IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Systematic Bond ETF (SYSB)

CUSIP: 46435U796 | NYSE | 392 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBlackRock, Inc.1,282,6768.4%New 5%+ stakeSep 30, 202692d ahead of 13F (1,002,879 sh) · +279,797
13GBlackRock Portfolio Management LLC849,7655.6%New 5%+ stakeSep 30, 2026No 13F filer matched
13GBlackRock, Inc.1,282,676
8.4% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (1,002,879 sh) · +279,797
13GBlackRock Portfolio Management LLC849,765
5.6% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Park Avenue Securities LLC138,587
0.0% of portfolio›$11.7K
Ascent Group, LLC137,344
0.3% of portfolio›$11.6M
Kelly Financial Services LLC81,646
1.5% of portfolio›$6.9M
Milestone Asset Management, LLC81,002
1.1% of portfolio›$6.8M
Portfolio Design Labs, LLC72,163
1.0% of portfolio›$6.1M
Alpine Bank Wealth Management71,968
0.8% of portfolio›$6.1M
Truist Financial Corp68,213
0.0% of portfolio›$5.7M
Vise Technologies, Inc.66,989
0.0% of portfolio›$5.6M
Triad Wealth Partners, LLC59,635
0.3% of portfolio›$5.0M
Cambridge Investment Research Advisors, Inc.58,000
0.0% of portfolio›$4.9K
Traveka Wealth, LLC52,624
1.4% of portfolio›$4.4M
SteelPeak Wealth, LLC52,134
0.1% of portfolio›$4.4M
Scarborough Advisors, LLC50,749
17.9% of portfolio›$4.3M
Axxcess Wealth Management, LLC42,932
0.1% of portfolio›$3.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors40,388
0.2% of portfolio›$3.4M
Perigon Wealth Management, LLC38,290
0.0% of portfolio›$3.2M
Sharkey, Howes & Javer38,124
0.4% of portfolio›$3.2M
Atria Investments, Inc36,849
0.0% of portfolio›$3.1M
FFG Retirement Advisors LLC36,357
1.6% of portfolio›$3.1M
Strategic Blueprint, LLC35,033
0.1% of portfolio›$3.0M
Tennessee Valley Asset Management Partners34,574
0.3% of portfolio›$2.9M
Bay Capital Advisors, LLC29,188
1.3% of portfolio›$2.5M
Fermata Advisors, LLC28,261
0.5% of portfolio›$2.4M
SWP Financial LLC27,695
1.1% of portfolio›$2.3M
Sofi Wealth, LLC27,611
0.1% of portfolio›$2.3M
CFS Investment Advisory Services, LLC27,423
0.1% of portfolio›$2.3M
TSA Wealth Managment LLC27,057
0.6% of portfolio›$2.3M
Pettinga Financial Advisors LLC26,373
0.4% of portfolio›$2.2M
Horst & Graben Wealth Management LLC25,781
0.3% of portfolio›$2.2M
Alterna Wealth Management, Inc25,393
1.2% of portfolio›$2.1M
Commonwealth Equity Services, LLC24,667
0.0% of portfolio›$2.1M
Kestra Advisory Services, LLC24,450
0.0% of portfolio›$2.1M
Trek Financial, LLC23,103
0.1% of portfolio›$1.9M
Ascentis Independent Advisors22,163
0.1% of portfolio›$1.9M
Pinion Investment Advisors, LLC21,438
0.3% of portfolio›$1.8M
Simplicity Wealth,LLC21,333
0.1% of portfolio›$1.8M
MLG Wealth Management DBA Pine Grove Financial Group19,961
0.2% of portfolio›$1.7M
Integrity Alliance, Llc.19,114
0.0% of portfolio›$1.6M
Breakwater Capital Group18,772
0.2% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC17,999
0.0% of portfolio›$1.5M
Advus Financial Partners, LLC17,719
0.4% of portfolio›$1.5M
Financial Life Advisors17,116
0.4% of portfolio›$1.4M
Atlatl Advisers LLC16,627
0.3% of portfolio›$1.4M
SigFig Wealth Management, LLC15,004
0.0% of portfolio›$1.3M
Ashton Thomas Private Wealth, LLC14,635
0.0% of portfolio›$1.2M
Autumn Glory Partners, LLC14,540
0.3% of portfolio›$1.2M
Cardinal Strategic Wealth Guidance14,285
0.3% of portfolio›$1.2M
Apeiron RIA LLC13,768
0.3% of portfolio›$1.2M
Archer Investment Management, LLC13,087
