How do I set a price alert for IBHF?

To set a IBHF price alert on Stock Alarm Pro, navigate to the IBHF quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for IBHF?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for IBHF. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for IBHF?

Stock Alarm Pro supports over 125 trigger types for IBHF: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about IBHF price changes?

IBHF alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for IBHF alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for IBHF and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

IBHF Institutional Ownership & 13F Filings

iShares iBonds 2026 Term High Yield and Income ETF(IBHF)

$22.52—Stale · unknown old

WatchlistAsk SA Chart

iShares iBonds 2026 Term High Yield and Income ETF(IBHF)

USBATS • Last print unknown ago

$22.52—Stale · unknown old

WatchlistAsk SA Chart Studio

IBHF(IBHF)

IBHF

Institutional Ownership

Top 219 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	2.23M	Jun 30, 26	+182.84K	5.84%
MORGAN STANLEY	1.35M	Jun 30, 26	-315.35K	3.54%
COWA, LLC	1.19M	Jun 30, 26	+77.45K	3.11%
LBMC INVESTMENT ADVISORS, LLC	1.16M	Jun 30, 26	+37.88K	3.05%
STRAIGHTLINE GROUP LLC	936.88K	Jun 30, 26	+25.14K	2.46%
WELLS FARGO & COMPANY/MN	799.08K	Jun 30, 26	-221.25K	2.09%
Federation des caisses Desjardins du Quebec	714.11K	Jun 30, 26	-106.68K	1.87%
BANK OF AMERICA CORP /DE/	706.65K	Jun 30, 26	-133.91K	1.85%
RAYMOND JAMES FINANCIAL INC	658.09K	Jun 30, 26	-6.44K	1.73%
Ruggaard & Associates LLC	525.86K	Jun 30, 26	-2.40K	1.38%
CITADEL ADVISORS LLC	508.90K	Jun 30, 26	+480.65K	1.33%
Baltimore-Washington Financial Advisors, Inc.	471.12K	Jun 30, 26	-5.34K	1.24%
Mid-American Wealth Advisory Group, Inc.	463.78K	Jun 30, 26	-474.67K	1.22%
Cornerstone Planning, LLC	429.20K	Jun 30, 26	+287	1.13%
Cetera Investment Advisers	424.31K	Jun 30, 26	+6.07K	1.11%
Stratos Wealth Partners, LTD.	389.17K	Jun 30, 26	-278	1.02%
LITTLEJOHN FINANCIAL SERVICES, INC.	327.25K	Jun 30, 26	-270.70K	0.86%
Integrated Wealth Concepts LLC	307.03K	Jun 30, 26	-11.50K	0.80%
Delta Wealth Advisors LLC	301.74K	Jun 30, 26	+18.28K	0.79%
BIP Wealth, LLC	268.42K	Jun 30, 26	-130.44K	0.70%
EVERGREEN CAPITAL MANAGEMENT LLC	259.31K	Jun 30, 26	-48	0.68%
TABR Capital Management, LLC	249.86K	Jun 30, 26	+5.90K	0.66%
NewEdge Advisors, LLC	248.81K	Jun 30, 26	+10.65K	0.65%
EVEXIA WEALTH LLC	243.26K	Jun 30, 26	+79.70K	0.64%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	220.13K	Jun 30, 26	-847.13K	0.58%
Csenge Advisory Group	209.40K	Jun 30, 26	+17.09K	0.55%
JANE STREET GROUP, LLC	206.32K	Jun 30, 26	+85.68K	0.54%
Parallel Advisors, LLC	205.34K	Jun 30, 26	+88.20K	0.54%
KESTRA PRIVATE WEALTH SERVICES, LLC	204.78K	Jun 30, 26	-80.10K	0.54%
FIDUCIARY FINANCIAL ADVISORS	203.12K	Jun 30, 26	+203.12K	0.53%
Concurrent Investment Advisors, LLC	200.78K	Jun 30, 26	+200.78K	0.53%
Cambridge Investment Research Advisors, Inc.	197.18K	Jun 30, 26	-104.35K	0.52%
High Note Wealth, LLC	193.82K	Jun 30, 26	+7.39K	0.51%
Scissortail Wealth Management, LLC	182.74K	Jun 30, 26	+9.93K	0.48%
UBS Group AG	179.44K	Jun 30, 26	-17.38K	0.47%
EP Wealth Advisors, LLC	178.83K	Jun 30, 26	-5.83K	0.47%
Krilogy Financial LLC	164.50K	Jun 30, 26	+9.12K	0.43%
Sequoia Financial Advisors, LLC	159.85K	Jun 30, 26	-178.12K	0.42%
ROYAL BANK OF CANADA	151.96K	Jun 30, 26	-39.10K	0.40%
Foundations Investment Advisors, LLC	133.33K	Jun 30, 26	+31.10K	0.35%
