Ishrs SYS Alt Act ETFIALTETF

13F holders, Q2 2026 (June 30)
391holders +370
367new positions
2sold out
$28.06avg. 13F price*

At the end of Q2 2026, 391 institutions reported holding Ishrs SYS Alt Act ETF (IALT) in their 13F filings, up 370 from Q1 2026. 367 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), LPL Financial LLC ($609.6M) and JPMorgan Chase & Co. ($300.1M).

Company
Ishrs SYS Alt Act ETF
Filed as
BLACKROCK ETF TRUST (Q2 2026)
CUSIP
09290C665
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q4 2025: 3Q4 2025Q1 2026: 21Q1 2026Q2 2026: 391Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions367$4.7B
Exits2$239K

All 13F filers, Q1 2026 → Q2 2026: 174,018,516 shares bought and 15,825 shares sold, net +174,002,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 391 holders

Envestnet Asset Management Inc. 0.34% New 50,663,703 $1.4B
LPL Financial LLC 0.14% New 21,732,229 $609.6M
JPMorgan Chase & Co. 0.02% New 10,676,181 $300.1M
Morgan Stanley 0.01% Add +14566.6% 5,509,230 $154.5M
Envestnet Portfolio Solutions, Inc. 0.67% New 5,023,371 $140.9M
Park Avenue Securities LLC 0.68% New 3,894,852 $109.3M
MML Investors Services, LLC 0.21% New 3,583,114 $100.5M
Cetera Investment Advisers 0.09% New 3,489,256 $97.9M
Bank of New York Mellon Corp 0.01% New 3,176,236 $89.1M
Janney Montgomery Scott LLC 0.16% New 2,964,562 $83.2M
BlackRock, Inc. 0.00% Add +5.8% 2,961,952 $83.1M
Foundations Investment Advisors, LLC 0.79% New 2,729,797 $76.6M
OneDigital Investment Advisors LLC 0.57% New 2,408,810 $67.6M
Sanctuary Advisors, LLC 0.29% New 2,241,899 $62.9M
Advocacy Wealth Management, LLC 2.16% New 2,116,253 $59.4M
NewEdge Advisors, LLC 0.18% New 2,106,903 $59.1M
Merit Financial Group, LLC 0.29% New 1,644,090 $46.1M
United Capital Financial Advisors, LLC 0.22% New 1,435,675 $40.1M
Commonwealth Equity Services, LLC 0.04% Add +3806.2% 1,210,835 $34.0M
SK Wealth Management, LLC 7.63% New 1,170,248 $33.9M
JB Capital LLC 1.12% New 1,151,918 $32.3M
Stifel Financial Corp. 0.02% New 1,062,594 $29.8M
Equitable Holdings, Inc. 0.18% New 1,053,590 $29.6M
Jane Street Group, LLC 0.02% New 1,023,364 $28.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% New 987,034 $27.7M
Scarborough Advisors, LLC 2.85% New 872,596 $24.8M
Sharkey, Howes & Javer 2.93% New 865,284 $24.3M
Ascent Group, LLC 0.69% New 819,283 $23.0M
Thrivent Financial for Lutherans 0.04% New 778,017 $21.8M
CreativeOne Wealth, LLC 0.45% New 748,336 $21.0M
Arax Advisory Partners 0.12% New 665,563 $18.7M
Truist Financial Corp. 0.02% New 642,668 $18.0M
Vise Technologies, Inc. 0.20% New 632,999 $17.8M
Shepherd Financial Partners LLC 1.46% New 631,412 $17.7M
Horst & Graben Wealth Management LLC 2.13% New 576,850 $16.2M
AE Wealth Management LLC 0.07% New 571,535 $16.0M
Capital Analysts, LLC 0.37% New 571,327 $16.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.74% New 533,574 $15.0M
Pettinga Financial Advisors LLC 2.38% New 529,984 $14.9M
Goldstein Advisors, LLC 1.35% New 526,954 $14.8M
