iShares Investment Grade Systematic Bond ETF(IGEB)

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iShares Investment Grade Systematic Bond ETF(IGEB)

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IGEB(IGEB)

IGEB

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Institutional Ownership

Top 238 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	3.94M	Jun 30, 26	+798.63K	12.81%
LPL Financial LLC	2.71M	Jun 30, 26	+533.85K	8.82%
State of New Jersey Common Pension Fund D	1.92M	Jun 30, 26	--	6.25%
BANK OF AMERICA CORP /DE/	1.78M	Jun 30, 26	+586.15K	5.77%
Betterment LLC	1.49M	Jun 30, 26	-41.03K	4.84%
Fundamentum, LLC	1.22M	Jun 30, 26	+45.21K	3.98%
MORGAN STANLEY	1.18M	Jun 30, 26	+102.97K	3.83%
Hennion & Walsh Asset Management, Inc.	861.24K	Jun 30, 26	+78.28K	2.80%
Equitable Holdings, Inc.	854.12K	Jun 30, 26	+124.17K	2.78%
BlackRock, Inc.	743.16K	Jun 30, 26	+7.43K	2.42%
Cetera Investment Advisers	674.76K	Jun 30, 26	+187.83K	2.19%
MML INVESTORS SERVICES, LLC	645.10K	Jun 30, 26	+87.84K	2.10%
Resources Investment Advisors, LLC.	640.96K	Jun 30, 26	+50.38K	2.08%
WALLER FINANCIAL PLANNING GROUP, INC	624.29K	Jun 30, 26	+11.92K	2.03%
Merit Financial Group, LLC	620.17K	Jun 30, 26	+94.52K	2.02%
Ameliora Wealth Management Ltd.	429.86K	Jun 30, 26	+5.24K	1.40%
UBS Group AG	429.77K	Jun 30, 26	+33.65K	1.40%
Cambridge Investment Research Advisors, Inc.	428.10K	Jun 30, 26	+13.83K	1.39%
DORVAL Corp	408.50K	Jun 30, 26	+9.35K	1.33%
AMERIPRISE FINANCIAL INC	395.70K	Jun 30, 26	-268.74K	1.29%
Envestnet Portfolio Solutions, Inc.	352.91K	Jun 30, 26	+108.91K	1.15%
Heck Capital Advisors, LLC	269.35K	Jun 30, 26	+269.35K	0.88%
COMMONWEALTH EQUITY SERVICES, LLC	259.33K	Jun 30, 26	+67.52K	0.84%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	258.00K	Jun 30, 26	-7.02K	0.84%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	255.72K	Jun 30, 26	-72.10K	0.83%
Kelly Financial Services LLC	253.41K	Jun 30, 26	+163.07K	0.82%
JPMORGAN CHASE & CO	241.12K	Jun 30, 26	+15.05K	0.78%
BlueStem Wealth Partners, LLC	227.00K	Jun 30, 26	-43.99K	0.74%
ASSETMARK, INC	209.12K	Jun 30, 26	+44.95K	0.68%
STIFEL FINANCIAL CORP	167.47K	Jun 30, 26	+4.20K	0.54%
EXCHANGE TRADED CONCEPTS, LLC	166.58K	Jun 30, 26	-8.46K	0.54%
Systelligence, LLC	158.59K	Jun 30, 26	+158.59K	0.52%
NorthRock Partners, LLC	153.63K	Jun 30, 26	-21.58K	0.50%
Diversify Advisory Services, LLC	153.62K	Jun 30, 26	+153.62K	0.50%
DIVERSIFY WEALTH MANAGEMENT, LLC	153.62K	Jun 30, 26	+28.07K	0.50%
Breakwater Capital Group	135.82K	Jun 30, 26	-41.17K	0.44%
Private Advisor Group, LLC	133.94K	Jun 30, 26	-207.56K	0.44%
PARK AVENUE SECURITIES LLC	116.09K	Jun 30, 26	-17.18K	0.38%
HARBOUR INVESTMENTS, INC.	115.24K	Jun 30, 26	-340	0.37%
Hoese & Co LLP	109.65K	Jun 30, 26	+824	0.36%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	104.55K	Jun 30, 26	+101.55K	0.34%
ADVISOR GROUP HOLDINGS, INC.	92.27K	Jun 30, 26	+24.96K	0.30%
Keystone Wealth Services, LLC	91.38K	Jun 30, 26	+4.77K	0.30%
Accel Wealth Management	88.01K	Jun 30, 26	-1.15K	0.29%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	84.78K	Jun 30, 26	+27.20K	0.28%
Lunt Capital Management, Inc.	82.06K	Jun 30, 26	+4.19K	0.27%
JB Capital LLC	78.51K	Jun 30, 26	+22.67K	0.26%
JANE STREET GROUP, LLC	73.46K	Jun 30, 26	+40.92K	0.24%
