iShares Biotechnology ETFIBBETF

13F holders, Q1 2026 (March 31)
924holders −35
55new positions
91sold out
7famous investors
$168.39avg. 13F price*

At the end of Q1 2026, 924 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, down 35 from Q4 2025. 55 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($1.2B), Citigroup Inc. ($865.0M) and Morgan Stanley ($468.3M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions55$73.7M
Exits91$142.2M

All 13F filers, Q4 2025 → Q1 2026: 5,264,779 shares bought and 4,510,744 shares sold, net +754,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 924 holders

Bank of America Corp. 0.09% Add +10.8% 7,259,501 $1.2B
Citigroup Inc. 0.55% Reduce -2.3% 5,122,689 $865.0M
Morgan Stanley 0.03% Reduce -13.4% 2,773,467 $468.3M
BNP Paribas Financial Markets 0.27% Add +13.9% 2,429,567 $410.2M
JPMorgan Chase & Co. 0.03% Add +607.0% 2,460,954 $398.3M
Goldman Sachs Group Inc. 0.03% Add +6.0% 1,275,806 $215.4M
Envestnet Asset Management Inc. 0.06% Add +0.3% 1,226,668 $207.1M
Raymond James Financial Inc. 0.05% Add +3.6% 1,029,709 $173.9M
Commerce Bank 0.72% Add +6.8% 881,632 $148.9M
Wells Fargo & Company 0.03% Add +12.9% 854,345 $144.3M
UBS Group AG 0.02% Reduce -10.8% 814,290 $137.5M
Thrivent Financial for Lutherans 0.25% Add +246.5% 772,812 $130.5M
Royal Bank of Canada 0.02% Add +1.0% 737,128 $124.5M
LPL Financial LLC 0.03% Reduce -27.0% 724,989 $122.4M
Truist Financial Corp. 0.15% Add +3.8% 666,343 $112.5M
Janney Montgomery Scott LLC 0.27% Add +5.4% 652,818 $110.2M
WestEnd Advisors, LLC 2.64% Add +2.9% 648,103 $109.4M
Healthcare of Ontario Pension Plan Trust Fund 0.17% No change 596,000 $100.6M
Two Sigma Investments, LP 0.08% Reduce -62.2% 557,807 $94.2M
Barclays PLC 0.03% Reduce -32.9% 450,734 $76.1M
D. E. Shaw & Co. 0.06% Add +891.4% 389,056 $65.7M
PNC Financial Services Group, Inc. 0.03% Reduce -2.0% 318,588 $53.8M
Jefferies Financial Group Inc. 0.65% Add +0.6% 302,307 $51.0M
Victory Capital Management Inc. 0.02% Add +1.3% 226,236 $38.2M
Stifel Financial Corp. 0.02% Add +1.2% 157,318 $26.6M
Cornerstone Advisors, LLC 0.92% Add +66.3% 148,027 $25.0M
McElhenny Sheffield Capital Management, LLC 5.94% Reduce -5.6% 142,013 $24.0M
Rockefeller Capital Management L.P. 0.04% Reduce -7.3% 136,949 $23.1M
Commonwealth Equity Services, LLC 0.03% Reduce -10.3% 132,371 $22.4M
Cetera Investment Advisers 0.02% Add +9.3% 128,530 $21.7M
Focus Partners Wealth 0.02% Reduce -0.2% 123,319 $20.8M
Albion Financial Group 1.31% Add +0.3% 120,147 $20.3M
Henshaw Capital LLC 0.75% New 120,000 $20.3M
Generali Investments CEE, investicni spolecnost, a.s. 1.03% No change 116,115 $19.6M
Ameriprise Financial Inc. 0.00% Reduce -0.4% 115,088 $19.4M
Erste Asset Management GmbH 0.16% No change 102,330 $17.3M
MML Investors Services, LLC 0.05% Reduce -13.7% 98,967 $16.7M
Investment House LLC 0.86% Reduce -0.3% 97,654 $16.5M
CANADA LIFE ASSURANCE Co 0.03% Reduce -2.0% 95,165 $16.2M
Osaic Holdings, Inc. 0.02% Add +2.3% 95,031 $16.1M
MAI Capital Management 0.08% Add +1.7% 81,832 $13.8M
Capital Fund Management S.A. 0.12% Reduce -39.3% 81,298 $13.7M
Assetmark, Inc. 0.03% Add +3.6% 76,710 $13.0M
Appleton Partners Inc. 0.87% Add +0.1% 74,010 $12.5M
Creative Planning 0.01% Add +7.1% 72,434 $12.2M
Factory Mutual Insurance Co. 0.13% No change 71,000 $12.0M
HighTower Advisors, LLC 0.01% Add +0.6% 70,904 $12.0M
Cerity Partners LLC 0.02% Add +45.7% 69,763 $11.8M
Bronte Capital Management Pty Ltd. 1.24% Reduce -4.3% 69,265 $11.7M
Cumberland Advisors Inc. 4.21% Reduce -0.7% 63,758 $10.8M
DAFNA Capital Management LLC 2.42% Reduce -8.8% 62,095 $10.5M
Manufacturers Life Insurance Company, The 0.01% Add +7.9% 62,078 $10.5M
Beacon Pointe Advisors, LLC 0.06% Add +19.9% 62,066 $10.5M
Susquehanna International Group, LLP 0.01% Reduce -79.7% 61,634 $10.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.93% Reduce -0.4% 61,497 $10.4M
Apella Capital, LLC 0.15% Add +0.6% 57,940 $10.2M
Tradition Wealth Management, LLC 0.72% Add +4.5% 60,161 $10.2M
Corient Private Wealth LP 0.01% Reduce -7.8% 57,394 $9.4M
NTV Asset Management LLC 1.01% Add +0.4% 54,464 $9.2M
Independent Advisor Alliance 0.10% New 54,284 $9.2M
Brown Advisory Inc. 0.01% Reduce -0.6% 53,703 $9.1M
Allspring Global Investments Holdings, LLC 0.01% Add +12.0% 52,531 $8.9M
Virtue Capital Management, LLC 1.34% Add +2.2% 54,595 $8.8M
Peapack Gladstone Financial Corp. 0.11% Reduce -7.9% 51,481 $8.7M
Humankind Investments LLC 4.82% Reduce -8.3% 50,000 $8.4M
DAVENPORT & Co LLC 0.05% Add +14.9% 48,738 $8.2M
Summit Financial, LLC 0.10% Add +18.5% 48,168 $8.1M
Kestra Advisory Services, LLC 0.03% Add +12.2% 47,461 $8.0M
Sanctuary Advisors, LLC 0.04% Add +15.4% 45,881 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -34.3% 45,147 $7.6M
Forbes J M & Co. LLP 0.62% Reduce -0.0% 43,687 $7.4M
Mariner, LLC 0.01% Add +12.0% 43,563 $7.4M
Pictet Asset Management Holding SA 0.01% No change 44,450 $7.2M
Neville Rodie & Shaw Inc. 0.51% Reduce -0.6% 41,889 $7.1M
SP Asset Management LLC 0.62% Reduce -1.8% 41,573 $7.0M
First Interstate Bank 0.39% Add +18.7% 41,082 $6.9M
Concurrent Investment Advisors, LLC 0.07% Add +13.0% 40,332 $6.8M
Steward Partners Investment Advisory, LLC 0.03% Add +4.3% 37,939 $6.4M
MMBG Investment Advisors Co. 0.59% Reduce -0.8% 37,787 $6.4M
Toth Financial Advisory Corp. 0.70% Add +7.6% 37,499 $6.3M
Quantitative Investment Management, LLC 0.66% New 37,419 $6.3M
Equitable Trust Co. 0.29% New 37,298 $6.3M
Quadrature Capital Ltd 0.07% New 36,872 $6.2M
Bank of Montreal 0.00% Add +1.1% 36,363 $6.1M
Ssi Investment Management LLC 0.50% Reduce -0.1% 36,081 $6.1M
Tower Research Capital LLC (TRC) 0.16% Add +91.9% 35,945 $6.1M
IFP Advisors, Inc 0.13% Add +75.1% 35,873 $6.1M
Bearing Point Capital, LLC 0.93% Reduce -0.7% 35,219 $5.9M
Williams Jones Wealth Management, LLC. 0.07% Reduce -0.8% 35,217 $5.9M
Michelson Medical Research Foundation, Inc. 6.02% No change 35,095 $5.9M
Miller Investment Management, LP 0.59% Reduce -6.3% 35,093 $5.9M
Addison Capital Co 0.99% Add +16.1% 33,045 $5.6M
Equitable Holdings, Inc. 0.04% Add +41.7% 33,007 $5.6M
Ashton Thomas Private Wealth, LLC 0.13% Reduce -9.7% 32,284 $5.5M
Colonial Trust Advisors 0.42% Reduce -4.3% 31,947 $5.4M
Howard Capital Management Group, LLC 0.33% Reduce -10.3% 29,183 $4.9M
Gladstone Institutional Advisory LLC 0.18% Reduce -59.1% 29,057 $4.9M
Crescent Grove Advisors, LLC 0.48% Reduce -0.0% 28,392 $4.8M
