iShares Biotechnology ETFIBBETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 960 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, up 36 from Q1 2026. 103 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($1.3B), Citigroup Inc. ($905.4M) and Morgan Stanley ($631.6M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Biotechnology ETF
- CUSIP
- 464287556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $133.0M |
| Exits | 71 | $128.7M |
All 13F filers, Q1 2026 → Q2 2026: 3,479,624 shares bought and 5,199,575 shares sold, net −1,719,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 960 holders
| Bank of America Corp. | 0.08% | Reduce -5.3% | 6,875,131 | $1.3B |
| Citigroup Inc. | 0.42% | Reduce -7.1% | 4,760,709 | $905.4M |
| Morgan Stanley | 0.03% | Add +19.7% | 3,320,977 | $631.6M |
| BNP Paribas Financial Markets | 0.22% | Reduce -8.7% | 2,217,939 | $421.8M |
| Two Sigma Investments, LP | 0.24% | Add +184.7% | 1,588,107 | $302.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.8% | 1,176,177 | $223.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -8.5% | 1,122,659 | $213.5M |
| Raymond James Financial Inc. | 0.05% | Add +2.0% | 1,050,594 | $199.8M |
| Wells Fargo & Company | 0.03% | Add +20.5% | 1,029,643 | $195.8M |
| Commerce Bank | 0.76% | Add +3.1% | 909,315 | $172.9M |
| UBS Group AG | 0.03% | Add +5.9% | 862,373 | $164.0M |
| LPL Financial LLC | 0.03% | Add +8.9% | 789,395 | $150.1M |
| Royal Bank of Canada | 0.02% | Add +1.7% | 749,649 | $142.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.20% | Add +21.8% | 726,000 | $138.1M |
| Truist Financial Corp. | 0.15% | Add +1.6% | 677,353 | $128.8M |
| WestEnd Advisors, LLC | 2.78% | Add +1.2% | 655,852 | $124.7M |
| Janney Montgomery Scott LLC | 0.24% | Add +0.1% | 653,390 | $124.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -74.4% | 630,190 | $119.6M |
| Barclays PLC | 0.03% | Add +16.8% | 526,245 | $100.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.3% | 314,505 | $59.8M |
| Jefferies Financial Group Inc. | 0.54% | Reduce 0.0% | 302,306 | $57.5M |
| Victory Capital Management Inc. | 0.03% | Add +3.6% | 234,310 | $44.6M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -73.0% | 208,618 | $39.7M |
| Stifel Financial Corp. | 0.03% | Add +11.1% | 174,738 | $33.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +6.9% | 146,356 | $27.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.1% | 137,834 | $26.2M |
| Ameriprise Financial Inc. | 0.01% | Add +13.9% | 131,138 | $25.1M |
| Focus Partners Wealth | 0.02% | Add +2.4% | 126,258 | $24.0M |
| Albion Financial Group | 1.32% | Reduce -0.4% | 119,635 | $22.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 1.05% | No change | 116,115 | $22.1M |
| Cetera Investment Advisers | 0.02% | Reduce -9.9% | 115,804 | $22.0M |
| Osaic Holdings, Inc. | 0.02% | Add +7.4% | 102,066 | $19.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +64.0% | 101,838 | $19.4M |
| Itau Unibanco Holding S.A. | 0.37% | New | 98,876 | $18.8M |
| Investment House LLC | 0.83% | Reduce -1.0% | 96,715 | $18.4M |
| ExodusPoint Capital Management, LP | 0.17% | New | 96,038 | $18.3M |
| Erste Asset Management GmbH | 0.13% | No change | 102,330 | $17.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -7.4% | 88,085 | $16.7M |
| MAI Capital Management | 0.06% | Add +6.0% | 86,701 | $16.5M |
| MML Investors Services, LLC | 0.03% | Reduce -13.5% | 85,623 | $16.3M |
| Assetmark, Inc. | 0.03% | Add +11.2% | 85,289 | $16.2M |
| Appleton Partners Inc. | 0.88% | Add +1.8% | 75,359 | $14.3M |
| Creative Planning | 0.01% | Add +0.6% | 72,878 | $13.9M |
| Factory Mutual Insurance Co. | 0.13% | No change | 71,000 | $13.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -82.3% | 68,971 | $13.1M |
| Bronte Capital Management Pty Ltd. | 1.41% | Reduce -5.0% | 65,807 | $12.5M |
| Cumberland Advisors Inc. | 4.29% | Add +0.4% | 64,018 | $12.2M |
| NTV Asset Management LLC | 1.19% | Add +17.5% | 63,985 | $12.2M |
| Cerity Partners LLC | 0.01% | Reduce -8.7% | 63,694 | $12.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +2.0% | 63,297 | $12.0M |
| Tradition Wealth Management, LLC | 0.72% | Add +3.4% | 62,184 | $11.8M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.95% | Reduce -0.8% | 61,030 | $11.6M |
| SG Americas Securities, LLC | 0.01% | Add +355.1% | 60,345 | $11.5M |
| Horizon Wealth Management, LLC | 1.46% | Add +3376.6% | 60,285 | $11.5M |
| Apella Capital, LLC | 0.16% | Reduce -0.7% | 57,530 | $11.4M |
| Corient Private Wealth LP | 0.01% | Reduce -1.1% | 56,763 | $10.8M |
| Pictet Asset Management Holding SA | 0.01% | Add +23.6% | 54,950 | $10.4M |
| Parker Investment Management, LLC | 1.26% | New | 54,803 | $10.4M |
| Brown Advisory Inc. | 0.02% | Add +2.0% | 54,793 | $10.4M |
| Capital Fund Management S.A. | 0.07% | Reduce -34.6% | 53,145 | $10.1M |
| Reyes Financial Architecture, Inc. | 5.63% | New | 52,885 | $10.1M |
| Waverly Advisors, LLC | 0.06% | Add +128.6% | 52,515 | $10.0M |
| Millennium Management | 0.01% | Add +199.6% | 51,974 | $9.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +12.3% | 51,503 | $9.8M |
| Humankind Investments LLC | 4.55% | No change | 50,000 | $9.5M |
| IFP Advisors, Inc | 0.17% | Add +39.4% | 49,988 | $9.5M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -3.0% | 49,951 | $9.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +27.4% | 48,321 | $9.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +575.7% | 47,278 | $9.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.6% | 47,195 | $9.0M |
| Henshaw Capital LLC | 0.29% | Reduce -60.8% | 47,000 | $8.9M |
| L & S Advisors Inc | 0.91% | New | 46,044 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -35.1% | 46,004 | $8.7M |
| DAVENPORT & Co LLC | 0.04% | Reduce -7.0% | 45,300 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 43,800 | $8.3M |
| Forbes J M & Co. LLP | 0.65% | Reduce -0.7% | 43,371 | $8.2M |
| DAFNA Capital Management LLC | 1.54% | Reduce -31.4% | 42,595 | $8.1M |
| Toth Financial Advisory Corp. | 0.78% | Add +12.7% | 42,261 | $8.0M |
| Neville Rodie & Shaw Inc. | 0.52% | Add +0.3% | 42,002 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +3.9% | 41,899 | $8.0M |
| SP Asset Management LLC | 0.63% | Reduce -0.9% | 41,213 | $7.8M |
| First Interstate Bank | 0.40% | Reduce -1.4% | 40,526 | $7.7M |
| Summit Financial, LLC | 0.08% | Reduce -17.6% | 39,708 | $7.6M |
| Equitable Trust Co. | 0.31% | Add +6.3% | 39,645 | $7.5M |
| MMBG Investment Advisors Co. | 0.57% | Reduce -0.4% | 37,637 | $7.2M |
| Bank of Montreal | 0.00% | Reduce -2.5% | 35,445 | $6.7M |
| Bearing Point Capital, LLC | 0.91% | Add +0.2% | 35,304 | $6.7M |
| Michelson Medical Research Foundation, Inc. | 6.17% | No change | 35,095 | $6.7M |
| Addison Capital Co | 1.07% | Add +4.1% | 34,397 | $6.5M |
| Williams Jones Wealth Management, LLC. | 0.07% | Reduce -3.7% | 33,917 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +18.1% | 33,901 | $6.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -38.4% | 32,336 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -4.5% | 31,528 | $6.0M |
| Colonial Trust Advisors | 0.42% | Reduce -1.7% | 31,392 | $6.0M |
| McCollum Christoferson Group LLC | 1.71% | New | 30,924 | $5.9M |
| Aristides Capital LLC | 1.48% | New | 30,406 | $5.8M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | New | 30,280 | $5.8M |
| Mariner, LLC | 0.01% | Reduce -32.2% | 29,542 | $5.6M |
| Volterra Technologies LP | 3.58% | Add +128.5% | 29,297 | $5.6M |
| Southern Capital Advisors, LLC | 2.30% | Add +2.9% | 29,008 | $5.5M |
| Howard Capital Management Group, LLC | 0.34% | Reduce -1.0% | 28,887 | $5.5M |
| CMH Wealth Management LLC | 0.84% | New | 28,838 | $5.5M |
| Crescent Grove Advisors, LLC | 0.46% | Add +0.8% | 28,620 | $5.4M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -13.1% | 28,054 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.9% | 29,848 | $5.3M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -5.1% | 27,582 | $5.2M |
| Fifth Third Bancorp | 0.01% | Add +0.4% | 27,456 | $5.2M |
