iShares Biotechnology ETFIBBETF
13F holders, Q4 2025 (December 31)959holders +155
170new positions
44sold out
7famous investors
$168.75avg. 13F price*
At the end of Q4 2025, 959 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, up 155 from Q3 2025. 170 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.1B), Citigroup Inc. ($884.8M) and Morgan Stanley ($540.8M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Biotechnology ETF
- CUSIP
- 464287556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 170 | $426.1M |
| Exits | 44 | $66.5M |
All 13F filers, Q3 2025 → Q4 2025: 12,789,794 shares bought and 3,835,771 shares sold, net +8,954,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 959 holders
| Bank of America Corp. | 0.08% | Add +11.2% | 6,552,158 | $1.1B |
| Citigroup Inc. | 0.61% | Add +40.9% | 5,242,688 | $884.8M |
| Morgan Stanley | 0.03% | Add +2.5% | 3,204,126 | $540.8M |
| BNP Paribas Financial Markets | 0.23% | Add +11.4% | 2,133,461 | $360.1M |
| Two Sigma Investments, LP | 0.39% | Add +2144.8% | 1,475,007 | $248.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +2327.5% | 1,223,050 | $206.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -52.7% | 1,204,046 | $203.2M |
| Raymond James Financial Inc. | 0.05% | Add +286.3% | 994,311 | $167.8M |
| LPL Financial LLC | 0.05% | Add +145.9% | 992,799 | $167.6M |
| UBS Group AG | 0.03% | Reduce -16.3% | 913,035 | $154.1M |
| Commerce Bank | 0.77% | Add +40.7% | 825,694 | $139.4M |
| Wells Fargo & Company | 0.03% | Add +31.5% | 756,426 | $127.7M |
| Royal Bank of Canada | 0.02% | Add +29.2% | 729,694 | $123.2M |
| Barclays PLC | 0.05% | Add +61.5% | 671,941 | $113.4M |
| Truist Financial Corp. | 0.14% | Add +2239.7% | 642,023 | $108.4M |
| WestEnd Advisors, LLC | 2.48% | New | 629,667 | $106.3M |
| Janney Montgomery Scott LLC | 0.24% | Add +1871.5% | 619,550 | $104.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.17% | Reduce -20.5% | 596,000 | $100.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.2% | 348,057 | $58.7M |
| PNC Financial Services Group, Inc. | 0.03% | Add +6.0% | 324,982 | $54.8M |
| Susquehanna International Group, LLP | 0.07% | Add +256.7% | 304,146 | $51.3M |
| Jefferies Financial Group Inc. | 0.43% | Reduce -33.4% | 300,458 | $50.7M |
| Victory Capital Management Inc. | 0.02% | New | 223,310 | $37.7M |
| Thrivent Financial for Lutherans | 0.07% | Add +99.4% | 223,032 | $37.6M |
| Aptus Capital Advisors, LLC | 0.29% | Add +9664.1% | 204,362 | $34.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | New | 195,308 | $33.0M |
| Calamos Advisors LLC | 0.17% | Add +21.0% | 168,310 | $28.4M |
| Stifel Financial Corp. | 0.02% | Add +51.0% | 155,420 | $26.2M |
| McElhenny Sheffield Capital Management, LLC | 6.18% | New | 150,503 | $25.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +16.6% | 147,707 | $24.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.7% | 147,647 | $24.9M |
| Capital Fund Management S.A. | 0.21% | New | 133,901 | $22.6M |
| Focus Partners Wealth | 0.02% | Add +5.8% | 123,572 | $20.9M |
| Albion Financial Group | 1.26% | Reduce -2.9% | 119,737 | $20.2M |
| Cetera Investment Advisers | 0.02% | Add +93.8% | 117,536 | $19.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.38% | No change | 116,115 | $19.6M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 115,576 | $19.5M |
| Jane Street Group, LLC | 0.02% | Reduce -60.0% | 114,751 | $19.4M |
| MML Investors Services, LLC | 0.05% | Add +72.7% | 114,683 | $19.4M |
| Citadel Advisors | 0.01% | Add +134.4% | 111,994 | $18.9M |
| Erste Asset Management GmbH | 0.15% | Add +58.7% | 102,330 | $17.3M |
| Millennium Management | 0.01% | Add +48.9% | 99,148 | $16.7M |
| Investment House LLC | 0.79% | Reduce -0.9% | 97,917 | $16.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +1.3% | 97,073 | $16.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.3% | 92,901 | $15.7M |
| Cornerstone Advisors, LLC | 0.50% | New | 89,020 | $15.0M |
| Potomac Fund Management Inc. | 0.51% | New | 81,760 | $13.8M |
| MAI Capital Management | 0.08% | Add +5.3% | 80,461 | $13.6M |
| Assetmark, Inc. | 0.03% | Add +150979.6% | 74,029 | $12.5M |
| Caption Management, LLC | 0.57% | Reduce -5.7% | 74,000 | $12.5M |
| Appleton Partners Inc. | 0.82% | Reduce -0.0% | 73,900 | $12.5M |
| Bronte Capital Management Pty Ltd. | 1.28% | Reduce -74.3% | 72,350 | $12.2M |
| Gladstone Institutional Advisory LLC | 0.45% | Add +1668.6% | 71,028 | $12.0M |
| Factory Mutual Insurance Co. | 0.12% | No change | 71,000 | $12.0M |
| HighTower Advisors, LLC | 0.01% | Add +35.5% | 70,519 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +19.2% | 68,715 | $11.6M |
| DAFNA Capital Management LLC | 2.70% | Reduce -33.6% | 68,095 | $11.5M |
| Creative Planning | 0.01% | Add +0.4% | 67,618 | $11.4M |
| Cumberland Advisors Inc. | 4.11% | Reduce -1.8% | 64,233 | $10.8M |
| Hamilton Wealth, LLC | 2.04% | Add +89.5% | 63,638 | $10.7M |
| Corient Private Wealth LP | 0.01% | Add +113.6% | 62,227 | $10.5M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 1.07% | Reduce -0.9% | 61,745 | $10.4M |
| Apella Capital, LLC | 0.19% | New | 57,594 | $9.7M |
| Tradition Wealth Management, LLC | 0.70% | Add +0.3% | 57,584 | $9.7M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 57,545 | $9.7M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -2.2% | 55,909 | $9.4M |
| Horizon Wealth Management, LLC | 1.43% | New | 54,657 | $9.2M |
| Humankind Investments LLC | 4.13% | Add +1111.1% | 54,500 | $9.2M |
| NTV Asset Management LLC | 0.97% | Add +1.5% | 54,233 | $9.2M |
| Accurate Wealth Management, LLC | 1.16% | Add +0.3% | 53,016 | $9.1M |
| Brown Advisory Inc. | 0.01% | Reduce -5.0% | 54,012 | $9.1M |
| Virtue Capital Management, LLC | 1.39% | New | 53,414 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +25.6% | 51,744 | $8.7M |
| Cerity Partners LLC | 0.01% | Add +3.6% | 47,882 | $8.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +46806.0% | 46,906 | $7.9M |
| Pictet Asset Management Holding SA | 0.01% | New | 44,450 | $7.6M |
| Ocean Park Asset Management, LLC | 0.35% | New | 43,823 | $7.4M |
| Forbes J M & Co. LLP | 0.60% | Add +1.1% | 43,700 | $7.4M |
| Norden Group LLC | 0.70% | New | 42,459 | $7.2M |
| DAVENPORT & Co LLC | 0.04% | Add +185.9% | 42,428 | $7.2M |
| SP Asset Management LLC | 0.56% | Reduce -0.5% | 42,335 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.8% | 42,306 | $7.1M |
| SG Americas Securities, LLC | 0.01% | Add +47.9% | 42,244 | $7.1M |
| Marvin & Palmer Associates Inc. | 5.03% | New | 42,219 | $7.1M |
| Neville Rodie & Shaw Inc. | 0.50% | Reduce -0.4% | 42,159 | $7.1M |
| Summit Financial, LLC | 0.10% | Add +124.0% | 40,662 | $6.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +58.1% | 39,769 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.7% | 38,724 | $6.6M |
| D. E. Shaw & Co. | 0.01% | New | 39,244 | $6.6M |
| Mariner, LLC | 0.01% | Add +20.9% | 38,900 | $6.6M |
| MMBG Investment Advisors Co. | 0.54% | Reduce -2.8% | 38,107 | $6.4M |
| Miller Investment Management, LP | 0.62% | Reduce -51.2% | 37,446 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +7.2% | 36,382 | $6.1M |
| Ssi Investment Management LLC | 2.28% | New | 36,104 | $6.1M |
| Bank of Montreal | 0.00% | Add +5.3% | 35,961 | $6.1M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +12.8% | 35,767 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +809.7% | 35,689 | $6.0M |
| Williams Jones Wealth Management, LLC. | 0.07% | Reduce -1.3% | 35,517 | $6.0M |
| Bearing Point Capital, LLC | 0.94% | Add +5.6% | 35,454 | $6.0M |
| Michelson Medical Research Foundation, Inc. | 5.94% | No change | 35,095 | $5.9M |
| Toth Financial Advisory Corp. | 0.64% | Add +29.4% | 34,845 | $5.9M |
| First Interstate Bank | 0.31% | Reduce -2.2% | 34,617 | $5.8M |
| Simplex Trading, LLC | 0.16% | New | 33,879 | $5.7M |
| Colonial Trust Advisors | 0.42% | Reduce -2.3% | 33,386 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +82.8% | 33,117 | $5.6M |
