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Ishares Ibonds DEC 2027 Term (IBTH)

CUSIP: 46436E841 | NYSE | 467 institutional holders

Quarters

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

Globalt Investments LLC / GA2,882,542
2.2% of portfolio›$64.3M
LPL Financial LLC2,324,278
0.0% of portfolio›$51.9M
Brookstone Capital Management1,694,622
0.4% of portfolio›$37.8M
Connecticut Wealth Management, LLC1,625,542
1.3% of portfolio›$36.3M
Financial Advisory Corp1,426,834
4.1% of portfolio›$31.8M
Swmg, LLC1,417,277
6.9% of portfolio›$31.6M
Cliftonlarsonallen Wealth Advisors, LLC934,872
0.3% of portfolio›$20.9M
Fulton Bank, N.A.933,928
0.6% of portfolio›$20.8M
Carnegie Investment Counsel880,566
0.4% of portfolio›$19.7M
Capital Investment Advisors, LLC867,743
0.3% of portfolio›$19.4M
MKT Advisors LLC843,063
6.0% of portfolio›$18.8M
Journey Advisory Group, LLC821,832
1.4% of portfolio›$18.3M
Asset Advisors Investment Management, LLC819,948
1.6% of portfolio›$18.3M
Denver PWM, LLC799,222
5.9% of portfolio›$17.8M
BIP Wealth, LLC672,802
0.4% of portfolio›$15.0M
Parallel Advisors, LLC601,963
0.2% of portfolio›$13.4M
MV Capital Management, Inc.601,771
1.2% of portfolio›$13.4M
Krilogy Financial LLC582,136
0.4% of portfolio›$13.0M
Titleist Asset Management, LLC568,376
0.8% of portfolio›$12.7M
Thrivent Financial for Lutherans520,533
0.0% of portfolio›$11.6M
Shelton Wealth Management, LLC512,366
4.5% of portfolio›$11.4M
Rebalance, LLC486,882
0.6% of portfolio›$10.9M
McGuire Investment Group, LLC473,155
0.9% of portfolio›$10.6M
Apella Capital, LLC454,263
0.1% of portfolio›$10.1M
Commonwealth Equity Services, LLC437,950
0.0% of portfolio›$9.8M
Chatham Capital Group, Inc.420,901
1.2% of portfolio›$9.4M
Flavin Financial Services, Inc.399,961
4.8% of portfolio›$8.9M
Midwest Professional Planners, Ltd.385,083
1.7% of portfolio›$8.6M
Delta Wealth Advisors LLC382,901
5.9% of portfolio›$8.5M
Fagan Associates, Inc.308,497
0.8% of portfolio›$6.9M
Asset Dedication, LLC286,726
0.4% of portfolio›$6.4M
Gradient Investments LLC251,359
0.1% of portfolio›$5.6M
Truist Financial Corp251,098
0.0% of portfolio›$5.6M
Stockman Wealth Management, Inc.243,159
0.6% of portfolio›$5.4M
Accretive Wealth Partners, LLC240,569
1.1% of portfolio›$5.4M
D.A. Davidson & Co.224,821
0.0% of portfolio›$5.0M
True Private Wealth Advisors221,130
0.4% of portfolio›$4.9M
Howland Capital Management LLC210,427
0.2% of portfolio›$4.7M
Cambridge Investment Research Advisors, Inc.209,202
0.0% of portfolio›$4.7K
Valmark Advisers, Inc.202,459
0.0% of portfolio›$4.5M
Parkside Financial Bank & Trust200,311
0.3% of portfolio›$4.5M
Central Trust Co193,672
0.1% of portfolio›$4.3M
Wealth Enhancement Trust Services, Inc.180,000
0.4% of portfolio›$4.0M
Wealth Enhancement Advisory Services, LLC159,639
0.0% of portfolio›$3.6M
Lantz Financial LLC159,359
0.6% of portfolio›$3.6M
Ashton Thomas Private Wealth, LLC153,436
0.1% of portfolio›$3.4M
Signaturefd, LLC152,743
0.0% of portfolio›$3.4M
Allworth Financial LP147,933
0.0% of portfolio›$3.3M
Park Avenue Securities LLC142,840
0.0% of portfolio›$3.2K
Cornerstone Planning, LLC141,723
0.7% of portfolio›$3.2M
Legacy Private Trust Co.138,347
0.2% of portfolio›$3.1M
Old Port Advisors132,564
0.6% of portfolio›$3.0M
Atria Investments, Inc131,323
0.0% of portfolio›$2.9M
Centennial Advisors, LLC116,821
3.1% of portfolio›$2.6M
Hughes Financial Services, LLC112,180
0.3% of portfolio›$2.5M
JIM Saulnier & Associates, LLC105,059
0.9% of portfolio›$2.3M
KOM Wealth Management Group, LLC101,328
1.1% of portfolio›$2.3M
Gould Asset Management LLC99,185
0.4% of portfolio›$2.2M
Montecito Bank & Trust95,145
