Ishrs AI in and Tech Act ETFBAIETF
13F holders, Q2 2026 (June 30)663holders +119
136new positions
19sold out
4famous investors
$52.49avg. 13F price*
At the end of Q2 2026, 663 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 119 from Q1 2026. 136 opened new positions and 19 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), LPL Financial LLC ($1.4B) and JPMorgan Chase & Co. ($809.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q2 2026)
- CUSIP
- 09290C780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $378.8M |
| Exits | 19 | $4.8M |
All 13F filers, Q1 2026 → Q2 2026: 26,054,896 shares bought and 38,740,624 shares sold, net −12,685,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 663 holders
| Envestnet Asset Management Inc. | 0.72% | Reduce -13.5% | 57,566,650 | $3.0B |
| LPL Financial LLC | 0.32% | Reduce -2.9% | 26,585,056 | $1.4B |
| JPMorgan Chase & Co. | 0.05% | Reduce -21.8% | 15,932,165 | $809.8M |
| Dynasty Wealth Management, LLC | 5.54% | Reduce -28.0% | 14,150,853 | $746.0M |
| Morgan Stanley | 0.03% | Add +12.2% | 10,200,979 | $537.8M |
| Ameriprise Financial Inc. | 0.10% | Reduce -2.5% | 9,213,447 | $485.6M |
| Bank of America Corp. | 0.02% | Reduce -1.4% | 6,660,357 | $351.1M |
| MML Investors Services, LLC | 0.66% | Add +17.7% | 6,160,767 | $324.8M |
| Park Avenue Securities LLC | 1.75% | Reduce -14.7% | 5,319,125 | $280.4M |
| OpenArc Corporate Advisory, LLC | 3.33% | Reduce -33.0% | 5,311,398 | $280.0M |
| Sagespring Wealth Partners, LLC | 4.28% | Reduce -29.1% | 5,280,812 | $278.4M |
| Raymond James Financial Inc. | 0.07% | Add +41.1% | 5,183,823 | $273.3M |
| Cetera Investment Advisers | 0.25% | Add +6.6% | 5,116,022 | $269.7M |
| Envestnet Portfolio Solutions, Inc. | 1.17% | Reduce -17.0% | 4,637,181 | $244.5M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +52.7% | 4,331,839 | $228.4M |
| Janney Montgomery Scott LLC | 0.32% | Reduce -17.0% | 3,089,344 | $162.9M |
| NewEdge Advisors, LLC | 0.46% | Reduce -10.8% | 2,934,791 | $154.7M |
| Commonwealth Equity Services, LLC | 0.19% | Add +3.8% | 2,881,912 | $151.9M |
| Sofi Wealth, LLC | 5.59% | Add +1.3% | 2,635,605 | $138.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -20.4% | 2,547,345 | $134.3M |
| Old Mission Capital LLC | 3.23% | New | 2,406,212 | $126.9M |
| BlackRock, Inc. | 0.00% | Add +102.5% | 2,346,711 | $123.7M |
| Merit Financial Group, LLC | 0.74% | Reduce -10.7% | 2,249,238 | $118.6M |
| OneDigital Investment Advisors LLC | 0.98% | Reduce -17.7% | 2,202,045 | $116.1M |
| Foundations Investment Advisors, LLC | 1.17% | Reduce -10.9% | 2,163,848 | $114.1M |
| Abundance Wealth Counselors | 6.64% | Add +74.1% | 1,939,405 | $102.2M |
| UBS Group AG | 0.02% | Add +54.7% | 1,922,376 | $101.3M |
| Royal Bank of Canada | 0.02% | Add +72.1% | 1,861,364 | $98.1M |
| Arax Advisory Partners | 0.64% | Add +146.7% | 1,817,689 | $95.8M |
| Osaic Holdings, Inc. | 0.11% | Add +8.4% | 1,734,778 | $91.5M |
| JB Capital LLC | 3.01% | Reduce -22.2% | 1,651,778 | $87.1M |
| Focus Partners Wealth | 0.08% | Add +4417.4% | 1,516,660 | $80.0M |
| Stifel Financial Corp. | 0.07% | Reduce -11.7% | 1,502,184 | $79.2M |
| Destination Wealth Management | 1.80% | Reduce -0.9% | 1,464,996 | $77.2M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -12.1% | 1,393,229 | $73.1M |
| Advocacy Wealth Management, LLC | 2.65% | Reduce -16.0% | 1,384,319 | $73.0M |
| Sanctuary Advisors, LLC | 0.33% | Reduce -15.7% | 1,353,121 | $71.3M |
| Jane Street Group, LLC | 0.04% | Add +236.9% | 1,320,642 | $69.6M |
| United Capital Financial Advisors, LLC | 0.37% | Reduce -15.9% | 1,275,000 | $67.2M |
| Quotient Wealth Partners, LLC | 1.23% | Reduce -5.7% | 991,220 | $52.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.44% | Reduce -0.7% | 939,162 | $49.5M |
| Integrated Wealth Concepts LLC | 0.30% | Add +0.9% | 874,028 | $46.1M |
| Vise Technologies, Inc. | 0.52% | Add +258.7% | 870,180 | $45.9M |
| AE Wealth Management LLC | 0.20% | Reduce -17.6% | 823,838 | $43.4M |
| Equitable Holdings, Inc. | 0.26% | Add +15.9% | 822,877 | $43.4M |
| Ascent Group, LLC | 1.27% | Reduce -17.1% | 806,289 | $42.5M |
| Atria Investments, Inc | 0.38% | Reduce -18.2% | 727,504 | $38.4M |
| IHT Wealth Management, LLC | 0.81% | Add +5.3% | 720,220 | $38.0M |
| Cerity Partners LLC | 0.05% | Reduce -20.4% | 708,465 | $37.4M |
| Integrity Alliance, Llc. | 1.17% | Reduce -16.3% | 708,263 | $37.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -4.6% | 704,032 | $37.1M |
| Assetmark, Inc. | 0.06% | Reduce -5.1% | 695,064 | $36.6M |
| Patton Albertson Miller Group, LLC | 3.58% | Add +3.1% | 682,952 | $36.0M |
| Truist Financial Corp. | 0.04% | Reduce -8.6% | 678,726 | $35.8M |
| Prosperity Consulting Group, LLC | 1.35% | Add +8702.4% | 677,611 | $35.7M |
| Quadrature Capital Ltd | 0.29% | New | 647,452 | $34.1M |
| Kestra Advisory Services, LLC | 0.11% | Add +12.1% | 641,195 | $33.8M |
| Tennessee Valley Asset Management Partners | 3.72% | Reduce -0.2% | 639,824 | $33.7M |
| Bensler, LLC | 2.95% | New | 632,671 | $33.4M |
| CreativeOne Wealth, LLC | 0.71% | Reduce -22.8% | 625,253 | $33.0M |
| Vestmark Advisory Solutions, Inc. | 0.31% | Add +41.3% | 624,494 | $32.9M |
| Parcion Private Wealth LLC | 1.82% | Reduce -12.9% | 622,079 | $32.8M |
| Shepherd Financial Partners LLC | 2.68% | Reduce -0.7% | 618,705 | $32.6M |
| Wharton Business Group, LLC | 1.05% | Add +7.5% | 598,286 | $31.5M |
| Icon Wealth Advisors, LLC | 1.88% | Reduce -17.9% | 592,488 | $31.2M |
| Marks Group Wealth Management, Inc | 2.36% | Add +165.5% | 514,468 | $27.1M |
| Triad Wealth Partners, LLC | 1.59% | Add +4.0% | 626,347 | $26.8M |
| Private Advisor Group, LLC | 0.12% | Add +16.7% | 507,975 | $26.8M |
| Mgo One Seven LLC | 0.43% | Reduce -19.4% | 498,577 | $26.3M |
