Aptus Collared Income Opportunity ETF(ACIO)

$47.06—Stale · unknown old

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Aptus Collared Income Opportunity ETF(ACIO)

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$47.06—Stale · unknown old

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ACIO(ACIO)

ACIO

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Institutional Ownership

Top 180 Institutional Holders

Holder	Shares	Date	Change	% Held
Aptus Capital Advisors, LLC	18.59M	Jun 30, 26	+2.33M	36.14%
Integrated Wealth Concepts LLC	11.30M	Jun 30, 26	+3.44M	21.96%
GUARDIAN WEALTH ADVISORS, LLC / NC	4.54M	Jun 30, 26	+70.92K	8.83%
CI Private Wealth, LLC	2.47M	Jun 30, 26	-335.85K	4.80%
BROGAN FINANCIAL, INC.	1.94M	Jun 30, 26	-4.27K	3.77%
ENVESTNET ASSET MANAGEMENT INC	1.72M	Jun 30, 26	+70.90K	3.34%
KFG WEALTH MANAGEMENT, LLC	1.65M	Jun 30, 26	+63.10K	3.20%
RAYMOND JAMES FINANCIAL INC	1.52M	Jun 30, 26	-847	2.96%
Signal Advisors Wealth, LLC	1.45M	Jun 30, 26	+251.45K	2.82%
Second Line Capital, LLC	1.29M	Jun 30, 26	+25.58K	2.51%
First Heartland Consultants, Inc.	1.16M	Jun 30, 26	+60.21K	2.25%
Bienville Capital Management, LLC	1.12M	Jun 30, 26	+88.55K	2.18%
Sunburst Financial Group, LLC	1.12M	Jun 30, 26	+46.04K	2.17%
Advisory Services Network, LLC	1.11M	Jun 30, 26	+47.60K	2.15%
Park Place Capital Corp	1.07M	Jun 30, 26	+40.92K	2.09%
Clarus Group, Inc.	1.06M	Jun 30, 26	-20.83K	2.06%
Diversified Enterprises, LLC	990.18K	Jun 30, 26	-11.15K	1.92%
Waterloo Capital, L.P.	742.91K	Jun 30, 26	-19.10K	1.44%
WELLS FARGO & COMPANY/MN	677.33K	Jun 30, 26	+33.02K	1.32%
6th Street Advisors, LLC	644.68K	Jun 30, 26	-3.55K	1.25%
Compass Ion Advisors, LLC	618.39K	Jun 30, 26	-5.96K	1.20%
LPL Financial LLC	465.71K	Jun 30, 26	-31.01K	0.91%
Purewater Capital LLC	428.14K	Jun 30, 26	+104.45K	0.83%
Wealth Advisory Team LLC	416.38K	Jun 30, 26	+416.38K	0.81%
United Advisor Group, LLC	379.04K	Jun 30, 26	+14.54K	0.74%
GERBER, LLC	331.63K	Jun 30, 26	+14.17K	0.64%
Cushing Capital Partners, LLC	313.91K	Jun 30, 26	+12.13K	0.61%
SILVER OAK SECURITIES, INCORPORATED	306.81K	Jun 30, 26	+13.34K	0.60%
MAI Capital Management	295.18K	Jun 30, 26	-84.77K	0.57%
Strong Retirement Solutions LLC	290.56K	Jun 30, 26	+12.31K	0.56%
MBE Wealth Management, LLC	280.65K	Jun 30, 26	-2.79K	0.55%
Uniting Wealth Partners, LLC	280.21K	Jun 30, 26	-49.17K	0.54%
Financial Guidance Group, Inc.	274.28K	Jun 30, 26	-10.66K	0.53%
Lord & Richards Wealth Management, LLC	268.01K	Jun 30, 26	+8.47K	0.52%
Prime Capital Investment Advisors, LLC	250.06K	Jun 30, 26	+45.00K	0.49%
EdgeRock Capital LLC	236.59K	Jun 30, 26	+5.70K	0.46%
MARIPAU WEALTH MANAGEMENT LLC	227.94K	Jun 30, 26	+21.74K	0.44%
