iShares Biotechnology ETFIBBETF

13F holders, Q3 2025 (September 30)
804holders +7
78new positions
64sold out
6famous investors
$144.52avg. 13F price*

At the end of Q3 2025, 804 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, up 7 from Q2 2025. 78 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($850.9M), Citigroup Inc. ($537.2M) and Morgan Stanley ($451.5M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions78$175.8M
Exits64$50.0M

All 13F filers, Q2 2025 → Q3 2025: 3,697,529 shares bought and 2,762,589 shares sold, net +934,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 804 holders

Bank of America Corp. 0.06% Reduce -4.0% 5,893,841 $850.9M
Citigroup Inc. 0.37% Reduce -8.7% 3,720,696 $537.2M
Morgan Stanley 0.03% Reduce -13.6% 3,127,148 $451.5M
Goldman Sachs Group Inc. 0.05% Add +2.6% 2,547,870 $367.8M
BNP Paribas Financial Markets 0.22% Add +313.2% 1,915,395 $276.5M
UBS Group AG 0.03% Reduce -25.6% 1,091,049 $157.5M
JPMorgan Chase & Co. 0.01% Add +27.2% 1,060,048 $153.0M
Healthcare of Ontario Pension Plan Trust Fund 0.20% Add +25.0% 750,000 $108.3M
Commerce Bank 0.47% Add +5.0% 586,926 $84.7M
Wells Fargo & Company 0.02% Reduce -15.2% 575,081 $83.0M
Royal Bank of Canada 0.01% Reduce -10.4% 564,682 $81.5M
Jefferies Financial Group Inc. 0.62% New 450,807 $65.1M
Barclays PLC 0.02% Add +6.7% 416,191 $60.1M
LPL Financial LLC 0.02% Add +7.2% 403,766 $58.3M
Bronte Capital Management Pty Ltd. 4.09% Reduce -4.7% 281,422 $45.4M
PNC Financial Services Group, Inc. 0.03% Reduce -2.0% 306,468 $44.2M
Jane Street Group, LLC 0.05% Add +4234.2% 286,662 $41.4M
Raymond James Financial Inc. 0.01% Reduce -0.9% 257,430 $37.2M
Employees Retirement System of Texas 0.27% Reduce -0.9% 196,200 $28.3M
Commonwealth Equity Services, LLC 0.03% Reduce -22.7% 139,684 $20.2M
Calamos Advisors LLC 0.12% New 139,120 $20.1M
Rockefeller Capital Management L.P. 0.04% Reduce -3.7% 126,655 $18.3M
Albion Financial Group 1.08% Reduce -0.5% 123,352 $17.8M
Avalon Trust Co 1.12% Reduce -2.3% 119,247 $17.2M
Focus Partners Wealth 0.03% Add +8.8% 116,844 $16.9M
Generali Investments CEE, investicni spolecnost, a.s. 1.28% No change 116,115 $16.8M
Thrivent Financial for Lutherans 0.03% Add +5.8% 111,863 $16.1M
Ameriprise Financial Inc. 0.00% Add +2.0% 106,256 $15.3M
Stifel Financial Corp. 0.01% Reduce -8.8% 102,890 $14.9M
DAFNA Capital Management LLC 3.71% No change 102,500 $14.8M
Investment House LLC 0.68% Add +4.1% 98,821 $14.3M
CANADA LIFE ASSURANCE Co 0.02% Reduce -5.1% 95,824 $13.6M
Osaic Holdings, Inc. 0.02% Add +5.6% 96,063 $13.5M
Susquehanna International Group, LLP 0.02% Add +33.5% 85,262 $12.3M
Caption Management, LLC 0.69% New 78,500 $11.3M
Florin Court Capital LLP 8.71% New 77,000 $11.1M
Miller Investment Management, LP 1.11% Reduce -6.5% 76,667 $11.1M
MAI Capital Management 0.07% Add +8.6% 76,381 $11.0M
Appleton Partners Inc. 0.72% Add +0.0% 73,913 $10.7M
Factory Mutual Insurance Co. 0.10% No change 71,000 $10.3M
Creative Planning 0.01% Add +2.9% 67,373 $9.7M
Millennium Management 0.01% Reduce -38.5% 66,608 $9.6M
MML Investors Services, LLC 0.03% Reduce -1.4% 66,394 $9.6M
Two Sigma Investments, LP 0.02% New 65,707 $9.5M
Cumberland Advisors Inc. 3.62% Reduce -0.8% 65,398 $9.4M
Erste Asset Management GmbH 0.09% Add +0.6% 64,470 $9.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.94% Reduce -0.4% 62,340 $9.0M
Cetera Investment Advisers 0.01% Reduce -1.3% 60,648 $8.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.7% 57,650 $8.3M
Tradition Wealth Management, LLC 0.61% Reduce -1.1% 57,406 $8.3M
Peapack Gladstone Financial Corp. 0.11% Reduce -2.2% 57,158 $8.3M
Brown Advisory Inc. 0.01% Reduce -5.1% 56,877 $8.2M
Accurate Wealth Management, LLC 1.06% New 52,833 $8.0M
Tiff Advisory Services, LLC 1.65% New 55,000 $7.9M
NTV Asset Management LLC 0.84% Add +0.8% 53,408 $7.7M
HighTower Advisors, LLC 0.01% Add +0.6% 52,040 $7.5M
Blume Capital Management, Inc. 1.42% Reduce -0.2% 51,075 $7.4M
Envestnet Asset Management Inc. 0.00% Reduce -10.2% 50,384 $7.3M
Citadel Advisors 0.01% Reduce -69.8% 47,773 $6.9M
Cerity Partners LLC 0.01% Reduce -0.7% 46,201 $6.7M
Forbes J M & Co. LLP 0.52% Add +1.1% 43,217 $6.2M
SP Asset Management LLC 0.49% Reduce -9.7% 42,547 $6.1M
Neville Rodie & Shaw Inc. 0.44% Reduce -2.4% 42,329 $6.1M
Beacon Pointe Advisors, LLC 0.05% Reduce -0.3% 41,199 $5.9M
Kestra Advisory Services, LLC 0.03% Reduce -6.6% 39,252 $5.7M
MMBG Investment Advisors Co. 0.50% Reduce -7.4% 39,199 $5.7M
GTS Securities LLC 0.22% New 39,199 $5.7M
Harbour Investment Management LLC 2.31% Reduce -8.9% 36,829 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.0% 35,314 $5.3M
Williams Jones Wealth Management, LLC. 0.06% Reduce -10.2% 35,985 $5.2M
Associated Banc-Corp 0.14% Reduce -3.5% 35,852 $5.2M
First Interstate Bank 0.28% Reduce -2.7% 35,383 $5.1M
Michelson Medical Research Foundation, Inc. 4.41% No change 35,095 $5.1M
Squarepoint Ops LLC 0.01% Reduce -47.0% 34,653 $5.0M
Colonial Trust Advisors 0.38% Reduce -5.1% 34,178 $4.9M
Bank of Montreal 0.00% Add +3.8% 34,147 $4.9M
Steward Partners Investment Advisory, LLC 0.03% Add +17.1% 33,947 $4.9M
Hamilton Wealth, LLC 1.01% New 33,587 $4.8M
Bearing Point Capital, LLC 0.83% Add +1.4% 33,569 $4.8M
Atom Investors LP 0.37% Add +14.0% 33,539 $4.8M
Howard Capital Management Group, LLC 0.31% Reduce -13.7% 33,512 $4.8M
Lido Advisors, LLC 0.02% Reduce -4.3% 32,499 $4.7M
Mariner, LLC 0.01% Add +15.5% 32,181 $4.6M
Ashton Thomas Private Wealth, LLC 0.12% Reduce -50.2% 31,713 $4.6M
Janney Montgomery Scott LLC 0.01% Reduce -33.9% 31,426 $4.5M
Private Advisor Group, LLC 0.02% Add +25.1% 30,740 $4.4M
Crescent Grove Advisors, LLC 0.42% Reduce -3.6% 30,545 $4.4M
Flow Traders U.S. LLC 0.18% New 30,076 $4.3M
