iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO)

$25.63—Stale · unknown old

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iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO)

USBATS • Last print unknown ago

$25.63—Stale · unknown old

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IBMO(IBMO)

IBMO

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

Institutional Ownership

Top 239 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	2.06M	Jun 30, 26	+68.88K	9.00%
MERCER GLOBAL ADVISORS INC /ADV	1.70M	Jun 30, 26	+117.54K	7.42%
Rossmore Private Capital	1.44M	Jun 30, 26	-66	6.32%
NewEdge Advisors, LLC	732.00K	Jun 30, 26	+32.49K	3.20%
US BANCORP \DE\	652.82K	Jun 30, 26	+8.96K	2.86%
Integrated Wealth Concepts LLC	560.20K	Jun 30, 26	+193.71K	2.45%
Lido Advisors, LLC	555.77K	Jun 30, 26	-12.97K	2.43%
Kathmere Capital Management, LLC	553.90K	Jun 30, 26	+94.41K	2.42%
LBMC INVESTMENT ADVISORS, LLC	520.30K	Jun 30, 26	-4.84K	2.28%
WELLS FARGO & COMPANY/MN	461.39K	Jun 30, 26	-2.24K	2.02%
LPL Financial LLC	386.85K	Jun 30, 26	-17.46K	1.69%
Hills Bank & Trust Co	378.13K	Jun 30, 26	-12.05K	1.66%
MORGAN STANLEY	367.26K	Jun 30, 26	+35.26K	1.61%
Covington Investment Advisors Inc.	324.42K	Jun 30, 26	+480	1.42%
UBS Group AG	312.08K	Jun 30, 26	-69.23K	1.37%
Paradiem, LLC	294.15K	Jun 30, 26	--	1.29%
LEAVELL INVESTMENT MANAGEMENT, INC.	273.82K	Jun 30, 26	+18.00K	1.20%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	269.72K	Jun 30, 26	+38.08K	1.18%
HighTower Advisors, LLC	246.53K	Jun 30, 26	-21.62K	1.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	244.40K	Jun 30, 26	-8.67K	1.07%
CENTRAL TRUST Co	215.59K	Jun 30, 26	+9.45K	0.94%
Sound View Wealth Advisors Group, LLC	214.68K	Jun 30, 26	-12.97K	0.94%
Cyndeo Wealth Partners, LLC	201.21K	Jun 30, 26	+11.50K	0.88%
Praetorian Wealth Management, Inc.	198.06K	Jun 30, 26	-16.56K	0.87%
ENVESTNET ASSET MANAGEMENT INC	192.53K	Jun 30, 26	+10.36K	0.84%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	182.11K	Jun 30, 26	+14.82K	0.80%
RAYMOND JAMES FINANCIAL INC	175.53K	Jun 30, 26	-2.72K	0.77%
HOWLAND CAPITAL MANAGEMENT LLC	174.67K	Jun 30, 26	-9.50K	0.76%
COMMONWEALTH EQUITY SERVICES, LLC	149.07K	Jun 30, 26	-5.72K	0.65%
Beacon Pointe Advisors, LLC	135.04K	Jun 30, 26	-5.41K	0.59%
COLDSTREAM CAPITAL MANAGEMENT INC	127.21K	Jun 30, 26	-671	0.56%
Kovitz Investment Group Partners, LLC	106.15K	Jun 30, 26	+2.98K	0.46%
Sanctuary Advisors, LLC	105.46K	Jun 30, 26	+499	0.46%
Quantum Financial Advisors, LLC	103.72K	Jun 30, 26	-29.39K	0.45%
Parkway Wealth Management Group, LLC	98.37K	Jun 30, 26	+2.27K	0.43%
SONATA CAPITAL GROUP INC	95.68K	Jun 30, 26	--	0.42%
Cetera Investment Advisers	95.23K	Jun 30, 26	-3.68K	0.42%
Valmark Advisers, Inc.	91.90K	Jun 30, 26	+10.55K	0.40%
Atwater Malick LLC	90.16K	Jun 30, 26	--	0.39%
STIFEL FINANCIAL CORP	76.94K	Jun 30, 26	+924	0.34%
IHT Wealth Management, LLC	76.42K	Jun 30, 26	+451	0.33%
RIA Advisory Group LLC	75.22K	Jun 30, 26	+15.89K	0.33%
BLUE SQUARE ASSET MANAGEMENT, LLC	74.01K	Jun 30, 26	-490	0.32%
New England Private Wealth Advisors LLC	73.39K	Jun 30, 26	+34	0.32%
Kastel Capital Advisors, LLC	71.55K	Jun 30, 26	-4.29K	0.31%
Granite Harbor Advisors, Inc.	67.35K	Jun 30, 26	--	0.29%
Scissortail Wealth Management, LLC	64.99K	Jun 30, 26	+11.56K	0.28%
REGIONS FINANCIAL CORP	62.74K	Jun 30, 26	+19.18K	0.27%
AMERIPRISE FINANCIAL INC	61.67K	Jun 30, 26	-26.32K	0.27%
ROYAL BANK OF CANADA	59.88K	Jun 30, 26	+450	0.26%
KESTRA PRIVATE WEALTH SERVICES, LLC	59.85K	Jun 30, 26	-4.83K	0.26%
