iShares iBonds Dec 2027 Term Muni Bond ETF(IBMP)

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iShares iBonds Dec 2027 Term Muni Bond ETF(IBMP)

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IBMP(IBMP)

IBMP

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

Institutional Ownership

Top 221 Institutional Holders

Holder	Shares	Date	Change	% Held
Heartwood Wealth Advisors LLC	697.94K	Jun 30, 26	+61.36K	2.75%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	309.90K	Jun 30, 26	+32.02K	1.22%
Praetorian Wealth Management, Inc.	285.17K	Jun 30, 26	-4.00K	1.13%
Paradiem, LLC	248.47K	Jun 30, 26	--	0.98%
HOWLAND CAPITAL MANAGEMENT LLC	247.53K	Jun 30, 26	+4.72K	0.98%
Cyndeo Wealth Partners, LLC	204.05K	Jun 30, 26	+9.93K	0.81%
LEAVELL INVESTMENT MANAGEMENT, INC.	180.73K	Jun 30, 26	+19.00K	0.71%
Quantum Financial Advisors, LLC	123.84K	Jun 30, 26	-20.22K	0.49%
SONATA CAPITAL GROUP INC	106.49K	Jun 30, 26	+2.27K	0.42%
TITLEIST ASSET MANAGEMENT, LLC	101.03K	Jun 30, 26	+101.03K	0.40%
Atwater Malick LLC	99.82K	Jun 30, 26	+1.78K	0.39%
POSTROCK PARTNERS LLC	98.58K	Jun 30, 26	+1.95K	0.39%
BLUE SQUARE ASSET MANAGEMENT, LLC	74.34K	Jun 30, 26	-515	0.29%
RIA Advisory Group LLC	73.06K	Jun 30, 26	+15.87K	0.29%
Brookstone Capital Management	65.74K	Jun 30, 26	+19.82K	0.26%
TRUE Private Wealth Advisors	61.04K	Jun 30, 26	+20.66K	0.24%
SENTINEL PENSION ADVISORS INC	60.01K	Jun 30, 26	+655	0.24%
Evergreen Private Wealth LLC	52.01K	Jun 30, 26	-1.03K	0.21%
Catalytic Wealth RIA, LLC	46.77K	Jun 30, 26	+888	0.18%
Prism Advisors, Inc.	44.72K	Jun 30, 26	--	0.18%
KESTRA PRIVATE WEALTH SERVICES, LLC	44.18K	Jun 30, 26	+1.65K	0.17%
MEMBERS WEALTH LLC	43.52K	Jun 30, 26	+17.93K	0.17%
Lantz Financial LLC	42.35K	Jun 30, 26	+2.08K	0.17%
BENJAMIN EDWARDS INC	41.67K	Jun 30, 26	-860	0.16%
Newman Dignan & Sheerar, Inc.	39.27K	Jun 30, 26	+3.00K	0.15%
Crews Bank & Trust	35.69K	Jun 30, 26	--	0.14%
IFP Advisors, Inc	34.24K	Jun 30, 26	-2.23K	0.14%
ROOF EIDAM & MAYCOCK/ADV	32.38K	Jun 30, 26	+52	0.13%
CONFLUENCE INVESTMENT MANAGEMENT LLC	31.84K	Jun 30, 26	-370	0.13%
Curbstone Financial Management Corp	30.06K	Jun 30, 26	--	0.12%
Financial Advisory Corp	29.36K	Jun 30, 26	+4.31K	0.12%
Cambridge Investment Research Advisors, Inc.	29.19K	Jun 30, 26	+1.65K	0.12%
Strid Group, LLC	25.53K	Jun 30, 26	--	0.10%
CFS Investment Advisory Services, LLC	24.14K	Jun 30, 26	-4.13K	0.10%
WOODMONT INVESTMENT COUNSEL LLC	21.83K	Jun 30, 26	-15.91K	0.09%
JAMES INVESTMENT RESEARCH INC	20.68K	Jun 30, 26	--	0.08%
Foundry Financial Group, Inc.	20.50K	Jun 30, 26	--	0.08%
Sovereign Financial Group, Inc.	19.68K	Jun 30, 26	--	0.08%
PFG Private Wealth Management, LLC	17.83K	Jun 30, 26	-268	0.07%
WealthBridge Capital Management, LLC	16.66K	Jun 30, 26	+372	0.07%
JIM SAULNIER & ASSOCIATES, LLC	16.40K	Jun 30, 26	+101	0.06%
SAX WEALTH ADVISORS, LLC	15.09K	Jun 30, 26	--	0.06%
Atria Investments, Inc	15.05K	Jun 30, 26	--	0.06%
Princeton Global Asset Management LLC	14.39K	Jun 30, 26	+5.94K	0.06%
Resonant Capital Advisors, LLC	13.91K	Jun 30, 26	--	0.05%
Avantax Planning Partners, Inc.	13.04K	Jun 30, 26	--	0.05%
VisionPoint Advisory Group, LLC	12.88K	Jun 30, 26	--	0.05%
HENGEHOLD CAPITAL MANAGEMENT LLC	12.57K	Jun 30, 26	-1.79K	0.05%
PRIVATE TRUST CO NA	11.98K	Jun 30, 26	--	0.05%