Southern Capital Advisors, LLC 2.23% Add +20.7% 28,186 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -23.6% 29,592 $4.7M
Blume Capital Management, Inc. 0.79% Reduce -7.3% 27,488 $4.6M
Evergreen Capital Management LLC 0.10% Reduce -3.0% 27,437 $4.6M
Fifth Third Bancorp 0.01% Add +106.3% 27,352 $4.6M
Jones Financial Companies LLLP 0.00% Add +20.0% 28,698 $4.6M
Concord Investment Counsel Inc. 1.55% Reduce -1.0% 27,238 $4.6M
Private Advisor Group, LLC 0.02% Add +3.0% 27,200 $4.6M
Oppenheimer & Co. Inc. 0.06% Add +16.3% 26,714 $4.5M
Harbour Investment Management LLC 2.35% Reduce -11.0% 25,620 $4.3M
Envestnet Portfolio Solutions, Inc. 0.02% Add +5.9% 24,947 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.5% 24,149 $4.1M
Associated Banc-Corp 0.11% Reduce -6.0% 24,133 $4.1M
Militia Capital Management LLC 0.91% — 24,100 $4.1M
Glenmede Trust Co. NA 0.02% Add +4.8% 23,951 $4.0M
Chesley Taft & Associates LLC 0.17% Reduce -9.8% 23,808 $4.0M
Kera Capital Partners, Inc. 0.49% Add +2.5% 23,623 $4.0M
NBT Bank, N.A. 0.26% Reduce -4.3% 23,588 $4.0M
Analyst IMS Investment Management Services Ltd. 0.12% No change 23,207 $3.9M
Waverly Advisors, LLC 0.03% Reduce -0.9% 22,971 $3.9M
COFG Advisors, LLC 0.94% Add +0.1% 22,632 $3.8M
Gotham Asset Management 0.01% New 22,605 $3.8M
Citadel Advisors 0.00% Reduce -80.3% 22,005 $3.7M
Marvin & Palmer Associates Inc. 4.41% Reduce -48.3% 21,824 $3.7M
Baird Financial Group, Inc. 0.01% Reduce -35.5% 21,378 $3.6M
Eagle Strategies LLC 0.43% Add +72.0% 21,137 $3.6M
Martin & Co. Inc. 0.60% Add +1.2% 21,006 $3.5M
Flow Traders U.S. LLC 0.11% Add +195.5% 20,708 $3.5M
CIBC Bancorp USA Inc. 0.00% — 20,341 $3.4M
BNC Wealth Management, LLC 0.95% Add +81.0% 20,239 $3.4M
Fischer Financial Services, Inc. 1.15% Reduce -0.8% 20,162 $3.4M
Marion Wealth Management 0.75% Reduce -4.3% 20,141 $3.4M
FRG Family Wealth Advisors LLC 0.56% Reduce -6.4% 20,079 $3.4M
Northern Trust Corp. 0.00% Reduce -1.7% 19,975 $3.4M
Quantinno Capital Management LP 0.01% Add +33.0% 19,892 $3.4M
Perkins Coie Trust Co 0.64% Add +0.9% 19,855 $3.4M
Coastal Bridge Advisors, LLC 0.24% Add +6.3% 19,737 $3.3M
&partners 0.02% Add +2.1% 19,624 $3.3M
EP Wealth Advisors, LLC 0.02% Add +180.5% 19,363 $3.3M
Keybank National Association 0.01% Reduce -0.5% 18,747 $3.2M
Pinnacle Associates Ltd. 0.04% Reduce -0.6% 18,467 $3.1M
FMR LLC 0.00% Add +15.1% 18,435 $3.1M
Westside Investment Management, Inc. 0.47% Add +2.0% 18,326 $3.1M
WealthCare Investment Partners, LLC 0.84% Add +27.6% 18,315 $3.0M
Integrated Wealth Concepts LLC 0.02% Reduce -4.5% 17,895 $3.0M
Lyell Wealth Management, LP 0.22% Add +62.2% 17,570 $3.0M
Millennium Management 0.00% Reduce -82.5% 17,349 $2.9M
Littlejohn Financial Services, Inc. 2.17% Reduce -6.6% 17,120 $2.9M
United Capital Financial Advisors, LLC 0.02% Reduce -6.8% 16,973 $2.9M
Greenline Partners, LLC 0.31% No change 16,847 $2.8M
ArchPoint Investors 0.67% No change 16,750 $2.8M
Atria Investments, Inc 0.03% Add +5.1% 16,681 $2.8M
Bar Harbor Wealth Management 0.16% Add +8.6% 16,464 $2.8M
Bank Pictet & Cie (Europe) AG 0.06% No change 16,280 $2.7M
US Bancorp \de 0.00% Add +12.4% 16,249 $2.7M
Destiny Wealth Partners, LLC 0.30% Reduce -0.4% 16,234 $2.7M
Independent Financial Group, LLC 0.06% Add +1.5% 16,046 $2.7M
BTG Pactual Asset Management US LLC 0.27% Add +0.1% 15,997 $2.7M
Benjamin Edwards Inc. 0.03% Add +35.5% 15,885 $2.7M
SIH Partners, LLLP 0.08% New 15,884 $2.7M
Atlantic Union Bankshares Corp 0.05% Reduce -2.9% 15,801 $2.7M
Clark Capital Management Group, Inc. 0.02% Add +36.9% 15,502 $2.6M
Moody LYNN Lieberson & Walker, LLC 0.15% Reduce -2.6% 15,426 $2.6M
Choate Investment Advisors 0.05% No change 15,352 $2.6M
Audent Global Asset Management, LLC 2.56% Reduce -38.3% 15,185 $2.6M
Avalon Trust Co 0.17% Reduce -7.4% 15,025 $2.5M
Snider Financial Group 0.76% Reduce -40.0% 15,000 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -13.8% 14,981 $2.5M
Central Pacific Bank - Trust Division 0.33% No change 14,830 $2.5M
Blair William & Co. 0.01% Add +26.6% 14,777 $2.5M
NewEdge Advisors, LLC 0.01% Reduce -3.3% 14,734 $2.5M
Anderson Hoagland & Co. 0.21% Reduce -17.0% 14,638 $2.5M
Parsons Capital Management Inc. 0.11% New 14,616 $2.5M
Viewpoint Capital Management LLC 1.14% Add +4.7% 14,486 $2.4M
Aster Capital Management (DIFC) Ltd 0.79% Add +161.5% 18,851 $2.4M
Franklin Resources Inc. 0.00% No change 14,167 $2.4M
Empirical Asset Management, LLC 0.62% Reduce -0.3% 13,997 $2.4M
Crestwood Advisors Group, LLC 0.04% Reduce -2.3% 13,886 $2.3M
1ST Source Bank 0.12% Reduce -2.7% 13,812 $2.3M
Strategic Advisory Partners, LLC 1.83% Reduce -52.8% 13,795 $2.3M
Arcadia Wealth Management, Inc. 1.26% Reduce -6.5% 13,789 $2.3M
FAS Wealth Partners, Inc. 0.14% Reduce -2.4% 13,775 $2.3M
KCM Investment Advisors LLC 0.08% Reduce -1.5% 13,742 $2.3M
Mercer Global Advisors Inc. 0.00% Add +7.4% 13,732 $2.3M
Farther Finance Advisors, LLC 0.02% Add +48.8% 13,498 $2.3M
Captrust Financial Advisors 0.00% Add +4.1% 13,449 $2.3M
Martin Capital Advisors, LLP 1.43% Reduce -4.3% 13,419 $2.3M
CENTRAL TRUST Co 0.04% Reduce -2.6% 13,389 $2.3M
Valicenti Advisory Services Inc. 0.49% Reduce -1.7% 13,295 $2.2M
Leuthold Group, LLC 0.24% Reduce -27.1% 13,262 $2.2M
SG Americas Securities, LLC 0.00% Reduce -68.6% 13,260 $2.2M
Wealthfront Advisers LLC 0.00% Add +2.6% 13,235 $2.2M
Intellectus Partners, LLC 0.45% Reduce -0.4% 13,100 $2.2M
New England Private Wealth Advisors LLC 0.26% Add +0.1% 13,080 $2.2M
Texas Yale Capital Corp. 0.06% No change 12,840 $2.2M
Volterra Technologies LP 1.54% New 12,822 $2.2M
Traynor Capital Management, Inc. 0.13% Add +14.2% 13,287 $2.2M
Transcend Capital Advisors, LLC 0.17% Reduce -5.3% 12,659 $2.1M
Bank of New York Mellon Corp 0.00% Add +5.8% 12,534 $2.1M
Lido Advisors, LLC 0.01% Reduce -62.2% 12,350 $2.1M
Cresset Asset Management, LLC 0.01% Add +30.0% 12,181 $2.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.16% Reduce -0.7% 12,115 $2.0M
Advisory Services Network, LLC 0.03% Reduce -21.6% 12,112 $2.0M
Robertson Stephens Wealth Management, LLC 0.06% Add +5.9% 12,001 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -2.8% 11,893 $2.0M
World Investment Advisors 0.03% Add +0.9% 11,959 $2.0M
Wesbanco Bank Inc. 0.05% No change 11,647 $2.0M
Bellwether Advisors, LLC 0.33% Reduce -0.3% 11,587 $2.0M
Burns J W & Co. Inc. 0.22% Reduce -6.1% 11,234 $1.9M
Composition Wealth, LLC 0.03% Reduce -14.3% 11,161 $1.9M
Arkadios Wealth Advisors 0.03% Add +0.5% 10,978 $1.9M
Wagner Wealth Management, Corp 1.64% New 10,820 $1.8M