Brookstone Capital Management	58.20K	Jun 30, 26	+16.68K	0.25%
PHILLIPS FINANCIAL MANAGEMENT, LLC	57.22K	Jun 30, 26	-1.99K	0.25%
Clearstead Advisors, LLC	56.79K	Jun 30, 26	-1.53K	0.25%
Capital Investment Advisors, LLC	56.61K	Jun 30, 26	-2.68K	0.25%
Glenview Trust Co	54.50K	Jun 30, 26	--	0.24%
Financial Engines Advisors L.L.C.	54.36K	Jun 30, 26	-162	0.24%
ADVISOR GROUP HOLDINGS, INC.	54.05K	Jun 30, 26	-6.36K	0.24%
Lantz Financial LLC	52.70K	Jun 30, 26	-141	0.23%
Evergreen Private Wealth LLC	52.08K	Jun 30, 26	-107	0.23%
SPINNAKER TRUST	52.00K	Jun 30, 26	--	0.23%
TITLEIST ASSET MANAGEMENT, LLC	49.97K	Jun 30, 26	+49.97K	0.22%
Colony Group, LLC	49.35K	Jun 30, 26	-22.71K	0.22%
Resources Investment Advisors, LLC.	48.92K	Jun 30, 26	-4.11K	0.21%
CAPTRUST FINANCIAL ADVISORS	48.50K	Jun 30, 26	+28.54K	0.21%
PSI Advisors, LLC	48.37K	Jun 30, 26	-83.47K	0.21%
O'Domhnaill Enterprises, Inc.	47.12K	Jun 30, 26	+3.15K	0.21%
SUMMITPOINT CAPITAL MANAGEMENT	46.45K	Jun 30, 26	+458	0.20%
Catalytic Wealth RIA, LLC	46.40K	Jun 30, 26	+871	0.20%
JANE STREET GROUP, LLC	46.28K	Jun 30, 26	-27.13K	0.20%
HRT FINANCIAL LP	43.15K	Jun 30, 26	+29.49K	0.19%
ASSETMARK, INC	41.19K	Jun 30, 26	-62.40K	0.18%
DEUTSCHE BANK AG\	41.02K	Jun 30, 26	--	0.18%
Godshalk Welsh Capital Management, Inc.	40.50K	Jun 30, 26	+3.00K	0.18%
POSTROCK PARTNERS LLC	38.61K	Jun 30, 26	+1.95K	0.17%
Jacobi Capital Management LLC	36.40K	Jun 30, 26	+36.40K	0.16%
Stratos Wealth Partners, LTD.	35.94K	Jun 30, 26	-766	0.16%
JAMES INVESTMENT RESEARCH INC	35.84K	Jun 30, 26	--	0.16%
Baird Financial Group, Inc.	35.80K	Jun 30, 26	+800	0.16%
Prism Advisors, Inc.	35.66K	Jun 30, 26	--	0.16%
Strid Group, LLC	35.06K	Jun 30, 26	--	0.15%
Helen Stephens Group, LLC	34.73K	Jun 30, 26	-13.45K	0.15%
HEFFERNAN ADVISORY, INC	32.66K	Jun 30, 26	--	0.14%
IFP Advisors, Inc	32.03K	Jun 30, 26	-263	0.14%
Snowden Capital Advisors LLC	31.70K	Jun 30, 26	--	0.14%
Cambridge Investment Research Advisors, Inc.	31.16K	Jun 30, 26	+1.05K	0.14%
Mariner, LLC	30.37K	Jun 30, 26	+5	0.13%
Atlantic Union Bankshares Corp	30.10K	Jun 30, 26	-10.26K	0.13%
Crews Bank & Trust	29.94K	Jun 30, 26	-2.00K	0.13%
ROOF EIDAM & MAYCOCK/ADV	29.90K	Jun 30, 26	+50	0.13%
Cove Private Wealth, LLC	29.00K	Jun 30, 26	+29.00K	0.13%
Financial Advisory Corp	27.88K	Jun 30, 26	+2.79K	0.12%
FIRST NATIONAL TRUST CO	27.45K	Jun 30, 26	+80	0.12%
Modern Wealth Management, LLC	27.20K	Jun 30, 26	-10.65K	0.12%
Resonant Capital Advisors, LLC	27.05K	Jun 30, 26	-409	0.12%
Miracle Mile Advisors, LLC	25.67K	Jun 30, 26	+1.58K	0.11%
Parallel Advisors, LLC	24.81K	Jun 30, 26	--	0.11%
SILVERLAKE WEALTH MANAGEMENT LLC	24.72K	Jun 30, 26	+3.86K	0.11%
10Elms LLP	24.59K	Jun 30, 26	--	0.11%
Eldridge Investment Advisors, Inc.	23.04K	Jun 30, 26	-15	0.10%
SMITH, MOORE & CO.	22.90K	Jun 30, 26	+1.00K	0.10%
CFS Investment Advisory Services, LLC	22.87K	Jun 30, 26	-5.00K	0.10%
GOULD ASSET MANAGEMENT LLC /CA/	22.66K	Jun 30, 26	+840	0.10%
Foundry Financial Group, Inc.	22.14K	Jun 30, 26	-2.57K	0.10%
SENTINEL PENSION ADVISORS INC	21.99K	Jun 30, 26	+291	0.10%
Curbstone Financial Management Corp	21.62K	Jun 30, 26	--	0.09%
Princeton Global Asset Management LLC	19.82K	Jun 30, 26	--	0.09%
Sovereign Financial Group, Inc.	19.50K	Jun 30, 26	--	0.09%
RIVERCHASE WEALTH MANAGEMENT, LLC	18.21K	Jun 30, 26	-2.46K	0.08%
WealthBridge Capital Management, LLC	17.79K	Jun 30, 26	+163	0.08%
BIP Wealth, LLC	17.61K	Jun 30, 26	+17.61K	0.08%
SRS Capital Advisors, Inc.	16.89K	Jun 30, 26	+16.89K	0.07%
