iShares iBonds Dec 2033 Term Corporate ETF(IBDY)

$24.97—Stale · unknown old

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iShares iBonds Dec 2033 Term Corporate ETF(IBDY)

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$24.97—Stale · unknown old

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IBDY(IBDY)

IBDY

Institutional Ownership

Top 198 Institutional Holders

Holder	Shares	Date	Change	% Held
Capital Investment Advisors, LLC	3.30M	Jun 30, 26	+193.12K	7.56%
MORGAN STANLEY	2.34M	Jun 30, 26	+75.23K	5.35%
BANK OF AMERICA CORP /DE/	2.14M	Jun 30, 26	+209.41K	4.91%
CAPITAL ADVISORS INC/OK	1.90M	Jun 30, 26	+1.90M	4.35%
SIGMA INVESTMENT COUNSELORS INC	1.48M	Jun 30, 26	+93.40K	3.39%
Summit Financial, LLC	1.14M	Jun 30, 26	-895.42K	2.62%
SUMMITRY LLC	1.04M	Jun 30, 26	+17.18K	2.39%
MV CAPITAL MANAGEMENT, INC.	944.85K	Jun 30, 26	+7.63K	2.16%
US BANCORP \DE\	863.84K	Jun 30, 26	+59.81K	1.98%
HighTower Advisors, LLC	738.62K	Jun 30, 26	+115.57K	1.69%
RAYMOND JAMES FINANCIAL INC	738.41K	Jun 30, 26	+182.03K	1.69%
Envision Financial Planning, LLC	737.99K	Jun 30, 26	-100.61K	1.69%
AMERIPRISE FINANCIAL INC	716.88K	Jun 30, 26	+48.02K	1.64%
WELLS FARGO & COMPANY/MN	679.81K	Jun 30, 26	+34.30K	1.56%
UBS Group AG	616.60K	Jun 30, 26	+82.45K	1.41%
ARROW FINANCIAL CORP	610.06K	Jun 30, 26	+20.26K	1.40%
Rockefeller Capital Management L.P.	516.08K	Jun 30, 26	+7.35K	1.18%
MB, LEVIS & ASSOCIATES, LLC	495.50K	Jun 30, 26	+5.27K	1.13%
Sound View Wealth Advisors Group, LLC	490.59K	Jun 30, 26	+453.37K	1.12%
COMMONWEALTH EQUITY SERVICES, LLC	434.89K	Jun 30, 26	+11.71K	1.00%
INSTRUMENTAL WEALTH, LLC	418.54K	Jun 30, 26	+1.75K	0.96%
Janney Montgomery Scott LLC	415.63K	Jun 30, 26	+27.38K	0.95%
LPL Financial LLC	388.88K	Jun 30, 26	+26.09K	0.89%
ROYAL BANK OF CANADA	372.49K	Jun 30, 26	+101.34K	0.85%
Kestra Advisory Services, LLC	335.08K	Jun 30, 26	+2.10K	0.77%
Guidance Point Advisors, LLC	289.08K	Jun 30, 26	+10.80K	0.66%
Lido Advisors, LLC	261.00K	Jun 30, 26	+26.89K	0.60%
Concurrent Investment Advisors, LLC	247.00K	Jun 30, 26	+247.00K	0.57%
Parallel Advisors, LLC	234.64K	Jun 30, 26	+21.62K	0.54%
HANCOCK WHITNEY CORP	233.77K	Jun 30, 26	+7.47K	0.54%
Probity Advisors, Inc.	231.20K	Jun 30, 26	+41.87K	0.53%
Mariner, LLC	227.09K	Jun 30, 26	-69.37K	0.52%
Ironwood Financial, llc	210.24K	Jun 30, 26	+193.53K	0.48%
Krilogy Financial LLC	204.92K	Jun 30, 26	-2.85K	0.47%
LYELL WEALTH MANAGEMENT, LP	204.79K	Jun 30, 26	+23.35K	0.47%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	204.58K	Jun 30, 26	-71.02K	0.47%
CITADEL ADVISORS LLC	187.68K	Jun 30, 26	+98.24K	0.43%
4Thought Financial Group Inc.	185.96K	Jun 30, 26	+10.28K	0.43%
BENJAMIN EDWARDS INC	152.73K	Jun 30, 26	-25.87K	0.35%
PRECEDENT WEALTH PARTNERS, LLC	151.32K	Jun 30, 26	+22.78K	0.35%
Evergreen Private Wealth LLC	142.12K	Jun 30, 26	+6.82K	0.33%
JAMES INVESTMENT RESEARCH INC	130.10K	Jun 30, 26	-7.45K	0.30%
MERCER GLOBAL ADVISORS INC /ADV	128.95K	Jun 30, 26	+15.09K	0.30%