Paradigm Financial Partners, LLC	70.18K	Jun 30, 26	+70.18K	0.23%
Altus Wealth Management, LLC	69.17K	Jun 30, 26	-776	0.22%
Rockefeller Capital Management L.P.	64.15K	Jun 30, 26	+23.78K	0.21%
LARCH CAPITAL PARTNERS LLC	63.72K	Jun 30, 26	--	0.21%
Convergence Financial, LLC	60.77K	Jun 30, 26	+29.19K	0.20%
RAYMOND JAMES FINANCIAL INC	58.23K	Jun 30, 26	-14.72K	0.19%
FOUNDERS FINANCIAL SECURITIES LLC	53.37K	Jun 30, 26	+1.93K	0.17%
FreeGulliver LLC	51.78K	Jun 30, 26	-3.49K	0.17%
Steward Partners Investment Advisory, LLC	46.50K	Jun 30, 26	-6.66K	0.15%
Shared Vision Wealth Group LLC	46.22K	Jun 30, 26	-1.45K	0.15%
EAGLE GLOBAL ADVISORS LLC	45.23K	Jun 30, 26	-805	0.15%
Fermata Advisors, LLC	45.09K	Jun 30, 26	-14.55K	0.15%
Vestmark Advisory Solutions, Inc.	44.45K	Jun 30, 26	--	0.14%
Advisory Services Network, LLC	43.50K	Jun 30, 26	-757	0.14%
Dynasty Wealth Management, LLC	42.43K	Jun 30, 26	+1.83K	0.14%
Farther Finance Advisors, LLC	41.07K	Jun 30, 26	+4.34K	0.13%
Geneos Wealth Management Inc.	36.99K	Jun 30, 26	+357	0.12%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	36.63K	Jun 30, 26	+6.57K	0.12%
Sigma Planning Corp	36.28K	Jun 30, 26	-187	0.12%
RFG Advisory, LLC	34.29K	Jun 30, 26	+3.96K	0.11%
Daybright Advisory Services, Inc.	33.56K	Jun 30, 26	-50.09K	0.11%
Prime Capital Investment Advisors, LLC	33.17K	Jun 30, 26	+215	0.11%
SAGESPRING WEALTH PARTNERS, LLC	31.02K	Jun 30, 26	+817	0.10%
ROYAL BANK OF CANADA	29.61K	Jun 30, 26	-2.03K	0.10%
Modern Wealth Management, LLC	29.13K	Jun 30, 26	+19.29K	0.09%
Keebeck Wealth Management, LLC	29.04K	Jun 30, 26	+2.07K	0.09%
Advyzon Investment Management, LLC	28.68K	Jun 30, 26	+28.68K	0.09%
Two West Capital Advisors LLC	28.24K	Jun 30, 26	-6.32K	0.09%
ShoreHaven Wealth Partners, LLC	27.41K	Jun 30, 26	+703	0.09%
CreativeOne Wealth, LLC	27.33K	Jun 30, 26	+3.41K	0.09%
Wealth Management Associates, Inc.	27.06K	Jun 30, 26	+15	0.09%
Transamerica Financial Advisors, Inc.	26.72K	Jun 30, 26	+1.65K	0.09%
FORTE ASSET MANAGEMENT LLC	24.44K	Jun 30, 26	+1.34K	0.08%
NewEdge Advisors, LLC	24.20K	Jun 30, 26	+784	0.08%
IFP Advisors, Inc	23.19K	Jun 30, 26	-58.08K	0.08%
Paller Financial Services Inc	22.25K	Jun 30, 26	+780	0.07%
Pensionmark Financial Group, LLC	22.23K	Jun 30, 26	-2.26K	0.07%
NATIONAL BANK OF CANADA /FI/	21.07K	Jun 30, 26	-3.17K	0.07%
Invst, LLC	20.57K	Jun 30, 26	+4.73K	0.07%
Tidemark, LLC	20.54K	Jun 30, 26	-5.16K	0.07%
Mutual Advisors, LLC	20.25K	Jun 30, 26	+8.78K	0.07%
Brinker Capital Investments, LLC	19.99K	Jun 30, 26	+4.87K	0.06%
Cadia Private Client LLC	18.88K	Jun 30, 26	+133	0.06%
Apollon Wealth Management, LLC	17.95K	Jun 30, 26	-3.60K	0.06%
HB Wealth Management, LLC	17.86K	Jun 30, 26	-3.50K	0.06%
Ausdal Financial Partners, Inc.	17.02K	Jun 30, 26	+4.49K	0.06%
Icon Wealth Advisors, LLC	16.89K	Jun 30, 26	-3.58K	0.05%
Madson Wealth Advisors Inc	14.86K	Jun 30, 26	+203	0.05%
LOCKERMAN FINANCIAL GROUP, INC.	14.85K	Jun 30, 26	+4.75K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	14.80K	Jun 30, 26	+7.91K	0.05%
Kestra Advisory Services, LLC	14.79K	Jun 30, 26	-5.69K	0.05%
HighTower Advisors, LLC	14.43K	Jun 30, 26	+1.84K	0.05%
EFG International AG	13.21K	Jun 30, 26	-50.11K	0.04%
McGlone Suttner Wealth Management, Inc.	13.01K	Jun 30, 26	-18.41K	0.04%
