iShares Biotechnology ETFIBBETF

13F holders, Q2 2025 (June 30)
797holders −38
42new positions
82sold out
4famous investors
$126.69avg. 13F price*

At the end of Q2 2025, 797 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, down 38 from Q1 2025. 42 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($776.4M), Citigroup Inc. ($515.4M) and Morgan Stanley ($458.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions42$56.2M
Exits82$194.3M

All 13F filers, Q1 2025 → Q2 2025: 5,014,556 shares bought and 5,072,135 shares sold, net −57,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 797 holders

Bank of America Corp. 0.06% Reduce -11.9% 6,136,949 $776.4M
Citigroup Inc. 0.36% Add +27.0% 4,073,967 $515.4M
Morgan Stanley 0.03% Add +29.2% 3,620,795 $458.1M
Goldman Sachs Group Inc. 0.05% Add +368.7% 2,482,142 $314.0M
UBS Group AG 0.04% Add +3.7% 1,467,367 $185.6M
JPMorgan Chase & Co. 0.01% Add +74.2% 833,196 $105.4M
Wells Fargo & Company 0.02% Reduce -23.3% 678,506 $85.8M
Royal Bank of Canada 0.02% Reduce -17.5% 630,539 $79.8M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Reduce -25.0% 600,000 $75.9M
Commerce Bank 0.42% Reduce -6.8% 559,240 $70.7M
BNP Paribas Financial Markets 0.05% Reduce -49.4% 463,575 $58.6M
Barclays PLC 0.02% Reduce -45.9% 390,159 $49.4M
LPL Financial LLC 0.02% Reduce -6.7% 376,733 $47.7M
Bronte Capital Management Pty Ltd. 3.31% Add +12.6% 295,346 $42.1M
PNC Financial Services Group, Inc. 0.03% Reduce -6.5% 312,712 $39.6M
Raymond James Financial Inc. 0.01% Reduce -26.0% 259,741 $32.9M
Employees Retirement System of Texas 0.24% New 198,000 $25.0M
Commonwealth Equity Services, LLC 0.03% Reduce -7.1% 180,619 $22.9M
Citadel Advisors 0.02% Add +847.4% 158,385 $20.0M
Rockefeller Capital Management L.P. 0.04% Reduce -8.2% 131,535 $16.6M
Albion Financial Group 1.02% Add +0.1% 123,993 $15.7M
Avalon Trust Co 1.13% Reduce -4.0% 122,015 $15.4M
Generali Investments CEE, investicni spolecnost, a.s. 1.21% Add +35.0% 116,115 $14.7M
Stifel Financial Corp. 0.01% Reduce -15.7% 112,874 $14.3M
Millennium Management 0.01% Add +160.1% 108,400 $13.7M
Focus Partners Wealth 0.03% Reduce -5.8% 107,440 $13.6M
Thrivent Financial for Lutherans 0.03% Add +7.9% 105,706 $13.4M
Ameriprise Financial Inc. 0.00% Reduce -11.8% 104,144 $13.2M
DAFNA Capital Management LLC 3.63% No change 102,500 $13.0M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.7% 100,936 $12.8M
Investment House LLC 0.61% Add +10.8% 94,948 $12.0M
Capital Fund Management S.A. 0.13% Reduce -34.4% 92,567 $11.7M
Osaic Holdings, Inc. 0.02% Reduce -0.4% 91,002 $11.5M
Miller Investment Management, LP 1.09% Reduce -0.1% 81,949 $10.4M
Destiny Wealth Partners, LLC 1.29% Add +8.5% 75,784 $9.6M
Appleton Partners Inc. 0.66% Reduce -5.7% 73,894 $9.3M
Factory Mutual Insurance Co. 0.10% No change 71,000 $9.0M
MAI Capital Management 0.06% Reduce -28.3% 70,346 $8.9M
MML Investors Services, LLC 0.02% Add +3.5% 67,355 $8.5M
Cumberland Advisors Inc. 3.51% Reduce -10.3% 65,918 $8.3M
Creative Planning 0.01% Reduce -3.2% 65,446 $8.3M
Squarepoint Ops LLC 0.02% Reduce -9.1% 65,442 $8.3M
Erste Asset Management GmbH 0.07% Add +1.8% 64,100 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -39.7% 63,873 $8.1M
Ashton Thomas Private Wealth, LLC 0.28% Add +769.9% 63,691 $8.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.88% Reduce -2.3% 62,617 $7.9M
Gray Foundation 2.20% Reduce -62.7% 61,512 $7.8M
Cetera Investment Advisers 0.01% Reduce -2.3% 61,454 $7.8M
Brown Advisory Inc. 0.01% Reduce -25.6% 59,920 $7.6M
Peapack Gladstone Financial Corp. 0.10% Reduce -6.2% 58,429 $7.4M
Tradition Wealth Management, LLC 0.59% Add +0.4% 58,062 $7.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -14.1% 58,051 $7.3M
Corient Private Wealth LP 0.01% Reduce -53.0% 56,530 $7.2M
Envestnet Asset Management Inc. 0.00% Add +5.8% 56,079 $7.1M
NTV Asset Management LLC 0.80% Reduce -2.7% 52,968 $6.7M
HighTower Advisors, LLC 0.01% Reduce -9.1% 51,707 $6.5M
Blume Capital Management, Inc. 1.32% Add +0.0% 51,185 $6.5M
Tower Research Capital LLC (TRC) 0.17% Add +148.2% 51,037 $6.5M
Janney Montgomery Scott LLC 0.02% Reduce -5.8% 47,534 $6.0M
SP Asset Management LLC 0.49% Reduce -7.9% 47,140 $6.0M
Cerity Partners LLC 0.01% Reduce -5.2% 46,512 $5.9M
Neville Rodie & Shaw Inc. 0.41% Reduce -4.7% 43,354 $5.5M
Forbes J M & Co. LLP 0.49% Reduce -0.6% 42,731 $5.4M
MMBG Investment Advisors Co. 0.53% No change 42,349 $5.4M
Kestra Advisory Services, LLC 0.03% Add +10.0% 42,008 $5.3M
Beacon Pointe Advisors, LLC 0.05% Reduce -17.4% 41,341 $5.2M
Harbour Investment Management LLC 2.21% Reduce -1.8% 40,409 $5.1M
Williams Jones Wealth Management, LLC. 0.06% Reduce -7.0% 40,085 $5.1M
Howard Capital Management Group, LLC 0.34% Reduce -2.1% 38,827 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -11.3% 37,161 $4.8M
Associated Banc-Corp 0.13% Reduce -13.8% 37,134 $4.7M
SOL Capital Management CO 0.45% Reduce -3.6% 36,507 $4.6M
First Interstate Bank 0.27% Reduce -2.7% 36,354 $4.6M
Colonial Trust Advisors 0.38% Reduce -5.7% 36,030 $4.6M
Michelson Medical Research Foundation, Inc. 4.26% Reduce -19.1% 35,095 $4.4M
FRG Family Wealth Advisors LLC 0.76% No change 34,371 $4.3M
Lido Advisors, LLC 0.02% Add +0.4% 33,950 $4.3M
Analyst IMS Investment Management Services Ltd. 0.15% No change 33,758 $4.3M
Bearing Point Capital, LLC 0.77% Add +1224.7% 33,117 $4.2M
Bank of Montreal 0.00% Add +1.2% 32,899 $4.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 32,500 $4.1M
Crescent Grove Advisors, LLC 0.39% Reduce -2.3% 31,672 $4.0M
Oppenheimer & Co. Inc. 0.05% Reduce -10.3% 30,819 $3.9M
Atom Investors LP 0.33% Add +30.6% 29,426 $3.7M