ENVESTNET ASSET MANAGEMENT INC	128.61K	Jun 30, 26	-5.47K	0.29%
EP Wealth Advisors, LLC	128.51K	Jun 30, 26	+128.51K	0.29%
ADIRONDACK TRUST CO	128.14K	Jun 30, 26	+9.22K	0.29%
HOWLAND CAPITAL MANAGEMENT LLC	126.69K	Jun 30, 26	+37.54K	0.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	125.68K	Jun 30, 26	+35.94K	0.29%
FIRST INTERSTATE BANK	119.68K	Jun 30, 26	-1.82M	0.27%
Atlantic Union Bankshares Corp	112.70K	Jun 30, 26	-36.92K	0.26%
Michael S. Ryan, Inc.	100.19K	Jun 30, 26	-851	0.23%
Resources Investment Advisors, LLC.	95.78K	Jun 30, 26	-10.00K	0.22%
Stonebrook Private Inc.	94.31K	Jun 30, 26	+1.27K	0.22%
McGlone Suttner Wealth Management, Inc.	90.47K	Jun 30, 26	+1.05K	0.21%
Seneca House Advisors	88.08K	Jun 30, 26	-6.76K	0.20%
Segment Wealth Management, LLC	80.50K	Jun 30, 26	+10.44K	0.18%
Klingman & Associates, LLC	78.83K	Jun 30, 26	+78.83K	0.18%
COWA, LLC	76.75K	Jun 30, 26	+9.96K	0.18%
ASSOCIATED BANC-CORP	75.76K	Jun 30, 26	+7.84K	0.17%
Archford Capital Strategies, LLC	72.91K	Jun 30, 26	-4.30K	0.17%
Roble, Belko & Company, Inc	68.80K	Jun 30, 26	+15.41K	0.16%
FULTON BREAKEFIELD BROENNIMAN LLC	66.72K	Jun 30, 26	+7.91K	0.15%
JANE STREET GROUP, LLC	66.00K	Jun 30, 26	-267.59K	0.15%
Wilkins Miller Wealth Management, LLC	62.84K	Jun 30, 26	+1.32K	0.14%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	62.57K	Jun 30, 26	+647	0.14%
J.W. COLE ADVISORS, INC.	62.22K	Jun 30, 26	-354	0.14%
Glenview Trust Co	57.89K	Jun 30, 26	+26.78K	0.13%
NovaPoint Capital, LLC	54.47K	Jun 30, 26	+5.49K	0.12%
MEITAV INVESTMENT HOUSE LTD	52.64K	Jun 30, 26	+1.84K	0.12%
COLDSTREAM CAPITAL MANAGEMENT INC	49.87K	Jun 30, 26	-887	0.11%
Paradigm, Strategies in Wealth Management, LLC	48.31K	Jun 30, 26	+1.35K	0.11%
FIRST NATIONAL TRUST CO	44.99K	Jun 30, 26	+12.01K	0.10%
Cetera Investment Advisers	43.99K	Jun 30, 26	+4.80K	0.10%
CAPTRUST FINANCIAL ADVISORS	43.09K	Jun 30, 26	+10	0.10%
ADVISOR GROUP HOLDINGS, INC.	41.07K	Jun 30, 26	+9.37K	0.09%
LITTLE HOUSE CAPITAL LLC	39.16K	Jun 30, 26	+1.00K	0.09%
Jacobi Capital Management LLC	38.32K	Jun 30, 26	+9.56K	0.09%
Gilbert & Cook, Inc.	38.02K	Jun 30, 26	--	0.09%
Clearstead Advisors, LLC	37.26K	Jun 30, 26	+3.77K	0.09%
IFP Advisors, Inc	34.53K	Jun 30, 26	+4.89K	0.08%
Montecito Bank & Trust	33.04K	Jun 30, 26	+1.06K	0.08%
10Elms LLP	32.32K	Jun 30, 26	+9.93K	0.07%
Stokes Family Office, LLC	31.08K	Jun 30, 26	+3.83K	0.07%
Reliant Wealth Planning	29.28K	Jun 30, 26	-7.73K	0.07%
CVA Family Office, LLC	29.14K	Jun 30, 26	--	0.07%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	28.47K	Jun 30, 26	--	0.07%
Rose Capital Advisors LLC	28.37K	Jun 30, 26	+28.37K	0.06%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	28.31K	Jun 30, 26	-11.34K	0.06%
Sterling Investment Advisors, Ltd.	27.35K	Jun 30, 26	+3.61K	0.06%
Valmark Advisers, Inc.	26.27K	Jun 30, 26	+4.31K	0.06%
Helen Stephens Group, LLC	25.97K	Jun 30, 26	+25.97K	0.06%
Beacon Pointe Advisors, LLC	25.39K	Jun 30, 26	-2.43K	0.06%
