iShares U.S. Thematic RotatiTHROETF
13F holders, Q2 2026 (June 30)496holders +21
54new positions
31sold out
3famous investors
$43.06avg. 13F price*
At the end of Q2 2026, 496 institutions reported holding iShares U.S. Thematic Rotati (THRO) in their 13F filings, up 21 from Q1 2026. 54 opened new positions and 31 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), LPL Financial LLC ($733.2M) and JPMorgan Chase & Co. ($349.8M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares U.S. Thematic Rotati
- Filed as
- BLACKROCK ETF TRUST (Q2 2026)
- CUSIP
- 09290C806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $56.0M |
| Exits | 31 | $10.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,751,343 shares bought and 60,452,849 shares sold, net −56,701,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 496 holders
| Envestnet Asset Management Inc. | 0.38% | Reduce -32.5% | 37,167,783 | $1.6B |
| LPL Financial LLC | 0.16% | Reduce -23.7% | 17,008,019 | $733.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -28.6% | 8,208,264 | $349.8M |
| Morgan Stanley | 0.01% | Reduce -23.1% | 5,236,600 | $225.7M |
| BlackRock, Inc. | 0.00% | Reduce -61.4% | 4,794,919 | $206.7M |
| MML Investors Services, LLC | 0.33% | Reduce -16.9% | 3,705,278 | $159.7M |
| Park Avenue Securities LLC | 0.92% | Reduce -31.1% | 3,406,641 | $146.9M |
| Cetera Investment Advisers | 0.12% | Reduce -26.4% | 3,088,229 | $133.1M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -35.4% | 3,040,944 | $131.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.1% | 2,830,198 | $122.0M |
| NewEdge Advisors, LLC | 0.34% | Reduce -32.1% | 2,630,587 | $113.4M |
| Bank of America Corp. | 0.01% | Reduce -28.7% | 2,600,912 | $112.1M |
| Sofi Wealth, LLC | 4.18% | Add +4.6% | 2,412,030 | $104.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -21.5% | 2,367,879 | $102.1M |
| Foundations Investment Advisors, LLC | 0.79% | Reduce -3.8% | 1,781,807 | $76.8M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -37.5% | 1,711,316 | $73.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -35.6% | 1,679,335 | $72.4M |
| Merit Financial Group, LLC | 0.42% | Reduce -24.4% | 1,561,075 | $67.3M |
| Arax Advisory Partners | 0.44% | Add +36.4% | 1,541,826 | $66.5M |
| Sanctuary Advisors, LLC | 0.28% | Reduce -33.0% | 1,422,921 | $61.3M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -7.7% | 1,410,555 | $60.8M |
| JB Capital LLC | 1.77% | Reduce -37.4% | 1,183,232 | $51.0M |
| Vestmark Advisory Solutions, Inc. | 0.47% | Add +3.5% | 1,157,164 | $49.9M |
| Osaic Holdings, Inc. | 0.05% | Add +8.8% | 959,237 | $41.4M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +1.3% | 851,774 | $36.7M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -19.6% | 833,460 | $35.9M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -34.6% | 823,625 | $35.5M |
| Advocacy Wealth Management, LLC | 1.17% | Reduce -38.6% | 747,703 | $32.2M |
| Stifel Financial Corp. | 0.03% | Reduce -32.1% | 720,421 | $31.1M |
| Goldstein Advisors, LLC | 2.62% | Reduce -25.8% | 665,525 | $28.7M |
| Vise Technologies, Inc. | 0.32% | Add +235.1% | 662,531 | $28.6M |
| Raymond James Financial Inc. | 0.01% | Add +7.1% | 642,030 | $27.7M |
| IHT Wealth Management, LLC | 0.59% | Add +22.6% | 641,857 | $27.7M |
| AE Wealth Management LLC | 0.12% | Reduce -29.9% | 583,385 | $25.1M |
| Ascent Group, LLC | 0.75% | Reduce -26.0% | 582,808 | $25.1M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -13.7% | 535,515 | $23.1M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 523,858 | $22.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +14.1% | 505,404 | $21.8M |
| Atria Investments, Inc | 0.22% | Reduce -35.0% | 503,643 | $21.7M |
| Cerity Partners LLC | 0.03% | Reduce -34.3% | 499,935 | $21.6M |
| MA Private Wealth | 3.17% | Add +1.8% | 492,941 | $21.3M |
| Royal Bank of Canada | 0.00% | Reduce -26.4% | 490,920 | $21.2M |
| Icon Wealth Advisors, LLC | 1.22% | Reduce -30.1% | 470,283 | $20.3M |
| Private Advisor Group, LLC | 0.09% | Reduce -7.3% | 469,890 | $20.3M |
| Eq LLC | 4.83% | Add +7.0% | 455,898 | $19.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.95% | Reduce -29.3% | 445,384 | $19.2M |
| CreativeOne Wealth, LLC | 0.41% | Reduce -30.9% | 443,334 | $19.1M |
| Triad Wealth Partners, LLC | 1.12% | Reduce -12.1% | 438,771 | $19.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -29.2% | 428,248 | $18.5M |