| Howard Capital Management Group, LLC | 0.35% | Reduce -2.9% | 32,552 | $5.5M |
| Walleye Trading LLC | 0.08% | Add +2814.4% | 31,184 | $5.3M |
| Florin Court Capital LLP | 7.07% | Reduce -60.9% | 30,100 | $5.1M |
| Blume Capital Management, Inc. | 0.92% | Reduce -42.0% | 29,638 | $5.0M |
| Strategic Advisory Partners, LLC | 4.09% | — | 29,235 | $4.9M |
| Harbour Investment Management LLC | 2.58% | Reduce -21.8% | 28,787 | $4.9M |
| Addison Capital Co | 1.20% | Add +434.0% | 28,476 | $4.8M |
| Crescent Grove Advisors, LLC | 0.46% | Reduce -7.0% | 28,398 | $4.8M |
| Evergreen Capital Management LLC | 0.11% | Add +10.3% | 28,275 | $4.8M |
| Lido Advisors, LLC | 0.02% | Add +0.4% | 32,638 | $4.7M |
| Concord Investment Counsel Inc. | 1.51% | Reduce -3.5% | 27,520 | $4.6M |
| GTS Securities LLC | 0.15% | Reduce -31.4% | 26,871 | $4.5M |
| Chesley Taft & Associates LLC | 0.18% | Add +3.9% | 26,407 | $4.5M |
| Renaissance Technologies | 0.01% | Reduce -3.9% | 26,400 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -14.1% | 26,400 | $4.5M |
| Associated Banc-Corp | 0.11% | Reduce -28.4% | 25,683 | $4.3M |
| SOL Capital Management CO | 0.38% | Reduce -13.8% | 25,286 | $4.3M |
| Snider Financial Group | 1.12% | Add +4.2% | 25,000 | $4.2M |
| NBT Bank, N.A. | 0.27% | Reduce -1.3% | 24,637 | $4.2M |
| Audent Global Asset Management, LLC | 2.63% | Add +10.0% | 24,617 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +9.7% | 23,913 | $4.0M |
| Q3 Asset Management | 0.92% | New | 23,686 | $4.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1480.8% | 23,680 | $4.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 23,563 | $4.0M |
| Kera Capital Partners, Inc. | 0.49% | New | 23,052 | $4.0M |
| Southern Capital Advisors, LLC | 1.82% | Add +3.9% | 23,353 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +50.4% | 23,292 | $3.9M |
| Analyst IMS Investment Management Services Ltd. | 0.11% | No change | 23,207 | $3.9M |
| Waverly Advisors, LLC | 0.03% | Add +38.2% | 23,186 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -12.5% | 22,980 | $3.9M |
| Glenmede Trust Co. NA | 0.02% | — | 22,860 | $3.9M |
| COFG Advisors, LLC | 0.94% | — | 22,616 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.9% | 22,266 | $3.8M |
| HRT Financial LP | 0.01% | New | 22,228 | $3.8M |
| Marion Wealth Management | 0.82% | Reduce -0.6% | 21,053 | $3.7M |
| FRG Family Wealth Advisors LLC | 0.56% | Reduce -13.5% | 21,459 | $3.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.2% | 21,114 | $3.6M |
| Midwest Professional Planners, LTD. | 0.83% | New | 20,874 | $3.5M |
| Martin & Co. Inc. | 0.60% | Add +2.7% | 20,749 | $3.5M |
| IFP Advisors, Inc | 0.08% | Add +7.5% | 20,486 | $3.5M |
| Fischer Financial Services, Inc. | 0.91% | Reduce -0.7% | 20,321 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 20,319 | $3.4M |
| Perkins Coie Trust Co | 0.62% | Reduce -3.6% | 19,675 | $3.3M |
| &partners | 0.02% | Add +22.0% | 19,211 | $3.2M |
| Keybank National Association | 0.01% | Reduce -0.2% | 18,849 | $3.2M |
| Columbus Macro, LLC | 0.35% | New | 18,825 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +155.6% | 18,743 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +185.5% | 18,728 | $3.2M |
| Pinnacle Associates Ltd. | 0.04% | Add +35.7% | 18,581 | $3.1M |
| Coastal Bridge Advisors, LLC | 0.23% | Add +345.6% | 18,559 | $3.1M |
| Littlejohn Financial Services, Inc. | 2.28% | Reduce -2.3% | 18,327 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +236.7% | 18,221 | $3.1M |
| Leuthold Group, LLC | 0.33% | Add +41.0% | 18,188 | $3.1M |
| Westside Investment Management, Inc. | 0.49% | Add +0.5% | 17,970 | $3.0M |
| Anderson Hoagland & Co. | 0.26% | New | 17,638 | $3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -2.1% | 17,386 | $2.9M |
| TD Private Client Wealth LLC | 0.06% | Add +164.7% | 17,225 | $2.9M |
| Destiny Wealth Partners, LLC | 0.33% | Reduce -0.8% | 16,294 | $2.9M |
| Kessler Investment Group, LLC | 1.20% | New | 16,868 | $2.8M |
| Greenline Partners, LLC | 0.33% | No change | 16,847 | $2.8M |
| ArchPoint Investors | 0.67% | No change | 16,750 | $2.8M |
| Bank Pictet & Cie (Europe) AG | 0.05% | No change | 16,280 | $2.7M |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -2.6% | 16,273 | $2.7M |
| Avalon Trust Co | 0.18% | Reduce -86.4% | 16,225 | $2.7M |
| FMR LLC | 0.00% | Add +21.9% | 16,011 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +919.5% | 15,873 | $2.7M |
| Moody LYNN Lieberson & Walker, LLC | 0.14% | Add +192.9% | 15,831 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +13.6% | 15,806 | $2.7M |
| Global Retirement Partners, LLC | 0.05% | Add +1.9% | 15,682 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +217.0% | 15,457 | $2.6M |
| Choate Investment Advisors | 0.05% | No change | 15,352 | $2.6M |
| XTX Topco Ltd | 0.07% | Add +106.3% | 15,292 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +7.1% | 15,238 | $2.6M |
| Bar Harbor Wealth Management | 0.15% | Add +1.8% | 15,161 | $2.6M |
| Walleye Capital LLC | 0.02% | New | 15,097 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Add +145.9% | 14,953 | $2.5M |
| Central Pacific Bank - Trust Division | 0.32% | Add +296500.0% | 14,830 | $2.5M |
| Arcadia Wealth Management, Inc. | 1.43% | Reduce -1.2% | 14,739 | $2.5M |
| Comerica Bank | 0.01% | Add +13.8% | 14,730 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -4.8% | 14,457 | $2.4M |
| WealthCare Investment Partners, LLC | 0.71% | Add +3.1% | 14,356 | $2.4M |
| Crestwood Advisors Group, LLC | 0.04% | Add +1.1% | 14,211 | $2.4M |
| 1ST Source Bank | 0.13% | Add +2.3% | 14,195 | $2.4M |
| Franklin Resources Inc. | 0.00% | No change | 14,167 | $2.4M |
| FAS Wealth Partners, Inc. | 0.15% | Reduce -1.2% | 14,114 | $2.4M |
| Empirical Asset Management, LLC | 0.67% | Add +12.7% | 14,032 | $2.4M |
| Martin Capital Advisors, LLP | 1.39% | Reduce -0.3% | 14,019 | $2.4M |
| KCM Investment Advisors LLC | 0.08% | Reduce -4.1% | 13,947 | $2.4M |
| Viewpoint Capital Management LLC | 1.01% | Add +8.7% | 13,836 | $2.3M |
| True Vision MN LLC | 1.18% | New | 13,791 | $2.3M |
| CENTRAL TRUST Co | 0.05% | No change | 13,742 | $2.3M |
| Parallax Volatility Advisers, L.P. | 0.08% | New | 13,526 | $2.3M |
| Valicenti Advisory Services Inc. | 0.48% | Reduce -2.9% | 13,520 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Add +29.5% | 13,367 | $2.3M |
| Belpointe Asset Management LLC | 0.08% | Add +4.2% | 13,326 | $2.2M |
| Fifth Third Bancorp | 0.01% | Add +0.3% | 13,255 | $2.2M |
| Intellectus Partners, LLC | 0.43% | Add +0.0% | 13,148 | $2.2M |
| New England Private Wealth Advisors LLC | 0.27% | Add +0.1% | 13,072 | $2.2M |
| Composition Wealth, LLC | 0.03% | Add +4.2% | 13,017 | $2.2M |
| Main Street Financial Solutions, LLC | 0.16% | Add +48.8% | 12,932 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -32.1% | 12,924 | $2.2M |
| Wealthfront Advisers LLC | 0.00% | Add +15.0% | 12,895 | $2.2M |
| Texas Yale Capital Corp. | 0.07% | No change | 12,840 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 12,787 | $2.2M |
| Eagle Strategies LLC | 0.26% | Reduce -0.3% | 12,286 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +28.5% | 12,230 | $2.1M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.29% | Reduce -8.9% | 12,202 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +91.0% | 12,035 | $2.0M |
| Deeter Investments LLP | 0.44% | — | 12,000 | $2.0M |
| BTG Pactual Asset Management US LLC | 0.23% | Reduce -3.5% | 15,976 | $2.0M |
| Burns J W & Co. Inc. | 0.22% | Reduce -0.1% | 11,964 | $2.0M |
| World Investment Advisors | 0.03% | Add +50.4% | 11,853 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +97.3% | 11,844 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +725.7% | 11,725 | $2.0M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 11,676 | $2.0M |
| Wesbanco Bank Inc. | 0.05% | No change | 11,647 | $2.0M |
