iShares 7-10 Year Treasury BIEFETF
13F holders, Q1 2026 (March 31)1,120holders +30
112new positions
88sold out
7famous investors
$95.35avg. 13F price*
At the end of Q1 2026, 1,120 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 30 from Q4 2025. 112 opened new positions and 88 sold out. The largest holders were Fisher Asset Management ($14.0B), FMR LLC ($3.3B) and JPMorgan Chase & Co. ($3.3B). 7 famous investors held it, including Ken Fisher (4.8% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $1.1B |
| Exits | 88 | $222.0M |
All 13F filers, Q4 2025 → Q1 2026: 57,728,050 shares bought and 20,633,216 shares sold, net +37,094,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,120 holders
| Fisher Asset Management | 4.76% | Add +9.1% | 147,045,481 | $14.0B |
| FMR LLC | 0.18% | Add +0.8% | 35,047,712 | $3.3B |
| JPMorgan Chase & Co. | 0.22% | Add +1.6% | 34,721,614 | $3.3B |
| Bank of America Corp. | 0.16% | Add +69.8% | 22,900,079 | $2.2B |
| Ameriprise Financial Inc. | 0.41% | Add +22.7% | 18,510,559 | $1.8B |
| Envestnet Asset Management Inc. | 0.38% | Add +16.0% | 14,752,602 | $1.4B |
| Morgan Stanley | 0.07% | Reduce -25.0% | 12,781,391 | $1.2B |
| PNC Financial Services Group, Inc. | 0.46% | Reduce -0.7% | 8,428,734 | $804.4M |
| Raymond James Financial Inc. | 0.20% | Add +9.6% | 6,801,357 | $649.1M |
| Blue Trust, Inc. | 7.07% | Add +5.8% | 6,475,952 | $618.1M |
| LPL Financial LLC | 0.15% | Add +15.2% | 5,958,061 | $568.6M |
| Captrust Financial Advisors | 0.90% | Reduce -7.2% | 5,365,982 | $512.1M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +5.3% | 4,850,856 | $463.0M |
| Bank of Montreal | 0.18% | Reduce -22.0% | 4,424,785 | $422.3M |
| UBS Group AG | 0.07% | Add +0.1% | 4,175,729 | $398.5M |
| Richard Bernstein Advisors LLC | 10.17% | New | 3,673,879 | $350.6M |
| BlackRock, Inc. | 0.01% | Add +58.2% | 3,641,326 | $347.5M |
| Citadel Advisors | 0.24% | New | 3,431,225 | $327.5M |
| Royal Bank of Canada | 0.06% | Add +250.4% | 3,388,286 | $323.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.91% | Reduce -6.4% | 3,163,775 | $302.0M |
| Wells Fargo & Company | 0.06% | Reduce -9.0% | 3,045,245 | $290.6M |
| Baird Financial Group, Inc. | 0.41% | Add +1.1% | 2,724,472 | $260.0M |
| Alliancebernstein L.P. | 0.08% | Add +30.4% | 2,565,318 | $246.7M |
| Mutual Advisors, LLC | 4.45% | Add +2.9% | 2,169,821 | $207.1M |
| Truist Financial Corp. | 0.25% | Add +10.6% | 1,913,814 | $182.7M |
| Harvest Portfolios Group Inc. | 2.99% | Add +10.5% | 1,897,311 | $181.1M |
| Cerity Partners OCIO LLC | 10.82% | Reduce -8.3% | 1,889,214 | $180.3M |
| Wealthcare Capital Management LLC | 17.28% | Reduce -6.9% | 1,810,803 | $172.8M |
| Peavine Capital, LLC | 37.90% | Reduce -1.9% | 1,771,690 | $169.1M |
| Stifel Financial Corp. | 0.14% | Add +8.2% | 1,538,763 | $146.9M |
| Cetera Investment Advisers | 0.14% | Add +24.2% | 1,415,268 | $135.1M |
| Assetmark, Inc. | 0.26% | Add +32.6% | 1,336,059 | $127.5M |
| Focus Partners Wealth | 0.14% | Reduce -3.4% | 1,307,168 | $124.8M |
| Janney Montgomery Scott LLC | 0.30% | Add +15.7% | 1,288,790 | $123.0M |
| Members Trust Co | 4.02% | Add +2.9% | 1,268,847 | $121.1M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -27.6% | 1,218,901 | $116.1M |
| Liberty Mutual Group Asset Management Inc. | 9.03% | Add +357.0% | 1,182,507 | $112.9M |
| RiverFront Investment Group, LLC | 1.64% | Add +10768.7% | 1,110,125 | $106.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +61.9% | 1,092,414 | $104.3M |
| Wealthcare Advisory Partners LLC | 1.99% | Add +39.7% | 1,072,046 | $102.3M |
| Ally Invest Advisors Inc. | 6.87% | Add +7.2% | 1,070,158 | $102.1M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +32.7% | 1,002,923 | $95.7M |
| Coldstream Capital Management Inc. | 1.17% | Reduce -50.1% | 990,423 | $94.5M |
| Cerity Partners LLC | 0.13% | Add +1.3% | 983,964 | $93.9M |
| Greenleaf Trust | 0.90% | Add +24.7% | 959,941 | $91.6M |
| Avalon Advisory Group | 35.62% | Add +4.2% | 925,015 | $88.3M |
| 3EDGE Asset Management, LP | 4.13% | Add +9.7% | 894,281 | $85.4M |
| Sumitomo Mitsui Financial Group, Inc. | 1.66% | Add +2.7% | 855,197 | $81.6M |
| Greenwood Gearhart LLC | 4.12% | Add +9.6% | 798,912 | $76.2M |
| WestEnd Advisors, LLC | 1.80% | Add +3.0% | 779,648 | $74.4M |
| Matauro, LLC | 10.55% | Add +10.5% | 764,661 | $73.0M |
| AIA Group Ltd | 1.06% | Add +21.2% | 763,695 | $72.9M |
| Raub Brock Capital Management LP | 18.42% | Reduce -3.0% | 762,422 | $72.8M |
| CenturyLink Investment Management Co | 40.74% | New | 746,500 | $71.2M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -28.0% | 704,626 | $67.2M |
| MML Investors Services, LLC | 0.17% | Add +18.2% | 652,522 | $62.3M |
| MAI Capital Management | 0.34% | Add +6.9% | 627,232 | $59.9M |
| Garde Capital, Inc. | 3.48% | New | 609,268 | $58.1M |
| Arkos Global Advisors | 7.20% | Add +0.5% | 601,226 | $57.4M |
| Prudent Investors Network, Inc. | 11.44% | Add +31.6% | 550,348 | $52.5M |
| Partners Capital Investment Group, LLP | 1.96% | Add +8.9% | 544,561 | $52.0M |
| HighTower Advisors, LLC | 0.05% | Add +77.5% | 534,295 | $51.0M |
| Bogart Wealth, LLC | 1.95% | Add +3.9% | 528,262 | $50.4M |
| NorthRock Partners, LLC | 0.81% | Add +28.4% | 524,082 | $50.0M |
| Patton Fund Management, Inc. | 8.26% | Add +5.8% | 509,552 | $48.6M |
| Twele Capital Management, Inc. | 8.46% | Add +1.0% | 497,065 | $47.4M |
| GenWealth Group, Inc. | 7.99% | Add +7.0% | 489,306 | $46.7M |
| LifeGuide Financial Advisors, LLC | 14.28% | Add +6.6% | 468,039 | $44.7M |
| Leo Wealth, LLC | 3.22% | Add +11.2% | 464,602 | $44.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Reduce -3.6% | 451,933 | $43.1M |
| Community Financial Services Group, LLC | 7.40% | Add +5.6% | 442,134 | $42.0M |
| Ironwood Wealth Management, LLC. | 12.05% | Add +2.2% | 440,202 | $42.0M |
| Sompo Asset Management Co., Ltd. | 7.50% | Add +1.6% | 428,240 | $40.9M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +13.0% | 426,317 | $40.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -48.3% | 422,495 | $40.3M |
| Beacon Wealthcare LLC | 13.90% | Add +1.9% | 412,988 | $39.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +21.0% | 408,485 | $39.0M |
| Victory Capital Management Inc. | 0.02% | Reduce -41.4% | 399,797 | $38.2M |
| Kestra Advisory Services, LLC | 0.14% | Add +8.2% | 394,006 | $37.6M |
| Focus Financial Network, Inc. | 1.31% | Add +3.6% | 383,634 | $36.6M |
| NewEdge Advisors, LLC | 0.13% | Reduce -2.4% | 369,077 | $35.2M |
| IFP Advisors, Inc | 0.70% | Add +32.6% | 354,092 | $33.8M |
| First Financial Bank - Trust Division | 2.71% | Add +2.7% | 353,112 | $33.7M |
| Bank of New York Mellon Corp | 0.01% | Add +26.4% | 346,576 | $33.1M |
| Summit Global Investments | 1.95% | Add +476.6% | 346,492 | $33.1M |
| Citigroup Inc. | 0.02% | Reduce -58.4% | 345,937 | $33.0M |
| Blue Edge Capital, LLC | 4.37% | Add +2.8% | 344,363 | $32.9M |
| Banco Santander, S.A. | 0.26% | Add +78.5% | 337,380 | $32.2M |
| Joule Financial, LLC | 9.13% | Add +15.5% | 328,296 | $31.3M |
| Brown Advisory Inc. | 0.05% | Add +25.2% | 325,298 | $31.0M |
| Mariner, LLC | 0.04% | Reduce -85.4% | 317,312 | $30.3M |
| Sachem Hill LLC | 5.82% | Add +4.7% | 314,918 | $30.1M |
| Fifth Third Bancorp | 0.05% | Add +58.7% | 312,569 | $29.8M |
| Rafferty Asset Management, LLC | 0.12% | Reduce -31.5% | 306,692 | $29.3M |
| West Paces Advisors Inc. | 5.64% | Add +4.3% | 305,140 | $29.1M |
| Virtue Capital Management, LLC | 4.34% | Add +4.0% | 299,377 | $28.5M |
| Farther Finance Advisors, LLC | 0.27% | Reduce -6.3% | 294,845 | $28.0M |
| Wealth Management Resources, Inc. | 9.74% | Add +0.3% | 293,058 | $28.0M |
| Kingsview Wealth Management, LLC | 0.38% | Reduce -20.7% | 292,002 | $27.9M |
| Keel Point, LLC | 1.85% | Add +12.6% | 289,749 | $27.7M |
| Barings LLC | 0.46% | Reduce -56.3% | 288,213 | $27.5M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Add +19.2% | 278,390 | $26.6M |
| US Bancorp \de | 0.03% | Add +4.1% | 274,672 | $26.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +181.6% | 270,840 | $25.8M |
| Mather Group, Llc. | 0.25% | Reduce -3.1% | 265,896 | $25.4M |
| First Trust Advisors LP | 0.02% | Add +6.5% | 264,156 | $25.2M |
| Qube Research & Technologies Ltd | 0.04% | New | 261,978 | $25.0M |
| United Capital Management of KS, Inc. | 3.75% | Add +4.4% | 259,245 | $24.7M |
| TPG Financial Advisors, LLC | 7.98% | Reduce -1.5% | 256,904 | $24.5M |
| Crescent Grove Advisors, LLC | 2.42% | Add +1469.6% | 255,658 | $24.4M |
| DSG Capital Advisors, LLC | 3.89% | Reduce -1.9% | 254,807 | $24.3M |
| Concurrent Investment Advisors, LLC | 0.26% | Add +13.6% | 253,712 | $24.2M |
| Hantz Financial Services, Inc. | 0.37% | Reduce -33.4% | 252,066 | $24.1M |
| Tulsa Wealth Advisors, INC | 4.17% | New | 249,260 | $23.8M |
| Tudor Investment Corporation | 0.13% | Add +195.7% | 244,718 | $23.4M |
| Willis Johnson & Associates, Inc. | 1.33% | Reduce -7.2% | 239,754 | $22.9M |
| Creative Planning | 0.02% | Reduce -2.4% | 236,869 | $22.6M |
| SimpliFi, Inc. | 9.30% | Add +0.1% | 232,095 | $22.2M |
| Estate Counselors, LLC | 1.93% | Add +95.5% | 227,204 | $21.7M |
| NorthCoast Asset Management LLC | 0.50% | Add +1.6% | 226,426 | $21.6M |
| Invariant Investment Management | 13.09% | Add +4.7% | 222,892 | $21.3M |
| SeaBridge Investment Advisors LLC | 3.36% | Add +0.6% | 208,041 | $19.9M |
| Act Two Investors LLC | 4.38% | Reduce -13.3% | 207,870 | $19.8M |
| Benningfield Financial Advisors, LLC | 15.62% | Add +6.7% | 207,357 | $19.8M |