SOL Capital Management CO 0.38% Reduce -19.6% 29,339 $4.2M
Corient Private Wealth LP 0.01% Reduce -48.5% 29,128 $4.2M
SG Americas Securities, LLC 0.02% Add +96.3% 28,569 $4.1M
Concord Investment Counsel Inc. 1.31% — 28,532 $4.1M
Renaissance Technologies 0.01% New 27,482 $4.0M
Truist Financial Corp. 0.01% Reduce -3.2% 27,441 $4.0M
Toth Financial Advisory Corp. 0.42% Add +24.4% 26,927 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.9% 26,478 $3.8M
Oppenheimer & Co. Inc. 0.05% Reduce -14.8% 26,267 $3.8M
Evergreen Capital Management LLC 0.09% No change 25,629 $3.7M
Chesley Taft & Associates LLC 0.16% Reduce -0.4% 25,417 $3.7M
Sanctuary Advisors, LLC 0.02% Reduce -4.5% 25,150 $3.6M
NBT Bank, N.A. 0.23% Reduce -0.4% 24,955 $3.6M
FRG Family Wealth Advisors LLC 0.58% Reduce -27.9% 24,797 $3.6M
Rye Brook Capital LLC 2.95% Reduce -0.1% 24,270 $3.5M
Snider Financial Group 0.95% No change 24,000 $3.5M
Analyst IMS Investment Management Services Ltd. 0.10% Reduce -31.3% 23,207 $3.4M
Southern Capital Advisors, LLC 1.52% Add +922.4% 22,482 $3.2M
Glenmede Investment Management, LP 0.02% Reduce -2.2% 22,480 $3.2M
Audent Global Asset Management, LLC 2.35% Reduce -12.6% 22,386 $3.2M
Jones Financial Companies LLLP 0.00% Reduce -0.8% 21,796 $3.1M
Marion Wealth Management 0.73% Add +0.6% 21,181 $3.1M
CIBC Private Wealth Group LLC 0.01% Add +0.0% 20,860 $3.0M
Fischer Financial Services, Inc. 0.80% Reduce -2.2% 20,470 $3.0M
Perkins Coie Trust Co 0.55% Reduce -3.3% 20,416 $2.9M
Martin & Co. Inc. 0.52% Reduce -0.1% 20,207 $2.9M
IFP Advisors, Inc 0.07% Reduce -4.0% 19,062 $2.8M
Captrust Financial Advisors 0.01% Add +1.8% 19,029 $2.7M
Keybank National Association 0.01% Reduce -1.1% 18,879 $2.7M
Littlejohn Financial Services, Inc. 1.98% Add +62.3% 18,765 $2.7M
Northern Trust Corp. 0.00% Add +1.5% 18,422 $2.7M
Summit Financial, LLC 0.04% Add +85.3% 18,155 $2.6M
Baird Financial Group, Inc. 0.00% Reduce -0.3% 18,120 $2.6M
Westside Investment Management, Inc. 0.41% Reduce -3.6% 17,883 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -2.3% 17,752 $2.6M
Group One Trading LLC 0.07% Add +7.0% 17,045 $2.5M
Greenline Partners, LLC 0.30% No change 16,847 $2.4M
Waverly Advisors, LLC 0.02% Add +2.6% 16,772 $2.4M
ArchPoint Investors 0.66% No change 16,750 $2.4M
Atlantic Union Bankshares Corp 0.05% Reduce -4.8% 16,704 $2.4M
Militia Capital Partners, LP 1.11% Add +10.0% 16,500 $2.4M
Destiny Wealth Partners, LLC 0.29% Reduce -78.3% 16,430 $2.4M
Bank Pictet & Cie (Europe) AG 0.05% No change 16,280 $2.4M
&partners 0.01% Add +3.5% 15,749 $2.3M
Equitable Holdings, Inc. 0.02% Reduce -3.1% 15,487 $2.2M
Global Retirement Partners, LLC 0.05% Reduce -3.1% 15,384 $2.2M
Choate Investment Advisors 0.05% No change 15,352 $2.2M
US Bancorp \de 0.00% Add +0.7% 15,182 $2.2M
Arcadia Wealth Management, Inc. 1.31% Reduce -2.9% 14,917 $2.2M
Bar Harbor Wealth Management 0.13% Reduce -4.3% 14,893 $2.2M
DAVENPORT & Co LLC 0.01% Reduce -5.0% 14,839 $2.1M
KCM Investment Advisors LLC 0.07% Reduce -3.5% 14,537 $2.1M
BTG Pactual Asset Management US LLC 0.25% Add +5.9% 16,554 $2.1M
WealthCare Investment Partners, LLC 0.67% Add +7.6% 13,922 $2.1M
FAS Wealth Partners, Inc. 0.14% Reduce -4.7% 14,283 $2.1M
NewEdge Advisors, LLC 0.01% Reduce -1.8% 14,230 $2.1M
Franklin Resources Inc. 0.00% Reduce -0.4% 14,167 $2.0M
Capital Insight Partners, LLC 0.34% Reduce -2.6% 14,112 $2.0M
Martin Capital Advisors, LLP 1.23% Reduce -0.5% 14,064 $2.0M
Crestwood Advisors Group, LLC 0.03% Reduce -2.5% 14,061 $2.0M
Valicenti Advisory Services Inc. 0.43% Reduce -5.2% 13,925 $2.0M
Independent Financial Group, LLC 0.05% Reduce -1.9% 13,919 $2.0M
1ST Source Bank 0.11% Reduce -0.5% 13,871 $2.0M
CENTRAL TRUST Co 0.04% Reduce -0.1% 13,742 $2.0M
D.A. Davidson & Co. 0.01% Add +181.0% 13,701 $2.0M
Pinnacle Associates Ltd. 0.03% Reduce -1.6% 13,694 $2.0M
Volterra Technologies LP 1.29% New 13,495 $1.9M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.16% Reduce -0.4% 13,402 $1.9M
Fifth Third Bancorp 0.01% Reduce -0.5% 13,215 $1.9M
Aster Capital Management (DIFC) Ltd 0.96% New 13,210 $1.9M
Intellectus Partners, LLC 0.37% Add +0.4% 13,145 $1.9M
FMR LLC 0.00% Add +3.5% 13,132 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -11.6% 13,061 $1.9M
New England Private Wealth Advisors LLC 0.25% Add +0.1% 13,060 $1.9M
Apexium Financial, LP 0.09% Reduce -4.6% 13,003 $1.9M
Comerica Bank 0.01% Reduce -18.4% 12,941 $1.9M
Leuthold Group, LLC 0.20% New 12,903 $1.9M
Texas Yale Capital Corp. 0.06% No change 12,840 $1.9M
Belpointe Asset Management LLC 0.07% Add +83.6% 12,789 $1.8M
Viewpoint Capital Management LLC 0.81% Add +1532.0% 12,730 $1.8M
Composition Wealth, LLC 0.03% Reduce -5.4% 12,496 $1.8M
Empirical Asset Management, LLC 0.50% Reduce -4.5% 12,449 $1.8M
Wolverine Trading, LLC 0.04% Reduce -16.9% 12,539 $1.8M
Eagle Strategies LLC 0.24% Add +0.7% 12,329 $1.8M
Arrowroot Family Office, LLC 0.70% Add +6.5% 12,078 $1.7M
Burns J W & Co. Inc. 0.20% Reduce -13.4% 11,979 $1.7M
Bellwether Advisors, LLC 0.28% Reduce -1.6% 11,871 $1.7M
Blair William & Co. 0.00% Reduce -17.1% 11,842 $1.7M
Wesbanco Bank Inc. 0.05% No change 11,647 $1.7M
FIL Ltd 0.00% Reduce -20.1% 11,550 $1.7M
Traynor Capital Management, Inc. 0.09% Reduce -29.0% 11,278 $1.6M
Wealthfront Advisers LLC 0.00% Add +9.3% 11,211 $1.6M
Boston Research & Management Inc. 0.35% Reduce -4.6% 10,978 $1.6M
Novak & Powell Financial Services, Inc. 0.83% Add +30.7% 10,881 $1.6M
Synovus Financial Corp. 0.02% Reduce -1.2% 10,848 $1.6M
Telos Capital Management, Inc. 0.15% Reduce -4.7% 10,801 $1.6M
IMC-Chicago, LLC 0.03% New 10,712 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.05% Reduce -6.1% 10,612 $1.5M
Garrison Point Advisors, LLC 0.63% Reduce -1.7% 10,388 $1.5M