Steward Partners Investment Advisory, LLC 0.03% Add +2.2% 28,998 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -21.4% 28,742 $3.6M
Aristides Capital LLC 1.15% New 28,467 $3.6M
Truist Financial Corp. 0.01% Reduce -37.9% 28,361 $3.6M
Moors & Cabot, Inc. 0.17% Reduce -3.1% 28,148 $3.6M
Mariner, LLC 0.01% Reduce -17.2% 27,873 $3.5M
Sanctuary Advisors, LLC 0.02% Reduce -21.6% 26,332 $3.3M
Evergreen Capital Management LLC 0.10% Reduce -10.9% 25,629 $3.2M
Audent Global Asset Management, LLC 2.31% Add +0.2% 25,609 $3.2M
Chesley Taft & Associates LLC 0.14% Reduce -4.1% 25,512 $3.2M
NBT Bank, N.A. 0.22% Reduce -11.5% 25,047 $3.2M
Private Advisor Group, LLC 0.02% Reduce -10.8% 24,580 $3.1M
Rye Brook Capital LLC 3.21% Add +13.0% 24,300 $3.1M
Snider Financial Group 0.88% No change 24,000 $3.0M
Glenmede Investment Management, LP 0.01% — 22,980 $2.9M
Jones Financial Companies LLLP 0.00% Reduce -1.4% 21,960 $2.8M
Toth Financial Advisory Corp. 0.32% Reduce -45.3% 21,655 $2.7M
Wellington Management Group LLP 0.00% New 21,313 $2.7M
Perkins Coie Trust Co 0.46% Reduce -6.6% 21,119 $2.7M
Marion Wealth Management 0.67% Add +4.1% 21,057 $2.7M
Fischer Financial Services, Inc. 0.78% Reduce -3.2% 20,926 $2.6M
CIBC Private Wealth Group LLC 0.00% Add +0.5% 20,859 $2.6M
Martin & Co. Inc. 0.47% Add +0.4% 20,218 $2.6M
Caz Investments LP 14.33% Add +86.9% 20,000 $2.5M
IFP Advisors, Inc 0.07% Reduce -0.0% 19,845 $2.5M
Parallax Volatility Advisers, L.P. 0.12% Add +647100.0% 19,416 $2.5M
Keybank National Association 0.01% Reduce -1.6% 19,079 $2.4M
Captrust Financial Advisors 0.01% Add +16.3% 18,695 $2.4M
Westside Investment Management, Inc. 0.44% Add +0.6% 18,548 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -27.9% 18,183 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% New 18,163 $2.3M
Northern Trust Corp. 0.00% Reduce -18.4% 18,153 $2.3M
Atlantic Union Bankshares Corp 0.05% New 17,541 $2.2M
Greenline Partners, LLC 0.29% No change 16,847 $2.1M
ArchPoint Investors 0.62% No change 16,750 $2.1M
Waverly Advisors, LLC 0.02% Reduce -26.0% 16,340 $2.1M
Bank Pictet & Cie (Europe) AG 0.04% No change 16,280 $2.1M
Traynor Capital Management, Inc. 0.14% Reduce -27.4% 15,875 $2.0M
Equitable Holdings, Inc. 0.02% Reduce -5.2% 15,988 $2.0M
Group One Trading LLC 0.07% New 15,929 $2.0M
Global Retirement Partners, LLC 0.05% — 15,873 $2.0M
Comerica Bank 0.01% Reduce -3.4% 15,869 $2.0M
BTG Pactual Asset Management US LLC 0.27% Add +2.9% 15,626 $2.0M
DAVENPORT & Co LLC 0.01% Add +5.9% 15,618 $2.0M
Bar Harbor Wealth Management 0.13% Add +1.8% 15,568 $2.0M
Arcadia Wealth Management, Inc. 1.32% Reduce -2.0% 15,367 $1.9M
Choate Investment Advisors 0.04% No change 15,352 $1.9M
&partners 0.01% Add +1.3% 15,209 $1.9M
Wolverine Trading, LLC 0.05% New 15,092 $1.9M
US Bancorp \de 0.00% Reduce -0.9% 15,070 $1.9M
KCM Investment Advisors LLC 0.06% Reduce -22.7% 15,066 $1.9M
Militia Capital Partners, LP 0.89% New 15,000 $1.9M
FAS Wealth Partners, Inc. 0.14% Reduce -19.0% 14,979 $1.9M
Brookstone Capital Management 0.02% Add +84.2% 14,820 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -8.3% 14,776 $1.9M
Merit Financial Group, LLC 0.02% Reduce -1.4% 14,713 $1.9M
Valicenti Advisory Services Inc. 0.43% Reduce -2.5% 14,690 $1.9M
SG Americas Securities, LLC 0.01% Reduce -3.1% 14,553 $1.8M
Capital Insight Partners, LLC 0.32% Reduce -10.8% 14,485 $1.8M
NewEdge Advisors, LLC 0.01% Reduce -3.3% 14,484 $1.8M
FIL Ltd 0.00% Reduce -0.3% 14,452 $1.8M
Crestwood Advisors Group, LLC 0.03% Reduce -8.3% 14,419 $1.8M
Blair William & Co. 0.01% Reduce -38.1% 14,282 $1.8M
Franklin Resources Inc. 0.00% Reduce -21.8% 14,222 $1.8M
Independent Financial Group, LLC 0.05% Reduce -4.4% 14,184 $1.8M
Martin Capital Advisors, LLP 1.16% No change 14,139 $1.8M
1ST Source Bank 0.10% Reduce -4.9% 13,944 $1.8M
Pinnacle Associates Ltd. 0.03% Reduce -9.0% 13,918 $1.8M
Burns J W & Co. Inc. 0.21% Reduce -21.3% 13,837 $1.8M
New England Private Wealth Advisors LLC 0.26% No change 13,053 $1.7M
CENTRAL TRUST Co 0.04% Reduce -0.8% 13,755 $1.7M
Apexium Financial, LP 0.09% Reduce -18.4% 13,625 $1.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.20% No change 13,452 $1.7M
WealthCare Investment Partners, LLC 0.60% Add +7.7% 12,938 $1.7M
Fifth Third Bancorp 0.01% Reduce -0.6% 13,277 $1.7M
Composition Wealth, LLC 0.03% Reduce -11.1% 13,205 $1.7M
Aprio Wealth Management, LLC 0.19% Reduce -88.1% 13,103 $1.7M
Intellectus Partners, LLC 0.36% Reduce -0.5% 13,094 $1.7M
Empirical Asset Management, LLC 0.51% Reduce -4.0% 13,039 $1.6M
Texas Yale Capital Corp. 0.05% Reduce -19.9% 12,840 $1.6M
Family Firm, Inc. 0.39% Add +3.6% 12,809 $1.6M
FMR LLC 0.00% Reduce -14.9% 12,689 $1.6M
Eagle Strategies LLC 0.24% Reduce -4.4% 12,239 $1.5M
Bellwether Advisors, LLC 0.26% Reduce -0.8% 12,058 $1.5M
Raelipskie Partnership 0.70% Reduce -7.5% 12,048 $1.5M
Wesbanco Bank Inc. 0.04% No change 11,647 $1.5M
Littlejohn Financial Services, Inc. 1.13% New 11,563 $1.5M
Boston Research & Management Inc. 0.35% Reduce -4.4% 11,503 $1.5M
White Lighthouse Investment Management Inc. 0.23% Add +0.3% 11,363 $1.4M
Arrowroot Family Office, LLC 0.64% — 11,337 $1.4M
Telos Capital Management, Inc. 0.15% Add +4.0% 11,336 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -44.9% 11,298 $1.4M
Synovus Financial Corp. 0.02% Add +1.5% 10,984 $1.4M
Magnus Financial Group LLC 0.12% Add +4.2% 10,953 $1.4M
Garrison Point Advisors, LLC 0.61% Reduce -4.3% 10,569 $1.3M
Transcend Capital Advisors, LLC 0.10% Reduce -6.0% 10,321 $1.3M
Quantbot Technologies LP 0.03% Reduce -13.6% 10,260 $1.3M
Wealthfront Advisers LLC 0.00% Add +32.5% 10,260 $1.3M
Security National Bank of So Dak 0.70% Reduce -0.1% 10,170 $1.3M
HRT Financial LP 0.01% New 10,087 $1.3M
