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Ishares Ibonds DEC 2026 Term (IBTG)

CUSIP: 46436E858 | NYSE | 484 institutional holders

Quarters

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

Connecticut Wealth Management, LLC2,049,615
1.7% of portfolio›$46.9M
Financial Advisory Corp1,587,633
4.6% of portfolio›$36.3M
Krilogy Financial LLC894,474
0.6% of portfolio›$20.4M
MKT Advisors LLC792,655
5.8% of portfolio›$18.1M
Capital Investment Advisors, LLC691,366
0.2% of portfolio›$15.8M
Denver PWM, LLC675,466
5.1% of portfolio›$15.5M
Apella Capital, LLC645,847
0.2% of portfolio›$14.7M
Scissortail Wealth Management, LLC642,868
2.7% of portfolio›$14.7M
Carnegie Investment Counsel641,876
0.3% of portfolio›$14.7M
MV Capital Management, Inc.639,320
1.3% of portfolio›$14.6M
Rebalance, LLC471,559
0.6% of portfolio›$10.8M
Asset Dedication, LLC471,496
0.7% of portfolio›$10.8M
Asset Advisors Investment Management, LLC458,007
0.9% of portfolio›$10.5M
Commonwealth Equity Services, LLC413,520
0.0% of portfolio›$9.5M
Titleist Asset Management, LLC386,220
0.6% of portfolio›$8.8M
Midwest Professional Planners, Ltd.380,175
1.7% of portfolio›$8.7M
Thrivent Financial for Lutherans322,398
0.0% of portfolio›$7.4M
Juno Financial Group LLC273,498
2.2% of portfolio›$6.3M
Gradient Investments LLC253,328
0.1% of portfolio›$5.8M
Mesirow Financial Investment Management, Inc.250,664
0.1% of portfolio›$5.7M
Central Trust Co234,398
0.1% of portfolio›$5.4M
Archer Investment Corp228,200
1.0% of portfolio›$5.2M
Trinity Wealth Management, LLC222,992
1.6% of portfolio›$5.1M
Parkside Financial Bank & Trust218,579
0.3% of portfolio›$5.0M
Stockman Wealth Management, Inc.178,351
0.4% of portfolio›$4.1M
Lantz Financial LLC157,454
0.7% of portfolio›$3.6M
Americana Partners, LLC153,675
0.1% of portfolio›$3.5M
Lido Advisors, LLC150,251
0.0% of portfolio›$3.4M
Csenge Advisory Group146,720
0.1% of portfolio›$3.4M
Brookstone Capital Management137,597
0.0% of portfolio›$3.1M
Littlejohn Financial Services, Inc.137,068
2.3% of portfolio›$3.1M
Howland Capital Management LLC135,434
0.1% of portfolio›$3.1M
Delta Wealth Advisors LLC128,690
2.0% of portfolio›$2.9M
Creative Planning123,254
0.0% of portfolio›$2.8M
Atria Investments, Inc120,723
0.0% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC119,813
0.0% of portfolio›$2.7M
Bailard, Inc.115,813
0.1% of portfolio›$2.6M
Centennial Advisors, LLC114,494
3.1% of portfolio›$2.6M
Hughes Financial Services, LLC109,819
0.3% of portfolio›$2.5M
Phillips Financial Management, LLC108,216
0.2% of portfolio›$2.5M
Signaturefd, LLC102,001
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC94,626
0.0% of portfolio›$2.2M
Mission Wealth Management, LP92,468
0.0% of portfolio›$2.1M
Endowment Wealth Management, Inc.90,333
0.7% of portfolio›$2.1M
Montecito Bank & Trust90,074
0.3% of portfolio›$2.1M
Klaas Financial Asset Advisors, LLC89,466
0.3% of portfolio›$2.0M
Associated Banc-Corp89,411
0.0% of portfolio›$2.0M
IFP Advisors, Inc89,391
0.0% of portfolio›$2.0M
Kestra Private Wealth Services, LLC86,233
0.0% of portfolio›$2.0M
Sunbeam Capital Management, LLC84,541