CITADEL ADVISORS LLC	15.89K	Jun 30, 26	+4.63K	0.07%
OneAscent Financial Services LLC	15.81K	Jun 30, 26	+15.81K	0.07%
Redhawk Wealth Advisors, Inc.	15.80K	Jun 30, 26	+15.80K	0.07%
SAX WEALTH ADVISORS, LLC	15.26K	Jun 30, 26	--	0.07%
Atria Investments, Inc	14.91K	Jun 30, 26	--	0.07%
Wealthspire Advisors, LLC	14.43K	Jun 30, 26	+4.29K	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	14.40K	Jun 30, 26	-448	0.06%
MV CAPITAL MANAGEMENT, INC.	14.30K	Jun 30, 26	--	0.06%
WEDBUSH SECURITIES INC	13.65K	Jun 30, 26	+13.65K	0.06%
EP Wealth Advisors, LLC	13.46K	Jun 30, 26	+1.98K	0.06%
Avantax Planning Partners, Inc.	13.23K	Jun 30, 26	--	0.06%
CONFLUENCE INVESTMENT MANAGEMENT LLC	12.96K	Jun 30, 26	-194	0.06%
Trust Co	11.75K	Jun 30, 26	--	0.05%
Janney Montgomery Scott LLC	11.74K	Jun 30, 26	--	0.05%
Creative Planning	11.56K	Jun 30, 26	-7.98K	0.05%
Atomi Financial Group, Inc.	11.55K	Jun 30, 26	+11.55K	0.05%
Newman Dignan & Sheerar, Inc.	11.54K	Jun 30, 26	-11.97K	0.05%
MONECO Advisors, LLC	10.89K	Jun 30, 26	--	0.05%
Pacific Excel Wealth Advisors, Inc.	10.88K	Jun 30, 26	+10.88K	0.05%
Heritage Family Offices, LLP	10.88K	Jun 30, 26	+10.88K	0.05%
JONES FINANCIAL COMPANIES LLLP	10.39K	Jun 30, 26	+6.62K	0.05%
CARY STREET PARTNERS FINANCIAL LLC	10.24K	Jun 30, 26	--	0.04%
Juno Financial Group LLC	10.24K	Jun 30, 26	+60	0.04%
COOPER/HAIMS ADVISORS, LLC	10.00K	Jun 30, 26	--	0.04%
PRIVATE TRUST CO NA	9.83K	Jun 30, 26	--	0.04%
Avidian Wealth Solutions, LLC	9.80K	Jun 30, 26	--	0.04%
FF Advisors,LLC	9.71K	Jun 30, 26	-1.02K	0.04%
ARROW FINANCIAL CORP	9.45K	Jun 30, 26	--	0.04%
Private Advisor Group, LLC	9.42K	Jun 30, 26	-8.08K	0.04%
Savant Capital, LLC	9.31K	Jun 30, 26	--	0.04%
Archford Capital Strategies, LLC	9.23K	Jun 30, 26	-2.80K	0.04%
Strategic Blueprint, LLC	9.16K	Jun 30, 26	--	0.04%
TPG Advisors LLC	9.09K	Jun 30, 26	--	0.04%
Accretive Wealth Partners, LLC	9.03K	Jun 30, 26	-1.35K	0.04%
SIGNATUREFD, LLC	8.99K	Jun 30, 26	--	0.04%
Summit Wealth Partners, LLC	8.92K	Jun 30, 26	--	0.04%
CORA CAPITAL ADVISORS LLC	8.76K	Jun 30, 26	-3.75K	0.04%
Beaumont Asset Management, L.L.C.	8.52K	Jun 30, 26	--	0.04%
HORAN Wealth, LLC	8.45K	Jun 30, 26	--	0.04%
Diversify Advisory Services, LLC	8.32K	Jun 30, 26	+8.32K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.32K	Jun 30, 26	+50	0.04%
Peloton Wealth Strategists	8.00K	Jun 30, 26	-3.00K	0.04%
Rockefeller Capital Management L.P.	6.45K	Jun 30, 26	-5.25K	0.03%
Ameritas Investment Partners, Inc.	6.16K	Jun 30, 26	+6	0.03%
FMR LLC	5.21K	Jun 30, 26	+4.77K	0.02%
Physician Wealth Advisors, Inc.	5.00K	Jun 30, 26	+5.00K	0.02%
Key FInancial Inc	3.79K	Jun 30, 26	+3.79K	0.02%
HARBOR INVESTMENT ADVISORY, LLC	3.66K	Jun 30, 26	--	0.02%
Addison Advisors LLC	3.54K	Jun 30, 26	+2.64K	0.02%
Hughes Financial Services, LLC	3.37K	Jun 30, 26	-257	0.01%
Glen Eagle Advisors, LLC	3.23K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.11K	Jun 30, 26	-3.11K	0.01%
MidFirst Bank	2.99K	Jun 30, 26	--	0.01%
Asset Dedication, LLC	2.96K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	2.91K	Jun 30, 26	+2.73K	0.01%
NorthAvenue LLC	2.33K	Jun 30, 26	--	0.01%
American Capital Advisory, LLC	2.22K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.06K	Jun 30, 26	--	0.01%
Bullock Wealth Management Group	2.00K	Jun 30, 26	+2.00K	0.01%
HARBOUR INVESTMENTS, INC.	1.98K	Jun 30, 26	+12	0.01%
Coastline Trust Co	1.92K	Jun 30, 26	--	0.01%
3 FACTOR INDEXING, LLC	1.01K	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	965	Jun 30, 26	--	0.00%
Bank of New Hampshire	905	Jun 30, 26	-1.00K	0.00%
