IBB Stock — iShares Biotechnology ETF: Holdings

Institution	Added	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	+1,030,300	1,588,107
Large PEAK6 LLC	+830,697	833,100
Mega MORGAN STANLEY	+547,510	3,320,977
Mega WELLS FARGO & COMPANY/MN	+175,298	1,029,643
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	+130,000	726,000

Institution	Sold	Now Holds
Mega JPMORGAN CHASE & CO	−1,830,764	630,190
Large Thrivent Financial for Lutherans	−564,194	208,618
Mega BANK OF AMERICA CORP /DE/	−384,370	6,875,131
Mega D. E. Shaw & Co., Inc.	−320,085	68,971
Mega BNP PARIBAS ARBITRAGE, SA	−211,628	2,217,939

Institution	Acquired	Value (USD)
Mid Itau Unibanco Holding S.A.	98,876	$18,805,226
Large ExodusPoint Capital Management, LP	96,038	$18,265,467
Large Caption Management, LLC	64,100	$12,191,179
Small Parker Investment Management, LLC	54,803	$10,422,982
Small L & S Advisors Inc	46,044	$8,757,108

Institution	Previously Held	Last Value (USD)
Mega CITIGROUP INC	5,122,689	$864,966,037
Mega ENVESTNET ASSET MANAGEMENT INC	1,226,668	$207,122,891
Mega LPL Financial LLC	724,989	$122,414,392
Large TRUIST FINANCIAL CORP	666,343	$112,512,015
Large Janney Montgomery Scott LLC	652,818	$110,228,319

BANK OF AMERICA CORP /DE/

$1,307,581,161

24.47%

6,875,131

MORGAN STANLEY

$631,616,610

11.82%

3,320,977

BNP PARIBAS ARBITRAGE, SA

$421,829,818

7.89%

2,217,939

TWO SIGMA INVESTMENTS, LP

$302,042,070

5.65%

1,588,107

GOLDMAN SACHS GROUP INC

$223,697,102

4.19%

1,176,177

RAYMOND JAMES FINANCIAL INC

$199,812,471

3.74%

1,050,594

WELLS FARGO & COMPANY/MN

$195,827,800

3.66%

1,029,643

COMMERCE BANK

$172,942,619

3.24%

909,315

UBS Group AG

$164,014,719

3.07%

862,373

PEAK6 LLC

$157,876,719

2.95%

830,100

ROYAL BANK OF CANADA

$142,575,739

2.67%

749,649

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$138,077,940

2.58%

726,000

JPMORGAN CHASE & CO

$119,855,834

2.24%

630,190

BARCLAYS PLC

$100,086,535

1.87%

526,245

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$79,613,534

1.49%

418,600

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$68,886,818

1.29%

362,200

Thrivent Financial for Lutherans

$39,677,057

0.74%

208,618

STIFEL FINANCIAL CORP

$33,233,419

0.62%

174,738

CITADEL ADVISORS LLC

$31,096,065

0.58%

163,500

Rockefeller Capital Management L.P.

$27,835,447

0.52%

146,356

AMERIPRISE FINANCIAL INC

$24,941,134

0.47%

131,138

Focus Partners Wealth

$24,013,009

0.45%

126,258

Cetera Investment Advisers

$22,024,762

0.41%

115,804

JANE STREET GROUP, LLC

$20,730,710

0.39%

109,000

OSAIC HOLDINGS, INC.

$19,411,930

0.36%

102,066

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$19,368,569

0.36%

101,838

Itau Unibanco Holding S.A.

$18,805,226

0.35%

98,876

ExodusPoint Capital Management, LP

$18,265,467

0.34%

96,038

CITADEL ADVISORS LLC

$16,869,853

0.32%

88,700

CANADA LIFE ASSURANCE Co

$16,752,886

0.31%

88,085

MAI Capital Management

$16,489,662

0.31%

86,701

JANE STREET GROUP, LLC

$15,614,599

0.29%

82,100

Creative Planning

$13,860,665

0.26%

72,878

D. E. Shaw & Co., Inc.

$13,117,594

0.25%

68,971

Cerity Partners LLC

$12,113,960

0.23%

63,694

Tradition Wealth Management, LLC

$11,826,774

0.22%

62,184

Corient Private Wealth LLC

$10,770,269

0.20%

56,629

Parker Investment Management, LLC

$10,422,982

0.20%

54,803

BROWN ADVISORY INC

$10,421,080

0.20%

54,793

CAPITAL FUND MANAGEMENT S.A.

$10,107,647

0.19%

53,145

Waverly Advisors, LLC

$9,987,827

0.19%

52,515

MILLENNIUM MANAGEMENT LLC

$9,884,935

0.18%

51,974

Sanctuary Advisors, LLC

$9,795,355

0.18%

51,503

Humankind Investments LLC

$9,509,500

0.18%

50,000

PEAPACK GLADSTONE FINANCIAL CORP

$9,500,180

0.18%

49,951

Steward Partners Investment Advisory, LLC

$9,190,170

0.17%

48,321

Qube Research & Technologies Ltd

$8,991,802

0.17%

47,278

Henshaw Capital LLC

$8,938,930

0.17%

47,000

L & S Advisors Inc

$8,757,108

0.16%

46,044

DAFNA Capital Management LLC

$8,101,143

0.15%

42,595

Summit Financial, LLC

$7,552,064

0.14%

39,708

BANK OF MONTREAL /CAN/

$6,741,282

0.13%

35,445

BEARING POINT CAPITAL, LLC

$6,714,467

0.13%

35,304

Michelson Medical Research Foundation, Inc.

$6,674,718

0.12%

35,095

J. Goldman & Co LP

$6,637,631

0.12%

34,900

Caption Management, LLC

$6,637,631

0.12%

34,900

JONES FINANCIAL COMPANIES LLLP

$6,447,631

0.12%

33,901

Allspring Global Investments Holdings, LLC

$6,149,983

0.12%

32,336

Colonial Trust Advisors

$5,970,444

0.11%

31,392

Aristides Capital LLC

$5,782,917

0.11%

30,406

Mariner, LLC

$5,618,592

0.11%

29,542

Volterra Technologies LP

$5,571,996

0.10%

29,297

Caption Management, LLC

$5,553,548

0.10%

29,200

Concord Investment Counsel Inc.

$5,219,764

0.10%

27,445

BARCLAYS PLC

$5,211,206

0.10%

27,400

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$5,174,689

0.10%

27,208

Kera Capital Partners, Inc.

$5,113,448

0.10%

26,886

Miller Investment Management, LP

$4,762,357

0.09%

25,040

Militia Capital Management LLC

$4,583,579

0.09%

24,100

Gotham Asset Management, LLC

$4,473,078

0.08%

23,519

Twin Tree Management, LP

$4,469,465

0.08%

23,500

Baird Financial Group, Inc.

$4,370,565

0.08%

22,980

COFG Advisors, LLC

$4,330,245

0.08%

22,768

Quantinno Capital Management LP

$4,226,592

0.08%

22,223

RENAISSANCE TECHNOLOGIES LLC

$4,203,199

0.08%

22,100

Greenline Partners, LLC

$4,102,208

0.08%

21,569

MARTIN & CO INC /TN/

$3,998,554

0.07%

21,024

CAPITAL FUND MANAGEMENT S.A.

$3,898,895

0.07%

20,500

CIBC Bancorp USA Inc.

$3,866,752

0.07%

20,331

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$3,853,439

0.07%

20,261

NORTHERN TRUST CORP

$3,848,683

0.07%

20,236

Fischer Financial Services, Inc.

$3,833,659

0.07%

20,157

&PARTNERS

$3,824,911

0.07%

20,111

NewEdge Advisors, LLC

$3,731,908

0.07%

19,622

Volterra Technologies LP

$3,613,610

0.07%

19,000

FMR LLC

$3,545,331

0.07%

18,641

QVT Financial LP

$3,517,944

0.07%

18,497

Atlantic Union Bankshares Corp

$3,304,931

0.06%

17,377

BLAIR WILLIAM & CO/IL

$3,204,511

0.06%

16,849

EP Wealth Advisors, LLC

$3,202,609

0.06%

16,839

ArchPoint Investors

$3,185,682

0.06%

16,750

TUDOR INVESTMENT CORP ET AL

$3,182,259

0.06%

16,732

Sender Co & Partners, Inc.

$3,082,789

0.06%

16,209

US BANCORP \DE\

$3,010,135

0.06%

15,827

Choate Investment Advisors

$2,919,796

0.05%

15,352

Volterra Technologies LP

$2,871,869

0.05%

15,100

UBS Group AG

$2,852,850

0.05%

15,000

Florin Court Capital LLP

$2,833,831

0.05%

14,900

BTG Pactual Asset Management US LLC

$2,814,621

0.05%

14,799

CAPTRUST FINANCIAL ADVISORS

$2,743,871

0.05%

14,427

FRANKLIN RESOURCES INC

$2,665,892

0.05%

14,017

KCM INVESTMENT ADVISORS LLC

$2,594,191

0.05%

13,640

ROYAL BANK OF CANADA

$2,548,546

0.05%

13,400

MERCER GLOBAL ADVISORS INC /ADV

$2,540,938

0.05%

13,360

Intellectus Partners, LLC

$2,462,960

0.05%

12,950

Arcadia Wealth Management, Inc.

