iShares MSCI Eafe Small-CapSCZETF
13F holders, Q1 2026 (March 31)764holders +11
56new positions
39sold out
7famous investors
$77.43avg. 13F price*
At the end of Q1 2026, 764 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 11 from Q4 2025. 56 opened new positions and 39 sold out. The largest holders were Jones Financial Companies LLLP ($3.8B), Natixis Advisors, LLC ($996.3M) and TIAA Wealth Investment Management LLC ($721.3M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares MSCI Eafe Small-Cap
- CUSIP
- 464288273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $42.5M |
| Exits | 39 | $11.8M |
All 13F filers, Q4 2025 → Q1 2026: 23,865,880 shares bought and 17,912,594 shares sold, net +5,953,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Jones Financial Companies LLLP | 1.80% | Add +40.9% | 49,428,037 | $3.8B |
| Natixis Advisors, LLC | 1.39% | Add +14.1% | 12,706,169 | $996.3M |
| TIAA Wealth Investment Management LLC | 5.51% | — | 9,480,809 | $721.3M |
| FMR LLC | 0.02% | Add +72.3% | 4,673,742 | $366.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.31% | — | 4,351,812 | $341.2M |
| Creative Planning | 0.21% | Reduce -1.9% | 3,924,370 | $307.7M |
| BlackRock, Inc. | 0.01% | Add +11.2% | 3,787,452 | $297.0M |
| State of New Jersey Common Pension Fund D | 1.12% | No change | 3,702,826 | $290.3M |
| Bank of New York Mellon Corp | 0.05% | Add +0.7% | 3,174,657 | $248.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +12.8% | 3,036,092 | $238.1M |
| Morgan Stanley | 0.01% | Add +4.4% | 2,495,025 | $195.6M |
| Bank of America Corp. | 0.01% | Add +35.3% | 2,452,274 | $192.3M |
| Wellington Management Group LLP | 0.02% | Add +24.0% | 1,478,776 | $116.0M |
| Northern Trust Corp. | 0.01% | Add +2.8% | 1,300,436 | $102.0M |
| Focus Partners Wealth | 0.11% | Reduce -0.9% | 1,284,028 | $100.7M |
| Cassaday & Co Wealth Management LLC | 2.10% | Reduce -1.0% | 1,258,490 | $98.7M |
| Cetera Investment Advisers | 0.09% | Add +5.1% | 1,131,350 | $88.7M |
| UBS Group AG | 0.01% | Add +25.7% | 975,244 | $76.5M |
| Modera Wealth Management, LLC | 0.84% | Reduce -2.3% | 894,861 | $70.2M |
| Wilmington Savings Fund Society, FSB | 1.61% | Reduce -1.8% | 861,100 | $67.5M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 848,780 | $66.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +8.5% | 720,172 | $56.5M |
| HighTower Advisors, LLC | 0.06% | Add +1.4% | 701,254 | $55.0M |
| Susquehanna International Group, LLP | 0.07% | Add +2382.2% | 686,291 | $53.8M |
| State of Tennessee, Department of Treasury | 0.17% | Reduce -0.0% | 625,924 | $49.1M |
| Nuveen, LLC | 0.01% | Add +145.3% | 616,804 | $48.4M |
| Financial Advisory Corp | 6.34% | Reduce -1.9% | 581,867 | $45.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 576,958 | $45.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.86% | Reduce -3.1% | 576,024 | $45.2M |
| National Bank of Canada | 0.04% | Add +2171.5% | 539,172 | $42.3M |
| Bank of Montreal | 0.02% | Reduce -26.0% | 531,686 | $41.7M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.0% | 496,916 | $39.0M |
| Wells Fargo & Company | 0.01% | Add +31.4% | 476,324 | $37.3M |
| Corient Private Wealth LP | 0.05% | Reduce -0.2% | 491,436 | $37.3M |
| Moneta Group Investment Advisors LLC | 0.28% | Add +5.0% | 469,189 | $36.8M |
| Baker Avenue Asset Management, LP | 0.80% | Add +0.4% | 446,785 | $35.0M |
| Plancorp, LLC | 0.98% | Reduce -0.1% | 414,374 | $34.3M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +0.6% | 406,167 | $31.8M |
| MAI Capital Management | 0.17% | Add +2.5% | 376,174 | $29.5M |
| Halbert Hargrove Global Advisors, LLC | 1.43% | Reduce -2.0% | 375,064 | $29.4M |
| Mercer Global Advisors Inc. | 0.04% | Add +21.7% | 367,659 | $28.8M |
| Bear Mountain Capital, Inc. | 8.48% | Add +2.5% | 333,626 | $28.2M |
| Choreo, LLC | 0.30% | Reduce -3.4% | 314,114 | $24.6M |
| Arvest Bank Trust Division | 1.34% | Reduce -1.5% | 313,649 | $24.6M |
| Fifth Third Bancorp | 0.04% | Add +36.7% | 302,862 | $23.7M |
| Shakespeare Wealth Management, LLC | 5.52% | Add +0.9% | 297,524 | $23.3M |
| Pure Financial Advisors, LLC | 0.33% | Add +1.5% | 293,542 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Reduce -0.9% | 290,142 | $22.8M |
| Citadel Advisors | 0.02% | New | 287,647 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 250,690 | $19.7M |
| Mill Creek Capital Advisors, LLC | 0.39% | Reduce -9.6% | 241,779 | $19.0M |
| Aspect Partners, LLC | 7.66% | Add +1472.3% | 239,050 | $18.7M |
| Bryn Mawr Trust Advisors, LLC | 0.88% | Add +15.5% | 230,756 | $18.1M |
| FSM Wealth Advisors, LLC | 2.31% | Add +5.0% | 229,229 | $18.0M |
| Mission Wealth Management, LP | 0.37% | Add +1.9% | 228,135 | $17.9M |
| IMA Advisory Services, Inc. | 1.72% | Add +80.3% | 225,289 | $17.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 213,145 | $16.7M |
| Savant Capital, LLC | 0.08% | Add +12.5% | 212,798 | $16.7M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 210,952 | $16.5M |
| Truist Financial Corp. | 0.02% | Reduce -6.6% | 206,205 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +73.3% | 203,743 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.2% | 208,764 | $15.9M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -1.2% | 200,781 | $15.7M |
| First Citizens Bank & Trust Co. | 0.33% | Reduce -2.1% | 197,137 | $15.5M |
| Tiaa Trust, National Association | 0.94% | Reduce -98.7% | 196,512 | $15.4M |
| Osaic Holdings, Inc. | 0.02% | Add +3.0% | 190,741 | $15.0M |
| Exencial Wealth Advisors, LLC | 0.44% | Reduce -1.2% | 179,876 | $14.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -6.3% | 175,414 | $13.8M |
| Wealth Architects, LLC | 1.22% | Reduce -2.7% | 175,076 | $13.7M |
| RTD Financial Advisors, Inc. | 1.65% | Reduce -0.8% | 170,857 | $13.4M |
| Checchi Capital Advisers, LLC | 0.91% | Reduce -8.3% | 169,123 | $13.3M |
| Mariner, LLC | 0.01% | Add +2.9% | 163,979 | $12.9M |
| Captrust Financial Advisors | 0.02% | Add +1.5% | 160,176 | $12.6M |
| Klingman & Associates, LLC | 0.60% | Reduce -0.6% | 156,770 | $12.3M |
| Lido Advisors, LLC | 0.05% | Add +368.3% | 152,294 | $11.9M |
| Pathstone Holdings, LLC | 0.05% | Reduce -0.6% | 152,270 | $11.9M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +4167.4% | 149,016 | $11.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 143,446 | $11.2M |
| Alesco Advisors, LLC, An ESL Co | 0.29% | Reduce -2.2% | 143,111 | $11.2M |