| Evergreen Capital Management LLC | 0.09% | Reduce -0.0% | 27,427 | $5.2M |
| Concord Investment Counsel Inc. | 1.42% | Add +0.8% | 27,445 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.7% | 27,208 | $5.2M |
| Blume Capital Management, Inc. | 0.76% | Reduce -1.4% | 27,113 | $5.2M |
| Kera Capital Partners, Inc. | 0.49% | Add +13.8% | 26,886 | $5.1M |
| Harbour Investment Management LLC | 2.47% | Reduce -1.8% | 25,150 | $4.8M |
| Miller Investment Management, LP | 0.44% | Reduce -28.6% | 25,040 | $4.8M |
| Militia Capital Management LLC | 0.83% | No change | 24,100 | $4.6M |
| Chesley Taft & Associates LLC | 0.18% | Add +0.2% | 23,862 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -13.2% | 23,602 | $4.5M |
| Glenmede Trust Co. NA | 0.02% | Reduce -1.5% | 23,600 | $4.5M |
| Gotham Asset Management | 0.01% | Add +4.0% | 23,519 | $4.5M |
| Associated Banc-Corp | 0.11% | Reduce -3.5% | 23,298 | $4.4M |
| Analyst IMS Investment Management Services Ltd. | 0.10% | No change | 23,207 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +7.5% | 22,980 | $4.4M |
| NBT Bank, N.A. | 0.29% | Reduce -3.3% | 22,811 | $4.3M |
| COFG Advisors, LLC | 0.75% | Add +0.6% | 22,768 | $4.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -15.7% | 22,528 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +11.7% | 22,223 | $4.2M |
| Eagle Strategies LLC | 0.42% | Add +5.0% | 22,192 | $4.2M |
| Renaissance Technologies | 0.01% | Add +256.4% | 22,100 | $4.2M |
| Greenline Partners, LLC | 0.42% | Add +28.0% | 21,569 | $4.1M |
| WealthCare Investment Partners, LLC | 0.98% | Add +16.0% | 21,243 | $4.0M |
| Martin & Co. Inc. | 0.62% | Add +0.1% | 21,024 | $4.0M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -0.1% | 20,331 | $3.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.1% | 20,261 | $3.9M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 20,236 | $3.8M |
| Fischer Financial Services, Inc. | 0.96% | Reduce -0.0% | 20,157 | $3.8M |
| &partners | 0.02% | Add +2.5% | 20,111 | $3.8M |
| Independent Financial Group, LLC | 0.07% | Add +24.7% | 20,011 | $3.8M |
| Coastal Bridge Advisors, LLC | 0.24% | Add +1.4% | 20,007 | $3.8M |
| Mission Wealth Management, LP | 0.05% | Add +779.2% | 19,711 | $3.7M |
| Marion Wealth Management | 0.76% | Reduce -2.1% | 19,709 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Add +33.2% | 19,622 | $3.7M |
| Lyell Wealth Management, LP | 0.23% | Add +11.3% | 19,548 | $3.7M |
| Perkins Coie Trust Co | 0.62% | Reduce -1.6% | 19,544 | $3.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +29.3% | 19,367 | $3.7M |
| FMR LLC | 0.00% | Add +1.1% | 18,641 | $3.6M |
| QVT Financial LP | 0.23% | New | 18,497 | $3.5M |
| Keybank National Association | 0.01% | Reduce -1.6% | 18,449 | $3.5M |
| Westside Investment Management, Inc. | 0.46% | Add +0.0% | 18,330 | $3.5M |
| Atria Investments, Inc | 0.03% | Add +5.0% | 17,514 | $3.3M |
| Atlantic Union Bankshares Corp | 0.06% | Add +10.0% | 17,377 | $3.3M |
| Traynor Capital Management, Inc. | 0.15% | Add +30.6% | 17,354 | $3.3M |
| Anderson Hoagland & Co. | 0.25% | Add +16.3% | 17,022 | $3.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.3% | 16,928 | $3.2M |
| Blair William & Co. | 0.01% | Add +14.0% | 16,849 | $3.2M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -8.8% | 16,846 | $3.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -13.0% | 16,839 | $3.2M |
| ArchPoint Investors | 0.67% | No change | 16,750 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.31% | Reduce -2.2% | 16,740 | $3.2M |
| Tudor Investment Corporation | 0.01% | New | 16,732 | $3.2M |
| Brookstone Capital Management | 0.03% | Add +158.8% | 16,689 | $3.2M |
| Bar Harbor Wealth Management | 0.17% | Add +0.4% | 16,535 | $3.1M |
| Bank Pictet & Cie (Europe) AG | 0.06% | No change | 16,280 | $3.1M |
| Sender Co & Partners, Inc. | 1.30% | New | 16,209 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -2.6% | 15,827 | $3.0M |
| Choate Investment Advisors | 0.05% | No change | 15,352 | $2.9M |
| Florin Court Capital LLP | 4.63% | Add +136.5% | 14,900 | $2.8M |
| Avalon Trust Co | 0.17% | Reduce -1.5% | 14,805 | $2.8M |
| BTG Pactual Asset Management US LLC | 0.21% | Reduce -7.5% | 14,799 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +11.5% | 14,753 | $2.8M |
| Captrust Financial Advisors | 0.00% | Add +7.3% | 14,427 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 14,017 | $2.7M |
| Empirical Asset Management, LLC | 0.60% | No change | 13,997 | $2.7M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -1.0% | 13,751 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 13,660 | $2.6M |
| KCM Investment Advisors LLC | 0.08% | Reduce -0.7% | 13,640 | $2.6M |
| Martin Capital Advisors, LLP | 1.34% | No change | 13,419 | $2.6M |
| FAS Wealth Partners, Inc. | 0.13% | Reduce -2.6% | 13,419 | $2.6M |
| CENTRAL TRUST Co | 0.05% | Reduce -0.3% | 13,342 | $2.5M |
| 1ST Source Bank | 0.11% | Reduce -3.6% | 13,311 | $2.5M |
| Valicenti Advisory Services Inc. | 0.48% | Reduce -0.1% | 13,280 | $2.5M |
| Viewpoint Capital Management LLC | 1.29% | Reduce -8.3% | 13,280 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -2.6% | 13,147 | $2.5M |
| Belpointe Asset Management LLC | 0.08% | Add +25.4% | 13,090 | $2.5M |
| Intellectus Partners, LLC | 0.43% | Reduce -1.1% | 12,950 | $2.5M |
| New England Private Wealth Advisors LLC | 0.24% | Add +0.0% | 13,081 | $2.5M |
| Arcadia Wealth Management, Inc. | 1.17% | Reduce -6.3% | 12,914 | $2.5M |
| Texas Yale Capital Corp. | 0.05% | No change | 12,840 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +1.5% | 12,725 | $2.4M |
| Transcend Capital Advisors, LLC | 0.16% | Reduce -0.1% | 12,643 | $2.4M |
| Leuthold Group, LLC | 0.24% | Reduce -4.9% | 12,614 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +1.4% | 12,521 | $2.4M |
| AQR Capital Management | 0.00% | Add +50.4% | 12,417 | $2.4M |
| TD Private Client Wealth LLC | 0.04% | Add +1079.3% | 12,383 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +2.8% | 12,231 | $2.3M |
| Security National Bank of Sioux City Iowa | 0.95% | Add +31.8% | 12,187 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 12,170 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +1.1% | 12,135 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.4% | 11,649 | $2.2M |
| Twin Tree Management, LP | 0.34% | Add +349.7% | 11,620 | $2.2M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.31% | Reduce -5.2% | 11,488 | $2.2M |
| KKM Financial LLC | 0.30% | Add +109.9% | 11,454 | $2.2M |
| Bellwether Advisors, LLC | 0.32% | Reduce -1.3% | 11,441 | $2.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -6.3% | 11,347 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +18.1% | 11,171 | $2.1M |
| Composition Wealth, LLC | 0.02% | Add +0.0% | 11,166 | $2.1M |
| Stegent Equity Advisors, Inc. | 1.51% | Add +27.2% | 11,097 | $2.1M |
| Novak & Powell Financial Services, Inc. | 0.99% | Add +2.6% | 11,077 | $2.1M |
| Burns J W & Co. Inc. | 0.22% | Reduce -2.3% | 10,973 | $2.1M |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.1% | 10,967 | $2.1M |
| Sage Capital Management, LLC | 0.81% | New | 10,923 | $2.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.6% | 10,693 | $2.0M |
| Dakota Wealth Management | 0.04% | Add +2.6% | 10,607 | $2.0M |
| Kanawha Capital Management LLC | 0.13% | Add +7.2% | 10,517 | $2.0M |
| World Investment Advisors | 0.03% | Reduce -2.7% | 11,631 | $2.0M |
| Hoey Investments, Inc. | 0.26% | Add +26.9% | 10,486 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Add +45.5% | 10,434 | $2.0M |
| Strategic Advisory Partners, LLC | 1.40% | Reduce -24.9% | 10,367 | $2.0M |
| Main Street Financial Solutions, LLC | 0.13% | Reduce -0.8% | 10,264 | $2.0M |
| Scotia Capital Inc. | 0.01% | Reduce -0.8% | 10,222 | $1.9M |
| Security National Bank of So Dak | 0.88% | Reduce -0.1% | 10,056 | $1.9M |
| Fsa Wealth Partners, Inc. | 0.48% | New | 10,052 | $1.9M |
| Blue Fin Capital, Inc. | 0.28% | Add +0.3% | 10,021 | $1.9M |