Transcend Capital Advisors, LLC 0.11% Add +0.0% 10,322 $1.5M
White Lighthouse Investment Management Inc. 0.23% Reduce -9.4% 10,293 $1.5M
NewEdge Wealth, LLC 0.02% Add +25.9% 9,363 $1.5M
Security National Bank of So Dak 0.74% Add +0.5% 10,225 $1.5M
Canton Hathaway, LLC 0.28% No change 9,961 $1.4M
Cannell & Spears LLC 0.03% No change 9,930 $1.4M
Edmond DE Rothschild Holding S.A. 0.02% No change 9,910 $1.4M
Blue Fin Capital, Inc. 0.22% Reduce -1.6% 9,894 $1.4M
Colonial Trust Co / SC 0.19% Reduce -1.1% 9,862 $1.4M
Raelipskie Partnership 0.61% Reduce -18.9% 9,773 $1.4M
Security National Bank of Sioux City Iowa 0.92% Add +0.5% 9,759 $1.4M
Scotia Capital Inc. 0.01% Add +30.3% 9,644 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Add +2.1% 9,517 $1.4M
RS Crum Inc. 0.30% No change 9,451 $1.4M
Finer Wealth Management, Inc. 0.67% Add +2.7% 9,380 $1.4M
Bradley Foster & Sargent Inc. 0.02% No change 9,175 $1.3M
Patriot Investment Management Group, Inc. 0.09% No change 9,076 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -67.9% 9,024 $1.3M
VERITY Wealth Advisors 0.81% No change 8,898 $1.3M
Cresset Asset Management, LLC 0.01% Add +1.2% 8,887 $1.3M
Kanawha Capital Management LLC 0.09% Add +0.9% 8,845 $1.3M
Biltmore Family Office, LLC 0.18% No change 8,828 $1.3M
Wealthcare Advisory Partners LLC 0.03% Reduce -1.0% 8,813 $1.3M
Main Street Financial Solutions, LLC 0.08% Reduce -2.3% 8,694 $1.3M
Beaumont Financial Advisors, LLC 0.08% Reduce -3.1% 8,694 $1.3M
Capital Investment Advisors, LLC 0.02% Reduce -4.0% 8,669 $1.3M
Burke & Herbert Bank & Trust Co. 0.27% Reduce -1.8% 8,654 $1.2M
Corecam Pte. Ltd. 0.67% New 8,640 $1.2M
Apollon Wealth Management, LLC 0.02% Add +1.3% 8,629 $1.2M
Chicago Partners Investment Group LLC 0.03% No change 7,873 $1.2M
Qube Research & Technologies Ltd 0.00% Add +235.8% 8,571 $1.2M
Busey Bank 0.03% Reduce -2.5% 8,336 $1.2M
BigSur Wealth Management LLC 0.29% No change 8,250 $1.2M
Ping Capital Management, Inc. 0.70% No change 8,000 $1.2M
World Investment Advisors 0.02% Add +2.5% 7,880 $1.1M
Acropolis Investment Management, LLC 0.06% Add +23.0% 8,926 $1.1M
City State Bank 0.32% Add +0.2% 7,693 $1.1M
Signature Wealth Management Partners, LLC 0.57% Reduce -2.0% 7,520 $1.1M
Ieq Capital, LLC 0.00% Add +29.5% 7,470 $1.1M
Richard W. Paul & Associates, LLC 0.37% Add +2.3% 7,457 $1.1M
XTX Topco Ltd 0.06% Add +36.6% 7,413 $1.1M
Arkadios Wealth Advisors 0.03% Add +6.8% 7,387 $1.1M
Adell Harriman & Carpenter Inc. 0.06% Reduce -2.3% 7,378 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -7.0% 7,333 $1.1M
Shulman DeMeo Asset Management LLC 0.24% Reduce -0.4% 7,331 $1.1M
Milestone Investment Advisors LLC 0.26% Reduce -1.9% 7,182 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -2.0% 7,173 $1.0M
Proffitt & Goodson Inc. 0.15% Reduce -0.9% 7,008 $1.0M
Avior Wealth Management, LLC 0.03% Add +1.1% 7,007 $1.0M
Cubist Systematic Strategies, LLC 0.01% New 6,941 $1.0M
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -7.6% 6,927 $1.0M
Merit Financial Group, LLC 0.01% Reduce -53.0% 6,918 $999K
Fiduciary Trust Co 0.01% No change 6,840 $987K
Ferguson Wellman Capital Management, Inc. 0.02% Add +1.6% 6,836 $987K
Baltimore-Washington Financial Advisors, Inc. 0.04% Reduce -0.4% 6,769 $977K
Mutual Advisors, LLC 0.02% Reduce -18.4% 6,309 $975K
Knightsbridge Asset Management, LLC 0.17% Reduce -5.5% 6,750 $974K
Signature Estate & Investment Advisors LLC 0.02% Reduce -6.0% 6,677 $964K
LM Advisors LLC 0.14% No change 6,569 $948K
Tower Research Capital LLC (TRC) 0.03% Reduce -87.2% 6,560 $947K
Washington Growth Strategies LLC 0.67% No change 6,524 $942K
TD Private Client Wealth LLC 0.02% Reduce -14.3% 6,508 $940K
Nwi Management LP 0.09% No change 6,500 $938K
Lyell Wealth Management, LP 0.07% Add +11.7% 6,450 $931K
Tudor Investment Corporation 0.01% New 6,450 $931K
SteelPeak Wealth, LLC 0.03% Add +7.7% 6,435 $929K
Webster Bank, N. A. 0.09% No change 6,414 $926K
Westwood Wealth Management 0.34% Reduce -7.0% 6,395 $923K
Cwm, LLC 0.00% Reduce -2.1% 6,383 $921K
Wealthspire Advisors, LLC 0.00% Reduce -8.1% 6,361 $918K
Essex Financial Services, Inc. 0.05% Reduce -5.9% 6,306 $910K
Brookstone Capital Management 0.01% Reduce -57.5% 6,300 $910K
O'ROURKE & COMPANY, Inc 0.38% Reduce -3.3% 6,296 $909K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -1.8% 6,279 $906K
Pathstone Holdings, LLC 0.00% Reduce -16.2% 6,233 $900K
Kestra Private Wealth Services, LLC 0.01% Reduce -8.8% 6,212 $897K
Quantbot Technologies LP 0.02% Reduce -39.5% 6,203 $896K
Kornitzer Capital Management Inc. 0.02% New 6,125 $884K
Quantinno Capital Management LP 0.00% Add +40.9% 6,082 $878K
Means Investment Co., Inc. 0.08% Reduce -7.7% 6,077 $877K
Modera Wealth Management, LLC 0.01% Reduce -3.0% 6,065 $876K
Magnus Financial Group LLC 0.07% Reduce -44.8% 6,052 $874K
Bank of New York Mellon Corp 0.00% Reduce -10.5% 6,002 $867K
Aprio Wealth Management, LLC 0.09% Reduce -54.3% 5,986 $864K
Clarity Wealth Advisors, LLC 0.19% Reduce -30.7% 5,868 $847K
Endowment Wealth Management, Inc. 0.38% Add +27.9% 5,865 $847K
Snowden Capital Advisors LLC 0.02% Add +0.4% 5,839 $843K
Allworth Financial LP 0.00% Reduce -4.2% 5,806 $838K
Sharper & Granite LLC 0.30% Reduce -23.8% 5,774 $834K
Summit Trail Advisors, LLC 0.01% No change 5,760 $832K
Harbour Capital Advisors, LLC 0.17% Reduce -1.1% 5,503 $828K
OneDigital Investment Advisors LLC 0.01% Reduce -3.1% 5,679 $820K
Brown Brothers Harriman & Co. 0.00% Reduce -0.2% 5,628 $813K
Bailard, Inc. 0.02% No change 5,563 $803K
PFG Advisors 0.03% New 5,552 $802K
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.4% 5,550 $801K
Stratos Wealth Partners, LTD. 0.01% Reduce -13.7% 5,515 $796K
