iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q1 2026 (March 31)763holders −9
44new positions
48sold out
2famous investors
$144.89avg. 13F price*
At the end of Q1 2026, 763 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, down 9 from Q4 2025. 44 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($461.7M), Bank of America Corp. ($296.1M) and FMR LLC ($271.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $16.9M |
| Exits | 48 | $27.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,726,913 shares bought and 861,296 shares sold, net +865,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| Morgan Stanley | 0.03% | Add +3.0% | 3,190,418 | $461.7M |
| Bank of America Corp. | 0.02% | Add +1.0% | 2,046,459 | $296.1M |
| FMR LLC | 0.01% | Add +10.5% | 1,878,122 | $271.8M |
| UBS Group AG | 0.03% | Add +3.0% | 1,084,248 | $156.9M |
| Brown Advisory Inc. | 0.25% | Add +25.0% | 1,045,467 | $151.3M |
| Wells Fargo & Company | 0.03% | Reduce -4.6% | 1,034,483 | $149.7M |
| LPL Financial LLC | 0.04% | Add +7.8% | 1,031,245 | $149.2M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.7% | 880,071 | $127.4M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.9% | 867,154 | $125.5M |
| Raymond James Financial Inc. | 0.02% | Add +14.1% | 536,550 | $77.6M |
| M&T Bank Corp | 0.24% | Reduce -3.6% | 516,834 | $74.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +2.8% | 482,180 | $69.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 420,756 | $58.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.7% | 365,965 | $53.0M |
| Glenmede Trust Co. NA | 0.25% | Reduce -1.9% | 346,762 | $50.2M |
| Royal Bank of Canada | 0.01% | Add +4.0% | 339,450 | $49.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.3% | 326,778 | $47.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +97.3% | 290,632 | $42.1M |
| Cerity Partners LLC | 0.06% | Reduce -0.8% | 273,823 | $39.6M |
| Truist Financial Corp. | 0.05% | Add +99.3% | 261,738 | $37.9M |
| Osaic Holdings, Inc. | 0.05% | Add +58.5% | 251,455 | $36.4M |
| Beaumont Financial Advisors, LLC | 2.48% | Add +1.2% | 249,133 | $36.1M |
| Jones Financial Companies LLLP | 0.02% | Add +17.0% | 253,384 | $35.8M |
| Moneta Group Investment Advisors LLC | 0.25% | Add +2.3% | 232,555 | $33.7M |
| Captrust Financial Advisors | 0.05% | Add +8.6% | 209,117 | $30.3M |
| Cetera Investment Advisers | 0.03% | Add +18.2% | 203,028 | $29.4M |
| Heartwood Wealth Advisors LLC | 2.40% | Add +8.4% | 190,029 | $27.5M |
| AlphaCore Capital LLC | 0.65% | Reduce -3.9% | 188,822 | $27.3M |
| Mariner, LLC | 0.03% | Reduce -0.6% | 181,213 | $26.2M |
| Falcon Wealth Planning | 1.76% | Add +6.2% | 178,532 | $25.8M |
| Focus Partners Wealth | 0.03% | Reduce -0.7% | 176,285 | $25.5M |
| Schneider Downs Wealth Management Advisors, LP | 2.62% | Add +2.8% | 164,021 | $23.7M |
| GHP Investment Advisors, Inc. | 0.94% | Reduce -0.0% | 157,632 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +5.7% | 146,265 | $21.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.1% | 134,479 | $19.5M |
| Sterling Financial Planning, Inc. | 5.57% | Add +0.8% | 129,856 | $18.8M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -3.4% | 129,080 | $18.7M |
| Pinnacle Financial Partners, Inc. | 0.14% | Add +0.5% | 126,832 | $18.4M |
| Stifel Financial Corp. | 0.02% | Reduce -3.2% | 126,336 | $18.3M |
| Oppenheimer Asset Management Inc. | 0.21% | Add +31.2% | 125,997 | $18.2M |
| Corient Private Wealth LP | 0.03% | Reduce -0.5% | 123,263 | $17.8M |
| Arax Advisory Partners | 0.49% | Reduce -8.3% | 121,045 | $17.5M |
| Creative Planning | 0.01% | Add +8.9% | 111,989 | $16.2M |
| Probity Advisors, Inc. | 2.56% | Add +1.7% | 111,864 | $16.2M |
| Cassaday & Co Wealth Management LLC | 0.32% | Add +0.6% | 102,203 | $14.8M |
| Inspire Trust Co, N.A. | 2.28% | Add +4.1% | 102,000 | $14.8M |
| Palisades Hudson Asset Management, L.P. | 5.59% | Add +0.8% | 99,030 | $14.3M |
| MAI Capital Management | 0.08% | Add +1.9% | 96,649 | $14.0M |
| RTD Financial Advisors, Inc. | 1.69% | Reduce -4.9% | 94,923 | $13.7M |
| Texas Yale Capital Corp. | 0.39% | Reduce -0.6% | 94,721 | $13.7M |
| Keybank National Association | 0.05% | Reduce -1.4% | 94,318 | $13.6M |
| Fifth Third Bancorp | 0.02% | Add +50.7% | 89,108 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +24.8% | 84,493 | $12.2M |
| Equitable Holdings, Inc. | 0.08% | Add +0.6% | 85,605 | $12.1M |
| Lido Advisors, LLC | 0.05% | Add +11.9% | 82,662 | $12.0M |
| Cresset Asset Management, LLC | 0.05% | Add +2.9% | 81,601 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.4% | 76,866 | $11.1M |
| Regions Financial Corp. | 0.07% | Reduce -13.5% | 70,274 | $10.2M |
| US Bancorp \de | 0.01% | Add +0.2% | 69,281 | $10.0M |
| Rodgers & Associates, LTD | 1.02% | Reduce -1.9% | 69,010 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +4.2% | 68,357 | $9.9M |
| Lake Street Private Wealth, LLC | 1.26% | Reduce -2.6% | 68,350 | $9.9M |
| Capital Advisors, Ltd. LLC | 1.12% | Reduce -0.5% | 68,159 | $9.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -1.9% | 67,552 | $9.8M |
| MML Investors Services, LLC | 0.03% | Reduce -4.4% | 67,376 | $9.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 64,719 | $9.4M |
| Baird Financial Group, Inc. | 0.01% | Add +9.6% | 64,593 | $9.3M |
| Pittenger & Anderson Inc. | 0.37% | No change | 63,450 | $9.2M |
| Salomon & Ludwin, LLC | 0.82% | Reduce -2.0% | 62,236 | $9.1M |
| Deutsche Bank AG | 0.00% | No change | 62,510 | $9.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.4% | 59,272 | $8.6M |
| Financial Advisors Network, Inc. | 1.18% | Reduce -2.6% | 58,999 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.1% | 56,543 | $8.2M |
| JFS Wealth Advisors, LLC | 0.45% | Reduce -0.3% | 55,968 | $8.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +23.8% | 55,009 | $8.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 53,781 | $7.8M |
| Fortress Financial Group, LLC | 5.68% | Add +3.3% | 53,040 | $7.7M |
| Ifrah Financial Services, Inc. | 2.02% | Reduce -0.3% | 52,791 | $7.6M |
| Compound Planning, Inc. | 0.24% | Reduce -3.0% | 52,664 | $7.6M |
| Sigma Planning Corp | 0.21% | Add +5.8% | 51,879 | $7.5M |
| PW Nova Financial Services LLC | 2.01% | Add +0.8% | 51,092 | $7.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.8% | 50,028 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Add +85.3% | 47,668 | $6.9M |
