iShares Investment Grade Systematic Bond ETF(IGEB)

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IGEB(IGEB)

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

Institutional Ownership

Top 229 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	3.14M	Mar 31, 26	-75.94K	10.35%
LPL Financial LLC	2.18M	Mar 31, 26	-242.14K	7.18%
State of New Jersey Common Pension Fund D	1.92M	Mar 31, 26	--	6.33%
Betterment LLC	1.53M	Mar 31, 26	+93.32K	5.03%
BANK OF AMERICA CORP /DE/	1.19M	Mar 31, 26	+132.95K	3.92%
Fundamentum, LLC	1.18M	Mar 31, 26	+37.72K	3.88%
MORGAN STANLEY	1.07M	Mar 31, 26	+288.32K	3.54%
CWM, LLC	791.34K	Mar 31, 26	+1.21K	2.61%
Hennion & Walsh Asset Management, Inc.	782.97K	Mar 31, 26	-107.90K	2.58%
BlackRock, Inc.	735.73K	Mar 31, 26	+146.45K	2.42%
Equitable Holdings, Inc.	729.96K	Mar 31, 26	+729.96K	2.40%
AMERIPRISE FINANCIAL INC	664.45K	Mar 31, 26	-160.48K	2.19%
WALLER FINANCIAL PLANNING GROUP, INC	612.37K	Mar 31, 26	+33.40K	2.02%
Resources Investment Advisors, LLC.	590.58K	Mar 31, 26	-124.01K	1.94%
MML INVESTORS SERVICES, LLC	557.26K	Mar 31, 26	-306.86K	1.83%
Merit Financial Group, LLC	525.64K	Mar 31, 26	+61.01K	1.73%
Cetera Investment Advisers	486.93K	Mar 31, 26	-18.36K	1.60%
Ameliora Wealth Management Ltd.	424.62K	Mar 31, 26	-144.55K	1.40%
Cambridge Investment Research Advisors, Inc.	414.27K	Mar 31, 26	-115.97K	1.36%
DORVAL Corp	399.16K	Mar 31, 26	+90.08K	1.31%
UBS Group AG	396.12K	Mar 31, 26	-69.72K	1.30%
Private Advisor Group, LLC	341.49K	Mar 31, 26	+39.41K	1.12%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	327.82K	Mar 31, 26	-86.91K	1.08%
BlueStem Wealth Partners, LLC	270.98K	Mar 31, 26	+85.74K	0.89%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	265.02K	Mar 31, 26	-59.69K	0.87%
Envestnet Portfolio Solutions, Inc.	244.00K	Mar 31, 26	+17.93K	0.80%
JPMORGAN CHASE & CO	226.06K	Mar 31, 26	-21.21K	0.74%
COMMONWEALTH EQUITY SERVICES, LLC	191.81K	Mar 31, 26	+19.14K	0.63%
Breakwater Capital Group	176.98K	Mar 31, 26	+3.31K	0.58%
NorthRock Partners, LLC	175.21K	Mar 31, 26	-17.89K	0.58%
EXCHANGE TRADED CONCEPTS, LLC	175.04K	Mar 31, 26	-909	0.58%
ASSETMARK, INC	164.17K	Mar 31, 26	+2.85K	0.54%
STIFEL FINANCIAL CORP	163.28K	Mar 31, 26	+2.52K	0.54%
PARK AVENUE SECURITIES LLC	133.27K	Mar 31, 26	-38.06K	0.44%
CITADEL ADVISORS LLC	131.01K	Mar 31, 26	+131.01K	0.43%
CPA Asset Management LLC	128.16K	Mar 31, 26	-21.37K	0.42%
DIVERSIFY WEALTH MANAGEMENT, LLC	125.55K	Mar 31, 26	+118.90K	0.41%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	120.94K	Mar 31, 26	+87.62K	0.40%
HARBOUR INVESTMENTS, INC.	115.58K	Mar 31, 26	+10.44K	0.38%
Hoese & Co LLP	108.82K	Mar 31, 26	-2.17K	0.36%
Kelly Financial Services LLC	90.34K	Mar 31, 26	+3.49K	0.30%
Accel Wealth Management	89.16K	Mar 31, 26	+12.93K	0.29%
Keystone Wealth Services, LLC	86.60K	Mar 31, 26	+336	0.29%
IFP Advisors, Inc	81.27K	Mar 31, 26	-14.12K	0.27%
Lunt Capital Management, Inc.	77.87K	Mar 31, 26	+11.05K	0.26%
RAYMOND JAMES FINANCIAL INC	72.95K	Mar 31, 26	-23.98K	0.24%
INDEPENDENT FINANCIAL GROUP, LLC	71.20K	Mar 31, 26	+71.20K	0.23%
Altus Wealth Management, LLC	69.94K	Mar 31, 26	+3.01K	0.23%
ADVISOR GROUP HOLDINGS, INC.	67.30K	Mar 31, 26	-15.74K	0.22%
Fermata Advisors, LLC	59.64K	Mar 31, 26	-8.03K	0.20%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	57.58K	Mar 31, 26	+8.11K	0.19%
