iShares JP Morgan Usd EmergiEMBETF

13F holders, Q3 2025 (September 30)
890holders +45
101new positions
54sold out
5famous investors
$94.81avg. 13F price*

At the end of Q3 2025, 890 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, up 45 from Q2 2025. 101 opened new positions and 54 sold out. The largest holders were Wells Fargo & Company ($1.8B), JPMorgan Chase & Co. ($1.1B) and Betterment LLC ($639.9M). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares JP Morgan Usd Emergi
CUSIP
464288281
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 808Q1 2024Q2 2024: 811Q2 2024Q3 2024: 833Q3 2024Q4 2024: 866Q4 2024Q1 2025: 881Q1 2025Q2 2025: 845Q2 2025Q3 2025: 890Q3 2025Q4 2025: 965Q4 2025Q1 2026: 847Q1 2026Q2 2026: 838Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions101$761.4M
Exits54$79.4M

All 13F filers, Q2 2025 → Q3 2025: 26,326,339 shares bought and 29,208,621 shares sold, net −2,882,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 890 holders

Wells Fargo & Company 0.36% Add +3.5% 18,668,812 $1.8B
JPMorgan Chase & Co. 0.07% Add +34.1% 11,400,265 $1.1B
Betterment LLC 1.26% Reduce -14.8% 6,721,924 $639.9M
Bank of America Corp. 0.04% Add +39.8% 5,487,431 $522.3M
Envestnet Asset Management Inc. 0.13% Add +5.5% 4,566,294 $434.7M
Morgan Stanley 0.03% Add +29.7% 4,470,370 $425.5M
Adventist Health System Sunbelt Healthcare Corp. 13.31% Add +64.9% 3,215,000 $306.0M
Goldman Sachs Group Inc. 0.04% Add +30.8% 3,158,117 $300.6M
BNP Paribas Financial Markets 0.23% Reduce -2.4% 3,068,156 $292.1M
BlackRock, Inc. 0.00% Reduce -0.1% 2,828,249 $269.2M
Royal Bank of Canada 0.05% Add +0.3% 2,659,770 $253.2M
Japan Science & Technology Agency 4.24% New 2,500,000 $238.0M
LPL Financial LLC 0.07% Add +5.7% 2,467,782 $234.9M
Wealthfront Advisers LLC 0.48% Reduce -4.8% 2,152,276 $204.9M
Bessemer Group Inc. 0.30% Add +0.0% 2,061,819 $196.3M
Assetmark, Inc. 0.33% Add +240.9% 1,638,442 $156.0M
D. E. Shaw & Co. 0.13% Reduce -4.5% 1,617,500 $154.0M
Manufacturers Life Insurance Company, The 0.13% Reduce -39.2% 1,613,314 $153.6M
Caisse de depot et placement du Quebec 0.26% Add +78.4% 1,534,100 $146.0M
Sona Asset Management (us) LLC 17.98% New 1,469,000 $139.8M
Bank of New York Mellon Corp 0.02% Add +3.1% 1,370,578 $130.5M
Tiaa Trust, National Association 0.32% Add +1.2% 1,365,357 $130.0M
Citigroup Inc. 0.09% Add +49.7% 1,330,959 $126.7M
Sumitomo Life Insurance Co. 3.83% New 1,295,634 $123.3M
UBS Group AG 0.02% Reduce -10.3% 1,152,302 $109.7M
Barclays PLC 0.04% Add +459.0% 1,123,328 $106.9M
Ameriprise Financial Inc. 0.02% Add +6.5% 1,004,703 $95.6M
Man Group plc 0.17% Add +11.4% 914,679 $87.1M
1832 Asset Management L.P. 0.13% Reduce -3.7% 805,052 $76.6M
FMR LLC 0.00% Add +29.3% 790,080 $75.2M
SigFig Wealth Management, LLC 2.31% Add +5.8% 783,001 $74.7M
Neuberger Berman Group LLC 0.05% Add +2.3% 780,287 $74.3M
Cetera Investment Advisers 0.08% Add +27.6% 745,943 $71.0M
Steward Partners Investment Advisory, LLC 0.41% Add +971.5% 745,116 $70.9M
Allianz Asset Management GmbH 0.08% Reduce -9.2% 672,167 $64.0M
Allspring Global Investments Holdings, LLC 0.10% Reduce -1.2% 648,860 $61.7M
Deutsche Bank AG 0.02% Add +1.9% 616,998 $58.7M
SG Americas Securities, LLC 0.22% Reduce -7.8% 616,430 $58.7M
PNC Financial Services Group, Inc. 0.03% Reduce -3.3% 594,544 $56.6M
National Bank of Canada 0.06% Add +3467.6% 590,429 $56.2M
State of Wisconsin Investment Board 0.13% No change 580,000 $55.2M
Cwm, LLC 0.16% Add +0.3% 546,104 $52.0M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +240.2% 528,210 $50.3M
Meeder Asset Management Inc. 2.70% No change 496,958 $47.3M
Price Capital Management, Inc. 54.48% New 487,260 $46.4M
Nomura Asset Management Co. Ltd. 0.12% Add +27.7% 462,650 $44.0M
CI Investments Inc. 0.16% Add +82.0% 458,273 $43.6M
Pictet Asset Management Holding SA 0.04% Add +214.9% 413,500 $39.4M
Envestnet Portfolio Solutions, Inc. 0.14% Reduce -0.0% 409,274 $39.0M
Osaic Holdings, Inc. 0.05% Add +18.5% 405,020 $38.5M
Savant Capital, LLC 0.23% Reduce -2.8% 390,953 $37.2M
Moore Capital Management, LP 0.72% New 374,000 $35.6M
Prudential Financial Inc. 0.04% Reduce -23.3% 371,243 $35.3M
Federation des caisses Desjardins du Quebec 0.14% Add +115.3% 364,881 $34.7M
HSBC Holdings PLC 0.02% Reduce -90.3% 360,861 $34.4M
Bank Julius Baer & Co. Ltd, Zurich 0.09% Add +5.5% 350,196 $33.3M
Pacific Life Fund Advisors LLC 3.34% Add +2.4% 341,593 $32.5M
FUKOKU MUTUAL LIFE INSURANCE Co 2.00% No change 340,000 $32.4M
Janus Henderson Group PLC 0.01% Add +6.5% 329,586 $31.4M
Raymond James Financial Inc. 0.01% Add +7.7% 326,153 $31.0M
OneDigital Investment Advisors LLC 0.31% Reduce -7.7% 312,520 $29.7M
MML Investors Services, LLC 0.07% Add +1.5% 282,673 $26.9M
Retirement Investment Advisors, Inc. 2.24% Add +3.4% 282,595 $26.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Add +3963.7% 275,479 $26.2M
Susquehanna International Group, LLP 0.04% New 274,088 $26.1M
Park Avenue Securities LLC 0.20% Add +1.8% 271,273 $25.8M
Sei Investments Co. 0.03% Reduce -3.6% 268,496 $25.6M
Tidal Investments LLC 0.11% Add +5.8% 265,774 $25.2M
Millennium Management 0.02% Reduce -24.6% 256,324 $24.4M
Washington Trust Bank 1.76% Reduce -0.3% 251,608 $24.0M
SageView Advisory Group, LLC 0.82% Add +1.4% 250,459 $23.8M
BLB&B Advisors, LLC 1.02% Add +21.8% 249,320 $23.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Reduce -23.8% 248,382 $23.6M
Ocean Park Asset Management, LLC 0.97% Add +1759.7% 248,300 $23.6M
Equitable Holdings, Inc. 0.17% Add +8.4% 244,533 $23.3M
Janney Montgomery Scott LLC 0.05% Reduce -11.7% 242,710 $23.1M
Stairway Partners, LLC 1.22% Add +4.3% 240,731 $22.9M
Readystate Asset Management LP 2.21% Add +123.1% 238,830 $22.7M
Checchi Capital Advisers, LLC 1.54% Add +1.5% 234,941 $22.4M
Victory Capital Management Inc. 0.01% Reduce -47.6% 234,802 $22.4M
Jones Financial Companies LLLP 0.01% Reduce -97.1% 227,723 $21.7M
Stifel Financial Corp. 0.02% Add +33.9% 221,467 $21.1M
NewEdge Advisors, LLC 0.09% Add +5.9% 215,445 $20.5M
Nationwide Fund Advisors 1.11% Reduce -3.1% 211,382 $20.1M
Horizon Investments, LLC 0.26% Reduce -33.1% 212,368 $20.0M
Baker Avenue Asset Management, LP 0.48% Reduce -3.9% 209,982 $20.0M
Bank of Nova Scotia 0.04% New 209,500 $19.9M
HighTower Advisors, LLC 0.02% Reduce -40.5% 208,547 $19.9M
Pure Financial Advisors, LLC 0.31% Add +6.1% 206,921 $19.7M
Towercrest Capital Management 3.09% Add +6.6% 202,519 $19.3M
