Ishrs AI in and Tech Act ETFBAIETF
13F holders, Q1 2026 (March 31)544holders +33
73new positions
39sold out
4famous investors
$32.92avg. 13F price*
At the end of Q1 2026, 544 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 33 from Q4 2025. 73 opened new positions and 39 sold out. The largest holders were Envestnet Asset Management Inc. ($2.2B), LPL Financial LLC ($901.7M) and Dynasty Wealth Management, LLC ($647.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2026)
- CUSIP
- 09290C780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $125.5M |
| Exits | 39 | $32.3M |
All 13F filers, Q4 2025 → Q1 2026: 60,833,532 shares bought and 2,831,035 shares sold, net +58,002,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 544 holders
| Envestnet Asset Management Inc. | 0.59% | Add +15.0% | 66,537,668 | $2.2B |
| LPL Financial LLC | 0.24% | Add +16.9% | 27,365,121 | $901.7M |
| Dynasty Wealth Management, LLC | 5.65% | Add +64.6% | 19,651,117 | $647.5M |
| JPMorgan Chase & Co. | 0.04% | Add +25.5% | 20,369,595 | $634.9M |
| Ameriprise Financial Inc. | 0.07% | Add +38.0% | 9,448,464 | $311.2M |
| Morgan Stanley | 0.02% | Add +31.9% | 9,094,623 | $299.7M |
| OpenArc Corporate Advisory, LLC | 3.74% | Add +49.0% | 7,930,885 | $261.3M |
| Sagespring Wealth Partners, LLC | 4.47% | Add +59.4% | 7,445,617 | $245.3M |
| Bank of America Corp. | 0.02% | Add +31.5% | 6,752,705 | $222.5M |
| Park Avenue Securities LLC | 1.61% | Add +8.8% | 6,238,515 | $205.6M |
| Cwm, LLC | 0.49% | Add +9.6% | 5,610,905 | $184.9M |
| Envestnet Portfolio Solutions, Inc. | 1.02% | Add +1.2% | 5,585,010 | $184.0M |
| MML Investors Services, LLC | 0.48% | Add +0.9% | 5,232,572 | $172.4M |
| Cetera Investment Advisers | 0.17% | Add +11.6% | 4,800,643 | $158.2M |
| Janney Montgomery Scott LLC | 0.30% | Add +14.0% | 3,721,827 | $122.6M |
| Raymond James Financial Inc. | 0.04% | Add +35.2% | 3,672,660 | $121.0M |
| NewEdge Advisors, LLC | 0.39% | Add +6.5% | 3,290,414 | $108.4M |
| Bank of New York Mellon Corp | 0.02% | Add +10.4% | 3,198,581 | $105.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +97735.4% | 2,837,228 | $93.5M |
| Commonwealth Equity Services, LLC | 0.13% | Add +12.5% | 2,775,736 | $91.5M |
| OneDigital Investment Advisors LLC | 0.86% | Add +19.9% | 2,674,692 | $88.1M |
| Sofi Wealth, LLC | 4.13% | Add +5.7% | 2,602,652 | $85.8M |
| Merit Financial Group, LLC | 0.62% | Add +16.1% | 2,517,315 | $82.9M |
| Foundations Investment Advisors, LLC | 0.99% | Add +13.0% | 2,427,719 | $80.0M |
| JB Capital LLC | 2.83% | Add +2.0% | 2,123,297 | $70.0M |
| Stifel Financial Corp. | 0.05% | Add +9.9% | 1,700,407 | $56.0M |
| Advocacy Wealth Management, LLC | 2.40% | Add +6.4% | 1,647,452 | $54.3M |
| Sanctuary Advisors, LLC | 0.29% | Add +8.2% | 1,605,454 | $52.9M |
| Osaic Holdings, Inc. | 0.08% | Add +50.9% | 1,600,978 | $52.8M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -19.2% | 1,584,679 | $51.8M |
| United Capital Financial Advisors, LLC | 0.31% | Add +1.6% | 1,516,138 | $49.7M |
| Destination Wealth Management | 1.27% | Add +5.5% | 1,478,750 | $48.7M |
| UBS Group AG | 0.01% | Add +82.2% | 1,242,743 | $40.9M |
| BlackRock, Inc. | 0.00% | Reduce -10.4% | 1,158,944 | $38.2M |
| Abundance Wealth Counselors | 5.27% | Add +1.2% | 1,114,217 | $36.7M |
| Royal Bank of Canada | 0.01% | Add +43.7% | 1,081,802 | $35.6M |
| Quotient Wealth Partners, LLC | 0.91% | Add +7.0% | 1,051,252 | $34.6M |
| AE Wealth Management LLC | 0.18% | Add +8.1% | 999,677 | $32.9M |
| Ascent Group, LLC | 1.11% | Add +5.1% | 973,080 | $32.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.77% | Add +42.3% | 945,924 | $31.2M |
| Icon Wealth Advisors, LLC | 1.94% | Add +17.1% | 721,285 | $29.9M |
| Cerity Partners LLC | 0.04% | New | 890,399 | $29.3M |
| Atria Investments, Inc | 0.33% | Add +11.3% | 889,500 | $29.3M |
| Integrated Wealth Concepts LLC | 0.23% | Add +11.4% | 865,863 | $28.5M |
| Integrity Alliance, Llc. | 1.06% | Add +7.3% | 845,898 | $27.9M |
| CreativeOne Wealth, LLC | 0.62% | Add +7.6% | 809,890 | $26.7M |
| Truist Financial Corp. | 0.03% | Add +10.0% | 742,434 | $24.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.3% | 738,319 | $24.3M |
| Arax Advisory Partners | 0.69% | Add +175.1% | 736,770 | $24.3M |
| Assetmark, Inc. | 0.05% | Add +311.2% | 732,673 | $24.1M |
| Equitable Holdings, Inc. | 0.15% | Add +46.6% | 709,777 | $23.6M |
| Parcion Private Wealth LLC | 1.46% | Reduce -31.0% | 714,233 | $23.5M |
| IHT Wealth Management, LLC | 0.52% | Add +27.1% | 683,919 | $22.5M |
| Patton Albertson Miller Group, LLC | 2.59% | Add +31.4% | 662,075 | $21.8M |
| Tennessee Valley Asset Management Partners | 2.79% | Add +84.8% | 641,141 | $21.1M |
| Unique Wealth, LLC | 2.89% | Add +67.7% | 634,211 | $20.9M |
