iShares Flex I A ETF-UsdBINCETF

13F holders, Q1 2026 (March 31)
782holders +40
86new positions
46sold out
3famous investors
$51.93avg. 13F price*

At the end of Q1 2026, 782 institutions reported holding iShares Flex I A ETF-Usd Inc. (BINC) in their 13F filings, up 40 from Q4 2025. 86 opened new positions and 46 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), BlackRock, Inc. ($1.1B) and LPL Financial LLC ($819.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Flex I A ETF-Usd Inc.
Filed as
BLACKROCK ETF TRUST II (Q1 2026)
CUSIP
092528603
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 309Q1 2024Q2 2024: 368Q2 2024Q3 2024: 429Q3 2024Q4 2024: 517Q4 2024Q1 2025: 560Q1 2025Q2 2025: 582Q2 2025Q3 2025: 633Q3 2025Q4 2025: 742Q4 2025Q1 2026: 782Q1 2026Q2 2026: 779Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions86$510.4M
Exits46$32.1M

All 13F filers, Q4 2025 → Q1 2026: 47,201,278 shares bought and 8,908,022 shares sold, net +38,293,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 782 holders

Envestnet Asset Management Inc. 0.38% Reduce -1.7% 27,040,319 $1.4B
BlackRock, Inc. 0.02% Add +37.6% 20,766,582 $1.1B
LPL Financial LLC 0.22% Add +1.1% 15,777,188 $819.3M
JPMorgan Chase & Co. 0.05% Add +11.7% 13,782,273 $713.4M
Dynasty Wealth Management, LLC 5.44% Add +33.7% 12,025,663 $624.5M
Bank of America Corp. 0.04% Add +11.9% 11,621,458 $603.5M
Morgan Stanley 0.03% Add +6.1% 9,884,326 $513.3M
PNC Financial Services Group, Inc. 0.26% Add +2.8% 8,716,481 $452.6M
Ameriprise Financial Inc. 0.10% Reduce -1.2% 8,036,909 $419.0M
Wells Fargo & Company 0.06% Add +18.5% 5,847,098 $303.6M
Goldman Sachs Group Inc. 0.04% Add +68964.1% 5,650,823 $293.4M
Quotient Wealth Partners, LLC 7.59% Add +51.3% 5,551,033 $288.3M
Sequoia Financial Advisors, LLC 1.59% Add +16.2% 5,443,735 $282.7M
UBS Group AG 0.05% Add +12.2% 4,966,240 $257.9M
Cetera Investment Advisers 0.27% Add +6.4% 4,833,094 $251.0M
Jane Street Group, LLC 0.16% New 2,899,173 $150.6M
Sagespring Wealth Partners, LLC 2.71% Reduce -0.1% 2,862,506 $148.6M
OpenArc Corporate Advisory, LLC 2.02% Add +17.0% 2,713,762 $140.9M
MML Investors Services, LLC 0.38% Reduce -6.7% 2,670,558 $138.7M
Royal Bank of Canada 0.03% Add +10.3% 2,638,129 $137.0M
Wharton Business Group, LLC 5.09% Add +11.8% 2,592,485 $134.6M
Merit Financial Group, LLC 0.92% Add +7.0% 2,374,421 $123.3M
Envestnet Portfolio Solutions, Inc. 0.67% Reduce -15.1% 2,323,420 $120.7M
Cliftonlarsonallen Wealth Advisors, LLC 1.62% New 2,123,686 $110.3M
Raymond James Financial Inc. 0.03% Add +19.4% 1,879,840 $97.6M
Kestra Investment Management, LLC 1.64% Add +46.6% 1,836,270 $95.4M
Cwm, LLC 0.25% Reduce -8.9% 1,799,492 $93.4M
Commonwealth Equity Services, LLC 0.12% Reduce -0.9% 1,660,530 $86.2M
Park Avenue Securities LLC 0.66% Reduce -9.1% 1,623,636 $84.3M
Pinnacle Financial Partners, Inc. 0.61% Add +5.5% 1,534,057 $79.7M
Osaic Holdings, Inc. 0.11% Add +14.2% 1,504,289 $78.1M
Jones Financial Companies LLLP 0.04% Add +46.9% 1,501,080 $77.5M
Northwestern Mutual Wealth Management Co. 0.05% Add +23.4% 1,485,416 $77.1M
OneDigital Investment Advisors LLC 0.71% Reduce -1.0% 1,396,637 $72.5M
Integrated Wealth Concepts LLC 0.56% Add +23.3% 1,357,611 $70.5M
Janney Montgomery Scott LLC 0.17% Reduce -14.1% 1,357,562 $70.5M
MAI Capital Management 0.40% Add +37306.7% 1,344,398 $69.8M
Clearwater Capital Advisors, LLC 5.47% Add +18.7% 1,304,331 $67.7M
Americana Partners, LLC 1.75% Reduce -38.8% 1,300,946 $67.6M
Bank of New York Mellon Corp 0.01% Reduce -17.6% 1,221,559 $63.4M
MCF Advisors LLC 2.73% Add +7.0% 1,197,568 $62.2M
Falcon Wealth Planning 4.23% Add +12.9% 1,194,330 $62.0M
Pacific Sage Partners, LLC 9.60% Add +9.9% 1,173,146 $60.9M
HighTower Advisors, LLC 0.06% Reduce -2.5% 1,104,122 $57.3M
NewEdge Advisors, LLC 0.20% Reduce -6.5% 1,040,513 $54.0M
FMR LLC 0.00% Add +151633.8% 1,036,342 $53.8M
Stifel Financial Corp. 0.05% Reduce -2.1% 973,670 $50.6M
Equitable Holdings, Inc. 0.33% Add +12.8% 957,015 $50.5M
HUB Investment Partners, LLC 1.18% Add +12.6% 928,138 $48.2M
Advisor OS, LLC 3.38% New 898,345 $46.7M
MJP Associates Inc. 5.64% New 893,495 $46.4M
United Capital Financial Advisors, LLC 0.28% Reduce -11.2% 884,009 $45.9M
Arete Wealth Advisors, LLC 3.43% Add +40.7% 880,911 $45.8M
Thrivent Financial for Lutherans 0.09% Add +0.9% 862,583 $44.8M
Madison Wealth Partners, Inc 7.14% Add +6.2% 861,802 $44.8M
Mgo One Seven LLC 0.83% Reduce -3.7% 798,569 $41.5M
Summit Financial, LLC 0.51% Add +82.8% 774,495 $40.2M
Truist Financial Corp. 0.05% Reduce -8.9% 757,364 $39.3M
Ogorek Anthony Joseph /NY/ 10.63% Add +12.0% 746,729 $38.8M
Prime Capital Investment Advisors, LLC 0.45% Add +3617.3% 743,242 $38.6M
Arax Advisory Partners 1.02% Add +385.4% 693,123 $36.0M
Corient Private Wealth LP 0.05% Add +60.1% 681,950 $34.9M
Evergreen Capital Management LLC 0.74% Add +0.5% 660,637 $34.3M
Composition Wealth, LLC 0.46% Add +8.0% 645,623 $33.5M
Parallel Advisors, LLC 0.60% Add +8.3% 642,004 $33.3M
Stratos Wealth Partners, LTD. 0.38% Reduce -4.1% 641,392 $33.3M
Betterment LLC 0.06% Add +7.5% 603,679 $31.3M
Grantvest Financial Group LLC 20.08% Add +1.2% 597,500 $31.0M
CGN Advisors LLC 2.45% Add +1.5% 597,421 $31.0M
Valmark Advisers, Inc. 0.36% Add +429.9% 586,763 $30.5M
Assetmark, Inc. 0.06% Add +31.6% 577,321 $30.0M
Kestra Advisory Services, LLC 0.11% Add +2.2% 565,454 $29.4M
Johnson Bixby & Associates, LLC 3.58% Add +9.8% 555,500 $28.8M
Strong Tower Advisory Services 5.38% Add +10.2% 551,018 $28.6M
Cambridge Investment Research Advisors, Inc. 0.07% Add +18.1% 532,915 $27.7M
Lineweaver Wealth Advisors, LLC 3.62% Add +6.0% 517,003 $26.8M
Legacy Financial Group LLC 3.37% Reduce -2.8% 516,483 $26.8M
Vestmark Advisory Solutions, Inc. 0.30% Add +187.8% 515,815 $26.8M
Private Advisor Group, LLC 0.13% Add +12.7% 515,036 $26.7M