FORVIS Wealth Advisors, LLC	22.68K	Jun 30, 26	--	0.05%
NESTEGG ADVISORS, INC.	21.98K	Jun 30, 26	-46	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	21.64K	Jun 30, 26	+2.19K	0.05%
LBMC INVESTMENT ADVISORS, LLC	21.37K	Jun 30, 26	--	0.05%
Gryphon Financial Partners LLC	21.33K	Jun 30, 26	-1.49K	0.05%
Addison Advisors LLC	19.93K	Jun 30, 26	-11.32K	0.05%
ROMANO BROTHERS AND COMPANY	18.11K	Jun 30, 26	+5.42K	0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	17.59K	Jun 30, 26	-2.20K	0.04%
Advisory Services Network, LLC	17.21K	Jun 30, 26	+312	0.04%
Gradient Capital Advisors, LLC	16.91K	Jun 30, 26	+582	0.04%
Creative Planning	16.57K	Jun 30, 26	-234	0.04%
OPPENHEIMER & CO INC	16.30K	Jun 30, 26	+7.52K	0.04%
XML Financial, LLC	15.90K	Jun 30, 26	+2.61K	0.04%
Farnam Financial LLC	15.81K	Jun 30, 26	--	0.04%
BEACON FINANCIAL GROUP	15.46K	Jun 30, 26	+15.46K	0.04%
Redwood Financial Network Corp	15.24K	Jun 30, 26	+278	0.03%
Peloton Wealth Strategists	15.00K	Jun 30, 26	+15.00K	0.03%
CI Private Wealth, LLC	14.53K	Jun 30, 26	+14.53K	0.03%
Belpointe Asset Management LLC	14.36K	Jun 30, 26	+2.84K	0.03%
Venture Visionary Partners LLC	14.14K	Jun 30, 26	--	0.03%
Cherry Tree Wealth Management, LLC	12.77K	Jun 30, 26	+1.15K	0.03%
Lifeworks Advisors, LLC	12.53K	Jun 30, 26	+12.53K	0.03%
LEAVELL INVESTMENT MANAGEMENT, INC.	12.23K	Jun 30, 26	--	0.03%
GOLDMAN SACHS GROUP INC	12.06K	Jun 30, 26	+12.06K	0.03%
JONES FINANCIAL COMPANIES LLLP	11.84K	Jun 30, 26	+2.35K	0.03%
DEARBORN PARTNERS LLC	11.79K	Jun 30, 26	+2.58K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.74K	Jun 30, 26	+3.00K	0.03%
Van Hulzen Asset Management, LLC	11.60K	Jun 30, 26	+364	0.03%
SPINNAKER TRUST	11.57K	Jun 30, 26	+1.49K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	11.38K	Jun 30, 26	+136	0.03%
Koesten, Hirschmann & Crabtree, INC.	11.21K	Jun 30, 26	+3.07K	0.03%
Cambridge Investment Research Advisors, Inc.	10.66K	Jun 30, 26	+1.40K	0.02%
SAX WEALTH ADVISORS, LLC	10.54K	Jun 30, 26	+10.54K	0.02%
Accretive Wealth Partners, LLC	10.39K	Jun 30, 26	--	0.02%
CENTRAL TRUST Co	10.29K	Jun 30, 26	-200	0.02%
Sarver Vrooman Wealth Advisors	10.03K	Jun 30, 26	--	0.02%
Rossmore Private Capital	9.85K	Jun 30, 26	+39	0.02%
MGO ONE SEVEN LLC	9.82K	Jun 30, 26	+52	0.02%
Mutual Advisors, LLC	9.72K	Jun 30, 26	+12	0.02%
Beaumont Asset Management, L.L.C.	9.68K	Jun 30, 26	+9.68K	0.02%
Apollon Wealth Management, LLC	9.55K	Jun 30, 26	+9.55K	0.02%
Great Diamond Partners, LLC	9.53K	Jun 30, 26	+9.53K	0.02%
Chesley Taft & Associates LLC	9.00K	Jun 30, 26	+9.00K	0.02%
TRUIST FINANCIAL CORP	8.79K	Jun 30, 26	--	0.02%
Bullock Wealth Management Group	8.33K	Jun 30, 26	+392	0.02%
Hendershot Investments Inc.	7.95K	Jun 30, 26	--	0.02%
MOSAIC FAMILY WEALTH PARTNERS, LLC	7.80K	Jun 30, 26	+7.80K	0.02%
CHOREO, LLC	7.79K	Jun 30, 26	+7.79K	0.02%
FIFTH THIRD BANCORP	7.36K	Jun 30, 26	-4.25K	0.02%
Jupiter Wealth Management LLC	4.60K	Jun 30, 26	--	0.01%
