iShares Expanded Tech-SoftwaIGVETF
13F holders, Q1 2026 (March 31)764holders +116
257new positions
140sold out
6famous investors
$79.38avg. 13F price*
At the end of Q1 2026, 764 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 116 from Q4 2025. 257 opened new positions and 140 sold out. The largest holders were Varma Mutual Pension Insurance Co ($1.6B), Goldman Sachs Group Inc. ($1.1B) and Morgan Stanley ($855.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 257 | $2.5B |
| Exits | 140 | $307.8M |
All 13F filers, Q4 2025 → Q1 2026: 79,495,258 shares bought and 10,474,887 shares sold, net +69,020,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Varma Mutual Pension Insurance Co | 9.56% | New | 20,358,901 | $1.6B |
| Goldman Sachs Group Inc. | 0.15% | Add +803.0% | 13,848,438 | $1.1B |
| Morgan Stanley | 0.05% | Add +210.4% | 10,687,487 | $855.5M |
| Citigroup Inc. | 0.53% | Add +690.2% | 10,395,289 | $832.1M |
| UBS Group AG | 0.11% | Add +482.4% | 7,650,829 | $612.4M |
| BNP Paribas Financial Markets | 0.38% | Add +39.4% | 7,155,824 | $572.8M |
| Bank of America Corp. | 0.02% | Reduce -31.7% | 3,520,404 | $281.8M |
| LPL Financial LLC | 0.05% | Add +56.4% | 2,369,960 | $189.7M |
| Wells Fargo & Company | 0.04% | Add +62.4% | 2,198,127 | $176.0M |
| Menora Mivtachim Holdings LTD. | 0.83% | Add +28.5% | 2,193,601 | $175.6M |
| JPMorgan Chase & Co. | 0.01% | Add +508.3% | 1,617,687 | $125.6M |
| Laura & John Arnold Foundation | 27.58% | No change | 1,479,875 | $118.5M |
| Caisse de depot et placement du Quebec | 0.17% | New | 1,312,218 | $105.0M |
| Phoenix Financial Ltd. | 0.98% | Reduce -1.9% | 1,295,294 | $103.7M |
| Northwestern Mutual Investment Management Company, LLC | 1.38% | New | 1,134,300 | $90.8M |
| Royal Bank of Canada | 0.02% | Add +97.1% | 1,053,141 | $84.3M |
| Susquehanna International Group, LLP | 0.10% | Add +457.0% | 948,606 | $75.9M |
| Clal Insurance Enterprises Holdings Ltd | 0.45% | Reduce -46.4% | 929,000 | $74.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.11% | Add +6.7% | 800,000 | $64.0M |
| Equitable Holdings, Inc. | 0.37% | Add +89.4% | 550,965 | $57.8M |
| Ameriprise Financial Inc. | 0.01% | Add +23.3% | 700,159 | $56.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +209.6% | 668,393 | $53.5M |
| Fisher Asset Management | 0.02% | Reduce -8.7% | 626,482 | $50.1M |
| Raymond James Financial Inc. | 0.01% | Add +92.1% | 577,550 | $46.2M |
| HighTower Advisors, LLC | 0.05% | Add +21.6% | 548,424 | $43.9M |
| Bank of Nova Scotia | 0.08% | New | 548,204 | $43.9M |
| Barclays PLC | 0.01% | Add +550.2% | 492,239 | $39.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.31% | Reduce -83.7% | 443,036 | $35.5M |
| SP Asset Management LLC | 3.09% | Add +4.8% | 437,356 | $35.0M |
| Jane Street Group, LLC | 0.04% | New | 432,610 | $34.6M |
| Federation des caisses Desjardins du Quebec | 0.11% | Add +15.2% | 365,200 | $29.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +224.0% | 359,597 | $28.8M |
| MML Investors Services, LLC | 0.08% | Reduce -13.9% | 353,881 | $28.3M |
| Cartenna Capital, LP | 1.22% | New | 350,000 | $28.0M |
| Corient Private Wealth LP | 0.04% | Reduce -24.2% | 343,401 | $27.5M |
| Cetera Investment Advisers | 0.03% | Add +16.1% | 311,848 | $25.0M |
| Nan Shan Life Insurance Co., Ltd. | 0.89% | New | 306,916 | $24.6M |
| Empyrean Capital Partners, LP | 0.81% | New | 286,000 | $22.9M |
| Main Management ETF Advisors, LLC | 0.85% | Add +26.7% | 285,736 | $22.9M |
| Squarepoint Ops LLC | 0.05% | Add +177.9% | 282,127 | $22.6M |
| Luken Investment Analytics, LLC | 8.41% | New | 274,298 | $22.0M |
| LMR Partners LLP | 0.26% | New | 267,609 | $21.4M |
| Westwind Capital | 4.94% | Add +6.4% | 25,689 | $20.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.12% | New | 255,095 | $20.4M |
| Quantitative Investment Management, LLC | 2.12% | New | 254,717 | $20.4M |
| Captrust Financial Advisors | 0.04% | Add +175.3% | 253,418 | $20.3M |
| Janney Montgomery Scott LLC | 0.05% | Add +24.1% | 250,052 | $20.0M |
| 1248 Management, LLC | 8.98% | New | 242,040 | $19.4M |
| Barings LLC | 0.32% | Add +122.1% | 240,898 | $19.3M |
| Carnegie Investment Counsel | 0.36% | Add +1141.1% | 228,028 | $18.3M |
| Waverly Advisors, LLC | 0.13% | Reduce -44.6% | 223,569 | $17.9M |
| IMC-Chicago, LLC | 0.27% | New | 221,893 | $17.8M |
| Stifel Financial Corp. | 0.02% | Reduce -30.4% | 216,942 | $17.4M |
| Focus Partners Wealth | 0.02% | Add +207.3% | 221,716 | $17.0M |
| Ieq Capital, LLC | 0.08% | Add +308.4% | 211,735 | $16.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -31.1% | 207,713 | $16.6M |
| Wellspring Financial Advisors, LLC | 1.18% | Reduce -5.9% | 1,520,678 | $15.7M |
| SG Americas Securities, LLC | 0.02% | Add +12005.4% | 182,913 | $14.6M |
| Purpose Unlimited Inc. | 0.60% | New | 178,637 | $14.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +11.9% | 178,005 | $14.2M |
| D.A. Davidson & Co. | 0.08% | Add +88.1% | 165,335 | $13.2M |
| B & T Capital Management DBA Alpha Capital Management | 1.87% | New | 161,373 | $12.9M |
| Renaissance Technologies | 0.02% | Add +429.7% | 156,800 | $12.6M |
| Baker Avenue Asset Management, LP | 0.28% | Add +22.3% | 155,554 | $12.5M |
| Focused Wealth Management, Inc | 1.27% | New | 152,311 | $12.2M |
| Noesis Capital Mangement Corp. | 1.79% | Reduce -1.7% | 151,496 | $12.1M |
| Truist Financial Corp. | 0.02% | Reduce -28.0% | 148,351 | $11.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +29.7% | 146,260 | $11.7M |
| Diversify Wealth Management, LLC | 0.20% | New | 133,534 | $11.3M |
| Novare Capital Management LLC | 0.89% | Add +971.4% | 140,354 | $11.2M |
| Jones Financial Companies LLLP | 0.01% | Add +117.6% | 145,314 | $11.2M |
| Horizon Wealth Management, LLC | 1.63% | New | 139,056 | $11.1M |
| Lowe Brockenbrough & Co. Inc. | 0.54% | Add +3.0% | 136,048 | $10.9M |
| Y.D. More Investments Ltd | 0.42% | Add +2753.9% | 134,760 | $10.8M |
| Concentric Capital Strategies, LP | 0.91% | New | 130,654 | $10.5M |
| DG Capital Management, LLC | 5.27% | New | 130,000 | $10.4M |
| Procyon Advisors, LLC | 0.50% | New | 128,027 | $10.2M |
| GGM Financial LLC | 4.71% | New | 127,941 | $10.2M |
| Fiduciary Trust Co | 0.12% | Reduce -2.8% | 125,564 | $10.1M |
| Mariner, LLC | 0.01% | Reduce -23.8% | 117,474 | $9.4M |
| Centiva Capital, LP | 0.44% | New | 117,069 | $9.4M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +45.9% | 112,761 | $9.0M |
