iShares 10-20 Year TreasuryTLHETF
13F holders, Q1 2026 (March 31)635holders −14
67new positions
83sold out
2famous investors
$100.72avg. 13F price*
At the end of Q1 2026, 635 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, down 14 from Q4 2025. 67 opened new positions and 83 sold out. The largest holders were Envestnet Asset Management Inc. ($2.3B), Forum Financial Management, LP ($900.0M) and LPL Financial LLC ($826.8M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 10-20 Year Treasury
- CUSIP
- 464288653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $65.8M |
| Exits | 83 | $61.1M |
All 13F filers, Q4 2025 → Q1 2026: 7,812,520 shares bought and 8,506,017 shares sold, net −693,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 635 holders
| Envestnet Asset Management Inc. | 0.62% | Reduce -2.7% | 22,940,870 | $2.3B |
| Forum Financial Management, LP | 12.73% | Add +5.1% | 8,935,374 | $900.0M |
| LPL Financial LLC | 0.22% | Reduce -11.2% | 8,209,020 | $826.8M |
| Bank of America Corp. | 0.06% | Add +7.3% | 8,083,555 | $814.2M |
| BlackRock, Inc. | 0.01% | Add +21.1% | 4,606,221 | $463.9M |
| JPMorgan Chase & Co. | 0.03% | Add +3.3% | 4,093,149 | $411.9M |
| Morgan Stanley | 0.02% | Reduce -6.1% | 3,771,694 | $379.9M |
| Envestnet Portfolio Solutions, Inc. | 1.68% | Add +32.3% | 3,008,428 | $303.0M |
| Ameriprise Financial Inc. | 0.06% | Reduce -25.3% | 2,394,057 | $243.3M |
| Assetmark, Inc. | 0.47% | Add +6.0% | 2,270,608 | $228.7M |
| Cetera Investment Advisers | 0.23% | Reduce -15.1% | 2,106,252 | $212.1M |
| Dynasty Wealth Management, LLC | 1.61% | Add +49.4% | 1,834,991 | $184.8M |
| Wells Fargo & Company | 0.03% | Add +1.8% | 1,724,258 | $173.7M |
| Park Avenue Securities LLC | 1.35% | Reduce -6.0% | 1,718,413 | $173.1M |
| Cwm, LLC | 0.41% | Reduce -2.1% | 1,558,713 | $157.0M |
| Janney Montgomery Scott LLC | 0.37% | Add +9.7% | 1,491,747 | $150.2M |
| Stifel Financial Corp. | 0.14% | Reduce -7.8% | 1,467,293 | $147.8M |
| MML Investors Services, LLC | 0.38% | Reduce -26.3% | 1,364,327 | $137.4M |
| RiverFront Investment Group, LLC | 2.06% | Add +1.3% | 1,321,393 | $133.1M |
| Bank of New York Mellon Corp | 0.02% | Add +8.9% | 1,296,794 | $130.6M |
| Truist Financial Corp. | 0.15% | Add +5.8% | 1,085,184 | $109.3M |
| First Citizens Bank & Trust Co. | 2.00% | Add +12382.6% | 942,313 | $94.9M |
| NewEdge Advisors, LLC | 0.34% | Reduce -5.4% | 924,211 | $93.1M |
| Raymond James Financial Inc. | 0.03% | Add +7.5% | 903,192 | $91.0M |
| Destination Wealth Management | 2.26% | Add +8.7% | 862,821 | $86.9M |
| Royal Bank of Canada | 0.01% | Reduce -8.3% | 767,255 | $77.3M |
| Sanctuary Advisors, LLC | 0.37% | Reduce -2.4% | 681,690 | $68.7M |
| Quotient Wealth Partners, LLC | 1.77% | Add +3.8% | 667,619 | $67.2M |
| UBS Group AG | 0.01% | Add +7.0% | 636,564 | $64.1M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -1.4% | 574,363 | $57.8M |
| Cerity Partners OCIO LLC | 3.36% | Reduce -22.6% | 555,322 | $55.9M |
| Sagespring Wealth Partners, LLC | 0.96% | Add +28.7% | 522,773 | $52.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -25.0% | 521,187 | $52.5M |
| Benjamin Edwards Inc. | 0.51% | Reduce -17.3% | 506,333 | $51.0M |
| JB Capital LLC | 2.02% | Add +3.9% | 497,532 | $50.1M |
| US Bancorp \de | 0.06% | Reduce -33.0% | 491,441 | $49.5M |
| OpenArc Corporate Advisory, LLC | 0.69% | Add +250.8% | 478,358 | $48.2M |
| Foundations Investment Advisors, LLC | 0.56% | Reduce -12.9% | 451,692 | $45.5M |
| MAI Capital Management | 0.23% | Add +6.7% | 403,265 | $40.6M |
| Osaic Holdings, Inc. | 0.05% | Add +11.2% | 369,574 | $37.3M |
| Hamilton Capital Partners, LLC | 10.71% | Reduce -54.6% | 340,651 | $34.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -18.3% | 313,418 | $31.6M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -3.1% | 296,737 | $29.9M |
| RS Crum Inc. | 5.65% | Reduce -7.9% | 290,136 | $29.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -7.3% | 285,588 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +48.4% | 285,278 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.7% | 278,322 | $28.0M |
| Watchman Group, Inc. | 6.61% | Add +4.7% | 271,037 | $27.3M |
| Estate Counselors, LLC | 2.38% | Add +125.6% | 265,219 | $26.7M |
| Castleark Management LLC | 0.86% | No change | 258,432 | $26.0M |
| Modern Wealth Management, LLC | 0.40% | Add +9.0% | 229,825 | $23.0M |
| IHT Wealth Management, LLC | 0.51% | Reduce -9.1% | 218,841 | $22.0M |
| Confluence Investment Management LLC | 0.32% | Reduce -15.1% | 205,868 | $20.7M |
| Savvy Advisors, Inc. | 0.55% | Reduce -22.4% | 202,570 | $20.4M |
| Icon Wealth Advisors, LLC | 1.31% | Reduce -19.5% | 202,864 | $20.2M |
| Pinnacle Financial Partners, Inc. | 0.15% | Add +51.7% | 200,496 | $20.2M |
| CreativeOne Wealth, LLC | 0.47% | Add +1.5% | 198,794 | $20.0M |
| Atria Investments, Inc | 0.21% | Reduce -10.0% | 186,094 | $18.7M |
| Stone House Investment Management, LLC | 3.28% | Add +4.3% | 181,522 | $18.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.0% | 176,965 | $17.8M |
| Goelzer Investment Management, Inc. | 0.86% | Add +2.9% | 175,727 | $17.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -18.9% | 175,570 | $17.7M |
| Summit Asset Management, LLC | 2.43% | Add +7.6% | 173,713 | $17.5M |
| Mgo One Seven LLC | 0.35% | Add +4.0% | 170,532 | $17.2M |
| Commonwealth Financial Services, LLC | 2.60% | Reduce -21.8% | 163,337 | $16.5M |
