VanEck Fallen Angel High Yield Bond ETF(ANGL)

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VanEck Fallen Angel High Yield Bond ETF(ANGL)

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$28.92—

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ANGL(ANGL)

ANGL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 448 Institutional Holders

Holder	Shares	Date	Change	% Held
Southern Farm Bureau Life Insurance	2.59M	Jun 30, 26	--	2.40%
EVERGREEN CAPITAL MANAGEMENT LLC	798.38K	Jun 30, 26	+4.08K	0.74%
Wealthcare Advisory Partners LLC	708.13K	Jun 30, 26	+19.30K	0.66%
HOWARD FINANCIAL SERVICES, LTD.	690.64K	Jun 30, 26	+21.46K	0.64%
Wright Fund Management, LLC	595.10K	Jun 30, 26	+595.10K	0.55%
Melone Private Wealth, LLC	361.55K	Jun 30, 26	+940	0.33%
Cambridge Investment Research Advisors, Inc.	350.54K	Jun 30, 26	+126.23K	0.32%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	321.35K	Jun 30, 26	-3.55K	0.30%
American Financial Advisors, LLC	313.91K	Jun 30, 26	-179.83K	0.29%
Elevation Capital Advisory, LLC	274.97K	Jun 30, 26	+274.97K	0.25%
Atlantic Edge Private Wealth Management, LLC	236.46K	Jun 30, 26	+371	0.22%
KESTRA PRIVATE WEALTH SERVICES, LLC	236.03K	Jun 30, 26	-89.01K	0.22%
FAS Wealth Partners, Inc.	235.46K	Jun 30, 26	+1.91K	0.22%
CONNING INC.	233.57K	Jun 30, 26	--	0.22%
Echo45 Advisors LLC	172.84K	Jun 30, 26	+10.43K	0.16%
RiverFront Investment Group, LLC	141.45K	Jun 30, 26	-668	0.13%
Towneley Capital Management, Inc / DE	139.12K	Jun 30, 26	+3.08K	0.13%
Private Advisor Group, LLC	138.90K	Jun 30, 26	+94.49K	0.13%
Darrow Company, Inc.	133.30K	Jun 30, 26	+7.36K	0.12%
IAMS WEALTH MANAGEMENT, LLC	127.21K	Jun 30, 26	+15.50K	0.12%
Frank, Rimerman Advisors LLC	125.52K	Jun 30, 26	-1	0.12%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	123.40K	Jun 30, 26	+3.98K	0.11%
Breakwater Capital Group	122.50K	Jun 30, 26	+56.91K	0.11%
Accel Wealth Management	115.61K	Jun 30, 26	-2.29K	0.11%
Ferguson Shapiro LLC	113.98K	Jun 30, 26	+113.98K	0.11%
Stewardship Advisors, LLC	110.07K	Jun 30, 26	-24.63K	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	106.53K	Jun 30, 26	-68.74K	0.10%
CONGRESS ASSET MANAGEMENT CO /MA	94.32K	Jun 30, 26	-5.42K	0.09%
FIFTH THIRD SECURITIES, INC.	90.59K	Jun 30, 26	+12.62K	0.08%
Ronald Blue Trust, Inc.	86.51K	Jun 30, 26	+4.31K	0.08%
Sound Income Strategies, LLC	83.55K	Jun 30, 26	+16.55K	0.08%
BURNS J W & CO INC/NY	79.92K	Jun 30, 26	+4.83K	0.07%
INTERACTIVE FINANCIAL ADVISORS, INC.	79.64K	Jun 30, 26	-376	0.07%
Financial Partners Group, Inc	78.91K	Jun 30, 26	-11.96K	0.07%
Ashton Thomas Private Wealth, LLC	71.46K	Jun 30, 26	+2.66K	0.07%
Trilogy Capital Inc.	63.25K	Jun 30, 26	+946	0.06%
Cornerstone Wealth Management, LLC	60.55K	Jun 30, 26	+1.11K	0.06%
DAYMARK WEALTH PARTNERS, LLC	56.51K	Jun 30, 26	+56.51K	0.05%
Creekside Partners	55.93K	Jun 30, 26	+3.06K	0.05%
1620 INVESTMENT ADVISORS, INC.	54.56K	Jun 30, 26	+480	0.05%
Lake Hills Wealth Management, LLC	54.37K	Jun 30, 26	+54.37K	0.05%
Optivise Advisory Services LLC	53.66K	Jun 30, 26	+53.66K	0.05%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	50.06K	Jun 30, 26	-302	0.05%
RETIREMENT GUYS FORMULA LLC	45.88K	Jun 30, 26	+823	0.04%
NBT BANK N A /NY	43.05K	Jun 30, 26	-155.52K	0.04%
Freestone Capital Holdings, LLC	42.31K	Jun 30, 26	-11.27K	0.04%
Kestra Advisory Services, LLC	41.09K	Jun 30, 26	-339	0.04%
Axis Wealth Partners, LLC	41.05K	Jun 30, 26	+465	0.04%
Smart Money Group LLC	35.71K	Jun 30, 26	-1.30K	0.03%
SHEETS SMITH WEALTH MANAGEMENT	34.10K	Jun 30, 26	+2.48K	0.03%
Simmons Bank	33.90K	Jun 30, 26	+33.90K	0.03%
WINEBRENNER CAPITAL MANAGEMENT LLC	33.27K	Jun 30, 26	-1.50K	0.03%
IFP Advisors, Inc	31.18K	Jun 30, 26	+3.33K	0.03%
Farther Finance Advisors, LLC	28.12K	Jun 30, 26	-8.07K	0.03%
RFG Advisory, LLC	23.64K	Jun 30, 26	-22.31K	0.02%
BluePath Capital Management, LLC	21.37K	Jun 30, 26	+6.65K	0.02%
Fortune Financial Advisors, LLC	21.27K	Jun 30, 26	+103	0.02%
Christensen, King & Associates Investment Services, Inc.	19.28K	Jun 30, 26	--	0.02%
BCS Wealth Management	19.06K	Jun 30, 26	-1.52K	0.02%
McAlister, Sweet & Associates, Inc.	18.82K	Jun 30, 26	--	0.02%
SeaCrest Wealth Management, LLC	18.55K	Jun 30, 26	+3.33K	0.02%
Aviance Capital Partners, LLC	18.32K	Jun 30, 26	-145	0.02%
High Net Worth Advisory Group LLC	17.40K	Jun 30, 26	+4	0.02%
Atria Investments, Inc	17.23K	Jun 30, 26	-303	0.02%
Global Assets Advisory, LLC	16.60K	Jun 30, 26	+16.60K	0.02%
Kaizen Financial Strategies	15.36K	Jun 30, 26	+591	0.01%
Investment Partners Asset Management, Inc.	15.17K	Jun 30, 26	+3.22K	0.01%
HBW Advisory Services LLC	15.04K	Jun 30, 26	+2.96K	0.01%
Alteri Wealth LLC	14.22K	Jun 30, 26	+1.15K	0.01%
Lantern Wealth Advisors, LLC	13.56K	Jun 30, 26	--	0.01%
McKinley Carter Wealth Services, Inc.	13.36K	Jun 30, 26	-221	0.01%
Octavia Wealth Advisors, LLC	12.89K	Jun 30, 26	-571	0.01%
Total Clarity Wealth Management, Inc.	12.10K	Jun 30, 26	-49.27K	0.01%
Sunburst Financial Group, LLC	12.09K	Jun 30, 26	-18	0.01%
Strategic Financial Concepts, LLC	11.82K	Jun 30, 26	+148	0.01%
Applied Capital LLC	11.78K	Jun 30, 26	-209	0.01%
PFG Investments, LLC	11.56K	Jun 30, 26	+298	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	11.54K	Jun 30, 26	+300	0.01%
Meridian Financial, LLC	11.25K	Jun 30, 26	+70	0.01%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	11.13K	Jun 30, 26	-1.13K	0.01%
Post Resch Tallon Group Inc.	11.07K	Jun 30, 26	--	0.01%
Cornerstone Planning Group LLC	10.72K	Jun 30, 26	-1.05K	0.01%
Carnegie Capital Asset Management, LLC	10.70K	Jun 30, 26	+2.20K	0.01%
Clear Creek Financial Management, LLC	10.68K	Jun 30, 26	-330	0.01%
Bright Futures Wealth Management, LLC.	10.47K	Jun 30, 26	+157	0.01%
MATHER GROUP, LLC.	10.35K	Jun 30, 26	-551	0.01%
TRUIST FINANCIAL CORP	10.11K	Jun 30, 26	+10.11K	0.01%
TRAPHAGEN INVESTMENT ADVISORS LLC	10.08K	Jun 30, 26	+82	0.01%
Dynamic Advisor Solutions LLC	9.66K	Jun 30, 26	-3.33K	0.01%
Cornerstone Wealth Group, LLC	9.36K	Jun 30, 26	-11.99K	0.01%
CYPRESS FINANCIAL PLANNING LLC	9.33K	Jun 30, 26	-483.52K	0.01%
David J Yvars Group	8.77K	Jun 30, 26	-6.31K	0.01%
Envestnet Portfolio Solutions, Inc.	8.39K	Jun 30, 26	-183.38K	0.01%
Concurrent Investment Advisors, LLC	8.01K	Jun 30, 26	+8.01K	0.01%
Apollon Wealth Management, LLC	7.78K	Jun 30, 26	-145	0.01%
Global View Capital Management LLC	7.62K	Jun 30, 26	-1.16K	0.01%
Etesian Wealth Advisors, Inc.	7.53K	Jun 30, 26	-2.38K	0.01%
Strategic Blueprint, LLC	7.38K	Jun 30, 26	+7.38K	0.01%
CRUX WEALTH ADVISORS	7.03K	Jun 30, 26	-51	0.01%
Darwin Wealth Management, LLC	3.55K	Jun 30, 26	+40	0.00%