LEVEL FOUR ADVISORY SERVICES, LLC	202.16K	Jun 30, 26	+4.32K	0.39%
Tailwinds Wealth, LLC	202.14K	Jun 30, 26	+110.71K	0.39%
Sunpointe, LLC	173.70K	Jun 30, 26	-855	0.34%
CoreFirst Bank & Trust	164.24K	Jun 30, 26	+6.38K	0.32%
Capital Investment Advisory Services, LLC	156.72K	Jun 30, 26	+154.44K	0.30%
Renasant Bank	138.61K	Jun 30, 26	+3.98K	0.27%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	129.56K	Jun 30, 26	+1.67K	0.25%
TrueWealth Advisors, LLC	126.50K	Jun 30, 26	-1.90K	0.25%
UBS Group AG	123.40K	Jun 30, 26	+10.36K	0.24%
Regal Investment Advisors LLC	117.34K	Jun 30, 26	-147	0.23%
Wealthcare Advisory Partners LLC	113.88K	Jun 30, 26	-28.70K	0.22%
Independent Advisor Alliance	95.17K	Jun 30, 26	-114.03K	0.18%
Mendel Money Management	92.68K	Jun 30, 26	+16.54K	0.18%
Meridian Wealth Management, LLC	92.51K	Jun 30, 26	-348	0.18%
NCM Capital Management, LLC	92.06K	Jun 30, 26	+5.50K	0.18%
Atria Investments, Inc	83.86K	Jun 30, 26	+2.01K	0.16%
Savvy Advisors, Inc.	82.92K	Jun 30, 26	-24.85K	0.16%
Brinker Capital Investments, LLC	82.33K	Jun 30, 26	-5.86K	0.16%
ADVISOR GROUP HOLDINGS, INC.	81.67K	Jun 30, 26	+6.00K	0.16%
Second Half Financial Partners, LLC	79.29K	Jun 30, 26	-3.07K	0.15%
Cyndeo Wealth Partners, LLC	64.44K	Jun 30, 26	+4.74K	0.13%
Lansing Street Advisors	63.76K	Jun 30, 26	+63.76K	0.12%
MML INVESTORS SERVICES, LLC	57.24K	Jun 30, 26	-6.05K	0.11%
VISIONARY HORIZONS, LLC	56.82K	Jun 30, 26	+11.96K	0.11%
Delta Investment Management, LLC	53.59K	Jun 30, 26	-3.21K	0.10%
Geneos Wealth Management Inc.	51.57K	Jun 30, 26	+169	0.10%
TFR Capital, LLC.	50.25K	Jun 30, 26	-1.38K	0.10%
Legacy Capital Wealth Partners, LLC	47.17K	Jun 30, 26	+263	0.09%
AQR CAPITAL MANAGEMENT LLC	46.08K	Jun 30, 26	-5.95K	0.09%
ARQ WEALTH ADVISORS, LLC	44.60K	Jun 30, 26	+25.27K	0.09%
Diversified Trust Co	41.41K	Jun 30, 26	--	0.08%
Lunt Capital Management, Inc.	33.01K	Jun 30, 26	-1.25K	0.06%
Farther Finance Advisors, LLC	32.96K	Jun 30, 26	-5.04K	0.06%
CPR Investments Inc.	31.12K	Jun 30, 26	-901	0.06%
CITADEL ADVISORS LLC	30.98K	Jun 30, 26	+30.98K	0.06%
HRT FINANCIAL LP	30.22K	Jun 30, 26	+23.05K	0.06%
MBL Wealth, LLC	29.74K	Jun 30, 26	-17.78K	0.06%
Fiduciary Planning LLC	28.57K	Jun 30, 26	--	0.06%
MERCER GLOBAL ADVISORS INC /ADV	25.34K	Jun 30, 26	-5.51K	0.05%
PROSPERITY BANCSHARES INC	21.56K	Jun 30, 26	+6.11K	0.04%
Betterment LLC	20.62K	Jun 30, 26	-818	0.04%
Kestra Advisory Services, LLC	20.44K	Jun 30, 26	-626	0.04%
Legacy Trust	19.63K	Jun 30, 26	--	0.04%
Quantinno Capital Management LP	18.01K	Jun 30, 26	-34.86K	0.04%
RFG Advisory, LLC	17.23K	Jun 30, 26	-15.17K	0.03%
Brookwood Investment Group LLC	16.46K	Jun 30, 26	+2.16K	0.03%
NewEdge Advisors, LLC	16.14K	Jun 30, 26	+7.54K	0.03%
JANE STREET GROUP, LLC	16.00K	Jun 30, 26	+16.00K	0.03%