Novak & Powell Financial Services, Inc. 0.98% Add +0.1% 10,797 $1.8M
Pinnacle Financial Partners, Inc. 0.01% Reduce -1.3% 10,759 $1.8M
Belpointe Asset Management LLC 0.06% Reduce -21.7% 10,438 $1.8M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +1.7% 10,386 $1.8M
Main Street Financial Solutions, LLC 0.13% Reduce -20.0% 10,348 $1.7M
Dakota Wealth Management 0.04% Add +203.1% 10,342 $1.7M
Scotia Capital Inc. 0.01% Reduce -0.7% 10,307 $1.7M
Garrison Point Advisors, LLC 0.78% Reduce -1.0% 10,103 $1.7M
Security National Bank of So Dak 0.82% Reduce -1.6% 10,061 $1.7M
Sigma Planning Corp 0.05% Add +60.1% 10,031 $1.7M
Blue Fin Capital, Inc. 0.28% Add +1.0% 9,989 $1.7M
Fairvoy Private Wealth, LLC 0.40% New 9,965 $1.7M
Canton Hathaway, LLC 0.34% No change 9,961 $1.7M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -8.8% 9,910 $1.7M
Cannell & Spears LLC 0.03% Reduce -0.9% 9,843 $1.7M
Kanawha Capital Management LLC 0.12% Add +4.8% 9,813 $1.7M
Avior Wealth Management, LLC 0.05% Add +28.8% 9,707 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +44.4% 9,455 $1.6M
RS Crum Inc. 0.31% No change 9,451 $1.6M
NewEdge Wealth, LLC 0.02% Add +0.6% 9,391 $1.6M
Telos Capital Management, Inc. 0.15% Reduce -5.4% 9,298 $1.6M
White Lighthouse Investment Management Inc. 0.22% Add +0.0% 9,275 $1.6M
Security National Bank of Sioux City Iowa 0.92% Reduce -4.7% 9,248 $1.6M
Bradley Foster & Sargent Inc. 0.02% No change 9,175 $1.5M
Moors & Cabot, Inc. 0.07% No change 9,041 $1.5M
Wealthcare Advisory Partners LLC 0.03% Add +1.5% 8,910 $1.5M
Acropolis Investment Management, LLC 0.07% No change 8,902 $1.5M
Colonial Trust Co / SC 0.20% Reduce -2.2% 8,802 $1.5M
City State Bank 0.38% Add +1.9% 8,747 $1.5M
Patriot Investment Management Group, Inc. 0.09% Reduce -3.6% 8,747 $1.5M
Stegent Equity Advisors, Inc. 1.26% Reduce -1.4% 8,726 $1.5M
Biltmore Family Office, LLC 0.21% No change 8,704 $1.5M
Arrowroot Family Office, LLC 0.48% Reduce -19.8% 8,689 $1.5M
Sanchez Gaunt Capital Management, LLC 0.90% — 8,546 $1.4M
Capital Investment Advisors, LLC 0.02% Reduce -1.7% 8,455 $1.4M
Elevation Point Wealth Partners, LLC 0.03% Add +36.0% 8,454 $1.4M
Apollon Wealth Management, LLC 0.02% Reduce -0.6% 8,406 $1.4M
Beaumont Financial Advisors, LLC 0.10% Add +1.1% 8,397 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +35.8% 8,360 $1.4M
Hoey Investments, Inc. 0.21% Add +83.3% 8,263 $1.4M
AQR Capital Management 0.00% Add +3.0% 8,255 $1.4M
Busey Bank 0.04% Reduce -1.4% 8,223 $1.4M
Chicago Partners Investment Group LLC 0.03% Reduce -0.2% 7,862 $1.4M
BigSur Wealth Management LLC 0.38% Reduce -2.4% 8,050 $1.4M
Endowment Wealth Management, Inc. 0.60% Add +13.2% 8,003 $1.4M
Finer Wealth Management, Inc. 0.68% Reduce -20.7% 7,987 $1.3M
Lighthouse Financial LLC 0.80% Add +161.1% 7,860 $1.3M
FIL Ltd 0.00% Reduce -15.5% 7,815 $1.3M
Magnus Financial Group LLC 0.11% Add +16.9% 7,792 $1.3M
Signature Wealth Management Partners, LLC 0.65% Add +1.8% 7,655 $1.3M
Tudor Financial Inc. 0.65% Add +1.4% 7,487 $1.3M
Stephens Inc. 0.02% Add +2.1% 7,454 $1.3M
Cullen/Frost Bankers, Inc. 0.01% Add +1.4% 7,439 $1.3M
Milestone Investment Advisors LLC 0.30% Add +2.1% 7,337 $1.2M
Adell Harriman & Carpenter Inc. 0.08% Reduce -0.5% 7,302 $1.2M
Shulman DeMeo Asset Management LLC 0.26% Reduce -0.7% 7,248 $1.2M
Park Avenue Securities LLC 0.01% Add +10.8% 7,214 $1.2M
Kestra Private Wealth Services, LLC 0.01% Add +9.4% 7,176 $1.2M
Merit Financial Group, LLC 0.01% Add +27.1% 7,170 $1.2M
Qube Research & Technologies Ltd 0.00% Add +500.1% 6,997 $1.2M
Snowden Capital Advisors LLC 0.03% Add +17.4% 6,939 $1.2M
Knightsbridge Asset Management, LLC 0.15% No change 6,750 $1.1M
Ieq Capital, LLC 0.01% Reduce -1.5% 6,717 $1.1M
Washington Growth Strategies LLC 0.74% Add +1.7% 6,694 $1.1M
Raelipskie Partnership 0.48% Reduce -23.8% 6,675 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Reduce -0.3% 6,595 $1.1M
Baltimore-Washington Financial Advisors, Inc. 0.05% Reduce -0.4% 6,531 $1.1M
O'ROURKE & COMPANY, Inc 0.44% Reduce -2.0% 6,521 $1.1M
Wealthspire Advisors, LLC 0.01% Add +7.4% 6,503 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1960.0% 6,489 $1.1M
Webster Bank, N. A. 0.10% Reduce -0.1% 6,466 $1.1M
Brookstone Capital Management 0.01% Reduce -46.4% 6,449 $1.1M
Strategic Blueprint, LLC 0.06% New 6,439 $1.1M
Proffitt & Goodson Inc. 0.17% Reduce -0.4% 6,330 $1.1M
Florin Court Capital LLP 4.01% Reduce -79.1% 6,300 $1.1M
Essex Financial Services, Inc. 0.06% Reduce -0.4% 6,285 $1.1M
Pathstone Holdings, LLC 0.00% Add +0.0% 6,237 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -12.0% 6,220 $1.1M
Cary Street Partners Investment Advisory LLC 0.27% Add +5.0% 6,214 $1.0M
SteelPeak Wealth, LLC 0.03% Add +0.4% 6,212 $1.0M
Renaissance Technologies 0.00% Reduce -76.5% 6,200 $1.0M
D.A. Davidson & Co. 0.01% Add +7.8% 6,197 $1.0M
Cwm, LLC 0.00% Add +0.3% 6,194 $1.0M
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -2.9% 6,183 $1.0M
Kornitzer Capital Management Inc. 0.02% No change 6,125 $1.0M
Modera Wealth Management, LLC 0.01% Add +0.6% 6,124 $1.0M
Raleigh Capital Management Inc. 0.35% Add +0.1% 6,047 $1.0M
Encore Global Management, LP 0.71% — 6,000 $1.0M
Cibc World Market Inc. 0.00% Add +9.3% 5,877 $992K
Ascent Group, LLC 0.03% Reduce -2.6% 5,756 $972K
Kessler Investment Group, LLC 0.46% Reduce -66.1% 5,714 $965K
Brendel Financial Advisors LLC 0.47% New 5,676 $958K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -0.8% 5,666 $957K
Brown Brothers Harriman & Co. 0.01% No change 5,628 $950K
Means Investment Co., Inc. 0.08% Reduce -2.9% 5,588 $944K
XTX Topco Ltd 0.02% Reduce -63.6% 5,564 $939K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -2.2% 5,545 $936K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.13% No change 5,540 $935K
Flagship Harbor Advisors, LLC 0.04% Add +40.1% 5,503 $929K
Knott David M Jr 0.55% No change 5,500 $929K
Bailard, Inc. 0.02% Reduce -1.8% 5,462 $922K
KKM Financial LLC 0.16% No change 5,456 $921K
Harmony Asset Management LLC 0.28% Reduce -1.5% 5,419 $915K
Fidelis Capital Partners, LLC 0.07% Add +11.6% 5,408 $913K
Cassaday & Co Wealth Management LLC 0.02% Reduce -2.8% 5,383 $909K
BlackRock, Inc. 0.00% Add +27.4% 5,374 $907K
Dearborn Partners LLC 0.05% Add +0.0% 5,362 $905K
Cladis Investment Advisory, LLC 0.49% Reduce -1.9% 5,275 $891K
OneDigital Investment Advisors LLC 0.01% Reduce -3.0% 5,260 $888K
Calton & Associates, Inc. 0.13% Reduce -2.0% 5,229 $883K
WorthPointe, LLC 0.24% Reduce -39.0% 5,150 $870K