Fifth Third Bancorp 0.05% Add +45.2% 494,522 $25.7M
Rockefeller Capital Management L.P. 0.04% Add +42.5% 486,278 $25.3M
Compound Planning, Inc. 0.77% Reduce -16.5% 483,516 $25.1M
55 North Private Wealth, LLC 6.40% Add +3.8% 481,586 $25.0M
Frisch Financial Group, Inc. 5.19% Add +1.9% 477,623 $24.8M
Belpointe Asset Management LLC 0.89% Reduce -10.6% 468,472 $24.3M
Pallas Capital Advisors LLC 0.91% Reduce -8.1% 465,796 $24.2M
NorthCoast Asset Management LLC 0.54% Add +3.5% 446,029 $23.2M
IHT Wealth Management, LLC 0.54% Add +6.5% 444,545 $23.1M
Vivid Wealth Management, LLC 9.20% Add +0.3% 437,676 $22.7M
Mariner, LLC 0.02% Add +10.3% 411,048 $21.3M
Foundations Investment Advisors, LLC 0.26% Reduce -49.9% 405,976 $21.1M
Susquehanna International Group, LLP 0.03% New 404,938 $21.0M
Farther Finance Advisors, LLC 0.20% Add +25.1% 402,307 $20.9M
Faithward Advisors, LLC 2.91% Add +14.3% 392,844 $20.4M
Waverly Advisors, LLC 0.15% Add +21.1% 388,399 $20.2M
AE Wealth Management LLC 0.11% Add +1.4% 386,943 $20.1M
Kavar Capital Partners Group, LLC 2.47% New 380,357 $19.8M
CreativeOne Wealth, LLC 0.45% Reduce -8.5% 372,944 $19.4M
HighPoint Advisor Group LLC 0.79% Add +9.9% 362,397 $18.8M
Pennsylvania Capital Management Inc. 5.34% Add +3.9% 358,530 $18.6M
Baird Financial Group, Inc. 0.03% Add +13.3% 354,243 $18.4M
Northcape Wealth Management, LLC 4.91% New 347,058 $18.0M
McMorgan & Co. LLC 2.90% Add +1.9% 345,019 $17.9M
Eclectic Associates Inc. 2.38% Add +26.0% 344,670 $17.9M
Ullmann Wealth Partners Group, LLC 1.86% Add +19.9% 344,220 $17.9M
NorthRock Partners, LLC 0.29% Add +1.7% 344,179 $17.9M
Summit Wealth Partners, LLC 2.83% Add +9.6% 343,993 $17.9M
Kelly Financial Services LLC 4.19% Add +2.9% 334,470 $17.3M
World Investment Advisors 0.28% Add +10.3% 332,175 $17.2M
Financial Management Network Inc. 2.63% Add +5.4% 328,498 $17.2M
JB Capital LLC 0.69% Reduce -9.4% 329,386 $17.1M
Ascent Group, LLC 0.59% Reduce -7.1% 327,525 $17.0M
Gateway Wealth Partners, LLC 0.66% Add +137.9% 324,790 $16.9M
Signet Financial Management, LLC 1.85% Add +1.7% 318,371 $16.5M
CVA Family Office, LLC 1.69% Add +7.2% 309,343 $16.1M
SteelPeak Wealth, LLC 0.50% Reduce -14.3% 305,829 $15.9M
Condor Capital Management 1.32% Add +4.5% 304,457 $15.8M
Citadel Advisors 0.01% New 302,767 $15.7M
Breakwater Capital Group 2.09% Reduce -0.7% 301,164 $15.6M
Scotia Capital Inc. 0.06% Reduce -1.5% 301,053 $15.6M
&partners 0.08% Reduce -0.3% 301,244 $15.6M
Van Hulzen Asset Management, LLC 1.14% Add +4.8% 295,026 $15.3M
Sharkey, Howes & Javer 1.99% Reduce -16.1% 284,641 $14.8M
Brookstone Capital Management 0.17% Reduce -2.5% 284,231 $14.8M
Kingsview Wealth Management, LLC 0.20% Reduce -31.9% 284,031 $14.7M
Scissortail Wealth Management, LLC 2.88% Add +13.9% 276,049 $14.3M
STAR Financial Bank 6.55% Add +39.1% 267,309 $13.9M
Concurrent Investment Advisors, LLC 0.15% Add +36.4% 256,400 $13.3M
Asio Capital, LLC 1.83% Add +1.7% 251,273 $13.0M
Centerline Wealth Advisors, LLC 4.69% Reduce -14.3% 250,841 $13.0M
Global Wealth Strategies & Associates 3.16% Add +18.8% 247,530 $12.9M
Eaton Financial Holdings Company, LLC 4.16% Add +10.3% 244,731 $12.7M
Selby Wealth Management, LLC 5.00% Reduce -0.0% 244,639 $12.7M
Ducere Wealth Management LLC 5.02% Add +11.9% 243,003 $12.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.72% Reduce -15.1% 242,355 $12.6M
Horst & Graben Wealth Management LLC 1.72% Reduce -29.6% 239,111 $12.5M
Triad Wealth Partners, LLC 0.99% Add +16.1% 240,878 $12.5M
JT Stratford LLC 1.59% Reduce -6.2% 238,893 $12.4M
1 North Wealth Services LLC 4.46% Add +1.3% 237,669 $12.3M
Icon Wealth Advisors, LLC 0.79% Add +0.3% 233,729 $12.2M
Storen Legacy Partners, LLC 3.72% New 228,579 $11.9M
Diversify Wealth Management, LLC 0.21% Add +232.9% 221,426 $11.6M
WJ Wealth Management, LLC 5.36% Reduce -19.2% 220,373 $11.4M
Lhm, Inc. 4.50% Reduce -3.7% 219,984 $11.4M
Cape Investment Advisory, Inc. 3.75% Add +10.6% 216,933 $11.3M
New Capital Management LP 2.76% Add +6.0% 215,491 $11.2M
Signal Tree Financial Partners LLC 8.43% Add +4.6% 214,932 $11.2M
Royal Harbor Partners, LLC 3.76% Reduce -64.8% 213,780 $11.1M
Modern Wealth Management, LLC 0.18% Reduce -0.9% 207,454 $10.8M
Bay Rivers Group 4.46% Add +43.3% 206,250 $10.7M
Marest Capital, LLC 6.14% Reduce -34.8% 204,301 $10.6M
HCR Wealth Advisors 1.05% Add +7.6% 195,501 $10.2M
Steward Partners Investment Advisory, LLC 0.05% Reduce -3.4% 192,861 $10.0M
Founders Grove Wealth Partners, LLC 2.27% Add +7.2% 192,616 $10.0M
Readystate Asset Management LP 1.01% New 190,000 $9.9M
RFG - Bristol Wealth Advisors, LLC 2.64% Add +9.7% 188,064 $9.8M
Perigon Wealth Management, LLC 0.18% Reduce -10.6% 186,048 $9.7M
Beacon Pointe Advisors, LLC 0.05% Add +2332.7% 184,473 $9.6M
Cerity Partners LLC 0.01% Add +840.4% 183,004 $9.5M
KWB Wealth 0.93% Reduce -2.1% 178,831 $9.4M
Ancora Advisors LLC 0.20% Add +12.7% 181,079 $9.4M
Atria Investments, Inc 0.10% Reduce -25.3% 179,327 $9.3M
Eldridge Investment Advisors, Inc. 2.04% Add +12.0% 179,034 $9.3M
Kestra Private Wealth Services, LLC 0.11% Reduce -9.4% 178,811 $9.3M
GTS Financial, LLC 7.33% — 176,774 $9.3M
IFP Advisors, Inc 0.19% Add +19.6% 175,263 $9.1M
J Hagan Capital, Inc. 4.90% Add +21.2% 174,718 $9.1M
Jmac Enterprises LLC 1.73% Add +2.1% 173,701 $9.0M
Strategic Blueprint, LLC 0.52% Reduce -4.1% 173,500 $9.0M
Tidemark, LLC 2.29% Reduce -7.5% 173,445 $9.0M
Csenge Advisory Group 0.41% Add +74.2% 170,296 $8.8M
Cornerstone Wealth Group, LLC 0.56% Add +59.0% 165,907 $8.7M
Alternative Investment Advisors, LLC. 3.81% Add +10.3% 165,140 $8.6M
Apeiron RIA LLC 1.97% Reduce -4.5% 163,369 $8.5M
Integrity Alliance, Llc. 0.31% Add +12.2% 159,223 $8.3M
Heritage Trust Co 0.83% Add +9.1% 158,527 $8.2M
Elevatus Welath Management 4.29% Reduce -21.2% 157,542 $8.2M