| Traynor Capital Management, Inc. | 0.11% | Add +3.1% | 11,633 | $2.0M |
| Bellwether Advisors, LLC | 0.31% | Reduce -2.1% | 11,622 | $2.0M |
| Capital Insight Partners, LLC | 0.41% | Reduce -19.1% | 11,411 | $1.9M |
| IFG Advisory, LLC | 0.08% | Add +174.7% | 11,374 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +363.9% | 11,334 | $1.9M |
| Clark Capital Management Group, Inc. | 0.01% | New | 11,321 | $1.9M |
| BNC Wealth Management, LLC | 0.48% | New | 11,182 | $1.9M |
| Arkadios Wealth Advisors | 0.04% | Add +47.9% | 10,923 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 10,903 | $1.8M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +9.6% | 10,865 | $1.8M |
| Arrowroot Family Office, LLC | 0.67% | Reduce -10.3% | 10,834 | $1.8M |
| Lyell Wealth Management, LP | 0.13% | Add +67.9% | 10,830 | $1.8M |
| Militia Capital Partners, LP | 0.69% | Reduce -34.5% | 10,800 | $1.8M |
| Novak & Powell Financial Services, Inc. | 0.95% | Reduce -0.9% | 10,783 | $1.8M |
| Scotia Capital Inc. | 0.01% | Add +7.6% | 10,375 | $1.8M |
| Security National Bank of So Dak | 0.85% | Add +0.0% | 10,228 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -3.8% | 10,213 | $1.7M |
| Garrison Point Advisors, LLC | 0.76% | Reduce -1.8% | 10,203 | $1.7M |
| Finer Wealth Management, Inc. | 0.82% | Add +7.4% | 10,072 | $1.7M |
| Canton Hathaway, LLC | 0.32% | No change | 9,961 | $1.7M |
| Cannell & Spears LLC | 0.03% | No change | 9,930 | $1.7M |
| Blue Fin Capital, Inc. | 0.26% | No change | 9,894 | $1.7M |
| Telos Capital Management, Inc. | 0.15% | Reduce -9.0% | 9,829 | $1.7M |
| Wexford Capital LP | 0.42% | New | 9,765 | $1.6M |
| Security National Bank of Sioux City Iowa | 1.05% | Reduce -0.5% | 9,707 | $1.6M |
| RS Crum Inc. | 0.32% | No change | 9,451 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +5.4% | 9,370 | $1.6M |
| Kanawha Capital Management LLC | 0.11% | Add +5.9% | 9,364 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.3% | 9,336 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +47.7% | 9,317 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.22% | Reduce -9.9% | 9,271 | $1.6M |
| FIL Ltd | 0.00% | Reduce -19.9% | 9,247 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 9,175 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 9,076 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +68.3% | 9,074 | $1.5M |
| Moors & Cabot, Inc. | 0.07% | Add +0.2% | 9,041 | $1.5M |
| Colonial Trust Co / SC | 0.20% | Reduce -8.7% | 9,002 | $1.5M |
| Tudor Investment Corporation | 0.01% | Add +39.0% | 8,963 | $1.5M |
| Acropolis Investment Management, LLC | 0.07% | Reduce -0.3% | 8,902 | $1.5M |
| VERITY Wealth Advisors | 0.93% | No change | 8,898 | $1.5M |
| Stegent Equity Advisors, Inc. | 1.16% | New | 8,845 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.3% | 8,782 | $1.5M |
| Raelipskie Partnership | 0.62% | Reduce -10.4% | 8,760 | $1.5M |
| Biltmore Family Office, LLC | 0.20% | Reduce -1.4% | 8,704 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.8% | 8,600 | $1.5M |
| City State Bank | 0.40% | Add +11.6% | 8,582 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.0% | 8,456 | $1.4M |
| WorthPointe, LLC | 0.37% | New | 8,440 | $1.4M |
| Busey Bank | 0.04% | No change | 8,336 | $1.4M |
| Northstar Advisory Group, LLC | 0.50% | New | 8,328 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -4.5% | 8,307 | $1.4M |
| BigSur Wealth Management LLC | 0.34% | No change | 8,250 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 7,881 | $1.4M |
| AQR Capital Management | 0.00% | Add +55.3% | 8,015 | $1.4M |
| Caxton Associates LLP | 0.03% | New | 8,010 | $1.4M |
| Old Mission Capital LLC | 0.05% | New | 7,682 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Add +7.6% | 7,537 | $1.3M |
| Signature Wealth Management Partners, LLC | 0.63% | No change | 7,520 | $1.3M |
| Tudor Financial Inc. | 0.64% | Add +155.6% | 7,387 | $1.2M |
| Adell Harriman & Carpenter Inc. | 0.07% | Reduce -0.5% | 7,340 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +32.2% | 7,339 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.28% | Reduce -0.4% | 7,302 | $1.2M |
| Stephens Inc. | 0.02% | Add +37.4% | 7,300 | $1.2M |
| Aster Capital Management (DIFC) Ltd | 0.53% | Reduce -45.4% | 7,210 | $1.2M |
| Milestone Investment Advisors LLC | 0.29% | Add +0.1% | 7,187 | $1.2M |
| Endowment Wealth Management, Inc. | 0.55% | Add +20.6% | 7,073 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Reduce -1.4% | 7,071 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | Reduce -76.7% | 7,007 | $1.2M |
| Quantbot Technologies LP | 0.04% | Add +12.8% | 7,000 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 6,903 | $1.2M |
| Ieq Capital, LLC | 0.00% | Reduce -8.7% | 6,821 | $1.2M |
| JGP Global Gestao de Recursos Ltda. | 0.68% | New | 6,807 | $1.1M |
| Knightsbridge Asset Management, LLC | 0.18% | No change | 6,750 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -2.3% | 6,680 | $1.1M |
| Magnus Financial Group LLC | 0.09% | Add +10.2% | 6,668 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.44% | Add +5.7% | 6,653 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.9% | 6,615 | $1.1M |
| Washington Growth Strategies LLC | 0.72% | Add +0.9% | 6,581 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.6% | 6,561 | $1.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -3.1% | 6,557 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.7% | 6,548 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 6,509 | $1.1M |
| Webster Bank, N. A. | 0.10% | Add +1.0% | 6,476 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -6.9% | 6,365 | $1.1M |
| Proffitt & Goodson Inc. | 0.15% | Reduce -9.3% | 6,357 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +0.1% | 6,312 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +28.4% | 6,265 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 6,236 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +151.0% | 6,215 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Reduce -3.8% | 6,189 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -3.3% | 6,174 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +155.6% | 6,157 | $1.0M |
| Kornitzer Capital Management Inc. | 0.02% | No change | 6,125 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +0.4% | 6,090 | $1.0M |
| HBW Advisory Services LLC | 0.11% | New | 6,084 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.8% | 6,054 | $1.0M |
| Raleigh Capital Management Inc. | 0.37% | New | 6,043 | $1.0M |
| Markin Volterra Fund LP | 8.06% | — | 6,035 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.27% | New | 5,915 | $998K |
| Snowden Capital Advisors LLC | 0.03% | Add +1.2% | 5,910 | $998K |
| Ascent Group, LLC | 0.03% | Add +27.2% | 5,909 | $997K |
| Harrell Investment Partners, LLC | 0.23% | New | 5,895 | $995K |
| Summit Trail Advisors, LLC | 0.02% | No change | 5,760 | $972K |
| Means Investment Co., Inc. | 0.08% | Reduce -5.3% | 5,754 | $971K |
| D.A. Davidson & Co. | 0.01% | Reduce -58.0% | 5,749 | $970K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -9.0% | 5,712 | $964K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +151.7% | 5,669 | $957K |
| Merit Financial Group, LLC | 0.01% | Reduce -18.4% | 5,643 | $952K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 5,628 | $950K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -6.5% | 5,597 | $945K |
| Bailard, Inc. | 0.02% | No change | 5,563 | $939K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.13% | Add +90.0% | 5,540 | $935K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +0.5% | 5,536 | $934K |
| Hilltop Holdings Inc. | 0.06% | New | 5,515 | $931K |
| Harmony Asset Management LLC | 0.31% | New | 5,502 | $929K |
| Knott David M Jr | 0.43% | Add +22.2% | 5,500 | $928K |
| KKM Financial LLC | 0.16% | New | 5,456 | $921K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.6% | 5,420 | $915K |
