iShares 20+ Year Treasury BDTLTETF
13F holders, Q2 2025 (June 30)1,107holders −78
110new positions
192sold out
7famous investors
$88.24avg. 13F price*
At the end of Q2 2025, 1,107 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 78 from Q1 2025. 110 opened new positions and 192 sold out. The largest holders were Bank of America Corp. ($5.4B), Northwestern Mutual Wealth Management Co. ($3.6B) and Rafferty Asset Management, LLC ($3.5B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $371.5M |
| Exits | 192 | $1.1B |
All 13F filers, Q1 2025 → Q2 2025: 33,934,023 shares bought and 88,569,598 shares sold, net −54,635,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,107 holders
| Bank of America Corp. | 0.44% | Reduce -34.1% | 61,152,325 | $5.4B |
| Northwestern Mutual Wealth Management Co. | 2.61% | Add +6.6% | 40,525,707 | $3.6B |
| Rafferty Asset Management, LLC | 11.54% | Reduce -5.4% | 39,633,839 | $3.5B |
| Citigroup Inc. | 1.51% | Reduce -11.1% | 24,508,859 | $2.2B |
| Susquehanna International Group, LLP | 2.56% | Reduce -10.3% | 18,995,495 | $1.7B |
| BlackRock, Inc. | 0.03% | Add +3.2% | 18,410,000 | $1.6B |
| Bank of Montreal | 0.73% | Add +42.0% | 16,196,886 | $1.4B |
| Morgan Stanley | 0.07% | Reduce -32.5% | 12,738,761 | $1.1B |
| UBS Group AG | 0.21% | Reduce -2.7% | 11,304,049 | $997.6M |
| JPMorgan Chase & Co. | 0.05% | Add +84.9% | 7,909,435 | $698.0M |
| Jane Street Group, LLC | 1.12% | Add +50.4% | 7,765,673 | $685.3M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -13.3% | 6,129,729 | $540.9M |
| FMR LLC | 0.03% | Reduce -31.1% | 5,224,834 | $461.1M |
| LPL Financial LLC | 0.14% | Add +7.6% | 4,711,145 | $415.8M |
| Wells Fargo & Company | 0.08% | Reduce -7.0% | 4,168,015 | $367.8M |
| Nan Shan Life Insurance Co., Ltd. | 7.84% | No change | 3,997,680 | $352.8M |
| Mackenzie Financial Corp. | 0.42% | Reduce -1.3% | 3,683,500 | $325.1M |
| Harvest Portfolios Group Inc. | 7.19% | Reduce -3.8% | 3,502,299 | $309.1M |
| Ameriprise Financial Inc. | 0.07% | Reduce -2.6% | 3,137,572 | $276.9M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -47.4% | 2,911,451 | $256.9M |
| Alliancebernstein L.P. | 0.08% | Add +2.3% | 2,814,624 | $248.4M |
| Old Mission Capital LLC | 6.36% | Add +11606.2% | 2,703,664 | $238.6M |
| HSBC Holdings PLC | 0.15% | Add +74.0% | 2,702,281 | $238.4M |
| Hantz Financial Services, Inc. | 3.81% | Add +3.3% | 2,669,542 | $235.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.82% | Reduce -1.1% | 2,655,359 | $234.3M |
| Royal Bank of Canada | 0.04% | Reduce -13.8% | 2,470,690 | $218.0M |
| CI Investments Inc. | 0.80% | Add +181.4% | 2,428,850 | $214.3M |
| Raymond James Financial Inc. | 0.07% | Reduce -17.2% | 2,384,897 | $210.5M |
| Barclays PLC | 0.08% | Reduce -60.3% | 2,303,856 | $203.3M |
| Vantagepoint Investment Advisers LLC | 18.54% | Reduce -0.3% | 2,094,441 | $184.8M |
| AIA Group Ltd | 3.70% | Add +48.3% | 1,926,186 | $170.0M |
| Stifel Financial Corp. | 0.15% | Add +9.2% | 1,768,075 | $156.0M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -7.4% | 1,634,549 | $144.2M |
| Bramshill Investments, LLC | 14.64% | Reduce -1.8% | 1,585,955 | $140.0M |
| Simplex Trading, LLC | 3.46% | Reduce -52.3% | 1,457,996 | $128.7M |
| Rockefeller Capital Management L.P. | 0.26% | Add +1.4% | 1,318,028 | $116.3M |
| Hamilton Capital Partners Inc. | 5.91% | Add +14.5% | 1,312,664 | $115.8M |
| Truist Financial Corp. | 0.17% | Reduce -4.7% | 1,274,915 | $112.5M |
| Osaic Holdings, Inc. | 0.20% | Add +33.1% | 1,246,439 | $110.7M |
| BNP Paribas Financial Markets | 0.09% | Reduce -22.2% | 1,223,238 | $108.0M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -9.8% | 1,147,454 | $101.3M |
| Two Sigma Investments, LP | 0.18% | Add +5984.5% | 1,113,822 | $98.3M |
| Money Design Co.,Ltd. | 4.63% | Reduce -17.4% | 1,063,172 | $93.8M |
| Dynasty Wealth Management, LLC | 1.58% | Add +1.6% | 1,053,007 | $92.9M |
| Nationwide Fund Advisors | 4.99% | Reduce -29.4% | 1,009,646 | $89.1M |
| Ocean Park Asset Management, LLC | 3.06% | No change | 948,054 | $86.3M |
| US Bancorp \de | 0.11% | Reduce -40.7% | 948,805 | $83.7M |
| Ally Financial Inc. | 8.70% | No change | 873,000 | $77.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -2.0% | 824,708 | $72.8M |
| HighTower Advisors, LLC | 0.09% | Reduce -12.6% | 814,302 | $71.9M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +28.7% | 808,479 | $71.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +14.0% | 797,827 | $70.4M |
| WestEnd Advisors, LLC | 1.73% | Reduce -9.3% | 788,523 | $69.6M |
| Disciplina Capital Management LLC | 8.16% | Add +9.2% | 731,687 | $64.6M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -29.7% | 726,332 | $64.1M |
| AlTi Global, Inc. | 1.56% | Reduce -4.8% | 711,546 | $62.1M |
| Marshall Wace, LLP | 0.07% | Add +223.9% | 688,592 | $60.8M |
| Quotient Wealth Partners, LLC | 1.76% | Add +9.5% | 676,939 | $59.7M |
| Optiver Holding B.V. | 1.47% | Reduce -27.5% | 617,216 | $54.5M |
| Cetera Investment Advisers | 0.09% | Reduce -10.8% | 611,507 | $54.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 589,040 | $52.0M |
| Privium Fund Management (UK) Ltd | 33.05% | New | 589,040 | $51.6M |
| Himension Capital (singapore) Pte. LTD. | 4.01% | Reduce -22.8% | 582,149 | $51.4M |
| TD Private Client Wealth LLC | 1.21% | Add +5.4% | 559,551 | $49.4M |
| Millennium Management | 0.04% | Add +84.0% | 528,562 | $46.6M |
| Concurrent Investment Advisors, LLC | 0.90% | Add +26.1% | 523,846 | $46.2M |
| Prudential PLC | 0.28% | Add +103.1% | 510,750 | $45.1M |
| Summit Financial, LLC | 0.99% | Add +60.3% | 498,086 | $44.0M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -45.5% | 494,047 | $43.6M |
| U.S. Capital Wealth Advisors, LLC | 1.25% | Reduce -8.0% | 485,040 | $42.8M |
| Cadence Wealth Management LLC | 27.93% | Add +11.6% | 478,488 | $42.2M |
| IHT Wealth Management, LLC | 1.15% | Add +8.0% | 472,038 | $41.7M |
| Townsend & Associates, Inc | 4.13% | Add +6.9% | 481,689 | $41.6M |
| Parallax Volatility Advisers, L.P. | 1.98% | New | 457,767 | $40.4M |
| MML Investors Services, LLC | 0.11% | Reduce -6.5% | 451,155 | $39.8M |
| Moore Capital Management, LP | 0.85% | Reduce -37.6% | 446,976 | $39.4M |
| Horizon Investments, LLC | 0.61% | Add +163.9% | 437,807 | $38.3M |
| Rock Creek Group LLC | 4.35% | Reduce -61.5% | 420,511 | $37.1M |
| Vestmark Advisory Solutions, Inc. | 0.52% | Add +203.5% | 409,349 | $36.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.32% | Add +5.3% | 405,560 | $35.7M |
| WS Management LLLP | 6.12% | Reduce -1.1% | 397,500 | $35.1M |
| BCM Advisors, LLC | 7.39% | Add +0.4% | 397,373 | $34.7M |
| Bell Investment Advisors, Inc | 5.87% | Add +5.8% | 386,890 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -24.3% | 374,990 | $33.1M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -9.7% | 360,107 | $31.8M |
| Nearwater Capital Markets, Ltd | 0.51% | Add +140.0% | 360,000 | $31.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.52% | Add +1.5% | 358,426 | $31.6M |
| Capitolis Liquid Global Markets LLC | 0.23% | Add +23.7% | 355,890 | $31.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.6% | 340,038 | $30.0M |
| Private Advisor Group, LLC | 0.16% | Add +48.7% | 335,047 | $29.6M |
| New Harbor Financial Group, LLC | 6.59% | Add +6.2% | 325,213 | $28.7M |
| Marex Group Ltd | 0.54% | Add +0.1% | 323,349 | $28.5M |
| Insight Wealth Strategies, LLC | 3.38% | Add +0.9% | 303,716 | $26.8M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -13.7% | 302,012 | $26.7M |
| Verition Fund Management LLC | 0.15% | Add +630.9% | 287,201 | $25.3M |
| Krilogy Financial LLC | 1.44% | Add +5.7% | 284,791 | $25.1M |
| Affinity Wealth Management LLC | 3.98% | New | 282,091 | $24.9M |
| Flow Traders U.S. LLC | 0.92% | Add +67.0% | 281,699 | $24.9M |
| Cibc World Market Inc. | 0.06% | Add +9.2% | 281,645 | $24.9M |
| GM Advisory Group, LLC | 1.23% | Reduce -2.1% | 281,337 | $24.8M |
| Maxi Investments CY Ltd | 4.12% | New | 280,950 | $24.8M |
| Cullen/Frost Bankers, Inc. | 0.31% | Reduce -36.7% | 280,436 | $24.7M |
| Gould Asset Management LLC | 4.77% | Add +9.8% | 276,149 | $24.4M |
| State Street Corp. | 0.00% | Add +110.4% | 275,824 | $24.3M |
| Northwest Bancshares, Inc. | 4.24% | Add +2.2% | 275,692 | $24.3M |
| SBI Securities Co., Ltd. | 0.68% | Reduce -3.5% | 268,183 | $23.7M |
| Westwood Holdings Group Inc. | 0.17% | Reduce -0.6% | 267,940 | $23.6M |
| Banco Santander, S.A. | 0.22% | Add +288.8% | 266,426 | $23.5M |
| Foundations Investment Advisors, LLC | 0.37% | Add +10.2% | 263,198 | $23.2M |
| Journey Strategic Wealth LLC | 0.74% | Add +6.9% | 260,020 | $22.9M |
| Federation des caisses Desjardins du Quebec | 0.10% | Reduce -14.9% | 255,517 | $22.5M |
| Insight 2811, Inc. | 10.62% | Add +4.0% | 254,152 | $22.4M |
| Scopus Asset Management, L.P. | 0.58% | Reduce -1.4% | 246,549 | $21.8M |
| Mariner, LLC | 0.03% | Reduce -18.2% | 240,216 | $21.2M |
| Tiaa Trust, National Association | 0.06% | Reduce -43.9% | 239,271 | $21.1M |
| IFP Advisors, Inc | 0.57% | Add +369.4% | 225,893 | $19.9M |
| RD Finance Ltd | 25.75% | Add +3.2% | 223,320 | $19.7M |
| Royal Fund Management, LLC | 2.09% | Add +561.8% | 222,300 | $19.6M |
| Kestra Private Wealth Services, LLC | 0.28% | Add +13.1% | 220,884 | $19.5M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -18.6% | 220,157 | $19.4M |
| NewEdge Advisors, LLC | 0.10% | Add +6.4% | 220,005 | $19.4M |
| Cerity Partners OCIO LLC | 1.06% | Add +4.9% | 216,603 | $19.1M |
| Willis Johnson & Associates, Inc. | 1.30% | Add +5.8% | 216,593 | $19.1M |