Spire Wealth Management	3.20K	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	3.00K	Jun 30, 26	--	0.00%
ASSETMARK, INC	2.93K	Jun 30, 26	--	0.00%
Fourth Dimension Wealth, LLC	1.98K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	1.80K	Jun 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	1.55K	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	1.47K	Jun 30, 26	-3	0.00%
Golden State Wealth Management, LLC	1.01K	Jun 30, 26	-1.02K	0.00%
Costello Asset Management, INC	951	Jun 30, 26	+5	0.00%
Capital Investment Advisory Services, LLC	690	Jun 30, 26	--	0.00%
Activest Wealth Management	623	Jun 30, 26	+623	0.00%
AdvisorNet Financial, Inc	541	Jun 30, 26	+2	0.00%
PARK NATIONAL CORP /OH/	420	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	406	Jun 30, 26	--	0.00%
CX Institutional	309	Jun 30, 26	-73	0.00%
Arlington Trust Co LLC	300	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	232	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	195	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	151	Jun 30, 26	+151	0.00%
Westfuller Advisors, LLC	135	Jun 30, 26	--	0.00%
POM Investment Strategies, LLC	121	Jun 30, 26	+2	0.00%
BRYN MAWR TRUST Co	112	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	108	Jun 30, 26	-639	0.00%
Cape Investment Advisory, Inc.	108	Jun 30, 26	+108	0.00%
SIGNATUREFD, LLC	96	Jun 30, 26	+4	0.00%
Noble Wealth Management PBC	80	Jun 30, 26	+42	0.00%
Kings Path Partners LLC	66	Jun 30, 26	+66	0.00%
Avion Wealth	42	Jun 30, 26	--	0.00%
Merit Financial Group, LLC	--	Jun 30, 26	-31.03K	--
PARK AVENUE SECURITIES LLC	--	Jun 30, 26	-7.29K	--
EASTERN BANK	--	Jun 30, 26	-267	--
Elm3 Financial Group, LLC	--	Jun 30, 26	-7.22K	--
Investors Research Corp	--	Jun 30, 26	-809	--
KICKSTAND VENTURES, LLC.	--	Jun 30, 26	-120.60K	--
PFG Advisors	--	Jun 30, 26	-7.78K	--
Essex LLC	--	Jun 30, 26	-17.46K	--
Key FInancial Inc	--	Jun 30, 26	-98	--
BANK OF AMERICA CORP /DE/	18.20M	Mar 31, 26	-1.66M	16.86%
LPL Financial LLC	4.92M	Mar 31, 26	+532.03K	4.56%
Capital Investment Advisors, LLC	3.81M	Mar 31, 26	+147.61K	3.53%
MORGAN STANLEY	3.77M	Mar 31, 26	+1.20M	3.49%
Cerity Partners LLC	3.49M	Mar 31, 26	+150.59K	3.23%
WELLS FARGO & COMPANY/MN	2.30M	Mar 31, 26	+340.03K	2.13%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.44M	Mar 31, 26	-6.85K	1.33%
AMERIPRISE FINANCIAL INC	1.30M	Mar 31, 26	+131.17K	1.20%
1832 Asset Management L.P.	1.29M	Mar 31, 26	+44.72K	1.19%
Kensington Asset Management, LLC	1.24M	Mar 31, 26	-150.00K	1.15%
ALLIANCEBERNSTEIN L.P.	893.14K	Mar 31, 26	-73.87K	0.83%
Integrated Wealth Concepts LLC	787.03K	Mar 31, 26	+760.13K	0.73%
RAYMOND JAMES FINANCIAL INC	731.69K	Mar 31, 26	-11.09K	0.68%
GOLDMAN SACHS GROUP INC	570.61K	Mar 31, 26	+430.51K	0.53%
SCOTIA CAPITAL INC.	551.27K	Mar 31, 26	-55.79K	0.51%
Strategic Wealth Investment Group, LLC	549.39K	Mar 31, 26	+21.19K	0.51%
ADVISOR GROUP HOLDINGS, INC.	546.18K	Mar 31, 26	-4.31K	0.51%
ENVESTNET ASSET MANAGEMENT INC	521.01K	Mar 31, 26	+17.67K	0.48%
GUGGENHEIM CAPITAL LLC	504.48K	Mar 31, 26	+33.67K	0.47%
Cetera Investment Advisers	480.85K	Mar 31, 26	+36.66K	0.45%
Summit Financial, LLC	472.83K	Mar 31, 26	+16.22K	0.44%
Janney Montgomery Scott LLC	433.37K	Mar 31, 26	+408.37K	0.40%
Allworth Financial LP	430.25K	Mar 31, 26	+28.31K	0.40%
Destiny Wealth Partners, LLC	397.15K	Mar 31, 26	+4.88K	0.37%
JONES FINANCIAL COMPANIES LLLP	394.38K	Mar 31, 26	+21.48K	0.37%
STIFEL FINANCIAL CORP	371.60K	Mar 31, 26	-584	0.34%
WCG Wealth Advisors LLC	312.06K	Mar 31, 26	+15.53K	0.29%
MML INVESTORS SERVICES, LLC	309.27K	Mar 31, 26	+5.12K	0.29%
Symphony Financial, Ltd. Co.	305.27K	Mar 31, 26	+8.16K	0.28%
Ancora Advisors, LLC	297.62K	Mar 31, 26	+24.54K	0.28%
SHEPHERD KAPLAN KROCHUK, LLC	283.80K	Mar 31, 26	-14.47K	0.26%
Graney & King, LLC	280.76K	Mar 31, 26	+15.25K	0.26%
WRAPMANAGER INC	273.64K	Mar 31, 26	+51.90K	0.25%
JANE STREET GROUP, LLC	250.00K	Mar 31, 26	+250.00K	0.23%
ALLIANZ SE	248.04K	Mar 31, 26	--	0.23%
Toroso Investments, LLC	243.35K	Mar 31, 26	+243.35K	0.23%
Resources Investment Advisors, LLC.	223.25K	Mar 31, 26	+4.44K	0.21%
MONEY CONCEPTS CAPITAL CORP	208.22K	Mar 31, 26	+8.05K	0.19%
Plan Group Financial, LLC	200.61K	Mar 31, 26	+14.72K	0.19%
AE Wealth Management LLC	197.98K	Mar 31, 26	-340.23K	0.18%
JPMORGAN CHASE & CO	187.60K	Mar 31, 26	+15.85K	0.17%
Allianz Asset Management GmbH	182.38K	Mar 31, 26	--	0.17%
BANK OF MONTREAL /CAN/	180.83K	Mar 31, 26	+9.48K	0.17%
Steward Partners Investment Advisory, LLC	177.78K	Mar 31, 26	-3.65K	0.16%
Family Legacy, Inc.	161.24K	Mar 31, 26	+4.41K	0.15%
MOSAIC FAMILY WEALTH PARTNERS, LLC	155.46K	Mar 31, 26	+2.94K	0.14%
UBS Group AG	150.78K	Mar 31, 26	-6.59K	0.14%
INSIGNEO ADVISORY SERVICES, LLC	149.35K	Mar 31, 26	-94	0.14%
PRINCIPAL SECURITIES, INC.	145.60K	Mar 31, 26	+12.68K	0.13%
Advyzon Investment Management, LLC	143.91K	Mar 31, 26	-3.85K	0.13%
Hershey Financial Advisers, LLC	142.11K	Mar 31, 26	+142.11K	0.13%
Lido Advisors, LLC	136.84K	Mar 31, 26	-43.12K	0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	125.75K	Mar 31, 26	+14.53K	0.12%
ROYAL BANK OF CANADA	123.16K	Mar 31, 26	+917	0.11%
Performa Ltd (US), LLC	119.22K	Mar 31, 26	--	0.11%
CITIGROUP INC	115.99K	Mar 31, 26	+6.08K	0.11%
Capstone Triton Financial Group, LLC	114.98K	Mar 31, 26	+54.94K	0.11%
Coco Enterprises, LLC	113.52K	Mar 31, 26	+4.97K	0.11%
Baird Financial Group, Inc.	111.86K	Mar 31, 26	+2.06K	0.10%
Betterment LLC	111.73K	Mar 31, 26	-2.53K	0.10%
IHT Wealth Management, LLC	109.60K	Mar 31, 26	+9.60K	0.10%
Wealthfront Advisers LLC	103.69K	Mar 31, 26	-13.94K	0.10%
Kingsview Wealth Management, LLC	96.86K	Mar 31, 26	+96.86K	0.09%
Sigma Planning Corp	90.78K	Mar 31, 26	+4.02K	0.08%
AGF MANAGEMENT LTD	87.50K	Mar 31, 26	--	0.08%
Comprehensive Wealth Management, LLC	85.91K	Mar 31, 26	+8.94K	0.08%
Smartleaf Asset Management LLC	83.52K	Mar 31, 26	+10.34K	0.08%
Savvy Advisors, Inc.	83.49K	Mar 31, 26	+10.97K	0.08%
Ausdal Financial Partners, Inc.	83.44K	Mar 31, 26	+10.85K	0.08%
NewEdge Advisors, LLC	81.79K	Mar 31, 26	+1.36K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	77.32K	Mar 31, 26	-13.71K	0.07%
THRIVENT FINANCIAL FOR LUTHERANS	72.84K	Mar 31, 26	-276.95K	0.07%
Pensionmark Financial Group, LLC	71.69K	Mar 31, 26	+36.24K	0.07%
Waverly Advisors, LLC	57.89K	Mar 31, 26	-860	0.05%
CLEAR INVESTMENT RESEARCH, LLC	54.87K	Mar 31, 26	-7.05K	0.05%
OPPENHEIMER & CO INC	54.06K	Mar 31, 26	-2.08K	0.05%
Freestone Capital Holdings, LLC	53.58K	Mar 31, 26	-32.84K	0.05%
WHITE PINE CAPITAL LLC	52.61K	Mar 31, 26	+1.57K	0.05%
Global Endowment Management, LP	50.00K	Mar 31, 26	--	0.05%
Independent Advisor Alliance	47.80K	Mar 31, 26	+32.75K	0.04%