CFS Investment Advisory Services, LLC 0.97% New 515,750 $14.5M
Security Financial Services, INC. 1.91% New 490,881 $13.8M
Atria Investments, Inc 0.13% New 477,706 $13.4M
Vestmark Advisory Solutions, Inc. 0.12% New 449,617 $12.6M
Icon Wealth Advisors, LLC 0.76% New 447,483 $12.6M
Cerity Partners LLC 0.01% New 434,013 $12.2M
Royal Bank of Canada 0.00% New 432,627 $12.1M
&partners 0.05% New 400,486 $11.3M
AllGen Financial Advisors, Inc. 2.47% New 403,110 $11.3M
Stone House Investment Management, LLC 1.50% New 403,107 $11.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +180.1% 397,214 $11.3M
SteelPeak Wealth, LLC 0.29% New 389,659 $10.9M
Kelly Financial Services LLC 2.20% New 366,056 $10.3M
Perennial Investment Advisors, LLC 0.68% New 361,743 $10.1M
Private Advisor Group, LLC 0.04% Add +2945.5% 347,521 $9.7M
Integrity Alliance, Llc. 0.30% New 339,171 $9.5M
Tsfg, LLC 1.20% New 338,847 $9.5M
Waverly Advisors, LLC 0.05% New 334,238 $9.4M
MLG Wealth Management DBA Pine Grove Financial Group 0.94% New 330,927 $9.3M
KWB Wealth 0.79% New 328,418 $9.2M
Wealth Alliance, LLC 0.75% New 319,003 $8.9M
Mutual Advisors, LLC 0.17% New 313,134 $8.8M
One Wealth Advisors, LLC 0.96% New 308,997 $8.7M
Global Retirement Partners, LLC 0.13% — 301,882 $8.5M
Physician Wealth Advisors, Inc. 0.99% New 296,245 $8.3M
Integrated Wealth Concepts LLC 0.05% New 293,807 $8.2M
Archer Investment Management, LLC 2.81% New 293,252 $8.2M
IFP Advisors, Inc 0.15% New 293,056 $8.2M
Synergy Investment Management, LLC 1.98% New 292,255 $8.2M
Orion Porfolio Solutions, LLC 0.06% New 278,073 $7.8M
Keystone Financial Group 0.46% New 274,563 $7.7M
Trek Financial, LLC 0.36% New 261,123 $7.3M
Trinity Wealth Management, LLC 2.28% New 256,529 $7.2M
ONE Advisory Partners, LLC 1.91% New 249,866 $7.0M
Kickstand Ventures, Llc. 1.26% New 247,592 $6.9M
Assetmark, Inc. 0.01% New 243,893 $6.8M
Modern Wealth Management, LLC 0.08% New 241,245 $6.8M
Beacon Financial Group 0.60% New 237,043 $6.6M
ShoreHaven Wealth Partners, LLC 1.99% New 225,653 $6.3M
Brookstone Capital Management 0.06% New 224,403 $6.3M
Ashton Thomas Private Wealth, LLC 0.13% New 221,815 $6.2M
Focus Partners Advisor Solutions, LLC 0.05% New 221,603 $6.2M
Farther Finance Advisors, LLC 0.05% New 221,473 $6.2M
Mariner, LLC 0.01% New 216,124 $6.1M
Integrity Investment Advisors, LLC 2.62% New 214,441 $6.0M
Plancorp, LLC 0.14% New 208,544 $5.9M
Arkadios Wealth Advisors 0.09% New 209,980 $5.9M
PAX Financial Group, LLC 0.87% New 209,742 $5.9M
Stokes Family Office, LLC 0.67% New 203,957 $5.7M
Midwest Capital Advisors, LLC 2.21% New 194,132 $5.4M
Diversify Advisory Services, LLC 0.09% New 188,096 $5.4M
Diversify Wealth Management, LLC 0.09% New 188,096 $5.4M
Regal Investment Advisors LLC 0.28% New 192,050 $5.4M
Keystone Financial Services 1.37% New 189,907 $5.3M
Braun-Bostich & Associates Inc. 2.93% New 186,920 $5.2M
TSA Wealth Managment LLC 1.47% New 185,845 $5.2M
Invst, LLC 0.50% New 184,463 $5.2M
Summit Financial, LLC 0.06% New 181,351 $5.1M