| McMorgan & Co. LLC | 2.77% | Reduce -6.8% | 426,276 | $18.4M |
| Truist Financial Corp. | 0.02% | Reduce -35.0% | 407,476 | $17.6M |
| West Wealth Group, LLC | 2.64% | Reduce -20.6% | 373,988 | $16.1M |
| Sharkey, Howes & Javer | 1.94% | Reduce -28.0% | 372,847 | $16.1M |
| &partners | 0.06% | Add +27.3% | 360,825 | $15.6M |
| Mgo One Seven LLC | 0.25% | Reduce -27.8% | 348,109 | $15.0M |
| Scarborough Advisors, LLC | 1.60% | Reduce -33.3% | 327,282 | $14.0M |
| McKinley Carter Wealth Services, Inc. | 0.70% | Add +5.0% | 314,636 | $13.6M |
| Frisch Financial Group, Inc. | 2.13% | Reduce -0.8% | 288,023 | $12.4M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -28.3% | 287,247 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -26.7% | 283,349 | $12.2M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -22.9% | 282,158 | $12.2M |
| Stone House Investment Management, LLC | 1.61% | Reduce -32.4% | 280,833 | $12.1M |
| Security Financial Services, INC. | 1.59% | Reduce -25.2% | 266,440 | $11.5M |
| Equitable Holdings, Inc. | 0.07% | Reduce -20.1% | 265,591 | $11.4M |
| Kilter Group LLC | 4.11% | Add +11.5% | 262,956 | $11.3M |
| Wealth Alliance, LLC | 0.94% | Reduce -22.9% | 261,673 | $11.3M |
| Horst & Graben Wealth Management LLC | 1.47% | Reduce -33.7% | 261,595 | $11.2M |
| Embree Financial Group | 1.06% | Reduce -28.2% | 245,975 | $10.6M |
| Shepherd Financial Partners LLC | 0.87% | Reduce -33.5% | 244,960 | $10.6M |
| CFS Investment Advisory Services, LLC | 0.68% | Reduce -38.5% | 240,273 | $10.2M |
| One Wealth Advisors, LLC | 1.12% | Reduce -30.4% | 235,003 | $10.1M |
| Menora Mivtachim Holdings LTD. | 0.04% | No change | 233,562 | $10.1M |
| KWB Wealth | 0.84% | Reduce -38.8% | 227,816 | $9.8M |
| Kelly Financial Services LLC | 2.10% | Reduce -24.0% | 227,677 | $9.8M |
| SteelPeak Wealth, LLC | 0.25% | Reduce -38.4% | 224,059 | $9.7M |
| Strategic Blueprint, LLC | 0.47% | Reduce -24.7% | 218,310 | $9.4M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +6.1% | 215,388 | $9.3M |
| PAX Financial Group, LLC | 1.34% | Reduce -31.5% | 209,686 | $9.0M |
| Physician Wealth Advisors, Inc. | 1.04% | Reduce -36.1% | 201,376 | $8.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.87% | Reduce -31.2% | 198,612 | $8.6M |
| Integrity Alliance, Llc. | 0.27% | Reduce -40.4% | 198,520 | $8.6M |
| Trek Financial, LLC | 0.42% | Reduce -29.6% | 194,558 | $8.4M |
| Liberty Wealth Management LLC | 1.04% | No change | 228,895 | $8.3M |
| Landing Point Financial Group, LLC | 2.79% | New | 190,240 | $8.2M |
| Keystone Financial Services | 1.98% | Reduce -35.8% | 178,833 | $7.7M |
| Global Retirement Partners, LLC | 0.12% | — | 174,949 | $7.5M |
| Cypress Wealth Services, LLC | 0.92% | Reduce -28.6% | 174,175 | $7.5M |
| Beacon Financial Group | 0.67% | Reduce -27.0% | 169,820 | $7.3M |
| Stonebrook Private Inc. | 1.33% | Reduce -37.1% | 168,840 | $7.3M |
| Tsfg, LLC | 0.91% | Reduce -23.7% | 167,713 | $7.2M |
| UBS Group AG | 0.00% | Add +16.9% | 166,472 | $7.2M |
| Golden State Wealth Management, LLC | 0.64% | Add +260.5% | 161,956 | $7.0M |
| Keystone Financial Group | 0.41% | Reduce -32.5% | 160,264 | $6.9M |
| Swmg, LLC | 1.61% | Reduce -31.6% | 158,534 | $6.8M |
| Sovran Advisors, LLC | 0.51% | Reduce -16.6% | 162,061 | $6.8M |
| ShoreHaven Wealth Partners, LLC | 2.14% | Reduce -28.1% | 157,950 | $6.8M |
| Claro Advisors Inc. | 0.71% | Reduce -17.7% | 156,963 | $6.8M |
| Diversify Advisory Services, LLC | 0.11% | New | 158,939 | $6.7M |
| Diversify Wealth Management, LLC | 0.11% | Reduce -26.6% | 158,939 | $6.7M |
| Tidemark, LLC | 1.48% | Reduce -32.7% | 152,902 | $6.6M |
| Snowden Capital Advisors LLC | 0.15% | Add +1.1% | 150,532 | $6.5M |
| Brookstone Capital Management | 0.06% | Reduce -30.2% | 149,815 | $6.5M |
| Midwest Capital Advisors, LLC | 2.62% | Reduce -31.4% | 149,446 | $6.4M |
| ONE Advisory Partners, LLC | 1.75% | Reduce -34.1% | 148,892 | $6.4M |
| Modern Wealth Management, LLC | 0.08% | Reduce -25.7% | 148,532 | $6.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -31.9% | 148,060 | $6.4M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -15.9% | 146,950 | $6.3M |
| Assetmark, Inc. | 0.01% | Reduce -25.5% | 146,242 | $6.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +7.7% | 142,522 | $6.1M |
| Rothschild Wealth LLC | 0.49% | Reduce -32.0% | 141,659 | $6.1M |
| Plancorp, LLC | 0.15% | New | 139,457 | $6.0M |