NovaPoint Capital, LLC	45.97K	Mar 31, 26	-956	0.04%
Rockefeller Capital Management L.P.	43.49K	Mar 31, 26	-6.25K	0.04%
Arkadios Wealth Advisors	43.09K	Mar 31, 26	-145	0.04%
HighTower Advisors, LLC	41.84K	Mar 31, 26	+29.70K	0.04%
Sanctuary Advisors, LLC	41.54K	Mar 31, 26	+555	0.04%
HUNTINGTON NATIONAL BANK	41.26K	Mar 31, 26	-479	0.04%
BlackRock, Inc.	40.27K	Mar 31, 26	-3.38K	0.04%
Continuum Advisory, LLC	35.79K	Mar 31, 26	+1.64K	0.03%
Stratos Wealth Partners, LTD.	34.79K	Mar 31, 26	-256	0.03%
Geneos Wealth Management Inc.	30.79K	Mar 31, 26	+1.32K	0.03%
CAPTRUST FINANCIAL ADVISORS	30.54K	Mar 31, 26	+30.54K	0.03%
Wilson & Boucher Capital Management, LLC	30.35K	Mar 31, 26	-50	0.03%
Transcendent Capital Group LLC	29.88K	Mar 31, 26	--	0.03%
CWM, LLC	29.21K	Mar 31, 26	-19.11K	0.03%
Deseret Mutual Benefit Administrators	27.81K	Mar 31, 26	+278	0.03%
Tower Research Capital LLC (TRC)	27.19K	Mar 31, 26	+27.19K	0.03%
Jaffetilchin Investment Partners, LLC	26.16K	Mar 31, 26	+243	0.02%
GFS Advisors, LLC	24.43K	Mar 31, 26	--	0.02%
Quartz Partners, LLC	22.79K	Mar 31, 26	--	0.02%
Mezzasalma Advisors, LLC	22.50K	Mar 31, 26	-406	0.02%
Advisory Services Network, LLC	21.91K	Mar 31, 26	+2.57K	0.02%
Goldstone Financial Group, LLC	20.07K	Mar 31, 26	+7.24K	0.02%
Engineers Gate Manager LP	19.90K	Mar 31, 26	-12.95K	0.02%
Arete Wealth Advisors, LLC	19.05K	Mar 31, 26	-14.05K	0.02%
SMITH, MOORE & CO.	18.79K	Mar 31, 26	--	0.02%
LIBERTY SQUARE WEALTH PARTNERS LLC	18.60K	Mar 31, 26	-793	0.02%
NOMURA ASSET MANAGEMENT CO LTD	18.32K	Mar 31, 26	--	0.02%
Strathmore Capital Advisors, Inc.	17.87K	Mar 31, 26	-135	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	17.47K	Mar 31, 26	-2.71K	0.02%
Eagle Bay Advisors LLC	16.96K	Mar 31, 26	+588	0.02%
Bank of New York Mellon Corp	16.94K	Mar 31, 26	-1.18K	0.02%
Csenge Advisory Group	16.23K	Mar 31, 26	-7.84K	0.02%
CENTAURUS FINANCIAL, INC.	14.66K	Mar 31, 26	+14.66K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	14.54K	Mar 31, 26	+14.54K	0.01%
Autumn Glory Partners, LLC	13.05K	Mar 31, 26	--	0.01%
Brinker Capital Investments, LLC	13.04K	Mar 31, 26	+4.55K	0.01%
OLD MISSION CAPITAL LLC	12.41K	Mar 31, 26	-58.44K	0.01%
Aptus Capital Advisors, LLC	12.11K	Mar 31, 26	-52	0.01%
Gotham Asset Management, LLC	12.07K	Mar 31, 26	+575	0.01%
MAI Capital Management	11.73K	Mar 31, 26	+6.34K	0.01%
Simplicity Wealth,LLC	11.22K	Mar 31, 26	-7.81K	0.01%
Clearstead Advisors, LLC	10.82K	Mar 31, 26	--	0.01%
OneAscent Financial Services LLC	10.72K	Mar 31, 26	+10.72K	0.01%
Qube Research & Technologies Ltd	10.48K	Mar 31, 26	-8.89K	0.01%
MORTON COMMUNITY BANK	10.37K	Mar 31, 26	--	0.01%
VAUGHAN DAVID INVESTMENTS LLC/IL	10.37K	Mar 31, 26	--	0.01%
International Private Wealth Advisors LLC	8.92K	Mar 31, 26	-134	0.01%
Disciplined Investors, L.L.C.	8.73K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	8.14K	Mar 31, 26	+5.89K	0.01%
Meridian Wealth Management, LLC	8.05K	Mar 31, 26	-1.08K	0.01%
Pointe Capital Management LLC	7.72K	Mar 31, 26	--	0.01%
MY Wealth Management Inc.	7.48K	Mar 31, 26	+369	0.01%
Note Advisors, LLC	7.47K	Mar 31, 26	+7.47K	0.01%
CreativeOne Wealth, LLC	7.46K	Mar 31, 26	-259	0.01%
Newbridge Financial Services Group, Inc.	7.38K	Mar 31, 26	+3.19K	0.01%
FIFTH THIRD BANCORP	7.14K	Mar 31, 26	+7.14K	0.01%
GTS SECURITIES LLC	7.03K	Mar 31, 26	+7.03K	0.01%
Ameritas Investment Partners, Inc.	5.29K	Mar 31, 26	+43	0.00%
FMR LLC	5.08K	Mar 31, 26	+4.19K	0.00%
Bernard Wealth Management Corp.	5.02K	Mar 31, 26	-524	0.00%
Fourth Dimension Wealth, LLC	1.98K	Mar 31, 26	-181	0.00%
Western Wealth Management, LLC	1.71K	Mar 31, 26	+1.71K	0.00%
Caitlin John, LLC	1.00K	Mar 31, 26	+1.00K	0.00%
VAN ECK ASSOCIATES CORP	963	Mar 31, 26	+8	0.00%
Horizon Investments, LLC	832	Mar 31, 26	-542.64K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	657	Mar 31, 26	+657	0.00%
Richard W. Paul & Associates, LLC	649	Mar 31, 26	--	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	634	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	556	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	546	Mar 31, 26	+163	0.00%
WealthShield Partners, LLC	525	Mar 31, 26	-100	0.00%
SIMPLEX TRADING, LLC	518	Mar 31, 26	+473	0.00%
Transamerica Financial Advisors, Inc.	368	Mar 31, 26	+24	0.00%
Atlantic Union Bankshares Corp	324	Mar 31, 26	+3	0.00%
BLAIR WILLIAM & CO/IL	321	Mar 31, 26	-377	0.00%
US BANCORP \DE\	251	Mar 31, 26	-1.22K	0.00%
AlphaCore Capital LLC	133	Mar 31, 26	+1	0.00%
OXFORD FINANCIAL GROUP LTD	106	Mar 31, 26	--	0.00%
Migdal Insurance & Financial Holdings Ltd.	100	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	85	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	64	Mar 31, 26	--	0.00%
Burk Holdings LLC	60	Mar 31, 26	+60	0.00%
Biltmore Family Office, LLC	55	Mar 31, 26	-71	0.00%
Sunbelt Securities, Inc.	44	Mar 31, 26	+1	0.00%
DELTA ASSET MANAGEMENT LLC/TN	40	Mar 31, 26	-34	0.00%
BNP PARIBAS ARBITRAGE, SNC	20	Mar 31, 26	+20	0.00%
Elevated Capital Advisors, LLC	15	Mar 31, 26	-32	0.00%
Kingdom Financial Group LLC.	4	Mar 31, 26	-4.27K	0.00%
Lloyd Advisory Services, LLC.	4	Mar 31, 26	-472	0.00%
Tidemark, LLC	2	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	1	Mar 31, 26	+1	0.00%
Creative Planning	--	Mar 31, 26	-6.87K	--
Mutual Advisors, LLC	--	Mar 31, 26	-44.45K	--
TFB Advisors LLC	--	Mar 31, 26	-10.68K	--
One Capital Management, LLC	--	Mar 31, 26	-149.96K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-59.31K	--
NATIONAL BANK OF CANADA /FI/	--	Mar 31, 26	-198.37K	--
Virtue Capital Management, LLC	--	Mar 31, 26	-12.14K	--
HOWE & RUSLING INC	--	Mar 31, 26	-167	--
Mariner, LLC	--	Mar 31, 26	-14.65K	--
Hilltop Holdings Inc.	--	Mar 31, 26	-25.89K	--
Perissos Private Wealth Management, LLC	--	Mar 31, 26	-61.74K	--
WBI INVESTMENTS, INC.	--	Mar 31, 26	-17.85K	--
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	--	Mar 31, 26	-42.10K	--
Vista Private Wealth Partners. LLC	--	Mar 31, 26	-83.88K	--
Lifeworks Advisors, LLC	--	Mar 31, 26	-22.66K	--
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-20.14K	--
PLANWISER FINANCIAL, LLC	--	Mar 31, 26	-66.70K	--
Triad Wealth Partners, LLC	--	Mar 31, 26	-45.87K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-73.44K	--
Foundations Investment Advisors, LLC	--	Mar 31, 26	-8.10K	--
Strategic Wealth Partners, Ltd.	--	Mar 31, 26	-50	--
Kiker Wealth Management, LLC	--	Mar 31, 26	-72	--
SILVER OAK SECURITIES, INCORPORATED	--	Mar 31, 26	-33.55K	--
Quadrature Capital Ltd	--	Mar 31, 26	-27.04K	--
NEW ENGLAND ASSET MANAGEMENT INC	--	Mar 31, 26	-185	--
Safe Harbor Fiduciary, LLC	--	Mar 31, 26	-2	--
CAPE COD FIVE CENTS SAVINGS BANK	562.07K	Dec 31, 25	--	0.52%
