Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q1 2025 (March 31)735holders +10
68new positions
53sold out
6famous investors
$46.04avg. 13F price*
At the end of Q1 2025, 735 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 10 from Q4 2024. 68 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($6.6B), BlackRock, Inc. ($3.0B) and Jones Financial Companies LLLP ($2.9B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $113.6M |
| Exits | 53 | $90.3M |
All 13F filers, Q4 2024 → Q1 2025: 27,064,502 shares bought and 24,690,638 shares sold, net +2,373,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 735 holders
| Envestnet Asset Management Inc. | 2.11% | Add +0.8% | 142,166,292 | $6.6B |
| BlackRock, Inc. | 0.06% | Reduce -5.6% | 64,507,261 | $3.0B |
| Jones Financial Companies LLLP | 2.57% | Add +3.1% | 62,382,141 | $2.9B |
| LPL Financial LLC | 0.86% | Add +7.6% | 48,049,515 | $2.2B |
| Wells Fargo & Company | 0.47% | Reduce -0.6% | 42,291,612 | $1.9B |
| Northwestern Mutual Wealth Management Co. | 0.87% | Add +5.2% | 22,986,670 | $1.1B |
| Morgan Stanley | 0.07% | Reduce -3.0% | 22,634,992 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Add +0.2% | 18,164,061 | $837.0M |
| Cwm, LLC | 3.32% | Reduce -4.3% | 18,072,843 | $832.8M |
| Envestnet Portfolio Solutions, Inc. | 2.85% | Reduce -24.6% | 16,172,047 | $745.2M |
| Mariner, LLC | 0.88% | Add +17.7% | 11,434,147 | $526.9M |
| Park Avenue Securities LLC | 6.17% | Reduce -0.1% | 10,891,893 | $501.9M |
| Ameriprise Financial Inc. | 0.14% | Add +4.3% | 10,859,467 | $500.3M |
| Cetera Investment Advisers | 0.85% | Reduce -9.2% | 9,477,823 | $436.7M |
| Bank of New York Mellon Corp | 0.08% | Add +5.9% | 9,000,356 | $414.7M |
| Janney Montgomery Scott LLC | 1.13% | Add +1.4% | 8,629,011 | $397.6M |
| MML Investors Services, LLC | 1.28% | Add +5.8% | 8,355,660 | $385.0M |
| Kestra Investment Management, LLC | 7.00% | Add +99.1% | 8,270,502 | $363.0M |
| OneDigital Investment Advisors LLC | 4.21% | Reduce -0.1% | 7,704,818 | $355.0M |
| United Capital Financial Advisors, LLC | 1.97% | Reduce -4.0% | 4,972,439 | $229.1M |
| Wealthspire Advisors, LLC | 1.24% | Reduce -0.5% | 4,488,866 | $206.8M |
| GeoWealth Management, LLC | 8.23% | Reduce -0.9% | 4,447,028 | $204.9M |
| SigFig Wealth Management, LLC | 6.80% | Add +2.3% | 4,092,523 | $188.2M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.3% | 4,056,934 | $186.9M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -0.1% | 3,537,904 | $163.0M |
| Royal Bank of Canada | 0.03% | Add +2.2% | 3,180,556 | $146.6M |
| Stifel Financial Corp. | 0.15% | Add +4.0% | 3,053,425 | $140.7M |
| Foundations Investment Advisors, LLC | 2.58% | Add +6.8% | 3,034,964 | $139.9M |
| Sanctuary Advisors, LLC | 0.96% | Reduce -1.8% | 2,956,054 | $136.2M |
| JB Capital LLC | 7.49% | Add +1.6% | 2,947,966 | $135.8M |
| NewEdge Advisors, LLC | 0.76% | Reduce -2.3% | 2,777,336 | $128.0M |
| UBS Group AG | 0.03% | Reduce -8.5% | 2,742,208 | $126.4M |
| Mason & Associates, LLC | 35.75% | Add +4.8% | 2,693,402 | $124.1M |
| Bank of America Corp. | 0.01% | Reduce -17.1% | 2,686,171 | $123.8M |
| Osaic Holdings, Inc. | 0.26% | Add +1.5% | 2,574,041 | $118.6M |
| Allworth Financial LP | 0.67% | Reduce -4.0% | 2,583,318 | $118.1M |
| Atria Wealth Solutions, Inc. | 1.16% | Reduce -2.2% | 2,089,408 | $96.3M |
| Farther Finance Advisors, LLC | 2.38% | Add +20.3% | 2,021,255 | $93.1M |
| First Command Advisory Services, Inc. | 0.80% | Add +15.8% | 1,808,537 | $83.3M |
| US Bancorp \de | 0.11% | Reduce -1.8% | 1,734,743 | $79.9M |
| Truist Financial Corp. | 0.13% | Add +5.8% | 1,694,412 | $78.1M |
| McMorgan & Co. LLC | 12.28% | Reduce -8.9% | 1,665,126 | $76.7M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +8.4% | 1,598,638 | $73.7M |
| FMR LLC | 0.00% | Reduce -10.5% | 1,592,288 | $73.4M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -1.5% | 1,562,125 | $71.6M |
| Sharkey, Howes & Javer | 9.63% | Reduce -6.3% | 1,460,410 | $67.3M |
| Assetmark, Inc. | 0.18% | Add +3.6% | 1,451,997 | $66.9M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -0.5% | 1,431,447 | $66.0M |
| Integrated Wealth Concepts LLC | 0.77% | Reduce -9.4% | 1,425,909 | $65.7M |
| Compass Ion Advisors, LLC | 7.70% | Add +16.7% | 1,417,985 | $65.3M |
| Atria Investments, Inc | 0.81% | Add +13.8% | 1,368,657 | $63.1M |
| SteelPeak Wealth, LLC | 2.62% | Add +9.4% | 1,336,425 | $61.6M |
| Kestra Advisory Services, LLC | 0.30% | Add +95.1% | 1,335,826 | $61.6M |
| Sofi Wealth, LLC | 4.30% | Add +4501.0% | 1,241,951 | $57.2M |
| High Falls Advisors, Inc | 13.31% | Reduce -1.9% | 1,230,325 | $56.7M |
| Baker Avenue Asset Management, LP | 1.77% | New | 1,222,802 | $56.3M |
| Icon Wealth Advisors, LLC | 4.44% | Add +6.5% | 1,170,788 | $53.9M |
| Stone House Investment Management, LLC | 10.46% | Add +27.6% | 1,120,146 | $51.6M |
| Affinity Capital Advisors, LLC | 10.22% | Add +7.0% | 1,142,537 | $51.6M |
| CreativeOne Wealth, LLC | 1.45% | Reduce -51.6% | 1,051,036 | $48.4M |
| Avantax Advisory Services, Inc. | 0.29% | Add +1.5% | 1,035,156 | $47.7M |
| Focus Partners Wealth | 0.12% | Add +1.9% | 1,022,295 | $47.1M |
| Avidian Wealth Enterprises, LLC | 1.99% | Add +25.1% | 972,031 | $44.8M |
| Intelligence Driven Advisers, LLC | 8.62% | Reduce -1.8% | 970,924 | $44.7M |
| Keybank National Association | 0.17% | Reduce -0.5% | 947,390 | $43.7M |
| Savvy Advisors, Inc. | 4.34% | Add +46.5% | 937,531 | $43.2M |
| Destination Wealth Management | 1.34% | Add +3.8% | 924,961 | $42.6M |
| Baird Financial Group, Inc. | 0.08% | Add +0.3% | 905,762 | $41.7M |
| Regions Financial Corp. | 0.30% | Add +0.3% | 881,313 | $40.6M |
| Horst & Graben Wealth Management LLC | 7.22% | Reduce -2.6% | 873,600 | $40.3M |
| Blue Trust, Inc. | 0.51% | Reduce -3.4% | 856,656 | $39.5M |
| Austin Private Wealth, LLC | 3.49% | Add +8.2% | 843,785 | $38.9M |
| Global Strategic Investment Solutions, LLC | 4.09% | Add +10.5% | 767,580 | $35.4M |
| Stash Investments, LLC | 18.18% | Add +4.5% | 736,660 | $33.9M |
| Strategic Blueprint, LLC | 1.85% | Add +8.0% | 734,298 | $33.8M |
| Jacobson & Schmitt Advisors, LLC | 6.88% | Add +3.1% | 730,165 | $33.6M |
| Stokes Family Office, LLC | 3.67% | Add +6.3% | 708,990 | $32.7M |
| Modern Wealth Management, LLC | 1.04% | Add +12.5% | 704,164 | $32.4M |
| GM Advisory Group, LLC | 1.72% | Reduce -2.4% | 690,371 | $31.8M |