| Sharper & Granite LLC | 0.32% | Reduce -6.3% | 5,409 | $913K |
| Cibc World Market Inc. | 0.00% | Add +34.9% | 5,378 | $908K |
| Cladis Investment Advisory, LLC | 0.50% | Reduce -0.9% | 5,375 | $907K |
| Dearborn Partners LLC | 0.05% | Add +5.5% | 5,361 | $905K |
| Calton & Associates, Inc. | 0.13% | Reduce -3.1% | 5,335 | $900K |
| Clarity Wealth Advisors, LLC | 0.18% | Reduce -11.2% | 5,211 | $880K |
| Regions Financial Corp. | 0.01% | Add +3.6% | 5,107 | $862K |
| American State Bank (Iowa) | 0.41% | No change | 5,082 | $858K |
| Evolution Wealth Advisors, LLC | 0.09% | Reduce -4.7% | 5,067 | $855K |
| VestGen Advisors, LLC | 0.04% | Add +56.5% | 5,065 | $855K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +107.0% | 5,010 | $846K |
| Marco Investment Management LLC | 0.06% | Add +0.6% | 4,916 | $830K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -29.3% | 4,901 | $827K |
| Whittier Trust Co. | 0.01% | Reduce -1.1% | 4,788 | $820K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,846 | $818K |
| Fidelis Capital Partners, LLC | 0.06% | Add +0.6% | 4,845 | $818K |
| Marshall Wace, LLP | 0.00% | New | 4,845 | $818K |
| Haverford Trust Co | 0.01% | Reduce -0.1% | 4,830 | $815K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.3% | 4,830 | $815K |
| Keystone Wealth Services, LLC | 0.17% | New | 4,823 | $814K |
| Harbour Capital Advisors, LLC | 0.16% | Reduce -13.2% | 4,778 | $807K |
| Principle Wealth Partners LLC | 0.05% | No change | 4,781 | $807K |
| AlphaCore Capital LLC | 0.02% | Add +470.5% | 4,718 | $796K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -3.7% | 4,705 | $794K |
| TCV Trust & Wealth Management, Inc. | 0.06% | No change | 4,702 | $794K |
| HB Wealth Management, LLC | 0.01% | Add +1.4% | 4,699 | $793K |
| Advantage Trust Co | 0.36% | No change | 4,677 | $789K |
| Smith, Moore & Co. | 0.06% | No change | 4,675 | $789K |
| Maxele Advisors, LLC | 0.64% | Reduce -0.4% | 4,652 | $785K |
| Evoke Wealth, LLC | 0.01% | Add +16.4% | 4,624 | $780K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -2.0% | 4,614 | $779K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -13.7% | 4,588 | $774K |
| Decision Investments, Inc. | 0.84% | — | 4,546 | $767K |
| Hoey Investments, Inc. | 0.10% | Add +1818.3% | 4,508 | $761K |
| Allworth Financial LP | 0.00% | Reduce -22.4% | 4,504 | $760K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -1.3% | 4,476 | $755K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.5% | 4,441 | $750K |
| Rothschild Investment LLC | 0.04% | No change | 4,400 | $743K |
| Realta Investment Advisors | 0.24% | Reduce -1.9% | 4,397 | $742K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -3.7% | 4,370 | $738K |
| PFG Investments, LLC | 0.03% | Reduce -0.2% | 4,329 | $731K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.2% | 4,304 | $726K |
| Heritage Oak Wealth Advisors LLC | 0.27% | New | 4,261 | $719K |
| Simplicity Wealth,LLC | 0.04% | New | 4,232 | $714K |
| BlackRock, Inc. | 0.00% | Add +19.2% | 4,217 | $712K |
| Navis Wealth Advisors, LLC | 0.30% | Add +0.1% | 4,206 | $710K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 4,200 | $709K |
| Headinvest, LLC | 0.14% | No change | 4,176 | $705K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 4,174 | $704K |
| Aft, Forsyth & Company, Inc. | 0.30% | Reduce -0.4% | 4,146 | $700K |
| My Personal CFO, LLC | 0.29% | New | 4,140 | $699K |
| Fort Sheridan Advisors LLC | 0.09% | No change | 4,133 | $698K |
| Massachusetts Wealth Management | 0.32% | Add +23.4% | 4,015 | $678K |
| Capital Management Associates | 0.99% | New | 4,000 | $675K |
| Wedbush Securities Inc. | 0.02% | Add +81.9% | 3,995 | $674K |
| Core Wealth Partners LLC | 0.30% | Add +0.0% | 3,988 | $673K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -0.8% | 3,983 | $672K |
| Ritholtz Wealth Management | 0.01% | New | 3,939 | $665K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 3,935 | $664K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +102.6% | 3,929 | $663K |
| Ameritas Advisory Services, LLC | 0.02% | Add +426.7% | 3,924 | $662K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +9.8% | 3,905 | $659K |
| Sepio Capital, LP | 0.04% | New | 3,885 | $656K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | No change | 3,877 | $654K |
| Chelsea Counsel Co. | 0.28% | Reduce -0.8% | 3,800 | $641K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 3,700 | $624K |
| Krilogy Financial LLC | 0.02% | Reduce -1.5% | 3,538 | $622K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 3,683 | $622K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.4% | 3,665 | $619K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Reduce -5.4% | 3,643 | $615K |
| Creekside Partners | 0.26% | Add +0.1% | 3,616 | $610K |
| Caprock Group, LLC | 0.01% | Add +1.7% | 3,614 | $610K |
| Middleton & Co. Inc. | 0.06% | No change | 3,600 | $608K |
| Magnolia Capital Advisors LLC | 0.13% | New | 3,588 | $606K |
| Capstone Wealth Management Group LLC | 0.37% | Add +5.1% | 3,579 | $604K |
| Bigelow Investment Advisors, LLC | 0.24% | Add +2.1% | 3,572 | $603K |
| Tyche Wealth Partners LLC | 0.10% | Add +8.3% | 3,571 | $603K |
| Midwest Trust Co | 0.01% | Add +6.9% | 3,551 | $599K |
| Triumph Capital Management | 0.13% | Reduce -8.5% | 3,550 | $599K |
| Coastwise Capital Group, LLC | 0.31% | Add +0.1% | 3,523 | $595K |
| Nikulski Financial, Inc. | 0.14% | New | 3,522 | $594K |
| Community Financial Services Group, LLC | 0.11% | No change | 3,514 | $593K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | No change | 3,510 | $592K |
| Chemistry Wealth Management LLC | 0.11% | No change | 3,486 | $588K |
| KFG Wealth Management, LLC | 0.08% | Add +18.1% | 3,480 | $587K |
| Tiaa Trust, National Association | 0.00% | Add +0.3% | 3,478 | $587K |
| Liberty Wealth Management LLC | 0.08% | Add +0.1% | 3,475 | $586K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.6% | 3,459 | $584K |
| Andrews Advisory Associates, LLC | 0.31% | — | 3,436 | $580K |
| Pacific Sun Financial Corp | 0.28% | Reduce -16.4% | 3,423 | $578K |
| Abbot Financial Management, Inc. | 0.24% | Reduce -0.7% | 3,419 | $577K |
| Dakota Wealth Management | 0.01% | Add +7.5% | 3,412 | $576K |
| Glassman Wealth Services | 0.08% | No change | 3,397 | $573K |
| Kelman-Lazarov, Inc. | 0.08% | Add +0.0% | 3,394 | $573K |
| Two Sigma Securities, LLC | 0.08% | New | 3,373 | $569K |
| Pines Wealth Management, LLC | 0.18% | Add +2.6% | 3,341 | $564K |
| Kesler, Norman & Wride, LLC | 0.10% | New | 3,335 | $563K |
| Burke & Herbert Bank & Trust Co. | 0.15% | Reduce -61.7% | 3,312 | $559K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,300 | $557K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -5.2% | 3,707 | $550K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 3,235 | $546K |
| Thayer Partners, LLC / MA | 0.26% | — | 3,203 | $541K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -1.4% | 3,196 | $540K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -2.4% | 3,221 | $539K |
| HSBC Holdings PLC | 0.00% | New | 3,158 | $534K |
| FineMark National Bank & Trust | 0.02% | Add +78.4% | 3,158 | $533K |
| Carbahal Olsen Financial Services Group, LLC | 0.41% | Reduce -0.2% | 3,126 | $528K |
| Citizens Financial Group Inc. | 0.01% | Reduce -8.2% | 3,110 | $525K |
| King Wealth Management Group | 0.06% | Reduce -0.5% | 3,101 | $523K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -1.9% | 3,094 | $522K |
| Rockingstone Advisors LLC | 0.24% | Reduce -7.3% | 3,085 | $521K |
| Flagship Private Wealth, LLC | 0.20% | Add +2.0% | 3,084 | $521K |
| Vontobel Holding Ltd. | 0.00% | Reduce -32.4% | 3,082 | $520K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 3,066 | $517K |
| Choreo, LLC | 0.01% | Add +2.2% | 3,043 | $514K |
| Lanark Financial, Inc. | 0.04% | Reduce -1.9% | 3,042 | $513K |
| Maltin Wealth Management, Inc. | 0.20% | Reduce -0.2% | 3,028 | $511K |
| Vise Technologies, Inc. | 0.01% | New | 3,015 | $509K |