0.9% of portfolio›$1.9M
KFG Wealth Management, LLC77,770
0.2% of portfolio›$1.8M
KOM Wealth Management Group, LLC74,086
0.8% of portfolio›$1.7M
Park Avenue Securities LLC72,961
0.0% of portfolio›$1.7K
Modera Wealth Management, LLC72,602
0.0% of portfolio›$1.7M
True Link Financial Advisors, LLC71,292
0.1% of portfolio›$1.6M
MGO One Seven LLC69,171
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.68,976
0.0% of portfolio›$1.6K
Cannon Financial Strategists, Inc.63,514
0.2% of portfolio›$1.5M
Compound Planning, Inc.63,472
0.0% of portfolio›$1.5M
Riverchase Wealth Management, LLC62,980
0.7% of portfolio›$1.4M
Trust Co60,343
0.1% of portfolio›$1.4M
Wealth Enhancement Trust Services, Inc.60,000
0.1% of portfolio›$1.4M
Avantax Planning Partners, Inc.57,906
0.0% of portfolio›$1.3M
Merit Financial Group, LLC56,573
0.0% of portfolio›$1.3M
Essential Planning, Llc.54,950
0.3% of portfolio›$1.3M
Compass Ion Advisors, LLC52,270
0.1% of portfolio›$1.2M
International Assets Investment Management, LLC49,169
0.1% of portfolio›$1.1M
Montag A & Associates Inc48,281
0.0% of portfolio›$1.1M
High Note Wealth, LLC47,897
0.2% of portfolio›$1.1M
Davenport & Co LLC45,851
0.0% of portfolio›$1.0M
Rossmore Private Capital45,567
0.1% of portfolio›$1.0M
Horizons Wealth Management44,441
0.6% of portfolio›$1.0M
D.A. Davidson & Co.42,810
0.0% of portfolio›$979.5K
Moulton Wealth Management, Inc41,980
0.6% of portfolio›$957.8K
Prosperity Planning, Inc.41,777
0.2% of portfolio›$955.9K
Beacon Financial Planning, Inc40,015
0.3% of portfolio›$915.5K
Old Port Advisors38,357
0.2% of portfolio›$877.6K
Probity Advisors, Inc.36,974
0.1% of portfolio›$846.0K
Straight Path Wealth Management36,481
0.2% of portfolio›$834.7K
Barrett & Company, Inc.36,407
0.2% of portfolio›$833.0K
Duncker Streett & Co Inc35,862
0.1% of portfolio›$820.5K
Raab & Moskowitz Asset Management LLC35,359
0.2% of portfolio›$809.0K
Schuylkill Financial LLC34,454
0.8% of portfolio›$788.3K
PNC Financial Services Group, Inc.33,775
0.0% of portfolio›$772.8K
Foundry Financial Group, Inc.33,729
0.3% of portfolio›$771.7K
JIM Saulnier & Associates, LLC32,813
0.3% of portfolio›$750.8K
Cambridge Financial Group, LLC30,598
0.2% of portfolio›$700.4K
Great Diamond Partners, LLC29,700
0.1% of portfolio›$679.5K
Conrad Siegel Investment Advisors, Inc.26,766
0.1% of portfolio›$612.4K
Churchill Financial Advisors, LLC26,061
0.1% of portfolio›$596.3K
Farther Finance Advisors, LLC25,808
0.0% of portfolio›$590.5K
Woodley Farra Manion Portfolio Management Inc25,441
0.0% of portfolio›$582.1K
Tableaux LLC25,170
0.2% of portfolio›$575.9K
Ellis Investment Partners, LLC24,821
0.1% of portfolio›$567.9K
Grant Street Asset Management, Inc.23,949
0.1% of portfolio›$547.9K
Physician Wealth Advisors, Inc.21,431
0.1% of portfolio›$490.3K
Cascade Investment Group, Inc.21,263
0.3% of portfolio›$486.5K
Yoder Wealth Management, Inc.21,246
0.2% of portfolio›$486.1K
Robertson Stephens Wealth Management, LLC21,000
0.0% of portfolio›$480.5K
Simplicity Wealth,LLC20,436
0.0% of portfolio›$467.6K
Independent Financial Group, LLC19,000
0.0% of portfolio›$434.7K
Visionary Wealth Advisors18,663