| Scarborough Advisors, LLC | 2.26% | Add +23.0% | 627,606 | $20.7M |
| Shepherd Financial Partners LLC | 1.95% | Add +24.9% | 622,968 | $20.5M |
| Mgo One Seven LLC | 0.41% | Add +18.4% | 618,804 | $20.4M |
| Horst & Graben Wealth Management LLC | 2.77% | Add +6.0% | 476,114 | $20.2M |
| Triad Wealth Partners, LLC | 1.57% | Add +54.7% | 602,252 | $19.8M |
| Sharkey, Howes & Javer | 2.63% | Add +4.0% | 593,338 | $19.6M |
| CFS Investment Advisory Services, LLC | 1.34% | Reduce -0.3% | 475,072 | $19.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +166.9% | 572,123 | $18.9M |
| Wharton Business Group, LLC | 0.69% | New | 556,675 | $18.3M |
| Mariner, LLC | 0.02% | Reduce -7.3% | 551,902 | $18.2M |
| West Wealth Group, LLC | 3.33% | Add +9.1% | 511,188 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +11.9% | 503,816 | $16.6M |
| Centerline Wealth Advisors, LLC | 5.68% | Add +15.3% | 479,288 | $15.8M |
| Trek Financial, LLC | 0.83% | Add +62.5% | 474,421 | $15.6M |
| Stone House Investment Management, LLC | 2.77% | Add +10.7% | 469,968 | $15.5M |
| MA Private Wealth | 2.61% | Add +4.2% | 469,158 | $15.5M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Add +492.1% | 441,841 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Add +6.4% | 435,284 | $14.3M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +92.1% | 433,429 | $14.3M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +9.3% | 432,972 | $14.3M |
| Tsfg, LLC | 2.14% | Add +4.4% | 428,244 | $14.1M |
| KWB Wealth | 1.37% | Reduce -1.3% | 417,288 | $13.9M |
| SteelPeak Wealth, LLC | 0.44% | Reduce -3.8% | 421,583 | $13.9M |
| Keystone Financial Group | 0.95% | Add +16.6% | 418,803 | $13.8M |
| NorthRock Partners, LLC | 0.22% | Add +16.8% | 414,031 | $13.6M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +86.1% | 409,659 | $13.5M |
| Capital Analysts, LLC | 0.35% | Add +115.6% | 402,514 | $13.3M |
| Perennial Investment Advisors, LLC | 1.05% | Add +15.8% | 399,006 | $13.1M |
| Jane Street Group, LLC | 0.01% | New | 392,035 | $12.9M |
| Gateway Wealth Partners, LLC | 0.50% | Add +375.1% | 388,529 | $12.8M |
| Eq LLC | 3.59% | Add +7.7% | 386,872 | $12.7M |
| Physician Wealth Advisors, Inc. | 1.77% | Add +4.7% | 386,284 | $12.7M |
| Security Financial Services, INC. | 2.01% | Add +6.0% | 384,843 | $12.7M |
| Storen Legacy Partners, LLC | 3.84% | New | 372,014 | $12.3M |
| Farther Finance Advisors, LLC | 0.12% | Add +11.5% | 359,498 | $12.2M |
| PAX Financial Group, LLC | 2.00% | Add +10.8% | 356,430 | $11.7M |
| Buttonwood Financial Group, LLC | 7.17% | Add +23.3% | 353,593 | $11.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.30% | Add +9.7% | 339,894 | $11.2M |
| Kelly Financial Services LLC | 2.70% | Add +5.2% | 340,183 | $11.2M |
| Stokes Family Office, LLC | 1.14% | Add +1.3% | 336,584 | $11.1M |
| One Wealth Advisors, LLC | 1.36% | Add +6.7% | 332,160 | $10.9M |
| Strategic Blueprint, LLC | 0.63% | Add +5.7% | 331,349 | $10.9M |
| McMorgan & Co. LLC | 1.77% | Add +1.3% | 331,308 | $10.9M |
| Wealth Alliance, LLC | 1.08% | Add +18.6% | 330,917 | $10.9M |
| Detalus Advisors, LLC | 2.46% | Add +24.7% | 326,924 | $10.8M |
| Beacon Financial Group | 1.04% | Add +6.3% | 316,823 | $10.4M |
| Diversify Wealth Management, LLC | 0.18% | Add +71.0% | 248,841 | $10.3M |
| Keystone Financial Services | 2.99% | Add +21.7% | 309,678 | $10.2M |
| Cahill Financial Advisors Inc. | 1.10% | New | 307,658 | $10.1M |
| &partners | 0.05% | Add +45.3% | 296,399 | $9.8M |
| Blue Edge Capital, LLC | 1.29% | Reduce -5.1% | 295,285 | $9.7M |
| Cornerstone Wealth Group, LLC | 0.62% | Add +8.7% | 238,727 | $9.6M |
| Advisory Services Network, LLC | 0.13% | Add +28.9% | 289,074 | $9.5M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +10.2% | 286,336 | $9.4M |
| Cardinal Strategic Wealth Guidance | 2.49% | Add +17.7% | 286,144 | $9.4M |
| Midwest Capital Advisors, LLC | 4.26% | Add +2.8% | 276,461 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +870.5% | 265,744 | $9.1M |
| ONE Advisory Partners, LLC | 2.75% | Add +2.9% | 271,231 | $8.9M |
| Principal Securities, Inc. | 0.13% | Add +23.5% | 267,902 | $8.8M |
| Cypress Wealth Services, LLC | 1.24% | Add +7.3% | 267,145 | $8.8M |
| Swmg, LLC | 2.45% | Add +5.6% | 260,779 | $8.6M |
| Kilter Group LLC | 3.70% | Add +4.2% | 259,833 | $8.6M |
| Bush Investment Group, LLC | 4.64% | Add +5.8% | 257,512 | $8.5M |
| Tidemark, LLC | 2.15% | Add +15.3% | 256,221 | $8.4M |
| Modern Wealth Management, LLC | 0.14% | Add +51.9% | 246,223 | $8.4M |
| Greater Midwest Financial Group, LLC | 4.50% | Add +1.5% | 254,173 | $8.4M |
| Legacy Financial Group LLC | 1.04% | Add +3.5% | 251,729 | $8.3M |
| ShoreHaven Wealth Partners, LLC | 2.98% | Add +32.4% | 251,503 | $8.3M |