| Clayton Financial Group LLC | 3.53% | Add +3.1% | 47,500 | $6.9M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -0.2% | 42,941 | $6.9M |
| NBT Bank, N.A. | 0.44% | Add +1207.6% | 46,615 | $6.7M |
| UMB Bank, n.a. | 0.09% | Reduce -6.4% | 46,067 | $6.7M |
| Cottage Street Advisors LLC | 2.67% | Reduce -3.6% | 42,661 | $6.2M |
| Level Four Advisory Services, LLC | 0.20% | No change | 42,522 | $6.2M |
| SOA Wealth Advisors, LLC. | 1.15% | Reduce -4.2% | 42,076 | $6.1M |
| Norden Group LLC | 0.58% | New | 41,435 | $6.0M |
| Bokf, NA | 0.09% | Reduce -0.4% | 41,037 | $5.9M |
| Azimuth Capital Investment Management LLC | 0.22% | Reduce -1.2% | 40,470 | $5.9M |
| Centerpoint Advisors, LLC | 1.88% | Reduce -1.9% | 39,970 | $5.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.25% | Reduce -2.8% | 39,958 | $5.8M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.0% | 38,749 | $5.6M |
| Sowell Financial Services LLC | 0.20% | Reduce 0.0% | 38,260 | $5.5M |
| Accretive Wealth Partners, LLC | 1.56% | Add +2.4% | 38,156 | $5.5M |
| Bank of Montreal | 0.00% | Add +8.8% | 37,580 | $5.4M |
| Peapack Gladstone Financial Corp. | 0.07% | Add +9.5% | 37,427 | $5.4M |
| Arkadios Wealth Advisors | 0.09% | Add +3.2% | 36,094 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.5% | 35,932 | $5.2M |
| Asset Management Group, Inc. | 0.82% | Reduce -2.2% | 35,013 | $5.1M |
| Sunbelt Securities, Inc. | 0.32% | Reduce -0.1% | 34,830 | $5.0M |
| Cwm, LLC | 0.01% | Add +0.8% | 34,297 | $5.0M |
| Dumont & Blake Investment Advisors LLC | 1.22% | Reduce -3.1% | 33,782 | $4.9M |
| Taylor Financial Group, Inc. | 2.94% | Add +89.8% | 33,474 | $4.8M |
| Mma Asset Management LLC | 1.69% | Add +12.5% | 33,116 | $4.8M |
| First Citizens Financial Corp | 2.25% | Reduce -0.6% | 32,988 | $4.8M |
| Belpointe Asset Management LLC | 0.17% | Reduce -19.5% | 32,956 | $4.8M |
| San Luis Wealth Advisors LLC | 0.77% | Add +4.4% | 32,179 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.0% | 30,506 | $4.5M |
| Independence Financial Advisors, LLC | 1.33% | Add +3.7% | 30,547 | $4.4M |
| Councilor Wealth, LLC | 2.13% | Reduce -6.3% | 30,384 | $4.4M |
| Guidance Point Advisors, LLC | 1.06% | Reduce -0.5% | 30,247 | $4.4M |
| HB Wealth Management, LLC | 0.03% | Add +29.1% | 30,254 | $4.4M |
| Park Avenue Securities LLC | 0.03% | Add +15.4% | 30,119 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.8% | 29,895 | $4.3M |
| Wilmington Savings Fund Society, FSB | 0.10% | Reduce -4.6% | 29,612 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +13.1% | 29,368 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -9.5% | 29,298 | $4.2M |
| Neumann Capital Management, LLC | 1.25% | Reduce -2.3% | 29,270 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.3% | 29,062 | $4.2M |
| LTG Capital LLC | 3.20% | Reduce -0.3% | 28,940 | $4.2M |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 28,708 | $4.2M |
| Bfsg, LLC | 0.39% | Add +11.0% | 28,565 | $4.1M |
| Greenleaf Trust | 0.04% | Reduce -2.3% | 28,359 | $4.1M |
| NewEdge Advisors, LLC | 0.01% | Add +8.9% | 28,261 | $4.1M |
| Pinnacle Associates Ltd. | 0.05% | Add +5.3% | 27,627 | $4.0M |
| Mesirow Financial Investment Management, Inc. | 0.06% | New | 26,746 | $3.9M |
| Blue Edge Capital, LLC | 0.51% | Add +28.7% | 26,709 | $3.9M |
| Stone Wealth Partners | 3.41% | Add +0.6% | 26,242 | $3.8M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -8.5% | 24,826 | $3.6M |
| First Horizon Corp. | 0.15% | Reduce -2.0% | 24,499 | $3.5M |
| 1834 Investment Advisors Co. | 0.44% | Reduce -3.4% | 24,419 | $3.5M |
| &partners | 0.02% | Add +6.5% | 24,121 | $3.5M |
| BKM Wealth Management, LLC | 1.23% | Add +2.3% | 23,244 | $3.4M |
| Baring Financial LLC | 2.04% | Add +0.4% | 23,096 | $3.3M |
| M1 Capital Management LLC | 1.53% | Reduce -0.7% | 23,000 | $3.3M |
| Pacific Sun Financial Corp | 1.61% | Reduce -2.1% | 22,968 | $3.3M |
| Stevens Capital Partners | 0.77% | Add +11.1% | 22,193 | $3.2M |
| Associated Banc-Corp | 0.08% | Add +9.4% | 21,717 | $3.1M |
| Victory Financial Group, LLC | 0.38% | Add +0.3% | 21,420 | $3.1M |
| Trail Ridge Investment Advisors, LLC | 1.34% | Reduce -0.2% | 21,379 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.43% | Reduce -10.6% | 21,356 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.9% | 20,737 | $3.0M |
| Courier Capital LLC | 0.17% | Reduce -29.6% | 20,439 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -48.1% | 20,290 | $2.9M |
| John A. Wolfe & Associates, Inc. | 4.50% | Reduce -1.9% | 20,271 | $2.9M |
| Greenup Street Wealth Management LLC | 0.41% | Reduce -2.3% | 20,201 | $2.9M |
| Savant Capital, LLC | 0.01% | Reduce -4.0% | 20,180 | $2.9M |
| Quotient Wealth Partners, LLC | 0.07% | Reduce -4.1% | 19,207 | $2.8M |
| Broadview Financial Management, LLC | 1.89% | Reduce -1.7% | 19,130 | $2.8M |
| Cypress Capital Management LLC (WY) | 2.60% | Reduce -2.1% | 18,926 | $2.7M |
| Asset Dedication, LLC | 0.19% | Add +1.9% | 18,743 | $2.7M |
| Serenity Investment Advisors | 1.25% | Add +3.7% | 16,480 | $2.7M |
| MSH Capital Advisors LLC | 0.56% | Add +0.6% | 18,388 | $2.7M |
| World Investment Advisors | 0.04% | Reduce -7.2% | 18,131 | $2.6M |
| NorthRock Partners, LLC | 0.04% | Reduce -2.0% | 17,811 | $2.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.67% | Reduce -6.4% | 17,748 | $2.6M |
| Soltis Investment Advisors LLC | 0.17% | Add +3.4% | 17,678 | $2.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +19.3% | 17,030 | $2.5M |
| Connecticut Wealth Management, LLC | 0.10% | Add +0.6% | 17,023 | $2.5M |
| InvesTrust | 1.03% | Add +0.5% | 16,975 | $2.5M |
| Harbor Advisory Corp. | 0.73% | Reduce -3.1% | 16,685 | $2.4M |
| Lee, Kelleher & Klein Wealth Management | 1.43% | Add +0.6% | 16,595 | $2.4M |
| Pathway Financial Advisors LLC | 0.30% | Reduce -0.5% | 16,322 | $2.4M |
| One Capital Management, LLC | 0.06% | Reduce -81.0% | 15,996 | $2.3M |
| MidFirst Bank | 0.19% | Add +0.3% | 15,758 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +15.4% | 15,648 | $2.3M |
| Dominguez Wealth Management Solutions, Inc. | 1.37% | Add +7.3% | 15,591 | $2.3M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.3% | 15,475 | $2.2M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.31% | No change | 15,098 | $2.2M |
| Tiemann Investment Advisors, LLC | 0.85% | Reduce -0.1% | 15,029 | $2.2M |
| Ullmann Wealth Partners Group, LLC | 0.22% | Reduce -13.0% | 14,689 | $2.1M |