0.3% of portfolio›$2.1M
IFP Advisors, Inc91,031
0.0% of portfolio›$2.0M
Mechanics Bank Trust Department89,283
0.2% of portfolio›$2.0M
NewSquare Capital LLC88,311
0.1% of portfolio›$2.0M
Associated Banc-Corp87,060
0.0% of portfolio›$1.9M
Evexia Wealth LLC86,266
0.5% of portfolio›$1.9M
True Link Financial Advisors, LLC84,821
0.1% of portfolio›$1.9M
Creative Planning78,873
0.0% of portfolio›$1.8M
Modera Wealth Management, LLC78,700
0.0% of portfolio›$1.8M
Scissortail Wealth Management, LLC76,070
0.3% of portfolio›$1.7M
Choreo, LLC75,791
0.0% of portfolio›$1.7M
Phillips Financial Management, LLC74,005
0.1% of portfolio›$1.7M
KFG Wealth Management, LLC73,498
0.2% of portfolio›$1.6M
Barrett & Company, Inc.71,977
0.4% of portfolio›$1.6M
Foundry Financial Group, Inc.71,360
0.7% of portfolio›$1.6M
MGO One Seven LLC68,682
0.0% of portfolio›$1.5M
Klaas Financial Asset Advisors, LLC68,421
0.2% of portfolio›$1.5M
Great Diamond Partners, LLC68,371
0.3% of portfolio›$1.5M
Cannon Financial Strategists, Inc.65,054
0.2% of portfolio›$1.5M
Compass Ion Advisors, LLC64,355
0.1% of portfolio›$1.4M
Leo Wealth, LLC61,466
0.3% of portfolio›$1.4M
Merit Financial Group, LLC61,248
0.0% of portfolio›$1.4M
Kestra Advisory Services, LLC60,493
0.0% of portfolio›$1.4M
Avantax Planning Partners, Inc.59,884
0.0% of portfolio›$1.3M
Riverchase Wealth Management, LLC58,278
0.6% of portfolio›$1.3M
Rossmore Private Capital55,422
0.1% of portfolio›$1.2M
Community Financial Services Group, LLC54,935
0.2% of portfolio›$1.2M
Kestra Private Wealth Services, LLC52,650
0.0% of portfolio›$1.2M
Horizons Wealth Management50,986
0.7% of portfolio›$1.1M
Bailard, Inc.50,870
0.0% of portfolio›$1.1M
Nvwm, LLC50,511
0.2% of portfolio›$1.1M
Woodley Farra Manion Portfolio Management Inc49,867
0.1% of portfolio›$1.1M
4J Wealth Management LLC47,754
0.5% of portfolio›$1.1M
Lido Advisors, LLC47,648
0.0% of portfolio›$1.1M
Davenport & Co LLC47,357
0.0% of portfolio›$1.1M
Simplicity Wealth,LLC47,256
0.0% of portfolio›$1.1M
Straight Path Wealth Management46,551
0.2% of portfolio›$1.0M
Probity Advisors, Inc.43,936
0.1% of portfolio›$980.7K
Moulton Wealth Management, Inc42,990
0.6% of portfolio›$957.4K
Prosperity Planning, Inc.41,311
0.2% of portfolio›$922.1K
Apollon Wealth Management, LLC40,035
0.0% of portfolio›$893.6K
Dudley Capital Management, LLC39,325
0.3% of portfolio›$877.7K
King Luther Capital Management Corp39,255
0.0% of portfolio›$876.2K
Ellis Investment Partners, LLC38,524
0.1% of portfolio›$859.9K
Physician Wealth Advisors, Inc.37,506
0.1% of portfolio›$837.1K
Money Concepts Capital Corp37,444
0.0% of portfolio›$835.8K
Farther Finance Advisors, LLC37,239
0.0% of portfolio›$831.2K
Duncker Streett & Co Inc36,787
0.1% of portfolio›$821.1K
Mission Wealth Management, LP35,181
0.0% of portfolio›$785.2K
Chris Bulman Inc33,973
0.3% of portfolio›$758.3K
Mesirow Financial Investment Management, Inc.31,129
0.0% of portfolio›$694.8K
Avidian Wealth Enterprises, LLC29,716
0.0% of portfolio›$663.3K
Koshinski Asset Management, Inc.27,523
0.0% of portfolio›$614.3K
Blake Schutter Theil Wealth Advisors, LLC27,039
0.4% of portfolio›$603.5K
Conrad Siegel Investment Advisors, Inc.26,998
0.1% of portfolio›$602.6K
Schmidt P J Investment Management Inc26,472
0.1% of portfolio›$590.8K
Chesley Taft & Associates LLC26,400
0.0% of portfolio›$589.2K
Essential Planning, Llc.26,018
0.2% of portfolio›$580.7K
Spectrum Asset Management, Inc. (NB )25,856
0.2% of portfolio›$577.1K
Focused Wealth Management, Inc25,695
0.0% of portfolio›$573.5K
PNC Financial Services Group, Inc.24,246
0.0% of portfolio›$541.2K
Stonebridge Financial Group, LLC23,917
0.0% of portfolio›$533.8K