Apella Capital, LLC 0.42% Add +30.7% 199,216 $19.1M
Varma Mutual Pension Insurance Co 0.12% No change 200,000 $19.0M
Asset Management One Co., Ltd. 0.05% Reduce -9.3% 197,704 $18.8M
Pharo Management, Inc. 100.00% Add +10.5% 196,700 $18.7M
First Command Advisory Services, Inc. 0.14% Add +51.0% 195,658 $18.6M
Invst, LLC 2.05% Add +914.1% 189,691 $18.1M
Invesco Ltd. 0.00% Reduce -2.7% 180,000 $17.1M
Cannon Financial Strategists, Inc. 2.43% Add +4.5% 178,279 $17.0M
NorthCoast Asset Management LLC 0.07% Add +64.4% 178,237 $17.0M
United Capital Financial Advisors, LLC 0.12% Reduce -3.1% 169,920 $16.2M
iA Global Asset Management Inc. 0.22% Add +43.9% 169,603 $16.1M
Dynasty Wealth Management, LLC 0.21% Add +10.5% 167,758 $16.0M
Jane Street Group, LLC 0.02% Reduce -69.8% 160,173 $15.2M
First Trust Bank, Ltd. 34.40% New 158,000 $15.0M
Idaho Trust Co 5.06% Add +40.0% 157,861 $15.0M
Capitolis Liquid Global Markets LLC 0.12% Add +6.1% 157,400 $15.0M
Sagespring Wealth Partners, LLC 0.29% Reduce -5.5% 154,885 $14.7M
Forefront Wealth Partners, LLC 3.67% New 153,148 $14.6M
Financial Advisors Network, Inc. 2.06% Add +0.6% 152,690 $14.5M
Truist Financial Corp. 0.02% Add +3.9% 151,935 $14.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -36.6% 148,300 $14.1M
Qube Research & Technologies Ltd 0.02% Add +18.9% 146,894 $14.0M
Country Trust Bank 0.29% Reduce -55.7% 139,857 $13.3M
Alliancebernstein L.P. 0.00% No change 139,167 $13.2M
Sanctuary Advisors, LLC 0.08% Reduce -0.1% 138,501 $13.2M
Commonwealth Equity Services, LLC 0.02% Reduce -3.2% 135,414 $12.9M
Mariner, LLC 0.02% Reduce -4.8% 134,644 $12.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.74% Add +12.5% 134,700 $12.8M
Privium Fund Management (UK) Ltd 7.96% New 133,490 $12.7M
1 North Wealth Services LLC 5.17% Add +0.5% 132,611 $12.6M
Howard Capital Management, LLC 0.17% No change 131,146 $12.5M
Citizens & Northern Corp. 3.08% Add +0.5% 130,662 $12.4M
Capital Insight Partners, LLC 2.04% Reduce -2.3% 129,435 $12.3M
Cambridge Investment Research Advisors, Inc. 0.03% Add +34.1% 128,903 $12.3M
Mercer Global Advisors Inc. 0.02% Add +231.0% 128,841 $12.3M
Strategic Investment Advisors / MI 1.10% Add +17808.8% 661,551 $12.2M
Spire Wealth Management 0.41% Reduce -2.0% 125,201 $11.9M
Alliance Wealth Management Group 2.61% Add +10.4% 123,094 $11.7M
Cerity Partners LLC 0.02% Add +44.1% 118,805 $11.3M
Vontobel Holding Ltd. 0.03% Add +2.9% 115,695 $11.0M
&partners 0.07% Add +10.7% 117,451 $11.0M
Estate Counselors, LLC 0.94% New 115,005 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +15.1% 114,323 $10.9M
J.Safra Asset Management Corp 0.64% Add +8.1% 111,295 $10.6M
CreativeOne Wealth, LLC 0.26% Add +8.7% 110,646 $10.5M
Dai-ichi Life Holdings, Inc. 10.02% Add +366.3% 108,874 $10.4M
Integrated Advisors Network LLC 0.43% Add +35.4% 108,681 $10.3M
WESPAC Advisors SoCal, LLC 2.10% Add +3.3% 108,423 $10.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +9.3% 107,471 $10.2M
Ascent Group, LLC 0.36% Add +14.2% 106,768 $10.2M
Occidental Asset Management, LLC 1.27% Reduce -2.5% 106,546 $10.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -38.4% 105,156 $10.0M
Commerce Bank 0.06% Reduce -0.1% 104,733 $10.0M
Atria Investments, Inc 0.11% Reduce -11.7% 97,379 $9.3M
Foster & Motley Inc. 0.49% Add +19.0% 95,306 $9.1M
Probity Advisors, Inc. 1.46% Add +3.5% 94,680 $9.0M
Ashton Thomas Private Wealth, LLC 0.23% Add +31.3% 94,289 $9.0M
Full Sail Capital, LLC 0.49% Reduce -12.9% 93,226 $8.9M
Mackenzie Financial Corp. 0.01% Reduce -5.7% 93,170 $8.9M
Stevens Capital Management LP 1.16% Add +167.3% 91,754 $8.7M
Omega Financial Group, LLC 2.89% Add +0.2% 90,261 $8.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.4% 89,190 $8.5M
Syon Capital LLC 0.45% Add +6.1% 88,481 $8.4M
Advocacy Wealth Management, LLC 0.36% Add +6.0% 88,254 $8.4M
Berger Financial Group, Inc 0.50% Add +1.2% 87,095 $8.3M
Citadel Advisors 0.01% Reduce -17.8% 82,905 $7.9M
Baird Financial Group, Inc. 0.01% Add +43.5% 81,677 $7.8M
GeoWealth Management, LLC 0.28% Add +1605.0% 81,365 $7.7M
Rinkey Investments 2.05% Reduce -2.2% 81,033 $7.7M
Busey Bank 0.21% Reduce -4.7% 80,173 $7.6M
Peak Financial Advisors LLC 3.65% Add +0.3% 79,896 $7.6M
Rockefeller Capital Management L.P. 0.01% Add +16.7% 79,323 $7.6M
DRW Securities, LLC 0.39% Add +156.1% 79,244 $7.5M
Vestmark Advisory Solutions, Inc. 0.14% Reduce -48.3% 78,466 $7.5M
Vise Technologies, Inc. 0.28% Add +7.1% 78,062 $7.4M
Outlook Wealth Advisors, LLC 1.80% Add +1029.9% 75,918 $7.2M
Ellevest, Inc. 1.03% Add +4.3% 75,679 $7.2M
Integrated Wealth Concepts LLC 0.06% Add +9.2% 74,396 $7.1M
Jmac Enterprises LLC 1.38% Add +4.6% 73,378 $7.0M
JB Capital LLC 0.29% Add +4.3% 70,199 $6.7M
Factor Wealth Management LTD 1.66% Add +3.8% 69,588 $6.6M
Rovin Capital /Ut/ 1.80% Add +94.5% 68,308 $6.5M
Parr McKnight Wealth Management Group, LLC 0.85% Reduce -8.1% 68,181 $6.5M
Scotia Capital Inc. 0.03% Add +12.7% 67,488 $6.4M
Norris Financial Group, LLC 2.33% New 66,982 $6.4M
Russell Investments Group, Ltd. 0.01% Add +34.2% 65,672 $6.3M
Sharkey, Howes & Javer 0.79% Add +14.8% 64,339 $6.1M
US Bancorp \de 0.01% Reduce -0.7% 62,279 $5.9M
Edgestream Partners, L.P. 0.17% Add +19.9% 62,274 $5.9M
Fairview Capital Investment Management, LLC 0.30% Reduce -1.3% 61,515 $5.9M
CFS Investment Advisory Services, LLC 0.43% Add +3.2% 60,113 $5.8M
AE Wealth Management LLC 0.04% Add +13.5% 60,530 $5.8M
Trek Financial, LLC 0.34% Reduce -66.3% 59,781 $5.7M
Financial Alternatives, Inc 3.30% Reduce -0.7% 57,208 $5.4M
Horst & Graben Wealth Management LLC 0.82% Add +1.9% 56,603 $5.4M
Alternative Investment Advisors, LLC. 2.44% Add +5.1% 56,443 $5.4M
Monument Capital Management 1.33% Reduce -0.6% 55,812 $5.3M
TD Asset Management Inc 0.00% Reduce -53.4% 55,500 $5.3M
SteelPeak Wealth, LLC 0.17% Add +0.9% 54,569 $5.2M
Guggenheim Capital LLC 0.04% Reduce -3.9% 54,160 $5.2M
Genus Capital Management Inc. 0.60% New 53,930 $5.1M
Comerica Bank 0.02% Add +4.8% 53,145 $5.1M
Sierra Ocean, LLC 4.22% Add +5.7% 52,789 $5.0M
Verdence Capital Advisors LLC 0.29% Add +30.4% 51,783 $5.0M
Nuveen, LLC 0.00% New 52,264 $5.0M
Van Hulzen Asset Management, LLC 0.36% Add +20.6% 50,616 $4.8M
LMR Partners LLP 0.09% New 50,000 $4.8M
Citizens Financial Group Inc. 0.07% Reduce -9.3% 49,874 $4.7M
Trivium Point Advisory, LLC 0.48% Add +10.6% 49,757 $4.7M
BlueSky Wealth Advisors, LLC 0.64% Reduce -3.0% 49,649 $4.7M