| Garrison Point Advisors, LLC | 0.77% | Reduce -1.6% | 9,944 | $1.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -4.3% | 9,935 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 9,910 | $1.9M |
| Cannell & Spears LLC | 0.03% | No change | 9,843 | $1.9M |
| Avior Wealth Management, LLC | 0.05% | No change | 9,707 | $1.8M |
| Lighthouse Financial LLC | 0.93% | Add +20.5% | 9,470 | $1.8M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 9,175 | $1.7M |
| Audent Global Asset Management, LLC | 1.95% | Reduce -39.6% | 9,167 | $1.7M |
| Moors & Cabot, Inc. | 0.07% | Add +0.9% | 9,121 | $1.7M |
| RS Crum Inc. | 0.32% | Reduce -3.6% | 9,111 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.21% | Reduce -2.4% | 9,050 | $1.7M |
| Arrowroot Family Office, LLC | 0.49% | Add +3.0% | 8,951 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +5.7% | 8,939 | $1.7M |
| Canton Hathaway, LLC | 0.32% | Reduce -12.6% | 8,711 | $1.7M |
| Biltmore Family Office, LLC | 0.22% | No change | 8,704 | $1.7M |
| Telos Capital Management, Inc. | 0.14% | Reduce -7.4% | 8,609 | $1.6M |
| City State Bank | 0.37% | Reduce -1.7% | 8,602 | $1.6M |
| Magnus Financial Group LLC | 0.12% | Add +9.8% | 8,556 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -52.2% | 8,547 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.1% | 8,457 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +0.3% | 8,418 | $1.6M |
| Sanchez Gaunt Capital Management, LLC | 0.89% | Reduce -2.1% | 8,368 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -11.5% | 8,313 | $1.6M |
| Colonial Trust Co / SC | 0.20% | Reduce -5.7% | 8,302 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.5% | 8,246 | $1.6M |
| Busey Bank | 0.04% | No change | 8,223 | $1.6M |
| Acropolis Investment Management, LLC | 0.06% | Reduce -8.0% | 8,187 | $1.6M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -3.4% | 8,118 | $1.5M |
| Pathstone Holdings, LLC | 0.00% | Add +29.4% | 8,071 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -19.9% | 8,039 | $1.5M |
| Tidal Investments LLC | 0.00% | New | 7,952 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -9.3% | 7,937 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -5.1% | 7,930 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +6.0% | 7,882 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.8% | 7,922 | $1.5M |
| Milestone Investment Advisors LLC | 0.32% | Add +6.1% | 7,787 | $1.5M |
| Stephens Inc. | 0.02% | Add +3.8% | 7,737 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.6% | 7,723 | $1.5M |
| Signature Wealth Management Partners, LLC | 0.67% | Reduce -0.6% | 7,606 | $1.4M |
| Tudor Financial Inc. | 0.64% | No change | 7,487 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.26% | Reduce -0.6% | 7,202 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -55.0% | 6,979 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +170.7% | 6,876 | $1.3M |
| Banco Santander, S.A. | 0.01% | New | 6,846 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Add +5.2% | 6,775 | $1.3M |
| Knightsbridge Asset Management, LLC | 0.17% | No change | 6,750 | $1.3M |
| Finer Wealth Management, Inc. | 0.57% | Reduce -15.6% | 6,742 | $1.3M |
| Adell Harriman & Carpenter Inc. | 0.07% | Reduce -8.3% | 6,696 | $1.3M |
| Washington Growth Strategies LLC | 0.71% | No change | 6,694 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +13.4% | 6,666 | $1.3M |
| Westwood Wealth Management | 0.36% | Add +29.4% | 6,600 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.43% | No change | 6,521 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +21.3% | 6,520 | $1.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -0.2% | 6,516 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.6% | 6,448 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +16.4% | 6,407 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +3.3% | 6,402 | $1.2M |
| FIL Ltd | 0.00% | Reduce -18.4% | 6,381 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.9% | 6,379 | $1.2M |
| Harmony Asset Management LLC | 0.32% | Add +17.2% | 6,350 | $1.2M |
| Webster Bank, N. A. | 0.10% | Reduce -3.5% | 6,241 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -10.9% | 6,185 | $1.2M |
| SteelPeak Wealth, LLC | 0.03% | Reduce -1.1% | 6,147 | $1.2M |
| Essex Financial Services, Inc. | 0.06% | Reduce -2.6% | 6,121 | $1.2M |
| Proffitt & Goodson Inc. | 0.16% | Reduce -3.3% | 6,119 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.1% | 6,054 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.8% | 6,013 | $1.1M |
| Simplicity Wealth,LLC | 0.04% | Add +25.7% | 5,864 | $1.1M |
| Ascent Group, LLC | 0.03% | Add +0.8% | 5,805 | $1.1M |
| BigSur Wealth Management LLC | 0.27% | Reduce -27.9% | 5,800 | $1.1M |
| Fidelis Capital Partners, LLC | 0.06% | Add +7.2% | 5,799 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.22% | Reduce -6.8% | 5,794 | $1.1M |
| Focus Financial Network, Inc. | 0.03% | Reduce -8.4% | 5,697 | $1.1M |
| Endowment Wealth Management, Inc. | 0.42% | Reduce -28.9% | 5,691 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -0.9% | 5,612 | $1.1M |
| Kessler Investment Group, LLC | 0.45% | Reduce -2.9% | 5,546 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Reduce -64.2% | 5,525 | $1.1M |
| Knott David M Jr | 0.55% | No change | 5,500 | $1.0M |
| Bailard, Inc. | 0.02% | No change | 5,462 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,383 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.12% | Add +6.1% | 5,377 | $1.0M |
| Means Investment Co., Inc. | 0.08% | Reduce -4.0% | 5,364 | $1.0M |
| Raelipskie Partnership | 0.38% | Reduce -20.9% | 5,280 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.0% | 5,259 | $1.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.12% | Reduce -5.4% | 5,240 | $997K |
| Odyssey Capital Advisors, Inc. | 0.71% | Add +32.0% | 5,197 | $988K |
| Cladis Investment Advisory, LLC | 0.46% | Reduce -1.9% | 5,175 | $984K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -6.8% | 5,168 | $983K |
| Dearborn Partners LLC | 0.06% | Reduce -3.7% | 5,162 | $982K |
| Sharper & Granite LLC | 0.30% | Reduce -0.2% | 5,099 | $970K |
| Point Nemo Capital, LLC | 0.49% | New | 5,097 | $969K |
| Ameritas Advisory Services, LLC | 0.02% | Add +33.1% | 5,096 | $969K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.8% | 5,096 | $969K |
| American State Bank (Iowa) | 0.39% | No change | 5,082 | $967K |
| Ieq Capital, LLC | 0.00% | Reduce -24.6% | 5,062 | $963K |
| Park Avenue Securities LLC | 0.01% | Reduce -30.5% | 5,013 | $953K |
| Harbour Capital Advisors, LLC | 0.17% | Add +2.5% | 4,958 | $952K |
| New Paradigm Capital Management, LLC | 2.03% | New | 5,000 | $951K |
| Alpha Wealth Funds, LLC | 0.59% | New | 5,000 | $948K |
| Baxter Bros Inc. | 0.11% | Add +29.8% | 4,949 | $941K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -0.1% | 4,943 | $940K |
| Smith, Moore & Co. | 0.06% | Reduce -0.6% | 4,924 | $937K |
| Marco Investment Management LLC | 0.06% | No change | 4,916 | $935K |
| Nikulski Financial, Inc. | 0.20% | Add +167.4% | 4,915 | $935K |
| Arax Advisory Partners | 0.01% | Add +195.1% | 4,914 | $935K |
| VestGen Advisors, LLC | 0.03% | Add +14.7% | 4,850 | $922K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,846 | $922K |
| Legacy Edge Advisors, LLC | 0.08% | Add +5.5% | 4,844 | $921K |
| Advantage Trust Co | 0.32% | Add +3.0% | 4,817 | $916K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,781 | $909K |
| HB Wealth Management, LLC | 0.01% | Add +1.9% | 4,771 | $907K |
| Maxele Advisors, LLC | 0.63% | — | 4,755 | $904K |
| Summit Global Investments | 0.05% | Add +35.8% | 4,712 | $896K |
| Regions Financial Corp. | 0.01% | Reduce -5.0% | 4,701 | $894K |
| Whittier Trust Co. | 0.01% | Reduce -3.7% | 4,562 | $891K |
| Philadelphia Investment Partners, LLC | 0.55% | Add +3.5% | 4,665 | $888K |
| Allworth Financial LP | 0.00% | Reduce -3.5% | 4,604 | $876K |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -6.8% | 4,601 | $875K |
| PFG Investments, LLC | 0.03% | Add +8.7% | 4,581 | $871K |
| Decision Investments, Inc. | 0.78% | Add +2.1% | 4,533 | $862K |
| Haverford Trust Co | 0.01% | Reduce -7.5% | 4,470 | $850K |
