iShares Biotechnology ETFIBBETF

13F holders, Q2 2024 (June 30)
896holders −3
63new positions
63sold out
5famous investors
$137.19avg. 13F price*

At the end of Q2 2024, 896 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, down 3 from Q1 2024. 63 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($1.0B), Goldman Sachs Group Inc. ($432.9M) and Citigroup Inc. ($423.9M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
iShares Biotechnology ETF
CUSIP
464287556
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 899Q1 2024Q2 2024: 896Q2 2024Q3 2024: 895Q3 2024Q4 2024: 877Q4 2024Q1 2025: 835Q1 2025Q2 2025: 797Q2 2025Q3 2025: 804Q3 2025Q4 2025: 959Q4 2025Q1 2026: 924Q1 2026Q2 2026: 960Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions63$39.9M
Exits63$77.1M

All 13F filers, Q1 2024 → Q2 2024: 3,307,915 shares bought and 3,427,448 shares sold, net −119,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 896 holders

Bank of America Corp. 0.10% Reduce -1.5% 7,520,117 $1.0B
Goldman Sachs Group Inc. 0.08% Reduce -1.8% 3,153,868 $432.9M
Citigroup Inc. 0.41% Add +19.4% 3,088,621 $423.9M
Morgan Stanley 0.03% Add +0.7% 2,722,597 $373.7M
JPMorgan Chase & Co. 0.02% Add +24.8% 2,007,632 $275.6M
BNP Paribas Financial Markets 0.28% Reduce -10.4% 1,841,330 $252.7M
Royal Bank of Canada 0.04% Reduce -3.0% 1,277,536 $175.4M
Jane Street Group, LLC 0.15% Add +838.8% 984,228 $135.1M
UBS Group AG 0.04% Reduce -36.9% 905,610 $124.3M
Commerce Bank 0.65% Add +1.2% 730,445 $100.3M
Wells Fargo & Company 0.02% Add +6.1% 694,081 $95.3M
LPL Financial LLC 0.04% Reduce -1.0% 613,287 $84.2M
Main Management ETF Advisors, LLC 3.97% Add +2.6% 578,835 $79.5M
Healthcare of Ontario Pension Plan Trust Fund 0.20% No change 499,000 $68.5M
Two Sigma Investments, LP 0.14% Add +37.8% 423,407 $58.1M
PNC Financial Services Group, Inc. 0.03% Reduce -4.2% 368,665 $50.6M
Two Sigma Advisers, LP 0.09% Reduce -11.6% 285,399 $39.2M
Susquehanna International Group, LLP 0.07% Add +53.7% 280,725 $38.5M
Bronte Capital Management Pty Ltd. 2.93% Reduce -3.9% 272,443 $37.4M
Johns Hopkins University 1.26% Reduce -0.1% 229,449 $31.5M
Citadel Advisors 0.03% Add +4353800.0% 217,695 $29.9M
Raymond James Financial Services Advisors, Inc. 0.04% Add +24.6% 217,047 $29.8M
Raymond James & Associates 0.02% Add +4.4% 189,766 $26.0M
Commonwealth Equity Services, LLC 0.04% Reduce -4.5% 189,744 $26.0M
Rockefeller Capital Management L.P. 0.06% Add +30.6% 155,654 $21.4M
Ameriprise Financial Inc. 0.01% Add +10.9% 150,237 $20.6M
Stifel Financial Corp. 0.02% Reduce -1.1% 145,976 $20.0M
Gray Foundation 5.53% No change 131,693 $18.1M
Albion Financial Group 1.34% Add +0.0% 129,624 $17.8M
Avalon Trust Co 1.39% Add +2.5% 128,203 $17.6M
Focus Partners Wealth 0.06% Add +561.8% 124,056 $17.5M
State of Michigan Retirement System 0.09% Add +150.0% 125,000 $17.2M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -61.0% 111,718 $17.1M
Osaic Holdings, Inc. 0.04% Reduce -26.1% 118,329 $16.2M
CANADA LIFE ASSURANCE Co 0.03% Reduce -3.0% 109,528 $15.1M
DAFNA Capital Management LLC 3.40% No change 102,500 $14.1M
Cetera Investment Advisers 0.03% Add +0.4% 91,419 $12.5M
MAI Capital Management 0.12% Add +59.8% 90,483 $12.4M
Corient Private Wealth LP 0.02% Reduce -0.6% 89,017 $12.2M
Miller Investment Management, LP 1.38% Reduce -6.6% 84,084 $11.5M
Brown Advisory Inc. 0.01% Add +6.6% 82,884 $11.4M
Investment House LLC 0.63% Add +0.1% 80,738 $11.1M
HighTower Advisors, LLC 0.02% Reduce -7.8% 80,631 $11.1M
Cumberland Advisors Inc. 4.51% Reduce -3.2% 80,223 $11.0M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.6% 78,691 $10.8M
MMBG Investment Advisors Co. 1.16% No change 78,550 $10.8M
HRT Financial LP 0.06% Add +66.7% 77,664 $10.7M
Destiny Wealth Partners, LLC 1.89% Add +14.6% 76,600 $10.5M
Janney Montgomery Scott LLC 0.03% Reduce -9.2% 75,483 $10.4M
Appleton Partners Inc. 0.78% Add +1.0% 73,667 $10.1M
Factory Mutual Insurance Co. 0.11% No change 71,000 $9.7M
GYL Financial Synergies, LLC 0.74% Add +1.2% 69,894 $9.6M
Peapack Gladstone Financial Corp. 0.15% Reduce -6.9% 69,462 $9.5M
Creative Planning 0.01% Add +2.9% 67,902 $9.3M
Raelipskie Partnership 4.97% Add +0.6% 67,797 $9.3M
McGuire Investment Group, LLC 1.33% Add +0.3% 67,721 $9.3M
Aristides Capital LLC 3.84% New 66,880 $9.2M
MML Investors Services, LLC 0.04% Reduce -6.5% 66,412 $9.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.93% Add +1.0% 66,352 $9.1M
Millennium Management 0.01% Reduce -81.6% 65,303 $9.0M
Pacific Capital Wealth Advisors, Inc. 1.61% Add +27.0% 64,101 $8.8M
Envestnet Asset Management Inc. 0.00% Reduce -6.2% 62,658 $8.6M
Sanctuary Advisors, LLC 0.06% — 64,180 $8.1M
Williams Jones Wealth Management, LLC. 0.10% Reduce -2.1% 57,986 $8.0M
Calamos Advisors LLC 0.05% No change 56,295 $7.7M
GTS Securities LLC 0.16% Add +11.7% 54,769 $7.5M
Tradition Wealth Management, LLC 0.72% Add +4.4% 54,057 $7.4M
NTV Asset Management LLC 1.05% Reduce -0.6% 53,288 $7.3M
Cerity Partners LLC 0.02% Reduce -10.4% 53,274 $7.3M
SP Asset Management LLC 0.66% Reduce -4.7% 52,944 $7.3M
Blume Capital Management, Inc. 1.73% Reduce -0.4% 52,204 $7.2M
Beacon Pointe Advisors, LLC 0.08% Reduce -1.8% 48,256 $6.6M
Captrust Financial Advisors 0.02% Reduce -21.4% 48,166 $6.6M
Sicart Associates LLC 2.50% Add +440.8% 47,478 $6.5M
Blair William & Co. 0.02% Reduce -7.1% 47,144 $6.5M
Neville Rodie & Shaw Inc. 0.49% Reduce -0.6% 46,852 $6.4M
Kestra Advisory Services, LLC 0.03% Add +20.1% 45,265 $6.0M
Howard Capital Management Group, LLC 0.44% Reduce -0.9% 43,767 $6.0M
Crescent Grove Advisors, LLC 0.66% Reduce -8.7% 43,549 $6.0M
Michelson Medical Research Foundation, Inc. 5.12% No change 43,395 $6.0M
Colonial Trust Advisors 0.56% Reduce -2.7% 42,718 $5.9M
Associated Banc-Corp 0.18% Add +2.7% 42,551 $5.8M
Harbour Investment Management LLC 2.69% Add +4.3% 42,355 $5.8M
Forbes J M & Co. LLP 0.58% Add +1.9% 41,387 $5.7M
Barclays PLC 0.00% Add +2022.5% 41,091 $5.6M
First Interstate Bank 0.37% Reduce -1.4% 40,531 $5.6M
Lido Advisors, LLC 0.05% Add +2.3% 40,359 $5.5M
FRG Family Wealth Advisors LLC 1.01% Reduce -1.4% 37,095 $5.2M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -8.0% 37,632 $5.2M
Bank of Montreal 0.00% Add +2.6% 36,198 $5.1M
Paloma Partners Management Co 0.55% Add +179.8% 36,968 $5.1M
Oppenheimer & Co. Inc. 0.08% Reduce -0.9% 35,426 $4.9M
Truist Financial Corp. 0.01% Reduce -50.7% 35,359 $4.9M
