iShares Emerging Markets Equity Factor ETF(EMGF)

$71.67—

Chart

iShares Emerging Markets Equity Factor ETF(EMGF)

USBATS

$71.67—

Chart Studio

EMGF(EMGF)

EMGF

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 265 Institutional Holders

Holder	Shares	Date	Change	% Held
VANTAGEPOINT INVESTMENT ADVISERS LLC	2.92M	Jun 30, 26	-92.39K	10.33%
JPMORGAN CHASE & CO	2.67M	Jun 30, 26	-161.91K	9.44%
Dynasty Wealth Management, LLC	1.60M	Jun 30, 26	+8.27K	5.65%
Sixth Street Partners Management Company, L.P.	1.44M	Jun 30, 26	+1.44M	5.08%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.44M	Jun 30, 26	+849.62K	5.08%
SAGESPRING WEALTH PARTNERS, LLC	1.42M	Jun 30, 26	+37.99K	5.02%
WELLS FARGO & COMPANY/MN	1.28M	Jun 30, 26	+13.27K	4.54%
AMERIPRISE FINANCIAL INC	876.08K	Jun 30, 26	+267.12K	3.10%
MORGAN STANLEY	844.81K	Jun 30, 26	+7.21K	2.99%
LPL Financial LLC	819.08K	Jun 30, 26	+78.40K	2.90%
FMR LLC	699.12K	Jun 30, 26	-22.54K	2.47%
RAYMOND JAMES FINANCIAL INC	649.01K	Jun 30, 26	+35.37K	2.30%
Annex Advisory Services, LLC	637.19K	Jun 30, 26	+45.34K	2.25%
Pure Financial Advisors, LLC	584.65K	Jun 30, 26	+1.25K	2.07%
Ascent Group, LLC	578.24K	Jun 30, 26	-140.19K	2.04%
ENVESTNET ASSET MANAGEMENT INC	443.26K	Jun 30, 26	-24.90K	1.57%
Larson Financial Group LLC	437.50K	Jun 30, 26	+41.97K	1.55%
BANK OF AMERICA CORP /DE/	390.65K	Jun 30, 26	+94.33K	1.38%
Dynamic Advisor Solutions LLC	344.19K	Jun 30, 26	+22.00K	1.22%
Equitable Holdings, Inc.	308.94K	Jun 30, 26	+28.73K	1.09%
OLD MISSION CAPITAL LLC	187.15K	Jun 30, 26	-83.57K	0.66%
Callan Family Office, LLC	176.83K	Jun 30, 26	+13.92K	0.63%
Frontier Asset Management, LLC	165.23K	Jun 30, 26	+4.95K	0.58%
Amplius Wealth Advisors, LLC	159.01K	Jun 30, 26	+16.17K	0.56%
MERCER GLOBAL ADVISORS INC /ADV	156.17K	Jun 30, 26	+813	0.55%
Hixon Zuercher, LLC	150.55K	Jun 30, 26	+2.89K	0.53%
COMMONWEALTH EQUITY SERVICES, LLC	150.44K	Jun 30, 26	+31.01K	0.53%
Foundations Investment Advisors, LLC	141.34K	Jun 30, 26	-525	0.50%
Integrated Wealth Concepts LLC	137.70K	Jun 30, 26	+2.95K	0.49%
Weil Company, Inc.	135.55K	Jun 30, 26	+5.35K	0.48%
JT Stratford LLC	130.93K	Jun 30, 26	-55.91K	0.46%
Armbruster Capital Management, Inc.	125.33K	Jun 30, 26	-5.89K	0.44%
EXCHANGE TRADED CONCEPTS, LLC	119.62K	Jun 30, 26	+18.90K	0.42%
Federation des caisses Desjardins du Quebec	115.11K	Jun 30, 26	-3.08K	0.41%
Vise Technologies, Inc.	114.55K	Jun 30, 26	+37.91K	0.41%
JANE STREET GROUP, LLC	112.36K	Jun 30, 26	+46.63K	0.40%
ROYAL BANK OF CANADA	111.98K	Jun 30, 26	+103.14K	0.40%
AlphaCore Capital LLC	109.75K	Jun 30, 26	-1.14K	0.39%
ARQ WEALTH ADVISORS, LLC	103.75K	Jun 30, 26	+15.94K	0.37%
Stokes Family Office, LLC	87.61K	Jun 30, 26	-120.69K	0.31%
RHS Financial, LLC	86.01K	Jun 30, 26	-17.81K	0.30%
Modern Wealth Management, LLC	85.52K	Jun 30, 26	-22.89K	0.30%
Farther Finance Advisors, LLC	76.61K	Jun 30, 26	-4.75K	0.27%
Cerity Partners LLC	75.22K	Jun 30, 26	+2.33K	0.27%
Plancorp, LLC	75.09K	Jun 30, 26	+75.09K	0.27%
Cetera Investment Advisers	73.95K	Jun 30, 26	-2.05K	0.26%
LifeGoal Wealth Advisors	69.83K	Jun 30, 26	+6.08K	0.25%
Beirne Wealth Consulting Services, LLC	69.14K	Jun 30, 26	+211	0.24%
MorganRosel Wealth Management, LLC	68.94K	Jun 30, 26	+68.94K	0.24%
YHB Investment Advisors, Inc.	67.40K	Jun 30, 26	+36.69K	0.24%
Sanctuary Advisors, LLC	62.23K	Jun 30, 26	-1.13K	0.22%
Veridan Wealth LLC	59.65K	Jun 30, 26	-4.76K	0.21%
BANK OF MONTREAL /CAN/	57.52K	Jun 30, 26	-1.20K	0.20%
PARK AVENUE SECURITIES LLC	56.53K	Jun 30, 26	-5.88K	0.20%
ADVISOR GROUP HOLDINGS, INC.	56.51K	Jun 30, 26	+3.52K	0.20%
SRS Capital Advisors, Inc.	53.05K	Jun 30, 26	+53.05K	0.19%
Private Advisor Group, LLC	52.96K	Jun 30, 26	-78.57K	0.19%
Beacon Pointe Advisors, LLC	52.78K	Jun 30, 26	+690	0.19%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	50.24K	Jun 30, 26	-20.76K	0.18%
Mariner, LLC	49.25K	Jun 30, 26	+1.29K	0.17%