0.0% of portfolio›$427.0K
Mlp3, LLC18,181
0.4% of portfolio›$416.0K
StoneX Group Inc.18,177
0.0% of portfolio›$415.9K
Koshinski Asset Management, Inc.17,175
0.0% of portfolio›$393.0K
CFS Investment Advisory Services, LLC16,946
0.0% of portfolio›$386.7K
Kestra Investment Management, LLC16,115
0.0% of portfolio›$368.7K
Heartwood Wealth Advisors LLC15,491
0.0% of portfolio›$354.4K
Opus Capital Group, LLC15,457
0.0% of portfolio›$354
Dudley Capital Management, LLC14,850
0.1% of portfolio›$339.8K
Paladin Wealth, LLC14,805
0.2% of portfolio›$338.7K
Prospera Financial Services Inc14,793
0.0% of portfolio›$338.6K
Axxcess Wealth Management, LLC14,778
0.0% of portfolio›$338.1K
Towne Trust Company, N.a14,500
0.1% of portfolio›$331.8K
Sagespring Wealth Partners, LLC14,481
0.0% of portfolio›$331.3K
River Street Advisors LLC14,300
0.1% of portfolio›$327.2K
Stonebridge Financial Group, LLC14,285
0.0% of portfolio›$326.8K
Novem Group14,077
0.0% of portfolio›$322.1K
Decker Wealth Management LLC14,070
0.1% of portfolio›$321.9K
Blake Schutter Theil Wealth Advisors, LLC13,915
0.2% of portfolio›$318.4K
Washington Trust Advisors, Inc.13,762
0.0% of portfolio›$314.9K
Mraz, Amerine & Associates, Inc.13,550
0.0% of portfolio›$310.0K
Alessandra Capital Management, LLC13,500
0.2% of portfolio›$308.9K
Keeler Thomas Management LLC12,935
0.1% of portfolio›$296.0K
XY Planning Network, Inc.12,779
0.0% of portfolio›$292.4K
Phillip James Consulting Co.12,590
0.2% of portfolio›$288.1K
Moneco Advisors, LLC12,588
0.0% of portfolio›$288.0K
Blue Square Asset Management, LLC12,496
0.1% of portfolio›$285.9K
Level Four Advisory Services, LLC12,488
0.0% of portfolio›$285.7K
Advisor OS, LLC12,204
0.0% of portfolio›$279.2K
Princeton Global Asset Management LLC12,000
0.0% of portfolio›$274.6K
Schmidt P J Investment Management Inc11,592
0.0% of portfolio›$265.2K
World Equity Group, Inc.11,493
0.1% of portfolio›$263.0K
Unified Investment Management11,323
0.2% of portfolio›$259.1K
Fifth Third Bancorp11,228
0.0% of portfolio›$256.9K
Cherry Tree Wealth Management, LLC11,213
0.0% of portfolio›$256.6K
Parallel Advisors, LLC11,145
0.0% of portfolio›$255.0K
Highland Financial Advisors, LLC11,027
0.1% of portfolio›$252.3K
KPP Advisory Services LLC11,000
0.0% of portfolio›$251.7K
James Investment Research, Inc.11,000
0.0% of portfolio›$251.7K
Cliftonlarsonallen Wealth Advisors, LLC10,932
0.0% of portfolio›$250.1K
Cooper Financial Group10,750
0.0% of portfolio›$246.0K
Guidance Point Advisors, LLC10,494
0.1% of portfolio›$240.1K
Truist Financial Corp9,971
0.0% of portfolio›$228.1K
Autumn Glory Partners, LLC9,939
0.1% of portfolio›$227.4K
DecisionMap Wealth Management, LLC9,593
0.1% of portfolio›$219.5K
Essex Bank9,522
0.0% of portfolio›$217.8K
Apollon Wealth Management, LLC9,414
0.0% of portfolio›$215.4K
Wealth Advisory Solutions, LLC9,401
0.0% of portfolio›$215.1K
Focus Financial Network, Inc.9,328
0.0% of portfolio›$213.4K
Walser Wealth Management Company, A Ltd Liability Co9,179
0.1% of portfolio›$210.0K
VestGen Advisors, LLC9,095
0.0% of portfolio›$208.1K
4J Wealth Management LLC8,882
0.1% of portfolio›$203.2K
