Avantis Core Fixed Income ETF(AVIG)

$40.45—Stale · unknown old

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Avantis Core Fixed Income ETF(AVIG)

NYSE • Last print unknown ago

$40.45—Stale · unknown old

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AVIG(AVIG)

AVIG

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 217 Institutional Holders

Holder	Shares	Date	Change	% Held
AE Wealth Management LLC	6.53M	Jun 30, 26	-7.20K	13.64%
MORGAN STANLEY	2.80M	Jun 30, 26	+505.92K	5.86%
ENVESTNET ASSET MANAGEMENT INC	2.07M	Jun 30, 26	+186.42K	4.32%
AMERICAN CENTURY COMPANIES INC	1.57M	Jun 30, 26	+789.07K	3.28%
Verus Financial Partners, Inc.	1.56M	Jun 30, 26	+24.12K	3.25%
Janney Montgomery Scott LLC	1.45M	Jun 30, 26	+90.91K	3.04%
Simplicity Wealth,LLC	1.28M	Jun 30, 26	+71.49K	2.68%
GREAT VALLEY ADVISOR GROUP, INC.	1.15M	Jun 30, 26	+178.14K	2.41%
REGATTA CAPITAL GROUP, LLC	865.48K	Jun 30, 26	+65.86K	1.81%
BCR Wealth Strategies, LLC	853.78K	Jun 30, 26	+80.47K	1.78%
Echo Wealth Management, LLC	828.46K	Jun 30, 26	+53.40K	1.73%
LPL Financial LLC	811.75K	Jun 30, 26	-184.89K	1.70%
Pacific Life Fund Advisors LLC	754.16K	Jun 30, 26	+48.62K	1.58%
PARK AVENUE SECURITIES LLC	708.15K	Jun 30, 26	+74.02K	1.48%
Allegiance Financial Group Advisory Services LLC	683.92K	Jun 30, 26	+90.02K	1.43%
Hill Investment Group Partners, LLC	667.15K	Jun 30, 26	-74.50K	1.39%
RAYMOND JAMES FINANCIAL INC	651.41K	Jun 30, 26	+142.09K	1.36%
Highland Financial Advisors, LLC	594.74K	Jun 30, 26	+29.91K	1.24%
Centennial Wealth Advisory LLC	553.22K	Jun 30, 26	+657	1.16%
ROYAL BANK OF CANADA	526.74K	Jun 30, 26	+18.00K	1.10%
AXXCESS WEALTH MANAGEMENT, LLC	526.07K	Jun 30, 26	+526.07K	1.10%
Creative Planning	521.41K	Jun 30, 26	+31.10K	1.09%
LexAurum Advisors, LLC	514.01K	Jun 30, 26	+16.25K	1.07%
Garrett Wealth Advisory Group, LLC	497.75K	Jun 30, 26	+497.75K	1.04%
TRUIST FINANCIAL CORP	417.87K	Jun 30, 26	+11.90K	0.87%
CONTINUUM WEALTH ADVISORS, LLC	413.35K	Jun 30, 26	+413.35K	0.86%
Allodium Investment Consultants, LLC	383.17K	Jun 30, 26	+30.13K	0.80%
Align Financial, LLC	363.19K	Jun 30, 26	+32.10K	0.76%
Cresset Asset Management, LLC	347.41K	Jun 30, 26	+86.74K	0.73%
Networth Advisors, LLC	303.80K	Jun 30, 26	+38.11K	0.63%
WELLS FARGO & COMPANY/MN	300.69K	Jun 30, 26	+114.66K	0.63%
Allworth Financial LP	289.80K	Jun 30, 26	+61.11K	0.61%
Ferguson Johnson Wealth Management Inc	288.55K	Jun 30, 26	+16.77K	0.60%
Kestra Investment Management, LLC	284.72K	Jun 30, 26	+59.60K	0.60%
Cogent Private Wealth, Inc.	273.10K	Jun 30, 26	+42.26K	0.57%
EJMK Ventures LLC	257.53K	Jun 30, 26	+92.82K	0.54%
CI Private Wealth, LLC	242.32K	Jun 30, 26	+10.81K	0.51%
COMMONWEALTH EQUITY SERVICES, LLC	235.83K	Jun 30, 26	+18.71K	0.49%
Wealth Alliance Advisory Group, LLC	222.64K	Jun 30, 26	+40.50K	0.47%
Trajan Wealth LLC	204.42K	Jun 30, 26	+18.65K	0.43%
Pacific Asset Management, LLC	195.50K	Jun 30, 26	+8.28K	0.41%
GTS SECURITIES LLC	193.79K	Jun 30, 26	+153.45K	0.41%
Herold Advisors, Inc.	188.22K	Jun 30, 26	+13.78K	0.39%
Financial Plan, Inc.	172.08K	Jun 30, 26	+20.57K	0.36%
CoreCap Advisors, LLC	164.61K	Jun 30, 26	+31.82K	0.34%
ENDEAVOR PRIVATE WEALTH, INC.	154.88K	Jun 30, 26	+25.46K	0.32%
Werba Rubin Papier Wealth Management	153.58K	Jun 30, 26	+49.21K	0.32%
