iShares 7-10 Year Treasury BIEFETF
13F holders, Q3 2025 (September 30)1,001holders −12
98new positions
99sold out
6famous investors
$96.47avg. 13F price*
At the end of Q3 2025, 1,001 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, down 12 from Q2 2025. 98 opened new positions and 99 sold out. The largest holders were Fisher Asset Management ($8.5B), FMR LLC ($2.9B) and JPMorgan Chase & Co. ($2.6B). 6 famous investors held it, including Ken Fisher (3.1% of Fisher Asset Management's portfolio), George Soros (1.0% of Soros Fund Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares 7-10 Year Treasury B
- CUSIP
- 464287440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $212.0M |
| Exits | 99 | $380.4M |
All 13F filers, Q2 2025 → Q3 2025: 52,933,228 shares bought and 16,375,057 shares sold, net +36,558,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,001 holders
| Fisher Asset Management | 3.06% | Add +52.1% | 87,662,438 | $8.5B |
| FMR LLC | 0.15% | Add +3.9% | 29,705,915 | $2.9B |
| JPMorgan Chase & Co. | 0.16% | Reduce -2.2% | 26,683,350 | $2.6B |
| Ameriprise Financial Inc. | 0.33% | Add +28.2% | 14,950,581 | $1.4B |
| Morgan Stanley | 0.08% | Add +14.2% | 14,302,631 | $1.4B |
| Envestnet Asset Management Inc. | 0.36% | Add +3.0% | 12,820,353 | $1.2B |
| Bank of America Corp. | 0.08% | Add +18.8% | 10,729,197 | $1.0B |
| Bank of Montreal | 0.42% | Add +37.6% | 10,094,434 | $973.7M |
| PNC Financial Services Group, Inc. | 0.49% | Reduce -2.2% | 8,414,922 | $811.7M |
| Raymond James Financial Inc. | 0.19% | Add +4.9% | 6,175,024 | $595.6M |
| Blue Trust, Inc. | 6.45% | Add +6.4% | 5,952,613 | $574.2M |
| Captrust Financial Advisors | 1.01% | Reduce -48.8% | 5,114,591 | $493.4M |
| LPL Financial LLC | 0.13% | Add +3.5% | 4,653,586 | $448.9M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +2.5% | 4,351,564 | $419.8M |
| UBS Group AG | 0.08% | Add +2.0% | 4,294,255 | $414.2M |
| Wells Fargo & Company | 0.06% | Add +3.6% | 3,215,768 | $310.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.86% | Add +2.8% | 3,179,971 | $306.7M |
| Cerity Partners OCIO LLC | 13.65% | Add +7.7% | 2,775,739 | $267.7M |
| Baird Financial Group, Inc. | 0.41% | Add +1.3% | 2,669,292 | $257.5M |
| Mariner, LLC | 0.26% | Reduce -0.8% | 2,104,117 | $203.0M |
| Mutual Advisors, LLC | 4.40% | Add +6.1% | 2,050,726 | $199.7M |
| Coldstream Capital Management Inc. | 2.61% | Add +3.9% | 2,010,135 | $193.9M |
| Peavine Capital, LLC | 37.33% | Add +11.6% | 1,874,111 | $180.8M |
| Wealthcare Capital Management LLC | 18.26% | Add +5.2% | 1,864,523 | $179.9M |
| Alliancebernstein L.P. | 0.06% | Reduce -7.9% | 1,813,794 | $175.0M |
| Truist Financial Corp. | 0.22% | Add +1.2% | 1,683,327 | $162.4M |
| BlackRock, Inc. | 0.00% | Reduce -22.9% | 1,654,015 | $159.5M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +1.4% | 1,643,497 | $158.4M |
| Harvest Portfolios Group Inc. | 2.69% | Reduce -3.2% | 1,513,317 | $146.0M |
| Susquehanna International Group, LLP | 0.21% | Add +51.5% | 1,453,351 | $140.2M |
| Stifel Financial Corp. | 0.12% | Add +26.0% | 1,382,001 | $133.3M |
| NorthCoast Asset Management LLC | 0.48% | Reduce -1.6% | 1,265,159 | $122.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.6% | 1,254,418 | $121.0M |
| Members Trust Co | 3.95% | Reduce -0.3% | 1,244,933 | $120.1M |
| Cetera Investment Advisers | 0.13% | Add +34.4% | 1,145,359 | $110.5M |
| Janney Montgomery Scott LLC | 0.25% | Add +11.5% | 1,104,632 | $106.6M |
| Barclays PLC | 0.04% | Add +22.1% | 1,100,938 | $106.2M |
| Manufacturers Life Insurance Company, The | 0.08% | Add +66.5% | 1,047,622 | $101.1M |
| Assetmark, Inc. | 0.21% | Add +2.5% | 994,636 | $95.9M |
| Victory Capital Management Inc. | 0.06% | Add +3.8% | 964,978 | $93.1M |
| Nationwide Fund Advisors | 5.09% | Reduce -0.5% | 956,142 | $92.2M |
| Ally Invest Advisors Inc. | 6.55% | Add +5.4% | 946,291 | $91.3M |
| Cerity Partners LLC | 0.14% | Reduce -1.3% | 903,812 | $87.2M |
| Royal Bank of Canada | 0.01% | Add +16.2% | 868,001 | $83.7M |
| Avalon Advisory Group | 32.65% | Add +1.5% | 834,969 | $80.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.38% | Add +0.1% | 814,564 | $78.6M |
| Raub Brock Capital Management LP | 16.57% | Add +1.2% | 798,225 | $77.0M |
| WestEnd Advisors, LLC | 1.69% | Add +13.9% | 751,166 | $72.5M |
| Juniper Hill Capital Management LP | 16.98% | No change | 744,199 | $71.8M |
| 3EDGE Asset Management, LP | 4.04% | Add +2.4% | 741,873 | $71.6M |
| Wealthcare Advisory Partners LLC | 1.38% | Add +7.9% | 686,121 | $66.2M |
| Greenwood Gearhart LLC | 3.55% | Add +52.2% | 638,897 | $61.6M |
| Citigroup Inc. | 0.04% | Reduce -17.0% | 634,076 | $61.2M |
| Barings LLC | 1.19% | Reduce -1.7% | 631,843 | $60.9M |
| Commonwealth Equity Services, LLC | 0.08% | Add +10.4% | 629,570 | $60.7M |
| GenTrust, LLC | 2.69% | Add +2.9% | 612,490 | $59.1M |
| Matauro, LLC | 9.37% | Add +3.1% | 611,357 | $59.0M |
| Osaic Holdings, Inc. | 0.08% | Add +49.7% | 602,315 | $58.0M |
| Arkos Global Advisors | 6.99% | Add +4.0% | 568,678 | $54.9M |
| Tanglewood Wealth Management, Inc. | 5.08% | Add +0.3% | 567,028 | $54.7M |
| MAI Capital Management | 0.34% | Add +17.9% | 561,894 | $54.2M |
| Garde Capital, Inc. | 2.64% | Add +5.5% | 543,491 | $52.4M |
| MML Investors Services, LLC | 0.14% | Add +1.9% | 533,294 | $51.4M |
| Bogart Wealth, LLC | 1.92% | Add +3.4% | 489,680 | $47.2M |
| Rafferty Asset Management, LLC | 0.15% | Add +12.3% | 488,622 | $47.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +0.4% | 476,288 | $45.9M |
| Twele Capital Management, Inc. | 8.44% | Add +8.6% | 473,893 | $45.7M |
| Soros Fund Management | 1.04% | Reduce -5.5% | 472,599 | $45.6M |
| Patton Fund Management, Inc. | 8.14% | Add +5.8% | 469,353 | $45.3M |
| Cobblestone Capital Advisors LLC | 2.15% | Add +0.1% | 464,647 | $44.8M |
| Rockefeller Capital Management L.P. | 0.09% | Add +9.6% | 452,820 | $43.7M |
| Karpus Management, Inc. | 1.36% | Add +41.3% | 443,638 | $42.8M |
| Partners Capital Investment Group, LLP | 1.63% | Add +7.2% | 424,554 | $41.0M |
| AIA Group Ltd | 0.72% | Add +5.1% | 420,440 | $40.6M |
| GenWealth Group, Inc. | 7.41% | Add +6.3% | 412,745 | $39.8M |
| Ironwood Wealth Management, LLC. | 13.30% | Add +4.6% | 411,397 | $39.7M |
| AlphaQuest LLC | 2.55% | Add +40.2% | 404,037 | $39.0M |
| LifeGuide Financial Advisors, LLC | 14.12% | Add +0.1% | 402,313 | $38.3M |
| Sompo Asset Management Co., Ltd. | 6.55% | Add +0.9% | 394,709 | $38.1M |
| Beacon Wealthcare LLC | 13.25% | Add +1.7% | 390,900 | $37.7M |
| Community Financial Services Group, LLC | 6.81% | Add +11.1% | 385,350 | $37.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +50.8% | 375,031 | $36.2M |
| Kestra Advisory Services, LLC | 0.16% | Add +370.3% | 367,757 | $35.5M |
| Meeder Asset Management Inc. | 2.01% | Reduce -46.8% | 365,501 | $35.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -10.0% | 360,983 | $34.8M |
| Prudent Investors Network, Inc. | 8.39% | Add +8.8% | 354,901 | $34.2M |
| Willis Johnson & Associates, Inc. | 2.12% | Add +6.1% | 354,508 | $34.2M |
| Focus Financial Network, Inc. | 1.19% | Add +2.7% | 344,850 | $33.3M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +8.6% | 336,525 | $32.5M |
| Kingsview Wealth Management, LLC | 0.49% | Add +52.6% | 332,891 | $32.1M |
| Blue Edge Capital, LLC | 4.41% | Add +0.2% | 322,130 | $31.1M |
| First Financial Bank - Trust Division | 2.65% | Add +4.1% | 322,050 | $31.1M |
| Banco Santander, S.A. | 0.27% | Reduce -24.6% | 314,031 | $30.3M |
| Wealth Management Resources, Inc. | 9.30% | Add +2.0% | 298,096 | $28.8M |
| Sachem Hill LLC | 5.71% | Reduce -0.7% | 295,979 | $28.5M |
| Farther Finance Advisors, LLC | 0.42% | Add +1738.3% | 290,845 | $28.1M |
| Gunma Bank,Ltd. | 8.76% | No change | 290,000 | $28.0M |
| 1607 Capital Partners, LLC | 2.10% | Reduce -12.8% | 288,661 | $27.8M |
| West Paces Advisors Inc. | 5.51% | Add +7.9% | 286,817 | $27.7M |
| Creative Planning | 0.02% | Reduce -1.8% | 282,589 | $27.3M |
| Joule Financial, LLC | 8.06% | Add +64.7% | 279,044 | $26.9M |
| US Bancorp \de | 0.03% | Add +24.1% | 276,660 | $26.7M |
| SG Americas Securities, LLC | 0.10% | Reduce -16.9% | 275,709 | $26.6M |
| Prime Capital Investment Advisors, LLC | 0.33% | Reduce -38.6% | 272,048 | $26.2M |
| Kaydan Wealth Management, Inc. | 7.46% | Add +89.3% | 270,776 | $26.1M |
| NewEdge Advisors, LLC | 0.11% | Add +15.9% | 259,354 | $25.0M |
| Brown Advisory Inc. | 0.03% | Reduce -0.6% | 258,739 | $25.0M |
| Optiver Holding B.V. | 0.40% | New | 257,499 | $24.8M |