Blue Fin Capital, Inc. 0.22% Reduce -1.0% 10,056 $1.3M
Colonial Trust Co / SC 0.18% Reduce -6.2% 9,976 $1.3M
Canton Hathaway, LLC 0.26% Reduce -31.1% 9,961 $1.3M
Cannell & Spears LLC 0.03% Reduce -0.6% 9,930 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -51.1% 9,927 $1.3M
Edmond DE Rothschild Holding S.A. 0.02% No change 9,910 $1.3M
Summit Financial, LLC 0.03% Add +111.4% 9,800 $1.2M
Security National Bank of Sioux City Iowa 0.86% Add +0.5% 9,709 $1.2M
CW Advisors, LLC 0.01% Add +18.3% 9,532 $1.2M
RS Crum Inc. 0.29% No change 9,451 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% No change 9,322 $1.2M
Counterweight Ventures, LLC 0.77% Add +3.0% 9,315 $1.2M
Bradley Foster & Sargent Inc. 0.02% Reduce -6.5% 9,175 $1.2M
Finer Wealth Management, Inc. 0.62% Reduce -2.4% 9,135 $1.2M
Patriot Investment Management Group, Inc. 0.08% Reduce -8.4% 9,076 $1.1M
Capital Investment Advisors, LLC 0.02% Reduce -8.2% 9,033 $1.1M
Beaumont Financial Advisors, LLC 0.08% Reduce -4.3% 8,969 $1.1M
Wealthcare Advisory Partners LLC 0.03% Reduce -16.4% 8,903 $1.1M
Main Street Financial Solutions, LLC 0.08% Reduce -3.0% 8,899 $1.1M
VERITY Wealth Advisors 0.76% No change 8,898 $1.1M
Biltmore Family Office, LLC 0.19% No change 8,828 $1.1M
Burke & Herbert Bank & Trust Co. 0.25% No change 8,809 $1.1M
Cresset Asset Management, LLC 0.01% Reduce -17.3% 8,785 $1.1M
Kanawha Capital Management LLC 0.08% Add +1.4% 8,767 $1.1M
Connecticut Wealth Management, LLC 0.05% No change 8,659 $1.1M
Busey Bank 0.03% No change 8,547 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -2.7% 8,518 $1.1M
Clarity Wealth Advisors, LLC 0.26% Reduce -19.3% 8,470 $1.1M
Chicago Partners Investment Group LLC 0.03% Reduce -14.3% 7,873 $1.1M
Novak & Powell Financial Services, Inc. 0.73% Reduce -22.3% 8,323 $1.1M
Mutual Advisors, LLC 0.03% Reduce -14.9% 7,730 $1.0M
BigSur Wealth Management LLC 0.26% No change 8,250 $1.0M
Ping Capital Management, Inc. 0.57% Add +14.3% 8,000 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -3.7% 7,882 $997K
Sharper & Granite LLC 0.37% Add +22.9% 7,580 $982K
NewEdge Wealth, LLC 0.02% Reduce -5.2% 7,435 $976K
World Investment Advisors 0.02% Add +10.3% 7,684 $972K
City State Bank 0.30% Reduce -7.4% 7,680 $972K
Signature Wealth Management Partners, LLC 0.55% Reduce -3.5% 7,670 $970K
TD Private Client Wealth LLC 0.02% Add +156.8% 7,592 $960K
Adell Harriman & Carpenter Inc. 0.06% Reduce -1.1% 7,555 $956K
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +23.7% 7,497 $948K
Pathstone Holdings, LLC 0.00% Reduce -2.4% 7,434 $940K
Scotia Capital Inc. 0.00% Reduce -18.5% 7,402 $936K
Banque Cantonale Vaudoise 0.04% Reduce -7.3% 7,397 $936K
Shulman DeMeo Asset Management LLC 0.23% Reduce -0.3% 7,362 $931K
Milestone Investment Advisors LLC 0.24% Reduce -9.6% 7,325 $927K
Focus Financial Network, Inc. 0.04% Add +2.2% 7,318 $926K
Richard W. Paul & Associates, LLC 0.33% Add +8.3% 7,289 $922K
Acropolis Investment Management, LLC 0.05% No change 7,258 $918K
Knightsbridge Asset Management, LLC 0.20% Add +6.7% 7,140 $903K
Signature Estate & Investment Advisors LLC 0.02% Reduce -19.8% 7,101 $898K
Proffitt & Goodson Inc. 0.14% Add +1.0% 7,070 $894K
Belpointe Asset Management LLC 0.04% Reduce -2.3% 6,964 $881K
Avior Wealth Management, LLC 0.03% Reduce -8.5% 6,931 $877K
Wealthspire Advisors, LLC 0.00% Reduce -37.2% 6,921 $876K
Arkadios Wealth Advisors 0.03% Add +13.6% 6,917 $875K
Westwood Wealth Management 0.29% Reduce -49.6% 6,880 $870K
Fiduciary Trust Co 0.01% Reduce -1.1% 6,840 $865K
Kestra Private Wealth Services, LLC 0.01% Add +4.3% 6,812 $862K
Baltimore-Washington Financial Advisors, Inc. 0.04% Reduce -0.2% 6,799 $860K
Bigelow Investment Advisors, LLC 0.38% Reduce -19.1% 6,740 $853K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -19.7% 6,728 $851K
Essex Financial Services, Inc. 0.06% No change 6,704 $848K
Bank of New York Mellon Corp 0.00% Reduce -5.0% 6,703 $848K
EP Wealth Advisors, LLC 0.01% Reduce -25.8% 6,637 $840K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -0.4% 6,626 $838K
Jane Street Group, LLC 0.00% Reduce -97.4% 6,614 $837K
Means Investment Co., Inc. 0.08% Reduce -29.4% 6,583 $833K
LM Advisors LLC 0.11% Reduce -3.1% 6,569 $831K
Washington Growth Strategies LLC 0.63% — 6,524 $825K
Cwm, LLC 0.00% Reduce -17.4% 6,521 $825K
O'ROURKE & COMPANY, Inc 0.38% Reduce -3.2% 6,509 $823K
Nwi Management LP 0.08% No change 6,500 $822K
Avantax Advisory Services, Inc. 0.00% Add +2.0% 6,465 $818K
Webster Bank, N. A. 0.08% No change 6,414 $811K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -1.2% 6,393 $809K
Stratos Wealth Partners, LTD. 0.01% Reduce -7.8% 6,391 $809K
Modera Wealth Management, LLC 0.01% Add +4.2% 6,255 $791K
Walleye Trading LLC 0.02% New 6,082 $769K
Allworth Financial LP 0.00% Add +246.6% 6,062 $767K
Maven Securities LTD 0.20% New 6,014 $761K
SteelPeak Wealth, LLC 0.03% Reduce -2.1% 5,977 $756K
OneDigital Investment Advisors LLC 0.01% Reduce -16.3% 5,861 $741K
Snowden Capital Advisors LLC 0.02% Reduce -0.5% 5,816 $736K
SlateStone Wealth, LLC 0.07% Reduce -2.0% 5,790 $732K
Lyell Wealth Management, LP 0.06% Reduce -64.5% 5,774 $730K
Ieq Capital, LLC 0.00% Reduce -5.0% 5,767 $730K
Summit Trail Advisors, LLC 0.01% New 5,760 $729K
Ikarian Capital, LLC 0.24% New 5,755 $728K
Rwa Wealth Partners, LLC 0.01% Reduce -32.6% 5,729 $725K
Cladis Investment Advisory, LLC 0.45% No change 5,710 $722K
Harbour Capital Advisors, LLC 0.15% No change 5,563 $721K
Brown Brothers Harriman & Co. 0.00% Reduce -0.4% 5,637 $713K
Evolution Wealth Advisors, LLC 0.10% Reduce -2.3% 5,622 $711K
Whittier Trust Co. 0.01% Reduce -7.3% 5,609 $710K
J. Goldman & Co LP 0.02% New 5,600 $708K
Cullen/Frost Bankers, Inc. 0.01% No change 5,572 $705K