| Shoker Investment Counsel, Inc. | 3.32% | Add +1.2% | 142,826 | $11.2M |
| Omega Financial Group, LLC | 3.66% | Add +0.4% | 141,407 | $11.1M |
| Brand Asset Management Group, Inc. | 2.85% | Reduce -5.9% | 139,741 | $11.0M |
| Curi Capital, LLC | 0.19% | Add +20.8% | 138,828 | $10.9M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -8.3% | 135,482 | $10.6M |
| Sound Stewardship, LLC | 4.74% | Add +0.5% | 131,930 | $10.3M |
| NewEdge Advisors, LLC | 0.04% | Add +7.2% | 131,337 | $10.3M |
| Frontier Asset Management, LLC | 2.14% | Add +524.4% | 129,905 | $10.2M |
| DORVAL Corp | 3.15% | Reduce -4.3% | 129,498 | $10.2M |
| WESCAP Management Group, Inc. | 1.99% | Add +0.3% | 129,007 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.6% | 126,252 | $9.9M |
| Baird Financial Group, Inc. | 0.01% | Add +3.6% | 122,741 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -4.4% | 122,424 | $9.6M |
| Charles Schwab Trust Co | 0.60% | Add +0.1% | 118,891 | $9.3M |
| Brighton Jones LLC | 0.21% | Add +0.8% | 118,810 | $9.3M |
| Fonville Wealth Management LLC | 1.74% | Add +2.2% | 116,247 | $9.1M |
| Ifrah Financial Services, Inc. | 2.37% | Reduce -2.4% | 114,202 | $9.0M |
| Range Advisory, LLC | 1.66% | Add +48.1% | 114,106 | $8.9M |
| Sachem Hill LLC | 1.69% | Reduce -2.7% | 111,144 | $8.7M |
| Bessemer Group Inc. | 0.01% | Add +7.1% | 107,625 | $8.4M |
| IFG Advisors, LLC | 1.35% | Add +4.9% | 105,479 | $8.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +4.2% | 103,300 | $8.1M |
| LTG Capital LLC | 6.13% | Add +1.0% | 102,318 | $8.0M |
| Brooklyn FI, LLC | 1.68% | Reduce -1.7% | 102,087 | $8.0M |
| Bleakley Financial Group, LLC | 0.12% | Add +1.7% | 100,329 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -16.4% | 97,322 | $7.7M |
| Equitable Holdings, Inc. | 0.05% | Reduce -3.9% | 98,325 | $7.6M |
| US Bancorp \de | 0.01% | Reduce -0.3% | 95,892 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.8% | 95,916 | $7.5M |
| &partners | 0.04% | Reduce -2.1% | 94,685 | $7.4M |
| Arvest Investments, Inc. | 1.01% | Reduce -0.7% | 94,578 | $7.4M |
| Wealthspire Retirement, LLC | 0.43% | Add +5.3% | 92,157 | $7.2M |
| Bank of Stockton | 2.17% | Reduce -5.1% | 89,429 | $7.0M |
| Encompass Wealth Advisors, LLC | 2.44% | Add +2.2% | 89,379 | $7.0M |
| Cwm, LLC | 0.02% | Add +5.6% | 85,992 | $6.7M |
| Sterling Capital Management LLC | 0.13% | Reduce -9.3% | 84,128 | $6.6M |
| Franklin Resources Inc. | 0.00% | Add +4.0% | 83,218 | $6.5M |
| Cerity Partners LLC | 0.01% | Add +192.3% | 82,971 | $6.5M |
| American Century Companies Inc. | 0.00% | Add +493.5% | 81,515 | $6.4M |
| Waverly Advisors, LLC | 0.05% | Reduce -4.5% | 77,682 | $6.1M |
| NorthStar Asset Management LLC | 2.92% | Add +6.0% | 77,083 | $6.0M |
| Blueline Advisors LLC | 4.62% | Add +4.2% | 76,061 | $6.0M |
| Renaissance Technologies | 0.01% | Add +44.3% | 74,467 | $5.8M |
| MML Investors Services, LLC | 0.02% | Reduce -5.1% | 74,030 | $5.8M |
| Cornerstone Management, Inc. | 0.90% | Add +3.2% | 72,361 | $5.7M |
| My Personal CFO, LLC | 2.44% | Add +1.9% | 71,196 | $5.6M |
| Ritholtz Wealth Management | 0.10% | Reduce -5.9% | 71,059 | $5.6M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -2.0% | 70,755 | $5.5M |
| Parkside Financial Bank & Trust | 0.42% | Reduce -0.1% | 70,268 | $5.5M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +0.9% | 69,348 | $5.4M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -11.9% | 68,818 | $5.4M |
| Bank of Hawaii | 0.28% | Reduce -3.4% | 68,697 | $5.4M |
| Cascade Financial Partners, LLC | 0.54% | Add +6.2% | 66,479 | $5.2M |
| Harbor Advisory Corp. | 1.55% | Add +3.6% | 65,811 | $5.2M |
| Allworth Financial LP | 0.02% | Reduce -1.2% | 65,810 | $5.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -32.2% | 65,559 | $5.1M |
| One Capital Management, LLC | 0.14% | Add +4.6% | 65,083 | $5.1M |
| HUB Investment Partners, LLC | 0.12% | New | 64,645 | $5.1M |
| Composition Wealth, LLC | 0.07% | Add +3.4% | 64,194 | $5.0M |
| MSH Capital Advisors LLC | 1.07% | Add +0.7% | 64,179 | $5.0M |
| Shore Point Advisors, LLC | 1.95% | Reduce -48.3% | 62,957 | $4.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.28% | Reduce -60.8% | 61,500 | $4.8M |
| Clearwater Capital Advisors, LLC | 0.38% | Reduce -2.3% | 60,698 | $4.8M |
| SVB Wealth LLC | 0.31% | Reduce -0.3% | 60,367 | $4.7M |
| Quent Capital, LLC | 0.33% | Reduce -2.7% | 60,103 | $4.7M |
| Larson Financial Group LLC | 0.15% | Reduce -3.2% | 59,510 | $4.7M |
| Fca Corp. | 1.32% | Reduce -6.7% | 59,496 | $4.7M |
| Investors Research Corp | 0.89% | Reduce -9.8% | 59,156 | $4.6M |
| Washington Trust Bank | 0.34% | Add +21.1% | 59,085 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -8.4% | 58,875 | $4.6M |
| Professional Financial Advisors, LLC | 0.93% | New | 58,492 | $4.6M |
| Heritage Trust Co | 0.46% | Reduce -5.4% | 58,255 | $4.6M |
| Goldstein Advisors, LLC | 0.49% | Reduce -2.5% | 56,383 | $4.4M |
| Cooke Wealth Management, LLC | 3.82% | Reduce -0.3% | 55,019 | $4.3M |
| Auto-Owners Insurance Co | 0.09% | No change | 52,300 | $4.1M |
| Hancock Whitney Corp. | 0.07% | Reduce -7.0% | 48,667 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +12.1% | 50,915 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -45.5% | 50,272 | $3.9M |
| NBT Bank, N.A. | 0.26% | Reduce -0.1% | 50,167 | $3.9M |
| Aptus Capital Advisors, LLC | 0.03% | Add +1.1% | 50,101 | $3.9M |
| World Investment Advisors | 0.06% | Reduce -9.2% | 50,087 | $3.9M |
| Partners in Financial Planning | 0.65% | Reduce -1.1% | 49,851 | $3.9M |
| Martin & Co. Inc. | 0.66% | Add +4.6% | 49,632 | $3.9M |
| Glenmede Trust Co. NA | 0.02% | Add +0.0% | 48,085 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -34.5% | 47,868 | $3.8M |
| Endowment Wealth Management, Inc. | 1.62% | Add +3.3% | 46,592 | $3.7M |
| Waldron Private Wealth LLC | 0.14% | Reduce -1.7% | 46,535 | $3.6M |
| Richard W. Paul & Associates, LLC | 1.23% | Reduce -1.1% | 46,446 | $3.6M |
| IFP Advisors, Inc | 0.08% | Add +1.2% | 46,243 | $3.6M |
| Aspiriant, LLC | 0.10% | Reduce -12.7% | 46,145 | $3.6M |
| rebel Financial LLC | 1.54% | Reduce -4.1% | 45,174 | $3.5M |
| Narus Financial Partners, LLC | 0.89% | Add +1.9% | 43,517 | $3.4M |
| Summit Trail Advisors, LLC | 0.05% | No change | 43,500 | $3.4M |
| Creekside Partners | 1.37% | Reduce -2.5% | 42,465 | $3.3M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -10.4% | 42,009 | $3.3M |
