iShares Expanded Tech-SoftwaIGVETF
13F holders, Q2 2025 (June 30)686holders +57
123new positions
65sold out
6famous investors
$107.62avg. 13F price*
At the end of Q2 2025, 686 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 57 from Q1 2025. 123 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($863.7M), Morgan Stanley ($457.9M) and JPMorgan Chase & Co. ($374.4M). 6 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $588.4M |
| Exits | 65 | $353.9M |
All 13F filers, Q1 2025 → Q2 2025: 13,366,776 shares bought and 9,299,000 shares sold, net +4,067,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| Bank of America Corp. | 0.07% | Add +16.1% | 7,887,994 | $863.7M |
| Morgan Stanley | 0.03% | Reduce -0.6% | 4,182,187 | $457.9M |
| JPMorgan Chase & Co. | 0.03% | Add +53.1% | 3,419,536 | $374.4M |
| Two Sigma Investments, LP | 0.65% | New | 3,154,300 | $345.4M |
| Envestnet Asset Management Inc. | 0.10% | Add +11.6% | 3,151,097 | $345.0M |
| Migdal Insurance & Financial Holdings Ltd. | 3.54% | Add +9.9% | 2,719,572 | $297.8M |
| Raymond James Financial Inc. | 0.09% | Add +5.7% | 2,402,727 | $263.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -9.5% | 2,377,303 | $260.3M |
| UBS Group AG | 0.05% | Reduce -12.7% | 2,369,230 | $259.4M |
| LPL Financial LLC | 0.08% | Add +8.0% | 2,236,321 | $244.9M |
| Menora Mivtachim Holdings LTD. | 1.27% | Reduce -9.6% | 2,021,051 | $221.3M |
| Clal Insurance Enterprises Holdings Ltd | 2.03% | Reduce -32.4% | 1,881,000 | $206.0M |
| Janney Montgomery Scott LLC | 0.53% | Add +9.4% | 1,861,773 | $203.9M |
| Wells Fargo & Company | 0.04% | Add +26.0% | 1,762,413 | $193.0M |
| Truist Financial Corp. | 0.28% | Add +2.9% | 1,744,503 | $191.0M |
| Main Management ETF Advisors, LLC | 7.60% | Add +1.0% | 1,669,135 | $182.8M |
| Harel Insurance Investments & Financial Services Ltd. | 2.05% | Add +5.7% | 1,636,987 | $179.3M |
| WestEnd Advisors, LLC | 4.40% | Add +23.6% | 1,621,446 | $177.6M |
| Phoenix Financial Ltd. | 1.95% | Add +0.2% | 1,352,553 | $148.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | Reduce -4.3% | 1,100,000 | $120.5M |
| Royal Bank of Canada | 0.02% | Add +37.2% | 1,036,071 | $113.5M |
| Twin Tree Management, LP | 2.51% | Add +1828.3% | 909,662 | $99.6M |
| Citigroup Inc. | 0.07% | Reduce -31.3% | 905,273 | $99.1M |
| Fisher Asset Management | 0.03% | Reduce -12.9% | 794,390 | $87.0M |
| Nan Shan Life Insurance Co., Ltd. | 1.59% | Add +12.3% | 654,352 | $71.7M |
| Ameriprise Financial Inc. | 0.02% | Add +9.8% | 647,958 | $70.0M |
| Franklin Resources Inc. | 0.02% | Add +0.7% | 609,207 | $66.7M |
| Victory Capital Management Inc. | 0.04% | Add +6.6% | 553,316 | $60.6M |
| Foundations Investment Advisors, LLC | 0.91% | Add +1.9% | 528,530 | $57.9M |
| Stifel Financial Corp. | 0.05% | Add +7.6% | 514,484 | $56.3M |
| HighTower Advisors, LLC | 0.06% | Reduce -3.1% | 470,620 | $51.5M |
| Qube Research & Technologies Ltd | 0.07% | New | 442,378 | $48.4M |
| Main Management LLC | 3.77% | Add +0.8% | 438,233 | $48.0M |
| BNP Paribas Financial Markets | 0.04% | Reduce -71.8% | 431,887 | $47.3M |
| SP Asset Management LLC | 3.85% | Add +4.6% | 426,277 | $46.7M |
| Osaic Holdings, Inc. | 0.07% | Add +4.1% | 364,517 | $39.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Add +174.2% | 359,550 | $39.4M |
| Cetera Investment Advisers | 0.07% | Add +31.9% | 355,574 | $38.9M |
| MML Investors Services, LLC | 0.11% | Add +23.8% | 353,070 | $38.7M |
| Northeast Financial Consultants Inc | 1.45% | Reduce -0.1% | 323,518 | $35.4M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +27.6% | 283,455 | $31.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +105.3% | 282,818 | $31.0M |
| Wellspring Financial Advisors, LLC | 2.75% | Reduce -0.1% | 1,611,069 | $30.8M |
| Barings LLC | 0.71% | No change | 271,138 | $29.7M |
| Waverly Advisors, LLC | 0.32% | Add +168.6% | 266,721 | $29.2M |
| SPC Financial, Inc. | 2.22% | Add +0.2% | 241,778 | $26.5M |
| Barclays PLC | 0.01% | Reduce -39.8% | 241,119 | $26.4M |
| Equitable Holdings, Inc. | 0.22% | Reduce -2.8% | 241,020 | $26.4M |
| Prudential PLC | 0.15% | Add +171.3% | 230,633 | $25.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +29.3% | 225,695 | $24.7M |
| L & S Advisors Inc | 2.60% | Add +7605.0% | 211,041 | $23.1M |
| Maxi Investments CY Ltd | 3.81% | New | 209,600 | $23.0M |
| Assetmark, Inc. | 0.05% | Add +3.0% | 207,552 | $22.7M |
| Bank of New York Mellon Corp | 0.00% | Add +127.4% | 203,870 | $22.3M |
| Ardmore Road Asset Management LP | 1.81% | New | 200,000 | $21.9M |
| Sanctuary Advisors, LLC | 0.13% | Add +12.9% | 188,541 | $20.6M |
| Crestwood Advisors Group, LLC | 0.37% | Reduce -1.0% | 187,775 | $20.6M |
| Cwm, LLC | 0.06% | Add +0.7% | 161,635 | $17.7M |
| Black Swift Group, LLC | 3.53% | Add +60.2% | 159,800 | $17.5M |
| Mariner, LLC | 0.02% | Reduce -8.5% | 153,926 | $16.9M |
| Noesis Capital Mangement Corp. | 2.86% | Reduce -2.2% | 150,245 | $16.5M |
| Gimbal Financial | 9.89% | New | 146,995 | $16.1M |
| Anfield Capital Management, LLC | 5.03% | Reduce -1.3% | 138,766 | $15.2M |
| Fiduciary Trust Co | 0.18% | Reduce -1.9% | 133,066 | $14.6M |
| Lowe Brockenbrough & Co. Inc. | 0.80% | Add +84.8% | 129,437 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.1% | 127,041 | $13.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -47.4% | 120,430 | $13.2M |
| Advisory Services Network, LLC | 0.21% | Add +4.9% | 117,301 | $13.1M |
| Corient Private Wealth LP | 0.02% | Reduce -49.8% | 117,840 | $12.9M |
| MinichMacGregor Wealth Management, LLC | 2.76% | Add +54.7% | 117,785 | $12.9M |
| Gemmer Asset Management LLC | 1.13% | Add +13.0% | 116,659 | $12.8M |
| Lido Advisors, LLC | 0.06% | Add +6.8% | 107,908 | $11.8M |
| Baker Avenue Asset Management, LP | 0.33% | Reduce -1.3% | 107,429 | $11.8M |