Heritage Family Offices, LLP 2.16% Reduce -7.8% 48,655 $4.6M
Summit Financial, LLC 0.07% Add +2.6% 48,247 $4.6M
Lake Street Private Wealth, LLC 0.58% Add +3.5% 47,039 $4.5M
Thrivent Financial for Lutherans 0.01% Add +1914.6% 43,919 $4.2M
Parallel Advisors, LLC 0.08% Add +0.9% 43,894 $4.2M
Kelly Financial Services LLC 1.07% Add +4.8% 43,263 $4.1M
Founders Financial Securities LLC 0.28% Reduce -35.4% 43,017 $4.1M
Union Bancaire Privee, UBP SA 0.06% No change 42,900 $4.1M
Hancock Whitney Corp. 0.07% Add +14.9% 42,611 $4.1M
Shepherd Financial Partners LLC 0.38% Add +2.8% 42,246 $4.0M
Wharton Business Group, LLC 0.18% Add +469.9% 42,170 $4.0M
Merit Financial Group, LLC 0.04% Reduce -4.5% 41,724 $4.0M
Insight Wealth Partners, LLC 1.75% Add +12.4% 41,671 $4.0M
Focus Partners Wealth 0.01% Add +10.6% 41,424 $3.9M
Paragon Advisors, LLC 1.02% Add +22.9% 41,425 $3.9M
Private Advisor Group, LLC 0.02% Add +6.8% 40,355 $3.8M
Kestra Advisory Services, LLC 0.02% Reduce -14.3% 40,282 $3.8M
Modera Wealth Management, LLC 0.04% Add +2.2% 40,103 $3.8M
IFP Advisors, Inc 0.10% Add +9.0% 40,043 $3.8M
GenTrust, LLC 0.17% Add +3.9% 39,640 $3.8M
CENTRAL TRUST Co 0.08% Add +7.4% 39,561 $3.8M
Crabel Capital Management, LLC 3.33% Reduce -59.4% 39,056 $3.7M
Regions Financial Corp. 0.02% Add +3.3% 39,035 $3.7M
High Falls Advisors, Inc 0.75% Add +1.1% 38,275 $3.6M
Private Wealth Advisors, LLC 1.37% Reduce -3.2% 38,251 $3.6M
Inscription Capital, LLC 0.39% Reduce -2.7% 38,158 $3.6M
Integrity Alliance, Llc. 0.17% Add +9.5% 37,804 $3.6M
LifePlan Investment Advisors, Inc. 1.50% Add +5.6% 37,564 $3.6M
Hilltop Holdings Inc. 0.19% Add +25.7% 37,438 $3.6M
Nwam LLC 0.19% Add +1.9% 36,606 $3.5M
Clear Creek Financial Management, LLC 0.30% Add +30.1% 36,035 $3.4M
Sykon Capital LLC 1.14% New 35,791 $3.4M
Strategic Blueprint, LLC 0.15% Add +3.8% 35,015 $3.3M
Stokes Family Office, LLC 0.31% Add +0.5% 34,433 $3.3M
Colton Groome Financial Advisors, LLC 1.01% Add +3.9% 34,427 $3.3M
CoreCap Advisors, LLC 0.12% Add +49.3% 33,550 $3.2M
Impact Partnership Wealth, LLC 0.47% Reduce -30.5% 33,093 $3.2M
Logan Stone Capital, LLC 1.43% Add +231.2% 33,010 $3.1M
Mgo One Seven LLC 0.07% Add +648.1% 32,967 $3.1M
Austin Private Wealth, LLC 0.24% Reduce -6.4% 32,913 $3.1M
Keybank National Association 0.01% Reduce -1.4% 32,678 $3.1M
Liberty Wealth Management LLC 0.44% Add +4.9% 32,616 $3.1M
Parallax Volatility Advisers, L.P. 0.10% New 32,550 $3.1M
Blackhawk Capital Partners, LLC 1.20% Add +14.9% 32,358 $3.1M
Savvy Advisors, Inc. 0.14% Add +39.1% 32,154 $3.1M
Pathstone Holdings, LLC 0.01% New 31,867 $3.0M
Stone House Investment Management, LLC 0.51% Add +14.4% 31,822 $3.0M
Plan Group Financial, LLC 0.80% Reduce -32.6% 31,206 $3.0M
Beacon Financial Group 0.29% Add +20.2% 31,032 $3.0M
Orion Porfolio Solutions, LLC 0.02% Add +4.1% 30,756 $2.9M
Great Diamond Partners, LLC 0.57% Add +5.2% 30,658 $2.9M
Jefferies Financial Group Inc. 0.03% New 30,179 $2.9M
Transamerica Financial Advisors, LLC 0.24% Add +7303.2% 29,909 $2.8M
Eq LLC 0.96% Add +78.9% 29,833 $2.8M
Insight Wealth Strategies, LLC 0.33% Reduce -7.5% 29,750 $2.8M
Tudor Investment Corporation 0.02% New 29,734 $2.8M
Verus Wealth Management, LLC 2.63% Add +2.2% 29,567 $2.8M
Two Sigma Securities, LLC 0.41% Add +98.8% 29,556 $2.8M
JT Stratford LLC 0.38% Reduce -27.9% 29,390 $2.8M
TSA Wealth Managment LLC 0.94% Add +2.2% 29,005 $2.8M
HRT Financial LP 0.01% New 29,005 $2.8M
Mount Lucas Management LP 1.24% Add +2.0% 28,975 $2.8M
Cardinal Strategic Wealth Guidance 0.74% Add +4.3% 28,849 $2.7M
Beta Wealth Group, Inc. 1.06% New 28,247 $2.7M
NorthRock Partners, LLC 0.05% New 28,108 $2.7M
OneAscent Family Office, LLC 2.14% Add +1.3% 27,624 $2.6M
Farrell Financial LLC 1.64% Add +8.2% 27,496 $2.6M
Nations Financial Group Inc, /Ia/ 0.16% Reduce -2.0% 27,306 $2.6M
Ally Invest Advisors Inc. 0.19% Add +8.6% 27,255 $2.6M
Beacon Pointe Advisors, LLC 0.02% New 26,974 $2.6M
Ashton Thomas Securities, LLC 0.36% New 26,875 $2.6M
Capula Management Ltd 0.02% Reduce -75.3% 26,829 $2.6M
Central Bank & Trust Co. 0.39% No change 26,235 $2.5M
One Wealth Advisors, LLC 0.31% Add +8.1% 25,740 $2.5M
Principal Financial Group Inc. 0.00% Reduce -45.7% 25,695 $2.4M
Blueprint Financial Advisors LLC 0.52% Add +1.5% 25,461 $2.4M
Blueprint Investment Partners LLC 0.34% Add +1.4% 25,422 $2.4M
Farther Finance Advisors, LLC 0.04% Add +25.7% 25,368 $2.4M
Q3 Asset Management 0.82% New 25,225 $2.4M
Sharper & Granite LLC 0.86% Reduce -8.5% 25,099 $2.4M
MIdWestOne Financial Group, Inc. 0.29% Add +1.1% 25,033 $2.4M
Regal Investment Advisors LLC 0.15% Add +10.4% 24,948 $2.4M
Gladwyn Financial Advisors, Inc. 1.70% Add +5.2% 24,894 $2.4M
Wrapmanager Inc. 0.73% Reduce -36.8% 24,817 $2.4M
Brookstone Capital Management 0.03% Add +9.9% 23,942 $2.3M
Icon Wealth Advisors, LLC 0.15% Reduce -2.6% 23,919 $2.3M
ONE Advisory Partners, LLC 0.70% Add +8.5% 23,845 $2.3M
Keel Point, LLC 0.14% Add +37.0% 23,685 $2.3M
Guidance Capital, Inc. 0.59% Add +1.1% 23,396 $2.3M
Randall & Associates Wealth Management 1.63% Add +7.1% 23,561 $2.2M
FFG Retirement Advisors LLC 1.38% Reduce -8.8% 23,312 $2.2M
Garden State Investment Advisory Services LLC 0.56% Add +2.9% 23,222 $2.2M
Martel Wealth Advisors LLC 0.38% Reduce -0.4% 22,876 $2.2M
Evergreen Capital Management LLC 0.05% No change 22,819 $2.2M
Northern Trust Corp. 0.00% Add +95.5% 22,760 $2.2M
Private Advisory Group LLC 0.19% Add +79.3% 22,422 $2.1M
Simplicity Wealth,LLC 0.12% Reduce -34.6% 22,355 $2.1M
Rwa Wealth Partners, LLC 0.02% Reduce -66.7% 22,066 $2.1M
EFG Asset Management (Americas) Corp. 0.36% Reduce -0.2% 22,003 $2.1M
Sincerus Advisory, LLC 1.78% Add +17.5% 21,790 $2.1M
Moors & Cabot, Inc. 0.09% Add +10.0% 21,013 $2.0M
Kestra Private Wealth Services, LLC 0.03% Add +3.2% 20,880 $2.0M
LexAurum Advisors, LLC 0.28% Add +6.2% 20,735 $2.0M
Pettinga Financial Advisors LLC 0.38% Add +34.3% 20,664 $2.0M
Braun-Bostich & Associates Inc. 1.19% Add +1.7% 19,889 $1.9M
Blue Trust, Inc. 0.02% Reduce -18.9% 19,634 $1.9M
Ssa Swiss Advisors AG 0.87% Reduce -4.5% 19,623 $1.9M
Crossmark Global Holdings, Inc. 0.03% Add +0.2% 19,581 $1.9M
Stephenson & Company, Inc. 1.06% Add +3.4% 19,374 $1.8M
Trajan Wealth LLC 0.08% Reduce -5.7% 18,964 $1.8M
McNaughton Wealth Management, LLC 0.76% Add +1.4% 18,815 $1.8M
Advus Financial Partners, LLC 0.43% Add +12.9% 18,811 $1.8M
Croban 1.18% Add +32.7% 18,528 $1.8M