| Independent Advisor Alliance | 0.04% | Add +336.2% | 41,980 | $3.3M |
| Beam Wealth Advisors, Inc. | 0.81% | Add +8.5% | 41,567 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -23.5% | 40,503 | $3.2M |
| James J. Burns & Company, LLC | 0.43% | Add +3.9% | 40,212 | $3.2M |
| Strategic Wealth Advisors LLC | 2.48% | Reduce -2.7% | 39,496 | $3.1M |
| Vise Technologies, Inc. | 0.06% | No change | 39,779 | $3.1M |
| Beacon Harbor Wealth Advisors, Inc. | 0.64% | Add +2.3% | 38,958 | $3.1M |
| Disciplined Investments, LLC | 1.08% | Reduce -1.1% | 38,493 | $3.0M |
| Eagle Strategies LLC | 0.36% | Add +5.8% | 38,099 | $3.0M |
| Crewe Advisors LLC | 0.25% | Add +2.7% | 38,059 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.20% | Reduce -11.5% | 37,457 | $2.9M |
| Nicolet Bankshares Inc. | 0.11% | Add +1098.0% | 36,935 | $2.9M |
| Partnership Wealth Management, LLC | 2.22% | Reduce -3.9% | 37,168 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -8.3% | 34,731 | $2.9M |
| Pointe Capital Management LLC | 1.42% | Add +3.4% | 36,471 | $2.9M |
| Abacus Planning Group, Inc. | 0.38% | Reduce -4.1% | 36,143 | $2.8M |
| Foundation Wealth Management, LLC | 1.91% | Add +42.2% | 36,115 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +22.1% | 35,966 | $2.8M |
| Acropolis Investment Management, LLC | 0.12% | Reduce -0.7% | 35,965 | $2.8M |
| Avior Wealth Management, LLC | 0.08% | Reduce -3.1% | 35,943 | $2.8M |
| Probity Advisors, Inc. | 0.43% | Add +3.0% | 34,905 | $2.7M |
| Noble Family Wealth, LLC | 0.56% | No change | 34,375 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.8% | 33,989 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.6% | 33,916 | $2.7M |
| Principal Securities, Inc. | 0.04% | Add +0.0% | 33,557 | $2.6M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -0.2% | 33,384 | $2.6M |
| IHT Wealth Management, LLC | 0.06% | Add +0.0% | 32,950 | $2.6M |
| Sowell Financial Services LLC | 0.09% | Add +0.8% | 32,525 | $2.6M |
| Breakwater Capital Group | 0.34% | Add +5.6% | 32,375 | $2.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.66% | Reduce -6.7% | 32,151 | $2.5M |
| NTV Asset Management LLC | 0.28% | Add +0.5% | 32,050 | $2.5M |
| Foundation Wealth Management, LLC\PA | 0.88% | Reduce -4.6% | 31,712 | $2.5M |
| AQR Capital Management | 0.00% | Add +55.0% | 31,579 | $2.5M |
| American Financial Advisors, LLC | 0.33% | Reduce -8.6% | 31,068 | $2.4M |
| First Citizens Asset Management, Inc. | 0.86% | Add +1.8% | 31,003 | $2.4M |
| Reston Wealth Management LLC | 0.74% | Reduce -9.0% | 30,929 | $2.4M |
| Canopy Partners, LLC | 0.83% | No change | 30,908 | $2.4M |
| BIP Wealth, LLC | 0.10% | Reduce -10.5% | 30,625 | $2.4M |
| Prosperity Planning, Inc. | 0.86% | Reduce -2.9% | 30,503 | $2.4M |
| Elmwood Wealth Management, Inc. | 0.66% | Reduce -2.2% | 30,348 | $2.4M |
| Sincerus Advisory, LLC | 1.79% | Add +1.9% | 30,167 | $2.4M |
| Coyle Financial Counsel LLC | 0.50% | Reduce -0.4% | 30,044 | $2.4M |
| Vance Wealth, LLC | 0.67% | Reduce -3.7% | 29,421 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +6.4% | 28,970 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +16.8% | 28,726 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.7% | 28,541 | $2.2M |
| Simon Quick Advisors, LLC | 0.10% | Add +2.4% | 28,349 | $2.2M |
| First American Trust, FSB | 0.15% | Add +4.5% | 27,715 | $2.2M |
| Citizens Financial Group Inc. | 0.03% | Reduce -3.5% | 27,579 | $2.2M |
| Argent Trust Co | 0.07% | Add +38.8% | 27,339 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.2% | 27,168 | $2.1M |
| American Financial & Tax Strategies Inc. | 1.03% | Reduce -0.9% | 26,959 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +6.6% | 26,469 | $2.1M |
| Regal Investment Advisors LLC | 0.12% | Add +6.8% | 26,788 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -1.1% | 26,771 | $2.1M |
| Capital Analysts, LLC | 0.06% | Add +7.9% | 26,718 | $2.1M |
| Aire Advisors, LLC | 0.38% | Reduce -0.1% | 26,711 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +49.8% | 26,117 | $2.0M |
| Atlas Capital Advisors Inc. | 0.23% | Reduce -0.2% | 25,995 | $2.0M |
| Blair William & Co. | 0.01% | Add +3.8% | 25,855 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.4% | 24,812 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +16.5% | 24,557 | $1.9M |
| Rialto Wealth Management, LLC | 0.43% | Reduce -26.0% | 24,188 | $1.9M |
| CI Investments Inc. | 0.01% | No change | 23,521 | $1.8M |
| Summit Financial, LLC | 0.02% | Add +8.0% | 23,263 | $1.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0.47% | Reduce -3.5% | 23,045 | $1.8M |
| TRB Wealth Management, LLC | 0.26% | — | 23,044 | $1.8M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +5.2% | 22,998 | $1.8M |
| RPg Family Wealth Advisory, LLC | 0.37% | Add +9.5% | 22,614 | $1.8M |
| Risk Paradigm Group, LLC | 1.50% | Add +3.4% | 22,465 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.3% | 21,199 | $1.7M |
| Compound Planning, Inc. | 0.05% | Add +72.8% | 21,160 | $1.7M |
| Midwest Trust Co | 0.02% | Add +0.1% | 21,091 | $1.7M |
| Evanson Asset Management, LLC | 0.09% | Add +0.4% | 21,039 | $1.6M |
| Trust Co of the South | 0.27% | No change | 21,035 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -5.0% | 20,226 | $1.6M |
| Great Point Wealth Advisors, LLC | 0.29% | No change | 19,998 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +5.6% | 19,896 | $1.6M |
| FDx Advisors, Inc. | 0.50% | Add +1.8% | 19,899 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Add +20.0% | 19,837 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.8% | 19,779 | $1.6M |
| Morris Financial Concepts, Inc. | 0.52% | Reduce -10.3% | 19,696 | $1.5M |
| Intergy Private Wealth, LLC | 0.45% | No change | 19,656 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -3.2% | 19,584 | $1.5M |
| Cardiff Park Advisors, LLC | 0.12% | No change | 19,572 | $1.5M |
| Keel Point, LLC | 0.10% | Add +7.5% | 19,293 | $1.5M |
| Lee Financial Co | 0.21% | Reduce -1.9% | 19,245 | $1.5M |
| Hudson Portfolio Management LLC | 1.26% | No change | 19,065 | $1.5M |
| Allegheny Financial Group | 0.20% | Add +3.0% | 18,964 | $1.5M |
| Falcon Wealth Planning | 0.10% | Reduce -2.8% | 18,893 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -23.4% | 18,776 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +28.1% | 18,761 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | New | 18,638 | $1.5M |