OLD MISSION CAPITAL LLC	15.67K	Jun 30, 26	+9.90K	0.03%
Manhattan West Asset Management, LLC	15.59K	Jun 30, 26	+15.59K	0.03%
Equitable Holdings, Inc.	12.82K	Jun 30, 26	-400	0.02%
Mascagni Wealth Management, Inc.	12.54K	Jun 30, 26	--	0.02%
Valeo Financial Advisors, LLC	11.39K	Jun 30, 26	+11.39K	0.02%
Perigon Wealth Management, LLC	11.25K	Jun 30, 26	-3.00K	0.02%
GTS SECURITIES LLC	9.20K	Jun 30, 26	--	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	8.99K	Jun 30, 26	+346	0.02%
Penobscot Investment Management Company, Inc.	8.97K	Jun 30, 26	+8.97K	0.02%
Parallel Advisors, LLC	8.66K	Jun 30, 26	+253	0.02%
Retirement Planning Group	8.29K	Jun 30, 26	-581	0.02%
Moors & Cabot, Inc.	7.61K	Jun 30, 26	+1.11K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	7.49K	Jun 30, 26	+7.49K	0.01%
XY Planning Network, Inc.	7.42K	Jun 30, 26	+257	0.01%
Thompson David Blair	7.17K	Jun 30, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.29K	Jun 30, 26	-562	0.01%
MGO ONE SEVEN LLC	6.13K	Jun 30, 26	-769	0.01%
WealthShield Partners, LLC	5.65K	Jun 30, 26	-19.88K	0.01%
Confluence Wealth Services, Inc.	5.58K	Jun 30, 26	--	0.01%
Peak Planning Group, LLC	5.54K	Jun 30, 26	-7.56K	0.01%
Cetera Investment Advisers	5.38K	Jun 30, 26	+5.38K	0.01%
Able Wealth Management LLC	5.37K	Jun 30, 26	-517	0.01%
Forefront Wealth Partners, LLC	5.36K	Jun 30, 26	+195	0.01%
Ameritas Advisory Services, LLC	5.32K	Jun 30, 26	--	0.01%
ROYAL BANK OF CANADA	5.25K	Jun 30, 26	+97	0.01%
Western Wealth Management, LLC	5.20K	Jun 30, 26	+5.20K	0.01%
JPMORGAN CHASE & CO	5.15K	Jun 30, 26	-466	0.01%
Global Retirement Partners, LLC	5.01K	Jun 30, 26	+5.01K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.83K	Jun 30, 26	+4.83K	0.01%
CAPTRUST FINANCIAL ADVISORS	4.78K	Jun 30, 26	+7	0.01%
Transcendent Capital Group LLC	4.70K	Jun 30, 26	+4.70K	0.01%
TRUIST FINANCIAL CORP	4.69K	Jun 30, 26	+4.69K	0.01%
Cambridge Investment Research Advisors, Inc.	4.63K	Jun 30, 26	+4.63K	0.01%
LIBERTY SQUARE WEALTH PARTNERS LLC	4.62K	Jun 30, 26	-563	0.01%
FIFTH THIRD BANCORP	4.57K	Jun 30, 26	-191	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	4.54K	Jun 30, 26	+4.54K	0.01%
CONSULTIVA WEALTH MANAGEMENT, CORP.	4.12K	Jun 30, 26	+30	0.01%
Princeton Global Asset Management LLC	3.88K	Jun 30, 26	-225	0.01%
HARBOUR INVESTMENTS, INC.	3.83K	Jun 30, 26	--	0.01%
CHILTON CAPITAL MANAGEMENT LLC	2.41K	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	1.60K	Jun 30, 26	+1.60K	0.00%
WHITTIER TRUST CO	1.44K	Jun 30, 26	-2.15K	0.00%
TD Waterhouse Canada Inc.	1.33K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.09K	Jun 30, 26	-2.16K	0.00%
ASSETMARK, INC	898	Jun 30, 26	+861	0.00%