| SeaBridge Investment Advisors LLC | 3.87% | Add +1093.1% | 247,025 | $23.8M |
| Act Two Investors LLC | 4.10% | Reduce -1.2% | 239,935 | $23.1M |
| AmeriServ Wealth Advisors | 11.68% | Add +1.3% | 239,583 | $23.1M |
| First Trust Advisors LP | 0.02% | Add +26.6% | 238,265 | $23.0M |
| United Capital Management of KS, Inc. | 3.11% | Add +6.1% | 237,026 | $22.9M |
| Anchor Capital Advisors LLC | 0.66% | Add +1.5% | 235,487 | $22.7M |
| TPG Financial Advisors, LLC | 8.00% | Add +59.4% | 222,647 | $21.5M |
| SimpliFi, Inc. | 9.10% | Add +948.9% | 220,578 | $21.3M |
| Greenleaf Trust | 0.19% | Add +4.0% | 219,845 | $21.2M |
| Bank of New York Mellon Corp | 0.00% | Add +88.0% | 211,045 | $20.4M |
| Financial & Tax Architects, LLC | 4.45% | Add +2.6% | 209,066 | $20.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -6.3% | 208,043 | $20.1M |
| Trustmark Bank Trust Department | 1.29% | Reduce -6.7% | 205,629 | $19.8M |
| Keel Point, LLC | 1.21% | Add +1.2% | 203,092 | $19.6M |
| OneDigital Investment Advisors LLC | 0.20% | Add +9.4% | 202,472 | $19.5M |
| Summit Asset Management, LLC | 3.00% | Add +5.4% | 202,217 | $19.5M |
| Focus Partners Wealth | 0.03% | Add +26.1% | 191,614 | $18.5M |
| Independence Financial Advisors, LLC | 5.63% | Add +58.8% | 191,564 | $18.5M |
| Fifth Third Bancorp | 0.06% | Add +30.4% | 189,171 | $18.2M |
| Benningfield Financial Advisors, LLC | 14.22% | Add +6.1% | 186,856 | $18.0M |
| Portland Global Advisors LLC | 1.99% | Add +1.0% | 184,408 | $17.8M |
| Tiaa Trust, National Association | 0.04% | Add +18.2% | 184,173 | $17.8M |
| Seven Mile Advisory | 2.83% | Add +7059.6% | 179,062 | $17.3M |
| Quaker Wealth Management, LLC | 5.61% | Add +4.8% | 178,708 | $17.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -42.2% | 177,145 | $17.1M |
| Flputnam Investment Management Co. | 0.25% | Add +5.6% | 176,226 | $17.0M |
| Cambridge Associates LLC /Ma/ | 0.31% | Reduce -43.8% | 175,948 | $17.0M |
| Money Concepts Capital Corp. | 1.04% | Add +38.5% | 174,826 | $16.9M |
| U.S. Capital Wealth Advisors, LLC | 0.45% | Add +0.2% | 173,537 | $16.7M |
| Madison Asset Management, LLC | 0.18% | Add +0.1% | 169,739 | $16.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +0.8% | 168,547 | $16.3M |
| Haverford Trust Co | 0.14% | Add +6.1% | 166,057 | $16.0M |
| Atlas Private Wealth Advisors | 3.88% | Add +5.1% | 164,422 | $15.9M |
| Great Valley Advisor Group, Inc. | 0.31% | Add +5.1% | 162,073 | $15.6M |
| Modern Wealth Management, LLC | 0.31% | Reduce -4.3% | 160,552 | $15.5M |
| Leo Wealth, LLC | 2.00% | Reduce -57.6% | 159,749 | $15.4M |
| PFG Advisors | 0.63% | New | 158,342 | $15.3M |
| Maxi Investments CY Ltd | 3.15% | New | 157,000 | $15.1M |
| Retirement Financial Solutions, LLC | 4.70% | Reduce -14.4% | 155,735 | $15.0M |
| Ritholtz Wealth Management | 0.29% | Add +4.2% | 154,273 | $14.9M |
| Strategic Point Investment Advisors, LLC | 2.11% | Add +1.6% | 152,152 | $14.7M |
| Titleist Asset Management, LLC | 1.28% | Add +5.8% | 151,293 | $14.6M |
| Cwm, LLC | 0.04% | Add +27.0% | 149,175 | $14.4M |
| Concurrent Investment Advisors, LLC | 0.24% | Reduce -2.6% | 146,815 | $14.2M |
| Sound Financial Strategies Group, LLC | 10.33% | Add +1.1% | 146,647 | $14.1M |
| Heck Capital Advisors, LLC | 1.09% | Add +13.0% | 146,539 | $14.1M |
| Cadence Wealth Management LLC | 7.40% | Add +19.4% | 146,531 | $14.1M |
| Wolverine Trading, LLC | 0.28% | Reduce -6.6% | 145,863 | $14.1M |
| Cresset Asset Management, LLC | 0.06% | Reduce -28.4% | 139,403 | $13.4M |
| Prospera Financial Services Inc | 0.22% | Add +2.3% | 135,706 | $13.1M |
| Pacific Wealth Management | 6.58% | Add +1.0% | 135,483 | $13.1M |
| TD Private Client Wealth LLC | 0.29% | Add +2.8% | 134,506 | $13.0M |
| Middleton & Co. Inc. | 1.39% | Reduce -1.2% | 133,091 | $12.8M |
| Betterment LLC | 0.03% | Add +77.5% | 132,765 | $12.8M |
| William Howard & Co Financial Advisors Inc | 10.88% | Reduce -4.0% | 132,528 | $12.8M |
| DSG Capital Advisors, LLC | 2.03% | Add +13.6% | 131,759 | $12.7M |
| First Foundation Advisors | 0.47% | Reduce -15.0% | 131,578 | $12.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.7% | 130,610 | $12.6M |
| Cibc World Market Inc. | 0.03% | Reduce -2.6% | 130,257 | $12.6M |
| Bulltick Wealth Management, LLC | 2.95% | Reduce -37.8% | 129,309 | $12.5M |
| Trilogy Capital Inc. | 0.57% | Add +112.1% | 128,768 | $12.4M |
| Waterloo Capital, L.P. | 0.92% | Add +86.6% | 128,261 | $12.4M |
| Waverly Advisors, LLC | 0.12% | Add +7.4% | 126,980 | $12.2M |
| SkyOak Wealth, LLC | 2.29% | Add +14.6% | 125,543 | $12.1M |
| Bison Wealth, LLC | 1.10% | Add +53.8% | 123,180 | $11.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.19% | Reduce -9.1% | 122,106 | $11.8M |
| Park Avenue Securities LLC | 0.09% | Add +25.3% | 121,652 | $11.7M |
| Paragon Capital Management Inc. | 8.74% | Add +2.1% | 121,038 | $11.7M |
| Little House Capital LLC | 2.68% | Add +2.3% | 120,860 | $11.7M |
| Old Mission Capital LLC | 0.42% | New | 120,666 | $11.6M |
| Werba Rubin Papier Wealth Management | 1.88% | Add +5.2% | 120,565 | $11.6M |
| Jane Street Group, LLC | 0.01% | Reduce -67.6% | 119,785 | $11.6M |
| Pinnacle Associates Ltd. | 0.15% | Add +4.0% | 119,299 | $11.5M |
| Arvest Investments, Inc. | 1.64% | Add +250.6% | 118,307 | $11.4M |
| Transamerica Financial Advisors, LLC | 0.95% | Add +17.9% | 118,105 | $11.4M |
| Nepc LLC | 0.30% | New | 116,950 | $11.3M |
| Private Advisor Group, LLC | 0.06% | Add +37.4% | 116,847 | $11.3M |
| Sicart Associates LLC | 3.05% | Add +5.3% | 116,779 | $11.3M |
| Sollinda Capital Management LLC | 3.07% | Add +0.2% | 116,138 | $11.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.08% | Add +10.9% | 114,834 | $11.1M |
| Hudock, Inc. | 1.65% | Add +1.0% | 112,770 | $10.9M |
| Jones Financial Companies LLLP | 0.01% | Add +27.0% | 111,901 | $10.8M |
| Meridian Management Co. | 2.87% | Add +9.0% | 111,155 | $10.7M |
| Quinn Opportunity Partners LLC | 0.77% | Reduce -21.4% | 110,000 | $10.6M |
| Jessup Wealth Management, Inc | 3.92% | Add +14.7% | 109,125 | $10.5M |
| Pallas Capital Advisors LLC | 0.38% | Add +3.5% | 108,088 | $10.4M |
| Lincoln Capital Corp. | 3.70% | Add +2.8% | 106,662 | $10.3M |
| U S Wealth Group, Llc. | 6.68% | Add +37.1% | 106,018 | $10.2M |
| Summit Financial, LLC | 0.16% | Reduce -4.3% | 105,061 | $10.1M |
| Net Worth Advisory Group | 2.92% | Reduce -5.3% | 104,635 | $10.1M |
| High Note Wealth, LLC | 2.02% | Reduce -1.8% | 104,430 | $10.1M |
| Systelligence, LLC | 1.90% | Add +26.4% | 104,025 | $10.0M |
| Spire Wealth Management | 0.34% | Reduce -0.5% | 103,529 | $10.0M |
| Stableford Capital II LLC | 3.57% | Add +4.9% | 102,394 | $9.9M |
| Arete Wealth Advisors, LLC | 0.61% | Reduce -36.7% | 101,000 | $9.7M |
| Scotia Capital Inc. | 0.04% | Reduce -1.9% | 100,510 | $9.7M |
| Advisors Preferred, LLC | 1.41% | Reduce -80.8% | 99,170 | $9.6M |
| Summit Wealth Partners, LLC | 1.70% | Add +3.3% | 97,558 | $9.4M |
| Goodman Advisory Group, LLC | 2.32% | Add +73.2% | 96,693 | $9.3M |
| Brookstone Capital Management | 0.11% | Add +1.1% | 95,996 | $9.3M |
| Atria Investments, Inc | 0.11% | Add +4.5% | 95,858 | $9.2M |
| Graybill Wealth Management, LTD. | 2.83% | Add +2.2% | 95,452 | $9.2M |
| Janney Capital Management LLC | 0.57% | Reduce -2.1% | 95,006 | $9.2M |
| Avalon Capital Management | 2.21% | New | 93,437 | $9.0M |
| Chicago Partners Investment Group LLC | 0.24% | Add +3.4% | 92,277 | $9.0M |
| Citizens Financial Group Inc. | 0.12% | Reduce -4.1% | 92,360 | $8.9M |
| IFG Advisory, LLC | 0.40% | Add +5.1% | 91,774 | $8.9M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -2.0% | 91,487 | $8.8M |
| Common Fund for Nonprofit Organizations | 0.75% | Add +1.0% | 90,284 | $8.7M |
| Moneta Group Investment Advisors LLC | 0.07% | New | 89,901 | $8.7M |
| Greenwood Capital Associates LLC | 1.00% | Add +1.1% | 89,556 | $8.6M |
| Ameraudi Asset Management, Inc. | 5.22% | Add +9.6% | 89,532 | $8.6M |
| Comerica Bank | 0.03% | Add +13.0% | 89,052 | $8.6M |
| Bond & Devick Financial Network, Inc. | 2.58% | Add +14.6% | 89,009 | $8.6M |
| Premier Path Wealth Partners, LLC | 1.10% | Add +0.4% | 88,902 | $8.6M |
| Clark Capital Management Group, Inc. | 0.05% | Add +2872.0% | 88,240 | $8.5M |
| Dimension Capital Management LLC | 1.23% | Reduce -3.7% | 87,925 | $8.5M |
| Advisory Services Network, LLC | 0.12% | Reduce -5.4% | 87,728 | $8.5M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -48.4% | 87,380 | $8.4M |
| One Day In July LLC | 0.71% | Reduce -1.3% | 87,074 | $8.4M |
| MTC Wealth Management LLC | 3.88% | Reduce -0.7% | 86,357 | $8.3M |