Janney Capital Management LLC	408.71K	Dec 31, 25	-11.34K	0.38%
ROVIN CAPITAL /UT/ /ADV	66.95K	Dec 31, 25	+1.85K	0.06%
Alpha Cubed Investments, LLC	29.97K	Dec 31, 25	--	0.03%
COMERICA BANK	6.67K	Dec 31, 25	-3.70K	0.01%
TUCKER ASSET MANAGEMENT LLC	1.28K	Dec 31, 25	+123	0.00%
Global Retirement Partners, LLC	489	Dec 31, 25	--	0.00%
TRUST CO OF VERMONT	290	Dec 31, 25	-40	0.00%
New Millennium Group LLC	26	Dec 31, 25	--	0.00%
Wela Strategies, Inc.	1.62M	Sep 30, 25	+1.43M	1.50%
BRASS TAX WEALTH MANAGEMENT, INC	537.31K	Sep 30, 25	+161.73K	0.50%
Allianz Investment Management U.S. LLC	248.04K	Sep 30, 25	--	0.23%
Lion Street Advisors, LLC	15.91K	Sep 30, 25	+15.91K	0.01%
Lowe Wealth Advisors, LLC	2.10K	Sep 30, 25	-220	0.00%
Pineridge Advisors LLC	248	Sep 30, 25	-95	0.00%
Guerra Advisors Inc	57	Sep 30, 25	+57	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-45.19K	--
CHB Investment Group, LLC	297.55K	Jun 30, 25	-7.79K	0.28%
AVANTAX ADVISORY SERVICES, INC.	287.20K	Jun 30, 25	+14.05K	0.27%
Sebold Capital Management, Inc.	146.29K	Jun 30, 25	-3.02K	0.14%
Congress Wealth Management LLC / DE /	112.06K	Jun 30, 25	-9.71K	0.10%
TFG Advisers LLC	34.19K	Jun 30, 25	+415	0.03%
Atria Wealth Solutions, Inc.	16.77K	Jun 30, 25	-125.94K	0.02%
First Horizon Advisors, Inc.	--	Jun 30, 25	-350	--
Aveo Capital Partners, LLC	478.05K	Mar 31, 25	-128.68K	0.44%
US FINANCIAL ADVISORS, LLC	186.15K	Mar 31, 25	+11.46K	0.17%
LPF Advisors LLC	107.45K	Mar 31, 25	+9.47K	0.10%
Sandy Spring Bank	305	Mar 31, 25	+3	0.00%
CAROLINAS WEALTH CONSULTING LLC	41	Mar 31, 25	--	0.00%
Transform Wealth, LLC	--	Mar 31, 25	-64.63K	--
Avitas Wealth Management LLC	282.56K	Dec 31, 24	+6.57K	0.26%
TAP Consulting, LLC	53.37K	Dec 31, 24	+5.04K	0.05%
Tallon Kerry Patrick	12.78K	Dec 31, 24	+12.78K	0.01%
WR Wealth Planners, LLC	19	Dec 31, 24	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.73K	--
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-52.75K	--
Raymond James Financial Services Advisors, Inc.	453.16K	Sep 30, 24	-82.13K	0.42%
RAYMOND JAMES & ASSOCIATES	380.75K	Sep 30, 24	-6.64K	0.35%
New Potomac Partners, LLC	86.76K	Sep 30, 24	+115	0.08%
Carmichael Hill & Associates, Inc.	6.17K	Sep 30, 24	--	0.01%
Aspire Wealth Management Corp	5.07K	Sep 30, 24	-3.98K	0.00%
VitalStone Financial, LLC	660	Sep 30, 24	-210	0.00%
Syntrinsic LLC	64	Sep 30, 24	-182	0.00%
First Personal Financial Services	37	Sep 30, 24	--	0.00%
Carmenna Advisors LLC	175.70K	Jun 30, 24	+175.70K	0.16%
BlackRock Inc.	1.57K	Jun 30, 24	+1.57K	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	891.82K	Mar 31, 24	+230.78K	0.83%
Cetera Advisor Networks LLC	219.81K	Mar 31, 24	+15.66K	0.20%
Cetera Advisors LLC	138.04K	Mar 31, 24	+15.96K	0.13%
Eudaimonia Partners, LLC	14.29K	Mar 31, 24	-23.67K	0.01%
CREDIT SUISSE AG/	12.55K	Mar 31, 24	+3.62K	0.01%
Coppell Advisory Solutions Corp.	8.75K	Mar 31, 24	+8.75K	0.01%
EisnerAmper Wealth Management Corporate Benefits, LLC	69.64K	Dec 31, 23	-4.78K	0.06%
Sutton Wealth Advisors Inc.	45.04K	Sep 30, 23	+15.23K	0.04%
COMERICA SECURITIES,INC.	9.13K	Sep 30, 23	+9.13K	0.01%
PFS INVESTMENTS INC.	965.99K	Jun 30, 23	+65.13K	0.90%
BDO Wealth Advisors, LLC	140.54K	Jun 30, 23	+140.54K	0.13%
LEO BROKERAGE, LLC	12.64K	Jun 30, 23	+66	0.01%
Kistler-Tiffany Companies, LLC	587	Jun 30, 23	--	0.00%
HARVEST GROUP WEALTH MANAGEMENT, LLC	166.31K	Mar 31, 23	-13.48K	0.15%
Ascendant Capital Management, LLC	40.00K	Mar 31, 23	-15.00K	0.04%
Catalyst Wealth Management, LLC	17.85K	Mar 31, 23	-2.31K	0.02%
Sargent Bickham Lagudis LLC	738.97K	Dec 31, 22	-110.55K	0.68%
Laurel Wealth Advisors, Inc.	365.02K	Dec 31, 22	+4.36K	0.34%
TRUSTCORE FINANCIAL SERVICES, LLC	30	Dec 31, 22	+30	0.00%
Jefferies Group LLC	146.50K	Sep 30, 22	+146.50K	0.14%
American Portfolios Advisors	48.31K	Sep 30, 22	+48.31K	0.04%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	38.35K	Sep 30, 22	-32.52K	0.04%
Beaumont Financial Partners, LLC	22.91K	Sep 30, 22	-9.17K	0.02%
Surevest, LLC	12.13K	Sep 30, 22	-2.26K	0.01%
SWM Advisors	--	Sep 30, 22	-12.62K	--
Minot Wealth Management LLC	24.00K	Jun 30, 22	-16.09K	0.02%
B. Riley Wealth Management, Inc.	7.53K	Jun 30, 22	-6.98K	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-161	--
Livingston Group Asset Management CO (operating as Southport Capital Management)	21.62K	Mar 31, 22	-40.92K	0.02%
Wealthstreet Investment Advisors, LLC	52	Mar 31, 22	--	0.00%
Investors Financial Group, LLC	29.54K	Dec 31, 21	+138	0.03%
Carroll Financial Associates, Inc.	11.24K	Dec 31, 21	+882	0.01%
NEXT Financial Group, Inc	--	Dec 31, 21	-144.03K	--
Cardan Capital Partners, LLC	432.73K	Sep 30, 21	-24.85K	0.40%
BHF RG Capital Inc.	374.33K	Sep 30, 21	+62.19K	0.35%
Ameritas Investment Company, LLC	115.83K	Sep 30, 21	+102.25K	0.11%
Cascadia Advisory Services, LLC	--	Sep 30, 21	-11.98K	--
Sonora Investment Management, LLC	--	Sep 30, 21	-700	--
CEDAR CAPITAL, LLC	--	Sep 30, 21	-6.08K	--
PNC Managed Account Solutions, Inc.	1.58K	Jun 30, 21	+1.58K	0.00%
Hoover Financial Advisors, Inc.	156	Jun 30, 21	+156	0.00%
FormulaFolio Investments, LLC	26	Jun 30, 21	--	0.00%
FEDERAL RESERVE BANK OF NEW YORK	--	Jun 30, 21	-1.13M	--
TCF National Bank	17.15K	Mar 31, 21	+4.82K	0.02%
Winslow, Evans & Crocker, Inc.	1.18K	Dec 31, 20	+60	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	860	Dec 31, 20	--	0.00%
Capstone Financial Group, Inc.	113.99K	Sep 30, 20	+64.55K	0.11%
First Allied Advisory Services, Inc.	9.02K	Sep 30, 20	+9.02K	0.01%
Price Wealth, LLC	77	Sep 30, 20	--	0.00%
LifePlan Financial Group, Inc	--	Sep 30, 20	-66.21K	--
Global Financial Private Capital, Inc	109.10K	Jun 30, 20	-354.99K	0.10%
Peak Capital Management LLC	291.96K	Mar 31, 20	-106.18K	0.27%
LADENBURG THALMANN FINANCIAL SERVICES INC.	150.28K	Dec 31, 19	-19.00K	0.14%
Advisor Group, Inc.	113.43K	Dec 31, 19	+30.57K	0.11%
Crow Point Partners, LLC	17.00K	Dec 31, 19	+2.00K	0.02%
BB&T SECURITIES, LLC	15.36K	Sep 30, 19	-431	0.01%
CHEMICAL BANK	9.93K	Jun 30, 19	+9.93K	0.01%
NEXT Financial Holdings	760	Mar 31, 19	+760	0.00%
Sterling Global Strategies LLC	--	Mar 31, 19	-1.92K	--
Visionary Asset Management, Inc.	--	Dec 31, 18	-9.89K	--
Simply Money Advisors	89.27K	Mar 31, 18	-3.61K	0.08%
Oak Point Wealth Management	979	Mar 31, 18	--	0.00%
WealthShield, LLC	297	Dec 31, 17	+297	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-61.32K	--
AMERICAFIRST CAPITAL MANAGEMENT, LLC	43.99K	Sep 30, 17	+43.99K	0.04%
Virtu KCG Holdings LLC	157.74K	Jun 30, 17	+157.74K	0.15%
Commonwealth Equity Services, Inc	56.60K	Jun 30, 17	+43.13K	0.05%
MSI Financial Services Inc	14.50K	Dec 31, 16	+6.00K	0.01%

