iShares 0-1 Year Treasury BoSHVETF
13F holders, Q2 2026 (June 30)725holders −17
53new positions
71sold out
2famous investors
$110.25avg. 13F price*
At the end of Q2 2026, 725 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 17 from Q1 2026. 53 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($2.0B), Morgan Stanley ($597.6M) and Wells Fargo & Company ($512.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares 0-1 Year Treasury Bo
- CUSIP
- 464288679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $125.3M |
| Exits | 71 | $152.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,844,572 shares bought and 9,965,264 shares sold, net −3,120,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| BlackRock, Inc. | 0.03% | Add +1.5% | 18,148,134 | $2.0B |
| Morgan Stanley | 0.03% | Reduce -3.5% | 5,415,604 | $597.6M |
| Wells Fargo & Company | 0.09% | Reduce -11.3% | 4,646,794 | $512.8M |
| LPL Financial LLC | 0.10% | Add +16.7% | 3,934,832 | $434.2M |
| Bank of America Corp. | 0.02% | Add +6.7% | 3,198,846 | $353.0M |
| Wealthfront Advisers LLC | 0.45% | Add +4.2% | 2,133,613 | $235.4M |
| Wealthspire Retirement, LLC | 8.93% | Add +42.9% | 1,478,117 | $162.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.99% | Add +0.8% | 1,444,594 | $159.5M |
| Raymond James Financial Inc. | 0.04% | Add +8.5% | 1,445,040 | $159.5M |
| UBS Group AG | 0.02% | Reduce -16.3% | 1,399,431 | $154.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.9% | 1,380,764 | $152.4M |
| Royal Bank of Canada | 0.02% | Reduce -5.2% | 1,298,292 | $143.3M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +11.2% | 1,111,769 | $122.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -47.8% | 1,019,769 | $112.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -8.6% | 1,001,611 | $110.5M |
| Ausdal Financial Partners, Inc. | 3.54% | Add +91.4% | 817,426 | $90.2M |
| Trust Co | 8.03% | Add +2.0% | 806,478 | $89.0M |
| Americana Partners, LLC | 1.92% | Reduce -1.6% | 772,181 | $85.2M |
| Marks Wealth, LLC | 18.07% | Reduce -64.9% | 756,645 | $83.5M |
| Assetmark, Inc. | 0.14% | Add +9.9% | 736,803 | $81.3M |
| Stifel Financial Corp. | 0.06% | Reduce -24.0% | 672,540 | $74.2M |
| Townsend & Associates, Inc | 6.24% | Add +2.9% | 664,440 | $73.3M |
| Oakworth Capital, Inc. | 3.20% | Reduce -12.6% | 610,581 | $67.3M |
| White Lighthouse Investment Management Inc. | 8.34% | Add +16.8% | 606,646 | $66.9M |
| Betterment LLC | 0.11% | Reduce -8.0% | 599,791 | $66.2M |
| Rockefeller Capital Management L.P. | 0.10% | Add +6.1% | 589,227 | $65.0M |
| Foundations Investment Advisors, LLC | 0.67% | Add +49.2% | 587,723 | $64.9M |
| Cynosure Group, LLC | 9.04% | Reduce -0.2% | 545,206 | $60.2M |
| Truist Financial Corp. | 0.07% | Reduce -0.1% | 539,468 | $59.5M |
| Cetera Investment Advisers | 0.05% | Reduce -6.0% | 528,797 | $58.4M |
| Arax Advisory Partners | 0.36% | Add +22461.6% | 495,679 | $54.7M |
| Acorns Advisers, LLC | 0.35% | Add +1.3% | 493,047 | $54.4M |
| FIL Ltd | 0.04% | Reduce -51.6% | 481,633 | $53.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +69.2% | 452,880 | $50.0M |
| AQR Capital Management | 0.02% | Add +3247.5% | 436,816 | $48.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +4.7% | 435,183 | $48.0M |
| Hansen & Associates Financial Group, Inc. | 27.00% | Reduce -9.9% | 427,909 | $47.1M |
| Penserra Capital Management LLC | 0.36% | New | 422,712 | $46.6M |
| LaSalle St. Investment Advisors, LLC | 5.60% | Add +8.0% | 414,903 | $45.8M |
| Able Wealth Management LLC | 9.93% | Add +2.1% | 392,113 | $43.3M |
| Global Retirement Partners, LLC | 0.65% | — | 386,432 | $42.6M |
| BNP Paribas Financial Markets | 0.02% | Add +413.4% | 377,443 | $41.7M |
| O'shaughnessy Asset Management, LLC | 0.19% | Reduce -10.1% | 375,442 | $41.4M |
| MML Investors Services, LLC | 0.08% | Add +18.9% | 368,101 | $40.6M |
| Bank of Nova Scotia | 0.06% | Reduce -0.5% | 364,255 | $40.5M |
| Banco Santander, S.A. | 0.24% | Add +25.6% | 350,783 | $38.7M |
| Bulltick Wealth Management, LLC | 7.83% | Add +61.3% | 347,973 | $38.4M |
| Financial Consulate, Inc. | 4.27% | Add +5.8% | 347,758 | $38.4M |
| Cerity Partners LLC | 0.05% | Reduce -3.0% | 342,210 | $37.8M |
| Advisory Services Network, LLC | 0.37% | Add +0.3% | 295,245 | $32.6M |
| Maseco LLP | 0.91% | Reduce -12.0% | 292,859 | $32.3M |
| Fund Evaluation Group, LLC | 0.84% | Add +1.5% | 281,843 | $31.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -1.8% | 276,343 | $30.5M |
| Client First Capital LLC | 12.30% | Reduce -3.3% | 276,188 | $30.5M |
| Oppenheimer & Co. Inc. | 0.32% | Reduce -16.4% | 272,788 | $30.1M |
| Family Manage LLC | 3.12% | Reduce -13.2% | 269,055 | $29.7M |
| Modern Wealth Management, LLC | 0.35% | Add +1.0% | 266,847 | $29.4M |
| Allred Capital Management, LLC | 9.46% | Add +12.7% | 261,023 | $28.8M |
| Janney Montgomery Scott LLC | 0.06% | Add +9.9% | 257,114 | $28.4M |
| Bull Oak Capital, LLC | 9.26% | Reduce -0.9% | 251,810 | $27.8M |
| Mullooly Asset Management, Inc. | 8.45% | Add +8.4% | 248,775 | $27.5M |
| Zevin Asset Management LLC | 3.79% | Reduce -8.0% | 244,953 | $27.0M |
| Focus Partners Wealth | 0.03% | Reduce -32.6% | 240,783 | $26.6M |
| Alpha Zero LLC | 9.75% | Add +9.4% | 233,407 | $25.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 215,968 | $23.8M |
| Legacy Advisory Services, LLC | 16.26% | Reduce -8.5% | 209,359 | $23.1M |
| AdvisorNet Financial, Inc | 1.02% | Add +17.0% | 201,808 | $22.3M |
| Mariner, LLC | 0.02% | Reduce -1.8% | 196,256 | $21.7M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -0.2% | 183,302 | $20.2M |
| Fifth Third Bancorp | 0.03% | Add +4.0% | 183,040 | $20.2M |
| M. Kulyk & Associates, LLC | 3.28% | Add +17.5% | 182,329 | $20.1M |
| Simon Quick Advisors, LLC | 0.80% | Add +0.0% | 179,338 | $19.8M |
| Strategic Wealth Partners, Ltd. | 1.20% | Add +7.5% | 175,051 | $19.3M |
| Northwest Quadrant Wealth Management, LLC | 3.56% | Reduce -30.4% | 174,316 | $19.2M |
| Sulzberger Capital Advisors, Inc. | 18.59% | Reduce -7.8% | 172,589 | $19.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.3% | 170,581 | $18.8M |
| Stableford Capital II LLC | 6.30% | Add +81.9% | 164,909 | $18.2M |
| Highland Investment Advisors LLC | 7.81% | — | 162,201 | $17.9M |