Walser Wealth Management Company, A Ltd Liability Co	132.42K	Jun 30, 26	+31.10K	0.35%
FLOW TRADERS U.S. LLC	131.64K	Jun 30, 26	+115.93K	0.35%
Private Advisor Group, LLC	129.44K	Jun 30, 26	-556.12K	0.34%
Straight Path Wealth Management	124.86K	Jun 30, 26	+6.68K	0.33%
ARROW FINANCIAL CORP	124.29K	Jun 30, 26	-1.23M	0.33%
ADVISOR GROUP HOLDINGS, INC.	111.99K	Jun 30, 26	+22.53K	0.29%
Pensionmark Financial Group, LLC	107.45K	Jun 30, 26	-1.15K	0.28%
COMMONWEALTH EQUITY SERVICES, LLC	106.78K	Jun 30, 26	-4.31K	0.28%
Lido Advisors, LLC	103.71K	Jun 30, 26	-46.49K	0.27%
EIGHT 31 FINANCIAL LLC	103.27K	Jun 30, 26	+2.79K	0.27%
PRIVATE CLIENT SERVICES, LLC	102.73K	Jun 30, 26	-315.54K	0.27%
Cornerstone Wealth Management, LLC	95.17K	Jun 30, 26	+1.66K	0.25%
Commonwealth Financial Services, LLC	91.65K	Jun 30, 26	-4.63K	0.24%
Collaborative Fund Advisors, LLC	90.36K	Jun 30, 26	+90.36K	0.24%
Sowell Financial Services LLC	86.11K	Jun 30, 26	+9.57K	0.23%
PHILLIPS FINANCIAL MANAGEMENT, LLC	85.44K	Jun 30, 26	--	0.22%
AE Wealth Management LLC	84.82K	Jun 30, 26	-3.61K	0.22%
Brucke Financial, Inc.	83.62K	Jun 30, 26	-826	0.22%
Centennial Advisors, LLC	82.91K	Jun 30, 26	+8.51K	0.22%
Endowment Wealth Management, Inc.	82.69K	Jun 30, 26	+2.15K	0.22%
10Elms LLP	81.66K	Jun 30, 26	+50.72K	0.21%
Bedel Financial Consulting, Inc.	77.36K	Jun 30, 26	+122	0.20%
Ironwood Financial, llc	77.25K	Jun 30, 26	-53.72K	0.20%
SkyView Investment Advisors, LLC	75.00K	Jun 30, 26	-13.77K	0.20%
Keeler THomas Management LLC	74.11K	Jun 30, 26	-57.35K	0.19%
IFP Advisors, Inc	70.68K	Jun 30, 26	-6.45K	0.19%
OLD MISSION CAPITAL LLC	69.08K	Jun 30, 26	+14.57K	0.18%
Mutual Advisors, LLC	69.05K	Jun 30, 26	-261.55K	0.18%
Landing Point Financial Group, LLC	68.57K	Jun 30, 26	-5.10K	0.18%
Tempus Wealth Planning, LLC	64.69K	Jun 30, 26	-161.59K	0.17%
Cottage Street Advisors LLC	62.87K	Jun 30, 26	-5.54K	0.16%
Migdal Insurance & Financial Holdings Ltd.	53.02K	Jun 30, 26	-17.82K	0.14%
THRIVENT FINANCIAL FOR LUTHERANS	52.91K	Jun 30, 26	+201	0.14%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	51.81K	Jun 30, 26	-2.01K	0.14%
Farther Finance Advisors, LLC	51.59K	Jun 30, 26	+31.30K	0.14%
Belpointe Asset Management LLC	48.79K	Jun 30, 26	+12.32K	0.13%
Kestra Advisory Services, LLC	47.33K	Jun 30, 26	+12.87K	0.12%
TFR Capital, LLC.	47.30K	Jun 30, 26	+1.89K	0.12%
Werba Rubin Papier Wealth Management	46.86K	Jun 30, 26	+222	0.12%
FOCUSED ALPHA, LLC	44.95K	Jun 30, 26	+5.51K	0.12%
Timber Creek Capital Management LLC	44.25K	Jun 30, 26	+3.27K	0.12%
Helen Stephens Group, LLC	42.24K	Jun 30, 26	+16.39K	0.11%
Madden Advisory Services, Inc.	42.17K	Jun 30, 26	+971	0.11%
FF Advisors,LLC	39.50K	Jun 30, 26	-97.52K	0.10%
BEACON FINANCIAL PLANNING, INC	38.83K	Jun 30, 26	+562	0.10%
NWAM LLC	38.64K	Jun 30, 26	-4.18K	0.10%
Golden Reserve Retirement LLC	38.48K	Jun 30, 26	+10.01K	0.10%
Sanctuary Advisors, LLC	37.71K	Jun 30, 26	-14.35K	0.10%
Heartland Bank & Trust Co	36.98K	Jun 30, 26	+2.32K	0.10%
REBALANCE, LLC	35.79K	Jun 30, 26	+612	0.09%
Windsor Advisory Group, LLC	33.67K	Jun 30, 26	+33.67K	0.09%
WRAPMANAGER INC	32.23K	Jun 30, 26	-3.61K	0.08%
Carr Financial Group Corp	31.85K	Jun 30, 26	-6.09K	0.08%
Koshinski Asset Management, Inc.	30.44K	Jun 30, 26	+220	0.08%
HM PAYSON & CO	30.20K	Jun 30, 26	--	0.08%
GREAT VALLEY ADVISOR GROUP, INC.	30.14K	Jun 30, 26	+1.21K	0.08%
Klaas Financial Asset Advisors, LLC	29.94K	Jun 30, 26	+901	0.08%
