iShares Expanded Tech-SoftwaIGVETF
13F holders, Q1 2025 (March 31)629holders +7
81new positions
68sold out
5famous investors
$87.43avg. 13F price*
At the end of Q1 2025, 629 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 7 from Q4 2024. 81 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($604.3M), Morgan Stanley ($374.4M) and Envestnet Asset Management Inc. ($251.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $112.1M |
| Exits | 68 | $140.6M |
All 13F filers, Q4 2024 → Q1 2025: 21,508,731 shares bought and 6,203,459 shares sold, net +15,305,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 629 holders
| Bank of America Corp. | 0.05% | Add +67.7% | 6,791,047 | $604.3M |
| Morgan Stanley | 0.03% | Add +8.1% | 4,206,688 | $374.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +134.4% | 2,823,008 | $251.2M |
| Clal Insurance Enterprises Holdings Ltd | 2.56% | Add +32.0% | 2,781,000 | $247.5M |
| UBS Group AG | 0.05% | Reduce -3.6% | 2,714,949 | $241.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +56.7% | 2,626,389 | $233.7M |
| Varma Mutual Pension Insurance Co | 1.90% | Add +144.3% | 2,482,227 | $220.9M |
| Migdal Insurance & Financial Holdings Ltd. | 3.09% | Reduce -12.1% | 2,474,572 | $220.2M |
| Raymond James Financial Inc. | 0.08% | Add +120.9% | 2,273,471 | $202.3M |
| Menora Mivtachim Holdings LTD. | 1.29% | Reduce -13.6% | 2,235,301 | $198.9M |
| JPMorgan Chase & Co. | 0.02% | Add +19.4% | 2,233,017 | $198.7M |
| LPL Financial LLC | 0.07% | Add +35.0% | 2,071,246 | $184.3M |
| Janney Montgomery Scott LLC | 0.43% | Add +176.2% | 1,702,248 | $151.5M |
| Truist Financial Corp. | 0.24% | Add +195.0% | 1,694,994 | $150.8M |
| Main Management ETF Advisors, LLC | 7.15% | Reduce -3.5% | 1,652,970 | $147.1M |
| Harel Insurance Investments & Financial Services Ltd. | 1.80% | Add +16001.9% | 1,549,000 | $137.8M |
| BNP Paribas Financial Markets | 0.11% | Reduce -58.0% | 1,531,994 | $136.3M |
| Wells Fargo & Company | 0.03% | Add +16.7% | 1,399,187 | $124.5M |
| Phoenix Financial Ltd. | 1.84% | Add +0.1% | 1,349,414 | $120.1M |
| Citigroup Inc. | 0.09% | Add +321.4% | 1,318,048 | $117.3M |
| WestEnd Advisors, LLC | 3.10% | Add +153.4% | 1,311,777 | $116.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.23% | Reduce -4.2% | 1,150,000 | $102.3M |
| Fisher Asset Management | 0.04% | Reduce -16.4% | 912,608 | $81.2M |
| Royal Bank of Canada | 0.02% | Add +11.1% | 755,328 | $67.2M |
| Franklin Resources Inc. | 0.02% | Add +0.0% | 605,043 | $53.8M |
| Ameriprise Financial Inc. | 0.01% | Add +26.4% | 589,833 | $52.4M |
| Nan Shan Life Insurance Co., Ltd. | 1.22% | Add +90.6% | 582,423 | $51.8M |
| Victory Capital Management Inc. | 0.05% | Add +200.4% | 519,227 | $46.2M |
| Foundations Investment Advisors, LLC | 0.85% | Add +4062.4% | 518,849 | $46.2M |
| HighTower Advisors, LLC | 0.06% | Add +8.9% | 485,726 | $43.2M |
| Stifel Financial Corp. | 0.05% | Add +16.5% | 478,169 | $42.6M |
| Main Management LLC | 3.40% | Reduce -8.6% | 434,599 | $38.7M |
| SP Asset Management LLC | 3.20% | Reduce -0.1% | 407,458 | $36.3M |
| Barclays PLC | 0.02% | Add +102.4% | 400,510 | $35.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.0% | 350,290 | $31.2M |
| Squarepoint Ops LLC | 0.08% | Add +922.5% | 347,964 | $31.0M |
| Northeast Financial Consultants Inc | 1.28% | Reduce -1.7% | 324,005 | $28.8M |
| Citadel Advisors | 0.03% | Add +155.6% | 318,569 | $28.3M |
| Wellspring Financial Advisors, LLC | 2.83% | Reduce -0.5% | 1,611,975 | $25.4M |
| MML Investors Services, LLC | 0.08% | Reduce -21.5% | 285,295 | $25.4M |
| Barings LLC | 0.61% | Add +83.4% | 271,138 | $24.1M |
| Cetera Investment Advisers | 0.05% | Reduce -5.3% | 269,678 | $24.0M |
| Equitable Holdings, Inc. | 0.21% | Add +811.8% | 248,055 | $22.1M |
| SPC Financial, Inc. | 1.89% | Add +28.4% | 241,292 | $21.5M |
| Corient Private Wealth LP | 0.03% | Add +104.0% | 234,924 | $20.9M |
| Susquehanna International Group, LLP | 0.03% | Add +107.7% | 228,717 | $20.4M |
| Federation des caisses Desjardins du Quebec | 0.10% | Add +3.9% | 222,239 | $19.8M |
| Assetmark, Inc. | 0.05% | Add +198.6% | 201,452 | $17.9M |
| Crestwood Advisors Group, LLC | 0.32% | Reduce -2.0% | 189,635 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 174,544 | $15.5M |
| D. E. Shaw & Co. | 0.02% | Add +21.5% | 170,070 | $15.1M |
| Venture Visionary Partners LLC | 0.63% | Reduce -0.2% | 169,374 | $15.1M |
| Mariner, LLC | 0.02% | Add +19.4% | 168,222 | $15.0M |
| Sanctuary Advisors, LLC | 0.10% | Add +35.0% | 166,951 | $14.9M |
| Cwm, LLC | 0.06% | Reduce -0.3% | 160,525 | $14.3M |
| Noesis Capital Mangement Corp. | 2.72% | Add +1.1% | 153,660 | $13.7M |
| Jane Street Group, LLC | 0.02% | Add +455.1% | 143,360 | $12.8M |
| Anfield Capital Management, LLC | 4.62% | New | 140,562 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -26.5% | 137,774 | $12.3M |
| Balyasny Asset Management L.P. | 0.03% | Add +266.4% | 136,119 | $12.1M |
| Fiduciary Trust Co | 0.16% | Reduce -0.9% | 135,579 | $12.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +65.2% | 131,120 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.9% | 113,344 | $10.1M |
| Advisory Services Network, LLC | 0.19% | Add +10.3% | 111,828 | $10.0M |
| Baker Avenue Asset Management, LP | 0.30% | Add +1.0% | 108,864 | $9.7M |