| Sierra Legacy Group | 13.78% | Reduce -11.7% | 161,125 | $17.8M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.7% | 155,977 | $17.2M |
| IPG Investment Advisors LLC | 2.46% | Add +18.6% | 154,873 | $17.1M |
| Fairvoy Private Wealth, LLC | 3.45% | Add +6.6% | 154,476 | $17.0M |
| IronBridge Private Wealth, LLC | 5.55% | Add +72.5% | 153,098 | $16.9M |
| KFA Private Wealth Group, LLC | 4.00% | Reduce -5.0% | 150,488 | $16.6M |
| NewEdge Advisors, LLC | 0.05% | Add +2.4% | 149,301 | $16.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.31% | Reduce -19.8% | 148,967 | $16.4M |
| Capstone Wealth Management Group, LLC | 5.68% | Reduce -6.5% | 145,546 | $16.1M |
| Mascoma Wealth Management LLC | 2.95% | Add +2.7% | 144,244 | $15.9M |
| Silicon Valley Capital Partners | 1.28% | Add +11.7% | 143,321 | $15.8M |
| NerdWallet Wealth Partners, LLC | 5.37% | Add +11.0% | 141,289 | $15.6M |
| HSBC Holdings PLC | 0.01% | Reduce -10.5% | 136,634 | $15.1M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -5.2% | 135,360 | $14.9M |
| CWA Asset Management Group, LLC | 0.45% | Add +21.3% | 133,320 | $14.7M |
| Smithfield Trust Co | 0.59% | Reduce -1.4% | 132,973 | $14.7M |
| Kwmg, LLC | 1.05% | Add +5.0% | 131,947 | $14.6M |
| Blueprint Investment Partners LLC | 1.17% | Reduce -47.5% | 126,917 | $14.0M |
| Summit Financial, LLC | 0.15% | Reduce -66.7% | 126,844 | $14.0M |
| Creative Planning | 0.01% | Add +2.6% | 123,803 | $13.7M |
| Equitable Holdings, Inc. | 0.08% | Reduce -14.6% | 118,070 | $13.0M |
| Wealthspire Advisors, LLC | 0.07% | Add +206.4% | 114,598 | $12.6M |
| Midwest Professional Planners, LTD. | 2.46% | Reduce -26.7% | 113,969 | $12.6M |
| Stolz & Associates, PS | 7.70% | Add +5.0% | 111,743 | $12.3M |
| Trajan Wealth LLC | 0.46% | Reduce -10.4% | 111,465 | $12.3M |
| Independent Solutions Wealth Management, LLC | 1.56% | Reduce -25.1% | 108,641 | $12.0M |
| Itau Unibanco Holding S.A. | 0.24% | New | 108,400 | $12.0M |
| Oak Family Advisors, LLC | 3.45% | Add +19.5% | 108,288 | $11.9M |
| Lee Financial Co | 1.49% | Reduce -2.8% | 106,073 | $11.7M |
| Mayport, LLC | 1.80% | Add +0.0% | 105,261 | $11.6M |
| BDFS Capital LLC | 5.03% | Add +73.3% | 104,909 | $11.6M |
| Pacifica Partners Inc. | 3.44% | Add +34.8% | 103,726 | $11.4M |
| MinichMacGregor Wealth Management, LLC | 1.71% | Add +9.4% | 102,026 | $11.3M |
| Udine Wealth Management, Inc. | 4.62% | Reduce -7.7% | 101,750 | $11.2M |
| Winch Advisory Services, LLC | 2.28% | Reduce -6.9% | 99,681 | $11.0M |
| Roof Eidam Maycock Peralta, LLC | 2.16% | New | 99,190 | $10.9M |
| Farringdon Capital, Ltd. | 5.20% | No change | 95,088 | $10.5M |
| Vernal Point Advisors, LLC | 3.49% | Add +53.5% | 93,669 | $10.3M |
| Aegis Wealth Management LLC | 4.83% | Add +10.2% | 93,023 | $10.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -8.4% | 92,578 | $10.2M |
| Pacific Center for Financial Services | 2.21% | Add +34.8% | 89,793 | $9.9M |
| Jones Financial Companies LLLP | 0.00% | Add +43.5% | 86,351 | $9.5M |
| Arete Wealth Advisors, LLC | 0.62% | Reduce -5.4% | 85,670 | $9.5M |
| AMG National Trust Bank | 0.19% | Reduce -26.6% | 85,146 | $9.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +41.6% | 84,575 | $9.3M |
| Prudential PLC | 0.06% | Add +4.0% | 82,795 | $9.1M |
| Crescent Grove Advisors, LLC | 0.77% | Reduce -1.2% | 82,401 | $9.1M |
| Anchor Capital Advisors LLC | 0.25% | Reduce -39.1% | 82,035 | $9.1M |
| Paragon Capital Management Inc. | 6.74% | Reduce -0.5% | 81,776 | $9.0M |
| CVA Family Office, LLC | 0.81% | Add +0.4% | 81,389 | $9.0M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -15.5% | 79,440 | $8.8M |
| One Day In July LLC | 0.61% | Reduce -1.7% | 79,183 | $8.7M |
| VanWeelden Wealth Management, LLC | 6.45% | Add +5.4% | 78,692 | $8.7M |
| Morris Financial Concepts, Inc. | 2.65% | Reduce -0.5% | 78,289 | $8.6M |
| Whalen Wealth Management Inc. | 3.87% | Reduce -8.8% | 77,951 | $8.6M |
| Apex Wealth Management, LLC | 5.22% | Reduce -3.6% | 77,462 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Add +334.9% | 77,386 | $8.5M |
| Mader & Shannon Wealth Management, Inc. | 3.96% | Reduce -0.7% | 76,742 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -6.7% | 76,105 | $8.4M |
| D.A. Davidson & Co. | 0.05% | Add +28.8% | 74,728 | $8.2M |
| RFG Advisory, LLC | 0.13% | Add +1.4% | 73,936 | $8.2M |
| United Bank | 0.93% | Reduce -0.5% | 71,909 | $7.9M |
| Main Street Financial Solutions, LLC | 0.50% | Reduce -14.9% | 70,323 | $7.8M |
| Adaptive Financial Consulting, LLC | 2.66% | Reduce -1.9% | 68,707 | $7.6M |
| Bank of Montreal | 0.00% | Add +3.6% | 68,498 | $7.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +8.4% | 67,991 | $7.5M |
| Ironwood Investment Management LLC | 2.59% | Add +4.9% | 67,806 | $7.5M |
| SG Americas Securities, LLC | 0.00% | New | 67,536 | $7.5M |
| Greenleaf Trust | 0.07% | Reduce -0.3% | 67,324 | $7.4M |
| Old Mission Capital LLC | 0.18% | New | 65,813 | $7.3M |
| Hilltop Holdings Inc. | 0.59% | Add +11.5% | 65,516 | $7.2M |
| Climber Capital SA | 4.40% | Add +29.0% | 85,385 | $7.2M |
| Bfsg, LLC | 0.64% | Add +1.4% | 64,965 | $7.2M |
| Independent Financial Group, LLC | 0.13% | Reduce -4.8% | 64,872 | $7.2M |
| IFP Advisors, Inc | 0.13% | Add +9.2% | 64,258 | $7.1M |
| GatePass Capital, LLC | 2.75% | Reduce -10.2% | 63,950 | $7.1M |
| Guidance Capital, Inc. | 1.50% | Add +3.0% | 63,478 | $7.0M |
| Mutual Advisors, LLC | 0.13% | Reduce -2.1% | 62,276 | $6.9M |
| Blueprint Financial Advisors LLC | 0.75% | Reduce -46.2% | 61,012 | $6.7M |
| Onyx Bridge Wealth Group LLC | 0.59% | Reduce -22.7% | 59,868 | $6.6M |
| DAVENPORT & Co LLC | 0.03% | Reduce -0.8% | 59,016 | $6.5M |
| Keybank National Association | 0.02% | Add +2.4% | 58,520 | $6.5M |
| Partners Capital Investment Group, LLP | 0.23% | Add +0.9% | 58,476 | $6.5M |
| a16z Perennial Management, L.P. | 0.52% | New | 58,374 | $6.4M |
| Park Avenue Securities LLC | 0.04% | Reduce -36.3% | 57,798 | $6.4M |
| Schroder Investment Management Group | 0.00% | Add +9.6% | 57,793 | $6.4M |
| North Star Investment Management Corp. | 0.34% | Add +19.7% | 56,745 | $6.3M |
| Wedbush Securities Inc. | 0.16% | Reduce -4.6% | 56,474 | $6.2M |
| Alterna Wealth Management, Inc. | 3.45% | Reduce -2.8% | 54,542 | $6.0M |
| Twelve Points Wealth Management LLC | 1.20% | Reduce -47.7% | 54,437 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +4.1% | 54,296 | $6.0M |
