Ishrs AI in and Tech Act ETFBAIETF
13F holders, Q4 2025 (December 31)511holders +125
102new positions
15sold out
3famous investors
$33.31avg. 13F price*
At the end of Q4 2025, 511 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 125 from Q3 2025. 102 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($779.4M) and JPMorgan Chase & Co. ($540.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishrs AI in and Tech Act ETF
- Filed as
- BLACKROCK ETF TRUST (Q4 2025)
- CUSIP
- 09290C780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $969.0M |
| Exits | 15 | $7.4M |
All 13F filers, Q3 2025 → Q4 2025: 66,775,726 shares bought and 690,031 shares sold, net +66,085,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Envestnet Asset Management Inc. | 0.57% | Add +2.5% | 57,880,516 | $1.9B |
| LPL Financial LLC | 0.21% | Add +17.8% | 23,406,351 | $779.4M |
| JPMorgan Chase & Co. | 0.04% | Add +89.3% | 16,235,223 | $540.6M |
| Dynasty Wealth Management, LLC | 3.90% | New | 11,940,004 | $397.6M |
| Morgan Stanley | 0.01% | Add +40.2% | 6,893,721 | $229.6M |
| Ameriprise Financial Inc. | 0.05% | Add +152.2% | 6,848,004 | $228.0M |
| Park Avenue Securities LLC | 1.62% | Add +9.4% | 5,733,012 | $190.9M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +4.6% | 5,520,465 | $183.8M |
| OpenArc Corporate Advisory, LLC | 2.93% | — | 5,321,220 | $177.2M |
| MML Investors Services, LLC | 0.42% | Add +19.6% | 5,187,871 | $172.8M |
| Bank of America Corp. | 0.01% | New | 5,135,812 | $171.0M |
| Cwm, LLC | 0.46% | Add +5.6% | 5,120,639 | $170.5M |
| Sagespring Wealth Partners, LLC | 2.83% | New | 4,670,219 | $155.5M |
| Cetera Investment Advisers | 0.16% | Add +12.6% | 4,303,094 | $143.3M |
| Janney Montgomery Scott LLC | 0.25% | Add +6.4% | 3,264,997 | $108.7M |
| NewEdge Advisors, LLC | 0.37% | Add +15.1% | 3,089,187 | $102.9M |
| Bank of New York Mellon Corp | 0.02% | Add +13.3% | 2,897,917 | $96.5M |
| Raymond James Financial Inc. | 0.03% | Add +96.8% | 2,716,962 | $90.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +50.3% | 2,467,105 | $82.2M |
| Sofi Wealth, LLC | 4.09% | Add +39.5% | 2,461,727 | $82.0M |
| OneDigital Investment Advisors LLC | 0.73% | Add +5.6% | 2,230,296 | $74.3M |
| Merit Financial Group, LLC | 0.58% | Add +30.6% | 2,167,273 | $72.2M |
| Foundations Investment Advisors, LLC | 0.94% | Add +11.4% | 2,147,987 | $71.5M |
| JB Capital LLC | 2.83% | Add +9.3% | 2,081,379 | $69.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +32.5% | 1,961,356 | $65.9M |
| Advocacy Wealth Management, LLC | 2.16% | Add +9.1% | 1,548,340 | $51.6M |
| Stifel Financial Corp. | 0.05% | Add +16.3% | 1,547,595 | $51.5M |
| United Capital Financial Advisors, LLC | 0.30% | Add +3.7% | 1,491,523 | $49.7M |
| Sanctuary Advisors, LLC | 0.27% | Add +15.7% | 1,483,384 | $49.4M |
| Destination Wealth Management | 1.22% | New | 1,401,203 | $46.7M |
| BlackRock, Inc. | 0.00% | Add +41.2% | 1,294,007 | $43.1M |
| Abundance Wealth Counselors | 6.19% | Reduce -0.0% | 1,100,684 | $36.7M |
| Osaic Holdings, Inc. | 0.05% | Add +87.2% | 1,060,667 | $35.3M |
| Parcion Private Wealth LLC | 2.10% | Reduce -1.9% | 1,034,774 | $34.5M |
| Quotient Wealth Partners, LLC | 0.87% | New | 982,631 | $32.7M |
| Ascent Group, LLC | 1.05% | Add +7.5% | 925,958 | $30.8M |
| AE Wealth Management LLC | 0.18% | Add +7.3% | 924,917 | $30.8M |
| Austin Private Wealth, LLC | 2.11% | Add +4.6% | 845,384 | $28.2M |
| Atria Investments, Inc | 0.30% | Add +9.4% | 799,210 | $26.6M |
| Integrity Alliance, Llc. | 0.96% | Add +68.5% | 788,337 | $26.3M |
| Integrated Wealth Concepts LLC | 0.31% | Add +61.8% | 777,441 | $25.9M |
| Royal Bank of Canada | 0.00% | Add +36.7% | 753,054 | $25.1M |
| CreativeOne Wealth, LLC | 0.61% | Add +8.3% | 752,544 | $25.1M |
| UBS Group AG | 0.00% | Add +149.0% | 682,077 | $22.7M |
| Truist Financial Corp. | 0.03% | Add +7.4% | 674,713 | $22.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.32% | Add +25.5% | 664,625 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +29.0% | 657,345 | $21.9M |
| Icon Wealth Advisors, LLC | 1.37% | Add +7.1% | 616,023 | $20.5M |
| Mariner, LLC | 0.02% | Add +112.9% | 595,021 | $19.8M |
| US Bancorp \de | 0.02% | Add +7.0% | 590,868 | $19.7M |
| Sharkey, Howes & Javer | 2.41% | Add +6.9% | 570,464 | $19.0M |
| IHT Wealth Management, LLC | 0.44% | Add +52.1% | 538,317 | $17.9M |