Bank of New York Mellon Corp	56.14K	Mar 31, 26	-160.74K	0.18%
JB Capital LLC	55.84K	Mar 31, 26	+8.72K	0.18%
FreeGulliver LLC	55.27K	Mar 31, 26	+209	0.18%
Steward Partners Investment Advisory, LLC	53.16K	Mar 31, 26	-9.01K	0.18%
FOUNDERS FINANCIAL SECURITIES LLC	51.43K	Mar 31, 26	+3.92K	0.17%
Shared Vision Wealth Group LLC	47.67K	Mar 31, 26	-11.39K	0.16%
EAGLE GLOBAL ADVISORS LLC	46.03K	Mar 31, 26	-1.00K	0.15%
Vestmark Advisory Solutions, Inc.	44.45K	Mar 31, 26	+926	0.15%
Advisory Services Network, LLC	44.25K	Mar 31, 26	-3.93K	0.15%
Dynasty Wealth Management, LLC	40.59K	Mar 31, 26	-47.47K	0.13%
Rockefeller Capital Management L.P.	40.37K	Mar 31, 26	-7.31K	0.13%
Farther Finance Advisors, LLC	36.73K	Mar 31, 26	-5.69K	0.12%
Geneos Wealth Management Inc.	36.64K	Mar 31, 26	-229.19K	0.12%
Sigma Planning Corp	36.47K	Mar 31, 26	+15.31K	0.12%
Two West Capital Advisors LLC	34.55K	Mar 31, 26	+1.41K	0.11%
Prime Capital Investment Advisors, LLC	32.96K	Mar 31, 26	+713	0.11%
JANE STREET GROUP, LLC	32.54K	Mar 31, 26	-5.28K	0.11%
Janney Montgomery Scott LLC	32.30K	Mar 31, 26	-513.76K	0.11%
ROYAL BANK OF CANADA	31.63K	Mar 31, 26	-492.71K	0.10%
Convergence Financial, LLC	31.57K	Mar 31, 26	+332	0.10%
McGlone Suttner Wealth Management, Inc.	31.42K	Mar 31, 26	-261.18K	0.10%
RFG Advisory, LLC	30.33K	Mar 31, 26	+2.44K	0.10%
SAGESPRING WEALTH PARTNERS, LLC	30.20K	Mar 31, 26	-2.76K	0.10%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	30.07K	Mar 31, 26	+4.06K	0.10%
Wealth Management Associates, Inc.	27.05K	Mar 31, 26	+655	0.09%
Keebeck Wealth Management, LLC	26.96K	Mar 31, 26	-256	0.09%
ShoreHaven Wealth Partners, LLC	26.71K	Mar 31, 26	-3.29K	0.09%
Helium Advisors LLC	26.12K	Mar 31, 26	+26.12K	0.09%
Tidemark, LLC	25.70K	Mar 31, 26	+1.50K	0.08%
Transamerica Financial Advisors, Inc.	25.07K	Mar 31, 26	-14.27K	0.08%
Pensionmark Financial Group, LLC	24.49K	Mar 31, 26	+8.37K	0.08%
NATIONAL BANK OF CANADA /FI/	24.24K	Mar 31, 26	+1.96K	0.08%
CreativeOne Wealth, LLC	23.92K	Mar 31, 26	+465	0.08%
NewEdge Advisors, LLC	23.42K	Mar 31, 26	+1.03K	0.08%
FORTE ASSET MANAGEMENT LLC	23.10K	Mar 31, 26	+1.50K	0.08%
Apollon Wealth Management, LLC	21.55K	Mar 31, 26	+841	0.07%
HB Wealth Management, LLC	21.36K	Mar 31, 26	-700	0.07%
Kestra Advisory Services, LLC	20.48K	Mar 31, 26	+2.82K	0.07%
Icon Wealth Advisors, LLC	20.47K	Mar 31, 26	-3.58K	0.07%
PATTON ALBERTSON MILLER GROUP, LLC	19.34K	Mar 31, 26	-843	0.06%
Steel Peak Wealth Management LLC	17.43K	Mar 31, 26	+1.87K	0.06%
Invst, LLC	15.84K	Mar 31, 26	-76	0.05%
ADE, LLC	15.63K	Mar 31, 26	-1.81K	0.05%
Brinker Capital Investments, LLC	15.11K	Mar 31, 26	-2.58K	0.05%
1620 INVESTMENT ADVISORS, INC.	15.11K	Mar 31, 26	+661	0.05%
GeoWealth Management, LLC	15.07K	Mar 31, 26	+1.15K	0.05%
Sovran Advisors, LLC	14.25K	Mar 31, 26	-27.64K	0.05%
Catalytic Wealth RIA, LLC	13.52K	Mar 31, 26	+1.36K	0.04%
HighTower Advisors, LLC	12.59K	Mar 31, 26	+12.59K	0.04%
Ausdal Financial Partners, Inc.	12.53K	Mar 31, 26	+836	0.04%
Parallel Advisors, LLC	11.75K	Mar 31, 26	-677	0.04%
Riverbend Wealth Management, LLC	11.72K	Mar 31, 26	+1.06K	0.04%
Mutual Advisors, LLC	11.48K	Mar 31, 26	+7.09K	0.04%
Miracle Mile Advisors, LLC	11.33K	Mar 31, 26	-11.46K	0.04%
IHT Wealth Management, LLC	11.10K	Mar 31, 26	+6.01K	0.04%
Centerpoint Advisory Group	10.76K	Mar 31, 26	-2.71K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	10.75K	Mar 31, 26	--	0.04%
