iShares Expanded Tech-SoftwaIGVETF
13F holders, Q3 2025 (September 30)658holders −28
63new positions
88sold out
5famous investors
$112.25avg. 13F price*
At the end of Q3 2025, 658 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, down 28 from Q2 2025. 63 opened new positions and 88 sold out. The largest holders were Bank of America Corp. ($589.7M), Morgan Stanley ($419.2M) and JPMorgan Chase & Co. ($314.3M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $114.3M |
| Exits | 88 | $261.8M |
All 13F filers, Q2 2025 → Q3 2025: 5,632,210 shares bought and 25,251,833 shares sold, net −19,619,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 658 holders
| Bank of America Corp. | 0.04% | Reduce -35.0% | 5,127,527 | $589.7M |
| Morgan Stanley | 0.03% | Reduce -12.8% | 3,644,645 | $419.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -20.1% | 2,733,186 | $314.3M |
| Migdal Insurance & Financial Holdings Ltd. | 3.37% | No change | 2,719,572 | $312.8M |
| BNP Paribas Financial Markets | 0.23% | Add +480.7% | 2,508,060 | $288.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -6.7% | 2,217,491 | $255.0M |
| Menora Mivtachim Holdings LTD. | 1.18% | Add +0.3% | 2,028,051 | $233.2M |
| Citigroup Inc. | 0.16% | Add +123.1% | 2,019,355 | $232.2M |
| Clal Insurance Enterprises Holdings Ltd | 1.65% | No change | 1,881,000 | $216.3M |
| LPL Financial LLC | 0.06% | Reduce -16.8% | 1,861,029 | $214.0M |
| UBS Group AG | 0.04% | Reduce -27.9% | 1,707,063 | $196.3M |
| Wells Fargo & Company | 0.04% | Reduce -8.2% | 1,618,813 | $186.2M |
| Phoenix Financial Ltd. | 1.85% | Reduce -2.4% | 1,320,685 | $151.9M |
| Main Management ETF Advisors, LLC | 5.07% | Reduce -28.7% | 1,190,154 | $136.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | No change | 1,100,000 | $126.5M |
| Royal Bank of Canada | 0.02% | Reduce -19.6% | 832,494 | $95.7M |
| Foundations Investment Advisors, LLC | 1.35% | Add +52.2% | 804,624 | $92.5M |
| Fisher Asset Management | 0.03% | Reduce -5.5% | 750,426 | $86.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.74% | Reduce -56.2% | 716,675 | $82.4M |
| Nan Shan Life Insurance Co., Ltd. | 1.53% | Reduce -4.1% | 627,527 | $72.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.5% | 606,003 | $69.7M |
| Franklin Resources Inc. | 0.02% | Reduce -11.9% | 536,752 | $61.7M |
| Corient Private Wealth LP | 0.08% | Add +273.4% | 439,967 | $50.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -6.5% | 439,855 | $50.6M |
| SP Asset Management LLC | 3.85% | Reduce -1.2% | 421,266 | $48.4M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -6.7% | 412,770 | $47.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -83.0% | 408,282 | $47.0M |
| Stifel Financial Corp. | 0.04% | Reduce -21.9% | 401,994 | $46.2M |
| Twin Tree Management, LP | 1.99% | Reduce -59.2% | 371,495 | $42.7M |
| MML Investors Services, LLC | 0.11% | Add +3.8% | 366,631 | $42.2M |
| Waverly Advisors, LLC | 0.41% | Add +34.5% | 358,793 | $41.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -5.5% | 344,464 | $38.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -89.5% | 332,513 | $38.2M |
| Main Management LLC | 2.70% | Reduce -27.0% | 320,105 | $36.8M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +6.9% | 303,010 | $34.8M |
| Cetera Investment Advisers | 0.04% | Reduce -15.9% | 299,016 | $34.4M |
| Wellspring Financial Advisors, LLC | 2.97% | Add +0.0% | 1,611,148 | $32.3M |
| Barings LLC | 0.61% | No change | 271,138 | $31.2M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -86.4% | 253,009 | $29.1M |
| Equitable Holdings, Inc. | 0.21% | Add +3.5% | 249,503 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -12.4% | 247,803 | $28.5M |
| SPC Financial, Inc. | 2.20% | Add +1.2% | 244,572 | $28.1M |
| Capital Fund Management S.A. | 0.21% | New | 187,218 | $21.5M |
| Anfield Capital Management, LLC | 6.17% | Add +31.4% | 182,292 | $21.0M |
| Barclays PLC | 0.01% | Reduce -27.1% | 175,834 | $20.2M |
| Crestwood Advisors Group, LLC | 0.33% | Reduce -9.7% | 169,479 | $19.5M |
| Cwm, LLC | 0.06% | Add +1.4% | 163,956 | $18.9M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -14.6% | 160,944 | $18.5M |
| Private Capital Advisors, Inc. | 2.00% | New | 156,320 | $18.0M |
| Mariner, LLC | 0.02% | Reduce -0.1% | 153,689 | $17.7M |
| Jump Financial, LLC | 0.23% | New | 152,095 | $17.5M |
| Noesis Capital Mangement Corp. | 2.71% | Add +1.2% | 152,003 | $17.5M |
| Black Swift Group, LLC | 3.01% | Reduce -7.0% | 148,640 | $17.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -34.6% | 133,287 | $15.3M |
| Fiduciary Trust Co | 0.17% | Reduce -1.7% | 130,761 | $15.0M |
| Lowe Brockenbrough & Co. Inc. | 0.77% | Add +0.7% | 130,398 | $15.0M |
| MinichMacGregor Wealth Management, LLC | 2.75% | Add +4.0% | 122,561 | $14.1M |
| Truist Financial Corp. | 0.02% | Reduce -93.0% | 121,911 | $14.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -46.3% | 121,218 | $13.9M |
| Advisory Services Network, LLC | 0.20% | Add +3.2% | 121,083 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.6% | 118,675 | $13.6M |
| Baker Avenue Asset Management, LP | 0.31% | Add +4.6% | 112,377 | $12.9M |
| Legacy Edge Advisors, LLC | 1.49% | Add +9.1% | 109,755 | $12.6M |
| Focus Partners Wealth | 0.02% | Add +59.2% | 109,661 | $12.5M |
| Chicago Wealth Management, Inc. | 5.35% | Add +0.4% | 106,741 | $12.3M |
| Gemmer Asset Management LLC | 0.98% | Reduce -9.1% | 106,024 | $12.2M |
| Lido Advisors, LLC | 0.05% | Reduce -4.4% | 103,146 | $11.9M |
| Prospera Financial Services Inc | 0.20% | Add +1.7% | 102,236 | $11.8M |