Redhawk Wealth Advisors, Inc.	11.93K	Jun 30, 26	+11.93K	0.05%
Trust Co	11.84K	Jun 30, 26	--	0.05%
Commonwealth Financial Services, LLC	11.41K	Jun 30, 26	-3.13K	0.05%
Penobscot Investment Management Company, Inc.	10.00K	Jun 30, 26	--	0.04%
CORA CAPITAL ADVISORS LLC	9.50K	Jun 30, 26	--	0.04%
Avidian Wealth Solutions, LLC	9.48K	Jun 30, 26	--	0.04%
Legacy Private Trust Co.	9.39K	Jun 30, 26	--	0.04%
Archford Capital Strategies, LLC	9.39K	Jun 30, 26	-2.88K	0.04%
Miracle Mile Advisors, LLC	9.32K	Jun 30, 26	+9.32K	0.04%
Mesirow Financial Investment Management, Inc.	9.13K	Jun 30, 26	+9.13K	0.04%
Cornell Pochily Investment Advisors, Inc.	9.07K	Jun 30, 26	-160	0.04%
Strategic Blueprint, LLC	8.63K	Jun 30, 26	--	0.03%
Hughes Financial Services, LLC	8.27K	Jun 30, 26	+720	0.03%
SIGNATUREFD, LLC	8.13K	Jun 30, 26	--	0.03%
Farther Finance Advisors, LLC	7.70K	Jun 30, 26	+7.70K	0.03%
Key FInancial Inc	4.97K	Jun 30, 26	+4.97K	0.02%
American Capital Advisory, LLC	2.23K	Jun 30, 26	--	0.01%
Community Financial Services Group, LLC	2.17K	Jun 30, 26	+2.17K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.99K	Jun 30, 26	--	0.01%
HM PAYSON & CO	1.96K	Jun 30, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	1.11K	Jun 30, 26	--	0.00%
Spire Wealth Management	927	Jun 30, 26	-600	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	38	Jun 30, 26	--	0.00%
CLIENT 1ST ADVISORY GROUP, LLC	--	Jun 30, 26	-9.96K	--
Private Advisor Group, LLC	--	Jun 30, 26	-13.22K	--
Wolfstich Capital, LLC	--	Jun 30, 26	-69.07K	--
Matthew Goff Investment Advisor, LLC	--	Jun 30, 26	-310.82K	--
Paradigm, Strategies in Wealth Management, LLC	--	Jun 30, 26	-8.81K	--
BANK OF AMERICA CORP /DE/	2.36M	Mar 31, 26	+76.34K	9.30%
MERCER GLOBAL ADVISORS INC /ADV	1.75M	Mar 31, 26	-285.37K	6.90%
WELLS FARGO & COMPANY/MN	1.04M	Mar 31, 26	-39.77K	4.11%
HighTower Advisors, LLC	985.40K	Mar 31, 26	+17.24K	3.89%
Clearstead Advisors, LLC	976.34K	Mar 31, 26	+19.75K	3.85%
US BANCORP \DE\	693.83K	Mar 31, 26	-21.02K	2.74%
LBMC INVESTMENT ADVISORS, LLC	566.73K	Mar 31, 26	+29.08K	2.24%
Lido Advisors, LLC	560.54K	Mar 31, 26	+192.59K	2.21%
LPL Financial LLC	492.70K	Mar 31, 26	+11.68K	1.94%
NewEdge Advisors, LLC	486.05K	Mar 31, 26	+863	1.92%
Hills Bank & Trust Co	443.46K	Mar 31, 26	+6.85K	1.75%
Kathmere Capital Management, LLC	406.43K	Mar 31, 26	-5.54K	1.60%
MORGAN STANLEY	392.27K	Mar 31, 26	-192.66K	1.55%
UBS Group AG	375.78K	Mar 31, 26	+22.92K	1.48%
Covington Investment Advisors Inc.	370.49K	Mar 31, 26	+3.50K	1.46%
Integrated Wealth Concepts LLC	207.10K	Mar 31, 26	+3.21K	0.82%
ENVESTNET ASSET MANAGEMENT INC	201.08K	Mar 31, 26	+176.89K	0.79%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	199.88K	Mar 31, 26	-70.69K	0.79%
Sound View Wealth Advisors Group, LLC	197.98K	Mar 31, 26	+14.93K	0.78%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	170.49K	Mar 31, 26	+37.51K	0.67%
COMMONWEALTH EQUITY SERVICES, LLC	169.75K	Mar 31, 26	-13.57K	0.67%
CENTRAL TRUST Co	164.90K	Mar 31, 26	-6.06K	0.65%
RAYMOND JAMES FINANCIAL INC	151.35K	Mar 31, 26	-10.57K	0.60%
Beacon Pointe Advisors, LLC	136.94K	Mar 31, 26	+10.45K	0.54%
STIFEL FINANCIAL CORP	132.84K	Mar 31, 26	+6.89K	0.52%
Wick Capital Partners, LLC	124.43K	Mar 31, 26	+18.02K	0.49%
Sanctuary Advisors, LLC	119.58K	Mar 31, 26	-3.93K	0.47%
ROYAL BANK OF CANADA	114.10K	Mar 31, 26	+7.08K	0.45%
