Vault-13

ISHARES TR EFA

MSCI EAFE ETF · ETP · CUSIP 464287465

2,266 institutional holders +49 vs Q1 2026
596,777,244596.8m shares reported held*
$61.9bnreported value*
126 new 826 added 773 reduced 74 sold out net bought ≈ $494.5m (+971.4k 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 ($173.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.69. Options: 39 managers hold calls ($5.6bn notional), 43 hold puts ($7.5bn).

Trends to Q2 2026

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: 2,217Q1 26: 2,217Q2 26: 2,2662,266Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 20262,217
Q2 20262,266

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q1 26: 874 bought or addedQ1 26: 851 cut or sold outQ2 26: 952 bought or addedQ2 26: 847 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024645806
Q4 2024791792
Q1 2025672957
Q2 2025952757
Q3 2025815772
Q4 2025979741
Q1 2026874851
Q2 2026952847

Calls vs puts

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

CallsPuts
$0$2bn$4bn$6bn$8bnQ3 25 calls: $6.4bnQ3 25 puts: $7.5bnQ3 25P/C 1.17Q4 25 calls: $6.2bnQ4 25 puts: $7.5bnQ4 25P/C 1.21Q1 26 calls: $6.4bnQ1 26 puts: $6.8bnQ1 26P/C 1.06Q2 26 calls: $5.6bnQ2 26 puts: $7.5bnQ2 26P/C 1.33
Numbers
QuarterCallsPutsP/C
Q3 2025$6.4bn$7.5bn1.17
Q4 2025$6.2bn$7.5bn1.21
Q1 2026$6.4bn$6.8bn1.06
Q2 2026$5.6bn$7.5bn1.33

Biggest buyers

FLOW TRADERS U.S. LLC New +2,466,270+2.5m
GOLDMAN SACHS GROUP INC Added +1,909,334+1.9m
Wellspring Financial Advisors, LLC Added +1,731,924+1.7m
CITIGROUP INC Added +1,681,046+1.7m
OLD MISSION CAPITAL LLC New +1,446,895+1.4m
JANE STREET GROUP, LLC Added +1,430,822+1.4m
SG Americas Securities, LLC Added +851,047+851.0k
BESSEMER GROUP INC Added +801,423+801.4k
NATIONAL BANK OF CANADA /FI/ Added +743,629+743.6k
STRS OHIO Added +727,798+727.8k

