iShares Global Tech ETFIXNETF
13F holders, Q2 2026 (June 30)560holders +64
90new positions
27sold out
3famous investors
$143.87avg. 13F price*
At the end of Q2 2026, 560 institutions reported holding iShares Global Tech ETF (IXN) in their 13F filings, up 64 from Q1 2026. 90 opened new positions and 27 sold out. The largest holders were Phoenix Financial Ltd. ($578.7M), Fisher Asset Management ($433.3M) and Bank of America Corp. ($312.9M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Global Tech ETF
- CUSIP
- 464287291
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $89.7M |
| Exits | 27 | $47.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,662,220 shares bought and 2,375,839 shares sold, net −713,619 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 560 holders
| Phoenix Financial Ltd. | 3.95% | No change | 4,005,100 | $578.7M |
| Fisher Asset Management | 0.13% | Reduce -2.6% | 2,999,200 | $433.3M |
| Bank of America Corp. | 0.02% | Reduce -2.0% | 2,165,529 | $312.9M |
| FIL Ltd | 0.16% | Add +31.8% | 1,501,581 | $216.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -31.7% | 1,378,958 | $193.8M |
| PGIM Custom Harvest LLC | 1.98% | Reduce -0.7% | 1,093,248 | $158.0M |
| Morgan Stanley | 0.01% | Add +4.7% | 1,068,822 | $154.4M |
| Wells Fargo & Company | 0.03% | Add +2.0% | 1,023,056 | $147.8M |
| LPL Financial LLC | 0.03% | Add +5.5% | 966,457 | $139.6M |
| Portfolio Strategies, Inc. | 12.97% | Reduce -0.6% | 911,690 | $132.2M |
| Royal Bank of Canada | 0.02% | Reduce -0.0% | 887,649 | $128.2M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -38.3% | 711,470 | $100.0M |
| Patten & Patten Inc. | 4.36% | Add +4.9% | 569,817 | $82.3M |
| BlackRock, Inc. | 0.00% | Reduce -4.6% | 541,660 | $78.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.3% | 482,782 | $70.0M |
| UBS Group AG | 0.01% | Reduce -1.1% | 438,244 | $63.3M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -1.3% | 413,247 | $59.7M |
| Schroder Investment Management Group | 0.04% | Add +53.5% | 408,970 | $57.5M |
| Parallel Advisors, LLC | 0.63% | Reduce -2.1% | 284,758 | $41.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.9% | 278,002 | $40.2M |
| HighTower Advisors, LLC | 0.04% | Add +3.5% | 270,625 | $39.1M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.4% | 250,574 | $36.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.3% | 229,488 | $33.2M |
| Banco Santander, S.A. | 0.19% | Reduce -29.2% | 210,421 | $30.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 210,313 | $30.4M |
| Osaic Holdings, Inc. | 0.03% | Add +1.4% | 196,338 | $28.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -0.9% | 194,263 | $28.1M |
| Scotia Capital Inc. | 0.10% | Reduce -3.9% | 191,174 | $27.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | New | 186,288 | $26.9M |
| Fsa Wealth Partners, Inc. | 6.64% | New | 183,648 | $26.5M |
| Amundi | 0.01% | Reduce -26.7% | 170,457 | $24.6M |
| Cetera Investment Advisers | 0.02% | Reduce -3.3% | 163,407 | $23.6M |
| Cerity Partners LLC | 0.03% | Add +80.2% | 153,245 | $22.1M |
| Focus Partners Wealth | 0.02% | Add +0.2% | 142,379 | $20.6M |
| Jones Financial Companies LLLP | 0.01% | Add +7.5% | 148,417 | $20.5M |
| Sava Penzisko Drushtvo A.D. Skopje | 5.44% | Reduce -40.5% | 176,230 | $20.4M |
| M&T Bank Corp | 0.05% | Reduce -8.3% | 117,699 | $17.0M |
| Rathbones Group PLC | 0.06% | Add +11.6% | 112,498 | $16.3M |
| Johnson Investment Counsel Inc. | 0.12% | Reduce -0.2% | 111,125 | $16.1M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -0.5% | 107,571 | $15.5M |
| NFSG Corp | 1.85% | Add +1.7% | 103,630 | $15.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +127.2% | 103,396 | $14.9M |
| Summit Wealth Group, LLC | 2.98% | Add +0.8% | 100,969 | $14.6M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -3.1% | 94,150 | $13.6M |
| New Insight Wealth Advisors | 3.75% | Reduce -0.7% | 88,111 | $12.7M |
| Rollins Financial Advisors, LLC | 1.66% | Add +2.1% | 87,215 | $12.6M |
| VAUGHAN & Co SECURITIES, INC. | 5.55% | Reduce -6.8% | 82,393 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.7% | 82,002 | $11.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +61.2% | 79,590 | $11.5M |
| Bank of Montreal | 0.00% | Add +3.2% | 75,592 | $10.9M |
| Nicholson Meyer Capital Management, Inc. | 6.96% | Reduce -13.4% | 72,285 | $10.4M |
| Marshall Wace, LLP | 0.01% | Add +53.9% | 70,393 | $10.2M |
| Wealthfront Advisers LLC | 0.02% | Add +4.5% | 69,878 | $10.1M |
| Shira Ridge Wealth Management | 3.49% | Reduce -1.7% | 69,258 | $10.0M |
| Signature Estate & Investment Advisors LLC | 0.18% | Reduce -3.1% | 69,158 | $10.0M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -1.6% | 67,411 | $9.7M |