0.3% of portfolio›$1.1M
Range Financial Group LLC13,086
0.3% of portfolio›$1.1M
Optivise Advisory Services LLC12,568
0.5% of portfolio›$1.1M
Sovran Advisors, LLC11,630
0.1% of portfolio›$996.2K
Plancorp, LLC11,342
0.0% of portfolio›$973.3K
Visionary Horizons, LLC11,285
0.4% of portfolio›$951.1K
Redhawk Wealth Advisors, Inc.11,175
0.1% of portfolio›$941.9K
Skyline Advisors, Inc.11,083
0.3% of portfolio›$934.1K
McNaughton Wealth Management, LLC10,924
0.3% of portfolio›$920.7K
Cassilly Financial Group LLC10,786
0.6% of portfolio›$909.1K
Brookstone Capital Management10,630
0.0% of portfolio›$895.9K
Ethos Capital Management, Inc.10,171
0.6% of portfolio›$857.2K
Bay Harbor Wealth Management, LLC10,136
0.2% of portfolio›$854.3K
One Advisory Partners, LLC9,984
0.2% of portfolio›$841.4K
Security Financial Services, Inc.9,870
0.1% of portfolio›$831.8K
Farther Finance Advisors, LLC9,815
0.0% of portfolio›$827.2K
Quadrant Private Wealth Management, LLC9,668
0.1% of portfolio›$814.8K
Concurrent Investment Advisors, LLC9,508
0.0% of portfolio›$801.4K
Diversify Advisory Services, LLC9,462
0.0% of portfolio›$804.1K
Diversify Wealth Management, LLC9,462
0.0% of portfolio›$804.1K
JB Capital LLC9,214
0.0% of portfolio›$776.6K
Novem Group9,088
0.1% of portfolio›$765.9K
Assetmark, Inc8,692
0.0% of portfolio›$732.6K
Town Capital LLC8,658
0.5% of portfolio›$729.7K
MGO One Seven LLC8,190
0.0% of portfolio›$690.3K
Blue Trust, Inc.7,811
0.0% of portfolio›$658.4K
Integrated Advisors Network LLC7,624
0.0% of portfolio›$642.6K
Cobblestone Asset Management LLC7,588
0.3% of portfolio›$639.5K
Balefire, LLC7,266
0.1% of portfolio›$612.4K
Citigroup Inc7,207
0.0% of portfolio›$607.4K
West Wealth Group, LLC7,197
0.1% of portfolio›$606.6K
Goldstein Advisors, LLC7,049
0.1% of portfolio›$594.1K
Apollon Wealth Management, LLC6,902
0.0% of portfolio›$581.7K
Swmg, LLC6,890
0.1% of portfolio›$589.3K
Elevation Point Wealth Partners, LLC6,790
0.0% of portfolio›$572.3K
BOS Asset Management, LLC6,786
0.1% of portfolio›$571.9K
Cornerstone Planning Group LLC6,695
0.1% of portfolio›$564.3K
Cypress Wealth Services, LLC6,640
0.1% of portfolio›$558.0K
IFP Advisors, Inc6,568
0.0% of portfolio›$553.6K
Ehrlich Financial Group6,039
0.3% of portfolio›$509.0K
ADE, LLC5,970
0.2% of portfolio›$503.1K
Cyndeo Wealth Partners, LLC5,953
0.0% of portfolio›$501.7K
Golden State Wealth Management, LLC5,748
0.0% of portfolio›$484.5K
Braun-Bostich & Associates Inc.5,388
0.3% of portfolio›$454.1K
Detalus Advisors, LLC5,274
0.1% of portfolio›$444.5K
Affinity Capital Advisors, LLC5,138
0.1% of portfolio›$433.0K
Asset One Wealth Management LLC5,103
0.0% of portfolio›$430.1K
Integrity Advisory Solutions, LLC4,804
0.0% of portfolio›$404.9K
Lifelong Wealth Advisors, Inc.4,403
0.1% of portfolio›$371.1K
Firethorn Wealth Partners, LLC4,287
0.1% of portfolio›$361.3K
Watershed Private Wealth LLC4,280
0.1% of portfolio›$360.7K
Csenge Advisory Group4,002
0.0% of portfolio›$337.3K
Bedminster, LLC3,945
0.3% of portfolio›$332.5K
Claro Advisors Inc.3,763
0.0% of portfolio›$317.1K
KWB Wealth3,696
0.0% of portfolio›$311.5K
Gen-Wealth Partners Inc3,579
0.1% of portfolio›$301.6K
Hoxton Planning & Management, LLC3,554
0.1% of portfolio›$299.5K
Strategy Asset Managers LLC3,549
0.0% of portfolio›$299.1K
One Wealth Capital Management, LLC3,493
0.1% of portfolio›$294.4K
Tempus Wealth Planning, LLC3,490
0.1% of portfolio›$294.1K
ShoreHaven Wealth Partners, LLC3,489
0.1% of portfolio›$294.1K