| Scarborough Advisors, LLC | 2.98% | Reduce -15.4% | 531,057 | $26.0M |
| Principal Securities, Inc. | 0.31% | Add +82.0% | 487,559 | $25.7M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -4.1% | 483,113 | $25.5M |
| Sharkey, Howes & Javer | 3.01% | Reduce -20.2% | 473,398 | $25.0M |
| MA Private Wealth | 3.68% | Reduce -0.2% | 468,378 | $24.7M |
| &partners | 0.10% | Add +55.3% | 460,368 | $24.4M |
| Unique Wealth, LLC | 2.82% | Reduce -27.6% | 458,867 | $24.2M |
| West Wealth Group, LLC | 3.89% | Reduce -11.7% | 451,582 | $23.8M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +2.8% | 445,504 | $23.5M |
| Choreo, LLC | 0.25% | Add +726.9% | 437,840 | $23.1M |
| Greater Midwest Financial Group, LLC | 10.79% | Add +61.5% | 410,397 | $21.6M |
| Trek Financial, LLC | 1.06% | Reduce -14.5% | 405,645 | $21.4M |
| Perennial Investment Advisors, LLC | 1.40% | Reduce -0.3% | 397,817 | $21.0M |
| Concurrent Investment Advisors, LLC | 0.18% | Reduce -3.0% | 397,268 | $20.9M |
| Shah Wealth Advisors, LLC | 4.76% | — | 391,169 | $20.6M |
| Global Retirement Partners, LLC | 0.31% | — | 387,287 | $20.4M |
| Stone House Investment Management, LLC | 2.71% | Reduce -17.7% | 386,933 | $20.4M |
| Tsfg, LLC | 2.55% | Reduce -10.3% | 384,247 | $20.3M |
| Keystone Financial Group | 1.18% | Reduce -9.8% | 377,921 | $19.9M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -15.9% | 364,081 | $19.2M |
| Horst & Graben Wealth Management LLC | 2.49% | Reduce -19.7% | 382,368 | $18.9M |
| KWB Wealth | 1.61% | Reduce -14.4% | 357,164 | $18.8M |
| Modern Wealth Management, LLC | 0.22% | Add +44.4% | 355,654 | $18.8M |
| Cahill Financial Advisors Inc. | 1.73% | Add +11.0% | 341,560 | $18.0M |
| HighTower Advisors, LLC | 0.02% | Add +93.4% | 337,302 | $17.8M |
| SteelPeak Wealth, LLC | 0.46% | Reduce -20.4% | 335,401 | $17.7M |
| Capital Analysts, LLC | 0.40% | Reduce -18.4% | 328,627 | $17.3M |
| PAX Financial Group, LLC | 2.56% | Reduce -8.4% | 326,469 | $17.2M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -12.1% | 316,195 | $16.7M |
| CFS Investment Advisory Services, LLC | 1.11% | Reduce -25.5% | 353,805 | $16.6M |
| Eq LLC | 4.04% | Reduce -19.3% | 312,275 | $16.5M |
| Wealth Alliance, LLC | 1.36% | Reduce -6.9% | 308,224 | $16.2M |
| Almanack Investment Partners, LLC. | 2.06% | New | 307,265 | $16.2M |
| Physician Wealth Advisors, Inc. | 1.93% | Reduce -20.8% | 305,913 | $16.1M |
| Security Financial Services, INC. | 2.21% | Reduce -21.6% | 301,712 | $15.9M |
| Detalus Advisors, LLC | 3.09% | Reduce -7.9% | 301,030 | $15.9M |
| NorthRock Partners, LLC | 0.23% | Reduce -28.2% | 297,104 | $15.7M |
| Blue Edge Capital, LLC | 1.84% | Reduce -1.8% | 289,873 | $15.3M |
| Marshall Wace, LLP | 0.01% | New | 288,998 | $15.2M |
| Baird Financial Group, Inc. | 0.02% | Add +201.6% | 288,610 | $15.2M |
| Centerline Wealth Advisors, LLC | 4.74% | Reduce -40.1% | 286,945 | $15.1M |
| Strategic Blueprint, LLC | 0.75% | Reduce -14.3% | 283,852 | $15.0M |
| Advisory Services Network, LLC | 0.17% | Reduce -2.5% | 281,972 | $14.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.47% | Reduce -18.9% | 275,657 | $14.5M |
| Beacon Financial Group | 1.30% | Reduce -14.4% | 271,272 | $14.3M |
| McMorgan & Co. LLC | 2.13% | Reduce -18.9% | 268,644 | $14.2M |
| Kelly Financial Services LLC | 3.03% | Reduce -21.1% | 268,572 | $14.2M |
| Embree Financial Group | 1.40% | Add +22.5% | 264,731 | $14.0M |
| Cardinal Strategic Wealth Guidance | 3.12% | Reduce -8.6% | 261,414 | $13.8M |
| One Wealth Advisors, LLC | 1.52% | Reduce -21.5% | 260,734 | $13.7M |
| Ancora Advisors LLC | 0.27% | Add +12.4% | 260,353 | $13.7M |
| Buttonwood Financial Group, LLC | 7.80% | Reduce -26.8% | 258,723 | $13.6M |
| Oak Barrel Wealth Advisory LLC | 5.88% | — | 252,580 | $13.3M |
| Jones Financial Companies LLLP | 0.01% | Add +20016.1% | 270,562 | $13.3M |
| Keystone Financial Services | 3.37% | Reduce -19.9% | 248,027 | $13.1M |
| Cornerstone Wealth Group, LLC | 0.75% | Add +0.4% | 239,665 | $12.6M |
| Brookstone Capital Management | 0.13% | Reduce -3.2% | 238,544 | $12.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.52% | Reduce -2.3% | 235,240 | $12.4M |
| Midwest Capital Advisors, LLC | 5.02% | Reduce -15.2% | 234,379 | $12.4M |
| Kilter Group LLC | 4.34% | Reduce -12.6% | 227,170 | $12.0M |
| Storen Legacy Partners, LLC | 3.26% | Reduce -39.0% | 226,766 | $12.0M |
| Cypress Wealth Services, LLC | 1.45% | Reduce -16.5% | 223,091 | $11.8M |
| Fifth Third Wealth Advisors LLC | 0.32% | Add +2.0% | 219,874 | $11.6M |
| Golden State Wealth Management, LLC | 1.05% | Add +344.0% | 217,958 | $11.5M |
| Avid Wealth Partners LLC | 5.49% | Reduce -6.9% | 214,928 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +5.9% | 213,884 | $11.3M |
| Hemming& Wealth Management, Inc. | 6.83% | New | 212,817 | $11.2M |
| Archer Investment Management, LLC | 3.82% | Add +5.2% | 211,985 | $11.2M |
| ONE Advisory Partners, LLC | 3.01% | Reduce -22.7% | 209,669 | $11.1M |
| ShoreHaven Wealth Partners, LLC | 3.46% | Reduce -17.0% | 208,852 | $11.0M |
| Swmg, LLC | 2.53% | Reduce -11.8% | 230,059 | $10.7M |
| Legacy Financial Group LLC | 1.21% | Reduce -19.1% | 203,565 | $10.7M |
| Rothschild Wealth LLC | 0.86% | Reduce -14.6% | 203,415 | $10.7M |
| Tidemark, LLC | 2.41% | Reduce -20.8% | 202,869 | $10.7M |
| Stokes Family Office, LLC | 1.22% | Reduce -41.3% | 197,710 | $10.4M |
| Regal Investment Advisors LLC | 0.54% | Reduce -20.1% | 197,643 | $10.4M |
| Gateway Wealth Partners, LLC | 0.62% | Reduce -49.3% | 197,056 | $10.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -18.3% | 217,012 | $10.4M |
| Summit Financial, LLC | 0.11% | Add +7.7% | 194,981 | $10.3M |
| Plancorp, LLC | 0.24% | New | 219,427 | $10.0M |