AE Wealth Management LLC	783	Jun 30, 26	-304	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	497	Jun 30, 26	+163	0.00%
Dunhill Financial, LLC	308	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	300	Jun 30, 26	+300	0.00%
CoreCap Advisors, LLC	243	Jun 30, 26	+1	0.00%
IFP Advisors, Inc	225	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	67	Jun 30, 26	+67	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	48	Jun 30, 26	+48	0.00%
IFG Advisory, LLC	24	Jun 30, 26	+24	0.00%
Smartleaf Asset Management LLC	13	Jun 30, 26	--	0.00%
MORGAN STANLEY	1	Jun 30, 26	-103	0.00%
SIGNATUREFD, LLC	1	Jun 30, 26	-311	0.00%
Advisors Preferred, LLC	--	Jun 30, 26	-1.53K	--
Kathmere Capital Management, LLC	--	Jun 30, 26	-10.49K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-325	--
Bank of New York Mellon Corp	--	Jun 30, 26	-8.67K	--
Allworth Financial LP	--	Jun 30, 26	-494	--
Virtue Capital Management, LLC	--	Jun 30, 26	-7.51K	--
Capital Group Private Client Services, Inc.	--	Jun 30, 26	-6.68K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Jun 30, 26	-6.11K	--
Town Capital LLC	--	Jun 30, 26	-15.73K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-6.40K	--
IMC-Chicago, LLC	--	Jun 30, 26	-9.88K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	4.47M	Mar 31, 26	+91.82K	8.69%
ENVESTNET ASSET MANAGEMENT INC	1.65M	Mar 31, 26	+1.64M	3.20%
RAYMOND JAMES FINANCIAL INC	1.52M	Mar 31, 26	+33.41K	2.96%
Signal Advisors Wealth, LLC	1.20M	Mar 31, 26	+77.33K	2.34%
CWM, LLC	189.54K	Mar 31, 26	-5.22K	0.37%
NCM Capital Management, LLC	86.56K	Mar 31, 26	+11.95K	0.17%
AQR CAPITAL MANAGEMENT LLC	52.03K	Mar 31, 26	-12.11K	0.10%
Talon Private Wealth, LLC	47.97K	Mar 31, 26	+47.97K	0.09%
HRT FINANCIAL LP	7.17K	Mar 31, 26	+7.17K	0.01%
Moors & Cabot, Inc.	6.50K	Mar 31, 26	-400	0.01%
Capital Investment Advisory Services, LLC	2.28K	Mar 31, 26	+2.28K	0.00%
JONES FINANCIAL COMPANIES LLLP	325	Mar 31, 26	+325	0.00%
ASSETMARK, INC	37	Mar 31, 26	--	0.00%
True Vision MN LLC	--	Mar 31, 26	-55.93K	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-203	--
Pandora Wealth, Inc.	325.84K	Dec 31, 25	-671	0.63%
ROVIN CAPITAL /UT/ /ADV	17.84K	Dec 31, 25	+102	0.03%
COMERICA BANK	3.40K	Dec 31, 25	+1	0.01%
FSA Wealth Management LLC	494	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	6.67K	Jun 30, 25	+6.67K	0.01%
Orion Portfolio Solutions, LLC	99.10K	Mar 31, 25	-22.39K	0.19%
Sugarloaf Wealth Management, LLC	1.12M	Dec 31, 24	+22.30K	2.17%
Raymond James Financial Services Advisors, Inc.	4.10M	Sep 30, 24	+445.53K	7.96%
Diversified, LLC	21.81K	Sep 30, 24	+10	0.04%
Spotlight Asset Group, Inc.	311.85K	Jun 30, 24	-5.79K	0.61%
Coppell Advisory Solutions Corp.	6.11K	Mar 31, 24	+6.11K	0.01%
S.C. Financial Services, Inc.	--	Dec 31, 22	-19.16K	--