| Chicago Wealth Management, Inc. | 4.97% | Add +0.7% | 106,492 | $9.5M |
| Gemmer Asset Management LLC | 0.92% | Reduce -7.9% | 103,242 | $9.2M |
| Lido Advisors, LLC | 0.05% | Add +3.9% | 101,008 | $9.0M |
| Prospera Financial Services Inc | 0.20% | Reduce -1.6% | 99,796 | $8.9M |
| Black Swift Group, LLC | 2.01% | Add +30.1% | 99,725 | $8.9M |
| Waverly Advisors, LLC | 0.11% | Add +1506.2% | 99,292 | $8.8M |
| IronBridge Private Wealth, LLC | 3.48% | New | 99,174 | $8.8M |
| Bank Hapoalim BM | 1.32% | Reduce -6.6% | 98,575 | $8.8M |
| NewEdge Advisors, LLC | 0.05% | Add +4.9% | 98,311 | $8.7M |
| Legacy Edge Advisors, LLC | 1.34% | Reduce -3.0% | 96,646 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.6% | 95,500 | $8.5M |
| Captrust Financial Advisors | 0.02% | Reduce -0.7% | 93,319 | $8.3M |
| Principle Wealth Partners LLC | 0.59% | Reduce -0.8% | 92,111 | $8.2M |
| Altus Wealth Management, LLC | 3.76% | Reduce -3.8% | 90,128 | $8.0M |
| KADENSA CAPITAL Ltd | 0.99% | Add +3555.8% | 89,714 | $8.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.5% | 89,659 | $8.0M |
| D.A. Davidson & Co. | 0.06% | Add +3.1% | 88,961 | $7.9M |
| Valence8 US LP | 3.66% | Add +12.6% | 87,696 | $7.8M |
| Silverleafe Capital Partners, LLC | 2.62% | Add +5.0% | 85,744 | $7.6M |
| Prudential PLC | 0.04% | Add +107.3% | 84,999 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.4% | 83,180 | $7.4M |
| Royal Fund Management, LLC | 0.85% | New | 80,488 | $7.2M |
| J. Goldman & Co LP | 0.25% | Add +221.8% | 80,449 | $7.2M |
| Quantitative Investment Management, LLC | 0.65% | Add +50.8% | 79,234 | $7.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.13% | Reduce -86.2% | 77,707 | $6.9M |
| MinichMacGregor Wealth Management, LLC | 1.52% | Reduce -31.1% | 76,127 | $6.8M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Reduce -4.8% | 74,379 | $6.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +92.5% | 72,317 | $6.4M |
| Advisor Resource Council | 0.52% | New | 73,551 | $6.4M |
| DAVENPORT & Co LLC | 0.04% | Add +107.9% | 71,832 | $6.4M |
| Moore Capital Management, LP | 0.25% | New | 71,167 | $6.3M |
| Atria Investments, Inc | 0.08% | Add +138.0% | 71,087 | $6.3M |
| Tower Research Capital LLC (TRC) | 0.19% | Add +207.2% | 70,928 | $6.3M |
| Lowe Brockenbrough & Co. Inc. | 0.41% | Add +0.2% | 70,045 | $6.2M |
| Chicago Partners Investment Group LLC | 0.21% | Add +94.7% | 62,539 | $6.2M |
| Wolverine Trading, LLC | 0.19% | Add +3.5% | 68,380 | $6.1M |
| Seven Springs Wealth Group, LLC | 2.23% | Add +22.4% | 68,827 | $6.1M |
| Kwmg, LLC | 0.61% | Add +0.7% | 67,801 | $6.0M |
| Mathes Company, Inc. | 2.42% | Reduce -4.1% | 66,325 | $5.9M |
| Wellington Management Group LLP | 0.00% | New | 65,895 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +111.7% | 63,372 | $5.6M |
| SFI Advisors, LLC | 4.14% | Reduce -0.9% | 62,960 | $5.6M |
| Well Done, LLC | 0.99% | Add +1.8% | 54,332 | $5.4M |
| Jmac Enterprises LLC | 1.19% | Add +2.5% | 56,406 | $5.0M |
| Tudor Investment Corporation | 0.04% | Add +876.2% | 56,178 | $5.0M |
| Spire Wealth Management | 0.16% | Add +1419.9% | 55,553 | $4.9M |
| Silver Coast Investments LLC | 1.86% | Add +12.9% | 55,088 | $4.9M |
| Sfmg, LLC | 0.38% | Reduce -6.7% | 54,141 | $4.8M |
| Harrell Investment Partners, LLC | 1.41% | Add +91.2% | 53,565 | $4.8M |
| KKM Financial LLC | 1.93% | Reduce -1.3% | 49,246 | $4.6M |
| Bawa N Mallick Trust | 2.15% | No change | 51,001 | $4.5M |
| Holderness Investments Co. | 1.03% | Reduce -0.3% | 49,554 | $4.4M |
| Cadent Capital Advisors, LLC | 1.67% | Reduce -8.1% | 49,524 | $4.4M |
| CHURCHILL MANAGEMENT Corp | 0.06% | Reduce -79.2% | 49,220 | $4.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -16.9% | 49,008 | $4.4M |
| Patten & Patten Inc. | 0.29% | New | 48,905 | $4.4M |
| GTS Securities LLC | 0.19% | Reduce -25.0% | 48,819 | $4.3M |
| HRT Financial LP | 0.03% | New | 48,016 | $4.3M |
| Twin Tree Management, LP | 0.09% | Add +1813.0% | 47,175 | $4.2M |
| Quantbot Technologies LP | 0.13% | Add +22.8% | 45,386 | $4.0M |
| Bienville Capital Management, LLC | 0.98% | Add +1.3% | 45,262 | $4.0M |
| Cottonwood Capital Advisors, LLC | 2.91% | Add +5.8% | 44,435 | $4.0M |
| Sigma Planning Corp | 0.12% | Reduce -7.1% | 43,998 | $3.9M |
| FMR LLC | 0.00% | Add +0.3% | 43,898 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +5.8% | 43,348 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Add +45.4% | 43,707 | $3.9M |
| StoneCrest Wealth Management, Inc. | 2.40% | Add +2.8% | 42,480 | $3.8M |
| Pursue Wealth Partners LLC | 2.29% | Reduce -11.8% | 42,355 | $3.8M |
| Valley Wealth Managers, Inc. | 0.28% | Reduce -14.5% | 41,534 | $3.7M |
| Atom Investors LP | 0.45% | Add +84.5% | 40,713 | $3.6M |
| Element Capital Management LLC | 0.88% | New | 40,000 | $3.6M |
| National Philanthropic Trust | 0.06% | Reduce -0.3% | 39,580 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -20.7% | 38,448 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +111.4% | 38,294 | $3.4M |
| Creative Planning | 0.00% | Add +5.2% | 38,268 | $3.4M |
| Rockingstone Advisors LLC | 1.42% | Add +0.4% | 35,456 | $3.2M |
| Csenge Advisory Group | 0.18% | Add +9.3% | 36,033 | $3.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +7.2% | 34,200 | $3.0M |
| Tudor Financial Inc. | 1.82% | Add +0.3% | 34,150 | $3.0M |
| Riggs Asset Managment Co. Inc. | 0.86% | Reduce -9.4% | 34,003 | $3.0M |