| Legacy Financial Group LLC | 0.67% | Reduce -36.5% | 137,517 | $5.9M |
| Van Hulzen Asset Management, LLC | 0.42% | Add +2.3% | 137,278 | $5.9M |
| Regal Investment Advisors LLC | 0.31% | Reduce -35.6% | 136,861 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -28.9% | 136,801 | $5.9M |
| Able Wealth Management LLC | 1.35% | Add +13.8% | 136,387 | $5.9M |
| TSA Wealth Managment LLC | 1.65% | Reduce -23.5% | 135,262 | $5.8M |
| Archer Investment Management, LLC | 1.93% | Reduce -21.4% | 131,207 | $5.7M |
| Vertex Planning Partners, LLC | 0.82% | Reduce -5.5% | 127,796 | $5.5M |
| Strategies Wealth Advisors, LLC | 0.48% | Add +94.4% | 125,029 | $5.4M |
| Quadrant Private Wealth Management, LLC | 1.19% | Reduce -18.1% | 123,825 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -32.1% | 120,136 | $5.2M |
| Stokes Family Office, LLC | 0.60% | Reduce -51.7% | 120,093 | $5.2M |
| BCGM Wealth Management, LLC | 1.06% | Reduce -22.4% | 116,595 | $5.0M |
| LiftPoint Family Wealth Advisors LLC | 3.31% | Reduce -16.2% | 113,214 | $4.9M |
| Blue Trust, Inc. | 0.05% | Reduce -44.0% | 108,932 | $4.7M |
| Gen-Wealth Partners Inc | 1.30% | Reduce -21.1% | 108,320 | $4.7M |
| Buttonwood Financial Group, LLC | 2.66% | Reduce -2.0% | 107,855 | $4.6M |
| Invst, LLC | 0.45% | Reduce -36.3% | 107,391 | $4.6M |
| KM Capital Management Ltd. | 2.17% | Reduce -1.0% | 107,324 | $4.6M |
| Advyzon Investment Management, LLC | 0.33% | Reduce -36.3% | 106,956 | $4.6M |
| Ehrlich Financial Group | 2.37% | Reduce -5.4% | 106,706 | $4.6M |
| Bay Harbor Wealth Management, LLC | 1.06% | Reduce -35.4% | 106,391 | $4.6M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -31.1% | 104,574 | $4.5M |
| Mariner, LLC | 0.00% | Reduce -78.3% | 103,245 | $4.5M |
| Capital Analysts, LLC | 0.10% | Reduce -28.0% | 101,511 | $4.4M |
| IFG Advisory, LLC | 0.15% | New | 99,681 | $4.3M |
| World Investment Advisors | 0.07% | Reduce -32.2% | 103,450 | $4.3M |
| Founders Financial Alliance, LLC | 0.57% | Add +17083.3% | 99,491 | $4.3M |
| Skyline Advisors, Inc. | 1.34% | Reduce -24.5% | 98,862 | $4.3M |
| Beacon Capital Management, LLC | 0.62% | Add +222.0% | 98,838 | $4.3M |
| Mayflower Financial Advisors, LLC | 0.37% | Reduce -29.9% | 98,200 | $4.2M |
| WealthShield Partners, LLC | 0.64% | Reduce -41.0% | 96,890 | $4.2M |
| Schwallier Wealth Management LLC | 2.60% | New | 95,633 | $4.1M |
| Resolute Wealth Advisor, Inc. | 2.34% | No change | 113,339 | $4.1M |
| Independent Financial Group, LLC | 0.08% | Reduce -26.6% | 93,394 | $4.0M |
| Tyche Wealth Partners LLC | 0.56% | Add +3.7% | 91,829 | $4.0M |
| Apeiron RIA LLC | 1.02% | Add +52.5% | 91,795 | $4.0M |
| Focus Financial Network, Inc. | 0.12% | Reduce -30.6% | 91,526 | $3.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -14.0% | 91,194 | $3.9M |
| Principal Securities, Inc. | 0.05% | Reduce -17.2% | 90,908 | $3.9M |
| Twin Peaks Wealth Advisors, LLC | 0.88% | Reduce -28.9% | 89,880 | $3.9M |
| Synergy Investment Management, LLC | 0.93% | Reduce -30.3% | 89,036 | $3.8M |
| Mutual Advisors, LLC | 0.07% | Reduce -12.7% | 87,162 | $3.8M |
| Maia Wealth LLC | 0.55% | Reduce -9.8% | 86,429 | $3.7M |
| One Wealth Capital Management, LLC | 1.06% | Reduce -13.0% | 86,042 | $3.7M |
| Polaris Investment Advisors, LLC | 2.30% | Reduce -13.2% | 83,360 | $3.6M |
| Forthright Family Wealth Advisory LLC | 1.98% | New | 81,257 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +105.5% | 80,674 | $3.5M |
| Hobbs Wealth Management, LLC | 2.92% | Reduce -34.7% | 80,165 | $3.5M |
| Gateway Wealth Partners, LLC | 0.21% | Reduce -63.5% | 80,142 | $3.5M |
| A4 Wealth Advisors LLC | 2.31% | Reduce -23.0% | 79,571 | $3.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.35% | Reduce -56.5% | 79,361 | $3.4M |
| Wetzel Investment Advisors, Inc. | 1.18% | Add +308.2% | 78,792 | $3.4M |
| Endeavor Private Wealth, Inc. | 0.82% | Reduce -26.9% | 78,351 | $3.4M |
| Town Capital LLC | 2.14% | Reduce -30.8% | 78,249 | $3.4M |
| VestGen Advisors, LLC | 0.10% | Reduce -33.3% | 78,106 | $3.4M |
| Summit Financial, LLC | 0.04% | Reduce -18.0% | 76,562 | $3.3M |
| Cobblestone Asset Management LLC | 1.37% | Reduce -41.0% | 76,018 | $3.3M |
| Daviman Financial, LLC | 1.80% | Reduce -29.2% | 75,501 | $3.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -37.7% | 74,395 | $3.2M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -38.4% | 74,868 | $3.2M |