HighTower Advisors, LLC	29.68K	Jun 30, 26	+2.04K	0.08%
TCG Advisory Services, LLC	29.63K	Jun 30, 26	+29.63K	0.08%
Baird Financial Group, Inc.	29.45K	Jun 30, 26	+8.81K	0.08%
Magnus Financial Group LLC	25.52K	Jun 30, 26	+1.87K	0.07%
Livet Wealth, LLC	25.14K	Jun 30, 26	--	0.07%
Summit Wealth Partners, LLC	24.72K	Jun 30, 26	--	0.06%
Quad-Cities Investment Group, LLC	24.50K	Jun 30, 26	-14.58K	0.06%
Steward Partners Investment Advisory, LLC	23.03K	Jun 30, 26	+233	0.06%
Occidental Asset Management, LLC	22.94K	Jun 30, 26	+1.90K	0.06%
Montis Financial, LLC	22.13K	Jun 30, 26	-2.57K	0.06%
MCF Advisors LLC	21.46K	Jun 30, 26	+77	0.06%
CAPTRUST FINANCIAL ADVISORS	20.95K	Jun 30, 26	--	0.05%
Mariner, LLC	19.85K	Jun 30, 26	+19.85K	0.05%
STIFEL FINANCIAL CORP	19.56K	Jun 30, 26	+608	0.05%
Miracle Mile Advisors, LLC	19.37K	Jun 30, 26	+19.37K	0.05%
Sentinus, LLC	18.97K	Jun 30, 26	-12.50K	0.05%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	18.75K	Jun 30, 26	-1.31K	0.05%
Cerity Partners LLC	18.20K	Jun 30, 26	-5.05K	0.05%
Snowden Capital Advisors LLC	18.06K	Jun 30, 26	-8.86K	0.05%
Ellis Investment Partners, LLC	17.68K	Jun 30, 26	+257	0.05%
AssuredPartners Investment Advisors, LLC	17.14K	Jun 30, 26	-933	0.04%
Focus Financial Network, Inc.	17.07K	Jun 30, 26	--	0.04%
PRINCIPAL SECURITIES, INC.	16.92K	Jun 30, 26	+261	0.04%
Aprio Wealth Management, LLC	16.79K	Jun 30, 26	-1.89K	0.04%
ENVESTNET ASSET MANAGEMENT INC	16.51K	Jun 30, 26	-116.39K	0.04%
Kastel Capital Advisors, LLC	16.37K	Jun 30, 26	+17	0.04%
Stockman Wealth Management, Inc.	15.34K	Jun 30, 26	--	0.04%
Johnson Bixby & Associates, LLC	15.12K	Jun 30, 26	+94	0.04%
Summit Asset Management, LLC	14.94K	Jun 30, 26	-955	0.04%
MONECO Advisors, LLC	14.10K	Jun 30, 26	--	0.04%
Orion Capital Management LLC	14.00K	Jun 30, 26	--	0.04%
Mayflower Financial Advisors, LLC	13.99K	Jun 30, 26	--	0.04%
Waverly Advisors, LLC	13.91K	Jun 30, 26	+760	0.04%
HOWLAND CAPITAL MANAGEMENT LLC	13.74K	Jun 30, 26	--	0.04%
Spire Wealth Management	13.72K	Jun 30, 26	+477	0.04%
Robertson Stephens Wealth Management, LLC	13.50K	Jun 30, 26	-8.13K	0.04%
Avidian Wealth Solutions, LLC	13.43K	Jun 30, 26	+58	0.04%
Bullock Wealth Management Group	13.03K	Jun 30, 26	-266	0.03%
Colony Group, LLC	12.83K	Jun 30, 26	--	0.03%
Equitable Holdings, Inc.	12.48K	Jun 30, 26	+12.48K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.60K	Jun 30, 26	+369	0.03%
Prospera Financial Services Inc	11.40K	Jun 30, 26	+1.02K	0.03%
Eldridge Investment Advisors, Inc.	11.13K	Jun 30, 26	-218	0.03%
Aegis Wealth Management, Inc.	11.08K	Jun 30, 26	+1.00K	0.03%
Global Retirement Partners, LLC	11.07K	Jun 30, 26	+11.07K	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	10.98K	Jun 30, 26	+54	0.03%
Alaska Permanent Capital Management	10.76K	Jun 30, 26	+157	0.03%
PW Nova Financial Services LLC	10.50K	Jun 30, 26	--	0.03%
TABLEAUX LLC	10.07K	Jun 30, 26	-2.07K	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	9.88K	Jun 30, 26	+23	0.03%
Freestone Capital Holdings, LLC	9.75K	Jun 30, 26	-7.48K	0.03%
Alaska Wealth Advisors	9.16K	Jun 30, 26	+133	0.02%
Pure Financial Advisors, LLC	9.16K	Jun 30, 26	-435	0.02%
StoneX Group Inc.	9.05K	Jun 30, 26	+9.05K	0.02%
TRUIST FINANCIAL CORP	8.99K	Jun 30, 26	+8.99K	0.02%
LIBERTY WEALTH MANAGEMENT LLC	8.75K	Jun 30, 26	--	0.02%
Rockefeller Capital Management L.P.	8.74K	Jun 30, 26	+53	0.02%
Cherry Tree Wealth Management, LLC	7.40K	Jun 30, 26	--	0.02%
