iShares JP Morgan Usd EmergiEMBETF
13F holders, Q2 2025 (June 30)845holders −36
68new positions
105sold out
5famous investors
$85.14avg. 13F price*
At the end of Q2 2025, 845 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, down 36 from Q1 2025. 68 opened new positions and 105 sold out. The largest holders were Wells Fargo & Company ($1.7B), JPMorgan Chase & Co. ($787.4M) and Betterment LLC ($731.0M). 5 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares JP Morgan Usd Emergi
- CUSIP
- 464288281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $118.6M |
| Exits | 105 | $603.9M |
All 13F filers, Q1 2025 → Q2 2025: 25,811,968 shares bought and 24,249,795 shares sold, net +1,562,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 845 holders
| Wells Fargo & Company | 0.37% | Add +1.6% | 18,046,629 | $1.7B |
| JPMorgan Chase & Co. | 0.05% | Add +30.4% | 8,500,866 | $787.4M |
| Betterment LLC | 1.56% | Reduce -1.1% | 7,892,474 | $731.0M |
| Jones Financial Companies LLLP | 0.54% | Add +0.6% | 7,785,607 | $717.1M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -17.3% | 4,325,997 | $400.6M |
| Bank of America Corp. | 0.03% | Add +7.1% | 3,925,128 | $363.5M |
| HSBC Holdings PLC | 0.22% | Add +206.8% | 3,738,365 | $345.9M |
| Morgan Stanley | 0.02% | Reduce -5.4% | 3,446,716 | $319.2M |
| BNP Paribas Financial Markets | 0.23% | Add +1.1% | 3,144,433 | $291.2M |
| BlackRock, Inc. | 0.01% | Add +19.4% | 2,831,785 | $262.3M |
| Manufacturers Life Insurance Company, The | 0.22% | Reduce -6.0% | 2,655,422 | $245.9M |
| Royal Bank of Canada | 0.05% | Reduce -20.4% | 2,651,899 | $245.6M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -28.0% | 2,415,066 | $223.7M |
| LPL Financial LLC | 0.07% | Add +3.9% | 2,333,941 | $216.2M |
| Wealthfront Advisers LLC | 0.54% | Reduce -4.7% | 2,260,119 | $209.3M |
| Bessemer Group Inc. | 0.31% | No change | 2,061,297 | $190.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 13.89% | Reduce -71.7% | 1,949,500 | $180.6M |
| D. E. Shaw & Co. | 0.17% | Reduce -40.1% | 1,694,400 | $156.9M |
| Hamilton Capital, LLC | 7.19% | Add +3.2% | 1,413,279 | $130.9M |
| Tiaa Trust, National Association | 0.33% | Add +211.1% | 1,349,016 | $124.9M |
| Bank of New York Mellon Corp | 0.02% | Add +1.0% | 1,329,212 | $123.1M |
| UBS Group AG | 0.02% | Reduce -4.5% | 1,284,615 | $119.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.6% | 943,430 | $87.4M |
| Citigroup Inc. | 0.06% | Add +10.6% | 889,240 | $82.4M |
| Caisse de depot et placement du Quebec | 0.17% | Add +1567.2% | 860,000 | $79.6M |
| 1832 Asset Management L.P. | 0.13% | Add +5.5% | 835,684 | $77.4M |
| Man Group plc | 0.17% | Reduce -17.9% | 820,695 | $76.0M |
| Neuberger Berman Group LLC | 0.05% | Add +71.2% | 762,606 | $70.6M |
| Allianz Asset Management GmbH | 0.09% | Add +145.9% | 740,159 | $68.6M |
| SigFig Wealth Management, LLC | 2.26% | Add +1.9% | 740,299 | $68.2M |
| Venturi Wealth Management, LLC | 3.33% | Add +4716.6% | 728,660 | $67.5M |
| SG Americas Securities, LLC | 0.28% | Add +6452.6% | 668,231 | $61.9M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -36.8% | 656,757 | $60.8M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.1% | 614,915 | $57.0M |
| FMR LLC | 0.00% | Add +810.6% | 610,937 | $56.6M |
| Deutsche Bank AG | 0.02% | Reduce -0.6% | 605,630 | $56.1M |
| Cetera Investment Advisers | 0.09% | Add +2.2% | 584,666 | $54.2M |
| State of Wisconsin Investment Board | 0.13% | No change | 580,000 | $53.7M |
| Cwm, LLC | 0.18% | Reduce -1.8% | 544,576 | $50.4M |
| Jane Street Group, LLC | 0.08% | Reduce -85.5% | 531,084 | $49.2M |
| Meeder Asset Management Inc. | 2.83% | Add +0.1% | 496,958 | $46.0M |
| Assetmark, Inc. | 0.11% | Reduce -71.8% | 480,658 | $44.5M |
| Prudential Financial Inc. | 0.06% | Reduce -5.9% | 484,066 | $43.7M |
| Victory Capital Management Inc. | 0.03% | Add +8.5% | 447,829 | $41.5M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -15.5% | 409,363 | $37.9M |
| Savant Capital, LLC | 0.27% | Reduce -3.4% | 402,145 | $37.2M |
| Nomura Asset Management Co. Ltd. | 0.09% | Reduce -0.6% | 362,260 | $33.6M |
| HighTower Advisors, LLC | 0.04% | Reduce -4.2% | 350,447 | $32.5M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 2.00% | No change | 340,000 | $31.5M |
| Millennium Management | 0.03% | Add +41.2% | 339,751 | $31.5M |
| OneDigital Investment Advisors LLC | 0.35% | Reduce -4.4% | 338,756 | $31.4M |
| Osaic Holdings, Inc. | 0.06% | Add +163.9% | 341,794 | $31.2M |
| Pacific Life Fund Advisors LLC | 3.31% | Add +84.5% | 333,538 | $30.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.09% | Add +1.1% | 331,812 | $30.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.27% | Add +63.9% | 325,747 | $30.2M |
| Country Trust Bank | 0.66% | Add +0.1% | 315,746 | $29.2M |
| Horizon Investments, LLC | 0.46% | Add +416.0% | 317,229 | $29.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.1% | 309,456 | $28.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.8% | 302,986 | $28.1M |
| Sei Investments Co. | 0.03% | Reduce -4.3% | 278,553 | $25.8M |
| MML Investors Services, LLC | 0.07% | Reduce -5.8% | 278,507 | $25.8M |
| Janney Montgomery Scott LLC | 0.07% | Add +3.1% | 275,004 | $25.5M |
| Retirement Investment Advisors, Inc. | 2.28% | Add +6.2% | 273,407 | $25.3M |
| Park Avenue Securities LLC | 0.23% | Reduce -0.1% | 266,551 | $24.7M |
| Washington Trust Bank | 1.97% | Add +6.5% | 252,259 | $23.4M |
| CI Investments Inc. | 0.09% | Add +112.4% | 251,773 | $23.3M |
| Tidal Investments LLC | 0.15% | Add +50.2% | 251,265 | $23.2M |
| SageView Advisory Group, LLC | 0.87% | Add +0.9% | 247,124 | $22.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -16.7% | 233,800 | $21.7M |
| Checchi Capital Advisers, LLC | 1.50% | Reduce -7.8% | 231,476 | $21.4M |
| Stairway Partners, LLC | 1.21% | Reduce -0.2% | 230,761 | $21.4M |
| Equitable Holdings, Inc. | 0.17% | Add +4.2% | 225,572 | $20.9M |
| Renaissance Technologies | 0.03% | New | 223,600 | $20.7M |
| Baker Avenue Asset Management, LP | 0.58% | Add +14.7% | 218,550 | $20.2M |
| Nationwide Fund Advisors | 1.13% | New | 218,155 | $20.2M |
| Asset Management One Co., Ltd. | 0.06% | Reduce -4.8% | 217,989 | $20.2M |
| Potomac Fund Management Inc. | 1.10% | Add +9.0% | 207,762 | $19.2M |
| BLB&B Advisors, LLC | 0.89% | Add +4.3% | 204,747 | $19.0M |
| NewEdge Advisors, LLC | 0.10% | Add +5.4% | 203,376 | $18.8M |
| Barclays PLC | 0.01% | Add +937.8% | 200,937 | $18.6M |
| Varma Mutual Pension Insurance Co | 0.14% | Reduce -71.4% | 200,000 | $18.5M |
| Pure Financial Advisors, LLC | 0.32% | Add +3.7% | 195,104 | $18.1M |
| Towercrest Capital Management | 3.14% | Reduce -2.8% | 190,040 | $17.6M |
| Invesco Ltd. | 0.00% | Add +46.8% | 185,000 | $17.1M |
| Pharo Management, Inc. | 100.00% | — | 178,000 | $16.5M |
| Trek Financial, LLC | 1.10% | Add +69.0% | 177,419 | $16.4M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -1.8% | 175,278 | $16.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -37.0% | 170,783 | $15.8M |
| Cannon Financial Strategists, Inc. | 2.50% | Add +5.2% | 170,676 | $15.8M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +48048.0% | 169,481 | $15.7M |
| Stifel Financial Corp. | 0.01% | Reduce -17.2% | 165,436 | $15.3M |
