AAXJ(AAXJ)
AAXJ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 3.18M | Jun 30, 26 | +389.31K | 9.02% |
| Analyst IMS Investment Management Services Ltd. | 2.38M | Jun 30, 26 | +163.25K | 6.76% |
| MORGAN STANLEY | 1.28M | Jun 30, 26 | +105.88K | 3.63% |
| J.Safra Asset Management Corp | 874.69K | Jun 30, 26 | +2.66K | 2.48% |
| MEITAV INVESTMENT HOUSE LTD | 655.75K | Jun 30, 26 | +655.75K | 1.86% |
| Horizon Investments, LLC | 650.34K | Jun 30, 26 | +650.34K | 1.84% |
| CIBC Bancorp USA Inc. | 594.81K | Jun 30, 26 | -104.68K | 1.69% |
| PGIM Custom Harvest LLC | 482.90K | Jun 30, 26 | +133.97K | 1.37% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 397.86K | Jun 30, 26 | +397.86K | 1.13% |
| BANK OF AMERICA CORP /DE/ | 348.11K | Jun 30, 26 | -10.23K | 0.99% |
| BFI Infinity Ltd. | 315.26K | Jun 30, 26 | +8.30K | 0.89% |
| Bank Julius Baer & Co. Ltd, Zurich | 267.30K | Jun 30, 26 | +4.59K | 0.76% |
| ENVESTNET ASSET MANAGEMENT INC | 258.18K | Jun 30, 26 | +188.35K | 0.73% |
| LPL Financial LLC | 221.24K | Jun 30, 26 | +88.13K | 0.63% |
| GOLDMAN SACHS GROUP INC | 213.11K | Jun 30, 26 | -445.17K | 0.60% |
| UBS Group AG | 208.26K | Jun 30, 26 | -27.92K | 0.59% |
| OVERSEA-CHINESE BANKING Corp Ltd | 200.04K | Jun 30, 26 | -218.44K | 0.57% |
| Global Endowment Management, LP | 150.03K | Jun 30, 26 | -7.94K | 0.43% |
| Saudi Central Bank | 144.15K | Jun 30, 26 | -- | 0.41% |
| Zurich Insurance Group Ltd/FI | 130.74K | Jun 30, 26 | +6.81K | 0.37% |
| WELLINGTON MANAGEMENT GROUP LLP | 130.61K | Jun 30, 26 | -27.12K | 0.37% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 127.44K | Jun 30, 26 | +127.44K | 0.36% |
| FIDUCIARY FINANCIAL GROUP, LLC | 124.90K | Jun 30, 26 | +2.37K | 0.35% |
| MARSHALL WACE, LLP | 122.97K | Jun 30, 26 | -10.15K | 0.35% |
| GFS Advisors, LLC | 101.08K | Jun 30, 26 | -- | 0.29% |
| TD Waterhouse Canada Inc. | 98.51K | Jun 30, 26 | +97.01K | 0.28% |
| OLD MISSION CAPITAL LLC | 98.48K | Jun 30, 26 | +25.52K | 0.28% |
| Banco Santander, S.A. | 94.72K | Jun 30, 26 | +1.72K | 0.27% |
| James Hambro & Partners | 88.92K | Jun 30, 26 | +31.65K | 0.25% |
| Banque Cantonale Vaudoise | 85.82K | Jun 30, 26 | +45.23K | 0.24% |
| CITIGROUP INC | 85.34K | Jun 30, 26 | +5.21K | 0.24% |
| Palisades Hudson Asset Management, L.P. | 85.01K | Jun 30, 26 | -4.89K | 0.24% |
| Activest Wealth Management | 82.94K | Jun 30, 26 | +3.11K | 0.23% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 79.72K | Jun 30, 26 | -- | 0.23% |
| Kera Capital Partners, Inc. | 79.37K | Jun 30, 26 | +7.06K | 0.22% |
| ROYAL BANK OF CANADA | 74.84K | Jun 30, 26 | -139.25K | 0.21% |
| INVICTUS PRIVATE WEALTH, LLC | 73.25K | Jun 30, 26 | +9.77K | 0.21% |
| CI Private Wealth, LLC | 69.59K | Jun 30, 26 | -18.22K | 0.20% |
| Cetera Investment Advisers | 60.92K | Jun 30, 26 | +60.92K | 0.17% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 60.10K | Jun 30, 26 | -150 | 0.17% |