Mascoma Wealth Management LLC8,838
0.0% of portfolio›$202.2K
Clearstead Trust, LLC7,652
0.0% of portfolio›$175.1K
Concord Wealth Partners6,751
0.0% of portfolio›$154.5K
United Community Bank5,715
0.0% of portfolio›$130.8K
Spire Wealth Management5,305
0.0% of portfolio›$121.4K
Laurel Wealth Advisors LLC5,200
0.0% of portfolio›$119.0K
Jacobi Capital Management LLC5,050
0.0% of portfolio›$115.6K
Costello Asset Management, Inc4,029
0.0% of portfolio›$92.2K
NorthAvenue LLC3,670
0.1% of portfolio›$84.0K
Key FInancial Inc2,960
0.0% of portfolio›$67.7K
NBH Bank2,679
0.0% of portfolio›$61.3K
Wilmington Savings Fund Society, FSB2,000
0.0% of portfolio›$45.8K
Clayton Financial Group LLC1,849
0.0% of portfolio›$42.3K
Blue Trust, Inc.1,630
0.0% of portfolio›$37.3K
Harbor Investment Advisory, LLC1,200
0.0% of portfolio›$27.5K
Clearstead Advisors, LLC1,126
0.0% of portfolio›$25.8K
Balentine LLC1,105
0.0% of portfolio›$25.3K
Ashton Thomas Private Wealth, LLC1,090
0.0% of portfolio›$24.9K
AlphaCore Capital LLC983
0.0% of portfolio›$22.5K
Robbins Farley884
0.0% of portfolio›$20.2K
First Premier Bank759
0.0% of portfolio›$17
US Bancorp \de\500
0.0% of portfolio›$11.4K
Bank of New Hampshire492
0.0% of portfolio›$11.3K
Signature Equity Partners, LLC233
0.0% of portfolio›$5.3K
Sfam, LLC197
0.0% of portfolio›$4.5K
Birch Financial Group, LLC169
0.0% of portfolio›$3.9K
Gilpin Wealth Management, LLC125
0.0% of portfolio›$2.9K
Key Capital Management, Inc53
0.0% of portfolio›$1.2K
Larson Financial Group LLC51
0.0% of portfolio›$1.2K
First Bancorp, Inc50
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Connecticut Wealth Management, LLC
2,049,615$46.9M1.7%ETFLowFarmington, CT2026-10-13
Financial Advisory Corp
1,587,633$36.3M4.6%ETFVery LowGrand Rapids, MI2026-10-14
Krilogy Financial LLC
894,474$20.4M0.6%GrowthLowSt. Louis, MO2026-10-13
MKT Advisors LLC
792,655$18.1M5.8%ETFLowCarlsbad, CA2026-10-20
Capital Investment Advisors, LLC
691,366$15.8M0.2%CoreLowAtlanta, GA2026-10-22
Denver PWM, LLC
675,466$15.5M5.1%ETFLowDenver, CO2026-10-22
Apella Capital, LLC
645,847$14.7M0.2%ETFVery LowWest Hartford, CT2026-10-08
Scissortail Wealth Management, LLC
642,868$14.7M2.7%ETFLowTulsa, OK2026-11-03
Carnegie Investment Counsel
641,876$14.7M0.3%CoreLowPepper Pike, OH2026-10-20
MV Capital Management, Inc.
639,320$14.6M1.3%ETFLowBethesda, MD2026-10-29
Rebalance, LLC
471,559$10.8M0.6%ETFVery LowPalo Alto, CA2026-10-22
Asset Dedication, LLC
471,496$10.8M0.7%ETFLowSan Francisco, CA2026-11-03
Asset Advisors Investment Management, LLC
458,007$10.5M0.9%CoreLowAugusta, GA2026-10-19
Commonwealth Equity Services, LLC
413,520$9.5M0.0%ETFLowWaltham, MA2026-11-02
Titleist Asset Management, LLC
386,220$8.8M0.6%ETFLowSan Antonio, TX2026-10-08
Midwest Professional Planners, Ltd.
380,175$8.7M1.7%GrowthMediumWausau, WI2026-10-29
Thrivent Financial for Lutherans
322,398$7.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Juno Financial Group LLC
273,498$6.3M2.2%ETFMediumRichmond, VA2026-10-27
Gradient Investments LLC
253,328$5.8M0.1%CoreMediumArden Hills, MN2026-10-08
Mesirow Financial Investment Management, Inc.