| Savoie Capital LLC | 0.36% | No change | 30,205 | $3.0M |
| Quattro Financial Advisors LLC | 1.03% | No change | 33,866 | $3.0M |
| AdvisorNet Financial, Inc | 0.22% | New | 33,650 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +181.9% | 33,623 | $3.0M |
| Castle Rock Wealth Management, LLC | 0.79% | New | 32,622 | $2.9M |
| Terra Nova Asset Management LLC | 2.29% | Add +0.1% | 32,731 | $2.9M |
| Vicus Capital | 0.27% | Add +7.0% | 32,125 | $2.9M |
| Grandview Asset Management LLC | 1.09% | Add +48.7% | 32,110 | $2.9M |
| Sowell Financial Services LLC | 0.13% | Add +41.6% | 31,955 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | New | 31,700 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +27.3% | 31,326 | $2.8M |
| IFG Advisory, LLC | 0.16% | Add +3.3% | 31,650 | $2.8M |
| SummitTX Capital, L.P. | 0.12% | — | 30,959 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +1.5% | 30,795 | $2.7M |
| Peak Financial Advisors LLC | 1.39% | New | 30,658 | $2.7M |
| Norris Financial Group, LLC | 1.27% | Add +16.5% | 30,493 | $2.7M |
| IMC-Chicago, LLC | 0.10% | New | 30,164 | $2.7M |
| Yong Rong (HK) Asset Management Ltd | 0.62% | New | 30,000 | $2.7M |
| BW Gestao de Investimentos Ltda. | 0.30% | New | 30,000 | $2.7M |
| Comerica Bank | 0.01% | Add +81.8% | 29,810 | $2.7M |
| HSBC Holdings PLC | 0.00% | Add +197.3% | 29,732 | $2.6M |
| Stone Summit Wealth LLC | 0.89% | Reduce -4.0% | 29,511 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -12.6% | 29,366 | $2.6M |
| Financial Advocates Investment Management | 0.18% | Add +29.1% | 29,277 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -5.7% | 28,605 | $2.5M |
| Curio Wealth, LLC | 1.30% | Reduce -99.9% | 19 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -4.5% | 27,332 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +126.5% | 27,259 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Add +222.3% | 27,147 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +0.4% | 27,005 | $2.4M |
| Good Life Advisors, LLC | 0.17% | New | 26,642 | $2.4M |
| Arlington Capital Management, Inc. | 1.79% | Reduce -40.6% | 26,577 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -26.7% | 26,314 | $2.3M |
| Coppell Advisory Solutions LLC | 0.32% | Add +3316.4% | 40,143 | $2.3M |
| Deltec Asset Management LLC | 0.49% | Add +38.9% | 25,700 | $2.3M |
| MGB Wealth Management, LLC | 0.82% | Add +5.4% | 25,558 | $2.3M |
| Strategic Blueprint, LLC | 0.12% | Reduce -34.2% | 25,485 | $2.3M |
| Guerra Pan Advisors, LLC | 1.77% | Add +0.2% | 25,334 | $2.3M |
| Massachusetts Wealth Management | 1.53% | New | 25,090 | $2.2M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.52% | No change | 25,000 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.2% | 24,684 | $2.2M |
| National Bank of Canada | 0.00% | Add +11.9% | 23,461 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.4% | 23,258 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Reduce -25.0% | 22,993 | $2.0M |
| Great Diamond Partners, LLC | 0.55% | Add +1.4% | 22,493 | $2.0M |
| Horizon Investments, LLC | 0.06% | Reduce -13.9% | 21,559 | $1.9M |
| Provenance Wealth Advisors, LLC | 0.27% | Add +22.3% | 21,362 | $1.9M |
| Caliber Wealth Management, LLC / KS | 0.26% | — | 21,123 | $1.9M |
| Valley National Advisers Inc. | 0.34% | Add +3890.7% | 20,951 | $1.9M |
| Guardian Asset Advisors, LLC | 1.21% | Add +6.8% | 20,883 | $1.9M |
| Leuthold Group, LLC | 0.23% | New | 20,290 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +1.7% | 20,171 | $1.8M |
| Ibex Wealth Advisors | 0.24% | Add +579.5% | 20,025 | $1.8M |
| Liberty Square Wealth Partners LLC | 0.67% | Add +2.6% | 19,875 | $1.8M |
| Sharper & Granite LLC | 0.72% | Reduce -5.8% | 19,710 | $1.8M |
| Lindbrook Capital, LLC | 0.16% | Add +0.9% | 19,673 | $1.8M |
| Symmetry Investments LP | 0.16% | Reduce -78.4% | 19,650 | $1.7M |
| Future Financial Wealth Managment LLC | 1.27% | New | 19,502 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | Reduce -1.7% | 18,888 | $1.7M |
| Patten Group, Inc. | 0.38% | Reduce -0.9% | 18,786 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -52.2% | 18,745 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.8% | 18,713 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +6.0% | 18,688 | $1.7M |
| Composition Wealth, LLC | 0.03% | Add +80.3% | 18,640 | $1.7M |
| Personal Cfo Solutions, LLC | 0.33% | Add +10.4% | 18,343 | $1.6M |
| Nikulski Financial, Inc. | 0.47% | Reduce -0.3% | 17,472 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +42.7% | 17,463 | $1.6M |
| Montis Financial, LLC | 0.44% | Reduce -13.3% | 16,966 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 16,800 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 16,740 | $1.5M |
| Clarius Group, LLC | 0.09% | Add +17.4% | 16,733 | $1.5M |
| MMBG Investment Advisors Co. | 0.17% | New | 16,400 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +169.1% | 16,194 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +169.1% | 16,194 | $1.4M |
| Empirical Asset Management, LLC | 0.49% | Add +0.1% | 16,019 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Add +340.6% | 15,998 | $1.4M |
| Condor Capital Management | 0.13% | New | 15,989 | $1.4M |
| Money Concepts Capital Corp. | 0.11% | Add +3.6% | 15,988 | $1.4M |
| Arkansas Financial Group, Inc. | 0.25% | Add +0.5% | 16,403 | $1.4M |