Bailard, Inc. 0.02% Add +0.0% 5,563 $704K
Atria Wealth Solutions, Inc. 0.02% Reduce -58.5% 5,502 $703K
Tyler-Stone Wealth Management 0.11% No change 5,518 $698K
Cassaday & Co Wealth Management LLC 0.02% No change 5,506 $697K
Vontobel Holding Ltd. 0.00% Add +6.7% 5,464 $691K
XTX Topco Ltd 0.03% Add +18.7% 5,428 $687K
Calton & Associates, Inc. 0.12% Reduce -1.5% 5,423 $686K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 5,405 $684K
First Merchants Corp. 0.03% No change 5,383 $681K
Dearborn Partners LLC 0.03% Reduce -1.6% 5,383 $681K
Coastal Bridge Advisors, LLC 0.06% Reduce -21.2% 5,377 $680K
AQR Capital Management 0.00% Add +50.8% 5,363 $678K
Northeast Financial Consultants Inc 0.03% Reduce -21.5% 5,347 $676K
Stephens Inc. 0.01% Add +9.7% 5,312 $672K
Farther Finance Advisors, LLC 0.01% Reduce -13.8% 5,305 $671K
Fidelis Capital Partners, LLC 0.06% Add +0.9% 5,052 $664K
United Capital Financial Advisors, LLC 0.01% Reduce -39.5% 5,214 $660K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5,204 $659K
My Personal CFO, LLC 0.30% No change 5,140 $650K
American State Bank (Iowa) 0.36% No change 5,082 $643K
Principle Wealth Partners LLC 0.04% Reduce -1.5% 5,081 $643K
Advantage Trust Co 0.31% Reduce -1.7% 5,052 $639K
Sigma Planning Corp 0.02% Reduce -19.0% 5,016 $635K
MYDA Advisors LLC 0.18% Reduce -50.0% 5,000 $633K
Smith, Moore & Co. 0.05% Reduce -3.4% 4,935 $624K
Ameritas Advisory Services, LLC 0.03% Reduce -84.2% 4,887 $618K
Marco Investment Management LLC 0.05% No change 4,886 $618K
D.A. Davidson & Co. 0.00% Add +27.1% 4,876 $617K
CWA Asset Management Group, LLC 0.03% Reduce -15.2% 4,838 $612K
Haverford Trust Co 0.01% No change 4,830 $611K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.5% 4,732 $599K
Sovereign Financial Group, Inc. 0.12% Reduce -2.8% 4,720 $597K
TCV Trust & Wealth Management, Inc. 0.05% No change 4,702 $595K
Dakota Wealth Management 0.01% Reduce -69.4% 4,699 $594K
Maxele Advisors, LLC 0.52% Reduce -0.2% 4,670 $591K
Walleye Capital LLC 0.01% Add +26.8% 4,655 $589K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 4,645 $588K
Two Sigma Securities, LLC 0.07% New 4,647 $588K
Ascent Group, LLC 0.02% No change 4,647 $588K
Triumph Capital Management 0.18% Reduce -5.8% 4,643 $587K
Regions Financial Corp. 0.00% Reduce -15.2% 4,633 $586K
J.W. Cole Advisors, Inc. 0.01% Reduce -2.5% 4,623 $585K
Endowment Wealth Management, Inc. 0.30% Add +30.4% 4,585 $580K
Meridian Wealth Management, LLC 0.02% Add +5.4% 4,576 $579K
Moneta Group Investment Advisors LLC 0.01% Add +15.3% 4,501 $569K
Humankind Investments LLC 0.14% No change 4,500 $569K
Rothschild Investment LLC 0.03% Reduce -23.9% 4,400 $557K
PFG Investments, LLC 0.03% Reduce -23.8% 4,394 $556K
Quantinno Capital Management LP 0.00% Add +131.7% 4,318 $546K
Core Wealth Partners LLC 0.27% No change 4,278 $541K
Pacific Sun Financial Corp 0.28% Reduce -2.5% 4,267 $540K
Aft, Forsyth & Company, Inc. 0.27% Reduce -0.1% 4,206 $532K
Monograph Wealth Advisors, LLC 0.07% No change 4,200 $531K
Tidal Investments LLC 0.00% No change 4,200 $531K
Navis Wealth Advisors, LLC 0.45% No change 4,199 $531K
NorthCoast Asset Management LLC 0.00% Add +1.9% 4,186 $530K
Headinvest, LLC 0.11% Reduce -0.2% 4,176 $528K
Advisory Services Network, LLC 0.01% Reduce -25.8% 3,976 $528K
Fort Sheridan Advisors LLC 0.07% Add +7.8% 4,133 $523K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -18.0% 4,083 $517K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -2.8% 4,080 $516K
Rockingstone Advisors LLC 0.27% Reduce -6.6% 4,038 $511K
SeaBridge Investment Advisors LLC 0.09% Reduce -29.4% 4,015 $508K
Fort Washington Investment Advisors Inc. 0.00% Reduce -14.3% 4,010 $507K
Concurrent Investment Advisors, LLC 0.01% Reduce -11.6% 4,000 $506K
Legacy Edge Advisors, LLC 0.07% Add +1.2% 3,977 $503K
Evoke Wealth, LLC 0.01% No change 3,974 $503K
Johnson Investment Counsel Inc. 0.00% Add +7.8% 3,924 $496K
Gladstone Institutional Advisory LLC 0.02% Add +7.0% 3,909 $495K
ICICI Prudential Asset Management Co Ltd 0.06% No change 3,877 $490K
Sculati Wealth Management, LLC 0.18% Reduce -27.6% 3,874 $490K
Graves Light Lenhart Wealth, Inc. 0.06% Reduce -2.3% 3,852 $487K
Creekside Partners 0.23% No change 3,845 $486K
Stratos Wealth Advisors, LLC 0.03% Reduce -1.6% 3,832 $485K
Chelsea Counsel Co. 0.24% No change 3,830 $485K
Great Valley Advisor Group, Inc. 0.01% Reduce -33.7% 3,762 $475K
Magnolia Capital Advisors LLC 0.12% No change 3,725 $471K
Waters Parkerson & Co., LLC 0.02% Reduce -3.9% 3,700 $468K
Community Financial Services Group, LLC 0.09% No change 3,624 $458K
T. Rowe Price Associates Inc. 0.00% No change 3,614 $458K
Middleton & Co. Inc. 0.05% No change 3,600 $455K
Glassman Wealth Services 0.07% No change 3,598 $455K
FineMark National Bank & Trust 0.02% Reduce -20.2% 3,594 $455K
Liberty Wealth Management LLC 0.07% Add +0.1% 3,579 $453K
Midwest Trust Co 0.01% — 3,570 $452K
Clear Harbor Asset Management, LLC 0.03% Add +0.8% 3,555 $450K
Kelman-Lazarov, Inc. 0.07% Reduce -4.5% 3,521 $445K
Coastwise Capital Group, LLC 0.35% Reduce -0.8% 3,520 $445K
Ellis Investment Partners, LLC 0.09% Add +0.4% 3,517 $445K
Hennion & Walsh Asset Management, Inc. 0.02% No change 3,510 $444K
Chemistry Wealth Management LLC 0.09% Reduce -3.5% 3,486 $441K
Tiaa Trust, National Association 0.00% Add +4.6% 3,486 $441K
Abbot Financial Management, Inc. 0.20% No change 3,464 $438K
Cibc World Market Inc. 0.00% Add +5.0% 3,461 $438K
Capstone Wealth Management Group LLC 0.31% No change 3,404 $431K
Kingsview Wealth Management, LLC 0.01% Add +4.2% 3,381 $428K
NorthCrest Asset Manangement, LLC 0.01% No change 3,277 $426K