| Bulltick Wealth Management, LLC | 4.33% | Add +28.8% | 205,432 | $19.6M |
| Independence Financial Advisors, LLC | 5.88% | Add +2.9% | 205,401 | $19.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +89.5% | 202,713 | $19.3M |
| Cambridge Associates LLC /Ma/ | 0.31% | Add +14.8% | 201,989 | $19.3M |
| Anchor Capital Advisors LLC | 0.54% | Reduce -14.2% | 198,823 | $19.0M |
| Financial & Tax Architects, LLC | 4.23% | Add +1.3% | 198,604 | $19.0M |
| Titleist Asset Management, LLC | 1.42% | Add +12.4% | 196,862 | $18.8M |
| Meeder Asset Management Inc. | 1.07% | Reduce -69.9% | 196,525 | $18.8M |
| Trustmark Bank Trust Department | 1.20% | Add +0.6% | 195,223 | $18.6M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -2.5% | 194,114 | $18.5M |
| Kaydan Wealth Management, Inc. | 6.19% | Reduce -28.2% | 193,841 | $18.5M |
| Flputnam Investment Management Co. | 0.28% | Add +1.9% | 193,523 | $18.5M |
| Exchange Traded Concepts, LLC | 0.14% | Reduce -17.1% | 193,448 | $18.5M |
| Transmarket Holdings LP | 9.81% | Add +8657.1% | 192,393 | $18.4M |
| Barclays PLC | 0.01% | Reduce -77.8% | 192,296 | $18.4M |
| Modern Wealth Management, LLC | 0.31% | Add +14.3% | 192,319 | $18.3M |
| AAFMAA Wealth Management & Trust LLC | 7.08% | Add +1.4% | 191,257 | $18.3M |
| Haverford Trust Co | 0.17% | Add +10.3% | 190,662 | $18.2M |
| Portland Global Advisors LLC | 1.92% | Reduce -0.5% | 188,771 | $18.0M |
| Quaker Wealth Management, LLC | 5.61% | Add +3.6% | 188,165 | $18.0M |
| Arvest Investments, Inc. | 2.43% | Add +17.6% | 186,886 | $17.8M |
| Atria Investments, Inc | 0.20% | Add +93.3% | 186,306 | $17.8M |
| U.S. Capital Wealth Advisors, LLC | 0.45% | Add +8.4% | 186,072 | $17.8M |
| Silverleafe Capital Partners, LLC | 5.33% | Add +467.4% | 185,516 | $17.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +34.5% | 183,911 | $17.6M |
| BNP Paribas Financial Markets | 0.01% | Add +70.0% | 182,802 | $17.4M |
| Atlas Private Wealth Advisors | 4.10% | Add +2.6% | 182,434 | $17.4M |
| Jefferies Financial Group Inc. | 0.22% | New | 181,439 | $17.3M |
| Cordoba Advisory Partners LLC | 4.70% | Add +8.0% | 178,040 | $17.0M |
| Park Avenue Securities LLC | 0.13% | Add +47.0% | 177,179 | $16.9M |
| Penserra Capital Management LLC | 0.20% | Add +43.7% | 176,858 | $16.9M |
| Prime Capital Investment Advisors, LLC | 0.19% | Reduce -9.6% | 176,531 | $16.8M |
| Cwm, LLC | 0.04% | Add +1.5% | 173,860 | $16.6M |
| Equitable Holdings, Inc. | 0.11% | Add +23.9% | 172,372 | $16.6M |
| WLTH Capital Management, LLC | 12.93% | Add +4.2% | 172,835 | $16.5M |
| Werba Rubin Papier Wealth Management | 2.29% | Add +20.7% | 172,554 | $16.5M |
| Foundations Investment Advisors, LLC | 0.20% | Add +178.3% | 171,593 | $16.4M |
| Madison Asset Management, LLC | 0.20% | Add +3.2% | 169,189 | $16.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 168,547 | $16.1M |
| Betterment LLC | 0.03% | Add +10.7% | 167,998 | $16.0M |
| Sound Financial Strategies Group, LLC | 10.83% | Add +16.0% | 166,309 | $15.9M |
| Ritholtz Wealth Management | 0.27% | Reduce -5.3% | 164,895 | $15.7M |
| Allianz Asset Management GmbH | 0.02% | Add +132.1% | 162,940 | $15.6M |
| SkyOak Wealth, LLC | 2.83% | Add +15.8% | 161,754 | $15.4M |
| FORM Wealth Advisors, LLC | 1.79% | Reduce -27.9% | 160,187 | $15.3M |
| True Freedom Investing, LLC | 1.16% | New | 158,623 | $15.1M |
| Sanctuary Advisors, LLC | 0.08% | Add +91.5% | 156,807 | $15.0M |
| Bessemer Group Inc. | 0.02% | Add +3.0% | 154,918 | $14.8M |
| AmeriServ Wealth Advisors | 9.37% | Reduce -7.6% | 153,851 | $14.7M |
| SG Americas Securities, LLC | 0.02% | Reduce -55.2% | 153,643 | $14.7M |
| Strategic Equity Management | 5.51% | New | 153,619 | $14.7M |
| Strategic Point Investment Advisors, LLC | 2.13% | Reduce -1.9% | 153,587 | $14.7M |
| Pacific Wealth Management | 7.81% | Add +5.1% | 152,209 | $14.5M |
| Advisors Preferred, LLC | 2.13% | Add +36.6% | 151,885 | $14.5M |
| Waverly Advisors, LLC | 0.11% | Add +14.1% | 151,802 | $14.5M |
| Jones Financial Companies LLLP | 0.01% | Add +16.6% | 150,126 | $14.2M |
| Prospera Financial Services Inc | 0.22% | Add +1.6% | 146,030 | $13.9M |
| TD Private Client Wealth LLC | 0.29% | Add +6.3% | 145,942 | $13.9M |
| Cibc World Market Inc. | 0.02% | Add +0.9% | 144,525 | $13.8M |
| MY Wealth Management Inc. | 13.17% | Add +212.0% | 142,748 | $13.6M |
| Paragon Capital Management Inc. | 11.33% | Add +14.0% | 140,101 | $13.4M |
| Heck Capital Advisors, LLC | 0.98% | Add +19.6% | 138,989 | $13.3M |
| First Foundation Advisors | 0.53% | Add +10.0% | 138,936 | $13.3M |
| Middleton & Co. Inc. | 1.49% | Add +4.6% | 136,448 | $13.0M |
| Lifestyle Asset Management, Inc. | 4.25% | New | 136,422 | $13.0M |
| Sollinda Capital Management LLC | 3.10% | Add +8.2% | 133,571 | $12.7M |
| Meridian Management Co. | 3.12% | Add +6.8% | 131,364 | $12.5M |
| Great Valley Advisor Group, Inc. | 0.23% | Reduce -0.9% | 131,050 | $12.5M |
| Integrated Wealth Concepts LLC | 0.10% | Add +38.0% | 129,589 | $12.4M |
| USA Financial Formulas | 2.32% | New | 129,169 | $12.3M |
| William Howard & Co Financial Advisors Inc | 10.61% | Reduce -0.8% | 128,668 | $12.3M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +31.1% | 126,901 | $12.1M |
| Corient Private Wealth LP | 0.02% | Add +30.4% | 156,632 | $12.1M |
| Retirement Financial Solutions, LLC | 3.41% | Reduce -30.7% | 125,131 | $11.9M |
| Sicart Associates LLC | 3.05% | Add +5.1% | 124,605 | $11.9M |
| Peak Asset Management, LLC | 2.09% | New | 124,295 | $11.9M |
| Pinnacle Associates Ltd. | 0.15% | Add +0.5% | 123,468 | $11.8M |
| Lincoln Capital Corp. | 4.33% | Add +0.4% | 123,343 | $11.8M |
| Spire Wealth Management | 0.39% | Add +12.3% | 121,129 | $11.6M |
| Cadence Wealth Management LLC | 4.76% | Add +44.0% | 119,624 | $11.4M |
| Net Worth Advisory Group | 2.36% | Add +2.4% | 119,501 | $11.4M |
| AMG National Trust Bank | 0.25% | Add +80.1% | 119,363 | $11.4M |
| Jessup Wealth Management, Inc | 4.08% | Add +2.4% | 117,202 | $11.2M |
| Transamerica Financial Advisors, LLC | 0.95% | Reduce -1.0% | 117,048 | $11.2M |
| First National Bank of Omaha | 0.34% | Add +7.0% | 116,666 | $11.1M |
| Brookstone Capital Management | 0.13% | Add +87.4% | 116,090 | $11.1M |
| Ameraudi Asset Management, Inc. | 5.95% | Add +8.8% | 114,677 | $10.9M |
| Premier Path Wealth Partners, LLC | 1.42% | Add +21.1% | 114,556 | $10.9M |
| Hudock, Inc. | 1.61% | Add +1.2% | 114,311 | $10.9M |
| Private Advisor Group, LLC | 0.05% | Add +12.3% | 114,008 | $10.9M |
| Little House Capital LLC | 2.80% | Reduce -1.7% | 113,621 | $10.8M |
| 1607 Capital Partners, LLC | 0.77% | Reduce -33.2% | 112,551 | $10.7M |
| Pallas Capital Advisors LLC | 0.39% | Reduce -9.4% | 108,429 | $10.3M |
| Rothschild Wealth LLC | 0.93% | Add +6.6% | 107,496 | $10.3M |
| Chicago Partners Investment Group LLC | 0.23% | Add +5.1% | 107,332 | $10.3M |
| Northstar Advisory Group, LLC | 3.90% | Reduce -56.5% | 107,211 | $10.2M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +255.4% | 107,200 | $10.2M |
| Modera Wealth Management, LLC | 0.12% | Add +143.4% | 105,986 | $10.1M |
| Larch Capital Partners LLC | 1.46% | New | 105,503 | $10.1M |
| Dorsey Wright & Associates | 1.22% | Add +206.9% | 103,243 | $9.9M |
| High Note Wealth, LLC | 1.93% | Reduce -1.0% | 103,026 | $9.8M |
| U S Wealth Group, Llc. | 6.57% | Reduce -2.8% | 101,840 | $9.7M |
| Strategic Financial Group, LLC | 9.95% | — | 101,245 | $9.7M |
| Scotia Capital Inc. | 0.04% | Add +14.9% | 100,048 | $9.5M |
| Goodman Advisory Group, LLC | 2.47% | Reduce -3.5% | 99,849 | $9.5M |
| Stableford Capital II LLC | 3.53% | Add +19.8% | 99,614 | $9.5M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +5.2% | 99,470 | $9.5M |
| Bond & Devick Financial Network, Inc. | 2.64% | Add +3.5% | 99,060 | $9.5M |
| Global Trust Asset Management, LLC | 3.61% | Add +11.4% | 98,909 | $9.4M |
| Summit Wealth Partners, LLC | 1.49% | Add +5.7% | 98,459 | $9.4M |
| Graybill Wealth Management, LTD. | 2.82% | Add +2.3% | 96,961 | $9.3M |
| Laurel Oak Wealth Management, LLC | 1.52% | Reduce -24.0% | 95,113 | $9.1M |
| Summit Asset Management, LLC | 1.26% | Reduce -2.6% | 94,687 | $9.0M |
| Ssi Investment Management LLC | 0.74% | Add +49.6% | 93,739 | $8.9M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +613.4% | 93,249 | $8.9M |
| MTC Wealth Management LLC | 4.20% | Add +8.3% | 92,695 | $8.8M |
| Millennium Management | 0.01% | Reduce -73.8% | 92,159 | $8.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -36.7% | 92,514 | $8.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | — | 91,466 | $8.7M |
| Summit Financial, LLC | 0.11% | Reduce -12.8% | 91,225 | $8.7M |
| Common Fund for Nonprofit Organizations | 0.84% | Reduce -0.8% | 90,719 | $8.7M |
| Citizens Financial Group Inc. | 0.12% | Reduce -2.9% | 89,807 | $8.6M |
| Advisory Services Network, LLC | 0.11% | Reduce -2.5% | 89,661 | $8.6M |
| Syntax Research, Inc. | 5.37% | Add +0.6% | 88,480 | $8.4M |
| Waterloo Capital, L.P. | 0.57% | Reduce -38.0% | 84,744 | $8.1M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -8.1% | 84,584 | $8.1M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +0.6% | 83,899 | $8.0M |
| One Day In July LLC | 0.63% | Add +0.4% | 83,083 | $7.9M |
| Dynasty Wealth Management, LLC | 0.07% | Add +17.9% | 81,092 | $7.7M |
| PFG Advisors | 0.37% | Reduce -51.0% | 79,474 | $7.6M |
| Dimension Capital Management LLC | 1.06% | Reduce -3.4% | 79,256 | $7.6M |
| Two Sigma Securities, LLC | 0.88% | Add +269.4% | 78,939 | $7.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.51% | Add +3.5% | 78,933 | $7.5M |