| Jones Financial Companies LLLP | 0.01% | Add +4.8% | 165,251 | $16.4M |
| Affinity Capital Advisors, LLC | 2.27% | Add +2.5% | 161,026 | $16.2M |
| SteelPeak Wealth, LLC | 0.51% | Add +5.9% | 160,719 | $16.2M |
| Triad Wealth Partners, LLC | 1.19% | Add +33.7% | 148,453 | $15.0M |
| Keel Point, LLC | 0.96% | Add +0.0% | 142,427 | $14.3M |
| Integrity Alliance, Llc. | 0.55% | Add +7.8% | 142,351 | $14.3M |
| Trek Financial, LLC | 0.76% | Add +9.7% | 141,525 | $14.3M |
| Sharkey, Howes & Javer | 1.91% | Reduce -3.7% | 141,128 | $14.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.58% | Reduce -1.2% | 134,940 | $13.6M |
| McKinley Carter Wealth Services, Inc. | 0.76% | Add +369.9% | 131,421 | $13.2M |
| Johnson Bixby & Associates, LLC | 1.60% | Reduce -44.6% | 128,344 | $12.9M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -23.7% | 127,460 | $12.8M |
| Equitable Holdings, Inc. | 0.08% | Reduce -23.8% | 124,991 | $12.7M |
| Cascade Financial Partners, LLC | 1.31% | New | 126,045 | $12.7M |
| Capital Analysts, LLC | 0.33% | Reduce -11.0% | 124,852 | $12.6M |
| &partners | 0.06% | Add +22.9% | 123,564 | $12.5M |
| Kelly Financial Services LLC | 2.97% | Reduce -3.5% | 122,456 | $12.3M |
| Arvest Investments, Inc. | 1.64% | Add +26.3% | 119,499 | $12.0M |
| NorthCoast Asset Management LLC | 0.28% | Add +20.0% | 118,662 | $12.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.66% | Add +10.9% | 114,241 | $11.5M |
| Harvest Portfolios Group Inc. | 0.19% | Reduce -12.1% | 112,088 | $11.3M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +68.4% | 106,967 | $10.8M |
| Avantax Planning Partners, Inc. | 0.29% | Add +15.6% | 105,266 | $10.6M |
| Gateway Wealth Partners, LLC | 0.41% | Add +239.3% | 104,261 | $10.5M |
| Integrated Wealth Concepts LLC | 0.08% | Add +31.8% | 97,318 | $9.8M |
| Hughes Financial Services, LLC | 1.47% | Add +2.6% | 95,109 | $9.6M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -15.7% | 94,526 | $9.5M |
| Vise Technologies, Inc. | 0.18% | No change | 91,798 | $9.3M |
| Arrow Financial Corp | 0.91% | Add +109.0% | 90,264 | $9.1M |
| Keystone Financial Services | 2.66% | Add +4.1% | 89,845 | $9.0M |
| PAX Financial Group, LLC | 1.54% | Add +4.3% | 89,763 | $9.0M |
| Teucrium Investment Advisors, LLC | 6.99% | New | 89,795 | $9.0M |
| Net Worth Advisory Group | 1.85% | Add +2.3% | 88,657 | $8.9M |
| Liberty Wealth Management LLC | 1.11% | Add +14.7% | 87,815 | $8.8M |
| Stokes Family Office, LLC | 0.91% | Reduce -12.1% | 87,416 | $8.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.08% | Reduce -2.9% | 86,496 | $8.7M |
| Evergreen Private Wealth LLC | 3.45% | Add +3.8% | 84,744 | $8.5M |
| IFP Advisors, Inc | 0.18% | Add +109.1% | 84,547 | $8.5M |
| Mariner, LLC | 0.01% | Reduce -1.5% | 84,545 | $8.5M |
| Brookstone Capital Management | 0.10% | Add +5.4% | 84,111 | $8.5M |
| Strategic Blueprint, LLC | 0.49% | Reduce -0.9% | 83,648 | $8.4M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +41.6% | 83,496 | $8.4M |
| Diversify Wealth Management, LLC | 0.15% | Add +10.4% | 84,250 | $8.4M |
| Invst, LLC | 0.95% | Reduce -4.2% | 83,403 | $8.4M |
| Regal Investment Advisors LLC | 0.48% | Reduce -13.1% | 82,747 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.5% | 81,891 | $8.2M |
| Blue Trust, Inc. | 0.09% | Reduce -1.4% | 80,235 | $8.1M |
| World Investment Advisors | 0.13% | Reduce -8.1% | 79,724 | $8.0M |
| Wealth Alliance, LLC | 0.78% | Reduce -11.7% | 78,475 | $7.9M |
| Beacon Financial Group | 0.77% | Add +30.8% | 76,420 | $7.7M |
| Scotia Capital Inc. | 0.03% | Add +6.7% | 75,805 | $7.6M |
| Legacy Financial Group LLC | 0.96% | Add +4.9% | 75,755 | $7.6M |
| Royal Fund Management, LLC | 0.73% | Add +340.5% | 75,498 | $7.6M |
| A4 Wealth Advisors LLC | 6.19% | Add +32.1% | 73,915 | $7.4M |
| Bay Harbor Wealth Management, LLC | 1.88% | Reduce -0.3% | 72,146 | $7.3M |
| Angeles Wealth Management, LLC | 0.39% | Add +8.2% | 70,782 | $7.1M |
| Systelligence, LLC | 1.38% | Add +13.7% | 70,221 | $7.1M |
| ABLE Financial Group, LLC | 1.35% | Add +21.9% | 68,466 | $6.9M |
| Strategic Financial Concepts, LLC | 1.69% | Add +122.6% | 68,172 | $6.9M |
| Creative Planning | 0.00% | Add +1045.6% | 68,072 | $6.9M |
| Cobblestone Asset Management LLC | 3.08% | Add +6.0% | 68,062 | $6.9M |
| DRW Securities, LLC | 0.37% | Add +2.5% | 66,748 | $6.7M |
| Prospera Financial Services Inc | 0.11% | Add +7.5% | 66,296 | $6.7M |
| Principal Securities, Inc. | 0.10% | Reduce -0.7% | 65,290 | $6.6M |
| Ewa, LLC | 1.49% | Add +40.3% | 65,098 | $6.6M |
| Elevated Financial Group LLC | 2.17% | Add +12.4% | 64,902 | $6.5M |
| Goodman Advisory Group, LLC | 1.67% | Reduce -4.4% | 63,731 | $6.4M |
| Focus Partners Wealth | 0.01% | Reduce -3.9% | 62,404 | $6.3M |
| BCGM Wealth Management, LLC | 1.56% | Add +2.0% | 61,488 | $6.2M |
| Captrust Financial Advisors | 0.01% | Add +0.6% | 61,256 | $6.2M |
| Flow Traders U.S. LLC | 0.20% | New | 61,245 | $6.2M |
| ONE Advisory Partners, LLC | 1.86% | Reduce -20.0% | 59,907 | $6.0M |
| WCG Wealth Advisors LLC | 0.17% | Add +3.2% | 59,578 | $6.0M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -35.9% | 58,942 | $5.9M |
| SigFig Wealth Management, LLC | 0.17% | Reduce -7.7% | 58,607 | $5.9M |
| HighPoint Advisor Group LLC | 0.24% | Add +37.9% | 58,025 | $5.8M |
| Core Wealth Advisors, LLC | 4.45% | Reduce -4.1% | 57,466 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | New | 56,677 | $5.7M |
| Shared Vision Wealth Group LLC | 2.28% | Reduce -1.4% | 55,502 | $5.6M |