CFS Investment Advisory Services, LLC 0.56% Reduce -36.7% 155,123 $8.1M
Snowden Capital Advisors LLC 0.22% Add +56.1% 156,258 $8.1M
Unique Wealth, LLC 1.08% Reduce -0.6% 150,925 $7.8M
First National Bank & Trust Co. of Newtown 1.68% Add +72.0% 150,080 $7.8M
Capital Advisors Wealth Management, LLC 1.05% Add +13.8% 149,876 $7.8M
Tsfg, LLC 1.17% Add +1.1% 149,071 $7.7M
Vertex Planning Partners, LLC 1.50% Add +268.6% 148,581 $7.7M
Refined Wealth Management 4.86% New 148,168 $7.7M
Orion Porfolio Solutions, LLC 0.06% Reduce -16.9% 146,031 $7.6M
Beacon Bridge Wealth Partners, LLC 2.51% Reduce -1.0% 144,646 $7.5M
Stokes Family Office, LLC 0.76% Reduce -14.0% 142,213 $7.4M
One Wealth Advisors, LLC 0.90% Reduce -19.0% 138,700 $7.2M
Advisory Services Network, LLC 0.10% Reduce -7.9% 137,978 $7.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.82% Reduce -22.0% 136,629 $7.1M
Emergent Wealth Advisors, LLC 4.17% Add +194.7% 135,950 $7.1M
Joseph P. Lucia & Associates, LLC 2.52% Add +12.4% 135,898 $7.1M
McNaughton Wealth Management, LLC 2.92% Reduce -5.0% 135,830 $7.1M
Detalus Advisors, LLC 1.61% Add +19.7% 135,498 $7.0M
Family Manage LLC 0.82% Add +4.3% 132,015 $6.9M
Koshinski Asset Management, Inc. 0.42% Add +28.4% 130,612 $6.8M
NTV Asset Management LLC 0.73% Add +94.3% 127,992 $6.6M
Blair William & Co. 0.02% Reduce -26.9% 127,237 $6.6M
Cedar Mountain Advisors, LLC 1.28% Add +0.3% 126,378 $6.6M
Stone House Investment Management, LLC 1.17% Reduce -18.6% 126,143 $6.6M
Focus Partners Wealth 0.01% Add +0.4% 124,449 $6.5M
Scarborough Advisors, LLC 0.71% Reduce -31.3% 124,139 $6.4M
Ashton Thomas Private Wealth, LLC 0.15% Reduce -1.3% 123,529 $6.4M
Phoenix Financial Ltd. 0.06% Reduce -21.6% 123,042 $6.4M
Arkadios Wealth Advisors 0.11% Add +43.7% 122,464 $6.4M
Mutual Advisors, LLC 0.14% Add +14.6% 122,311 $6.4M
Focus Financial Network, Inc. 0.23% Add +47.8% 121,689 $6.3M
Invst, LLC 0.71% Reduce -4.1% 121,635 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +16.8% 119,179 $6.2M
FFG Retirement Advisors LLC 3.56% Add +13.2% 117,752 $6.1M
Autumn Glory Partners, LLC 2.24% Add +104.3% 117,430 $6.1M
Trek Financial, LLC 0.32% Reduce -19.0% 117,094 $6.1M
TSA Wealth Managment LLC 1.96% Reduce -14.7% 116,602 $6.1M
Rollins Financial Advisors, LLC 0.95% Add +11.2% 115,215 $6.0M
Bauman Advisory Group, LLC 4.15% Add +61.6% 113,911 $5.9M
Security Financial Services, INC. 0.92% Reduce -32.8% 112,588 $5.8M
TritonPoint Partners, LLC 2.15% Add +82.6% 112,503 $5.8M
Regal Investment Advisors LLC 0.34% Reduce -8.0% 112,480 $5.8M
Central Pacific Bank - Trust Division 0.78% Add +15.6% 112,411 $5.8M
Castle Wealth Management LLC 1.89% Add +27.6% 112,224 $5.8M
Embree Financial Group 0.67% Add +6.1% 109,765 $5.7M
Wealth Alliance, LLC 0.56% Reduce -12.3% 108,263 $5.6M
Cyndeo Wealth Partners, LLC 0.29% Reduce -4.0% 107,027 $5.6M
Matrix Private Capital Group LLC 2.65% Add +7.1% 106,015 $5.5M
Tableaux LLC 2.66% Add +62.3% 105,906 $5.5M
Beacon Financial Group 0.55% Add +6.2% 105,521 $5.5M
Goldstein Advisors, LLC 0.60% Add +3.6% 103,780 $5.4M
Shared Vision Wealth Group LLC 2.16% Reduce -15.6% 102,023 $5.3M
Advus Financial Partners, LLC 1.31% Add +2.9% 100,792 $5.2M
Hurley Capital, LLC 2.76% Add +101.5% 99,026 $5.1M
Bedminster, LLC 4.64% Add +6.2% 96,009 $5.0M
ONE Advisory Partners, LLC 1.53% Reduce -7.4% 95,292 $4.9M
PAX Financial Group, LLC 0.83% Reduce -7.0% 94,006 $4.9M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -7.6% 93,141 $4.8M
Foundry Financial LLC 2.05% Add +51.5% 92,995 $4.8M
Carson Advisory Inc. 2.49% Add +6.0% 92,546 $4.8M
Peak Wealth Management LLC 3.80% Reduce -25.8% 89,113 $4.6M
WBH Advisory Inc. 0.35% Add +32.3% 89,202 $4.6M
Lincoln Capital Corp. 1.69% New 88,545 $4.6M
Wealthcare Advisory Partners LLC 0.09% Add +6.3% 87,668 $4.6M
Elevated Financial Group LLC 1.50% Add +15.3% 87,021 $4.5M
Sovran Advisors, LLC 0.35% Reduce -2.5% 86,162 $4.5M
J. Mark Nickell & Co. 3.99% Add +1.7% 85,127 $4.4M
Liberty Atlantic Advisors LLC 3.72% Add +57.1% 83,736 $4.3M
Capital Analysts, LLC 0.11% Reduce -54.9% 82,800 $4.3M
BOS Asset Management, LLC 1.10% Add +20.6% 82,621 $4.3M
Cypress Capital Group 0.48% Add +78.9% 82,260 $4.3M
J.W. Cole Advisors, Inc. 0.14% Reduce -27.0% 81,864 $4.3M
Gotham Asset Management 0.01% Add +113.8% 79,610 $4.1M
Stratos Wealth Advisors, LLC 0.25% Add +12.9% 79,494 $4.1M
Canvas Wealth Advisors, LLC 0.70% Reduce -17.8% 78,947 $4.1M
Lunt Capital Management, Inc. 1.56% Add +19.9% 78,193 $4.1M
Bay Harbor Wealth Management, LLC 1.05% Reduce -13.6% 77,758 $4.0M
Midwest Capital Advisors, LLC 1.87% Reduce -13.7% 77,186 $4.0M
Mayflower Financial Advisors, LLC 0.48% Reduce -15.8% 76,655 $4.0M
Able Wealth Management LLC 1.06% Add +639.7% 76,410 $4.0M
Bank of Montreal 0.00% Add +198.4% 76,218 $4.0M
Owen LaRue, LLC 1.51% Add +29.5% 75,998 $3.9M
O'ROURKE & COMPANY, Inc 1.56% Add +19.6% 75,754 $3.9M
Afg Fiduciary Services Limited Partnership 2.31% Reduce -1.7% 75,567 $3.9M
Axxcess Wealth Management, LLC 0.12% Add +187.1% 75,064 $3.9M
NewEdge Wealth, LLC 0.05% Add +248.1% 74,576 $3.9M
Blue Trust, Inc. 0.04% Reduce -24.3% 74,417 $3.9M
Natixis Advisors, LLC 0.01% Add +204.5% 74,410 $3.9M
Financial Life Advisors 1.20% Reduce -1.1% 74,389 $3.9M
Mengis Capital Management, Inc. 0.67% Add +10.6% 74,257 $3.9M
SigFig Wealth Management, LLC 0.11% Reduce -16.0% 74,175 $3.9M
Medallion Wealth Advisors, LLC 1.25% Add +16.8% 73,667 $3.8M
Synergy Investment Management, LLC 1.25% Reduce -25.4% 73,592 $3.8M
DecisionMap Wealth Management, LLC 2.43% Add +37.9% 72,235 $3.8M
Titleist Asset Management, LLC 0.28% Add +9.1% 72,076 $3.7M
BCGM Wealth Management, LLC 0.94% Reduce -34.5% 71,809 $3.7M
Pettinga Financial Advisors LLC 0.68% Add +6.5% 69,968 $3.6M
ShoreHaven Wealth Partners, LLC 1.29% Reduce -20.0% 69,437 $3.6M