| GPS Wealth Strategies Group, LLC | 0.19% | Reduce -18.0% | 15,784 | $1.4M |
| NTV Asset Management LLC | 0.19% | Add +18.5% | 15,688 | $1.4M |
| Jefferies Financial Group Inc. | 0.03% | Add +73.3% | 15,687 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.2% | 15,532 | $1.4M |
| IAM Advisory, LLC | 0.36% | Add +3.5% | 15,418 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -44.7% | 15,109 | $1.3M |
| Proficio Capital Partners LLC | 0.10% | Add +88.1% | 14,999 | $1.3M |
| Cascade Wealth Advisors, Inc | 0.92% | Reduce -13.6% | 14,975 | $1.3M |
| Harmony Asset Management LLC | 0.55% | Add +2.9% | 14,664 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +7.4% | 14,595 | $1.3M |
| Blue Fin Capital, Inc. | 0.25% | Add +1.6% | 14,464 | $1.3M |
| Carnegie Investment Counsel | 0.03% | Add +37.3% | 15,836 | $1.3M |
| PEAK6 LLC | 0.05% | New | 14,416 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +31.2% | 14,265 | $1.3M |
| United Community Bank | 0.47% | No change | 14,247 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -23.0% | 13,544 | $1.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.42% | Reduce -7.1% | 14,177 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.67% | Add +0.4% | 14,019 | $1.2M |
| Members Advisory Group LLC | 0.52% | New | 13,917 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 13,728 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +127.5% | 13,685 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | No change | 13,405 | $1.2M |
| Citizens National Bank Trust Department | 0.25% | Reduce -0.5% | 13,243 | $1.2M |
| Apeiron RIA LLC | 0.36% | Reduce -15.3% | 13,219 | $1.2M |
| Paragon Financial Partners, Inc. | 0.91% | Add +162.0% | 13,100 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +40.1% | 12,899 | $1.1M |
| Nwam LLC | 0.10% | Add +11.2% | 12,818 | $1.1M |
| Westwind Capital | 0.28% | Reduce -1.5% | 12,449 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | No change | 12,300 | $1.1M |
| Triumph Capital Management | 0.36% | Reduce -2.2% | 12,250 | $1.1M |
| Novare Capital Management LLC | 0.09% | Reduce -5.1% | 12,150 | $1.1M |
| Modern Wealth Management, LLC | 0.03% | Add +10.2% | 12,091 | $1.1M |
| Weiss Asset Management LP | 0.04% | New | 12,000 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.7% | 11,994 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Reduce -14.6% | 11,988 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +193.3% | 11,983 | $1.1M |
| StoneX Group Inc. | 0.06% | Reduce -12.3% | 11,913 | $1.1M |
| Nvwm, LLC | 0.28% | Reduce -0.2% | 11,668 | $1.0M |
| Ulland Investment Advisors, LLC | 0.90% | Reduce -0.6% | 11,607 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -52.9% | 11,484 | $1.0M |
| Fortis Group Advisors, LLC | 0.20% | Reduce -31.1% | 11,415 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -5.2% | 11,327 | $1.0M |
| Sanders Morris Harris LLC | 0.16% | Add +8.8% | 11,150 | $1.0M |
| KCM Investment Advisors LLC | 0.04% | Add +5.2% | 11,284 | $1.0M |
| Capital Fund Management S.A. | 0.01% | Reduce -85.9% | 11,241 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | No change | 11,226 | $999K |
| Simplicity Wealth,LLC | 0.08% | Add +253.8% | 11,220 | $998K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +13.1% | 11,088 | $987K |
| Farther Finance Advisors, LLC | 0.03% | Add +3.7% | 10,846 | $980K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.6% | 10,711 | $953K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -83.1% | 10,695 | $952K |
| US Bancorp \de | 0.00% | Reduce -45.6% | 10,663 | $949K |
| Principal Securities, Inc. | 0.02% | No change | 9,425 | $944K |
| KWB Wealth | 0.11% | Add +5.4% | 9,408 | $942K |
| Global Financial Private Client, LLC | 0.36% | Reduce -0.1% | 10,548 | $939K |
| Mutual Advisors, LLC | 0.03% | Add +0.1% | 9,641 | $914K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -9.7% | 10,194 | $907K |
| Marshall Wace, LLP | 0.00% | Add +58.0% | 10,011 | $891K |
| Bramshill Investments, LLC | 0.09% | New | 10,000 | $890K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.7% | 9,872 | $879K |
| WJ Wealth Management, LLC | 0.31% | Add +6.5% | 9,850 | $877K |
| Allen Capital Group, LLC | 0.10% | Reduce -1.6% | 9,838 | $875K |
| Apollon Financial, LLC | 0.21% | Add +8.6% | 9,825 | $874K |
| Clarus Wealth Advisors | 0.46% | Add +21.0% | 9,639 | $863K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -0.2% | 9,684 | $862K |
| Benjamin Edwards Inc. | 0.01% | Reduce -50.4% | 9,544 | $849K |
| Intellectus Partners, LLC | 0.21% | Reduce -5.0% | 9,429 | $839K |
| Calamos Wealth Management LLC | 0.04% | Add +36.8% | 9,300 | $828K |
| Pacific Sun Financial Corp | 0.46% | Add +3.6% | 9,115 | $811K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.6% | 9,050 | $805K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -0.1% | 9,027 | $803K |
| JTC Employer Solutions Trustee Ltd | 0.07% | No change | 9,011 | $803K |
| Kane Investment Management, Inc. | 0.39% | Add +2.6% | 9,001 | $801K |
| Keybank National Association | 0.00% | No change | 9,000 | $801K |
| Mgo One Seven LLC | 0.03% | Reduce -9.9% | 8,949 | $796K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $796K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.1% | 8,911 | $793K |
