iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q4 2025 (December 31)772holders +43
42new positions
39sold out
2famous investors
$141.46avg. 13F price*
At the end of Q4 2025, 772 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 43 from Q3 2025. 42 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($437.0M), Bank of America Corp. ($286.1M) and FMR LLC ($240.0M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $40.2M |
| Exits | 39 | $24.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,602,951 shares bought and 877,579 shares sold, net +725,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Morgan Stanley | 0.03% | Reduce -2.6% | 3,096,109 | $437.0M |
| Bank of America Corp. | 0.02% | Add +0.2% | 2,026,713 | $286.1M |
| FMR LLC | 0.01% | Add +7.0% | 1,700,133 | $240.0M |
| Wells Fargo & Company | 0.03% | Reduce -2.6% | 1,084,268 | $153.1M |
| UBS Group AG | 0.03% | Reduce -1.4% | 1,053,146 | $148.7M |
| LPL Financial LLC | 0.04% | Add +0.5% | 957,106 | $135.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.7% | 884,191 | $124.8M |
| Brown Advisory Inc. | 0.16% | Add +55.9% | 836,147 | $118.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.8% | 832,893 | $117.6M |
| M&T Bank Corp | 0.24% | Reduce -2.5% | 536,272 | $75.7M |
| Raymond James Financial Inc. | 0.02% | Add +2.1% | 470,217 | $66.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.6% | 469,215 | $66.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 422,327 | $59.6M |
| HighTower Advisors, LLC | 0.06% | Add +1.3% | 368,628 | $52.0M |
| Glenmede Trust Co. NA | 0.24% | — | 353,595 | $49.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.1% | 337,788 | $47.7M |
| Royal Bank of Canada | 0.01% | Add +21.1% | 326,260 | $46.1M |
| Cerity Partners LLC | 0.06% | Reduce -2.1% | 275,933 | $39.0M |
| Beaumont Financial Advisors, LLC | 2.29% | Add +4.6% | 246,098 | $34.7M |
| Moneta Group Investment Advisors LLC | 0.24% | Reduce -0.1% | 227,365 | $32.1M |
| Jones Financial Companies LLLP | 0.02% | Add +6.0% | 216,586 | $30.6M |
| AlphaCore Capital LLC | 0.62% | Add +258421.0% | 196,476 | $27.7M |
| Captrust Financial Advisors | 0.05% | Add +2.3% | 192,600 | $27.2M |
| Mariner, LLC | 0.03% | Add +1.4% | 182,217 | $25.7M |
| Focus Partners Wealth | 0.03% | Add +11.2% | 177,485 | $25.1M |
| Heartwood Wealth Advisors LLC | 2.28% | Add +1.3% | 175,275 | $24.7M |
| Cetera Investment Advisers | 0.03% | Add +2.2% | 171,777 | $24.2M |
| Falcon Wealth Planning | 2.00% | Add +3.3% | 168,054 | $23.7M |
| Schneider Downs Wealth Management Advisors, LP | 2.54% | Add +1.2% | 159,516 | $22.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -5.3% | 158,606 | $22.4M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.2% | 157,685 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -48.0% | 147,312 | $20.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +4.5% | 138,390 | $19.5M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -5.2% | 133,577 | $18.9M |
| Arax Advisory Partners | 0.54% | New | 132,074 | $18.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -27.1% | 131,675 | $18.6M |
| Truist Financial Corp. | 0.02% | Add +0.5% | 131,308 | $18.5M |
| Stifel Financial Corp. | 0.02% | Reduce -0.4% | 130,570 | $18.4M |
| Sterling Financial Planning, Inc. | 5.48% | Add +3.8% | 128,848 | $18.2M |
| Pinnacle Financial Partners, Inc. | 0.13% | — | 126,165 | $17.8M |
| Corient Private Wealth LP | 0.02% | Add +153.4% | 123,867 | $17.5M |
| Probity Advisors, Inc. | 2.49% | Add +0.8% | 110,007 | $15.5M |
| Creative Planning | 0.01% | Add +0.4% | 102,836 | $14.5M |
| Cassaday & Co Wealth Management LLC | 0.30% | Reduce -1.4% | 101,577 | $14.3M |
| RTD Financial Advisors, Inc. | 1.72% | Reduce -3.4% | 99,847 | $14.1M |
| Palisades Hudson Asset Management, L.P. | 5.38% | Reduce -6.7% | 98,284 | $13.9M |
| Inspire Trust Co, N.A. | 2.27% | Add +15.3% | 98,000 | $13.8M |
| Oppenheimer Asset Management Inc. | 0.17% | Reduce -1.7% | 96,034 | $13.6M |
| Keybank National Association | 0.05% | Add +0.5% | 95,622 | $13.5M |
| Texas Yale Capital Corp. | 0.41% | No change | 95,246 | $13.4M |
| MAI Capital Management | 0.08% | Add +2.2% | 94,834 | $13.4M |
| Equitable Holdings, Inc. | 0.08% | Add +6.7% | 85,123 | $12.0M |
| One Capital Management, LLC | 0.36% | Reduce -12.7% | 84,228 | $11.9M |
| Regions Financial Corp. | 0.07% | Add +49.1% | 81,245 | $11.5M |
| Cresset Asset Management, LLC | 0.05% | Add +3.8% | 79,297 | $11.2M |
| TBH Global Asset Management, LLC | 1.87% | Add +2860.7% | 117,301 | $11.2M |
| Lido Advisors, LLC | 0.04% | Add +4.7% | 73,897 | $10.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 72,921 | $10.3M |
| MML Investors Services, LLC | 0.02% | Add +6.6% | 70,449 | $9.9M |
| Rodgers & Associates, LTD | 1.01% | Reduce -3.4% | 70,380 | $9.9M |
| Lake Street Private Wealth, LLC | 1.22% | Add +10.0% | 70,154 | $9.9M |
| US Bancorp \de | 0.01% | Reduce -2.0% | 69,169 | $9.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +7.6% | 68,872 | $9.7M |
| Capital Advisors, Ltd. LLC | 1.09% | Reduce -0.6% | 68,488 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.5% | 67,700 | $9.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.3% | 66,069 | $9.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.6% | 65,635 | $9.3M |
| Salomon & Ludwin, LLC | 0.81% | Reduce -2.0% | 63,522 | $9.2M |
| Future Fund LLC | 2.87% | No change | 64,211 | $9.1M |
| Pittenger & Anderson Inc. | 0.34% | No change | 63,450 | $9.0M |
| Deutsche Bank AG | 0.00% | No change | 62,510 | $8.8M |
| Financial Advisors Network, Inc. | 1.17% | Add +2.0% | 60,563 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.2% | 59,534 | $8.4M |
| Fifth Third Bancorp | 0.03% | Reduce -1.4% | 59,125 | $8.3M |
| Baird Financial Group, Inc. | 0.01% | Add +9.1% | 58,935 | $8.3M |
| Newton One Investments LLC | 2.35% | Reduce -2.1% | 56,548 | $8.0M |
| JFS Wealth Advisors, LLC | 0.45% | Add +0.1% | 56,153 | $7.9M |
| Lee Financial Co | 1.06% | New | 55,677 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.3% | 55,403 | $7.8M |
| Compound Planning, Inc. | 0.23% | Add +1.5% | 54,289 | $7.7M |
| Ifrah Financial Services, Inc. | 1.92% | Reduce -0.3% | 52,923 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Add +11.6% | 52,878 | $7.5M |
| BNP Paribas Financial Markets | 0.00% | Add +1.7% | 51,467 | $7.3M |
| Fortress Financial Group, LLC | 5.35% | Add +9.8% | 51,334 | $7.2M |
| PW Nova Financial Services LLC | 2.74% | — | 50,675 | $7.2M |