MML INVESTORS SERVICES, LLC	148.92K	Jun 30, 26	-5.02K	0.31%
Private Advisor Group, LLC	148.58K	Jun 30, 26	+148.58K	0.31%
Plancorp, LLC	148.51K	Jun 30, 26	--	0.31%
MATTERN CAPITAL MANAGEMENT, LLC	145.61K	Jun 30, 26	-471	0.30%
B&D White Capital Company, LLC	144.96K	Jun 30, 26	+4.27K	0.30%
Savant Capital, LLC	133.50K	Jun 30, 26	+133.50K	0.28%
Buck Wealth Strategies, LLC	132.40K	Jun 30, 26	+1.73K	0.28%
Dogwood Wealth Management LLC	132.05K	Jun 30, 26	+7.35K	0.28%
Kestra Advisory Services, LLC	115.17K	Jun 30, 26	+14.32K	0.24%
Mattern Wealth Management LLC	114.66K	Jun 30, 26	+1.27K	0.24%
Cambridge Investment Research Advisors, Inc.	108.75K	Jun 30, 26	+8.85K	0.23%
McCartney Wealth Management LLC	103.31K	Jun 30, 26	+3.82K	0.22%
SRS Capital Advisors, Inc.	101.79K	Jun 30, 26	-4.89K	0.21%
Quantum Financial Advisors, LLC	100.54K	Jun 30, 26	-479	0.21%
Arcadia Wealth Management, Inc.	98.95K	Jun 30, 26	+5.02K	0.21%
ADVISOR GROUP HOLDINGS, INC.	96.31K	Jun 30, 26	+88.63K	0.20%
Independent Advisor Alliance	92.42K	Jun 30, 26	+4.67K	0.19%
PLANWISER FINANCIAL, LLC	90.26K	Jun 30, 26	+1.33K	0.19%
SC&H Financial Advisors, Inc.	87.84K	Jun 30, 26	+472	0.18%
Wheels Up Wealth, Inc.	81.38K	Jun 30, 26	+3.49K	0.17%
Copper Harbor Investment Advisors, LLC	79.91K	Jun 30, 26	+79.91K	0.17%
AQR CAPITAL MANAGEMENT LLC	76.44K	Jun 30, 26	+7.04K	0.16%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	70.72K	Jun 30, 26	--	0.15%
SILVER OAK SECURITIES, INCORPORATED	68.66K	Jun 30, 26	+1.41K	0.14%
Index Fund Advisors, Inc.	68.26K	Jun 30, 26	+3.84K	0.14%
Approach Retirement Advisors, LLC	67.79K	Jun 30, 26	+7.59K	0.14%
IHT Wealth Management, LLC	66.44K	Jun 30, 26	-1.19K	0.14%
marrick wealth, LLC	64.42K	Jun 30, 26	+6.33K	0.13%
WCG Wealth Advisors LLC	63.16K	Jun 30, 26	+7.64K	0.13%
Buckingham Strategic Partners	57.89K	Jun 30, 26	+7.16K	0.12%
OLD MISSION CAPITAL LLC	57.72K	Jun 30, 26	+57.72K	0.12%
Visionary Wealth Advisors	56.17K	Jun 30, 26	+29.16K	0.12%
CAP Partners, LLC	53.85K	Jun 30, 26	+53.85K	0.11%
Dynamic Advisor Solutions LLC	53.05K	Jun 30, 26	+288	0.11%
GOLDMAN SACHS GROUP INC	51.35K	Jun 30, 26	-281.62K	0.11%
Diversify Advisory Services, LLC	47.21K	Jun 30, 26	+47.21K	0.10%
DIVERSIFY WEALTH MANAGEMENT, LLC	47.21K	Jun 30, 26	+23.47K	0.10%
WMG Financial Advisors, LLC	46.42K	Jun 30, 26	+9.95K	0.10%
Freedom Financial Partners LLC	43.24K	Jun 30, 26	+37.03K	0.09%
Leading Edge Financial Planning LLC	43.09K	Jun 30, 26	+13.36K	0.09%
CITADEL ADVISORS LLC	42.93K	Jun 30, 26	+31.17K	0.09%
Clarity Asset Management, Inc.	41.95K	Jun 30, 26	+1.32K	0.09%
Tillman Hartley LLC	39.45K	Jun 30, 26	+15.07K	0.08%
L.K. Benson & Company, P.C.	39.24K	Jun 30, 26	+510	0.08%
ATLas Financial Planning LLC	35.40K	Jun 30, 26	+21.87K	0.07%
Orion Capital Management LLC	35.37K	Jun 30, 26	+5.37K	0.07%
Life Planning Partners, Inc	31.80K	Jun 30, 26	-292	0.07%
AMERIPRISE FINANCIAL INC	30.89K	Jun 30, 26	+19.99K	0.06%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	30.64K	Jun 30, 26	-16.15K	0.06%
Colony Group, LLC	30.21K	Jun 30, 26	+7.59K	0.06%
Truepoint, Inc.	28.70K	Jun 30, 26	-13.22K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.50K	Jun 30, 26	-37.80K	0.06%
Apella Capital, LLC	28.47K	Jun 30, 26	--	0.06%