| Bank Hapoalim BM | 1.47% | Reduce -1.6% | 98,980 | $11.4M |
| NewEdge Advisors, LLC | 0.05% | Add +8.2% | 96,484 | $11.1M |
| Citadel Advisors | 0.01% | Add +214.4% | 94,790 | $10.9M |
| HRT Financial LP | 0.04% | Add +1055.5% | 93,389 | $10.7M |
| Captrust Financial Advisors | 0.02% | Add +1.7% | 91,759 | $10.6M |
| Seven Springs Wealth Group, LLC | 2.55% | Add +11.7% | 89,836 | $10.3M |
| Altus Wealth Management, LLC | 4.54% | Add +0.9% | 89,220 | $10.3M |
| D.A. Davidson & Co. | 0.06% | Reduce -1.0% | 87,536 | $10.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -29.0% | 85,475 | $9.8M |
| Avalon Capital Management | 2.41% | Reduce -8.8% | 85,450 | $9.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -76.3% | 85,043 | $9.8M |
| Principle Wealth Partners LLC | 0.55% | Reduce -1.9% | 82,219 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.7% | 81,754 | $9.4M |
| Silverleafe Capital Partners, LLC | 2.87% | Add +5.5% | 80,709 | $9.3M |
| Riggs Asset Managment Co. Inc. | 1.96% | Reduce -7.8% | 78,589 | $9.0M |
| Dash Acquisitions Inc. | 1.79% | New | 78,346 | $9.0M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Reduce -0.6% | 74,856 | $8.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.8% | 69,167 | $8.0M |
| Kwmg, LLC | 0.69% | Add +1.0% | 68,615 | $7.9M |
| Atom Investors LP | 0.58% | Add +193.7% | 66,735 | $7.7M |
| IronBridge Private Wealth, LLC | 2.38% | Reduce -35.8% | 65,473 | $7.5M |
| Prudential PLC | 0.06% | Reduce -71.7% | 65,333 | $7.5M |
| Avestar Capital, LLC | 0.52% | Reduce -10.1% | 63,630 | $7.3M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -1.3% | 61,773 | $7.2M |
| Atria Investments, Inc | 0.08% | Reduce -27.0% | 61,590 | $7.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.7% | 61,246 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Add +15.2% | 60,667 | $7.0M |
| Jones Financial Companies LLLP | 0.00% | Add +17.8% | 59,921 | $6.9M |
| SFI Advisors, LLC | 4.33% | Reduce -1.9% | 59,158 | $6.8M |
| Jmac Enterprises LLC | 1.33% | Add +1.4% | 58,298 | $6.7M |
| Well Done, LLC | 1.14% | Add +5.7% | 58,105 | $6.7M |
| Sage Advisory Services, Ltd.Co. | 3.48% | Add +1.5% | 57,670 | $6.6M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +0.0% | 55,013 | $6.3M |
| Silver Coast Investments LLC | 2.17% | Add +0.6% | 54,958 | $6.3M |
| Deltec Asset Management LLC | 1.04% | Reduce -11.3% | 54,700 | $6.3M |
| Jefferies Financial Group Inc. | 0.06% | Add +133.0% | 54,047 | $6.2M |
| Sfmg, LLC | 0.42% | Add +1.5% | 53,118 | $6.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.11% | Reduce -13.1% | 53,114 | $6.1M |
| Bawa N Mallick Trust | 2.22% | No change | 51,001 | $5.9M |
| Sigma Planning Corp | 0.16% | Add +9.6% | 49,913 | $5.7M |
| Cadent Capital Advisors, LLC | 1.52% | Add +0.1% | 49,843 | $5.7M |
| Ieq Capital, LLC | 0.02% | Add +15.0% | 49,687 | $5.7M |
| Tepp RIA, LLC | 6.40% | Add +96.1% | 48,980 | $5.6M |
| Holderness Investments Co. | 1.15% | Reduce -1.3% | 48,929 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.9% | 48,028 | $5.5M |
| Cottonwood Capital Advisors, LLC | 3.96% | Add +6.6% | 47,237 | $5.4M |
| KKM Financial LLC | 1.69% | Add +3.1% | 46,758 | $5.4M |
| BlueCrest Capital Management Ltd | 0.38% | New | 46,000 | $5.3M |
| FMR LLC | 0.00% | Add +3.6% | 45,902 | $5.3M |
| Bienville Capital Management, LLC | 0.97% | Add +3.9% | 44,238 | $5.1M |
| StoneCrest Wealth Management, Inc. | 2.22% | Add +1.6% | 44,119 | $5.1M |
| Patten & Patten Inc. | 0.29% | Reduce -2.7% | 43,612 | $5.0M |
| Stephens Inc. | 0.06% | Reduce -13.4% | 40,732 | $4.7M |
| Creative Planning | 0.00% | Add +7.2% | 40,412 | $4.6M |
| Maven Securities LTD | 0.88% | Reduce -51.3% | 39,942 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.8% | 39,518 | $4.5M |
| National Philanthropic Trust | 0.05% | No change | 39,350 | $4.5M |
| Grandview Asset Management LLC | 1.25% | Add +5.8% | 38,632 | $4.4M |
| OneAscent Wealth Management LLC | 1.47% | New | 37,927 | $4.4M |
| Members Advisory Group LLC | 1.52% | Add +7.3% | 37,358 | $4.3M |
| Jasper Ridge Partners, L.P. | 0.10% | Reduce -11.9% | 37,175 | $4.3M |
| AdvisorNet Financial, Inc | 0.24% | Add +11.7% | 37,143 | $4.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.2% | 36,772 | $4.2M |
| Sharper & Granite LLC | 1.51% | Add +61.6% | 36,655 | $4.2M |
| Jackson Square Capital, LLC | 0.88% | Add +304.5% | 35,192 | $4.0M |
| IFG Advisory, LLC | 0.18% | Add +3.8% | 34,132 | $3.9M |
| Independent Financial Group, LLC | 0.09% | Add +56.7% | 33,817 | $3.9M |
| Valley Wealth Managers, Inc. | 0.26% | Reduce -22.3% | 33,621 | $3.9M |
| Tudor Financial Inc. | 2.00% | Reduce -0.6% | 32,729 | $3.8M |
| Peak Financial Advisors LLC | 1.76% | Add +0.8% | 31,974 | $3.7M |
| Squarepoint Ops LLC | 0.01% | New | 31,143 | $3.6M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -36.4% | 30,877 | $3.6M |
| Castle Rock Wealth Management, LLC | 0.77% | Add +14.3% | 30,025 | $3.5M |
| Sowell Financial Services LLC | 0.13% | Reduce -6.6% | 30,116 | $3.5M |
| Cerity Partners LLC | 0.01% | Reduce -0.7% | 29,971 | $3.4M |
| Capstone Wealth Management Group, LLC | 1.46% | Reduce -5.7% | 29,879 | $3.4M |
| GTS Securities LLC | 0.13% | New | 29,059 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +15.9% | 28,901 | $3.3M |
| Strategic Blueprint, LLC | 0.14% | Reduce -1.0% | 28,385 | $3.3M |
| FDx Advisors, Inc. | 0.98% | Reduce -6.7% | 28,203 | $3.3M |
| Rockingstone Advisors LLC | 1.61% | Reduce -0.2% | 28,285 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -4.3% | 28,149 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 28,062 | $3.2M |