COLDSTREAM CAPITAL MANAGEMENT INC	108.91K	Mar 31, 26	+5.02K	0.43%
Kovitz Investment Group Partners, LLC	104.25K	Mar 31, 26	-1.27K	0.41%
PSI Advisors, LLC	91.11K	Mar 31, 26	-40.74K	0.36%
Glenview Trust Co	90.15K	Mar 31, 26	+7.81K	0.36%
ASSETMARK, INC	89.51K	Mar 31, 26	+18.56K	0.35%
Cetera Investment Advisers	85.89K	Mar 31, 26	+51.58K	0.34%
Colony Group, LLC	83.28K	Mar 31, 26	+10.28K	0.33%
ADVISOR GROUP HOLDINGS, INC.	83.02K	Mar 31, 26	+2.10K	0.33%
CWM, LLC	82.75K	Mar 31, 26	+11.60K	0.33%
Valmark Advisers, Inc.	76.89K	Mar 31, 26	+5.49K	0.30%
SPINNAKER TRUST	74.78K	Mar 31, 26	+6.68K	0.30%
Granite Harbor Advisors, Inc.	67.89K	Mar 31, 26	--	0.27%
AMERIPRISE FINANCIAL INC	58.48K	Mar 31, 26	+23.05K	0.23%
PHILLIPS FINANCIAL MANAGEMENT, LLC	56.80K	Mar 31, 26	--	0.22%
Capital Investment Advisors, LLC	56.63K	Mar 31, 26	-8.22K	0.22%
Atlantic Union Bankshares Corp	55.91K	Mar 31, 26	+1.41K	0.22%
Summit Financial, LLC	55.89K	Mar 31, 26	-6.45K	0.22%
REGIONS FINANCIAL CORP	51.12K	Mar 31, 26	-232	0.20%
Helen Stephens Group, LLC	48.59K	Mar 31, 26	+5.38K	0.19%
FLOW TRADERS U.S. LLC	48.22K	Mar 31, 26	+48.22K	0.19%
Stratos Wealth Partners, LTD.	44.97K	Mar 31, 26	+209	0.18%
Resources Investment Advisors, LLC.	44.55K	Mar 31, 26	-6.51K	0.18%
Signature Wealth Management Group	44.45K	Mar 31, 26	-6.61K	0.18%
Steward Partners Investment Advisory, LLC	42.65K	Mar 31, 26	+1	0.17%
KESTRA PRIVATE WEALTH SERVICES, LLC	42.54K	Mar 31, 26	+19.25K	0.17%
Godshalk Welsh Capital Management, Inc.	42.50K	Mar 31, 26	+6.20K	0.17%
Financial Engines Advisors L.L.C.	40.43K	Mar 31, 26	-1.44K	0.16%
Baird Financial Group, Inc.	35.00K	Mar 31, 26	--	0.14%
Modern Wealth Management, LLC	33.51K	Mar 31, 26	+5.46K	0.13%
Creative Planning	32.07K	Mar 31, 26	+12.42K	0.13%
Snowden Capital Advisors LLC	31.00K	Mar 31, 26	--	0.12%
Parallel Advisors, LLC	30.89K	Mar 31, 26	+644	0.12%
WJ Wealth Management, LLC	30.18K	Mar 31, 26	+1.20K	0.12%
10Elms LLP	27.39K	Mar 31, 26	+4.70K	0.11%
FIRST NATIONAL TRUST CO	25.88K	Mar 31, 26	-922	0.10%
Envision Financial Planning, LLC	23.25K	Mar 31, 26	-200	0.09%
CAPTRUST FINANCIAL ADVISORS	21.95K	Mar 31, 26	-2.57K	0.09%
GOULD ASSET MANAGEMENT LLC /CA/	21.94K	Mar 31, 26	+30	0.09%
SMITH, MOORE & CO.	21.74K	Mar 31, 26	+2.76K	0.09%
Mariner, LLC	21.23K	Mar 31, 26	+6	0.08%
SILVERLAKE WEALTH MANAGEMENT LLC	21.07K	Mar 31, 26	+21.07K	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	20.23K	Mar 31, 26	+497	0.08%
First Affirmative Financial Network	19.54K	Mar 31, 26	+19.54K	0.08%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	15.72K	Mar 31, 26	+1.56K	0.06%
PGIM Custom Harvest LLC	15.54K	Mar 31, 26	+5	0.06%
Janney Montgomery Scott LLC	14.82K	Mar 31, 26	--	0.06%
MV CAPITAL MANAGEMENT, INC.	14.46K	Mar 31, 26	--	0.06%
FIFTH THIRD BANCORP	14.27K	Mar 31, 26	+14.27K	0.06%
Avantax Planning Partners, Inc.	13.04K	Mar 31, 26	--	0.05%
Eldridge Investment Advisors, Inc.	12.90K	Mar 31, 26	--	0.05%
Rockefeller Capital Management L.P.	12.88K	Mar 31, 26	+1.12K	0.05%
PRIVATE TRUST CO NA	11.98K	Mar 31, 26	--	0.05%
Klingman & Associates, LLC	11.50K	Mar 31, 26	-4.08K	0.05%
Ausdal Financial Partners, Inc.	11.13K	Mar 31, 26	+47	0.04%
MONECO Advisors, LLC	10.94K	Mar 31, 26	--	0.04%
FF Advisors,LLC	10.65K	Mar 31, 26	-1.79K	0.04%
CITADEL ADVISORS LLC	10.59K	Mar 31, 26	+10.59K	0.04%