| Capital Squared Financial LLC | 1.62% | Add +5.9% | 14,681 | $2.1M |
| TD Private Client Wealth LLC | 0.04% | Reduce -17.8% | 14,627 | $2.1M |
| Independent Advisor Alliance | 0.02% | Add +762.7% | 14,372 | $2.1M |
| Net Worth Advisory Group | 0.43% | Add +1.3% | 14,187 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -0.4% | 14,180 | $2.1M |
| Columbia Bank | 0.59% | Add +17.8% | 14,179 | $2.1M |
| Sonata Capital Group Inc. | 0.74% | Add +1.3% | 13,888 | $2.0M |
| City Holding Co. | 0.25% | Reduce -1.1% | 13,735 | $2.0M |
| American Financial & Tax Strategies Inc. | 0.96% | Reduce -1.5% | 13,686 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +4.7% | 13,120 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -36.8% | 13,322 | $1.9M |
| White Lighthouse Investment Management Inc. | 0.26% | Add +0.5% | 12,888 | $1.9M |
| Becker Capital Management Inc. | 0.05% | No change | 12,801 | $1.9M |
| First Merchants Corp. | 0.07% | Reduce -13.8% | 12,713 | $1.8M |
| Blair William & Co. | 0.01% | Add +13.1% | 12,644 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.0% | 12,577 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +11.6% | 12,361 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Add +265.2% | 12,209 | $1.8M |
| Regal Investment Advisors LLC | 0.10% | Add +3.4% | 12,145 | $1.8M |
| Capital Square, LLC | 0.81% | Add +40.7% | 10,951 | $1.8M |
| Ironwood Financial, llc | 0.30% | Reduce -2.1% | 11,932 | $1.7M |
| Ballentine Partners, LLC | 0.02% | Reduce -13.4% | 11,885 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.92% | Reduce -46.2% | 11,851 | $1.7M |
| Mather Group, Llc. | 0.02% | Add +23.6% | 11,826 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.80% | Reduce -0.3% | 11,787 | $1.7M |
| Oarsman Capital, Inc. | 0.21% | Reduce -1.7% | 11,738 | $1.7M |
| Sovereign Investment Advisors, LLC | 0.36% | Add +0.1% | 11,667 | $1.7M |
| Newton One Investments LLC | 0.46% | Reduce -79.5% | 11,614 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +21.1% | 11,446 | $1.7M |
| PSI Advisors, LLC | 0.40% | Reduce -1.0% | 11,372 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.33% | Reduce -2.2% | 11,343 | $1.6M |
| Diversified Management Inc. | 0.28% | Add +80.2% | 11,121 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Add +0.5% | 10,963 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -0.4% | 10,679 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Add +3.4% | 10,630 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.9% | 10,619 | $1.5M |
| LGL Partners, LLC | 0.63% | Add +0.1% | 10,592 | $1.5M |
| First Hawaiian Bank | 0.21% | Reduce -1.6% | 10,497 | $1.5M |
| Pacific Financial Group Inc. | 0.82% | Reduce -17.1% | 10,480 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Reduce -2.5% | 10,464 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,463 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -10.2% | 10,373 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -2.8% | 10,367 | $1.5M |
| Crusonia Wealth Advisors LLC | 0.31% | Reduce -0.1% | 10,311 | $1.5M |
| AQR Capital Management | 0.00% | Add +4.3% | 10,277 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 10,230 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -10.3% | 10,074 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -4.3% | 9,848 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -1.5% | 9,844 | $1.5M |
| Beaumont Asset Management, L.L.C. | 0.65% | Add +0.4% | 10,015 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Reduce -11.8% | 9,922 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.3% | 9,911 | $1.4M |
| Vicus Capital | 0.10% | Reduce -20.8% | 9,505 | $1.4M |
| Parkside Financial Bank & Trust | 0.10% | Reduce -2.8% | 9,185 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +26.3% | 9,062 | $1.3M |
| Willner & Heller, LLC | 0.97% | Add +0.2% | 8,968 | $1.3M |
| Brookstone Capital Management | 0.01% | Reduce -1.0% | 8,877 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +178.7% | 8,691 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +7.5% | 8,674 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -3.2% | 8,670 | $1.3M |
| Midwest Trust Co | 0.02% | Add +11.1% | 8,649 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -2.4% | 8,513 | $1.2M |
| Transcendent Capital Group LLC | 0.56% | Add +44.1% | 8,441 | $1.2M |
| Commerce Bank | 0.01% | Add +7.7% | 8,409 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +170.6% | 8,409 | $1.2M |
| Financial Alternatives, Inc | 0.66% | No change | 8,407 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Reduce -11.6% | 8,356 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +5.1% | 8,332 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 8,311 | $1.2M |
| Ruggaard & Associates LLC | 0.47% | Reduce -4.6% | 8,212 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.32% | Reduce -0.4% | 8,138 | $1.2M |
| Rosenblum Silverman Sutton S F Inc. | 0.31% | No change | 8,127 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +13.9% | 8,125 | $1.2M |
| Tritonpoint Wealth, LLC | 0.12% | Add +15.6% | 7,897 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Reduce -3.7% | 7,003 | $1.1M |
| Fifth Third Securities, Inc. | 0.07% | Add +5.0% | 7,784 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.9% | 7,725 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Add +0.9% | 7,599 | $1.1M |
| Patten Group, Inc. | 0.19% | Add +27.0% | 7,523 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.25% | Reduce -1.9% | 7,470 | $1.1M |
| Hutchinson Capital Management | 0.20% | No change | 7,465 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +80.4% | 7,455 | $1.1M |
| Acropolis Investment Management, LLC | 0.05% | Add +3.2% | 7,433 | $1.1M |
| Hurley Capital, LLC | 0.58% | Add +6.8% | 7,417 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.07% | Add +11.6% | 7,321 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.1% | 7,282 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.36% | No change | 7,271 | $1.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 7,193 | $1.0M |
| JNBA Financial Advisors | 0.09% | Reduce -3.5% | 7,112 | $1.0M |
| Hyundai Investments Co., Ltd. | 1.15% | Add +24.4% | 7,283 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -0.5% | 7,034 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 7,022 | $1.0M |