| Bellwether Advisors, LLC | 1.43% | Add +3.6% | 66,780 | $9.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.3% | 63,104 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.0% | 67,736 | $9.0M |
| Cardinal Strategic Wealth Guidance | 1.95% | Reduce -9.1% | 59,402 | $8.6M |
| Vickerman Investment Advisors, Inc. | 1.60% | Reduce -39.3% | 57,026 | $8.2M |
| MML Investors Services, LLC | 0.02% | Reduce -10.3% | 56,532 | $8.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.2% | 52,824 | $7.6M |
| DV Equities, LLC | 1.05% | — | 50,000 | $7.2M |
| World Investment Advisors | 0.12% | Reduce -1.9% | 71,262 | $7.2M |
| GTS Securities LLC | 0.15% | Add +31.8% | 48,657 | $7.0M |
| Cambria Investment Management, L.P. | 0.35% | Reduce -51.0% | 48,380 | $7.0M |
| Flagship Private Wealth, LLC | 2.44% | Reduce -3.6% | 47,737 | $6.9M |
| Courier Capital LLC | 0.34% | Reduce -0.8% | 46,782 | $6.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 45,740 | $6.6M |
| SP Asset Management LLC | 0.51% | Add +0.1% | 44,314 | $6.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -16.3% | 44,097 | $6.4M |
| Creative Planning | 0.00% | Add +6.2% | 42,661 | $6.2M |
| Fca Corp. | 1.49% | Reduce -0.4% | 41,725 | $6.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.0% | 41,284 | $6.0M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 39,887 | $5.8M |
| Oak Barrel Wealth Advisory LLC | 2.46% | — | 38,569 | $5.6M |
| Waverly Advisors, LLC | 0.03% | Add +2.7% | 38,398 | $5.5M |
| NewEdge Advisors, LLC | 0.02% | Add +0.9% | 37,000 | $5.3M |
| Larch Capital Partners LLC | 0.74% | Add +0.0% | 35,975 | $5.2M |
| Fifth Third Bancorp | 0.01% | Reduce -1.0% | 35,717 | $5.2M |
| Pinnacle Associates Ltd. | 0.06% | Add +0.8% | 34,864 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.6% | 34,831 | $5.0M |
| Northland Securities, Inc. | 2.92% | Add +7.7% | 34,721 | $5.0M |
| Defined Wealth Management, LLC | 2.57% | Reduce -0.5% | 34,622 | $5.0M |
| FMR LLC | 0.00% | Add +6.7% | 33,481 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -56.6% | 33,407 | $4.8M |
| Bernardo Wealth Planning LLC | 0.78% | Add +0.1% | 31,666 | $4.6M |
| Eq LLC | 1.08% | Reduce -2.7% | 30,457 | $4.4M |
| Decision Investments, Inc. | 3.98% | Add +0.2% | 30,298 | $4.4M |
| Money Concepts Capital Corp. | 0.19% | Reduce -5.0% | 28,460 | $4.1M |
| AQR Capital Management | 0.00% | Add +169.4% | 28,049 | $4.1M |
| Western Wealth Management, LLC | 0.13% | Add +0.9% | 27,986 | $4.0M |
| PFG Advisors | 0.20% | Add +36.0% | 27,929 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -8.5% | 27,603 | $4.0M |
| Choreo, LLC | 0.04% | Reduce -2.0% | 27,376 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.8% | 27,305 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +7.0% | 26,311 | $3.8M |
| Citigroup Inc. | 0.00% | Add +5.8% | 26,069 | $3.8M |
| J. Mark Nickell & Co. | 2.90% | Reduce -21.9% | 25,165 | $3.6M |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -4.2% | 24,296 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.87% | No change | 24,248 | $3.5M |
| Icon Wealth Advisors, LLC | 0.21% | Reduce -1.8% | 23,977 | $3.5M |
| MA Private Wealth | 0.51% | Reduce -1.9% | 23,824 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -22.3% | 23,546 | $3.4M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -1.9% | 23,106 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +1.3% | 22,305 | $3.2M |
| Marotta Asset Management | 0.53% | Reduce -1.8% | 22,755 | $3.2M |
| Keystone Financial Group | 0.19% | Reduce -0.6% | 21,922 | $3.2M |
| Slow Capital, Inc. | 0.37% | Reduce -19.8% | 21,849 | $3.2M |
| Silvia McColl Wealth Management, LLC | 1.89% | No change | 21,800 | $3.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.3% | 21,465 | $3.1M |
| NTV Asset Management LLC | 0.30% | Reduce -6.2% | 21,290 | $3.1M |
| Carnegie Investment Counsel | 0.06% | Reduce -0.1% | 21,219 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -28.9% | 21,172 | $3.1M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -0.7% | 19,296 | $2.8M |
| Arax Advisory Partners | 0.02% | Add +1224.0% | 19,000 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Add +2.2% | 19,234 | $2.7M |
| Shum Financial Group, Inc. | 1.61% | Reduce -1.9% | 18,531 | $2.7M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -1.4% | 18,332 | $2.6M |
| Columbus Macro, LLC | 0.25% | Reduce -1.1% | 18,136 | $2.6M |
| HSBC Holdings PLC | 0.00% | No change | 18,000 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.2% | 17,920 | $2.6M |
| Patten Group, Inc. | 0.39% | Reduce -4.2% | 17,397 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.3% | 17,283 | $2.5M |
| Greenleaf Trust | 0.02% | No change | 16,985 | $2.5M |
| Sharkey, Howes & Javer | 0.30% | Reduce -18.7% | 16,914 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +5.3% | 16,771 | $2.4M |