| Federation des caisses Desjardins du Quebec | 59.58K | Jun 30, 26 | +22.15K | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 59.21K | Jun 30, 26 | +4.65K | 0.17% |
| EFG International AG | 55.76K | Jun 30, 26 | -13.03K | 0.16% |
| MAI Capital Management | 48.41K | Jun 30, 26 | +280 | 0.14% |
| Quantinno Capital Management LP | 48.38K | Jun 30, 26 | +5.44K | 0.14% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 46.85K | Jun 30, 26 | +5.99K | 0.13% |
| BAILARD, INC. | 46.32K | Jun 30, 26 | -972 | 0.13% |
| Rothschild & Co Wealth Management UK Ltd | 44.71K | Jun 30, 26 | -5.66K | 0.13% |
| BROWN ADVISORY INC | 43.64K | Jun 30, 26 | -17.01K | 0.12% |
| WELLS FARGO & COMPANY/MN | 42.58K | Jun 30, 26 | +455 | 0.12% |
| Moneda S.A. Administradora General de Fondos | 42.11K | Jun 30, 26 | +11.03K | 0.12% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 41.95K | Jun 30, 26 | -- | 0.12% |
| AlphaCore Capital LLC | 36.84K | Jun 30, 26 | -1.31K | 0.10% |
| Nicholas Hoffman & Company, LLC. | 36.35K | Jun 30, 26 | -- | 0.10% |
| SPINNAKER TRUST | 35.02K | Jun 30, 26 | -1.82K | 0.10% |
| Tolleson Wealth Management, Inc. | 33.96K | Jun 30, 26 | -5.25K | 0.10% |
| PRUDENTIAL PLC | 33.36K | Jun 30, 26 | -293.90K | 0.09% |
| Rathbones Group PLC | 31.84K | Jun 30, 26 | +6.26K | 0.09% |
| BANK OF NOVA SCOTIA | 30.00K | Jun 30, 26 | +30.00K | 0.08% |
| Pathway Financial Advisors LLC | 28.25K | Jun 30, 26 | -2.84K | 0.08% |
| BESSEMER GROUP INC | 27.70K | Jun 30, 26 | +704 | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.07K | Jun 30, 26 | -6.27K | 0.08% |
| National Philanthropic Trust | 26.85K | Jun 30, 26 | -- | 0.08% |
| Evercore Wealth Management, LLC | 25.98K | Jun 30, 26 | -- | 0.07% |
| LARCH CAPITAL PARTNERS LLC | 25.86K | Jun 30, 26 | +1.14K | 0.07% |
| FRANKLIN RESOURCES INC | 25.05K | Jun 30, 26 | -5.92K | 0.07% |
| ACIMA PRIVATE WEALTH, LLC | 25.05K | Jun 30, 26 | +24.91K | 0.07% |
| JANE STREET GROUP, LLC | 23.97K | Jun 30, 26 | +23.97K | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 23.96K | Jun 30, 26 | -112 | 0.07% |
| COMMERCE BANK | 23.95K | Jun 30, 26 | -287 | 0.07% |
| NATIONAL BANK OF CANADA /FI/ | 23.86K | Jun 30, 26 | +1.48K | 0.07% |
| BNP PARIBAS ARBITRAGE, SNC | 23.81K | Jun 30, 26 | +11.42K | 0.07% |
| iA Global Asset Management Inc. | 23.27K | Jun 30, 26 | -11.81K | 0.07% |
| Cerity Partners LLC | 22.96K | Jun 30, 26 | -25 | 0.07% |
| BlackRock, Inc. | 21.95K | Jun 30, 26 | -2.38K | 0.06% |
| Journey Advisory Group, LLC | 21.62K | Jun 30, 26 | -44.34K | 0.06% |
| Union Bancaire Privee, UBP SA | 21.35K | Jun 30, 26 | +20 | 0.06% |
| Climber Capital SA | 21.09K | Jun 30, 26 | +2.52K | 0.06% |
| swisspartners Advisors Ltd | 20.25K | Jun 30, 26 | -170 | 0.06% |
| Proficio Capital Partners LLC | 19.35K | Jun 30, 26 | -- | 0.05% |
| FOUNDERS FINANCIAL SECURITIES LLC | 19.20K | Jun 30, 26 | +19.20K | 0.05% |
| Gruss & Co., LLC | 19.00K | Jun 30, 26 | -3.00K | 0.05% |