| Oakworth Capital, Inc. | 0.03% | No change | 3,013 | $509K |
| Lighthouse Financial LLC | 0.33% | No change | 3,010 | $508K |
| Transatlantique Private Wealth LLC | 0.16% | Add +11.6% | 3,003 | $507K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +2.0% | 2,991 | $505K |
| SlateStone Wealth, LLC | 0.04% | Reduce -12.9% | 2,980 | $503K |
| Beverly Hills Private Wealth, LLC | 0.09% | No change | 2,971 | $501K |
| Cordoba Advisory Partners LLC | 0.12% | — | 2,953 | $498K |
| Harbor Investment Advisory, LLC | 0.04% | Add +83.4% | 2,942 | $497K |
| Werba Rubin Papier Wealth Management | 0.13% | Add +0.1% | 2,942 | $496K |
| Peregrine Asset Advisers, Inc. | 0.14% | No change | 2,916 | $492K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -2.2% | 2,904 | $490K |
| Southland Equity Partners LLC | 0.10% | New | 2,881 | $486K |
| Triangle Securities Wealth Management | 0.10% | Reduce -5.2% | 2,878 | $486K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +37.0% | 2,875 | $485K |
| Kovack Advisors, Inc. | 0.02% | Add +32.3% | 2,853 | $482K |
| Titleist Asset Management, LLC | 0.04% | New | 2,844 | $480K |
| Odyssey Capital Advisors, Inc. | 0.43% | — | 2,840 | $479K |
| Continuum Advisory, LLC | 0.05% | Add +11.0% | 2,822 | $476K |
| First International Bank of Israel Ltd. | 0.23% | New | 2,820 | $476K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.7% | 2,810 | $474K |
| Joseph P. Lucia & Associates, LLC | 0.17% | New | 2,807 | $474K |
| SeaBridge Investment Advisors LLC | 0.08% | Add +3.4% | 2,806 | $474K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,800 | $473K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.0% | 2,796 | $472K |
| Keebeck Wealth Management | 0.05% | Reduce -2.0% | 2,782 | $470K |
| StoneX Group Inc. | 0.02% | Add +49.6% | 2,772 | $469K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 2,769 | $467K |
| Integrated Advisors Network LLC | 0.02% | New | 2,763 | $466K |
| Fisher Asset Management | 0.00% | Add +25.6% | 2,763 | $466K |
| Spire Wealth Management | 0.02% | Add +44.7% | 2,750 | $464K |
| Creative Financial Designs Inc. | 0.03% | Add +30.2% | 2,740 | $462K |
| Perigon Wealth Management, LLC | 0.01% | Add +13.9% | 2,734 | $461K |
| Sculati Wealth Management, LLC | 0.16% | Reduce -4.7% | 2,730 | $461K |
| Larson Financial Group LLC | 0.02% | Add +2.3% | 2,717 | $458K |
| Marotta Asset Management | 0.08% | Reduce -13.8% | 2,713 | $458K |
| HCR Wealth Advisors | 0.05% | Add +0.1% | 2,712 | $458K |
| Simmons Bank | 0.03% | No change | 2,675 | $451K |
| Meridian Investment Counsel Inc. | 0.11% | Add +12.2% | 2,675 | $451K |
| Heritage Investment Group, Inc. | 0.07% | No change | 2,675 | $451K |
| Sowell Financial Services LLC | 0.02% | Add +3.9% | 2,671 | $451K |
| Grant Private Wealth Management Inc | 0.27% | No change | 2,662 | $449K |
| Marathon Capital Management | 0.10% | Reduce -5.9% | 2,650 | $447K |
| CoreCap Advisors, LLC | 0.02% | Add +120.8% | 2,647 | $447K |
| Valley National Advisers Inc. | 0.06% | Add +4.3% | 2,630 | $443K |
| Baxter Bros Inc. | 0.05% | Add +10.1% | 2,612 | $441K |
| Montag A & Associates Inc. | 0.02% | Reduce -6.3% | 2,611 | $441K |
| Chancellor Financial Group WB LP | 0.30% | No change | 2,598 | $439K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.1% | 2,598 | $438K |
| Investmark Advisory Group LLC | 0.19% | Add +0.1% | 2,594 | $438K |
| Point Nemo Capital, LLC | 0.43% | — | 2,594 | $438K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -11.8% | 2,593 | $438K |
| EFG International AG | 0.01% | — | 2,566 | $433K |
| TrinityBridge Ltd | 0.01% | Add +637.7% | 2,545 | $430K |
| Beckerman Institutional, LLC | 0.24% | Reduce -0.9% | 2,528 | $427K |
| Harbour Investments, Inc. | 0.01% | Add +18.2% | 2,518 | $425K |
| Courier Capital LLC | 0.02% | No change | 2,517 | $425K |
| Phillips Wealth Planners LLC | 0.34% | New | 2,416 | $423K |
| Certuity, LLC | 0.03% | Reduce -1.0% | 2,501 | $422K |
| RB Capital Management, LLC | 0.09% | Add +0.0% | 2,473 | $417K |
| Carret Asset Management, LLC | 0.04% | Add +0.2% | 2,449 | $413K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 2,335 | $413K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.0% | 2,403 | $406K |
| Principal Securities, Inc. | 0.01% | Add +113.6% | 2,394 | $404K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 2,384 | $402K |
| Warner Financial, Inc. | 0.14% | No change | 2,379 | $401K |
| Dale Q Rice Investment Management Ltd | 0.29% | Reduce -3.6% | 2,370 | $400K |
| Carter Financial Group, INC. | 0.24% | No change | 2,370 | $400K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.3% | 2,360 | $398K |
| Keystone Financial Group | 0.03% | Reduce -5.0% | 2,358 | $398K |
| National Bank of Canada | 0.00% | Add +10.5% | 2,344 | $396K |
| CX Institutional | 0.01% | Reduce -3.1% | 2,321 | $392K |
| Cassady Wealth & Retirement Planning, LLC | 0.26% | — | 2,317 | $391K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.8% | 2,308 | $390K |
| Jacobi Capital Management LLC | 0.02% | No change | 2,304 | $389K |
| SFE Investment Counsel | 0.06% | Add +1.6% | 2,283 | $385K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 2,282 | $385K |
| Gsa Capital Partners LLP | 0.03% | New | 2,271 | $383K |
| Interchange Capital Partners, LLC | 0.07% | New | 2,256 | $381K |
| Procyon Advisors, LLC | 0.02% | No change | 2,240 | $378K |
| Neumann Capital Management, LLC | 0.11% | No change | 2,238 | $378K |
| Everett Harris & Co. | 0.00% | Add +15.6% | 2,235 | $377K |
| Mission Wealth Management, LP | 0.01% | No change | 2,234 | $377K |
| Edgestream Partners, L.P. | 0.01% | New | 2,233 | $377K |
| Neuberger Berman Group LLC | 0.00% | Add +2.8% | 2,214 | $374K |
| PAX Financial Group, LLC | 0.06% | No change | 2,213 | $373K |
| Global Assets Advisory, LLC | 0.11% | Add +0.2% | 2,208 | $373K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -38.6% | 2,207 | $373K |
| MGB Wealth Management, LLC | 0.11% | No change | 2,200 | $371K |
| PFG Advisors | 0.02% | Reduce -60.5% | 2,193 | $370K |
| Hanson & Doremus Investment Management | 0.04% | No change | 2,190 | $370K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -36.0% | 2,185 | $369K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,179 | $368K |
| Dover Advisors, LLC | 0.14% | Reduce -1.3% | 2,173 | $367K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -2.4% | 2,150 | $363K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +1.7% | 2,148 | $362K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.1% | 2,143 | $362K |
| Bravias Capital Group, LLC | 0.22% | Add +0.1% | 2,142 | $362K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -17.0% | 2,134 | $360K |
| Salem Investment Counselors Inc. | 0.01% | Add +2.2% | 2,126 | $359K |
| Bay Rivers Group | 0.14% | Reduce -0.9% | 2,122 | $358K |
| Brick & Kyle, Associates | 0.13% | No change | 2,103 | $355K |
| BCS Wealth Management | 0.04% | New | 2,078 | $351K |
| Chapin Davis, Inc. | 0.08% | No change | 2,077 | $351K |
| Welch & Forbes LLC | 0.00% | No change | 2,057 | $347K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -10.6% | 2,050 | $346K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,047 | $346K |
| 10Elms LLP | 0.36% | No change | 2,025 | $342K |
| Signet Financial Management, LLC | 0.04% | Reduce -9.1% | 2,023 | $341K |
| Banque Cantonale Vaudoise | 0.01% | No change | 2,015 | $340K |
| First Merchants Corp. | 0.01% | Reduce -51.3% | 2,005 | $338K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 2,000 | $338K |
| Merrion Investment Management Co, LLC | 0.18% | New | 2,000 | $338K |
| Ping Capital Management, Inc. | 0.13% | Reduce -75.0% | 2,000 | $338K |
| Mechanics Bank Trust Department | 0.04% | Reduce -1.2% | 2,000 | $338K |
| Elk River Wealth Management LLC | 0.05% | No change | 1,990 | $336K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,978 | $334K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,932 | $331K |
