iShares Core MSCI Dev MKTSIDEVETF

13F holders, Q1 2026 (March 31)
712holders +62
95new positions
30sold out
4famous investors
$83.59avg. 13F price*

At the end of Q1 2026, 712 institutions reported holding iShares Core MSCI Dev MKTS (IDEV) in their 13F filings, up 62 from Q4 2025. 95 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($4.1B), BlackRock, Inc. ($2.1B) and Creative Planning ($1.6B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).

Company
iShares Core MSCI Dev MKTS
CUSIP
46435G326
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 398Q1 2024Q2 2024: 433Q2 2024Q3 2024: 448Q3 2024Q4 2024: 516Q4 2024Q1 2025: 526Q1 2025Q2 2025: 563Q2 2025Q3 2025: 577Q3 2025Q4 2025: 650Q4 2025Q1 2026: 712Q1 2026Q2 2026: 744Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions95$702.2M
Exits30$155.3M

All 13F filers, Q4 2025 → Q1 2026: 51,372,957 shares bought and 6,872,218 shares sold, net +44,500,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 712 holders

Bank of America Corp. 0.30% Reduce -5.4% 49,630,091 $4.1B
BlackRock, Inc. 0.04% Add +24.5% 25,073,469 $2.1B
Creative Planning 1.08% Add +8.8% 19,092,951 $1.6B
PNC Financial Services Group, Inc. 0.80% Add +38.6% 16,561,195 $1.4B
Bank of Korea 28.31% Add +84.1% 14,003,997 $1.2B
Morgan Stanley 0.07% Add +10.0% 13,293,015 $1.1B
Ameriprise Financial Inc. 0.26% Add +57.5% 13,142,459 $1.1B
Sei Investments Co. 0.96% Add +2.4% 12,439,499 $1.0B
Richard Bernstein Advisors LLC 14.98% New 6,178,128 $516.3M
Envestnet Asset Management Inc. 0.13% Add +32.6% 5,697,125 $476.1M
Citigroup Inc. 0.30% Add +23.3% 5,562,808 $464.9M
Cerity Partners LLC 0.65% Add +57.0% 5,458,824 $456.2M
JPMorgan Chase & Co. 0.03% Add +4.4% 4,628,401 $374.9M
Horizon Investments, LLC 3.81% Add +5.4% 4,064,751 $339.7M
Focus Partners Advisor Solutions, LLC 3.18% Add +5.8% 3,779,896 $315.6M
Focus Partners Wealth 0.33% Add +0.2% 3,524,524 $294.6M
Savant Capital, LLC 1.33% Add +15141.6% 3,294,618 $275.3M
Bank of Finland 19.90% No change 3,254,031 $271.9M
Cetera Investment Advisers 0.28% Add +10.7% 3,109,957 $259.9M
Alesco Advisors, LLC, An ESL Co 6.58% Reduce -0.5% 3,084,815 $257.8M
Clearstead Advisors, LLC 2.33% Add +1299102.1% 3,053,125 $255.1M
Bessemer Group Inc. 0.36% Add +25.9% 2,760,114 $230.7M
Auto-Owners Insurance Co 4.55% No change 2,598,000 $217.1M
Raymond James Financial Inc. 0.05% Add +6.2% 2,019,870 $168.8M
LPL Financial LLC 0.04% Add +23.6% 1,835,423 $153.4M
UBS Group AG 0.03% Add +26.6% 1,815,864 $151.8M
Assetmark, Inc. 0.29% Add +2.1% 1,714,721 $143.3M
First Command Advisory Services, Inc. 0.94% Add +2.3% 1,668,425 $139.4M
MCF Advisors LLC 5.95% Add +1.4% 1,624,893 $135.8M
Stratos Wealth Partners, LTD. 1.40% Add +20.0% 1,464,742 $122.4M
Capital Asset Advisory Services LLC 4.46% Reduce -4.3% 1,298,019 $116.3M
TFC Financial Management, Inc. 14.13% Reduce -2.1% 1,371,889 $114.6M
Empowered Funds, LLC 0.69% Add +2.3% 1,290,231 $107.8M
Beacon Pointe Advisors, LLC 0.57% Add +918.3% 1,281,026 $107.1M
Northwestern Mutual Wealth Management Co. 0.06% Add +9.6% 1,166,486 $97.5M
Nixon Peabody Trust Co. 7.24% Reduce -0.8% 1,090,736 $91.2M
Mariner, LLC 0.09% Add +0.5% 937,195 $78.3M
Main Management ETF Advisors, LLC 2.89% Add +14.4% 926,308 $77.4M
Royal Bank of Canada 0.01% Add +29.1% 898,464 $75.1M
Foster Group, Inc. 1.93% Reduce -0.3% 775,736 $64.8M
Wealthspire Retirement, LLC 3.82% Add +2.8% 762,690 $63.7M
Captrust Financial Advisors 0.10% Add +2.0% 679,524 $56.8M
Northern Trust Corp. 0.01% Add +4085.1% 661,077 $55.2M
HighTower Advisors, LLC 0.06% Add +5.7% 657,329 $54.9M
Wells Fargo & Company 0.01% Add +9.9% 653,949 $54.7M
Commonwealth Equity Services, LLC 0.07% Add +5.3% 638,540 $53.4M
Riversedge Advisors, LLC 8.50% Reduce -7.5% 628,470 $52.5M
Rock Creek Group LLC 5.13% Add +5.9% 606,193 $50.7M
Starr Indemnity & Liability Co 12.87% No change 606,060 $50.6M
Amarillo National Bank 8.88% Reduce -1.8% 601,586 $50.3M
ESL Trust Services, LLC 9.01% New 564,751 $47.2M
Arrow Financial Corp 4.69% Add +2.2% 558,240 $46.7M
Cornerstone Wealth Group, LLC 2.96% Add +19.2% 523,253 $45.9M
Principal Securities, Inc. 0.61% Reduce -2.0% 496,389 $41.5M
FMR LLC 0.00% Add +2.5% 489,301 $40.9M
Signature Estate & Investment Advisors LLC 0.83% Add +1.8% 488,968 $40.9M
Standpoint Asset Management, LLC 9.20% Reduce -3.3% 454,100 $37.9M
Stockman Wealth Management, Inc. 4.14% Add +3.8% 447,091 $37.4M
New England Asset Management Inc. 4.85% Add +4.8% 440,960 $36.9M
DDFG, Inc 7.64% Add +5.5% 424,183 $35.4M
Veery Capital, LLC 10.74% Add +6.5% 419,077 $35.0M
AAF Wealth Management, LLC 14.06% Reduce -2.3% 410,122 $34.3M
Osaic Holdings, Inc. 0.05% Reduce -1.8% 404,723 $33.8M
Hi-Line Capital Management, LLC 10.39% Add +26.6% 395,579 $33.1M
C V Starr & Co. Inc. 16.51% No change 378,787 $31.7M
Cambridge Investment Research Advisors, Inc. 0.08% Add +14.5% 371,900 $31.1M
Prudent Investors Network, Inc. 6.75% Add +6.7% 370,656 $31.0M
World Investment Advisors 0.49% Add +160.8% 366,623 $30.6M
Sterling Capital Management LLC 0.57% Reduce -5.4% 358,663 $30.0M
BSW Wealth Partners 3.49% Add +0.4% 342,034 $28.6M
Founders Financial Securities LLC 1.55% Add +4.5% 313,226 $27.4M