250,664$5.7M0.1%CoreLowChicago, IL2026-11-05
Central Trust Co
234,398$5.4M0.1%CoreLowJefferson City, MO2026-11-05
Archer Investment Corp
228,200$5.2M1.0%CoreMediumCarmel, IN2026-11-05
Trinity Wealth Management, LLC
222,992$5.1M1.6%ETFMediumBerwyn, PA2026-10-13
Parkside Financial Bank & Trust
218,579$5.0M0.3%CoreVery LowSaint Louis, MO2026-10-27
Stockman Wealth Management, Inc.
178,351$4.1M0.4%CoreLowBillings, MT2026-10-27
Lantz Financial LLC
157,454$3.6M0.7%ETFLowNaperville, IL2026-10-15
Americana Partners, LLC
153,675$3.5M0.1%CoreMediumHouston, TX2026-10-28
Lido Advisors, LLC
150,251$3.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Csenge Advisory Group
146,720$3.4M0.1%ETFMediumClearwater, FL2026-11-04
Brookstone Capital Management
137,597$3.1M0.0%ETFMediumWheaton, IL2026-10-22
Littlejohn Financial Services, Inc.
137,068$3.1M2.3%ETFHighRoseburg, OR2026-11-06
Howland Capital Management LLC
135,434$3.1M0.1%CoreLowBoston, MA2026-10-22
Delta Wealth Advisors LLC
128,690$2.9M2.0%ETFMediumIndianapolis, IN2026-10-09
Creative Planning
123,254$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
120,723$2.8M0.0%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Advisory Services, LLC
119,813$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Bailard, Inc.
115,813$2.6M0.1%GrowthMediumFoster City, CA2026-10-13
Centennial Advisors, LLC
114,494$2.6M3.1%ETFHighAustin, TX2026-10-21
Hughes Financial Services, LLC
109,819$2.5M0.3%ETFLowHerndon, VA2026-10-30
Phillips Financial Management, LLC
108,216$2.5M0.2%ETFVery LowFort Wayne, IN2026-10-19
Signaturefd, LLC
102,001$2.3M0.0%IndexLowAtlanta, GA2026-10-23
Kestra Advisory Services, LLC
94,626$2.2M0.0%CoreLowAustin, TX2026-11-02
Mission Wealth Management, LP
92,468$2.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Endowment Wealth Management, Inc.
90,333$2.1M0.7%ETFMediumAppleton, WI2026-11-03
Montecito Bank & Trust
90,074$2.1M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
Klaas Financial Asset Advisors, LLC
89,466$2.0M0.3%ETFVery LowLoves Park, IL2026-10-19
Associated Banc-Corp
89,411$2.0M0.0%CoreLowGreen Bay, WI2026-10-30
IFP Advisors, Inc
89,391$2.0M0.0%GrowthLowTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
86,233$2.0M0.0%GrowthLowAustin, TX2026-10-30
Sunbeam Capital Management, LLC
84,541$1.9M0.9%GrowthVery LowAtlanta, GA2026-11-05
KFG Wealth Management, LLC
77,770$1.8M0.2%ETFMediumGranger, IN2026-10-16
KOM Wealth Management Group, LLC
74,086$1.7M0.8%ETFLowAppleton, WI2026-10-15
Park Avenue Securities LLC
72,961$1.7K0.0%ETFMediumNew York, NY2026-10-26
Modera Wealth Management, LLC
72,602$1.7M0.0%ETFVery LowWestwood, NJ2026-10-28
True Link Financial Advisors, LLC
71,292$1.6M0.1%ETFLowSan Francisco, CA2026-10-27
MGO One Seven LLC
69,171$1.6M0.0%GrowthLowBeachwood, OH2026-10-28
Cambridge Investment Research Advisors, Inc.
68,976$1.6K0.0%ETFLowFairfield, IA2026-11-02
Cannon Financial Strategists, Inc.
63,514$1.5M0.2%ETFVery LowAthens, GA2026-10-19
Compound Planning, Inc.
63,472$1.5M0.0%CoreLowNew York, NY2026-11-05
Riverchase Wealth Management, LLC
62,980$1.4M0.7%ETFMediumFlower Mound, TX2026-10-28
Trust Co
60,343$1.4M0.1%ETFVery LowManhattan, KS2026-10-09
Wealth Enhancement Trust Services, Inc.
60,000$1.4M0.1%GrowthMediumSioux Falls, SD2026-10-07
Avantax Planning Partners, Inc.