| Stonebridge Capital Management Inc. | 0.41% | New | 4,455 | $847K |
| Massachusetts Wealth Management | 0.32% | Add +5.3% | 4,446 | $846K |
| Rothschild Investment LLC | 0.03% | Add +0.6% | 4,425 | $842K |
| Midwest Trust Co | 0.01% | Reduce -9.6% | 4,423 | $841K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -4.6% | 4,414 | $839K |
| EFG International AG | 0.02% | Reduce -3.1% | 4,378 | $833K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -8.7% | 4,365 | $830K |
| Fort Sheridan Advisors LLC | 0.09% | Add +1.1% | 4,329 | $823K |
| TCV Trust & Wealth Management, Inc. | 0.06% | No change | 4,295 | $817K |
| Wedbush Securities Inc. | 0.02% | Add +2.6% | 4,235 | $805K |
| Fairvoy Private Wealth, LLC | 0.16% | Reduce -57.6% | 4,226 | $804K |
| Navis Wealth Advisors, LLC | 0.30% | Add +0.0% | 4,210 | $801K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 4,200 | $799K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +5.6% | 4,193 | $798K |
| KFG Wealth Management, LLC | 0.09% | Add +10.6% | 4,160 | $791K |
| Headinvest, LLC | 0.15% | Reduce -0.5% | 4,156 | $790K |
| Shepherd Financial Partners LLC | 0.06% | Add +0.5% | 4,130 | $786K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -27.4% | 4,088 | $777K |
| MSH Capital Advisors LLC | 0.14% | New | 4,088 | $777K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -9.6% | 4,083 | $776K |
| Nvwm, LLC | 0.16% | Reduce -15.6% | 4,072 | $774K |
| Aft, Forsyth & Company, Inc. | 0.37% | Reduce -3.1% | 4,017 | $764K |
| GeoWealth Management, LLC | 0.02% | Add +23.8% | 4,017 | $764K |
| Capital Management Associates | 0.98% | No change | 4,000 | $761K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -0.8% | 3,996 | $760K |
| Clarity Wealth Advisors, LLC | 0.13% | Reduce -17.3% | 3,994 | $760K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +1.0% | 3,992 | $759K |
| Core Wealth Partners LLC | 0.32% | No change | 3,989 | $759K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.5% | 3,985 | $758K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -4.7% | 3,957 | $753K |
| Harrell Investment Partners, LLC | 0.16% | Reduce -1.6% | 3,957 | $753K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +0.0% | 3,906 | $743K |
| CreativeOne Wealth, LLC | 0.02% | New | 3,897 | $741K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | No change | 3,877 | $737K |
| VERITY Wealth Advisors | 0.44% | Reduce -21.9% | 3,860 | $734K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.3% | 3,833 | $729K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -10.7% | 3,829 | $728K |
| Pines Wealth Management, LLC | 0.21% | Add +6.3% | 3,793 | $721K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +28.3% | 3,743 | $712K |
| Community Financial Services Group, LLC | 0.10% | Reduce -2.4% | 3,716 | $706K |
| Krilogy Financial LLC | 0.02% | Add +2.6% | 3,707 | $705K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 3,700 | $704K |
| AlphaCore Capital LLC | 0.01% | Reduce -21.8% | 3,688 | $701K |
| Wellington Shields Capital Management, LLC | 0.09% | Add +40.2% | 3,660 | $696K |
| Kintra Wealth, LLC | 0.04% | Reduce -2.7% | 3,479 | $692K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +2.9% | 3,610 | $687K |
| Middleton & Co. Inc. | 0.07% | No change | 3,600 | $685K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -19.8% | 3,572 | $679K |
| Magnolia Capital Advisors LLC | 0.12% | Reduce -0.6% | 3,565 | $678K |
| Wedmont Private Capital | 0.02% | Reduce -16.8% | 3,527 | $677K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.9% | 3,558 | $677K |
| TrinityBridge Ltd | 0.02% | Add +38.9% | 3,535 | $672K |
| Creekside Partners | 0.24% | Reduce -2.5% | 3,527 | $671K |
| Titleist Asset Management, LLC | 0.04% | Add +8.0% | 3,514 | $668K |
| Destiny Wealth Partners, LLC | 0.09% | Reduce -78.0% | 3,580 | $667K |
| Chelsea Counsel Co. | 0.28% | Reduce -7.9% | 3,500 | $666K |
| Financial Concepts Unlimited, Inc. | 0.52% | Add +1.3% | 3,477 | $661K |
| Glassman Wealth Services | 0.08% | Add +2.3% | 3,476 | $661K |
| Capstone Wealth Management Group, Inc. | 0.40% | — | 3,449 | $656K |
| Banque Transatlantique SA | 0.01% | New | 3,447 | $656K |
| Caprock Group, LLC | 0.01% | New | 3,437 | $654K |
| Chemistry Wealth Management LLC | 0.11% | No change | 3,436 | $654K |
| Choreo, LLC | 0.01% | Add +18.5% | 3,403 | $647K |
| First International Bank of Israel Ltd. | 0.18% | Add +6.0% | 3,394 | $645K |
| Abbot Financial Management, Inc. | 0.24% | Reduce -1.0% | 3,384 | $644K |
| Andrews Advisory Associates, LLC | 0.31% | No change | 3,381 | $643K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 3,362 | $640K |
| Savant Capital, LLC | 0.00% | New | 3,345 | $636K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,300 | $628K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | Reduce -1.7% | 3,288 | $625K |
| Larson Financial Group LLC | 0.02% | Add +4.2% | 3,264 | $621K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.4% | 3,258 | $620K |
| Kelman-Lazarov, Inc. | 0.08% | Add +0.0% | 3,258 | $620K |
| My Personal CFO, LLC | 0.24% | No change | 3,240 | $616K |
| Benjamin Edwards Inc. | 0.01% | Reduce -79.7% | 3,231 | $614K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -2.9% | 3,206 | $610K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -1.6% | 3,202 | $609K |
| Walleye Capital LLC | 0.00% | New | 3,202 | $609K |
| Vise Technologies, Inc. | 0.01% | Add +6.2% | 3,202 | $609K |
| Rockingstone Advisors LLC | 0.24% | Add +3.2% | 3,185 | $606K |
| Lansing Street Advisors | 0.13% | New | 3,123 | $594K |
| Coastwise Capital Group, LLC | 0.35% | Add +0.0% | 3,123 | $594K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,992 | $593K |
| King Wealth Management Group | 0.06% | No change | 3,102 | $590K |
| Thayer Partners, LLC / MA | 0.24% | Reduce -0.9% | 3,101 | $590K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +1966.7% | 3,100 | $590K |
| Flagship Private Wealth, LLC | 0.21% | No change | 3,091 | $588K |
| Burke & Herbert Bank & Trust Co. | 0.15% | Reduce -8.1% | 3,085 | $587K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -8.0% | 3,085 | $587K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -1.0% | 3,071 | $584K |
| Maltin Wealth Management, Inc. | 0.20% | Add +1.3% | 3,068 | $584K |
| Liberty Wealth Management LLC | 0.07% | No change | 3,447 | $582K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.7% | 3,058 | $582K |
| GC Wealth Management RIA, LLC | 0.03% | New | 3,019 | $574K |
| Oakworth Capital, Inc. | 0.03% | Add +0.2% | 3,018 | $574K |
| Wesbanco Bank Inc. | 0.01% | Reduce -74.2% | 3,000 | $571K |
| Lanark Financial, Inc. | 0.04% | Reduce -1.4% | 2,994 | $569K |
| Carbahal Olsen Financial Services Group, LLC | 0.39% | Reduce -4.4% | 2,989 | $569K |
| Fiduciary Trust Co | 0.01% | Reduce -3.6% | 2,970 | $565K |
| Bravias Capital Group, LLC | 0.33% | Add +25.9% | 2,956 | $562K |
| Peregrine Asset Advisers, Inc. | 0.12% | No change | 2,916 | $555K |
| Outlook Wealth Advisors, LLC | 0.12% | Add +33.9% | 2,889 | $552K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 2,887 | $549K |
| Spire Wealth Management | 0.02% | Reduce -0.1% | 2,875 | $547K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.2% | 2,872 | $546K |
| Triangle Securities Wealth Management | 0.11% | Reduce -0.3% | 2,868 | $545K |
| Nwam LLC | 0.03% | Add +103.5% | 2,865 | $545K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.2% | 2,840 | $540K |
| Pacific Sun Financial Corp | 0.22% | Reduce -17.5% | 2,833 | $539K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -5.0% | 2,821 | $537K |
| Wick Capital Partners, LLC | 0.08% | New | 832 | $533K |
| Kesler, Norman & Wride, LLC | 0.08% | Add +3.1% | 2,797 | $532K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 2,796 | $532K |
| Kiley Juergens Wealth Management, LLC | 0.08% | No change | 2,795 | $532K |
| Navellier & Associates Inc. | 0.04% | New | 2,794 | $531K |
| Brandywine Oak Private Wealth LLC | 0.04% | Add +0.4% | 2,785 | $530K |
| Wescott Financial Advisory Group, LLC | 0.04% | Reduce -0.1% | 2,769 | $527K |