Mlp3, LLC23,876
0.5% of portfolio›$532.9K
Meyer Handelman Co23,729
0.0% of portfolio›$529.6K
Cambridge Financial Group, LLC23,712
0.2% of portfolio›$530.4K
Tableaux LLC23,525
0.2% of portfolio›$525.1K
Pinnacle Bancorp, Inc.23,375
0.1% of portfolio›$521.7K
Raab & Moskowitz Asset Management LLC23,314
0.1% of portfolio›$520.4K
Beacon Financial Planning, Inc22,233
0.2% of portfolio›$496.3K
Jacobi Capital Management LLC20,215
0.0% of portfolio›$451.2K
KPP Advisory Services LLC20,000
0.1% of portfolio›$446.4K
Churchill Financial Advisors, LLC19,972
0.1% of portfolio›$445.8K
Walleye Partners, LLC19,853
0.5% of portfolio›$443.1K
Cornerstone Wealth Group, LLC19,770
0.0% of portfolio›$441.3K
Visionary Wealth Advisors18,596
0.0% of portfolio›$415.1K
McLean Asset Management Corp18,067
0.1% of portfolio›$403.0K
Nottingham Advisors, Inc.17,000
0.0% of portfolio›$378.6K
Kestra Investment Management, LLC16,435
0.0% of portfolio›$366.8K
Smithbridge Asset Management Inc16,400
0.0% of portfolio›$366.0K
DecisionMap Wealth Management, LLC16,111
0.2% of portfolio›$359.6K
CFS Investment Advisory Services, LLC16,093
0.0% of portfolio›$358.5K
Prime Capital Investment Advisors, LLC15,880
0.0% of portfolio›$354.4K
Opus Capital Group, LLC15,782
0.0% of portfolio›$352
Towne Trust Company, N.a15,670
0.1% of portfolio›$349.8K
XY Planning Network, Inc.15,449
0.0% of portfolio›$344.8K
Trinity Wealth Management, LLC15,152
0.1% of portfolio›$338.2K
Paladin Wealth, LLC15,007
0.2% of portfolio›$335.0K
High Note Wealth, LLC14,871
0.1% of portfolio›$331.9K
Midland Wealth Advisors, LLC14,812
0.0% of portfolio›$330.6K
Keeler Thomas Management LLC14,801
0.1% of portfolio›$330.4K
Single Point Partners, LLC14,703
0.1% of portfolio›$328.2K
Cascade Investment Group, Inc.14,509
0.2% of portfolio›$323.8K
Milestone Asset Management, LLC13,611
0.0% of portfolio›$303.8K
Alessandra Capital Management, LLC13,500
0.2% of portfolio›$301.3K
Level Four Advisory Services, LLC13,151
0.0% of portfolio›$293.5K
Yoder Wealth Management, Inc.13,000
0.1% of portfolio›$290.2K
Moneco Advisors, LLC12,942
0.0% of portfolio›$288.9K
Blue Square Asset Management, LLC12,723
0.1% of portfolio›$284.0K
Alamar Capital Management, LLC12,700
0.1% of portfolio›$283.5K
Washington Trust Co12,294
0.0% of portfolio›$274.4K
Prospera Financial Services Inc11,964
0.0% of portfolio›$267.5K
Old Mission Investment Co LLC11,494
0.1% of portfolio›$256.5K
Atwater Malick LLC11,480
0.1% of portfolio›$256.2K
Highland Financial Advisors, LLC11,306
0.1% of portfolio›$252.4K
Beese Fulmer Investment Management, Inc.11,283
0.0% of portfolio›$251.8K
Aspen Private Advisors, LLC11,250
0.2% of portfolio›$251.1K
Decker Wealth Management LLC11,174
0.1% of portfolio›$249.4K
River Street Advisors LLC11,128
0.1% of portfolio›$248.4K
Mascoma Wealth Management LLC11,028
0.0% of portfolio›$246.1K
Resonant Capital Advisors, LLC11,009
0.0% of portfolio›$245.7K
Commonwealth Financial Services, LLC10,970
0.0% of portfolio›$244.9K
White Lighthouse Investment Management Inc.10,949
0.0% of portfolio›$244.4K
Fifth Third Bancorp10,807
0.0% of portfolio›$241.2K
Guidance Point Advisors, LLC10,710
0.1% of portfolio›$239.0K
Independent Financial Group, LLC10,227
0.0% of portfolio›$228.3K
Autumn Glory Partners, LLC10,135
0.1% of portfolio›$226.2K
Mattern Capital Management, LLC10,100
0.0% of portfolio›$225.4K
Carmel Capital Partners, LLC10,000
0.1% of portfolio›$223.2K
Cherry Tree Wealth Management, LLC9,875
0.0% of portfolio›$220.4K
Walser Wealth Management Company, A Ltd Liability Co9,376
0.1% of portfolio›$209.3K
Summit Financial Strategies, Inc.8,971
0.0% of portfolio›$200.2K
Trust Co8,534
0.0% of portfolio›$190.5K