Keebeck Wealth Management, LLC	49.18K	Jun 30, 26	-3.85K	0.17%
HighTower Advisors, LLC	46.60K	Jun 30, 26	-1.37K	0.16%
Intrua Financial, LLC	42.83K	Jun 30, 26	+1.73K	0.15%
UNIQUE WEALTH, LLC	42.41K	Jun 30, 26	-21.23K	0.15%
Quotient Wealth Partners, LLC	40.12K	Jun 30, 26	+105	0.14%
THRIVENT FINANCIAL FOR LUTHERANS	38.34K	Jun 30, 26	-27	0.14%
WETZEL INVESTMENT ADVISORS, INC.	33.47K	Jun 30, 26	-2.19K	0.12%
Ullmann Wealth Partners Group, LLC	32.69K	Jun 30, 26	-6.01K	0.12%
5T Wealth, LLC	31.90K	Jun 30, 26	-2.43K	0.11%
One Wealth Advisors, LLC	31.84K	Jun 30, 26	+144	0.11%
Goldstein Advisors, LLC	30.92K	Jun 30, 26	+3.27K	0.11%
MML INVESTORS SERVICES, LLC	28.96K	Jun 30, 26	+23.88K	0.10%
Kingsview Wealth Management, LLC	28.45K	Jun 30, 26	-3.49K	0.10%
Resources Investment Advisors, LLC.	27.99K	Jun 30, 26	+10.88K	0.10%
First Citizens Financial Corp	25.98K	Jun 30, 26	+3.13K	0.09%
Horst & Graben Wealth Management LLC	23.91K	Jun 30, 26	-209	0.08%
Stratos Wealth Partners, LTD.	23.79K	Jun 30, 26	+1.34K	0.08%
Riverpoint Wealth Management Holdings, LLC	23.73K	Jun 30, 26	+120	0.08%
Stonebridge Wealth Management, LLC	22.48K	Jun 30, 26	-277	0.08%
Kestra Advisory Services, LLC	22.48K	Jun 30, 26	-678	0.08%
Strategic Blueprint, LLC	21.99K	Jun 30, 26	+2.70K	0.08%
Hirtle Callaghan & Co LLC	21.29K	Jun 30, 26	-27	0.08%
Riverbend Wealth Management, LLC	21.02K	Jun 30, 26	+21.02K	0.07%
PFG Advisors	20.54K	Jun 30, 26	-11.03K	0.07%
UBS Group AG	20.44K	Jun 30, 26	+886	0.07%
KICKSTAND VENTURES, LLC.	20.26K	Jun 30, 26	-6	0.07%
KINGSWOOD WEALTH ADVISORS, LLC	19.47K	Jun 30, 26	-2.17K	0.07%
Empirical Asset Management, LLC	19.26K	Jun 30, 26	+518	0.07%
TSA Wealth Managment LLC	18.86K	Jun 30, 26	+20	0.07%
CAPTRUST FINANCIAL ADVISORS	18.80K	Jun 30, 26	+352	0.07%
PHILLIPS FINANCIAL MANAGEMENT, LLC	17.81K	Jun 30, 26	-1.16K	0.06%
Traveka Wealth, LLC	15.89K	Jun 30, 26	+531	0.06%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	15.18K	Jun 30, 26	+498	0.05%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	14.51K	Jun 30, 26	+2.15K	0.05%
Global Retirement Partners, LLC	14.33K	Jun 30, 26	+14.33K	0.05%
Lansing Street Advisors	14.27K	Jun 30, 26	+44	0.05%
Clearwater Capital Advisors, LLC	14.15K	Jun 30, 26	-861	0.05%
Gallacher Capital Management LLC	13.87K	Jun 30, 26	-1.14K	0.05%
Diversify Advisory Services, LLC	13.79K	Jun 30, 26	+13.79K	0.05%
DIVERSIFY WEALTH MANAGEMENT, LLC	13.79K	Jun 30, 26	-3.26K	0.05%
Hibernia Wealth Partners, LLC	13.26K	Jun 30, 26	-11.39K	0.05%
Cypress Wealth Services, LLC	13.17K	Jun 30, 26	+629	0.05%
Wealth Alliance	12.33K	Jun 30, 26	-2.67K	0.04%
AQR CAPITAL MANAGEMENT LLC	11.91K	Jun 30, 26	+5.01K	0.04%
PARSONS CAPITAL MANAGEMENT INC/RI	11.64K	Jun 30, 26	+766	0.04%
BEACON FINANCIAL GROUP	11.24K	Jun 30, 26	--	0.04%
FIFTH THIRD BANCORP	11.00K	Jun 30, 26	+2.33K	0.04%
Inspire Advisors, LLC	10.99K	Jun 30, 26	-1.36K	0.04%
Rockefeller Capital Management L.P.	10.81K	Jun 30, 26	+10.27K	0.04%
Cambridge Investment Research Advisors, Inc.	10.51K	Jun 30, 26	-208	0.04%
J.W. COLE ADVISORS, INC.	9.51K	Jun 30, 26	+16	0.03%
Williams & Novak, LLC	9.50K	Jun 30, 26	--	0.03%
GOLDMAN SACHS GROUP INC	9.10K	Jun 30, 26	+9.10K	0.03%
NewEdge Advisors, LLC	9.10K	Jun 30, 26	+1.96K	0.03%
Worth Asset Management, LLC	9.03K	Jun 30, 26	+650	0.03%
Quantinno Capital Management LP	9.03K	Jun 30, 26	+3.03K	0.03%
Heck Capital Advisors, LLC	8.71K	Jun 30, 26	+165	0.03%
Quadrature Capital Ltd	8.60K	Jun 30, 26	+8.60K	0.03%
Atomi Financial Group, Inc.	8.36K	Jun 30, 26	--	0.03%
Affinity Capital Advisors, LLC	7.88K	Jun 30, 26	-251	0.03%
PRIVATE TRUST CO NA	7.82K	Jun 30, 26	-385	0.03%
KM Capital Management Ltd.	7.60K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.59K	Jun 30, 26	-468	0.03%
BOURGEON CAPITAL MANAGEMENT LLC	7.46K	Jun 30, 26	-1.15K	0.03%
Jordan Park Group LLC	7.34K	Jun 30, 26	+2.23K	0.03%
