change | 6,815 | $519K |
| O'Connor Financial Group LLC | 0.18% | Add +2.0% | 6,805 | $518K |
| BridgePort Financial Solutions, LLC | 0.13% | Add +67.3% | 6,803 | $518K |
| Proathlete Wealth Management LLC | 0.13% | No change | 6,712 | $511K |
| Main Management LLC | 0.03% | Reduce -12.4% | 6,657 | $507K |
| Summit Financial, LLC | 0.01% | Add +9.2% | 6,626 | $504K |
| Seascape Capital Management | 0.12% | No change | 6,569 | $500K |
| Madison Wealth Partners, Inc | 0.06% | Add +1.5% | 6,564 | $500K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -0.6% | 6,536 | $497K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -0.6% | 6,466 | $492K |
| Composition Wealth, LLC | 0.01% | Add +12.5% | 6,452 | $491K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -40.0% | 6,412 | $488K |
| Dana Investment Advisors, Inc. | 0.01% | New | 6,393 | $487K |
| Nordwand Advisors, LLC | 0.07% | No change | 6,335 | $482K |
| National Philanthropic Trust | 0.01% | No change | 6,331 | $482K |
| RFG Advisory, LLC | 0.01% | New | 6,324 | $481K |
| Advyzon Investment Management, LLC | 0.03% | New | 6,317 | $481K |
| Aureus Asset Management, LLC | 0.03% | Add +91.4% | 6,237 | $475K |
| Empirical Asset Management, LLC | 0.11% | Add +60.7% | 6,159 | $469K |
| Pinnacle Family Advisors, LLC | 0.20% | Add +26.0% | 6,124 | $466K |
| Gables Capital Management Inc. | 0.17% | No change | 6,100 | $464K |
| Fragasso Financial Advisors Inc | 0.02% | Add +22.9% | 6,027 | $459K |
| GenTrust, LLC | 0.02% | No change | 6,000 | $457K |
| First Business Financial Services, Inc. | 0.03% | No change | 5,905 | $449K |
| Plan A Wealth LLC | 0.19% | Reduce -5.5% | 5,866 | $446K |
| JB Capital LLC | 0.02% | New | 5,860 | $446K |
| Kestra Investment Management, LLC | 0.01% | New | 5,799 | $441K |
| Forum Financial Management, LP | 0.01% | No change | 5,724 | $436K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -6.8% | 5,711 | $435K |
| Landaas & Co. /Wi | 0.08% | No change | 5,660 | $431K |
| Transcend Capital Advisors, LLC | 0.03% | Add +38.4% | 5,638 | $429K |
| Saxon Interests, Inc. | 0.12% | Reduce -2.1% | 5,630 | $428K |
| Members Trust Co | 0.01% | Reduce -26.3% | 5,616 | $427K |
| Beacon Financial Group | 0.04% | Add +21.1% | 5,533 | $421K |
| Private Trust Co. NA | 0.03% | No change | 5,533 | $421K |
| Latitude Advisors, LLC | 0.17% | New | 5,527 | $421K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +24.4% | 5,491 | $418K |
| IFP Advisors, Inc | 0.01% | No change | 5,463 | $416K |
| Alpha Financial Partners LLC | 0.22% | Add +1.1% | 5,392 | $410K |
| Guardsman Private Capital Management, Inc. | 0.29% | No change | 5,351 | $407K |
| Keybank National Association | 0.00% | Reduce -3.0% | 5,210 | $397K |
| Maple Capital Management, Inc. | 0.02% | Reduce -23.0% | 5,047 | $384K |
| Waldron Private Wealth LLC | 0.01% | No change | 5,031 | $383K |
| StoneX Group Inc. | 0.01% | Reduce -49.6% | 4,839 | $368K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,829 | $368K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 4,822 | $367K |
| Guidance Point Advisors, LLC | 0.08% | Add +0.7% | 4,792 | $365K |
| BBR Partners, LLC | 0.02% | No change | 4,793 | $365K |
| Camelot Technology Advisors, Inc. | 0.25% | Add +0.8% | 4,770 | $363K |
| Sigma Planning Corp | 0.01% | Reduce -53.0% | 4,763 | $362K |
| Florida Financial Advisors, LLC | 0.06% | Add +11.3% | 4,757 | $362K |
| Hirtle & Co., LLC | 0.01% | No change | 4,745 | $361K |
| GAMMA Investing LLC | 0.01% | Add +126.4% | 4,680 | $356K |
| Claro Advisors Inc. | 0.04% | Reduce -0.6% | 4,636 | $353K |
| Old National Bancorp | 0.01% | No change | 4,600 | $350K |
| Karpus Management, Inc. | 0.01% | Reduce -22.7% | 4,590 | $349K |
| Hilltop Wealth Advisors, LLC | 0.17% | New | 4,569 | $348K |
