iShares Biotechnology ETFIBBETF

13F holders, Q4 2024 (December 31)
877holders −18
67new positions
114sold out
4famous investors
$132.14avg. 13F price*

At the end of Q4 2024, 877 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, down 18 from Q3 2024. 67 opened new positions and 114 sold out. The largest holders were Bank of America Corp. ($990.2M), Morgan Stanley ($459.8M) and Jane Street Group, LLC ($258.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions67$100.6M
Exits114$108.1M

All 13F filers, Q3 2024 → Q4 2024: 3,275,074 shares bought and 4,046,360 shares sold, net −771,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 877 holders

Bank of America Corp. 0.09% Add +4.7% 7,489,427 $990.2M
Morgan Stanley 0.03% Add +10.0% 3,477,597 $459.8M
Jane Street Group, LLC 0.42% Add +36.1% 1,955,197 $258.5M
Citigroup Inc. 0.24% Reduce -6.2% 1,856,868 $245.5M
BNP Paribas Financial Markets 0.14% Reduce -42.6% 1,365,772 $180.6M
Royal Bank of Canada 0.03% Reduce -18.1% 1,206,172 $159.5M
UBS Group AG 0.03% Add +25.4% 1,101,726 $145.7M
Goldman Sachs Group Inc. 0.02% Reduce -37.3% 856,639 $113.3M
Healthcare of Ontario Pension Plan Trust Fund 0.23% Add +20.7% 800,000 $105.8M
Wells Fargo & Company 0.02% Reduce -13.2% 679,796 $89.9M
Barclays PLC 0.04% Add +90.1% 678,717 $89.7M
Commerce Bank 0.51% Reduce -15.7% 626,331 $82.8M
Main Management ETF Advisors, LLC 3.67% Add +3.2% 612,180 $80.9M
LPL Financial LLC 0.02% Reduce -31.5% 419,597 $55.5M
Raymond James Financial Inc. 0.02% — 416,081 $55.0M
BlackRock, Inc. 0.00% Add +0.5% 397,887 $52.6M
PNC Financial Services Group, Inc. 0.03% Reduce -3.2% 346,744 $45.8M
JPMorgan Chase & Co. 0.00% Reduce -44.9% 314,398 $41.6M
Bronte Capital Management Pty Ltd. 3.24% Reduce -3.1% 264,586 $41.0M
Two Sigma Investments, LP 0.07% Reduce -17.4% 234,607 $31.0M
Millennium Management 0.02% Add +95.2% 191,783 $25.4M
Commonwealth Equity Services, LLC 0.03% Reduce -3.8% 173,601 $23.0M
Gray Foundation 6.22% Add +25.2% 164,872 $21.8M
Ameriprise Financial Inc. 0.01% Reduce -6.1% 152,161 $20.1M
Rockefeller Capital Management L.P. 0.05% Reduce -3.4% 141,851 $18.8M
Stifel Financial Corp. 0.02% Reduce -2.7% 139,836 $18.5M
Aprio Wealth Management, LLC 2.70% New 139,747 $18.5M
State of Michigan Retirement System 0.09% No change 137,000 $18.1M
Albion Financial Group 1.16% Reduce -1.0% 128,698 $17.0M
Avalon Trust Co 1.20% Add +0.7% 127,893 $16.9M
Focus Partners Wealth 0.04% Add +174.1% 124,688 $16.5M
Capital Fund Management S.A. 0.15% New 117,274 $15.5M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -2.0% 102,897 $15.0M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.1% 108,093 $14.3M
Osaic Holdings, Inc. 0.03% Reduce -0.6% 105,665 $14.0M
DAFNA Capital Management LLC 3.48% No change 102,500 $13.6M
Mirae Asset Securities (usa) Inc. 0.62% New 100,248 $13.3M
MAI Capital Management 0.09% Add +5.4% 94,235 $12.5M
Susquehanna International Group, LLP 0.02% Reduce -67.4% 88,190 $11.7M
Generali Investments CEE, investicni spolecnost, a.s. 1.17% — 86,000 $11.4M
HighTower Advisors, LLC 0.02% Add +5.1% 83,944 $11.1M
Investment House LLC 0.60% Add +1.4% 82,981 $11.0M
Miller Investment Management, LP 1.19% Reduce -0.1% 82,440 $10.9M
Brown Advisory Inc. 0.01% Reduce -2.1% 81,055 $10.7M
Citadel Advisors 0.01% New 80,477 $10.6M
Appleton Partners Inc. 0.74% Add +0.1% 75,803 $10.0M
Cumberland Advisors Inc. 3.91% Reduce -3.7% 74,073 $9.8M
Corient Private Wealth LP 0.02% Reduce -11.4% 75,334 $9.7M
Factory Mutual Insurance Co. 0.10% No change 71,000 $9.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.8% 69,230 $9.2M
McGuire Investment Group, LLC 1.29% Reduce 0.0% 67,352 $8.9M
Thrivent Financial for Lutherans 0.02% Add +37.4% 66,599 $8.8M
Creative Planning 0.01% Reduce -0.3% 66,465 $8.8M
Raelipskie Partnership 4.34% Reduce -2.5% 66,143 $8.7M
Destiny Wealth Partners, LLC 1.41% Add +3.9% 65,507 $8.7M
Cetera Investment Advisers 0.02% Reduce -18.4% 65,305 $8.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.90% Reduce -2.1% 65,260 $8.6M
MML Investors Services, LLC 0.03% Add +0.1% 64,972 $8.6M
Janney Montgomery Scott LLC 0.02% Reduce -6.0% 64,265 $8.5M
Peapack Gladstone Financial Corp. 0.12% Reduce -3.4% 64,259 $8.5M
Parallax Volatility Advisers, L.P. 0.21% Add +2076133.3% 62,287 $8.2M
Envestnet Asset Management Inc. 0.00% Add +2.0% 56,969 $7.5M
Calamos Advisors LLC 0.05% No change 56,295 $7.4M
Tradition Wealth Management, LLC 0.65% Add +0.0% 55,850 $7.4M
NTV Asset Management LLC 0.95% Reduce -1.1% 54,308 $7.2M
SP Asset Management LLC 0.59% Add +0.0% 53,036 $7.0M
Truist Financial Corp. 0.01% Add +38.8% 52,887 $7.0M
Captrust Financial Advisors 0.02% Add +13.6% 52,787 $7.0M
Pacific Capital Wealth Advisors, Inc. 1.15% Reduce -17.6% 52,248 $6.9M
Blume Capital Management, Inc. 1.53% Reduce -0.4% 51,509 $6.8M
Independent Advisor Alliance 0.09% New 51,196 $6.8M
Cerity Partners LLC 0.01% Add +1.5% 50,954 $6.7M
Williams Jones Wealth Management, LLC. 0.08% Reduce -13.5% 47,402 $6.3M
Oppenheimer & Co. Inc. 0.09% Add +32.8% 47,361 $6.3M
Neville Rodie & Shaw Inc. 0.45% Reduce -0.1% 46,762 $6.2M
GTS Securities LLC 0.30% Reduce -5.4% 46,720 $6.2M
Sicart Associates LLC 2.18% Reduce -3.0% 46,041 $6.1M
Beacon Pointe Advisors, LLC 0.07% Reduce -13.3% 45,719 $6.0M
Howard Capital Management Group, LLC 0.39% Reduce -0.2% 43,512 $5.8M
Michelson Medical Research Foundation, Inc. 4.81% No change 43,395 $5.7M
Associated Banc-Corp 0.17% Reduce -4.8% 42,803 $5.7M
MMBG Investment Advisors Co. 0.59% Reduce -46.1% 42,324 $5.6M
Harbour Investment Management LLC 2.41% Reduce -1.5% 41,479 $5.5M
Forbes J M & Co. LLP 0.53% Add +0.9% 41,262 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +25.7% 40,761 $5.4M
First Interstate Bank 0.32% Reduce -1.1% 39,649 $5.2M
Colonial Trust Advisors 0.46% Reduce -4.7% 39,642 $5.2M
Toth Financial Advisory Corp. 0.61% Reduce -6.2% 39,271 $5.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.8% 38,440 $5.1M
Sanctuary Advisors, LLC 0.03% Reduce -38.7% 35,838 $5.0M
Kestra Advisory Services, LLC 0.03% Reduce -11.2% 37,474 $5.0M
FRG Family Wealth Advisors LLC 0.88% Reduce -0.4% 36,755 $4.9M
Balyasny Asset Management L.P. 0.01% New 35,859 $4.7M