Allworth Financial LP	802	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	480	Jun 30, 26	--	0.00%
BlackRock, Inc.	147	Jun 30, 26	--	0.00%
Caldwell Trust Co	29	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	19	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-36.18K	--
Krilogy Financial LLC	--	Jun 30, 26	-11.12K	--
Downshift Financial, LLC	--	Jun 30, 26	-11.03K	--
HM PAYSON & CO	--	Jun 30, 26	-3.90K	--
Wick Capital Partners, LLC	--	Jun 30, 26	-104.05K	--
Wolfstich Capital, LLC	--	Jun 30, 26	-83.38K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-28.13K	--
ALTERNA WEALTH MANAGEMENT, INC	--	Jun 30, 26	-11.59K	--
Mills Wealth Advisors LLC	--	Jun 30, 26	-21.03K	--
Advisory Services Network, LLC	--	Jun 30, 26	-725	--
SHUFRO ROSE & CO LLC	--	Jun 30, 26	-13.60K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-8.56K	--
Apollon Wealth Management, LLC	--	Jun 30, 26	-8.00K	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-32.25K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-14.81K	--
TRUIST FINANCIAL CORP	--	Jun 30, 26	-9.02K	--
Root Financial Partners, LLC	--	Jun 30, 26	-131	--
Commonwealth Financial Services, LLC	--	Jun 30, 26	-10.43K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-12.74K	--
Avail Investment Partners, LLC	--	Jun 30, 26	-30.26K	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-12.75K	--
Investment Research Partners LLC	--	Jun 30, 26	-30.26K	--
MOSELEY INVESTMENT MANAGEMENT INC	96.86K	Mar 31, 26	+14.00K	0.42%
CWM, LLC	87.02K	Mar 31, 26	+7.79K	0.38%
Signature Wealth Management Group	51.81K	Mar 31, 26	-5.79K	0.23%
First Affirmative Financial Network	19.83K	Mar 31, 26	+19.83K	0.09%
Red Tortoise LLC	17.51K	Mar 31, 26	+69	0.08%
Stephens Consulting, LLC	313	Dec 31, 25	--	0.00%
Exchange Capital Management, Inc.	14.90K	Jun 30, 25	-500	0.07%
Horan Securities, Inc.	8.45K	Jun 30, 25	--	0.04%
Orion Portfolio Solutions, LLC	44.56K	Mar 31, 25	+36.29K	0.20%
Sandy Spring Bank	43.87K	Mar 31, 25	+481	0.19%
Buffington Mohr McNeal	11.49K	Mar 31, 25	+981	0.05%
Kades & Cheifetz LLC	33.53K	Dec 31, 24	+9.68K	0.15%
Raymond James Financial Services Advisors, Inc.	286.10K	Sep 30, 24	+7.67K	1.25%
Gateway Advisory, LLC	110.09K	Sep 30, 24	+903	0.48%
RAYMOND JAMES & ASSOCIATES	108.76K	Sep 30, 24	+6.03K	0.48%
BENJAMIN F. EDWARDS & COMPANY, INC.	38.97K	Jun 30, 24	-2.28K	0.17%
BlackRock Inc.	144	Jun 30, 24	+1	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	724.21K	Mar 31, 24	+27.54K	3.17%
Cetera Advisor Networks LLC	23.39K	Mar 31, 24	+7.45K	0.10%
Cetera Advisors LLC	21.25K	Mar 31, 24	+21.25K	0.09%
COLONY GROUP LLC	33.41K	Sep 30, 23	+1.00K	0.15%
Virginia National Bank	13.64K	Sep 30, 23	--	0.06%
PFS INVESTMENTS INC.	84.83K	Jun 30, 23	-3.90K	0.37%
LEO BROKERAGE, LLC	11.65K	Jun 30, 23	+11.65K	0.05%
Vigilant Capital Management, LLC	3.52K	Jun 30, 23	+130	0.02%
BerganKDV Wealth Management, LLC	2.63K	Jun 30, 23	+2.63K	0.01%
Sargent Bickham Lagudis LLC	32.26K	Dec 31, 22	+32.26K	0.14%
BRR OpCo, LLC	160.69K	Sep 30, 22	+160.69K	0.70%
American Portfolios Advisors	57.31K	Sep 30, 22	+50.71K	0.25%
Farmer Steven Patrick	195.07K	Jun 30, 22	+195.07K	0.85%
Altium Wealth Management LLC	9.14K	Jun 30, 22	+9.14K	0.04%
Azimuth Capital Management LLC	594.30K	Mar 31, 22	-36.50K	2.60%
Homrich & Berg	10.13K	Sep 30, 21	--	0.04%
Beacon Pointe Wealth Advisors, LLC	13.18K	Dec 31, 19	+13.18K	0.06%
CAPITAL ONE, NATIONAL ASSOCIATION	12.36K	Dec 31, 19	+12.36K	0.05%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