| Mgo One Seven LLC | 0.36% | Add +65.0% | 522,878 | $17.4M |
| Scarborough Advisors, LLC | 2.87% | Add +4.5% | 510,319 | $17.0M |
| Patton Albertson Miller Group, LLC | 1.97% | New | 503,874 | $16.8M |
| Shepherd Financial Partners LLC | 1.54% | Add +11.5% | 498,801 | $16.6M |
| Equitable Holdings, Inc. | 0.11% | Add +43.1% | 484,232 | $16.1M |
| CFS Investment Advisory Services, LLC | 1.16% | Add +9.3% | 476,279 | $15.9M |
| West Wealth Group, LLC | 3.24% | Add +10.8% | 468,407 | $15.6M |
| MA Private Wealth | 2.50% | New | 450,128 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +23.9% | 450,121 | $15.0M |
| Horst & Graben Wealth Management LLC | 2.26% | Add +4.6% | 449,270 | $15.0M |
| SteelPeak Wealth, LLC | 0.48% | Reduce -2.8% | 438,293 | $14.6M |
| Stone House Investment Management, LLC | 2.19% | Add +1.0% | 424,480 | $14.1M |
| KWB Wealth | 1.33% | Add +107.3% | 422,954 | $14.1M |
| Centerline Wealth Advisors, LLC | 5.01% | New | 415,575 | $13.8M |
| Tsfg, LLC | 2.04% | Add +68.8% | 410,352 | $13.7M |
| Private Advisor Group, LLC | 0.06% | Add +67.8% | 409,014 | $13.6M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +17.4% | 396,234 | $13.2M |
| Triad Wealth Partners, LLC | 1.23% | Add +32.5% | 389,258 | $13.0M |
| High Falls Advisors, Inc | 2.61% | Add +14.2% | 386,610 | $12.9M |
| Unique Wealth, LLC | 1.76% | New | 378,295 | $12.6M |
| Physician Wealth Advisors, Inc. | 1.71% | Add +8.5% | 369,035 | $12.3M |
| Security Financial Services, INC. | 1.90% | Add +7.9% | 363,172 | $12.1M |
| Keystone Financial Group | 0.89% | Add +34.0% | 359,189 | $12.0M |
| Eq LLC | 3.45% | Add +27.0% | 359,082 | $12.0M |
| NorthRock Partners, LLC | 0.20% | Add +115.0% | 354,467 | $11.8M |
| Tennessee Valley Asset Management Partners | 1.50% | Add +6.6% | 346,888 | $11.6M |
| Perennial Investment Advisors, LLC | 0.91% | Add +59.0% | 344,594 | $11.5M |
| Stokes Family Office, LLC | 1.01% | New | 332,388 | $11.1M |
| McMorgan & Co. LLC | 1.80% | Add +4.7% | 327,075 | $10.9M |
| Kelly Financial Services LLC | 2.70% | Add +8.2% | 323,351 | $10.8M |
| Farther Finance Advisors, LLC | 0.12% | Add +59.8% | 322,376 | $10.7M |
| PAX Financial Group, LLC | 1.85% | Add +14.9% | 321,754 | $10.7M |
| Strategic Blueprint, LLC | 0.62% | Add +21.0% | 313,574 | $10.4M |
| One Wealth Advisors, LLC | 1.27% | Add +10.5% | 311,303 | $10.4M |
| Blue Edge Capital, LLC | 1.39% | New | 311,086 | $10.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.24% | — | 309,850 | $10.3M |
| Beacon Financial Group | 0.99% | Add +11.1% | 297,988 | $9.9M |
| Buttonwood Financial Group, LLC | 5.23% | Reduce -34.7% | 286,881 | $9.8M |
| Trek Financial, LLC | 0.56% | Add +7.1% | 291,996 | $9.7M |
| Wealth Alliance, LLC | 0.91% | Add +16.6% | 279,103 | $9.3M |
| Midwest Capital Advisors, LLC | 4.29% | Add +9.8% | 269,016 | $9.0M |
| Global Retirement Partners, LLC | 0.16% | Add +61.5% | 268,415 | $8.9M |
| Arax Advisory Partners | 0.26% | New | 267,829 | $8.9M |
| Almanack Investment Partners, LLC. | 1.50% | Add +2.6% | 264,357 | $8.8M |
| ONE Advisory Partners, LLC | 2.65% | Add +6.4% | 263,590 | $8.8M |
| Detalus Advisors, LLC | 2.13% | Reduce -0.3% | 262,184 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +90.8% | 259,744 | $8.6M |
| Swmg, LLC | 2.36% | Add +9.1% | 247,031 | $8.5M |
| Keystone Financial Services | 2.56% | Add +115.8% | 254,491 | $8.5M |
| Greater Midwest Financial Group, LLC | 4.66% | New | 250,397 | $8.3M |
| Kilter Group LLC | 3.69% | Add +13.4% | 249,411 | $8.3M |
| Cypress Wealth Services, LLC | 1.15% | Add +17.7% | 248,993 | $8.3M |
| Bush Investment Group, LLC | 4.53% | Add +3.6% | 243,329 | $8.1M |
| Cardinal Strategic Wealth Guidance | 2.12% | Add +127.7% | 243,062 | $8.1M |
| Vise Technologies, Inc. | 0.16% | Add +157.2% | 242,568 | $8.1M |
| Apeiron RIA LLC | 1.64% | Add +58.6% | 235,367 | $8.1M |
| Legacy Financial Group LLC | 0.98% | Add +4.8% | 243,221 | $7.9M |
| Regal Investment Advisors LLC | 0.47% | Add +31.7% | 234,591 | $7.8M |
| Brookstone Capital Management | 0.09% | Add +11.3% | 227,504 | $7.6M |
| Blue Trust, Inc. | 0.09% | Reduce -2.7% | 225,884 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +202.4% | 225,596 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Add +104.8% | 224,648 | $7.5M |
| Advisory Services Network, LLC | 0.11% | Add +11.5% | 224,327 | $7.5M |
| Ewa, LLC | 1.82% | Add +6.5% | 223,760 | $7.5M |