Biggest sellers

Oasis Advisors, LLC Reduced -5,878,352-5.9m
UBS Group AG Reduced -2,227,904-2.2m
JPMORGAN CHASE & CO Reduced -1,232,399-1.2m
Absolute Gestao de Investimentos Ltda. Sold out -1,040,000-1.0m
BNP PARIBAS FINANCIAL MARKETS Reduced -947,460-947.5k
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC Reduced -869,449-869.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -827,800-827.8k
TD Asset Management Inc Reduced -802,695-802.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -788,235-788.2k
WELLS FARGO & COMPANY/MN Reduced -785,956-786.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.9bn18.2m shares
JANE STREET GROUP, LLC Added $1.0bn10.1m shares
BARCLAYS PLC Added $297.0m2.9m shares
ROYAL BANK OF CANADA Added $272.0m2.6m shares
CITADEL ADVISORS LLC Reduced $232.3m2.2m shares
UBS Group AG Added $229.8m2.2m shares
GOLDMAN SACHS GROUP INC Reduced $225.3m2.2m shares
WELLS FARGO & COMPANY/MN Reduced $223.3m2.1m shares
CITIGROUP INC Reduced $197.7m1.9m shares
Calamos Advisors LLC Added $168.0m1.7m shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.1bn19.9m shares
JANE STREET GROUP, LLC Added $892.7m8.6m shares
CITIGROUP INC Added $505.4m4.9m shares
ROYAL BANK OF CANADA Added $501.2m4.8m shares
GOLDMAN SACHS GROUP INC Added $460.1m4.4m shares
WELLS FARGO & COMPANY/MN Reduced $362.2m3.5m shares
CITADEL ADVISORS LLC Added $355.9m3.4m shares
Parallax Volatility Advisers, L.P. Added $309.1m3.0m shares
BARCLAYS PLC Added $257.6m2.5m shares
Allianz Asset Management GmbH Added $247.4m2.4m 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.15% of their portfolio New York, NY 94,036,63494.0m $9.8bn $9.8bn 0.15% Reduced -187.5k -187,457
2 BANK OF AMERICA CORP /DE/ 0.27% of their portfolio CHARLOTTE, NC 40,238,46540.2m $4.2bn $4.2bn 0.27% Added +604.5k +604,529
3 GOLDMAN SACHS GROUP INC 0.36% of their portfolio NEW YORK, NY 32,796,46132.8m $3.4bn $3.4bn 0.36% Added +1.9m +1,909,334
4 MORGAN STANLEY 0.17% of their portfolio NEW YORK, NY 30,454,69430.5m $3.2bn $3.2bn 0.17% Added +533.5k +533,535
5 NORTHERN TRUST CORP 0.26% of their portfolio CHICAGO, IL 21,440,27221.4m $2.2bn $2.2bn 0.26% Reduced -586.6k -586,569
6 JPMORGAN CHASE & CO 0.12% of their portfolio NEW YORK, NY 20,067,79120.1m $2.1bn $2.1bn 0.12% Reduced -1.2m -1,232,399
7 WELLS FARGO & COMPANY/MN 0.29% of their portfolio SAN FRANCISCO, CA 16,095,00216.1m $1.7bn $1.7bn 0.29% Reduced -786.0k -785,956
8 UBS Group AG 0.20% of their portfolio ZURICH, V8 12,331,93212.3m $1.3bn $1.3bn 0.20% Reduced -2.2m -2,227,904
9 ROYAL BANK OF CANADA 0.19% of their portfolio TORONTO, A6 10,969,16411.0m $1.1bn $1.1bn 0.19% Added +318.3k +318,264
10 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 12.69% of their portfolio MILWAUKEE, WI 10,419,89210.4m $1.1bn $1.1bn 12.69% Reduced -869.4k -869,449
11 FMR LLC 0.04% of their portfolio BOSTON, MA 8,501,4598.5m $883.1m $883.1m 0.04% Reduced -113.9k -113,948
12 PNC Financial Services Group, Inc. 0.43% of their portfolio Pittsburgh, PA 8,393,6698.4m $871.9m $871.9m 0.43% Reduced -5.9k -5,880
13 TD Asset Management Inc 0.75% of their portfolio Toronto, A6 8,346,1358.3m $867.0m $867.0m 0.75% Reduced -802.7k -802,695
14 Bank of New York Mellon Corp 0.13% of their portfolio NEW YORK, NY 7,866,7687.9m $817.2m $817.2m 0.13% Added +6.6k +6,610
15 ENVESTNET ASSET MANAGEMENT INC 0.18% of their portfolio Berwyn, PA 7,285,7077.3m $756.8m $756.8m 0.18% Added +714.0k +713,952
16 US BANCORP \DE\ 0.80% of their portfolio MINNEAPOLIS, MN 7,091,4877.1m $736.7m $736.7m 0.80% Reduced -40.9k -40,930