2.06M

Jun 30, 26

+68.88K

9.00%

MERCER GLOBAL ADVISORS INC /ADV

1.70M

Jun 30, 26

+117.54K

7.42%

Rossmore Private Capital

1.44M

Jun 30, 26

-66

6.32%

NewEdge Advisors, LLC

732.00K

Jun 30, 26

+32.49K

3.20%

US BANCORP \DE\

652.82K

Jun 30, 26

+8.96K

2.86%

Integrated Wealth Concepts LLC

560.20K

Jun 30, 26

+193.71K

2.45%

Lido Advisors, LLC

555.77K

Jun 30, 26

-12.97K

2.43%

Kathmere Capital Management, LLC

553.90K

Jun 30, 26

+94.41K

2.42%

LBMC INVESTMENT ADVISORS, LLC

520.30K

Jun 30, 26

-4.84K

2.28%

WELLS FARGO & COMPANY/MN

461.39K

Jun 30, 26

-2.24K

2.02%

LPL Financial LLC

386.85K

Jun 30, 26

-17.46K

1.69%

Hills Bank & Trust Co

378.13K

Jun 30, 26

-12.05K

1.66%

MORGAN STANLEY

367.26K

Jun 30, 26

+35.26K

1.61%

Covington Investment Advisors Inc.

324.42K

Jun 30, 26

+480

1.42%

UBS Group AG

312.08K

Jun 30, 26

-69.23K

1.37%

Paradiem, LLC

294.15K

Jun 30, 26

1.29%

LEAVELL INVESTMENT MANAGEMENT, INC.

273.82K

Jun 30, 26

+18.00K

1.20%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

269.72K

Jun 30, 26

+38.08K

1.18%

HighTower Advisors, LLC

246.53K

Jun 30, 26

-21.62K

1.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

244.40K

Jun 30, 26

-8.67K

1.07%

CENTRAL TRUST Co

215.59K

Jun 30, 26

+9.45K

0.94%

Sound View Wealth Advisors Group, LLC

214.68K

Jun 30, 26

-12.97K

0.94%

Cyndeo Wealth Partners, LLC

201.21K

Jun 30, 26

+11.50K

0.88%

Praetorian Wealth Management, Inc.

198.06K

Jun 30, 26

-16.56K

0.87%

ENVESTNET ASSET MANAGEMENT INC

192.53K

Jun 30, 26

+10.36K

0.84%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

182.11K

Jun 30, 26

+14.82K

0.80%

RAYMOND JAMES FINANCIAL INC

175.53K

Jun 30, 26

-2.72K

0.77%

HOWLAND CAPITAL MANAGEMENT LLC

174.67K

Jun 30, 26

-9.50K

0.76%

COMMONWEALTH EQUITY SERVICES, LLC

149.07K

Jun 30, 26

-5.72K

0.65%

Beacon Pointe Advisors, LLC

135.04K

Jun 30, 26

-5.41K

0.59%

COLDSTREAM CAPITAL MANAGEMENT INC

127.21K

Jun 30, 26

-671

0.56%

Kovitz Investment Group Partners, LLC

106.15K

Jun 30, 26

+2.98K

0.46%

Sanctuary Advisors, LLC

105.46K

Jun 30, 26

+499

0.46%

Quantum Financial Advisors, LLC

103.72K

Jun 30, 26

-29.39K

0.45%

Parkway Wealth Management Group, LLC

98.37K

Jun 30, 26

+2.27K

0.43%

SONATA CAPITAL GROUP INC

95.68K

Jun 30, 26

0.42%

Cetera Investment Advisers

95.23K

Jun 30, 26

-3.68K

0.42%

Valmark Advisers, Inc.

91.90K

Jun 30, 26

+10.55K

0.40%

Atwater Malick LLC

90.16K

Jun 30, 26

0.39%

STIFEL FINANCIAL CORP

76.94K

Jun 30, 26

+924

0.34%

IHT Wealth Management, LLC

76.42K

Jun 30, 26

+451

0.33%

RIA Advisory Group LLC

75.22K

Jun 30, 26

+15.89K

0.33%

BLUE SQUARE ASSET MANAGEMENT, LLC

74.01K

Jun 30, 26

-490

0.32%

New England Private Wealth Advisors LLC

73.39K

Jun 30, 26

+34

0.32%

Kastel Capital Advisors, LLC

71.55K

Jun 30, 26

-4.29K

0.31%

Granite Harbor Advisors, Inc.

67.35K

Jun 30, 26

0.29%

Scissortail Wealth Management, LLC

64.99K

Jun 30, 26

+11.56K

0.28%

REGIONS FINANCIAL CORP

62.74K

Jun 30, 26

+19.18K

0.27%

AMERIPRISE FINANCIAL INC

61.67K

Jun 30, 26

-26.32K

0.27%

ROYAL BANK OF CANADA

59.88K

Jun 30, 26

+450

0.26%

KESTRA PRIVATE WEALTH SERVICES, LLC

59.85K

Jun 30, 26

-4.83K

0.26%

Brookstone Capital Management

58.20K

Jun 30, 26

+16.68K

0.25%

PHILLIPS FINANCIAL MANAGEMENT, LLC

57.22K

Jun 30, 26

-1.99K

0.25%

Clearstead Advisors, LLC

56.79K

Jun 30, 26

-1.53K

0.25%

Capital Investment Advisors, LLC

56.61K

Jun 30, 26

-2.68K

0.25%

Glenview Trust Co

54.50K

Jun 30, 26

0.24%

Financial Engines Advisors L.L.C.