Argyle Capital Partners, LLC	10.55K	Mar 31, 26	+1.32K	0.03%
LOCKERMAN FINANCIAL GROUP, INC.	10.10K	Mar 31, 26	+693	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	9.99K	Mar 31, 26	+9.99K	0.03%
Modern Wealth Management, LLC	9.84K	Mar 31, 26	+9.84K	0.03%
Snowden Capital Advisors LLC	9.76K	Mar 31, 26	+646	0.03%
Sequoia Financial Advisors, LLC	9.57K	Mar 31, 26	+5.09K	0.03%
WEDBUSH SECURITIES INC	9.11K	Mar 31, 26	+1.52K	0.03%
Avantra Family Wealth, Inc.	8.69K	Mar 31, 26	+946	0.03%
Arlington Trust Co LLC	8.23K	Mar 31, 26	--	0.03%
Inspire Advisors, LLC	8.08K	Mar 31, 26	+8.08K	0.03%
JOURNEY STRATEGIC WEALTH LLC	7.80K	Mar 31, 26	-277	0.03%
Investment Advisory Group, LLC	7.64K	Mar 31, 26	--	0.03%
Atria Investments, Inc	7.61K	Mar 31, 26	-34.75K	0.03%
Tennessee Valley Asset Management Partners	7.58K	Mar 31, 26	-63.24K	0.02%
West Wealth Group, LLC	7.56K	Mar 31, 26	-71	0.02%
Integrated Wealth Concepts LLC	7.55K	Mar 31, 26	+7.55K	0.02%
FIFTH THIRD BANCORP	7.44K	Mar 31, 26	+7.44K	0.02%
Gateway Wealth Partners, LLC	7.44K	Mar 31, 26	+7.44K	0.02%
Able Wealth Management LLC	7.10K	Mar 31, 26	-8.66K	0.02%
New England Private Wealth Advisors LLC	6.90K	Mar 31, 26	+55	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	6.90K	Mar 31, 26	-1.31K	0.02%
Strategic Blueprint, LLC	6.85K	Mar 31, 26	-237	0.02%
Caitlin John, LLC	5.88K	Mar 31, 26	--	0.02%
SigFig Wealth Management, LLC	5.58K	Mar 31, 26	+128	0.02%
Colony Group, LLC	5.20K	Mar 31, 26	-2.38K	0.02%
GEM Asset Management, LLC	5.12K	Mar 31, 26	-1.99K	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	5.10K	Mar 31, 26	--	0.02%
Embree Financial Group	4.81K	Mar 31, 26	+4.81K	0.02%
Mariner, LLC	4.76K	Mar 31, 26	-176	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	4.64K	Mar 31, 26	--	0.02%
Warwick Investment Management, Inc.	4.63K	Mar 31, 26	+214	0.02%
TWIN CITY PRIVATE WEALTH, LLC	4.57K	Mar 31, 26	-612	0.02%
Integrated Advisors Network LLC	4.44K	Mar 31, 26	+4.44K	0.01%
Western Wealth Management, LLC	3.43K	Mar 31, 26	+3.43K	0.01%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	3.00K	Mar 31, 26	-243	0.01%
Destiny Wealth Partners, LLC	2.23K	Mar 31, 26	+2.23K	0.01%
WELLS FARGO & COMPANY/MN	1.81K	Mar 31, 26	-229	0.01%
PRIVATE TRUST CO NA	1.42K	Mar 31, 26	+289	0.00%
Kingdom Financial Group LLC.	1.26K	Mar 31, 26	+1.26K	0.00%
Lloyd Advisory Services, LLC.	1.26K	Mar 31, 26	+1.26K	0.00%
FMR LLC	1.15K	Mar 31, 26	-56	0.00%
AE Wealth Management LLC	961	Mar 31, 26	+85	0.00%
Rossby Financial, LCC	948	Mar 31, 26	+184	0.00%
Strategic Wealth Partners, Ltd.	786	Mar 31, 26	-440	0.00%
CoreCap Advisors, LLC	764	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	725	Mar 31, 26	-1.64K	0.00%
Scarborough Advisors, LLC	592	Mar 31, 26	+5	0.00%
Allworth Financial LP	435	Mar 31, 26	-200	0.00%
Cornerstone Planning Group LLC	319	Mar 31, 26	+316	0.00%
AdvisorNet Financial, Inc	209	Mar 31, 26	--	0.00%
Capital Analysts, LLC	200	Mar 31, 26	-1.51K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	188	Mar 31, 26	--	0.00%
REAP Financial Group, LLC	187	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	131	Mar 31, 26	+1	0.00%
Sunbelt Securities, Inc.	63	Mar 31, 26	+1	0.00%
Mosley Wealth Management	19	Mar 31, 26	+19	0.00%
Colonial Trust Co / SC	13	Mar 31, 26	+13	0.00%
US BANCORP \DE\	6	Mar 31, 26	-919	0.00%
MASECO LLP	6	Mar 31, 26	--	0.00%
CITIGROUP INC	5	Mar 31, 26	+5	0.00%