| Efficient Advisors, LLC | 0.10% | Reduce -8.7% | 18,583 | $1.5M |
| SCS Capital Management LLC | 0.02% | Reduce -5.2% | 18,480 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +74.8% | 18,438 | $1.4M |
| GFS Advisors, LLC | 0.09% | Add +157.3% | 33,817 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -9.2% | 18,255 | $1.4M |
| GEM Asset Management, LLC | 0.61% | No change | 17,671 | $1.4M |
| Monument Group Wealth Advisors, LLC | 0.77% | Add +2.0% | 17,594 | $1.4M |
| Continuum Advisory, LLC | 0.13% | Reduce -3.1% | 17,302 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.18% | Add +9.2% | 17,231 | $1.4M |
| Guidance Point Advisors, LLC | 0.33% | Reduce -1.0% | 17,104 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -0.5% | 16,875 | $1.3M |
| Harbor Investment Advisory, LLC | 0.10% | Reduce -0.5% | 16,599 | $1.3M |
| Sterling Financial Planning, Inc. | 0.39% | Reduce -6.3% | 16,559 | $1.3M |
| MB Generational Wealth, LLC | 0.72% | No change | 16,533 | $1.3M |
| Meramec Financial Planners, LLC | 0.51% | Reduce -10.2% | 15,090 | $1.3M |
| Wealthcare Capital Management LLC | 0.13% | Reduce -0.8% | 16,154 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | Add +0.4% | 15,970 | $1.3M |
| TAGStone Capital, Inc. | 0.44% | Reduce -2.0% | 15,911 | $1.2M |
| Squire Investment Management Company, LLC | 0.35% | No change | 15,896 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 16,004 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +22.7% | 15,737 | $1.2M |
| Tortoise Investment Management, LLC | 0.10% | Reduce -3.4% | 15,552 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -1.7% | 15,351 | $1.2M |
| Berkeley, Inc | 0.40% | Reduce -10.8% | 15,204 | $1.2M |
| RBF Capital, LLC | 0.06% | No change | 15,000 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +296.0% | 14,961 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 14,797 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -8.2% | 14,683 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 14,528 | $1.1M |
| Magnus Financial Group LLC | 0.09% | Reduce -1.5% | 14,285 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.5% | 14,268 | $1.1M |
| Kelly Financial Group LLC | 0.28% | Reduce -1.7% | 14,101 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.53% | — | 13,967 | $1.1M |
| Wedmont Private Capital | 0.03% | Add +1.3% | 12,981 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.6% | 13,599 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.10% | Reduce -5.5% | 13,559 | $1.1M |
| Birch Financial Group, LLC | 0.62% | Add +7.5% | 13,529 | $1.1M |
| Bokf, NA | 0.02% | Add +4.8% | 13,441 | $1.1M |
| Busey Bank | 0.03% | Reduce -5.9% | 13,352 | $1.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -5.8% | 13,143 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Add +11.0% | 13,054 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.14% | Reduce -2.7% | 13,044 | $1.0M |
| BayBridge Capital Group, LLC | 0.63% | No change | 13,119 | $1.0M |
| Tilson Financial Group, Inc. | 0.30% | Reduce -1.9% | 12,764 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -4.5% | 12,674 | $994K |
| Tobias Financial Advisors, Inc. | 0.14% | Reduce -2.1% | 12,653 | $992K |
| Interchange Capital Partners, LLC | 0.31% | Add +12.2% | 15,604 | $991K |
| Westmount Partners, LLC | 0.24% | Add +4.1% | 12,566 | $985K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +35.4% | 12,414 | $973K |
| Truepoint, Inc. | 0.02% | No change | 12,359 | $969K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1060.9% | 12,108 | $949K |
| Apella Capital, LLC | 0.01% | Add +155.6% | 10,972 | $935K |
| Mason Investment Advisory Services, Inc. | 0.04% | No change | 11,818 | $927K |
| Keybank National Association | 0.00% | Add +8.5% | 11,810 | $926K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +18.8% | 11,591 | $909K |
| Whittier Trust Co. | 0.01% | No change | 11,213 | $895K |
| Wealthcare Capital Partners, LLC | 0.42% | Add +1.3% | 11,367 | $891K |
| Smartleaf Asset Management LLC | 0.03% | Add +5.7% | 11,274 | $858K |
| Independence Bank of Kentucky | 0.11% | No change | 10,807 | $847K |
| Family Wealth Partners, LLC | 0.29% | No change | 10,803 | $847K |
| Betterment LLC | 0.00% | Add +0.7% | 10,658 | $836K |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -0.9% | 10,595 | $831K |
| McLean Asset Management Corp | 0.14% | Reduce -18.8% | 10,429 | $818K |
| OneAscent Financial Services LLC | 0.04% | New | 10,273 | $806K |
| Alpha Omega Wealth Management LLC | 0.13% | No change | 10,269 | $805K |
| Accretive Wealth Partners, LLC | 0.23% | Reduce -0.1% | 10,163 | $797K |
| Mather Group, Llc. | 0.01% | Add +5.8% | 10,152 | $796K |
| 21 West Wealth Management LLC | 0.73% | Reduce -2.6% | 10,031 | $787K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +24.2% | 9,961 | $781K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.0% | 9,892 | $776K |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 9,731 | $763K |
| St. Louis Trust Co | 0.09% | No change | 9,680 | $759K |
| Elyxium Wealth, LLC | 0.24% | Add +0.6% | 9,665 | $758K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 9,652 | $757K |
| Qube Research & Technologies Ltd | 0.00% | Add +4500.0% | 9,568 | $750K |
| Smith Partners Wealth Management, LLC | 0.67% | Reduce -6.2% | 9,502 | $745K |
| REDW Wealth LLC | 0.30% | Reduce -11.3% | 9,476 | $743K |
| DMC Group, LLC | 0.50% | Add +14.2% | 9,370 | $735K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | No change | 9,335 | $732K |
| Asset Dedication, LLC | 0.05% | Add +0.5% | 9,301 | $729K |
| Rf&l Wealth Management, LLC | 0.54% | No change | 9,248 | $725K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -5.7% | 9,213 | $722K |
| Williams & Novak, LLC | 0.54% | Reduce -0.2% | 9,043 | $721K |
| Wealthspire Advisors, LLC | 0.01% | No change | 9,172 | $719K |
| Lam Group, Inc. | 0.39% | No change | 9,155 | $718K |
| Harbor Group, Inc. | 0.10% | Reduce -4.4% | 9,113 | $715K |
| Forum Financial Management, LP | 0.01% | Reduce -9.0% | 9,107 | $714K |
| McAdam, LLC | 0.03% | Reduce -16.5% | 9,077 | $712K |
| Invesco Ltd. | 0.00% | Reduce -3.3% | 9,008 | $706K |
| Dala Group, LLC | 0.59% | No change | 9,003 | $706K |
| Squarepoint Ops LLC | 0.00% | New | 8,811 | $691K |
| William Howard & Co Financial Advisors Inc | 0.59% | Reduce -0.3% | 8,774 | $688K |
| Procyon Advisors, LLC | 0.03% | Reduce -8.0% | 8,709 | $683K |