| World Investment Advisors | 0.12% | Add +391.9% | 222,738 | $7.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.57% | Add +20.2% | 222,402 | $7.4M |
| Tidemark, LLC | 2.10% | Add +10.9% | 222,116 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +114.5% | 220,135 | $7.3M |
| Cornerstone Wealth Group, LLC | 0.50% | New | 219,589 | $7.3M |
| Principal Securities, Inc. | 0.11% | Add +65.3% | 216,892 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +29.1% | 214,358 | $7.1M |
| Rothschild Wealth LLC | 0.68% | Add +126.3% | 212,014 | $7.1M |
| Ancora Advisors LLC | 0.14% | Add +234.0% | 209,284 | $7.0M |
| Invst, LLC | 0.75% | Reduce -5.4% | 208,325 | $6.9M |
| &partners | 0.04% | Add +18.3% | 203,966 | $6.8M |
| Avid Wealth Partners LLC | 3.19% | Add +55.0% | 195,817 | $6.5M |
| Lineweaver Wealth Advisors, LLC | 0.89% | Add +3.5% | 195,654 | $6.5M |
| JT Stratford LLC | 0.83% | Add +937.2% | 192,382 | $6.4M |
| ShoreHaven Wealth Partners, LLC | 2.27% | Reduce -12.1% | 189,893 | $6.3M |
| Capital Analysts, LLC | 0.17% | Add +12.1% | 186,708 | $6.2M |
| Mutual Advisors, LLC | 0.13% | Add +293.2% | 186,000 | $6.2M |
| Bay Harbor Wealth Management, LLC | 1.61% | Add +5.0% | 185,237 | $6.2M |
| Apollon Wealth Management, LLC | 0.10% | Add +49.5% | 180,403 | $6.0M |
| Assetmark, Inc. | 0.01% | Add +13.1% | 178,182 | $5.9M |
| WealthShield Partners, LLC | 0.64% | Add +11.2% | 173,302 | $5.8M |
| Fifth Third Wealth Advisors LLC | 0.20% | Add +1334.9% | 171,426 | $5.7M |
| Marks Group Wealth Management, Inc | 0.54% | Add +29.2% | 169,013 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +179.8% | 168,146 | $5.6M |
| Snowden Capital Advisors LLC | 0.14% | Add +8.9% | 164,341 | $5.5M |
| Synergy Investment Management, LLC | 1.93% | Add +16.4% | 163,857 | $5.5M |
| Quadrant Private Wealth Management, LLC | 0.89% | Add +19.9% | 163,156 | $5.4M |
| Sovran Advisors, LLC | 0.46% | Add +3.1% | 155,701 | $5.4M |
| Modern Wealth Management, LLC | 0.10% | Add +65.2% | 162,139 | $5.4M |
| TSA Wealth Managment LLC | 1.77% | Add +4.2% | 160,487 | $5.3M |
| Cobblestone Asset Management LLC | 2.32% | Add +5.9% | 155,372 | $5.2M |
| Diversify Wealth Management, LLC | 0.24% | New | 145,503 | $5.1M |
| StoneCrest Wealth Management, Inc. | 2.03% | Add +9.3% | 150,972 | $5.0M |
| Signet Financial Management, LLC | 0.56% | Add +22.1% | 150,324 | $5.0M |
| Integras Partners LLC | 3.88% | Reduce -3.0% | 144,113 | $4.8M |
| Vertex Planning Partners, LLC | 1.11% | Add +1.7% | 143,686 | $4.8M |
| Beacon Bridge Wealth Partners, LLC | 1.59% | New | 143,582 | $4.8M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +30.7% | 141,854 | $4.7M |
| Mayflower Financial Advisors, LLC | 0.57% | Add +9.9% | 140,578 | $4.7M |
| Intelligence Driven Advisers, LLC | 0.67% | New | 140,218 | $4.7M |
| SigFig Wealth Management, LLC | 0.14% | Add +6.0% | 139,420 | $4.6M |
| Twin Peaks Wealth Advisors, LLC | 1.35% | Add +27.8% | 130,884 | $4.6M |
| Independent Financial Group, LLC | 0.10% | Add +97.6% | 138,188 | $4.6M |
| WCG Wealth Advisors LLC | 0.13% | New | 137,297 | $4.6M |
| J.E. Simmons & Co., P.C. | 2.84% | — | 131,348 | $4.4M |
| Hobbs Wealth Management, LLC | 4.25% | Add +1.6% | 130,993 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +1762.5% | 129,425 | $4.3M |
| Keebeck Wealth Management | 0.49% | Add +33.9% | 128,671 | $4.3M |
| Peak Wealth Management LLC | 3.55% | — | 127,416 | $4.2M |
| Core Wealth Advisors, LLC | 3.33% | — | 126,881 | $4.2M |
| Embree Financial Group | 0.52% | Add +160.0% | 126,279 | $4.2M |
| Maia Wealth LLC | 0.71% | Reduce -11.6% | 121,499 | $4.2M |
| Daviman Financial, LLC | 2.43% | — | 124,226 | $4.1M |
| Gen-Wealth Partners Inc | 1.28% | Add +12.6% | 120,373 | $4.0M |
| True Vision MN LLC | 1.96% | Add +0.6% | 116,037 | $3.9M |
| SWP Financial LLC | 1.94% | Add +5.2% | 115,866 | $3.9M |
| Town Capital LLC | 3.15% | — | 115,683 | $3.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.45% | Add +30.3% | 111,980 | $3.7M |
| VestGen Advisors, LLC | 0.16% | Reduce -50.5% | 111,399 | $3.7M |
| Endeavor Private Wealth, Inc. | 1.03% | Add +97.4% | 107,849 | $3.6M |
| Cyndeo Wealth Partners, LLC | 0.19% | New | 107,428 | $3.6M |
| Curtis Wealth Management LLC | 3.07% | — | 102,149 | $3.5M |
| Lifelong Wealth Advisors, Inc. | 0.92% | Add +140.1% | 104,205 | $3.5M |