Buttonwood Financial Group, LLC3,474
0.1% of portfolio›$292.0K
First Heartland Consultants, Inc.3,355
0.0% of portfolio›$282.8K
Wetzel Investment Advisors, Inc.3,195
0.1% of portfolio›$269.3K
Signal Advisors Wealth, LLC3,159
0.0% of portfolio›$266.2K
Clear Creek Financial Management, LLC3,142
0.0% of portfolio›$264.8K
JFS Wealth Advisors, LLC3,088
0.0% of portfolio›$260.3K
Rossby Financial, LCC3,000
0.0% of portfolio›$252.8K
Quadcap Wealth Management, LLC2,995
0.0% of portfolio›$252.4K
Creative Financial Designs Inc2,939
0.0% of portfolio›$247.7K
Kestra Private Wealth Services, LLC2,909
0.0% of portfolio›$245.1K
MKT Advisors LLC2,909
0.1% of portfolio›$245.0K
Newport Capital Group, LLC2,880
0.2% of portfolio›$248.6K
Midwest Capital Advisors, LLC2,741
0.1% of portfolio›$231.0K
Able Wealth Management LLC2,664
0.0% of portfolio›$223.3K
Two West Capital Advisors LLC2,553
0.1% of portfolio›$215.3K
Fairvoy Private Wealth, LLC2,536
0.0% of portfolio›$213.7K
Cape Investment Advisory, Inc.2,130
0.0% of portfolio›$179.5K
Ashton Thomas Securities, LLC2,122
0.0% of portfolio›$178.8K
Private Trust Co NA1,761
0.0% of portfolio›$148.4K
Key Capital Management, Inc1,472
0.0% of portfolio›$124.1K
Retirement Wealth Solutions LLC1,187
0.1% of portfolio›$100.0K
Heritage Family Offices, LLP1,180
0.0% of portfolio›$99.5K
Latitude Advisors, LLC1,051
0.0% of portfolio›$88.6K
Tsfg, LLC949
0.0% of portfolio›$80
CoreCap Advisors, LLC883
0.0% of portfolio›$74.4K
Parallel Advisors, LLC759
0.0% of portfolio›$63.9K
Kingdom Financial Group Llc.746
0.0% of portfolio›$62.9K
Spire Wealth Management688
0.0% of portfolio›$58.0K
Mather Group, Llc.682
0.0% of portfolio›$57.5K
Lloyd Advisory Services, Llc.587
0.0% of portfolio›$49.4K
Yankcom Partnership455
0.0% of portfolio›$38.3K
Raleigh Capital Management Inc.347
0.0% of portfolio›$29.2K
Signature Equity Partners, LLC312
0.0% of portfolio›$26.3K
Pinnacle Bancorp, Inc.271
0.0% of portfolio›$22.8K
Gilpin Wealth Management, LLC266
0.0% of portfolio›$22.4K
UMB Private Wealth Management, LLC254
0.0% of portfolio›$21.4K
CX Institutional212
0.0% of portfolio›$18
Quest 10 Wealth Builders, Inc.186
0.0% of portfolio›$15.7K
Montgomery Financial Services LLC151
0.0% of portfolio›$12.7K
Lanark Financial, Inc.151
0.0% of portfolio›$12.7K
EverSource Wealth Advisors, LLC111
0.0% of portfolio›$9.4K
Costello Asset Management, Inc92
0.0% of portfolio›$7.8K
Elevated Capital Advisors, LLC88
0.0% of portfolio›$7.4K
NBT Bank, N.A.32
0.0% of portfolio›$2.7K
Advocate Investing Services LLC27
0.0% of portfolio›$2.3K
SJS Investment Consulting Inc.26
0.0% of portfolio›$2.2K
Valley National Advisers Inc22
0.0% of portfolio›$1.9K
Silver Grove Financial Group, Inc.17
0.0% of portfolio›$1.4K
Compass Financial Management LLC12
0.0% of portfolio›$1.0K
Capital Investment Advisory Services, LLC5
0.0% of portfolio›$443
StyleTurnoverLocationFiled
Park Avenue Securities LLC
138,587$11.7K0.0%ETFMediumNew York, NY2026-10-26
Ascent Group, LLC
137,344$11.6M0.3%CoreLowVirginia Beach, VA2026-10-30
Kelly Financial Services LLC
81,646$6.9M1.5%ETFMediumBraintree, MA2026-10-20
Milestone Asset Management, LLC
81,002$6.8M1.1%GrowthHighPittsburgh, PA2026-10-15
Portfolio Design Labs, LLC
72,163$6.1M1.0%GrowthMediumEncino, CA2026-11-04
Alpine Bank Wealth Management
71,968$6.1M0.8%ETFHighGrand Junction, CO2026-10-16
Truist Financial Corp
68,213$5.7M0.0%CoreLowCharlotte, NC2026-10-30
Vise Technologies, Inc.