| Frisch Financial Group, Inc. | 1.70% | Add +128.7% | 187,848 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +43.1% | 186,844 | $9.9M |
| Ewa, LLC | 1.80% | Reduce -18.9% | 186,666 | $9.8M |
| Synergy Investment Management, LLC | 2.37% | Reduce -3.4% | 185,588 | $9.8M |
| World Investment Advisors | 0.16% | Reduce -4.7% | 209,497 | $9.7M |
| Able Wealth Management LLC | 2.18% | Add +25.1% | 179,867 | $9.5M |
| Mutual Advisors, LLC | 0.17% | Reduce -15.0% | 175,763 | $9.3M |
| WJ Wealth Management, LLC | 3.62% | New | 174,181 | $9.2M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -10.0% | 173,307 | $9.1M |
| Apeiron RIA LLC | 2.34% | Add +8.9% | 173,014 | $9.1M |
| Vertex Planning Partners, LLC | 1.34% | Add +8.0% | 171,060 | $9.0M |
| Bay Harbor Wealth Management, LLC | 2.04% | Reduce -13.4% | 167,937 | $8.9M |
| Diversify Advisory Services, LLC | 0.15% | New | 210,977 | $8.9M |
| Diversify Wealth Management, LLC | 0.15% | Reduce -15.2% | 210,977 | $8.9M |
| JT Stratford LLC | 0.97% | Reduce -19.1% | 167,819 | $8.8M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Add +1.2% | 165,760 | $8.7M |
| Landing Point Financial Group, LLC | 2.96% | New | 165,409 | $8.7M |
| Steelhead Wealth Management LLC | 3.49% | Add +880.8% | 164,474 | $8.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.89% | Reduce -30.0% | 163,535 | $8.6M |
| Sterling Group Wealth Management, LLC | 3.53% | New | 162,989 | $8.6M |
| Quadrant Private Wealth Management, LLC | 1.89% | Reduce -12.3% | 160,344 | $8.5M |
| Strategies Wealth Advisors, LLC | 0.75% | Add +126.1% | 158,184 | $8.3M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -6.8% | 158,068 | $8.3M |
| Invst, LLC | 0.80% | Reduce -21.8% | 156,337 | $8.2M |
| Mariner, LLC | 0.01% | Reduce -72.1% | 154,143 | $8.1M |
| Blue Trust, Inc. | 0.08% | Reduce -32.8% | 152,995 | $8.1M |
| Lineweaver Wealth Advisors, LLC | 0.96% | Reduce -23.4% | 152,978 | $8.1M |
| TSA Wealth Managment LLC | 2.20% | Reduce -16.2% | 147,814 | $7.8M |
| Lincoln Capital Corp. | 2.51% | Reduce -0.1% | 146,697 | $7.7M |
| Independent Financial Group, LLC | 0.14% | Reduce -6.2% | 142,192 | $7.5M |
| Financial Life Advisors | 2.10% | Add +225.1% | 140,257 | $7.4M |
| Beacon Bridge Wealth Partners, LLC | 2.10% | Reduce -4.4% | 139,883 | $7.4M |
| StoneCrest Wealth Management, Inc. | 2.35% | Reduce -9.9% | 139,683 | $7.4M |
| WealthShield Partners, LLC | 1.12% | Reduce -24.4% | 139,150 | $7.3M |
| Elevation Point Wealth Partners, LLC | 0.14% | Reduce -3.4% | 138,850 | $7.3M |
| Elevated Financial Group LLC | 2.05% | Add +6.7% | 137,765 | $7.3M |
| Beacon Capital Management, LLC | 1.06% | Add +309.6% | 137,458 | $7.2M |
| Central Pacific Bank - Trust Division | 0.76% | Add +35.5% | 136,699 | $7.2M |
| Twin Peaks Wealth Advisors, LLC | 1.61% | Reduce -11.2% | 135,112 | $7.1M |
| J.E. Simmons & Co., P.C. | 3.98% | Reduce -1.8% | 134,090 | $7.1M |
| Western Wealth Management, LLC | 0.23% | Add +33.7% | 131,810 | $6.9M |
| Gen-Wealth Partners Inc | 1.93% | Reduce -5.9% | 131,507 | $6.9M |
| Intelligence Driven Advisers, LLC | 1.12% | Reduce -6.7% | 130,866 | $6.9M |
| Keebeck Wealth Management | 0.67% | Reduce -13.5% | 130,289 | $6.9M |
| Mayflower Financial Advisors, LLC | 0.58% | Reduce -16.8% | 126,871 | $6.7M |
| Liberty Wealth Management LLC | 0.83% | No change | 202,464 | $6.7M |
| Berbice Capital Management LLC | 3.44% | Add +53.3% | 126,228 | $6.7M |
| Town Capital LLC | 4.22% | Reduce -9.8% | 126,199 | $6.7M |
| Peak Wealth Management LLC | 4.67% | Reduce -11.8% | 126,148 | $6.7M |
| Integras Partners LLC | 3.65% | Reduce -9.9% | 125,555 | $6.6M |
| Endeavor Private Wealth, Inc. | 1.61% | Reduce -10.1% | 125,388 | $6.6M |
| Skyline Advisors, Inc. | 2.04% | Add +28.7% | 123,161 | $6.5M |
| Hobbs Wealth Management, LLC | 5.46% | Reduce -7.8% | 122,585 | $6.5M |
| Sovran Advisors, LLC | 0.48% | Reduce -5.9% | 161,569 | $6.4M |
| Founders Financial Alliance, LLC | 0.85% | Add +20360.7% | 121,741 | $6.4M |
| Ameritas Advisory Services, LLC | 0.13% | Add +401.8% | 121,383 | $6.4M |
| Cobblestone Asset Management LLC | 2.55% | Reduce -26.5% | 116,084 | $6.1M |
| Daviman Financial, LLC | 3.37% | Reduce -11.8% | 115,889 | $6.1M |
| A4 Wealth Advisors LLC | 4.11% | Reduce -0.6% | 115,680 | $6.1M |
| VestGen Advisors, LLC | 0.18% | Reduce -15.6% | 113,997 | $6.0M |
| Focus Financial Network, Inc. | 0.18% | Reduce -18.7% | 111,967 | $5.9M |
| Empowered Funds, LLC | 0.03% | New | 111,543 | $5.9M |
| Moneta Group Investment Advisors LLC | 0.04% | New | 110,614 | $5.8M |
| Lifelong Wealth Advisors, Inc. | 1.37% | Reduce -5.1% | 110,311 | $5.8M |
| Maia Wealth LLC | 0.86% | Reduce -5.0% | 110,016 | $5.8M |
| SigFig Wealth Management, LLC | 0.15% | Reduce -22.8% | 113,468 | $5.8M |
| Kovack Advisors, Inc. | 0.27% | Add +806.0% | 111,497 | $5.6M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -28.2% | 104,274 | $5.5M |
| Daybright Advisory Services, Inc. | 1.31% | New | 132,710 | $5.5M |
| One Wealth Capital Management, LLC | 1.55% | Reduce -1.6% | 103,328 | $5.4M |
| Simplicity Wealth,LLC | 0.18% | Reduce -1.4% | 102,669 | $5.4M |
| M1 Capital Management LLC | 1.96% | Reduce -23.4% | 100,669 | $5.3M |
| Clear Wave Wealth Management LLC | 1.17% | Reduce -26.1% | 99,422 | $5.2M |
| Advyzon Investment Management, LLC | 0.37% | Reduce -32.4% | 97,900 | $5.2M |
| Citigroup Inc. | 0.00% | Add +137.1% | 97,298 | $5.1M |
| Core Wealth Advisors, LLC | 3.78% | Reduce -26.1% | 97,213 | $5.1M |
| LiftPoint Family Wealth Advisors LLC | 3.45% | Reduce -9.8% | 96,462 | $5.1M |
| Polaris Investment Advisors, LLC | 3.17% | Reduce -13.7% | 93,827 | $4.9M |
| Resolute Wealth Advisor, Inc. | 2.79% | No change | 148,946 | $4.9M |
| Two Sigma Investments, LP | 0.00% | New | 93,000 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | New | 92,546 | $4.9M |