Merit Financial Group, LLC	6.54K	Jun 30, 26	-369	0.02%
FIDUCIARY TRUST CO	6.04K	Jun 30, 26	+6.04K	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	5.90K	Jun 30, 26	+5.90K	0.02%
Atlas Legacy Advisors, LLC	5.90K	Jun 30, 26	--	0.02%
CITADEL ADVISORS LLC	5.83K	Jun 30, 26	-22.53K	0.02%
Csenge Advisory Group	5.83K	Jun 30, 26	-535	0.02%
Barnes Wealth Management Group, Inc	5.63K	Jun 30, 26	-174	0.02%
Advisory Services Network, LLC	5.62K	Jun 30, 26	-160	0.02%
Savant Capital, LLC	5.61K	Jun 30, 26	+5.61K	0.02%
Seed Wealth Management, Inc.	5.50K	Jun 30, 26	--	0.02%
Aspire Private Capital, LLC	5.18K	Jun 30, 26	-282	0.02%
SCOTIA CAPITAL INC.	5.15K	Jun 30, 26	--	0.02%
IFP Advisors, Inc	5.14K	Jun 30, 26	-19	0.02%
ASSETMARK, INC	5.14K	Jun 30, 26	-451	0.02%
NOVEM GROUP	5.03K	Jun 30, 26	-397	0.02%
Envestnet Portfolio Solutions, Inc.	4.76K	Jun 30, 26	-83	0.02%
Financial Freedom, LLC	4.71K	Jun 30, 26	-374	0.02%
Creative Planning	4.65K	Jun 30, 26	+175	0.02%
McAdam, LLC	4.63K	Jun 30, 26	-258	0.02%
PRINCIPAL SECURITIES, INC.	4.60K	Jun 30, 26	+13	0.02%
Ascent Wealth Partners, LLC	4.46K	Jun 30, 26	--	0.02%
CI Private Wealth, LLC	4.45K	Jun 30, 26	+4.45K	0.02%
Hoxton Planning & Management, LLC	4.28K	Jun 30, 26	-198	0.02%
PUREfi Wealth, LLC	4.20K	Jun 30, 26	-147	0.01%
FIRETHORN WEALTH PARTNERS, LLC	4.12K	Jun 30, 26	-183	0.01%
Ridgeline Wealth, LLC	4.03K	Jun 30, 26	--	0.01%
Mayflower Financial Advisors, LLC	3.94K	Jun 30, 26	--	0.01%
KELLY FINANCIAL GROUP LLC	3.83K	Jun 30, 26	-20	0.01%
Accelerate Investment Advisors LLC	3.71K	Jun 30, 26	+258	0.01%
Acropolis Investment Management, LLC	3.60K	Jun 30, 26	--	0.01%
Patriot Financial Group Insurance Agency, LLC	3.51K	Jun 30, 26	-3.63K	0.01%
NewEdge Wealth, LLC	3.48K	Jun 30, 26	-63	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	3.43K	Jun 30, 26	--	0.01%
CABOT WEALTH MANAGEMENT INC	3.40K	Jun 30, 26	-395	0.01%
SEEDS INVESTOR LLC	3.38K	Jun 30, 26	-211	0.01%
DecisionMap Wealth Management, LLC	3.34K	Jun 30, 26	-169	0.01%
MGO ONE SEVEN LLC	3.30K	Jun 30, 26	-27	0.01%
US BANCORP \DE\	3.11K	Jun 30, 26	+39	0.01%
MATHER GROUP, LLC.	3.01K	Jun 30, 26	+1.92K	0.01%
BlackRock, Inc.	2.95K	Jun 30, 26	-23	0.01%
W ADVISORS, LLC	2.91K	Jun 30, 26	+2.91K	0.01%
SageView Advisory Group, LLC	2.90K	Jun 30, 26	+2.90K	0.01%
AE Wealth Management LLC	2.89K	Jun 30, 26	+1.92K	0.01%
Capital Advisors, Ltd. LLC	2.86K	Jun 30, 26	-411	0.01%
PINNACLE ASSOCIATES LTD	2.86K	Jun 30, 26	+2.86K	0.01%
Pinnacle Wealth Management Advisory Group, LLC	2.77K	Jun 30, 26	+2.77K	0.01%
Wealthspire Advisors, LLC	2.76K	Jun 30, 26	+2.76K	0.01%
Savvy Advisors, Inc.	2.74K	Jun 30, 26	+2.74K	0.01%
BLAIR WILLIAM & CO/IL	2.63K	Jun 30, 26	+764	0.01%
Asset Dedication, LLC	2.56K	Jun 30, 26	--	0.01%
Clearstead Advisors, LLC	1.81K	Jun 30, 26	+15	0.01%
Aptus Capital Advisors, LLC	1.38K	Jun 30, 26	+1.19K	0.00%
EverSource Wealth Advisors, LLC	928	Jun 30, 26	-678	0.00%
HARBOUR INVESTMENTS, INC.	906	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	859	Jun 30, 26	-18	0.00%
Ashton Thomas Private Wealth, LLC	851	Jun 30, 26	+66	0.00%
Allworth Financial LP	849	Jun 30, 26	-4	0.00%
HUNTINGTON NATIONAL BANK	665	Jun 30, 26	+665	0.00%
Cape Investment Advisory, Inc.	650	Jun 30, 26	+650	0.00%
Strategic Wealth Partners, Ltd.	622	Jun 30, 26	-13	0.00%
Ronald Blue Trust, Inc.	499	Jun 30, 26	--	0.00%
Crewe Advisors LLC	457	Jun 30, 26	+457	0.00%
VANGUARD ADVISERS INC	417	Jun 30, 26	-29	0.00%
Smartleaf Asset Management LLC	404	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	369	Jun 30, 26	+340	0.00%
Buck Wealth Strategies, LLC	299	Jun 30, 26	+299	0.00%
Golden State Wealth Management, LLC	229	Jun 30, 26	--	0.00%
Rossby Financial, LCC	215	Jun 30, 26	-14	0.00%
NATIONAL BANK OF CANADA /FI/	204	Jun 30, 26	+10	0.00%
Cornerstone Planning Group LLC	198	Jun 30, 26	--	0.00%
Mosley Wealth Management	165	Jun 30, 26	-894	0.00%
