iShares Expanded Tech-SoftwaIGVETF
13F holders, Q4 2025 (December 31)648holders −10
51new positions
100sold out
5famous investors
$102.53avg. 13F price*
At the end of Q4 2025, 648 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, down 10 from Q3 2025. 51 opened new positions and 100 sold out. The largest holders were Bank of America Corp. ($544.7M), BNP Paribas Financial Markets ($542.5M) and Morgan Stanley ($363.9M). 5 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $137.9M |
| Exits | 100 | $265.8M |
All 13F filers, Q3 2025 → Q4 2025: 5,006,148 shares bought and 13,998,987 shares sold, net −8,992,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 648 holders
| Bank of America Corp. | 0.04% | Add +0.5% | 5,153,423 | $544.7M |
| BNP Paribas Financial Markets | 0.35% | Add +104.7% | 5,133,226 | $542.5M |
| Morgan Stanley | 0.02% | Reduce -5.5% | 3,443,088 | $363.9M |
| Migdal Insurance & Financial Holdings Ltd. | 2.47% | No change | 2,719,572 | $287.4M |
| Clal Insurance Enterprises Holdings Ltd | 1.18% | Reduce -7.8% | 1,734,000 | $183.3M |
| Menora Mivtachim Holdings LTD. | 0.85% | Reduce -15.8% | 1,706,601 | $180.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -30.8% | 1,533,548 | $162.1M |
| LPL Financial LLC | 0.04% | Reduce -18.6% | 1,515,598 | $160.2M |
| Laura & John Arnold Foundation | 27.53% | — | 1,479,875 | $156.4M |
| Wells Fargo & Company | 0.03% | Reduce -16.4% | 1,353,524 | $143.1M |
| Phoenix Financial Ltd. | 1.51% | Add +0.0% | 1,321,000 | $139.6M |
| Citigroup Inc. | 0.10% | Reduce -34.9% | 1,315,517 | $139.0M |
| UBS Group AG | 0.03% | Reduce -23.0% | 1,313,790 | $138.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.14% | Reduce -31.8% | 750,000 | $79.3M |
| Fisher Asset Management | 0.02% | Reduce -8.6% | 686,000 | $72.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.3% | 567,995 | $60.0M |
| Royal Bank of Canada | 0.01% | Reduce -35.8% | 534,225 | $56.5M |
| Franklin Resources Inc. | 0.01% | Reduce -12.7% | 468,412 | $49.5M |
| Corient Private Wealth LP | 0.07% | Add +3.0% | 453,170 | $47.9M |
| HighTower Advisors, LLC | 0.05% | Add +2.6% | 451,156 | $47.7M |
| D. E. Shaw & Co. | 0.04% | New | 448,277 | $47.4M |
| SP Asset Management LLC | 3.49% | Reduce -0.9% | 417,413 | $44.1M |
| MML Investors Services, LLC | 0.11% | Add +12.1% | 410,861 | $43.4M |
| Waverly Advisors, LLC | 0.35% | Add +12.5% | 403,624 | $42.7M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +4.6% | 316,996 | $33.5M |
| Stifel Financial Corp. | 0.03% | Reduce -22.4% | 311,852 | $33.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -12.5% | 301,471 | $31.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.4% | 300,656 | $31.8M |
| Equitable Holdings, Inc. | 0.21% | Add +16.6% | 290,897 | $30.7M |
| Wellspring Financial Advisors, LLC | 2.40% | Add +0.3% | 1,615,512 | $30.3M |
| Bridgewater Associates | 0.11% | New | 281,938 | $29.8M |
| Cetera Investment Advisers | 0.03% | Reduce -10.2% | 268,639 | $28.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.3% | 265,918 | $28.1M |
| Main Management ETF Advisors, LLC | 0.85% | Reduce -81.0% | 225,576 | $23.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.1% | 215,893 | $22.8M |
| Truist Financial Corp. | 0.03% | Add +69.0% | 205,978 | $21.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -20.4% | 201,439 | $21.3M |
| Two Sigma Investments, LP | 0.03% | Add +2003.4% | 187,200 | $19.8M |
| Twin Tree Management, LP | 1.96% | Reduce -51.2% | 181,353 | $19.2M |
| Susquehanna International Group, LLP | 0.02% | Add +99.3% | 170,310 | $18.0M |
| Crestwood Advisors Group, LLC | 0.30% | Reduce -0.8% | 168,034 | $17.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -35.8% | 159,050 | $16.8M |
| Mariner, LLC | 0.02% | Add +0.3% | 154,193 | $16.3M |
| Noesis Capital Mangement Corp. | 2.36% | Add +1.4% | 154,074 | $16.3M |
| Black Swift Group, LLC | 2.70% | Add +1.6% | 151,040 | $16.1M |
| Capital Fund Management S.A. | 0.14% | Reduce -23.3% | 143,695 | $15.2M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -12.7% | 140,518 | $14.9M |
| Lowe Brockenbrough & Co. Inc. | 0.69% | Add +1.3% | 132,083 | $14.0M |
| Decker Wealth Management LLC | 3.06% | — | 131,743 | $13.9M |
| Fiduciary Trust Co | 0.16% | Reduce -1.3% | 129,109 | $13.6M |
| Baker Avenue Asset Management, LP | 0.31% | Add +13.2% | 127,189 | $13.4M |
| MinichMacGregor Wealth Management, LLC | 2.40% | Add +2.2% | 125,234 | $13.2M |
| Royal Fund Management, LLC | 1.15% | New | 118,193 | $12.5M |
| Cwm, LLC | 0.03% | Reduce -29.0% | 116,463 | $12.3M |
| Prospera Financial Services Inc | 0.20% | Add +10.5% | 112,997 | $11.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +84.1% | 112,740 | $11.9M |
| Lido Advisors, LLC | 0.05% | Reduce -0.9% | 102,203 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.4% | 110,980 | $11.7M |
| Barings LLC | 0.22% | Reduce -60.0% | 108,479 | $11.5M |
| Squarepoint Ops LLC | 0.02% | Add +226.0% | 101,528 | $10.7M |
| Gemmer Asset Management LLC | 0.80% | Reduce -7.7% | 97,840 | $10.3M |
| Principle Wealth Partners LLC | 0.57% | Add +15.6% | 95,063 | $10.0M |
| Seven Springs Wealth Group, LLC | 2.87% | Add +3.6% | 93,075 | $9.8M |
| Captrust Financial Advisors | 0.02% | Add +0.3% | 92,052 | $9.7M |
| Legacy Edge Advisors, LLC | 1.05% | Reduce -16.9% | 91,190 | $9.6M |
| Bank Hapoalim BM | 0.86% | Reduce -8.3% | 90,776 | $9.6M |
| Altus Wealth Management, LLC | 4.09% | Add +0.6% | 89,753 | $9.5M |
| D.A. Davidson & Co. | 0.06% | Add +0.4% | 87,903 | $9.3M |
