iShares Expanded Tech-SoftwaIGVETF
13F holders, Q2 2026 (June 30)886holders +122
223new positions
103sold out
9famous investors
$89.72avg. 13F price*
At the end of Q2 2026, 886 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 122 from Q1 2026. 223 opened new positions and 103 sold out. The largest holders were Varma Mutual Pension Insurance Co ($1.4B), Goldman Sachs Group Inc. ($1.1B) and Healthcare of Ontario Pension Plan Trust Fund ($1.0B). 9 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 223 | $732.8M |
| Exits | 103 | $456.5M |
All 13F filers, Q1 2026 → Q2 2026: 37,954,430 shares bought and 27,503,295 shares sold, net +10,451,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 886 holders
| Varma Mutual Pension Insurance Co | 7.32% | Reduce -25.1% | 15,248,262 | $1.4B |
| Goldman Sachs Group Inc. | 0.12% | Reduce -12.3% | 12,146,132 | $1.1B |
| Healthcare of Ontario Pension Plan Trust Fund | 1.49% | Add +1337.8% | 11,502,061 | $1.0B |
| Bank of America Corp. | 0.06% | Add +173.4% | 9,626,317 | $872.1M |
| Citigroup Inc. | 0.39% | Reduce -11.4% | 9,206,194 | $834.1M |
| Morgan Stanley | 0.04% | Reduce -22.6% | 8,274,243 | $749.6M |
| BNP Paribas Financial Markets | 0.24% | Reduce -30.4% | 4,979,780 | $451.2M |
| UBS Group AG | 0.04% | Reduce -62.7% | 2,853,294 | $258.5M |
| LPL Financial LLC | 0.06% | Add +16.7% | 2,766,243 | $250.6M |
| Wells Fargo & Company | 0.04% | Add +19.3% | 2,621,390 | $237.5M |
| Susquehanna International Group, LLP | 0.20% | Add +162.4% | 2,489,303 | $225.5M |
| Menora Mivtachim Holdings LTD. | 0.67% | Reduce -13.6% | 1,894,901 | $171.7M |
| Royal Bank of Canada | 0.03% | Add +66.3% | 1,750,918 | $158.6M |
| Meitav Investment House Ltd. | 1.05% | New | 1,724,569 | $156.2M |
| Laura & John Arnold Foundation | 40.57% | No change | 1,479,875 | $134.1M |
| Caisse de depot et placement du Quebec | 0.19% | Add +11.4% | 1,461,587 | $132.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.54% | Add +43.1% | 1,329,000 | $120.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.77% | Add +199.0% | 1,324,838 | $120.0M |
| Phoenix Financial Ltd. | 0.81% | Add +1.5% | 1,314,160 | $119.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.1% | 1,308,542 | $117.6M |
| Bessemer Group Inc. | 0.16% | Add +1277639.0% | 1,277,739 | $115.8M |
| Barclays PLC | 0.03% | Add +133.9% | 1,151,410 | $104.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +45.2% | 970,443 | $87.9M |
| Raymond James Financial Inc. | 0.02% | Add +27.9% | 738,983 | $67.0M |
| MML Investors Services, LLC | 0.13% | Add +100.6% | 710,014 | $64.3M |
| HighTower Advisors, LLC | 0.06% | Add +27.1% | 697,176 | $63.2M |
| Squarepoint Ops LLC | 0.12% | Add +141.1% | 680,093 | $61.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.4% | 634,202 | $57.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.36% | New | 633,902 | $57.4M |
| Equitable Holdings, Inc. | 0.32% | Add +7.6% | 592,748 | $53.7M |
| Osaic Holdings, Inc. | 0.06% | Add +165.8% | 552,079 | $50.0M |
| Fisher Asset Management | 0.01% | Reduce -13.1% | 544,355 | $49.3M |
| SP Asset Management LLC | 3.21% | Add +1.0% | 441,717 | $40.0M |
| Tudor Investment Corporation | 0.16% | New | 413,766 | $37.5M |
| Cetera Investment Advisers | 0.03% | Add +32.5% | 413,334 | $37.4M |
| Haverford Trust Co | 0.28% | Add +1795.8% | 355,940 | $32.2M |
| Coppell Advisory Solutions LLC | 2.62% | New | 1,223 | $31.5M |
| HRT Financial LP | 0.06% | Add +245.1% | 344,598 | $31.2M |
| SG Americas Securities, LLC | 0.02% | Add +85.7% | 339,613 | $30.8M |
| Affinity Wealth Management LLC | 3.84% | New | 329,345 | $29.8M |
| Corient Private Wealth LP | 0.04% | Reduce -8.1% | 315,542 | $28.6M |
| J. Goldman & Co LP | 0.97% | Add +170.3% | 303,372 | $27.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +167.9% | 297,700 | $27.0M |
| Stifel Financial Corp. | 0.02% | Add +32.8% | 288,043 | $26.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +4.4% | 261,112 | $23.7M |
| Moore Capital Management, LP | 0.55% | New | 256,956 | $23.3M |
| Diversify Advisory Services, LLC | 0.39% | New | 254,501 | $23.1M |
| Diversify Wealth Management, LLC | 0.39% | Add +90.6% | 254,501 | $23.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -30.1% | 251,408 | $22.8M |
| Ayalon Insurance Comp Ltd. | 2.75% | Add +10086.6% | 247,025 | $22.4M |
| Journey Advisory Group, LLC | 1.70% | New | 246,014 | $22.3M |
| Ninety One UK Ltd | 0.05% | New | 239,314 | $21.7M |
| LMR Partners LLP | 0.19% | Reduce -10.9% | 238,466 | $21.6M |
| Capital Fund Management S.A. | 0.15% | New | 234,549 | $21.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.37% | New | 211,582 | $19.2M |
| Ieq Capital, LLC | 0.09% | Reduce -1.9% | 207,653 | $18.8M |
| Marshall Wace, LLP | 0.02% | Add +200.9% | 205,516 | $18.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +38.8% | 203,059 | $18.4M |
| Jones Financial Companies LLLP | 0.01% | Add +42.6% | 207,265 | $18.3M |
| Hollencrest Capital Management | 1.15% | Add +51880.3% | 192,847 | $17.5M |
| Y.D. More Investments Ltd | 0.50% | Add +32.3% | 178,220 | $16.1M |
| Waverly Advisors, LLC | 0.09% | Reduce -20.6% | 177,524 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.7% | 176,782 | $16.0M |
| Assetmark, Inc. | 0.03% | Add +10019.1% | 175,870 | $15.9M |
| RiverFront Investment Group, LLC | 0.21% | New | 174,983 | $15.9M |
| Baker Avenue Asset Management, LP | 0.30% | Add +10.4% | 171,735 | $15.6M |
| MinichMacGregor Wealth Management, LLC | 2.12% | New | 154,494 | $14.0M |
| Focused Wealth Management, Inc | 1.23% | Add +1.2% | 154,098 | $14.0M |
| Prospera Financial Services Inc | 0.20% | Add +1226.4% | 153,241 | $13.9M |
| Arvest Bank Trust Division | 0.67% | Add +102.1% | 151,950 | $13.8M |
| Horizon Wealth Management, LLC | 1.75% | Add +8.8% | 151,353 | $13.7M |
| Lowe Brockenbrough & Co. Inc. | 0.61% | Add +10.5% | 150,394 | $13.6M |
| Maniro Ltd | 3.03% | Add +81.7% | 148,875 | $13.5M |
| Advisors Capital Management, LLC | 0.14% | Add +259.6% | 146,889 | $13.3M |
| Novare Capital Management LLC | 0.93% | Add +3.1% | 144,697 | $13.1M |
| Centiva Capital, LP | 0.44% | Add +21.8% | 142,556 | $12.9M |
| Truist Financial Corp. | 0.02% | Reduce -4.1% | 142,305 | $12.9M |
| Parker Investment Management, LLC | 1.55% | New | 141,345 | $12.8M |
| Focus Partners Wealth | 0.01% | Reduce -33.8% | 146,871 | $12.8M |
| National Bank of Canada | 0.01% | Add +59.5% | 139,063 | $12.6M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -62.8% | 135,843 | $12.3M |
| Captrust Financial Advisors | 0.02% | Reduce -46.6% | 135,265 | $12.3M |
| Cerity Partners LLC | 0.01% | Add +34.0% | 133,682 | $12.1M |
| Noesis Capital Mangement Corp. | 1.45% | Reduce -11.9% | 133,491 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +32.5% | 126,630 | $11.7M |
| Walleye Trading LLC | 0.16% | New | 128,711 | $11.7M |
| Blair William & Co. | 0.03% | Add +54.7% | 118,279 | $10.7M |
| GGM Financial LLC | 4.02% | Reduce -8.6% | 116,968 | $10.6M |
| Private Advisor Group, LLC | 0.05% | Add +11.3% | 116,678 | $10.6M |
| Fiduciary Trust Co | 0.11% | Reduce -7.7% | 115,891 | $10.5M |
| Bank of New York Mellon Corp | 0.00% | Add +551.5% | 110,231 | $10.0M |
| Principle Wealth Partners LLC | 0.49% | Add +4.6% | 109,340 | $9.9M |
| Rothschild Investment LLC | 0.37% | Add +1.4% | 109,026 | $9.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +17.2% | 108,332 | $9.8M |
| Cibc World Market Inc. | 0.02% | Add +64.5% | 106,705 | $9.7M |
