Vault-13

ISHARES TR EFA

MSCI EAFE ETF · ETP · CUSIP 464287465

2,217 institutional holders +170 vs Q3 2025
585,234,203585.2m shares reported held*
$56.3bnreported value*
136 new 843 added 669 reduced 72 sold out net sold ≈ $985.9m (-10.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($90.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.24. Options: 32 managers hold calls ($6.2bn notional), 40 hold puts ($7.5bn).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,591Q4 22: 1,703Q1 23: 1,728Q2 23: 1,786Q3 23: 1,753Q4 23: 1,868Q1 24: 1,857Q2 24: 1,857Q3 24: 1,864Q4 24: 1,948Q1 25: 1,965Q2 25: 2,031Q3 25: 2,047Q4 25: 2,2172,217Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20221,591
Q4 20221,703
Q1 20231,728
Q2 20231,786
Q3 20231,753
Q4 20231,868
Q1 20241,857
Q2 20241,857
Q3 20241,864
Q4 20241,948
Q1 20251,965
Q2 20252,031
Q3 20252,047
Q4 20252,217

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ1 24: 584 bought or addedQ1 24: 935 cut or sold outQ2 24: 753 bought or addedQ2 24: 807 cut or sold outQ2 24Q3 24: 645 bought or addedQ3 24: 806 cut or sold outQ4 24: 791 bought or addedQ4 24: 792 cut or sold outQ4 24Q1 25: 672 bought or addedQ1 25: 957 cut or sold outQ2 25: 952 bought or addedQ2 25: 757 cut or sold outQ2 25Q3 25: 815 bought or addedQ3 25: 772 cut or sold outQ4 25: 979 bought or addedQ4 25: 741 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024584935
Q2 2024753807
Q3 2024645806
Q4 2024791792
Q1 2025672957
Q2 2025952757
Q3 2025815772
Q4 2025979741

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2bn$4bn$6bn$8bnQ1 25 calls: $4.9bnQ1 25 puts: $5.8bnQ1 25P/C 1.17Q2 25 calls: $5.1bnQ2 25 puts: $6.6bnQ2 25P/C 1.29Q3 25 calls: $6.4bnQ3 25 puts: $7.5bnQ3 25P/C 1.17Q4 25 calls: $6.2bnQ4 25 puts: $7.5bnQ4 25P/C 1.21
Numbers
QuarterCallsPutsP/C
Q1 2025$4.9bn$5.8bn1.17
Q2 2025$5.1bn$6.6bn1.29
Q3 2025$6.4bn$7.5bn1.17
Q4 2025$6.2bn$7.5bn1.21

Biggest buyers

MORGAN STANLEY Added +4,244,605+4.2m
Corient Private Wealth LP Added +2,522,506+2.5m
BANK OF AMERICA CORP /DE/ Added +1,931,949+1.9m
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC Added +1,922,902+1.9m
BlackRock, Inc. Added +1,708,571+1.7m
WCM INVESTMENT MANAGEMENT, LLC Added +1,512,625+1.5m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +1,448,721+1.4m
Capital International Investors Added +1,275,694+1.3m
SG Americas Securities, LLC Added +1,223,126+1.2m
GOLDMAN SACHS GROUP INC Added +1,151,742+1.2m

Biggest sellers

JPMORGAN CHASE & CO Reduced -19,435,155-19.4m
CAUSEWAY CAPITAL MANAGEMENT LLC Reduced -4,876,663-4.9m
Board of Trustees of The Leland Stanford Junior University Sold out -3,346,434-3.3m
CITADEL ADVISORS LLC Reduced -1,939,007-1.9m
CIBC Asset Management Inc Reduced -1,927,731-1.9m
BANK OF NOVA SCOTIA Reduced -1,621,590-1.6m
JANE STREET GROUP, LLC Reduced -1,542,535-1.5m
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Reduced -1,278,548-1.3m
ROYAL BANK OF CANADA Reduced -979,303-979.3k
WGI DM, LLC Sold out -754,025-754.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.8bn19.0m shares
GOLDMAN SACHS GROUP INC Added $1.0bn10.5m shares
JANE STREET GROUP, LLC Reduced $606.8m6.3m shares
BARCLAYS PLC Added $488.7m5.1m shares
CITIGROUP INC Added $487.1m5.1m shares
BlackRock, Inc. Reduced $301.2m3.1m shares
Squarepoint Ops LLC Added $232.7m2.4m shares
WELLS FARGO & COMPANY/MN Added $216.4m2.3m shares
MILLENNIUM MANAGEMENT LLC Reduced $176.2m1.8m shares
UBS Group AG Reduced $158.7m1.7m shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.2bn22.6m shares
JANE STREET GROUP, LLC Added $758.8m7.9m shares
WELLS FARGO & COMPANY/MN Added $631.5m6.6m shares
GOLDMAN SACHS GROUP INC Reduced $443.9m4.6m shares
Squarepoint Ops LLC Added $406.6m4.2m shares
BARCLAYS PLC Added $405.4m4.2m shares
CITIGROUP INC Reduced $387.8m4.0m shares
MILLENNIUM MANAGEMENT LLC Added $374.0m3.9m shares
CITADEL ADVISORS LLC Added $343.8m3.6m shares
ROYAL BANK OF CANADA Reduced $329.8m3.4m shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -1.2 pts · filed 2026-07-17 11.8% -1.2 pts 88.0m≈ $9.1bn 2026-07-17

