iShares MSCI India ETFINDAETF

13F holders, Q2 2024 (June 30)
606holders +53
100new positions
48sold out
5famous investors
$55.77avg. 13F price*

At the end of Q2 2024, 606 institutions reported holding iShares MSCI India ETF (INDA) in their 13F filings, up 53 from Q1 2024. 100 opened new positions and 48 sold out. The largest holders were State of Tennessee, Department of Treasury ($575.2M), Morgan Stanley ($561.6M) and BlackRock Inc. ($493.2M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares MSCI India ETF
CUSIP
46429B598
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 553Q1 2024Q2 2024: 606Q2 2024Q3 2024: 632Q3 2024Q4 2024: 614Q4 2024Q1 2025: 579Q1 2025Q2 2025: 640Q2 2025Q3 2025: 588Q3 2025Q4 2025: 610Q4 2025Q1 2026: 562Q1 2026Q2 2026: 539Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions100$228.2M
Exits48$280.6M

All 13F filers, Q1 2024 → Q2 2024: 41,969,085 shares bought and 29,979,469 shares sold, net +11,989,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 606 holders

State of Tennessee, Department of Treasury 2.11% Reduce -0.2% 10,312,048 $575.2M
Morgan Stanley 0.04% Add +11.7% 10,068,998 $561.6M
BlackRock Inc. 0.01% Add +43.6% 8,842,658 $493.2M
Bank of New York Mellon Corp 0.08% Add +391.8% 7,739,052 $431.7M
Arrowstreet Capital, Limited Partnership 0.31% Add +6.4% 6,404,179 $357.2M
Northern Trust Corp. 0.06% Add +5.0% 6,024,677 $336.1M
Connor, Clark & Lunn Investment Management Ltd. 1.34% Add +380.5% 5,718,079 $319.0M
JPMorgan Chase & Co. 0.03% Add +25.2% 5,611,168 $313.0M
Bank of America Corp. 0.02% Add +22.8% 4,182,537 $233.3M
Varma Mutual Pension Insurance Co 1.65% Add +386.7% 3,675,921 $205.0M
Deutsche Bank AG 0.08% Reduce -1.2% 3,125,927 $174.4M
Goldman Sachs Group Inc. 0.03% Add +23.7% 2,765,149 $154.2M
FIL Ltd 0.15% Add +624.6% 2,703,032 $150.8M
Wells Fargo & Company 0.04% Add +25.6% 2,552,939 $142.4M
Ensign Peak Advisors, Inc 0.25% Add +10.6% 2,468,705 $137.7M
Euclidean Capital LLC 17.00% No change 2,425,144 $135.3M
Schonfeld Strategic Advisors LLC 1.02% New 2,364,609 $131.9M
Phoenix Financial Ltd. 1.91% Add +22.5% 2,250,132 $125.5M
Millburn Ridgefield LLC 3.21% Add +5.1% 2,156,192 $120.3M
Catalyst Capital Advisors LLC 2.78% Add +5.1% 2,156,192 $120.3M
UBS Group AG 0.04% Add +9.2% 2,121,944 $118.4M
Citigroup Inc. 0.11% Add +1.0% 2,115,068 $118.0M
MBB Public Markets I LLC 2.14% Add +1337.1% 1,861,500 $103.8M
Franklin Resources Inc. 0.03% Reduce -23.4% 1,800,845 $100.5M
Old Mission Capital LLC 2.60% Reduce -15.2% 1,773,715 $98.9M
Ameriprise Financial Inc. 0.03% Add +15.0% 1,687,742 $94.1M
LPL Financial LLC 0.05% Add +25.0% 1,658,925 $92.5M
3EDGE Asset Management, LP 7.16% Add +69.3% 1,635,809 $91.2M
Nipun Capital, L.P. 63.44% Add +12.0% 1,594,345 $88.9M
BNP Paribas Financial Markets 0.09% Add +133.8% 1,538,591 $85.8M
State Street Corp. 0.00% Add +8.6% 1,512,546 $84.4M
Wellington Management Group LLP 0.01% Add +3.4% 1,412,551 $78.8M
Raymond James & Associates 0.05% Add +32.2% 1,407,867 $78.5M
Amundi 0.03% Reduce -8.7% 1,267,386 $71.3M
Rafferty Asset Management, LLC 0.23% Add +29.7% 1,098,785 $61.3M
Axiom Investors LLC 0.50% Reduce -6.4% 1,038,600 $57.9M
Barrow Hanley Mewhinney & Strauss LLC 0.19% Add +110.3% 1,014,507 $56.6M
Martin Currie Ltd. 1.92% Add +36.1% 958,825 $53.5M
Korea Investment CORP 0.13% No change 947,515 $52.9M
Bank of Nova Scotia 0.10% Add +239.4% 935,243 $52.2M
DRW Securities, LLC 3.00% Reduce -14.9% 876,814 $48.9M
Ninety One UK Ltd 0.13% Reduce -40.5% 858,724 $47.9M
Royal Bank of Canada 0.01% Reduce -29.5% 820,182 $45.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.46% Add +20.1% 790,553 $44.1M
Alliancebernstein L.P. 0.01% Add +10.5% 773,175 $43.1M
Manufacturers Life Insurance Company, The 0.04% Add +75.3% 744,835 $41.5M
Richard Bernstein Advisors LLC 0.88% Reduce -2.8% 711,800 $39.7M
Susquehanna International Group Ltd. 9.65% Add +1625.3% 690,110 $38.5M
Twin Tree Management, LP 1.09% Add +53.1% 662,929 $37.0M
Susquehanna International Group, LLP 0.06% Reduce -69.6% 593,843 $33.1M
Neuberger Berman Group LLC 0.03% Add +0.3% 587,392 $32.8M
Gray Foundation 9.55% No change 559,648 $31.2M
Mirae Asset Global Investments Co., Ltd. 0.15% Add +14.1% 611,326 $30.5M
Diversify Advisory Services, LLC 1.67% Add +15.8% 536,207 $30.5M
HighTower Advisors, LLC 0.05% Add +249.3% 529,493 $29.5M
Comerica Bank 0.12% Add +9.1% 521,203 $29.1M
FMR LLC 0.00% Add +288.2% 519,434 $29.0M