| Polaris Investment Advisors, LLC | 2.46% | — | 102,064 | $3.4M |
| Ashton Thomas Securities, LLC | 0.62% | Add +7.0% | 98,483 | $3.3M |
| Spectrum Planning & Advisory Services Inc. | 1.68% | Add +4.8% | 98,123 | $3.3M |
| Advyzon Investment Management, LLC | 0.38% | Add +736.8% | 98,086 | $3.3M |
| One Wealth Capital Management, LLC | 1.34% | Add +6.6% | 94,486 | $3.1M |
| Baird Financial Group, Inc. | 0.00% | Add +14.7% | 94,051 | $3.1M |
| IFP Advisors, Inc | 0.07% | Add +16.2% | 93,230 | $3.1M |
| Tradition Wealth Management, LLC | 0.22% | Add +4.9% | 93,028 | $3.1M |
| Csenge Advisory Group | 0.14% | Add +15.9% | 92,850 | $3.1M |
| Bedminster, LLC | 2.81% | — | 91,858 | $3.1M |
| Centurion Wealth Management LLC | 0.65% | Add +10.3% | 88,622 | $3.0M |
| Braun-Bostich & Associates Inc. | 1.78% | Add +6.8% | 86,544 | $2.9M |
| Simplicity Wealth,LLC | 0.17% | Add +19.6% | 84,334 | $2.8M |
| Pinion Investment Advisors, LLC | 0.68% | Add +25.7% | 83,229 | $2.8M |
| A4 Wealth Advisors LLC | 2.38% | Add +82.0% | 82,580 | $2.7M |
| Gateway Wealth Partners, LLC | 0.30% | Add +11.7% | 81,770 | $2.7M |
| LiftPoint Family Wealth Advisors LLC | 2.32% | — | 81,675 | $2.7M |
| Lantz Financial LLC | 0.57% | Add +21.7% | 80,994 | $2.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.84% | Add +158.2% | 80,025 | $2.7M |
| Liberty Wealth Management LLC | 0.34% | Add +8.6% | 79,719 | $2.6M |
| Shared Vision Wealth Group LLC | 1.06% | Add +11.4% | 75,468 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +19.0% | 77,964 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.1% | 77,204 | $2.6M |
| Sunbelt Securities, Inc. | 0.17% | Add +58.0% | 75,365 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +10.7% | 74,623 | $2.5M |
| PFG Advisors | 0.12% | Add +206.5% | 72,891 | $2.4M |
| CoreCap Advisors, LLC | 0.08% | Add +50.5% | 70,881 | $2.4M |
| Theory Financial LLC | 0.79% | Add +7.7% | 68,212 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 2.35% | — | 70,584 | $2.4M |
| FFG Retirement Advisors LLC | 1.46% | Add +51.0% | 70,446 | $2.3M |
| Berbice Capital Management LLC | 1.39% | Add +14.5% | 69,608 | $2.3M |
| Global Wealth Strategies & Associates | 0.57% | Add +15.9% | 68,932 | $2.3M |
| KM Capital Management Ltd. | 1.17% | New | 68,681 | $2.3M |
| United Advisor Group, LLC | 0.29% | Add +422.5% | 68,456 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 67,761 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.52% | Add +88.4% | 67,208 | $2.2M |
| Cornerstone Planning Group LLC | 0.35% | Add +11.3% | 61,769 | $2.2M |
| May Hill Capital, LLC | 0.60% | Add +29.8% | 66,284 | $2.2M |
| Hopwood Nicholas Hunter | 0.71% | — | 65,370 | $2.2M |
| Hoxton Planning & Management, LLC | 0.65% | Add +7.1% | 65,027 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.10% | New | 64,867 | $2.2M |
| Panoramic Investment Advisors, LLC | 1.17% | Add +114.3% | 64,752 | $2.2M |
| M1 Capital Management LLC | 0.89% | Add +21.2% | 64,185 | $2.1M |
| Davis Wealth Advisors, LLC | 1.73% | Add +18.9% | 62,560 | $2.1M |
| Redwood Investment Management, LLC | 0.23% | Add +179.0% | 62,332 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -6.4% | 61,311 | $2.0M |
| Tyche Wealth Partners LLC | 0.32% | Add +33.1% | 60,788 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.76% | Add +5.8% | 60,750 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.07% | Add +3.3% | 59,774 | $2.0M |
| WealthPoint Financial, LLC | 1.71% | — | 58,930 | $2.0M |
| Diversify Advisory Services, LLC | 0.06% | Add +56.0% | 55,892 | $2.0M |
| RFG Advisory, LLC | 0.04% | Add +7.2% | 57,690 | $1.9M |
| Verus Capital Partners, LLC | 0.13% | Add +8.2% | 57,443 | $1.9M |
| Renaissance Technologies | 0.00% | Add +74.7% | 56,600 | $1.9M |
| Uptick Partners, LLC | 0.39% | New | 55,480 | $1.8M |
| Journey Strategic Wealth LLC | 0.05% | Add +824.8% | 55,134 | $1.8M |
| WealthTrak Capital Management LLC | 1.31% | Add +72.3% | 55,131 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Add +7.5% | 54,852 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +6.0% | 52,569 | $1.8M |
| Chatterton & Associates Inc. | 1.48% | — | 51,964 | $1.7M |
| Archer Investment Management, LLC | 0.93% | New | 51,788 | $1.7M |
| Retirement Wealth Solutions LLC | 1.09% | Add +1.2% | 51,723 | $1.7M |
| Wealth Quarterback LLC | 0.62% | New | 51,347 | $1.7M |