| Assetmark, Inc. | 0.05% | Reduce -87.1% | 216,422 | $19.1M |
| Northern Trust Corp. | 0.00% | Add +4.1% | 216,335 | $19.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.34% | Add +0.8% | 214,765 | $19.0M |
| Trilogy Capital Inc. | 0.92% | New | 214,285 | $18.9M |
| Osborne Partners Capital Management, LLC | 1.00% | Add +4.7% | 214,168 | $18.9M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -2.7% | 212,969 | $18.8M |
| Stansberry Asset Management, LLC | 2.17% | New | 212,783 | $18.8M |
| BOS Asset Management, LLC | 5.90% | Reduce -4.1% | 208,661 | $18.4M |
| &partners | 0.14% | Add +18.9% | 200,340 | $17.6M |
| Evoke Wealth, LLC | 0.41% | Reduce -20.0% | 199,392 | $17.6M |
| PEAK6 LLC | 0.59% | Add +16.3% | 196,041 | $17.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +11.3% | 195,152 | $17.2M |
| Advisory Services Network, LLC | 0.28% | Add +58.0% | 197,376 | $17.2M |
| Farther Finance Advisors, LLC | 0.34% | Add +107.2% | 190,198 | $16.8M |
| IMC-Chicago, LLC | 0.42% | Reduce -76.8% | 188,428 | $16.6M |
| Centaurus Financial, Inc. | 0.97% | Add +4.8% | 187,881 | $16.6M |
| SlateStone Wealth, LLC | 1.54% | Reduce -5.8% | 186,099 | $16.4M |
| Custos Family Office, LLC | 5.21% | Add +129.3% | 185,101 | $16.3M |
| Integrity Alliance, Llc. | 0.89% | Reduce -33.0% | 184,669 | $16.3M |
| Exencial Wealth Advisors, LLC | 0.57% | Add +1.1% | 182,200 | $16.1M |
| HRT Financial LP | 0.07% | New | 181,413 | $16.0M |
| Oliver Lagore Vanvalin Investment Group | 6.19% | — | 173,296 | $15.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 4.81% | Add +25.6% | 174,391 | $15.4M |
| Benjamin Edwards Inc. | 0.20% | Add +49.4% | 174,098 | $15.4M |
| Quaker Wealth Management, LLC | 5.14% | — | 173,786 | $15.3M |
| National Bank of Canada | 0.02% | Add +190.1% | 169,161 | $14.9M |
| Man Group plc | 0.03% | Add +2690.8% | 167,922 | $14.8M |
| Brookstone Capital Management | 0.19% | Reduce -5.1% | 167,475 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.7% | 169,555 | $14.7M |
| Jones Financial Companies LLLP | 0.01% | Add +34.2% | 166,919 | $14.6M |
| Simplicity Wealth,LLC | 0.59% | Add +1169.1% | 161,760 | $14.3M |
| Greenup Street Wealth Management LLC | 2.46% | Reduce -3.7% | 160,048 | $14.1M |
| Prospera Financial Services Inc | 0.26% | Reduce -7.5% | 159,362 | $14.1M |
| Sicart Associates LLC | 4.86% | Reduce -6.2% | 157,434 | $13.9M |
| Granite Bay Wealth Management, LLC | 4.41% | Add +16.9% | 155,642 | $13.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -23.8% | 154,776 | $13.7M |
| West Family Investments, Inc. | 3.53% | Add +11.4% | 122,410 | $13.5M |
| ExodusPoint Capital Management, LP | 0.16% | Add +76.3% | 153,064 | $13.5M |
| Atria Investments, Inc | 0.16% | Add +7.2% | 152,695 | $13.5M |
| Occidental Asset Management, LLC | 1.84% | Add +5008.9% | 150,816 | $13.3M |
| Cwm, LLC | 0.05% | Reduce -13.9% | 148,806 | $13.1M |
| FORM Wealth Advisors, LLC | 1.59% | Add +48.5% | 148,747 | $13.1M |
| Cadent Capital Advisors, LLC | 4.18% | Reduce -0.8% | 144,735 | $12.8M |
| Clarity Financial LLC | 1.36% | Add +4.5% | 143,596 | $12.7M |
| Perennial Investment Advisors, LLC | 1.21% | Add +78.9% | 141,264 | $12.5M |
| Avos Capital Management, LLC | 7.01% | Add +42.6% | 139,361 | $12.3M |
| Wealth Management Associates, Inc. | 4.76% | Add +1.2% | 138,561 | $12.2M |
| Fisher Asset Management | 0.00% | Reduce -13.2% | 138,125 | $12.2M |
| Granby Capital Management, LLC | 6.80% | No change | 138,000 | $12.2M |
| Quinn Opportunity Partners LLC | 1.05% | Reduce -47.1% | 138,000 | $12.2M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +23.4% | 137,340 | $12.1M |
| Tudor Investment Corporation | 0.09% | New | 135,436 | $12.0M |
| Dakota Wealth Management | 0.25% | Add +36.9% | 133,239 | $11.8M |
| Cultivar Capital, Inc. | 8.42% | Add +3.5% | 132,028 | $11.7M |
| Venture Visionary Partners LLC | 0.43% | Add +2.2% | 130,491 | $11.5M |
| Horst & Graben Wealth Management LLC | 1.89% | Add +12.8% | 129,633 | $11.4M |
| Amundi | 0.00% | No change | 128,100 | $11.2M |
| Penserra Capital Management LLC | 0.15% | New | 124,714 | $11.0M |
| One Day In July LLC | 0.99% | Add +19.4% | 124,383 | $11.0M |
| Fund Evaluation Group, LLC | 0.42% | Reduce -0.7% | 123,166 | $10.9M |
| Adapt Wealth Advisors, LLC | 4.86% | Add +3.3% | 123,095 | $10.9M |
| Corient Private Wealth LP | 0.01% | Reduce -48.6% | 123,047 | $10.9M |
| Richard W. Paul & Associates, LLC | 3.88% | Add +5.7% | 121,594 | $10.7M |
| Equitable Holdings, Inc. | 0.09% | Reduce -0.1% | 120,653 | $10.6M |
| Capula Management Ltd | 0.13% | Reduce -28.9% | 120,353 | $10.6M |
| ShoreHaven Wealth Partners, LLC | 4.26% | Add +38.5% | 117,926 | $10.4M |
| Quadrant Private Wealth Management, LLC | 2.15% | Add +34.1% | 117,354 | $10.4M |
| Persium Advisors, LLC | 8.48% | Add +10.3% | 116,022 | $10.2M |
| Kingsview Wealth Management, LLC | 0.17% | Add +5.5% | 113,001 | $10.0M |
| Retirement Financial Solutions, LLC | 3.48% | Add +0.7% | 112,012 | $9.9M |
| Schroder Investment Management Group | 0.01% | Reduce -76.5% | 112,669 | $9.8M |
| Security Benefit Life Insurance Co. | 4.69% | Add +22.2% | 110,000 | $9.7M |
| AE Wealth Management LLC | 0.07% | Reduce -20.7% | 109,838 | $9.7M |
| Arlington Capital Management, Inc. | 8.42% | Reduce -38.0% | 109,814 | $9.7M |
| FPC Investment Advisory, Inc. | 6.02% | Add +2.5% | 110,236 | $9.6M |
| Sfmg, LLC | 0.72% | Reduce -9.4% | 108,828 | $9.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +7.5% | 108,218 | $9.6M |
| First Horizon Advisors, Inc. | 0.25% | Reduce -6.5% | 107,784 | $9.5M |
| Sharkey, Howes & Javer | 1.27% | Add +89.9% | 107,359 | $9.5M |
| Lido Advisors, LLC | 0.05% | Add +13.7% | 107,351 | $9.5M |
| Alerus Financial NA | 0.68% | Add +4.8% | 106,205 | $9.4M |
| High Note Wealth, LLC | 2.14% | Reduce -40.2% | 106,133 | $9.4M |
| Wealthfront Advisers LLC | 0.02% | Add +15.0% | 105,965 | $9.4M |
| Sovran Advisors, LLC | 0.98% | Reduce -2.0% | 108,628 | $9.3M |
| Compound Planning, Inc. | 0.35% | Add +7.2% | 104,742 | $9.2M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -1.3% | 104,715 | $9.2M |
| Braun-Bostich & Associates Inc. | 6.29% | Add +26.8% | 104,442 | $9.2M |
| Axxcess Wealth Management, LLC | 0.22% | Add +26.8% | 104,184 | $9.2M |
| Perigon Wealth Management, LLC | 0.21% | Reduce -8.8% | 103,910 | $9.2M |
| Heartwood Wealth Advisors LLC | 0.95% | Add +0.7% | 103,444 | $9.1M |
| Klaas Financial Asset Advisors, LLC | 1.44% | Add +2.6% | 102,919 | $9.1M |
| Encompass More Asset Management | 2.11% | Reduce -27.7% | 102,279 | $9.0M |
| Paloma Partners Management Co | 3.80% | Reduce -35.9% | 100,000 | $8.8M |
| Gladstone Institutional Advisory LLC | 0.36% | Reduce -22.3% | 99,452 | $8.8M |
| First National Corp. /Ma/ | 1.71% | Reduce -40.7% | 96,221 | $8.5M |
| Basswood Capital Management, L.L.C. | 0.42% | No change | 96,154 | $8.5M |
| Hudson Bay Capital Management LP | 0.06% | Reduce -62.5% | 95,438 | $8.4M |
| Timelo Investment Management Inc. | 28.96% | Add +5.6% | 95,000 | $8.4M |
| Mutual Advisors, LLC | 0.21% | Reduce -5.7% | 96,551 | $8.3M |
| Castleark Management LLC | 0.25% | Reduce -72.3% | 94,540 | $8.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -26.0% | 94,139 | $8.3M |
| Stephens Inc. | 0.11% | Reduce -7.3% | 93,633 | $8.3M |
| Full Sail Capital, LLC | 0.48% | Add +4.8% | 93,501 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -87.0% | 93,588 | $8.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -42.4% | 91,916 | $8.1M |
| Fifth Third Bancorp | 0.03% | Add +18.7% | 91,692 | $8.1M |
| Cassaday & Co Wealth Management LLC | 0.20% | Reduce -77.5% | 91,079 | $8.0M |
| Freedom Investment Management, Inc. | 0.64% | Add +23.7% | 90,316 | $8.0M |
| Christopher J. Hasenberg, Inc | 2.96% | New | 90,123 | $8.0M |
| Citizens Financial Group Inc. | 0.13% | Reduce -12.6% | 88,782 | $7.8M |
| Archer Investment Management, LLC | 5.61% | Add +12.2% | 87,589 | $7.7M |
| Comerica Bank | 0.03% | Reduce -23.2% | 87,324 | $7.7M |
| Checchi Capital Advisers, LLC | 0.53% | Reduce -43.1% | 86,418 | $7.6M |
| Arvest Investments, Inc. | 1.13% | Reduce -0.7% | 85,211 | $7.5M |
| Spire Wealth Management | 0.27% | Reduce -32.5% | 84,208 | $7.4M |
| Northeast Financial Group, Inc. | 2.35% | Add +8.4% | 84,190 | $7.4M |
| Creative Planning | 0.01% | Reduce -17.6% | 83,320 | $7.4M |
| Heck Capital Advisors, LLC | 0.63% | Add +3.6% | 82,764 | $7.3M |
| DAVENPORT & Co LLC | 0.04% | Reduce -4.7% | 81,161 | $7.2M |
| U S Wealth Group, Llc. | 5.57% | Reduce -9.1% | 80,993 | $7.1M |
| Canandaigua National Bank & Trust Co. | 0.66% | Reduce -2.1% | 80,955 | $7.1M |
| Prelude Capital Management, LLC | 0.69% | Add +633.8% | 80,200 | $7.1M |
| Interactive Financial Advisors, Inc. | 3.45% | Add +11.4% | 80,185 | $7.1M |
| Bay Rivers Group | 3.23% | Reduce -0.7% | 79,944 | $7.1M |
| Sierra Ocean, LLC | 5.08% | Add +3.9% | 79,868 | $7.0M |
| Sagespring Wealth Partners, LLC | 0.15% | Reduce -78.3% | 78,726 | $6.9M |
| First Trust Advisors LP | 0.01% | Reduce -0.6% | 78,265 | $6.9M |
| New York Life Investment Management LLC | 0.06% | Add +16.2% | 77,583 | $6.8M |
| Commonwealth Financial Services, LLC | 1.31% | New | 77,116 | $6.8M |
| Birchbrook, Inc. | 3.65% | Add +0.7% | 77,083 | $6.8M |
| Park Avenue Securities LLC | 0.06% | New | 76,957 | $6.8M |
| Waverly Advisors, LLC | 0.07% | Reduce -2.4% | 76,135 | $6.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -53.8% | 76,105 | $6.7M |
| Betterment LLC | 0.01% | Add +4.5% | 74,564 | $6.6M |