Hyposwiss Advisors SA	4.14K	Jun 30, 26	+950	0.01%
Integrated Wealth Concepts LLC	3.45K	Jun 30, 26	+3.45K	0.01%
JPMORGAN CHASE & CO	3.32K	Jun 30, 26	-25.49K	0.01%
CNB Bank	3.18K	Jun 30, 26	+152	0.01%
Bogart Wealth, LLC	3.04K	Jun 30, 26	--	0.01%
MidFirst Bank	2.71K	Jun 30, 26	+564	0.01%
FIDUCIARY FINANCIAL ADVISORS	2.58K	Jun 30, 26	+2.58K	0.01%
Princeton Global Asset Management LLC	2.38K	Jun 30, 26	+1.96K	0.01%
BALLAST ADVISORS LLC	2.34K	Jun 30, 26	+1.17K	0.01%
SIGNATUREFD, LLC	1.94K	Jun 30, 26	+1.94K	0.00%
Trust Co	1.94K	Jun 30, 26	--	0.00%
EASTERN BANK	1.70K	Jun 30, 26	+1.70K	0.00%
Bank of New Hampshire	1.60K	Jun 30, 26	+1.00K	0.00%
Physician Wealth Advisors, Inc.	1.57K	Jun 30, 26	+660	0.00%
United Community Bank	1.49K	Jun 30, 26	--	0.00%
Fairway Wealth LLC	1.32K	Jun 30, 26	+1.32K	0.00%
Ashton Thomas Private Wealth, LLC	1.14K	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	1.00K	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	880	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	800	Jun 30, 26	--	0.00%
Key FInancial Inc	564	Jun 30, 26	--	0.00%
AE Wealth Management LLC	424	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	270	Jun 30, 26	+270	0.00%
BlackRock, Inc.	50	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	6	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	Jun 30, 26	--	0.00%
FMR LLC	1	Jun 30, 26	-1.15K	0.00%
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-12.05K	--
Signature Resources Capital Management, LLC	--	Jun 30, 26	-120	--
MCF Advisors LLC	--	Jun 30, 26	-77.21K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-4.31K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-3.22K	--
GTS SECURITIES LLC	--	Jun 30, 26	-129.67K	--
Banque Cantonale Vaudoise	--	Jun 30, 26	-9.33K	--
BESSEMER GROUP INC	--	Jun 30, 26	-9.32K	--
Private Advisor Group, LLC	--	Jun 30, 26	-13.60K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-154	--
Sound Income Strategies, LLC	--	Jun 30, 26	-4.61K	--
Knights of Columbus Asset Advisors LLC	--	Jun 30, 26	-839	--
HRT FINANCIAL LP	--	Jun 30, 26	-10.26K	--
BOSTON FAMILY OFFICE LLC	--	Jun 30, 26	-66.19K	--
CWM, LLC	128.22K	Mar 31, 26	-9.54K	0.29%
Signature Wealth Management Group	105.11K	Mar 31, 26	+248	0.24%
COMERICA BANK	7.36K	Dec 31, 25	--	0.02%
CIBC Private Wealth Group, LLC	315	Dec 31, 25	+315	0.00%
Hemington Wealth Management	2.83K	Sep 30, 25	--	0.01%
AVANTAX ADVISORY SERVICES, INC.	22.24K	Jun 30, 25	+248	0.05%
Sandy Spring Bank	197.29K	Mar 31, 25	+19.17K	0.45%
Sabal Trust CO	174.66K	Mar 31, 25	+18.26K	0.40%
Spectrum Wealth Counsel, LLC	1.29K	Mar 31, 25	--	0.00%
Executive Wealth Management, LLC	137.11K	Dec 31, 24	+38.87K	0.31%
Gateway Advisory, LLC	1.70M	Sep 30, 24	+52.46K	3.90%
RAYMOND JAMES & ASSOCIATES	96.87K	Sep 30, 24	+24.05K	0.22%
Raymond James Financial Services Advisors, Inc.	40.83K	Sep 30, 24	+4.56K	0.09%
BENJAMIN F. EDWARDS & COMPANY, INC.	123.19K	Jun 30, 24	+13.43K	0.28%
BlackRock Inc.	47	Jun 30, 24	-1.11K	0.00%