| ONE Advisory Partners, LLC | 13.53% | Reduce -2.2% | 687,491 | $31.7M |
| UNIVEST FINANCIAL Corp | 2.06% | Reduce -8.5% | 683,397 | $31.5M |
| Trek Financial, LLC | 2.25% | Add +10.1% | 674,163 | $31.1M |
| Integrity Alliance, Llc. | 1.23% | Add +9.7% | 674,081 | $31.1M |
| G2 Capital Management, LLC / Oh | 9.40% | Reduce -3.1% | 673,228 | $31.0M |
| Oarsman Capital, Inc. | 5.53% | Add +14.4% | 667,815 | $30.8M |
| Perigon Wealth Management, LLC | 0.78% | Reduce -25.9% | 660,001 | $30.4M |
| Composition Wealth, LLC | 0.60% | Add +8.4% | 648,769 | $29.9M |
| B. Riley Wealth Advisors, Inc. | 0.89% | Add +92.6% | 635,864 | $29.3M |
| PAX Financial Group, LLC | 4.95% | Reduce -7.6% | 606,228 | $27.9M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +2.7% | 592,919 | $27.3M |
| Orion Portfolio Solutions, LLC | 0.27% | Add +2.7% | 592,919 | $27.3M |
| Brookstone Capital Management | 0.39% | Add +1.1% | 588,526 | $27.1M |
| &partners | 0.29% | Reduce -3.6% | 589,751 | $27.1M |
| Elevation Wealth Partners, LLC | 11.64% | Add +2.8% | 584,302 | $26.9M |
| Invst, LLC | 3.56% | Reduce -37.5% | 565,864 | $26.1M |
| Keystone Financial Services | 9.77% | Reduce -16.9% | 556,534 | $25.6M |
| Bay Harbor Wealth Management, LLC | 8.06% | Add +1.0% | 553,439 | $25.5M |
| Legacy Financial Group LLC | 3.87% | Reduce -1.3% | 546,209 | $25.2M |
| Wealth Alliance, LLC | 2.84% | Add +0.8% | 508,587 | $23.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.7% | 507,092 | $23.4M |
| AE Wealth Management LLC | 0.20% | Reduce -9.3% | 506,079 | $23.3M |
| CFS Investment Advisory Services, LLC | 2.06% | Reduce -1.9% | 501,882 | $23.1M |
| Summit Financial, LLC | 0.65% | Add +109.4% | 501,831 | $23.1M |
| Corient Private Wealth LP | 0.04% | Add +11.6% | 496,890 | $22.9M |
| One Wealth Advisors, LLC | 3.29% | Reduce -3.2% | 477,643 | $22.0M |
| Compound Planning, Inc. | 1.00% | Add +9.8% | 476,154 | $21.9M |
| Landmark Wealth Management, Inc. | 10.37% | Add +590.0% | 471,789 | $21.7M |
| Shared Vision Wealth Group LLC | 11.83% | Reduce -0.7% | 469,995 | $21.7M |
| Aptus Capital Advisors, LLC | 0.24% | Add +0.5% | 459,974 | $21.2M |
| Diversified Portfolios, Inc. | 2.21% | Reduce -18.6% | 455,712 | $21.0M |
| Skyline Advisors, Inc. | 8.21% | Add +2.6% | 452,304 | $20.8M |
| Spectrum Wealth Counsel, LLC | 2.50% | Reduce -2.2% | 450,995 | $20.8M |
| Regal Investment Advisors LLC | 1.64% | Add +1.8% | 438,552 | $20.2M |
| Guardian Wealth Advisors, LLC / NC | 1.59% | Add +2.7% | 431,717 | $19.9M |
| Bank of Hawaii | 1.13% | Add +3.3% | 427,784 | $19.7M |
| Sovran Advisors, LLC | 2.52% | Add +8.8% | 426,686 | $19.4M |
| Capital Analysts, LLC | 0.71% | Add +9.0% | 415,214 | $19.1M |
| WCG Wealth Advisors LLC | 1.44% | Reduce -14.0% | 411,575 | $19.0M |
| Parr McKnight Wealth Management Group, LLC | 2.65% | Reduce -5.9% | 400,105 | $18.4M |
| Central Pacific Bank - Trust Division | 2.66% | Add +1.9% | 399,166 | $18.4M |
| Principal Securities, Inc. | 0.41% | Add +0.3% | 402,054 | $18.2M |
| True Vision MN LLC | 10.82% | Reduce -2.9% | 392,384 | $18.1M |
| Bensler, LLC | 2.22% | Reduce -6.2% | 384,250 | $17.7M |
| U.S. Capital Wealth Advisors, LLC | 0.54% | Add +535.9% | 382,189 | $17.6M |
| Mutual Advisors, LLC | 0.50% | Add +11.8% | 383,219 | $17.6M |
| Advus Financial Partners, LLC | 4.84% | Reduce -3.3% | 375,317 | $17.3M |
| Private Advisor Group, LLC | 0.10% | Add +16.6% | 367,228 | $16.9M |
| Simplicity Wealth,LLC | 1.31% | Add +148.2% | 365,756 | $16.9M |
| West Wealth Group, LLC | 4.98% | Add +2.0% | 365,568 | $16.8M |
| Opes Wealth Management LLC | 3.37% | Add +7.1% | 362,571 | $16.7M |
| 5T Wealth, LLC | 9.28% | Reduce -0.1% | 353,914 | $16.3M |
| Firestone Capital Management | 4.24% | Reduce -3.3% | 350,653 | $16.2M |
| Merit Financial Group, LLC | 0.24% | Reduce -25.2% | 348,973 | $16.1M |
| Hoxton Planning & Management, LLC | 5.90% | Reduce -0.2% | 335,931 | $15.5M |
| Financial Life Advisors | 5.72% | Reduce -23.0% | 333,132 | $15.4M |
| Apella Capital, LLC | 0.50% | Add +154.3% | 319,588 | $14.6M |
| WealthShield Partners, LLC | 1.86% | Add +0.8% | 313,938 | $14.5M |
| Liberty Wealth Management LLC | 2.73% | Reduce -0.1% | 309,960 | $14.2M |
| SWP Financial LLC | 8.68% | Reduce -1.5% | 308,184 | $14.2M |
| PFG Advisors | 0.78% | Add +8.4% | 301,590 | $13.9M |
| Forum Private Client Group LLC | 6.03% | Add +4.0% | 301,504 | $13.9M |
| Apeiron RIA LLC | 4.19% | Add +0.6% | 301,047 | $13.9M |
| Claro Advisors Inc. | 1.84% | Add +6.4% | 298,227 | $13.7M |
| Swmg, LLC | 5.40% | Add +136.4% | 296,657 | $13.6M |
| Comerica Bank | 0.06% | Reduce -2.4% | 294,475 | $13.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.87% | Add +19.2% | 292,858 | $13.3M |
| Tiemann Investment Advisors, LLC | 6.00% | Add +9.0% | 286,732 | $13.2M |
| Waverly Advisors, LLC | 0.16% | Add +1.4% | 286,721 | $13.2M |
| Elite Financial, Inc. | 6.86% | Add +9.1% | 281,553 | $13.0M |
| Old North State Trust, LLC | 8.20% | No change | 285,180 | $12.9M |
| RFG Advisory, LLC | 0.34% | Reduce -40.9% | 275,854 | $12.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +16.1% | 272,649 | $12.6M |
| Endeavor Private Wealth, Inc. | 6.79% | Add +62.9% | 271,463 | $12.5M |
| FFG Retirement Advisors LLC | 8.48% | Reduce -12.0% | 270,256 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +85.1% | 269,012 | $12.4M |
| First Horizon Advisors, Inc. | 0.34% | Add +7.7% | 262,098 | $12.1M |
| D.A. Davidson & Co. | 0.10% | Reduce -1.2% | 260,257 | $12.0M |
| Lodestar Private Asset Management LLC | 1.49% | Add +6.8% | 256,758 | $11.8M |
| Citadel Advisors | 0.01% | New | 255,697 | $11.8M |
| My Legacy Advisors, LLC | 4.54% | Add +3.5% | 255,435 | $11.8M |
| KWB Wealth | 1.39% | Reduce -23.2% | 254,806 | $11.5M |
| Leslie Global Wealth, LLC | 5.61% | Reduce -1.8% | 249,866 | $11.5M |
| Ancora Advisors LLC | 0.26% | Reduce -3.3% | 248,780 | $11.5M |
| World Investment Advisors | 0.30% | Add +17.6% | 248,330 | $11.4M |
| Atlatl Advisers LLC | 7.34% | Reduce -5.1% | 245,136 | $11.3M |
| Security Financial Services, INC. | 2.22% | Reduce -3.7% | 242,244 | $11.2M |
| TSA Wealth Managment LLC | 4.30% | Reduce -11.7% | 234,895 | $10.8M |
| Galvin, Gaustad & Stein, LLC | 0.96% | Add +3.5% | 231,019 | $10.6M |
| Mayflower Financial Advisors, LLC | 1.58% | Add +5.1% | 225,657 | $10.4M |
| Csenge Advisory Group | 0.59% | Add +5.9% | 227,968 | $10.4M |
