iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO)

$25.60—

Chart

iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO)

USBATS

$25.60—

Chart Studio

IBMO(IBMO)

IBMO

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 223 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	1.99M	Mar 31, 26	-62.03K	8.67%
MERCER GLOBAL ADVISORS INC /ADV	1.58M	Mar 31, 26	-544.33K	6.88%
Rossmore Private Capital	1.44M	Mar 31, 26	-1.64K	6.29%
NewEdge Advisors, LLC	699.51K	Mar 31, 26	+12.79K	3.05%
US BANCORP \DE\	643.86K	Mar 31, 26	-44.63K	2.81%
Lido Advisors, LLC	568.74K	Mar 31, 26	+189.06K	2.48%
LBMC INVESTMENT ADVISORS, LLC	525.14K	Mar 31, 26	+9.41K	2.29%
WELLS FARGO & COMPANY/MN	463.63K	Mar 31, 26	-10.46K	2.02%
Kathmere Capital Management, LLC	459.49K	Mar 31, 26	-12.11K	2.00%
LPL Financial LLC	404.32K	Mar 31, 26	-5.95K	1.76%
Hills Bank & Trust Co	390.18K	Mar 31, 26	-561	1.70%
UBS Group AG	381.31K	Mar 31, 26	-40.14K	1.66%
Integrated Wealth Concepts LLC	366.50K	Mar 31, 26	-10.30K	1.60%
MORGAN STANLEY	332.00K	Mar 31, 26	+46.25K	1.45%
Covington Investment Advisors Inc.	323.94K	Mar 31, 26	-3.15K	1.41%
Paradiem, LLC	294.15K	Mar 31, 26	+158.38K	1.28%
HighTower Advisors, LLC	268.15K	Mar 31, 26	+3.06K	1.17%
LEAVELL INVESTMENT MANAGEMENT, INC.	255.82K	Mar 31, 26	-44.07K	1.12%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	253.07K	Mar 31, 26	-52.56K	1.10%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	231.64K	Mar 31, 26	+36.02K	1.01%
Sound View Wealth Advisors Group, LLC	227.64K	Mar 31, 26	+12.11K	0.99%
Praetorian Wealth Management, Inc.	214.61K	Mar 31, 26	-26.97K	0.94%
CENTRAL TRUST Co	206.15K	Mar 31, 26	+6.60K	0.90%
Cyndeo Wealth Partners, LLC	189.71K	Mar 31, 26	+43.40K	0.83%
HOWLAND CAPITAL MANAGEMENT LLC	184.18K	Mar 31, 26	-9.88K	0.80%
ENVESTNET ASSET MANAGEMENT INC	182.17K	Mar 31, 26	+182.17K	0.79%
RAYMOND JAMES FINANCIAL INC	178.25K	Mar 31, 26	-4.59K	0.78%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	167.29K	Mar 31, 26	+35.82K	0.73%
COMMONWEALTH EQUITY SERVICES, LLC	154.79K	Mar 31, 26	-18.08K	0.67%
Beacon Pointe Advisors, LLC	140.45K	Mar 31, 26	+4.63K	0.61%
Quantum Financial Advisors, LLC	133.11K	Mar 31, 26	-75.75K	0.58%
PSI Advisors, LLC	131.85K	Mar 31, 26	--	0.57%
COLDSTREAM CAPITAL MANAGEMENT INC	127.88K	Mar 31, 26	+784	0.56%
Sanctuary Advisors, LLC	104.96K	Mar 31, 26	-30.76K	0.46%
Wick Capital Partners, LLC	104.05K	Mar 31, 26	+37	0.45%
ASSETMARK, INC	103.59K	Mar 31, 26	+8.39K	0.45%
Kovitz Investment Group Partners, LLC	103.17K	Mar 31, 26	-1.25K	0.45%
Cetera Investment Advisers	98.90K	Mar 31, 26	+51.28K	0.43%
MOSELEY INVESTMENT MANAGEMENT INC	96.86K	Mar 31, 26	+14.00K	0.42%
SONATA CAPITAL GROUP INC	95.68K	Mar 31, 26	--	0.42%
Atwater Malick LLC	90.16K	Mar 31, 26	-11.89K	0.39%
AMERIPRISE FINANCIAL INC	87.99K	Mar 31, 26	-5.90K	0.38%
CWM, LLC	87.02K	Mar 31, 26	+7.79K	0.38%
Wolfstich Capital, LLC	83.38K	Mar 31, 26	+83.38K	0.36%
Valmark Advisers, Inc.	81.35K	Mar 31, 26	+6.97K	0.35%