| Regal Investment Advisors LLC | 0.47% | Add +5.5% | 247,412 | $8.2M |
| Brookstone Capital Management | 0.09% | Add +8.3% | 246,326 | $8.1M |
| Vise Technologies, Inc. | 0.16% | No change | 242,568 | $8.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.69% | Add +8.3% | 240,859 | $7.9M |
| Rothschild Wealth LLC | 0.71% | Add +12.4% | 238,252 | $7.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.43% | Add +108.6% | 233,546 | $7.7M |
| Ancora Advisors LLC | 0.16% | Add +10.7% | 231,592 | $7.6M |
| Avid Wealth Partners LLC | 3.60% | Add +17.9% | 230,868 | $7.6M |
| Ewa, LLC | 1.72% | Add +2.8% | 230,029 | $7.6M |
| Blue Trust, Inc. | 0.09% | Add +0.8% | 227,582 | $7.5M |
| Sovran Advisors, LLC | 0.58% | Add +10.2% | 171,630 | $7.4M |
| World Investment Advisors | 0.12% | Reduce -1.3% | 219,785 | $7.2M |
| Embree Financial Group | 0.84% | Add +71.1% | 216,119 | $7.1M |
| Fifth Third Wealth Advisors LLC | 0.24% | Add +25.8% | 215,592 | $7.1M |
| JT Stratford LLC | 0.87% | Add +7.8% | 207,411 | $6.8M |
| Mutual Advisors, LLC | 0.15% | Add +11.2% | 206,879 | $6.8M |
| Liberty Wealth Management LLC | 0.83% | Add +154.0% | 202,464 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +20.1% | 201,961 | $6.7M |
| Archer Investment Management, LLC | 2.79% | Add +289.0% | 201,469 | $6.6M |
| Invst, LLC | 0.74% | Reduce -4.1% | 199,812 | $6.6M |
| Lineweaver Wealth Advisors, LLC | 0.89% | Add +2.1% | 199,750 | $6.6M |
| Bay Harbor Wealth Management, LLC | 1.66% | Add +4.8% | 194,031 | $6.4M |
| Marks Group Wealth Management, Inc | 0.62% | Add +14.7% | 193,806 | $6.4M |
| Apollon Wealth Management, LLC | 0.10% | Add +6.8% | 192,615 | $6.3M |
| Synergy Investment Management, LLC | 2.07% | Add +17.2% | 192,024 | $6.3M |
| VestGen Advisors, LLC | 0.18% | Add +21.2% | 135,065 | $6.3M |
| WealthShield Partners, LLC | 0.68% | Add +6.2% | 183,998 | $6.1M |
| Quadrant Private Wealth Management, LLC | 0.93% | Add +12.1% | 182,940 | $6.0M |
| Summit Financial, LLC | 0.08% | Add +730.9% | 181,125 | $6.0M |
| TSA Wealth Managment LLC | 1.88% | Add +10.0% | 176,473 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +126.0% | 174,444 | $5.7M |
| Snowden Capital Advisors LLC | 0.15% | Add +3.2% | 169,580 | $5.6M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +15.5% | 163,804 | $5.4M |
| Signet Financial Management, LLC | 0.59% | Add +6.2% | 159,673 | $5.3M |
| Apeiron RIA LLC | 1.21% | Reduce -32.5% | 158,816 | $5.2M |
| Vertex Planning Partners, LLC | 1.01% | Add +10.2% | 158,345 | $5.2M |
| Cobblestone Asset Management LLC | 2.34% | Add +1.6% | 157,843 | $5.2M |
| StoneCrest Wealth Management, Inc. | 2.16% | Add +2.7% | 154,992 | $5.1M |
| Mayflower Financial Advisors, LLC | 0.61% | Add +8.5% | 152,542 | $5.0M |
| Twin Peaks Wealth Advisors, LLC | 1.26% | Add +16.2% | 152,097 | $5.0M |
| Independent Financial Group, LLC | 0.11% | Add +9.7% | 151,605 | $5.0M |
| Keebeck Wealth Management | 0.56% | Add +17.0% | 150,554 | $5.0M |
| Resolute Wealth Advisor, Inc. | 2.79% | — | 148,946 | $4.9M |
| SigFig Wealth Management, LLC | 0.14% | Add +5.3% | 146,885 | $4.8M |
| Lincoln Capital Corp. | 1.78% | New | 146,820 | $4.8M |
| Beacon Bridge Wealth Partners, LLC | 1.61% | Add +1.9% | 146,377 | $4.8M |
| Cyndeo Wealth Partners, LLC | 0.25% | Add +35.7% | 145,814 | $4.8M |
| WCG Wealth Advisors LLC | 0.13% | Add +5.8% | 145,234 | $4.8M |
| Advyzon Investment Management, LLC | 0.43% | Add +47.6% | 144,740 | $4.8M |
| Able Wealth Management LLC | 1.27% | Add +1023.2% | 143,769 | $4.7M |
| Elevation Point Wealth Partners, LLC | 0.11% | Add +121.5% | 143,660 | $4.7M |
| Peak Wealth Management LLC | 3.87% | Add +12.2% | 142,976 | $4.7M |
| Intelligence Driven Advisers, LLC | 0.81% | Add +0.1% | 140,289 | $4.6M |
| Town Capital LLC | 3.73% | Add +21.0% | 139,950 | $4.6M |
| Gen-Wealth Partners Inc | 1.45% | Add +16.1% | 139,798 | $4.6M |
| Endeavor Private Wealth, Inc. | 1.32% | Add +29.4% | 139,505 | $4.6M |
| Integras Partners LLC | 3.02% | Reduce -3.3% | 139,319 | $4.6M |
| Focus Financial Network, Inc. | 0.16% | Add +151.2% | 137,784 | $4.5M |
| J.E. Simmons & Co., P.C. | 3.01% | Add +4.0% | 136,607 | $4.5M |
| Clear Wave Wealth Management LLC | 1.13% | — | 134,562 | $4.4M |
| True Vision MN LLC | 2.28% | Add +15.7% | 134,207 | $4.4M |
| Hobbs Wealth Management, LLC | 4.34% | Add +1.5% | 132,956 | $4.4M |
| Core Wealth Advisors, LLC | 3.33% | Add +3.6% | 131,511 | $4.3M |
| M1 Capital Management LLC | 2.00% | Add +104.8% | 131,424 | $4.3M |
| Daviman Financial, LLC | 2.56% | Add +5.8% | 131,395 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +363.1% | 130,586 | $4.3M |
| One Wealth Capital Management, LLC | 1.88% | Add +11.2% | 105,035 | $4.3M |