| Joseph Group Capital Management | 2.02% | Reduce -3.1% | 106,101 | $9.6M |
| Choate Investment Advisors | 0.17% | Add +9.9% | 106,071 | $9.6M |
| D.A. Davidson & Co. | 0.05% | Reduce -36.0% | 105,771 | $9.6M |
| Scotia Capital Inc. | 0.04% | Add +35.8% | 105,700 | $9.6M |
| Well Done, LLC | 1.27% | New | 104,489 | $9.5M |
| Massar Capital Management, LP | 3.18% | New | 102,230 | $9.3M |
| IFP Advisors, Inc | 0.17% | Add +33.0% | 101,274 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -15.4% | 99,428 | $9.0M |
| Fairview Capital Investment Management, LLC | 0.46% | Add +187.6% | 95,903 | $8.7M |
| Lido Advisors, LLC | 0.03% | Add +153.0% | 95,443 | $8.6M |
| Arvest Investments, Inc. | 1.02% | Add +70.5% | 93,230 | $8.4M |
| Jessup Wealth Management, Inc | 2.46% | Add +1803.6% | 91,105 | $8.3M |
| Pring Turner Capital Group Inc. | 4.69% | Add +55.5% | 82,327 | $8.2M |
| Mountain Hill Investment Partners Corp. | 4.63% | Add +8027.0% | 90,210 | $8.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.2% | 89,977 | $8.2M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -20.3% | 86,047 | $7.8M |
| Hudson Bay Capital Management LP | 0.04% | New | 85,113 | $7.7M |
| Trilogy Capital Inc. | 0.29% | Add +237.8% | 82,278 | $7.5M |
| Group One Trading LLC | 0.21% | New | 81,548 | $7.4M |
| CMH Wealth Management LLC | 1.11% | New | 80,457 | $7.3M |
| Ninety One SA (Pty) Ltd | 0.39% | New | 80,849 | $7.3M |
| NFSG Corp | 0.90% | Reduce -4.0% | 80,305 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +126.2% | 77,672 | $7.0M |
| Parallax Volatility Advisers, L.P. | 0.32% | Reduce -19.5% | 76,921 | $7.0M |
| Chicago Wealth Management, Inc. | 2.47% | New | 76,747 | $7.0M |
| Silver Coast Investments LLC | 2.07% | Reduce -4.1% | 76,612 | $6.9M |
| Aurora Investment Managers, LLC. | 4.23% | New | 76,274 | $6.9M |
| Kwmg, LLC | 0.49% | Add +3.7% | 74,181 | $6.7M |
| Principal Securities, Inc. | 0.08% | Add +499.4% | 73,948 | $6.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Add +1890.6% | 74,388 | $6.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.14% | New | 72,999 | $6.6M |
| WCG Wealth Advisors LLC | 0.16% | New | 72,401 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +28.3% | 70,222 | $6.4M |
| Park Avenue Securities LLC | 0.04% | Add +671.9% | 69,737 | $6.3M |
| Foundations Investment Advisors, LLC | 0.06% | Add +637.5% | 68,950 | $6.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +81.2% | 68,582 | $6.2M |
| Concentric Capital Strategies, LP | 0.37% | Reduce -48.8% | 66,872 | $6.1M |
| Genesee Capital Advisors, LLC | 1.90% | Add +596.0% | 66,660 | $6.0M |
| Tower Research Capital LLC (TRC) | 0.15% | New | 66,490 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.6% | 65,660 | $5.9M |
| Titleist Asset Management, LLC | 0.40% | Reduce -10.3% | 65,445 | $5.9M |
| Crestwood Advisors Group, LLC | 0.09% | Add +10.1% | 64,378 | $5.8M |
| Jmac Enterprises LLC | 0.98% | Add +5.2% | 64,310 | $5.8M |
| Lee Johnson Capital Management, LLC | 1.80% | New | 63,384 | $5.7M |
| Bricktown Capital, LLC | 1.03% | No change | 63,000 | $5.7M |
| Graham Capital Management, L.P. | 0.22% | Reduce -44.8% | 62,000 | $5.6M |
| Sigma Planning Corp | 0.14% | Add +8.9% | 59,617 | $5.4M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -1.5% | 60,881 | $5.3M |
| Merit Financial Group, LLC | 0.03% | Add +54.0% | 57,430 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Add +8.7% | 55,033 | $5.0M |
| Wealthfront Advisers LLC | 0.01% | Add +16.5% | 54,915 | $5.0M |
| Vicus Capital | 0.32% | New | 54,659 | $5.0M |
| Morningstar Investment Management LLC | 0.30% | No change | 61,715 | $4.9M |
| Private Capital Management, LLC | 0.44% | Add +3.9% | 53,495 | $4.8M |
| Pallas Capital Advisors LLC | 0.15% | Add +41.6% | 53,277 | $4.8M |
| Alternative Investment Advisors, LLC. | 1.86% | Add +150.7% | 53,046 | $4.8M |
| Stephens Inc. | 0.05% | Add +2.9% | 52,930 | $4.8M |
| San Luis Wealth Advisors LLC | 0.72% | New | 52,484 | $4.8M |
| HSBC Holdings PLC | 0.00% | Add +0.6% | 52,432 | $4.7M |
| Bawa N Mallick Trust | 1.50% | Add +10.9% | 51,002 | $4.6M |
| Littlejohn Financial Services, Inc. | 3.36% | New | 50,966 | $4.6M |
| Millennium Management | 0.00% | Add +174.6% | 50,522 | $4.6M |
| MYDA Advisors LLC | 1.11% | New | 50,000 | $4.5M |
| Banco BTG Pactual S.A. | 0.60% | New | 50,000 | $4.5M |
| VestGen Advisors, LLC | 0.13% | Add +330.7% | 49,624 | $4.5M |
| Summit Securities Group LLC | 0.85% | Add +4770.3% | 48,703 | $4.4M |
| Sfmg, LLC | 0.27% | Reduce -4.4% | 48,072 | $4.4M |
| Vontobel Holding Ltd. | 0.01% | Add +2.8% | 47,768 | $4.3M |
| Herbst Group, LLC | 2.35% | Add +70.4% | 47,630 | $4.3M |
| Cottonwood Capital Advisors, LLC | 2.58% | Reduce -0.8% | 47,225 | $4.3M |
| Triumph Capital Management | 0.75% | Reduce -33.1% | 45,601 | $4.1M |
| Atria Investments, Inc | 0.04% | Add +86.3% | 45,209 | $4.1M |
| Spahn Wealth & Retirement LLC | 2.61% | New | 44,850 | $4.1M |
| Harbour Investments, Inc. | 0.05% | Add +4.2% | 44,699 | $4.0M |
| Credit Agricole S A | 0.01% | Add +12.3% | 44,683 | $4.0M |
| FMR LLC | 0.00% | Add +1.2% | 44,672 | $4.0M |
| Sheets Smith Wealth Management | 0.40% | Add +18.3% | 44,562 | $4.0M |
| Courier Capital LLC | 0.20% | Add +6.3% | 44,480 | $4.0M |
| Clearstead Advisors, LLC | 0.04% | Reduce -23.7% | 44,306 | $4.0M |
| Alpine Global Management, LLC | 0.66% | New | 43,974 | $4.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +75.4% | 43,873 | $4.0M |
| Creative Planning | 0.00% | Reduce -10.3% | 43,207 | $3.9M |
| Advisory Services Network, LLC | 0.04% | Add +72.1% | 42,826 | $3.9M |
| Sage Advisory Services, Ltd.Co. | 1.88% | New | 42,238 | $3.8M |
| Independent Financial Group, LLC | 0.07% | Reduce -15.0% | 42,123 | $3.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -5.3% | 41,563 | $3.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +105.3% | 37,500 | $3.7M |
| Jefferies Financial Group Inc. | 0.04% | Add +5.2% | 40,971 | $3.7M |
| Cordoba Advisory Partners LLC | 0.79% | Add +55.0% | 40,941 | $3.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.11% | Reduce -87.0% | 39,888 | $3.6M |
| Retirement Management Systems Inc. | 0.73% | Add +15.7% | 39,582 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Add +4.7% | 39,568 | $3.6M |
| Bank Pictet & Cie (Europe) AG | 0.07% | New | 39,341 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +186.8% | 39,133 | $3.5M |
| Verus Capital Partners, LLC | 0.19% | New | 38,659 | $3.5M |
| Banque Pictet & Cie SA | 0.04% | Add +285.1% | 38,505 | $3.5M |
| RIA Advisory Group LLC | 0.76% | Reduce -45.7% | 37,590 | $3.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +62.5% | 36,780 | $3.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +14.9% | 36,862 | $3.3M |
| Dynamic Wealth Strategies, LLC | 1.77% | Add +20.3% | 36,691 | $3.3M |
| Hudock, Inc. | 0.42% | Add +8.0% | 36,216 | $3.3M |
| Spartan Wealth Advisory Services LLC | 0.27% | Add +3.9% | 36,212 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +26.2% | 35,536 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +66.9% | 35,518 | $3.2M |
| SFI Advisors, LLC | 2.77% | Reduce -3.2% | 35,387 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +39.5% | 35,334 | $3.2M |
| Sharper & Granite LLC | 0.97% | Reduce -13.9% | 34,617 | $3.1M |
| Rockingstone Advisors LLC | 1.26% | Add +7.6% | 34,578 | $3.1M |
| Paragon Advisors, LLC | 0.65% | Add +7.5% | 34,183 | $3.1M |
| Fortis Group Advisors, LLC | 0.49% | Add +338.4% | 34,016 | $3.1M |