MBL Wealth, LLC 1.91% Add +5.7% 301,018 $25.2M
Coldstream Capital Management Inc. 0.31% Reduce -3.6% 295,771 $24.7M
AE Wealth Management LLC 0.13% Reduce -4.0% 286,655 $24.0M
Crestwood Advisors Group, LLC 0.39% Add +24.7% 279,919 $23.4M
Fortitude Family Office, LLC 5.23% Add +10.3% 278,399 $23.3M
Kondo Wealth Advisors, Inc. 8.72% Add +1.4% 277,303 $23.2M
Retirement Management Systems Inc. 5.40% Add +9.9% 267,895 $22.4M
Aerodigm Wealth, LLC 8.41% Add +3.1% 267,257 $22.3M
First National Bank Sioux Falls 6.02% Add +2.8% 247,915 $22.0M
AdvisorNet Financial, Inc 1.12% Add +5.8% 258,999 $21.6M
Financial Advisors Network, Inc. 2.84% Add +3.1% 246,173 $20.6M
Allegiance Financial Group Advisory Services LLC 4.07% Add +6.0% 244,628 $20.4M
Northwest Wealth Management, LLC 3.07% Add +5.9% 244,510 $20.4M
Mueller Wealth, LLC 16.18% Add +393.6% 242,742 $20.3M
Vision Capital Management, Inc. 2.54% Reduce -0.8% 241,135 $20.2M
Cambridge Associates LLC /Ma/ 0.32% New 240,714 $20.1M
Modern Wealth Management, LLC 0.34% Reduce -2.7% 236,624 $20.1M
Columbus Macro, LLC 2.14% Reduce -0.1% 239,233 $20.0M
Securian Asset Management, Inc. 0.78% No change 236,229 $19.7M
ABLE Financial Group, LLC 3.68% Add +9.5% 225,035 $18.8M
Global Strategic Investment Solutions, LLC 1.85% Reduce -5.3% 224,645 $18.8M
Oak Root LLC 2.26% Add +25.0% 221,516 $18.5M
Ausdal Financial Partners, Inc. 0.83% New 221,475 $18.5M
Integrated Wealth Concepts LLC 0.15% Add +272.8% 217,934 $18.2M
Truist Financial Corp. 0.02% Add +8.0% 217,366 $18.2M
Relyea Zuckerberg Hanson LLC 1.79% Add +2.7% 213,030 $17.8M
Kestra Advisory Services, LLC 0.07% Add +37.6% 210,267 $17.6M
Vestmark Advisory Solutions, Inc. 0.19% Add +87.3% 206,710 $17.3M
&partners 0.08% Add +2.7% 192,740 $16.1M
Squire Investment Management Company, LLC 4.44% Add +10.4% 191,163 $16.0M
Crane Advisory, LLC 2.37% Add +14.4% 178,638 $15.9M
Orion Porfolio Solutions, LLC 0.13% Reduce -39.4% 187,376 $15.7M
Missouri Trust & Investment Co 4.59% Add +9.7% 187,032 $15.6M
Aspirean Wealth, LLC 16.84% Reduce -0.8% 185,524 $15.5M
Cerity Partners OCIO LLC 0.92% New 182,623 $15.3M
FDx Advisors, Inc. 4.76% New 178,535 $14.9M
Peirce Capital Management, LLC 5.83% Add +0.7% 178,493 $14.9M
Accelerate Investment Advisors LLC 9.78% Reduce -1.5% 175,248 $14.6M
Citizens Financial Group Inc. 0.20% Add +6.5% 175,025 $14.6M
Equitable Holdings, Inc. 0.09% Add +174.0% 167,203 $13.8M
Sanctuary Advisors, LLC 0.07% Add +151.3% 164,761 $13.8M
Courier Capital LLC 0.76% Add +21.1% 163,466 $13.7M
Sovereign Investment Advisors, LLC 2.82% Add +175.4% 159,555 $13.3M
CarsonAllaria Wealth Management, Ltd. 6.53% Add +2.1% 158,079 $13.2M
Heritage Investment Group, Inc. 2.00% Add +2.6% 157,979 $13.2M
Steward Partners Investment Advisory, LLC 0.07% Add +4.1% 157,141 $13.1M
GW&K Investment Management, LLC 0.11% Add +54.2% 154,501 $12.9M
Alliance Private Wealth, LLC 4.61% Add +1.8% 153,687 $12.8M
Wealthquest Corp 0.90% Add +12.9% 152,289 $12.7M
True North Advisors, LLC 1.41% Reduce -24.3% 147,898 $12.4M
Tenzing Financial LLC 9.26% Add +6.8% 139,557 $12.3M
Baltimore-Washington Financial Advisors, Inc. 0.53% Add +6.0% 147,235 $12.3M
Friday Financial 4.22% Add +1.0% 146,666 $12.3M
Klaas Financial Asset Advisors, LLC 1.61% Reduce -80.4% 139,473 $11.7M
Allworth Financial LP 0.05% Reduce -0.6% 138,005 $11.5M
Family Wealth Partners, LLC 3.92% Add +14.1% 137,539 $11.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +245.4% 135,942 $11.4M
Sagespring Wealth Partners, LLC 0.20% Reduce -3.4% 132,338 $11.1M
Sterling Manor Financial, LLC 6.91% Reduce -10.9% 132,269 $11.1M
Merit Financial Group, LLC 0.08% Reduce -0.9% 129,669 $10.8M
Peterson Wealth Advisors, LLC 1.44% Reduce -4.9% 129,193 $10.8M
Brady Martz Wealth Solutions, LLC 1.83% Add +8.7% 128,377 $10.7M
Convergence Financial, LLC 1.14% Add +7.0% 127,711 $10.7M
Prism Planning Partners LLC 12.22% Add +1.6% 123,615 $10.3M
Green Ridge Wealth Planning LLC 5.38% Add +4.2% 122,277 $10.2M
Stifel Financial Corp. 0.01% Add +218.6% 121,474 $10.2M
Financial Management, Inc. 9.41% Add +2.7% 119,870 $10.0M
Integrity Alliance, Llc. 0.38% Add +3.5% 119,419 $10.0M
Norris Perne & French LLP 0.49% Add +4.6% 119,062 $10.0M
Brown Wealth Management, LLC 2.50% Add +14.8% 116,384 $9.7M
JGP Wealth Management, LLC 1.00% Add +194.7% 115,313 $9.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -37.0% 112,814 $9.5M
Nova R Wealth, Inc. 3.03% Add +1817.8% 113,746 $9.5M
Legacy Private Trust Co. 0.58% Reduce -4.4% 112,561 $9.4M
Steele Capital Management, Inc. 0.39% Reduce -1.4% 111,400 $9.3M
Leavell Investment Management, Inc. 0.38% Add +10.6% 110,966 $9.3M
Aspiriant, LLC 0.26% Add +7.8% 110,712 $9.3M
Causey Wealth LLC 3.87% Reduce -0.8% 109,107 $9.1M
Ameritas Advisory Services, LLC 0.35% Reduce -2.4% 107,759 $9.0M
Great Valley Advisor Group, Inc. 0.16% Add +15.5% 103,493 $8.6M
Simplicity Wealth,LLC 0.49% Reduce -1.4% 102,547 $8.6M
Elevation Point Wealth Partners, LLC 0.20% New 101,566 $8.5M
OMNI 360 Wealth, Inc. 4.30% Add +4.4% 99,681 $8.3M
rebel Financial LLC 3.58% Reduce -1.1% 98,737 $8.3M
Wedmont Private Capital 0.27% No change 93,710 $8.2M
Premier Path Wealth Partners, LLC 1.07% Reduce -14.6% 98,250 $8.2M