HUNTINGTON NATIONAL BANK	2	Mar 31, 26	--	0.00%
Cyndeo Wealth Partners, LLC	--	Mar 31, 26	-16.21K	--
TD Waterhouse Canada Inc.	--	Mar 31, 26	-14	--
Sanctuary Advisors, LLC	--	Mar 31, 26	-5.10K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-71	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-97	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-7.28K	--
NBC SECURITIES, INC.	--	Mar 31, 26	-499	--
IFG Advisory, LLC	--	Mar 31, 26	-6.82K	--
Systelligence, LLC	--	Mar 31, 26	-93.01K	--
Ancora Advisors, LLC	--	Mar 31, 26	-44	--
MA Private Wealth	--	Mar 31, 26	-21.06K	--
Fairway Wealth LLC	--	Mar 31, 26	-110	--
DecisionMap Wealth Management, LLC	--	Mar 31, 26	-6.28K	--
JT Stratford LLC	--	Mar 31, 26	-17.62K	--
SWMG, LLC	--	Mar 31, 26	-35.78K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-7.51K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-118.34K	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-1.69K	--
Triad Wealth Partners, LLC	--	Mar 31, 26	-6.11K	--
Raleigh Capital Management Inc.	--	Mar 31, 26	-390	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-12.68K	--
Sharkey, Howes & Javer	--	Mar 31, 26	-10.97K	--
SYM FINANCIAL Corp	--	Mar 31, 26	-112	--
Traveka Wealth, LLC	--	Mar 31, 26	-47.73K	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-188	--
PEAPACK GLADSTONE FINANCIAL CORP	--	Mar 31, 26	-88.08K	--
Ascent Group, LLC	--	Mar 31, 26	-52.39K	--
Paradigm Financial Partners, LLC	--	Mar 31, 26	-72.79K	--
Vertex Planning Partners, LLC	--	Mar 31, 26	-16.02K	--
ORG Partners LLC	72.96K	Dec 31, 25	-137	0.24%
High Falls Advisors, Inc	11.24K	Dec 31, 25	+775	0.04%
COMERICA BANK	6.66K	Dec 31, 25	+453	0.02%
Global Retirement Partners, LLC	2.22K	Dec 31, 25	+485	0.01%
SageView Advisory Group, LLC	620	Dec 31, 25	+620	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.34K	--
Lion Street Advisors, LLC	18.69K	Sep 30, 25	+3.69K	0.06%
Certus Wealth Management, LLC	6.20K	Sep 30, 25	+198	0.02%
Abich Financial Wealth Management LLC	309	Sep 30, 25	+309	0.00%
DOHJ, LLC	23.45K	Jun 30, 25	-59.83K	0.08%
Atria Wealth Solutions, Inc.	10.84K	Jun 30, 25	+10.84K	0.04%
First Horizon Advisors, Inc.	9.86K	Jun 30, 25	+2.72K	0.03%
AVANTAX ADVISORY SERVICES, INC.	6.68K	Jun 30, 25	+1.39K	0.02%
Spectrum Wealth Counsel, LLC	7.25K	Mar 31, 25	+1.48K	0.02%
Buffington Mohr McNeal	5.88K	Mar 31, 25	-30.63K	0.02%
Executive Wealth Management, LLC	5.12K	Dec 31, 24	--	0.02%
WR Wealth Planners, LLC	753	Dec 31, 24	-758	0.00%
Raymond James Financial Services Advisors, Inc.	89.64K	Sep 30, 24	+44.33K	0.30%
Alera Investment Advisors, LLC	71.25K	Sep 30, 24	+708	0.23%
RAYMOND JAMES & ASSOCIATES	53.65K	Sep 30, 24	+30.31K	0.18%
FinTrust Capital Advisors, LLC	974	Sep 30, 24	-356	0.00%
BlackRock Inc.	1.42M	Jun 30, 24	+1.40M	4.68%
Vantage Financial Partners Ltd., Inc.	111.75K	Jun 30, 24	+111.75K	0.37%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.29K	--
Cetera Advisor Networks LLC	48.77K	Mar 31, 24	+29.35K	0.16%
Cetera Advisors LLC	34.48K	Mar 31, 24	+18.18K	0.11%
Paragon Wealth Strategies, LLC	262.87K	Dec 31, 23	+1.42K	0.87%
KCS Wealth Advisory	8.39K	Sep 30, 23	-1.59K	0.03%
ACG Wealth	18.44K	Sep 30, 22	+18.44K	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.07K	Dec 31, 19	-2.67K	0.03%
Advisor Group, Inc.	1.92K	Dec 31, 19	-360	0.01%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