WOLFF WIESE MAGANA LLC	140	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	112	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	106	Jun 30, 26	-52	0.00%
Greykasell Wealth Strategies, Inc.	96	Jun 30, 26	+1	0.00%
MCF Advisors LLC	66	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	57	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	47	Jun 30, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	43	Jun 30, 26	-99	0.00%
Capital Investment Advisory Services, LLC	36	Jun 30, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	35	Jun 30, 26	--	0.00%
New Republic Capital, LLC	30	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	7	Jun 30, 26	+7	0.00%
10Elms LLP	2	Jun 30, 26	--	0.00%
CITIGROUP INC	2	Jun 30, 26	+2	0.00%
Arlington Trust Co LLC	--	Jun 30, 26	-135	--
Systelligence, LLC	--	Jun 30, 26	-106.41K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Jun 30, 26	-20	--
Root Financial Partners, LLC	--	Jun 30, 26	-396	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-103	--
Cyndeo Wealth Partners, LLC	--	Jun 30, 26	-12.10K	--
Synergy Investment Management, LLC	--	Jun 30, 26	-73	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-2.68K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-1.75K	--
MAI Capital Management	--	Jun 30, 26	-317	--
Independent Advisor Alliance	--	Jun 30, 26	-25.33K	--
Strategic Financial Services, Inc,	1.89M	Mar 31, 26	-2.96K	6.67%
CWM, LLC	561.57K	Mar 31, 26	-113.96K	1.99%
U.S. Capital Wealth Advisors, LLC	49.23K	Mar 31, 26	+34.95K	0.17%
Anchor Investment Management, LLC	100	Mar 31, 26	+100	0.00%
COMERICA BANK	8.51K	Dec 31, 25	--	0.03%
Dentgroup LLC	7.12K	Dec 31, 25	+326	0.03%
FULLCIRCLE WEALTH LLC	5.23K	Sep 30, 25	-1	0.02%
Guerra Advisors Inc	279	Sep 30, 25	+279	0.00%
Abich Financial Wealth Management LLC	79	Sep 30, 25	+79	0.00%
Atria Wealth Solutions, Inc.	5.52K	Jun 30, 25	-64	0.02%
First Horizon Advisors, Inc.	353	Jun 30, 25	--	0.00%
Callan Capital, LLC	131.03K	Mar 31, 25	-905	0.46%
Wade Financial Advisory, Inc	113.07K	Mar 31, 25	+6.84K	0.40%
CAROLINAS WEALTH CONSULTING LLC	--	Mar 31, 25	-525	--
Zions Bancorporation, N.A.	646	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	304.99K	Sep 30, 24	+28.34K	1.08%
Alera Investment Advisors, LLC	151.38K	Sep 30, 24	-63.26K	0.54%
Raymond James Financial Services Advisors, Inc.	7.36K	Sep 30, 24	+161	0.03%
Aspire Wealth Management Corp	592	Sep 30, 24	--	0.00%
Family Asset Management, LLC	61	Sep 30, 24	+61	0.00%
BlackRock Inc.	546	Jun 30, 24	+121	0.00%
Cetera Advisors LLC	8.98K	Mar 31, 24	-680	0.03%
Cetera Advisor Networks LLC	5.30K	Mar 31, 24	+127	0.02%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	10.76K	Sep 30, 23	--	0.04%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-51	--
Baldrige Asset Management LLC	220	Mar 31, 23	+220	0.00%
Sanford Advisory Services, LLC	10.17K	Dec 31, 22	+10.17K	0.04%
MUFG Americas Holdings Corp	25.37K	Sep 30, 22	-10.40K	0.09%
55I, LLC	13.47K	Sep 30, 22	+3.88K	0.05%
Covington Capital Management	1.02K	Sep 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-114	--
CAPITAL ONE FINANCIAL CORP	11.28K	Mar 31, 22	-77.26K	0.04%
REILLY FINANCIAL ADVISORS, LLC	148	Dec 31, 21	+148	0.00%
QCI ASSET MANAGEMENT INC/NY	5.20K	Sep 30, 21	--	0.02%
BOYS ARNOLD & CO INC	--	Mar 31, 20	-8.05K	--
CAPITAL ONE, NATIONAL ASSOCIATION	10.98K	Dec 31, 19	+10.98K	0.04%
Advisor Group, Inc.	5.93K	Dec 31, 19	+1.47K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.67K	Dec 31, 19	+217	0.02%
Capital One Investing, Inc.	9.64K	Sep 30, 19	+9.64K	0.03%
BB&T SECURITIES, LLC	9.26K	Sep 30, 19	-629	0.03%
WealthTrust Fairport, LLC	5.77K	Mar 31, 19	-106.31K	0.02%
NEXT Financial Holdings	500	Mar 31, 19	+500	0.00%
Opes Advisors Inc	33.09K	Dec 31, 18	-74.59K	0.12%
Spruce Investment Advisors LLC	107.87K	Dec 31, 17	-2.67K	0.38%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