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Holder

Date

Change

% Held

Aptus Capital Advisors, LLC

18.59M

Jun 30, 26

+2.33M

36.14%

Integrated Wealth Concepts LLC

11.30M

Jun 30, 26

+3.44M

21.96%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.54M

Jun 30, 26

+70.92K

8.83%

CI Private Wealth, LLC

2.47M

Jun 30, 26

-335.85K

4.80%

BROGAN FINANCIAL, INC.

1.94M

Jun 30, 26

-4.27K

3.77%

ENVESTNET ASSET MANAGEMENT INC

1.72M

Jun 30, 26

+70.90K

3.34%

KFG WEALTH MANAGEMENT, LLC

1.65M

Jun 30, 26

+63.10K

3.20%

RAYMOND JAMES FINANCIAL INC

1.52M

Jun 30, 26

-847

2.96%

Signal Advisors Wealth, LLC

1.45M

Jun 30, 26

+251.45K

2.82%

Second Line Capital, LLC

1.29M

Jun 30, 26

+25.58K

2.51%

First Heartland Consultants, Inc.

1.16M

Jun 30, 26

+60.21K

2.25%

Bienville Capital Management, LLC

1.12M

Jun 30, 26

+88.55K

2.18%

Sunburst Financial Group, LLC

1.12M

Jun 30, 26

+46.04K

2.17%

Advisory Services Network, LLC

1.11M

Jun 30, 26

+47.60K

2.15%

Park Place Capital Corp

1.07M

Jun 30, 26

+40.92K

2.09%

Clarus Group, Inc.

1.06M

Jun 30, 26

-20.83K

2.06%

Diversified Enterprises, LLC

990.18K

Jun 30, 26

-11.15K

1.92%

Waterloo Capital, L.P.

742.91K

Jun 30, 26

-19.10K

1.44%

WELLS FARGO & COMPANY/MN

677.33K

Jun 30, 26

+33.02K

1.32%

6th Street Advisors, LLC

644.68K

Jun 30, 26

-3.55K

1.25%

Compass Ion Advisors, LLC

618.39K

Jun 30, 26

-5.96K

1.20%

LPL Financial LLC

465.71K

Jun 30, 26

-31.01K

0.91%

Purewater Capital LLC

428.14K

Jun 30, 26

+104.45K

0.83%

Wealth Advisory Team LLC

416.38K

Jun 30, 26

+416.38K

0.81%

United Advisor Group, LLC

379.04K

Jun 30, 26

+14.54K

0.74%

GERBER, LLC

331.63K

Jun 30, 26

+14.17K

0.64%

Cushing Capital Partners, LLC

313.91K

Jun 30, 26

+12.13K

0.61%

SILVER OAK SECURITIES, INCORPORATED

306.81K

Jun 30, 26

+13.34K

0.60%

MAI Capital Management

295.18K

Jun 30, 26

-84.77K

0.57%

Strong Retirement Solutions LLC

290.56K

Jun 30, 26

+12.31K

0.56%

MBE Wealth Management, LLC

280.65K

Jun 30, 26

-2.79K

0.55%

Uniting Wealth Partners, LLC

280.21K

Jun 30, 26

-49.17K

0.54%

Financial Guidance Group, Inc.