| Graham Capital Management, L.P. | 0.41% | Add +36.1% | 112,318 | $9.0M |
| J. Goldman & Co LP | 0.42% | New | 112,222 | $9.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +37.3% | 111,110 | $8.9M |
| Joseph Group Capital Management | 2.19% | New | 109,524 | $8.8M |
| Oppenheimer & Co. Inc. | 0.11% | Add +189.7% | 107,973 | $8.6M |
| Rothschild Investment LLC | 0.45% | New | 107,475 | $8.6M |
| Private Advisor Group, LLC | 0.04% | Add +188.8% | 104,799 | $8.4M |
| Principle Wealth Partners LLC | 0.48% | Add +9.9% | 104,505 | $8.4M |
| HRT Financial LP | 0.02% | Add +335.7% | 99,859 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +185.4% | 99,752 | $8.0M |
| Choate Investment Advisors | 0.15% | New | 96,468 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +15.6% | 95,550 | $7.7M |
| Parallax Volatility Advisers, L.P. | 0.43% | New | 95,536 | $7.6M |
| Aster Capital Management (DIFC) Ltd | 2.50% | New | 85,820 | $7.6M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -34.2% | 92,422 | $7.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +73.8% | 90,142 | $7.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -52.3% | 89,300 | $7.1M |
| National Bank of Canada | 0.01% | Add +376.7% | 87,161 | $7.0M |
| Cwm, LLC | 0.02% | Reduce -25.2% | 87,084 | $7.0M |
| Freestone Capital Holdings, LLC | 0.21% | New | 86,689 | $6.9M |
| NFSG Corp | 1.10% | Add +37932.3% | 83,671 | $6.7M |
| Private Wealth Advisors, LLC | 1.86% | New | 82,418 | $6.6M |
| Quadrature Capital Ltd | 0.08% | New | 82,280 | $6.6M |
| Maniro Ltd | 1.99% | New | 81,930 | $6.6M |
| Silver Coast Investments LLC | 2.04% | Add +36.9% | 79,882 | $6.4M |
| Main Management LLC | 0.46% | Reduce -8.9% | 79,766 | $6.4M |
| Scotia Capital Inc. | 0.03% | New | 77,822 | $6.2M |
| First Manhattan Co. Llc. | 0.02% | New | 77,608 | $6.2M |
| Blair William & Co. | 0.02% | Add +881.0% | 76,457 | $6.1M |
| IFP Advisors, Inc | 0.13% | Add +1267.7% | 76,137 | $6.1M |
| Arvest Bank Trust Division | 0.33% | New | 75,195 | $6.0M |
| Titleist Asset Management, LLC | 0.44% | New | 72,943 | $5.8M |
| Kwmg, LLC | 0.48% | Add +3.7% | 71,547 | $5.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.5% | 69,533 | $5.5M |
| RIA Advisory Group LLC | 1.36% | New | 69,219 | $5.5M |
| Chicago Partners Investment Group LLC | 0.12% | Add +0.4% | 61,798 | $5.5M |
| Marshall Wace, LLP | 0.01% | Add +255.7% | 68,288 | $5.5M |
| Triumph Capital Management | 1.12% | Add +374.1% | 68,168 | $5.5M |
| Clark Capital Management Group, Inc. | 0.03% | New | 66,673 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +223.4% | 64,970 | $5.2M |
| Cibc World Market Inc. | 0.01% | Add +334.4% | 64,851 | $5.2M |
| Clarity Financial LLC | 0.55% | New | 63,192 | $5.1M |
| Citadel Advisors | 0.00% | New | 63,118 | $5.1M |
| Bricktown Capital, LLC | 0.99% | New | 63,000 | $5.0M |
| Altfest L J & Co. Inc. | 0.54% | New | 62,714 | $5.0M |
| Morningstar Investment Management LLC | 0.31% | New | 61,715 | $4.9M |
| Bogart Wealth, LLC | 0.19% | Add +15487.6% | 61,571 | $4.9M |
| Jmac Enterprises LLC | 0.94% | Add +2.4% | 61,156 | $4.9M |
| KKM Financial LLC | 0.83% | No change | 44,307 | $4.7M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -65.2% | 58,474 | $4.7M |
| Clearstead Advisors, LLC | 0.04% | Add +139.2% | 58,059 | $4.6M |
| Grange Capital, LLC | 4.55% | New | 57,016 | $4.6M |
| Venture Visionary Partners LLC | 0.15% | Add +433.2% | 56,836 | $4.5M |
| SummitTX Capital, L.P. | 0.14% | New | 55,961 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +73.6% | 54,749 | $4.4M |
| Sigma Planning Corp | 0.12% | Add +4.6% | 54,744 | $4.4M |
| Arete Wealth Advisors, LLC | 0.33% | New | 54,813 | $4.4M |
| Arvest Investments, Inc. | 0.60% | New | 54,684 | $4.4M |
| Pring Turner Capital Group Inc. | 2.55% | New | 52,959 | $4.2M |
| HSBC Holdings PLC | 0.00% | Add +248.8% | 52,140 | $4.2M |
| Private Capital Management, LLC | 0.42% | New | 51,503 | $4.1M |
| Stephens Inc. | 0.05% | Add +55.4% | 51,440 | $4.1M |
| Bank Hapoalim BM | 0.66% | Reduce -44.2% | 50,675 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +60.4% | 50,620 | $4.1M |
| Sfmg, LLC | 0.28% | Add +2.0% | 50,298 | $4.0M |
| Independent Financial Group, LLC | 0.09% | Add +99.2% | 49,534 | $4.0M |
| StoneCrest Wealth Management, Inc. | 1.65% | Add +2.9% | 48,638 | $3.9M |
| Creative Planning | 0.00% | Add +21.5% | 48,149 | $3.9M |
| Cottonwood Capital Advisors, LLC | 2.69% | Reduce -1.0% | 47,616 | $3.8M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 47,257 | $3.8M |
| Wealthfront Advisers LLC | 0.01% | Add +19.7% | 47,155 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Add +2165.8% | 46,448 | $3.7M |
| Holderness Investments Co. | 0.74% | Reduce -2.2% | 46,318 | $3.7M |
| Bawa N Mallick Trust | 1.51% | Reduce -9.8% | 46,000 | $3.7M |
| FMR LLC | 0.00% | Reduce -4.2% | 44,132 | $3.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Add +1.1% | 43,902 | $3.5M |
| Verition Fund Management LLC | 0.04% | Add +616.3% | 42,979 | $3.4M |
| Harbour Investments, Inc. | 0.05% | Add +46.0% | 42,886 | $3.4M |
| Boothbay Fund Management, LLC | 0.08% | New | 41,896 | $3.4M |
| Courier Capital LLC | 0.19% | New | 41,826 | $3.3M |
| Advisors Capital Management, LLC | 0.04% | New | 40,847 | $3.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +1869.2% | 40,645 | $3.3M |
| Sharper & Granite LLC | 1.10% | Add +4.7% | 40,195 | $3.2M |
| Intrinsic Edge Capital Management LLC | 0.58% | New | 40,000 | $3.2M |
| GTS Securities LLC | 0.11% | New | 40,000 | $3.2M |
| Credit Agricole S A | 0.01% | New | 39,783 | $3.2M |
| Jefferies Financial Group Inc. | 0.04% | Add +1123.9% | 38,956 | $3.1M |
| Banco Santander, S.A. | 0.02% | New | 38,430 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +355.5% | 37,841 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -43.3% | 37,806 | $3.0M |
| Lido Advisors, LLC | 0.01% | Reduce -63.1% | 37,719 | $3.0M |
| Sheets Smith Wealth Management | 0.34% | New | 37,686 | $3.0M |
| Pallas Capital Advisors LLC | 0.11% | Add +687.9% | 37,631 | $3.0M |
| Quattro Financial Advisors LLC | 0.91% | New | 37,467 | $3.0M |
| OneAscent Wealth Management LLC | 0.99% | Add +4.2% | 37,357 | $3.0M |
| Merit Financial Group, LLC | 0.02% | Add +275.4% | 37,283 | $3.0M |
| Patten & Patten Inc. | 0.18% | Reduce -10.3% | 37,277 | $3.0M |
