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Ishares Ibonds DEC 2026 Term (IBDR)

CUSIP: 46435GAA0 | NYSE | 762 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lido Advisors, LLC4,614,449
0.3% of portfolio›$111.9M
Commonwealth Equity Services, LLC1,625,761
0.1% of portfolio›$39.4M
Kathmere Capital Management, LLC1,582,937
1.9% of portfolio›$38.4M
Gratus Wealth Advisors, LLC1,529,065
4.7% of portfolio›$37.1M
Howland Capital Management LLC1,441,640
1.2% of portfolio›$34.9M
Kestra Advisory Services, LLC1,191,330
0.1% of portfolio›$28.9M
Sigma Investment Counselors Inc1,148,835
1.3% of portfolio›$27.8M
RVW Wealth, LLC1,100,432
1.7% of portfolio›$26.7M
Mesirow Financial Investment Management, Inc.866,403
0.3% of portfolio›$21.0M
Truist Financial Corp819,561
0.0% of portfolio›$19.9M
IFS Advisors, LLC797,081
5.8% of portfolio›$19.3M
Venture Visionary Partners LLC750,158
0.5% of portfolio›$18.2M
MV Capital Management, Inc.732,078
1.6% of portfolio›$17.7M
Rebalance, LLC716,926
0.9% of portfolio›$17.4M
Glenview Trust Co715,319
0.2% of portfolio›$17.3M
Cowa, LLC691,875
4.1% of portfolio›$16.8M
US Bancorp \de\680,862
0.0% of portfolio›$16.5M
NovaPoint Capital, LLC537,504
2.8% of portfolio›$13.0M
Balentine LLC497,081
0.4% of portfolio›$12.0M
Strid Group, LLC488,967
1.3% of portfolio›$11.9M
Central Trust Co481,030
0.2% of portfolio›$11.7M
IFP Advisors, Inc469,655
0.2% of portfolio›$11.4M
MCF Advisors LLC454,085
0.4% of portfolio›$11.0M
Thrivent Financial for Lutherans423,154
0.0% of portfolio›$10.2M
Arcadia Investment Advisors LLC395,176
4.0% of portfolio›$9.6M
Atria Investments, Inc389,641
0.1% of portfolio›$9.4M
InvesTrust384,830
3.8% of portfolio›$9.3M
Capital Investment Advisors, LLC375,305
0.1% of portfolio›$9.1M
First National Trust Co363,321
0.3% of portfolio›$8.8M
SAX Wealth Advisors, LLC345,388
0.2% of portfolio›$8.4M
Parallel Advisors, LLC316,614
0.1% of portfolio›$7.7M
Lyell Wealth Management, LP296,433
0.4% of portfolio›$7.2M
Cornerstone Planning, LLC289,885
1.4% of portfolio›$7.0M
Virginia Wealth Management Group, Inc.253,011
3.0% of portfolio›$6.1M
Aviance Capital Partners, LLC249,218
0.6% of portfolio›$6.0M
Fulton Breakefield Broenniman LLC246,629
0.3% of portfolio›$6.0M
Resonant Capital Advisors, LLC239,266
0.3% of portfolio›$5.8M
Delta Wealth Advisors LLC238,821
4.0% of portfolio›$5.8M
Prospera Financial Services Inc232,069
0.1% of portfolio›$5.6M
4Thought Financial Group Inc.227,381
2.6% of portfolio›$5.5M
Guidance Point Advisors, LLC216,466
1.1% of portfolio›$5.2M
Regions Financial Corp207,823
0.0% of portfolio›$5.0M
Praetorian Wealth Management, Inc.199,371
0.8% of portfolio›$4.8M
Laurel Wealth Advisors LLC194,968
0.4% of portfolio›$4.7M
Precedent Wealth Partners, LLC194,629
0.7% of portfolio›$4.7M
Sowell Financial Services LLC193,165
0.2% of portfolio›$4.7M
Wealth Enhancement Advisory Services, LLC186,436
0.0% of portfolio›$4.5M
Creative Planning185,775
0.0% of portfolio›$4.5M
McGlone Suttner Wealth Management, Inc.169,716
0.5% of portfolio›$4.1M
High Note Wealth, LLC166,036
0.7% of portfolio›$4.0M
Moneco Advisors, LLC163,720
0.2% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.160,947
0.0% of portfolio›$3.9K
Beese Fulmer Investment Management, Inc.149,626
0.2% of portfolio›$3.6M
Foundation Wealth Management, LLC148,673
1.9% of portfolio›$3.6M
Arrow Financial Corp148,253
0.3% of portfolio›$3.6M
Scissortail Wealth Management, LLC140,614
0.6% of portfolio›$3.4M
Phillips Financial Management, LLC135,652
0.3% of portfolio›$3.3M
Integrated Advisors Network LLC135,583
0.2% of portfolio›$3.3M
Sonata Capital Group Inc134,070
1.0% of portfolio›$3.2M
Rubicon Advisors, GP132,570
2.2% of portfolio›$3.2M
Forvis Mazars Wealth Advisors, LLC128,607
0.1% of portfolio›$3.1M
Matthew Goff Investment Advisor, LLC127,356
0.5% of portfolio›$3.1M
Kestra Private Wealth Services, LLC124,833
0.0% of portfolio›$3.0M
Scott Capital Advisors, LLC121,202
0.4% of portfolio›$2.9M
New England Private Wealth Advisors LLC112,371
0.3% of portfolio›$2.7M
Riverchase Wealth Management, LLC109,937
1.3% of portfolio›$2.7M
Associated Banc-Corp109,115
0.1% of portfolio›$2.6M
Brighton Securities Corp.106,106
1.1% of portfolio›$2.6M
Centennial Advisors, LLC104,001
3.0% of portfolio›$2.5M
Harbor Investment Advisory, LLC101,834
0.2% of portfolio›$2.5M
Keeler Thomas Management LLC97,465
0.9% of portfolio›$2.4M
SMI Advisory Services, LLC94,694