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Holder

Date

Change

% Held

Capital Investment Advisors, LLC

3.30M

Jun 30, 26

+193.12K

7.56%

MORGAN STANLEY

2.34M

Jun 30, 26

+75.23K

5.35%

BANK OF AMERICA CORP /DE/

2.14M

Jun 30, 26

+209.41K

4.91%

CAPITAL ADVISORS INC/OK

1.90M

Jun 30, 26

+1.90M

4.35%

SIGMA INVESTMENT COUNSELORS INC

1.48M

Jun 30, 26

+93.40K

3.39%

Summit Financial, LLC

1.14M

Jun 30, 26

-895.42K

2.62%

SUMMITRY LLC

1.04M

Jun 30, 26

+17.18K

2.39%

MV CAPITAL MANAGEMENT, INC.

944.85K

Jun 30, 26

+7.63K

2.16%

US BANCORP \DE\

863.84K

Jun 30, 26

+59.81K

1.98%

HighTower Advisors, LLC

738.62K

Jun 30, 26

+115.57K

1.69%

RAYMOND JAMES FINANCIAL INC

738.41K

Jun 30, 26

+182.03K

1.69%

Envision Financial Planning, LLC

737.99K

Jun 30, 26

-100.61K

1.69%

AMERIPRISE FINANCIAL INC

716.88K

Jun 30, 26

+48.02K

1.64%

WELLS FARGO & COMPANY/MN

679.81K

Jun 30, 26

+34.30K

1.56%

UBS Group AG

616.60K

Jun 30, 26

+82.45K

1.41%

ARROW FINANCIAL CORP

610.06K

Jun 30, 26

+20.26K

1.40%

Rockefeller Capital Management L.P.

516.08K

Jun 30, 26

+7.35K

1.18%

MB, LEVIS & ASSOCIATES, LLC

495.50K

Jun 30, 26

+5.27K

1.13%

Sound View Wealth Advisors Group, LLC

490.59K

Jun 30, 26

+453.37K

1.12%

COMMONWEALTH EQUITY SERVICES, LLC

434.89K

Jun 30, 26

+11.71K

1.00%

INSTRUMENTAL WEALTH, LLC

418.54K

Jun 30, 26

+1.75K

0.96%

Janney Montgomery Scott LLC

415.63K

Jun 30, 26

+27.38K

0.95%

LPL Financial LLC

388.88K

Jun 30, 26

+26.09K

0.89%

ROYAL BANK OF CANADA

372.49K

Jun 30, 26

+101.34K

0.85%

Kestra Advisory Services, LLC

335.08K

Jun 30, 26

+2.10K

0.77%

Guidance Point Advisors, LLC

289.08K

Jun 30, 26

+10.80K

0.66%

Lido Advisors, LLC

261.00K

Jun 30, 26

+26.89K

0.60%

Concurrent Investment Advisors, LLC

247.00K

Jun 30, 26

+247.00K

0.57%

Parallel Advisors, LLC

234.64K

Jun 30, 26

+21.62K

0.54%

HANCOCK WHITNEY CORP

233.77K

Jun 30, 26

+7.47K

0.54%

Probity Advisors, Inc.

231.20K

Jun 30, 26

+41.87K

0.53%

Mariner, LLC

227.09K

Jun 30, 26

-69.37K

0.52%

Ironwood Financial, llc

210.24K

Jun 30, 26

+193.53K

0.48%

Krilogy Financial LLC

204.92K

Jun 30, 26

-2.85K

0.47%

LYELL WEALTH MANAGEMENT, LP

204.79K

Jun 30, 26

+23.35K

0.47%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

204.58K

Jun 30, 26

-71.02K

0.47%

CITADEL ADVISORS LLC

187.68K

Jun 30, 26

+98.24K

0.43%

4Thought Financial Group Inc.

