How do I set a price alert for AVLC?

To set a AVLC price alert on Stock Alarm Pro, navigate to the AVLC quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for AVLC?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for AVLC. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for AVLC?

Stock Alarm Pro supports over 125 trigger types for AVLC: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about AVLC price changes?

AVLC alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for AVLC alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for AVLC and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

AVLC Institutional Ownership & 13F Filings

Avantis U.S. Large Cap Equity ETF(AVLC)

$91.81—Stale · unknown old

WatchlistAsk AI Chart

Avantis U.S. Large Cap Equity ETF(AVLC)

NYSE • Last print unknown agoAbout this data

$91.81—Stale · unknown old

WatchlistAsk AI Chart Studio

AVLC(AVLC)

AVLC

Institutional Ownership

Top 124 Institutional Holders

Holder	Shares	Date	Change	% Held
Oak Root LLC	2.01M	Jun 30, 26	-342.73K	13.46%
Hills Bank & Trust Co	1.13M	Jun 30, 26	-62.84K	7.54%
Beaird Harris Wealth Management, LLC	841.60K	Jun 30, 26	+96.84K	5.64%
Pacific Life Fund Advisors LLC	739.71K	Jun 30, 26	-60.66K	4.96%
ENVESTNET ASSET MANAGEMENT INC	706.67K	Jun 30, 26	+77.32K	4.73%
GRIMES & COMPANY, INC.	493.44K	Jun 30, 26	+49.48K	3.31%
Cypress Point Wealth Management, LLC	482.87K	Jun 30, 26	-14.51K	3.24%
PARK AVENUE SECURITIES LLC	480.40K	Jun 30, 26	+55.29K	3.22%
Ridgeline Wealth, LLC	450.69K	Jun 30, 26	+1.07K	3.02%
LPL Financial LLC	422.79K	Jun 30, 26	-23.53K	2.83%
Global Strategic Investment Solutions, LLC	414.51K	Jun 30, 26	+195.72K	2.78%
Simplicity Wealth,LLC	380.37K	Jun 30, 26	+8.95K	2.55%
Well Done, LLC	363.66K	Jun 30, 26	+24.24K	2.44%
JPMORGAN CHASE & CO	358.55K	Jun 30, 26	-3.23K	2.40%
Allworth Financial LP	323.09K	Jun 30, 26	+70.12K	2.16%
Networth Advisors, LLC	259.35K	Jun 30, 26	+16.69K	1.74%
Vestmark Advisory Solutions, Inc.	243.52K	Jun 30, 26	+224.16K	1.63%
Resources Investment Advisors, LLC.	229.86K	Jun 30, 26	+3.71K	1.54%
FAS Wealth Partners, Inc.	228.65K	Jun 30, 26	+4.83K	1.53%
AMERICAN CENTURY COMPANIES INC	218.41K	Jun 30, 26	+218.41K	1.46%
Holistic Planning, LLC	216.97K	Jun 30, 26	+125.66K	1.45%
Financial Insights, Inc.	206.35K	Jun 30, 26	+206.35K	1.38%
AE Wealth Management LLC	180.25K	Jun 30, 26	+29.65K	1.21%
Cresset Asset Management, LLC	174.00K	Jun 30, 26	+33.56K	1.17%
Buttonwood Financial Group, LLC	169.78K	Jun 30, 26	-6.31K	1.14%
Prosperity Planning, Inc.	151.35K	Jun 30, 26	+7.66K	1.01%
ARCADIA INVESTMENT ADVISORS LLC	145.55K	Jun 30, 26	+3.29K	0.98%
Strategic Blueprint, LLC	145.39K	Jun 30, 26	+3.09K	0.97%
HighTower Advisors, LLC	135.80K	Jun 30, 26	+557	0.91%
Western Reserve Capital Management, LLC	132.04K	Jun 30, 26	+866	0.88%