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Holder

Date

Change

% Held

Southern Farm Bureau Life Insurance

2.59M

Jun 30, 26

2.40%

EVERGREEN CAPITAL MANAGEMENT LLC

798.38K

Jun 30, 26

+4.08K

0.74%

Wealthcare Advisory Partners LLC

708.13K

Jun 30, 26

+19.30K

0.66%

HOWARD FINANCIAL SERVICES, LTD.

690.64K

Jun 30, 26

+21.46K

0.64%

Wright Fund Management, LLC

595.10K

Jun 30, 26

+595.10K

0.55%

Melone Private Wealth, LLC

361.55K

Jun 30, 26

+940

0.33%

Cambridge Investment Research Advisors, Inc.

350.54K

Jun 30, 26

+126.23K

0.32%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

321.35K

Jun 30, 26

-3.55K

0.30%

American Financial Advisors, LLC

313.91K

Jun 30, 26

-179.83K

0.29%

Elevation Capital Advisory, LLC

274.97K

Jun 30, 26

+274.97K

0.25%

Atlantic Edge Private Wealth Management, LLC

236.46K

Jun 30, 26

+371

0.22%

KESTRA PRIVATE WEALTH SERVICES, LLC

236.03K

Jun 30, 26

-89.01K

0.22%

FAS Wealth Partners, Inc.

235.46K

Jun 30, 26

+1.91K

0.22%

CONNING INC.

233.57K

Jun 30, 26

0.22%

Echo45 Advisors LLC

172.84K

Jun 30, 26

+10.43K

0.16%

RiverFront Investment Group, LLC

141.45K

Jun 30, 26

-668

0.13%

Towneley Capital Management, Inc / DE

139.12K

Jun 30, 26

+3.08K

0.13%

Private Advisor Group, LLC

138.90K

Jun 30, 26

+94.49K

0.13%

Darrow Company, Inc.

133.30K

Jun 30, 26

+7.36K

0.12%

IAMS WEALTH MANAGEMENT, LLC

127.21K

Jun 30, 26

+15.50K

0.12%

Frank, Rimerman Advisors LLC

125.52K

Jun 30, 26

-1

0.12%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

123.40K

Jun 30, 26

+3.98K

0.11%

Breakwater Capital Group

122.50K

Jun 30, 26

+56.91K

0.11%

Accel Wealth Management

115.61K

Jun 30, 26

-2.29K

0.11%

Ferguson Shapiro LLC

113.98K

Jun 30, 26

+113.98K

0.11%

Stewardship Advisors, LLC

110.07K

Jun 30, 26

-24.63K

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

106.53K

Jun 30, 26

-68.74K

0.10%

CONGRESS ASSET MANAGEMENT CO /MA

94.32K

Jun 30, 26

-5.42K

0.09%

FIFTH THIRD SECURITIES, INC.

90.59K

Jun 30, 26

+12.62K

0.08%

Ronald Blue Trust, Inc.

86.51K

Jun 30, 26

+4.31K

0.08%

Sound Income Strategies, LLC

83.55K

Jun 30, 26

+16.55K

0.08%

BURNS J W & CO INC/NY

79.92K

Jun 30, 26

+4.83K

0.07%

INTERACTIVE FINANCIAL ADVISORS, INC.

79.64K

Jun 30, 26

-376

0.07%

Financial Partners Group, Inc

78.91K

Jun 30, 26

-11.96K

0.07%

Ashton Thomas Private Wealth, LLC

71.46K

Jun 30, 26

+2.66K

0.07%

Trilogy Capital Inc.

63.25K

Jun 30, 26

+946

0.06%

Cornerstone Wealth Management, LLC

60.55K

Jun 30, 26

+1.11K

0.06%

DAYMARK WEALTH PARTNERS, LLC

56.51K

Jun 30, 26

+56.51K

0.05%

Creekside Partners

55.93K

Jun 30, 26

+3.06K

0.05%

1620 INVESTMENT ADVISORS, INC.

54.56K

Jun 30, 26

+480

0.05%

Lake Hills Wealth Management, LLC

54.37K

Jun 30, 26

+54.37K

0.05%

Optivise Advisory Services LLC

53.66K

Jun 30, 26

+53.66K

0.05%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

50.06K

Jun 30, 26

-302

0.05%

RETIREMENT GUYS FORMULA LLC

45.88K

Jun 30, 26

+823

0.04%

NBT BANK N A /NY

43.05K

Jun 30, 26

-155.52K

0.04%

Freestone Capital Holdings, LLC

42.31K

Jun 30, 26

-11.27K

0.04%

Kestra Advisory Services, LLC

41.09K

Jun 30, 26

-339

0.04%

Axis Wealth Partners, LLC

41.05K

Jun 30, 26

+465

0.04%

Smart Money Group LLC

35.71K

Jun 30, 26

-1.30K

0.03%

SHEETS SMITH WEALTH MANAGEMENT

34.10K

Jun 30, 26

+2.48K

0.03%

Simmons Bank

33.90K

Jun 30, 26

+33.90K

0.03%

WINEBRENNER CAPITAL MANAGEMENT LLC

33.27K

Jun 30, 26

-1.50K

0.03%

IFP Advisors, Inc

31.18K

Jun 30, 26

+3.33K

0.03%

Farther Finance Advisors, LLC

28.12K

Jun 30, 26

-8.07K

0.03%

RFG Advisory, LLC

23.64K

Jun 30, 26

-22.31K

0.02%

BluePath Capital Management, LLC

21.37K

Jun 30, 26

+6.65K

0.02%

Fortune Financial Advisors, LLC

21.27K

Jun 30, 26

+103

0.02%

Christensen, King & Associates Investment Services, Inc.

19.28K

Jun 30, 26

0.02%

BCS Wealth Management

19.06K

Jun 30, 26

-1.52K

0.02%

McAlister, Sweet & Associates, Inc.

18.82K

Jun 30, 26

0.02%

SeaCrest Wealth Management, LLC

18.55K

Jun 30, 26

+3.33K

0.02%

Aviance Capital Partners, LLC

18.32K

Jun 30, 26

-145

0.02%

High Net Worth Advisory Group LLC

17.40K

Jun 30, 26

0.02%

Atria Investments, Inc

17.23K

Jun 30, 26

-303

0.02%

Global Assets Advisory, LLC

16.60K

Jun 30, 26

+16.60K

0.02%

Kaizen Financial Strategies

15.36K

Jun 30, 26

+591

0.01%

Investment Partners Asset Management, Inc.

15.17K

Jun 30, 26

+3.22K

0.01%

HBW Advisory Services LLC

15.04K

Jun 30, 26

+2.96K

0.01%

Alteri Wealth LLC

14.22K

Jun 30, 26

+1.15K

0.01%

Lantern Wealth Advisors, LLC

13.56K

Jun 30, 26

0.01%

McKinley Carter Wealth Services, Inc.

13.36K

Jun 30, 26

-221

0.01%

Octavia Wealth Advisors, LLC

12.89K

Jun 30, 26

-571

0.01%

Total Clarity Wealth Management, Inc.

12.10K

Jun 30, 26

-49.27K

0.01%

Sunburst Financial Group, LLC

12.09K

Jun 30, 26

-18

0.01%

Strategic Financial Concepts, LLC

11.82K

Jun 30, 26

+148

0.01%

Applied Capital LLC

11.78K

Jun 30, 26

-209

0.01%

PFG Investments, LLC

11.56K

Jun 30, 26

+298

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

11.54K

Jun 30, 26

+300

0.01%

Meridian Financial, LLC

11.25K

Jun 30, 26

+70

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

11.13K

Jun 30, 26

-1.13K

0.01%

Post Resch Tallon Group Inc.

11.07K

Jun 30, 26

0.01%

Cornerstone Planning Group LLC

10.72K

Jun 30, 26

-1.05K

0.01%

Carnegie Capital Asset Management, LLC

10.70K

Jun 30, 26

+2.20K

0.01%

Clear Creek Financial Management, LLC

10.68K

Jun 30, 26

-330

0.01%

Bright Futures Wealth Management, LLC.

10.47K

Jun 30, 26

+157

0.01%

MATHER GROUP, LLC.