185.96K

Jun 30, 26

+10.28K

0.43%

BENJAMIN EDWARDS INC

152.73K

Jun 30, 26

-25.87K

0.35%

PRECEDENT WEALTH PARTNERS, LLC

151.32K

Jun 30, 26

+22.78K

0.35%

Evergreen Private Wealth LLC

142.12K

Jun 30, 26

+6.82K

0.33%

JAMES INVESTMENT RESEARCH INC

130.10K

Jun 30, 26

-7.45K

0.30%

MERCER GLOBAL ADVISORS INC /ADV

128.95K

Jun 30, 26

+15.09K

0.30%

ENVESTNET ASSET MANAGEMENT INC

128.61K

Jun 30, 26

-5.47K

0.29%

EP Wealth Advisors, LLC

128.51K

Jun 30, 26

+128.51K

0.29%

ADIRONDACK TRUST CO

128.14K

Jun 30, 26

+9.22K

0.29%

HOWLAND CAPITAL MANAGEMENT LLC

126.69K

Jun 30, 26

+37.54K

0.29%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

125.68K

Jun 30, 26

+35.94K

0.29%

FIRST INTERSTATE BANK

119.68K

Jun 30, 26

-1.82M

0.27%

Atlantic Union Bankshares Corp

112.70K

Jun 30, 26

-36.92K

0.26%

Michael S. Ryan, Inc.

100.19K

Jun 30, 26

-851

0.23%

Resources Investment Advisors, LLC.

95.78K

Jun 30, 26

-10.00K

0.22%

Stonebrook Private Inc.

94.31K

Jun 30, 26

+1.27K

0.22%

McGlone Suttner Wealth Management, Inc.

90.47K

Jun 30, 26

+1.05K

0.21%

Seneca House Advisors

88.08K

Jun 30, 26

-6.76K

0.20%

Segment Wealth Management, LLC

80.50K

Jun 30, 26

+10.44K

0.18%

Klingman & Associates, LLC

78.83K

Jun 30, 26

+78.83K

0.18%

COWA, LLC

76.75K

Jun 30, 26

+9.96K

0.18%

ASSOCIATED BANC-CORP

75.76K

Jun 30, 26

+7.84K

0.17%

Archford Capital Strategies, LLC

72.91K

Jun 30, 26

-4.30K

0.17%

Roble, Belko & Company, Inc

68.80K

Jun 30, 26

+15.41K

0.16%

FULTON BREAKEFIELD BROENNIMAN LLC

66.72K

Jun 30, 26

+7.91K

0.15%

JANE STREET GROUP, LLC

66.00K

Jun 30, 26

-267.59K

0.15%

Wilkins Miller Wealth Management, LLC

62.84K

Jun 30, 26

+1.32K

0.14%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

62.57K

Jun 30, 26

+647

0.14%

J.W. COLE ADVISORS, INC.

62.22K

Jun 30, 26

-354

0.14%

Glenview Trust Co

57.89K

Jun 30, 26

+26.78K

0.13%

NovaPoint Capital, LLC

54.47K

Jun 30, 26

+5.49K

0.12%

MEITAV INVESTMENT HOUSE LTD

52.64K

Jun 30, 26

+1.84K

0.12%

COLDSTREAM CAPITAL MANAGEMENT INC

49.87K

Jun 30, 26

-887

0.11%

Paradigm, Strategies in Wealth Management, LLC

48.31K

Jun 30, 26

+1.35K

0.11%

FIRST NATIONAL TRUST CO

44.99K

Jun 30, 26

+12.01K

0.10%

Cetera Investment Advisers

43.99K

Jun 30, 26

+4.80K

0.10%

CAPTRUST FINANCIAL ADVISORS

43.09K

Jun 30, 26

+10

0.10%

ADVISOR GROUP HOLDINGS, INC.

41.07K

Jun 30, 26

+9.37K

0.09%

LITTLE HOUSE CAPITAL LLC

39.16K

Jun 30, 26

+1.00K

0.09%

Jacobi Capital Management LLC

38.32K

Jun 30, 26

+9.56K

0.09%

Gilbert & Cook, Inc.

38.02K

Jun 30, 26

0.09%

Clearstead Advisors, LLC

37.26K

Jun 30, 26

+3.77K

0.09%

IFP Advisors, Inc

34.53K

Jun 30, 26

+4.89K

0.08%

Montecito Bank & Trust

33.04K

Jun 30, 26

+1.06K

0.08%

10Elms LLP

32.32K

Jun 30, 26

+9.93K

0.07%

Stokes Family Office, LLC

31.08K

Jun 30, 26

+3.83K

0.07%

Reliant Wealth Planning

29.28K

Jun 30, 26

-7.73K

0.07%

CVA Family Office, LLC

29.14K

Jun 30, 26

0.07%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

28.47K

Jun 30, 26

0.07%

Rose Capital Advisors LLC

28.37K

Jun 30, 26

+28.37K

0.06%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

28.31K

Jun 30, 26

-11.34K

0.06%

Sterling Investment Advisors, Ltd.