| Sagespring Wealth Partners, LLC | 0.33% | Add +3.5% | 163,817 | $15.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.1% | 155,260 | $14.4M |
| Dynasty Wealth Management, LLC | 0.24% | Reduce -2.3% | 151,829 | $14.1M |
| Financial Advisors Network, Inc. | 2.12% | Reduce -4.4% | 151,753 | $14.1M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +89.5% | 151,734 | $14.1M |
| Apella Capital, LLC | 0.38% | Add +25.0% | 152,372 | $14.0M |
| Capitolis Liquid Global Markets LLC | 0.10% | New | 148,400 | $13.7M |
| Truist Financial Corp. | 0.02% | Add +5.6% | 146,261 | $13.5M |
| Mariner, LLC | 0.02% | Add +3.5% | 141,362 | $13.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +43.9% | 139,842 | $13.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 139,167 | $12.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +7.0% | 138,584 | $12.8M |
| Capital Insight Partners, LLC | 2.13% | Reduce -8.4% | 132,437 | $12.3M |
| 1 North Wealth Services LLC | 4.85% | Add +2.1% | 131,896 | $12.2M |
| Howard Capital Management, LLC | 0.18% | Reduce -5.7% | 131,146 | $12.1M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -41.9% | 131,290 | $12.1M |
| Citizens & Northern Corp. | 3.22% | Add +1.9% | 129,961 | $12.0M |
| First Command Advisory Services, Inc. | 0.10% | Add +15.5% | 129,568 | $12.0M |
| Spire Wealth Management | 0.42% | Reduce -13.0% | 127,772 | $11.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +94.8% | 123,490 | $11.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.67% | New | 119,700 | $11.1M |
| TD Asset Management Inc | 0.01% | Reduce -12.0% | 119,200 | $11.0M |
| Centiva Capital, LP | 0.72% | Reduce -41.0% | 118,000 | $10.9M |
| iA Global Asset Management Inc. | 0.16% | Add +185.7% | 117,864 | $10.9M |
| Idaho Trust Co | 3.73% | Reduce -18.9% | 112,755 | $10.4M |
| Vontobel Holding Ltd. | 0.03% | Reduce -7.5% | 112,446 | $10.4M |
| Alliance Wealth Management Group | 2.63% | Reduce -4.9% | 111,455 | $10.3M |
| Atria Investments, Inc | 0.12% | Add +147.9% | 110,242 | $10.2M |
| Occidental Asset Management, LLC | 1.40% | Add +9.7% | 109,233 | $10.1M |
| Capula Management Ltd | 0.12% | New | 108,677 | $10.1M |
| NorthCoast Asset Management LLC | 0.04% | Add +1.7% | 108,422 | $10.0M |
| Readystate Asset Management LP | 0.75% | New | 107,059 | $9.9M |
| Full Sail Capital, LLC | 0.57% | Add +1.1% | 107,039 | $9.9M |
| &partners | 0.07% | Reduce -14.2% | 106,083 | $9.8M |
| WESPAC Advisors SoCal, LLC | 2.17% | Reduce -3.9% | 104,986 | $9.7M |
| Commerce Bank | 0.06% | Reduce -5.8% | 104,797 | $9.7M |
| J.Safra Asset Management Corp | 0.66% | Add +4.6% | 102,995 | $9.5M |
| CreativeOne Wealth, LLC | 0.25% | Reduce -4.0% | 101,799 | $9.4M |
| Citadel Advisors | 0.01% | Add +147.5% | 100,839 | $9.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +13.3% | 99,311 | $9.2M |
| Mackenzie Financial Corp. | 0.01% | Add +0.4% | 98,790 | $9.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.0% | 98,376 | $9.1M |
| Proficio Capital Partners LLC | 0.56% | New | 8,635,203 | $9.0M |
| Crabel Capital Management, LLC | 5.46% | Add +90.2% | 96,269 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -13.7% | 96,093 | $8.9M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -31.8% | 95,862 | $8.9M |
| Ascent Group, LLC | 0.34% | Reduce -1.4% | 93,487 | $8.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 93,101 | $8.6M |
| Probity Advisors, Inc. | 1.49% | Add +1.2% | 91,479 | $8.5M |
| Omega Financial Group, LLC | 3.01% | Reduce -1.8% | 90,095 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.7% | 87,942 | $8.1M |
| Berger Financial Group, Inc | 0.52% | Add +6.0% | 86,048 | $8.0M |
| Busey Bank | 0.24% | Reduce -7.8% | 84,101 | $7.8M |
| Syon Capital LLC | 0.51% | Reduce -21.5% | 83,381 | $7.7M |
| Advocacy Wealth Management, LLC | 0.47% | Add +2.4% | 83,256 | $7.7M |
| Rinkey Investments | 2.31% | Reduce -3.4% | 82,842 | $7.7M |
| Cerity Partners LLC | 0.01% | Add +6.4% | 82,446 | $7.6M |
| Integrated Advisors Network LLC | 0.34% | Add +107.8% | 80,249 | $7.4M |
| Foster & Motley Inc. | 0.43% | Add +23.5% | 80,081 | $7.4M |
| Peak Financial Advisors LLC | 3.78% | Add +11.9% | 79,659 | $7.4M |
| Parr McKnight Wealth Management Group, LLC | 0.94% | Reduce -9.6% | 74,163 | $6.9M |
| Custos Family Office, LLC | 2.17% | Add +0.7% | 73,417 | $6.8M |
| Vise Technologies, Inc. | 0.28% | — | 72,881 | $6.8M |
| CW Advisors, LLC | 0.07% | Add +62.8% | 72,611 | $6.7M |
| Ellevest, Inc. | 1.07% | Reduce -30.2% | 72,546 | $6.7M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +1.0% | 71,827 | $6.7M |
| Jmac Enterprises LLC | 1.39% | Add +9.3% | 70,150 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +35.0% | 69,543 | $6.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +4.3% | 68,130 | $6.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +66.5% | 67,955 | $6.3M |
| JB Capital LLC | 0.30% | Add +3.0% | 67,291 | $6.2M |
| Factor Wealth Management LTD | 1.70% | Add +3.5% | 67,038 | $6.2M |
| Founders Financial Securities LLC | 0.47% | Add +16.4% | 66,590 | $6.2M |
| Rwa Wealth Partners, LLC | 0.08% | Add +165.8% | 66,155 | $6.1M |
| FORM Wealth Advisors, LLC | 0.71% | New | 63,073 | $5.8M |
| US Bancorp \de | 0.01% | Reduce -3.7% | 62,700 | $5.8M |
| Fairview Capital Investment Management, LLC | 0.30% | Add +1.5% | 62,335 | $5.8M |
| Scotia Capital Inc. | 0.03% | Reduce -0.8% | 59,897 | $5.5M |
| CFS Investment Advisory Services, LLC | 0.44% | Add +1.4% | 58,236 | $5.4M |
| Financial Alternatives, Inc | 3.47% | Add +2.2% | 57,636 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +33.3% | 56,938 | $5.3M |
| Guggenheim Capital LLC | 0.04% | Add +9.1% | 56,327 | $5.2M |
| Monument Capital Management | 1.35% | Reduce -14.7% | 56,150 | $5.2M |
| Sharkey, Howes & Javer | 0.70% | Add +13.7% | 56,067 | $5.2M |
| Horst & Graben Wealth Management LLC | 0.85% | Reduce -2.5% | 55,530 | $5.1M |
| Citizens Financial Group Inc. | 0.08% | Add +0.8% | 55,017 | $5.1M |
| SteelPeak Wealth, LLC | 0.20% | Add +1.4% | 54,072 | $5.0M |
| Alternative Investment Advisors, LLC. | 2.47% | Add +1.5% | 53,711 | $5.0M |
| AE Wealth Management LLC | 0.04% | Add +9.4% | 53,323 | $4.9M |
| Edgestream Partners, L.P. | 0.13% | Reduce -36.0% | 51,924 | $4.8M |
| Heritage Family Offices, LLP | 2.41% | Add +0.0% | 52,791 | $4.8M |
| BlueSky Wealth Advisors, LLC | 0.69% | Reduce -2.3% | 51,169 | $4.7M |
| Comerica Bank | 0.02% | Reduce -8.0% | 50,714 | $4.7M |
| Sierra Ocean, LLC | 3.33% | Add +2.2% | 49,940 | $4.6M |
| Russell Investments Group, Ltd. | 0.01% | No change | 48,948 | $4.5M |
| Impact Partnership Wealth, LLC | 0.81% | Add +9.1% | 47,593 | $4.4M |
| Principal Financial Group Inc. | 0.00% | Add +37.4% | 47,320 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.1% | 47,028 | $4.4M |
| Summit Financial, LLC | 0.10% | Add +46.4% | 47,018 | $4.4M |
| Friedenthal Financial | 2.37% | Add +24681.9% | 46,590 | $4.3M |
| Plan Group Financial, LLC | 1.41% | Reduce -28.1% | 46,292 | $4.3M |
| Lake Street Private Wealth, LLC | 0.60% | Add +4.5% | 45,434 | $4.2M |
| Trivium Point Advisory, LLC | 0.45% | Add +3.0% | 44,978 | $4.2M |
| Merit Financial Group, LLC | 0.05% | Add +38.9% | 43,666 | $4.0M |