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.15% of their portfolio New York, NY 93,153,17293.2m $8.9bn $8.9bn 0.15% Added +1.7m +1,708,571
2 BANK OF AMERICA CORP /DE/ 0.28% of their portfolio CHARLOTTE, NC 40,215,96540.2m $3.9bn $3.9bn 0.28% Added +1.9m +1,931,949
3 MORGAN STANLEY 0.18% of their portfolio NEW YORK, NY 31,617,59931.6m $3.0bn $3.0bn 0.18% Added +4.2m +4,244,605
4 GOLDMAN SACHS GROUP INC 0.42% of their portfolio NEW YORK, NY 30,808,52330.8m $3.0bn $3.0bn 0.42% Added +1.2m +1,151,742
5 JPMORGAN CHASE & CO 0.14% of their portfolio NEW YORK, NY 21,517,51521.5m $2.1bn $2.1bn 0.14% Reduced -19.4m -19,435,155
6 NORTHERN TRUST CORP 0.26% of their portfolio CHICAGO, IL 21,303,58721.3m $2.0bn $2.0bn 0.26% Added +205.9k +205,935
7 WELLS FARGO & COMPANY/MN 0.30% of their portfolio SAN FRANCISCO, CA 16,217,32216.2m $1.6bn $1.6bn 0.30% Added +643.5k +643,540
8 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 17.63% of their portfolio MILWAUKEE, WI 15,736,76615.7m $1.5bn $1.5bn 17.63% Added +1.9m +1,922,902
9 UBS Group AG 0.22% of their portfolio ZURICH, V8 11,766,14711.8m $1.1bn $1.1bn 0.22% Reduced -230.7k -230,720
10 ROYAL BANK OF CANADA 0.17% of their portfolio TORONTO, A6 9,876,6489.9m $948.5m $948.5m 0.17% Reduced -979.3k -979,303
11 FMR LLC 0.04% of their portfolio BOSTON, MA 8,767,4978.8m $841.9m $841.9m 0.04% Reduced -119.5k -119,466
12 TD Asset Management Inc 0.66% of their portfolio Toronto, A6 8,500,2558.5m $816.3m $816.3m 0.66% Reduced -185.3k -185,252
13 PNC Financial Services Group, Inc. 0.44% of their portfolio Pittsburgh, PA 8,457,2928.5m $812.2m $812.2m 0.44% Reduced -39.9k -39,914
14 Bank of New York Mellon Corp 0.13% of their portfolio NEW YORK, NY 7,929,6457.9m $761.5m $761.5m 0.13% Added +27.0k +26,963
15 US BANCORP \DE\ 0.81% of their portfolio MINNEAPOLIS, MN 7,186,9817.2m $690.2m $690.2m 0.81% Reduced -210.9k -210,919
16 AlTi Global, Inc. 12.67% of their portfolio NEW YORK, NY 6,152,9356.2m $590.9m $590.9m 12.67% Added +152.5k +152,513
17 ENVESTNET ASSET MANAGEMENT INC 0.17% of their portfolio Berwyn, PA 5,973,9196.0m $573.7m $573.7m 0.17% Reduced -449.9k -449,855
18 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 5,871,3615.9m $563.8m $563.8m 0.15% Added +352.6k +352,599
19 Corient Private Wealth LP 0.30% of their portfolio MIAMI, FL 4,658,5234.7m $446.9m $446.9m 0.30% Added +2.5m +2,522,506
20 BANK OF MONTREAL /CAN/ 0.17% of their portfolio TORONTO, A6 4,370,9774.4m $419.7m $419.7m 0.17% Added +104.8k +104,816
21 BESSEMER GROUP INC 0.64% of their portfolio WOODBRIDGE, NJ 4,367,4704.4m $419.4m $419.4m 0.64% Reduced -62.8k -62,769
22 TRUIST FINANCIAL CORP 0.55% of their portfolio CHARLOTTE, NC 4,253,1684.3m $408.4m $408.4m 0.55% Added +169.7k +169,693
23 RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio ST. PETERSBURG, FL 3,718,5563.7m $357.1m $357.1m 0.11% Added +269.1k +269,137
24 Mariner, LLC 0.37% of their portfolio Overland Park, KS 3,277,4413.3m $314.7m $314.7m 0.37% Added +492.4k +492,444
25 JONES FINANCIAL COMPANIES LLLP 0.18% of their portfolio DES PERES, MO 2,992,6153.0m $287.4m $287.4m 0.18% Reduced -677.0k -676,980