| Sowell Financial Services LLC | 0.27% | Add +45.9% | 74,449 | $6.6M |
| Captrust Financial Advisors | 0.01% | Reduce -16.6% | 74,152 | $6.5M |
| Rik Saylor Financial, Inc. | 5.02% | Reduce -0.9% | 73,895 | $6.5M |
| Sig Brokerage, LP | 1.79% | Add +63.9% | 73,695 | $6.5M |
| Foster & Motley Inc. | 0.37% | Reduce -4.6% | 73,462 | $6.5M |
| Natixis | 0.03% | Reduce -15.5% | 73,318 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -51.3% | 73,185 | $6.5M |
| Fermata Advisors, LLC | 1.72% | Add +5.3% | 72,817 | $6.4M |
| Signal Advisors Wealth, LLC | 0.50% | Reduce -44.5% | 72,764 | $6.4M |
| V2 Financial group LLC | 3.87% | Reduce -1.4% | 72,660 | $6.4M |
| Smith Salley Wealth Management | 0.36% | Add +1.1% | 70,948 | $6.3M |
| Bulltick Wealth Management, LLC | 1.54% | Add +48.6% | 70,889 | $6.3M |
| Pallas Capital Advisors LLC | 0.23% | Add +5.5% | 69,683 | $6.1M |
| Measured Wealth Private Client Group, LLC | 1.83% | Add +1.8% | 69,290 | $6.1M |
| Focus Partners Wealth | 0.01% | Reduce -58.3% | 69,214 | $6.1M |
| Leo Wealth, LLC | 0.47% | Add +131.0% | 68,657 | $6.1M |
| Afg Fiduciary Services Limited Partnership | 3.87% | Reduce -0.2% | 68,150 | $6.0M |
| Foguth Wealth Management, LLC. | 1.28% | Reduce -42.8% | 67,890 | $6.0M |
| Global Wealth Strategies & Associates | 1.71% | Add +2.7% | 67,719 | $6.0M |
| Greenberg Financial Group | 2.24% | Add +0.7% | 69,024 | $6.0M |
| Centerline Wealth Advisors, LLC | 2.91% | Add +22.6% | 67,159 | $5.9M |
| Rothschild Investment LLC | 0.37% | Add +1517.3% | 66,471 | $5.9M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -47.6% | 66,158 | $5.8M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -82.3% | 65,500 | $5.8M |
| Navellier & Associates Inc. | 0.72% | Reduce -14.8% | 65,443 | $5.8M |
| LifeWealth Investments, LLC | 2.09% | Add +28.1% | 65,200 | $5.8M |
| Kiker Wealth Management, LLC | 3.24% | Add +9.1% | 65,084 | $5.7M |
| PSI Advisors, LLC | 2.86% | Add +2.3% | 65,059 | $5.7M |
| ODonnell Financial Services, LLC | 2.20% | Add +1.6% | 64,836 | $5.7M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +200.1% | 64,753 | $5.7M |
| Atlas Private Wealth Advisors | 0.73% | Reduce -0.7% | 64,093 | $5.7M |
| CWC Advisors, LLC. | 2.92% | Add +2.0% | 64,003 | $5.6M |
| Berkeley Capital Partners, LLC | 1.42% | Add +6.3% | 63,593 | $5.6M |
| Marathon Trading Investment Management LLC | 3.43% | New | 63,469 | $5.6M |
| Amitell Capital Pte Ltd | 3.12% | No change | 63,000 | $5.6M |
| Savoie Capital LLC | 0.69% | Reduce -66.2% | 63,000 | $5.6M |
| Brookwood Investment Group LLC | 0.89% | Reduce -19.4% | 62,483 | $5.5M |
| NBT Bank, N.A. | 0.38% | Add +2.8% | 62,329 | $5.5M |
| Alternative Investment Advisors, LLC. | 2.71% | Reduce -5.2% | 61,856 | $5.5M |
| Kaydan Wealth Management, Inc. | 1.76% | Reduce -78.9% | 60,959 | $5.4M |
| TD Asset Management Inc | 0.00% | Reduce -51.9% | 60,367 | $5.3M |
| Tiller Private Wealth, Inc. | 2.02% | Reduce -6.7% | 60,303 | $5.3M |
| University of Illinois Foundation | 2.12% | Reduce -91.8% | 60,161 | $5.3M |
| Pinnacle Financial Partners Inc | 0.11% | Reduce -47.0% | 59,415 | $5.2M |
| Summit X, LLC | 0.98% | Add +29.2% | 59,367 | $5.2M |
| CreativeOne Wealth, LLC | 0.14% | Add +4.5% | 58,656 | $5.2M |
| Fortis Group Advisors, LLC | 0.94% | Reduce -28.8% | 59,440 | $5.2M |
| Csenge Advisory Group | 0.27% | Add +0.3% | 59,572 | $5.1M |
| GLOBALT Investments LLC / GA | 0.20% | Reduce -11.9% | 58,225 | $5.1M |
| Navigation Wealth Management, Inc. | 7.55% | New | 58,131 | $5.1M |
| Sun Life Financial Inc. | 0.28% | New | 57,700 | $5.1M |
| Private Wealth Advisors, LLC | 1.98% | Add +7.7% | 57,295 | $5.1M |
| Refined Wealth Management | 3.46% | Add +0.2% | 57,026 | $5.0M |
| Arkadios Wealth Advisors | 0.15% | Add +22.3% | 56,952 | $5.0M |
| CMT Capital Markets Trading GmbH | 2.40% | New | 56,581 | $5.0M |
| LYNX Capital Group Ltd. | 2.40% | Add +0.0% | 56,409 | $5.0M |
| Joule Financial, LLC | 1.59% | Add +74.9% | 55,383 | $4.9M |
| Hixon Zuercher, LLC | 1.57% | Add +4.9% | 54,914 | $4.8M |
| Franklin Resources Inc. | 0.00% | Add +7.6% | 54,502 | $4.8M |
| Diversify Advisory Services, LLC | 0.18% | Add +76.3% | 55,153 | $4.8M |
| Modern Wealth Management, LLC | 0.12% | Add +3.4% | 53,733 | $4.7M |
| Milestones Private Investment Advisors LLC | 3.51% | — | 53,729 | $4.7M |
| Bank of Nova Scotia | 0.01% | Add +1026.7% | 53,633 | $4.7M |
| Sharpepoint LLC | 4.87% | Reduce -6.9% | 53,600 | $4.7M |
| LMR Partners LLP | 0.11% | New | 53,446 | $4.7M |
| Investment House LLC | 0.23% | Add +111.2% | 52,670 | $4.6M |
| Harbour Investments, Inc. | 0.12% | Reduce -12.9% | 52,457 | $4.6M |
| Americana Partners, LLC | 0.16% | Add +53.8% | 52,349 | $4.6M |
| Eley Financial Management, Inc | 1.77% | Reduce -1.6% | 52,307 | $4.6M |
| Hilltop Holdings Inc. | 0.30% | Reduce -8.7% | 52,264 | $4.6M |
| Northeast Planning Associates, Inc. / NH / | 4.22% | Reduce -3.3% | 51,941 | $4.6M |
| Aspect Partners, LLC | 2.23% | Add +16.7% | 51,297 | $4.5M |
| Wedbush Securities Inc. | 0.16% | Add +4.8% | 51,192 | $4.5M |
| Counterweight Ventures, LLC | 2.93% | Add +2.0% | 50,775 | $4.5M |
| Mechanics Bank Trust Department | 0.64% | Reduce -20.9% | 50,681 | $4.5M |
| Valtinson Bruner Financial Planning LLC | 1.40% | Reduce -10.5% | 50,603 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +188.5% | 50,210 | $4.4M |
| Shelton Wealth Management, LLC | 2.22% | Add +29.7% | 49,927 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -18.0% | 48,956 | $4.3M |
| Creative Financial Designs Inc. | 0.31% | Add +22.1% | 48,168 | $4.3M |
| Luminist Capital LLC | 4.20% | Add +16.9% | 48,030 | $4.2M |
| Boomfish Wealth Group, LLC | 2.44% | Add +1.2% | 47,803 | $4.2M |
| Dymon Asia Capital (singapore) Pte. LTD. | 2.93% | Add +1876.8% | 46,891 | $4.1M |
| Financial Advocates Investment Management | 0.33% | Add +6.8% | 46,412 | $4.1M |
| Tortoise Investment Management, LLC | 0.39% | Add +25.2% | 46,248 | $4.1M |
| Meridian Wealth Management, LLC | 0.17% | Add +2.2% | 46,145 | $4.1M |
| Confluence Investment Management LLC | 0.06% | Add +66.6% | 46,097 | $4.1M |
| Insigneo Advisory Services, LLC | 0.35% | Add +68.5% | 45,945 | $4.1M |
| Watts Gwilliam & Co., LLC | 0.66% | Reduce -14.0% | 45,350 | $4.0M |
| Compass Wealth Management, LLC | 2.16% | — | 45,719 | $4.0M |
| Sigma Planning Corp | 0.12% | Reduce -11.2% | 44,882 | $4.0M |
| Blue Investment Partners LLC | 1.38% | Add +3.2% | 44,507 | $3.9M |
| Triumph Capital Management | 1.17% | Add +50.0% | 44,180 | $3.9M |
| Tactive Advisors, LLC | 1.25% | — | 43,822 | $3.9M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +775.9% | 43,797 | $3.9M |
| Private Client Services, LLC | 1.49% | Reduce -6.9% | 43,400 | $3.8M |
| CoreCap Advisors, LLC | 0.15% | Reduce -26.8% | 43,284 | $3.8M |
| Robinson Value Management, Ltd. | 2.34% | Add +1.9% | 42,227 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -35.4% | 42,142 | $3.7M |
| Scotia Capital Inc. | 0.02% | Add +27.5% | 42,127 | $3.7M |
| Beirne Wealth Consulting Services, LLC | 1.19% | Reduce -0.4% | 41,598 | $3.7M |
| Wolverine Trading, LLC | 0.09% | Reduce -68.8% | 41,718 | $3.6M |
| Ballew Advisors, Inc | 2.15% | Add +48.8% | 41,718 | $3.6M |
| Latitude Advisors, LLC | 1.81% | Add +5.4% | 40,887 | $3.6M |
| Camarda Financial Advisors, LLC | 1.42% | Add +189.9% | 40,830 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -47.5% | 40,759 | $3.6M |
| Apollon Wealth Management, LLC | 0.07% | Add +102.9% | 40,432 | $3.6M |
| Independent Financial Group, LLC | 0.10% | Reduce -24.7% | 40,266 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +0.0% | 40,196 | $3.5M |
| James Investment Research, Inc. | 0.42% | Reduce -6.4% | 40,116 | $3.5M |
| Itau Unibanco Holding S.A. | 0.13% | Add +300.0% | 40,000 | $3.5M |
| Citadel Advisors | 0.00% | New | 39,905 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +500.9% | 39,793 | $3.5M |
| IPG Investment Advisors LLC | 0.68% | Add +1185.2% | 39,455 | $3.5M |
| Midwest Heritage Bank, FSB | 1.29% | Add +8.6% | 38,971 | $3.4M |
| GeoWealth Management, LLC | 0.13% | Reduce -11.6% | 38,513 | $3.4M |
| Rakuten Securities, Inc. | 1.33% | Add +13.7% | 38,427 | $3.4M |
| DKM Wealth Management, Inc. | 2.88% | Add +121.7% | 37,855 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +10.5% | 37,785 | $3.3M |
| Clay Northam Wealth Management, LLC | 2.13% | Reduce -2.0% | 37,736 | $3.3M |
| Verus Capital Partners, LLC | 0.29% | Add +31.5% | 36,989 | $3.3M |
| Graypoint LLC | 0.18% | Reduce -13.5% | 36,921 | $3.3M |
| WealthShield Partners, LLC | 0.39% | Add +12.1% | 36,911 | $3.3M |
| Kiley Juergens Wealth Management, LLC | 0.75% | Reduce -8.5% | 36,660 | $3.2M |
| Eq LLC | 1.26% | Reduce -16.9% | 36,645 | $3.2M |
| Intergy Private Wealth, LLC | 1.09% | Add +1.3% | 36,342 | $3.2M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -9.7% | 36,035 | $3.2M |
| XTX Topco Ltd | 0.13% | Add +8.1% | 35,958 | $3.2M |
| MA Private Wealth | 0.56% | Add +0.7% | 35,523 | $3.1M |
| HighMark Wealth Management LLC | 1.53% | New | 35,426 | $3.1M |
| WESPAC Advisors SoCal, LLC | 0.70% | Reduce -3.3% | 35,333 | $3.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +4.8% | 34,821 | $3.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Reduce -12.0% | 34,700 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +43.2% | 34,648 | $3.1M |
| Hikari Tsushin, Inc. | 0.22% | No change | 34,607 | $3.1M |
| Independent Advisor Alliance | 0.09% | Add +5.7% | 34,412 | $3.0M |
| Consilio Wealth Advisors, LLC | 1.05% | Reduce -10.3% | 33,713 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -35.8% | 32,409 | $2.9M |