54.36K

Jun 30, 26

-162

0.24%

ADVISOR GROUP HOLDINGS, INC.

54.05K

Jun 30, 26

-6.36K

0.24%

Lantz Financial LLC

52.70K

Jun 30, 26

-141

0.23%

Evergreen Private Wealth LLC

52.08K

Jun 30, 26

-107

0.23%

SPINNAKER TRUST

52.00K

Jun 30, 26

0.23%

TITLEIST ASSET MANAGEMENT, LLC

49.97K

Jun 30, 26

+49.97K

0.22%

Colony Group, LLC

49.35K

Jun 30, 26

-22.71K

0.22%

Resources Investment Advisors, LLC.

48.92K

Jun 30, 26

-4.11K

0.21%

CAPTRUST FINANCIAL ADVISORS

48.50K

Jun 30, 26

+28.54K

0.21%

PSI Advisors, LLC

48.37K

Jun 30, 26

-83.47K

0.21%

O'Domhnaill Enterprises, Inc.

47.12K

Jun 30, 26

+3.15K

0.21%

SUMMITPOINT CAPITAL MANAGEMENT

46.45K

Jun 30, 26

+458

0.20%

Catalytic Wealth RIA, LLC

46.40K

Jun 30, 26

+871

0.20%

JANE STREET GROUP, LLC

46.28K

Jun 30, 26

-27.13K

0.20%

HRT FINANCIAL LP

43.15K

Jun 30, 26

+29.49K

0.19%

ASSETMARK, INC

41.19K

Jun 30, 26

-62.40K

0.18%

DEUTSCHE BANK AG\

41.02K

Jun 30, 26

0.18%

Godshalk Welsh Capital Management, Inc.

40.50K

Jun 30, 26

+3.00K

0.18%

POSTROCK PARTNERS LLC

38.61K

Jun 30, 26

+1.95K

0.17%

Jacobi Capital Management LLC

36.40K

Jun 30, 26

+36.40K

0.16%

Stratos Wealth Partners, LTD.

35.94K

Jun 30, 26

-766

0.16%

JAMES INVESTMENT RESEARCH INC

35.84K

Jun 30, 26

0.16%

Baird Financial Group, Inc.

35.80K

Jun 30, 26

+800

0.16%

Prism Advisors, Inc.

35.66K

Jun 30, 26

0.16%

Strid Group, LLC

35.06K

Jun 30, 26

0.15%

Helen Stephens Group, LLC

34.73K

Jun 30, 26

-13.45K

0.15%

HEFFERNAN ADVISORY, INC

32.66K

Jun 30, 26

0.14%

IFP Advisors, Inc

32.03K

Jun 30, 26

-263

0.14%

Snowden Capital Advisors LLC

31.70K

Jun 30, 26

0.14%

Cambridge Investment Research Advisors, Inc.

31.16K

Jun 30, 26

+1.05K

0.14%

Mariner, LLC

30.37K

Jun 30, 26

0.13%

Atlantic Union Bankshares Corp

30.10K

Jun 30, 26

-10.26K

0.13%

Crews Bank & Trust

29.94K

Jun 30, 26

-2.00K

0.13%

ROOF EIDAM & MAYCOCK/ADV

29.90K

Jun 30, 26

+50

0.13%

Cove Private Wealth, LLC

29.00K

Jun 30, 26

+29.00K

0.13%

Financial Advisory Corp

27.88K

Jun 30, 26

+2.79K

0.12%

FIRST NATIONAL TRUST CO

27.45K

Jun 30, 26

+80

0.12%

Modern Wealth Management, LLC

27.20K

Jun 30, 26

-10.65K

0.12%

Resonant Capital Advisors, LLC

27.05K

Jun 30, 26

-409

0.12%

Miracle Mile Advisors, LLC

25.67K

Jun 30, 26

+1.58K

0.11%

Parallel Advisors, LLC

24.81K

Jun 30, 26

0.11%

SILVERLAKE WEALTH MANAGEMENT LLC

24.72K

Jun 30, 26

+3.86K

0.11%

10Elms LLP

24.59K

Jun 30, 26

0.11%

Eldridge Investment Advisors, Inc.

23.04K

Jun 30, 26

-15

0.10%

SMITH, MOORE & CO.

22.90K

Jun 30, 26

+1.00K

0.10%

CFS Investment Advisory Services, LLC

22.87K

Jun 30, 26

-5.00K

0.10%

GOULD ASSET MANAGEMENT LLC /CA/

22.66K

Jun 30, 26

+840

0.10%

Foundry Financial Group, Inc.

22.14K

Jun 30, 26

-2.57K

0.10%

SENTINEL PENSION ADVISORS INC

21.99K

Jun 30, 26

+291

0.10%

Curbstone Financial Management Corp

21.62K

Jun 30, 26

0.09%

Princeton Global Asset Management LLC

19.82K

Jun 30, 26

0.09%

Sovereign Financial Group, Inc.