Visionary Wealth Advisors	128.08K	Jun 30, 26	+6.80K	0.86%
B&D White Capital Company, LLC	126.62K	Jun 30, 26	+126.62K	0.85%
Dogwood Wealth Management LLC	109.39K	Jun 30, 26	-6.46K	0.73%
Herold Advisors, Inc.	108.64K	Jun 30, 26	+18.06K	0.73%
Waterfront Wealth Inc.	104.34K	Jun 30, 26	+59.80K	0.70%
Haven Private, LLC	102.83K	Jun 30, 26	+6.78K	0.69%
MML INVESTORS SERVICES, LLC	101.27K	Jun 30, 26	+18.09K	0.68%
TWO SIGMA INVESTMENTS, LP	94.20K	Jun 30, 26	+94.20K	0.63%
CoreCap Advisors, LLC	94.08K	Jun 30, 26	+12.51K	0.63%
Canvas Wealth Advisors, LLC	91.89K	Jun 30, 26	+4.45K	0.62%
COMMERCE BANK	91.24K	Jun 30, 26	+73.64K	0.61%
ShankerValleau Wealth Advisors, Inc.	88.67K	Jun 30, 26	-2.07K	0.59%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	84.29K	Jun 30, 26	+727	0.56%
MERCER GLOBAL ADVISORS INC /ADV	71.39K	Jun 30, 26	-12.28K	0.48%
Private Wealth Asset Management, LLC	65.53K	Jun 30, 26	+9.63K	0.44%
COMMONWEALTH EQUITY SERVICES, LLC	56.03K	Jun 30, 26	+7.41K	0.38%
BFI Wealth Solutions, LLC	46.47K	Jun 30, 26	+26.22K	0.31%
Ameritas Advisory Services, LLC	44.65K	Jun 30, 26	+44.65K	0.30%
Apella Capital, LLC	44.09K	Jun 30, 26	+44.09K	0.30%
ENDEAVOR PRIVATE WEALTH, INC.	37.12K	Jun 30, 26	+3.35K	0.25%
Plancorp, LLC	36.27K	Jun 30, 26	+5	0.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	35.17K	Jun 30, 26	+18.27K	0.24%
Rockefeller Capital Management L.P.	29.68K	Jun 30, 26	+294	0.20%
SEEDS INVESTOR LLC	28.82K	Jun 30, 26	+5.62K	0.19%
WCG Wealth Advisors LLC	23.46K	Jun 30, 26	-7.29K	0.16%
MAI Capital Management	21.60K	Jun 30, 26	+5.82K	0.14%
Chicago Partners Investment Group LLC	21.28K	Jun 30, 26	+748	0.14%
LEGACY FINANCIAL GROUP, INC.	21.06K	Jun 30, 26	+5.53K	0.14%
Kestra Advisory Services, LLC	20.07K	Jun 30, 26	+2.00K	0.13%
Pensionmark Financial Group, LLC	19.36K	Jun 30, 26	--	0.13%
Fort Vancouver Investment Management, LLC	18.75K	Jun 30, 26	+18.75K	0.13%
Armbruster Capital Management, Inc.	16.20K	Jun 30, 26	-4.80K	0.11%
Betterment LLC	15.43K	Jun 30, 26	+1.46K	0.10%
CI Private Wealth, LLC	12.36K	Jun 30, 26	+5.45K	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12.11K	Jun 30, 26	+4.34K	0.08%
DIXON FNANCIAL SERVICES, INC.	11.93K	Jun 30, 26	--	0.08%
Independent Wealth Network Inc.	10.44K	Jun 30, 26	+10.44K	0.07%
FSA Advisors, Inc.	10.43K	Jun 30, 26	+10.43K	0.07%
Team Financial Group, LLC	10.36K	Jun 30, 26	+7.34K	0.07%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.90K	Jun 30, 26	-2.04K	0.07%
Bison Wealth, LLC	9.18K	Jun 30, 26	+44	0.06%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	8.56K	Jun 30, 26	-64	0.06%
VAQUERO PRIVATE WEALTH, LTD	8.36K	Jun 30, 26	+8.36K	0.06%
Lloyd Advisory Services, LLC.	7.91K	Jun 30, 26	+6.86K	0.05%
FLOW TRADERS U.S. LLC	7.43K	Jun 30, 26	+7.43K	0.05%
Clearwater Capital Advisors, LLC	6.45K	Jun 30, 26	+6.45K	0.04%