10.35K

Jun 30, 26

-551

0.01%

TRUIST FINANCIAL CORP

10.11K

Jun 30, 26

+10.11K

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

10.08K

Jun 30, 26

+82

0.01%

Dynamic Advisor Solutions LLC

9.66K

Jun 30, 26

-3.33K

0.01%

Cornerstone Wealth Group, LLC

9.36K

Jun 30, 26

-11.99K

0.01%

CYPRESS FINANCIAL PLANNING LLC

9.33K

Jun 30, 26

-483.52K

0.01%

David J Yvars Group

8.77K

Jun 30, 26

-6.31K

0.01%

Envestnet Portfolio Solutions, Inc.

8.39K

Jun 30, 26

-183.38K

0.01%

Concurrent Investment Advisors, LLC

8.01K

Jun 30, 26

+8.01K

0.01%

Apollon Wealth Management, LLC

7.78K

Jun 30, 26

-145

0.01%

Global View Capital Management LLC

7.62K

Jun 30, 26

-1.16K

0.01%

Etesian Wealth Advisors, Inc.

7.53K

Jun 30, 26

-2.38K

0.01%

Strategic Blueprint, LLC

7.38K

Jun 30, 26

+7.38K

0.01%

CRUX WEALTH ADVISORS

7.03K

Jun 30, 26

-51

0.01%

Darwin Wealth Management, LLC

3.55K

Jun 30, 26

+40

0.00%

Spire Wealth Management

3.20K

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

3.00K

Jun 30, 26

0.00%

ASSETMARK, INC

2.93K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

1.98K

Jun 30, 26

0.00%

Bogart Wealth, LLC

1.80K

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

1.55K

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

1.47K

Jun 30, 26

-3

0.00%

Golden State Wealth Management, LLC

1.01K

Jun 30, 26

-1.02K

0.00%

Costello Asset Management, INC

951

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

690

Jun 30, 26

0.00%

Activest Wealth Management

623

Jun 30, 26

+623

0.00%

AdvisorNet Financial, Inc

541

Jun 30, 26

0.00%

PARK NATIONAL CORP /OH/

420

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

406

Jun 30, 26

0.00%

CX Institutional

309

Jun 30, 26

-73

0.00%

Arlington Trust Co LLC

300

Jun 30, 26

0.00%

CoreCap Advisors, LLC

232

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

195

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

151

Jun 30, 26

+151

0.00%

Westfuller Advisors, LLC

135

Jun 30, 26

0.00%

POM Investment Strategies, LLC

121

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

112

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

108

Jun 30, 26

-639

0.00%

Cape Investment Advisory, Inc.

108

Jun 30, 26

+108

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

+42

0.00%

Kings Path Partners LLC

Jun 30, 26

+66

0.00%

Avion Wealth

Jun 30, 26

0.00%

Merit Financial Group, LLC

Jun 30, 26

-31.03K

PARK AVENUE SECURITIES LLC

Jun 30, 26

-7.29K

EASTERN BANK

Jun 30, 26

-267

Elm3 Financial Group, LLC

Jun 30, 26

-7.22K

Investors Research Corp

Jun 30, 26

-809

KICKSTAND VENTURES, LLC.

Jun 30, 26

-120.60K

PFG Advisors

Jun 30, 26

-7.78K

Essex LLC

Jun 30, 26

-17.46K

Key FInancial Inc

Jun 30, 26

-98

BANK OF AMERICA CORP /DE/

18.20M

Mar 31, 26

-1.66M

16.86%

LPL Financial LLC

4.92M

Mar 31, 26

+532.03K

4.56%

Capital Investment Advisors, LLC

3.81M

Mar 31, 26

+147.61K

3.53%

MORGAN STANLEY

3.77M

Mar 31, 26

+1.20M

3.49%

Cerity Partners LLC

3.49M

Mar 31, 26

+150.59K

3.23%

WELLS FARGO & COMPANY/MN

2.30M

Mar 31, 26

+340.03K

2.13%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.44M

Mar 31, 26

-6.85K

1.33%

AMERIPRISE FINANCIAL INC

1.30M

Mar 31, 26

+131.17K

1.20%

1832 Asset Management L.P.

1.29M

Mar 31, 26

+44.72K

1.19%

Kensington Asset Management, LLC

1.24M

Mar 31, 26

-150.00K

1.15%

ALLIANCEBERNSTEIN L.P.

893.14K

Mar 31, 26

-73.87K

0.83%

Integrated Wealth Concepts LLC

787.03K

Mar 31, 26

+760.13K

0.73%

RAYMOND JAMES FINANCIAL INC

731.69K

Mar 31, 26

-11.09K

0.68%

GOLDMAN SACHS GROUP INC

570.61K

Mar 31, 26

+430.51K

0.53%

SCOTIA CAPITAL INC.

551.27K

Mar 31, 26

-55.79K

0.51%

Strategic Wealth Investment Group, LLC

549.39K

Mar 31, 26

+21.19K

0.51%

ADVISOR GROUP HOLDINGS, INC.

546.18K

Mar 31, 26

-4.31K

0.51%

ENVESTNET ASSET MANAGEMENT INC

521.01K

Mar 31, 26

+17.67K

0.48%

GUGGENHEIM CAPITAL LLC

504.48K

Mar 31, 26

+33.67K

0.47%

Cetera Investment Advisers

480.85K

Mar 31, 26

+36.66K

0.45%

Summit Financial, LLC

472.83K

Mar 31, 26

+16.22K

0.44%

Janney Montgomery Scott LLC

433.37K

Mar 31, 26

+408.37K

0.40%

Allworth Financial LP

430.25K

Mar 31, 26

+28.31K

0.40%

Destiny Wealth Partners, LLC

397.15K

Mar 31, 26

+4.88K

0.37%

JONES FINANCIAL COMPANIES LLLP

394.38K

Mar 31, 26

+21.48K

0.37%

STIFEL FINANCIAL CORP

371.60K

Mar 31, 26

-584

0.34%

WCG Wealth Advisors LLC

312.06K

Mar 31, 26

+15.53K

0.29%

MML INVESTORS SERVICES, LLC

309.27K

Mar 31, 26

+5.12K

0.29%

Symphony Financial, Ltd. Co.

305.27K

Mar 31, 26

+8.16K

0.28%

Ancora Advisors, LLC

297.62K

Mar 31, 26

+24.54K

0.28%

SHEPHERD KAPLAN KROCHUK, LLC

283.80K

Mar 31, 26

-14.47K

0.26%

Graney & King, LLC

280.76K

Mar 31, 26

+15.25K

0.26%

WRAPMANAGER INC

273.64K

Mar 31, 26

+51.90K

0.25%

JANE STREET GROUP, LLC

250.00K

Mar 31, 26

+250.00K

0.23%

ALLIANZ SE

248.04K

Mar 31, 26

0.23%

Toroso Investments, LLC

243.35K

Mar 31, 26

+243.35K

0.23%

Resources Investment Advisors, LLC.

223.25K

Mar 31, 26

+4.44K

0.21%

MONEY CONCEPTS CAPITAL CORP

208.22K

Mar 31, 26

+8.05K

0.19%

Plan Group Financial, LLC

200.61K

Mar 31, 26

+14.72K

0.19%

AE Wealth Management LLC

197.98K

Mar 31, 26

-340.23K

0.18%

JPMORGAN CHASE & CO

187.60K

Mar 31, 26

+15.85K

0.17%

Allianz Asset Management GmbH

182.38K

Mar 31, 26

0.17%

BANK OF MONTREAL /CAN/

180.83K

Mar 31, 26

+9.48K

0.17%

Steward Partners Investment Advisory, LLC

177.78K

Mar 31, 26

-3.65K

0.16%

Family Legacy, Inc.

161.24K

Mar 31, 26

+4.41K

0.15%

MOSAIC FAMILY WEALTH PARTNERS, LLC

155.46K

Mar 31, 26

+2.94K

0.14%

UBS Group AG

150.78K

Mar 31, 26

-6.59K

0.14%

INSIGNEO ADVISORY SERVICES, LLC

149.35K

Mar 31, 26

-94

0.14%

PRINCIPAL SECURITIES, INC.

145.60K

Mar 31, 26

+12.68K

0.13%

Advyzon Investment Management, LLC

143.91K

Mar 31, 26

-3.85K

0.13%

Hershey Financial Advisers, LLC

142.11K

Mar 31, 26

+142.11K

0.13%

Lido Advisors, LLC

136.84K

Mar 31, 26

-43.12K

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

125.75K

Mar 31, 26

+14.53K

0.12%

ROYAL BANK OF CANADA

123.16K

Mar 31, 26

+917

0.11%

Performa Ltd (US), LLC

119.22K

Mar 31, 26

0.11%

CITIGROUP INC

115.99K

Mar 31, 26

+6.08K

0.11%

Capstone Triton Financial Group, LLC

114.98K

Mar 31, 26

+54.94K

0.11%

Coco Enterprises, LLC

113.52K

Mar 31, 26

+4.97K

0.11%

Baird Financial Group, Inc.

111.86K

Mar 31, 26

+2.06K

0.10%

Betterment LLC

111.73K

Mar 31, 26

-2.53K

0.10%

IHT Wealth Management, LLC

109.60K

Mar 31, 26

+9.60K

0.10%

Wealthfront Advisers LLC

103.69K

Mar 31, 26

-13.94K

0.10%

Kingsview Wealth Management, LLC

96.86K

Mar 31, 26

+96.86K

0.09%

Sigma Planning Corp

90.78K

Mar 31, 26

+4.02K

0.08%

AGF MANAGEMENT LTD

87.50K

Mar 31, 26

0.08%

Comprehensive Wealth Management, LLC

85.91K

Mar 31, 26

+8.94K

0.08%

Smartleaf Asset Management LLC

83.52K

Mar 31, 26

+10.34K

0.08%

Savvy Advisors, Inc.