VANTAGEPOINT INVESTMENT ADVISERS LLC

2.92M

Jun 30, 26

-92.39K

10.33%

JPMORGAN CHASE & CO

2.67M

Jun 30, 26

-161.91K

9.44%

Dynasty Wealth Management, LLC

1.60M

Jun 30, 26

+8.27K

5.65%

Sixth Street Partners Management Company, L.P.

1.44M

Jun 30, 26

+1.44M

5.08%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.44M

Jun 30, 26

+849.62K

5.08%

SAGESPRING WEALTH PARTNERS, LLC

1.42M

Jun 30, 26

+37.99K

5.02%

WELLS FARGO & COMPANY/MN

1.28M

Jun 30, 26

+13.27K

4.54%

AMERIPRISE FINANCIAL INC

876.08K

Jun 30, 26

+267.12K

3.10%

MORGAN STANLEY

844.81K

Jun 30, 26

+7.21K

2.99%

LPL Financial LLC

819.08K

Jun 30, 26

+78.40K

2.90%

FMR LLC

699.12K

Jun 30, 26

-22.54K

2.47%

RAYMOND JAMES FINANCIAL INC

649.01K

Jun 30, 26

+35.37K

2.30%

Annex Advisory Services, LLC

637.19K

Jun 30, 26

+45.34K

2.25%

Pure Financial Advisors, LLC

584.65K

Jun 30, 26

+1.25K

2.07%

Ascent Group, LLC

578.24K

Jun 30, 26

-140.19K

2.04%

ENVESTNET ASSET MANAGEMENT INC

443.26K

Jun 30, 26

-24.90K

1.57%

Larson Financial Group LLC

437.50K

Jun 30, 26

+41.97K

1.55%

BANK OF AMERICA CORP /DE/

390.65K

Jun 30, 26

+94.33K

1.38%

Dynamic Advisor Solutions LLC

344.19K

Jun 30, 26

+22.00K

1.22%

Equitable Holdings, Inc.

308.94K

Jun 30, 26

+28.73K

1.09%

OLD MISSION CAPITAL LLC

187.15K

Jun 30, 26

-83.57K

0.66%

Callan Family Office, LLC

176.83K

Jun 30, 26

+13.92K

0.63%

Frontier Asset Management, LLC

165.23K

Jun 30, 26

+4.95K

0.58%

Amplius Wealth Advisors, LLC

159.01K

Jun 30, 26

+16.17K

0.56%

MERCER GLOBAL ADVISORS INC /ADV

156.17K

Jun 30, 26

+813

0.55%

Hixon Zuercher, LLC

150.55K

Jun 30, 26

+2.89K

0.53%

COMMONWEALTH EQUITY SERVICES, LLC

150.44K

Jun 30, 26

+31.01K

0.53%

Foundations Investment Advisors, LLC

141.34K

Jun 30, 26

-525

0.50%

Integrated Wealth Concepts LLC

137.70K

Jun 30, 26

+2.95K

0.49%

Weil Company, Inc.

135.55K

Jun 30, 26

+5.35K

0.48%

JT Stratford LLC

130.93K

Jun 30, 26

-55.91K

0.46%

Armbruster Capital Management, Inc.

125.33K

Jun 30, 26

-5.89K

0.44%

EXCHANGE TRADED CONCEPTS, LLC

119.62K

Jun 30, 26

+18.90K

0.42%

Federation des caisses Desjardins du Quebec

115.11K

Jun 30, 26

-3.08K

0.41%

Vise Technologies, Inc.

114.55K

Jun 30, 26

+37.91K

0.41%

JANE STREET GROUP, LLC

112.36K

Jun 30, 26

+46.63K

0.40%

ROYAL BANK OF CANADA

111.98K

Jun 30, 26

+103.14K

0.40%

AlphaCore Capital LLC

109.75K

Jun 30, 26

-1.14K

0.39%

ARQ WEALTH ADVISORS, LLC

103.75K

Jun 30, 26

+15.94K

0.37%

Stokes Family Office, LLC

87.61K

Jun 30, 26

-120.69K

0.31%

RHS Financial, LLC

86.01K

Jun 30, 26

-17.81K

0.30%

Modern Wealth Management, LLC

85.52K

Jun 30, 26

-22.89K

0.30%

Farther Finance Advisors, LLC

76.61K

Jun 30, 26

-4.75K

0.27%

Cerity Partners LLC

75.22K

Jun 30, 26

+2.33K

0.27%

Plancorp, LLC

75.09K

Jun 30, 26

+75.09K

0.27%

Cetera Investment Advisers

73.95K

Jun 30, 26

-2.05K

0.26%

LifeGoal Wealth Advisors

69.83K

Jun 30, 26

+6.08K

0.25%

Beirne Wealth Consulting Services, LLC

69.14K

Jun 30, 26

+211

0.24%

MorganRosel Wealth Management, LLC

68.94K

Jun 30, 26

+68.94K

0.24%

YHB Investment Advisors, Inc.

67.40K

Jun 30, 26

+36.69K

0.24%

Sanctuary Advisors, LLC

62.23K

Jun 30, 26

-1.13K

0.22%

Veridan Wealth LLC

59.65K

Jun 30, 26

-4.76K

0.21%

BANK OF MONTREAL /CAN/

57.52K

Jun 30, 26

-1.20K

0.20%

PARK AVENUE SECURITIES LLC

56.53K

Jun 30, 26

-5.88K

0.20%

ADVISOR GROUP HOLDINGS, INC.