| Asset One Wealth Management LLC | 0.62% | Reduce -4.6% | 53,329 | $5.9M |
| Jane Street Group, LLC | 0.00% | Reduce -67.1% | 51,791 | $5.7M |
| Capital Wealth Alliance, LLC | 2.65% | Reduce -7.9% | 51,639 | $5.7M |
| Scotia Capital Inc. | 0.02% | Reduce -13.1% | 51,635 | $5.7M |
| Alexander Labrunerie & Co., Inc. | 1.97% | Reduce -0.9% | 50,399 | $5.6M |
| RIA Advisory Group LLC | 1.23% | Reduce -9.4% | 50,332 | $5.6M |
| Luminist Capital LLC | 6.27% | Reduce -23.5% | 50,283 | $5.5M |
| SBI Securities Co., Ltd. | 0.12% | Reduce -35.8% | 49,690 | $5.5M |
| Purewater Capital LLC | 3.95% | Reduce -3.8% | 49,588 | $5.5M |
| Hixon Zuercher, LLC | 1.60% | Add +3.2% | 49,394 | $5.5M |
| Baring Financial LLC | 2.98% | Reduce -0.5% | 48,919 | $5.4M |
| Gould Asset Management LLC | 0.83% | Add +8.9% | 47,941 | $5.3M |
| GTS Securities LLC | 0.11% | Add +1635.2% | 47,371 | $5.2M |
| Strategic Blueprint, LLC | 0.26% | Reduce -1.4% | 47,250 | $5.2M |
| Mgo One Seven LLC | 0.09% | Add +2.5% | 47,043 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +5.2% | 46,638 | $5.1M |
| Financial Plan, Inc. | 0.49% | Add +140.9% | 46,426 | $5.1M |
| EdgeRock Capital LLC | 1.16% | Add +8.8% | 4,621 | $5.1M |
| US Bancorp \de | 0.01% | Reduce -6.1% | 45,821 | $5.1M |
| Dover Advisors, LLC | 2.05% | Reduce -55.1% | 45,490 | $5.0M |
| Procyon Advisors, LLC | 0.22% | Reduce -12.1% | 45,386 | $5.0M |
| Calamos Wealth Management LLC | 0.15% | Reduce -12.4% | 45,143 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +1.8% | 43,936 | $4.8M |
| HB Wealth Management, LLC | 0.03% | Add +1.4% | 42,908 | $4.7M |
| Ehrlich Financial Group | 2.43% | Add +120.6% | 42,892 | $4.7M |
| MAI Capital Management | 0.02% | Reduce -8.4% | 42,669 | $4.7M |
| Tucker Asset Management LLC | 1.13% | Reduce -17.1% | 41,403 | $4.6M |
| Investment Management Associates Inc. | 1.15% | Add +16.1% | 40,874 | $4.5M |
| EFG International AG | 0.08% | Add +4.1% | 40,581 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -9.6% | 40,417 | $4.5M |
| Financial Management Network Inc. | 0.63% | Reduce -11.7% | 40,024 | $4.4M |
| American Investment Services, Inc. | 0.92% | Reduce -23.0% | 39,336 | $4.3M |
| Atria Investments, Inc | 0.04% | Reduce -40.4% | 39,313 | $4.3M |
| Wealth Alliance, LLC | 0.36% | Reduce -38.0% | 38,804 | $4.3M |
| Investment House LLC | 0.19% | Add +3.0% | 38,665 | $4.3M |
| Heck Capital Advisors, LLC | 0.25% | Reduce -7.6% | 38,051 | $4.2M |
| Greenspring Advisors, LLC | 0.23% | Add +2.6% | 38,012 | $4.2M |
| Formidable Asset Management, LLC | 0.67% | Add +65.3% | 37,790 | $4.2M |
| Principal Securities, Inc. | 0.05% | Reduce -72.6% | 37,573 | $4.1M |
| Westview Management dba Westview Investment Advisors | 2.01% | Add +8.1% | 37,159 | $4.1M |
| Advisory Research Inc. | 0.41% | No change | 37,117 | $4.1M |
| Robinson Value Management, Ltd. | 2.17% | Add +124.7% | 36,775 | $4.1M |
| Milestone Asset Management, LLC | 0.63% | Add +6.5% | 36,443 | $4.0M |
| Ridgewood Investments LLC | 1.50% | Reduce -2.7% | 36,318 | $4.0M |
| Patton Fund Management, Inc. | 0.86% | Add +3.0% | 36,222 | $4.0M |
| Insigneo Advisory Services, LLC | 0.15% | Add +8.6% | 36,028 | $4.0M |
| Virtue Capital Management, LLC | 0.53% | Add +169.6% | 35,838 | $4.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +94.8% | 35,849 | $3.9M |
| Coppell Advisory Solutions LLC | 0.33% | New | 13,593 | $3.9M |
| Walker Financial Services, Inc. | 1.21% | Reduce -5.6% | 35,541 | $3.9M |
| Pinnacle Financial Partners, Inc. | 0.03% | New | 35,298 | $3.9M |
| Cambient Family Office, LLC | 0.47% | Reduce -38.2% | 34,898 | $3.9M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -10.0% | 34,737 | $3.8M |
| NewEdge Wealth, LLC | 0.04% | New | 34,595 | $3.8M |
| Parallel Advisors, LLC | 0.06% | Reduce -2.5% | 34,551 | $3.8M |
| AE Wealth Management LLC | 0.02% | Reduce -24.6% | 34,470 | $3.8M |
| Premier Path Wealth Partners, LLC | 0.43% | Add +9.6% | 34,233 | $3.8M |
| Meridian Wealth Management, LLC | 0.11% | Reduce -62.9% | 33,553 | $3.7M |
| Forum Financial Management, LP | 0.05% | Reduce -19.5% | 33,062 | $3.6M |
| Alexis Investment Partners, LLC | 2.13% | Add +3.6% | 32,973 | $3.6M |
| Spartan Planning & Wealth Management | 2.41% | Reduce -36.3% | 32,858 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -54.5% | 32,249 | $3.6M |
| Trilogy Capital Inc. | 0.14% | Reduce -10.2% | 32,110 | $3.5M |
| Ritholtz Wealth Management | 0.05% | Add +10.1% | 31,566 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +90.9% | 31,453 | $3.5M |
| Kelleher Financial Advisors | 0.49% | Add +4.6% | 30,984 | $3.4M |
| San Luis Wealth Advisors LLC | 0.51% | Reduce -44.5% | 30,852 | $3.4M |
| Ascent Group, LLC | 0.10% | Reduce -1.6% | 30,784 | $3.4M |
| Lowe Brockenbrough & Co. Inc. | 0.15% | Reduce -0.2% | 30,772 | $3.4M |
| Paladin Partners, LLC | 2.24% | Reduce -2.3% | 30,740 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +20.8% | 30,676 | $3.4M |
| Atticus Wealth Management, LLC | 0.80% | Add +69.6% | 30,619 | $3.4M |
| Camarda Financial Advisors, LLC | 1.01% | Add +7.3% | 30,367 | $3.4M |
| James Investment Research, Inc. | 0.33% | Reduce -5.6% | 29,382 | $3.2M |
| Regal Investment Advisors LLC | 0.17% | Reduce -31.0% | 29,351 | $3.2M |
| MMBG Investment Advisors Co. | 0.25% | Add +11.8% | 29,110 | $3.2M |
| Hudson Portfolio Management LLC | 2.36% | Add +54.2% | 28,310 | $3.1M |
| TD Private Client Wealth LLC | 0.06% | Reduce -22.8% | 28,271 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -46.3% | 27,494 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +7144.9% | 27,241 | $3.0M |
| Marex Group Ltd | 0.02% | New | 26,634 | $2.9M |
| CoreCap Advisors, LLC | 0.09% | Reduce -10.7% | 26,517 | $2.9M |
| Institute for Wealth Management, LLC. | 0.26% | Reduce -11.0% | 26,357 | $2.9M |
| Destination Wealth Management | 0.07% | Add +32.4% | 26,339 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 26,020 | $2.9M |
| TBH Global Asset Management, LLC | 0.52% | Reduce -14.3% | 25,951 | $2.9M |
| Ethos Financial Group, LLC | 0.19% | Add +0.7% | 25,493 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.7% | 25,467 | $2.8M |
| Impact Partnership Wealth, LLC | 0.27% | Reduce -3.8% | 25,228 | $2.8M |
| Heartland Bank & Trust Co | 0.57% | Reduce -23.7% | 25,153 | $2.8M |