274.28K

Jun 30, 26

-10.66K

0.53%

Lord & Richards Wealth Management, LLC

268.01K

Jun 30, 26

+8.47K

0.52%

Prime Capital Investment Advisors, LLC

250.06K

Jun 30, 26

+45.00K

0.49%

EdgeRock Capital LLC

236.59K

Jun 30, 26

+5.70K

0.46%

MARIPAU WEALTH MANAGEMENT LLC

227.94K

Jun 30, 26

+21.74K

0.44%

LEVEL FOUR ADVISORY SERVICES, LLC

202.16K

Jun 30, 26

+4.32K

0.39%

Tailwinds Wealth, LLC

202.14K

Jun 30, 26

+110.71K

0.39%

Sunpointe, LLC

173.70K

Jun 30, 26

-855

0.34%

CoreFirst Bank & Trust

164.24K

Jun 30, 26

+6.38K

0.32%

Capital Investment Advisory Services, LLC

156.72K

Jun 30, 26

+154.44K

0.30%

Renasant Bank

138.61K

Jun 30, 26

+3.98K

0.27%

ONE PLUS ONE WEALTH MANAGEMENT, LLC

129.56K

Jun 30, 26

+1.67K

0.25%

TrueWealth Advisors, LLC

126.50K

Jun 30, 26

-1.90K

0.25%

UBS Group AG

123.40K

Jun 30, 26

+10.36K

0.24%

Regal Investment Advisors LLC

117.34K

Jun 30, 26

-147

0.23%

Wealthcare Advisory Partners LLC

113.88K

Jun 30, 26

-28.70K

0.22%

Independent Advisor Alliance

95.17K

Jun 30, 26

-114.03K

0.18%

Mendel Money Management

92.68K

Jun 30, 26

+16.54K

0.18%

Meridian Wealth Management, LLC

92.51K

Jun 30, 26

-348

0.18%

NCM Capital Management, LLC

92.06K

Jun 30, 26

+5.50K

0.18%

Atria Investments, Inc

83.86K

Jun 30, 26

+2.01K

0.16%

Savvy Advisors, Inc.

82.92K

Jun 30, 26

-24.85K

0.16%

Brinker Capital Investments, LLC

82.33K

Jun 30, 26

-5.86K

0.16%

ADVISOR GROUP HOLDINGS, INC.

81.67K

Jun 30, 26

+6.00K

0.16%

Second Half Financial Partners, LLC

79.29K

Jun 30, 26

-3.07K

0.15%

Cyndeo Wealth Partners, LLC

64.44K

Jun 30, 26

+4.74K

0.13%

Lansing Street Advisors

63.76K

Jun 30, 26

+63.76K

0.12%

MML INVESTORS SERVICES, LLC

57.24K

Jun 30, 26

-6.05K

0.11%

VISIONARY HORIZONS, LLC

56.82K

Jun 30, 26

+11.96K

0.11%

Delta Investment Management, LLC

53.59K

Jun 30, 26

-3.21K

0.10%

Geneos Wealth Management Inc.

51.57K

Jun 30, 26

+169

0.10%

TFR Capital, LLC.

50.25K

Jun 30, 26

-1.38K

0.10%

Legacy Capital Wealth Partners, LLC

47.17K

Jun 30, 26

+263

0.09%

AQR CAPITAL MANAGEMENT LLC

46.08K

Jun 30, 26

-5.95K

0.09%

ARQ WEALTH ADVISORS, LLC

44.60K

Jun 30, 26

+25.27K

0.09%

Diversified Trust Co

41.41K

Jun 30, 26

0.08%

Lunt Capital Management, Inc.

33.01K

Jun 30, 26

-1.25K

0.06%

Farther Finance Advisors, LLC

32.96K

Jun 30, 26

-5.04K

0.06%

CPR Investments Inc.