27.35K

Jun 30, 26

+3.61K

0.06%

Valmark Advisers, Inc.

26.27K

Jun 30, 26

+4.31K

0.06%

Helen Stephens Group, LLC

25.97K

Jun 30, 26

+25.97K

0.06%

Beacon Pointe Advisors, LLC

25.39K

Jun 30, 26

-2.43K

0.06%

FORVIS Wealth Advisors, LLC

22.68K

Jun 30, 26

0.05%

NESTEGG ADVISORS, INC.

21.98K

Jun 30, 26

-46

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

21.64K

Jun 30, 26

+2.19K

0.05%

LBMC INVESTMENT ADVISORS, LLC

21.37K

Jun 30, 26

0.05%

Gryphon Financial Partners LLC

21.33K

Jun 30, 26

-1.49K

0.05%

Addison Advisors LLC

19.93K

Jun 30, 26

-11.32K

0.05%

ROMANO BROTHERS AND COMPANY

18.11K

Jun 30, 26

+5.42K

0.04%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

17.59K

Jun 30, 26

-2.20K

0.04%

Advisory Services Network, LLC

17.21K

Jun 30, 26

+312

0.04%

Gradient Capital Advisors, LLC

16.91K

Jun 30, 26

+582

0.04%

Creative Planning

16.57K

Jun 30, 26

-234

0.04%

OPPENHEIMER & CO INC

16.30K

Jun 30, 26

+7.52K

0.04%

XML Financial, LLC

15.90K

Jun 30, 26

+2.61K

0.04%

Farnam Financial LLC

15.81K

Jun 30, 26

0.04%

BEACON FINANCIAL GROUP

15.46K

Jun 30, 26

+15.46K

0.04%

Redwood Financial Network Corp

15.24K

Jun 30, 26

+278

0.03%

Peloton Wealth Strategists

15.00K

Jun 30, 26

+15.00K

0.03%

CI Private Wealth, LLC

14.53K

Jun 30, 26

+14.53K

0.03%

Belpointe Asset Management LLC

14.36K

Jun 30, 26

+2.84K

0.03%

Venture Visionary Partners LLC

14.14K

Jun 30, 26

0.03%

Cherry Tree Wealth Management, LLC

12.77K

Jun 30, 26

+1.15K

0.03%

Lifeworks Advisors, LLC

12.53K

Jun 30, 26

+12.53K

0.03%

LEAVELL INVESTMENT MANAGEMENT, INC.

12.23K

Jun 30, 26

0.03%

GOLDMAN SACHS GROUP INC

12.06K

Jun 30, 26

+12.06K

0.03%

JONES FINANCIAL COMPANIES LLLP

11.84K

Jun 30, 26

+2.35K

0.03%

DEARBORN PARTNERS LLC

11.79K

Jun 30, 26

+2.58K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.74K

Jun 30, 26

+3.00K

0.03%

Van Hulzen Asset Management, LLC

11.60K

Jun 30, 26

+364

0.03%

SPINNAKER TRUST

11.57K

Jun 30, 26

+1.49K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

11.38K

Jun 30, 26

+136

0.03%

Koesten, Hirschmann & Crabtree, INC.

11.21K

Jun 30, 26

+3.07K

0.03%

Cambridge Investment Research Advisors, Inc.

10.66K

Jun 30, 26

+1.40K

0.02%

SAX WEALTH ADVISORS, LLC

10.54K

Jun 30, 26

+10.54K

0.02%

Accretive Wealth Partners, LLC

10.39K

Jun 30, 26

0.02%

CENTRAL TRUST Co

10.29K

Jun 30, 26

-200

0.02%

Sarver Vrooman Wealth Advisors

10.03K

Jun 30, 26

0.02%

Rossmore Private Capital

9.85K

Jun 30, 26

+39

0.02%

MGO ONE SEVEN LLC

9.82K

Jun 30, 26

+52

0.02%

Mutual Advisors, LLC

9.72K

Jun 30, 26

+12

0.02%

Beaumont Asset Management, L.L.C.

9.68K

Jun 30, 26

+9.68K

0.02%

Apollon Wealth Management, LLC

9.55K

Jun 30, 26

+9.55K

0.02%

Great Diamond Partners, LLC

9.53K

Jun 30, 26

+9.53K

0.02%

Chesley Taft & Associates LLC

9.00K

Jun 30, 26

+9.00K

0.02%

TRUIST FINANCIAL CORP

8.79K

Jun 30, 26

0.02%

Bullock Wealth Management Group

8.33K

Jun 30, 26

+392

0.02%

Hendershot Investments Inc.