1620 INVESTMENT ADVISORS, INC.	12.79K	Jun 30, 26	-2.32K	0.04%
GeoWealth Management, LLC	12.25K	Jun 30, 26	-2.82K	0.04%
OpenArc Corporate Advisory, LLC	12.18K	Jun 30, 26	+1.71K	0.04%
CPA Asset Management LLC	12.16K	Jun 30, 26	-116.00K	0.04%
Riverbend Wealth Management, LLC	12.06K	Jun 30, 26	+333	0.04%
Parallel Advisors, LLC	11.65K	Jun 30, 26	-103	0.04%
StoneX Group Inc.	11.52K	Jun 30, 26	+11.52K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	11.23K	Jun 30, 26	+474	0.04%
Avantra Family Wealth, Inc.	11.19K	Jun 30, 26	+2.50K	0.04%
ADE, LLC	10.72K	Jun 30, 26	-4.91K	0.03%
Argyle Capital Partners, LLC	10.65K	Jun 30, 26	+95	0.03%
Catalytic Wealth RIA, LLC	10.49K	Jun 30, 26	-3.02K	0.03%
Miracle Mile Advisors, LLC	10.18K	Jun 30, 26	-1.15K	0.03%
IHT Wealth Management, LLC	10.08K	Jun 30, 26	-1.02K	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	9.99K	Jun 30, 26	--	0.03%
Integrated Wealth Concepts LLC	9.89K	Jun 30, 26	+2.34K	0.03%
Strategic Blueprint, LLC	9.75K	Jun 30, 26	+2.90K	0.03%
Sequoia Financial Advisors, LLC	9.68K	Jun 30, 26	+113	0.03%
Mariner, LLC	9.35K	Jun 30, 26	+4.59K	0.03%
IFG Advisory, LLC	8.98K	Jun 30, 26	+8.98K	0.03%
Quantinno Capital Management LP	8.73K	Jun 30, 26	+8.73K	0.03%
Gateway Wealth Partners, LLC	8.57K	Jun 30, 26	+1.14K	0.03%
PATTON ALBERTSON MILLER GROUP, LLC	8.43K	Jun 30, 26	-10.92K	0.03%
Arlington Trust Co LLC	8.23K	Jun 30, 26	--	0.03%
Integrated Advisors Network LLC	8.20K	Jun 30, 26	+3.75K	0.03%
FIFTH THIRD BANCORP	8.11K	Jun 30, 26	+669	0.03%
Atria Investments, Inc	7.99K	Jun 30, 26	+375	0.03%
Vision Retirement, LLC	7.89K	Jun 30, 26	+474	0.03%
Centerpoint Advisory Group	7.82K	Jun 30, 26	-2.94K	0.03%
West Wealth Group, LLC	7.82K	Jun 30, 26	+255	0.03%
REICON WEALTH ADVISORS, LLC	7.77K	Jun 30, 26	+2.40K	0.03%
Janney Montgomery Scott LLC	7.75K	Jun 30, 26	-24.54K	0.03%
Town Capital LLC	7.68K	Jun 30, 26	+7.68K	0.02%
Investment Advisory Group, LLC	7.64K	Jun 30, 26	--	0.02%
Summit Financial, LLC	7.63K	Jun 30, 26	+7.63K	0.02%
Global Retirement Partners, LLC	7.51K	Jun 30, 26	+7.51K	0.02%
FMR LLC	7.48K	Jun 30, 26	+6.33K	0.02%
Allworth Financial LP	7.37K	Jun 30, 26	+6.94K	0.02%
Steel Peak Wealth Management LLC	7.32K	Jun 30, 26	-10.11K	0.02%
Colony Group, LLC	7.17K	Jun 30, 26	+1.97K	0.02%
New England Private Wealth Advisors LLC	7.02K	Jun 30, 26	+118	0.02%
Sovran Advisors, LLC	6.74K	Jun 30, 26	-7.50K	0.02%
Inspire Advisors, LLC	6.68K	Jun 30, 26	-1.40K	0.02%
Stronghold Wealth Management L.L.C.	6.68K	Jun 30, 26	+173	0.02%
CI Private Wealth, LLC	6.57K	Jun 30, 26	+6.57K	0.02%
Embree Financial Group	5.99K	Jun 30, 26	+1.18K	0.02%
Everest Financial Group LLC	5.98K	Jun 30, 26	-589	0.02%
Kraft, Davis & Associates, LLC	5.97K	Jun 30, 26	+5.97K	0.02%
SigFig Wealth Management, LLC	5.92K	Jun 30, 26	+340	0.02%
Caitlin John, LLC	5.88K	Jun 30, 26	--	0.02%
EP Wealth Advisors, LLC	5.77K	Jun 30, 26	+5.77K	0.02%
Helium Advisors LLC	5.50K	Jun 30, 26	-20.62K	0.02%
Vertex Planning Partners, LLC	5.42K	Jun 30, 26	+5.42K	0.02%
GEM Asset Management, LLC	5.15K	Jun 30, 26	+29	0.02%
Tennessee Valley Asset Management Partners	5.11K	Jun 30, 26	-2.47K	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	5.10K	Jun 30, 26	--	0.02%
MERCER GLOBAL ADVISORS INC /ADV	5.06K	Jun 30, 26	+5.06K	0.02%
Barnes Wealth Management Group, Inc	4.78K	Jun 30, 26	+4.78K	0.02%