| SFI Advisors, LLC | 3.07% | Reduce -36.9% | 36,568 | $2.9M |
| OneAscent Financial Services LLC | 0.16% | Add +112.3% | 36,110 | $2.9M |
| Spartan Wealth Advisory Services LLC | 0.24% | — | 34,870 | $2.8M |
| Valley Wealth Managers, Inc. | 0.18% | Add +2.2% | 34,556 | $2.8M |
| Horizon Investments, LLC | 0.03% | Add +113.8% | 34,548 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +17.4% | 34,334 | $2.7M |
| Retirement Management Systems Inc. | 0.66% | New | 34,205 | $2.7M |
| Hudock, Inc. | 0.40% | New | 33,546 | $2.7M |
| Fairview Capital Investment Management, LLC | 0.14% | New | 33,345 | $2.7M |
| Tidal Investments LLC | 0.01% | New | 32,751 | $2.6M |
| Rockingstone Advisors LLC | 1.18% | Add +7.3% | 32,143 | $2.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +411.2% | 32,094 | $2.6M |
| Paragon Advisors, LLC | 0.69% | Add +30.1% | 31,784 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.61% | New | 31,419 | $2.5M |
| Financial Enhancement Group LLC | 0.31% | New | 29,507 | $2.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +136.4% | 31,217 | $2.5M |
| Bulltick Wealth Management, LLC | 0.54% | Add +59.2% | 30,793 | $2.5M |
| Paragon Financial Partners, Inc. | 1.39% | Add +62.0% | 30,777 | $2.4M |
| Dynamic Wealth Strategies, LLC | 1.41% | Add +15.8% | 30,505 | $2.4M |
| Capstone Investment Advisors, LLC | 0.03% | New | 29,969 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +200.9% | 29,369 | $2.4M |
| Future Financial Wealth Managment LLC | 1.49% | New | 27,763 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.0% | 28,175 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +24.9% | 28,165 | $2.3M |
| Herbst Group, LLC | 1.38% | New | 27,953 | $2.2M |
| Alexis Investment Partners, LLC | 1.53% | New | 28,650 | $2.2M |
| Sowell Financial Services LLC | 0.08% | Reduce -7.7% | 27,654 | $2.2M |
| Precedent Wealth Partners, LLC | 0.44% | New | 27,647 | $2.2M |
| Guerra Pan Advisors, LLC | 1.36% | Reduce -1.8% | 27,525 | $2.2M |
| Ebert Capital Management Inc. | 2.24% | Reduce -18.3% | 27,392 | $2.2M |
| Cordoba Advisory Partners LLC | 0.58% | Reduce -10.0% | 26,409 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +455.1% | 25,334 | $2.0M |
| Forte Asset Management LLC | 0.88% | New | 25,157 | $2.0M |
| GC Wealth Management RIA, LLC | 0.08% | Add +1.4% | 25,116 | $2.0M |
| Archon Capital Management LLC | 1.13% | New | 25,000 | $2.0M |
| Banque Cantonale Vaudoise | 0.08% | New | 25,000 | $2.0M |
| Syntax Research, Inc. | 1.27% | New | 24,945 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Reduce -16.4% | 24,943 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +47.9% | 25,016 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +23.3% | 24,885 | $2.0M |
| Fluent Financial, LLC | 0.73% | New | 25,260 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +31.8% | 24,814 | $2.0M |
| Spire Wealth Management | 0.07% | Add +324.2% | 24,561 | $2.0M |
| Trilogy Capital Inc. | 0.09% | Add +489.1% | 24,358 | $1.9M |
| Encore Global Management, LP | 1.36% | — | 24,300 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -59.5% | 24,270 | $1.9M |
| Curio Wealth, LLC | 0.66% | Reduce -1.0% | 24,242 | $1.9M |
| Independent Advisor Alliance | 0.02% | New | 23,591 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +85.7% | 23,524 | $1.9M |
| Cane Capital Partners, LLC | 0.83% | New | 23,481 | $1.9M |
| Keystone Wealth Services, LLC | 0.40% | New | 23,280 | $1.9M |
| Stone Summit Wealth LLC | 0.52% | Reduce -8.1% | 23,150 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 22,600 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -20.6% | 22,630 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Add +24.0% | 22,183 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +63.5% | 21,286 | $1.7M |
| Terra Nova Asset Management LLC | 1.26% | Reduce -13.6% | 21,254 | $1.7M |
| Alternative Investment Advisors, LLC. | 0.75% | New | 21,163 | $1.7M |
| Guardian Asset Advisors, LLC | 0.97% | Reduce -6.7% | 20,746 | $1.7M |
| US Bancorp \de | 0.00% | Add +26.5% | 20,727 | $1.7M |
| Joule Financial, LLC | 0.47% | New | 20,368 | $1.6M |
| Argyle Capital Partners, LLC | 1.17% | New | 20,240 | $1.6M |
| Jain Global LLC | 0.02% | New | 19,527 | $1.6M |
| Partners Capital Investment Group, LLP | 0.06% | Add +45.8% | 19,199 | $1.5M |
| Colonial Trust Advisors | 0.12% | Add +417.0% | 18,999 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -13.0% | 18,965 | $1.5M |
| Founders Financial Securities LLC | 0.09% | Add +5.6% | 19,730 | $1.5M |
| Haverford Trust Co | 0.01% | Add +285.1% | 18,775 | $1.5M |
| Liberty Square Wealth Partners LLC | 0.42% | Reduce -5.5% | 18,739 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +271.4% | 18,475 | $1.5M |
| Millennium Management | 0.00% | New | 18,400 | $1.5M |
| AQR Capital Management | 0.00% | Add +87.5% | 18,146 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.7% | 18,045 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +159.7% | 18,019 | $1.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -66.6% | 18,270 | $1.4M |
| Signature Equity Partners, LLC | 0.73% | Add +7.7% | 16,974 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +52.6% | 16,920 | $1.4M |
| Jasper Ridge Partners, L.P. | 0.03% | No change | 16,851 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | Add +19.1% | 16,906 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +21.6% | 16,808 | $1.3M |
| FFT Wealth Management LLC | 0.24% | New | 16,671 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +176.3% | 16,660 | $1.3M |
| Arkansas Financial Group, Inc. | 0.18% | Add +4.0% | 16,622 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +19.9% | 16,501 | $1.3M |
| GWN Securities Inc. | 0.25% | New | 16,491 | $1.3M |
| Empirical Asset Management, LLC | 0.34% | Add +0.6% | 16,206 | $1.3M |
| Intellectus Partners, LLC | 0.26% | Add +71.5% | 16,129 | $1.3M |
| WP Advisors, LLC | 0.33% | New | 16,055 | $1.3M |
| Valley National Advisers Inc. | 0.17% | Reduce -22.4% | 16,023 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -7.5% | 15,962 | $1.3M |
| Colonial Trust Co / SC | 0.17% | Add +837.9% | 15,757 | $1.3M |
| Cascade Wealth Advisors, Inc | 0.55% | Add +25.8% | 13,770 | $1.3M |
| Collaborative Fund Advisors, LLC | 0.77% | — | 15,635 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +324.8% | 15,284 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | New | 15,156 | $1.2M |