Clearstead Trust, LLC7,900
0.0% of portfolio›$176.3K
Peck Wealth Management, LLC7,150
0.1% of portfolio›$159.6K
Concord Wealth Partners6,904
0.0% of portfolio›$154.1K
Montag A & Associates Inc5,638
0.0% of portfolio›$125.8K
Wilmington Savings Fund Society, FSB5,000
0.0% of portfolio›$111.6K
Key FInancial Inc4,835
0.0% of portfolio›$107.9K
Costello Asset Management, Inc4,016
0.0% of portfolio›$89.6K
Harbor Investment Advisory, LLC3,555
0.0% of portfolio›$79.3K
Spire Wealth Management3,328
0.0% of portfolio›$74.3K
NBH Bank2,747
0.0% of portfolio›$61.3K
Hara Capital LLC2,510
0.0% of portfolio›$56.0K
Blue Trust, Inc.2,423
0.0% of portfolio›$54.1K
US Bancorp \de\2,371
0.0% of portfolio›$52.9K
Washington Trust Advisors, Inc.1,432
0.0% of portfolio›$32.0K
Laurel Wealth Advisors LLC1,350
0.0% of portfolio›$30.1K
Princeton Global Asset Management LLC1,335
0.0% of portfolio›$29.8K
Clearstead Advisors, LLC1,153
0.0% of portfolio›$25.7K
Balentine LLC1,131
0.0% of portfolio›$25.2K
Ascentis Independent Advisors1,000
0.0% of portfolio›$22.3K
CoreCap Advisors, LLC973
0.0% of portfolio›$21.7K
Clayton Financial Group LLC946
0.0% of portfolio›$21.1K
Robbins Farley904
0.0% of portfolio›$20.2K
First Premier Bank773
0.0% of portfolio›$17
Oakworth Capital, Inc.699
0.0% of portfolio›$15.6K
Gilpin Wealth Management, LLC377
0.0% of portfolio›$8.4K
Signature Equity Partners, LLC340
0.0% of portfolio›$7.6K
Hyposwiss Advisors SA300
0.0% of portfolio›$6.7K
First Bancorp, Inc281
0.0% of portfolio›$6.3K
Bank of New Hampshire233
0.0% of portfolio›$5.2K
Birch Financial Group, LLC175
0.0% of portfolio›$3.9K
Larson Financial Group LLC53
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Globalt Investments LLC / GA
2,882,542$64.3M2.2%ETFLowAtlanta, GA2026-10-27
LPL Financial LLC
2,324,278$51.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Brookstone Capital Management
1,694,622$37.8M0.4%ETFMediumWheaton, IL2026-10-22
Connecticut Wealth Management, LLC
1,625,542$36.3M1.3%ETFLowFarmington, CT2026-10-13
Financial Advisory Corp
1,426,834$31.8M4.1%ETFVery LowGrand Rapids, MI2026-10-14
Swmg, LLC
1,417,277$31.6M6.9%ETFMediumFort Worth, TX2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
934,872$20.9M0.3%ETFLowMinneapolis, MN2026-10-14
Fulton Bank, N.A.
933,928$20.8M0.6%CoreLowLancaster, PA2026-10-14
Carnegie Investment Counsel
880,566$19.7M0.4%CoreLowPepper Pike, OH2026-10-20
Capital Investment Advisors, LLC
867,743$19.4M0.3%CoreLowAtlanta, GA2026-10-22
MKT Advisors LLC
843,063$18.8M6.0%ETFLowCarlsbad, CA2026-10-20
Journey Advisory Group, LLC
821,832$18.3M1.4%CoreMediumCovington, KY2026-11-04
Asset Advisors Investment Management, LLC
819,948$18.3M1.6%CoreLowAugusta, GA2026-10-19
Denver PWM, LLC
799,222$17.8M5.9%ETFLowDenver, CO2026-10-22
BIP Wealth, LLC
672,802$15.0M0.4%ETFMediumAtlanta, GA2026-10-22
Parallel Advisors, LLC
601,963$13.4M0.2%IndexLowSan Francisco, CA2026-11-03
MV Capital Management, Inc.
601,771$13.4M1.2%ETFLowBethesda, MD2026-10-29
Krilogy Financial LLC
582,136$13.0M0.4%GrowthLowSt. Louis, MO2026-10-13
Titleist Asset Management, LLC
568,376$12.7M0.8%ETFLowSan Antonio, TX2026-10-08
Thrivent Financial for Lutherans
520,533$11.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Shelton Wealth Management, LLC
512,366$11.4M4.5%GrowthMediumFort Worth, TX2026-10-16
Rebalance, LLC
486,882$10.9M0.6%ETFVery LowPalo Alto, CA2026-10-22
McGuire Investment Group, LLC
473,155$10.6M0.9%Agg GrowthLowWakefield, RI2026-10-23
Apella Capital, LLC
454,263$10.1M0.1%ETFVery LowWest Hartford, CT2026-10-08
Commonwealth Equity Services, LLC
437,950$9.8M0.0%ETFLowWaltham, MA2026-11-02
Chatham Capital Group, Inc.
