iShares iBonds Dec 2030 Term Treasury ETF(IBTK)

$19.09—Stale · unknown old

Ask SA Chart

iShares iBonds Dec 2030 Term Treasury ETF(IBTK)

NASDAQ • Last print unknown ago

$19.09—Stale · unknown old

Ask SA Chart Studio

IBTK(IBTK)

IBTK

Institutional Ownership

Top 213 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLS FARGO & COMPANY/MN	3.15M	Jun 30, 26	-582.93K	10.42%
MERCER GLOBAL ADVISORS INC /ADV	2.86M	Jun 30, 26	+209.77K	9.47%
BANK OF AMERICA CORP /DE/	2.03M	Jun 30, 26	+196.77K	6.72%
ENVESTNET ASSET MANAGEMENT INC	1.38M	Jun 30, 26	+120.16K	4.58%
TITLEIST ASSET MANAGEMENT, LLC	1.37M	Jun 30, 26	+143.74K	4.55%
BlackRock, Inc.	1.35M	Jun 30, 26	+588.62K	4.47%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.34M	Jun 30, 26	+105.44K	4.44%
HM PAYSON & CO	1.20M	Jun 30, 26	+500.97K	3.98%
MML INVESTORS SERVICES, LLC	1.06M	Jun 30, 26	+350.75K	3.50%
D.A. DAVIDSON & CO.	1.01M	Jun 30, 26	+87.33K	3.34%
Journey Advisory Group, LLC	902.78K	Jun 30, 26	+51.37K	2.99%
MKT Advisors LLC	712.01K	Jun 30, 26	+39.67K	2.36%
AMERIPRISE FINANCIAL INC	709.15K	Jun 30, 26	+21.72K	2.35%
Wealth Management Strategies, Inc.	686.87K	Jun 30, 26	+20.99K	2.27%
Vista Private Wealth Partners. LLC	684.94K	Jun 30, 26	-9.58K	2.27%
UBS Group AG	665.37K	Jun 30, 26	-27.19K	2.20%
Probity Advisors, Inc.	601.27K	Jun 30, 26	+52.50K	1.99%
Legacy Private Trust Co.	577.48K	Jun 30, 26	+31.95K	1.91%
SHELTON WEALTH MANAGEMENT, LLC	554.48K	Jun 30, 26	+39.38K	1.83%
NewEdge Advisors, LLC	540.89K	Jun 30, 26	+40.75K	1.79%
BAILARD, INC.	536.04K	Jun 30, 26	-3.36K	1.77%
Waycross Investment Management Co	531.03K	Jun 30, 26	+9.93K	1.76%
EIGHT 31 FINANCIAL LLC	517.76K	Jun 30, 26	+14.68K	1.71%
ROYAL BANK OF CANADA	496.61K	Jun 30, 26	-4.00K	1.64%
Krilogy Financial LLC	495.55K	Jun 30, 26	+33.47K	1.64%
Heartwood Wealth Advisors LLC	493.75K	Jun 30, 26	+8.02K	1.63%
Trust Co	490.58K	Jun 30, 26	+4.75K	1.62%
MORGAN STANLEY	483.01K	Jun 30, 26	-115.17K	1.60%
SRS Capital Advisors, Inc.	459.99K	Jun 30, 26	+459.99K	1.52%
Snowden Capital Advisors LLC	454.13K	Jun 30, 26	+4.95K	1.50%
RAYMOND JAMES FINANCIAL INC	426.45K	Jun 30, 26	-385.44K	1.41%
LPL Financial LLC	396.13K	Jun 30, 26	+4.04K	1.31%
Cetera Investment Advisers	356.94K	Jun 30, 26	+38.30K	1.18%
CONFLUENCE INVESTMENT MANAGEMENT LLC	322.90K	Jun 30, 26	-30.74K	1.07%
REBALANCE, LLC	297.50K	Jun 30, 26	+34.08K	0.98%
Baird Financial Group, Inc.	284.90K	Jun 30, 26	+29.43K	0.94%
Stockman Wealth Management, Inc.	276.79K	Jun 30, 26	+10.80K	0.92%
COMMONWEALTH EQUITY SERVICES, LLC	272.86K	Jun 30, 26	+21.63K	0.90%
CENTRAL TRUST Co	265.40K	Jun 30, 26	+9.74K	0.88%
Asset Dedication, LLC	253.04K	Jun 30, 26	+23.42K	0.84%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	234.85K	Jun 30, 26	+16.45K	0.78%
THOROUGHBRED FINANCIAL SERVICES, LLC	230.02K	Jun 30, 26	+25.30K	0.76%
Accretive Wealth Partners, LLC	211.77K	Jun 30, 26	+40.74K	0.70%
CHATHAM CAPITAL GROUP, INC.	198.38K	Jun 30, 26	+12.38K	0.66%
HOWLAND CAPITAL MANAGEMENT LLC	197.81K	Jun 30, 26	+22.19K	0.65%
Parallel Advisors, LLC	196.72K	Jun 30, 26	+14.76K	0.65%
Janney Montgomery Scott LLC	196.48K	Jun 30, 26	+8.04K	0.65%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	169.59K	Jun 30, 26	+31.72K	0.56%