FIFTH THIRD BANCORP	4.77K	Jun 30, 26	--	0.01%
North Star Investment Management Corp.	4.67K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	3.90K	Jun 30, 26	+3.90K	0.01%
PRIVATE TRUST CO NA	2.96K	Jun 30, 26	--	0.01%
Ronald Blue Trust, Inc.	2.86K	Jun 30, 26	+12	0.01%
IFG Advisory, LLC	2.56K	Jun 30, 26	+2.56K	0.01%
BANK OF MONTREAL /CAN/	2.38K	Jun 30, 26	+2.38K	0.01%
CNB Bank	2.33K	Jun 30, 26	+102	0.01%
Napier Financial, LLC	1.47K	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	1.13K	Jun 30, 26	+5	0.00%
TSFG, LLC	924	Jun 30, 26	+924	0.00%
SIGNATUREFD, LLC	621	Jun 30, 26	+621	0.00%
HARBOUR INVESTMENTS, INC.	424	Jun 30, 26	+6	0.00%
NATIONAL BANK OF CANADA /FI/	420	Jun 30, 26	-2.49K	0.00%
US BANCORP \DE\	400	Jun 30, 26	--	0.00%
3 FACTOR INDEXING, LLC	398	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	371	Jun 30, 26	+5	0.00%
JFS WEALTH ADVISORS, LLC	320	Jun 30, 26	+320	0.00%
Ashton Thomas Private Wealth, LLC	87	Jun 30, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	1	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-366	--
Golden State Equity Partners	--	Jun 30, 26	-126.63K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-8.41K	--
Michael S. Ryan, Inc.	--	Jun 30, 26	-223.38K	--
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	--	Jun 30, 26	-11.59K	--
CX Institutional	--	Jun 30, 26	-929	--
New England Private Wealth Advisors LLC	--	Jun 30, 26	-9.92K	--
GILPIN WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-683	--
Creative Planning	--	Jun 30, 26	-12.53K	--
Clearstead Advisors, LLC	--	Jun 30, 26	-2.44K	--
Hurley Capital, LLC	--	Jun 30, 26	-571.77K	--
BlackRock, Inc.	--	Jun 30, 26	-68.88K	--
Spartan Wealth Advisory Services LLC	--	Jun 30, 26	-9.95K	--
Advisory Services Network, LLC	--	Jun 30, 26	-4.05K	--
Western Wealth Management, LLC	--	Jun 30, 26	-327	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-341	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-10.85K	--
M3 Advisory Group, LLC	--	Jun 30, 26	-9.37K	--
Boreal Capital Management LLC	--	Jun 30, 26	-1	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-175	--
FMR LLC	--	Jun 30, 26	-914	--
VSM Wealth Advisory, LLC	--	Jun 30, 26	-384	--
Beacon Pointe Advisors, LLC	--	Jun 30, 26	-17.04K	--
Bank of New York Mellon Corp	--	Jun 30, 26	-8.72K	--
OneAscent Financial Services LLC	--	Jun 30, 26	-8.98K	--
Sunbelt Securities, Inc.	11.40K	Mar 31, 26	-975	0.03%
CWM, LLC	3.64K	Mar 31, 26	+106	0.01%
Austin Private Wealth, LLC	21.91K	Dec 31, 25	+2.03K	0.06%
High Falls Advisors, Inc	14.46K	Dec 31, 25	+1.82K	0.04%
COMERICA BANK	4.77K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-15	--
Sterling Financial Group, Inc.	1.08M	Sep 30, 25	-125.87K	2.84%
Copperleaf Capital, LLC	61.80K	Sep 30, 25	+61.80K	0.16%
Siligmueller & Norvid Wealth Advisors LLC	23.37K	Sep 30, 25	+23.37K	0.06%
SUMMIT INVESTMENT ADVISORS, INC.	304.24K	Jun 30, 25	+12.78K	0.80%
AVANTAX ADVISORY SERVICES, INC.	202.73K	Jun 30, 25	+62.21K	0.53%
Atria Wealth Solutions, Inc.	136.63K	Jun 30, 25	+2.16K	0.36%
Orion Portfolio Solutions, LLC	78.25K	Mar 31, 25	+78.25K	0.21%
Raymond James Financial Services Advisors, Inc.	199.45K	Sep 30, 24	+83.41K	0.52%
RAYMOND JAMES & ASSOCIATES	85.67K	Sep 30, 24	+23.01K	0.22%
BBJS FINANCIAL ADVISORS, LLC	2.00K	Sep 30, 24	--	0.01%
Cetera Advisors LLC	30.45K	Mar 31, 24	+10.01K	0.08%
Adroit Compliance, LLC	13.73K	Dec 31, 23	+13.73K	0.04%
WEALTHSOURCE PARTNERS, LLC	10.02K	Dec 31, 23	+10.02K	0.03%