| Main Management LLC | 0.67% | Reduce -72.6% | 87,600 | $9.3M |
| Graham Capital Management, L.P. | 0.43% | New | 82,500 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.1% | 82,638 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -31.8% | 80,905 | $8.6M |
| Silverleafe Capital Partners, LLC | 2.44% | Reduce -3.9% | 77,593 | $8.2M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +3.3% | 77,291 | $8.2M |
| Barclays PLC | 0.00% | Reduce -57.0% | 75,702 | $8.0M |
| AlphaCore Capital LLC | 0.17% | Add +32249.3% | 72,786 | $7.7M |
| Focus Partners Wealth | 0.01% | Reduce -34.2% | 72,155 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.0% | 69,162 | $7.3M |
| Kwmg, LLC | 0.63% | Add +0.6% | 69,008 | $7.3M |
| Riggs Asset Managment Co. Inc. | 1.44% | Reduce -14.2% | 67,405 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 66,769 | $7.1M |
| NewEdge Advisors, LLC | 0.03% | Reduce -30.9% | 66,678 | $7.0M |
| Well Done, LLC | 1.05% | Add +14.6% | 66,590 | $7.0M |
| IronBridge Private Wealth, LLC | 2.19% | No change | 65,473 | $6.9M |
| Atria Investments, Inc | 0.07% | Reduce -2.6% | 59,997 | $6.3M |
| Jmac Enterprises LLC | 1.21% | Add +2.4% | 59,713 | $6.3M |
| Silver Coast Investments LLC | 2.13% | Add +6.2% | 58,360 | $6.2M |
| SFI Advisors, LLC | 3.92% | Reduce -2.1% | 57,924 | $6.1M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -0.4% | 61,529 | $6.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Reduce -92.4% | 54,695 | $5.8M |
| Sigma Planning Corp | 0.15% | Add +4.9% | 52,355 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.0% | 51,851 | $5.5M |
| Ieq Capital, LLC | 0.02% | Add +4.4% | 51,851 | $5.5M |
| Tepp RIA, LLC | 5.42% | Add +5.8% | 51,843 | $5.5M |
| Cadent Capital Advisors, LLC | 1.43% | Add +2.6% | 51,159 | $5.4M |
| Bawa N Mallick Trust | 2.00% | No change | 51,001 | $5.4M |
| Sfmg, LLC | 0.35% | Reduce -7.1% | 49,323 | $5.2M |
| Deltec Asset Management LLC | 0.86% | Reduce -10.2% | 49,100 | $5.2M |
| Cottonwood Capital Advisors, LLC | 3.62% | Add +1.8% | 48,090 | $5.1M |
| Holderness Investments Co. | 1.02% | Reduce -3.2% | 47,357 | $5.0M |
| StoneCrest Wealth Management, Inc. | 2.02% | Add +7.1% | 47,250 | $5.0M |
| FMR LLC | 0.00% | Add +0.3% | 46,057 | $4.9M |
| KKM Financial LLC | 0.83% | Reduce -5.2% | 44,307 | $4.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.08% | Reduce -18.3% | 43,411 | $4.6M |
| Bienville Capital Management, LLC | 0.72% | Reduce -3.5% | 42,676 | $4.5M |
| Patten & Patten Inc. | 0.26% | Reduce -4.8% | 41,537 | $4.4M |
| Creative Planning | 0.00% | Reduce -2.0% | 39,618 | $4.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.3% | 39,386 | $4.2M |
| Parcion Private Wealth LLC | 0.25% | New | 39,252 | $4.1M |
| William John Sempolinski | 2.02% | — | 38,940 | $4.1M |
| Harbor Capital Advisors, Inc. | 0.32% | New | 38,582 | $4.1M |
| Sharper & Granite LLC | 1.43% | Add +4.8% | 38,405 | $4.1M |
| Oppenheimer & Co. Inc. | 0.06% | Add +1.4% | 37,272 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -40.2% | 36,281 | $3.8M |
| OneAscent Wealth Management LLC | 1.26% | Reduce -5.5% | 35,848 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +16.6% | 34,956 | $3.7M |
| Grandview Asset Management LLC | 0.99% | Reduce -11.2% | 34,288 | $3.6M |
| Valley Wealth Managers, Inc. | 0.23% | Add +0.5% | 33,803 | $3.6M |
| Stephens Inc. | 0.04% | Reduce -18.7% | 33,112 | $3.5M |
| Peak Financial Advisors LLC | 1.54% | Add +1.5% | 32,457 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Add +12.8% | 31,564 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +12.4% | 31,544 | $3.3M |
| Tudor Financial Inc. | 1.66% | Reduce -6.0% | 30,751 | $3.3M |
| Sowell Financial Services LLC | 0.12% | Reduce -0.5% | 29,971 | $3.2M |
| Rockingstone Advisors LLC | 1.44% | Add +5.9% | 29,948 | $3.2M |
| Strategic Blueprint, LLC | 0.19% | Add +5.1% | 29,830 | $3.2M |
| Renaissance Technologies | 0.00% | Add +196.0% | 29,600 | $3.1M |
| Harbour Investments, Inc. | 0.06% | Add +83.7% | 29,375 | $3.1M |
| Cordoba Advisory Partners LLC | 0.77% | — | 29,344 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.2% | 29,255 | $3.1M |
| Ebert Capital Management Inc. | 2.93% | — | 33,509 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +7.1% | 28,512 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +0.1% | 28,174 | $3.0M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -9.1% | 28,054 | $3.0M |
| Guerra Pan Advisors, LLC | 1.76% | Add +0.0% | 28,028 | $3.0M |
| Dynamic Wealth Strategies, LLC | 1.66% | Add +41.0% | 26,333 | $2.8M |
| IFG Advisory, LLC | 0.12% | Reduce -24.0% | 25,937 | $2.7M |
| Provenance Wealth Advisors, LLC | 0.30% | Reduce -4.6% | 25,915 | $2.7M |
| MGB Wealth Management, LLC | 0.78% | No change | 25,622 | $2.7M |
| Neuberger Berman Group LLC | 0.00% | New | 25,563 | $2.7M |
| Massachusetts Wealth Management | 1.25% | Reduce -7.3% | 25,428 | $2.7M |
| Stone Summit Wealth LLC | 0.72% | Reduce -7.0% | 25,202 | $2.7M |
| Curio Wealth, LLC | 0.94% | No change | 24,491 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +12.9% | 24,887 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -26.5% | 24,862 | $2.6M |
| GC Wealth Management RIA, LLC | 0.10% | Add +10.2% | 24,765 | $2.6M |
| Castle Rock Wealth Management, LLC | 0.56% | Add +2.8% | 30,878 | $2.6M |
| Terra Nova Asset Management LLC | 1.71% | Reduce -4.7% | 24,605 | $2.6M |
| Paragon Advisors, LLC | 0.70% | New | 24,438 | $2.6M |