| Guerra Pan Advisors, LLC | 1.95% | Reduce -0.4% | 28,026 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Add +3.4% | 27,972 | $3.2M |
| Moore Capital Management, LP | 0.07% | Reduce -11.8% | 27,905 | $3.2M |
| Massachusetts Wealth Management | 1.56% | Add +6.7% | 27,422 | $3.2M |
| Provenance Wealth Advisors, LLC | 0.40% | No change | 27,152 | $3.1M |
| Stone Summit Wealth LLC | 0.88% | Reduce -8.3% | 27,092 | $3.1M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -4.7% | 26,627 | $3.1M |
| Terra Nova Asset Management LLC | 1.87% | Add +2.4% | 25,816 | $3.0M |
| MGB Wealth Management, LLC | 0.83% | Add +0.5% | 25,622 | $2.9M |
| Curio Wealth, LLC | 1.16% | No change | 24,491 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -67.2% | 24,004 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 23,869 | $2.7M |
| Great Diamond Partners, LLC | 0.52% | Reduce -0.1% | 23,088 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -3.5% | 22,882 | $2.6M |
| GC Wealth Management RIA, LLC | 0.09% | Add +482.5% | 22,474 | $2.6M |
| Guardian Asset Advisors, LLC | 1.37% | Add +0.4% | 22,157 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -72.6% | 22,042 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | Add +78.2% | 21,534 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.7% | 21,333 | $2.5M |
| OP Asset Management Ltd | 0.03% | New | 21,209 | $2.4M |
| Caliber Wealth Management, LLC / KS | 0.27% | Reduce -1.3% | 20,716 | $2.4M |
| Valley National Advisers Inc. | 0.36% | Reduce -1.3% | 20,485 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -43.4% | 20,369 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -35.1% | 20,368 | $2.3M |
| Venturi Wealth Management, LLC | 0.11% | Add +37.4% | 20,343 | $2.3M |
| Leuthold Group, LLC | 0.25% | Reduce -3.6% | 20,069 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -33.8% | 20,013 | $2.3M |
| Raab & Moskowitz Asset Management LLC | 0.52% | Add +19.0% | 20,011 | $2.3M |
| Personal Cfo Solutions, LLC | 0.40% | Add +6.7% | 19,687 | $2.3M |
| Clearstead Advisors, LLC | 0.03% | Add +53.3% | 19,328 | $2.2M |
| Liberty Square Wealth Partners LLC | 0.68% | Reduce -0.8% | 19,180 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -10.7% | 19,177 | $2.2M |
| Quantbot Technologies LP | 0.06% | New | 19,000 | $2.2M |
| Comerica Bank | 0.01% | Reduce -35.6% | 18,993 | $2.2M |
| Dynamic Wealth Strategies, LLC | 1.44% | New | 18,682 | $2.1M |
| Future Financial Wealth Managment LLC | 1.35% | Reduce -6.5% | 18,659 | $2.1M |
| Tritonpoint Wealth, LLC | 0.18% | Reduce -0.8% | 18,567 | $2.1M |
| Patten Group, Inc. | 0.40% | Reduce -3.8% | 17,947 | $2.1M |
| National Bank of Canada | 0.00% | Reduce -0.4% | 17,926 | $2.1M |
| Founders Financial Securities LLC | 0.14% | Reduce -0.4% | 17,814 | $2.0M |
| OneAscent Financial Services LLC | 0.14% | New | 17,668 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Add +11.3% | 17,667 | $2.0M |
| Harmony Asset Management LLC | 0.67% | Add +23.4% | 16,999 | $2.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +28.8% | 16,993 | $2.0M |
| Clarius Group, LLC | 0.11% | No change | 16,733 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -8.1% | 16,339 | $1.9M |
| Summit Financial, LLC | 0.03% | Add +48.3% | 16,336 | $1.9M |
| Horizon Investments, LLC | 0.02% | Add +0.4% | 16,226 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.4% | 16,214 | $1.9M |
| Paragon Financial Partners, Inc. | 1.17% | No change | 16,108 | $1.9M |
| Harbour Investments, Inc. | 0.04% | Add +9.4% | 15,992 | $1.8M |
| Empirical Asset Management, LLC | 0.51% | Reduce -0.3% | 15,983 | $1.8M |
| Runnymede Capital Advisors, Inc. | 1.50% | Reduce -20.0% | 15,842 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -43.0% | 15,839 | $1.8M |
| Sax Wealth Advisors, LLC | 0.10% | Add +15.6% | 15,682 | $1.8M |
| Eisler Capital Management Ltd. | 0.04% | New | 15,474 | $1.8M |
| Lee Johnson Capital Management, LLC | 0.59% | Add +1.0% | 15,476 | $1.8M |
| Arkansas Financial Group, Inc. | 0.26% | Add +2.3% | 15,333 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.8% | 15,280 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Reduce -1.3% | 14,878 | $1.7M |
| NTV Asset Management LLC | 0.19% | Reduce -3.3% | 14,844 | $1.7M |
| Segment Wealth Management, LLC | 0.10% | Reduce -23.2% | 14,496 | $1.7M |
| US Bancorp \de | 0.00% | Add +12.6% | 14,480 | $1.7M |
| NorthRock Partners, LLC | 0.03% | Add +576.5% | 14,477 | $1.7M |
| GPS Wealth Strategies Group, LLC | 0.18% | Reduce -4.8% | 14,425 | $1.7M |
| Blue Fin Capital, Inc. | 0.26% | Add +2.9% | 14,154 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.78% | Add +0.4% | 14,069 | $1.6M |
| Triumph Capital Management | 0.44% | Add +4.3% | 14,047 | $1.6M |
| Moneco Advisors, LLC | 0.13% | New | 13,918 | $1.6M |
| Westwind Capital | 0.33% | Add +4.9% | 13,863 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -6.1% | 13,746 | $1.6M |
| Genesee Capital Advisors, LLC | 0.69% | Add +1.5% | 13,745 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.0% | 13,694 | $1.6M |
| Allworth Financial LP | 0.01% | Add +2.3% | 13,681 | $1.6M |
| Columbus Macro, LLC | 0.18% | Reduce -2.5% | 13,674 | $1.6M |
| IAM Advisory, LLC | 0.35% | Reduce -11.4% | 13,572 | $1.6M |
| XTX Topco Ltd | 0.08% | New | 13,559 | $1.6M |
| WestEnd Advisors, LLC | 0.04% | Reduce -99.2% | 13,551 | $1.6M |
| Mgo One Seven LLC | 0.04% | Reduce -2.6% | 13,201 | $1.5M |
| Montis Financial, LLC | 0.35% | Reduce -4.6% | 13,175 | $1.5M |
| Nwam LLC | 0.08% | Add +2.2% | 13,207 | $1.5M |