| Elevated Financial Group LLC | 1.41% | Add +1245.7% | 129,110 | $4.3M |
| Cornerstone Planning Group LLC | 0.55% | Add +49.4% | 92,274 | $4.1M |
| A4 Wealth Advisors LLC | 3.19% | Add +41.0% | 116,407 | $3.8M |
| Lifelong Wealth Advisors, Inc. | 1.02% | Add +11.6% | 116,237 | $3.8M |
| Maia Wealth LLC | 0.65% | Reduce -4.7% | 115,751 | $3.8M |
| SWP Financial LLC | 1.94% | Reduce -0.4% | 115,368 | $3.8M |
| Polaris Investment Advisors, LLC | 2.61% | Add +6.5% | 108,737 | $3.6M |
| Curtis Wealth Management LLC | 3.36% | Add +6.2% | 108,510 | $3.6M |
| LiftPoint Family Wealth Advisors LLC | 2.92% | Add +31.0% | 106,999 | $3.5M |
| Spectrum Planning & Advisory Services Inc. | 1.70% | Add +6.2% | 104,177 | $3.4M |
| Simplicity Wealth,LLC | 0.19% | Add +23.4% | 104,072 | $3.4M |
| Pinion Investment Advisors, LLC | 0.78% | Add +21.9% | 101,425 | $3.3M |
| Central Pacific Bank - Trust Division | 0.44% | New | 100,845 | $3.3M |
| Bedminster, LLC | 3.08% | Add +9.4% | 100,542 | $3.3M |
| Western Wealth Management, LLC | 0.12% | Add +96.7% | 98,589 | $3.2M |
| Ashton Thomas Securities, LLC | 0.41% | Reduce -0.2% | 98,328 | $3.2M |
| Centurion Wealth Management LLC | 0.73% | Add +10.1% | 97,599 | $3.2M |
| Tradition Wealth Management, LLC | 0.23% | Add +3.5% | 96,290 | $3.2M |
| Csenge Advisory Group | 0.14% | Add +3.1% | 95,761 | $3.2M |
| Skyline Advisors, Inc. | 1.10% | New | 95,694 | $3.2M |
| Baird Financial Group, Inc. | 0.00% | Add +1.7% | 95,688 | $3.2M |
| Beto Financial Group, LLC | 1.82% | Add +385.2% | 68,819 | $3.1M |
| Braun-Bostich & Associates Inc. | 1.93% | Add +8.1% | 93,581 | $3.1M |
| Lantz Financial LLC | 0.62% | Add +12.9% | 91,415 | $3.0M |
| IFP Advisors, Inc | 0.06% | Reduce -5.5% | 88,104 | $2.9M |
| Uptick Partners, LLC | 0.57% | Add +56.5% | 86,826 | $2.9M |
| Milestone Asset Management, LLC | 0.52% | New | 86,310 | $2.8M |
| Shared Vision Wealth Group LLC | 1.15% | Add +13.3% | 85,488 | $2.8M |
| Intentional Wealth Strategies, LLC | 2.61% | — | 84,998 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +7.2% | 83,553 | $2.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.84% | Add +4.2% | 83,376 | $2.7M |
| CoreCap Advisors, LLC | 0.09% | Add +16.6% | 82,657 | $2.7M |
| Berbice Capital Management LLC | 1.78% | Add +18.3% | 82,358 | $2.7M |
| Frisch Financial Group, Inc. | 0.57% | Add +64.3% | 82,154 | $2.7M |
| PFG Advisors | 0.13% | Add +12.4% | 81,931 | $2.7M |
| Chatterton & Associates Inc. | 1.88% | Add +38.2% | 71,818 | $2.7M |
| United Advisor Group, LLC | 0.31% | Add +10.5% | 75,623 | $2.5M |
| FFG Retirement Advisors LLC | 1.43% | Add +5.7% | 74,466 | $2.5M |
| Redwood Investment Management, LLC | 0.30% | Add +18.9% | 74,144 | $2.4M |
| May Hill Capital, LLC | 0.61% | Add +11.6% | 73,995 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 2.41% | Add +4.3% | 73,645 | $2.4M |
| Sunbelt Securities, Inc. | 0.15% | Reduce -2.3% | 73,640 | $2.4M |
| Hoxton Planning & Management, LLC | 0.72% | Add +12.4% | 73,113 | $2.4M |
| Verus Capital Partners, LLC | 0.16% | Add +26.0% | 72,364 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.17% | New | 71,572 | $2.4M |
| Strategies Wealth Advisors, LLC | 0.23% | New | 69,959 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.52% | Add +3.5% | 69,544 | $2.3M |
| Panoramic Investment Advisors, LLC | 1.24% | Add +7.1% | 69,350 | $2.3M |
| Hopwood Nicholas Hunter | 0.73% | Add +6.0% | 69,288 | $2.3M |
| Absolute Capital Management, LLC | 0.76% | Add +45.0% | 69,169 | $2.3M |
| Theory Financial LLC | 0.79% | Add +0.5% | 68,517 | $2.3M |
| Tyche Wealth Partners LLC | 0.34% | Add +11.4% | 67,739 | $2.2M |
| RFG Advisory, LLC | 0.04% | Add +14.2% | 65,892 | $2.2M |
| Firethorn Wealth Partners, LLC | 0.77% | Add +5.2% | 63,904 | $2.1M |
| Davis Wealth Advisors, LLC | 1.75% | Add +2.0% | 63,794 | $2.1M |
| Barnes Wealth Management Group, Inc | 1.05% | Add +5.1% | 62,836 | $2.1M |
| Strategic Financial Concepts, LLC | 0.51% | Add +49.3% | 62,529 | $2.1M |
| Journey Strategic Wealth LLC | 0.05% | Add +12.9% | 62,269 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +0.5% | 61,599 | $2.0M |
| WealthPoint Financial, LLC | 1.70% | Add +4.3% | 61,473 | $2.0M |
| Mark Sheptoff Financial Planning, LLC | 1.06% | Reduce -2.1% | 44,889 | $2.0M |
| Retirement Wealth Solutions LLC | 1.24% | Add +15.5% | 59,737 | $2.0M |
| Contango Wealth Management LLC | 2.15% | Add +189.4% | 55,957 | $1.8M |
| WealthTrak Capital Management LLC | 1.32% | Add +1.4% | 55,885 | $1.8M |
| Bull Harbor Capital LLC | 0.49% | — | 55,547 | $1.8M |
| Wealth Quarterback LLC | 0.72% | Add +7.6% | 55,261 | $1.8M |
| LifePlan Investment Advisors, Inc. | 0.71% | Add +14.3% | 55,080 | $1.8M |
| Blalock Williams, LLC | 1.40% | Add +15.9% | 54,880 | $1.8M |