Sanctuary Advisors, LLC	4.77K	Jun 30, 26	+4.77K	0.02%
Oregon Pacific Wealth Management, LLC	4.75K	Jun 30, 26	+4.75K	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	4.55K	Jun 30, 26	-90	0.01%
Snowden Capital Advisors LLC	4.52K	Jun 30, 26	-5.24K	0.01%
TWIN CITY PRIVATE WEALTH, LLC	4.46K	Jun 30, 26	-111	0.01%
AE Wealth Management LLC	1.76K	Jun 30, 26	+803	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.64K	Jun 30, 26	+1.64K	0.01%
PRIVATE TRUST CO NA	1.44K	Jun 30, 26	+23	0.00%
Kingdom Financial Group LLC.	1.28K	Jun 30, 26	+17	0.00%
Rossby Financial, LCC	1.17K	Jun 30, 26	+218	0.00%
Strategic Wealth Partners, Ltd.	786	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	764	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	725	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	482	Jun 30, 26	+482	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	424	Jun 30, 26	+424	0.00%
FIDUCIARY FINANCIAL ADVISORS	302	Jun 30, 26	+302	0.00%
WELLS FARGO & COMPANY/MN	212	Jun 30, 26	-1.60K	0.00%
Capital Analysts, LLC	200	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	188	Jun 30, 26	--	0.00%
REAP Financial Group, LLC	187	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	147	Jun 30, 26	+147	0.00%
Capital Investment Advisory Services, LLC	132	Jun 30, 26	+1	0.00%
Cornerstone Planning Group LLC	109	Jun 30, 26	-210	0.00%
Cape Investment Advisory, Inc.	97	Jun 30, 26	+97	0.00%
Continuum Advisory, LLC	80	Jun 30, 26	+80	0.00%
Signature Equity Partners, LLC	71	Jun 30, 26	-992	0.00%
SYM FINANCIAL Corp	68	Jun 30, 26	+68	0.00%
Meramec Financial Planners, LLC	43	Jun 30, 26	+43	0.00%
MASECO LLP	6	Jun 30, 26	--	0.00%
US BANCORP \DE\	6	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2	Jun 30, 26	--	0.00%
Warwick Investment Management, Inc.	--	Jun 30, 26	-4.63K	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Jun 30, 26	-71.20K	--
Bank of New York Mellon Corp	--	Jun 30, 26	-56.14K	--
Western Wealth Management, LLC	--	Jun 30, 26	-3.43K	--
Colonial Trust Co / SC	--	Jun 30, 26	-13	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-131.01K	--
Able Wealth Management LLC	--	Jun 30, 26	-7.10K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-120.94K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-592	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-1.26K	--
WEDBUSH SECURITIES INC	--	Jun 30, 26	-9.11K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-209	--
Mosley Wealth Management	--	Jun 30, 26	-19	--
CITIGROUP INC	--	Jun 30, 26	-5	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-2.23K	--
CWM, LLC	791.34K	Mar 31, 26	+1.21K	2.57%
JOURNEY STRATEGIC WEALTH LLC	7.80K	Mar 31, 26	-277	0.03%
Sunbelt Securities, Inc.	63	Mar 31, 26	+1	0.00%
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%
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	0.29%
Alera Investment Advisors, LLC	71.25K	Sep 30, 24	+708	0.23%
RAYMOND JAMES & ASSOCIATES	53.65K	Sep 30, 24	+30.31K	0.17%
FinTrust Capital Advisors, LLC	974	Sep 30, 24	-356	0.00%
BlackRock Inc.	1.42M	Jun 30, 24	+1.40M	4.62%
Vantage Financial Partners Ltd., Inc.	111.75K	Jun 30, 24	+111.75K	0.36%
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	0.85%
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