BOSTON FAMILY OFFICE LLC	164.42K	Jun 30, 26	+21.95K	0.54%
HighTower Advisors, LLC	159.42K	Jun 30, 26	+3.45K	0.53%
Sanctuary Advisors, LLC	157.61K	Jun 30, 26	+30.52K	0.52%
Integrated Wealth Concepts LLC	153.57K	Jun 30, 26	+53.15K	0.51%
Atria Investments, Inc	125.39K	Jun 30, 26	+3.92K	0.41%
PARK AVENUE SECURITIES LLC	122.60K	Jun 30, 26	+3.11K	0.41%
Hughes Financial Services, LLC	110.04K	Jun 30, 26	-18	0.36%
STIFEL FINANCIAL CORP	109.11K	Jun 30, 26	+13.02K	0.36%
ADVISOR GROUP HOLDINGS, INC.	105.28K	Jun 30, 26	+50.90K	0.35%
SIGNATUREFD, LLC	103.35K	Jun 30, 26	+20.47K	0.34%
Financial Engines Advisors L.L.C.	96.57K	Jun 30, 26	-4.21K	0.32%
Mechanics Bank Trust Department	90.50K	Jun 30, 26	-2.50K	0.30%
Valmark Advisers, Inc.	88.89K	Jun 30, 26	+28.89K	0.29%
ATWOOD & PALMER INC	87.41K	Jun 30, 26	-2.88K	0.29%
CITADEL ADVISORS LLC	86.10K	Jun 30, 26	-48.80K	0.28%
Kestra Advisory Services, LLC	85.88K	Jun 30, 26	+400	0.28%
IFP Advisors, Inc	79.80K	Jun 30, 26	+3.99K	0.26%
Belpointe Asset Management LLC	78.86K	Jun 30, 26	-1.22K	0.26%
LEAVELL INVESTMENT MANAGEMENT, INC.	69.84K	Jun 30, 26	+18.45K	0.23%
Allworth Financial LP	68.45K	Jun 30, 26	+6.13K	0.23%
ASSOCIATED BANC-CORP	62.57K	Jun 30, 26	+3.17K	0.21%
FIRST NATIONAL BANK OF OMAHA	60.63K	Jun 30, 26	-3.68K	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	60.00K	Jun 30, 26	+21.72K	0.20%
Apella Capital, LLC	59.72K	Jun 30, 26	+16.30K	0.20%
Old Port Advisors	57.70K	Jun 30, 26	-4.13K	0.19%
SCS Capital Management LLC	57.52K	Jun 30, 26	--	0.19%
Yoder Wealth Management, Inc.	49.00K	Jun 30, 26	+250	0.16%
MV CAPITAL MANAGEMENT, INC.	43.30K	Jun 30, 26	--	0.14%
JIM SAULNIER & ASSOCIATES, LLC	42.53K	Jun 30, 26	+3.33K	0.14%
Reliant Wealth Planning	42.00K	Jun 30, 26	--	0.14%
DUNCKER STREETT & CO INC	41.79K	Jun 30, 26	+393	0.14%
Montecito Bank & Trust	41.18K	Jun 30, 26	+6.07K	0.14%
Foundry Financial Group, Inc.	40.12K	Jun 30, 26	+2.81K	0.13%
Community Financial Services Group, LLC	36.75K	Jun 30, 26	+36.75K	0.12%
TABLEAUX LLC	35.24K	Jun 30, 26	-688	0.12%
CARY STREET PARTNERS FINANCIAL LLC	34.88K	Jun 30, 26	-1.41K	0.12%
Cerity Partners LLC	34.51K	Jun 30, 26	-778	0.11%
BIP Wealth, LLC	33.58K	Jun 30, 26	-2.78K	0.11%
Keeler THomas Management LLC	32.66K	Jun 30, 26	-8.85K	0.11%
Atlantic Private Wealth, LLC	30.83K	Jun 30, 26	-2.23K	0.10%
KING LUTHER CAPITAL MANAGEMENT CORP	29.59K	Jun 30, 26	--	0.10%
AQR CAPITAL MANAGEMENT LLC	29.28K	Jun 30, 26	+6.00K	0.10%
Heartland Bank & Trust Co	29.28K	Jun 30, 26	+6.68K	0.10%
Colony Group, LLC	29.08K	Jun 30, 26	-12.38K	0.10%
Cambridge Investment Research Advisors, Inc.	27.85K	Jun 30, 26	+7.10K	0.09%
CAPTRUST FINANCIAL ADVISORS	27.35K	Jun 30, 26	+1.33K	0.09%
Compass Ion Advisors, LLC	27.00K	Jun 30, 26	--	0.09%
Modern Wealth Management, LLC	26.87K	Jun 30, 26	+26.87K	0.09%
JANE STREET GROUP, LLC	25.78K	Jun 30, 26	+10.25K	0.09%
Creative Planning	25.77K	Jun 30, 26	+25.77K	0.09%
Equitable Holdings, Inc.	25.62K	Jun 30, 26	+398	0.08%
Midwest Professional Planners, LTD.	25.56K	Jun 30, 26	+14.66K	0.08%
HARBOUR INVESTMENTS, INC.	25.09K	Jun 30, 26	+236	0.08%
Lido Advisors, LLC	24.79K	Jun 30, 26	+2.50K	0.08%