Range Advisory, LLC 1.49% Add +212.0% 96,045 $8.0M
MBA Advisors LLC 3.07% Add +5.0% 95,511 $8.0M
Resonant Capital Advisors, LLC 0.41% Reduce -8.2% 92,806 $7.8M
Beckerman Institutional, LLC 4.08% Add +0.1% 91,986 $7.7M
Perigon Wealth Management, LLC 0.14% Reduce -6.7% 90,558 $7.6M
Kaufman Rossin Wealth, LLC 4.33% Add +4.7% 90,359 $7.6M
Gateway Wealth Partners, LLC 0.29% Add +387.1% 88,353 $7.4M
Patriot Investment Management Group, Inc. 0.47% Reduce -3.2% 88,315 $7.4M
Higgins & Schmidt Wealth Strategies LLC 3.29% Reduce -1.1% 86,315 $7.2M
AQR Capital Management 0.00% Add +36.8% 86,123 $7.2M
PW Advisors, LLC \ FL 5.39% Add +19.4% 86,068 $7.2M
Solstein Capital, LLC 2.94% No change 85,745 $7.2M
David J Yvars Group 3.99% Reduce -1.3% 85,465 $7.1M
Principal Financial Group Inc. 0.00% Reduce -19.5% 85,029 $7.1M
Alps Advisors Inc. 0.03% Reduce -9.5% 84,580 $7.1M
CogentBlue Wealth Advisors, LLC 4.67% Add +1.1% 83,039 $6.9M
Old National Bancorp 0.12% Reduce -10.5% 82,119 $6.9M
Summit Wealth Partners, LLC 1.08% Add +9.7% 81,373 $6.8M
Kickstand Ventures, Llc. 1.43% Reduce -0.2% 81,044 $6.8M
Vertex Planning Partners, LLC 1.31% New 80,895 $6.8M
Dravo Bay LLC 2.75% Add +2.8% 80,891 $6.8M
Exencial Wealth Advisors, LLC 0.21% Reduce -0.9% 80,592 $6.7M
Eight 31 Financial, LLC 4.04% Add +1.6% 80,110 $6.7M
Cantor Fitzgerald Investment Advisors L.P. 0.49% Reduce -6.0% 80,104 $6.7M
National Wealth Management Group, LLC 2.48% Add +62.4% 79,723 $6.7M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -79.9% 78,900 $6.6M
Bank of New York Mellon Corp 0.00% Add +867.7% 78,837 $6.6M
LTS Liquid Investments LLC 6.08% Add +1.3% 77,767 $6.5M
Red Wave Investments LLC 1.91% Reduce -0.4% 76,404 $6.4M
Compass Wealth Management, LLC 2.69% Add +2.0% 75,228 $6.3M
IHT Wealth Management, LLC 0.14% Add +279.4% 74,339 $6.2M
Midwest Trust Co 0.08% Add +0.1% 73,271 $6.1M
Spire Wealth Management 0.20% Add +0.0% 71,061 $5.9M
Kestra Private Wealth Services, LLC 0.07% Add +9.8% 70,500 $5.9M
Tranquilli Financial Advisor LLC 3.35% Reduce -7.4% 68,668 $5.7M
Tanager Wealth Management LLP 0.55% Reduce -3.0% 67,812 $5.7M
HMV Wealth Advisors, LLC 2.65% Add +8.7% 67,590 $5.6M
NewEdge Advisors, LLC 0.02% Add +8.6% 67,088 $5.6M
Elevate Wealth Advisory, Inc. 3.48% Add +3.2% 66,063 $5.5M
Atria Investments, Inc 0.06% New 64,678 $5.4M
R. W. Roge & Company, Inc. 2.57% Reduce -0.2% 64,385 $5.4M
MJT & Associates Financial Advisory Group, Inc. 3.86% Add +25.2% 62,977 $5.3M
CreativeOne Wealth, LLC 0.12% Reduce -4.6% 61,719 $5.2M
Cosner Financial Group, LLC 2.81% Reduce -2.8% 61,138 $5.1M
Gladstone Institutional Advisory LLC 0.18% Reduce -3.9% 59,428 $5.0M
Asset Dedication, LLC 0.34% Add +12.8% 58,877 $4.9M
Allstreet Capital Advisors LLC 3.62% Add +0.2% 58,569 $4.9M
Baird Financial Group, Inc. 0.01% Add +1.8% 55,962 $4.7M
Rockefeller Capital Management L.P. 0.01% Add +8.5% 55,478 $4.6M
Cascade Financial Partners, LLC 0.48% Reduce -1.2% 55,426 $4.6M
Arbor Investment Advisors, LLC 0.60% Reduce -1.7% 55,425 $4.6M
HBE Wealth Management, LLC 4.01% Reduce -2.7% 55,066 $4.6M
Private Advisor Group, LLC 0.02% Add +0.3% 54,858 $4.6M
Cloud Capital Management, LLC 1.92% Add +24.6% 52,672 $4.4M
FF Advisors,LLC 1.75% No change 49,324 $4.3M
Inman Jager Wealth Management, LLC 2.43% Add +24.8% 49,765 $4.2M
OpenArc Corporate Advisory, LLC 0.06% Reduce -7.4% 49,207 $4.1M
Probity Advisors, Inc. 0.65% Reduce -1.2% 48,819 $4.1M
Diversify Wealth Management, LLC 0.07% Add +919.2% 46,671 $4.0M
Granite Bay Wealth Management, LLC 0.85% Add +3.5% 47,673 $4.0M
Arsenal Capital Advisors LLC 2.85% Add +13.0% 46,907 $3.9M
J. R. Prunier Capital Management LLC 1.64% Add +1.1% 46,231 $3.9M
Advus Financial Partners, LLC 0.96% Reduce -7.7% 45,656 $3.8M
Brown Advisory Inc. 0.01% New 44,270 $3.7M
Strid Group, LLC 0.45% Reduce -8.1% 43,812 $3.7M
Prosperity Consulting Group, LLC 0.16% Add +8.3% 43,711 $3.7M
Sigma Planning Corp 0.10% Add +63.9% 43,629 $3.6M
Mgo One Seven LLC 0.07% Reduce -2.2% 43,153 $3.6M
Claris Advisors, LLC / Mo / 1.05% Add +2.0% 41,915 $3.5M
Cwm, LLC 0.01% Add +7.0% 41,251 $3.4M
Cordant, Inc. 1.40% Reduce -0.3% 41,242 $3.4M
Flow Traders U.S. LLC 0.11% New 41,205 $3.4M
Fifth Third Bancorp 0.01% Add +996.6% 40,947 $3.4M
Greenspring Advisors, LLC 0.21% Reduce -1.4% 40,941 $3.4M
Cresset Asset Management, LLC 0.01% Add +3.9% 40,039 $3.3M
Defined Wealth Management, LLC 1.92% Reduce -1.2% 39,324 $3.3M
O'shaughnessy Asset Management, LLC 0.02% Add +28.4% 39,041 $3.3M
United Capital Financial Advisors, LLC 0.02% Reduce -1.9% 39,039 $3.3M
Jackson Thornton Wealth Management, LLC 0.29% Add +119.6% 36,317 $3.2M
Corient Private Wealth LP 0.00% Add +186.1% 38,181 $3.2M
Summit Financial, LLC 0.04% Reduce -1.1% 37,819 $3.2M
Nolet Wealth Management, LLC 1.78% Reduce -27.2% 37,417 $3.1M
Lakeridge Wealth Management LLC 1.34% Add +11.8% 37,370 $3.1M
Unconventional Investor, LLC 1.46% No change 36,834 $3.1M
Evolve Private Wealth, LLC 0.16% New 36,574 $3.1M
OneAscent Financial Services LLC 0.16% Add +10.3% 36,339 $3.0M
Harbour Investments, Inc. 0.05% Add +105.9% 36,166 $3.0M
Resolute Advisors LLC 1.25% No change 36,062 $3.0M