3.94M

Jun 30, 26

+798.63K

12.81%

LPL Financial LLC

2.71M

Jun 30, 26

+533.85K

8.82%

State of New Jersey Common Pension Fund D

1.92M

Jun 30, 26

6.25%

BANK OF AMERICA CORP /DE/

1.78M

Jun 30, 26

+586.15K

5.77%

Betterment LLC

1.49M

Jun 30, 26

-41.03K

4.84%

Fundamentum, LLC

1.22M

Jun 30, 26

+45.21K

3.98%

MORGAN STANLEY

1.18M

Jun 30, 26

+102.97K

3.83%

Hennion & Walsh Asset Management, Inc.

861.24K

Jun 30, 26

+78.28K

2.80%

Equitable Holdings, Inc.

854.12K

Jun 30, 26

+124.17K

2.78%

BlackRock, Inc.

743.16K

Jun 30, 26

+7.43K

2.42%

Cetera Investment Advisers

674.76K

Jun 30, 26

+187.83K

2.19%

MML INVESTORS SERVICES, LLC

645.10K

Jun 30, 26

+87.84K

2.10%

Resources Investment Advisors, LLC.

640.96K

Jun 30, 26

+50.38K

2.08%

WALLER FINANCIAL PLANNING GROUP, INC

624.29K

Jun 30, 26

+11.92K

2.03%

Merit Financial Group, LLC

620.17K

Jun 30, 26

+94.52K

2.02%

Ameliora Wealth Management Ltd.

429.86K

Jun 30, 26

+5.24K

1.40%

UBS Group AG

429.77K

Jun 30, 26

+33.65K

1.40%

Cambridge Investment Research Advisors, Inc.

428.10K

Jun 30, 26

+13.83K

1.39%

DORVAL Corp

408.50K

Jun 30, 26

+9.35K

1.33%

AMERIPRISE FINANCIAL INC

395.70K

Jun 30, 26

-268.74K

1.29%

Envestnet Portfolio Solutions, Inc.

352.91K

Jun 30, 26

+108.91K

1.15%

Heck Capital Advisors, LLC

269.35K

Jun 30, 26

+269.35K

0.88%

COMMONWEALTH EQUITY SERVICES, LLC

259.33K

Jun 30, 26

+67.52K

0.84%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

258.00K

Jun 30, 26

-7.02K

0.84%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

255.72K

Jun 30, 26

-72.10K

0.83%

Kelly Financial Services LLC

253.41K

Jun 30, 26

+163.07K

0.82%

JPMORGAN CHASE & CO

241.12K

Jun 30, 26

+15.05K

0.78%

BlueStem Wealth Partners, LLC

227.00K

Jun 30, 26

-43.99K

0.74%

ASSETMARK, INC

209.12K

Jun 30, 26

+44.95K

0.68%

STIFEL FINANCIAL CORP

167.47K

Jun 30, 26

+4.20K

0.54%

EXCHANGE TRADED CONCEPTS, LLC

166.58K

Jun 30, 26

-8.46K

0.54%

Systelligence, LLC

158.59K

Jun 30, 26

+158.59K

0.52%

NorthRock Partners, LLC

153.63K

Jun 30, 26

-21.58K

0.50%

Diversify Advisory Services, LLC

153.62K

Jun 30, 26

+153.62K

0.50%

DIVERSIFY WEALTH MANAGEMENT, LLC

153.62K

Jun 30, 26

+28.07K

0.50%

Breakwater Capital Group

135.82K

Jun 30, 26

-41.17K

0.44%

Private Advisor Group, LLC

133.94K

Jun 30, 26

-207.56K

0.44%

PARK AVENUE SECURITIES LLC

116.09K

Jun 30, 26

-17.18K

0.38%

HARBOUR INVESTMENTS, INC.

115.24K

Jun 30, 26

-340

0.37%

Hoese & Co LLP

109.65K

Jun 30, 26

+824

0.36%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

104.55K

Jun 30, 26

+101.55K

0.34%

ADVISOR GROUP HOLDINGS, INC.

92.27K

Jun 30, 26

+24.96K

0.30%

Keystone Wealth Services, LLC

91.38K

Jun 30, 26

+4.77K

0.30%

Accel Wealth Management

88.01K

Jun 30, 26

-1.15K

0.29%

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

84.78K

Jun 30, 26

+27.20K

0.28%

Lunt Capital Management, Inc.

