iShares iBonds Dec 2029 Term Fund(IBTJ)

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iShares iBonds Dec 2029 Term Fund(IBTJ)

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$21.60—

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IBTJ(IBTJ)

IBTJ

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

Institutional Ownership

Top 235 Institutional Holders

Holder	Shares	Date	Change	% Held
CONFLUENCE INVESTMENT MANAGEMENT LLC	--	Jun 30, 26	-183.27K	--
MORGAN STANLEY	3.38M	Mar 31, 26	-16.37K	5.76%
BANK OF AMERICA CORP /DE/	2.46M	Mar 31, 26	+269.17K	4.18%
MERCER GLOBAL ADVISORS INC /ADV	2.34M	Mar 31, 26	+371.65K	3.98%
WELLS FARGO & COMPANY/MN	2.29M	Mar 31, 26	+275.13K	3.90%
TRUE Private Wealth Advisors	1.82M	Mar 31, 26	-112.53K	3.10%
Brookstone Capital Management	1.75M	Mar 31, 26	+19.68K	2.97%
Financial Advisory Corp	1.57M	Mar 31, 26	+1.52M	2.67%
RAYMOND JAMES FINANCIAL INC	1.57M	Mar 31, 26	+69.68K	2.67%
Asset Advisors Investment Management, LLC	1.24M	Mar 31, 26	+193.12K	2.11%
ENVESTNET ASSET MANAGEMENT INC	1.22M	Mar 31, 26	+1.20M	2.08%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.20M	Mar 31, 26	+142.55K	2.04%
HENGEHOLD CAPITAL MANAGEMENT LLC	1.04M	Mar 31, 26	+39.93K	1.77%
AMERIPRISE FINANCIAL INC	994.26K	Mar 31, 26	+784.96K	1.69%
STIFEL FINANCIAL CORP	987.26K	Mar 31, 26	+32.70K	1.68%
ATWOOD & PALMER INC	944.97K	Mar 31, 26	+17.58K	1.61%
UBS Group AG	915.52K	Mar 31, 26	-117.42K	1.56%
COMMONWEALTH EQUITY SERVICES, LLC	835.32K	Mar 31, 26	-56.27K	1.42%
BENJAMIN EDWARDS INC	803.10K	Mar 31, 26	+51.44K	1.37%
Journey Advisory Group, LLC	797.73K	Mar 31, 26	+24.73K	1.36%
HM PAYSON & CO	771.54K	Mar 31, 26	+366.86K	1.31%
CWM, LLC	756.66K	Mar 31, 26	+45.94K	1.29%
BlackRock, Inc.	691.06K	Mar 31, 26	+400.81K	1.18%
Vista Private Wealth Partners. LLC	672.52K	Mar 31, 26	-17.93K	1.14%
LPL Financial LLC	616.66K	Mar 31, 26	+86.44K	1.05%
MKT Advisors LLC	612.48K	Mar 31, 26	+14.68K	1.04%
Wealth Management Strategies, Inc.	542.62K	Mar 31, 26	+30.30K	0.92%
Legacy Private Trust Co.	537.25K	Mar 31, 26	+12.88K	0.91%
Krilogy Financial LLC	521.12K	Mar 31, 26	+24.02K	0.89%
Stratos Wealth Partners, LTD.	517.91K	Mar 31, 26	+22.17K	0.88%
Probity Advisors, Inc.	485.54K	Mar 31, 26	+48.16K	0.83%
SHELTON WEALTH MANAGEMENT, LLC	466.90K	Mar 31, 26	+69.24K	0.79%
NewEdge Advisors, LLC	454.04K	Mar 31, 26	+27.82K	0.77%
Heartwood Wealth Advisors LLC	439.00K	Mar 31, 26	+439.00K	0.75%
PARK AVENUE SECURITIES LLC	436.57K	Mar 31, 26	+180.81K	0.74%
Waycross Investment Management Co	435.91K	Mar 31, 26	+11.05K	0.74%
EIGHT 31 FINANCIAL LLC	424.93K	Mar 31, 26	-7.78K	0.72%
PFG Private Wealth Management, LLC	393.88K	Mar 31, 26	+393.88K	0.67%
Robertson Stephens Wealth Management, LLC	361.69K	Mar 31, 26	+13.56K	0.62%
D.A. DAVIDSON & CO.	359.42K	Mar 31, 26	+20.61K	0.61%
Integrated Wealth Concepts LLC	343.94K	Mar 31, 26	+188.82K	0.59%
SPRENG CAPITAL MANAGEMENT, INC.	323.27K	Mar 31, 26	+29.37K	0.55%
FORONJY FINANCIAL LLC	296.82K	Mar 31, 26	+7.48K	0.50%
FAGAN ASSOCIATES, INC.	292.85K	Mar 31, 26	-3.44K	0.50%
ADVISOR GROUP HOLDINGS, INC.	288.49K	Mar 31, 26	-13.96K	0.49%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	275.21K	Mar 31, 26	+45.17K	0.47%
CENTRAL TRUST Co	262.20K	Mar 31, 26	+6.13K	0.45%
Janney Montgomery Scott LLC	254.14K	Mar 31, 26	+94.54K	0.43%
Stockman Wealth Management, Inc.	247.91K	Mar 31, 26	+24.19K	0.42%
REBALANCE, LLC	246.69K	Mar 31, 26	-9.13K	0.42%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	243.01K	Mar 31, 26	+66.30K	0.41%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	236.14K	Mar 31, 26	+236.14K	0.40%