| Ibex Wealth Advisors | 0.14% | Add +336.4% | 13,023 | $1.5M |
| Quantum Portfolio Management LLC | 0.44% | Add +161.7% | 12,930 | $1.5M |
| Nikulski Financial, Inc. | 0.37% | Reduce -0.4% | 12,789 | $1.5M |
| Northstar Advisory Group, LLC | 0.60% | Reduce -34.4% | 12,696 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.0% | 12,695 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.42% | Reduce -4.4% | 12,672 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.0% | 12,643 | $1.5M |
| Parsons Capital Management Inc. | 0.08% | No change | 12,468 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +18.2% | 12,231 | $1.4M |
| Money Concepts Capital Corp. | 0.09% | Add +20.6% | 12,101 | $1.4M |
| Apeiron RIA LLC | 0.31% | Reduce -5.7% | 12,119 | $1.4M |
| Smartleaf Asset Management LLC | 0.09% | Add +40.2% | 11,938 | $1.4M |
| Novare Capital Management LLC | 0.10% | Reduce -1.9% | 11,850 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | No change | 12,548 | $1.4M |
| Main Street Financial Solutions, LLC | 0.09% | Add +34.5% | 11,715 | $1.3M |
| Ulland Investment Advisors, LLC | 1.00% | Add +0.0% | 11,480 | $1.3M |
| Nvwm, LLC | 0.30% | Reduce -1.5% | 11,435 | $1.3M |
| Modern Wealth Management, LLC | 0.03% | Reduce -8.8% | 11,418 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -94.5% | 11,400 | $1.3M |
| StoneX Group Inc. | 0.06% | Add +2.7% | 11,146 | $1.3M |
| Sanders Morris Harris LLC | 0.17% | New | 11,100 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -3.5% | 11,075 | $1.3M |
| Venture Visionary Partners LLC | 0.04% | Reduce -2.7% | 11,073 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.1% | 11,020 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | New | 10,929 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -6.1% | 10,897 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.2% | 10,883 | $1.3M |
| SummitTX Capital, L.P. | 0.05% | New | 10,833 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Reduce -15.1% | 10,766 | $1.2M |
| Global Financial Private Client, LLC | 0.44% | Add +0.7% | 10,705 | $1.2M |
| Cascade Wealth Advisors, Inc | 0.60% | Reduce -6.8% | 10,945 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -10.4% | 10,487 | $1.2M |
| Citizens National Bank Trust Department | 0.21% | Reduce -19.9% | 10,414 | $1.2M |
| Lyell Wealth Management, LP | 0.09% | Reduce -0.3% | 10,341 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -22.1% | 10,246 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -9.4% | 10,244 | $1.2M |
| United Community Bank | 0.36% | No change | 10,212 | $1.2M |
| Trivium Point Advisory, LLC | 0.12% | Add +0.1% | 10,115 | $1.2M |
| Hilltop Holdings Inc. | 0.06% | Reduce -47.5% | 10,085 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -80.5% | 10,000 | $1.2M |
| Renaissance Technologies | 0.00% | New | 10,000 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Reduce -17.8% | 9,934 | $1.1M |
| AQR Capital Management | 0.00% | Add +113.0% | 9,860 | $1.1M |
| Allen Capital Group, LLC | 0.11% | No change | 9,838 | $1.1M |
| Apollon Financial, LLC | 0.19% | Reduce -0.5% | 9,780 | $1.1M |
| Altura Wealth Advisors Inc. | 0.53% | Add +18.7% | 9,757 | $1.1M |
| Global Trust Asset Management, LLC | 0.50% | Add +20.0% | 9,585 | $1.1M |
| Intellectus Partners, LLC | 0.21% | No change | 9,404 | $1.1M |
| &partners | 0.01% | Reduce -0.8% | 9,378 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -2.1% | 9,330 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.2% | 9,319 | $1.1M |
| Calamos Wealth Management LLC | 0.04% | No change | 9,300 | $1.1M |
| Byrne Financial Freedom, LLC | 0.52% | Add +44.6% | 9,106 | $1.0M |
| Pacific Sun Financial Corp | 0.50% | Add +4.0% | 9,070 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +2.6% | 9,044 | $1.0M |
| JTC Employer Solutions Trustee Ltd | 0.09% | No change | 9,011 | $1.0M |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -0.2% | 8,998 | $1.0M |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | Add +0.7% | 8,941 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.2% | 8,939 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -99.7% | 8,900 | $1.0M |
| Keybank National Association | 0.00% | No change | 8,810 | $1.0M |
| Kane Investment Management, Inc. | 0.49% | No change | 8,800 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.5% | 8,768 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -2.7% | 8,723 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -68.3% | 8,654 | $995K |
| TruWealth Advisors, LLC | 0.05% | Add +2.9% | 8,594 | $988K |
| Bramshill Investments, LLC | 0.07% | Reduce -5.6% | 8,500 | $978K |
| LMCG Investments, LLC | 0.06% | Add +7.9% | 8,395 | $966K |
| Blair William & Co. | 0.00% | Add +9.3% | 8,277 | $952K |
| Fortis Group Advisors, LLC | 0.16% | Reduce -7.4% | 8,233 | $951K |
| Retirement Planning Group, LLC | 0.03% | Reduce -20.8% | 8,177 | $940K |
| Cascades Capital Asset Management, LLC | 0.42% | Reduce -15.7% | 8,085 | $930K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +3.8% | 7,817 | $899K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | No change | 7,781 | $895K |
| Parallel Advisors, LLC | 0.02% | No change | 7,754 | $892K |
| Eldridge Investment Advisors, Inc. | 0.20% | Add +23.4% | 7,704 | $886K |
| AE Wealth Management LLC | 0.01% | Reduce -5.7% | 7,521 | $865K |
| Alpine Woods Capital Investors, LLC | 0.20% | No change | 7,500 | $863K |
| Sterling Investment Counsel, LLC | 0.28% | Add +12.6% | 7,477 | $860K |
| Quantinno Capital Management LP | 0.00% | Add +1.3% | 7,356 | $846K |
| Legacy Financial Strategies, LLC | 0.15% | Add +3.1% | 7,329 | $843K |