| Clearstead Advisors, LLC | 0.03% | Add +25.6% | 24,273 | $2.6M |
| Westwind Capital | 0.52% | Add +74.2% | 24,145 | $2.6M |
| Moulton Wealth Management, Inc. | 2.35% | New | 12,397 | $2.5M |
| Great Diamond Partners, LLC | 0.48% | Add +1.2% | 23,365 | $2.5M |
| HRT Financial LP | 0.01% | Reduce -75.5% | 22,919 | $2.4M |
| Venturi Wealth Management, LLC | 0.11% | Add +12.2% | 22,831 | $2.4M |
| J. R. Prunier Capital Management LLC | 1.00% | — | 22,659 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.7% | 22,544 | $2.4M |
| Galaxy Group Investments LLC | 0.33% | New | 22,500 | $2.4M |
| Guardian Asset Advisors, LLC | 1.22% | Add +0.4% | 22,236 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -4.8% | 21,791 | $2.3M |
| Paller Financial Services Inc | 1.81% | — | 21,387 | $2.3M |
| OP Asset Management Ltd | 0.03% | No change | 21,209 | $2.2M |
| Valley National Advisers Inc. | 0.30% | Add +0.7% | 20,636 | $2.2M |
| Caliber Wealth Management, LLC / KS | 0.23% | Reduce -0.6% | 20,591 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.9% | 20,438 | $2.2M |
| Personal Cfo Solutions, LLC | 0.34% | Add +3.1% | 20,297 | $2.1M |
| Group One Trading LLC | 0.06% | New | 20,245 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Reduce -83.3% | 20,185 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +494.4% | 20,091 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.46% | Reduce -0.5% | 19,915 | $2.1M |
| Liberty Square Wealth Partners LLC | 0.60% | Add +3.3% | 19,819 | $2.1M |
| Bulltick Wealth Management, LLC | 0.43% | New | 19,342 | $2.0M |
| Marshall Wace, LLP | 0.00% | New | 19,200 | $2.0M |
| Paragon Financial Partners, Inc. | 1.24% | Add +18.0% | 19,001 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +155.9% | 18,825 | $2.0M |
| Founders Financial Securities LLC | 0.12% | Add +4.9% | 18,686 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Add +4.0% | 18,373 | $1.9M |
| Tritonpoint Wealth, LLC | 0.20% | Reduce -1.1% | 18,367 | $1.9M |
| National Bank of Canada | 0.00% | Add +2.0% | 18,285 | $1.9M |
| NorthRock Partners, LLC | 0.03% | Add +23.5% | 17,884 | $1.9M |
| Comerica Bank | 0.01% | Reduce -6.6% | 17,731 | $1.9M |
| Bramshill Investments, LLC | 0.10% | Add +105.9% | 17,500 | $1.8M |
| Allworth Financial LP | 0.01% | Add +26.1% | 17,255 | $1.8M |
| Patten Group, Inc. | 0.33% | Reduce -5.1% | 17,029 | $1.8M |
| OneAscent Financial Services LLC | 0.17% | Reduce -3.7% | 17,012 | $1.8M |
| Spruce Point Capital Management, LLC | 4.34% | — | 17,000 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.5% | 16,915 | $1.8M |
| Jasper Ridge Partners, L.P. | 0.04% | Reduce -54.7% | 16,851 | $1.8M |
| Clarius Group, LLC | 0.10% | No change | 16,733 | $1.8M |
| US Bancorp \de | 0.00% | Add +13.2% | 16,390 | $1.7M |
| Horizon Investments, LLC | 0.02% | Reduce -0.4% | 16,163 | $1.7M |
| Empirical Asset Management, LLC | 0.48% | Add +0.8% | 16,106 | $1.7M |
| Arista Wealth Management, LLC | 0.21% | New | 16,038 | $1.7M |
| Arkansas Financial Group, Inc. | 0.24% | Add +4.2% | 15,982 | $1.7M |
| Signature Equity Partners, LLC | 0.92% | — | 15,768 | $1.7M |
| Quantbot Technologies LP | 0.05% | Reduce -20.8% | 15,045 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.4% | 15,011 | $1.6M |
| HSBC Holdings PLC | 0.00% | Reduce -26.6% | 14,950 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +37.0% | 14,928 | $1.6M |
| Segment Wealth Management, LLC | 0.09% | Reduce -0.1% | 14,481 | $1.5M |
| Blue Fin Capital, Inc. | 0.24% | Add +1.9% | 14,424 | $1.5M |
| Triumph Capital Management | 0.33% | Add +2.4% | 14,378 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Add +24.3% | 14,196 | $1.5M |
| Aft, Forsyth & Company, Inc. | 0.64% | Reduce -0.0% | 14,064 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Reduce -7.1% | 13,828 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +0.5% | 13,759 | $1.5M |
| Arsenal Capital Advisors LLC | 1.03% | — | 13,736 | $1.5M |
| IAM Advisory, LLC | 0.32% | Add +0.3% | 13,611 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +28.9% | 13,203 | $1.4M |
| Partners Capital Investment Group, LLP | 0.05% | Add +115.0% | 13,169 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -13.9% | 13,155 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -19.8% | 13,107 | $1.4M |
| Novare Capital Management LLC | 0.10% | Add +10.6% | 13,100 | $1.4M |
| Composition Wealth, LLC | 0.02% | Reduce -5.0% | 13,058 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.0% | 13,017 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | — | 12,783 | $1.4M |
| Ethos Capital Management, Inc. | 1.27% | — | 12,776 | $1.4M |
| Lyell Wealth Management, LP | 0.10% | Add +23.0% | 12,721 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.2% | 12,670 | $1.3M |
| Montis Financial, LLC | 0.26% | Reduce -4.0% | 12,655 | $1.3M |
| Ibex Wealth Advisors | 0.13% | Reduce -3.6% | 12,556 | $1.3M |
| United Asset Strategies, Inc. | 0.10% | New | 12,470 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | No change | 12,468 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Add +2.6% | 12,415 | $1.3M |
| Nikulski Financial, Inc. | 0.31% | Reduce -3.2% | 12,374 | $1.3M |
| Regal Investment Advisors LLC | 0.08% | New | 12,214 | $1.3M |
| Houlihan Financial Resource Group, Ltd. | 0.49% | Add +115.5% | 12,889 | $1.3M |
| Nvwm, LLC | 0.27% | Add +2.2% | 11,689 | $1.2M |
| Chicago Wealth Management, Inc. | 0.50% | Reduce -89.1% | 11,656 | $1.2M |