Baird Financial Group, Inc.	232.80K	Mar 31, 26	+47.61K	0.40%
Baltimore-Washington Financial Advisors, Inc.	222.82K	Mar 31, 26	+54.56K	0.38%
Asset Dedication, LLC	218.51K	Mar 31, 26	+67.24K	0.37%
Belpointe Asset Management LLC	210.48K	Mar 31, 26	+21.92K	0.36%
ROYAL BANK OF CANADA	186.64K	Mar 31, 26	-15.70K	0.32%
Financial Engines Advisors L.L.C.	184.73K	Mar 31, 26	+14.96K	0.31%
CONFLUENCE INVESTMENT MANAGEMENT LLC	183.27K	Mar 31, 26	+2.74K	0.31%
THOROUGHBRED FINANCIAL SERVICES, LLC	175.56K	Mar 31, 26	+17.80K	0.30%
SIGNATUREFD, LLC	166.67K	Mar 31, 26	+6.15K	0.28%
BIP Wealth, LLC	165.26K	Mar 31, 26	-19.22K	0.28%
Accretive Wealth Partners, LLC	165.16K	Mar 31, 26	+10.47K	0.28%
HOWLAND CAPITAL MANAGEMENT LLC	152.34K	Mar 31, 26	+12.17K	0.26%
Parallel Advisors, LLC	149.25K	Mar 31, 26	+7.02K	0.25%
BOSTON FAMILY OFFICE LLC	148.08K	Mar 31, 26	+21.87K	0.25%
MV CAPITAL MANAGEMENT, INC.	142.76K	Mar 31, 26	+1.48K	0.24%
Northstar Group, Inc.	135.85K	Mar 31, 26	+24.20K	0.23%
SCS Capital Management LLC	134.19K	Mar 31, 26	+18.35K	0.23%
Independent Advisor Alliance	133.21K	Mar 31, 26	+115.12K	0.23%
Cetera Investment Advisers	131.32K	Mar 31, 26	-6.37K	0.22%
Evergreen Wealth Solutions, LLC	126.51K	Mar 31, 26	+117.01K	0.22%
HighTower Advisors, LLC	122.54K	Mar 31, 26	+19.37K	0.21%
Cypress Point Wealth Management, LLC	119.72K	Mar 31, 26	+119.72K	0.20%
LEAVELL INVESTMENT MANAGEMENT, INC.	119.30K	Mar 31, 26	+26.25K	0.20%
Apella Capital, LLC	102.76K	Mar 31, 26	+9.99K	0.17%
Hughes Financial Services, LLC	99.55K	Mar 31, 26	+1.48K	0.17%
Sanctuary Advisors, LLC	96.62K	Mar 31, 26	+3.85K	0.16%
CAPTRUST FINANCIAL ADVISORS	91.29K	Mar 31, 26	-4.03K	0.16%
Atria Investments, Inc	88.50K	Mar 31, 26	+1.99K	0.15%
TITLEIST ASSET MANAGEMENT, LLC	85.51K	Mar 31, 26	+19.18K	0.15%
Cambridge Investment Research Advisors, Inc.	85.31K	Mar 31, 26	+55.16K	0.15%
Leo Wealth, LLC	82.44K	Mar 31, 26	+14.10K	0.14%
Allworth Financial LP	75.98K	Mar 31, 26	+2.39K	0.13%
Valmark Advisers, Inc.	74.77K	Mar 31, 26	-1.42K	0.13%
IFP Advisors, Inc	71.63K	Mar 31, 26	-3.54K	0.12%
ASSOCIATED BANC-CORP	68.75K	Mar 31, 26	+2.00K	0.12%
Reliant Wealth Planning	60.42K	Mar 31, 26	+4.54K	0.10%
KING LUTHER CAPITAL MANAGEMENT CORP	59.61K	Mar 31, 26	-6.21K	0.10%
Foundry Financial Group, Inc.	59.17K	Mar 31, 26	-3.78K	0.10%
JIM SAULNIER & ASSOCIATES, LLC	58.66K	Mar 31, 26	+13.03K	0.10%
Midwest Professional Planners, LTD.	57.80K	Mar 31, 26	+26.94K	0.10%
Montecito Bank & Trust	56.30K	Mar 31, 26	-682	0.10%
THRIVENT FINANCIAL FOR LUTHERANS	48.65K	Mar 31, 26	+2.50K	0.08%
FF Advisors,LLC	47.31K	Mar 31, 26	-34.88K	0.08%
Granite Harbor Advisors, Inc.	43.73K	Mar 31, 26	+17.39K	0.07%
Cerity Partners LLC	43.46K	Mar 31, 26	+21.24K	0.07%
Snowden Capital Advisors LLC	43.02K	Mar 31, 26	+19	0.07%
Atlantic Private Wealth, LLC	42.45K	Mar 31, 26	-323	0.07%
CARY STREET PARTNERS FINANCIAL LLC	41.85K	Mar 31, 26	+1.72K	0.07%
KFG WEALTH MANAGEMENT, LLC	40.72K	Mar 31, 26	+5.11K	0.07%
Keeler THomas Management LLC	39.18K	Mar 31, 26	-81.80K	0.07%
Chris Bulman Inc	38.83K	Mar 31, 26	-4.44K	0.07%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	38.48K	Mar 31, 26	+14.35K	0.07%
Compass Ion Advisors, LLC	38.09K	Mar 31, 26	+15	0.06%
DUNCKER STREETT & CO INC	37.38K	Mar 31, 26	+11.07K	0.06%
EVEXIA WEALTH LLC	35.45K	Mar 31, 26	+5.16K	0.06%
Tower Research Capital LLC (TRC)	34.03K	Mar 31, 26	+34.03K	0.06%
Capital Investment Advisors, LLC	33.23K	Mar 31, 26	+1.99K	0.06%
Mendota Financial Group, LLC	31.51K	Mar 31, 26	+190	0.05%
L2 Asset Management, LLC	31.30K	Mar 31, 26	+4.80K	0.05%