WealthShield Partners, LLC 0.34% Reduce -0.5% 35,984 $3.0M
HRT Financial LP 0.01% New 35,276 $2.9M
IFP Advisors, Inc 0.06% Reduce -8.6% 35,199 $2.9M
D.A. Davidson & Co. 0.02% Reduce -0.7% 35,136 $2.9M
Rwa Wealth Partners, LLC 0.03% Add +46.5% 34,614 $2.9M
J.W. Cole Advisors, Inc. 0.10% Add +1.6% 34,412 $2.9M
MML Investors Services, LLC 0.01% Add +87.7% 34,279 $2.9M
Belleair Asset Management, LLC 2.61% Add +7.7% 34,228 $2.9M
Snowden Capital Advisors LLC 0.07% Add +3.1% 32,958 $2.8M
Debussy Capital Management LP 0.38% No change 32,506 $2.7M
Hilltop Wealth Advisors, LLC 1.62% Reduce -3.2% 32,319 $2.7M
Rossby Financial, LCC 0.56% Add +531.5% 31,594 $2.7M
Csenge Advisory Group 0.12% Add +1.6% 32,034 $2.7M
Lido Advisors, LLC 0.01% Add +49.9% 31,932 $2.7M
Lauterbach Financial Advisors, LLC 1.27% Reduce -0.8% 31,214 $2.6M
Rf&l Wealth Management, LLC 1.95% Add +0.1% 31,107 $2.6M
Beam Wealth Advisors, Inc. 0.65% Reduce -3.6% 31,056 $2.6M
B&D White Capital Company, LLC 0.32% No change 30,765 $2.6M
Squarepoint Ops LLC 0.01% New 30,389 $2.5M
Advisory Services Network, LLC 0.03% Add +15.7% 30,199 $2.5M
Hoge Financial Services, LLC 1.35% Reduce -2.6% 30,111 $2.5M
Purkiss Capital Advisors LLC 1.10% New 30,058 $2.5M
Cassady Wealth & Retirement Planning, LLC 1.29% Reduce -10.9% 28,287 $2.5M
Stephens Inc. 0.03% Add +35.9% 29,795 $2.5M
Dorsey & Whitney Trust CO LLC 0.14% Add +3.7% 29,378 $2.5M
Towne Trust Company, N.A 0.78% Add +46.7% 29,120 $2.4M
Savvy Advisors, Inc. 0.06% Add +26.6% 28,342 $2.4M
Franklin Resources Inc. 0.00% Add +1883.7% 28,149 $2.4M
Dopkins Wealth Management, LLC 0.94% Add +10.3% 28,072 $2.3M
FWG Investments, LLC. 1.49% Reduce -10.7% 28,071 $2.3M
Diversified Enterprises, LLC 0.13% Reduce -1.7% 28,012 $2.3M
Argent Trust Co 0.08% New 27,736 $2.3M
United Advisor Group, LLC 0.29% Add +21.1% 27,694 $2.3M
FC Advisory LLC 0.67% Reduce -8.0% 27,622 $2.3M
Karras Company, Inc. 2.27% Reduce -1.7% 26,822 $2.2M
Farther Finance Advisors, LLC 0.02% Add +111.8% 26,403 $2.2M
Mercer Global Advisors Inc. 0.00% Add +11.1% 26,109 $2.2M
Ehrlich Financial Group 1.25% New 26,069 $2.2M
Retirement Planning Group, LLC 0.07% Reduce -2.5% 25,675 $2.1M
RHS Financial, LLC 0.99% Add +3.8% 25,077 $2.1M
Independent Advisor Alliance 0.02% New 24,745 $2.1M
Smith, Moore & Co. 0.15% Reduce -1.1% 24,179 $2.0M
Capital Analysts, LLC 0.05% Add +19.8% 23,536 $2.0M
Chicago Capital, LLC 0.05% Add +21.5% 23,355 $2.0M
Kera Capital Partners, Inc. 0.24% Add +2.4% 23,318 $1.9M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -20.3% 23,099 $1.9M
United Financial Planning Group LLC 1.14% Reduce -3.5% 23,076 $1.9M
K2 Financial Inc. 1.39% Add +1.6% 21,722 $1.9M
CGN Advisors LLC 0.15% Add +0.4% 22,497 $1.9M
Summit Wealth Group LLC / Co. 0.19% Add +16.8% 22,129 $1.8M
Compound Planning, Inc. 0.06% Add +94.8% 21,646 $1.8M
Sigma Investment Counselors Inc. 0.09% Reduce -7.7% 21,359 $1.8M
Quantinno Capital Management LP 0.00% Add +143.9% 21,091 $1.8M
E&G Advisors, LLC 0.39% Add +2.6% 20,977 $1.8M
Equity Wealth Partners, LLC 1.13% Reduce -1.6% 20,907 $1.7M
Arista Wealth Management, LLC 0.21% Add +1.1% 20,806 $1.7M
Sage Mountain Advisors LLC 0.12% No change 20,686 $1.7M
Sanchez Gaunt Capital Management, LLC 1.08% — 20,668 $1.7M
BXM Wealth LLC 1.31% Add +0.0% 20,418 $1.7M
Apella Capital, LLC 0.03% Reduce -1.5% 18,705 $1.7M
Baker Tilly Wealth Management, LLC 0.40% Add +1.7% 19,737 $1.6M
Goldman Sachs Group Inc. 0.00% Reduce -32.3% 19,721 $1.6M
Level Four Advisory Services, LLC 0.05% Add +18.0% 19,695 $1.6M
Stevens Capital Partners 0.38% New 19,039 $1.6M
Financial Synergies Wealth Advisors, Inc. 0.15% Reduce -4.5% 19,025 $1.6M
Evensky & Katz LLC 0.09% Reduce -13.4% 18,875 $1.6M
Collaborative Fund Advisors, LLC 0.96% — 18,589 $1.6M
LifePlan Investment Advisors, Inc. 0.61% Reduce -9.0% 18,494 $1.5M
TD Waterhouse Canada Inc. 0.00% Add +14.6% 17,969 $1.5M
Indivisible Partners 0.13% Add +4.2% 18,225 $1.5M
F&V Capital Management, LLC 0.32% Add +4.7% 17,920 $1.5M
Neuberger Berman Group LLC 0.00% Reduce -0.0% 17,685 $1.5M
SageView Advisory Group, LLC 0.05% Reduce -89.0% 17,623 $1.5M
Blue Trust, Inc. 0.02% Add +5063.1% 17,348 $1.4M
Stewardship Advisors, LLC 0.33% Add +20.2% 17,161 $1.4M
Howard Bailey Securities, LLC 0.59% Reduce -17.8% 17,053 $1.4M
Rede Wealth, LLC 0.51% Add +88.4% 16,994 $1.4M
Lloyd Advisory Services, LLC. 0.40% Add +19.2% 16,698 $1.4M
Kingdom Financial Group LLC. 0.40% Reduce -9.9% 16,698 $1.4M
Natixis Advisors, LLC 0.00% Reduce -9.4% 16,395 $1.4M
Aptus Capital Advisors, LLC 0.01% Add +227.2% 16,286 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -29.6% 16,273 $1.4M
Chicago Partners Investment Group LLC 0.03% Add +11.7% 15,287 $1.3M
Verum Partners LLC 0.25% No change 15,872 $1.3M
Heritage Trust Co 0.13% Reduce -6.5% 15,538 $1.3M
Ascent Group, LLC 0.04% Reduce -4.4% 15,329 $1.3M
Arkadios Wealth Advisors 0.02% Add +31.3% 15,185 $1.3M
Oxford Financial Group, LTD. LLC 0.07% New 15,000 $1.3M
Gotham Asset Management 0.00% No change 14,885 $1.2M
Betterment LLC 0.00% Add +10.9% 14,868 $1.2M
Mann Financial Group, Inc. 1.17% Add +59.6% 14,843 $1.2M
C M Bidwell & Associates Ltd. 0.57% No change 14,680 $1.2M