| Sig Brokerage, LP | 2.12% | New | 78,420 | $7.5M |
| White Pine Investment CO | 1.74% | Add +10.7% | 78,323 | $7.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Reduce -21.6% | 78,022 | $7.4M |
| SummitTX Capital, L.P. | 0.24% | Add +0.3% | 77,953 | $7.4M |
| Tennessee Valley Asset Management Partners | 0.98% | Add +7.3% | 77,840 | $7.4M |
| RPg Family Wealth Advisory, LLC | 1.53% | Add +12.0% | 76,832 | $7.3M |
| Wealth Enhancement Trust Services, Inc. | 0.88% | Add +0.5% | 76,558 | $7.3M |
| Thayer Partners, LLC / MA | 3.45% | Add +3.4% | 75,828 | $7.2M |
| Leuthold Group, LLC | 0.77% | Reduce -2.2% | 75,440 | $7.2M |
| Acropolis Investment Management, LLC | 0.31% | Add +4.5% | 74,365 | $7.1M |
| Systelligence, LLC | 1.38% | Add +14.0% | 74,209 | $7.1M |
| WHI TRUST Co LLC | 5.31% | Add +0.8% | 73,918 | $7.1M |
| Moneywise, Inc. | 3.06% | New | 73,371 | $7.0M |
| Risk Paradigm Group, LLC | 5.96% | Add +7.3% | 73,209 | $7.0M |
| Benchmark Financial, LLC | 6.23% | Add +19.3% | 72,774 | $6.9M |
| Ascent Advisors, LLC | 12.73% | — | 72,634 | $6.9M |
| Insight Wealth Partners, LLC | 2.80% | Add +106.3% | 72,511 | $6.9M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -8.3% | 72,203 | $6.9M |
| Tidal Investments LLC | 0.02% | Add +191.5% | 70,995 | $6.8M |
| Bison Wealth, LLC | 0.66% | Reduce -5.4% | 71,501 | $6.7M |
| Greenwood Capital Associates LLC | 0.74% | Add +4.4% | 70,511 | $6.7M |
| Leavell Investment Management, Inc. | 0.27% | Add +4.5% | 69,984 | $6.7M |
| AE Wealth Management LLC | 0.04% | Reduce -25.0% | 69,657 | $6.6M |
| D.A. Davidson & Co. | 0.04% | Add +1329.9% | 68,836 | $6.6M |
| Innova Wealth Partners | 3.09% | Add +1282.5% | 68,159 | $6.5M |
| Compass Financial Group, Inc. | 2.93% | Reduce -0.7% | 68,137 | $6.5M |
| GAM Holding AG | 0.57% | No change | 68,000 | $6.5M |
| SageGuard Financial Group, LLC | 1.00% | Add +1817.6% | 67,712 | $6.5M |
| IPG Investment Advisors LLC | 1.11% | Add +2.6% | 67,424 | $6.4M |
| DRW Securities, LLC | 0.35% | Reduce -32.6% | 67,338 | $6.4M |
| Columbia Bank | 1.82% | New | 66,693 | $6.4M |
| Argo Wealth Advisory, LLC | 3.73% | Add +2.9% | 66,614 | $6.4M |
| GenTrust, LLC | 0.27% | Reduce -90.0% | 66,369 | $6.3M |
| Milestone Asset Management, LLC | 1.16% | Add +2956.1% | 65,767 | $6.3M |
| Muirfield Wealth Advisors LLC | 4.60% | Add +7.4% | 65,535 | $6.3M |
| Diversify Wealth Management, LLC | 0.11% | Add +1467.3% | 65,699 | $6.2M |
| IHT Wealth Management, LLC | 0.14% | Reduce -8.3% | 63,883 | $6.1M |
| Point72 Asset Management | 0.01% | New | 63,505 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +72.1% | 63,401 | $6.1M |
| Dorsey & Whitney Trust CO LLC | 0.33% | Add +0.0% | 62,491 | $6.0M |
| Consilio Wealth Advisors, LLC | 1.73% | New | 62,088 | $5.9M |
| Evergreen Capital Management LLC | 0.13% | Add +3.9% | 61,781 | $5.9M |
| James Investment Research, Inc. | 0.66% | Reduce -2.4% | 61,680 | $5.9M |
| Compound Planning, Inc. | 0.18% | Reduce -3.0% | 61,355 | $5.9M |
| Arkadios Wealth Advisors | 0.10% | Add +125.2% | 60,921 | $5.8M |
| Perigon Wealth Management, LLC | 0.11% | Add +9.6% | 60,820 | $5.8M |
| Aspire Capital Advisors LLC | 1.31% | Add +14.2% | 60,749 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Add +1.8% | 60,521 | $5.8M |
| Money Concepts Capital Corp. | 0.32% | Reduce -57.1% | 60,256 | $5.8M |
| DDD Partners, LLC | 0.40% | Add +20.9% | 59,773 | $5.7M |
| AlphaCore Capital LLC | 0.13% | Reduce -8.1% | 59,414 | $5.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +1800.3% | 58,967 | $5.6M |
| Miller Financial Services LLC | 6.15% | Add +22.0% | 57,845 | $5.5M |
| Sun Financial Inc | 2.74% | Reduce -1.1% | 57,978 | $5.5M |
| Tru Independence Asset Management 2, LLC | 3.34% | Add +0.2% | 56,911 | $5.4M |
| Values First Advisors, Inc. | 2.83% | Add +2.4% | 56,847 | $5.4M |
| 1832 Asset Management L.P. | 0.01% | Add +7.1% | 56,828 | $5.4M |
| Jain Global LLC | 0.07% | New | 56,106 | $5.4M |
| Glaxis Capital Management, LLC | 6.67% | Add +1140.9% | 55,840 | $5.3M |
| Principal Securities, Inc. | 0.08% | Add +2.8% | 55,482 | $5.3M |
| Courier Capital LLC | 0.30% | Add +40.1% | 55,438 | $5.3M |
| Ssa Swiss Advisors AG | 2.45% | Add +40.5% | 55,371 | $5.3M |
| Ballew Advisors, Inc | 2.96% | Add +3.6% | 54,993 | $5.2M |
| One Degree Advisors Inc | 1.37% | Add +5.0% | 54,681 | $5.2M |
| Good Steward Wealth Advisors,LLC | 3.33% | Add +3.4% | 54,301 | $5.2M |
| Portside Wealth Group, LLC | 0.70% | Add +6.3% | 53,973 | $5.2M |
| First Interstate Bank | 0.29% | Reduce -18.5% | 53,680 | $5.1M |
| Mount Lucas Management LP | 1.88% | Add +160.0% | 53,239 | $5.1M |
| Warner Financial, Inc. | 1.74% | Add +15.5% | 53,076 | $5.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -7.8% | 53,239 | $5.1M |
| Procyon Advisors, LLC | 0.25% | Add +41.7% | 52,821 | $5.0M |
| Commerce Bank | 0.02% | Add +4.3% | 52,163 | $5.0M |
| Sagespring Wealth Partners, LLC | 0.09% | Add +19.2% | 52,018 | $5.0M |
| Stablepoint Partners, LLC | 0.74% | Reduce -0.1% | 51,953 | $5.0M |
| Keybank National Association | 0.02% | Add +22.8% | 51,807 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +829.4% | 51,152 | $4.9M |
| Simplex Trading, LLC | 0.15% | New | 50,658 | $4.8M |
| HighPoint Advisor Group LLC | 0.20% | Add +1.9% | 50,585 | $4.8M |
| Gallagher Capital Advisors, LLC | 3.24% | New | 31,764 | $4.8M |
| Coastal Bridge Advisors, LLC | 0.34% | Add +18.8% | 50,309 | $4.8M |
| Sandbox Financial Partners, LLC | 1.31% | Add +17.8% | 48,916 | $4.7M |
| Vident Advisory, LLC | 0.04% | Add +112.8% | 48,285 | $4.6M |
| Integrated Advisors Network LLC | 0.24% | Reduce -7.0% | 48,195 | $4.6M |
| Meridian Wealth Management, LLC | 0.16% | Add +5.3% | 47,519 | $4.5M |
| AssuredPartners Investment Advisors, LLC | 0.49% | Add +2.8% | 47,056 | $4.5M |
| Promethium Advisors,llc | 2.28% | Add +19.4% | 46,222 | $4.4M |
| Independent Advisor Alliance | 0.05% | Add +152.2% | 45,953 | $4.4M |
| Trilogy Capital Inc. | 0.20% | Reduce -71.3% | 45,915 | $4.4M |
| FreeGulliver LLC | 1.82% | Add +10.4% | 45,230 | $4.3M |
| Beacon Advisors Holdings, LLC | 2.31% | New | 45,191 | $4.3M |
| Worth Asset Management, LLC | 1.59% | Reduce -9.7% | 44,788 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +17.3% | 44,774 | $4.3M |
| Signet Financial Management, LLC | 0.48% | Add +8.2% | 44,638 | $4.3M |
| Lazard Asset Management LLC | 0.01% | Add +1.9% | 44,590 | $4.3M |
| Northern Trust Corp. | 0.00% | Add +14.7% | 44,354 | $4.2M |
| Spectrum Strategic Capital Management, LLC | 2.25% | Add +15.0% | 43,849 | $4.2M |
| Cambient Family Office, LLC | 0.58% | Add +970.0% | 43,679 | $4.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.12% | Add +7.8% | 43,097 | $4.1M |
| VestGen Advisors, LLC | 0.12% | Add +1597.9% | 43,567 | $4.1M |
| Sage Advisory Services, Ltd.Co. | 2.24% | Add +5.8% | 42,937 | $4.1M |
| Veridan Wealth LLC | 1.54% | Add +3.8% | 42,872 | $4.1M |
| Capital Advisors Wealth Management, LLC | 0.54% | Reduce -7.3% | 42,381 | $4.0M |
| Riggs Asset Managment Co. Inc. | 0.83% | Add +0.5% | 42,326 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +73.1% | 41,989 | $4.0M |
| Canal Capital Management, LLC | 0.54% | Add +1.5% | 41,654 | $4.0M |
| Stephens Inc. | 0.05% | Add +1.3% | 41,645 | $4.0M |
| &partners | 0.02% | Add +9.6% | 40,826 | $3.9M |
| Focused Wealth Management, Inc | 0.41% | Add +15.2% | 40,699 | $3.9M |
| Dow Chemical Co. | 1.61% | Add +8.5% | 40,176 | $3.8M |
| Wealth Alliance, LLC | 0.38% | Add +3.9% | 40,157 | $3.8M |
| Central Pacific Bank - Trust Division | 0.51% | Add +54.4% | 39,955 | $3.8M |
| Wealthcare Capital Partners, LLC | 1.78% | Add +0.8% | 39,890 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +32.9% | 38,940 | $3.7M |
| Beam Wealth Advisors, Inc. | 0.92% | Add +20.8% | 38,900 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.57% | Add +1.1% | 38,287 | $3.7M |
| Fca Corp. | 1.01% | Add +6.5% | 37,346 | $3.6M |
| 1620 Investment Advisors, Inc. | 2.41% | Add +3.1% | 37,291 | $3.6M |
| Arete Wealth Advisors, LLC | 0.26% | Reduce -52.0% | 36,924 | $3.5M |
| Beirne Wealth Consulting Services, LLC | 1.00% | Reduce -30.2% | 36,945 | $3.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -4.8% | 36,783 | $3.5M |
| VestGen Investment Management | 1.93% | Add +19.5% | 36,737 | $3.5M |
| Integrity Alliance, Llc. | 0.13% | Add +45.5% | 36,688 | $3.5M |
| Mgo One Seven LLC | 0.07% | Reduce -5.9% | 36,423 | $3.5M |
| Alliance Wealth Advisors, LLC | 0.75% | Reduce -18.4% | 36,170 | $3.5M |
| Belpointe Asset Management LLC | 0.13% | Reduce -8.9% | 36,166 | $3.5M |
| Voya Financial Advisors, Inc. | 0.34% | Add +8.3% | 36,449 | $3.4M |
| Sigma Planning Corp | 0.09% | Add +4.1% | 35,742 | $3.4M |
| Columbus Macro, LLC | 0.36% | Add +2.4% | 35,520 | $3.4M |
| MFA Wealth Services | 2.24% | Add +4.2% | 35,412 | $3.4M |
| Apollon Wealth Management, LLC | 0.05% | Add +460.9% | 35,351 | $3.4M |
| CPR Investments Inc. | 2.24% | Add +208.2% | 35,154 | $3.4M |
| IMC-Chicago, LLC | 0.05% | Add +105.8% | 35,009 | $3.3M |
| CVS HEALTH Corp | 1.57% | New | 35,000 | $3.3M |
| Quinn Opportunity Partners LLC | 0.18% | Reduce -67.0% | 35,000 | $3.3M |
| Forte Asset Management LLC | 1.46% | Reduce -3.2% | 34,911 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2513.3% | 34,861 | $3.3M |
| Daymark Wealth Partners, LLC | 0.10% | Reduce -23.4% | 34,672 | $3.3M |
| World Investment Advisors | 0.05% | Reduce -51.8% | 34,656 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +7.5% | 34,359 | $3.3M |
| Circle Wealth Management, LLC | 0.05% | Add +47.6% | 34,317 | $3.3M |