56.51K

Jun 30, 26

+3.52K

0.20%

SRS Capital Advisors, Inc.

53.05K

Jun 30, 26

+53.05K

0.19%

Private Advisor Group, LLC

52.96K

Jun 30, 26

-78.57K

0.19%

Beacon Pointe Advisors, LLC

52.78K

Jun 30, 26

+690

0.19%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

50.24K

Jun 30, 26

-20.76K

0.18%

Mariner, LLC

49.25K

Jun 30, 26

+1.29K

0.17%

Keebeck Wealth Management, LLC

49.18K

Jun 30, 26

-3.85K

0.17%

HighTower Advisors, LLC

46.60K

Jun 30, 26

-1.37K

0.16%

Intrua Financial, LLC

42.83K

Jun 30, 26

+1.73K

0.15%

UNIQUE WEALTH, LLC

42.41K

Jun 30, 26

-21.23K

0.15%

Quotient Wealth Partners, LLC

40.12K

Jun 30, 26

+105

0.14%

THRIVENT FINANCIAL FOR LUTHERANS

38.34K

Jun 30, 26

-27

0.14%

WETZEL INVESTMENT ADVISORS, INC.

33.47K

Jun 30, 26

-2.19K

0.12%

Ullmann Wealth Partners Group, LLC

32.69K

Jun 30, 26

-6.01K

0.12%

5T Wealth, LLC

31.90K

Jun 30, 26

-2.43K

0.11%

One Wealth Advisors, LLC

31.84K

Jun 30, 26

+144

0.11%

Goldstein Advisors, LLC

30.92K

Jun 30, 26

+3.27K

0.11%

MML INVESTORS SERVICES, LLC

28.96K

Jun 30, 26

+23.88K

0.10%

Kingsview Wealth Management, LLC

28.45K

Jun 30, 26

-3.49K

0.10%

Resources Investment Advisors, LLC.

27.99K

Jun 30, 26

+10.88K

0.10%

First Citizens Financial Corp

25.98K

Jun 30, 26

+3.13K

0.09%

Horst & Graben Wealth Management LLC

23.91K

Jun 30, 26

-209

0.08%

Stratos Wealth Partners, LTD.

23.79K

Jun 30, 26

+1.34K

0.08%

Riverpoint Wealth Management Holdings, LLC

23.73K

Jun 30, 26

+120

0.08%

Stonebridge Wealth Management, LLC

22.48K

Jun 30, 26

-277

0.08%

Kestra Advisory Services, LLC

22.48K

Jun 30, 26

-678

0.08%

Strategic Blueprint, LLC

21.99K

Jun 30, 26

+2.70K

0.08%

Hirtle Callaghan & Co LLC

21.29K

Jun 30, 26

-27

0.08%

Riverbend Wealth Management, LLC

21.02K

Jun 30, 26

+21.02K

0.07%

PFG Advisors

20.54K

Jun 30, 26

-11.03K

0.07%

UBS Group AG

20.44K

Jun 30, 26

+886

0.07%

KICKSTAND VENTURES, LLC.

20.26K

Jun 30, 26

-6

0.07%

KINGSWOOD WEALTH ADVISORS, LLC

19.47K

Jun 30, 26

-2.17K

0.07%

Empirical Asset Management, LLC

19.26K

Jun 30, 26

+518

0.07%

TSA Wealth Managment LLC

18.86K

Jun 30, 26

+20

0.07%

CAPTRUST FINANCIAL ADVISORS

18.80K

Jun 30, 26

+352

0.07%

PHILLIPS FINANCIAL MANAGEMENT, LLC

17.81K

Jun 30, 26

-1.16K

0.06%

Traveka Wealth, LLC

15.89K

Jun 30, 26

+531

0.06%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

15.18K

Jun 30, 26

+498

0.05%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

14.51K

Jun 30, 26

+2.15K

0.05%

Global Retirement Partners, LLC

14.33K

Jun 30, 26

+14.33K

0.05%

Lansing Street Advisors

14.27K

Jun 30, 26

+44

0.05%

Clearwater Capital Advisors, LLC

14.15K

Jun 30, 26

-861

0.05%

Gallacher Capital Management LLC

13.87K

Jun 30, 26

-1.14K

0.05%

Diversify Advisory Services, LLC

13.79K

Jun 30, 26

+13.79K

0.05%

DIVERSIFY WEALTH MANAGEMENT, LLC

13.79K

Jun 30, 26

-3.26K

0.05%

Hibernia Wealth Partners, LLC

13.26K

Jun 30, 26

-11.39K

0.05%

Cypress Wealth Services, LLC

13.17K

Jun 30, 26

+629

0.05%

Wealth Alliance

12.33K

Jun 30, 26

-2.67K

0.04%

AQR CAPITAL MANAGEMENT LLC

11.91K

Jun 30, 26

+5.01K

0.04%

PARSONS CAPITAL MANAGEMENT INC/RI

11.64K

Jun 30, 26

+766

0.04%

BEACON FINANCIAL GROUP

11.24K

Jun 30, 26

0.04%

FIFTH THIRD BANCORP

11.00K

Jun 30, 26

+2.33K

0.04%

Inspire Advisors, LLC

10.99K

Jun 30, 26

-1.36K

0.04%

Rockefeller Capital Management L.P.

10.81K

Jun 30, 26

+10.27K

0.04%

Cambridge Investment Research Advisors, Inc.

10.51K

Jun 30, 26

-208

0.04%

J.W. COLE ADVISORS, INC.

9.51K

Jun 30, 26

+16

0.03%

Williams & Novak, LLC

9.50K

Jun 30, 26

0.03%

GOLDMAN SACHS GROUP INC

9.10K

Jun 30, 26

+9.10K

0.03%

NewEdge Advisors, LLC

9.10K

Jun 30, 26

+1.96K

0.03%

Worth Asset Management, LLC

9.03K

Jun 30, 26

+650

0.03%

Quantinno Capital Management LP

9.03K

Jun 30, 26

+3.03K

0.03%

Heck Capital Advisors, LLC

8.71K

Jun 30, 26

+165

0.03%

Quadrature Capital Ltd

8.60K

Jun 30, 26

+8.60K

0.03%

Atomi Financial Group, Inc.