| Clarus Wealth Advisors | 0.93% | Reduce -18.1% | 17,571 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -3.8% | 16,703 | $2.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +4.1% | 16,692 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -0.1% | 16,675 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -4.4% | 16,717 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 16,420 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +167.9% | 16,274 | $2.4M |
| Balance Wealth Partners LLC | 0.61% | Add +0.0% | 15,924 | $2.3M |
| Fulcrum Wealth Advisors, LLC | 1.72% | New | 15,564 | $2.2M |
| Marino, Stram & Associates LLC | 0.35% | Reduce -0.1% | 15,172 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -0.4% | 15,034 | $2.2M |
| Brandywine Oak Private Wealth LLC | 0.16% | No change | 14,872 | $2.1M |
| Forte Asset Management LLC | 0.86% | No change | 14,590 | $2.1M |
| Corient Private Wealth LP | 0.00% | No change | 14,403 | $2.1M |
| Hanover Advisors Inc. | 0.74% | Add +1.5% | 14,314 | $2.1M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +0.0% | 14,275 | $2.1M |
| Wedbush Securities Inc. | 0.05% | Add +28.7% | 14,093 | $2.0M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.1% | 13,899 | $2.0M |
| Sheets Smith Wealth Management | 0.20% | Reduce -7.9% | 13,842 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.19% | No change | 13,823 | $2.0M |
| Bessemer Group Inc. | 0.00% | Reduce -16.6% | 13,783 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -3.1% | 13,672 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.1% | 13,659 | $2.0M |
| Salem Investment Counselors Inc. | 0.05% | No change | 13,536 | $2.0M |
| Accurate Wealth Management, LLC | 0.18% | Add +25.4% | 13,753 | $1.9M |
| Perryman Financial Advisory Inc. | 0.25% | Add +3.8% | 13,257 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +3.1% | 13,108 | $1.9M |
| Yukon Wealth Management, Inc. | 0.54% | Add +12.4% | 13,105 | $1.9M |
| Essex Financial Services, Inc. | 0.09% | Reduce -1.0% | 12,814 | $1.9M |
| Worth Financial Advisory Group, LLC | 0.77% | New | 12,723 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.9% | 12,674 | $1.8M |
| Hilltop Holdings Inc. | 0.15% | No change | 12,600 | $1.8M |
| CX Institutional | 0.05% | Add +465.5% | 12,463 | $1.8M |
| Oxinas Partners, LLC | 0.70% | Reduce -3.5% | 12,342 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -2.5% | 12,158 | $1.8M |
| Q3 Asset Management | 0.32% | New | 12,141 | $1.8M |
| James Hambro & Partners LLP | 0.06% | Reduce -9.7% | 12,125 | $1.7M |
| Maridea Wealth Management LLC | 0.19% | Add +1.0% | 11,926 | $1.7M |
| Narus Financial Partners, LLC | 0.44% | Reduce -1.7% | 11,828 | $1.7M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.58% | — | 4,589 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +24.4% | 11,470 | $1.7M |
| Montis Financial, LLC | 0.34% | Add +0.3% | 11,437 | $1.7M |
| Aire Advisors, LLC | 0.27% | Add +0.1% | 11,275 | $1.6M |
| Sterling Group Wealth Management, LLC | 0.67% | No change | 11,258 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Reduce -36.2% | 11,254 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 11,197 | $1.6M |
| Tempo Wealth, LLC | 0.24% | Reduce -1.8% | 11,166 | $1.6M |
| Front Row Advisors LLC | 0.46% | Reduce -15.2% | 11,332 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -1.9% | 10,947 | $1.6M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.7% | 10,941 | $1.6M |
| Ellis Investment Partners, LLC | 0.23% | Reduce -0.4% | 10,549 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 10,265 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -0.2% | 9,891 | $1.4M |
| Brookstone Capital Management | 0.01% | Add +15.2% | 9,889 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +0.1% | 9,841 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.28% | Add +0.0% | 9,778 | $1.4M |
| Cynosure Group, LLC | 0.21% | No change | 9,611 | $1.4M |
| Composition Wealth, LLC | 0.02% | Add +0.0% | 9,458 | $1.4M |
| Mascagni Wealth Management, Inc. | 0.85% | Add +6.9% | 9,444 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +20.7% | 9,440 | $1.4M |
| Cypress Wealth Services, LLC | 0.17% | Reduce -0.8% | 9,424 | $1.4M |
| Keystone Wealth Services, LLC | 0.25% | Add +0.0% | 9,408 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 9,358 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +141.3% | 9,342 | $1.3M |
| Pictet North America Advisors SA | 0.12% | Reduce -48.7% | 9,077 | $1.3M |
| Strategies Wealth Advisors, LLC | 0.12% | No change | 9,072 | $1.3M |
| Mgo One Seven LLC | 0.02% | Reduce -0.2% | 9,027 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -6.7% | 9,015 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.41% | Reduce -2.0% | 8,820 | $1.3M |