Prime Capital Investment Advisors, LLC	10.28K	Mar 31, 26	-2.89K	0.04%
Accretive Wealth Partners, LLC	10.26K	Mar 31, 26	+10.26K	0.04%
Advisory Services Network, LLC	10.00K	Mar 31, 26	--	0.04%
Peloton Wealth Strategists	10.00K	Mar 31, 26	--	0.04%
ARROW FINANCIAL CORP	9.52K	Mar 31, 26	--	0.04%
Quantinno Capital Management LP	9.21K	Mar 31, 26	+9.21K	0.04%
TPG Advisors LLC	9.12K	Mar 31, 26	--	0.04%
Rossmore Private Capital	9.07K	Mar 31, 26	-670	0.04%
Carnegie Capital Asset Management, LLC	8.80K	Mar 31, 26	+8.80K	0.03%
HORAN Wealth, LLC	8.54K	Mar 31, 26	--	0.03%
ArborFi Advisors, LLC	8.32K	Mar 31, 26	+326	0.03%
CNB Bank	7.59K	Mar 31, 26	--	0.03%
Ameritas Investment Partners, Inc.	6.25K	Mar 31, 26	+188	0.02%
JONES FINANCIAL COMPANIES LLLP	5.23K	Mar 31, 26	+2.50K	0.02%
Coastline Trust Co	4.72K	Mar 31, 26	--	0.02%
Glen Eagle Advisors, LLC	2.73K	Mar 31, 26	--	0.01%
Rialto Wealth Management, LLC	962	Mar 31, 26	--	0.00%
Addison Advisors LLC	910	Mar 31, 26	--	0.00%
Asset Dedication, LLC	837	Mar 31, 26	--	0.00%
Allworth Financial LP	812	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	322	Mar 31, 26	+322	0.00%
FMR LLC	247	Mar 31, 26	-326	0.00%
BlackRock, Inc.	150	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	131	Mar 31, 26	+131	0.00%
VALLEY NATIONAL ADVISERS INC	--	Mar 31, 26	-7.02K	--
Elequin Securities, LLC	--	Mar 31, 26	-6.04K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-2.10K	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-648	--
AE Wealth Management LLC	--	Mar 31, 26	-38	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-91.05K	--
Freestone Capital Holdings, LLC	--	Mar 31, 26	-11.59K	--
COMERICA BANK	18.53K	Dec 31, 25	--	0.07%
Global Retirement Partners, LLC	2.69K	Dec 31, 25	--	0.01%
Stephens Consulting, LLC	314	Dec 31, 25	--	0.00%
Vishria Bird Financial Group, LLC	232.36K	Sep 30, 25	+216.46K	0.92%
Exchange Capital Management, Inc.	13.95K	Jun 30, 25	-1.03K	0.06%
Horan Securities, Inc.	8.54K	Jun 30, 25	--	0.03%
Sandy Spring Bank	45.62K	Mar 31, 25	+1.13K	0.18%
Orion Portfolio Solutions, LLC	32.29K	Mar 31, 25	+32.29K	0.13%
Kades & Cheifetz LLC	29.13K	Dec 31, 24	+11.76K	0.11%
Raymond James Financial Services Advisors, Inc.	366.12K	Sep 30, 24	+2.95K	1.45%
Gateway Advisory, LLC	132.01K	Sep 30, 24	+632	0.52%
RAYMOND JAMES & ASSOCIATES	76.50K	Sep 30, 24	+6.33K	0.30%
FinTrust Capital Advisors, LLC	3.98K	Sep 30, 24	+3.98K	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	30.02K	Jun 30, 24	-4.93K	0.12%
BlackRock Inc.	147	Jun 30, 24	+3	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	746.06K	Mar 31, 24	+51.69K	2.94%
Cetera Advisors LLC	20.19K	Mar 31, 24	+20.19K	0.08%
Cetera Advisor Networks LLC	8.55K	Mar 31, 24	+8.55K	0.03%
COLONY GROUP LLC	32.41K	Sep 30, 23	--	0.13%
Virginia National Bank	12.35K	Sep 30, 23	--	0.05%
BerganKDV Wealth Management, LLC	2.64K	Jun 30, 23	+2.64K	0.01%
Vigilant Capital Management, LLC	2.17K	Jun 30, 23	--	0.01%
Sargent Bickham Lagudis LLC	25.89K	Dec 31, 22	+25.89K	0.10%
BRR OpCo, LLC	154.00K	Sep 30, 22	+154.00K	0.61%
American Portfolios Advisors	21.77K	Sep 30, 22	+21.77K	0.09%
Farmer Steven Patrick	224.14K	Jun 30, 22	+224.14K	0.88%
Altium Wealth Management LLC	9.18K	Jun 30, 22	+9.18K	0.04%
Beacon Pointe Wealth Advisors, LLC	10.38K	Dec 31, 19	+10.38K	0.04%