MONTAG A & ASSOCIATES INC	6.03K	Jun 30, 26	+2.23K	0.04%
Quantinno Capital Management LP	5.74K	Jun 30, 26	+5.74K	0.04%
Cambridge Investment Research Advisors, Inc.	5.59K	Jun 30, 26	--	0.04%
Allegiance Financial Group Advisory Services LLC	5.58K	Jun 30, 26	+12	0.04%
Diversify Advisory Services, LLC	5.33K	Jun 30, 26	+5.33K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	5.33K	Jun 30, 26	+2.52K	0.04%
Capital Investment Advisors, LLC	5.32K	Jun 30, 26	+5.32K	0.04%
Atomi Financial Group, Inc.	5.04K	Jun 30, 26	+2.29K	0.03%
Farther Finance Advisors, LLC	4.90K	Jun 30, 26	-1.44K	0.03%
Evanson Financial, LLC	4.64K	Jun 30, 26	+4.64K	0.03%
Pacific Asset Management, LLC	4.50K	Jun 30, 26	-140	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	3.98K	Jun 30, 26	+9	0.03%
MOSAIC FAMILY WEALTH PARTNERS, LLC	3.79K	Jun 30, 26	+511	0.03%
Private Advisor Group, LLC	3.71K	Jun 30, 26	+199	0.02%
D. E. Shaw & Co., Inc.	3.37K	Jun 30, 26	+3.37K	0.02%
Foundations Investment Advisors, LLC	3.23K	Jun 30, 26	+3.23K	0.02%
TRUIST FINANCIAL CORP	2.42K	Jun 30, 26	+2.42K	0.02%
BLVD Private Wealth, LLC	2.36K	Jun 30, 26	+2.36K	0.02%
Platt Wealth Management LLC	2.35K	Jun 30, 26	+2.35K	0.02%
Acorn Wealth Advisors, LLC	2.27K	Jun 30, 26	+2.27K	0.02%
Savvy Advisors, Inc.	2.27K	Jun 30, 26	+2.27K	0.02%
Acropolis Investment Management, LLC	2.14K	Jun 30, 26	--	0.01%
Burk Holdings LLC	1.92K	Jun 30, 26	--	0.01%
Collier Financial	1.43K	Jun 30, 26	+1.43K	0.01%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	1.19K	Jun 30, 26	+1.19K	0.01%
Kingdom Financial Group LLC.	1.04K	Jun 30, 26	-17	0.01%
Nemes Rush Group LLC	823	Jun 30, 26	--	0.01%
Kings Path Partners LLC	668	Jun 30, 26	+668	0.00%
Rossby Financial, LCC	655	Jun 30, 26	+229	0.00%
REAP Financial Group, LLC	648	Jun 30, 26	+612	0.00%
Asset Dedication, LLC	448	Jun 30, 26	+49	0.00%
SRS Capital Advisors, Inc.	361	Jun 30, 26	+361	0.00%
UMB Bank, n.a.	312	Jun 30, 26	+312	0.00%
FIDUCIARY FINANCIAL ADVISORS	196	Jun 30, 26	+196	0.00%
Quest 10 Wealth Builders, Inc.	142	Jun 30, 26	+142	0.00%
Activest Wealth Management	76	Jun 30, 26	--	0.00%
CARDIFF PARK ADVISORS, LLC	64	Jun 30, 26	+64	0.00%
Strategic Wealth Partners, Ltd.	47	Jun 30, 26	-49	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-10.44K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-32.22K	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-3.05K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-4.92K	--
McIlrath & Eck, LLC	77	Mar 31, 26	--	0.00%
FineMark National Bank & Trust	5.40K	Dec 31, 25	+2.18K	0.04%
Full Sail Capital, LLC	37.85K	Sep 30, 25	-2.71K	0.25%
PALO ALTO WEALTH ADVISORS, LLC	6.53K	Sep 30, 25	+6.53K	0.04%
Lion Street Advisors, LLC	--	Sep 30, 25	-15.36K	--
Waypoint Capital Advisors, LLC	240.80K	Sep 30, 24	+152.68K	1.61%