| One Capital Management, LLC | 0.03% | Add +1.8% | 7,260 | $835K |
| WBH Advisory Inc. | 0.06% | Reduce -4.1% | 7,201 | $828K |
| VestGen Advisors, LLC | 0.03% | Reduce -70.3% | 6,936 | $798K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.7% | 6,987 | $792K |
| Madison Wealth Partners, Inc | 0.16% | No change | 6,882 | $791K |
| Silver Oak Securities, Incorporated | 0.06% | Add +31.0% | 6,871 | $790K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 6,850 | $788K |
| Monetary Management Group Inc. | 0.18% | Add +1.5% | 6,825 | $785K |
| Balentine LLC | 0.03% | New | 6,724 | $773K |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,686 | $769K |
| Triangle Securities Wealth Management | 0.17% | No change | 6,680 | $768K |
| Kesler, Norman & Wride, LLC | 0.15% | Add +25.4% | 7,639 | $765K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 6,550 | $753K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -3.0% | 6,470 | $744K |
| Rathbones Group PLC | 0.00% | No change | 6,360 | $731K |
| Novak & Powell Financial Services, Inc. | 0.38% | Reduce -1.6% | 6,225 | $716K |
| Sunbelt Securities, Inc. | 0.05% | Add +117.6% | 6,224 | $716K |
| PFG Investments, LLC | 0.04% | Add +8.6% | 6,160 | $708K |
| Voya Financial Advisors, Inc. | 0.07% | Add +0.7% | 6,082 | $705K |
| Partners Capital Investment Group, LLP | 0.03% | No change | 6,125 | $704K |
| Quantitative Investment Management, LLC | 0.10% | Reduce -81.2% | 6,083 | $699K |
| Gsa Capital Partners LLP | 0.06% | Add +80.3% | 6,010 | $691K |
| Houlihan Financial Resource Group, Ltd. | 0.60% | Reduce -44.7% | 5,980 | $688K |
| Western Wealth Management, LLC | 0.04% | Add +2.1% | 5,966 | $686K |
| Muirfield Wealth Advisors LLC | 0.50% | No change | 5,918 | $681K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -41.4% | 5,903 | $679K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.6% | 5,856 | $673K |
| Spire Wealth Management | 0.02% | Reduce -87.5% | 5,838 | $671K |
| Chatham Capital Group, Inc. | 0.10% | No change | 5,825 | $670K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.8% | 5,810 | $668K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -8.0% | 5,783 | $665K |
| CreativeOne Wealth, LLC | 0.02% | New | 5,707 | $656K |
| Compound Planning, Inc. | 0.02% | Add +2.6% | 5,703 | $656K |
| Plotkin Financial Advisors, LLC | 0.32% | No change | 5,695 | $655K |
| Ehrlich Financial Group | 0.39% | Add +4.3% | 5,691 | $655K |
| 360 Financial, Inc. | 0.21% | Reduce -22.2% | 5,667 | $652K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +3.0% | 5,656 | $650K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -77.7% | 5,656 | $650K |
| IFP Advisors, Inc | 0.02% | Add +10.7% | 5,635 | $648K |
| Tennessee Valley Asset Management Partners | 0.08% | New | 5,349 | $615K |
| Calton & Associates, Inc. | 0.09% | Reduce -6.4% | 5,344 | $615K |
| Edgestream Partners, L.P. | 0.02% | Reduce -43.5% | 5,220 | $600K |
| Synovus Financial Corp. | 0.01% | No change | 5,092 | $586K |
| Ignite Planners, LLC | 0.10% | Add +123.2% | 5,072 | $583K |
| Private Trust Co. NA | 0.05% | Reduce -27.2% | 4,957 | $570K |
| Sharp Wealth Advisory, LLC | 0.31% | Add +52.5% | 4,949 | $569K |
| WJ Wealth Management, LLC | 0.25% | Reduce -50.0% | 4,925 | $569K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -6.3% | 4,921 | $566K |
| Haverford Trust Co | 0.01% | No change | 4,875 | $561K |
| Pinnacle Family Advisors, LLC | 0.24% | Add +0.6% | 4,852 | $558K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -95.2% | 4,824 | $555K |
| Centaurus Financial, Inc. | 0.03% | Add +0.4% | 4,742 | $545K |
| Caprock Group, LLC | 0.01% | — | 4,837 | $523K |
| Wedbush Securities Inc. | 0.02% | Reduce -13.7% | 4,487 | $516K |
| Investmark Advisory Group LLC | 0.21% | Reduce -0.3% | 4,275 | $492K |
| Carret Asset Management, LLC | 0.05% | Add +1.4% | 4,270 | $491K |
| Colton Groome Financial Advisors, LLC | 0.15% | No change | 4,250 | $489K |
| Trilogy Capital Inc. | 0.02% | Add +2.4% | 4,240 | $488K |
| Cynosure Group, LLC | 0.05% | No change | 4,200 | $483K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.11% | No change | 4,200 | $483K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.9% | 4,188 | $482K |
| Maxele Advisors, LLC | 0.41% | No change | 4,160 | $478K |
| Sandbox Financial Partners, LLC | 0.14% | Reduce -5.4% | 4,148 | $477K |
| Vontobel Holding Ltd. | 0.00% | Reduce -12.2% | 4,145 | $477K |
| Mathes Company, Inc. | 0.17% | Reduce -93.7% | 4,125 | $474K |
| Fifth Third Bancorp | 0.00% | Add +5.8% | 4,107 | $472K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +66.9% | 4,205 | $472K |
| Arlington Capital Management, Inc. | 0.30% | Reduce -0.4% | 4,101 | $472K |
| MWA Asset Management | 0.26% | Add +1.1% | 4,085 | $470K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,085 | $470K |
| Larson Financial Group LLC | 0.02% | Add +7.7% | 4,080 | $469K |
| Westfuller Advisors, LLC | 0.21% | Reduce -7.5% | 4,030 | $463K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $460K |
| Weiss Asset Management LP | 0.01% | New | 3,988 | $459K |
| Citizens Financial Group Inc. | 0.01% | Add +9.2% | 3,970 | $457K |
| Matthew Goff Investment Advisor, LLC | 0.08% | No change | 3,957 | $455K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -46.0% | 3,822 | $440K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 3,775 | $434K |
| Apexium Financial, LP | 0.02% | New | 3,767 | $433K |
| Y.D. More Investments Ltd | 0.02% | Reduce -8.1% | 3,740 | $430K |
| Canal Capital Management, LLC | 0.06% | Reduce -5.1% | 3,735 | $430K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -24.2% | 3,730 | $429K |