STIFEL FINANCIAL CORP	76.02K	Mar 31, 26	+5.78K	0.33%
IHT Wealth Management, LLC	75.97K	Mar 31, 26	+302	0.33%
BLUE SQUARE ASSET MANAGEMENT, LLC	74.50K	Mar 31, 26	+28.66K	0.32%
JANE STREET GROUP, LLC	73.41K	Mar 31, 26	+61.17K	0.32%
New England Private Wealth Advisors LLC	73.36K	Mar 31, 26	+18	0.32%
Colony Group, LLC	72.07K	Mar 31, 26	+2.41K	0.31%
Granite Harbor Advisors, Inc.	67.35K	Mar 31, 26	--	0.29%
KESTRA PRIVATE WEALTH SERVICES, LLC	64.68K	Mar 31, 26	-6.91K	0.28%
ADVISOR GROUP HOLDINGS, INC.	60.42K	Mar 31, 26	-284	0.26%
ROYAL BANK OF CANADA	59.43K	Mar 31, 26	-33.88K	0.26%
RIA Advisory Group LLC	59.33K	Mar 31, 26	+484	0.26%
Capital Investment Advisors, LLC	59.28K	Mar 31, 26	-7.20K	0.26%
PHILLIPS FINANCIAL MANAGEMENT, LLC	59.22K	Mar 31, 26	--	0.26%
Clearstead Advisors, LLC	58.31K	Mar 31, 26	+197	0.25%
Financial Engines Advisors L.L.C.	54.52K	Mar 31, 26	-4.69K	0.24%
Glenview Trust Co	54.50K	Mar 31, 26	-998	0.24%
Scissortail Wealth Management, LLC	53.43K	Mar 31, 26	+2.70K	0.23%
Resources Investment Advisors, LLC.	53.03K	Mar 31, 26	-5.57K	0.23%
Lantz Financial LLC	52.84K	Mar 31, 26	+10.24K	0.23%
Evergreen Private Wealth LLC	52.19K	Mar 31, 26	+2.80K	0.23%
SPINNAKER TRUST	52.00K	Mar 31, 26	--	0.23%
Signature Wealth Management Group	51.81K	Mar 31, 26	-5.79K	0.23%
Helen Stephens Group, LLC	48.18K	Mar 31, 26	+5.35K	0.21%
Catalytic Wealth RIA, LLC	45.53K	Mar 31, 26	+2.88K	0.20%
REGIONS FINANCIAL CORP	43.57K	Mar 31, 26	-29.91K	0.19%
Brookstone Capital Management	41.52K	Mar 31, 26	+8.88K	0.18%
DEUTSCHE BANK AG\	41.02K	Mar 31, 26	--	0.18%
Atlantic Union Bankshares Corp	40.36K	Mar 31, 26	-1.79K	0.18%
Modern Wealth Management, LLC	37.85K	Mar 31, 26	+5.45K	0.17%
Godshalk Welsh Capital Management, Inc.	37.50K	Mar 31, 26	+5.00K	0.16%
Stratos Wealth Partners, LTD.	36.71K	Mar 31, 26	-4.06K	0.16%
POSTROCK PARTNERS LLC	36.66K	Mar 31, 26	+350	0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.18K	Mar 31, 26	+18.10K	0.16%
JAMES INVESTMENT RESEARCH INC	35.84K	Mar 31, 26	-19.60K	0.16%
Prism Advisors, Inc.	35.66K	Mar 31, 26	--	0.16%
Strid Group, LLC	35.06K	Mar 31, 26	--	0.15%
Baird Financial Group, Inc.	35.00K	Mar 31, 26	--	0.15%
IFP Advisors, Inc	32.29K	Mar 31, 26	+6.79K	0.14%
JPMORGAN CHASE & CO	32.25K	Mar 31, 26	+32.25K	0.14%
Crews Bank & Trust	31.94K	Mar 31, 26	-631	0.14%
Snowden Capital Advisors LLC	31.70K	Mar 31, 26	--	0.14%
Mariner, LLC	30.36K	Mar 31, 26	-1.95K	0.13%
Cambridge Investment Research Advisors, Inc.	30.11K	Mar 31, 26	-2.71K	0.13%
ROOF EIDAM & MAYCOCK/ADV	29.85K	Mar 31, 26	+34	0.13%
FLOW TRADERS U.S. LLC	28.13K	Mar 31, 26	+28.13K	0.12%
CFS Investment Advisory Services, LLC	27.88K	Mar 31, 26	-1.66K	0.12%
Resonant Capital Advisors, LLC	27.46K	Mar 31, 26	--	0.12%
FIRST NATIONAL TRUST CO	27.37K	Mar 31, 26	-912	0.12%
Financial Advisory Corp	25.08K	Mar 31, 26	--	0.11%
Parallel Advisors, LLC	24.81K	Mar 31, 26	--	0.11%
Foundry Financial Group, Inc.	24.71K	Mar 31, 26	-31	0.11%