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

Oak Root LLC

2.01M

Jun 30, 26

-342.73K

13.46%

Hills Bank & Trust Co

1.13M

Jun 30, 26

-62.84K

7.54%

Beaird Harris Wealth Management, LLC

841.60K

Jun 30, 26

+96.84K

5.64%

Pacific Life Fund Advisors LLC

739.71K

Jun 30, 26

-60.66K

4.96%

ENVESTNET ASSET MANAGEMENT INC

706.67K

Jun 30, 26

+77.32K

4.73%

GRIMES & COMPANY, INC.

493.44K

Jun 30, 26

+49.48K

3.31%

Cypress Point Wealth Management, LLC

482.87K

Jun 30, 26

-14.51K

3.24%

PARK AVENUE SECURITIES LLC

480.40K

Jun 30, 26

+55.29K

3.22%

Ridgeline Wealth, LLC

450.69K

Jun 30, 26

+1.07K

3.02%

LPL Financial LLC

422.79K

Jun 30, 26

-23.53K

2.83%

Global Strategic Investment Solutions, LLC

414.51K

Jun 30, 26

+195.72K

2.78%

Simplicity Wealth,LLC

380.37K

Jun 30, 26

+8.95K

2.55%

Well Done, LLC

363.66K

Jun 30, 26

+24.24K

2.44%

JPMORGAN CHASE & CO

358.55K

Jun 30, 26

-3.23K

2.40%

Allworth Financial LP

323.09K

Jun 30, 26

+70.12K

2.16%

Networth Advisors, LLC

259.35K

Jun 30, 26

+16.69K

1.74%

Vestmark Advisory Solutions, Inc.

243.52K

Jun 30, 26

+224.16K

1.63%

Resources Investment Advisors, LLC.

229.86K

Jun 30, 26

+3.71K

1.54%

FAS Wealth Partners, Inc.

228.65K

Jun 30, 26

+4.83K

1.53%

AMERICAN CENTURY COMPANIES INC

218.41K

Jun 30, 26

+218.41K

1.46%

Holistic Planning, LLC

216.97K

Jun 30, 26

+125.66K

1.45%

Financial Insights, Inc.

206.35K

Jun 30, 26

+206.35K

1.38%

AE Wealth Management LLC

180.25K

Jun 30, 26

+29.65K

1.21%

Cresset Asset Management, LLC

174.00K

Jun 30, 26

+33.56K

1.17%

Buttonwood Financial Group, LLC

169.78K

Jun 30, 26

-6.31K

1.14%

Prosperity Planning, Inc.

151.35K

Jun 30, 26

+7.66K

1.01%

ARCADIA INVESTMENT ADVISORS LLC

145.55K

Jun 30, 26

+3.29K

0.98%

Strategic Blueprint, LLC

145.39K

Jun 30, 26

+3.09K

0.97%

HighTower Advisors, LLC

135.80K

Jun 30, 26

+557

0.91%

Western Reserve Capital Management, LLC

132.04K

Jun 30, 26

+866

0.88%

Visionary Wealth Advisors

128.08K

Jun 30, 26

+6.80K

0.86%

B&D White Capital Company, LLC

126.62K

Jun 30, 26

+126.62K

0.85%

Dogwood Wealth Management LLC

109.39K

Jun 30, 26

-6.46K

0.73%

Herold Advisors, Inc.

108.64K

Jun 30, 26

+18.06K

0.73%

Waterfront Wealth Inc.