| Sigma Planning Corp | 0.20% | Add +3.0% | 49,040 | $7.1M |
| UMB Bank, n.a. | 0.09% | Reduce -4.0% | 49,238 | $7.0M |
| NBT Bank, N.A. | 0.43% | Add +3.2% | 3,565 | $6.6M |
| Clayton Financial Group LLC | 3.32% | Add +2.6% | 46,091 | $6.5M |
| Chicago Partners Investment Group LLC | 0.16% | Add +2.3% | 43,046 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -23.4% | 44,434 | $6.3M |
| Cottage Street Advisors LLC | 2.64% | Reduce -1.6% | 44,260 | $6.2M |
| SOA Wealth Advisors, LLC. | 1.02% | Reduce -5.3% | 43,897 | $6.2M |
| Level Four Advisory Services, LLC | 0.20% | No change | 42,522 | $6.0M |
| Bokf, NA | 0.09% | Reduce -5.9% | 41,195 | $5.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.24% | Reduce -5.7% | 41,089 | $5.8M |
| Azimuth Capital Investment Management LLC | 0.21% | Reduce -1.2% | 40,970 | $5.8M |
| Belpointe Asset Management LLC | 0.21% | Reduce -52.9% | 40,951 | $5.8M |
| Centerpoint Advisors, LLC | 1.77% | Reduce -1.1% | 40,748 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.6% | 38,120 | $5.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +18.4% | 39,123 | $5.5M |
| Mill Creek Capital Advisors, LLC | 0.11% | Add +0.0% | 38,747 | $5.5M |
| Sowell Financial Services LLC | 0.20% | Add +21.4% | 38,261 | $5.4M |
| Comerica Bank | 0.02% | Reduce -0.9% | 38,194 | $5.4M |
| Accretive Wealth Partners, LLC | 1.56% | Reduce -1.4% | 37,277 | $5.3M |
| Private Advisor Group, LLC | 0.02% | Add +0.6% | 36,851 | $5.2M |
| Asset Management Group, Inc. | 0.82% | Reduce -0.4% | 35,804 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +25.5% | 35,084 | $5.0M |
| Arkadios Wealth Advisors | 0.10% | Add +115.3% | 34,984 | $4.9M |
| Sunbelt Securities, Inc. | 0.33% | Reduce -2.0% | 34,871 | $4.9M |
| Dumont & Blake Investment Advisors LLC | 1.18% | Reduce -2.0% | 34,863 | $4.9M |
| Bank of Montreal | 0.00% | Add +0.7% | 34,550 | $4.9M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +9.2% | 34,176 | $4.8M |
| Cwm, LLC | 0.01% | Add +317.8% | 34,040 | $4.8M |
| First Citizens Financial Corp | 2.31% | Add +0.1% | 33,185 | $4.7M |
| Veratis Advisors, Inc. | 3.68% | — | 30,499 | $4.7M |
| Councilor Wealth, LLC | 2.16% | Reduce -7.5% | 32,428 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +415.1% | 32,370 | $4.6M |
| Wilmington Savings Fund Society, FSB | 0.10% | Reduce -4.3% | 31,037 | $4.4M |
| San Luis Wealth Advisors LLC | 0.73% | Add +5.2% | 30,813 | $4.3M |
| Guidance Point Advisors, LLC | 1.02% | Reduce -3.0% | 30,411 | $4.3M |
| Northern Trust Corp. | 0.00% | Reduce -45.6% | 29,980 | $4.2M |
| Neumann Capital Management, LLC | 1.22% | Add +2.2% | 29,960 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.0% | 29,657 | $4.2M |
| Independence Financial Advisors, LLC | 1.14% | Add +3.9% | 29,449 | $4.2M |
| Mma Asset Management LLC | 1.48% | Add +3.5% | 29,445 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Add +6.8% | 29,142 | $4.1M |
| LTG Capital LLC | 3.19% | Reduce -1.1% | 29,016 | $4.1M |
| Greenleaf Trust | 0.04% | Reduce -1.9% | 29,014 | $4.1M |
| Courier Capital LLC | 0.23% | Add +3.5% | 29,011 | $4.1M |
| Crestwood Advisors Group, LLC | 0.06% | Add +8.0% | 27,119 | $3.8M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.2% | 26,229 | $3.7M |
| Stone Wealth Partners | 3.28% | — | 26,093 | $3.7M |
| Park Avenue Securities LLC | 0.03% | Add +53.5% | 26,089 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -6.0% | 25,969 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Add +22.7% | 25,955 | $3.7M |
| Bfsg, LLC | 0.35% | Add +2.3% | 25,742 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +22.3% | 25,726 | $3.6M |
| 1834 Investment Advisors Co. | 0.45% | Reduce -5.3% | 25,271 | $3.6M |
| First Horizon Corp. | 0.16% | Reduce -0.1% | 25,000 | $3.5M |
| Tobias Financial Advisors, Inc. | 0.48% | Reduce -1.4% | 23,875 | $3.4M |
| Pacific Sun Financial Corp | 1.60% | Reduce -1.6% | 23,473 | $3.3M |
| HB Wealth Management, LLC | 0.02% | Add +33.5% | 23,439 | $3.3M |
| Ascension Capital Advisors, Inc. | 1.13% | New | 23,373 | $3.3M |
| M1 Capital Management LLC | 1.36% | Reduce -5.5% | 23,152 | $3.3M |
| Baring Financial LLC | 1.98% | Add +10.1% | 22,995 | $3.2M |
| BKM Wealth Management, LLC | 1.17% | Add +0.9% | 22,727 | $3.2M |
| &partners | 0.02% | Add +80.5% | 22,654 | $3.2M |
| Trail Ridge Investment Advisors, LLC | 1.30% | Add +2.7% | 21,423 | $3.0M |
| Victory Financial Group, LLC | 0.38% | Reduce -2.7% | 21,366 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 21,085 | $3.0M |
| Savant Capital, LLC | 0.02% | Reduce -5.7% | 21,029 | $3.0M |
| Blue Edge Capital, LLC | 0.39% | Reduce -7.8% | 20,758 | $2.9M |
| Greenup Street Wealth Management LLC | 0.42% | Add +16.2% | 20,677 | $2.9M |
| John A. Wolfe & Associates, Inc. | 1.58% | — | 20,665 | $2.9M |
| Novak & Powell Financial Services, Inc. | 1.48% | Add +83.6% | 22,015 | $2.8M |
| Quotient Wealth Partners, LLC | 0.08% | Reduce -9.2% | 20,029 | $2.8M |
| Stevens Capital Partners | 0.74% | Add +7.6% | 19,973 | $2.8M |
| Associated Banc-Corp | 0.07% | Reduce -1.8% | 19,852 | $2.8M |
| World Investment Advisors | 0.05% | Add +13.7% | 19,536 | $2.8M |
| Broadview Financial Management, LLC | 1.84% | Reduce -0.6% | 19,455 | $2.7M |
| Cypress Capital Management LLC (WY) | 2.64% | Reduce -0.1% | 19,333 | $2.7M |
| Droms Strauss Advisors Inc. /Mo/ | 0.70% | Reduce -2.2% | 18,958 | $2.7M |
| Asset Dedication, LLC | 0.17% | Add +5.7% | 18,391 | $2.6M |
| MSH Capital Advisors LLC | 0.55% | No change | 18,283 | $2.6M |
| NorthRock Partners, LLC | 0.04% | Reduce -2.2% | 18,179 | $2.6M |
| TD Private Client Wealth LLC | 0.05% | Reduce -4.5% | 17,786 | $2.5M |
| Taylor Financial Group, Inc. | 1.46% | Add +0.5% | 17,639 | $2.5M |
| Harbor Advisory Corp. | 0.74% | Reduce -33.2% | 17,217 | $2.4M |
| Soltis Investment Advisors LLC | 0.16% | Add +4.7% | 17,093 | $2.4M |
| Pathway Financial Advisors LLC | 0.30% | No change | 16,404 | $2.4M |
| Connecticut Wealth Management, LLC | 0.10% | No change | 16,916 | $2.4M |
| InvesTrust | 0.92% | Add +1.2% | 16,897 | $2.4M |
| Ullmann Wealth Partners Group, LLC | 0.25% | Reduce -1.1% | 16,881 | $2.4M |
| Lee, Kelleher & Klein Wealth Management | 1.39% | Add +1.0% | 16,502 | $2.3M |
| Serenity Investment Advisors | 1.36% | — | 15,886 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.1% | 16,080 | $2.3M |
| StoneX Group Inc. | 0.10% | Reduce -7.2% | 15,899 | $2.2M |