| Fermata Advisors, LLC | 0.56% | Reduce -2.9% | 25,142 | $2.8M |
| Argent Advisors, Inc. | 0.68% | Reduce -5.9% | 24,642 | $2.7M |
| GWN Securities Inc. | 0.45% | Reduce -22.9% | 24,628 | $2.7M |
| Delta Investment Management, LLC | 0.45% | Add +0.7% | 24,523 | $2.7M |
| KDK Private Wealth Management, LLC | 2.22% | Reduce -0.1% | 24,303 | $2.7M |
| Proficio Capital Partners LLC | 0.10% | Reduce -7.3% | 23,995 | $2.6M |
| Net Worth Advisory Group | 0.66% | Reduce -11.3% | 23,626 | $2.6M |
| &partners | 0.01% | Reduce -9.4% | 23,277 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -73.7% | 23,212 | $2.6M |
| Core Wealth Partners LLC | 1.09% | Reduce -3.2% | 23,186 | $2.6M |
| Blair William & Co. | 0.01% | Add +2.1% | 22,909 | $2.5M |
| Spire Wealth Management | 0.08% | Reduce -3.1% | 22,901 | $2.5M |
| Shepherd Kaplan Krochuk, LLC | 2.00% | Add +3.3% | 22,811 | $2.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.81% | Reduce -6.7% | 22,701 | $2.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -7.0% | 22,668 | $2.5M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -5.0% | 22,487 | $2.5M |
| Realta Investment Advisors | 0.77% | Add +8.7% | 22,469 | $2.5M |
| Foundry Financial Group, Inc. | 1.06% | Add +0.7% | 22,184 | $2.4M |
| Avalon Capital Management | 0.58% | Add +199.3% | 22,039 | $2.4M |
| Financial Discovery Group Inc. | 5.16% | Reduce -4.2% | 21,916 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.24% | Add +6.0% | 21,507 | $2.4M |
| Compound Planning, Inc. | 0.06% | Add +4.7% | 21,265 | $2.3M |
| Strategy Asset Managers LLC | 0.35% | Add +0.6% | 21,170 | $2.3M |
| Madson Wealth Advisors Inc | 1.59% | Reduce -9.5% | 21,156 | $2.3M |
| Mission Creek Capital Partners, Inc. | 0.40% | Reduce -7.6% | 20,712 | $2.3M |
| Waverly Advisors, LLC | 0.01% | Add +18.2% | 20,482 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.27% | Reduce -4.7% | 20,023 | $2.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +136.7% | 20,019 | $2.2M |
| Tempus Wealth Planning, LLC | 0.42% | Reduce -13.1% | 19,505 | $2.2M |
| Marino, Stram & Associates LLC | 0.34% | Reduce -26.5% | 19,410 | $2.1M |
| Western Wealth Management, LLC | 0.07% | Reduce -19.4% | 19,408 | $2.1M |
| Benedict Financial Advisors Inc. | 0.42% | Add +23.0% | 19,406 | $2.1M |
| Abacus Planning Group, Inc. | 0.26% | Add +0.0% | 19,122 | $2.1M |
| Birchcreek Wealth Management, LLC | 0.82% | Add +31.2% | 19,069 | $2.1M |
| Sweeney & Michel, LLC | 0.55% | Reduce -9.0% | 18,972 | $2.1M |
| Flow Traders U.S. LLC | 0.08% | Reduce -77.2% | 18,329 | $2.0M |
| ATX Financial Planning, LLC | 1.34% | New | 18,289 | $2.0M |
| Fiduciary Financial Group, LLC | 0.23% | Add +6.3% | 18,012 | $2.0M |
| Legacy Wealth Partners, LLC | 0.45% | Add +22.8% | 18,012 | $2.0M |
| Centaurus Financial, Inc. | 0.08% | Add +9.8% | 17,948 | $2.0M |
| Vise Technologies, Inc. | 0.02% | Add +5.5% | 17,692 | $2.0M |
| Shepherd Financial Partners LLC | 0.16% | Add +20.0% | 17,551 | $1.9M |
| Leelyn Smith, LLC | 0.24% | Add +72.5% | 17,519 | $1.9M |
| Aspiriant, LLC | 0.05% | Reduce -2.3% | 17,429 | $1.9M |
| GenWealth Group, Inc. | 0.30% | Add +0.7% | 17,317 | $1.9M |
| Legacy Wealth Advisors, LLC | 0.81% | Add +0.9% | 17,054 | $1.9M |
| Perennial Advisors, LLC | 0.29% | Add +2.2% | 16,876 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -16.6% | 16,860 | $1.9M |
| Weaver Consulting Group | 0.37% | Reduce -24.3% | 16,412 | $1.8M |
| Calton & Associates, Inc. | 0.26% | Reduce -48.9% | 16,284 | $1.8M |
| Financial Management Professionals, Inc. | 0.17% | No change | 16,221 | $1.8M |
| Cadia Private Client LLC | 1.28% | Reduce -58.1% | 16,154 | $1.8M |
| LightSquare Wealth Management, LLC | 1.20% | Add +1.5% | 15,834 | $1.7M |
| HFG Advisors, Inc. | 1.09% | Reduce -14.2% | 15,811 | $1.7M |
| WCG Wealth Advisors LLC | 0.04% | Add +4.4% | 15,560 | $1.7M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.71% | Add +128.2% | 15,550 | $1.7M |
| Pathstone Holdings, LLC | 0.00% | Add +3.4% | 15,390 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.19% | No change | 15,390 | $1.7M |
| Canal Capital Management, LLC | 0.21% | New | 15,245 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 14,990 | $1.7M |
| Kings Path Partners LLC | 0.44% | Add +4.1% | 14,964 | $1.7M |
| SVB Wealth LLC | 0.10% | Reduce -3.0% | 14,925 | $1.6M |
| Central Bank & Trust Co. | 0.23% | Reduce -2.1% | 14,907 | $1.6M |
| Prosperity Advisers, LLC | 1.19% | Reduce -0.1% | 14,894 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +4.6% | 14,762 | $1.6M |
| Nvwm, LLC | 0.32% | Add +164.1% | 14,427 | $1.6M |
| Bosman Wealth Management, LLC | 0.96% | No change | 14,051 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -13.4% | 14,041 | $1.5M |
| Legacy Wealth Managment, LLC | 0.63% | Add +25.1% | 13,898 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -31.7% | 13,676 | $1.5M |
| Wick Capital Partners, LLC | 0.23% | Add +1.6% | 13,630 | $1.5M |
| World Investment Advisors | 0.02% | Add +7.7% | 13,543 | $1.5M |
| Intellus Advisors LLC | 0.18% | Add +44.3% | 13,536 | $1.5M |
| Arkfeld Wealth Strategies, L.L.C. | 0.45% | Add +0.2% | 13,563 | $1.5M |
| Patten & Patten Inc. | 0.08% | Reduce -10.0% | 13,464 | $1.5M |
| Savant Capital, LLC | 0.00% | Add +115.0% | 13,352 | $1.5M |
| Analyst IMS Investment Management Services Ltd. | 0.03% | New | 13,286 | $1.5M |
| Mainsail Financial Group, LLC | 0.49% | Reduce -53.4% | 12,944 | $1.4M |
| Courage Miller Partners, LLC | 0.37% | Add +1.1% | 12,715 | $1.4M |
| Professional Advisory Services Inc. | 0.15% | Reduce -46.6% | 12,680 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +61.3% | 12,605 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +12.7% | 12,526 | $1.4M |
| Tru Independence Asset Management 2, LLC | 0.75% | Add +3.5% | 12,494 | $1.4M |
| Authentikos Wealth Advisory, LLC | 0.88% | Reduce -9.3% | 12,459 | $1.4M |
| Western Financial Corp | 0.40% | Add +5.7% | 12,431 | $1.4M |
| Lowery Thomas, LLC | 0.67% | Add +6.6% | 12,428 | $1.4M |
| Larry Mathis Financial Planning, LLC | 1.03% | Reduce -76.3% | 12,201 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.66% | No change | 12,078 | $1.3M |
| Sierra Capital LLC | 0.13% | Add +55.3% | 12,042 | $1.3M |
| Silver Oak Securities, Incorporated | 0.08% | Add +14.7% | 12,009 | $1.3M |