104.34K

Jun 30, 26

+59.80K

0.70%

Haven Private, LLC

102.83K

Jun 30, 26

+6.78K

0.69%

MML INVESTORS SERVICES, LLC

101.27K

Jun 30, 26

+18.09K

0.68%

TWO SIGMA INVESTMENTS, LP

94.20K

Jun 30, 26

+94.20K

0.63%

CoreCap Advisors, LLC

94.08K

Jun 30, 26

+12.51K

0.63%

Canvas Wealth Advisors, LLC

91.89K

Jun 30, 26

+4.45K

0.62%

COMMERCE BANK

91.24K

Jun 30, 26

+73.64K

0.61%

ShankerValleau Wealth Advisors, Inc.

88.67K

Jun 30, 26

-2.07K

0.59%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

84.29K

Jun 30, 26

+727

0.56%

MERCER GLOBAL ADVISORS INC /ADV

71.39K

Jun 30, 26

-12.28K

0.48%

Private Wealth Asset Management, LLC

65.53K

Jun 30, 26

+9.63K

0.44%

COMMONWEALTH EQUITY SERVICES, LLC

56.03K

Jun 30, 26

+7.41K

0.38%

BFI Wealth Solutions, LLC

46.47K

Jun 30, 26

+26.22K

0.31%

Ameritas Advisory Services, LLC

44.65K

Jun 30, 26

+44.65K

0.30%

Apella Capital, LLC

44.09K

Jun 30, 26

+44.09K

0.30%

ENDEAVOR PRIVATE WEALTH, INC.

37.12K

Jun 30, 26

+3.35K

0.25%

Plancorp, LLC

36.27K

Jun 30, 26

0.24%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

35.17K

Jun 30, 26

+18.27K

0.24%

Rockefeller Capital Management L.P.

29.68K

Jun 30, 26

+294

0.20%

SEEDS INVESTOR LLC

28.82K

Jun 30, 26

+5.62K

0.19%

WCG Wealth Advisors LLC

23.46K

Jun 30, 26

-7.29K

0.16%

MAI Capital Management

21.60K

Jun 30, 26

+5.82K

0.14%

Chicago Partners Investment Group LLC

21.28K

Jun 30, 26

+748

0.14%

LEGACY FINANCIAL GROUP, INC.

21.06K

Jun 30, 26

+5.53K

0.14%

Kestra Advisory Services, LLC

20.07K

Jun 30, 26

+2.00K

0.13%

Pensionmark Financial Group, LLC

19.36K

Jun 30, 26

0.13%

Fort Vancouver Investment Management, LLC

18.75K

Jun 30, 26

+18.75K

0.13%

Armbruster Capital Management, Inc.

16.20K

Jun 30, 26

-4.80K

0.11%

Betterment LLC

15.43K

Jun 30, 26

+1.46K

0.10%

CI Private Wealth, LLC

12.36K

Jun 30, 26

+5.45K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

12.11K

Jun 30, 26

+4.34K

0.08%

DIXON FNANCIAL SERVICES, INC.

11.93K

Jun 30, 26

0.08%

Independent Wealth Network Inc.

10.44K

Jun 30, 26

+10.44K

0.07%

FSA Advisors, Inc.

10.43K

Jun 30, 26

+10.43K

0.07%

Team Financial Group, LLC

10.36K

Jun 30, 26

+7.34K

0.07%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.90K

Jun 30, 26

-2.04K

0.07%

Bison Wealth, LLC

9.18K

Jun 30, 26

+44

0.06%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

8.56K

Jun 30, 26

-64

0.06%

VAQUERO PRIVATE WEALTH, LTD

8.36K

Jun 30, 26

+8.36K

0.06%

Lloyd Advisory Services, LLC.

7.91K

Jun 30, 26

+6.86K

0.05%

FLOW TRADERS U.S. LLC

7.43K

Jun 30, 26

+7.43K

0.05%

Clearwater Capital Advisors, LLC

6.45K

Jun 30, 26

+6.45K

0.04%

MONTAG A & ASSOCIATES INC

6.03K

Jun 30, 26

+2.23K

0.04%

Quantinno Capital Management LP

5.74K

Jun 30, 26

+5.74K

0.04%

Cambridge Investment Research Advisors, Inc.