7.95K

Jun 30, 26

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

7.80K

Jun 30, 26

+7.80K

0.02%

CHOREO, LLC

7.79K

Jun 30, 26

+7.79K

0.02%

FIFTH THIRD BANCORP

7.36K

Jun 30, 26

-4.25K

0.02%

Jupiter Wealth Management LLC

4.60K

Jun 30, 26

0.01%

Hyposwiss Advisors SA

4.14K

Jun 30, 26

+950

0.01%

Integrated Wealth Concepts LLC

3.45K

Jun 30, 26

+3.45K

0.01%

JPMORGAN CHASE & CO

3.32K

Jun 30, 26

-25.49K

0.01%

CNB Bank

3.18K

Jun 30, 26

+152

0.01%

Bogart Wealth, LLC

3.04K

Jun 30, 26

0.01%

MidFirst Bank

2.71K

Jun 30, 26

+564

0.01%

FIDUCIARY FINANCIAL ADVISORS

2.58K

Jun 30, 26

+2.58K

0.01%

Princeton Global Asset Management LLC

2.38K

Jun 30, 26

+1.96K

0.01%

BALLAST ADVISORS LLC

2.34K

Jun 30, 26

+1.17K

0.01%

SIGNATUREFD, LLC

1.94K

Jun 30, 26

+1.94K

0.00%

Trust Co

1.94K

Jun 30, 26

0.00%

EASTERN BANK

1.70K

Jun 30, 26

+1.70K

0.00%

Bank of New Hampshire

1.60K

Jun 30, 26

+1.00K

0.00%

Physician Wealth Advisors, Inc.

1.57K

Jun 30, 26

+660

0.00%

United Community Bank

1.49K

Jun 30, 26

0.00%

Fairway Wealth LLC

1.32K

Jun 30, 26

+1.32K

0.00%

Ashton Thomas Private Wealth, LLC

1.14K

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

1.00K

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

880

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

800

Jun 30, 26

0.00%

Key FInancial Inc

564

Jun 30, 26

0.00%

AE Wealth Management LLC

424

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

270

Jun 30, 26

+270

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

FMR LLC

Jun 30, 26

-1.15K

0.00%

Stratos Wealth Partners, LTD.

Jun 30, 26

-12.05K

Signature Resources Capital Management, LLC

Jun 30, 26

-120

MCF Advisors LLC

Jun 30, 26

-77.21K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-4.31K

Intentional Wealth Strategies, LLC

Jun 30, 26

-3.22K

GTS SECURITIES LLC

Jun 30, 26

-129.67K

Banque Cantonale Vaudoise

Jun 30, 26

-9.33K

BESSEMER GROUP INC

Jun 30, 26

-9.32K

Private Advisor Group, LLC

Jun 30, 26

-13.60K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-154

Sound Income Strategies, LLC

Jun 30, 26

-4.61K

Knights of Columbus Asset Advisors LLC

Jun 30, 26

-839

HRT FINANCIAL LP

Jun 30, 26

-10.26K

BOSTON FAMILY OFFICE LLC

Jun 30, 26

-66.19K

CWM, LLC

128.22K

Mar 31, 26

-9.54K

0.29%

Signature Wealth Management Group

105.11K

Mar 31, 26

+248

0.24%

COMERICA BANK

7.36K

Dec 31, 25

0.02%

CIBC Private Wealth Group, LLC

315

Dec 31, 25

+315

0.00%

Hemington Wealth Management

2.83K

Sep 30, 25

0.01%

AVANTAX ADVISORY SERVICES, INC.

22.24K

Jun 30, 25

+248

0.05%

Sandy Spring Bank

197.29K

Mar 31, 25

+19.17K

0.45%

Sabal Trust CO

174.66K

Mar 31, 25

+18.26K

0.40%

Spectrum Wealth Counsel, LLC

1.29K

Mar 31, 25

0.00%

Executive Wealth Management, LLC

137.11K

Dec 31, 24

+38.87K

0.31%

Gateway Advisory, LLC

1.70M

Sep 30, 24

+52.46K

3.90%

RAYMOND JAMES & ASSOCIATES

96.87K

Sep 30, 24

+24.05K

0.22%

Raymond James Financial Services Advisors, Inc.

40.83K

Sep 30, 24

+4.56K

0.09%

BENJAMIN F. EDWARDS & COMPANY, INC.

123.19K

Jun 30, 24

+13.43K

0.28%

BlackRock Inc.

Jun 30, 24

-1.11K

0.00%