| RCS Financial Planning, LLC | 0.73% | Add +17.4% | 50,893 | $1.7M |
| Western Wealth Management, LLC | 0.08% | Add +375.9% | 50,127 | $1.7M |
| Frisch Financial Group, Inc. | 0.37% | Add +110.5% | 50,012 | $1.7M |
| WealthPLAN Partners, LLC | 0.24% | Add +11.0% | 48,383 | $1.6M |
| LifePlan Investment Advisors, Inc. | 0.65% | Add +2.5% | 48,211 | $1.6M |
| Absolute Capital Management, LLC | 0.58% | Add +72.5% | 47,711 | $1.6M |
| Blalock Williams, LLC | 1.26% | Add +17.9% | 47,366 | $1.6M |
| Wealthgarden F.S. LLC | 1.03% | Add +7.7% | 45,271 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +25.1% | 46,464 | $1.5M |
| Mark Sheptoff Financial Planning, LLC | 0.73% | Add +1.4% | 45,864 | $1.5M |
| IFG Advisory, LLC | 0.07% | Add +9.9% | 45,452 | $1.5M |
| Commonwealth Retirement Investments LLC | 0.49% | Add +9.8% | 45,319 | $1.5M |
| BCU Wealth Advisors, LLC | 0.55% | Add +6.8% | 43,400 | $1.4M |
| J.M. Arbour, LLC | 1.39% | — | 41,930 | $1.4M |
| Strategic Financial Concepts, LLC | 1.27% | New | 41,874 | $1.4M |
| Keystone Wealth Services, LLC | 0.29% | Add +8.5% | 41,304 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +9.0% | 40,980 | $1.4M |
| Vantage Point Financial LLC | 0.48% | Add +28.5% | 40,698 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +193.8% | 40,223 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Add +1.8% | 40,015 | $1.3M |
| Integrity Advisory Solutions, LLC | 0.19% | Add +132.0% | 39,486 | $1.3M |
| First Heartland Consultants, Inc. | 0.10% | Add +5.9% | 39,162 | $1.3M |
| Advus Financial Partners, LLC | 0.31% | Add +85.3% | 38,978 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +9.4% | 37,860 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +30.2% | 37,789 | $1.3M |
| Choreo, LLC | 0.02% | New | 36,924 | $1.2M |
| AQR Capital Management | 0.00% | Add +20.5% | 37,042 | $1.2M |
| XY Planning Network, Inc. | 0.21% | New | 36,418 | $1.2M |
| Private Wealth Partners, LLC | 0.09% | New | 36,200 | $1.2M |
| BlackDiamond Wealth Management, LLC | 0.58% | Add +11.3% | 33,521 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.32% | Add +1.0% | 35,496 | $1.2M |
| Interchange Capital Partners, LLC | 0.22% | Add +3.8% | 35,278 | $1.2M |
| Ridgeline Wealth Planning, LLC | 0.83% | New | 35,139 | $1.2M |
| Saxony Capital Management, LLC | 0.71% | New | 34,689 | $1.2M |
| Clearview Wealth Advisors LLC | 0.73% | Add +143.2% | 34,505 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | — | 34,463 | $1.1M |
| Northland Securities, Inc. | 1.10% | — | 34,372 | $1.1M |
| ORG Partners LLC | 0.20% | Add +37.6% | 34,346 | $1.1M |
| Capital Investment Management, Inc. | 0.40% | — | 34,136 | $1.1M |
| Creative Financial Designs Inc. | 0.07% | Add +71.4% | 33,604 | $1.1M |
| Capital Asset Managemnet, LLC | 1.23% | — | 32,288 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | Add +161.8% | 32,698 | $1.1M |
| Sutton Place Investors LLC | 0.60% | Add +7.4% | 32,613 | $1.1M |
| Stephen J. Garry & Associates, LLC | 0.82% | Add +2.9% | 31,005 | $1.0M |
| Mosley Wealth Management | 0.46% | — | 27,985 | $1000K |
| Raleigh Capital Management Inc. | 0.36% | Add +10.0% | 29,990 | $999K |
| Leigh Baldwin & Co., LLC | 0.66% | New | 29,929 | $997K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 29,898 | $996K |
| Sageworth Trust Co | 0.04% | New | 29,693 | $989K |
| Summit Wealth Partners, LLC | 0.18% | New | 29,226 | $973K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -1.6% | 28,776 | $958K |
| Harbour Investments, Inc. | 0.02% | Add +15.3% | 28,595 | $952K |
| Sigma Planning Corp | 0.03% | Add +16.0% | 28,445 | $947K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +249.3% | 27,382 | $943K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4198.3% | 28,197 | $939K |
| Integrated Wealth Management | 1.05% | — | 27,982 | $932K |
| Unify Financial Advisors | 0.97% | — | 27,771 | $925K |
| Smartleaf Asset Management LLC | 0.03% | Add +80.6% | 26,977 | $908K |
| Signal Advisors Wealth, LLC | 0.07% | Add +4.4% | 27,159 | $904K |
| Horizon Wealth Management, LLC | 0.14% | Add +136.2% | 27,004 | $899K |
| OMNI 360 Wealth, Inc. | 0.45% | New | 25,795 | $886K |
| Fairvoy Private Wealth, LLC | 0.20% | New | 26,315 | $876K |
| Vantus Wealth LLC | 0.64% | — | 25,953 | $864K |
| Richmond Investment Services, LLC | 0.15% | Add +77.8% | 25,742 | $857K |
| Tempus Wealth Planning, LLC | 0.20% | Add +11.3% | 25,625 | $853K |