| M1 Capital Management LLC | 1.17% | Reduce -32.9% | 73,212 | $3.2M |
| Firethorn Wealth Partners, LLC | 1.01% | Reduce -17.5% | 72,837 | $3.1M |
| FFG Retirement Advisors LLC | 1.66% | Add +1.5% | 72,807 | $3.1M |
| Lifelong Wealth Advisors, Inc. | 0.73% | Reduce -29.5% | 71,680 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -37.8% | 70,888 | $3.1M |
| Mercer Global Advisors Inc. | 0.00% | New | 70,879 | $3.1M |
| Intentional Wealth Strategies, LLC | 2.86% | Reduce -24.0% | 70,822 | $3.1M |
| GW Henssler & Associates Ltd. | 0.14% | Reduce -1.6% | 70,374 | $3.0M |
| Keebeck Wealth Management | 0.30% | Reduce -34.8% | 70,071 | $3.0M |
| Citigroup Inc. | 0.00% | Add +152.9% | 69,617 | $3.0M |
| IFP Advisors, Inc | 0.05% | Reduce -13.3% | 69,082 | $3.0M |
| Advus Financial Partners, LLC | 0.67% | Add +5.5% | 68,634 | $3.0M |
| CoreCap Advisors, LLC | 0.09% | Reduce -12.3% | 68,107 | $2.9M |
| D. E. Shaw & Co. | 0.00% | New | 67,480 | $2.9M |
| Core Wealth Advisors, LLC | 2.11% | Reduce -41.9% | 66,483 | $2.9M |
| Centurion Wealth Management LLC | 0.67% | Reduce -11.7% | 65,234 | $2.8M |
| Sheridan Capital Management, LLC | 1.34% | Reduce -1.0% | 64,633 | $2.8M |
| Lantz Financial LLC | 0.51% | Reduce -19.8% | 64,555 | $2.8M |
| Cornerstone Planning Group LLC | 0.35% | Reduce -18.5% | 64,951 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -12.7% | 64,214 | $2.8M |
| Pinion Investment Advisors, LLC | 0.52% | Reduce -27.9% | 64,037 | $2.8M |
| Braun-Bostich & Associates Inc. | 1.53% | Reduce -24.2% | 63,603 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 63,218 | $2.7M |
| Curtis Wealth Management LLC | 2.30% | Reduce -33.7% | 62,837 | $2.7M |
| Simplicity Wealth,LLC | 0.09% | Reduce -28.9% | 62,512 | $2.7M |
| Redhawk Wealth Advisors, Inc. | 0.26% | New | 61,373 | $2.6M |
| Spectrum Planning & Advisory Services Inc. | 1.18% | Reduce -25.5% | 61,315 | $2.6M |
| Parallel Advisors, LLC | 0.04% | Add +20.6% | 61,125 | $2.6M |
| PFG Advisors | 0.13% | Reduce -19.1% | 60,324 | $2.6M |
| SWP Financial LLC | 1.19% | Reduce -45.4% | 59,877 | $2.6M |
| May Hill Capital, LLC | 0.52% | Reduce -39.7% | 58,237 | $2.5M |
| Integrated Advisors Network LLC | 0.11% | Reduce -18.9% | 57,820 | $2.5M |
| Milestone Asset Management, LLC | 0.38% | Reduce -28.0% | 56,002 | $2.4M |
| Scissortail Wealth Management, LLC | 0.46% | Reduce -40.2% | 55,838 | $2.4M |
| Verus Capital Partners, LLC | 0.13% | Reduce -11.2% | 54,963 | $2.4M |
| Csenge Advisory Group | 0.10% | Reduce -28.1% | 54,953 | $2.4M |
| Commonwealth Retirement Investments LLC | 0.64% | Add +6.6% | 54,861 | $2.4M |
| Bedminster, LLC | 2.00% | Reduce -24.3% | 54,247 | $2.3M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -30.4% | 53,616 | $2.3M |
| Shared Vision Wealth Group LLC | 0.78% | Reduce -32.9% | 52,416 | $2.3M |
| Forte Asset Management LLC | 0.92% | New | 52,272 | $2.3M |
| Ashton Thomas Securities, LLC | 0.33% | Reduce -34.4% | 51,181 | $2.2M |
| Beto Financial Group, LLC | 1.15% | Reduce -12.1% | 51,802 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +153.4% | 52,076 | $2.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.58% | Reduce -31.0% | 49,806 | $2.1M |
| Absolute Capital Management, LLC | 0.50% | Reduce -23.3% | 46,214 | $2.0M |
| Retirement Wealth Solutions LLC | 1.07% | Reduce -23.5% | 45,112 | $1.9M |
| Theory Financial LLC | 0.59% | Reduce -31.4% | 43,363 | $1.9M |
| Flow Traders U.S. LLC | 0.08% | New | 43,236 | $1.9M |
| Hoxton Planning & Management, LLC | 0.48% | Reduce -34.1% | 42,508 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +1.1% | 42,272 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.0% | 42,251 | $1.8M |
| Balefire, LLC | 0.30% | Add +537.8% | 42,120 | $1.8M |
| Redwood Investment Management, LLC | 0.18% | Reduce -33.3% | 41,927 | $1.8M |
| Chatterton & Associates Inc. | 1.05% | Reduce -28.4% | 41,372 | $1.8M |
| Hopwood Nicholas Hunter | 0.49% | Reduce -33.2% | 41,285 | $1.8M |
| Portfolio Resources Advisor Group, Inc. | 1.49% | Reduce -36.5% | 40,850 | $1.8M |
| United Advisor Group, LLC | 0.18% | Add +5.0% | 40,033 | $1.7M |
| Spire Wealth Management | 0.05% | Add +1.0% | 38,817 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 38,600 | $1.7M |
| SMART Wealth LLC | 0.36% | Add +174.3% | 38,575 | $1.7M |
| Venturi Wealth Management, LLC | 0.06% | Add +0.6% | 38,152 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -39.3% | 37,890 | $1.6M |