| Cyndeo Wealth Partners, LLC | 0.22% | Reduce -38.8% | 89,188 | $4.7M |
| SWP Financial LLC | 2.16% | Reduce -23.2% | 88,631 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +5.0% | 87,776 | $4.6M |
| Ehrlich Financial Group | 2.36% | New | 87,103 | $4.6M |
| Harbour Investments, Inc. | 0.06% | Add +190.1% | 85,425 | $4.5M |
| Pinion Investment Advisors, LLC | 0.85% | Reduce -15.8% | 85,353 | $4.5M |
| Spectrum Planning & Advisory Services Inc. | 2.00% | Reduce -18.6% | 84,801 | $4.5M |
| Curtis Wealth Management LLC | 3.74% | Reduce -22.9% | 83,711 | $4.4M |
| Centurion Wealth Management LLC | 1.05% | Reduce -14.3% | 83,628 | $4.4M |
| Redhawk Wealth Advisors, Inc. | 0.43% | New | 83,278 | $4.4M |
| Absolute Capital Management, LLC | 1.09% | Add +19.9% | 82,900 | $4.4M |
| Tradition Wealth Management, LLC | 0.27% | Reduce -14.4% | 82,465 | $4.3M |
| Uptick Partners, LLC | 0.67% | Reduce -5.3% | 82,204 | $4.3M |
| Bedminster, LLC | 3.68% | Reduce -18.7% | 81,779 | $4.3M |
| Csenge Advisory Group | 0.17% | Reduce -15.0% | 81,439 | $4.3M |
| Lantz Financial LLC | 0.79% | Reduce -11.1% | 81,318 | $4.3M |
| PFG Advisors | 0.21% | Reduce -2.9% | 79,544 | $4.2M |
| CoreCap Advisors, LLC | 0.12% | Reduce -3.9% | 79,459 | $4.2M |
| Milestone Asset Management, LLC | 0.65% | Reduce -9.0% | 78,515 | $4.1M |
| Cornerstone Planning Group LLC | 0.52% | Reduce -1.9% | 90,499 | $4.1M |
| Ashton Thomas Securities, LLC | 0.60% | Reduce -21.6% | 77,123 | $4.1M |
| United Advisor Group, LLC | 0.43% | Add +1.4% | 76,672 | $4.0M |
| Verus Capital Partners, LLC | 0.21% | Add +4.0% | 75,283 | $4.0M |
| FFG Retirement Advisors LLC | 2.06% | Reduce -0.7% | 73,966 | $3.9M |
| Braun-Bostich & Associates Inc. | 2.16% | Reduce -21.5% | 73,453 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +0.0% | 71,603 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 71,230 | $3.8M |
| Novem Group | 0.38% | Add +75.4% | 70,182 | $3.7M |
| Intentional Wealth Strategies, LLC | 3.42% | Reduce -18.6% | 69,172 | $3.6M |
| Panoramic Investment Advisors, LLC | 1.73% | Reduce -0.9% | 68,712 | $3.6M |
| Summit Wealth Partners, LLC | 0.51% | Add +37.0% | 67,570 | $3.6M |
| Gilbert Capital Group, Inc. | 2.47% | New | 66,769 | $3.5M |
| Shared Vision Wealth Group LLC | 1.19% | Reduce -23.1% | 65,784 | $3.5M |
| Merkkuri Wealth Advisors LLC | 2.14% | Reduce -5.9% | 65,459 | $3.5M |
| Hyposwiss Advisors SA | 3.24% | Add +3099.5% | 64,950 | $3.4M |
| Tyche Wealth Partners LLC | 0.48% | Reduce -4.5% | 64,680 | $3.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.92% | Reduce -22.4% | 64,656 | $3.4M |
| Advus Financial Partners, LLC | 0.75% | Add +20.4% | 62,543 | $3.3M |
| Redwood Investment Management, LLC | 0.32% | Reduce -17.1% | 61,488 | $3.2M |
| Family Manage LLC | 0.34% | Add +134.5% | 60,963 | $3.2M |
| Hoxton Planning & Management, LLC | 0.83% | Reduce -17.1% | 60,588 | $3.2M |
| Sageworth Trust Co | 0.13% | Add +42.4% | 60,203 | $3.2M |
| Hopwood Nicholas Hunter | 0.86% | Reduce -13.8% | 59,727 | $3.1M |
| Beto Financial Group, LLC | 1.65% | Add +7.0% | 73,653 | $3.1M |
| Portfolio Resources Advisor Group, Inc. | 2.66% | Reduce -19.1% | 59,611 | $3.1M |
| Wealth Quarterback LLC | 0.97% | Add +7.5% | 59,414 | $3.1M |
| May Hill Capital, LLC | 0.63% | Reduce -22.2% | 57,579 | $3.0M |
| Chatterton & Associates Inc. | 1.77% | Reduce -12.7% | 62,697 | $3.0M |
| Retirement Wealth Solutions LLC | 1.66% | Reduce -4.3% | 57,136 | $3.0M |
| RFG Advisory, LLC | 0.05% | Reduce -13.7% | 56,884 | $3.0M |
| Balefire, LLC | 0.48% | Add +617.9% | 56,215 | $3.0M |
| Commonwealth Retirement Investments LLC | 0.79% | Add +4.2% | 55,411 | $2.9M |
| Bull Harbor Capital LLC | 0.57% | Reduce -0.5% | 55,245 | $2.9M |
| NWF Advisory Services Inc. | 0.27% | Add +100.6% | 54,565 | $2.9M |
| Barnes Wealth Management Group, Inc | 1.32% | Reduce -13.6% | 54,289 | $2.9M |
| Van Hulzen Asset Management, LLC | 0.20% | New | 53,669 | $2.8M |
| WealthPoint Financial, LLC | 2.06% | Reduce -12.8% | 53,602 | $2.8M |
| Firethorn Wealth Partners, LLC | 0.89% | Reduce -18.2% | 52,277 | $2.8M |
| Wealthgarden F.S. LLC | 1.56% | Add +10.6% | 52,073 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -15.6% | 52,010 | $2.7M |
| Theory Financial LLC | 0.86% | Reduce -24.5% | 51,700 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | New | 51,051 | $2.7M |
| Insigneo Advisory Services, LLC | 0.10% | New | 50,748 | $2.7M |
| IFG Advisory, LLC | 0.09% | New | 50,623 | $2.7M |
| Integrity Advisory Solutions, LLC | 0.27% | Add +1.8% | 49,350 | $2.6M |
| Benjamin Edwards Inc. | 0.02% | Add +6.9% | 48,968 | $2.6M |
| Davis Wealth Advisors, LLC | 1.95% | Reduce -24.9% | 47,904 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -2.0% | 47,843 | $2.5M |
| WealthTrak Capital Management LLC | 1.64% | Reduce -15.2% | 47,371 | $2.5M |
| Armor Investment Advisors, LLC | 0.80% | Add +16.8% | 47,345 | $2.5M |
| Mark Sheptoff Financial Planning, LLC | 1.32% | Add +5.5% | 47,339 | $2.5M |
| Sowell Financial Services LLC | 0.08% | Add +2.1% | 47,329 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -11.2% | 47,983 | $2.4M |
| XY Planning Network, Inc. | 0.30% | Reduce -11.6% | 46,018 | $2.4M |
| Blalock Williams, LLC | 1.57% | Reduce -16.5% | 45,810 | $2.4M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -0.3% | 45,617 | $2.4M |
| Ridgeline Wealth Planning, LLC | 1.51% | Add +28.9% | 45,239 | $2.4M |
| AQR Capital Management | 0.00% | Reduce -4.8% | 44,977 | $2.4M |
| Keystone Wealth Services, LLC | 0.44% | Add +11.5% | 44,786 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +12.8% | 43,747 | $2.3M |
| Northland Securities, Inc. | 1.33% | Add +14.4% | 43,375 | $2.3M |
| LifePlan Investment Advisors, Inc. | 0.78% | Reduce -22.0% | 42,949 | $2.3M |
| WealthPLAN Partners, LLC | 0.42% | Reduce -17.9% | 41,910 | $2.2M |