| Summit Wealth Partners, LLC | 2.07% | Add +20.5% | 221,437 | $10.2M |
| Orgel Wealth Management, LLC | 0.26% | Reduce -2.6% | 217,495 | $10.0M |
| Townsquare Capital LLC | 0.11% | Reduce -4.6% | 215,691 | $9.9M |
| One Wealth Capital Management, LLC | 5.13% | Reduce -4.0% | 207,642 | $9.6M |
| Apollon Wealth Management, LLC | 0.21% | Add +12.0% | 207,431 | $9.6M |
| Retirement Capital Strategies | 3.63% | Add +20.1% | 202,022 | $9.3M |
| Ewa, LLC | 3.43% | Reduce -7.3% | 200,205 | $9.2M |
| Rothschild Wealth LLC | 2.55% | Reduce -30.3% | 197,451 | $9.1M |
| Renaissance Technologies | 0.01% | New | 196,300 | $9.0M |
| Focus Financial Network, Inc. | 0.37% | Add +4.5% | 195,869 | $9.0M |
| Kilter Group LLC | 5.89% | Reduce -1.7% | 195,664 | $9.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.7% | 191,332 | $8.8M |
| Diversify Advisory Services, LLC | 0.54% | Reduce -19.4% | 188,121 | $8.7M |
| Triangle Securities Wealth Management | 2.23% | Reduce -0.9% | 188,082 | $8.7M |
| Veridan Wealth LLC | 3.90% | Add +0.1% | 187,459 | $8.6M |
| Barnes Wealth Management Group, Inc | 5.47% | Add +3.2% | 185,101 | $8.5M |
| Kickstand Ventures, Llc. | 2.18% | Reduce -23.8% | 183,977 | $8.5M |
| Advisory Services Network, LLC | 0.16% | Reduce -4.1% | 178,897 | $8.2M |
| Cerity Partners LLC | 0.02% | Add +4.7% | 177,296 | $8.2M |
| Cypress Wealth Services, LLC | 1.61% | Reduce -7.0% | 171,804 | $7.9M |
| Trivium Point Advisory, LLC | 0.98% | Reduce -1.2% | 171,487 | $7.9M |
| Centurion Wealth Management LLC | 2.42% | No change | 170,999 | $7.7M |
| Client 1ST Advisory Group, LLC | 2.99% | Reduce -3.9% | 166,869 | $7.7M |
| Verus Capital Partners, LLC | 0.76% | Reduce -3.7% | 165,907 | $7.6M |
| Vertex Planning Partners, LLC | 1.67% | Add +263.4% | 165,590 | $7.6M |
| Copperleaf Capital, LLC | 4.53% | Reduce -6.7% | 164,412 | $7.6M |
| Twin Peaks Wealth Advisors, LLC | 3.44% | Add +4.2% | 166,172 | $7.6M |
| Snowden Capital Advisors LLC | 0.24% | Reduce -4.9% | 163,240 | $7.5M |
| Tsfg, LLC | 1.52% | Add +1.0% | 161,184 | $7.4M |
| Quattro Financial Advisors LLC | 2.52% | Reduce -0.2% | 159,317 | $7.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.98% | Add +22.6% | 158,951 | $7.3M |
| Regimen Wealth, LLC | 2.35% | Reduce -0.7% | 158,837 | $7.3M |
| Dohj, LLC | 1.67% | Reduce -26.9% | 158,313 | $7.3M |
| BCU Wealth Advisors, LLC | 3.76% | Add +17.4% | 156,759 | $7.2M |
| Tradition Wealth Management, LLC | 0.63% | Add +1.6% | 155,954 | $7.2M |
| Yukon Wealth Management, Inc. | 2.93% | — | 153,396 | $7.1M |
| Davis Wealth Advisors, LLC | 7.92% | Add +10.4% | 152,073 | $7.0M |
| Gateway Wealth Partners, LLC | 1.54% | Add +13.4% | 148,349 | $6.8M |
| Hoese & Co LLP | 5.92% | Reduce -2.7% | 148,261 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.26% | Add +11.0% | 147,531 | $6.8M |
| Invesco Ltd. | 0.00% | Reduce -13.4% | 144,206 | $6.6M |
| Royal Fund Management, LLC | 0.79% | Add +3.7% | 143,641 | $6.6M |
| IFP Advisors, Inc | 0.20% | Add +9.8% | 139,345 | $6.4M |
| Keebeck Wealth Management | 0.94% | Add +47.2% | 137,806 | $6.4M |
| Spire Wealth Management | 0.20% | Reduce -5.4% | 137,198 | $6.3M |
| Valley National Advisers Inc. | 1.13% | Reduce -1.4% | 136,133 | $6.3M |
| Advisory Resource Group | 1.26% | Add +6.1% | 134,103 | $6.2M |
| Sagespring Wealth Partners, LLC | 0.16% | Add +103.8% | 133,938 | $6.2M |
| Redwood Investment Management, LLC | 0.67% | Add +34.9% | 133,871 | $6.2M |
| RCS Financial Planning, LLC | 3.22% | Reduce -14.3% | 132,378 | $6.1M |
| PFW Advisors LLC | 1.88% | Reduce -2.8% | 130,175 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -39.1% | 129,218 | $6.0M |
| Westside Investment Management, Inc. | 1.23% | Add +4.3% | 125,054 | $5.8M |
| Eight 31 Financial, LLC | 3.55% | Add +100.1% | 119,846 | $5.5M |
| Theory Financial LLC | 2.26% | Add +0.1% | 116,181 | $5.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -80.7% | 115,480 | $5.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -50.5% | 115,187 | $5.3M |
| Elevation Point Wealth Partners, LLC | 0.45% | Reduce -4.0% | 114,533 | $5.3M |
| Worth Financial Advisory Group, LLC | 3.32% | Reduce -4.3% | 113,324 | $5.2M |
| Randall & Associates Wealth Management | 4.21% | Add +4.0% | 110,754 | $5.1M |
| Maia Wealth LLC | 1.15% | Add +3.9% | 112,111 | $5.1M |
| Sax Wealth Advisors, LLC | 0.36% | Add +78.9% | 108,768 | $5.0M |
| Conscious Wealth Investments, LLC | 3.44% | Reduce -13.1% | 108,726 | $4.9M |
| LifePlan Investment Advisors, Inc. | 2.84% | Add +15.3% | 107,056 | $4.9M |
| Venturi Wealth Management, LLC | 0.25% | Reduce -2.2% | 102,751 | $4.7M |
| Concorde Asset Management, LLC | 2.54% | Reduce -11.0% | 103,322 | $4.7M |
| Ignite Planners, LLC | 0.92% | Add +8.3% | 102,391 | $4.7M |
| NorthCoast Asset Management LLC | 0.02% | Add +0.2% | 99,361 | $4.6M |
| ORG Partners LLC | 1.15% | Reduce -81.6% | 97,928 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +7.7% | 96,700 | $4.5M |
| BOS Asset Management, LLC | 1.52% | Reduce -3.5% | 95,359 | $4.4M |
| Shira Ridge Wealth Management | 2.14% | Reduce -5.0% | 93,062 | $4.3M |
| Lifelong Wealth Advisors, Inc. | 2.01% | Reduce -0.3% | 93,052 | $4.3M |
| Life Planning Partners, Inc | 3.87% | Reduce -4.2% | 92,832 | $4.3M |
| Lansing Street Advisors | 1.43% | Reduce -6.2% | 92,697 | $4.3M |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Add +420.8% | 91,397 | $4.2M |
| Clear Creek Financial Management, LLC | 0.44% | Add +17.9% | 91,375 | $4.2M |
| Firethorn Wealth Partners, LLC | 2.00% | Reduce -4.6% | 91,008 | $4.2M |
| R. W. Roge & Company, Inc. | 2.28% | Reduce -51.0% | 90,475 | $4.2M |
| White Lighthouse Investment Management Inc. | 0.74% | Reduce -3.0% | 89,363 | $4.1M |
| Arkadios Wealth Advisors | 0.16% | Add +36.5% | 89,309 | $4.1M |
| Moneywise, Inc. | 2.17% | Reduce -23.5% | 89,154 | $4.1M |
| Creative Planning | 0.00% | Add +132.3% | 88,921 | $4.1M |
| M1 Capital Management LLC | 2.56% | Reduce -23.9% | 88,763 | $4.1M |
| Harbour Investments, Inc. | 0.12% | Reduce -33.0% | 88,703 | $4.1M |
| IFG Advisory, LLC | 0.22% | Add +9.7% | 87,643 | $4.0M |
| Keystone Wealth Services, LLC | 1.08% | Reduce -5.2% | 86,934 | $4.0M |
| Pinion Investment Advisors, LLC | 0.88% | Add +44.6% | 86,560 | $4.0M |
| Cooper Financial Group | 0.52% | Add +17.4% | 86,354 | $4.0M |
| First Heartland Consultants, Inc. | 0.41% | Reduce -17.5% | 85,568 | $3.9M |