| PSI Advisors, LLC | 0.28% | New | 14,347 | $1.1M |
| Aft, Forsyth & Company, Inc. | 0.53% | Add +0.6% | 14,149 | $1.1M |
| Tortuga Wealth Management, Inc | 1.06% | New | 14,145 | $1.1M |
| Arsenal Capital Advisors LLC | 0.82% | Add +2.9% | 14,132 | $1.1M |
| Runnymede Capital Advisors, Inc. | 0.96% | New | 13,963 | $1.1M |
| Tritonpoint Wealth, LLC | 0.12% | Reduce -24.3% | 13,902 | $1.1M |
| Altura Wealth Advisors Inc. | 0.48% | Add +24.7% | 13,816 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +77.5% | 13,643 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +580.6% | 13,436 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +32.8% | 13,414 | $1.1M |
| Houlihan Financial Resource Group, Ltd. | 0.41% | Add +3.1% | 13,283 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.01% | Add +47.2% | 13,157 | $1.1M |
| Global Financial Private Client, LLC | 0.34% | Add +20.8% | 13,088 | $1.0M |
| Sanders Morris Harris LLC | 0.17% | New | 67,233 | $1.0M |
| PFG Investments, LLC | 0.05% | Add +121.2% | 12,984 | $1.0M |
| StoneX Group Inc. | 0.06% | Add +17.8% | 12,894 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Add +387.8% | 11,521 | $1.0M |
| Mosley Wealth Management | 0.46% | No change | 8,816 | $1.0M |
| HighPoint Advisor Group LLC | 0.04% | Add +241.8% | 12,664 | $1.0M |
| Quarry LP | 0.21% | New | 12,610 | $1.0M |
| Perennial Investment Advisors, LLC | 0.08% | Add +86.4% | 12,538 | $1.0M |
| Mariner Investment Group LLC | 0.52% | New | 12,500 | $1.0M |
| Eagle Strategies LLC | 0.12% | New | 12,453 | $997K |
| Nikulski Financial, Inc. | 0.24% | No change | 12,374 | $991K |
| Principal Securities, Inc. | 0.01% | Add +13.8% | 12,338 | $988K |
| Parsons Capital Management Inc. | 0.04% | Reduce -1.4% | 12,300 | $985K |
| Canal Capital Management, LLC | 0.13% | Add +228.8% | 12,281 | $983K |
| Fifth Third Bancorp | 0.00% | Add +198.8% | 12,270 | $982K |
| MAI Capital Management | 0.01% | Add +11.2% | 12,141 | $972K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -56.8% | 12,109 | $969K |
| Kintra Wealth, LLC | 0.07% | New | 12,096 | $968K |
| Parkside Investments, LLC | 0.12% | New | 12,000 | $961K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +557.4% | 11,833 | $947K |
| World Investment Advisors | 0.02% | Add +214.0% | 11,712 | $938K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +128.3% | 11,623 | $930K |
| Prospera Financial Services Inc | 0.01% | Reduce -89.8% | 11,553 | $925K |
| Patten Group, Inc. | 0.16% | Reduce -33.0% | 11,412 | $914K |
| Twin Tree Management, LP | 0.19% | Reduce -93.8% | 11,278 | $903K |
| Cardinal Point Capital Management ULC | 0.06% | New | 11,265 | $902K |
| Berkshire Money Management, Inc. | 0.09% | No change | 11,230 | $899K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -14.7% | 11,223 | $898K |
| Allianz Asset Management GmbH | 0.00% | New | 11,100 | $889K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.3% | 11,083 | $887K |
| Shepherd Financial Partners LLC | 0.08% | New | 11,077 | $887K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +375.4% | 11,019 | $882K |
| OP Asset Management Ltd | 0.01% | Reduce -48.2% | 10,983 | $879K |
| Hills Bank & Trust Co | 0.04% | New | 10,957 | $877K |
| Advisor Resource Council | 0.34% | Add +6.8% | 10,897 | $872K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | New | 10,812 | $866K |
| &partners | 0.00% | Add +11.2% | 10,181 | $865K |
| Advocate Investing Services LLC | 0.72% | Add +859.1% | 10,550 | $845K |
| Odyssey Capital Advisors, Inc. | 0.75% | Reduce -3.8% | 10,423 | $834K |
| Ulland Investment Advisors, LLC | 0.71% | Reduce -5.5% | 10,302 | $825K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.7% | 10,180 | $815K |
| Provenance Wealth Advisors, LLC | 0.09% | Reduce -60.8% | 10,170 | $814K |
| Apollon Financial, LLC | 0.11% | Add +3.8% | 10,150 | $813K |
| Lodestar Private Asset Management LLC | 0.08% | New | 10,149 | $812K |
| Cornerstone Wealth Management, LLC | 0.04% | New | 10,103 | $809K |
| Banque Pictet & Cie SA | 0.01% | New | 10,000 | $801K |
| Pacific Sun Financial Corp | 0.39% | Add +2.4% | 9,975 | $798K |
| Ethos Capital Management, Inc. | 0.68% | Reduce -22.2% | 9,943 | $796K |
| Saranac Partners Ltd | 0.34% | New | 15,055 | $791K |
| Next Capital Management LLC | 0.23% | New | 9,611 | $769K |
| Genesee Capital Advisors, LLC | 0.32% | Reduce -9.4% | 9,577 | $767K |
| Rothschild Capital Partners, LLC | 0.19% | New | 9,384 | $751K |
| Money Concepts Capital Corp. | 0.04% | Reduce -24.5% | 9,378 | $751K |
| KCM Investment Advisors LLC | 0.03% | Reduce -5.5% | 9,374 | $750K |
| Montis Financial, LLC | 0.15% | Reduce -26.1% | 9,353 | $749K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.9% | 9,349 | $748K |
| Calamos Wealth Management LLC | 0.03% | No change | 9,300 | $744K |
| Calamos Advisors LLC | 0.00% | New | 9,300 | $744K |
| Viawealth, LLC | 0.41% | New | 9,281 | $743K |
| Investment Partners Asset Management, Inc. | 0.46% | New | 9,259 | $741K |
| EFG International AG | 0.02% | Add +76.7% | 9,120 | $732K |
| Park Avenue Securities LLC | 0.01% | New | 9,034 | $723K |
| Citizens National Bank Trust Department | 0.12% | Reduce -11.5% | 9,028 | $723K |
| Salem Investment Counselors Inc. | 0.02% | No change | 9,012 | $721K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 9,011 | $721K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $716K |
| AlphaCore Capital LLC | 0.02% | Reduce -87.8% | 8,916 | $714K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -4.4% | 8,912 | $713K |
| Sterling Investment Counsel, LLC | 0.20% | Add +16.0% | 8,824 | $706K |
| Goelzer Investment Management, Inc. | 0.03% | Add +34.1% | 8,677 | $695K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -4.5% | 8,577 | $687K |
| International Assets Investment Management, LLC | 0.05% | Add +23.5% | 8,561 | $683K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -90.7% | 8,508 | $681K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | New | 8,458 | $677K |
| Middleton & Co. Inc. | 0.08% | Add +237.6% | 8,441 | $676K |
| Alexander Labrunerie & Co., Inc. | 0.25% | New | 8,438 | $675K |
| Marex Group Ltd | 0.01% | New | 8,362 | $669K |
| LMCG Investments, LLC | 0.04% | Reduce -1.5% | 8,357 | $669K |
| Valeo Financial Advisors, LLC | 0.02% | Add +8.4% | 8,293 | $664K |
| Financial Solutions Advisory Group, Inc. | 0.09% | — | 8,280 | $663K |