| Tower Research Capital LLC (TRC) | 0.08% | Reduce -40.9% | 33,177 | $3.2M |
| J. Safra Sarasin Holding AG | 0.05% | Add +6.4% | 33,165 | $3.2M |
| Blue Capital, Inc. | 2.06% | New | 33,027 | $3.2M |
| Integras Partners LLC | 2.05% | Add +2.9% | 32,776 | $3.1M |
| Koshinski Asset Management, Inc. | 0.20% | Add +6.2% | 32,771 | $3.1M |
| Capital Analysts, LLC | 0.08% | Reduce -7.7% | 32,658 | $3.1M |
| Marshall & Sterling Wealth Advisors Inc. | 2.04% | Add +137.6% | 32,652 | $3.1M |
| Insight Wealth Strategies, LLC | 0.35% | Add +3.0% | 32,607 | $3.1M |
| Mission Wealth Management, LP | 0.06% | Reduce -19.4% | 32,386 | $3.1M |
| Lighthouse Investment Partners, LLC | 0.11% | Reduce -8.8% | 32,058 | $3.1M |
| Gateway Wealth Partners, LLC | 0.12% | Add +380.5% | 31,884 | $3.0M |
| Choreo, LLC | 0.04% | Reduce -2.5% | 31,777 | $3.0M |
| Sovran Advisors, LLC | 0.24% | Reduce -29.3% | 31,923 | $3.0M |
| Lido Advisors, LLC | 0.01% | Add +6.0% | 31,583 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 31,576 | $3.0M |
| BCM Advisors, LLC | 0.59% | Reduce -54.9% | 31,461 | $3.0M |
| Stordahl Capital Management, Inc. | 0.61% | Reduce -0.5% | 30,872 | $2.9M |
| Western Wealth Management, LLC | 0.11% | Add +2.2% | 30,641 | $2.9M |
| Boltwood Capital Management | 0.73% | Add +4.0% | 30,050 | $2.9M |
| National Bank of Canada | 0.00% | Reduce -50.1% | 30,043 | $2.9M |
| Henderson Brothers Financial Partners, LLC | 0.72% | — | 29,850 | $2.8M |
| LWM Advisors Inc. | 2.45% | Add +1.4% | 29,576 | $2.8M |
| Certior Financial Group, LLC | 1.79% | Add +14.1% | 29,456 | $2.8M |
| Dakota Wealth Management | 0.06% | Reduce -5.9% | 29,419 | $2.8M |
| CDKV Holdings LLC | 2.44% | Add +3.4% | 29,132 | $2.8M |
| LFA - Lugano Financial Advisors SA | 1.39% | No change | 28,863 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Add +2.5% | 28,288 | $2.7M |
| Solstein Capital, LLC | 1.10% | Reduce -18.0% | 27,990 | $2.7M |
| CreativeOne Wealth, LLC | 0.06% | Add +1.9% | 27,871 | $2.7M |
| Lanark Financial, Inc. | 0.20% | Reduce -6.7% | 27,538 | $2.6M |
| Advisor OS, LLC | 0.19% | Add +292.7% | 27,282 | $2.6M |
| Autumn Glory Partners, LLC | 0.95% | New | 27,227 | $2.6M |
| Karpus Management, Inc. | 0.08% | Reduce -94.3% | 27,211 | $2.6M |
| Greatmark Investment Partners, Inc. | 0.30% | Reduce -28.9% | 27,131 | $2.6M |
| Semitam Bonam LLC | 2.11% | Add +10.2% | 27,073 | $2.6M |
| Simplicity Wealth,LLC | 0.15% | Add +13.0% | 27,065 | $2.6M |
| Ascentis Wealth Management, LLC | 0.54% | Add +35.0% | 26,904 | $2.6M |
| Erickson Financial Group, LLC | 1.59% | Add +12.5% | 26,657 | $2.5M |
| Wealthspire Retirement, LLC | 0.15% | Add +12.9% | 26,614 | $2.5M |
| HCR Wealth Advisors | 0.26% | Add +95.7% | 26,540 | $2.5M |
| Anfield Capital Management, LLC | 0.69% | Reduce -60.1% | 26,391 | $2.5M |
| Global View Capital Management LLC | 0.66% | Reduce -9.3% | 26,185 | $2.5M |
| Lifeworks Advisors, LLC | 0.32% | Reduce -20.7% | 26,095 | $2.5M |
| Fortitude Advisory Group L.L.C. | 1.11% | Reduce -3.0% | 25,891 | $2.5M |
| Cypress Capital, LLC | 0.70% | Add +0.6% | 25,776 | $2.5M |
| First Citizens Bank & Trust Co. | 0.05% | Add +19.9% | 25,452 | $2.4M |
| United Advisor Group, LLC | 0.30% | Add +64.6% | 25,282 | $2.4M |
| Purus Wealth Management, LLC | 0.77% | Add +9.4% | 25,224 | $2.4M |
| Krilogy Financial LLC | 0.08% | Reduce -26.3% | 25,145 | $2.4M |
| Q Fund Management (Hong Kong) Ltd | 5.72% | No change | 25,000 | $2.4M |
| WBH Advisory Inc. | 0.17% | Add +111.8% | 24,579 | $2.3M |
| Prestige Wealth Management Group LLC | 0.46% | Add +338.5% | 24,409 | $2.3M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +9.6% | 24,283 | $2.3M |
| XTX Topco Ltd | 0.04% | Add +69.2% | 24,254 | $2.3M |
| ABLE Financial Group, LLC | 0.45% | Add +8.4% | 24,241 | $2.3M |
| Trek Financial, LLC | 0.12% | Reduce -7.3% | 23,791 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +16.3% | 23,684 | $2.3M |
| Formidable Asset Management, LLC | 0.35% | Add +4.3% | 23,222 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Add +29.4% | 23,278 | $2.2M |
| Twin Focus Capital Partners, LLC | 0.25% | Add +307.6% | 23,184 | $2.2M |
| Regatta Capital Group, LLC | 0.33% | Add +4.5% | 22,903 | $2.2M |
| ETF Store, Inc. | 2.13% | Add +0.3% | 22,880 | $2.2M |
| Triad Wealth Partners, LLC | 0.17% | Add +28.7% | 22,840 | $2.2M |
| Balefire, LLC | 0.41% | Add +93.4% | 22,810 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.69% | Add +19.8% | 22,751 | $2.2M |
| Asset Management Group, Inc. | 0.35% | Add +0.5% | 22,656 | $2.2M |
| Midwest Trust Co | 0.03% | Reduce -5.1% | 22,649 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +121.7% | 22,401 | $2.1M |
| Dynamic Wealth Strategies, LLC | 1.21% | Reduce -25.2% | 21,846 | $2.1M |
| Savior LLC | 7.42% | Add +4.3% | 21,778 | $2.1M |
| Legacy Wealth Partners, LLC | 0.52% | Add +159.7% | 21,624 | $2.1M |
| Robinson Value Management, Ltd. | 1.15% | Add +1.5% | 21,611 | $2.1M |
| Lake Hills Wealth Management, LLC | 1.15% | Add +4.6% | 21,518 | $2.1M |
| Eagle Global Advisors LLC | 0.07% | Reduce -2.4% | 21,302 | $2.0M |
| Ehrlich Financial Group | 1.17% | New | 21,276 | $2.0M |
| First American Trust, FSB | 0.14% | Reduce -4.6% | 21,152 | $2.0M |
| Cordgrass Capital Advisors, LLC | 0.47% | Add +10.0% | 20,895 | $2.0M |
| BTG Pactual Asset Management US LLC | 0.20% | Add +177.5% | 20,964 | $2.0M |
| Ascent Group, LLC | 0.07% | Add +3.0% | 20,724 | $2.0M |
| Magnolia Private Wealth, LLC | 1.31% | Add +2222.3% | 347,771 | $2.0M |
| Midwest Professional Planners, LTD. | 0.46% | Add +5.6% | 20,400 | $1.9M |
| Legacy Wealth Managment, LLC | 0.97% | Add +6.6% | 20,374 | $1.9M |
| Atlas Brown,Inc. | 0.58% | Add +23.2% | 20,222 | $1.9M |
| Mfa Wealth Advisors, LLC | 0.38% | Add +4.7% | 20,114 | $1.9M |
| Titiun Yejiel | 1.94% | No change | 20,034 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.6% | 20,021 | $1.9M |
| Rational Advisors, Inc. | 0.21% | Add +695.1% | 19,829 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +14.4% | 19,754 | $1.9M |
| First International Bank of Israel Ltd. | 0.55% | Add +24.8% | 19,623 | $1.9M |
| Resonant Capital Advisors, LLC | 0.10% | New | 19,572 | $1.9M |
| Biltmore Wealth Management, LLC | 0.66% | Add +3.0% | 19,558 | $1.9M |
| M Holdings Securities, Inc. | 0.13% | Reduce -0.5% | 19,589 | $1.9M |
| Armstrong Advisory Group, Inc. | 0.12% | Reduce -97.3% | 19,433 | $1.9M |
| PW Advisors, LLC \ FL | 1.39% | New | 19,415 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.47% | Add +2.5% | 19,360 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Reduce -5.7% | 18,979 | $1.8M |
| DMC Group, LLC | 1.22% | Add +6.0% | 18,973 | $1.8M |
| FLP Wealth Management, LLC | 3.67% | Add +8.5% | 18,655 | $1.8M |
| Biondo Investment Advisors, LLC | 0.23% | Add +8.0% | 18,574 | $1.8M |
| Moulton Wealth Management, Inc. | 1.19% | New | 18,372 | $1.8M |
| Matrix Trust Co | 0.29% | Add +0.3% | 18,319 | $1.7M |
| Old Mission Capital LLC | 0.04% | Add +3.2% | 18,290 | $1.7M |
| Csenge Advisory Group | 0.08% | Reduce -13.4% | 18,277 | $1.7M |
| Buck Wealth Strategies, LLC | 0.21% | Reduce -5.3% | 18,167 | $1.7M |
| Israel Discount Bank of New York | 3.74% | Add +27.1% | 17,878 | $1.7M |
| Richmond Investment Services, LLC | 0.28% | New | 17,867 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.61% | Reduce -0.6% | 17,866 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -87.8% | 17,838 | $1.7M |
| NewEdge Wealth, LLC | 0.02% | New | 17,707 | $1.7M |
| waypoint wealth counsel | 0.87% | Reduce -6.2% | 17,694 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +21.9% | 17,625 | $1.7M |
| SevenBridge Financial Group, LLC | 0.26% | Reduce -1.3% | 17,400 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | No change | 17,370 | $1.7M |
| United Asset Strategies, Inc. | 0.13% | Add +18.0% | 17,357 | $1.7M |
| Clark Capital Management Group, Inc. | 0.01% | Add +0.9% | 17,094 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +10.3% | 16,939 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +42.5% | 16,798 | $1.6M |
| EFG International AG | 0.03% | Add +241.6% | 16,668 | $1.6M |
| Fiducient Advisors LLC | 0.21% | Add +6.0% | 16,645 | $1.6M |
| Cascades Capital Asset Management, LLC | 0.67% | Add +12.2% | 16,595 | $1.6M |
| Ibex Wealth Advisors | 0.15% | Reduce -5.1% | 16,504 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +11.8% | 16,189 | $1.5M |
| Prentice Wealth Management LLC | 0.35% | Reduce -0.0% | 16,120 | $1.5M |
| Prism Advisors, Inc. | 0.41% | Add +3.9% | 16,110 | $1.5M |
| RFG Advisory, LLC | 0.03% | Reduce -92.6% | 16,083 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +47.8% | 15,975 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +4.3% | 15,934 | $1.5M |
| Entelevest, LLC | 1.55% | Add +35.3% | 15,799 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +4.3% | 15,767 | $1.5M |
| Cypress Financial Planning LLC | 0.41% | No change | 15,533 | $1.5M |
| Schroder Investment Management Group | 0.00% | Reduce -40.7% | 15,495 | $1.5M |
| Walleye Trading LLC | 0.03% | Add +43.9% | 15,400 | $1.5M |
| Valtrion Capital Management, LLC | 1.38% | Add +21.8% | 15,309 | $1.5M |
| Cabana LLC | 11.43% | Add +9.1% | 15,253 | $1.5M |
| Generation Capital Management LLC | 1.05% | No change | 15,086 | $1.4M |
| FFT Wealth Management LLC | 0.26% | New | 15,031 | $1.4M |
| Wallace Advisory Group, LLC | 1.53% | Add +3.6% | 14,993 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +2.7% | 14,959 | $1.4M |
| Ieq Capital, LLC | 0.01% | New | 14,918 | $1.4M |