| Clare Market Investments LLC | 0.10% | Reduce -5.0% | 2,760 | $525K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +2.8% | 2,749 | $523K |
| Meridian Investment Counsel Inc. | 0.11% | No change | 2,734 | $520K |
| Certuity, LLC | 0.03% | Reduce -0.7% | 2,732 | $520K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,722 | $518K |
| Prospera Financial Services Inc | 0.01% | Add +0.6% | 2,715 | $516K |
| HCR Wealth Advisors | 0.05% | No change | 2,712 | $516K |
| Heritage Investment Group, Inc. | 0.07% | No change | 2,675 | $509K |
| Wealth Management Partners, LLC | 0.12% | Add +0.2% | 2,672 | $508K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Reduce -2.9% | 2,670 | $508K |
| Marotta Asset Management | 0.08% | No change | 2,649 | $504K |
| Clearstead Advisors, LLC | 0.00% | Add +15.6% | 2,640 | $502K |
| Sowell Financial Services LLC | 0.02% | Add +7.6% | 2,639 | $502K |
| Phillips Wealth Planners LLC | 0.37% | Add +5.1% | 2,520 | $500K |
| Simmons Bank | 0.03% | Reduce -1.9% | 2,625 | $499K |
| Group One Trading LLC | 0.01% | New | 2,622 | $499K |
| Valley National Advisers Inc. | 0.06% | No change | 2,621 | $498K |
| PFG Advisors | 0.03% | Reduce -6.8% | 2,617 | $498K |
| Montag A & Associates Inc. | 0.02% | Reduce -0.4% | 2,600 | $494K |
| Chancellor Financial Group WB LP | 0.31% | No change | 2,599 | $494K |
| Investmark Advisory Group LLC | 0.19% | Add +0.0% | 2,597 | $494K |
| Coppell Advisory Solutions LLC | 0.04% | New | 60 | $493K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 2,572 | $489K |
| Kovack Advisors, Inc. | 0.02% | Reduce -11.8% | 2,551 | $485K |
| Triumph Capital Management | 0.09% | Reduce -32.9% | 2,532 | $482K |
| Beckerman Institutional, LLC | 0.23% | No change | 2,528 | $481K |
| Courier Capital LLC | 0.02% | No change | 2,517 | $479K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.7% | 2,517 | $479K |
| Brighton Jones LLC | 0.01% | Reduce -2.0% | 2,491 | $474K |
| Gsa Capital Partners LLP | 0.03% | New | 2,481 | $472K |
| Grant Private Wealth Management Inc | 0.20% | Reduce -6.8% | 2,481 | $472K |
| RB Capital Management, LLC | 0.10% | No change | 2,473 | $470K |
| Continuum Advisory, LLC | 0.04% | Reduce -19.0% | 2,468 | $469K |
| Timbuktu Capital Management, LLC | 0.70% | — | 2,439 | $464K |
| Accredited Investors Inc. | 0.02% | New | 2,426 | $461K |
| Carter Financial Group, INC. | 0.24% | Add +2.2% | 2,423 | $461K |
| Citizens Financial Group Inc. | 0.01% | Reduce -22.5% | 2,412 | $459K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -17.6% | 2,405 | $457K |
| Carret Asset Management, LLC | 0.04% | Reduce -1.8% | 2,404 | $457K |
| Warner Financial, Inc. | 0.13% | No change | 2,379 | $452K |
| Berger Financial Group, Inc | 0.02% | Reduce -7.6% | 2,364 | $450K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +34.0% | 2,363 | $449K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.1% | 2,360 | $449K |
| Gerald Baker Financial Group LLC | 0.13% | No change | 2,355 | $448K |
| Fisher Asset Management | 0.00% | Add +3.1% | 2,339 | $445K |
| Flputnam Investment Management Co. | 0.01% | Add +16.3% | 2,441 | $443K |
| Jacobi Capital Management LLC | 0.02% | No change | 2,321 | $441K |
| Cassady Wealth & Retirement Planning, LLC | 0.20% | No change | 2,317 | $441K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -10.8% | 2,314 | $440K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.0% | 2,301 | $438K |
| Bigelow Investment Advisors, LLC | 0.16% | Reduce -21.8% | 2,292 | $436K |
| MinichMacGregor Wealth Management, LLC | 0.07% | New | 2,290 | $436K |
| Keystone Financial Group | 0.03% | Reduce -3.2% | 2,282 | $434K |
| AE Wealth Management LLC | 0.00% | Add +25.9% | 2,282 | $434K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.4% | 2,271 | $432K |
| Interchange Capital Partners, LLC | 0.08% | New | 2,256 | $429K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +4.6% | 2,249 | $428K |
| IFG Advisory, LLC | 0.01% | Add +1512.2% | 2,241 | $426K |
| Everett Harris & Co. | 0.01% | No change | 2,235 | $425K |
| Neumann Capital Management, LLC | 0.28% | Reduce -0.5% | 2,226 | $423K |
| Procyon Advisors, LLC | 0.02% | No change | 2,210 | $420K |
| SlateStone Wealth, LLC | 0.03% | Reduce -18.7% | 2,180 | $415K |
| SFE Investment Counsel | 0.06% | Reduce -1.7% | 2,131 | $405K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,126 | $404K |
| Vanguard Capital Wealth Advisors | 0.27% | New | 2,125 | $404K |
| Financial Solutions Advisory Group, Inc. | 0.05% | No change | 2,031 | $401K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +17.5% | 2,018 | $398K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -1.4% | 2,087 | $397K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -8.0% | 2,084 | $396K |
| CX Institutional | 0.01% | Reduce -5.1% | 2,080 | $396K |
| Chapin Davis, Inc. | 0.07% | No change | 2,077 | $395K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,074 | $395K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.5% | 2,074 | $394K |
| International Assets Investment Management, LLC | 0.02% | Add +6.3% | 2,074 | $394K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -11.8% | 2,066 | $393K |
| Welch & Forbes LLC | 0.00% | No change | 2,057 | $391K |
| Altfest L J & Co. Inc. | 0.04% | No change | 2,051 | $390K |
| Beck Capital Management, LLC | 0.07% | Add +2.4% | 2,050 | $390K |
| HUB Investment Partners, LLC | 0.01% | Add +17.3% | 2,030 | $386K |
| Bay Rivers Group | 0.13% | Reduce -4.5% | 2,026 | $385K |
| 10Elms LLP | 0.17% | No change | 2,025 | $385K |
| Global Assets Advisory, LLC | 0.08% | Add +16.0% | 2,020 | $384K |
| National Bank of Canada | 0.00% | Reduce -4.2% | 2,029 | $383K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -6.2% | 2,015 | $383K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 2,000 | $381K |
| Dale Q Rice Investment Management Ltd | 0.21% | Reduce -14.3% | 2,003 | $381K |
| Merrion Investment Management Co, LLC | 0.18% | No change | 2,000 | $380K |
| Elk River Wealth Management LLC | 0.06% | No change | 1,990 | $378K |
| M&T Bank Corp | 0.00% | Add +6.4% | 1,990 | $378K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 1,986 | $378K |
| Compound Planning, Inc. | 0.01% | Reduce -1.2% | 1,986 | $378K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,978 | $376K |
| Xcelsior Advisor Partners LLC | 0.05% | New | 1,961 | $373K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.4% | 1,952 | $371K |
| Parcion Private Wealth LLC | 0.02% | No change | 1,940 | $369K |
| NorthRock Partners, LLC | 0.01% | Add +51.8% | 1,940 | $369K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,929 | $367K |
| Dover Advisors, LLC | 0.15% | Add +2.6% | 2,173 | $367K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.1% | 1,904 | $362K |
| Banque Cantonale Vaudoise | 0.02% | No change | 1,905 | $362K |
| Calton & Associates, Inc. | 0.05% | Reduce -63.7% | 1,900 | $361K |
| Sculati Wealth Management, LLC | 0.12% | No change | 1,895 | $360K |
| Regent Peak Wealth Advisors LLC | 0.07% | No change | 1,887 | $359K |
| CoreCap Advisors, LLC | 0.01% | Add +15.7% | 1,874 | $356K |
| NCM Capital Management, LLC | 0.11% | No change | 1,865 | $355K |
| MTM Financial Group, LLC | 0.15% | Reduce -3.2% | 1,857 | $353K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | No change | 1,875 | $353K |
| Mgo One Seven LLC | 0.01% | New | 1,853 | $352K |
| Virtue Asset Management LLC | 0.25% | New | 1,846 | $351K |
| RFG Advisory, LLC | 0.01% | New | 1,837 | $349K |
| First Merchants Corp. | 0.01% | Reduce -1.5% | 1,810 | $344K |
| Mascagni Wealth Management, Inc. | 0.21% | Add +0.1% | 1,807 | $344K |
| Brick & Kyle, Associates | 0.11% | No change | 2,029 | $343K |
| ESL Trust Services, LLC | 0.06% | No change | 1,800 | $342K |
| Bluespring Wealth Management, LLC | 0.01% | New | 1,795 | $341K |
| PAX Financial Group, LLC | 0.05% | Reduce -19.2% | 1,789 | $340K |
| FNY Investment Advisers, LLC | 0.12% | New | 1,791 | $340K |
| Global Retirement Partners, LLC | 0.01% | — | 1,782 | $339K |
| Western Wealth Management, LLC | 0.01% | Add +8.4% | 1,771 | $337K |