| Chicago Wealth Management, Inc. | 5.55% | Reduce -0.2% | 106,316 | $11.6M |
| TTP Investments, Inc. | 3.81% | New | 106,014 | $11.6M |
| Perbak Capital Partners LLP | 2.54% | New | 102,559 | $11.2M |
| IronBridge Private Wealth, LLC | 3.89% | Add +2.8% | 101,966 | $11.2M |
| Strategic Wealth Partners, Ltd. | 0.87% | — | 101,165 | $11.1M |
| Bank Hapoalim BM | 1.57% | Add +2.1% | 100,642 | $11.0M |
| Legacy Edge Advisors, LLC | 1.47% | Add +4.1% | 100,577 | $11.0M |
| Prospera Financial Services Inc | 0.21% | Add +0.8% | 100,550 | $11.0M |
| Avalon Capital Management | 2.75% | New | 93,648 | $10.3M |
| J. Goldman & Co LP | 0.32% | Add +16.4% | 93,643 | $10.3M |
| Captrust Financial Advisors | 0.02% | Reduce -3.3% | 90,225 | $9.9M |
| NewEdge Advisors, LLC | 0.05% | Reduce -9.3% | 89,217 | $9.8M |
| D.A. Davidson & Co. | 0.07% | Reduce -0.6% | 88,460 | $9.7M |
| Altus Wealth Management, LLC | 4.64% | Reduce -1.9% | 88,440 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.3% | 86,659 | $9.6M |
| Riggs Asset Managment Co. Inc. | 2.29% | Add +150.6% | 85,223 | $9.3M |
| Atria Investments, Inc | 0.11% | Add +18.7% | 84,361 | $9.2M |
| Principle Wealth Partners LLC | 0.57% | Reduce -9.0% | 83,830 | $9.2M |
| Maven Securities LTD | 2.33% | New | 82,060 | $9.0M |
| Seven Springs Wealth Group, LLC | 2.22% | Add +16.9% | 80,425 | $8.8M |
| DAVENPORT & Co LLC | 0.05% | Add +11.8% | 80,340 | $8.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.8% | 78,375 | $8.6M |
| Silverleafe Capital Partners, LLC | 2.92% | Reduce -10.8% | 76,502 | $8.4M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +1.2% | 75,289 | $8.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.3% | 73,251 | $8.0M |
| Avestar Capital, LLC | 0.57% | New | 70,755 | $7.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +10.7% | 70,142 | $7.7M |
| Focus Partners Wealth | 0.02% | Add +938.1% | 68,880 | $7.5M |
| Kwmg, LLC | 0.70% | Add +0.2% | 67,959 | $7.4M |
| Mathes Company, Inc. | 2.69% | Reduce -0.8% | 65,775 | $7.2M |
| Chicago Partners Investment Group LLC | 0.20% | Add +0.0% | 62,567 | $7.0M |
| Deltec Asset Management LLC | 1.21% | Add +140.1% | 61,700 | $6.8M |
| Quadrature Capital Ltd | 0.12% | Add +268.2% | 61,642 | $6.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.11% | Reduce -21.3% | 61,128 | $6.7M |
| SFI Advisors, LLC | 4.57% | Reduce -4.2% | 60,316 | $6.6M |
| Jmac Enterprises LLC | 1.35% | Add +1.9% | 57,485 | $6.3M |
| Sage Advisory Services, Ltd.Co. | 3.39% | New | 56,831 | $6.2M |
| Horizon Wealth Management, LLC | 1.08% | New | 55,917 | $6.1M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +396.0% | 55,000 | $6.0M |
| Well Done, LLC | 1.13% | Add +1.2% | 54,975 | $6.0M |
| Silver Coast Investments LLC | 2.17% | Reduce -0.8% | 54,622 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +79.3% | 52,658 | $5.8M |
| Sfmg, LLC | 0.43% | Reduce -3.3% | 52,344 | $5.7M |
| Tudor Investment Corporation | 0.04% | Reduce -8.8% | 51,228 | $5.6M |
| Bawa N Mallick Trust | 2.31% | No change | 51,001 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +17.4% | 50,874 | $5.5M |
| Cadent Capital Advisors, LLC | 1.78% | Add +0.6% | 49,804 | $5.5M |
| Holderness Investments Co. | 1.17% | No change | 49,554 | $5.4M |
| Altfest L J & Co. Inc. | 0.64% | New | 49,267 | $5.4M |
| Summit Trail Advisors, LLC | 0.09% | New | 48,575 | $5.3M |
| Stephens Inc. | 0.07% | Add +150.9% | 47,034 | $5.2M |
| Spire Wealth Management | 0.18% | Reduce -15.6% | 46,872 | $5.1M |
| KKM Financial LLC | 1.74% | Reduce -7.9% | 45,361 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +3.5% | 45,528 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +70.7% | 44,924 | $4.9M |
| Patten & Patten Inc. | 0.32% | Reduce -8.3% | 44,832 | $4.9M |
| Cottonwood Capital Advisors, LLC | 3.26% | Reduce -0.3% | 44,294 | $4.9M |
| FMR LLC | 0.00% | Add +0.9% | 44,286 | $4.8M |
| StoneCrest Wealth Management, Inc. | 2.27% | Add +2.2% | 43,433 | $4.8M |
| Valley Wealth Managers, Inc. | 0.34% | Add +4.1% | 43,240 | $4.7M |
| Ieq Capital, LLC | 0.03% | Add +1793.6% | 43,212 | $4.7M |
| Bienville Capital Management, LLC | 0.92% | Reduce -5.9% | 42,593 | $4.7M |
| Jasper Ridge Partners, L.P. | 0.12% | Add +602.9% | 42,175 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -14.4% | 41,932 | $4.6M |
| National Philanthropic Trust | 0.06% | Reduce -0.6% | 39,350 | $4.3M |
| Creative Planning | 0.00% | Reduce -1.5% | 37,688 | $4.1M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -16.1% | 36,688 | $4.0M |
| Grandview Asset Management LLC | 1.28% | Add +13.7% | 36,515 | $4.0M |
| HSBC Holdings PLC | 0.00% | Add +21.0% | 35,975 | $3.9M |
| Members Advisory Group LLC | 1.43% | Add +150.3% | 34,833 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +2.0% | 34,308 | $3.8M |
| Vicus Capital | 0.31% | Add +5.0% | 33,738 | $3.7M |
| Pursue Wealth Partners LLC | 2.10% | Reduce -20.5% | 33,689 | $3.7M |
| Coastal Bridge Advisors, LLC | 0.31% | New | 33,623 | $3.7M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -1.2% | 33,254 | $3.6M |
| Tudor Financial Inc. | 2.04% | Reduce -3.6% | 32,928 | $3.6M |
| IFG Advisory, LLC | 0.18% | Add +3.9% | 32,893 | $3.6M |
| Wellington Management Group LLP | 0.00% | Reduce -50.1% | 32,878 | $3.6M |
| Quantitative Investment Management, LLC | 0.47% | Reduce -59.3% | 32,262 | $3.5M |
| Sowell Financial Services LLC | 0.14% | Add +0.9% | 32,230 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -16.1% | 32,134 | $3.5M |
| Peak Financial Advisors LLC | 1.78% | Add +3.5% | 31,722 | $3.5M |
| Capstone Wealth Management Group, LLC | 3.33% | New | 31,698 | $3.5M |
| Moore Capital Management, LP | 0.07% | Reduce -55.6% | 31,627 | $3.5M |
| Brookstone Capital Management | 0.05% | Add +334.9% | 31,394 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +30.0% | 30,237 | $3.3M |