26 Sand Hill Global Advisors, LLC 9.71% of their portfolio Palo Alto, CA 2,897,2592.9m $278.2m $278.2m 9.71% Added +56.0k +55,971
27 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 2,768,8162.8m $266.0m $266.0m 0.06% Reduced -613.5k -613,507
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.34% of their portfolio BALA CYNWYD, PA 2,577,5962.6m $247.5m $247.5m 0.34% Added +1.4m +1,448,721
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.15% of their portfolio MILWAUKEE, WI 2,499,2262.5m $240.0m $240.0m 0.15% Added +38.5k +38,518
30 NATIXIS ADVISORS, LLC 0.34% of their portfolio Boston, MA 2,472,6572.5m $237.4m $237.4m 0.34% Added +130.9k +130,880
31 Hackensack Meridian Health, Inc. 21.37% of their portfolio EDISON, NJ 2,440,9322.4m $234.4m $234.4m 21.37% Unchanged
32 COMERICA BANK 0.93% of their portfolio DALLAS, TX 2,429,9882.4m $233.4m $233.4m 0.93% Added +645.8k +645,794
33 Badgley Phelps Wealth Managers, LLC 3.98% of their portfolio SEATTLE, WA 2,261,7702.3m $217.2m $217.2m 3.98% Added +72.7k +72,740
34 MACKENZIE FINANCIAL CORP 0.25% of their portfolio TORONTO ONTARIO, A6 2,197,3562.2m $211.5m $211.5m 0.25% Added +50.5k +50,525
35 PRUDENTIAL FINANCIAL INC 0.25% of their portfolio NEWARK, NJ 2,146,4842.1m $206.1m $206.1m 0.25% Reduced -251.7k -251,699
36 Rockefeller Capital Management L.P. 0.37% of their portfolio NEW YORK, NY 2,134,3552.1m $205.0m $205.0m 0.37% Added +219.7k +219,689
37 REGIONS FINANCIAL CORP 1.29% of their portfolio BIRMINGHAM, AL 2,093,1772.1m $201.0m $201.0m 1.29% Reduced -5.1k -5,067
38 Creative Planning 0.14% of their portfolio OVERLAND PARK, KS 2,069,3492.1m $198.7m $198.7m 0.14% Reduced -1.9k -1,904
39 Hirtle & Co., LLC 6.56% of their portfolio WEST CONSHOHOCKEN, PA 2,007,5462.0m $192.8m $192.8m 6.56% Reduced -6.9k -6,917
40 Capital International Investors 0.03% of their portfolio Los Angeles, CA 1,966,4972.0m $189.6m $189.6m 0.03% Added +1.3m +1,275,694
41 Cullen/Frost Bankers, Inc. 2.06% of their portfolio San Antonio, TX 1,951,2312.0m $187.4m $187.4m 2.06% Added +64.9k +64,898
42 Cetera Investment Advisers 0.20% of their portfolio SCHAUMBURG, IL 1,881,8461.9m $180.7m $180.7m 0.20% Added +68.8k +68,801
43 BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio PARIS, I0 1,853,6661.9m $178.0m $178.0m 0.11% Added +606.2k +606,212
44 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,651,7501.7m $158.6m $158.6m 0.17% Added +10.5k +10,510
45 Financial Engines Advisors L.L.C. 0.30% of their portfolio SANTA CLARA, CA 1,644,2341.6m $157.9m $157.9m 0.30% Reduced -36.8k -36,757
46 M&T Bank Corp 0.50% of their portfolio BUFFALO, NY 1,626,7221.6m $156.2m $156.2m 0.50% Reduced -1.3k -1,263
47 Cerity Partners LLC 0.23% of their portfolio NEW YORK, NY 1,612,8461.6m $154.9m $154.9m 0.23% Added +4.9k +4,905
48 SG Americas Securities, LLC 0.20% of their portfolio NEW YORK, NY 1,603,1391.6m $153.9m $153.9m 0.20% Added +1.2m +1,223,126
49 KEYBANK NATIONAL ASSOCIATION/OH 0.55% of their portfolio BROOKLYN, OH 1,585,2691.6m $152.2m $152.2m 0.55% Reduced -8.0k -7,991
50 Focus Partners Wealth 0.17% of their portfolio ST LOUIS, MO 1,547,4131.5m $148.6m $148.6m 0.17% Added +653.2k +653,178