Global Retirement Partners, LLC 0.13% Add +118.2% 35,172 $4.7M
Mariner, LLC 0.01% Add +22.8% 35,110 $4.6M
Crescent Grove Advisors, LLC 0.45% Reduce -19.8% 34,346 $4.5M
Analyst IMS Investment Management Services Ltd. 0.16% No change 33,758 $4.5M
Bank of Montreal 0.00% Reduce -3.2% 32,306 $4.3M
Lido Advisors, LLC 0.03% Reduce -10.5% 32,237 $4.3M
Kingsview Wealth Management, LLC 0.08% Add +805.6% 32,084 $4.2M
Madrona Financial Services, LLC 1.15% Add +786.5% 32,075 $4.2M
SOL Capital Management CO 0.47% Reduce -9.1% 31,955 $4.2M
Evergreen Capital Management LLC 0.13% Reduce -8.0% 31,036 $4.1M
Mirador Capital Partners LP 0.71% Add +0.6% 29,698 $3.9M
Ameritas Advisory Services, LLC 0.13% Add +9.4% 29,094 $3.8M
NBT Bank, N.A. 0.27% Reduce -1.0% 28,980 $3.8M
Private Advisor Group, LLC 0.02% Reduce -10.3% 28,795 $3.8M
Moors & Cabot, Inc. 0.18% Reduce -0.3% 28,495 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Reduce -1.1% 28,320 $3.7M
Robbins Farley 1.82% Add +3.3% 28,252 $3.7M
Baird Financial Group, Inc. 0.01% Add +2.9% 28,073 $3.7M
Audent Global Asset Management, LLC 2.36% Add +217.5% 27,444 $3.6M
Chesley Taft & Associates LLC 0.16% Reduce -18.0% 26,698 $3.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% New 26,182 $3.5M
Northern Trust Corp. 0.00% Add +4.0% 25,379 $3.4M
Snider Financial Group 0.98% No change 24,000 $3.2M
Pinnacle Family Advisors, LLC 1.53% Add +4.3% 23,973 $3.2M
Blair William & Co. 0.01% Reduce -62.8% 23,767 $3.1M
Evolution Wealth Advisors, LLC 0.52% Add +5.1% 23,688 $3.1M
Ashton Thomas Private Wealth, LLC 0.12% Add +344.2% 23,502 $3.1M
SVB Wealth LLC 0.06% New 23,373 $3.1M
Perkins Coie Trust Co 0.67% Reduce -5.3% 23,137 $3.1M
Traynor Capital Management, Inc. 0.24% Reduce -8.2% 22,959 $3.0M
Lyell Wealth Management, LP 0.27% Add +2.7% 22,872 $3.0M
Proquility Private Wealth Partners, LLC 0.95% Reduce -0.7% 22,426 $3.0M
Gerber Kawasaki Wealth & Investment Management 0.13% Reduce -2.6% 22,091 $2.9M
Waverly Advisors, LLC 0.05% Reduce -0.7% 22,020 $2.9M
Glenmede Trust Co. NA 0.01% Reduce -7.8% 21,852 $2.9M
Atom Investors LP 0.36% Reduce -2.1% 21,647 $2.9M
Fischer Financial Services, Inc. 0.89% — 21,483 $2.8M
Composition Wealth, LLC 0.06% Add +28.6% 21,475 $2.8M
Rye Brook Capital LLC 3.38% New 21,300 $2.8M
KCM Investment Advisors LLC 0.09% Reduce -1.0% 20,185 $2.7M
Blue Square Asset Management, LLC 1.33% Add +1.3% 20,150 $2.7M
Keybank National Association 0.01% Reduce -0.9% 19,771 $2.6M
Marion Wealth Management 0.69% Add +2.8% 19,766 $2.6M
Burns J W & Co. Inc. 0.33% Reduce -0.7% 19,519 $2.6M
FAS Wealth Partners, Inc. 0.22% Reduce -13.3% 19,372 $2.6M
Martin & Co. Inc. 0.63% Reduce -4.6% 19,325 $2.6M
Franklin Resources Inc. 0.00% Reduce -0.6% 18,183 $2.4M
Sandy Spring Bank 0.10% Reduce -2.6% 18,028 $2.4M
Comerica Bank 0.01% Add +1.3% 17,729 $2.3M
Jones Financial Companies LLLP 0.00% Add +68.0% 17,521 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -4.5% 17,476 $2.3M
Winthrop Capital Management, LLC 0.61% New 17,475 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -10.7% 17,381 $2.3M
Bank Pictet & Cie (Europe) AG 0.05% Add +6.1% 17,280 $2.3M
Merit Financial Group, LLC 0.04% Reduce -4.6% 16,956 $2.2M
Westside Investment Management, Inc. 0.47% Reduce -0.3% 16,952 $2.2M
Crestwood Advisors Group, LLC 0.04% Reduce -2.4% 16,868 $2.2M
Greenline Partners, LLC 0.31% No change 16,847 $2.2M
Equitable Holdings, Inc. 0.02% Add +31.5% 16,733 $2.2M
Dakota Wealth Management 0.05% Reduce -6.9% 16,230 $2.1M
Flow Traders U.S. LLC 0.09% New 16,172 $2.1M
Texas Yale Capital Corp. 0.09% Reduce -2.5% 16,032 $2.1M
IFP Advisors, Inc 0.07% Add +237.1% 16,018 $2.1M
ArchPoint Investors 0.69% Reduce -4.5% 16,000 $2.1M
Capital Insight Partners, LLC 0.36% Add +9.9% 15,867 $2.1M
Arcadia Wealth Management, Inc. 1.78% — 15,866 $2.1M
Bar Harbor Wealth Management 0.14% Add +5.7% 15,664 $2.1M
Mercer Global Advisors Inc. 0.01% Add +11.4% 15,663 $2.1M
Valicenti Advisory Services Inc. 0.51% Reduce -0.5% 15,610 $2.1M
Arlington Financial Advisors, LLC 0.41% New 15,524 $2.1M
Genesis Wealth Advisors, LLC 1.77% — 15,383 $2.0M
Pinnacle Associates Ltd. 0.03% Add +13.4% 15,375 $2.0M
Choate Investment Advisors 0.05% Reduce -1.6% 15,352 $2.0M
Busey Bank 0.07% Reduce -0.1% 15,266 $2.0M
SG Americas Securities, LLC 0.01% Reduce -5.0% 14,973 $2.0M
1ST Source Bank 0.11% Reduce -5.3% 14,942 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -3.1% 14,756 $2.0M
FMR LLC 0.00% Add +1.9% 14,731 $1.9M
FIL Ltd 0.00% Add +1.5% 14,693 $1.9M
Martin Capital Advisors, LLP 1.23% Add +9.6% 14,439 $1.9M
CENTRAL TRUST Co 0.05% Reduce -1.4% 14,290 $1.9M
&partners 0.02% Add +50.7% 13,777 $1.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.37% No change 13,902 $1.8M
CIBC Private Wealth Group LLC 0.00% Add +2.8% 13,628 $1.8M
NewEdge Advisors, LLC 0.01% Add +15.9% 13,789 $1.8M
Intellectus Partners, LLC 0.40% Add +0.4% 13,761 $1.8M
Westwood Wealth Management 0.66% Reduce -5.2% 13,740 $1.8M
Empirical Asset Management, LLC 0.60% Reduce -6.3% 13,731 $1.8M
Bray Capital Advisors 0.49% Reduce -28.1% 13,662 $1.8M
US Bancorp \de 0.00% Reduce -3.0% 13,602 $1.8M
Fifth Third Bancorp 0.01% Reduce -2.4% 13,394 $1.8M
Renaissance Technologies 0.00% New 13,100 $1.7M
Magnus Financial Group LLC 0.17% Add +0.8% 12,967 $1.7M
Pursue Wealth Partners LLC 0.98% Reduce -26.5% 12,915 $1.7M
New England Private Wealth Advisors LLC 0.27% Reduce -0.0% 12,682 $1.7M
Boston Research & Management Inc. 0.41% No change 12,657 $1.7M
Clarity Wealth Advisors, LLC 0.45% Reduce -9.5% 12,520 $1.7M
Family Firm, Inc. 0.36% Reduce -69.6% 12,360 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +17.5% 12,200 $1.6M
Bellwether Advisors, LLC 0.29% No change 12,156 $1.6M
White Lighthouse Investment Management Inc. 0.28% Reduce -3.0% 12,139 $1.6M
Wealthspire Advisors, LLC 0.02% Reduce -26.4% 11,840 $1.6M
Harbor Advisory Corp. 0.51% Reduce -4.7% 11,816 $1.6M
Wesbanco Bank Inc. 0.05% No change 11,697 $1.5M
Wealthfront Advisers LLC 0.00% Add +19.9% 11,666 $1.5M
Eagle Strategies LLC 0.27% Add +3.1% 11,619 $1.5M
Clarus Wealth Advisors 0.76% Add +1.4% 11,383 $1.5M
BTG Pactual Asset Management US LLC 0.20% Reduce -2.5% 13,444 $1.5M
Arrowroot Family Office, LLC 0.78% Add +61.8% 11,395 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -34.5% 11,361 $1.5M