| Mutual Advisors, LLC | 0.02% | Reduce -1.1% | 8,749 | $1.3M |
| Rasp Wealth Solutions, LLC | 0.42% | — | 8,717 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -17.5% | 8,676 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +3.1% | 8,592 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.11% | Add +27.7% | 8,559 | $1.2M |
| Sageworth Trust Co | 0.05% | No change | 8,311 | $1.2M |
| Dakota Wealth Management | 0.02% | Reduce -29.3% | 8,184 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | — | 8,145 | $1.2M |
| Montecito Bank & Trust | 0.18% | Add +0.7% | 8,127 | $1.2M |
| Asempa Wealth Advisors | 0.89% | Add +0.0% | 8,106 | $1.2M |
| Bawa N Mallick Trust | 0.37% | No change | 8,000 | $1.2M |
| HighPoint Advisor Group LLC | 0.04% | Add +3.9% | 7,954 | $1.1M |
| Ironwood Financial, llc | 0.18% | Add +0.2% | 8,285 | $1.1M |
| Harbour Investments, Inc. | 0.01% | Add +56.6% | 7,730 | $1.1M |
| Central Valley Advisors, LLC | 0.29% | No change | 7,699 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.11% | Add +6.7% | 7,646 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 7,557 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +3.7% | 7,709 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -1.7% | 7,466 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -33.2% | 7,462 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -3.5% | 7,454 | $1.1M |
| Catalyst Investment Management LLC | 0.96% | Reduce -4.0% | 7,292 | $1.1M |
| Allium Financial Advisors, LLC | 0.69% | Reduce -0.9% | 7,286 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.6% | 7,230 | $1.0M |
| Sonoma Private Wealth LLC | 1.11% | Reduce -1.2% | 7,177 | $1.0M |
| Brooks, Moore & Associates, Inc. | 0.45% | No change | 7,000 | $1.0M |
| SBI Securities Co., Ltd. | 0.02% | Add +30.4% | 6,976 | $1.0M |
| Lunt Capital Management, Inc. | 0.37% | Reduce -6.9% | 6,956 | $1.0M |
| Milestone Asset Management Group, LLC | 0.50% | Add +0.0% | 6,915 | $999K |
| Pathstone Holdings, LLC | 0.00% | New | 6,787 | $981K |
| Stephens Inc. | 0.01% | Add +2.0% | 6,659 | $962K |
| Farmers National Bank | 0.20% | No change | 6,650 | $961K |
| Summit Wealth Group LLC / Co. | 0.08% | Add +0.1% | 6,648 | $960K |
| HB Wealth Management, LLC | 0.01% | No change | 6,480 | $936K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -0.0% | 6,374 | $921K |
| Physician Wealth Advisors, Inc. | 0.11% | Add +1.7% | 6,310 | $912K |
| Windsor Capital Management, LLC | 0.24% | No change | 6,300 | $910K |
| Pinebridge Investments LLC | 0.01% | Reduce -61.4% | 6,264 | $905K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +61.6% | 6,217 | $898K |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 6,074 | $878K |
| Prudential PLC | 0.01% | New | 6,070 | $877K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +6.8% | 6,019 | $870K |
| Platform Technology Partners | 0.14% | No change | 6,016 | $869K |
| Uhlmann Price Securities, LLC | 0.03% | No change | 6,000 | $867K |
| Well Done, LLC | 0.12% | No change | 5,937 | $858K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 5,868 | $848K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.8% | 5,827 | $842K |
| Patton Albertson Miller Group, LLC | 0.08% | Reduce -0.4% | 5,813 | $840K |
| Arkadios Wealth Advisors | 0.01% | Add +2.1% | 5,653 | $817K |
| Ieq Capital, LLC | 0.00% | Add +1.0% | 5,635 | $814K |
| Pines Wealth Management, LLC | 0.23% | Reduce -30.8% | 5,629 | $813K |
| &partners | 0.00% | Add +7.4% | 5,626 | $813K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,770 | $807K |
| Able Wealth Management LLC | 0.18% | Reduce -30.2% | 5,546 | $801K |
| KCM Investment Advisors LLC | 0.02% | No change | 5,526 | $798K |
| Nuveen, LLC | 0.00% | New | 5,474 | $791K |
| Buckhead Capital Management LLC | 0.27% | No change | 5,430 | $785K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 5,425 | $784K |
| Goodman Advisory Group, LLC | 0.18% | Add +0.5% | 5,367 | $775K |
| Fiduciary Financial Advisors | 0.08% | New | 5,332 | $770K |
| CFS Investment Advisory Services, LLC | 0.05% | No change | 5,561 | $759K |
| Blue Trust, Inc. | 0.01% | Add +18.6% | 5,204 | $752K |
| Bluedoor Private Wealth, LLC | 0.32% | No change | 5,190 | $750K |
| Mission Wealth Management, LP | 0.01% | Add +4.1% | 5,129 | $741K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +49.2% | 5,123 | $740K |
| WealthTrust Axiom LLC | 0.16% | No change | 5,067 | $732K |
| Sava Infond d.o.o. | 0.05% | Add +38.9% | 5,000 | $722K |
| IFP Advisors, Inc | 0.01% | Reduce -24.0% | 4,901 | $708K |
| Mandatum Life Insurance Co Ltd | 0.13% | No change | 4,846 | $700K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.5% | 4,811 | $695K |