L & S Advisors Inc 0.45% Add +0.8% 68,751 $3.6M
FSA Investment Group, LLC 1.44% New 68,721 $3.6M
Larch Capital Partners LLC 0.52% New 68,548 $3.6M
Castle Rock Wealth Management, LLC 0.77% Add +25.6% 68,100 $3.5M
Eq LLC 0.97% Add +9.1% 66,583 $3.5M
Centurion Wealth Management LLC 0.76% Add +2.5% 64,881 $3.4M
Ehrlich Financial Group 1.93% Reduce -8.3% 64,552 $3.4M
Wetzel Investment Advisors, Inc. 1.33% Add +3.1% 64,324 $3.3M
Sofi Wealth, LLC 0.16% Add +14.0% 64,122 $3.3M
Onyx Bridge Wealth Group LLC 0.36% Add +1.1% 64,067 $3.3M
Kickstand Ventures, Llc. 0.69% Reduce -13.2% 63,264 $3.3M
Cobblestone Asset Management LLC 1.47% Reduce -23.1% 62,789 $3.3M
Daviman Financial, LLC 1.92% Reduce -15.3% 62,596 $3.3M
SWP Financial LLC 1.65% Reduce -20.6% 62,340 $3.2M
Lansing Street Advisors 0.80% Add +52.6% 61,164 $3.2M
True Vision MN LLC 1.64% Reduce -13.3% 61,162 $3.2M
Principal Securities, Inc. 0.05% Add +9.4% 60,964 $3.2M
Apollon Wealth Management, LLC 0.05% Reduce -8.6% 60,894 $3.2M
Tennessee Valley Asset Management Partners 0.42% Add +15.2% 60,574 $3.1M
Keystone Financial Group 0.21% Add +15.7% 60,229 $3.1M
Foundry Financial Group, Inc. 1.54% Reduce -42.0% 59,864 $3.1M
ArborFi Advisors, LLC 2.52% Reduce -12.2% 59,408 $3.1M
Cypress Wealth Services, LLC 0.43% Reduce -11.5% 59,081 $3.1M
WCG Wealth Advisors LLC 0.08% Add +4.3% 58,455 $3.0M
Box Hill Private Wealth LLC 2.92% Add +74.3% 56,916 $3.0M
RMR Capital Management, LLC 2.11% Reduce -2.0% 56,127 $2.9M
Independent Financial Group, LLC 0.07% Reduce -30.9% 56,016 $2.9M
Spectrum Planning & Advisory Services Inc. 1.44% Reduce -13.4% 55,874 $2.9M
Leigh Baldwin & Co., LLC 1.87% Add +10.4% 55,683 $2.9M
Beacon Financial Planning, Inc. 1.11% Add +83.4% 55,419 $2.9M
Finhabits Advisors LLC 2.61% Add +8.8% 54,475 $2.8M
Wellington-Altus USA Inc. 1.66% Add +295.8% 53,911 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -5.1% 53,916 $2.8M
Archer Investment Management, LLC 1.17% Add +98.5% 53,764 $2.8M
Jeter Robert S II 2.77% — 53,136 $2.8M
Keystone Financial Services 0.81% Reduce -23.4% 53,254 $2.8M
Ashton Thomas Securities, LLC 0.35% Add +10.3% 53,146 $2.8M
Brooks, Moore & Associates, Inc. 1.37% Add +1.4% 52,675 $2.7M
Oppenheimer & Co. Inc. 0.03% New 52,640 $2.7M
Patriot Financial Group Insurance Agency, LLC 0.15% Add +59.9% 51,936 $2.7M
Liberty Wealth Management LLC 0.34% Reduce -2.7% 51,750 $2.7M
Sigma Planning Corp 0.07% Reduce -1.6% 51,731 $2.7M
Vise Technologies, Inc. 0.05% No change 50,389 $2.7M
Argent Trust Co 0.09% Reduce -1.5% 51,199 $2.7M
Optivise Advisory Services LLC 1.60% Reduce -9.8% 50,884 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 50,580 $2.6M
TBH Global Asset Management, LLC 0.52% Add +11.6% 50,097 $2.6M
Curtis Wealth Management LLC 2.42% Reduce -24.9% 49,722 $2.6M
Claro Advisors Inc. 0.31% Add +7.4% 49,461 $2.6M
MA Private Wealth 0.43% Add +1.2% 49,163 $2.6M
Beckerman Institutional, LLC 1.34% Add +8.4% 48,671 $2.5M
Simplicity Wealth,LLC 0.14% Reduce -16.0% 48,631 $2.5M
Buttonwood Financial Group, LLC 1.55% Reduce -17.5% 48,580 $2.5M
Prosperity Consulting Group, LLC 0.11% Reduce -0.2% 48,529 $2.5M
West Wealth Group, LLC 0.50% Reduce -5.2% 48,351 $2.5M
TrueMark Investments, LLC 0.48% Add +5.4% 47,424 $2.5M
Rivernorth Capital Management, LLC 0.12% Reduce -83.9% 47,424 $2.5M
PUREfi Wealth, LLC 1.59% Add +314.6% 46,690 $2.4M
WealthShield Partners, LLC 0.27% Reduce -17.3% 45,917 $2.4M
5T Wealth, LLC 0.94% Reduce -3.6% 45,875 $2.4M
Gilpin Wealth Management, LLC 1.89% Add +9.5% 45,874 $2.4M
Seeds Investor LLC 0.32% New 44,880 $2.3M
Watershed Private Wealth LLC 0.73% Add +7.0% 45,179 $2.3M
Client 1ST Advisory Group, LLC 0.70% Add +9.6% 44,594 $2.3M
Allen Capital Group, LLC 0.21% Reduce -8.3% 44,190 $2.3M
Atlatl Advisers LLC 1.69% Reduce -3.9% 43,835 $2.3M
Endeavor Private Wealth, Inc. 0.65% Reduce -23.2% 43,798 $2.3M
Creative Planning 0.00% Add +29.6% 43,423 $2.3M
Kovack Advisors, Inc. 0.12% Add +564.1% 43,141 $2.2M
Cornerstone Planning Group LLC 0.30% Add +0.4% 42,781 $2.2M
Tradition Wealth Management, LLC 0.16% Add +2.3% 42,834 $2.2M
Range Financial Group LLC 0.74% Reduce -3.1% 42,462 $2.2M
Royal Capital Wealth Management, LLC 1.37% Add +1.1% 42,390 $2.2M
Alterna Wealth Management, Inc. 1.66% Add +78.8% 42,209 $2.2M
Cassilly Financial Group LLC 1.90% Add +2.5% 42,176 $2.2M
Bluesphere Advisors LLC 0.77% Reduce -34.8% 41,536 $2.2M
Savvy Advisors, Inc. 0.06% Add +80.2% 41,441 $2.2M
Independent Advisor Alliance 0.02% New 41,310 $2.1M
Benjamin Edwards Inc. 0.02% Add +21.0% 41,070 $2.1M
Ewa, LLC 0.48% Reduce -9.6% 40,695 $2.1M
Vines Capital Management, LLC 2.09% Add +13.8% 40,643 $2.1M
BlackDiamond Wealth Management, LLC 1.00% Add +12.6% 39,818 $2.1M
CIBC Bancorp USA Inc. 0.00% — 39,743 $2.1M
Corrado Advisors, LLC 1.07% New 39,680 $2.1M
Members Advisory Group LLC 0.70% New 39,230 $2.0M
Rothschild Wealth LLC 0.18% Add +4.7% 38,717 $2.0M
Fiduciary Trust Co 0.02% Add +16.4% 38,425 $2.0M
Kingswood Wealth Advisors, LLC 0.09% Add +14.6% 38,343 $2.0M
Chatterton & Associates Inc. 1.37% Add +0.7% 37,395 $2.0M
Pathstone Holdings, LLC 0.01% New 37,310 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Reduce -5.9% 36,872 $1.9M
Town Capital LLC 1.53% Add +37.5% 36,430 $1.9M
RDA Financial Network 0.47% Reduce -5.6% 36,261 $1.9M
Prospera Financial Services Inc 0.03% Add +32.0% 36,194 $1.9M
Theory Financial LLC 0.66% Reduce -24.2% 36,132 $1.9M
Resolute Wealth Advisor, Inc. 1.07% — 36,036 $1.9M
Flow Traders U.S. LLC 0.06% New 35,844 $1.9M
Beto Financial Group, LLC 1.08% Add +225.7% 35,413 $1.9M
Impact Partnership Wealth, LLC 0.23% Add +26.8% 35,235 $1.8M
Lifelong Wealth Advisors, Inc. 0.49% Add +7.8% 35,062 $1.8M
Intentional Wealth Strategies, LLC 1.69% — 34,981 $1.8M
Hoxton Planning & Management, LLC 0.54% Reduce -19.1% 34,608 $1.8M