G2 Capital Management, LLC / Oh 0.29% No change 14,362 $1.2M
Y-Intercept (Hong Kong) Ltd 0.02% New 14,187 $1.2M
Tribridge Partners Financial LLC 0.49% Add +1.0% 14,021 $1.2M
Chapman Financial Group, LLC 0.84% No change 13,989 $1.2M
Angeles Wealth Management, LLC 0.06% No change 13,983 $1.2M
Brookstone Capital Management 0.01% Add +11.7% 13,961 $1.2M
US Bancorp \de 0.00% Reduce -3.2% 13,933 $1.2M
Veltria Advisors Corp. 3.86% New 13,182 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +0.3% 13,731 $1.1M
Keb Asset Management, LLC 0.22% No change 13,630 $1.1M
New England Private Wealth Advisors LLC 0.13% No change 13,628 $1.1M
Accurate Wealth Management, LLC 0.14% Reduce -25.3% 12,886 $1.1M
Citadel Advisors 0.00% Reduce -23.8% 13,355 $1.1M
Tudor Financial Inc. 0.57% Reduce -0.6% 13,320 $1.1M
Tranquility Partners, LLC 0.42% Add +9.2% 13,186 $1.1M
Ironwood Wealth Management, LLC. 0.31% Add +190.0% 13,005 $1.1M
Human Investing LLC 0.16% Add +1.4% 12,989 $1.1M
Parallel Advisors, LLC 0.02% Add +17.6% 12,868 $1.1M
Strathmore Capital Advisors, Inc. 0.30% New 12,159 $1.1M
Independent Wealth Network Inc. 0.31% Add +11.7% 12,512 $1.0M
Visionary Wealth Advisors 0.05% Add +5.7% 12,300 $1.0M
Traveka Wealth, LLC 0.39% No change 12,238 $1.0M
Kirtland Hills Capital Management, LLC 0.32% No change 11,615 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +4.1% 12,053 $1.0M
Empire Financial Management Company, LLC 0.22% Reduce -5.1% 11,880 $993K
Thrivent Financial for Lutherans 0.00% Add +3.1% 11,829 $989K
Jefferies Financial Group Inc. 0.01% New 11,786 $985K
Gainplan LLC 0.74% Add +6.7% 11,722 $980K
Berman McAleer LLC 0.13% Add +3.3% 11,672 $975K
Tactive Advisors, LLC 0.27% Reduce -2.2% 11,594 $969K
Cahill Financial Advisors Inc. 0.10% Add +2.4% 11,585 $968K
MAI Capital Management 0.01% Add +1.1% 11,531 $964K
Cogent Private Wealth, Inc. 0.68% No change 11,352 $949K
Ieq Capital, LLC 0.00% Add +27.2% 11,273 $942K
Vistica Wealth Advisors, LLC 0.93% Reduce -1.4% 11,177 $934K
Stratos Investment Management, LLC 0.04% Add +21.9% 11,132 $930K
Twelve Points Wealth Management LLC 0.20% No change 11,126 $930K
Graney & King, LLC 0.50% No change 11,122 $929K
Harbor Investment Advisory, LLC 0.07% Add +15511.3% 11,084 $926K
Okabena Investment Services Inc. 0.18% No change 11,059 $924K
Valpey Financial Services, LLC 0.60% Reduce -5.2% 11,037 $922K
Greykasell Wealth Strategies, Inc. 0.37% No change 10,945 $915K
Choreo, LLC 0.01% Add +9.7% 10,924 $913K
Jones Financial Companies LLLP 0.00% Add +237.4% 11,186 $905K
Legacy Wealth Partners, LLC 0.22% Reduce -24.8% 10,479 $876K
Fiduciary Wealth Partners, LLC 0.57% No change 10,455 $874K
Nicholas Hoffman & Company, LLC. 0.02% No change 10,402 $869K
Arwa LLC 0.42% Add +27.8% 9,685 $849K
JFS Wealth Advisors, LLC 0.05% Reduce -77.7% 10,083 $843K
Davidson Investment Advisors 0.04% Reduce -25.8% 10,061 $841K
Heck Capital Advisors, LLC 0.06% Reduce -65.4% 10,035 $839K
Rossmore Private Capital 0.07% Reduce -8.2% 10,018 $837K
HB Wealth Management, LLC 0.01% Add +32.7% 10,011 $837K
First Horizon Corp. 0.04% Add +1.2% 10,004 $836K
B. Riley Wealth Advisors, Inc. 0.05% New 10,307 $835K
E-Wealth Partners, LLC 0.67% Reduce -28.1% 9,928 $830K
PFG Advisors 0.04% Add +16.0% 9,883 $826K
Wealthspire Advisors, LLC 0.01% Reduce -12.7% 9,804 $819K
Independent Financial Group, LLC 0.02% Add +88.0% 9,686 $809K
Matisse Capital 0.35% No change 9,632 $805K
Osborne Partners Capital Management, LLC 0.04% New 9,620 $804K
Manuka Financial, LLC 0.49% No change 9,447 $789K
Berger Financial Group, Inc 0.04% No change 9,350 $781K
Tennessee Valley Asset Management Partners 0.10% New 9,346 $781K
Colton Groome Financial Advisors, LLC 0.22% Reduce -5.4% 9,088 $759K
LexAurum Advisors, LLC 0.10% — 9,088 $759K
Compass Capital Corp. /Ma/ 0.27% Reduce -5.6% 8,477 $754K
Strategies Wealth Advisors, LLC 0.08% Reduce -13.0% 9,022 $754K
Discipline Wealth Solutions, LLC 0.08% Reduce -1.8% 8,967 $749K
StoneX Group Inc. 0.04% Add +51.2% 8,809 $736K
Ballast Rock Private Wealth LLC 0.40% New 8,689 $726K
EP Wealth Advisors, LLC 0.00% Reduce -2.6% 8,628 $721K
Ritholtz Wealth Management 0.01% No change 8,578 $717K
Atlanta Consulting Group Advisors, LLC 0.15% Add +62.6% 8,531 $713K
Avantax Planning Partners, Inc. 0.02% Add +9.8% 8,414 $703K
Quest 10 Wealth Builders, Inc. 0.61% Reduce -4.3% 8,359 $699K
TFB Advisors LLC 0.36% Reduce -17.6% 8,262 $690K
Parkwoods Wealth Partners, LLC 0.17% Reduce -2.4% 8,249 $689K
UMB Bank, n.a. 0.01% New 8,029 $671K
Clarity Capital Advisors, LLC 0.31% Reduce -0.6% 8,015 $670K
J. Team Financial, Inc. 0.75% Add +12.7% 7,993 $668K
Verus Wealth Management, LLC 0.62% Reduce -5.0% 7,960 $665K
Vise Technologies, Inc. 0.01% No change 8,043 $663K
Bonfire Financial 0.50% Reduce -1.3% 7,920 $662K
Aureus Asset Management, LLC 0.04% New 7,909 $661K
GeoWealth Management, LLC 0.02% Reduce -11.2% 7,871 $658K
Up Strategic Wealth Investment Advisors LLC 0.41% No change 7,276 $646K
Mutual Advisors, LLC 0.01% Add +6.7% 7,729 $646K
Lexington Hill Partners, LLC 0.37% No change 7,720 $645K
Rockwood Wealth Management, LLC 0.05% No change 7,703 $644K
Concurrent Investment Advisors, LLC 0.01% Reduce -4.8% 7,698 $643K