3.14M

Mar 31, 26

-75.94K

10.35%

LPL Financial LLC

2.18M

Mar 31, 26

-242.14K

7.18%

State of New Jersey Common Pension Fund D

1.92M

Mar 31, 26

6.33%

Betterment LLC

1.53M

Mar 31, 26

+93.32K

5.03%

BANK OF AMERICA CORP /DE/

1.19M

Mar 31, 26

+132.95K

3.92%

Fundamentum, LLC

1.18M

Mar 31, 26

+37.72K

3.88%

MORGAN STANLEY

1.07M

Mar 31, 26

+288.32K

3.54%

CWM, LLC

791.34K

Mar 31, 26

+1.21K

2.61%

Hennion & Walsh Asset Management, Inc.

782.97K

Mar 31, 26

-107.90K

2.58%

BlackRock, Inc.

735.73K

Mar 31, 26

+146.45K

2.42%

Equitable Holdings, Inc.

729.96K

Mar 31, 26

+729.96K

2.40%

AMERIPRISE FINANCIAL INC

664.45K

Mar 31, 26

-160.48K

2.19%

WALLER FINANCIAL PLANNING GROUP, INC

612.37K

Mar 31, 26

+33.40K

2.02%

Resources Investment Advisors, LLC.

590.58K

Mar 31, 26

-124.01K

1.94%

MML INVESTORS SERVICES, LLC

557.26K

Mar 31, 26

-306.86K

1.83%

Merit Financial Group, LLC

525.64K

Mar 31, 26

+61.01K

1.73%

Cetera Investment Advisers

486.93K

Mar 31, 26

-18.36K

1.60%

Ameliora Wealth Management Ltd.

424.62K

Mar 31, 26

-144.55K

1.40%

Cambridge Investment Research Advisors, Inc.

414.27K

Mar 31, 26

-115.97K

1.36%

DORVAL Corp

399.16K

Mar 31, 26

+90.08K

1.31%

UBS Group AG

396.12K

Mar 31, 26

-69.72K

1.30%

Private Advisor Group, LLC

341.49K

Mar 31, 26

+39.41K

1.12%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

327.82K

Mar 31, 26

-86.91K

1.08%

BlueStem Wealth Partners, LLC

270.98K

Mar 31, 26

+85.74K

0.89%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

265.02K

Mar 31, 26

-59.69K

0.87%

Envestnet Portfolio Solutions, Inc.

244.00K

Mar 31, 26

+17.93K

0.80%

JPMORGAN CHASE & CO

226.06K

Mar 31, 26

-21.21K

0.74%

COMMONWEALTH EQUITY SERVICES, LLC

191.81K

Mar 31, 26

+19.14K

0.63%

Breakwater Capital Group

176.98K

Mar 31, 26

+3.31K

0.58%

NorthRock Partners, LLC

175.21K

Mar 31, 26

-17.89K

0.58%

EXCHANGE TRADED CONCEPTS, LLC

175.04K

Mar 31, 26

-909

0.58%

ASSETMARK, INC

164.17K

Mar 31, 26

+2.85K

0.54%

STIFEL FINANCIAL CORP

163.28K

Mar 31, 26

+2.52K

0.54%

PARK AVENUE SECURITIES LLC

133.27K

Mar 31, 26

-38.06K

0.44%

CITADEL ADVISORS LLC

131.01K

Mar 31, 26

+131.01K

0.43%

CPA Asset Management LLC

128.16K

Mar 31, 26

-21.37K

0.42%

DIVERSIFY WEALTH MANAGEMENT, LLC

125.55K

Mar 31, 26

+118.90K

0.41%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

120.94K

Mar 31, 26

+87.62K

0.40%

HARBOUR INVESTMENTS, INC.

115.58K

Mar 31, 26

+10.44K

0.38%

Hoese & Co LLP

108.82K

Mar 31, 26

-2.17K

0.36%

Kelly Financial Services LLC

90.34K

Mar 31, 26

+3.49K

0.30%

Accel Wealth Management

89.16K

Mar 31, 26

+12.93K

0.29%

Keystone Wealth Services, LLC

86.60K

Mar 31, 26

+336

0.29%

IFP Advisors, Inc

81.27K

Mar 31, 26

-14.12K

0.27%

Lunt Capital Management, Inc.

77.87K

Mar 31, 26

+11.05K

0.26%

RAYMOND JAMES FINANCIAL INC

72.95K

Mar 31, 26

-23.98K

0.24%

INDEPENDENT FINANCIAL GROUP, LLC

71.20K

Mar 31, 26

+71.20K

0.23%

Altus Wealth Management, LLC

69.94K

Mar 31, 26

+3.01K

0.23%

ADVISOR GROUP HOLDINGS, INC.