Prudential PLC 0.20% Add +1136.0% 514,787 $28.7M
Jane Street Group, LLC 0.03% Reduce -96.9% 498,779 $27.8M
Yousif Capital Management, LLC 0.31% Add +10.6% 493,754 $27.5M
Rice Partnership, LLC 5.92% Add +0.9% 488,529 $27.3M
Allspring Global Investments Holdings, LLC 0.04% Add +1.6% 480,250 $26.8M
Commonwealth Equity Services, LLC 0.04% Add +162.1% 466,672 $26.0M
Truist Financial Corp. 0.04% Add +23.5% 418,773 $23.4M
M&T Bank Corp 0.08% Reduce -5.2% 400,400 $22.3M
Principal Financial Group Inc. 0.01% Reduce -0.9% 396,692 $22.1M
Qtron Investments LLC 3.17% Add +14.9% 392,714 $21.9M
Invesco Ltd. 0.00% Add +5.5% 377,569 $21.1M
Barclays PLC 0.01% Reduce -6.6% 372,864 $20.8M
Prudential Financial Inc. 0.03% Add +7.0% 372,632 $20.8M
Bensler, LLC 2.75% Add +3.2% 367,002 $20.5M
Freemont Capital Pte Ltd 46.48% Add +34.5% 356,500 $19.9M
New York Life Investment Management LLC 0.20% Add +75.5% 351,827 $19.6M
Sun Life Financial Inc. 1.14% Add +9.8% 341,100 $19.0M
STRS Ohio 0.07% No change 339,398 $18.9M
Panagora Asset Management Inc. 0.09% Add +5.7% 338,428 $18.9M
Schroder Investment Management Group 0.02% Add +5.3% 334,802 $18.7M
Cambridge Investment Research Advisors, Inc. 0.07% Add +280.6% 323,001 $18.0M
Squarepoint Ops LLC 0.07% Add +985.6% 322,997 $18.0M
Rock Creek Group LLC 2.34% Reduce -32.9% 314,220 $17.5M
Mutual of America Capital Management LLC 0.18% No change 300,761 $16.8M
Fullerton Fund Management Co Ltd. 0.75% Reduce -45.9% 298,756 $16.7M
ClariVest Asset Management LLC 1.61% No change 283,614 $15.8M
Osaic Holdings, Inc. 0.04% Add +43.1% 274,708 $15.3M
Vestcor Inc 0.51% Add +36.8% 270,810 $15.1M
Man Group plc 0.04% Reduce -58.5% 269,800 $15.0M
Rhumbline Advisers 0.01% Reduce -39.3% 265,113 $14.8M
SG Americas Securities, LLC 0.09% Add +57.3% 257,871 $14.4M
HSBC Holdings PLC 0.01% Add +81.8% 257,794 $14.4M
Stifel Financial Corp. 0.02% Add +26.1% 255,733 $14.3M
Elo Mutual Pension Insurance Co 0.33% Reduce -55.2% 253,400 $14.1M
Spinnaker Trust 0.83% Add +1.2% 232,710 $13.0M
Balyasny Asset Management L.P. 0.03% Add +598.0% 227,152 $12.7M
New Harbor Financial Group, LLC 3.96% Add +2.7% 213,188 $11.9M
Townsquare Capital LLC 0.16% Add +69.4% 212,682 $11.9M
Bank of Montreal 0.00% Add +380.9% 212,484 $11.7M
Globeflex Capital L P 1.12% Add +244.0% 192,737 $10.8M
Perpetual Ltd 0.11% Reduce -29.6% 183,593 $10.2M
Chicago Wealth Management, Inc. 5.74% New 178,831 $10.0M
Tudor Investment Corporation 0.11% Add +154.8% 177,645 $9.9M
Randolph Co Inc 1.17% Add +0.1% 171,633 $9.6M
Sei Investments Co. 0.01% Add +8.2% 169,757 $9.5M
Blue Square Asset Management, LLC 5.22% Add +20.7% 160,684 $9.0M
Orion Porfolio Solutions, LLC 0.09% Add +149.0% 156,528 $8.7M
Orion Portfolio Solutions, LLC 0.09% Add +149.0% 156,528 $8.7M
Oaktree Fund Advisors, LLC 8.22% Add +524.2% 155,684 $8.7M
Waterloo Capital, L.P. 1.03% Add +2.3% 153,779 $8.6M
Cornerstone Capital, Inc. 0.84% Reduce -1.0% 148,757 $8.3M
Vontobel Holding Ltd. 0.03% Reduce -8.0% 141,209 $7.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -8.7% 138,579 $7.7M
Raymond James Financial Services Advisors, Inc. 0.01% Add +130.9% 137,605 $7.7M
Bedell Frazier Investment Counselling, LLC 1.83% Reduce -1.7% 136,017 $7.6M
Harding Loevner LP 0.04% Reduce -6.7% 134,884 $7.5M
Avidian Wealth Enterprises, LLC 0.36% Add +4.1% 133,138 $7.4M
FWL Investment Management, LLC 3.73% Add +139.5% 132,706 $7.4M
Cullen Capital Management, LLC 0.08% Reduce -22.9% 132,084 $7.4M
State of New Jersey Common Pension Fund D 0.03% Reduce -32.4% 131,746 $7.3M
Fortis Group Advisors, LLC 1.44% Add +1.6% 129,807 $7.2M
Envestnet Asset Management Inc. 0.00% Add +90.5% 127,593 $7.1M
Banque Pictet & Cie SA 0.07% Reduce -0.6% 125,462 $7.0M
US Bancorp \de 0.01% Add +35.1% 125,334 $7.0M
Peak Financial Advisors LLC 3.92% Add +1.1% 122,371 $6.8M
Voya Investment Management LLC 0.01% Reduce -12.6% 120,021 $6.7M
Blair William & Co. 0.02% Add +3.0% 115,476 $6.4M
Marshall Wace, LLP 0.01% Reduce -79.7% 112,597 $6.3M
Ninety One North America, Inc. 0.32% Add +26.8% 112,081 $6.3M
Sands Capital Management, LLC 0.02% Reduce -37.6% 111,999 $6.2M
D.A. Davidson & Co. 0.05% Add +4.7% 108,234 $6.0M
Dumac, Inc. 18.97% New 106,000 $5.9M
Citadel Advisors 0.01% Reduce -83.3% 105,921 $5.9M
Stratos Wealth Advisors, LLC 0.29% Add +66.2% 105,325 $5.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.2% 104,962 $5.8M
Checchi Capital Advisers, LLC 0.46% Add +8.9% 104,724 $5.8M