$2,456,113

0.05%

12,914

Texas Yale Capital Corp.

$2,442,039

0.05%

12,840

Integrated Wealth Concepts LLC

$2,398,295

0.04%

12,610

AQR CAPITAL MANAGEMENT LLC

$2,361,589

0.04%

12,417

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$2,314,612

0.04%

12,170

Cresset Asset Management, LLC

$2,215,523

0.04%

11,649

World Investment Advisors

$2,212,099

0.04%

11,631

Twin Tree Management, LP

$2,210,007

0.04%

11,620

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

$2,184,902

0.04%

11,488

KKM Financial LLC

$2,178,436

0.04%

11,454

Bellwether Advisors, LLC

$2,175,963

0.04%

11,441

Advisory Services Network, LLC

$2,158,085

0.04%

11,347

Stratos Wealth Partners, LTD.

$2,124,612

0.04%

11,171

Novak & Powell Financial Services, Inc.

$2,106,734

0.04%

11,077

Pinnacle Financial Partners, Inc.

$2,033,701

0.04%

10,693

CAPITAL FUND MANAGEMENT S.A.

$1,958,957

0.04%

10,300

SCOTIA CAPITAL INC.

$1,944,122

0.04%

10,222

Cannell & Spears LLC

$1,872,040

0.04%

9,843

Lighthouse Financial LLC

$1,801,099

0.03%

9,470

BRADLEY FOSTER & SARGENT INC/CT

$1,744,993

0.03%

9,175

ELEVATION POINT WEALTH PARTNERS, LLC

$1,700,108

0.03%

8,939

Biltmore Family Office, LLC

$1,655,413

0.03%

8,704

Sanchez Gaunt Capital Management, LLC

$1,591,509

0.03%

8,368

Colonial Trust Co / SC

$1,578,957

0.03%

8,302

Busey Bank

$1,563,932

0.03%

8,223

Pathstone Holdings, LLC

$1,535,023

0.03%

8,071

Tidal Investments LLC

$1,512,390

0.03%

7,952

Vestmark Advisory Solutions, Inc.

$1,508,206

0.03%

7,930

Milestone Investment Advisors LLC

$1,481,009

0.03%

7,787

Clark Capital Management Group, Inc.

$1,327,336

0.02%

6,979

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

$1,283,782

0.02%

6,750

CIBC WORLD MARKET INC.

$1,267,806

0.02%

6,666

LM Advisors LLC

$1,259,818

0.02%

6,624

O'ROURKE & COMPANY, Inc

$1,240,228

0.02%

6,521

Baltimore-Washington Financial Advisors, Inc.

$1,239,278

0.02%

6,516

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$1,226,345

0.02%

6,448

FIL Ltd

$1,213,602

0.02%

6,381

Wealthspire Advisors, LLC

$1,213,222

0.02%

6,379

Snowden Capital Advisors LLC

$1,176,325

0.02%

6,185

FIDELIS CAPITAL PARTNERS, LLC

$1,102,911

0.02%

5,799

Sound View Wealth Advisors Group, LLC

$1,067,346

0.02%

5,612

Knott David M Jr

$1,046,045

0.02%

5,500

MEANS INVESTMENT CO., INC.

$1,020,179

0.02%

5,364

DEARBORN PARTNERS LLC

$1,019,798

0.02%

5,362

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

$996,595

0.02%

5,240

Cladis Investment Advisory, LLC

$984,233

0.02%

5,175

Ameritas Advisory Services, LLC

$969,208

0.02%

5,096

Federation des caisses Desjardins du Quebec

$969,207

0.02%

5,096

IEQ CAPITAL, LLC

$962,741

0.02%

5,062

Alpha Wealth Funds, LLC

$950,950

0.02%

5,000

SMITH, MOORE & CO.

$936,495

0.02%

4,924

VestGen Advisors, LLC

$922,421

0.02%

4,850

NOMURA ASSET MANAGEMENT CO LTD

$921,660

0.02%

4,846

Legacy Edge Advisors, LLC

$921,280

0.02%

4,844

Philadelphia Investment Partners, LLC

$887,194

0.02%

4,665

Allworth Financial LP

$875,634

0.02%

4,604

SUMITOMO MITSUI FINANCIAL GROUP, INC.

$875,064

0.02%

4,601

Haverford Trust Co

$850,149

0.02%

4,470

EFG International AG

$832,650

0.02%

4,378

MONETA GROUP INVESTMENT ADVISORS LLC

$830,179

0.02%

4,365

Navis Wealth Advisors, LLC

$800,699

0.01%

4,210

Point72 Asset Management, L.P.

$798,798

0.01%

4,200

MONOGRAPH WEALTH ADVISORS, LLC

$798,798

0.01%

4,200

Stratos Wealth Advisors, LLC

$797,466

0.01%

4,193

HEADINVEST, LLC

$790,429

0.01%

4,156

MSH Capital Advisors LLC

$777,496

0.01%

4,088

BROWN BROTHERS HARRIMAN & CO

$777,496

0.01%

4,088

AFT, FORSYTH & COMPANY, INC.

$763,993

0.01%

4,017

Clear Harbor Asset Management, LLC

$742,882

0.01%

3,906

CreativeOne Wealth, LLC

$741,169

0.01%

3,897

MAGNOLIA CAPITAL ADVISORS LLC

$678,027

0.01%

3,565

TrinityBridge Ltd

$672,321

0.01%

3,535

CHELSEA COUNSEL CO

$665,665

0.01%

3,500

SYMMETRY PEAK MANAGEMENT LLC

$665,665

0.01%

3,500

KINTRA WEALTH, LLC

$661,671

0.01%

3,479

First International Bank of Israel Ltd.

$645,504

0.01%

3,394

Larson Financial Group LLC

$620,780

0.01%

3,264

Vise Technologies, Inc.

$608,988

0.01%

3,202

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$586,736

0.01%

3,085

PEAK6 LLC

$570,570

0.01%

3,000

Carbahal Olsen Financial Services Group, LLC

$568,477

0.01%

2,989

Fiduciary Trust Co

$564,864

0.01%

2,970

Mutual Advisors, LLC

$546,225

0.01%

2,872

HARBOUR INVESTMENTS, INC.

$540,139

0.01%

2,840

GROUP ONE TRADING LLC

$498,678

0.01%

2,622

Beckerman Institutional, LLC

$480,800

0.01%

2,528

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$478,708

0.01%

2,517

BlueCrest Capital Management Ltd

$475,475

0.01%

2,500

BRIGHTON JONES LLC

$473,763

0.01%

2,491

Timbuktu Capital Management, LLC

$463,873

0.01%

2,439

NEUBERGER BERMAN GROUP LLC

$437,627

0.01%

2,301

IFG Advisory, LLC

$426,215

0.01%

2,241

COLDSTREAM CAPITAL MANAGEMENT INC

$396,355

0.01%

2,084

BECK CAPITAL MANAGEMENT, LLC

$389,889

0.01%

2,050

10Elms LLP

$385,134

0.01%

2,025

PRICE T ROWE ASSOCIATES INC /MD/

$380,380

0.01%

2,000

Elk River Wealth Management LLC

$378,478

0.01%

1,990

Excelsior Advisor Network LLC

$372,962

0.01%

1,961

NorthRock Partners, LLC

$368,968

0.01%

1,940

Aptus Capital Advisors, LLC

$366,876

0.01%

1,929

NCM Capital Management, LLC

$354,704

0.01%

1,865

ESL Trust Services, LLC

$342,342

0.01%

1,800

SNS Financial Group, LLC

$341,391

0.01%

1,795

Western Wealth Management, LLC

$336,826

0.01%

1,771

Asset Management Group, Inc.

$333,973

0.01%

1,756

Heritage Wealth Advisors

$332,832

0.01%

1,750

MONECO ADVISORS, LLC

$326,556

0.01%

1,717

Ancora Advisors LLC

$325,605

0.01%

1,712

RPS ADVISORY SOLUTIONS LLC

$325,415

0.01%

1,711

IHT Wealth Management, LLC

$325,224

0.01%

1,710

JOHN G ULLMAN & ASSOCIATES INC

$323,323

0.01%

1,700

First Nebraska Trust Co

$310,770

0.01%

1,634

Ausdal Financial Partners, Inc.

$309,438

0.01%

1,627

PACK Private Wealth, LLC

$306,966

0.01%

1,614

Verition Fund Management LLC

$304,684

0.01%

1,602

UMB Bank, n.a.

$301,450

0.01%

1,585

Ally Invest Advisors Inc.

$298,788

0.01%

1,571

VANCE WEALTH, LLC

$295,174

0.01%

1,552

Apriem Advisors

$293,843

0.01%

1,545

HSBC HOLDINGS PLC

$293,082

0.01%

1,541

Regal Investment Advisors LLC

$291,561

0.01%

1,533

Dorsey & Whitney Trust CO LLC

$290,990

0.01%

1,530

Community Bank, N.A.