| Napier Financial, LLC | 0.14% | No change | 4,800 | $694K |
| Tull Financial Group, Inc. | 0.26% | No change | 4,668 | $674K |
| Sequent Planning LLC | 0.14% | New | 4,663 | $674K |
| Vise Technologies, Inc. | 0.01% | Add +9.0% | 4,656 | $673K |
| Continuum Wealth Advisors, LLC | 0.22% | Reduce -3.6% | 4,598 | $664K |
| Empower Advisory Group, LLC | 0.00% | No change | 4,563 | $659K |
| IHT Wealth Management, LLC | 0.01% | Add +2.6% | 4,523 | $654K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.9% | 4,474 | $646K |
| Summit Financial, LLC | 0.01% | Reduce -50.0% | 4,470 | $646K |
| MontVue Capital Management, Inc. | 0.37% | Reduce -3.5% | 4,429 | $640K |
| Susquehanna International Group, LLP | 0.00% | New | 4,415 | $638K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 4,414 | $638K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.1% | 4,413 | $638K |
| Shelter Rock Management, LLC | 0.62% | No change | 4,410 | $637K |
| Tableaux LLC | 0.27% | No change | 4,394 | $635K |
| CoreCap Advisors, LLC | 0.02% | Add +13.5% | 4,269 | $617K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.3% | 4,262 | $616K |
| HBW Advisory Services LLC | 0.06% | New | 4,229 | $611K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +93.8% | 4,108 | $593K |
| Assetmark, Inc. | 0.00% | Add +29.1% | 4,102 | $593K |
| Tidemark, LLC | 0.13% | Reduce -4.8% | 4,028 | $582K |
| Godfrey Financial Associates, Inc. | 0.44% | No change | 4,020 | $581K |
| Everett Harris & Co. | 0.01% | Reduce -10.1% | 4,020 | $581K |
| Deutsche Bank AG | 0.00% | No change | 3,974 | $574K |
| Integrated Advisors Network LLC | 0.03% | Add +12.3% | 3,951 | $571K |
| PDS Planning, Inc | 0.03% | No change | 3,943 | $570K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.6% | 3,942 | $570K |
| Balboa Wealth Partners | 0.08% | New | 3,897 | $563K |
| Excalibur Management Corp. | 0.18% | Reduce -0.7% | 3,842 | $555K |
| Vista Capital Partners, Inc. | 0.05% | No change | 3,839 | $555K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +5.2% | 3,794 | $548K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +14.5% | 3,793 | $548K |
| Lido Advisors, LLC | 0.00% | Reduce -9.3% | 3,771 | $545K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -6.6% | 3,875 | $544K |
| Urban Wealth Management, LLC | 0.47% | No change | 3,715 | $537K |
| Romano Brothers and Company | 0.05% | No change | 3,715 | $537K |
| Independent Advisor Alliance | 0.01% | Reduce -52.2% | 3,706 | $535K |
| Marin Bay Wealth Advisors, LLC | 0.29% | Add +0.1% | 3,702 | $535K |
| Norden Group LLC | 0.04% | Reduce -5.0% | 3,687 | $533K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,629 | $524K |
| KTF Investments, LLC | 0.05% | Reduce -4.0% | 3,622 | $523K |
| Delta Investment Management, LLC | 0.09% | Reduce -2.3% | 3,604 | $521K |
| Boston Research & Management Inc. | 0.12% | No change | 3,600 | $520K |
| Segment Wealth Management, LLC | 0.03% | No change | 3,600 | $520K |
| Texas Yale Capital Corp. | 0.01% | No change | 3,600 | $520K |
| Zacks Investment Management | 0.00% | No change | 3,579 | $517K |
| JB Capital LLC | 0.02% | Reduce -1.1% | 3,558 | $514K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -2.1% | 3,553 | $513K |
| Advisory Services Network, LLC | 0.01% | Add +43.8% | 3,527 | $510K |
| Richardson Capital Management LLC | 0.22% | Reduce -0.6% | 3,507 | $507K |
| Thomasville National Bank | 0.03% | — | 3,500 | $506K |
| Commerce Bank | 0.00% | Reduce -11.1% | 3,471 | $501K |
| Minot DeBlois Advisors LLC | 0.43% | No change | 3,450 | $498K |
| Private Trust Co. NA | 0.04% | No change | 3,442 | $497K |
| Glenmede Trust Co. NA | 0.00% | Add +3.0% | 3,400 | $491K |
| Ignite Planners, LLC | 0.07% | No change | 3,376 | $488K |
| United Advisor Group, LLC | 0.05% | Add +2.4% | 3,344 | $483K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,313 | $479K |
| Benjamin Edwards Inc. | 0.00% | Add +13.9% | 3,291 | $475K |
| Secure Asset Management, LLC | 0.07% | New | 3,271 | $473K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +39.6% | 3,251 | $470K |
| PFG Investments, LLC | 0.02% | Add +1.3% | 3,248 | $469K |
| Savvy Advisors, Inc. | 0.01% | Add +6.2% | 3,222 | $465K |
| Insigneo Advisory Services, LLC | 0.02% | Add +42.1% | 3,218 | $465K |
| Prospera Financial Services Inc | 0.01% | Add +12.4% | 3,194 | $462K |
| Rosenberg Matthew Hamilton | 0.09% | Reduce -1.3% | 3,185 | $460K |
| Intelligence Driven Advisers, LLC | 0.07% | Reduce -9.9% | 3,177 | $459K |
| Nova Wealth Management, Inc. | 0.25% | Add +0.4% | 3,173 | $458K |
| Mairs & Power Inc. | 0.00% | No change | 3,150 | $456K |
| First Business Financial Services, Inc. | 0.04% | No change | 3,143 | $454K |