Granite Harbor Advisors, Inc.	24.77K	Jun 30, 26	-16.50K	0.08%
Daybright Advisory Services, Inc.	23.95K	Jun 30, 26	+299	0.08%
Capital Investment Advisors, LLC	23.23K	Jun 30, 26	+12	0.08%
DecisionMap Wealth Management, LLC	22.49K	Jun 30, 26	+4.99K	0.07%
Great Diamond Partners, LLC	22.03K	Jun 30, 26	+7.07K	0.07%
CGN Advisors LLC	21.41K	Jun 30, 26	+72	0.07%
XY Planning Network, Inc.	21.41K	Jun 30, 26	+21.41K	0.07%
Jacobi Capital Management LLC	21.28K	Jun 30, 26	+131	0.07%
Guidance Point Advisors, LLC	20.53K	Jun 30, 26	+1.87K	0.07%
Kestra Investment Management, LLC	18.62K	Jun 30, 26	+924	0.06%
Trinity Wealth Management, LLC	17.73K	Jun 30, 26	+181	0.06%
Northstar Group, Inc.	17.27K	Jun 30, 26	+17.27K	0.06%
Single Point Partners, LLC	16.94K	Jun 30, 26	+16.94K	0.06%
Visionary Wealth Advisors	16.57K	Jun 30, 26	+4.52K	0.05%
Passive Capital Management, LLC.	15.94K	Jun 30, 26	--	0.05%
Financial Advisory Corp	15.59K	Jun 30, 26	+4.14K	0.05%
Kerntke Otto McGlone Wealth Management Group	15.56K	Jun 30, 26	+15.56K	0.05%
Prosperity Planning, Inc.	15.52K	Jun 30, 26	--	0.05%
Opus Capital Group, LLC	15.33K	Jun 30, 26	+15.33K	0.05%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	15.00K	Jun 30, 26	--	0.05%
Vestmark Advisory Solutions, Inc.	14.89K	Jun 30, 26	+14.89K	0.05%
Element Wealth, LLC	14.56K	Jun 30, 26	+182	0.05%
PRINCIPAL SECURITIES, INC.	14.41K	Jun 30, 26	+12	0.05%
JAMES INVESTMENT RESEARCH INC	14.35K	Jun 30, 26	--	0.05%
LIBERTY WEALTH MANAGEMENT LLC	14.35K	Jun 30, 26	--	0.05%
BARRETT & COMPANY, INC.	14.17K	Jun 30, 26	+5.06K	0.05%
Physician Wealth Advisors, Inc.	13.89K	Jun 30, 26	+5.96K	0.05%
LEVEL FOUR ADVISORY SERVICES, LLC	13.84K	Jun 30, 26	+4	0.05%
SPRENG CAPITAL MANAGEMENT, INC.	13.76K	Jun 30, 26	+13.76K	0.05%
KFG WEALTH MANAGEMENT, LLC	13.73K	Jun 30, 26	+85	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	13.58K	Jun 30, 26	-1.16K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	13.47K	Jun 30, 26	--	0.04%
HANOVER ADVISORS INC	11.69K	Jun 30, 26	+541	0.04%
Straight Path Wealth Management	11.66K	Jun 30, 26	+1.63K	0.04%
Hyposwiss Advisors SA	11.21K	Jun 30, 26	--	0.04%
Pensionmark Financial Group, LLC	10.89K	Jun 30, 26	-567	0.04%
LBMC INVESTMENT ADVISORS, LLC	10.09K	Jun 30, 26	--	0.03%
CreativeOne Wealth, LLC	10.04K	Jun 30, 26	+10.04K	0.03%
Atlantic Union Bankshares Corp	9.20K	Jun 30, 26	+868	0.03%
Crews Bank & Trust	8.97K	Jun 30, 26	--	0.03%
MATHER GROUP, LLC.	8.35K	Jun 30, 26	+8.35K	0.03%
United Community Bank	8.01K	Jun 30, 26	-505	0.03%
FIFTH THIRD BANCORP	7.19K	Jun 30, 26	+1.50K	0.02%
Hills Bank & Trust Co	6.12K	Jun 30, 26	+106	0.02%
Key FInancial Inc	5.54K	Jun 30, 26	+5.54K	0.02%
NATIONAL BANK OF CANADA /FI/	5.33K	Jun 30, 26	+342	0.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC	5.06K	Jun 30, 26	+5.06K	0.02%
Cherry Tree Wealth Management, LLC	4.96K	Jun 30, 26	--	0.02%
FIDUCIARY FINANCIAL ADVISORS	4.29K	Jun 30, 26	+4.29K	0.01%
CNB Bank	4.19K	Jun 30, 26	+198	0.01%
Bogart Wealth, LLC	3.56K	Jun 30, 26	--	0.01%
JPL Wealth Management, LLC	3.38K	Jun 30, 26	--	0.01%
US BANCORP \DE\	3.36K	Jun 30, 26	--	0.01%
NBH Bank	3.13K	Jun 30, 26	+3.13K	0.01%
MCF Advisors LLC	2.62K	Jun 30, 26	+2.62K	0.01%