| Van Hulzen Asset Management, LLC | 0.41% | Add +3.5% | 55,238 | $5.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -46.6% | 54,684 | $5.5M |
| Merit Financial Group, LLC | 0.04% | Add +20.2% | 54,137 | $5.5M |
| AlphaCore Capital LLC | 0.13% | Reduce -7.7% | 53,867 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -23.4% | 52,784 | $5.3M |
| Premier Path Wealth Partners, LLC | 0.68% | Reduce -14.3% | 51,771 | $5.2M |
| Cresta Advisors, Ltd. | 2.13% | Add +2.1% | 51,604 | $5.2M |
| True Vision MN LLC | 2.65% | Reduce -10.4% | 51,080 | $5.1M |
| Professional Financial Management, Inc. | 5.20% | Add +6.5% | 49,593 | $5.0M |
| Endeavor Private Wealth, Inc. | 1.43% | Add +15.3% | 49,534 | $5.0M |
| Ranch Capital Advisors Inc. | 1.82% | Add +1.1% | 49,499 | $5.0M |
| 5T Wealth, LLC | 1.96% | Add +7.1% | 49,368 | $5.0M |
| Sovran Advisors, LLC | 0.38% | Reduce -2.8% | 48,986 | $4.9M |
| Citigroup Inc. | 0.00% | Add +1312.5% | 47,148 | $4.7M |
| Fidelity D & D Bancorp Inc. | 1.86% | Add +7.6% | 45,957 | $4.6M |
| Resolute Wealth Advisor, Inc. | 2.60% | — | 45,370 | $4.6M |
| RFG Advisory, LLC | 0.08% | Reduce -1.6% | 43,344 | $4.4M |
| Ashton Thomas Securities, LLC | 0.53% | New | 42,248 | $4.3M |
| Twin Peaks Wealth Advisors, LLC | 1.06% | Add +26.6% | 41,813 | $4.2M |
| Advus Financial Partners, LLC | 1.04% | Add +4.1% | 41,335 | $4.2M |
| Unique Wealth, LLC | 0.57% | Add +48.9% | 40,642 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +3.2% | 40,545 | $4.1M |
| Watershed Private Wealth LLC | 1.27% | Reduce -32.4% | 40,383 | $4.1M |
| Advisory Services Network, LLC | 0.05% | Reduce -1.3% | 40,290 | $4.1M |
| Financial & Tax Architects, LLC | 0.89% | Add +18.8% | 39,798 | $4.0M |
| Elevation Point Wealth Partners, LLC | 0.09% | Reduce -4.0% | 39,335 | $4.0M |
| Simplicity Wealth,LLC | 0.22% | Reduce -6.6% | 39,202 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +9.9% | 39,094 | $3.9M |
| Smartleaf Asset Management LLC | 0.14% | Reduce -4.9% | 38,631 | $3.9M |
| Cornerstone Planning Group LLC | 0.51% | Add +4.1% | 38,424 | $3.8M |
| Conrad Siegel Investment Advisors, Inc. | 0.69% | Reduce -3.6% | 37,870 | $3.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -42.2% | 37,816 | $3.8M |
| Claro Advisors Inc. | 0.46% | Add +15.8% | 37,784 | $3.8M |
| Csenge Advisory Group | 0.17% | Add +2.0% | 36,980 | $3.7M |
| Bedminster, LLC | 3.42% | Reduce -21.0% | 36,537 | $3.7M |
| Polaris Investment Advisors, LLC | 2.66% | Add +2.3% | 36,277 | $3.7M |
| Modus Advisors, LLC | 0.99% | Add +9.2% | 35,657 | $3.6M |
| Storen Legacy Partners, LLC | 1.12% | New | 35,394 | $3.6M |
| WealthShield Partners, LLC | 0.40% | Reduce -30.4% | 35,303 | $3.6M |
| Swmg, LLC | 1.01% | Add +10.0% | 35,208 | $3.5M |
| McNaughton Wealth Management, LLC | 1.44% | Add +8.1% | 34,655 | $3.5M |
| Apollon Wealth Management, LLC | 0.06% | Add +10.8% | 34,299 | $3.5M |
| LFA - Lugano Financial Advisors SA | 1.73% | Add +0.1% | 33,948 | $3.4M |
| Keebeck Wealth Management | 0.38% | Reduce -7.9% | 33,568 | $3.4M |
| Lansing Street Advisors | 0.85% | Add +63.6% | 33,539 | $3.4M |
| Geneos Wealth Management Inc. | 0.08% | Add +5.9% | 33,491 | $3.4M |
| One Wealth Advisors, LLC | 0.42% | Reduce -53.8% | 33,181 | $3.3M |
| Cypress Wealth Services, LLC | 0.47% | Add +1.8% | 32,795 | $3.3M |
| Centurion Wealth Management LLC | 0.74% | Add +5.2% | 32,632 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.6% | 32,493 | $3.3M |
| Corient Private Wealth LP | 0.00% | Add +51.6% | 41,442 | $3.2M |
| Fifth Third Bancorp | 0.01% | Add +19711.7% | 32,095 | $3.2M |
| Krilogy Financial LLC | 0.10% | Reduce -1.8% | 31,857 | $3.2M |
| Hoxton Planning & Management, LLC | 0.95% | Add +13.7% | 31,305 | $3.2M |
| Centerline Wealth Advisors, LLC | 1.10% | Add +71.3% | 30,459 | $3.1M |
| Kilter Group LLC | 1.31% | Add +7.9% | 30,236 | $3.0M |
| SWP Financial LLC | 1.55% | Reduce -9.3% | 30,094 | $3.0M |
| One Wealth Capital Management, LLC | 1.30% | Reduce -41.4% | 29,503 | $3.0M |
| WBH Advisory Inc. | 0.22% | Add +6.2% | 28,954 | $2.9M |
| Rothschild Wealth LLC | 0.26% | Add +20.8% | 28,443 | $2.9M |
| Richmond Investment Services, LLC | 0.46% | Add +80.3% | 28,006 | $2.8M |
| Heck Capital Advisors, LLC | 0.20% | Add +8.6% | 27,216 | $2.7M |
| Clarus Wealth Advisors | 1.14% | Add +1.3% | 26,660 | $2.7M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +46.6% | 26,595 | $2.7M |
| Saxony Capital Management, LLC | 1.53% | Add +9.0% | 26,200 | $2.6M |
| Anderson Hoagland & Co. | 0.22% | Add +1.3% | 25,800 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -46.4% | 25,791 | $2.6M |
| Financial Life Advisors | 0.80% | Add +2.6% | 25,501 | $2.6M |
| Trustmark Bank Trust Department | 0.16% | Reduce -0.3% | 24,948 | $2.5M |
| Mosley Wealth Management | 1.14% | Add +0.6% | 24,395 | $2.5M |
| Davis Wealth Advisors, LLC | 2.06% | Add +3.0% | 24,659 | $2.5M |
| Independent Advisor Alliance | 0.03% | New | 24,535 | $2.5M |
| Horst & Graben Wealth Management LLC | 0.33% | Add +4.0% | 24,274 | $2.4M |
| Arax Advisory Partners | 0.07% | Reduce -53.4% | 24,175 | $2.4M |
| Robbins Farley | 1.07% | Add +18.4% | 24,026 | $2.4M |
| Eq LLC | 0.68% | Add +18.7% | 23,974 | $2.4M |
| Checchi Capital Advisers, LLC | 0.16% | Add +24.4% | 23,800 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 2.37% | Add +6.2% | 23,652 | $2.4M |
| May Hill Capital, LLC | 0.60% | Reduce -3.6% | 23,648 | $2.4M |
| Forte Asset Management LLC | 1.03% | Reduce -4.9% | 23,397 | $2.4M |