Novak & Powell Financial Services, Inc. 0.89% Reduce -2.2% 11,342 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -6.2% 11,289 $1.5M
Brown Brothers Harriman & Co. 0.01% No change 11,228 $1.5M
Cassaday & Co Wealth Management LLC 0.04% No change 11,156 $1.5M
Telos Capital Management, Inc. 0.16% Add +1.9% 10,999 $1.5M
Synovus Financial Corp. 0.02% Add +1.6% 10,954 $1.4M
Transcend Capital Advisors, LLC 0.10% Add +0.8% 10,958 $1.4M
Colonial Trust Co / SC 0.21% Add +6.3% 10,904 $1.4M
Twin Focus Capital Partners, LLC 0.21% Reduce -11.4% 10,847 $1.4M
Prudential PLC 0.01% Reduce -23.5% 10,750 $1.4M
Caz Investments LP 2.03% No change 10,700 $1.4M
Wealthcare Advisory Partners LLC 0.04% Reduce -4.7% 10,540 $1.4M
Security National Bank of So Dak 0.77% Add +0.3% 10,465 $1.4M
Capital Investment Advisors, LLC 0.03% Add +1.0% 10,449 $1.4M
Garrison Point Advisors, LLC 0.65% Reduce -0.9% 10,418 $1.4M
Bradley Foster & Sargent Inc. 0.02% Reduce -2.3% 10,412 $1.4M
WealthCare Investment Partners, LLC 0.60% Add +0.9% 10,348 $1.4M
Means Investment Co., Inc. 0.14% Add +9.7% 10,320 $1.4M
Blue Fin Capital, Inc. 0.25% Reduce -1.5% 10,319 $1.4M
Patriot Investment Management Group, Inc. 0.10% Reduce -0.5% 10,107 $1.3M
Apexium Financial, LP 0.08% Add +373.4% 10,040 $1.3M
Cannell & Spears LLC 0.03% No change 9,988 $1.3M
Canton Hathaway, LLC 0.33% Add +1.0% 9,961 $1.3M
Financial Advocates Investment Management 0.07% Reduce -0.2% 9,939 $1.3M
Quintet Private Bank (Europe) S.A. 0.07% Reduce -32.6% 9,936 $1.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.20% Reduce -3.9% 9,922 $1.3M
RS Crum Inc. 0.32% No change 9,656 $1.3M
Independent Financial Group, LLC 0.04% Reduce -0.1% 9,656 $1.3M
Beaumont Financial Advisors, LLC 0.09% Reduce -0.1% 9,431 $1.2M
Scotia Capital Inc. 0.01% Reduce -11.3% 9,363 $1.2M
Advantage Trust Co 0.73% Reduce -31.7% 9,358 $1.2M
Mutual Advisors, LLC 0.04% Reduce -3.1% 9,300 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.5% 9,322 $1.2M
PFG Investments, LLC 0.08% Add +7.6% 9,319 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Add +4.3% 9,282 $1.2M
Security National Bank of Sioux City Iowa 0.85% Reduce -0.3% 9,237 $1.2M
Battery Global Advisors, LLC 0.65% Add +18.9% 9,233 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -7.2% 8,981 $1.2M
Kanawha Capital Management LLC 0.09% Add +6.6% 8,939 $1.2M
VERITY Wealth Advisors 0.85% No change 8,898 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -18.0% 8,857 $1.2M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -3.6% 8,838 $1.2M
Biltmore Family Office, LLC 0.20% Reduce -2.4% 8,828 $1.2M
Burke & Herbert Bank & Trust Co. 0.28% Add +1.2% 8,809 $1.2M
Banque Pictet & Cie SA 0.01% Add +26.1% 8,690 $1.1M
Connecticut Wealth Management, LLC 0.06% Reduce -0.2% 8,676 $1.1M
Apollon Wealth Management, LLC 0.03% Add +16.0% 8,658 $1.1M
Counterweight Ventures, LLC 0.80% Add +1.6% 8,592 $1.1M
Finer Wealth Management, Inc. 0.65% Add +15.1% 8,576 $1.1M
Belpointe Asset Management LLC 0.07% Add +0.3% 7,570 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -18.1% 8,452 $1.1M
City State Bank 0.39% Reduce -1.1% 8,425 $1.1M
Knollwood Investment Advisory, LLC 0.12% No change 8,384 $1.1M
Bigelow Investment Advisors, LLC 0.52% Add +13.4% 8,347 $1.1M
Walleye Capital LLC 0.01% Reduce -8.4% 8,258 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -17.9% 8,102 $1.1M
Main Street Financial Solutions, LLC 0.10% Reduce -1.4% 8,042 $1.1M
Brookstone Capital Management 0.02% Reduce -10.8% 8,034 $1.1M
Knightsbridge Asset Management, LLC 0.25% Reduce -0.9% 8,025 $1.1M
Signature Wealth Management Partners, LLC 0.72% Reduce -0.9% 7,947 $1.1M
SteelPeak Wealth, LLC 0.04% Reduce -13.1% 7,914 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -1.1% 7,901 $1.0M
Cwm, LLC 0.00% Add +1.9% 7,878 $1.0M
Adell Harriman & Carpenter Inc. 0.07% Reduce -2.4% 7,849 $1.0M
United Capital Financial Advisors, LLC 0.01% Reduce -11.2% 7,808 $1.0M
Syon Capital LLC 0.09% New 7,742 $1.0M
NewEdge Wealth, LLC 0.02% Reduce -12.8% 7,530 $996K
Acropolis Investment Management, LLC 0.06% Reduce -4.0% 7,528 $995K
Bank of New York Mellon Corp 0.00% Reduce -61.9% 7,521 $994K
Deltec Asset Management LLC 0.20% No change 7,500 $992K
PEAK6 LLC 0.04% — 7,437 $983K
Shulman DeMeo Asset Management LLC 0.26% Reduce -0.4% 7,406 $979K
Avior Wealth Management, LLC 0.04% Add +128.7% 7,386 $977K
Baltimore-Washington Financial Advisors, Inc. 0.05% Reduce -0.7% 7,254 $959K
World Investment Advisors 0.03% Add +209.5% 7,007 $926K
Ping Capital Management, Inc. 0.38% Add +55.6% 7,000 $925K
Essex Financial Services, Inc. 0.07% Reduce -0.2% 6,958 $920K
Proffitt & Goodson Inc. 0.15% Reduce -1.6% 6,946 $918K
LM Advisors LLC 0.16% Add +3.7% 6,919 $915K
Fiduciary Trust Co 0.01% No change 6,915 $914K
Pathstone Holdings, LLC 0.00% Add +1.8% 6,886 $912K
Milestone Investment Advisors LLC 0.25% Add +2.4% 6,890 $911K
Northeast Financial Consultants Inc 0.04% No change 6,811 $900K
Sound View Wealth Advisors Group, LLC 0.07% Add +5.2% 6,797 $899K
Richard W. Paul & Associates, LLC 0.33% Add +1.0% 6,791 $898K
O'ROURKE & COMPANY, Inc 0.44% Reduce -2.0% 6,723 $889K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -4.8% 6,698 $886K
Nwi Management LP 0.07% No change 6,500 $859K
Shepherd Financial Partners LLC 0.10% Add +0.7% 6,497 $859K
Farther Finance Advisors, LLC 0.03% Add +11.5% 6,433 $850K
Nemes Rush Group LLC 0.11% Add +1464.5% 6,430 $850K
Webster Bank, N. A. 0.09% Reduce -9.2% 6,414 $848K
Parsons Capital Management Inc. 0.05% New 6,375 $843K
Sigma Planning Corp 0.03% Reduce -10.0% 6,373 $843K
Kestra Private Wealth Services, LLC 0.01% Add +25.3% 6,365 $842K
Snowden Capital Advisors LLC 0.03% Add +1.9% 6,337 $838K
SlateStone Wealth, LLC 0.08% Reduce -70.8% 6,300 $833K
Sharper & Granite LLC 0.36% Add +2.8% 6,250 $826K
BigSur Wealth Management LLC 0.23% No change 6,220 $822K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -8.2% 6,164 $815K
Whittier Trust Co. 0.01% Reduce -0.2% 6,139 $812K
SeaBridge Investment Advisors LLC 0.17% New 6,093 $806K
Modera Wealth Management, LLC 0.01% Reduce -1.4% 6,069 $802K
Rockingstone Advisors LLC 0.35% Reduce -26.8% 6,063 $802K