57,906$1.3M0.0%ETFLowDubuque, IA2026-11-03
Merit Financial Group, LLC
56,573$1.3M0.0%ETFLowAlpharetta, GA2026-11-06
Essential Planning, Llc.
54,950$1.3M0.3%ETFLowPortsmouth, NH2026-10-21
Compass Ion Advisors, LLC
52,270$1.2M0.1%ETFVery LowConshohocken, PA2026-10-23
International Assets Investment Management, LLC
49,169$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
Montag A & Associates Inc
48,281$1.1M0.0%CoreLowAtlanta, GA2026-10-29
High Note Wealth, LLC
47,897$1.1M0.2%ETFVery LowDeephaven, MN2026-10-27
Davenport & Co LLC
45,851$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Rossmore Private Capital
45,567$1.0M0.1%CoreLowGlastonbury, CT2026-10-27
Horizons Wealth Management
44,441$1.0M0.6%ETFLowAsheville, NC2026-10-05
D.A. Davidson & Co.
42,810$979.5K0.0%CoreLowGreat Falls, MT2026-10-28
Moulton Wealth Management, Inc
41,980$957.8K0.6%ETFVery HighSpokane, WA2026-10-13
Prosperity Planning, Inc.
41,777$955.9K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Beacon Financial Planning, Inc
40,015$915.5K0.3%ETFVery LowHyannis, MA2026-11-04
Old Port Advisors
38,357$877.6K0.2%GARPLowPortland, ME2026-10-23
Probity Advisors, Inc.
36,974$846.0K0.1%ETFLowDallas, TX2026-10-23
Straight Path Wealth Management
36,481$834.7K0.2%ETFLowJenison, MI2026-10-23
Barrett & Company, Inc.
36,407$833.0K0.2%ETFLowProvidence, RI2026-10-22
Duncker Streett & Co Inc
35,862$820.5K0.1%GrowthLowSt. Louis, MO2026-10-27
Raab & Moskowitz Asset Management LLC
35,359$809.0K0.2%CoreLowChatham, NJ2026-11-02
Schuylkill Financial LLC
34,454$788.3K0.8%ETFN/AWyomissing, PA2026-10-21
PNC Financial Services Group, Inc.
33,775$772.8K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Foundry Financial Group, Inc.
33,729$771.7K0.3%ETFLowLaconia, NH2026-10-28
JIM Saulnier & Associates, LLC
32,813$750.8K0.3%ETFLowFort Collins, CO2026-11-04
Cambridge Financial Group, LLC
30,598$700.4K0.2%ETFLowTucson, AZ2026-10-06
Great Diamond Partners, LLC
29,700$679.5K0.1%CoreMediumPortland, ME2026-10-13
Conrad Siegel Investment Advisors, Inc.
26,766$612.4K0.1%ETFLowHarrisburg, PA2026-10-08
Churchill Financial Advisors, LLC
26,061$596.3K0.1%CoreLowLouisville, KY2026-10-20
Farther Finance Advisors, LLC
25,808$590.5K0.0%IndexLowSan Francisco, CA2026-10-08
Woodley Farra Manion Portfolio Management Inc
25,441$582.1K0.0%ValueMediumIndianapolis, IN2026-11-05
Tableaux LLC
25,170$575.9K0.2%ETFLowStockbridge, MA2026-10-23
Ellis Investment Partners, LLC
24,821$567.9K0.1%ETFLowBerwyn, PA2026-10-21
Grant Street Asset Management, Inc.
23,949$547.9K0.1%ETFVery LowCanonsburg, PA2026-10-26
Physician Wealth Advisors, Inc.
21,431$490.3K0.1%ETFMediumMidvale, UT2026-10-20
Cascade Investment Group, Inc.
21,263$486.5K0.3%CoreLowColorado Springs, CO2026-10-13
Yoder Wealth Management, Inc.
21,246$486.1K0.2%ETFLowWalnut Creek, CA2026-10-13
Robertson Stephens Wealth Management, LLC
21,000$480.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Simplicity Wealth,LLC
20,436$467.6K0.0%ETFLowSummit, NJ2026-10-23
Independent Financial Group, LLC
19,000$434.7K0.0%GrowthLowSan Diego, CA2026-10-13
Visionary Wealth Advisors
18,663$427.0K0.0%ETFLowO'Fallon, IL2026-11-04
Mlp3, LLC
18,181$416.0K0.4%CoreVery LowLinwood, NJ2026-10-22
StoneX Group Inc.