Marex Group Ltd 0.02% New 18,453 $1.8M
Ariadne Wealth Management, LP 0.79% No change 18,256 $1.8M
Rik Saylor Financial, Inc. 1.27% Reduce -3.0% 18,234 $1.7M
Prudent Investors Network, Inc. 0.42% Reduce -4.5% 17,809 $1.7M
Principia Wealth Advisory, LLC 1.21% Add +405.2% 17,804 $1.7M
J.W. Cole Advisors, Inc. 0.03% Add +422.4% 17,497 $1.7M
Shared Vision Wealth Group LLC 0.70% Add +7.0% 17,264 $1.7M
Peapack Gladstone Financial Corp. 0.02% Reduce -18.4% 17,339 $1.6M
Natixis 0.01% Add +6.8% 17,318 $1.6M
Bay Harbor Wealth Management, LLC 0.44% Add +1.5% 17,171 $1.6M
Squarepoint Ops LLC 0.00% New 17,145 $1.6M
Shore Point Advisors, LLC 0.72% Add +0.6% 17,062 $1.6M
World Investment Advisors 0.03% Add +22.3% 16,996 $1.6M
SWP Financial LLC 0.82% Add +1.2% 16,858 $1.6M
Advisory Services Network, LLC 0.02% Add +5.2% 16,685 $1.6M
Goldstone Financial Group, LLC 0.19% Add +20.9% 16,532 $1.6M
Unison Advisors LLC 0.14% Reduce -2.3% 16,521 $1.6M
Captrust Financial Advisors 0.00% Add +2.5% 16,451 $1.6M
Independent Financial Group, LLC 0.04% Add +5.4% 16,294 $1.6M
Endeavor Private Wealth, Inc. 0.47% Add +32.2% 16,094 $1.5M
Cornerstone Wealth Group, LLC 0.10% Add +0.5% 16,064 $1.5M
PAX Financial Group, LLC 0.27% Add +13.0% 15,944 $1.5M
Evolution Wealth Advisors, LLC 0.20% Reduce -5.1% 15,886 $1.5M
Sowell Financial Services LLC 0.06% Add +8.6% 15,773 $1.5M
Prosperity Consulting Group, LLC 0.07% Add +2.0% 15,637 $1.5M
Concurrent Investment Advisors, LLC 0.03% Add +22.2% 15,520 $1.5M
Vicus Capital 0.11% Reduce -8.4% 15,473 $1.5M
Gateway Wealth Partners, LLC 0.20% Add +12.1% 15,431 $1.5M
Hexagon Capital Partners LLC 0.29% Add +8.8% 15,289 $1.5M
Avalon Capital Management 0.36% No change 15,268 $1.5M
Nilsine Partners, LLC 0.13% Reduce -5.2% 15,169 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +5.7% 15,116 $1.4M
Freestone Capital Holdings, LLC 0.04% New 14,974 $1.4M
WealthShield Partners, LLC 0.16% Add +4.9% 14,925 $1.4M
Barden Capital Management, Inc. 1.18% Reduce -2.1% 14,918 $1.4M
Rosenberg Matthew Hamilton 0.31% Add +67.8% 14,866 $1.4M
Keystone Wealth Services, LLC 0.31% Add +106.5% 14,697 $1.4M
Custos Family Office, LLC 0.79% Reduce -80.1% 14,595 $1.4M
RFG Advisory, LLC 0.03% Add +7.1% 14,485 $1.4M
Csenge Advisory Group 0.07% Reduce -19.5% 14,478 $1.4M
Cypress Wealth Services, LLC 0.23% Add +1.6% 14,473 $1.4M
Apeiron RIA LLC 0.31% Add +9.8% 14,448 $1.4M
State Farm Mutual Automobile Insurance Co. 0.00% Add +173.0% 14,437 $1.4M
Aletheian Wealth Advisors LLC 0.64% Add +6.5% 14,432 $1.4M
True Vision MN LLC 0.71% Add +2.3% 14,360 $1.4M
Matisse Capital 0.61% Add +0.4% 14,353 $1.4M
Venturi Wealth Management, LLC 0.06% Reduce -98.0% 14,286 $1.4M
Keystone Financial Services 0.42% Add +3.5% 14,269 $1.4M
First American Trust, FSB 0.10% New 14,232 $1.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -28.3% 14,181 $1.3M
Principal Securities, Inc. 0.02% Add +32.6% 13,778 $1.3M
Creative Planning 0.00% Add +16.3% 13,735 $1.3M
OxenFree Capital LLC 0.72% Add +8.6% 13,713 $1.3M
Steadtrust LLC 0.88% Reduce -4.2% 13,621 $1.3M
Patriot Investment Management Group, Inc. 0.08% Reduce -1.3% 13,610 $1.3M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -39.7% 13,608 $1.3M
IMC-Chicago, LLC 0.02% New 13,601 $1.3M
Columbus Macro, LLC 0.15% Reduce -1.6% 13,517 $1.3M
AlTi Global, Inc. 0.03% Reduce -2.3% 13,502 $1.3M
Modern Wealth Management, LLC 0.03% Reduce -54.2% 13,451 $1.3M
Chesapeake Capital Corp. 1.14% — 13,381 $1.3M
Spectrum Planning & Advisory Services Inc. 0.70% Add +8.0% 13,073 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Add +10.6% 13,049 $1.2M
Gries Financial LLC 0.20% Add +1.9% 13,017 $1.2M
Quadrant Private Wealth Management, LLC 0.22% Add +2.7% 12,892 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -20.8% 12,870 $1.2M
BKM Wealth Management, LLC 0.45% Add +4.2% 12,821 $1.2M
Defined Wealth Management, LLC 0.71% Reduce -0.1% 12,809 $1.2M
American Financial Advisors, LLC 0.16% Reduce -17.9% 12,678 $1.2M
Kingswood Wealth Advisors, LLC 0.07% Reduce -5.9% 12,592 $1.2M
Legacy Financial Group LLC 0.16% Add +2.8% 12,584 $1.2M
Centurion Wealth Management LLC 0.27% Add +5.2% 12,551 $1.2M
SBI Securities Co., Ltd. 0.03% Add +1.1% 12,549 $1.2M
Kensington Asset Management, LLC 0.07% Add +17.4% 12,542 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -0.2% 12,291 $1.2M
Signal Advisors Wealth, LLC 0.11% Add +53.2% 12,283 $1.2M
North Forty Two & Co. 1.14% Reduce -3.9% 12,213 $1.2M
Choreo, LLC 0.02% Reduce -4.5% 12,158 $1.2M
Global Retirement Partners, LLC 0.03% Add +15.4% 12,055 $1.1M
Wealth Alliance, LLC 0.12% Add +11.0% 11,917 $1.1M
Tsfg, LLC 0.18% Add +1.2% 11,857 $1.1M
Titan Global Capital Management USA LLC 0.16% Add +10.8% 11,724 $1.1M
LFA - Lugano Financial Advisors SA 0.59% Add +0.3% 11,768 $1.1M
VestGen Investment Management 0.66% New 11,499 $1.1M
Mather Group, Llc. 0.01% Reduce -0.6% 11,464 $1.1M
Klaas Financial Asset Advisors, LLC 0.16% Reduce -1.5% 11,424 $1.1M
5T Wealth, LLC 0.47% Add +17.4% 11,419 $1.1M
Elevation Point Wealth Partners, LLC 0.08% Add +51.6% 11,323 $1.1M
Alliance Wealth Advisors, LLC 0.25% New 11,020 $1.0M
United Advisor Group, LLC 0.14% Add +4.7% 10,996 $1.0M
Prudential PLC 0.01% Reduce -54.0% 10,750 $1.0M
Capital Analysts, LLC 0.03% Add +8.0% 10,712 $1.0M
ORG Partners LLC 0.19% Add +6.0% 10,635 $1.0M
Arrow Investment Advisors, LLC 1.11% New 10,553 $1.0M
Plan A Wealth LLC 0.51% Reduce -32.0% 10,544 $1.0M
AdvisorNet Financial, Inc 0.06% Reduce -4.7% 10,524 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -1.6% 10,453 $995K
Mayflower Financial Advisors, LLC 0.12% Add +9.2% 10,392 $989K
WCG Wealth Advisors LLC 0.06% Reduce -0.1% 10,360 $986K
Cyndeo Wealth Partners, LLC 0.05% Add +6.4% 10,285 $979K
Journey Strategic Wealth LLC 0.03% Add +4.8% 10,188 $970K
Mutual Advisors, LLC 0.02% Add +6.6% 10,060 $966K
Synergy Asset Management, LLC 0.03% Add +211.8% 10,244 $958K
Gridiron Partners, LLC 0.54% Add +56.4% 15,614 $950K
10Elms LLP 0.97% Add +10.7% 9,870 $940K
Manning & Napier Advisors LLC 0.01% Reduce -2.2% 9,678 $923K
West Wealth Group, LLC 0.21% Add +7.1% 9,598 $917K
Moneta Group Investment Advisors LLC 0.01% New 9,615 $915K
Security Financial Services, INC. 0.15% Add +2.9% 9,604 $914K
Verus Capital Partners, LLC 0.07% Add +2.8% 9,584 $912K
Apollon Wealth Management, LLC 0.02% Add +12.1% 9,458 $900K
Waverly Advisors, LLC 0.01% Add +11.8% 9,456 $900K