| Royal Fund Management, LLC | 0.10% | Add +24.6% | 6,984 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +0.7% | 6,902 | $999K |
| Key Financial Inc | 0.18% | Reduce -0.3% | 6,896 | $998K |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.2% | 6,794 | $983K |
| EFG International AG | 0.02% | No change | 6,792 | $983K |
| MCF Advisors LLC | 0.04% | Add +11.2% | 6,633 | $960K |
| Lee Financial Co | 0.14% | Reduce -88.1% | 6,632 | $960K |
| Financial Management Network Inc. | 0.15% | Reduce -1.7% | 6,215 | $957K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 6,546 | $947K |
| IFP Advisors, Inc | 0.02% | Reduce -0.7% | 6,537 | $946K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 6,497 | $940K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.6% | 6,460 | $935K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,350 | $919K |
| Signature Equity Partners, LLC | 0.48% | Add +3.4% | 6,203 | $898K |
| Fortitude Family Office, LLC | 0.20% | Reduce -0.5% | 6,088 | $881K |
| Finley Financial, LLC | 0.41% | No change | 6,055 | $876K |
| Prospect Financial Services LLC | 0.53% | Reduce -13.9% | 6,027 | $872K |
| Guerra Pan Advisors, LLC | 0.52% | Reduce -2.9% | 5,814 | $841K |
| Principal Securities, Inc. | 0.01% | Add +1.5% | 5,814 | $841K |
| Legacy Trust | 0.16% | Reduce -0.3% | 5,785 | $837K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | Add +5.0% | 5,781 | $837K |
| Kendall Capital Management | 0.17% | Add +6.3% | 5,690 | $823K |
| Christensen, King & Associates Investment Services, Inc. | 0.35% | Reduce -10.9% | 5,659 | $819K |
| Private Advisory Group LLC | 0.06% | No change | 5,653 | $818K |
| Aspiriant, LLC | 0.02% | No change | 5,653 | $818K |
| Keenan, LLC | 0.68% | Reduce -42.3% | 5,619 | $811K |
| WealthShield Partners, LLC | 0.09% | Reduce -2.0% | 5,594 | $810K |
| Money Concepts Capital Corp. | 0.04% | Add +3.2% | 5,580 | $807K |
| PKS Advisory Services, LLC | 0.19% | Reduce -3.7% | 5,540 | $802K |
| NorthAvenue LLC | 0.63% | Add +6.7% | 5,471 | $792K |
| Richards, Merrill & Peterson, Inc. | 0.29% | Reduce -11.1% | 5,465 | $791K |
| Montecito Bank & Trust | 0.13% | No change | 5,463 | $791K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -13.8% | 5,462 | $790K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.1% | 5,440 | $787K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.4% | 5,392 | $780K |
| Destiny Capital Corp | 0.41% | Add +2.5% | 5,312 | $769K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.0% | 5,257 | $762K |
| Sequent Asset Management, LLC | 0.36% | No change | 5,249 | $760K |
| Signature Wealth Management Partners, LLC | 0.38% | No change | 5,232 | $757K |
| TAGStone Capital, Inc. | 0.27% | Reduce -1.2% | 5,220 | $755K |
| Choreo, LLC | 0.01% | Add +0.0% | 5,210 | $754K |
| Principle Wealth Partners LLC | 0.04% | Add +8.8% | 5,208 | $754K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -68.3% | 5,106 | $739K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.4% | 5,047 | $730K |
| FC Advisory LLC | 0.21% | Reduce -10.3% | 5,003 | $724K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $724K |
| DAVENPORT & Co LLC | 0.00% | Reduce -24.0% | 4,999 | $723K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -9.7% | 4,991 | $722K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -0.4% | 4,964 | $718K |
| Hancock Whitney Corp. | 0.01% | Add +12.1% | 4,479 | $718K |
| VAUGHAN & Co SECURITIES, INC. | 0.37% | No change | 4,940 | $715K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -1.1% | 4,860 | $703K |
| Tannin Capital LLC | 0.51% | Reduce -27.6% | 4,827 | $699K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.2% | 4,801 | $695K |
| GTS Securities LLC | 0.02% | New | 4,770 | $690K |
| Awm Capital, LLC | 0.06% | No change | 4,718 | $683K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 4,712 | $682K |
| Operose Advisors LLC | 0.16% | Reduce -1.3% | 4,707 | $681K |
| Front Row Advisors LLC | 0.23% | Reduce -2.6% | 4,674 | $676K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.1% | 4,673 | $676K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $669K |
| Saxon Interests, Inc. | 0.23% | Reduce -1.8% | 4,562 | $660K |
| Gerald Baker Financial Group LLC | 0.21% | — | 4,555 | $659K |
| Nwam LLC | 0.04% | Add +0.0% | 4,506 | $652K |
| Axis Wealth Partners, LLC | 0.35% | Add +0.0% | 4,489 | $650K |
| Hickory Point Bank & Trust | 0.43% | No change | 4,464 | $646K |
| Callan Family Office, LLC | 0.01% | No change | 4,414 | $639K |
| Allstreet Capital Advisors LLC | 0.47% | Reduce -10.7% | 4,374 | $633K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.1% | 4,368 | $632K |
| Shoker Investment Counsel, Inc. | 0.19% | Reduce -1.1% | 4,366 | $632K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -2.3% | 4,362 | $631K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 4,339 | $628K |
| Verity Asset Management, Inc. | 0.26% | New | 4,316 | $625K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -11.1% | 4,310 | $624K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Reduce -16.1% | 4,286 | $620K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.1% | 3,837 | $618K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.3% | 4,258 | $616K |
| Krilogy Financial LLC | 0.02% | Reduce -3.3% | 3,943 | $615K |
| Simmons Bank | 0.04% | Reduce -20.6% | 4,224 | $611K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 4,098 | $605K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 4,149 | $600K |
| Calton & Associates, Inc. | 0.09% | Reduce -3.7% | 4,118 | $596K |
| Forbes Financial Planning, Inc. | 0.34% | No change | 4,080 | $590K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -15.2% | 4,066 | $588K |
| Ieq Capital, LLC | 0.00% | No change | 4,025 | $582K |
| Wellspring Financial Advisors, LLC | 0.04% | Reduce -7.6% | 4,016 | $581K |
| Meridian Financial Advisors, LLC | 0.32% | Add +3.1% | 3,999 | $579K |
| Capital Analysts, LLC | 0.02% | Reduce -3.0% | 3,953 | $577K |
| Z3 Capital Partners, LLC | 0.15% | Reduce -14.6% | 3,986 | $577K |
| Fulton Bank, N.A. | 0.02% | No change | 3,952 | $572K |
| Godfrey Financial Associates, Inc. | 0.49% | No change | 3,951 | $572K |
| Carl P. Sherr & Co., LLC | 0.27% | No change | 3,929 | $569K |
| Evoke Wealth, LLC | 0.01% | Reduce -0.3% | 3,916 | $567K |
| Vickerman Investment Advisors, Inc. | 0.12% | Reduce -3.9% | 3,889 | $563K |
| Sprinkle Financial Consultants LLC | 0.26% | Add +0.1% | 3,883 | $562K |