| Berkshire Money Management, Inc. | 0.11% | New | 11,230 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.3% | 11,216 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -91.7% | 11,084 | $1.2M |
| Altura Wealth Advisors Inc. | 0.50% | Add +13.5% | 11,077 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.1% | 11,032 | $1.2M |
| StoneX Group Inc. | 0.05% | Reduce -1.8% | 10,942 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -10.6% | 10,933 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -1.4% | 10,915 | $1.2M |
| Ulland Investment Advisors, LLC | 0.93% | Reduce -5.0% | 10,900 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +5.8% | 10,838 | $1.1M |
| Odyssey Capital Advisors, Inc. | 1.02% | — | 10,833 | $1.1M |
| Global Financial Private Client, LLC | 0.40% | Add +1.2% | 10,832 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Reduce -3.7% | 10,660 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -98.7% | 10,732 | $1.1M |
| Genesee Capital Advisors, LLC | 0.45% | Reduce -23.1% | 10,570 | $1.1M |
| Citizens National Bank Trust Department | 0.19% | Reduce -2.1% | 10,196 | $1.1M |
| United Community Bank | 0.40% | Reduce -0.9% | 10,122 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -23.5% | 10,098 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.49% | No change | 10,945 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +6.6% | 9,932 | $1.0M |
| KCM Investment Advisors LLC | 0.03% | Reduce -0.1% | 9,924 | $1.0M |
| RFG - Bristol Wealth Advisors, LLC | 0.29% | Reduce -22.0% | 9,882 | $1.0M |
| Apollon Financial, LLC | 0.15% | No change | 9,780 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.9% | 9,761 | $1.0M |
| Pacific Sun Financial Corp | 0.50% | Add +7.4% | 9,740 | $1.0M |
| AQR Capital Management | 0.00% | Reduce -1.8% | 9,680 | $1.0M |
| Mosley Wealth Management | 0.47% | — | 8,816 | $1.0M |
| Allen Capital Group, LLC | 0.09% | Reduce -2.4% | 9,602 | $1.0M |
| Trivium Point Advisory, LLC | 0.10% | Reduce -5.5% | 9,558 | $1.0M |
| Thomist Capital Management, LP | 0.27% | New | 9,300 | $995K |
| Intellectus Partners, LLC | 0.19% | No change | 9,404 | $994K |
| &partners | 0.01% | Reduce -2.4% | 9,158 | $991K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -0.1% | 9,325 | $986K |
| Calamos Wealth Management LLC | 0.03% | No change | 9,300 | $983K |
| Toronto Dominion Bank | 0.00% | New | 9,293 | $982K |
| TruWealth Advisors, LLC | 0.05% | Add +7.3% | 9,223 | $975K |
| United Capital Financial Advisors, LLC | 0.01% | Add +56.9% | 9,074 | $959K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 9,011 | $953K |
| Salem Investment Counselors Inc. | 0.03% | Add +0.8% | 9,012 | $952K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -0.2% | 8,983 | $949K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $945K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 8,939 | $945K |
| Silver Oak Securities, Incorporated | 0.06% | Add +27.6% | 8,767 | $938K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.1% | 8,711 | $921K |
| NTV Asset Management LLC | 0.10% | Reduce -41.6% | 8,668 | $916K |
| Whittier Trust Co. | 0.01% | Add +2624.4% | 8,718 | $915K |
| Advisor Resource Council | 0.33% | New | 10,203 | $913K |
| Keybank National Association | 0.00% | Reduce -3.1% | 8,535 | $902K |
| LMCG Investments, LLC | 0.05% | Add +1.1% | 8,484 | $897K |
| Sherman Wealth Management LLC | 0.78% | — | 8,455 | $894K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -47.5% | 8,308 | $878K |
| Assetmark, Inc. | 0.00% | Reduce -28.1% | 8,202 | $867K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -59.5% | 8,107 | $857K |
| Retirement Planning Group, LLC | 0.03% | Reduce -3.8% | 7,870 | $832K |
| Muirfield Wealth Advisors LLC | 0.61% | Add +32.6% | 7,845 | $829K |
| Blair William & Co. | 0.00% | Reduce -5.8% | 7,794 | $824K |
| Sankala Group LLC | 0.66% | — | 10,083 | $822K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -15.0% | 7,686 | $812K |
| Valeo Financial Advisors, LLC | 0.02% | Add +11.7% | 7,650 | $809K |
| Sterling Investment Counsel, LLC | 0.23% | Add +1.8% | 7,609 | $804K |
| One Capital Management, LLC | 0.02% | Add +3.8% | 7,534 | $796K |
| Alpine Woods Capital Investors, LLC | 0.19% | No change | 7,500 | $793K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.9% | 7,374 | $779K |
| Kane Investment Management, Inc. | 0.38% | Reduce -16.8% | 7,320 | $774K |
| Cascades Capital Asset Management, LLC | 0.33% | Reduce -9.5% | 7,315 | $773K |
| Legacy Financial Strategies, LLC | 0.14% | Reduce -0.8% | 7,269 | $768K |
| WBH Advisory Inc. | 0.06% | No change | 7,201 | $761K |
| AE Wealth Management LLC | 0.00% | Reduce -5.3% | 7,121 | $753K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -9.6% | 7,035 | $744K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.4% | 10,923 | $741K |
| Brookstone Capital Management | 0.01% | Reduce -65.9% | 6,939 | $733K |
| International Assets Investment Management, LLC | 0.05% | Reduce -44.8% | 6,933 | $733K |
| Madison Wealth Partners, Inc | 0.13% | Add +0.7% | 6,927 | $732K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | — | 6,898 | $729K |
| Monetary Management Group Inc. | 0.17% | No change | 6,825 | $721K |
| Fortis Group Advisors, LLC | 0.12% | Reduce -3.5% | 7,944 | $717K |
| Western Wealth Management, LLC | 0.03% | Add +13.4% | 6,765 | $715K |
| Perennial Investment Advisors, LLC | 0.06% | New | 6,725 | $711K |
| Balentine LLC | 0.03% | No change | 6,724 | $711K |
| Gsa Capital Partners LLP | 0.06% | Add +10.8% | 6,656 | $703K |