10Elms LLP	24.59K	Mar 31, 26	+250	0.11%
Miracle Mile Advisors, LLC	24.09K	Mar 31, 26	+24.09K	0.11%
Newman Dignan & Sheerar, Inc.	23.51K	Mar 31, 26	-22.13K	0.10%
Eldridge Investment Advisors, Inc.	23.05K	Mar 31, 26	+400	0.10%
SMITH, MOORE & CO.	21.90K	Mar 31, 26	+2.74K	0.10%
GOULD ASSET MANAGEMENT LLC /CA/	21.82K	Mar 31, 26	+35	0.10%
SENTINEL PENSION ADVISORS INC	21.70K	Mar 31, 26	-47.33K	0.09%
Curbstone Financial Management Corp	21.62K	Mar 31, 26	--	0.09%
Mills Wealth Advisors LLC	21.03K	Mar 31, 26	+21.03K	0.09%
SILVERLAKE WEALTH MANAGEMENT LLC	20.86K	Mar 31, 26	+20.86K	0.09%
RIVERCHASE WEALTH MANAGEMENT, LLC	20.67K	Mar 31, 26	--	0.09%
CAPTRUST FINANCIAL ADVISORS	19.96K	Mar 31, 26	-1.35K	0.09%
First Affirmative Financial Network	19.83K	Mar 31, 26	+19.83K	0.09%
Princeton Global Asset Management LLC	19.82K	Mar 31, 26	-775	0.09%
Creative Planning	19.54K	Mar 31, 26	+5.25K	0.09%
Sovereign Financial Group, Inc.	19.50K	Mar 31, 26	+19.50K	0.09%
WealthBridge Capital Management, LLC	17.63K	Mar 31, 26	+1.18K	0.08%
Red Tortoise LLC	17.51K	Mar 31, 26	+69	0.08%
Private Advisor Group, LLC	17.49K	Mar 31, 26	-225	0.08%
SAX WEALTH ADVISORS, LLC	15.26K	Mar 31, 26	--	0.07%
Atria Investments, Inc	14.91K	Mar 31, 26	+378	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	14.85K	Mar 31, 26	-1.80K	0.06%
TWO SIGMA SECURITIES, LLC	14.81K	Mar 31, 26	+14.81K	0.06%
MV CAPITAL MANAGEMENT, INC.	14.30K	Mar 31, 26	--	0.06%
HRT FINANCIAL LP	13.66K	Mar 31, 26	+13.66K	0.06%
SHUFRO ROSE & CO LLC	13.60K	Mar 31, 26	+3.04K	0.06%
Avantax Planning Partners, Inc.	13.23K	Mar 31, 26	--	0.06%
VisionPoint Advisory Group, LLC	12.75K	Mar 31, 26	+12.75K	0.06%
Belpointe Asset Management LLC	12.74K	Mar 31, 26	-50.34K	0.06%
CORA CAPITAL ADVISORS LLC	12.50K	Mar 31, 26	--	0.05%
Archford Capital Strategies, LLC	12.03K	Mar 31, 26	-3.40K	0.05%
Trust Co	11.75K	Mar 31, 26	-1.96K	0.05%
Janney Montgomery Scott LLC	11.74K	Mar 31, 26	-2.28K	0.05%
Rockefeller Capital Management L.P.	11.70K	Mar 31, 26	+21	0.05%
ALTERNA WEALTH MANAGEMENT, INC	11.59K	Mar 31, 26	--	0.05%
EP Wealth Advisors, LLC	11.49K	Mar 31, 26	--	0.05%
CITADEL ADVISORS LLC	11.26K	Mar 31, 26	+11.26K	0.05%
Krilogy Financial LLC	11.12K	Mar 31, 26	-2.87K	0.05%
Peloton Wealth Strategists	11.00K	Mar 31, 26	--	0.05%
MONECO Advisors, LLC	10.89K	Mar 31, 26	--	0.05%
FF Advisors,LLC	10.73K	Mar 31, 26	-4.09K	0.05%
Commonwealth Financial Services, LLC	10.43K	Mar 31, 26	+248	0.05%
Accretive Wealth Partners, LLC	10.38K	Mar 31, 26	+10.38K	0.05%
CARY STREET PARTNERS FINANCIAL LLC	10.24K	Mar 31, 26	--	0.04%
Wealthspire Advisors, LLC	10.13K	Mar 31, 26	+10.13K	0.04%
COOPER/HAIMS ADVISORS, LLC	10.00K	Mar 31, 26	--	0.04%
PRIVATE TRUST CO NA	9.83K	Mar 31, 26	--	0.04%
Avidian Wealth Solutions, LLC	9.80K	Mar 31, 26	-4.68K	0.04%
ARROW FINANCIAL CORP	9.45K	Mar 31, 26	--	0.04%
Savant Capital, LLC	9.31K	Mar 31, 26	--	0.04%
Strategic Blueprint, LLC	9.16K	Mar 31, 26	--	0.04%