Rockefeller Capital Management L.P.	2.57K	Jun 30, 26	-134	0.01%
BANK OF MONTREAL /CAN/	2.56K	Jun 30, 26	+645	0.01%
TD Capital Management LLC	2.30K	Jun 30, 26	+22	0.01%
Clearstead Trust, LLC	2.14K	Jun 30, 26	--	0.01%
High Note Wealth, LLC	1.51K	Jun 30, 26	--	0.00%
Longview Financial Advisors LLC	1.15K	Jun 30, 26	+1.15K	0.00%
Robbins Farley	1.01K	Jun 30, 26	--	0.00%
Pflug Koory, LLC	911	Jun 30, 26	--	0.00%
MB, LEVIS & ASSOCIATES, LLC	880	Jun 30, 26	+8	0.00%
First PREMIER Bank	849	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	756	Jun 30, 26	--	0.00%
GILPIN WEALTH MANAGEMENT, LLC	430	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	404	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	345	Jun 30, 26	+345	0.00%
ASSETMARK, INC	126	Jun 30, 26	+126	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	71	Jun 30, 26	--	0.00%
Larson Financial Group LLC	36	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	1	Jun 30, 26	--	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-10.03K	--
Advisory Services Network, LLC	--	Jun 30, 26	-558	--
Root Financial Partners, LLC	--	Jun 30, 26	-609	--
FF Advisors,LLC	--	Jun 30, 26	-53.28K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-2.00K	--
MAI Capital Management	--	Jun 30, 26	-4.94K	--
Clayton Financial Group LLC	--	Jun 30, 26	-787	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-1.51K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-900	--
Holos Integrated Wealth LLC	--	Jun 30, 26	-2.08K	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Jun 30, 26	-196	--
Richmond Investment Services, LLC	--	Jun 30, 26	-31.85K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-719	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-10.38K	--
CWM, LLC	836.48K	Mar 31, 26	+49.87K	2.77%
U.S. Capital Wealth Advisors, LLC	49.60K	Mar 31, 26	+377	0.16%
Leo Wealth, LLC	28.71K	Mar 31, 26	+2.60K	0.10%
Jaffetilchin Investment Partners, LLC	13.75K	Mar 31, 26	+82	0.05%
Bank of Jackson Hole Trust	3.13K	Mar 31, 26	--	0.01%
Financial Connections Group, Inc.	2.71K	Mar 31, 26	+2.71K	0.01%
O'Brien Wealth Partners LLC	12.74K	Dec 31, 25	+12.74K	0.04%
COMERICA BANK	2.24K	Dec 31, 25	-7.36K	0.01%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-265	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-314	--
COUNTRY CLUB BANK /GFN	96.44K	Sep 30, 25	-4.84K	0.32%
AllSquare Wealth Management LLC	22.86K	Sep 30, 25	+595	0.08%
FULLCIRCLE WEALTH LLC	13.81K	Sep 30, 25	--	0.05%
Lowe Wealth Advisors, LLC	4.94K	Sep 30, 25	--	0.02%
Exchange Capital Management, Inc.	16.24K	Jun 30, 25	+359	0.05%
Spectrum Wealth Counsel, LLC	2.54K	Mar 31, 25	--	0.01%
RAYMOND JAMES & ASSOCIATES	370.83K	Sep 30, 24	-29.69K	1.23%
Raymond James Financial Services Advisors, Inc.	103.69K	Sep 30, 24	+9.37K	0.34%
FinTrust Capital Advisors, LLC	5.57K	Sep 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	259	Jun 30, 24	+259	0.00%
Cetera Advisors LLC	119.41K	Mar 31, 24	-6.16K	0.40%
InterOcean Capital Group, LLC	30.29K	Mar 31, 24	--	0.10%
H. L. Ormond & Company, LLC	65.39K	Sep 30, 22	+48.65K	0.22%
Farmer Steven Patrick	849.95K	Jun 30, 22	+849.95K	2.81%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