0.4% of portfolio›$2.3M
Leo Wealth, LLC89,698
0.5% of portfolio›$2.2M
Endowment Wealth Management, Inc.88,856
0.7% of portfolio›$2.2M
Klaas Financial Asset Advisors, LLC85,618
0.3% of portfolio›$2.1M
Rossmore Private Capital85,003
0.2% of portfolio›$2.1M
4J Wealth Management LLC82,721
0.9% of portfolio›$2.0M
Breachway Investments LLC81,403
3.0% of portfolio›$2.0M
Livet Wealth, LLC80,677
1.1% of portfolio›$2.0M
Montecito Bank & Trust79,760
0.3% of portfolio›$1.9M
Cove Private Wealth, LLC78,501
0.3% of portfolio›$1.9M
Davenport & Co LLC76,597
0.0% of portfolio›$1.9M
First Fiduciary Investment Counsel, Inc.72,509
0.0% of portfolio›$1.8K
Conrad Siegel Investment Advisors, Inc.72,096
0.3% of portfolio›$1.7M
Valley Wealth Managers, Inc.67,483
0.1% of portfolio›$1.6M
Bank of New York Mellon Corp67,130
0.0% of portfolio›$1.6M
Penobscot Investment Management Company, Inc.66,672
0.1% of portfolio›$1.6M
Arcataur Capital Management LLC66,338
0.4% of portfolio›$1.6M
Foundry Financial Group, Inc.65,525
0.7% of portfolio›$1.6M
Commonwealth Financial Services, LLC62,641
0.3% of portfolio›$1.5M
James Investment Research, Inc.61,982
0.2% of portfolio›$1.5M
Colton Groome Financial Advisors, LLC60,469
0.3% of portfolio›$1.5M
Redwood Financial Network Corp60,111
0.8% of portfolio›$1.5M
Cornell Pochily Investment Advisors, Inc.58,474
0.4% of portfolio›$1.4M
Collaborative Fund Advisors, LLC57,562
0.8% of portfolio›$1.4M
Chesley Taft & Associates LLC57,182
0.1% of portfolio›$1.4M
J.W. Cole Advisors, Inc.57,044
0.0% of portfolio›$1.4M
Beacon Financial Group52,793
0.1% of portfolio›$1.3M
Archford Capital Strategies, LLC52,483
0.1% of portfolio›$1.3M
Johnson Bixby & Associates, LLC51,157
0.1% of portfolio›$1.2M
Windsor Capital Management, LLC50,393
0.3% of portfolio›$1.2M
Dudley Capital Management, LLC49,070
0.5% of portfolio›$1.2M
Wesbanco Bank Inc48,950
0.0% of portfolio›$1.2M
Concurrent Investment Advisors, LLC47,906
0.0% of portfolio›$1.2M
Sightline Wealth Advisors, LLC47,715
0.5% of portfolio›$1.2M
Iron Financial LLC44,044
0.4% of portfolio›$1.1M
Cannon Financial Strategists, Inc.40,778
0.1% of portfolio›$988.5K
Private Client Services, LLC40,447
0.3% of portfolio›$980.4K
Straight Path Wealth Management40,384
0.2% of portfolio›$978.9K
ADG Wealth Management Group, LLC39,804
0.6% of portfolio›$964.9K
Blue Square Asset Management, LLC38,898
0.4% of portfolio›$942.9K
Great Diamond Partners, LLC38,550
0.2% of portfolio›$934.5K
Woodley Farra Manion Portfolio Management Inc37,502
0.0% of portfolio›$909.0K
Sigma Planning Corp37,376
0.0% of portfolio›$906.0K
Probity Advisors, Inc.36,588
0.1% of portfolio›$886.9K
Twin Cities Retirement Group LLC36,533
0.7% of portfolio›$885.6K
Wealth Advisory Solutions, LLC35,761
0.2% of portfolio›$866.8K
XY Planning Network, Inc.35,199
0.1% of portfolio›$853.2K
MGO One Seven LLC35,148
0.0% of portfolio›$852.0K
Farther Finance Advisors, LLC35,082
0.0% of portfolio›$850.4K
Atwater Malick LLC35,040
0.2% of portfolio›$849.4K
Beacon Financial Planning, Inc34,787
0.3% of portfolio›$843.2K
Tlwm34,520
0.1% of portfolio›$836.8K
Duncker Streett & Co Inc34,270
0.1% of portfolio›$830.7K
Walser Wealth Management Company, A Ltd Liability Co34,202
0.3% of portfolio›$829.1K
Bullock Wealth Management Group33,960
0.3% of portfolio›$820.5K
Prosperity Planning, Inc.33,361
0.2% of portfolio›$808.7K
Schuylkill Financial LLC32,518
0.8% of portfolio›$788.2K
DecisionMap Wealth Management, LLC32,183
0.4% of portfolio›$780.1K
Strategic Blueprint, LLC31,765
0.0% of portfolio›$770.0K
First Interstate Bank30,949
0.0% of portfolio›$750.2K
River's Edge Wealth Management, LLC30,628
0.6% of portfolio›$741.2K
Adirondack Trust Co30,199
0.2% of portfolio›$731.7K
Patriot Investment Management Group, Inc.28,949
0.0% of portfolio›$701.7K
Avantax Planning Partners, Inc.27,241
0.0% of portfolio›$660.3K
Curbstone Financial Management Corp27,124
0.1% of portfolio›$657.5K
Diversify Wealth Management, LLC26,919
0.0% of portfolio›$651.3K
Diversify Advisory Services, LLC26,919
0.0% of portfolio›$651.3K
Signaturefd, LLC26,562
0.0% of portfolio›$643.9K
Barrett & Company, Inc.25,898
0.2% of portfolio›$627.8K
HUB Investment Partners, LLC25,742
0.0% of portfolio›$624.0K
Princeton Global Asset Management LLC25,146
0.1% of portfolio›$609.5K
Tableaux LLC25,088
0.2% of portfolio›$608.1K
Spire Wealth Management23,606
0.0% of portfolio›$572.2K
Ellis Investment Partners, LLC23,482