Curtis Wealth Management LLC 4.29% New 180,588 $5.1M
Kestra Advisory Services, LLC 0.02% New 178,680 $5.0M
WNY Asset Management, LLC 0.45% New 178,259 $5.0M
Ameritas Advisory Services, LLC 0.10% New 177,637 $5.0M
Beacon Bridge Wealth Partners, LLC 1.41% New 176,392 $4.9M
Legacy Financial Group LLC 0.56% New 175,743 $4.9M
Bay Harbor Wealth Management, LLC 1.13% New 175,324 $4.9M
Principal Securities, Inc. 0.06% New 174,643 $4.9M
Concurrent Investment Advisors, LLC 0.04% New 174,490 $4.9M
Detalus Advisors, LLC 0.93% New 170,294 $4.8M
Quadrant Private Wealth Management, LLC 1.06% New 169,621 $4.8M
Cobblestone Asset Management LLC 1.92% New 164,290 $4.6M
Cypress Wealth Services, LLC 0.55% New 158,734 $4.5M
Steelhead Wealth Management LLC 1.76% New 155,880 $4.4M
Blue Trust, Inc. 0.05% New 155,107 $4.4M
West Wealth Group, LLC 0.70% New 153,364 $4.3M
Frisch Financial Group, Inc. 0.72% New 149,458 $4.2M
SigFig Wealth Management, LLC 0.11% New 147,878 $4.2M
A4 Wealth Advisors LLC 2.78% New 146,764 $4.1M
Skyline Advisors, Inc. 1.26% New 143,194 $4.0M
Mayflower Financial Advisors, LLC 0.33% New 137,833 $3.9M
Milestone Asset Management, LLC 0.60% New 136,206 $3.8M
Embree Financial Group 0.38% New 134,531 $3.8M
Corrado Advisors, LLC 1.72% Add +1.3% 132,866 $3.7M
WCG Wealth Advisors LLC 0.09% New 132,135 $3.7M
Peak Wealth Management LLC 2.59% New 131,773 $3.7M
Spinnaker Investment Group, LLC 0.59% Add +742.6% 130,254 $3.7M
Focus Financial Network, Inc. 0.11% New 128,812 $3.6M
Citigroup Inc. 0.00% New 124,896 $3.5M
Claro Advisors Inc. 0.37% New 124,367 $3.5M
Core Wealth Advisors, LLC 2.53% New 122,635 $3.4M
Kensington Asset Management, LLC 0.18% New 120,000 $3.4M
Wealth Quarterback LLC 1.03% New 118,624 $3.3M
Golden State Wealth Management, LLC 0.30% New 117,571 $3.3M
Simplicity Wealth,LLC 0.11% New 116,258 $3.3M
Spectrum Planning & Advisory Services Inc. 1.45% New 115,305 $3.2M
Avid Wealth Partners LLC 1.54% New 113,622 $3.2M
Uptick Partners, LLC 0.49% New 113,117 $3.2M
Shared Vision Wealth Group LLC 1.08% New 112,361 $3.2M
Independent Financial Group, LLC 0.06% New 112,069 $3.1M
Daviman Financial, LLC 1.73% New 111,963 $3.1M
Tyche Wealth Partners LLC 0.43% New 110,205 $3.1M
Twin Peaks Wealth Advisors, LLC 0.70% New 109,971 $3.1M
VestGen Advisors, LLC 0.09% New 109,768 $3.1M
Redhawk Wealth Advisors, Inc. 0.30% New 109,695 $3.1M
Town Capital LLC 1.94% New 108,990 $3.1M
Strategies Wealth Advisors, LLC 0.27% New 107,427 $3.0M
Wetzel Investment Advisors, Inc. 1.04% New 107,196 $3.0M
Gateway Wealth Partners, LLC 0.18% New 107,059 $3.0M
World Investment Advisors 0.05% New 106,464 $3.0M
Vertex Planning Partners, LLC 0.42% New 100,601 $2.8M
SWP Financial LLC 1.30% New 100,281 $2.8M
Sovran Advisors, LLC 0.21% New 97,675 $2.8M
Chatterton & Associates Inc. 1.64% New 97,798 $2.8M
Endeavor Private Wealth, Inc. 0.67% New 98,073 $2.8M
Apeiron RIA LLC 0.70% New 97,466 $2.7M
Cornerstone Planning Group LLC 0.34% New 93,945 $2.7M
PFG Advisors 0.14% New 96,143 $2.7M