Cassaday & Co Wealth Management LLC 0.02% No change 5,506 $795K
Calton & Associates, Inc. 0.12% Add +1.5% 5,504 $795K
Cladis Investment Advisory, LLC 0.45% Reduce -5.0% 5,425 $783K
United Capital Financial Advisors, LLC 0.01% Add +3.8% 5,411 $781K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 5,405 $780K
Farther Finance Advisors, LLC 0.01% Add +1.7% 5,393 $779K
Addison Capital Co 0.23% Add +70.4% 5,333 $770K
Prime Capital Investment Advisors, LLC 0.01% Reduce -46.4% 5,318 $768K
Evolution Wealth Advisors, LLC 0.10% Reduce -5.4% 5,317 $768K
Stephens Inc. 0.01% No change 5,312 $767K
AQR Capital Management 0.00% Reduce -3.8% 5,162 $745K
Dearborn Partners LLC 0.03% Reduce -5.6% 5,083 $734K
American State Bank (Iowa) 0.37% No change 5,082 $734K
Whittier Trust Co. 0.01% Reduce -13.7% 4,840 $731K
Regions Financial Corp. 0.00% Add +6.3% 4,927 $711K
Logan Stone Capital, LLC 0.32% New 4,892 $706K
Marco Investment Management LLC 0.05% No change 4,886 $705K
Legacy Edge Advisors, LLC 0.08% Add +22.8% 4,885 $705K
Sigma Planning Corp 0.02% Reduce -2.7% 4,879 $704K
Advisory Services Network, LLC 0.01% Add +22.6% 4,876 $704K
Nomura Asset Management Co. Ltd. 0.00% New 4,846 $700K
Rwa Wealth Partners, LLC 0.01% Reduce -15.5% 4,843 $699K
Haverford Trust Co 0.01% Add +0.1% 4,836 $698K
Fidelis Capital Partners, LLC 0.05% Reduce -4.7% 4,815 $695K
Principle Wealth Partners LLC 0.04% Reduce -5.9% 4,781 $690K
Sovereign Financial Group, Inc. 0.13% Reduce -0.3% 4,708 $680K
TCV Trust & Wealth Management, Inc. 0.06% No change 4,702 $679K
Advantage Trust Co 0.31% Reduce -7.4% 4,677 $675K
Smith, Moore & Co. 0.05% Reduce -5.3% 4,675 $675K
Maxele Advisors, LLC 0.58% No change 4,670 $674K
Ascent Group, LLC 0.02% No change 4,647 $671K
HB Wealth Management, LLC 0.00% Add +75.5% 4,633 $669K
Moneta Group Investment Advisors LLC 0.01% Add +2.2% 4,602 $664K
Vontobel Holding Ltd. 0.00% Reduce -16.6% 4,557 $658K
CWA Asset Management Group, LLC 0.02% Reduce -6.2% 4,538 $655K
Meridian Wealth Management, LLC 0.03% Reduce -0.9% 4,536 $655K
Knott David M Jr 0.27% Add +125.0% 4,500 $650K
Humankind Investments LLC 0.15% No change 4,500 $650K
Realta Investment Advisors 0.22% Add +1032.3% 4,484 $647K
Rothschild Investment LLC 0.04% No change 4,400 $635K
Quantitative Investment Management, LLC 0.09% Add +167.9% 4,362 $629K
PFG Investments, LLC 0.03% Reduce -1.3% 4,338 $626K
Federation des caisses Desjardins du Quebec 0.00% Reduce -8.8% 4,314 $623K
Navis Wealth Advisors, LLC 0.46% Add +0.1% 4,201 $607K
Monograph Wealth Advisors, LLC 0.06% No change 4,200 $606K
Tidal Investments LLC 0.00% No change 4,200 $606K
Headinvest, LLC 0.12% No change 4,176 $603K
Johnson Investment Counsel Inc. 0.01% Add +6.4% 4,174 $603K
Coastal Bridge Advisors, LLC 0.05% Reduce -22.5% 4,165 $601K
Aft, Forsyth & Company, Inc. 0.29% Reduce -1.0% 4,163 $601K
IFG Advisory, LLC 0.03% Add +38.7% 4,141 $598K
Fort Sheridan Advisors LLC 0.08% No change 4,133 $597K
First Merchants Corp. 0.02% Reduce -23.6% 4,115 $594K
Pacific Sun Financial Corp 0.29% Reduce -4.0% 4,097 $591K
Gladstone Institutional Advisory LLC 0.02% Add +2.7% 4,016 $580K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -1.6% 4,016 $580K
Core Wealth Partners LLC 0.26% Reduce -6.8% 3,987 $576K
Cibc World Market Inc. 0.00% Add +15.2% 3,987 $576K
Stratos Wealth Advisors, LLC 0.03% Add +4.0% 3,986 $575K
Evoke Wealth, LLC 0.01% No change 3,974 $574K
Krilogy Financial LLC 0.02% New 3,592 $569K
Focus Partners Advisor Solutions, LLC 0.01% Add +65.5% 3,592 $567K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.9% 3,923 $566K
J.W. Cole Advisors, Inc. 0.01% Reduce -15.4% 3,909 $564K
SPC Financial, Inc. 0.04% Add +21.9% 3,890 $562K
Triumph Capital Management 0.15% Reduce -16.4% 3,879 $560K
ICICI Prudential Asset Management Co Ltd 0.06% No change 3,877 $560K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -25.5% 3,875 $559K
Graves Light Lenhart Wealth, Inc. 0.06% No change 3,852 $556K
Chelsea Counsel Co. 0.25% No change 3,830 $553K
Waters Parkerson & Co., LLC 0.03% No change 3,700 $534K
Creekside Partners 0.23% Reduce -6.0% 3,614 $522K
Middleton & Co. Inc. 0.06% No change 3,600 $520K
Navellier & Associates Inc. 0.05% New 3,572 $516K
Clear Harbor Asset Management, LLC 0.04% No change 3,555 $513K
BlackRock, Inc. 0.00% Add +53.5% 3,539 $511K
Coastwise Capital Group, LLC 0.36% Add +0.0% 3,521 $508K
Community Financial Services Group, LLC 0.09% Reduce -3.0% 3,514 $507K
Hennion & Walsh Asset Management, Inc. 0.02% No change 3,510 $507K
Bigelow Investment Advisors, LLC 0.20% Reduce -48.1% 3,498 $505K
Chemistry Wealth Management LLC 0.10% No change 3,486 $503K
Liberty Wealth Management LLC 0.07% Reduce -3.0% 3,472 $501K
Tiaa Trust, National Association 0.00% Reduce -0.5% 3,468 $501K
Abbot Financial Management, Inc. 0.21% Reduce -0.6% 3,444 $497K
NorthCrest Asset Manangement, LLC 0.01% Add +0.7% 3,300 $497K
SlateStone Wealth, LLC 0.04% Reduce -40.9% 3,420 $494K
Great Valley Advisor Group, Inc. 0.01% Reduce -9.3% 3,413 $493K
Capstone Wealth Management Group LLC 0.31% No change 3,404 $491K
Caprock Group, LLC 0.01% — 3,553 $491K
Glassman Wealth Services 0.07% Reduce -5.6% 3,397 $490K
Kelman-Lazarov, Inc. 0.07% Reduce -3.6% 3,393 $490K
Citizens Financial Group Inc. 0.01% Add +14.8% 3,386 $489K
Sequoia Financial Advisors, LLC 0.00% No change 3,340 $482K
Rockingstone Advisors LLC 0.24% Reduce -17.6% 3,328 $480K
Midwest Trust Co 0.01% Reduce -7.0% 3,322 $480K
Fort Washington Investment Advisors Inc. 0.00% Reduce -17.7% 3,300 $476K
Tyche Wealth Partners LLC 0.08% No change 3,296 $476K
Pines Wealth Management, LLC 0.16% Add +7.2% 3,257 $470K
Massachusetts Wealth Management 0.23% Add +16.1% 3,253 $470K
Ellis Investment Partners, LLC 0.08% Reduce -7.9% 3,240 $468K