| First Trust Advisors LP | 0.00% | Reduce -15.6% | 3,850 | $557K |
| Huntington National Bank | 0.00% | New | 3,811 | $551K |
| Paragon Private Wealth Management, LLC | 0.17% | Reduce -46.1% | 3,799 | $550K |
| Meramec Financial Planners, LLC | 0.22% | Reduce -21.1% | 3,420 | $548K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.5% | 3,708 | $537K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.6% | 3,678 | $532K |
| Bangor Savings Bank | 0.04% | No change | 3,613 | $523K |
| One Day In July LLC | 0.04% | Reduce -1.9% | 3,573 | $517K |
| Roble, Belko & Company, Inc | 0.07% | No change | 3,530 | $511K |
| Everstar Asset Management, LLC | 0.27% | Reduce -4.1% | 3,525 | $510K |
| TCTC Holdings, LLC | 0.01% | No change | 3,500 | $506K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 3,492 | $505K |
| Wiregrass Investment Management LLC | 0.42% | No change | 3,464 | $501K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 3,446 | $499K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.2% | 3,441 | $498K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -9.2% | 3,545 | $496K |
| Pitcairn Wealth Advisors LLC | 0.05% | No change | 3,500 | $494K |
| Summit Financial, LLC | 0.01% | Reduce -6.1% | 3,406 | $493K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,380 | $489K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +36.4% | 3,385 | $489K |
| Wedmont Private Capital | 0.02% | No change | 3,190 | $488K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -3.6% | 3,314 | $480K |
| Trueblood Wealth Management, LLC | 0.19% | Add +0.1% | 3,312 | $479K |
| Bison Wealth, LLC | 0.05% | Reduce -1.6% | 2,969 | $476K |
| Park Place Capital Corp | 0.10% | Reduce -31.1% | 3,289 | $476K |
| Investmark Advisory Group LLC | 0.20% | No change | 3,272 | $473K |
| jvl associates llc | 0.16% | No change | 3,260 | $472K |
| Nixon Peabody Trust Co. | 0.04% | Add +10.9% | 3,247 | $470K |
| Decker Wealth Management LLC | 0.11% | No change | 3,221 | $466K |
| Allium Financial Advisors, LLC | 0.37% | No change | 3,189 | $461K |
| First Western Trust Bank | 0.02% | Reduce -0.8% | 3,132 | $453K |
| Tred Avon Family Wealth, LLC | 0.15% | Add +62.0% | 3,118 | $451K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -2.3% | 2,859 | $451K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -97.4% | 3,084 | $446K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 3,077 | $445K |
| Inspirion Wealth Advisors, LLC | 0.06% | No change | 3,058 | $443K |
| Private Wealth Asset Management, LLC | 0.05% | No change | 3,050 | $441K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.8% | 3,028 | $438K |
| Renasant Bank | 0.31% | Reduce -31.0% | 3,000 | $434K |
| Gateway Wealth Partners, LLC | 0.02% | New | 2,988 | $432K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.3% | 2,983 | $432K |
| Breakwater Capital Group | 0.06% | Add +1.8% | 2,971 | $430K |
| Geneos Wealth Management Inc. | 0.01% | Add +19.3% | 2,961 | $428K |
| WealthPlan Investment Management, LLC | 0.02% | Add +55.6% | 2,948 | $427K |
| Private Trust Co. NA | 0.04% | Reduce -1.4% | 2,946 | $426K |
| Atria Investments, Inc | 0.00% | Reduce -1.9% | 2,945 | $426K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -28.1% | 2,926 | $423K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +50.5% | 2,850 | $412K |
| Jacobs Equity LLC | 0.37% | No change | 2,839 | $411K |
| Dearborn Partners LLC | 0.02% | No change | 3,296 | $410K |
| KPP Advisory Services LLC | 0.06% | Add +1.1% | 2,817 | $408K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 2,810 | $407K |
| Blackston Financial Advisory Group, LLC | 0.25% | Reduce -17.9% | 2,806 | $406K |
| Roberts Financial Services LLC | 0.13% | Reduce -56.5% | 2,751 | $398K |
| Conning Inc. | 0.01% | Reduce -6.1% | 2,707 | $392K |
| Grove Bank & Trust | 0.04% | Add +1.5% | 2,691 | $389K |
| Stonebridge Financial Group, LLC / MO | 0.33% | Add +0.1% | 2,685 | $389K |
| All Terrain Financial Advisors, LLC | 0.12% | Reduce -2.8% | 2,677 | $387K |
| Independent Financial Group, LLC | 0.01% | Add +8.1% | 2,676 | $387K |
| Laurel Oak Wealth Management, LLC | 0.06% | Add +38.5% | 2,669 | $386K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,669 | $386K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -7.7% | 2,658 | $385K |
| Argent Trust Co | 0.01% | No change | 2,657 | $384K |
| Bestgate Wealth Advisors, LLC | 0.69% | Reduce -7.0% | 2,635 | $381K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,633 | $381K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -20.9% | 2,621 | $379K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +79.9% | 2,602 | $377K |
| Park Edge Advisors, LLC | 0.09% | No change | 2,600 | $376K |
| Atlas Brown,Inc. | 0.11% | No change | 2,588 | $374K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,584 | $374K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -3.3% | 2,572 | $372K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -82.1% | 2,566 | $371K |
| Sensible Money, LLC | 0.11% | Add +0.0% | 2,518 | $364K |
| Vanguard National Trust Co | 0.02% | — | 2,481 | $359K |
| Cambridge Financial Group, LLC | 0.12% | Add +9.0% | 2,477 | $358K |
| Rothschild Investment LLC | 0.02% | No change | 2,471 | $358K |
| NTV Asset Management LLC | 0.04% | No change | 2,456 | $355K |
| Harbour Investments, Inc. | 0.01% | Add +18.3% | 2,433 | $352K |
| 21 West Wealth Management LLC | 0.33% | No change | 2,432 | $352K |
| Essential Planning, LLC. | 0.11% | Reduce -0.2% | 2,425 | $351K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -11.1% | 2,407 | $348K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Reduce -2.8% | 2,395 | $347K |
| Central Bank & Trust Co. | 0.05% | No change | 2,382 | $345K |
| National Bank of Canada | 0.00% | Reduce -12.3% | 2,348 | $340K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,346 | $339K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 2,343 | $339K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,336 | $338K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 2,330 | $337K |
| Prosperity Planning, Inc. | 0.12% | Reduce -0.0% | 2,318 | $335K |
| Jane Street Group, LLC | 0.00% | Reduce -65.6% | 2,309 | $334K |
| Advisory Alpha, LLC | 0.01% | Add +12.6% | 2,305 | $334K |
| Ackerman Capital Advisors, LLC | 0.07% | No change | 2,300 | $333K |
| LaFleur & Godfrey LLC | 0.04% | No change | 2,300 | $333K |
| Procyon Advisors, LLC | 0.02% | No change | 2,288 | $331K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $331K |