5.59K

Jun 30, 26

0.04%

Allegiance Financial Group Advisory Services LLC

5.58K

Jun 30, 26

+12

0.04%

Diversify Advisory Services, LLC

5.33K

Jun 30, 26

+5.33K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

5.33K

Jun 30, 26

+2.52K

0.04%

Capital Investment Advisors, LLC

5.32K

Jun 30, 26

+5.32K

0.04%

Atomi Financial Group, Inc.

5.04K

Jun 30, 26

+2.29K

0.03%

Farther Finance Advisors, LLC

4.90K

Jun 30, 26

-1.44K

0.03%

Evanson Financial, LLC

4.64K

Jun 30, 26

+4.64K

0.03%

Pacific Asset Management, LLC

4.50K

Jun 30, 26

-140

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

3.98K

Jun 30, 26

0.03%

MOSAIC FAMILY WEALTH PARTNERS, LLC

3.79K

Jun 30, 26

+511

0.03%

Private Advisor Group, LLC

3.71K

Jun 30, 26

+199

0.02%

D. E. Shaw & Co., Inc.

3.37K

Jun 30, 26

+3.37K

0.02%

Foundations Investment Advisors, LLC

3.23K

Jun 30, 26

+3.23K

0.02%

TRUIST FINANCIAL CORP

2.42K

Jun 30, 26

+2.42K

0.02%

BLVD Private Wealth, LLC

2.36K

Jun 30, 26

+2.36K

0.02%

Platt Wealth Management LLC

2.35K

Jun 30, 26

+2.35K

0.02%

Acorn Wealth Advisors, LLC

2.27K

Jun 30, 26

+2.27K

0.02%

Savvy Advisors, Inc.

2.27K

Jun 30, 26

+2.27K

0.02%

Acropolis Investment Management, LLC

2.14K

Jun 30, 26

0.01%

Burk Holdings LLC

1.92K

Jun 30, 26

0.01%

Collier Financial

1.43K

Jun 30, 26

+1.43K

0.01%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.19K

Jun 30, 26

+1.19K

0.01%

Kingdom Financial Group LLC.

1.04K

Jun 30, 26

-17

0.01%

Nemes Rush Group LLC

823

Jun 30, 26

0.01%

Kings Path Partners LLC

668

Jun 30, 26

+668

0.00%

Rossby Financial, LCC

655

Jun 30, 26

+229

0.00%

REAP Financial Group, LLC

648

Jun 30, 26

+612

0.00%

Asset Dedication, LLC

448

Jun 30, 26

+49

0.00%

SRS Capital Advisors, Inc.

361

Jun 30, 26

+361

0.00%

UMB Bank, n.a.

312

Jun 30, 26

+312

0.00%

FIDUCIARY FINANCIAL ADVISORS

196

Jun 30, 26

+196

0.00%

Quest 10 Wealth Builders, Inc.

142

Jun 30, 26

+142

0.00%

Activest Wealth Management

Jun 30, 26

0.00%

CARDIFF PARK ADVISORS, LLC

Jun 30, 26

+64

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

-49

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-10.44K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-32.22K

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-3.05K

CITADEL ADVISORS LLC

Jun 30, 26

-4.92K

McIlrath & Eck, LLC

Mar 31, 26

0.00%

FineMark National Bank & Trust

5.40K

Dec 31, 25

+2.18K

0.04%

Full Sail Capital, LLC

37.85K

Sep 30, 25

-2.71K

0.25%

PALO ALTO WEALTH ADVISORS, LLC

6.53K

Sep 30, 25

+6.53K

0.04%

Lion Street Advisors, LLC

Sep 30, 25

-15.36K

Waypoint Capital Advisors, LLC

240.80K

Sep 30, 24

+152.68K

1.61%