| Windward Private Wealth Management Inc. | 0.23% | Reduce -10.1% | 8,475 | $665K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 8,354 | $655K |
| Cibc World Market Inc. | 0.00% | Reduce -2.6% | 8,252 | $647K |
| Johnson Financial Group, LLC | 0.04% | Add +2.0% | 8,172 | $641K |
| First Western Trust Bank | 0.03% | No change | 8,137 | $638K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -4.2% | 8,057 | $632K |
| Ascent Group, LLC | 0.02% | Reduce -0.6% | 8,050 | $631K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -1.1% | 8,044 | $631K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.8% | 7,965 | $625K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.1% | 7,945 | $623K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,836 | $615K |
| Strategic Blueprint, LLC | 0.04% | Reduce -7.3% | 7,722 | $605K |
| AE Wealth Management LLC | 0.00% | Add +17.0% | 7,701 | $604K |
| Ancora Advisors LLC | 0.01% | No change | 7,677 | $602K |
| Gladwyn Financial Advisors, Inc. | 0.41% | No change | 7,579 | $594K |
| Integrity Wealth Solutions LLC | 0.23% | Reduce -0.4% | 7,536 | $591K |
| Financial Harvest, LLC | 0.35% | Reduce -2.9% | 7,534 | $591K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -0.3% | 7,519 | $590K |
| Brucke Financial, Inc. | 0.30% | Reduce -0.8% | 7,501 | $588K |
| Pitcairn Wealth Advisors LLC | 0.05% | No change | 7,558 | $586K |
| Athena Investment Management | 0.30% | Reduce -3.4% | 7,380 | $579K |
| Matters Capital LLC | 0.51% | No change | 7,377 | $578K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 7,320 | $574K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.3% | 7,286 | $571K |
| Prospera Financial Services Inc | 0.01% | Add +8.4% | 7,222 | $566K |
| Rebalance, LLC | 0.03% | No change | 7,106 | $557K |
| Causeway Capital Management LLC | 0.01% | New | 7,100 | $557K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +1.0% | 7,091 | $556K |
| First Horizon Corp. | 0.02% | Reduce -21.5% | 7,074 | $555K |
| May Hill Capital, LLC | 0.14% | Reduce -7.1% | 7,011 | $550K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 6,972 | $547K |
| Morton Capital Management LLC | 0.08% | Reduce -10.3% | 6,878 | $539K |
| Retirement Planning Group, LLC | 0.02% | Reduce -23.6% | 6,838 | $536K |
| Tranquility Partners, LLC | 0.20% | No change | 6,837 | $536K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -6.4% | 7,278 | $529K |
| Whalerock Point Partners, LLC | 0.11% | No change | 6,700 | $525K |
| Factor Wealth Management LTD | 0.10% | Reduce -7.1% | 6,694 | $525K |
| Global View Capital Management LLC | 0.14% | New | 6,653 | $522K |
| Courage Miller Partners, LLC | 0.15% | Add +0.7% | 6,584 | $516K |
| Becker Capital Management Inc. | 0.02% | No change | 6,584 | $516K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.5% | 22,533 | $513K |
| Headinvest, LLC | 0.10% | No change | 6,480 | $508K |
| Sentinel Wealth Management, Inc. | 0.40% | No change | 6,426 | $504K |
| NewEdge Wealth, LLC | 0.01% | No change | 6,397 | $502K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -5.2% | 6,372 | $500K |
| Nwam LLC | 0.03% | Reduce -0.4% | 6,365 | $499K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 6,317 | $495K |
| Lake Street Private Wealth, LLC | 0.06% | No change | 6,312 | $495K |
| Bridge Generations Wealth Management LLC | 0.28% | No change | 6,262 | $491K |
| Forefront Wealth Partners, LLC | 0.20% | Reduce -1.0% | 6,200 | $486K |
| Brickley Wealth Management | 0.08% | Reduce -2.1% | 6,143 | $482K |
| CM Wealth Advisors LLC | 0.10% | No change | 6,141 | $482K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +10.2% | 6,112 | $479K |
| Richard P Slaughter Associates Inc | 0.10% | No change | 6,108 | $479K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +14.6% | 6,095 | $478K |
| Peloton Wealth Strategists | 0.20% | Reduce -79.2% | 6,051 | $474K |
| Raffa Wealth Management, LLC | 0.07% | No change | 5,961 | $461K |
| Simplicity Wealth,LLC | 0.03% | Reduce -5.7% | 5,776 | $453K |
| Empower Advisory Group, LLC | 0.00% | Reduce -33.4% | 5,741 | $450K |
| Braun-Bostich & Associates Inc. | 0.28% | Reduce -4.1% | 5,736 | $450K |
| Sierra Capital LLC | 0.05% | No change | 5,723 | $449K |
| First Interstate Bank | 0.02% | Add +15.3% | 5,660 | $444K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 5,623 | $441K |
| Montecito Bank & Trust | 0.07% | Reduce -5.0% | 5,605 | $439K |
| Stevens Capital Partners | 0.11% | New | 5,575 | $437K |
| Winnacle Wealth LLC | 0.34% | Add +42730.8% | 5,568 | $437K |
| Discipline Wealth Solutions, LLC | 0.05% | Add +2.4% | 5,481 | $430K |
| Samalin Investment Counsel, LLC | 0.15% | Reduce -3.1% | 5,462 | $428K |
| Michael Brady & Co., LLC | 0.43% | Reduce -0.4% | 5,449 | $427K |
| GW&K Investment Management, LLC | 0.00% | No change | 5,402 | $424K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.5% | 5,371 | $421K |
| J. R. Prunier Capital Management LLC | 0.18% | Reduce -7.2% | 5,354 | $420K |
| Hexagon Capital Partners LLC | 0.06% | New | 5,330 | $418K |
| Commerce Bank | 0.00% | Add +27.9% | 5,326 | $418K |
| Fort Vancouver Investment Management, LLC | 0.21% | No change | 5,281 | $414K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Reduce -5.0% | 5,270 | $413K |
| Vista Investment Management | 0.14% | Add +0.6% | 5,178 | $406K |
| ARK & TLK Investments, LLC | 0.11% | No change | 5,069 | $397K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -9.1% | 5,060 | $397K |
| Gateway Wealth Partners, LLC | 0.02% | New | 5,057 | $396K |
| Point72 Asset Management | 0.00% | New | 5,051 | $396K |
| Rathbones Group PLC | 0.00% | No change | 4,990 | $391K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.8% | 4,974 | $390K |
| Alliancebernstein L.P. | 0.00% | Add +3.1% | 4,919 | $381K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.34% | No change | 4,820 | $378K |
| Armstrong, Fleming & Moore, Inc | 0.16% | Add +24.9% | 4,762 | $373K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,762 | $373K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,500 | $369K |
| LongView Wealth Management | 0.09% | Add +5.0% | 4,379 | $368K |
| Biltmore Family Office, LLC | 0.05% | No change | 4,665 | $366K |
| Embree Financial Group | 0.04% | Reduce -0.1% | 4,647 | $364K |
| Kavar Capital Partners Group, LLC | 0.05% | Reduce -2.1% | 4,637 | $364K |
| Citigroup Inc. | 0.00% | Reduce -21.5% | 4,626 | $363K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.5% | 4,593 | $360K |