| Parallel Advisors, LLC | 0.08% | Add +3.8% | 43,484 | $4.0M |
| Union Bancaire Privee, UBP SA | 0.06% | No change | 42,900 | $4.0M |
| Van Hulzen Asset Management, LLC | 0.32% | Add +12.3% | 41,978 | $3.9M |
| Mma Asset Management LLC | 1.47% | Add +172.3% | 41,329 | $3.8M |
| Kelly Financial Services LLC | 1.13% | Add +3.0% | 41,301 | $3.8M |
| Shepherd Financial Partners LLC | 0.40% | Add +5.0% | 41,114 | $3.8M |
| Banco Santander, S.A. | 0.04% | Reduce -31.0% | 41,073 | $3.8M |
| JT Stratford LLC | 0.57% | Add +6.1% | 40,776 | $3.8M |
| Verdence Capital Advisors LLC | 0.25% | Add +6.6% | 39,706 | $3.7M |
| Private Wealth Advisors, LLC | 1.44% | Add +2.4% | 39,499 | $3.7M |
| Wrapmanager Inc. | 0.89% | Add +3.1% | 39,259 | $3.6M |
| Modera Wealth Management, LLC | 0.04% | Add +0.2% | 39,251 | $3.6M |
| Inscription Capital, LLC | 0.52% | Reduce -14.2% | 39,229 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.5% | 38,922 | $3.6M |
| GenTrust, LLC | 0.17% | Add +7.1% | 38,140 | $3.5M |
| High Falls Advisors, Inc | 0.78% | Reduce -0.8% | 37,857 | $3.5M |
| Regions Financial Corp. | 0.02% | Reduce -0.3% | 37,773 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +76.8% | 37,769 | $3.5M |
| My Legacy Advisors, LLC | 1.24% | Add +6.5% | 37,650 | $3.5M |
| Focus Partners Wealth | 0.01% | Reduce -12.8% | 37,448 | $3.5M |
| Insight Wealth Partners, LLC | 1.90% | Add +0.8% | 37,079 | $3.4M |
| Hancock Whitney Corp. | 0.07% | Add +7.0% | 37,078 | $3.4M |
| CENTRAL TRUST Co | 0.08% | Add +18.6% | 36,831 | $3.4M |
| IFP Advisors, Inc | 0.10% | Add +0.5% | 36,724 | $3.4M |
| Nwam LLC | 0.19% | Add +27.4% | 35,911 | $3.3M |
| LifePlan Investment Advisors, Inc. | 1.64% | Add +1.0% | 35,570 | $3.3M |
| Austin Private Wealth, LLC | 0.26% | Add +0.6% | 35,172 | $3.3M |
| Rovin Capital /Ut/ | 0.99% | Reduce -47.1% | 35,122 | $3.3M |
| Integrity Alliance, Llc. | 0.17% | Reduce -25.3% | 34,529 | $3.2M |
| Stevens Capital Management LP | 0.86% | Add +55.7% | 34,324 | $3.2M |
| Stokes Family Office, LLC | 0.33% | Add +4.2% | 34,273 | $3.2M |
| Simplicity Wealth,LLC | 0.13% | Add +86.1% | 34,188 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +2.3% | 34,020 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -49.9% | 33,954 | $3.1M |
| Strategic Blueprint, LLC | 0.15% | Add +1.5% | 33,721 | $3.1M |
| Paragon Advisors, LLC | 0.82% | Reduce -35.4% | 33,715 | $3.1M |
| Triad Wealth Partners, LLC | 0.63% | Add +24.2% | 33,567 | $3.1M |
| Colton Groome Financial Advisors, LLC | 1.04% | Add +4.6% | 33,150 | $3.1M |
| Keybank National Association | 0.01% | Reduce -0.8% | 33,149 | $3.1M |
| Insight Wealth Strategies, LLC | 0.38% | Reduce -7.1% | 32,156 | $3.0M |
| Liberty Wealth Management LLC | 0.45% | New | 31,088 | $2.9M |
| DRW Securities, LLC | 0.20% | Reduce -14.1% | 30,939 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -2.6% | 30,649 | $2.8M |
| Hilltop Holdings Inc. | 0.18% | Add +70.7% | 29,774 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +55.0% | 29,540 | $2.7M |
| Modern Wealth Management, LLC | 0.07% | Add +9.0% | 29,357 | $2.7M |
| Great Diamond Partners, LLC | 0.57% | Add +217.4% | 29,140 | $2.7M |
| Verus Wealth Management, LLC | 2.69% | Add +3.6% | 28,922 | $2.7M |
| Mount Lucas Management LP | 1.25% | Add +0.1% | 28,405 | $2.6M |
| TSA Wealth Managment LLC | 0.96% | Add +4.8% | 28,370 | $2.6M |
| Blackhawk Capital Partners, LLC | 1.20% | Add +139.4% | 28,164 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Reduce -3.8% | 27,872 | $2.6M |
| Stone House Investment Management, LLC | 0.47% | Add +11.0% | 27,814 | $2.6M |
| Clear Creek Financial Management, LLC | 0.24% | Reduce -28.5% | 27,690 | $2.6M |
| Cardinal Strategic Wealth Guidance | 0.74% | Add +3.5% | 27,658 | $2.6M |
| Sharper & Granite LLC | 0.96% | Add +5.7% | 27,424 | $2.5M |
| OneAscent Family Office, LLC | 2.39% | Add +131.0% | 27,274 | $2.5M |
| Central Bank & Trust Co. | 0.40% | Reduce -1.6% | 26,235 | $2.4M |
| Beacon Financial Group | 0.25% | Add +11.2% | 25,817 | $2.4M |
| FFG Retirement Advisors LLC | 1.48% | Add +10.2% | 25,555 | $2.4M |
| Farrell Financial LLC | 1.58% | Add +11.5% | 25,406 | $2.4M |
| Ally Invest Advisors Inc. | 0.18% | Add +5.5% | 25,095 | $2.3M |
| Blueprint Financial Advisors LLC | 0.74% | New | 25,077 | $2.3M |
| Blueprint Investment Partners LLC | 0.41% | New | 25,077 | $2.3M |
| MIdWestOne Financial Group, Inc. | 0.30% | Add +12.4% | 24,772 | $2.3M |
| Icon Wealth Advisors, LLC | 0.16% | Add +11.8% | 24,552 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +3742.3% | 24,360 | $2.3M |
| Blue Trust, Inc. | 0.03% | Reduce -1.7% | 24,223 | $2.2M |
| One Wealth Advisors, LLC | 0.31% | Add +3.8% | 23,821 | $2.2M |
| Gladwyn Financial Advisors, Inc. | 1.70% | — | 23,661 | $2.2M |
| Prudential PLC | 0.01% | Add +0.7% | 23,370 | $2.2M |
| Dai-ichi Life Holdings, Inc. | 2.51% | Reduce -73.3% | 23,348 | $2.2M |
| Guidance Capital, Inc. | 0.61% | Add +3.3% | 23,149 | $2.1M |
| Savvy Advisors, Inc. | 0.14% | Add +42.7% | 23,114 | $2.1M |
| Martel Wealth Advisors LLC | 0.39% | Reduce -1.8% | 22,972 | $2.1M |
| Evergreen Capital Management LLC | 0.06% | Add +2.9% | 22,819 | $2.1M |
| Garden State Investment Advisory Services LLC | 0.57% | Add +12.6% | 22,577 | $2.1M |
| Regal Investment Advisors LLC | 0.16% | Add +3.2% | 22,589 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +8.4% | 22,554 | $2.1M |
| CoreCap Advisors, LLC | 0.08% | Reduce -0.9% | 22,466 | $2.1M |
| EFG Asset Management (Americas) Corp. | 0.38% | Add +137.9% | 22,041 | $2.0M |
| Randall & Associates Wealth Management | 1.57% | Reduce -1.0% | 22,001 | $2.0M |
| ONE Advisory Partners, LLC | 0.68% | Add +7.9% | 21,980 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -4.1% | 21,780 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +16.4% | 21,250 | $2.0M |
| Ssa Swiss Advisors AG | 0.92% | Add +20.8% | 20,556 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +1.5% | 20,233 | $1.9M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -43.4% | 20,176 | $1.9M |
| Trajan Wealth LLC | 0.09% | Reduce -0.4% | 20,109 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -65.2% | 19,766 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.24% | Reduce -3.2% | 19,555 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 19,545 | $1.8M |
| LexAurum Advisors, LLC | 0.29% | Add +4.5% | 19,528 | $1.8M |
| Moors & Cabot, Inc. | 0.08% | Add +6.7% | 19,097 | $1.8M |
| Rik Saylor Financial, Inc. | 1.34% | New | 18,804 | $1.7M |
| Stephenson & Company, Inc. | 1.05% | Add +4.7% | 18,742 | $1.7M |
| Invst, LLC | 0.22% | Reduce -91.5% | 18,706 | $1.7M |
| Prudent Investors Network, Inc. | 0.47% | Add +67.9% | 18,645 | $1.7M |
| Ascentis Independent Advisors | 0.32% | Add +36.1% | 18,595 | $1.7M |
| Sincerus Advisory, LLC | 1.62% | Add +4.7% | 18,538 | $1.7M |
| Ariadne Wealth Management, LP | 0.82% | No change | 18,256 | $1.7M |
| McNaughton Wealth Management, LLC | 0.77% | Add +6.3% | 18,553 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -0.4% | 17,977 | $1.6M |
| Keel Point, LLC | 0.11% | Reduce -0.0% | 17,286 | $1.6M |
| Shore Point Advisors, LLC | 0.75% | Reduce -0.8% | 16,958 | $1.6M |
| Bay Harbor Wealth Management, LLC | 0.45% | Add +14.2% | 16,922 | $1.6M |