$282,051

0.01%

1,483

Sargent Investment Group, LLC

$275,585

0.01%

1,449

TritonPoint Partners, LLC

$275,014

0.01%

1,446

TRITONPOINT WEALTH, LLC

$275,014

0.01%

1,446

SYON CAPITAL LLC

$272,732

0.01%

1,434

SevenBridge Financial Group, LLC

$269,499

0.01%

1,417

GTS SECURITIES LLC

$266,075

0.00%

1,399

Hikari Tsushin, Inc.

$261,130

0.00%

1,373

CAHILL FINANCIAL ADVISORS INC

$260,560

0.00%

1,370

WILLIAM JOHN SEMPOLINSKI

$260,179

0.00%

1,368

One Capital Management, LLC

$257,897

0.00%

1,356

Empower Advisory Group, LLC

$256,946

0.00%

1,351

Beck Bode, LLC

$256,756

0.00%

1,350

StoneX Group Inc.

$254,664

0.00%

1,339

Matisse Capital

$249,339

0.00%

1,311

Stonebridge Financial Group, LLC/CA

$248,197

0.00%

1,305

Circle Wealth Management, LLC

$247,627

0.00%

1,302

PETTYJOHN, WOOD & WHITE, INC

$239,639

0.00%

1,260

VISTA INVESTMENT MANAGEMENT

$233,933

0.00%

1,230

FAIRFIELD, BUSH & CO.

$232,602

0.00%

1,223

HUNTINGTON NATIONAL BANK

$231,651

0.00%

1,218

Bragg Financial Advisors, Inc

$231,080

0.00%

1,215

ALERUS FINANCIAL NA

$229,369

0.00%

1,206

Modern Wealth Management, LLC

$228,988

0.00%

1,204

Aureus Asset Management, LLC

$228,228

0.00%

1,200

Portland Global Advisors LLC

$228,228

0.00%

1,200

Sand Hill Global Advisors, LLC

$225,755

0.00%

1,187

Edgestream Partners, L.P.

$224,614

0.00%

1,181

Integrated Advisors Network LLC

$224,424

0.00%

1,180

Clearbridge Investments, LLC

$224,424

0.00%

1,180

LEIGH BALDWIN & CO., LLC

$223,663

0.00%

1,176

Strategic Family Wealth Counselors, L.L.C.

$221,190

0.00%

1,163

Broadleaf Partners, LLC

$215,485

0.00%

1,133

LAZARD ASSET MANAGEMENT LLC

$214,344

0.00%

1,127

Keebeck Wealth Management

$204,454

0.00%

1,075

Betterment LLC

$202,362

0.00%

1,064

Greykasell Wealth Strategies, Inc.

$202,362

0.00%

1,064

WJ Financial Advisors LLC

$200,460

0.00%

1,054

Point72 Asset Management, L.P.

$171,171

0.00%

900

Minot DeBlois Advisors LLC

$161,661

0.00%

850

Wick Capital Partners, LLC

$158,238

0.00%

832

BESSEMER GROUP INC

$157,667

0.00%

829

Strategic Wealth Partners, Ltd.

$116,586

0.00%

613

McMillan Office, Inc.

$114,114

0.00%

600

MCF Advisors LLC

$114,114

0.00%

600

HighMark Wealth Management LLC

$104,033

0.00%

547

First Bancorp, Inc /ME/

$102,512

0.00%

539

Medallion Wealth Advisors, LLC

$96,996

0.00%

510

MATRIX PRIVATE CAPITAL GROUP LLC

$76,076

0.00%

400

Keating Financial Advisory Services, Inc.

$73,032

0.00%

384

Glen Eagle Advisors, LLC

$68,468

0.00%

360

SummitTX Capital, L.P.

$64,664

0.00%

340

Bollard Group LLC

$63,523

0.00%

334

Solstein Capital, LLC

$62,762

0.00%

330

ACTION POINT FINANCIAL PLANNING, LLC

$62,760

0.00%

330

COMPASS FINANCIAL MANAGEMENT LLC

$56,296

0.00%

296

Rakuten Securities, Inc.

$47,547

0.00%

250

MONETARY MANAGEMENT GROUP INC

$47,547

0.00%

250

SHP Wealth Management

$46,786

0.00%

246

Murphy & Mullick Capital Management Corp

$42,031

0.00%

221

CONSULTIVA WEALTH MANAGEMENT, CORP.

$38,038

0.00%

200

Strengthening Families & Communities, LLC

$36,706

0.00%

193

Family Manage LLC

$34,994

0.00%

184

Prestige Wealth Management Group LLC

$30,240

0.00%

159

MPWM ADVISORY SOLUTIONS, LLC

$26,626

0.00%

140

Godfrey Financial Associates, Inc.

$26,626

0.00%

140

Providence Capital Advisors, LLC

$25,675

0.00%

135

CBIZ Investment Advisory Services, LLC

$21,681

0.00%

114

Synergy Investment Management, LLC

$20,160

0.00%

106

Ramirez Asset Management, Inc.

$19,019

0.00%

100

ABOUND FINANCIAL, LLC

$16,546

0.00%

87

Winthrop Capital Management, LLC

$15,405

0.00%

81

Coston, McIsaac & Partners

$14,074

0.00%

74

Rialto Wealth Management, LLC

$11,411

0.00%

60

Coppell Advisory Solutions LLC

$11,411

0.00%

60

Montgomery Financial Services LLC

$10,840

0.00%

57

FWL INVESTMENT MANAGEMENT, LLC

$9,889

0.00%

52

Smartleaf Asset Management LLC

$9,319

0.00%

49

Highland Investment Advisors LLC

$7,607

0.00%

40

CARDIFF PARK ADVISORS, LLC

$7,037

0.00%

37

Ameritas Investment Partners, Inc.

$5,705

0.00%

30

AMERIFLEX GROUP, INC.

$3,803

0.00%

20

Aberdeen Wealth Management LLC

$3,803

0.00%

20

Purpose Unlimited Inc.

$2,852

0.00%

15

Millstone Evans Group, LLC

$2,852

0.00%

15

HANTZ FINANCIAL SERVICES, INC.

$1,901

0.00%

10

TOP Private Wealth LLC.

$760

0.00%

4

Nemes Rush Group LLC

$380

0.00%

2

Morse Asset Management, Inc

$380

0.00%

2

PIN OAK INVESTMENT ADVISORS INC

$166

0.00%

979

CITIGROUP INC

$864,966,037

16.19%

5,122,689

ENVESTNET ASSET MANAGEMENT INC

$207,122,891

3.88%

1,226,668

LPL Financial LLC

$122,414,392

2.29%

724,989

TRUIST FINANCIAL CORP

$112,512,015

2.11%

666,343

Janney Montgomery Scott LLC

$110,228,319

2.06%

652,818

WestEnd Advisors, LLC

$109,432,191

2.05%

648,103

Sofinnova Investments, Inc.

$80,203,750

1.50%

475,000

PNC FINANCIAL SERVICES GROUP, INC.

$53,793,580

1.01%

318,588

Jefferies Financial Group Inc.

$51,044,536

0.96%

302,307

VICTORY CAPITAL MANAGEMENT INC

$38,199,948

0.71%

226,236

Cornerstone Advisors, LLC

$24,994,358

0.47%

148,027

McElhenny Sheffield Capital Management, LLC

$23,978,895

0.45%

142,013

COMMONWEALTH EQUITY SERVICES, LLC

$22,350,843

0.42%

132,371

ALBION FINANCIAL GROUP /UT

$20,286,820

0.38%

120,147

Generali Investments CEE, investicni spolecnost, a.s.

$19,606,017

0.37%

116,115

Erste Asset Management GmbH

$17,278,420

0.32%

102,330

MML INVESTORS SERVICES, LLC

$16,710,577

0.31%

98,967

INVESTMENT HOUSE LLC

$16,488,877

0.31%

97,654

ASSETMARK, INC

$12,952,483

0.24%

76,710

APPLETON PARTNERS INC/MA

$12,496,588

0.23%

74,010

FACTORY MUTUAL INSURANCE CO

$11,988,350

0.22%

71,000

HighTower Advisors, LLC

$11,972,140

0.22%

70,904

Bronte Capital Management Pty Ltd.

$11,695,395

0.22%

69,265

CUMBERLAND ADVISORS INC

$10,765,538

0.20%

63,758

Beacon Pointe Advisors, LLC

$10,479,844

0.20%

62,066

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

$10,383,768

0.19%

61,497

Apella Capital, LLC

$9,783,169

0.18%

57,940

Virtue Capital Management, LLC

$9,218,365

0.17%

54,595

NTV Asset Management LLC

$9,196,246

0.17%

54,464

Independent Advisor Alliance

$9,165,852

0.17%

54,284

DAVENPORT & Co LLC

$8,229,411

0.15%

48,738

Kestra Advisory Services, LLC

$8,013,789

0.15%

47,461

Cambridge Investment Research Advisors, Inc.

$7,623,070

0.14%

45,147

Pictet Asset Management Holding SA

$7,505,382

0.14%

44,450

FORBES J M & CO LLP

$7,376,549

0.14%

43,687

NEVILLE RODIE & SHAW INC

$7,072,957

0.13%

41,889

SP Asset Management LLC

$7,019,601

0.13%

41,573

First Interstate Bank

$6,936,695

0.13%

41,082

Concurrent Investment Advisors, LLC

$6,810,057

0.13%

40,332

MMBG INVESTMENT ADVISORS CO.