82.06K

Jun 30, 26

+4.19K

0.27%

JB Capital LLC

78.51K

Jun 30, 26

+22.67K

0.26%

JANE STREET GROUP, LLC

73.46K

Jun 30, 26

+40.92K

0.24%

Paradigm Financial Partners, LLC

70.18K

Jun 30, 26

+70.18K

0.23%

Altus Wealth Management, LLC

69.17K

Jun 30, 26

-776

0.22%

Rockefeller Capital Management L.P.

64.15K

Jun 30, 26

+23.78K

0.21%

LARCH CAPITAL PARTNERS LLC

63.72K

Jun 30, 26

0.21%

Convergence Financial, LLC

60.77K

Jun 30, 26

+29.19K

0.20%

RAYMOND JAMES FINANCIAL INC

58.23K

Jun 30, 26

-14.72K

0.19%

FOUNDERS FINANCIAL SECURITIES LLC

53.37K

Jun 30, 26

+1.93K

0.17%

FreeGulliver LLC

51.78K

Jun 30, 26

-3.49K

0.17%

Steward Partners Investment Advisory, LLC

46.50K

Jun 30, 26

-6.66K

0.15%

Shared Vision Wealth Group LLC

46.22K

Jun 30, 26

-1.45K

0.15%

EAGLE GLOBAL ADVISORS LLC

45.23K

Jun 30, 26

-805

0.15%

Fermata Advisors, LLC

45.09K

Jun 30, 26

-14.55K

0.15%

Vestmark Advisory Solutions, Inc.

44.45K

Jun 30, 26

0.14%

Advisory Services Network, LLC

43.50K

Jun 30, 26

-757

0.14%

Dynasty Wealth Management, LLC

42.43K

Jun 30, 26

+1.83K

0.14%

Farther Finance Advisors, LLC

41.07K

Jun 30, 26

+4.34K

0.13%

Geneos Wealth Management Inc.

36.99K

Jun 30, 26

+357

0.12%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

36.63K

Jun 30, 26

+6.57K

0.12%

Sigma Planning Corp

36.28K

Jun 30, 26

-187

0.12%

RFG Advisory, LLC

34.29K

Jun 30, 26

+3.96K

0.11%

Daybright Advisory Services, Inc.

33.56K

Jun 30, 26

-50.09K

0.11%

Prime Capital Investment Advisors, LLC

33.17K

Jun 30, 26

+215

0.11%

SAGESPRING WEALTH PARTNERS, LLC

31.02K

Jun 30, 26

+817

0.10%

ROYAL BANK OF CANADA

29.61K

Jun 30, 26

-2.03K

0.10%

Modern Wealth Management, LLC

29.13K

Jun 30, 26

+19.29K

0.09%

Keebeck Wealth Management, LLC

29.04K

Jun 30, 26

+2.07K

0.09%

Advyzon Investment Management, LLC

28.68K

Jun 30, 26

+28.68K

0.09%

Two West Capital Advisors LLC

28.24K

Jun 30, 26

-6.32K

0.09%

ShoreHaven Wealth Partners, LLC

27.41K

Jun 30, 26

+703

0.09%

CreativeOne Wealth, LLC

27.33K

Jun 30, 26

+3.41K

0.09%

Wealth Management Associates, Inc.

27.06K

Jun 30, 26

+15

0.09%

Transamerica Financial Advisors, Inc.

26.72K

Jun 30, 26

+1.65K

0.09%

FORTE ASSET MANAGEMENT LLC

24.44K

Jun 30, 26

+1.34K

0.08%

NewEdge Advisors, LLC

24.20K

Jun 30, 26

+784

0.08%

IFP Advisors, Inc

23.19K

Jun 30, 26

-58.08K

0.08%

Paller Financial Services Inc

22.25K

Jun 30, 26

+780

0.07%

Pensionmark Financial Group, LLC

22.23K

Jun 30, 26

-2.26K

0.07%

NATIONAL BANK OF CANADA /FI/

21.07K

Jun 30, 26

-3.17K

0.07%

Invst, LLC

20.57K

Jun 30, 26

+4.73K

0.07%

Tidemark, LLC

20.54K

Jun 30, 26

-5.16K

0.07%

Mutual Advisors, LLC

20.25K

Jun 30, 26

+8.78K

0.07%

Brinker Capital Investments, LLC

19.99K

Jun 30, 26

+4.87K

0.06%

Cadia Private Client LLC

18.88K

Jun 30, 26

+133

0.06%

Apollon Wealth Management, LLC

17.95K

Jun 30, 26

-3.60K

0.06%

HB Wealth Management, LLC

17.86K

Jun 30, 26

-3.50K

0.06%

Ausdal Financial Partners, Inc.

17.02K

Jun 30, 26

+4.49K

0.06%

Icon Wealth Advisors, LLC

16.89K

Jun 30, 26

-3.58K

0.05%

Madson Wealth Advisors Inc

14.86K

Jun 30, 26

+203

0.05%

LOCKERMAN FINANCIAL GROUP, INC.