Sharper & Granite LLC 0.29% Reduce -5.5% 5,109 $863K
Westwood Wealth Management 0.34% New 5,100 $861K
Evoke Wealth, LLC 0.02% Add +10.0% 5,086 $859K
American State Bank (Iowa) 0.41% No change 5,082 $858K
Evolution Wealth Advisors, LLC 0.09% No change 5,067 $856K
Harbour Capital Advisors, LLC 0.16% Add +1.3% 4,838 $844K
Smith, Moore & Co. 0.06% Add +6.0% 4,954 $837K
Aprio Wealth Management, LLC 0.05% Reduce -11.6% 4,949 $836K
Regions Financial Corp. 0.01% Reduce -3.1% 4,948 $835K
VERITY Wealth Advisors 0.56% Reduce -44.5% 4,943 $835K
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +0.8% 4,938 $834K
Marco Investment Management LLC 0.06% No change 4,916 $830K
Midwest Trust Co 0.01% Add +37.8% 4,894 $826K
Nomura Asset Management Co. Ltd. 0.00% No change 4,846 $818K
Clarity Wealth Advisors, LLC 0.17% Reduce -7.3% 4,831 $816K
Haverford Trust Co 0.01% No change 4,830 $816K
Nvwm, LLC 0.18% Add +534.7% 4,824 $815K
Federation des caisses Desjardins du Quebec 0.00% Add +11.9% 4,815 $813K
Moneta Group Investment Advisors LLC 0.01% Add +7.7% 4,782 $807K
Principle Wealth Partners LLC 0.05% No change 4,781 $807K
Allworth Financial LP 0.00% Add +5.9% 4,769 $805K
Whittier Trust Co. 0.01% Reduce -1.1% 4,736 $800K
AlphaCore Capital LLC 0.02% No change 4,718 $797K
HB Wealth Management, LLC 0.01% Reduce -0.3% 4,684 $791K
Advantage Trust Co 0.35% No change 4,677 $790K
Simplicity Wealth,LLC 0.04% Add +10.3% 4,666 $788K
CWA Asset Management Group, LLC 0.03% Add +5.9% 4,626 $781K
Purewater Capital LLC 0.74% — 4,591 $775K
Legacy Edge Advisors, LLC 0.08% Reduce -2.4% 4,591 $775K
EFG International AG 0.02% Add +76.2% 4,520 $764K
Sovereign Financial Group, Inc. 0.13% Reduce -2.1% 4,517 $763K
True Vision MN LLC 0.39% Reduce -67.3% 4,511 $762K
Philadelphia Investment Partners, LLC 0.52% — 4,507 $762K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.0% 4,451 $752K
Decision Investments, Inc. 0.85% Reduce -2.3% 4,441 $750K
Rothschild Investment LLC 0.04% No change 4,400 $743K
Wedmont Private Capital 0.02% Add +204.4% 4,240 $729K
VestGen Advisors, LLC 0.02% Reduce -16.5% 4,227 $728K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -8.7% 4,295 $725K
Rwa Wealth Partners, LLC 0.01% Reduce -11.2% 4,289 $724K
Fort Sheridan Advisors LLC 0.09% Add +3.6% 4,283 $723K
Heritage Oak Wealth Advisors LLC 0.23% Reduce -0.5% 4,239 $716K
Massachusetts Wealth Management 0.31% Add +5.2% 4,223 $713K
PFG Investments, LLC 0.03% Reduce -2.6% 4,216 $712K
Navis Wealth Advisors, LLC 0.36% Add +0.1% 4,209 $711K
Monograph Wealth Advisors, LLC 0.07% No change 4,200 $709K
Headinvest, LLC 0.14% No change 4,176 $705K
Meridian Wealth Management, LLC 0.02% Reduce -7.3% 4,151 $701K
Aft, Forsyth & Company, Inc. 0.33% Add +0.0% 4,147 $700K
Johnson Investment Counsel Inc. 0.01% Reduce -1.1% 4,129 $697K
Wedbush Securities Inc. 0.02% Add +3.3% 4,126 $697K
Shepherd Financial Partners LLC 0.07% Add +225.2% 4,111 $694K
OpenArc Corporate Advisory, LLC 0.01% Add +9.4% 4,030 $680K
Harrell Investment Partners, LLC 0.16% Reduce -31.8% 4,021 $679K
Capital Management Associates 1.12% No change 4,000 $675K
Core Wealth Partners LLC 0.31% Add +0.0% 3,989 $674K
Stratos Wealth Advisors, LLC 0.04% Add +0.9% 3,970 $670K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -0.8% 3,952 $667K
Odyssey Capital Advisors, Inc. 0.60% Add +38.6% 3,936 $665K
Clear Harbor Asset Management, LLC 0.05% No change 3,905 $659K
ICICI Prudential Asset Management Co Ltd 0.08% No change 3,877 $655K
Columbus Macro, LLC 0.07% Reduce -79.6% 3,842 $649K
Community Financial Services Group, LLC 0.11% Add +8.3% 3,806 $648K
Ameritas Advisory Services, LLC 0.03% Reduce -2.5% 3,828 $646K
Baxter Bros Inc. 0.08% Add +45.9% 3,812 $644K
Chelsea Counsel Co. 0.29% No change 3,800 $642K
Triumph Capital Management 0.13% Add +6.3% 3,773 $637K
KFG Wealth Management, LLC 0.08% Add +8.1% 3,762 $635K
Krilogy Financial LLC 0.02% Add +2.1% 3,614 $629K
Waters Parkerson & Co., LLC 0.03% No change 3,700 $625K
GTS Securities LLC 0.02% Reduce -86.3% 3,671 $620K
Kingsview Wealth Management, LLC 0.01% Add +12.6% 3,641 $615K
Quantbot Technologies LP 0.03% Reduce -48.1% 3,631 $613K
Creekside Partners 0.25% Add +0.0% 3,617 $611K
HSBC Holdings PLC 0.00% Add +14.5% 3,617 $610K
Middleton & Co. Inc. 0.07% No change 3,600 $608K
Magnolia Capital Advisors LLC 0.12% No change 3,588 $606K
Capstone Wealth Management Group LLC 0.37% No change 3,579 $604K
Kintra Wealth, LLC 0.04% New 3,575 $604K
Pines Wealth Management, LLC 0.19% Add +6.8% 3,567 $602K
Hennion & Walsh Asset Management, Inc. 0.02% No change 3,510 $593K
Summit Global Investments 0.03% New 3,471 $586K
Liberty Wealth Management LLC 0.07% Reduce -0.8% 3,447 $582K
Chemistry Wealth Management LLC 0.10% Reduce -1.4% 3,436 $580K
Pacific Sun Financial Corp 0.28% Add +0.3% 3,433 $580K
Financial Concepts Unlimited, Inc. 0.52% — 3,432 $579K
Kingswood Wealth Advisors, LLC 0.03% Add +19.1% 3,423 $578K
Abbot Financial Management, Inc. 0.25% No change 3,419 $577K
Glassman Wealth Services 0.08% No change 3,397 $574K
Andrews Advisory Associates, LLC 0.30% Reduce -1.6% 3,381 $571K
Burke & Herbert Bank & Trust Co. 0.16% Add +1.4% 3,357 $567K
Great Valley Advisor Group, Inc. 0.01% Add +53.6% 3,356 $567K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -8.5% 3,353 $566K
Graves Light Lenhart Wealth, Inc. 0.06% Reduce -8.2% 3,344 $565K
Institute for Wealth Management, LLC. 0.06% Add +6.8% 3,303 $558K
Fort Washington Investment Advisors Inc. 0.00% No change 3,300 $557K
StoneX Group Inc. 0.03% Add +18.8% 3,292 $553K
O'shaughnessy Asset Management, LLC 0.00% Add +25.4% 3,258 $550K
Kelman-Lazarov, Inc. 0.08% Reduce -4.0% 3,257 $550K
Titleist Asset Management, LLC 0.04% Add +14.4% 3,255 $550K
Ellis Investment Partners, LLC 0.10% Add +1.9% 3,255 $550K
GeoWealth Management, LLC 0.02% Add +116.7% 3,246 $548K
My Personal CFO, LLC 0.24% Reduce -21.7% 3,240 $547K
First International Bank of Israel Ltd. 0.16% Add +13.6% 3,203 $541K
Dynamic Advisor Solutions LLC 0.02% Add +21.3% 3,144 $531K
Larson Financial Group LLC 0.02% Add +15.3% 3,132 $529K
Thayer Partners, LLC / MA 0.25% Reduce -2.3% 3,130 $529K
Carbahal Olsen Financial Services Group, LLC 0.42% No change 3,126 $528K
Coastwise Capital Group, LLC 0.29% Reduce -11.4% 3,122 $527K
Citizens Financial Group Inc. 0.01% Add +0.0% 3,111 $525K
King Wealth Management Group 0.07% Add +0.0% 3,102 $524K
Tyche Wealth Partners LLC 0.08% Reduce -13.2% 3,101 $524K
Sequoia Financial Advisors, LLC 0.00% Reduce -10.6% 3,092 $522K