| MidFirst Bank | 0.18% | — | 15,713 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +2.3% | 16,291 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Reduce -1.9% | 15,529 | $2.2M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.41% | — | 15,098 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.83% | Add +5.2% | 15,051 | $2.1M |
| First Merchants Corp. | 0.08% | Reduce -4.3% | 14,741 | $2.1M |
| Dominguez Wealth Management Solutions, Inc. | 1.25% | Add +5.4% | 14,527 | $2.1M |
| Thomasville National Bank | 0.13% | Reduce -0.7% | 14,438 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +379.1% | 14,316 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +219.3% | 14,277 | $2.0M |
| Citigroup Inc. | 0.00% | Add +1.3% | 14,235 | $2.0M |
| Net Worth Advisory Group | 0.40% | Add +673.5% | 14,008 | $2.0M |
| American Financial & Tax Strategies Inc. | 0.98% | Reduce -12.5% | 13,896 | $2.0M |
| City Holding Co. | 0.24% | Add +1.8% | 13,894 | $2.0M |
| Capital Squared Financial LLC | 1.53% | Add +22.6% | 13,859 | $2.0M |
| Ballentine Partners, LLC | 0.03% | No change | 13,720 | $1.9M |
| Sonata Capital Group Inc. | 0.70% | Add +0.9% | 13,710 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.0% | 13,561 | $1.9M |
| White Lighthouse Investment Management Inc. | 0.25% | Reduce -0.1% | 12,820 | $1.8M |
| Becker Capital Management Inc. | 0.05% | No change | 12,801 | $1.8M |
| Ironwood Financial, llc | 0.31% | Reduce -5.7% | 12,184 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.8% | 12,706 | $1.8M |
| Pacific Financial Group Inc. | 0.99% | Reduce -4.3% | 12,634 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.3% | 12,528 | $1.8M |
| Columbia Bank | 0.47% | Add +3.7% | 12,037 | $1.7M |
| Vicus Capital | 0.13% | Reduce -33.0% | 12,002 | $1.7M |
| Oarsman Capital, Inc. | 0.22% | Reduce -5.5% | 11,945 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.72% | Add +0.1% | 11,824 | $1.7M |
| Regal Investment Advisors LLC | 0.10% | Add +0.9% | 11,741 | $1.7M |
| Sovereign Investment Advisors, LLC | 0.41% | Add +0.3% | 11,649 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.32% | Reduce -2.2% | 11,595 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +3.8% | 11,547 | $1.6M |
| PSI Advisors, LLC | 0.41% | Reduce -3.2% | 11,492 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.0% | 11,251 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -2.2% | 11,234 | $1.6M |
| Blair William & Co. | 0.00% | Add +6.8% | 11,182 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -49.0% | 11,169 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | — | 11,075 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Add +0.3% | 10,908 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 10,843 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | Add +11.5% | 10,727 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -0.4% | 10,720 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +40.1% | 10,666 | $1.5M |
| First Hawaiian Bank | 0.20% | Reduce -10.6% | 10,664 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -0.1% | 10,285 | $1.5M |
| LGL Partners, LLC | 0.64% | Add +0.3% | 10,576 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 9,994 | $1.5M |
| Crusonia Wealth Advisors LLC | 0.32% | — | 10,316 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Reduce -4.2% | 10,278 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 10,230 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | New | 10,184 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +21.0% | 10,139 | $1.4M |
| Beaumont Asset Management, L.L.C. | 0.70% | Reduce -2.9% | 9,973 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -3.5% | 9,855 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.6% | 9,767 | $1.4M |
| Keenan, LLC | 1.21% | — | 9,733 | $1.4M |
| Mather Group, Llc. | 0.01% | Add +6.0% | 9,564 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.3% | 9,453 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +7.2% | 9,450 | $1.3M |
| Parkside Financial Bank & Trust | 0.10% | Add +10.6% | 9,446 | $1.3M |
| Brookstone Capital Management | 0.01% | Reduce -2.2% | 8,967 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -3.4% | 8,955 | $1.3M |
| Willner & Heller, LLC | 0.91% | Reduce -0.5% | 8,954 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -3.7% | 8,719 | $1.2M |
| Ruggaard & Associates LLC | 0.48% | No change | 8,612 | $1.2M |
| Financial Alternatives, Inc | 0.69% | Add +1.7% | 8,407 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | Add +0.0% | 8,311 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.33% | Reduce -1.8% | 8,167 | $1.2M |
| Rosenblum Silverman Sutton S F Inc. | 0.27% | Reduce -0.6% | 8,127 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +28.9% | 8,067 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.8% | 7,927 | $1.1M |
| Commerce Bank | 0.01% | No change | 7,807 | $1.1M |
| Capital Square, LLC | 0.56% | Add +0.1% | 7,785 | $1.1M |
| Midwest Trust Co | 0.01% | Reduce -2.0% | 7,785 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.24% | Reduce -2.4% | 7,617 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +45.4% | 7,583 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.4% | 7,568 | $1.1M |
| Quadcap Wealth Management, LLC | 0.12% | Add +0.2% | 7,533 | $1.1M |
| Hutchinson Capital Management | 0.18% | No change | 7,465 | $1.1M |
| Fifth Third Securities, Inc. | 0.07% | Add +0.0% | 7,413 | $1.0M |
| JNBA Financial Advisors | 0.09% | Reduce -0.6% | 7,370 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.37% | Reduce -4.6% | 7,271 | $1.0M |
| VestGen Advisors, LLC | 0.04% | Reduce -0.6% | 7,270 | $1.0M |
| Acropolis Investment Management, LLC | 0.05% | Reduce -1.5% | 7,202 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.4% | 7,177 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +31.6% | 7,132 | $1.0M |
| Stephens Inc. | 0.01% | Add +3.1% | 7,066 | $997K |
| Paragon Private Wealth Management, LLC | 0.31% | Reduce -18.9% | 7,054 | $996K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.0% | 7,020 | $991K |
| Prospect Financial Services LLC | 0.57% | Reduce -2.0% | 7,004 | $989K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.9% | 6,994 | $987K |
| Hurley Capital, LLC | 0.55% | Reduce -0.3% | 6,943 | $980K |
| Key Financial Inc | 0.18% | Add +0.5% | 6,916 | $976K |
| Essex Financial Services, Inc. | 0.06% | Reduce -5.3% | 6,851 | $967K |
| Tritonpoint Wealth, LLC | 0.10% | Add +15.9% | 6,833 | $965K |