Toth Financial Advisory Corp. 0.61% Reduce -0.8% 35,147 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -12.3% 35,062 $4.8M
SOL Capital Management CO 0.58% Add +19.8% 34,975 $4.8M
Evergreen Capital Management LLC 0.17% Reduce -2.4% 34,734 $4.8M
Alpha Family Trust 2.78% No change 34,608 $4.8M
Analyst IMS Investment Management Services Ltd. 0.19% No change 33,758 $4.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 33,532 $4.6M
Private Advisor Group, LLC 0.03% Reduce -12.9% 33,307 $4.6M
Chesley Taft & Associates LLC 0.23% Add +1.1% 32,932 $4.5M
Mariner, LLC 0.01% Reduce -38.4% 30,333 $4.2M
Mirador Capital Partners LP 0.77% Add +3.0% 29,686 $4.1M
NBT Bank, N.A. 0.29% Reduce -2.8% 29,474 $4.0M
Moors & Cabot, Inc. 0.21% Reduce -1.1% 29,041 $4.0M
Ameritas Advisory Services, LLC 0.15% Add +25.9% 28,920 $4.0M
Baird Financial Group, Inc. 0.01% Reduce -65.4% 28,050 $3.9M
Robbins Farley 1.99% Add +4.4% 27,229 $3.7M
Steward Partners Investment Advisory, LLC 0.04% Reduce -6.9% 25,980 $3.6M
Proquility Private Wealth Partners, LLC 1.20% Add +2.4% 25,524 $3.5M
Perkins Coie Trust Co 0.80% Add +0.3% 25,184 $3.5M
Northern Trust Corp. 0.00% Reduce -9.0% 24,885 $3.4M
Etfidea, LLC 1.15% Reduce -0.2% 24,697 $3.4M
Condor Capital Management 0.32% Reduce -2.6% 24,625 $3.4M
Oppenheimer Asset Management Inc. 0.04% Add +9.6% 24,424 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Reduce -12.5% 24,400 $3.3M
Glenmede Trust Co. NA 0.02% Add +46.5% 23,687 $3.3M
SVB Wealth LLC 0.08% Reduce -0.5% 23,465 $3.2M
FAS Wealth Partners, Inc. 0.27% Reduce -2.3% 22,937 $3.1M
Traynor Capital Management, Inc. 0.26% Add +4.5% 22,479 $3.1M
Atom Investors LP 0.30% Add +7.1% 22,187 $3.0M
Gerber Kawasaki Wealth & Investment Management 0.15% Reduce -1.1% 22,133 $3.0M
Waverly Advisors, LLC 0.06% Add +96.8% 22,085 $3.0M
Evolution Wealth Advisors, LLC 0.58% Add +8.1% 21,822 $3.0M
SlateStone Wealth, LLC 0.32% Reduce -2.3% 21,711 $3.0M
Lyell Wealth Management, LP 0.28% Add +0.7% 21,539 $3.0M
Brookstone Capital Management 0.05% Add +203.5% 20,117 $2.9M
Atria Wealth Solutions, Inc. 0.03% Reduce -24.4% 20,921 $2.9M
KCM Investment Advisors LLC 0.10% Reduce -0.3% 20,850 $2.9M
Keybank National Association 0.01% Reduce -0.4% 20,326 $2.8M
Martin & Co. Inc. 0.70% Reduce -0.5% 20,216 $2.8M
Snider Financial Group 1.06% No change 20,030 $2.7M
Tocqueville Asset Management L.P. 0.05% No change 20,016 $2.7M
Burns J W & Co. Inc. 0.37% Reduce -2.6% 19,908 $2.7M
Bank of New York Mellon Corp 0.00% Reduce -0.6% 19,713 $2.7M
Sandy Spring Bank 0.12% Reduce -11.3% 19,487 $2.7M
Blue Square Asset Management, LLC 1.55% Add +20.5% 19,322 $2.7M
Rye Brook Capital LLC 3.48% Reduce -52.2% 19,300 $2.6M
Cresset Asset Management, LLC 0.01% Add +21.7% 19,206 $2.6M
Bray Capital Advisors 0.66% Add +1.7% 19,169 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Reduce -7.2% 18,771 $2.6M
Pursue Wealth Partners LLC 1.39% Add +1.2% 18,545 $2.5M
Marion Wealth Management 0.74% Add +3.3% 18,429 $2.5M
Comerica Bank 0.01% Reduce -2.5% 18,154 $2.5M
Marshall Wace, LLP 0.00% New 18,089 $2.5M
Quantitative Investment Management, LLC 0.27% New 18,071 $2.5M
Crestwood Advisors Group, LLC 0.05% Reduce -1.0% 17,899 $2.5M
Franklin Resources Inc. 0.00% Reduce -5.4% 17,705 $2.4M
Composition Wealth, LLC 0.06% Reduce -29.0% 17,657 $2.4M
Dakota Wealth Management 0.06% Reduce -1.7% 17,363 $2.4M
Merit Financial Group, LLC 0.05% Reduce -1.8% 17,160 $2.4M
D. E. Shaw & Co. 0.00% Reduce -77.2% 17,145 $2.4M
Valicenti Advisory Services Inc. 0.62% Reduce -6.7% 16,845 $2.3M
Greenline Partners, LLC 0.35% No change 16,847 $2.3M
Westside Investment Management, Inc. 0.53% Add +19.1% 16,798 $2.3M
ArchPoint Investors 0.86% No change 16,750 $2.3M
Clarity Wealth Advisors, LLC 0.74% Reduce -23.7% 16,600 $2.3M
Global Retirement Partners, LLC 0.07% Add +30.0% 16,314 $2.2M
Bank Pictet & Cie (Europe) AG 0.05% No change 16,280 $2.2M
1ST Source Bank 0.13% Reduce -0.5% 16,175 $2.2M
First National Corp. /Ma/ 0.52% Add +5.2% 15,901 $2.2M
Choate Investment Advisors 0.06% No change 15,602 $2.1M
M&R Capital Management Inc. 0.51% Reduce -0.3% 15,526 $2.1M
Busey Bank 0.07% Reduce -1.5% 15,335 $2.1M
FIL Ltd 0.00% Reduce -2.2% 15,307 $2.1M
Bar Harbor Wealth Management 0.14% Reduce -5.0% 15,317 $2.1M
DAVENPORT & Co LLC 0.01% Add +0.9% 15,159 $2.1M
Graves Light Lenhart Wealth, Inc. 0.24% Reduce -0.5% 15,142 $2.1M
Intellectus Partners, LLC 0.56% Reduce -12.0% 14,756 $2.0M
CENTRAL TRUST Co 0.05% No change 14,570 $2.0M
Empirical Asset Management, LLC 0.74% Reduce -4.4% 14,368 $2.0M
Boston Research & Management Inc. 0.49% Reduce -3.7% 14,242 $2.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.40% No change 14,101 $1.9M
Quintet Private Bank (Europe) S.A. 0.11% Add +95.3% 12,219 $1.9M
Equitable Holdings, Inc. 0.02% Add +38.7% 13,747 $1.9M
Wealthspire Advisors, LLC 0.02% No change 13,740 $1.9M
Fifth Third Bancorp 0.01% Reduce -0.2% 13,727 $1.9M
Capital Insight Partners, LLC 0.35% Add +5.9% 13,692 $1.9M
US Bancorp \de 0.00% Reduce -7.2% 13,650 $1.9M
Advantage Trust Co 1.34% Reduce -1.9% 13,639 $1.9M
Flow Traders U.S. LLC 0.09% Reduce -40.5% 13,575 $1.9M
SG Americas Securities, LLC 0.01% Reduce -3.8% 13,541 $1.9M
Mercer Global Advisors Inc. 0.01% Reduce -2.9% 13,456 $1.8M
HCR Wealth Advisors 0.26% Add +0.6% 13,453 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -5.7% 13,254 $1.8M
Texas Yale Capital Corp. 0.09% No change 13,255 $1.8M
Centiva Capital, LP 0.09% New 13,250 $1.8M
Pinnacle Associates Ltd. 0.03% Reduce -1.5% 13,197 $1.8M
Prudential PLC 0.01% Reduce -15.6% 13,140 $1.8M
Martin Capital Advisors, LLP 1.34% Reduce -1.2% 13,036 $1.8M
Rwa Wealth Partners, LLC 0.02% Reduce -6.3% 12,863 $1.8M
Harbor Advisory Corp. 0.61% Add +0.1% 12,789 $1.8M
Greytown Advisors Inc. 1.03% Add +1.6% 12,740 $1.7M
New England Private Wealth Advisors LLC 0.30% Add +0.0% 12,666 $1.7M
White Lighthouse Investment Management Inc. 0.33% Reduce -0.1% 12,568 $1.7M
Westwood Wealth Management 0.67% Reduce -1.2% 12,325 $1.7M
BTG Pactual Asset Management US LLC 0.42% — 12,271 $1.7M
Twin Focus Capital Partners, LLC 0.27% Add +7.0% 12,245 $1.7M
Quantbot Technologies LP 0.08% New 12,244 $1.7M
Bellwether Advisors, LLC 0.35% Reduce -0.8% 12,156 $1.7M
FMR LLC 0.00% Reduce -1.1% 12,118 $1.7M
Tudor Investment Corporation 0.02% New 12,057 $1.7M
Wesbanco Bank Inc. 0.06% Add +156.6% 11,997 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +156.2% 11,882 $1.6M
B. Riley Wealth Advisors, Inc. 0.04% Add +2.0% 11,722 $1.6M