Moran Wealth Management, LLC 0.19% New 104,415 $5.8M
Strategic Wealth Partners, Ltd. 0.59% New 101,022 $5.6M
Millennium Management 0.00% New 97,527 $5.4M
Creative Planning 0.01% Add +13.2% 96,657 $5.4M
Bricktown Capital, LLC 1.09% New 96,321 $5.4M
Oak Family Advisors, LLC 2.04% Add +23.3% 96,201 $5.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -23.4% 96,190 $5.4M
State of Wyoming 0.88% Add +1.1% 95,720 $5.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -8.9% 95,700 $5.3M
Private Advisory Group LLC 0.70% Add +10.8% 95,277 $5.3M
Pinnacle Associates Ltd. 0.08% Add +47.9% 91,930 $5.1M
Bcwm, LLC 1.83% Reduce -0.3% 91,336 $5.1M
Custos Family Office, LLC 2.02% Add +8.0% 90,781 $5.1M
NewSquare Capital LLC 0.43% Add +7.9% 93,237 $5.0M
Causeway Capital Management LLC 0.14% Reduce -11.3% 89,847 $5.0M
Knollwood Investment Advisory, LLC 0.55% Add +2.6% 88,875 $5.0M
American Century Companies Inc. 0.00% New 86,811 $4.8M
NBW Capital LLC 0.95% Reduce -0.5% 86,509 $4.8M
Ameliora Wealth Management Ltd. 2.18% Add +120.2% 86,290 $4.8M
Proficio Capital Partners LLC 0.50% Reduce -1.2% 85,730 $4.8M
Candriam S.C.A. 0.03% Reduce -46.3% 84,000 $4.7M
New Wave Wealth Advisors LLC 2.48% — 82,893 $4.6M
Meitav Investment House Ltd. 0.08% Reduce -82.0% 80,995 $4.5M
All Season Financial Advisors, Inc. 4.05% Add +18.2% 80,056 $4.5M
Innealta Capital, LLC 1.47% Add +34.8% 79,453 $4.4M
Heck Capital Advisors, LLC 0.55% Reduce -15.9% 79,193 $4.4M
Gimbal Financial 3.18% New 75,917 $4.3M
Renaissance Technologies 0.01% Reduce -12.6% 77,300 $4.3M
National Bank of Canada 0.01% Add +0.3% 76,644 $4.3M
City of London Investment Management Co. Ltd. 0.35% New 74,000 $4.1M
TD Waterhouse Canada Inc. 0.04% Add +1.5% 70,985 $4.0M
Integrated Wealth Concepts LLC 0.05% Reduce -45.8% 70,904 $4.0M
Aberdeen Group plc 0.01% Reduce -2.7% 70,856 $4.0M
Wealthfront Advisers LLC 0.01% Add +17.0% 70,307 $3.9M
GTS Securities LLC 0.08% Add +62.0% 70,058 $3.9M
First Trust Advisors LP 0.00% Add +0.4% 69,728 $3.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.12% Reduce -36.7% 68,452 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +26.8% 68,224 $3.8M
Pekin Hardy Strauss, Inc. 0.51% Add +4.7% 66,697 $3.7M
Partners Capital Investment Group, LLP 0.06% Add +131.6% 65,562 $3.7M
Keeler Thomas Management LLC 1.24% Add +3.0% 65,185 $3.6M
Cibc World Market Inc. 0.01% Add +23.7% 65,063 $3.6M
Trivium Point Advisory, LLC 0.54% Add +861.7% 64,828 $3.6M
Aspen Grove Capital, LLC 0.85% Reduce -25.5% 64,759 $3.6M
Scalar Gauge Management, LLC 2.08% No change 64,000 $3.6M
Pictet North America Advisors SA 0.39% Reduce -17.3% 63,674 $3.6M
Abbrea Capital, LLC 0.46% Add +133.9% 62,271 $3.5M
Cetera Investment Advisers 0.01% Add +54.2% 60,878 $3.4M
Pinebridge Investments, L.P. 0.03% Reduce -5.5% 60,581 $3.4M
Composition Wealth, LLC 0.08% Reduce -6.0% 60,121 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +881.3% 59,947 $3.3M
Meditor Group Ltd 6.15% No change 59,400 $3.3M
Federation des caisses Desjardins du Quebec 0.02% Add +48.1% 58,239 $3.2M
Cary Street Partners Investment Advisory LLC 0.13% Add +1.7% 57,663 $3.2M
Cresset Asset Management, LLC 0.01% Reduce -0.7% 57,460 $3.2M
Gratus Capital, LLC 0.13% Add +13.5% 56,750 $3.2M
Pictet Asset Management Holding SA 0.00% Reduce -7.7% 55,531 $3.1M
Eagle Strategies LLC 0.59% New 55,493 $3.1M
Discovery Capital Management, LLC / CT 0.42% Add +201.9% 55,181 $3.1M
TAP Consulting, LLC 0.65% Add +6.3% 54,946 $3.1M
Vestmark Advisory Solutions, Inc. 0.12% Add +2.1% 53,585 $3.0M
Caption Management, LLC 0.32% New 53,007 $3.0M
LCNB Corp. 1.10% Add +0.0% 52,687 $2.9M
Oppenheimer & Co. Inc. 0.05% Add +35.7% 52,483 $2.9M
Hosking Partners LLP 0.11% Reduce -41.0% 52,316 $2.9M
Waycross Investment Management Co 2.81% Add +198.9% 52,204 $2.9M
Raymond James Trust N.A. 0.07% Add +312.8% 52,189 $2.9M
Rockefeller Capital Management L.P. 0.01% Add +46.9% 51,583 $2.9M
Alliance Wealth Advisors, LLC 0.84% Add +72.5% 51,133 $2.9M
Banque Cantonale Vaudoise 0.11% Reduce -11.2% 50,540 $2.8M
Prostatis Group LLC 0.97% New 49,339 $2.8M
Founders Financial Securities LLC 0.25% Add +2.3% 48,310 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +12.8% 48,208 $2.7M
Baird Financial Group, Inc. 0.01% Add +1.0% 48,178 $2.7M
Continuum Advisory, LLC 0.39% Add +1.4% 48,094 $2.7M
Park Edge Advisors, LLC 0.82% New 48,071 $2.7M
Tikvah Management LLC 0.86% No change 47,200 $2.6M
NewEdge Advisors, LLC 0.02% Add +172.0% 46,991 $2.6M