| Burford Brothers, Inc. | 0.48% | Reduce -0.4% | 11,962 | $1.3M |
| Estate Counselors, LLC | 0.11% | Reduce -13.1% | 11,905 | $1.3M |
| Norris Perne & French LLP | 0.06% | Add +105.5% | 11,881 | $1.3M |
| Ifrah Financial Services, Inc. | 0.32% | Add +0.1% | 11,880 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -21.4% | 11,874 | $1.3M |
| Money Concepts Capital Corp. | 0.06% | No change | 11,825 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.26% | Add +11.0% | 11,791 | $1.3M |
| National Wealth Management Group, LLC | 0.40% | Reduce -4.8% | 11,735 | $1.3M |
| Advisory Alpha, LLC | 0.03% | Reduce -0.2% | 11,697 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -65.5% | 11,464 | $1.3M |
| Pathway Financial Advisors LLC | 0.14% | Reduce -1.6% | 11,220 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -14.5% | 11,177 | $1.2M |
| Hardworking Capital Advisors, LLC | 1.01% | Reduce -19.5% | 11,168 | $1.2M |
| Archford Capital Strategies, LLC | 0.12% | Add +133.6% | 11,155 | $1.2M |
| Fonville Wealth Management LLC | 0.20% | Reduce -6.5% | 11,133 | $1.2M |
| One Capital Management, LLC | 0.03% | No change | 11,118 | $1.2M |
| Brian Low Financial Group, LLC | 0.71% | Add +12.6% | 11,096 | $1.2M |
| Navigate Wealth Management, LLC | 0.76% | Add +17.1% | 11,094 | $1.2M |
| Banque Pictet & Cie SA | 0.01% | Reduce -90.2% | 11,055 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +100.6% | 11,022 | $1.2M |
| Old National Bancorp | 0.02% | Reduce -18.7% | 10,975 | $1.2M |
| Darden Wealth Group Inc | 0.48% | Add +0.9% | 10,909 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.9% | 10,863 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.7% | 10,824 | $1.2M |
| Leavell Investment Management, Inc. | 0.04% | Add +20.1% | 10,807 | $1.2M |
| Stonebridge Financial Group, LLC | 0.16% | — | 10,794 | $1.2M |
| Frontier Asset Management, LLC | 0.21% | Add +2.4% | 10,774 | $1.2M |
| National Bank of Canada | 0.00% | Add +1.3% | 10,627 | $1.2M |
| Choreo, LLC | 0.01% | Reduce -0.7% | 10,587 | $1.2M |
| Crews Bank & Trust | 0.15% | Reduce -7.9% | 10,571 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -51.4% | 10,561 | $1.2M |
| Cidel Asset Management Inc. | 0.06% | No change | 10,449 | $1.2M |
| Baker Ellis Asset Management LLC | 0.12% | Add +324.6% | 10,402 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.0% | 10,335 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.08% | Reduce -2.4% | 10,260 | $1.1M |
| Bison Wealth, LLC | 0.10% | Add +0.3% | 10,231 | $1.1M |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -42.8% | 10,166 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Reduce -5.0% | 10,105 | $1.1M |
| Consilium Wealth Advisory, LLC | 0.33% | Add +9.3% | 9,972 | $1.1M |
| Lincoln Capital Corp. | 0.36% | Add +5.4% | 9,972 | $1.1M |
| Savvy Advisors, Inc. | 0.02% | Reduce -8.8% | 9,806 | $1.1M |
| EP Wealth Advisors, LLC | 0.00% | Add +150.2% | 9,586 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -18.9% | 9,572 | $1.1M |
| First American Trust, FSB | 0.06% | New | 9,545 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -48.1% | 9,414 | $1.0M |
| Markowski Investments | 0.23% | — | 9,407 | $1.0M |
| Balefire, LLC | 0.17% | Reduce -0.9% | 9,319 | $1.0M |
| Arkos Global Advisors | 0.12% | Reduce -0.1% | 9,248 | $1.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 9,235 | $1.0M |
| Buska Wealth Management, LLC | 0.37% | New | 9,180 | $1.0M |
| Silverlake Wealth Management LLC | 0.19% | Add +1.2% | 9,172 | $1.0M |
| Eagle Global Advisors LLC | 0.03% | Add +4.3% | 9,149 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +13.0% | 9,149 | $1.0M |
| Concord Wealth Partners | 0.11% | Reduce -4.1% | 9,041 | $998K |
| HighPoint Advisor Group LLC | 0.03% | Add +39.0% | 8,915 | $984K |
| Whittier Trust Co. | 0.01% | No change | 8,872 | $977K |
| Black Diamond Financial, LLC | 0.08% | Add +5.5% | 8,703 | $960K |
| KDT Advisors, LLC | 1.32% | Reduce -8.0% | 8,659 | $956K |
| Miramontes Capital, LLC | 0.29% | Reduce -1.2% | 8,515 | $940K |
| J.Safra Asset Management Corp | 0.04% | Add +151.6% | 8,496 | $938K |
| Keel Point, LLC | 0.06% | No change | 8,487 | $937K |
| Elevation Capital Advisory, LLC | 0.36% | Reduce -10.7% | 8,366 | $923K |
| First Wilshire Securities Management Inc. | 0.19% | Add +0.9% | 8,357 | $922K |
| Plum Street Advisors, LLC | 0.29% | No change | 8,304 | $916K |
| Fortis Advisors, LLC | 0.43% | Add +0.9% | 8,302 | $916K |
| Flagstar Securities, Inc. | 0.28% | Add +13.1% | 8,256 | $911K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -1.8% | 8,211 | $906K |
| Sidoxia Capital Management, LLC | 0.66% | Add +4.2% | 8,164 | $901K |
| Kingsview Wealth Management, LLC | 0.01% | New | 8,098 | $894K |
| Transcendent Capital Group LLC | 0.35% | Add +0.2% | 8,083 | $892K |
| Arrien Investments, Inc. | 0.45% | Reduce -15.7% | 8,047 | $888K |
| Vista Capital Partners, Inc. | 0.08% | New | 7,952 | $878K |
| Solstein Capital, LLC | 0.30% | Add +52.9% | 7,943 | $877K |
| Sandy Cove Advisors, LLC | 0.22% | Add +22.6% | 7,871 | $869K |
| Trustmark Bank Trust Department | 0.05% | Reduce -12.5% | 7,711 | $851K |
| Advisor OS, LLC | 0.06% | Add +19.8% | 7,706 | $850K |
| Retirement Capital Strategies | 0.29% | Reduce -54.1% | 7,651 | $844K |
| Principia Wealth Advisory, LLC | 0.42% | Reduce -11.6% | 7,642 | $843K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +3.1% | 7,619 | $841K |
| Signaturefd, LLC | 0.01% | Reduce -1.6% | 7,580 | $836K |
| Keebeck Wealth Management | 0.08% | Reduce -5.4% | 7,579 | $836K |
| Alaska Permanent Capital Management, LLC | 0.05% | New | 7,574 | $836K |
| Jacobi Capital Management LLC | 0.04% | Add +1.7% | 7,571 | $836K |
| Allianz SE | 0.01% | No change | 7,439 | $821K |
| Core Wealth Advisors, Inc. | 0.16% | No change | 7,417 | $818K |
| Blalock Williams, LLC | 0.52% | Add +1.0% | 7,325 | $808K |
| Thompson David Blair | 0.40% | Reduce -11.5% | 7,299 | $805K |
| Montecito Bank & Trust | 0.12% | Reduce -5.8% | 7,285 | $804K |
| WealthTrak Capital Management LLC | 0.53% | Reduce -15.8% | 7,236 | $798K |
| Algorithmic Investment Models, LLC | 0.92% | Add +8.5% | 7,234 | $798K |
| Presidio Capital Management, LLC | 0.20% | Reduce -95.0% | 7,158 | $790K |