0.1% of portfolio›$569.2K
Aspen Wealth Management LLC22,516
0.1% of portfolio›$545.8K
KPP Advisory Services LLC21,915
0.1% of portfolio›$531.2K
Provenance Wealth Advisors, LLC20,610
0.0% of portfolio›$499.6K
Cherry Tree Wealth Management, LLC20,380
0.1% of portfolio›$494.0K
Lee Financial Co19,330
0.1% of portfolio›$468.6K
Gateway Investment Advisers LLC18,547
0.0% of portfolio›$449.6K
S.E.E.D. Planning Group LLC17,644
0.1% of portfolio›$427.7K
Robinson Smith Wealth Advisors LLC17,302
0.3% of portfolio›$419.4K
Ascentis Independent Advisors17,100
0.0% of portfolio›$414.5K
Autumn Glory Partners, LLC17,026
0.1% of portfolio›$412.7K
Maryland Capital Advisors Inc.16,877
0.1% of portfolio›$409.1K
Alliance Wealth Advisors, LLC16,605
0.1% of portfolio›$402.5K
KFG LLC16,580
0.3% of portfolio›$401.9K
Focus Financial Network, Inc.16,352
0.0% of portfolio›$396.4K
Summit Asset Management, LLC16,347
0.1% of portfolio›$396.3K
Brookstone Capital Management16,066
0.0% of portfolio›$389.4K
Wiregrass Investment Management LLC15,700
0.3% of portfolio›$380.6K
Axxcess Wealth Management, LLC15,432
0.0% of portfolio›$374.1K
Pine Haven Investment Counsel, Inc15,200
0.2% of portfolio›$368.4K
Walleye Partners, LLC15,121
0.4% of portfolio›$366.5K
Old Mission Investment Co LLC14,657
0.1% of portfolio›$355.3K
Koshinski Asset Management, Inc.14,155
0.0% of portfolio›$343.1K
Fifth Third Bancorp14,085
0.0% of portfolio›$341.4K
Financial Advisory Corp13,859
0.0% of portfolio›$336.0K
Yoder Wealth Management, Inc.13,850
0.1% of portfolio›$335.7K
Valley Forge Investment Consultants Inc ADV13,672
0.1% of portfolio›$331.4K
StoneX Group Inc.13,592
0.0% of portfolio›$329.5K
Stockman Wealth Management, Inc.13,382
0.0% of portfolio›$324.4K
Cornerstone Wealth Management, LLC13,308
0.0% of portfolio›$322.6K
Aprio Wealth Management, LLC13,205
0.0% of portfolio›$320.1K
Cooper S Advisors, LLC12,706
0.1% of portfolio›$308.0K
Ferguson Johnson Wealth Management Inc12,593
0.2% of portfolio›$305.3K
Foster Dykema Cabot & Partners, LLC12,500
0.0% of portfolio›$303.0K
Focused Alpha, LLC12,346
0.1% of portfolio›$299.3K
Gradient Capital Advisors, LLC12,312
0.1% of portfolio›$298.4K
Murphy, Middleton, Hinkle & Parker, Inc.12,263
0.1% of portfolio›$297.3K
Trust Co11,859
0.0% of portfolio›$287.5K
Csenge Advisory Group11,779
0.0% of portfolio›$285.5K
Krilogy Financial LLC11,679
0.0% of portfolio›$282.5K
Buttonwood Financial Advisors Inc.11,658
0.1% of portfolio›$282.6K
AMG National Trust Bank11,598
0.0% of portfolio›$281.1K
Meridian Wealth Management, LLC11,595
0.0% of portfolio›$281.1K
True Private Wealth Advisors11,503
0.0% of portfolio›$278.9K
Welch & Forbes LLC11,298
0.0% of portfolio›$273.9K
Asset One Wealth Management LLC11,291
0.0% of portfolio›$273.7K
Oppenheimer & Co Inc11,096
0.0% of portfolio›$269.0K
International Assets Investment Management, LLC10,922
0.0% of portfolio›$263.9K
Crusonia Wealth Advisors LLC10,787
0.0% of portfolio›$261.5K
Chicago Partners Investment Group LLC10,779
0.0% of portfolio›$261.1K
Greenspring Advisors, LLC10,758
0.0% of portfolio›$260.8K
BridgePort Financial Solutions, LLC10,745
0.1% of portfolio›$260.5K
Highland Financial Advisors, LLC10,575
0.1% of portfolio›$256.3K
VestGen Advisors, LLC10,565
0.0% of portfolio›$256.1K
Meyer Handelman Co10,309
0.0% of portfolio›$249.9K
Ledyard National Bank10,300
0.0% of portfolio›$249.7K
Horizons Wealth Management10,295
0.2% of portfolio›$249.6K
Choreo, LLC10,104
0.0% of portfolio›$244.9K
Mlp3, LLC9,938
0.2% of portfolio›$240.9K
Baker Tilly Wealth Management, LLC9,760
0.0% of portfolio›$236.6K
Trinity Wealth Management, LLC9,708
0.1% of portfolio›$235.3K
Trust Point Inc.9,532
0.0% of portfolio›$231.1K
Cypress Wealth Services, LLC9,399
0.0% of portfolio›$227.3K
Prime Capital Investment Advisors, LLC9,318
0.0% of portfolio›$225.9K
Certior Financial Group, LLC9,310
0.1% of portfolio›$225.7K
Fortune Financial Group, Inc.9,108
0.2% of portfolio›$220.8K
Calamos Wealth Management LLC9,060
0.0% of portfolio›$219.6K
Summit Place Financial Advisors, LLC9,000
0.1% of portfolio›$218.2K
Indivisible Partners8,823
0.0% of portfolio›$213.9K
Avidian Wealth Enterprises, LLC8,731
0.0% of portfolio›$211.6K
Journey Advisory Group, LLC8,664
0.0% of portfolio›$210.0K
Klingman & Associates, LLC8,610
0.0% of portfolio›$208.7K
MinichMacGregor Wealth Management, LLC8,590
0.0% of portfolio›$208.2K
Caliber Wealth Management, LLC / KS8,481