| Insight Wealth Partners, LLC | 18.58K | Jun 30, 26 | +8.66K | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 17.98K | Jun 30, 26 | -260 | 0.05% |
| FPC INVESTMENT ADVISORY, INC. | 17.05K | Jun 30, 26 | -5.80K | 0.05% |
| AMERIPRISE FINANCIAL INC | 16.61K | Jun 30, 26 | -446 | 0.05% |
| MMBG INVESTMENT ADVISORS CO. | 16.48K | Jun 30, 26 | +122 | 0.05% |
| Modern Wealth Management, LLC | 16.23K | Jun 30, 26 | -3.06K | 0.05% |
| VOYA INVESTMENT MANAGEMENT LLC | 15.88K | Jun 30, 26 | -1.14K | 0.05% |
| CONGRESS ASSET MANAGEMENT CO /MA | 14.96K | Jun 30, 26 | -677 | 0.04% |
| Colony Group, LLC | 14.74K | Jun 30, 26 | +6.96K | 0.04% |
| Sanctuary Advisors, LLC | 13.16K | Jun 30, 26 | +1.39K | 0.04% |
| Prospera Financial Services Inc | 13.06K | Jun 30, 26 | -7.21K | 0.04% |
| Envestnet Portfolio Solutions, Inc. | 12.86K | Jun 30, 26 | +12.86K | 0.04% |
| Betterment LLC | 12.65K | Jun 30, 26 | +1.27K | 0.04% |
| INSIGNEO ADVISORY SERVICES, LLC | 12.54K | Jun 30, 26 | +1.26K | 0.04% |
| Tranquilli Financial Advisor LLC | 11.80K | Jun 30, 26 | +11.80K | 0.03% |
| FIFTH THIRD BANCORP | 11.79K | Jun 30, 26 | +7.73K | 0.03% |
| Integrated Wealth Concepts LLC | 11.70K | Jun 30, 26 | +11.70K | 0.03% |
| Apollon Wealth Management, LLC | 10.98K | Jun 30, 26 | -548 | 0.03% |
| BANQUE PICTET & CIE SA | 10.65K | Jun 30, 26 | -- | 0.03% |
| First Growth Capital LLC | 10.59K | Jun 30, 26 | -894 | 0.03% |
| HB Wealth Management, LLC | 10.55K | Jun 30, 26 | -1.15K | 0.03% |
| Advisory Alpha, LLC | 10.09K | Jun 30, 26 | -50 | 0.03% |
| Regatta Research & Money Management | 8.98K | Jun 30, 26 | +8.98K | 0.03% |
| Advisory Services Network, LLC | 8.76K | Jun 30, 26 | -104 | 0.02% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 8.72K | Jun 30, 26 | +2.21K | 0.02% |
| Independent Wealth Network Inc. | 8.71K | Jun 30, 26 | +95 | 0.02% |
| GLENMEDE TRUST CO NA | 8.24K | Jun 30, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 8.13K | Jun 30, 26 | -248 | 0.02% |
| Ballentine Partners, LLC | 7.91K | Jun 30, 26 | -- | 0.02% |
| HSBC HOLDINGS PLC | 7.79K | Jun 30, 26 | -1 | 0.02% |
| Finley Financial, LLC | 7.39K | Jun 30, 26 | -- | 0.02% |
| Cresset Asset Management, LLC | 7.26K | Jun 30, 26 | -344 | 0.02% |
| SCS Capital Management LLC | 6.86K | Jun 30, 26 | -- | 0.02% |
| Vontobel Holding Ltd. | 6.83K | Jun 30, 26 | -- | 0.02% |
| Goelzer Investment Management, Inc. | 6.69K | Jun 30, 26 | -- | 0.02% |
| NORTHSTAR ASSET MANAGEMENT LLC | 6.55K | Jun 30, 26 | +6.55K | 0.02% |
| Baird Financial Group, Inc. | 6.51K | Jun 30, 26 | -- | 0.02% |
| Accredited Investors Inc. | 6.39K | Jun 30, 26 | +837 | 0.02% |
| BlackDiamond Wealth Management Inc. | 6.31K | Jun 30, 26 | +1.05K | 0.02% |
| Retirement Planning Group | 6.14K | Jun 30, 26 | -756 | 0.02% |
| TWO SIGMA SECURITIES, LLC | 5.91K | Jun 30, 26 | +3.05K | 0.02% |
| Prime Capital Investment Advisors, LLC | 5.84K | Jun 30, 26 | -328 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.70K | Jun 30, 26 | -10 | 0.02% |