Bedminster, LLC 2.28% New 95,170 $2.7M
Eq LLC 0.63% New 91,703 $2.6M
Kingsview Wealth Management, LLC 0.03% New 91,390 $2.6M
Ehrlich Financial Group 1.30% New 90,355 $2.5M
Csenge Advisory Group 0.10% New 89,823 $2.5M
Ewa, LLC 0.46% New 88,911 $2.5M
Hoxton Planning & Management, LLC 0.64% New 87,538 $2.5M
Ashton Thomas Securities, LLC 0.36% New 87,123 $2.4M
One Wealth Capital Management, LLC 0.69% New 85,937 $2.4M
BlackDiamond Wealth Management, LLC 0.97% Add +172.0% 83,044 $2.4M
Mather Group, Llc. 0.02% New 83,388 $2.3M
Beto Financial Group, LLC 1.22% New 81,885 $2.3M
Mercer Global Advisors Inc. 0.00% New 81,342 $2.3M
Apollon Wealth Management, LLC 0.03% New 80,883 $2.3M
Intentional Wealth Strategies, LLC 2.12% New 80,649 $2.3M
Theory Financial LLC 0.71% New 80,322 $2.3M
Stratos Wealth Partners, LTD. 0.02% New 79,350 $2.2M
Advisory Services Network, LLC 0.03% New 79,157 $2.2M
WealthShield Partners, LLC 0.33% New 77,709 $2.2M
Tradition Wealth Management, LLC 0.13% New 74,889 $2.1M
Balefire, LLC 0.34% New 73,785 $2.1M
Lake Street Private Wealth, LLC 0.24% Add +21.3% 73,749 $2.1M
AlphaCore Capital LLC 0.04% New 71,990 $2.0M
Mgo One Seven LLC 0.03% New 71,615 $2.0M
Forum Finance Group S.A. 0.72% Add +2303.7% 88,071 $2.0M
Onyx Bridge Wealth Group LLC 0.18% Add +139.1% 71,036 $2.0M
Elevation Point Wealth Partners, LLC 0.04% New 70,191 $2.0M
Wealthgarden F.S. LLC 1.08% New 67,777 $1.9M
RFG Advisory, LLC 0.03% New 66,327 $1.9M
Lifelong Wealth Advisors, Inc. 0.42% New 63,606 $1.8M
ArborFi Advisors, LLC 1.27% New 62,701 $1.8M
Redwood Investment Management, LLC 0.17% New 62,394 $1.8M
5T Wealth, LLC 0.64% New 61,505 $1.7M
HighTower Advisors, LLC 0.00% New 61,397 $1.7M
Verus Capital Partners, LLC 0.09% New 61,078 $1.7M
Alterna Wealth Management, Inc. 0.97% New 60,348 $1.7M
Aspire Capital Advisors LLC 0.32% New 58,772 $1.6M
Portfolio Resources Advisor Group, Inc. 1.37% New 57,834 $1.6M
Rothschild Wealth LLC 0.13% New 57,180 $1.6M
M1 Capital Management LLC 0.59% New 56,697 $1.6M
Elequin Capital, LP 0.27% New 56,013 $1.6M
Swmg, LLC 0.37% New 55,045 $1.6M
Atlatl Advisers LLC 0.37% New 54,965 $1.5M
Hyposwiss Advisors SA 1.46% Add +142.2% 54,840 $1.5M
Tempus Wealth Planning, LLC 0.30% New 54,287 $1.5M
Seeds Investor LLC 0.15% New 53,747 $1.5M
Fiduciary Alliance LLC 0.10% New 52,618 $1.5M
WealthPLAN Partners, LLC 0.28% New 52,149 $1.5M
Argent Trust Co 0.04% New 51,827 $1.5M
Pinion Investment Advisors, LLC 0.27% New 51,508 $1.4M
LifePlan Investment Advisors, Inc. 0.49% New 51,199 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.15% New 50,301 $1.4M
Catalyst Private Wealth, LLC 0.68% New 49,935 $1.4M
Davis Wealth Advisors, LLC 1.08% New 49,934 $1.4M
WealthPoint Financial, LLC 1.02% New 49,683 $1.4M
Osaic Holdings, Inc. 0.00% New 49,370 $1.4M
Integrated Advisors Network LLC 0.06% New 48,996 $1.4M
J.M. Arbour, LLC 1.17% New 48,505 $1.4M
Advyzon Investment Management, LLC 0.10% New 47,891 $1.3M
Able Wealth Management LLC 0.31% New 47,866 $1.3M