| EFG International AG | 0.02% | — | 6,792 | $959K |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.3% | 6,783 | $958K |
| Jane Street Group, LLC | 0.00% | Reduce -40.5% | 6,715 | $948K |
| Tannin Capital LLC | 0.84% | — | 6,667 | $941K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 6,581 | $929K |
| IFP Advisors, Inc | 0.02% | Reduce -27.6% | 6,580 | $929K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 6,558 | $926K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 6,546 | $924K |
| Harbor Investment Advisory, LLC | 0.07% | Add +445.1% | 6,497 | $917K |
| Financial Management Network Inc. | 0.14% | Add +0.0% | 6,325 | $902K |
| Christensen, King & Associates Investment Services, Inc. | 0.38% | Reduce -0.5% | 6,354 | $897K |
| Farmers & Merchants Investments Inc. | 0.02% | Reduce -1.7% | 6,350 | $896K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.4% | 6,339 | $895K |
| Roberts Financial Services LLC | 0.28% | Reduce -2.3% | 6,323 | $893K |
| Diversified Management Inc. | 0.20% | — | 6,172 | $871K |
| Richards, Merrill & Peterson, Inc. | 0.33% | Reduce -1.6% | 6,145 | $867K |
| Fortitude Family Office, LLC | 0.20% | Add +1.0% | 6,121 | $864K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,058 | $855K |
| Finley Financial, LLC | 0.39% | No change | 6,055 | $855K |
| Global Retirement Partners, LLC | 0.01% | Add +0.8% | 6,006 | $848K |
| Signature Equity Partners, LLC | 0.47% | — | 5,999 | $847K |
| Guerra Pan Advisors, LLC | 0.50% | Reduce -3.1% | 5,986 | $845K |
| MCF Advisors LLC | 0.05% | Add +0.0% | 5,966 | $842K |
| Hyundai Investments Co., Ltd. | 0.82% | New | 5,854 | $839K |
| Patten Group, Inc. | 0.15% | Add +37.2% | 5,922 | $836K |
| Transcendent Capital Group LLC | 0.37% | Add +18.0% | 5,859 | $827K |
| Strategic Family Wealth Counselors, L.L.C. | 0.18% | Reduce -0.1% | 5,504 | $819K |
| Legacy Trust | 0.15% | Reduce -0.1% | 5,800 | $819K |
| PKS Advisory Services, LLC | 0.19% | Reduce -1.8% | 5,754 | $812K |
| Principal Securities, Inc. | 0.01% | Reduce -4.8% | 5,730 | $809K |
| WealthShield Partners, LLC | 0.09% | Add +0.1% | 5,710 | $806K |
| Aspiriant, LLC | 0.02% | Add +15.3% | 5,653 | $798K |
| Private Advisory Group LLC | 0.06% | Reduce -1.3% | 5,653 | $798K |
| Royal Fund Management, LLC | 0.07% | Add +89.3% | 5,604 | $794K |
| FC Advisory LLC | 0.23% | Reduce -0.4% | 5,577 | $787K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -18.3% | 5,529 | $780K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 5,503 | $777K |
| Montecito Bank & Trust | 0.12% | Reduce -0.3% | 5,463 | $771K |
| Money Concepts Capital Corp. | 0.04% | Add +4.4% | 5,409 | $764K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.1% | 5,365 | $759K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.9% | 5,371 | $758K |
| Kendall Capital Management | 0.16% | No change | 5,352 | $755K |
| Simmons Bank | 0.05% | Add +16.0% | 5,318 | $751K |
| Choreo, LLC | 0.01% | Reduce -1.4% | 5,209 | $746K |
| TAGStone Capital, Inc. | 0.28% | Add +0.2% | 5,281 | $746K |
| Sequent Asset Management, LLC | 0.33% | Add +20.0% | 5,249 | $741K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 5,240 | $740K |
| Signature Wealth Management Partners, LLC | 0.37% | Reduce -5.1% | 5,232 | $739K |
| Destiny Capital Corp | 0.38% | New | 5,185 | $732K |
| NorthAvenue LLC | 0.60% | — | 5,129 | $724K |
| Pension & Wealth Management Advisors, Inc. | 0.21% | Reduce -37.2% | 5,110 | $721K |
| Rovin Capital /Ut/ | 0.19% | Reduce -88.2% | 5,023 | $709K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $706K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -0.1% | 4,983 | $703K |
| VAUGHAN & Co SECURITIES, INC. | 0.36% | Reduce -1.9% | 4,940 | $697K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +70.5% | 4,930 | $696K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 4,913 | $694K |
| Allstreet Capital Advisors LLC | 0.50% | — | 4,897 | $691K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.0% | 4,888 | $690K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +4.5% | 4,846 | $684K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.8% | 4,809 | $679K |
| Front Row Advisors LLC | 0.23% | No change | 4,798 | $677K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 4,796 | $677K |
| Principle Wealth Partners LLC | 0.04% | Reduce -0.0% | 4,789 | $676K |
| Park Place Capital Corp | 0.14% | Reduce -20.2% | 4,775 | $674K |
| Operose Advisors LLC | 0.16% | No change | 4,770 | $673K |
| Nwam LLC | 0.04% | Reduce -0.2% | 4,505 | $673K |
| Awm Capital, LLC | 0.06% | No change | 4,718 | $666K |
| Meramec Financial Planners, LLC | 0.26% | — | 4,336 | $663K |
| Z3 Capital Partners, LLC | 0.16% | — | 4,665 | $659K |
| Saxon Interests, Inc. | 0.23% | Add +22.0% | 4,645 | $656K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $652K |
| First Trust Advisors LP | 0.00% | Add +0.5% | 4,564 | $644K |
| Axis Wealth Partners, LLC | 0.35% | Add +28.6% | 4,487 | $633K |
| Hickory Point Bank & Trust | 0.46% | No change | 4,464 | $630K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -2.0% | 4,463 | $630K |
| Shoker Investment Counsel, Inc. | 0.18% | No change | 4,415 | $623K |
| Callan Family Office, LLC | 0.01% | Add +12.2% | 4,414 | $623K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.2% | 4,363 | $616K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -9.5% | 4,360 | $616K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.2% | 4,347 | $614K |
| Renasant Bank | 0.42% | Reduce -21.1% | 4,345 | $613K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 4,339 | $612K |
| Krilogy Financial LLC | 0.02% | Reduce -6.3% | 4,076 | $612K |
| Calton & Associates, Inc. | 0.09% | Add +0.1% | 4,278 | $604K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.4% | 4,206 | $594K |
| D.A. Davidson & Co. | 0.00% | Add +71.1% | 4,133 | $583K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.2% | 4,134 | $583K |
| Carl P. Sherr & Co., LLC | 0.26% | Reduce -2.6% | 3,929 | $581K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.2% | 4,094 | $578K |
| Forbes Financial Planning, Inc. | 0.34% | Reduce -8.0% | 4,080 | $576K |
| Capital Analysts, LLC | 0.02% | Reduce -10.7% | 4,074 | $575K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -36.0% | 4,071 | $575K |
| Vickerman Investment Advisors, Inc. | 0.11% | Reduce -0.3% | 4,048 | $571K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.3% | 4,026 | $568K |