| United Community Bank | 0.22% | Reduce -18.4% | 8,265 | $662K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Reduce -58.6% | 8,249 | $660K |
| Fortis Group Advisors, LLC | 0.11% | Reduce -2.3% | 7,760 | $651K |
| Alpine Woods Capital Investors, LLC | 0.16% | Add +8.0% | 8,100 | $648K |
| IPG Investment Advisors LLC | 0.11% | New | 8,065 | $646K |
| Canoe Financial LP | 0.01% | New | 750 | $645K |
| DRW Securities, LLC | 0.03% | New | 7,976 | $638K |
| Composition Wealth, LLC | 0.01% | Reduce -39.5% | 7,894 | $632K |
| DAVENPORT & Co LLC | 0.00% | Reduce -68.3% | 7,892 | $632K |
| Fairvoy Private Wealth, LLC | 0.15% | New | 7,866 | $630K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +190.8% | 7,859 | $629K |
| Keybank National Association | 0.00% | Reduce -8.0% | 7,855 | $629K |
| Credit Industriel Et Commercial | 0.11% | New | 7,803 | $625K |
| Capital Investment Advisors, LLC | 0.01% | New | 7,742 | $620K |
| Chatham Capital Group, Inc. | 0.09% | Add +30.9% | 7,625 | $610K |
| BlackRock, Inc. | 0.00% | Add +136.2% | 7,615 | $610K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 7,574 | $606K |
| HBK Sorce Advisory LLC | 0.01% | Add +22.4% | 6,624 | $604K |
| BTG Pactual Asset Management US LLC | 0.06% | New | 7,539 | $603K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 5,696 | $602K |
| XTX Topco Ltd | 0.01% | New | 7,506 | $601K |
| Global Endowment Management, LP | 0.07% | New | 7,500 | $600K |
| Western Wealth Management, LLC | 0.02% | Add +10.6% | 7,484 | $599K |
| One Capital Management, LLC | 0.02% | Reduce -1.6% | 7,415 | $594K |
| Parallel Advisors, LLC | 0.01% | No change | 7,374 | $590K |
| Capital Square, LLC | 0.27% | New | 6,902 | $588K |
| Greenspring Advisors, LLC | 0.04% | Add +16.7% | 7,302 | $585K |
| AE Wealth Management LLC | 0.00% | Add +0.4% | 7,150 | $572K |
| Nvwm, LLC | 0.13% | Reduce -38.8% | 7,149 | $572K |
| Triangle Securities Wealth Management | 0.13% | Add +8.1% | 7,005 | $561K |
| Bramshill Investments, LLC | 0.05% | Reduce -60.0% | 7,000 | $560K |
| Walleye Capital LLC | 0.00% | New | 7,000 | $560K |
| Ignite Planners, LLC | 0.09% | Reduce -9.0% | 6,947 | $556K |
| Naples Global Advisors, LLC | 0.04% | New | 6,934 | $555K |
| LGL Partners, LLC | 0.23% | New | 6,930 | $555K |
| Commerce Bank | 0.00% | New | 6,872 | $550K |
| Powell Investment Advisors, LLC | 0.19% | New | 6,824 | $546K |
| Perigon Wealth Management, LLC | 0.01% | Add +140.5% | 6,815 | $546K |
| WBH Advisory Inc. | 0.04% | Reduce -5.0% | 6,837 | $545K |
| Madison Wealth Partners, Inc | 0.09% | Reduce -2.4% | 6,763 | $541K |
| Balentine LLC | 0.02% | No change | 6,724 | $538K |
| Kropog Financial Group, LLC | 0.44% | New | 6,716 | $538K |
| Prelude Capital Management, LLC | 0.04% | New | 6,715 | $538K |
| Monetary Management Group Inc. | 0.13% | Reduce -2.2% | 6,675 | $534K |
| J. R. Prunier Capital Management LLC | 0.22% | Reduce -71.0% | 6,580 | $527K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -27.6% | 6,568 | $526K |
| Highline Wealth Partners LLC | 0.13% | New | 6,555 | $525K |
| Huntleigh Advisors, Inc. | 0.09% | New | 6,512 | $521K |
| Trexquant Investment LP | 0.00% | Add +45.8% | 6,410 | $513K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -2.7% | 6,375 | $510K |
| Rathbones Group PLC | 0.00% | No change | 6,360 | $509K |
| Appleton Partners Inc. | 0.04% | New | 6,340 | $508K |
| Integrated Advisors Network LLC | 0.03% | New | 6,325 | $506K |
| Sunbelt Securities, Inc. | 0.03% | Add +5.5% | 6,281 | $503K |
| Allen Investment Management, LLC | 0.01% | New | 6,254 | $501K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +94.0% | 6,354 | $493K |
| Brown Advisory Inc. | 0.00% | Add +178.2% | 6,010 | $481K |
| Highland Capital Management, LLC | 0.03% | New | 6,000 | $480K |
| Intesa Sanpaolo Wealth Management | 0.12% | New | 6,000 | $480K |
| Shay Capital LLC | 0.07% | New | 5,950 | $476K |
| Retirement Planning Group, LLC | 0.01% | Reduce -24.5% | 5,943 | $476K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +2709.5% | 5,900 | $472K |
| Lyell Wealth Management, LP | 0.03% | Reduce -53.7% | 5,891 | $472K |
| High Point Wealth Management, LLC | 0.46% | No change | 5,875 | $470K |
| Stelac Advisory Services LLC | 0.09% | New | 5,858 | $469K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | New | 5,840 | $467K |
| Lansing Street Advisors | 0.12% | New | 5,780 | $463K |
| Kesler, Norman & Wride, LLC | 0.08% | Reduce -12.7% | 5,757 | $461K |
| Novak & Powell Financial Services, Inc. | 0.25% | Reduce -6.5% | 5,725 | $458K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | Reduce -42.1% | 5,719 | $458K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +155.9% | 5,714 | $457K |
| Northstar Advisory Group, LLC | 0.17% | Add +62.4% | 5,703 | $457K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,695 | $456K |
| Clare Market Investments LLC | 0.10% | — | 5,675 | $454K |
| Hilltop Holdings Inc. | 0.04% | Reduce -8.7% | 5,500 | $440K |
| Caprock Group, LLC | 0.01% | Add +11.5% | 5,392 | $432K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -38.6% | 5,382 | $431K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 5,365 | $429K |
| RB Capital Management, LLC | 0.09% | Add +61.9% | 5,342 | $428K |
| First Growth Capital LLC | 0.39% | Add +9.1% | 5,352 | $427K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +284.2% | 5,321 | $426K |
| Gateway Wealth Partners, LLC | 0.02% | New | 5,301 | $424K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 5,269 | $422K |
| BBR Partners, LLC | 0.02% | Add +61.2% | 5,267 | $422K |
| Quantum Portfolio Management LLC | 0.18% | New | 5,250 | $420K |
| Realta Investment Advisors | 0.14% | New | 5,200 | $416K |
| Plotkin Financial Advisors, LLC | 0.21% | No change | 5,170 | $414K |
| Capital Investment Counsel, Inc | 0.05% | Add +630.5% | 5,150 | $412K |
| Larson Financial Group LLC | 0.01% | Add +12.7% | 5,140 | $411K |
| Mutual Advisors, LLC | 0.01% | Reduce -41.2% | 5,121 | $410K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -36.9% | 5,115 | $409K |
| TAGStone Capital, Inc. | 0.14% | New | 5,090 | $407K |
| Sandbox Financial Partners, LLC | 0.11% | Add +22.5% | 5,087 | $407K |
| GFG Capital, LLC | 0.13% | New | 5,000 | $400K |
| Fifth Lane Capital, LP | 0.49% | New | 5,000 | $400K |
| PeakShares LLC | 0.37% | New | 5,000 | $400K |
| Earned Wealth Advisors, LLC | 0.03% | New | 4,957 | $397K |
| Regions Financial Corp. | 0.00% | New | 4,933 | $395K |