Explore More

52-Week Highs Breakout

Stocks breaking to new annual highs

52-Week Lows Oversold

S&P 500 oversold value screener

Trending Momentum

Relative strength momentum leaders

Earnings Calendar

Upcoming earnings dates & reports

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

LPL Financial LLC

2.23M

Jun 30, 26

+182.84K

5.84%

MORGAN STANLEY

1.35M

Jun 30, 26

-315.35K

3.54%

COWA, LLC

1.19M

Jun 30, 26

+77.45K

3.11%

LBMC INVESTMENT ADVISORS, LLC

1.16M

Jun 30, 26

+37.88K

3.05%

STRAIGHTLINE GROUP LLC

936.88K

Jun 30, 26

+25.14K

2.46%

WELLS FARGO & COMPANY/MN

799.08K

Jun 30, 26

-221.25K

2.09%

Federation des caisses Desjardins du Quebec

714.11K

Jun 30, 26

-106.68K

1.87%

BANK OF AMERICA CORP /DE/

706.65K

Jun 30, 26

-133.91K

1.85%

RAYMOND JAMES FINANCIAL INC

658.09K

Jun 30, 26

-6.44K

1.73%

Ruggaard & Associates LLC

525.86K

Jun 30, 26

-2.40K

1.38%

CITADEL ADVISORS LLC

508.90K

Jun 30, 26

+480.65K

1.33%

Baltimore-Washington Financial Advisors, Inc.

471.12K

Jun 30, 26

-5.34K

1.24%

Mid-American Wealth Advisory Group, Inc.

463.78K

Jun 30, 26

-474.67K

1.22%

Cornerstone Planning, LLC

429.20K

Jun 30, 26

+287

1.13%

Cetera Investment Advisers

424.31K

Jun 30, 26

+6.07K

1.11%

Stratos Wealth Partners, LTD.

389.17K

Jun 30, 26

-278

1.02%

LITTLEJOHN FINANCIAL SERVICES, INC.

327.25K

Jun 30, 26

-270.70K

0.86%

Integrated Wealth Concepts LLC

307.03K

Jun 30, 26

-11.50K

0.80%

Delta Wealth Advisors LLC

301.74K

Jun 30, 26

+18.28K

0.79%

BIP Wealth, LLC

268.42K

Jun 30, 26

-130.44K

0.70%

EVERGREEN CAPITAL MANAGEMENT LLC

259.31K

Jun 30, 26

-48

0.68%

TABR Capital Management, LLC

249.86K

Jun 30, 26

+5.90K

0.66%

NewEdge Advisors, LLC

248.81K

Jun 30, 26

+10.65K

0.65%

EVEXIA WEALTH LLC

243.26K

Jun 30, 26

+79.70K

0.64%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

220.13K

Jun 30, 26

-847.13K

0.58%

Csenge Advisory Group

209.40K

Jun 30, 26

+17.09K

0.55%

JANE STREET GROUP, LLC

206.32K

Jun 30, 26

+85.68K

0.54%

Parallel Advisors, LLC

205.34K

Jun 30, 26

+88.20K

0.54%

KESTRA PRIVATE WEALTH SERVICES, LLC

204.78K

Jun 30, 26

-80.10K

0.54%

FIDUCIARY FINANCIAL ADVISORS

203.12K

Jun 30, 26

+203.12K

0.53%

Concurrent Investment Advisors, LLC

200.78K

Jun 30, 26

+200.78K

0.53%

Cambridge Investment Research Advisors, Inc.

197.18K

Jun 30, 26

-104.35K

0.52%

High Note Wealth, LLC

193.82K

Jun 30, 26

+7.39K

0.51%

Scissortail Wealth Management, LLC

182.74K

Jun 30, 26

+9.93K

0.48%

UBS Group AG

179.44K

Jun 30, 26

-17.38K

0.47%

EP Wealth Advisors, LLC

178.83K

Jun 30, 26

-5.83K

0.47%

Krilogy Financial LLC

164.50K

Jun 30, 26

+9.12K

0.43%

Sequoia Financial Advisors, LLC

159.85K

Jun 30, 26

-178.12K

0.42%

ROYAL BANK OF CANADA

151.96K

Jun 30, 26

-39.10K

0.40%

Foundations Investment Advisors, LLC

133.33K

Jun 30, 26

+31.10K

0.35%

Walser Wealth Management Company, A Ltd Liability Co

132.42K

Jun 30, 26

+31.10K

0.35%

FLOW TRADERS U.S. LLC

131.64K

Jun 30, 26

+115.93K

0.35%

Private Advisor Group, LLC

129.44K

Jun 30, 26

-556.12K

0.34%

Straight Path Wealth Management

124.86K

Jun 30, 26

+6.68K

0.33%

ARROW FINANCIAL CORP

124.29K

Jun 30, 26

-1.23M

0.33%

ADVISOR GROUP HOLDINGS, INC.