| Modera Wealth Management, LLC | 0.01% | Add +1.6% | 8,822 | $785K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.8% | 8,817 | $785K |
| Genesee Capital Advisors, LLC | 0.37% | Reduce -20.9% | 8,403 | $748K |
| LMCG Investments, LLC | 0.05% | Add +1.1% | 8,365 | $744K |
| Arax Advisory Partners | 0.05% | New | 8,356 | $744K |
| Cascades Capital Asset Management, LLC | 0.41% | Reduce -7.4% | 8,299 | $739K |
| Kesler, Norman & Wride, LLC | 0.14% | Add +8.5% | 8,290 | $738K |
| International Assets Investment Management, LLC | 0.06% | Add +47.2% | 8,221 | $732K |
| Altura Wealth Advisors Inc. | 0.48% | Add +30.3% | 8,187 | $729K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -12.5% | 8,101 | $721K |
| TruWealth Advisors, LLC | 0.04% | Add +5.5% | 7,870 | $700K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.5% | 7,765 | $691K |
| Wisconsin Wealth Advisors, LLC | 0.99% | New | 7,760 | $691K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.0% | 7,744 | $689K |
| Sterling Investment Counsel, LLC | 0.23% | Add +15.7% | 7,706 | $686K |
| Northern Trust Corp. | 0.00% | Add +6.3% | 7,663 | $682K |
| SCS Capital Management LLC | 0.01% | New | 7,553 | $672K |
| Blair William & Co. | 0.00% | Reduce -18.5% | 7,548 | $672K |
| Sax Wealth Advisors, LLC | 0.05% | Add +24.8% | 7,545 | $671K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -0.9% | 7,535 | $671K |
| 360 Financial, Inc. | 0.24% | Reduce -5.8% | 7,527 | $670K |
| WBH Advisory Inc. | 0.06% | Reduce -14.8% | 7,510 | $668K |
| Alpine Woods Capital Investors, LLC | 0.17% | No change | 7,500 | $667K |
| HBK Sorce Advisory LLC | 0.02% | No change | 7,487 | $666K |
| Two Sigma Securities, LLC | 0.10% | Add +112.3% | 7,372 | $656K |
| Cibc World Market Inc. | 0.00% | Add +17.0% | 7,273 | $647K |
| Brookstone Capital Management | 0.01% | New | 7,218 | $642K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +158.8% | 7,212 | $642K |
| Park Avenue Securities LLC | 0.01% | Reduce -14.9% | 7,178 | $639K |
| Bessemer Group Inc. | 0.00% | Add +0.3% | 7,118 | $634K |
| Legacy Financial Strategies, LLC | 0.14% | Add +0.9% | 7,116 | $633K |
| AE Wealth Management LLC | 0.01% | Add +7.3% | 7,035 | $626K |
| Muirfield Wealth Advisors LLC | 0.52% | Reduce -28.6% | 6,943 | $618K |
| Madison Wealth Partners, Inc | 0.15% | Add +7.8% | 6,938 | $617K |
| One Capital Management, LLC | 0.02% | Add +18.1% | 6,900 | $614K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.9% | 6,850 | $610K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +24.0% | 6,790 | $604K |
| Monetary Management Group Inc. | 0.16% | Add +25.1% | 6,725 | $598K |
| PFG Investments, LLC | 0.04% | Add +0.4% | 6,705 | $597K |
| Triangle Securities Wealth Management | 0.15% | Add +3.1% | 6,680 | $594K |
| Focus Partners Wealth | 0.00% | Reduce -92.1% | 6,635 | $590K |
| ORG Partners LLC | 0.15% | New | 6,475 | $585K |
| SFG Wealth Management, LLC. | 0.28% | New | 6,470 | $576K |
| Thrivent Financial for Lutherans | 0.00% | No change | 5,548 | $575K |
| Rathbones Group PLC | 0.00% | Reduce -13.9% | 6,360 | $566K |
| Walleye Trading LLC | 0.02% | New | 6,330 | $563K |
| Novak & Powell Financial Services, Inc. | 0.35% | Reduce -1.6% | 6,325 | $563K |
| World Investment Advisors | 0.01% | Add +108.5% | 6,311 | $562K |
| Clearstead Advisors, LLC | 0.01% | Reduce -49.4% | 6,270 | $558K |
| Tennessee Valley Asset Management Partners | 0.09% | Reduce -30.4% | 6,177 | $550K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 6,145 | $547K |
| Jasper Ridge Partners, L.P. | 0.02% | No change | 6,000 | $534K |
| Chatham Capital Group, Inc. | 0.09% | No change | 5,825 | $518K |
| Biondo Investment Advisors, LLC | 0.07% | Add +13.8% | 5,775 | $514K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.5% | 5,756 | $512K |
| Plotkin Financial Advisors, LLC | 0.31% | No change | 5,695 | $507K |
| Phillips Wealth Planners LLC | 0.54% | New | 5,808 | $506K |
| Compound Planning, Inc. | 0.02% | Reduce -8.3% | 5,635 | $501K |
| Caprock Group, LLC | 0.02% | Reduce -24.0% | 5,583 | $497K |
| Marcum Wealth, LLC | 0.04% | New | 5,540 | $493K |
| Raab & Moskowitz Asset Management LLC | 0.12% | New | 5,489 | $488K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.7% | 6,057 | $485K |
| Western Wealth Management, LLC | 0.03% | Add +6.5% | 5,441 | $484K |
| E&G Advisors, LLC | 0.14% | Add +23.4% | 5,430 | $483K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -9.0% | 5,363 | $477K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +114.8% | 5,287 | $470K |
| Lyell Wealth Management, LP | 0.04% | Add +20.4% | 5,252 | $467K |
| Dakota Wealth Management | 0.01% | Add +91.7% | 5,225 | $465K |
| Silver Oak Securities, Incorporated | 0.04% | Add +26.3% | 5,173 | $465K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 5,150 | $458K |
| Synovus Financial Corp. | 0.01% | Reduce -49.0% | 5,092 | $453K |
| Millennium Management | 0.00% | Reduce -87.5% | 5,089 | $453K |
| Byrne Financial Freedom, LLC | 0.26% | Add +22.0% | 5,087 | $453K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 5,058 | $450K |
| Breed's Hill Capital LLC | 0.24% | No change | 5,000 | $445K |
| Quantum Portfolio Management LLC | 0.23% | New | 5,000 | $445K |
| Haverford Trust Co | 0.00% | No change | 4,875 | $434K |
| Sandbox Financial Partners, LLC | 0.15% | Reduce -0.0% | 4,830 | $430K |
| Sunbelt Securities, Inc. | 0.04% | Add +68.4% | 4,815 | $428K |