| FDx Advisors, Inc. | 0.87% | Add +1.7% | 32,310 | $2.9M |
| Timber Creek Capital Management LLC | 0.72% | New | 32,170 | $2.8M |
| Toronto Dominion Bank | 0.01% | Reduce -82.3% | 32,023 | $2.8M |
| Smith & Howard Wealth Management, LLC | 0.72% | No change | 32,000 | $2.8M |
| Twin Focus Capital Partners, LLC | 0.39% | Reduce -5.4% | 31,858 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.9% | 33,349 | $2.8M |
| Aurora Private Wealth, Inc. | 2.07% | Add +0.2% | 31,726 | $2.8M |
| Argyle Capital Partners, LLC | 2.30% | Add +6.6% | 31,658 | $2.8M |
| Paces Ferry Wealth Advisors, LLC | 1.28% | Add +8.6% | 31,467 | $2.8M |
| Midwest Financial Group LLC | 1.46% | Add +1.1% | 31,448 | $2.8M |
| Heritage Wealth Management, Inc. | 2.04% | Add +3.3% | 30,551 | $2.7M |
| 4Thought Financial Group Inc. | 1.41% | Reduce -50.3% | 30,111 | $2.7M |
| Erickson Financial Group, LLC | 1.79% | Reduce -0.7% | 30,082 | $2.7M |
| Unique Wealth Strategies, LLC | 1.11% | Add +3.3% | 29,903 | $2.6M |
| Yoder Wealth Management, Inc. | 1.37% | Reduce -8.3% | 29,758 | $2.6M |
| Brown Wealth Management, LLC | 0.81% | Reduce -0.7% | 29,676 | $2.6M |
| Crabel Capital Management, LLC | 1.60% | Add +18.1% | 29,672 | $2.6M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.73% | Add +1.0% | 29,600 | $2.6M |
| Signature Wealth Management Group | 1.01% | Add +3.2% | 29,002 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -36.8% | 28,988 | $2.6M |
| AlphaQuest LLC | 0.25% | New | 28,813 | $2.5M |
| Safe Harbor Fiduciary, LLC | 2.38% | Add +17.8% | 28,809 | $2.5M |
| Cardinal Strategic Wealth Guidance | 0.73% | Add +8.5% | 28,731 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.21% | New | 28,510 | $2.5M |
| Cadinha & Co. LLC | 0.42% | Add +953.3% | 28,365 | $2.5M |
| Tru Independence Asset Management 2, LLC | 1.71% | Add +4.9% | 28,352 | $2.5M |
| GC Wealth Management RIA, LLC | 0.20% | Add +9.1% | 27,751 | $2.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.39% | Reduce -0.5% | 27,724 | $2.4M |
| CFS Investment Advisory Services, LLC | 0.20% | Add +67.6% | 27,646 | $2.4M |
| Trek Financial, LLC | 0.16% | Reduce -52.0% | 27,434 | $2.4M |
| Smart Money Group LLC | 0.75% | Reduce -16.6% | 27,269 | $2.4M |
| St. Louis Financial Planners Asset Management, LLC | 1.82% | New | 27,013 | $2.4M |
| Gotham Asset Management | 0.01% | No change | 26,703 | $2.4M |
| Lauer Wealth, LLC | 1.90% | Add +983.7% | 25,988 | $2.3M |
| K.J. Harrison & Partners Inc | 0.37% | No change | 25,470 | $2.2M |
| CPR Investments Inc. | 1.74% | Reduce -56.2% | 25,392 | $2.2M |
| WealthPlan Investment Management, LLC | 0.16% | Add +20.9% | 25,229 | $2.2M |
| Joseph P. Lucia & Associates, LLC | 0.91% | Add +21.8% | 25,146 | $2.2M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -6.0% | 25,029 | $2.2M |
| Silverlake Wealth Management LLC | 0.64% | New | 24,788 | $2.2M |
| Moser Wealth Advisors, LLC | 1.05% | Reduce -1.3% | 24,765 | $2.2M |
| Titleist Asset Management, LLC | 0.21% | Add +9.3% | 24,456 | $2.2M |
| Illumine Investment Management, LLC | 1.72% | Reduce -1.2% | 24,433 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -34.7% | 24,330 | $2.1M |
| RFG Advisory, LLC | 0.05% | Reduce -46.7% | 24,235 | $2.1M |
| Syntax Research, Inc. | 1.52% | Add +335.7% | 24,232 | $2.1M |
| Miller Financial Services LLC | 2.72% | Add +18.0% | 24,140 | $2.1M |
| Providence Capital Advisors, LLC | 0.39% | Add +3.5% | 24,130 | $2.1M |
| Integrated Advisors Network LLC | 0.09% | Reduce -7.5% | 23,800 | $2.1M |
| Yukon Wealth Management, Inc. | 0.74% | Reduce -2.5% | 23,324 | $2.1M |
| Capasso Planning Partners LLC | 1.16% | Add +19.3% | 23,297 | $2.1M |
| Formidable Asset Management, LLC | 0.34% | No change | 22,549 | $2.1M |
| Alethea Capital Management, LLC | 1.54% | No change | 23,123 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.24% | Reduce -1.4% | 22,915 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +1.1% | 22,601 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | Reduce -57.3% | 22,363 | $2.0M |
| Ridgepath Capital Management LLC | 0.91% | Reduce -66.6% | 22,332 | $2.0M |
| Intrua Financial, LLC | 0.28% | Add +35.0% | 22,282 | $2.0M |
| Dynamic Wealth Strategies, LLC | 1.40% | New | 22,079 | $1.9M |
| Keel Point, LLC | 0.13% | Reduce -2.9% | 22,015 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.52% | Reduce -1.9% | 21,875 | $1.9M |
| Mgo One Seven LLC | 0.06% | Add +142.7% | 21,860 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.9% | 21,839 | $1.9M |
| Clear Creek Financial Management, LLC | 0.18% | Reduce -18.6% | 21,784 | $1.9M |
| International Private Wealth Advisors LLC | 1.65% | Add +32.6% | 21,730 | $1.9M |
| Militia Capital Partners, LP | 0.90% | Reduce -68.1% | 21,700 | $1.9M |
| Rovin Capital /Ut/ | 0.58% | Reduce -64.4% | 21,691 | $1.9M |
| MBA Advisors LLC | 0.88% | Reduce -3.0% | 21,656 | $1.9M |
| Lake Street Private Wealth, LLC | 0.27% | Add +7.3% | 21,638 | $1.9M |
| McAdam, LLC | 0.10% | Reduce -28.5% | 21,221 | $1.9M |
| RPg Family Wealth Advisory, LLC | 0.50% | Reduce -1.7% | 21,092 | $1.9M |
| Values First Advisors, Inc. | 0.98% | Reduce -1.5% | 20,465 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | No change | 20,434 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.8% | 20,139 | $1.8M |
| Readystate Asset Management LP | 0.13% | New | 20,020 | $1.8M |
| Pacific Point Advisors, LLC | 0.96% | New | 20,000 | $1.8M |
| Pursue Wealth Partners LLC | 1.00% | Add +20.9% | 19,853 | $1.8M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -86.3% | 19,693 | $1.7M |
| Robbins Farley | 0.81% | Add +4.0% | 19,652 | $1.7M |
| KM Capital Management Ltd. | 0.85% | Reduce -48.4% | 19,629 | $1.7M |
| Christensen, King & Associates Investment Services, Inc. | 0.79% | Add +3.0% | 19,555 | $1.7M |
| Wealthspire Retirement, LLC | 0.11% | Add +44.0% | 19,508 | $1.7M |
| Hoxton Planning & Management, LLC | 0.59% | Add +15.3% | 19,209 | $1.7M |
| Redwood Wealth Management Group, LLC | 0.76% | New | 19,042 | $1.7M |
| FNY Investment Advisers, LLC | 0.73% | Add +279.9% | 18,994 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +23.9% | 18,711 | $1.7M |
| PFG Investments, LLC | 0.10% | Add +35.1% | 18,560 | $1.6M |
| PMV Capital Advisers, LLC | 3.64% | Add +5.4% | 18,507 | $1.6M |
| Spectrum Strategic Capital Management, LLC | 1.04% | Add +6.6% | 18,443 | $1.6M |
| Cavalier Investments, LLC | 0.49% | Reduce -63.3% | 18,188 | $1.6M |
| Shay Capital LLC | 0.36% | Reduce -0.1% | 18,094 | $1.6M |
| Tectonic Advisors LLC | 0.09% | Add +5.9% | 18,055 | $1.6M |
| Etesian Wealth Advisors, Inc. | 0.58% | Reduce -7.4% | 17,752 | $1.6M |
| 4WEALTH Advisors, Inc. | 1.61% | Reduce -15.3% | 17,535 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | Add +21.9% | 17,055 | $1.5M |
| Wealth Alliance, LLC | 0.17% | Add +56.0% | 17,024 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -18.5% | 16,985 | $1.5M |
| Boltwood Capital Management | 0.43% | Reduce -4.9% | 16,965 | $1.5M |
| Catalyst Private Wealth, LLC | 0.66% | Add +7.1% | 16,902 | $1.5M |
| Davies Financial Advisors, Inc. | 1.16% | New | 16,902 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -40.8% | 16,705 | $1.5M |
| Family Firm, Inc. | 0.36% | Add +25.9% | 18,338 | $1.5M |
| Biondo Investment Advisors, LLC | 0.19% | Add +5.3% | 16,563 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 16,308 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.43% | Reduce -51.1% | 16,262 | $1.4M |
| Wealthgarden F.S. LLC | 1.19% | Add +57.8% | 16,501 | $1.4M |
| Liberty Wealth Management LLC | 0.22% | New | 16,164 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -26.6% | 16,033 | $1.4M |
| Boyum Wealth Architects LLC | 1.04% | Reduce -42.0% | 15,937 | $1.4M |
| Roberts Financial Services LLC | 0.48% | Reduce -48.0% | 15,908 | $1.4M |
| Virtue Capital Management, LLC | 0.26% | Reduce -36.3% | 15,889 | $1.4M |
| Westshore Wealth, LLC | 0.54% | Reduce -15.3% | 15,869 | $1.4M |
| Western Financial Corp | 0.75% | Add +3.9% | 15,860 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.35% | Reduce -5.8% | 15,808 | $1.4M |
| Ravenstone Capital Management Inc. | 0.73% | Add +4.9% | 15,791 | $1.4M |
| Goelzer Investment Management, Inc. | 0.08% | Add +1.1% | 15,675 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.12% | Add +4.4% | 15,640 | $1.4M |
| Optimum Investment Advisors | 0.60% | Reduce -3.4% | 15,600 | $1.4M |
| MFG Wealth Management, Inc. | 1.15% | Add +30.3% | 15,521 | $1.4M |
| Everstar Asset Management, LLC | 0.83% | Add +4.6% | 15,508 | $1.4M |
| Morse Asset Management, Inc | 0.30% | Add +12.3% | 15,476 | $1.4M |
| Voya Financial Advisors, Inc. | 0.14% | Add +2.2% | 15,580 | $1.4M |
| Future You Wealth LLC | 0.74% | Add +18.9% | 15,402 | $1.4M |
| Mma Asset Management LLC | 0.52% | Reduce -14.1% | 15,303 | $1.4M |
| Patton Albertson Miller Group, LLC | 0.18% | Reduce -7.4% | 15,247 | $1.3M |
| Moneco Advisors, LLC | 0.12% | Reduce -45.1% | 15,185 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -49.3% | 15,029 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 15,000 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.7% | 14,932 | $1.3M |
| Nvwm, LLC | 0.32% | Reduce -80.2% | 14,891 | $1.3M |
| Becker Capital Management Inc. | 0.04% | Add +0.1% | 14,851 | $1.3M |
| GDS Wealth Management | 0.10% | Reduce -22.3% | 14,829 | $1.3M |
| E&G Advisors, LLC | 0.34% | Add +8.1% | 14,819 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Add +134.2% | 14,758 | $1.3M |
| Capital Square, LLC | 0.69% | Add +4.4% | 14,989 | $1.3M |