TPG Advisors LLC	9.09K	Mar 31, 26	--	0.04%
TRUIST FINANCIAL CORP	9.02K	Mar 31, 26	--	0.04%
SIGNATUREFD, LLC	8.99K	Mar 31, 26	--	0.04%
Summit Wealth Partners, LLC	8.92K	Mar 31, 26	--	0.04%
OLD MISSION CAPITAL LLC	8.56K	Mar 31, 26	+8.56K	0.04%
Beaumont Asset Management, L.L.C.	8.52K	Mar 31, 26	--	0.04%
HORAN Wealth, LLC	8.45K	Mar 31, 26	--	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.27K	Mar 31, 26	+8.27K	0.04%
Apollon Wealth Management, LLC	8.00K	Mar 31, 26	-4.00K	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.22K	Mar 31, 26	--	0.03%
Ameritas Investment Partners, Inc.	6.15K	Mar 31, 26	+184	0.03%
HM PAYSON & CO	3.90K	Mar 31, 26	+3.90K	0.02%
JONES FINANCIAL COMPANIES LLLP	3.78K	Mar 31, 26	+1.64K	0.02%
HARBOR INVESTMENT ADVISORY, LLC	3.66K	Mar 31, 26	--	0.02%
Hughes Financial Services, LLC	3.63K	Mar 31, 26	-3.06K	0.02%
Glen Eagle Advisors, LLC	3.23K	Mar 31, 26	--	0.01%
Asset Dedication, LLC	2.96K	Mar 31, 26	-5.18K	0.01%
American Capital Advisory, LLC	2.22K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.06K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.97K	Mar 31, 26	+8	0.01%
Coastline Trust Co	1.92K	Mar 31, 26	--	0.01%
Bank of New Hampshire	1.91K	Mar 31, 26	--	0.01%
Rialto Wealth Management, LLC	965	Mar 31, 26	--	0.00%
Addison Advisors LLC	895	Mar 31, 26	--	0.00%
Allworth Financial LP	802	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	725	Mar 31, 26	+725	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	480	Mar 31, 26	--	0.00%
FMR LLC	441	Mar 31, 26	-237	0.00%
Farther Finance Advisors, LLC	180	Mar 31, 26	--	0.00%
BlackRock, Inc.	147	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	131	Mar 31, 26	+131	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	19	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
AE Wealth Management LLC	--	Mar 31, 26	-38	--
ArborFi Advisors, LLC	--	Mar 31, 26	-7.93K	--
Klingman & Associates, LLC	--	Mar 31, 26	-9.35K	--
NOVEM GROUP	--	Mar 31, 26	-10.96K	--
Steward Partners Investment Advisory, LLC	--	Mar 31, 26	-2.82K	--
Cornell Pochily Investment Advisors, Inc.	--	Mar 31, 26	-8.71K	--
Legacy Private Trust Co.	--	Mar 31, 26	-7.87K	--
Elequin Securities, LLC	--	Mar 31, 26	-7.00K	--
MEMBERS WEALTH LLC	--	Mar 31, 26	-22.40K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-2.16K	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-640	--
Sound Income Strategies, LLC	--	Mar 31, 26	-23	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-8.22K	--
Stephens Consulting, LLC	313	Dec 31, 25	--	0.00%
Exchange Capital Management, Inc.	14.90K	Jun 30, 25	-500	0.06%
Horan Securities, Inc.	8.45K	Jun 30, 25	--	0.04%
Orion Portfolio Solutions, LLC	44.56K	Mar 31, 25	+36.29K	0.19%
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	0.47%
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	3.16%
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	2.59%
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%