| FDx Advisors, Inc. | 1.01% | New | 30,212 | $3.3M |
| Savoie Capital LLC | 0.41% | No change | 30,205 | $3.3M |
| Cerity Partners LLC | 0.01% | Add +49.6% | 30,176 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -90.5% | 30,148 | $3.3M |
| Stone Summit Wealth LLC | 1.00% | Add +0.2% | 29,560 | $3.2M |
| Comerica Bank | 0.01% | Reduce -1.1% | 29,489 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +2.9% | 29,428 | $3.2M |
| Millennium Management | 0.00% | Add +474.4% | 29,233 | $3.2M |
| Strategic Blueprint, LLC | 0.15% | Add +12.5% | 28,660 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +185.0% | 28,532 | $3.1M |
| Rockingstone Advisors LLC | 1.63% | Reduce -20.1% | 28,340 | $3.1M |
| Guerra Pan Advisors, LLC | 2.03% | Add +11.1% | 28,135 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +2.5% | 27,931 | $3.1M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -10.8% | 27,936 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +84.1% | 27,814 | $3.0M |
| Transcend Capital Advisors, LLC | 0.23% | Add +1.2% | 27,468 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +556.6% | 27,328 | $3.0M |
| Provenance Wealth Advisors, LLC | 0.43% | Add +27.1% | 27,152 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -12.2% | 27,046 | $3.0M |
| Verition Fund Management LLC | 0.02% | Reduce -0.4% | 26,889 | $2.9M |
| Castle Rock Wealth Management, LLC | 0.68% | Reduce -19.5% | 26,263 | $2.9M |
| Aster Capital Management (DIFC) Ltd | 0.65% | New | 26,173 | $2.9M |
| Massachusetts Wealth Management | 1.59% | Add +2.4% | 25,692 | $2.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -25.4% | 25,500 | $2.8M |
| MGB Wealth Management, LLC | 0.92% | Reduce -0.2% | 25,508 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -81.3% | 25,401 | $2.8M |
| Terra Nova Asset Management LLC | 1.93% | Reduce -23.0% | 25,209 | $2.8M |
| Clark Capital Management Group, Inc. | 0.02% | New | 25,160 | $2.8M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.58% | No change | 25,000 | $2.7M |
| Tepp RIA, LLC | 3.53% | New | 24,975 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.1% | 24,944 | $2.7M |
| Curio Wealth, LLC | 1.18% | Add +128800.0% | 24,491 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -13.3% | 23,709 | $2.6M |
| VestGen Advisors, LLC | 0.10% | New | 23,378 | $2.6M |
| Creative Financial Designs Inc. | 0.18% | Add +7521.3% | 23,245 | $2.5M |
| Allianz Asset Management GmbH | 0.00% | Reduce -26.8% | 23,200 | $2.5M |
| Jefferies Financial Group Inc. | 0.04% | Add +47.9% | 23,193 | $2.5M |
| Great Diamond Partners, LLC | 0.53% | Add +2.8% | 23,112 | $2.5M |
| Atom Investors LP | 0.22% | Reduce -44.2% | 22,726 | $2.5M |
| Sharper & Granite LLC | 0.94% | Add +15.0% | 22,675 | $2.5M |
| Guardian Asset Advisors, LLC | 1.39% | Add +5.7% | 22,068 | $2.4M |
| Independent Financial Group, LLC | 0.07% | Add +15.5% | 21,577 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -85.0% | 21,466 | $2.4M |
| Caliber Wealth Management, LLC / KS | 0.25% | Reduce -0.6% | 20,998 | $2.3M |
| Leuthold Group, LLC | 0.27% | Add +2.6% | 20,826 | $2.3M |
| Valley National Advisers Inc. | 0.37% | Reduce -0.9% | 20,754 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +7.9% | 20,188 | $2.2M |
| Future Financial Wealth Managment LLC | 1.49% | Add +2.4% | 19,962 | $2.2M |
| Runnymede Capital Advisors, Inc. | 2.00% | Add +489.5% | 19,807 | $2.2M |
| Transcendent Capital Group LLC | 1.10% | Add +682.9% | 19,572 | $2.1M |
| Northstar Advisory Group, LLC | 1.03% | New | 19,350 | $2.1M |
| Liberty Square Wealth Partners LLC | 0.73% | Reduce -2.8% | 19,325 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | Add +48.9% | 19,210 | $2.1M |
| Parkside Investments, LLC | 0.28% | New | 19,000 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -88.9% | 18,898 | $2.1M |
| Segment Wealth Management, LLC | 0.13% | Reduce -0.0% | 18,880 | $2.1M |
| Tritonpoint Wealth, LLC | 0.19% | Add +39.7% | 18,722 | $2.1M |
| Brevan Howard Capital Management LP | 0.02% | Add +293.7% | 18,643 | $2.0M |
| Patten Group, Inc. | 0.43% | Reduce -0.7% | 18,652 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -51.9% | 18,492 | $2.0M |
| Personal Cfo Solutions, LLC | 0.37% | Add +0.6% | 18,454 | $2.0M |
| National Bank of Canada | 0.00% | Reduce -23.3% | 18,002 | $2.0M |
| Founders Financial Securities LLC | 0.15% | Add +539.9% | 17,886 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +24.6% | 17,782 | $1.9M |
| Simplicity Wealth,LLC | 0.08% | Add +50.2% | 16,854 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.44% | Add +206.3% | 16,812 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.6% | 16,782 | $1.8M |
| Clarius Group, LLC | 0.11% | No change | 16,733 | $1.8M |
| Horizon Investments, LLC | 0.03% | Reduce -25.1% | 16,158 | $1.8M |
| Harrell Investment Partners, LLC | 0.45% | Reduce -69.9% | 16,111 | $1.8M |
| Paragon Financial Partners, Inc. | 1.20% | Add +23.0% | 16,108 | $1.8M |
| Empirical Asset Management, LLC | 0.54% | Add +0.1% | 16,030 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Add +0.2% | 15,872 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.9% | 15,395 | $1.7M |
| NTV Asset Management LLC | 0.20% | Reduce -2.2% | 15,347 | $1.7M |
| IAM Advisory, LLC | 0.40% | Reduce -0.6% | 15,322 | $1.7M |
| Lee Johnson Capital Management, LLC | 0.58% | New | 15,316 | $1.7M |
| GPS Wealth Strategies Group, LLC | 0.19% | Reduce -4.0% | 15,153 | $1.7M |
| Wesbanco Bank Inc. | 0.05% | Reduce -5.8% | 15,077 | $1.7M |
| Wexford Capital LP | 0.46% | New | 15,047 | $1.6M |
| Arete Wealth Advisors, LLC | 0.12% | New | 14,986 | $1.6M |
| Arkansas Financial Group, Inc. | 0.25% | Reduce -8.7% | 14,983 | $1.6M |
| Venturi Wealth Management, LLC | 0.08% | New | 14,811 | $1.6M |