| Rosenberg Matthew Hamilton | 0.15% | Reduce -21.8% | 7,134 | $787K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +3.6% | 7,092 | $783K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -91.0% | 6,991 | $771K |
| Gateway Wealth Partners, LLC | 0.05% | Add +7.4% | 6,898 | $761K |
| Archer Investment Corp | 0.15% | Add +6.6% | 6,893 | $761K |
| Global View Capital Management LLC | 0.16% | Reduce -10.2% | 6,884 | $760K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | No change | 6,754 | $745K |
| Dominguez Wealth Management Solutions, Inc. | 0.41% | Reduce -0.3% | 6,696 | $739K |
| Grand Central Investment Group | 0.61% | Add +0.1% | 6,567 | $725K |
| Gryphon Financial Partners LLC | 0.06% | No change | 6,540 | $722K |
| Gotham Asset Management | 0.00% | No change | 6,539 | $722K |
| Brighton Jones LLC | 0.01% | Add +14.1% | 6,532 | $721K |
| Geometric Wealth Advisors | 0.08% | Add +0.9% | 6,515 | $719K |
| Capital Management Associates, Inc | 0.14% | Reduce -0.1% | 6,490 | $716K |
| Roble, Belko & Company, Inc | 0.08% | Reduce -8.6% | 6,425 | $709K |
| Sigma Planning Corp | 0.02% | Reduce -6.4% | 6,347 | $700K |
| Compass Financial Management LLC | 0.08% | — | 6,255 | $690K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -35.5% | 6,244 | $689K |
| Shared Vision Wealth Group LLC | 0.24% | Add +3.9% | 6,239 | $689K |
| Foster Group, Inc. | 0.02% | Add +3.0% | 6,139 | $677K |
| United Advisor Group, LLC | 0.07% | Reduce -10.4% | 6,120 | $675K |
| VestGen Advisors, LLC | 0.02% | Reduce -1.5% | 6,107 | $674K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +2.6% | 6,050 | $668K |
| TCP Asset Management, LLC | 0.07% | Add +40.5% | 5,991 | $661K |
| Aries Wealth Management | 0.13% | Add +6.2% | 5,954 | $657K |
| Beacon Capital Management, Inc. | 0.04% | Reduce -63.3% | 5,933 | $655K |
| Nuveen, LLC | 0.00% | New | 5,902 | $651K |
| Cibc World Market Inc. | 0.00% | Reduce -55.6% | 5,771 | $637K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -1.2% | 5,787 | $637K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -23.7% | 5,753 | $635K |
| IMA Advisory Services, Inc. | 0.04% | Add +406.7% | 5,690 | $628K |
| Private Trust Co. NA | 0.05% | Reduce -11.5% | 5,688 | $628K |
| Insight Wealth Partners, LLC | 0.08% | Add +6.8% | 5,616 | $620K |
| Clearstead Advisors, LLC | 0.01% | Reduce -28.5% | 5,511 | $608K |
| Ceeto Capital Group, LLC | 0.16% | No change | 5,500 | $607K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -3.9% | 5,497 | $607K |
| Boston Family Office LLC | 0.04% | Reduce -27.4% | 5,485 | $605K |
| Freestone Capital Holdings, LLC | 0.02% | Add +75.0% | 5,433 | $600K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -11.6% | 5,396 | $595K |
| Integrity Alliance, Llc. | 0.02% | Reduce -13.3% | 5,314 | $586K |
| Aft, Forsyth & Company, Inc. | 0.28% | Reduce -3.1% | 5,246 | $579K |
| Sicart Associates LLC | 0.14% | No change | 5,150 | $568K |
| VestGen Investment Management | 0.30% | Add +10.6% | 5,110 | $564K |
| Jessup Wealth Management, Inc | 0.17% | Reduce -3.9% | 5,018 | $554K |
| Sage Financial Group Inc. | 0.03% | Reduce -8.3% | 5,007 | $553K |
| Advisortrust Partners, LLC | 0.19% | Reduce -81.5% | 4,953 | $547K |
| Rinkey Investments | 0.13% | Add +1.9% | 4,944 | $546K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -30.8% | 4,865 | $537K |
| LWM Advisory Services, LLC | 0.94% | Reduce -35.7% | 4,778 | $527K |
| Chesapeake Wealth Management | 0.15% | Reduce -7.7% | 4,765 | $526K |
| GLR Partners, LLC | 0.24% | No change | 4,750 | $524K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $513K |
| MFA Wealth Services | 0.30% | Add +42.7% | 4,588 | $506K |
| Sfmg, LLC | 0.03% | No change | 4,536 | $501K |
| NorthRock Partners, LLC | 0.01% | Reduce -15.9% | 4,522 | $499K |
| Investment Partners Asset Management, Inc. | 0.28% | Reduce -11.6% | 4,515 | $498K |
| Argent Trust Co | 0.01% | Add +30.3% | 4,507 | $497K |
| Regatta Capital Group, LLC | 0.07% | Add +32.9% | 4,432 | $489K |
| Integrated Advisors Network LLC | 0.02% | Reduce -68.1% | 4,425 | $488K |
| Leibman Financial Services, Inc. | 0.32% | Reduce -20.9% | 4,389 | $484K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -99.1% | 4,346 | $480K |
| Valpey Financial Services, LLC | 0.28% | Reduce -13.8% | 4,301 | $475K |
| Physician Wealth Solutions Inc. | 0.18% | Reduce -1.5% | 4,222 | $466K |
| Raelipskie Partnership | 0.17% | No change | 4,200 | $463K |
| High Note Wealth, LLC | 0.08% | Reduce -2.0% | 4,123 | $455K |
| Advisory Solutions Group, LLC | 0.16% | — | 4,108 | $453K |
| Nwam LLC | 0.02% | Add +8.3% | 4,061 | $448K |
| Apollon Wealth Management, LLC | 0.01% | Add +4.8% | 4,060 | $448K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 4,033 | $445K |
| Composition Wealth, LLC | 0.01% | Add +0.0% | 4,026 | $444K |
| Fiducient Advisors LLC | 0.06% | Add +7.2% | 4,012 | $443K |
| Bayshore Capital Advisors, LLC | 0.21% | Reduce -10.0% | 4,009 | $442K |
| Intergy Private Wealth, LLC | 0.10% | Reduce -4.5% | 3,990 | $440K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 3,956 | $437K |
| Ted Buchan & Co | 0.14% | Add +0.1% | 3,902 | $431K |
| North Capital, Inc. | 0.32% | No change | 3,891 | $429K |
| Stanley-Laman Group, Ltd. | 0.04% | Reduce -1.8% | 3,865 | $427K |
| Flagship Private Wealth, LLC | 0.15% | No change | 3,840 | $424K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 3,808 | $420K |
| Lake Hills Wealth Management, LLC | 0.19% | Reduce -13.8% | 3,795 | $419K |
| Roberts Financial Services LLC | 0.12% | Reduce -6.1% | 3,790 | $418K |
| Goepper Burkhardt LLC | 0.12% | New | 3,732 | $412K |
| Turning Point Benefit Group, Inc. | 0.17% | Reduce -6.9% | 3,657 | $404K |
| LifePlan Investment Advisors, Inc. | 0.14% | Reduce -6.9% | 3,652 | $403K |
| Investment Partners, LTD. | 0.13% | No change | 3,627 | $400K |
| Tompkins Financial Corp. | 0.03% | No change | 3,626 | $400K |
| LTG Capital LLC | 0.27% | No change | 3,620 | $399K |
| Innovative Wealth Building LLC | 0.23% | Add +63.2% | 3,614 | $399K |
| Crusonia Wealth Advisors LLC | 0.07% | Reduce -51.8% | 3,590 | $396K |
| Brady Family Wealth, LLC | 0.11% | New | 3,577 | $395K |
| Fortitude Advisory Group L.L.C. | 0.15% | Reduce -1.5% | 3,546 | $391K |
| Crane Advisory, LLC | 0.06% | Add +65.1% | 3,539 | $390K |
| Lynch Investment Planning, LLC | 0.30% | No change | 3,523 | $389K |