51 STIFEL FINANCIAL CORP 0.13% of their portfolio ST. LOUIS, MO 1,533,5231.5m $147.3m $147.3m 0.13% Added +66.2k +66,192
52 WCM INVESTMENT MANAGEMENT, LLC 0.30% of their portfolio LAGUNA BEACH, CA 1,526,6071.5m $147.2m $147.2m 0.30% Added +1.5m +1,512,625
53 MERCER GLOBAL ADVISORS INC /ADV 0.21% of their portfolio DENVER, CO 1,463,5521.5m $140.5m $140.5m 0.21% Added +41.7k +41,721
54 OSAIC HOLDINGS, INC. 0.20% of their portfolio SCOTTSDALE, AZ 1,440,2721.4m $138.3m $138.3m 0.20% Added +1.9k +1,862
55 Baird Financial Group, Inc. 0.21% of their portfolio MILWAUKEE, WI 1,407,2711.4m $135.1m $135.1m 0.21% Reduced -5.8k -5,822
56 CIBC Private Wealth Group LLC 0.23% of their portfolio ATLANTA, GA 1,386,1441.4m $133.1m $133.1m 0.23% Added +113.8k +113,833
57 ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio NASHVILLE, TN 1,345,6701.3m $129.2m $129.2m 0.04% Added +192.8k +192,817
58 Arvest Bank Trust Division 6.94% of their portfolio DEWEY, OK 1,333,7661.3m $128.1m $128.1m 6.94% Reduced -13.9k -13,889
59 CAPTRUST FINANCIAL ADVISORS 0.24% of their portfolio RALEIGH, NC 1,298,5711.3m $124.7m $124.7m 0.24% Added +2.2k +2,195
60 BAILARD, INC. 2.71% of their portfolio Foster City, CA 1,272,6381.3m $122.2m $122.2m 2.71% Reduced -154.7k -154,678
61 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.21% of their portfolio TALLAHASSEE, FL 1,252,2851.3m $120.3m $120.3m 0.21% Reduced -1.3m -1,278,548
62 FIFTH THIRD BANCORP 0.36% of their portfolio CINCINNATI, OH 1,186,4741.2m $113.9m $113.9m 0.36% Reduced -24.2k -24,206
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.15% of their portfolio PLYMOUTH, MN 1,114,0571.1m $109.5m $109.5m 0.15% Added +35.4k +35,445
64 Squarepoint Ops LLC 0.21% of their portfolio NEW YORK, NY 1,075,8391.1m $103.3m $103.3m 0.21% Added +309.5k +309,467
65 WoodTrust Financial Corp 12.05% of their portfolio WISCONSIN RAPIDS, WI 1,075,2871.1m $103.3m $103.3m 12.05% Added +16.6k +16,600
66 CIBC Asset Management Inc 0.25% of their portfolio TORONTO, Z4 1,066,5071.1m $102.4m $102.4m 0.25% Reduced -1.9m -1,927,731
67 COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio WALTHAM, MA 1,061,2251.1m $101.9m $101.9m 0.14% Added +10.3k +10,276
68 Prosperity Consulting Group, LLC 4.30% of their portfolio OWINGS MILLS, MD 995,723995.7k $95.6m $95.6m 4.30% Added +186.0k +186,030
69 HUNTINGTON NATIONAL BANK 0.57% of their portfolio COLUMBUS, OH 992,266992.3k $95.3m $95.3m 0.57% Reduced -30.1k -30,097
70 Linscomb Wealth, Inc. 3.94% of their portfolio Houston, TX 978,336978.3k $93.9m $93.9m 3.94% Reduced -14.1k -14,105
71 BROWN ADVISORY INC 0.12% of their portfolio BALTIMORE, MD 929,302929.3k $89.2m $89.2m 0.12% Added +97.4k +97,363
72 Pathstone Holdings, LLC 0.34% of their portfolio ENGLEWOOD, NJ 927,756927.8k $89.1m $89.1m 0.34% Reduced -48.7k -48,722
73 BLAIR WILLIAM & CO/IL 0.24% of their portfolio CHICAGO, IL 926,883926.9k $89.0m $89.0m 0.24% Added +72.2k +72,180
74 BOKF, NA 1.36% of their portfolio TULSA, OK 925,553925.6k $88.9m $88.9m 1.36% Reduced -41.1k -41,083
75 TIAA TRUST, NATIONAL ASSOCIATION 0.21% of their portfolio CHARLOTTE, NC 899,276899.3k $86.4m $86.4m 0.21% Added +590.0k +590,047