| Next Level Wealth Planning, LLC | 0.20% | No change | 3,079 | $445K |
| Financial Partners Group, Inc | 0.05% | Reduce -0.6% | 3,077 | $445K |
| Peak Asset Management, LLC | 0.07% | No change | 3,076 | $444K |
| Seascape Capital Management | 0.11% | No change | 3,066 | $443K |
| L & S Advisors Inc | 0.05% | Add +0.1% | 3,043 | $440K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 4,124 | $437K |
| Searle & Co. | 0.10% | No change | 3,000 | $433K |
| RiverFront Investment Group, LLC | 0.01% | No change | 3,000 | $433K |
| Maseco LLP | 0.01% | New | 3,000 | $433K |
| VestGen Advisors, LLC | 0.01% | Add +1.7% | 2,968 | $429K |
| First Heartland Consultants, Inc. | 0.03% | New | 2,950 | $426K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -2.3% | 2,931 | $423K |
| Junk Investment Group, LLC | 0.19% | No change | 2,927 | $423K |
| Brighton Jones LLC | 0.01% | Add +4.4% | 2,888 | $417K |
| Barnes Wealth Management Group, Inc | 0.19% | Add +14.4% | 2,881 | $416K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.0% | 2,856 | $413K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,835 | $410K |
| Zullo Investment Group, Inc. | 0.14% | No change | 2,833 | $409K |
| Laurel Oak Wealth Management, LLC | 0.06% | No change | 2,817 | $407K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 2,791 | $403K |
| Legacy Advisors, LLC | 0.04% | No change | 2,700 | $390K |
| Naviter Wealth, LLC | 0.04% | No change | 2,700 | $390K |
| 4J Wealth Management LLC | 0.19% | Reduce -11.4% | 2,696 | $390K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Add +0.1% | 2,682 | $387K |
| Continuum Advisory, LLC | 0.03% | Reduce -36.4% | 2,676 | $387K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 2,600 | $375K |
| Plancorp, LLC | 0.01% | No change | 2,693 | $368K |
| Financial Perspectives, Inc | 0.09% | Add +0.1% | 2,530 | $366K |
| IFG Advisory, LLC | 0.01% | New | 2,518 | $364K |
| Strategy Asset Managers LLC | 0.05% | Reduce -2.3% | 2,516 | $364K |
| Bellecapital International Ltd. | 0.06% | No change | 2,508 | $362K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 2,500 | $361K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -28.6% | 2,500 | $361K |
| ATX Financial Planning, LLC | 0.24% | Reduce -5.4% | 2,488 | $359K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,488 | $359K |
| NewEdge Wealth, LLC | 0.00% | New | 2,471 | $357K |
| Natixis | 0.00% | Add +24.8% | 2,478 | $355K |
| Moors & Cabot, Inc. | 0.01% | Add +2.1% | 2,442 | $353K |
| BCGM Wealth Management, LLC | 0.07% | No change | 2,418 | $349K |
| SK Wealth Management, LLC | 0.08% | Add +0.1% | 2,503 | $349K |
| Tenet Wealth Partners, LLC | 0.26% | — | 2,639 | $348K |
| Principal Securities, Inc. | 0.00% | Add +1.8% | 2,401 | $347K |
| Pps&v Asset Management Consultants, Inc. | 0.19% | No change | 2,400 | $347K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 2,396 | $346K |
| Clarity Wealth Advisors, LLC | 0.06% | Reduce -6.8% | 2,382 | $344K |
| Sovran Advisors, LLC | 0.03% | No change | 2,660 | $344K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Add +7.2% | 2,373 | $342K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 2,349 | $339K |
| Verus Capital Partners, LLC | 0.02% | Reduce -1.2% | 2,340 | $338K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -2.2% | 2,322 | $335K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,309 | $334K |
| Zhang Financial LLC | 0.01% | No change | 2,280 | $329K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,274 | $329K |
| Key Financial Inc | 0.05% | Reduce -5.2% | 2,272 | $328K |
| DecisionMap Wealth Management, LLC | 0.18% | Reduce -18.7% | 2,270 | $328K |
| Vermillion & White Wealth Management Group, LLC | 0.17% | Add +0.0% | 2,264 | $327K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,253 | $326K |
| Angeles Wealth Management, LLC | 0.01% | Add +57.4% | 2,235 | $323K |
| FLC Capital Advisors | 0.05% | No change | 2,208 | $319K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 2,204 | $318K |
| Kingsview Wealth Management, LLC | 0.00% | New | 2,200 | $318K |
| Gentry Private Wealth, LLC | 0.16% | No change | 2,160 | $312K |
| GoalVest Advisory LLC | 0.06% | No change | 2,160 | $312K |
| Bridges Investment Management Inc. | 0.00% | New | 2,126 | $307K |
| Traynor Capital Management, Inc. | 0.01% | Add +0.9% | 2,123 | $307K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.6% | 2,112 | $305K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 2,094 | $303K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,136 | $299K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.1% | 2,060 | $298K |
| Perigon Wealth Management, LLC | 0.00% | No change | 2,050 | $296K |
| WealthPlan Investment Management, LLC | 0.01% | Add +0.1% | 2,050 | $296K |