66,989$5.6M0.0%IndexLowNew York, NY2026-10-29
Triad Wealth Partners, LLC
59,635$5.0M0.3%ETFMediumLawrence, KS2026-10-26
Cambridge Investment Research Advisors, Inc.
58,000$4.9K0.0%ETFLowFairfield, IA2026-11-02
Traveka Wealth, LLC
52,624$4.4M1.4%ETFLowLos Altos, CA2026-10-19
SteelPeak Wealth, LLC
52,134$4.4M0.1%GrowthHighWoodland Hills, CA2026-10-16
Scarborough Advisors, LLC
50,749$4.3M17.9%ETFMediumAnnapolis, MD2026-10-16
Axxcess Wealth Management, LLC
42,932$3.6M0.1%CoreLowCarlsbad, CA2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
40,388$3.4M0.2%ETFMediumWestlake, OH2026-10-14
Perigon Wealth Management, LLC
38,290$3.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Sharkey, Howes & Javer
38,124$3.2M0.4%ETFMediumDenver, CO2026-10-22
Atria Investments, Inc
36,849$3.1M0.0%CoreMediumCharlotte, NC2026-10-15
FFG Retirement Advisors LLC
36,357$3.1M1.6%ETFMediumCentennial, CO2026-10-20
Strategic Blueprint, LLC
35,033$3.0M0.1%ETFLowAtlanta, GA2026-10-22
Tennessee Valley Asset Management Partners
34,574$2.9M0.3%ETFLowKnoxville, TN2026-11-03
Bay Capital Advisors, LLC
29,188$2.5M1.3%ETFLowVirginia Beach, VA2026-10-16
Fermata Advisors, LLC
28,261$2.4M0.5%ETFLowSonoma, CA2026-10-13
SWP Financial LLC
27,695$2.3M1.1%ETFMediumEncinitas, CA2026-10-23
Sofi Wealth, LLC
27,611$2.3M0.1%ETFVery LowSan Francisco, CA2026-10-27
CFS Investment Advisory Services, LLC
27,423$2.3M0.1%ETFMediumTotowa, NJ2026-10-19
TSA Wealth Managment LLC
27,057$2.3M0.6%ETFMediumHouston, TX2026-10-22
Pettinga Financial Advisors LLC
26,373$2.2M0.4%ETFMediumEvansville, IN2026-10-13
Horst & Graben Wealth Management LLC
25,781$2.2M0.3%ETFMediumPortland, OR2026-11-02
Alterna Wealth Management, Inc
25,393$2.1M1.2%ETFMediumHouston, TX2026-10-27
Commonwealth Equity Services, LLC
24,667$2.1M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
24,450$2.1M0.0%CoreLowAustin, TX2026-11-02
Trek Financial, LLC
23,103$1.9M0.1%ETFHighScottsdale, AZ2026-10-29
Ascentis Independent Advisors
22,163$1.9M0.1%ETFLowDallas, TX2026-11-03
Pinion Investment Advisors, LLC
21,438$1.8M0.3%ETFLowWichita, KS2026-11-04
Simplicity Wealth,LLC
21,333$1.8M0.1%ETFLowSummit, NJ2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
19,961$1.7M0.2%ETFMediumWoodbury, MN2026-10-13
Integrity Alliance, Llc.