67.30K

Mar 31, 26

-15.74K

0.22%

Fermata Advisors, LLC

59.64K

Mar 31, 26

-8.03K

0.20%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

57.58K

Mar 31, 26

+8.11K

0.19%

Bank of New York Mellon Corp

56.14K

Mar 31, 26

-160.74K

0.18%

JB Capital LLC

55.84K

Mar 31, 26

+8.72K

0.18%

FreeGulliver LLC

55.27K

Mar 31, 26

+209

0.18%

Steward Partners Investment Advisory, LLC

53.16K

Mar 31, 26

-9.01K

0.18%

FOUNDERS FINANCIAL SECURITIES LLC

51.43K

Mar 31, 26

+3.92K

0.17%

Shared Vision Wealth Group LLC

47.67K

Mar 31, 26

-11.39K

0.16%

EAGLE GLOBAL ADVISORS LLC

46.03K

Mar 31, 26

-1.00K

0.15%

Vestmark Advisory Solutions, Inc.

44.45K

Mar 31, 26

+926

0.15%

Advisory Services Network, LLC

44.25K

Mar 31, 26

-3.93K

0.15%

Dynasty Wealth Management, LLC

40.59K

Mar 31, 26

-47.47K

0.13%

Rockefeller Capital Management L.P.

40.37K

Mar 31, 26

-7.31K

0.13%

Farther Finance Advisors, LLC

36.73K

Mar 31, 26

-5.69K

0.12%

Geneos Wealth Management Inc.

36.64K

Mar 31, 26

-229.19K

0.12%

Sigma Planning Corp

36.47K

Mar 31, 26

+15.31K

0.12%

Two West Capital Advisors LLC

34.55K

Mar 31, 26

+1.41K

0.11%

Prime Capital Investment Advisors, LLC

32.96K

Mar 31, 26

+713

0.11%

JANE STREET GROUP, LLC

32.54K

Mar 31, 26

-5.28K

0.11%

Janney Montgomery Scott LLC

32.30K

Mar 31, 26

-513.76K

0.11%

ROYAL BANK OF CANADA

31.63K

Mar 31, 26

-492.71K

0.10%

Convergence Financial, LLC

31.57K

Mar 31, 26

+332

0.10%

McGlone Suttner Wealth Management, Inc.

31.42K

Mar 31, 26

-261.18K

0.10%

RFG Advisory, LLC

30.33K

Mar 31, 26

+2.44K

0.10%

SAGESPRING WEALTH PARTNERS, LLC

30.20K

Mar 31, 26

-2.76K

0.10%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

30.07K

Mar 31, 26

+4.06K

0.10%

Wealth Management Associates, Inc.

27.05K

Mar 31, 26

+655

0.09%

Keebeck Wealth Management, LLC

26.96K

Mar 31, 26

-256

0.09%

ShoreHaven Wealth Partners, LLC

26.71K

Mar 31, 26

-3.29K

0.09%

Helium Advisors LLC

26.12K

Mar 31, 26

+26.12K

0.09%

Tidemark, LLC

25.70K

Mar 31, 26

+1.50K

0.08%

Transamerica Financial Advisors, Inc.

25.07K

Mar 31, 26

-14.27K

0.08%

Pensionmark Financial Group, LLC

24.49K

Mar 31, 26

+8.37K

0.08%

NATIONAL BANK OF CANADA /FI/

24.24K

Mar 31, 26

+1.96K

0.08%

CreativeOne Wealth, LLC

23.92K

Mar 31, 26

+465

0.08%

NewEdge Advisors, LLC

23.42K

Mar 31, 26

+1.03K

0.08%

FORTE ASSET MANAGEMENT LLC

23.10K

Mar 31, 26

+1.50K

0.08%

Apollon Wealth Management, LLC

21.55K

Mar 31, 26

+841

0.07%

HB Wealth Management, LLC

21.36K

Mar 31, 26

-700

0.07%

Kestra Advisory Services, LLC

20.48K

Mar 31, 26

+2.82K

0.07%

Icon Wealth Advisors, LLC

20.47K

Mar 31, 26

-3.58K

0.07%

PATTON ALBERTSON MILLER GROUP, LLC

19.34K

Mar 31, 26

-843

0.06%

Steel Peak Wealth Management LLC

17.43K

Mar 31, 26

+1.87K

0.06%

Invst, LLC

15.84K

Mar 31, 26

-76

0.05%

ADE, LLC

15.63K

Mar 31, 26

-1.81K

0.05%

Brinker Capital Investments, LLC

15.11K

Mar 31, 26

-2.58K

0.05%

1620 INVESTMENT ADVISORS, INC.

15.11K

Mar 31, 26

+661

0.05%

GeoWealth Management, LLC

15.07K

Mar 31, 26

+1.15K

0.05%

Sovran Advisors, LLC

14.25K

Mar 31, 26

-27.64K

0.05%

Catalytic Wealth RIA, LLC

13.52K

Mar 31, 26

+1.36K

0.04%

HighTower Advisors, LLC

12.59K

Mar 31, 26

+12.59K

0.04%

Ausdal Financial Partners, Inc.