BCU Wealth Advisors, LLC 0.43% New 46,630 $1.3M
Barnes Wealth Management Group, Inc 0.59% New 45,633 $1.3M
Arwa LLC 0.53% New 44,717 $1.3M
Marex Group Ltd 0.01% New 45,000 $1.3M
Signature Estate & Investment Advisors LLC 0.02% New 43,166 $1.2M
Oak Grove Capital LLC 0.09% New 43,000 $1.2M
Hopwood Nicholas Hunter 0.33% New 42,994 $1.2M
Optivise Advisory Services LLC 0.60% New 42,229 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% New 41,286 $1.2M
Polaris Investment Advisors, LLC 0.73% New 40,731 $1.1M
Cassilly Financial Group LLC 0.82% New 40,294 $1.1M
Cary Street Partners Financial LLC 0.02% New 40,125 $1.1M
Integrity Advisory Solutions, LLC 0.12% New 39,994 $1.1M
XY Planning Network, Inc. 0.14% New 39,817 $1.1M
Keebeck Wealth Management 0.11% New 39,507 $1.1M
Avidian Wealth Enterprises, LLC 0.03% New 38,777 $1.1M
Gen-Wealth Partners Inc 0.30% New 38,181 $1.1M
Rede Wealth, LLC 0.35% New 37,803 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.28% New 37,175 $1.0M
JFS Wealth Advisors, LLC 0.05% New 36,163 $1.0M
Ausdal Financial Partners, Inc. 0.04% New 35,725 $1.0M
Beacon Capital Management, LLC 0.15% New 35,497 $996K
Resurgent Financial Advisors LLC 0.28% New 35,119 $985K
First Heartland Consultants, Inc. 0.06% New 34,357 $964K
Silverlake Wealth Management LLC 0.18% New 33,952 $952K
Absolute Capital Management, LLC 0.23% New 33,474 $939K
Integrated Wealth Management 0.99% New 33,334 $935K
Cadia Private Client LLC 0.67% Add +234.5% 33,201 $931K
Parallel Advisors, LLC 0.01% Add +79.2% 33,199 $931K
Two West Capital Advisors LLC 0.46% New 32,615 $928K
CoreCap Advisors, LLC 0.03% New 32,826 $921K
Centaurus Financial, Inc. 0.04% Add +14.5% 32,580 $914K
Retirement Wealth Solutions LLC 0.47% New 30,617 $859K
RDA Financial Network 0.19% New 30,552 $857K
Steward Partners Investment Advisory, LLC 0.00% Add +1040.7% 29,658 $832K
WealthTrak Capital Management LLC 0.54% New 29,473 $827K
Hobbs Wealth Management, LLC 0.69% New 28,933 $812K
Cary Street Partners Investment Advisory LLC 0.16% New 28,738 $806K
Harbour Investments, Inc. 0.01% New 28,279 $793K
United Advisor Group, LLC 0.08% New 28,163 $790K
Oak Wealth Advisors LLC 0.38% New 28,109 $788K
Leigh Baldwin & Co., LLC 0.42% New 27,717 $777K
SlateStone Wealth, LLC 0.06% New 27,500 $771K
Merkkuri Wealth Advisors LLC 0.45% New 25,671 $720K
GatePass Capital, LLC 0.27% New 24,951 $700K
Beacon Pointe Advisors, LLC 0.00% New 23,992 $673K
GeoWealth Management, LLC 0.02% New 23,782 $667K
Transamerica Financial Advisors, LLC 0.06% New 23,689 $664K
Transcend Capital Advisors, LLC 0.04% New 23,600 $662K
Magnolia Private Wealth, LLC 0.36% New 23,369 $656K
Strategic Blueprint, LLC 0.03% New 22,949 $644K
FLP Wealth Management, LLC 1.12% New 22,491 $631K
Sovereign Financial Group, Inc. 0.10% New 22,463 $630K
Sanchez Gaunt Capital Management, LLC 0.35% New 22,414 $629K
Lantern Wealth Advisors, LLC 0.28% New 21,880 $614K
Signal Advisors Wealth, LLC 0.03% New 21,868 $613K
Nwam LLC 0.03% New 21,817 $612K