$6,380,334

0.12%

37,787

TOTH FINANCIAL ADVISORY CORP

$6,331,706

0.12%

37,499

Quantitative Investment Management, LLC

$6,318,198

0.12%

37,419

EQUITABLE TRUST CO

$6,297,766

0.12%

37,298

Quadrature Capital Ltd

$6,225,837

0.12%

36,872

SSI INVESTMENT MANAGEMENT LLC

$6,092,276

0.11%

36,081

Tower Research Capital LLC (TRC)

$6,069,312

0.11%

35,945

IFP Advisors, Inc

$6,057,156

0.11%

35,873

Williams Jones Wealth Management, LLC.

$5,946,390

0.11%

35,217

Addison Capital Co

$5,579,648

0.10%

33,045

Equitable Holdings, Inc.

$5,573,231

0.10%

33,007

Ashton Thomas Private Wealth, LLC

$5,451,153

0.10%

32,284

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$4,996,609

0.09%

29,592

Howard Capital Management Group, LLC

$4,927,549

0.09%

29,183

Gladstone Institutional Advisory LLC

$4,906,274

0.09%

29,057

Crescent Grove Advisors, LLC

$4,793,989

0.09%

28,392

SOUTHERN CAPITAL ADVISORS, LLC

$4,759,206

0.09%

28,186

Blume Capital Management, Inc.

$4,641,348

0.09%

27,488

EVERGREEN CAPITAL MANAGEMENT LLC

$4,632,737

0.09%

27,437

FIFTH THIRD BANCORP

$4,618,385

0.09%

27,352

Private Advisor Group, LLC

$4,592,720

0.09%

27,200

OPPENHEIMER & CO INC

$4,510,658

0.08%

26,714

HARBOUR INVESTMENT MANAGEMENT LLC

$4,325,937

0.08%

25,620

Envestnet Portfolio Solutions, Inc.

$4,212,300

0.08%

24,947

Associated Banc-Corp

$4,074,857

0.08%

24,133

GLENMEDE TRUST CO NA

$4,044,126

0.08%

23,951

Chesley Taft & Associates LLC

$4,019,980

0.08%

23,808

NBT BANK N A /NY

$3,982,833

0.07%

23,588

Analyst IMS Investment Management Services Ltd.

$3,918,501

0.07%

23,207

MARVIN & PALMER ASSOCIATES INC

$3,684,982

0.07%

21,824

Eagle Strategies LLC

$3,568,982

0.07%

21,137

FLOW TRADERS U.S. LLC

$3,496,545

0.07%

20,708

BNC WEALTH MANAGEMENT, LLC

$3,417,355

0.06%

20,239

Marion Wealth Management

$3,400,807

0.06%

20,141

FRG Family Wealth Advisors LLC

$3,390,339

0.06%

20,079

Perkins Coie Trust Co

$3,352,516

0.06%

19,855

Coastal Bridge Advisors, LLC

$3,332,592

0.06%

19,737

Aster Capital Management (DIFC) Ltd

$3,182,991

0.06%

18,851

KEYBANK NATIONAL ASSOCIATION/OH

$3,165,430

0.06%

18,747

PINNACLE ASSOCIATES LTD

$3,118,152

0.06%

18,467

Westside Investment Management, Inc.

$3,094,344

0.06%

18,326

WealthCare Investment Partners, LLC

$3,092,487

0.06%

18,315

LYELL WEALTH MANAGEMENT, LP

$2,966,694

0.06%

17,570

LITTLEJOHN FINANCIAL SERVICES, INC.

$2,890,712

0.05%

17,120

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$2,865,891

0.05%

16,973

Atria Investments, Inc

$2,816,586

0.05%

16,681

BAR HARBOR WEALTH MANAGEMENT

$2,779,946

0.05%

16,464

Bank Pictet & Cie (Europe) AG

$2,748,878

0.05%

16,280

Destiny Wealth Partners, LLC

$2,741,110

0.05%

16,234

INDEPENDENT FINANCIAL GROUP, LLC

$2,709,367

0.05%

16,046

BENJAMIN EDWARDS INC

$2,682,182

0.05%

15,885

SIH Partners, LLLP

$2,682,013

0.05%

15,884

MOODY LYNN LIEBERSON & WALKER, LLC

$2,604,680

0.05%

15,426

Audent Global Asset Management, LLC

$2,563,987

0.05%

15,185

Avalon Trust Co

$2,536,971

0.05%

15,025

Snider Financial Group

$2,532,750

0.05%

15,000

GRIMES & Co WEALTH MANAGEMENT, LLC

$2,529,541

0.05%

14,981

CAPSTONE INVESTMENT ADVISORS, LLC

$2,515,865

0.05%

14,900

Central Pacific Bank - Trust Division

$2,504,045

0.05%

14,830

ANDERSON HOAGLAND & CO

$2,471,626

0.05%

14,638

PARSONS CAPITAL MANAGEMENT INC/RI

$2,467,911

0.05%

14,616

Viewpoint Capital Management LLC

$2,445,961

0.05%

14,486

Empirical Asset Management, LLC

$2,363,393

0.04%

13,997

Crestwood Advisors Group, LLC

$2,344,651

0.04%

13,886

1ST SOURCE BANK

$2,332,155

0.04%

13,812

STRATEGIC ADVISORY PARTNERS, LLC

$2,329,285

0.04%

13,795

Farther Finance Advisors, LLC

$2,279,137

0.04%

13,498

Martin Capital Advisors, LLP

$2,265,798

0.04%

13,419

CENTRAL TRUST Co

$2,260,732

0.04%

13,389

VALICENTI ADVISORY SERVICES INC

$2,244,860

0.04%

13,295

Traynor Capital Management, Inc.

$2,243,509

0.04%

13,287

LEUTHOLD GROUP, LLC

$2,239,288

0.04%

13,262

SG Americas Securities, LLC

$2,238,951

0.04%

13,260

Wealthfront Advisers LLC

$2,234,729

0.04%

13,235

New England Private Wealth Advisors LLC

$2,208,558

0.04%

13,080

TRANSCEND CAPITAL ADVISORS, LLC

$2,137,472

0.04%

12,659

Bank of New York Mellon Corp

$2,116,364

0.04%

12,534

Lido Advisors, LLC

$2,085,296

0.04%

12,350

Robertson Stephens Wealth Management, LLC

$2,026,368

0.04%

12,001

BARTLETT & CO. WEALTH MANAGEMENT LLC

$2,008,133

0.04%

11,893

WESBANCO BANK INC

$1,966,595

0.04%

11,647

BURNS J W & CO INC/NY

$1,896,860

0.04%

11,234

Composition Wealth, LLC

$1,884,534

0.04%

11,161

Arkadios Wealth Advisors

$1,853,634

0.03%

10,978

Wagner Wealth Management, Corp

$1,826,957

0.03%

10,820

Belpointe Asset Management LLC

$1,762,456

0.03%

10,438

Gerber Kawasaki Wealth & Investment Management

$1,753,676

0.03%

10,386

Dakota Wealth Management

$1,746,246

0.03%

10,342

GARRISON POINT ADVISORS, LLC

$1,705,891

0.03%

10,103

SECURITY NATIONAL BANK OF SO DAK

$1,698,798

0.03%

10,061

Sigma Planning Corp

$1,693,734

0.03%

10,031

Blue Fin Capital, Inc.

$1,686,642

0.03%

9,989

Fairvoy Private Wealth, LLC

$1,682,590

0.03%

9,965

Canton Hathaway, LLC

$1,681,914

0.03%

9,961

EDMOND DE ROTHSCHILD HOLDING S.A.

$1,673,303

0.03%

9,910

KANAWHA CAPITAL MANAGEMENT LLC

$1,656,925

0.03%

9,813

Avior Wealth Management, LLC

$1,639,026

0.03%

9,707

RS CRUM INC.

$1,595,801

0.03%

9,451

NewEdge Wealth, LLC

$1,585,670

0.03%

9,391

Telos Capital Management, Inc.

$1,569,967

0.03%

9,298

White Lighthouse Investment Management Inc.

$1,566,083

0.03%

9,275

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

$1,561,524

0.03%

9,248

Moors & Cabot, Inc.

$1,526,572

0.03%

9,041

Wealthcare Advisory Partners LLC

$1,504,453

0.03%

8,910

Acropolis Investment Management, LLC

$1,503,102

0.03%

8,902

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

$1,476,930

0.03%

8,747

City State Bank

$1,476,930

0.03%

8,747

Stegent Equity Advisors, Inc.

$1,473,385

0.03%

8,726

Arrowroot Family Office, LLC

$1,467,137

0.03%

8,689

Capital Investment Advisors, LLC

$1,427,626

0.03%

8,455

Apollon Wealth Management, LLC

$1,419,353

0.03%

8,406

Beaumont Financial Advisors, LLC

$1,417,833

0.03%

8,397

HOEY INVESTMENTS, INC

$1,395,207

0.03%

8,263

BigSur Wealth Management LLC

$1,359,242

0.03%

8,050

Endowment Wealth Management, Inc.