76 GLENMEDE TRUST CO NA 0.41% of their portfolio PHILADELPHIA, PA 896,683896.7k $86.1m $86.1m 0.41% First filing
77 Pinnacle Financial Partners, Inc. 0.65% of their portfolio ATLANTA, GA 895,323895.3k $86.0m $86.0m 0.65% First filing
78 Ensign Peak Advisors, Inc 0.14% of their portfolio SALT LAKE CITY, UT 835,796835.8k $80.3m $80.3m 0.14% Added +15.5k +15,482
79 Qube Research & Technologies Ltd 0.11% of their portfolio LONDON, X0 832,255832.3k $79.9m $79.9m 0.11% Added +826.2k +826,217
80 Mondrian Investment Partners LTD 1.32% of their portfolio LONDON, X0 831,595831.6k $79.9m $79.9m 1.32% Added +474.2k +474,219
81 BECKER CAPITAL MANAGEMENT INC 2.26% of their portfolio Portland, OR 821,593821.6k $78.9m $78.9m 2.26% Added +19.9k +19,879
82 Valmark Advisers, Inc. 0.97% of their portfolio AKRON, OH 821,334821.3k $78.9m $78.9m 0.97% Added +1.5k +1,469
83 Annis Gardner Whiting Capital Advisors, LLC 14.35% of their portfolio TAMPA, FL 788,652788.7k $75.7m $75.7m 14.35% Unchanged
84 MML INVESTORS SERVICES, LLC 0.18% of their portfolio SPRINGFIELD, MA 778,926778.9k $74.8m $74.8m 0.18% Added +78.3k +78,297
85 STOCK YARDS BANK & TRUST CO 2.27% of their portfolio LOUISVILLE, KY 771,704771.7k $74.1m $74.1m 2.27% Added +35.2k +35,209
86 HSBC HOLDINGS PLC 0.02% of their portfolio LONDON, X0 727,978728.0k $69.9m $69.9m 0.02% Reduced -466.3k -466,318
87 Janney Montgomery Scott LLC 0.16% of their portfolio PHILADELPHIA, PA 726,719726.7k $69.8m $69.8m 0.16% Added +2.0k +2,014
88 HANCOCK WHITNEY CORP 1.26% of their portfolio GULFPORT, MS 725,799725.8k $69.7m $69.7m 1.26% Added +4.9k +4,858
89 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 720,229720.2k $69.2m $69.2m 0.02% Added +7.7k +7,746
90 Miller Investment Management, LP 6.71% of their portfolio WEST CONSHOHOCKEN, PA 715,962716.0k $68.8m $68.8m 6.71% Reduced -102.0k -101,978
91 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 705,346705.3k $67.7m $67.7m 0.18% Added +12.0k +11,993
92 AMG National Trust Bank 1.59% of their portfolio GREENWOOD VILLAGE, CO 702,790702.8k $67.5m $67.5m 1.59% Reduced -4.8k -4,829
93 Absolute Gestao de Investimentos Ltda. 6.97% of their portfolio SAO PAULO, D5 692,000692.0k $66.5m $66.5m 6.97% Added +406.5k +406,500
94 Cresset Asset Management, LLC 0.28% of their portfolio Chicago, IL 688,274688.3k $66.1m $66.1m 0.28% Added +47.3k +47,280
95 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 686,686686.7k $65.9m $65.9m 0.04% Reduced -1.9m -1,939,007
96 NorthRock Partners, LLC 1.11% of their portfolio MINNEAPOLIS, MN 682,820682.8k $65.6m $65.6m 1.11% Added +372.0k +371,990
97 USA FINANCIAL FORMULAS 11.71% of their portfolio ADA, MI 670,448670.4k $64.4m $64.4m 11.71% Reduced -20.8k -20,754
98 Valeo Financial Advisors, LLC 1.42% of their portfolio CARMEL, IN 663,613663.6k $63.7m $63.7m 1.42% Added +9.1k +9,098
99 BONTEMPO OHLY CAPITAL MGMT LLC 26.68% of their portfolio BETHESDA, MD 644,953645.0k $61.9m $61.9m 26.68% Reduced -4.1k -4,073
100 BIP Wealth, LLC 2.18% of their portfolio ATLANTA, GA 642,637642.6k $61.7m $61.7m 2.18% Reduced -6.8k -6,795