iShares Core MSCI Dev MKTSIDEVETF
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $702.2M |
| Exits | 30 | $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.