Williams & Novak, LLC 1.33% Add +10.4% 34,244 $1.8M
Meridian Wealth Management, LLC 0.06% Add +422.8% 34,036 $1.8M
Sherman Wealth Management LLC 1.52% Add +53.8% 33,973 $1.8M
Bleakley Financial Group, LLC 0.03% New 33,830 $1.8M
Sanchez Gaunt Capital Management, LLC 1.09% — 33,644 $1.7M
Sculati Wealth Management, LLC 0.64% Add +11.3% 33,500 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% New 32,993 $1.7M
4J Wealth Management LLC 0.96% Add +720.7% 32,640 $1.7M
Mosley Wealth Management 0.75% Add +0.9% 31,220 $1.7M
Elevation Point Wealth Partners, LLC 0.04% Add +340.4% 31,619 $1.6M
Tyche Wealth Partners LLC 0.25% Reduce -2.9% 31,458 $1.6M
Element Wealth, LLC 0.67% Add +3.6% 31,174 $1.6M
Visionary Horizons, LLC 0.79% Add +12.5% 31,046 $1.6M
Keystone Wealth Services, LLC 0.34% Add +191.5% 30,897 $1.6M
Transamerica Financial Advisors, LLC 0.14% Add +34.3% 30,812 $1.6M
Legacy Edge Advisors, LLC 0.17% Add +6.0% 30,739 $1.6M
Verus Capital Partners, LLC 0.11% Reduce -11.1% 30,232 $1.6M
Signature Estate & Investment Advisors LLC 0.03% Add +42.5% 30,080 $1.6M
Trivium Point Advisory, LLC 0.28% Reduce -69.8% 29,871 $1.6M
Creative Financial Designs Inc. 0.09% Add +3.6% 29,796 $1.5M
Strategic Financial Concepts, LLC 0.38% Add +13.0% 29,693 $1.5M
Harbour Investments, Inc. 0.02% Add +6.9% 29,571 $1.5M
Twin Peaks Wealth Advisors, LLC 0.38% Reduce -4.7% 29,424 $1.5M
Triad Investment Management 1.79% Add +0.1% 29,213 $1.5M
Cary Street Partners Financial LLC 0.04% Add +49.7% 29,033 $1.5M
McGuire Capital Advisors Inc. 0.95% Reduce -9.7% 28,703 $1.5M
Keebeck Wealth Management 0.17% Add +143.3% 28,466 $1.5M
Mayfair Advisory Group, LLC 0.51% Add +47.6% 28,250 $1.5M
Integrated Advisors Network LLC 0.08% Add +228.4% 27,962 $1.5M
Empire Financial Management Company, LLC 0.33% Add +1.3% 27,908 $1.4M
Redwood Investment Management, LLC 0.18% Reduce -15.4% 27,879 $1.4M
KPP Advisory Services LLC 0.21% Add +16.1% 27,675 $1.4M
Walkner Condon Financial Advisors LLC 0.19% Add +8.0% 27,505 $1.4M
Financial Planning Hawaii, Inc. 0.84% Add +11.2% 27,497 $1.4M
Two West Capital Advisors LLC 0.75% Add +34.1% 27,238 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +27.8% 27,241 $1.4M
Strategic Equity Management 0.53% Reduce -5.8% 27,111 $1.4M
New England Private Wealth Advisors LLC 0.16% Add +393.4% 26,937 $1.4M
Ritholtz Wealth Management 0.02% New 26,616 $1.4M
Signature Resources Capital Management, LLC 0.65% Add +6.0% 26,509 $1.4M
Signature Wealth Management Partners, LLC 0.69% Add +3.1% 26,329 $1.4M
Private Trust Co. NA 0.12% Reduce -4.3% 26,236 $1.4M
One Wealth Capital Management, LLC 0.59% Reduce -21.3% 25,818 $1.4M
EP Wealth Advisors, LLC 0.01% Reduce -2.6% 26,009 $1.4M
A4 Wealth Advisors LLC 1.12% Reduce -31.9% 25,925 $1.3M
Ascentis Independent Advisors 0.10% New 25,899 $1.3M
Apex Wealth Management, LLC 0.92% Reduce -76.7% 25,863 $1.3M
Polaris Investment Advisors, LLC 0.97% Reduce -5.1% 25,734 $1.3M
DAVENPORT & Co LLC 0.01% Add +36.9% 25,619 $1.3M
RFG Advisory, LLC 0.02% Reduce -8.5% 25,499 $1.3M
J.E. Simmons & Co., P.C. 0.88% Reduce -6.0% 25,472 $1.3M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -64.4% 25,275 $1.3M
B & T Capital Management DBA Alpha Capital Management 0.19% New 25,070 $1.3M
May Hill Capital, LLC 0.32% Add +27.7% 24,786 $1.3M
Unique Wealth Strategies, LLC 0.53% Add +2.9% 24,719 $1.3M
Tempus Wealth Planning, LLC 0.29% Add +7.4% 24,529 $1.3M
Braun-Bostich & Associates Inc. 0.79% Reduce -58.6% 24,388 $1.3M
Fairvoy Private Wealth, LLC 0.30% Reduce -1.1% 24,266 $1.3M
John W. Brooker & Co., CPAs 1.98% Reduce -0.3% 24,169 $1.3M
Bull Harbor Capital LLC 0.33% — 24,044 $1.2M
ORBA Wealth Advisors, L.L.C. 1.49% Reduce -39.5% 24,007 $1.2M
Garden State Investment Advisory Services LLC 0.30% Add +6.0% 23,860 $1.2M
Integrity Advisory Solutions, LLC 0.16% Add +13.3% 23,847 $1.2M
Dudley Capital Management, LLC 0.54% Add +0.0% 23,593 $1.2M
Barnes Wealth Management Group, Inc 0.62% Reduce -8.8% 23,354 $1.2M
XY Planning Network, Inc. 0.19% Add +23.2% 23,164 $1.2M
WealthPLAN Partners, LLC 0.23% Reduce -16.0% 23,084 $1.2M
Uptick Partners, LLC 0.24% Add +37.3% 23,016 $1.2M
Avidian Wealth Enterprises, LLC 0.04% Reduce -11.1% 22,690 $1.2M
GeoWealth Management, LLC 0.04% Add +30.8% 22,679 $1.2M
Avantax Planning Partners, Inc. 0.03% New 22,396 $1.2M
Davis Wealth Advisors, LLC 0.96% Reduce -21.9% 22,227 $1.2M
Transcend Capital Advisors, LLC 0.09% Add +77.1% 22,072 $1.1M
Traveka Wealth, LLC 0.44% Reduce -0.3% 21,998 $1.1M
Beacon Financial Advisory LLC 0.26% Add +13.6% 21,942 $1.1M
BCU Wealth Advisors, LLC 0.42% Reduce -16.6% 21,797 $1.1M
Western Wealth Management, LLC 0.04% Add +7.7% 21,769 $1.1M
Spire Wealth Management 0.04% Reduce -4.6% 21,706 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -50.8% 21,657 $1.1M
Lanark Financial, Inc. 0.08% Add +282.2% 21,560 $1.1M
Cibc World Market Inc. 0.00% Reduce -25.4% 21,432 $1.1M
Rialto Wealth Management, LLC 0.25% Add +19.3% 21,205 $1.1M
Contango Wealth Management LLC 1.26% New 20,807 $1.1M
AQR Capital Management 0.00% Reduce -12.4% 20,806 $1.1M
Baker Tilly Wealth Management, LLC 0.26% Add +61.9% 20,744 $1.1M
Firethorn Wealth Partners, LLC 0.39% Reduce -18.0% 20,676 $1.1M
Claris Financial LLC 0.58% Add +80.6% 20,557 $1.1M
Nations Financial Group Inc, /Ia/ 0.05% Add +88.2% 20,282 $1.1M
First Heartland Consultants, Inc. 0.08% Add +7.6% 20,232 $1.1M
Lionsbridge Wealth Management LLC 1.05% Add +2.2% 20,126 $1.0M
Avior Wealth Management, LLC 0.03% Add +44.7% 20,106 $1.0M
Quantinno Capital Management LP 0.00% Add +7.2% 19,943 $1.0M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -9.3% 19,520 $1.0M
Sentinel Pension Advisors, LLC 0.15% Add +30.2% 19,439 $1.0M
Wealthgarden F.S. LLC 0.69% Add +0.4% 19,348 $1.0M
Fortis Capital Advisors, LLC 0.13% Add +101.4% 19,301 $1.0M