Avantax Advisory Services, Inc. 0.01% Add +21.5% 6,023 $796K
Sculati Wealth Management, LLC 0.31% Reduce -2.9% 5,911 $781K
Dale Q Rice Investment Management Ltd 0.34% — 5,899 $780K
Edmond DE Rothschild Holding S.A. 0.01% Add +636.3% 5,890 $779K
Regions Financial Corp. 0.01% Reduce -5.2% 5,862 $775K
TD Waterhouse Canada Inc. 0.01% Reduce -53.0% 5,815 $769K
Harbour Capital Advisors, LLC 0.17% Reduce -0.9% 5,728 $768K
Rothschild Investment LLC 0.05% No change 5,779 $764K
Tyler-Stone Wealth Management 0.14% Add +0.0% 5,749 $760K
Principle Wealth Partners LLC 0.05% Reduce -5.3% 5,705 $754K
TrinityPoint Wealth, LLC 0.11% Reduce -1.7% 5,676 $750K
Summit Financial, LLC 0.03% Reduce -15.7% 5,672 $750K
Cullen/Frost Bankers, Inc. 0.01% Add +1.5% 5,654 $748K
Great Valley Advisor Group, Inc. 0.02% Reduce -12.9% 5,651 $747K
Calton & Associates, Inc. 0.33% Add +117.5% 5,616 $743K
Dearborn Partners LLC 0.03% Reduce -8.2% 5,561 $735K
Bailard, Inc. 0.02% Reduce -0.1% 5,550 $734K
First Merchants Corp. 0.03% Reduce -1.3% 5,533 $732K
Dynamic Advisor Solutions LLC 0.03% Add +41.0% 5,507 $728K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -22.8% 5,405 $715K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.7% 5,380 $711K
Fidelis Capital Partners, LLC 0.07% Reduce -2.6% 5,118 $706K
Keebeck Wealth Management 0.10% Reduce -15.9% 5,302 $701K
Squarepoint Ops LLC 0.00% New 5,294 $700K
Ieq Capital, LLC 0.01% Reduce -0.9% 5,262 $696K
Grassi Investment Management 0.06% Reduce -16.0% 5,259 $695K
Union Bancaire Privee, UBP SA 0.01% — 5,485 $693K
Tidal Investments LLC 0.01% New 5,200 $687K
Smith, Moore & Co. 0.06% No change 5,160 $682K
Cladis Investment Advisory, LLC 0.48% Add +19.5% 5,140 $680K
My Personal CFO, LLC 0.35% Reduce -22.6% 5,140 $680K
American State Bank (Iowa) 0.41% No change 5,082 $672K
Triumph Capital Management 0.23% Add +3.9% 5,047 $667K
Sovereign Financial Group, Inc. 0.15% Reduce -12.7% 4,988 $659K
Marco Investment Management LLC 0.06% Add +16.7% 4,886 $646K
Stephens Inc. 0.01% Reduce -1.7% 4,841 $640K
Haverford Trust Co 0.01% Reduce -0.8% 4,830 $639K
Maxele Advisors, LLC 0.61% — 4,823 $638K
Pacific Sun Financial Corp 0.35% Reduce -6.9% 4,792 $634K
Ascent Group, LLC 0.05% Reduce -6.0% 4,778 $632K
Centiva Capital, LP 0.02% New 4,739 $627K
TCV Trust & Wealth Management, Inc. 0.06% No change 4,702 $622K
Meridian Wealth Management, LLC 0.03% Reduce -1.3% 4,642 $614K
Humankind Investments LLC 0.15% No change 4,500 $595K
IFG Advisory, LLC 0.03% New 4,487 $593K
Advisory Services Network, LLC 0.01% Reduce -11.0% 4,463 $590K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -34.6% 4,437 $587K
Beck Bode, LLC 0.11% Reduce -30.1% 4,406 $583K
PFG Advisors 0.04% Reduce -3.2% 4,401 $582K
Capital Investment Advisory Services, LLC 0.06% Add +0.3% 4,353 $576K
Headinvest, LLC 0.11% Reduce -2.3% 4,283 $566K
Core Wealth Partners LLC 0.32% Add +0.0% 4,277 $565K
Spire Wealth Management 0.02% Add +65.9% 4,274 $565K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -14.2% 4,252 $562K
Tyche Wealth Partners LLC 0.12% Reduce -1.1% 4,232 $560K
Bourgeon Capital Management LLC 0.11% Add +7.8% 4,218 $558K
Aft, Forsyth & Company, Inc. 0.27% Reduce -3.5% 4,209 $556K
Monograph Wealth Advisors, LLC 0.07% No change 4,200 $555K
Navis Wealth Advisors, LLC 0.61% Add +0.1% 4,195 $555K
Valley National Advisers Inc. 0.10% Add +10.4% 4,182 $552K
Concurrent Investment Advisors, LLC 0.01% Add +11.8% 4,148 $548K
NorthCoast Asset Management LLC 0.00% Reduce -1.3% 4,139 $547K
Arkadios Wealth Advisors 0.03% Reduce -1.5% 4,092 $541K
M&T Bank Corp 0.00% Add +4.4% 4,083 $540K
Cibc World Market Inc. 0.00% Add +0.9% 4,054 $536K
Kelman-Lazarov, Inc. 0.10% Reduce -1.9% 4,053 $536K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.8% 4,051 $536K
Wedbush Securities Inc. 0.02% Reduce -9.1% 4,030 $533K
Evoke Wealth, LLC 0.01% Reduce -32.7% 3,974 $525K
Graves Light Lenhart Wealth, Inc. 0.06% No change 3,942 $521K
Community Financial Services Group, LLC 0.10% No change 3,924 $519K
Stratos Wealth Advisors, LLC 0.02% Reduce -2.7% 3,893 $515K
ICICI Prudential Asset Management Co Ltd 0.06% No change 3,877 $513K
Gladstone Institutional Advisory LLC 0.02% Reduce -11.8% 3,871 $512K
Y-Intercept (Hong Kong) Ltd 0.03% New 3,863 $511K
Chicago Partners Investment Group LLC 0.02% Add +2.5% 3,783 $510K
National Bank of Canada 0.00% Reduce -6.8% 3,844 $508K
Creekside Partners 0.26% Add +3.8% 3,843 $508K
Fort Sheridan Advisors LLC 0.07% Reduce -6.8% 3,835 $507K
Chelsea Counsel Co. 0.26% Reduce -21.5% 3,830 $506K
Jefferies Financial Group Inc. 0.01% Add +10.0% 3,806 $503K
Schonfeld Strategic Advisors LLC 0.00% New 3,789 $501K
D.A. Davidson & Co. 0.00% Add +3.2% 3,778 $500K
Richmond Brothers, Inc. 0.32% Reduce -40.8% 3,777 $499K
Magnolia Capital Advisors LLC 0.13% Add +14.7% 3,725 $492K
Financial Counselors Inc. 0.01% Reduce -1.6% 3,711 $491K
Waters Parkerson & Co., LLC 0.03% No change 3,700 $489K
Abbot Financial Management, Inc. 0.24% Reduce -5.7% 3,692 $488K
Johnson Investment Counsel Inc. 0.00% Reduce -32.3% 3,683 $487K
Ellis Investment Partners, LLC 0.10% Reduce -0.1% 3,671 $485K
Proficio Capital Partners LLC 0.04% New 3,633 $480K
T. Rowe Price Associates Inc. 0.00% No change 3,614 $478K
Marathon Capital Management 0.12% No change 3,615 $478K
Chemistry Wealth Management LLC 0.11% No change 3,613 $478K
Middleton & Co. Inc. 0.05% No change 3,600 $476K
Glassman Wealth Services 0.08% No change 3,598 $476K
Capstone Wealth Management Group LLC 0.36% — 3,597 $476K
Liberty Wealth Management LLC 0.08% Reduce -9.3% 3,575 $473K
XTX Topco Ltd 0.04% New 3,549 $469K
Coastwise Capital Group, LLC 0.37% Reduce -1.4% 3,548 $469K
Independent Wealth Network Inc. 0.19% Reduce -3.0% 3,532 $467K
KWB Wealth 0.06% Reduce -22.8% 3,200 $466K
Hennion & Walsh Asset Management, Inc. 0.02% No change 3,510 $464K
IHT Wealth Management, LLC 0.01% Reduce -26.8% 3,485 $461K
Certuity, LLC 0.05% New 3,435 $454K
Brandywine Oak Private Wealth LLC 0.04% Reduce -4.0% 3,426 $453K
Carolinas Wealth Consulting LLC 0.09% Reduce -1.4% 3,411 $451K
Legacy Edge Advisors, LLC 0.07% Add +3.5% 3,422 $451K
Flagship Private Wealth, LLC 0.22% Add +0.1% 3,383 $447K
Institute for Wealth Management, LLC. 0.06% No change 3,377 $446K