| Veridan Wealth LLC | 0.89% | Add +0.2% | 23,345 | $2.4M |
| Venturi Wealth Management, LLC | 0.10% | Add +60.9% | 23,110 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | Add +220.9% | 22,788 | $2.3M |
| Center For Asset Management LLC | 1.14% | Add +1.3% | 22,727 | $2.3M |
| Midwest Capital Advisors, LLC | 1.07% | Reduce -21.7% | 22,707 | $2.3M |
| Echo45 Advisors LLC | 1.27% | Add +3.9% | 22,351 | $2.3M |
| Hazlett, Burt & Watson, Inc. | 0.69% | Add +4.5% | 22,023 | $2.2M |
| Braun-Bostich & Associates Inc. | 1.36% | Add +3.0% | 21,537 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Add +7.8% | 21,078 | $2.1M |
| Collective Family Office LLC | 0.48% | Add +5.3% | 20,995 | $2.1M |
| J.M. Arbour, LLC | 2.02% | Add +4.7% | 20,848 | $2.1M |
| Etesian Wealth Advisors, Inc. | 0.67% | Reduce -7.0% | 20,745 | $2.1M |
| Pinion Investment Advisors, LLC | 0.47% | Reduce -7.0% | 20,085 | $2.0M |
| Beacon Bridge Wealth Partners, LLC | 0.68% | Add +35.0% | 20,080 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Add +6.0% | 19,959 | $2.0M |
| Able Wealth Management LLC | 0.54% | Add +242.1% | 19,931 | $2.0M |
| Scarborough Advisors, LLC | 0.22% | New | 19,795 | $2.0M |
| BCU Wealth Advisors, LLC | 0.74% | Add +1.8% | 19,634 | $2.0M |
| Composition Wealth, LLC | 0.03% | Reduce -68.8% | 19,555 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -7.9% | 19,454 | $2.0M |
| Veltria Advisors Corp. | 6.50% | Add +54.8% | 19,603 | $2.0M |
| Values First Advisors, Inc. | 1.02% | Add +3.6% | 19,346 | $1.9M |
| Tudor Investment Corporation | 0.01% | Add +163.4% | 19,316 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -26.6% | 19,236 | $1.9M |
| Itau Unibanco Holding S.A. | 0.05% | Add +231.3% | 18,856 | $1.9M |
| LifePlan Investment Advisors, Inc. | 0.72% | Reduce -17.0% | 18,267 | $1.8M |
| Avid Wealth Partners LLC | 0.87% | Reduce -20.3% | 18,178 | $1.8M |
| Leavell Investment Management, Inc. | 0.07% | Add +9.8% | 18,165 | $1.8M |
| Carr Financial Group Corp | 0.48% | Reduce -3.7% | 17,990 | $1.8M |
| Contango Wealth Management LLC | 2.09% | New | 17,772 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.63% | Reduce -0.4% | 17,547 | $1.8M |
| JT Stratford LLC | 0.22% | Add +3.7% | 17,465 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Add +92.3% | 17,463 | $1.8M |
| Spectrum Planning & Advisory Services Inc. | 0.87% | Reduce -7.2% | 17,452 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +12.1% | 17,158 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -52.9% | 17,149 | $1.7M |
| Integrity Advisory Solutions, LLC | 0.23% | Add +15.4% | 17,037 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -1.7% | 16,986 | $1.7M |
| JFS Wealth Advisors, LLC | 0.09% | Reduce -4.8% | 16,577 | $1.7M |
| Fermata Advisors, LLC | 0.38% | Add +3.5% | 16,540 | $1.7M |
| Traveka Wealth, LLC | 0.63% | Add +82.4% | 16,506 | $1.7M |
| CoreCap Advisors, LLC | 0.06% | Add +14.1% | 16,120 | $1.6M |
| PFG Investments, LLC | 0.08% | Reduce -3.0% | 16,116 | $1.6M |
| First Heartland Consultants, Inc. | 0.12% | Add +5.6% | 16,092 | $1.6M |
| Capital Investment Management, Inc. | 0.56% | Add +11.5% | 16,080 | $1.6M |
| Seeds Investor LLC | 0.22% | New | 15,639 | $1.6M |
| Atlatl Advisers LLC | 1.16% | Reduce -57.0% | 15,554 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.24% | Reduce -11.2% | 15,544 | $1.6M |
| NorthRock Partners, LLC | 0.03% | Reduce -21.1% | 15,371 | $1.5M |
| PFG Advisors | 0.07% | Add +10.2% | 15,304 | $1.5M |
| Spire Wealth Management | 0.05% | Add +39.2% | 15,210 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.5% | 15,014 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.77% | Add +1.4% | 14,995 | $1.5M |
| Mendel Capital Management LLC | 0.76% | — | 14,966 | $1.5M |
| Alterna Wealth Management, Inc. | 1.13% | Add +21.8% | 14,860 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Add +1.9% | 14,841 | $1.5M |
| Lanark Financial, Inc. | 0.11% | Reduce -6.2% | 14,771 | $1.5M |
| Two West Capital Advisors LLC | 0.78% | Add +23.7% | 14,689 | $1.5M |
| Strategic Investment Advisors / MI | 0.10% | Add +14.2% | 14,410 | $1.5M |
| TritonPoint Partners, LLC | 0.53% | Add +38.1% | 14,253 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -20.5% | 14,087 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.33% | Reduce -4.9% | 13,703 | $1.4M |
| Legacy Private Trust Co. | 0.08% | No change | 13,466 | $1.4M |
| Retirement Wealth Solutions LLC | 0.83% | Reduce -14.9% | 13,144 | $1.3M |
| Advyzon Investment Management, LLC | 0.12% | Reduce -25.0% | 13,109 | $1.3M |
| First International Bank of Israel Ltd. | 0.39% | Add +31.0% | 13,033 | $1.3M |
| Gilpin Wealth Management, LLC | 1.04% | Reduce -1.1% | 12,978 | $1.3M |
| Regimen Wealth, LLC | 0.38% | Reduce -7.9% | 12,912 | $1.3M |
| Absolute Capital Management, LLC | 0.43% | Add +39.1% | 12,855 | $1.3M |
| Verus Capital Partners, LLC | 0.09% | Reduce -26.1% | 12,848 | $1.3M |
| CMC Financial Group | 2.48% | New | 12,149 | $1.2M |
| Ascent Group, LLC | 0.04% | Add +28.1% | 12,055 | $1.2M |
| LexAurum Advisors, LLC | 0.16% | — | 12,042 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 11,964 | $1.2M |
| Cumberland Partners Ltd | 0.09% | Add +10.2% | 11,945 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 11,737 | $1.2M |
| WealthPoint Financial, LLC | 0.97% | Add +10.4% | 11,502 | $1.2M |
| Sovereign Financial Group, Inc. | 0.20% | Add +4.0% | 11,426 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +8.7% | 11,421 | $1.2M |