Ssi Investment Management LLC 1.02% Reduce -2.0% 46,379 $2.6M
Corient Private Wealth LP 0.00% Add +79.9% 46,004 $2.6M
Migdal Insurance & Financial Holdings Ltd. 0.04% Add +37.4% 45,600 $2.5M
Headlands Technologies LLC 0.26% Add +728.1% 44,062 $2.5M
Atom Investors LP 0.24% Reduce -0.4% 42,852 $2.4M
Altfest L J & Co. Inc. 0.32% Add +45.3% 42,483 $2.4M
Pertento Partners LLP 0.30% Add +65.3% 41,582 $2.3M
Arbor Trust Wealth Advisors, LLC 1.21% Add +85.0% 41,408 $2.3M
GMO 0.01% Reduce -42.2% 41,111 $2.3M
Mechanics Bank Trust Department 0.33% Add +82.1% 41,078 $2.3M
Virtus Fund Advisers, LLC 9.00% No change 40,789 $2.3M
Independent Financial Group, LLC 0.09% New 40,785 $2.3M
Private Advisor Group, LLC 0.02% Reduce -16.8% 40,529 $2.3M
Cumberland Advisors Inc. 0.92% Reduce -1.2% 40,445 $2.3M
Janney Montgomery Scott LLC 0.01% Add +39.6% 40,278 $2.2M
Global Endowment Management, LP 0.24% Reduce -13.6% 40,000 $2.2M
Centaurus Financial, Inc. 0.15% Add +17.3% 39,950 $2.2M
Chesley Taft & Associates LLC 0.11% Add +2.6% 39,470 $2.2M
Trek Financial, LLC 0.17% Reduce -6.8% 38,703 $2.2M
Picton Mahoney Asset Management 0.09% Reduce -4.9% 38,251 $2.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +59.3% 38,152 $2.1M
Marvin & Palmer Associates Inc. 2.06% Reduce -33.9% 27,092 $2.1M
Cornerstone Enterprises, LLC 1.38% Add +1.5% 37,237 $2.1M
Sanctuary Advisors, LLC 0.01% — 39,444 $2.1M
Channing Global Advisors, LLC 1.72% Reduce -42.7% 36,956 $2.1M
Balefire, LLC 0.73% Add +75.3% 36,795 $2.1M
Portside Wealth Group, LLC 0.38% Add +98.6% 36,146 $2.0M
Russell Investments Group, Ltd. 0.00% Add +221.5% 35,907 $2.0M
Snowden Capital Advisors LLC 0.06% Add +5.4% 35,725 $2.0M
Coastline Trust Co 0.23% Add +9.1% 35,664 $2.0M
MML Investors Services, LLC 0.01% Reduce -28.0% 35,562 $2.0M
Texas Yale Capital Corp. 0.09% No change 35,450 $2.0M
Perigon Wealth Management, LLC 0.06% Add +65.7% 35,275 $2.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.23% No change 35,000 $2.0M
Scotia Capital Inc. 0.01% Add +21.7% 34,484 $1.9M
Milestone Asset Management, LLC 0.48% Add +23.2% 34,188 $1.9M
Kestra Advisory Services, LLC 0.01% Add +386.1% 34,058 $1.9M
Summit Financial, LLC 0.09% Add +5.8% 33,871 $1.9M
Anderson Hoagland & Co. 0.20% New 32,954 $1.9M
Sumitomo Mitsui Financial Group, Inc. 0.06% Add +64.5% 33,412 $1.9M
Arete Wealth Advisors, LLC 0.15% Add +52.5% 32,129 $1.8M
Avanda Investment Management Pte. Ltd. 0.27% Reduce -28.5% 31,860 $1.8M
AIA Group Ltd 0.05% No change 31,835 $1.8M
Summit Trail Advisors, LLC 0.05% Reduce -77.3% 31,645 $1.8M
Kestra Private Wealth Services, LLC 0.04% Add +133.7% 31,305 $1.7M
Capula Management Ltd 0.02% Reduce -25.2% 31,300 $1.7M
Primoris Wealth Advisors, LLC 1.40% Reduce -14.7% 31,299 $1.7M
Delos Wealth Advisors, LLC 1.69% Add +33.0% 31,297 $1.7M
Calamos Wealth Management LLC 0.09% Add +9.2% 30,250 $1.7M
Geneos Wealth Management Inc. 0.07% Add +7.2% 30,175 $1.7M
Evolution Wealth Advisors, LLC 0.33% Add +7.4% 29,913 $1.7M
Pathstone Holdings, LLC 0.01% Add +641.5% 28,792 $1.6M
B. Riley Wealth Advisors, Inc. 0.04% New 28,277 $1.6M
JTC Employer Solutions Trustee Ltd 0.10% New 28,000 $1.6M
Prosperity Consulting Group, LLC 0.21% Add +9.2% 27,934 $1.6M
Chicago Partners Investment Group LLC 0.06% Add +9.5% 27,388 $1.6M
Central Pacific Bank - Trust Division 0.19% No change 27,856 $1.6M
Global Retirement Partners, LLC 0.05% Add +332.1% 27,734 $1.5M
National Philanthropic Trust 0.03% No change 27,700 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% New 27,319 $1.5M
Wallace Advisory Group, LLC 1.10% Add +21.6% 27,315 $1.5M
Fiduciary Financial Group, LLC 0.36% — 26,146 $1.5M
Prospera Financial Services Inc 0.04% Add +32.0% 26,820 $1.5M
Sterling Investment Management, LLC 1.14% Reduce -6.3% 26,779 $1.5M
Solstein Capital, LLC 0.95% Reduce -19.5% 26,137 $1.5M
MRP Capital Investments, LLC 1.36% Reduce -0.5% 26,025 $1.5M
Capstone Wealth Management Group, LLC 0.94% Reduce -1.3% 25,710 $1.4M
L.M. Kohn & Company 0.39% Add +33.4% 25,629 $1.4M
Marex Group Ltd 0.04% Reduce -43.4% 25,329 $1.4M
Atria Investments, Inc 0.02% Reduce -2.1% 25,294 $1.4M
Itau Unibanco Holding S.A. 0.06% Reduce -67.9% 25,200 $1.4M
Brookstone Capital Management 0.02% Add +6.5% 24,234 $1.4M
Calton & Associates, Inc. 0.67% Reduce -5.4% 23,899 $1.3M
Baldwin Investment Management, LLC 0.18% Add +7.8% 23,753 $1.3M
Keel Point, LLC 0.12% No change 23,568 $1.3M