WELLS FARGO & COMPANY/MN

3.15M

Jun 30, 26

-582.93K

10.42%

MERCER GLOBAL ADVISORS INC /ADV

2.86M

Jun 30, 26

+209.77K

9.47%

BANK OF AMERICA CORP /DE/

2.03M

Jun 30, 26

+196.77K

6.72%

ENVESTNET ASSET MANAGEMENT INC

1.38M

Jun 30, 26

+120.16K

4.58%

TITLEIST ASSET MANAGEMENT, LLC

1.37M

Jun 30, 26

+143.74K

4.55%

BlackRock, Inc.

1.35M

Jun 30, 26

+588.62K

4.47%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.34M

Jun 30, 26

+105.44K

4.44%

HM PAYSON & CO

1.20M

Jun 30, 26

+500.97K

3.98%

MML INVESTORS SERVICES, LLC

1.06M

Jun 30, 26

+350.75K

3.50%

D.A. DAVIDSON & CO.

1.01M

Jun 30, 26

+87.33K

3.34%

Journey Advisory Group, LLC

902.78K

Jun 30, 26

+51.37K

2.99%

MKT Advisors LLC

712.01K

Jun 30, 26

+39.67K

2.36%

AMERIPRISE FINANCIAL INC

709.15K

Jun 30, 26

+21.72K

2.35%

Wealth Management Strategies, Inc.

686.87K

Jun 30, 26

+20.99K

2.27%

Vista Private Wealth Partners. LLC

684.94K

Jun 30, 26

-9.58K

2.27%

UBS Group AG

665.37K

Jun 30, 26

-27.19K

2.20%

Probity Advisors, Inc.

601.27K

Jun 30, 26

+52.50K

1.99%

Legacy Private Trust Co.

577.48K

Jun 30, 26

+31.95K

1.91%

SHELTON WEALTH MANAGEMENT, LLC

554.48K

Jun 30, 26

+39.38K

1.83%

NewEdge Advisors, LLC

540.89K

Jun 30, 26

+40.75K

1.79%

BAILARD, INC.

536.04K

Jun 30, 26

-3.36K

1.77%

Waycross Investment Management Co

531.03K

Jun 30, 26

+9.93K

1.76%

EIGHT 31 FINANCIAL LLC

517.76K

Jun 30, 26

+14.68K

1.71%

ROYAL BANK OF CANADA

496.61K

Jun 30, 26

-4.00K

1.64%

Krilogy Financial LLC

495.55K

Jun 30, 26

+33.47K

1.64%

Heartwood Wealth Advisors LLC

493.75K

Jun 30, 26

+8.02K

1.63%

Trust Co

490.58K

Jun 30, 26

+4.75K

1.62%

MORGAN STANLEY

483.01K

Jun 30, 26

-115.17K

1.60%

SRS Capital Advisors, Inc.

459.99K

Jun 30, 26

+459.99K

1.52%

Snowden Capital Advisors LLC

454.13K

Jun 30, 26

+4.95K

1.50%

RAYMOND JAMES FINANCIAL INC

426.45K

Jun 30, 26

-385.44K

1.41%

LPL Financial LLC

396.13K

Jun 30, 26

+4.04K

1.31%

Cetera Investment Advisers

356.94K

Jun 30, 26

+38.30K

1.18%

CONFLUENCE INVESTMENT MANAGEMENT LLC

322.90K

Jun 30, 26

-30.74K

1.07%

REBALANCE, LLC

297.50K

Jun 30, 26

+34.08K

0.98%

Baird Financial Group, Inc.

284.90K

Jun 30, 26

+29.43K

0.94%

Stockman Wealth Management, Inc.

276.79K

Jun 30, 26

+10.80K

0.92%

COMMONWEALTH EQUITY SERVICES, LLC

272.86K

Jun 30, 26

+21.63K

0.90%

CENTRAL TRUST Co

265.40K

Jun 30, 26

+9.74K

0.88%

Asset Dedication, LLC

253.04K

Jun 30, 26

+23.42K

0.84%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

234.85K

Jun 30, 26

+16.45K

0.78%

THOROUGHBRED FINANCIAL SERVICES, LLC

230.02K

Jun 30, 26

+25.30K

0.76%

Accretive Wealth Partners, LLC

211.77K

Jun 30, 26

+40.74K

0.70%

CHATHAM CAPITAL GROUP, INC.