| Adelphi Trust Co | 0.23% | New | 4,537 | $345K |
| JT Stratford LLC | 0.04% | No change | 4,497 | $342K |
| Simplex Trading, LLC | 0.01% | New | 4,484 | $341K |
| Citizens Financial Group Inc. | 0.00% | Add +32.2% | 4,431 | $337K |
| Convergence Financial, LLC | 0.03% | New | 4,418 | $336K |
| Larson Financial Group LLC | 0.01% | Add +1.2% | 4,414 | $336K |
| Rehmann Capital Advisory Group | 0.02% | No change | 4,400 | $335K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -8.4% | 4,370 | $333K |
| Capital Investment Management, Inc. | 0.10% | Add +46.7% | 4,364 | $332K |
| Essex Financial Services, Inc. | 0.02% | Add +0.2% | 4,356 | $332K |
| Kaizen Financial Strategies | 0.13% | No change | 4,420 | $331K |
| Aviance Capital Partners, LLC | 0.03% | Add +1.1% | 4,310 | $328K |
| Blue Square Asset Management, LLC | 0.13% | No change | 4,100 | $312K |
| Larch Capital Partners LLC | 0.04% | Add +0.3% | 4,078 | $310K |
| SigFig Wealth Management, LLC | 0.01% | Add +31.2% | 4,086 | $308K |
| Cozad Asset Management Inc. | 0.02% | Add +12.4% | 4,036 | $307K |
| Kelsey Financial, LLC | 0.23% | Reduce -3.7% | 4,030 | $307K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.1% | 4,027 | $306K |
| Opulen Financial Group LLC | 0.19% | Add +3.2% | 4,012 | $305K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 4,415 | $302K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.3% | 3,963 | $302K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +5.2% | 3,947 | $300K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.07% | No change | 3,930 | $299K |
| Ellevest, Inc. | 0.03% | New | 3,882 | $295K |
| Insight Wealth Strategies, LLC | 0.03% | New | 3,878 | $291K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.3% | 3,872 | $288K |
| First Financial Bank - Trust Division | 0.02% | No change | 3,758 | $286K |
| Bensler, LLC | 0.03% | Add +0.7% | 3,757 | $286K |
| Wellspring Financial Advisors, LLC | 0.02% | Add +1.1% | 3,756 | $286K |
| Monument Capital Management | 0.06% | New | 3,747 | $285K |
| J.Safra Asset Management Corp | 0.01% | Add +0.6% | 3,741 | $285K |
| HM Payson & Co. | 0.00% | Reduce -5.6% | 3,699 | $282K |
| Cibc World Market Inc. | 0.00% | Add +17.2% | 3,661 | $279K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 3,652 | $278K |
| Councilmark Asset Management, LLC | 0.15% | No change | 3,650 | $278K |
| OneAscent Financial Services LLC | 0.01% | Add +2.2% | 3,650 | $278K |
| South Shore Capital Advisors | 0.19% | Add +3.9% | 3,637 | $277K |
| Sterling Investment Counsel, LLC | 0.06% | Add +2.2% | 3,610 | $275K |
| Curated Wealth Partners LLC | 0.03% | New | 3,557 | $271K |
| Laurel Oak Wealth Management, LLC | 0.04% | No change | 3,552 | $270K |
| Sovran Advisors, LLC | 0.02% | Add +17.7% | 3,645 | $270K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -13.6% | 3,500 | $266K |
| Twin Focus Capital Partners, LLC | 0.03% | Add +6.8% | 3,460 | $263K |
| Fogel Capital Management, Inc. | 0.10% | No change | 3,430 | $261K |
| Riverwater Partners LLC | 0.08% | Reduce -3.7% | 3,422 | $260K |
| Berman McAleer LLC | 0.03% | No change | 3,410 | $260K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,364 | $256K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 3,289 | $250K |
| PUREfi Wealth, LLC | 0.14% | Add +0.8% | 3,270 | $249K |
| Freedom Investment Management, Inc. | 0.07% | New | 3,254 | $248K |
| Norris Perne & French LLP | 0.01% | No change | 3,243 | $247K |
| Breakwater Capital Group | 0.03% | Add +0.3% | 3,224 | $245K |
| American Capital Management Inc. | 0.01% | Add +5.9% | 3,220 | $245K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,189 | $243K |
| SWP Financial LLC | 0.11% | New | 3,097 | $236K |