| Volterra Technologies LP | 1.73% | — | 14,494 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Reduce -83.9% | 14,476 | $1.3M |
| Matrix Trust Co | 0.20% | No change | 14,419 | $1.3M |
| Affinity Capital Advisors, LLC | 0.22% | Reduce -33.3% | 14,395 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -22.6% | 14,373 | $1.3M |
| American Assets Investment Management, LLC | 0.10% | Add +52.6% | 14,500 | $1.3M |
| Southeast Asset Advisors, LLC | 0.15% | Add +27.3% | 14,214 | $1.3M |
| Ascent Group, LLC | 0.05% | Reduce -67.9% | 14,209 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -15.1% | 14,199 | $1.3M |
| Vision Financial Markets LLC | 1.17% | Reduce -46.0% | 14,100 | $1.2M |
| RiverFront Investment Group, LLC | 0.02% | Add +19.4% | 14,050 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -28.1% | 14,047 | $1.2M |
| Tempus Wealth Planning, LLC | 0.31% | Add +75.5% | 13,933 | $1.2M |
| JT Stratford LLC | 0.19% | Add +4.7% | 13,913 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Reduce -20.1% | 13,847 | $1.2M |
| Good Life Advisors, LLC | 0.08% | Add +41.4% | 13,839 | $1.2M |
| Hollencrest Capital Management | 0.05% | Reduce -1.4% | 13,763 | $1.2M |
| Greenwich Wealth Management LLC | 0.06% | New | 13,675 | $1.2M |
| Advus Financial Partners, LLC | 0.30% | Reduce -45.5% | 13,497 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -1.4% | 13,420 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.37% | Reduce -85.6% | 13,409 | $1.2M |
| Vise Technologies, Inc. | 0.05% | — | 13,400 | $1.2M |
| Hobbs Group Advisors, LLC | 0.40% | Reduce -2.2% | 13,354 | $1.2M |
| Koshinski Asset Management, Inc. | 0.09% | No change | 13,147 | $1.2M |
| Milestone Asset Management, LLC | 0.24% | New | 13,122 | $1.2M |
| Summit Financial Consulting LLC | 1.03% | Add +2.6% | 13,006 | $1.1M |
| Continuum Advisory, LLC | 0.14% | Reduce -11.7% | 12,910 | $1.1M |
| Regal Investment Advisors LLC | 0.09% | Add +10.7% | 12,882 | $1.1M |
| Lodestar Private Asset Management LLC | 0.13% | Reduce -12.6% | 12,842 | $1.1M |
| American Alpha Advisors, LLC | 0.91% | New | 12,795 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -33.5% | 12,764 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +5.6% | 12,702 | $1.1M |
| Valtrion Capital Management, LLC | 1.33% | Add +2.5% | 12,544 | $1.1M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -31.3% | 12,521 | $1.1M |
| Omega Financial Group, LLC | 0.38% | Reduce -39.9% | 11,924 | $1.1M |
| Ehrlich Financial Group | 0.67% | Reduce -15.9% | 11,781 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -94.0% | 11,678 | $1.0M |
| Cresta Advisors, Ltd. | 0.50% | Reduce -4.6% | 11,585 | $1.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.41% | Reduce -34.3% | 11,551 | $1.0M |
| Cantor Fitzgerald, L. P. | 0.03% | New | 11,500 | $1.0M |
| Advyzon Investment Management, LLC | 0.22% | Add +71.3% | 11,427 | $1.0M |
| Ibex Wealth Advisors | 0.11% | Reduce -0.1% | 11,388 | $1.0M |
| United Asset Strategies, Inc. | 0.09% | Add +10.3% | 11,350 | $1.0M |
| Tritonpoint Wealth, LLC | 0.09% | Add +0.3% | 11,345 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.55% | Reduce -1.2% | 11,339 | $1.0M |
| Promus Capital, LLC | 0.65% | Add +9903.5% | 11,304 | $998K |
| Savvy Advisors, Inc. | 0.07% | Reduce -31.3% | 11,152 | $984K |
| Paragon Capital Management Inc. | 0.75% | Add +0.6% | 11,151 | $984K |
| Alteri Wealth LLC | 0.38% | Add +4.5% | 11,126 | $982K |
| Clear Investment Research, LLC | 1.23% | Add +3.6% | 11,072 | $977K |
| Blair William & Co. | 0.00% | Reduce -25.5% | 11,068 | $977K |
| DecisionMap Wealth Management, LLC | 0.66% | Add +8.8% | 10,960 | $967K |
| LGT Financial Advisors LLC | 2.45% | Add +12.7% | 10,954 | $967K |
| Cary Street Partners Financial LLC | 0.03% | Add +10.0% | 10,932 | $965K |
| Keybank National Association | 0.00% | Reduce -18.9% | 10,866 | $959K |
| Arrowroot Family Office, LLC | 0.43% | — | 10,838 | $956K |
| Capital Investment Counsel, Inc | 0.13% | Add +45.9% | 10,695 | $944K |
| Moors & Cabot, Inc. | 0.04% | Reduce -3.5% | 10,693 | $944K |
| Headinvest, LLC | 0.20% | No change | 10,657 | $940K |
| Emergent Wealth Advisors, LLC | 0.60% | Reduce -5.4% | 10,812 | $935K |
| NewEdge Wealth, LLC | 0.01% | Reduce -30.3% | 10,623 | $931K |
| Clear Harbor Asset Management, LLC | 0.07% | New | 10,553 | $931K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -52.3% | 10,472 | $924K |
| Polymer Capital Management (HK) LTD | 0.14% | Reduce -91.8% | 10,294 | $908K |
| Florida Financial Advisors, LLC | 0.22% | Add +288.1% | 10,268 | $905K |
| Lifeworks Advisors, LLC | 0.13% | Reduce -25.4% | 10,228 | $903K |
| PKS Advisory Services, LLC | 0.22% | Reduce -0.8% | 10,019 | $884K |
| Picton Mahoney Asset Management | 0.01% | No change | 10,000 | $883K |
| Capstone Wealth Management Group, LLC | 0.84% | Reduce -80.4% | 9,974 | $880K |
| Focus Financial Network, Inc. | 0.03% | Add +12.1% | 9,889 | $873K |
| Narus Financial Partners, LLC | 0.27% | Add +2.6% | 9,849 | $869K |
| Ascentis Independent Advisors | 0.16% | Reduce -49.3% | 9,796 | $864K |
| Claro Advisors Inc. | 0.14% | Reduce -7.5% | 9,791 | $864K |
| Fifth Third Securities, Inc. | 0.06% | Add +5.4% | 9,782 | $863K |
| Burford Brothers, Inc. | 0.39% | Add +26.5% | 9,731 | $859K |
| Helium Advisors LLC | 0.54% | Add +9.7% | 9,686 | $855K |
| Leisure Capital Management | 0.32% | Reduce -18.6% | 9,661 | $853K |
| Valeo Financial Advisors, LLC | 0.02% | New | 80,213 | $849K |
| Caldwell Sutter Capital, Inc. | 0.38% | Reduce -2.7% | 9,442 | $833K |
| Icon Wealth Advisors, LLC | 0.06% | Add +650.3% | 9,394 | $829K |
| Keebeck Wealth Management | 0.11% | Add +34.3% | 9,383 | $828K |
| Summit Global Investments | 0.05% | Reduce -42.9% | 9,294 | $820K |
| Carlson Capital, L.P. | 0.46% | New | 9,200 | $812K |
| Petra Financial Advisors Inc. | 0.51% | Reduce -1.0% | 9,172 | $809K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +44.4% | 9,170 | $809K |
| Shared Vision Wealth Group LLC | 0.40% | Reduce -26.1% | 9,245 | $804K |
| Lantern Wealth Advisors, LLC | 0.47% | — | 8,974 | $792K |
| Security Financial Services, INC. | 0.14% | Add +16.6% | 8,971 | $792K |
| Advisors Asset Management, Inc. | 0.01% | Add +6.8% | 8,971 | $792K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +234.2% | 8,936 | $789K |
| J. W. Coons Advisors, LLC | 0.18% | Reduce -3.3% | 8,902 | $786K |
| Able Wealth Management LLC | 0.39% | Add +138.0% | 8,784 | $775K |
| Arkos Global Advisors | 0.11% | No change | 8,702 | $768K |
| Global Retirement Partners, LLC | 0.02% | — | 8,662 | $764K |
| Old National Bancorp | 0.01% | Reduce -0.7% | 8,634 | $762K |
| Commerce Bank | 0.00% | Reduce -32.8% | 8,612 | $760K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 8,604 | $759K |
| Detalus Advisors, LLC | 0.22% | Reduce -21.9% | 8,504 | $750K |
| Annex Advisory Services, LLC | 0.02% | Reduce -47.7% | 8,468 | $747K |
| Maridea Wealth Management LLC | 0.19% | Reduce -74.8% | 8,461 | $747K |
| LCNB Corp. | 0.26% | Reduce -5.6% | 8,400 | $741K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.32% | No change | 8,370 | $739K |
| Summit Wealth Group, LLC | 0.19% | Reduce -79.2% | 8,328 | $735K |
| Bokf, NA | 0.01% | Reduce -1.5% | 8,325 | $735K |
| Dentgroup LLC | 0.51% | Reduce -15.3% | 8,311 | $733K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.70% | Reduce -42.6% | 8,218 | $725K |
| E Fund Management Co., Ltd. | 0.03% | Reduce -42.6% | 8,218 | $725K |
| Castleview Partners, LLC | 0.46% | Reduce -6.6% | 8,156 | $720K |
| FSB Premier Wealth Management, Inc. | 0.26% | Add +13.7% | 8,149 | $719K |
| Empowered Funds, LLC | 0.01% | Reduce -87.9% | 8,150 | $717K |
| Islay Capital Management, LLC | 0.46% | Add +779.1% | 8,097 | $715K |
| Rooted Wealth Advisors, Inc. | 0.24% | Add +13.6% | 8,240 | $707K |
| Tidal Investments LLC | 0.00% | Reduce -91.7% | 7,993 | $704K |
| Avid Wealth Partners LLC | 0.40% | Add +159.0% | 7,924 | $699K |
| Austin Private Wealth, LLC | 0.06% | Reduce -70.2% | 7,924 | $699K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -62.5% | 7,904 | $698K |
| Invictus Private Wealth, LLC | 0.05% | Add +46.9% | 7,849 | $693K |
| ORG Partners LLC | 0.15% | Reduce -48.1% | 7,847 | $693K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -19.3% | 7,823 | $690K |
| One Wealth Advisors, LLC | 0.10% | Reduce -56.8% | 7,818 | $690K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 7,785 | $687K |
| Legacy Edge Advisors, LLC | 0.09% | New | 7,723 | $682K |
| First Interstate Bank | 0.04% | Reduce -63.8% | 7,634 | $674K |
| StoneX Group Inc. | 0.03% | Add +99.5% | 7,558 | $667K |
| Keystone Financial Group | 0.06% | Add +9.0% | 7,547 | $666K |
| Alamea Verwaltungs GmbH | 0.50% | No change | 7,500 | $662K |
| BayBridge Capital Group, LLC | 0.42% | Add +6.2% | 7,441 | $657K |
| Slagle Financial, LLC | 0.26% | Reduce -4.5% | 7,425 | $655K |
| Elequin Capital, LP | 0.21% | Add +674.8% | 7,345 | $648K |
| Matauro, LLC | 0.12% | Add +17.1% | 7,344 | $648K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +0.5% | 7,309 | $645K |
| Aurelius Family Office LLC | 0.30% | Reduce -2.3% | 7,301 | $644K |
| Midwest Trust Co | 0.01% | — | 7,282 | $643K |
| Briaud Financial Planning Inc | 0.25% | Reduce -2.7% | 7,312 | $641K |
| CX Institutional | 0.02% | Reduce -98.6% | 7,261 | $641K |
| Dunhill Financial, LLC | 0.19% | New | 7,246 | $640K |
| Herold Advisors, Inc. | 0.13% | Add +36.0% | 7,245 | $639K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -94.2% | 7,095 | $626K |