| Brookwood Investment Group LLC | 0.18% | Add +34.4% | 14,787 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.10% | Add +34.9% | 14,704 | $1.4M |
| WealthTrust Asset Management, LLC | 0.83% | Add +0.7% | 14,566 | $1.4M |
| CCG Wealth Management, LLC | 0.38% | Add +254.8% | 14,559 | $1.4M |
| Maltin Wealth Management, Inc. | 0.53% | Add +136.3% | 14,520 | $1.4M |
| Clarity Financial LLC | 0.15% | Add +1.3% | 14,502 | $1.4M |
| Dedeker Financial LLC | 1.19% | Add +22.9% | 14,365 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +6.8% | 14,179 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -0.4% | 14,175 | $1.4M |
| Fulton Breakefield Broenniman LLC | 0.09% | Reduce -3.0% | 14,125 | $1.3M |
| Fifth Third Securities, Inc. | 0.09% | Add +1.1% | 13,876 | $1.3M |
| Summa Corp. | 0.55% | Reduce -0.6% | 13,827 | $1.3M |
| 17 Capital Partners, LLC | 0.68% | Reduce -60.1% | 13,761 | $1.3M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -2.7% | 13,726 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | Add +4.4% | 13,713 | $1.3M |
| Ethos Financial Group, LLC | 0.10% | Reduce -4.6% | 13,729 | $1.3M |
| LexAurum Advisors, LLC | 0.17% | — | 13,655 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +16.6% | 13,643 | $1.3M |
| Zhang Financial LLC | 0.04% | Add +203.4% | 13,541 | $1.3M |
| First Community Trust NA | 0.94% | Reduce -0.5% | 13,376 | $1.3M |
| JB Capital LLC | 0.05% | Add +17.9% | 13,323 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.09% | Reduce -2.1% | 13,253 | $1.3M |
| PFG Investments, LLC | 0.06% | Add +8.2% | 13,246 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -4.8% | 13,157 | $1.3M |
| Eastern Bank | 0.02% | Reduce -46.6% | 13,156 | $1.3M |
| Zevin Asset Management LLC | 0.17% | Add +7.4% | 13,122 | $1.3M |
| Center For Asset Management LLC | 0.62% | Add +31.9% | 13,079 | $1.2M |
| Evoke Wealth, LLC | 0.02% | Reduce -7.8% | 12,965 | $1.2M |
| Redwood Investment Management, LLC | 0.15% | Add +21.1% | 12,906 | $1.2M |
| International Assets Investment Management, LLC | 0.08% | Reduce -2.6% | 12,846 | $1.2M |
| Invst, LLC | 0.14% | Add +95.3% | 12,702 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +82.3% | 12,628 | $1.2M |
| Algorithmic Investment Models, LLC | 1.46% | Add +121.3% | 12,421 | $1.2M |
| Carr Financial Group Corp | 0.31% | Add +0.1% | 12,409 | $1.2M |
| Regal Investment Advisors LLC | 0.07% | Add +17.1% | 12,378 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -1.4% | 12,284 | $1.2M |
| Camarda Financial Advisors, LLC | 0.62% | Reduce -0.4% | 12,261 | $1.2M |
| Cadia Private Client LLC | 0.95% | Add +31.3% | 12,234 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.19% | Add +4.3% | 12,192 | $1.2M |
| TriaGen Wealth Management LLC | 0.32% | Add +6.0% | 12,097 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.9% | 12,094 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +11.3% | 12,035 | $1.1M |
| Lewis Asset Management, LLC | 0.47% | Reduce -4.3% | 11,946 | $1.1M |
| Hanover Advisors Inc. | 0.46% | Reduce -2.7% | 11,930 | $1.1M |
| Delphi Financial Group, Inc. | 0.52% | New | 11,900 | $1.1M |
| Cosner Financial Group, LLC | 0.62% | Reduce -3.5% | 11,772 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +31.0% | 11,723 | $1.1M |
| Gilpin Wealth Management, LLC | 0.89% | Add +0.3% | 11,720 | $1.1M |
| Forza Wealth Management, LLC | 0.39% | Reduce -3.2% | 11,615 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.71% | Reduce -4.7% | 11,486 | $1.1M |
| Arwa LLC | 0.54% | Add +2.2% | 11,422 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | New | 11,378 | $1.1M |
| HUB Investment Partners, LLC | 0.03% | Add +10.1% | 11,347 | $1.1M |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -4.1% | 11,284 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.34% | Add +8.3% | 11,251 | $1.1M |
| MMBG Investment Advisors Co. | 0.10% | Add +34.8% | 11,229 | $1.1M |
| IF Advisors, LLC | 0.76% | Add +12.0% | 11,219 | $1.1M |
| Bingham Private Wealth, LLC | 0.85% | Add +9.7% | 11,200 | $1.1M |
| Keebeck Wealth Management | 0.12% | Add +4.9% | 11,098 | $1.1M |
| Lifetime Wealth Management P.C. | 0.61% | Add +6.2% | 11,088 | $1.1M |
| Evelyn Partners Asset Management Ltd | 0.26% | Add +0.1% | 11,005 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Reduce -22.7% | 10,862 | $1.0M |
| Hamlin Capital Management, LLC | 0.02% | No change | 10,756 | $1.0M |
| Surience Private Wealth LLC | 1.09% | Add +338.8% | 10,675 | $1.0M |
| Rollins Financial Advisors, LLC | 0.16% | Reduce -1.9% | 10,602 | $1.0M |
| Vise Technologies, Inc. | 0.02% | No change | 10,433 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -65.8% | 10,461 | $998K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 10,457 | $996K |
| Veltria Advisors Corp. | 3.31% | New | 10,515 | $994K |
| Paladin Partners, LLC | 0.71% | No change | 10,385 | $991K |
| King Wealth Management Group | 0.12% | Add +1.2% | 10,285 | $982K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +8.1% | 10,274 | $981K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +89.4% | 10,255 | $979K |
| Ascentis Independent Advisors | 0.07% | Add +125.8% | 10,247 | $978K |
| Flagstar Securities, Inc. | 0.35% | Add +4.4% | 10,242 | $978K |
| Verus Capital Partners, LLC | 0.07% | Add +8.3% | 10,099 | $964K |
| SBI Securities Co., Ltd. | 0.03% | Reduce -13.1% | 10,087 | $963K |
| Amundi | 0.00% | Reduce -59.0% | 10,043 | $959K |
| Fortune Financial Advisors, LLC | 0.48% | Reduce -2.1% | 9,967 | $951K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +45.1% | 9,942 | $949K |
| Kiley Juergens Wealth Management, LLC | 0.17% | New | 9,841 | $939K |
| Phil A. Younker & Associates, Ltd. | 0.62% | No change | 9,705 | $926K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.4% | 9,683 | $924K |
| Financial Network Wealth Advisors LLC | 0.95% | Add +15.2% | 9,678 | $924K |
| Tandem Financial, LLC | 0.31% | New | 9,671 | $923K |
| Clearstead Advisors, LLC | 0.01% | Add +2.8% | 9,584 | $915K |
| SteelPeak Wealth, LLC | 0.03% | Add +0.3% | 9,500 | $907K |
| FDx Advisors, Inc. | 0.29% | Reduce -6.7% | 9,410 | $898K |
| Boyd Watterson Asset Management LLC | 0.27% | Add +29.9% | 9,309 | $888K |
| Roundview Capital LLC | 0.06% | Reduce -5.2% | 9,303 | $888K |
| Seelaus Asset Management LLC | 0.64% | New | 9,157 | $874K |
| TCP Asset Management, LLC | 0.11% | Reduce -2.1% | 9,067 | $865K |
| Bayshore Capital Advisors, LLC | 0.36% | Reduce -3.1% | 8,986 | $858K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +4.5% | 8,955 | $855K |
| Jane Street Group, LLC | 0.00% | Add +50.2% | 8,950 | $854K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.9% | 8,833 | $843K |
| LightSquare Wealth Management, LLC | 0.63% | — | 8,794 | $839K |
| Advance Capital Management, Inc. | 0.03% | Reduce -15.9% | 8,771 | $837K |
| Blair William & Co. | 0.00% | Reduce -17.7% | 8,751 | $835K |
| Two West Capital Advisors LLC | 0.44% | Add +31.0% | 8,675 | $822K |
| Core Wealth Partners LLC | 0.38% | Reduce -0.1% | 8,612 | $822K |
| Beverly Hills Private Wealth, LLC | 0.14% | New | 8,565 | $817K |
| Apella Capital, LLC | 0.01% | New | 8,514 | $817K |
| Breakwater Capital Group | 0.11% | Add +31.1% | 8,494 | $811K |
| Advyzon Investment Management, LLC | 0.07% | Add +3.9% | 8,483 | $810K |
| HORAN Wealth, LLC | 0.08% | New | 8,301 | $798K |
| Pursuit Wealth Strategies, LLC | 1.08% | Reduce -3.5% | 8,133 | $776K |
| First Citizens Asset Management, Inc. | 0.27% | Add +12.9% | 8,073 | $770K |
| AlphaCentric Advisors LLC | 0.77% | Add +170.9% | 8,031 | $766K |
| Level Four Advisory Services, LLC | 0.03% | Add +3.1% | 8,021 | $766K |
| Fiduciary Alliance LLC | 0.05% | Add +0.2% | 7,949 | $760K |
| Pathstone Holdings, LLC | 0.00% | Add +6.1% | 7,934 | $757K |
| Moors & Cabot, Inc. | 0.03% | Reduce -83.1% | 7,912 | $755K |
| HSBC Holdings PLC | 0.00% | Reduce -32.6% | 7,885 | $753K |
| B. Riley Wealth Advisors, Inc. | 0.05% | New | 7,882 | $751K |
| Eddie Patel Inc | 0.58% | Add +56.5% | 7,859 | $750K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 7,700 | $735K |
| Crusonia Wealth Advisors LLC | 0.15% | New | 7,690 | $734K |
| KG Capital Management | 0.53% | Reduce -45.7% | 7,686 | $734K |
| Obermeyer Wealth Partners | 0.03% | Reduce -1.0% | 7,645 | $730K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -24.4% | 7,595 | $725K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -18.4% | 7,594 | $725K |
| Norden Group LLC | 0.07% | Reduce -9.2% | 7,508 | $717K |
| Total Wealth Planning & Management, Inc. | 0.57% | New | 7,478 | $714K |
| Deutsche Bank AG | 0.00% | Add +37.0% | 7,400 | $706K |
| Gibbs Wealth Management | 0.09% | Add +26.2% | 7,378 | $704K |
| Caliber Wealth Management, LLC / KS | 0.08% | Reduce -5.2% | 7,298 | $697K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 7,295 | $696K |
| Caitlin John, LLC | 0.42% | Add +5.5% | 7,237 | $691K |
| Merit Financial Group, LLC | 0.01% | Reduce -36.7% | 7,230 | $690K |
| Narus Financial Partners, LLC | 0.18% | Add +1.0% | 7,222 | $689K |
| Insigneo Advisory Services, LLC | 0.05% | Add +72.4% | 7,179 | $685K |
| Savvy Advisors, Inc. | 0.02% | Add +3.7% | 7,136 | $681K |
| Kestra Investment Management, LLC | 0.01% | Reduce -13.3% | 7,136 | $681K |
| Icon Wealth Advisors, LLC | 0.04% | Add +2.7% | 7,164 | $679K |
| Maridea Wealth Management LLC | 0.10% | Add +14.8% | 7,096 | $677K |
| Creative Financial Designs Inc. | 0.04% | Add +43.8% | 6,998 | $668K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.4% | 6,950 | $663K |
| Amarillo National Bank | 0.12% | Reduce -1.8% | 6,894 | $658K |