| Intesa Sanpaolo S.p.A. | 0.11% | New | 34,050 | $3.1M |
| Trek Financial, LLC | 0.15% | New | 33,861 | $3.1M |
| Banco Santander, S.A. | 0.02% | Reduce -12.0% | 33,811 | $3.1M |
| KKM Financial LLC | 0.42% | Reduce -23.8% | 33,753 | $3.1M |
| Aster Capital Management (DIFC) Ltd | 0.65% | Reduce -61.0% | 33,472 | $3.0M |
| Strategic Financial Concepts, LLC | 0.89% | New | 33,060 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +4.4% | 32,601 | $3.0M |
| Precedent Wealth Partners, LLC | 0.49% | Add +17.0% | 32,343 | $2.9M |
| Bank Hapoalim BM | 0.20% | Reduce -36.4% | 32,226 | $2.9M |
| Tidal Investments LLC | 0.01% | Reduce -2.2% | 32,027 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +109.3% | 31,996 | $2.9M |
| MAI Capital Management | 0.01% | Add +157.1% | 31,214 | $2.8M |
| Paragon Financial Partners, Inc. | 1.50% | Reduce -3.8% | 29,606 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -80.3% | 30,900 | $2.8M |
| Pinnacle Wealth Management, LLC | 1.67% | New | 29,777 | $2.7M |
| Twin Tree Management, LP | 0.42% | Add +163.7% | 29,735 | $2.7M |
| International Assets Investment Management, LLC | 0.16% | Add +236.3% | 28,791 | $2.7M |
| Forte Asset Management LLC | 1.10% | Add +17.8% | 29,646 | $2.7M |
| Arax Advisory Partners | 0.02% | Add +5729.6% | 29,498 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +4.3% | 29,375 | $2.7M |
| Advocacy Wealth Management, LLC | 0.10% | New | 29,123 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 28,764 | $2.6M |
| Spire Wealth Management | 0.08% | Add +16.5% | 28,622 | $2.6M |
| Marathon Trading Investment Management LLC | 0.30% | Add +881.7% | 28,470 | $2.6M |
| Future Financial Wealth Managment LLC | 1.55% | Add +2.9% | 28,553 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -42.0% | 27,427 | $2.5M |
| Guerra Pan Advisors, LLC | 1.38% | Reduce -0.9% | 27,273 | $2.5M |
| Floyd Financial Group LLC | 1.58% | New | 25,774 | $2.4M |
| Argyle Capital Partners, LLC | 1.52% | Add +31.3% | 26,576 | $2.4M |
| NTV Asset Management LLC | 0.23% | Add +456.3% | 26,462 | $2.4M |
| Cadent Capital Advisors, LLC | 0.49% | New | 26,316 | $2.4M |
| US Bancorp \de | 0.00% | Add +27.0% | 26,314 | $2.4M |
| PSI Advisors, LLC | 0.55% | Add +83.0% | 26,249 | $2.4M |
| Westwind Capital | 0.56% | Add +2.0% | 26,215 | $2.4M |
| Verition Fund Management LLC | 0.02% | Reduce -39.0% | 26,203 | $2.4M |
| Founders Financial Securities LLC | 0.12% | Add +29.9% | 25,628 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +3.1% | 25,589 | $2.3M |
| Snowden Capital Advisors LLC | 0.05% | Add +33.2% | 25,269 | $2.3M |
| IHT Wealth Management, LLC | 0.05% | Add +475.1% | 25,171 | $2.3M |
| Intellectus Partners, LLC | 0.39% | Add +53.5% | 24,762 | $2.2M |
| Ebert Capital Management Inc. | 2.10% | Reduce -9.8% | 24,694 | $2.2M |
| Jump Financial, LLC | 0.02% | New | 24,642 | $2.2M |
| GC Wealth Management RIA, LLC | 0.13% | Reduce -2.4% | 24,522 | $2.2M |
| Curio Wealth, LLC | 0.68% | Reduce -0.9% | 24,011 | $2.2M |
| Wedbush Securities Inc. | 0.06% | Add +28.6% | 23,750 | $2.2M |
| Ethos Financial Group, LLC | 0.14% | New | 23,140 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +359.8% | 23,516 | $2.1M |
| Horizon Investments, LLC | 0.02% | Reduce -32.1% | 23,468 | $2.1M |
| Valley Wealth Managers, Inc. | 0.12% | Reduce -32.4% | 23,378 | $2.1M |
| Keystone Wealth Services, LLC | 0.39% | Reduce -0.2% | 23,225 | $2.1M |
| Stone Summit Wealth LLC | 0.53% | Reduce -0.6% | 23,019 | $2.1M |
| Ruggiero Investments, Inc. | 1.75% | New | 22,692 | $2.1M |
| Wellspring Financial Advisors, LLC | 0.13% | Reduce -11.3% | 1,349,322 | $2.0M |
| Capstone Capital Management Ltd | 0.90% | New | 22,200 | $2.0M |
| Partners Capital Investment Group, LLP | 0.07% | Add +15.0% | 22,081 | $2.0M |
| NorthRock Partners, LLC | 0.03% | Reduce -0.8% | 22,003 | $2.0M |
| Signature Equity Partners, LLC | 0.91% | Add +29.2% | 21,936 | $2.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -71.8% | 21,927 | $2.0M |
| Capital Investment Advisors, LLC | 0.03% | Add +175.5% | 21,329 | $1.9M |
| Banta Asset Management LP | 1.72% | Add +416.2% | 21,320 | $1.9M |
| Hartford Financial Management Inc. | 0.43% | Add +36030.5% | 21,317 | $1.9M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -76.1% | 20,737 | $1.9M |
| FFT Wealth Management LLC | 0.29% | Add +24.2% | 20,702 | $1.9M |
| FDx Advisors, Inc. | 0.56% | New | 20,458 | $1.9M |
| Guardian Asset Advisors, LLC | 0.85% | Reduce -1.7% | 20,400 | $1.8M |
| SIH Partners, LLLP | 0.08% | New | 20,392 | $1.8M |
| Midwest Financial Group LLC | 0.64% | New | 20,110 | $1.8M |
| Cavalier Investments, LLC | 0.67% | New | 20,085 | $1.8M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -11.9% | 19,900 | $1.8M |
| Joule Financial, LLC | 0.49% | Reduce -2.3% | 19,897 | $1.8M |
| Legal & General Group Plc | 0.00% | New | 19,800 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +63.1% | 18,962 | $1.7M |
| James Investment Research, Inc. | 0.17% | New | 18,834 | $1.7M |
| Matauro, LLC | 0.22% | New | 18,760 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Reduce -32.2% | 18,754 | $1.7M |
| LRI Investments, LLC | 0.14% | New | 18,648 | $1.7M |
| Colonial Trust Advisors | 0.12% | Reduce -2.3% | 18,561 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 17,780 | $1.6M |
| &partners | 0.01% | Add +74.4% | 17,760 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +124.2% | 17,696 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +6.9% | 17,643 | $1.6M |
| Cascade Wealth Advisors, Inc | 0.64% | Add +12.7% | 15,521 | $1.6M |
| Liberty Square Wealth Partners LLC | 0.38% | Reduce -6.9% | 17,439 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -57.8% | 17,156 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Reduce -0.2% | 16,775 | $1.5M |
| Altura Wealth Advisors Inc. | 0.51% | Add +19.6% | 16,529 | $1.5M |
| Main Management LLC | 0.10% | Reduce -79.7% | 16,202 | $1.5M |
| WP Advisors, LLC | 0.35% | Reduce -0.4% | 15,992 | $1.4M |
| Empirical Asset Management, LLC | 0.33% | Reduce -1.6% | 15,950 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +5.0% | 15,914 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | Add +18.4% | 15,908 | $1.4M |
| First Heartland Consultants, Inc. | 0.09% | New | 15,862 | $1.4M |
| JTC Employer Solutions Trustee Ltd | 0.11% | Add +74.8% | 15,753 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Reduce -7.1% | 15,707 | $1.4M |
| Capital Investment Counsel, Inc | 0.15% | Add +202.2% | 15,565 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -14.5% | 15,513 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Add +109.2% | 15,427 | $1.4M |
| Mgo One Seven LLC | 0.02% | Add +14.9% | 15,407 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +23.7% | 15,183 | $1.4M |
| Harmony Asset Management LLC | 0.37% | New | 15,095 | $1.4M |
| Colonial Trust Co / SC | 0.17% | Reduce -4.5% | 15,055 | $1.4M |
| Belvedere Trading LLC | 0.11% | New | 15,014 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | New | 15,000 | $1.4M |
| GWN Securities Inc. | 0.22% | Reduce -10.1% | 14,824 | $1.3M |
| Heritage Wealth Management, Inc. | 0.33% | New | 14,765 | $1.3M |
| Valley National Advisers Inc. | 0.15% | Reduce -8.4% | 14,682 | $1.3M |
| KCM Investment Advisors LLC | 0.04% | Add +54.5% | 14,485 | $1.3M |
| Global Financial Private Client, LLC | 0.35% | Add +10.2% | 14,420 | $1.3M |
| Runnymede Capital Advisors, Inc. | 0.77% | Add +2.5% | 14,305 | $1.3M |
| Alexis Investment Partners, LLC | 0.76% | Reduce -49.7% | 14,418 | $1.3M |