| Composition Wealth, LLC | 0.03% | Reduce -21.5% | 14,638 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Add +0.1% | 14,616 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +96.7% | 14,116 | $1.5M |
| Columbus Macro, LLC | 0.19% | New | 14,022 | $1.5M |
| Aft, Forsyth & Company, Inc. | 0.79% | No change | 14,019 | $1.5M |
| Montis Financial, LLC | 0.42% | Reduce -18.6% | 13,811 | $1.5M |
| Harmony Asset Management LLC | 0.56% | Reduce -6.1% | 13,771 | $1.5M |
| Blue Fin Capital, Inc. | 0.26% | Reduce -4.9% | 13,755 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 13,695 | $1.5M |
| Sax Wealth Advisors, LLC | 0.09% | Add +79.8% | 13,568 | $1.5M |
| Mgo One Seven LLC | 0.05% | Add +51.4% | 13,548 | $1.5M |
| Genesee Capital Advisors, LLC | 0.66% | Add +61.2% | 13,546 | $1.5M |
| Triumph Capital Management | 0.44% | Add +9.9% | 13,469 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -1.3% | 13,373 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.45% | Reduce -6.5% | 13,256 | $1.5M |
| Westwind Capital | 0.30% | Add +6.2% | 13,216 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +21.7% | 13,196 | $1.4M |
| Nwam LLC | 0.08% | Add +0.8% | 12,918 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +22.9% | 13,150 | $1.4M |
| Citizens National Bank Trust Department | 0.28% | Reduce -1.8% | 13,008 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -25.8% | 12,950 | $1.4M |
| US Bancorp \de | 0.00% | Add +20.6% | 12,864 | $1.4M |
| Apeiron RIA LLC | 0.36% | Reduce -2.8% | 12,850 | $1.4M |
| Nikulski Financial, Inc. | 0.39% | Reduce -26.5% | 12,845 | $1.4M |
| Belpointe Asset Management LLC | 0.06% | Add +348.6% | 12,687 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Add +101.1% | 12,610 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | Add +52.6% | 12,548 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | Add +3.5% | 12,518 | $1.4M |
| Parsons Capital Management Inc. | 0.08% | Add +1.4% | 12,468 | $1.4M |
| KCM Investment Advisors LLC | 0.04% | Add +7.1% | 12,084 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | Reduce -12.0% | 12,086 | $1.3M |
| Novare Capital Management LLC | 0.11% | Reduce -0.6% | 12,075 | $1.3M |
| Cascade Wealth Advisors, Inc | 0.73% | Reduce -21.6% | 11,745 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +52.7% | 11,702 | $1.3M |
| Nvwm, LLC | 0.31% | Reduce -0.5% | 11,606 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +59.6% | 11,606 | $1.3M |
| MAI Capital Management | 0.01% | Add +1.4% | 11,482 | $1.3M |
| Ulland Investment Advisors, LLC | 1.03% | Reduce -1.1% | 11,475 | $1.3M |
| Venture Visionary Partners LLC | 0.05% | Reduce -93.3% | 11,380 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +20.0% | 11,308 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.8% | 11,292 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | No change | 11,226 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -6.9% | 11,157 | $1.2M |
| Summit Financial, LLC | 0.03% | Add +176.9% | 11,019 | $1.2M |
| Houlihan Financial Resource Group, Ltd. | 0.50% | New | 10,819 | $1.2M |
| StoneX Group Inc. | 0.06% | Reduce -8.9% | 10,849 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +56.9% | 10,650 | $1.2M |
| Global Financial Private Client, LLC | 0.44% | Add +0.8% | 10,635 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +98.3% | 10,487 | $1.1M |
| Lyell Wealth Management, LP | 0.09% | Add +97.6% | 10,377 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | New | 10,348 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.7% | 10,337 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Reduce -13.9% | 10,323 | $1.1M |
| United Community Bank | 0.38% | Reduce -28.3% | 10,212 | $1.1M |
| Trivium Point Advisory, LLC | 0.12% | New | 10,110 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +121.0% | 10,079 | $1.1M |
| Money Concepts Capital Corp. | 0.07% | Reduce -37.2% | 10,036 | $1.1M |
| WJ Wealth Management, LLC | 0.34% | No change | 9,850 | $1.1M |
| Allen Capital Group, LLC | 0.11% | No change | 9,838 | $1.1M |
| Apollon Financial, LLC | 0.23% | Add +0.1% | 9,830 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +24.0% | 9,630 | $1.1M |
| Cascades Capital Asset Management, LLC | 0.55% | Add +15.5% | 9,585 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -1.6% | 9,527 | $1.0M |
| Brian Low Financial Group, LLC | 0.98% | — | 9,516 | $1.0M |
| &partners | 0.01% | Add +216.7% | 9,457 | $1.0M |
| Intellectus Partners, LLC | 0.22% | Reduce -0.3% | 9,404 | $1.0M |
| Calamos Wealth Management LLC | 0.04% | No change | 9,300 | $1.0M |
| Edgestream Partners, L.P. | 0.03% | New | 9,234 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -7.0% | 8,966 | $1.0M |
| Fortis Group Advisors, LLC | 0.18% | Reduce -22.1% | 8,893 | $993K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,050 | $991K |
| JTC Employer Solutions Trustee Ltd | 0.09% | No change | 9,011 | $987K |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -0.2% | 9,013 | $987K |
| Bramshill Investments, LLC | 0.10% | Reduce -10.0% | 9,000 | $986K |
| Modera Wealth Management, LLC | 0.01% | Add +1.9% | 8,994 | $985K |
| Yarbrough Capital, LLC | 0.04% | No change | 8,945 | $979K |
| Arax Advisory Partners | 0.04% | Add +6.9% | 8,935 | $978K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.4% | 8,876 | $972K |
| Ashton Thomas Private Wealth, LLC | 0.03% | No change | 8,817 | $965K |
| Keybank National Association | 0.00% | Reduce -2.1% | 8,810 | $965K |
| Kane Investment Management, Inc. | 0.51% | Reduce -2.2% | 8,800 | $964K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -14.2% | 8,744 | $957K |
| Pacific Sun Financial Corp | 0.50% | Reduce -4.3% | 8,720 | $955K |
| Main Street Financial Solutions, LLC | 0.07% | New | 8,707 | $953K |
| Jackson Square Capital, LLC | 0.21% | New | 8,701 | $953K |