19,114$1.6M0.0%ETFMediumUrbandale, IA2026-10-29
Breakwater Capital Group
18,772$1.6M0.2%ETFLowParamus, NJ2026-10-09
Wealth Enhancement Advisory Services, LLC
17,999$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Advus Financial Partners, LLC
17,719$1.5M0.4%ETFLowWinter Park, FL2026-10-20
Financial Life Advisors
17,116$1.4M0.4%ETFLowSan Antonio, TX2026-10-14
Atlatl Advisers LLC
16,627$1.4M0.3%Agg GrowthHighMadison, WI2026-10-22
SigFig Wealth Management, LLC
15,004$1.3M0.0%ETFLowSan Francisco, CA2026-10-07
Ashton Thomas Private Wealth, LLC
14,635$1.2M0.0%CoreMediumScottsdale, AZ2026-11-03
Autumn Glory Partners, LLC
14,540$1.2M0.3%CoreMediumDallas, TX2026-10-26
Cardinal Strategic Wealth Guidance
14,285$1.2M0.3%ETFMediumLouisville, KY2026-11-02
Apeiron RIA LLC
13,768$1.2M0.3%ETFMediumDallas, TX2026-10-08
Archer Investment Management, LLC
13,087$1.1M0.3%ETFHighAustin, TX2026-10-13
Range Financial Group LLC
13,086$1.1M0.3%GARPMediumTigard, OR2026-10-21
Optivise Advisory Services LLC
12,568$1.1M0.5%ETFMediumFranklin, TN2026-10-19
Sovran Advisors, LLC
11,630$996.2K0.1%ETFMediumSan Diego, CA2026-11-02
Plancorp, LLC
11,342$973.3K0.0%ETFLowSaint Louis, MO2026-11-03
Visionary Horizons, LLC
11,285$951.1K0.4%ETFLowKnoxville, TN2026-10-22
Redhawk Wealth Advisors, Inc.
11,175$941.9K0.1%ETFHighMinneapolis, MN2026-10-14
Skyline Advisors, Inc.
11,083$934.1K0.3%ETFMediumBellingham, WA2026-11-03
McNaughton Wealth Management, LLC
10,924$920.7K0.3%ETFLowSan Diego, CA2026-10-09
Cassilly Financial Group LLC
10,786$909.1K0.6%ETFLowSeverna Park, MD2026-10-07
Brookstone Capital Management
10,630$895.9K0.0%ETFMediumWheaton, IL2026-10-22
Ethos Capital Management, Inc.
10,171$857.2K0.6%GrowthHighNewtown, PA2026-11-03
Bay Harbor Wealth Management, LLC
10,136$854.3K0.2%ETFMediumHunt Valley, MD2026-11-03
One Advisory Partners, LLC
9,984$841.4K0.2%ETFMediumOverland Park, KS2026-10-22
Security Financial Services, Inc.
9,870$831.8K0.1%ETFMediumFort Wayne, IN2026-10-29
Farther Finance Advisors, LLC
9,815$827.2K0.0%IndexLowSan Francisco, CA2026-10-08
Quadrant Private Wealth Management, LLC
9,668$814.8K0.1%GrowthLowCenter Valley, PA2026-11-04
Concurrent Investment Advisors, LLC
9,508$801.4K0.0%GrowthMediumTampa, FL2026-10-16
Diversify Advisory Services, LLC
9,462$804.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,462$804.1K0.0%GrowthMediumSandy, UT2026-10-20
JB Capital LLC
9,214$776.6K0.0%ETFMediumWethersfield, CT2026-10-19
Novem Group
9,088$765.9K0.1%ETFMediumRochester, NY2026-10-19
Assetmark, Inc
8,692$732.6K0.0%ETFLowConcord, CA2026-10-21
Town Capital LLC
8,658$729.7K0.5%ETFHighBel Air, MD2026-11-03
MGO One Seven LLC
8,190$690.3K0.0%GrowthLowBeachwood, OH2026-10-28
Blue Trust, Inc.