| Bank of New Hampshire | 0.07% | Reduce -8.5% | 1,767 | $336K |
| Asset Management Group, Inc. | 0.05% | No change | 1,756 | $334K |
| Green Ridge Wealth Planning LLC | 0.14% | No change | 1,750 | $333K |
| Heritage Wealth Advisors | 0.01% | No change | 1,750 | $333K |
| SeaBridge Investment Advisors LLC | 0.05% | Reduce -21.7% | 1,742 | $331K |
| Principal Securities, Inc. | 0.00% | Reduce -42.5% | 1,735 | $330K |
| Money Concepts Capital Corp. | 0.02% | Add +12.3% | 1,735 | $330K |
| Retirement Planning Co of New England, Inc. | 0.12% | Reduce -2.9% | 1,720 | $327K |
| LCNB Corp. | 0.10% | Add +4.6% | 1,720 | $327K |
| Moneco Advisors, LLC | 0.02% | Add +8.9% | 1,717 | $327K |
| Ancora Advisors LLC | 0.01% | Reduce -3.9% | 1,712 | $326K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.8% | 1,711 | $325K |
| RPS Advisory Solutions LLC | 0.22% | Reduce -1.4% | 1,711 | $325K |
| IHT Wealth Management, LLC | 0.01% | Add +2.4% | 1,710 | $325K |
| John G Ullman & Associates Inc. | 0.04% | No change | 1,700 | $323K |
| Spinnaker Investment Group, LLC | 0.05% | No change | 1,695 | $322K |
| Rehmann Capital Advisory Group | 0.01% | No change | 1,693 | $322K |
| Red Door Wealth Management, LLC | 0.03% | Add +1.0% | 1,682 | $320K |
| Byrne Asset Management LLC | 0.17% | Reduce -1.9% | 1,674 | $318K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.3% | 1,668 | $317K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.7% | 1,646 | $313K |
| Ignite Planners, LLC | 0.04% | No change | 1,644 | $313K |
| First Nebraska Trust Co | 0.03% | Reduce -1.2% | 1,634 | $311K |
| Millennium Capital Advisors, LLC | 0.17% | No change | 1,633 | $311K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +18.9% | 1,627 | $310K |
| Argent Trust Co | 0.01% | Reduce -5.5% | 1,618 | $308K |
| PACK Private Wealth, LLC | 0.13% | No change | 1,614 | $307K |
| Bond & Devick Financial Network, Inc. | 0.08% | Add +14.3% | 1,604 | $305K |
| Verition Fund Management LLC | 0.00% | New | 1,602 | $305K |
| Oxler Private Wealth LLC | 0.09% | No change | 1,597 | $304K |
| UMB Bank, n.a. | 0.00% | No change | 1,585 | $301K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | Reduce -6.3% | 1,576 | $300K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -6.0% | 1,571 | $299K |
| Ssi Investment Management LLC | 0.10% | Reduce -95.7% | 1,567 | $298K |
| XML Financial, LLC | 0.02% | New | 1,555 | $296K |
| Vance Wealth, LLC | 0.07% | No change | 1,552 | $295K |
| Apriem Advisors | 0.03% | No change | 1,545 | $294K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -10.7% | 1,546 | $293K |
| HSBC Holdings PLC | 0.00% | Reduce -57.4% | 1,541 | $293K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -27.0% | 1,540 | $293K |
| Juno Financial Group LLC | 0.10% | No change | 1,537 | $292K |
| HBW Advisory Services LLC | 0.03% | Reduce -3.6% | 1,536 | $292K |
| Regal Investment Advisors LLC | 0.02% | No change | 1,533 | $292K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,530 | $291K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -0.1% | 1,518 | $289K |
| IFC Advisors LLC | 0.04% | No change | 1,513 | $288K |
| City Holding Co. | 0.03% | Add +9946.7% | 1,507 | $287K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -13.8% | 1,489 | $286K |
| Broyhill Asset Management, LLC | 0.25% | No change | 1,500 | $285K |
| Vision Capital Management, Inc. | 0.03% | No change | 1,500 | $285K |
| Sovran Advisors, LLC | 0.02% | No change | 1,490 | $284K |
| Platform Technology Partners | 0.05% | No change | 1,492 | $284K |
| Community Bank, N.A. | 0.03% | Add +5.2% | 1,483 | $282K |
| Anchor Investment Management, LLC | 0.02% | Reduce -16.4% | 1,475 | $281K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 1,417 | $280K |
| Objective Capital Management, LLC | 0.25% | Reduce -19.2% | 1,467 | $279K |
| Sargent Investment Group, LLC | 0.03% | No change | 1,449 | $276K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 1,446 | $275K |
| TritonPoint Partners, LLC | 0.02% | New | 1,446 | $275K |
| Syon Capital LLC | 0.01% | Add +0.2% | 1,434 | $273K |
| Castle Rock Wealth Management, LLC | 0.05% | Reduce -1.8% | 1,430 | $272K |
| PW Nova Financial Services LLC | 0.06% | Reduce -0.2% | 1,428 | $272K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -15.2% | 1,399 | $266K |
| GTS Securities LLC | 0.01% | Reduce -61.9% | 1,399 | $266K |
| Daymark Wealth Partners, LLC | 0.01% | Add +12.2% | 1,376 | $262K |
| Marathon Capital Management | 0.05% | Reduce -48.1% | 1,375 | $262K |
| South Shore Capital Advisors | 0.17% | Reduce -6.1% | 1,375 | $261K |
| Hikari Tsushin, Inc. | 0.02% | No change | 1,373 | $261K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -4.1% | 1,370 | $261K |
| William John Sempolinski | 0.11% | Add +8.1% | 1,368 | $260K |
| Caldwell Trust Co | 0.02% | No change | 1,368 | $260K |
| Empower Advisory Group, LLC | 0.00% | Add +1.3% | 1,351 | $257K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 1,350 | $257K |
| Beck Bode, LLC | 0.04% | Add +3.5% | 1,350 | $257K |
| Mechanics Bank Trust Department | 0.03% | Reduce -28.0% | 1,350 | $257K |
| Worth Financial Advisory Group, LLC | 0.11% | New | 1,347 | $256K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,344 | $256K |
| StoneX Group Inc. | 0.01% | Reduce -59.3% | 1,339 | $255K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -9.3% | 1,335 | $254K |
| Elm3 Financial Group, LLC | 0.17% | New | 1,330 | $253K |
| Kaydan Wealth Management, Inc. | 0.08% | Add +0.6% | 1,312 | $250K |
| Matisse Capital | 0.10% | No change | 1,311 | $249K |
| Stonebridge Financial Group, LLC | 0.03% | — | 1,305 | $248K |
| Circle Wealth Management, LLC | 0.00% | No change | 1,302 | $248K |
| Madrona Financial Services, LLC | 0.05% | Reduce -0.5% | 1,294 | $246K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.8% | 1,291 | $246K |
| Wellington Shields & Co., LLC | 0.06% | Add +43.3% | 1,290 | $245K |
| Ellsworth Advisors, LLC | 0.04% | No change | 1,276 | $242K |
| Register Financial Advisors LLC | 0.07% | Add +29.6% | 1,268 | $241K |
| RDA Financial Network | 0.05% | Reduce -2.1% | 1,268 | $241K |
| North Star Investment Management Corp. | 0.01% | Reduce -6.2% | 1,263 | $240K |
| Pettyjohn, Wood & White, Inc. | 0.03% | Reduce -0.4% | 1,260 | $240K |
| HighPoint Advisor Group LLC | 0.01% | No change | 1,245 | $237K |
| Savvy Advisors, Inc. | 0.01% | New | 1,239 | $236K |
| Keudell/Morrison Wealth Management | 0.04% | No change | 1,235 | $235K |
| Samalin Investment Counsel, LLC | 0.08% | Add +0.1% | 1,232 | $234K |
| Vista Investment Management | 0.07% | No change | 1,230 | $234K |
| Edge Wealth Management LLC | 0.04% | No change | 1,227 | $233K |
| Fairfield, Bush & Co. | 0.11% | New | 1,223 | $233K |
| LightSquare Wealth Management, LLC | 0.16% | No change | 1,217 | $232K |
| First Horizon Corp. | 0.01% | Reduce -40.4% | 1,217 | $231K |
| TriCert Investment Counsel Inc. | 0.02% | — | 1,215 | $231K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 1,215 | $231K |
| TCP Asset Management, LLC | 0.03% | Add +0.8% | 1,214 | $231K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 1,213 | $231K |
| Sterling Investment Counsel, LLC | 0.05% | Reduce -6.6% | 1,211 | $230K |
| Alerus Financial NA | 0.01% | No change | 1,206 | $229K |
| One Capital Management, LLC | 0.01% | No change | 1,356 | $229K |
| Modern Wealth Management, LLC | 0.00% | No change | 1,204 | $229K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 1,200 | $228K |
| Portland Global Advisors LLC | 0.02% | No change | 1,200 | $228K |
| Aureus Asset Management, LLC | 0.01% | No change | 1,200 | $228K |
| Union Savings Bank | 0.09% | No change | 1,200 | $228K |
| Selective Wealth Management, Inc. | 0.06% | New | 1,200 | $228K |
| Next Level Private LLC | 0.04% | No change | 1,193 | $227K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 1,187 | $226K |
| Embree Financial Group | 0.02% | Add +0.1% | 1,187 | $226K |
| Edgestream Partners, L.P. | 0.01% | New | 1,181 | $225K |
| Clearbridge Investments, LLC | 0.00% | New | 1,180 | $224K |