Independent Wealth Network Inc. 0.16% Reduce -2.7% 3,363 $426K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -35.7% 3,357 $425K
Optimum Investment Advisors 0.18% Add +2.6% 3,345 $423K
Sequoia Financial Advisors, LLC 0.00% Reduce -9.3% 3,340 $423K
Marathon Capital Management 0.11% Reduce -8.3% 3,315 $419K
Lanark Financial, Inc. 0.03% Reduce -12.6% 3,306 $418K
Tyche Wealth Partners LLC 0.08% Reduce -18.6% 3,296 $417K
Institute for Wealth Management, LLC. 0.05% Reduce -2.5% 3,292 $416K
Valley National Advisers Inc. 0.07% Reduce -4.1% 3,251 $411K
Carbahal Olsen Financial Services Group, LLC 0.35% Reduce -1.7% 3,247 $411K
SPC Financial, Inc. 0.03% No change 3,190 $404K
Griffin Asset Management, Inc. 0.05% No change 3,165 $400K
Flagship Private Wealth, LLC 0.17% Reduce -6.9% 3,151 $399K
Marotta Asset Management 0.08% No change 3,148 $398K
Triangle Securities Wealth Management 0.10% Add +1.6% 3,146 $398K
Spire Wealth Management 0.01% Reduce -15.1% 3,133 $396K
Addison Capital Co 0.14% Add +11.6% 3,129 $396K
Pines Wealth Management, LLC 0.14% Add +6.4% 3,039 $395K
Brandywine Oak Private Wealth LLC 0.04% Reduce -7.1% 3,114 $394K
King Wealth Management Group 0.05% Add +2.5% 3,115 $394K
Choreo, LLC 0.01% Add +2.7% 3,071 $389K
Maltin Wealth Management, Inc. 0.17% No change 3,032 $384K
Lighthouse Financial LLC 0.29% Reduce -6.2% 3,010 $381K
Oakworth Capital, Inc. 0.02% No change 3,000 $380K
HCR Wealth Advisors 0.04% Reduce -2.0% 2,999 $379K
IFG Advisory, LLC 0.02% Reduce -27.5% 2,985 $378K
Dynamic Advisor Solutions LLC 0.01% Reduce -47.3% 2,982 $377K
National Bank of Canada 0.00% Reduce -14.2% 2,981 $377K
Beverly Hills Private Wealth, LLC 0.07% No change 2,971 $376K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.06% Reduce -68.1% 2,965 $375K
International Assets Investment Management, LLC 0.03% Reduce -5.6% 2,959 $374K
Citizens Financial Group Inc. 0.01% Add +7.7% 2,949 $373K
Fishman Jay A Ltd. 0.04% No change 2,940 $372K
Werba Rubin Papier Wealth Management 0.07% Add +0.7% 2,940 $372K
Peregrine Asset Advisers, Inc. 0.12% No change 2,916 $369K
Tudor Financial Inc. 0.21% Reduce -1.9% 2,890 $366K
Keebeck Wealth Management 0.05% Reduce -21.9% 2,840 $359K
Massachusetts Wealth Management 0.20% Add +12.6% 2,803 $355K
Joel Isaacson & Co., LLC 0.01% No change 2,795 $354K
PAX Financial Group, LLC 0.07% Reduce -6.9% 2,792 $353K
Montag A & Associates Inc. 0.02% Add +0.4% 2,786 $352K
EverSource Wealth Advisors, LLC 0.02% Reduce -1.8% 2,782 $352K
Wescott Financial Advisory Group, LLC 0.03% No change 2,769 $350K
Procyon Advisors, LLC 0.03% Add +18.5% 2,759 $349K
Vise Technologies, Inc. 0.01% — 2,754 $348K
Berger Financial Group, Inc 0.02% Reduce -7.6% 2,754 $348K
CX Institutional 0.01% Add +984.2% 2,743 $347K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -7.3% 2,703 $342K
Transatlantique Private Wealth LLC 0.12% Add +12.7% 2,680 $339K
Beckerman Institutional, LLC 0.23% Reduce -2.5% 2,682 $339K
Keystone Financial Group 0.03% Reduce -0.1% 2,605 $339K
Simmons Bank 0.02% No change 2,675 $338K
Heritage Investment Group, Inc. 0.06% No change 2,675 $338K
M&T Bank Corp 0.00% Add +39.3% 2,660 $337K
EWG Elevate Inc. 0.10% No change 2,650 $335K
HB Wealth Management, LLC 0.00% Reduce -29.2% 2,640 $334K
Perigon Wealth Management, LLC 0.01% No change 2,640 $334K
Courier Capital LLC 0.02% No change 2,617 $331K
Global Assets Advisory, LLC 0.13% Reduce -64.5% 2,593 $331K
Anchor Investment Management, LLC 0.03% Reduce -15.3% 2,610 $330K
Dale Q Rice Investment Management Ltd 0.27% Reduce -56.7% 2,508 $329K
Chancellor Financial Group WB LP 0.26% No change 2,597 $329K
Investmark Advisory Group LLC 0.15% No change 2,590 $328K
SeaCrest Wealth Management, LLC 0.04% Reduce -41.7% 2,583 $327K
Signet Financial Management, LLC 0.04% Add +3.3% 2,579 $326K
Valmark Advisers, Inc. 0.00% Add +5.7% 2,573 $326K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -57.9% 2,571 $325K
SVB Wealth LLC 0.02% New 2,566 $325K
Ted Buchan & Co 0.13% Reduce -27.3% 2,557 $323K
Qube Research & Technologies Ltd 0.00% Add +15850.0% 2,552 $323K
Sowell Financial Services LLC 0.01% Reduce -10.7% 2,550 $323K
Capital Market Strategies LLC 0.22% Reduce -7.2% 2,529 $320K
Certuity, LLC 0.03% Add +1.1% 2,525 $319K
RB Capital Management, LLC 0.07% No change 2,471 $313K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -14.3% 2,452 $310K
KFG Wealth Management, LLC 0.05% Add +4.8% 2,444 $309K
Carret Asset Management, LLC 0.03% Reduce -4.9% 2,444 $309K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.1% 2,444 $309K
QRG Capital Management, Inc. 0.00% Add +5.3% 2,437 $308K
IHT Wealth Management, LLC 0.01% Reduce -23.1% 2,403 $304K
Beck Bode, LLC 0.05% Reduce -33.6% 2,403 $304K
Pinnacle Financial Partners Inc 0.01% No change 2,400 $304K
Larson Financial Group LLC 0.01% Add +25.9% 2,400 $304K
Clearwater Capital Advisors, LLC 0.03% No change 2,384 $302K
Warner Financial, Inc. 0.12% Reduce -2.3% 2,379 $301K
Grassi Investment Management 0.02% Reduce -2.1% 2,379 $301K
Carter Financial Group, INC. 0.20% — 2,370 $300K
James J. Burns & Company, LLC 0.05% Reduce -15.1% 2,361 $299K
Seed Wealth Management, Inc. 0.22% Reduce -5.8% 2,355 $298K
Jacobi Capital Management LLC 0.02% Reduce -0.1% 2,344 $296K
Brick & Kyle, Associates 0.13% New 2,143 $296K
First Horizon Advisors, Inc. 0.01% Reduce -26.7% 2,331 $295K
Altfest L J & Co. Inc. 0.03% Reduce -6.5% 2,326 $294K
Wedbush Securities Inc. 0.01% Reduce -27.5% 2,327 $294K
BlackRock, Inc. 0.00% Reduce -6.0% 2,306 $292K
O'shaughnessy Asset Management, LLC 0.00% Reduce -15.1% 2,294 $290K
SFE Investment Counsel 0.05% Add +0.6% 2,284 $289K
Exencial Wealth Advisors, LLC 0.01% Reduce -11.5% 2,282 $289K
Atlas Private Wealth Advisors 0.04% No change 2,278 $288K