| Tenzing Financial LLC | 0.30% | Reduce -2.2% | 5,007 | $394K |
| Round Rock Advisors LLC | 0.06% | New | 4,910 | $393K |
| Thrive Wealth Management, LLC | 0.06% | New | 4,890 | $391K |
| COFG Advisors, LLC | 0.10% | Add +13.5% | 4,887 | $391K |
| Fsa Wealth Partners, Inc. | 0.19% | New | 4,880 | $391K |
| Debussy Capital Management LP | 0.05% | New | 4,805 | $385K |
| Jessup Wealth Management, Inc | 0.14% | New | 4,786 | $383K |
| NTV Asset Management LLC | 0.04% | Reduce -45.1% | 4,757 | $381K |
| Jacobi Capital Management LLC | 0.02% | New | 4,745 | $380K |
| LaSalle St. Investment Advisors, LLC | 0.05% | New | 4,735 | $379K |
| Midwest Trust Co | 0.00% | New | 4,707 | $377K |
| Karnit Road Accident Victims Compensation Fund | 0.22% | No change | 4,640 | $371K |
| Private Trust Co. NA | 0.03% | Reduce -4.3% | 4,624 | $370K |
| Northstar Group, Inc. | 0.05% | New | 4,615 | $369K |
| Neuberger Berman Group LLC | 0.00% | Reduce -82.0% | 4,600 | $368K |
| WJ Wealth Management, LLC | 0.17% | Reduce -7.1% | 4,575 | $366K |
| Mathes Company, Inc. | 0.13% | Add +4.6% | 4,525 | $362K |
| Carret Asset Management, LLC | 0.04% | No change | 4,505 | $361K |
| Capital Developers, LLC | 0.32% | Reduce -0.8% | 4,494 | $360K |
| Franklin Resources Inc. | 0.00% | Reduce -99.0% | 4,491 | $360K |
| Balboa Wealth Partners | 0.06% | New | 4,468 | $358K |
| Riggs Asset Managment Co. Inc. | 0.07% | Reduce -93.4% | 4,447 | $356K |
| Samalin Investment Counsel, LLC | 0.13% | Add +20.7% | 4,405 | $353K |
| Apeiron RIA LLC | 0.08% | Reduce -9.7% | 4,399 | $352K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,381 | $351K |
| IHT Wealth Management, LLC | 0.01% | Reduce -60.0% | 4,377 | $350K |
| Rwa Wealth Partners, LLC | 0.00% | Add +15.7% | 4,314 | $345K |
| Tranquilli Financial Advisor LLC | 0.20% | Add +44.1% | 4,266 | $341K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -79.3% | 4,195 | $336K |
| First Horizon Corp. | 0.01% | Add +363.5% | 4,190 | $335K |
| Brighton Jones LLC | 0.01% | New | 4,156 | $333K |
| Citizens Financial Group Inc. | 0.00% | Add +8.6% | 4,150 | $332K |
| TopTier Wealth Management, LLC | 0.20% | New | 4,132 | $331K |
| SteelPeak Wealth, LLC | 0.01% | New | 4,131 | $331K |
| Banta Asset Management LP | 0.33% | New | 4,130 | $331K |
| OneAscent Family Office, LLC | 0.23% | Add +23.5% | 4,058 | $325K |
| Sankala Group LLC | 0.27% | Reduce -58.5% | 4,182 | $325K |
| Gsa Capital Partners LLP | 0.02% | Reduce -39.3% | 4,043 | $324K |
| Curated Wealth Partners LLC | 0.04% | New | 4,000 | $320K |
| CMT Capital Markets Trading GmbH | 0.15% | New | 4,000 | $320K |
| Kingsbury Capital Investment Advisors LLC | 0.30% | — | 3,995 | $320K |
| Centaurus Financial, Inc. | 0.02% | Add +18.1% | 3,991 | $319K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 3,965 | $317K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 3,957 | $317K |
| Choreo, LLC | 0.00% | Add +37.9% | 3,951 | $316K |
| Ironwood Financial, llc | 0.05% | Add +13.9% | 3,880 | $311K |
| Sherman Wealth Management LLC | 0.27% | Reduce -54.4% | 3,860 | $309K |
| Index Technologies Group LLC | 0.33% | New | 3,792 | $304K |
| MWA Asset Management | 0.17% | Reduce -1.9% | 3,785 | $303K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,771 | $302K |
| Fortune Financial Group, Inc. | 0.27% | Reduce -3.7% | 3,732 | $299K |
| Ellis Investment Partners, LLC | 0.05% | No change | 3,685 | $295K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 3,737 | $294K |
| NewEdge Wealth, LLC | 0.00% | Reduce -13.3% | 3,643 | $292K |
| Cache Advisors, LLC | 0.03% | New | 3,490 | $290K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 3,605 | $289K |
| Coordinated Financial Services, Inc. | 0.17% | New | 3,600 | $288K |
| Insigneo Advisory Services, LLC | 0.02% | New | 3,583 | $287K |
| Navalign, LLC | 0.07% | Add +2884.2% | 3,581 | $287K |
| Fortis Capital Management LLC | 0.04% | Reduce -0.0% | 3,539 | $283K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.4% | 3,537 | $283K |
| SOA Wealth Advisors, LLC. | 0.05% | Reduce -0.2% | 3,487 | $279K |
| Millennium Capital Advisors, LLC | 0.17% | Reduce -2.9% | 3,479 | $278K |
| Krilogy Financial LLC | 0.01% | New | 3,257 | $275K |
| Sharp Wealth Advisory, LLC | 0.14% | Reduce -32.5% | 3,427 | $274K |
| Modera Wealth Management, LLC | 0.00% | Reduce -16.6% | 3,408 | $273K |
| Dupree Financial Group, LLC | 0.11% | Add +1.4% | 3,365 | $269K |
| First Foundation Advisors | 0.01% | Add +6.3% | 3,362 | $269K |
| Optima Capital LLC | 0.12% | New | 3,350 | $268K |
| Ceera Investments, LLC | 0.12% | No change | 3,350 | $268K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,339 | $267K |
| Arlington Capital Management, Inc. | 0.15% | Reduce -9.8% | 3,334 | $267K |
| Tempus Wealth Planning, LLC | 0.06% | Add +9.8% | 3,320 | $266K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +7.6% | 3,288 | $263K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +13.9% | 3,278 | $262K |
| Wealth Advisors of Tampa Bay, LLC | 0.09% | No change | 3,268 | $262K |
| 360 Financial, Inc. | 0.08% | Reduce -20.3% | 3,265 | $261K |
| Harvest Investment Services, LLC | 0.05% | Add +8.7% | 3,255 | $261K |
| Whitcomb & Hess, Inc. | 0.06% | New | 3,238 | $259K |
| Westfuller Advisors, LLC | 0.11% | Reduce -19.9% | 3,230 | $259K |
| Garrett Wealth Advisory Group, LLC | 0.05% | No change | 3,201 | $256K |
| Csenge Advisory Group | 0.01% | New | 3,163 | $253K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -84.7% | 3,150 | $252K |
| Vise Technologies, Inc. | 0.00% | No change | 2,366 | $250K |
| Roxbury Financial LLC | 0.22% | New | 3,121 | $250K |
| Betterment LLC | 0.00% | New | 3,086 | $247K |
| Kovack Advisors, Inc. | 0.01% | Reduce -30.4% | 2,961 | $244K |
| Steel Grove Capital Advisors, LLC | 0.03% | New | 3,032 | $243K |
| Abbot Financial Management, Inc. | 0.10% | No change | 3,025 | $242K |
| Cadia Private Client LLC | 0.19% | No change | 3,001 | $240K |
| Cove Private Wealth, LLC | 0.05% | New | 3,000 | $240K |
| Benin Management CORP | 0.05% | New | 3,000 | $240K |
| Purus Wealth Management, LLC | 0.08% | Add +0.3% | 2,955 | $237K |
| Kane Investment Management, Inc. | 0.12% | Reduce -59.7% | 2,950 | $236K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -2.7% | 2,944 | $236K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -0.0% | 2,929 | $235K |