| Summa Corp. | 5.50K | Jun 30, 26 | -- | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 5.32K | Jun 30, 26 | +21 | 0.02% |
| BigSur Wealth Management LLC | 5.26K | Jun 30, 26 | -- | 0.01% |
| WESPAC Advisors, LLC | 5.05K | Jun 30, 26 | +5.05K | 0.01% |
| TRUIST FINANCIAL CORP | 5.02K | Jun 30, 26 | -133 | 0.01% |
| Cedarwood Wealth LLC | 4.96K | Jun 30, 26 | +5 | 0.01% |
| STIFEL FINANCIAL CORP | 4.92K | Jun 30, 26 | +671 | 0.01% |
| Evolution Wealth Advisors, LLC | 4.84K | Jun 30, 26 | +500 | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 4.80K | Jun 30, 26 | -- | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 4.80K | Jun 30, 26 | +1.80K | 0.01% |
| IEQ CAPITAL, LLC | 4.76K | Jun 30, 26 | -2.39K | 0.01% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 4.70K | Jun 30, 26 | -- | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.59K | Jun 30, 26 | -74 | 0.01% |
| ALTFEST L J & CO INC | 4.59K | Jun 30, 26 | -1.20K | 0.01% |
| NewEdge Advisors, LLC | 4.56K | Jun 30, 26 | +596 | 0.01% |
| Breakwater Investment Management | 4.55K | Jun 30, 26 | -214 | 0.01% |
| KPP Advisory Services LLC | 4.54K | Jun 30, 26 | -1.42K | 0.01% |
| FMR LLC | 4.50K | Jun 30, 26 | +81 | 0.01% |
| WEBSTER BANK, N. A. | 4.35K | Jun 30, 26 | -50 | 0.01% |
| Creative Planning | 4.27K | Jun 30, 26 | +34 | 0.01% |
| BARCLAYS PLC | 4.18K | Jun 30, 26 | +270 | 0.01% |
| TRITONPOINT WEALTH, LLC | 4.02K | Jun 30, 26 | -- | 0.01% |
| TritonPoint Partners, LLC | 4.02K | Jun 30, 26 | +4.02K | 0.01% |
| Wealthcare Advisory Partners LLC | 3.99K | Jun 30, 26 | -49 | 0.01% |
| Miracle Mile Advisors, LLC | 3.78K | Jun 30, 26 | +13 | 0.01% |
| Freestone Capital Holdings, LLC | 3.65K | Jun 30, 26 | -- | 0.01% |
| E&G Advisors, LP | 3.64K | Jun 30, 26 | -400 | 0.01% |
| Yoffe Investment Management, LLC | 3.59K | Jun 30, 26 | -- | 0.01% |
| Americana Partners, LLC | 3.53K | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY TRUST CO | 3.40K | Jun 30, 26 | -223 | 0.01% |
| Foster Group, Inc. | 3.40K | Jun 30, 26 | -- | 0.01% |
| Pathstone Holdings, LLC | 3.31K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 3.20K | Jun 30, 26 | +3.17K | 0.01% |
| Vanguard National Trust Co | 3.04K | Jun 30, 26 | -- | 0.01% |
| Crescent Grove Advisors, LLC | 3.02K | Jun 30, 26 | -715 | 0.01% |
| DRW Securities, LLC | 3.00K | Jun 30, 26 | -58.10K | 0.01% |
| OARSMAN CAPITAL, INC. | 2.83K | Jun 30, 26 | -- | 0.01% |
| LVW Advisors, LLC | 2.71K | Jun 30, 26 | +2.71K | 0.01% |
| Savant Capital, LLC | 2.55K | Jun 30, 26 | -674 | 0.01% |
| Saranac Partners Ltd | 2.50K | Jun 30, 26 | -3.25K | 0.01% |
| Zuckerman Investment Group, LLC | 2.46K | Jun 30, 26 | -- | 0.01% |
| Russell Investments Group, Ltd. | 2.43K | Jun 30, 26 | -487 | 0.01% |
| MONECO Advisors, LLC | 2.12K | Jun 30, 26 | +2.12K | 0.01% |
| First Pacific Financial | 2.08K | Jun 30, 26 | -651 | 0.01% |