Straight Path Wealth Management	29.66K	Mar 31, 26	+1.40K	0.05%
HARBOUR INVESTMENTS, INC.	29.08K	Mar 31, 26	+4.47K	0.05%
Blake Schutter Theil Wealth Advisors, LLC	27.44K	Mar 31, 26	-137	0.05%
AQR CAPITAL MANAGEMENT LLC	26.95K	Mar 31, 26	--	0.05%
Kerntke Otto McGlone Wealth Management Group	26.60K	Mar 31, 26	+26.60K	0.05%
Great Diamond Partners, LLC	25.91K	Mar 31, 26	+8.74K	0.04%
TABLEAUX LLC	25.64K	Mar 31, 26	+9.28K	0.04%
SHUFRO ROSE & CO LLC	25.04K	Mar 31, 26	+448	0.04%
NATIONAL BANK OF CANADA /FI/	24.13K	Mar 31, 26	+3.32K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	24.06K	Mar 31, 26	+7.02K	0.04%
Kestra Advisory Services, LLC	23.10K	Mar 31, 26	+2.38K	0.04%
Old Port Advisors	22.97K	Mar 31, 26	-2.01K	0.04%
Jacobi Capital Management LLC	19.86K	Mar 31, 26	+258	0.03%
GOLDMAN SACHS GROUP INC	19.86K	Mar 31, 26	-22.18K	0.03%
Heartland Bank & Trust Co	19.59K	Mar 31, 26	--	0.03%
JANE STREET GROUP, LLC	18.75K	Mar 31, 26	-6.64K	0.03%
MML INVESTORS SERVICES, LLC	18.71K	Mar 31, 26	-1.17K	0.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	18.40K	Mar 31, 26	-18.40K	0.03%
Merit Financial Group, LLC	18.07K	Mar 31, 26	+63	0.03%
STAR Financial Bank	17.72K	Mar 31, 26	-10.98K	0.03%
Black Maple Capital Management LP	17.50K	Mar 31, 26	+7.50K	0.03%
Summit Wealth Partners, LLC	17.33K	Mar 31, 26	-16.48K	0.03%
JOHNSON INVESTMENT COUNSEL INC	17.19K	Mar 31, 26	+17.19K	0.03%
CGN Advisors LLC	17.15K	Mar 31, 26	+3.41K	0.03%
Beacon Pointe Advisors, LLC	16.91K	Mar 31, 26	+7.45K	0.03%
Prime Capital Investment Advisors, LLC	16.88K	Mar 31, 26	+601	0.03%
Resources Investment Advisors, LLC.	16.65K	Mar 31, 26	--	0.03%
Signature Wealth Management Group	16.65K	Mar 31, 26	--	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	16.24K	Mar 31, 26	-2.06K	0.03%
Colony Group, LLC	16.06K	Mar 31, 26	-3.49K	0.03%
Kestra Investment Management, LLC	16.02K	Mar 31, 26	+93	0.03%
TRANSCEND CAPITAL ADVISORS, LLC	15.93K	Mar 31, 26	--	0.03%
DecisionMap Wealth Management, LLC	15.83K	Mar 31, 26	--	0.03%
COWA, LLC	15.72K	Mar 31, 26	--	0.03%
Trinity Wealth Management, LLC	15.67K	Mar 31, 26	--	0.03%
Prosperity Planning, Inc.	15.58K	Mar 31, 26	--	0.03%
LBMC INVESTMENT ADVISORS, LLC	14.73K	Mar 31, 26	+14.73K	0.03%
COLDSTREAM CAPITAL MANAGEMENT INC	14.47K	Mar 31, 26	--	0.02%
Element Wealth, LLC	14.38K	Mar 31, 26	+2.47K	0.02%
Cyr Financial Inc.	14.09K	Mar 31, 26	-1.36K	0.02%
Opus Capital Group, LLC	13.90K	Mar 31, 26	--	0.02%
Atwater Malick LLC	13.85K	Mar 31, 26	+13.85K	0.02%
JAMES INVESTMENT RESEARCH INC	13.70K	Mar 31, 26	--	0.02%
Crews Bank & Trust	13.59K	Mar 31, 26	--	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	13.05K	Mar 31, 26	+3	0.02%
PRINCIPAL SECURITIES, INC.	13.04K	Mar 31, 26	+93	0.02%
LIBERTY WEALTH MANAGEMENT LLC	12.95K	Mar 31, 26	+66	0.02%
Koss-Olinger Consulting, LLC	12.84K	Mar 31, 26	+12.84K	0.02%
Summit Trail Advisors, LLC	12.80K	Mar 31, 26	+12.80K	0.02%
Advisory Services Network, LLC	12.74K	Mar 31, 26	-192	0.02%
Alamar Capital Management, LLC	12.70K	Mar 31, 26	--	0.02%
CITADEL ADVISORS LLC	12.41K	Mar 31, 26	+12.41K	0.02%
CFS Investment Advisory Services, LLC	12.39K	Mar 31, 26	-15	0.02%
Jaffetilchin Investment Partners, LLC	12.29K	Mar 31, 26	+74	0.02%
Madden Advisory Services, Inc.	12.28K	Mar 31, 26	+12.28K	0.02%
Resonant Capital Advisors, LLC	12.08K	Mar 31, 26	--	0.02%
Conrad Siegel Investment Advisors, Inc.	11.96K	Mar 31, 26	+204	0.02%
Guidance Point Advisors, LLC	11.86K	Mar 31, 26	+551	0.02%
Highland Financial Advisors, LLC	11.70K	Mar 31, 26	--	0.02%
BARRETT & COMPANY, INC.	10.96K	Mar 31, 26	-4.51K	0.02%