Aptus Capital Advisors, LLC 0.00% Reduce -23.3% 2,268 $287K
Fisher Asset Management 0.00% Reduce -5.7% 2,267 $287K
Salem Investment Counselors Inc. 0.01% No change 2,255 $285K
Ancora Advisors LLC 0.01% Reduce -14.6% 2,246 $284K
Debussy Capital Management LP 0.04% Reduce -3.1% 2,239 $283K
Pacific Capital Wealth Advisors, Inc. 0.05% Reduce -88.7% 2,211 $283K
Neumann Capital Management, LLC 0.09% No change 2,238 $283K
Mission Wealth Management, LP 0.01% Reduce -2.5% 2,234 $283K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -14.2% 2,232 $282K
Dover Advisors, LLC 0.12% Reduce -1.7% 2,222 $281K
MGB Wealth Management, LLC 0.09% No change 2,200 $278K
Southern Capital Advisors, LLC 0.14% No change 2,199 $278K
Hanson & Doremus Investment Management 0.04% Reduce -11.7% 2,190 $277K
Bay Rivers Group 0.13% Reduce -7.6% 2,178 $276K
Focus Partners Advisor Solutions, LLC 0.00% Add +8.1% 2,171 $275K
Kovack Advisors, Inc. 0.03% Add +14.0% 2,170 $275K
NorthRock Partners, LLC 0.01% Reduce -2.0% 2,166 $274K
Beacon Investment Advisory Services, Inc. 0.01% No change 2,150 $272K
Chapin Davis, Inc. 0.08% No change 2,147 $272K
StoneX Group Inc. 0.01% Reduce -0.7% 2,129 $269K
Mechanics Bank Trust Department 0.04% No change 2,125 $269K
Avidian Wealth Enterprises, LLC 0.01% Reduce -15.4% 2,112 $267K
Bravias Capital Group, LLC 0.19% Add +10.3% 2,090 $264K
Flputnam Investment Management Co. 0.00% Reduce -2.3% 2,074 $262K
TD Waterhouse Canada Inc. 0.00% Reduce -22.6% 2,051 $262K
Bank of New Hampshire 0.06% Reduce -18.2% 2,064 $261K
Welch & Forbes LLC 0.00% Reduce -2.4% 2,057 $260K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -76.3% 2,050 $259K
10Elms LLP 0.28% No change 2,025 $256K
Fulton Breakefield Broenniman LLC 0.02% Add +1.9% 2,015 $255K
Knott David M Jr 0.11% New 2,000 $253K
Elk River Wealth Management LLC 0.04% No change 2,000 $253K
First Manhattan Co. Llc. 0.00% Reduce -0.2% 1,942 $246K
Ally Invest Advisors Inc. 0.02% Add +21.1% 1,938 $245K
SBI Securities Co., Ltd. 0.01% Reduce -11.8% 1,938 $245K
Old National Bancorp 0.00% New 1,933 $245K
Everett Harris & Co. 0.00% No change 1,933 $245K
Comprehensive Financial Consultants Institutional, Inc. 0.08% No change 1,932 $244K
MTM Financial Group, LLC 0.13% Reduce -5.2% 1,978 $243K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -8.4% 1,918 $243K
First Nebraska Trust Co 0.02% No change 1,917 $243K
Kingswood Wealth Advisors, LLC 0.02% Reduce -6.2% 1,916 $242K
United Bank 0.03% No change 1,908 $241K
Arete Wealth Advisors, LLC 0.02% Reduce -7.1% 1,906 $241K
NORTHSTAR ASSET MANAGEMENT Co 0.05% Reduce -13.8% 1,875 $237K
NCM Capital Management, LLC 0.10% No change 1,865 $236K
Neuberger Berman Group LLC 0.00% Reduce -8.1% 1,855 $235K
RPS Advisory Solutions LLC 0.13% Add +7.4% 1,845 $233K
Edgestream Partners, L.P. 0.01% New 1,837 $232K
Objective Capital Management, LLC 0.26% Reduce -25.3% 1,815 $230K
Prospera Financial Services Inc 0.00% Reduce -26.3% 1,806 $229K
Clare Market Investments LLC 0.05% Reduce -13.0% 1,801 $228K
ESL Trust Services, LLC 0.05% No change 1,800 $228K
Retirement Planning Co of New England, Inc. 0.10% Reduce -0.6% 1,789 $226K
Red Door Wealth Management, LLC 0.03% New 1,763 $223K
Asset Management Group, Inc. 0.04% No change 1,754 $222K
Heritage Wealth Advisors 0.01% No change 1,750 $221K
Nwam LLC 0.01% New 1,644 $217K
John G Ullman & Associates Inc. 0.03% Reduce -5.6% 1,700 $215K
HSBC Holdings PLC 0.00% No change 1,695 $214K
Rehmann Capital Advisory Group 0.01% Reduce -14.9% 1,694 $214K
One Capital Management, LLC 0.01% Reduce -4.4% 1,688 $214K
SevenBridge Financial Group, LLC 0.04% Reduce -23.3% 1,582 $212K
Financial Advisors, LLC 0.04% No change 1,667 $211K
Baldwin Wealth Partners LLC 0.01% Reduce -1.8% 1,665 $211K
Old Mission Capital LLC 0.01% New 1,661 $210K
HUB Investment Partners, LLC 0.01% No change 1,650 $209K
WJ Wealth Management, LLC 0.07% No change 1,650 $209K
RDA Financial Network 0.06% Reduce -2.1% 1,647 $208K
LCNB Corp. 0.07% No change 1,645 $208K
HBK Sorce Advisory LLC 0.01% Reduce -0.1% 1,639 $207K
Millennium Capital Advisors, LLC 0.14% No change 1,626 $206K
Quantitative Investment Management, LLC 0.03% New 1,628 $205K
Mascagni Wealth Management, Inc. 0.17% Reduce -0.1% 1,618 $205K
PACK Private Wealth, LLC 0.11% No change 1,614 $204K
Argent Trust Co 0.01% No change 1,612 $204K
Tritonpoint Wealth, LLC 0.02% Reduce -15.7% 1,609 $204K
Harbor Investment Advisory, LLC 0.02% No change 1,604 $203K
AE Wealth Management LLC 0.00% Reduce -20.4% 1,601 $203K
Cahill Financial Advisors Inc. 0.03% No change 1,600 $202K
Harbour Investments, Inc. 0.01% Reduce -13.6% 1,600 $202K
Atria Investments, Inc 0.00% Reduce -29.4% 1,596 $202K
Hilltop Partners LLC 0.06% Reduce -5.6% 1,593 $202K
Oxler Private Wealth LLC 0.06% No change 1,593 $201K
Wilmington Savings Fund Society, FSB 0.00% Add +42.3% 1,571 $199K
Financial Advocates Investment Management 0.02% Reduce -23.2% 1,681 $198K
Bangor Savings Bank 0.02% No change 1,565 $198K
Caldwell Sutter Capital, Inc. 0.08% No change 1,442 $182K
UMB Bank, n.a. 0.00% No change 1,434 $181K
Principal Securities, Inc. 0.00% Reduce -53.7% 1,430 $181K
Creative Financial Designs Inc. 0.01% No change 1,399 $177K
Hikari Tsushin, Inc. 0.01% No change 1,373 $174K
Caldwell Trust Co 0.02% Reduce -6.8% 1,368 $173K
EPG Wealth Management LLC 0.05% Reduce -5.3% 1,361 $172K
Alerus Financial NA 0.01% New 1,353 $171K
CoreCap Advisors, LLC 0.01% Add +5.2% 1,311 $166K
North Star Investment Management Corp. 0.01% Reduce -15.1% 1,263 $160K
Union Savings Bank 0.07% No change 1,200 $159K
Strategic Wealth Partners, Ltd. 0.01% — 1,217 $154K
Bessemer Group Inc. 0.00% Reduce -61.0% 1,200 $152K