| Cassilly Financial Group LLC | 0.75% | — | 25,452 | $848K |
| Maripau Wealth Management LLC | 0.39% | Add +2.2% | 25,181 | $839K |
| Optivise Advisory Services LLC | 0.47% | Add +43.6% | 24,282 | $809K |
| W Advisors, LLC | 0.40% | Add +12.6% | 24,073 | $802K |
| Family Manage LLC | 0.10% | Add +3.9% | 22,705 | $756K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 22,646 | $754K |
| DecisionMap Wealth Management, LLC | 0.46% | New | 22,404 | $746K |
| Comerica Bank | 0.00% | Add +1.3% | 22,333 | $744K |
| MKT Advisors LLC | 0.25% | Add +7.0% | 21,789 | $742K |
| Atlatl Advisers LLC | 0.28% | Add +10.5% | 22,117 | $736K |
| Belpointe Asset Management LLC | 0.03% | Add +103.2% | 22,105 | $736K |
| Kickstand Ventures, Llc. | 0.15% | Add +71.8% | 22,054 | $734K |
| Summit Financial, LLC | 0.01% | Add +56.8% | 21,799 | $726K |
| Catalina Capital Group, LLC | 0.44% | Add +59.1% | 21,586 | $719K |
| RDA Financial Network | 0.17% | Add +1.6% | 21,559 | $718K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.6% | 21,179 | $705K |
| Beacon Financial Advisory LLC | 0.16% | Add +12.3% | 21,174 | $705K |
| Two West Capital Advisors LLC | 0.41% | Add +29.8% | 21,002 | $699K |
| M Holdings Securities, Inc. | 0.05% | New | 20,922 | $697K |
| PUREfi Wealth, LLC | 0.53% | Add +233.8% | 20,913 | $696K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +94.3% | 20,587 | $686K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -12.1% | 20,265 | $675K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | Add +12.6% | 19,793 | $659K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 19,669 | $655K |
| Accelerate Investment Advisors LLC | 0.44% | Add +8.7% | 19,622 | $653K |
| Avantra Family Wealth, Inc. | 0.47% | Add +0.3% | 19,440 | $647K |
| Aspire Private Capital, LLC | 0.14% | Add +2.3% | 19,367 | $645K |
| Contango Wealth Management LLC | 0.72% | — | 19,335 | $644K |
| Asempa Wealth Advisors | 0.55% | — | 19,297 | $643K |
| DAVENPORT & Co LLC | 0.00% | Add +19.5% | 19,271 | $642K |
| TritonPoint Partners, LLC | 0.34% | — | 19,091 | $636K |
| Resurgent Financial Advisors LLC | 0.31% | Add +8.7% | 18,717 | $623K |
| Lifeworks Advisors, LLC | 0.08% | Add +14.6% | 18,475 | $615K |
| FWG Investments, LLC. | 0.38% | Add +24.3% | 18,005 | $600K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +40.7% | 18,003 | $600K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.6% | 17,996 | $599K |
| Semus Wealth Partners LLC | 0.32% | Add +11.3% | 17,947 | $598K |
| QRG Capital Management, Inc. | 0.01% | Add +0.1% | 17,480 | $582K |
| Arete Wealth Advisors, LLC | 0.04% | Add +38.3% | 17,129 | $570K |
| Pinnacle Associates Ltd. | 0.01% | New | 17,038 | $567K |
| Ameritas Advisory Services, LLC | 0.02% | Add +240.5% | 17,024 | $567K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.2% | 16,424 | $547K |
| MN Wealth Advisors, LLC | 0.28% | Add +11.5% | 16,403 | $546K |
| World Equity Group, Inc. | 0.15% | Reduce -25.1% | 16,220 | $540K |
| NWF Advisory Services Inc. | 0.06% | New | 16,043 | $534K |
| Golden State Wealth Management, LLC | 0.06% | Add +34.2% | 15,702 | $523K |
| Regimen Wealth, LLC | 0.15% | Reduce -0.5% | 15,701 | $523K |
| Private Trust Co. NA | 0.05% | Add +14.5% | 15,504 | $516K |
| GWN Securities Inc. | 0.10% | New | 15,434 | $514K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 15,237 | $507K |
| Lantern Wealth Advisors, LLC | 0.27% | Add +22.9% | 14,986 | $499K |
| Beto Financial Group, LLC | 0.33% | — | 14,183 | $492K |
| Alterna Wealth Management, Inc. | 0.40% | Add +2.8% | 14,466 | $482K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -6.3% | 14,295 | $476K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +6.3% | 14,272 | $475K |
| PFG Investments, LLC | 0.02% | Add +60.1% | 14,257 | $475K |
| GeoWealth Management, LLC | 0.02% | Reduce -73.0% | 14,058 | $468K |
| Sound Income Strategies, LLC | 0.02% | Add +61.3% | 13,198 | $461K |
| Creative Planning | 0.00% | Add +39.4% | 13,759 | $458K |
| MSH Capital Advisors LLC | 0.10% | Add +10.3% | 13,612 | $453K |
| Legacy Wealth Partners, LLC | 0.12% | — | 13,552 | $451K |
| GatePass Capital, LLC | 0.23% | Add +94.4% | 13,393 | $446K |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +47.4% | 13,218 | $440K |
| Lloyd Advisory Services, LLC. | 0.17% | Add +37.1% | 13,157 | $438K |
| Arcadia Wealth Management, LLC | 0.16% | Reduce -1.8% | 13,063 | $435K |