| Prudential PLC | 0.06% | Add +20.1% | 85,456 | $8.2M |
| Kensington Asset Management, LLC | 0.48% | Reduce -43.2% | 83,454 | $8.0M |
| Rothschild Wealth LLC | 1.74% | Add +6.8% | 82,714 | $8.0M |
| Foundations Investment Advisors, LLC | 0.11% | Reduce -52.6% | 81,678 | $7.9M |
| Ssi Investment Management LLC | 2.96% | Add +1.7% | 81,121 | $7.8M |
| Syntax Research, Inc. | 4.98% | Add +7.5% | 80,297 | $7.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +28.9% | 79,536 | $7.7M |
| Leuthold Group, LLC | 0.82% | Reduce -3.2% | 77,679 | $7.5M |
| Readystate Asset Management LP | 0.71% | New | 76,000 | $7.3M |
| TD Waterhouse Canada Inc. | 0.05% | Reduce -50.3% | 73,938 | $7.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.54% | Add +2.9% | 73,899 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.06% | New | 72,453 | $7.0M |
| Mgo One Seven LLC | 0.16% | Add +67.6% | 71,213 | $6.9M |
| Tennessee Valley Asset Management Partners | 0.92% | Add +65.0% | 70,447 | $6.8M |
| Diversify Advisory Services, LLC | 0.23% | Add +3.0% | 69,774 | $6.7M |
| Corient Private Wealth LP | 0.01% | Reduce -4.3% | 69,705 | $6.7M |
| Millennium Management | 0.01% | Reduce -29.4% | 69,496 | $6.7M |
| Compass Financial Group, Inc. | 2.98% | Reduce -2.8% | 68,897 | $6.6M |
| Country Club Bank | 0.39% | Add +6.6% | 68,848 | $6.6M |
| IFP Advisors, Inc | 0.17% | Add +7.7% | 68,629 | $6.6M |
| Bessemer Group Inc. | 0.01% | No change | 68,269 | $6.6M |
| GAM Holding AG | 0.41% | Add +21.4% | 68,000 | $6.6M |
| RPg Family Wealth Advisory, LLC | 1.42% | Add +4.5% | 67,033 | $6.5M |
| Principal Securities, Inc. | 0.11% | Add +5.3% | 66,855 | $6.4M |
| Mather Group, Llc. | 0.06% | New | 66,628 | $6.4M |
| Leavell Investment Management, Inc. | 0.27% | Add +17.9% | 66,606 | $6.4M |
| BCM Advisors, LLC | 1.29% | Reduce -4.3% | 65,820 | $6.4M |
| White Pine Investment CO | 1.51% | Add +12.7% | 65,962 | $6.4M |
| Anfield Capital Management, LLC | 1.87% | Reduce -4.9% | 65,882 | $6.4M |
| Litman Gregory Wealth Management LLC | 0.47% | Reduce -4.2% | 65,245 | $6.3M |
| AMG National Trust Bank | 0.15% | Add +1.5% | 64,627 | $6.2M |
| Mission Wealth Management, LP | 0.13% | New | 64,500 | $6.2M |
| HM Payson & Co. | 0.09% | No change | 63,890 | $6.2M |
| Legacy PCG, LLC | 3.69% | Add +2.5% | 63,794 | $6.2M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -16.1% | 63,723 | $6.1M |
| Altman Advisors, Inc. | 2.31% | Add +5.9% | 62,562 | $6.0M |
| SPC Financial, Inc. | 0.47% | Add +8.0% | 62,543 | $6.0M |
| Quadrature Capital Ltd | 0.07% | New | 61,593 | $5.9M |
| James Investment Research, Inc. | 0.65% | Add +6.8% | 61,548 | $5.9M |
| Compound Planning, Inc. | 0.19% | Add +6.3% | 61,535 | $5.9M |
| IHT Wealth Management, LLC | 0.15% | Reduce -1.3% | 61,416 | $5.9M |
| Capital Insight Partners, LLC | 0.98% | Reduce -1.0% | 61,307 | $5.9M |
| First Interstate Bank | 0.32% | Add +10.2% | 60,603 | $5.8M |
| Ssa Swiss Advisors AG | 2.66% | Add +16.8% | 59,381 | $5.7M |
| Muirfield Wealth Advisors LLC | 4.24% | Add +5.4% | 59,285 | $5.7M |
| Pinnacle Financial Partners Inc | 0.14% | Reduce -20.4% | 59,102 | $5.7M |
| Summit Global Investments | 0.33% | Add +2.1% | 58,728 | $5.7M |
| Evergreen Capital Management LLC | 0.13% | Add +3.9% | 58,271 | $5.6M |
| DAVENPORT & Co LLC | 0.03% | Add +12.1% | 57,834 | $5.6M |
| IPG Investment Advisors LLC | 0.99% | Reduce -1.2% | 57,716 | $5.6M |
| 1858 Wealth Management, LLC | 3.86% | New | 57,004 | $5.5M |
| Worth Asset Management, LLC | 2.45% | New | 56,582 | $5.5M |
| Tru Independence Asset Management 2, LLC | 3.57% | Reduce -0.9% | 56,256 | $5.4M |
| Alliance Wealth Advisors, LLC | 1.25% | Add +2.2% | 55,120 | $5.3M |
| Lifeworks Advisors, LLC | 0.71% | Add +11.6% | 55,056 | $5.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +62.7% | 54,683 | $5.3M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +97.4% | 54,628 | $5.3M |
| Good Steward Wealth Advisors,LLC | 3.58% | Add +420.3% | 53,661 | $5.2M |
| 1832 Asset Management L.P. | 0.01% | Add +1.3% | 53,513 | $5.2M |
| Integrated Advisors Network LLC | 0.22% | Add +3.0% | 53,114 | $5.1M |
| Values First Advisors, Inc. | 2.74% | Add +2.2% | 53,099 | $5.1M |
| Beirne Wealth Consulting Services, LLC | 1.22% | Add +6.3% | 52,862 | $5.1M |
| Aspire Capital Advisors LLC | 1.24% | Reduce -0.9% | 52,310 | $5.0M |
| Ballew Advisors, Inc | 2.79% | Add +6.6% | 51,332 | $5.0M |
| American National Bank of Texas | 4.62% | — | 50,881 | $4.9M |
| AE Wealth Management LLC | 0.03% | Add +95.9% | 50,065 | $4.8M |
| Persistent Asset Partners Ltd | 3.49% | New | 50,000 | $4.8M |
| Mirabaud & Cie SA | 1.51% | Reduce -75.1% | 49,145 | $4.7M |
| Daymark Wealth Partners, LLC | 0.16% | Add +7.3% | 49,015 | $4.7M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -7.8% | 48,511 | $4.7M |
| Stablepoint Partners, LLC | 0.73% | Add +25.3% | 47,587 | $4.6M |
| Commerce Bank | 0.03% | Add +1.7% | 47,577 | $4.6M |
| Rossby Financial, LCC | 1.50% | Add +9.4% | 46,906 | $4.5M |
| MY Wealth Management Inc. | 3.93% | Reduce -0.1% | 46,491 | $4.5M |
| DRW Securities, LLC | 0.23% | New | 46,213 | $4.5M |
| Capital Advisors Wealth Management, LLC | 0.63% | Reduce -34.2% | 45,734 | $4.4M |
| DDD Partners, LLC | 0.28% | Add +5.9% | 45,613 | $4.4M |
| Sovran Advisors, LLC | 0.39% | Add +18.6% | 45,434 | $4.4M |
| Lazard Asset Management LLC | 0.01% | New | 45,469 | $4.4M |
| Constant Guidance Financial LLC | 3.49% | New | 45,340 | $4.4M |
| Circle Wealth Management, LLC | 0.08% | Add +9.0% | 44,886 | $4.3M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -6.7% | 44,289 | $4.3M |
| FreeGulliver LLC | 1.91% | Add +1.3% | 44,121 | $4.3M |
| Edgestream Partners, L.P. | 0.12% | Add +188.2% | 44,060 | $4.3M |
| Modera Wealth Management, LLC | 0.05% | Add +0.0% | 43,933 | $4.2M |
| Portside Wealth Group, LLC | 0.58% | Add +6.4% | 43,676 | $4.2M |
| Nvwm, LLC | 0.94% | Add +1.4% | 43,328 | $4.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.88% | New | 43,223 | $4.2M |
| Headlands Technologies LLC | 0.33% | Add +4787.5% | 43,254 | $4.2M |
| Meridian Wealth Management, LLC | 0.16% | Add +6.3% | 43,026 | $4.1M |
| Sage Advisory Services, Ltd.Co. | 2.17% | Add +1.4% | 42,892 | $4.1M |
| CPR Investments Inc. | 2.84% | Add +23.6% | 42,818 | $4.1M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +390.3% | 42,644 | $4.1M |
| Global View Capital Management LLC | 0.86% | Add +38.3% | 41,992 | $4.1M |
| Riggs Asset Managment Co. Inc. | 0.88% | Reduce -9.8% | 41,827 | $4.0M |
| Warner Financial, Inc. | 1.50% | Add +10.5% | 41,746 | $4.0M |
| Tidal Investments LLC | 0.02% | Add +112.2% | 41,431 | $4.0M |
| Signet Financial Management, LLC | 0.46% | Add +5.8% | 41,340 | $4.0M |
| Crabel Capital Management, LLC | 3.57% | Reduce -24.7% | 41,330 | $4.0M |
| Stephens Inc. | 0.05% | Reduce -2.0% | 40,996 | $4.0M |
| Keybank National Association | 0.01% | Add +12.8% | 40,862 | $3.9M |
| Miller Financial Services LLC | 4.53% | Add +9.3% | 40,619 | $3.9M |
| Coastal Bridge Advisors, LLC | 0.30% | Add +11.3% | 40,522 | $3.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.10% | Add +6.3% | 40,240 | $3.9M |
| Wealthcare Capital Partners, LLC | 1.76% | Add +7.0% | 39,679 | $3.8M |
| Moloney Securities Asset Management, LLC | 0.46% | Add +817.2% | 39,557 | $3.8M |
| Veridan Wealth LLC | 1.31% | — | 39,553 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -23.4% | 38,708 | $3.7M |
| Capital Analysts, LLC | 0.11% | Reduce -8.3% | 38,606 | $3.7M |
| Wealth Alliance, LLC | 0.38% | New | 38,421 | $3.7M |
| Canal Capital Management, LLC | 0.55% | Add +0.8% | 38,281 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.56% | Reduce -0.8% | 37,728 | $3.6M |
| Hershey Financial Advisers, LLC | 3.12% | New | 37,704 | $3.6M |
| HSBC Holdings PLC | 0.00% | Reduce -70.2% | 37,435 | $3.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +13.7% | 37,005 | $3.6M |
| Dow Chemical Co. | 1.36% | New | 36,808 | $3.6M |
| One Degree Advisors Inc | 1.09% | Reduce -17.9% | 36,780 | $3.5M |
| Northstar Advisory Group, LLC | 1.45% | New | 36,704 | $3.5M |
| Forte Asset Management LLC | 1.69% | Add +0.5% | 36,478 | $3.5M |
| Berkshire Asset Management LLC | 0.15% | Reduce -10.0% | 35,899 | $3.5M |
| 1620 Investment Advisors, Inc. | 2.33% | Add +4.6% | 35,447 | $3.4M |
| Central Pacific Bank - Trust Division | 0.43% | Add +4.7% | 35,355 | $3.4M |
| Retirement Capital Strategies | 1.31% | Reduce -0.8% | 35,332 | $3.4M |
| Sykon Capital LLC | 1.12% | Add +78.1% | 34,834 | $3.4M |
| Flagstar Securities, Inc. | 1.03% | Add +250.7% | 34,807 | $3.4M |