| WealthTrust Axiom LLC | 0.08% | No change | 2,285 | $331K |
| Compton Wealth Advisory Group, LLC | 0.07% | No change | 2,255 | $329K |
| Old National Bancorp | 0.01% | No change | 2,267 | $328K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | No change | 2,265 | $328K |
| Warner Financial, Inc. | 0.11% | Add +0.0% | 2,246 | $325K |
| Clarity Asset Management, Inc. | 0.16% | Add +0.1% | 2,244 | $325K |
| Betterment LLC | 0.00% | Reduce -34.4% | 2,226 | $322K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,224 | $322K |
| Cedarwood Wealth LLC | 0.32% | Add +0.1% | 2,221 | $321K |
| Sterling Investment Counsel, LLC | 0.09% | No change | 2,211 | $320K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,200 | $318K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -58.1% | 2,197 | $318K |
| Evergreen Private Wealth LLC | 0.13% | Add +1.9% | 2,194 | $318K |
| Goodwin Investment Advisory | 0.38% | No change | 2,189 | $317K |
| Essex LLC | 0.06% | No change | 2,180 | $315K |
| Chokshi & Queen Wealth Advisors, Inc | 0.17% | Reduce -7.9% | 2,168 | $314K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,155 | $312K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,150 | $311K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 2,104 | $304K |
| CRA Financial Services, LLC | 0.04% | No change | 2,100 | $304K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 2,097 | $303K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -1.2% | 2,082 | $301K |
| Northern Lights Advisors, Inc. | 0.20% | Add +0.1% | 2,060 | $298K |
| Steinberganna Wealth Management | 0.14% | Add +0.1% | 2,057 | $298K |
| Avior Wealth Management, LLC | 0.01% | Reduce -7.9% | 2,046 | $296K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.7% | 2,039 | $295K |
| Equity Wealth Partners, LLC | 0.19% | Add +0.3% | 2,036 | $295K |
| Armstrong, Fleming & Moore, Inc | 0.12% | Add +35.1% | 2,033 | $294K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,018 | $292K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -6.5% | 1,823 | $291K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,009 | $291K |
| GWN Securities Inc. | 0.06% | Reduce -1.0% | 2,002 | $290K |
| Manchester Capital Management LLC | 0.04% | No change | 2,000 | $289K |
| Apollon Financial, LLC | 0.04% | Reduce -0.3% | 2,000 | $289K |
| Coldstream Capital Management Inc. | 0.00% | No change | 1,992 | $288K |
| Financial Solutions Advisory Group, Inc. | 0.04% | — | 1,991 | $288K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.4% | 1,989 | $288K |
| Vann Equity Management LLC | 0.20% | — | 1,987 | $288K |
| Marin Bay Wealth Advisors, LLC | 0.17% | New | 1,967 | $285K |
| Thryve Wealth Management LLC | 0.19% | Reduce -33.4% | 1,966 | $284K |
| Composition Wealth, LLC | 0.00% | Add +21.7% | 1,941 | $281K |
| Fortis Capital Management LLC | 0.04% | No change | 1,939 | $281K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,911 | $277K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 1,905 | $276K |
| Paragon Capital Management Ltd | 0.06% | Reduce -1.4% | 1,881 | $272K |
| Sentinel Advisory Group, LLC | 0.13% | — | 1,871 | $271K |
| Blue Trust, Inc. | 0.00% | Add +18.5% | 1,870 | $271K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $269K |
| Bensler, LLC | 0.03% | No change | 1,852 | $268K |
| Optimist Retirement Group LLC | 0.12% | Add +0.2% | 1,846 | $267K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $267K |
| Vise Technologies, Inc. | 0.01% | No change | 1,888 | $266K |
| Security National Bank of So Dak | 0.13% | No change | 1,838 | $266K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -1.4% | 1,833 | $265K |
| Congress Asset Management Co. | 0.00% | Reduce -47.5% | 1,827 | $264K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,824 | $264K |
| Vawter Financial, Ltd. | 0.11% | Add +0.1% | 1,824 | $264K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -2.4% | 1,824 | $264K |
| Intrua Financial, LLC | 0.03% | No change | 1,787 | $259K |
| Sage Financial Management Group, Inc. | 0.08% | Reduce -1.5% | 1,786 | $258K |
| Richmond Investment Services, LLC | 0.04% | Add +0.1% | 1,784 | $258K |
| Valley National Advisers Inc. | 0.03% | No change | 1,780 | $257K |
| Motco | 0.02% | Reduce -0.4% | 1,767 | $256K |
| PFG Private Wealth Management, LLC | 0.11% | No change | 1,766 | $256K |
| Oak Wealth Advisors LLC | 0.14% | No change | 1,750 | $253K |
| Alteri Wealth LLC | 0.08% | No change | 1,750 | $253K |
| Focused Alpha, LLC | 0.08% | Reduce -0.2% | 1,744 | $252K |
| Florida Trust Wealth Management Co | 0.01% | New | 1,743 | $252K |
| Capital Investment Counsel, LLC | 0.03% | No change | 1,728 | $250K |
| Eagle Strategies LLC | 0.03% | Add +0.2% | 1,693 | $245K |
| Ritholtz Wealth Management | 0.00% | New | 1,685 | $244K |
| Bar Harbor Wealth Management | 0.01% | Add +1.4% | 1,677 | $243K |
| Brighton Jones LLC | 0.01% | New | 1,668 | $241K |
| Balboa Wealth Partners | 0.04% | No change | 1,659 | $240K |
| GAMCO Investors | 0.00% | No change | 1,650 | $239K |
| Curi Capital, LLC | 0.00% | Add +5.3% | 1,643 | $238K |
| Beaton Management Co. Inc. | 0.11% | No change | 1,640 | $237K |
| Valmark Advisers, Inc. | 0.00% | Add +7.9% | 1,638 | $237K |
| Burling Wealth Partners, LLC | 0.04% | No change | 1,636 | $237K |
| Gallacher Capital Management LLC | 0.09% | No change | 1,633 | $236K |
| Integrated Advisors Network LLC | 0.01% | New | 1,606 | $232K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $232K |
| Tulsa Wealth Advisors, INC | 0.04% | New | 1,601 | $232K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,600 | $232K |
| Twelve Points Wealth Management LLC | 0.05% | No change | 1,589 | $230K |
| Synergy Asset Management, LLC | 0.02% | No change | 1,571 | $227K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 1,569 | $227K |
| Total Clarity Wealth Management, Inc. | 0.05% | Add +0.1% | 1,565 | $226K |
| Flagstar Securities, Inc. | 0.08% | Add +3.5% | 1,563 | $226K |
| NewEdge Wealth, LLC | 0.00% | Add +6.0% | 1,560 | $226K |
| Astra Wealth Partners LLC | 0.14% | No change | 1,540 | $223K |
| PFG Investments, LLC | 0.01% | New | 1,533 | $222K |
| Decision Investments, Inc. | 0.25% | No change | 1,526 | $221K |
| IFG Advisors, LLC | 0.04% | Add +0.1% | 1,508 | $218K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -45.2% | 1,332 | $218K |