| HighTower Advisors, LLC | 2.03K | Jun 30, 26 | +2.03K | 0.01% |
| DENVER WEALTH MANAGEMENT, INC. | 1.99K | Jun 30, 26 | -1.05K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 1.98K | Jun 30, 26 | +1.98K | 0.01% |
| Mount Yale Investment Advisors, LLC | 1.98K | Jun 30, 26 | +1.98K | 0.01% |
| 4WEALTH ADVISORS, INC. | 1.97K | Jun 30, 26 | +1.97K | 0.01% |
| Cherry Tree Wealth Management, LLC | 1.93K | Jun 30, 26 | -- | 0.01% |
| Dorsey & Whitney Trust CO LLC | 1.81K | Jun 30, 26 | +1.81K | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 1.72K | Jun 30, 26 | +62 | 0.00% |
| Private Advisor Group, LLC | 1.70K | Jun 30, 26 | +1.70K | 0.00% |
| Equitable Holdings, Inc. | 1.69K | Jun 30, 26 | +1.69K | 0.00% |
| CITY NATIONAL BANK OF FLORIDA /MSD | 1.69K | Jun 30, 26 | +1.69K | 0.00% |
| WHITTIER TRUST CO | 1.35K | Jun 30, 26 | -- | 0.00% |
| Forum Finance Group S.A. | 1.29K | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 1.19K | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 1.13K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 872 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 717 | Jun 30, 26 | +674 | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 708 | Jun 30, 26 | -44 | 0.00% |
| Grove Bank & Trust | 704 | Jun 30, 26 | +704 | 0.00% |
| Turtle Creek Wealth Advisors, LLC | 687 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 607 | Jun 30, 26 | -548 | 0.00% |
| Steward Partners Investment Advisory, LLC | 476 | Jun 30, 26 | +469 | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 366 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 350 | Jun 30, 26 | +2 | 0.00% |
| Ronald Blue Trust, Inc. | 314 | Jun 30, 26 | -- | 0.00% |
| Miller Capital Partners, Inc. | 306 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 296 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 276 | Jun 30, 26 | -- | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 276 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 250 | Jun 30, 26 | -- | 0.00% |
| Independence Bank of Kentucky | 242 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 226 | Jun 30, 26 | +11 | 0.00% |
| Godfrey Financial Associates, Inc. | 220 | Jun 30, 26 | -- | 0.00% |
| Boreal Capital Management LLC | 216 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 201 | Jun 30, 26 | -184 | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 200 | Jun 30, 26 | +100 | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 200 | Jun 30, 26 | +1 | 0.00% |
| TD Capital Management LLC | 168 | Jun 30, 26 | +1 | 0.00% |
| TSFG, LLC | 143 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 121 | Jun 30, 26 | -74 | 0.00% |
| AE Wealth Management LLC | 73 | Jun 30, 26 | +30 | 0.00% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 70 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 50 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 47 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 46 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 44 | Jun 30, 26 | -86 | 0.00% |