| WestEnd Advisors, LLC | 0.02% | Reduce -50.9% | 6,649 | $703K |
| Kesler, Norman & Wride, LLC | 0.12% | Reduce -13.7% | 6,595 | $697K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 6,550 | $692K |
| Ignite Planners, LLC | 0.11% | Add +50.6% | 7,637 | $690K |
| Triangle Securities Wealth Management | 0.14% | Reduce -3.0% | 6,480 | $685K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 6,470 | $684K |
| Rathbones Group PLC | 0.00% | No change | 6,360 | $672K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.3% | 6,278 | $664K |
| Greenspring Advisors, LLC | 0.04% | Add +113.3% | 6,255 | $661K |
| Novak & Powell Financial Services, Inc. | 0.34% | Reduce -1.6% | 6,125 | $647K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.7% | 6,030 | $637K |
| Hilltop Holdings Inc. | 0.04% | Reduce -40.3% | 6,021 | $636K |
| Verition Fund Management LLC | 0.00% | New | 6,000 | $634K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -4.3% | 5,955 | $629K |
| High Point Wealth Management, LLC | 0.59% | — | 5,875 | $621K |
| Benjamin Edwards Inc. | 0.01% | Add +1.1% | 5,873 | $621K |
| PFG Investments, LLC | 0.03% | Reduce -4.7% | 5,870 | $620K |
| Arax Advisory Partners | 0.02% | New | 5,841 | $617K |
| Chatham Capital Group, Inc. | 0.09% | No change | 5,825 | $616K |
| Spire Wealth Management | 0.02% | Reduce -0.8% | 5,790 | $612K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.6% | 5,706 | $603K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -63.7% | 5,696 | $602K |
| Ehrlich Financial Group | 0.34% | Reduce -1.5% | 5,608 | $593K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 5,567 | $588K |
| Compound Planning, Inc. | 0.02% | Reduce -3.3% | 5,514 | $583K |
| Calton & Associates, Inc. | 0.08% | Reduce -1.9% | 5,242 | $554K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +1109.2% | 5,236 | $549K |
| Plotkin Financial Advisors, LLC | 0.27% | Reduce -9.2% | 5,170 | $546K |
| EFG International AG | 0.01% | — | 5,160 | $546K |
| Tenzing Financial LLC | 0.44% | — | 5,121 | $541K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,092 | $538K |
| Sharp Wealth Advisory, LLC | 0.27% | Add +2.5% | 5,075 | $536K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -5.8% | 5,040 | $533K |
| Verity Asset Management, Inc. | 0.23% | New | 5,000 | $528K |
| Wedbush Securities Inc. | 0.02% | Add +10.9% | 4,975 | $526K |
| WJ Wealth Management, LLC | 0.23% | No change | 4,925 | $521K |
| Haverford Trust Co | 0.00% | No change | 4,875 | $515K |
| Caprock Group, LLC | 0.01% | No change | 4,837 | $511K |
| Private Trust Co. NA | 0.04% | Reduce -2.5% | 4,834 | $511K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -3.0% | 4,776 | $505K |
| Y.D. More Investments Ltd | 0.02% | Add +26.3% | 4,722 | $499K |
| Karnit Road Accident Victims Compensation Fund | 0.28% | — | 4,640 | $490K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -47.3% | 4,564 | $482K |
| Larson Financial Group LLC | 0.02% | Add +11.8% | 4,563 | $482K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -42.0% | 4,530 | $479K |
| Capital Developers, LLC | 0.43% | — | 4,529 | $479K |
| Carret Asset Management, LLC | 0.05% | Add +5.5% | 4,505 | $476K |
| Trexquant Investment LP | 0.00% | Add +97.5% | 4,398 | $465K |
| Mathes Company, Inc. | 0.16% | Add +4.8% | 4,325 | $457K |
| COFG Advisors, LLC | 0.11% | — | 4,306 | $455K |
| Investmark Advisory Group LLC | 0.19% | No change | 4,275 | $452K |
| Kovack Advisors, Inc. | 0.02% | New | 4,257 | $450K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -22.6% | 5,410 | $446K |
| NewEdge Wealth, LLC | 0.01% | New | 4,204 | $444K |
| Maxele Advisors, LLC | 0.36% | Add +0.5% | 4,180 | $442K |
| Sandbox Financial Partners, LLC | 0.12% | Add +0.1% | 4,152 | $439K |
| Fortune Financial Group, Inc. | 0.43% | — | 3,876 | $438K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.5% | 4,135 | $437K |
| Apeiron RIA LLC | 0.09% | Reduce -59.8% | 4,869 | $437K |
| Fifth Third Bancorp | 0.00% | No change | 4,107 | $434K |
| 360 Financial, Inc. | 0.13% | Reduce -27.7% | 4,097 | $433K |
| Modera Wealth Management, LLC | 0.01% | Reduce -53.4% | 4,089 | $432K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.2% | 4,075 | $431K |
| Westfuller Advisors, LLC | 0.17% | No change | 4,030 | $426K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $423K |
| August Group Capital Ltd | 0.47% | — | 3,985 | $421K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -6.6% | 3,971 | $420K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 3,957 | $418K |
| First Growth Capital LLC | 0.36% | — | 4,908 | $408K |
| MWA Asset Management | 0.23% | Reduce -5.5% | 3,860 | $408K |
| Ak Global Asset Management, LLC | 0.35% | — | 3,825 | $404K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.8% | 3,820 | $404K |
| Canal Capital Management, LLC | 0.06% | No change | 3,735 | $395K |
| World Investment Advisors | 0.01% | Add +18.6% | 3,730 | $394K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,730 | $394K |
| Wellington Shields Capital Management, LLC | 0.06% | Reduce -1.3% | 3,725 | $394K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,705 | $392K |
| Arlington Capital Management, Inc. | 0.24% | Reduce -9.9% | 3,694 | $390K |
| Ellis Investment Partners, LLC | 0.07% | Add +88.5% | 3,685 | $389K |
| Colonial Trust Advisors | 0.03% | No change | 3,675 | $388K |
| Wagner Wealth Management, Corp | 0.38% | — | 3,670 | $388K |