198.38K

Jun 30, 26

+12.38K

0.66%

HOWLAND CAPITAL MANAGEMENT LLC

197.81K

Jun 30, 26

+22.19K

0.65%

Parallel Advisors, LLC

196.72K

Jun 30, 26

+14.76K

0.65%

Janney Montgomery Scott LLC

196.48K

Jun 30, 26

+8.04K

0.65%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

169.59K

Jun 30, 26

+31.72K

0.56%

BOSTON FAMILY OFFICE LLC

164.42K

Jun 30, 26

+21.95K

0.54%

HighTower Advisors, LLC

159.42K

Jun 30, 26

+3.45K

0.53%

Sanctuary Advisors, LLC

157.61K

Jun 30, 26

+30.52K

0.52%

Integrated Wealth Concepts LLC

153.57K

Jun 30, 26

+53.15K

0.51%

Atria Investments, Inc

125.39K

Jun 30, 26

+3.92K

0.41%

PARK AVENUE SECURITIES LLC

122.60K

Jun 30, 26

+3.11K

0.41%

Hughes Financial Services, LLC

110.04K

Jun 30, 26

-18

0.36%

STIFEL FINANCIAL CORP

109.11K

Jun 30, 26

+13.02K

0.36%

ADVISOR GROUP HOLDINGS, INC.

105.28K

Jun 30, 26

+50.90K

0.35%

SIGNATUREFD, LLC

103.35K

Jun 30, 26

+20.47K

0.34%

Financial Engines Advisors L.L.C.

96.57K

Jun 30, 26

-4.21K

0.32%

Mechanics Bank Trust Department

90.50K

Jun 30, 26

-2.50K

0.30%

Valmark Advisers, Inc.

88.89K

Jun 30, 26

+28.89K

0.29%

ATWOOD & PALMER INC

87.41K

Jun 30, 26

-2.88K

0.29%

CITADEL ADVISORS LLC

86.10K

Jun 30, 26

-48.80K

0.28%

Kestra Advisory Services, LLC

85.88K

Jun 30, 26

+400

0.28%

IFP Advisors, Inc

79.80K

Jun 30, 26

+3.99K

0.26%

Belpointe Asset Management LLC

78.86K

Jun 30, 26

-1.22K

0.26%

LEAVELL INVESTMENT MANAGEMENT, INC.

69.84K

Jun 30, 26

+18.45K

0.23%

Allworth Financial LP

68.45K

Jun 30, 26

+6.13K

0.23%

ASSOCIATED BANC-CORP

62.57K

Jun 30, 26

+3.17K

0.21%

FIRST NATIONAL BANK OF OMAHA

60.63K

Jun 30, 26

-3.68K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

60.00K

Jun 30, 26

+21.72K

0.20%

Apella Capital, LLC

59.72K

Jun 30, 26

+16.30K

0.20%

Old Port Advisors

57.70K

Jun 30, 26

-4.13K

0.19%

SCS Capital Management LLC

57.52K

Jun 30, 26

0.19%

Yoder Wealth Management, Inc.

49.00K

Jun 30, 26

+250

0.16%

MV CAPITAL MANAGEMENT, INC.

43.30K

Jun 30, 26

0.14%

JIM SAULNIER & ASSOCIATES, LLC

42.53K

Jun 30, 26

+3.33K

0.14%

Reliant Wealth Planning

42.00K

Jun 30, 26

0.14%

DUNCKER STREETT & CO INC

41.79K

Jun 30, 26

+393

0.14%

Montecito Bank & Trust

41.18K

Jun 30, 26

+6.07K

0.14%

Foundry Financial Group, Inc.

40.12K

Jun 30, 26

+2.81K

0.13%

Community Financial Services Group, LLC

36.75K

Jun 30, 26

+36.75K

0.12%

TABLEAUX LLC

35.24K

Jun 30, 26

-688

0.12%

CARY STREET PARTNERS FINANCIAL LLC

34.88K

Jun 30, 26

-1.41K

0.12%

Cerity Partners LLC

34.51K

Jun 30, 26

-778

0.11%

BIP Wealth, LLC

33.58K

Jun 30, 26

-2.78K

0.11%

Keeler THomas Management LLC

32.66K

Jun 30, 26

-8.85K

0.11%

Atlantic Private Wealth, LLC

30.83K

Jun 30, 26

-2.23K

0.10%

KING LUTHER CAPITAL MANAGEMENT CORP

29.59K

Jun 30, 26

0.10%

AQR CAPITAL MANAGEMENT LLC

29.28K

Jun 30, 26

+6.00K

0.10%

Heartland Bank & Trust Co

29.28K

Jun 30, 26

+6.68K

0.10%

Colony Group, LLC

29.08K

Jun 30, 26

-12.38K

0.10%

Cambridge Investment Research Advisors, Inc.