| Bullseye Investment Management, LLC | 0.13% | Reduce -1.9% | 2,925 | $234K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $234K |
| Marathon Trading Investment Management LLC | 0.07% | New | 2,900 | $232K |
| Lanark Financial, Inc. | 0.02% | Add +65.7% | 2,900 | $232K |
| Sovran Advisors, LLC | 0.02% | New | 2,758 | $231K |
| Legacy Financial Strategies, LLC | 0.04% | Reduce -60.3% | 2,888 | $231K |
| Mason & Associates Inc | 0.04% | New | 2,951 | $229K |
| Ameritas Advisory Services, LLC | 0.01% | Add +8.6% | 2,847 | $228K |
| RFG Advisory, LLC | 0.00% | Add +44.2% | 2,837 | $227K |
| LOM Asset Management Ltd | 0.07% | Add +135.8% | 2,830 | $227K |
| Cannell & Spears LLC | 0.00% | Reduce -29.4% | 2,825 | $226K |
| Clark Asset Management, LLC | 0.02% | No change | 2,795 | $224K |
| Outlook Wealth Advisors, LLC | 0.05% | No change | 2,782 | $223K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 2,758 | $221K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -45.4% | 2,753 | $220K |
| Institute for Wealth Management, LLC. | 0.02% | New | 2,751 | $220K |
| Asset One Wealth Management LLC | 0.02% | Reduce -17.9% | 2,527 | $219K |
| Forum Finance Group S.A. | 0.12% | — | 3,417 | $219K |
| Garde Capital, Inc. | 0.01% | No change | 2,732 | $219K |
| APS Management Group, Inc. | 0.19% | Reduce -5.4% | 2,730 | $219K |
| Dakota Wealth Management | 0.00% | No change | 2,725 | $218K |
| Ogorek Anthony Joseph /NY/ | 0.06% | No change | 2,711 | $217K |
| Cypress Capital Management LLC (WY) | 0.21% | Reduce -4.1% | 2,710 | $217K |
| Hexagon Capital Partners LLC | 0.03% | New | 2,665 | $213K |
| HUB Investment Partners, LLC | 0.01% | Add +2.3% | 2,662 | $213K |
| Howard Financial Services, LTD. | 0.02% | Add +31.3% | 2,662 | $213K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -1.1% | 2,642 | $211K |
| Catalina Capital Group, LLC | 0.13% | New | 2,640 | $211K |
| Claro Advisors Inc. | 0.03% | New | 2,640 | $211K |
| Merkkuri Wealth Advisors LLC | 0.14% | No change | 2,606 | $209K |
| Transcendent Capital Group LLC | 0.09% | Add +4.0% | 2,600 | $208K |
| Sequent Planning LLC | 0.05% | Reduce -4.1% | 2,599 | $208K |
| Essex Bank | 0.05% | Add +2.6% | 2,592 | $207K |
| Belpointe Asset Management LLC | 0.01% | New | 2,556 | $205K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,540 | $203K |
| South Shore Capital Advisors | 0.15% | Reduce -21.2% | 2,511 | $201K |
| TIG Advisors, LLC | 0.01% | New | 2,510 | $201K |
| BlueCrest Capital Management Ltd | 0.03% | New | 2,500 | $200K |
| Point72 Asset Management | 0.00% | New | 2,500 | $200K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +441.3% | 2,479 | $198K |
| Ayalon Insurance Comp Ltd. | 0.04% | No change | 2,425 | $194K |
| John A. Wolfe & Associates, Inc. | 0.29% | New | 2,358 | $189K |
| FNY Investment Advisers, LLC | 0.08% | New | 2,300 | $184K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -5.0% | 2,160 | $173K |
| Team Financial Group, LLC | 0.08% | New | 2,137 | $171K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,870 | $165K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,041 | $163K |
| Signaturefd, LLC | 0.00% | Reduce -28.4% | 1,998 | $160K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 1,961 | $157K |
| Rossmore Private Capital | 0.01% | Add +161.7% | 1,918 | $154K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.2% | 1,915 | $153K |
| High Note Wealth, LLC | 0.03% | No change | 1,885 | $151K |
| Murphy & Mullick Capital Management Corp | 0.11% | Add +128.5% | 1,867 | $149K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.8% | 1,861 | $149K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 1,873 | $145K |
| Assetmark, Inc. | 0.00% | Reduce -78.8% | 1,738 | $139K |
| Capital Analysts, LLC | 0.00% | Add +88.3% | 1,638 | $132K |
| Financial Freedom, LLC | 0.07% | No change | 1,637 | $131K |
| Golden State Wealth Management, LLC | 0.01% | Add +1316.5% | 1,629 | $130K |
| St. Johns Investment Management Company, LLC | 0.05% | New | 1,580 | $126K |
| Cheviot Value Management, LLC | 0.01% | Reduce -13.9% | 1,550 | $124K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.9% | 1,521 | $118K |
| TD Private Client Wealth LLC | 0.00% | New | 1,430 | $114K |
| Comprehensive Financial Planning, Inc. | 0.08% | Reduce -25.2% | 1,403 | $112K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -96.4% | 1,405 | $112K |
| Portfolio Resources Advisor Group, Inc. | 0.11% | New | 1,399 | $112K |
| Activest Wealth Management | 0.02% | New | 1,302 | $104K |
| Global Assets Advisory, LLC | 0.03% | New | 1,300 | $104K |
| Ascentis Independent Advisors | 0.01% | New | 1,148 | $92K |
| Glen Eagle Advisors, LLC | 0.01% | Add +11.4% | 1,121 | $90K |
| Mountain Hill Investment Partners Corp. | 0.05% | New | 1,110 | $89K |
| Harbor Asset Planning, Inc. | 0.07% | No change | 1,077 | $86K |
| Copia Wealth Management | 0.06% | Reduce -22.9% | 1,070 | $86K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,010 | $81K |
| Summit Securities Group LLC | 0.04% | New | 1,000 | $80K |
| Founders Financial Alliance, LLC | 0.01% | Add +105.2% | 995 | $80K |
| Align Financial, LLC | 0.04% | Reduce -99.0% | 974 | $78K |
| TFC Financial Management, Inc. | 0.01% | Reduce -50.5% | 929 | $74K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 905 | $72K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 900 | $72K |
| Winthrop Capital Management, LLC | 0.02% | No change | 885 | $71K |
| CoreCap Advisors, LLC | 0.00% | No change | 870 | $70K |
| Opal Wealth Advisors, LLC | 0.02% | New | 863 | $69K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 850 | $68K |
| Root Financial Partners, LLC | 0.00% | Reduce -26.1% | 805 | $64K |
| Anchor Investment Management, LLC | 0.01% | Add +152.1% | 794 | $64K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $62K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 750 | $60K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.6% | 744 | $60K |
| Aventura Private Wealth, LLC | 0.02% | Add +21.4% | 682 | $55K |
| SouthState Bank Corp | 0.00% | No change | 655 | $52K |
| Delta Asset Management LLC | 0.00% | No change | 625 | $50K |
| Westside Investment Management, Inc. | 0.01% | Add +500.0% | 600 | $48K |
| Biltmore Family Office, LLC | 0.01% | Add +355.2% | 569 | $46K |
| Addison Advisors LLC | 0.01% | No change | 565 | $45K |
| Montag A & Associates Inc. | 0.00% | Add +86.0% | 558 | $45K |