Eagle Strategies LLC 0.31% Add +551.8% 11,674 $1.6M
NewEdge Advisors, LLC 0.01% Add +20.1% 11,633 $1.6M
Clarus Wealth Advisors 0.85% Add +3.8% 11,343 $1.6M
Novak & Powell Financial Services, Inc. 0.99% Add +32.7% 11,590 $1.6M
Family Firm, Inc. 0.35% Add +230.9% 37,822 $1.6M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.1% 11,204 $1.5M
Telos Capital Management, Inc. 0.17% Add +1.6% 11,139 $1.5M
Signature Wealth Management Partners, LLC 1.15% Reduce -6.2% 11,046 $1.5M
Synovus Financial Corp. 0.02% Add +0.1% 10,945 $1.5M
Transcend Capital Advisors, LLC 0.11% Reduce -0.8% 10,907 $1.5M
CTC Alternative Strategies, Ltd. 0.63% New 10,900 $1.5M
Wealthcare Advisory Partners LLC 0.05% Add +0.3% 10,872 $1.5M
Colonial Trust Co / SC 0.26% Reduce -1.3% 10,867 $1.5M
Integrated Wealth Concepts LLC 0.02% Add +9.8% 10,827 $1.5M
Capital Investment Advisors, LLC 0.03% Reduce -0.8% 10,822 $1.5M
Bradley Foster & Sargent Inc. 0.03% Add +4.8% 10,792 $1.5M
Magnus Financial Group LLC 0.17% Reduce -7.2% 10,726 $1.5M
Scotia Capital Inc. 0.01% Reduce -35.7% 10,718 $1.5M
Caz Investments LP 2.16% No change 10,700 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -98.4% 10,662 $1.5M
&partners 0.06% Add +65.8% 10,580 $1.5M
Blue Fin Capital, Inc. 0.29% Add +0.7% 10,516 $1.4M
Mutual Advisors, LLC 0.04% Reduce -10.2% 9,708 $1.4M
Security National Bank of So Dak 0.86% Add +0.7% 10,461 $1.4M
Garrison Point Advisors, LLC 0.95% Add +1.5% 10,442 $1.4M
Patriot Investment Management Group, Inc. 0.11% No change 10,347 $1.4M
Columbus Macro, LLC 0.55% New 10,271 $1.4M
Canton Hathaway, LLC 0.38% No change 10,051 $1.4M
Banque Cantonale Vaudoise 0.06% Reduce -49.2% 10,052 $1.4M
J. Goldman & Co LP 0.05% New 10,000 $1.4M
Cannell & Spears LLC 0.03% No change 9,988 $1.4M
WealthCare Investment Partners, LLC 0.64% Add +4.2% 9,971 $1.4M
D.A. Davidson & Co. 0.01% Reduce -16.2% 9,936 $1.4M
Burke & Herbert Bank & Trust Co. 0.33% New 9,894 $1.4M
RS Crum Inc. 0.35% No change 9,783 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -42.5% 9,763 $1.3M
Beaumont Financial Advisors, LLC 0.11% Reduce -1.6% 9,574 $1.3M
Means Investment Co., Inc. 0.16% Reduce -6.0% 9,543 $1.3M
Sculati Wealth Management, LLC 0.56% Reduce -17.4% 9,526 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.8% 9,514 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -11.5% 9,473 $1.3M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -6.8% 9,453 $1.3M
Security National Bank of Sioux City Iowa 0.92% Reduce -1.0% 9,265 $1.3M
Audent Global Asset Management, LLC 1.32% Reduce -16.8% 9,229 $1.3M
IFG Advisory, LLC 0.08% Reduce -14.5% 9,213 $1.3M
Biltmore Family Office, LLC 0.23% No change 9,165 $1.3M
Towercrest Capital Management 0.21% Reduce -37.3% 9,163 $1.3M
Apollon Wealth Management, LLC 0.04% Reduce -1.9% 9,002 $1.2M
Financial Advocates Investment Management 0.08% Add +346.9% 8,965 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -9.7% 8,964 $1.2M
Beck Bode, LLC 0.25% Reduce -21.9% 8,946 $1.2M
VERITY Wealth Advisors 0.91% No change 8,898 $1.2M
Independent Financial Group, LLC 0.05% Reduce -6.6% 8,868 $1.2M
Connecticut Wealth Management, LLC 0.06% Reduce -3.5% 8,696 $1.2M
Focus Financial Network, Inc. 0.05% Add +0.2% 8,147 $1.2M
PFG Investments, LLC 0.08% Reduce -6.5% 8,657 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -2.9% 8,603 $1.2M
Courier Capital LLC 0.09% No change 8,562 $1.2M
City State Bank 0.48% Reduce -0.2% 8,495 $1.2M
Essex Financial Services, Inc. 0.09% Add +16.3% 8,191 $1.2M
Knollwood Investment Advisory, LLC 0.13% Reduce -30.3% 8,384 $1.2M
Acropolis Investment Management, LLC 0.07% Reduce -1.7% 8,338 $1.1M
Rockingstone Advisors LLC 0.58% Reduce -0.6% 8,260 $1.1M
Signature Estate & Investment Advisors LLC 0.03% New 8,232 $1.1M
Adell Harriman & Carpenter Inc. 0.09% Reduce -17.3% 8,198 $1.1M
SteelPeak Wealth, LLC 0.05% Add +5.1% 8,161 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +16.1% 8,144 $1.1M
Knightsbridge Asset Management, LLC 0.28% Reduce -1.1% 8,097 $1.1M
Main Street Financial Solutions, LLC 0.10% Add +1.0% 8,002 $1.1M
Glaxis Capital Management, LLC 1.91% New 8,000 $1.1M
Nwi Management LP 0.14% No change 8,000 $1.1M
Cwm, LLC 0.01% Add +1.3% 7,835 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -4.9% 7,539 $1.0M
Deltec Asset Management LLC 0.20% Reduce -34.8% 7,500 $1.0M
Shulman DeMeo Asset Management LLC 0.27% No change 7,434 $1.0M
Baltimore-Washington Financial Advisors, Inc. 0.06% Add +3.0% 7,411 $1.0M
Wolverine Trading, LLC 0.02% New 7,336 $1.0M
Webster Bank, N. A. 0.11% No change 7,314 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -16.7% 7,276 $1.0M
Richmond Brothers, Inc. 1.98% Reduce -11.6% 7,290 $1.0M
CHURCHILL MANAGEMENT Corp 0.01% Reduce -10.3% 7,259 $996K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.9% 7,220 $991K
KKM Financial LLC 0.47% Add +24.6% 7,209 $981K
Proffitt & Goodson Inc. 0.17% Add +0.6% 7,086 $973K
Fiduciary Trust Co 0.01% Reduce -64.8% 7,036 $966K
Two Sigma Securities, LLC 0.05% Add +31.5% 7,023 $964K
Pathstone Holdings, LLC 0.00% Reduce -19.0% 7,012 $962K
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -7.9% 7,005 $962K
Kanawha Capital Management LLC 0.07% Add +63.7% 6,952 $954K
LM Advisors LLC 0.19% Reduce -2.6% 7,787 $950K
Banque Pictet & Cie SA 0.01% No change 6,890 $946K
Bigelow Investment Advisors, LLC 0.45% Add +18.3% 6,889 $946K
Jones Financial Companies LLLP 0.00% Add +793.4% 6,888 $945K
Stegent Equity Advisors, Inc. 0.98% New 6,829 $937K
Northeast Financial Consultants Inc 0.04% Reduce -1.7% 6,810 $935K
IHT Wealth Management, LLC 0.03% Reduce -12.6% 6,718 $922K
Grassi Investment Management 0.08% Reduce -39.9% 6,709 $921K
Pine Valley Investments Ltd Liability Co 0.07% Reduce -2.2% 6,701 $920K
NewEdge Wealth, LLC 0.02% Reduce -19.2% 6,675 $916K
Richard W. Paul & Associates, LLC 0.35% Add +16.5% 6,670 $916K
My Personal CFO, LLC 0.49% No change 6,640 $911K
O'ROURKE & COMPANY, Inc 0.51% No change 6,625 $909K
Regions Financial Corp. 0.01% Add +2.1% 6,611 $907K
Great Valley Advisor Group, Inc. 0.02% Reduce -50.5% 6,490 $891K
Keebeck Wealth Management 0.13% No change 6,425 $882K
Shepherd Financial Partners LLC 0.11% Add +0.4% 6,408 $880K
Snowden Capital Advisors LLC 0.03% Add +2.1% 6,383 $876K
Summit Financial, LLC 0.04% Add +10.7% 6,346 $871K
Sigma Planning Corp 0.03% Add +5.3% 6,340 $870K
Modera Wealth Management, LLC 0.01% Reduce -1.4% 6,296 $864K