| XY Planning Network, Inc. | 0.28% | Add +43.0% | 52,073 | $1.8M |
| Commonwealth Retirement Investments LLC | 0.54% | Add +17.4% | 53,181 | $1.8M |
| Choreo, LLC | 0.02% | Add +43.4% | 52,948 | $1.7M |
| Advus Financial Partners, LLC | 0.43% | Add +33.2% | 51,933 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +2.8% | 54,046 | $1.7M |
| WealthPLAN Partners, LLC | 0.33% | Add +5.5% | 51,024 | $1.7M |
| TritonPoint Partners, LLC | 0.62% | Add +166.0% | 50,788 | $1.7M |
| Summit Wealth Partners, LLC | 0.26% | Add +68.8% | 49,334 | $1.6M |
| Golden State Wealth Management, LLC | 0.18% | Add +212.6% | 49,089 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +5.1% | 48,843 | $1.6M |
| Integrity Advisory Solutions, LLC | 0.21% | Add +22.8% | 48,474 | $1.6M |
| KM Capital Management Ltd. | 1.05% | Reduce -52.9% | 32,335 | $1.6M |
| AQR Capital Management | 0.00% | Add +27.6% | 47,260 | $1.6M |
| Wealthgarden F.S. LLC | 1.06% | Add +4.0% | 47,072 | $1.6M |
| Vantage Point Financial LLC | 0.54% | Add +14.8% | 46,712 | $1.5M |
| BCU Wealth Advisors, LLC | 0.57% | Add +7.4% | 46,628 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +13.1% | 46,350 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +20.9% | 45,790 | $1.5M |
| Venturi Wealth Management, LLC | 0.07% | New | 45,752 | $1.5M |
| First Heartland Consultants, Inc. | 0.11% | Add +12.7% | 44,134 | $1.5M |
| Financial Life Advisors | 0.44% | New | 43,142 | $1.4M |
| J.M. Arbour, LLC | 1.36% | Add +2.8% | 43,091 | $1.4M |
| Sageworth Trust Co | 0.06% | Add +42.4% | 42,278 | $1.4M |
| Sanchez Gaunt Capital Management, LLC | 0.85% | — | 41,353 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +9.2% | 41,280 | $1.4M |
| Citigroup Inc. | 0.00% | New | 41,034 | $1.4M |
| Armor Investment Advisors, LLC | 0.48% | New | 40,536 | $1.3M |
| Keystone Wealth Services, LLC | 0.28% | Reduce -2.7% | 40,173 | $1.3M |
| Novem Group | 0.15% | New | 40,003 | $1.3M |
| Leigh Baldwin & Co., LLC | 0.83% | Add +30.3% | 39,000 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +29.7% | 38,782 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Add +14.3% | 38,410 | $1.3M |
| PUREfi Wealth, LLC | 0.82% | Add +81.3% | 37,924 | $1.2M |
| Northland Securities, Inc. | 1.19% | Add +10.3% | 37,905 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | New | 37,800 | $1.2M |
| Tempus Wealth Planning, LLC | 0.29% | Add +47.2% | 37,724 | $1.2M |
| Compound Planning, Inc. | 0.04% | New | 36,960 | $1.2M |
| Capital Investment Management, Inc. | 0.42% | Add +8.2% | 36,931 | $1.2M |
| Sutton Place Investors LLC | 0.65% | Add +11.3% | 36,314 | $1.2M |
| M Holdings Securities, Inc. | 0.08% | Add +25.8% | 26,329 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -9.9% | 36,052 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.28% | Add +37.0% | 36,041 | $1.2M |
| Ridgeline Wealth Planning, LLC | 0.84% | Reduce -0.1% | 35,106 | $1.2M |
| WNY Asset Management, LLC | 0.12% | — | 35,048 | $1.2M |
| Horizon Wealth Management, LLC | 0.17% | Add +28.5% | 34,712 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -94.1% | 34,678 | $1.1M |
| Two West Capital Advisors LLC | 0.60% | Add +30.1% | 27,331 | $1.1M |
| Capital Asset Managemnet, LLC | 1.28% | Add +6.6% | 34,410 | $1.1M |
| World Equity Group, Inc. | 0.29% | Add +110.0% | 34,070 | $1.1M |
| Brookwood Investment Group LLC | 0.14% | Add +3.3% | 33,785 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.5% | 33,600 | $1.1M |
| Focus Partners Wealth | 0.00% | New | 33,574 | $1.1M |
| Beacon Capital Management, LLC | 0.20% | New | 33,558 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +81.9% | 32,749 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.55% | Add +25.5% | 32,369 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.30% | Reduce -8.9% | 32,340 | $1.1M |
| Smartleaf Asset Management LLC | 0.04% | Add +26.7% | 34,174 | $1.1M |
| BlackDiamond Wealth Management, LLC | 0.51% | Reduce -3.9% | 32,221 | $1.1M |
| Stephen J. Garry & Associates, LLC | 0.85% | Add +3.4% | 32,055 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -20.4% | 32,009 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +11.8% | 31,798 | $1.0M |
| Richmond Investment Services, LLC | 0.17% | Add +23.5% | 31,799 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +4212.5% | 31,352 | $1.0M |
| Unify Financial Advisors | 1.07% | Add +12.3% | 31,197 | $1.0M |
| W Advisors, LLC | 0.52% | Add +28.2% | 30,871 | $1.0M |
| Raleigh Capital Management Inc. | 0.35% | Add +1.9% | 30,566 | $1.0M |
| Sovereign Financial Group, Inc. | 0.17% | Add +3.8% | 29,867 | $984K |
| Cardinal Point Capital Management ULC | 0.06% | New | 29,739 | $980K |
| Traveka Wealth, LLC | 0.37% | Add +137.8% | 29,527 | $973K |