| DRW Securities, LLC | 0.04% | New | 4,764 | $424K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,735 | $421K |
| Gsa Capital Partners LLP | 0.04% | Add +75.3% | 4,654 | $414K |
| Investment Management Corp. /Va/ | 0.37% | Add +2.9% | 4,568 | $407K |
| Apollon Wealth Management, LLC | 0.01% | Add +44.1% | 4,560 | $406K |
| Pinnacle Family Advisors, LLC | 0.22% | New | 4,549 | $405K |
| Cardiff Park Advisors, LLC | 0.04% | Add +28.6% | 4,500 | $400K |
| Florida Financial Advisors, LLC | 0.15% | New | 4,393 | $391K |
| Sequent Planning LLC | 0.14% | Add +2.2% | 4,376 | $389K |
| Westfuller Advisors, LLC | 0.26% | Reduce -4.2% | 4,355 | $388K |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.6% | 4,344 | $387K |
| Wedbush Securities Inc. | 0.01% | Add +10.0% | 4,325 | $385K |
| Canal Capital Management, LLC | 0.06% | No change | 4,295 | $382K |
| Investmark Advisory Group LLC | 0.19% | Reduce -25.9% | 4,288 | $382K |
| Carret Asset Management, LLC | 0.04% | No change | 4,210 | $375K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.13% | New | 4,200 | $374K |
| Cynosure Group, LLC | 0.05% | No change | 4,200 | $374K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -52.6% | 4,251 | $372K |
| Maxele Advisors, LLC | 0.36% | Reduce -0.9% | 4,180 | $372K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -21.4% | 4,162 | $370K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,085 | $364K |
| Private Trust Co. NA | 0.04% | Add +84.2% | 4,084 | $363K |
| Colonial Trust Advisors | 0.03% | Reduce -29.6% | 4,050 | $360K |
| MWA Asset Management | 0.25% | Add +1.4% | 4,020 | $358K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $356K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1.3% | 3,903 | $355K |
| Summit Financial, LLC | 0.01% | New | 3,979 | $354K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 3,957 | $352K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.7% | 3,951 | $352K |
| Greenland Capital Management LP | 0.06% | New | 3,817 | $340K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 3,775 | $336K |
| Merkkuri Wealth Advisors LLC | 0.29% | No change | 3,768 | $335K |
| Y.D. More Investments Ltd | 0.03% | Reduce -3.1% | 3,740 | $333K |
| Citizens Financial Group Inc. | 0.01% | Reduce -6.2% | 3,725 | $332K |
| Townsquare Capital LLC | 0.00% | Add +15.8% | 3,719 | $331K |
| Trilogy Capital Inc. | 0.02% | Reduce -7.8% | 3,655 | $325K |
| Pictet Asset Management Holding SA | 0.00% | New | 3,641 | $324K |
| Dupree Financial Group, LLC | 0.14% | Reduce -2.3% | 3,628 | $323K |
| Millennium Capital Advisors, LLC | 0.24% | No change | 3,614 | $322K |
| GeoWealth Management, LLC | 0.01% | Add +215.2% | 3,609 | $321K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.5% | 3,605 | $321K |
| Samalin Investment Counsel, LLC | 0.13% | No change | 3,600 | $320K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -5.3% | 3,600 | $320K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.8% | 3,595 | $320K |
| Centaurus Financial, Inc. | 0.02% | Add +35.0% | 3,572 | $318K |
| Larson Financial Group LLC | 0.02% | Add +4.1% | 3,572 | $318K |
| Fortis Capital Management LLC | 0.06% | Add +0.3% | 3,560 | $317K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 3,500 | $311K |
| Ironwood Financial, llc | 0.07% | No change | 3,405 | $303K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 3,395 | $302K |
| Fifth Third Bancorp | 0.00% | Reduce -3.8% | 3,380 | $301K |
| Purus Wealth Management, LLC | 0.13% | Add +16.6% | 3,372 | $300K |
| Runnymede Capital Advisors, Inc. | 0.29% | Reduce -3.5% | 3,360 | $299K |
| Ascent Group, LLC | 0.01% | New | 3,321 | $296K |
| RB Capital Management, LLC | 0.07% | No change | 3,300 | $294K |
| Choreo, LLC | 0.00% | Add +1.9% | 3,299 | $294K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 3,295 | $293K |
| Wealth Advisors of Tampa Bay, LLC | 0.12% | Reduce -2.0% | 3,268 | $291K |
| Tranquilli Financial Advisor LLC | 0.18% | Reduce -15.5% | 3,259 | $290K |
| First Foundation Advisors | 0.01% | Add +0.0% | 3,257 | $290K |
| Cypress Capital Management LLC (WY) | 0.34% | Reduce -4.3% | 3,212 | $286K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Add +0.5% | 3,201 | $285K |
| Kingsman Wealth Management, Inc. | 0.21% | — | 3,175 | $283K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.2% | 3,155 | $281K |
| Interchange Capital Partners, LLC | 0.08% | Add +50.8% | 3,131 | $280K |
| Copia Wealth Management | 0.26% | Add +21.8% | 3,140 | $279K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -1.1% | 3,135 | $279K |
| Abbot Financial Management, Inc. | 0.14% | No change | 3,100 | $276K |
| Harvest Investment Services, LLC | 0.08% | Add +5.4% | 3,096 | $276K |
| Ceera Investments, LLC | 0.09% | No change | 3,055 | $272K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -14.2% | 3,029 | $271K |
| &partners | 0.00% | Add +26.5% | 2,986 | $268K |
| Bullseye Investment Management, LLC | 0.17% | Add +16.1% | 3,008 | $268K |
| Gruss & Co., LLC | 1.16% | No change | 3,000 | $267K |
| Founders Financial Securities LLC | 0.02% | Reduce -87.7% | 2,795 | $265K |
| Mullaney, Keating & Wright, Inc. | 0.18% | No change | 2,878 | $261K |
| Outlook Wealth Advisors, LLC | 0.07% | Add +2.1% | 2,932 | $261K |
| Aire Advisors, LLC | 0.05% | New | 2,930 | $261K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.0% | 2,930 | $261K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $260K |