| Insigneo Advisory Services, LLC | 0.05% | Add +299.2% | 14,302 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -77.6% | 14,138 | $1.3M |
| Generation Capital Management LLC | 0.78% | New | 14,080 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -40.2% | 14,071 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +78.3% | 14,010 | $1.3M |
| Pinnacle Associates Ltd. | 0.01% | Add +23.2% | 13,829 | $1.3M |
| Kintra Wealth, LLC | 0.06% | Reduce -3.6% | 11,655 | $1.2M |
| Western Wealth Management, LLC | 0.04% | Add +79.0% | 13,395 | $1.2M |
| Perennial Investment Advisors, LLC | 0.08% | Add +6.6% | 13,365 | $1.2M |
| Houlihan Financial Resource Group, Ltd. | 0.43% | No change | 13,283 | $1.2M |
| Arkansas Financial Group, Inc. | 0.16% | Reduce -20.3% | 13,254 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -20.6% | 13,224 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 13,190 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.0% | 13,159 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 13,109 | $1.2M |
| Aft, Forsyth & Company, Inc. | 0.57% | Reduce -7.5% | 13,090 | $1.2M |
| Eagle Strategies LLC | 0.12% | Add +4.4% | 12,998 | $1.2M |
| Evergreen Private Wealth LLC | 0.43% | New | 12,958 | $1.2M |
| Tritonpoint Wealth, LLC | 0.12% | Reduce -6.8% | 12,957 | $1.2M |
| TritonPoint Partners, LLC | 0.10% | New | 12,957 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 12,910 | $1.2M |
| Naples Global Advisors, LLC | 0.07% | Add +84.3% | 12,779 | $1.2M |
| Union Bancaire Privee, UBP SA | 0.01% | Add +8881.9% | 14,371 | $1.2M |
| Oak Family Advisors, LLC | 0.33% | New | 12,576 | $1.1M |
| Cardinal Point Capital Management ULC | 0.06% | Add +11.5% | 12,565 | $1.1M |
| Mariner Investment Group LLC | 0.42% | No change | 12,500 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -21.9% | 12,470 | $1.1M |
| Flagship Private Wealth, LLC | 0.40% | New | 12,431 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | No change | 12,300 | $1.1M |
| Middleton & Co. Inc. | 0.12% | Add +44.8% | 12,221 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +20.3% | 12,154 | $1.1M |
| Viawealth, LLC | 0.55% | Add +29.8% | 12,049 | $1.1M |
| Milestone Asset Management, LLC | 0.17% | New | 11,895 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +121.2% | 11,865 | $1.1M |
| Hills Bank & Trust Co | 0.05% | Add +7.5% | 11,777 | $1.1M |
| LGL Partners, LLC | 0.39% | Add +67.9% | 11,635 | $1.1M |
| Rothschild Wealth LLC | 0.08% | New | 11,440 | $1.0M |
| Point72 Asset Management | 0.00% | Add +357.1% | 11,427 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Add +164.1% | 11,393 | $1.0M |
| Venture Visionary Partners LLC | 0.03% | Reduce -80.0% | 11,361 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Add +174.8% | 11,354 | $1.0M |
| Berkshire Money Management, Inc. | 0.09% | No change | 11,230 | $1.0M |
| IFG Advisory, LLC | 0.04% | New | 11,161 | $1.0M |
| Advisor Resource Council | 0.34% | Reduce -2.2% | 10,660 | $1.0M |
| IPG Investment Advisors LLC | 0.15% | Add +38.3% | 11,151 | $1.0M |
| Bank of Nova Scotia | 0.00% | Reduce -98.0% | 11,062 | $1.0M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -63.2% | 11,036 | $1000K |
| World Investment Advisors | 0.02% | Add +4.5% | 12,240 | $988K |
| Summit Financial, LLC | 0.01% | New | 10,881 | $986K |
| JT Stratford LLC | 0.11% | New | 10,859 | $984K |
| Brooks, Moore & Associates, Inc. | 0.44% | New | 10,790 | $978K |
| Alexander Labrunerie & Co., Inc. | 0.34% | Add +27.4% | 10,754 | $974K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +198.2% | 10,751 | $974K |
| Lodestar Private Asset Management LLC | 0.08% | Add +2.6% | 10,417 | $944K |
| PEAK6 LLC | 0.02% | New | 10,362 | $939K |
| Sterling Investment Counsel, LLC | 0.22% | Add +17.4% | 10,355 | $938K |
| Next Capital Management LLC | 0.25% | Add +7.6% | 10,342 | $937K |
| Advocate Investing Services LLC | 0.72% | Reduce -2.4% | 10,300 | $933K |
| Monetary Management Group Inc. | 0.19% | Add +53.9% | 10,275 | $931K |
| Carr Financial Group Corp | 0.21% | New | 10,225 | $926K |
| Allen Investment Management, LLC | 0.01% | Add +63.2% | 10,207 | $925K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.4% | 10,205 | $925K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Add +23.5% | 10,190 | $923K |
| Global Retirement Partners, LLC | 0.01% | — | 10,166 | $921K |
| Tortuga Wealth Management, Inc | 0.70% | Reduce -28.4% | 10,130 | $918K |
| III Capital Management | 0.24% | New | 10,000 | $906K |
| Midwest Trust Co | 0.01% | Add +111.5% | 9,957 | $902K |
| Patten Group, Inc. | 0.14% | Reduce -13.0% | 9,927 | $899K |
| Carnegie Investment Counsel | 0.02% | Reduce -95.7% | 9,878 | $895K |
| Ameritas Advisory Services, LLC | 0.02% | Add +245.0% | 9,821 | $890K |
| Ulland Investment Advisors, LLC | 0.66% | Reduce -4.8% | 9,802 | $888K |
| TCTC Holdings, LLC | 0.02% | New | 9,775 | $886K |
| Pacific Sun Financial Corp | 0.36% | Reduce -2.3% | 9,745 | $883K |
| Level Four Advisory Services, LLC | 0.02% | Add +188.7% | 9,638 | $873K |
| Apollon Financial, LLC | 0.10% | Reduce -5.4% | 9,600 | $870K |
| Odyssey Capital Advisors, Inc. | 0.62% | Reduce -8.1% | 9,584 | $868K |
| Jacobi Capital Management LLC | 0.04% | Add +101.9% | 9,580 | $868K |
| Hilltop Holdings Inc. | 0.07% | Add +72.9% | 9,510 | $862K |
| Arsenal Capital Advisors LLC | 0.51% | Reduce -32.9% | 9,484 | $859K |
| United Asset Strategies, Inc. | 0.06% | New | 9,347 | $847K |
| Csenge Advisory Group | 0.03% | Add +195.1% | 9,335 | $846K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | New | 9,322 | $845K |
| Woodline Partners LP | 0.00% | New | 9,321 | $844K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -23.1% | 9,306 | $843K |
| Calamos Wealth Management LLC | 0.03% | No change | 9,300 | $843K |
| Allianz Asset Management GmbH | 0.00% | Reduce -16.2% | 9,300 | $843K |
| StoneX Group Inc. | 0.03% | Reduce -28.6% | 9,203 | $834K |
| EFG International AG | 0.02% | Reduce -1.8% | 8,960 | $813K |
| Quattro Financial Advisors LLC | 0.17% | Reduce -76.1% | 8,953 | $811K |
| Yarbrough Capital, LLC | 0.02% | No change | 8,945 | $810K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -30.0% | 8,862 | $803K |
| Investment Partners Asset Management, Inc. | 0.45% | Reduce -4.7% | 8,825 | $800K |
| Citizens National Bank Trust Department | 0.12% | Reduce -3.4% | 8,723 | $790K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -21.4% | 8,716 | $790K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -4.4% | 8,618 | $781K |
| Montis Financial, LLC | 0.16% | Reduce -8.2% | 8,588 | $778K |
| Key Client Fiduciary Advisors, LLC | 0.23% | New | 8,580 | $777K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -1.1% | 8,577 | $777K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | Add +1.3% | 8,568 | $776K |
| Triangle Securities Wealth Management | 0.15% | Add +20.6% | 8,450 | $766K |
| United Community Bank | 0.23% | No change | 8,265 | $749K |
| Highline Wealth Partners LLC | 0.15% | Add +25.8% | 8,247 | $747K |
| LOM Asset Management Ltd | 0.19% | Add +191.3% | 8,245 | $747K |
| Strategic Blueprint, LLC | 0.04% | Reduce -67.0% | 8,218 | $745K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | Add +229.5% | 8,169 | $740K |
| LMCG Investments, LLC | 0.04% | Reduce -3.8% | 8,041 | $729K |
| Bulltick Wealth Management, LLC | 0.15% | Reduce -73.9% | 8,028 | $727K |
| PeakShares LLC | 0.54% | Add +60.0% | 8,000 | $725K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -10.4% | 7,982 | $723K |