12.53K

Mar 31, 26

+836

0.04%

Parallel Advisors, LLC

11.75K

Mar 31, 26

-677

0.04%

Riverbend Wealth Management, LLC

11.72K

Mar 31, 26

+1.06K

0.04%

Mutual Advisors, LLC

11.48K

Mar 31, 26

+7.09K

0.04%

Miracle Mile Advisors, LLC

11.33K

Mar 31, 26

-11.46K

0.04%

IHT Wealth Management, LLC

11.10K

Mar 31, 26

+6.01K

0.04%

Centerpoint Advisory Group

10.76K

Mar 31, 26

-2.71K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

10.75K

Mar 31, 26

0.04%

Argyle Capital Partners, LLC

10.55K

Mar 31, 26

+1.32K

0.03%

LOCKERMAN FINANCIAL GROUP, INC.

10.10K

Mar 31, 26

+693

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

9.99K

Mar 31, 26

+9.99K

0.03%

Modern Wealth Management, LLC

9.84K

Mar 31, 26

+9.84K

0.03%

Snowden Capital Advisors LLC

9.76K

Mar 31, 26

+646

0.03%

Sequoia Financial Advisors, LLC

9.57K

Mar 31, 26

+5.09K

0.03%

WEDBUSH SECURITIES INC

9.11K

Mar 31, 26

+1.52K

0.03%

Avantra Family Wealth, Inc.

8.69K

Mar 31, 26

+946

0.03%

Arlington Trust Co LLC

8.23K

Mar 31, 26

0.03%

Inspire Advisors, LLC

8.08K

Mar 31, 26

+8.08K

0.03%

JOURNEY STRATEGIC WEALTH LLC

7.80K

Mar 31, 26

-277

0.03%

Investment Advisory Group, LLC

7.64K

Mar 31, 26

0.03%

Atria Investments, Inc

7.61K

Mar 31, 26

-34.75K

0.03%

Tennessee Valley Asset Management Partners

7.58K

Mar 31, 26

-63.24K

0.02%

West Wealth Group, LLC

7.56K

Mar 31, 26

-71

0.02%

Integrated Wealth Concepts LLC

7.55K

Mar 31, 26

+7.55K

0.02%

FIFTH THIRD BANCORP

7.44K

Mar 31, 26

+7.44K

0.02%

Gateway Wealth Partners, LLC

7.44K

Mar 31, 26

+7.44K

0.02%

Able Wealth Management LLC

7.10K

Mar 31, 26

-8.66K

0.02%

New England Private Wealth Advisors LLC

6.90K

Mar 31, 26

+55

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

6.90K

Mar 31, 26

-1.31K

0.02%

Strategic Blueprint, LLC

6.85K

Mar 31, 26

-237

0.02%

Caitlin John, LLC

5.88K

Mar 31, 26

0.02%

SigFig Wealth Management, LLC

5.58K

Mar 31, 26

+128

0.02%

Colony Group, LLC

5.20K

Mar 31, 26

-2.38K

0.02%

GEM Asset Management, LLC

5.12K

Mar 31, 26

-1.99K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

5.10K

Mar 31, 26

0.02%

Embree Financial Group

4.81K

Mar 31, 26

+4.81K

0.02%

Mariner, LLC

4.76K

Mar 31, 26

-176

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

4.64K

Mar 31, 26

0.02%

Warwick Investment Management, Inc.

4.63K

Mar 31, 26

+214

0.02%

TWIN CITY PRIVATE WEALTH, LLC

4.57K

Mar 31, 26

-612

0.02%

Integrated Advisors Network LLC

4.44K

Mar 31, 26

+4.44K

0.01%

Western Wealth Management, LLC

3.43K

Mar 31, 26

+3.43K

0.01%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

3.00K

Mar 31, 26

-243

0.01%

Destiny Wealth Partners, LLC

2.23K

Mar 31, 26

+2.23K

0.01%

WELLS FARGO & COMPANY/MN

1.81K

Mar 31, 26

-229

0.01%

PRIVATE TRUST CO NA

1.42K

Mar 31, 26

+289

0.00%

Kingdom Financial Group LLC.

1.26K

Mar 31, 26

+1.26K

0.00%

Lloyd Advisory Services, LLC.

1.26K

Mar 31, 26

+1.26K

0.00%

FMR LLC

1.15K

Mar 31, 26

-56

0.00%

AE Wealth Management LLC

961

Mar 31, 26

+85

0.00%

Rossby Financial, LCC

948

Mar 31, 26

+184

0.00%

Strategic Wealth Partners, Ltd.