| Parcion Private Wealth LLC | 0.02% | No change | 1,940 | $327K |
| Compound Planning, Inc. | 0.01% | New | 1,936 | $327K |
| International Assets Investment Management, LLC | 0.02% | Reduce -34.7% | 1,933 | $326K |
| Bank of New Hampshire | 0.07% | Reduce -6.1% | 1,932 | $326K |
| Rollins Financial Advisors, LLC | 0.05% | New | 1,923 | $325K |
| Wellington Shields Capital Management, LLC | 0.05% | New | 1,920 | $324K |
| MTM Financial Group, LLC | 0.15% | Add +0.1% | 1,979 | $324K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,911 | $323K |
| United Bank | 0.04% | No change | 1,908 | $322K |
| Regent Peak Wealth Advisors LLC | 0.06% | No change | 1,887 | $318K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | No change | 1,875 | $316K |
| SummitTX Capital, L.P. | 0.01% | New | 1,875 | $316K |
| M&T Bank Corp | 0.00% | No change | 1,870 | $316K |
| NCM Capital Management, LLC | 0.12% | No change | 1,865 | $315K |
| First Horizon Corp. | 0.01% | Reduce -0.3% | 1,860 | $314K |
| Ancora Advisors LLC | 0.01% | Reduce -7.4% | 1,840 | $311K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 1,835 | $310K |
| Anchor Investment Management, LLC | 0.02% | Reduce -22.6% | 1,817 | $307K |
| Objective Capital Management, LLC | 0.31% | No change | 1,815 | $306K |
| Byrne Asset Management LLC | 0.17% | Add +236.4% | 1,813 | $306K |
| Mascagni Wealth Management, Inc. | 0.23% | Add +20.1% | 1,805 | $305K |
| West Tower Group, LLC | 0.70% | New | 1,800 | $304K |
| ESL Trust Services, LLC | 0.06% | No change | 1,800 | $304K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.7% | 1,728 | $302K |
| Beck Capital Management, LLC | 0.07% | New | 1,783 | $301K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -1.1% | 1,782 | $301K |
| HUB Investment Partners, LLC | 0.01% | No change | 1,775 | $300K |
| Retirement Planning Co of New England, Inc. | 0.12% | Reduce -0.7% | 1,774 | $299K |
| Beck Bode, LLC | 0.05% | Reduce -11.8% | 1,768 | $298K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.3% | 1,763 | $297K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -11.5% | 1,762 | $297K |
| Asset Management Group, Inc. | 0.05% | Reduce -0.1% | 1,752 | $296K |
| Green Ridge Wealth Planning LLC | 0.15% | — | 1,750 | $295K |
| First Nebraska Trust Co | 0.03% | Reduce -4.7% | 1,750 | $295K |
| Heritage Wealth Advisors | 0.01% | No change | 1,750 | $295K |
| John G Ullman & Associates Inc. | 0.04% | No change | 1,700 | $287K |
| Spinnaker Investment Group, LLC | 0.05% | New | 1,695 | $286K |
| Verdence Capital Advisors LLC | 0.02% | New | 1,694 | $286K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.1% | 1,693 | $286K |
| Valeo Financial Advisors, LLC | 0.01% | Add +20.8% | 1,690 | $285K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -4.3% | 1,681 | $284K |
| Moneco Advisors, LLC | 0.02% | New | 1,680 | $284K |
| Ignite Planners, LLC | 0.04% | No change | 1,644 | $283K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.1% | 1,664 | $281K |
| IHT Wealth Management, LLC | 0.01% | Add +1.9% | 1,654 | $279K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 1,582 | $278K |
| LCNB Corp. | 0.09% | No change | 1,645 | $278K |
| Millennium Capital Advisors, LLC | 0.16% | Add +0.3% | 1,631 | $275K |
| XML Financial, LLC | 0.02% | New | 1,614 | $272K |
| PACK Private Wealth, LLC | 0.12% | No change | 1,614 | $272K |
| Nwam LLC | 0.02% | Reduce -5.4% | 1,555 | $272K |
| Argent Trust Co | 0.01% | Reduce -1.3% | 1,612 | $272K |
| Fortress Private Ledger, LLC | 0.09% | New | 1,598 | $270K |
| Oxler Private Wealth LLC | 0.08% | Add +0.1% | 1,595 | $269K |
| South Shore Capital Advisors | 0.19% | — | 1,580 | $267K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,561 | $263K |
| UMB Bank, n.a. | 0.00% | No change | 1,559 | $263K |
| Vance Wealth, LLC | 0.08% | No change | 1,552 | $262K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.8% | 1,551 | $262K |
| Apriem Advisors | 0.02% | No change | 1,545 | $261K |
| Juno Financial Group LLC | 0.10% | — | 1,536 | $259K |
| Money Concepts Capital Corp. | 0.01% | Add +1.4% | 1,534 | $259K |
| Regal Investment Advisors LLC | 0.02% | New | 1,533 | $259K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,530 | $258K |
| Secure Asset Management, LLC | 0.04% | New | 1,529 | $258K |
| TBH Global Asset Management, LLC | 0.04% | New | 1,523 | $257K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 1,520 | $257K |
| AE Wealth Management LLC | 0.00% | Add +8.4% | 1,516 | $256K |
| Redstone Wealth Management, LLC | 0.20% | — | 1,515 | $256K |
| IFC Advisors LLC | 0.04% | No change | 1,513 | $255K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 1,504 | $254K |
| Broyhill Asset Management, LLC | 0.22% | No change | 1,500 | $253K |
| AtlasMark Financial, Inc | 0.16% | No change | 1,500 | $253K |
| Sava Infond d.o.o. | 0.03% | New | 1,500 | $253K |
| Vision Capital Management, Inc. | 0.03% | No change | 1,500 | $253K |
| GeoWealth Management, LLC | 0.01% | New | 1,498 | $253K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -6.5% | 1,497 | $253K |
| Wealth Management Partners, LLC | 0.07% | New | 1,493 | $252K |
| Platform Technology Partners | 0.05% | New | 1,492 | $252K |
| Empower Advisory Group, LLC | 0.00% | Reduce -20.6% | 1,491 | $252K |
| Castle Rock Wealth Management, LLC | 0.05% | Add +3.2% | 1,452 | $251K |
| Western Wealth Management, LLC | 0.01% | New | 1,465 | $247K |
| Modern Wealth Management, LLC | 0.00% | New | 1,462 | $247K |
| Wedmont Private Capital | 0.01% | New | 1,393 | $246K |
| Sargent Investment Group, LLC | 0.03% | New | 1,449 | $245K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -10.1% | 1,446 | $244K |
| Prism Advisors, Inc. | 0.06% | No change | 1,438 | $243K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -23.2% | 1,413 | $238K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 1,403 | $237K |
| One Capital Management, LLC | 0.01% | Reduce -12.6% | 1,401 | $237K |
| Mgo One Seven LLC | 0.00% | New | 1,387 | $234K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -8.0% | 1,385 | $234K |
| Essex LLC | 0.04% | New | 1,374 | $232K |
| Hikari Tsushin, Inc. | 0.02% | No change | 1,373 | $232K |
| Caldwell Trust Co | 0.02% | No change | 1,368 | $231K |
| Sunbelt Securities, Inc. | 0.02% | Add +266.4% | 1,363 | $230K |
| Fairfield, Bush & Co. | 0.12% | New | 1,353 | $228K |
| Alerus Financial NA | 0.01% | No change | 1,353 | $228K |
| EPG Wealth Management LLC | 0.06% | No change | 1,351 | $228K |
| High Net Worth Advisory Group LLC | 0.05% | New | 1,350 | $228K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 1,350 | $228K |
| Private Trust Co. NA | 0.02% | Add +169.3% | 1,314 | $222K |
| Matisse Capital | 0.10% | New | 1,308 | $221K |
| Sterling Investment Counsel, LLC | 0.06% | New | 1,308 | $221K |
| Kaydan Wealth Management, Inc. | 0.06% | New | 1,304 | $220K |
| Madrona Financial Services, LLC | 0.05% | New | 1,300 | $219K |
| RDA Financial Network | 0.05% | Reduce -7.2% | 1,299 | $219K |
| NorthRock Partners, LLC | 0.00% | New | 1,289 | $218K |
| Ellsworth Advisors, LLC | 0.04% | New | 1,275 | $217K |
| Hudock, Inc. | 0.03% | New | 1,278 | $216K |
| Pettyjohn, Wood & White, Inc. | 0.03% | New | 1,270 | $214K |
| Cravens & Co Advisors, LLC | 0.14% | New | 1,250 | $214K |
| Sovran Advisors, LLC | 0.02% | New | 1,253 | $214K |
| William John Sempolinski | 0.11% | — | 1,266 | $214K |
| Shepherd Financial Partners LLC | 0.02% | New | 1,264 | $213K |
| North Star Investment Management Corp. | 0.01% | No change | 1,263 | $213K |
| Commonwealth Financial Services, LLC | 0.03% | New | 1,253 | $212K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,247 | $210K |
| HighPoint Advisor Group LLC | 0.00% | New | 1,245 | $210K |
| Passive Capital Management, LLC. | 0.07% | New | 1,238 | $209K |
| Rockport Wealth LLC | 0.04% | New | 1,238 | $209K |
| Samalin Investment Counsel, LLC | 0.07% | New | 1,231 | $208K |