Dearborn Partners LLC 0.04% Reduce -2.5% 6,270 $861K
BigSur Wealth Management LLC 0.26% No change 6,220 $854K
Principle Wealth Partners LLC 0.06% Reduce -2.4% 6,212 $853K
Minot Capital, LP 0.25% No change 6,158 $845K
ProVise Management Group, LLC 0.07% Reduce -2.3% 6,145 $843K
Whittier Trust Co. 0.01% No change 6,127 $841K
Calton & Associates, Inc. 0.40% Reduce -6.8% 5,837 $801K
Pacific Sun Financial Corp 0.47% Reduce -7.3% 5,837 $801K
Sovereign Financial Group, Inc. 0.20% Reduce -0.4% 5,816 $798K
First Merchants Corp. 0.03% Reduce -43.6% 5,783 $794K
TrinityPoint Wealth, LLC 0.12% Reduce -1.9% 5,775 $793K
Counterweight Ventures, LLC 0.60% Add +4.4% 5,761 $791K
Sharper & Granite LLC 0.37% Add +2.0% 5,715 $784K
Harbour Capital Advisors, LLC 0.18% No change 5,658 $775K
Sound View Wealth Advisors Group, LLC 0.08% Reduce -1.1% 5,642 $774K
Chelsea Counsel Co. 0.38% Reduce -1.8% 5,610 $770K
Bailard, Inc. 0.02% Reduce -4.1% 5,553 $762K
Cullen/Frost Bankers, Inc. 0.01% No change 5,550 $762K
Brevan Howard Capital Management LP 0.05% New 5,530 $759K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.9% 5,530 $759K
Ascent Group, LLC 0.06% No change 5,389 $740K
Gladstone Institutional Advisory LLC 0.04% Reduce -1.2% 5,368 $737K
Ashton Thomas Private Wealth, LLC 0.04% No change 5,291 $726K
Smith, Moore & Co. 0.07% Add +3.1% 5,260 $722K
Haverford Trust Co 0.01% No change 5,177 $711K
Bank of Nova Scotia 0.00% Add +117.6% 5,125 $703K
Wedbush Securities Inc. 0.03% Reduce -34.0% 5,119 $703K
Arrowroot Family Office, LLC 0.45% Reduce -1.9% 5,120 $703K
American State Bank (Iowa) 0.45% No change 5,082 $698K
Ieq Capital, LLC 0.01% Add +47.7% 5,068 $696K
Advisory Services Network, LLC 0.01% Add +3.3% 5,016 $688K
Bayesian Capital Management, LP 0.08% New 5,000 $686K
EverSource Wealth Advisors, LLC 0.05% Add +34.2% 4,622 $684K
Stephens Inc. 0.01% Reduce -26.0% 4,959 $681K
Milestone Investment Advisors LLC 0.18% Add +4.2% 4,944 $679K
Walleye Capital LLC 0.01% Reduce -45.2% 4,936 $678K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -0.3% 4,927 $676K
Fidelis Capital Partners, LLC 0.10% Add +49.8% 4,844 $669K
IFP Advisors, Inc 0.03% Reduce -5.7% 4,845 $665K
Axxcess Wealth Management, LLC 0.02% Reduce -13.5% 4,802 $659K
Summit Trail Advisors, LLC 0.02% New 4,797 $658K
Debussy Capital Management LP 0.19% Add +2.1% 4,782 $656K
Dynamic Advisor Solutions LLC 0.02% Reduce -4.6% 4,774 $655K
Avantax Advisory Services, Inc. 0.00% Reduce -10.9% 4,712 $647K
MGB Wealth Management, LLC 0.24% No change 4,405 $638K
Cibc World Market Inc. 0.00% Add +9.9% 4,619 $634K
Headinvest, LLC 0.12% Reduce -4.1% 4,608 $632K
Lanark Financial, Inc. 0.06% Reduce -4.3% 4,598 $631K
PFG Advisors 0.04% Reduce -2.4% 4,542 $623K
Kestra Private Wealth Services, LLC 0.01% Reduce -9.2% 4,529 $622K
Ping Capital Management, Inc. 0.39% — 4,500 $618K
Humankind Investments LLC 0.16% No change 4,500 $618K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% New 4,493 $617K
Arkadios Wealth Advisors 0.04% Reduce -1.2% 4,469 $613K
Finer Wealth Management, Inc. 0.39% Add +107.5% 4,456 $612K
Aft, Forsyth & Company, Inc. 0.30% Add +0.7% 4,394 $603K
Jefferies Financial Group Inc. 0.01% Reduce -80.6% 4,361 $599K
Tyche Wealth Partners LLC 0.14% Reduce -24.3% 4,339 $596K
Steele Capital Management, Inc. 0.03% Add +16.0% 4,321 $593K
Capital Investment Advisory Services, LLC 0.06% Reduce -2.8% 4,320 $593K
Core Wealth Partners LLC 0.40% Reduce -0.0% 4,274 $587K
Monograph Wealth Advisors, LLC 0.08% No change 4,210 $578K
M&T Bank Corp 0.00% Reduce -26.5% 4,191 $575K
Comprehensive Financial Consultants Institutional, Inc. 0.23% Reduce -0.1% 4,188 $575K
Navis Wealth Advisors, LLC 0.66% Reduce -4.1% 4,187 $575K
Marco Investment Management LLC 0.05% No change 4,186 $575K
Ellis Investment Partners, LLC 0.12% Reduce -13.2% 4,161 $571K
Kelman-Lazarov, Inc. 0.11% No change 4,133 $567K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -43.7% 4,075 $559K
Penbrook Management LLC 0.34% No change 4,050 $556K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.6% 4,002 $549K
Circle Wealth Management, LLC 0.01% No change 3,974 $545K
Liberty Wealth Management LLC 0.10% Reduce -4.5% 3,970 $545K
Fort Sheridan Advisors LLC 0.09% Add +1.3% 3,926 $539K
Community Financial Services Group, LLC 0.12% No change 3,924 $539K
Abbot Financial Management, Inc. 0.29% No change 3,917 $538K
Ancora Advisors LLC 0.01% Reduce -3.2% 3,904 $536K
Simplex Trading, LLC 0.02% Reduce -24.6% 3,901 $535K
National Bank of Canada 0.00% Add +9.1% 3,895 $533K
ICICI Prudential Asset Management Co Ltd 0.06% No change 3,877 $532K
Belpointe Asset Management LLC 0.04% Reduce -3.1% 3,871 $531K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% Reduce -64.4% 3,847 $528K
Fernwood Investment Management, LLC 0.16% Reduce -0.7% 3,846 $528K
Valley National Advisers Inc. 0.08% Reduce -25.3% 3,829 $525K
Johnson Investment Counsel Inc. 0.01% Reduce -23.2% 3,825 $525K
KWB Wealth 0.07% No change 3,816 $524K
Moneta Group Investment Advisors LLC 0.01% Reduce -2.0% 3,802 $522K
Principal Securities, Inc. 0.01% Reduce -1.4% 3,799 $521K
Edgestream Partners, L.P. 0.02% Add +18.6% 3,772 $518K
Financial Counselors Inc. 0.01% Add +3.9% 3,771 $518K
Hanson & Doremus Investment Management 0.09% Reduce -5.0% 3,767 $517K
O'shaughnessy Asset Management, LLC 0.01% Add +89.6% 3,766 $517K
Bourgeon Capital Management LLC 0.10% Add +1.9% 3,745 $514K
Independent Wealth Network Inc. 0.24% Reduce -2.6% 3,726 $511K
Waters Parkerson & Co., LLC 0.03% Add +54.2% 3,700 $508K
Florin Court Capital LLP 0.70% Reduce -76.0% 3,700 $508K
Creekside Partners 0.28% — 3,700 $508K
Neuberger Berman Group LLC 0.00% Add +3.4% 3,685 $506K
Anchor Investment Management, LLC 0.05% Reduce -23.4% 3,678 $505K
HSBC Holdings PLC 0.00% Add +47.1% 3,670 $504K
InTrack Investment Management Inc 0.36% Reduce -14.0% 3,659 $502K
T. Rowe Price Associates Inc. 0.00% No change 3,614 $497K
Marathon Capital Management 0.13% No change 3,615 $496K
Thrive Capital Management, LLC 0.23% New 3,606 $495K
Middleton & Co. Inc. 0.06% No change 3,600 $494K
Glassman Wealth Services 0.09% Add +1.4% 3,598 $494K
Institute for Wealth Management, LLC. 0.07% Add +3.0% 3,597 $494K
Coastwise Capital Group, LLC 0.48% Reduce -7.7% 3,595 $494K
Brandywine Oak Private Wealth LLC 0.05% Reduce -10.3% 3,595 $493K
Perigon Wealth Management, LLC 0.01% Reduce -61.2% 3,594 $493K
Concurrent Investment Advisors, LLC 0.02% Add +21.3% 3,589 $493K