| Samalin Investment Counsel, LLC | 0.14% | No change | 3,650 | $386K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.7% | 3,598 | $380K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,595 | $380K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -6.2% | 3,586 | $379K |
| Millennium Capital Advisors, LLC | 0.22% | Reduce -0.8% | 3,584 | $379K |
| Fortis Capital Management LLC | 0.05% | Reduce -0.3% | 3,540 | $374K |
| Northstar Advisory Group, LLC | 0.13% | Reduce -72.3% | 3,512 | $371K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +1.4% | 3,495 | $369K |
| Ironwood Financial, llc | 0.06% | No change | 3,405 | $359K |
| Transcend Capital Advisors, LLC | 0.03% | Add +2.3% | 3,385 | $358K |
| Centaurus Financial, Inc. | 0.02% | Reduce -28.8% | 3,378 | $357K |
| Pinebridge Investments LLC | 0.00% | — | 3,368 | $356K |
| Lee Johnson Capital Management, LLC | 0.12% | Reduce -78.3% | 3,364 | $356K |
| Ceera Investments, LLC | 0.14% | No change | 3,350 | $354K |
| Dupree Financial Group, LLC | 0.13% | Reduce -6.3% | 3,317 | $351K |
| RB Capital Management, LLC | 0.07% | No change | 3,300 | $349K |
| OneAscent Family Office, LLC | 0.24% | Add +33.3% | 3,287 | $347K |
| Harbour Wealth Management Group, Inc. | 0.27% | — | 3,281 | $347K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -5.3% | 3,275 | $346K |
| Wealth Advisors of Tampa Bay, LLC | 0.12% | No change | 3,268 | $345K |
| BBR Partners, LLC | 0.02% | New | 3,267 | $345K |
| SFG Wealth Management, LLC. | 0.13% | No change | 3,235 | $342K |
| BlackRock, Inc. | 0.00% | Add +3.7% | 3,224 | $341K |
| Turim 21 Investimentos Ltda. | 0.13% | No change | 46,100 | $340K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 3,201 | $338K |
| South Shore Capital Advisors | 0.25% | — | 3,187 | $337K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -94.1% | 3,183 | $336K |
| Kingsman Wealth Management, Inc. | 0.18% | No change | 3,175 | $336K |
| First Foundation Advisors | 0.01% | Reduce -2.9% | 3,162 | $334K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -36.7% | 3,055 | $323K |
| Avestar Capital, LLC | 0.02% | Reduce -95.2% | 3,035 | $321K |
| Soltis Investment Advisors LLC | 0.02% | No change | 3,026 | $320K |
| Abbot Financial Management, Inc. | 0.13% | Reduce -2.4% | 3,025 | $320K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -5.6% | 3,024 | $320K |
| Interchange Capital Partners, LLC | 0.06% | No change | 3,011 | $318K |
| Expressive Wealth LLC | 0.34% | — | 3,007 | $318K |
| Cadia Private Client LLC | 0.25% | — | 3,001 | $317K |
| Gruss & Co., LLC | 0.70% | No change | 3,000 | $317K |
| Harvest Investment Services, LLC | 0.06% | Add +3.9% | 2,995 | $317K |
| Bullseye Investment Management, LLC | 0.16% | Reduce -0.9% | 2,980 | $315K |
| Tranquilli Financial Advisor LLC | 0.18% | Reduce -0.6% | 2,960 | $313K |
| Daviman Financial, LLC | 0.18% | — | 2,959 | $313K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -11.4% | 2,947 | $311K |
| Purus Wealth Management, LLC | 0.10% | Reduce -10.9% | 2,945 | $311K |
| Two Sigma Securities, LLC | 0.04% | New | 2,940 | $311K |
| Blue Chip Partners, LLC | 0.02% | Add +2.4% | 2,937 | $310K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -0.4% | 2,930 | $310K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $309K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,925 | $309K |
| ABLE Financial Group, LLC | 0.06% | Reduce -2.5% | 2,920 | $309K |
| Choreo, LLC | 0.00% | Add +22.1% | 2,866 | $307K |
| APS Management Group, Inc. | 0.26% | Reduce -8.5% | 2,887 | $305K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,878 | $304K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -15.4% | 2,834 | $300K |
| Cypress Capital Management LLC (WY) | 0.29% | Reduce -3.6% | 2,825 | $299K |
| Clark Asset Management, LLC | 0.03% | No change | 2,795 | $295K |
| Signaturefd, LLC | 0.00% | Add +44.5% | 2,791 | $295K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -5.1% | 2,782 | $294K |
| Garde Capital, Inc. | 0.02% | No change | 2,732 | $289K |
| Lotus Technology Management, LP | 0.16% | — | 2,728 | $288K |
| Dakota Wealth Management | 0.01% | No change | 2,725 | $288K |
| Sequent Planning LLC | 0.07% | Reduce -0.1% | 2,710 | $286K |
| Ogorek Anthony Joseph /NY/ | 0.08% | No change | 2,711 | $286K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +26.1% | 2,703 | $285K |
| N.E.W. Advisory Services LLC | 0.02% | Add +10.0% | 2,671 | $282K |
| Aire Advisors, LLC | 0.05% | Reduce -4.6% | 2,623 | $277K |
| Ameritas Advisory Services, LLC | 0.01% | Add +266.6% | 2,621 | $277K |
| Asset One Wealth Management LLC | 0.04% | — | 3,077 | $275K |
| Merkkuri Wealth Advisors LLC | 0.19% | No change | 2,606 | $275K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.4% | 2,602 | $275K |
| Hanson & Doremus Investment Management | 0.03% | No change | 2,540 | $268K |
| Essex Bank | 0.06% | No change | 2,525 | $267K |
| Transcendent Capital Group LLC | 0.12% | No change | 2,500 | $264K |
| Middleton & Co. Inc. | 0.03% | No change | 2,500 | $264K |
| Edgestream Partners, L.P. | 0.01% | Reduce -52.1% | 2,500 | $264K |
| Dimension Capital Management LLC | 0.04% | No change | 2,464 | $260K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -42.2% | 2,431 | $257K |
| Ayalon Insurance Comp Ltd. | 0.06% | No change | 2,425 | $256K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,375 | $251K |
| Ceeto Capital Group, LLC | 0.07% | No change | 2,375 | $251K |
| Vise Technologies, Inc. | 0.00% | Add +1.4% | 2,366 | $250K |
| VestGen Advisors, LLC | 0.01% | Reduce -66.0% | 2,362 | $250K |