| Drive Wealth Management, LLC | 0.06% | Add +2.4% | 2,898 | $258K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +13.4% | 2,873 | $256K |
| Blue Chip Partners, LLC | 0.02% | Reduce -42.8% | 2,845 | $253K |
| Legacy Wealth Management, LLC | 0.02% | New | 2,837 | $252K |
| Belpointe Asset Management LLC | 0.01% | New | 2,828 | $252K |
| Ogorek Anthony Joseph /NY/ | 0.08% | Reduce -0.2% | 2,821 | $251K |
| Beacon Financial Group | 0.03% | Add +1.2% | 2,813 | $250K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -43.5% | 2,806 | $250K |
| Clark Asset Management, LLC | 0.04% | No change | 2,795 | $249K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 2,795 | $249K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -72.1% | 2,777 | $247K |
| Ring Mountain Capital, LLC | 0.18% | Reduce -11.0% | 2,744 | $244K |
| L & S Advisors Inc | 0.03% | Add +14.8% | 2,739 | $244K |
| Garde Capital, Inc. | 0.01% | No change | 2,732 | $243K |
| Moller Wealth Partners | 0.06% | No change | 2,700 | $240K |
| HUB Investment Partners, LLC | 0.01% | New | 2,652 | $236K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 2,600 | $231K |
| Colonial Trust Co / SC | 0.04% | Add +5.1% | 2,555 | $227K |
| Summit X, LLC | 0.05% | New | 2,545 | $226K |
| Sharp Wealth Advisory, LLC | 0.17% | Reduce -19.1% | 2,544 | $226K |
| Hanson & Doremus Investment Management | 0.03% | No change | 2,540 | $226K |
| Essex Bank | 0.06% | No change | 2,525 | $225K |
| Transcendent Capital Group LLC | 0.13% | No change | 2,500 | $222K |
| Middleton & Co. Inc. | 0.03% | No change | 2,500 | $222K |
| NWF Advisory Services Inc. | 0.03% | New | 2,482 | $221K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,475 | $220K |
| MRWM Advisors, LLC | 0.15% | New | 2,468 | $220K |
| ABLE Financial Group, LLC | 0.06% | No change | 2,466 | $219K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -48.0% | 2,463 | $219K |
| Cutter & CO Brokerage, Inc. | 0.05% | Add +0.6% | 2,447 | $218K |
| Ayalon Insurance Comp Ltd. | 0.07% | No change | 2,425 | $216K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -3.8% | 2,416 | $215K |
| Vigilare Wealth Management | 0.09% | Reduce -25.3% | 2,415 | $215K |
| Fortress Private Ledger, LLC | 0.12% | Add +1.6% | 2,397 | $213K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,375 | $211K |
| Ceeto Capital Group, LLC | 0.08% | No change | 2,375 | $211K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -9.2% | 2,369 | $211K |
| QRG Capital Management, Inc. | 0.00% | Reduce -19.7% | 2,358 | $210K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,340 | $208K |
| Retirement Planning Co of New England, Inc. | 0.10% | Add +2.2% | 2,325 | $207K |
| Tyche Wealth Partners LLC | 0.04% | Add +14.6% | 2,320 | $206K |
| N.E.W. Advisory Services LLC | 0.02% | New | 2,308 | $205K |
| Aptus Capital Advisors, LLC | 0.00% | Add +13.7% | 2,303 | $205K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +8.9% | 2,304 | $205K |
| Ieq Capital, LLC | 0.00% | Reduce -4.2% | 2,282 | $203K |
| Integrity Alliance, Llc. | 0.01% | New | 2,258 | $201K |
| Financial Freedom, LLC | 0.11% | No change | 2,211 | $197K |
| SG Americas Securities, LLC | 0.00% | New | 2,195 | $195K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +7166.7% | 2,180 | $194K |
| LMR Partners LLP | 0.01% | Reduce -81.7% | 2,174 | $193K |
| NorthRock Partners, LLC | 0.01% | Add +238.9% | 2,169 | $193K |
| Signaturefd, LLC | 0.00% | Reduce -45.2% | 2,087 | $186K |
| Cheviot Value Management, LLC | 0.02% | New | 1,800 | $179K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 2,000 | $178K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,915 | $170K |
| AlphaCore Capital LLC | 0.01% | New | 1,890 | $168K |
| High Note Wealth, LLC | 0.04% | No change | 1,885 | $168K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,870 | $166K |
| Arlington Trust Co LLC | 0.04% | No change | 1,860 | $166K |
| Comprehensive Financial Planning, Inc. | 0.16% | No change | 1,825 | $162K |
| CoreCap Advisors, LLC | 0.01% | Add +109.8% | 1,783 | $159K |
| Lanark Financial, Inc. | 0.01% | — | 1,750 | $155K |
| Financial Life Planners | 0.15% | New | 1,726 | $154K |
| Russell Investments Group, Ltd. | 0.00% | Add +725.9% | 1,693 | $151K |
| Realta Investment Advisors | 0.06% | Add +133.6% | 1,390 | $124K |
| First Horizon Advisors, Inc. | 0.00% | Add +14.3% | 1,219 | $108K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +29.1% | 1,162 | $103K |
| Icon Wealth Advisors, LLC | 0.01% | New | 1,144 | $102K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,039 | $92K |
| Winthrop Capital Management, LLC | 0.02% | Reduce -4.7% | 1,010 | $90K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.6% | 1,010 | $90K |
| Founders Financial Alliance, LLC | 0.02% | No change | 995 | $89K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +258.6% | 936 | $83K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -44.8% | 935 | $83K |
| Glen Eagle Advisors, LLC | 0.01% | Add +6.0% | 912 | $81K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $81K |
| Hurley Capital, LLC | 0.06% | No change | 895 | $80K |
| Murphy & Mullick Capital Management Corp | 0.08% | Reduce -7.8% | 892 | $79K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $76K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.8% | 839 | $75K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 775 | $69K |