| Unify Financial Advisors | 1.19% | Reduce -13.8% | 11,320 | $1.1M |
| HRT Financial LP | 0.00% | New | 11,242 | $1.1M |
| CCG Wealth Management, LLC | 0.30% | Add +222.9% | 11,045 | $1.1M |
| BOS Asset Management, LLC | 0.28% | Add +3.2% | 11,009 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +44.5% | 10,952 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | New | 10,847 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.7% | 10,745 | $1.1M |
| Embree Financial Group | 0.13% | Add +57.9% | 10,541 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -12.3% | 10,273 | $1.0M |
| W Advisors, LLC | 0.53% | Add +1.4% | 10,242 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.2% | 10,239 | $1.0M |
| Transamerica Financial Advisors, LLC | 0.09% | Add +6.8% | 10,186 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +57.7% | 9,920 | $999K |
| Atlanta Consulting Group Advisors, LLC | 0.21% | Add +11.5% | 9,863 | $993K |
| Ascentis Independent Advisors | 0.08% | New | 9,850 | $992K |
| DecisionMap Wealth Management, LLC | 0.64% | Add +2.2% | 9,760 | $983K |
| Aspire Private Capital, LLC | 0.22% | Reduce -36.8% | 9,695 | $976K |
| Avior Wealth Management, LLC | 0.03% | New | 9,659 | $973K |
| Bridge Generations Wealth Management LLC | 0.56% | Reduce -46.0% | 9,636 | $971K |
| AE Wealth Management LLC | 0.01% | Reduce -37.7% | 9,571 | $964K |
| Firethorn Wealth Partners, LLC | 0.35% | Reduce -19.6% | 9,349 | $942K |
| Oppenheimer & Co. Inc. | 0.01% | Add +69.9% | 9,345 | $941K |
| Ballast Rock Private Wealth LLC | 0.52% | Add +57.5% | 9,323 | $939K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +102.0% | 9,306 | $937K |
| Financial Partners Group, Inc | 0.11% | Add +24.8% | 9,164 | $923K |
| Strategy Asset Managers LLC | 0.15% | Add +2.6% | 9,139 | $920K |
| Private Trust Co. NA | 0.08% | Reduce -0.4% | 9,042 | $911K |
| NerdWallet Wealth Partners, LLC | 0.39% | Add +142.1% | 8,828 | $889K |
| Golden State Wealth Management, LLC | 0.10% | Add +488.2% | 8,799 | $886K |
| Capital Asset Managemnet, LLC | 0.99% | Reduce -7.2% | 8,766 | $883K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -17.3% | 8,748 | $881K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -36.8% | 8,692 | $875K |
| Vision Retirement, LLC | 0.25% | Reduce -9.8% | 8,673 | $874K |
| Pettinga Financial Advisors LLC | 0.16% | Reduce -43.4% | 8,418 | $848K |
| Ehrlich Financial Group | 0.49% | Reduce -62.5% | 8,409 | $847K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -13.8% | 8,207 | $827K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +53.7% | 8,170 | $823K |
| Laurel Oak Wealth Management, LLC | 0.14% | Reduce -33.2% | 8,112 | $817K |
| Bank of Montreal | 0.00% | Add +7.3% | 7,985 | $804K |
| Retirement Management Systems Inc. | 0.19% | Reduce -2.0% | 7,980 | $804K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.3% | 7,921 | $798K |
| Wealthgarden F.S. LLC | 0.54% | Add +1.2% | 7,858 | $791K |
| Titleist Asset Management, LLC | 0.06% | New | 7,814 | $787K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +13.8% | 7,776 | $783K |
| Columbus Macro, LLC | 0.08% | Add +2.5% | 7,703 | $776K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +8.0% | 7,429 | $748K |
| Madson Wealth Advisors Inc | 0.61% | — | 7,298 | $735K |
| TSA Wealth Managment LLC | 0.24% | Reduce -15.0% | 7,246 | $730K |
| Blalock Williams, LLC | 0.56% | Add +19.4% | 7,201 | $725K |
| Regatta Capital Group, LLC | 0.11% | Reduce -15.4% | 7,191 | $724K |
| TFB Advisors LLC | 0.37% | Reduce -30.1% | 7,067 | $712K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Reduce -26.1% | 6,991 | $704K |
| LiftPoint Family Wealth Advisors LLC | 0.58% | Reduce -66.4% | 6,969 | $702K |
| Argyle Capital Partners, LLC | 0.50% | Add +7.3% | 6,934 | $698K |
| Concorde Asset Management, LLC | 0.34% | Reduce -14.7% | 6,843 | $689K |
| ASL Financial, LLC | 0.55% | Add +9.5% | 6,830 | $688K |
| Chatterton & Associates Inc. | 0.47% | Add +99.4% | 6,631 | $669K |
| Argent Trust Co | 0.02% | Add +86.1% | 6,639 | $669K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +6.0% | 6,587 | $663K |
| FMR LLC | 0.00% | Add +106.0% | 6,581 | $663K |
| Keybank National Association | 0.00% | Reduce -2.5% | 6,447 | $649K |
| Avantra Family Wealth, Inc. | 0.48% | Add +0.5% | 6,423 | $647K |
| Western Wealth Management, LLC | 0.02% | Add +45.8% | 6,403 | $645K |
| Waystone Advisors LLC | 0.56% | Reduce -19.5% | 6,248 | $629K |
| Yukon Wealth Management, Inc. | 0.37% | Add +9.3% | 6,196 | $624K |
| Arwa LLC | 0.31% | Reduce -5.1% | 6,173 | $623K |
| XTX Topco Ltd | 0.01% | New | 6,116 | $616K |
| Savant Capital, LLC | 0.00% | Add +2.9% | 6,068 | $611K |
| Prosperity Bancshares Inc | 0.48% | New | 5,984 | $603K |
| VestGen Advisors, LLC | 0.02% | New | 6,067 | $602K |
| Camarda Financial Advisors, LLC | 0.31% | Add +0.3% | 5,929 | $597K |
| Shelter Mutual Insurance Co | 0.13% | Add +55.6% | 5,868 | $591K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -12.8% | 5,816 | $586K |
| Curtis Wealth Management LLC | 0.55% | Reduce -39.9% | 5,807 | $585K |
| Alteri Wealth LLC | 0.19% | New | 5,794 | $584K |
| Kovack Advisors, Inc. | 0.03% | Add +37.8% | 5,715 | $574K |
| Parallel Advisors, LLC | 0.01% | Reduce -27.6% | 5,702 | $574K |
| MSH Capital Advisors LLC | 0.12% | Add +3.1% | 5,698 | $574K |
| GLOBALT Investments LLC / GA | 0.02% | Add +0.7% | 5,663 | $570K |