| Smartleaf Asset Management LLC | 0.08% | Add +33960.0% | 8,515 | $918K |
| TruWealth Advisors, LLC | 0.05% | Add +6.1% | 8,351 | $914K |
| Altura Wealth Advisors Inc. | 0.50% | Add +0.4% | 8,219 | $900K |
| HRT Financial LP | 0.00% | Reduce -83.2% | 8,082 | $884K |
| Global Trust Asset Management, LLC | 0.47% | Add +754.5% | 7,990 | $875K |
| AE Wealth Management LLC | 0.01% | Add +13.3% | 7,973 | $873K |
| LMCG Investments, LLC | 0.05% | Reduce -7.0% | 7,782 | $852K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -4.0% | 7,781 | $852K |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 7,754 | $849K |
| Blair William & Co. | 0.00% | Add +0.3% | 7,571 | $829K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +4.4% | 7,532 | $825K |
| WBH Advisory Inc. | 0.07% | No change | 7,510 | $822K |
| Alpine Woods Capital Investors, LLC | 0.20% | No change | 7,500 | $821K |
| HBK Sorce Advisory LLC | 0.02% | No change | 7,487 | $820K |
| 360 Financial, Inc. | 0.25% | Reduce -3.2% | 7,287 | $798K |
| Quantinno Capital Management LP | 0.00% | New | 7,263 | $795K |
| World Investment Advisors | 0.02% | Add +15.1% | 7,261 | $795K |
| One Capital Management, LLC | 0.03% | Add +3.4% | 7,135 | $781K |
| Legacy Financial Strategies, LLC | 0.15% | Reduce -0.1% | 7,111 | $779K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -6.0% | 7,082 | $775K |
| Madison Wealth Partners, Inc | 0.16% | Reduce -0.8% | 6,882 | $754K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 6,850 | $750K |
| Private Trust Co. NA | 0.07% | Add +66.8% | 6,813 | $746K |
| Investment Management Corp. /Va/ | 0.68% | Add +49.0% | 6,804 | $745K |
| Monetary Management Group Inc. | 0.18% | No change | 6,725 | $736K |
| Triangle Securities Wealth Management | 0.18% | No change | 6,680 | $731K |
| Goelzer Investment Management, Inc. | 0.04% | Add +8.5% | 6,670 | $730K |
| Sterling Investment Counsel, LLC | 0.43% | Reduce -13.8% | 6,641 | $727K |
| Avantax Planning Partners, Inc. | 0.02% | New | 6,550 | $717K |
| SFG Wealth Management, LLC. | 0.43% | No change | 6,470 | $708K |
| Realta Investment Advisors | 0.28% | Add +361.6% | 6,416 | $703K |
| Rathbones Group PLC | 0.00% | No change | 6,360 | $696K |
| Novak & Powell Financial Services, Inc. | 0.48% | No change | 6,325 | $693K |
| Byrne Financial Freedom, LLC | 0.34% | Add +23.8% | 6,296 | $689K |
| United Capital Financial Advisors, LLC | 0.01% | Add +9.2% | 6,283 | $688K |
| Eldridge Investment Advisors, Inc. | 0.14% | New | 6,245 | $684K |
| Partners Capital Investment Group, LLP | 0.03% | New | 6,125 | $671K |
| Phillips Wealth Planners LLC | 0.60% | Add +3.5% | 6,010 | $668K |
| Kesler, Norman & Wride, LLC | 0.12% | Reduce -26.5% | 6,094 | $667K |
| Biondo Investment Advisors, LLC | 0.09% | Add +3.3% | 5,965 | $653K |
| Voya Financial Advisors, Inc. | 0.07% | New | 6,040 | $651K |
| Muirfield Wealth Advisors LLC | 0.52% | Reduce -14.8% | 5,918 | $648K |
| Benjamin Edwards Inc. | 0.01% | Reduce -38.6% | 5,857 | $641K |
| Western Wealth Management, LLC | 0.04% | Add +7.3% | 5,841 | $640K |
| Chatham Capital Group, Inc. | 0.10% | No change | 5,825 | $638K |
| Calton & Associates, Inc. | 0.11% | New | 5,711 | $625K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.8% | 5,705 | $625K |
| Plotkin Financial Advisors, LLC | 0.34% | No change | 5,695 | $624K |
| PFG Investments, LLC | 0.04% | Reduce -15.4% | 5,675 | $621K |
| Compound Planning, Inc. | 0.02% | Reduce -1.4% | 5,558 | $609K |
| TRUE Private Wealth Advisors | 0.07% | Add +88.6% | 5,526 | $605K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +81.3% | 5,492 | $601K |
| Ehrlich Financial Group | 0.39% | New | 5,454 | $597K |
| E&G Advisors, LLC | 0.15% | Reduce -2.3% | 5,305 | $581K |
| KWB Wealth | 0.07% | Reduce -30.8% | 6,509 | $579K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.1% | 5,250 | $575K |
| Silver Oak Securities, Incorporated | 0.05% | Add +1.4% | 5,244 | $574K |
| Wedbush Securities Inc. | 0.02% | Add +20.2% | 5,197 | $569K |
| Synovus Financial Corp. | 0.01% | No change | 5,092 | $558K |
| IFP Advisors, Inc | 0.02% | Add +0.6% | 5,090 | $557K |
| Headlands Technologies LLC | 0.07% | New | 5,064 | $555K |
| Breed's Hill Capital LLC | 0.26% | No change | 5,000 | $548K |
| Quantum Portfolio Management LLC | 0.26% | Reduce -1.2% | 4,940 | $541K |
| Rwa Wealth Partners, LLC | 0.01% | Add +36.6% | 4,919 | $539K |
| Haverford Trust Co | 0.01% | No change | 4,875 | $534K |
| Csenge Advisory Group | 0.03% | Reduce -85.8% | 5,108 | $529K |
| Pinnacle Family Advisors, LLC | 0.26% | Add +6.1% | 4,825 | $528K |
| Vontobel Holding Ltd. | 0.00% | Add +8.7% | 4,721 | $517K |
| Centaurus Financial, Inc. | 0.03% | Add +32.3% | 4,724 | $517K |
| L.M. Kohn & Company | 0.14% | New | 4,634 | $507K |
| AQR Capital Management | 0.00% | New | 4,629 | $507K |
| Argyle Capital Partners, LLC | 0.41% | New | 4,578 | $501K |
| Balboa Wealth Partners | 0.10% | New | 4,502 | $493K |
| Sandbox Financial Partners, LLC | 0.15% | Reduce -9.2% | 4,384 | $480K |
| Westfuller Advisors, LLC | 0.27% | No change | 4,355 | $477K |
| Sequent Planning LLC | 0.15% | Reduce -0.7% | 4,345 | $476K |
| Investmark Advisory Group LLC | 0.22% | No change | 4,288 | $470K |
| Florida Financial Advisors, LLC | 0.11% | Reduce -2.7% | 4,274 | $468K |
| Colton Groome Financial Advisors, LLC | 0.16% | New | 4,250 | $465K |
| Carret Asset Management, LLC | 0.05% | No change | 4,210 | $461K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.13% | No change | 4,200 | $460K |
| Cynosure Group, LLC | 0.05% | No change | 4,200 | $460K |
| Maxele Advisors, LLC | 0.40% | Reduce -0.5% | 4,160 | $456K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +44.3% | 4,145 | $454K |
| Trilogy Capital Inc. | 0.02% | Add +13.3% | 4,140 | $453K |
| Arlington Capital Management, Inc. | 0.39% | Reduce -84.5% | 4,116 | $451K |