| Acorn Wealth Advisors, LLC | 0.19% | Reduce -29.7% | 6,827 | $652K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -15.0% | 6,824 | $651K |
| First Heartland Consultants, Inc. | 0.05% | Add +4.4% | 6,797 | $649K |
| Brickley Wealth Management | 0.11% | No change | 6,763 | $645K |
| Pacifica Partners Inc. | 0.21% | Reduce -6.9% | 6,753 | $645K |
| Quadrature Capital Ltd | 0.01% | New | 6,751 | $644K |
| Rockingstone Advisors LLC | 0.30% | Reduce -23.7% | 6,740 | $643K |
| Melfa Wealth Management, Inc. | 0.37% | Add +7.2% | 6,735 | $643K |
| 5T Wealth, LLC | 0.25% | Add +19.4% | 6,735 | $643K |
| CSS LLC | 0.10% | New | 6,720 | $641K |
| American Institute for Advanced Investment Management, LLP | 0.41% | Add +14.8% | 6,635 | $633K |
| AQR Capital Management | 0.00% | Add +13.7% | 6,628 | $633K |
| Quadcap Wealth Management, LLC | 0.07% | Add +6.6% | 6,620 | $632K |
| Faithward Advisors, LLC | 0.09% | Reduce -0.7% | 6,614 | $631K |
| Ignite Planners, LLC | 0.10% | Reduce -1.1% | 6,572 | $627K |
| Cambridge Advisors Inc. | 0.12% | No change | 6,571 | $627K |
| Spreng Capital Management, Inc. | 0.29% | Reduce -32.4% | 6,553 | $625K |
| Texas Bank & Trust Co | 0.23% | Add +49.5% | 6,440 | $615K |
| Patten & Patten Inc. | 0.04% | Add +3.9% | 6,397 | $611K |
| XY Planning Network, Inc. | 0.10% | Reduce -6.6% | 6,399 | $608K |
| Connecticut Wealth Management, LLC | 0.03% | New | 6,372 | $608K |
| Prevail Innovative Wealth Advisors, LLC | 0.10% | Add +21.5% | 6,349 | $606K |
| Winthrop Capital Management, LLC | 0.15% | Reduce -75.9% | 6,323 | $603K |
| Vectors Research Management, LLC | 0.18% | Add +0.0% | 6,304 | $602K |
| Sharpepoint LLC | 0.36% | Reduce -91.6% | 6,285 | $600K |
| Rik Saylor Financial, Inc. | 0.46% | Reduce -0.3% | 6,282 | $600K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -2.4% | 6,269 | $598K |
| Sapient Capital LLC | 0.01% | Reduce -5.0% | 6,255 | $597K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -16.9% | 6,249 | $596K |
| Fiduciary Trust Co | 0.01% | Reduce -1.6% | 6,153 | $587K |
| StoneX Group Inc. | 0.03% | Add +61.7% | 6,064 | $579K |
| Turim 21 Investimentos Ltda. | 0.14% | Add +178.2% | 6,026 | $575K |
| Calton & Associates, Inc. | 0.08% | Add +63.2% | 5,956 | $568K |
| Andina Capital Management, LLC | 0.51% | Reduce -56.2% | 5,954 | $568K |
| Larry Mathis Financial Planning, LLC | 0.51% | Add +23.1% | 5,924 | $565K |
| Kinloch Capital, LLC | 0.23% | No change | 5,871 | $560K |
| E&G Advisors, LLC | 0.12% | Reduce -3.3% | 5,862 | $559K |
| PCM Encore, LLC | 0.11% | No change | 5,833 | $557K |
| Valmark Advisers, Inc. | 0.01% | Add +78.0% | 5,833 | $557K |
| Benin Management CORP | 0.12% | Add +52.4% | 5,781 | $552K |
| BTS Asset Management, Inc. | 2.12% | Add +0.1% | 5,756 | $549K |
| Intergy Private Wealth, LLC | 0.16% | Add +22.1% | 5,723 | $546K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -8.4% | 5,715 | $545K |
| First Manhattan Co. Llc. | 0.00% | Reduce -66.6% | 5,688 | $543K |
| Ballast Rock Private Wealth LLC | 0.30% | New | 5,620 | $536K |
| Archer Investment Corp | 0.11% | Reduce -4.7% | 5,514 | $526K |
| Markin Asset Management, LP | 0.58% | Reduce -84.7% | 5,512 | $526K |
| WealthShield Partners, LLC | 0.06% | Reduce -5.4% | 5,474 | $522K |
| Group One Trading LLC | 0.02% | New | 5,469 | $522K |
| Banque Pictet & Cie SA | 0.01% | No change | 5,456 | $521K |
| EJMK Ventures LLC | 0.29% | Reduce -30.9% | 5,380 | $513K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $513K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.9% | 5,314 | $507K |
| Zacks Investment Management | 0.00% | New | 5,275 | $503K |
| CWC Advisors, LLC. | 0.24% | Add +20.4% | 5,220 | $498K |
| Bailard, Inc. | 0.01% | New | 5,210 | $497K |
| Red Door Wealth Management, LLC | 0.05% | New | 5,202 | $496K |
| M3 Advisory Group, LLC | 0.31% | Add +1.0% | 5,199 | $496K |
| Gotham Asset Management | 0.00% | No change | 5,154 | $492K |
| Cresta Advisors, Ltd. | 0.20% | No change | 5,140 | $491K |
| Composition Wealth, LLC | 0.01% | Reduce -68.5% | 5,139 | $490K |
| Legacy PCG, LLC | 2.66% | Reduce -92.2% | 5,110 | $488K |
| City Center Advisors, LLC | 0.45% | Add +6.0% | 5,072 | $484K |
| Legacy Private Trust Co. | 0.03% | Reduce -37.0% | 5,068 | $484K |
| Waystone Advisors LLC | 0.43% | Add +1.1% | 5,016 | $479K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | Add +4.6% | 5,001 | $477K |
| Founders Grove Wealth Partners, LLC | 0.11% | Reduce -7.5% | 4,975 | $475K |
| Independent Family Office, LLC | 0.20% | No change | 4,969 | $474K |
| Ducere Wealth Management LLC | 0.19% | Reduce -1.4% | 4,952 | $473K |
| Fiduciary Wealth Partners, LLC | 0.31% | New | 4,936 | $471K |
| Wellington-Altus USA Inc. | 0.28% | Add +23.8% | 4,980 | $471K |
| TSA Wealth Managment LLC | 0.15% | Add +40.1% | 4,893 | $467K |
| Montecito Bank & Trust | 0.08% | Reduce -1.5% | 4,829 | $461K |
| Blalock Williams, LLC | 0.36% | Add +8.8% | 4,815 | $460K |
| Guerra Pan Advisors, LLC | 0.28% | New | 4,795 | $458K |
| GM Advisory Group, LLC | 0.02% | Add +0.0% | 4,756 | $454K |
| Axis Wealth Partners, LLC | 0.24% | Reduce -2.5% | 4,754 | $454K |
| Cambiar Investors LLC | 0.02% | Add +9.9% | 4,740 | $452K |
| Principal Financial Group Inc. | 0.00% | Reduce -71.9% | 4,724 | $451K |
| NBT Bank, N.A. | 0.03% | Add +79.8% | 4,723 | $451K |
| Realta Investment Advisors | 0.16% | Add +0.0% | 4,721 | $451K |
| Financial Management Network Inc. | 0.07% | Add +124.5% | 4,707 | $449K |
| Stevens Capital Partners | 0.11% | New | 4,706 | $449K |
| DKM Wealth Management, Inc. | 0.32% | Reduce -2.6% | 4,702 | $449K |
| SouthState Bank Corp | 0.02% | Add +1.2% | 4,619 | $441K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -17.4% | 4,601 | $439K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.9% | 4,594 | $439K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.5% | 4,545 | $434K |
| UMB Bank, n.a. | 0.01% | Reduce -16.7% | 4,513 | $431K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -2.5% | 4,510 | $430K |
| BridgePort Financial Solutions, LLC | 0.12% | Reduce -44.0% | 4,445 | $424K |
| Bluedoor Private Wealth, LLC | 0.20% | Reduce -22.4% | 4,432 | $423K |
| Joel Adams & Associates, Inc. | 0.31% | Reduce -13.0% | 4,423 | $422K |
| WealthCare Investment Partners, LLC | 0.12% | Reduce -7.6% | 4,399 | $419K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -6.5% | 4,377 | $418K |
| Ashton Thomas Securities, LLC | 0.05% | New | 4,354 | $416K |
| M&T Bank Corp | 0.00% | Add +3.4% | 4,349 | $415K |
| Silverlake Wealth Management LLC | 0.09% | New | 4,329 | $413K |
| Ameriflex Group, Inc. | 0.21% | Reduce -0.6% | 4,296 | $410K |
| Second Half Financial Partners, LLC | 0.18% | Add +41.4% | 4,296 | $410K |
| Berger Financial Group, Inc | 0.02% | Add +5.2% | 4,289 | $409K |
| Signal Advisors Wealth, LLC | 0.03% | New | 4,278 | $408K |
| International Private Wealth Advisors LLC | 0.25% | Add +16.5% | 4,264 | $407K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.9% | 4,238 | $404K |
| J.E. Simmons & Co., P.C. | 0.27% | No change | 4,226 | $403K |
| Key Financial Inc | 0.07% | Add +6352.3% | 4,194 | $400K |
| Regions Financial Corp. | 0.00% | Reduce -0.2% | 4,168 | $398K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,135 | $395K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -0.3% | 4,121 | $393K |
| Wolverine Asset Management LLC | 0.02% | No change | 4,100 | $391K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +33.0% | 4,077 | $389K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -11.2% | 4,075 | $389K |
| Evolution Wealth Advisors, LLC | 0.04% | Add +0.0% | 4,032 | $385K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -24.7% | 4,017 | $383K |
| Brighton Jones LLC | 0.01% | New | 3,995 | $381K |
| HBK Sorce Advisory LLC | 0.01% | New | 3,998 | $380K |
| IMG Wealth Management, Inc. | 0.24% | New | 3,969 | $379K |
| American Financial Advisors, LLC | 0.05% | Add +0.5% | 3,952 | $377K |
| Gaddis Premier Wealth Advisors LLC | 0.28% | No change | 3,931 | $375K |
| Copia Wealth Management | 0.26% | Reduce -0.6% | 3,890 | $371K |
| Lunt Capital Management, Inc. | 0.14% | Reduce -0.5% | 3,883 | $371K |
| Advisory Alpha, LLC | 0.01% | Add +17.1% | 3,818 | $364K |
| Perennial Investment Advisors, LLC | 0.03% | Add +36.5% | 3,772 | $360K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -18.7% | 3,726 | $357K |
| Nottingham Advisors, Inc. | 0.05% | No change | 3,723 | $355K |
| Spirit of America Management Corp. | 0.07% | Reduce -13.1% | 3,719 | $355K |
| SVB Wealth LLC | 0.02% | New | 3,699 | $353K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +32.9% | 3,702 | $353K |
| Sovereign Financial Group, Inc. | 0.06% | Add +11.2% | 3,696 | $353K |
| Aurora Private Wealth, Inc. | 0.25% | No change | 3,670 | $352K |
| VVR Holdings LLC | 0.18% | Reduce -72.4% | 3,684 | $352K |
| Retirement Planning Group, LLC | 0.01% | Add +14.3% | 3,677 | $351K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 3,675 | $351K |
| Hilltop Holdings Inc. | 0.03% | Reduce -94.7% | 3,660 | $349K |
| Maia Wealth LLC | 0.06% | Reduce -33.9% | 3,650 | $348K |
| Clear Creek Financial Management, LLC | 0.03% | New | 3,630 | $346K |
| Strathmore Capital Advisors, Inc. | 0.10% | Add +0.8% | 3,595 | $344K |
| Tull Financial Group, Inc. | 0.15% | Add +0.6% | 3,569 | $341K |
| Braeburn Wealth Management LLC | 0.19% | Reduce -8.0% | 3,565 | $340K |
| GC Wealth Management RIA, LLC | 0.01% | Add +27.3% | 3,523 | $336K |
| Venturi Wealth Management, LLC | 0.02% | New | 3,520 | $336K |
| Legacy Trust | 0.06% | New | 3,500 | $334K |