| Nixon Peabody Trust Co. | 0.02% | No change | 2,328 | $246K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,318 | $245K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +5.4% | 2,297 | $243K |
| Global Trust Asset Management, LLC | 0.10% | Reduce -76.3% | 2,275 | $240K |
| Ring Mountain Capital, LLC | 0.12% | Reduce -4.8% | 2,441 | $240K |
| Nwam LLC | 0.01% | Reduce -81.8% | 2,397 | $237K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -60.5% | 2,233 | $236K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -1.0% | 2,232 | $236K |
| Beacon Financial Group | 0.02% | Reduce -0.8% | 2,223 | $235K |
| Retirement Planning Co of New England, Inc. | 0.09% | Reduce -2.2% | 2,200 | $233K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,200 | $233K |
| Busey Bank | 0.01% | No change | 2,190 | $231K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -71.6% | 2,189 | $231K |
| Pictet Asset Management Holding SA | 0.00% | No change | 2,184 | $231K |
| Ark Wealth Advisors LLC | 0.25% | — | 2,170 | $229K |
| Brown Advisory Inc. | 0.00% | No change | 2,160 | $228K |
| BIP Wealth, LLC | 0.01% | New | 2,157 | $228K |
| Financial Life Planners | 0.16% | Add +6.5% | 2,156 | $228K |
| McGuire Investment Group, LLC | 0.02% | No change | 2,107 | $223K |
| LPWM LLC | 0.06% | Reduce -7.9% | 2,095 | $221K |
| BlackDiamond Wealth Management, LLC | 0.11% | New | 2,598 | $221K |
| Empower Advisory Group, LLC | 0.00% | New | 2,081 | $220K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,077 | $220K |
| First International Bank of Israel Ltd. | 0.10% | Add +5.0% | 2,069 | $219K |
| Greenwood Capital Associates LLC | 0.02% | No change | 2,065 | $218K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -28.1% | 2,064 | $218K |
| Mullaney, Keating & Wright, Inc. | 0.11% | No change | 1,680 | $217K |
| Vontobel Holding Ltd. | 0.00% | Reduce -50.5% | 2,050 | $217K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.7% | 2,041 | $216K |
| Howard Financial Services, LTD. | 0.03% | No change | 2,028 | $214K |
| Cadence Bank | 0.01% | No change | 2,022 | $214K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 2,000 | $211K |
| KTF Investments, LLC | 0.03% | — | 2,000 | $211K |
| GPS Wealth Strategies Group, LLC | 0.18% | Reduce -86.3% | 1,982 | $209K |
| Patriot Investment Management Group, Inc. | 0.01% | Reduce -18.2% | 1,980 | $209K |
| DMC Group, LLC | 0.14% | Reduce -33.3% | 1,980 | $209K |
| Arkadios Wealth Advisors | 0.00% | Add +5.3% | 1,974 | $209K |
| RFG Advisory, LLC | 0.00% | Add +8.8% | 1,968 | $208K |
| Dudley Capital Management, LLC | 0.09% | Add +3.6% | 1,957 | $207K |
| Whalen Wealth Management Inc. | 0.11% | New | 1,955 | $207K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.8% | 1,918 | $203K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -94.9% | 1,895 | $200K |
| High Note Wealth, LLC | 0.04% | No change | 1,885 | $199K |
| Comprehensive Financial Planning, Inc. | 0.13% | No change | 1,875 | $198K |
| TFC Financial Management, Inc. | 0.02% | New | 1,875 | $198K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,870 | $198K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -97.9% | 1,800 | $190K |
| Lanark Financial, Inc. | 0.01% | Reduce -51.1% | 1,750 | $185K |
| Colonial Trust Co / SC | 0.02% | Reduce -28.7% | 1,680 | $178K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,800 | $175K |
| Financial Freedom, LLC | 0.09% | No change | 1,637 | $173K |
| Merited Wealth, LLC | 0.16% | — | 1,595 | $169K |
| SG Americas Securities, LLC | 0.00% | New | 1,511 | $160K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -87.6% | 1,478 | $158K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.0% | 1,421 | $150K |
| PEAK6 LLC | 0.00% | Add +2.8% | 1,414 | $149K |
| Copia Wealth Management | 0.10% | Reduce -1.0% | 1,387 | $147K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -91.5% | 1,385 | $146K |
| LOM Asset Management Ltd | 0.04% | Add +71.4% | 1,200 | $127K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.4% | 1,140 | $120K |
| Advocate Investing Services LLC | 0.10% | — | 1,100 | $116K |
| Root Financial Partners, LLC | 0.01% | Reduce -1.0% | 1,089 | $115K |
| Harbor Asset Planning, Inc. | 0.10% | No change | 1,077 | $114K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,010 | $107K |
| Glen Eagle Advisors, LLC | 0.01% | Add +10.3% | 1,006 | $106K |
| Align Financial, LLC | 0.06% | — | 102,942 | $103K |
| Deane Retirement Strategies, Inc. | 0.04% | Add +55.5% | 919 | $97K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $96K |
| First Horizon Corp. | 0.00% | No change | 904 | $96K |
| Hurley Capital, LLC | 0.05% | No change | 895 | $95K |
| Planning Project LLC | 0.02% | — | 895 | $95K |
| Winthrop Capital Management, LLC | 0.02% | No change | 885 | $94K |
| Capital Analysts, LLC | 0.00% | Add +62.6% | 870 | $92K |
| CoreCap Advisors, LLC | 0.00% | No change | 870 | $92K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $90K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 817 | $86K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 775 | $82K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.3% | 772 | $82K |
| Rossmore Private Capital | 0.01% | New | 733 | $77K |
| Elevation Wealth Partners, LLC | 0.03% | New | 716 | $76K |
| Capital Investment Counsel, Inc | 0.01% | New | 705 | $75K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 682 | $72K |
| SouthState Bank Corp | 0.00% | No change | 655 | $69K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $69K |