JANE STREET GROUP, LLC	26.79K	Jun 30, 26	-1.70K	0.06%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	25.91K	Jun 30, 26	-761	0.05%
GRAND WEALTH MANAGEMENT, LLC	25.64K	Jun 30, 26	-217	0.05%
SECURED RETIREMENT ADVISORS, LLC	25.45K	Jun 30, 26	+4.59K	0.05%
Betterment LLC	24.70K	Jun 30, 26	+3.01K	0.05%
NORTHWEST WEALTH MANAGEMENT, LLC	24.68K	Jun 30, 26	-4.53K	0.05%
QUARRY HILL ADVISORS, LLC	22.73K	Jun 30, 26	+1.29K	0.05%
JPMORGAN CHASE & CO	22.64K	Jun 30, 26	-1.18K	0.05%
JONES FINANCIAL COMPANIES LLLP	21.76K	Jun 30, 26	+2.64K	0.05%
FIFTH THIRD BANCORP	21.03K	Jun 30, 26	+1.07K	0.04%
Eaton-Cambridge Inc.	20.94K	Jun 30, 26	-26	0.04%
FIDUCIARY FINANCIAL ADVISORS	19.18K	Jun 30, 26	-1.40K	0.04%
Certified Advisory Corp	18.52K	Jun 30, 26	-6.97K	0.04%
3 FACTOR INDEXING, LLC	18.48K	Jun 30, 26	--	0.04%
FSA Advisors, Inc.	18.25K	Jun 30, 26	+12.23K	0.04%
VISIONARY HORIZONS, LLC	18.17K	Jun 30, 26	+2.41K	0.04%
Jacobi Capital Management LLC	17.58K	Jun 30, 26	+4.37K	0.04%
Goldstone Financial Group, LLC	16.83K	Jun 30, 26	+280	0.04%
Wealth Management Nebraska	15.27K	Jun 30, 26	-204	0.03%
Morey & Quinn Wealth Partners, LLC	14.15K	Jun 30, 26	+1.42K	0.03%
Foundations Investment Advisors, LLC	13.21K	Jun 30, 26	+3.84K	0.03%
Elser Financial Planning, Inc	12.96K	Jun 30, 26	+12.96K	0.03%
Bank of New Hampshire	12.45K	Jun 30, 26	--	0.03%
CreativeOne Wealth, LLC	12.18K	Jun 30, 26	-955	0.03%
Beaird Harris Wealth Management, LLC	11.87K	Jun 30, 26	--	0.02%
Great Point Wealth Advisors, LLC	10.48K	Jun 30, 26	+1.22K	0.02%
Resources Investment Advisors, LLC.	10.40K	Jun 30, 26	+809	0.02%
Merit Financial Group, LLC	9.66K	Jun 30, 26	+100	0.02%
NATIONAL BANK OF CANADA /FI/	9.01K	Jun 30, 26	--	0.02%
Richmond Brothers, Inc.	8.60K	Jun 30, 26	+8.60K	0.02%
XY Planning Network, Inc.	8.44K	Jun 30, 26	+8.44K	0.02%
Mutual Advisors, LLC	8.04K	Jun 30, 26	--	0.02%
KEB ASSET MANAGEMENT, LLC	7.72K	Jun 30, 26	--	0.02%
Vestmark Advisory Solutions, Inc.	7.71K	Jun 30, 26	-69.29K	0.02%
Kingsview Wealth Management, LLC	7.23K	Jun 30, 26	+1.14K	0.02%
Oceanside Advisors LLC	7.03K	Jun 30, 26	-1.69K	0.01%
WINEBRENNER CAPITAL MANAGEMENT LLC	6.86K	Jun 30, 26	--	0.01%
MORRIS FINANCIAL CONCEPTS, INC.	6.84K	Jun 30, 26	+271	0.01%
ATWOOD & PALMER INC	6.63K	Jun 30, 26	--	0.01%
Beacon Capital Management, LLC	6.62K	Jun 30, 26	+335	0.01%
Gotham Asset Management, LLC	6.57K	Jun 30, 26	+6.57K	0.01%
Beacon Pointe Advisors, LLC	6.53K	Jun 30, 26	+28	0.01%
Baird Financial Group, Inc.	6.22K	Jun 30, 26	-113	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.11K	Jun 30, 26	+2.57K	0.01%
Boomfish Wealth Group, LLC	6.05K	Jun 30, 26	+6.05K	0.01%
WealthPlan Investment Management, LLC	5.78K	Jun 30, 26	-2.35K	0.01%
Freedom Day Solutions, LLC	5.72K	Jun 30, 26	+5.72K	0.01%
FIRST AMERICAN TRUST, FSB	5.71K	Jun 30, 26	+222	0.01%
Ares Financial Consulting, LLC	5.64K	Jun 30, 26	-570	0.01%
JDM Financial Group LLC	5.11K	Jun 30, 26	-5.55K	0.01%
NWAM LLC	5.10K	Jun 30, 26	+5.10K	0.01%
Lloyd Advisory Services, LLC.	5.03K	Jun 30, 26	+4.58K	0.01%
Keel Point, LLC	4.86K	Jun 30, 26	--	0.01%
CARDIFF PARK ADVISORS, LLC	4.59K	Jun 30, 26	--	0.01%
Elevated Capital Advisors, LLC	4.37K	Jun 30, 26	-10.05K	0.01%
RHL GROUP, LLC	3.10K	Jun 30, 26	+2.77K	0.01%
Rockefeller Capital Management L.P.	2.98K	Jun 30, 26	--	0.01%