| Colonial Trust Advisors | 0.03% | Reduce -9.3% | 3,675 | $423K |
| Samalin Investment Counsel, LLC | 0.15% | No change | 3,650 | $420K |
| Millennium Capital Advisors, LLC | 0.25% | No change | 3,614 | $416K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 3,711 | $416K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,595 | $413K |
| Lanark Financial, Inc. | 0.03% | Reduce -12.5% | 3,582 | $412K |
| Fortis Capital Management LLC | 0.06% | No change | 3,550 | $408K |
| Dupree Financial Group, LLC | 0.16% | Reduce -1.3% | 3,541 | $407K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 3,500 | $403K |
| ORG Partners LLC | 0.07% | Reduce -8.5% | 3,500 | $403K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -89.9% | 3,470 | $399K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -9.1% | 3,457 | $398K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +4.6% | 3,446 | $396K |
| Ironwood Financial, llc | 0.07% | No change | 3,405 | $392K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,380 | $389K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.7% | 3,352 | $386K |
| Ceera Investments, LLC | 0.12% | Add +9.7% | 3,350 | $385K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -2.1% | 3,325 | $382K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -88.0% | 3,310 | $381K |
| Purus Wealth Management, LLC | 0.12% | Add +1.5% | 3,307 | $380K |
| RB Capital Management, LLC | 0.08% | No change | 3,300 | $380K |
| Wealth Advisors of Tampa Bay, LLC | 0.13% | No change | 3,268 | $376K |
| First Foundation Advisors | 0.01% | No change | 3,257 | $375K |
| SFG Wealth Management, LLC. | 0.16% | Reduce -50.0% | 3,235 | $372K |
| Tempus Wealth Planning, LLC | 0.08% | Add +2.4% | 3,202 | $368K |
| Garrett Wealth Advisory Group, LLC | 0.07% | No change | 3,201 | $368K |
| Kingsman Wealth Management, Inc. | 0.20% | No change | 3,175 | $365K |
| World Investment Advisors | 0.01% | Reduce -56.7% | 3,144 | $362K |
| BlackRock, Inc. | 0.00% | Add +1973.3% | 3,110 | $358K |
| Abbot Financial Management, Inc. | 0.15% | No change | 3,100 | $357K |
| Soltis Investment Advisors LLC | 0.02% | New | 3,026 | $348K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -4.0% | 3,011 | $346K |
| Gruss & Co., LLC | 0.90% | No change | 3,000 | $345K |
| APS Management Group, Inc. | 0.31% | — | 3,155 | $345K |
| ABLE Financial Group, LLC | 0.07% | Add +3.8% | 2,994 | $344K |
| Tranquilli Financial Advisor LLC | 0.20% | Reduce -0.2% | 2,979 | $343K |
| DMC Group, LLC | 0.24% | Add +15.2% | 2,968 | $341K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -46.7% | 2,943 | $339K |
| Strategic Financial Concepts, LLC | 0.05% | New | 2,933 | $337K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 2,932 | $337K |
| Greenspring Advisors, LLC | 0.06% | — | 2,932 | $337K |
| Cypress Capital Management LLC (WY) | 0.34% | Reduce -7.8% | 2,930 | $337K |
| Waterloo Capital, L.P. | 0.03% | Reduce -28.5% | 2,929 | $337K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $336K |
| Turim 21 Investimentos Ltda. | 0.11% | New | 46,100 | $335K |
| Harvest Investment Services, LLC | 0.07% | Reduce -2.2% | 2,884 | $332K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,878 | $331K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.9% | 2,872 | $330K |
| Blue Chip Partners, LLC | 0.02% | Add +0.8% | 2,868 | $330K |
| Clark Asset Management, LLC | 0.04% | No change | 2,795 | $321K |
| Aire Advisors, LLC | 0.06% | Reduce -16.5% | 2,750 | $316K |
| Garde Capital, Inc. | 0.02% | No change | 2,732 | $314K |
| Dakota Wealth Management | 0.01% | Reduce -26.2% | 2,725 | $313K |
| Sequent Planning LLC | 0.09% | Reduce -37.6% | 2,712 | $312K |
| Ogorek Anthony Joseph /NY/ | 0.09% | No change | 2,711 | $311K |
| KWB Wealth | 0.03% | Reduce -56.9% | 2,805 | $307K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,640 | $304K |
| Merkkuri Wealth Advisors LLC | 0.22% | No change | 2,606 | $300K |
| Accredited Investors Inc. | 0.02% | New | 2,568 | $295K |
| Ring Mountain Capital, LLC | 0.16% | Reduce -6.0% | 2,564 | $295K |
| Hanson & Doremus Investment Management | 0.04% | No change | 2,540 | $292K |
| Essex Bank | 0.07% | No change | 2,525 | $290K |
| Transcendent Capital Group LLC | 0.13% | Reduce -87.2% | 2,500 | $288K |
| Middleton & Co. Inc. | 0.03% | No change | 2,500 | $288K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -83.4% | 2,491 | $286K |
| OneAscent Family Office, LLC | 0.23% | New | 2,466 | $284K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -40.9% | 2,450 | $283K |
| Dimension Capital Management LLC | 0.04% | No change | 2,464 | $283K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -72.2% | 2,433 | $280K |
| N.E.W. Advisory Services LLC | 0.03% | Add +35.9% | 2,429 | $279K |
| Ayalon Insurance Comp Ltd. | 0.07% | No change | 2,425 | $279K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,420 | $278K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,375 | $273K |
| Ceeto Capital Group, LLC | 0.08% | No change | 2,375 | $273K |
| Colonial Trust Co / SC | 0.04% | Reduce -7.8% | 2,355 | $271K |
| Choreo, LLC | 0.00% | Reduce -12.3% | 2,347 | $270K |
| Argyle Capital Partners, LLC | 0.19% | Reduce -48.9% | 2,338 | $269K |
| Vise Technologies, Inc. | 0.01% | New | 2,334 | $268K |
| Nixon Peabody Trust Co. | 0.02% | No change | 2,328 | $268K |
| Bullseye Investment Management, LLC | 0.17% | No change | 3,008 | $268K |
| Kraft, Davis & Associates, LLC | 0.06% | No change | 2,285 | $264K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 2,277 | $262K |