| Barnes Wealth Management Group, Inc | 0.75% | Reduce -0.3% | 37,639 | $1.6M |
| Wealthgarden F.S. LLC | 0.90% | Reduce -8.3% | 36,685 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +19179.0% | 36,630 | $1.6M |
| Benjamin Edwards Inc. | 0.01% | Reduce -19.0% | 36,409 | $1.6M |
| RFG Advisory, LLC | 0.02% | Reduce -20.6% | 36,324 | $1.6M |
| Zenith Solutions, Inc. | 1.41% | — | 36,117 | $1.6M |
| Smartleaf Asset Management LLC | 0.05% | No change | 35,531 | $1.5M |
| WealthPoint Financial, LLC | 1.09% | Reduce -31.2% | 34,733 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -32.5% | 34,346 | $1.5M |
| Mather Group, Llc. | 0.01% | Reduce -23.2% | 34,092 | $1.5M |
| Blalock Williams, LLC | 0.95% | Reduce -33.1% | 34,041 | $1.5M |
| Western Wealth Management, LLC | 0.05% | Reduce -38.7% | 33,773 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.5% | 33,064 | $1.4M |
| Nuveen, LLC | 0.00% | New | 31,749 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -10.9% | 31,708 | $1.4M |
| LifePlan Investment Advisors, Inc. | 0.47% | Reduce -35.6% | 31,549 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.13% | Reduce -4.0% | 30,841 | $1.3M |
| XY Planning Network, Inc. | 0.17% | Reduce -27.3% | 30,644 | $1.3M |
| Davis Wealth Advisors, LLC | 1.02% | Reduce -45.1% | 30,558 | $1.3M |
| Tempus Wealth Planning, LLC | 0.25% | Reduce -9.2% | 29,687 | $1.3M |
| HighPoint Advisor Group LLC | 0.04% | Add +8.9% | 29,073 | $1.3M |
| Magnolia Private Wealth, LLC | 0.69% | Add +15.1% | 29,056 | $1.3M |
| Vantage Point Financial LLC | 0.37% | Reduce -28.1% | 28,087 | $1.2M |
| Alta Wealth Advisors LLC | 0.33% | Add +10.7% | 27,881 | $1.2M |
| WealthTrak Capital Management LLC | 0.78% | Reduce -34.8% | 27,453 | $1.2M |
| Arwa LLC | 0.49% | Add +189.1% | 27,754 | $1.2M |
| BCU Wealth Advisors, LLC | 0.39% | Reduce -30.5% | 27,017 | $1.2M |
| Savvy Advisors, Inc. | 0.02% | Add +66.5% | 26,794 | $1.2M |
| EFG International AG | 0.02% | Reduce -1.7% | 26,733 | $1.2M |
| Integrity Advisory Solutions, LLC | 0.12% | Reduce -7.8% | 26,654 | $1.1M |
| Centaurus Financial, Inc. | 0.04% | Add +422.5% | 26,427 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -13.6% | 26,355 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 26,053 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +33.7% | 25,945 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +103.1% | 25,470 | $1.1M |
| WealthPLAN Partners, LLC | 0.21% | Reduce -37.1% | 25,291 | $1.1M |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.0% | 25,276 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -32.6% | 25,430 | $1.1M |
| Asempa Wealth Advisors | 0.81% | Add +5.3% | 24,557 | $1.1M |
| 5T Wealth, LLC | 0.39% | Reduce -33.6% | 24,360 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -21.2% | 23,799 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Reduce -21.8% | 23,673 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -17.7% | 23,238 | $1.0M |
| MKT Advisors LLC | 0.31% | Reduce -15.2% | 23,333 | $996K |
| Regimen Wealth, LLC | 0.27% | Reduce -1.8% | 22,996 | $995K |
| OMNI 360 Wealth, Inc. | 0.46% | Reduce -8.3% | 22,997 | $991K |
| J.M. Arbour, LLC | 0.85% | Reduce -36.0% | 22,982 | $991K |
| Etesian Wealth Advisors, Inc. | 0.29% | Reduce -16.4% | 22,735 | $980K |
| Interchange Capital Partners, LLC | 0.18% | New | 22,732 | $980K |
| Compound Planning, Inc. | 0.03% | Reduce -30.5% | 22,417 | $966K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -37.0% | 22,104 | $953K |
| Brookwood Investment Group LLC | 0.11% | Reduce -9.0% | 21,853 | $942K |
| Clear Creek Financial Management, LLC | 0.06% | Add +31.6% | 21,720 | $936K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -38.6% | 21,532 | $928K |
| Cassilly Financial Group LLC | 0.65% | Reduce -24.6% | 20,650 | $890K |
| Merkkuri Wealth Advisors LLC | 0.55% | Reduce -32.1% | 20,472 | $883K |
| M Holdings Securities, Inc. | 0.12% | Reduce -23.0% | 20,543 | $876K |
| Avior Wealth Management, LLC | 0.02% | No change | 20,144 | $868K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -31.6% | 20,109 | $867K |
| Two West Capital Advisors LLC | 0.43% | Reduce -20.0% | 20,490 | $865K |
| Lantern Wealth Advisors, LLC | 0.40% | Reduce -9.6% | 20,028 | $863K |
| Creative Financial Designs Inc. | 0.04% | Reduce -1.2% | 20,024 | $863K |
| Sutton Place Investors LLC | 0.41% | Reduce -35.1% | 19,780 | $853K |