| Retirement Planning Group, LLC | 0.02% | Add +33.5% | 7,936 | $719K |
| Brookstone Capital Management | 0.01% | Reduce -56.0% | 7,935 | $719K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -7.8% | 7,911 | $717K |
| Keybank National Association | 0.00% | No change | 7,855 | $712K |
| West Michigan Advisors, LLC | 0.13% | New | 7,791 | $706K |
| Telos Capital Management, Inc. | 0.06% | New | 7,634 | $692K |
| Chatham Capital Group, Inc. | 0.09% | No change | 7,625 | $691K |
| AE Wealth Management LLC | 0.00% | Add +5.8% | 7,562 | $685K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +27.6% | 7,526 | $682K |
| Holderness Investments Co. | 0.11% | Reduce -83.8% | 7,500 | $680K |
| LJI Wealth Management, LLC | 0.10% | New | 7,494 | $679K |
| PFG Investments, LLC | 0.03% | Reduce -42.4% | 7,474 | $677K |
| Marex Group Ltd | 0.01% | Reduce -11.2% | 7,424 | $673K |
| Financial Solutions Advisory Group, Inc. | 0.09% | Reduce -13.6% | 7,157 | $672K |
| AlphaCore Capital LLC | 0.01% | Reduce -17.1% | 7,394 | $670K |
| Rathbones Group PLC | 0.00% | Add +14.2% | 7,260 | $658K |
| Saranac Partners Ltd | 0.21% | Reduce -52.2% | 7,200 | $652K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.0% | 6,425 | $651K |
| Huntleigh Advisors, Inc. | 0.09% | Add +9.5% | 7,133 | $646K |
| Ignite Planners, LLC | 0.09% | Add +2.4% | 7,111 | $644K |
| First Growth Capital LLC | 0.49% | Add +32.5% | 7,092 | $643K |
| Curbstone Financial Management Corp | 0.11% | New | 7,086 | $642K |
| Bayesian Capital Management, LP | 0.41% | New | 7,060 | $640K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +23.0% | 7,030 | $637K |
| STG Securities, LLC | 0.69% | — | 7,020 | $636K |
| Money Concepts Capital Corp. | 0.03% | Reduce -25.5% | 6,985 | $633K |
| Nvwm, LLC | 0.13% | Reduce -3.3% | 6,911 | $626K |
| Silphium Asset Management Ltd | 0.21% | New | 6,900 | $625K |
| WBH Advisory Inc. | 0.04% | No change | 6,837 | $619K |
| HUB Investment Partners, LLC | 0.01% | Add +154.1% | 6,763 | $613K |
| Balentine LLC | 0.02% | No change | 6,724 | $609K |
| Kropog Financial Group, LLC | 0.43% | Add +0.0% | 6,717 | $609K |
| Composition Wealth, LLC | 0.01% | Reduce -15.0% | 6,711 | $608K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -21.3% | 6,696 | $607K |
| Savvy Advisors, Inc. | 0.01% | New | 6,656 | $603K |
| Brown Advisory Inc. | 0.00% | Add +10.5% | 6,639 | $601K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.7% | 6,632 | $601K |
| Simplicity Wealth,LLC | 0.02% | New | 6,621 | $600K |
| Ethos Capital Management, Inc. | 0.42% | Reduce -33.9% | 6,568 | $595K |
| One Capital Management, LLC | 0.02% | No change | 7,415 | $594K |
| D. E. Shaw & Co. | 0.00% | New | 6,546 | $593K |
| Commerce Bank | 0.00% | Reduce -4.9% | 6,533 | $592K |
| Stelac Advisory Services LLC | 0.11% | Add +11.3% | 6,522 | $591K |
| PFG Advisors | 0.03% | New | 6,503 | $589K |
| Gsa Capital Partners LLP | 0.04% | Add +59.4% | 6,444 | $584K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.2% | 6,424 | $582K |
| Vise Technologies, Inc. | 0.01% | Add +170.8% | 6,408 | $581K |
| Mathes Company, Inc. | 0.18% | Add +41.4% | 6,400 | $580K |
| Planning Strategies Inc. | 0.36% | — | 6,384 | $578K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 6,375 | $578K |
| Northstar Group, Inc. | 0.08% | Add +36.8% | 6,315 | $572K |
| Swmg, LLC | 0.13% | New | 6,103 | $571K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -7.2% | 6,279 | $569K |
| Caprock Group, LLC | 0.01% | Add +16.3% | 6,271 | $568K |
| Cannon Global Investment Management, LLC | 1.69% | New | 6,200 | $562K |
| Greenspring Advisors, LLC | 0.03% | Reduce -16.2% | 6,122 | $555K |
| Quantum Portfolio Management LLC | 0.20% | Add +16.3% | 6,108 | $553K |
| Flow Traders U.S. LLC | 0.02% | New | 6,031 | $546K |
| Larson Financial Group LLC | 0.01% | Add +16.3% | 5,976 | $541K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -41.6% | 5,942 | $538K |
| Quarry LP | 0.09% | Reduce -52.9% | 5,935 | $538K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -50.0% | 5,920 | $536K |
| First Horizon Corp. | 0.02% | Add +41.1% | 5,914 | $536K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -6.6% | 5,933 | $533K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 5,840 | $529K |
| Roxbury Financial LLC | 0.42% | Add +86.1% | 5,808 | $526K |
| Praxis Capital Management LLC | 0.83% | New | 5,800 | $525K |
| BTG Pactual Asset Management US LLC | 0.04% | Reduce -23.7% | 5,751 | $521K |
| Realta Investment Advisors | 0.16% | Add +10.5% | 5,745 | $520K |
| Fortis Capital Management LLC | 0.06% | Add +62.1% | 5,737 | $520K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 5,695 | $516K |
| Private Trust Co. NA | 0.04% | Add +22.9% | 5,684 | $515K |
| Round Rock Advisors LLC | 0.07% | Add +15.0% | 5,646 | $512K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 5,621 | $509K |
| Choreo, LLC | 0.01% | Add +42.0% | 5,609 | $508K |
| Franklin Resources Inc. | 0.00% | Add +24.8% | 5,603 | $508K |
| Lyell Wealth Management, LP | 0.03% | Reduce -5.3% | 5,579 | $505K |
| Novak & Powell Financial Services, Inc. | 0.24% | Reduce -3.5% | 5,525 | $501K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | Reduce -3.7% | 5,508 | $499K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,493 | $498K |
| COFG Advisors, LLC | 0.09% | Add +11.5% | 5,450 | $494K |
| Voya Financial Advisors, Inc. | 0.04% | New | 5,439 | $489K |
| High Point Wealth Management, LLC | 0.41% | Reduce -8.5% | 5,375 | $487K |
| RB Capital Management, LLC | 0.10% | Add +0.0% | 5,343 | $484K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.5% | 5,294 | $480K |
| BBR Partners, LLC | 0.02% | No change | 5,267 | $477K |
| Plotkin Financial Advisors, LLC | 0.20% | Add +1.6% | 5,254 | $476K |
| Tenzing Financial LLC | 0.32% | Reduce -1.6% | 4,927 | $467K |
| Dudley Capital Management, LLC | 0.19% | New | 5,132 | $465K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 5,130 | $465K |
| Edgestream Partners, L.P. | 0.01% | New | 5,109 | $463K |
| Capital Square, LLC | 0.20% | Reduce -27.5% | 5,002 | $462K |
| TAGStone Capital, Inc. | 0.15% | No change | 5,090 | $461K |
| Koa Wealth Management, LLC | 0.31% | New | 5,043 | $457K |
| Samalin Investment Counsel, LLC | 0.15% | Add +13.5% | 5,000 | $453K |
| GFG Capital, LLC | 0.12% | No change | 5,000 | $453K |
| Alpine Woods Capital Investors, LLC | 0.10% | Reduce -39.5% | 4,900 | $444K |
| Vienna Asset Management LLC | 0.32% | New | 4,890 | $443K |
| Thrive Wealth Management, LLC | 0.06% | No change | 4,890 | $443K |
| Integrity Alliance, Llc. | 0.01% | New | 4,794 | $434K |
| LaSalle St. Investment Advisors, LLC | 0.05% | No change | 4,735 | $429K |
| Sharp Wealth Advisory, LLC | 0.20% | Add +36.9% | 4,690 | $425K |
| Aristotle Capital Management, LLC | 0.00% | New | 4,683 | $424K |
| Vestor Capital, LLC | 0.03% | New | 1,498 | $421K |
| Karnit Road Accident Victims Compensation Fund | 0.24% | No change | 4,640 | $420K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +46.9% | 4,626 | $419K |
| Benin Management CORP | 0.08% | Add +53.3% | 4,600 | $417K |
| BlackRock, Inc. | 0.00% | Reduce -39.8% | 4,583 | $415K |
| WJ Wealth Management, LLC | 0.16% | No change | 4,575 | $414K |
| Granite Bay Wealth Management, LLC | 0.04% | New | 4,548 | $412K |
| Curated Wealth Partners LLC | 0.05% | Add +13.6% | 4,545 | $412K |
| RFG Advisory, LLC | 0.01% | Add +59.9% | 4,536 | $411K |