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

BANK OF AMERICA CORP /DE/

1.99M

Mar 31, 26

-62.03K

8.67%

MERCER GLOBAL ADVISORS INC /ADV

1.58M

Mar 31, 26

-544.33K

6.88%

Rossmore Private Capital

1.44M

Mar 31, 26

-1.64K

6.29%

NewEdge Advisors, LLC

699.51K

Mar 31, 26

+12.79K

3.05%

US BANCORP \DE\

643.86K

Mar 31, 26

-44.63K

2.81%

Lido Advisors, LLC

568.74K

Mar 31, 26

+189.06K

2.48%

LBMC INVESTMENT ADVISORS, LLC

525.14K

Mar 31, 26

+9.41K

2.29%

WELLS FARGO & COMPANY/MN

463.63K

Mar 31, 26

-10.46K

2.02%

Kathmere Capital Management, LLC

459.49K

Mar 31, 26

-12.11K

2.00%

LPL Financial LLC

404.32K

Mar 31, 26

-5.95K

1.76%

Hills Bank & Trust Co

390.18K

Mar 31, 26

-561

1.70%

UBS Group AG

381.31K

Mar 31, 26

-40.14K

1.66%

Integrated Wealth Concepts LLC

366.50K

Mar 31, 26

-10.30K

1.60%

MORGAN STANLEY

332.00K

Mar 31, 26

+46.25K

1.45%

Covington Investment Advisors Inc.

323.94K

Mar 31, 26

-3.15K

1.41%

Paradiem, LLC

294.15K

Mar 31, 26

+158.38K

1.28%

HighTower Advisors, LLC

268.15K

Mar 31, 26

+3.06K

1.17%

LEAVELL INVESTMENT MANAGEMENT, INC.

255.82K

Mar 31, 26

-44.07K

1.12%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

253.07K

Mar 31, 26

-52.56K

1.10%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

231.64K

Mar 31, 26

+36.02K

1.01%

Sound View Wealth Advisors Group, LLC

227.64K

Mar 31, 26

+12.11K

0.99%

Praetorian Wealth Management, Inc.

214.61K

Mar 31, 26

-26.97K

0.94%

CENTRAL TRUST Co

206.15K

Mar 31, 26

+6.60K

0.90%

Cyndeo Wealth Partners, LLC

189.71K

Mar 31, 26

+43.40K

0.83%

HOWLAND CAPITAL MANAGEMENT LLC

184.18K

Mar 31, 26

-9.88K

0.80%

ENVESTNET ASSET MANAGEMENT INC

182.17K

Mar 31, 26

+182.17K

0.79%

RAYMOND JAMES FINANCIAL INC

178.25K

Mar 31, 26

-4.59K

0.78%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

167.29K

Mar 31, 26

+35.82K

0.73%

COMMONWEALTH EQUITY SERVICES, LLC

154.79K

Mar 31, 26

-18.08K

0.67%

Beacon Pointe Advisors, LLC

140.45K

Mar 31, 26

+4.63K

0.61%

Quantum Financial Advisors, LLC

133.11K

Mar 31, 26

-75.75K

0.58%

PSI Advisors, LLC

131.85K

Mar 31, 26

0.57%

COLDSTREAM CAPITAL MANAGEMENT INC

127.88K

Mar 31, 26

+784

0.56%

Sanctuary Advisors, LLC

104.96K

Mar 31, 26

-30.76K

0.46%

Wick Capital Partners, LLC

104.05K

Mar 31, 26

+37

0.45%

ASSETMARK, INC

103.59K

Mar 31, 26

+8.39K

0.45%

Kovitz Investment Group Partners, LLC

103.17K

Mar 31, 26

-1.25K

0.45%

Cetera Investment Advisers

98.90K

Mar 31, 26

+51.28K

0.43%

MOSELEY INVESTMENT MANAGEMENT INC

96.86K

Mar 31, 26

+14.00K

0.42%

SONATA CAPITAL GROUP INC

95.68K

Mar 31, 26

0.42%

Atwater Malick LLC

90.16K

Mar 31, 26

-11.89K

0.39%

AMERIPRISE FINANCIAL INC

87.99K

Mar 31, 26

-5.90K

0.38%

CWM, LLC

87.02K

Mar 31, 26

+7.79K

0.38%

Wolfstich Capital, LLC

83.38K

Mar 31, 26

+83.38K

0.36%

Valmark Advisers, Inc.