Trust Co	10.27K	Mar 31, 26	+29	0.02%
Apollon Wealth Management, LLC	10.16K	Mar 31, 26	+30	0.02%
BEACON FINANCIAL PLANNING, INC	9.57K	Mar 31, 26	+9.57K	0.02%
Foundations Investment Advisors, LLC	9.56K	Mar 31, 26	+48	0.02%
Penobscot Investment Management Company, Inc.	9.50K	Mar 31, 26	+9.50K	0.02%
WASHINGTON TRUST Co	9.36K	Mar 31, 26	--	0.02%
Autumn Glory Partners, LLC	9.23K	Mar 31, 26	--	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	8.44K	Mar 31, 26	--	0.01%
Physician Wealth Advisors, Inc.	7.16K	Mar 31, 26	--	0.01%
Cherry Tree Wealth Management, LLC	6.29K	Mar 31, 26	--	0.01%
High Note Wealth, LLC	5.74K	Mar 31, 26	+2.95K	0.01%
Hills Bank & Trust Co	5.39K	Mar 31, 26	+5.39K	0.01%
Pinnacle Bancorp, Inc.	5.28K	Mar 31, 26	+683	0.01%
Steward Partners Investment Advisory, LLC	5.23K	Mar 31, 26	+8	0.01%
Atlantic Union Bankshares Corp	5.12K	Mar 31, 26	--	0.01%
Hara Capital LLC	4.83K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	4.57K	Mar 31, 26	+4.57K	0.01%
MAI Capital Management	4.37K	Mar 31, 26	--	0.01%
US BANCORP \DE\	4.09K	Mar 31, 26	--	0.01%
CNB Bank	3.60K	Mar 31, 26	-16	0.01%
First PREMIER Bank	3.59K	Mar 31, 26	--	0.01%
Bogart Wealth, LLC	3.20K	Mar 31, 26	--	0.01%
Bank of Jackson Hole Trust	2.83K	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	2.74K	Mar 31, 26	+2.74K	0.00%
TD Capital Management LLC	2.08K	Mar 31, 26	+12	0.00%
Kohmann Bosshard Financial Services, LLC	1.81K	Mar 31, 26	-395	0.00%
BANK OF MONTREAL /CAN/	1.76K	Mar 31, 26	+11	0.00%
MCF Advisors LLC	1.33K	Mar 31, 26	--	0.00%
Clayton Financial Group LLC	1.07K	Mar 31, 26	+23	0.00%
Robbins Farley	912	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	812	Mar 31, 26	+4	0.00%
Root Financial Partners, LLC	586	Mar 31, 26	+586	0.00%
AE Wealth Management LLC	242	Mar 31, 26	-45	0.00%
Ameritas Advisory Services, LLC	100	Mar 31, 26	+100	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	64	Mar 31, 26	--	0.00%
Larson Financial Group LLC	54	Mar 31, 26	+54	0.00%
NBC SECURITIES, INC.	51	Mar 31, 26	+51	0.00%
FMR LLC	13	Mar 31, 26	-431	0.00%
JPMORGAN CHASE & CO	1	Mar 31, 26	--	0.00%
RFP Financial Group LLC	--	Mar 31, 26	-11.68K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-617	--
Lido Advisors, LLC	--	Mar 31, 26	-10.04K	--
Bank of New York Mellon Corp	--	Mar 31, 26	-9.15K	--
Austin Private Wealth, LLC	20.53K	Dec 31, 25	-867	0.03%
Global Retirement Partners, LLC	13.06K	Dec 31, 25	+7.30K	0.02%
O'Brien Wealth Partners LLC	11.54K	Dec 31, 25	+11.54K	0.02%
COMERICA BANK	2.74K	Dec 31, 25	-310	0.00%
CIBC Private Wealth Group, LLC	327	Dec 31, 25	+327	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-283	--
FULLCIRCLE WEALTH LLC	15.67K	Sep 30, 25	--	0.03%
Lowe Wealth Advisors, LLC	4.37K	Sep 30, 25	--	0.01%
AllSquare Wealth Management LLC	3.50K	Sep 30, 25	+2.56K	0.01%
Safeguard Financial, LLC	15.09K	Mar 31, 25	+62	0.03%
Spectrum Wealth Counsel, LLC	5.27K	Mar 31, 25	--	0.01%
Raymond James Financial Services Advisors, Inc.	673.40K	Sep 30, 24	+492.64K	1.15%
RAYMOND JAMES & ASSOCIATES	34.95K	Sep 30, 24	+6.31K	0.06%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	11.40K	Sep 30, 24	+11.40K	0.02%
FinTrust Capital Advisors, LLC	5.36K	Sep 30, 24	+3	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	18.41K	Jun 30, 24	+589	0.03%
Cetera Advisor Networks LLC	13.90K	Mar 31, 24	+13.90K	0.02%
Cetera Advisors LLC	--	Mar 31, 24	-21.93K	--
First National Bank of South Miami	--	Jun 30, 23	-1.13K	--
Sargent Bickham Lagudis LLC	1.00K	Dec 31, 22	+1.00K	0.00%
Farmer Steven Patrick	375.94K	Jun 30, 22	+375.94K	0.64%