| Unison Advisors LLC | 0.18% | Add +3.1% | 16,913 | $1.6M |
| Vicus Capital | 0.13% | Add +1.4% | 16,900 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.23% | Add +0.2% | 16,737 | $1.6M |
| Eq LLC | 0.60% | Reduce -63.4% | 16,679 | $1.5M |
| SWP Financial LLC | 0.85% | Add +3.1% | 16,664 | $1.5M |
| Advus Financial Partners, LLC | 0.39% | Add +14.9% | 16,662 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -76.9% | 16,550 | $1.5M |
| Dynamic Wealth Strategies, LLC | 1.10% | Reduce -33.0% | 16,452 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -10.7% | 16,247 | $1.5M |
| Natixis | 0.01% | Add +66.9% | 16,219 | $1.5M |
| Shared Vision Wealth Group LLC | 0.75% | Add +2.6% | 16,134 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -12.0% | 16,054 | $1.5M |
| Nilsine Partners, LLC | 0.15% | Add +1.0% | 15,992 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.11% | Reduce -6.1% | 15,990 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +1.3% | 15,857 | $1.5M |
| Plan A Wealth LLC | 0.81% | Reduce -30.3% | 15,518 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +18.1% | 15,458 | $1.4M |
| American Financial Advisors, LLC | 0.20% | Reduce -4.3% | 15,434 | $1.4M |
| Pettinga Financial Advisors LLC | 0.31% | Add +8.3% | 15,390 | $1.4M |
| Prosperity Consulting Group, LLC | 0.10% | Add +3.9% | 15,335 | $1.4M |
| Avalon Capital Management | 0.38% | Reduce -37.0% | 15,268 | $1.4M |
| Barden Capital Management, Inc. | 1.24% | Reduce -3.8% | 15,237 | $1.4M |
| Diversified Enterprises, LLC | 0.10% | Add +13.4% | 15,153 | $1.4M |
| Two Sigma Securities, LLC | 0.17% | Reduce -10.7% | 14,871 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +1.8% | 14,531 | $1.3M |
| Matisse Capital | 0.63% | No change | 14,300 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -5.9% | 14,295 | $1.3M |
| Cypress Wealth Services, LLC | 0.24% | Add +8.3% | 14,252 | $1.3M |
| WealthShield Partners, LLC | 0.16% | Add +7.3% | 14,223 | $1.3M |
| Steadtrust LLC | 1.03% | — | 14,221 | $1.3M |
| PAX Financial Group, LLC | 0.25% | Reduce -5.0% | 14,106 | $1.3M |
| Hexagon Capital Partners LLC | 0.29% | Add +0.1% | 14,055 | $1.3M |
| True Vision MN LLC | 0.72% | Add +0.2% | 14,041 | $1.3M |
| Croban | 1.10% | Add +11.8% | 13,958 | $1.3M |
| World Investment Advisors | 0.03% | Reduce -32.0% | 13,900 | $1.3M |
| AlTi Global, Inc. | 0.03% | Add +32.3% | 13,820 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -7.6% | 13,787 | $1.3M |
| Keystone Financial Services | 0.43% | Add +5.0% | 13,780 | $1.3M |
| Gateway Wealth Partners, LLC | 0.24% | Add +14.4% | 13,766 | $1.3M |
| Columbus Macro, LLC | 0.16% | New | 13,741 | $1.3M |
| Goldstone Financial Group, LLC | 0.17% | Add +9.5% | 13,674 | $1.3M |
| Aletheian Wealth Advisors LLC | 0.62% | Add +6.5% | 13,552 | $1.3M |
| RFG Advisory, LLC | 0.03% | Reduce -60.7% | 13,529 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +23.7% | 13,379 | $1.2M |
| Apeiron RIA LLC | 0.31% | Add +27.3% | 13,156 | $1.2M |
| Ocean Park Asset Management, LLC | 0.04% | No change | 13,352 | $1.2M |
| Defined Wealth Management, LLC | 0.73% | Add +23.1% | 12,826 | $1.2M |
| Gries Financial LLC | 0.22% | Add +1.7% | 12,776 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -25.4% | 12,736 | $1.2M |
| North Forty Two & Co. | 1.25% | Add +0.1% | 12,713 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +45.5% | 12,699 | $1.2M |
| OxenFree Capital LLC | 0.72% | Add +16.8% | 12,624 | $1.2M |
| Quadrant Private Wealth Management, LLC | 0.24% | Add +11.7% | 12,548 | $1.2M |
| Private Advisory Group LLC | 0.11% | Reduce -36.8% | 12,504 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -55.4% | 12,501 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Add +42.7% | 12,419 | $1.2M |
| RiverFront Investment Group, LLC | 0.02% | Reduce -45.7% | 12,337 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +6.3% | 12,320 | $1.1M |
| BKM Wealth Management, LLC | 0.45% | Add +9.1% | 12,306 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +7.6% | 12,303 | $1.1M |
| Legacy Financial Group LLC | 0.16% | Add +6.1% | 12,244 | $1.1M |
| Endeavor Private Wealth, Inc. | 0.53% | Add +2.5% | 12,171 | $1.1M |
| Spectrum Planning & Advisory Services Inc. | 0.73% | Add +5.1% | 12,106 | $1.1M |
| Centurion Wealth Management LLC | 0.32% | Add +28.1% | 11,935 | $1.1M |
| Creative Planning | 0.00% | Reduce -8.8% | 11,810 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +37.4% | 11,802 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -8.1% | 11,757 | $1.1M |
| Tsfg, LLC | 0.20% | Add +5.3% | 11,719 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -5.8% | 11,641 | $1.1M |
| LFA - Lugano Financial Advisors SA | 0.64% | Reduce -0.3% | 11,734 | $1.1M |
| Klaas Financial Asset Advisors, LLC | 0.17% | Add +6.1% | 11,594 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -12.3% | 11,533 | $1.1M |
| GAMMA Investing LLC | 0.07% | Reduce -75.6% | 11,231 | $1.0M |
| Continuum Advisory, LLC | 0.12% | Add +6.7% | 11,143 | $1.0M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -39.0% | 11,046 | $1.0M |
| Islay Capital Management, LLC | 0.65% | Reduce -59.4% | 10,884 | $1.0M |
| Wealth Alliance, LLC | 0.11% | Add +17.0% | 10,740 | $995K |
| Kensington Asset Management, LLC | 0.07% | New | 10,680 | $989K |
| Focus Financial Network, Inc. | 0.04% | Add +7.8% | 10,623 | $984K |
| Titan Global Capital Management USA LLC | 0.15% | Add +1.6% | 10,584 | $980K |
| Intellectus Partners, LLC | 0.21% | Reduce -2.2% | 10,541 | $976K |
| United Advisor Group, LLC | 0.17% | Add +13.7% | 10,501 | $973K |
| Global Retirement Partners, LLC | 0.02% | — | 10,444 | $967K |
| Principal Securities, Inc. | 0.02% | Reduce -80.6% | 10,391 | $962K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -0.3% | 10,373 | $961K |
| ORG Partners LLC | 0.20% | Add +19.2% | 10,036 | $929K |
| Gridiron Partners, LLC | 0.57% | No change | 9,985 | $925K |
| Logan Stone Capital, LLC | 0.43% | Reduce -81.1% | 9,967 | $923K |
| Capital Analysts, LLC | 0.03% | Add +8.8% | 9,917 | $919K |
| Manning & Napier Advisors LLC | 0.01% | Add +1.2% | 9,895 | $917K |
| 5T Wealth, LLC | 0.46% | Reduce -16.9% | 9,729 | $901K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -13.2% | 9,720 | $900K |
| Cape Cod Five Cents Savings Bank | 0.08% | No change | 9,610 | $899K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +8.6% | 9,664 | $895K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +26.1% | 9,519 | $882K |
| Mutual Advisors, LLC | 0.02% | Add +3.8% | 9,437 | $875K |
| Security Financial Services, INC. | 0.15% | Add +0.5% | 9,337 | $865K |
| Verus Capital Partners, LLC | 0.08% | Add +5.5% | 9,320 | $863K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.48% | No change | 9,420 | $853K |
| WealthPlan Investment Management, LLC | 0.06% | Add +233.3% | 9,117 | $844K |
| FDx Advisors, Inc. | 0.26% | Add +5.9% | 9,077 | $841K |
| Versant Capital Management, Inc | 0.13% | Reduce -8.3% | 9,037 | $837K |
| West Wealth Group, LLC | 0.21% | Reduce -0.4% | 8,963 | $836K |
| Venture Visionary Partners LLC | 0.03% | Add +1.0% | 9,004 | $834K |
| Postrock Partners LLC | 0.40% | No change | 9,000 | $834K |
| Advisors Asset Management, Inc. | 0.01% | Add +21.6% | 8,977 | $831K |