| EFG International AG | 0.01% | New | 5,644 | $568K |
| TD Private Client Wealth LLC | 0.01% | Reduce -13.9% | 5,609 | $565K |
| Sanchez Gaunt Capital Management, LLC | 0.34% | — | 5,467 | $551K |
| Eastern Bank | 0.01% | Reduce -11.5% | 5,456 | $550K |
| Legacy Edge Advisors, LLC | 0.06% | Add +12.7% | 5,419 | $546K |
| Signal Advisors Wealth, LLC | 0.04% | Add +8.6% | 5,395 | $543K |
| Core Wealth Partners LLC | 0.25% | Reduce -0.1% | 5,324 | $536K |
| Inspire Advisors, LLC | 0.04% | New | 5,286 | $532K |
| World Equity Group, Inc. | 0.14% | Add +5.9% | 5,279 | $532K |
| VestGen Investment Management | 0.29% | Reduce -2.4% | 5,277 | $532K |
| Maripau Wealth Management LLC | 0.23% | Add +9.9% | 5,216 | $525K |
| Alta Wealth Advisors LLC | 0.17% | Add +155.6% | 5,170 | $521K |
| Betterment LLC | 0.00% | Add +4.9% | 5,155 | $519K |
| RHS Financial, LLC | 0.24% | Reduce -37.3% | 5,079 | $512K |
| Legacy Wealth Partners, LLC | 0.13% | Reduce -11.1% | 5,062 | $510K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +35.9% | 5,012 | $505K |
| Wedbush Securities Inc. | 0.01% | Reduce -50.9% | 4,997 | $503K |
| Valtinson Bruner Financial Planning LLC | 0.14% | No change | 4,983 | $502K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -55.2% | 4,966 | $500K |
| City Center Advisors, LLC | 0.46% | Add +39.3% | 4,953 | $499K |
| Summit Financial, LLC | 0.01% | Add +56.8% | 4,952 | $499K |
| LongView Wealth Management | 0.12% | Add +8.1% | 4,879 | $495K |
| Fairvoy Private Wealth, LLC | 0.12% | Add +98.2% | 4,885 | $492K |
| Steelhead Wealth Management LLC | 0.25% | — | 4,886 | $492K |
| PUREfi Wealth, LLC | 0.32% | Add +25.2% | 4,862 | $490K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -11.3% | 4,848 | $488K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +28.3% | 4,826 | $486K |
| Hilltop Holdings Inc. | 0.04% | Reduce -37.2% | 4,800 | $483K |
| Cape Investment Advisory, Inc. | 0.16% | Reduce -2.3% | 4,753 | $479K |
| Gilliland Jeter Wealth Management LLC | 0.14% | Add +6.5% | 4,668 | $470K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -19.2% | 4,443 | $447K |
| Blue Capital, Inc. | 0.29% | Add +0.3% | 4,433 | $446K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.5% | 4,427 | $446K |
| Fiscal Wisdom Wealth Management, LLC | 0.43% | Add +5.3% | 4,402 | $443K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -34.0% | 4,334 | $437K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 4,238 | $431K |
| Jump Financial, LLC | 0.01% | New | 4,258 | $429K |
| Resurgent Financial Advisors LLC | 0.16% | Reduce -2.0% | 4,238 | $427K |
| Apeiron RIA LLC | 0.10% | Reduce -83.4% | 4,235 | $427K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -16.6% | 4,146 | $418K |
| Patron Partners, LLC | 0.18% | Reduce -1.8% | 4,136 | $417K |
| Nwam LLC | 0.02% | Reduce -9.3% | 4,127 | $416K |
| FAS Wealth Partners, Inc. | 0.03% | Add +15.8% | 4,110 | $414K |
| Northern Trust Corp. | 0.00% | No change | 4,108 | $414K |
| Continuum Advisory, LLC | 0.04% | Reduce -2.9% | 4,062 | $409K |
| SVB Wealth LLC | 0.03% | Reduce -61.8% | 4,057 | $409K |
| BridgePort Financial Solutions, LLC | 0.11% | Add +16.7% | 4,005 | $403K |
| Advisors Capital Management, LLC | 0.00% | Reduce -5.0% | 3,989 | $402K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +15.7% | 3,916 | $394K |
| Sound Income Strategies, LLC | 0.02% | Reduce -5.0% | 3,899 | $391K |
| Whittier Trust Co. | 0.00% | No change | 3,884 | $390K |
| Exit Wealth Advisors, LLC. | 0.20% | Add +62.5% | 3,844 | $387K |
| GeoWealth Management, LLC | 0.01% | Reduce -17.2% | 3,787 | $381K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Add +6.2% | 3,774 | $380K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -84.0% | 3,759 | $379K |
| Perennial Investment Advisors, LLC | 0.03% | Add +12.8% | 3,701 | $373K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,698 | $372K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -90.8% | 3,643 | $367K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 3,636 | $366K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -75.6% | 3,595 | $362K |
| Strathmore Capital Advisors, Inc. | 0.10% | Add +25.3% | 3,543 | $358K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,525 | $355K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,488 | $351K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 3,472 | $350K |
| Balefire, LLC | 0.06% | New | 3,408 | $343K |
| Lockerman Financial Group, Inc. | 0.62% | Add +58.1% | 3,400 | $342K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.1% | 3,389 | $341K |
| Raleigh Capital Management Inc. | 0.12% | Reduce -2.3% | 3,358 | $338K |
| Kickstand Ventures, Llc. | 0.07% | Add +2.5% | 3,349 | $337K |
| Semus Wealth Partners LLC | 0.19% | Add +13.4% | 3,321 | $334K |
| Empirical Asset Management, LLC | 0.09% | Add +31.6% | 3,355 | $332K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -31.2% | 3,287 | $331K |
| Charles Schwab Trust Co | 0.02% | No change | 3,227 | $325K |
| RCS Financial Planning, LLC | 0.17% | Reduce -84.7% | 3,220 | $324K |
| Vantage Point Financial LLC | 0.11% | Reduce -42.7% | 3,205 | $323K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +30.8% | 3,193 | $322K |
| Montecito Bank & Trust | 0.05% | Add +44.5% | 3,165 | $319K |
| GWN Securities Inc. | 0.06% | Add +11.8% | 3,151 | $317K |
| Cooper Financial Group | 0.03% | New | 3,138 | $316K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 3,130 | $315K |
| Kane Co Wealth Management, Inc. | 0.27% | New | 3,120 | $314K |