| Chartist Inc. | 0.18% | No change | 2,049 | $296K |
| Trek Financial, LLC | 0.01% | New | 2,029 | $293K |
| JSF Financial, LLC | 0.05% | Add +0.1% | 2,019 | $292K |
| Arlington Trust Co LLC | 0.02% | Reduce -16.7% | 2,000 | $289K |
| 5th Street Advisors, LLC | 0.11% | New | 1,974 | $285K |
| Belvedere Trading LLC | 0.02% | New | 1,957 | $283K |
| UMB Bank, n.a. | 0.00% | No change | 1,955 | $282K |
| J.E. Simmons & Co., P.C. | 0.16% | New | 1,950 | $282K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 1,950 | $282K |
| Viewpoint Investment Partners Corp. | 0.10% | New | 1,935 | $279K |
| Heritage Oak Wealth Advisors LLC | 0.08% | New | 1,930 | $279K |
| Frederick Financial Consultants, LLC | 0.12% | New | 1,921 | $278K |
| CENTRAL TRUST Co | 0.01% | No change | 1,918 | $277K |
| Philadelphia Trust Co. | 0.02% | New | 1,920 | $277K |
| Fielder Capital Group LLC | 0.06% | New | 1,914 | $277K |
| Signaturefd, LLC | 0.00% | Add +41.3% | 1,908 | $276K |
| Aspiriant, LLC | 0.01% | New | 1,902 | $275K |
| Bravias Capital Group, LLC | 0.16% | New | 1,894 | $274K |
| Resurgent Financial Advisors LLC | 0.08% | New | 1,887 | $273K |
| Aspen Investment Management Inc | 0.07% | New | 1,881 | $272K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,863 | $269K |
| Investmark Advisory Group LLC | 0.10% | New | 1,863 | $269K |
| Traub Capital Management LLC | 0.24% | New | 1,860 | $269K |
| Advisory Alpha, LLC | 0.01% | New | 1,840 | $266K |
| Kilter Group LLC | 0.10% | No change | 1,828 | $264K |
| Forefront Wealth Partners, LLC | 0.08% | New | 1,814 | $262K |
| CM Wealth Advisors LLC | 0.05% | New | 1,803 | $260K |
| Hengehold Capital Management LLC | 0.02% | New | 1,802 | $260K |
| Baxter Bros Inc. | 0.03% | New | 1,800 | $260K |
| CRA Financial Services, LLC | 0.03% | New | 1,800 | $260K |
| Brown Advisory Inc. | 0.00% | New | 1,780 | $257K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,745 | $252K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.9% | 1,708 | $247K |
| Panoramic Investment Advisors, LLC | 0.12% | New | 1,690 | $244K |
| EFG International AG | 0.00% | No change | 1,686 | $244K |
| Stonebridge Financial Group, LLC | 0.03% | — | 1,667 | $240K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,740 | $238K |
| Acumen Wealth Advisors, LLC | 0.05% | Add +47.7% | 1,639 | $237K |
| Midwest Trust Co | 0.00% | New | 1,636 | $236K |
| Flputnam Investment Management Co. | 0.00% | New | 1,692 | $234K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 1,601 | $231K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,599 | $231K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -5.2% | 1,700 | $230K |
| Williams & Novak, LLC | 0.15% | New | 1,590 | $230K |
| Financial Management Network Inc. | 0.03% | New | 1,730 | $229K |
| Steinberganna Wealth Management | 0.09% | New | 1,582 | $229K |
| Hamilton Capital, LLC | 0.01% | New | 1,565 | $226K |
| Vontobel Holding Ltd. | 0.00% | New | 1,638 | $225K |
| Outlook Wealth Advisors, LLC | 0.05% | New | 1,551 | $224K |
| Spinnaker Trust | 0.01% | New | 1,530 | $221K |
| SevenBridge Financial Group, LLC | 0.03% | New | 1,537 | $217K |
| TFB Advisors LLC | 0.10% | New | 1,494 | $216K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 1,483 | $214K |
| Am Investment Strategies LLC | 0.04% | New | 1,470 | $212K |
| Cora Capital Advisors LLC | 0.06% | New | 1,467 | $212K |
| Sweeney & Michel, LLC | 0.06% | New | 1,499 | $211K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,460 | $211K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,459 | $211K |
| Proactive Wealth Strategies LLC | 0.03% | New | 1,445 | $209K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 1,434 | $207K |
| Annex Advisory Services, LLC | 0.00% | New | 1,404 | $203K |
| Myecfo, LLC | 0.08% | New | 1,400 | $202K |
| Paradigm, Strategies in Wealth Management, LLC | 0.12% | New | 1,392 | $201K |
| Allworth Financial LP | 0.00% | Add +12.1% | 1,315 | $190K |
| Purpose Unlimited Inc. | 0.01% | No change | 1,290 | $186K |
| Cape Investment Advisory, Inc. | 0.05% | New | 1,272 | $184K |
| Dunhill Financial, LLC | 0.04% | Add +0.5% | 1,267 | $183K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.1% | 1,230 | $178K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,171 | $165K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 1,120 | $162K |
| Commonwealth Retirement Investments LLC | 0.04% | New | 1,074 | $155K |
| 1 North Wealth Services LLC | 0.05% | No change | 1,056 | $153K |
| Morse Asset Management, Inc | 0.02% | No change | 1,000 | $144K |
| Hantz Financial Services, Inc. | 0.00% | New | 869 | $126K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -13.2% | 863 | $125K |
| Elevated Capital Advisors, LLC | 0.03% | No change | 799 | $115K |