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Holder

Date

Change

% Held

Heartwood Wealth Advisors LLC

697.94K

Jun 30, 26

+61.36K

2.75%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

309.90K

Jun 30, 26

+32.02K

1.22%

Praetorian Wealth Management, Inc.

285.17K

Jun 30, 26

-4.00K

1.13%

Paradiem, LLC

248.47K

Jun 30, 26

0.98%

HOWLAND CAPITAL MANAGEMENT LLC

247.53K

Jun 30, 26

+4.72K

0.98%

Cyndeo Wealth Partners, LLC

204.05K

Jun 30, 26

+9.93K

0.81%

LEAVELL INVESTMENT MANAGEMENT, INC.

180.73K

Jun 30, 26

+19.00K

0.71%

Quantum Financial Advisors, LLC

123.84K

Jun 30, 26

-20.22K

0.49%

SONATA CAPITAL GROUP INC

106.49K

Jun 30, 26

+2.27K

0.42%

TITLEIST ASSET MANAGEMENT, LLC

101.03K

Jun 30, 26

+101.03K

0.40%

Atwater Malick LLC

99.82K

Jun 30, 26

+1.78K

0.39%

POSTROCK PARTNERS LLC

98.58K

Jun 30, 26

+1.95K

0.39%

BLUE SQUARE ASSET MANAGEMENT, LLC

74.34K

Jun 30, 26

-515

0.29%

RIA Advisory Group LLC

73.06K

Jun 30, 26

+15.87K

0.29%

Brookstone Capital Management

65.74K

Jun 30, 26

+19.82K

0.26%

TRUE Private Wealth Advisors

61.04K

Jun 30, 26

+20.66K

0.24%

SENTINEL PENSION ADVISORS INC

60.01K

Jun 30, 26

+655

0.24%

Evergreen Private Wealth LLC

52.01K

Jun 30, 26

-1.03K

0.21%

Catalytic Wealth RIA, LLC

46.77K

Jun 30, 26

+888

0.18%

Prism Advisors, Inc.

44.72K

Jun 30, 26

0.18%

KESTRA PRIVATE WEALTH SERVICES, LLC

44.18K

Jun 30, 26

+1.65K

0.17%

MEMBERS WEALTH LLC

43.52K

Jun 30, 26

+17.93K

0.17%

Lantz Financial LLC

42.35K

Jun 30, 26

+2.08K

0.17%

BENJAMIN EDWARDS INC

41.67K

Jun 30, 26

-860

0.16%

Newman Dignan & Sheerar, Inc.

39.27K

Jun 30, 26

+3.00K

0.15%

Crews Bank & Trust

35.69K

Jun 30, 26

0.14%

IFP Advisors, Inc

34.24K

Jun 30, 26

-2.23K

0.14%

ROOF EIDAM & MAYCOCK/ADV

32.38K

Jun 30, 26

+52

0.13%

CONFLUENCE INVESTMENT MANAGEMENT LLC

31.84K

Jun 30, 26

-370

0.13%

Curbstone Financial Management Corp

30.06K

Jun 30, 26

0.12%

Financial Advisory Corp

29.36K

Jun 30, 26

+4.31K

0.12%

Cambridge Investment Research Advisors, Inc.

29.19K

Jun 30, 26

+1.65K

0.12%

Strid Group, LLC

25.53K

Jun 30, 26

0.10%

CFS Investment Advisory Services, LLC

24.14K

Jun 30, 26

-4.13K

0.10%

WOODMONT INVESTMENT COUNSEL LLC

21.83K

Jun 30, 26

-15.91K

0.09%

JAMES INVESTMENT RESEARCH INC

20.68K

Jun 30, 26

0.08%

Foundry Financial Group, Inc.

20.50K

Jun 30, 26

0.08%

Sovereign Financial Group, Inc.

19.68K

Jun 30, 26

0.08%

PFG Private Wealth Management, LLC

17.83K

Jun 30, 26

-268

0.07%

WealthBridge Capital Management, LLC

16.66K

Jun 30, 26

+372

0.07%

JIM SAULNIER & ASSOCIATES, LLC

16.40K

Jun 30, 26

+101

0.06%

SAX WEALTH ADVISORS, LLC

15.09K

Jun 30, 26

0.06%

Atria Investments, Inc

15.05K

Jun 30, 26

0.06%

Princeton Global Asset Management LLC

14.39K

Jun 30, 26

+5.94K

0.06%

Resonant Capital Advisors, LLC

13.91K

Jun 30, 26

0.05%

Avantax Planning Partners, Inc.

13.04K

Jun 30, 26

0.05%

VisionPoint Advisory Group, LLC

12.88K

Jun 30, 26

0.05%

HENGEHOLD CAPITAL MANAGEMENT LLC

12.57K

Jun 30, 26

-1.79K

0.05%

PRIVATE TRUST CO NA

11.98K

Jun 30, 26

0.05%

Redhawk Wealth Advisors, Inc.