420,901$9.4M1.2%CoreLowSavannah, GA2026-10-16
Flavin Financial Services, Inc.
399,961$8.9M4.8%CoreVery LowMelbourne, FL2026-10-21
Midwest Professional Planners, Ltd.
385,083$8.6M1.7%GrowthMediumWausau, WI2026-10-29
Delta Wealth Advisors LLC
382,901$8.5M5.9%ETFMediumIndianapolis, IN2026-10-09
Fagan Associates, Inc.
308,497$6.9M0.8%GrowthLowTroy, NY2026-10-13
Asset Dedication, LLC
286,726$6.4M0.4%ETFLowSan Francisco, CA2026-11-03
Gradient Investments LLC
251,359$5.6M0.1%CoreMediumArden Hills, MN2026-10-08
Truist Financial Corp
251,098$5.6M0.0%CoreLowCharlotte, NC2026-10-30
Stockman Wealth Management, Inc.
243,159$5.4M0.6%CoreLowBillings, MT2026-10-27
Accretive Wealth Partners, LLC
240,569$5.4M1.1%ETFVery LowParsippany, NJ2026-11-06
D.A. Davidson & Co.
224,821$5.0M0.0%CoreLowGreat Falls, MT2026-10-28
True Private Wealth Advisors
221,130$4.9M0.4%ETFMediumSalem, OR2026-10-19
Howland Capital Management LLC
210,427$4.7M0.2%CoreLowBoston, MA2026-10-22
Cambridge Investment Research Advisors, Inc.
209,202$4.7K0.0%ETFLowFairfield, IA2026-11-02
Valmark Advisers, Inc.
202,459$4.5M0.0%ETFVery LowAkron, OH2026-11-06
Parkside Financial Bank & Trust
200,311$4.5M0.3%CoreVery LowSaint Louis, MO2026-10-27
Central Trust Co
193,672$4.3M0.1%CoreLowJefferson City, MO2026-11-05
Wealth Enhancement Trust Services, Inc.
180,000$4.0M0.4%GrowthMediumSioux Falls, SD2026-10-07
Wealth Enhancement Advisory Services, LLC
159,639$3.6M0.0%CoreLowPlymouth, MN2026-10-13
Lantz Financial LLC
159,359$3.6M0.6%ETFLowNaperville, IL2026-10-15
Ashton Thomas Private Wealth, LLC
153,436$3.4M0.1%CoreMediumScottsdale, AZ2026-11-03
Signaturefd, LLC
152,743$3.4M0.0%IndexLowAtlanta, GA2026-10-23
Allworth Financial LP
147,933$3.3M0.0%IndexLowFolsom, CA2026-11-06
Park Avenue Securities LLC
142,840$3.2K0.0%ETFMediumNew York, NY2026-10-26
Cornerstone Planning, LLC
141,723$3.2M0.7%CoreMediumCharlotte, NC2026-10-27
Legacy Private Trust Co.
138,347$3.1M0.2%ETFLowNeenah, WI2026-10-06
Old Port Advisors
132,564$3.0M0.6%GARPLowPortland, ME2026-10-23
Atria Investments, Inc
131,323$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
Centennial Advisors, LLC
116,821$2.6M3.1%ETFHighAustin, TX2026-10-21
Hughes Financial Services, LLC
112,180$2.5M0.3%ETFLowHerndon, VA2026-10-30
JIM Saulnier & Associates, LLC
105,059$2.3M0.9%ETFLowFort Collins, CO2026-11-04
KOM Wealth Management Group, LLC
101,328$2.3M1.1%ETFLowAppleton, WI2026-10-15
Gould Asset Management LLC
99,185$2.2M0.4%ETFLowClaremont, CA2026-11-06
Montecito Bank & Trust
95,145$2.1M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
IFP Advisors, Inc
91,031$2.0M0.0%GrowthLowTampa, FL2026-10-16
Mechanics Bank Trust Department
89,283$2.0M0.2%CoreLowWalnut Creek, CA2026-10-13
NewSquare Capital LLC
88,311$2.0M0.1%ETFMediumNewtown Square, PA2026-11-06
Associated Banc-Corp
87,060$1.9M0.0%CoreLowGreen Bay, WI2026-10-30
Evexia Wealth LLC
86,266$1.9M0.5%CoreMediumStevens Point, WI2026-11-05
True Link Financial Advisors, LLC
84,821$1.9M0.1%ETFLowSan Francisco, CA2026-10-27
Creative Planning
78,873$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Modera Wealth Management, LLC
78,700$1.8M0.0%ETFVery LowWestwood, NJ2026-10-28
Scissortail Wealth Management, LLC
76,070$1.7M0.3%ETFLowTulsa, OK2026-11-03
Choreo, LLC
75,791$1.7M0.0%IndexLowRockford, IL2026-10-28
Phillips Financial Management, LLC
74,005$1.7M0.1%ETFVery LowFort Wayne, IN2026-10-19
KFG Wealth Management, LLC
73,498$1.6M0.2%ETFMediumGranger, IN2026-10-16
Barrett & Company, Inc.