| Tranquility Partners, LLC | 0.08% | No change | 1,506 | $218K |
| Hoxton Planning & Management, LLC | 0.07% | Reduce -1.6% | 1,505 | $218K |
| New Insight Wealth Advisors | 0.08% | No change | 1,503 | $217K |
| Financial Life Planners | 0.17% | Add +0.1% | 1,492 | $216K |
| Cordatus Wealth Management LLC | 0.05% | No change | 1,486 | $215K |
| First Heartland Consultants, Inc. | 0.02% | New | 1,478 | $214K |
| Garde Capital, Inc. | 0.01% | No change | 1,477 | $214K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 1,472 | $213K |
| SouthState Bank Corp | 0.01% | Add +1.4% | 1,469 | $213K |
| WJ Financial Advisors LLC | 0.17% | New | 1,468 | $212K |
| Ascent Group, LLC | 0.01% | No change | 1,457 | $211K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Add +0.1% | 1,456 | $211K |
| Corundum Group, Inc. | 0.07% | No change | 1,450 | $210K |
| Triton Financial Group Inc | 0.37% | New | 1,468 | $210K |
| Security Financial Services, INC. | 0.03% | No change | 1,440 | $208K |
| Mgo One Seven LLC | 0.00% | Reduce -11.1% | 1,440 | $208K |
| Noble Family Wealth, LLC | 0.04% | No change | 1,432 | $207K |
| Breachway Investments LLC | 0.20% | Reduce -3.1% | 1,410 | $206K |
| Eagle Bay Advisors LLC | 0.18% | Add +3.1% | 1,423 | $206K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,340 | $205K |
| D.B. Root & Company, LLC | 0.05% | New | 1,412 | $204K |
| Silverlake Wealth Management LLC | 0.04% | New | 1,408 | $204K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Reduce -1.4% | 1,408 | $204K |
| HFG Advisors, Inc. | 0.14% | New | 1,405 | $203K |
| First Wilshire Securities Management Inc. | 0.05% | New | 1,400 | $203K |
| Terril Brothers, Inc. | 0.06% | New | 1,398 | $202K |
| AE Wealth Management LLC | 0.00% | Reduce -7.9% | 1,325 | $192K |
| Kentucky Trust Co | 0.10% | Reduce -1.9% | 1,325 | $192K |
| Aptus Capital Advisors, LLC | 0.00% | Add +43.6% | 1,321 | $191K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.1% | 1,253 | $181K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 1,242 | $180K |
| Mosley Wealth Management | 0.08% | New | 1,258 | $178K |
| Piedmont Capital Management, LLC | 0.12% | No change | 1,217 | $176K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.6% | 1,216 | $176K |
| Larson Financial Group LLC | 0.01% | Reduce -1.4% | 1,204 | $174K |
| Financial Freedom, LLC | 0.09% | Add +0.2% | 1,188 | $172K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,185 | $171K |
| Matrix Private Capital Group LLC | 0.08% | No change | 1,174 | $170K |
| Alerus Financial NA | 0.01% | No change | 1,140 | $165K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.1% | 1,137 | $165K |
| HM Payson & Co. | 0.00% | No change | 1,121 | $162K |
| Windsor Advisory Group, LLC | 0.13% | No change | 1,104 | $160K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -20.4% | 1,091 | $158K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,079 | $156K |
| Financial Consulate, Inc. | 0.02% | No change | 1,073 | $155K |
| United Community Bank | 0.05% | No change | 1,047 | $152K |
| Community Financial Services Group, LLC | 0.03% | New | 1,000 | $146K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $146K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,007 | $146K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.1% | 1,007 | $146K |
| Tidemark, LLC | 0.04% | No change | 977 | $141K |
| Security National Bank | 0.02% | No change | 954 | $138K |
| Eastern Bank | 0.00% | Reduce -22.5% | 953 | $138K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $134K |
| Mechanics Financial Corp | 0.06% | No change | 916 | $133K |
| Evermay Wealth Management LLC | 0.01% | No change | 913 | $132K |
| one8zero8, LLC | 0.03% | No change | 829 | $120K |
| Chilton Capital Management LLC | 0.00% | No change | 800 | $116K |
| GAMMA Investing LLC | 0.01% | Reduce -2.4% | 767 | $111K |
| Insight Inv LLC | 0.05% | Reduce -4.2% | 692 | $100K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $95K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +83.6% | 648 | $94K |
| Vanguard Advisers Inc. | 0.00% | — | 625 | $90K |
| Financial Perspectives, Inc | 0.02% | Add +2.4% | 611 | $88K |
| Princeton Global Asset Management LLC | 0.01% | No change | 610 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.9% | 603 | $87K |
| First Financial Corp. | 0.03% | No change | 600 | $87K |
| Owl Creek Wealth Partners LLC | 0.03% | — | 590 | $85K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 588 | $85K |
| Topsail Wealth Management, LLC | 0.01% | No change | 576 | $83K |
| Basepoint Wealth LLC | 0.05% | Add +0.3% | 576 | $83K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 570 | $82K |
| Sunrise Financial Services, LLC | 0.06% | Reduce -11.5% | 561 | $81K |
| First United Bank & Trust | 0.03% | No change | 550 | $80K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $79K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $78K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 536 | $78K |
| Monetary Solutions, Ltd | 0.07% | No change | 526 | $76K |
| Country Trust Bank | 0.00% | No change | 524 | $76K |
| Peachtree Investment Partners, LLC | 0.03% | No change | 521 | $75K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.9% | 509 | $74K |
| Longview Financial Advisors LLC | 0.04% | No change | 500 | $72K |
| Centennial Bank | 0.03% | No change | 500 | $72K |
| Hilltop National Bank | 0.02% | No change | 500 | $72K |
| Ancora Advisors LLC | 0.00% | No change | 492 | $71K |
| Salem Investment Counselors Inc. | 0.00% | New | 486 | $70K |
| Bullock Wealth Management Group | 0.03% | No change | 470 | $69K |
| Hollencrest Capital Management | 0.00% | New | 473 | $68K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 471 | $68K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $68K |
| Colonial Trust Advisors | 0.01% | No change | 443 | $64K |
| BankPlus Trust Department | 0.02% | No change | 411 | $59K |
| Smithfield Trust Co | 0.00% | Reduce -5.2% | 402 | $58K |
| Powell Investment Advisors, LLC | 0.02% | No change | 400 | $58K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $58K |
| Montag A & Associates Inc. | 0.00% | No change | 400 | $58K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.3% | 381 | $55K |
| Assetmark, Inc. | 0.00% | Reduce -11.0% | 373 | $54K |
| Advisortrust Partners, LLC | 0.02% | New | 368 | $53K |
| Three Bearings Fiduciary Advisors, Inc. | 0.05% | No change | 360 | $52K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 360 | $52K |