| Harbour Investments, Inc. | 0.01% | Add +3.0% | 29,445 | $970K |
| Mosley Wealth Management | 0.44% | Add +0.7% | 28,190 | $963K |
| Regimen Wealth, LLC | 0.28% | Add +82.6% | 28,667 | $945K |
| Kickstand Ventures, Llc. | 0.19% | Add +26.1% | 27,813 | $916K |
| Integrated Wealth Management | 1.03% | Reduce -2.2% | 27,370 | $902K |
| Alta Wealth Advisors LLC | 0.29% | Add +133.5% | 27,238 | $897K |
| NWF Advisory Services Inc. | 0.10% | Add +69.6% | 27,205 | $896K |
| Beacon Financial Advisory LLC | 0.20% | Add +28.0% | 27,104 | $893K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -0.3% | 27,091 | $893K |
| Catalyst Investment Management LLC | 0.98% | New | 21,706 | $886K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +16.9% | 26,480 | $873K |
| Cassilly Financial Group LLC | 0.76% | Add +3.8% | 26,423 | $871K |
| Arkadios Wealth Advisors | 0.01% | Add +46.5% | 26,370 | $869K |
| EFG International AG | 0.02% | New | 26,255 | $865K |
| Family Manage LLC | 0.10% | Add +14.5% | 26,002 | $857K |
| MKT Advisors LLC | 0.28% | Add +11.5% | 24,295 | $844K |
| Optivise Advisory Services LLC | 0.50% | Add +3.8% | 25,211 | $831K |
| Maripau Wealth Management LLC | 0.36% | Reduce -0.6% | 25,031 | $825K |
| Asempa Wealth Advisors | 0.72% | Add +25.1% | 24,144 | $823K |
| Perigon Wealth Management, LLC | 0.01% | Add +16.4% | 24,662 | $813K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +18.6% | 24,427 | $805K |
| Ameritas Advisory Services, LLC | 0.03% | Add +42.1% | 24,191 | $797K |
| Creative Planning | 0.00% | Add +73.9% | 23,923 | $788K |
| Private Trust Co. NA | 0.07% | Add +53.6% | 23,820 | $785K |
| RDA Financial Network | 0.19% | Add +9.1% | 23,527 | $775K |
| Catalina Capital Group, LLC | 0.47% | Add +8.2% | 23,354 | $770K |
| DecisionMap Wealth Management, LLC | 0.50% | Add +4.0% | 23,291 | $767K |
| FWG Investments, LLC. | 0.48% | Add +26.9% | 22,858 | $753K |
| Nwam LLC | 0.04% | Add +115.0% | 22,495 | $741K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +13.9% | 22,412 | $739K |
| Savvy Advisors, Inc. | 0.02% | New | 21,709 | $715K |
| Accelerate Investment Advisors LLC | 0.48% | Add +10.1% | 21,599 | $712K |
| DAVENPORT & Co LLC | 0.00% | Add +11.3% | 21,459 | $707K |
| Clear Creek Financial Management, LLC | 0.05% | Add +131.9% | 21,395 | $705K |
| Transcend Capital Advisors, LLC | 0.06% | Add +5.0% | 21,281 | $701K |
| PFG Investments, LLC | 0.03% | Add +47.6% | 21,039 | $693K |
| Global Wealth Strategies & Associates | 0.17% | Reduce -69.6% | 20,966 | $691K |
| D. E. Shaw & Co. | 0.00% | New | 20,644 | $680K |
| Formidable Asset Management, LLC | 0.10% | New | 20,362 | $678K |
| Aspire Private Capital, LLC | 0.15% | Add +5.2% | 20,379 | $672K |
| Lifeworks Advisors, LLC | 0.08% | Add +8.7% | 20,076 | $662K |
| Argent Trust Co | 0.02% | Add +100.7% | 20,002 | $659K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.9% | 19,520 | $643K |
| Pinnacle Associates Ltd. | 0.01% | Add +14.2% | 19,459 | $641K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.0% | 19,365 | $638K |
| Avantra Family Wealth, Inc. | 0.47% | Reduce -0.8% | 19,285 | $635K |
| Lantern Wealth Advisors, LLC | 0.33% | Add +28.5% | 19,255 | $634K |
| Alterna Wealth Management, Inc. | 0.47% | Add +29.8% | 18,779 | $619K |
| Semus Wealth Partners LLC | 0.34% | Add +3.7% | 18,609 | $613K |
| Resurgent Financial Advisors LLC | 0.22% | Reduce -0.8% | 18,570 | $612K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | Reduce -6.5% | 18,515 | $610K |
| Pacific Excel Wealth Advisors, Inc. | 0.62% | Add +75.0% | 17,995 | $593K |
| Gotham Asset Management | 0.00% | Add +101.2% | 17,703 | $583K |
| Magnolia Private Wealth, LLC | 0.38% | Add +92.5% | 17,230 | $568K |
| Parkway Wealth Management Group, LLC | 0.07% | Add +16.8% | 15,014 | $561K |
| Imprint Wealth LLC | 2.56% | Add +44.1% | 16,988 | $560K |
| GWN Securities Inc. | 0.11% | Add +10.0% | 16,980 | $560K |
| GeoWealth Management, LLC | 0.02% | Add +19.8% | 16,840 | $555K |
| MN Wealth Advisors, LLC | 0.27% | Add +2.6% | 16,833 | $555K |
| Steelhead Wealth Management LLC | 0.28% | — | 16,769 | $552K |
| Betterment LLC | 0.00% | Add +65.1% | 16,377 | $540K |
| Arcadia Wealth Management, LLC | 0.19% | Add +24.1% | 16,205 | $534K |
| QRG Capital Management, Inc. | 0.01% | Reduce -9.4% | 15,830 | $522K |
| Caliber Wealth Management, LLC / KS | 0.06% | Add +23.4% | 15,673 | $516K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.9% | 15,522 | $511K |
| Latitude Advisors, LLC | 0.22% | Add +93.9% | 14,816 | $488K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +2.8% | 14,671 | $483K |
| GatePass Capital, LLC | 0.24% | Add +9.5% | 14,660 | $483K |
| Legacy Wealth Partners, LLC | 0.12% | Add +8.1% | 14,645 | $483K |