| Delta Asset Management LLC | 0.01% | No change | 625 | $66K |
| Glenmede Trust Co. NA | 0.00% | — | 576 | $61K |
| Addison Advisors LLC | 0.01% | No change | 565 | $60K |
| Aventura Private Wealth, LLC | 0.02% | No change | 562 | $59K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 540 | $57K |
| Investors Research Corp | 0.01% | No change | 525 | $55K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -83.2% | 625 | $54K |
| Fortitude Family Office, LLC | 0.01% | No change | 500 | $53K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $53K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -51.3% | 485 | $51K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -3.7% | 473 | $50K |
| FWL Investment Management, LLC | 0.01% | Add +11.2% | 468 | $49K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 458 | $48K |
| Webster Bank, N. A. | 0.00% | No change | 450 | $48K |
| Redwood Park Advisors LLC | 0.03% | Reduce -10.1% | 444 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | Add +417.6% | 440 | $47K |
| Fairscale Capital, LLC | 0.03% | No change | 420 | $44K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $42K |
| Sound Income Strategies, LLC | 0.00% | Add +1428.6% | 428 | $42K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 400 | $42K |
| Bogart Wealth, LLC | 0.00% | Add +48.5% | 395 | $42K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 375 | $40K |
| Morse Asset Management, Inc | 0.01% | Add +0.5% | 373 | $39K |
| CX Institutional | 0.00% | Reduce -14.8% | 364 | $38K |
| Cambient Family Office, LLC | 0.01% | — | 350 | $37K |
| Barrett & Company, Inc. | 0.01% | Add +44.8% | 323 | $34K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 315 | $33K |
| Anchor Investment Management, LLC | 0.00% | No change | 315 | $33K |
| Creative Financial Designs Inc. | 0.00% | No change | 305 | $32K |
| Montag A & Associates Inc. | 0.00% | Reduce -55.9% | 300 | $32K |
| Crewe Advisors LLC | 0.00% | Add +0.3% | 293 | $31K |
| Archer Investment Corp | 0.01% | Reduce -0.3% | 290 | $31K |
| Pinney & Scofield, Inc. | 0.02% | No change | 280 | $30K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -15.4% | 275 | $29K |
| Pflug Koory, LLC | 0.01% | No change | 265 | $28K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $27K |
| Pursuit Wealth Strategies, LLC | 0.04% | — | 250 | $26K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 250 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 247 | $26K |
| Eastern Bank | 0.00% | New | 229 | $24K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $24K |
| NFSG Corp | 0.00% | Reduce -36.2% | 220 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 210 | $22K |
| Darwin Wealth Management, LLC | 0.01% | No change | 207 | $22K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 200 | $21K |
| GAMMA Investing LLC | 0.00% | Add +69.6% | 195 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 194 | $21K |
| Byrne Asset Management LLC | 0.01% | No change | 190 | $20K |
| Financial Perspectives, Inc | 0.00% | No change | 170 | $18K |
| Vision Financial Markets LLC | 0.02% | No change | 151 | $16K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 129 | $14K |
| Biltmore Family Office, LLC | 0.00% | No change | 125 | $13K |
| Coastline Trust Co | 0.00% | No change | 125 | $13K |
| Navalign, LLC | 0.00% | New | 120 | $13K |
| Silicon Valley Capital Partners | 0.00% | No change | 120 | $13K |
| IMG Wealth Management, Inc. | 0.01% | No change | 115 | $12K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 115 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 115 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 110 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 100 | $11K |
| Clark Wealth Partners | 0.01% | No change | 102 | $11K |
| Evolution Wealth Management Inc. | 0.01% | Add +25.0% | 100 | $11K |
| Founders Capital Management | 0.01% | No change | 100 | $11K |
| Estate Planners Group, LLC | 0.00% | — | 100 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 96 | $10K |
| Navigoe, LLC | 0.01% | No change | 96 | $10K |
| Strive Financial Group ,LLC | 0.01% | — | 94 | $10K |
| Kingdom Financial Group LLC. | 0.00% | New | 75 | $8K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 75 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 70 | $7K |
| NorthAvenue LLC | 0.01% | — | 68 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 66 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $7K |
| Hilltop National Bank | 0.00% | New | 60 | $6K |
| Tidemark, LLC | 0.00% | No change | 55 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 50 | $5K |
| Perkins Coie Trust Co | 0.00% | No change | 45 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 40 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 37 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 35 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 28 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -37.5% | 25 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -70.5% | 23 | $2K |
| LM Advisors LLC | 0.01% | Reduce -89.4% | 219 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | New | 15 | $2K |
| Go Invest LLC | 0.00% | — | 10 | $1K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $1K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | New | 10 | $1K |
| Legacy Bridge, LLC | 0.00% | No change | 4 | $423 |
| BXM Wealth LLC | 0.00% | New | 33,292 | $315 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.