Marotta Asset Management 0.09% No change 3,148 $468K
Optimum Investment Advisors 0.19% Reduce -3.3% 3,236 $467K
VestGen Advisors, LLC 0.02% New 3,236 $467K
Kingsview Wealth Management, LLC 0.01% Reduce -5.3% 3,201 $462K
Dakota Wealth Management 0.01% Reduce -32.5% 3,173 $458K
Institute for Wealth Management, LLC. 0.05% Reduce -4.2% 3,154 $455K
Carbahal Olsen Financial Services Group, LLC 0.36% Reduce -3.5% 3,133 $452K
King Wealth Management Group 0.06% Add +0.0% 3,116 $450K
Lanark Financial, Inc. 0.03% Reduce -6.2% 3,101 $448K
Twin Focus Capital Partners, LLC 0.06% New 3,066 $443K
Triangle Securities Wealth Management 0.10% Reduce -3.5% 3,036 $438K
Maltin Wealth Management, Inc. 0.18% Add +0.1% 3,034 $438K
Flagship Private Wealth, LLC 0.18% Reduce -4.0% 3,024 $437K
Oakworth Capital, Inc. 0.03% Add +0.4% 3,013 $435K
Lighthouse Financial LLC 0.29% No change 3,010 $435K
Choreo, LLC 0.01% Reduce -3.0% 2,978 $430K
Beverly Hills Private Wealth, LLC 0.08% No change 2,971 $429K
Brandywine Oak Private Wealth LLC 0.04% Reduce -4.7% 2,969 $429K
KFG Wealth Management, LLC 0.06% Add +20.6% 2,947 $425K
Werba Rubin Papier Wealth Management 0.07% No change 2,940 $425K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.4% 2,940 $424K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -12.7% 2,931 $423K
Peregrine Asset Advisers, Inc. 0.13% No change 2,916 $421K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.07% Reduce -1.7% 2,915 $421K
Tudor Financial Inc. 0.22% No change 2,890 $417K
NorthCoast Asset Management LLC 0.00% Reduce -31.0% 2,888 $417K
Sculati Wealth Management, LLC 0.15% Reduce -26.1% 2,865 $414K
Keebeck Wealth Management 0.05% No change 2,840 $410K
Berger Financial Group, Inc 0.02% Add +2.7% 2,829 $408K
Marathon Capital Management 0.09% Reduce -15.1% 2,815 $406K
HCR Wealth Advisors 0.04% Reduce -9.7% 2,709 $405K
Joel Isaacson & Co., LLC 0.01% No change 2,795 $404K
Montag A & Associates Inc. 0.02% No change 2,786 $402K
Wescott Financial Advisory Group, LLC 0.04% No change 2,769 $400K
Keystone Financial Group 0.03% Reduce -4.7% 2,483 $400K
SeaBridge Investment Advisors LLC 0.06% Reduce -32.4% 2,714 $392K
Transatlantique Private Wealth LLC 0.13% Add +0.4% 2,690 $388K
Simmons Bank 0.03% No change 2,675 $386K
Heritage Investment Group, Inc. 0.06% No change 2,675 $386K
Grant Private Wealth Management Inc 0.24% New 2,662 $384K
Larson Financial Group LLC 0.01% Add +10.7% 2,657 $384K
First National Corp. /Ma/ 0.07% New 2,582 $383K
O'shaughnessy Asset Management, LLC 0.00% Add +14.5% 2,627 $379K
International Assets Investment Management, LLC 0.03% No change 2,959 $378K
Chancellor Financial Group WB LP 0.27% Add +0.0% 2,598 $375K
Investmark Advisory Group LLC 0.16% Add +0.0% 2,591 $374K
Dale Q Rice Investment Management Ltd 0.26% Reduce -2.0% 2,458 $374K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,571 $371K
Sowell Financial Services LLC 0.01% Add +0.8% 2,570 $371K
SVB Wealth LLC 0.02% No change 2,566 $370K
Beckerman Institutional, LLC 0.22% Reduce -4.9% 2,550 $368K
Continuum Advisory, LLC 0.04% New 2,542 $367K
Certuity, LLC 0.03% Add +0.0% 2,526 $365K
Courier Capital LLC 0.02% Reduce -3.8% 2,517 $363K
Valley National Advisers Inc. 0.06% Reduce -22.4% 2,521 $363K
Schonfeld Strategic Advisors LLC 0.00% New 2,501 $361K
Valmark Advisers, Inc. 0.00% Reduce -3.1% 2,492 $360K
Elevation Point Wealth Partners, LLC 0.02% Add +10216.7% 2,476 $358K
RB Capital Management, LLC 0.08% Add +0.0% 2,472 $357K
SeaCrest Wealth Management, LLC 0.04% Reduce -9.6% 2,335 $355K
Carret Asset Management, LLC 0.03% No change 2,444 $353K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.0% 2,443 $353K
Pinnacle Financial Partners Inc 0.01% Add +1.7% 2,440 $352K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -10.5% 2,420 $349K
Vestmark Advisory Solutions, Inc. 0.01% New 2,409 $348K
Connecticut Wealth Management, LLC 0.02% Reduce -72.3% 2,402 $347K
Perigon Wealth Management, LLC 0.01% Reduce -9.1% 2,401 $347K
Prospera Financial Services Inc 0.01% Add +32.8% 2,399 $346K
CX Institutional 0.01% Reduce -12.7% 2,395 $346K
Meridian Investment Counsel Inc. 0.09% New 2,385 $344K
Clearwater Capital Advisors, LLC 0.03% No change 2,384 $344K
Warner Financial, Inc. 0.13% No change 2,379 $343K
Baxter Bros Inc. 0.04% New 2,372 $342K
Carter Financial Group, INC. 0.21% No change 2,370 $342K
Anchor Investment Management, LLC 0.03% Reduce -10.0% 2,349 $339K
Jacobi Capital Management LLC 0.02% Reduce -1.7% 2,304 $333K
Altfest L J & Co. Inc. 0.04% Reduce -1.4% 2,294 $331K
Exencial Wealth Advisors, LLC 0.01% No change 2,282 $329K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -8.2% 2,252 $325K
SFE Investment Counsel 0.05% Reduce -1.7% 2,246 $324K
Procyon Advisors, LLC 0.02% Reduce -18.8% 2,240 $323K
Neumann Capital Management, LLC 0.09% No change 2,238 $323K
Mission Wealth Management, LP 0.01% No change 2,234 $322K
Signet Financial Management, LLC 0.04% Reduce -13.7% 2,226 $321K
PAX Financial Group, LLC 0.06% Reduce -20.7% 2,213 $319K
Global Assets Advisory, LLC 0.09% Reduce -15.0% 2,203 $318K
Beacon Investment Advisory Services, Inc. 0.01% Add +2.4% 2,202 $318K
Dover Advisors, LLC 0.13% Reduce -0.9% 2,201 $318K
Fisher Asset Management 0.00% Reduce -3.0% 2,200 $318K
MGB Wealth Management, LLC 0.09% No change 2,200 $318K
Wedbush Securities Inc. 0.01% Reduce -5.6% 2,196 $317K
Hanson & Doremus Investment Management 0.04% No change 2,190 $316K
Flputnam Investment Management Co. 0.00% Add +5.1% 2,179 $315K
EWG Elevate Inc. 0.10% Reduce -18.1% 2,170 $313K
Kovack Advisors, Inc. 0.03% Reduce -0.6% 2,157 $311K
Neuberger Berman Group LLC 0.00% Add +16.1% 2,153 $311K
Griffin Asset Management, Inc. 0.03% Reduce -32.1% 2,150 $310K