Cape Cod Five Cents Savings Bank 0.08% No change 9,610 $899K
Unique Wealth, LLC 0.13% Add +8.2% 9,445 $899K
Diversify Advisory Services, LLC 0.03% Add +21.2% 9,330 $895K
Venture Visionary Partners LLC 0.03% Add +4.4% 9,404 $895K
Advisors Asset Management, Inc. 0.01% Add +3.5% 9,289 $884K
Intellectus Partners, LLC 0.17% Reduce -12.0% 9,275 $883K
Continuum Advisory, LLC 0.09% Reduce -16.8% 9,273 $883K
First Trust Advisors LP 0.00% Add +2.2% 9,170 $873K
Exencial Wealth Advisors, LLC 0.03% Add +6.5% 9,151 $871K
Bank of Montreal 0.00% Add +139.8% 9,103 $867K
Hoxton Planning & Management, LLC 0.28% Add +10.1% 9,070 $863K
Headlands Technologies LLC 0.07% New 9,016 $858K
Postrock Partners LLC 0.38% No change 9,000 $857K
Nvwm, LLC 0.19% Add +44.7% 8,941 $851K
Murphy, Middleton, Hinkle & Parker, Inc. 0.42% Reduce -5.2% 8,935 $851K
Ascentis Independent Advisors 0.14% Reduce -52.0% 8,930 $850K
MMBG Investment Advisors Co. 0.08% No change 8,923 $849K
Riggs Asset Managment Co. Inc. 0.18% New 8,873 $845K
Atlatl Advisers LLC 0.33% Add +2.0% 8,848 $842K
Lido Advisors, LLC 0.00% Add +89.1% 8,841 $842K
Alesco Advisors, LLC, An ESL Co 0.02% Add +6.3% 8,830 $841K
Sovran Advisors, LLC 0.07% Add +1.5% 8,710 $840K
Theory Financial LLC 0.30% Add +4.9% 8,734 $840K
FDx Advisors, Inc. 0.25% Reduce -4.7% 8,653 $836K
RiverFront Investment Group, LLC 0.01% Reduce -29.3% 8,728 $831K
TD Private Client Wealth LLC 0.02% Add +36.9% 8,667 $825K
Alterna Wealth Management, Inc. 0.67% Add +20.8% 8,530 $812K
City State Bank 0.23% Reduce -3.4% 8,495 $809K
New England Private Wealth Advisors LLC 0.11% No change 8,435 $803K
TFB Advisors LLC 0.23% New 8,380 $798K
Maridea Wealth Management LLC 0.12% New 8,257 $794K
Frederick Financial Consultants, LLC 0.44% Add +3.2% 8,332 $793K
Trustmark Bank Trust Department 0.05% Add +10.6% 8,326 $793K
Richardson Financial Services Inc. 0.49% Add +0.5% 8,300 $790K
Yoffe Investment Management, LLC 1.02% Add +0.2% 8,245 $785K
Cornerstone Planning Group LLC 0.13% Add +518.9% 8,126 $784K
Copperleaf Capital, LLC 0.37% Add +5.2% 8,194 $780K
ShoreHaven Wealth Partners, LLC 0.29% Add +1.3% 8,155 $776K
J2 Capital Management Inc 0.58% New 8,155 $776K
Rothschild Wealth LLC 0.17% Add +2.1% 8,142 $775K
Motiv8 Investments LLC 0.41% Add +23.9% 8,119 $773K
Redhawk Wealth Advisors, Inc. 0.09% Reduce -3.6% 8,019 $763K
Crewe Advisors LLC 0.07% Add +4.6% 7,998 $761K
Islay Capital Management, LLC 0.44% Reduce -26.8% 7,963 $758K
Certus Wealth Management, LLC 0.44% Add +9.5% 7,764 $739K
Johnson Financial Group, Inc. 0.03% Add +21.6% 7,763 $739K
Carter Financial Group, INC. 0.44% Add +0.7% 7,724 $735K
Signet Financial Management, LLC 0.09% Add +2.8% 7,700 $733K
Unique Wealth Strategies, LLC 0.28% Reduce -11.4% 7,559 $720K
Penobscot Wealth Management 0.23% Reduce -0.7% 7,538 $718K
Snowden Capital Advisors LLC 0.02% Add +2.5% 7,395 $704K
Barnes Wealth Management Group, Inc 0.39% Reduce -0.5% 7,384 $703K
MAI Capital Management 0.00% Add +11.7% 7,338 $699K
Endowment Wealth Management, Inc. 0.32% Add +2.0% 7,337 $698K
American Financial & Tax Strategies Inc. 0.35% Add +0.9% 7,305 $695K
Certuity, LLC 0.05% No change 7,276 $693K
IHT Wealth Management, LLC 0.02% Reduce -8.9% 7,254 $691K
Net Worth Advisory Group 0.20% Reduce -8.6% 7,115 $677K
CIBC Asset Management Inc 0.00% No change 7,044 $671K
White Lighthouse Investment Management Inc. 0.10% Add +9.8% 7,018 $668K
Vertex Planning Partners, LLC 0.13% Reduce -1.8% 7,010 $667K
Insigneo Advisory Services, LLC 0.05% Add +10.3% 6,943 $661K
Running Point Capital Advisors, LLC 0.18% No change 6,927 $659K
Compagnie Lombard Odier SCmA 0.01% New 6,894 $656K
Rockingstone Advisors LLC 0.32% No change 6,871 $654K
WealthTrak Capital Management LLC 0.54% Add +57.1% 6,844 $651K
D.A. Davidson & Co. 0.00% Add +7.4% 6,806 $648K
Tradition Wealth Management, LLC 0.05% Reduce -6.8% 6,680 $636K
CIBC Private Wealth Group LLC 0.00% Add +10.8% 6,512 $620K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.3% 6,395 $609K
Stratos Wealth Partners, LTD. 0.01% Add +14.6% 6,343 $604K
Arete Wealth Advisors, LLC 0.04% Add +46.3% 6,309 $601K
Diversified Enterprises, LLC 0.04% Reduce -58.7% 6,260 $596K
Arkadios Wealth Advisors 0.01% Add +29.7% 6,181 $588K
Cutler Investment Counsel LLC 0.06% No change 6,055 $576K
Frisch Financial Group, Inc. 0.13% No change 6,038 $575K
Walleye Capital LLC 0.01% No change 5,991 $570K
Activest Wealth Management 0.11% Add +0.4% 5,917 $563K
KKM Financial LLC 0.18% Add +1.4% 5,913 $563K
Optivise Advisory Services LLC 0.33% Add +10.3% 5,896 $561K
ARK & TLK Investments, LLC 0.18% Reduce -0.0% 5,892 $561K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +6.8% 5,807 $553K
Innealta Capital, LLC 0.28% Reduce -2.1% 5,799 $552K
Balefire, LLC 0.11% Add +73.2% 5,785 $551K
Blue Fin Capital, Inc. 0.09% Reduce -1.2% 5,719 $544K
Prospera Financial Services Inc 0.01% Reduce -1.5% 5,605 $534K
Summa Corp. 0.23% New 5,589 $532K
Stock Yards Bank & Trust Co. 0.02% Add +72.7% 5,544 $528K
PFG Advisors 0.02% New 5,540 $527K
Argent Trust Co 0.02% Add +8.8% 5,513 $525K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.4% 5,392 $513K
Consolidated Portfolio Review Corp 0.06% New 5,361 $510K
XTX Topco Ltd 0.03% New 5,334 $508K
Daiichi Life Insurance Co., Ltd. 0.01% Add +140.0% 5,288 $503K
Strategic Financial Partners, Ltd. 0.22% Reduce -0.5% 5,138 $489K
Yukon Wealth Management, Inc. 0.16% Reduce -6.8% 5,059 $482K
Wealthgarden F.S. LLC 0.34% Add +119.5% 4,987 $480K
Kovack Advisors, Inc. 0.04% No change 4,991 $475K
MPWM Advisory Solutions, LLC 0.28% Add +2.4% 4,952 $471K
WealthPLAN Partners, LLC 0.07% Add +13.7% 4,952 $471K
Center For Asset Management LLC 0.25% Add +73.5% 4,948 $471K
Maia Wealth LLC 0.08% Add +9.1% 4,890 $471K
Tempus Wealth Planning, LLC 0.11% Add +20.9% 4,908 $467K
Prime Capital Investment Advisors, LLC 0.01% Add +6.3% 4,850 $462K
Sunesis Advisors, LLC 0.22% — 4,840 $461K
Dynamic Advisor Solutions LLC 0.01% Add +12.6% 4,818 $459K
BOS Asset Management, LLC 0.13% Add +9.3% 4,734 $451K
Old National Bancorp 0.01% Add +2.3% 4,723 $450K
HCR Wealth Advisors 0.05% No change 4,722 $449K
WFA of San Diego, LLC 0.30% Reduce -1.8% 4,677 $445K
Sage Advisory Services, Ltd.Co. 0.23% Reduce -12.8% 4,667 $444K
Cushing Capital Partners, LLC 0.35% Add +7.1% 4,663 $444K
B. Riley Wealth Advisors, Inc. 0.02% Add +1.2% 4,656 $443K
Cohen Investment Advisors LLC 0.21% Add +5.0% 4,649 $443K