| Fiduciary Advisors, Inc. | 0.27% | Reduce -46.4% | 4,581 | $359K |
| Regions Financial Corp. | 0.00% | Add +9.6% | 4,527 | $355K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 4,505 | $353K |
| Uptick Partners, LLC | 0.07% | Reduce -18.3% | 4,502 | $353K |
| Collective Family Office LLC | 0.08% | Reduce -6.9% | 4,477 | $351K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -6.9% | 4,450 | $349K |
| GMO | 0.00% | Reduce -7.6% | 4,446 | $349K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,416 | $346K |
| Fortis Capital Advisors, LLC | 0.05% | Add +2.4% | 4,416 | $346K |
| Belpointe Asset Management LLC | 0.01% | Add +2.4% | 4,416 | $346K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.8% | 4,396 | $345K |
| Independent Financial Group, LLC | 0.01% | Add +9.4% | 4,380 | $343K |
| Vannoy Advisory Group, Inc. | 0.21% | Reduce -1.0% | 4,327 | $339K |
| Latitude Advisors, LLC | 0.15% | Reduce -1.1% | 4,276 | $335K |
| Rockingstone Advisors LLC | 0.15% | No change | 4,245 | $333K |
| Belleair Asset Management, LLC | 0.30% | No change | 4,203 | $330K |
| Bestgate Wealth Advisors, LLC | 0.59% | Reduce -15.0% | 4,160 | $326K |
| Stephens Inc. | 0.00% | No change | 4,160 | $326K |
| Mullaney, Keating & Wright, Inc. | 0.18% | Reduce -4.2% | 4,139 | $325K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -3.2% | 3,777 | $322K |
| KFA Private Wealth Group, LLC | 0.08% | Reduce -6.4% | 4,067 | $319K |
| Wealth Preservation Advisors, LLC | 0.26% | No change | 4,063 | $319K |
| Modern Wealth Management, LLC | 0.01% | Reduce -7.8% | 3,992 | $318K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,032 | $316K |
| Old Mission Capital LLC | 0.01% | New | 4,024 | $316K |
| Beckerman Institutional, LLC | 0.17% | No change | 3,998 | $313K |
| Brooklyn Investment Group | 0.01% | Add +55.4% | 3,992 | $313K |
| Truefg, LLC | 0.08% | Add +1.2% | 3,977 | $312K |
| Meridian Financial Advisors, LLC | 0.17% | Reduce -11.2% | 3,974 | $312K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 3,903 | $306K |
| Garrison Point Advisors, LLC | 0.14% | Add +6.8% | 3,902 | $306K |
| MFA Wealth Services | 0.20% | Add +1.4% | 3,871 | $304K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -22.5% | 3,849 | $302K |
| Eagle Rock Investment Company, LLC | 0.04% | Reduce -0.1% | 3,835 | $301K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -97.2% | 3,795 | $299K |
| Up Strategic Wealth Investment Advisors LLC | 0.18% | No change | 3,451 | $293K |
| Hemenway Trust Co LLC | 0.02% | New | 3,700 | $290K |
| GTS Securities LLC | 0.01% | New | 3,700 | $290K |
| Jacobs Equity LLC | 0.26% | Reduce -3.1% | 3,684 | $289K |
| Canandaigua National Corp. | 0.03% | — | 3,596 | $282K |
| Dynamic Financial Group | 0.23% | Add +0.1% | 3,577 | $280K |
| Cornerstone Financial Management LLC | 0.26% | Reduce -15.4% | 3,551 | $278K |
| Greenspring Advisors, LLC | 0.02% | Reduce -8.2% | 3,536 | $277K |
| Stone Summit Wealth LLC | 0.08% | Reduce -0.3% | 3,508 | $275K |
| Key Financial Inc | 0.05% | No change | 3,504 | $275K |
| Ceera Investments, LLC | 0.12% | Add +10.3% | 3,475 | $272K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -6.7% | 3,475 | $272K |
| Upper Left Wealth Management, LLC | 0.16% | Reduce -2.5% | 3,462 | $271K |
| Diversify Wealth Management, LLC | 0.00% | Add +8.4% | 3,313 | $271K |
| Maltin Wealth Management, Inc. | 0.10% | No change | 3,400 | $267K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -17.0% | 3,375 | $265K |
| Columbus Macro, LLC | 0.03% | Reduce -8.9% | 3,355 | $263K |
| Frazier Financial Advisors, LLC | 0.15% | No change | 3,355 | $263K |
| Fee-Only Financial Planning, L.C. | 0.16% | No change | 3,350 | $263K |
| Davidson Trust Co. | 0.11% | New | 3,335 | $261K |
| LPWM LLC | 0.07% | Reduce -0.0% | 3,316 | $260K |
| Thryve Wealth Management LLC | 0.17% | Reduce -13.9% | 3,312 | $260K |
| Sentinel Advisory Group, LLC | 0.13% | — | 3,307 | $259K |
| Tudor Investment Corporation | 0.00% | New | 3,270 | $256K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Reduce -14.0% | 3,044 | $256K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.8% | 3,229 | $253K |
| Sigma Planning Corp | 0.01% | Reduce -2.4% | 3,215 | $252K |
| Segment Wealth Management, LLC | 0.01% | Reduce -35.7% | 3,170 | $249K |
| Annex Advisory Services, LLC | 0.00% | Reduce -7.1% | 3,170 | $249K |
| Essex Financial Services, Inc. | 0.01% | Reduce -1.7% | 3,147 | $247K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.3% | 3,104 | $243K |
| Mosaic Financial Group, LLC | 0.17% | Reduce -1.3% | 3,097 | $243K |
| Aurelius Family Office LLC | 0.10% | No change | 3,049 | $239K |
| NorthRock Partners, LLC | 0.00% | New | 3,027 | $237K |
| Colorado Capital Management, Inc. | 0.09% | No change | 3,017 | $237K |
| Krilogy Financial LLC | 0.01% | New | 2,819 | $237K |
| Red Tortoise LLC | 0.10% | No change | 3,001 | $235K |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,988 | $234K |
| Integrated Capital Management, LLC | 0.10% | Reduce -26.1% | 2,974 | $233K |
| Heck Capital Advisors, LLC | 0.02% | New | 2,960 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.1% | 2,958 | $232K |
| Michels Family Financial, LLC | 0.17% | Reduce -1.2% | 2,944 | $231K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 2,938 | $230K |
| Corepath Wealth Partners LLC | 0.15% | No change | 2,749 | $228K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.0% | 2,894 | $227K |
| Claris Advisors, LLC / Mo / | 0.07% | No change | 2,890 | $227K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,883 | $226K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.07% | Reduce -83.9% | 2,872 | $225K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $223K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -19.9% | 2,842 | $223K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -9.9% | 2,819 | $221K |
| SJS Investment Consulting Inc. | 0.03% | Add +22.0% | 2,782 | $218K |
| Note Advisors, LLC | 0.11% | No change | 2,770 | $217K |
| Berger Financial Group, Inc | 0.01% | Reduce -0.7% | 2,764 | $217K |
| Granite Harbor Advisors, Inc. | 0.09% | Reduce -6.1% | 2,761 | $216K |
| Vistica Wealth Advisors, LLC | 0.21% | No change | 2,743 | $215K |
| Montis Financial, LLC | 0.04% | Reduce -0.8% | 2,650 | $208K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,648 | $208K |
| Greenleaf Trust | 0.00% | No change | 2,632 | $206K |
| United Advisor Group, LLC | 0.03% | Reduce -2.2% | 2,623 | $206K |