| Modern Wealth Management, LLC | 0.00% | New | 3,094 | $235K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -45.2% | 3,083 | $235K |
| NorthRock Partners, LLC | 0.00% | New | 3,070 | $234K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,030 | $231K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 3,025 | $230K |
| Northeast Planning Associates, Inc. / NH / | 0.17% | No change | 3,012 | $229K |
| Allianz SE | 0.00% | No change | 2,963 | $226K |
| Rothschild Wealth LLC | 0.02% | No change | 2,940 | $224K |
| Canvas Wealth Advisors, LLC | 0.03% | New | 2,913 | $222K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,905 | $221K |
| Sykon Capital LLC | 0.07% | New | 2,860 | $218K |
| Fortis Advisors, LLC | 0.10% | New | 2,829 | $215K |
| Sound Financial Strategies Group, LLC | 0.14% | New | 2,822 | $215K |
| Hutchens & Kramer Investment Management Group, LLC | 0.06% | New | 2,818 | $214K |
| Dempze Nancy E | 0.10% | New | 2,815 | $214K |
| Interactive Financial Advisors, Inc. | 0.13% | Reduce -12.3% | 2,939 | $213K |
| Insight Wealth Partners, LLC | 0.03% | New | 2,784 | $212K |
| Monograph Wealth Advisors, LLC | 0.02% | New | 2,767 | $211K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 2,761 | $210K |
| PSI Advisors, LLC | 0.05% | New | 2,746 | $209K |
| AlphaCore Capital LLC | 0.00% | Add +1.5% | 2,736 | $208K |
| Baker Avenue Asset Management, LP | 0.00% | New | 2,736 | $208K |
| Morton Brown Family Wealth, LLC | 0.05% | No change | 2,698 | $205K |
| Kerusso Capital Management LLC | 0.07% | New | 2,682 | $204K |
| MCF Advisors LLC | 0.01% | No change | 2,605 | $198K |
| Napier Financial, LLC | 0.04% | No change | 2,483 | $189K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 2,364 | $180K |
| Atlatl Advisers LLC | 0.04% | New | 2,365 | $180K |
| Activest Wealth Management | 0.03% | Add +1.1% | 2,278 | $173K |
| National Bank of Canada | 0.00% | Reduce -55.3% | 2,060 | $157K |
| Independence Bank of Kentucky | 0.02% | No change | 1,876 | $143K |
| Signature Equity Partners, LLC | 0.06% | Add +2.4% | 1,696 | $129K |
| Brown Brothers Harriman & Co. | 0.00% | Add +15.2% | 1,609 | $122K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,548 | $118K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,442 | $109K |
| Cornerstone Planning Group LLC | 0.01% | Add +7.9% | 1,398 | $105K |
| Highland Investment Advisors LLC | 0.05% | — | 1,373 | $104K |
| Forum Finance Group S.A. | 0.03% | New | 1,584 | $97K |
| Single Point Partners, LLC | 0.02% | Add +23.7% | 13,393 | $96K |
| Horizon Investments, LLC | 0.00% | Reduce -49.2% | 1,256 | $96K |
| Strengthening Families & Communities, LLC | 0.02% | Add +16.6% | 1,216 | $93K |
| Breakwater Investment Management | 0.03% | No change | 1,155 | $88K |
| Howe & Rusling Inc. | 0.01% | Add +0.3% | 1,150 | $88K |
| LifeSteps Financial, Inc. | 0.04% | New | 1,061 | $81K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -93.7% | 1,025 | $78K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 1,000 | $76K |
| CX Institutional | 0.00% | Add +1.1% | 960 | $73K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.9% | 952 | $72K |
| Clearstead Trust, LLC | 0.01% | No change | 935 | $71K |
| Grove Bank & Trust | 0.01% | Add +22.2% | 935 | $71K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.3% | 905 | $69K |
| Montag A & Associates Inc. | 0.00% | No change | 859 | $65K |
| Fiduciary Financial Advisors | 0.01% | New | 764 | $58K |
| Acumen Wealth Advisors, LLC | 0.01% | Reduce -53.4% | 724 | $55K |
| Financial Perspectives, Inc | 0.01% | Add +58.2% | 712 | $54K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 697 | $53K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 681 | $52K |
| New Republic Capital, LLC | 0.01% | Add +25.8% | 673 | $51K |