| NorthCoast Asset Management LLC | 0.00% | Add +4.0% | 4,109 | $450K |
| Waterloo Capital, L.P. | 0.04% | New | 4,098 | $449K |
| Lanark Financial, Inc. | 0.04% | Add +133.9% | 4,093 | $448K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,085 | $447K |
| Y.D. More Investments Ltd | 0.03% | Add +8.8% | 4,070 | $445K |
| Colonial Trust Advisors | 0.04% | No change | 4,050 | $443K |
| MWA Asset Management | 0.27% | Add +0.5% | 4,040 | $442K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $438K |
| Matthew Goff Investment Advisor, LLC | 0.08% | No change | 3,957 | $433K |
| Canal Capital Management, LLC | 0.07% | Reduce -8.4% | 3,935 | $431K |
| J2 Capital Management Inc | 0.34% | New | 3,921 | $429K |
| Fifth Third Bancorp | 0.00% | Add +14.9% | 3,883 | $425K |
| GC Wealth Management RIA, LLC | 0.03% | New | 3,858 | $422K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.5% | 3,802 | $416K |
| Larson Financial Group LLC | 0.02% | Add +6.1% | 3,790 | $415K |
| ORG Partners LLC | 0.09% | Reduce -40.9% | 3,825 | $414K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 3,775 | $413K |
| GeoWealth Management, LLC | 0.02% | Add +3.5% | 3,735 | $409K |
| Dakota Wealth Management | 0.01% | Reduce -29.3% | 3,692 | $404K |
| Samalin Investment Counsel, LLC | 0.15% | Add +1.4% | 3,650 | $400K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.4% | 3,635 | $398K |
| Millennium Capital Advisors, LLC | 0.26% | No change | 3,614 | $396K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,595 | $394K |
| Dupree Financial Group, LLC | 0.15% | Reduce -1.1% | 3,589 | $393K |
| Fortis Capital Management LLC | 0.06% | Reduce -0.3% | 3,550 | $389K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -12.7% | 3,711 | $386K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 3,500 | $383K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 3,395 | $372K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +54.8% | 3,375 | $370K |
| Gsa Capital Partners LLP | 0.03% | Reduce -28.4% | 3,333 | $365K |
| RB Capital Management, LLC | 0.09% | No change | 3,300 | $361K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.5% | 3,296 | $361K |
| SOA Wealth Advisors, LLC. | 0.07% | No change | 3,295 | $361K |
| Aire Advisors, LLC | 0.07% | Add +12.4% | 3,293 | $361K |
| Wealth Advisors of Tampa Bay, LLC | 0.13% | No change | 3,268 | $358K |
| Purus Wealth Management, LLC | 0.12% | Reduce -3.4% | 3,257 | $357K |
| First Foundation Advisors | 0.01% | No change | 3,257 | $357K |
| Sharp Wealth Advisory, LLC | 0.23% | Add +27.6% | 3,246 | $355K |
| Drive Wealth Management, LLC | 0.08% | Add +11.7% | 3,238 | $355K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -17.1% | 3,234 | $354K |
| Garrett Wealth Advisory Group, LLC | 0.07% | No change | 3,201 | $351K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 3,189 | $349K |
| Cypress Capital Management LLC (WY) | 0.38% | Reduce -1.1% | 3,177 | $348K |
| Kingsman Wealth Management, Inc. | 0.22% | No change | 3,175 | $348K |
| Ascent Group, LLC | 0.01% | Reduce -5.0% | 3,155 | $345K |
| Whalen Wealth Management Inc. | 0.22% | New | 3,147 | $345K |
| Interchange Capital Partners, LLC | 0.08% | Add +0.2% | 3,136 | $343K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -0.2% | 3,128 | $343K |
| Abbot Financial Management, Inc. | 0.16% | No change | 3,100 | $339K |
| Ceera Investments, LLC | 0.10% | No change | 3,055 | $335K |
| Brighton Jones LLC | 0.01% | New | 3,034 | $332K |
| Gruss & Co., LLC | 1.54% | No change | 3,000 | $329K |
| Tranquilli Financial Advisor LLC | 0.20% | Reduce -8.4% | 2,986 | $327K |
| Ibex Wealth Advisors | 0.03% | Reduce -85.1% | 2,984 | $327K |
| Harvest Investment Services, LLC | 0.07% | Reduce -4.8% | 2,948 | $323K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 2,932 | $321K |
| Kingsview Wealth Management, LLC | 0.01% | New | 2,928 | $321K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $320K |
| ABLE Financial Group, LLC | 0.08% | Add +16.9% | 2,884 | $316K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.8% | 2,878 | $315K |
| Old Mission Capital LLC | 0.01% | Reduce -83.0% | 2,849 | $312K |
| Blue Chip Partners, LLC | 0.03% | No change | 2,845 | $312K |
| Bayesian Capital Management, LP | 0.05% | New | 2,800 | $307K |
| Clark Asset Management, LLC | 0.04% | No change | 2,795 | $306K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -0.9% | 2,770 | $303K |
| Ironwood Financial, llc | 0.07% | No change | 3,405 | $303K |
| Ring Mountain Capital, LLC | 0.18% | Reduce -0.6% | 2,727 | $303K |
| Fortis Capital Advisors, LLC | 0.05% | New | 2,745 | $301K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,742 | $300K |
| Garde Capital, Inc. | 0.02% | No change | 2,732 | $299K |
| Ogorek Anthony Joseph /NY/ | 0.09% | Reduce -3.9% | 2,711 | $296K |
| Choreo, LLC | 0.00% | Reduce -18.9% | 2,676 | $293K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.5% | 2,640 | $289K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -40.6% | 2,860 | $286K |
| Tradewinds, LLC. | 0.22% | New | 2,606 | $285K |
| Merkkuri Wealth Advisors LLC | 0.22% | Reduce -30.8% | 2,606 | $285K |
| DMC Group, LLC | 0.22% | New | 2,576 | $282K |
| Beacon Financial Group | 0.03% | Reduce -8.5% | 2,574 | $282K |
| Colonial Trust Co / SC | 0.04% | No change | 2,555 | $280K |
| Hanson & Doremus Investment Management | 0.04% | No change | 2,540 | $278K |
| Essex Bank | 0.07% | No change | 2,525 | $276K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,520 | $276K |
| Middleton & Co. Inc. | 0.03% | No change | 2,500 | $274K |
| Dimension Capital Management LLC | 0.04% | New | 2,464 | $270K |
| Thrive Capital Management, LLC | 0.08% | New | 2,455 | $269K |
| Bullseye Investment Management, LLC | 0.17% | No change | 3,008 | $268K |
| Level Four Advisory Services, LLC | 0.01% | Add +4.1% | 2,435 | $267K |