Flagship Private Wealth, LLC 0.21% Add +0.2% 3,091 $522K
Rockingstone Advisors LLC 0.24% No change 3,085 $521K
Fiduciary Trust Co 0.01% Reduce -53.9% 3,080 $520K
Twin Focus Capital Partners, LLC 0.06% No change 3,066 $518K
Continuum Advisory, LLC 0.05% Add +7.9% 3,046 $514K
Sepio Capital, LP 0.03% Reduce -21.8% 3,040 $513K
Lanark Financial, Inc. 0.04% Reduce -0.2% 3,037 $513K
Maltin Wealth Management, Inc. 0.20% Add +0.1% 3,030 $512K
Harbour Investments, Inc. 0.01% Add +20.2% 3,026 $511K
Principal Securities, Inc. 0.01% Add +25.9% 3,015 $509K
Vise Technologies, Inc. 0.01% No change 3,015 $509K
Oakworth Capital, Inc. 0.03% No change 3,013 $509K
Centiva Capital, LP 0.02% New 3,000 $507K
Whittier Trust Co. of Nevada Inc. 0.01% Add +54.9% 2,992 $505K
Beverly Hills Private Wealth, LLC 0.08% No change 2,971 $502K
Bigelow Investment Advisors, LLC 0.20% Reduce -17.9% 2,931 $495K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 2,917 $493K
Connecticut Wealth Management, LLC 0.02% Add +21.4% 2,917 $492K
Peregrine Asset Advisers, Inc. 0.13% No change 2,916 $492K
Mutual Advisors, LLC 0.01% Reduce -68.8% 2,906 $491K
Clare Market Investments LLC 0.10% — 2,905 $490K
Harbor Investment Advisory, LLC 0.04% Reduce -1.9% 2,887 $487K
Triangle Securities Wealth Management 0.11% No change 2,878 $486K
Spire Wealth Management 0.02% Add +4.7% 2,878 $486K
Choreo, LLC 0.01% Reduce -5.6% 2,872 $485K
Element Wealth, LLC 0.20% New 2,868 $484K
PFG Advisors 0.02% Add +28.1% 2,809 $474K
Joel Isaacson & Co., LLC 0.02% No change 2,796 $472K
Kiley Juergens Wealth Management, LLC 0.08% New 2,795 $472K
Brandywine Oak Private Wealth LLC 0.04% Reduce -4.4% 2,775 $469K
Wescott Financial Advisory Group, LLC 0.04% Add +0.1% 2,772 $468K
Certuity, LLC 0.03% Add +10.0% 2,750 $464K
Joseph P. Lucia & Associates, LLC 0.17% Reduce -2.0% 2,750 $464K
Meridian Investment Counsel Inc. 0.11% Add +2.2% 2,734 $462K
Kesler, Norman & Wride, LLC 0.08% Reduce -18.6% 2,714 $458K
HCR Wealth Advisors 0.05% No change 2,712 $458K
Prospera Financial Services Inc 0.01% Add +16.9% 2,699 $456K
Kovack Advisors, Inc. 0.02% Add +1.4% 2,894 $454K
SlateStone Wealth, LLC 0.04% Reduce -10.1% 2,680 $453K
Simmons Bank 0.03% No change 2,675 $452K
Heritage Investment Group, Inc. 0.07% No change 2,675 $452K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -46.6% 2,674 $452K
Marotta Asset Management 0.08% Reduce -2.4% 2,649 $451K
Wealth Management Partners, LLC 0.13% Add +78.6% 2,667 $450K
Grant Private Wealth Management Inc 0.24% No change 2,662 $449K
Marathon Capital Management 0.10% No change 2,650 $447K
Valley National Advisers Inc. 0.06% Reduce -0.3% 2,621 $442K
Montag A & Associates Inc. 0.02% No change 2,611 $441K
Wellington Shields Capital Management, LLC 0.07% Add +35.9% 2,610 $441K
Chancellor Financial Group WB LP 0.31% Add +0.0% 2,599 $439K
Investmark Advisory Group LLC 0.19% Add +0.1% 2,596 $438K
Clearwater Capital Advisors, LLC 0.04% Add +8.8% 2,595 $438K
Twin Tree Management, LP 0.09% New 2,584 $436K
Mesirow Financial Investment Management, Inc. 0.01% Add +20.5% 2,572 $434K
Berger Financial Group, Inc 0.02% Reduce -8.9% 2,559 $432K
TrinityBridge Ltd 0.01% No change 2,545 $430K
Brighton Jones LLC 0.01% New 2,543 $429K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -98.7% 2,540 $429K
Beckerman Institutional, LLC 0.23% No change 2,528 $427K
Courier Capital LLC 0.02% No change 2,517 $425K
RB Capital Management, LLC 0.09% No change 2,473 $418K
Sowell Financial Services LLC 0.02% Reduce -8.2% 2,453 $414K
Carret Asset Management, LLC 0.04% No change 2,449 $414K
Valmark Advisers, Inc. 0.00% Add +3.2% 2,435 $411K
Phillips Wealth Planners LLC 0.31% Reduce -0.8% 2,397 $407K
Warner Financial, Inc. 0.14% No change 2,379 $402K
Carter Financial Group, INC. 0.25% No change 2,370 $400K
Gerald Baker Financial Group LLC 0.13% — 2,355 $398K
Keystone Financial Group 0.03% Reduce -0.0% 2,357 $398K
Bravias Capital Group, LLC 0.26% Add +9.6% 2,348 $396K
Cookson Peirce & Co. Inc. 0.02% New 2,341 $395K
Dale Q Rice Investment Management Ltd 0.30% Reduce -1.4% 2,337 $395K
Neuberger Berman Group LLC 0.00% Add +5.0% 2,324 $392K
Jacobi Capital Management LLC 0.02% Add +0.7% 2,321 $392K
Cassady Wealth & Retirement Planning, LLC 0.20% No change 2,317 $391K
SeaCrest Wealth Management, LLC 0.04% Reduce -1.4% 2,302 $389K
J. Goldman & Co LP 0.02% New 2,301 $389K
Ashton Thomas Securities, LLC 0.05% New 2,297 $388K
Clearstead Advisors, LLC 0.00% Add +198.8% 2,283 $385K
Fisher Asset Management 0.00% Reduce -17.9% 2,268 $383K
Coldstream Capital Management Inc. 0.00% Add +45.0% 2,264 $382K
Mission Wealth Management, LP 0.01% Add +0.4% 2,242 $378K
Neumann Capital Management, LLC 0.11% No change 2,238 $378K
Everett Harris & Co. 0.00% No change 2,235 $377K
SeaBridge Investment Advisors LLC 0.06% Reduce -20.7% 2,224 $376K
Exencial Wealth Advisors, LLC 0.01% Reduce -2.8% 2,219 $375K
PAX Financial Group, LLC 0.06% No change 2,213 $374K
Procyon Advisors, LLC 0.02% Reduce -1.3% 2,210 $373K
Integrated Advisors Network LLC 0.02% Reduce -20.6% 2,195 $371K
CX Institutional 0.01% Reduce -5.6% 2,191 $370K
SFE Investment Counsel 0.06% Reduce -5.0% 2,168 $366K
Outlook Wealth Advisors, LLC 0.09% New 2,157 $364K
Beacon Investment Advisory Services, Inc. 0.02% No change 2,150 $363K
Vontobel Holding Ltd. 0.00% Reduce -30.3% 2,149 $363K
Avidian Wealth Enterprises, LLC 0.01% No change 2,148 $363K
Sunbelt Securities, Inc. 0.02% Add +56.9% 2,138 $361K
Salem Investment Counselors Inc. 0.01% No change 2,126 $359K
Bay Rivers Group 0.15% No change 2,122 $358K
National Bank of Canada 0.00% Reduce -9.6% 2,118 $358K
Dover Advisors, LLC 0.15% Reduce -2.6% 2,117 $357K
Hanson & Doremus Investment Management 0.04% Reduce -3.3% 2,117 $357K
SBI Securities Co., Ltd. 0.01% Reduce -1.5% 2,110 $356K
Flputnam Investment Management Co. 0.01% Reduce -3.7% 2,099 $354K
Chapin Davis, Inc. 0.08% No change 2,077 $351K
EverSource Wealth Advisors, LLC 0.01% Add +1.3% 2,074 $350K
Welch & Forbes LLC 0.00% No change 2,057 $347K
Altfest L J & Co. Inc. 0.04% Add +0.1% 2,051 $346K
First Horizon Corp. 0.01% Add +9.8% 2,042 $345K
Financial Solutions Advisory Group, Inc. 0.05% — 2,031 $343K
Brick & Kyle, Associates 0.11% Reduce -3.5% 2,029 $343K
10Elms LLP 0.24% No change 2,025 $342K
Signet Financial Management, LLC 0.04% Reduce -0.3% 2,016 $340K
Compound Planning, Inc. 0.01% Add +3.9% 2,011 $340K
Beck Capital Management, LLC 0.08% Add +12.3% 2,003 $338K
T. Rowe Price Associates Inc. 0.00% No change 2,000 $338K