0.0% of portfolio›$205.6K
Comprehensive Financial Consultants Institutional, Inc.8,324
0.1% of portfolio›$201.8K
Asset Dedication, LLC7,514
0.0% of portfolio›$182.1K
Next Level Wealth Planning, LLC6,615
0.1% of portfolio›$160.3K
Coastline Trust Co5,997
0.0% of portfolio›$145.4K
TD Waterhouse Canada Inc.5,015
0.0% of portfolio›$121.2K
Phillip James Consulting Co.4,150
0.1% of portfolio›$100.6K
Tompkins Financial Corp4,126
0.0% of portfolio›$100.0K
Private Trust Co NA3,907
0.0% of portfolio›$94.7K
Align Financial, LLC3,646
0.0% of portfolio›$88.4K
Bank of New Hampshire3,000
0.0% of portfolio›$72.7K
United Community Bank2,615
0.0% of portfolio›$63.4K
Valley National Advisers Inc2,583
0.0% of portfolio›$62.6K
AlphaCore Capital LLC2,500
0.0% of portfolio›$60.6K
Burkett Financial Services, LLC2,407
0.0% of portfolio›$58.3K
Bokf, NA2,400
0.0% of portfolio›$58.2K
Physician Wealth Advisors, Inc.2,375
0.0% of portfolio›$57.6K
Sarver Vrooman Wealth Advisors2,194
0.0% of portfolio›$53.2K
MTM Investment Management, LLC2,000
0.0% of portfolio›$48.5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,000
0.0% of portfolio›$48.5K
Peck Wealth Management, LLC2,000
0.0% of portfolio›$48.5K
Armstrong Advisory Group, Inc1,670
0.0% of portfolio›$40.5K
Robbins Farley1,405
0.0% of portfolio›$34.1K
Legacy Bridge, LLC1,392
0.0% of portfolio›$33.7K
Pinnacle Bancorp, Inc.1,285
0.0% of portfolio›$31.1K
Hyposwiss Advisors SA1,035
0.0% of portfolio›$25.1K
Ashton Thomas Private Wealth, LLC1,034
0.0% of portfolio›$25.1K
Assetmark, Inc876
0.0% of portfolio›$21.2K
Blue Trust, Inc.801
0.0% of portfolio›$19.4K
Kennebec Savings Bank665
0.0% of portfolio›$16.1K
Buck Wealth Strategies, LLC439
0.0% of portfolio›$10.6K
IMG Wealth Management, Inc.219
0.0% of portfolio›$5.3K
Evolution Wealth Management Inc.135
0.0% of portfolio›$3.3K
Hoey Investments, Inc120
0.0% of portfolio›$2.9K
Financial Consulate, Inc1
0.0% of portfolio›$25
StyleTurnoverLocationFiled
Lido Advisors, LLC
4,614,449$111.9M0.3%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
1,625,761$39.4M0.1%ETFLowWaltham, MA2026-11-02
Kathmere Capital Management, LLC
1,582,937$38.4M1.9%ETFLowWayne, PA2026-10-20
Gratus Wealth Advisors, LLC
1,529,065$37.1M4.7%ETFLowVirginia Beach, VA2026-10-26
Howland Capital Management LLC
1,441,640$34.9M1.2%CoreLowBoston, MA2026-10-22
Kestra Advisory Services, LLC
1,191,330$28.9M0.1%CoreLowAustin, TX2026-11-02
Sigma Investment Counselors Inc
1,148,835$27.8M1.3%ETFLowNorthville, MI2026-10-27
RVW Wealth, LLC
1,100,432$26.7M1.7%ETFVery LowLos Angeles, CA2026-10-06
Mesirow Financial Investment Management, Inc.
866,403$21.0M0.3%CoreLowChicago, IL2026-11-05
Truist Financial Corp
819,561$19.9M0.0%CoreLowCharlotte, NC2026-10-30
IFS Advisors, LLC
797,081$19.3M5.8%ETFLowOverland Park, KS2026-10-14
Venture Visionary Partners LLC
750,158$18.2M0.5%CoreLowSylvania, OH2026-10-07
MV Capital Management, Inc.
732,078$17.7M1.6%ETFLowBethesda, MD2026-10-29
Rebalance, LLC
716,926$17.4M0.9%ETFVery LowPalo Alto, CA2026-10-22
Glenview Trust Co
715,319$17.3M0.2%GrowthVery LowLouisville, KY2026-10-28
Cowa, LLC
691,875$16.8M4.1%ETFMediumTulsa, OK2026-10-30
US Bancorp \de\
680,862$16.5M0.0%IndexLowMinneapolis, MN2026-11-05
NovaPoint Capital, LLC
537,504$13.0M2.8%CoreLowAtlanta, GA2026-10-22
Balentine LLC
497,081$12.0M0.4%ETFLowAtlanta, GA2026-11-03
Strid Group, LLC
488,967$11.9M1.3%ETFLowNewtown Square, PA2026-10-28
Central Trust Co
481,030$11.7M0.2%CoreLowJefferson City, MO2026-11-05
IFP Advisors, Inc
469,655$11.4M0.2%GrowthLowTampa, FL2026-10-16
MCF Advisors LLC
454,085$11.0M0.4%ETFLowLexington, KY2026-10-28
Thrivent Financial for Lutherans
423,154$10.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Arcadia Investment Advisors LLC
395,176$9.6M4.0%ETFLowEagle, ID2026-10-13
Atria Investments, Inc
389,641$9.4M0.1%CoreMediumCharlotte, NC2026-10-15
InvesTrust
384,830$9.3M3.8%CoreLowOklahoma City, OK2026-10-14
Capital Investment Advisors, LLC
375,305$9.1M0.1%CoreLowAtlanta, GA2026-10-22
First National Trust Co
363,321$8.8M0.3%GrowthLowJohnstown, PA2026-10-28
SAX Wealth Advisors, LLC
345,388$8.4M0.2%ETFVery LowParsippany, NJ2026-10-13
Parallel Advisors, LLC
316,614$7.7M0.1%IndexLowSan Francisco, CA2026-11-03
Lyell Wealth Management, LP
296,433$7.2M0.4%GrowthLowMenlo Park, CA2026-10-30
Cornerstone Planning, LLC
289,885$7.0M1.4%CoreMediumCharlotte, NC2026-10-27
Virginia Wealth Management Group, Inc.