Pinion Investment Advisors, LLC 0.12% Add +40.4% 4,559 $439K
Gladstone Institutional Advisory LLC 0.02% Reduce -1.8% 4,597 $438K
Insight Advisors, LLC/ PA 0.07% Add +1.1% 4,564 $434K
Mach-1 Financial Group, LLC 0.07% New 4,549 $433K
Integrity Advisory Solutions, LLC 0.07% — 4,549 $433K
Firethorn Wealth Partners, LLC 0.17% Add +0.8% 4,489 $427K
1620 Investment Advisors, Inc. 0.28% Reduce -0.7% 4,378 $417K
Strategic Financial Services, Inc. 0.02% Reduce -4.1% 4,348 $414K
EverSource Wealth Advisors, LLC 0.02% Reduce -25.9% 4,344 $414K
North Ridge Wealth Advisors, Inc. 0.24% Add +0.1% 4,334 $413K
VPR Management LLC 0.19% No change 4,300 $409K
AQR Capital Management 0.00% Add +57.2% 4,274 $407K
Montecito Bank & Trust 0.06% — 4,260 $406K
Three Bridge Wealth Advisors, LLC 0.10% No change 4,254 $405K
Sterling Financial Planning, Inc. 0.13% Add +0.3% 4,168 $397K
Knollwood Investment Advisory, LLC 0.04% No change 4,150 $395K
Dorsey Wright & Associates 0.09% New 4,149 $395K
One Wealth Capital Management, LLC 0.18% Add +6.7% 4,131 $393K
StoneX Group Inc. 0.02% Add +12.1% 4,104 $391K
Financial Advocates Investment Management 0.22% Reduce -5.4% 4,099 $390K
Global Assets Advisory, LLC 0.12% New 4,096 $390K
Clearview Wealth Advisors LLC 0.25% Add +7.4% 4,081 $388K
Brookwood Investment Group LLC 0.05% Add +14.8% 4,080 $388K
Aptus Capital Advisors, LLC 0.00% Add +6.9% 4,076 $388K
Avior Wealth Management, LLC 0.01% Reduce -8.7% 4,071 $388K
First Citizens Bank & Trust Co. 0.01% Add +17.0% 4,056 $386K
Harbour Investments, Inc. 0.01% Add +22.8% 4,055 $386K
Commons Capital, LLC 0.26% Add +6.8% 4,043 $385K
Redwood Investment Management, LLC 0.04% Add +8.4% 3,991 $380K
Maripau Wealth Management LLC 0.19% Reduce -28.7% 3,975 $378K
Invictus Private Wealth, LLC 0.02% Reduce -8.3% 3,973 $378K
Wealthcare Advisory Partners LLC 0.01% New 3,969 $378K
Range Financial Group LLC 0.14% Add +9.2% 3,948 $376K
First Heartland Consultants, Inc. 0.03% Reduce -2.5% 3,942 $375K
Kilter Group LLC 0.18% Add +11.6% 3,903 $372K
Delta Wealth Advisors LLC 0.29% Reduce -5.3% 3,890 $370K
Geneos Wealth Management Inc. 0.01% Reduce -68.4% 3,888 $370K
Koshinski Asset Management, Inc. 0.03% Add +0.3% 3,887 $370K
CPA Asset Management Group, LLC 0.14% No change 3,857 $367K
Kickstand Ventures, Llc. 0.08% Add +6.4% 3,857 $367K
Atlas Legacy Advisors, LLC 0.07% Reduce -0.2% 3,816 $363K
Corient Private Wealth LP 0.00% Reduce -87.5% 3,815 $363K
BCU Wealth Advisors, LLC 0.15% Add +4.0% 3,807 $362K
Foundations Investment Advisors, LLC 0.01% Reduce -67.8% 3,792 $361K
Petix & Botte Co 0.08% Add +0.8% 3,782 $360K
Donaldson Capital Management, LLC 0.01% New 3,771 $359K
Personal Cfo Solutions, LLC 0.06% New 3,764 $358K
Integris Wealth Management, LLC 0.09% Reduce -10.6% 3,733 $355K
Dimension Capital Management LLC 0.05% Reduce -0.7% 3,687 $351K
Sigma Planning Corp 0.01% Add +0.5% 3,685 $351K
Lifelong Wealth Advisors, Inc. 0.10% Add +6.5% 3,680 $350K
4Thought Financial Group Inc. 0.18% Reduce -7.2% 3,669 $349K
Fullcircle Wealth LLC 0.12% Add +7.6% 3,631 $348K
Strategy Asset Managers LLC 0.06% New 3,655 $348K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 3,616 $344K
WealthPlan Investment Management, LLC 0.02% Reduce -60.4% 3,609 $344K
Richmond Investment Services, LLC 0.06% Add +28.2% 3,565 $339K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +13.4% 3,562 $339K
Pinney & Scofield, Inc. 0.21% No change 3,558 $339K
Diversify Wealth Management, LLC 0.02% New 3,519 $338K
Wealth Advisory Solutions, LLC 0.08% Add +0.3% 3,537 $337K
Voya Financial Advisors, Inc. 0.03% Reduce -50.2% 3,491 $333K
Rehmann Capital Advisory Group 0.02% Add +30.4% 3,490 $332K
Regimen Wealth, LLC 0.10% Add +3.1% 3,412 $325K
Ausdal Financial Partners, Inc. 0.02% New 3,405 $324K
IPG Investment Advisors LLC 0.06% Reduce -8.1% 3,394 $323K
Fortis Capital Advisors, LLC 0.05% New 3,392 $323K
Belpointe Asset Management LLC 0.01% New 3,392 $323K
RDA Financial Network 0.08% Add +6.8% 3,380 $322K
Prelude Capital Management, LLC 0.03% New 3,370 $321K
Perigon Wealth Management, LLC 0.01% Add +14.6% 3,367 $321K
17 Capital Partners, LLC 0.17% Add +20.6% 3,364 $320K
Portside Wealth Group, LLC 0.04% New 3,354 $319K
Great Valley Advisor Group, Inc. 0.01% Add +11.6% 3,350 $319K
Creekside Partners 0.14% Add +0.8% 3,332 $317K
Two West Capital Advisors LLC 0.19% Add +1.5% 3,260 $314K
Bush Investment Group, LLC 0.19% Add +11.2% 3,296 $314K
Private Trust Co. NA 0.03% Add +3.0% 3,294 $314K
Concorde Asset Management, LLC 0.13% — 3,285 $313K
McAdam, LLC 0.02% Add +4.9% 3,280 $312K
Davis Wealth Advisors, LLC 0.28% Reduce -1.3% 3,257 $310K
Finley Financial, LLC 0.14% Add +4.5% 3,240 $308K
WESPAC Advisors, LLC 0.18% Add +7.9% 3,239 $308K
Gen-Wealth Partners Inc 0.10% Add +3.3% 3,201 $305K
Quantinno Capital Management LP 0.00% New 3,193 $304K
Quad-Cities Investment Group, LLC 0.13% Add +2.9% 3,192 $304K
Transcend Capital Advisors, LLC 0.02% Reduce -4.4% 3,191 $304K
Avaii Wealth Management, LLC 0.12% Add +7.8% 3,185 $303K
Mission Creek Capital Partners, Inc. 0.06% Add +0.7% 3,184 $303K
Stewardship Advisors, LLC 0.07% Add +1.4% 3,142 $299K
Triad Wealth Partners, LLC 0.04% Reduce -90.7% 3,138 $299K
Sculati Wealth Management, LLC 0.10% New 3,122 $297K
Dravo Bay LLC 0.13% Reduce -1.4% 3,121 $297K
Avidian Wealth Enterprises, LLC 0.01% Reduce -2.5% 3,111 $296K
Brown Wealth Management, LLC 0.08% Reduce -4.7% 3,087 $294K
Abich Financial Wealth Management LLC 0.10% — 3,083 $293K
Independent Advisor Alliance 0.01% New 3,055 $291K
Harbor Capital Advisors, Inc. 0.02% Add +33.4% 3,033 $289K
Breakwater Investment Management 0.11% Add +35.3% 3,027 $288K
Sand Hill Global Advisors, LLC 0.01% Reduce -3.8% 2,978 $283K
Strathmore Capital Advisors, Inc. 0.12% Reduce -20.4% 2,969 $283K
Investor's Fiduciary Advisor Network, LLC 0.10% Add +1.7% 2,955 $281K
Bellwether Advisors, LLC 0.05% Add +5.9% 2,943 $280K
Villere St Denis J & Co. LLC 0.03% No change 2,937 $280K
Coppell Advisory Solutions LLC 0.03% Reduce -0.2% 2,924 $279K
Walled Lake Planning & Wealth Management, LLC 0.09% No change 2,930 $279K
BAM Wealth Management, LLC 0.21% — 2,879 $274K
KWB Wealth 0.03% Add +14.8% 2,953 $274K
Creative Financial Designs Inc. 0.02% Reduce -14.4% 2,861 $272K
Wealthstream Advisors, Inc. 0.04% Add +0.2% 2,838 $270K
Twin Peaks Wealth Advisors, LLC 0.09% Add +29.9% 2,834 $270K
Stratos Investment Management, LLC 0.01% Reduce -35.3% 2,807 $267K