| Fisher Asset Management | 0.00% | New | 2,561 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.0% | 2,560 | $201K |
| Benjamin Edwards Inc. | 0.00% | Reduce -90.8% | 2,556 | $200K |
| Callan Family Office, LLC | 0.00% | New | 2,553 | $200K |
| New Covenant Trust Company, N.A. | 0.18% | Reduce -3.7% | 2,552 | $200K |
| Park Place Capital Corp | 0.04% | No change | 2,523 | $198K |
| Curio Wealth, LLC | 0.07% | No change | 2,522 | $198K |
| Princeton Global Asset Management LLC | 0.03% | New | 2,413 | $189K |
| Pinney & Scofield, Inc. | 0.10% | Reduce -31.1% | 2,390 | $187K |
| Arax Advisory Partners | 0.01% | No change | 2,341 | $184K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,334 | $183K |
| Miller Global Investments, LLC | 0.16% | No change | 2,200 | $173K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,111 | $166K |
| Longview Financial Advisors LLC | 0.09% | No change | 2,036 | $160K |
| Clear Investment Research, LLC | 0.25% | New | 2,010 | $158K |
| Spire Wealth Management | 0.01% | Reduce -0.7% | 1,901 | $149K |
| Bayban | 0.13% | No change | 1,900 | $149K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -2.9% | 1,887 | $148K |
| TFC Financial Management, Inc. | 0.02% | Reduce -18.9% | 1,861 | $146K |
| Glassman Wealth Services | 0.02% | No change | 1,786 | $140K |
| CDKV Holdings LLC | 0.12% | No change | 1,776 | $139K |
| Highline Wealth Partners LLC | 0.04% | Reduce -13.6% | 1,766 | $138K |
| Atlantic Union Bankshares Corp | 0.00% | Add +10.3% | 1,750 | $137K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -24.4% | 1,729 | $136K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -18.4% | 1,695 | $133K |
| Owl Creek Wealth Partners LLC | 0.05% | — | 1,694 | $133K |
| New York State Common Retirement Fund | 0.00% | No change | 1,692 | $133K |
| Assetmark, Inc. | 0.00% | Add +13.1% | 1,637 | $128K |
| Wolff Wiese Magana LLC | 0.07% | Add +0.1% | 1,631 | $128K |
| Tanglewood Legacy Advisors, LLC | 0.05% | New | 1,615 | $127K |
| Lanark Financial, Inc. | 0.01% | No change | 1,614 | $127K |
| Bravera Wealth | 0.05% | No change | 1,548 | $121K |
| GAMMA Investing LLC | 0.01% | Reduce -24.6% | 1,481 | $116K |
| Horizon Bancorp Inc. | 0.05% | Add +0.1% | 1,456 | $114K |
| WealthCollab, LLC | 0.04% | No change | 1,332 | $104K |
| Root Financial Partners, LLC | 0.00% | Add +2554.3% | 1,221 | $96K |
| Rothschild Investment LLC | 0.00% | No change | 1,179 | $92K |
| Addison Advisors LLC | 0.02% | Add +25.3% | 1,159 | $91K |
| Private Trust Co. NA | 0.01% | Add +1.0% | 1,159 | $91K |
| Signaturefd, LLC | 0.00% | No change | 1,153 | $90K |
| Grove Bank & Trust | 0.01% | Add +12.4% | 1,130 | $89K |
| Burkett Financial Services, LLC | 0.03% | No change | 1,107 | $87K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,089 | $85K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.4% | 1,065 | $84K |
| Westside Investment Management, Inc. | 0.01% | Reduce -32.5% | 1,041 | $82K |
| Teachers Insurance & Annuity Association of America | 0.10% | No change | 1,036 | $81K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.9% | 1,009 | $79K |
| Register Financial Advisors LLC | 0.03% | New | 977 | $77K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 963 | $76K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 960 | $75K |
| Park National Corp. | 0.00% | New | 930 | $73K |
| Old Second National Bank of Aurora | 0.01% | No change | 922 | $72K |
| High Note Wealth, LLC | 0.01% | No change | 901 | $71K |
| Finley Financial, LLC | 0.03% | Add +200.0% | 900 | $71K |
| JDM Financial Group LLC | 0.03% | No change | 875 | $69K |
| Copia Wealth Management | 0.05% | Reduce -29.3% | 855 | $67K |
| Clayton Financial Group LLC | 0.03% | No change | 853 | $67K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.2% | 850 | $67K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | No change | 802 | $63K |
| Kilter Group LLC | 0.03% | New | 792 | $62K |
| Montag A & Associates Inc. | 0.00% | No change | 760 | $60K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 753 | $59K |
| Vanguard National Trust Co | 0.00% | — | 750 | $59K |
| City State Bank | 0.01% | No change | 722 | $57K |
| AlphaCore Capital LLC | 0.00% | Add +7.1% | 706 | $55K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $55K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $54K |
| Sound Income Strategies, LLC | 0.00% | Reduce -17.8% | 667 | $53K |
| MeadowBrook Investment Advisors LLC | 0.05% | No change | 663 | $52K |
| Vanguard Advisers Inc. | 0.00% | — | 656 | $51K |
| Bitterroot Capital Advisors LLC | 0.03% | No change | 646 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $49K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +20.1% | 598 | $47K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 570 | $45K |
| Perkins Coie Trust Co | 0.01% | No change | 568 | $45K |
| Align Financial, LLC | 0.02% | Reduce -98.7% | 534 | $42K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 516 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 508 | $40K |
| Key Capital Management, INC | 0.03% | New | 504 | $40K |
| High Point Wealth Management, LLC | 0.04% | No change | 500 | $39K |
| Angeles Wealth Management, LLC | 0.00% | Add +97.0% | 463 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.5% | 455 | $36K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $35K |
| MCF Advisors LLC | 0.00% | No change | 451 | $35K |
| Fairway Wealth LLC | 0.01% | New | 428 | $34K |
| Cambient Family Office, LLC | 0.00% | No change | 406 | $32K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $32K |
| Daytona Street Capital LLC | 0.02% | No change | 393 | $32K |
| Gen-Wealth Partners Inc | 0.01% | No change | 395 | $31K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 369 | $29K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 365 | $29K |
| TD Waterhouse Canada Inc. | 0.00% | New | 359 | $29K |
| Benson Wealth Management INC | 0.04% | No change | 361 | $28K |
| SHP Wealth Management | 0.00% | No change | 360 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $28K |
| American National Bank & Trust | 0.00% | No change | 352 | $28K |
| Sunrise Financial Services, LLC | 0.02% | New | 350 | $27K |
| Tucker Asset Management LLC | 0.01% | Add +1.5% | 345 | $27K |
| NFSG Corp | 0.00% | No change | 334 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 336 | $26K |
| MRP Capital Investments, LLC | 0.02% | No change | 331 | $26K |