Penbrook Management LLC 0.30% No change 3,360 $444K
Caprock Group, LLC 0.01% New 3,344 $442K
Carbahal Olsen Financial Services Group, LLC 0.40% — 3,320 $439K
Choreo, LLC 0.01% Reduce -3.8% 3,309 $437K
Anchor Investment Management, LLC 0.04% Reduce -5.6% 3,278 $433K
International Assets Investment Management, LLC 0.04% New 3,260 $433K
NorthCrest Asset Manangement, LLC 0.01% Reduce -0.4% 3,276 $433K
SPC Financial, Inc. 0.04% No change 3,265 $432K
Orleans Capital Management Corp. 0.24% Reduce -1.5% 3,202 $430K
Optimum Investment Advisors 0.19% Add +1.8% 3,242 $429K
First Horizon Advisors, Inc. 0.01% Add +0.1% 3,239 $428K
SeaCrest Wealth Management, LLC 0.04% Reduce -68.3% 3,233 $427K
Lighthouse Financial LLC 0.34% — 3,210 $424K
Debussy Capital Management LP 0.07% Reduce -36.0% 3,063 $424K
Sequoia Financial Advisors, LLC 0.00% Add +22.9% 3,205 $424K
Triangle Securities Wealth Management 0.11% Reduce -4.4% 3,196 $423K
Griffin Asset Management, Inc. 0.05% No change 3,165 $418K
Marotta Asset Management 0.09% No change 3,148 $418K
Tiaa Trust, National Association 0.00% Add +33.3% 3,154 $417K
Clear Harbor Asset Management, LLC 0.03% Add +1.3% 3,145 $416K
J.W. Cole Advisors, Inc. 0.02% Reduce -5.3% 3,101 $410K
OMERS ADMINISTRATION Corp 0.00% New 3,100 $410K
Principal Securities, Inc. 0.01% Reduce -18.1% 3,089 $408K
Nations Financial Group Inc, /Ia/ 0.03% Add +8.9% 3,080 $407K
Bessemer Group Inc. 0.00% Add +225.4% 3,075 $407K
HCR Wealth Advisors 0.05% Reduce -71.4% 3,061 $405K
Mesirow Financial Investment Management, Inc. 0.01% No change 3,051 $403K
King Wealth Management Group 0.06% Reduce -0.0% 3,050 $403K
Mission Wealth Management, LP 0.01% Add +0.8% 3,046 $403K
Maltin Wealth Management, Inc. 0.20% Add +0.0% 3,045 $403K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +57.1% 3,034 $401K
PAX Financial Group, LLC 0.07% No change 3,000 $397K
West Coast Financial LLC 0.04% No change 3,000 $397K
Oakworth Capital, Inc. 0.03% No change 3,000 $397K
Beverly Hills Private Wealth, LLC 0.08% Add +79.8% 2,972 $393K
Vontobel Holding Ltd. 0.00% Add +20.2% 2,959 $391K
Tudor Financial Inc. 0.23% Add +5.9% 2,947 $390K
Fishman Jay A Ltd. 0.04% No change 2,940 $389K
LongView Asset Management LLC 0.34% — 2,933 $388K
Fernwood Investment Management, LLC 0.14% Reduce -14.3% 2,933 $388K
Peregrine Asset Advisers, Inc. 0.14% Reduce -15.8% 2,921 $386K
Werba Rubin Papier Wealth Management 0.09% Add +0.0% 2,919 $386K
Comprehensive Financial Consultants Institutional, Inc. 0.14% Reduce -26.2% 2,903 $384K
CWA Asset Management Group, LLC 0.02% New 2,890 $382K
HUB Investment Partners, LLC 0.02% Add +68.0% 2,877 $380K
Grant Private Wealth Management Inc 0.41% — 2,862 $378K
EverSource Wealth Advisors, LLC 0.02% Reduce -31.0% 2,844 $376K
MGB Wealth Management, LLC 0.11% Reduce -36.4% 2,800 $370K
Joel Isaacson & Co., LLC 0.02% No change 2,794 $369K
Citizens Financial Group Inc. 0.01% Add +40.8% 2,789 $369K
Carret Asset Management, LLC 0.04% Reduce -0.8% 2,782 $368K
SevenBridge Financial Group, LLC 0.07% Reduce -12.8% 2,734 $367K
Montag A & Associates Inc. 0.02% No change 2,775 $367K
Wescott Financial Advisory Group, LLC 0.04% Reduce -8.4% 2,769 $366K
TD Private Client Wealth LLC 0.01% Add +3.0% 2,746 $363K
EWG Elevate Inc. 0.11% No change 2,745 $363K
O'shaughnessy Asset Management, LLC 0.00% Add +10.8% 2,745 $363K
Prospera Financial Services Inc 0.01% Reduce -5.1% 2,733 $361K
Beckerman Institutional, LLC 0.29% Add +0.3% 2,730 $361K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -2.1% 2,728 $361K
Keystone Financial Group 0.04% New 2,680 $361K
Capital Market Strategies LLC 0.21% Reduce -0.1% 2,724 $360K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,715 $359K
Bank of New Hampshire 0.09% Reduce -6.0% 2,712 $359K
Ancora Advisors LLC 0.01% Reduce -31.5% 2,703 $357K
Perigon Wealth Management, LLC 0.01% Reduce -25.8% 2,684 $357K
Jacobi Capital Management LLC 0.03% Add +0.8% 2,698 $357K
Exencial Wealth Advisors, LLC 0.01% Add +0.0% 2,687 $355K
Pinnacle Financial Partners Inc 0.01% Add +2.3% 2,685 $355K
Simmons Bank 0.03% No change 2,675 $354K
Heritage Investment Group, Inc. 0.07% No change 2,675 $354K
Hanson & Doremus Investment Management 0.05% Reduce -4.8% 2,646 $350K
Ted Buchan & Co 0.17% Reduce -2.2% 2,645 $350K
Courier Capital LLC 0.02% Reduce -68.4% 2,637 $349K
Dover Advisors, LLC 0.20% No change 2,618 $346K
Fulton Breakefield Broenniman LLC 0.02% No change 2,611 $345K
Neuberger Berman Group LLC 0.00% Reduce -16.5% 2,608 $345K
Chancellor Financial Group WB LP 0.28% — 2,596 $343K
Clare Market Investments LLC 0.08% Reduce -29.9% 2,595 $343K
Berger Financial Group, Inc 0.02% New 2,591 $343K
Investmark Advisory Group LLC 0.17% Add +0.0% 2,588 $342K
Signet Financial Management, LLC 0.04% Reduce -1.0% 2,585 $342K
Vise Technologies, Inc. 0.03% Add +9.5% 2,568 $339K
Transatlantique Private Wealth LLC 0.13% Add +42.7% 2,552 $337K
Fisher Asset Management 0.00% Add +19.2% 2,544 $336K
Dana Investment Advisors, Inc. 0.01% No change 2,525 $334K
Altfest L J & Co. Inc. 0.04% Reduce -0.1% 2,502 $331K
Kingswood Wealth Advisors, LLC 0.02% Add +33.6% 2,501 $331K
Seed Wealth Management, Inc. 0.27% No change 2,500 $331K
Avidian Wealth Enterprises, LLC 0.01% No change 2,498 $330K
Chapin Davis, Inc. 0.11% No change 2,265 $330K
Warner Financial, Inc. 0.14% Add +0.0% 2,491 $329K
Raffa Wealth Management, LLC 0.08% No change 2,479 $328K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 2,475 $327K
RB Capital Management, LLC 0.08% Add +0.0% 2,471 $327K
Objective Capital Management, LLC 0.22% Reduce -19.6% 2,460 $325K
First Manhattan Co. Llc. 0.00% New 2,444 $323K
CW Advisors, LLC 0.00% Add +11.1% 2,416 $319K
FineMark National Bank & Trust 0.01% New 2,415 $319K
Clearwater Capital Advisors, LLC 0.03% No change 2,414 $319K
Pines Wealth Management, LLC 0.14% — 2,391 $317K
Mechanics Bank Trust Department 0.04% Reduce -20.0% 2,400 $317K
Leo Wealth, LLC 0.03% Reduce -0.1% 2,395 $317K
HB Wealth Management, LLC 0.00% Reduce -5.9% 2,385 $315K
Savant Capital, LLC 0.00% Reduce -6.9% 2,374 $314K
Bay Rivers Group 0.15% Reduce -3.4% 2,365 $313K
SFE Investment Counsel 0.07% Reduce -9.2% 2,361 $312K
James J. Burns & Company, LLC 0.05% Add +15.1% 2,361 $311K