Navellier & Associates Inc. 0.06% New 3,565 $489K
Chemistry Wealth Management LLC 0.13% No change 3,560 $489K
Private Trust Co. NA 0.05% Add +227.1% 3,513 $482K
Altfest L J & Co. Inc. 0.07% Reduce -5.6% 3,515 $482K
Hennion & Walsh Asset Management, Inc. 0.02% No change 3,510 $482K
Farther Finance Advisors, LLC 0.02% Add +4.9% 3,506 $480K
Caprock Group, LLC 0.02% Reduce -0.8% 3,475 $477K
Choreo, LLC 0.01% Add +54.9% 3,465 $475K
Carolinas Wealth Consulting LLC 0.09% Add +0.0% 3,457 $474K
Emfo, LLC 0.41% No change 3,366 $462K
SeaCrest Wealth Management, LLC 0.05% Reduce -4.0% 3,363 $462K
Flagship Private Wealth, LLC 0.27% Reduce -16.7% 3,361 $461K
New Potomac Partners, LLC 0.25% Reduce -2.9% 3,360 $461K
SevenBridge Financial Group, LLC 0.10% Reduce -3.6% 3,174 $447K
Econ Financial Services Corp 0.28% Add +12.0% 3,248 $446K
Peregrine Asset Advisers, Inc. 0.18% No change 3,245 $445K
J.W. Cole Advisors, Inc. 0.02% Reduce -47.2% 3,243 $445K
First Horizon Advisors, Inc. 0.01% No change 3,230 $443K
Triumph Capital Management 0.17% Reduce -14.6% 3,226 $443K
SPC Financial, Inc. 0.04% No change 3,190 $438K
Griffin Asset Management, Inc. 0.05% No change 3,165 $434K
Triangle Securities Wealth Management 0.12% No change 3,144 $432K
Marotta Asset Management 0.09% No change 3,148 $431K
Bank of New Hampshire 0.11% Reduce -10.1% 3,132 $430K
Freedom Investment Management, Inc. 0.04% Reduce -63.7% 3,128 $429K
Kingsview Wealth Management, LLC 0.01% Add +10.1% 3,105 $426K
Clear Harbor Asset Management, LLC 0.04% Reduce -18.8% 3,105 $426K
King Wealth Management Group 0.07% Reduce -3.3% 3,104 $426K
Mirabella Financial Services LLP 0.04% Reduce -88.3% 3,069 $421K
Maltin Wealth Management, Inc. 0.22% Reduce -2.6% 3,040 $417K
NorthCoast Asset Management LLC 0.00% Reduce -8.0% 3,038 $417K
Cladis Investment Advisory, LLC 0.30% Add +3.9% 3,035 $417K
Optimum Investment Advisors 0.19% Add +2.9% 3,024 $415K
Wescott Financial Advisory Group, LLC 0.05% No change 3,023 $415K
PVG Asset Management Corp. 1.64% — 3,022 $415K
Mission Wealth Management, LP 0.01% No change 3,022 $415K
Orleans Capital Management Corp. 0.26% Add +2.1% 3,017 $414K
PAX Financial Group, LLC 0.08% No change 3,000 $412K
Mechanics Bank Trust Department 0.06% Reduce -7.7% 3,000 $412K
West Coast Financial LLC 0.05% No change 3,000 $412K
Oakworth Capital, Inc. 0.03% No change 3,000 $412K
Rothschild Investment LLC 0.03% Add +100.0% 3,000 $412K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,985 $410K
Exencial Wealth Advisors, LLC 0.02% Reduce -9.3% 2,985 $410K
Clare Market Investments LLC 0.11% Reduce -14.6% 2,953 $405K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -4.0% 2,943 $404K
Fishman Jay A Ltd. 0.04% No change 2,940 $404K
NorthCrest Asset Manangement, LLC 0.01% Reduce -1.2% 2,930 $402K
International Assets Investment Management, LLC 0.04% Add +7.3% 2,929 $402K
Baxter Bros Inc. 0.05% Reduce -18.9% 2,924 $401K
One Capital Management, LLC 0.01% New 2,913 $400K
JTC Employer Solutions Trustee Ltd 0.03% No change 2,909 $399K
Savant Capital, LLC 0.00% Reduce -8.3% 2,864 $393K
CX Institutional 0.02% Add +0.7% 2,856 $392K
Werba Rubin Papier Wealth Management 0.11% Add +44.6% 2,842 $390K
Secure Asset Management, LLC 0.07% Add +52.0% 2,830 $388K
Montag A & Associates Inc. 0.02% No change 2,820 $387K
Ted Buchan & Co 0.21% Reduce -20.0% 2,810 $386K
Carret Asset Management, LLC 0.04% Reduce -0.3% 2,804 $385K
Patten Group, Inc. 0.09% Reduce -27.7% 2,800 $384K
SFE Investment Counsel 0.08% Add +3.3% 2,769 $380K
LJI Wealth Management, LLC 0.08% No change 2,767 $380K
XML Financial, LLC 0.04% Reduce -8.3% 2,767 $380K
EWG Elevate Inc. 0.14% Add +7.0% 2,745 $377K
Joel Isaacson & Co., LLC 0.02% No change 2,735 $375K
Prospera Financial Services Inc 0.01% Reduce -15.0% 2,728 $374K
Capital Market Strategies LLC 0.24% Add +19.8% 2,727 $374K
Chicago Partners Investment Group LLC 0.01% Reduce -10.5% 2,530 $374K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -11.6% 2,715 $373K
Fulton Breakefield Broenniman LLC 0.03% No change 2,687 $369K
TD Private Client Wealth LLC 0.01% Reduce -10.7% 2,687 $369K
Hoylecohen, LLC 0.03% New 2,678 $368K
Simmons Bank 0.03% No change 2,675 $367K
Heritage Investment Group, Inc. 0.05% No change 2,675 $367K
Fisher Asset Management 0.00% Reduce -15.4% 2,663 $366K
Beacon Investment Advisory Services, Inc. 0.02% No change 2,650 $364K
Signet Financial Management, LLC 0.05% Add +3.0% 2,649 $364K
Leo Wealth, LLC 0.04% Add +11.6% 2,647 $363K
Pinnacle Financial Partners Inc 0.01% No change 2,625 $360K
Dover Advisors, LLC 0.22% Reduce -6.0% 2,618 $359K
Acorn Financial Advisory Services Inc. 0.07% No change 2,609 $358K
Investmark Advisory Group LLC 0.19% Reduce -0.0% 2,583 $355K
Baldwin Investment Management, LLC 0.05% No change 2,565 $352K
Jacobi Capital Management LLC 0.03% Add +0.6% 2,545 $349K
Rehmann Capital Advisory Group 0.02% New 2,528 $347K
Castle Rock Wealth Management, LLC 0.09% Add +10.4% 2,527 $346K
Tyler-Stone Wealth Management 0.14% Add +6.9% 2,521 $346K
Vise Technologies, Inc. 0.06% Reduce -41.2% 2,515 $345K
Seed Wealth Management, Inc. 0.30% Add +5.9% 2,500 $343K
Bay Rivers Group 0.18% No change 2,499 $343K
Warner Financial, Inc. 0.17% No change 2,486 $341K
Raffa Wealth Management, LLC 0.10% No change 2,479 $340K
NORTHSTAR ASSET MANAGEMENT Co 0.08% No change 2,475 $340K
RB Capital Management, LLC 0.09% No change 2,469 $339K
Arrien Investments, Inc. 0.26% Reduce -67.7% 2,458 $337K
Vontobel Holding Ltd. 0.00% Reduce -3.2% 2,435 $334K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -1.3% 2,413 $331K
Sequoia Financial Advisors, LLC 0.00% No change 2,409 $331K
Legacy Edge Advisors, LLC 0.06% Reduce -1.1% 2,401 $330K
Moloney Securities Asset Management, LLC 0.05% Reduce -3.6% 2,400 $329K
Buckingham Strategic Wealth, LLC 0.00% Reduce -2.5% 2,389 $328K
Wealthgarden F.S. LLC 0.34% — 2,369 $325K
Integrated Advisors Network LLC 0.02% Reduce -12.9% 2,369 $325K
Clearwater Capital Advisors, LLC 0.03% No change 2,344 $322K
Tiaa Trust, National Association 0.00% Reduce -5.0% 2,329 $320K
Procyon Advisors, LLC 0.02% No change 2,329 $320K
Northstar Group, Inc. 0.06% Reduce -22.0% 2,318 $318K
Hyman Charles D 0.02% No change 2,319 $318K
NorthRock Partners, LLC 0.01% Reduce -2.1% 2,296 $315K
HBK Sorce Advisory LLC 0.01% Reduce -18.8% 2,283 $313K
Beverly Hills Private Wealth, LLC 0.07% No change 2,279 $313K
Weil Company, Inc. 0.11% No change 2,279 $313K