ALBION FINANCIAL GROUP /UT	2.81K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	1.79K	Jun 30, 26	+1.79K	0.00%
LAM GROUP, INC.	1.78K	Jun 30, 26	+1.77K	0.00%
Quest 10 Wealth Builders, Inc.	1.44K	Jun 30, 26	+317	0.00%
Geneos Wealth Management Inc.	1.32K	Jun 30, 26	-1.14K	0.00%
CVA Family Office, LLC	1.28K	Jun 30, 26	-886	0.00%
Golden State Wealth Management, LLC	910	Jun 30, 26	+847	0.00%
SHP Wealth Management	725	Jun 30, 26	+3	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	721	Jun 30, 26	+721	0.00%
Lodestone Wealth Management LLC	613	Jun 30, 26	+6	0.00%
Global Retirement Partners, LLC	583	Jun 30, 26	+583	0.00%
Kingdom Financial Group LLC.	448	Jun 30, 26	+4	0.00%
MERCER GLOBAL ADVISORS INC /ADV	412	Jun 30, 26	+412	0.00%
Asset Dedication, LLC	327	Jun 30, 26	+327	0.00%
Rossby Financial, LCC	302	Jun 30, 26	--	0.00%
Key Capital Management, INC	291	Jun 30, 26	+284	0.00%
PFC CAPITAL GROUP, INC.	285	Jun 30, 26	+81	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	175	Jun 30, 26	-61.92K	0.00%
UBS Group AG	100	Jun 30, 26	+100	0.00%
HUNTINGTON NATIONAL BANK	64	Jun 30, 26	+64	0.00%
Larson Financial Group LLC	51	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	50	Jun 30, 26	+50	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	19	Jun 30, 26	+19	0.00%
VANGUARD ADVISERS INC	18	Jun 30, 26	--	0.00%
Spurstone Advisory Services, LLC	15	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	--	Jun 30, 26	-341	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-29.25K	--
Mariner, LLC	--	Jun 30, 26	-182.23K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-42	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-64	--
NewEdge Advisors, LLC	--	Jun 30, 26	-719	--
Trailhead Planners LLC	--	Jun 30, 26	-7.44K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-35.44K	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-10.13K	--
Beverly Hills Private Wealth, LLC	--	Jun 30, 26	-7.56K	--
Accredited Investors Inc.	--	Jun 30, 26	-9.94K	--
HANTZ FINANCIAL SERVICES, INC.	--	Jun 30, 26	-1.23K	--
Quantinno Capital Management LP	--	Jun 30, 26	-5.66K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-408	--
Abound Wealth Management	--	Jun 30, 26	-1.93K	--
55 North Private Wealth, LLC	--	Jun 30, 26	-5.66K	--
WILEY BROS.-AINTREE CAPITAL, LLC	--	Jun 30, 26	-221.13K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-1.35K	--
Farther Finance Advisors, LLC	--	Jun 30, 26	-647	--
CWM, LLC	108.36K	Mar 31, 26	+16.26K	0.23%
U.S. Capital Wealth Advisors, LLC	20.82K	Mar 31, 26	+11.48K	0.04%
COMERICA BANK	17.48K	Dec 31, 25	+15.15K	0.04%
Lion Street Advisors, LLC	--	Sep 30, 25	-38.55K	--
Good Life Advisors, LLC	78.42K	Jun 30, 25	-1.07K	0.16%
Summit X, LLC	40.88K	Jun 30, 25	-294	0.09%
Capital A Wealth Management, LLC	--	Jun 30, 25	-34	--
Aveo Capital Partners, LLC	87.63K	Mar 31, 25	-26.72K	0.18%
RAYMOND JAMES & ASSOCIATES	236.16K	Sep 30, 24	+18.39K	0.49%
RAYMOND JAMES TRUST N.A.	13.67K	Sep 30, 24	--	0.03%
Bridge Advisory, LLC	6.00K	Sep 30, 24	+69	0.01%
Peterson Financial Group, Inc.	9	Sep 30, 24	+9	0.00%
WEALTHSOURCE PARTNERS, LLC	77.51K	Dec 31, 23	-12.49K	0.16%
V Wealth Advisors LLC	--	Sep 30, 23	-13.54K	--
CPWM, LLC	136.52K	Sep 30, 22	+73.46K	0.29%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	31.50K	Sep 30, 22	+17.82K	0.07%