27.85K

Jun 30, 26

+7.10K

0.09%

CAPTRUST FINANCIAL ADVISORS

27.35K

Jun 30, 26

+1.33K

0.09%

Compass Ion Advisors, LLC

27.00K

Jun 30, 26

0.09%

Modern Wealth Management, LLC

26.87K

Jun 30, 26

+26.87K

0.09%

JANE STREET GROUP, LLC

25.78K

Jun 30, 26

+10.25K

0.09%

Creative Planning

25.77K

Jun 30, 26

+25.77K

0.09%

Equitable Holdings, Inc.

25.62K

Jun 30, 26

+398

0.08%

Midwest Professional Planners, LTD.

25.56K

Jun 30, 26

+14.66K

0.08%

HARBOUR INVESTMENTS, INC.

25.09K

Jun 30, 26

+236

0.08%

Lido Advisors, LLC

24.79K

Jun 30, 26

+2.50K

0.08%

Granite Harbor Advisors, Inc.

24.77K

Jun 30, 26

-16.50K

0.08%

Daybright Advisory Services, Inc.

23.95K

Jun 30, 26

+299

0.08%

Capital Investment Advisors, LLC

23.23K

Jun 30, 26

+12

0.08%

DecisionMap Wealth Management, LLC

22.49K

Jun 30, 26

+4.99K

0.07%

Great Diamond Partners, LLC

22.03K

Jun 30, 26

+7.07K

0.07%

CGN Advisors LLC

21.41K

Jun 30, 26

+72

0.07%

XY Planning Network, Inc.

21.41K

Jun 30, 26

+21.41K

0.07%

Jacobi Capital Management LLC

21.28K

Jun 30, 26

+131

0.07%

Guidance Point Advisors, LLC

20.53K

Jun 30, 26

+1.87K

0.07%

Kestra Investment Management, LLC

18.62K

Jun 30, 26

+924

0.06%

Trinity Wealth Management, LLC

17.73K

Jun 30, 26

+181

0.06%

Northstar Group, Inc.

17.27K

Jun 30, 26

+17.27K

0.06%

Single Point Partners, LLC

16.94K

Jun 30, 26

+16.94K

0.06%

Visionary Wealth Advisors

16.57K

Jun 30, 26

+4.52K

0.05%

Passive Capital Management, LLC.

15.94K

Jun 30, 26

0.05%

Financial Advisory Corp

15.59K

Jun 30, 26

+4.14K

0.05%

Kerntke Otto McGlone Wealth Management Group

15.56K

Jun 30, 26

+15.56K

0.05%

Prosperity Planning, Inc.

15.52K

Jun 30, 26

0.05%

Opus Capital Group, LLC

15.33K

Jun 30, 26

+15.33K

0.05%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

15.00K

Jun 30, 26

0.05%

Vestmark Advisory Solutions, Inc.

14.89K

Jun 30, 26

+14.89K

0.05%

Element Wealth, LLC

14.56K

Jun 30, 26

+182

0.05%

PRINCIPAL SECURITIES, INC.

14.41K

Jun 30, 26

+12

0.05%

JAMES INVESTMENT RESEARCH INC

14.35K

Jun 30, 26

0.05%

LIBERTY WEALTH MANAGEMENT LLC

14.35K

Jun 30, 26

0.05%

BARRETT & COMPANY, INC.

14.17K

Jun 30, 26

+5.06K

0.05%

Physician Wealth Advisors, Inc.

13.89K

Jun 30, 26

+5.96K

0.05%

LEVEL FOUR ADVISORY SERVICES, LLC

13.84K

Jun 30, 26

0.05%

SPRENG CAPITAL MANAGEMENT, INC.

13.76K

Jun 30, 26

+13.76K

0.05%

KFG WEALTH MANAGEMENT, LLC

13.73K

Jun 30, 26

+85

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

13.58K

Jun 30, 26

-1.16K

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

13.47K

Jun 30, 26

0.04%

HANOVER ADVISORS INC

11.69K

Jun 30, 26

+541

0.04%

Straight Path Wealth Management

11.66K

Jun 30, 26

+1.63K

0.04%

Hyposwiss Advisors SA

11.21K

Jun 30, 26

0.04%

Pensionmark Financial Group, LLC

10.89K

Jun 30, 26

-567

0.04%

LBMC INVESTMENT ADVISORS, LLC

10.09K

Jun 30, 26

0.03%

CreativeOne Wealth, LLC

10.04K

Jun 30, 26

+10.04K

0.03%

Atlantic Union Bankshares Corp

9.20K

Jun 30, 26

+868

0.03%

Crews Bank & Trust

8.97K

Jun 30, 26

0.03%

MATHER GROUP, LLC.