| LPWM LLC | 0.07% | Add +1.1% | 2,275 | $262K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -2.4% | 2,254 | $259K |
| Retirement Planning Co of New England, Inc. | 0.10% | No change | 2,250 | $259K |
| Beacon Financial Group | 0.03% | Reduce -12.9% | 2,241 | $258K |
| Trexquant Investment LP | 0.00% | New | 2,227 | $256K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,200 | $253K |
| Busey Bank | 0.01% | New | 2,190 | $252K |
| Pictet Asset Management Holding SA | 0.00% | No change | 2,184 | $251K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +3.6% | 2,179 | $251K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,175 | $250K |
| Brown Advisory Inc. | 0.00% | No change | 2,160 | $248K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.9% | 2,141 | $246K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -3.1% | 2,144 | $246K |
| Park Avenue Securities LLC | 0.00% | Reduce -84.8% | 2,141 | $246K |
| Prairie Wealth Advisors, Inc. | 0.10% | Add +1.0% | 2,134 | $245K |
| Financial Advisors, LLC | 0.04% | No change | 2,125 | $244K |
| McGuire Investment Group, LLC | 0.03% | No change | 2,107 | $242K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -25.0% | 2,077 | $239K |
| LM Advisors LLC | 0.03% | New | 2,068 | $238K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -5.0% | 2,065 | $237K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 2,041 | $235K |
| Howard Financial Services, LTD. | 0.03% | Reduce -0.5% | 2,028 | $233K |
| Financial Life Planners | 0.16% | No change | 2,024 | $233K |
| Cadence Bank | 0.01% | No change | 2,022 | $233K |
| MBA Advisors LLC | 0.10% | New | 2,014 | $232K |
| Alpine Global Management, LLC | 0.06% | New | 2,003 | $230K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 2,000 | $230K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -27.1% | 2,000 | $230K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,995 | $229K |
| TAGStone Capital, Inc. | 0.09% | No change | 1,991 | $229K |
| First International Bank of Israel Ltd. | 0.13% | Reduce -0.3% | 1,970 | $227K |
| Brighton Jones LLC | 0.01% | Reduce -35.3% | 1,962 | $226K |
| Ellis Investment Partners, LLC | 0.04% | No change | 1,955 | $225K |
| Signaturefd, LLC | 0.00% | Reduce -1.5% | 1,932 | $222K |
| Astoria Portfolio Advisors LLC. | 0.06% | Add +2.5% | 1,905 | $220K |
| Winthrop Advisory Group LLC | 0.02% | No change | 1,912 | $220K |
| Florida Financial Advisors, LLC | 0.07% | Reduce -55.4% | 1,905 | $219K |
| Csenge Advisory Group | 0.01% | Reduce -62.7% | 1,903 | $219K |
| Dudley Capital Management, LLC | 0.10% | New | 1,888 | $217K |
| High Note Wealth, LLC | 0.04% | No change | 1,885 | $217K |
| Comprehensive Financial Planning, Inc. | 0.15% | No change | 1,875 | $216K |
| Arkadios Wealth Advisors | 0.01% | Reduce -14.4% | 1,874 | $216K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -41.3% | 1,872 | $215K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -8.1% | 1,870 | $215K |
| M&T Bank Corp | 0.00% | No change | 1,870 | $215K |
| Norden Group LLC | 0.02% | No change | 1,865 | $214K |
| Arlington Trust Co LLC | 0.04% | No change | 1,860 | $214K |
| Members Wealth LLC | 0.13% | — | 1,851 | $213K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 1,834 | $213K |
| Mullaney, Keating & Wright, Inc. | 0.12% | New | 1,680 | $212K |
| Grant Private Wealth Management Inc | 0.13% | New | 1,830 | $210K |
| Ascentis Independent Advisors | 0.04% | New | 1,827 | $210K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,800 | $210K |
| Magnus Financial Group LLC | 0.02% | New | 1,821 | $209K |
| Focused Wealth Management, Inc | 0.02% | New | 1,817 | $209K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -5.7% | 1,810 | $208K |
| RFG Advisory, LLC | 0.00% | New | 1,809 | $208K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,798 | $207K |
| Thrive Capital Management, LLC | 0.05% | Reduce -26.9% | 1,795 | $206K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 1,758 | $202K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,750 | $201K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -9.6% | 1,745 | $201K |
| Embree Financial Group | 0.03% | Reduce -15.2% | 1,744 | $201K |
| Baxter Bros Inc. | 0.02% | New | 1,740 | $200K |
| Financial Freedom, LLC | 0.09% | No change | 1,637 | $188K |
| Global Retirement Partners, LLC | 0.00% | Reduce -11.4% | 1,488 | $171K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 1,418 | $163K |
| Copia Wealth Management | 0.12% | Add +29.0% | 1,401 | $161K |
| PEAK6 LLC | 0.00% | Add +69.8% | 1,375 | $158K |
| Root Financial Partners, LLC | 0.01% | New | 1,100 | $127K |
| Harbor Asset Planning, Inc. | 0.11% | No change | 1,077 | $124K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,010 | $116K |
| Founders Financial Alliance, LLC | 0.02% | Add +105.2% | 995 | $114K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1079.5% | 920 | $106K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 912 | $105K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $104K |
| First Horizon Corp. | 0.00% | — | 904 | $104K |
| Hurley Capital, LLC | 0.06% | No change | 895 | $103K |
| Winthrop Capital Management, LLC | 0.02% | No change | 885 | $102K |
| CoreCap Advisors, LLC | 0.00% | Reduce -37.6% | 870 | $100K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $98K |
| Avalon Trust Co | 0.01% | New | 850 | $98K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.2% | 824 | $95K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 817 | $93K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 775 | $89K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 765 | $88K |