Bay Rivers Group 0.13% Reduce -1.7% 2,141 $309K
Bravias Capital Group, LLC 0.21% Add +2.4% 2,141 $309K
Harbour Investments, Inc. 0.01% Add +33.2% 2,131 $308K
National Bank of Canada 0.00% Reduce -28.9% 2,121 $306K
SBI Securities Co., Ltd. 0.01% Add +9.4% 2,120 $306K
Avidian Wealth Enterprises, LLC 0.01% No change 2,112 $305K
Brick & Kyle, Associates 0.11% Reduce -1.9% 2,103 $304K
Creative Financial Designs Inc. 0.02% Add +50.4% 2,104 $304K
Kingswood Wealth Advisors, LLC 0.02% Add +9.5% 2,098 $303K
Belvedere Trading LLC 0.02% New 2,094 $302K
Aptus Capital Advisors, LLC 0.00% Reduce -7.7% 2,093 $302K
Salem Investment Counselors Inc. 0.01% Reduce -7.8% 2,080 $300K
Chapin Davis, Inc. 0.07% Reduce -3.3% 2,077 $300K
Bank of New Hampshire 0.07% Reduce -0.3% 2,057 $297K
Welch & Forbes LLC 0.00% No change 2,057 $297K
EverSource Wealth Advisors, LLC 0.01% Reduce -26.4% 2,047 $296K
10Elms LLP 0.30% No change 2,025 $292K
Mechanics Bank Trust Department 0.04% Reduce -4.7% 2,025 $292K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -13.4% 1,932 $292K
Banque Cantonale Vaudoise 0.01% Reduce -72.8% 2,015 $291K
Beck Bode, LLC 0.05% Reduce -16.6% 2,005 $289K
T. Rowe Price Associates Inc. 0.00% Reduce -44.7% 2,000 $289K
Ally Invest Advisors Inc. 0.02% Add +2.7% 1,990 $287K
Elk River Wealth Management LLC 0.05% Reduce -0.5% 1,990 $287K
Ancora Advisors LLC 0.01% Reduce -11.5% 1,987 $287K
Fulton Breakefield Broenniman LLC 0.02% Reduce -1.8% 1,978 $286K
HBK Sorce Advisory LLC 0.01% Add +13.0% 1,852 $284K
Parcion Private Wealth LLC 0.02% New 1,940 $280K
Flagship Harbor Advisors, LLC 0.01% New 1,939 $280K
Everett Harris & Co. 0.00% No change 1,933 $279K
MTM Financial Group, LLC 0.14% No change 1,978 $277K
First Manhattan Co. Llc. 0.00% Reduce -1.6% 1,911 $276K
United Bank 0.03% No change 1,908 $275K
Spire Wealth Management 0.01% Reduce -39.4% 1,900 $274K
Old National Bancorp 0.00% Reduce -2.0% 1,894 $273K
Regent Peak Wealth Advisors LLC 0.05% — 1,887 $272K
Empower Advisory Group, LLC 0.00% New 1,878 $271K
NORTHSTAR ASSET MANAGEMENT Co 0.06% No change 1,875 $271K
Arete Wealth Advisors, LLC 0.02% Reduce -1.8% 1,871 $270K
M&T Bank Corp 0.00% Reduce -29.7% 1,870 $270K
NCM Capital Management, LLC 0.10% No change 1,865 $269K
First Horizon Corp. 0.01% — 1,865 $269K
StoneX Group Inc. 0.01% Reduce -13.0% 1,853 $268K
CreativeOne Wealth, LLC 0.01% New 1,840 $266K
First Nebraska Trust Co 0.02% Reduce -4.2% 1,837 $265K
Objective Capital Management, LLC 0.27% No change 1,815 $262K
SevenBridge Financial Group, LLC 0.04% No change 1,582 $261K
RPS Advisory Solutions LLC 0.13% Reduce -2.4% 1,801 $260K
ESL Trust Services, LLC 0.05% No change 1,800 $260K
Retirement Planning Co of New England, Inc. 0.10% Reduce -0.2% 1,786 $258K
HUB Investment Partners, LLC 0.01% Add +7.6% 1,775 $256K
FineMark National Bank & Trust 0.01% Reduce -50.8% 1,770 $256K
Nwam LLC 0.01% No change 1,644 $255K
Comprehensive Financial Consultants Institutional, Inc. 0.08% Reduce -9.1% 1,757 $254K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -8.4% 1,757 $254K
Asset Management Group, Inc. 0.04% No change 1,754 $253K
Heritage Wealth Advisors 0.01% No change 1,750 $253K
Clare Market Investments LLC 0.05% Reduce -5.5% 1,702 $246K
John G Ullman & Associates Inc. 0.03% No change 1,700 $245K
Rehmann Capital Advisory Group 0.01% No change 1,694 $245K
Financial Advisors, LLC 0.04% No change 1,667 $241K
Red Door Wealth Management, LLC 0.03% Reduce -5.7% 1,662 $240K
LCNB Corp. 0.08% No change 1,645 $237K
Ignite Planners, LLC 0.04% New 1,644 $237K
Macquarie Group Ltd. 0.00% Add +392.5% 1,640 $237K
Argent Trust Co 0.01% Add +1.3% 1,633 $236K
Millennium Capital Advisors, LLC 0.14% No change 1,626 $235K
IHT Wealth Management, LLC 0.01% Reduce -32.4% 1,624 $235K
PACK Private Wealth, LLC 0.11% No change 1,614 $233K
Tritonpoint Wealth, LLC 0.02% No change 1,609 $232K
Harbor Investment Advisory, LLC 0.02% No change 1,604 $232K
One Capital Management, LLC 0.01% Reduce -5.1% 1,602 $231K
Cahill Financial Advisors Inc. 0.03% Add +0.1% 1,601 $231K
Oxler Private Wealth LLC 0.07% Add +0.1% 1,594 $230K
UMB Bank, n.a. 0.00% Add +8.7% 1,559 $225K
Atria Investments, Inc 0.00% Reduce -2.4% 1,557 $225K
Vance Wealth, LLC 0.07% New 1,552 $224K
Apriem Advisors 0.02% New 1,545 $223K
TD Waterhouse Canada Inc. 0.00% Reduce -27.0% 1,498 $223K
Dorsey & Whitney Trust CO LLC 0.01% New 1,530 $221K
Penobscot Investment Management Company, Inc. 0.02% New 1,520 $219K
IFC Advisors LLC 0.04% New 1,513 $218K
Money Concepts Capital Corp. 0.01% New 1,513 $218K
Baldwin Wealth Partners LLC 0.01% Reduce -9.6% 1,505 $217K
Mascagni Wealth Management, Inc. 0.17% Reduce -7.1% 1,503 $217K
Broyhill Asset Management, LLC 0.19% New 1,500 $217K
AtlasMark Financial, Inc 0.14% New 1,500 $217K
Vision Capital Management, Inc. 0.03% New 1,500 $217K
Seed Wealth Management, Inc. 0.15% Reduce -37.4% 1,475 $213K
Westshore Wealth, LLC 0.07% New 1,464 $211K
Castle Rock Wealth Management, LLC 0.05% New 1,407 $209K
Prism Advisors, Inc. 0.06% New 1,438 $208K
Benjamin Edwards Inc. 0.00% New 1,420 $205K
Brighton Jones LLC 0.00% New 1,418 $205K
Orion Porfolio Solutions, LLC 0.00% New 1,412 $204K
Bond & Devick Financial Network, Inc. 0.06% New 1,403 $203K
RDA Financial Network 0.05% Reduce -15.0% 1,400 $202K
Valeo Financial Advisors, LLC 0.00% New 1,399 $202K
AE Wealth Management LLC 0.00% Reduce -12.7% 1,398 $202K
Hikari Tsushin, Inc. 0.01% No change 1,373 $198K
Caldwell Trust Co 0.02% No change 1,368 $197K
Alerus Financial NA 0.01% No change 1,353 $195K
EPG Wealth Management LLC 0.05% Reduce -0.7% 1,351 $195K
North Star Investment Management Corp. 0.01% No change 1,263 $182K
LFA - Lugano Financial Advisors SA 0.09% No change 1,200 $173K