| Signal Advisors Wealth, LLC | 0.38% | Reduce -11.7% | 85,335 | $3.9M |
| Arete Wealth Advisors, LLC | 0.30% | Reduce -3.9% | 85,176 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -0.9% | 83,352 | $3.8M |
| Alternative Investment Advisors, LLC. | 1.95% | Add +7.8% | 80,045 | $3.7M |
| Maripau Wealth Management LLC | 2.08% | Reduce -13.1% | 78,756 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +95.5% | 78,366 | $3.6M |
| WealthPLAN Partners, LLC | 0.50% | Add +2.2% | 77,619 | $3.6M |
| Fullcircle Wealth LLC | 1.47% | Reduce -4.3% | 77,425 | $3.6M |
| Aspire Private Capital, LLC | 0.88% | Add +1.2% | 77,203 | $3.6M |
| Alterna Wealth Management, Inc. | 2.70% | Reduce -4.1% | 77,125 | $3.6M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -17.2% | 76,516 | $3.5M |
| Tidemark, LLC | 1.26% | Reduce -4.7% | 74,660 | $3.4M |
| Richard W. Paul & Associates, LLC | 1.32% | Add +6.2% | 73,110 | $3.4M |
| Sheridan Capital Management, LLC | 2.44% | No change | 72,804 | $3.4M |
| Creative Financial Designs Inc. | 0.26% | Reduce -6.7% | 71,524 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 71,225 | $3.3M |
| Blue Oak Capital, LLC | 1.81% | Add +60.6% | 71,197 | $3.3M |
| Sovereign Financial Group, Inc. | 0.75% | Reduce -1.8% | 70,789 | $3.3M |
| CoreCap Advisors, LLC | 0.14% | Add +211.9% | 69,849 | $3.2M |
| Continuum Advisory, LLC | 0.41% | Add +4.8% | 68,807 | $3.2M |
| Retirement Wealth Solutions LLC | 2.54% | Add +16.9% | 68,307 | $3.1M |
| Strategy Asset Managers LLC | 0.65% | Add +3.3% | 68,097 | $3.1M |
| Clearview Wealth Advisors LLC | 2.31% | Reduce -23.6% | 67,077 | $3.1M |
| City National Bank of Florida | 2.78% | Reduce -57.1% | 66,955 | $3.1M |
| Columbus Macro, LLC | 0.41% | Add +1.3% | 66,705 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -1.9% | 65,894 | $3.0M |
| Forefront Wealth Partners, LLC | 2.07% | Reduce -0.1% | 65,886 | $3.0M |
| Forte Asset Management LLC | 1.52% | New | 65,497 | $3.0M |
| Sunesis Advisors, LLC | 1.63% | Add +4.4% | 65,038 | $3.0M |
| Bush Investment Group, LLC | 2.25% | Add +0.3% | 64,786 | $3.0M |
| FC Advisory LLC | 0.99% | Reduce -1.0% | 63,649 | $2.9M |
| Old Mission Capital LLC | 0.06% | New | 63,532 | $2.9M |
| Sigma Planning Corp | 0.09% | Add +2.5% | 63,035 | $2.9M |
| Howard Capital Management, LLC | 0.07% | Add +4.7% | 62,141 | $2.9M |
| Aprio Wealth Management, LLC | 0.35% | New | 61,480 | $2.8M |
| Pines Wealth Management, LLC | 1.30% | Reduce -5.4% | 61,967 | $2.8M |
| Western Wealth Management, LLC | 0.19% | Reduce -3.3% | 60,804 | $2.8M |
| AQR Capital Management | 0.00% | Add +9.9% | 60,249 | $2.8M |
| Evolution Wealth Advisors, LLC | 0.46% | Reduce -0.1% | 59,608 | $2.7M |
| Spectrum Planning & Advisory Services Inc. | 2.27% | Reduce -61.7% | 59,195 | $2.7M |
| Financial Advocates Investment Management | 0.19% | Reduce -71.6% | 42,057 | $2.7M |
| JT Stratford LLC | 0.48% | Add +27.9% | 58,061 | $2.7M |
| Saxony Capital Management, LLC | 2.33% | New | 57,632 | $2.7M |
| Emergent Wealth Advisors, LLC | 1.92% | Reduce -4.1% | 57,557 | $2.7M |
| Absolute Capital Management, LLC | 1.51% | Reduce -2.3% | 56,702 | $2.6M |
| Heck Capital Advisors, LLC | 0.29% | Add +31.1% | 56,552 | $2.6M |
| Investment Advisory Group, LLC | 0.87% | Add +3.8% | 56,403 | $2.6M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -6.5% | 55,857 | $2.6M |
| KFA Private Wealth Group, LLC | 0.90% | Add +10.9% | 55,729 | $2.6M |
| Wealthstar Advisors, LLC | 1.17% | Add +0.0% | 55,294 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +6.2% | 54,780 | $2.5M |
| Montecito Bank & Trust | 0.44% | Add +2.5% | 53,898 | $2.5M |
| Morningstar Investment Services LLC | 0.45% | Reduce -54.8% | 53,475 | $2.5M |
| Balance Wealth Partners LLC | 1.58% | — | 52,755 | $2.4M |
| Nwam LLC | 0.21% | Reduce -11.2% | 52,574 | $2.4M |
| Sutton Place Investors LLC | 1.54% | Reduce -5.7% | 49,840 | $2.3M |
| Elios Financial Group Inc. | 1.13% | Reduce -0.4% | 49,528 | $2.3M |
| Tempus Wealth Planning, LLC | 0.68% | Reduce -9.9% | 49,422 | $2.3M |
| Ascentis Independent Advisors | 0.45% | Add +3.0% | 49,295 | $2.3M |
| W Advisors, LLC | 1.41% | Add +8.9% | 48,776 | $2.2M |
| VestGen Investment Management | 1.68% | Reduce -12.7% | 48,353 | $2.2M |
| Resurgent Financial Advisors LLC | 1.32% | Add +0.5% | 47,521 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +80.1% | 46,270 | $2.1M |
| Private Trust Co. NA | 0.22% | Reduce -13.6% | 46,254 | $2.1M |
| RDA Financial Network | 0.63% | Reduce -13.2% | 46,138 | $2.1M |
| Avantra Family Wealth, Inc. | 2.03% | Reduce -0.9% | 46,007 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -55.8% | 45,906 | $2.1M |
| Keyvantage Wealth, LLC | 1.00% | Reduce -64.3% | 44,778 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.97% | Reduce -2.2% | 44,722 | $2.1M |
| Smartleaf Asset Management LLC | 0.20% | Add +134.8% | 44,718 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.15% | Add +0.0% | 44,376 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +25.6% | 43,988 | $2.0M |
| GatePass Capital, LLC | 1.54% | Add +1.6% | 43,962 | $2.0M |
| GWN Securities Inc. | 0.11% | New | 43,431 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +6.4% | 43,426 | $2.0M |
| Hobbs Wealth Management, LLC | 2.21% | Reduce -8.1% | 43,256 | $2.0M |
| Wealth Group Ltd | 0.58% | Reduce -42.7% | 43,048 | $2.0M |
| Hutchens & Kramer Investment Management Group, LLC | 1.09% | Reduce -12.9% | 43,047 | $2.0M |
| Merkkuri Wealth Advisors LLC | 1.70% | Add +1.2% | 42,975 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -25.2% | 42,646 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +401.9% | 42,642 | $2.0M |
| Able Wealth Management LLC | 1.15% | Add +9.6% | 42,201 | $1.9M |
| Gen-Wealth Partners Inc | 0.79% | Reduce -5.8% | 41,157 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -3.9% | 40,605 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +0.5% | 40,548 | $1.9M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.4% | 40,034 | $1.8M |
| Northwest Capital Management Inc | 0.75% | Reduce -13.6% | 39,718 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.81% | Reduce -0.1% | 38,876 | $1.8M |
| Quotient Wealth Partners, LLC | 0.06% | Add +10.0% | 38,816 | $1.8M |
| Leavell Investment Management, Inc. | 0.09% | Add +0.2% | 38,438 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +14.3% | 38,377 | $1.8M |
| OMNI 360 Wealth, Inc. | 1.17% | Add +6.5% | 37,942 | $1.7M |