| Zenith Solutions, Inc. | 1.97% | — | 41,262 | $2.2M |
| US Bancorp \de | 0.00% | Add +18.9% | 41,234 | $2.2M |
| Tempus Wealth Planning, LLC | 0.41% | Add +5.7% | 39,879 | $2.1M |
| Leigh Baldwin & Co., LLC | 1.13% | Add +1.8% | 39,709 | $2.1M |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +48.2% | 39,244 | $2.1M |
| Vantage Point Financial LLC | 0.63% | Reduce -16.8% | 38,844 | $2.0M |
| Creative Financial Designs Inc. | 0.10% | Add +0.7% | 38,696 | $2.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -6.4% | 38,639 | $2.0M |
| Natixis Advisors, LLC | 0.00% | New | 38,259 | $2.0M |
| PFG Investments, LLC | 0.08% | Add +80.6% | 37,993 | $2.0M |
| BCU Wealth Advisors, LLC | 0.65% | Reduce -20.0% | 37,305 | $2.0M |
| Sanchez Gaunt Capital Management, LLC | 1.07% | Reduce -12.4% | 36,238 | $1.9M |
| IFP Advisors, Inc | 0.03% | Reduce -59.3% | 35,826 | $1.9M |
| Savvy Advisors, Inc. | 0.04% | Add +63.4% | 35,474 | $1.9M |
| OMNI 360 Wealth, Inc. | 0.86% | Add +8.4% | 35,105 | $1.9M |
| Clear Creek Financial Management, LLC | 0.12% | Add +63.9% | 35,076 | $1.8M |
| Gotham Asset Management | 0.00% | Add +97.1% | 34,898 | $1.8M |
| Arwa LLC | 0.75% | Add +315.5% | 41,696 | $1.8M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -23.3% | 33,851 | $1.8M |
| Creative Planning | 0.00% | Add +41.5% | 33,849 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 33,567 | $1.8M |
| J.M. Arbour, LLC | 1.52% | Reduce -22.3% | 33,480 | $1.8M |
| Smartleaf Asset Management LLC | 0.06% | No change | 34,174 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -1.1% | 32,385 | $1.7M |
| KM Capital Management Ltd. | 0.79% | Reduce -1.2% | 31,935 | $1.7M |
| Global View Capital Management LLC | 0.34% | New | 31,599 | $1.7M |
| Compound Planning, Inc. | 0.04% | Reduce -15.0% | 31,423 | $1.7M |
| PUREfi Wealth, LLC | 0.91% | Reduce -17.2% | 31,414 | $1.7M |
| Horizon Wealth Management, LLC | 0.21% | Reduce -10.6% | 31,048 | $1.6M |
| Private Trust Co. NA | 0.13% | Add +30.0% | 30,976 | $1.6M |
| WNY Asset Management, LLC | 0.15% | Reduce -11.7% | 30,941 | $1.6M |
| Stephen J. Garry & Associates, LLC | 1.18% | Reduce -4.0% | 30,780 | $1.6M |
| Asempa Wealth Advisors | 1.22% | Add +26.1% | 30,440 | $1.6M |
| Sutton Place Investors LLC | 0.77% | Reduce -17.4% | 30,009 | $1.6M |
| Capital Investment Management, Inc. | 0.48% | Reduce -19.0% | 29,915 | $1.6M |
| Cardinal Point Capital Management ULC | 0.09% | No change | 29,739 | $1.6M |
| Alta Wealth Advisors LLC | 0.42% | Add +9.1% | 29,721 | $1.6M |
| Sound Income Strategies, LLC | 0.07% | Add +109.8% | 29,705 | $1.6M |
| Centaurus Financial, Inc. | 0.06% | Add +484.3% | 29,672 | $1.6M |
| SMART Wealth LLC | 0.33% | Add +130.7% | 29,459 | $1.6M |
| TritonPoint Partners, LLC | 0.13% | Reduce -42.4% | 29,242 | $1.5M |
| Bank of Montreal | 0.00% | Add +23609.8% | 28,926 | $1.5M |
| Interchange Capital Partners, LLC | 0.28% | New | 28,111 | $1.5M |
| Tidal Investments LLC | 0.00% | New | 27,796 | $1.5M |
| Regimen Wealth, LLC | 0.39% | Reduce -3.3% | 27,733 | $1.5M |
| SKY-Mountain Capital Management, Inc. | 1.04% | New | 27,497 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.58% | Add +1.4% | 32,684 | $1.4M |
| Fifth Third Bancorp | 0.00% | Reduce -13.2% | 27,206 | $1.4M |
| Traveka Wealth, LLC | 0.48% | Reduce -8.0% | 27,172 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -14.6% | 27,154 | $1.4M |
| Magnolia Private Wealth, LLC | 0.77% | Add +54.7% | 26,649 | $1.4M |
| Kickstand Ventures, Llc. | 0.25% | Reduce -4.8% | 26,469 | $1.4M |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -12.6% | 26,095 | $1.4M |
| Third View Private Wealth, LLC | 0.17% | New | 25,977 | $1.4M |
| Transamerica Financial Advisors, LLC | 0.12% | Add +6.2% | 25,930 | $1.4M |
| Beacon Financial Advisory LLC | 0.27% | Reduce -4.7% | 25,824 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +24.9% | 25,774 | $1.4M |
| Beacon Financial Planning, Inc. | 0.46% | Add +119.2% | 25,679 | $1.4M |
| Brookwood Investment Group LLC | 0.16% | Reduce -24.5% | 25,510 | $1.3M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -30.2% | 25,173 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +139.4% | 25,152 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.18% | New | 25,029 | $1.3M |
| W Advisors, LLC | 0.60% | Reduce -19.5% | 24,852 | $1.3M |
| Fairvoy Private Wealth, LLC | 0.26% | Reduce -31.7% | 24,609 | $1.3M |
| EFG International AG | 0.02% | Reduce -6.4% | 24,573 | $1.3M |
| Nwam LLC | 0.06% | Add +9.1% | 24,548 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Reduce -8.3% | 24,190 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +51.3% | 23,948 | $1.3M |
| Vantus Wealth LLC | 0.68% | — | 23,906 | $1.3M |
| DecisionMap Wealth Management, LLC | 0.70% | Add +2.2% | 23,811 | $1.3M |
| M Holdings Securities, Inc. | 0.17% | Reduce -6.8% | 24,543 | $1.2M |
| Raleigh Capital Management Inc. | 0.39% | Reduce -23.6% | 23,341 | $1.2M |
| Unify Financial Advisors | 1.12% | Reduce -26.1% | 23,054 | $1.2M |
| Optivise Advisory Services LLC | 0.61% | Reduce -9.0% | 22,932 | $1.2M |
| Joel Isaacson & Co., LLC | 0.03% | New | 22,701 | $1.2M |
| Arsenal Capital Advisors LLC | 0.70% | New | 22,632 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.30% | Reduce -30.3% | 22,554 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Reduce -30.8% | 22,166 | $1.2M |
| Cassilly Financial Group LLC | 0.84% | Reduce -16.6% | 22,043 | $1.2M |
| Arcadia Wealth Management, LLC | 0.36% | Add +35.7% | 21,990 | $1.2M |
| Accelerate Investment Advisors LLC | 0.64% | Reduce -1.5% | 21,284 | $1.1M |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -22.4% | 21,037 | $1.1M |
| Alterna Wealth Management, Inc. | 0.64% | Add +12.0% | 21,033 | $1.1M |
| FWG Investments, LLC. | 0.59% | Reduce -8.2% | 20,994 | $1.1M |