19.50K

Jun 30, 26

0.09%

RIVERCHASE WEALTH MANAGEMENT, LLC

18.21K

Jun 30, 26

-2.46K

0.08%

WealthBridge Capital Management, LLC

17.79K

Jun 30, 26

+163

0.08%

BIP Wealth, LLC

17.61K

Jun 30, 26

+17.61K

0.08%

SRS Capital Advisors, Inc.

16.89K

Jun 30, 26

+16.89K

0.07%

CITADEL ADVISORS LLC

15.89K

Jun 30, 26

+4.63K

0.07%

OneAscent Financial Services LLC

15.81K

Jun 30, 26

+15.81K

0.07%

Redhawk Wealth Advisors, Inc.

15.80K

Jun 30, 26

+15.80K

0.07%

SAX WEALTH ADVISORS, LLC

15.26K

Jun 30, 26

0.07%

Atria Investments, Inc

14.91K

Jun 30, 26

0.07%

Wealthspire Advisors, LLC

14.43K

Jun 30, 26

+4.29K

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

14.40K

Jun 30, 26

-448

0.06%

MV CAPITAL MANAGEMENT, INC.

14.30K

Jun 30, 26

0.06%

WEDBUSH SECURITIES INC

13.65K

Jun 30, 26

+13.65K

0.06%

EP Wealth Advisors, LLC

13.46K

Jun 30, 26

+1.98K

0.06%

Avantax Planning Partners, Inc.

13.23K

Jun 30, 26

0.06%

CONFLUENCE INVESTMENT MANAGEMENT LLC

12.96K

Jun 30, 26

-194

0.06%

Trust Co

11.75K

Jun 30, 26

0.05%

Janney Montgomery Scott LLC

11.74K

Jun 30, 26

0.05%

Creative Planning

11.56K

Jun 30, 26

-7.98K

0.05%

Atomi Financial Group, Inc.

11.55K

Jun 30, 26

+11.55K

0.05%

Newman Dignan & Sheerar, Inc.

11.54K

Jun 30, 26

-11.97K

0.05%

MONECO Advisors, LLC

10.89K

Jun 30, 26

0.05%

Pacific Excel Wealth Advisors, Inc.

10.88K

Jun 30, 26

+10.88K

0.05%

Heritage Family Offices, LLP

10.88K

Jun 30, 26

+10.88K

0.05%

JONES FINANCIAL COMPANIES LLLP

10.39K

Jun 30, 26

+6.62K

0.05%

CARY STREET PARTNERS FINANCIAL LLC

10.24K

Jun 30, 26

0.04%

Juno Financial Group LLC

10.24K

Jun 30, 26

+60

0.04%

COOPER/HAIMS ADVISORS, LLC

10.00K

Jun 30, 26

0.04%

PRIVATE TRUST CO NA

9.83K

Jun 30, 26

0.04%

Avidian Wealth Solutions, LLC

9.80K

Jun 30, 26

0.04%

FF Advisors,LLC

9.71K

Jun 30, 26

-1.02K

0.04%

ARROW FINANCIAL CORP

9.45K

Jun 30, 26

0.04%

Private Advisor Group, LLC

9.42K

Jun 30, 26

-8.08K

0.04%

Savant Capital, LLC

9.31K

Jun 30, 26

0.04%

Archford Capital Strategies, LLC

9.23K

Jun 30, 26

-2.80K

0.04%

Strategic Blueprint, LLC

9.16K

Jun 30, 26

0.04%

TPG Advisors LLC

9.09K

Jun 30, 26

0.04%

Accretive Wealth Partners, LLC

9.03K

Jun 30, 26

-1.35K

0.04%

SIGNATUREFD, LLC

8.99K

Jun 30, 26

0.04%

Summit Wealth Partners, LLC

8.92K

Jun 30, 26

0.04%

CORA CAPITAL ADVISORS LLC

8.76K

Jun 30, 26

-3.75K

0.04%

Beaumont Asset Management, L.L.C.

8.52K

Jun 30, 26

0.04%

HORAN Wealth, LLC

8.45K

Jun 30, 26

0.04%

Diversify Advisory Services, LLC

8.32K

Jun 30, 26

+8.32K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.32K

Jun 30, 26

+50

0.04%

Peloton Wealth Strategists

8.00K

Jun 30, 26

-3.00K

0.04%

Rockefeller Capital Management L.P.

6.45K

Jun 30, 26

-5.25K

0.03%

Ameritas Investment Partners, Inc.

6.16K

Jun 30, 26

0.03%

FMR LLC

5.21K

Jun 30, 26

+4.77K

0.02%

Physician Wealth Advisors, Inc.

5.00K

Jun 30, 26

+5.00K

0.02%

Key FInancial Inc

3.79K

Jun 30, 26

+3.79K

0.02%

HARBOR INVESTMENT ADVISORY, LLC

3.66K

Jun 30, 26

0.02%

Addison Advisors LLC

3.54K

Jun 30, 26

+2.64K

0.02%

Hughes Financial Services, LLC

3.37K

Jun 30, 26

-257

0.01%

Glen Eagle Advisors, LLC

3.23K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.11K

Jun 30, 26

-3.11K

0.01%

MidFirst Bank

2.99K

Jun 30, 26

0.01%

Asset Dedication, LLC

2.96K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

2.91K

Jun 30, 26

+2.73K

0.01%

NorthAvenue LLC

2.33K

Jun 30, 26

0.01%

American Capital Advisory, LLC

2.22K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.06K

Jun 30, 26

0.01%

Bullock Wealth Management Group

2.00K

Jun 30, 26

+2.00K

0.01%

HARBOUR INVESTMENTS, INC.