| Dearborn Partners LLC | 0.02% | New | 4,515 | $409K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +36.6% | 4,491 | $407K |
| Carret Asset Management, LLC | 0.04% | Reduce -1.7% | 4,430 | $401K |
| Maxele Advisors, LLC | 0.28% | — | 4,430 | $401K |
| Cove Private Wealth, LLC | 0.08% | Add +47.5% | 4,425 | $401K |
| Index Technologies Group LLC | 0.32% | Add +16.4% | 4,415 | $400K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.4% | 4,397 | $398K |
| Resonant Capital Advisors, LLC | 0.02% | New | 4,380 | $397K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -86.1% | 4,357 | $395K |
| Applied Fundamental Research, LLC | 0.46% | New | 4,294 | $389K |
| Mutual Advisors, LLC | 0.01% | Reduce -16.6% | 4,271 | $387K |
| Warner Financial, Inc. | 0.11% | New | 4,248 | $385K |
| Fortune Financial Group, Inc. | 0.30% | Add +13.6% | 4,240 | $384K |
| Canal Capital Management, LLC | 0.05% | Reduce -65.5% | 4,232 | $383K |
| Crusonia Wealth Advisors LLC | 0.06% | New | 4,232 | $383K |
| Meadowbrook Wealth Management, LLC | 0.42% | New | 4,105 | $383K |
| Sfm, LLC | 0.20% | New | 4,206 | $381K |
| Credit Industriel Et Commercial | 0.07% | Reduce -46.1% | 4,205 | $381K |
| TopTier Wealth Management, LLC | 0.23% | Add +1.3% | 4,185 | $379K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -22.4% | 4,175 | $378K |
| Appleton Partners Inc. | 0.02% | Reduce -34.4% | 4,160 | $377K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | Add +111.4% | 4,145 | $375K |
| Ironwood Financial, llc | 0.06% | Add +4.2% | 4,041 | $375K |
| IMA Advisory Services, Inc. | 0.02% | New | 4,070 | $369K |
| Kickstand Ventures, Llc. | 0.07% | New | 4,031 | $365K |
| Sankala Group LLC | 0.24% | Reduce -15.1% | 3,550 | $364K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.9% | 4,002 | $363K |
| Matthew Goff Investment Advisor, LLC | 0.06% | No change | 3,957 | $359K |
| Kingsbury Capital Investment Advisors LLC | 0.30% | Reduce -1.3% | 3,945 | $357K |
| KMT Wealth Management, LLC | 0.30% | New | 3,945 | $357K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -52.7% | 3,923 | $355K |
| Tranquilli Financial Advisor LLC | 0.19% | Reduce -8.4% | 3,908 | $354K |
| Pinebridge Investments LLC | 0.00% | New | 3,906 | $354K |
| Optima Capital LLC | 0.14% | Add +16.4% | 3,901 | $353K |
| Harbor Investment Advisory, LLC | 0.02% | New | 3,900 | $353K |
| Sherman Wealth Management LLC | 0.26% | Reduce -0.1% | 3,858 | $350K |
| Clear Creek Financial Management, LLC | 0.02% | New | 3,856 | $349K |
| Militia Capital Management LLC | 0.06% | New | 3,846 | $348K |
| Conservest Capital Advisors, Inc. | 0.03% | Add +38.6% | 3,824 | $346K |
| Harvest Investment Services, LLC | 0.05% | Add +16.7% | 3,800 | $344K |
| Coldstream Capital Management Inc. | 0.00% | No change | 3,771 | $342K |
| Krilogy Financial LLC | 0.01% | Add +15.3% | 3,754 | $340K |
| First Foundation Advisors | 0.01% | Add +11.4% | 3,746 | $339K |
| NewEdge Wealth, LLC | 0.00% | Add +1.6% | 3,700 | $335K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +3.8% | 3,619 | $328K |
| MWA Asset Management | 0.15% | Reduce -4.7% | 3,608 | $327K |
| Collaborative Capital Advisors LLC | 0.21% | — | 3,600 | $326K |
| Centaurus Financial, Inc. | 0.01% | Reduce -9.8% | 3,599 | $326K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,597 | $326K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,592 | $325K |
| Andina Capital Management, LLC | 0.53% | New | 3,582 | $325K |
| Betterment LLC | 0.00% | Add +15.6% | 3,566 | $323K |
| Soltis Investment Advisors LLC | 0.02% | Add +21.1% | 3,565 | $323K |
| Ceera Investments, LLC | 0.14% | Add +5.8% | 3,545 | $321K |
| Citizens Financial Group Inc. | 0.00% | Reduce -14.9% | 3,530 | $320K |
| Moors & Cabot, Inc. | 0.01% | New | 3,527 | $320K |
| Flputnam Investment Management Co. | 0.00% | New | 3,486 | $319K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,519 | $319K |
| Auour Investments LLC | 0.09% | New | 3,510 | $318K |
| Toronto Dominion Bank | 0.00% | New | 3,507 | $318K |
| Bramshill Investments, LLC | 0.02% | Reduce -50.0% | 3,500 | $317K |
| Cache Advisors, LLC | 0.03% | No change | 3,490 | $316K |
| Millennium Capital Advisors, LLC | 0.17% | No change | 3,479 | $315K |
| Tempus Wealth Planning, LLC | 0.06% | Add +4.4% | 3,466 | $314K |
| Wealth Forward, LLC | 0.15% | New | 3,422 | $310K |
| Integrated Advisors Network LLC | 0.01% | Reduce -46.0% | 3,415 | $309K |
| Neuberger Berman Group LLC | 0.00% | Reduce -26.1% | 3,397 | $308K |
| Institute for Wealth Management, LLC. | 0.03% | Add +23.2% | 3,388 | $307K |
| Dupree Financial Group, LLC | 0.11% | Add +0.5% | 3,381 | $306K |
| Signaturefd, LLC | 0.00% | Add +69.1% | 3,378 | $306K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -8.4% | 3,375 | $306K |
| Clare Market Investments LLC | 0.05% | Reduce -41.6% | 3,315 | $300K |
| Essex Bank | 0.06% | Add +27.2% | 3,297 | $299K |
| Wealth Advisors of Tampa Bay, LLC | 0.09% | No change | 3,268 | $296K |
| PVG Asset Management Corp. | 0.17% | New | 3,265 | $296K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.4% | 3,258 | $295K |
| Nwam LLC | 0.01% | New | 3,234 | $293K |
| Westfuller Advisors, LLC | 0.11% | No change | 3,230 | $293K |
| Lansing Street Advisors | 0.06% | Reduce -44.4% | 3,212 | $291K |
| Garrett Wealth Advisory Group, LLC | 0.04% | No change | 3,201 | $290K |
| Canoe Financial LP | 0.00% | No change | 750 | $285K |
| Calton & Associates, Inc. | 0.04% | New | 3,135 | $284K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.6% | 3,128 | $283K |
| Indivisible Partners | 0.02% | New | 3,122 | $283K |
| Cane Capital Partners, LLC | 0.11% | Reduce -86.7% | 3,120 | $283K |
| Sonata Capital Group Inc. | 0.09% | New | 3,090 | $280K |
| Balboa Wealth Partners | 0.04% | Reduce -30.9% | 3,089 | $280K |
| Clear Trail Advisors, LLC | 0.04% | New | 3,050 | $276K |
| Dakota Wealth Management | 0.01% | Add +11.9% | 3,049 | $276K |
| Sovran Advisors, LLC | 0.02% | Add +9.1% | 3,008 | $276K |
| Mullaney, Keating & Wright, Inc. | 0.13% | New | 1,680 | $275K |
| Lanark Financial, Inc. | 0.02% | Add +4.5% | 3,032 | $275K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 3,032 | $275K |
| Cadia Private Client LLC | 0.20% | Add +0.0% | 3,002 | $272K |
| Hunter Perkins Capital Management, LLC | 0.06% | New | 2,982 | $270K |
| Garden State Investment Advisory Services LLC | 0.05% | New | 2,975 | $270K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,959 | $268K |
| Murphy & Mullick Capital Management Corp | 0.17% | Add +58.4% | 2,957 | $268K |
| Muirfield Wealth Advisors LLC | 0.17% | New | 2,951 | $267K |
| Hexagon Capital Partners LLC | 0.04% | Add +10.2% | 2,936 | $266K |
| TRUE Private Wealth Advisors | 0.02% | Add +0.0% | 2,930 | $265K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $265K |
| Access Financial Services, Inc. | 0.09% | New | 2,915 | $264K |
| Purus Wealth Management, LLC | 0.07% | Reduce -1.5% | 2,911 | $264K |
| Arrowroot Family Office, LLC | 0.08% | New | 2,910 | $264K |
| Victory Capital Management Inc. | 0.00% | New | 2,898 | $263K |
| Pinnacle Family Advisors, LLC | 0.11% | New | 2,880 | $261K |
| Cannell & Spears LLC | 0.00% | No change | 2,825 | $256K |
| Regatta Capital Group, LLC | 0.03% | New | 2,821 | $256K |
| 360 Financial, Inc. | 0.06% | Reduce -13.8% | 2,815 | $255K |
| Kesler, Norman & Wride, LLC | 0.04% | Reduce -51.2% | 2,807 | $254K |
| Clark Asset Management, LLC | 0.02% | No change | 2,795 | $253K |
| Global Assets Advisory, LLC | 0.06% | Add +106.8% | 2,689 | $253K |