| Parkway Wealth Management Group, LLC | 0.06% | — | 12,851 | $428K |
| Able Wealth Management LLC | 0.13% | New | 12,800 | $426K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +8.5% | 12,702 | $423K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +7.4% | 12,517 | $417K |
| Traveka Wealth, LLC | 0.17% | New | 12,419 | $414K |
| VestGen Investment Management | 0.23% | Reduce -5.5% | 12,319 | $410K |
| Blue Capital, Inc. | 0.28% | New | 11,867 | $395K |
| Imprint Wealth LLC | 1.83% | Add +36.1% | 11,789 | $393K |
| Alta Wealth Advisors LLC | 0.13% | New | 11,665 | $388K |
| Spire Wealth Management | 0.01% | Add +2.7% | 11,506 | $383K |
| Fulcrum Equity Management | 0.36% | Add +1.7% | 11,375 | $379K |
| Vision Retirement, LLC | 0.10% | — | 11,363 | $378K |
| Concorde Asset Management, LLC | 0.15% | Add +64.3% | 11,298 | $376K |
| Ethos Financial Group, LLC | 0.03% | New | 11,218 | $374K |
| IPG Investment Advisors LLC | 0.07% | No change | 11,150 | $371K |
| Freedom Investment Management, Inc. | 0.11% | Reduce -28.0% | 11,098 | $370K |
| Fortis Capital Advisors, LLC | 0.05% | Add +1.0% | 10,988 | $366K |
| Nwam LLC | 0.02% | Reduce -61.8% | 10,464 | $362K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | New | 10,755 | $358K |
| Apex Wealth Management, LLC | 0.36% | Add +9.3% | 10,223 | $357K |
| Spinnaker Investment Group, LLC | 0.06% | Add +12.1% | 10,619 | $354K |
| Pacific Excel Wealth Advisors, Inc. | 0.65% | — | 10,285 | $343K |
| Magnus Financial Group LLC | 0.03% | Add +10.9% | 10,211 | $340K |
| Argent Trust Co | 0.01% | Add +22.2% | 9,965 | $332K |
| Betterment LLC | 0.00% | Add +19.2% | 9,921 | $330K |
| Elevated Financial Group LLC | 0.11% | — | 9,594 | $319K |
| Ascentis Independent Advisors | 0.05% | New | 9,325 | $311K |
| Aegis Wealth Management, Inc. | 0.24% | — | 9,239 | $308K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.2% | 9,225 | $307K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +25.5% | 9,200 | $306K |
| Kovack Advisors, Inc. | 0.01% | New | 9,152 | $305K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.0% | 9,115 | $304K |
| OneAscent Financial Services LLC | 0.03% | New | 8,973 | $299K |
| Magnolia Private Wealth, LLC | 0.21% | New | 8,949 | $298K |
| Gotham Asset Management | 0.00% | New | 8,798 | $293K |
| Oregon Pacific Wealth Management, LLC | 0.30% | New | 8,598 | $286K |
| Bison Wealth, LLC | 0.03% | New | 8,346 | $279K |
| Pinnacle Family Advisors, LLC | 0.12% | New | 8,219 | $274K |
| Cape Investment Advisory, Inc. | 0.08% | Add +15.0% | 8,043 | $268K |
| BAM Wealth Management, LLC | 0.19% | Add +1.6% | 8,042 | $268K |
| FLP Wealth Management, LLC | 0.62% | Add +30.4% | 7,852 | $261K |
| Cascade Investment Group, Inc. | 0.17% | Add +9.9% | 7,750 | $258K |
| Yukon Wealth Management, Inc. | 0.15% | New | 7,829 | $256K |
| Latitude Advisors, LLC | 0.11% | New | 7,641 | $254K |
| Emergent Wealth Advisors, LLC | 0.14% | New | 7,447 | $248K |
| LongView Wealth Management | 0.06% | New | 7,079 | $246K |
| Stirlingshire Investments, Inc. | 0.21% | — | 7,259 | $242K |
| Strategy Asset Managers LLC | 0.04% | New | 7,074 | $236K |
| DSG Capital Advisors, LLC | 0.04% | Reduce -20.6% | 6,753 | $234K |
| Bensler, LLC | 0.02% | New | 6,961 | $232K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 6,960 | $232K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +4.5% | 6,899 | $230K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -0.6% | 6,863 | $229K |
| Waldron Private Wealth LLC | 0.01% | Add +1.6% | 6,761 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 6,679 | $222K |
| Continuum Advisory, LLC | 0.02% | New | 6,672 | $222K |
| Syntegra Private Wealth Group, LLC | 0.02% | Add +0.7% | 6,610 | $220K |
| Trinity Wealth Management, LLC | 0.08% | New | 6,585 | $219K |
| GFI Investment Counsel Ltd. | 0.02% | New | 6,490 | $216K |
| Lockerman Financial Group, Inc. | 0.41% | New | 6,433 | $214K |
| Empirical Asset Management, LLC | 0.06% | Reduce -15.5% | 6,332 | $211K |
| GTS Securities LLC | 0.01% | New | 6,280 | $209K |
| Kestra Investment Management, LLC | 0.01% | New | 6,146 | $205K |
| Independent Wealth Advisors LLC | 0.21% | — | 6,047 | $201K |
| Herbst Group, LLC | 0.12% | New | 6,035 | $201K |
| Financial Management Professionals, Inc. | 0.02% | Add +5.4% | 5,674 | $189K |