| Aprio Wealth Management, LLC | 0.02% | Add +4.2% | 3,515 | $388K |
| Heritage Oak Wealth Advisors LLC | 0.11% | Reduce -1.0% | 3,470 | $383K |
| Revolve Wealth Partners, LLC | 0.04% | New | 3,440 | $380K |
| Quantinno Capital Management LP | 0.00% | Reduce -21.1% | 3,434 | $379K |
| Innova Wealth Partners | 0.15% | Reduce -5.7% | 3,358 | $371K |
| Schrum Private Wealth Management LLC | 0.38% | Reduce -57.8% | 3,349 | $370K |
| Almanack Investment Partners, LLC. | 0.05% | Add +26.6% | 3,334 | $368K |
| Apella Capital, LLC | 0.01% | Reduce -14.8% | 3,321 | $366K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 3,261 | $360K |
| Salem Investment Counselors Inc. | 0.01% | No change | 3,250 | $359K |
| Romano Brothers and Company | 0.04% | No change | 3,220 | $355K |
| Strategic Financial Partners, Ltd. | 0.13% | Add +0.5% | 3,187 | $352K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -17.9% | 3,170 | $350K |
| Finley Financial, LLC | 0.14% | Reduce -40.5% | 3,150 | $348K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.3% | 3,111 | $343K |
| Peck Wealth Management, LLC | 0.29% | Add +199.5% | 3,100 | $342K |
| M&T Bank Corp | 0.00% | Reduce -4.6% | 3,100 | $342K |
| Values First Advisors, Inc. | 0.15% | Add +1.6% | 3,074 | $339K |
| Excalibur Management Corp. | 0.11% | Add +17.9% | 3,056 | $337K |
| IFC & Insurance Marketing, Inc. | 0.29% | Reduce -1.4% | 3,017 | $333K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 2,882 | $318K |
| RMR Wealth Builders | 0.02% | Add +16.0% | 2,875 | $317K |
| Cairn Investment Group, Inc. | 0.14% | No change | 2,875 | $317K |
| Trueblood Wealth Management, LLC | 0.11% | Add +12.5% | 2,871 | $317K |
| Kingdom Financial Group LLC. | 0.08% | Reduce -16.8% | 2,813 | $310K |
| Clarity Financial LLC | 0.03% | Reduce -0.0% | 2,807 | $310K |
| Northern Trust Corp. | 0.00% | New | 2,802 | $309K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -76.4% | 2,791 | $308K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +44.7% | 2,756 | $304K |
| Entelevest, LLC | 0.27% | Add +11.1% | 2,744 | $303K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -24.6% | 2,736 | $302K |
| RDA Financial Network | 0.07% | Reduce -7.7% | 2,724 | $301K |
| Ballast Rock Private Wealth LLC | 0.14% | No change | 2,700 | $298K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -36.9% | 2,693 | $297K |
| Clark Asset Management, LLC | 0.02% | Add +2.2% | 2,685 | $296K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -7.0% | 2,675 | $295K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +2.1% | 2,672 | $295K |
| Magnus Financial Group LLC | 0.02% | Add +5.7% | 2,671 | $295K |
| Synergy Asset Management, LLC | 0.03% | Add +29.3% | 2,623 | $289K |
| Triumph Capital Management | 0.05% | Reduce -12.1% | 2,593 | $286K |
| Root Financial Partners, LLC | 0.01% | Reduce -3.8% | 2,569 | $283K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -7.5% | 2,555 | $282K |
| American Institute for Advanced Investment Management, LLP | 0.16% | No change | 2,550 | $281K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -79.4% | 2,518 | $278K |
| Koshinski Asset Management, Inc. | 0.01% | Add +21.0% | 2,515 | $278K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -35.7% | 2,512 | $277K |
| Vermillion & White Wealth Management Group, LLC | 0.14% | No change | 2,450 | $270K |
| Sugar Maple Asset Management, LLC | 0.17% | No change | 2,443 | $270K |
| CENTRAL TRUST Co | 0.00% | No change | 2,434 | $269K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | No change | 2,432 | $268K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -65.5% | 2,424 | $267K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -8.8% | 2,406 | $266K |
| Probity Advisors, Inc. | 0.04% | Reduce -27.2% | 2,406 | $266K |
| Chatterton & Associates Inc. | 0.16% | Reduce -43.4% | 2,408 | $265K |
| Csenge Advisory Group | 0.01% | New | 2,400 | $265K |
| Stewardship Concepts Financial Services LLC | 0.18% | Reduce -64.4% | 2,391 | $264K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +8.9% | 2,376 | $262K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,376 | $262K |
| Boreal Capital Management LLC | 0.22% | New | 2,366 | $261K |
| Mission Wealth Management, LP | 0.00% | No change | 2,359 | $260K |
| Jennison Associates LLC | 0.00% | New | 2,355 | $260K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 2,318 | $256K |
| Cunning Capital Partners, LP | 0.10% | Reduce -8.0% | 2,300 | $254K |
| Tanager Wealth Management LLP | 0.02% | No change | 2,300 | $254K |
| 55 North Private Wealth, LLC | 0.05% | Reduce -43.3% | 2,263 | $250K |
| Independent Advisor Alliance | 0.01% | Reduce -96.3% | 2,259 | $249K |
| Howard Bailey Securities, LLC | 0.09% | Reduce -5.2% | 2,236 | $247K |
| Private Client Services, LLC | 0.06% | Reduce -16.1% | 2,203 | $243K |
| NWF Advisory Services Inc. | 0.02% | Reduce -68.7% | 2,203 | $243K |
| Diversify Advisory Services, LLC | 0.00% | New | 2,170 | $239K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -14.5% | 2,170 | $239K |
| Two Sigma Securities, LLC | 0.02% | Reduce -79.3% | 2,125 | $234K |
| Summit Wealth Partners, LLC | 0.03% | No change | 2,107 | $233K |
| Daner Wealth Management, LLC | 0.13% | No change | 2,100 | $231K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Accelerate Investment Advisors LLC | 0.13% | Reduce -21.4% | 2,082 | $230K |
| Significant Wealth Partners LLC | 0.25% | Add +0.6% | 2,065 | $228K |
| Madison Wealth Partners, Inc | 0.03% | New | 2,041 | $225K |
| LFA - Lugano Financial Advisors SA | 0.13% | Reduce -19.4% | 2,000 | $221K |
| Wealth Management Associates, Inc. | 0.06% | No change | 2,000 | $221K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -5.1% | 1,999 | $221K |
| Salomon & Ludwin, LLC | 0.02% | Add +0.3% | 2,002 | $220K |
| Crabel Capital Management, LLC | 0.16% | New | 1,996 | $220K |
| WealthCare Investment Partners, LLC | 0.05% | Add +0.9% | 1,993 | $220K |
| Lauterbach Financial Advisors, LLC | 0.09% | Add +0.9% | 1,961 | $216K |
| Davidson Trust Co. | 0.08% | New | 1,950 | $215K |
| BridgePort Financial Solutions, LLC | 0.05% | No change | 1,940 | $214K |
| Sovran Advisors, LLC | 0.02% | New | 1,932 | $213K |
| Raab & Moskowitz Asset Management LLC | 0.04% | New | 1,929 | $213K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,931 | $213K |