| Integrated Advisors Network LLC | 0.01% | Reduce -46.2% | 1,180 | $224K |
| Founders Financial Alliance, LLC | 0.03% | Add +177.6% | 1,177 | $224K |
| Leigh Baldwin & Co., LLC | 0.12% | New | 1,176 | $224K |
| ASL Financial, LLC | 0.16% | Reduce -2.1% | 1,175 | $223K |
| Brookwood Investment Group LLC | 0.03% | New | 1,175 | $223K |
| EPG Wealth Management LLC | 0.05% | No change | 1,175 | $223K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,170 | $223K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | New | 1,163 | $221K |
| Total Investment Management Inc. | 0.02% | New | 1,178 | $220K |
| Orca Wealth Management, LLC | 0.13% | New | 1,143 | $217K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 1,142 | $217K |
| Atlas Private Wealth Advisors | 0.05% | New | 1,140 | $217K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | New | 1,140 | $217K |
| Rockport Wealth LLC | 0.04% | New | 1,137 | $216K |
| Schnieders Capital Management, Llc. | 0.03% | New | 1,134 | $216K |
| Broadleaf Partners, LLC | 0.04% | New | 1,133 | $215K |
| Keystone Wealth Services, LLC | 0.04% | New | 1,128 | $214K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.0% | 1,127 | $214K |
| Gilman Hill Asset Management, LLC | 0.03% | New | 1,125 | $214K |
| Harbour Trust & Investment Management Co | 0.02% | New | 1,125 | $214K |
| Greenleaf Trust | 0.00% | New | 1,124 | $214K |
| Seed Wealth Management, Inc. | 0.13% | New | 1,115 | $212K |
| Prism Advisors, Inc. | 0.05% | New | 1,115 | $212K |
| Parsons Capital Management Inc. | 0.01% | Reduce -92.4% | 1,115 | $212K |
| Whitener Capital Management, Inc. | 0.04% | New | 1,110 | $211K |
| Lee Financial Co | 0.03% | New | 1,110 | $211K |
| Essex LLC | 0.03% | Reduce -16.9% | 1,106 | $210K |
| Bangor Savings Bank | 0.02% | No change | 1,099 | $209K |
| Passive Capital Management, LLC. | 0.07% | No change | 1,238 | $209K |
| Investment Partners, LTD. | 0.06% | New | 1,090 | $207K |
| Bokf, NA | 0.00% | No change | 1,087 | $207K |
| Ballentine Partners, LLC | 0.00% | New | 1,080 | $205K |
| Mainstream Capital Management LLC | 0.12% | New | 1,076 | $205K |
| Keebeck Wealth Management | 0.02% | Reduce -10.9% | 1,075 | $204K |
| Venture Visionary Partners LLC | 0.01% | New | 1,073 | $204K |
| Greykasell Wealth Strategies, Inc. | 0.07% | No change | 1,064 | $202K |
| Betterment LLC | 0.00% | Reduce -19.6% | 1,064 | $202K |
| Journey Advisory Group, LLC | 0.02% | New | 1,062 | $202K |
| Baldwin Wealth Partners LLC | 0.01% | New | 1,057 | $201K |
| Hilltop Partners LLC | 0.05% | New | 1,056 | $201K |
| WJ Financial Advisors LLC | 0.15% | New | 1,054 | $200K |
| Retirement Income Solutions, Inc. | 0.03% | No change | 1,186 | $200K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,050 | $200K |
| Portfolio Resources Advisor Group, Inc. | 0.17% | Add +6.7% | 1,037 | $197K |
| Blue Trust, Inc. | 0.00% | Reduce -0.1% | 981 | $187K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 978 | $186K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 975 | $185K |
| Parallel Advisors, LLC | 0.00% | Add +30.4% | 970 | $185K |
| Quaker Wealth Management, LLC | 0.05% | No change | 970 | $185K |
| Centaurus Financial, Inc. | 0.01% | Add +4.5% | 944 | $180K |
| CDKV Holdings LLC | 0.14% | Reduce -0.4% | 918 | $175K |
| Minot DeBlois Advisors LLC | 0.14% | No change | 850 | $162K |
| Bessemer Group Inc. | 0.00% | No change | 829 | $158K |
| Innovative Asset Advisors Group, LLC | 0.07% | Add +27.2% | 819 | $156K |
| Sava Infond d.o.o. | 0.01% | No change | 800 | $152K |
| Smithfield Trust Co | 0.01% | No change | 800 | $152K |
| AdvisorNet Financial, Inc | 0.01% | No change | 757 | $144K |
| LOM Asset Management Ltd | 0.04% | No change | 740 | $141K |
| Activest Wealth Management | 0.03% | No change | 708 | $135K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -5.4% | 706 | $134K |
| Financial Perspectives, Inc | 0.03% | No change | 700 | $133K |
| Finley Financial, LLC | 0.05% | No change | 675 | $128K |
| GAMMA Investing LLC | 0.00% | No change | 667 | $127K |
| Adkins Seale Capital Management LLC | 0.11% | No change | 655 | $125K |
| Cape Investment Advisory, Inc. | 0.03% | New | 654 | $124K |
| Winch Advisory Services, LLC | 0.03% | No change | 653 | $124K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 628 | $119K |
| Pacific Center for Financial Services | 0.03% | No change | 623 | $119K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 613 | $117K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 609 | $116K |
| McMillan Office, Inc. | 0.01% | No change | 600 | $114K |
| Quintet Private Bank (Europe) S.A. | 0.01% | Add +140.0% | 600 | $114K |
| MCF Advisors LLC | 0.00% | No change | 600 | $114K |
| Rossmore Private Capital | 0.01% | No change | 599 | $114K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +20.1% | 591 | $112K |
| Strive Financial Group ,LLC | 0.05% | Reduce -7.4% | 587 | $112K |
| Alpine Bank Wealth Management | 0.01% | New | 585 | $111K |
| Signaturefd, LLC | 0.00% | Add +11.6% | 576 | $110K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -17.3% | 570 | $108K |
| Barrett & Company, Inc. | 0.03% | No change | 566 | $108K |
| Private Trust Co. NA | 0.01% | Reduce -42.2% | 558 | $106K |
| Howe & Rusling Inc. | 0.01% | Reduce -45.1% | 556 | $106K |
| HighMark Wealth Management LLC | 0.03% | No change | 547 | $104K |
| IMA Advisory Services, Inc. | 0.01% | New | 541 | $103K |
| First Bancorp, Inc | 0.04% | New | 539 | $103K |
| Westfuller Advisors, LLC | 0.04% | No change | 527 | $100K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 510 | $97K |
| Asset Dedication, LLC | 0.01% | Add +3.2% | 490 | $93K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 484 | $92K |
| Wellington-Altus USA Inc. | 0.06% | No change | 510 | $86K |
| Buck Wealth Strategies, LLC | 0.01% | New | 452 | $86K |
| Realta Investment Advisors | 0.03% | Reduce -4.6% | 435 | $83K |
| Bayban | 0.06% | No change | 432 | $82K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.6% | 431 | $82K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -19.8% | 426 | $81K |
| Mather Group, Llc. | 0.00% | No change | 423 | $80K |
| Dynamic Wealth Strategies, LLC | 0.04% | No change | 422 | $80K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -3.1% | 406 | $77K |
| Axiom Investment Management LLC | 0.05% | New | 400 | $76K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $76K |
| Y.D. More Investments Ltd | 0.00% | No change | 385 | $73K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 384 | $73K |
| Archer Investment Corp | 0.01% | No change | 379 | $72K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -20.0% | 363 | $69K |
| Glen Eagle Advisors, LLC | 0.01% | Add +82.7% | 360 | $68K |
| Geneos Wealth Management Inc. | 0.00% | No change | 348 | $66K |
| SummitTX Capital, L.P. | 0.00% | Reduce -80.4% | 340 | $65K |
| Bollard Group LLC | 0.00% | No change | 334 | $64K |
| Solstein Capital, LLC | 0.02% | No change | 330 | $63K |
| Crews Bank & Trust | 0.01% | No change | 330 | $63K |
| Cary Street Partners Financial LLC | 0.00% | Add +89.7% | 330 | $63K |
| Fiduciary Financial Advisors | 0.01% | New | 330 | $62K |
| Wolff Wiese Magana LLC | 0.03% | Reduce -44.5% | 322 | $61K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 300 | $57K |
| Security National Bank | 0.01% | No change | 300 | $57K |
| Compass Financial Management LLC | 0.01% | — | 296 | $56K |
| Thompson Investment Management, Inc. | 0.01% | No change | 291 | $55K |
| Hurley Capital, LLC | 0.03% | Reduce -15.0% | 290 | $55K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 272 | $52K |
| Parkside Financial Bank & Trust | 0.00% | No change | 267 | $51K |
| HM Payson & Co. | 0.00% | No change | 265 | $50K |
| Bogart Wealth, LLC | 0.00% | No change | 262 | $50K |
| Hager Investment Management Services, LLC | 0.02% | No change | 260 | $49K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -95.8% | 257 | $49K |
| High Note Wealth, LLC | 0.01% | No change | 257 | $49K |
| Rakuten Securities, Inc. | 0.01% | Reduce -28.6% | 250 | $48K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $48K |