| SYM FINANCIAL Corp | 30 | Jun 30, 26 | +30 | 0.00% |
| Bogart Wealth, LLC | 22 | Jun 30, 26 | -22 | 0.00% |
| ORG Wealth Partners, LLC | 18 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 17 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 13 | Jun 30, 26 | +13 | 0.00% |
| WPG Advisers, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 6 | Jun 30, 26 | +6 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -126.32K | -- |
| SHP Wealth Management | -- | Jun 30, 26 | -51 | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -81.40K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -6.16K | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -12.24K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -13.13K | -- |
| Trek Financial, LLC | -- | Jun 30, 26 | -3.46K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -90.07K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -109.49K | -- |
| Independent Solutions Wealth Management, LLC | -- | Jun 30, 26 | -6.25K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -100 | -- |
| Quantitative Investment Management, LLC | -- | Jun 30, 26 | -7.88K | -- |
| Logan Stone Capital, LLC | -- | Jun 30, 26 | -8.19K | -- |
| PRAGMA GESTAO DE PATRIMONIO LTD | -- | Jun 30, 26 | -820.30K | -- |
| River Street Advisors LLC | -- | Jun 30, 26 | -3.20K | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -3.03K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -6.41K | -- |
| ALLIANCEBERNSTEIN L.P. | -- | Jun 30, 26 | -293.42K | -- |
| U.S. Capital Wealth Advisors, LLC | 3.16K | Mar 31, 26 | +337 | 0.01% |
| Vivaldi Capital Management LP | 2.92K | Mar 31, 26 | +85 | 0.01% |
| Evelyn Partners Investment Management LLP | 2.15K | Mar 31, 26 | -- | 0.01% |
| Evelyn Partners Asset Management Ltd | 544 | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -23.02K | -- |
| CIBC Private Wealth Group, LLC | 707.92K | Dec 31, 25 | -25.40K | 2.01% |
| COMERICA BANK | 3.80K | Dec 31, 25 | +97 | 0.01% |
| VANGUARD GROUP INC | 3.04K | Dec 31, 25 | -- | 0.01% |
| EFG Asset Management (Americas) Corp. | 67.83K | Sep 30, 25 | +10.79K | 0.19% |
| Glenmede Investment Management, LP | 7.82K | Sep 30, 25 | -- | 0.02% |
| Brueske Advisory Services, LLC | 2.44K | Sep 30, 25 | +2.44K | 0.01% |
| CROWLEY WEALTH MANAGEMENT, INC. | 110 | Sep 30, 25 | -- | 0.00% |
| Congress Wealth Management LLC / DE / | 20.03K | Jun 30, 25 | -1.07K | 0.06% |
| UNIONVIEW, LLC | 3.69K | Dec 31, 24 | +54 | 0.01% |
| Edge Capital Group, LLC | 3.28K | Dec 31, 24 | -11.03K | 0.01% |
| All Season Financial Advisors, Inc. | 28.03K | Sep 30, 24 | +17.26K | 0.08% |
| Raymond James Financial Services Advisors, Inc. | 16.63K | Sep 30, 24 | +16.63K | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 6.89K | Sep 30, 24 | -7 | 0.02% |
| Waypoint Capital Advisors, LLC | 5.15K | Sep 30, 24 | -- | 0.01% |