$1,351,306

0.03%

8,003

Finer Wealth Management, Inc.

$1,348,604

0.03%

7,987

Chicago Partners Investment Group LLC

$1,327,498

0.02%

7,862

Magnus Financial Group LLC

$1,315,679

0.02%

7,792

Signature Wealth Management Partners, LLC

$1,292,546

0.02%

7,655

Tudor Financial Inc.

$1,264,179

0.02%

7,487

STEPHENS INC /AR/

$1,258,607

0.02%

7,454

Cullen/Frost Bankers, Inc.

$1,256,075

0.02%

7,439

ADELL HARRIMAN & CARPENTER INC

$1,232,942

0.02%

7,302

Shulman DeMeo Asset Management LLC

$1,223,824

0.02%

7,248

PARK AVENUE SECURITIES LLC

$1,218,083

0.02%

7,214

KESTRA PRIVATE WEALTH SERVICES, LLC

$1,211,667

0.02%

7,176

Merit Financial Group, LLC

$1,210,654

0.02%

7,170

WASHINGTON GROWTH STRATEGIES LLC

$1,130,281

0.02%

6,694

RAELIPSKIE PARTNERSHIP

$1,127,073

0.02%

6,675

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

$1,113,565

0.02%

6,595

WEBSTER BANK, N. A.

$1,091,784

0.02%

6,466

Brookstone Capital Management

$1,088,913

0.02%

6,449

Strategic Blueprint, LLC

$1,087,225

0.02%

6,439

PROFFITT & GOODSON INC

$1,068,820

0.02%

6,330

Essex Financial Services, Inc.

$1,061,222

0.02%

6,285

Focus Financial Network, Inc.

$1,050,247

0.02%

6,220

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

$1,049,232

0.02%

6,214

SteelPeak Wealth, LLC

$1,048,896

0.02%

6,212

D.A. DAVIDSON & CO.

$1,046,363

0.02%

6,197

CWM, LLC

$1,045,856

0.02%

6,194

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

$1,043,999

0.02%

6,183

KORNITZER CAPITAL MANAGEMENT INC /KS

$1,034,206

0.02%

6,125

Modera Wealth Management, LLC

$1,034,037

0.02%

6,124

Raleigh Capital Management Inc.

$1,021,035

0.02%

6,047

Encore Global Management, LP

$1,013,100

0.02%

6,000

Walleye Trading LLC

$996,215

0.02%

5,900

Ascent Group, LLC

$971,899

0.02%

5,756

Kessler Investment Group, LLC

$964,808

0.02%

5,714

Brendel Financial Advisors LLC

$958,392

0.02%

5,676

XTX Topco Ltd

$939,481

0.02%

5,564

Pinnacle Wealth Management Advisory Group, LLC

$936,273

0.02%

5,545

FLAGSHIP HARBOR ADVISORS, LLC

$929,181

0.02%

5,503

BAILARD, INC.

$922,258

0.02%

5,462

HARMONY ASSET MANAGEMENT LLC

$914,998

0.02%

5,419

Cassaday & Co Wealth Management LLC

$908,919

0.02%

5,383

BlackRock, Inc.

$907,399

0.02%

5,374

OneDigital Investment Advisors LLC

$888,151

0.02%

5,260

CALTON & ASSOCIATES, INC.

$882,916

0.02%

5,229

WorthPointe, LLC

$869,577

0.02%

5,150

Sharper & Granite LLC

$862,654

0.02%

5,109

Westwood Wealth Management

$861,135

0.02%

5,100

EVOKE WEALTH, LLC

$858,771

0.02%

5,086

American State Bank (Iowa)

$858,095

0.02%

5,082

Evolution Wealth Advisors, LLC

$855,562

0.02%

5,067

Aprio Wealth Management, LLC

$835,638

0.02%

4,949

REGIONS FINANCIAL CORP

$835,469

0.02%

4,948

VERITY Wealth Advisors

$834,625

0.02%

4,943

MARCO INVESTMENT MANAGEMENT LLC

$830,066

0.02%

4,916

Midwest Trust Co

$826,351

0.02%

4,894

Harbour Capital Advisors, LLC

$816,896

0.02%

4,838

Clarity Wealth Advisors, LLC

$815,714

0.02%

4,831

NVWM, LLC

$814,532

0.02%

4,824

Principle Wealth Partners LLC

$807,271

0.02%

4,781

WHITTIER TRUST CO

$799,673

0.01%

4,736

AlphaCore Capital LLC

$796,634

0.01%

4,718

HB Wealth Management, LLC

$790,893

0.01%

4,684

Advantage Trust Co

$789,711

0.01%

4,677

Simplicity Wealth,LLC

$787,854

0.01%

4,666

CWA Asset Management Group, LLC

$781,100

0.01%

4,626

Purewater Capital LLC

$775,190

0.01%

4,591

Sovereign Financial Group, Inc.

$762,695

0.01%

4,517

True Vision MN LLC

$761,682

0.01%

4,511

Prime Capital Investment Advisors, LLC

$751,551

0.01%

4,451

DECISION INVESTMENTS, INC

$749,862

0.01%

4,441

ROTHSCHILD INVESTMENT LLC

$742,940

0.01%

4,400

TCV Trust & Wealth Management, Inc.

$725,210

0.01%

4,295

RWA WEALTH PARTNERS, LLC

$724,197

0.01%

4,289

Fort Sheridan Advisors LLC

$723,184

0.01%

4,283

Wedmont Private Capital

$715,924

0.01%

4,240

HERITAGE OAK WEALTH ADVISORS LLC

$715,755

0.01%

4,239

Massachusetts Wealth Management

$713,053

0.01%

4,223

PFG Investments, LLC

$711,871

0.01%

4,216

Meridian Wealth Management, LLC

$700,896

0.01%

4,151

JOHNSON INVESTMENT COUNSEL INC

$697,181

0.01%

4,129

WEDBUSH SECURITIES INC

$696,675

0.01%

4,126

Shepherd Financial Partners LLC

$694,142

0.01%

4,111

OpenArc Corporate Advisory, LLC

$680,465

0.01%

4,030

HARRELL INVESTMENT PARTNERS, LLC

$678,945

0.01%

4,021

CAPITAL MANAGEMENT ASSOCIATES /NY/

$675,400

0.01%

4,000

Core Wealth Partners LLC

$673,542

0.01%

3,989

Odyssey Capital Advisors, Inc.

$664,593

0.01%

3,936

ICICI Prudential Asset Management Co Ltd

$654,631

0.01%

3,877

Columbus Macro, LLC

$648,721

0.01%

3,842

BAXTER BROS INC

$643,656

0.01%

3,812

Community Financial Services Group, LLC

$642,642

0.01%

3,806

Triumph Capital Management

$637,071

0.01%

3,773

KFG WEALTH MANAGEMENT, LLC

$635,213

0.01%

3,762

WATERS PARKERSON & CO., LLC

$624,745

0.01%

3,700

Kingsview Wealth Management, LLC

$614,782

0.01%

3,641

Quantbot Technologies LP

$613,094

0.01%

3,631

Creekside Partners

$610,730

0.01%

3,617

Krilogy Financial LLC

$610,223

0.01%

3,614

MIDDLETON & CO INC/MA

$607,860

0.01%

3,600

Capstone Wealth Management Group LLC

$604,314

0.01%

3,579

Pines Wealth Management, LLC

$602,287

0.01%

3,567

Hennion & Walsh Asset Management, Inc.

$592,663

0.01%

3,510

Summit Global Investments

$586,078

0.01%

3,471

LIBERTY WEALTH MANAGEMENT LLC

$582,025

0.01%

3,447

Chemistry Wealth Management LLC

$580,168

0.01%

3,436

Pacific Sun Financial Corp

$579,662

0.01%

3,433

Financial Concepts Unlimited, Inc.

$579,493

0.01%

3,432

KINGSWOOD WEALTH ADVISORS, LLC

$577,973

0.01%

3,423

Abbot Financial Management, Inc.

$577,298

0.01%

3,419

Glassman Wealth Services

$573,583

0.01%

3,397

Andrews Advisory Associates, LLC

$570,881

0.01%

3,381

BURKE & HERBERT BANK & TRUST CO

$566,829

0.01%

3,357

GREAT VALLEY ADVISOR GROUP, INC.

$566,660

0.01%

3,356

Graves Light Lenhart Wealth, Inc.

$564,634

0.01%

3,344

Institute for Wealth Management, LLC.

$557,711

0.01%

3,303

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

$557,205

0.01%

3,300

Kelman-Lazarov, Inc.