WESPAC Advisors, LLC 1.01% Reduce -22.0% 23,113 $1.3M
Equitable Holdings, Inc. 0.01% Add +22.4% 22,713 $1.3M
Bradley Foster & Sargent Inc. 0.02% Add +6.8% 22,680 $1.3M
WCG Wealth Advisors LLC 0.09% Add +29.9% 22,496 $1.3M
Cerity Partners LLC 0.00% Add +161.0% 22,496 $1.3M
Concurrent Investment Advisors, LLC 0.04% Reduce -29.6% 22,488 $1.3M
Qube Research & Technologies Ltd 0.00% Reduce -94.7% 22,454 $1.3M
Black Maple Capital Management LP 0.90% Add +15.8% 22,000 $1.2M
HRT Financial LP 0.01% New 21,841 $1.2M
Lazard Asset Management LLC 0.00% Reduce -25.0% 21,565 $1.2M
Thrivent Financial for Lutherans 0.00% New 21,486 $1.2M
Greenwood Capital Associates LLC 0.16% Reduce -40.5% 21,337 $1.2M
Nvwm, LLC 0.32% Reduce -0.4% 21,273 $1.2M
Mariner, LLC 0.00% Reduce -56.4% 21,260 $1.2M
Prospect Financial Services LLC 0.88% Add +14.1% 20,570 $1.1M
Sit Investment Associates Inc. 0.03% No change 20,325 $1.1M
Endowment Wealth Management, Inc. 0.82% Add +3.6% 20,183 $1.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.09% New 20,000 $1.1M
DHK Financial Advisors, Inc. 0.78% No change 20,027 $1.1M
Nwi Management LP 0.14% No change 20,000 $1.1M
Algorithmic Investment Models, LLC 0.83% Reduce -18.6% 18,961 $1.1M
Grey Ledge Advisors, LLC 0.29% No change 18,935 $1.1M
Nuveen Asset Management, LLC 0.00% No change 18,839 $1.1M
Savvy Advisors, Inc. 0.34% Reduce -1.7% 18,610 $1.0M
Advisory Services Network, LLC 0.02% Reduce -20.6% 18,247 $1.0M
Caprock Group, LLC 0.04% Add +4.8% 17,931 $1.0M
Financial Enhancement Group LLC 0.16% Reduce -2.0% 17,554 $997K
Raab & Moskowitz Asset Management LLC 0.27% Add +0.1% 17,597 $982K
Sigma Planning Corp 0.03% Add +16.6% 17,113 $955K
First Hawaiian Bank 0.03% Reduce -4.9% 17,037 $950K
OneDigital Investment Advisors LLC 0.01% New 16,788 $936K
Good Life Advisors, LLC 0.08% New 16,349 $912K
Bank Pictet & Cie (Europe) AG 0.02% Reduce -4.8% 16,200 $904K
Peak Planning Group, LLC 0.44% Add +0.7% 16,075 $897K
Rothschild Wealth LLC 0.29% Reduce -12.3% 15,933 $889K
Cornerstone Wealth Management, LLC 0.07% Add +5.4% 15,914 $888K
Rathbones Group PLC 0.00% No change 15,872 $885K
AlTi Global, Inc. 0.02% New 15,375 $858K
Legacy Bridge, LLC 0.50% Add +198.5% 15,313 $854K
Deltec Asset Management LLC 0.16% Reduce -3.2% 15,300 $853K
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.08% Reduce -94.7% 15,080 $841K
Mount Lucas Management LP 0.30% Reduce -7.6% 15,045 $839K
Clear Point Advisors Inc. 0.69% Reduce -1.6% 15,028 $838K
Atria Wealth Solutions, Inc. 0.01% Add +212.6% 15,010 $837K
Arrow Investment Advisors, LLC 0.76% Add +2.5% 14,992 $836K
Aubrey Capital Management Ltd 0.33% No change 14,987 $836K
Mutual Advisors, LLC 0.03% Add +192.0% 14,683 $835K
Tradewinds Capital Management, LLC 0.25% Reduce -97.3% 14,909 $832K
Mercer Global Advisors Inc. 0.00% Add +45.7% 14,891 $831K
CIBC Private Wealth Group LLC 0.00% Reduce -3.2% 14,302 $810K
Flagstar Securities, Inc. 0.22% Add +29.7% 14,460 $807K
Beacon Pointe Advisors, LLC 0.01% Reduce -21.1% 14,388 $803K
Jackson Hole Capital Partners, LLC 0.17% Add +23.4% 14,084 $786K
Montag A & Associates Inc. 0.04% Add +32.8% 13,923 $777K
PFG Advisors 0.05% Add +80.1% 13,901 $775K
Wexford Capital LP 0.19% Reduce -75.1% 13,580 $757K
Wedbush Securities Inc. 0.03% Add +8.6% 13,547 $756K
Riverview Capital Advisers, LLC 0.25% New 13,425 $749K
Sage Capital Management, LLC 0.39% No change 13,357 $745K
Sagace Wealth Management LLC 0.72% — 12,911 $731K
Simplex Trading, LLC 0.02% Reduce -90.2% 13,051 $727K
Visionary Wealth Advisors 0.05% Add +38.9% 12,963 $723K
Whittier Trust Co. 0.01% No change 12,919 $720K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.22% New 12,769 $712K
Almanack Investment Partners, LLC. 0.12% Add +2.2% 12,763 $712K
Relative Value Partners Group, LLC 0.09% New 12,706 $709K
Lake Street Private Wealth, LLC 0.09% Reduce -8.0% 12,706 $709K
Boltwood Capital Management 0.22% Add +13.0% 12,575 $701K
Brighton Jones LLC 0.02% Add +75.5% 12,157 $678K
Riverpoint Wealth Management Holdings, LLC 0.19% No change 12,117 $676K
Dimension Capital Management LLC 0.14% Add +3.1% 12,076 $674K
WMS Partners, LLC 0.04% No change 12,043 $672K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 12,019 $670K
Forefront Analytics, LLC 0.32% Reduce -14.1% 11,931 $666K
Compound Planning, Inc. 0.05% Add +11.1% 11,557 $645K
Savior LLC 3.34% New 11,518 $642K
American Institute for Advanced Investment Management, LLP 0.49% New 11,485 $641K