83.49K

Mar 31, 26

+10.97K

0.08%

Ausdal Financial Partners, Inc.

83.44K

Mar 31, 26

+10.85K

0.08%

NewEdge Advisors, LLC

81.79K

Mar 31, 26

+1.36K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

77.32K

Mar 31, 26

-13.71K

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

72.84K

Mar 31, 26

-276.95K

0.07%

Pensionmark Financial Group, LLC

71.69K

Mar 31, 26

+36.24K

0.07%

Waverly Advisors, LLC

57.89K

Mar 31, 26

-860

0.05%

CLEAR INVESTMENT RESEARCH, LLC

54.87K

Mar 31, 26

-7.05K

0.05%

OPPENHEIMER & CO INC

54.06K

Mar 31, 26

-2.08K

0.05%

Freestone Capital Holdings, LLC

53.58K

Mar 31, 26

-32.84K

0.05%

WHITE PINE CAPITAL LLC

52.61K

Mar 31, 26

+1.57K

0.05%

Global Endowment Management, LP

50.00K

Mar 31, 26

0.05%

Independent Advisor Alliance

47.80K

Mar 31, 26

+32.75K

0.04%

NovaPoint Capital, LLC

45.97K

Mar 31, 26

-956

0.04%

Rockefeller Capital Management L.P.

43.49K

Mar 31, 26

-6.25K

0.04%

Arkadios Wealth Advisors

43.09K

Mar 31, 26

-145

0.04%

HighTower Advisors, LLC

41.84K

Mar 31, 26

+29.70K

0.04%

Sanctuary Advisors, LLC

41.54K

Mar 31, 26

+555

0.04%

HUNTINGTON NATIONAL BANK

41.26K

Mar 31, 26

-479

0.04%

BlackRock, Inc.

40.27K

Mar 31, 26

-3.38K

0.04%

Continuum Advisory, LLC

35.79K

Mar 31, 26

+1.64K

0.03%

Stratos Wealth Partners, LTD.

34.79K

Mar 31, 26

-256

0.03%

Geneos Wealth Management Inc.

30.79K

Mar 31, 26

+1.32K

0.03%

CAPTRUST FINANCIAL ADVISORS

30.54K

Mar 31, 26

+30.54K

0.03%

Wilson & Boucher Capital Management, LLC

30.35K

Mar 31, 26

-50

0.03%

Transcendent Capital Group LLC

29.88K

Mar 31, 26

0.03%

CWM, LLC

29.21K

Mar 31, 26

-19.11K

0.03%

Deseret Mutual Benefit Administrators

27.81K

Mar 31, 26

+278

0.03%

Tower Research Capital LLC (TRC)

27.19K

Mar 31, 26

+27.19K

0.03%

Jaffetilchin Investment Partners, LLC

26.16K

Mar 31, 26

+243

0.02%

GFS Advisors, LLC

24.43K

Mar 31, 26

0.02%

Quartz Partners, LLC

22.79K

Mar 31, 26

0.02%

Mezzasalma Advisors, LLC

22.50K

Mar 31, 26

-406

0.02%

Advisory Services Network, LLC

21.91K

Mar 31, 26

+2.57K

0.02%

Goldstone Financial Group, LLC

20.07K

Mar 31, 26

+7.24K

0.02%

Engineers Gate Manager LP

19.90K

Mar 31, 26

-12.95K

0.02%

Arete Wealth Advisors, LLC

19.05K

Mar 31, 26

-14.05K

0.02%

SMITH, MOORE & CO.

18.79K

Mar 31, 26

0.02%

LIBERTY SQUARE WEALTH PARTNERS LLC

18.60K

Mar 31, 26

-793

0.02%

NOMURA ASSET MANAGEMENT CO LTD

18.32K

Mar 31, 26

0.02%

Strathmore Capital Advisors, Inc.

17.87K

Mar 31, 26

-135

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

17.47K

Mar 31, 26

-2.71K

0.02%

Eagle Bay Advisors LLC

16.96K

Mar 31, 26

+588

0.02%

Bank of New York Mellon Corp

16.94K

Mar 31, 26

-1.18K

0.02%

Csenge Advisory Group

16.23K

Mar 31, 26

-7.84K

0.02%

CENTAURUS FINANCIAL, INC.

14.66K

Mar 31, 26

+14.66K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

14.54K

Mar 31, 26

+14.54K

0.01%

Autumn Glory Partners, LLC

13.05K

Mar 31, 26

0.01%

Brinker Capital Investments, LLC

13.04K

Mar 31, 26

+4.55K

0.01%

OLD MISSION CAPITAL LLC

12.41K

Mar 31, 26

-58.44K

0.01%

Aptus Capital Advisors, LLC

12.11K

Mar 31, 26

-52

0.01%

Gotham Asset Management, LLC

12.07K

Mar 31, 26

+575

0.01%

MAI Capital Management

11.73K

Mar 31, 26

+6.34K

0.01%

Simplicity Wealth,LLC

11.22K

Mar 31, 26

-7.81K

0.01%

Clearstead Advisors, LLC

10.82K

Mar 31, 26

0.01%

OneAscent Financial Services LLC

10.72K

Mar 31, 26

+10.72K

0.01%

Qube Research & Technologies Ltd

10.48K

Mar 31, 26

-8.89K

0.01%

MORTON COMMUNITY BANK

10.37K

Mar 31, 26

0.01%

VAUGHAN DAVID INVESTMENTS LLC/IL

10.37K

Mar 31, 26

0.01%

International Private Wealth Advisors LLC

8.92K

Mar 31, 26

-134

0.01%

Disciplined Investors, L.L.C.

8.73K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

8.14K

Mar 31, 26

+5.89K

0.01%

Meridian Wealth Management, LLC

8.05K

Mar 31, 26

-1.08K

0.01%

Pointe Capital Management LLC

7.72K

Mar 31, 26

0.01%

MY Wealth Management Inc.

7.48K

Mar 31, 26

+369

0.01%

Note Advisors, LLC

7.47K

Mar 31, 26

+7.47K

0.01%

CreativeOne Wealth, LLC

7.46K

Mar 31, 26

-259

0.01%

Newbridge Financial Services Group, Inc.

7.38K

Mar 31, 26

+3.19K

0.01%

FIFTH THIRD BANCORP

7.14K

Mar 31, 26

+7.14K

0.01%

GTS SECURITIES LLC

7.03K

Mar 31, 26

+7.03K

0.01%

Ameritas Investment Partners, Inc.

5.29K

Mar 31, 26

+43

0.00%

FMR LLC

5.08K

Mar 31, 26

+4.19K

0.00%

Bernard Wealth Management Corp.

5.02K

Mar 31, 26

-524

0.00%

Fourth Dimension Wealth, LLC

1.98K

Mar 31, 26

-181

0.00%

Western Wealth Management, LLC

1.71K

Mar 31, 26

+1.71K

0.00%

Caitlin John, LLC

1.00K

Mar 31, 26

+1.00K

0.00%

VAN ECK ASSOCIATES CORP

963

Mar 31, 26

0.00%

Horizon Investments, LLC

832

Mar 31, 26

-542.64K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

657

Mar 31, 26

+657

0.00%

Richard W. Paul & Associates, LLC

649

Mar 31, 26

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

634

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

556

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

546

Mar 31, 26

+163

0.00%

WealthShield Partners, LLC

525

Mar 31, 26

-100

0.00%

SIMPLEX TRADING, LLC

518

Mar 31, 26

+473

0.00%

Transamerica Financial Advisors, Inc.

368

Mar 31, 26

+24

0.00%

Atlantic Union Bankshares Corp

324

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

321

Mar 31, 26

-377

0.00%

US BANCORP \DE\

251

Mar 31, 26

-1.22K

0.00%

AlphaCore Capital LLC

133

Mar 31, 26

0.00%

OXFORD FINANCIAL GROUP LTD

106

Mar 31, 26

0.00%

Migdal Insurance & Financial Holdings Ltd.

100

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

0.00%

Burk Holdings LLC

Mar 31, 26

+60

0.00%

Biltmore Family Office, LLC

Mar 31, 26

-71

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Mar 31, 26

-34

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+20

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

-32

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

-4.27K

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

-472

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Creative Planning

Mar 31, 26

-6.87K

Mutual Advisors, LLC

Mar 31, 26

-44.45K

TFB Advisors LLC

Mar 31, 26

-10.68K

One Capital Management, LLC

Mar 31, 26

-149.96K

CITADEL ADVISORS LLC

Mar 31, 26

-59.31K

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

-198.37K

Virtue Capital Management, LLC

Mar 31, 26

-12.14K

HOWE & RUSLING INC

Mar 31, 26

-167

Mariner, LLC

Mar 31, 26

-14.65K

Hilltop Holdings Inc.

Mar 31, 26

-25.89K

Perissos Private Wealth Management, LLC

Mar 31, 26

-61.74K

WBI INVESTMENTS, INC.

Mar 31, 26

-17.85K

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

Mar 31, 26

-42.10K

Vista Private Wealth Partners. LLC

Mar 31, 26

-83.88K

Lifeworks Advisors, LLC

Mar 31, 26

-22.66K

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-20.14K

PLANWISER FINANCIAL, LLC

Mar 31, 26

-66.70K

Triad Wealth Partners, LLC

Mar 31, 26

-45.87K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-73.44K

Foundations Investment Advisors, LLC

Mar 31, 26

-8.10K

Strategic Wealth Partners, Ltd.