| Beacon Financial Advisory LLC | 0.53% | Add +7.2% | 37,635 | $1.7M |
| Dentgroup LLC | 1.30% | Reduce -14.2% | 37,538 | $1.7M |
| Ascentis Wealth Management, LLC | 0.56% | Reduce -47.5% | 37,561 | $1.7M |
| Range Financial Group LLC | 0.76% | Reduce -6.6% | 37,361 | $1.7M |
| Betterment LLC | 0.00% | Add +2.5% | 37,084 | $1.7M |
| World Equity Group, Inc. | 0.49% | Add +4.4% | 37,020 | $1.7M |
| Foster Group, Inc. | 0.06% | Reduce -0.4% | 36,733 | $1.7M |
| Edgestream Partners, L.P. | 0.06% | New | 36,007 | $1.7M |
| Two West Capital Advisors LLC | 1.38% | Add +10.9% | 36,501 | $1.6M |
| Seneca Financial Advisors LLC | 0.79% | Reduce -2.4% | 35,590 | $1.6M |
| Kelly Financial Services LLC | 0.57% | Reduce -4.7% | 35,523 | $1.6M |
| Eq LLC | 0.76% | Add +25.4% | 35,496 | $1.6M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -28.9% | 35,463 | $1.6M |
| LexAurum Advisors, LLC | 0.32% | Add +6.9% | 35,430 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 34,887 | $1.6M |
| CAP Partners, LLC | 1.13% | Reduce -4.4% | 33,816 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.89% | Add +12.8% | 33,318 | $1.5M |
| Phillips Financial Management, LLC | 0.12% | Reduce -9.0% | 33,247 | $1.5M |
| Ameriflex Group, Inc. | 0.61% | Add +1864.9% | 32,559 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -9.8% | 32,520 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -6.8% | 32,466 | $1.5M |
| WBH Advisory Inc. | 0.14% | Reduce -15.5% | 32,449 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +5.2% | 32,439 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Add +18.7% | 31,662 | $1.5M |
| Argent Advisors, Inc. | 0.49% | Add +11.4% | 31,543 | $1.5M |
| Brookwood Investment Group LLC | 0.25% | — | 31,370 | $1.4M |
| Silverleafe Capital Partners, LLC | 0.50% | Reduce -5.3% | 31,297 | $1.4M |
| Linscomb Wealth, Inc. | 0.07% | Add +17.1% | 30,513 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -15.9% | 30,135 | $1.4M |
| Freedom Investment Management, Inc. | 0.12% | Add +401.7% | 30,086 | $1.4M |
| Perennial Investment Advisors, LLC | 0.15% | Add +3.7% | 29,802 | $1.4M |
| Bison Wealth, LLC | 0.12% | Reduce -20.7% | 28,694 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.19% | Add +514.5% | 28,378 | $1.3M |
| TRUE Private Wealth Advisors | 0.16% | Reduce -55.7% | 28,240 | $1.3M |
| Windward Private Wealth Management Inc. | 0.50% | Reduce -0.6% | 27,950 | $1.3M |
| Semmax Financial Advisors Inc. | 0.34% | Add +2.9% | 27,871 | $1.3M |
| Liberty Square Wealth Partners LLC | 0.48% | Reduce -2.3% | 27,140 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +30.1% | 27,133 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.22% | Add +1.6% | 27,123 | $1.2M |
| Latitude Advisors, LLC | 0.73% | Add +3.1% | 27,101 | $1.2M |
| CFO4Life Group, LLC | 0.21% | Reduce -30.5% | 27,016 | $1.2M |
| Blalock Williams, LLC | 1.35% | Add +0.4% | 26,232 | $1.2M |
| NBT Bank, N.A. | 0.09% | Reduce -1.9% | 26,137 | $1.2M |
| Catalina Capital Group, LLC | 0.80% | Reduce -15.5% | 26,038 | $1.2M |
| Farrell Financial LLC | 0.87% | Add +6.8% | 26,019 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -27.0% | 25,798 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 25,701 | $1.2M |
| MSH Capital Advisors LLC | 0.36% | Add +42.2% | 25,603 | $1.2M |
| Meridian Wealth Partners, LLC | 0.19% | Reduce -17.7% | 25,454 | $1.2M |
| Appleton Partners Inc. | 0.09% | Reduce -9.4% | 25,432 | $1.2M |
| Certus Wealth Management, LLC | 0.79% | No change | 25,736 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Reduce -9.3% | 25,291 | $1.2M |
| Lion Street Advisors, LLC | 0.37% | Add +42.6% | 25,270 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Reduce -3.9% | 25,147 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.35% | Reduce -6.7% | 25,002 | $1.2M |
| Sound Income Strategies, LLC | 0.07% | Reduce -12.4% | 24,910 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +0.6% | 24,517 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +7.3% | 24,258 | $1.1M |
| Tarbox Family Office, Inc. | 0.19% | Reduce -29.5% | 24,209 | $1.1M |
| Braun-Bostich & Associates Inc. | 0.80% | Reduce -28.1% | 23,548 | $1.1M |
| Lifeworks Advisors, LLC | 0.18% | Add +0.8% | 23,416 | $1.1M |
| WealthTrak Capital Management LLC | 0.91% | Add +2.8% | 22,799 | $1.1M |
| Heritage Family Offices, LLP | 0.53% | Add +13.5% | 22,568 | $1.0M |
| Marino, Stram & Associates LLC | 0.23% | Reduce -0.8% | 22,417 | $1.0M |
| Hill Island Financial LLC | 0.30% | Reduce -11.0% | 22,250 | $1.0M |
| Fifth Third Securities, Inc. | 0.09% | New | 22,205 | $1.0M |
| Quartz Partners, LLC | 0.62% | Add +8.8% | 22,199 | $1.0M |
| Richard P Slaughter Associates Inc | 0.24% | No change | 22,121 | $1.0M |
| Rialto Wealth Management, LLC | 0.32% | Reduce -3.2% | 22,015 | $1.0M |
| Heritage Wealth Partners, LLC | 1.54% | New | 21,948 | $1.0M |
| Wells Financial Advisors INC | 1.39% | No change | 21,900 | $1.0M |
| Kelly Financial Group LLC | 0.31% | Add +7.6% | 21,825 | $1.0M |
| MN Wealth Advisors, LLC | 0.59% | Reduce -0.9% | 21,809 | $1.0M |
| BCS Wealth Management | 0.26% | Reduce -0.1% | 21,702 | $1.0M |
| Cahill Financial Advisors Inc. | 0.14% | Add +2.8% | 21,600 | $995K |
| 17 Capital Partners, LLC | 0.63% | Add +18.5% | 21,377 | $985K |
| IHT Wealth Management, LLC | 0.03% | Add +26.3% | 21,274 | $980K |
| FWG Investments, LLC. | 1.14% | Reduce -26.9% | 21,129 | $974K |
| Empirical Asset Management, LLC | 0.33% | Add +18.3% | 20,738 | $956K |
| Detalus Advisors, LLC | 0.30% | Reduce -11.3% | 20,700 | $954K |
| HUB Investment Partners, LLC | 0.04% | Add +5.6% | 20,593 | $949K |
| Morris Financial Concepts, Inc. | 0.40% | Reduce -2.4% | 20,472 | $943K |
| Essential Planning, LLC. | 0.38% | Reduce -98.7% | 20,384 | $939K |
| New Republic Capital, LLC | 0.40% | Reduce -7.7% | 20,085 | $926K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -19.2% | 20,069 | $925K |
| Greykasell Wealth Strategies, Inc. | 0.49% | Reduce -67.0% | 20,042 | $924K |
| Cornerstone Advisors Asset Management, LLC | 0.19% | Reduce -9.4% | 19,945 | $919K |
| CW Advisors, LLC | 0.01% | New | 19,936 | $918K |
| Cape Investment Advisory, Inc. | 0.36% | Add +29.2% | 19,592 | $903K |
| GTS Securities LLC | 0.04% | New | 19,376 | $893K |
| Argent Trust Co | 0.04% | Add +1.1% | 19,280 | $888K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Add +10.7% | 19,221 | $886K |