Financial Network Wealth Advisors LLC 0.47% Add +79.2% 11,269 $629K
J.W. Cole Advisors, Inc. 0.03% Add +22.1% 11,249 $627K
Moneda S.A. Administradora General de Fondos 0.43% Reduce -27.4% 11,090 $619K
Kercheville Advisors, LLC 0.27% Add +37.5% 11,000 $614K
SpiderRock Advisors, LLC 0.02% New 10,667 $595K
Steward Partners Investment Advisory, LLC 0.01% Add +18.4% 10,393 $580K
Apollon Wealth Management, LLC 0.02% Add +11.3% 10,389 $579K
Patten & Patten Inc. 0.04% Add +31.0% 10,356 $578K
Avior Wealth Management, LLC 0.02% Add +18.6% 10,316 $575K
Heartwood Wealth Advisors LLC 0.07% Add +0.3% 10,208 $569K
Compagnie Lombard Odier SCmA 0.01% No change 10,205 $569K
BigSur Wealth Management LLC 0.17% New 10,000 $558K
Brown Advisory Inc. 0.00% New 9,848 $549K
Ifrah Financial Services, Inc. 0.16% Add +0.4% 9,818 $548K
Ehrlich Financial Group 0.43% New 9,722 $542K
IHT Wealth Management, LLC 0.02% Add +58.2% 9,585 $535K
Oxbow Advisors, LLC 0.06% Add +50.0% 9,450 $527K
Oxinas Partners, LLC 0.35% New 9,342 $521K
Ameritas Investment Partners, Inc. 0.02% Add +168.9% 9,330 $520K
GFS Advisors, LLC 0.08% Reduce -97.5% 333 $515K
Easterly Investment Partners LLC 0.05% No change 9,210 $514K
AlphaCore Capital LLC 0.12% Reduce -3.0% 9,120 $509K
IFG Advisory, LLC 0.03% New 9,089 $507K
OneAscent Financial Services LLC 0.07% Add +6.6% 9,067 $506K
Lodestar Private Asset Management LLC 0.07% No change 9,051 $505K
Axxcess Wealth Management, LLC 0.01% Reduce -6.0% 9,007 $502K
1832 Asset Management L.P. 0.00% No change 9,000 $502K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -89.3% 8,835 $493K
Twin Lakes Capital Management, LLC 0.34% No change 8,811 $491K
Alliance Wealth Advisors, LLC 0.30% No change 8,600 $480K
Empirical Asset Management, LLC 0.18% New 8,591 $479K
Bank Pictet & Cie (asia) Ltd. 0.16% No change 8,582 $479K
McAdam, LLC 0.03% Add +1.1% 8,545 $477K
EverSource Wealth Advisors, LLC 0.03% Add +12.5% 8,190 $470K
Naples Global Advisors, LLC 0.05% Add +2.5% 8,350 $466K
Werba Rubin Papier Wealth Management 0.13% Add +32.9% 8,340 $465K
BOCHK Asset Management Ltd 0.15% Add +388.2% 8,300 $463K
Van Hulzen Asset Management, LLC 0.03% Add +14.6% 8,289 $462K
Greenland Capital Management LP 0.10% New 8,101 $452K
Diversify Wealth Management, LLC 0.06% — 8,216 $451K
Ameritas Advisory Services, LLC 0.02% Add +51.7% 7,925 $442K
Leibman Financial Services, Inc. 0.33% Reduce -7.5% 7,900 $441K
Sonoma Private Wealth LLC 0.71% Add +32.3% 7,883 $440K
Avantax Advisory Services, Inc. 0.00% Add +26.0% 7,765 $433K
Strait & Sound Wealth Management LLC 0.22% New 7,652 $427K
Beverly Hills Private Wealth, LLC 0.09% Add +95.5% 7,625 $425K
Ieq Capital, LLC 0.01% No change 7,563 $422K
Leavell Investment Management, Inc. 0.02% Add +20.6% 7,533 $420K
Strategic Global Advisors, LLC 0.09% No change 7,520 $419K
Davis R M Inc. 0.01% New 7,500 $418K
Integrated Advisors Network LLC 0.02% Add +22.2% 7,402 $413K
Wambolt & Associates, LLC 0.12% Reduce -18.2% 7,241 $407K
Sunbelt Securities, Inc. 0.04% Reduce -16.7% 7,286 $406K
Blue Trust, Inc. 0.01% Add +13.8% 7,873 $406K
Insigneo Advisory Services, LLC 0.05% Add +37.7% 7,310 $401K
Investment Partners, LTD. 0.18% No change 7,087 $395K
Fiduciary Trust Co 0.01% No change 7,060 $394K
Polymer Capital Management (HK) LTD 0.08% Reduce -9.1% 7,000 $390K
Stevens Capital Management LP 0.13% New 7,000 $390K
Chatham Capital Group, Inc. 0.07% No change 6,975 $389K
Capasso Planning Partners LLC 0.13% New 6,959 $388K
Stratos Wealth Partners, LTD. 0.01% Add +17.5% 6,845 $382K
Mgo One Seven LLC 0.02% New 6,832 $381K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -2.4% 6,801 $379K
Walkner Condon Financial Advisors LLC 0.08% No change 6,754 $377K
Jones Financial Companies LLLP 0.00% New 6,652 $371K
Beacon Financial Advisory LLC 0.14% New 6,615 $369K
Emfo, LLC 0.33% No change 6,525 $364K
Private Client Services, LLC 0.23% Add +2.3% 6,490 $362K
Mather Group, Llc. 0.00% Add +24.1% 6,944 $358K
PACK Private Wealth, LLC 0.22% Add +8.3% 6,233 $348K
New England Private Wealth Advisors LLC 0.06% No change 6,220 $347K
Gateway Wealth Partners, LLC 0.10% Add +26.8% 6,168 $344K
BlueChip Wealth Advisors LLC 0.20% Reduce -20.4% 6,163 $344K
Lido Advisors, LLC 0.00% Reduce -3.7% 6,162 $344K
North Star Investment Management Corp. 0.03% Reduce -16.6% 6,139 $342K
Alps Advisors Inc. 0.00% Add +33.1% 6,129 $342K
Prime Capital Investment Advisors, LLC 0.01% Reduce -25.1% 6,095 $340K