| Strategic Investment Solutions, Inc. | 0.19% | Reduce -62.3% | 7,069 | $624K |
| One Plus One Wealth Management, LLC | 0.34% | Add +6.5% | 7,046 | $622K |
| Consolidated Portfolio Review Corp | 0.09% | Add +13.7% | 7,028 | $620K |
| Nwam LLC | 0.04% | New | 7,073 | $616K |
| MY Wealth Management Inc. | 0.58% | Reduce -96.0% | 6,883 | $607K |
| D.B. Root & Company, LLC | 0.18% | Add +9.6% | 6,877 | $607K |
| Maia Wealth LLC | 0.11% | Reduce -5.9% | 6,813 | $601K |
| Group One Trading LLC | 0.02% | New | 6,789 | $599K |
| EP Wealth Advisors, LLC | 0.00% | Add +13.5% | 6,789 | $599K |
| Belpointe Asset Management LLC | 0.02% | Reduce -60.5% | 6,740 | $595K |
| Lansing Street Advisors | 0.18% | Add +35.2% | 6,684 | $590K |
| Stonebridge Financial Group, LLC | 0.06% | Add +11.0% | 6,684 | $590K |
| Westside Investment Management, Inc. | 0.11% | Add +3.0% | 6,676 | $589K |
| Keystone Financial Services | 0.20% | Reduce -26.1% | 6,671 | $589K |
| Lewis Asset Management, LLC | 0.28% | Reduce -16.5% | 6,632 | $585K |
| Biltmore Family Office, LLC | 0.10% | No change | 6,593 | $582K |
| Westfuller Advisors, LLC | 0.33% | Add +0.6% | 6,534 | $577K |
| Elevated Capital Advisors, LLC | 0.16% | No change | 6,323 | $576K |
| Buck Wealth Strategies, LLC | 0.09% | Reduce -14.3% | 6,500 | $574K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.2% | 6,471 | $571K |
| Vega Investment Solutions | 0.13% | No change | 6,449 | $569K |
| Estate Counselors, LLC | 0.06% | New | 6,440 | $568K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -68.3% | 6,410 | $566K |
| Bluefin Capital Management, LLC | 0.45% | Add +128.6% | 6,400 | $565K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.38% | Add +88.2% | 6,444 | $562K |
| Accretive Wealth Partners, LLC | 0.18% | Add +0.2% | 6,363 | $562K |
| WNY Asset Management, LLC | 0.06% | Reduce -91.1% | 6,319 | $558K |
| North Forty Two & Co. | 0.59% | Reduce -5.3% | 6,292 | $555K |
| Venturi Wealth Management, LLC | 0.03% | Add +54.5% | 6,262 | $553K |
| Life Line Wealth Management LLC | 0.18% | Add +2.6% | 6,197 | $547K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -18.0% | 6,113 | $539K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -0.4% | 6,094 | $538K |
| MMBG Investment Advisors Co. | 0.05% | No change | 6,086 | $537K |
| Wolverine Asset Management LLC | 0.04% | Add +50.8% | 6,032 | $532K |
| Fonville Wealth Management LLC | 0.13% | Add +0.1% | 6,016 | $531K |
| Nkcfo LLC | 0.22% | Reduce -71.4% | 6,000 | $530K |
| Gilman Hill Asset Management, LLC | 0.09% | Reduce -32.4% | 6,000 | $530K |
| Founders Financial Securities LLC | 0.04% | Reduce -75.1% | 5,960 | $526K |
| Guardian Partners Inc. | 0.05% | New | 6,000 | $522K |
| Core Wealth Partners LLC | 0.26% | Add +28.6% | 5,836 | $515K |
| GWN Securities Inc. | 0.10% | Reduce -96.6% | 5,825 | $514K |
| Beacon Investment Advisory Services, Inc. | 0.02% | New | 5,819 | $514K |
| Simon Quick Advisors, LLC | 0.03% | New | 5,794 | $511K |
| Empirical Asset Management, LLC | 0.16% | Add +2.1% | 5,737 | $506K |
| IFG Advisory, LLC | 0.03% | Reduce -10.4% | 5,707 | $504K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -20.1% | 5,682 | $501K |
| NFSG Corp | 0.08% | Add +166.1% | 5,667 | $500K |
| Alta Wealth Advisors LLC | 0.24% | New | 5,663 | $500K |
| Bingham Private Wealth, LLC | 0.47% | Add +0.6% | 5,592 | $493K |
| Impact Investors, Inc | 0.35% | New | 5,564 | $491K |
| Noesis Capital Mangement Corp. | 0.08% | New | 5,461 | $482K |
| Berger Financial Group, Inc | 0.03% | Reduce -31.9% | 5,377 | $474K |
| DLD Asset Management, LP | 0.23% | New | 5,359 | $473K |
| ONE Advisory Partners, LLC | 0.16% | New | 5,496 | $473K |
| Causey Wealth LLC | 0.24% | Add +107.0% | 5,353 | $472K |
| Optima Capital LLC | 0.25% | Reduce -16.3% | 5,349 | $472K |
| Navis Wealth Advisors, LLC | 0.40% | No change | 5,346 | $472K |
| Saxon Interests, Inc. | 0.22% | No change | 5,101 | $464K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +96.6% | 5,250 | $463K |
| Bison Wealth, LLC | 0.04% | Reduce -4.7% | 5,245 | $463K |
| Fiduciary Financial Group, LLC | 0.08% | New | 5,243 | $462K |
| BCGM Wealth Management, LLC | 0.13% | Reduce -2.3% | 5,235 | $462K |
| Summit Financial Wealth Advisors, LLC | 0.08% | Add +49.4% | 5,230 | $462K |
| Weaver Consulting Group | 0.13% | Add +19.4% | 5,203 | $459K |
| Fort Sheridan Advisors LLC | 0.07% | Reduce -2.2% | 5,200 | $459K |
| FFG Retirement Advisors LLC | 0.28% | Reduce -16.4% | 5,108 | $451K |
| Second Half Financial Partners, LLC | 0.21% | Add +17.8% | 5,087 | $449K |
| Spectrum Planning & Advisory Services Inc. | 0.29% | Reduce -61.3% | 5,061 | $447K |
| Barry Investment Advisors, LLC | 0.11% | Add +0.0% | 5,012 | $442K |
| Wilkins Miller Wealth Management, LLC | 0.30% | New | 5,005 | $442K |
| Warren Street Wealth Advisors, LLC | 0.15% | New | 5,000 | $441K |
| Fragasso Financial Advisors Inc | 0.03% | Add +4.5% | 4,984 | $440K |
| Howard Bailey Securities, LLC | 0.14% | Reduce -0.0% | 4,973 | $439K |
| HB Wealth Management, LLC | 0.00% | Add +36.2% | 4,869 | $430K |
| 5T Wealth, LLC | 0.22% | Reduce -61.0% | 4,853 | $428K |
| Tranquilli Financial Advisor LLC | 0.26% | Reduce -46.9% | 4,815 | $425K |
| HCR Wealth Advisors | 0.05% | Add +1.1% | 4,804 | $424K |
| Hotchkis & Wiley Capital Management LLC | 0.00% | New | 4,800 | $424K |
| Meridian Wealth Advisors, LLC | 0.07% | Add +116.5% | 4,793 | $423K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -88.5% | 4,792 | $423K |
| Professional Financial Advisors, LLC | 0.10% | Reduce -64.0% | 4,785 | $422K |
| Visionary Wealth Advisors | 0.02% | New | 4,776 | $421K |
| Apeiron RIA LLC | 0.11% | Reduce -56.9% | 4,752 | $419K |
| Fiduciary Alliance LLC | 0.03% | Reduce -5.3% | 4,751 | $419K |
| Victory Financial Group, LLC | 0.07% | New | 4,744 | $419K |
| Global View Capital Management LLC | 0.13% | Add +18.3% | 4,729 | $417K |
| RAM Investment Partners, LLC | 0.09% | No change | 4,718 | $416K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -3.9% | 4,701 | $415K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.8% | 4,699 | $415K |
| Coastwise Capital Group, LLC | 0.33% | Add +13.0% | 4,698 | $415K |
| Regions Financial Corp. | 0.00% | Reduce -3.6% | 4,643 | $410K |
| Wedgewood Investors Inc. | 0.47% | No change | 4,613 | $407K |
| Maripau Wealth Management LLC | 0.20% | Reduce -55.4% | 4,611 | $407K |
| Beacon Financial Group | 0.04% | Add +70.5% | 4,600 | $406K |
| American Asset Management Inc. | 0.37% | Add +36.8% | 4,561 | $403K |
| Pinnacle Investment Management Ltd | 2.29% | Reduce -92.5% | 4,500 | $397K |
| Gries Financial LLC | 0.07% | Reduce -29.9% | 4,489 | $396K |
| Meridian Financial Partners LLC | 0.18% | Reduce -37.2% | 4,455 | $393K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -64.8% | 4,437 | $392K |
| CW Advisors, LLC | 0.00% | Add +6.8% | 4,421 | $390K |
| Triad Wealth Partners, LLC | 0.08% | Add +91.3% | 4,422 | $390K |
| Patten & Patten Inc. | 0.03% | Reduce -7.6% | 4,418 | $390K |
| National Wealth Management Group, LLC | 0.22% | Reduce -18.4% | 4,411 | $389K |
| TruWealth Advisors, LLC | 0.02% | Add +58.6% | 4,410 | $389K |
| Core Wealth Advisors, Inc. | 0.11% | New | 4,393 | $388K |
| Kelly Financial Services LLC | 0.11% | Add +16.5% | 4,326 | $382K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 4,322 | $381K |
| Running Point Capital Advisors, LLC | 0.10% | Add +8.8% | 4,306 | $380K |
| Mascagni Wealth Management, Inc. | 0.32% | Add +31.5% | 4,303 | $380K |
| Kestra Investment Management, LLC | 0.01% | Reduce -4.5% | 4,275 | $377K |
| BCS Private Wealth Management, Inc. | 0.14% | — | 4,275 | $377K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -33.1% | 4,251 | $375K |
| Cahill Financial Advisors Inc. | 0.05% | Add +4.2% | 4,204 | $371K |
| Synovus Financial Corp. | 0.00% | Reduce -1.6% | 4,094 | $361K |
| United Advisor Group, LLC | 0.06% | Reduce -52.5% | 4,093 | $361K |
| Ethos Financial Group, LLC | 0.03% | Reduce -53.5% | 4,044 | $357K |
| Eagle Global Advisors LLC | 0.01% | No change | 4,043 | $357K |
| Intellectus Partners, LLC | 0.08% | Add +15.8% | 4,038 | $356K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -22.3% | 4,025 | $355K |
| Private Trust Co. NA | 0.03% | Reduce -39.4% | 4,001 | $353K |
| Howe & Rusling Inc. | 0.03% | Add +1.6% | 3,973 | $351K |
| Traction Financial Partners, LLC | 0.24% | New | 3,964 | $350K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -47.5% | 3,917 | $346K |
| TSA Wealth Managment LLC | 0.13% | Reduce -56.2% | 3,892 | $343K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -74.8% | 3,810 | $336K |
| Chicago Capital, LLC | 0.01% | New | 3,800 | $335K |
| UMB Bank, n.a. | 0.01% | Reduce -11.9% | 3,799 | $335K |
| Watershed Private Wealth LLC | 0.12% | Reduce -27.6% | 3,761 | $332K |
| Stokes Family Office, LLC | 0.03% | Reduce -43.8% | 3,742 | $330K |
| Ranch Capital Advisors Inc. | 0.14% | Add +0.8% | 3,733 | $329K |
| Realta Investment Advisors | 0.13% | Reduce -54.6% | 3,714 | $328K |
| Kavar Capital Partners Group, LLC | 0.05% | New | 3,700 | $327K |
| Coordinated Financial Services, Inc. | 0.23% | — | 3,643 | $322K |
| Friedenthal Financial | 0.18% | Add +1292.3% | 3,634 | $321K |
| Modera Wealth Management, LLC | 0.00% | Add +33.1% | 3,624 | $320K |
| Renaissance Technologies | 0.00% | Reduce -96.1% | 3,600 | $318K |
| Magnus Financial Group LLC | 0.03% | Reduce -14.2% | 3,594 | $317K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -7.7% | 3,587 | $317K |
| Kovack Advisors, Inc. | 0.03% | Reduce -3.1% | 3,584 | $316K |