| Webster Bank, N. A. | 0.01% | Add +52.0% | 684 | $61K |
| Zions Bancorporation, National Association | 0.00% | — | 680 | $61K |
| SouthState Bank Corp | 0.00% | Add +364.5% | 655 | $58K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $58K |
| Investors Research Corp | 0.01% | No change | 625 | $56K |
| Delta Asset Management LLC | 0.01% | No change | 625 | $56K |
| Abound Wealth Management | 0.02% | No change | 590 | $53K |
| Addison Advisors LLC | 0.01% | No change | 565 | $50K |
| Cornerstone Planning Group LLC | 0.01% | Add +1072.9% | 563 | $50K |
| Aspect Partners, LLC | 0.03% | No change | 555 | $49K |
| Capital Analysts, LLC | 0.00% | Reduce -38.6% | 535 | $48K |
| Fortitude Family Office, LLC | 0.02% | No change | 500 | $44K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $44K |
| Redwood Park Advisors LLC | 0.04% | No change | 494 | $44K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 491 | $44K |
| Joseph Group Capital Management | 0.02% | No change | 490 | $44K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 440 | $39K |
| Montag A & Associates Inc. | 0.00% | Add +42.7% | 428 | $38K |
| Bristlecone Advisors, LLC | 0.00% | No change | 425 | $38K |
| Tortoise Investment Management, LLC | 0.00% | No change | 375 | $33K |
| Morse Asset Management, Inc | 0.01% | Add +6.9% | 371 | $33K |
| Resources Management Corp. /CT/ | 0.00% | No change | 345 | $31K |
| Anchor Investment Management, LLC | 0.00% | No change | 339 | $30K |
| Whittier Trust Co. | 0.00% | No change | 320 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +155.2% | 319 | $28K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 315 | $28K |
| Creative Financial Designs Inc. | 0.00% | Reduce -52.6% | 305 | $27K |
| Hopwood Financial Services, Inc. | 0.02% | Add +50.0% | 300 | $27K |
| Crewe Advisors LLC | 0.00% | New | 292 | $26K |
| Archer Investment Corp | 0.01% | No change | 290 | $26K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -54.4% | 285 | $25K |
| Pinney & Scofield, Inc. | 0.02% | No change | 280 | $25K |
| Sage Mountain Advisors LLC | 0.00% | New | 278 | $25K |
| Pflug Koory, LLC | 0.01% | No change | 265 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $23K |
| Park Square Financial Group, LLC | 0.02% | No change | 250 | $22K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -25.0% | 240 | $21K |
| Darwin Wealth Management, LLC | 0.01% | No change | 200 | $20K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -75.5% | 210 | $19K |
| NFSG Corp | 0.00% | No change | 200 | $18K |
| Byrne Asset Management LLC | 0.01% | No change | 190 | $17K |
| Beacon Capital Management, LLC | 0.00% | New | 176 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 170 | $15K |
| Vision Financial Markets LLC | 0.01% | New | 151 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +25.4% | 148 | $13K |
| Flagship Wealth Advisors, LLC | 0.01% | Add +21.7% | 140 | $12K |
| Wolff Wiese Magana LLC | 0.01% | New | 137 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | Add +219.1% | 134 | $12K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -91.4% | 132 | $12K |
| Biltmore Family Office, LLC | 0.00% | New | 125 | $11K |
| Capital Investment Counsel, Inc | 0.00% | New | 125 | $11K |
| Coastline Trust Co | 0.00% | No change | 125 | $11K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 122 | $11K |
| IMG Wealth Management, Inc. | 0.01% | No change | 115 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 115 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 115 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 110 | $10K |
| Synergy Investment Management, LLC | 0.00% | No change | 105 | $9K |
| Nemes Rush Group LLC | 0.00% | No change | 96 | $9K |
| Wagner Wealth Management, LLC | 0.00% | Add +95.8% | 94 | $8K |
| FWL Investment Management, LLC | 0.00% | Reduce -11.4% | 93 | $8K |
| Cardinal Strategic Wealth Guidance | 0.00% | Reduce -66.0% | 92 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 85 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 78 | $7K |
| Duncker Streett & Co. Inc. | 0.00% | New | 70 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $6K |
| Tidemark, LLC | 0.00% | No change | 55 | $5K |
| Mather Group, Llc. | 0.00% | Reduce -15.0% | 51 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -50.0% | 50 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 40 | $4K |
| Sandy Spring Bank | 0.00% | No change | 35 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 35 | $3K |
| CX Institutional | 0.00% | New | 35 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 25 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 23 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 16 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 15 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 14 | $1K |
| Navigoe, LLC | 0.00% | No change | 20 | $1K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $891 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $890 |
| West Branch Capital LLC | 0.00% | No change | 10 | $890 |
| Toronto Dominion Bank | 0.00% | Reduce -18.2% | 9 | $802 |
| Kiker Wealth Management, LLC | 0.00% | No change | 9 | $801 |
| Eq Wealth Advisors, LLC | 0.00% | New | 1 | $89 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.