Symphony Financial, Ltd. Co. 0.06% New 6,012 $337K
IFP Advisors, Inc 0.01% Add +1.9% 6,015 $336K
Choreo, LLC 0.01% New 5,974 $335K
Signaturefd, LLC 0.01% No change 6,004 $335K
Boothbay Fund Management, LLC 0.01% Reduce -86.2% 5,989 $334K
Prosperity Planning, Inc. 0.11% No change 5,858 $327K
FineMark National Bank & Trust 0.01% No change 5,854 $327K
Edgestream Partners, L.P. 0.02% Reduce -30.4% 5,725 $319K
Fernwood Investment Management, LLC 0.10% Add +9.6% 5,715 $319K
First Heartland Consultants, Inc. 0.03% Reduce -1.5% 5,705 $318K
Fort Sheridan Advisors LLC 0.05% Add +32.8% 5,670 $316K
Nikulski Financial, Inc. 0.10% No change 5,639 $315K
Advisory Alpha, LLC 0.01% Reduce -3.7% 5,628 $314K
Waterfront Wealth Inc. 0.08% Add +0.1% 5,597 $312K
Matrix Private Capital Group LLC 0.19% Add +2.3% 5,544 $309K
Norden Group LLC 0.06% Add +38.5% 5,538 $309K
Fairway Wealth LLC 0.18% No change 5,527 $308K
Empower Advisory Group, LLC 0.00% New 5,439 $303K
IPG Investment Advisors LLC 0.07% New 5,419 $302K
Gibbs Wealth Management 0.12% New 5,404 $301K
Castleview Partners, LLC 0.17% Add +100.9% 5,397 $301K
Regal Investment Advisors LLC 0.02% Add +10.0% 5,358 $299K
Advance Capital Management, Inc. 0.01% Reduce -0.6% 5,201 $290K
Sound Income Strategies, LLC 0.02% New 5,180 $289K
Geller Advisors LLC 0.02% No change 5,150 $287K
Brasada Capital Management, LP 0.05% No change 5,000 $284K
Moneta Group Investment Advisors LLC 0.00% New 5,094 $284K
Eastover Investment Advisors LLC 0.14% Add +0.1% 5,037 $283K
Intellectus Partners, LLC 0.08% Reduce -6.5% 5,072 $283K
Loomis Sayles & Co. L P 0.00% Add +93.1% 4,987 $278K
Busey Bank 0.01% No change 4,981 $278K
MBA Advisors LLC 0.14% New 4,948 $276K
Captrust Financial Advisors 0.00% Add +18.3% 4,842 $270K
Dark Forest Capital Management LP 0.05% New 4,829 $269K
Nadler Financial Group, Inc. 0.03% No change 4,733 $264K
Strategic Blueprint, LLC 0.02% New 4,714 $263K
JGP Wealth Management, LLC 0.04% Add +7.7% 4,702 $262K
Allie Family Office LLC 0.16% New 4,654 $260K
Focus Partners Advisor Solutions, LLC 0.01% New 4,620 $258K
Certuity, LLC 0.02% New 4,536 $253K
Matrix Trust Co 0.06% Add +66.0% 4,520 $252K
BlackDiamond Wealth Management, LLC 0.17% Add +1.3% 4,515 $252K
Independent Investors Inc. 0.06% New 4,500 $251K
Main Street Financial Solutions, LLC 0.02% Reduce -7.5% 4,470 $249K
Lynx Investment Advisory 0.18% — 4,386 $245K
Regimen Wealth, LLC 0.08% New 4,310 $240K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.06% Reduce -96.0% 4,248 $237K
Nations Financial Group Inc, /Ia/ 0.02% New 4,236 $236K
Moody Aldrich Partners LLC 0.05% New 4,152 $232K
Waverly Advisors, LLC 0.00% No change 4,101 $229K
Silverleafe Capital Partners, LLC 0.08% New 4,088 $228K
Seven Mile Advisory 0.16% New 4,020 $224K
Kingswood Wealth Advisors, LLC 0.02% New 3,930 $219K
Vident Advisory, LLC 0.01% No change 3,926 $219K
Wealthspire Retirement, LLC 0.02% Reduce -7.6% 3,922 $219K
Silverlake Wealth Management LLC 0.09% New 3,920 $219K
Laffer Tengler Investments, Inc. 0.06% Reduce -5.4% 3,843 $214K
Modus Advisors, LLC 0.08% New 3,839 $214K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -9.3% 3,830 $214K
Winthrop Advisory Group LLC 0.03% New 3,765 $210K
Koshinski Asset Management, Inc. 0.02% New 3,661 $208K
Modern Wealth Management, LLC 0.02% New 3,688 $206K
Schaper Benz & Wise Investment Counsel Inc. 0.02% New 3,650 $204K
Phraction Management LLC 0.08% New 3,606 $201K
Arax Advisory Partners 0.02% Add +76.5% 3,396 $189K
Atticus Wealth Management, LLC 0.06% Add +5.1% 3,157 $176K
ORG Partners LLC 0.02% New 3,051 $171K
Thompson Investment Management, Inc. 0.03% No change 2,900 $162K
Pension & Wealth Management Advisors, Inc. 0.09% Add +11.6% 2,656 $148K
NFSG Corp 0.05% Reduce -17.1% 2,605 $145K
Hobbs Group Advisors, LLC 0.05% — 2,550 $142K
Wagner Wealth Management, LLC 0.04% New 2,545 $142K
Bogart Wealth, LLC 0.01% Add +287.2% 2,459 $137K
AlphaCentric Advisors LLC 0.09% Reduce -4.6% 2,308 $129K
MassMutual Private Wealth & Trust, FSB 0.00% New 2,055 $115K
O'shaughnessy Asset Management, LLC 0.00% Add +1.9% 2,008 $112K
EP Wealth Advisors, LLC 0.00% New 1,992 $111K
Register Financial Advisors LLC 0.05% Add +15.1% 1,902 $106K
Glen Eagle Advisors, LLC 0.02% Reduce -5.1% 1,866 $104K
Lindbrook Capital, LLC 0.01% No change 1,816 $101K
Harbour Investments, Inc. 0.00% Add +21.1% 1,725 $96K
Ancora Advisors LLC 0.00% No change 1,600 $89K