| Two West Capital Advisors LLC | 0.55% | Reduce -5.5% | 25,825 | $1.1M |
| Integrated Wealth Management | 1.16% | Reduce -23.9% | 20,831 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +6.4% | 20,707 | $1.1M |
| Global Wealth Strategies & Associates | 0.21% | Reduce -1.4% | 20,682 | $1.1M |
| Lifeworks Advisors, LLC | 0.11% | Add +2.5% | 20,574 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -17.4% | 20,377 | $1.1M |
| RDA Financial Network | 0.23% | Reduce -13.6% | 20,319 | $1.1M |
| Spire Wealth Management | 0.03% | Add +67.9% | 19,799 | $1.0M |
| Argent Trust Co | 0.03% | Reduce -5.4% | 18,915 | $997K |
| Lantern Wealth Advisors, LLC | 0.46% | Reduce -1.9% | 18,880 | $995K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -17.0% | 18,605 | $981K |
| GWN Securities Inc. | 0.16% | Add +8.7% | 18,452 | $973K |
| Formidable Asset Management, LLC | 0.15% | Add +44.7% | 29,458 | $971K |
| Latitude Advisors, LLC | 0.39% | Add +24.2% | 18,399 | $970K |
| Maripau Wealth Management LLC | 0.35% | Reduce -26.5% | 18,395 | $970K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.9% | 18,264 | $963K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +17.5% | 18,244 | $962K |
| Caliber Wealth Management, LLC / KS | 0.09% | Add +15.3% | 18,073 | $953K |
| Emergent Wealth Advisors, LLC | 0.48% | New | 11,799 | $922K |
| Lloyd Advisory Services, LLC. | 0.35% | Add +190.5% | 17,110 | $902K |
| MKT Advisors LLC | 0.28% | Reduce -18.7% | 19,757 | $900K |
| GatePass Capital, LLC | 0.35% | Add +15.3% | 16,895 | $891K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -21.8% | 16,644 | $877K |
| Grange Capital, LLC | 0.80% | New | 16,363 | $863K |
| Avantra Family Wealth, Inc. | 0.55% | Reduce -15.3% | 16,337 | $861K |
| Semus Wealth Partners LLC | 0.41% | Reduce -13.7% | 16,057 | $847K |
| Aspire Private Capital, LLC | 0.17% | Reduce -21.3% | 16,031 | $845K |
| Vision Retirement, LLC | 0.20% | Add +17.3% | 16,014 | $844K |
| Resurgent Financial Advisors LLC | 0.23% | Reduce -17.6% | 15,292 | $806K |
| Wealth Watch Advisors, INC | 0.26% | New | 15,256 | $804K |
| DV Equities, LLC | 0.11% | — | 14,937 | $787K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +12.2% | 14,881 | $785K |
| CFO4Life Group, LLC | 0.11% | New | 14,828 | $782K |
| StoneX Group Inc. | 0.03% | New | 14,913 | $773K |
| Box Hill Private Wealth LLC | 0.62% | Add +88.5% | 14,651 | $772K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +463.8% | 14,529 | $766K |
| MN Wealth Advisors, LLC | 0.32% | Reduce -14.1% | 14,462 | $762K |
| Legacy Wealth Partners, LLC | 0.17% | Reduce -2.5% | 14,282 | $753K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -2.6% | 14,231 | $750K |
| Shelton Capital Management | 0.01% | New | 14,198 | $749K |
| Solstein Capital, LLC | 0.25% | New | 13,749 | $725K |
| Silverlake Wealth Management LLC | 0.14% | Add +75.8% | 13,614 | $718K |
| GeoWealth Management, LLC | 0.02% | Reduce -19.3% | 13,595 | $717K |
| MSH Capital Advisors LLC | 0.12% | Reduce -6.9% | 13,575 | $716K |
| World Equity Group, Inc. | 0.16% | Reduce -60.2% | 13,566 | $715K |
| Betterment LLC | 0.00% | Reduce -19.3% | 13,218 | $697K |
| Imprint Wealth LLC | 2.80% | Reduce -23.1% | 13,070 | $689K |
| Rossby Financial, LCC | 0.13% | Add +61.6% | 12,962 | $683K |
| Cadia Private Client LLC | 0.48% | Add +19.4% | 12,790 | $674K |
| Parallel Advisors, LLC | 0.01% | Add +1037.0% | 12,757 | $673K |
| Key Capital Management, INC | 0.34% | Add +21.0% | 12,650 | $667K |
| IPG Investment Advisors LLC | 0.10% | Add +3.8% | 12,612 | $665K |
| Saxon Interests, Inc. | 0.18% | New | 12,593 | $664K |
| Yukon Wealth Management, Inc. | 0.18% | Add +22.6% | 12,254 | $646K |
| Crown Wealth Group, LLC | 0.16% | Add +4.8% | 12,140 | $640K |
| Fiduciary Financial Advisors | 0.06% | New | 12,109 | $638K |
| Strategic Financial Concepts, LLC | 0.19% | Reduce -80.7% | 12,067 | $636K |
| Castleview Partners, LLC | 0.28% | New | 12,024 | $634K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -19.8% | 11,528 | $608K |
| Callan Family Office, LLC | 0.01% | New | 11,456 | $604K |
| LexAurum Advisors, LLC | 0.07% | No change | 11,389 | $600K |
| Cooper Financial Group | 0.05% | Reduce -9.9% | 11,274 | $594K |
| Arvest Bank Trust Division | 0.03% | New | 11,088 | $585K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -24.6% | 11,055 | $583K |
| Main Street Financial Solutions, LLC | 0.04% | New | 11,047 | $582K |
| Richardson Capital Management LLC | 0.25% | Add +23.4% | 11,038 | $582K |
| Parkway Wealth Management Group, LLC | 0.07% | Reduce -26.8% | 10,986 | $579K |
| Kestra Investment Management, LLC | 0.01% | New | 10,881 | $574K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | No change | 10,755 | $567K |
| Leavell Investment Management, Inc. | 0.02% | New | 10,636 | $561K |
| Harborfront Financial Group LLC | 2.11% | — | 10,627 | $560K |
| Vermillion Wealth Management, Inc. | 0.13% | New | 10,586 | $558K |
| Concorde Asset Management, LLC | 0.31% | Reduce -15.6% | 10,093 | $532K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.28% | New | 10,079 | $531K |
| Spinnaker Investment Group, LLC | 0.08% | New | 10,055 | $530K |
| Blue Capital, Inc. | 0.34% | Reduce -22.8% | 10,030 | $529K |
| Lockerman Financial Group, Inc. | 0.81% | Add +7.3% | 10,018 | $528K |
| Advisory Solutions Group, LLC | 0.18% | — | 9,957 | $525K |
| FMR LLC | 0.00% | Add +108.0% | 9,791 | $516K |
| Advisor OS, LLC | 0.03% | Add +11.9% | 9,498 | $501K |
| First Growth Capital LLC | 0.38% | New | 9,393 | $495K |
| XTX Topco Ltd | 0.01% | New | 9,319 | $491K |
| Aegis Wealth Management, Inc. | 0.31% | Reduce -8.0% | 9,225 | $486K |
| Freedom Investment Management, Inc. | 0.13% | Add +0.5% | 9,027 | $476K |
| Harbor Investment Advisory, LLC | 0.03% | Add +153.4% | 8,962 | $472K |