Atlas Private Wealth Advisors 0.05% New 2,278 $313K
Bangor Savings Bank 0.03% Reduce -9.1% 2,278 $313K
Robertson Stephens Wealth Management, LLC 0.02% Add +37.4% 2,278 $313K
Spire Wealth Management 0.01% Reduce -4.5% 2,260 $310K
Salem Investment Counselors Inc. 0.01% No change 2,255 $310K
World Investment Advisors 0.02% New 2,251 $309K
Aspen Wealth Strategies, LLC 0.21% Add +4.9% 2,107 $308K
MTM Financial Group, LLC 0.20% Reduce -3.1% 2,307 $308K
Neumann Capital Management, LLC 0.11% No change 2,238 $307K
Focus Partners Advisor Solutions, LLC 0.01% New 2,219 $305K
Avidian Wealth Enterprises, LLC 0.01% Reduce -3.4% 2,198 $302K
Certuity, LLC 0.02% Reduce -22.5% 2,194 $301K
Southern Capital Advisors, LLC 0.19% No change 2,193 $301K
Brick & Kyle, Associates 0.12% Reduce -8.8% 2,167 $297K
Family Manage LLC 0.05% Reduce -58.8% 2,153 $296K
First Nebraska Trust Co 0.03% Reduce -3.4% 2,151 $295K
Regal Investment Advisors LLC 0.02% Reduce -10.3% 2,143 $294K
Wellington Shields Capital Management, LLC 0.05% No change 2,140 $294K
Welch & Forbes LLC 0.00% Reduce -3.4% 2,107 $293K
Regent Peak Wealth Advisors LLC 0.07% No change 2,127 $292K
Broadleaf Partners, LLC 0.07% Reduce -1.0% 2,122 $291K
HB Wealth Management, LLC 0.00% Add +19.1% 2,088 $287K
Kovack Advisors, Inc. 0.03% No change 2,086 $286K
Arete Wealth Advisors, LLC 0.02% New 2,089 $286K
Wedmont Private Capital 0.02% No change 1,950 $283K
Samalin Investment Counsel, LLC 0.13% No change 2,059 $283K
StoneX Group Inc. 0.02% Reduce -0.7% 2,056 $282K
Elk River Wealth Management LLC 0.06% No change 2,055 $282K
Harbour Investments, Inc. 0.01% Reduce -0.9% 2,049 $281K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -1.7% 2,037 $280K
Baldwin Wealth Partners LLC 0.02% Reduce -4.9% 2,035 $279K
AE Wealth Management LLC 0.00% Add +10.7% 2,034 $279K
Ritholtz Wealth Management 0.01% Reduce -20.0% 2,020 $277K
Atria Investments, Inc 0.00% New 2,015 $277K
Harbor Investment Advisory, LLC 0.03% Reduce -15.1% 2,015 $277K
Merrion Investment Management Co, LLC 0.19% No change 2,000 $275K
West Michigan Advisors, LLC 0.09% New 2,000 $275K
Caption Management, LLC 0.03% New 2,000 $275K
Essex LLC 0.06% No change 1,961 $269K
Lauer Wealth, LLC 0.21% Reduce -85.6% 1,870 $269K
Coastal Bridge Advisors, LLC 0.07% No change 1,950 $268K
Douglass Winthrop Advisors, LLC 0.01% No change 1,940 $266K
Everett Harris & Co. 0.00% No change 1,933 $265K
Investment Partners Asset Management, Inc. 0.24% Reduce -0.6% 1,932 $265K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 1,931 $265K
RPS Advisory Solutions LLC 0.24% — 1,925 $264K
Chapin Davis, Inc. 0.09% Add +23.0% 1,925 $264K
Schnieders Capital Management LLC 0.05% Reduce -0.8% 1,921 $264K
Caldwell Sutter Capital, Inc. 0.13% No change 1,917 $263K
Orion Porfolio Solutions, LLC 0.00% New 1,916 $263K
Orion Portfolio Solutions, LLC 0.00% New 1,916 $263K
Apexium Financial, LP 0.02% Reduce -2.9% 1,912 $262K
Cora Capital Advisors LLC 0.13% No change 1,909 $262K
United Bank 0.03% Reduce -13.6% 1,908 $262K
Retirement Planning Co of New England, Inc. 0.14% Add +0.3% 1,902 $261K
MassMutual Private Wealth & Trust, FSB 0.01% Add +422.6% 1,892 $260K
Cookson Peirce & Co. Inc. 0.01% No change 1,882 $258K
Tritonpoint Wealth, LLC 0.02% New 1,880 $258K
Wintrust Investments LLC 0.02% Reduce -21.6% 1,882 $258K
Caldwell Trust Co 0.03% Reduce -4.5% 1,873 $257K
NCM Capital Management, LLC 0.13% No change 1,865 $256K
Verity Asset Management, Inc. 0.10% New 1,858 $255K
Harbert Fund Advisors, LLC 0.20% New 1,850 $254K
Cahill Financial Advisors Inc. 0.03% No change 1,849 $254K
BBR Partners, LLC 0.02% New 1,839 $252K
IMS Capital Management 0.12% Reduce -31.9% 1,712 $252K
RDA Financial Network 0.08% Reduce -0.3% 1,827 $251K
Codex Capital Asset Management L.L.C. 0.11% — 1,800 $247K
Compagnie Lombard Odier SCmA 0.00% No change 1,800 $247K
Kingfisher Capital LLC 0.06% No change 1,798 $247K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -1.3% 1,797 $247K
Prairie Wealth Advisors, Inc. 0.12% Add +6.0% 1,765 $242K
Asset Management Group, Inc. 0.04% Add +0.2% 1,751 $240K
Heritage Wealth Advisors 0.01% No change 1,750 $240K
Financial Advisors, LLC 0.05% No change 1,744 $239K
ORG Partners LLC 0.03% New 1,745 $239K
Madrona Financial Services, LLC 0.07% New 1,733 $238K
Sentinel Trust Co. Lba 0.03% No change 1,725 $237K
Flputnam Investment Management Co. 0.00% Add +14.9% 1,726 $237K
Hilltop Partners LLC 0.09% No change 1,712 $235K
Princeton Global Asset Management LLC 0.05% No change 1,707 $234K
James J. Burns & Company, LLC 0.05% New 1,704 $234K
PGIM Custom Harvest LLC 0.01% Reduce -3.7% 1,704 $234K
Brighton Jones LLC 0.01% Add +0.1% 1,681 $231K
Transatlantique Private Wealth LLC 0.09% New 1,680 $231K
GFS Advisors, LLC 0.04% Add +113.7% 3,578 $230K
Kingswood Wealth Advisors, LLC 0.02% Reduce -23.8% 1,674 $230K
Good Life Advisors, LLC 0.02% Add +5.9% 1,673 $230K
Penobscot Investment Management Company, Inc. 0.02% No change 1,670 $229K
Pine Haven Investment Counsel, Inc 0.20% No change 1,665 $229K
Avantax Planning Partners, Inc. 0.01% No change 1,662 $228K
Silverlake Wealth Management LLC 0.09% Reduce -2.9% 1,652 $227K
WJ Wealth Management, LLC 0.08% No change 1,650 $226K
LCNB Corp. 0.08% Reduce -12.0% 1,645 $226K
Apriem Advisors 0.03% Add +0.5% 1,643 $226K
Western Wealth Management, LLC 0.02% New 1,636 $225K
Millennium Capital Advisors, LLC 0.15% No change 1,626 $223K
Essex Bank 0.06% No change 1,620 $222K
PACK Private Wealth, LLC 0.14% No change 1,614 $222K
Allworth Financial LP 0.00% Reduce -4.7% 1,529 $220K
Daymark Wealth Partners, LLC 0.01% Add +1.8% 1,604 $220K
Wellington Shields & Co., LLC 0.07% No change 1,600 $220K
John G Ullman & Associates Inc. 0.03% Reduce -5.9% 1,600 $220K
Larson Financial Group LLC 0.01% Add +0.4% 1,591 $218K
Oxler Private Wealth LLC 0.08% Reduce -14.6% 1,588 $218K
Argent Trust Co 0.01% No change 1,587 $218K
Perennial Investment Advisors, LLC 0.03% New 1,572 $216K
SpiderRock Advisors, LLC 0.01% No change 1,572 $216K
Money Concepts Capital Corp. 0.02% No change 1,567 $215K
HUB Investment Partners, LLC 0.01% Reduce -27.9% 1,562 $214K
CW Advisors, LLC 0.00% Reduce -4.6% 1,560 $214K
KFG Wealth Management, LLC 0.08% New 1,560 $214K
Raymond James Trust N.A. 0.01% Reduce -3.1% 1,556 $214K
McAdam, LLC 0.01% Reduce -1.8% 1,548 $212K
Bond & Devick Financial Network, Inc. 0.11% No change 1,545 $212K