| Arkadios Wealth Advisors | 0.01% | Reduce -25.2% | 19,483 | $840K |
| GatePass Capital, LLC | 0.33% | Add +21.3% | 19,451 | $839K |
| Capital Investment Management, Inc. | 0.26% | Reduce -33.8% | 19,429 | $838K |
| Ameritas Advisory Services, LLC | 0.02% | Add +47.3% | 19,311 | $832K |
| Vantus Wealth LLC | 0.44% | — | 19,099 | $823K |
| Kickstand Ventures, Llc. | 0.15% | Reduce -15.8% | 18,876 | $814K |
| Sanchez Gaunt Capital Management, LLC | 0.45% | Reduce -25.3% | 18,781 | $810K |
| Private Client Services, LLC | 0.21% | Add +181.7% | 18,711 | $807K |
| Northland Securities, Inc. | 0.47% | Add +37.9% | 18,635 | $803K |
| Arcadia Wealth Management, LLC | 0.25% | Add +28.8% | 18,460 | $796K |
| Sigma Planning Corp | 0.02% | Reduce -30.2% | 18,199 | $785K |
| Private Trust Co. NA | 0.06% | Add +49.0% | 18,099 | $780K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -17.3% | 18,046 | $778K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -8.5% | 17,950 | $774K |
| Vision Retirement, LLC | 0.19% | Add +10.0% | 17,874 | $771K |
| Kovack Advisors, Inc. | 0.04% | Add +142.5% | 17,322 | $744K |
| Ewa, LLC | 0.13% | Reduce -4.7% | 17,069 | $736K |
| US Bancorp \de | 0.00% | Add +42.5% | 16,995 | $733K |
| Raleigh Capital Management Inc. | 0.23% | Reduce -37.5% | 16,782 | $723K |
| Optivise Advisory Services LLC | 0.36% | Reduce -0.1% | 16,554 | $714K |
| Sound Income Strategies, LLC | 0.03% | Add +24.9% | 16,287 | $702K |
| W Advisors, LLC | 0.31% | Reduce -37.4% | 15,788 | $681K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -22.3% | 15,770 | $680K |
| FWG Investments, LLC. | 0.36% | Reduce -17.0% | 15,708 | $677K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -40.1% | 15,696 | $677K |
| BridgePort Financial Solutions, LLC | 0.17% | Reduce -46.3% | 15,245 | $657K |
| Integrated Wealth Management | 0.69% | Reduce -24.5% | 15,199 | $655K |
| Alterna Wealth Management, Inc. | 0.37% | Reduce -6.0% | 15,037 | $648K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -33.2% | 14,710 | $634K |
| Wedbush Securities Inc. | 0.02% | Reduce -22.3% | 14,420 | $622K |
| Argent Trust Co | 0.02% | Reduce -13.6% | 14,422 | $622K |
| Accelerate Investment Advisors LLC | 0.35% | Reduce -25.9% | 14,152 | $610K |
| StoneX Group Inc. | 0.02% | New | 14,089 | $608K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -37.6% | 14,017 | $604K |
| Cary Street Partners Investment Advisory LLC | 0.12% | Reduce -14.5% | 13,838 | $597K |
| Gilliland Jeter Wealth Management LLC | 0.16% | Reduce -12.0% | 13,789 | $594K |
| RDA Financial Network | 0.13% | Reduce -29.5% | 13,374 | $577K |
| AQR Capital Management | 0.00% | Add +33.6% | 13,345 | $575K |
| PFG Investments, LLC | 0.02% | Add +15.2% | 12,703 | $548K |
| Latitude Advisors, LLC | 0.22% | Add +18.4% | 12,606 | $543K |
| Avantra Family Wealth, Inc. | 0.34% | Reduce -22.0% | 12,503 | $539K |
| Yukon Wealth Management, Inc. | 0.15% | Add +30.3% | 12,306 | $531K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +220.5% | 12,136 | $523K |
| Aspire Private Capital, LLC | 0.11% | Reduce -32.4% | 11,794 | $508K |
| Inspire Advisors, LLC | 0.04% | Reduce -12.0% | 11,735 | $506K |
| Nwam LLC | 0.03% | Reduce -17.1% | 11,723 | $505K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -82.1% | 11,717 | $505K |
| Maripau Wealth Management LLC | 0.18% | Reduce -42.0% | 11,589 | $500K |
| Cadia Private Client LLC | 0.35% | Add +56.8% | 11,300 | $487K |
| Sowell Financial Services LLC | 0.02% | Reduce -6.2% | 11,238 | $484K |
| Semus Wealth Partners LLC | 0.23% | Reduce -31.4% | 11,165 | $481K |
| DAVENPORT & Co LLC | 0.00% | Reduce -33.4% | 10,946 | $472K |
| FMR LLC | 0.00% | Add +192.1% | 10,914 | $470K |
| MN Wealth Advisors, LLC | 0.20% | Reduce -28.3% | 10,656 | $459K |
| MSH Capital Advisors LLC | 0.08% | Reduce -24.6% | 10,390 | $448K |
| Resurgent Financial Advisors LLC | 0.12% | Reduce -35.2% | 10,345 | $446K |
| GeoWealth Management, LLC | 0.01% | Reduce -32.4% | 10,255 | $442K |
| Legacy Wealth Partners, LLC | 0.10% | Reduce -16.1% | 10,236 | $441K |
| Key Capital Management, INC | 0.23% | Add +15.2% | 10,166 | $438K |
| Arvest Bank Trust Division | 0.02% | New | 9,899 | $427K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -60.9% | 9,891 | $426K |
| LexAurum Advisors, LLC | 0.05% | No change | 9,479 | $409K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -17.0% | 9,405 | $405K |