17 JONES FINANCIAL COMPANIES LLLP 0.27% of their portfolio DES PERES, MO 6,626,0486.6m $680.0m $680.0m 0.27% Added +271.1k +271,097
18 BESSEMER GROUP INC 0.91% of their portfolio WOODBRIDGE, NJ 6,387,5626.4m $663.5m $663.5m 0.91% Added +801.4k +801,423
19 AlTi Global, Inc. 12.57% of their portfolio NEW YORK, NY 5,853,7785.9m $608.1m $608.1m 12.57% Reduced -368.9k -368,937
20 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 5,668,0755.7m $588.8m $588.8m 0.13% Added +14.2k +14,226
21 TRUIST FINANCIAL CORP 0.59% of their portfolio CHARLOTTE, NC 4,742,2554.7m $492.6m $492.6m 0.59% Reduced -33.7k -33,734
22 BANK OF MONTREAL /CAN/ 0.18% of their portfolio TORONTO, A6 4,674,5174.7m $485.6m $485.6m 0.18% Added +5.6k +5,569
23 CITIGROUP INC 0.19% of their portfolio NEW YORK, NY 3,866,6853.9m $401.7m $401.7m 0.19% Added +1.7m +1,681,046
24 RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio ST. PETERSBURG, FL 3,801,5603.8m $394.9m $394.9m 0.11% Reduced -16.1k -16,121
25 FIFTH THIRD BANCORP 0.63% of their portfolio CINCINNATI, OH 3,752,5433.8m $389.8m $389.8m 0.63% Added +17.6k +17,648
26 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 3,289,4843.3m $342.0m $342.0m 0.07% Reduced -564.0k -564,007
27 Rockefeller Capital Management L.P. 0.51% of their portfolio NEW YORK, NY 3,218,9663.2m $334.4m $334.4m 0.51% Added +130.6k +130,561
28 NATIXIS ADVISORS, LLC 0.35% of their portfolio Boston, MA 3,012,2723.0m $312.9m $312.9m 0.35% Reduced -284.1k -284,126
29 Sand Hill Global Advisors, LLC 9.37% of their portfolio Palo Alto, CA 2,996,1133.0m $311.2m $311.2m 9.37% Reduced -24.3k -24,317
30 Mariner, LLC 0.32% of their portfolio Overland Park, KS 2,891,6422.9m $300.4m $300.4m 0.32% Reduced -236.0k -236,040
31 Hackensack Meridian Health, Inc. 19.81% of their portfolio EDISON, NJ 2,823,9322.8m $293.4m $293.4m 19.81% Added +441.0k +441,000
32 MACKENZIE FINANCIAL CORP 0.27% of their portfolio TORONTO ONTARIO, A6 2,665,9672.7m $276.9m $276.9m 0.27% Added +139.4k +139,357
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.14% of their portfolio MILWAUKEE, WI 2,541,7352.5m $264.0m $264.0m 0.14% Added +85.4k +85,406
34 FLOW TRADERS U.S. LLC 10.52% of their portfolio NEW YORK, NY 2,466,2702.5m $256.2m $256.2m 10.52% New
35 Badgley Phelps Wealth Managers, LLC 4.20% of their portfolio SEATTLE, WA 2,307,2172.3m $239.7m $239.7m 4.20% Added +48.2k +48,239
36 REGIONS FINANCIAL CORP 1.35% of their portfolio BIRMINGHAM, AL 2,178,2892.2m $226.3m $226.3m 1.35% Added +101.6k +101,571
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.19% of their portfolio BALA CYNWYD, PA 2,078,4992.1m $215.9m $215.9m 0.19% Reduced -788.2k -788,235
38 Cullen/Frost Bankers, Inc. 2.09% of their portfolio San Antonio, TX 2,040,0312.0m $211.9m $211.9m 2.09% Added +26.8k +26,808
39 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 2,039,6952.0m $211.9m $211.9m 0.12% Reduced -47.7k -47,658
40 PRUDENTIAL FINANCIAL INC 0.23% of their portfolio NEWARK, NJ 2,029,3822.0m $210.8m $210.8m 0.23% Added +73.8k +73,849
41 Cerity Partners LLC 0.21% of their portfolio NEW YORK, NY 2,008,8502.0m $175.6m $175.6m 0.21% Added +326.1k +326,058
42 CIBC Bancorp USA Inc. 0.26% of their portfolio CHICAGO, IL 2,008,1482.0m $208.2m $208.2m 0.26% Added +173.5k +173,471
43 JANE STREET GROUP, LLC 0.13% of their portfolio NEW YORK, NY 2,001,2022.0m $207.9m $207.9m 0.13% Added +1.4m +1,430,822