| Ieq Capital, LLC | 0.00% | No change | 4,025 | $568K |
| Hancock Whitney Corp. | 0.01% | Add +3.7% | 3,996 | $564K |
| IFG Advisory, LLC | 0.02% | Add +0.9% | 3,974 | $561K |
| Fulton Bank, N.A. | 0.02% | Add +3.1% | 3,952 | $558K |
| Godfrey Financial Associates, Inc. | 0.48% | — | 3,951 | $558K |
| Evoke Wealth, LLC | 0.01% | Add +0.7% | 3,927 | $554K |
| Traynor Capital Management, Inc. | 0.03% | No change | 3,903 | $551K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1290.3% | 3,879 | $548K |
| Sprinkle Financial Consultants LLC | 0.28% | Add +0.3% | 3,880 | $548K |
| Meridian Financial Advisors, LLC | 0.30% | Reduce -6.1% | 3,877 | $547K |
| Cadence Bank | 0.03% | No change | 3,811 | $538K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.6% | 3,726 | $526K |
| Everstar Asset Management, LLC | 0.28% | No change | 3,675 | $519K |
| One Day In July LLC | 0.04% | No change | 3,643 | $514K |
| Summit Financial, LLC | 0.01% | Reduce -8.5% | 3,626 | $512K |
| Bangor Savings Bank | 0.04% | No change | 3,613 | $510K |
| Roble, Belko & Company, Inc | 0.07% | No change | 3,530 | $498K |
| Pitcairn Wealth Advisors LLC | 0.04% | — | 3,500 | $494K |
| TCTC Holdings, LLC | 0.01% | No change | 3,500 | $494K |
| XTX Topco Ltd | 0.01% | Reduce -0.2% | 3,498 | $494K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 3,492 | $493K |
| Congress Asset Management Co. | 0.00% | New | 3,481 | $491K |
| Wiregrass Investment Management LLC | 0.41% | — | 3,464 | $489K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -21.3% | 3,449 | $487K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,446 | $486K |
| Glen Eagle Advisors, LLC | 0.07% | Add +14.1% | 3,439 | $485K |
| Blackston Financial Advisory Group, LLC | 0.29% | Reduce -16.5% | 3,419 | $483K |
| Betterment LLC | 0.00% | Add +8.8% | 3,393 | $479K |
| Bridges Investment Management Inc. | 0.01% | Reduce -27.5% | 3,380 | $477K |
| Flow Traders U.S. LLC | 0.02% | Add +53.8% | 3,343 | $472K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 3,314 | $468K |
| Trueblood Wealth Management, LLC | 0.18% | Add +0.2% | 3,307 | $467K |
| Wedmont Private Capital | 0.02% | Reduce -9.3% | 3,190 | $463K |
| Investmark Advisory Group LLC | 0.20% | Reduce -0.3% | 3,272 | $462K |
| jvl associates llc | 0.15% | New | 3,260 | $460K |
| Decker Wealth Management LLC | 0.10% | — | 3,221 | $455K |
| Allium Financial Advisors, LLC | 0.36% | No change | 3,189 | $450K |
| Clark Asset Management, LLC | 0.05% | New | 3,173 | $448K |
| First Western Trust Bank | 0.02% | No change | 3,158 | $446K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -90.3% | 3,118 | $440K |
| Neuberger Berman Group LLC | 0.00% | New | 3,117 | $440K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.0% | 3,108 | $439K |
| Strategic Blueprint, LLC | 0.03% | Add +0.2% | 3,100 | $438K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 3,077 | $434K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 2,926 | $434K |
| Connable Office Inc. | 0.04% | New | 3,066 | $433K |
| Inspirion Wealth Advisors, LLC | 0.05% | Reduce -26.4% | 3,058 | $432K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.4% | 3,052 | $431K |
| Private Wealth Asset Management, LLC | 0.05% | No change | 3,050 | $431K |
| Bison Wealth, LLC | 0.05% | Reduce -2.1% | 3,016 | $424K |
| Atria Investments, Inc | 0.00% | Reduce -2.6% | 3,003 | $424K |
| Private Trust Co. NA | 0.04% | Reduce -14.9% | 2,989 | $422K |
| Great Lakes Advisors, LLC | 0.00% | No change | 2,971 | $419K |
| Thryve Wealth Management LLC | 0.21% | — | 2,951 | $417K |
| Nixon Peabody Trust Co. | 0.03% | Add +3.8% | 2,928 | $413K |
| Breakwater Capital Group | 0.06% | Reduce -0.1% | 2,920 | $412K |
| Conning Inc. | 0.01% | No change | 2,882 | $407K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +48.9% | 2,879 | $406K |
| Jacobs Equity LLC | 0.39% | — | 2,839 | $401K |
| Liberty Capital Management, Inc. | 0.07% | Add +0.0% | 2,835 | $400K |
| Bestgate Wealth Advisors, LLC | 0.70% | Reduce -19.4% | 2,835 | $400K |
| Insigneo Advisory Services, LLC | 0.03% | New | 2,810 | $397K |
| Dearborn Partners LLC | 0.02% | Add +3.1% | 3,296 | $396K |
| Inlight Wealth Management, LLC | 0.14% | No change | 2,804 | $396K |
| KPP Advisory Services LLC | 0.06% | Reduce -0.5% | 2,787 | $393K |
| All Terrain Financial Advisors, LLC | 0.12% | Reduce -0.3% | 2,755 | $389K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.1% | 2,706 | $382K |
| Stonebridge Financial Group, LLC / MO | 0.33% | — | 2,682 | $379K |
| National Bank of Canada | 0.00% | Reduce -7.1% | 2,677 | $378K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,669 | $377K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.1% | 2,661 | $376K |
| Argent Trust Co | 0.01% | Add +6.6% | 2,657 | $375K |
| Grove Bank & Trust | 0.04% | No change | 2,652 | $374K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,432 | $372K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +3.5% | 2,633 | $372K |
| Park Edge Advisors, LLC | 0.08% | No change | 2,600 | $367K |
| Atlas Brown,Inc. | 0.11% | Add +0.1% | 2,588 | $365K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,584 | $365K |
| Sensible Money, LLC | 0.11% | Add +0.9% | 2,517 | $355K |
| Vanguard Group Inc. | 0.00% | Add +4.7% | 2,512 | $355K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +3.3% | 2,482 | $352K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.6% | 2,483 | $351K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.2% | 2,476 | $350K |
| Rothschild Investment LLC | 0.02% | No change | 2,471 | $349K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Add +31.8% | 2,465 | $348K |
| NTV Asset Management LLC | 0.04% | No change | 2,456 | $347K |
| 21 West Wealth Management LLC | 0.31% | No change | 2,432 | $343K |
| Essential Planning, LLC. | 0.11% | Reduce -11.3% | 2,429 | $343K |
| Central Bank & Trust Co. | 0.05% | No change | 2,382 | $336K |
| Cedarwood Wealth LLC | 0.37% | — | 2,220 | $334K |
| Chokshi & Queen Wealth Advisors, Inc | 0.17% | Reduce -17.5% | 2,355 | $332K |
| Trust Co. of Vermont | 0.01% | No change | 2,355 | $332K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,346 | $331K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,336 | $330K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 2,332 | $329K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 2,330 | $329K |
| Prosperity Planning, Inc. | 0.12% | Add +0.9% | 2,319 | $327K |
| Ackerman Capital Advisors, LLC | 0.07% | No change | 2,300 | $325K |