| Outlook Wealth Advisors, LLC | 0.05% | No change | 2,782 | $252K |
| Whitcomb & Hess, Inc. | 0.05% | Reduce -14.3% | 2,775 | $251K |
| Breakwater Capital Group | 0.03% | New | 2,764 | $250K |
| Traphagen Investment Advisors LLC | 0.02% | New | 2,759 | $250K |
| Garde Capital, Inc. | 0.01% | No change | 2,732 | $248K |
| Renaissance Group LLC | 0.01% | New | 2,724 | $247K |
| RPG Investment Advisory, LLC | 0.03% | New | 2,718 | $246K |
| Cypress Capital Management LLC (WY) | 0.21% | Reduce -0.3% | 2,702 | $245K |
| Sweeney & Michel, LLC | 0.06% | New | 2,375 | $244K |
| Howard Financial Services, LTD. | 0.02% | Add +1.0% | 2,688 | $244K |
| APS Management Group, Inc. | 0.19% | Reduce -1.8% | 2,682 | $243K |
| Advyzon Investment Management, LLC | 0.02% | New | 2,668 | $242K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,649 | $240K |
| Cary Street Partners Financial LLC | 0.01% | New | 2,638 | $239K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Reduce -2.4% | 2,645 | $239K |
| Abbot Financial Management, Inc. | 0.09% | Reduce -13.2% | 2,625 | $238K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 2,623 | $238K |
| Merkkuri Wealth Advisors LLC | 0.15% | Add +0.0% | 2,607 | $236K |
| Patten & Patten Inc. | 0.01% | Reduce -93.0% | 2,602 | $236K |
| Arlington Capital Management, Inc. | 0.14% | Reduce -22.9% | 2,571 | $233K |
| Keystone Financial Group | 0.01% | New | 2,560 | $232K |
| Banque Transatlantique SA | 0.01% | New | 2,550 | $231K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,540 | $230K |
| Sequent Planning LLC | 0.05% | Reduce -3.6% | 2,505 | $227K |
| Transcendent Capital Group LLC | 0.09% | Reduce -3.9% | 2,500 | $227K |
| Mission Creek Capital Partners, Inc. | 0.04% | New | 2,467 | $224K |
| Dimension Capital Management LLC | 0.03% | New | 2,464 | $223K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,354 | $223K |
| Retirement Planning Co of New England, Inc. | 0.08% | New | 2,460 | $223K |
| M&T Bank Corp | 0.00% | New | 2,450 | $222K |
| Cedar Wealth Management, LLC | 0.06% | New | 2,443 | $221K |
| Keudell/Morrison Wealth Management | 0.04% | New | 2,431 | $220K |
| Capital Analysts, LLC | 0.01% | Add +48.0% | 2,424 | $219K |
| South Shore Capital Advisors | 0.15% | Reduce -4.0% | 2,411 | $218K |
| Advus Financial Partners, LLC | 0.05% | New | 2,401 | $218K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -10.1% | 2,376 | $215K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 2,375 | $215K |
| Ceeto Capital Group, LLC | 0.06% | New | 2,375 | $215K |
| Hofer & Associates. Inc | 0.10% | New | 2,363 | $214K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -55.7% | 2,358 | $214K |
| Team Financial Group, LLC | 0.09% | Add +9.4% | 2,337 | $212K |
| North Forty Two & Co. | 0.18% | New | 2,335 | $212K |
| Kane Investment Management, Inc. | 0.09% | Reduce -20.9% | 2,335 | $212K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 2,330 | $211K |
| Tennessee Valley Asset Management Partners | 0.02% | Reduce -16.2% | 2,308 | $209K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -96.5% | 2,300 | $208K |
| Riggs Asset Managment Co. Inc. | 0.04% | Reduce -48.4% | 2,294 | $208K |
| Mather Group, Llc. | 0.00% | New | 2,293 | $208K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -56.9% | 2,283 | $207K |
| Forum Finance Group S.A. | 0.07% | Reduce -17.6% | 2,817 | $206K |
| Fort Point Capital Partners LLC | 0.02% | New | 2,273 | $206K |
| BIP Wealth, LLC | 0.01% | New | 2,269 | $206K |
| Americana Partners, LLC | 0.00% | New | 2,263 | $205K |
| Kovack Advisors, Inc. | 0.01% | Reduce -25.3% | 2,211 | $205K |
| John A. Wolfe & Associates, Inc. | 0.28% | Reduce -4.5% | 2,252 | $204K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.6% | 2,251 | $204K |
| Xcelsior Advisor Partners LLC | 0.03% | New | 2,246 | $204K |
| E&G Advisors, LLC | 0.04% | New | 2,225 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.1% | 2,207 | $200K |
| Centrica Wealth Management, LLC | 0.15% | — | 2,150 | $198K |
| Creative Financial Designs Inc. | 0.01% | Add +8044.0% | 2,036 | $184K |
| Rossmore Private Capital | 0.01% | No change | 1,918 | $174K |
| KBC Group NV | 0.00% | New | 1,911 | $173K |
| Agur Provident & Training Funds Management Ltd. | 0.93% | — | 200,900 | $171K |
| High Note Wealth, LLC | 0.03% | No change | 1,885 | $171K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,870 | $169K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +32.2% | 1,858 | $168K |
| Cheviot Value Management, LLC | 0.02% | Add +19.4% | 1,850 | $168K |
| Powell Investment Advisors, LLC | 0.05% | Reduce -74.9% | 1,714 | $155K |
| Regatta Research & Money Management | 0.14% | — | 1,611 | $146K |
| Bullseye Investment Management, LLC | 0.07% | Reduce -45.1% | 1,605 | $145K |
| St. Johns Investment Management Company, LLC | 0.05% | No change | 1,580 | $143K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -79.2% | 1,574 | $143K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,521 | $137K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -8.8% | 1,485 | $135K |
| TD Private Client Wealth LLC | 0.00% | Add +0.5% | 1,437 | $130K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -34.7% | 1,410 | $128K |
| Mosley Wealth Management | 0.04% | Reduce -84.2% | 1,391 | $126K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -87.5% | 1,277 | $116K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -33.7% | 1,234 | $112K |
| Comprehensive Financial Planning, Inc. | 0.06% | Reduce -13.3% | 1,216 | $110K |
| Ankerstar Wealth, LLC | 0.09% | New | 1,175 | $106K |
| Delta Asset Management LLC | 0.01% | Add +84.8% | 1,155 | $105K |
| Glen Eagle Advisors, LLC | 0.01% | Add +1.8% | 1,141 | $103K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.4% | 1,115 | $101K |
| CoreCap Advisors, LLC | 0.00% | Add +27.8% | 1,112 | $101K |
| Harbor Asset Planning, Inc. | 0.07% | No change | 1,077 | $98K |
| Copia Wealth Management | 0.06% | Reduce -0.6% | 1,064 | $96K |
| Orion Capital Management LLC | 0.03% | New | 1,060 | $96K |
| Abound Financial, LLC | 0.04% | New | 1,020 | $92K |
| Founders Financial Alliance, LLC | 0.01% | No change | 995 | $90K |
| Howe & Rusling Inc. | 0.01% | Add +355.5% | 993 | $90K |
| Align Financial, LLC | 0.04% | No change | 974 | $88K |
| TFC Financial Management, Inc. | 0.01% | No change | 929 | $84K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 905 | $82K |
| Winthrop Capital Management, LLC | 0.02% | No change | 885 | $80K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 850 | $77K |
| Mondrian Investment Partners LTD | 0.00% | New | 826 | $75K |
| Anchor Investment Management, LLC | 0.01% | Reduce -0.1% | 793 | $72K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 750 | $68K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.5% | 696 | $63K |
| Activest Wealth Management | 0.01% | Reduce -49.0% | 664 | $60K |
| SouthState Bank Corp | 0.00% | No change | 655 | $59K |
| Biltmore Family Office, LLC | 0.01% | Add +13.2% | 644 | $58K |
| Key Financial Inc | 0.01% | Add +771.4% | 610 | $55K |
| Evolution Wealth Management Inc. | 0.03% | Add +505.0% | 605 | $55K |
| Fiduciary Financial Advisors | 0.01% | New | 605 | $55K |
| Bogart Wealth, LLC | 0.00% | Reduce -99.0% | 602 | $55K |
| Westside Investment Management, Inc. | 0.01% | No change | 600 | $54K |
| CENTRAL TRUST Co | 0.00% | New | 592 | $54K |
| SHP Wealth Management | 0.00% | Add +13.1% | 579 | $52K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -17.6% | 562 | $51K |