Empower Advisory Group, LLC 0.00% Reduce -11.1% 1,543 $212K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.7% 1,530 $210K
Townsquare Capital LLC 0.00% Reduce -0.6% 1,529 $210K
Lewis Asset Management, LLC 0.16% Add +4.4% 1,524 $209K
Sterling Investment Counsel, LLC 0.08% Reduce -5.8% 1,521 $209K
Klingenstein Fields & Co. LP 0.01% Reduce -5.0% 1,492 $205K
North Star Investment Management Corp. 0.01% No change 1,488 $204K
Graypoint LLC 0.01% New 1,488 $204K
TCP Asset Management, LLC 0.05% Reduce -3.7% 1,487 $204K
Ascentis Independent Advisors 0.04% — 1,486 $204K
Gries Financial LLC 0.04% No change 1,485 $204K
WNY Asset Management, LLC 0.03% No change 1,483 $204K
WBH Advisory Inc. 0.02% No change 1,468 $202K
Addison Capital Co 0.09% New 1,466 $201K
UMB Bank, n.a. 0.00% Reduce -6.5% 1,434 $197K
Parallel Advisors, LLC 0.00% Reduce -29.5% 1,374 $189K
Hikari Tsushin, Inc. 0.01% No change 1,373 $188K
Creative Financial Designs Inc. 0.02% Reduce -49.8% 1,349 $185K
Bokf, NA 0.00% No change 1,343 $184K
Activest Wealth Management 0.06% Add +178.3% 1,319 $181K
Orion Capital Management LLC 0.09% No change 1,300 $178K
HM Payson & Co. 0.00% Reduce -0.1% 1,209 $166K
LFA - Lugano Financial Advisors SA 0.13% No change 1,200 $165K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,200 $165K
Union Savings Bank 0.09% No change 1,200 $165K
St Germain D J Co. Inc. 0.01% No change 1,185 $163K
Federation des caisses Desjardins du Quebec 0.00% Add +3.4% 1,148 $158K
Tsfg, LLC 0.04% No change 1,130 $155K
Lindbrook Capital, LLC 0.01% No change 1,050 $144K
Pittenger & Anderson Inc. 0.01% No change 1,050 $144K
Centaurus Financial, Inc. 0.01% Reduce -0.8% 1,041 $143K
Realta Investment Advisors 0.03% Reduce -21.5% 1,012 $139K
Clearstead Advisors, LLC 0.00% Add +17.5% 1,001 $137K
Avondale Wealth Management 0.09% No change 1,000 $137K
Register Financial Advisors LLC 0.07% Reduce -5.5% 977 $134K
Schroder Investment Management Group 0.00% No change 972 $134K
Mogy Joel R Investment Counsel Inc. 0.01% No change 975 $134K
Mather Group, Llc. 0.00% Add +125.3% 953 $131K
Signaturefd, LLC 0.00% Add +5.6% 950 $130K
PEAK6 Investments LLC 0.01% New 927 $127K
Bristlecone Advisors, LLC 0.01% New 923 $127K
Daiwa Securities Group Inc. 0.00% Add +6.9% 918 $126K
Sunbelt Securities, Inc. 0.01% Reduce -28.4% 900 $124K
Blue Trust, Inc. 0.00% No change 897 $123K
Byrne Asset Management LLC 0.10% Reduce -40.2% 884 $122K
American Capital Advisory, LLC 0.09% No change 891 $121K
Glen Eagle Advisors, LLC 0.02% No change 811 $111K
CBIZ Investment Advisory Services, LLC 0.01% No change 804 $110K
Smithfield Trust Co 0.01% Reduce -8.6% 800 $110K
SOA Wealth Advisors, LLC. 0.02% No change 791 $109K
Viewpoint Capital Management LLC 0.07% No change 780 $107K
Nvwm, LLC 0.03% No change 772 $106K
Tompkins Financial Corp. 0.01% No change 750 $103K
Continuum Advisory, LLC 0.01% No change 734 $101K
RFP Financial Group LLC 0.04% No change 730 $100K
Winch Advisory Services, LLC 0.03% Reduce -14.8% 715 $98K
Macquarie Group Ltd. 0.00% Add +70800.0% 709 $97K
Rogco, LP 0.04% No change 700 $96K
Wolff Wiese Magana LLC 0.07% No change 676 $93K
Mitchell Sinkler & Starr 0.02% No change 643 $93K
Trust Co. of Vermont 0.01% No change 669 $92K
Hobbs Group Advisors, LLC 0.03% — 661 $91K
Concourse Financial Group Securities, Inc. 0.01% Add +22.4% 656 $90K
Geneos Wealth Management Inc. 0.00% Reduce -30.9% 654 $90K
Investment Research & Advisory Group, Inc. 0.04% No change 642 $88K
Global Financial Private Client, LLC 0.04% Reduce -0.9% 640 $88K
First Personal Financial Services 0.02% No change 624 $86K
Pacific Center for Financial Services 0.02% No change 620 $85K
Salomon & Ludwin, LLC 0.01% Reduce -2.6% 610 $84K
Hazlett, Burt & Watson, Inc. 0.04% No change 609 $83K
Tortoise Investment Management, LLC 0.01% No change 603 $83K
Y.D. More Investments Ltd 0.01% Reduce -14.3% 602 $83K
AlphaCore Capital LLC 0.02% No change 602 $83K
MCF Advisors LLC 0.01% No change 600 $82K
Avior Wealth Management, LLC 0.00% Reduce -18.4% 600 $82K
Ransom Advisory, Ltd 0.04% No change 599 $82K
Barrett & Company, Inc. 0.04% No change 588 $81K
AllSquare Wealth Management LLC 0.05% Reduce -5.0% 567 $78K
WASHINGTON TRUST Co 0.00% No change 556 $76K
Arax Advisory Partners 0.01% Add +666.7% 552 $76K
Mb, Levis & Associates, LLC 0.04% No change 552 $76K
HighMark Wealth Management LLC 0.05% No change 547 $75K
Venturi Wealth Management, LLC 0.00% No change 544 $75K
Carmichael Hill & Associates, Inc. 0.03% Reduce -9.8% 542 $74K
Lynx Investment Advisory 0.06% — 542 $74K
Aberdeen Wealth Management LLC 0.05% Add +3.3% 537 $74K
Plante Moran Financial Advisors, LLC 0.01% No change 528 $73K
Solstein Capital, LLC 0.05% No change 522 $72K
Financial Perspectives, Inc 0.03% No change 519 $71K
BNP Paribas 0.00% No change 500 $69K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 492 $67K
Front Row Advisors LLC 0.02% No change 480 $66K
Asset Dedication, LLC 0.00% No change 472 $65K
Chris Bulman Inc 0.04% — 469 $64K
Clear Point Advisors Inc. 0.05% No change 464 $64K
Main Management LLC 0.01% No change 452 $62K
IAG Wealth Partners, LLC 0.01% No change 450 $62K
Qube Research & Technologies Ltd 0.00% Reduce -98.1% 424 $58K
Quadrant Capital Group LLC 0.00% No change 420 $58K
WFA Asset Management Corp 0.03% No change 411 $56K
Paladin Advisory Group, LLC 0.04% No change 407 $56K
Matrix Private Capital Group LLC 0.03% No change 400 $55K
Beacon Capital Management, LLC 0.01% No change 399 $55K
FinTrust Capital Advisors, LLC 0.01% Add +4.8% 391 $54K
GAMMA Investing LLC 0.01% No change 377 $52K
Archer Investment Corp 0.02% No change 377 $52K
CVA Family Office, LLC 0.01% No change 375 $51K
Dynamic Wealth Strategies, LLC 0.04% Add +638.8% 362 $50K
Ameliora Wealth Management Ltd. 0.02% No change 350 $48K
Addison Advisors LLC 0.02% Reduce -1.4% 345 $47K
Horizon Bancorp Inc. 0.02% No change 345 $47K
Bollard Group LLC 0.00% No change 334 $46K
Mascoma Wealth Management LLC 0.01% Reduce -5.7% 332 $46K
Motco 0.00% Add +539.2% 326 $45K
Institutional & Family Asset Management, LLC 0.01% No change 317 $43K
Bogart Wealth, LLC 0.00% Reduce -40.5% 316 $43K
Lazard Asset Management LLC 0.00% No change 315 $43K
Aptus Capital Advisors, LLC 0.00% Reduce -7.4% 312 $43K
Highline Wealth Partners LLC 0.02% Add +108.7% 311 $43K
Smartleaf Asset Management LLC 0.01% No change 300 $41K
Monetary Management Group Inc. 0.01% No change 300 $41K
Guardian Wealth Advisors, LLC / NC 0.00% No change 298 $41K