Glass Jacobson Investment Advisors llc 0.10% Add +16.9% 2,806 $267K
Wedbush Securities Inc. 0.01% Reduce -6.0% 2,806 $267K
Larson Financial Group LLC 0.01% Reduce -4.3% 2,795 $266K
Garde Capital, Inc. 0.01% Reduce -56.1% 2,717 $259K
Versant Capital Management, Inc 0.04% Reduce -70.0% 2,715 $258K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -60.5% 2,680 $258K
Emergent Wealth Advisors, LLC 0.15% Add +12.9% 2,706 $258K
Brand Asset Management Group, Inc. 0.07% Reduce -11.8% 2,694 $256K
Dynamic Wealth Strategies, LLC 0.17% Reduce -83.8% 2,663 $253K
Comprehensive Money Management Services LLC 0.18% Reduce -0.6% 2,621 $249K
Leavell Investment Management, Inc. 0.01% No change 2,620 $249K
International Assets Investment Management, LLC 0.02% No change 2,685 $248K
Resurgent Financial Advisors LLC 0.12% New 2,597 $247K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 2,584 $246K
Saxony Capital Management, LLC 0.16% Reduce -19.6% 2,580 $246K
Affinity Capital Advisors, LLC 0.04% No change 2,571 $245K
IFG Advisory, LLC 0.01% Add +1.5% 2,534 $241K
Trust Point Inc. 0.02% No change 2,500 $238K
Americana Partners, LLC 0.01% Reduce -0.4% 2,490 $237K
GWN Securities Inc. 0.05% New 2,423 $232K
Westmount Partners, LLC 0.06% Add +0.2% 2,432 $231K
Empirical Asset Management, LLC 0.06% Add +2.9% 2,411 $230K
Kingsview Wealth Management, LLC 0.00% Reduce -2.7% 2,394 $228K
New Republic Capital, LLC 0.07% Add +0.2% 2,394 $228K
Upper Left Wealth Management, LLC 0.14% Add +0.8% 2,373 $226K
Soltis Investment Advisors LLC 0.02% Reduce -7.1% 2,367 $225K
BankPlus Trust Department 0.06% No change 2,348 $224K
Navigation Wealth Management, Inc. 0.33% New 2,333 $222K
Aspire Private Capital, LLC 0.05% Add +0.0% 2,332 $222K
Rooted Wealth Advisors, Inc. 0.07% Reduce -0.1% 2,330 $222K
Ieq Capital, LLC 0.00% New 2,324 $221K
Sax Wealth Advisors, LLC 0.01% Reduce -8.6% 2,322 $221K
Blair William & Co. 0.00% Reduce -2.3% 2,320 $221K
Acorn Wealth Advisors, LLC 0.07% New 2,280 $217K
City National Bank of Florida 0.14% No change 2,271 $216K
First Commonwealth Financial Corp 0.04% New 2,241 $213K
Alpha Omega Wealth Management LLC 0.04% Add +0.4% 2,238 $213K
Banco Santander, S.A. 0.00% Reduce -94.5% 2,238 $213K
PFG Investments, LLC 0.01% New 2,214 $211K
Brighton Jones LLC 0.01% New 2,207 $210K
HF Advisory Group, LLC 0.08% Add +0.9% 2,205 $210K
Beacon Financial Advisory LLC 0.05% New 2,200 $209K
HB Wealth Management, LLC 0.00% Reduce -18.4% 2,196 $209K
NorthLanding Financial Partners, LLC 0.17% New 2,187 $208K
Five Oceans Advisors 0.08% Reduce -20.2% 2,161 $206K
Sutton Place Investors LLC 0.11% Reduce -2.7% 2,118 $202K
United Community Bank 0.06% New 2,110 $201K
Clearstead Advisors, LLC 0.00% Reduce -18.6% 2,025 $193K
Strategic Wealth Partners, Ltd. 0.01% Add +517.4% 1,920 $183K
Retirement Wealth Solutions LLC 0.12% Add +10.0% 1,874 $178K
Eastern Bank 0.00% Reduce -0.8% 1,721 $164K
Franklin Resources Inc. 0.00% Reduce -95.3% 1,612 $153K
GAMMA Investing LLC 0.01% Reduce -85.7% 1,611 $153K
Smartleaf Asset Management LLC 0.01% Add +44.0% 1,599 $153K
Pflug Koory, LLC 0.07% No change 1,576 $150K
Red Tortoise LLC 0.06% Add +1.3% 1,536 $146K
Quintet Private Bank (Europe) S.A. 0.01% No change 1,455 $139K
Private Wealth Asset Management, LLC 0.02% No change 1,420 $135K
Centaurus Financial, Inc. 0.01% New 1,400 $133K
Allworth Financial LP 0.00% Reduce -4.7% 1,374 $131K
Stelac Advisory Services LLC 0.04% No change 1,324 $126K
Future Financial Wealth Managment LLC 0.08% No change 1,319 $126K
Operose Advisors LLC 0.03% No change 1,300 $124K
Lanark Financial, Inc. 0.01% Reduce -1.9% 1,291 $123K
LGT Financial Advisors LLC 0.25% Reduce -24.0% 1,241 $118K
TD Waterhouse Canada Inc. 0.00% Reduce -95.5% 1,087 $109K
Barrett & Company, Inc. 0.04% Add +1.3% 1,111 $106K
MassMutual Private Wealth & Trust, FSB 0.00% Add +10.9% 1,057 $101K
AlphaCore Capital LLC 0.00% Add +584.7% 1,027 $98K
PFS Partners, LLC 0.05% No change 999 $95K
Cape Investment Advisory, Inc. 0.09% Reduce -27.3% 997 $95K
UMB Bank, n.a. 0.00% No change 973 $93K
Cordgrass Capital Advisors, LLC 0.02% Add +0.3% 892 $85K
Root Financial Partners, LLC 0.01% New 881 $84K
Sunbelt Securities, Inc. 0.01% Reduce -76.9% 868 $83K
Barnes Dennig Private Wealth Management LLC 0.09% Add +8.0% 848 $81K
Pacifica Partners Inc. 0.03% Add +0.2% 838 $80K
Binnacle Investments Inc 0.05% No change 805 $77K
Clear Investment Research, LLC 0.10% Reduce -46.7% 762 $73K
Rossby Financial, LCC 0.02% Add +45.3% 757 $72K
Webster Bank, N. A. 0.01% No change 752 $72K
Darwin Wealth Management, LLC 0.02% Add +8.2% 742 $71K
United Financial Planning Group LLC 0.04% — 3,024 $70K
Financial Network Wealth Advisors LLC 0.08% Add +384.7% 727 $69K
Luminist Capital LLC 0.06% Add +144.1% 681 $65K
Wolff Wiese Magana LLC 0.04% No change 664 $63K
Medallion Wealth Advisors, LLC 0.02% Add +5.1% 643 $61K
Alaska Permanent Capital Management, LLC 0.00% No change 625 $59K
American National Bank & Trust 0.01% Add +330.7% 590 $56K
Sava Infond d.o.o. 0.01% No change 550 $52K
Cullen/Frost Bankers, Inc. 0.00% Add +54.6% 524 $50K
Pin Oak Investment Advisors Inc. 0.03% No change 506 $48K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $48K
Corsicana & Co. 0.03% — 490 $47K
First Horizon Corp. 0.00% — 489 $47K
Pinnacle Bancorp, Inc. 0.01% Reduce -9.7% 486 $46K
CX Institutional 0.00% Add +0.4% 472 $45K
Alerus Financial NA 0.00% Add +7133.3% 434 $41K
Red Lighthouse Investment Management, LLC 0.01% No change 428 $41K
Ironwood Wealth Management, LLC. 0.01% No change 428 $41K
NFSG Corp 0.01% Add +1.4% 423 $40K
First United Bank & Trust 0.01% Add +47.7% 415 $40K
Capital Investment Advisory Services, LLC 0.00% Reduce -9.0% 404 $38K
Fifth Third Bancorp 0.00% Reduce -30.1% 384 $37K
WPG Advisers, LLC 0.03% Reduce -11.5% 377 $36K
Simplex Trading, LLC 0.00% Reduce -47.7% 362 $34K
West Branch Capital LLC 0.01% No change 335 $32K
Ascentis Wealth Management, LLC 0.01% No change 330 $31K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.4% 320 $30K
Key Financial Inc 0.01% Add +26.6% 319 $30K
Angeles Wealth Management, LLC 0.00% Reduce -70.4% 316 $30K
Founders Financial Alliance, LLC 0.01% Add +21.8% 313 $30K
City Holding Co. 0.00% No change 305 $29K
Ameritas Investment Partners, Inc. 0.00% Reduce -7.8% 295 $28K
Richardson Capital Management LLC 0.01% New 272 $26K
Ameriflex Group, Inc. 0.01% Reduce -58.8% 266 $25K