7,811$658.4K0.0%ETFLowBrentwood, TN2026-10-15
Integrated Advisors Network LLC
7,624$642.6K0.0%GrowthMediumDallas, TX2026-10-20
Cobblestone Asset Management LLC
7,588$639.5K0.3%ETFMediumRichmond, VA2026-10-13
Balefire, LLC
7,266$612.4K0.1%ETFMediumDallas, TX2026-10-09
Citigroup Inc
7,207$607.4K0.0%CoreMediumNew York, NY2026-11-04
West Wealth Group, LLC
7,197$606.6K0.1%ETFMediumIrvine, CA2026-10-14
Goldstein Advisors, LLC
7,049$594.1K0.1%ETFMediumMadison, WI2026-10-15
Apollon Wealth Management, LLC
6,902$581.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Swmg, LLC
6,890$589.3K0.1%ETFMediumFort Worth, TX2026-10-23
Elevation Point Wealth Partners, LLC
6,790$572.3K0.0%CoreHighDenver, CO2026-11-05
BOS Asset Management, LLC
6,786$571.9K0.1%ETFLowSpringfield, IL2026-10-09
Cornerstone Planning Group LLC
6,695$564.3K0.1%ETFMediumFairfield, NJ2026-10-16
Cypress Wealth Services, LLC
6,640$558.0K0.1%ETFLowPalm Desert, CA2026-10-21
IFP Advisors, Inc
6,568$553.6K0.0%GrowthLowTampa, FL2026-10-16
Ehrlich Financial Group
6,039$509.0K0.3%ETFHighLaguna Niguel, CA2026-10-20
ADE, LLC
5,970$503.1K0.2%ETFLowBaltimore, MD2026-10-29
Cyndeo Wealth Partners, LLC
5,953$501.7K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Golden State Wealth Management, LLC
5,748$484.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Braun-Bostich & Associates Inc.
5,388$454.1K0.3%ETFMediumCanonsburg, PA2026-10-20
Detalus Advisors, LLC
5,274$444.5K0.1%ETFLowSt. Louis, MO2026-10-15
Affinity Capital Advisors, LLC
5,138$433.0K0.1%ETFLowBerkeley, CA2026-10-13
Asset One Wealth Management LLC
5,103$430.1K0.0%GrowthLowBellevue, WA2026-11-02
Integrity Advisory Solutions, LLC
4,804$404.9K0.0%ETFMediumDallas, TX2026-10-29
Lifelong Wealth Advisors, Inc.
4,403$371.1K0.1%ETFLowArden Hills, MN2026-10-19
Firethorn Wealth Partners, LLC
4,287$361.3K0.1%ETFLowAugusta, GA2026-10-14
Watershed Private Wealth LLC
4,280$360.7K0.1%ETFMediumOak Brook, IL2026-10-30
Csenge Advisory Group
4,002$337.3K0.0%ETFMediumClearwater, FL2026-11-04
Bedminster, LLC
3,945$332.5K0.3%ETFMediumBluffton, SC2026-11-04
Claro Advisors Inc.
3,763$317.1K0.0%CoreLowBoston, MA2026-11-02
KWB Wealth
3,696$311.5K0.0%ETFMediumRedlands, CA2026-10-16
Gen-Wealth Partners Inc
3,579$301.6K0.1%CoreLowZeeland, MI2026-11-04
Hoxton Planning & Management, LLC
3,554$299.5K0.1%ETFLowShepherdstown, WV2026-10-15
Strategy Asset Managers LLC
3,549$299.1K0.0%CoreLowPasadena, CA2026-10-14
One Wealth Capital Management, LLC
3,493$294.4K0.1%GrowthMediumScottsdale, AZ2026-10-23
Tempus Wealth Planning, LLC
3,490$294.1K0.1%ETFMediumIrvine, CA2026-10-14
ShoreHaven Wealth Partners, LLC
3,489$294.1K0.1%ETFMediumRed Bank, NJ2026-10-16
Buttonwood Financial Group, LLC
3,474$292.0K0.1%ETFMediumKansas City, MO2026-10-16
First Heartland Consultants, Inc.
3,355$282.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Wetzel Investment Advisors, Inc.