LFA - Lugano Financial Advisors SA 0.09% No change 1,200 $152K
Blue Trust, Inc. 0.00% Add +3.0% 1,179 $149K
Total Investment Management Inc. 0.02% New 1,177 $149K
St Germain D J Co. Inc. 0.01% No change 1,170 $148K
Marshall Wace, LLP 0.00% New 1,147 $145K
Parallel Advisors, LLC 0.00% Reduce -0.1% 1,134 $143K
Union Bancaire Privee, UBP SA 0.00% Reduce -47.7% 1,150 $142K
Orion Capital Management LLC 0.05% No change 1,100 $139K
Family Manage LLC 0.02% Reduce -28.3% 1,100 $139K
Minot DeBlois Advisors LLC 0.13% No change 1,075 $136K
Pittenger & Anderson Inc. 0.00% No change 1,050 $133K
Bokf, NA 0.00% Reduce -6.8% 1,042 $132K
Mogy Joel R Investment Counsel Inc. 0.01% No change 975 $123K
Quaker Wealth Management, LLC 0.04% — 969 $123K
Daiwa Securities Group Inc. 0.00% Add +123.2% 924 $117K
Register Financial Advisors LLC 0.05% Reduce -5.9% 920 $116K
American Capital Advisory, LLC 0.06% No change 891 $113K
AlphaCore Capital LLC 0.00% Add +37.0% 826 $105K
Sound Income Strategies, LLC 0.01% Add +330.9% 823 $104K
Smithfield Trust Co 0.00% Add +2.0% 816 $102K
North Capital, Inc. 0.09% No change 789 $100K
Bristlecone Advisors, LLC 0.01% Reduce -14.8% 786 $99K
LOM Asset Management Ltd 0.03% — 780 $99K
Viewpoint Capital Management LLC 0.05% No change 780 $99K
Fourth Dimension Wealth, LLC 0.04% Reduce -13.7% 775 $98K
Clearstead Advisors, LLC 0.00% Reduce -16.5% 766 $97K
Nvwm, LLC 0.02% No change 760 $96K
Golden State Wealth Management, LLC 0.01% Reduce -20.9% 758 $96K
Financial Perspectives, Inc 0.03% Add +39.1% 722 $91K
Wolff Wiese Magana LLC 0.06% No change 709 $90K
Winch Advisory Services, LLC 0.02% Reduce -4.0% 688 $87K
Finley Financial, LLC 0.04% No change 675 $85K
Arax Advisory Partners 0.00% No change 649 $82K
Geneos Wealth Management Inc. 0.00% Reduce -25.8% 648 $82K
Pacific Center for Financial Services 0.02% No change 622 $79K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -40.1% 621 $79K
Barrett & Company, Inc. 0.03% No change 604 $76K
Tortoise Investment Management, LLC 0.01% No change 603 $76K
Hazlett, Burt & Watson, Inc. 0.03% No change 609 $76K
MCF Advisors LLC 0.01% No change 600 $76K
Alpine Bank Wealth Management 0.01% No change 585 $74K
SOA Wealth Advisors, LLC. 0.01% Reduce -24.2% 582 $74K
AllSquare Wealth Management LLC 0.04% No change 567 $72K
Mb, Levis & Associates, LLC 0.03% No change 552 $70K
HighMark Wealth Management LLC 0.03% No change 547 $69K
Byrne Asset Management LLC 0.05% Reduce -1.8% 543 $69K
Plante Moran Financial Advisors, LLC 0.00% No change 528 $67K
Medallion Wealth Advisors, LLC 0.03% No change 510 $65K
Activest Wealth Management 0.01% No change 477 $60K
Asset Dedication, LLC 0.00% No change 472 $60K
Sunbelt Securities, Inc. 0.01% Add +113.5% 442 $58K
FSA Wealth Management LLC 0.02% No change 447 $57K
WFA Asset Management Corp 0.03% No change 411 $56K
Vermillion Wealth Management, Inc. 0.03% Reduce -19.8% 425 $54K
Comprehensive Financial Planning, Inc. 0.04% Add +17.0% 419 $53K
Centricity Wealth Management, LLC 0.04% No change 415 $53K
Private Trust Co. NA 0.00% Reduce -11.3% 402 $51K
Matrix Private Capital Group LLC 0.03% No change 400 $51K
Realta Investment Advisors 0.02% No change 396 $50K
Signaturefd, LLC 0.00% Reduce -2.0% 393 $50K
Beacon Capital Management, LLC 0.01% No change 387 $49K
Y.D. More Investments Ltd 0.00% No change 385 $49K
Archer Investment Corp 0.01% No change 378 $48K
GAMMA Investing LLC 0.00% No change 377 $48K
Guardian Wealth Advisors, LLC / NC 0.00% No change 372 $47K
Dynamic Wealth Strategies, LLC 0.03% No change 362 $46K
Hurley Capital, LLC 0.03% Reduce -0.3% 340 $43K
Addison Advisors LLC 0.01% Reduce -9.3% 340 $43K
Macquarie Group Ltd. 0.00% Add +12.1% 333 $42K
Tsfg, LLC 0.01% No change 332 $42K
Bollard Group LLC 0.00% No change 334 $42K
Solstein Capital, LLC 0.02% No change 330 $42K
Crews Bank & Trust 0.01% No change 330 $42K
Mascoma Wealth Management LLC 0.01% No change 321 $41K
SouthState Bank Corp 0.00% No change 303 $38K
Main Management LLC 0.00% No change 300 $38K
Monetary Management Group Inc. 0.01% No change 300 $38K
Security National Bank 0.01% New 300 $38K
Thompson Investment Management, Inc. 0.01% No change 291 $37K
Integrity Financial Corp 0.02% No change 289 $37K
Garde Capital, Inc. 0.00% No change 279 $35K
TrinityBridge Ltd 0.00% No change 275 $35K
Trifecta Capital Advisors, LLC 0.01% No change 275 $35K
Key Financial Inc 0.01% Add +23.6% 272 $34K
N.E.W. Advisory Services LLC 0.00% Reduce -22.1% 272 $34K
Bogart Wealth, LLC 0.00% Reduce -39.9% 261 $33K
Resources Management Corp. /CT/ 0.00% Reduce -55.1% 257 $33K
Hager Investment Management Services, LLC 0.02% No change 260 $33K
Murphy & Mullick Capital Management Corp 0.03% Add +5.1% 246 $32K
Trust Co. of Toledo NA 0.00% New 250 $32K
Johnson Financial Group, Inc. 0.00% Reduce -3.9% 250 $32K
Harbor Asset Planning, Inc. 0.03% — 247 $31K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 245 $31K
Woodside Wealth Management LLC 0.03% No change 240 $30K
High Note Wealth, LLC 0.01% No change 240 $30K
Hoey Investments, Inc. 0.00% No change 235 $30K
Financial Gravity Companies, Inc. 0.01% — 231 $29K
Highline Wealth Partners LLC 0.01% Add +12.2% 230 $29K
VSM Wealth Advisory, LLC 0.01% No change 228 $29K
HHM Wealth Advisors, LLC 0.00% No change 225 $28K
HM Payson & Co. 0.00% Reduce -8.2% 225 $28K
Red Lighthouse Investment Management, LLC 0.01% No change 222 $28K
Lazard Asset Management LLC 0.00% Reduce -40.0% 225 $28K
Deutsche Bank AG 0.00% No change 221 $28K
Berkshire Money Management, Inc. 0.00% New 220 $28K
Winthrop Capital Management, LLC 0.01% Reduce -16.2% 217 $27K
Darwin Wealth Management, LLC 0.01% No change 200 $25K
Consultiva Wealth Management, Corp. 0.08% No change 200 $25K