Financial Engines Advisors L.L.C. 0.00% Add +4.8% 7,596 $635K
James J. Burns & Company, LLC 0.09% No change 7,560 $632K
Bank of Montreal 0.00% Reduce -20.4% 7,539 $630K
Elyxium Wealth, LLC 0.20% Add +1.4% 7,472 $624K
Blair William & Co. 0.00% Add +9.8% 7,431 $621K
Regimen Wealth, LLC 0.18% Reduce -4.2% 7,369 $617K
Brighton Jones LLC 0.01% New 7,379 $617K
Meridian Wealth Management, LLC 0.02% New 7,334 $613K
Wealthcare Advisory Partners LLC 0.01% Add +137.1% 7,292 $609K
Networth Advisors, LLC 0.43% Reduce -11.9% 7,263 $607K
Mayflower Financial Advisors, LLC 0.07% Reduce -22.9% 7,235 $605K
Corrado Advisors, LLC 0.32% Add +8.8% 7,233 $604K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.0% 7,211 $603K
Schrum Private Wealth Management LLC 0.46% Add +57.4% 7,162 $599K
Forte Asset Management LLC 0.26% No change 7,125 $595K
Bulltick Wealth Management, LLC 0.13% New 7,123 $595K
Camelot Technology Advisors, Inc. 0.44% No change 7,120 $595K
NewEdge Wealth, LLC 0.01% Add +0.1% 6,970 $582K
Everhart Financial Group, Inc. 0.05% Add +3.8% 6,969 $582K
Connors Investor Services Inc. 0.05% New 6,940 $580K
Sapient Capital LLC 0.01% No change 6,841 $572K
Glenmede Trust Co. NA 0.00% Reduce -80.1% 6,839 $572K
Valley Wealth Managers, Inc. 0.04% Add +6.1% 6,836 $571K
Kavar Capital Partners Group, LLC 0.07% No change 6,784 $567K
Klingman & Associates, LLC 0.03% No change 6,749 $564K
Balanced Rock Investment Advisors LLC 0.39% Reduce -6.0% 6,582 $550K
Williams & Novak, LLC 0.41% No change 6,450 $547K
SFG Wealth Management, LLC. 0.22% Reduce -2.3% 6,442 $538K
Cogent Strategic Wealth LLC 0.55% Add +7.2% 6,393 $534K
SIMA Wealth Partners, LLC 0.41% Reduce -0.0% 6,388 $534K
Prospera Financial Services Inc 0.01% Reduce -2.5% 6,339 $530K
OneDigital Investment Advisors LLC 0.01% Add +51.5% 6,303 $527K
Cannell & Spears LLC 0.01% No change 6,295 $526K
Sound Income Strategies, LLC 0.03% Add +22.1% 6,180 $524K
GMO 0.00% Reduce -55.3% 6,236 $521K
Laurel Oak Wealth Management, LLC 0.09% Reduce -26.8% 6,199 $518K
Altiora Financial Group, LLC 0.09% New 6,180 $516K
Winter & Associates, Inc. 0.45% Reduce -4.6% 6,067 $515K
SVB Wealth LLC 0.03% New 6,142 $513K
IFG Advisors, LLC 0.08% No change 6,062 $507K
Thayer Financial, L.L.C. 0.51% Reduce -9.8% 6,037 $505K
Riverview Trust Co 0.62% Reduce -8.3% 6,000 $501K
Lynx Investment Advisory 0.24% Add +40.9% 5,995 $501K
Valmark Advisers, Inc. 0.01% Add +23.2% 5,961 $498K
One Day In July LLC 0.04% Reduce -3.3% 5,875 $491K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.7% 5,872 $491K
Glass Jacobson Investment Advisors llc 0.17% No change 5,826 $487K
Continuum Advisory, LLC 0.05% No change 5,807 $485K
Keybank National Association 0.00% No change 5,794 $484K
Merited Wealth, LLC 0.40% Add +13.3% 5,777 $483K
Endowment Wealth Management, Inc. 0.21% Reduce -0.5% 5,755 $481K
Balefire, LLC 0.09% Reduce -3.0% 5,590 $467K
Diversified Trust Co. 0.01% Add +0.3% 5,503 $460K
Choate Investment Advisors 0.01% No change 5,494 $459K
LJI Wealth Management, LLC 0.07% Reduce -76.5% 5,446 $455K
FAS Wealth Partners, Inc. 0.03% Add +0.9% 5,432 $454K
Arcadia Wealth Management, LLC 0.16% Reduce -6.7% 5,365 $448K
City State Bank 0.12% No change 5,362 $448K
Baker Avenue Asset Management, LP 0.01% No change 5,344 $447K
Capstone Wealth Management, LLC 0.31% Reduce -1.1% 5,296 $443K
Foundations Investment Advisors, LLC 0.01% New 5,221 $436K
CENTRAL TRUST Co 0.01% No change 5,214 $436K
Opulen Financial Group LLC 0.31% No change 5,210 $435K
Mascoma Wealth Management LLC 0.09% No change 5,044 $422K
Brandywine Oak Private Wealth LLC 0.04% New 5,031 $420K
Capital Advisors Inc. 0.01% No change 5,000 $418K
Apeiron RIA LLC 0.09% Reduce -3.4% 4,898 $409K
Richmond Investment Services, LLC 0.07% New 4,880 $408K
Alteri Wealth LLC 0.13% Reduce -1.1% 4,810 $402K
Bensler, LLC 0.04% Reduce -0.6% 4,806 $402K
EJMK Ventures LLC 0.22% Reduce -23.4% 4,805 $402K
B.O.S.S. Retirement Advisors, LLC 0.12% Reduce -11.7% 4,771 $399K
North Star Asset Management Inc. 0.02% Add +17.9% 4,724 $395K
Beaumont Financial Advisors, LLC 0.03% Reduce -10.7% 4,700 $393K
Barnes Dennig Private Wealth Management LLC 0.39% Reduce -0.5% 4,665 $390K
Curi Capital, LLC 0.01% Add +36.6% 4,645 $388K
Clark Capital Management Group, Inc. 0.00% New 4,636 $387K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.4% 4,615 $386K
Life Line Wealth Management LLC 0.17% Add +1.2% 4,555 $381K
Flagship Wealth Advisors, LLC 0.16% Add +57.1% 4,933 $375K
Second Line Capital, LLC 0.07% No change 4,133 $365K
Silverlake Wealth Management LLC 0.08% Add +2.5% 4,355 $364K
WMG Financial Advisors, LLC 0.15% Reduce -0.6% 4,334 $362K
Venturi Wealth Management, LLC 0.02% Add +39.2% 4,317 $361K
Watershed Private Wealth LLC 0.11% Reduce -0.3% 4,300 $359K
Sowell Financial Services LLC 0.01% Add +2.3% 4,290 $359K
HSBC Holdings PLC 0.00% No change 4,256 $356K
Magnolia Capital Advisors LLC 0.07% Reduce -27.4% 4,200 $351K
Fermata Advisors, LLC 0.08% No change 4,147 $347K
Western Wealth Management, LLC 0.01% New 4,122 $344K
Strategic Financial Planning, Inc. 0.20% Reduce -80.1% 3,864 $343K
Commerce Advisors, LLC 0.29% — 4,094 $342K
Wedbush Securities Inc. 0.01% Add +1.0% 4,091 $342K