J.M. Arbour, LLC 0.96% Reduce -23.4% 19,264 $1.0M
Cadia Private Client LLC 0.80% Add +74.9% 18,903 $982K
Silverlake Wealth Management LLC 0.21% Add +34.2% 18,883 $981K
Merited Wealth, LLC 0.81% Add +173.5% 18,835 $978K
Avid Wealth Partners LLC 0.46% Add +3.6% 18,751 $974K
Ausdal Financial Partners, Inc. 0.04% Add +38.6% 18,746 $973K
BBR Partners, LLC 0.05% Add +59.9% 18,710 $972K
Laffer Tengler Investments, Inc. 0.17% Reduce -24.5% 18,663 $969K
Shepherd Financial Partners LLC 0.09% Reduce -81.9% 18,610 $966K
Concorde Asset Management, LLC 0.47% Reduce -11.6% 18,540 $963K
Investment Planning Advisors, Inc. 0.26% Reduce -91.9% 18,502 $961K
M1 Capital Management LLC 0.44% Add +14.1% 18,417 $956K
Mission Wealth Management, LP 0.02% Reduce -2.0% 18,293 $950K
LifePlan Investment Advisors, Inc. 0.37% Reduce -19.5% 18,190 $945K
Avantra Family Wealth, Inc. 0.69% Add +66.7% 17,973 $933K
MSH Capital Advisors LLC 0.20% Add +6.4% 17,960 $933K
Sunbelt Securities, Inc. 0.06% Add +19.2% 17,653 $917K
Advyzon Investment Management, LLC 0.08% Reduce -7.6% 17,468 $907K
WealthPoint Financial, LLC 0.75% Reduce -11.3% 17,270 $897K
MKT Advisors LLC 0.30% Add +11.7% 17,213 $894K
Old Mission Capital LLC 0.02% New 17,159 $891K
Stephens Inc. 0.01% Reduce -88.6% 17,060 $886K
Saxony Capital Management, LLC 0.51% Add +129.8% 16,995 $883K
Advocacy Wealth Management, LLC 0.04% Reduce -93.9% 16,856 $875K
Kilter Group LLC 0.37% Add +4.7% 16,672 $866K
Triton Wealth Management, PLLC 0.32% Add +7.6% 16,698 $866K
Gen-Wealth Partners Inc 0.27% Reduce -21.8% 16,585 $861K
Milestone Asset Management Group, LLC 0.50% Add +16.5% 16,472 $855K
Venturi Wealth Management, LLC 0.04% Add +11.9% 16,457 $855K
Hopwood Nicholas Hunter 0.27% Reduce -1.3% 16,237 $843K
Balboa Wealth Partners 0.14% Add +61.3% 16,219 $842K
Strategy Asset Managers LLC 0.14% Add +9.4% 16,191 $841K
Yukon Wealth Management, Inc. 0.50% Add +16.0% 16,121 $837K
Waterfront Wealth Inc. 0.15% Reduce -6.0% 16,036 $833K
CRA Financial Services, LLC 0.11% Add +1.1% 16,013 $832K
Regimen Wealth, LLC 0.24% Reduce -19.2% 15,971 $829K
JFS Wealth Advisors, LLC 0.05% Add +146.4% 15,746 $818K
Clear Creek Financial Management, LLC 0.06% Add +281.9% 15,624 $811K
VestGen Advisors, LLC 0.02% Add +128.0% 15,423 $806K
Heritage Family Offices, LLP 0.36% Reduce -34.7% 15,497 $805K
Brookwood Investment Group LLC 0.10% Add +42.2% 15,467 $803K
Portfolio Resources Advisor Group, Inc. 0.80% Reduce -16.2% 15,445 $802K
First National Trust Co 0.03% Add +127.7% 15,122 $785K
Hancock Whitney Corp. 0.01% Reduce -2.3% 15,008 $785K
Capital Investment Management, Inc. 0.27% Reduce -17.1% 15,047 $781K
Sandy Cove Advisors, LLC 0.23% Add +0.8% 15,042 $781K
Sax Wealth Advisors, LLC 0.04% No change 14,666 $774K
Pinnacle Associates Ltd. 0.01% Add +13.4% 14,627 $760K
Reicon Wealth Advisors, LLC 0.58% Reduce -11.8% 14,589 $758K
First Growth Capital LLC 0.67% New 14,252 $739K
Maia Wealth LLC 0.12% Reduce -8.1% 14,080 $731K
Vision Retirement, LLC 0.20% Reduce -5.0% 13,666 $710K
Capital Investment Advisors, LLC 0.01% Reduce -7.3% 13,480 $700K
Cassaday & Co Wealth Management LLC 0.01% No change 13,475 $700K
PFG Investments, LLC 0.03% Add +10.8% 13,446 $698K
Asempa Wealth Advisors 0.60% Add +0.9% 13,319 $690K
Bush Investment Group, LLC 0.38% Reduce -13.4% 13,233 $687K
Sowell Financial Services LLC 0.03% Reduce -24.2% 13,121 $681K
Gladstone Institutional Advisory LLC 0.03% Reduce -32.0% 13,021 $676K
Lido Advisors, LLC 0.00% Add +50.9% 12,975 $674K
Panoramic Investment Advisors, LLC 0.36% Add +26.4% 12,700 $660K
Endowment Wealth Management, Inc. 0.29% Add +6.6% 12,549 $652K
MidFirst Bank 0.05% No change 12,500 $649K
Latitude Advisors, LLC 0.29% Add +25.8% 12,399 $644K
MidAtlantic Capital Management, Inc. 0.44% Add +55.1% 12,396 $644K
Smartleaf Asset Management LLC 0.02% Reduce -13.6% 12,435 $644K
Wealthspire Advisors, LLC 0.01% Add +0.6% 12,141 $630K
Raab & Moskowitz Asset Management LLC 0.14% Add +5.4% 12,060 $626K
GatePass Capital, LLC 0.31% Add +6.6% 11,897 $618K
RiverTree Advisors, LLC 0.39% New 11,884 $617K
Signal Advisors Wealth, LLC 0.04% Reduce -22.7% 11,868 $616K
EFG International AG 0.01% New 11,815 $614K
AdvisorNet Financial, Inc 0.03% Reduce -1.8% 11,675 $606K
Financial Partners Group, Inc 0.07% Add +5.1% 11,536 $599K
Geneos Wealth Management Inc. 0.01% Add +13.1% 11,402 $592K
Nwam LLC 0.03% Add +6.3% 11,366 $590K
Brown, Lisle/Cummings, Inc. 0.15% Add +100.4% 11,317 $588K
Sutton Place Investors LLC 0.32% Reduce -17.7% 11,314 $588K
Resurgent Financial Advisors LLC 0.21% Reduce -8.2% 11,287 $586K
ASL Financial, LLC 0.47% Add +11.7% 11,258 $585K
RW Investment Management LLC 0.06% — 11,238 $584K
Lantern Wealth Advisors, LLC 0.30% Reduce -11.2% 11,235 $583K
Richmond Investment Services, LLC 0.09% Add +4.5% 11,172 $580K
LexAurum Advisors, LLC 0.08% — 11,166 $580K
PKS Advisory Services, LLC 0.13% Add +7.2% 11,082 $576K
World Equity Group, Inc. 0.15% Add +69.2% 11,030 $573K
LongView Wealth Management 0.14% Add +36.0% 10,864 $569K
Wedbush Securities Inc. 0.02% Add +10.2% 10,910 $567K
Juno Financial Group LLC 0.22% Reduce -94.0% 10,877 $565K
PDS Planning, Inc 0.04% Add +7.8% 10,702 $556K
Pinnacle Financial Group, LLC / IL 0.15% Add +25.4% 10,632 $552K
Stevens Capital Partners 0.13% Reduce -16.3% 10,614 $551K
Level Four Advisory Services, LLC 0.02% Add +94.8% 10,570 $549K
CoreCap Advisors, LLC 0.02% Reduce -9.7% 10,490 $545K
Absolute Capital Management, LLC 0.18% Add +1.3% 10,457 $543K
Captrust Financial Advisors 0.00% Reduce -0.8% 10,419 $541K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +253.8% 10,369 $538K
Layline Advisors, LLC 0.60% — 10,290 $534K
Lockerman Financial Group, Inc. 0.96% Add +56.2% 10,284 $534K
Richard P Slaughter Associates Inc 0.12% Reduce -53.1% 10,270 $533K