| Valmark Advisers, Inc. | 0.00% | Reduce -24.4% | 3,545 | $313K |
| Kaizen Financial Strategies | 0.16% | New | 3,531 | $312K |
| Money Concepts Capital Corp. | 0.02% | New | 3,512 | $310K |
| Cannell & Spears LLC | 0.01% | No change | 3,510 | $310K |
| Cooper Financial Group | 0.04% | Reduce -45.8% | 3,509 | $310K |
| SpringVest Wealth Management LLC | 0.25% | Reduce -67.0% | 3,462 | $306K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -30.0% | 3,433 | $303K |
| Choreo, LLC | 0.00% | Reduce -70.2% | 3,427 | $302K |
| Fortress Private Ledger, LLC | 0.14% | Reduce -6.0% | 3,426 | $302K |
| Mather Group, Llc. | 0.00% | No change | 3,423 | $302K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.7% | 3,398 | $300K |
| High Falls Advisors, Inc | 0.07% | Reduce -37.5% | 3,361 | $297K |
| Avior Wealth Management, LLC | 0.01% | Reduce -25.8% | 3,342 | $295K |
| Saxony Capital Management, LLC | 0.23% | Reduce -82.8% | 3,333 | $294K |
| Smith, Moore & Co. | 0.02% | Add +6.4% | 3,306 | $292K |
| Swan Global Investments, LLC | 0.01% | Add +37.5% | 3,300 | $291K |
| Partners Wealth Management, LLC | 0.33% | No change | 3,161 | $289K |
| RIA Advisory Group LLC | 0.09% | Reduce -31.8% | 3,275 | $289K |
| Savior LLC | 1.56% | New | 3,264 | $288K |
| Crew Capital Management, Ltd | 0.21% | Add +36.6% | 3,257 | $287K |
| Eisler Capital Management Ltd. | 0.01% | Reduce -99.7% | 3,239 | $286K |
| Carrera Capital Advisors | 0.06% | Reduce -6.3% | 3,227 | $285K |
| Balboa Wealth Partners | 0.06% | Add +10.3% | 3,216 | $284K |
| Stratos Investment Management, LLC | 0.01% | New | 3,198 | $282K |
| Cedar Wealth Management, LLC | 0.10% | Add +9.1% | 3,193 | $282K |
| Prostatis Group LLC | 0.08% | New | 3,178 | $280K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -10.3% | 3,178 | $280K |
| CENTRAL TRUST Co | 0.01% | Reduce -61.8% | 3,139 | $277K |
| Sunpointe, LLC | 0.11% | New | 3,122 | $276K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -11.7% | 3,108 | $274K |
| Ritholtz Wealth Management | 0.01% | Reduce -69.8% | 3,083 | $272K |
| Fullcircle Wealth LLC | 0.10% | New | 3,088 | $272K |
| SPC Financial, Inc. | 0.02% | Add +3.3% | 3,080 | $272K |
| Sequent Planning LLC | 0.09% | Reduce -16.2% | 3,071 | $271K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +0.1% | 3,120 | $268K |
| Cloud Capital Management, LLC | 0.17% | Add +0.8% | 3,024 | $266K |
| World Investment Advisors | 0.01% | Reduce -50.5% | 3,013 | $266K |
| X-Square Capital, LLC | 0.10% | New | 3,000 | $265K |
| SkyOak Wealth, LLC | 0.05% | No change | 3,000 | $265K |
| King Wealth Management Group | 0.04% | Reduce -1.6% | 2,996 | $264K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -14.9% | 2,963 | $262K |
| Frontier Asset Management, LLC | 0.07% | Reduce -52.0% | 2,957 | $261K |
| Compass Ion Advisors, LLC | 0.03% | New | 2,950 | $260K |
| Mendel Capital Management LLC | 0.15% | Reduce -5.0% | 2,892 | $255K |
| Principal Securities, Inc. | 0.00% | Reduce -97.8% | 2,889 | $255K |
| Western Wealth Management, LLC | 0.02% | Reduce -9.3% | 2,879 | $254K |
| Maven Securities LTD | 0.07% | New | 2,873 | $254K |
| Oxbow Advisors, LLC | 0.03% | New | 2,860 | $252K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.7% | 2,855 | $252K |
| Gateway Wealth Partners, LLC | 0.05% | New | 2,841 | $251K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -12.4% | 2,836 | $250K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 2,760 | $244K |
| Cox Capital Mgt LLC | 0.17% | Add +0.4% | 2,748 | $242K |
| Madrona Financial Services, LLC | 0.06% | Reduce -48.9% | 2,737 | $242K |
| GK Wealth Management LLC | 0.24% | Reduce -50.9% | 2,737 | $241K |
| Whittier Trust Co. | 0.00% | Add +5.1% | 2,732 | $241K |
| Rothschild Capital Partners, LLC | 0.06% | New | 2,708 | $239K |
| Heritage Family Offices, LLP | 0.12% | No change | 2,628 | $237K |
| Certuity, LLC | 0.02% | Add +12.9% | 2,670 | $236K |
| Objective Capital Management, LLC | 0.26% | Add +16.4% | 2,668 | $235K |
| Seaview Investment Managers LLC | 0.05% | Add +18.7% | 2,665 | $235K |
| Murphy & Mullick Capital Management Corp | 0.19% | Reduce -5.3% | 2,661 | $234K |
| NWF Advisory Services Inc. | 0.03% | Reduce -2.8% | 2,642 | $233K |
| Wells Financial Advisors INC | 0.32% | No change | 2,640 | $233K |
| Strait & Sound Wealth Management LLC | 0.10% | Reduce -3.5% | 2,639 | $233K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -0.5% | 2,639 | $233K |
| Cardiff Park Advisors, LLC | 0.02% | Add +41.9% | 2,633 | $232K |
| Visionary Horizons, LLC | 0.15% | New | 2,630 | $232K |
| Copperleaf Capital, LLC | 0.12% | Reduce -11.3% | 2,619 | $231K |
| Hazlett, Burt & Watson, Inc. | 0.09% | No change | 2,608 | $230K |
| Canandaigua National Trust Co of Florida | 0.16% | No change | 2,600 | $229K |
| Centric Wealth Management | 0.05% | Add +16.5% | 2,621 | $229K |
| CPC Advisors, LLC | 0.03% | Reduce -8.2% | 2,591 | $229K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -83.2% | 2,579 | $228K |
| Rathbones Group PLC | 0.00% | New | 2,570 | $227K |
| Tandem Financial, LLC | 0.21% | Reduce -14.5% | 2,564 | $226K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -66.7% | 2,550 | $225K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 2,525 | $223K |
| Avaii Wealth Management, LLC | 0.10% | Add +12.8% | 2,517 | $222K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -19.7% | 2,501 | $221K |
| Dearborn Partners LLC | 0.01% | No change | 2,500 | $221K |
| Element Wealth, LLC | 0.10% | New | 2,498 | $220K |
| Main Street Group, LTD | 0.08% | Add +72.3% | 2,487 | $219K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +10.3% | 2,484 | $219K |
| Brevan Howard Capital Management LP | 0.00% | New | 2,480 | $219K |
| Tucker Asset Management LLC | 0.07% | Add +18.2% | 2,478 | $219K |
| Shelton Capital Management | 0.01% | Add +0.4% | 2,470 | $218K |
| AQR Capital Management | 0.00% | Reduce -65.5% | 2,468 | $218K |
| Rede Wealth, LLC | 0.08% | Reduce -0.9% | 2,428 | $214K |
| Ipsen Advisor Group LLC | 0.16% | Reduce -4.8% | 2,417 | $213K |
| Rice Partnership, LLC | 0.04% | Add +1.5% | 2,412 | $213K |
| Northstar Financial Companies, Inc. | 0.22% | Reduce -59.5% | 2,400 | $212K |
| Ballast Advisors LLC | 0.06% | Add +9.8% | 2,399 | $212K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -90.2% | 2,389 | $211K |
| Marshall Financial Group, LLC | 0.04% | Reduce -5.6% | 2,445 | $211K |
| Medallion Wealth Advisors, LLC | 0.08% | Reduce -10.8% | 2,385 | $210K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.8% | 2,373 | $209K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -32.7% | 2,365 | $209K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -26.8% | 2,365 | $209K |
| Werba Rubin Papier Wealth Management | 0.04% | New | 2,357 | $208K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -17.2% | 2,350 | $207K |
| Roman Butler Fullerton & Co. | 0.06% | Reduce -44.9% | 2,396 | $207K |
| BridgePort Financial Solutions, LLC | 0.07% | Reduce -0.5% | 2,337 | $206K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Reduce -63.4% | 2,338 | $206K |
| Client 1ST Advisory Group, LLC | 0.07% | Reduce -85.1% | 2,321 | $205K |
| FSC Wealth Advisors, LLC | 0.13% | Reduce -3.1% | 2,314 | $204K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -98.1% | 2,312 | $204K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -15.6% | 2,310 | $204K |
| Alterna Wealth Management, Inc. | 0.16% | Reduce -4.8% | 2,280 | $201K |
| Pingora Partners LLC | 0.15% | Reduce -21.4% | 2,200 | $194K |
| Pflug Koory, LLC | 0.09% | No change | 2,109 | $186K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +1.1% | 1,974 | $174K |
| Blue Trust, Inc. | 0.00% | Reduce -0.4% | 1,927 | $170K |
| JFS Wealth Advisors, LLC | 0.01% | Add +100.7% | 1,893 | $167K |
| Quest 10 Wealth Builders, Inc. | 0.16% | Add +9.5% | 1,883 | $166K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 1,772 | $156K |
| Ancora Advisors LLC | 0.00% | Reduce -17.6% | 1,654 | $146K |
| Clare Market Investments LLC | 0.03% | New | 1,631 | $144K |
| Delos Wealth Advisors, LLC | 0.11% | New | 1,591 | $140K |
| Parkside Financial Bank & Trust | 0.02% | Add +67.6% | 1,587 | $140K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -52.7% | 2,000 | $140K |
| Fourth Dimension Wealth, LLC | 0.06% | Reduce -32.0% | 1,579 | $139K |
| Marshall & Sterling Wealth Advisors Inc. | 0.09% | Reduce -74.8% | 1,584 | $139K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -51.5% | 1,573 | $139K |
| Lanark Financial, Inc. | 0.01% | Add +445.9% | 1,534 | $135K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.7% | 1,500 | $132K |
| Gen-Wealth Partners Inc | 0.05% | Add +8.8% | 1,493 | $132K |
| Larson Financial Group LLC | 0.01% | Add +18.9% | 1,473 | $130K |
| Investment Management Corp. /Va/ | 0.11% | Reduce -91.1% | 1,424 | $126K |
| Brooklyn Investment Group | 0.02% | New | 1,399 | $123K |
| FAS Wealth Partners, Inc. | 0.01% | Add +79.2% | 1,389 | $123K |
| Midwest Capital Advisors, LLC | 0.06% | Reduce -71.7% | 1,375 | $121K |
| iA Global Asset Management Inc. | 0.00% | Reduce -2.3% | 1,346 | $119K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -99.6% | 1,346 | $119K |
| Copia Wealth Management | 0.10% | Add +54.8% | 1,285 | $113K |
| Kings Path Partners LLC | 0.04% | Add +140.5% | 1,229 | $108K |
| Parallel Advisors, LLC | 0.00% | Add +3.0% | 1,206 | $106K |
| Fairscale Capital, LLC | 0.08% | New | 1,220 | $106K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 1,219 | $106K |
| Beacon Capital Management, LLC | 0.01% | Reduce -52.5% | 1,190 | $105K |
| Grove Bank & Trust | 0.01% | New | 1,185 | $105K |