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Holder

Date

Change

% Held

AE Wealth Management LLC

6.53M

Jun 30, 26

-7.20K

13.64%

MORGAN STANLEY

2.80M

Jun 30, 26

+505.92K

5.86%

ENVESTNET ASSET MANAGEMENT INC

2.07M

Jun 30, 26

+186.42K

4.32%

AMERICAN CENTURY COMPANIES INC

1.57M

Jun 30, 26

+789.07K

3.28%

Verus Financial Partners, Inc.

1.56M

Jun 30, 26

+24.12K

3.25%

Janney Montgomery Scott LLC

1.45M

Jun 30, 26

+90.91K

3.04%

Simplicity Wealth,LLC

1.28M

Jun 30, 26

+71.49K

2.68%

GREAT VALLEY ADVISOR GROUP, INC.

1.15M

Jun 30, 26

+178.14K

2.41%

REGATTA CAPITAL GROUP, LLC

865.48K

Jun 30, 26

+65.86K

1.81%

BCR Wealth Strategies, LLC

853.78K

Jun 30, 26

+80.47K

1.78%

Echo Wealth Management, LLC

828.46K

Jun 30, 26

+53.40K

1.73%

LPL Financial LLC

811.75K

Jun 30, 26

-184.89K

1.70%

Pacific Life Fund Advisors LLC

754.16K

Jun 30, 26

+48.62K

1.58%

PARK AVENUE SECURITIES LLC

708.15K

Jun 30, 26

+74.02K

1.48%

Allegiance Financial Group Advisory Services LLC

683.92K

Jun 30, 26

+90.02K

1.43%

Hill Investment Group Partners, LLC

667.15K

Jun 30, 26

-74.50K

1.39%

RAYMOND JAMES FINANCIAL INC

651.41K

Jun 30, 26

+142.09K

1.36%

Highland Financial Advisors, LLC

594.74K

Jun 30, 26

+29.91K

1.24%

Centennial Wealth Advisory LLC

553.22K

Jun 30, 26

+657

1.16%

ROYAL BANK OF CANADA

526.74K

Jun 30, 26

+18.00K

1.10%

AXXCESS WEALTH MANAGEMENT, LLC

526.07K

Jun 30, 26

+526.07K

1.10%

Creative Planning

521.41K

Jun 30, 26

+31.10K

1.09%

LexAurum Advisors, LLC

514.01K

Jun 30, 26

+16.25K

1.07%

Garrett Wealth Advisory Group, LLC

497.75K

Jun 30, 26

+497.75K

1.04%

TRUIST FINANCIAL CORP

417.87K

Jun 30, 26

+11.90K

0.87%

CONTINUUM WEALTH ADVISORS, LLC

413.35K

Jun 30, 26

+413.35K

0.86%

Allodium Investment Consultants, LLC

383.17K

Jun 30, 26

+30.13K

0.80%

Align Financial, LLC

363.19K

Jun 30, 26

+32.10K

0.76%

Cresset Asset Management, LLC

347.41K

Jun 30, 26

+86.74K

0.73%

Networth Advisors, LLC

303.80K

Jun 30, 26

+38.11K

0.63%

WELLS FARGO & COMPANY/MN

300.69K

Jun 30, 26

+114.66K

0.63%

Allworth Financial LP

289.80K

Jun 30, 26

+61.11K

0.61%

Ferguson Johnson Wealth Management Inc

288.55K

Jun 30, 26

+16.77K

0.60%

Kestra Investment Management, LLC

284.72K

Jun 30, 26

+59.60K

0.60%

Cogent Private Wealth, Inc.

273.10K

Jun 30, 26

+42.26K

0.57%

EJMK Ventures LLC

257.53K

Jun 30, 26

+92.82K

0.54%

CI Private Wealth, LLC

242.32K

Jun 30, 26

+10.81K

0.51%

COMMONWEALTH EQUITY SERVICES, LLC

235.83K

Jun 30, 26

+18.71K

0.49%

Wealth Alliance Advisory Group, LLC

222.64K

Jun 30, 26

+40.50K

0.47%

Trajan Wealth LLC

204.42K

Jun 30, 26

+18.65K

0.43%

Pacific Asset Management, LLC

195.50K

Jun 30, 26

+8.28K

0.41%

GTS SECURITIES LLC

193.79K

Jun 30, 26

+153.45K

0.41%

Herold Advisors, Inc.

188.22K

Jun 30, 26

+13.78K

0.39%

Financial Plan, Inc.

172.08K

Jun 30, 26

+20.57K

0.36%

CoreCap Advisors, LLC

164.61K

Jun 30, 26

+31.82K

0.34%

ENDEAVOR PRIVATE WEALTH, INC.