Thompson Investment Management, Inc. 0.01% No change 291 $40K
Integrity Financial Corp 0.02% No change 289 $40K
Trifecta Capital Advisors, LLC 0.01% No change 275 $38K
Resources Management Corp. /CT/ 0.01% Reduce -3.5% 272 $37K
NFSG Corp 0.01% Reduce -42.1% 263 $36K
WealthShield Partners, LLC 0.01% No change 263 $36K
Crewe Advisors LLC 0.00% No change 260 $36K
Key Financial Inc 0.01% Add +13.6% 250 $34K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 245 $34K
Pacifica Partners Inc. 0.01% No change 240 $32K
AdvisorNet Financial, Inc 0.00% Add +176.5% 235 $32K
TrinityBridge Ltd 0.00% No change 230 $32K
Bessemer Group Inc. 0.00% New 225 $31K
BBJS Financial Advisors, LLC 0.01% New 225 $31K
Red Lighthouse Investment Management, LLC 0.01% No change 222 $30K
Private Capital Management LLC 0.01% No change 221 $30K
Deutsche Bank AG 0.00% No change 221 $30K
Prestige Wealth Management Group LLC 0.01% No change 219 $30K
Glass Jacobson Investment Advisors llc 0.01% No change 204 $28K
Phillips Financial Management, LLC 0.00% No change 196 $27K
Cordgrass Capital Advisors, LLC 0.01% No change 189 $26K
Armstrong Advisory Group, Inc. 0.00% No change 187 $26K
Advanced Asset Management Advisors Inc 0.01% No change 180 $25K
West Branch Capital LLC 0.01% No change 176 $24K
Financial Freedom, LLC 0.01% No change 175 $24K
Spectrum Wealth Counsel, LLC 0.00% No change 173 $24K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 150 $22K
Rosenberg Matthew Hamilton 0.01% No change 162 $22K
Chesapeake Asset Management LLC 0.02% No change 160 $22K
Tower Research Capital LLC (TRC) 0.00% Add +20.4% 159 $22K
Triad Wealth Partners, LLC 0.01% New 156 $21K
Parkside Financial Bank & Trust 0.00% Add +242.2% 154 $21K
Opal Wealth Advisors, LLC 0.01% New 150 $21K
West Paces Advisors Inc. 0.01% New 150 $21K
Hollencrest Capital Management 0.00% Add +100.0% 150 $21K
West Financial Advisors, LLC 0.00% No change 148 $20K
GPS Wealth Strategies Group, LLC 0.00% Reduce -16.4% 143 $20K
JDM Financial Group LLC 0.01% No change 139 $19K
Providence Capital Advisors, LLC 0.00% No change 135 $19K
Partnership Wealth Management, LLC 0.01% No change 130 $18K
Main Street Group, LTD 0.01% No change 130 $18K
SYM FINANCIAL Corp 0.00% No change 127 $17K
Wells Financial Advisors INC 0.01% No change 123 $17K
SJS Investment Consulting Inc. 0.00% No change 122 $17K
HHM Wealth Advisors, LLC 0.00% Add +11.4% 117 $16K
Delta Asset Management LLC 0.00% No change 112 $15K
Riggs Asset Managment Co. Inc. 0.00% Reduce -99.8% 107 $15K
Macroview Investment Management LLC 0.01% Add +137.2% 102 $14K
Pathway Financial Advisers, LLC 0.01% No change 102 $14K
Hartford Financial Management Inc. 0.00% No change 100 $14K
Hexagon Capital Partners LLC 0.00% No change 100 $14K
Tidemark, LLC 0.01% Reduce -24.0% 95 $13K
Independence Bank of Kentucky 0.00% Reduce -38.3% 95 $13K
Bfsg, LLC 0.00% No change 90 $12K
Private Ocean, LLC 0.00% No change 90 $12K
Strategic Financial Concepts, LLC 0.01% New 11,620 $12K
Country Trust Bank 0.00% Add +142.9% 85 $12K
Duncker Streett & Co. Inc. 0.00% Reduce -35.2% 83 $11K
Morton Brown Family Wealth, LLC 0.00% No change 79 $11K
SouthState Bank Corp 0.00% No change 82 $11K
FWL Investment Management, LLC 0.01% Reduce -70.7% 81 $11K
Strengthening Families & Communities, LLC 0.00% New 82 $11K
Sittner & Nelson, LLC 0.01% No change 77 $11K
Cape Investment Advisory, Inc. 0.00% No change 77 $11K
Centennial Bank 0.01% Reduce -2.6% 75 $10K
Atticus Wealth Management, LLC 0.00% No change 75 $10K
Wagner Wealth Management, LLC 0.00% No change 75 $10K
Sage Mountain Advisors LLC 0.00% No change 75 $10K
Coston, McIsaac & Partners 0.00% Reduce -35.1% 74 $10K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 72 $10K
Sachetta, LLC 0.00% No change 65 $10K
Elequin Capital, LP 0.01% New 64 $9K
Breakwater Investment Management 0.00% No change 63 $9K
Gables Capital Management Inc. 0.00% Reduce -60.0% 60 $8K
Game Plan Financial Advisors, LLC 0.00% No change 54 $7K
Founders Financial Alliance, LLC 0.00% No change 53 $7K
Atlas Capital Advisors Inc. 0.00% No change 52 $7K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -50.9% 52 $7K
AlphaMark Advisors, LLC 0.00% No change 50 $7K
Wetzel Investment Advisors, Inc. 0.00% No change 51 $7K
Evermay Wealth Management LLC 0.00% No change 50 $7K
Trust Co 0.00% No change 50 $7K
Anfield Capital Management, LLC 0.00% New 47 $6K
JFS Wealth Advisors, LLC 0.00% No change 45 $6K
Jackson Hole Capital Partners, LLC 0.00% Reduce -50.0% 45 $6K
Coppell Advisory Solutions LLC 0.00% — 44 $6K
Concord Wealth Partners 0.00% No change 43 $6K
Powell Investment Advisors, LLC 0.00% No change 40 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 35 $5K
WFA of San Diego, LLC 0.00% — 30 $4K
Ameritas Investment Partners, Inc. 0.00% No change 30 $4K
Stone House Investment Management, LLC 0.00% No change 29 $4K
Hantz Financial Services, Inc. 0.00% No change 30 $4K
Castleview Partners, LLC 0.00% No change 28 $4K
Brown Brothers Harriman & Co. 0.00% No change 28 $4K
Morris Financial Concepts, Inc. 0.00% No change 27 $4K
Family Asset Management, LLC 0.00% No change 25 $3K
New Republic Capital, LLC 0.00% New 25 $3K
Lowe Wealth Advisors, LLC 0.00% No change 25 $3K
Angeles Wealth Management, LLC 0.00% New 24 $3K
FPC Investment Advisory, Inc. 0.00% No change 20 $3K
Sound Income Strategies, LLC 0.00% No change 18 $2K
Redwood Wealth Management Group, LLC 0.00% New 15 $2K
Rakuten Securities, Inc. 0.00% Reduce -79.5% 15 $2K
CNB Bank 0.00% No change 13 $2K
Cassady Schiller Wealth Management, LLC 0.00% No change 12 $2K
PSI Advisors, LLC 0.00% No change 12 $2K
Balentine LLC 0.00% No change 12 $2K
Aviso Financial Inc. 0.00% — 12 $2K
Progressive Investment Management Corp 0.00% No change 11 $2K
Battery Global Advisors, LLC 0.00% New 32 $1K
Logan Capital Management Inc. 0.00% No change 10 $1K
Gradient Investments LLC 0.00% Reduce -10.0% 9 $1K
Founders Capital Management 0.00% No change 6 $835
Central Pacific Bank - Trust Division 0.00% No change 5 $686
Aspire Wealth Management Corp 0.00% No change 4 $555
Western Pacific Wealth Management, LP 0.00% No change 3 $413
American National Bank & Trust 0.00% New 3 $412
Parallax Volatility Advisers, L.P. 0.00% No change 3 $412
Manchester Capital Management LLC 0.00% New 1 $138

"% of holder's portfolio" is IBB's weight in each manager's 13F, not the share of iShares Biotechnology ETF the manager owns.