| Archer Investment Corp | 0.01% | Add +12.4% | 618 | $47K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 581 | $44K |
| TFC Financial Management, Inc. | 0.00% | Add +1.1% | 568 | $43K |
| Wellington-Altus USA Inc. | 0.03% | No change | 616 | $42K |
| Golden State Wealth Management, LLC | 0.00% | No change | 536 | $41K |
| Copia Wealth Management | 0.02% | No change | 530 | $40K |
| Caitlin John, LLC | 0.02% | No change | 500 | $38K |
| Rossmore Private Capital | 0.00% | No change | 500 | $38K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 499 | $38K |
| Harborfront Financial Group LLC | 0.14% | — | 491 | $37K |
| XP Advisory US, Inc. | 0.02% | — | 480 | $37K |
| Mascoma Wealth Management LLC | 0.01% | No change | 465 | $35K |
| International Assets Investment Management, LLC | 0.00% | Add +0.4% | 466 | $35K |
| Allworth Financial LP | 0.00% | Add +39.7% | 447 | $34K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 430 | $33K |
| 10Elms LLP | 0.01% | Reduce -57.1% | 400 | $30K |
| Index Technologies Group LLC | 0.02% | New | 395 | $30K |
| Quantum Portfolio Management LLC | 0.01% | New | 395 | $30K |
| Motco | 0.00% | No change | 310 | $24K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -2.6% | 298 | $23K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 292 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 264 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -37.7% | 261 | $20K |
| Key Capital Management, INC | 0.01% | New | 259 | $20K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 258 | $20K |
| Covestor Ltd | 0.01% | Reduce -2.0% | 244 | $19K |
| Centennial Bank | 0.01% | No change | 209 | $16K |
| Noble Wealth Management PBC | 0.01% | Reduce -48.2% | 200 | $15K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 197 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 194 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -3.9% | 175 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 157 | $12K |
| Vanguard Advisers Inc. | 0.00% | Reduce -2.5% | 156 | $12K |
| Ancora Advisors LLC | 0.00% | No change | 156 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 150 | $11K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 145 | $11K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 144 | $11K |
| Westfuller Advisors, LLC | 0.00% | New | 142 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 129 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 117 | $9K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 116 | $9K |
| Pioneer Family Office, LLC | 0.00% | No change | 110 | $8K |
| CKW Financial Group | 0.00% | Add +17.8% | 106 | $8K |
| JPL Wealth Management, LLC | 0.00% | No change | 94 | $7K |
| Bogart Wealth, LLC | 0.00% | Reduce -1.1% | 94 | $7K |
| SHP Wealth Management | 0.00% | Add +49.1% | 85 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 77 | $6K |
| Bokf, NA | 0.00% | New | 74 | $6K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -55.4% | 70 | $5K |
| Smithfield Trust Co | 0.00% | No change | 61 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 59 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 40 | $3K |
| Bfsg, LLC | 0.00% | No change | 32 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 29 | $2K |
| NFSG Corp | 0.00% | No change | 27 | $2K |
| Pflug Koory, LLC | 0.00% | Add +4.0% | 26 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 20 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 16 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 16 | $1K |
| NBT Bank, N.A. | 0.00% | New | 15 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | New | 85,904 | $1K |
| Rothschild Investment LLC | 0.00% | New | 4 | $304 |
"% 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.