154.88K

Jun 30, 26

+25.46K

0.32%

Werba Rubin Papier Wealth Management

153.58K

Jun 30, 26

+49.21K

0.32%

MML INVESTORS SERVICES, LLC

148.92K

Jun 30, 26

-5.02K

0.31%

Private Advisor Group, LLC

148.58K

Jun 30, 26

+148.58K

0.31%

Plancorp, LLC

148.51K

Jun 30, 26

0.31%

MATTERN CAPITAL MANAGEMENT, LLC

145.61K

Jun 30, 26

-471

0.30%

B&D White Capital Company, LLC

144.96K

Jun 30, 26

+4.27K

0.30%

Savant Capital, LLC

133.50K

Jun 30, 26

+133.50K

0.28%

Buck Wealth Strategies, LLC

132.40K

Jun 30, 26

+1.73K

0.28%

Dogwood Wealth Management LLC

132.05K

Jun 30, 26

+7.35K

0.28%

Kestra Advisory Services, LLC

115.17K

Jun 30, 26

+14.32K

0.24%

Mattern Wealth Management LLC

114.66K

Jun 30, 26

+1.27K

0.24%

Cambridge Investment Research Advisors, Inc.

108.75K

Jun 30, 26

+8.85K

0.23%

McCartney Wealth Management LLC

103.31K

Jun 30, 26

+3.82K

0.22%

SRS Capital Advisors, Inc.

101.79K

Jun 30, 26

-4.89K

0.21%

Quantum Financial Advisors, LLC

100.54K

Jun 30, 26

-479

0.21%

Arcadia Wealth Management, Inc.

98.95K

Jun 30, 26

+5.02K

0.21%

ADVISOR GROUP HOLDINGS, INC.

96.31K

Jun 30, 26

+88.63K

0.20%

Independent Advisor Alliance

92.42K

Jun 30, 26

+4.67K

0.19%

PLANWISER FINANCIAL, LLC

90.26K

Jun 30, 26

+1.33K

0.19%

SC&H Financial Advisors, Inc.

87.84K

Jun 30, 26

+472

0.18%

Wheels Up Wealth, Inc.

81.38K

Jun 30, 26

+3.49K

0.17%

Copper Harbor Investment Advisors, LLC

79.91K

Jun 30, 26

+79.91K

0.17%

AQR CAPITAL MANAGEMENT LLC

76.44K

Jun 30, 26

+7.04K

0.16%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

70.72K

Jun 30, 26

0.15%

SILVER OAK SECURITIES, INCORPORATED

68.66K

Jun 30, 26

+1.41K

0.14%

Index Fund Advisors, Inc.

68.26K

Jun 30, 26

+3.84K

0.14%

Approach Retirement Advisors, LLC

67.79K

Jun 30, 26

+7.59K

0.14%

IHT Wealth Management, LLC

66.44K

Jun 30, 26

-1.19K

0.14%

marrick wealth, LLC

64.42K

Jun 30, 26

+6.33K

0.13%

WCG Wealth Advisors LLC

63.16K

Jun 30, 26

+7.64K

0.13%

Buckingham Strategic Partners

57.89K

Jun 30, 26

+7.16K

0.12%

OLD MISSION CAPITAL LLC

57.72K

Jun 30, 26

+57.72K

0.12%

Visionary Wealth Advisors

56.17K

Jun 30, 26

+29.16K

0.12%

CAP Partners, LLC

53.85K

Jun 30, 26

+53.85K

0.11%

Dynamic Advisor Solutions LLC

53.05K

Jun 30, 26

+288

0.11%

GOLDMAN SACHS GROUP INC

51.35K

Jun 30, 26

-281.62K

0.11%

Diversify Advisory Services, LLC

47.21K

Jun 30, 26

+47.21K

0.10%

DIVERSIFY WEALTH MANAGEMENT, LLC

47.21K

Jun 30, 26

+23.47K

0.10%

WMG Financial Advisors, LLC

46.42K

Jun 30, 26

+9.95K

0.10%

Freedom Financial Partners LLC

43.24K

Jun 30, 26

+37.03K

0.09%

Leading Edge Financial Planning LLC

43.09K

Jun 30, 26

+13.36K

0.09%

CITADEL ADVISORS LLC

42.93K

Jun 30, 26

+31.17K

0.09%

Clarity Asset Management, Inc.

41.95K

Jun 30, 26

+1.32K

0.09%

Tillman Hartley LLC

39.45K

Jun 30, 26

+15.07K

0.08%

L.K. Benson & Company, P.C.

39.24K

Jun 30, 26

+510

0.08%

ATLas Financial Planning LLC

35.40K

Jun 30, 26

+21.87K

0.07%

Orion Capital Management LLC

35.37K

Jun 30, 26

+5.37K

0.07%

Life Planning Partners, Inc

31.80K

Jun 30, 26

-292

0.07%

AMERIPRISE FINANCIAL INC

30.89K

Jun 30, 26

+19.99K

0.06%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

30.64K

Jun 30, 26

-16.15K

0.06%

Colony Group, LLC

30.21K

Jun 30, 26

+7.59K

0.06%

Truepoint, Inc.