Merrion Investment Management Co, LLC 0.18% No change 2,000 $338K
Elk River Wealth Management LLC 0.06% No change 1,990 $336K
Werba Rubin Papier Wealth Management 0.05% Reduce -32.5% 1,986 $335K
Fulton Breakefield Broenniman LLC 0.02% No change 1,978 $334K
International Assets Investment Management, LLC 0.02% Add +1.0% 1,952 $332K
U.S. Capital Wealth Advisors, LLC 0.01% Add +6.9% 1,962 $331K
Beese Fulmer Investment Management, Inc. 0.02% Add +44.1% 1,945 $328K
Perigon Wealth Management, LLC 0.01% Reduce -28.9% 1,944 $328K
Parcion Private Wealth LLC 0.02% No change 1,940 $328K
Bank of New Hampshire 0.07% No change 1,932 $326K
Aptus Capital Advisors, LLC 0.00% Reduce -99.1% 1,929 $326K
First Manhattan Co. Llc. 0.00% No change 1,911 $323K
United Bank 0.04% No change 1,908 $322K
Banque Cantonale Vaudoise 0.01% Reduce -5.5% 1,905 $322K
Jane Street Group, LLC 0.00% Reduce -98.3% 1,907 $322K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -13.8% 1,903 $321K
Sculati Wealth Management, LLC 0.12% Reduce -30.6% 1,895 $320K
Regent Peak Wealth Advisors LLC 0.07% No change 1,887 $319K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 1,875 $317K
Mechanics Bank Trust Department 0.04% Reduce -6.3% 1,875 $317K
M&T Bank Corp 0.00% No change 1,870 $316K
NCM Capital Management, LLC 0.11% No change 1,865 $315K
MTM Financial Group, LLC 0.15% Reduce -3.1% 1,918 $314K
Nikulski Financial, Inc. 0.08% Reduce -47.8% 1,838 $310K
First Merchants Corp. 0.01% Reduce -8.4% 1,837 $310K
Objective Capital Management, LLC 0.31% No change 1,815 $306K
AE Wealth Management LLC 0.00% Add +19.5% 1,812 $306K
Mascagni Wealth Management, Inc. 0.22% Add +0.1% 1,806 $305K
ESL Trust Services, LLC 0.06% No change 1,800 $304K
Ancora Advisors LLC 0.01% Reduce -3.1% 1,782 $301K
Retirement Planning Co of New England, Inc. 0.12% Reduce -0.1% 1,772 $299K
Anchor Investment Management, LLC 0.02% Reduce -2.9% 1,764 $298K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% No change 1,763 $298K
Creative Financial Designs Inc. 0.02% Reduce -35.7% 1,761 $297K
Asset Management Group, Inc. 0.05% Add +0.2% 1,756 $296K
Green Ridge Wealth Planning LLC 0.16% No change 1,750 $295K
Heritage Wealth Advisors 0.01% No change 1,750 $295K
Global Assets Advisory, LLC 0.08% Reduce -21.1% 1,741 $294K
HBK Sorce Advisory LLC 0.01% No change 1,728 $294K
RPS Advisory Solutions LLC 0.17% Reduce -2.6% 1,736 $293K
Horizon Wealth Management, LLC 0.04% Reduce -96.8% 1,734 $293K
SummitTX Capital, L.P. 0.01% Reduce -7.6% 1,732 $292K
HUB Investment Partners, LLC 0.01% Reduce -2.5% 1,730 $292K
NorthCrest Asset Manangement, LLC 0.01% Reduce -46.7% 1,718 $291K
TD Waterhouse Canada Inc. 0.00% Reduce -92.8% 1,708 $290K
Argent Trust Co 0.01% Add +6.2% 1,712 $289K
Byrne Asset Management LLC 0.17% Reduce -5.9% 1,706 $288K
John G Ullman & Associates Inc. 0.04% No change 1,700 $287K
Marshall Wace, LLP 0.00% Reduce -64.9% 1,700 $287K
Spinnaker Investment Group, LLC 0.06% No change 1,695 $286K
Rehmann Capital Advisory Group 0.01% No change 1,693 $286K
Comprehensive Financial Consultants Institutional, Inc. 0.08% No change 1,681 $284K
Valeo Financial Advisors, LLC 0.01% Reduce -0.9% 1,675 $283K
Ally Invest Advisors Inc. 0.02% Reduce -5.2% 1,671 $282K
IHT Wealth Management, LLC 0.01% Add +1.0% 1,670 $282K
Red Door Wealth Management, LLC 0.03% Add +0.1% 1,665 $281K
Arax Advisory Partners 0.01% Add +255.8% 1,665 $281K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -42.1% 1,731 $280K
First Nebraska Trust Co 0.03% Reduce -5.5% 1,654 $279K
Laurel Oak Wealth Management, LLC 0.05% Add +9.6% 1,649 $278K
LCNB Corp. 0.09% No change 1,645 $278K
Ignite Planners, LLC 0.04% No change 1,644 $278K
Rollins Financial Advisors, LLC 0.04% Reduce -14.9% 1,637 $276K
Millennium Capital Advisors, LLC 0.17% Add +0.1% 1,633 $276K
Western Wealth Management, LLC 0.01% Add +11.5% 1,633 $276K
CoreCap Advisors, LLC 0.01% Reduce -38.8% 1,620 $274K
PACK Private Wealth, LLC 0.13% No change 1,614 $273K
Oxler Private Wealth LLC 0.08% Add +0.1% 1,597 $270K
HBW Advisory Services LLC 0.03% Reduce -73.8% 1,594 $269K
UMB Bank, n.a. 0.00% Add +1.7% 1,585 $268K
Moneco Advisors, LLC 0.02% Reduce -6.2% 1,576 $266K
Vance Wealth, LLC 0.08% No change 1,552 $262K
Apriem Advisors 0.02% No change 1,545 $261K
Money Concepts Capital Corp. 0.01% Add +0.7% 1,545 $261K
Juno Financial Group LLC 0.10% Add +0.1% 1,537 $259K
Regal Investment Advisors LLC 0.01% No change 1,533 $259K
Dorsey & Whitney Trust CO LLC 0.01% No change 1,530 $258K
Penobscot Investment Management Company, Inc. 0.02% No change 1,520 $257K
IFC Advisors LLC 0.04% No change 1,513 $256K
Broyhill Asset Management, LLC 0.25% No change 1,500 $253K
Vision Capital Management, Inc. 0.03% No change 1,500 $253K
AtlasMark Financial, Inc 0.16% No change 1,500 $253K
Platform Technology Partners 0.05% No change 1,492 $252K
Sovran Advisors, LLC 0.02% Add +18.9% 1,490 $251K
Redstone Wealth Management, LLC 0.20% Reduce -2.4% 1,478 $250K
Level Four Advisory Services, LLC 0.01% New 1,471 $248K
South Shore Capital Advisors 0.18% Reduce -7.3% 1,464 $247K
SevenBridge Financial Group, LLC 0.04% Reduce -10.4% 1,417 $247K
Castle Rock Wealth Management, LLC 0.05% Add +0.3% 1,456 $247K
Sargent Investment Group, LLC 0.03% No change 1,449 $245K
Tritonpoint Wealth, LLC 0.03% No change 1,446 $244K
PW Nova Financial Services LLC 0.07% Add +16.8% 1,431 $242K
Syon Capital LLC 0.01% Add +18.9% 1,431 $242K
Cahill Financial Advisors Inc. 0.03% Reduce -4.6% 1,428 $241K
Community Bank, N.A. 0.03% New 1,410 $238K
Nwam LLC 0.01% Reduce -9.4% 1,408 $238K
Bond & Devick Financial Network, Inc. 0.07% No change 1,403 $237K
Fortress Private Ledger, LLC 0.07% Reduce -13.6% 1,380 $233K
Hikari Tsushin, Inc. 0.02% No change 1,373 $232K
Ausdal Financial Partners, Inc. 0.01% Add +9.8% 1,369 $231K
Caldwell Trust Co 0.02% No change 1,368 $231K
One Capital Management, LLC 0.01% Reduce -3.2% 1,356 $229K
High Net Worth Advisory Group LLC 0.05% No change 1,350 $228K
North Star Investment Management Corp. 0.01% Add +6.7% 1,347 $227K
Florida Trust Wealth Management Co 0.01% New 1,344 $227K
Empower Advisory Group, LLC 0.00% Reduce -10.5% 1,334 $225K
Essex LLC 0.04% Reduce -3.1% 1,331 $225K
Betterment LLC 0.00% New 1,324 $224K
QRG Capital Management, Inc. 0.00% New 1,315 $222K
Matisse Capital 0.09% Add +0.2% 1,311 $221K
Kaydan Wealth Management, Inc. 0.07% No change 1,304 $220K
Beck Bode, LLC 0.04% Reduce -26.2% 1,304 $220K