253,011$6.1M3.0%YieldLowVirginia Beach, VA2026-10-14
Aviance Capital Partners, LLC
249,218$6.0M0.6%CoreLowNaples, FL2026-10-29
Fulton Breakefield Broenniman LLC
246,629$6.0M0.3%GrowthLowBethesda, MD2026-11-03
Resonant Capital Advisors, LLC
239,266$5.8M0.3%ETFLowMadison, WI2026-10-15
Delta Wealth Advisors LLC
238,821$5.8M4.0%ETFMediumIndianapolis, IN2026-10-09
Prospera Financial Services Inc
232,069$5.6M0.1%CoreMediumDallas, TX2026-11-04
4Thought Financial Group Inc.
227,381$5.5M2.6%ETFLowSyosset, NY2026-11-02
Guidance Point Advisors, LLC
216,466$5.2M1.1%ETFVery LowWellesley, MA2026-10-15
Regions Financial Corp
207,823$5.0M0.0%CoreLowBirmingham, AL2026-11-05
Praetorian Wealth Management, Inc.
199,371$4.8M0.8%ETFVery LowCarmel, CA2026-10-16
Laurel Wealth Advisors LLC
194,968$4.7M0.4%CoreVery LowCharlotte, NC2026-10-27
Precedent Wealth Partners, LLC
194,629$4.7M0.7%ETFMediumHouston, TX2026-10-21
Sowell Financial Services LLC
193,165$4.7M0.2%CoreLowNorth Little Rock, AR2026-10-23
Wealth Enhancement Advisory Services, LLC
186,436$4.5M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
185,775$4.5M0.0%IndexVery LowOverland Park, KS2026-11-02
McGlone Suttner Wealth Management, Inc.
169,716$4.1M0.5%ETFVery LowAppleton, WI2026-10-13
High Note Wealth, LLC
166,036$4.0M0.7%ETFVery LowDeephaven, MN2026-10-27
Moneco Advisors, LLC
163,720$4.0M0.2%ETFLowFairfield, CT2026-11-05
Cambridge Investment Research Advisors, Inc.
160,947$3.9K0.0%ETFLowFairfield, IA2026-11-02
Beese Fulmer Investment Management, Inc.
149,626$3.6M0.2%CoreLowCanton, OH2026-10-23
Foundation Wealth Management, LLC
148,673$3.6M1.9%ETFLowClayton, MO2026-10-22
Arrow Financial Corp
148,253$3.6M0.3%ETFLowGlens Falls, NY2026-10-26
Scissortail Wealth Management, LLC
140,614$3.4M0.6%ETFLowTulsa, OK2026-11-03
Phillips Financial Management, LLC
135,652$3.3M0.3%ETFVery LowFort Wayne, IN2026-10-19
Integrated Advisors Network LLC
135,583$3.3M0.2%GrowthMediumDallas, TX2026-10-20
Sonata Capital Group Inc
134,070$3.2M1.0%ETFVery LowSeattle, WA2026-10-19
Rubicon Advisors, GP
132,570$3.2M2.2%GrowthMediumRedding, CA2026-10-23
Forvis Mazars Wealth Advisors, LLC
128,607$3.1M0.1%ETFVery LowSpringfield, MO2026-10-13
Matthew Goff Investment Advisor, LLC
127,356$3.1M0.5%CoreMediumHouston, TX2026-10-13
Kestra Private Wealth Services, LLC
124,833$3.0M0.0%GrowthLowAustin, TX2026-10-30
Scott Capital Advisors, LLC
121,202$2.9M0.4%ETFVery LowPortland, OR2026-10-13
New England Private Wealth Advisors LLC
112,371$2.7M0.3%ETFVery LowWellesley, MA2026-10-19
Riverchase Wealth Management, LLC
109,937$2.7M1.3%ETFMediumFlower Mound, TX2026-10-28
Associated Banc-Corp
109,115$2.6M0.1%CoreLowGreen Bay, WI2026-10-30
Brighton Securities Corp.
106,106$2.6M1.1%ETFVery LowRochester, NY2026-10-08
Centennial Advisors, LLC
104,001$2.5M3.0%ETFHighAustin, TX2026-10-21
Harbor Investment Advisory, LLC
101,834$2.5M0.2%GrowthLowLutherville, MD2026-10-13
Keeler Thomas Management LLC
97,465$2.4M0.9%CoreHighOrem, UT2026-10-29
SMI Advisory Services, LLC
94,694$2.3M0.4%ETFMediumColumbus, IN2026-10-13
Leo Wealth, LLC
89,698$2.2M0.5%CoreLowHurst, TX2026-10-26
Endowment Wealth Management, Inc.
88,856$2.2M0.7%ETFMediumAppleton, WI2026-11-03
Klaas Financial Asset Advisors, LLC
85,618$2.1M0.3%ETFVery LowLoves Park, IL2026-10-19
Rossmore Private Capital
85,003$2.1M0.2%CoreLowGlastonbury, CT2026-10-27
4J Wealth Management LLC
82,721$2.0M0.9%ETFMediumMclean, VA2026-11-02
Breachway Investments LLC
81,403$2.0M3.0%ETFLowCharlestown, RI2026-10-19
Livet Wealth, LLC
80,677$2.0M1.1%ETFLowSpanish Fork, UT2026-10-27
Montecito Bank & Trust
79,760$1.9M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
Cove Private Wealth, LLC
78,501$1.9M0.3%GrowthLowOyster Bay Cove, NY2026-10-28
Davenport & Co LLC
76,597$1.9M0.0%CoreMediumRichmond, VA2026-10-14
First Fiduciary Investment Counsel, Inc.
72,509$1.8K0.0%CoreLowCleveland, OH2026-10-27
Conrad Siegel Investment Advisors, Inc.
72,096$1.7M0.3%ETFLowHarrisburg, PA2026-10-08
Valley Wealth Managers, Inc.