| Montag A & Associates Inc. | 0.00% | No change | 558 | $51K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | New | 552 | $50K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 540 | $49K |
| Investors Research Corp | 0.01% | No change | 525 | $48K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 6,100 | $46K |
| Finley Financial, LLC | 0.02% | No change | 500 | $45K |
| Fortitude Family Office, LLC | 0.01% | No change | 500 | $45K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $45K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +49.5% | 483 | $45K |
| Trust Co. of Vermont | 0.00% | — | 495 | $45K |
| Purpose Unlimited Inc. | 0.00% | Reduce -99.7% | 480 | $43K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +1.3% | 479 | $43K |
| Webster Bank, N. A. | 0.00% | No change | 450 | $41K |
| HM Payson & Co. | 0.00% | Add +18.4% | 450 | $41K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -8.3% | 440 | $40K |
| Cape Investment Advisory, Inc. | 0.01% | New | 432 | $39K |
| Barrett & Company, Inc. | 0.01% | Add +21.3% | 428 | $39K |
| Vanguard National Trust Co | 0.00% | No change | 425 | $39K |
| Fairscale Capital, LLC | 0.02% | No change | 420 | $38K |
| Longitude (Cayman) Ltd. | 0.02% | Reduce -20.0% | 400 | $36K |
| GFS Advisors, LLC | 0.00% | New | 52,175 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -15.8% | 393 | $36K |
| Paladin Partners, LLC | 0.02% | New | 383 | $35K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 375 | $34K |
| Silicon Valley Capital Partners | 0.00% | Add +208.3% | 370 | $34K |
| CX Institutional | 0.00% | No change | 350 | $32K |
| Compass Financial Management LLC | 0.00% | — | 326 | $32K |
| Cambient Family Office, LLC | 0.00% | No change | 350 | $32K |
| Strengthening Families & Communities, LLC | 0.01% | Add +134.7% | 345 | $31K |
| Nova Wealth Management, Inc. | 0.02% | New | 335 | $30K |
| Whittier Trust Co. | 0.00% | No change | 320 | $30K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 315 | $29K |
| Downshift Financial, LLC | 0.01% | New | 310 | $28K |
| Chung Wu Investment Group, LLC | 0.02% | New | 300 | $27K |
| Addison Advisors LLC | 0.01% | Reduce -46.9% | 300 | $27K |
| Archer Investment Corp | 0.01% | No change | 290 | $26K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +117.8% | 281 | $25K |
| Pinney & Scofield, Inc. | 0.01% | No change | 280 | $25K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 272 | $25K |
| Pflug Koory, LLC | 0.01% | No change | 265 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $24K |
| Pursuit Wealth Strategies, LLC | 0.03% | No change | 250 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +43.9% | 236 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 232 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 225 | $20K |
| Darwin Wealth Management, LLC | 0.01% | No change | 207 | $19K |
| Arlington Trust Co LLC | 0.00% | New | 204 | $18K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 200 | $18K |
| Markowski Investments | 0.00% | — | 200 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 200 | $18K |
| Quent Capital, LLC | 0.00% | No change | 200 | $18K |
| Allied Private Wealth LLC | 0.01% | — | 195 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 195 | $18K |
| Byrne Asset Management LLC | 0.01% | No change | 190 | $17K |
| Rossby Financial, LCC | 0.00% | New | 186 | $17K |
| Reicon Wealth Advisors, LLC | 0.01% | No change | 180 | $16K |
| Lazard Asset Management LLC | 0.00% | New | 179 | $16K |
| Financial Perspectives, Inc | 0.00% | No change | 170 | $15K |
| Syntax Research, Inc. | 0.01% | Reduce -99.3% | 165 | $15K |
| MCF Advisors LLC | 0.00% | New | 160 | $14K |
| Vision Financial Markets LLC | 0.01% | Add +0.7% | 152 | $14K |
| Morse Asset Management, Inc | 0.00% | No change | 149 | $13K |
| Tidemark, LLC | 0.00% | Add +167.3% | 147 | $13K |
| Ancora Advisors LLC | 0.00% | Add +202.1% | 145 | $13K |
| Blueline Advisors LLC | 0.01% | New | 46 | $13K |
| SYM FINANCIAL Corp | 0.00% | New | 133 | $12K |
| Continuum Advisory, LLC | 0.00% | New | 130 | $12K |
| Coastline Trust Co | 0.00% | No change | 125 | $11K |
| WestEnd Advisors, LLC | 0.00% | Add +112.7% | 117 | $11K |
| IMG Wealth Management, Inc. | 0.01% | No change | 115 | $10K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 115 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 110 | $10K |
| Founders Capital Management | 0.00% | Reduce -50.0% | 100 | $9K |
| Nemes Rush Group LLC | 0.00% | No change | 96 | $9K |
| Strive Financial Group ,LLC | 0.00% | No change | 94 | $9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -95.0% | 93 | $8K |
| Napier Financial, LLC | 0.00% | No change | 85 | $8K |
| Oakworth Capital, Inc. | 0.00% | New | 75 | $7K |
| Kingdom Financial Group LLC. | 0.00% | No change | 75 | $7K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 70 | $6K |
| Synergy Investment Management, LLC | 0.00% | Add +58.1% | 68 | $6K |
| EPG Wealth Management LLC | 0.00% | Add +1.5% | 67 | $6K |
| Rogco, LP | 0.00% | New | 66 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $6K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | Reduce -95.3% | 65 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 60 | $5K |
| ARK Investment Management | 0.00% | New | 56 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 56 | $5K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.01% | New | 50 | $5K |
| Legacies Wealth LLC | 0.00% | New | 50 | $5K |
| Caitlin John, LLC | 0.00% | New | 50 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 50 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 50 | $5K |
| Asset Dedication, LLC | 0.00% | New | 50 | $5K |
| GW&K Investment Management, LLC | 0.00% | New | 48 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 40 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 37 | $3K |
| Blume Capital Management, Inc. | 0.00% | New | 35 | $3K |
| London Co. of Virginia | 0.00% | New | 35 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 28 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 33 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 31 | $3K |
| Concord Wealth Partners | 0.00% | New | 30 | $3K |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +16.7% | 21 | $2K |
| Key Capital Management, INC | 0.00% | New | 20 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 20 | $2K |
| Advanced Asset Management Advisors Inc | 0.00% | Reduce -60.0% | 20 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 17 | $2K |
| Angeles Wealth Management, LLC | 0.00% | New | 16 | $1K |
| Go Invest LLC | 0.00% | Add +27.3% | 14 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -53.9% | 12 | $1K |
| Tsfg, LLC | 0.00% | No change | 12 | $1K |
| LM Advisors LLC | 0.00% | Add +1212.4% | 10,355 | $938 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $908 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $906 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 10 | $906 |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $906 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -40.0% | 9 | $815 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 8 | $725 |
| Legacy Bridge, LLC | 0.00% | No change | 8 | $725 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 8 | $725 |
| Banque Cantonale Vaudoise | 0.00% | Reduce -75.9% | 6,024 | $545 |
| Atwood & Palmer Inc. | 0.00% | New | 4 | $363 |
| Elevate Wealth Advisory, Inc. | 0.00% | New | 1 | $91 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.