Maripau Wealth Management LLC 0.22% New 21,676 $608K
Fifth Third Bancorp 0.00% New 21,349 $599K
J.W. Cole Advisors, Inc. 0.01% New 21,336 $598K
MKT Advisors LLC 0.19% New 21,249 $598K
Asempa Wealth Advisors 0.45% New 21,018 $590K
BOS Asset Management, LLC 0.14% New 20,945 $588K
FWG Investments, LLC. 0.31% New 20,907 $586K
OpenArc Corporate Advisory, LLC 0.01% New 20,837 $584K
Sutton Place Investors LLC 0.28% New 20,754 $582K
Aspire Private Capital, LLC 0.11% New 18,427 $517K
PFG Investments, LLC 0.02% New 18,369 $515K
BigSur Wealth Management LLC 0.12% New 17,800 $499K
Concorde Asset Management, LLC 0.29% New 17,714 $497K
Founders Financial Alliance, LLC 0.07% New 17,619 $494K
Boyum Wealth Architects LLC 0.19% Add +53.4% 16,736 $475K
Blalock Williams, LLC 0.31% New 16,789 $471K
W Advisors, LLC 0.21% New 16,668 $468K
DAVENPORT & Co LLC 0.00% New 16,485 $462K
Arete Wealth Advisors, LLC 0.03% New 16,244 $456K
Perigon Wealth Management, LLC 0.01% New 16,044 $450K
Firethorn Wealth Partners, LLC 0.14% New 15,909 $446K
EFG International AG 0.01% New 15,840 $444K
Beacon Financial Advisory LLC 0.09% New 15,524 $435K
World Equity Group, Inc. 0.10% New 15,363 $431K
Sigma Planning Corp 0.01% New 15,295 $429K
US Bancorp \de 0.00% Add +7851.1% 15,107 $424K
Oregon Pacific Wealth Management, LLC 0.40% New 15,048 $422K
Private Trust Co. NA 0.03% New 14,754 $414K
Brookwood Investment Group LLC 0.05% New 14,167 $397K
Blue Capital, Inc. 0.25% New 14,129 $396K
Avantra Family Wealth, Inc. 0.25% New 14,042 $394K
M Holdings Securities, Inc. 0.05% New 13,792 $388K
Key Capital Management, INC 0.19% New 13,419 $376K
Castleview Partners, LLC 0.16% New 13,369 $375K
Lloyd Advisory Services, LLC. 0.14% New 13,233 $371K
Zenith Solutions, Inc. 0.32% — 12,763 $358K
VestGen Investment Management 0.19% New 12,760 $358K
Gilliland Jeter Wealth Management LLC 0.09% New 12,745 $357K
LiftPoint Family Wealth Advisors LLC 0.24% New 12,736 $357K
Cape Investment Advisory, Inc. 0.10% New 12,696 $356K
Richmond Investment Services, LLC 0.11% New 12,572 $353K
Empirical Asset Management, LLC 0.08% New 12,365 $347K
Legacy Wealth Partners, LLC 0.08% New 12,281 $344K
Wedbush Securities Inc. 0.01% New 12,199 $342K
IFG Advisory, LLC 0.01% New 11,761 $330K
Fiscal Wisdom Wealth Management, LLC 0.28% New 11,608 $326K
JT Stratford LLC 0.04% New 11,596 $325K
Vantage Point Financial LLC 0.10% New 11,512 $323K
Gladstone Institutional Advisory LLC 0.01% New 11,424 $320K
Compound Planning, Inc. 0.01% New 11,315 $317K
Parkway Wealth Management Group, LLC 0.04% New 11,014 $309K
BridgePort Financial Solutions, LLC 0.08% New 10,953 $307K
Fulcrum Equity Management 0.24% New 10,672 $299K
Pinnacle Family Advisors, LLC 0.12% New 10,206 $286K
Lockerman Financial Group, Inc. 0.43% New 10,123 $284K
McHugh Group, LLC 0.14% New 10,000 $281K
IHT Wealth Management, LLC 0.01% New 9,810 $275K
Main Street Financial Solutions, LLC 0.02% New 9,675 $271K
Legacy Edge Advisors, LLC 0.02% New 9,648 $271K