| Pinnacle Family Advisors, LLC | 0.48% | Reduce -20.9% | 19,080 | $879K |
| Richardson Financial Services Inc. | 0.67% | Reduce -7.0% | 19,068 | $879K |
| Visionary Horizons, LLC | 0.61% | Add +122.1% | 18,894 | $871K |
| Raleigh Capital Management Inc. | 0.39% | Reduce -2.8% | 18,846 | $868K |
| Novus Advisors, LLC | 0.87% | Add +7.9% | 18,770 | $865K |
| Wealthgarden F.S. LLC | 0.83% | Reduce -30.2% | 18,658 | $860K |
| Flagstar Securities, Inc. | 0.22% | Reduce -2.9% | 18,601 | $857K |
| Vested Financial Planning, LLC | 0.84% | No change | 18,251 | $841K |
| TFB Advisors LLC | 0.24% | Reduce -2.3% | 17,898 | $825K |
| Lido Advisors, LLC | 0.00% | Add +115.7% | 17,779 | $819K |
| SageView Advisory Group, LLC | 0.03% | Reduce -6.2% | 17,777 | $819K |
| Semus Wealth Partners LLC | 0.57% | Reduce -4.7% | 17,749 | $818K |
| Caliber Wealth Management, LLC / KS | 0.11% | — | 17,626 | $812K |
| Fulcrum Equity Management | 0.86% | Reduce -3.7% | 17,091 | $788K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -7.4% | 17,083 | $787K |
| Fiduciary Trust Co | 0.01% | Reduce -2.4% | 17,073 | $787K |
| Mather Group, Llc. | 0.01% | Add +11.6% | 16,939 | $781K |
| Vantage Financial Partners, LLC | 0.19% | Reduce -5.7% | 16,870 | $777K |
| Benjamin Edwards Inc. | 0.01% | Reduce -12.9% | 16,781 | $773K |
| Accredited Wealth Management, LLC | 0.65% | No change | 16,615 | $766K |
| Napatree Capital LLC | 0.43% | Add +4.8% | 16,575 | $764K |
| Burt Wealth Advisors | 0.19% | Reduce -2.5% | 16,450 | $758K |
| Scarborough Advisors, LLC | 0.11% | Reduce -93.0% | 16,387 | $755K |
| Western Financial Corp | 0.42% | Reduce -20.2% | 15,757 | $726K |
| Mgo One Seven LLC | 0.03% | Reduce -8.7% | 15,717 | $724K |
| Valmark Advisers, Inc. | 0.01% | Reduce -16.8% | 15,613 | $719K |
| Quadrant Capital Group LLC | 0.03% | No change | 15,486 | $714K |
| Aspiriant, LLC | 0.02% | Reduce -48.0% | 15,108 | $696K |
| AdvisorNet Financial, Inc | 0.05% | Add +21.5% | 14,955 | $689K |
| Advyzon Investment Management, LLC | 0.24% | Reduce -22.8% | 14,925 | $688K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +22.3% | 14,835 | $684K |
| Wedbush Securities Inc. | 0.02% | Add +37.9% | 14,515 | $669K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -6.9% | 14,240 | $656K |
| TrueWealth Advisors, LLC | 0.21% | Reduce -51.9% | 14,023 | $646K |
| StoneX Group Inc. | 0.04% | Add +4.3% | 13,968 | $644K |
| Tyche Wealth Partners LLC | 0.14% | New | 13,925 | $642K |
| Kovack Advisors, Inc. | 0.07% | Add +120.3% | 13,903 | $641K |
| Edge Financial Advisors LLC | 0.40% | New | 13,845 | $638K |
| Park Place Capital Corp | 0.17% | Reduce -73.6% | 13,740 | $633K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 13,698 | $631K |
| Nixon Peabody Trust Co. | 0.05% | New | 13,692 | $631K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.8% | 13,684 | $631K |
| Hilltop Holdings Inc. | 0.04% | Add +21.6% | 13,377 | $616K |
| Lockerman Financial Group, Inc. | 0.92% | Add +89.0% | 13,209 | $609K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -1.4% | 13,176 | $607K |
| Ascent Group, LLC | 0.03% | Add +52.8% | 13,060 | $602K |
| Coordinated Financial Services, Inc. | 0.46% | — | 12,882 | $594K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -46.2% | 12,760 | $588K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -81.1% | 12,747 | $587K |
| Insight Wealth Partners, LLC | 0.35% | Add +1.1% | 12,573 | $579K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +6.7% | 12,568 | $579K |
| Gotham Asset Management | 0.00% | New | 12,473 | $575K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -9.6% | 12,379 | $570K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -1.4% | 12,348 | $569K |
| Spectrum Strategic Capital Management, LLC | 0.35% | Reduce -3.7% | 12,190 | $562K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.5% | 12,027 | $554K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -46.0% | 12,279 | $554K |
| LongView Wealth Management | 0.17% | Add +1.7% | 11,987 | $552K |
| TD Private Client Wealth LLC | 0.02% | Add +0.3% | 11,878 | $547K |
| LPWM LLC | 0.17% | New | 11,180 | $515K |
| Tennessee Valley Asset Management Partners | 0.08% | Reduce -96.5% | 11,022 | $508K |
| Private Client Services, LLC | 0.25% | New | 10,811 | $498K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -12.8% | 10,805 | $498K |
| Renasant Bank | 0.33% | Reduce -21.8% | 10,662 | $491K |
| Beacon Financial Group | 0.05% | Reduce -3.2% | 10,596 | $488K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +12.5% | 10,203 | $470K |
| Objective Capital Management, LLC | 0.60% | Reduce -57.4% | 10,188 | $469K |
| RFP Financial Group LLC | 0.19% | Reduce -3.0% | 10,115 | $466K |
| City State Bank | 0.15% | Add +2.2% | 10,067 | $464K |
| Kingdom Financial Group LLC. | 0.34% | Reduce -13.5% | 10,064 | $464K |
| Ridgeline Wealth, LLC | 0.39% | Reduce -14.9% | 10,052 | $463K |
| Genesis Wealth Advisors, LLC | 0.36% | Reduce -23.6% | 9,698 | $447K |
| Apex Wealth Management, LLC | 0.40% | Reduce -88.0% | 9,626 | $444K |
| Ellevest, Inc. | 0.03% | No change | 9,522 | $439K |
| Interchange Capital Partners, LLC | 0.12% | Reduce -0.4% | 9,509 | $438K |
| Global Financial Private Client, LLC | 0.17% | Add +3.1% | 9,505 | $438K |
| Midwest Heritage Bank, FSB | 0.18% | Reduce -20.7% | 9,444 | $435K |
| Prospera Financial Services Inc | 0.01% | Reduce -45.5% | 9,362 | $432K |
| Spinnaker Trust | 0.03% | Reduce -25.1% | 9,358 | $431K |
| PKS Advisory Services, LLC | 0.12% | Add +3.8% | 9,286 | $428K |
| Centaurus Financial, Inc. | 0.03% | Add +1.2% | 9,170 | $423K |
| Savant Capital, LLC | 0.00% | Add +3.4% | 9,044 | $417K |
| Bank of Montreal | 0.00% | Add +4.9% | 8,940 | $412K |
| TCI Wealth Advisors, Inc. | 0.03% | New | 8,930 | $411K |
| Abound Wealth Management | 0.14% | New | 8,848 | $408K |
| Avior Wealth Management, LLC | 0.02% | Add +2.2% | 8,698 | $401K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -52.7% | 8,792 | $399K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -3.7% | 8,625 | $397K |
| Goepper Burkhardt LLC | 0.16% | New | 8,606 | $397K |
| Lanark Financial, Inc. | 0.03% | — | 8,560 | $394K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -14.8% | 8,546 | $394K |
| Family Capital Trust Co | 0.14% | No change | 8,502 | $392K |
| FLP Wealth Management, LLC | 1.23% | Reduce -4.6% | 8,427 | $388K |