81.35K

Mar 31, 26

+6.97K

0.35%

STIFEL FINANCIAL CORP

76.02K

Mar 31, 26

+5.78K

0.33%

IHT Wealth Management, LLC

75.97K

Mar 31, 26

+302

0.33%

BLUE SQUARE ASSET MANAGEMENT, LLC

74.50K

Mar 31, 26

+28.66K

0.32%

JANE STREET GROUP, LLC

73.41K

Mar 31, 26

+61.17K

0.32%

New England Private Wealth Advisors LLC

73.36K

Mar 31, 26

+18

0.32%

Colony Group, LLC

72.07K

Mar 31, 26

+2.41K

0.31%

Granite Harbor Advisors, Inc.

67.35K

Mar 31, 26

0.29%

KESTRA PRIVATE WEALTH SERVICES, LLC

64.68K

Mar 31, 26

-6.91K

0.28%

ADVISOR GROUP HOLDINGS, INC.

60.42K

Mar 31, 26

-284

0.26%

ROYAL BANK OF CANADA

59.43K

Mar 31, 26

-33.88K

0.26%

RIA Advisory Group LLC

59.33K

Mar 31, 26

+484

0.26%

Capital Investment Advisors, LLC

59.28K

Mar 31, 26

-7.20K

0.26%

PHILLIPS FINANCIAL MANAGEMENT, LLC

59.22K

Mar 31, 26

0.26%

Clearstead Advisors, LLC

58.31K

Mar 31, 26

+197

0.25%

Financial Engines Advisors L.L.C.

54.52K

Mar 31, 26

-4.69K

0.24%

Glenview Trust Co

54.50K

Mar 31, 26

-998

0.24%

Scissortail Wealth Management, LLC

53.43K

Mar 31, 26

+2.70K

0.23%

Resources Investment Advisors, LLC.

53.03K

Mar 31, 26

-5.57K

0.23%

Lantz Financial LLC

52.84K

Mar 31, 26

+10.24K

0.23%

Evergreen Private Wealth LLC

52.19K

Mar 31, 26

+2.80K

0.23%

SPINNAKER TRUST

52.00K

Mar 31, 26

0.23%

Signature Wealth Management Group

51.81K

Mar 31, 26

-5.79K

0.23%

Helen Stephens Group, LLC

48.18K

Mar 31, 26

+5.35K

0.21%

Catalytic Wealth RIA, LLC

45.53K

Mar 31, 26

+2.88K

0.20%

REGIONS FINANCIAL CORP

43.57K

Mar 31, 26

-29.91K

0.19%

Brookstone Capital Management

41.52K

Mar 31, 26

+8.88K

0.18%

DEUTSCHE BANK AG\

41.02K

Mar 31, 26

0.18%

Atlantic Union Bankshares Corp

40.36K

Mar 31, 26

-1.79K

0.18%

Modern Wealth Management, LLC

37.85K

Mar 31, 26

+5.45K

0.17%

Godshalk Welsh Capital Management, Inc.

37.50K

Mar 31, 26

+5.00K

0.16%

Stratos Wealth Partners, LTD.

36.71K

Mar 31, 26

-4.06K

0.16%

POSTROCK PARTNERS LLC

36.66K

Mar 31, 26

+350

0.16%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.18K

Mar 31, 26

+18.10K

0.16%

JAMES INVESTMENT RESEARCH INC

35.84K

Mar 31, 26

-19.60K

0.16%

Prism Advisors, Inc.

35.66K

Mar 31, 26

0.16%

Strid Group, LLC

35.06K

Mar 31, 26

0.15%

Baird Financial Group, Inc.

35.00K

Mar 31, 26

0.15%

IFP Advisors, Inc

32.29K

Mar 31, 26

+6.79K

0.14%

JPMORGAN CHASE & CO

32.25K

Mar 31, 26

+32.25K

0.14%

Crews Bank & Trust

31.94K

Mar 31, 26

-631

0.14%

Snowden Capital Advisors LLC

31.70K

Mar 31, 26

0.14%

Mariner, LLC

30.36K

Mar 31, 26

-1.95K

0.13%

Cambridge Investment Research Advisors, Inc.