| Ayalon Insurance Comp Ltd. | 0.08% | No change | 2,425 | $266K |
| Summit X, LLC | 0.05% | Reduce -4.8% | 2,423 | $265K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -2.2% | 2,420 | $265K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,375 | $260K |
| Ceeto Capital Group, LLC | 0.09% | No change | 2,375 | $260K |
| Kraft, Davis & Associates, LLC | 0.07% | New | 2,285 | $258K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,310 | $257K |
| Nixon Peabody Trust Co. | 0.02% | New | 2,328 | $255K |
| Tyche Wealth Partners LLC | 0.05% | No change | 2,320 | $254K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.7% | 2,315 | $253K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -4.4% | 2,310 | $253K |
| Canvas Wealth Advisors, LLC | 0.05% | New | 2,239 | $253K |
| Ignite Planners, LLC | 0.04% | New | 2,272 | $252K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,269 | $248K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -3.2% | 2,250 | $246K |
| LPWM LLC | 0.07% | New | 2,250 | $246K |
| Vigilare Wealth Management | 0.09% | Reduce -7.3% | 2,238 | $245K |
| Brookwood Investment Group LLC | 0.04% | New | 2,235 | $245K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.0% | 2,213 | $243K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,215 | $243K |
| MMBG Investment Advisors Co. | 0.02% | Reduce -86.6% | 2,200 | $241K |
| Arkadios Wealth Advisors | 0.01% | New | 2,189 | $240K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -40.0% | 2,184 | $239K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.2% | 2,183 | $239K |
| NWF Advisory Services Inc. | 0.03% | Reduce -12.1% | 2,182 | $239K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,175 | $238K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -11.7% | 2,174 | $238K |
| Brown Advisory Inc. | 0.00% | New | 2,160 | $237K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.3% | 2,140 | $234K |
| Financial Advisors, LLC | 0.04% | New | 2,125 | $233K |
| Continuum Wealth Advisors, LLC | 0.11% | New | 2,123 | $232K |
| Prairie Wealth Advisors, Inc. | 0.10% | New | 2,112 | $231K |
| McGuire Investment Group, LLC | 0.03% | New | 2,107 | $231K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,104 | $230K |
| Embree Financial Group | 0.03% | New | 2,057 | $225K |
| Howard Financial Services, LTD. | 0.03% | New | 2,038 | $223K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +8.8% | 2,035 | $223K |
| Financial Life Planners | 0.18% | Add +17.3% | 2,024 | $222K |
| Cadence Bank | 0.01% | New | 2,022 | $221K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 2,000 | $219K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,995 | $218K |
| TAGStone Capital, Inc. | 0.09% | New | 1,991 | $218K |
| First International Bank of Israel Ltd. | 0.13% | — | 1,977 | $216K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -16.8% | 1,971 | $216K |
| Signaturefd, LLC | 0.00% | Reduce -6.0% | 1,962 | $215K |
| Ellis Investment Partners, LLC | 0.04% | New | 1,955 | $214K |
| Maltin Wealth Management, Inc. | 0.10% | New | 1,945 | $213K |
| Coldstream Capital Management Inc. | 0.00% | Add +1.3% | 1,940 | $212K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -62.5% | 1,930 | $211K |
| Tocqueville Asset Management L.P. | 0.00% | New | 1,920 | $210K |
| Winthrop Advisory Group LLC | 0.02% | New | 1,912 | $209K |
| Astoria Portfolio Advisors LLC. | 0.06% | Reduce -28.5% | 1,859 | $208K |
| High Note Wealth, LLC | 0.05% | No change | 1,885 | $206K |
| Comprehensive Financial Planning, Inc. | 0.16% | Add +2.7% | 1,875 | $205K |
| M&T Bank Corp | 0.00% | New | 1,870 | $205K |
| Norden Group LLC | 0.02% | New | 1,865 | $204K |
| Arlington Trust Co LLC | 0.04% | No change | 1,860 | $204K |
| Regions Financial Corp. | 0.00% | New | 1,852 | $203K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 1,834 | $201K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,800 | $197K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -22.6% | 1,787 | $196K |
| Global Retirement Partners, LLC | 0.00% | — | 1,679 | $184K |
| Financial Freedom, LLC | 0.10% | Reduce -26.0% | 1,637 | $179K |
| Oak Family Advisors, LLC | 0.06% | New | 1,580 | $173K |
| Icon Wealth Advisors, LLC | 0.01% | Add +23.9% | 1,418 | $155K |
| CoreCap Advisors, LLC | 0.01% | Reduce -21.8% | 1,394 | $153K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.1% | 1,193 | $131K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +17.2% | 1,097 | $120K |
| Copia Wealth Management | 0.10% | Reduce -65.4% | 1,086 | $119K |
| Harbor Asset Planning, Inc. | 0.11% | — | 1,077 | $118K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,010 | $111K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 912 | $100K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $99K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -22.6% | 900 | $99K |
| Hurley Capital, LLC | 0.07% | No change | 895 | $98K |
| Winthrop Capital Management, LLC | 0.02% | Reduce -12.4% | 885 | $97K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.6% | 869 | $95K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $93K |
| Murphy & Mullick Capital Management Corp | 0.07% | Reduce -8.4% | 817 | $89K |
| PEAK6 LLC | 0.00% | Reduce -94.4% | 810 | $89K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 775 | $85K |
| Brooklyn Investment Group | 0.01% | New | 765 | $84K |
| Exchange Traded Concepts, LLC | 0.00% | New | 749 | $82K |
| Capital Investment Counsel, Inc | 0.01% | Add +464.0% | 705 | $77K |
| LOM Asset Management Ltd | 0.03% | — | 700 | $77K |
| Webster Bank, N. A. | 0.01% | No change | 684 | $75K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -34.4% | 682 | $75K |
| SouthState Bank Corp | 0.00% | Add +1.4% | 664 | $73K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $71K |