8.36K

Jun 30, 26

0.03%

Affinity Capital Advisors, LLC

7.88K

Jun 30, 26

-251

0.03%

PRIVATE TRUST CO NA

7.82K

Jun 30, 26

-385

0.03%

KM Capital Management Ltd.

7.60K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.59K

Jun 30, 26

-468

0.03%

BOURGEON CAPITAL MANAGEMENT LLC

7.46K

Jun 30, 26

-1.15K

0.03%

Jordan Park Group LLC

7.34K

Jun 30, 26

+2.23K

0.03%

Merit Financial Group, LLC

6.54K

Jun 30, 26

-369

0.02%

FIDUCIARY TRUST CO

6.04K

Jun 30, 26

+6.04K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

5.90K

Jun 30, 26

+5.90K

0.02%

Atlas Legacy Advisors, LLC

5.90K

Jun 30, 26

0.02%

CITADEL ADVISORS LLC

5.83K

Jun 30, 26

-22.53K

0.02%

Csenge Advisory Group

5.83K

Jun 30, 26

-535

0.02%

Barnes Wealth Management Group, Inc

5.63K

Jun 30, 26

-174

0.02%

Advisory Services Network, LLC

5.62K

Jun 30, 26

-160

0.02%

Savant Capital, LLC

5.61K

Jun 30, 26

+5.61K

0.02%

Seed Wealth Management, Inc.

5.50K

Jun 30, 26

0.02%

Aspire Private Capital, LLC

5.18K

Jun 30, 26

-282

0.02%

SCOTIA CAPITAL INC.

5.15K

Jun 30, 26

0.02%

IFP Advisors, Inc

5.14K

Jun 30, 26

-19

0.02%

ASSETMARK, INC

5.14K

Jun 30, 26

-451

0.02%

NOVEM GROUP

5.03K

Jun 30, 26

-397

0.02%

Envestnet Portfolio Solutions, Inc.

4.76K

Jun 30, 26

-83

0.02%

Financial Freedom, LLC

4.71K

Jun 30, 26

-374

0.02%

Creative Planning

4.65K

Jun 30, 26

+175

0.02%

McAdam, LLC

4.63K

Jun 30, 26

-258

0.02%

PRINCIPAL SECURITIES, INC.

4.60K

Jun 30, 26

+13

0.02%

Ascent Wealth Partners, LLC

4.46K

Jun 30, 26

0.02%

CI Private Wealth, LLC

4.45K

Jun 30, 26

+4.45K

0.02%

Hoxton Planning & Management, LLC

4.28K

Jun 30, 26

-198

0.02%

PUREfi Wealth, LLC

4.20K

Jun 30, 26

-147

0.01%

FIRETHORN WEALTH PARTNERS, LLC

4.12K

Jun 30, 26

-183

0.01%

Ridgeline Wealth, LLC

4.03K

Jun 30, 26

0.01%

Mayflower Financial Advisors, LLC

3.94K

Jun 30, 26

0.01%

KELLY FINANCIAL GROUP LLC

3.83K

Jun 30, 26

-20

0.01%

Accelerate Investment Advisors LLC

3.71K

Jun 30, 26

+258

0.01%

Acropolis Investment Management, LLC

3.60K

Jun 30, 26

0.01%

Patriot Financial Group Insurance Agency, LLC

3.51K

Jun 30, 26

-3.63K

0.01%

NewEdge Wealth, LLC

3.48K

Jun 30, 26

-63

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

3.43K

Jun 30, 26

0.01%

CABOT WEALTH MANAGEMENT INC

3.40K

Jun 30, 26

-395

0.01%

SEEDS INVESTOR LLC

3.38K

Jun 30, 26

-211

0.01%

DecisionMap Wealth Management, LLC

3.34K

Jun 30, 26

-169

0.01%

MGO ONE SEVEN LLC

3.30K

Jun 30, 26

-27

0.01%

US BANCORP \DE\

3.11K

Jun 30, 26

+39

0.01%

MATHER GROUP, LLC.

3.01K

Jun 30, 26

+1.92K

0.01%

BlackRock, Inc.

2.95K

Jun 30, 26

-23

0.01%

W ADVISORS, LLC

2.91K

Jun 30, 26

+2.91K

0.01%

SageView Advisory Group, LLC

2.90K

Jun 30, 26

+2.90K

0.01%

AE Wealth Management LLC

2.89K

Jun 30, 26

+1.92K

0.01%

Capital Advisors, Ltd. LLC

2.86K

Jun 30, 26

-411

0.01%

PINNACLE ASSOCIATES LTD

2.86K

Jun 30, 26

+2.86K

0.01%

Pinnacle Wealth Management Advisory Group, LLC

2.77K

Jun 30, 26

+2.77K

0.01%

Wealthspire Advisors, LLC

2.76K

Jun 30, 26

+2.76K

0.01%

Savvy Advisors, Inc.

2.74K

Jun 30, 26

+2.74K

0.01%

BLAIR WILLIAM & CO/IL

2.63K

Jun 30, 26

+764

0.01%

Asset Dedication, LLC

2.56K

Jun 30, 26

0.01%

Clearstead Advisors, LLC

1.81K

Jun 30, 26

+15

0.01%

Aptus Capital Advisors, LLC

1.38K

Jun 30, 26

+1.19K

0.00%

EverSource Wealth Advisors, LLC

928

Jun 30, 26

-678

0.00%

HARBOUR INVESTMENTS, INC.