111.99K

Jun 30, 26

+22.53K

0.29%

Pensionmark Financial Group, LLC

107.45K

Jun 30, 26

-1.15K

0.28%

COMMONWEALTH EQUITY SERVICES, LLC

106.78K

Jun 30, 26

-4.31K

0.28%

Lido Advisors, LLC

103.71K

Jun 30, 26

-46.49K

0.27%

EIGHT 31 FINANCIAL LLC

103.27K

Jun 30, 26

+2.79K

0.27%

PRIVATE CLIENT SERVICES, LLC

102.73K

Jun 30, 26

-315.54K

0.27%

Cornerstone Wealth Management, LLC

95.17K

Jun 30, 26

+1.66K

0.25%

Commonwealth Financial Services, LLC

91.65K

Jun 30, 26

-4.63K

0.24%

Collaborative Fund Advisors, LLC

90.36K

Jun 30, 26

+90.36K

0.24%

Sowell Financial Services LLC

86.11K

Jun 30, 26

+9.57K

0.23%

PHILLIPS FINANCIAL MANAGEMENT, LLC

85.44K

Jun 30, 26

0.22%

AE Wealth Management LLC

84.82K

Jun 30, 26

-3.61K

0.22%

Brucke Financial, Inc.

83.62K

Jun 30, 26

-826

0.22%

Centennial Advisors, LLC

82.91K

Jun 30, 26

+8.51K

0.22%

Endowment Wealth Management, Inc.

82.69K

Jun 30, 26

+2.15K

0.22%

10Elms LLP

81.66K

Jun 30, 26

+50.72K

0.21%

Bedel Financial Consulting, Inc.

77.36K

Jun 30, 26

+122

0.20%

Ironwood Financial, llc

77.25K

Jun 30, 26

-53.72K

0.20%

SkyView Investment Advisors, LLC

75.00K

Jun 30, 26

-13.77K

0.20%

Keeler THomas Management LLC

74.11K

Jun 30, 26

-57.35K

0.19%

IFP Advisors, Inc

70.68K

Jun 30, 26

-6.45K

0.19%

OLD MISSION CAPITAL LLC

69.08K

Jun 30, 26

+14.57K

0.18%

Mutual Advisors, LLC

69.05K

Jun 30, 26

-261.55K

0.18%

Landing Point Financial Group, LLC

68.57K

Jun 30, 26

-5.10K

0.18%

Tempus Wealth Planning, LLC

64.69K

Jun 30, 26

-161.59K

0.17%

Cottage Street Advisors LLC

62.87K

Jun 30, 26

-5.54K

0.16%

Migdal Insurance & Financial Holdings Ltd.

53.02K

Jun 30, 26

-17.82K

0.14%

THRIVENT FINANCIAL FOR LUTHERANS

52.91K

Jun 30, 26

+201

0.14%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

51.81K

Jun 30, 26

-2.01K

0.14%

Farther Finance Advisors, LLC

51.59K

Jun 30, 26

+31.30K

0.14%

Belpointe Asset Management LLC

48.79K

Jun 30, 26

+12.32K

0.13%

Kestra Advisory Services, LLC

47.33K

Jun 30, 26

+12.87K

0.12%

TFR Capital, LLC.

47.30K

Jun 30, 26

+1.89K

0.12%

Werba Rubin Papier Wealth Management

46.86K

Jun 30, 26

+222

0.12%

FOCUSED ALPHA, LLC

44.95K

Jun 30, 26

+5.51K

0.12%

Timber Creek Capital Management LLC

44.25K

Jun 30, 26

+3.27K

0.12%

Helen Stephens Group, LLC

42.24K

Jun 30, 26

+16.39K

0.11%

Madden Advisory Services, Inc.

42.17K

Jun 30, 26

+971

0.11%

FF Advisors,LLC

39.50K

Jun 30, 26

-97.52K

0.10%

BEACON FINANCIAL PLANNING, INC

38.83K

Jun 30, 26

+562

0.10%

NWAM LLC

38.64K

Jun 30, 26

-4.18K

0.10%

Golden Reserve Retirement LLC

38.48K

Jun 30, 26

+10.01K

0.10%

Sanctuary Advisors, LLC

37.71K

Jun 30, 26

-14.35K

0.10%

Heartland Bank & Trust Co

36.98K

Jun 30, 26

+2.32K

0.10%

REBALANCE, LLC

35.79K

Jun 30, 26

+612

0.09%

Windsor Advisory Group, LLC

33.67K

Jun 30, 26

+33.67K

0.09%

WRAPMANAGER INC

32.23K

Jun 30, 26

-3.61K

0.08%

Carr Financial Group Corp

31.85K

Jun 30, 26

-6.09K

0.08%

Koshinski Asset Management, Inc.