28.70K

Jun 30, 26

-13.22K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.50K

Jun 30, 26

-37.80K

0.06%

Apella Capital, LLC

28.47K

Jun 30, 26

0.06%

JANE STREET GROUP, LLC

26.79K

Jun 30, 26

-1.70K

0.06%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

25.91K

Jun 30, 26

-761

0.05%

GRAND WEALTH MANAGEMENT, LLC

25.64K

Jun 30, 26

-217

0.05%

SECURED RETIREMENT ADVISORS, LLC

25.45K

Jun 30, 26

+4.59K

0.05%

Betterment LLC

24.70K

Jun 30, 26

+3.01K

0.05%

NORTHWEST WEALTH MANAGEMENT, LLC

24.68K

Jun 30, 26

-4.53K

0.05%

QUARRY HILL ADVISORS, LLC

22.73K

Jun 30, 26

+1.29K

0.05%

JPMORGAN CHASE & CO

22.64K

Jun 30, 26

-1.18K

0.05%

JONES FINANCIAL COMPANIES LLLP

21.76K

Jun 30, 26

+2.64K

0.05%

FIFTH THIRD BANCORP

21.03K

Jun 30, 26

+1.07K

0.04%

Eaton-Cambridge Inc.

20.94K

Jun 30, 26

-26

0.04%

FIDUCIARY FINANCIAL ADVISORS

19.18K

Jun 30, 26

-1.40K

0.04%

Certified Advisory Corp

18.52K

Jun 30, 26

-6.97K

0.04%

3 FACTOR INDEXING, LLC

18.48K

Jun 30, 26

0.04%

FSA Advisors, Inc.

18.25K

Jun 30, 26

+12.23K

0.04%

VISIONARY HORIZONS, LLC

18.17K

Jun 30, 26

+2.41K

0.04%

Jacobi Capital Management LLC

17.58K

Jun 30, 26

+4.37K

0.04%

Goldstone Financial Group, LLC

16.83K

Jun 30, 26

+280

0.04%

Wealth Management Nebraska

15.27K

Jun 30, 26

-204

0.03%

Morey & Quinn Wealth Partners, LLC

14.15K

Jun 30, 26

+1.42K

0.03%

Foundations Investment Advisors, LLC

13.21K

Jun 30, 26

+3.84K

0.03%

Elser Financial Planning, Inc

12.96K

Jun 30, 26

+12.96K

0.03%

Bank of New Hampshire

12.45K

Jun 30, 26

0.03%

CreativeOne Wealth, LLC

12.18K

Jun 30, 26

-955

0.03%

Beaird Harris Wealth Management, LLC

11.87K

Jun 30, 26

0.02%

Great Point Wealth Advisors, LLC

10.48K

Jun 30, 26

+1.22K

0.02%

Resources Investment Advisors, LLC.

10.40K

Jun 30, 26

+809

0.02%

Merit Financial Group, LLC

9.66K

Jun 30, 26

+100

0.02%

NATIONAL BANK OF CANADA /FI/

9.01K

Jun 30, 26

0.02%

Richmond Brothers, Inc.

8.60K

Jun 30, 26

+8.60K

0.02%

XY Planning Network, Inc.

8.44K

Jun 30, 26

+8.44K

0.02%

Mutual Advisors, LLC

8.04K

Jun 30, 26

0.02%

KEB ASSET MANAGEMENT, LLC

7.72K

Jun 30, 26

0.02%

Vestmark Advisory Solutions, Inc.

7.71K

Jun 30, 26

-69.29K

0.02%

Kingsview Wealth Management, LLC

7.23K

Jun 30, 26

+1.14K

0.02%

Oceanside Advisors LLC

7.03K

Jun 30, 26

-1.69K

0.01%

WINEBRENNER CAPITAL MANAGEMENT LLC

6.86K

Jun 30, 26

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

6.84K

Jun 30, 26

+271

0.01%

ATWOOD & PALMER INC

6.63K

Jun 30, 26

0.01%

Beacon Capital Management, LLC

6.62K

Jun 30, 26

+335

0.01%

Gotham Asset Management, LLC

6.57K

Jun 30, 26

+6.57K

0.01%

Beacon Pointe Advisors, LLC

6.53K

Jun 30, 26

+28

0.01%

Baird Financial Group, Inc.

6.22K

Jun 30, 26

-113

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.11K

Jun 30, 26

+2.57K

0.01%

Boomfish Wealth Group, LLC

6.05K

Jun 30, 26

+6.05K

0.01%

WealthPlan Investment Management, LLC

5.78K

Jun 30, 26

-2.35K

0.01%

Freedom Day Solutions, LLC

5.72K

Jun 30, 26

+5.72K

0.01%

FIRST AMERICAN TRUST, FSB

5.71K

Jun 30, 26

+222

0.01%

Ares Financial Consulting, LLC

5.64K

Jun 30, 26

-570

0.01%

JDM Financial Group LLC

5.11K

Jun 30, 26

-5.55K

0.01%

NWAM LLC

5.10K

Jun 30, 26

+5.10K

0.01%

Lloyd Advisory Services, LLC.