30.11K

Mar 31, 26

-2.71K

0.13%

ROOF EIDAM & MAYCOCK/ADV

29.85K

Mar 31, 26

+34

0.13%

FLOW TRADERS U.S. LLC

28.13K

Mar 31, 26

+28.13K

0.12%

CFS Investment Advisory Services, LLC

27.88K

Mar 31, 26

-1.66K

0.12%

Resonant Capital Advisors, LLC

27.46K

Mar 31, 26

0.12%

FIRST NATIONAL TRUST CO

27.37K

Mar 31, 26

-912

0.12%

Financial Advisory Corp

25.08K

Mar 31, 26

0.11%

Parallel Advisors, LLC

24.81K

Mar 31, 26

0.11%

Foundry Financial Group, Inc.

24.71K

Mar 31, 26

-31

0.11%

10Elms LLP

24.59K

Mar 31, 26

+250

0.11%

Miracle Mile Advisors, LLC

24.09K

Mar 31, 26

+24.09K

0.11%

Newman Dignan & Sheerar, Inc.

23.51K

Mar 31, 26

-22.13K

0.10%

Eldridge Investment Advisors, Inc.

23.05K

Mar 31, 26

+400

0.10%

SMITH, MOORE & CO.

21.90K

Mar 31, 26

+2.74K

0.10%

GOULD ASSET MANAGEMENT LLC /CA/

21.82K

Mar 31, 26

+35

0.10%

SENTINEL PENSION ADVISORS INC

21.70K

Mar 31, 26

-47.33K

0.09%

Curbstone Financial Management Corp

21.62K

Mar 31, 26

0.09%

Mills Wealth Advisors LLC

21.03K

Mar 31, 26

+21.03K

0.09%

SILVERLAKE WEALTH MANAGEMENT LLC

20.86K

Mar 31, 26

+20.86K

0.09%

RIVERCHASE WEALTH MANAGEMENT, LLC

20.67K

Mar 31, 26

0.09%

CAPTRUST FINANCIAL ADVISORS

19.96K

Mar 31, 26

-1.35K

0.09%

First Affirmative Financial Network

19.83K

Mar 31, 26

+19.83K

0.09%

Princeton Global Asset Management LLC

19.82K

Mar 31, 26

-775

0.09%

Creative Planning

19.54K

Mar 31, 26

+5.25K

0.09%

Sovereign Financial Group, Inc.

19.50K

Mar 31, 26

+19.50K

0.09%

WealthBridge Capital Management, LLC

17.63K

Mar 31, 26

+1.18K

0.08%

Red Tortoise LLC

17.51K

Mar 31, 26

+69

0.08%

Private Advisor Group, LLC

17.49K

Mar 31, 26

-225

0.08%

SAX WEALTH ADVISORS, LLC

15.26K

Mar 31, 26

0.07%

Atria Investments, Inc

14.91K

Mar 31, 26

+378

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

14.85K

Mar 31, 26

-1.80K

0.06%

TWO SIGMA SECURITIES, LLC

14.81K

Mar 31, 26

+14.81K

0.06%

MV CAPITAL MANAGEMENT, INC.

14.30K

Mar 31, 26

0.06%

HRT FINANCIAL LP

13.66K

Mar 31, 26

+13.66K

0.06%

SHUFRO ROSE & CO LLC

13.60K

Mar 31, 26

+3.04K

0.06%

Avantax Planning Partners, Inc.

13.23K

Mar 31, 26

0.06%

VisionPoint Advisory Group, LLC

12.75K

Mar 31, 26

+12.75K

0.06%

Belpointe Asset Management LLC

12.74K

Mar 31, 26

-50.34K

0.06%

CORA CAPITAL ADVISORS LLC

12.50K

Mar 31, 26

0.05%

Archford Capital Strategies, LLC

12.03K

Mar 31, 26

-3.40K

0.05%

Trust Co

11.75K

Mar 31, 26

-1.96K

0.05%

Janney Montgomery Scott LLC

11.74K

Mar 31, 26

-2.28K

0.05%

Rockefeller Capital Management L.P.