71,977$1.6M0.4%ETFLowProvidence, RI2026-10-22
Foundry Financial Group, Inc.
71,360$1.6M0.7%ETFLowLaconia, NH2026-10-28
MGO One Seven LLC
68,682$1.5M0.0%GrowthLowBeachwood, OH2026-10-28
Klaas Financial Asset Advisors, LLC
68,421$1.5M0.2%ETFVery LowLoves Park, IL2026-10-19
Great Diamond Partners, LLC
68,371$1.5M0.3%CoreMediumPortland, ME2026-10-13
Cannon Financial Strategists, Inc.
65,054$1.5M0.2%ETFVery LowAthens, GA2026-10-19
Compass Ion Advisors, LLC
64,355$1.4M0.1%ETFVery LowConshohocken, PA2026-10-23
Leo Wealth, LLC
61,466$1.4M0.3%CoreLowHurst, TX2026-10-26
Merit Financial Group, LLC
61,248$1.4M0.0%ETFLowAlpharetta, GA2026-11-06
Kestra Advisory Services, LLC
60,493$1.4M0.0%CoreLowAustin, TX2026-11-02
Avantax Planning Partners, Inc.
59,884$1.3M0.0%ETFLowDubuque, IA2026-11-03
Riverchase Wealth Management, LLC
58,278$1.3M0.6%ETFMediumFlower Mound, TX2026-10-28
Rossmore Private Capital
55,422$1.2M0.1%CoreLowGlastonbury, CT2026-10-27
Community Financial Services Group, LLC
54,935$1.2M0.2%GrowthLowNewport, VT2026-10-15
Kestra Private Wealth Services, LLC
52,650$1.2M0.0%GrowthLowAustin, TX2026-11-06
Horizons Wealth Management
50,986$1.1M0.7%ETFLowAsheville, NC2026-10-05
Bailard, Inc.
50,870$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Nvwm, LLC
50,511$1.1M0.2%GrowthMediumYardley, PA2026-10-14
Woodley Farra Manion Portfolio Management Inc
49,867$1.1M0.1%ValueMediumIndianapolis, IN2026-11-05
4J Wealth Management LLC
47,754$1.1M0.5%ETFMediumMclean, VA2026-11-02
Lido Advisors, LLC
47,648$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Davenport & Co LLC
47,357$1.1M0.0%CoreMediumRichmond, VA2026-10-14
Simplicity Wealth,LLC
47,256$1.1M0.0%ETFLowSummit, NJ2026-10-23
Straight Path Wealth Management
46,551$1.0M0.2%ETFLowJenison, MI2026-10-23
Probity Advisors, Inc.
43,936$980.7K0.1%ETFLowDallas, TX2026-10-23
Moulton Wealth Management, Inc
42,990$957.4K0.6%ETFVery HighSpokane, WA2026-10-13
Prosperity Planning, Inc.
41,311$922.1K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Apollon Wealth Management, LLC
40,035$893.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Dudley Capital Management, LLC
39,325$877.7K0.3%GrowthLowMiddleburg, VA2026-10-23
King Luther Capital Management Corp
39,255$876.2K0.0%CoreLowFort Worth, TX2026-11-05
Ellis Investment Partners, LLC
38,524$859.9K0.1%ETFLowBerwyn, PA2026-10-21
Physician Wealth Advisors, Inc.
37,506$837.1K0.1%ETFMediumMidvale, UT2026-10-20
Money Concepts Capital Corp
37,444$835.8K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Farther Finance Advisors, LLC
37,239$831.2K0.0%IndexLowSan Francisco, CA2026-10-08
Duncker Streett & Co Inc
36,787$821.1K0.1%GrowthLowSt. Louis, MO2026-10-27
Mission Wealth Management, LP
35,181$785.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Chris Bulman Inc
33,973$758.3K0.3%ETFLowRoseville, CA2026-10-20
Mesirow Financial Investment Management, Inc.
31,129$694.8K0.0%CoreLowChicago, IL2026-11-05
Avidian Wealth Enterprises, LLC
29,716$663.3K0.0%ETFLowHouston, TX2026-10-08
Koshinski Asset Management, Inc.
27,523$614.3K0.0%ETFLowDecatur, IL2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
27,039$603.5K0.4%ETFLowDayton, OH2026-11-02
Conrad Siegel Investment Advisors, Inc.
26,998$602.6K0.1%ETFLowHarrisburg, PA2026-10-08
Schmidt P J Investment Management Inc
26,472$590.8K0.1%GrowthVery LowCedarburg, WI2026-11-02
Chesley Taft & Associates LLC
26,400$589.2K0.0%CoreLowChicago, IL2026-10-13
Essential Planning, Llc.
26,018$580.7K0.2%ETFLowPortsmouth, NH2026-10-21
Spectrum Asset Management, Inc. (NB )
25,856$577.1K0.2%CoreMediumNewport Beach, CA2026-10-19
Focused Wealth Management, Inc
25,695$573.5K0.0%ETFLowNewburgh, NY2026-10-30
PNC Financial Services Group, Inc.