11.93K

Jun 30, 26

+11.93K

0.05%

Trust Co

11.84K

Jun 30, 26

0.05%

Commonwealth Financial Services, LLC

11.41K

Jun 30, 26

-3.13K

0.05%

Penobscot Investment Management Company, Inc.

10.00K

Jun 30, 26

0.04%

CORA CAPITAL ADVISORS LLC

9.50K

Jun 30, 26

0.04%

Avidian Wealth Solutions, LLC

9.48K

Jun 30, 26

0.04%

Legacy Private Trust Co.

9.39K

Jun 30, 26

0.04%

Archford Capital Strategies, LLC

9.39K

Jun 30, 26

-2.88K

0.04%

Miracle Mile Advisors, LLC

9.32K

Jun 30, 26

+9.32K

0.04%

Mesirow Financial Investment Management, Inc.

9.13K

Jun 30, 26

+9.13K

0.04%

Cornell Pochily Investment Advisors, Inc.

9.07K

Jun 30, 26

-160

0.04%

Strategic Blueprint, LLC

8.63K

Jun 30, 26

0.03%

Hughes Financial Services, LLC

8.27K

Jun 30, 26

+720

0.03%

SIGNATUREFD, LLC

8.13K

Jun 30, 26

0.03%

Farther Finance Advisors, LLC

7.70K

Jun 30, 26

+7.70K

0.03%

Key FInancial Inc

4.97K

Jun 30, 26

+4.97K

0.02%

American Capital Advisory, LLC

2.23K

Jun 30, 26

0.01%

Community Financial Services Group, LLC

2.17K

Jun 30, 26

+2.17K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.99K

Jun 30, 26

0.01%

HM PAYSON & CO

1.96K

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

1.11K

Jun 30, 26

0.00%

Spire Wealth Management

927

Jun 30, 26

-600

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

Jun 30, 26

-9.96K

Private Advisor Group, LLC

Jun 30, 26

-13.22K

Wolfstich Capital, LLC

Jun 30, 26

-69.07K

Matthew Goff Investment Advisor, LLC

Jun 30, 26

-310.82K

Paradigm, Strategies in Wealth Management, LLC

Jun 30, 26

-8.81K

BANK OF AMERICA CORP /DE/

2.36M

Mar 31, 26

+76.34K

9.30%

MERCER GLOBAL ADVISORS INC /ADV

1.75M

Mar 31, 26

-285.37K

6.90%

WELLS FARGO & COMPANY/MN

1.04M

Mar 31, 26

-39.77K

4.11%

HighTower Advisors, LLC

985.40K

Mar 31, 26

+17.24K

3.89%

Clearstead Advisors, LLC

976.34K

Mar 31, 26

+19.75K

3.85%

US BANCORP \DE\

693.83K

Mar 31, 26

-21.02K

2.74%

LBMC INVESTMENT ADVISORS, LLC

566.73K

Mar 31, 26

+29.08K

2.24%

Lido Advisors, LLC

560.54K

Mar 31, 26

+192.59K

2.21%

LPL Financial LLC

492.70K

Mar 31, 26

+11.68K

1.94%

NewEdge Advisors, LLC

486.05K

Mar 31, 26

+863

1.92%

Hills Bank & Trust Co

443.46K

Mar 31, 26

+6.85K

1.75%

Kathmere Capital Management, LLC

406.43K

Mar 31, 26

-5.54K

1.60%

MORGAN STANLEY

392.27K

Mar 31, 26

-192.66K

1.55%

UBS Group AG

375.78K

Mar 31, 26

+22.92K

1.48%

Covington Investment Advisors Inc.

370.49K

Mar 31, 26

+3.50K

1.46%

Integrated Wealth Concepts LLC

207.10K

Mar 31, 26

+3.21K

0.82%

ENVESTNET ASSET MANAGEMENT INC

201.08K

Mar 31, 26

+176.89K

0.79%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

199.88K

Mar 31, 26

-70.69K

0.79%

Sound View Wealth Advisors Group, LLC

197.98K

Mar 31, 26

+14.93K

0.78%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

170.49K

Mar 31, 26

+37.51K

0.67%

COMMONWEALTH EQUITY SERVICES, LLC

169.75K

Mar 31, 26

-13.57K

0.67%

CENTRAL TRUST Co

164.90K

Mar 31, 26

-6.06K

0.65%

RAYMOND JAMES FINANCIAL INC

151.35K

Mar 31, 26

-10.57K

0.60%

Beacon Pointe Advisors, LLC

136.94K

Mar 31, 26

+10.45K

0.54%

STIFEL FINANCIAL CORP

132.84K

Mar 31, 26

+6.89K

0.52%

Wick Capital Partners, LLC

124.43K

Mar 31, 26

+18.02K

0.49%

Sanctuary Advisors, LLC

119.58K

Mar 31, 26

-3.93K

0.47%

ROYAL BANK OF CANADA

114.10K

Mar 31, 26

+7.08K

0.45%

COLDSTREAM CAPITAL MANAGEMENT INC

108.91K

Mar 31, 26

+5.02K

0.43%

Kovitz Investment Group Partners, LLC

104.25K

Mar 31, 26

-1.27K

0.41%

PSI Advisors, LLC

91.11K

Mar 31, 26

-40.74K

0.36%

Glenview Trust Co

90.15K

Mar 31, 26

+7.81K

0.36%

ASSETMARK, INC

89.51K

Mar 31, 26

+18.56K

0.35%

Cetera Investment Advisers

85.89K

Mar 31, 26

+51.58K

0.34%

Colony Group, LLC

83.28K

Mar 31, 26

+10.28K

0.33%

ADVISOR GROUP HOLDINGS, INC.