| Sound Income Strategies, LLC | 0.02% | Add +7.3% | 14,156 | $482K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +16.8% | 14,613 | $481K |
| MSH Capital Advisors LLC | 0.10% | Add +7.1% | 14,583 | $481K |
| Independent Advisor Alliance | 0.01% | New | 14,374 | $474K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Add +0.5% | 14,372 | $474K |
| Vision Retirement, LLC | 0.13% | Add +20.1% | 13,651 | $450K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +0.3% | 13,264 | $437K |
| Blue Capital, Inc. | 0.28% | Add +9.5% | 12,995 | $428K |
| SMART Wealth LLC | 0.12% | New | 12,769 | $421K |
| Cooper Financial Group | 0.04% | New | 12,507 | $412K |
| Kovack Advisors, Inc. | 0.02% | Add +34.5% | 12,307 | $409K |
| VestGen Investment Management | 0.22% | Reduce -0.3% | 12,280 | $405K |
| GTS Securities LLC | 0.01% | Add +95.2% | 12,258 | $404K |
| Bison Wealth, LLC | 0.04% | Reduce -0.9% | 8,270 | $400K |
| IPG Investment Advisors LLC | 0.07% | Add +9.0% | 12,150 | $400K |
| Concorde Asset Management, LLC | 0.19% | Add +5.8% | 11,957 | $394K |
| Spire Wealth Management | 0.01% | Add +2.5% | 11,793 | $389K |
| LongView Wealth Management | 0.10% | Add +38.5% | 9,806 | $388K |
| Beacon Financial Planning, Inc. | 0.15% | New | 11,715 | $386K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +27.7% | 11,638 | $383K |
| Crown Wealth Group, LLC | 0.11% | New | 11,589 | $382K |
| Fulcrum Equity Management | 0.37% | Add +1.5% | 11,543 | $380K |
| LexAurum Advisors, LLC | 0.05% | — | 11,389 | $375K |
| Arwa LLC | 0.19% | New | 10,036 | $375K |
| Madson Wealth Advisors Inc | 0.31% | — | 11,162 | $368K |
| Seeds Investor LLC | 0.05% | New | 9,182 | $364K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | No change | 10,755 | $354K |
| Cadia Private Client LLC | 0.29% | New | 10,711 | $353K |
| Wells Fargo & Company | 0.00% | Add +152.8% | 10,508 | $346K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +14.1% | 10,496 | $346K |
| Key Capital Management, INC | 0.23% | Add +112.0% | 10,452 | $344K |
| Cape Investment Advisory, Inc. | 0.11% | Add +25.8% | 10,121 | $333K |
| RCS Financial Planning, LLC | 0.17% | Reduce -80.2% | 10,077 | $332K |
| Aegis Wealth Management, Inc. | 0.26% | Add +8.5% | 10,027 | $330K |
| Quartz Partners, LLC | 0.13% | New | 9,998 | $329K |
| Yukon Wealth Management, Inc. | 0.20% | Add +27.7% | 9,995 | $329K |
| Tudor Investment Corporation | 0.00% | New | 9,591 | $316K |
| Oregon Pacific Wealth Management, LLC | 0.33% | Add +10.8% | 9,529 | $314K |
| Lockerman Financial Group, Inc. | 0.55% | Add +45.2% | 9,338 | $308K |
| Atlatl Advisers LLC | 0.22% | Reduce -58.5% | 9,186 | $303K |
| Freedom Investment Management, Inc. | 0.09% | Reduce -19.1% | 8,983 | $296K |
| OneAscent Financial Services LLC | 0.02% | Add +0.0% | 8,976 | $296K |
| Richardson Capital Management LLC | 0.14% | Add +1122.0% | 8,945 | $295K |
| FLP Wealth Management, LLC | 0.60% | Add +12.2% | 8,809 | $290K |
| BAM Wealth Management, LLC | 0.22% | Add +9.5% | 8,803 | $290K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 8,633 | $284K |
| Advisor OS, LLC | 0.02% | New | 8,488 | $280K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +2.5% | 8,423 | $278K |
| Rossby Financial, LCC | 0.06% | Add +2302.1% | 8,023 | $273K |
| Cascade Investment Group, Inc. | 0.18% | Add +6.5% | 8,250 | $272K |
| Stirlingshire Investments, Inc. | 0.23% | Add +11.0% | 8,060 | $266K |
| Fiscal Wisdom Wealth Management, LLC | 0.25% | New | 8,015 | $264K |
| Balefire, LLC | 0.05% | New | 7,830 | $258K |
| Box Hill Private Wealth LLC | 0.25% | New | 7,772 | $256K |
| Silverlake Wealth Management LLC | 0.05% | New | 7,744 | $255K |
| ASL Financial, LLC | 0.20% | New | 7,716 | $254K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +15.3% | 7,704 | $254K |
| Prosperity Consulting Group, LLC | 0.01% | New | 7,698 | $254K |
| Waldron Private Wealth LLC | 0.01% | Add +9.3% | 7,389 | $243K |
| Strategy Asset Managers LLC | 0.04% | Add +2.0% | 7,219 | $238K |
| Continuum Advisory, LLC | 0.02% | Add +7.9% | 7,197 | $237K |
| Legacy Edge Advisors, LLC | 0.02% | Add +4.6% | 7,181 | $237K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 7,014 | $231K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 6,899 | $227K |
| Trinity Wealth Management, LLC | 0.08% | Add +3.7% | 6,828 | $225K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -0.7% | 6,566 | $216K |
| DSG Capital Advisors, LLC | 0.03% | Reduce -3.8% | 6,500 | $214K |
| Empirical Asset Management, LLC | 0.06% | Add +2.5% | 6,492 | $214K |
| Essex Financial Services, Inc. | 0.01% | New | 6,485 | $214K |
| Elevation Wealth Management LLC | 0.19% | New | 6,270 | $207K |
| Baker Tilly Wealth Management, LLC | 0.05% | New | 6,090 | $201K |