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Holder

Date

Change

% Held

CONFLUENCE INVESTMENT MANAGEMENT LLC

Jun 30, 26

-183.27K

MORGAN STANLEY

3.38M

Mar 31, 26

-16.37K

5.76%

BANK OF AMERICA CORP /DE/

2.46M

Mar 31, 26

+269.17K

4.18%

MERCER GLOBAL ADVISORS INC /ADV

2.34M

Mar 31, 26

+371.65K

3.98%

WELLS FARGO & COMPANY/MN

2.29M

Mar 31, 26

+275.13K

3.90%

TRUE Private Wealth Advisors

1.82M

Mar 31, 26

-112.53K

3.10%

Brookstone Capital Management

1.75M

Mar 31, 26

+19.68K

2.97%

Financial Advisory Corp

1.57M

Mar 31, 26

+1.52M

2.67%

RAYMOND JAMES FINANCIAL INC

1.57M

Mar 31, 26

+69.68K

2.67%

Asset Advisors Investment Management, LLC

1.24M

Mar 31, 26

+193.12K

2.11%

ENVESTNET ASSET MANAGEMENT INC

1.22M

Mar 31, 26

+1.20M

2.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.20M

Mar 31, 26

+142.55K

2.04%

HENGEHOLD CAPITAL MANAGEMENT LLC

1.04M

Mar 31, 26

+39.93K

1.77%

AMERIPRISE FINANCIAL INC

994.26K

Mar 31, 26

+784.96K

1.69%

STIFEL FINANCIAL CORP

987.26K

Mar 31, 26

+32.70K

1.68%

ATWOOD & PALMER INC

944.97K

Mar 31, 26

+17.58K

1.61%

UBS Group AG

915.52K

Mar 31, 26

-117.42K

1.56%

COMMONWEALTH EQUITY SERVICES, LLC

835.32K

Mar 31, 26

-56.27K

1.42%

BENJAMIN EDWARDS INC

803.10K

Mar 31, 26

+51.44K

1.37%

Journey Advisory Group, LLC

797.73K

Mar 31, 26

+24.73K

1.36%

HM PAYSON & CO

771.54K

Mar 31, 26

+366.86K

1.31%

CWM, LLC

756.66K

Mar 31, 26

+45.94K

1.29%

BlackRock, Inc.

691.06K

Mar 31, 26

+400.81K

1.18%

Vista Private Wealth Partners. LLC

672.52K

Mar 31, 26

-17.93K

1.14%

LPL Financial LLC

616.66K

Mar 31, 26

+86.44K

1.05%

MKT Advisors LLC

612.48K

Mar 31, 26

+14.68K

1.04%

Wealth Management Strategies, Inc.

542.62K

Mar 31, 26

+30.30K

0.92%

Legacy Private Trust Co.

537.25K

Mar 31, 26

+12.88K

0.91%

Krilogy Financial LLC

521.12K

Mar 31, 26

+24.02K

0.89%

Stratos Wealth Partners, LTD.

517.91K

Mar 31, 26

+22.17K

0.88%

Probity Advisors, Inc.

485.54K

Mar 31, 26

+48.16K

0.83%

SHELTON WEALTH MANAGEMENT, LLC

466.90K

Mar 31, 26

+69.24K

0.79%

NewEdge Advisors, LLC

454.04K

Mar 31, 26

+27.82K

0.77%

Heartwood Wealth Advisors LLC

439.00K

Mar 31, 26

+439.00K

0.75%

PARK AVENUE SECURITIES LLC

436.57K

Mar 31, 26

+180.81K

0.74%

Waycross Investment Management Co

435.91K

Mar 31, 26

+11.05K

0.74%

EIGHT 31 FINANCIAL LLC

424.93K

Mar 31, 26

-7.78K

0.72%

PFG Private Wealth Management, LLC

393.88K

Mar 31, 26

+393.88K

0.67%

Robertson Stephens Wealth Management, LLC

361.69K

Mar 31, 26

+13.56K

0.62%

D.A. DAVIDSON & CO.

359.42K

Mar 31, 26

+20.61K

0.61%

Integrated Wealth Concepts LLC

343.94K

Mar 31, 26

+188.82K

0.59%

SPRENG CAPITAL MANAGEMENT, INC.

323.27K

Mar 31, 26

+29.37K

0.55%

FORONJY FINANCIAL LLC

296.82K

Mar 31, 26

+7.48K

0.50%

FAGAN ASSOCIATES, INC.

292.85K

Mar 31, 26

-3.44K

0.50%

ADVISOR GROUP HOLDINGS, INC.

288.49K

Mar 31, 26

-13.96K

0.49%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

275.21K

Mar 31, 26

+45.17K

0.47%

CENTRAL TRUST Co

262.20K

Mar 31, 26

+6.13K

0.45%

Janney Montgomery Scott LLC

254.14K

Mar 31, 26

+94.54K

0.43%

Stockman Wealth Management, Inc.