Procyon Advisors, LLC 0.02% No change 2,329 $308K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -1.5% 2,314 $306K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +16.2% 2,309 $305K
Weil Company, Inc. 0.10% No change 2,279 $301K
Atlas Private Wealth Advisors 0.04% No change 2,278 $301K
Bangor Savings Bank 0.03% No change 2,278 $301K
GFS Advisors, LLC 0.05% Add +35.0% 2,259 $299K
Salem Investment Counselors Inc. 0.01% No change 2,255 $298K
Endowment Wealth Management, Inc. 0.20% New 2,252 $298K
Neumann Capital Management, LLC 0.10% No change 2,238 $296K
Castle Rock Wealth Management, LLC 0.07% Reduce -16.4% 2,163 $295K
Southern Capital Advisors, LLC 0.16% Add +0.1% 2,197 $290K
PGIM Custom Harvest LLC 0.01% Add +21.2% 2,196 $290K
HBK Sorce Advisory LLC 0.01% Add +5.3% 2,196 $290K
NorthRock Partners, LLC 0.01% Reduce -5.2% 2,177 $288K
Allworth Financial LP 0.00% Add +36.9% 2,093 $285K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -8.5% 2,150 $284K
AE Wealth Management LLC 0.00% Reduce -4.4% 2,148 $284K
KFG Wealth Management, LLC 0.05% Add +8.5% 2,143 $283K
Brick & Kyle, Associates 0.12% Reduce -1.1% 2,143 $283K
Northstar Group, Inc. 0.05% Reduce -4.5% 2,118 $280K
Welch & Forbes LLC 0.00% No change 2,107 $279K
SBI Securities Co., Ltd. 0.01% — 2,090 $276K
Citizens & Northern Corp. 0.08% New 2,084 $276K
MTM Financial Group, LLC 0.16% Reduce -6.4% 2,137 $275K
First Nebraska Trust Co 0.03% Reduce -3.0% 2,071 $274K
Global Assets Advisory, LLC 0.15% New 2,057 $273K
Samalin Investment Counsel, LLC 0.12% No change 2,062 $273K
Kovack Advisors, Inc. 0.03% Add +5.3% 2,060 $272K
Elk River Wealth Management LLC 0.05% No change 2,055 $272K
Massachusetts Wealth Management 0.17% New 2,045 $270K
Aptus Capital Advisors, LLC 0.00% Add +377.9% 2,036 $269K
Patten Group, Inc. 0.06% Reduce -26.2% 2,029 $268K
10Elms LLP 0.34% — 2,025 $268K
Regent Peak Wealth Advisors LLC 0.06% Reduce -5.7% 2,005 $265K
Tritonpoint Wealth, LLC 0.02% Add +6.6% 2,004 $265K
Caption Management, LLC 0.01% No change 2,000 $264K
Douglass Winthrop Advisors, LLC 0.01% Add +2.6% 1,990 $263K
Rehmann Capital Advisory Group 0.02% Reduce -19.2% 1,989 $263K
Arete Wealth Advisors, LLC 0.02% Add +4.2% 1,990 $263K
Wedmont Private Capital 0.01% No change 1,975 $262K
Harbour Investments, Inc. 0.01% Add +30.9% 1,972 $261K
Coastal Bridge Advisors, LLC 0.06% No change 1,950 $258K
Everett Harris & Co. 0.00% No change 1,933 $256K
United Bank 0.03% No change 1,908 $252K
StoneX Group Inc. 0.01% Reduce -11.6% 1,899 $251K
Family Manage LLC 0.04% Reduce -2.8% 1,895 $251K
RPS Advisory Solutions LLC 0.16% Reduce -0.2% 1,893 $250K
Cookson Peirce & Co. Inc. 0.01% No change 1,882 $249K
NCM Capital Management, LLC 0.11% No change 1,865 $247K
BBR Partners, LLC 0.02% No change 1,839 $243K
Retirement Planning Co of New England, Inc. 0.12% Reduce -0.3% 1,825 $241K
Bravias Capital Group, LLC 0.20% — 1,734 $240K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.1% 1,815 $240K
RMR Wealth Builders 0.02% Reduce -0.3% 1,803 $238K
Essex LLC 0.05% Reduce -5.0% 1,801 $238K
ESL Trust Services, LLC 0.05% New 1,800 $238K
Compagnie Lombard Odier SCmA 0.00% No change 1,800 $238K
Cora Capital Advisors LLC 0.11% Reduce -5.9% 1,796 $237K
U.S. Capital Wealth Advisors, LLC 0.01% Add +23.7% 1,796 $237K
Baldwin Wealth Partners LLC 0.02% Reduce -7.3% 1,790 $237K
Graypoint LLC 0.01% Add +10.3% 1,779 $235K
Nwam LLC 0.01% Reduce -7.4% 1,774 $235K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.4% 1,767 $234K
Orion Portfolio Solutions, LLC 0.00% Reduce -2.4% 1,767 $234K
One Capital Management, LLC 0.01% Reduce -23.1% 1,766 $233K
Runnymede Capital Advisors, Inc. 0.20% — 1,762 $233K
Asset Management Group, Inc. 0.04% Add +0.1% 1,753 $232K
Larson Financial Group LLC 0.01% Add +6.2% 1,753 $232K
Heritage Wealth Advisors 0.01% No change 1,750 $231K
Acorn Financial Advisory Services Inc. 0.04% Reduce -33.0% 1,748 $231K
Financial Advisors, LLC 0.04% No change 1,744 $231K
Hudock, Inc. 0.04% New 1,734 $229K
Atria Investments, Inc 0.00% Add +1.6% 1,728 $228K
Flputnam Investment Management Co. 0.00% Add +0.5% 1,726 $228K
IMS Capital Management 0.11% Add +0.1% 1,715 $227K
Modern Wealth Management, LLC 0.01% New 1,708 $226K
Harbor Investment Advisory, LLC 0.02% Reduce -15.4% 1,704 $225K
Hilltop Partners LLC 0.08% Reduce -0.6% 1,702 $225K
Benjamin Edwards Inc. 0.00% Add +1.2% 1,699 $225K
HSBC Holdings PLC 0.00% Reduce -15.0% 1,695 $224K
Caldwell Trust Co 0.02% No change 1,693 $224K
RDA Financial Network 0.06% Reduce -0.1% 1,685 $223K
Paloma Partners Management Co 0.02% Reduce -38.9% 1,680 $222K
Townsquare Capital LLC 0.00% Reduce -1.7% 1,654 $219K
Avantax Planning Partners, Inc. 0.01% No change 1,652 $218K
Western Wealth Management, LLC 0.01% Reduce -2.4% 1,651 $218K
WJ Wealth Management, LLC 0.08% No change 1,650 $218K
Investment Partners Asset Management, Inc. 0.17% Reduce -10.1% 1,645 $217K
LCNB Corp. 0.08% No change 1,645 $217K
Millennium Capital Advisors, LLC 0.15% No change 1,626 $215K
Baxter Bros Inc. 0.03% Reduce -31.9% 1,616 $214K
PACK Private Wealth, LLC 0.13% No change 1,614 $213K
Addison Capital Co 0.08% Reduce -1.5% 1,606 $212K
Apriem Advisors 0.02% Reduce -1.2% 1,605 $212K
Erste Asset Management GmbH 0.00% No change 39,000 $211K
Cahill Financial Advisors Inc. 0.03% Reduce -1.3% 1,599 $211K
Oxler Private Wealth LLC 0.07% No change 1,591 $210K
Argent Trust Co 0.01% Add +2.6% 1,577 $208K
Ingalls & Snyder LLC 0.01% Reduce -1.6% 1,574 $208K
Wealthgarden F.S. LLC 0.19% Reduce -33.8% 1,569 $207K
Mascagni Wealth Management, Inc. 0.21% — 1,620 $207K
Money Concepts Capital Corp. 0.02% Reduce -0.5% 1,566 $207K
Penobscot Investment Management Company, Inc. 0.02% Reduce -6.3% 1,565 $207K
KKM Financial LLC 0.09% Reduce -18.0% 1,550 $205K
Bond & Devick Financial Network, Inc. 0.09% No change 1,403 $204K
Caldwell Sutter Capital, Inc. 0.09% Reduce -19.6% 1,542 $204K
Valmark Advisers, Inc. 0.00% New 1,542 $204K
Dorsey & Whitney Trust CO LLC 0.01% No change 1,530 $202K
Daymark Wealth Partners, LLC 0.01% Reduce -4.7% 1,529 $202K
Sterling Investment Counsel, LLC 0.13% No change 1,521 $201K
Park Avenue Securities LLC 0.00% Add +2.0% 1,524 $201K