| Quartz Partners, LLC | 0.12% | New | 3,055 | $308K |
| Phillip James Consulting Co. | 0.23% | New | 2,150 | $306K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.7% | 3,032 | $305K |
| Wells Financial Advisors INC | 1.39% | Reduce -67.4% | 3,026 | $305K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -1.2% | 2,982 | $300K |
| Barings LLC | 0.01% | Reduce -62.9% | 2,963 | $298K |
| Blair William & Co. | 0.00% | Add +296.1% | 2,951 | $297K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -14.2% | 2,943 | $296K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -7.5% | 2,928 | $295K |
| StoneX Group Inc. | 0.02% | Add +2.4% | 2,924 | $295K |
| Cassilly Financial Group LLC | 0.25% | Add +21.1% | 2,884 | $290K |
| Ade, LLC | 0.13% | Add +1.3% | 2,792 | $281K |
| AQR Capital Management | 0.00% | Add +4.6% | 2,788 | $281K |
| One Day In July LLC | 0.02% | Reduce -7.7% | 2,782 | $280K |
| Aegis Wealth Management, Inc. | 0.22% | Reduce -32.9% | 2,778 | $280K |
| RDA Financial Network | 0.07% | Reduce -40.9% | 2,763 | $278K |
| Midwest Professional Planners, LTD. | 0.07% | Add +4.8% | 2,742 | $276K |
| Archer Investment Management, LLC | 0.11% | Reduce -62.8% | 2,662 | $268K |
| OneAscent Financial Services LLC | 0.01% | Add +18.4% | 2,648 | $267K |
| Keystone Financial Group | 0.02% | New | 2,638 | $266K |
| Aptus Capital Advisors, LLC | 0.00% | Add +36.4% | 2,633 | $265K |
| Stablepoint Partners, LLC | 0.04% | New | 2,628 | $265K |
| TBH Global Asset Management, LLC | 0.05% | Reduce -76.5% | 2,606 | $262K |
| Pacific Excel Wealth Advisors, Inc. | 0.27% | New | 2,588 | $261K |
| WNY Asset Management, LLC | 0.03% | — | 2,576 | $259K |
| MCF Advisors LLC | 0.01% | No change | 2,567 | $259K |
| XY Planning Network, Inc. | 0.04% | Reduce -3.7% | 2,576 | $258K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -11.0% | 2,524 | $254K |
| Annex Advisory Services, LLC | 0.00% | Reduce -25.4% | 2,523 | $254K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +21.9% | 2,512 | $253K |
| GenTrust, LLC | 0.01% | Reduce -2.5% | 2,507 | $253K |
| Axim Planning & Wealth | 0.30% | Reduce -31.3% | 2,481 | $250K |
| Asempa Wealth Advisors | 0.22% | Reduce -5.9% | 2,489 | $249K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,476 | $249K |
| James Investment Research, Inc. | 0.03% | No change | 2,453 | $247K |
| Brookwood Investment Group LLC | 0.03% | Reduce -14.2% | 2,451 | $247K |
| Rossby Financial, LCC | 0.05% | Add +6.5% | 2,447 | $245K |
| Calton & Associates, Inc. | 0.04% | New | 2,432 | $245K |
| Moment Partners, LLC | 0.04% | New | 2,432 | $245K |
| Paladin Partners, LLC | 0.17% | No change | 2,409 | $243K |
| Arrien Investments, Inc. | 0.13% | Reduce -15.8% | 2,396 | $241K |
| BDFS Capital LLC | 0.11% | Add +13.3% | 2,371 | $239K |
| Frisch Financial Group, Inc. | 0.05% | New | 2,337 | $235K |
| Town Capital LLC | 0.19% | Reduce -52.5% | 2,336 | $235K |
| Hengehold Capital Management LLC | 0.02% | Reduce -1.5% | 2,273 | $229K |
| Sowell Financial Services LLC | 0.01% | Reduce -18.9% | 2,257 | $227K |
| Maia Wealth LLC | 0.04% | Reduce -8.8% | 2,248 | $226K |
| Demars Financial Group, LLC | 0.07% | New | 2,237 | $225K |
| Kelly Financial Group LLC | 0.06% | Add +3.1% | 2,218 | $223K |
| John W. Brooker & Co., CPAs | 0.35% | New | 2,217 | $223K |
| D L Carlson Investment Group Inc. | 0.04% | Reduce -42.6% | 2,215 | $223K |
| Moors & Cabot, Inc. | 0.01% | New | 2,183 | $220K |
| Entelevest, LLC | 0.22% | Reduce -37.4% | 2,157 | $217K |
| EJMK Ventures LLC | 0.12% | Reduce -14.7% | 2,125 | $214K |
| Glenview Trust Co | 0.00% | New | 2,118 | $213K |
| Stirlingshire Investments, Inc. | 0.18% | Reduce -42.6% | 2,081 | $210K |
| Cahill Financial Advisors Inc. | 0.02% | New | 2,080 | $209K |
| Signet Private Wealth LLC | 0.20% | No change | 2,066 | $208K |
| Investor's Fiduciary Advisor Network, LLC | 0.06% | Reduce -72.8% | 2,064 | $207K |
| Evergreen Capital Management LLC | 0.00% | No change | 2,053 | $207K |
| Prosperity Consulting Group, LLC | 0.01% | New | 2,046 | $206K |
| Beverly Hills Private Wealth, LLC | 0.03% | Add +0.3% | 1,991 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.9% | 1,915 | $193K |
| Pflug Koory, LLC | 0.08% | No change | 1,820 | $183K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +132.9% | 1,770 | $178K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,766 | $178K |
| UMB Bank, n.a. | 0.00% | Reduce -13.2% | 1,630 | $164K |
| New Republic Capital, LLC | 0.06% | Add +5.2% | 1,630 | $164K |
| Capital Advisor Network LLC | 0.23% | — | 1,610 | $162K |
| National Bank of Canada | 0.00% | Reduce -3.8% | 1,461 | $147K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -99.9% | 1,401 | $141K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,376 | $139K |
| First Horizon Corp. | 0.01% | Reduce -28.4% | 1,275 | $128K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.9% | 1,204 | $121K |
| International Assets Investment Management, LLC | 0.01% | Add +14.2% | 1,163 | $117K |
| Arlington Trust Co LLC | 0.01% | No change | 1,150 | $116K |
| Park Place Capital Corp | 0.02% | Add +8.4% | 1,089 | $110K |
| Creative Financial Designs Inc. | 0.01% | Reduce -37.1% | 1,055 | $106K |
| Opal Wealth Advisors, LLC | 0.02% | New | 993 | $100K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -93.4% | 950 | $96K |
| Tidemark, LLC | 0.02% | Reduce -53.9% | 920 | $93K |
| Tsfg, LLC | 0.01% | Reduce -1.1% | 915 | $92K |