| LaFleur & Godfrey LLC | 0.04% | No change | 2,300 | $325K |
| Procyon Advisors, LLC | 0.02% | No change | 2,288 | $323K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $323K |
| WealthTrust Axiom LLC | 0.08% | Reduce -1.5% | 2,285 | $323K |
| Old National Bancorp | 0.01% | No change | 2,267 | $320K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | No change | 2,265 | $320K |
| Compton Wealth Advisory Group, LLC | 0.07% | No change | 2,255 | $318K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 2,245 | $317K |
| Clarity Asset Management, Inc. | 0.17% | Add +0.3% | 2,241 | $316K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,224 | $314K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 2,222 | $314K |
| Sterling Investment Counsel, LLC | 0.09% | Add +1.4% | 2,211 | $312K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.7% | 2,208 | $312K |
| Cambridge Financial Group, LLC | 0.11% | Reduce -4.9% | 2,273 | $311K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,200 | $311K |
| Goodwin Investment Advisory | 0.34% | No change | 2,189 | $309K |
| Essex LLC | 0.05% | No change | 2,180 | $308K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,155 | $304K |
| Evergreen Private Wealth LLC | 0.12% | Add +6.4% | 2,154 | $304K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,150 | $303K |
| Sigma Investment Counselors Inc. | 0.02% | Add +0.1% | 2,137 | $302K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -10.3% | 2,107 | $297K |
| ShoreHaven Wealth Partners, LLC | 0.11% | Reduce -6.9% | 2,103 | $297K |
| CRA Financial Services, LLC | 0.04% | No change | 2,100 | $296K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -48.8% | 2,097 | $296K |
| Northern Lights Advisors, Inc. | 0.20% | — | 2,059 | $291K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 2,056 | $290K |
| Steinberganna Wealth Management | 0.14% | Add +0.3% | 2,054 | $290K |
| Advisory Alpha, LLC | 0.01% | No change | 2,047 | $289K |
| Equity Wealth Partners, LLC | 0.19% | No change | 2,030 | $287K |
| GWN Securities Inc. | 0.06% | Add +9.7% | 2,022 | $285K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,009 | $284K |
| Apollon Financial, LLC | 0.04% | Add +0.3% | 2,007 | $283K |
| Manchester Capital Management LLC | 0.04% | No change | 2,000 | $282K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 1,996 | $282K |
| Coldstream Capital Management Inc. | 0.00% | No change | 1,992 | $281K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 1,949 | $275K |
| Fortis Capital Management LLC | 0.04% | New | 1,939 | $274K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 1,927 | $272K |
| Tred Avon Family Wealth, LLC | 0.09% | New | 1,925 | $272K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,911 | $270K |
| Paragon Capital Management Ltd | 0.05% | Reduce -2.6% | 1,907 | $269K |
| WealthPlan Investment Management, LLC | 0.02% | No change | 1,894 | $267K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -3.3% | 1,893 | $267K |
| Vise Technologies, Inc. | 0.01% | New | 1,888 | $266K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -7.1% | 1,868 | $264K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $263K |
| Gen-Wealth Partners Inc | 0.08% | No change | 1,859 | $262K |
| Bensler, LLC | 0.03% | Reduce -7.2% | 1,852 | $261K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $260K |
| Optimist Retirement Group LLC | 0.12% | Add +0.3% | 1,843 | $260K |
| Security National Bank of So Dak | 0.13% | No change | 1,838 | $259K |
| Vawter Financial, Ltd. | 0.11% | No change | 1,823 | $257K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,823 | $257K |
| Sage Financial Management Group, Inc. | 0.08% | No change | 1,813 | $256K |
| Perigon Wealth Management, LLC | 0.00% | Add +16.5% | 1,802 | $254K |
| Matauro, LLC | 0.04% | Reduce -67.0% | 1,797 | $254K |
| Intrua Financial, LLC | 0.03% | Reduce -5.3% | 1,787 | $252K |
| Richmond Investment Services, LLC | 0.04% | Add +0.1% | 1,783 | $252K |
| Earned Wealth Advisors, LLC | 0.02% | New | 1,783 | $252K |
| Valley National Advisers Inc. | 0.03% | New | 1,780 | $251K |
| Motco | 0.02% | No change | 1,774 | $250K |
| PFG Private Wealth Management, LLC | 0.11% | New | 1,766 | $249K |
| Oak Wealth Advisors LLC | 0.14% | No change | 1,750 | $247K |
| Alteri Wealth LLC | 0.08% | New | 1,750 | $247K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 1,748 | $247K |
| Focused Alpha, LLC | 0.07% | — | 1,747 | $247K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -4.8% | 1,728 | $244K |
| Eagle Strategies LLC | 0.03% | Reduce -25.6% | 1,690 | $239K |
| Independent Advisor Alliance | 0.01% | No change | 1,666 | $235K |
| Chemung Canal Trust Co. | 0.05% | No change | 1,664 | $235K |
| Twelve Points Wealth Management LLC | 0.05% | No change | 1,589 | $234K |
| Balboa Wealth Partners | 0.04% | No change | 1,659 | $234K |
| Bar Harbor Wealth Management | 0.01% | Reduce -0.8% | 1,653 | $233K |
| GAMCO Investors | 0.00% | No change | 1,650 | $233K |
| Beaton Management Co. Inc. | 0.10% | No change | 1,640 | $232K |
| Burling Wealth Partners, LLC | 0.04% | No change | 1,636 | $231K |
| Gallacher Capital Management LLC | 0.09% | No change | 1,633 | $231K |
| Mgo One Seven LLC | 0.00% | Reduce -21.9% | 1,620 | $229K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $226K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,600 | $226K |
| BBR Partners, LLC | 0.01% | No change | 1,600 | $226K |
| Composition Wealth, LLC | 0.00% | Reduce -1.0% | 1,595 | $225K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.3% | 1,579 | $223K |
| Blue Trust, Inc. | 0.00% | Add +163.0% | 1,578 | $223K |
| Synergy Asset Management, LLC | 0.02% | Reduce -66.7% | 1,571 | $222K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 1,569 | $221K |
| Total Clarity Wealth Management, Inc. | 0.05% | Add +0.1% | 1,564 | $221K |
| Curi Capital, LLC | 0.00% | No change | 1,561 | $220K |
| Astra Wealth Partners LLC | 0.13% | New | 1,540 | $217K |
| Hoxton Planning & Management, LLC | 0.06% | Reduce -0.8% | 1,529 | $216K |
| Decision Investments, Inc. | 0.24% | — | 1,526 | $215K |
| Valmark Advisers, Inc. | 0.00% | Add +1.1% | 1,518 | $214K |
| Flagstar Securities, Inc. | 0.07% | New | 1,510 | $213K |
| IFG Advisors, LLC | 0.04% | Add +0.1% | 1,507 | $213K |
| Tranquility Partners, LLC | 0.08% | No change | 1,506 | $213K |
| Armstrong, Fleming & Moore, Inc | 0.10% | No change | 1,505 | $212K |