Glen Eagle Advisors, LLC 0.00% No change 197 $25K
Phillips Financial Management, LLC 0.00% No change 196 $25K
Cordgrass Capital Advisors, LLC 0.01% No change 189 $24K
Armstrong Advisory Group, Inc. 0.00% No change 187 $24K
Horizon Bancorp Inc. 0.01% No change 181 $23K
Front Row Advisors LLC 0.01% No change 180 $23K
Advanced Asset Management Advisors Inc 0.01% No change 180 $23K
Parkside Financial Bank & Trust 0.00% No change 179 $23K
Cardiff Park Advisors, LLC 0.00% Add +337.8% 162 $20K
Rosenberg Matthew Hamilton 0.00% No change 162 $20K
Prestige Wealth Management Group LLC 0.00% No change 159 $20K
Russell Investments Group, Ltd. 0.00% Add +218.8% 153 $19K
CVA Family Office, LLC 0.00% No change 150 $19K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 150 $19K
Boreal Capital Management LLC 0.02% — 145 $18K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 144 $18K
AdvisorNet Financial, Inc 0.00% Add +31.1% 139 $18K
Promus Capital, LLC 0.01% No change 136 $17K
Providence Capital Advisors, LLC 0.00% New 135 $17K
SYM FINANCIAL Corp 0.00% No change 127 $16K
GPS Wealth Strategies Group, LLC 0.00% No change 124 $16K
Twin Peaks Wealth Advisors, LLC 0.01% New 117 $16K
Glass Jacobson Investment Advisors llc 0.01% No change 122 $15K
JDM Financial Group LLC 0.01% No change 121 $15K
Aberdeen Wealth Management LLC 0.01% No change 120 $15K
WPG Advisers, LLC 0.01% No change 117 $15K
West Branch Capital LLC 0.00% Reduce -25.0% 114 $14K
CBIZ Investment Advisory Services, LLC 0.00% No change 113 $14K
Delta Asset Management LLC 0.00% No change 112 $14K
Ascentis Wealth Management, LLC 0.00% Reduce -89.1% 106 $14K
Dunhill Financial, LLC 0.00% Add +112.0% 106 $13K
Financial Freedom, LLC 0.01% No change 101 $13K
Hartford Financial Management Inc. 0.00% No change 100 $13K
Independence Bank of Kentucky 0.00% Reduce -31.0% 100 $13K
NFSG Corp 0.00% Reduce -57.7% 91 $12K
Crewe Advisors LLC 0.00% No change 82 $10K
Princeton Global Asset Management LLC 0.00% No change 80 $10K
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
Atticus Wealth Management, LLC 0.00% No change 75 $9K
Richards, Merrill & Peterson, Inc. 0.00% No change 75 $9K
Centennial Bank 0.00% No change 75 $9K
Sage Mountain Advisors LLC 0.00% Reduce -44.4% 75 $9K
Hollencrest Capital Management 0.00% No change 75 $9K
Schroder Investment Management Group 0.00% New 75 $9K
Grove Bank & Trust 0.00% New 73 $9K
Salomon & Ludwin, LLC 0.00% No change 71 $9K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 72 $9K
Coston, McIsaac & Partners 0.00% No change 74 $9K
Robbins Farley 0.00% No change 71 $9K
Physician Wealth Advisors, Inc. 0.00% No change 71 $9K
Creative Capital Management Investments LLC 0.00% New 68 $9K
Sachetta, LLC 0.00% No change 65 $8K
Breakwater Investment Management 0.00% No change 63 $8K
Duncker Streett & Co. Inc. 0.00% Reduce -18.2% 63 $8K
Gables Capital Management Inc. 0.00% No change 60 $8K
Rialto Wealth Management, LLC 0.00% No change 60 $8K
FWL Investment Management, LLC 0.00% Reduce -21.1% 56 $7K
Game Plan Financial Advisors, LLC 0.00% No change 54 $7K
Founders Financial Alliance, LLC 0.00% Reduce -84.8% 53 $7K
Atlas Capital Advisors Inc. 0.00% No change 52 $7K
Townsend Asset Management Corp. /NC/ 0.00% No change 52 $7K
Evermay Wealth Management LLC 0.00% No change 50 $6K
Trust Co 0.00% No change 50 $6K
Eastern Bank 0.00% Reduce -90.3% 48 $6K
Anfield Capital Management, LLC 0.00% No change 47 $6K
MTM Investment Management, LLC 0.00% No change 46 $6K
Jackson Hole Capital Partners, LLC 0.00% No change 45 $6K
JFS Wealth Advisors, LLC 0.00% No change 45 $6K
Motco 0.00% Reduce -17.6% 42 $6K
WealthShield Partners, LLC 0.00% No change 43 $5K
Assetmark, Inc. 0.00% Reduce -59.4% 43 $5K
Nova Wealth Management, Inc. 0.00% No change 40 $5K
Powell Investment Advisors, LLC 0.00% No change 40 $5K
Beutel, Goodman & Co Ltd. 0.00% No change 45 $5K
Concord Wealth Partners 0.00% No change 39 $5K
American National Bank & Trust 0.00% New 39 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 35 $4K
IMG Wealth Management, Inc. 0.00% No change 33 $4K
Ameritas Investment Partners, Inc. 0.00% No change 30 $4K
Garrison Bradford & Associates Inc. 0.00% No change 30 $4K
Stone House Investment Management, LLC 0.00% No change 30 $4K
Morris Financial Concepts, Inc. 0.00% No change 27 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 26 $3K
Lowe Wealth Advisors, LLC 0.00% No change 25 $3K
GoalVest Advisory LLC 0.00% No change 25 $3K
Elevation Point Wealth Partners, LLC 0.00% New 24 $3K
Angeles Wealth Management, LLC 0.00% Reduce -95.4% 24 $3K
Capital Investment Advisory Services, LLC 0.00% No change 22 $3K
Rakuten Securities, Inc. 0.00% Reduce -40.0% 21 $3K
Ameriflex Group, Inc. 0.00% Reduce -46.0% 20 $3K
WFA of San Diego, LLC 0.00% — 17 $2K
Transce3nd, LLC 0.00% No change 17 $2K
Smallwood Wealth Investment Management, LLC 0.00% Add +60.0% 16 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 20 $2K
1 North Wealth Services LLC 0.00% No change 15 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 15 $2K
Millstone Evans Group, LLC 0.00% No change 15 $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% Reduce -92.4% 10 $1K
Covestor Ltd 0.00% Add +0.0% 4 $1K
Capital Analysts, LLC 0.00% Reduce -55.0% 9 $1K
Founders Capital Management 0.00% No change 6 $771
Central Pacific Bank - Trust Division 0.00% No change 5 $633
Luminist Capital LLC 0.00% No change 4 $511
Western Pacific Wealth Management, LP 0.00% No change 3 $382
Nemes Rush Group LLC 0.00% Reduce -100.0% 2 $253
Manchester Capital Management LLC 0.00% No change 1 $127
Summit Securities Group LLC 0.00% New 1 $127

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