| Dorsey Wright & Associates | 0.75% | Add +8.5% | 34,775 | $3.4M |
| First National Bank of Omaha | 0.21% | No change | 34,584 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -10.4% | 34,178 | $3.3M |
| &partners | 0.02% | Add +13.7% | 34,178 | $3.3M |
| Koshinski Asset Management, Inc. | 0.23% | Add +3.2% | 34,176 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -7.3% | 34,046 | $3.3M |
| Promethium Advisors,llc | 1.86% | Reduce -9.8% | 33,676 | $3.2M |
| Global Retirement Partners, LLC | 0.07% | Reduce -59.4% | 33,597 | $3.2M |
| Synovus Financial Corp. | 0.04% | Reduce -0.6% | 33,500 | $3.2M |
| Greatmark Investment Partners, Inc. | 0.39% | Reduce -0.6% | 33,331 | $3.2M |
| Stordahl Capital Management, Inc. | 0.67% | Add +2.1% | 32,859 | $3.2M |
| Insight Wealth Strategies, LLC | 0.37% | Reduce -0.8% | 32,796 | $3.2M |
| Fca Corp. | 0.87% | Reduce -17.9% | 32,446 | $3.1M |
| Sigma Planning Corp | 0.09% | Add +3.1% | 32,269 | $3.1M |
| Columbus Macro, LLC | 0.35% | Reduce -0.5% | 32,081 | $3.1M |
| MFA Wealth Services | 2.14% | Add +2.3% | 32,066 | $3.1M |
| Acropolis Investment Management, LLC | 0.16% | Add +6.4% | 32,160 | $3.1M |
| Beam Wealth Advisors, Inc. | 0.83% | Add +0.3% | 31,603 | $3.0M |
| Dynamic Wealth Strategies, LLC | 2.03% | Add +51.9% | 31,495 | $3.0M |
| World Investment Advisors | 0.06% | Reduce -4.9% | 31,084 | $3.0M |
| Coppell Advisory Solutions LLC | 0.32% | Add +24.3% | 31,016 | $3.0M |
| Empowered Funds, LLC | 0.03% | Add +48.3% | 30,977 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +49.6% | 30,481 | $2.9M |
| Choreo, LLC | 0.04% | Add +2.1% | 30,408 | $2.9M |
| Lido Advisors, LLC | 0.01% | Add +3.1% | 30,250 | $2.9M |
| Lanark Financial, Inc. | 0.22% | Add +11.7% | 30,047 | $2.9M |
| Integras Partners LLC | 2.34% | Reduce -7.5% | 29,973 | $2.9M |
| VestGen Investment Management | 1.71% | Add +12.1% | 29,478 | $2.8M |
| Dynasty Wealth Management, LLC | 0.04% | Add +429.6% | 29,401 | $2.8M |
| Eastern Bank | 0.05% | Reduce -21.5% | 29,367 | $2.8M |
| Israel Discount Bank of New York | 8.38% | Reduce -14.8% | 29,339 | $2.8M |
| Belpointe Asset Management LLC | 0.11% | Reduce -8.8% | 29,230 | $2.8M |
| Spectrum Strategic Capital Management, LLC | 1.67% | Add +13.4% | 28,947 | $2.8M |
| LWM Advisors Inc. | 2.51% | New | 28,932 | $2.8M |
| 17 Capital Partners, LLC | 1.51% | Add +0.3% | 28,799 | $2.8M |
| LFA - Lugano Financial Advisors SA | 1.46% | No change | 28,863 | $2.8M |
| Mount Lucas Management LP | 1.24% | Reduce -42.5% | 28,572 | $2.8M |
| Boltwood Capital Management | 0.73% | Reduce -4.0% | 28,498 | $2.7M |
| Voya Financial Advisors, Inc. | 0.26% | Add +22.5% | 28,038 | $2.7M |
| Boreal Capital Management LLC | 2.59% | Add +1308.4% | 27,985 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Add +15.3% | 27,833 | $2.7M |
| Lighthouse Investment Partners, LLC | 0.10% | Reduce -24.8% | 27,592 | $2.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -21.4% | 26,960 | $2.6M |
| Silverleafe Capital Partners, LLC | 0.80% | Add +2.7% | 26,936 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +8.8% | 26,684 | $2.6M |
| Burns Matteson Capital Management, LLC | 1.07% | New | 26,550 | $2.6M |
| Krilogy Financial LLC | 0.10% | Reduce -8.0% | 26,599 | $2.6M |
| Focused Wealth Management, Inc | 0.27% | Add +4.8% | 26,219 | $2.5M |
| Cypress Capital, LLC | 0.72% | Add +0.8% | 26,209 | $2.5M |
| Winthrop Capital Management, LLC | 0.61% | Add +12.3% | 26,199 | $2.5M |
| Fortitude Advisory Group L.L.C. | 1.36% | Add +9.4% | 26,181 | $2.5M |
| Schroder Investment Management Group | 0.00% | New | 26,115 | $2.5M |
| Tudor Investment Corporation | 0.02% | Reduce -90.9% | 25,792 | $2.5M |
| Q Fund Management (Hong Kong) Ltd | 1.67% | No change | 25,000 | $2.4M |
| Midwest Trust Co | 0.03% | Reduce -0.8% | 24,785 | $2.4M |
| Armstrong Advisory Group, Inc. | 0.17% | Reduce -87.3% | 24,768 | $2.4M |
| Amundi | 0.00% | No change | 24,500 | $2.4M |
| Financial Advocates Investment Management | 1.32% | Reduce -49.2% | 24,395 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.2% | 24,155 | $2.3M |
| Virtue Capital Management, LLC | 0.37% | Reduce -98.7% | 3,462 | $2.3M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +4.5% | 23,910 | $2.3M |
| Asset Management Group, Inc. | 0.37% | Reduce -2.1% | 23,555 | $2.3M |
| Semitam Bonam LLC | 2.03% | Add +2.4% | 23,515 | $2.3M |
| Simplicity Wealth,LLC | 0.13% | Reduce -54.0% | 22,849 | $2.2M |
| ORG Partners LLC | 0.40% | Reduce -3.0% | 22,499 | $2.2M |
| First American Trust, FSB | 0.16% | Add +0.3% | 22,390 | $2.2M |
| Certior Financial Group, LLC | 1.47% | Reduce -1.9% | 22,379 | $2.2M |
| ETF Store, Inc. | 2.28% | Add +5.8% | 22,335 | $2.2M |
| Sharpepoint LLC | 1.94% | Add +27.0% | 22,291 | $2.2M |
| Buck Wealth Strategies, LLC | 0.29% | Add +3.9% | 22,157 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Add +13.6% | 22,065 | $2.1M |
| Ascent Group, LLC | 0.08% | Add +7.4% | 22,033 | $2.1M |
| Forefront Wealth Partners, LLC | 0.53% | New | 22,027 | $2.1M |
| National Bank of Canada | 0.00% | Reduce -87.3% | 21,912 | $2.1M |
| Regatta Capital Group, LLC | 0.33% | Add +2.3% | 21,666 | $2.1M |
| Ascentis Wealth Management, LLC | 0.50% | Add +1.1% | 21,610 | $2.1M |
| J. Safra Sarasin Holding AG | 0.03% | Add +19.0% | 21,588 | $2.1M |
| Robinson Value Management, Ltd. | 1.20% | Reduce -3.9% | 21,538 | $2.1M |
| Mfa Wealth Advisors, LLC | 0.45% | Add +9.6% | 21,513 | $2.1M |
| Fund Evaluation Group, LLC | 0.07% | No change | 21,396 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -16.6% | 20,718 | $2.0M |
| Formidable Asset Management, LLC | 0.31% | Reduce -0.2% | 20,710 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +556.8% | 20,441 | $2.0M |
| Purus Wealth Management, LLC | 0.61% | Add +5.0% | 19,893 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Reduce -18.5% | 19,494 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -25.1% | 19,438 | $1.9M |
| Vident Advisory, LLC | 0.02% | Add +7.0% | 19,072 | $1.8M |
| Matrix Trust Co | 0.29% | Reduce -8.0% | 19,030 | $1.8M |
| waypoint wealth counsel | 0.72% | Add +0.4% | 18,922 | $1.8M |
| Lokken Investment Group LLC | 0.62% | Reduce -2.8% | 18,755 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +33.1% | 18,698 | $1.8M |
| Midwest Professional Planners, LTD. | 0.44% | Add +1.8% | 18,670 | $1.8M |
| Biltmore Wealth Management, LLC | 0.69% | Reduce -2.3% | 18,626 | $1.8M |
| Legacy Wealth Managment, LLC | 0.79% | Add +25.9% | 18,130 | $1.7M |
| Wealthspire Retirement, LLC | 0.11% | Add +20.5% | 17,858 | $1.7M |
| Savior LLC | 7.56% | Add +29.1% | 17,604 | $1.7M |
| Independent Advisor Alliance | 0.04% | Add +70.5% | 17,563 | $1.7M |
| Ibex Wealth Advisors | 0.16% | Reduce -5.1% | 17,552 | $1.7M |
| Cordgrass Capital Advisors, LLC | 0.42% | Add +12.2% | 17,511 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | No change | 17,370 | $1.7M |
| Certus Wealth Management, LLC | 1.00% | Reduce -16.9% | 17,308 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.61% | Add +2.1% | 17,194 | $1.7M |
| United Asset Strategies, Inc. | 0.13% | Add +6.4% | 17,137 | $1.7M |
| ABLE Financial Group, LLC | 0.36% | Add +9.8% | 17,107 | $1.7M |
| SFG Wealth Management, LLC. | 0.71% | Reduce -66.3% | 16,967 | $1.6M |
| Erickson Financial Group, LLC | 1.03% | Add +4.8% | 16,940 | $1.6M |
| Strategic Blueprint, LLC | 0.07% | Reduce -25.6% | 16,701 | $1.6M |
| Clarity Financial LLC | 0.16% | Reduce -97.7% | 16,697 | $1.6M |
| SevenBridge Financial Group, LLC | 0.27% | Reduce -21.4% | 16,621 | $1.6M |
| Biondo Investment Advisors, LLC | 0.20% | Add +4.9% | 16,657 | $1.6M |
| FLP Wealth Management, LLC | 4.52% | Reduce -3.7% | 16,644 | $1.6M |
| Smartleaf Asset Management LLC | 0.10% | Add +3650.9% | 16,504 | $1.6M |
| First International Bank of Israel Ltd. | 0.90% | Add +10.2% | 16,497 | $1.6M |
| Wallace Advisory Group, LLC | 1.28% | Reduce -8.5% | 16,577 | $1.6M |
| American Trust | 0.13% | New | 16,370 | $1.6M |
| Andina Capital Management, LLC | 0.89% | Add +0.4% | 16,361 | $1.6M |
| Evoke Wealth, LLC | 0.03% | Reduce -20.2% | 16,226 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -31.0% | 16,221 | $1.6M |
| Composition Wealth, LLC | 0.02% | New | 16,032 | $1.5M |
| Atlas Brown,Inc. | 0.45% | Reduce -0.6% | 15,762 | $1.5M |
| Cypress Financial Planning LLC | 0.47% | No change | 15,727 | $1.5M |
| Davies Financial Advisors, Inc. | 1.23% | Reduce -3.2% | 15,691 | $1.5M |
| M Holdings Securities, Inc. | 0.32% | New | 15,625 | $1.5M |
| Fiducient Advisors LLC | 0.17% | Add +3.7% | 15,380 | $1.5M |
| DMC Group, LLC | 1.02% | Add +4.8% | 15,341 | $1.5M |