1.98K

Jun 30, 26

+12

0.01%

Coastline Trust Co

1.92K

Jun 30, 26

0.01%

3 FACTOR INDEXING, LLC

1.01K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

965

Jun 30, 26

0.00%

Bank of New Hampshire

905

Jun 30, 26

-1.00K

0.00%

Allworth Financial LP

802

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

480

Jun 30, 26

0.00%

BlackRock, Inc.

147

Jun 30, 26

0.00%

Caldwell Trust Co

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-36.18K

Krilogy Financial LLC

Jun 30, 26

-11.12K

Downshift Financial, LLC

Jun 30, 26

-11.03K

HM PAYSON & CO

Jun 30, 26

-3.90K

Wick Capital Partners, LLC

Jun 30, 26

-104.05K

Wolfstich Capital, LLC

Jun 30, 26

-83.38K

FLOW TRADERS U.S. LLC

Jun 30, 26

-28.13K

ALTERNA WEALTH MANAGEMENT, INC

Jun 30, 26

-11.59K

Mills Wealth Advisors LLC

Jun 30, 26

-21.03K

Advisory Services Network, LLC

Jun 30, 26

-725

SHUFRO ROSE & CO LLC

Jun 30, 26

-13.60K

OLD MISSION CAPITAL LLC

Jun 30, 26

-8.56K

Apollon Wealth Management, LLC

Jun 30, 26

-8.00K

JPMORGAN CHASE & CO

Jun 30, 26

-32.25K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-14.81K

TRUIST FINANCIAL CORP

Jun 30, 26

-9.02K

Root Financial Partners, LLC

Jun 30, 26

-131

Commonwealth Financial Services, LLC

Jun 30, 26

-10.43K

Belpointe Asset Management LLC

Jun 30, 26

-12.74K

Avail Investment Partners, LLC

Jun 30, 26

-30.26K

VisionPoint Advisory Group, LLC

Jun 30, 26

-12.75K

Investment Research Partners LLC

Jun 30, 26

-30.26K

MOSELEY INVESTMENT MANAGEMENT INC

96.86K

Mar 31, 26

+14.00K

0.42%

CWM, LLC

87.02K

Mar 31, 26

+7.79K

0.38%

Signature Wealth Management Group

51.81K

Mar 31, 26

-5.79K

0.23%

First Affirmative Financial Network

19.83K

Mar 31, 26

+19.83K

0.09%

Red Tortoise LLC

17.51K

Mar 31, 26

+69

0.08%

Stephens Consulting, LLC

313

Dec 31, 25

0.00%

Exchange Capital Management, Inc.

14.90K

Jun 30, 25

-500

0.07%

Horan Securities, Inc.

8.45K

Jun 30, 25

0.04%

Orion Portfolio Solutions, LLC

44.56K

Mar 31, 25

+36.29K

0.20%

Sandy Spring Bank

43.87K

Mar 31, 25

+481

0.19%

Buffington Mohr McNeal

11.49K

Mar 31, 25

+981

0.05%

Kades & Cheifetz LLC

33.53K

Dec 31, 24

+9.68K

0.15%

Raymond James Financial Services Advisors, Inc.

286.10K

Sep 30, 24

+7.67K

1.25%

Gateway Advisory, LLC

110.09K

Sep 30, 24

+903

0.48%

RAYMOND JAMES & ASSOCIATES

108.76K

Sep 30, 24

+6.03K

0.48%

BENJAMIN F. EDWARDS & COMPANY, INC.

38.97K

Jun 30, 24

-2.28K

0.17%

BlackRock Inc.

144

Jun 30, 24

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

724.21K

Mar 31, 24

+27.54K

3.17%

Cetera Advisor Networks LLC

23.39K

Mar 31, 24

+7.45K

0.10%

Cetera Advisors LLC

21.25K

Mar 31, 24

+21.25K

0.09%

COLONY GROUP LLC

33.41K

Sep 30, 23

+1.00K

0.15%

Virginia National Bank

13.64K

Sep 30, 23

0.06%

PFS INVESTMENTS INC.

84.83K

Jun 30, 23

-3.90K

0.37%

LEO BROKERAGE, LLC

11.65K

Jun 30, 23

+11.65K

0.05%

Vigilant Capital Management, LLC

3.52K

Jun 30, 23

+130

0.02%

BerganKDV Wealth Management, LLC

2.63K

Jun 30, 23

+2.63K

0.01%

Sargent Bickham Lagudis LLC

32.26K

Dec 31, 22

+32.26K

0.14%

BRR OpCo, LLC

160.69K

Sep 30, 22

+160.69K

0.70%

American Portfolios Advisors

57.31K

Sep 30, 22

+50.71K

0.25%

Farmer Steven Patrick

195.07K

Jun 30, 22

+195.07K

0.85%

Altium Wealth Management LLC

9.14K

Jun 30, 22

+9.14K

0.04%

Azimuth Capital Management LLC

594.30K

Mar 31, 22

-36.50K

2.60%

Homrich & Berg

10.13K

Sep 30, 21

0.04%

Beacon Pointe Wealth Advisors, LLC

13.18K

Dec 31, 19

+13.18K

0.06%

CAPITAL ONE, NATIONAL ASSOCIATION

12.36K

Dec 31, 19

+12.36K

0.05%