Glenmede Trust Co. NA 0.00% Add +932.3% 1,600 $89K
Allworth Financial LP 0.00% Add +360.5% 1,584 $89K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,575 $88K
International Assets Investment Management, LLC 0.01% New 1,461 $81K
Tower Research Capital LLC (TRC) 0.00% Add +79.4% 1,331 $74K
Private Trust Co. NA 0.01% Add +208.3% 1,264 $71K
Bessemer Group Inc. 0.00% No change 1,200 $67K
Webster Bank, N. A. 0.01% No change 1,180 $66K
Spire Wealth Management 0.00% Reduce -1.2% 1,139 $64K
Creative Financial Designs Inc. 0.01% No change 1,127 $63K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 1,100 $61K
Assetmark, Inc. 0.00% No change 1,084 $60K
Farther Finance Advisors, LLC 0.00% Add +306.8% 1,017 $57K
Capital Advisors, Ltd. LLC 0.01% No change 1,000 $56K
Spectrum Wealth Counsel, LLC 0.01% Reduce -22.1% 1,003 $56K
Key Financial Inc 0.01% No change 978 $55K
Parallel Advisors, LLC 0.00% Reduce -28.7% 973 $54K
Cwm, LLC 0.00% Reduce -17.6% 937 $52K
Game Plan Financial Advisors, LLC 0.02% New 800 $45K
Family Manage LLC 0.01% New 800 $45K
Rothschild Investment LLC 0.00% No change 797 $44K
Fortitude Family Office, LLC 0.02% New 664 $37K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -7.2% 672 $37K
Park Place Capital Corp 0.01% New 645 $36K
JDM Financial Group LLC 0.02% No change 632 $35K
Realta Investment Advisors 0.01% Reduce -63.6% 600 $33K
Founders Capital Management 0.02% New 500 $28K
Abound Wealth Management 0.01% New 500 $28K
Manchester Capital Management LLC 0.00% New 490 $27K
Principal Securities, Inc. 0.00% No change 470 $26K
Angeles Wealth Management, LLC 0.00% New 451 $25K
Parkside Financial Bank & Trust 0.00% Add +4.9% 430 $24K
Westside Investment Management, Inc. 0.01% Add +100.0% 400 $22K
4Thought Financial Group Inc. 0.01% Reduce -0.3% 383 $21K
Cardiff Park Advisors, LLC 0.00% No change 370 $21K
Cassady Schiller Wealth Management, LLC 0.01% New 366 $20K
GHP Investment Advisors, Inc. 0.00% Add +12.3% 337 $19K
Asset Dedication, LLC 0.00% No change 317 $18K
Glass Jacobson Investment Advisors llc 0.01% No change 314 $18K
LFA - Lugano Financial Advisors SA 0.01% No change 251 $14K
Breakwater Investment Management 0.01% No change 235 $13K
Sachetta, LLC 0.00% New 200 $11K
Capital Investment Advisory Services, LLC 0.00% No change 200 $11K
Toronto Dominion Bank 0.00% Reduce -69.3% 197 $11K
Global Trust Asset Management, LLC 0.00% No change 187 $10K
Concourse Financial Group Securities, Inc. 0.00% No change 185 $10K
WealthShield Partners, LLC 0.00% No change 183 $10K
Smithfield Trust Co 0.00% No change 192 $10K
Covestor Ltd 0.01% Reduce -14.3% 162 $9K
Capital Analysts, LLC 0.00% No change 155 $9K
CoreCap Advisors, LLC 0.00% Reduce -18.2% 157 $9K
Larson Financial Group LLC 0.00% Add +15.0% 153 $9K
Hilltop National Bank 0.00% New 150 $8K
Hoey Investments, Inc. 0.00% New 150 $8K
Carolinas Wealth Consulting LLC 0.00% Reduce -97.5% 130 $7K
Institutional & Family Asset Management, LLC 0.00% Add +25.0% 125 $7K
TD Capital Management LLC 0.00% No change 107 $6K
Marquette Asset Management, LLC 0.00% No change 107 $6K
Rise Advisors, LLC 0.00% Add +100.0% 100 $6K
Carolina Wealth Advisors, LLC 0.00% No change 100 $6K
MCF Advisors LLC 0.00% New 100 $6K
Tyler-Stone Wealth Management 0.00% No change 93 $5K
Valley National Advisers Inc. 0.00% New 100 $5K
Lanark Financial, Inc. 0.00% New 100 $5K
Eagle Bay Advisors LLC 0.00% No change 89 $5K
1620 Investment Advisors, Inc. 0.00% New 81 $5K
SJS Investment Consulting Inc. 0.00% No change 80 $4K
Riggs Asset Managment Co. Inc. 0.00% New 77 $4K
Ulland Investment Advisors, LLC 0.00% No change 79 $4K
Stephens Consulting, LLC 0.00% No change 58 $3K
Financial Connections Group, Inc. 0.00% New 58 $3K
Painted Porch Advisors LLC 0.00% New 52 $3K
Caitlin John, LLC 0.00% New 52 $3K
SOA Wealth Advisors, LLC. 0.00% No change 37 $2K
Harbor Investment Advisory, LLC 0.00% No change 33 $2K
Belpointe Asset Management LLC 0.00% New 25 $1K
Investment Research & Advisory Group, Inc. 0.00% Add +66.7% 25 $1K
Carmichael Hill & Associates, Inc. 0.00% No change 15 $837
FAS Wealth Partners, Inc. 0.00% No change 15 $837
Planning Capital Management Corp 0.00% New 10 $558
Coppell Advisory Solutions LLC 0.00% — 10 $558
Hollencrest Capital Management 0.00% Add +0.0% 10 $558
Horizon Investments, LLC 0.00% Reduce -36.4% 7 $390

"% of holder's portfolio" is INDA's weight in each manager's 13F, not the share of iShares MSCI India ETF the manager owns.