Mar 31, 26

-50

Kiker Wealth Management, LLC

Mar 31, 26

-72

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-33.55K

Quadrature Capital Ltd

Mar 31, 26

-27.04K

NEW ENGLAND ASSET MANAGEMENT INC

Mar 31, 26

-185

Safe Harbor Fiduciary, LLC

Mar 31, 26

-2

CAPE COD FIVE CENTS SAVINGS BANK

562.07K

Dec 31, 25

0.52%

Janney Capital Management LLC

408.71K

Dec 31, 25

-11.34K

0.38%

ROVIN CAPITAL /UT/ /ADV

66.95K

Dec 31, 25

+1.85K

0.06%

Alpha Cubed Investments, LLC

29.97K

Dec 31, 25

0.03%

COMERICA BANK

6.67K

Dec 31, 25

-3.70K

0.01%

TUCKER ASSET MANAGEMENT LLC

1.28K

Dec 31, 25

+123

0.00%

Global Retirement Partners, LLC

489

Dec 31, 25

0.00%

TRUST CO OF VERMONT

290

Dec 31, 25

-40

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

Wela Strategies, Inc.

1.62M

Sep 30, 25

+1.43M

1.50%

BRASS TAX WEALTH MANAGEMENT, INC

537.31K

Sep 30, 25

+161.73K

0.50%

Allianz Investment Management U.S. LLC

248.04K

Sep 30, 25

0.23%

Lion Street Advisors, LLC

15.91K

Sep 30, 25

+15.91K

0.01%

Lowe Wealth Advisors, LLC

2.10K

Sep 30, 25

-220

0.00%

Pineridge Advisors LLC

248

Sep 30, 25

-95

0.00%

Guerra Advisors Inc

Sep 30, 25

+57

0.00%

Financial Advocates Investment Management

Sep 30, 25

-45.19K

CHB Investment Group, LLC

297.55K

Jun 30, 25

-7.79K

0.28%

AVANTAX ADVISORY SERVICES, INC.

287.20K

Jun 30, 25

+14.05K

0.27%

Sebold Capital Management, Inc.

146.29K

Jun 30, 25

-3.02K

0.14%

Congress Wealth Management LLC / DE /

112.06K

Jun 30, 25

-9.71K

0.10%

TFG Advisers LLC

34.19K

Jun 30, 25

+415

0.03%

Atria Wealth Solutions, Inc.

16.77K

Jun 30, 25

-125.94K

0.02%

First Horizon Advisors, Inc.

Jun 30, 25

-350

Aveo Capital Partners, LLC

478.05K

Mar 31, 25

-128.68K

0.44%

US FINANCIAL ADVISORS, LLC

186.15K

Mar 31, 25

+11.46K

0.17%

LPF Advisors LLC

107.45K

Mar 31, 25

+9.47K

0.10%

Sandy Spring Bank

305

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

0.00%

Transform Wealth, LLC

Mar 31, 25

-64.63K

Avitas Wealth Management LLC

282.56K

Dec 31, 24

+6.57K

0.26%

TAP Consulting, LLC

53.37K

Dec 31, 24

+5.04K

0.05%

Tallon Kerry Patrick

12.78K

Dec 31, 24

+12.78K

0.01%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.73K

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-52.75K

Raymond James Financial Services Advisors, Inc.

453.16K

Sep 30, 24

-82.13K

0.42%

RAYMOND JAMES & ASSOCIATES

380.75K

Sep 30, 24

-6.64K

0.35%

New Potomac Partners, LLC

86.76K

Sep 30, 24

+115

0.08%

Carmichael Hill & Associates, Inc.

6.17K

Sep 30, 24

0.01%

Aspire Wealth Management Corp

5.07K

Sep 30, 24

-3.98K

0.00%

VitalStone Financial, LLC

660

Sep 30, 24

-210

0.00%

Syntrinsic LLC

Sep 30, 24

-182

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

Carmenna Advisors LLC

175.70K

Jun 30, 24

+175.70K

0.16%

BlackRock Inc.

1.57K

Jun 30, 24

+1.57K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

891.82K

Mar 31, 24

+230.78K

0.83%

Cetera Advisor Networks LLC

219.81K

Mar 31, 24

+15.66K

0.20%

Cetera Advisors LLC

138.04K

Mar 31, 24

+15.96K

0.13%

Eudaimonia Partners, LLC

14.29K

Mar 31, 24

-23.67K

0.01%

CREDIT SUISSE AG/

12.55K

Mar 31, 24

+3.62K

0.01%

Coppell Advisory Solutions Corp.

8.75K

Mar 31, 24

+8.75K

0.01%

EisnerAmper Wealth Management Corporate Benefits, LLC

69.64K

Dec 31, 23

-4.78K

0.06%

Sutton Wealth Advisors Inc.

45.04K

Sep 30, 23

+15.23K

0.04%

COMERICA SECURITIES,INC.

9.13K

Sep 30, 23

+9.13K

0.01%

PFS INVESTMENTS INC.

965.99K

Jun 30, 23

+65.13K

0.90%

BDO Wealth Advisors, LLC

140.54K

Jun 30, 23

+140.54K

0.13%

LEO BROKERAGE, LLC

12.64K

Jun 30, 23

+66

0.01%

Kistler-Tiffany Companies, LLC

587

Jun 30, 23

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

166.31K

Mar 31, 23

-13.48K

0.15%

Ascendant Capital Management, LLC

40.00K

Mar 31, 23

-15.00K

0.04%

Catalyst Wealth Management, LLC

17.85K

Mar 31, 23

-2.31K

0.02%

Sargent Bickham Lagudis LLC

738.97K

Dec 31, 22

-110.55K

0.68%

Laurel Wealth Advisors, Inc.

365.02K

Dec 31, 22

+4.36K

0.34%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

+30

0.00%

Jefferies Group LLC

146.50K

Sep 30, 22

+146.50K

0.14%

American Portfolios Advisors

48.31K

Sep 30, 22

+48.31K

0.04%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

38.35K

Sep 30, 22

-32.52K

0.04%

Beaumont Financial Partners, LLC

22.91K

Sep 30, 22

-9.17K

0.02%

Surevest, LLC

12.13K

Sep 30, 22

-2.26K

0.01%

SWM Advisors

Sep 30, 22

-12.62K

Minot Wealth Management LLC

24.00K

Jun 30, 22

-16.09K

0.02%

B. Riley Wealth Management, Inc.

7.53K

Jun 30, 22

-6.98K

0.01%

Private Capital Group, LLC

Jun 30, 22

-161

Livingston Group Asset Management CO (operating as Southport Capital Management)

21.62K

Mar 31, 22

-40.92K

0.02%

Wealthstreet Investment Advisors, LLC

Mar 31, 22

0.00%

Investors Financial Group, LLC

29.54K

Dec 31, 21

+138

0.03%

Carroll Financial Associates, Inc.

11.24K

Dec 31, 21

+882

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-144.03K

Cardan Capital Partners, LLC

432.73K

Sep 30, 21

-24.85K

0.40%

BHF RG Capital Inc.

374.33K

Sep 30, 21

+62.19K

0.35%

Ameritas Investment Company, LLC

115.83K

Sep 30, 21

+102.25K

0.11%

Cascadia Advisory Services, LLC

Sep 30, 21

-11.98K

Sonora Investment Management, LLC

Sep 30, 21

-700

CEDAR CAPITAL, LLC

Sep 30, 21

-6.08K

PNC Managed Account Solutions, Inc.

1.58K

Jun 30, 21

+1.58K

0.00%

Hoover Financial Advisors, Inc.

156

Jun 30, 21

+156

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

FEDERAL RESERVE BANK OF NEW YORK

Jun 30, 21

-1.13M

TCF National Bank

17.15K

Mar 31, 21

+4.82K

0.02%

Winslow, Evans & Crocker, Inc.

1.18K

Dec 31, 20

+60

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

860

Dec 31, 20

0.00%

Capstone Financial Group, Inc.

113.99K

Sep 30, 20

+64.55K

0.11%

First Allied Advisory Services, Inc.

9.02K

Sep 30, 20

+9.02K

0.01%

Price Wealth, LLC

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

-66.21K

Global Financial Private Capital, Inc

109.10K

Jun 30, 20

-354.99K

0.10%

Peak Capital Management LLC

291.96K

Mar 31, 20

-106.18K

0.27%

LADENBURG THALMANN FINANCIAL SERVICES INC.

150.28K

Dec 31, 19

-19.00K

0.14%

Advisor Group, Inc.

113.43K

Dec 31, 19

+30.57K

0.11%

Crow Point Partners, LLC

17.00K

Dec 31, 19

+2.00K

0.02%

BB&T SECURITIES, LLC

15.36K

Sep 30, 19

-431

0.01%

CHEMICAL BANK

9.93K

Jun 30, 19

+9.93K

0.01%

NEXT Financial Holdings

760

Mar 31, 19

+760

0.00%

Sterling Global Strategies LLC

Mar 31, 19

-1.92K

Visionary Asset Management, Inc.

Dec 31, 18

-9.89K

Simply Money Advisors

89.27K

Mar 31, 18

-3.61K

0.08%

Oak Point Wealth Management

979

Mar 31, 18

0.00%

WealthShield, LLC

297

Dec 31, 17

+297

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-61.32K

AMERICAFIRST CAPITAL MANAGEMENT, LLC

43.99K

Sep 30, 17

+43.99K

0.04%

Virtu KCG Holdings LLC

157.74K

Jun 30, 17

+157.74K

0.15%

Commonwealth Equity Services, Inc

56.60K

Jun 30, 17

+43.13K

0.05%

MSI Financial Services Inc

14.50K

Dec 31, 16

+6.00K

0.01%