| Wellington Grp LLC | 0.03% | New | 869 | $88K |
| JPL Wealth Management, LLC | 0.02% | New | 815 | $82K |
| Asset Planning,Inc | 0.06% | Add +0.6% | 791 | $80K |
| Biltmore Family Office, LLC | 0.01% | No change | 785 | $79K |
| Allworth Financial LP | 0.00% | Reduce -7.7% | 777 | $78K |
| Deutsche Bank AG | 0.00% | No change | 706 | $71K |
| Ameriflex Group, Inc. | 0.03% | No change | 666 | $67K |
| Oakworth Capital, Inc. | 0.00% | No change | 636 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +31.6% | 629 | $63K |
| Signature Equity Partners, LLC | 0.03% | Reduce -16.1% | 598 | $60K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -17.4% | 559 | $56K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +19.6% | 531 | $53K |
| Clean Yield Group | 0.01% | No change | 530 | $53K |
| RMG Wealth Management LLC | 0.01% | New | 517 | $52K |
| Investors Portfolio Services LLC | 0.05% | No change | 495 | $50K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $45K |
| Mather Group, Llc. | 0.00% | New | 409 | $41K |
| Founders Financial Alliance, LLC | 0.01% | Add +131.5% | 382 | $38K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 369 | $37K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -94.3% | 366 | $37K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Reduce -5.0% | 344 | $35K |
| Larson Financial Group LLC | 0.00% | No change | 339 | $34K |
| Independence Bank of Kentucky | 0.00% | No change | 336 | $34K |
| Global Assets Advisory, LLC | 0.01% | New | 325 | $33K |
| Destiny Wealth Partners, LLC | 0.00% | New | 295 | $30K |
| Magnolia Wealth Management, LLC | 0.02% | New | 290 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +4.9% | 279 | $28K |
| Covestor Ltd | 0.02% | Add +15.6% | 282 | $28K |
| Qube Research & Technologies Ltd | 0.00% | Add +479.2% | 278 | $28K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -7.7% | 276 | $28K |
| NBT Bank, N.A. | 0.00% | Add +146.1% | 251 | $25K |
| Financial Consulate, Inc. | 0.00% | New | 246 | $25K |
| Root Financial Partners, LLC | 0.00% | Add +52.0% | 228 | $23K |
| Key Capital Management, INC | 0.01% | Reduce -12.0% | 213 | $21K |
| POM Investment Strategies, LLC | 0.02% | New | 192 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 187 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -50.4% | 186 | $19K |
| REAP Financial Group, LLC | 0.00% | No change | 178 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 160 | $16K |
| ESL Trust Services, LLC | 0.00% | No change | 160 | $16K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 160 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -36.3% | 144 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 144 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -69.3% | 137 | $14K |
| Financial Freedom, LLC | 0.01% | New | 137 | $14K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.02% | — | 55 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.8% | 134 | $13K |
| Advocate Investing Services LLC | 0.01% | New | 120 | $12K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 120 | $12K |
| Axiom Investment Management LLC | 0.01% | — | 117 | $12K |
| Investors Research Corp | 0.00% | No change | 117 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 106 | $11K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 101 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $10K |
| Chapman Financial Group, LLC | 0.01% | No change | 97 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 94 | $9K |
| Vanguard Advisers Inc. | 0.00% | — | 91 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 89 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 80 | $8K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| Bravera Wealth | 0.00% | No change | 65 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 60 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -6.8% | 55 | $6K |
| Realta Investment Advisors | 0.00% | No change | 54 | $5K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $5K |
| NorthAvenue LLC | 0.00% | No change | 45 | $5K |
| Asset Dedication, LLC | 0.00% | New | 45 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 41 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 39 | $4K |
| Advisortrust Partners, LLC | 0.00% | New | 31 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 31 | $3K |
| Strive Financial Group ,LLC | 0.00% | New | 31 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 29 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 26 | $3K |
| Archer Investment Corp | 0.00% | No change | 25 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 23 | $2K |
| Imprint Wealth LLC | 0.01% | No change | 22 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -99.6% | 18 | $2K |
| Atwood & Palmer Inc. | 0.00% | New | 17 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 13 | $1K |
| United Financial Planning Group LLC | 0.00% | No change | 10 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $705 |
| Clearstead Trust, LLC | 0.00% | No change | 5 | $504 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $504 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $504 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $302 |
| Graney & King, LLC | 0.00% | New | 2 | $201 |
| Holos Integrated Wealth LLC | 0.00% | New | 2 | $201 |
| Lodestone Wealth Management LLC | 0.00% | No change | 1 | $113 |
"% of holder's portfolio" is TLH's weight in each manager's 13F, not the share of iShares 10-20 Year Treasury the manager owns.