5.03K

Jun 30, 26

+4.58K

0.01%

Keel Point, LLC

4.86K

Jun 30, 26

0.01%

CARDIFF PARK ADVISORS, LLC

4.59K

Jun 30, 26

0.01%

Elevated Capital Advisors, LLC

4.37K

Jun 30, 26

-10.05K

0.01%

RHL GROUP, LLC

3.10K

Jun 30, 26

+2.77K

0.01%

Rockefeller Capital Management L.P.

2.98K

Jun 30, 26

0.01%

ALBION FINANCIAL GROUP /UT

2.81K

Jun 30, 26

0.01%

IFG Advisory, LLC

1.79K

Jun 30, 26

+1.79K

0.00%

LAM GROUP, INC.

1.78K

Jun 30, 26

+1.77K

0.00%

Quest 10 Wealth Builders, Inc.

1.44K

Jun 30, 26

+317

0.00%

Geneos Wealth Management Inc.

1.32K

Jun 30, 26

-1.14K

0.00%

CVA Family Office, LLC

1.28K

Jun 30, 26

-886

0.00%

Golden State Wealth Management, LLC

910

Jun 30, 26

+847

0.00%

SHP Wealth Management

725

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

721

Jun 30, 26

+721

0.00%

Lodestone Wealth Management LLC

613

Jun 30, 26

0.00%

Global Retirement Partners, LLC

583

Jun 30, 26

+583

0.00%

Kingdom Financial Group LLC.

448

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

412

Jun 30, 26

+412

0.00%

Asset Dedication, LLC

327

Jun 30, 26

+327

0.00%

Rossby Financial, LCC

302

Jun 30, 26

0.00%

Key Capital Management, INC

291

Jun 30, 26

+284

0.00%

PFC CAPITAL GROUP, INC.

285

Jun 30, 26

+81

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

175

Jun 30, 26

-61.92K

0.00%

UBS Group AG

100

Jun 30, 26

+100

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

+64

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

+50

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+19

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

Nemes Rush Group LLC

Jun 30, 26

-341

FLOW TRADERS U.S. LLC

Jun 30, 26

-29.25K

Mariner, LLC

Jun 30, 26

-182.23K

Sound Income Strategies, LLC

Jun 30, 26

-42

EverSource Wealth Advisors, LLC

Jun 30, 26

-64

NewEdge Advisors, LLC

Jun 30, 26

-719

Trailhead Planners LLC

Jun 30, 26

-7.44K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-35.44K

Triad Wealth Partners, LLC

Jun 30, 26

-10.13K

Beverly Hills Private Wealth, LLC

Jun 30, 26

-7.56K

Accredited Investors Inc.

Jun 30, 26

-9.94K

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-1.23K

Quantinno Capital Management LP

Jun 30, 26

-5.66K

Destiny Wealth Partners, LLC

Jun 30, 26

-408

Abound Wealth Management

Jun 30, 26

-1.93K

55 North Private Wealth, LLC

Jun 30, 26

-5.66K

WILEY BROS.-AINTREE CAPITAL, LLC

Jun 30, 26

-221.13K

CURIO WEALTH, LLC

Jun 30, 26

-1.35K

Farther Finance Advisors, LLC

Jun 30, 26

-647

CWM, LLC

108.36K

Mar 31, 26

+16.26K

0.23%

U.S. Capital Wealth Advisors, LLC

20.82K

Mar 31, 26

+11.48K

0.04%

COMERICA BANK

17.48K

Dec 31, 25

+15.15K

0.04%

Lion Street Advisors, LLC

Sep 30, 25

-38.55K

Good Life Advisors, LLC

78.42K

Jun 30, 25

-1.07K

0.16%

Summit X, LLC

40.88K

Jun 30, 25

-294

0.09%

Capital A Wealth Management, LLC

Jun 30, 25

-34

Aveo Capital Partners, LLC

87.63K

Mar 31, 25

-26.72K

0.18%

RAYMOND JAMES & ASSOCIATES

236.16K

Sep 30, 24

+18.39K

0.49%

RAYMOND JAMES TRUST N.A.

13.67K

Sep 30, 24

0.03%

Bridge Advisory, LLC

6.00K

Sep 30, 24

+69

0.01%

Peterson Financial Group, Inc.

Sep 30, 24

0.00%

WEALTHSOURCE PARTNERS, LLC

77.51K

Dec 31, 23

-12.49K

0.16%

V Wealth Advisors LLC

Sep 30, 23

-13.54K

CPWM, LLC

136.52K

Sep 30, 22

+73.46K

0.29%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

31.50K

Sep 30, 22

+17.82K

0.07%