30.44K

Jun 30, 26

+220

0.08%

HM PAYSON & CO

30.20K

Jun 30, 26

0.08%

GREAT VALLEY ADVISOR GROUP, INC.

30.14K

Jun 30, 26

+1.21K

0.08%

Klaas Financial Asset Advisors, LLC

29.94K

Jun 30, 26

+901

0.08%

HighTower Advisors, LLC

29.68K

Jun 30, 26

+2.04K

0.08%

TCG Advisory Services, LLC

29.63K

Jun 30, 26

+29.63K

0.08%

Baird Financial Group, Inc.

29.45K

Jun 30, 26

+8.81K

0.08%

Magnus Financial Group LLC

25.52K

Jun 30, 26

+1.87K

0.07%

Livet Wealth, LLC

25.14K

Jun 30, 26

0.07%

Summit Wealth Partners, LLC

24.72K

Jun 30, 26

0.06%

Quad-Cities Investment Group, LLC

24.50K

Jun 30, 26

-14.58K

0.06%

Steward Partners Investment Advisory, LLC

23.03K

Jun 30, 26

+233

0.06%

Occidental Asset Management, LLC

22.94K

Jun 30, 26

+1.90K

0.06%

Montis Financial, LLC

22.13K

Jun 30, 26

-2.57K

0.06%

MCF Advisors LLC

21.46K

Jun 30, 26

+77

0.06%

CAPTRUST FINANCIAL ADVISORS

20.95K

Jun 30, 26

0.05%

Mariner, LLC

19.85K

Jun 30, 26

+19.85K

0.05%

STIFEL FINANCIAL CORP

19.56K

Jun 30, 26

+608

0.05%

Miracle Mile Advisors, LLC

19.37K

Jun 30, 26

+19.37K

0.05%

Sentinus, LLC

18.97K

Jun 30, 26

-12.50K

0.05%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

18.75K

Jun 30, 26

-1.31K

0.05%

Cerity Partners LLC

18.20K

Jun 30, 26

-5.05K

0.05%

Snowden Capital Advisors LLC

18.06K

Jun 30, 26

-8.86K

0.05%

Ellis Investment Partners, LLC

17.68K

Jun 30, 26

+257

0.05%

AssuredPartners Investment Advisors, LLC

17.14K

Jun 30, 26

-933

0.04%

Focus Financial Network, Inc.

17.07K

Jun 30, 26

0.04%

PRINCIPAL SECURITIES, INC.

16.92K

Jun 30, 26

+261

0.04%

Aprio Wealth Management, LLC

16.79K

Jun 30, 26

-1.89K

0.04%

ENVESTNET ASSET MANAGEMENT INC

16.51K

Jun 30, 26

-116.39K

0.04%

Kastel Capital Advisors, LLC

16.37K

Jun 30, 26

+17

0.04%

Stockman Wealth Management, Inc.

15.34K

Jun 30, 26

0.04%

Johnson Bixby & Associates, LLC

15.12K

Jun 30, 26

+94

0.04%

Summit Asset Management, LLC

14.94K

Jun 30, 26

-955

0.04%

MONECO Advisors, LLC

14.10K

Jun 30, 26

0.04%

Orion Capital Management LLC

14.00K

Jun 30, 26

0.04%

Mayflower Financial Advisors, LLC

13.99K

Jun 30, 26

0.04%

Waverly Advisors, LLC

13.91K

Jun 30, 26

+760

0.04%

HOWLAND CAPITAL MANAGEMENT LLC

13.74K

Jun 30, 26

0.04%

Spire Wealth Management

13.72K

Jun 30, 26

+477

0.04%

Robertson Stephens Wealth Management, LLC

13.50K

Jun 30, 26

-8.13K

0.04%

Avidian Wealth Solutions, LLC

13.43K

Jun 30, 26

+58

0.04%

Bullock Wealth Management Group

13.03K

Jun 30, 26

-266

0.03%

Colony Group, LLC

12.83K

Jun 30, 26

0.03%

Equitable Holdings, Inc.

12.48K

Jun 30, 26

+12.48K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.60K

Jun 30, 26

+369

0.03%

Prospera Financial Services Inc

11.40K

Jun 30, 26

+1.02K

0.03%

Eldridge Investment Advisors, Inc.

11.13K

Jun 30, 26

-218

0.03%

Aegis Wealth Management, Inc.

11.08K

Jun 30, 26

+1.00K

0.03%

Global Retirement Partners, LLC

11.07K

Jun 30, 26

+11.07K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

10.98K

Jun 30, 26

+54

0.03%

Alaska Permanent Capital Management

10.76K

Jun 30, 26

+157

0.03%

PW Nova Financial Services LLC

10.50K

Jun 30, 26

0.03%

TABLEAUX LLC

10.07K

Jun 30, 26

-2.07K

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

9.88K

Jun 30, 26

+23

0.03%

Freestone Capital Holdings, LLC

9.75K

Jun 30, 26

-7.48K

0.03%

Alaska Wealth Advisors

9.16K

Jun 30, 26

+133

0.02%

Pure Financial Advisors, LLC

9.16K

Jun 30, 26

-435

0.02%

StoneX Group Inc.