247.91K

Mar 31, 26

+24.19K

0.42%

REBALANCE, LLC

246.69K

Mar 31, 26

-9.13K

0.42%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

243.01K

Mar 31, 26

+66.30K

0.41%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

236.14K

Mar 31, 26

+236.14K

0.40%

Baird Financial Group, Inc.

232.80K

Mar 31, 26

+47.61K

0.40%

Baltimore-Washington Financial Advisors, Inc.

222.82K

Mar 31, 26

+54.56K

0.38%

Asset Dedication, LLC

218.51K

Mar 31, 26

+67.24K

0.37%

Belpointe Asset Management LLC

210.48K

Mar 31, 26

+21.92K

0.36%

ROYAL BANK OF CANADA

186.64K

Mar 31, 26

-15.70K

0.32%

Financial Engines Advisors L.L.C.

184.73K

Mar 31, 26

+14.96K

0.31%

CONFLUENCE INVESTMENT MANAGEMENT LLC

183.27K

Mar 31, 26

+2.74K

0.31%

THOROUGHBRED FINANCIAL SERVICES, LLC

175.56K

Mar 31, 26

+17.80K

0.30%

SIGNATUREFD, LLC

166.67K

Mar 31, 26

+6.15K

0.28%

BIP Wealth, LLC

165.26K

Mar 31, 26

-19.22K

0.28%

Accretive Wealth Partners, LLC

165.16K

Mar 31, 26

+10.47K

0.28%

HOWLAND CAPITAL MANAGEMENT LLC

152.34K

Mar 31, 26

+12.17K

0.26%

Parallel Advisors, LLC

149.25K

Mar 31, 26

+7.02K

0.25%

BOSTON FAMILY OFFICE LLC

148.08K

Mar 31, 26

+21.87K

0.25%

MV CAPITAL MANAGEMENT, INC.

142.76K

Mar 31, 26

+1.48K

0.24%

Northstar Group, Inc.

135.85K

Mar 31, 26

+24.20K

0.23%

SCS Capital Management LLC

134.19K

Mar 31, 26

+18.35K

0.23%

Independent Advisor Alliance

133.21K

Mar 31, 26

+115.12K

0.23%

Cetera Investment Advisers

131.32K

Mar 31, 26

-6.37K

0.22%

Evergreen Wealth Solutions, LLC

126.51K

Mar 31, 26

+117.01K

0.22%

HighTower Advisors, LLC

122.54K

Mar 31, 26

+19.37K

0.21%

Cypress Point Wealth Management, LLC

119.72K

Mar 31, 26

+119.72K

0.20%

LEAVELL INVESTMENT MANAGEMENT, INC.

119.30K

Mar 31, 26

+26.25K

0.20%

Apella Capital, LLC

102.76K

Mar 31, 26

+9.99K

0.17%

Hughes Financial Services, LLC

99.55K

Mar 31, 26

+1.48K

0.17%

Sanctuary Advisors, LLC

96.62K

Mar 31, 26

+3.85K

0.16%

CAPTRUST FINANCIAL ADVISORS

91.29K

Mar 31, 26

-4.03K

0.16%

Atria Investments, Inc

88.50K

Mar 31, 26

+1.99K

0.15%

TITLEIST ASSET MANAGEMENT, LLC

85.51K

Mar 31, 26

+19.18K

0.15%

Cambridge Investment Research Advisors, Inc.

85.31K

Mar 31, 26

+55.16K

0.15%

Leo Wealth, LLC

82.44K

Mar 31, 26

+14.10K

0.14%

Allworth Financial LP

75.98K

Mar 31, 26

+2.39K

0.13%

Valmark Advisers, Inc.

74.77K

Mar 31, 26

-1.42K

0.13%

IFP Advisors, Inc

71.63K

Mar 31, 26

-3.54K

0.12%

ASSOCIATED BANC-CORP

68.75K

Mar 31, 26

+2.00K

0.12%

Reliant Wealth Planning

60.42K

Mar 31, 26

+4.54K

0.10%

KING LUTHER CAPITAL MANAGEMENT CORP

59.61K

Mar 31, 26

-6.21K

0.10%

Foundry Financial Group, Inc.

59.17K

Mar 31, 26

-3.78K

0.10%

JIM SAULNIER & ASSOCIATES, LLC

58.66K

Mar 31, 26

+13.03K

0.10%

Midwest Professional Planners, LTD.

57.80K

Mar 31, 26

+26.94K

0.10%

Montecito Bank & Trust

56.30K

Mar 31, 26

-682

0.10%

THRIVENT FINANCIAL FOR LUTHERANS

48.65K

Mar 31, 26

+2.50K

0.08%

FF Advisors,LLC

47.31K

Mar 31, 26

-34.88K

0.08%

Granite Harbor Advisors, Inc.