67,483$1.6M0.1%GARPMediumParamus, NJ2026-10-09
Bank of New York Mellon Corp
67,130$1.6M0.0%CoreLowNew York, NY2026-11-05
Penobscot Investment Management Company, Inc.
66,672$1.6M0.1%GrowthLowBoston, MA2026-10-26
Arcataur Capital Management LLC
66,338$1.6M0.4%ETFVery LowMilwaukee, WI2026-10-21
Foundry Financial Group, Inc.
65,525$1.6M0.7%ETFLowLaconia, NH2026-10-28
Commonwealth Financial Services, LLC
62,641$1.5M0.3%ETFMediumVienna, WV2026-10-20
James Investment Research, Inc.
61,982$1.5M0.2%CoreLowAlpha, OH2026-10-22
Colton Groome Financial Advisors, LLC
60,469$1.5M0.3%ETFLowAsheville, NC2026-10-06
Redwood Financial Network Corp
60,111$1.5M0.8%ETFLowSolon, OH2026-11-03
Cornell Pochily Investment Advisors, Inc.
58,474$1.4M0.4%CoreLowIthaca, NY2026-10-19
Collaborative Fund Advisors, LLC
57,562$1.4M0.8%GrowthVery HighReno, NV2026-11-02
Chesley Taft & Associates LLC
57,182$1.4M0.1%CoreLowChicago, IL2026-10-13
J.W. Cole Advisors, Inc.
57,044$1.4M0.0%IndexLowTampa, FL2026-11-05
Beacon Financial Group
52,793$1.3M0.1%ETFMediumDallas, TX2026-10-19
Archford Capital Strategies, LLC
52,483$1.3M0.1%GrowthMediumSwansea, IL2026-10-19
Johnson Bixby & Associates, LLC
51,157$1.2M0.1%ETFMediumVancouver, WA2026-10-14
Windsor Capital Management, LLC
50,393$1.2M0.3%ETFVery LowPhoenix, AZ2026-10-13
Dudley Capital Management, LLC
49,070$1.2M0.5%GrowthLowMiddleburg, VA2026-10-23
Wesbanco Bank Inc
48,950$1.2M0.0%CoreLowWheeling, WV2026-11-04
Concurrent Investment Advisors, LLC
47,906$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Sightline Wealth Advisors, LLC
47,715$1.2M0.5%ETFLowGroton, CT2026-10-21
Iron Financial LLC
44,044$1.1M0.4%ETFLowNorthbrook, IL2026-10-23
Cannon Financial Strategists, Inc.
40,778$988.5K0.1%ETFVery LowAthens, GA2026-10-19
Private Client Services, LLC
40,447$980.4K0.3%ETFMediumLouisville, KY2026-10-02
Straight Path Wealth Management
40,384$978.9K0.2%ETFLowJenison, MI2026-10-23
ADG Wealth Management Group, LLC
39,804$964.9K0.6%ETFVery LowMetairie, LA2026-10-23
Blue Square Asset Management, LLC
38,898$942.9K0.4%MomentumMediumNew York, NY2026-11-02
Great Diamond Partners, LLC
38,550$934.5K0.2%CoreMediumPortland, ME2026-10-13
Woodley Farra Manion Portfolio Management Inc
37,502$909.0K0.0%ValueMediumIndianapolis, IN2026-11-05
Sigma Planning Corp
37,376$906.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Probity Advisors, Inc.
36,588$886.9K0.1%ETFLowDallas, TX2026-10-23
Twin Cities Retirement Group LLC
36,533$885.6K0.7%ETFVery LowPlymouth, MN2026-10-16
Wealth Advisory Solutions, LLC
35,761$866.8K0.2%ETFLowZionsville, IN2026-10-20
XY Planning Network, Inc.
35,199$853.2K0.1%ETFLowBozeman, MT2026-10-14
MGO One Seven LLC
35,148$852.0K0.0%GrowthLowBeachwood, OH2026-10-28
Farther Finance Advisors, LLC
35,082$850.4K0.0%IndexLowSan Francisco, CA2026-10-08
Atwater Malick LLC
35,040$849.4K0.2%CoreLowLancaster, PA2026-10-15
Beacon Financial Planning, Inc
34,787$843.2K0.3%ETFVery LowHyannis, MA2026-11-04
Tlwm
34,520$836.8K0.1%ETFLowSan Antonio, TX2026-10-09
Duncker Streett & Co Inc
34,270$830.7K0.1%GrowthLowSt. Louis, MO2026-10-27
Walser Wealth Management Company, A Ltd Liability Co
34,202$829.1K0.3%GrowthHighTampa, FL2026-10-15
Bullock Wealth Management Group
33,960$820.5K0.3%GrowthLowBloomington, IN2026-10-09
Prosperity Planning, Inc.
33,361$808.7K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Schuylkill Financial LLC
32,518$788.2K0.8%ETFN/AWyomissing, PA2026-10-21
DecisionMap Wealth Management, LLC
32,183$780.1K0.4%ETFLowGreat Falls, VA2026-10-29
Strategic Blueprint, LLC
31,765$770.0K0.0%ETFLowAtlanta, GA2026-10-22
First Interstate Bank
30,949$750.2K0.0%ETFLowBillings, MT2026-10-23
River's Edge Wealth Management, LLC
30,628$741.2K0.6%ETFVery LowBeaver, PA2026-10-19
Adirondack Trust Co
30,199$731.7K0.2%GrowthLowSaratoga Springs, NY2026-10-14
Patriot Investment Management Group, Inc.
28,949$701.7K0.0%ETFVery LowKnoxville, TN2026-10-15
Avantax Planning Partners, Inc.
27,241$660.3K0.0%ETFLowDubuque, IA2026-11-03
Curbstone Financial Management Corp
27,124$657.5K0.1%CoreLowManchester, NH2026-10-21
Diversify Wealth Management, LLC
26,919$651.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
26,919$651.3K0.0%GrowthLowSandy, UT2026-10-20
Signaturefd, LLC
26,562$643.9K0.0%IndexLowAtlanta, GA2026-10-23
Barrett & Company, Inc.