Skyline Advisors, Inc. 0.19% New 10,231 $531K
Oregon Pacific Wealth Management, LLC 0.55% Add +22.4% 10,217 $531K
Rossby Financial, LCC 0.11% Add +2932.8% 10,160 $527K
M Holdings Securities, Inc. 0.04% Reduce -10.1% 10,081 $525K
Retirement Wealth Solutions LLC 0.33% Reduce -11.3% 10,053 $522K
Ameritas Advisory Services, LLC 0.02% Add +126.0% 10,019 $520K
Naples Global Advisors, LLC 0.04% No change 9,925 $515K
Avory & Company, LLC 0.66% New 9,875 $513K
Merkkuri Wealth Advisors LLC 0.33% Reduce -22.9% 9,737 $506K
Parkway Wealth Management Group, LLC 0.06% Add +3.3% 9,674 $505K
Cascades Capital Asset Management, LLC 0.21% Add +11.8% 9,710 $504K
Maripau Wealth Management LLC 0.22% Reduce -24.9% 9,590 $498K
Empirical Asset Management, LLC 0.13% Add +1.7% 9,459 $491K
Strategic Family Wealth Counselors, L.L.C. 0.13% Add +28.0% 9,364 $486K
Magnolia Private Wealth, LLC 0.32% New 9,356 $486K
Great Valley Advisor Group, Inc. 0.01% Add +37.9% 9,308 $483K
FLP Wealth Management, LLC 0.99% Reduce -9.8% 9,294 $483K
Catalina Capital Group, LLC 0.29% Reduce -11.4% 9,269 $481K
Aspire Private Capital, LLC 0.11% Reduce -21.8% 9,151 $475K
Mather Group, Llc. 0.00% Add +32.6% 9,135 $474K
Blalock Williams, LLC 0.36% Add +23.0% 8,978 $466K
Fortis Advisors, LLC 0.23% Add +36.3% 8,945 $465K
Madson Wealth Advisors Inc 0.38% — 8,872 $461K
Willis Johnson & Associates, Inc. 0.03% No change 8,871 $461K
Secure Asset Management, LLC 0.07% Add +4.8% 8,864 $460K
Payne Capital LLC 0.42% Add +103.0% 8,782 $456K
Roxbury Financial LLC 0.40% Add +32.8% 8,668 $450K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -14.5% 8,663 $449K
Moneywise, Inc. 0.20% Reduce -1.8% 8,599 $447K
Syntegra Private Wealth Group, LLC 0.04% Reduce -9.7% 8,575 $445K
Citigroup Inc. 0.00% New 8,563 $445K
WealthTrak Capital Management LLC 0.31% Reduce -12.8% 8,454 $439K
OMNI 360 Wealth, Inc. 0.22% Reduce -19.9% 8,314 $432K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -25.6% 8,267 $429K
Fiduciary Alliance LLC 0.03% Add +4.1% 8,171 $428K
GC Wealth Management RIA, LLC 0.02% New 8,235 $428K
Per Stirling Capital Management, LLC. 0.05% Add +0.9% 8,150 $423K
Advisortrust Partners, LLC 0.17% Reduce -38.9% 7,803 $405K
Pullen Investment Management, LLC 0.20% Add +0.6% 7,758 $403K
Kelleher Financial Advisors 0.10% Add +2.5% 7,743 $402K
JPL Wealth Management, LLC 0.09% New 7,741 $402K
Oak Grove Capital LLC 0.07% No change 7,700 $400K
Swmg, LLC 0.11% Reduce -24.5% 7,637 $397K
Vigil Wealth Management, LLC 0.31% No change 7,399 $384K
US Bancorp \de 0.00% Reduce -97.7% 7,388 $384K
Inspire Advisors, LLC 0.03% New 7,374 $383K
Fortress Private Ledger, LLC 0.12% Add +32.9% 7,341 $381K
Adalta Capital Management LLC 0.18% New 7,300 $379K
Winthrop Advisory Group LLC 0.03% Reduce -17.6% 7,288 $378K
Procyon Advisors, LLC 0.02% Add +3.6% 7,275 $378K
W Advisors, LLC 0.19% Reduce -18.7% 7,234 $376K
Capital Asset Managemnet, LLC 0.42% Reduce -21.6% 7,229 $375K
Hantz Financial Services, Inc. 0.01% Add +137.6% 7,222 $375K
Essex Financial Services, Inc. 0.02% Add +6.4% 7,108 $369K
Cooper Financial Group 0.04% Add +23.6% 6,971 $362K
Sellwood Investment Partners LLC 0.14% Reduce -1.9% 6,938 $360K
Commonwealth Financial Services, LLC 0.06% New 6,930 $360K
XTX Topco Ltd 0.01% Add +37.9% 6,909 $359K
Johnson Investment Counsel Inc. 0.00% New 6,879 $357K
Perennial Investment Advisors, LLC 0.03% Add +15.3% 6,858 $356K
Lam Group, Inc. 0.19% Add +30.1% 6,805 $353K
United Advisor Group, LLC 0.04% Add +4.9% 6,695 $348K
Hexagon Capital Partners LLC 0.05% New 6,571 $341K
VestGen Investment Management 0.18% Reduce -24.3% 6,342 $329K
Wells Financial Advisors INC 1.49% Reduce -53.5% 6,319 $328K
Journey Strategic Wealth LLC 0.01% Reduce -5.8% 6,236 $324K
Coldstream Capital Management Inc. 0.00% Reduce -19.3% 6,211 $323K
Continuum Advisory, LLC 0.03% Reduce -16.5% 6,203 $322K
Aptus Capital Advisors, LLC 0.00% Add +14.2% 6,136 $319K
E&G Advisors, LLC 0.07% Reduce -1.0% 6,090 $316K
Regions Financial Corp. 0.00% Add +58.6% 6,027 $313K
Robinson Smith Wealth Advisors LLC 0.21% Add +2.8% 5,938 $308K
Fiscal Wisdom Wealth Management, LLC 0.29% Add +0.0% 5,889 $306K
Flagstar Securities, Inc. 0.11% Reduce -8.8% 5,866 $305K
Legacy Wealth Partners, LLC 0.08% Reduce -11.9% 5,816 $302K
Commerce Advisors, LLC 0.25% — 5,795 $301K
Golden State Wealth Management, LLC 0.03% Add +42.2% 5,736 $298K
Novem Group 0.03% New 5,458 $283K
Hobbs Wealth Management, LLC 0.28% Reduce -15.4% 5,425 $282K
Legacy Capital Group California, Inc. 0.11% Reduce -6.8% 5,383 $280K
Sonata Capital Group Inc. 0.10% Add +33.1% 5,370 $279K
Regatta Capital Group, LLC 0.04% No change 5,353 $278K
Pathway Financial Advisors LLC 0.03% New 5,315 $276K
ETF Store, Inc. 0.27% Reduce -1.6% 5,254 $273K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -76.9% 5,237 $272K
Blue Capital, Inc. 0.18% Add +0.7% 5,180 $269K
Pinnacle Family Advisors, LLC 0.13% Reduce -18.9% 5,145 $267K
Lewis Asset Management, LLC 0.11% Add +11.3% 5,108 $265K
Chokshi & Queen Wealth Advisors, Inc 0.14% New 5,100 $265K
Gilliland Jeter Wealth Management LLC 0.08% Reduce -19.1% 5,066 $263K
OneAscent Financial Services LLC 0.01% Add +18.1% 4,975 $258K
National Wealth Management Group, LLC 0.10% New 4,967 $258K
Marino, Stram & Associates LLC 0.05% Add +16.6% 4,964 $258K
National Bank of Canada 0.00% New 4,930 $256K
Smith Shellnut Wilson LLC 0.11% New 4,905 $255K
Elevation Wealth Management LLC 0.23% Add +4.0% 4,876 $253K
Cherry Creek Investment Advisors, Inc. 0.11% Add +0.8% 4,861 $252K
Ascension Capital Advisors, Inc. 0.08% Add +10.6% 4,847 $252K
Florida Financial Advisors, LLC 0.06% Add +25.9% 4,848 $252K
TCFG Wealth Management, LLC 0.09% No change 4,723 $245K
TCFG Investment Advisors, LLC 0.09% — 4,723 $245K
Lifeworks Advisors, LLC 0.03% New 4,723 $245K