| Northwest Capital Management Inc | 0.78% | Reduce -59.1% | 5,400 | $180K |
| New Republic Capital, LLC | 0.04% | Add +6.5% | 4,996 | $166K |
| Key Capital Management, INC | 0.16% | — | 4,931 | $164K |
| Kingdom Financial Group LLC. | 0.04% | New | 4,353 | $145K |
| Wells Fargo & Company | 0.00% | Add +145.3% | 4,156 | $138K |
| Centaurus Financial, Inc. | 0.01% | New | 3,977 | $132K |
| Simplex Trading, LLC | 0.00% | Add +523.0% | 3,657 | $122K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +814.8% | 2,900 | $97K |
| REAP Financial Group, LLC | 0.02% | New | 2,658 | $89K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.9% | 2,477 | $82K |
| Geneos Wealth Management Inc. | 0.00% | Add +24.2% | 2,387 | $79K |
| Aptus Capital Advisors, LLC | 0.00% | Add +42.8% | 1,918 | $64K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,900 | $63K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +22.4% | 1,767 | $59K |
| Harbor Investment Advisory, LLC | 0.00% | Add +3.3% | 1,736 | $58K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.9% | 1,613 | $54K |
| MAI Capital Management | 0.00% | Add +745.3% | 1,437 | $48K |
| FMR LLC | 0.00% | Add +28340.0% | 1,422 | $47K |
| Bayban | 0.03% | — | 1,149 | $38K |
| Nemes Rush Group LLC | 0.00% | Add +531.6% | 1,099 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +38.6% | 977 | $33K |
| Team Financial Group, LLC | 0.01% | Add +59.6% | 964 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -91.4% | 922 | $31K |
| Hyposwiss Advisors SA | 0.03% | — | 825 | $27K |
| Salomon & Ludwin, LLC | 0.00% | Add +6.6% | 792 | $27K |
| Richardson Capital Management LLC | 0.01% | New | 732 | $24K |
| Fifth Third Bancorp | 0.00% | Add +79.1% | 727 | $24K |
| Signature Equity Partners, LLC | 0.01% | — | 673 | $22K |
| Wells Financial Advisors INC | 0.04% | New | 580 | $19K |
| Hurley Capital, LLC | 0.01% | New | 576 | $19K |
| Clark Wealth Partners | 0.01% | No change | 535 | $18K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -6.0% | 517 | $17K |
| Keystone Financial Group, Inc. | 0.01% | New | 515 | $17K |
| Ameriflex Group, Inc. | 0.01% | Add +3.9% | 501 | $17K |
| Key Financial Inc | 0.00% | New | 446 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 441 | $15K |
| 2UniFi Bank | 0.01% | New | 432 | $14K |
| Quent Capital, LLC | 0.00% | New | 427 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 403 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 400 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 382 | $13K |
| Roble, Belko & Company, Inc | 0.00% | No change | 363 | $12K |
| Curio Wealth, LLC | 0.00% | New | 341 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.5% | 334 | $11K |
| Rossby Financial, LCC | 0.00% | Add +16.4% | 334 | $11K |
| City State Bank | 0.00% | New | 310 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 300 | $10K |
| Tucker Asset Management LLC | 0.00% | New | 248 | $8K |
| Networth Advisors, LLC | 0.01% | — | 247 | $8K |
| Elyxium Wealth, LLC | 0.00% | New | 242 | $8K |
| Ransom Advisory, Ltd | 0.00% | New | 234 | $8K |
| Bank of Montreal | 0.00% | New | 215 | $7K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 204 | $7K |
| Operose Advisors LLC | 0.00% | New | 205 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 170 | $6K |
| Decker Retirement Planning Inc. | 0.00% | New | 134 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 114 | $4K |
| Trust Co. of Vermont | 0.00% | New | 108 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 100 | $3K |
| Center for Financial Planning, Inc. | 0.00% | New | 90 | $3K |
| Tompkins Financial Corp. | 0.00% | New | 50 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 49 | $2K |
| NorthAvenue LLC | 0.00% | — | 44 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 38 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 38 | $1K |
| SHP Wealth Management | 0.00% | — | 38 | $1K |
| NBT Bank, N.A. | 0.00% | New | 33 | $1K |
| Barrett & Company, Inc. | 0.00% | New | 30 | $983 |
| Proathlete Wealth Management LLC | 0.00% | Add +50.0% | 27 | $915 |
| Nvwm, LLC | 0.00% | New | 22 | $733 |
| United Financial Planning Group LLC | 0.00% | Reduce -95.8% | 15 | $500 |
| Allworth Financial LP | 0.00% | No change | 13 | $441 |
| CENTRAL TRUST Co | 0.00% | New | 8 | $267 |
"% of holder's portfolio" is BAI's weight in each manager's 13F, not the share of Ishrs AI in and Tech Act ETF the manager owns.