| Monetary Management Group Inc. | 0.01% | Reduce -13.8% | 250 | $48K |
| Harbor Asset Planning, Inc. | 0.04% | No change | 248 | $47K |
| SHP Wealth Management | 0.00% | Add +5.6% | 246 | $47K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 245 | $47K |
| Key Financial Inc | 0.01% | No change | 244 | $46K |
| Angeles Wealth Management, LLC | 0.00% | Add +14.5% | 237 | $45K |
| Financial Gravity Companies, Inc. | 0.01% | — | 231 | $44K |
| Trust Co. of Vermont | 0.00% | — | 230 | $44K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 228 | $43K |
| Cornerstone Planning Group LLC | 0.01% | Add +9.2% | 225 | $42K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -16.6% | 221 | $42K |
| Highline Wealth Partners LLC | 0.01% | No change | 205 | $39K |
| Copia Wealth Management | 0.02% | No change | 204 | $39K |
| Darwin Wealth Management, LLC | 0.01% | No change | 200 | $38K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 200 | $38K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 193 | $37K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 189 | $36K |
| Mascoma Wealth Management LLC | 0.01% | No change | 187 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 187 | $36K |
| Strategic Wealth Advisors LLC | 0.03% | No change | 208 | $35K |
| Tsfg, LLC | 0.00% | No change | 182 | $35K |
| Family Manage LLC | 0.00% | No change | 184 | $35K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 180 | $34K |
| Horizon Bancorp Inc. | 0.02% | No change | 181 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 175 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 162 | $31K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 159 | $30K |
| Dunhill Financial, LLC | 0.01% | No change | 153 | $29K |
| Basepoint Wealth LLC | 0.02% | No change | 152 | $29K |
| Addison Advisors LLC | 0.01% | Reduce -55.9% | 150 | $29K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $29K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 145 | $28K |
| Godfrey Financial Associates, Inc. | 0.02% | Reduce -48.5% | 140 | $27K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -83.3% | 140 | $27K |
| Providence Capital Advisors, LLC | 0.00% | No change | 135 | $26K |
| Main Street Group, LTD | 0.01% | No change | 130 | $25K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -50.0% | 125 | $24K |
| JDM Financial Group LLC | 0.01% | No change | 121 | $23K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -87.0% | 150 | $23K |
| WPG Advisers, LLC | 0.01% | No change | 117 | $22K |
| West Branch Capital LLC | 0.01% | No change | 114 | $22K |
| Deutsche Bank AG | 0.00% | No change | 110 | $21K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 106 | $20K |
| Raffa Wealth Management, LLC | 0.00% | No change | 106 | $20K |
| Synergy Investment Management, LLC | 0.00% | No change | 106 | $20K |
| Bravera Wealth | 0.01% | No change | 105 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 114 | $19K |
| Southern Michigan Bank & Trust | 0.01% | No change | 100 | $19K |
| Vision Retirement, LLC | 0.00% | No change | 100 | $19K |
| Ramirez Asset Management, Inc. | 0.00% | Reduce -75.0% | 100 | $19K |
| Rossby Financial, LCC | 0.00% | Reduce -84.8% | 97 | $18K |
| Tucker Asset Management LLC | 0.00% | No change | 93 | $18K |
| Morris Financial Concepts, Inc. | 0.01% | Add +233.3% | 90 | $17K |
| Abound Financial, LLC | 0.01% | New | 87 | $17K |
| SouthState Bank Corp | 0.00% | Reduce -35.9% | 82 | $16K |
| Sittner & Nelson, LLC | 0.00% | Add +3.9% | 80 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 80 | $15K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 79 | $15K |
| Winthrop Capital Management, LLC | 0.00% | No change | 81 | $15K |
| WealthCollab, LLC | 0.01% | New | 78 | $15K |
| High Point Wealth Management, LLC | 0.01% | No change | 75 | $14K |
| Centennial Bank | 0.00% | No change | 75 | $14K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 75 | $14K |
| Sage Mountain Advisors LLC | 0.00% | No change | 75 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 74 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.9% | 72 | $14K |
| Kroeger Financial Partners | 0.01% | — | 68 | $13K |
| Creative Capital Management Investments LLC | 0.00% | No change | 68 | $13K |
| Horrell Capital Management, Inc. | 0.01% | New | 65 | $12K |
| Breakwater Investment Management | 0.00% | No change | 63 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -48.4% | 63 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 63 | $12K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -28.7% | 62 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 60 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 60 | $11K |
| Montgomery Financial Services LLC | 0.01% | — | 57 | $11K |
| Pioneer Family Office, LLC | 0.01% | No change | 55 | $11K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 55 | $10K |
| FWL Investment Management, LLC | 0.00% | No change | 52 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $10K |
| Evermay Wealth Management LLC | 0.00% | No change | 50 | $10K |
| Trust Co | 0.00% | No change | 50 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 50 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 49 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 46 | $9K |
| Napier Financial, LLC | 0.00% | No change | 45 | $9K |
| Independence Bank of Kentucky | 0.00% | Reduce -47.1% | 45 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $9K |
| Motco | 0.00% | No change | 42 | $8K |
| Highland Investment Advisors LLC | 0.00% | — | 40 | $8K |
| Nova Wealth Management, Inc. | 0.00% | No change | 40 | $8K |
| Powell Investment Advisors, LLC | 0.00% | No change | 40 | $8K |
| Concord Wealth Partners | 0.00% | New | 39 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 37 | $7K |
| 1 North Wealth Services LLC | 0.00% | Add +0.0% | 37 | $7K |
| Blueline Advisors LLC | 0.00% | New | 46 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 35 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 35 | $7K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -50.0% | 34 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 34 | $6K |
| IMG Wealth Management, Inc. | 0.00% | No change | 33 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | New | 32 | $6K |
| Eastern Bank | 0.00% | Reduce -25.6% | 32 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 30 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 28 | $5K |
| Avion Wealth | 0.00% | No change | 31 | $5K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -4.0% | 24 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 20 | $4K |
| Aberdeen Wealth Management LLC | 0.00% | Reduce -83.3% | 20 | $4K |
| Allied Private Wealth LLC | 0.00% | — | 16 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 16 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 20 | $3K |
| Purpose Unlimited Inc. | 0.00% | No change | 15 | $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 | $3K |
| Oakmont Advisory Group, LLC | 0.00% | New | 13 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 10 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 10 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 8 | $2K |
| Signature Equity Partners, LLC | 0.00% | New | 7 | $1K |
| LM Advisors LLC | 0.01% | Add +497.3% | 6,624 | $1K |
| Founders Capital Management | 0.00% | No change | 6 | $1K |
| Covestor Ltd | 0.00% | Add +33.3% | 4 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -100.0% | 5 | $951 |
| TOP Private Wealth LLC. | 0.00% | — | 4 | $761 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 4 | $761 |
| Meramec Financial Planners, LLC | 0.00% | New | 4 | $754 |
| Western Pacific Wealth Management, LP | 0.00% | No change | 3 | $575 |
| Mechanics Financial Corp | 0.00% | New | 3 | $571 |
| Nemes Rush Group LLC | 0.00% | No change | 2 | $381 |
| Morse Asset Management, Inc | 0.00% | No change | 2 | $380 |
"% of holder's portfolio" is IBB's weight in each manager's 13F, not the share of iShares Biotechnology ETF the manager owns.