25,898$627.8K0.2%ETFLowProvidence, RI2026-10-22
HUB Investment Partners, LLC
25,742$624.0K0.0%GrowthLowAustin, TX2026-11-03
Princeton Global Asset Management LLC
25,146$609.5K0.1%GrowthLowPrinceton, NJ2026-10-21
Tableaux LLC
25,088$608.1K0.2%ETFLowStockbridge, MA2026-10-23
Spire Wealth Management
23,606$572.2K0.0%GrowthMediumMclean, VA2026-10-30
Ellis Investment Partners, LLC
23,482$569.2K0.1%ETFLowBerwyn, PA2026-10-21
Aspen Wealth Management LLC
22,516$545.8K0.1%ETFLowFort Worth, TX2026-10-14
KPP Advisory Services LLC
21,915$531.2K0.1%GrowthMediumLouisville, KY2026-10-26
Provenance Wealth Advisors, LLC
20,610$499.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cherry Tree Wealth Management, LLC
20,380$494.0K0.1%ETFVery LowMinnetonka, MN2026-10-15
Lee Financial Co
19,330$468.6K0.1%ETFVery LowDallas, TX2026-10-16
Gateway Investment Advisers LLC
18,547$449.6K0.0%GrowthLowCincinnati, OH2026-10-13
S.E.E.D. Planning Group LLC
17,644$427.7K0.1%CoreMediumBinghamton, NY2026-10-07
Robinson Smith Wealth Advisors LLC
17,302$419.4K0.3%ETFLowSouth Portland, ME2026-10-22
Ascentis Independent Advisors
17,100$414.5K0.0%ETFLowDallas, TX2026-11-03
Autumn Glory Partners, LLC
17,026$412.7K0.1%CoreMediumDallas, TX2026-10-26
Maryland Capital Advisors Inc.
16,877$409.1K0.1%ETFVery LowChester, MD2026-10-15
Alliance Wealth Advisors, LLC
16,605$402.5K0.1%ETFHighCenterville, UT2026-10-28
KFG LLC
16,580$401.9K0.3%ETFN/ARapid City, SD2026-11-02
Focus Financial Network, Inc.
16,352$396.4K0.0%ETFLowMinneapolis, MN2026-10-14
Summit Asset Management, LLC
16,347$396.3K0.1%ETFLowMemphis, TN2026-11-05
Brookstone Capital Management
16,066$389.4K0.0%ETFMediumWheaton, IL2026-10-22
Wiregrass Investment Management LLC
15,700$380.6K0.3%CoreMediumThomasville, GA2026-11-05
Axxcess Wealth Management, LLC
15,432$374.1K0.0%CoreLowCarlsbad, CA2026-10-21
Pine Haven Investment Counsel, Inc
15,200$368.4K0.2%CoreVery LowFairhaven, MA2026-11-02
Walleye Partners, LLC
15,121$366.5K0.4%ValueLowMadison, WI2026-10-13
Old Mission Investment Co LLC
14,657$355.3K0.1%ETFLowTraverse City, MI2026-10-22
Koshinski Asset Management, Inc.
14,155$343.1K0.0%ETFLowDecatur, IL2026-10-29
Fifth Third Bancorp
14,085$341.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Financial Advisory Corp
13,859$336.0K0.0%ETFVery LowGrand Rapids, MI2026-10-14
Yoder Wealth Management, Inc.
13,850$335.7K0.1%ETFLowWalnut Creek, CA2026-10-13
Valley Forge Investment Consultants Inc ADV
13,672$331.4K0.1%ETFVery LowAudubon, PA2026-11-03
StoneX Group Inc.
13,592$329.5K0.0%ETFMediumNew York, NY2026-11-03
Stockman Wealth Management, Inc.
13,382$324.4K0.0%CoreLowBillings, MT2026-10-27
Cornerstone Wealth Management, LLC
13,308$322.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Aprio Wealth Management, LLC
13,205$320.1K0.0%ETFMediumAtlanta, GA2026-10-28
Cooper S Advisors, LLC
12,706$308.0K0.1%ETFLowVictor, NY2026-11-03
Ferguson Johnson Wealth Management Inc
12,593$305.3K0.2%ETFVery LowRockville, MD2026-11-05
Foster Dykema Cabot & Partners, LLC
12,500$303.0K0.0%GrowthLowWaltham, MA2026-10-30
Focused Alpha, LLC
12,346$299.3K0.1%CoreMediumDenver, CO2026-10-20
Gradient Capital Advisors, LLC
12,312$298.4K0.1%ETFLowSan Diego, CA2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
12,263$297.3K0.1%CoreVery HighThomasville, GA2026-10-15
Trust Co
11,859$287.5K0.0%ETFVery LowManhattan, KS2026-10-09
Csenge Advisory Group
11,779$285.5K0.0%ETFMediumClearwater, FL2026-11-04
Krilogy Financial LLC
11,679$282.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Buttonwood Financial Advisors Inc.