NorthLanding Financial Partners, LLC 0.28% Add +0.4% 4,088 $342K
Tannin Capital LLC 0.24% New 3,999 $334K
Modera Wealth Management, LLC 0.00% Reduce -1.4% 3,960 $331K
Bell Investment Advisors, Inc 0.05% No change 3,901 $326K
Maripau Wealth Management LLC 0.14% New 3,887 $325K
Fairvoy Private Wealth, LLC 0.08% Reduce -4.0% 3,887 $325K
Commerce Bank 0.00% Reduce -4.9% 3,864 $323K
Silver Grove Financial Group, Inc. 0.26% No change 3,847 $321K
Colter Lewis Investment Partners LLC 0.30% Add +44.2% 3,818 $319K
Syon Capital LLC 0.02% New 3,790 $317K
Joel Isaacson & Co., LLC 0.01% No change 3,787 $316K
Sunbelt Securities, Inc. 0.02% No change 3,783 $316K
Whittier Trust Co. 0.00% No change 3,719 $316K
Hohimer Wealth Management, LLC 0.04% New 3,743 $313K
Wealthfront Advisers LLC 0.00% New 3,719 $311K
Slagle Financial, LLC 0.10% Reduce -4.5% 3,712 $310K
Charis Legacy Partners, LLC 0.45% No change 3,710 $310K
Facet Wealth, Inc. 0.01% Add +37.1% 3,708 $310K
Brooklyn Investment Group 0.01% Add +7.4% 3,684 $308K
Cary Street Partners Financial LLC 0.01% Add +1.6% 3,642 $304K
BAM Wealth Management, LLC 0.23% Reduce -5.8% 3,637 $304K
Portside Wealth Group, LLC 0.04% No change 3,618 $302K
Secure Asset Management, LLC 0.05% Reduce -40.3% 3,602 $301K
Riverbend Wealth Management, LLC 0.19% Add +2.9% 3,594 $300K
Evercore Wealth Management, LLC 0.00% No change 3,491 $292K
Arax Advisory Partners 0.01% Add +450.2% 3,202 $285K
SMART Wealth LLC 0.08% Add +18.6% 3,399 $284K
Two Sigma Securities, LLC 0.03% New 3,364 $281K
Obsidian Cio, LLC 0.25% Add +2.4% 3,349 $280K
Forteris Wealth Management Inc. 0.27% Reduce -15.8% 3,334 $279K
Castle Wealth Management LLC 0.09% No change 3,222 $269K
Fiduciary Alliance LLC 0.02% New 3,016 $268K
Aire Advisors, LLC 0.05% No change 3,208 $268K
WPG Advisers, LLC 0.20% Reduce -1.7% 3,194 $267K
New Republic Capital, LLC 0.09% No change 3,186 $266K
NorthRock Partners, LLC 0.00% New 3,181 $266K
Kingswood Wealth Advisors, LLC 0.01% New 3,178 $266K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Reduce -5.6% 3,164 $264K
Investment Advisory Group, LLC 0.07% Add +23.2% 3,153 $263K
Opes Wealth Management LLC 0.04% No change 3,124 $261K
Triad Wealth Partners, LLC 0.02% New 3,124 $261K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% No change 3,069 $256K
Epiq Partners, LLC 0.12% New 3,065 $256K
Summit Wealth Group, LLC 0.06% New 3,000 $251K
Tortoise Investment Management, LLC 0.02% New 3,000 $251K
Mather Group, Llc. 0.00% No change 2,992 $250K
Bond & Devick Financial Network, Inc. 0.07% Add +14.3% 2,975 $249K
Harfst & Associates, Inc. 0.04% No change 2,975 $249K
Founders Financial Alliance, LLC 0.04% Add +13.8% 2,966 $248K
Coastal Bridge Advisors, LLC 0.02% New 2,917 $244K
Fairman Group, LLC 0.21% No change 2,906 $243K
Lakeshore Capital Group, Inc. 0.20% No change 2,902 $243K
Insight Advisors, LLC/ PA 0.05% Reduce -3.3% 2,900 $242K
Ethos Financial Group, LLC 0.02% Add +4.2% 2,896 $242K
Fort Point Capital Partners LLC 0.03% Reduce -30.9% 2,844 $238K
Golden State Wealth Management, LLC 0.03% No change 2,826 $236K
Diversify Advisory Services, LLC 0.04% Reduce -94.8% 2,734 $236K
Capital Advisors, Ltd. LLC 0.03% Reduce -17.9% 2,817 $235K
Pathstone Holdings, LLC 0.00% New 2,805 $234K
Abacus Wealth Partners, LLC 0.02% New 2,775 $232K
Values Added Financial LLC 0.10% New 2,759 $231K
Sovereign Financial Group, Inc. 0.04% Add +2.5% 2,755 $230K
Bridges Investment Management Inc. 0.00% New 2,725 $228K
Quadrant Capital Group LLC 0.01% No change 2,716 $227K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 2,698 $225K
Gryphon Financial Partners LLC 0.02% New 2,650 $221K
Accredited Investor Services, LLC 0.14% Reduce -4.0% 2,646 $221K
Waverly Advisors, LLC 0.00% Reduce -7.5% 2,610 $218K
FSA Advisors, Inc. 0.14% Reduce -97.9% 2,578 $215K
PFG Investments, LLC 0.01% New 2,552 $213K
Nicholas Wealth, LLC. 0.15% New 2,537 $212K
Amplius Wealth Advisors, LLC 0.02% No change 2,521 $211K
Maseco LLP 0.01% Reduce -14.0% 2,497 $209K
West Wealth Group, LLC 0.04% Reduce -2.6% 2,477 $207K
World Equity Group, Inc. 0.05% New 2,471 $207K
Compass Ion Advisors, LLC 0.02% No change 2,448 $205K
Patriot Financial Group Insurance Agency, LLC 0.01% New 2,410 $201K
Valeo Financial Advisors, LLC 0.00% New 2,395 $200K
TD Capital Management LLC 0.02% New 2,382 $199K
Crewe Advisors LLC 0.02% No change 2,327 $194K
3 Factor Indexing, LLC 0.18% — 2,220 $186K
Smartleaf Asset Management LLC 0.01% Reduce -51.8% 2,188 $177K
Motco 0.02% New 2,078 $174K
Ancora Advisors LLC 0.00% Add +196.9% 2,046 $171K
CoreCap Advisors, LLC 0.01% Add +12.6% 1,951 $163K
Farmers & Merchants Investments Inc. 0.00% New 1,862 $156K
Trust Co 0.01% No change 1,768 $148K
Private Trust Co. NA 0.01% Reduce -9.6% 1,764 $147K
Vanguard Advisers Inc. 0.00% — 1,727 $144K
Ashton Thomas Private Wealth, LLC 0.00% New 1,721 $144K
First PREMIER Bank 0.03% No change 1,716 $143K
AlphaCore Capital LLC 0.00% No change 1,664 $139K
Allspring Global Investments Holdings, LLC 0.00% No change 1,569 $132K
Caldwell Trust Co 0.01% No change 1,547 $129K
Walsh & Associates, LLC 0.13% Reduce -5.0% 1,530 $128K