| Independent Financial Group, LLC | 0.04% | Reduce -68.0% | 15,286 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -0.7% | 15,257 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -2.7% | 15,220 | $1.5M |
| First Community Trust NA | 1.13% | No change | 15,185 | $1.5M |
| Ethos Financial Group, LLC | 0.11% | Reduce -21.7% | 15,085 | $1.5M |
| RFG Advisory, LLC | 0.03% | Add +21.8% | 15,010 | $1.4M |
| Generation Capital Management LLC | 1.05% | No change | 14,970 | $1.4M |
| Optima Capital LLC | 0.70% | Reduce -1.8% | 14,875 | $1.4M |
| Prism Advisors, Inc. | 0.38% | Add +2.9% | 14,591 | $1.4M |
| Icon Wealth Advisors, LLC | 0.09% | Add +84.7% | 14,342 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +5.8% | 14,257 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.43% | New | 14,212 | $1.4M |
| WealthTrust Asset Management, LLC | 0.94% | Add +2.3% | 14,024 | $1.4M |
| LexAurum Advisors, LLC | 0.19% | Add +0.1% | 13,852 | $1.3M |
| HCR Wealth Advisors | 0.14% | Reduce -0.9% | 13,670 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | No change | 13,646 | $1.3M |
| Ascentis Independent Advisors | 0.22% | Add +24.5% | 13,637 | $1.3M |
| Magnolia Private Wealth, LLC | 0.96% | Reduce -9.5% | 13,609 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.09% | No change | 13,543 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +383.0% | 13,495 | $1.3M |
| Transatlantique Private Wealth LLC | 0.43% | New | 13,479 | $1.3M |
| Dakota Wealth Management | 0.03% | Add +20.1% | 13,474 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Reduce -2.0% | 13,370 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +61.8% | 13,233 | $1.3M |
| KG Capital Management | 0.35% | Add +41.2% | 13,176 | $1.3M |
| Lewis Asset Management, LLC | 0.52% | Add +1.1% | 13,158 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | Add +3.1% | 13,140 | $1.3M |
| Camarda Financial Advisors, LLC | 0.47% | Add +2.7% | 13,099 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | No change | 13,248 | $1.3M |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -7.6% | 13,005 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -46.5% | 13,005 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +4.0% | 12,967 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +4.0% | 12,472 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +35.8% | 12,438 | $1.2M |
| NorthRock Partners, LLC | 0.02% | New | 12,405 | $1.2M |
| Hanover Advisors Inc. | 0.46% | Reduce -3.5% | 12,379 | $1.2M |
| Cosner Financial Group, LLC | 0.64% | Reduce -0.1% | 12,295 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Add +0.3% | 12,246 | $1.2M |
| Spreng Capital Management, Inc. | 0.48% | Reduce -26.4% | 12,148 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Add +3.3% | 12,143 | $1.2M |
| Leigh Baldwin & Co., LLC | 0.66% | Reduce -1.1% | 12,077 | $1.2M |
| Forza Wealth Management, LLC | 0.44% | Reduce -3.1% | 11,999 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.09% | Add +5.9% | 11,969 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.2% | 11,888 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.25% | Reduce -9.6% | 11,859 | $1.1M |
| Summa Corp. | 0.50% | Add +82.3% | 11,851 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +151.5% | 11,828 | $1.1M |
| PFG Investments, LLC | 0.06% | Add +66.8% | 11,810 | $1.1M |
| Balefire, LLC | 0.23% | Add +14.1% | 11,771 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.37% | Reduce -30.7% | 11,756 | $1.1M |
| Csenge Advisory Group | 0.05% | Reduce -31.5% | 11,620 | $1.1M |
| Advance Capital Management, Inc. | 0.05% | Reduce -18.6% | 11,467 | $1.1M |
| WBH Advisory Inc. | 0.08% | Reduce -38.5% | 11,371 | $1.1M |
| Turim 21 Investimentos Ltda. | 0.37% | Reduce -70.8% | 11,351 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +30.9% | 11,349 | $1.1M |
| TriaGen Wealth Management LLC | 0.29% | Add +18.5% | 11,335 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +7878.9% | 11,330 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.24% | Reduce -16.5% | 11,298 | $1.1M |
| Valtrion Capital Management, LLC | 1.17% | Reduce -2.1% | 11,274 | $1.1M |
| Rollins Financial Advisors, LLC | 0.16% | Add +6.6% | 11,123 | $1.1M |
| Brighton Jones LLC | 0.03% | New | 11,106 | $1.1M |
| Global Assets Advisory, LLC | 0.32% | Add +3.0% | 11,054 | $1.1M |
| Brookwood Investment Group LLC | 0.14% | Add +1.9% | 11,017 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +251.6% | 10,978 | $1.1M |
| Guidance Capital, Inc. | 0.27% | Add +20.1% | 10,688 | $1.0M |
| Hamlin Capital Management, LLC | 0.02% | New | 10,756 | $1.0M |
| Evelyn Partners Asset Management Ltd | 0.23% | Add +0.1% | 10,750 | $1.0M |
| Blair William & Co. | 0.00% | Add +0.8% | 10,635 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.3% | 10,534 | $1.0M |
| Discovery Capital Management, LLC / CT | 0.06% | Add +0.9% | 10,377 | $1.0M |
| Rockingstone Advisors LLC | 0.49% | Reduce -0.6% | 10,375 | $1.0M |
| Eagle Global Advisors LLC | 0.04% | Add +40.0% | 10,357 | $999K |
| RiverFront Investment Group, LLC | 0.02% | Reduce -1.9% | 10,295 | $993K |
| King Wealth Management Group | 0.12% | Reduce -1.6% | 10,288 | $992K |
| Fortune Financial Advisors, LLC | 0.74% | Add +0.1% | 10,169 | $981K |
| Cascades Capital Asset Management, LLC | 0.44% | New | 10,133 | $977K |
| FDx Advisors, Inc. | 0.29% | Add +328.5% | 10,066 | $975K |
| Roundview Capital LLC | 0.06% | Reduce -0.8% | 10,102 | $974K |
| Black Maple Capital Management LP | 0.70% | Reduce -83.6% | 10,000 | $965K |
| Legacy Private Trust Co. | 0.06% | Reduce -1.7% | 9,819 | $947K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -12.1% | 9,813 | $947K |
| JB Capital LLC | 0.04% | Add +25.9% | 9,754 | $941K |
| Natixis | 0.01% | Add +1954.0% | 9,736 | $939K |
| Phil A. Younker & Associates, Ltd. | 0.72% | No change | 9,705 | $936K |
| Tandem Financial, LLC | 0.35% | New | 9,671 | $933K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -33.4% | 9,617 | $928K |
| HUB Investment Partners, LLC | 0.03% | Add +1.1% | 9,448 | $911K |
| Clearstead Advisors, LLC | 0.01% | Reduce -13.7% | 9,432 | $910K |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.4% | 9,364 | $903K |
| TCP Asset Management, LLC | 0.16% | Add +0.1% | 9,245 | $892K |
| Independent Family Office, LLC | 0.37% | Reduce -25.1% | 9,182 | $886K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +9.2% | 9,096 | $877K |
| WealthCare Investment Partners, LLC | 0.28% | Reduce -11.5% | 8,949 | $864K |
| Wellspring Financial Advisors, LLC | 0.08% | Reduce -36.0% | 8,827 | $851K |
| Etesian Wealth Advisors, Inc. | 0.28% | Add +46.5% | 8,798 | $849K |
| Triad Wealth Partners, LLC | 0.11% | Add +44.8% | 8,789 | $848K |
| HORAN Wealth, LLC | 0.13% | New | 8,769 | $846K |
| Axis Wealth Partners, LLC | 0.49% | Reduce -18.6% | 8,737 | $843K |
| TFB Advisors LLC | 0.24% | Add +48.0% | 8,520 | $828K |
| Kestra Investment Management, LLC | 0.02% | Add +38.0% | 8,411 | $811K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.8% | 8,378 | $808K |
| Quadrant Private Wealth Management, LLC | 0.15% | Add +6.9% | 8,352 | $806K |
| MMBG Investment Advisors Co. | 0.07% | Add +32.2% | 8,329 | $803K |
| Norden Group LLC | 0.08% | Reduce -3.4% | 8,322 | $803K |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 8,296 | $800K |
| Verus Capital Partners, LLC | 0.06% | Reduce -11.3% | 8,124 | $784K |
| Benjamin Edwards Inc. | 0.01% | Add +17.9% | 8,083 | $780K |
| Obermeyer Wealth Partners | 0.04% | Add +54.6% | 7,994 | $771K |
| Eldridge Investment Advisors, Inc. | 0.18% | New | 8,000 | $769K |
| BridgePort Financial Solutions, LLC | 0.21% | New | 7,945 | $766K |
| Insigneo Advisory Services, LLC | 0.05% | Add +46.9% | 7,861 | $758K |
| Fiduciary Alliance LLC | 0.05% | Reduce -7.6% | 7,825 | $755K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 7,754 | $748K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.8% | 7,731 | $746K |
| Wealthfront Advisers LLC | 0.00% | Add +0.3% | 7,715 | $744K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Add +34.9% | 7,683 | $741K |
| SeaCrest Wealth Management, LLC | 0.08% | New | 7,676 | $740K |
| Invst, LLC | 0.08% | Add +19.4% | 7,589 | $732K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -0.5% | 7,544 | $728K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -3.9% | 7,519 | $725K |
| Financial Network Wealth Advisors LLC | 0.79% | Reduce -1.7% | 7,447 | $718K |
| Cadence Bank | 0.04% | Reduce -14.4% | 7,375 | $711K |
| BayBridge Capital Group, LLC | 0.45% | Reduce -52.8% | 7,319 | $706K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -14.8% | 7,305 | $705K |