| First Trust Advisors LP | 0.00% | Reduce -2.7% | 8,969 | $831K |
| MMBG Investment Advisors Co. | 0.08% | No change | 8,923 | $826K |
| 10Elms LLP | 0.92% | Add +5.3% | 8,920 | $826K |
| Advisory Resource Group | 0.16% | Add +7.4% | 8,911 | $825K |
| Rosenberg Matthew Hamilton | 0.19% | Reduce -8.1% | 8,861 | $821K |
| City State Bank | 0.26% | Reduce -15.4% | 8,795 | $815K |
| Unique Wealth, LLC | 0.13% | Add +39.6% | 8,726 | $808K |
| Atlatl Advisers LLC | 0.38% | Add +5.3% | 8,672 | $803K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -8.8% | 8,591 | $796K |
| Unique Wealth Strategies, LLC | 0.33% | Add +15.9% | 8,535 | $790K |
| Sovran Advisors, LLC | 0.08% | Reduce -10.3% | 8,582 | $787K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.3% | 8,462 | $784K |
| New England Private Wealth Advisors LLC | 0.11% | Add +3.0% | 8,435 | $783K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.9% | 8,435 | $781K |
| Theory Financial LLC | 0.29% | Add +15.9% | 8,326 | $773K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -30.9% | 8,320 | $771K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,305 | $769K |
| Richardson Financial Services Inc. | 0.51% | Add +9.5% | 8,263 | $764K |
| Hoxton Planning & Management, LLC | 0.26% | Add +6.2% | 8,242 | $763K |
| Yoffe Investment Management, LLC | 1.04% | Add +0.2% | 8,232 | $762K |
| Freedom Investment Management, Inc. | 0.06% | Add +0.2% | 8,227 | $762K |
| Frederick Financial Consultants, LLC | 0.46% | Add +1.1% | 8,073 | $748K |
| ShoreHaven Wealth Partners, LLC | 0.31% | Add +0.4% | 8,051 | $746K |
| Signal Advisors Wealth, LLC | 0.06% | Add +24.0% | 8,017 | $743K |
| Rothschild Wealth LLC | 0.18% | Add +32.0% | 7,973 | $738K |
| IHT Wealth Management, LLC | 0.02% | Reduce -11.7% | 7,965 | $738K |
| Copperleaf Capital, LLC | 0.37% | Add +3.6% | 7,790 | $721K |
| Net Worth Advisory Group | 0.16% | Add +7.9% | 7,788 | $721K |
| Diversify Advisory Services, LLC | 0.03% | Add +53.8% | 7,696 | $721K |
| Wharton Business Group, LLC | 0.03% | Reduce -82.5% | 7,400 | $717K |
| Carter Financial Group, INC. | 0.46% | — | 7,669 | $710K |
| Crewe Advisors LLC | 0.10% | Reduce -39.5% | 7,645 | $708K |
| Penobscot Wealth Management | 0.25% | Reduce -2.0% | 7,594 | $703K |
| Trustmark Bank Trust Department | 0.05% | Reduce -4.0% | 7,526 | $697K |
| Signet Financial Management, LLC | 0.09% | Add +3.0% | 7,489 | $694K |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +19.1% | 7,467 | $692K |
| Barnes Wealth Management Group, Inc | 0.41% | Add +1.3% | 7,423 | $688K |
| Certuity, LLC | 0.06% | No change | 7,276 | $674K |
| American Financial & Tax Strategies Inc. | 0.35% | Reduce -1.1% | 7,239 | $671K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.9% | 7,211 | $668K |
| Endowment Wealth Management, Inc. | 0.34% | Reduce -2.0% | 7,191 | $666K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -0.5% | 7,169 | $664K |
| Vertex Planning Partners, LLC | 0.14% | Add +4.8% | 7,136 | $661K |
| Keystone Wealth Services, LLC | 0.16% | Reduce -0.1% | 7,117 | $659K |
| Certus Wealth Management, LLC | 0.42% | Add +1.2% | 7,090 | $657K |
| Alterna Wealth Management, Inc. | 0.52% | Add +19.2% | 7,060 | $654K |
| CIBC Asset Management Inc | 0.00% | No change | 7,044 | $652K |
| Voya Financial Advisors, Inc. | 0.07% | Add +9.9% | 7,012 | $646K |
| Running Point Capital Advisors, LLC | 0.18% | No change | 6,927 | $642K |
| Rockingstone Advisors LLC | 0.33% | Add +9.2% | 6,871 | $636K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -25.6% | 6,800 | $630K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +181.8% | 6,779 | $628K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -97.5% | 6,779 | $627K |
| Outlook Wealth Advisors, LLC | 0.16% | Reduce -1.2% | 6,719 | $622K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.2% | 6,569 | $608K |
| MAI Capital Management | 0.00% | Reduce -7.3% | 6,569 | $608K |
| Motiv8 Investments LLC | 0.37% | Reduce -4.6% | 6,553 | $607K |
| White Lighthouse Investment Management Inc. | 0.10% | Add +3.6% | 6,393 | $592K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -10.9% | 6,386 | $591K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +8.8% | 6,373 | $590K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.5% | 6,338 | $587K |
| TD Private Client Wealth LLC | 0.01% | Add +211000.0% | 6,333 | $587K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -8.1% | 6,294 | $583K |
| Garde Capital, Inc. | 0.03% | Reduce -39.6% | 6,189 | $573K |
| Nvwm, LLC | 0.14% | Reduce -87.1% | 6,179 | $572K |
| Cutler Investment Counsel LLC | 0.06% | Add +0.1% | 6,055 | $561K |
| Frisch Financial Group, Inc. | 0.14% | Add +0.0% | 6,038 | $559K |
| Walleye Capital LLC | 0.01% | No change | 5,991 | $555K |
| Innealta Capital, LLC | 0.29% | Reduce -51.2% | 5,922 | $548K |
| Activest Wealth Management | 0.13% | Add +11.9% | 5,896 | $546K |
| ARK & TLK Investments, LLC | 0.18% | Add +0.0% | 5,894 | $546K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.0% | 5,879 | $545K |
| KKM Financial LLC | 0.19% | Add +2.5% | 5,834 | $543K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -12.2% | 5,864 | $543K |
| Blue Fin Capital, Inc. | 0.09% | Add +1.5% | 5,787 | $536K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 5,690 | $527K |
| Maripau Wealth Management LLC | 0.26% | Add +18.4% | 5,577 | $517K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -14.5% | 5,533 | $513K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +15.2% | 5,437 | $504K |
| Yukon Wealth Management, Inc. | 0.18% | Add +2.1% | 5,428 | $503K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -1.1% | 5,414 | $501K |
| Sage Advisory Services, Ltd.Co. | 0.27% | Reduce -2.6% | 5,352 | $496K |
| Optivise Advisory Services LLC | 0.25% | Add +18.3% | 5,345 | $495K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +312.2% | 5,289 | $490K |
| Strategic Financial Partners, Ltd. | 0.22% | Reduce -63.7% | 5,161 | $478K |
| Argent Trust Co | 0.02% | Add +16.3% | 5,066 | $469K |
| Kovack Advisors, Inc. | 0.05% | No change | 4,991 | $462K |
| MPWM Advisory Solutions, LLC | 0.28% | Add +29.7% | 4,835 | $448K |
| GeoWealth Management, LLC | 0.02% | Reduce -56.2% | 4,772 | $442K |
| Arkadios Wealth Advisors | 0.01% | Add +11.0% | 4,767 | $442K |
| WFA of San Diego, LLC | 0.33% | — | 4,761 | $441K |
| HCR Wealth Advisors | 0.05% | Reduce -11.5% | 4,722 | $437K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +46.5% | 4,681 | $434K |
| Lido Advisors, LLC | 0.00% | Add +4.2% | 4,676 | $433K |
| Old National Bancorp | 0.01% | New | 4,617 | $428K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -86.5% | 4,599 | $426K |
| Life Planning Partners, Inc | 0.34% | Reduce -19.8% | 4,596 | $426K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -23.0% | 4,562 | $423K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -0.3% | 4,534 | $420K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -3.0% | 4,512 | $418K |
| Maia Wealth LLC | 0.08% | Add +2.5% | 4,483 | $415K |
| Avior Wealth Management, LLC | 0.01% | Reduce -7.5% | 4,461 | $413K |
| Firethorn Wealth Partners, LLC | 0.18% | Add +2.2% | 4,451 | $412K |
| Cohen Investment Advisors LLC | 0.21% | Add +0.2% | 4,429 | $410K |