Circle Wealth Management, LLC 0.00% New 1,302 $220K
Madrona Financial Services, LLC 0.05% No change 1,300 $220K
Sterling Investment Counsel, LLC 0.06% Reduce -0.9% 1,296 $219K
RDA Financial Network 0.05% Reduce -0.3% 1,295 $219K
NorthRock Partners, LLC 0.00% Reduce -0.8% 1,278 $216K
Ellsworth Advisors, LLC 0.04% Add +0.1% 1,276 $215K
William John Sempolinski 0.11% No change 1,266 $214K
Pettyjohn, Wood & White, Inc. 0.03% Reduce -0.4% 1,265 $214K
Cornerstone Wealth Group, LLC 0.01% No change 1,213 $211K
HighPoint Advisor Group LLC 0.01% No change 1,245 $210K
Passive Capital Management, LLC. 0.06% No change 1,238 $209K
Keudell/Morrison Wealth Management 0.04% New 1,235 $209K
Samalin Investment Counsel, LLC 0.07% No change 1,231 $208K
Vista Investment Management 0.07% No change 1,230 $208K
Edge Wealth Management LLC 0.04% No change 1,227 $207K
Daymark Wealth Partners, LLC 0.01% No change 1,226 $207K
LightSquare Wealth Management, LLC 0.15% — 1,217 $206K
Bragg Financial Advisors, Inc 0.01% No change 1,215 $205K
Modern Wealth Management, LLC 0.00% Reduce -17.6% 1,204 $205K
Keebeck Wealth Management 0.02% Reduce -56.6% 1,207 $204K
Alerus Financial NA 0.01% Reduce -10.9% 1,206 $204K
TCP Asset Management, LLC 0.03% No change 1,205 $204K
ASL Financial, LLC 0.16% No change 1,200 $203K
LFA - Lugano Financial Advisors SA 0.10% No change 1,200 $203K
Portland Global Advisors LLC 0.02% No change 1,200 $203K
Aureus Asset Management, LLC 0.01% New 1,200 $203K
Union Savings Bank 0.09% No change 1,200 $203K
Next Level Private LLC 0.05% Add +0.1% 1,193 $201K
Embree Financial Group 0.02% New 1,186 $200K
Retirement Income Solutions, Inc. 0.03% No change 1,186 $200K
EPG Wealth Management LLC 0.05% Reduce -13.0% 1,175 $198K
St Germain D J Co. Inc. 0.01% No change 1,170 $198K
LMR Partners LLP 0.00% New 1,149 $194K
Caldwell Sutter Capital, Inc. 0.08% No change 1,142 $193K
Lazard Asset Management LLC 0.00% Add +28.0% 1,138 $192K
Bangor Savings Bank 0.01% No change 1,099 $186K
Bokf, NA 0.00% No change 1,087 $184K
Union Bancaire Privee, UBP SA 0.00% No change 1,150 $181K
Greykasell Wealth Strategies, Inc. 0.07% No change 1,064 $180K
Pittenger & Anderson Inc. 0.01% No change 1,050 $177K
TD Private Client Wealth LLC 0.00% Reduce -93.9% 1,050 $177K
Howe & Rusling Inc. 0.01% Add +80.3% 1,013 $171K
Blue Trust, Inc. 0.00% Add +1.9% 982 $166K
Register Financial Advisors LLC 0.06% Add +6.3% 978 $165K
Pin Oak Investment Advisors Inc. 0.12% No change 978 $165K
Mogy Joel R Investment Counsel Inc. 0.01% No change 975 $165K
Portfolio Resources Advisor Group, Inc. 0.16% Add +0.5% 972 $164K
Quaker Wealth Management, LLC 0.05% No change 970 $164K
Private Trust Co. NA 0.01% Reduce -26.6% 965 $163K
Sound Income Strategies, LLC 0.01% Reduce -8.6% 940 $160K
Optiver Holding B.V. 0.01% New 941 $159K
CDKV Holdings LLC 0.14% Reduce -0.4% 922 $156K
Centaurus Financial, Inc. 0.01% New 903 $152K
Wellington Shields & Co., LLC 0.04% No change 900 $152K
Minot DeBlois Advisors LLC 0.13% Reduce -17.1% 850 $144K
MPWM Advisory Solutions, LLC 0.08% No change 840 $142K
Bessemer Group Inc. 0.00% Reduce -5.3% 829 $140K
Smithfield Trust Co 0.01% No change 800 $136K
Sava Infond d.o.o. 0.02% Reduce -46.7% 800 $135K
Quadrant Capital Group LLC 0.00% No change 800 $135K
AdvisorNet Financial, Inc 0.01% Add +0.1% 757 $128K
Golden State Wealth Management, LLC 0.01% Reduce -2.2% 746 $126K
Parallel Advisors, LLC 0.00% Add +8.8% 744 $126K
LOM Asset Management Ltd 0.04% No change 740 $125K
Activest Wealth Management 0.02% Add +49.4% 708 $120K
Financial Perspectives, Inc 0.03% No change 700 $118K
Fourth Dimension Wealth, LLC 0.04% Reduce -11.1% 689 $116K
Finley Financial, LLC 0.05% No change 675 $114K
GAMMA Investing LLC 0.01% Add +97.3% 667 $113K
Adkins Seale Capital Management LLC 0.11% No change 655 $111K
Winch Advisory Services, LLC 0.03% Reduce -2.7% 653 $110K
Innovative Asset Advisors Group, LLC 0.06% — 644 $109K
Rossby Financial, LCC 0.02% Add +1669.4% 637 $108K
Strive Financial Group ,LLC 0.06% Reduce -6.6% 634 $107K
Wilmington Savings Fund Society, FSB 0.00% No change 628 $106K
Pacific Center for Financial Services 0.03% Add +0.2% 623 $105K
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% No change 600 $101K
MCF Advisors LLC 0.00% No change 600 $101K
Rossmore Private Capital 0.01% No change 599 $101K
Wolff Wiese Magana LLC 0.05% Reduce -30.3% 580 $98K
Wellington-Altus USA Inc. 0.06% No change 510 $97K
Barrett & Company, Inc. 0.03% No change 566 $96K
United Financial Planning Group LLC 0.06% No change 558 $94K
HighMark Wealth Management LLC 0.04% No change 547 $92K
Vermillion Wealth Management, Inc. 0.04% No change 531 $90K
Westfuller Advisors, LLC 0.04% No change 527 $89K
Signaturefd, LLC 0.00% Add +32.0% 516 $87K
Medallion Wealth Advisors, LLC 0.03% No change 510 $86K
Russell Investments Group, Ltd. 0.00% Reduce -32.6% 499 $84K
Plante Moran Financial Advisors, LLC 0.01% Reduce -12.6% 492 $83K
MassMutual Private Wealth & Trust, FSB 0.00% No change 484 $82K
Asset Dedication, LLC 0.01% No change 475 $80K
Realta Investment Advisors 0.03% Reduce -89.6% 456 $77K
SOA Wealth Advisors, LLC. 0.01% No change 454 $77K
Bayban 0.06% No change 432 $73K
Founders Financial Alliance, LLC 0.01% Add +700.0% 424 $72K
Mather Group, Llc. 0.00% New 423 $71K
Dynamic Wealth Strategies, LLC 0.04% No change 422 $71K
Comprehensive Financial Planning, Inc. 0.05% Add +0.2% 419 $71K
Matrix Private Capital Group LLC 0.03% No change 400 $68K
Ramirez Asset Management, Inc. 0.01% No change 400 $68K
Y.D. More Investments Ltd 0.00% No change 385 $65K
Keating Financial Advisory Services, Inc. 0.01% No change 384 $65K
Archer Investment Corp 0.01% No change 379 $64K
Guardian Wealth Advisors, LLC / NC 0.00% New 372 $63K
Rakuten Securities, Inc. 0.02% Add +264.6% 350 $59K
Geneos Wealth Management Inc. 0.00% Reduce -24.7% 348 $59K
Hurley Capital, LLC 0.03% No change 341 $58K
Addison Advisors LLC 0.01% No change 340 $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
Main Management LLC 0.00% No change 300 $51K
Trifecta Capital Advisors, LLC 0.01% Add +9.1% 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% No change 290 $49K
Godfrey Financial Associates, Inc. 0.04% No change 272 $46K
N.E.W. Advisory Services LLC 0.00% No change 272 $46K
Parkside Financial Bank & Trust 0.00% Add +0.4% 267 $45K
Murphy & Mullick Capital Management Corp 0.03% Add +2.3% 265 $45K
HM Payson & Co. 0.00% Add +17.8% 265 $45K
Bogart Wealth, LLC 0.00% No change 262 $44K