Wealth Group Ltd 0.06% Reduce -15.9% 4,715 $245K
Chris Bulman Inc 0.10% Add +0.8% 4,588 $238K
Cahill Financial Advisors Inc. 0.03% New 4,530 $235K
Pacific Excel Wealth Advisors, Inc. 0.25% Add +9.8% 4,524 $235K
Lane Brothers & Co. Inc. 0.17% Reduce -5.4% 4,522 $235K
Commonwealth Retirement Investments LLC 0.07% Reduce -52.6% 4,500 $234K
Berger Financial Group, Inc 0.01% New 4,500 $234K
Colonial Trust Co / SC 0.03% Add +7.2% 4,419 $229K
Oasis Advisors, LLC 0.04% New 4,389 $228K
Western Financial Corp 0.09% Reduce -21.4% 4,374 $227K
Atlantic Union Bankshares Corp 0.00% Reduce -3.3% 4,371 $227K
Balefire, LLC 0.04% New 4,363 $227K
Godfrey Financial Associates, Inc. 0.19% Add +25.9% 4,249 $221K
Strategies Wealth Advisors, LLC 0.02% New 4,248 $221K
Tritonpoint Wealth, LLC 0.02% New 4,216 $219K
Elevated Capital Advisors, LLC 0.06% Reduce -7.2% 4,209 $219K
Aprio Wealth Management, LLC 0.01% New 4,099 $213K
LaSalle St. Investment Advisors, LLC 0.03% New 4,083 $212K
Objective Capital Management, LLC 0.21% Reduce -65.7% 4,044 $210K
Novus Advisors, LLC 0.47% New 4,026 $209K
Citizens Financial Group Inc. 0.00% New 4,010 $208K
Perryman Financial Advisory Inc. 0.03% New 4,000 $208K
First Financial Group Corp 0.17% Reduce -8.9% 3,994 $207K
Ables, Iannone, Moore & Associates, Inc. 0.12% New 3,986 $207K
BAM Wealth Management, LLC 0.15% Reduce -12.8% 3,913 $203K
Spinnaker Investment Group, LLC 0.04% New 3,906 $203K
Stirlingshire Investments, Inc. 0.18% Reduce -18.5% 3,872 $201K
ODonnell Financial Services, LLC 0.07% New 3,871 $201K
EverSource Wealth Advisors, LLC 0.01% Reduce -14.8% 3,825 $199K
Trust Co 0.02% Add +66.6% 3,823 $199K
Allworth Financial LP 0.00% Add +24.0% 3,633 $189K
First Horizon Corp. 0.01% Add +71.4% 3,600 $187K
SHP Wealth Management 0.01% Reduce -4.7% 3,557 $185K
Evolution Wealth Management Inc. 0.13% Reduce -0.7% 3,312 $172K
Pension & Wealth Management Advisors, Inc. 0.05% New 3,180 $165K
Centaurus Financial, Inc. 0.01% Reduce -0.2% 2,985 $155K
Aventus Investment Advisors, Inc. 0.13% Add +1005.0% 2,851 $148K
Lloyd Advisory Services, LLC. 0.04% Add +89.9% 2,727 $142K
Kingdom Financial Group LLC. 0.04% Reduce -26.9% 2,727 $142K
Harbor Investment Advisory, LLC 0.01% Add +0.5% 2,691 $140K
MassMutual Private Wealth & Trust, FSB 0.00% Add +30.4% 2,524 $131K
Protective Life Corp. 0.42% New 2,435 $126K
Imprint Wealth LLC 0.55% Add +5.7% 2,317 $120K
KM Capital Management Ltd. 0.08% New 2,200 $115K
Montag A & Associates Inc. 0.01% No change 2,061 $107K
Capital Advisor Network LLC 0.15% — 2,055 $107K
Bessemer Group Inc. 0.00% New 2,000 $104K
Clean Yield Group 0.03% Add +5085.3% 1,763 $92K
Sound Income Strategies, LLC 0.00% Add +5.5% 1,741 $90K
Signature Equity Partners, LLC 0.05% Add +58.3% 1,634 $85K
Raleigh Capital Management Inc. 0.03% Reduce -18.6% 1,498 $78K
TD Waterhouse Canada Inc. 0.00% Reduce -1.5% 1,425 $74K
Canton Hathaway, LLC 0.01% Add +116.7% 1,300 $68K
Ameriflex Group, Inc. 0.03% No change 1,201 $62K
City Holding Co. 0.01% New 1,125 $58K
International Assets Investment Management, LLC 0.00% New 1,087 $56K
Anchor Investment Management, LLC 0.00% New 1,004 $52K
Financial Connections Group, Inc. 0.02% No change 1,000 $51K
Quadrant Capital Group LLC 0.00% Add +0.9% 911 $47K
Opal Wealth Advisors, LLC 0.01% New 865 $45K
Clearstead Advisors, LLC 0.00% New 852 $44K
Bartlett & Co. Wealth Management LLC 0.00% New 822 $43K
Proathlete Wealth Management LLC 0.01% No change 765 $40K
Key Capital Management, INC 0.02% Reduce -61.5% 638 $33K
UMB Bank, n.a. 0.00% New 606 $31K
Global Trust Asset Management, LLC 0.01% New 600 $31K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -18.1% 550 $29K
Crewe Advisors LLC 0.00% Add +0.9% 535 $28K
Keating Financial Advisory Services, Inc. 0.00% Add +5.3% 501 $26K
Wellington Grp LLC 0.01% New 438 $23K
Park Place Capital Corp 0.00% Reduce -13.6% 407 $21K
Mark Sheptoff Financial Planning, LLC 0.01% Add +100.0% 400 $21K
Fourth Dimension Wealth, LLC 0.01% No change 377 $20K
Bangor Savings Bank 0.00% No change 307 $16K
Nemes Rush Group LLC 0.00% No change 287 $15K
Salomon & Ludwin, LLC 0.00% Reduce -39.3% 267 $14K
Advocate Investing Services LLC 0.01% New 231 $12K
Financial Freedom, LLC 0.01% New 229 $12K
Hollencrest Capital Management 0.00% Add +0.9% 220 $11K
Bellevue Asset Management, LLC 0.01% Add +1.0% 201 $10K
High Note Wealth, LLC 0.00% No change 193 $10K
Physician Wealth Advisors, Inc. 0.00% No change 191 $10K
Horizon Investments, LLC 0.00% New 192 $10K
REAP Financial Group, LLC 0.00% No change 154 $8K
NBT Bank, N.A. 0.00% Add +183.0% 150 $8K
Birchwood Financial Partners, Inc. 0.01% No change 144 $7K
Collier Financial 0.01% Add +0.7% 136 $7K
Cullen/Frost Bankers, Inc. 0.00% New 121 $6K
Bogart Wealth, LLC 0.00% New 113 $6K
Root Financial Partners, LLC 0.00% No change 110 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 103 $5K
Curio Wealth, LLC 0.00% Reduce -85.2% 100 $5K
Hilton Head Capital Partners, LLC 0.00% No change 94 $5K
2UniFi Bank 0.00% No change 94 $5K
Team Financial Group, LLC 0.00% Add +1.1% 93 $5K
West Branch Capital LLC 0.00% New 93 $5K
Investors Research Corp 0.00% No change 93 $5K
Strategic Wealth Partners, Ltd. 0.00% Reduce -37.6% 93 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 89 $5K
Archer Investment Corp 0.00% No change 83 $4K
Larson Financial Group LLC 0.00% No change 45 $2K
Rosenberg Matthew Hamilton 0.00% No change 44 $2K
Robinswood Financial LLC 0.00% New 27 $1K
Johnson Financial Group, Inc. 0.00% New 26 $1K
MV Capital Management, Inc. 0.00% No change 25 $1K
United Financial Planning Group LLC 0.00% No change 14 $727
Plante Moran Financial Advisors, LLC 0.00% No change 7 $364

"% of holder's portfolio" is BINC's weight in each manager's 13F, not the share of iShares Flex I A ETF-Usd Inc. the manager owns.