| Pacifica Partners Inc. | 0.25% | Reduce -1.9% | 7,299 | $704K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 7,285 | $703K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.30% | Reduce -17.5% | 7,271 | $701K |
| Amarillo National Bank | 0.12% | Reduce -5.7% | 7,229 | $697K |
| Neuberger Berman Group LLC | 0.00% | Add +93.0% | 7,138 | $689K |
| Narus Financial Partners, LLC | 0.19% | Reduce -11.3% | 7,120 | $687K |
| Bowman & Co S.C. | 0.29% | Reduce -8.3% | 7,106 | $685K |
| Faithward Advisors, LLC | 0.10% | Reduce -39.4% | 6,988 | $674K |
| Iams Wealth Management, LLC | 0.27% | Add +8.9% | 6,936 | $669K |
| Caliber Wealth Management, LLC / KS | 0.07% | Add +2.7% | 6,937 | $669K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +5.4% | 6,898 | $665K |
| Sapient Capital LLC | 0.01% | Reduce -5.8% | 6,851 | $661K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -24.4% | 6,814 | $657K |
| Ignite Planners, LLC | 0.11% | Reduce -1.4% | 6,773 | $653K |
| Brickley Wealth Management | 0.11% | Add +0.4% | 6,728 | $649K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.3% | 6,715 | $648K |
| Core Wealth Partners LLC | 0.30% | Reduce -35.6% | 6,666 | $643K |
| Vectors Research Management, LLC | 0.20% | Reduce -3.7% | 6,660 | $642K |
| D L Carlson Investment Group Inc. | 0.11% | No change | 6,658 | $642K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +47.4% | 6,655 | $642K |
| Patten & Patten Inc. | 0.04% | No change | 6,583 | $635K |
| Cambridge Advisors Inc. | 0.12% | Reduce -1.5% | 6,571 | $634K |
| Continuum Advisory, LLC | 0.07% | Reduce -51.8% | 6,550 | $632K |
| Capital Investment Advisors, LLC | 0.01% | New | 6,542 | $631K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 6,504 | $627K |
| Woodward Diversified Capital, LLC | 0.29% | Add +38.4% | 6,461 | $623K |
| TTP Investments, Inc. | 0.18% | No change | 6,429 | $621K |
| Rik Saylor Financial, Inc. | 0.45% | Reduce -3.8% | 6,383 | $616K |
| Ameriflex Group, Inc. | 0.23% | Add +500.8% | 6,308 | $608K |
| Spirit of America Management Corp. | 0.12% | Add +1.7% | 6,280 | $606K |
| M3 Advisory Group, LLC | 0.37% | Add +2.1% | 6,155 | $594K |
| WealthShield Partners, LLC | 0.07% | Add +0.8% | 6,149 | $593K |
| Klaas Financial Asset Advisors, LLC | 0.09% | Reduce -1.5% | 6,149 | $593K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -18.7% | 6,113 | $590K |
| Banque Pictet & Cie SA | 0.01% | No change | 6,073 | $586K |
| Maridea Wealth Management LLC | 0.09% | Add +26.1% | 6,006 | $586K |
| E&G Advisors, LLC | 0.14% | No change | 6,062 | $585K |
| BTS Asset Management, Inc. | 0.75% | New | 6,055 | $584K |
| Private Trust Co. NA | 0.05% | Add +49.2% | 6,054 | $584K |
| Gateway Wealth Partners, LLC | 0.08% | Add +61.8% | 6,051 | $584K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -15.3% | 5,994 | $578K |
| Two West Capital Advisors LLC | 0.35% | Add +1.1% | 5,921 | $577K |
| Courier Capital LLC | 0.03% | Reduce -4.1% | 5,982 | $577K |
| Gibbs Wealth Management | 0.13% | Reduce -18.2% | 5,972 | $576K |
| Breakwater Capital Group | 0.08% | Add +23.7% | 5,964 | $575K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -6.6% | 5,943 | $573K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 5,940 | $573K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.9% | 5,936 | $573K |
| Advyzon Investment Management, LLC | 0.10% | Add +12.9% | 5,871 | $566K |
| Kinloch Capital, LLC | 0.25% | Add +9.9% | 5,825 | $562K |
| Archer Investment Corp | 0.13% | Add +1.6% | 5,793 | $559K |
| 5T Wealth, LLC | 0.24% | Add +9.0% | 5,776 | $557K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -48.2% | 5,746 | $554K |
| Melfa Wealth Management, Inc. | 0.32% | Add +41.1% | 5,725 | $552K |
| First Citizens Asset Management, Inc. | 0.20% | Add +8.9% | 5,722 | $552K |
| Advisor OS, LLC | 0.05% | Add +6.7% | 5,606 | $541K |
| Algorithmic Investment Models, LLC | 0.36% | Reduce -5.2% | 5,575 | $538K |
| Creative Financial Designs Inc. | 0.04% | Add +68.6% | 5,505 | $531K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -32.4% | 5,495 | $531K |
| American Institute for Advanced Investment Management, LLP | 0.34% | Add +2.7% | 5,447 | $525K |
| Deutsche Bank AG | 0.00% | No change | 5,400 | $521K |
| Magnus Financial Group LLC | 0.04% | Reduce -7.2% | 5,386 | $520K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $518K |
| Boyd Watterson Asset Management LLC | 0.15% | Add +0.8% | 5,317 | $513K |
| Fiduciary Trust Co | 0.01% | Add +1.9% | 5,317 | $513K |
| GM Advisory Group, LLC | 0.02% | Add +97.6% | 5,161 | $498K |
| Pinnacle Bancorp, Inc. | 0.15% | No change | 5,143 | $496K |
| New Century Financial Group, LLC | 0.87% | Reduce -69.3% | 5,081 | $490K |
| DKM Wealth Management, Inc. | 0.39% | No change | 4,983 | $481K |
| American Financial Advisors, LLC | 0.06% | Reduce -14.5% | 4,975 | $480K |
| Montecito Bank & Trust | 0.07% | — | 4,951 | $478K |
| First Citizens Investor Services, Inc. | 0.18% | — | 4,944 | $477K |
| CWC Advisors, LLC. | 0.23% | Add +12.0% | 4,929 | $475K |
| Realta Investment Advisors | 0.16% | Add +0.0% | 4,902 | $473K |
| D.A. Davidson & Co. | 0.00% | Reduce -86.1% | 4,866 | $469K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -36.8% | 4,847 | $467K |
| Calton & Associates, Inc. | 0.07% | Add +53.7% | 4,792 | $462K |
| Joel Adams & Associates, Inc. | 0.37% | Add +15.0% | 4,732 | $456K |
| Vanguard Capital Wealth Advisors | 0.37% | Add +1.0% | 4,728 | $456K |
| Maia Wealth LLC | 0.08% | Add +17.4% | 4,704 | $454K |
| Intergy Private Wealth, LLC | 0.14% | Add +3.0% | 4,688 | $452K |
| Alerus Financial NA | 0.02% | Reduce -19.6% | 4,640 | $448K |
| Blalock Williams, LLC | 0.39% | Add +1.0% | 4,616 | $445K |
| Carrera Capital Advisors | 0.08% | Add +19.3% | 4,573 | $441K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.8% | 4,495 | $434K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +12.0% | 4,490 | $433K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -42.4% | 4,474 | $432K |
| Heritage Oak Wealth Advisors LLC | 0.16% | Reduce -15.8% | 4,467 | $431K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | Add +84.1% | 4,456 | $430K |
| Parallel Advisors, LLC | 0.01% | Add +6.4% | 4,431 | $427K |
| Western Wealth Management, LLC | 0.02% | Add +3.9% | 4,418 | $426K |
| Innova Wealth Partners | 0.23% | Add +0.7% | 4,405 | $425K |
| Sowell Financial Services LLC | 0.02% | Reduce -71.8% | 4,394 | $424K |
| Pacific Financial Group Inc. | 0.31% | Add +8.5% | 4,370 | $422K |
| Regal Investment Advisors LLC | 0.03% | New | 4,338 | $418K |
| M&T Bank Corp | 0.00% | Reduce -3.1% | 4,315 | $416K |
| Cambiar Investors LLC | 0.02% | No change | 4,313 | $416K |
| HB Wealth Management, LLC | 0.00% | Reduce -11.0% | 4,287 | $414K |
| High Falls Advisors, Inc | 0.08% | Reduce -10.2% | 4,254 | $410K |
| Toronto Dominion Bank | 0.00% | New | 4,193 | $404K |
| Patten Group, Inc. | 0.08% | Add +28.4% | 4,182 | $403K |
| Savant Capital, LLC | 0.00% | New | 4,178 | $403K |
| Berger Financial Group, Inc | 0.02% | Add +4.6% | 4,164 | $402K |
| Traphagen Investment Advisors LLC | 0.03% | Add +9.2% | 4,157 | $401K |
| WESPAC Advisors, LLC | 0.23% | No change | 4,135 | $399K |
| Hilltop Holdings Inc. | 0.02% | Add +24.2% | 4,105 | $396K |
| Wolverine Asset Management LLC | 0.03% | No change | 4,100 | $395K |
| City Center Advisors, LLC | 0.38% | Add +16.9% | 4,099 | $395K |
| Ridgewood Investments LLC | 0.17% | Reduce -15.3% | 4,091 | $395K |
| Evolution Wealth Advisors, LLC | 0.05% | No change | 4,031 | $389K |
| Nottingham Advisors, Inc. | 0.05% | Reduce -6.1% | 4,023 | $388K |
| Founders Grove Wealth Partners, LLC | 0.09% | New | 4,021 | $388K |
| Westfuller Advisors, LLC | 0.17% | No change | 3,959 | $382K |
| Centennial Bank | 0.15% | Add +128.4% | 3,929 | $379K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.7% | 3,805 | $369K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 3,830 | $369K |
| Verdence Capital Advisors LLC | 0.02% | Add +37.6% | 3,786 | $369K |
| AQR Capital Management | 0.00% | Add +26.1% | 3,767 | $363K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -26.0% | 3,760 | $363K |
| Lunt Capital Management, Inc. | 0.14% | No change | 3,736 | $360K |
| Keebeck Wealth Management | 0.04% | New | 3,670 | $354K |
| Strathmore Capital Advisors, Inc. | 0.14% | No change | 3,566 | $344K |
| Nwam LLC | 0.02% | Reduce -17.0% | 3,521 | $343K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -4.2% | 3,523 | $340K |
| Regions Financial Corp. | 0.00% | Add +0.9% | 3,509 | $338K |