18,177$415.9K0.0%ETFMediumNew York, NY2026-11-03
Koshinski Asset Management, Inc.
17,175$393.0K0.0%ETFLowDecatur, IL2026-10-29
CFS Investment Advisory Services, LLC
16,946$386.7K0.0%ETFMediumTotowa, NJ2026-10-19
Kestra Investment Management, LLC
16,115$368.7K0.0%ETFMediumAustin, TX2026-11-04
Heartwood Wealth Advisors LLC
15,491$354.4K0.0%ETFLowRichmond, VA2026-10-05
Opus Capital Group, LLC
15,457$3540.0%ETFVery LowCincinnati, OH2026-10-30
Dudley Capital Management, LLC
14,850$339.8K0.1%GrowthLowMiddleburg, VA2026-10-23
Paladin Wealth, LLC
14,805$338.7K0.2%CoreLowArden Hills, MN2026-10-23
Prospera Financial Services Inc
14,793$338.6K0.0%CoreMediumDallas, TX2026-11-04
Axxcess Wealth Management, LLC
14,778$338.1K0.0%CoreLowCarlsbad, CA2026-10-21
Towne Trust Company, N.a
14,500$331.8K0.1%CoreLowNewport News, VA2026-10-28
Sagespring Wealth Partners, LLC
14,481$331.3K0.0%ETFLowFranklin, TN2026-10-22
River Street Advisors LLC
14,300$327.2K0.1%CoreLowAurora, IL2026-10-22
Stonebridge Financial Group, LLC
14,285$326.8K0.0%ETFMediumWormleysburg, PA2026-10-01
Novem Group
14,077$322.1K0.0%ETFMediumRochester, NY2026-10-19
Decker Wealth Management LLC
14,070$321.9K0.1%MomentumLowNashville, TN2026-10-09
Blake Schutter Theil Wealth Advisors, LLC
13,915$318.4K0.2%ETFLowDayton, OH2026-11-02
Washington Trust Advisors, Inc.
13,762$314.9K0.0%GrowthLowWellesley, MA2026-10-22
Mraz, Amerine & Associates, Inc.
13,550$310.0K0.0%Deep ValueLowModesto, CA2026-10-30
Alessandra Capital Management, LLC
13,500$308.9K0.2%CoreMediumTorrance, CA2026-10-30
Keeler Thomas Management LLC
12,935$296.0K0.1%CoreHighOrem, UT2026-10-29
XY Planning Network, Inc.
12,779$292.4K0.0%ETFLowBozeman, MT2026-10-14
Phillip James Consulting Co.
12,590$288.1K0.2%ETFVery HighPlymouth, MN2026-11-03
Moneco Advisors, LLC
12,588$288.0K0.0%ETFLowFairfield, CT2026-11-05
Blue Square Asset Management, LLC
12,496$285.9K0.1%MomentumMediumNew York, NY2026-11-02
Level Four Advisory Services, LLC
12,488$285.7K0.0%CoreLowDallas, TX2026-11-06
Advisor OS, LLC
12,204$279.2K0.0%ETFMediumChicago, IL2026-11-03
Princeton Global Asset Management LLC
12,000$274.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Schmidt P J Investment Management Inc
11,592$265.2K0.0%GrowthVery LowCedarburg, WI2026-11-02
World Equity Group, Inc.
11,493$263.0K0.1%GrowthMediumSchaumburg, IL2026-10-14
Unified Investment Management
11,323$259.1K0.2%CoreLowAtlanta, GA2026-10-14
Fifth Third Bancorp
11,228$256.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Cherry Tree Wealth Management, LLC
11,213$256.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
Parallel Advisors, LLC
11,145$255.0K0.0%IndexLowSan Francisco, CA2026-11-03
Highland Financial Advisors, LLC
11,027$252.3K0.1%ETFVery LowWayne, NJ2026-10-19
KPP Advisory Services LLC
11,000$251.7K0.0%GrowthMediumLouisville, KY2026-10-26
James Investment Research, Inc.