Hager Investment Management Services, LLC 0.02% No change 260 $44K
High Note Wealth, LLC 0.01% Add +7.1% 257 $43K
Trust Co. of Toledo NA 0.00% No change 250 $42K
Quintet Private Bank (Europe) S.A. 0.00% No change 250 $42K
Johnson Financial Group, Inc. 0.00% No change 250 $42K
Harbor Asset Planning, Inc. 0.04% No change 248 $42K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 245 $41K
Key Financial Inc 0.01% No change 244 $41K
SHP Wealth Management 0.00% No change 233 $39K
Financial Gravity Asset Management, Inc. 0.01% Add +0.4% 231 $39K
VSM Wealth Advisory, LLC 0.01% No change 228 $38K
Strategic Wealth Advisors LLC 0.03% No change 208 $35K
Angeles Wealth Management, LLC 0.00% No change 207 $35K
Cornerstone Planning Group LLC 0.00% Add +2.0% 206 $35K
Highline Wealth Partners LLC 0.01% Reduce -10.9% 205 $35K
Copia Wealth Management 0.02% No change 204 $34K
Darwin Wealth Management, LLC 0.01% No change 200 $34K
Consultiva Wealth Management, Corp. 0.10% No change 200 $34K
Glen Eagle Advisors, LLC 0.00% No change 197 $33K
Strengthening Families & Communities, LLC 0.01% New 193 $33K
Cordgrass Capital Advisors, LLC 0.01% Reduce -2.1% 189 $32K
Mascoma Wealth Management LLC 0.01% No change 187 $32K
Armstrong Advisory Group, Inc. 0.00% No change 187 $32K
Family Manage LLC 0.00% Reduce -83.3% 184 $31K
Horizon Bancorp Inc. 0.01% 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% No change 175 $30K
Cary Street Partners Financial LLC 0.00% No change 174 $29K
Rosenberg Matthew Hamilton 0.01% No change 162 $27K
Prestige Wealth Management Group LLC 0.01% No change 159 $27K
Dunhill Financial, LLC 0.01% No change 153 $26K
Basepoint Wealth LLC 0.01% Add +0.7% 152 $26K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 150 $25K
CVA Family Office, LLC 0.00% No change 150 $25K
IFG Advisory, LLC 0.07% Reduce -98.8% 139 $23K
Providence Capital Advisors, LLC 0.00% No change 135 $23K
Main Street Group, LTD 0.01% New 130 $22K
SouthState Bank Corp 0.00% No change 128 $22K
Ascentis Independent Advisors 0.00% New 127 $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% No change 121 $20K
Aberdeen Wealth Management LLC 0.01% No change 120 $20K
WPG Advisers, LLC 0.01% No change 117 $20K
Twin Peaks Wealth Advisors, LLC 0.01% New 117 $20K
West Branch Capital LLC 0.01% No change 114 $19K
CBIZ Investment Advisory Services, LLC 0.00% No change 114 $19K
Deutsche Bank AG 0.00% No change 110 $19K
Ascentis Wealth Management, LLC 0.00% No change 106 $18K
Raffa Wealth Management, LLC 0.00% No change 106 $18K
Synergy Investment Management, LLC 0.01% New 106 $18K
Bravera Wealth 0.01% No change 105 $18K
Financial Freedom, LLC 0.01% No change 101 $17K
Southern Michigan Bank & Trust 0.01% — 100 $17K
Vision Retirement, LLC 0.00% No change 100 $17K
Tucker Asset Management LLC 0.00% No change 93 $16K
Lodestone Wealth Management LLC 0.01% No change 87 $15K
Independence Bank of Kentucky 0.00% No change 85 $14K
Winthrop Capital Management, LLC 0.00% No change 81 $14K
Missouri Trust & Investment Co 0.00% New 80 $14K
Princeton Global Asset Management LLC 0.00% No change 80 $14K
Morton Brown Family Wealth, LLC 0.00% No change 79 $13K
Advisortrust Partners, LLC 0.01% New 79 $13K
Sittner & Nelson, LLC 0.00% No change 77 $13K
High Point Wealth Management, LLC 0.01% Reduce -46.0% 75 $13K
Richards, Merrill & Peterson, Inc. 0.00% No change 75 $13K
Centennial Bank 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
Physician Wealth Advisors, Inc. 0.00% Add +4.5% 70 $12K
Hilton Head Capital Partners, LLC 0.01% No change 68 $11K
Creative Capital Management Investments LLC 0.00% No change 68 $11K
Breakwater Investment Management 0.00% No change 63 $11K
Duncker Streett & Co. Inc. 0.00% No change 63 $11K
Gables Capital Management Inc. 0.00% No change 60 $10K
Rialto Wealth Management, LLC 0.00% No change 60 $10K
Resources Management Corp. /CT/ 0.00% No change 57 $10K
Pioneer Family Office, LLC 0.01% No change 55 $9K
Wealth Enhancement Trust Services, Inc. 0.00% No change 55 $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
BankChampaign, National Association 0.01% New 65 $8K
Anfield Capital Management, LLC 0.00% No change 47 $8K
Smartleaf Asset Management LLC 0.00% Add +4800.0% 49 $8K
MTM Investment Management, LLC 0.00% No change 46 $8K
JFS Wealth Advisors, LLC 0.00% No change 45 $8K
Napier Financial, LLC 0.00% New 45 $8K
WealthShield Partners, LLC 0.00% Add +2.3% 44 $7K
Eastern Bank 0.00% Add +34.4% 43 $7K
Motco 0.00% No change 42 $7K
Nova Wealth Management, Inc. 0.00% No change 40 $7K
Powell Investment Advisors, LLC 0.00% No change 40 $7K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 39 $7K
LM Advisors LLC 0.04% No change 1,109 $7K
Cardiff Park Advisors, LLC 0.00% No change 37 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 35 $6K
Tradewinds Capital Management, LLC 0.00% No change 35 $6K
Wagner Wealth 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 $6K
Curio Wealth, LLC 0.00% Reduce -65.5% 30 $5K
Acumen Wealth Advisors, LLC 0.00% No change 30 $5K
Ameritas Investment Partners, Inc. 0.00% No change 30 $5K
Avion Wealth 0.00% New 31 $5K
Richard W. Paul & Associates, LLC 0.00% No change 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
First Community Trust NA 0.00% New 23 $4K
Ameriflex Group, Inc. 0.00% No change 20 $3K
Global Trust Asset Management, LLC 0.00% Reduce -96.6% 20 $3K
American National Bank & Trust 0.00% No change 19 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 20 $3K
Stone House Investment Management, LLC 0.00% New 16 $3K
Barnes Dennig Private Wealth Management LLC 0.00% No change 15 $3K
Millstone Evans Group, LLC 0.00% No change 15 $3K
City Holding Co. 0.00% New 15 $3K
Purpose Unlimited Inc. 0.00% New 15 $3K
Evolution Wealth Management Inc. 0.00% No change 14 $2K
Birchbrook, Inc. 0.00% No change 12 $2K
Hantz Financial Services, Inc. 0.00% Reduce -87.7% 10 $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% No change 9 $2K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 8 $1K
Horizon Investments, LLC 0.00% New 8 $1K
Founders Capital Management 0.00% No change 6 $1K
Covestor Ltd 0.00% Reduce -25.0% 3 $1K
Elevated Capital Advisors, LLC 0.00% No change 4 $675
Root Financial Partners, LLC 0.00% Reduce -82.6% 4 $675
PEAK6 LLC 0.00% New 3 $580
Western Pacific Wealth Management, LP 0.00% No change 3 $511
Nemes Rush Group LLC 0.00% Reduce -88.9% 2 $339
Morse Asset Management, Inc 0.00% No change 2 $338

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