| BlackRock Inc. | 26.50K | Jun 30, 24 | -1.16K | 0.08% |
| Wunderlich Capital Managemnt | 4.70K | Jun 30, 24 | -153 | 0.01% |
| CREDIT SUISSE AG/ | 4.36K | Mar 31, 24 | -- | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.66K | Sep 30, 23 | -1.80K | 0.02% |
| COLONY GROUP LLC | 4.14K | Sep 30, 23 | -47 | 0.01% |
| ROPES WEALTH ADVISORS LLC | 3.34K | Sep 30, 23 | -- | 0.01% |
| PFS INVESTMENTS INC. | 405.87K | Jun 30, 23 | -47.68K | 1.15% |
| EFG CAPITAL INTERNATIONAL CORP. | 57.44K | Jun 30, 23 | +57.44K | 0.16% |
| PICTET ASSET MANAGEMENT SA | 10.76K | Jun 30, 23 | -42.35K | 0.03% |
| GOFEN & GLOSSBERG LLC /IL/ | 5.07K | Dec 31, 22 | +32 | 0.01% |
| Portfolio Solutions, LLC | 5.94K | Sep 30, 22 | -3.20K | 0.02% |
| EATON VANCE MANAGEMENT | 5.60K | Sep 30, 22 | -- | 0.02% |
| Covington Capital Management | 64 | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 52 | Sep 30, 22 | -- | 0.00% |
| Kore Private Wealth LLC | -- | Sep 30, 22 | -3.32K | -- |
| CPWM, LLC | -- | Sep 30, 22 | -23.43K | -- |
| Intersect Capital LLC | 14.92K | Jun 30, 22 | -791 | 0.04% |
| BREWIN DOLPHIN LTD | 213 | Jun 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | 43 | Jun 30, 22 | +43 | 0.00% |
| Meristem Family Wealth, LLC | 14.94K | Mar 31, 22 | -37.10K | 0.04% |
| Nauset Wealth Management. LLC | 13.05K | Mar 31, 22 | +9.45K | 0.04% |
| Personal Wealth Partners | 8.99K | Mar 31, 22 | -- | 0.03% |
| People's United Financial, Inc. | 3.54K | Mar 31, 22 | -1.36K | 0.01% |
| NEXT Financial Group, Inc | 5.30K | Dec 31, 21 | +9 | 0.02% |
| Psagot Value Holdings Ltd. | 9.25K | Sep 30, 21 | -219 | 0.03% |
| Covenant Multifamily Offices, LLC | 4.97K | Sep 30, 21 | +1.35K | 0.01% |
| Mercer Capital Advisers, Inc. | 1.33K | Sep 30, 21 | -- | 0.00% |
| SECURITY NATIONAL TRUST CO | 201 | Sep 30, 21 | -- | 0.00% |
| BEL AIR INVESTMENT ADVISORS LLC | 104.99K | Jun 30, 21 | +13.00K | 0.30% |
| PNC Managed Account Solutions, Inc. | 72.33K | Jun 30, 21 | +72.33K | 0.20% |
| PICTET ASSET MANAGEMENT LTD | 8.54K | Jun 30, 21 | +8.54K | 0.02% |
| Vontobel Swiss Wealth Advisors AG | 7.22K | Jun 30, 21 | +25 | 0.02% |
| QS Investors, LLC | 4.60K | Jun 30, 21 | +2.30K | 0.01% |
| Hoover Financial Advisors, Inc. | 119 | Jun 30, 21 | -- | 0.00% |
| BBVA USA Bancshares, Inc. | 41.74K | Mar 31, 21 | +18.76K | 0.12% |
| AIA International Ltd | 116.28K | Sep 30, 20 | +646 | 0.33% |
| Independence Advisors, LLC | 302 | Sep 30, 20 | +196 | 0.00% |
| Wealthspire Advisors, L.P. | -- | Sep 30, 20 | -3.86K | -- |
| FIDUCIARY TRUST INTERNATIONAL LLC | 7.10K | Jun 30, 20 | -- | 0.02% |
| CIBC BANK USA | 44.39K | Dec 31, 19 | +2.98K | 0.13% |
| Advisor Group, Inc. | 27.96K | Dec 31, 19 | -2.71K | 0.08% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 692 | Dec 31, 19 | -714 | 0.00% |
| BB&T SECURITIES, LLC | 143.87K | Sep 30, 19 | +22.45K | 0.41% |
| SUNTRUST BANKS INC | 8.82K | Sep 30, 19 | +25 | 0.03% |