| 1620 Investment Advisors, Inc. | 0.30% | Add +1.2% | 4,407 | $408K |
| Mgo One Seven LLC | 0.01% | New | 4,407 | $408K |
| WealthTrak Capital Management LLC | 0.34% | Reduce -54.6% | 4,357 | $404K |
| WealthPLAN Partners, LLC | 0.06% | Add +2.8% | 4,357 | $404K |
| Cushing Capital Partners, LLC | 0.34% | Add +7.2% | 4,354 | $403K |
| Stratos Investment Management, LLC | 0.02% | Reduce -0.1% | 4,337 | $402K |
| Invictus Private Wealth, LLC | 0.03% | Add +11.0% | 4,335 | $402K |
| BOS Asset Management, LLC | 0.13% | Add +0.6% | 4,333 | $401K |
| Financial Advocates Investment Management | 0.03% | Reduce -97.2% | 4,333 | $401K |
| North Ridge Wealth Advisors, Inc. | 0.25% | Add +23.6% | 4,330 | $401K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -9.3% | 4,312 | $399K |
| VPR Management LLC | 0.19% | No change | 4,300 | $398K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.4% | 4,280 | $396K |
| Three Bridge Wealth Advisors, LLC | 0.10% | Add +15.1% | 4,254 | $394K |
| Integris Wealth Management, LLC | 0.10% | Reduce -4.9% | 4,174 | $387K |
| Sterling Investment Counsel, LLC | 0.23% | Reduce -7.0% | 4,173 | $387K |
| Arax Advisory Partners | 0.02% | Reduce -19.1% | 2,794 | $386K |
| Sterling Financial Planning, Inc. | 0.13% | Reduce -4.8% | 4,157 | $385K |
| Knollwood Investment Advisory, LLC | 0.04% | No change | 4,150 | $384K |
| Delta Wealth Advisors LLC | 0.32% | Add +27.0% | 4,108 | $380K |
| Tempus Wealth Planning, LLC | 0.09% | Add +28.2% | 4,058 | $376K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 4,044 | $375K |
| First Heartland Consultants, Inc. | 0.03% | Add +16.9% | 4,043 | $374K |
| 4Thought Financial Group Inc. | 0.19% | Reduce -2.9% | 3,953 | $366K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -2.1% | 3,876 | $359K |
| One Wealth Capital Management, LLC | 0.17% | Add +1.3% | 3,871 | $359K |
| CPA Asset Management Group, LLC | 0.15% | No change | 3,857 | $357K |
| Atlas Legacy Advisors, LLC | 0.08% | Add +43.1% | 3,825 | $354K |
| Victory Financial Group, LLC | 0.06% | Reduce -3.0% | 3,818 | $354K |
| Aptus Capital Advisors, LLC | 0.00% | Add +27.7% | 3,813 | $353K |
| Clearview Wealth Advisors LLC | 0.25% | Add +4.7% | 3,801 | $352K |
| Bank of Montreal | 0.00% | Add +18.2% | 3,796 | $352K |
| Commons Capital, LLC | 0.27% | Reduce -3.9% | 3,784 | $350K |
| Petix & Botte Co | 0.09% | Add +2.2% | 3,752 | $348K |
| Strathmore Capital Advisors, Inc. | 0.15% | — | 3,729 | $344K |
| Dimension Capital Management LLC | 0.05% | Reduce -19.7% | 3,713 | $344K |
| IPG Investment Advisors LLC | 0.07% | Add +3.4% | 3,694 | $342K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -97.6% | 3,694 | $341K |
| Redwood Investment Management, LLC | 0.04% | Add +37.9% | 3,681 | $341K |
| Sigma Planning Corp | 0.01% | Reduce -1.4% | 3,668 | $340K |
| BCU Wealth Advisors, LLC | 0.15% | Add +2.5% | 3,662 | $339K |
| StoneX Group Inc. | 0.02% | Reduce -52.4% | 3,662 | $339K |
| Kickstand Ventures, Llc. | 0.08% | Reduce -8.1% | 3,625 | $336K |
| Range Financial Group LLC | 0.13% | Add +22.2% | 3,616 | $335K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 3,616 | $335K |
| Sunbelt Securities, Inc. | 0.03% | Add +355.5% | 3,758 | $335K |
| Fund Evaluation Group, LLC | 0.01% | New | 3,560 | $330K |
| Pinney & Scofield, Inc. | 0.22% | Add +18.6% | 3,558 | $330K |
| Brookwood Investment Group LLC | 0.05% | Reduce -48.7% | 3,554 | $329K |
| Wealth Advisory Solutions, LLC | 0.08% | Add +11.4% | 3,527 | $327K |
| Principia Wealth Advisory, LLC | 0.28% | New | 3,524 | $326K |
| Kilter Group LLC | 0.17% | Add +19.3% | 3,498 | $324K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.0% | 3,467 | $321K |
| Lifelong Wealth Advisors, Inc. | 0.11% | Add +6.1% | 3,454 | $320K |
| Fullcircle Wealth LLC | 0.12% | Add +16.8% | 3,374 | $314K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.9% | 3,349 | $310K |
| Creative Financial Designs Inc. | 0.02% | Reduce -19.4% | 3,343 | $310K |
| Balefire, LLC | 0.07% | New | 3,340 | $309K |
| Transcend Capital Advisors, LLC | 0.02% | Add +18.5% | 3,337 | $309K |
| Regimen Wealth, LLC | 0.10% | New | 3,309 | $307K |
| Creekside Partners | 0.15% | Add +0.9% | 3,304 | $306K |
| Harbour Investments, Inc. | 0.01% | Add +11.1% | 3,303 | $306K |
| Davis Wealth Advisors, LLC | 0.32% | Add +0.6% | 3,299 | $306K |
| Synergy Asset Management, LLC | 0.03% | New | 3,286 | $304K |
| Pinion Investment Advisors, LLC | 0.10% | Reduce -12.5% | 3,248 | $301K |
| Advisors Capital Management, LLC | 0.00% | Reduce -6.0% | 3,242 | $300K |
| Brown Wealth Management, LLC | 0.09% | Reduce -18.9% | 3,239 | $300K |
| Two West Capital Advisors LLC | 0.20% | New | 3,212 | $298K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -46.8% | 3,210 | $297K |
| Saxony Capital Management, LLC | 0.23% | Reduce -85.0% | 3,208 | $297K |
| Private Trust Co. NA | 0.03% | Add +14.5% | 3,198 | $296K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.2% | 3,189 | $295K |
| RDA Financial Network | 0.08% | Add +4.2% | 3,164 | $293K |
| Mission Creek Capital Partners, Inc. | 0.07% | Add +0.7% | 3,163 | $293K |
| Dravo Bay LLC | 0.14% | Reduce -0.9% | 3,166 | $292K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 3,141 | $291K |
| McAdam, LLC | 0.02% | Reduce -5.3% | 3,128 | $290K |
| Quad-Cities Investment Group, LLC | 0.13% | Add +17.3% | 3,101 | $287K |
| Finley Financial, LLC | 0.14% | Add +82.3% | 3,100 | $287K |
| Gen-Wealth Partners Inc | 0.11% | Add +10.5% | 3,098 | $287K |
| Stewardship Advisors, LLC | 0.07% | Add +1.1% | 3,097 | $287K |
| Sand Hill Global Advisors, LLC | 0.01% | Add +24.4% | 3,097 | $287K |
| Brand Asset Management Group, Inc. | 0.11% | Reduce -10.0% | 3,054 | $283K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -98.4% | 3,001 | $278K |
| WESPAC Advisors, LLC | 0.19% | Reduce -2.4% | 3,001 | $278K |
| Wedbush Securities Inc. | 0.01% | Add +15.9% | 2,985 | $276K |
| Bush Investment Group, LLC | 0.18% | Add +5.1% | 2,964 | $274K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -0.6% | 2,955 | $274K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,937 | $272K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.3% | 2,937 | $272K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 2,930 | $271K |
| Larson Financial Group LLC | 0.01% | Reduce -48.1% | 2,921 | $271K |
| Coppell Advisory Solutions LLC | 0.03% | New | 2,930 | $270K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | New | 2,905 | $269K |
| Abacus Wealth Partners, LLC | 0.04% | New | 2,873 | $266K |
| Wealthstream Advisors, Inc. | 0.04% | Reduce -45.1% | 2,833 | $262K |
| 17 Capital Partners, LLC | 0.15% | New | 2,789 | $258K |
| Norden Group LLC | 0.03% | Reduce -67.1% | 2,781 | $258K |
| Richmond Investment Services, LLC | 0.05% | New | 2,781 | $258K |
| Bellwether Advisors, LLC | 0.04% | Add +4.5% | 2,780 | $257K |
| Center For Asset Management LLC | 0.16% | Reduce -38.5% | 2,852 | $254K |
| AQR Capital Management | 0.00% | Reduce -4.4% | 2,719 | $252K |
| Five Oceans Advisors | 0.11% | Reduce -1.4% | 2,708 | $251K |
| HB Wealth Management, LLC | 0.00% | Add +1.4% | 2,692 | $249K |
| International Assets Investment Management, LLC | 0.02% | Reduce -8.5% | 2,685 | $249K |
| Rehmann Capital Advisory Group | 0.01% | Add +11.5% | 2,677 | $248K |