| Endowment Wealth Management, Inc. | 0.15% | Add +11.5% | 3,486 | $333K |
| Lockerman Financial Group, Inc. | 0.60% | Add +7.3% | 3,484 | $333K |
| Nwam LLC | 0.02% | Add +0.0% | 3,476 | $332K |
| Hyundai Investments Co., Ltd. | 0.37% | Reduce -17.3% | 3,463 | $330K |
| Tran Capital Management, L.P. | 0.05% | No change | 3,450 | $329K |
| Allworth Financial LP | 0.00% | Add +40.2% | 3,437 | $328K |
| Pacific Financial Group Inc. | 0.18% | Add +9.8% | 3,422 | $327K |
| Hudson Capital Management LLC | 0.09% | Add +4.5% | 3,419 | $326K |
| Yoder Wealth Management, Inc. | 0.15% | Reduce -1.5% | 3,394 | $322K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,377 | $322K |
| BayBridge Capital Group, LLC | 0.20% | No change | 3,337 | $321K |
| Investment Planning Advisors, Inc. | 0.09% | Add +59.5% | 3,357 | $320K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +0.7% | 3,335 | $318K |
| Ridgewood Investments LLC | 0.13% | — | 3,335 | $318K |
| F/m Investments LLC | 0.02% | No change | 3,332 | $318K |
| WNY Asset Management, LLC | 0.03% | — | 3,324 | $317K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -37.6% | 3,318 | $317K |
| Bramshill Investments, LLC | 0.03% | Add +1.3% | 3,291 | $314K |
| Strategy Asset Managers LLC | 0.05% | Reduce -0.1% | 3,280 | $313K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.5% | 3,276 | $313K |
| WealthTrak Capital Management LLC | 0.22% | Add +11.7% | 3,250 | $310K |
| FC Advisory LLC | 0.09% | Add +8.8% | 3,249 | $310K |
| Regimen Wealth, LLC | 0.09% | Add +11.1% | 3,241 | $309K |
| Patten Group, Inc. | 0.05% | Reduce -12.3% | 3,218 | $307K |
| R. W. Roge & Company, Inc. | 0.15% | Reduce -6.6% | 3,217 | $307K |
| TCFG Wealth Management, LLC | 0.12% | Add +2.1% | 3,216 | $307K |
| TCFG Investment Advisors, LLC | 0.12% | — | 3,216 | $307K |
| KPP Advisory Services LLC | 0.04% | Add +4.5% | 3,207 | $306K |
| Northwest Financial Advisors | 0.59% | Add +5.1% | 3,204 | $306K |
| GTS Securities LLC | 0.01% | Reduce -81.4% | 3,155 | $301K |
| Nvwm, LLC | 0.07% | Reduce -93.3% | 3,141 | $300K |
| CoreCap Advisors, LLC | 0.01% | Reduce -58.9% | 3,138 | $300K |
| West Michigan Advisors, LLC | 0.06% | Add +10.9% | 3,075 | $293K |
| Founders Financial Securities LLC | 0.02% | Reduce -23.9% | 3,047 | $291K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,040 | $290K |
| Investment Advisory Group, LLC | 0.07% | Add +1.4% | 3,020 | $288K |
| Accretive Wealth Partners, LLC | 0.08% | No change | 3,000 | $286K |
| Burke & Herbert Bank & Trust Co. | 0.08% | Add +41.1% | 2,987 | $285K |
| Mittelman Wealth Management | 0.18% | New | 2,978 | $284K |
| Old National Bancorp | 0.00% | Add +2.1% | 2,941 | $281K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -2.8% | 2,933 | $280K |
| Associated Banc-Corp | 0.01% | Add +3.0% | 2,933 | $280K |
| 4J Wealth Management LLC | 0.16% | Reduce -3.8% | 2,932 | $280K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 2,909 | $278K |
| Detalus Advisors, LLC | 0.06% | Add +16.0% | 2,890 | $276K |
| Stirlingshire Investments, Inc. | 0.24% | Reduce -0.1% | 2,883 | $275K |
| Triumph Capital Management | 0.06% | Reduce -26.4% | 2,880 | $275K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,817 | $269K |
| Rathbones Group PLC | 0.00% | No change | 2,797 | $267K |
| Stelac Advisory Services LLC | 0.05% | New | 2,790 | $266K |
| VectorGlobal IAG, Inc. | 0.07% | — | 2,783 | $266K |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 2,760 | $263K |
| Pinkerton Wealth, LLC | 0.02% | Add +18.7% | 2,738 | $263K |
| M.E. Allison & Co., Inc. | 0.17% | Add +0.1% | 2,750 | $262K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -0.7% | 2,729 | $260K |
| Catalyst Private Wealth, LLC | 0.14% | Reduce -0.7% | 2,722 | $260K |
| Forbes J M & Co. LLP | 0.02% | Reduce -1.0% | 2,704 | $258K |
| Marex Group Ltd | 0.00% | New | 2,700 | $258K |
| Carrera Capital Advisors | 0.04% | Reduce -37.8% | 2,674 | $255K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +14.2% | 2,672 | $255K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,659 | $254K |
| Moneco Advisors, LLC | 0.02% | Reduce -11.3% | 2,658 | $254K |
| Syon Capital LLC | 0.01% | Add +10.3% | 2,625 | $251K |
| TD Asset Management Inc | 0.00% | New | 2,621 | $250K |
| Inspire Advisors, LLC | 0.02% | New | 2,615 | $250K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.11% | Reduce -63.7% | 2,589 | $247K |
| Elevation Advisory Partners LLC | 0.23% | — | 2,556 | $245K |
| Welch & Forbes LLC | 0.00% | No change | 2,551 | $243K |
| Pasadena Private Wealth, LLC | 0.03% | Add +11.4% | 2,546 | $243K |
| Balboa Wealth Partners | 0.04% | Add +6.1% | 2,527 | $241K |
| Continuum Advisory, LLC | 0.02% | Reduce -54.9% | 2,502 | $239K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 2,500 | $239K |
| Indivisible Partners | 0.02% | Add +11.2% | 2,500 | $239K |
| SFE Investment Counsel | 0.04% | Reduce -25.6% | 2,499 | $238K |
| Plimoth Trust Co. LLC | 0.05% | No change | 2,490 | $238K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 2,476 | $236K |
| Chapman Financial Group, LLC | 0.17% | Reduce -3.9% | 2,470 | $236K |
| Diligent Investors, LLC | 0.06% | Add +0.3% | 2,451 | $234K |
| Landing Point Financial Group, LLC | 0.11% | New | 2,445 | $233K |
| Rede Wealth, LLC | 0.08% | Reduce -0.3% | 2,442 | $233K |
| Sound Income Strategies, LLC | 0.01% | Add +80.2% | 2,436 | $232K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -4.7% | 2,377 | $227K |
| Bar Harbor Wealth Management | 0.01% | New | 2,357 | $225K |
| Facet Wealth, Inc. | 0.00% | Reduce -1.4% | 2,356 | $225K |
| Genesis Wealth Advisors, LLC | 0.15% | No change | 2,353 | $225K |
| Phillips Wealth Planners LLC | 0.17% | Add +7.3% | 2,365 | $224K |
| Mirabaud & Cie SA | 0.09% | Reduce -92.8% | 2,325 | $222K |
| TopTier Wealth Management, LLC | 0.14% | Add +0.4% | 2,314 | $221K |
| Jacobi Capital Management LLC | 0.01% | No change | 2,303 | $220K |
| Moller Wealth Partners | 0.04% | Add +0.1% | 2,275 | $217K |
| Accelerate Investment Advisors LLC | 0.14% | Reduce -0.1% | 2,257 | $215K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $215K |
| BankPlus Wealth Management LLC | 0.11% | Add +0.6% | 2,237 | $213K |
| Glenview Trust Co | 0.00% | No change | 2,234 | $213K |
| Vanguard Capital Wealth Advisors | 0.20% | Reduce -50.3% | 2,231 | $213K |
| Bigelow Investment Advisors, LLC | 0.09% | Reduce -4.0% | 2,230 | $213K |
| Westside Investment Management, Inc. | 0.03% | Reduce -27.6% | 2,221 | $212K |
| Busey Bank | 0.01% | No change | 2,214 | $211K |
| Dover Advisors, LLC | 0.09% | No change | 2,199 | $210K |
| Visionary Horizons, LLC | 0.10% | New | 2,187 | $209K |
| BDFS Capital LLC | 0.10% | Add +0.1% | 2,180 | $208K |
| Integrated Investment Consultants, LLC | 0.04% | No change | 2,157 | $206K |
| JCIC Asset Management Inc. | 0.06% | No change | 2,145 | $205K |
| Boyce & Associates Wealth Consulting, Inc. | 0.15% | Add +0.1% | 2,133 | $204K |
| Huntleigh Advisors, Inc. | 0.03% | New | 2,132 | $203K |
| Meadowbrook Wealth Management, LLC | 0.27% | New | 2,125 | $203K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -18.3% | 2,113 | $202K |
| Gradient Investments LLC | 0.00% | Reduce -1.8% | 2,108 | $201K |
| Bayban | 0.17% | No change | 2,100 | $200K |
| Prudential PLC | 0.00% | Reduce -93.6% | 2,100 | $200K |
| RDA Financial Network | 0.05% | New | 2,098 | $200K |
| Caldwell Sutter Capital, Inc. | 0.08% | Reduce -2.8% | 2,029 | $194K |
| Portfolio Resources Advisor Group, Inc. | 0.19% | Add +22.9% | 2,010 | $192K |
| Noble Wealth Management PBC | 0.10% | Reduce -24.2% | 1,982 | $189K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -42.2% | 1,898 | $181K |
| Centennial Bank | 0.06% | Reduce -49.4% | 1,896 | $181K |
| Covestor Ltd | 0.12% | Add +326.9% | 1,891 | $180K |
| Forum Finance Group S.A. | 0.09% | — | 2,225 | $169K |
| Evolution Wealth Management Inc. | 0.12% | Reduce -1.1% | 1,730 | $165K |
| Dogwood Wealth Management LLC | 0.07% | Add +241.0% | 1,722 | $164K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,707 | $163K |
| MCF Advisors LLC | 0.01% | Reduce -13.9% | 1,654 | $158K |
| Hollencrest Capital Management | 0.01% | Reduce -14.6% | 1,611 | $154K |
| Centaurus Financial, Inc. | 0.01% | Add +2.1% | 1,607 | $153K |
| Larson Financial Group LLC | 0.00% | Reduce -14.6% | 1,581 | $151K |
| Mechanics Financial Corp | 0.06% | No change | 1,510 | $144K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,490 | $142K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,474 | $141K |
| Ballast Advisors LLC | 0.04% | Add +1.8% | 1,450 | $138K |
| St Germain D J Co. Inc. | 0.01% | Add +2.3% | 1,444 | $138K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,437 | $137K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,437 | $137K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -2.3% | 1,347 | $129K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,286 | $123K |
| Highline Wealth Partners LLC | 0.03% | Add +8.1% | 1,285 | $123K |
| Howe & Rusling Inc. | 0.01% | Reduce -70.7% | 1,283 | $122K |
| Owl Creek Wealth Partners LLC | 0.04% | — | 1,220 | $116K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 1,216 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -81.4% | 1,211 | $116K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -54.7% | 1,199 | $114K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +205.1% | 1,132 | $108K |
| Mosley Wealth Management | 0.05% | New | 1,042 | $101K |
| Vision Retirement, LLC | 0.03% | Reduce -34.0% | 1,052 | $100K |
| Finley Financial, LLC | 0.05% | No change | 1,050 | $100K |