$549,944

0.01%

3,257

TITLEIST ASSET MANAGEMENT, LLC

$549,606

0.01%

3,255

Ellis Investment Partners, LLC

$549,606

0.01%

3,255

GeoWealth Management, LLC

$548,087

0.01%

3,246

My Personal CFO, LLC

$547,074

0.01%

3,240

Dynamic Advisor Solutions LLC

$530,864

0.01%

3,144

Thayer Partners, LLC / MA

$528,500

0.01%

3,130

Coastwise Capital Group, LLC

$527,149

0.01%

3,122

CITIZENS FINANCIAL GROUP INC/RI

$525,292

0.01%

3,111

King Wealth Management Group

$523,772

0.01%

3,102

Tyche Wealth Partners LLC

$523,603

0.01%

3,101

Sequoia Financial Advisors, LLC

$522,084

0.01%

3,092

Flagship Private Wealth, LLC

$521,915

0.01%

3,091

Rockingstone Advisors LLC

$520,902

0.01%

3,085

TWIN FOCUS CAPITAL PARTNERS, LLC

$517,694

0.01%

3,066

Continuum Advisory, LLC

$514,317

0.01%

3,046

Sepio Capital, LP

$513,304

0.01%

3,040

NBC SECURITIES, INC.

$512,797

0.01%

3,037

Maltin Wealth Management, Inc.

$511,615

0.01%

3,030

PRINCIPAL SECURITIES, INC.

$509,082

0.01%

3,015

OAKWORTH CAPITAL, INC.

$508,745

0.01%

3,013

Centiva Capital, LP

$506,550

0.01%

3,000

WHITTIER TRUST CO OF NEVADA INC

$505,199

0.01%

2,992

Beverly Hills Private Wealth, LLC

$501,652

0.01%

2,971

Bigelow Investment Advisors, LLC

$494,899

0.01%

2,931

Connecticut Wealth Management, LLC

$492,535

0.01%

2,917

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

$492,535

0.01%

2,917

Peregrine Asset Advisers, Inc.

$492,366

0.01%

2,916

Clare Market Investments LLC

$490,509

0.01%

2,905

Kovack Advisors, Inc.

$488,651

0.01%

2,894

HARBOR INVESTMENT ADVISORY, LLC

$487,469

0.01%

2,887

Spire Wealth Management

$485,950

0.01%

2,878

Triangle Securities Wealth Management

$485,950

0.01%

2,878

CHOREO, LLC

$484,937

0.01%

2,872

Element Wealth, LLC

$484,261

0.01%

2,868

PFG Advisors

$474,299

0.01%

2,809

Joel Isaacson & Co., LLC

$472,104

0.01%

2,796

KILEY JUERGENS WEALTH MANAGEMENT, LLC

$471,935

0.01%

2,795

BRANDYWINE OAK PRIVATE WEALTH LLC

$468,558

0.01%

2,775

Wescott Financial Advisory Group, LLC

$468,052

0.01%

2,772

Joseph P. Lucia & Associates, LLC

$464,337

0.01%

2,750

CERTUITY, LLC

$464,337

0.01%

2,750

MERIDIAN INVESTMENT COUNSEL INC.

$461,635

0.01%

2,734

Kesler, Norman & Wride, LLC

$458,258

0.01%

2,714

HCR Wealth Advisors

$457,921

0.01%

2,712

Prospera Financial Services Inc

$455,726

0.01%

2,699

SlateStone Wealth, LLC

$452,518

0.01%

2,680

Simmons Bank

$451,673

0.01%

2,675

Heritage Investment Group, Inc.

$451,673

0.01%

2,675

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$451,504

0.01%

2,674

Wealth Management Partners, LLC

$450,322

0.01%

2,667

Grant Private Wealth Management Inc

$449,478

0.01%

2,662

MARATHON CAPITAL MANAGEMENT

$447,452

0.01%

2,650

Marotta Asset Management

$447,283

0.01%

2,649

VALLEY NATIONAL ADVISERS INC

$442,555

0.01%

2,621

MONTAG A & ASSOCIATES INC

$440,867

0.01%

2,611

Wellington Shields Capital Management, LLC

$440,698

0.01%

2,610

Chancellor Financial Group WB LP

$438,841

0.01%

2,599

Investmark Advisory Group LLC

$438,334

0.01%

2,596

Clearwater Capital Advisors, LLC

$438,165

0.01%

2,595

Mesirow Financial Investment Management, Inc.

$434,282

0.01%

2,572

Berger Financial Group, Inc

$432,087

0.01%

2,559

Mirae Asset Global Investments Co., Ltd.

$428,879

0.01%

2,540

COURIER CAPITAL LLC

$424,995

0.01%

2,517

RB Capital Management, LLC

$417,566

0.01%

2,473

Sowell Financial Services LLC

$414,189

0.01%

2,453

CARRET ASSET MANAGEMENT, LLC

$413,513

0.01%

2,449

Valmark Advisers, Inc.

$411,149

0.01%

2,435

Walleye Trading LLC

$405,240

0.01%

2,400

Phillips Wealth Planners LLC

$404,733

0.01%

2,397

WARNER FINANCIAL, INC

$401,694

0.01%

2,379

Carter Financial Group, INC.

$400,174

0.01%

2,370

Keystone Financial Group

$397,979

0.01%

2,357

Gerald Baker Financial Group LLC

$397,641

0.01%

2,355

Bravias Capital Group, LLC

$396,459

0.01%

2,348

COOKSON PEIRCE & CO INC

$395,277

0.01%

2,341

Dale Q Rice Investment Management Ltd

$394,602

0.01%

2,337

Jacobi Capital Management LLC

$391,900

0.01%

2,321

Cassady Wealth & Retirement Planning, LLC

$391,225

0.01%

2,317

SeaCrest Wealth Management, LLC

$388,692

0.01%

2,302

ASHTON THOMAS SECURITIES, LLC

$387,848

0.01%

2,297

Clearstead Advisors, LLC

$385,484

0.01%

2,283

Fisher Asset Management, LLC

$382,951

0.01%

2,268

MISSION WEALTH MANAGEMENT, LP

$378,561

0.01%

2,242

Neumann Capital Management, LLC

$377,886

0.01%

2,238

EVERETT HARRIS & CO /CA/

$377,379

0.01%

2,235

SeaBridge Investment Advisors LLC

$375,522

0.01%

2,224

EXENCIAL WEALTH ADVISORS, LLC

$374,678

0.01%

2,219

PAX Financial Group, LLC

$373,665

0.01%

2,213

Procyon Advisors, LLC

$373,158

0.01%

2,210

CX Institutional

$369,950

0.01%

2,191

SFE Investment Counsel

$366,066

0.01%

2,168

Outlook Wealth Advisors, LLC

$364,209

0.01%

2,157

BEACON INVESTMENT ADVISORY SERVICES, INC.

$363,027

0.01%

2,150

Vontobel Holding Ltd.

$362,858

0.01%

2,149

Avidian Wealth Enterprises, LLC

$362,689

0.01%

2,148

Sunbelt Securities, Inc.

$361,001

0.01%

2,138

SALEM INVESTMENT COUNSELORS INC

$358,975

0.01%

2,126

Bay Rivers Group

$358,299

0.01%

2,122

NATIONAL BANK OF CANADA /FI/

$357,623

0.01%

2,118

Hanson & Doremus Investment Management

$357,455

0.01%

2,117

DOVER ADVISORS, LLC

$357,455

0.01%

2,117

SBI Securities Co., Ltd.

$356,273

0.01%

2,110

FLPUTNAM INVESTMENT MANAGEMENT CO

$354,416

0.01%

2,099

CHAPIN DAVIS, INC.

$350,701

0.01%

2,077

EverSource Wealth Advisors, LLC

$350,194

0.01%

2,074

Welch & Forbes LLC

$347,324

0.01%

2,057

ALTFEST L J & CO INC

$346,311

0.01%

2,051

FIRST HORIZON CORP

$344,791

0.01%

2,042

SIGNET FINANCIAL MANAGEMENT, LLC

$340,401

0.01%

2,016

Compound Planning, Inc.

$339,557

0.01%

2,011

Merrion Investment Management Co, LLC

$337,700

0.01%

2,000

Werba Rubin Papier Wealth Management

$335,336

0.01%

1,986

FULTON BREAKEFIELD BROENNIMAN LLC

$333,985

0.01%

1,978

U.S. Capital Wealth Advisors, LLC

$331,283

0.01%

1,962

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$329,595

0.01%

1,952

BEESE FULMER INVESTMENT MANAGEMENT, INC.

$328,413

0.01%

1,945

Perigon Wealth Management, LLC

$328,244

0.01%

1,944

Parcion Private Wealth LLC

$327,569

0.01%

1,940

Bank of New Hampshire

$326,218

0.01%

1,932

FIRST MANHATTAN CO. LLC.

$322,672

0.01%

1,911

UNITED BANK

$322,165

0.01%

1,908

Banque Cantonale Vaudoise

$321,659

0.01%

1,905

Focus Partners Advisor Solutions, LLC

$321,321

0.01%

1,903

MARSHALL WACE, LLP

$320,815

0.01%

1,900

Sculati Wealth Management, LLC

$319,970

0.01%

1,895

Regent Peak Wealth Advisors LLC

$318,619

0.01%

1,887

NORTHSTAR ASSET MANAGEMENT Co

$316,593

0.01%

1,875

Mechanics Bank Trust Department

$316,593

0.01%

1,875

M&T Bank Corp

$315,749

0.01%

1,870

Nikulski Financial, Inc.