Hilton Head Capital Partners, LLC 0.07% No change 1,478 $124K
Peterson Wealth Management 0.07% New 1,367 $114K
Portfolio Resources Advisor Group, Inc. 0.11% No change 1,337 $112K
Russell Investments Group, Ltd. 0.00% Reduce -7.6% 1,268 $106K
Lanark Financial, Inc. 0.01% Add +572.9% 1,265 $106K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,240 $103K
Westside Investment Management, Inc. 0.02% Add +365.4% 1,210 $101K
Nemes Rush Group LLC 0.01% No change 1,204 $101K
Turim 21 Investimentos Ltda. 0.02% No change 1,133 $95K
Root Financial Partners, LLC 0.00% Add +214.4% 1,072 $90K
Signaturefd, LLC 0.00% Add +15.8% 1,042 $87K
Archer Investment Corp 0.02% Add +6.7% 1,037 $87K
Security National Bank 0.01% No change 976 $82K
HHM Wealth Advisors, LLC 0.01% Add +19.8% 940 $79K
National Bank of Canada 0.00% Reduce -75.0% 930 $78K
IFG Advisory, LLC 0.22% New 910 $76K
Napier Financial, LLC 0.02% New 908 $76K
Halbert Hargrove Global Advisors, LLC 0.00% No change 852 $71K
Creative Financial Designs Inc. 0.00% No change 831 $69K
Avion Wealth 0.01% No change 835 $69K
Brown Brothers Harriman & Co. 0.00% Reduce -47.2% 817 $68K
Ameriflex Group, Inc. 0.03% Add +18.9% 744 $62K
Geneos Wealth Management Inc. 0.00% Add +0.5% 668 $56K
Capital Investment Advisory Services, LLC 0.00% Reduce -4.7% 628 $52K
Godfrey Financial Associates, Inc. 0.04% Add +267.1% 624 $52K
Hazlett, Burt & Watson, Inc. 0.02% Add +60.7% 617 $52K
Harbor Asset Planning, Inc. 0.04% No change 603 $50K
Fiduciary Advisors, Inc. 0.03% No change 522 $44K
Cetera Trust Company, N.A 0.02% No change 517 $43K
Paladin Advisory Group, LLC 0.03% No change 511 $43K
Glassy Mountain Advisors, Inc. 0.01% No change 508 $42K
CX Institutional 0.00% No change 463 $39K
Legacy Wealth Managment, LLC 0.02% No change 462 $39K
Main Street Group, LTD 0.01% New 437 $37K
N.E.W. Advisory Services LLC 0.00% No change 392 $33K
Creative Capital Management Investments LLC 0.01% New 381 $32K
Armor Investment Advisors, LLC 0.01% No change 379 $32K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +113.7% 359 $30K
Reyes Financial Architecture, Inc. 0.02% New 351 $29K
Murphy & Mullick Capital Management Corp 0.02% Reduce -9.0% 335 $28K
Eastern Bank 0.00% Add +475.9% 334 $28K
Center for Financial Planning, Inc. 0.00% No change 323 $27K
Cassaday & Co Wealth Management LLC 0.00% New 308 $26K
YANKCOM Partnership 0.01% No change 307 $26K
GHP Investment Advisors, Inc. 0.00% Add +117.3% 289 $24K
McGuire Capital Advisors Inc. 0.02% No change 283 $24K
High Note Wealth, LLC 0.00% No change 255 $21K
Rothschild Investment LLC 0.00% No change 248 $21K
Financial Gravity Asset Management, Inc. 0.00% No change 241 $20K
Wellington-Altus USA Inc. 0.01% New 200 $18K
POM Investment Strategies, LLC 0.02% New 200 $17K
Investors Research Corp 0.00% No change 200 $17K
Legacy Bridge, LLC 0.01% No change 187 $16K
Parkside Financial Bank & Trust 0.00% New 186 $16K
Hantz Financial Services, Inc. 0.00% Reduce -47.2% 180 $15K
Investment Counsel Co. of Nevada 0.03% New 176 $15K
Silver Oak Securities, Incorporated 0.00% Reduce -40.5% 169 $14K
Glen Eagle Advisors, LLC 0.00% No change 143 $12K
SJS Investment Consulting Inc. 0.00% New 142 $12K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.1% 138 $12K
St Germain D J Co. Inc. 0.00% New 137 $11K
Gilpin Wealth Management, LLC 0.01% No change 99 $8K
North Star Investment Management Corp. 0.00% No change 85 $7K
American National Bank & Trust 0.00% No change 72 $6K
Bellevue Asset Management, LLC 0.00% No change 67 $6K
Signature Resources Capital Management, LLC 0.00% New 66 $6K
Pittenger & Anderson Inc. 0.00% New 64 $5K
Dunhill Financial, LLC 0.00% No change 64 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 63 $5K
Howe & Rusling Inc. 0.00% New 55 $5K
Salem Investment Counselors Inc. 0.00% New 55 $5K
SBI Securities Co., Ltd. 0.00% New 55 $5K
Key Capital Management, INC 0.00% Add +13.9% 41 $3K
Elevated Capital Advisors, LLC 0.00% No change 40 $3K
Abound Wealth Management 0.00% Add +5.3% 40 $3K
Anfield Capital Management, LLC 0.00% No change 33 $3K
Olistico Wealth, LLC 0.00% No change 30 $3K
Evermay Wealth Management LLC 0.00% Add +480.0% 29 $2K
Deane Retirement Strategies, Inc. 0.00% Reduce -92.7% 25 $2K
Godsey & Gibb, Inc. 0.00% No change 21 $2K
Tompkins Financial Corp. 0.00% No change 21 $2K
MV Capital Management, Inc. 0.00% No change 19 $2K
Cornerstone Planning Group LLC 0.00% No change 16 $1K
NFSG Corp 0.00% New 16 $1K
Guardian Wealth Advisors, LLC / NC 0.00% New 15 $1K
Truvestments Capital LLC 0.00% New 12 $1K
Princeton Global Asset Management LLC 0.00% New 11 $919
Copia Wealth Management 0.00% No change 9 $752
Providence Capital Advisors, LLC 0.00% New 8 $669
BNP Paribas Financial Markets 0.00% New 8 $669
MPWM Advisory Solutions, LLC 0.00% New 7 $585
Westfuller Advisors, LLC 0.00% Reduce -33.3% 6 $501
Delos Wealth Advisors, LLC 0.00% No change 2 $168
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 1 $84
Morling Financial Advisors, LLC 0.00% No change 1 $66
TD Private Client Wealth LLC 0.00% No change 1 $38

"% of holder's portfolio" is IDEV's weight in each manager's 13F, not the share of iShares Core MSCI Dev MKTS the manager owns.