CoreCap Advisors, LLC 0.01% Reduce -8.5% 1,199 $173K
St Germain D J Co. Inc. 0.01% No change 1,170 $169K
Caldwell Sutter Capital, Inc. 0.07% Reduce -20.8% 1,142 $165K
Principal Securities, Inc. 0.00% Reduce -21.6% 1,121 $162K
Union Bancaire Privee, UBP SA 0.00% No change 1,150 $159K
Family Manage LLC 0.02% No change 1,100 $159K
Bangor Savings Bank 0.01% Reduce -29.8% 1,099 $159K
Walleye Trading LLC 0.00% Reduce -82.4% 1,070 $154K
Pittenger & Anderson Inc. 0.01% No change 1,050 $152K
Bokf, NA 0.00% Add +0.4% 1,046 $151K
Minot DeBlois Advisors LLC 0.13% Reduce -4.7% 1,025 $148K
Compagnie Lombard Odier SCmA 0.00% New 1,000 $144K
Pin Oak Investment Advisors Inc. 0.10% Add +0.0% 978 $141K
Mogy Joel R Investment Counsel Inc. 0.01% No change 975 $141K
Quaker Wealth Management, LLC 0.05% No change 969 $140K
Blue Trust, Inc. 0.00% Reduce -20.7% 935 $135K
Register Financial Advisors LLC 0.05% No change 920 $133K
Bessemer Group Inc. 0.00% Reduce -30.3% 836 $121K
Parallel Advisors, LLC 0.00% Reduce -26.5% 834 $120K
AlphaCore Capital LLC 0.00% Add +0.1% 827 $119K
Smithfield Trust Co 0.01% Reduce -2.0% 800 $115K
North Capital, Inc. 0.09% Add +0.1% 790 $114K
LOM Asset Management Ltd 0.03% No change 780 $113K
Fourth Dimension Wealth, LLC 0.04% No change 775 $112K
Clearstead Advisors, LLC 0.00% No change 766 $111K
Nvwm, LLC 0.02% No change 760 $110K
Golden State Wealth Management, LLC 0.01% No change 758 $109K
AdvisorNet Financial, Inc 0.01% Add +443.2% 755 $109K
Ameritas Advisory Services, LLC 0.01% Reduce -84.8% 745 $107K
Financial Perspectives, Inc 0.03% Add +2.8% 742 $107K
Reyes Financial Architecture, Inc. 0.07% New 730 $105K
Russell Investments Group, Ltd. 0.00% Add +355.6% 697 $101K
Winch Advisory Services, LLC 0.02% No change 688 $99K
Finley Financial, LLC 0.05% No change 675 $97K
Wolff Wiese Magana LLC 0.06% Reduce -5.2% 672 $97K
Geneos Wealth Management Inc. 0.00% No change 648 $94K
Wilmington Savings Fund Society, FSB 0.00% Reduce -60.0% 628 $91K
Pacific Center for Financial Services 0.02% No change 622 $90K
Strategic Wealth Partners, Ltd. 0.01% Reduce -49.6% 613 $88K
Tortoise Investment Management, LLC 0.01% No change 603 $87K
Hazlett, Burt & Watson, Inc. 0.03% No change 609 $87K
MCF Advisors LLC 0.01% No change 600 $87K
Rossmore Private Capital 0.01% New 599 $86K
Alpine Bank Wealth Management 0.01% No change 585 $84K
Barrett & Company, Inc. 0.03% Reduce -6.3% 566 $82K
HighMark Wealth Management LLC 0.03% No change 547 $79K
Byrne Asset Management LLC 0.06% Reduce -0.7% 539 $78K
Plante Moran Financial Advisors, LLC 0.00% Add +0.2% 529 $76K
Westfuller Advisors, LLC 0.03% New 527 $76K
Medallion Wealth Advisors, LLC 0.03% No change 510 $74K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -75.6% 500 $72K
Private Trust Co. NA 0.01% Add +21.4% 488 $70K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -22.1% 484 $70K
Activest Wealth Management 0.01% Reduce -0.6% 474 $68K
Asset Dedication, LLC 0.00% No change 472 $68K
AllSquare Wealth Management LLC 0.04% Reduce -17.6% 467 $67K
SOA Wealth Advisors, LLC. 0.01% Reduce -22.0% 454 $65K
FSA Wealth Management LLC 0.02% No change 447 $65K
Vermillion Wealth Management, Inc. 0.02% No change 425 $61K
Mather Group, Llc. 0.00% New 423 $61K
Comprehensive Financial Planning, Inc. 0.04% No change 419 $60K
WFA Asset Management Corp 0.03% Add +0.2% 412 $60K
Matrix Private Capital Group LLC 0.03% No change 400 $58K
Y.D. More Investments Ltd 0.00% No change 385 $56K
Princeton Global Asset Management LLC 0.01% Add +375.0% 380 $55K
Archer Investment Corp 0.01% No change 378 $55K
Founders Financial Alliance, LLC 0.01% Add +605.7% 374 $54K
Sunbelt Securities, Inc. 0.00% Reduce -15.8% 372 $54K
Sound Income Strategies, LLC 0.00% Reduce -57.5% 350 $53K
Signaturefd, LLC 0.00% Reduce -7.1% 365 $53K
Dynamic Wealth Strategies, LLC 0.03% No change 362 $52K
TrinityBridge Ltd 0.00% Add +25.4% 345 $50K
Hurley Capital, LLC 0.03% Add +0.3% 341 $49K
Addison Advisors LLC 0.01% No change 340 $49K
GAMMA Investing LLC 0.00% Reduce -10.3% 338 $49K
Bollard Group LLC 0.00% No change 334 $48K
Solstein Capital, LLC 0.02% No change 330 $48K
Crews Bank & Trust 0.01% No change 330 $48K
Monetary Management Group Inc. 0.01% No change 300 $43K
Security National Bank 0.01% No change 300 $43K
Main Management LLC 0.00% No change 300 $43K
Thompson Investment Management, Inc. 0.01% No change 291 $42K
Trifecta Capital Advisors, LLC 0.01% No change 275 $40K
N.E.W. Advisory Services LLC 0.00% No change 272 $39K
Parkside Financial Bank & Trust 0.00% Add +48.6% 266 $38K
Murphy & Mullick Capital Management Corp 0.03% Add +2.4% 252 $38K
Bogart Wealth, LLC 0.00% Add +0.4% 262 $38K
Hager Investment Management Services, LLC 0.02% No change 260 $38K
Key Financial Inc 0.01% Reduce -10.3% 244 $36K
Trust Co. of Toledo NA 0.00% No change 250 $36K
Johnson Financial Group, Inc. 0.00% No change 250 $36K
Harbor Asset Planning, Inc. 0.03% No change 247 $36K
Ashton Thomas Securities, LLC 0.01% New 246 $36K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 245 $35K
Woodside Wealth Management LLC 0.03% No change 240 $35K
High Note Wealth, LLC 0.01% No change 240 $35K
Hoey Investments, Inc. 0.00% No change 235 $34K
Highline Wealth Partners LLC 0.01% No change 230 $33K
Financial Gravity Asset Management, Inc. 0.01% — 230 $33K
VSM Wealth Advisory, LLC 0.01% No change 228 $33K
HHM Wealth Advisors, LLC 0.00% No change 225 $32K
HM Payson & Co. 0.00% No change 225 $32K
Lazard Asset Management LLC 0.00% No change 225 $32K
Red Lighthouse Investment Management, LLC 0.01% No change 222 $32K
Darwin Wealth Management, LLC 0.01% No change 200 $29K
Consultiva Wealth Management, Corp. 0.08% No change 200 $29K