3,195$269.3K0.1%ETFLowIndianapolis, IN2026-10-13
Signal Advisors Wealth, LLC
3,159$266.2K0.0%ETFLowDetroit, MI2026-10-13
Clear Creek Financial Management, LLC
3,142$264.8K0.0%ETFMediumSilverdale, WA2026-10-28
JFS Wealth Advisors, LLC
3,088$260.3K0.0%ETFVery LowHermitage, PA2026-11-03
Rossby Financial, LCC
3,000$252.8K0.0%ETFMediumMelbourne, FL2026-11-05
Quadcap Wealth Management, LLC
2,995$252.4K0.0%ETFLowFrisco, TX2026-11-02
Creative Financial Designs Inc
2,939$247.7K0.0%ETFMediumKokomo, IN2026-11-04
Kestra Private Wealth Services, LLC
2,909$245.1K0.0%GrowthLowAustin, TX2026-10-30
MKT Advisors LLC
2,909$245.0K0.1%ETFLowCarlsbad, CA2026-10-20
Newport Capital Group, LLC
2,880$248.6K0.2%ETFHighRed Bank, NJ2026-10-16
Midwest Capital Advisors, LLC
2,741$231.0K0.1%ETFHighGrand Rapids, MI2026-11-04
Able Wealth Management LLC
2,664$223.3K0.0%ETFMediumToms River, NJ2026-10-13
Two West Capital Advisors LLC
2,553$215.3K0.1%ETFLowOverland Park, KS2026-10-15
Fairvoy Private Wealth, LLC
2,536$213.7K0.0%GrowthMediumBirmingham, AL2026-10-19
Cape Investment Advisory, Inc.
2,130$179.5K0.0%ETFLowMcdonough, GA2026-10-13
Ashton Thomas Securities, LLC
2,122$178.8K0.0%ETFMediumRochester, NY2026-10-26
Private Trust Co NA
1,761$148.4K0.0%CoreLowCleveland, OH2026-10-20
Key Capital Management, Inc
1,472$124.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Retirement Wealth Solutions LLC
1,187$100.0K0.1%ETFLowMarshfield, WI2026-10-07
Heritage Family Offices, LLP
1,180$99.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Latitude Advisors, LLC
1,051$88.6K0.0%ETFLowYorkville, IL2026-10-27
Tsfg, LLC
949$800.0%ETFLowLake Forest, IL2026-10-23
CoreCap Advisors, LLC
883$74.4K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
759$63.9K0.0%IndexLowSan Francisco, CA2026-11-03
Kingdom Financial Group Llc.
746$62.9K0.0%ETFMediumPeoria, AZ2026-11-04
Spire Wealth Management
688$58.0K0.0%GrowthMediumMclean, VA2026-10-30
Mather Group, Llc.
682$57.5K0.0%ETFMediumChicago, IL2026-10-14
Lloyd Advisory Services, Llc.
587$49.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Yankcom Partnership
455$38.3K0.0%CoreVery LowYankton, SD2026-10-15
Raleigh Capital Management Inc.
347$29.2K0.0%CoreMediumCary, NC2026-10-28
Signature Equity Partners, LLC
312$26.3K0.0%GrowthMediumColumbus, OH2026-10-29
Pinnacle Bancorp, Inc.
271$22.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Gilpin Wealth Management, LLC
266$22.4K0.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
254$21.4K0.0%GrowthN/AKansas City, MO2026-10-19
CX Institutional
212$180.0%CoreMediumAuburn, IN2026-10-02
Quest 10 Wealth Builders, Inc.
186$15.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Montgomery Financial Services LLC
151$12.7K0.0%ETFN/AOcean City, MD2026-11-03
Lanark Financial, Inc.
151$12.7K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
111$9.4K0.0%CoreMediumBirmingham, AL2026-11-04
Costello Asset Management, Inc
92$7.8K0.0%CoreLowFeasterville, PA2026-10-30
Elevated Capital Advisors, LLC
88$7.4K0.0%ETFMediumSandy, UT2026-11-04
NBT Bank, N.A.
32$2.7K0.0%CoreLowNorwich, NY2026-10-21
Advocate Investing Services LLC
27$2.3K0.0%ETFLowWoodbine, MD2026-10-26
SJS Investment Consulting Inc.
26$2.2K0.0%ETFVery LowSylvania, OH2026-10-26
Valley National Advisers Inc
22$1.9K0.0%ETFLowBethlehem, PA2026-10-23
Silver Grove Financial Group, Inc.
17$1.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Compass Financial Management LLC
12$1.0K0.0%CoreN/ATampa, FL2026-10-30
Capital Investment Advisory Services, LLC
5$4430.0%CoreMediumRaleigh, NC2026-10-30