11,658$282.6K0.1%GARPLowBaltimore, MD2026-10-13
AMG National Trust Bank
11,598$281.1K0.0%ETFLowGreenwood Village, CO2026-11-05
Meridian Wealth Management, LLC
11,595$281.1K0.0%GrowthLowLexington, KY2026-11-05
True Private Wealth Advisors
11,503$278.9K0.0%ETFMediumSalem, OR2026-10-19
Welch & Forbes LLC
11,298$273.9K0.0%CoreVery LowBoston, MA2026-11-04
Asset One Wealth Management LLC
11,291$273.7K0.0%GrowthLowBellevue, WA2026-11-02
Oppenheimer & Co Inc
11,096$269.0K0.0%CoreLowNew York, NY2026-10-26
International Assets Investment Management, LLC
10,922$263.9K0.0%CoreVery HighOrlando, FL2026-11-02
Crusonia Wealth Advisors LLC
10,787$261.5K0.0%ETFVery LowDenver, CO2026-10-26
Chicago Partners Investment Group LLC
10,779$261.1K0.0%GARPLowChicago, IL2026-10-27
Greenspring Advisors, LLC
10,758$260.8K0.0%ETFVery LowTowson, MD2026-11-05
BridgePort Financial Solutions, LLC
10,745$260.5K0.1%ETFLowFairfield, IA2026-11-02
Highland Financial Advisors, LLC
10,575$256.3K0.1%ETFVery LowWayne, NJ2026-10-19
VestGen Advisors, LLC
10,565$256.1K0.0%GrowthMediumChicago, IL2026-10-27
Meyer Handelman Co
10,309$249.9K0.0%CoreLowRye Brook, NY2026-10-28
Ledyard National Bank
10,300$249.7K0.0%CoreLowHanover, NH2026-10-21
Horizons Wealth Management
10,295$249.6K0.2%ETFLowAsheville, NC2026-10-05
Choreo, LLC
10,104$244.9K0.0%IndexLowRockford, IL2026-10-28
Mlp3, LLC
9,938$240.9K0.2%CoreVery LowLinwood, NJ2026-10-22
Baker Tilly Wealth Management, LLC
9,760$236.6K0.0%GrowthLowMadison, WI2026-10-05
Trinity Wealth Management, LLC
9,708$235.3K0.1%ETFMediumBerwyn, PA2026-10-13
Trust Point Inc.
9,532$231.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Cypress Wealth Services, LLC
9,399$227.3K0.0%ETFLowPalm Desert, CA2026-10-21
Prime Capital Investment Advisors, LLC
9,318$225.9K0.0%ETFLowOverland Park, KS2026-10-20
Certior Financial Group, LLC
9,310$225.7K0.1%ETFMediumKing Of Prussia, PA2026-10-19
Fortune Financial Group, Inc.
9,108$220.8K0.2%ETFHighNaples, FL2026-10-22
Calamos Wealth Management LLC
9,060$219.6K0.0%GrowthMediumNaperville, IL2026-11-02
Summit Place Financial Advisors, LLC
9,000$218.2K0.1%CoreMediumSummit, NJ2026-10-23
Indivisible Partners
8,823$213.9K0.0%GrowthMediumClearwater, FL2026-10-26
Avidian Wealth Enterprises, LLC
8,731$211.6K0.0%ETFLowHouston, TX2026-10-08
Journey Advisory Group, LLC
8,664$210.0K0.0%CoreMediumCovington, KY2026-11-04
Klingman & Associates, LLC
8,610$208.7K0.0%ETFVery LowNew York, NY2026-10-20
MinichMacGregor Wealth Management, LLC
8,590$208.2K0.0%ETFHighSaratoga Springs, NY2026-10-14
Caliber Wealth Management, LLC / KS
8,481$205.6K0.0%ETFLowOverland Park, KS2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
8,324$201.8K0.1%CoreMediumBloomington, IN2026-10-15
Asset Dedication, LLC
7,514$182.1K0.0%ETFLowSan Francisco, CA2026-11-03
Next Level Wealth Planning, LLC
6,615$160.3K0.1%ETFVery LowMeridian, ID2026-10-29
Coastline Trust Co
5,997$145.4K0.0%GrowthVery LowProvidence, RI2026-10-01
TD Waterhouse Canada Inc.
5,015$121.2K0.0%CoreLowToronto, Australia2026-10-16
Phillip James Consulting Co.
4,150$100.6K0.1%ETFVery HighPlymouth, MN2026-11-03
Tompkins Financial Corp
4,126$100.0K0.0%CoreLowIthaca, NY2026-10-05
Private Trust Co NA
3,907$94.7K0.0%CoreLowCleveland, OH2026-10-20
Align Financial, LLC
3,646$88.4K0.0%ETFVery LowHermantown, MN2026-10-16
Bank of New Hampshire
3,000$72.7K0.0%CoreLowLaconia, NH2026-10-06
United Community Bank
2,615$63.4K0.0%CoreLowGreenville, SC2026-10-28
Valley National Advisers Inc
2,583$62.6K0.0%ETFLowBethlehem, PA2026-10-23
AlphaCore Capital LLC
2,500$60.6K0.0%ETFLowLa Jolla, CA2026-11-04
Burkett Financial Services, LLC
2,407$58.3K0.0%ETFLowRock Hill, SC2026-10-01
Bokf, NA
2,400$58.2K0.0%CoreLowTulsa, OK2026-10-27
Physician Wealth Advisors, Inc.
2,375$57.6K0.0%ETFMediumMidvale, UT2026-10-20
Sarver Vrooman Wealth Advisors
2,194$53.2K0.0%ETFMediumKansas City, MO2026-10-01
MTM Investment Management, LLC
2,000$48.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,000$48.5K0.0%GrowthVery LowBoston, MA2026-10-23
Peck Wealth Management, LLC
2,000$48.5K0.0%ETFLowWhite Plains, NY2026-10-29
Armstrong Advisory Group, Inc
1,670$40.5K0.0%ETFHighNeedham, MA2026-10-09
Robbins Farley
1,405$34.1K0.0%CoreMediumBedford, NH2026-10-21
Legacy Bridge, LLC
1,392$33.7K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Pinnacle Bancorp, Inc.
1,285$31.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Hyposwiss Advisors SA
1,035$25.1K0.0%ETFLowGeneva, Switzerland2026-10-26
Ashton Thomas Private Wealth, LLC
1,034$25.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Assetmark, Inc
876$21.2K0.0%ETFLowConcord, CA2026-10-21
Blue Trust, Inc.
801$19.4K0.0%ETFLowBrentwood, TN2026-10-15
Kennebec Savings Bank
665$16.1K0.0%CoreLowAugusta, ME2026-10-22
Buck Wealth Strategies, LLC
439$10.6K0.0%ValueMediumDenver, CO2026-10-28
IMG Wealth Management, Inc.
219$5.3K0.0%ETFMediumJacksonville, FL2026-10-27
Evolution Wealth Management Inc.
135$3.3K0.0%ETFMediumFort Myers, FL2026-10-28
Hoey Investments, Inc
120$2.9K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Financial Consulate, Inc
1$250.0%ETFLowHunt Valley, MD2026-10-23