8.35K

Jun 30, 26

+8.35K

0.03%

United Community Bank

8.01K

Jun 30, 26

-505

0.03%

FIFTH THIRD BANCORP

7.19K

Jun 30, 26

+1.50K

0.02%

Hills Bank & Trust Co

6.12K

Jun 30, 26

+106

0.02%

Key FInancial Inc

5.54K

Jun 30, 26

+5.54K

0.02%

NATIONAL BANK OF CANADA /FI/

5.33K

Jun 30, 26

+342

0.02%

PHILLIPS FINANCIAL MANAGEMENT, LLC

5.06K

Jun 30, 26

+5.06K

0.02%

Cherry Tree Wealth Management, LLC

4.96K

Jun 30, 26

0.02%

FIDUCIARY FINANCIAL ADVISORS

4.29K

Jun 30, 26

+4.29K

0.01%

CNB Bank

4.19K

Jun 30, 26

+198

0.01%

Bogart Wealth, LLC

3.56K

Jun 30, 26

0.01%

JPL Wealth Management, LLC

3.38K

Jun 30, 26

0.01%

US BANCORP \DE\

3.36K

Jun 30, 26

0.01%

NBH Bank

3.13K

Jun 30, 26

+3.13K

0.01%

MCF Advisors LLC

2.62K

Jun 30, 26

+2.62K

0.01%

Rockefeller Capital Management L.P.

2.57K

Jun 30, 26

-134

0.01%

BANK OF MONTREAL /CAN/

2.56K

Jun 30, 26

+645

0.01%

TD Capital Management LLC

2.30K

Jun 30, 26

+22

0.01%

Clearstead Trust, LLC

2.14K

Jun 30, 26

0.01%

High Note Wealth, LLC

1.51K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

1.15K

Jun 30, 26

+1.15K

0.00%

Robbins Farley

1.01K

Jun 30, 26

0.00%

Pflug Koory, LLC

911

Jun 30, 26

0.00%

MB, LEVIS & ASSOCIATES, LLC

880

Jun 30, 26

0.00%

First PREMIER Bank

849

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

756

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

430

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

404

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

345

Jun 30, 26

+345

0.00%

ASSETMARK, INC

126

Jun 30, 26

+126

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-10.03K

Advisory Services Network, LLC

Jun 30, 26

-558

Root Financial Partners, LLC

Jun 30, 26

-609

FF Advisors,LLC

Jun 30, 26

-53.28K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-2.00K

MAI Capital Management

Jun 30, 26

-4.94K

Clayton Financial Group LLC

Jun 30, 26

-787

Steward Partners Investment Advisory, LLC

Jun 30, 26

-1.51K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-900

Holos Integrated Wealth LLC

Jun 30, 26

-2.08K

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

-196

Richmond Investment Services, LLC

Jun 30, 26

-31.85K

Intentional Wealth Strategies, LLC

Jun 30, 26

-719

Stratos Wealth Partners, LTD.

Jun 30, 26

-10.38K

CWM, LLC

836.48K

Mar 31, 26

+49.87K

2.77%

U.S. Capital Wealth Advisors, LLC

49.60K

Mar 31, 26

+377

0.16%

Leo Wealth, LLC

28.71K

Mar 31, 26

+2.60K

0.10%

Jaffetilchin Investment Partners, LLC

13.75K

Mar 31, 26

+82

0.05%

Bank of Jackson Hole Trust

3.13K

Mar 31, 26

0.01%

Financial Connections Group, Inc.

2.71K

Mar 31, 26

+2.71K

0.01%

O'Brien Wealth Partners LLC

12.74K

Dec 31, 25

+12.74K

0.04%

COMERICA BANK

2.24K

Dec 31, 25

-7.36K

0.01%

CIBC Private Wealth Group, LLC

Dec 31, 25

-265

GPS Wealth Strategies Group, LLC

Dec 31, 25

-314

COUNTRY CLUB BANK /GFN

96.44K

Sep 30, 25

-4.84K

0.32%

AllSquare Wealth Management LLC

22.86K

Sep 30, 25

+595

0.08%

FULLCIRCLE WEALTH LLC

13.81K

Sep 30, 25

0.05%

Lowe Wealth Advisors, LLC

4.94K

Sep 30, 25

0.02%

Exchange Capital Management, Inc.

16.24K

Jun 30, 25

+359

0.05%

Spectrum Wealth Counsel, LLC

2.54K

Mar 31, 25

0.01%

RAYMOND JAMES & ASSOCIATES

370.83K

Sep 30, 24

-29.69K

1.23%

Raymond James Financial Services Advisors, Inc.

103.69K

Sep 30, 24

+9.37K

0.34%

FinTrust Capital Advisors, LLC

5.57K

Sep 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

259

Jun 30, 24

+259

0.00%

Cetera Advisors LLC

119.41K

Mar 31, 24

-6.16K

0.40%

InterOcean Capital Group, LLC

30.29K

Mar 31, 24

0.10%

H. L. Ormond & Company, LLC

65.39K

Sep 30, 22

+48.65K

0.22%

Farmer Steven Patrick

849.95K

Jun 30, 22

+849.95K

2.81%