31.12K

Jun 30, 26

-901

0.06%

CITADEL ADVISORS LLC

30.98K

Jun 30, 26

+30.98K

0.06%

HRT FINANCIAL LP

30.22K

Jun 30, 26

+23.05K

0.06%

MBL Wealth, LLC

29.74K

Jun 30, 26

-17.78K

0.06%

Fiduciary Planning LLC

28.57K

Jun 30, 26

0.06%

MERCER GLOBAL ADVISORS INC /ADV

25.34K

Jun 30, 26

-5.51K

0.05%

PROSPERITY BANCSHARES INC

21.56K

Jun 30, 26

+6.11K

0.04%

Betterment LLC

20.62K

Jun 30, 26

-818

0.04%

Kestra Advisory Services, LLC

20.44K

Jun 30, 26

-626

0.04%

Legacy Trust

19.63K

Jun 30, 26

0.04%

Quantinno Capital Management LP

18.01K

Jun 30, 26

-34.86K

0.04%

RFG Advisory, LLC

17.23K

Jun 30, 26

-15.17K

0.03%

Brookwood Investment Group LLC

16.46K

Jun 30, 26

+2.16K

0.03%

NewEdge Advisors, LLC

16.14K

Jun 30, 26

+7.54K

0.03%

JANE STREET GROUP, LLC

16.00K

Jun 30, 26

+16.00K

0.03%

OLD MISSION CAPITAL LLC

15.67K

Jun 30, 26

+9.90K

0.03%

Manhattan West Asset Management, LLC

15.59K

Jun 30, 26

+15.59K

0.03%

Equitable Holdings, Inc.

12.82K

Jun 30, 26

-400

0.02%

Mascagni Wealth Management, Inc.

12.54K

Jun 30, 26

0.02%

Valeo Financial Advisors, LLC

11.39K

Jun 30, 26

+11.39K

0.02%

Perigon Wealth Management, LLC

11.25K

Jun 30, 26

-3.00K

0.02%

GTS SECURITIES LLC

9.20K

Jun 30, 26

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

8.99K

Jun 30, 26

+346

0.02%

Penobscot Investment Management Company, Inc.

8.97K

Jun 30, 26

+8.97K

0.02%

Parallel Advisors, LLC

8.66K

Jun 30, 26

+253

0.02%

Retirement Planning Group

8.29K

Jun 30, 26

-581

0.02%

Moors & Cabot, Inc.

7.61K

Jun 30, 26

+1.11K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

7.49K

Jun 30, 26

+7.49K

0.01%

XY Planning Network, Inc.

7.42K

Jun 30, 26

+257

0.01%

Thompson David Blair

7.17K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.29K

Jun 30, 26

-562

0.01%

MGO ONE SEVEN LLC

6.13K

Jun 30, 26

-769

0.01%

WealthShield Partners, LLC

5.65K

Jun 30, 26

-19.88K

0.01%

Confluence Wealth Services, Inc.

5.58K

Jun 30, 26

0.01%

Peak Planning Group, LLC

5.54K

Jun 30, 26

-7.56K

0.01%

Cetera Investment Advisers

5.38K

Jun 30, 26

+5.38K

0.01%

Able Wealth Management LLC

5.37K

Jun 30, 26

-517

0.01%

Forefront Wealth Partners, LLC

5.36K

Jun 30, 26

+195

0.01%

Ameritas Advisory Services, LLC

5.32K

Jun 30, 26

0.01%

ROYAL BANK OF CANADA

5.25K

Jun 30, 26

+97

0.01%

Western Wealth Management, LLC

5.20K

Jun 30, 26

+5.20K

0.01%

JPMORGAN CHASE & CO

5.15K

Jun 30, 26

-466

0.01%

Global Retirement Partners, LLC

5.01K

Jun 30, 26

+5.01K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.83K

Jun 30, 26

+4.83K

0.01%

CAPTRUST FINANCIAL ADVISORS

4.78K

Jun 30, 26

0.01%

Transcendent Capital Group LLC

4.70K

Jun 30, 26

+4.70K

0.01%

TRUIST FINANCIAL CORP

4.69K

Jun 30, 26

+4.69K

0.01%

Cambridge Investment Research Advisors, Inc.

4.63K

Jun 30, 26

+4.63K

0.01%

LIBERTY SQUARE WEALTH PARTNERS LLC

4.62K

Jun 30, 26

-563

0.01%

FIFTH THIRD BANCORP

4.57K

Jun 30, 26

-191

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

4.54K

Jun 30, 26

+4.54K

0.01%

CONSULTIVA WEALTH MANAGEMENT, CORP.

4.12K

Jun 30, 26

+30

0.01%

Princeton Global Asset Management LLC

3.88K

Jun 30, 26

-225

0.01%

HARBOUR INVESTMENTS, INC.