| GFG Capital, LLC | 0.02% | New | 645 | $71K |
| Investors Research Corp | 0.01% | No change | 625 | $68K |
| Delta Asset Management LLC | 0.01% | No change | 625 | $68K |
| Abound Wealth Management | 0.02% | No change | 590 | $65K |
| Opal Wealth Advisors, LLC | 0.02% | New | 584 | $64K |
| Glenmede Investment Management, LP | 0.00% | — | 576 | $63K |
| Ameriflex Group, Inc. | 0.03% | New | 576 | $63K |
| Addison Advisors LLC | 0.02% | No change | 565 | $62K |
| Aventura Private Wealth, LLC | 0.03% | New | 562 | $62K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 540 | $59K |
| Capital Analysts, LLC | 0.00% | No change | 535 | $59K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 513 | $56K |
| Fortitude Family Office, LLC | 0.02% | No change | 500 | $55K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $55K |
| Redwood Park Advisors LLC | 0.04% | No change | 494 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 491 | $54K |
| Joseph Group Capital Management | 0.02% | No change | 490 | $54K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -51.3% | 485 | $53K |
| Tortoise Investment Management, LLC | 0.01% | Add +26.7% | 475 | $52K |
| Resources Management Corp. /CT/ | 0.01% | Add +29.0% | 445 | $49K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 440 | $48K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 433 | $47K |
| Fairscale Capital, LLC | 0.03% | New | 420 | $47K |
| Montag A & Associates Inc. | 0.00% | No change | 428 | $47K |
| Bristlecone Advisors, LLC | 0.00% | No change | 425 | $47K |
| FWL Investment Management, LLC | 0.01% | Add +339.8% | 409 | $45K |
| Hollencrest Capital Management | 0.00% | New | 396 | $43K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +2578.6% | 375 | $41K |
| Morse Asset Management, Inc | 0.01% | No change | 371 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +9.4% | 349 | $38K |
| Luminist Capital LLC | 0.04% | New | 350 | $38K |
| NFSG Corp | 0.01% | Add +72.5% | 345 | $38K |
| Anchor Investment Management, LLC | 0.00% | No change | 339 | $37K |
| Whittier Trust Co. | 0.00% | No change | 320 | $35K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 315 | $34K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -45.1% | 309 | $34K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 300 | $33K |
| Crewe Advisors LLC | 0.00% | No change | 292 | $32K |
| Archer Investment Corp | 0.01% | No change | 290 | $32K |
| Pinney & Scofield, Inc. | 0.02% | No change | 280 | $31K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 276 | $30K |
| Pflug Koory, LLC | 0.01% | No change | 265 | $29K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $28K |
| Chung Wu Investment Group, LLC | 0.03% | New | 250 | $27K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $25K |
| AlphaCore Capital LLC | 0.00% | Reduce -88.1% | 225 | $25K |
| Sound Income Strategies, LLC | 0.00% | New | 211 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 210 | $23K |
| Darwin Wealth Management, LLC | 0.01% | Add +3.5% | 207 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -16.7% | 200 | $22K |
| Byrne Asset Management LLC | 0.02% | No change | 190 | $21K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 174 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 170 | $19K |
| Wagner Wealth Management, LLC | 0.00% | Add +69.2% | 159 | $17K |
| Vision Financial Markets LLC | 0.02% | No change | 151 | $17K |
| BlackRock, Inc. | 0.00% | New | 150 | $16K |
| Briaud Financial Planning Inc | 0.01% | New | 150 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 137 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 134 | $15K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | New | 127 | $14K |
| Biltmore Family Office, LLC | 0.00% | No change | 125 | $14K |
| Total Investment Management Inc. | 0.00% | New | 125 | $14K |
| Coastline Trust Co | 0.00% | No change | 125 | $14K |
| Bessemer Group Inc. | 0.00% | Reduce -98.3% | 118 | $13K |
| IMG Wealth Management, Inc. | 0.01% | No change | 115 | $13K |
| Flagship Wealth Advisors, LLC | 0.00% | Reduce -17.9% | 115 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 115 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 115 | $13K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 110 | $12K |
| Founders Capital Management | 0.01% | New | 100 | $11K |
| Westside Investment Management, Inc. | 0.00% | New | 100 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 97 | $11K |
| Nemes Rush Group LLC | 0.00% | No change | 96 | $11K |
| Beacon Capital Management, LLC | 0.00% | Reduce -50.0% | 88 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 85 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 78 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 70 | $8K |
| EPG Wealth Management LLC | 0.00% | New | 66 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $7K |
| Barrett & Company, Inc. | 0.00% | New | 65 | $7K |
| Tidemark, LLC | 0.00% | No change | 55 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 40 | $4K |
| Blue Trust, Inc. | 0.00% | Add +153.3% | 38 | $4K |
| Millstone Evans Group, LLC | 0.00% | New | 37 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 35 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 35 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -40.0% | 30 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 28 | $3K |
| Cordant, Inc. | 0.00% | New | 22 | $2K |
| Navigoe, LLC | 0.00% | No change | 20 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $1K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $1K |
| West Branch Capital LLC | 0.00% | No change | 10 | $1K |
| Kiker Wealth Management, LLC | 0.00% | No change | 9 | $986 |
| Legacy Bridge, LLC | 0.00% | New | 4 | $438 |
| Eq Wealth Advisors, LLC | 0.00% | No change | 1 | $110 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.