24,246$541.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Stonebridge Financial Group, LLC
23,917$533.8K0.0%ETFMediumWormleysburg, PA2026-10-01
Mlp3, LLC
23,876$532.9K0.5%CoreVery LowLinwood, NJ2026-10-22
Meyer Handelman Co
23,729$529.6K0.0%CoreLowRye Brook, NY2026-10-28
Cambridge Financial Group, LLC
23,712$530.4K0.2%ETFLowTucson, AZ2026-10-06
Tableaux LLC
23,525$525.1K0.2%ETFLowStockbridge, MA2026-10-23
Pinnacle Bancorp, Inc.
23,375$521.7K0.1%CoreVery LowBeatrice, NE2026-10-21
Raab & Moskowitz Asset Management LLC
23,314$520.4K0.1%CoreLowChatham, NJ2026-11-02
Beacon Financial Planning, Inc
22,233$496.3K0.2%ETFVery LowHyannis, MA2026-11-04
Jacobi Capital Management LLC
20,215$451.2K0.0%CoreLowPittston, PA2026-11-05
KPP Advisory Services LLC
20,000$446.4K0.1%GrowthMediumLouisville, KY2026-10-26
Churchill Financial Advisors, LLC
19,972$445.8K0.1%CoreLowLouisville, KY2026-10-20
Walleye Partners, LLC
19,853$443.1K0.5%ValueLowMadison, WI2026-10-13
Cornerstone Wealth Group, LLC
19,770$441.3K0.0%CoreMediumHuntersville, NC2026-11-02
Visionary Wealth Advisors
18,596$415.1K0.0%ETFLowO'Fallon, IL2026-11-04
McLean Asset Management Corp
18,067$403.0K0.1%ETFVery LowTysons, VA2026-11-06
Nottingham Advisors, Inc.
17,000$378.6K0.0%ETFLowAmherst, NY2026-10-29
Kestra Investment Management, LLC
16,435$366.8K0.0%ETFMediumAustin, TX2026-11-04
Smithbridge Asset Management Inc
16,400$366.0K0.0%GrowthLowChadds Ford, PA2026-10-19
DecisionMap Wealth Management, LLC
16,111$359.6K0.2%ETFLowGreat Falls, VA2026-10-29
CFS Investment Advisory Services, LLC
16,093$358.5K0.0%ETFMediumTotowa, NJ2026-10-19
Prime Capital Investment Advisors, LLC
15,880$354.4K0.0%ETFLowOverland Park, KS2026-10-20
Opus Capital Group, LLC
15,782$3520.0%ETFVery LowCincinnati, OH2026-10-30
Towne Trust Company, N.a
15,670$349.8K0.1%CoreLowNewport News, VA2026-10-28
XY Planning Network, Inc.
15,449$344.8K0.0%ETFLowBozeman, MT2026-10-14
Trinity Wealth Management, LLC
15,152$338.2K0.1%ETFMediumBerwyn, PA2026-10-13
Paladin Wealth, LLC
15,007$335.0K0.2%CoreLowArden Hills, MN2026-10-23
High Note Wealth, LLC
14,871$331.9K0.1%ETFVery LowDeephaven, MN2026-10-27
Midland Wealth Advisors, LLC
14,812$330.6K0.0%ETFLowEffingham, IL2026-10-26
Keeler Thomas Management LLC
14,801$330.4K0.1%CoreHighOrem, UT2026-10-29
Single Point Partners, LLC
14,703$328.2K0.1%ETFVery LowBoston, MA2026-10-19
Cascade Investment Group, Inc.
14,509$323.8K0.2%CoreLowColorado Springs, CO2026-10-13
Milestone Asset Management, LLC
13,611$303.8K0.0%GrowthHighPittsburgh, PA2026-10-15
Alessandra Capital Management, LLC
13,500$301.3K0.2%CoreMediumTorrance, CA2026-10-30
Level Four Advisory Services, LLC
13,151$293.5K0.0%CoreLowDallas, TX2026-11-06
Yoder Wealth Management, Inc.
13,000$290.2K0.1%ETFLowWalnut Creek, CA2026-10-13
Moneco Advisors, LLC
12,942$288.9K0.0%ETFLowFairfield, CT2026-11-05
Blue Square Asset Management, LLC
12,723$284.0K0.1%MomentumMediumNew York, NY2026-11-02
Alamar Capital Management, LLC
12,700$283.5K0.1%GrowthMediumSanta Barbara, CA2026-11-02
Washington Trust Co
12,294$274.4K0.0%GrowthVery LowWesterly, RI2026-10-22
Prospera Financial Services Inc
11,964$267.5K0.0%CoreMediumDallas, TX2026-11-04
Old Mission Investment Co LLC
11,494$256.5K0.1%ETFLowTraverse City, MI2026-10-22
Atwater Malick LLC
11,480$256.2K0.1%CoreLowLancaster, PA2026-10-15
Highland Financial Advisors, LLC
11,306$252.4K0.1%ETFVery LowWayne, NJ2026-10-19
Beese Fulmer Investment Management, Inc.