| Comprehensive Money Management Services LLC | 0.19% | No change | 2,636 | $244K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.4% | 2,620 | $243K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -34.2% | 2,571 | $238K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -30.9% | 2,548 | $236K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -15.0% | 2,541 | $235K |
| KWB Wealth | 0.03% | New | 2,573 | $233K |
| Trust Point Inc. | 0.02% | Reduce -6.5% | 2,500 | $232K |
| Americana Partners, LLC | 0.01% | New | 2,500 | $232K |
| IFG Advisory, LLC | 0.01% | Add +12.7% | 2,497 | $231K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.2% | 2,488 | $230K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -20.0% | 2,460 | $228K |
| Westmount Partners, LLC | 0.06% | Reduce -3.9% | 2,427 | $225K |
| Compass Capital Corp. /Ma/ | 0.11% | Add +0.5% | 2,395 | $224K |
| Glass Jacobson Investment Advisors llc | 0.09% | Reduce -12.9% | 2,401 | $222K |
| Emergent Wealth Advisors, LLC | 0.14% | Add +2.4% | 2,397 | $222K |
| New Republic Capital, LLC | 0.08% | Reduce -33.0% | 2,389 | $221K |
| Blair William & Co. | 0.00% | Reduce -14.8% | 2,375 | $220K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 2,373 | $220K |
| First Interstate Bank | 0.01% | Add +2.7% | 2,360 | $219K |
| Upper Left Wealth Management, LLC | 0.15% | Reduce -0.9% | 2,354 | $218K |
| BankPlus Trust Department | 0.06% | No change | 2,348 | $217K |
| Transce3nd, LLC | 0.09% | Reduce -2.0% | 2,347 | $217K |
| Empirical Asset Management, LLC | 0.07% | New | 2,343 | $217K |
| Aspire Private Capital, LLC | 0.05% | New | 2,331 | $216K |
| Rooted Wealth Advisors, Inc. | 0.07% | Reduce -16.4% | 2,333 | $214K |
| Summit Global Investments | 0.01% | Add +2.3% | 2,284 | $212K |
| Wealthgarden F.S. LLC | 0.18% | New | 2,272 | $211K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +133.7% | 2,274 | $211K |
| City National Bank of Florida | 0.15% | Reduce -20.2% | 2,271 | $210K |
| Breakwater Investment Management | 0.08% | Reduce -6.0% | 2,237 | $207K |
| Alpha Omega Wealth Management LLC | 0.04% | Reduce -1.9% | 2,229 | $206K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | New | 2,182 | $204K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Reduce -82.2% | 2,203 | $204K |
| HF Advisory Group, LLC | 0.08% | New | 2,186 | $202K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.9% | 2,180 | $202K |
| Sutton Place Investors LLC | 0.12% | Reduce -7.3% | 2,176 | $202K |
| Eastern Bank | 0.00% | Add +0.8% | 1,735 | $161K |
| Retirement Wealth Solutions LLC | 0.12% | Add +5.7% | 1,703 | $158K |
| LGT Financial Advisors LLC | 0.38% | Add +3.4% | 1,632 | $151K |
| Pflug Koory, LLC | 0.07% | No change | 1,576 | $146K |
| Red Tortoise LLC | 0.07% | Reduce -33.5% | 1,516 | $140K |
| Elequin Capital, LP | 0.04% | Add +153.8% | 1,457 | $135K |
| Quintet Private Bank (Europe) S.A. | 0.01% | No change | 1,455 | $135K |
| Allworth Financial LP | 0.00% | Add +23.6% | 1,441 | $133K |
| Clear Investment Research, LLC | 0.17% | Add +1.1% | 1,429 | $132K |
| Private Wealth Asset Management, LLC | 0.02% | Add +2481.8% | 1,420 | $132K |
| Cape Investment Advisory, Inc. | 0.05% | Add +34.8% | 1,372 | $127K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -89.7% | 1,370 | $127K |
| Stelac Advisory Services LLC | 0.05% | Reduce -35.8% | 1,324 | $123K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -31.5% | 1,313 | $122K |
| Future Financial Wealth Managment LLC | 0.08% | Reduce -91.1% | 1,319 | $122K |
| Lanark Financial, Inc. | 0.01% | Add +29.4% | 1,316 | $121K |
| Operose Advisors LLC | 0.03% | No change | 1,300 | $120K |
| Semmax Financial Advisors Inc. | 0.03% | Add +25.9% | 1,248 | $117K |
| Smartleaf Asset Management LLC | 0.01% | Add +469.2% | 1,110 | $102K |
| Barrett & Company, Inc. | 0.04% | Add +1.3% | 1,097 | $102K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,066 | $99K |
| PFS Partners, LLC | 0.05% | Reduce -12.9% | 999 | $93K |
| UMB Bank, n.a. | 0.00% | Reduce -29.5% | 973 | $90K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.9% | 953 | $88K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | — | 916 | $83K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 889 | $82K |
| Pacifica Partners Inc. | 0.03% | Add +0.2% | 836 | $77K |
| Binnacle Investments Inc | 0.05% | Reduce -0.3% | 805 | $75K |
| Barnes Dennig Private Wealth Management LLC | 0.09% | New | 785 | $73K |
| Webster Bank, N. A. | 0.01% | Reduce -18.2% | 752 | $70K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1.7% | 702 | $65K |
| Simplex Trading, LLC | 0.00% | New | 692 | $64K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -18.3% | 686 | $64K |
| Wolff Wiese Magana LLC | 0.04% | No change | 664 | $62K |
| Ameriflex Group, Inc. | 0.03% | Reduce -6.9% | 646 | $60K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 625 | $58K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -4.2% | 612 | $57K |
| PrairieView Partners, LLC | 0.01% | Add +12.3% | 584 | $54K |
| Olistico Wealth, LLC | 0.03% | Add +9.7% | 576 | $53K |
| Sava Infond d.o.o. | 0.01% | No change | 550 | $51K |
| Fifth Third Bancorp | 0.00% | Reduce -70.6% | 549 | $51K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 538 | $50K |
| Zions Bancorporation, National Association | 0.00% | No change | 533 | $49K |
| Rossby Financial, LCC | 0.02% | Reduce -41.6% | 521 | $48K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +9306.9% | 2,689,700 | $46K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 500 | $46K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 506 | $45K |
| CX Institutional | 0.00% | Reduce -52.1% | 470 | $44K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 450 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -63.5% | 444 | $41K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 428 | $40K |
| Ironwood Wealth Management, LLC. | 0.01% | No change | 428 | $40K |
| WPG Advisers, LLC | 0.03% | Reduce -5.3% | 426 | $39K |
| NFSG Corp | 0.01% | Add +1.2% | 417 | $39K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.8% | 404 | $37K |
| Twin City Private Wealth, LLC | 0.03% | New | 400 | $37K |
| Hantz Financial Services, Inc. | 0.00% | Add +282.7% | 398 | $37K |
| Capital Investment Counsel, Inc | 0.00% | Add +47.7% | 390 | $36K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -26.5% | 383 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 339 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -1.8% | 336 | $31K |
| West Branch Capital LLC | 0.01% | No change | 335 | $31K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 330 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 328 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 320 | $30K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 311 | $29K |
| City Holding Co. | 0.00% | Add +1.7% | 305 | $28K |
| First United Bank & Trust | 0.01% | Add +4.5% | 281 | $26K |
| Luminist Capital LLC | 0.03% | Reduce -8.5% | 279 | $26K |
| Capital A Wealth Management, LLC | 0.27% | Reduce -51.3% | 272 | $24K |
| Founders Financial Alliance, LLC | 0.01% | Add +11.3% | 257 | $24K |
| Centennial Bank | 0.01% | No change | 255 | $24K |
| Key Financial Inc | 0.00% | Add +1.2% | 252 | $23K |