| EWG Elevate Inc. | 0.15% | Add +7.0% | 8,421 | $388K |
| Cornerstone Planning Group LLC | 0.09% | Add +15.6% | 8,525 | $388K |
| Oregon Pacific Wealth Management, LLC | 0.39% | New | 8,390 | $387K |
| 180 Wealth Advisors, LLC | 0.06% | Add +5.2% | 8,391 | $386K |
| Davidson Investment Advisors | 0.02% | Reduce -0.2% | 8,203 | $378K |
| Trilogy Capital Inc. | 0.02% | Reduce -8.3% | 8,158 | $376K |
| Stanich Group LLC | 0.28% | Reduce -18.7% | 8,156 | $376K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -13.5% | 8,133 | $375K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -59.0% | 8,022 | $370K |
| PUREfi Wealth, LLC | 0.37% | Reduce -22.2% | 8,015 | $369K |
| Howe & Rusling Inc. | 0.03% | Reduce -1.4% | 7,999 | $369K |
| Sfmg, LLC | 0.03% | Add +14.6% | 7,995 | $368K |
| Transce3nd, LLC | 0.16% | Add +91.2% | 7,947 | $366K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -55.3% | 7,903 | $364K |
| TCP Asset Management, LLC | 0.08% | Reduce -4.9% | 7,818 | $360K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -67.0% | 7,790 | $359K |
| Bellwether Advisors, LLC | 0.07% | Reduce -14.0% | 7,718 | $356K |
| Koshinski Asset Management, Inc. | 0.03% | New | 7,663 | $353K |
| Valtrion Capital Management, LLC | 0.47% | Reduce -13.7% | 7,523 | $347K |
| Vermillion & White Wealth Management Group, LLC | 0.24% | Reduce -6.0% | 7,330 | $338K |
| Hobart Private Capital, LLC | 0.08% | Reduce -2.4% | 7,299 | $336K |
| Keystone Financial Group | 0.03% | Reduce -18.2% | 7,290 | $336K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 7,280 | $335K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -35.7% | 7,181 | $331K |
| GC Wealth Management RIA, LLC | 0.06% | Add +43.8% | 7,159 | $330K |
| HB Wealth Management, LLC | 0.00% | Add +8.4% | 7,134 | $329K |
| Cynosure Group, LLC | 0.05% | No change | 7,110 | $328K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -51.6% | 7,080 | $326K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,069 | $326K |
| VestGen Advisors, LLC | 0.01% | — | 6,860 | $316K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -89.0% | 6,839 | $315K |
| Atlas Private Wealth Advisors | 0.04% | Add +0.9% | 6,839 | $315K |
| International Assets Investment Management, LLC | 0.03% | Reduce -52.9% | 6,800 | $313K |
| CBM Financial, LLC | 0.25% | — | 6,823 | $310K |
| Novem Group | 0.04% | Add +2.1% | 6,695 | $308K |
| Financial Counselors Inc. | 0.00% | Reduce -8.2% | 6,670 | $307K |
| ETF Store, Inc. | 0.38% | Reduce -12.0% | 6,650 | $306K |
| Impact Capital Partners LLC | 0.11% | New | 6,633 | $306K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 6,570 | $303K |
| Arlington Trust Co LLC | 0.06% | No change | 6,492 | $299K |
| RHS Financial, LLC | 0.17% | Reduce -71.8% | 6,467 | $298K |
| Snider Financial Group | 0.10% | Reduce -8.9% | 6,443 | $297K |
| Inspire Advisors, LLC | 0.03% | Add +0.1% | 6,399 | $295K |
| Full Sail Capital, LLC | 0.02% | New | 6,333 | $292K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -89.4% | 6,227 | $287K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 6,171 | $284K |
| McAdam, LLC | 0.02% | Reduce -40.6% | 6,148 | $283K |
| Disciplined Investments, LLC | 0.13% | Reduce -10.2% | 6,137 | $283K |
| Darden Wealth Group Inc | 0.22% | Reduce -4.9% | 6,122 | $282K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -19.8% | 6,146 | $282K |
| Successful Portfolios LLC | 0.19% | Reduce -0.5% | 6,061 | $279K |
| Diversified Trust Co. | 0.01% | New | 6,010 | $277K |
| Atlas Brown,Inc. | 0.10% | New | 6,009 | $277K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 5,921 | $272K |
| Fermata Advisors, LLC | 0.05% | Reduce -13.0% | 5,896 | $272K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,811 | $268K |
| Verity Asset Management, Inc. | 0.11% | Reduce -20.6% | 5,779 | $266K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -70.3% | 5,744 | $265K |
| MAI Capital Management | 0.00% | Add +114.8% | 5,741 | $265K |
| Total Investment Management Inc. | 0.03% | Add +21.6% | 5,699 | $263K |
| Tudor Investment Corporation | 0.00% | New | 5,696 | $262K |
| Financial Sense Advisors, Inc. | 0.07% | Add +6.2% | 5,690 | $262K |
| Fisher Asset Management | 0.00% | Reduce -57.0% | 5,650 | $260K |
| Pinnacle Bancorp, Inc. | 0.08% | Reduce -4.6% | 5,600 | $258K |
| Magnus Financial Group LLC | 0.03% | Reduce -14.7% | 5,594 | $258K |
| Riverbend Wealth Management, LLC | 0.23% | Add +2.1% | 5,473 | $252K |
| Acorn Creek Capital LLC | 0.13% | Reduce -36.5% | 5,434 | $250K |
| Optivise Advisory Services LLC | 0.14% | Reduce -89.2% | 5,407 | $249K |
| Magnolia Private Wealth, LLC | 0.21% | No change | 5,367 | $247K |
| Professional Financial Advisors, LLC | 0.06% | New | 5,313 | $245K |
| Commerce Bank | 0.00% | No change | 5,251 | $242K |
| Horan Securities, Inc. | 0.09% | New | 5,241 | $242K |
| SouthState Bank Corp | 0.01% | Add +3979.7% | 5,222 | $241K |
| DecisionMap Wealth Management, LLC | 0.18% | New | 5,194 | $239K |
| Commonwealth Retirement Investments LLC | 0.10% | No change | 5,190 | $239K |
| Uptick Partners, LLC | 0.08% | Reduce -5.6% | 5,190 | $239K |
| Members Trust Co | 0.01% | New | 5,100 | $235K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -5.6% | 5,069 | $234K |
| Cadence Bank | 0.02% | Reduce -2.0% | 5,049 | $233K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.0% | 5,048 | $233K |
| Altiora Financial Group, LLC | 0.05% | No change | 4,964 | $229K |
| Westmount Partners, LLC | 0.07% | New | 4,908 | $226K |
| Scott Capital Advisors, LLC | 0.07% | No change | 4,751 | $219K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.5% | 4,696 | $216K |
| Soros Capital Management LLC | 0.06% | New | 4,668 | $215K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 4,608 | $212K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -9.0% | 4,578 | $211K |
| Sanders Morris Harris LLC | 0.03% | Reduce -22.3% | 4,538 | $209K |
| Clark Asset Management, LLC | 0.03% | New | 4,520 | $208K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -46.7% | 4,499 | $207K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -47.8% | 4,485 | $207K |
| Two Sigma Securities, LLC | 0.03% | New | 4,416 | $203K |
| NewEdge Wealth, LLC | 0.00% | New | 4,409 | $203K |
| Gilbert & Cook, Inc. | 0.03% | New | 4,344 | $200K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 3,935 | $181K |
| Financial Management Professionals, Inc. | 0.02% | No change | 3,843 | $177K |