$310,346

0.01%

1,838

FIRST MERCHANTS CORP

$310,177

0.01%

1,837

Objective Capital Management, LLC

$306,462

0.01%

1,815

AE Wealth Management LLC

$305,955

0.01%

1,812

Mascagni Wealth Management, Inc.

$304,943

0.01%

1,806

Retirement Planning Co of New England, Inc.

$299,202

0.01%

1,772

Anchor Investment Management, LLC

$297,851

0.01%

1,764

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

$297,682

0.01%

1,763

CREATIVE FINANCIAL DESIGNS INC /ADV

$297,344

0.01%

1,761

Green Ridge Wealth Planning LLC

$295,487

0.01%

1,750

Global Assets Advisory, LLC

$293,967

0.01%

1,741

Horizon Wealth Management, LLC

$292,785

0.01%

1,734

B. Riley Wealth Advisors, Inc.

$292,279

0.01%

1,731

HUB Investment Partners, LLC

$292,110

0.01%

1,730

HBK Sorce Advisory LLC

$291,772

0.01%

1,728

NorthCrest Asset Manangement, LLC

$290,084

0.01%

1,718

Argent Trust Co

$289,071

0.01%

1,712

TD Waterhouse Canada Inc.

$288,395

0.01%

1,708

Byrne Asset Management LLC

$288,058

0.01%

1,706

MARSHALL WACE, LLP

$287,045

0.01%

1,700

Spinnaker Investment Group, LLC

$286,200

0.01%

1,695

Rehmann Capital Advisory Group

$285,863

0.01%

1,693

Comprehensive Financial Consultants Institutional, Inc.

$283,836

0.01%

1,681

Valeo Financial Advisors, LLC

$282,823

0.01%

1,675

Arax Advisory Partners

$281,135

0.01%

1,665

Red Door Wealth Management, LLC

$281,135

0.01%

1,665

LAUREL OAK WEALTH MANAGEMENT, LLC

$278,433

0.01%

1,649

LCNB CORP

$277,758

0.01%

1,645

Ignite Planners, LLC

$277,589

0.01%

1,644

Rollins Financial Advisors, LLC

$276,407

0.01%

1,637

Millennium Capital Advisors, LLC

$275,732

0.01%

1,633

CoreCap Advisors, LLC

$273,537

0.01%

1,620

Oxler Private Wealth LLC

$269,653

0.01%

1,597

HBW ADVISORY SERVICES LLC

$269,146

0.01%

1,594

MONEY CONCEPTS CAPITAL CORP

$260,873

0.00%

1,545

Juno Financial Group LLC

$259,522

0.00%

1,537

Penobscot Investment Management Company, Inc.

$256,652

0.00%

1,520

IFC Advisors LLC

$255,470

0.00%

1,513

AtlasMark Financial, Inc

$253,275

0.00%

1,500

Broyhill Asset Management, LLC

$253,275

0.00%

1,500

Vision Capital Management, Inc.

$253,275

0.00%

1,500

Platform Technology Partners

$251,924

0.00%

1,492

Sovran Advisors, LLC

$251,586

0.00%

1,490

REDSTONE WEALTH MANAGEMENT, LLC

$249,560

0.00%

1,478

LEVEL FOUR ADVISORY SERVICES, LLC

$248,378

0.00%

1,471

South Shore Capital Advisors

$247,196

0.00%

1,464

Castle Rock Wealth Management, LLC

$245,845

0.00%

1,456

PW Nova Financial Services LLC

$241,624

0.00%

1,431

NWAM LLC

$237,740

0.00%

1,408

Bond & Devick Financial Network, Inc.

$236,896

0.00%

1,403

FORTRESS PRIVATE LEDGER, LLC

$233,013

0.00%

1,380

Caldwell Trust Co

$230,986

0.00%

1,368

High Net Worth Advisory Group LLC

$227,947

0.00%

1,350

North Star Investment Management Corp.

$227,440

0.00%

1,347

Florida Trust Wealth Management Co

$226,934

0.00%

1,344

Essex LLC

$224,739

0.00%

1,331

QRG CAPITAL MANAGEMENT, INC.

$222,037

0.00%

1,315

Kaydan Wealth Management, Inc.

$220,180

0.00%

1,304

MARSHALL WACE, LLP

$219,505

0.00%

1,300

Madrona Financial Services, LLC

$219,505

0.00%

1,300

Sterling Investment Counsel, LLC

$218,829

0.00%

1,296

RDA Financial Network

$218,660

0.00%

1,295

Ellsworth Advisors, LLC

$215,452

0.00%

1,276

HighPoint Advisor Group LLC

$210,218

0.00%

1,245

Passive Capital Management, LLC.

$209,036

0.00%

1,238

Keudell/Morrison Wealth Management

$208,529

0.00%

1,235

Samalin Investment Counsel, LLC

$207,854

0.00%

1,231

Edge Wealth Management LLC

$207,178

0.00%

1,227

DAYMARK WEALTH PARTNERS, LLC

$207,010

0.00%

1,226

LightSquare Wealth Management, LLC

$205,490

0.00%

1,217

Cornerstone Wealth Group, LLC

$204,815

0.00%

1,213

TCP Asset Management, LLC

$203,464

0.00%

1,205

ASL Financial, LLC

$202,620

0.00%

1,200

LFA - Lugano Financial Advisors SA

$202,620

0.00%

1,200

UNION SAVINGS BANK

$202,619

0.00%

1,200

Next Level Private LLC

$201,438

0.00%

1,193

RETIREMENT INCOME SOLUTIONS, INC

$200,256

0.00%

1,186

Embree Financial Group

$200,256

0.00%

1,186

EPG Wealth Management LLC

$198,398

0.00%

1,175

ST GERMAIN D J CO INC

$197,554

0.00%

1,170

Union Bancaire Privee, UBP SA

$194,177

0.00%

1,150

LMR Partners LLP

$194,008

0.00%

1,149

CALDWELL SUTTER CAPITAL, INC.

$192,826

0.00%

1,142

Bangor Savings Bank

$185,566

0.00%

1,099

BOKF, NA

$183,539

0.00%

1,087

PITTENGER & ANDERSON INC

$177,292

0.00%

1,050

TD PRIVATE CLIENT WEALTH LLC

$177,292

0.00%

1,050

HOWE & RUSLING INC

$171,045

0.00%

1,013

Blue Trust, Inc.

$165,810

0.00%

982

Register Financial Advisors LLC

$165,135

0.00%

978

MOGY JOEL R INVESTMENT COUNSEL INC

$164,628

0.00%

975

Portfolio Resources Advisor Group, Inc.

$164,122

0.00%

972

Quaker Wealth Management, LLC

$163,784

0.00%

970

PRIVATE TRUST CO NA

$162,940

0.00%

965

Optiver Holding B.V.

$158,887

0.00%

941

Sound Income Strategies, LLC

$158,719

0.00%

940

CDKV HOLDINGS LLC

$155,679

0.00%

922

CENTAURUS FINANCIAL, INC.

$152,471

0.00%

903

Wellington Shields & Co., LLC

$151,965

0.00%

900

Smithfield Trust Co

$135,080

0.00%

800

QUADRANT CAPITAL GROUP LLC

$135,080

0.00%

800

Sava Infond d.o.o.

$135,080

0.00%

800

AdvisorNet Financial, Inc

$127,819

0.00%

757

Golden State Wealth Management, LLC

$125,962

0.00%

746

Parallel Advisors, LLC

$125,624

0.00%

744

LOM Asset Management Ltd

$124,949

0.00%

740

Activest Wealth Management

$119,545

0.00%

708

Financial Perspectives, Inc

$118,195

0.00%

700

Fourth Dimension Wealth, LLC

$116,337

0.00%

689

Finley Financial, LLC

$113,973

0.00%

675

GAMMA Investing LLC

$112,622

0.00%

667

Winch Advisory Services, LLC

$110,259

0.00%

653

Innovative Asset Advisors Group, LLC

$108,739

0.00%

644

Rossby Financial, LCC

$107,557

0.00%

637

Strive Financial Group ,LLC

$107,050

0.00%

634

Wilmington Savings Fund Society, FSB

$106,037

0.00%

628

Pacific Center for Financial Services

$105,193

0.00%

623

HAZLETT, BURT & WATSON, INC.

$102,828

0.00%

609

Rossmore Private Capital

$101,141

0.00%

599

WOLFF WIESE MAGANA LLC

$97,933

0.00%

580

BARRETT & COMPANY, INC.

$95,569

0.00%

566

United Financial Planning Group LLC

$94,218

0.00%

558

Vermillion Wealth Management, Inc.

$89,659

0.00%

531

Westfuller Advisors, LLC

$88,983

0.00%

527

SIGNATUREFD, LLC

$87,126

0.00%

516

Russell Investments Group, Ltd.

$84,256

0.00%

499

Plante Moran Financial Advisors, LLC

$83,074

0.00%

492

MassMutual Private Wealth & Trust, FSB

$81,723

0.00%

484

Asset Dedication, LLC

$80,203

0.00%

475

Realta Investment Advisors

$76,995

0.00%

456

SOA Wealth Advisors, LLC.