Brighton Jones LLC 0.01% New 1,517 $201K
Ally Invest Advisors Inc. 0.02% Add +5.3% 1,515 $200K
IFC Advisors LLC 0.04% — 1,513 $200K
EPG Wealth Management LLC 0.05% Reduce -4.3% 1,513 $200K
Nvwm, LLC 0.05% Add +96.5% 1,493 $197K
North Star Investment Management Corp. 0.01% No change 1,488 $197K
Atlatl Advisers LLC 0.11% — 1,440 $190K
UMB Bank, n.a. 0.00% No change 1,434 $190K
Creative Financial Designs Inc. 0.01% No change 1,399 $185K
Hikari Tsushin, Inc. 0.01% No change 1,373 $182K
Bokf, NA 0.00% Reduce -0.1% 1,342 $178K
Orion Capital Management LLC 0.08% New 1,300 $172K
Parallel Advisors, LLC 0.00% Reduce -9.8% 1,239 $164K
LFA - Lugano Financial Advisors SA 0.10% No change 1,200 $159K
Union Savings Bank 0.08% No change 1,200 $159K
Wilmington Savings Fund Society, FSB 0.00% Reduce -34.4% 1,186 $157K
CoreCap Advisors, LLC 0.01% Reduce -3.3% 1,179 $156K
St Germain D J Co. Inc. 0.01% Reduce -1.3% 1,170 $155K
Mainstream Capital Management LLC 0.10% New 1,132 $150K
JTC Employer Solutions Trustee Ltd 0.01% Reduce -50.0% 1,107 $146K
Blue Trust, Inc. 0.00% Add +22.5% 1,088 $144K
Signaturefd, LLC 0.00% Add +6.8% 1,078 $142K
Minot DeBlois Advisors LLC 0.13% — 1,075 $142K
Pittenger & Anderson Inc. 0.01% No change 1,050 $139K
Daiwa Securities Group Inc. 0.00% Add +1.3% 1,041 $138K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,037 $137K
Clearstead Advisors, LLC 0.00% No change 1,002 $132K
Avondale Wealth Management 0.08% No change 1,000 $132K
Register Financial Advisors LLC 0.06% No change 977 $129K
Mogy Joel R Investment Counsel Inc. 0.01% No change 975 $129K
Ascentis Wealth Management, LLC 0.05% Reduce -41.6% 975 $129K
Golden State Wealth Management, LLC 0.02% — 969 $128K
Bristlecone Advisors, LLC 0.01% No change 923 $122K
Wellington Shields & Co., LLC 0.04% Reduce -43.8% 900 $119K
Lindbrook Capital, LLC 0.01% Reduce -14.3% 900 $119K
Fourth Dimension Wealth, LLC 0.06% — 898 $119K
Eastern Bank 0.00% Add +99.5% 894 $118K
American Capital Advisory, LLC 0.07% No change 891 $118K
HM Payson & Co. 0.00% No change 881 $116K
Geneos Wealth Management Inc. 0.00% Add +52.4% 873 $115K
Smithfield Trust Co 0.01% No change 800 $107K
SOA Wealth Advisors, LLC. 0.02% No change 792 $105K
Viewpoint Capital Management LLC 0.05% No change 780 $103K
Federation des caisses Desjardins du Quebec 0.00% Reduce -12.5% 745 $98K
Concourse Financial Group Securities, Inc. 0.01% Add +7.4% 710 $97K
Winch Advisory Services, LLC 0.02% No change 716 $95K
Wolff Wiese Magana LLC 0.06% No change 709 $94K
Rogco, LP 0.04% No change 700 $93K
Finley Financial, LLC 0.05% — 675 $90K
Arax Advisory Partners 0.01% No change 653 $86K
Mitchell Sinkler & Starr 0.02% No change 643 $85K
Investment Research & Advisory Group, Inc. 0.04% No change 642 $85K
Global Financial Private Client, LLC 0.03% No change 640 $85K
Pacific Center for Financial Services 0.02% No change 621 $82K
Activest Wealth Management 0.02% Reduce -27.6% 617 $82K
Private Trust Co. NA 0.01% Reduce -82.5% 613 $81K
Hazlett, Burt & Watson, Inc. 0.04% No change 609 $81K
Barrett & Company, Inc. 0.03% Add +2.7% 604 $80K
Tortoise Investment Management, LLC 0.01% No change 603 $80K
AlphaCore Capital LLC 0.02% No change 603 $80K
MCF Advisors LLC 0.01% No change 600 $79K
Continuum Advisory, LLC 0.01% Add +0.2% 600 $79K
Ransom Advisory, Ltd 0.04% No change 599 $79K
AllSquare Wealth Management LLC 0.04% No change 567 $75K
Mb, Levis & Associates, LLC 0.04% No change 552 $73K
HighMark Wealth Management LLC 0.04% No change 547 $72K
Venturi Wealth Management, LLC 0.00% No change 544 $72K
Hoey Investments, Inc. 0.01% New 530 $70K
Vermillion Wealth Management, Inc. 0.04% — 530 $70K
Plante Moran Financial Advisors, LLC 0.01% No change 528 $70K
Angeles Wealth Management, LLC 0.01% Add +2083.3% 524 $69K
Financial Perspectives, Inc 0.02% No change 519 $69K
WASHINGTON TRUST Co 0.00% No change 516 $68K
Medallion Wealth Advisors, LLC 0.03% — 510 $67K
Solstein Capital, LLC 0.04% No change 505 $67K
Asset Dedication, LLC 0.00% No change 472 $62K
Tsfg, LLC 0.01% Reduce -58.2% 472 $62K
IAG Wealth Partners, LLC 0.01% No change 450 $59K
FSA Wealth Management LLC 0.02% No change 447 $59K
Hurley Capital, LLC 0.05% — 440 $59K
Sunbelt Securities, Inc. 0.01% Reduce -34.0% 442 $58K
Bogart Wealth, LLC 0.00% Add +66.3% 434 $57K
SYM FINANCIAL Corp 0.01% Add +238.6% 430 $57K
Mather Group, Llc. 0.00% No change 423 $56K
Centricity Wealth Management, LLC 0.05% — 415 $55K
WFA Asset Management Corp 0.03% No change 412 $54K
Paladin Advisory Group, LLC 0.04% No change 407 $54K
Hexagon Capital Partners LLC 0.01% Add +307.0% 407 $54K
Realta Investment Advisors 0.02% Reduce -90.4% 396 $53K
Matrix Private Capital Group LLC 0.03% No change 400 $53K
Beacon Capital Management, LLC 0.01% No change 399 $53K
Y.D. More Investments Ltd 0.00% Reduce -33.5% 385 $51K
Archer Investment Corp 0.01% No change 378 $50K
GAMMA Investing LLC 0.00% No change 377 $50K
Guardian Wealth Advisors, LLC / NC 0.00% Add +24.8% 372 $49K
Comprehensive Financial Planning, Inc. 0.04% — 359 $47K
Addison Advisors LLC 0.01% No change 340 $45K
Bollard Group LLC 0.00% No change 334 $44K
Crews Bank & Trust 0.01% — 330 $44K
Mascoma Wealth Management LLC 0.01% No change 321 $42K
Modus Advisors, LLC 0.01% New 313 $41K
Main Management LLC 0.00% Reduce -33.6% 300 $40K
Monetary Management Group Inc. 0.01% No change 300 $40K
Wellington Shields Capital Management, LLC 0.01% Add +1753.4% 39,663 $40K
Smartleaf Asset Management LLC 0.00% No change 300 $40K
Thompson Investment Management, Inc. 0.01% No change 291 $38K
GKV Capital Management Co., Inc. 0.02% — 290 $38K
Integrity Financial Corp 0.02% No change 289 $38K
Horizon Bancorp Inc. 0.02% Reduce -15.9% 290 $38K
Van Hulzen Asset Management, LLC 0.00% New 285 $38K
Trifecta Capital Advisors, LLC 0.01% No change 275 $36K
Resources Management Corp. /CT/ 0.00% No change 272 $36K
Murphy & Mullick Capital Management Corp 0.03% — 265 $35K
Johnson Financial Group, Inc. 0.00% No change 250 $35K
Hager Investment Management Services, LLC 0.02% — 260 $34K
NFSG Corp 0.01% New 249 $33K
Bradley & Co. Private Wealth Management, LLC 0.02% — 245 $32K
S&T Bank 0.01% New 240 $32K
High Note Wealth, LLC 0.01% New 240 $32K
Crewe Advisors LLC 0.00% No change 232 $31K