44 Hirtle & Co., LLC 6.76% of their portfolio WEST CONSHOHOCKEN, PA 1,980,6012.0m $205.7m $205.7m 6.76% Reduced -18.7k -18,724
45 BARCLAYS PLC 0.06% of their portfolio LONDON, X0 1,891,2121.9m $196.5m $196.5m 0.06% Reduced -329.9k -329,882
46 Cetera Investment Advisers 0.17% of their portfolio SCHAUMBURG, IL 1,795,5911.8m $186.5m $186.5m 0.17% Added +43.5k +43,525
47 Wellspring Financial Advisors, LLC 0.23% of their portfolio CLEVELAND, OH 1,746,1751.7m $3.4m $3.4m 0.23% Added +1.7m +1,731,924
48 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,680,2381.7m $174.5m $174.5m 0.17% Added +12.0k +12,035
49 OSAIC HOLDINGS, INC. 0.21% of their portfolio SCOTTSDALE, AZ 1,679,9511.7m $174.5m $174.5m 0.21% Added +176.2k +176,226
50 Corient Private Wealth LP 0.24% of their portfolio MIAMI, FL 1,655,9001.7m $172.0m $172.0m 0.24% Reduced -371.3k -371,302
51 Focus Partners Wealth 0.17% of their portfolio ST LOUIS, MO 1,598,6421.6m $166.1m $166.1m 0.17% Added +9.9k +9,948
52 M&T Bank Corp 0.48% of their portfolio BUFFALO, NY 1,590,2401.6m $165.2m $165.2m 0.48% Reduced -11.5k -11,463
53 Financial Engines Advisors L.L.C. 0.29% of their portfolio SANTA CLARA, CA 1,576,3091.6m $163.7m $163.7m 0.29% Added +26.6k +26,560
54 KEYBANK NATIONAL ASSOCIATION/OH 0.53% of their portfolio BROOKLYN, OH 1,542,8201.5m $160.3m $160.3m 0.53% Reduced -26.6k -26,601
55 MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio DENVER, CO 1,520,2941.5m $157.9m $157.9m 0.20% Reduced -112.5k -112,484
56 Baird Financial Group, Inc. 0.21% of their portfolio MILWAUKEE, WI 1,494,8501.5m $155.3m $155.3m 0.21% Reduced -17.1k -17,074
57 STIFEL FINANCIAL CORP 0.13% of their portfolio ST. LOUIS, MO 1,477,9181.5m $153.5m $153.5m 0.13% Reduced -35.9k -35,885
58 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.53% of their portfolio CHARLOTTE, NC 1,473,0341.5m $153.0m $153.0m 0.53% Added +63.5k +63,540
59 OLD MISSION CAPITAL LLC 3.83% of their portfolio CHICAGO, IL 1,446,8951.4m $150.3m $150.3m 3.83% New
60 SG Americas Securities, LLC 0.08% of their portfolio NEW YORK, NY 1,378,9401.4m $143.2m $143.2m 0.08% Added +851.0k +851,047
61 BAILARD, INC. 2.71% of their portfolio Foster City, CA 1,283,5811.3m $133.3m $133.3m 2.71% Added +8.5k +8,524
62 CAPTRUST FINANCIAL ADVISORS 0.20% of their portfolio RALEIGH, NC 1,275,9231.3m $132.5m $132.5m 0.20% Reduced -41.0k -40,988
63 Arvest Bank Trust Division 6.40% of their portfolio DEWEY, OK 1,264,3571.3m $131.3m $131.3m 6.40% Reduced -36.5k -36,532
64 Pathstone Holdings, LLC 0.38% of their portfolio ENGLEWOOD, NJ 1,244,1551.2m $129.2m $129.2m 0.38% Added +275.0k +275,039
65 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 1,205,1841.2m $125.2m $125.2m 0.14% Added +639.9k +639,889
66 Prosperity Consulting Group, LLC 4.53% of their portfolio OWINGS MILLS, MD 1,151,8401.2m $119.7m $119.7m 4.53% Added +38.8k +38,769
67 BANK OF NOVA SCOTIA 0.18% of their portfolio TORONTO, A6 1,149,5361.1m $119.4m $119.4m 0.18% Reduced -469.4k -469,420
68 BLAIR WILLIAM & CO/IL 0.27% of their portfolio CHICAGO, IL 994,809994.8k $103.3m $103.3m 0.27% Added +36.0k +36,004
69 HUNTINGTON NATIONAL BANK 0.50% of their portfolio COLUMBUS, OH 986,712986.7k $102.5m $102.5m 0.50% Reduced -12.8k -12,782
70 WoodTrust Financial Corp 11.86% of their portfolio WISCONSIN RAPIDS, WI 961,159961.2k $99.8m $99.8m 11.86% Reduced -31.1k -31,128
71 BROWN ADVISORY INC 0.15% of their portfolio BALTIMORE, MD 937,791937.8k $97.4m $97.4m 0.15% Reduced -64.0k -63,964
72 BECKER CAPITAL MANAGEMENT INC 2.60% of their portfolio Portland, OR 929,434929.4k $96.5m $96.5m 2.60% Added +32.1k +32,066