3.83K

Jun 30, 26

0.01%

CHILTON CAPITAL MANAGEMENT LLC

2.41K

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.60K

Jun 30, 26

+1.60K

0.00%

WHITTIER TRUST CO

1.44K

Jun 30, 26

-2.15K

0.00%

TD Waterhouse Canada Inc.

1.33K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.09K

Jun 30, 26

-2.16K

0.00%

ASSETMARK, INC

898

Jun 30, 26

+861

0.00%

AE Wealth Management LLC

783

Jun 30, 26

-304

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

497

Jun 30, 26

+163

0.00%

Dunhill Financial, LLC

308

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

300

Jun 30, 26

+300

0.00%

CoreCap Advisors, LLC

243

Jun 30, 26

0.00%

IFP Advisors, Inc

225

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+67

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

+48

0.00%

IFG Advisory, LLC

Jun 30, 26

+24

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

MORGAN STANLEY

Jun 30, 26

-103

0.00%

SIGNATUREFD, LLC

Jun 30, 26

-311

0.00%

Advisors Preferred, LLC

Jun 30, 26

-1.53K

Kathmere Capital Management, LLC

Jun 30, 26

-10.49K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-325

Bank of New York Mellon Corp

Jun 30, 26

-8.67K

Allworth Financial LP

Jun 30, 26

-494

Virtue Capital Management, LLC

Jun 30, 26

-7.51K

Capital Group Private Client Services, Inc.

Jun 30, 26

-6.68K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-6.11K

Town Capital LLC

Jun 30, 26

-15.73K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-6.40K

IMC-Chicago, LLC

Jun 30, 26

-9.88K

GUARDIAN WEALTH ADVISORS, LLC / NC

4.47M

Mar 31, 26

+91.82K

8.69%

ENVESTNET ASSET MANAGEMENT INC

1.65M

Mar 31, 26

+1.64M

3.20%

RAYMOND JAMES FINANCIAL INC

1.52M

Mar 31, 26

+33.41K

2.96%

Signal Advisors Wealth, LLC

1.20M

Mar 31, 26

+77.33K

2.34%

CWM, LLC

189.54K

Mar 31, 26

-5.22K

0.37%

NCM Capital Management, LLC

86.56K

Mar 31, 26

+11.95K

0.17%

AQR CAPITAL MANAGEMENT LLC

52.03K

Mar 31, 26

-12.11K

0.10%

Talon Private Wealth, LLC

47.97K

Mar 31, 26

+47.97K

0.09%

HRT FINANCIAL LP

7.17K

Mar 31, 26

+7.17K

0.01%

Moors & Cabot, Inc.

6.50K

Mar 31, 26

-400

0.01%

Capital Investment Advisory Services, LLC

2.28K

Mar 31, 26

+2.28K

0.00%

JONES FINANCIAL COMPANIES LLLP

325

Mar 31, 26

+325

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

True Vision MN LLC

Mar 31, 26

-55.93K

Rockefeller Capital Management L.P.

Mar 31, 26

-203

Pandora Wealth, Inc.

325.84K

Dec 31, 25

-671

0.63%

ROVIN CAPITAL /UT/ /ADV

17.84K

Dec 31, 25

+102

0.03%

COMERICA BANK

3.40K

Dec 31, 25

0.01%

FSA Wealth Management LLC

494

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

6.67K

Jun 30, 25

+6.67K

0.01%

Orion Portfolio Solutions, LLC

99.10K

Mar 31, 25

-22.39K

0.19%

Sugarloaf Wealth Management, LLC

1.12M

Dec 31, 24

+22.30K

2.17%

Raymond James Financial Services Advisors, Inc.

4.10M

Sep 30, 24

+445.53K

7.96%

Diversified, LLC

21.81K

Sep 30, 24

+10

0.04%

Spotlight Asset Group, Inc.

311.85K

Jun 30, 24

-5.79K

0.61%

Coppell Advisory Solutions Corp.

6.11K

Mar 31, 24

+6.11K

0.01%

S.C. Financial Services, Inc.

Dec 31, 22

-19.16K