$76,657

0.00%

454

BAYBAN

$72,943

0.00%

432

Founders Financial Alliance, LLC

$71,592

0.00%

424

MATHER GROUP, LLC.

$71,423

0.00%

423

Dynamic Wealth Strategies, LLC

$71,254

0.00%

422

Comprehensive Financial Planning, Inc./PA

$70,748

0.00%

419

Y.D. More Investments Ltd

$65,007

0.00%

385

Archer Investment Corp

$63,994

0.00%

379

GUARDIAN WEALTH ADVISORS, LLC / NC

$62,812

0.00%

372

Geneos Wealth Management Inc.

$58,759

0.00%

348

Hurley Capital, LLC

$57,577

0.00%

341

Addison Advisors LLC

$57,409

0.00%

340

Crews Bank & Trust

$55,720

0.00%

330

Main Management LLC

$50,655

0.00%

300

Security National Bank

$50,655

0.00%

300

Trifecta Capital Advisors, LLC

$50,655

0.00%

300

THOMPSON INVESTMENT MANAGEMENT, INC.

$49,135

0.00%

291

N.E.W. Advisory Services LLC

$45,927

0.00%

272

Parkside Financial Bank & Trust

$45,082

0.00%

267

HM PAYSON & CO

$44,745

0.00%

265

Bogart Wealth, LLC

$44,238

0.00%

262

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

$43,901

0.00%

260

High Note Wealth, LLC

$43,394

0.00%

257

TRUST CO OF TOLEDO NA /OH/

$42,212

0.00%

250

Quintet Private Bank (Europe) S.A.

$42,212

0.00%

250

Johnson Financial Group, Inc.

$42,212

0.00%

250

Harbor Asset Planning, Inc.

$41,874

0.00%

248

Bradley & Co. Private Wealth Management, LLC

$41,368

0.00%

245

Key Financial Inc

$41,199

0.00%

244

Financial Gravity Asset Management, Inc.

$39,004

0.00%

231

VSM Wealth Advisory, LLC

$38,497

0.00%

228

Strategic Wealth Advisors LLC

$35,120

0.00%

208

ANGELES WEALTH MANAGEMENT, LLC

$34,951

0.00%

207

Cornerstone Planning Group LLC

$34,783

0.00%

206

HIGHLINE WEALTH PARTNERS LLC

$34,614

0.00%

205

Copia Wealth Management

$34,445

0.00%

204

Darwin Wealth Management, LLC

$33,770

0.00%

200

Cordgrass Capital Advisors, LLC

$31,912

0.00%

189

Mascoma Wealth Management LLC

$31,574

0.00%

187

ARMSTRONG ADVISORY GROUP, INC

$31,574

0.00%

187

TSFG, LLC

$30,730

0.00%

182

HORIZON BANCORP INC /IN/

$30,561

0.00%

181

Advanced Asset Management Advisors Inc

$30,393

0.00%

180

Front Row Advisors LLC

$30,393

0.00%

180

HHM Wealth Advisors, LLC

$29,548

0.00%

175

CARY STREET PARTNERS FINANCIAL LLC

$29,379

0.00%

174

Rosenberg Matthew Hamilton

$27,353

0.00%

162

Dunhill Financial, LLC

$25,834

0.00%

153

Basepoint Wealth LLC

$25,665

0.00%

152

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

$25,327

0.00%

150

CVA Family Office, LLC

$25,327

0.00%

150

Main Street Group, LTD

$21,950

0.00%

130

SouthState Bank Corp

$21,612

0.00%

128

Ascentis Independent Advisors

$21,443

0.00%

127

Glass Jacobson Investment Advisors llc

$20,599

0.00%

122

PHILLIPS FINANCIAL MANAGEMENT, LLC

$20,430

0.00%

121

JDM Financial Group LLC

$20,430

0.00%

121

WPG Advisers, LLC

$19,755

0.00%

117

TWIN PEAKS WEALTH ADVISORS, LLC

$19,755

0.00%

117

West Branch Capital LLC

$19,248

0.00%

114

DEUTSCHE BANK AG\

$18,573

0.00%

110

Ascentis Wealth Management, LLC

$17,898

0.00%

106

Bravera Wealth

$17,729

0.00%

105

Financial Freedom, LLC

$17,053

0.00%

101

SOUTHERN MICHIGAN BANK & TRUST

$16,885

0.00%

100

Vision Retirement, LLC

$16,885

0.00%

100

Lodestone Wealth Management LLC

$14,689

0.00%

87

Independence Bank of Kentucky

$14,352

0.00%

85

Princeton Global Asset Management LLC

$13,508

0.00%

80

Missouri Trust & Investment Co

$13,508

0.00%

80

ADVISORTRUST PARTNERS, LLC

$13,339

0.00%

79

Morton Brown Family Wealth, LLC

$13,339

0.00%

79

SITTNER & NELSON, LLC

$13,001

0.00%

77

RICHARDS, MERRILL & PETERSON, INC.

$12,663

0.00%

75

Sage Mountain Advisors LLC

$12,663

0.00%

75

High Point Wealth Management, LLC

$12,663

0.00%

75

Centennial Bank/AR/

$12,663

0.00%

75

Physician Wealth Advisors, Inc.

$11,819

0.00%

70

Hilton Head Capital Partners, LLC

$11,481

0.00%

68

Creative Capital Management Investments LLC

$11,481

0.00%

68

BankChampaign, National Association

$10,975

0.00%

65

Breakwater Investment Management

$10,637

0.00%

63

DUNCKER STREETT & CO INC

$10,637

0.00%

63

GABLES CAPITAL MANAGEMENT INC.

$10,131

0.00%

60

RESOURCES MANAGEMENT CORP /CT/ /ADV

$9,624

0.00%

57

Wealth Enhancement Trust Services, Inc.

$9,286

0.00%

55

Pioneer Family Office, LLC

$9,286

0.00%

55

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

$8,780

0.00%

52

EVERMAY WEALTH MANAGEMENT LLC

$8,442

0.00%

50

Trust Co

$8,442

0.00%

50

Anfield Capital Management, LLC

$7,935

0.00%

47

MTM Investment Management, LLC

$7,767

0.00%

46

Napier Financial, LLC

$7,598

0.00%

45

JFS WEALTH ADVISORS, LLC

$7,598

0.00%

45

WealthShield Partners, LLC

$7,429

0.00%

44

EASTERN BANK

$7,260

0.00%

43

MOTCO

$7,091

0.00%

42

Powell Investment Advisors, LLC

$6,754

0.00%

40

Nova Wealth Management, Inc.

$6,754

0.00%

40

Gunpowder Capital Management, LLC dba Oliver Wealth Management

$6,585

0.00%

39

DHJJ Financial Advisors, Ltd.

$5,909

0.00%

35

Wagner Wealth Management, LLC

$5,909

0.00%

35

Tradewinds Capital Management, LLC

$5,909

0.00%

35

Game Plan Financial Advisors, LLC

$5,740

0.00%

34

IMG Wealth Management, Inc.

$5,572

0.00%

33

Avion Wealth

$5,234

0.00%

31

CURIO WEALTH, LLC

$5,065

0.00%

30

Acumen Wealth Advisors, LLC

$5,065

0.00%

30

Richard W. Paul & Associates, LLC

$4,727

0.00%

28

MORRIS FINANCIAL CONCEPTS, INC.

$4,558

0.00%

27

GoalVest Advisory LLC

$4,221

0.00%

25

Quest 10 Wealth Builders, Inc.

$4,221

0.00%

25

FIRST COMMUNITY TRUST NA

$3,883

0.00%

23

Global Trust Asset Management, LLC

$3,377

0.00%

20

AMERICAN NATIONAL BANK & TRUST

$3,208

0.00%

19

Stone House Investment Management, LLC

$2,701

0.00%

16

CITY HOLDING CO

$2,532

0.00%

15

Barnes Dennig Private Wealth Management LLC

$2,532

0.00%

15

EVOLUTION WEALTH MANAGEMENT INC.

$2,363

0.00%

14

BIRCHBROOK, INC.

$2,026

0.00%

12

WFA of San Diego, LLC

$1,857

0.00%

11

Smallwood Wealth Investment Management, LLC

$1,688

0.00%

10

Legacy Wealth Managment, LLC/ID

$1,519

0.00%

9

Horizon Investments, LLC

$1,350

0.00%

8

Pinnacle Wealth Planning Services, Inc.

$1,350

0.00%

8

Founders Capital Management

$1,013

0.00%

6

Elevated Capital Advisors, LLC

$675

0.00%

4

Root Financial Partners, LLC

$675

0.00%

4

Western Pacific Wealth Management, LP

$506

0.00%

3

Gen-Wealth Partners Inc

$41

0.00%

0

1 NORTH WEALTH SERVICES LLC

$15

0.00%

0

OGOREK ANTHONY JOSEPH /NY/ /ADV

$3

0.00%

20

FNY Investment Advisers, LLC

$1

0.00%

10

Covestor Ltd

$1

0.00%

3

IBB · iShares Biotechnology ETF

Institutional Ownership Trend

Superinvestors Holding IBB

Holder Concentration

Quarterly Activity

Top Buyers

Top Sellers

Top New Positions

Top Sold-Out Positions