| Beacon Capital Management, LLC | 0.02% | Add +58.4% | 3,817 | $176K |
| PSI Advisors, LLC | 0.06% | Reduce -2.8% | 3,778 | $174K |
| Private Wealth Asset Management, LLC | 0.02% | — | 3,733 | $172K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -19.1% | 3,713 | $171K |
| Stephens Consulting, LLC | 0.04% | No change | 3,636 | $168K |
| Arax Advisory Partners | 0.01% | New | 3,510 | $162K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -5.6% | 3,493 | $161K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +51.1% | 3,292 | $152K |
| Rossby Financial, LCC | 0.07% | New | 3,281 | $151K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 3,266 | $150K |
| Sachetta, LLC | 0.06% | Add +0.7% | 3,240 | $149K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 3,071 | $142K |
| JFS Wealth Advisors, LLC | 0.01% | Add +480.2% | 2,866 | $132K |
| Franklin Resources Inc. | 0.00% | New | 2,721 | $125K |
| Finley Financial, LLC | 0.07% | No change | 2,700 | $124K |
| IMG Wealth Management, Inc. | 0.11% | New | 2,565 | $118K |
| Tucker Asset Management LLC | 0.04% | Reduce -7.3% | 2,565 | $118K |
| New Millennium Group LLC | 0.08% | Add +201.3% | 2,510 | $116K |
| National Bank of Canada | 0.00% | Add +151.5% | 2,490 | $114K |
| Thompson Investment Management, Inc. | 0.02% | No change | 2,200 | $101K |
| Clark Wealth Partners | 0.07% | New | 2,063 | $95K |
| Fifth Third Bancorp | 0.00% | Reduce -35.9% | 2,042 | $94K |
| CVA Family Office, LLC | 0.01% | No change | 1,969 | $91K |
| Christopher J. Hasenberg, Inc | 0.04% | New | 1,843 | $85K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 1,754 | $81K |
| Collier Financial | 0.07% | Reduce -99.3% | 1,739 | $80K |
| Tompkins Financial Corp. | 0.01% | No change | 1,735 | $80K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 1,724 | $79K |
| BNP Paribas Financial Markets | 0.00% | No change | 1,698 | $78K |
| Colonial Trust Co / SC | 0.01% | No change | 1,697 | $78K |
| Quest 10 Wealth Builders, Inc. | 0.08% | Add +233.9% | 1,666 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -8.4% | 1,646 | $76K |
| Keystone Financial Group, Inc. | 0.05% | Add +10.8% | 1,607 | $73K |
| NorthRock Partners, LLC | 0.00% | Add +379.1% | 1,418 | $65K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,374 | $63K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 1,334 | $61K |
| LGT Financial Advisors LLC | 0.16% | Reduce -0.4% | 1,150 | $53K |
| REAP Financial Group, LLC | 0.01% | No change | 1,142 | $53K |
| Valued Wealth Advisors LLC | 0.03% | Add +2.3% | 1,124 | $52K |
| Sandy Spring Bank | 0.00% | Reduce -13.3% | 1,115 | $51K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,094 | $50K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -45.2% | 1,030 | $47K |
| AlphaCore Capital LLC | 0.00% | New | 1,029 | $47K |
| Murphy & Mullick Capital Management Corp | 0.05% | New | 1,028 | $47K |
| Key Financial Inc | 0.01% | No change | 910 | $42K |
| Russell Investments Group, Ltd. | 0.00% | New | 900 | $41K |
| CX Institutional | 0.00% | New | 891 | $41K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -98.1% | 884 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 826 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 797 | $37K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -81.8% | 788 | $36K |
| First Financial Corp. | 0.02% | No change | 767 | $35K |
| Chesapeake Asset Management LLC | 0.03% | No change | 686 | $32K |
| Investors Research Corp | 0.01% | Add +212.9% | 657 | $30K |
| Synergy Investment Management, LLC | 0.01% | Add +1.9% | 647 | $30K |
| Capital A Wealth Management, LLC | 0.03% | Reduce -72.0% | 600 | $28K |
| Whipplewood Advisors, LLC | 0.02% | New | 44 | $27K |
| HFM Investment Advisors, LLC | 0.01% | — | 493 | $23K |
| Robinswood Financial LLC | 0.01% | Add +37.0% | 478 | $22K |
| Provident Wealth Management, LLC | 0.01% | No change | 463 | $21K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 430 | $20K |
| Bernard Wealth Management Corp. | 0.01% | No change | 425 | $20K |
| Wolff Wiese Magana LLC | 0.01% | No change | 413 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -81.7% | 373 | $17K |
| Johnson Financial Group, Inc. | 0.00% | New | 369 | $17K |
| Bessemer Group Inc. | 0.00% | New | 361 | $17K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 334 | $15K |
| North Capital, Inc. | 0.01% | — | 315 | $15K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -85.2% | 308 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 216 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -74.2% | 216 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -84.2% | 207 | $10K |
| WFA Asset Management Corp | 0.00% | New | 203 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Add +0.0% | 199 | $9K |
| Joseph Group Capital Management | 0.00% | Reduce -83.6% | 192 | $9K |
| Caldwell Trust Co | 0.00% | No change | 184 | $8K |
| Front Row Advisors LLC | 0.00% | New | 173 | $8K |
| Wiser Advisor Group LLC | 0.01% | Reduce -1.7% | 170 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +0.6% | 165 | $8K |
| Woodside Wealth Management LLC | 0.01% | — | 163 | $8K |
| Glassman Wealth Services | 0.00% | New | 149 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 147 | $7K |
| Crews Bank & Trust | 0.00% | No change | 143 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 133 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 122 | $6K |
| Affinity Wealth LLC | 0.01% | No change | 109 | $5K |
| Realta Investment Advisors | 0.00% | New | 99 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 91 | $4K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 90 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -94.6% | 85 | $4K |
| Graybill Wealth Management, LTD. | 0.00% | — | 74 | $3K |
| Center for Financial Planning, Inc. | 0.00% | New | 63 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -9.6% | 47 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 43 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 33 | $2K |
| Archer Investment Corp | 0.00% | Reduce -92.7% | 20 | $922 |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $876 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $783 |
| Dunhill Financial, LLC | 0.00% | New | 12 | $549 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is IUSB's weight in each manager's 13F, not the share of Ishr CR Unvrse Usd BD ETF-Ui the manager owns.