| Cooper Financial Group | 0.03% | Reduce -11.3% | 9,401 | $405K |
| Advisory Solutions Group, LLC | 0.14% | — | 9,393 | $405K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -29.9% | 9,333 | $402K |
| FLP Wealth Management, LLC | 0.70% | Reduce -8.7% | 9,067 | $391K |
| World Equity Group, Inc. | 0.09% | Reduce -69.0% | 8,960 | $386K |
| RCS Financial Planning, LLC | 0.18% | Reduce -27.2% | 8,957 | $386K |
| Creative Planning | 0.00% | Add +48.4% | 8,917 | $384K |
| Elevated Capital Advisors, LLC | 0.10% | Add +19.5% | 8,644 | $373K |
| Imprint Wealth LLC | 1.47% | Reduce -39.9% | 8,410 | $363K |
| Kestra Investment Management, LLC | 0.01% | Add +38.4% | 8,316 | $358K |
| Aegis Wealth Management, Inc. | 0.22% | Reduce -19.6% | 7,854 | $339K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -39.5% | 7,836 | $338K |
| Focus Partners Wealth | 0.00% | Reduce -13.1% | 7,766 | $335K |
| Parkway Wealth Management Group, LLC | 0.04% | Reduce -43.2% | 7,730 | $333K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -35.4% | 7,593 | $327K |
| GWN Securities Inc. | 0.05% | Reduce -20.5% | 7,294 | $314K |
| Castleview Partners, LLC | 0.14% | New | 7,156 | $308K |
| Advisor OS, LLC | 0.02% | Reduce -0.4% | 7,071 | $305K |
| Oregon Pacific Wealth Management, LLC | 0.28% | Reduce -16.8% | 6,911 | $298K |
| BAM Wealth Management, LLC | 0.19% | Reduce -17.4% | 6,897 | $297K |
| Blue Capital, Inc. | 0.19% | Reduce -33.8% | 6,895 | $297K |
| PNC Financial Services Group, Inc. | 0.00% | New | 6,805 | $293K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -29.9% | 6,759 | $291K |
| JT Stratford LLC | 0.03% | Reduce -53.8% | 6,601 | $285K |
| Seeds Investor LLC | 0.03% | Reduce -32.6% | 6,578 | $284K |
| Glenmede Trust Co. NA | 0.00% | New | 6,550 | $282K |
| Atlatl Advisers LLC | 0.07% | Reduce -32.3% | 6,522 | $281K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.3% | 6,481 | $279K |
| Uptick Partners, LLC | 0.04% | Reduce -73.2% | 6,444 | $278K |
| Main Street Financial Solutions, LLC | 0.02% | New | 6,403 | $276K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -30.1% | 6,390 | $275K |
| Lockerman Financial Group, Inc. | 0.41% | Reduce -21.4% | 6,279 | $271K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,217 | $268K |
| Novem Group | 0.03% | New | 6,082 | $262K |
| Betterment LLC | 0.00% | Reduce -2.6% | 6,056 | $261K |
| PUREfi Wealth, LLC | 0.14% | Reduce -27.9% | 6,054 | $261K |
| Fulcrum Equity Management | 0.21% | Reduce -39.7% | 5,927 | $255K |
| Spinnaker Investment Group, LLC | 0.04% | New | 5,918 | $255K |
| TRB Wealth Management, LLC | 0.03% | No change | 5,883 | $254K |
| Concorde Asset Management, LLC | 0.14% | Reduce -40.9% | 5,795 | $250K |
| Richmond Investment Services, LLC | 0.08% | Reduce -84.9% | 5,754 | $248K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.3% | 5,502 | $237K |
| Bison Wealth, LLC | 0.02% | Reduce -3.1% | 5,473 | $235K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -2.1% | 6,295 | $228K |
| Fiscal Wisdom Wealth Management, LLC | 0.19% | Reduce -18.2% | 5,254 | $227K |
| VestGen Investment Management | 0.12% | Reduce -47.7% | 5,200 | $224K |
| Entrewealth, LLC | 0.08% | New | 5,096 | $224K |
| Quartz Partners, LLC | 0.07% | Reduce -35.5% | 5,187 | $224K |
| Independent Advisor Alliance | 0.01% | Reduce -77.9% | 5,133 | $221K |
| Moors & Cabot, Inc. | 0.01% | New | 5,093 | $220K |
| Beacon Financial Planning, Inc. | 0.07% | New | 5,062 | $218K |
| LongView Wealth Management | 0.06% | Reduce -33.1% | 5,020 | $216K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -50.0% | 5,007 | $216K |
| Herbst Group, LLC | 0.12% | New | 5,000 | $216K |
| Midwest Financial Network, LLC | 0.15% | New | 4,957 | $214K |
| ASL Financial, LLC | 0.15% | New | 4,950 | $213K |
| Madson Wealth Advisors Inc | 0.14% | Reduce -40.9% | 4,941 | $213K |
| Strategy Asset Managers LLC | 0.03% | Reduce -28.6% | 4,940 | $213K |
| Elevation Wealth Management LLC | 0.16% | Reduce -22.9% | 4,925 | $212K |
| PKS Advisory Services, LLC | 0.03% | New | 4,901 | $211K |
| Stirlingshire Investments, Inc. | 0.16% | Reduce -31.7% | 4,903 | $211K |
| Apollon Financial, LLC | 0.03% | New | 4,900 | $211K |
| Continuum Advisory, LLC | 0.02% | Reduce -24.3% | 4,389 | $189K |
| Islay Capital Management, LLC | 0.09% | New | 4,297 | $185K |
| Mosley Wealth Management | 0.06% | Reduce -90.5% | 4,167 | $180K |
| Bank of Montreal | 0.00% | Add +2882.8% | 2,953 | $127K |