| New Insight Wealth Advisors | 0.08% | New | 1,503 | $212K |
| Financial Life Planners | 0.15% | Add +0.2% | 1,490 | $210K |
| Cordatus Wealth Management LLC | 0.05% | No change | 1,486 | $210K |
| SB Capital Management Inc | 0.08% | — | 1,481 | $209K |
| Garde Capital, Inc. | 0.01% | Reduce -1.5% | 1,477 | $208K |
| White Knight Strategic Wealth Advisors, LLC | 0.15% | No change | 1,474 | $208K |
| NewEdge Wealth, LLC | 0.00% | New | 1,472 | $208K |
| Cooper/Haims Advisors, LLC | 0.09% | No change | 1,472 | $208K |
| Ironwood Investment Counsel, LLC | 0.03% | No change | 1,469 | $207K |
| Objective Capital Management, LLC | 0.21% | No change | 1,459 | $206K |
| Ascent Group, LLC | 0.01% | No change | 1,457 | $206K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -13.9% | 1,455 | $205K |
| Breachway Investments LLC | 0.22% | — | 1,455 | $205K |
| MidAtlantic Capital Management, Inc. | 0.13% | No change | 1,455 | $205K |
| Corundum Group, Inc. | 0.07% | Reduce -44.2% | 1,450 | $205K |
| SouthState Bank Corp | 0.01% | No change | 1,449 | $205K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 1,446 | $204K |
| Compass Financial Group, Inc. (Ohio) | 0.15% | — | 1,444 | $204K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,442 | $204K |
| Security Financial Services, INC. | 0.03% | No change | 1,440 | $203K |
| AE Wealth Management LLC | 0.00% | Reduce -4.5% | 1,439 | $203K |
| Noble Family Wealth, LLC | 0.04% | No change | 1,432 | $202K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +0.1% | 1,428 | $202K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,340 | $200K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,411 | $199K |
| Eagle Bay Advisors LLC | 0.14% | Reduce -22.9% | 1,380 | $195K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,370 | $193K |
| Kentucky Trust Co | 0.10% | Reduce -1.8% | 1,350 | $191K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,252 | $177K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 1,241 | $175K |
| Eastern Bank | 0.00% | Reduce -5.6% | 1,229 | $173K |
| Larson Financial Group LLC | 0.01% | Reduce -2.5% | 1,221 | $172K |
| Piedmont Capital Management, LLC | 0.11% | — | 1,217 | $172K |
| Financial Freedom, LLC | 0.08% | Add +0.3% | 1,186 | $167K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,185 | $167K |
| Matrix Private Capital Group LLC | 0.08% | No change | 1,174 | $166K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.6% | 1,174 | $166K |
| Alerus Financial NA | 0.01% | No change | 1,140 | $161K |
| Orion Capital Management LLC | 0.05% | No change | 1,137 | $160K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.3% | 1,136 | $160K |
| HM Payson & Co. | 0.00% | Add +1.8% | 1,121 | $158K |
| Windsor Advisory Group, LLC | 0.14% | No change | 1,104 | $156K |
| SageView Advisory Group, LLC | 0.01% | New | 1,085 | $153K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.2% | 1,079 | $152K |
| Financial Consulate, Inc. | 0.02% | No change | 1,073 | $151K |
| United Community Bank | 0.06% | No change | 1,047 | $148K |
| CENTRAL TRUST Co | 0.00% | Add +2.1% | 1,008 | $142K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,008 | $142K |
| Duncker Streett & Co. Inc. | 0.03% | Reduce -7.0% | 1,007 | $142K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $141K |
| Tidemark, LLC | 0.04% | Reduce -1.8% | 977 | $138K |
| Security National Bank | 0.02% | Reduce -57.9% | 954 | $135K |
| MV Capital Management, Inc. | 0.01% | Reduce -7.1% | 928 | $131K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.6% | 920 | $130K |
| Mechanics Financial Corp | 0.05% | No change | 916 | $129K |
| Evermay Wealth Management LLC | 0.01% | No change | 913 | $129K |
| one8zero8, LLC | 0.03% | No change | 829 | $117K |
| Chilton Capital Management LLC | 0.00% | Reduce -21.2% | 800 | $113K |
| GAMMA Investing LLC | 0.01% | Add +4036.8% | 786 | $111K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 762 | $108K |
| IFC & Insurance Marketing, Inc. | 0.11% | — | 752 | $106K |
| Insight Inv LLC | 0.06% | Reduce -5.3% | 722 | $102K |
| Phillips Financial Management, LLC | 0.01% | No change | 661 | $93K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $93K |
| Sunrise Financial Services, LLC | 0.07% | — | 634 | $89K |
| Princeton Global Asset Management LLC | 0.01% | Add +26.0% | 610 | $86K |
| First Financial Corp. | 0.03% | No change | 600 | $85K |
| Financial Perspectives, Inc | 0.02% | Add +0.2% | 597 | $84K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 588 | $83K |
| Topsail Wealth Management, LLC | 0.01% | No change | 576 | $81K |
| Basepoint Wealth LLC | 0.05% | New | 574 | $81K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 570 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +616.7% | 559 | $79K |
| First United Bank & Trust | 0.02% | No change | 550 | $78K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $77K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $76K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -4.1% | 536 | $76K |
| Monetary Solutions, Ltd | 0.07% | — | 526 | $74K |
| Country Trust Bank | 0.00% | No change | 524 | $74K |
| Peachtree Investment Partners, LLC | 0.02% | Add +0.4% | 521 | $73K |
| Longview Financial Advisors LLC | 0.04% | No change | 500 | $71K |
| Centennial Bank | 0.03% | No change | 500 | $71K |
| Hilltop National Bank | 0.02% | No change | 500 | $71K |
| Ancora Advisors LLC | 0.00% | No change | 492 | $69K |
| Concord Wealth Partners | 0.01% | No change | 474 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 471 | $66K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $66K |
| Bullock Wealth Management Group | 0.03% | — | 470 | $66K |
| International Assets Investment Management, LLC | 0.00% | New | 470 | $66K |
| Ameriflex Group, Inc. | 0.03% | New | 450 | $64K |
| Colonial Trust Advisors | 0.00% | No change | 443 | $63K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.1% | 441 | $62K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 438 | $62K |
| Smithfield Trust Co | 0.00% | Add +5.5% | 424 | $60K |
| Assetmark, Inc. | 0.00% | Reduce -53.1% | 419 | $59K |
| BankPlus Trust Department | 0.02% | No change | 411 | $58K |
| Powell Investment Advisors, LLC | 0.02% | No change | 400 | $56K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $56K |
| Montag A & Associates Inc. | 0.00% | New | 400 | $56K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $56K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.3% | 380 | $54K |