| Luminist Capital LLC | 0.08% | Add +114.6% | 751 | $86K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -77.9% | 715 | $82K |
| LOM Asset Management Ltd | 0.02% | No change | 700 | $81K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 682 | $78K |
| Abich Financial Wealth Management LLC | 0.03% | — | 681 | $78K |
| Tortoise Investment Management, LLC | 0.01% | Add +43.2% | 680 | $78K |
| Montag A & Associates Inc. | 0.00% | Add +58.9% | 680 | $78K |
| SouthState Bank Corp | 0.00% | Reduce -1.4% | 655 | $75K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $75K |
| Delta Asset Management LLC | 0.01% | No change | 625 | $72K |
| Deane Retirement Strategies, Inc. | 0.03% | New | 591 | $68K |
| Abound Wealth Management | 0.02% | No change | 590 | $68K |
| Glenmede Investment Management, LP | 0.00% | No change | 576 | $66K |
| Addison Advisors LLC | 0.02% | No change | 565 | $65K |
| Aventura Private Wealth, LLC | 0.02% | No change | 562 | $65K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 540 | $62K |
| Capital Analysts, LLC | 0.00% | No change | 535 | $62K |
| Investors Research Corp | 0.01% | Reduce -16.0% | 525 | $60K |
| Fortitude Family Office, LLC | 0.02% | No change | 500 | $58K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $58K |
| Redwood Park Advisors LLC | 0.04% | No change | 494 | $57K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 491 | $57K |
| Webster Bank, N. A. | 0.01% | Reduce -34.2% | 450 | $52K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 440 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 433 | $50K |
| CX Institutional | 0.00% | New | 427 | $49K |
| FWL Investment Management, LLC | 0.01% | Add +2.9% | 421 | $48K |
| Fairscale Capital, LLC | 0.03% | No change | 420 | $48K |
| Trust Co. of Vermont | 0.00% | New | 400 | $46K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 375 | $43K |
| Morse Asset Management, Inc | 0.01% | No change | 371 | $43K |
| NFSG Corp | 0.01% | No change | 345 | $40K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -27.0% | 325 | $37K |
| Whittier Trust Co. | 0.00% | No change | 320 | $37K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 315 | $36K |
| Anchor Investment Management, LLC | 0.00% | Reduce -7.1% | 315 | $36K |
| Creative Financial Designs Inc. | 0.00% | Reduce -98.7% | 305 | $35K |
| Hopwood Financial Services, Inc. | 0.02% | No change | 300 | $35K |
| Crewe Advisors LLC | 0.00% | No change | 292 | $34K |
| Archer Investment Corp | 0.01% | Add +0.3% | 291 | $33K |
| Pinney & Scofield, Inc. | 0.02% | No change | 280 | $32K |
| Bogart Wealth, LLC | 0.00% | Add +232.5% | 266 | $31K |
| Pflug Koory, LLC | 0.01% | No change | 265 | $30K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $30K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 250 | $29K |
| Hollencrest Capital Management | 0.00% | Reduce -37.6% | 247 | $28K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $26K |
| AlphaCore Capital LLC | 0.00% | No change | 225 | $26K |
| Barrett & Company, Inc. | 0.01% | Add +243.1% | 223 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 210 | $24K |
| Darwin Wealth Management, LLC | 0.01% | No change | 207 | $24K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 200 | $23K |
| Byrne Asset Management LLC | 0.02% | No change | 190 | $22K |
| Financial Perspectives, Inc | 0.01% | No change | 170 | $20K |
| Vision Financial Markets LLC | 0.01% | No change | 151 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 137 | $16K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 129 | $15K |
| Biltmore Family Office, LLC | 0.00% | No change | 125 | $14K |
| Coastline Trust Co | 0.00% | No change | 125 | $14K |
| Silicon Valley Capital Partners | 0.00% | New | 120 | $14K |
| IMG Wealth Management, Inc. | 0.01% | No change | 115 | $13K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 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 | $13K |
| Bessemer Group Inc. | 0.00% | Reduce -15.3% | 100 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $12K |
| Founders Capital Management | 0.01% | No change | 100 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 96 | $11K |
| Navigoe, LLC | 0.01% | Add +380.0% | 96 | $11K |
| Clark Wealth Partners | 0.01% | New | 102 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | New | 89 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 85 | $10K |
| Evolution Wealth Management Inc. | 0.01% | New | 80 | $9K |
| Blue Trust, Inc. | 0.00% | Add +105.3% | 78 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 70 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 66 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $8K |
| Strengthening Families & Communities, LLC | 0.00% | New | 60 | $7K |
| Tidemark, LLC | 0.00% | No change | 55 | $6K |
| Perkins Coie Trust Co | 0.00% | New | 45 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 40 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -94.7% | 40 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 37 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 35 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 35 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 30 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -86.7% | 28 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 28 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.6% | 15 | $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 |
| Legacy Bridge, LLC | 0.00% | No change | 4 | $461 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.