| First Financial Corp. | 0.01% | Reduce -44.5% | 252 | $23K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 250 | $23K |
| GoalVest Advisory LLC | 0.01% | New | 244 | $23K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.3% | 234 | $22K |
| Ancora Advisors LLC | 0.00% | Reduce -69.8% | 231 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.4% | 222 | $20K |
| Phillips Financial Management, LLC | 0.00% | No change | 209 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 201 | $19K |
| Sound Income Strategies, LLC | 0.00% | Reduce -30.9% | 192 | $18K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -22.4% | 190 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +1.1% | 189 | $18K |
| Aspect Partners, LLC | 0.01% | New | 184 | $17K |
| Brooklyn Investment Group | 0.00% | Add +73.1% | 180 | $17K |
| Kiker Wealth Management, LLC | 0.01% | Reduce -5.3% | 178 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +1.8% | 174 | $16K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 162 | $15K |
| Colonial Trust Co / SC | 0.00% | New | 158 | $15K |
| Anchor Investment Management, LLC | 0.00% | New | 158 | $15K |
| Golden State Wealth Management, LLC | 0.00% | Add +16.9% | 152 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | — | 150 | $14K |
| AlphaCore Capital LLC | 0.00% | New | 150 | $14K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -83.1% | 150 | $14K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 149 | $14K |
| Addison Advisors LLC | 0.00% | New | 146 | $14K |
| Tompkins Financial Corp. | 0.00% | Add +283.8% | 142 | $13K |
| Main Management LLC | 0.00% | No change | 142 | $13K |
| American National Bank & Trust | 0.00% | Reduce -19.9% | 137 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.5% | 134 | $12K |
| NBT Bank, N.A. | 0.00% | Add +3.3% | 126 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -37.0% | 126 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -1.6% | 125 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 123 | $11K |
| Beacon Capital Management, LLC | 0.00% | Reduce -60.1% | 123 | $11K |
| McIlrath & Eck, LLC | 0.00% | Reduce -50.0% | 119 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $11K |
| Compass Financial Services Inc | 0.01% | New | 115 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -6.0% | 110 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 110 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | New | 109 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 108 | $10K |
| Tucker Asset Management LLC | 0.00% | Add +1250.0% | 108 | $10K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -10.7% | 108 | $10K |
| Bangor Savings Bank | 0.00% | Reduce -23.9% | 108 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 101 | $9K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 100 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 99 | $9K |
| GW&K Investment Management, LLC | 0.00% | Reduce -52.8% | 100 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Add +48.4% | 95 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 89 | $8K |
| Asset Dedication, LLC | 0.00% | Add +8400.0% | 85 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -79.2% | 80 | $7K |
| Park Square Financial Group, LLC | 0.01% | Reduce -90.1% | 80 | $7K |
| Park Place Capital Corp | 0.00% | Reduce -53.3% | 78 | $7K |
| Bogart Wealth, LLC | 0.00% | Reduce -11.6% | 76 | $7K |
| Investors Research Corp | 0.00% | No change | 72 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +6200.0% | 63 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 65 | $6K |
| Solstein Capital, LLC | 0.00% | Reduce -62.6% | 64 | $6K |
| Whittier Trust Co. | 0.00% | No change | 60 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 46 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -83.4% | 44 | $4K |
| Covestor Ltd | 0.00% | No change | 48 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 42 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 42 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 40 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 37 | $3K |
| Howe & Rusling Inc. | 0.00% | Reduce -82.5% | 36 | $3K |
| Innovative Advisory Group, LLC | 0.00% | Add +6.1% | 35 | $3K |
| CNB Bank | 0.00% | No change | 34 | $3K |
| Ballast Advisors LLC | 0.00% | New | 33 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 29 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 31 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -42.5% | 27 | $3K |
| Archer Investment Corp | 0.00% | No change | 26 | $2K |
| TD Capital Management LLC | 0.00% | Reduce -93.2% | 25 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 24 | $2K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 24 | $2K |
| SouthState Bank Corp | 0.00% | New | 24 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 23 | $2K |
| Choate Investment Advisors | 0.00% | New | 20 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 19 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Add +280.0% | 19 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 19 | $2K |
| Decker Retirement Planning Inc. | 0.00% | New | 16 | $1K |
| Crews Bank & Trust | 0.00% | New | 11 | $1K |
| Trust Co. of Toledo NA | 0.00% | New | 11 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +9.1% | 12 | $1K |
| Avion Wealth | 0.00% | No change | 20 | $1K |
| CKW Financial Group | 0.00% | No change | 14 | $1K |
| Kings Path Partners LLC | 0.00% | No change | 9 | $834 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $834 |
| SRH Advisors, LLC | 0.00% | No change | 8 | $741 |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 8 | $741 |
| Quaker Wealth Management, LLC | 0.00% | — | 6 | $556 |
| Alerus Financial NA | 0.00% | New | 6 | $556 |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $554 |
| Vision Financial Markets LLC | 0.00% | Add +20.0% | 6 | $474 |
| American Capital Advisory, LLC | 0.00% | No change | 5 | $464 |
| Front Row Advisors LLC | 0.00% | No change | 5 | $463 |
| MTM Investment Management, LLC | 0.00% | New | 5 | $463 |
| PayPay Securities Corp | 0.01% | Reduce -25.0% | 3 | $278 |
| IMG Wealth Management, Inc. | 0.00% | Reduce -96.9% | 3 | $278 |
| Realta Investment Advisors | 0.00% | No change | 3 | $278 |
| Integrity Financial Corp | 0.00% | No change | 3 | $278 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 3 | $277 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 2 | $222 |
| Tidemark, LLC | 0.00% | No change | 2 | $197 |
| Highline Wealth Partners LLC | 0.00% | New | 2 | $185 |
| St Germain D J Co. Inc. | 0.00% | New | 2 | $185 |
| Wagner Wealth Management, LLC | 0.00% | New | 2 | $185 |
| Concord Wealth Partners | 0.00% | Add +100.0% | 2 | $141 |
| Abound Wealth Management | 0.00% | Reduce -99.6% | 1 | $109 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $104 |
| Pandora Wealth, Inc. | 0.00% | No change | 1 | $93 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $93 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 1 | $93 |
| Signaturefd, LLC | 0.00% | No change | 1 | $63 |
| Silicon Valley Capital Partners | 0.00% | New | 1 | $50 |
"% of holder's portfolio" is EMB's weight in each manager's 13F, not the share of iShares JP Morgan Usd Emergi the manager owns.