9.05K

Jun 30, 26

+9.05K

0.02%

TRUIST FINANCIAL CORP

8.99K

Jun 30, 26

+8.99K

0.02%

LIBERTY WEALTH MANAGEMENT LLC

8.75K

Jun 30, 26

0.02%

Rockefeller Capital Management L.P.

8.74K

Jun 30, 26

+53

0.02%

Cherry Tree Wealth Management, LLC

7.40K

Jun 30, 26

0.02%

FIFTH THIRD BANCORP

4.77K

Jun 30, 26

0.01%

North Star Investment Management Corp.

4.67K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

3.90K

Jun 30, 26

+3.90K

0.01%

PRIVATE TRUST CO NA

2.96K

Jun 30, 26

0.01%

Ronald Blue Trust, Inc.

2.86K

Jun 30, 26

+12

0.01%

IFG Advisory, LLC

2.56K

Jun 30, 26

+2.56K

0.01%

BANK OF MONTREAL /CAN/

2.38K

Jun 30, 26

+2.38K

0.01%

CNB Bank

2.33K

Jun 30, 26

+102

0.01%

Napier Financial, LLC

1.47K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

1.13K

Jun 30, 26

0.00%

TSFG, LLC

924

Jun 30, 26

+924

0.00%

SIGNATUREFD, LLC

621

Jun 30, 26

+621

0.00%

HARBOUR INVESTMENTS, INC.

424

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

420

Jun 30, 26

-2.49K

0.00%

US BANCORP \DE\

400

Jun 30, 26

0.00%

3 FACTOR INDEXING, LLC

398

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

371

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

320

Jun 30, 26

+320

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-366

Golden State Equity Partners

Jun 30, 26

-126.63K

Intentional Wealth Strategies, LLC

Jun 30, 26

-8.41K

Michael S. Ryan, Inc.

Jun 30, 26

-223.38K

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Jun 30, 26

-11.59K

CX Institutional

Jun 30, 26

-929

New England Private Wealth Advisors LLC

Jun 30, 26

-9.92K

GILPIN WEALTH MANAGEMENT, LLC

Jun 30, 26

-683

Creative Planning

Jun 30, 26

-12.53K

Clearstead Advisors, LLC

Jun 30, 26

-2.44K

Hurley Capital, LLC

Jun 30, 26

-571.77K

BlackRock, Inc.

Jun 30, 26

-68.88K

Spartan Wealth Advisory Services LLC

Jun 30, 26

-9.95K

Advisory Services Network, LLC

Jun 30, 26

-4.05K

Western Wealth Management, LLC

Jun 30, 26

-327

JPMORGAN CHASE & CO

Jun 30, 26

-341

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-10.85K

M3 Advisory Group, LLC

Jun 30, 26

-9.37K

Boreal Capital Management LLC

Jun 30, 26

-1

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-175

FMR LLC

Jun 30, 26

-914

VSM Wealth Advisory, LLC

Jun 30, 26

-384

Beacon Pointe Advisors, LLC

Jun 30, 26

-17.04K

Bank of New York Mellon Corp

Jun 30, 26

-8.72K

OneAscent Financial Services LLC

Jun 30, 26

-8.98K

Sunbelt Securities, Inc.

11.40K

Mar 31, 26

-975

0.03%

CWM, LLC

3.64K

Mar 31, 26

+106

0.01%

Austin Private Wealth, LLC

21.91K

Dec 31, 25

+2.03K

0.06%

High Falls Advisors, Inc

14.46K

Dec 31, 25

+1.82K

0.04%

COMERICA BANK

4.77K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-15

Sterling Financial Group, Inc.

1.08M

Sep 30, 25

-125.87K

2.84%

Copperleaf Capital, LLC

61.80K

Sep 30, 25

+61.80K

0.16%

Siligmueller & Norvid Wealth Advisors LLC

23.37K

Sep 30, 25

+23.37K

0.06%

SUMMIT INVESTMENT ADVISORS, INC.

304.24K

Jun 30, 25

+12.78K

0.80%

AVANTAX ADVISORY SERVICES, INC.

202.73K

Jun 30, 25

+62.21K

0.53%

Atria Wealth Solutions, Inc.

136.63K

Jun 30, 25

+2.16K

0.36%

Orion Portfolio Solutions, LLC

78.25K

Mar 31, 25

+78.25K

0.21%

Raymond James Financial Services Advisors, Inc.

199.45K

Sep 30, 24

+83.41K

0.52%

RAYMOND JAMES & ASSOCIATES

85.67K

Sep 30, 24

+23.01K

0.22%

BBJS FINANCIAL ADVISORS, LLC

2.00K

Sep 30, 24

0.01%

Cetera Advisors LLC

30.45K

Mar 31, 24

+10.01K

0.08%

Adroit Compliance, LLC

13.73K

Dec 31, 23

+13.73K

0.04%

WEALTHSOURCE PARTNERS, LLC

10.02K

Dec 31, 23

+10.02K

0.03%