Glen Eagle Advisors, LLC 0.00% No change 197 $28K
Phillips Financial Management, LLC 0.00% No change 196 $28K
Cordgrass Capital Advisors, LLC 0.01% No change 189 $27K
Armstrong Advisory Group, Inc. 0.00% No change 187 $27K
Mascoma Wealth Management LLC 0.01% Reduce -41.7% 187 $27K
Horizon Bancorp Inc. 0.01% No change 181 $26K
Tsfg, LLC 0.00% Reduce -45.2% 182 $26K
Front Row Advisors LLC 0.01% No change 180 $26K
Advanced Asset Management Advisors Inc 0.01% No change 180 $26K
Rosenberg Matthew Hamilton 0.01% No change 162 $23K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 150 $23K
Prestige Wealth Management Group LLC 0.00% No change 159 $23K
Trust Co. of Vermont 0.00% New 155 $22K
Dunhill Financial, LLC 0.01% Add +44.3% 153 $22K
Vermillion & White Wealth Management Group, LLC 0.01% New 150 $22K
CVA Family Office, LLC 0.00% No change 150 $22K
Cardiff Park Advisors, LLC 0.00% Reduce -15.4% 137 $20K
Promus Capital, LLC 0.01% No change 136 $20K
Providence Capital Advisors, LLC 0.00% No change 135 $19K
Winthrop Capital Management, LLC 0.00% Reduce -37.8% 135 $19K
SouthState Bank Corp 0.00% Reduce -57.8% 128 $18K
SYM FINANCIAL Corp 0.00% No change 127 $18K
Glass Jacobson Investment Advisors llc 0.01% No change 122 $18K
JDM Financial Group LLC 0.01% No change 121 $17K
Aberdeen Wealth Management LLC 0.01% No change 120 $17K
WPG Advisers, LLC 0.01% No change 117 $17K
West Branch Capital LLC 0.00% No change 114 $16K
CBIZ Investment Advisory Services, LLC 0.00% No change 113 $16K
Delta Asset Management LLC 0.00% No change 112 $16K
Deutsche Bank AG 0.00% Reduce -50.2% 110 $16K
Ascentis Wealth Management, LLC 0.00% No change 106 $15K
Pathway Financial Advisers, LLC 0.00% New 103 $15K
GPS Wealth Strategies Group, LLC 0.00% Reduce -17.7% 102 $15K
Financial Freedom, LLC 0.01% No change 101 $15K
Allspring Global Investments Holdings, LLC 0.00% New 100 $14K
Abich Financial Wealth Management LLC 0.00% — 95 $14K
Tucker Asset Management LLC 0.00% New 93 $13K
Independence Bank of Kentucky 0.00% Reduce -15.0% 85 $12K
Strengthening Families & Communities, LLC 0.00% New 82 $12K
Morton Brown Family Wealth, LLC 0.00% No change 79 $11K
Sittner & Nelson, LLC 0.00% No change 77 $11K
Cape Investment Advisory, Inc. 0.01% Reduce -1.3% 76 $11K
Richards, Merrill & Peterson, Inc. 0.00% No change 75 $11K
Centennial Bank 0.00% No change 75 $11K
Sage Mountain Advisors LLC 0.00% No change 75 $11K
Hollencrest Capital Management 0.00% No change 75 $11K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 72 $10K
Coston, McIsaac & Partners 0.00% No change 74 $10K
Creative Capital Management Investments LLC 0.00% No change 68 $10K
Sachetta, LLC 0.00% No change 65 $9K
Breakwater Investment Management 0.00% No change 63 $9K
Duncker Streett & Co. Inc. 0.00% No change 63 $9K
Rialto Wealth Management, LLC 0.00% No change 60 $9K
Gables Capital Management Inc. 0.00% No change 60 $9K
Physician Wealth Advisors, Inc. 0.00% Reduce -19.7% 57 $8K
Resources Management Corp. /CT/ 0.00% Reduce -77.8% 57 $8K
FWL Investment Management, LLC 0.00% Reduce -7.1% 52 $8K
Townsend Asset Management Corp. /NC/ 0.00% No change 52 $7K
Evermay Wealth Management LLC 0.00% No change 50 $7K
Trust Co 0.00% No change 50 $7K
Assetmark, Inc. 0.00% Add +13.9% 49 $7K
Hantz Financial Services, Inc. 0.00% New 50 $7K
Eastern Bank 0.00% No change 48 $7K
Anfield Capital Management, LLC 0.00% No change 47 $7K
MTM Investment Management, LLC 0.00% No change 46 $7K
Gen-Wealth Partners Inc 0.00% New 45 $7K
JFS Wealth Advisors, LLC 0.00% No change 45 $6K
WealthShield Partners, LLC 0.00% No change 43 $6K
Motco 0.00% No change 42 $6K
Beutel, Goodman & Co Ltd. 0.00% No change 45 $6K
Ameriflex Group, Inc. 0.00% Add +100.0% 40 $6K
Nova Wealth Management, Inc. 0.00% No change 40 $6K
Powell Investment Advisors, LLC 0.00% No change 40 $6K
Concord Wealth Partners 0.00% No change 39 $6K
American National Bank & Trust 0.00% No change 39 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 35 $5K
Tradewinds Capital Management, LLC 0.00% New 35 $5K
Game Plan Financial Advisors, LLC 0.00% Reduce -37.0% 34 $5K
IMG Wealth Management, Inc. 0.00% No change 33 $5K
Hopwood Financial Services, Inc. 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
Abound Wealth Management 0.00% New 27 $4K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -3.9% 25 $4K
Lowe Wealth Advisors, LLC 0.00% No change 25 $4K
GoalVest Advisory LLC 0.00% No change 25 $4K
Angeles Wealth Management, LLC 0.00% No change 24 $3K
Root Financial Partners, LLC 0.00% New 23 $3K
Capital Investment Advisory Services, LLC 0.00% No change 22 $3K
Nemes Rush Group LLC 0.00% Add +800.0% 18 $3K
Legacy Wealth Managment, LLC 0.00% New 17 $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
Evolution Wealth Management Inc. 0.00% New 14 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 20 $2K
Daiwa Securities Group Inc. 0.00% Reduce -98.7% 12 $2K
Aviso Financial Inc. 0.00% No change 12 $2K
WFA of San Diego, LLC 0.00% Reduce -35.3% 11 $2K
Logan Capital Management Inc. 0.00% No change 10 $1K
Main Street Group, LTD 0.00% No change 10 $1K
Smallwood Wealth Investment Management, LLC 0.00% Reduce -37.5% 10 $1K
Covestor Ltd 0.00% No change 4 $1K
Capital Analysts, LLC 0.00% No change 9 $1K
Founders Capital Management 0.00% No change 6 $881
Central Pacific Bank - Trust Division 0.00% No change 5 $722
Luminist Capital LLC 0.00% No change 4 $594
Western Pacific Wealth Management, LP 0.00% No change 3 $436
Rakuten Securities, Inc. 0.00% Reduce -85.7% 3 $433
Guerra Advisors Inc 0.00% New 3 $433
Bernard Wealth Management Corp. 0.00% New 1 $145
Manchester Capital Management LLC 0.00% No change 1 $145

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