LongView Wealth Management 0.07% New 9,593 $269K
MSH Capital Advisors LLC 0.05% New 9,534 $267K
Hutchens & Kramer Investment Management Group, LLC 0.07% New 9,484 $266K
Vantus Wealth LLC 0.14% — 9,021 $253K
Marks Group Wealth Management, Inc 0.02% New 8,781 $246K
Quartz Partners, LLC 0.08% New 8,718 $245K
Strategy Asset Managers LLC 0.04% New 8,690 $244K
Stirlingshire Investments, Inc. 0.18% New 8,612 $242K
WJ Wealth Management, LLC 0.09% New 8,525 $239K
Ables, Iannone, Moore & Associates, Inc. 0.13% New 8,492 $238K
EverSource Wealth Advisors, LLC 0.01% New 8,451 $237K
Caliber Wealth Management, LLC / KS 0.02% New 8,043 $226K
XTX Topco Ltd 0.00% New 7,983 $224K
Kestra Investment Management, LLC 0.00% New 7,892 $221K
Moors & Cabot, Inc. 0.01% New 7,858 $220K
GWN Securities Inc. 0.04% New 7,806 $219K
Kilter Group LLC 0.08% New 7,764 $218K
Keystone Wealth Services, LLC 0.04% New 7,740 $217K
Raleigh Capital Management Inc. 0.07% New 7,738 $217K
Midwest Financial Network, LLC 0.14% New 7,410 $208K
Semus Wealth Partners LLC 0.10% New 7,373 $207K
Kingswood Wealth Advisors, LLC 0.01% New 7,311 $205K
RCS Financial Planning, LLC 0.10% New 7,203 $202K
OMNI 360 Wealth, Inc. 0.09% New 7,162 $201K
Continuum Advisory, LLC 0.02% New 7,088 $199K
UBS Group AG 0.00% New 7,000 $196K
Kingdom Financial Group LLC. 0.05% New 6,666 $187K
Wellington-Altus USA Inc. 0.11% Reduce -55.1% 5,740 $157K
Regatta Research & Money Management 0.14% — 5,242 $147K
Imprint Wealth LLC 0.57% New 5,019 $141K
Capital Advisor Network LLC 0.13% New 3,698 $104K
New Republic Capital, LLC 0.02% New 3,472 $97K
Fiduciary Financial Advisors 0.01% New 2,817 $79K
LifeSteps Financial, Inc. 0.03% New 2,195 $62K
Signature Equity Partners, LLC 0.02% New 1,777 $50K
Elevated Capital Advisors, LLC 0.01% New 1,579 $44K
Vision Retirement, LLC 0.01% New 1,508 $42K
Quest 10 Wealth Builders, Inc. 0.03% New 1,347 $38K
Gilpin Wealth Management, LLC 0.02% New 1,244 $35K
Northwestern Mutual Wealth Management Co. 0.00% New 1,068 $30K
Allworth Financial LP 0.00% New 1,000 $28K
Principia Wealth Advisory, LLC 0.01% New 820 $23K
Montgomery Financial Services LLC 0.01% — 597 $17K
Archer Investment Corp 0.00% New 506 $14K
Rockefeller Capital Management L.P. 0.00% New 505 $14K
Creative Financial Designs Inc. 0.00% New 472 $13K
Harbor Investment Advisory, LLC 0.00% New 452 $13K
Networth Advisors, LLC 0.01% New 445 $12K
Aptus Capital Advisors, LLC 0.00% New 394 $11K
JPL Wealth Management, LLC 0.00% New 389 $11K
Park Place Capital Corp 0.00% New 327 $9K
Pittenger & Anderson Inc. 0.00% New 210 $6K
Wells Fargo & Company 0.00% New 183 $5K
Silver Grove Financial Group, Inc. 0.00% New 173 $5K
Lanark Financial, Inc. 0.00% New 150 $4K
Jones Financial Companies LLLP 0.00% New 105 $3K
Capital Investment Advisory Services, LLC 0.00% New 70 $2K
AdvisorNet Financial, Inc 0.00% New 51 $1K
Tidemark, LLC 0.00% New 41 $1K

"% of holder's portfolio" is IALT's weight in each manager's 13F, not the share of Ishrs SYS Alt Act ETF the manager owns.