| Mather Group, Llc. | 0.00% | No change | 795 | $115K |
| Creative Financial Designs Inc. | 0.01% | New | 794 | $115K |
| Cary Street Partners Financial LLC | 0.00% | New | 771 | $111K |
| Archer Investment Corp | 0.02% | No change | 765 | $111K |
| Highline Wealth Partners LLC | 0.02% | No change | 735 | $106K |
| Qube Research & Technologies Ltd | 0.00% | Add +107.0% | 681 | $98K |
| AlphaCore Capital LLC | 0.00% | No change | 628 | $91K |
| Institute for Wealth Management, LLC. | 0.01% | New | 605 | $87K |
| VSM Wealth Advisory, LLC | 0.02% | Add +0.2% | 600 | $87K |
| Vanguard National Trust Co | 0.00% | No change | 600 | $87K |
| Downshift Financial, LLC | 0.04% | New | 568 | $82K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 534 | $77K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 514 | $74K |
| Bay Harbor Wealth Management, LLC | 0.02% | Add +0.2% | 499 | $72K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 490 | $71K |
| Triumph Capital Management | 0.01% | No change | 481 | $69K |
| Ameriflex Group, Inc. | 0.03% | Add +0.2% | 465 | $67K |
| NBT Bank, N.A. | 0.00% | Reduce -47.3% | 456 | $66K |
| Hollencrest Capital Management | 0.00% | No change | 450 | $65K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.2% | 443 | $64K |
| LifeSteps Financial, Inc. | 0.03% | New | 438 | $63K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 400 | $58K |
| Advisors Preferred, LLC | 0.01% | New | 417 | $57K |
| Tucker Asset Management LLC | 0.01% | Add +25.2% | 393 | $57K |
| BNP Paribas Financial Markets | 0.00% | New | 393 | $57K |
| Darwin Wealth Management, LLC | 0.02% | No change | 387 | $56K |
| PFS Partners, LLC | 0.02% | No change | 376 | $54K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 375 | $54K |
| XP Advisory US, Inc. | 0.03% | — | 370 | $53K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.8% | 367 | $53K |
| First Bancorp, Inc | 0.02% | New | 362 | $52K |
| Ancora Advisors LLC | 0.00% | No change | 354 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 321 | $46K |
| Colonial Trust Advisors | 0.00% | No change | 294 | $42K |
| Bayban | 0.03% | No change | 285 | $41K |
| Founders Financial Alliance, LLC | 0.01% | No change | 282 | $41K |
| Walsh & Associates, LLC | 0.03% | New | 272 | $39K |
| West Branch Capital LLC | 0.01% | Reduce -22.9% | 272 | $39K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 271 | $39K |
| Larson Financial Group LLC | 0.00% | No change | 270 | $39K |
| Founders Capital Management | 0.02% | No change | 266 | $38K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 266 | $38K |
| Investors Research Corp | 0.01% | New | 265 | $38K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 262 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 250 | $36K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 222 | $32K |
| Abound Wealth Management | 0.01% | No change | 219 | $32K |
| Go Invest LLC | 0.01% | Add +6.4% | 215 | $31K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 210 | $30K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 210 | $30K |
| Tsfg, LLC | 0.00% | No change | 192 | $28K |
| Orion Capital Management LLC | 0.01% | Reduce -5.0% | 190 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -3.7% | 182 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 178 | $26K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 150 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +157.9% | 147 | $21K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 137 | $20K |
| Synergy Investment Management, LLC | 0.00% | Reduce -71.3% | 121 | $17K |
| Bravera Wealth | 0.01% | No change | 118 | $17K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 113 | $16K |
| Vision Retirement, LLC | 0.00% | No change | 100 | $14K |
| Key Capital Management, INC | 0.01% | New | 93 | $13K |
| Westside Investment Management, Inc. | 0.00% | No change | 85 | $12K |
| Sankala Group LLC | 0.01% | Add +100.0% | 86 | $12K |
| Byrne Asset Management LLC | 0.01% | No change | 76 | $11K |
| Van Eck Associates Corp. | 0.00% | No change | 67 | $10K |
| WealthShield Partners, LLC | 0.00% | Reduce -94.4% | 50 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 49 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 48 | $7K |
| Mosley Wealth Management | 0.00% | New | 46 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 24 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 22 | $3K |
| Security National Bank of Sioux City Iowa | 0.00% | New | 20 | $3K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 18 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 3 | $380 |
"% of holder's portfolio" is IXN's weight in each manager's 13F, not the share of iShares Global Tech ETF the manager owns.