73 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 927,177927.2k $96.3m $96.3m 0.12% Reduced -78.0k -77,990
74 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.16% of their portfolio TALLAHASSEE, FL 922,952923.0k $95.9m $95.9m 0.16% Reduced -559.1k -559,060
75 GLENMEDE TRUST CO NA 0.41% of their portfolio PHILADELPHIA, PA 900,901900.9k $93.6m $93.6m 0.41% Reduced -6.8k -6,805
76 COMMERCE BANK 0.41% of their portfolio KANSAS CITY, MO 900,221900.2k $93.5m $93.5m 0.41% Added +4.0k +4,025
77 STOCK YARDS BANK & TRUST CO 2.60% of their portfolio LOUISVILLE, KY 874,038874.0k $90.8m $90.8m 2.60% Added +26.7k +26,692
78 CIBC Asset Management Inc 0.20% of their portfolio TORONTO, Z4 872,310872.3k $90.6m $90.6m 0.20% Reduced -218.3k -218,321
79 Capital International Investors 0.02% of their portfolio Los Angeles, CA 862,299862.3k $89.2m $89.2m 0.02% Reduced -537.0k -537,011
80 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 856,985857.0k $89.0m $89.0m 0.02% Added +128.2k +128,201
81 STRS OHIO 0.33% of their portfolio COLUMBUS, OH 853,756853.8k $88.7m $88.7m 0.33% Added +727.8k +727,798
82 Pinnacle Financial Partners, Inc. 0.60% of their portfolio ATLANTA, GA 842,582842.6k $87.5m $87.5m 0.60% Added +8.5k +8,492
83 Linscomb Wealth, Inc. 3.75% of their portfolio Houston, TX 833,150833.1k $86.5m $86.5m 3.75% Reduced -42.6k -42,579
84 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 810,792810.8k $84.2m $84.2m 0.04% Reduced -947.5k -947,460
85 NATIONAL BANK OF CANADA /FI/ 0.07% of their portfolio MONTREAL, A8 791,726791.7k $82.3m $82.3m 0.07% Added +743.6k +743,629
86 Annis Gardner Whiting Capital Advisors, LLC 12.28% of their portfolio TAMPA, FL 787,607787.6k $81.8m $81.8m 12.28% Reduced -473 -473
87 Sanctuary Advisors, LLC 0.38% of their portfolio INDIANAPOLIS, IN 778,613778.6k $80.9m $80.9m 0.38% Added +94.8k +94,844
88 Ensign Peak Advisors, Inc 0.13% of their portfolio SALT LAKE CITY, UT 778,595778.6k $80.9m $80.9m 0.13% Unchanged
89 Greenfield FTC, Inc. 10.95% of their portfolio Reno, NV 774,023774.0k $80.4m $80.4m 10.95% Added +487.7k +487,693
90 MML INVESTORS SERVICES, LLC 0.16% of their portfolio SPRINGFIELD, MA 771,228771.2k $80.1m $80.1m 0.16% Added +107.0k +106,994
91 Confluence Wealth Services, Inc. 2.26% of their portfolio MCMURRAY, PA 762,478762.5k $79.2m $79.2m 2.26% Added +124.3k +124,268
92 BOKF, NA 1.09% of their portfolio TULSA, OK 760,147760.1k $79.0m $79.0m 1.09% Reduced -159.0k -158,955
93 Cresset Asset Management, LLC 0.28% of their portfolio Chicago, IL 729,064729.1k $75.7m $75.7m 0.28% Added +12.7k +12,692
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 710,193710.2k $73.4m $73.4m 0.12% Added +18.4k +18,359
95 AMG National Trust Bank 1.49% of their portfolio GREENWOOD VILLAGE, CO 694,941694.9k $72.2m $72.2m 1.49% Reduced -62.6k -62,634
96 Wilmington Savings Fund Society, FSB 1.60% of their portfolio WILMINGTON, DE 691,236691.2k $71.8m $71.8m 1.60% Added +97.7k +97,709
97 NorthRock Partners, LLC 1.03% of their portfolio MINNEAPOLIS, MN 681,246681.2k $70.8m $70.8m 1.03% Reduced -2.4k -2,430
98 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.31% of their portfolio NEW YORK, NY 680,500680.5k $70.7m $70.7m 0.31% New
99 BIP Wealth, LLC 1.99% of their portfolio ATLANTA, GA 675,556675.6k $70.2m $70.2m 1.99% Added +69.7k +69,677
100 Destination Wealth Management 1.63% of their portfolio Walnut Creek, CA 673,331673.3k $69.9m $69.9m 1.63% Added +15.7k +15,715