| Three Bearings Fiduciary Advisors, Inc. | 0.05% | — | 360 | $53K |
| Creative Capital Management Investments LLC | 0.02% | No change | 377 | $53K |
| Oakworth Capital, Inc. | 0.00% | No change | 358 | $51K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -16.9% | 353 | $50K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 349 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 340 | $48K |
| GGM Financial LLC | 0.02% | Add +0.3% | 313 | $44K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $44K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -24.3% | 309 | $44K |
| Trust Co. of Toledo NA | 0.00% | No change | 308 | $43K |
| Founders Financial Alliance, LLC | 0.01% | Add +3.4% | 304 | $43K |
| Spire Wealth Management | 0.00% | Reduce -29.3% | 300 | $42K |
| Hantz Financial Services, Inc. | 0.00% | No change | 299 | $42K |
| Walsh & Associates, LLC | 0.04% | — | 295 | $42K |
| Motiv8 Investments LLC | 0.02% | New | 288 | $41K |
| Biltmore Family Office, LLC | 0.01% | New | 284 | $40K |
| Independence Bank of Kentucky | 0.00% | No change | 280 | $40K |
| Horizons Wealth Management | 0.03% | No change | 270 | $38K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 263 | $37K |
| North Star Investment Management Corp. | 0.00% | Add +102.4% | 257 | $36K |
| Smartleaf Asset Management LLC | 0.00% | New | 251 | $36K |
| Caldwell Trust Co | 0.00% | No change | 253 | $36K |
| Legacy Bridge, LLC | 0.01% | No change | 236 | $33K |
| Palouse Capital Management, Inc. | 0.02% | No change | 232 | $33K |
| CX Institutional | 0.00% | Add +0.5% | 224 | $32K |
| Richardson Financial Services Inc. | 0.01% | No change | 224 | $32K |
| Sound Income Strategies, LLC | 0.00% | Add +285.2% | 208 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 220 | $31K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.5% | 220 | $31K |
| Red Reef Advisors LLC | 0.03% | — | 211 | $30K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -71.9% | 210 | $30K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -92.9% | 204 | $29K |
| Tucker Asset Management LLC | 0.01% | Reduce -1.9% | 203 | $29K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $29K |
| Angeles Wealth Management, LLC | 0.00% | No change | 200 | $28K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $28K |
| Bank of New Hampshire | 0.01% | No change | 196 | $28K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 194 | $27K |
| Signature Resources Capital Management, LLC | 0.01% | Add +18800.0% | 189 | $27K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -0.6% | 182 | $26K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 180 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 178 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 177 | $25K |
| Wolff Wiese Magana LLC | 0.01% | No change | 174 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 169 | $24K |
| CNB Bank | 0.01% | No change | 164 | $23K |
| Albion Financial Group | 0.00% | Add +0.6% | 163 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 162 | $23K |
| Community Bank, N.A. | 0.00% | No change | 160 | $23K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.7% | 152 | $21K |
| True Wealth Design, LLC | 0.01% | Reduce -12.3% | 142 | $20K |
| American Wealth Advisors, LLC | 0.02% | No change | 133 | $19K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 130 | $18K |
| Planning Project LLC | 0.00% | — | 125 | $18K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 113 | $16K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $16K |
| Avalon Trust Co | 0.00% | No change | 108 | $15K |
| EPG Wealth Management LLC | 0.00% | No change | 108 | $15K |
| Hughes Financial Services, LLC | 0.00% | No change | 105 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 104 | $15K |
| Team Financial Group, LLC | 0.01% | No change | 104 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 101 | $14K |
| Sankala Group LLC | 0.01% | — | 93 | $14K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 100 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +47.0% | 97 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $14K |
| Imprint Wealth LLC | 0.06% | No change | 95 | $13K |
| Kilter Group LLC | 0.01% | No change | 88 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 88 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 88 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $12K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -25.0% | 75 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 70 | $10K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $10K |
| Navalign, LLC | 0.00% | New | 64 | $9K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 62 | $9K |
| United Financial Planning Group LLC | 0.00% | No change | 52 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 52 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 48 | $7K |
| West Paces Advisors Inc. | 0.00% | No change | 45 | $6K |
| Optima Capital LLC | 0.00% | New | 40 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $5K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 35 | $5K |
| Addison Advisors LLC | 0.00% | No change | 35 | $5K |
| Abound Wealth Management | 0.00% | Reduce -37.0% | 34 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +83.3% | 33 | $5K |
| Strive Financial Group ,LLC | 0.00% | — | 31 | $4K |
| Archer Investment Corp | 0.00% | Reduce -38.8% | 30 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 25 | $4K |
| Elyxium Wealth, LLC | 0.00% | New | 26 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 25 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 25 | $4K |
| Estate Planners Group, LLC | 0.00% | — | 22 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -70.4% | 21 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 19 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 18 | $3K |
| Van Den Berg Management I, Inc. | 0.00% | New | 17 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $1K |
| Colonial Trust Co / SC | 0.00% | Reduce -10.0% | 9 | $1K |
| SHP Wealth Management | 0.00% | — | 8 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $565 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $565 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $423 |
| Qube Research & Technologies Ltd | 0.00% | No change | 1 | $141 |
"% of holder's portfolio" is IJT's weight in each manager's 13F, not the share of iShares S&P Small-Cap 600 GR the manager owns.