786

Mar 31, 26

-440

0.00%

CoreCap Advisors, LLC

764

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

725

Mar 31, 26

-1.64K

0.00%

Scarborough Advisors, LLC

592

Mar 31, 26

0.00%

Allworth Financial LP

435

Mar 31, 26

-200

0.00%

Cornerstone Planning Group LLC

319

Mar 31, 26

+316

0.00%

AdvisorNet Financial, Inc

209

Mar 31, 26

0.00%

Capital Analysts, LLC

200

Mar 31, 26

-1.51K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

188

Mar 31, 26

0.00%

REAP Financial Group, LLC

187

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

131

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Mosley Wealth Management

Mar 31, 26

+19

0.00%

Colonial Trust Co / SC

Mar 31, 26

+13

0.00%

US BANCORP \DE\

Mar 31, 26

-919

0.00%

MASECO LLP

Mar 31, 26

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

Cyndeo Wealth Partners, LLC

Mar 31, 26

-16.21K

TD Waterhouse Canada Inc.

Mar 31, 26

-14

Sanctuary Advisors, LLC

Mar 31, 26

-5.10K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-71

Cape Investment Advisory, Inc.

Mar 31, 26

-97

GOLDMAN SACHS GROUP INC

Mar 31, 26

-7.28K

NBC SECURITIES, INC.

Mar 31, 26

-499

IFG Advisory, LLC

Mar 31, 26

-6.82K

Systelligence, LLC

Mar 31, 26

-93.01K

Ancora Advisors, LLC

Mar 31, 26

-44

MA Private Wealth

Mar 31, 26

-21.06K

Fairway Wealth LLC

Mar 31, 26

-110

DecisionMap Wealth Management, LLC

Mar 31, 26

-6.28K

JT Stratford LLC

Mar 31, 26

-17.62K

SWMG, LLC

Mar 31, 26

-35.78K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-7.51K

Diversify Advisory Services, LLC

Mar 31, 26

-118.34K

Commonwealth Retirement Investments LLC

Mar 31, 26

-1.69K

Triad Wealth Partners, LLC

Mar 31, 26

-6.11K

Raleigh Capital Management Inc.

Mar 31, 26

-390

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-12.68K

Sharkey, Howes & Javer

Mar 31, 26

-10.97K

SYM FINANCIAL Corp

Mar 31, 26

-112

Traveka Wealth, LLC

Mar 31, 26

-47.73K

Aptus Capital Advisors, LLC

Mar 31, 26

-188

PEAPACK GLADSTONE FINANCIAL CORP

Mar 31, 26

-88.08K

Ascent Group, LLC

Mar 31, 26

-52.39K

Paradigm Financial Partners, LLC

Mar 31, 26

-72.79K

Vertex Planning Partners, LLC

Mar 31, 26

-16.02K

ORG Partners LLC

72.96K

Dec 31, 25

-137

0.24%

High Falls Advisors, Inc

11.24K

Dec 31, 25

+775

0.04%

COMERICA BANK

6.66K

Dec 31, 25

+453

0.02%

Global Retirement Partners, LLC

2.22K

Dec 31, 25

+485

0.01%

SageView Advisory Group, LLC

620

Dec 31, 25

+620

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.34K

Lion Street Advisors, LLC

18.69K

Sep 30, 25

+3.69K

0.06%

Certus Wealth Management, LLC

6.20K

Sep 30, 25

+198

0.02%

Abich Financial Wealth Management LLC

309

Sep 30, 25

+309

0.00%

DOHJ, LLC

23.45K

Jun 30, 25

-59.83K

0.08%

Atria Wealth Solutions, Inc.

10.84K

Jun 30, 25

+10.84K

0.04%

First Horizon Advisors, Inc.

9.86K

Jun 30, 25

+2.72K

0.03%

AVANTAX ADVISORY SERVICES, INC.

6.68K

Jun 30, 25

+1.39K

0.02%

Spectrum Wealth Counsel, LLC

7.25K

Mar 31, 25

+1.48K

0.02%

Buffington Mohr McNeal

5.88K

Mar 31, 25

-30.63K

0.02%

Executive Wealth Management, LLC

5.12K

Dec 31, 24

0.02%

WR Wealth Planners, LLC

753

Dec 31, 24

-758

0.00%

Raymond James Financial Services Advisors, Inc.

89.64K

Sep 30, 24

+44.33K

0.30%

Alera Investment Advisors, LLC

71.25K

Sep 30, 24

+708

0.23%

RAYMOND JAMES & ASSOCIATES

53.65K

Sep 30, 24

+30.31K

0.18%

FinTrust Capital Advisors, LLC

974

Sep 30, 24

-356

0.00%

BlackRock Inc.

1.42M

Jun 30, 24

+1.40M

4.68%

Vantage Financial Partners Ltd., Inc.

111.75K

Jun 30, 24

+111.75K

0.37%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.29K

Cetera Advisor Networks LLC

48.77K

Mar 31, 24

+29.35K

0.16%

Cetera Advisors LLC

34.48K

Mar 31, 24

+18.18K

0.11%

Paragon Wealth Strategies, LLC

262.87K

Dec 31, 23

+1.42K

0.87%

KCS Wealth Advisory

8.39K

Sep 30, 23

-1.59K

0.03%

ACG Wealth

18.44K

Sep 30, 22

+18.44K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.07K

Dec 31, 19

-2.67K

0.03%

Advisor Group, Inc.

1.92K

Dec 31, 19

-360

0.01%