| Julex Capital Management, LLC | 19 | Sep 30, 19 | +19 | 0.00% |
| Delek Group, Ltd. | 4.41K | Jun 30, 19 | -13.31K | 0.01% |
| NEXT Financial Holdings | 126 | Mar 31, 19 | +126 | 0.00% |
| Edge Advisors, LLC | 9.80K | Jun 30, 18 | +6 | 0.03% |
| INTEGRAL DERIVATIVES, LLC | -- | Mar 31, 18 | -3.58K | -- |
| Hefty Wealth Partners | -- | Mar 31, 18 | -221 | -- |
| Oak Point Wealth Management | -- | Mar 31, 18 | -12 | -- |
| Cornerstone Financial Partners, LLC | 15.97K | Dec 31, 17 | -17.25K | 0.05% |
| MPI INVESTMENT MANAGEMENT, INC. | 14.23K | Dec 31, 17 | +14.23K | 0.04% |
| WealthShield, LLC | 949 | Dec 31, 17 | +949 | 0.00% |
| ROCKEFELLER FINANCIAL SERVICES INC | 473 | Dec 31, 17 | -- | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 381 | Dec 31, 17 | +50 | 0.00% |
| Commonwealth Equity Services, Inc | 71.59K | Jun 30, 17 | +47.16K | 0.20% |
| Virtu KCG Holdings LLC | 7.07K | Jun 30, 17 | +7.07K | 0.02% |
| Independent Portfolio Consultants, Inc. | 3.94K | Jun 30, 17 | -430 | 0.01% |
| JANUS HENDERSON INVESTORS US LLC | 49.16K | Mar 31, 17 | +17.18K | 0.14% |
| CT Financial Advisors LLC | 1.84K | Mar 31, 17 | -- | 0.01% |
| MSI Financial Services Inc | 1.72K | Dec 31, 16 | -5.75K | 0.00% |
| HIGH POINT BANK & TRUST CO | 984 | Dec 31, 16 | -194 | 0.00% |
| BlackRock Investment Management, LLC | -- | Dec 31, 16 | -116 | -- |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -5.95K | -- |
| Mizuho Asset Management Co.,Ltd. | 34.50K | Sep 30, 16 | -- | 0.10% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 17.70K | Sep 30, 16 | -- | 0.05% |
| Edmond de Rothschild (Europe) | 1.00K | Sep 30, 16 | +1.00K | 0.00% |
| EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 50 | Sep 30, 16 | -- | 0.00% |
| SOCIETE GENERALE | 30.05K | Jun 30, 16 | +30.05K | 0.09% |
| Fusion Investment Group, LLC | 11.07K | Dec 31, 15 | -- | 0.03% |
| Convergent Wealth Advisors | 141.38K | Sep 30, 15 | -- | 0.40% |
| Highmount Capital, LLC | 251.01K | Jun 30, 15 | +2.82K | 0.71% |
| MANAGED ACCOUNT ADVISORS LLC | 420 | Jun 30, 15 | +420 | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 4.30K | Mar 31, 15 | +2.90K | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | 3.52K | Mar 31, 15 | -268.13K | 0.01% |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 1.25K | Mar 31, 15 | -362 | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 323 | Mar 31, 15 | +323 | 0.00% |
| Placemark Investments, Inc. | 54.26K | Dec 31, 14 | -13.41K | 0.15% |
| UBS AG | 172.38K | Sep 30, 14 | +3.96K | 0.49% |
| Long Wharf Investors, Inc. | 9.80K | Jun 30, 14 | -- | 0.03% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -4.86K | -- |
| Jane Street Holding, LLC | 129.11K | Dec 31, 13 | +96.40K | 0.37% |
| First Allied Securities, Inc. | 79 | Jun 30, 12 | -- | 0.00% |
| NOLLENBERGER CAPITAL PARTNERS INC | 3.05K | Dec 31, 10 | +1.64K | 0.01% |
| RBC Dominion Securities Inc. | 200 | Dec 31, 08 | +200 | 0.00% |