11,283$251.8K0.0%CoreLowCanton, OH2026-10-23
Aspen Private Advisors, LLC
11,250$251.1K0.2%ETFN/ASioux Falls, SD2026-10-27
Decker Wealth Management LLC
11,174$249.4K0.1%MomentumLowNashville, TN2026-10-09
River Street Advisors LLC
11,128$248.4K0.1%CoreLowAurora, IL2026-10-22
Mascoma Wealth Management LLC
11,028$246.1K0.0%ETFVery LowHanover, NH2026-10-23
Resonant Capital Advisors, LLC
11,009$245.7K0.0%ETFLowMadison, WI2026-10-15
Commonwealth Financial Services, LLC
10,970$244.9K0.0%ETFMediumVienna, WV2026-10-20
White Lighthouse Investment Management Inc.
10,949$244.4K0.0%ETFVery LowBedford, MA2026-10-21
Fifth Third Bancorp
10,807$241.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Guidance Point Advisors, LLC
10,710$239.0K0.1%ETFVery LowWellesley, MA2026-10-15
Independent Financial Group, LLC
10,227$228.3K0.0%GrowthLowSan Diego, CA2026-10-13
Autumn Glory Partners, LLC
10,135$226.2K0.1%CoreMediumDallas, TX2026-10-26
Mattern Capital Management, LLC
10,100$225.4K0.0%CoreMediumLakewood, CO2026-11-02
Carmel Capital Partners, LLC
10,000$223.2K0.1%ValueMediumSan Diego, CA2026-11-03
Cherry Tree Wealth Management, LLC
9,875$220.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
9,376$209.3K0.1%GrowthHighTampa, FL2026-10-15
Summit Financial Strategies, Inc.
8,971$200.2K0.0%ETFLowColumbus, OH2026-10-14
Trust Co
8,534$190.5K0.0%ETFVery LowManhattan, KS2026-10-09
Clearstead Trust, LLC
7,900$176.3K0.0%GrowthLowPortland, ME2026-11-06
Peck Wealth Management, LLC
7,150$159.6K0.1%ETFLowWhite Plains, NY2026-10-29
Concord Wealth Partners
6,904$154.1K0.0%GrowthLowAbingdon, VA2026-11-02
Montag A & Associates Inc
5,638$125.8K0.0%CoreLowAtlanta, GA2026-10-29
Wilmington Savings Fund Society, FSB
5,000$111.6K0.0%CoreLowWilmington, DE2026-10-23
Key FInancial Inc
4,835$107.9K0.0%ETFLowWest Chester, PA2026-11-02
Costello Asset Management, Inc
4,016$89.6K0.0%CoreLowFeasterville, PA2026-10-30
Harbor Investment Advisory, LLC
3,555$79.3K0.0%GrowthLowLutherville, MD2026-10-13
Spire Wealth Management
3,328$74.3K0.0%GrowthMediumMclean, VA2026-10-30
NBH Bank
2,747$61.3K0.0%CoreN/AGreenwood Village, CO2026-11-05
Hara Capital LLC
2,510$56.0K0.0%Deep ValueMediumBellevue, WA2026-10-30
Blue Trust, Inc.
2,423$54.1K0.0%ETFLowBrentwood, TN2026-10-15
US Bancorp \de\
2,371$52.9K0.0%IndexLowMinneapolis, MN2026-11-05
Washington Trust Advisors, Inc.
1,432$32.0K0.0%GrowthLowWellesley, MA2026-10-22
Laurel Wealth Advisors LLC
1,350$30.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Princeton Global Asset Management LLC
1,335$29.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Clearstead Advisors, LLC
1,153$25.7K0.0%ETFLowCleveland, OH2026-11-06
Balentine LLC
1,131$25.2K0.0%ETFLowAtlanta, GA2026-11-03
Ascentis Independent Advisors
1,000$22.3K0.0%ETFLowDallas, TX2026-11-03
CoreCap Advisors, LLC
973$21.7K0.0%ETFMediumSouthfield, MI2026-10-08
Clayton Financial Group LLC
946$21.1K0.0%ETFLowSt. Louis, MO2026-10-13
Robbins Farley
904$20.2K0.0%CoreMediumBedford, NH2026-10-21
First Premier Bank
773$170.0%CoreVery LowSioux Falls, SD2026-10-13
Oakworth Capital, Inc.
699$15.6K0.0%ETFLowBirmingham, AL2026-10-26
Gilpin Wealth Management, LLC
377$8.4K0.0%GrowthLowDenver, CO2026-10-09
Signature Equity Partners, LLC
340$7.6K0.0%GrowthMediumColumbus, OH2026-10-29
Hyposwiss Advisors SA
300$6.7K0.0%ETFLowGeneva, Switzerland2026-10-26
First Bancorp, Inc
281$6.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
Bank of New Hampshire
233$5.2K0.0%CoreLowLaconia, NH2026-10-06
Birch Financial Group, LLC
175$3.9K0.0%CoreLowKeene, NH2026-10-27
Larson Financial Group LLC
53$1.2K0.0%GrowthLowSt Louis, MO2026-11-05