| Essex Financial Services, Inc. | 0.02% | Add +37.8% | 8,935 | $471K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.6% | 8,921 | $470K |
| Catalyst Investment Management LLC | 0.42% | Reduce -59.4% | 8,823 | $465K |
| Cape Investment Advisory, Inc. | 0.12% | Reduce -13.4% | 8,765 | $462K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +1.1% | 8,727 | $460K |
| Oregon Pacific Wealth Management, LLC | 0.43% | Reduce -8.8% | 8,692 | $458K |
| Fulcrum Equity Management | 0.37% | Reduce -25.0% | 8,661 | $457K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -18.7% | 8,534 | $450K |
| VestGen Investment Management | 0.24% | Reduce -31.1% | 8,459 | $446K |
| ASL Financial, LLC | 0.31% | Add +9.0% | 8,409 | $443K |
| South Shore Capital Advisors | 0.29% | New | 8,222 | $433K |
| Moors & Cabot, Inc. | 0.02% | New | 8,221 | $433K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,139 | $429K |
| RCS Financial Planning, LLC | 0.20% | Reduce -20.4% | 8,022 | $423K |
| BAM Wealth Management, LLC | 0.26% | Reduce -9.8% | 7,943 | $419K |
| Cascade Investment Group, Inc. | 0.23% | Reduce -4.2% | 7,900 | $416K |
| Endowment Wealth Management, Inc. | 0.16% | New | 7,859 | $414K |
| Fiscal Wisdom Wealth Management, LLC | 0.35% | Reduce -2.3% | 7,832 | $413K |
| LongView Wealth Management | 0.10% | Reduce -21.0% | 7,746 | $408K |
| Quartz Partners, LLC | 0.13% | Reduce -22.7% | 7,725 | $407K |
| COFG Advisors, LLC | 0.07% | New | 7,688 | $405K |
| Bison Wealth, LLC | 0.04% | Reduce -0.5% | 8,231 | $397K |
| BDFS Capital LLC | 0.17% | New | 7,519 | $396K |
| FLP Wealth Management, LLC | 0.69% | Reduce -15.8% | 7,413 | $391K |
| Waldron Private Wealth LLC | 0.01% | No change | 7,389 | $390K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -37.2% | 7,310 | $385K |
| Financial Management Professionals, Inc. | 0.04% | Add +27.4% | 7,231 | $381K |
| Midwest Financial Network, LLC | 0.26% | New | 7,213 | $380K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -7.2% | 7,151 | $377K |
| PKS Advisory Services, LLC | 0.06% | New | 7,145 | $377K |
| Waverly Advisors, LLC | 0.00% | New | 7,017 | $370K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.2% | 6,911 | $364K |
| Fisher Asset Management | 0.00% | New | 6,862 | $362K |
| Seeds Investor LLC | 0.04% | Reduce -25.7% | 6,822 | $360K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +3.9% | 6,822 | $360K |
| Atlatl Advisers LLC | 0.09% | Reduce -26.0% | 6,794 | $358K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 6,684 | $352K |
| Pinnacle Family Advisors, LLC | 0.15% | Reduce -20.7% | 6,683 | $352K |
| Sequent Planning LLC | 0.07% | New | 6,640 | $350K |
| Madson Wealth Advisors Inc | 0.24% | Reduce -40.9% | 6,599 | $348K |
| Continuum Advisory, LLC | 0.03% | Reduce -8.3% | 6,599 | $348K |
| Atlas Brown,Inc. | 0.09% | New | 6,528 | $344K |
| Evergreen Wealth Partners LLC | 0.21% | New | 6,528 | $344K |
| Strategy Asset Managers LLC | 0.05% | Reduce -11.4% | 6,394 | $337K |
| Captrust Financial Advisors | 0.00% | New | 6,343 | $334K |
| Forthright Family Wealth Advisory LLC | 0.19% | New | 6,287 | $331K |
| Ballast Rock Private Wealth LLC | 0.15% | New | 6,235 | $329K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +2.3% | 6,230 | $328K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -12.2% | 6,161 | $325K |
| Independent Wealth Advisors LLC | 0.29% | New | 6,106 | $322K |
| Quantinno Capital Management LP | 0.00% | New | 6,027 | $318K |
| Cary Street Partners Financial LLC | 0.01% | Add +840.4% | 5,962 | $314K |
| Trinity Wealth Management, LLC | 0.10% | Reduce -14.1% | 5,868 | $309K |
| Stirlingshire Investments, Inc. | 0.23% | Reduce -28.4% | 5,773 | $304K |
| Wealthspan Partners, LLC | 0.10% | New | 5,740 | $303K |
| Dimension Capital Management LLC | 0.04% | New | 5,686 | $300K |
| Waterloo Capital, L.P. | 0.02% | New | 5,624 | $296K |
| Apollon Financial, LLC | 0.03% | New | 5,550 | $293K |
| AA Financial Advisors, LLC | 0.04% | New | 5,536 | $292K |
| Veracity Capital LLC | 0.08% | New | 5,528 | $291K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -24.0% | 5,460 | $288K |
| Independent Advisor Alliance | 0.01% | Reduce -62.2% | 5,430 | $286K |
| Winthrop Advisory Group LLC | 0.02% | New | 5,406 | $285K |
| Stewardship Advisors, LLC | 0.06% | New | 5,305 | $280K |
| Entrewealth, LLC | 0.10% | New | 6,357 | $279K |
| Elevation Wealth Management LLC | 0.21% | Reduce -16.2% | 5,254 | $277K |
| Auctus Advisors LLC | 0.23% | New | 5,122 | $270K |
| Blue Zone Wealth Advisors, LLC | 0.05% | New | 5,000 | $264K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -74.6% | 4,910 | $259K |
| Empirical Asset Management, LLC | 0.06% | Reduce -24.6% | 4,892 | $258K |
| Smith & Howard Wealth Management, LLC | 0.05% | New | 4,876 | $257K |
| Richmond Investment Services, LLC | 0.08% | Reduce -84.8% | 4,833 | $255K |
| DSG Capital Advisors, LLC | 0.04% | Reduce -17.0% | 5,393 | $252K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -75.7% | 4,746 | $250K |
| Gallacher Capital Management LLC | 0.14% | New | 4,712 | $248K |
| NBT Bank, N.A. | 0.02% | Reduce -2.1% | 4,571 | $241K |
| Berman McAleer LLC | 0.03% | New | 4,550 | $240K |
| Southland Equity Partners LLC | 0.04% | New | 4,530 | $239K |
| Fsa Wealth Partners, Inc. | 0.06% | New | 4,445 | $234K |
| Kingdom Financial Group LLC. | 0.06% | Reduce -25.0% | 4,417 | $233K |
| Brand Asset Management Group, Inc. | 0.05% | New | 4,406 | $232K |
| Prospera Financial Services Inc | 0.00% | New | 4,289 | $226K |
| Professional Financial Advisors, LLC | 0.04% | New | 4,263 | $225K |
| OneAscent Family Office, LLC | 0.11% | New | 4,246 | $224K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.9% | 4,235 | $223K |
| Vident Advisory, LLC | 0.00% | New | 4,172 | $220K |