| Finley Financial, LLC | 0.05% | No change | 1,040 | $92K |
| Morling Financial Advisors, LLC | 0.03% | Add +1.2% | 1,036 | $91K |
| Pacifica Partners Inc. | 0.04% | Reduce -94.9% | 1,035 | $90K |
| Q Fund Management (Hong Kong) Ltd | 0.05% | New | 1,000 | $88K |
| Brentview Investment Management LLC | 0.04% | No change | 1,000 | $88K |
| Macquarie Group Ltd. | 0.00% | Add +236.7% | 1,000 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -14.3% | 928 | $82K |
| Park Square Financial Group, LLC | 0.06% | Reduce -49.8% | 887 | $78K |
| Sound Income Strategies, LLC | 0.00% | Reduce -53.8% | 846 | $75K |
| Equitec Proprietary Markets, LLC | 0.29% | No change | 800 | $71K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -26.6% | 796 | $70K |
| Ameriflex Group, Inc. | 0.03% | Reduce -78.7% | 753 | $66K |
| Signaturefd, LLC | 0.00% | Reduce -11.7% | 749 | $66K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -2.8% | 700 | $62K |
| NWK Group, Inc. | 0.02% | Reduce -3.7% | 698 | $62K |
| FWL Investment Management, LLC | 0.02% | Reduce -35.2% | 690 | $61K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -98.4% | 682 | $60K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -28.0% | 659 | $58K |
| Covestor Ltd | 0.03% | Add +13000.0% | 655 | $57K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1477.5% | 631 | $56K |
| Tsfg, LLC | 0.01% | Reduce -28.1% | 625 | $55K |
| Hartford Financial Management Inc. | 0.01% | No change | 608 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Add +520.4% | 608 | $54K |
| Summit Securities Group LLC | 0.02% | New | 600 | $53K |
| Rossby Financial, LCC | 0.02% | Add +3.7% | 592 | $52K |
| SouthState Bank Corp | 0.00% | New | 567 | $50K |
| Arlington Trust Co LLC | 0.01% | No change | 561 | $50K |
| Park Place Capital Corp | 0.01% | Reduce -44.0% | 559 | $49K |
| WFA of San Diego, LLC | 0.03% | — | 519 | $46K |
| Tidemark, LLC | 0.01% | Reduce -93.3% | 517 | $46K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +416.0% | 516 | $46K |
| Choate Investment Advisors | 0.00% | New | 513 | $45K |
| Loomis Sayles & Co. L P | 0.00% | Add +339.7% | 510 | $45K |
| Winthrop Capital Management, LLC | 0.01% | No change | 514 | $45K |
| Rise Advisors, LLC | 0.02% | Add +4.2% | 497 | $44K |
| Colonial Trust Co / SC | 0.01% | Reduce -40.9% | 475 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +38.4% | 465 | $41K |
| Highline Wealth Partners LLC | 0.01% | No change | 450 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $39K |
| Clean Yield Group | 0.01% | No change | 440 | $39K |
| Solstein Capital, LLC | 0.02% | No change | 430 | $38K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 425 | $38K |
| Kilter Group LLC | 0.02% | New | 416 | $37K |
| MGB Wealth Management, LLC | 0.01% | No change | 407 | $36K |
| Caldwell Trust Co | 0.00% | Add +21.3% | 405 | $36K |
| Van Eck Associates Corp. | 0.00% | No change | 394 | $35K |
| Anfield Capital Management, LLC | 0.01% | No change | 395 | $35K |
| Transce3nd, LLC | 0.01% | Reduce -97.2% | 384 | $34K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 377 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -29.7% | 370 | $33K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 366 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 357 | $31K |
| Hanson & Doremus Investment Management | 0.00% | No change | 351 | $31K |
| Coastline Trust Co | 0.00% | No change | 350 | $31K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 338 | $30K |
| Salomon & Ludwin, LLC | 0.00% | Add +5.3% | 316 | $28K |
| Eastern Bank | 0.00% | Reduce -29.3% | 312 | $28K |
| Proathlete Wealth Management LLC | 0.01% | No change | 309 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +15.1% | 305 | $27K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -49.5% | 287 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 286 | $25K |
| Clearstead Trust, LLC | 0.00% | New | 285 | $25K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +130.9% | 284 | $25K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -97.3% | 284 | $25K |
| NewSquare Capital LLC | 0.00% | New | 266 | $23K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | No change | 265 | $23K |
| Capital Analysts, LLC | 0.00% | Reduce -66.3% | 258 | $23K |
| Ridgewood Investments LLC | 0.01% | No change | 251 | $22K |
| Evolution Wealth Management Inc. | 0.03% | — | 242 | $21K |
| Winch Advisory Services, LLC | 0.01% | Add +1.3% | 238 | $21K |
| St Germain D J Co. Inc. | 0.00% | Reduce -18.2% | 225 | $20K |
| Investors Research Corp | 0.00% | No change | 217 | $19K |
| West Branch Capital LLC | 0.01% | Add +1.5% | 204 | $18K |
| Advisors Preferred, LLC | 0.00% | Reduce -99.8% | 200 | $18K |
| Motco | 0.00% | No change | 190 | $17K |
| Salem Investment Counselors Inc. | 0.00% | New | 172 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -86.6% | 164 | $14K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 162 | $14K |
| EPG Wealth Management LLC | 0.00% | No change | 160 | $14K |
| Bellwether Advisors, LLC | 0.00% | No change | 158 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $14K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -35.6% | 141 | $12K |
| Pineridge Advisors LLC | 0.00% | Reduce -69.7% | 140 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -20.4% | 140 | $12K |
| Logan Capital Management Inc. | 0.00% | No change | 135 | $12K |
| North Capital, Inc. | 0.01% | Reduce -7.6% | 122 | $11K |
| LFA - Lugano Financial Advisors SA | 0.01% | No change | 120 | $11K |
| CKW Financial Group | 0.00% | No change | 116 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 108 | $10K |
| City Holding Co. | 0.00% | New | 103 | $9K |
| Trust Co. of Vermont | 0.00% | New | 100 | $9K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 100 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 99 | $9K |
| Gould Capital, LLC | 0.01% | Reduce -10.6% | 93 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 89 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 85 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 85 | $8K |
| Atlantic Private Wealth, LLC | 0.01% | Add +1.2% | 84 | $7K |
| IFS Advisors, LLC | 0.01% | No change | 82 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 90 | $7K |
| Archer Investment Corp | 0.00% | No change | 79 | $7K |
| Dogwood Wealth Management LLC | 0.00% | New | 81 | $7K |
| Kimelman & Baird, LLC | 0.00% | No change | 73 | $6K |
| Painted Porch Advisors LLC | 0.00% | No change | 73 | $6K |
| Olistico Wealth, LLC | 0.00% | New | 70 | $6K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -14.8% | 69 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 65 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 64 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | New | 64 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 63 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 58 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -82.4% | 57 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 56 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 56 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 53 | $5K |
| PayPay Securities Corp | 0.22% | Add +8.5% | 51 | $5K |
| WealthTrak Capital Management LLC | 0.00% | Add +31.6% | 50 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 48 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 46 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 45 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 45 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -71.1% | 35 | $3K |
| Decker Retirement Planning Inc. | 0.00% | New | 34 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -42.4% | 34 | $3K |
| Stone House Investment Management, LLC | 0.00% | Reduce -99.6% | 33 | $3K |
| AlphaCore Capital LLC | 0.00% | No change | 33 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 31 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -76.2% | 29 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 25 | $2K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 25 | $2K |
| Advanced Asset Management Advisors Inc | 0.00% | New | 25 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 23 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 22 | $2K |
| Summer Road LLC | 0.00% | No change | 20 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 20 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 19 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 13 | $1K |
| Affinity Wealth LLC | 0.00% | No change | 12 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 12 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 11 | $971 |
| Atticus Wealth Management, LLC | 0.00% | No change | 11 | $971 |
| Nemes Rush Group LLC | 0.00% | New | 10 | $890 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $883 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 9 | $794 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 8 | $706 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $640 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -25.0% | 3 | $281 |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 3 | $280 |
| New Republic Capital, LLC | 0.00% | No change | 3 | $265 |
| Darwin Wealth Management, LLC | 0.00% | Reduce -95.2% | 2 | $176 |
| Graney & King, LLC | 0.00% | No change | 1 | $95 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $88 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $66 |
"% of holder's portfolio" is TLT's weight in each manager's 13F, not the share of iShares 20+ Year Treasury BD the manager owns.