iShares Biotechnology ETFIBBETF

13F holders, Q2 2026 (June 30)
960holders +36
103new positions
71sold out
7famous investors
$190.11avg. 13F price*

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

02004006008001,000 Q1 2024: 899Q1 2024Q2 2024: 896Q2 2024Q3 2024: 895Q3 2024Q4 2024: 877Q4 2024Q1 2025: 835Q1 2025Q2 2025: 797Q2 2025Q3 2025: 804Q3 2025Q4 2025: 959Q4 2025Q1 2026: 924Q1 2026Q2 2026: 960Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions103$133.0M
Exits71$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.