14.85K

Jun 30, 26

+4.75K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

14.80K

Jun 30, 26

+7.91K

0.05%

Kestra Advisory Services, LLC

14.79K

Jun 30, 26

-5.69K

0.05%

HighTower Advisors, LLC

14.43K

Jun 30, 26

+1.84K

0.05%

EFG International AG

13.21K

Jun 30, 26

-50.11K

0.04%

McGlone Suttner Wealth Management, Inc.

13.01K

Jun 30, 26

-18.41K

0.04%

1620 INVESTMENT ADVISORS, INC.

12.79K

Jun 30, 26

-2.32K

0.04%

GeoWealth Management, LLC

12.25K

Jun 30, 26

-2.82K

0.04%

OpenArc Corporate Advisory, LLC

12.18K

Jun 30, 26

+1.71K

0.04%

CPA Asset Management LLC

12.16K

Jun 30, 26

-116.00K

0.04%

Riverbend Wealth Management, LLC

12.06K

Jun 30, 26

+333

0.04%

Parallel Advisors, LLC

11.65K

Jun 30, 26

-103

0.04%

StoneX Group Inc.

11.52K

Jun 30, 26

+11.52K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

11.23K

Jun 30, 26

+474

0.04%

Avantra Family Wealth, Inc.

11.19K

Jun 30, 26

+2.50K

0.04%

ADE, LLC

10.72K

Jun 30, 26

-4.91K

0.03%

Argyle Capital Partners, LLC

10.65K

Jun 30, 26

+95

0.03%

Catalytic Wealth RIA, LLC

10.49K

Jun 30, 26

-3.02K

0.03%

Miracle Mile Advisors, LLC

10.18K

Jun 30, 26

-1.15K

0.03%

IHT Wealth Management, LLC

10.08K

Jun 30, 26

-1.02K

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

9.99K

Jun 30, 26

0.03%

Integrated Wealth Concepts LLC

9.89K

Jun 30, 26

+2.34K

0.03%

Strategic Blueprint, LLC

9.75K

Jun 30, 26

+2.90K

0.03%

Sequoia Financial Advisors, LLC

9.68K

Jun 30, 26

+113

0.03%

Mariner, LLC

9.35K

Jun 30, 26

+4.59K

0.03%

IFG Advisory, LLC

8.98K

Jun 30, 26

+8.98K

0.03%

Quantinno Capital Management LP

8.73K

Jun 30, 26

+8.73K

0.03%

Gateway Wealth Partners, LLC

8.57K

Jun 30, 26

+1.14K

0.03%

PATTON ALBERTSON MILLER GROUP, LLC

8.43K

Jun 30, 26

-10.92K

0.03%

Arlington Trust Co LLC

8.23K

Jun 30, 26

0.03%

Integrated Advisors Network LLC

8.20K

Jun 30, 26

+3.75K

0.03%

FIFTH THIRD BANCORP

8.11K

Jun 30, 26

+669

0.03%

Atria Investments, Inc

7.99K

Jun 30, 26

+375

0.03%

Vision Retirement, LLC

7.89K

Jun 30, 26

+474

0.03%

Centerpoint Advisory Group

7.82K

Jun 30, 26

-2.94K

0.03%

West Wealth Group, LLC

7.82K

Jun 30, 26

+255

0.03%

REICON WEALTH ADVISORS, LLC

7.77K

Jun 30, 26

+2.40K

0.03%

Janney Montgomery Scott LLC

7.75K

Jun 30, 26

-24.54K

0.03%

Town Capital LLC

7.68K

Jun 30, 26

+7.68K

0.02%

Investment Advisory Group, LLC

7.64K

Jun 30, 26

0.02%

Summit Financial, LLC

7.63K

Jun 30, 26

+7.63K

0.02%

Global Retirement Partners, LLC

7.51K

Jun 30, 26

+7.51K

0.02%

FMR LLC

7.48K

Jun 30, 26

+6.33K

0.02%

Allworth Financial LP

7.37K

Jun 30, 26

+6.94K

0.02%

Steel Peak Wealth Management LLC

7.32K

Jun 30, 26

-10.11K

0.02%

Colony Group, LLC

7.17K

Jun 30, 26

+1.97K

0.02%

New England Private Wealth Advisors LLC

7.02K

Jun 30, 26

+118

0.02%

Sovran Advisors, LLC

6.74K

Jun 30, 26

-7.50K

0.02%

Inspire Advisors, LLC

6.68K

Jun 30, 26

-1.40K

0.02%

Stronghold Wealth Management L.L.C.