| Tull Financial Group, Inc. | 0.15% | Add +1.0% | 3,503 | $338K |
| Integrity Alliance, Llc. | 0.02% | Reduce -6.9% | 3,488 | $337K |
| Point72 Asset Management | 0.00% | New | 3,469 | $335K |
| Tran Capital Management, L.P. | 0.04% | No change | 3,450 | $333K |
| WealthTrak Capital Management LLC | 0.27% | Reduce -25.7% | 3,448 | $333K |
| SFE Investment Counsel | 0.05% | Reduce -60.0% | 3,444 | $332K |
| R. W. Roge & Company, Inc. | 0.17% | No change | 3,444 | $332K |
| Yoder Wealth Management, Inc. | 0.16% | Reduce -4.7% | 3,445 | $330K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,404 | $328K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -6.0% | 3,401 | $328K |
| StoneX Group Inc. | 0.01% | Add +51.6% | 3,377 | $326K |
| Perennial Investment Advisors, LLC | 0.03% | Add +7.0% | 3,339 | $322K |
| F/m Investments LLC | 0.01% | No change | 3,332 | $321K |
| Lockerman Financial Group, Inc. | 0.40% | New | 3,316 | $320K |
| Banque Cantonale Vaudoise | 0.01% | Add +154.7% | 3,293 | $318K |
| Sovereign Financial Group, Inc. | 0.06% | Add +11.1% | 3,288 | $317K |
| Valmark Advisers, Inc. | 0.00% | Add +0.7% | 3,286 | $317K |
| Strategy Asset Managers LLC | 0.06% | Add +5.9% | 3,285 | $317K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -11.5% | 3,275 | $316K |
| TSA Wealth Managment LLC | 0.11% | Reduce -1.3% | 3,261 | $315K |
| Texas Bank & Trust Co | 0.12% | Add +37.2% | 3,257 | $314K |
| 4J Wealth Management LLC | 0.18% | Reduce -1.7% | 3,253 | $314K |
| Bailard, Inc. | 0.01% | Reduce -16.3% | 3,205 | $309K |
| Pasadena Private Wealth, LLC | 0.04% | No change | 3,131 | $302K |
| SouthState Bank Corp | 0.01% | Reduce -0.6% | 3,125 | $301K |
| Hudson Capital Management LLC | 0.08% | Reduce -5.1% | 3,113 | $300K |
| Caitlin John, LLC | 0.21% | Add +47.4% | 3,108 | $300K |
| KPP Advisory Services LLC | 0.04% | No change | 3,069 | $296K |
| Westside Investment Management, Inc. | 0.05% | Reduce -4.6% | 3,060 | $295K |
| Silverlake Wealth Management LLC | 0.07% | New | 3,050 | $294K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,040 | $293K |
| Second Half Financial Partners, LLC | 0.13% | No change | 3,039 | $293K |
| Compass Ion Advisors, LLC | 0.03% | No change | 3,015 | $291K |
| Group One Trading LLC | 0.01% | Reduce -56.8% | 3,009 | $290K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 3,000 | $289K |
| Noble Wealth Management PBC | 0.15% | — | 2,998 | $289K |
| Bramshill Investments, LLC | 0.02% | Add +41.2% | 2,987 | $288K |
| WNY Asset Management, LLC | 0.03% | Add +0.1% | 2,984 | $288K |
| Investment Advisory Group, LLC | 0.08% | Reduce -0.1% | 2,981 | $288K |
| Founders Financial Securities LLC | 0.02% | New | 2,978 | $287K |
| FC Advisory LLC | 0.08% | Add +0.8% | 2,957 | $285K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.3% | 2,929 | $283K |
| Twin Focus Capital Partners, LLC | 0.04% | Add +11.5% | 2,906 | $280K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -32.6% | 2,880 | $278K |
| Associated Banc-Corp | 0.01% | New | 2,848 | $275K |
| Regimen Wealth, LLC | 0.08% | Reduce -3.4% | 2,847 | $275K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,824 | $272K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -55.0% | 2,822 | $272K |
| West Michigan Advisors, LLC | 0.07% | New | 2,809 | $271K |
| Catalyst Private Wealth, LLC | 0.12% | Reduce -27.5% | 2,797 | $270K |
| Rathbones Group PLC | 0.00% | Reduce -32.9% | 2,797 | $270K |
| Crumly & Associates Inc. | 0.06% | New | 2,791 | $269K |
| Stelac Advisory Services LLC | 0.09% | No change | 2,790 | $269K |
| Kovack Advisors, Inc. | 0.03% | Reduce -7.6% | 2,786 | $269K |
| Arrien Investments, Inc. | 0.16% | Reduce -74.5% | 2,782 | $268K |
| Magnolia Capital Advisors LLC | 0.07% | New | 2,779 | $268K |
| Moller Wealth Partners | 0.06% | New | 2,771 | $267K |
| Lazari Capital Management, Inc. | 0.09% | No change | 2,738 | $264K |
| Acute Investment Advisory, LLC | 2.21% | Reduce -16.4% | 2,732 | $264K |
| Forbes J M & Co. LLP | 0.02% | No change | 2,732 | $264K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,676 | $258K |
| Fiera Capital Corp | 0.00% | Reduce -40.3% | 2,673 | $258K |
| GC Wealth Management RIA, LLC | 0.01% | Add +0.8% | 2,654 | $256K |
| Pinkerton Wealth, LLC | 0.03% | Reduce -14.7% | 2,637 | $254K |
| NBT Bank, N.A. | 0.02% | No change | 2,627 | $253K |
| Old National Bancorp | 0.00% | No change | 2,621 | $253K |
| JT Stratford LLC | 0.03% | Reduce -93.4% | 2,606 | $251K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +18.3% | 2,601 | $251K |
| Plimoth Trust Co. LLC | 0.06% | Add +1.0% | 2,588 | $250K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -3.6% | 2,579 | $249K |
| Welch & Forbes LLC | 0.00% | No change | 2,565 | $247K |
| Allworth Financial LP | 0.00% | Add +72.0% | 2,536 | $245K |
| Balboa Wealth Partners | 0.04% | Reduce -27.4% | 2,520 | $243K |
| Shared Vision Wealth Group LLC | 0.10% | New | 2,485 | $243K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 2,500 | $241K |
| Syon Capital LLC | 0.01% | Reduce -2.7% | 2,457 | $237K |
| Diligent Investors, LLC | 0.06% | Reduce -8.9% | 2,451 | $236K |
| Prelude Capital Management, LLC | 0.02% | New | 2,440 | $235K |
| Genesis Wealth Advisors, LLC | 0.16% | No change | 2,413 | $233K |
| Ipsen Advisor Group LLC | 0.16% | Reduce -5.2% | 2,374 | $229K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 2,358 | $227K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -74.8% | 2,347 | $226K |
| Advisory Alpha, LLC | 0.01% | New | 2,314 | $224K |
| Jacobi Capital Management LLC | 0.01% | Reduce -7.1% | 2,302 | $222K |
| Canandaigua National Trust Co of Florida | 0.17% | Reduce -65.6% | 2,284 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.0% | 2,281 | $220K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 2,258 | $218K |
| Sonora Investment Management Group, LLC | 0.02% | New | 2,256 | $218K |
| Palisade Asset Management, LLC | 0.02% | Reduce -0.5% | 2,250 | $217K |
| Camden National Bank | 0.03% | Reduce -3.7% | 2,248 | $217K |
| Busey Bank | 0.01% | Add +2.3% | 2,247 | $217K |
| Glenview Trust Co | 0.00% | Reduce -29.7% | 2,234 | $215K |
| Northwest Wealth Management, LLC | 0.04% | Reduce -2.2% | 2,220 | $214K |
| Merit Financial Group, LLC | 0.00% | New | 2,215 | $214K |
| Dover Advisors, LLC | 0.08% | Add +0.9% | 2,199 | $212K |
| Brass Tax Wealth Management, Inc. | 0.04% | Reduce -3.3% | 2,198 | $212K |
| Two Sigma Securities, LLC | 0.03% | Reduce -87.7% | 2,198 | $212K |
| Empower Advisory Group, LLC | 0.00% | Reduce -30.4% | 2,196 | $212K |
| M.E. Allison & Co., Inc. | 0.15% | Add +0.3% | 2,181 | $210K |
| Integrated Investment Consultants, LLC | 0.04% | No change | 2,157 | $208K |
| Milestone Asset Management, LLC | 0.04% | Reduce -83.2% | 2,153 | $208K |
| Optimum Investment Advisors | 0.08% | Reduce -12.2% | 2,150 | $207K |
| VestGen Advisors, LLC | 0.01% | New | 2,150 | $207K |
| JCIC Asset Management Inc. | 0.06% | — | 2,145 | $207K |
| Stapp Wealth Management, PLLC | 0.28% | No change | 2,133 | $206K |
| Burke & Herbert Bank & Trust Co. | 0.04% | No change | 2,117 | $204K |
| Phillips Wealth Planners LLC | 0.17% | New | 2,112 | $203K |
| Investment Planning Advisors, Inc. | 0.06% | New | 2,098 | $202K |
| Novem Group | 0.02% | New | 2,092 | $202K |
| Larson Financial Group LLC | 0.01% | Add +16.9% | 1,906 | $184K |
| Chapman Financial Group, LLC | 0.13% | Add +37.7% | 1,900 | $183K |
| Hollencrest Capital Management | 0.01% | Reduce -19.8% | 1,887 | $182K |
| Solstein Capital, LLC | 0.08% | No change | 1,755 | $169K |
| AlphaCore Capital LLC | 0.01% | Reduce -1.5% | 1,746 | $168K |
| UMB Bank, n.a. | 0.00% | No change | 1,727 | $167K |
| Cardiff Park Advisors, LLC | 0.01% | Add +16.4% | 1,722 | $166K |
| Mechanics Financial Corp | 0.06% | No change | 1,710 | $165K |
| Copia Wealth Management | 0.11% | No change | 1,517 | $146K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,490 | $144K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,480 | $143K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,437 | $139K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,437 | $139K |
| Howe & Rusling Inc. | 0.01% | Add +2.5% | 1,436 | $139K |
| Ballast Advisors LLC | 0.04% | No change | 1,424 | $137K |
| Sunbelt Securities, Inc. | 0.01% | Add +371.1% | 1,418 | $137K |
| Park Place Capital Corp | 0.03% | Reduce -32.4% | 1,388 | $134K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.0% | 1,371 | $132K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 1,319 | $127K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,286 | $124K |