| IAG Wealth Partners, LLC | 0.00% | No change | 326 | $26K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 325 | $25K |
| Strive Financial Group ,LLC | 0.01% | No change | 317 | $25K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +114.0% | 291 | $23K |
| Tsfg, LLC | 0.00% | No change | 279 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Add +44.4% | 283 | $22K |
| Pacifica Partners Inc. | 0.01% | No change | 278 | $22K |
| Thompson Investment Management, Inc. | 0.00% | New | 276 | $22K |
| Dogwood Wealth Management LLC | 0.01% | No change | 274 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 274 | $21K |
| Marquette Asset Management, LLC | 0.00% | New | 264 | $21K |
| Tompkins Financial Corp. | 0.00% | No change | 261 | $20K |
| Nemes Rush Group LLC | 0.00% | No change | 256 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 251 | $20K |
| Salem Investment Counselors Inc. | 0.00% | New | 250 | $20K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 230 | $19K |
| Sunbelt Securities, Inc. | 0.00% | No change | 236 | $19K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -50.0% | 220 | $18K |
| Dunhill Financial, LLC | 0.00% | Reduce -14.8% | 230 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $18K |
| Main Management LLC | 0.00% | New | 221 | $17K |
| Corsicana & Co. | 0.01% | No change | 261 | $17K |
| Lodestone Wealth Management LLC | 0.01% | No change | 200 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +5.4% | 195 | $15K |
| S&T Bank | 0.01% | No change | 191 | $15K |
| MBM Wealth Consultants, LLC | 0.00% | New | 176 | $14K |
| 1015 Capital Partners, LLC | 0.01% | Reduce -84.9% | 170 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -60.9% | 167 | $13K |
| Networth Advisors, LLC | 0.01% | Add +40.7% | 166 | $13K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 165 | $13K |
| CNB Bank | 0.01% | No change | 165 | $13K |
| Eastern Bank | 0.00% | No change | 160 | $13K |
| Financial Perspectives, Inc | 0.00% | No change | 160 | $13K |
| Robinswood Financial LLC | 0.00% | Reduce -12.2% | 158 | $12K |
| Monetary Solutions, Ltd | 0.01% | No change | 157 | $12K |
| First Pacific Financial | 0.00% | No change | 155 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 153 | $12K |
| Newton One Investments LLC | 0.00% | Reduce -30.1% | 151 | $12K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 143 | $11K |
| Avion Wealth | 0.00% | No change | 141 | $11K |
| CX Institutional | 0.00% | Reduce -63.0% | 137 | $11K |
| Howe & Rusling Inc. | 0.00% | Reduce -5.8% | 129 | $10K |
| Dorato Capital Management | 0.01% | No change | 120 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 125 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 117 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 113 | $9K |
| Strategic Advisory Partners, LLC | 0.01% | New | 108 | $8K |
| True Link Financial Advisors, LLC | 0.00% | New | 105 | $8K |
| International Assets Investment Management, LLC | 0.00% | No change | 103 | $8K |
| Covestor Ltd | 0.01% | Add +37.5% | 99 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 101 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 100 | $8K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 96 | $8K |
| United Financial Planning Group LLC | 0.00% | No change | 95 | $7K |
| Strengthening Families & Communities, LLC | 0.00% | New | 93 | $7K |
| Main Street Group, LTD | 0.00% | New | 87 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $7K |
| Abound Wealth Management | 0.00% | New | 84 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $7K |
| Essential Investment Partners LLC | 0.01% | No change | 80 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | Add +13.2% | 77 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 74 | $6K |
| Burk Holdings LLC | 0.00% | New | 71 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 70 | $5K |
| Operose Advisors LLC | 0.00% | New | 69 | $5K |
| Archer Investment Corp | 0.00% | Add +213.6% | 69 | $5K |
| Essential Partners LLC | 0.00% | Add +73.0% | 64 | $5K |
| First Community Trust NA | 0.00% | No change | 62 | $5K |
| YANKCOM Partnership | 0.00% | No change | 58 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 56 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 54 | $4K |
| Hickory Point Bank & Trust | 0.00% | New | 53 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 54 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 51 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $4K |
| PlanVest Financial, Inc | 0.00% | — | 45 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +166.7% | 40 | $3K |
| Anchor Investment Management, LLC | 0.00% | Reduce -75.7% | 42 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 39 | $3K |
| IMG Wealth Management, Inc. | 0.00% | Add +300.0% | 36 | $3K |
| Providence Capital Advisors, LLC | 0.00% | No change | 34 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | New | 30 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 29 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 28 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 25 | $2K |
| MidFirst Bank | 0.00% | Reduce -49.0% | 25 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 23 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 21 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 20 | $2K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 20 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -68.6% | 16 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 15 | $1K |
| Clearstead Trust, LLC | 0.00% | Reduce -91.2% | 13 | $1K |
| Phillip James Consulting Co. | 0.00% | New | 8 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 11 | $863 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $779 |
| Toronto Dominion Bank | 0.00% | Reduce -78.6% | 9 | $706 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 7 | $549 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $549 |
| Alerus Financial NA | 0.00% | No change | 6 | $470 |
| Lloyd Advisory Services, LLC. | 0.00% | Add +100.0% | 4 | $330 |
| Kingdom Financial Group LLC. | 0.00% | No change | 4 | $330 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $98 |
| Sachetta, LLC | 0.00% | New | 1 | $68 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1 | $48 |
"% of holder's portfolio" is SCZ's weight in each manager's 13F, not the share of iShares MSCI Eafe Small-Cap the manager owns.