| Basso Capital Management, L.P. | 0.05% | New | 1,900 | $210K |
| Bluedoor Private Wealth, LLC | 0.09% | No change | 1,888 | $208K |
| Maridea Wealth Management LLC | 0.02% | New | 1,845 | $204K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| Silver Oak Wealth Advisors Services, LLC | 0.12% | Reduce -6.5% | 1,833 | $202K |
| Walkner Condon Financial Advisors LLC | 0.02% | Reduce -2.0% | 1,825 | $201K |
| Avantax Planning Partners, Inc. | 0.01% | New | 1,825 | $201K |
| GFS Advisors, LLC | 0.02% | Reduce -81.0% | 108,176 | $196K |
| Investors Research Corp | 0.03% | Add +4.6% | 1,750 | $193K |
| GeoWealth Management, LLC | 0.01% | Reduce -42.2% | 1,744 | $193K |
| Obsidian Cio, LLC | 0.14% | Reduce -47.4% | 1,741 | $192K |
| StrongBox Wealth, LLC | 0.05% | Reduce -10.2% | 1,635 | $180K |
| FMR LLC | 0.00% | Add +66.3% | 1,613 | $178K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.2% | 1,557 | $172K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 1,450 | $160K |
| First Horizon Corp. | 0.01% | Reduce -57.7% | 1,404 | $155K |
| Noble Wealth Management PBC | 0.07% | Add +184.7% | 1,324 | $146K |
| Quest 10 Wealth Builders, Inc. | 0.11% | Reduce -16.7% | 1,305 | $144K |
| Banque Cantonale Vaudoise | 0.01% | Add +10.0% | 1,257 | $139K |
| WealthShield Partners, LLC | 0.02% | Add +5.4% | 1,104 | $122K |
| Gould Capital, LLC | 0.06% | Reduce -25.9% | 1,007 | $111K |
| Rossby Financial, LCC | 0.02% | Add +15.4% | 1,005 | $111K |
| Dunhill Financial, LLC | 0.02% | Add +436.9% | 961 | $106K |
| Front Row Advisors LLC | 0.03% | Reduce -8.0% | 939 | $103K |
| Bitterroot Capital Advisors LLC | 0.06% | No change | 922 | $102K |
| Continuum Advisory, LLC | 0.01% | New | 880 | $97K |
| Friedenthal Financial | 0.04% | Reduce -20.6% | 860 | $95K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| Buck Wealth Strategies, LLC | 0.01% | New | 835 | $92K |
| Lazard Asset Management LLC | 0.00% | Add +45.4% | 727 | $80K |
| Stone House Investment Management, LLC | 0.01% | Add +2.0% | 718 | $79K |
| Bessemer Group Inc. | 0.00% | No change | 689 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.5% | 619 | $68K |
| Networth Advisors, LLC | 0.04% | Reduce -47.8% | 581 | $64K |
| Smartleaf Asset Management LLC | 0.00% | No change | 568 | $63K |
| RHL Group, LLC | 0.05% | No change | 568 | $62K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 526 | $58K |
| Franklin Resources Inc. | 0.00% | No change | 516 | $57K |
| Hoese & Co LLP | 0.03% | No change | 480 | $53K |
| EPG Wealth Management LLC | 0.01% | No change | 454 | $50K |
| Purpose Unlimited Inc. | 0.00% | Reduce -8.6% | 402 | $45K |
| Highline Wealth Partners LLC | 0.01% | Reduce -0.8% | 399 | $44K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.9% | 397 | $44K |
| Larson Financial Group LLC | 0.00% | New | 372 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 338 | $37K |
| Signature Equity Partners, LLC | 0.02% | Add +393.9% | 326 | $36K |
| Godfrey Financial Associates, Inc. | 0.03% | No change | 326 | $36K |
| International Assets Investment Management, LLC | 0.00% | Add +1.0% | 317 | $35K |
| Fiduciary Financial Advisors | 0.00% | New | 309 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 306 | $34K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -91.3% | 295 | $33K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| Dogwood Wealth Management LLC | 0.01% | Add +34.3% | 270 | $30K |
| Planning Strategies Inc. | 0.02% | — | 221 | $24K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -50.0% | 200 | $22K |
| Crewe Advisors LLC | 0.00% | New | 176 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.6% | 161 | $18K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 161 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 145 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -50.2% | 135 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 134 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Keystone Financial Group, Inc. | 0.01% | Reduce -99.6% | 129 | $14K |
| Bulwark Capital Corp | 0.01% | No change | 119 | $13K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 108 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 96 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 86 | $9K |
| Mosley Wealth Management | 0.00% | No change | 85 | $9K |
| Vanguard Advisers Inc. | 0.00% | No change | 78 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 72 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 70 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 64 | $7K |
| Simplex Trading, LLC | 0.00% | New | 59 | $7K |
| Golden State Wealth Management, LLC | 0.00% | New | 54 | $6K |
| SouthState Bank Corp | 0.00% | No change | 42 | $5K |
| Robinswood Financial LLC | 0.00% | New | 42 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 39 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Integrity Financial Corp | 0.00% | No change | 29 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -10.0% | 27 | $3K |
| Key Financial Inc | 0.00% | No change | 26 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | New | 22 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 22 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 21 | $2K |
| PMV Capital Advisers, LLC | 0.00% | New | 18 | $2K |
| Park Place Capital Corp | 0.00% | New | 18 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +6.3% | 17 | $2K |
| LM Advisors LLC | 0.01% | Add +902.9% | 14,050 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 12 | $1K |
| Mather Group, Llc. | 0.00% | No change | 11 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| Timbuktu Capital Management, LLC | 0.00% | — | 8 | $883 |
| PayPay Securities Corp | 0.02% | Reduce -12.5% | 7 | $772 |
| Blueline Advisors LLC | 0.00% | Reduce -14.3% | 6 | $663 |
| Windsor Advisory Group, LLC | 0.00% | No change | 6 | $662 |
| Capital Advisor Network LLC | 0.00% | No change | 4 | $441 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $332 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $331 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $110 |
| Founders Capital Management | 0.00% | No change | 1 | $110 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $110 |
"% of holder's portfolio" is SHV's weight in each manager's 13F, not the share of iShares 0-1 Year Treasury Bo the manager owns.