Centennial Bank 0.01% No change 255 $24K
First Financial Corp. 0.01% No change 252 $24K
Ameliora Wealth Management Ltd. 0.01% No change 250 $24K
GoalVest Advisory LLC 0.00% No change 244 $23K
Raleigh Capital Management Inc. 0.01% Add +3.9% 243 $23K
Park Square Financial Group, LLC 0.10% Add +195.0% 236 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.4% 225 $21K
Wealthspire Advisors, LLC 0.00% New 215 $20K
Zions Bancorporation, National Association 0.00% Reduce -61.9% 203 $19K
Armstrong Advisory Group, Inc. 0.00% No change 201 $19K
Winch Advisory Services, LLC 0.00% Add +1.6% 192 $18K
Sound Income Strategies, LLC 0.00% Reduce -1.6% 189 $18K
Friedenthal Financial 0.01% Reduce -99.6% 187 $18K
Aspect Partners, LLC 0.01% No change 184 $18K
Ancora Advisors LLC 0.00% Reduce -21.6% 181 $17K
O'shaughnessy Asset Management, LLC 0.00% Add +42.1% 179 $17K
Kiker Wealth Management, LLC 0.01% No change 178 $17K
Cherry Tree Wealth Management, LLC 0.00% Add +1.1% 176 $17K
Silicon Valley Capital Partners 0.00% Add +17400.0% 175 $17K
Atlantic Union Bankshares Corp 0.00% Add +359.5% 170 $16K
Colonial Trust Co / SC 0.00% No change 158 $15K
Anchor Investment Management, LLC 0.00% No change 158 $15K
DT Investment Partners, LLC 0.00% New 157 $15K
Main Management LLC 0.00% No change 142 $14K
Financial Gravity Asset Management, Inc. 0.00% — 145 $14K
Tompkins Financial Corp. 0.00% No change 142 $14K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -28.4% 136 $13K
GPS Wealth Strategies Group, LLC 0.00% Add +1.5% 136 $13K
Promus Capital, LLC 0.01% New 134 $13K
Quest 10 Wealth Builders, Inc. 0.01% Add +6.4% 133 $13K
Golden State Wealth Management, LLC 0.00% Reduce -13.8% 131 $12K
Hantz Financial Services, Inc. 0.00% Reduce -69.1% 123 $12K
NBT Bank, N.A. 0.00% Reduce -24.6% 95 $12K
Whittier Trust Co. of Nevada Inc. 0.00% No change 123 $12K
McIlrath & Eck, LLC 0.00% No change 119 $11K
Compass Financial Services Inc 0.00% Add +0.9% 116 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 116 $11K
Parkside Financial Bank & Trust 0.00% No change 110 $10K
EPG Wealth Management LLC 0.00% No change 110 $10K
Bangor Savings Bank 0.00% Add +0.9% 109 $10K
AllSquare Wealth Management LLC 0.01% No change 108 $10K
GW&K Investment Management, LLC 0.00% No change 100 $10K
Crowley Wealth Management, Inc. 0.01% No change 100 $10K
North Star Investment Management Corp. 0.00% No change 100 $10K
Investors Research Corp 0.00% Add +33.3% 96 $9K
Glen Eagle Advisors, LLC 0.00% No change 95 $9K
Ulland Investment Advisors, LLC 0.01% New 92 $9K
Legacy Wealth Managment, LLC 0.00% Add +394.7% 94 $9K
Tucker Asset Management LLC 0.00% Reduce -14.8% 92 $9K
Smallwood Wealth Investment Management, LLC 0.00% Reduce -4.5% 85 $8K
Boyd Watterson Asset Management LLC 0.00% No change 80 $8K
Park Place Capital Corp 0.00% No change 78 $7K
First Community Trust NA 0.01% New 76 $7K
Bogart Wealth, LLC 0.00% No change 76 $7K
HFM Investment Advisors, LLC 0.00% Reduce -34.3% 71 $7K
Westside Investment Management, Inc. 0.00% No change 65 $6K
Solstein Capital, LLC 0.00% No change 64 $6K
KERR FINANCIAL PLANNING Corp 0.01% — 63 $6K
Whittier Trust Co. 0.00% Add +3.3% 62 $6K
Wilmington Savings Fund Society, FSB 0.00% Reduce -84.6% 59 $6K
Covestor Ltd 0.00% Add +4.2% 50 $5K
Cloud Capital Management, LLC 0.00% New 55 $5K
Tower Research Capital LLC (TRC) 0.00% New 47 $4K
Elevation Wealth Partners, LLC 0.00% No change 46 $4K
Towne Trust Company, N.A 0.00% New 45 $4K
Turning Point Benefit Group, Inc. 0.00% New 43 $4K
Aventura Private Wealth, LLC 0.00% No change 42 $4K
Wiser Advisor Group LLC 0.00% New 39 $4K
Blume Capital Management, Inc. 0.00% New 36 $3K
Innovative Advisory Group, LLC 0.00% No change 35 $3K
CNB Bank 0.00% No change 34 $3K
Farmers & Merchants Investments Inc. 0.00% New 32 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 29 $3K
Salem Investment Counselors Inc. 0.00% No change 31 $3K
Signaturefd, LLC 0.00% Add +2800.0% 29 $3K
Chapman Financial Group, LLC 0.00% New 29 $3K
Harbor Investment Advisory, LLC 0.00% No change 27 $3K
REAP Financial Group, LLC 0.00% Add +4.2% 25 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Avion Wealth 0.00% Add +10.0% 22 $2K
Global Wealth Strategies & Associates 0.00% New 19 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 19 $2K
Providence Capital Advisors, LLC 0.00% New 18 $2K
Financial Life Planners 0.00% New 13 $1K
Ameritas Advisory Services, LLC 0.00% Reduce -89.0% 12 $1K
Trust Co. of Toledo NA 0.00% No change 11 $1K
PayPay Securities Corp 0.04% Add +266.7% 11 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 12 $1K
CKW Financial Group 0.00% No change 14 $1K
Guerra Advisors Inc 0.00% New 10 $956
Asset Dedication, LLC 0.00% Reduce -88.2% 10 $952
Kings Path Partners LLC 0.00% No change 9 $857
GHP Investment Advisors, Inc. 0.00% No change 9 $857
SRH Advisors, LLC 0.00% No change 8 $762
N.E.W. Advisory Services LLC 0.00% No change 8 $762
Flagship Wealth Advisors, LLC 0.00% New 7 $666
American Wealth Advisors, LLC 0.00% — 6 $599
Quaker Wealth Management, LLC 0.00% No change 6 $572
Salomon & Ludwin, LLC 0.00% No change 6 $571
Vision Financial Markets LLC 0.00% No change 6 $494
Front Row Advisors LLC 0.00% No change 5 $476
MTM Investment Management, LLC 0.00% No change 5 $476
American Capital Advisory, LLC 0.00% No change 5 $476
Grey Fox Wealth Advisors, LLC 0.00% New 5 $476
Rialto Wealth Management, LLC 0.00% New 5 $476
Howe & Rusling Inc. 0.00% Reduce -86.1% 5 $476
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -90.5% 4 $381
Viewpoint Capital Management LLC 0.00% New 4 $381
SOA Wealth Advisors, LLC. 0.00% Reduce -97.3% 4 $381
Realta Investment Advisors 0.00% No change 3 $286
Private Wealth Management Group, LLC 0.00% New 3 $286
Spurstone Advisory Services, LLC 0.00% No change 3 $285
Bear Mountain Capital, Inc. 0.00% No change 2 $234
Highline Wealth Partners LLC 0.00% No change 2 $190
St Germain D J Co. Inc. 0.00% No change 2 $190
Wagner Wealth Management, LLC 0.00% No change 2 $190
Concord Wealth Partners 0.00% No change 2 $147
Financial Consulate, Inc. 0.00% New 1 $137
Abound Wealth Management 0.00% No change 1 $113
Frazier Financial Advisors, LLC 0.00% No change 1 $108
Pandora Wealth, Inc. 0.00% No change 1 $95
Fourth Dimension Wealth, LLC 0.00% No change 1 $95
Keener Financial Planning LLC 0.00% New 8 $0

"% 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.