6.68K

Jun 30, 26

+173

0.02%

CI Private Wealth, LLC

6.57K

Jun 30, 26

+6.57K

0.02%

Embree Financial Group

5.99K

Jun 30, 26

+1.18K

0.02%

Everest Financial Group LLC

5.98K

Jun 30, 26

-589

0.02%

Kraft, Davis & Associates, LLC

5.97K

Jun 30, 26

+5.97K

0.02%

SigFig Wealth Management, LLC

5.92K

Jun 30, 26

+340

0.02%

Caitlin John, LLC

5.88K

Jun 30, 26

0.02%

EP Wealth Advisors, LLC

5.77K

Jun 30, 26

+5.77K

0.02%

Helium Advisors LLC

5.50K

Jun 30, 26

-20.62K

0.02%

Vertex Planning Partners, LLC

5.42K

Jun 30, 26

+5.42K

0.02%

GEM Asset Management, LLC

5.15K

Jun 30, 26

+29

0.02%

Tennessee Valley Asset Management Partners

5.11K

Jun 30, 26

-2.47K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

5.10K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

5.06K

Jun 30, 26

+5.06K

0.02%

Barnes Wealth Management Group, Inc

4.78K

Jun 30, 26

+4.78K

0.02%

Sanctuary Advisors, LLC

4.77K

Jun 30, 26

+4.77K

0.02%

Oregon Pacific Wealth Management, LLC

4.75K

Jun 30, 26

+4.75K

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

4.55K

Jun 30, 26

-90

0.01%

Snowden Capital Advisors LLC

4.52K

Jun 30, 26

-5.24K

0.01%

TWIN CITY PRIVATE WEALTH, LLC

4.46K

Jun 30, 26

-111

0.01%

AE Wealth Management LLC

1.76K

Jun 30, 26

+803

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.64K

Jun 30, 26

+1.64K

0.01%

PRIVATE TRUST CO NA

1.44K

Jun 30, 26

+23

0.00%

Kingdom Financial Group LLC.

1.28K

Jun 30, 26

+17

0.00%

Rossby Financial, LCC

1.17K

Jun 30, 26

+218

0.00%

Strategic Wealth Partners, Ltd.

786

Jun 30, 26

0.00%

CoreCap Advisors, LLC

764

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

725

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

482

Jun 30, 26

+482

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

424

Jun 30, 26

+424

0.00%

FIDUCIARY FINANCIAL ADVISORS

302

Jun 30, 26

+302

0.00%

WELLS FARGO & COMPANY/MN

212

Jun 30, 26

-1.60K

0.00%

Capital Analysts, LLC

200

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

188

Jun 30, 26

0.00%

REAP Financial Group, LLC

187

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

147

Jun 30, 26

+147

0.00%

Capital Investment Advisory Services, LLC

132

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

109

Jun 30, 26

-210

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+97

0.00%

Continuum Advisory, LLC

Jun 30, 26

+80

0.00%

Signature Equity Partners, LLC

Jun 30, 26

-992

0.00%

SYM FINANCIAL Corp

Jun 30, 26

+68

0.00%

Meramec Financial Planners, LLC

Jun 30, 26

+43

0.00%

MASECO LLP

Jun 30, 26

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Warwick Investment Management, Inc.

Jun 30, 26

-4.63K

INDEPENDENT FINANCIAL GROUP, LLC

Jun 30, 26

-71.20K

Bank of New York Mellon Corp

Jun 30, 26

-56.14K

Western Wealth Management, LLC

Jun 30, 26

-3.43K

Colonial Trust Co / SC

Jun 30, 26

-13

CITADEL ADVISORS LLC

Jun 30, 26

-131.01K

Able Wealth Management LLC

Jun 30, 26

-7.10K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-120.94K

Scarborough Advisors, LLC

Jun 30, 26

-592

Lloyd Advisory Services, LLC.

Jun 30, 26

-1.26K

WEDBUSH SECURITIES INC

Jun 30, 26

-9.11K

AdvisorNet Financial, Inc

Jun 30, 26

-209

Mosley Wealth Management

Jun 30, 26

-19

CITIGROUP INC

Jun 30, 26

-5

Destiny Wealth Partners, LLC

Jun 30, 26

-2.23K

CWM, LLC

791.34K

Mar 31, 26

+1.21K

2.57%

JOURNEY STRATEGIC WEALTH LLC

7.80K

Mar 31, 26

-277

0.03%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

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%

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

0.29%

Alera Investment Advisors, LLC

71.25K

Sep 30, 24

+708

0.23%

RAYMOND JAMES & ASSOCIATES

53.65K

Sep 30, 24

+30.31K

0.17%

FinTrust Capital Advisors, LLC

974

Sep 30, 24

-356

0.00%

BlackRock Inc.

1.42M

Jun 30, 24

+1.40M

4.62%

Vantage Financial Partners Ltd., Inc.

111.75K

Jun 30, 24

+111.75K

0.36%

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

0.85%

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%