| Islay Capital Management, LLC | 0.10% | New | 4,143 | $218K |
| PNC Financial Services Group, Inc. | 0.00% | New | 4,112 | $217K |
| Team Financial Group, LLC | 0.09% | Add +179.3% | 4,111 | $217K |
| New Republic Capital, LLC | 0.05% | Reduce -22.9% | 4,037 | $213K |
| PSI Advisors, LLC | 0.05% | New | 4,029 | $212K |
| Searle & Co. | 0.05% | New | 4,000 | $211K |
| Tulsa Wealth Advisors, INC | 0.03% | New | 3,995 | $211K |
| Avior Wealth Management, LLC | 0.01% | New | 3,971 | $209K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 3,956 | $209K |
| Cornerstone Wealth, LLC | 0.10% | New | 4,563 | $207K |
| Commerce Bank | 0.00% | New | 3,878 | $204K |
| Fortis Advisors, LLC | 0.10% | New | 3,868 | $204K |
| Centennial Advisors, LLC | 0.24% | New | 3,796 | $200K |
| Rialto Wealth Management, LLC | 0.04% | New | 3,538 | $187K |
| Mather Group, Llc. | 0.00% | New | 3,534 | $186K |
| Lanark Financial, Inc. | 0.01% | Add +779.6% | 3,360 | $177K |
| Aptus Capital Advisors, LLC | 0.00% | Add +55.5% | 3,194 | $168K |
| Capital Advisor Network LLC | 0.20% | Reduce -11.4% | 2,956 | $156K |
| REAP Financial Group, LLC | 0.03% | Reduce -0.6% | 2,772 | $146K |
| IMA Advisory Services, Inc. | 0.01% | New | 2,578 | $136K |
| Gilpin Wealth Management, LLC | 0.09% | Add +640.9% | 2,356 | $124K |
| First Horizon Corp. | 0.00% | New | 2,185 | $115K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,133 | $112K |
| Mosley Wealth Management | 0.04% | Reduce -92.5% | 2,122 | $112K |
| LifeSteps Financial, Inc. | 0.05% | New | 2,092 | $110K |
| Allworth Financial LP | 0.00% | Add +1986.4% | 1,690 | $89K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -18.1% | 1,463 | $77K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.1% | 1,150 | $61K |
| Bayban | 0.05% | No change | 1,149 | $61K |
| Wells Financial Advisors INC | 0.56% | Add +87.0% | 1,141 | $60K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1,120 | $59K |
| Nemes Rush Group LLC | 0.00% | No change | 1,099 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,050 | $55K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,021 | $54K |
| Regatta Research & Money Management | 0.05% | — | 1,000 | $53K |
| Bokf, NA | 0.00% | Reduce -29.1% | 985 | $52K |
| Bogart Wealth, LLC | 0.00% | Add +2.5% | 982 | $52K |
| Advocate Investing Services LLC | 0.04% | Add +149.6% | 926 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Add +91.9% | 929 | $46K |
| Decker Retirement Planning Inc. | 0.01% | New | 831 | $44K |
| Salomon & Ludwin, LLC | 0.00% | Add +5.3% | 881 | $44K |
| Elevated Capital Advisors, LLC | 0.01% | Add +64.1% | 824 | $43K |
| Cordant, Inc. | 0.02% | New | 816 | $43K |
| Montgomery Financial Services LLC | 0.04% | — | 815 | $43K |
| Signature Equity Partners, LLC | 0.02% | Reduce -15.7% | 782 | $41K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 759 | $40K |
| Keystone Financial Group, Inc. | 0.02% | Add +11.3% | 669 | $35K |
| CENTRAL TRUST Co | 0.00% | Add +2488.0% | 647 | $34K |
| Ameriflex Group, Inc. | 0.01% | Add +24.9% | 626 | $33K |
| Tucker Asset Management LLC | 0.01% | Reduce -18.2% | 558 | $29K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 509 | $27K |
| Clark Wealth Partners | 0.01% | No change | 461 | $24K |
| Key Financial Inc | 0.00% | No change | 446 | $24K |
| JNBA Financial Advisors | 0.00% | No change | 441 | $23K |
| NBH Bank | 0.01% | — | 432 | $23K |
| Crewe Advisors LLC | 0.00% | Add +979.0% | 410 | $22K |
| SHP Wealth Management | 0.00% | New | 365 | $19K |
| Roble, Belko & Company, Inc | 0.00% | No change | 363 | $19K |
| Strive Financial Group ,LLC | 0.01% | New | 352 | $19K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +0.3% | 335 | $18K |
| City State Bank | 0.00% | No change | 310 | $16K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 260 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 252 | $13K |
| Pittenger & Anderson Inc. | 0.00% | New | 240 | $13K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 234 | $12K |
| NFSG Corp | 0.00% | New | 231 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +678.6% | 218 | $11K |
| Networth Advisors, LLC | 0.01% | Reduce -18.5% | 203 | $11K |
| GGM Financial LLC | 0.00% | New | 190 | $10K |
| Clearstead Advisors, LLC | 0.00% | New | 190 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 188 | $10K |
| WPG Advisers, LLC | 0.01% | New | 185 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -92.7% | 171 | $9K |
| Johnson Financial Group, Inc. | 0.00% | Add +127.7% | 148 | $8K |
| Basepoint Wealth LLC | 0.00% | New | 130 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 130 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 122 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 118 | $6K |
| Compass Financial Management LLC | 0.00% | — | 94 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 89 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 88 | $5K |
| Founders Capital Management | 0.00% | New | 74 | $4K |
| Archer Investment Corp | 0.00% | New | 66 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 66 | $3K |
| CX Institutional | 0.00% | New | 56 | $3K |
| DecisionPoint Financial, LLC | 0.00% | New | 60 | $3K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 52 | $3K |
| Register Financial Advisors LLC | 0.00% | New | 46 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 46 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -90.3% | 39 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Add +3.5% | 30 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 25 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 22 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -81.5% | 12 | $633 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $474 |
"% 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.