11.70K

Mar 31, 26

+21

0.05%

ALTERNA WEALTH MANAGEMENT, INC

11.59K

Mar 31, 26

0.05%

EP Wealth Advisors, LLC

11.49K

Mar 31, 26

0.05%

CITADEL ADVISORS LLC

11.26K

Mar 31, 26

+11.26K

0.05%

Krilogy Financial LLC

11.12K

Mar 31, 26

-2.87K

0.05%

Peloton Wealth Strategists

11.00K

Mar 31, 26

0.05%

MONECO Advisors, LLC

10.89K

Mar 31, 26

0.05%

FF Advisors,LLC

10.73K

Mar 31, 26

-4.09K

0.05%

Commonwealth Financial Services, LLC

10.43K

Mar 31, 26

+248

0.05%

Accretive Wealth Partners, LLC

10.38K

Mar 31, 26

+10.38K

0.05%

CARY STREET PARTNERS FINANCIAL LLC

10.24K

Mar 31, 26

0.04%

Wealthspire Advisors, LLC

10.13K

Mar 31, 26

+10.13K

0.04%

COOPER/HAIMS ADVISORS, LLC

10.00K

Mar 31, 26

0.04%

PRIVATE TRUST CO NA

9.83K

Mar 31, 26

0.04%

Avidian Wealth Solutions, LLC

9.80K

Mar 31, 26

-4.68K

0.04%

ARROW FINANCIAL CORP

9.45K

Mar 31, 26

0.04%

Savant Capital, LLC

9.31K

Mar 31, 26

0.04%

Strategic Blueprint, LLC

9.16K

Mar 31, 26

0.04%

TPG Advisors LLC

9.09K

Mar 31, 26

0.04%

TRUIST FINANCIAL CORP

9.02K

Mar 31, 26

0.04%

SIGNATUREFD, LLC

8.99K

Mar 31, 26

0.04%

Summit Wealth Partners, LLC

8.92K

Mar 31, 26

0.04%

OLD MISSION CAPITAL LLC

8.56K

Mar 31, 26

+8.56K

0.04%

Beaumont Asset Management, L.L.C.

8.52K

Mar 31, 26

0.04%

HORAN Wealth, LLC

8.45K

Mar 31, 26

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.27K

Mar 31, 26

+8.27K

0.04%

Apollon Wealth Management, LLC

8.00K

Mar 31, 26

-4.00K

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.22K

Mar 31, 26

0.03%

Ameritas Investment Partners, Inc.

6.15K

Mar 31, 26

+184

0.03%

HM PAYSON & CO

3.90K

Mar 31, 26

+3.90K

0.02%

JONES FINANCIAL COMPANIES LLLP

3.78K

Mar 31, 26

+1.64K

0.02%

HARBOR INVESTMENT ADVISORY, LLC

3.66K

Mar 31, 26

0.02%

Hughes Financial Services, LLC

3.63K

Mar 31, 26

-3.06K

0.02%

Glen Eagle Advisors, LLC

3.23K

Mar 31, 26

0.01%

Asset Dedication, LLC

2.96K

Mar 31, 26

-5.18K

0.01%

American Capital Advisory, LLC

2.22K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.06K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.97K

Mar 31, 26

0.01%

Coastline Trust Co

1.92K

Mar 31, 26

0.01%

Bank of New Hampshire

1.91K

Mar 31, 26

0.01%

Rialto Wealth Management, LLC

965

Mar 31, 26

0.00%

Addison Advisors LLC

895

Mar 31, 26

0.00%

Allworth Financial LP

802

Mar 31, 26

0.00%

Advisory Services Network, LLC

725

Mar 31, 26

+725

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

480

Mar 31, 26

0.00%

FMR LLC

441

Mar 31, 26

-237

0.00%

Farther Finance Advisors, LLC

180

Mar 31, 26

0.00%

BlackRock, Inc.

147

Mar 31, 26

0.00%

Root Financial Partners, LLC

131

Mar 31, 26

+131

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

-38

ArborFi Advisors, LLC

Mar 31, 26

-7.93K

Klingman & Associates, LLC

Mar 31, 26

-9.35K

NOVEM GROUP

Mar 31, 26

-10.96K

Steward Partners Investment Advisory, LLC

Mar 31, 26

-2.82K

Cornell Pochily Investment Advisors, Inc.

Mar 31, 26

-8.71K

Legacy Private Trust Co.

Mar 31, 26

-7.87K

Elequin Securities, LLC

Mar 31, 26

-7.00K

MEMBERS WEALTH LLC

Mar 31, 26

-22.40K

Kestra Advisory Services, LLC

Mar 31, 26

-2.16K

Plante Moran Financial Advisors, LLC

Mar 31, 26

-640

Sound Income Strategies, LLC

Mar 31, 26

-23

Diversify Advisory Services, LLC

Mar 31, 26

-8.22K

Stephens Consulting, LLC

313

Dec 31, 25

0.00%

Exchange Capital Management, Inc.

14.90K

Jun 30, 25

-500

0.06%

Horan Securities, Inc.

8.45K

Jun 30, 25

0.04%

Orion Portfolio Solutions, LLC

44.56K

Mar 31, 25

+36.29K

0.19%

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

0.47%

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

3.16%

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

2.59%

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%