| Oakworth Capital, Inc. | 0.00% | No change | 358 | $52K |
| Root Financial Partners, LLC | 0.00% | Reduce -20.2% | 352 | $51K |
| Robinswood Financial LLC | 0.02% | No change | 349 | $51K |
| Angeles Wealth Management, LLC | 0.00% | Add +70.0% | 340 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 340 | $49K |
| GGM Financial LLC | 0.02% | Add +0.3% | 314 | $45K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $45K |
| Trust Co. of Toledo NA | 0.00% | No change | 308 | $45K |
| Founders Financial Alliance, LLC | 0.01% | No change | 304 | $44K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +168.8% | 301 | $44K |
| Spire Wealth Management | 0.00% | No change | 300 | $43K |
| Hantz Financial Services, Inc. | 0.00% | No change | 299 | $43K |
| Walsh & Associates, LLC | 0.04% | No change | 295 | $43K |
| Tiaa Trust, National Association | 0.00% | Reduce -96.2% | 290 | $42K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $41K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -27.6% | 273 | $40K |
| Horizons Wealth Management | 0.03% | No change | 270 | $39K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 263 | $38K |
| CoreCap Advisors, LLC | 0.00% | Add +6400.0% | 260 | $38K |
| JPL Wealth Management, LLC | 0.01% | New | 257 | $37K |
| North Star Investment Management Corp. | 0.00% | No change | 257 | $37K |
| Ashton Thomas Securities, LLC | 0.00% | New | 256 | $37K |
| Ameriflex Group, Inc. | 0.02% | Reduce -43.3% | 255 | $37K |
| Caldwell Trust Co | 0.00% | No change | 253 | $37K |
| CX Institutional | 0.00% | Add +9.8% | 246 | $36K |
| Legacy Bridge, LLC | 0.01% | No change | 236 | $34K |
| Palouse Capital Management, Inc. | 0.02% | No change | 232 | $34K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $32K |
| Quaker Wealth Management, LLC | 0.01% | No change | 220 | $32K |
| Sound Income Strategies, LLC | 0.00% | No change | 208 | $30K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 177 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 194 | $28K |
| Gill Capital Partners, LLC | 0.01% | New | 188 | $27K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $27K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 182 | $26K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 180 | $26K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 178 | $26K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -14.2% | 175 | $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 | $24K |
| Albion Financial Group | 0.00% | Reduce -0.6% | 162 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 162 | $23K |
| Community Bank, N.A. | 0.00% | No change | 160 | $23K |
| True Wealth Design, LLC | 0.01% | Add +5.6% | 150 | $22K |
| Coastline Trust Co | 0.00% | New | 144 | $21K |
| Ascentis Independent Advisors | 0.00% | New | 142 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -41.8% | 146 | $20K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 130 | $19K |
| Destiny Wealth Partners, LLC | 0.00% | New | 130 | $19K |
| Bank of New Hampshire | 0.00% | Reduce -34.7% | 128 | $19K |
| Red Reef Advisors LLC | 0.02% | Reduce -39.8% | 127 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -42.7% | 126 | $18K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 113 | $16K |
| Tucker Asset Management LLC | 0.00% | Reduce -46.3% | 109 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 108 | $16K |
| Avalon Trust Co | 0.00% | No change | 108 | $16K |
| TopTier Wealth Management, LLC | 0.01% | New | 107 | $15K |
| Hughes Financial Services, LLC | 0.00% | No change | 105 | $15K |
| Team Financial Group, LLC | 0.01% | No change | 104 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 104 | $15K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 103 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 101 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 100 | $14K |
| Versant Capital Management, Inc | 0.00% | New | 100 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 97 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $14K |
| Imprint Wealth LLC | 0.06% | No change | 95 | $14K |
| Sankala Group LLC | 0.01% | No change | 93 | $13K |
| Kilter Group LLC | 0.01% | No change | 88 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 88 | $13K |
| International Assets Investment Management, LLC | 0.00% | Reduce -81.5% | 87 | $13K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $12K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Add +7800.0% | 79 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $11K |
| Signaturefd, LLC | 0.00% | No change | 75 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 70 | $10K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $10K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 62 | $9K |
| Millstone Evans Group, LLC | 0.00% | No change | 52 | $8K |
| United Financial Planning Group LLC | 0.00% | No change | 52 | $8K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -65.8% | 52 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 48 | $7K |
| Activest Wealth Management | 0.00% | New | 44 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $5K |
| Main Street Group, LTD | 0.00% | New | 34 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 33 | $5K |
| Strategic Advisory Partners, LLC | 0.00% | New | 30 | $4K |
| Archer Investment Corp | 0.00% | No change | 30 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 25 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 31 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 25 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 25 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 22 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 21 | $3K |
| PlanVest Financial, Inc | 0.00% | — | 20 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| True Link Financial Advisors, LLC | 0.00% | New | 20 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 19 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 18 | $3K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 17 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $1K |
| Abound Wealth Management | 0.00% | Reduce -73.5% | 9 | $1K |
| Colonial Trust Co / SC | 0.00% | Reduce -11.1% | 8 | $1K |
| Clear Investment Research, LLC | 0.00% | New | 7 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $434 |
"% 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.