43.73K

Mar 31, 26

+17.39K

0.07%

Cerity Partners LLC

43.46K

Mar 31, 26

+21.24K

0.07%

Snowden Capital Advisors LLC

43.02K

Mar 31, 26

+19

0.07%

Atlantic Private Wealth, LLC

42.45K

Mar 31, 26

-323

0.07%

CARY STREET PARTNERS FINANCIAL LLC

41.85K

Mar 31, 26

+1.72K

0.07%

KFG WEALTH MANAGEMENT, LLC

40.72K

Mar 31, 26

+5.11K

0.07%

Keeler THomas Management LLC

39.18K

Mar 31, 26

-81.80K

0.07%

Chris Bulman Inc

38.83K

Mar 31, 26

-4.44K

0.07%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

38.48K

Mar 31, 26

+14.35K

0.07%

Compass Ion Advisors, LLC

38.09K

Mar 31, 26

+15

0.06%

DUNCKER STREETT & CO INC

37.38K

Mar 31, 26

+11.07K

0.06%

EVEXIA WEALTH LLC

35.45K

Mar 31, 26

+5.16K

0.06%

Tower Research Capital LLC (TRC)

34.03K

Mar 31, 26

+34.03K

0.06%

Capital Investment Advisors, LLC

33.23K

Mar 31, 26

+1.99K

0.06%

Mendota Financial Group, LLC

31.51K

Mar 31, 26

+190

0.05%

L2 Asset Management, LLC

31.30K

Mar 31, 26

+4.80K

0.05%

Straight Path Wealth Management

29.66K

Mar 31, 26

+1.40K

0.05%

HARBOUR INVESTMENTS, INC.

29.08K

Mar 31, 26

+4.47K

0.05%

Blake Schutter Theil Wealth Advisors, LLC

27.44K

Mar 31, 26

-137

0.05%

AQR CAPITAL MANAGEMENT LLC

26.95K

Mar 31, 26

0.05%

Kerntke Otto McGlone Wealth Management Group

26.60K

Mar 31, 26

+26.60K

0.05%

Great Diamond Partners, LLC

25.91K

Mar 31, 26

+8.74K

0.04%

TABLEAUX LLC

25.64K

Mar 31, 26

+9.28K

0.04%

SHUFRO ROSE & CO LLC

25.04K

Mar 31, 26

+448

0.04%

NATIONAL BANK OF CANADA /FI/

24.13K

Mar 31, 26

+3.32K

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

24.06K

Mar 31, 26

+7.02K

0.04%

Kestra Advisory Services, LLC

23.10K

Mar 31, 26

+2.38K

0.04%

Old Port Advisors

22.97K

Mar 31, 26

-2.01K

0.04%

Jacobi Capital Management LLC

19.86K

Mar 31, 26

+258

0.03%

GOLDMAN SACHS GROUP INC

19.86K

Mar 31, 26

-22.18K

0.03%

Heartland Bank & Trust Co

19.59K

Mar 31, 26

0.03%

JANE STREET GROUP, LLC

18.75K

Mar 31, 26

-6.64K

0.03%

MML INVESTORS SERVICES, LLC

18.71K

Mar 31, 26

-1.17K

0.03%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

18.40K

Mar 31, 26

-18.40K

0.03%

Merit Financial Group, LLC

18.07K

Mar 31, 26

+63

0.03%

STAR Financial Bank

17.72K

Mar 31, 26

-10.98K

0.03%

Black Maple Capital Management LP

17.50K

Mar 31, 26

+7.50K

0.03%

Summit Wealth Partners, LLC

17.33K

Mar 31, 26

-16.48K

0.03%

JOHNSON INVESTMENT COUNSEL INC

17.19K

Mar 31, 26

+17.19K

0.03%

CGN Advisors LLC

17.15K

Mar 31, 26

+3.41K

0.03%

Beacon Pointe Advisors, LLC

16.91K

Mar 31, 26

+7.45K

0.03%

Prime Capital Investment Advisors, LLC

16.88K

Mar 31, 26

+601

0.03%

Resources Investment Advisors, LLC.

16.65K

Mar 31, 26

0.03%

Signature Wealth Management Group

16.65K

Mar 31, 26

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

16.24K

Mar 31, 26

-2.06K

0.03%

Colony Group, LLC

16.06K

Mar 31, 26

-3.49K

0.03%

Kestra Investment Management, LLC

16.02K

Mar 31, 26

+93

0.03%

TRANSCEND CAPITAL ADVISORS, LLC

15.93K

Mar 31, 26

0.03%

DecisionMap Wealth Management, LLC

15.83K

Mar 31, 26

0.03%

COWA, LLC

15.72K

Mar 31, 26

0.03%

Trinity Wealth Management, LLC

15.67K

Mar 31, 26

0.03%

Prosperity Planning, Inc.

15.58K

Mar 31, 26

0.03%

LBMC INVESTMENT ADVISORS, LLC

14.73K

Mar 31, 26

+14.73K

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

14.47K

Mar 31, 26

0.02%

Element Wealth, LLC

14.38K

Mar 31, 26

+2.47K

0.02%

Cyr Financial Inc.

14.09K

Mar 31, 26

-1.36K

0.02%

Opus Capital Group, LLC

13.90K

Mar 31, 26

0.02%

Atwater Malick LLC

13.85K

Mar 31, 26

+13.85K

0.02%

JAMES INVESTMENT RESEARCH INC

13.70K

Mar 31, 26

0.02%

Crews Bank & Trust

13.59K

Mar 31, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

13.05K

Mar 31, 26

0.02%

PRINCIPAL SECURITIES, INC.

13.04K

Mar 31, 26

+93

0.02%

LIBERTY WEALTH MANAGEMENT LLC

12.95K

Mar 31, 26

+66

0.02%

Koss-Olinger Consulting, LLC

12.84K

Mar 31, 26

+12.84K

0.02%

Summit Trail Advisors, LLC

12.80K

Mar 31, 26

+12.80K

0.02%

Advisory Services Network, LLC

12.74K

Mar 31, 26

-192

0.02%

Alamar Capital Management, LLC

12.70K

Mar 31, 26

0.02%

CITADEL ADVISORS LLC

12.41K

Mar 31, 26

+12.41K

0.02%

CFS Investment Advisory Services, LLC

12.39K

Mar 31, 26

-15

0.02%

Jaffetilchin Investment Partners, LLC

12.29K

Mar 31, 26

+74

0.02%

Madden Advisory Services, Inc.