83.02K

Mar 31, 26

+2.10K

0.33%

CWM, LLC

82.75K

Mar 31, 26

+11.60K

0.33%

Valmark Advisers, Inc.

76.89K

Mar 31, 26

+5.49K

0.30%

SPINNAKER TRUST

74.78K

Mar 31, 26

+6.68K

0.30%

Granite Harbor Advisors, Inc.

67.89K

Mar 31, 26

0.27%

AMERIPRISE FINANCIAL INC

58.48K

Mar 31, 26

+23.05K

0.23%

PHILLIPS FINANCIAL MANAGEMENT, LLC

56.80K

Mar 31, 26

0.22%

Capital Investment Advisors, LLC

56.63K

Mar 31, 26

-8.22K

0.22%

Atlantic Union Bankshares Corp

55.91K

Mar 31, 26

+1.41K

0.22%

Summit Financial, LLC

55.89K

Mar 31, 26

-6.45K

0.22%

REGIONS FINANCIAL CORP

51.12K

Mar 31, 26

-232

0.20%

Helen Stephens Group, LLC

48.59K

Mar 31, 26

+5.38K

0.19%

FLOW TRADERS U.S. LLC

48.22K

Mar 31, 26

+48.22K

0.19%

Stratos Wealth Partners, LTD.

44.97K

Mar 31, 26

+209

0.18%

Resources Investment Advisors, LLC.

44.55K

Mar 31, 26

-6.51K

0.18%

Signature Wealth Management Group

44.45K

Mar 31, 26

-6.61K

0.18%

Steward Partners Investment Advisory, LLC

42.65K

Mar 31, 26

0.17%

KESTRA PRIVATE WEALTH SERVICES, LLC

42.54K

Mar 31, 26

+19.25K

0.17%

Godshalk Welsh Capital Management, Inc.

42.50K

Mar 31, 26

+6.20K

0.17%

Financial Engines Advisors L.L.C.

40.43K

Mar 31, 26

-1.44K

0.16%

Baird Financial Group, Inc.

35.00K

Mar 31, 26

0.14%

Modern Wealth Management, LLC

33.51K

Mar 31, 26

+5.46K

0.13%

Creative Planning

32.07K

Mar 31, 26

+12.42K

0.13%

Snowden Capital Advisors LLC

31.00K

Mar 31, 26

0.12%

Parallel Advisors, LLC

30.89K

Mar 31, 26

+644

0.12%

WJ Wealth Management, LLC

30.18K

Mar 31, 26

+1.20K

0.12%

10Elms LLP

27.39K

Mar 31, 26

+4.70K

0.11%

FIRST NATIONAL TRUST CO

25.88K

Mar 31, 26

-922

0.10%

Envision Financial Planning, LLC

23.25K

Mar 31, 26

-200

0.09%

CAPTRUST FINANCIAL ADVISORS

21.95K

Mar 31, 26

-2.57K

0.09%

GOULD ASSET MANAGEMENT LLC /CA/

21.94K

Mar 31, 26

+30

0.09%

SMITH, MOORE & CO.

21.74K

Mar 31, 26

+2.76K

0.09%

Mariner, LLC

21.23K

Mar 31, 26

0.08%

SILVERLAKE WEALTH MANAGEMENT LLC

21.07K

Mar 31, 26

+21.07K

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

20.23K

Mar 31, 26

+497

0.08%

First Affirmative Financial Network

19.54K

Mar 31, 26

+19.54K

0.08%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

15.72K

Mar 31, 26

+1.56K

0.06%

PGIM Custom Harvest LLC

15.54K

Mar 31, 26

0.06%

Janney Montgomery Scott LLC

14.82K

Mar 31, 26

0.06%

MV CAPITAL MANAGEMENT, INC.

14.46K

Mar 31, 26

0.06%

FIFTH THIRD BANCORP

14.27K

Mar 31, 26

+14.27K

0.06%

Avantax Planning Partners, Inc.

13.04K

Mar 31, 26

0.05%

Eldridge Investment Advisors, Inc.

12.90K

Mar 31, 26

0.05%

Rockefeller Capital Management L.P.

12.88K

Mar 31, 26

+1.12K

0.05%

PRIVATE TRUST CO NA

11.98K

Mar 31, 26

0.05%

Klingman & Associates, LLC

11.50K

Mar 31, 26

-4.08K

0.05%

Ausdal Financial Partners, Inc.