| Pineridge Advisors LLC | 0.03% | Reduce -22.6% | 1,221 | $118K |
| Highline Wealth Partners LLC | 0.03% | Add +107.4% | 1,182 | $114K |
| Versant Capital Management, Inc | 0.01% | Add +388.3% | 1,089 | $105K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -29.6% | 1,052 | $101K |
| Finley Financial, LLC | 0.05% | No change | 1,050 | $101K |
| Webster Bank, N. A. | 0.01% | No change | 1,013 | $98K |
| Pingora Partners LLC | 0.06% | No change | 1,000 | $96K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -23.1% | 996 | $96K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 993 | $96K |
| MCF Advisors LLC | 0.01% | No change | 990 | $95K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.9% | 937 | $90K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +32.6% | 928 | $90K |
| Wealthspire Advisors, LLC | 0.00% | New | 910 | $88K |
| Ashton Thomas Securities, LLC | 0.01% | New | 886 | $85K |
| Bokf, NA | 0.00% | No change | 875 | $84K |
| Sound Income Strategies, LLC | 0.00% | Reduce -63.9% | 872 | $84K |
| Graney & King, LLC | 0.05% | Add +0.9% | 799 | $77K |
| Ancora Advisors LLC | 0.00% | Add +49.2% | 788 | $76K |
| Pflug Koory, LLC | 0.03% | No change | 761 | $73K |
| Raffa Wealth Management, LLC | 0.01% | No change | 747 | $72K |
| Bfsg, LLC | 0.01% | Reduce -7.5% | 747 | $72K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -8.3% | 706 | $68K |
| Van Eck Associates Corp. | 0.00% | Reduce -6.4% | 702 | $68K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | New | 684 | $66K |
| Hantz Financial Services, Inc. | 0.00% | Add +23.4% | 676 | $65K |
| Fairscale Capital, LLC | 0.04% | No change | 629 | $61K |
| CX Institutional | 0.00% | Add +509.1% | 603 | $58K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 600 | $58K |
| Cedar Wealth Management, LLC | 0.02% | Add +0.5% | 595 | $57K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +8.3% | 588 | $57K |
| Crewe Advisors LLC | 0.01% | No change | 570 | $55K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -29.1% | 568 | $55K |
| PFS Partners, LLC | 0.03% | New | 567 | $55K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +3.3% | 558 | $54K |
| Rice Partnership, LLC | 0.01% | New | 543 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 525 | $51K |
| Bangor Savings Bank | 0.00% | Reduce -14.8% | 502 | $48K |
| Powell Investment Advisors, LLC | 0.02% | No change | 501 | $48K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 499 | $48K |
| Logan Capital Management Inc. | 0.00% | Add +3.0% | 488 | $47K |
| Rothschild Investment LLC | 0.00% | Add +6.6% | 471 | $45K |
| Aventura Private Wealth, LLC | 0.02% | No change | 468 | $45K |
| Nemes Rush Group LLC | 0.00% | Reduce -1.9% | 464 | $45K |
| Northwest Capital Management Inc | 0.05% | Reduce -49.4% | 463 | $45K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $44K |
| Clearstead Trust, LLC | 0.01% | No change | 429 | $41K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.0% | 416 | $40K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 391 | $38K |
| Founders Financial Alliance, LLC | 0.01% | New | 388 | $37K |
| NWK Group, Inc. | 0.01% | Reduce -43.4% | 383 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | Add +17.7% | 373 | $36K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 371 | $36K |
| Tucker Asset Management LLC | 0.01% | Reduce -91.8% | 358 | $35K |
| BankPlus Trust Department | 0.01% | No change | 335 | $32K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 318 | $31K |
| Cornerstone Planning Group LLC | 0.00% | Add +249.4% | 311 | $30K |
| Balentine LLC | 0.00% | New | 305 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 301 | $29K |
| WFA of San Diego, LLC | 0.02% | Reduce -27.9% | 300 | $29K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 299 | $29K |
| Asset Dedication, LLC | 0.00% | New | 297 | $29K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 277 | $27K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.8% | 258 | $25K |
| Rational Advisors, Inc. | 0.00% | Reduce -94.9% | 258 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 243 | $23K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 230 | $22K |
| Aspect Partners, LLC | 0.01% | Reduce -98.9% | 229 | $22K |
| Tsfg, LLC | 0.00% | Reduce -17.3% | 224 | $22K |
| Covestor Ltd | 0.01% | Reduce -20.1% | 207 | $20K |
| Coston, McIsaac & Partners | 0.00% | Add +556.3% | 210 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 207 | $20K |
| CENTRAL TRUST Co | 0.00% | Add +1.0% | 203 | $20K |
| Rakuten Securities, Inc. | 0.01% | Add +27.7% | 203 | $20K |
| Investors Research Corp | 0.00% | Add +81.7% | 198 | $19K |
| Register Financial Advisors LLC | 0.01% | No change | 190 | $18K |
| Trust Co | 0.00% | No change | 180 | $17K |
| Luminist Capital LLC | 0.01% | Reduce -26.1% | 173 | $17K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 172 | $17K |
| Coastline Trust Co | 0.00% | No change | 170 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 169 | $16K |
| Hurley Capital, LLC | 0.01% | Add +1.3% | 160 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 155 | $15K |
| Aviso Financial Inc. | 0.00% | No change | 150 | $14K |
| Kiker Wealth Management, LLC | 0.01% | Add +4.9% | 149 | $14K |
| North Ridge Wealth Advisors, Inc. | 0.01% | New | 139 | $13K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 126 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +1.6% | 125 | $12K |
| Avion Wealth | 0.00% | Add +6.5% | 131 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 122 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 117 | $11K |
| Signaturefd, LLC | 0.00% | New | 114 | $11K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 113 | $11K |
| Horizon Investments, LLC | 0.00% | Reduce -99.9% | 108 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 106 | $10K |
| Viewpoint Capital Management LLC | 0.00% | New | 104 | $10K |
| Park Square Financial Group, LLC | 0.04% | Reduce -48.5% | 102 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $10K |
| Addison Advisors LLC | 0.00% | No change | 96 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| Rise Advisors, LLC | 0.00% | Reduce -2.2% | 90 | $9K |
| LGT Financial Advisors LLC | 0.02% | Reduce -78.9% | 86 | $8K |
| Chilton Capital Management LLC | 0.00% | New | 86 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Costello Asset Management, INC | 0.00% | No change | 76 | $7K |
| Imprint Wealth LLC | 0.02% | — | 74 | $7K |
| Tidemark, LLC | 0.00% | No change | 71 | $7K |
| CVA Family Office, LLC | 0.00% | New | 71 | $7K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 66 | $6K |
| Community Bank, N.A. | 0.00% | Reduce -73.5% | 65 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 64 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 59 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 56 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 54 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 53 | $5K |
| Motco | 0.00% | No change | 44 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| TCTC Holdings, LLC | 0.00% | New | 39 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | Add +311.1% | 37 | $4K |
| Manchester Capital Management LLC | 0.00% | Add +2.9% | 36 | $3K |
| United Community Bank | 0.00% | New | 35 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 34 | $3K |
| Key Financial Inc | 0.00% | Add +107.1% | 29 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 28 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 24 | $2K |
| Orion Capital Management LLC | 0.00% | New | 23 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 20 | $2K |
| Trust Co. of Vermont | 0.00% | New | 16 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -11.8% | 15 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -43.5% | 13 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 13 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -20.0% | 12 | $1K |
| NFSG Corp | 0.00% | Reduce -89.1% | 12 | $1K |
| Richardson Financial Services Inc. | 0.00% | Reduce -91.6% | 11 | $1K |
| Smithfield Trust Co | 0.00% | No change | 12 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +800.0% | 9 | $868 |
| Flagship Wealth Advisors, LLC | 0.00% | New | 7 | $675 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $500 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $482 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -50.0% | 1 | $106 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $96 |
"% of holder's portfolio" is IEF's weight in each manager's 13F, not the share of iShares 7-10 Year Treasury B the manager owns.