| Vista Investment Management | 0.07% | New | 1,230 | $208K |
| Edge Wealth Management LLC | 0.04% | New | 1,227 | $207K |
| PW Nova Financial Services LLC | 0.08% | — | 1,225 | $207K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,226 | $207K |
| Bragg Financial Advisors, Inc | 0.01% | New | 1,215 | $205K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 1,213 | $205K |
| Selective Wealth Management, Inc. | 0.06% | New | 1,200 | $205K |
| TCP Asset Management, LLC | 0.03% | New | 1,205 | $203K |
| Syon Capital LLC | 0.01% | New | 1,203 | $203K |
| ASL Financial, LLC | 0.16% | — | 1,200 | $203K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 1,200 | $203K |
| Portland Global Advisors LLC | 0.02% | New | 1,200 | $203K |
| J.Safra Asset Management Corp | 0.01% | New | 1,200 | $203K |
| Union Savings Bank | 0.09% | — | 1,200 | $203K |
| Next Level Private LLC | 0.05% | New | 1,192 | $201K |
| Orca Wealth Management, LLC | 0.14% | New | 1,143 | $200K |
| Retirement Income Solutions, Inc. | 0.03% | New | 1,186 | $200K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,170 | $197K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.4% | 1,166 | $197K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 1,142 | $193K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,150 | $189K |
| Family Manage LLC | 0.02% | No change | 1,100 | $186K |
| Bangor Savings Bank | 0.01% | No change | 1,099 | $185K |
| Bokf, NA | 0.00% | Add +3.9% | 1,087 | $183K |
| Greykasell Wealth Strategies, Inc. | 0.07% | New | 1,064 | $180K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,050 | $177K |
| Sound Income Strategies, LLC | 0.01% | Add +193.7% | 1,028 | $175K |
| Minot DeBlois Advisors LLC | 0.16% | No change | 1,025 | $173K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 978 | $171K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 975 | $165K |
| Quaker Wealth Management, LLC | 0.05% | Add +0.1% | 970 | $164K |
| Portfolio Resources Advisor Group, Inc. | 0.16% | — | 967 | $163K |
| Blue Trust, Inc. | 0.00% | Add +3.1% | 964 | $163K |
| CDKV Holdings LLC | 0.13% | — | 926 | $156K |
| Register Financial Advisors LLC | 0.06% | No change | 920 | $155K |
| Wellington Shields & Co., LLC | 0.04% | New | 900 | $152K |
| Lazard Asset Management LLC | 0.00% | Add +295.1% | 889 | $150K |
| Bessemer Group Inc. | 0.00% | Add +4.7% | 875 | $148K |
| MPWM Advisory Solutions, LLC | 0.08% | New | 840 | $142K |
| Wolff Wiese Magana LLC | 0.08% | Add +23.8% | 832 | $140K |
| Smithfield Trust Co | 0.01% | No change | 800 | $136K |
| Quadrant Capital Group LLC | 0.00% | New | 800 | $135K |
| Fourth Dimension Wealth, LLC | 0.05% | No change | 775 | $131K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.3% | 764 | $129K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.7% | 763 | $129K |
| Nvwm, LLC | 0.03% | No change | 760 | $128K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 756 | $128K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.2% | 740 | $125K |
| LOM Asset Management Ltd | 0.04% | Reduce -5.1% | 740 | $125K |
| Reyes Financial Architecture, Inc. | 0.07% | No change | 730 | $123K |
| Financial Perspectives, Inc | 0.03% | Reduce -5.7% | 700 | $118K |
| Parallel Advisors, LLC | 0.00% | Reduce -18.0% | 684 | $116K |
| Strive Financial Group ,LLC | 0.06% | — | 679 | $115K |
| Finley Financial, LLC | 0.05% | No change | 675 | $114K |
| Winch Advisory Services, LLC | 0.03% | Reduce -2.5% | 671 | $113K |
| Cape Investment Advisory, Inc. | 0.03% | Add +782.9% | 671 | $113K |
| Adkins Seale Capital Management LLC | 0.11% | — | 655 | $111K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 628 | $106K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 613 | $103K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 609 | $103K |
| McMillan Office, Inc. | 0.01% | — | 600 | $101K |
| MCF Advisors LLC | 0.01% | No change | 600 | $101K |
| Rossmore Private Capital | 0.01% | No change | 599 | $101K |
| Global Trust Asset Management, LLC | 0.04% | New | 590 | $100K |
| Barrett & Company, Inc. | 0.03% | No change | 566 | $96K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +6.4% | 563 | $95K |
| Howe & Rusling Inc. | 0.01% | New | 562 | $95K |
| United Financial Planning Group LLC | 0.06% | New | 558 | $94K |
| Garner Asset Management Corp | 0.04% | New | 556 | $94K |
| HighMark Wealth Management LLC | 0.04% | No change | 547 | $92K |
| Pacific Center for Financial Services | 0.02% | No change | 622 | $90K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +24.9% | 531 | $90K |
| Westfuller Advisors, LLC | 0.04% | No change | 527 | $89K |
| Wellington-Altus USA Inc. | 0.06% | — | 510 | $86K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 510 | $86K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 505 | $85K |
| Ransom Advisory, Ltd | 0.03% | New | 499 | $84K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 484 | $82K |
| Asset Dedication, LLC | 0.01% | Add +0.6% | 475 | $80K |
| Activest Wealth Management | 0.01% | No change | 474 | $80K |
| Arax Advisory Partners | 0.00% | New | 468 | $79K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.7% | 462 | $78K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 454 | $77K |
| Bayban | 0.06% | — | 432 | $73K |
| SageView Advisory Group, LLC | 0.00% | New | 426 | $72K |
| Dynamic Wealth Strategies, LLC | 0.04% | Add +16.6% | 422 | $71K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -0.2% | 418 | $71K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $68K |
| Ramirez Asset Management, Inc. | 0.01% | New | 400 | $68K |
| Signaturefd, LLC | 0.00% | Add +7.1% | 391 | $66K |
| Y.D. More Investments Ltd | 0.00% | No change | 385 | $65K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 384 | $65K |
| Archer Investment Corp | 0.01% | Add +0.3% | 379 | $64K |
| Estate Planners Group, LLC | 0.03% | — | 349 | $59K |
| Hurley Capital, LLC | 0.03% | No change | 341 | $58K |
| Addison Advisors LLC | 0.01% | No change | 340 | $57K |
| GAMMA Investing LLC | 0.00% | No change | 338 | $57K |
| Bollard Group LLC | 0.00% | No change | 334 | $56K |
| Solstein Capital, LLC | 0.02% | No change | 330 | $56K |
| Crews Bank & Trust | 0.01% | No change | 330 | $56K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 315 | $53K |
| Modus Advisors, LLC | 0.01% | New | 313 | $53K |
| Daiwa Securities Group Inc. | 0.00% | Add +2475.0% | 309 | $52K |
| Main Management LLC | 0.00% | No change | 300 | $51K |
| Security National Bank | 0.01% | No change | 300 | $51K |
| Thompson Investment Management, Inc. | 0.01% | No change | 291 | $49K |
| Monetary Management Group Inc. | 0.01% | Reduce -3.3% | 290 | $49K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 275 | $46K |
| Godfrey Financial Associates, Inc. | 0.04% | — | 272 | $46K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 272 | $46K |
| Parkside Financial Bank & Trust | 0.00% | No change | 266 | $45K |
| Bogart Wealth, LLC | 0.00% | No change | 262 | $44K |
| Hager Investment Management Services, LLC | 0.02% | No change | 260 | $44K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +2.8% | 259 | $44K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $42K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -50.0% | 250 | $42K |
| Johnson Financial Group, Inc. | 0.00% | No change | 250 | $42K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.4% | 248 | $42K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 245 | $41K |
| Key Financial Inc | 0.01% | No change | 244 | $41K |
| Woodside Wealth Management LLC | 0.03% | No change | 240 | $41K |
| High Note Wealth, LLC | 0.01% | No change | 240 | $41K |
| SHP Wealth Management | 0.00% | — | 233 | $39K |
| Highline Wealth Partners LLC | 0.01% | No change | 230 | $39K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 230 | $39K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 228 | $38K |
| HM Payson & Co. | 0.00% | No change | 225 | $38K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 222 | $37K |