12.28K

Mar 31, 26

+12.28K

0.02%

Resonant Capital Advisors, LLC

12.08K

Mar 31, 26

0.02%

Conrad Siegel Investment Advisors, Inc.

11.96K

Mar 31, 26

+204

0.02%

Guidance Point Advisors, LLC

11.86K

Mar 31, 26

+551

0.02%

Highland Financial Advisors, LLC

11.70K

Mar 31, 26

0.02%

BARRETT & COMPANY, INC.

10.96K

Mar 31, 26

-4.51K

0.02%

Trust Co

10.27K

Mar 31, 26

+29

0.02%

Apollon Wealth Management, LLC

10.16K

Mar 31, 26

+30

0.02%

BEACON FINANCIAL PLANNING, INC

9.57K

Mar 31, 26

+9.57K

0.02%

Foundations Investment Advisors, LLC

9.56K

Mar 31, 26

+48

0.02%

Penobscot Investment Management Company, Inc.

9.50K

Mar 31, 26

+9.50K

0.02%

WASHINGTON TRUST Co

9.36K

Mar 31, 26

0.02%

Autumn Glory Partners, LLC

9.23K

Mar 31, 26

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

8.44K

Mar 31, 26

0.01%

Physician Wealth Advisors, Inc.

7.16K

Mar 31, 26

0.01%

Cherry Tree Wealth Management, LLC

6.29K

Mar 31, 26

0.01%

High Note Wealth, LLC

5.74K

Mar 31, 26

+2.95K

0.01%

Hills Bank & Trust Co

5.39K

Mar 31, 26

+5.39K

0.01%

Pinnacle Bancorp, Inc.

5.28K

Mar 31, 26

+683

0.01%

Steward Partners Investment Advisory, LLC

5.23K

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

5.12K

Mar 31, 26

0.01%

Hara Capital LLC

4.83K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

4.57K

Mar 31, 26

+4.57K

0.01%

MAI Capital Management

4.37K

Mar 31, 26

0.01%

US BANCORP \DE\

4.09K

Mar 31, 26

0.01%

CNB Bank

3.60K

Mar 31, 26

-16

0.01%

First PREMIER Bank

3.59K

Mar 31, 26

0.01%

Bogart Wealth, LLC

3.20K

Mar 31, 26

0.01%

Bank of Jackson Hole Trust

2.83K

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

2.74K

Mar 31, 26

+2.74K

0.00%

TD Capital Management LLC

2.08K

Mar 31, 26

+12

0.00%

Kohmann Bosshard Financial Services, LLC

1.81K

Mar 31, 26

-395

0.00%

BANK OF MONTREAL /CAN/

1.76K

Mar 31, 26

+11

0.00%

MCF Advisors LLC

1.33K

Mar 31, 26

0.00%

Clayton Financial Group LLC

1.07K

Mar 31, 26

+23

0.00%

Robbins Farley

912

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

812

Mar 31, 26

0.00%

Root Financial Partners, LLC

586

Mar 31, 26

+586

0.00%

AE Wealth Management LLC

242

Mar 31, 26

-45

0.00%

Ameritas Advisory Services, LLC

100

Mar 31, 26

+100

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

+54

0.00%

NBC SECURITIES, INC.

Mar 31, 26

+51

0.00%

FMR LLC

Mar 31, 26

-431

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

RFP Financial Group LLC

Mar 31, 26

-11.68K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-617

Lido Advisors, LLC

Mar 31, 26

-10.04K

Bank of New York Mellon Corp

Mar 31, 26

-9.15K

Austin Private Wealth, LLC

20.53K

Dec 31, 25

-867

0.03%

Global Retirement Partners, LLC

13.06K

Dec 31, 25

+7.30K

0.02%

O'Brien Wealth Partners LLC

11.54K

Dec 31, 25

+11.54K

0.02%

COMERICA BANK

2.74K

Dec 31, 25

-310

0.00%

CIBC Private Wealth Group, LLC

327

Dec 31, 25

+327

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-283

FULLCIRCLE WEALTH LLC

15.67K

Sep 30, 25

0.03%

Lowe Wealth Advisors, LLC

4.37K

Sep 30, 25

0.01%

AllSquare Wealth Management LLC

3.50K

Sep 30, 25

+2.56K

0.01%

Safeguard Financial, LLC

15.09K

Mar 31, 25

+62

0.03%

Spectrum Wealth Counsel, LLC

5.27K

Mar 31, 25

0.01%

Raymond James Financial Services Advisors, Inc.

673.40K

Sep 30, 24

+492.64K

1.15%

RAYMOND JAMES & ASSOCIATES

34.95K

Sep 30, 24

+6.31K

0.06%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

11.40K

Sep 30, 24

+11.40K

0.02%

FinTrust Capital Advisors, LLC

5.36K

Sep 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

18.41K

Jun 30, 24

+589

0.03%

Cetera Advisor Networks LLC

13.90K

Mar 31, 24

+13.90K

0.02%

Cetera Advisors LLC

Mar 31, 24

-21.93K

First National Bank of South Miami

Jun 30, 23

-1.13K

Sargent Bickham Lagudis LLC

1.00K

Dec 31, 22

+1.00K

0.00%

Farmer Steven Patrick

375.94K

Jun 30, 22

+375.94K

0.64%