| CVA Family Office, LLC | 0.01% | Add +1360.6% | 1,037 | $99K |
| Bfsg, LLC | 0.01% | No change | 1,032 | $98K |
| Webster Bank, N. A. | 0.01% | No change | 1,013 | $97K |
| Signature Equity Partners, LLC | 0.05% | Add +8.7% | 999 | $95K |
| Opal Wealth Advisors, LLC | 0.02% | New | 945 | $90K |
| Rice Partnership, LLC | 0.01% | Add +189.8% | 942 | $90K |
| Van Eck Associates Corp. | 0.00% | Add +2.4% | 906 | $86K |
| Alerus Financial NA | 0.00% | Reduce -3.9% | 886 | $85K |
| Nemes Rush Group LLC | 0.01% | Add +0.5% | 874 | $83K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +4.7% | 848 | $81K |
| Graney & King, LLC | 0.04% | Add +0.6% | 797 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 788 | $75K |
| Pflug Koory, LLC | 0.03% | No change | 761 | $73K |
| BankChampaign, National Association | 0.07% | Reduce -85.8% | 758 | $72K |
| Arax Advisory Partners | 0.00% | Add +59.9% | 750 | $72K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.6% | 719 | $69K |
| Southern Michigan Bank & Trust | 0.03% | — | 707 | $67K |
| Piscataqua Savings Bank | 0.05% | No change | 706 | $67K |
| GHP Investment Advisors, Inc. | 0.00% | New | 688 | $66K |
| Colonial Trust Co / SC | 0.01% | Reduce -8.0% | 656 | $63K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +9.7% | 646 | $62K |
| Johnson Financial Group, Inc. | 0.00% | New | 591 | $56K |
| Crewe Advisors LLC | 0.00% | No change | 570 | $54K |
| PFS Partners, LLC | 0.02% | No change | 567 | $54K |
| Bokf, NA | 0.00% | No change | 565 | $54K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 562 | $54K |
| Asset Dedication, LLC | 0.00% | Add +86.9% | 555 | $53K |
| POM Investment Strategies, LLC | 0.06% | Add +3800.0% | 546 | $52K |
| Powell Investment Advisors, LLC | 0.02% | No change | 501 | $48K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 499 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Add +67.3% | 460 | $44K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $44K |
| Lavaca Capital LLC | 0.01% | Add +0.7% | 457 | $44K |
| Aventura Private Wealth, LLC | 0.02% | No change | 457 | $44K |
| CX Institutional | 0.00% | Reduce -70.3% | 451 | $43K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.5% | 446 | $42K |
| Princeton Global Asset Management LLC | 0.01% | No change | 436 | $42K |
| GAMMA Investing LLC | 0.00% | Add +1645.8% | 419 | $40K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -12.6% | 415 | $40K |
| Fairscale Capital, LLC | 0.03% | No change | 409 | $39K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +2.3% | 400 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 400 | $38K |
| Founders Financial Alliance, LLC | 0.01% | New | 388 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -35.1% | 382 | $36K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 382 | $36K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +43.5% | 353 | $34K |
| Rothschild Investment LLC | 0.00% | Add +1.4% | 349 | $33K |
| Navigoe, LLC | 0.02% | New | 346 | $33K |
| Red Reef Advisors LLC | 0.03% | No change | 337 | $32K |
| Cornerstone Planning Group LLC | 0.00% | Add +44.3% | 339 | $32K |
| BankPlus Trust Department | 0.01% | No change | 335 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 334 | $32K |
| Horizon Investments, LLC | 0.00% | Add +209.3% | 334 | $32K |
| Capital Investment Counsel, Inc | 0.00% | No change | 325 | $31K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 318 | $30K |
| Rakuten Securities, Inc. | 0.01% | Add +194.2% | 303 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 301 | $29K |
| WFA of San Diego, LLC | 0.02% | No change | 300 | $29K |
| Vanguard Advisers Inc. | 0.00% | — | 298 | $28K |
| Windsor Advisory Group, LLC | 0.02% | New | 280 | $27K |
| Coastline Trust Co | 0.00% | No change | 265 | $25K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.4% | 262 | $25K |
| Rossby Financial, LCC | 0.01% | Reduce -90.3% | 258 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $24K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -5.0% | 246 | $23K |
| West Branch Capital LLC | 0.01% | Add +4.3% | 242 | $23K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -86.0% | 242 | $23K |
| Nova Wealth Management, Inc. | 0.01% | New | 241 | $23K |
| Park Place Capital Corp | 0.00% | Reduce -30.7% | 239 | $23K |
| Sunbelt Securities, Inc. | 0.00% | Add +78.8% | 236 | $23K |
| Versant Capital Management, Inc | 0.00% | No change | 223 | $21K |
| Strengthening Families & Communities, LLC | 0.01% | New | 218 | $21K |
| Coston, McIsaac & Partners | 0.00% | No change | 210 | $20K |
| Tsfg, LLC | 0.00% | Reduce -14.2% | 194 | $19K |
| Register Financial Advisors LLC | 0.01% | No change | 197 | $19K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -75.8% | 196 | $19K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -73.2% | 188 | $18K |
| Bangor Savings Bank | 0.00% | Reduce -1.6% | 185 | $18K |
| Trust Co | 0.00% | Add +0.6% | 181 | $17K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 172 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 169 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +720.0% | 164 | $16K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 163 | $16K |
| Hickory Point Bank & Trust | 0.01% | New | 161 | $15K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 141 | $13K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 126 | $12K |
| Avion Wealth | 0.00% | No change | 131 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 117 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 113 | $11K |
| Signaturefd, LLC | 0.00% | Add +73.4% | 111 | $11K |
| First Command Advisory Services, Inc. | 0.00% | No change | 108 | $10K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 107 | $10K |
| Country Trust Bank | 0.00% | No change | 105 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 99 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| JPL Wealth Management, LLC | 0.00% | New | 93 | $9K |
| CENTRAL TRUST Co | 0.00% | Reduce -54.7% | 92 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 91 | $9K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -11.1% | 88 | $8K |
| Tucker Asset Management LLC | 0.00% | Reduce -72.4% | 87 | $8K |
| Kiker Wealth Management, LLC | 0.00% | New | 86 | $8K |
| Chilton Capital Management LLC | 0.00% | No change | 86 | $8K |
| Richardson Financial Services Inc. | 0.01% | Reduce -27.4% | 85 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Key Capital Management, INC | 0.01% | Reduce -38.1% | 83 | $8K |
| Costello Asset Management, INC | 0.00% | No change | 76 | $7K |
| Advisortrust Partners, LLC | 0.00% | New | 72 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +22.0% | 72 | $7K |
| Portus Wealth Advisors, LLC | 0.01% | New | 69 | $7K |
| Napier Financial, LLC | 0.00% | New | 67 | $6K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 66 | $6K |
| Axiom Investment Management LLC | 0.00% | — | 65 | $6K |
| Networth Advisors, LLC | 0.00% | Reduce -28.6% | 65 | $6K |
| Balentine LLC | 0.00% | No change | 65 | $6K |
| Community Bank, N.A. | 0.00% | No change | 65 | $6K |
| Philadelphia Investment Partners, LLC | 0.00% | — | 64 | $6K |
| Root Financial Partners, LLC | 0.00% | No change | 64 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -31.1% | 62 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 56 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 54 | $5K |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 53 | $5K |
| Strive Financial Group ,LLC | 0.00% | New | 53 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | Add +24.4% | 51 | $5K |
| NWK Group, Inc. | 0.00% | No change | 45 | $4K |
| Motco | 0.00% | No change | 44 | $4K |
| Reicon Wealth Advisors, LLC | 0.00% | No change | 43 | $4K |
| Vanguard National Trust Co | 0.00% | — | 43 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 41 | $4K |
| Investors Research Corp | 0.00% | Reduce -59.4% | 41 | $4K |
| SHP Wealth Management | 0.00% | New | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Birchbrook, Inc. | 0.00% | New | 37 | $4K |
| Imprint Wealth LLC | 0.02% | No change | 37 | $4K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 33 | $3K |
| Anchor Investment Management, LLC | 0.00% | New | 25 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -60.0% | 20 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -78.6% | 15 | $1K |
| Darwin Wealth Management, LLC | 0.00% | Add +7.7% | 14 | $1K |
| Addison Advisors LLC | 0.00% | Reduce -85.4% | 14 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $1K |
| NFSG Corp | 0.00% | No change | 12 | $1K |
| Smithfield Trust Co | 0.00% | No change | 12 | $1K |
| First Pacific Financial | 0.00% | No change | 10 | $964 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -89.6% | 10 | $954 |
| Dunhill Financial, LLC | 0.00% | New | 7 | $668 |
| Sankala Group LLC | 0.00% | No change | 6 | $590 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 6 | $573 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $494 |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 5 | $488 |
| Mascoma Wealth Management LLC | 0.00% | New | 5 | $477 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $477 |
| Destiny Wealth Partners, LLC | 0.00% | New | 4 | $382 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $287 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $78 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1 | $68 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $64 |
| GW&K Investment Management, LLC | 0.00% | New | 4 | $0 |
"% 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.