11,000$251.7K0.0%CoreLowAlpha, OH2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
10,932$250.1K0.0%ETFLowMinneapolis, MN2026-10-14
Cooper Financial Group
10,750$246.0K0.0%GrowthMediumIrvine, CA2026-10-07
Guidance Point Advisors, LLC
10,494$240.1K0.1%ETFVery LowWellesley, MA2026-10-15
Truist Financial Corp
9,971$228.1K0.0%CoreLowCharlotte, NC2026-10-30
Autumn Glory Partners, LLC
9,939$227.4K0.1%CoreMediumDallas, TX2026-10-26
DecisionMap Wealth Management, LLC
9,593$219.5K0.1%ETFLowGreat Falls, VA2026-10-29
Essex Bank
9,522$217.8K0.0%CoreLowEssex, CT2026-10-16
Apollon Wealth Management, LLC
9,414$215.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Wealth Advisory Solutions, LLC
9,401$215.1K0.0%ETFLowZionsville, IN2026-10-20
Focus Financial Network, Inc.
9,328$213.4K0.0%ETFLowMinneapolis, MN2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
9,179$210.0K0.1%GrowthHighTampa, FL2026-10-15
VestGen Advisors, LLC
9,095$208.1K0.0%GrowthMediumChicago, IL2026-10-27
4J Wealth Management LLC
8,882$203.2K0.1%ETFMediumMclean, VA2026-11-02
Mascoma Wealth Management LLC
8,838$202.2K0.0%ETFVery LowHanover, NH2026-10-23
Clearstead Trust, LLC
7,652$175.1K0.0%GrowthLowPortland, ME2026-11-06
Concord Wealth Partners
6,751$154.5K0.0%GrowthLowAbingdon, VA2026-11-02
United Community Bank
5,715$130.8K0.0%CoreLowGreenville, SC2026-10-28
Spire Wealth Management
5,305$121.4K0.0%GrowthMediumMclean, VA2026-10-30
Laurel Wealth Advisors LLC
5,200$119.0K0.0%CoreVery LowCharlotte, NC2026-10-27
Jacobi Capital Management LLC
5,050$115.6K0.0%CoreLowPittston, PA2026-11-05
Costello Asset Management, Inc
4,029$92.2K0.0%CoreLowFeasterville, PA2026-10-30
NorthAvenue LLC
3,670$84.0K0.1%ETFVery LowColumbus, OH2026-10-29
Key FInancial Inc
2,960$67.7K0.0%ETFLowWest Chester, PA2026-11-02
NBH Bank
2,679$61.3K0.0%CoreN/AGreenwood Village, CO2026-11-05
Wilmington Savings Fund Society, FSB
2,000$45.8K0.0%CoreLowWilmington, DE2026-10-23
Clayton Financial Group LLC
1,849$42.3K0.0%ETFLowSt. Louis, MO2026-10-13
Blue Trust, Inc.
1,630$37.3K0.0%ETFLowBrentwood, TN2026-10-15
Harbor Investment Advisory, LLC
1,200$27.5K0.0%GrowthLowLutherville, MD2026-10-13
Clearstead Advisors, LLC
1,126$25.8K0.0%ETFLowCleveland, OH2026-11-06
Balentine LLC
1,105$25.3K0.0%ETFLowAtlanta, GA2026-11-03
Ashton Thomas Private Wealth, LLC
1,090$24.9K0.0%CoreMediumScottsdale, AZ2026-11-03
AlphaCore Capital LLC
983$22.5K0.0%ETFLowLa Jolla, CA2026-11-04
Robbins Farley
884$20.2K0.0%CoreMediumBedford, NH2026-10-21
First Premier Bank
759$170.0%CoreVery LowSioux Falls, SD2026-10-13
US Bancorp \de\
500$11.4K0.0%IndexLowMinneapolis, MN2026-11-05
Bank of New Hampshire
492$11.3K0.0%CoreLowLaconia, NH2026-10-06
Signature Equity Partners, LLC
233$5.3K0.0%GrowthMediumColumbus, OH2026-10-29
Sfam, LLC
197$4.5K0.0%ETFVery LowElmhurst, IL2026-11-03
Birch Financial Group, LLC
169$3.9K0.0%CoreLowKeene, NH2026-10-27
Gilpin Wealth Management, LLC
125$2.9K0.0%GrowthLowDenver, CO2026-10-09
Key Capital Management, Inc
53$1.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Larson Financial Group LLC
51$1.2K0.0%GrowthLowSt Louis, MO2026-11-05
First Bancorp, Inc
50$1.1K0.0%ValueVery LowDamariscotta, ME2026-10-26