| New Republic Capital, LLC | 0.03% | Reduce -37.0% | 2,893 | $125K |
| Kingdom Financial Group LLC. | 0.03% | Reduce -30.0% | 2,651 | $114K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.0% | 2,462 | $106K |
| Wells Financial Advisors INC | 0.94% | Reduce -36.0% | 2,348 | $101K |
| Aptus Capital Advisors, LLC | 0.00% | Add +30.0% | 2,297 | $99K |
| IMA Advisory Services, Inc. | 0.01% | New | 2,238 | $96K |
| Fiduciary Financial Advisors | 0.01% | New | 2,221 | $96K |
| Russell Investments Group, Ltd. | 0.00% | Add +3860.0% | 2,178 | $94K |
| Capital Advisor Network LLC | 0.12% | Reduce -32.3% | 2,142 | $92K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.9% | 1,783 | $77K |
| Allworth Financial LP | 0.00% | Add +430.1% | 1,516 | $65K |
| LifeSteps Financial, Inc. | 0.03% | New | 1,286 | $55K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -25.9% | 1,109 | $48K |
| Lanark Financial, Inc. | 0.00% | Add +0.5% | 963 | $42K |
| Harborfront Financial Group LLC | 0.15% | — | 921 | $40K |
| Atlantic Union Bankshares Corp | 0.00% | New | 895 | $39K |
| Ameriflex Group, Inc. | 0.02% | Reduce -5.2% | 876 | $38K |
| Clark Wealth Partners | 0.02% | No change | 865 | $37K |
| Advocate Investing Services LLC | 0.03% | Add +280.9% | 819 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 784 | $34K |
| Decker Retirement Planning Inc. | 0.01% | New | 767 | $33K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 708 | $31K |
| Rossby Financial, LCC | 0.01% | Reduce -38.9% | 646 | $28K |
| Cary Street Partners Financial LLC | 0.00% | New | 641 | $28K |
| Ancora Advisors LLC | 0.00% | No change | 545 | $23K |
| Signature Equity Partners, LLC | 0.01% | Reduce -39.1% | 503 | $22K |
| Tucker Asset Management LLC | 0.01% | Reduce -16.3% | 497 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -27.3% | 487 | $21K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 474 | $20K |
| Montgomery Financial Services LLC | 0.02% | — | 415 | $18K |
| CENTRAL TRUST Co | 0.00% | Add +1504.0% | 401 | $17K |
| NBH Bank | 0.01% | — | 379 | $16K |
| Cordant, Inc. | 0.01% | New | 370 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -84.8% | 327 | $14K |
| Armor Investment Advisors, LLC | 0.00% | No change | 322 | $14K |
| NorthAvenue LLC | 0.01% | Reduce -21.3% | 303 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 303 | $13K |
| SHP Wealth Management | 0.00% | New | 290 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 266 | $11K |
| TD Capital Management LLC | 0.00% | No change | 260 | $11K |
| Investors Research Corp | 0.00% | No change | 228 | $10K |
| Vanguard Advisers Inc. | 0.00% | Add +138.6% | 210 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 199 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +48.3% | 169 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 150 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | Add +20.2% | 149 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 143 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 141 | $6K |
| Pittenger & Anderson Inc. | 0.00% | New | 137 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +98.3% | 117 | $5K |
| Networth Advisors, LLC | 0.00% | Reduce -29.0% | 115 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -53.6% | 89 | $4K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 89 | $4K |
| Compass Financial Management LLC | 0.00% | — | 80 | $3K |
| Crewe Advisors LLC | 0.00% | Add +175.0% | 77 | $3K |
| CX Institutional | 0.00% | New | 70 | $3K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 67 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 62 | $3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 61 | $3K |
| Founders Capital Management | 0.00% | New | 53 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 43 | $2K |
| Archer Investment Corp | 0.00% | New | 38 | $2K |
| Register Financial Advisors LLC | 0.00% | New | 37 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -37.7% | 33 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -97.4% | 22 | $948 |
| Orion Capital Management LLC | 0.00% | No change | 18 | $776 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 18 | $776 |
| Geneos Wealth Management Inc. | 0.00% | No change | 18 | $776 |
| NBT Bank, N.A. | 0.00% | No change | 17 | $733 |
"% of holder's portfolio" is THRO's weight in each manager's 13F, not the share of iShares U.S. Thematic Rotati the manager owns.