| Lloyd Advisory Services, LLC. | 0.06% | Reduce -55.2% | 5,890 | $194K |
| Kingdom Financial Group LLC. | 0.06% | Add +35.3% | 5,890 | $194K |
| Financial Management Professionals, Inc. | 0.02% | No change | 5,674 | $187K |
| New Republic Capital, LLC | 0.06% | Add +4.8% | 5,235 | $172K |
| Centaurus Financial, Inc. | 0.01% | Add +27.7% | 5,078 | $167K |
| Ascentis Independent Advisors | 0.01% | Reduce -46.8% | 4,958 | $163K |
| FMR LLC | 0.00% | Add +231.1% | 4,708 | $155K |
| NBT Bank, N.A. | 0.01% | Add +14054.5% | 4,671 | $154K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +104.6% | 3,888 | $128K |
| Harbor Investment Advisory, LLC | 0.01% | Add +103.7% | 3,536 | $117K |
| Capital Advisor Network LLC | 0.15% | — | 3,336 | $110K |
| Opal Wealth Advisors, LLC | 0.02% | New | 2,950 | $97K |
| REAP Financial Group, LLC | 0.02% | Add +4.9% | 2,789 | $92K |
| MAI Capital Management | 0.00% | Add +84.5% | 2,652 | $87K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +59.8% | 2,577 | $85K |
| Wellington Grp LLC | 0.03% | New | 2,546 | $84K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -5.5% | 2,340 | $77K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.1% | 2,054 | $68K |
| Hyposwiss Advisors SA | 0.07% | Add +146.1% | 2,030 | $67K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +1.1% | 1,786 | $59K |
| Team Financial Group, LLC | 0.02% | Add +52.7% | 1,472 | $48K |
| Bokf, NA | 0.00% | New | 1,390 | $46K |
| Jones Financial Companies LLLP | 0.00% | New | 1,345 | $44K |
| Bayban | 0.03% | No change | 1,149 | $38K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +24.6% | 1,149 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +14.8% | 1,122 | $37K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,100 | $36K |
| Nemes Rush Group LLC | 0.00% | No change | 1,099 | $36K |
| Bogart Wealth, LLC | 0.00% | New | 958 | $32K |
| Signature Equity Partners, LLC | 0.02% | Add +37.9% | 928 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Add +5.7% | 837 | $29K |
| Tucker Asset Management LLC | 0.01% | Add +175.0% | 682 | $22K |
| Cary Street Partners Financial LLC | 0.00% | Add +22.6% | 634 | $21K |
| Wells Financial Advisors INC | 0.09% | Add +5.2% | 610 | $20K |
| Keystone Financial Group, Inc. | 0.01% | Add +16.7% | 601 | $20K |
| Founders Financial Alliance, LLC | 0.00% | Add +495.0% | 595 | $20K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 509 | $17K |
| Elevated Capital Advisors, LLC | 0.00% | New | 502 | $17K |
| Ameriflex Group, Inc. | 0.01% | No change | 501 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | Add +184.7% | 484 | $16K |
| Clark Wealth Partners | 0.01% | Reduce -13.8% | 461 | $15K |
| Key Financial Inc | 0.00% | No change | 446 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 441 | $15K |
| 2UniFi Bank | 0.01% | No change | 432 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | New | 409 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 400 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 382 | $13K |
| Advocate Investing Services LLC | 0.01% | New | 371 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 363 | $12K |
| Curio Wealth, LLC | 0.00% | No change | 341 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 334 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | Add +6.0% | 318 | $10K |
| City State Bank | 0.00% | No change | 310 | $10K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 252 | $8K |
| Networth Advisors, LLC | 0.01% | Add +0.8% | 249 | $8K |
| Financial Freedom, LLC | 0.00% | New | 230 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | New | 214 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 188 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 130 | $6K |
| Larson Financial Group LLC | 0.00% | New | 122 | $4K |
| Bank of Montreal | 0.00% | Reduce -43.3% | 122 | $4K |
| Parkside Financial Bank & Trust | 0.00% | New | 118 | $4K |
| Allworth Financial LP | 0.00% | Add +523.1% | 81 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 79 | $3K |
| Robinswood Financial LLC | 0.00% | New | 72 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 65 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 65 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 46 | $2K |
| NorthAvenue LLC | 0.00% | No change | 44 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 38 | $1K |
| Proathlete Wealth Management LLC | 0.00% | Add +7.4% | 29 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 28 | $923 |
| CENTRAL TRUST Co | 0.00% | Add +212.5% | 25 | $824 |
| UMB Bank, n.a. | 0.00% | New | 25 | $824 |
| United Financial Planning Group LLC | 0.00% | No change | 15 | $494 |
| Orion Capital Management LLC | 0.00% | New | 9 | $297 |
"% 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.