11.13K

Mar 31, 26

+47

0.04%

MONECO Advisors, LLC

10.94K

Mar 31, 26

0.04%

FF Advisors,LLC

10.65K

Mar 31, 26

-1.79K

0.04%

CITADEL ADVISORS LLC

10.59K

Mar 31, 26

+10.59K

0.04%

Prime Capital Investment Advisors, LLC

10.28K

Mar 31, 26

-2.89K

0.04%

Accretive Wealth Partners, LLC

10.26K

Mar 31, 26

+10.26K

0.04%

Advisory Services Network, LLC

10.00K

Mar 31, 26

0.04%

Peloton Wealth Strategists

10.00K

Mar 31, 26

0.04%

ARROW FINANCIAL CORP

9.52K

Mar 31, 26

0.04%

Quantinno Capital Management LP

9.21K

Mar 31, 26

+9.21K

0.04%

TPG Advisors LLC

9.12K

Mar 31, 26

0.04%

Rossmore Private Capital

9.07K

Mar 31, 26

-670

0.04%

Carnegie Capital Asset Management, LLC

8.80K

Mar 31, 26

+8.80K

0.03%

HORAN Wealth, LLC

8.54K

Mar 31, 26

0.03%

ArborFi Advisors, LLC

8.32K

Mar 31, 26

+326

0.03%

CNB Bank

7.59K

Mar 31, 26

0.03%

Ameritas Investment Partners, Inc.

6.25K

Mar 31, 26

+188

0.02%

JONES FINANCIAL COMPANIES LLLP

5.23K

Mar 31, 26

+2.50K

0.02%

Coastline Trust Co

4.72K

Mar 31, 26

0.02%

Glen Eagle Advisors, LLC

2.73K

Mar 31, 26

0.01%

Rialto Wealth Management, LLC

962

Mar 31, 26

0.00%

Addison Advisors LLC

910

Mar 31, 26

0.00%

Asset Dedication, LLC

837

Mar 31, 26

0.00%

Allworth Financial LP

812

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

322

Mar 31, 26

+322

0.00%

FMR LLC

247

Mar 31, 26

-326

0.00%

BlackRock, Inc.

150

Mar 31, 26

0.00%

Root Financial Partners, LLC

131

Mar 31, 26

+131

0.00%

VALLEY NATIONAL ADVISERS INC

Mar 31, 26

-7.02K

Elequin Securities, LLC

Mar 31, 26

-6.04K

Kestra Advisory Services, LLC

Mar 31, 26

-2.10K

Plante Moran Financial Advisors, LLC

Mar 31, 26

-648

AE Wealth Management LLC

Mar 31, 26

-38

JANE STREET GROUP, LLC

Mar 31, 26

-91.05K

Freestone Capital Holdings, LLC

Mar 31, 26

-11.59K

COMERICA BANK

18.53K

Dec 31, 25

0.07%

Global Retirement Partners, LLC

2.69K

Dec 31, 25

0.01%

Stephens Consulting, LLC

314

Dec 31, 25

0.00%

Vishria Bird Financial Group, LLC

232.36K

Sep 30, 25

+216.46K

0.92%

Exchange Capital Management, Inc.

13.95K

Jun 30, 25

-1.03K

0.06%

Horan Securities, Inc.

8.54K

Jun 30, 25

0.03%

Sandy Spring Bank

45.62K

Mar 31, 25

+1.13K

0.18%

Orion Portfolio Solutions, LLC

32.29K

Mar 31, 25

+32.29K

0.13%

Kades & Cheifetz LLC

29.13K

Dec 31, 24

+11.76K

0.11%

Raymond James Financial Services Advisors, Inc.

366.12K

Sep 30, 24

+2.95K

1.45%

Gateway Advisory, LLC

132.01K

Sep 30, 24

+632

0.52%

RAYMOND JAMES & ASSOCIATES

76.50K

Sep 30, 24

+6.33K

0.30%

FinTrust Capital Advisors, LLC

3.98K

Sep 30, 24

+3.98K

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

30.02K

Jun 30, 24

-4.93K

0.12%

BlackRock Inc.

147

Jun 30, 24

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

746.06K

Mar 31, 24

+51.69K

2.94%

Cetera Advisors LLC

20.19K

Mar 31, 24

+20.19K

0.08%

Cetera Advisor Networks LLC

8.55K

Mar 31, 24

+8.55K

0.03%

COLONY GROUP LLC

32.41K

Sep 30, 23

0.13%

Virginia National Bank

12.35K

Sep 30, 23

0.05%

BerganKDV Wealth Management, LLC

2.64K

Jun 30, 23

+2.64K

0.01%

Vigilant Capital Management, LLC

2.17K

Jun 30, 23

0.01%

Sargent Bickham Lagudis LLC

25.89K

Dec 31, 22

+25.89K

0.10%

BRR OpCo, LLC

154.00K

Sep 30, 22

+154.00K

0.61%

American Portfolios Advisors

21.77K

Sep 30, 22

+21.77K

0.09%

Farmer Steven Patrick

224.14K

Jun 30, 22

+224.14K

0.88%

Altium Wealth Management LLC

9.18K

Jun 30, 22

+9.18K

0.04%

Beacon Pointe Wealth Advisors, LLC

10.38K

Dec 31, 19

+10.38K

0.04%