| Cornerstone Planning Group LLC | 0.01% | New | 202 | $35K |
| Strategic Wealth Advisors LLC | 0.03% | — | 208 | $35K |
| Angeles Wealth Management, LLC | 0.00% | Add +762.5% | 207 | $35K |
| Copia Wealth Management | 0.02% | New | 204 | $34K |
| Darwin Wealth Management, LLC | 0.01% | No change | 200 | $34K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 200 | $34K |
| Caitlin John, LLC | 0.02% | New | 200 | $34K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 197 | $33K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +2.1% | 193 | $33K |
| Mascoma Wealth Management LLC | 0.01% | No change | 187 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 187 | $32K |
| Horizon Bancorp Inc. | 0.02% | No change | 181 | $31K |
| Tsfg, LLC | 0.00% | No change | 182 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 180 | $30K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 180 | $30K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -22.2% | 175 | $30K |
| Cary Street Partners Financial LLC | 0.00% | New | 174 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 162 | $27K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 159 | $27K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 150 | $27K |
| Trust Co. of Vermont | 0.00% | No change | 155 | $26K |
| Dunhill Financial, LLC | 0.01% | No change | 153 | $26K |
| Basepoint Wealth LLC | 0.02% | New | 151 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $25K |
| High Point Wealth Management, LLC | 0.02% | — | 139 | $23K |
| Providence Capital Advisors, LLC | 0.00% | No change | 135 | $23K |
| eCIO, Inc. | 0.01% | New | 128 | $22K |
| SouthState Bank Corp | 0.00% | No change | 128 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 122 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 121 | $20K |
| Phillips Financial Management, LLC | 0.00% | Reduce -38.3% | 121 | $20K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 120 | $20K |
| WPG Advisers, LLC | 0.01% | No change | 117 | $20K |
| West Branch Capital LLC | 0.01% | No change | 114 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.9% | 114 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 112 | $19K |
| Deutsche Bank AG | 0.00% | No change | 110 | $19K |
| Raffa Wealth Management, LLC | 0.00% | New | 106 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 106 | $18K |
| Bravera Wealth | 0.01% | — | 105 | $18K |
| Financial Freedom, LLC | 0.01% | No change | 101 | $17K |
| Vision Retirement, LLC | 0.00% | — | 100 | $17K |
| Rakuten Securities, Inc. | 0.01% | Add +3100.0% | 96 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 93 | $16K |
| Curio Wealth, LLC | 0.01% | New | 87 | $15K |
| Lodestone Wealth Management LLC | 0.01% | New | 87 | $15K |
| Independence Bank of Kentucky | 0.00% | No change | 85 | $14K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -17.6% | 84 | $14K |
| Winthrop Capital Management, LLC | 0.00% | Reduce -40.0% | 81 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +62.0% | 81 | $14K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -79.0% | 80 | $14K |
| Sittner & Nelson, LLC | 0.00% | No change | 77 | $13K |
| WealthCollab, LLC | 0.01% | New | 79 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 79 | $13K |
| Centennial Bank | 0.01% | No change | 75 | $13K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 75 | $13K |
| Sage Mountain Advisors LLC | 0.00% | No change | 75 | $13K |
| Coston, McIsaac & Partners | 0.00% | No change | 74 | $12K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 68 | $11K |
| Creative Capital Management Investments LLC | 0.00% | No change | 68 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +17.5% | 67 | $11K |
| Breakwater Investment Management | 0.00% | No change | 63 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 63 | $11K |
| Rialto Wealth Management, LLC | 0.00% | No change | 60 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 60 | $10K |
| Resources Management Corp. /CT/ | 0.00% | No change | 57 | $10K |
| Abound Wealth Management | 0.00% | Add +118.5% | 59 | $10K |
| MidFirst Bank | 0.00% | — | 59 | $10K |
| United Community Bank | 0.00% | New | 58 | $10K |
| Pioneer Family Office, LLC | 0.01% | — | 55 | $9K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 55 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -85.8% | 53 | $9K |
| FWL Investment Management, LLC | 0.00% | No change | 52 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 50 | $8K |
| Trust Co | 0.00% | No change | 50 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 47 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 46 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 45 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $8K |
| WealthShield Partners, LLC | 0.00% | No change | 43 | $7K |
| Motco | 0.00% | No change | 42 | $7K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 45 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 41 | $7K |
| Nova Wealth Management, Inc. | 0.00% | No change | 40 | $7K |
| Powell Investment Advisors, LLC | 0.00% | No change | 40 | $7K |
| Nvest Wealth Strategies, Inc. | 0.01% | — | 40 | $7K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 39 | $7K |
| Concord Wealth Partners | 0.00% | No change | 39 | $7K |
| LM Advisors LLC | 0.03% | Reduce -83.1% | 1,109 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -73.0% | 37 | $6K |
| Navalign, LLC | 0.00% | New | 37 | $6K |
| Rossby Financial, LCC | 0.00% | New | 36 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 35 | $6K |
| Wagner Wealth Management, LLC | 0.00% | New | 35 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 35 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 34 | $6K |
| IMG Wealth Management, Inc. | 0.00% | No change | 33 | $5K |
| Eastern Bank | 0.00% | Reduce -33.3% | 32 | $5K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 30 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -99.6% | 28 | $5K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 27 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 25 | $4K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $4K |
| Root Financial Partners, LLC | 0.00% | No change | 23 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 22 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 20 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 20 | $3K |
| DV Trading LLC | 0.00% | — | 20 | $3K |
| American National Bank & Trust | 0.00% | Reduce -51.3% | 19 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 18 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 20 | $3K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 15 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 15 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 14 | $2K |
| Birchbrook, Inc. | 0.00% | New | 12 | $2K |
| Aviso Financial Inc. | 0.00% | No change | 12 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 9 | $2K |
| WFA of San Diego, LLC | 0.00% | No change | 11 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -47.1% | 9 | $2K |
| Maseco LLP | 0.00% | New | 8 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 8 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 7 | $1K |
| Founders Capital Management | 0.00% | No change | 6 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 6 | $1K |
| Covestor Ltd | 0.00% | No change | 4 | $1K |
| Quattro Advisors LLC | 0.00% | — | 5 | $858 |
| Luminist Capital LLC | 0.00% | No change | 4 | $675 |
| Elevated Capital Advisors, LLC | 0.00% | New | 4 | $675 |
| Western Pacific Wealth Management, LP | 0.00% | No change | 3 | $510 |
| Morse Asset Management, Inc | 0.00% | New | 2 | $338 |
| Bernard Wealth Management Corp. | 0.00% | No change | 1 | $169 |
| Smartleaf Asset Management LLC | 0.00% | New | 1 | $169 |
"% of holder's portfolio" is IBB's weight in each manager's 13F, not the share of iShares Biotechnology ETF the manager owns.