VSM Wealth Advisory, LLC 0.01% — 228 $30K
TrinityBridge Ltd 0.00% No change 230 $30K
HHM Wealth Advisors, LLC 0.00% Add +200.0% 225 $30K
Red Lighthouse Investment Management, LLC 0.01% No change 222 $29K
Private Capital Management LLC 0.01% No change 221 $29K
Deutsche Bank AG 0.00% No change 221 $29K
Key Financial Inc 0.01% No change 220 $29K
Prestige Wealth Management Group LLC 0.01% No change 219 $29K
Highline Wealth Partners LLC 0.01% No change 205 $27K
Darwin Wealth Management, LLC 0.01% No change 200 $26K
Consultiva Wealth Management, Corp. 0.13% New 200 $26K
Glen Eagle Advisors, LLC 0.00% No change 196 $26K
Phillips Financial Management, LLC 0.00% No change 196 $26K
Cordgrass Capital Advisors, LLC 0.01% No change 189 $25K
WealthShield Partners, LLC 0.00% Reduce -28.5% 188 $25K
Armstrong Advisory Group, Inc. 0.00% No change 187 $25K
Front Row Advisors LLC 0.01% No change 180 $24K
Advanced Asset Management Advisors Inc 0.01% No change 180 $24K
Assetmark, Inc. 0.00% New 180 $24K
Financial Freedom, LLC 0.01% No change 175 $23K
Ameliora Wealth Management Ltd. 0.01% New 175 $23K
Rosenberg Matthew Hamilton 0.01% No change 162 $21K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 150 $21K
Parkside Financial Bank & Trust 0.00% No change 154 $20K
CVA Family Office, LLC 0.00% Reduce -60.0% 150 $20K
Spectrum Wealth Counsel, LLC 0.00% No change 150 $20K
Promus Capital, LLC 0.01% — 136 $18K
Wingate Wealth Advisors, Inc. 0.02% — 135 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 124 $16K
Glass Jacobson Investment Advisors llc 0.01% Reduce -40.2% 122 $16K
JDM Financial Group LLC 0.01% Reduce -12.9% 121 $16K
Aberdeen Wealth Management LLC 0.01% Reduce -12.4% 120 $16K
CBIZ Investment Advisory Services, LLC 0.00% No change 113 $15K
Delta Asset Management LLC 0.00% No change 112 $15K
AdvisorNet Financial, Inc 0.00% Reduce -57.5% 111 $15K
Synergy Investment Management, LLC 0.01% — 106 $14K
Creative Capital Management Investments LLC 0.01% New 103 $14K
Pathway Financial Advisers, LLC 0.00% No change 102 $13K
West Branch Capital LLC 0.00% Reduce -37.3% 101 $13K
Russell Investments Group, Ltd. 0.00% Add +87.0% 101 $13K
Hartford Financial Management Inc. 0.00% No change 100 $13K
Tidemark, LLC 0.00% No change 95 $13K
Independence Bank of Kentucky 0.00% No change 95 $13K
Bfsg, LLC 0.00% No change 90 $12K
Oliver Lagore Vanvalin Investment Group 0.00% Add +0.0% 87 $12K
Country Trust Bank 0.00% No change 85 $11K
SouthState Bank Corp 0.00% No change 82 $11K
FWL Investment Management, LLC 0.00% No change 81 $11K
Princeton Global Asset Management LLC 0.00% Reduce -11.1% 80 $11K
Morton Brown Family Wealth, LLC 0.00% No change 79 $10K
Sittner & Nelson, LLC 0.00% No change 77 $10K
Cape Investment Advisory, Inc. 0.00% No change 77 $10K
Duncker Streett & Co. Inc. 0.00% Reduce -7.2% 77 $10K
Centennial Bank 0.00% No change 75 $10K
Atticus Wealth Management, LLC 0.00% No change 75 $10K
Sage Mountain Advisors LLC 0.00% No change 75 $10K
Hollencrest Capital Management 0.00% No change 75 $10K
ORG Partners LLC 0.00% No change 74 $10K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 72 $10K
Salomon & Ludwin, LLC 0.00% Reduce -88.4% 71 $9K
Physician Wealth Advisors, Inc. 0.00% New 70 $9K
Coston, McIsaac & Partners 0.00% No change 74 $9K
GW&K Investment Management, LLC 0.00% New 65 $9K
Sachetta, LLC 0.00% No change 65 $9K
Ameriflex Group, Inc. 0.00% — 61 $8K
Tradewinds Capital Management, LLC 0.00% New 64 $8K
Turim 21 Investimentos Ltda. 0.00% New 61 $8K
Breakwater Investment Management 0.00% No change 63 $8K
Gables Capital Management Inc. 0.00% No change 60 $8K
Rialto Wealth Management, LLC 0.00% — 60 $8K
Howe & Rusling Inc. 0.00% New 60 $8K
Coppell Advisory Solutions LLC 0.00% No change 59 $8K
Game Plan Financial Advisors, LLC 0.00% No change 54 $7K
Founders Financial Alliance, LLC 0.00% No change 53 $7K
AlphaMark Advisors, LLC 0.00% No change 50 $7K
Kestra Investment Management, LLC 0.00% New 53 $7K
Transce3nd, LLC 0.00% — 52 $7K
Atlas Capital Advisors Inc. 0.00% No change 52 $7K
Townsend Asset Management Corp. /NC/ 0.00% No change 52 $7K
Motco 0.00% No change 51 $7K
Evermay Wealth Management LLC 0.00% No change 50 $7K
Trust Co 0.00% No change 50 $7K
Lee Danner & Bass Inc. 0.00% New 50 $7K
Anfield Capital Management, LLC 0.00% No change 47 $6K
MTM Investment Management, LLC 0.00% New 46 $6K
JFS Wealth Advisors, LLC 0.00% No change 45 $6K
Reyes Financial Architecture, Inc. 0.00% — 45 $6K
Jackson Hole Capital Partners, LLC 0.00% No change 45 $6K
Nova Wealth Management, Inc. 0.00% — 40 $5K
Powell Investment Advisors, LLC 0.00% No change 40 $5K
Concord Wealth Partners 0.00% No change 39 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 35 $5K
IMG Wealth Management, Inc. 0.00% — 32 $4K
PSI Advisors, LLC 0.00% Add +158.3% 31 $4K
Hantz Financial Services, Inc. 0.00% No change 30 $4K
McIlrath & Eck, LLC 0.00% New 30 $4K
Ameritas Investment Partners, Inc. 0.00% No change 30 $4K
Morris Financial Concepts, Inc. 0.00% No change 27 $4K
Quest 10 Wealth Builders, Inc. 0.00% — 26 $3K
Lowe Wealth Advisors, LLC 0.00% No change 25 $3K
Colony Family Offices, LLC 0.00% New 23 $3K
Capital Analysts, LLC 0.00% Add +81.8% 20 $3K
Provident Wealth Management, LLC 0.00% New 20 $3K
Sound Income Strategies, LLC 0.00% Reduce -30.8% 18 $2K
Ogorek Anthony Joseph /NY/ 0.00% New 20 $2K
Millstone Evans Group, LLC 0.00% — 15 $2K
Pension & Wealth Management Advisors, Inc. 0.00% New 13 $2K
Cassady Schiller Wealth Management, LLC 0.00% No change 12 $2K
Aviso Financial Inc. 0.00% No change 12 $2K
Logan Capital Management Inc. 0.00% No change 10 $1K
Main Street Group, LTD 0.00% Add +10.0% 11 $1K
Founders Capital Management 0.00% No change 6 $805
Financial Gravity Companies, Inc. 0.00% Add +50.0% 6 $793
Tower Research Capital LLC (TRC) 0.00% Reduce -99.5% 6 $793
Central Pacific Bank - Trust Division 0.00% No change 5 $661
Lanark Financial, Inc. 0.05% — 4 $579
Luminist Capital LLC 0.00% — 4 $529
Western Pacific Wealth Management, LP 0.00% No change 3 $399
Rakuten Securities, Inc. 0.00% Reduce -97.4% 2 $264
Manchester Capital Management LLC 0.00% No change 1 $133

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