906

Jun 30, 26

0.00%

CoreCap Advisors, LLC

859

Jun 30, 26

-18

0.00%

Ashton Thomas Private Wealth, LLC

851

Jun 30, 26

+66

0.00%

Allworth Financial LP

849

Jun 30, 26

-4

0.00%

HUNTINGTON NATIONAL BANK

665

Jun 30, 26

+665

0.00%

Cape Investment Advisory, Inc.

650

Jun 30, 26

+650

0.00%

Strategic Wealth Partners, Ltd.

622

Jun 30, 26

-13

0.00%

Ronald Blue Trust, Inc.

499

Jun 30, 26

0.00%

Crewe Advisors LLC

457

Jun 30, 26

+457

0.00%

VANGUARD ADVISERS INC

417

Jun 30, 26

-29

0.00%

Smartleaf Asset Management LLC

404

Jun 30, 26

0.00%

Parallel Advisors, LLC

369

Jun 30, 26

+340

0.00%

Buck Wealth Strategies, LLC

299

Jun 30, 26

+299

0.00%

Golden State Wealth Management, LLC

229

Jun 30, 26

0.00%

Rossby Financial, LCC

215

Jun 30, 26

-14

0.00%

NATIONAL BANK OF CANADA /FI/

204

Jun 30, 26

+10

0.00%

Cornerstone Planning Group LLC

198

Jun 30, 26

0.00%

Mosley Wealth Management

165

Jun 30, 26

-894

0.00%

WOLFF WIESE MAGANA LLC

140

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

112

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

106

Jun 30, 26

-52

0.00%

Greykasell Wealth Strategies, Inc.

Jun 30, 26

0.00%

MCF Advisors LLC

Jun 30, 26

0.00%

CGC Financial Services, LLC

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

-99

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

New Republic Capital, LLC

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

0.00%

10Elms LLP

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

Arlington Trust Co LLC

Jun 30, 26

-135

Systelligence, LLC

Jun 30, 26

-106.41K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-20

Root Financial Partners, LLC

Jun 30, 26

-396

Qube Research & Technologies Ltd

Jun 30, 26

-103

Cyndeo Wealth Partners, LLC

Jun 30, 26

-12.10K

Synergy Investment Management, LLC

Jun 30, 26

-73

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-2.68K

Destiny Wealth Partners, LLC

Jun 30, 26

-1.75K

MAI Capital Management

Jun 30, 26

-317

Independent Advisor Alliance

Jun 30, 26

-25.33K

Strategic Financial Services, Inc,

1.89M

Mar 31, 26

-2.96K

6.67%

CWM, LLC

561.57K

Mar 31, 26

-113.96K

1.99%

U.S. Capital Wealth Advisors, LLC

49.23K

Mar 31, 26

+34.95K

0.17%

Anchor Investment Management, LLC

100

Mar 31, 26

+100

0.00%

COMERICA BANK

8.51K

Dec 31, 25

0.03%

Dentgroup LLC

7.12K

Dec 31, 25

+326

0.03%

FULLCIRCLE WEALTH LLC

5.23K

Sep 30, 25

-1

0.02%

Guerra Advisors Inc

279

Sep 30, 25

+279

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+79

0.00%

Atria Wealth Solutions, Inc.

5.52K

Jun 30, 25

-64

0.02%

First Horizon Advisors, Inc.

353

Jun 30, 25

0.00%

Callan Capital, LLC

131.03K

Mar 31, 25

-905

0.46%

Wade Financial Advisory, Inc

113.07K

Mar 31, 25

+6.84K

0.40%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-525

Zions Bancorporation, N.A.

646

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

304.99K

Sep 30, 24

+28.34K

1.08%

Alera Investment Advisors, LLC

151.38K

Sep 30, 24

-63.26K

0.54%

Raymond James Financial Services Advisors, Inc.

7.36K

Sep 30, 24

+161

0.03%

Aspire Wealth Management Corp

592

Sep 30, 24

0.00%

Family Asset Management, LLC

Sep 30, 24

+61

0.00%

BlackRock Inc.

546

Jun 30, 24

+121

0.00%

Cetera Advisors LLC

8.98K

Mar 31, 24

-680

0.03%

Cetera Advisor Networks LLC

5.30K

Mar 31, 24

+127

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

10.76K

Sep 30, 23

0.04%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-51

Baldrige Asset Management LLC

220

Mar 31, 23

+220

0.00%

Sanford Advisory Services, LLC

10.17K

Dec 31, 22

+10.17K

0.04%

MUFG Americas Holdings Corp

25.37K

Sep 30, 22

-10.40K

0.09%

55I, LLC

13.47K

Sep 30, 22

+3.88K

0.05%

Covington Capital Management

1.02K

Sep 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-114

CAPITAL ONE FINANCIAL CORP

11.28K

Mar 31, 22

-77.26K

0.04%

REILLY FINANCIAL ADVISORS, LLC

148

Dec 31, 21

+148

0.00%

QCI ASSET MANAGEMENT INC/NY

5.20K

Sep 30, 21

0.02%

BOYS ARNOLD & CO INC

Mar 31, 20

-8.05K

CAPITAL ONE, NATIONAL ASSOCIATION

10.98K

Dec 31, 19

+10.98K

0.04%

Advisor Group, Inc.

5.93K

Dec 31, 19

+1.47K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.67K

Dec 31, 19

+217

0.02%

Capital One Investing, Inc.

9.64K

Sep 30, 19

+9.64K

0.03%

BB&T SECURITIES, LLC

9.26K

Sep 30, 19

-629

0.03%

WealthTrust Fairport, LLC

5.77K

Mar 31, 19

-106.31K

0.02%

NEXT Financial Holdings

500

Mar 31, 19

+500

0.00%

Opes Advisors Inc

33.09K

Dec 31, 18

-74.59K

0.12%

Spruce Investment Advisors LLC

107.87K

Dec 31, 17

-2.67K

0.38%