| Turim 21 Investimentos Ltda. | 0.01% | Reduce -86.8% | 6,100 | $45K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 540 | $43K |
| Investors Research Corp | 0.01% | No change | 525 | $42K |
| SHP Wealth Management | 0.00% | New | 512 | $41K |
| Arax Advisory Partners | 0.00% | Reduce -91.3% | 506 | $41K |
| Longitude (Cayman) Ltd. | 0.03% | New | 500 | $40K |
| Finley Financial, LLC | 0.02% | New | 500 | $40K |
| Fortitude Family Office, LLC | 0.01% | No change | 500 | $40K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $40K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.1% | 480 | $38K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 473 | $38K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -31.5% | 467 | $37K |
| Webster Bank, N. A. | 0.00% | No change | 450 | $36K |
| Vanguard National Trust Co | 0.00% | — | 425 | $34K |
| Fairscale Capital, LLC | 0.02% | No change | 420 | $34K |
| Oak Harvest Investment Services | 0.00% | New | 1,000 | $31K |
| HM Payson & Co. | 0.00% | New | 380 | $30K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 375 | $30K |
| Hollencrest Capital Management | 0.00% | Add +50.2% | 371 | $30K |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.5% | 366 | $29K |
| Barrett & Company, Inc. | 0.01% | Add +9.3% | 353 | $28K |
| Cambient Family Office, LLC | 0.00% | No change | 350 | $28K |
| CX Institutional | 0.00% | Reduce -3.9% | 350 | $28K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +330.7% | 323 | $26K |
| Whittier Trust Co. | 0.00% | Reduce -96.3% | 320 | $26K |
| Advisortrust Partners, LLC | 0.01% | New | 318 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 315 | $25K |
| Covestor Ltd | 0.02% | New | 295 | $24K |
| Archer Investment Corp | 0.01% | No change | 290 | $23K |
| Pinney & Scofield, Inc. | 0.01% | No change | 280 | $22K |
| Atlantic Union Bankshares Corp | 0.00% | Add +691.4% | 277 | $22K |
| Steph & Co. | 0.01% | New | 275 | $22K |
| Resources Management Corp. /CT/ | 0.00% | No change | 275 | $22K |
| Pflug Koory, LLC | 0.01% | No change | 265 | $21K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $21K |
| Pursuit Wealth Strategies, LLC | 0.03% | No change | 250 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +16.0% | 225 | $18K |
| Howe & Rusling Inc. | 0.00% | New | 218 | $17K |
| Darwin Wealth Management, LLC | 0.01% | No change | 207 | $17K |
| Founders Capital Management | 0.01% | Add +100.0% | 200 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 200 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | New | 200 | $16K |
| Quent Capital, LLC | 0.00% | New | 200 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 195 | $16K |
| Byrne Asset Management LLC | 0.01% | No change | 190 | $15K |
| Reicon Wealth Advisors, LLC | 0.01% | New | 180 | $14K |
| Destiny Wealth Partners, LLC | 0.00% | New | 180 | $14K |
| Financial Perspectives, Inc | 0.00% | No change | 170 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -96.9% | 164 | $13K |
| Optiver Holding B.V. | 0.00% | New | 164 | $13K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 115 | $13K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -74.4% | 160 | $12K |
| Vision Financial Markets LLC | 0.01% | No change | 151 | $12K |
| Morse Asset Management, Inc | 0.00% | Reduce -60.0% | 149 | $12K |
| Strengthening Families & Communities, LLC | 0.00% | New | 147 | $12K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 129 | $10K |
| Coastline Trust Co | 0.00% | No change | 125 | $10K |
| LM Advisors LLC | 0.05% | Add +260.3% | 789 | $10K |
| Silicon Valley Capital Partners | 0.00% | No change | 120 | $10K |
| IMG Wealth Management, Inc. | 0.01% | No change | 115 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 100 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 110 | $9K |
| Evolution Wealth Management Inc. | 0.01% | No change | 100 | $8K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 100 | $8K |
| Strive Financial Group ,LLC | 0.00% | No change | 94 | $8K |
| Bessemer Group Inc. | 0.00% | No change | 100 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 96 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | New | 89 | $7K |
| WealthShield Partners, LLC | 0.00% | New | 88 | $7K |
| Napier Financial, LLC | 0.00% | New | 85 | $7K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 75 | $6K |
| Kingdom Financial Group LLC. | 0.00% | No change | 75 | $6K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 70 | $6K |
| Key Financial Inc | 0.00% | New | 70 | $6K |
| NorthAvenue LLC | 0.00% | No change | 68 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 66 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $5K |
| Register Financial Advisors LLC | 0.00% | New | 60 | $5K |
| Hartford Financial Management Inc. | 0.00% | New | 59 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | New | 56 | $4K |
| WestEnd Advisors, LLC | 0.00% | Reduce -99.2% | 55 | $4K |
| Tidemark, LLC | 0.00% | No change | 55 | $4K |
| Advanced Asset Management Advisors Inc | 0.00% | New | 50 | $4K |
| FWL Investment Management, LLC | 0.00% | Reduce -89.3% | 50 | $4K |
| Ancora Advisors LLC | 0.00% | New | 48 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 43 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 40 | $3K |
| Wagner Wealth Management, LLC | 0.00% | New | 40 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 37 | $3K |
| Basepoint Wealth LLC | 0.00% | New | 35 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 26 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -91.8% | 25 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 28 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 23 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 20 | $2K |
| DB Fitzpatrick & Co, Inc | 0.00% | New | 18 | $1K |
| Crewe Advisors LLC | 0.00% | Reduce -94.2% | 17 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 15 | $1K |
| Tsfg, LLC | 0.00% | New | 12 | $1K |
| Invesco Ltd. | 0.00% | New | 12 | $961 |
| Go Invest LLC | 0.00% | Add +10.0% | 11 | $889 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $802 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $801 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 10 | $801 |
| Dunhill Financial, LLC | 0.00% | New | 10 | $800 |
| Legacy Bridge, LLC | 0.00% | Add +100.0% | 8 | $641 |
| Park Square Financial Group, LLC | 0.00% | New | 7 | $560 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.