iShares U.S. Large Cap Premium Income Active ETF(BALI)

$34.41—Stale · unknown old

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iShares U.S. Large Cap Premium Income Active ETF(BALI)

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$34.41—Stale · unknown old

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BALI(BALI)

BALI

Institutional Ownership

Top 199 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	3.41M	Jun 30, 26	+1.55M	8.73%
LPL Financial LLC	2.94M	Jun 30, 26	+1.11M	7.52%
AMERIPRISE FINANCIAL INC	2.04M	Jun 30, 26	-32.82K	5.22%
FMR LLC	1.82M	Jun 30, 26	-474.34K	4.65%
BANK OF AMERICA CORP /DE/	1.79M	Jun 30, 26	+578.76K	4.58%
Cetera Investment Advisers	1.23M	Jun 30, 26	+588.70K	3.14%
WELLS FARGO & COMPANY/MN	1.06M	Jun 30, 26	+174.94K	2.71%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.02M	Jun 30, 26	+100.73K	2.61%
FUKOKU MUTUAL LIFE INSURANCE Co	737.00K	Jun 30, 26	+371.00K	1.88%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	680.91K	Jun 30, 26	-31.70K	1.74%
ADVISOR GROUP HOLDINGS, INC.	629.89K	Jun 30, 26	+145.51K	1.61%
JPMORGAN CHASE & CO	613.05K	Jun 30, 26	+161.47K	1.57%
COMMONWEALTH EQUITY SERVICES, LLC	611.35K	Jun 30, 26	+303.03K	1.56%
Envestnet Portfolio Solutions, Inc.	568.58K	Jun 30, 26	+296.75K	1.45%
MORGAN STANLEY	561.95K	Jun 30, 26	+220.13K	1.44%
Vestmark Advisory Solutions, Inc.	524.31K	Jun 30, 26	--	1.34%
ASSETMARK, INC	417.96K	Jun 30, 26	+145.18K	1.07%
RAYMOND JAMES FINANCIAL INC	332.72K	Jun 30, 26	+320.04K	0.85%
Patriot Financial Group Insurance Agency, LLC	321.44K	Jun 30, 26	-291.26K	0.82%
MML INVESTORS SERVICES, LLC	317.09K	Jun 30, 26	+160.84K	0.81%
Granite Bay Wealth Management, LLC	310.80K	Jun 30, 26	+3.39K	0.79%
Decker Wealth Management LLC	306.85K	Jun 30, 26	+306.85K	0.78%
SRS Capital Advisors, Inc.	303.60K	Jun 30, 26	+298.48K	0.78%
Diversify Advisory Services, LLC	247.86K	Jun 30, 26	+247.86K	0.63%
DIVERSIFY WEALTH MANAGEMENT, LLC	247.86K	Jun 30, 26	+77.96K	0.63%
Equitable Holdings, Inc.	242.17K	Jun 30, 26	+59.31K	0.62%
SOUTHERN CAPITAL SERVICES INC /ADV	224.44K	Jun 30, 26	-6.20K	0.57%
Next Level Private LLC	195.80K	Jun 30, 26	+48.34K	0.50%
Cornerstone Wealth Group, LLC	180.67K	Jun 30, 26	+2.46K	0.46%
JB Capital LLC	168.38K	Jun 30, 26	+68.35K	0.43%
Janney Montgomery Scott LLC	164.56K	Jun 30, 26	+154.11K	0.42%
PARK AVENUE SECURITIES LLC	159.44K	Jun 30, 26	+76.13K	0.41%
Sanctuary Advisors, LLC	157.02K	Jun 30, 26	+34.16K	0.40%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	142.71K	Jun 30, 26	+71.46K	0.36%
Keeler THomas Management LLC	122.12K	Jun 30, 26	+122.12K	0.31%
CreativeOne Wealth, LLC	110.27K	Jun 30, 26	+30.66K	0.28%
Triad Wealth Partners, LLC	108.04K	Jun 30, 26	+20.60K	0.28%
HighTower Advisors, LLC	106.19K	Jun 30, 26	+3.56K	0.27%
INDEPENDENT FINANCIAL GROUP, LLC	105.58K	Jun 30, 26	+9.42K	0.27%
United Advisor Group, LLC	105.58K	Jun 30, 26	+10.77K	0.27%
UBS ASSET MANAGEMENT AMERICAS INC	105.45K	Jun 30, 26	--	0.27%
Semus Wealth Partners LLC	92.39K	Jun 30, 26	+6.20K	0.24%
Kelly Financial Services LLC	82.60K	Jun 30, 26	+24.12K	0.21%
BEACON FINANCIAL GROUP	82.53K	Jun 30, 26	+21.25K	0.21%
FIDUCIARY FINANCIAL ADVISORS	81.58K	Jun 30, 26	+81.58K	0.21%
DRIVE WEALTH MANAGEMENT, LLC	80.71K	Jun 30, 26	+2.98K	0.21%
Flagship Private Wealth, LLC	77.64K	Jun 30, 26	+19.19K	0.20%
ROYAL BANK OF CANADA	76.47K	Jun 30, 26	+76.02K	0.20%
3EDGE Asset Management, LP	74.10K	Jun 30, 26	+74.10K	0.19%
ARWA LLC	72.83K	Jun 30, 26	+61.64K	0.19%
Private Advisor Group, LLC	70.32K	Jun 30, 26	+25.24K	0.18%
Founders Financial Alliance, LLC	69.91K	Jun 30, 26	+4.96K	0.18%
Simplicity Wealth,LLC	67.46K	Jun 30, 26	+67.46K	0.17%
Brinker Capital Investments, LLC	64.58K	Jun 30, 26	+26.73K	0.17%
ShoreHaven Wealth Partners, LLC	62.80K	Jun 30, 26	+26.68K	0.16%
Cerity Partners LLC	62.00K	Jun 30, 26	+15.33K	0.16%
Integrated Wealth Concepts LLC	56.84K	Jun 30, 26	+23.62K	0.15%
Sequoia Financial Advisors, LLC	56.07K	Jun 30, 26	+15.08K	0.14%
FIRST HORIZON CORP	54.55K	Jun 30, 26	--	0.14%
Gotham Asset Management, LLC	53.84K	Jun 30, 26	+7.70K	0.14%
Sovran Advisors, LLC	53.39K	Jun 30, 26	-34.48K	0.14%
BETO FINANCIAL GROUP, LLC	49.85K	Jun 30, 26	+4.84K	0.13%
Confluence Wealth Services, Inc.	46.68K	Jun 30, 26	-7.81K	0.12%
Invst, LLC	45.00K	Jun 30, 26	+16.59K	0.12%
Stratos Wealth Partners, LTD.	44.40K	Jun 30, 26	-7.04K	0.11%
Quadrant Private Wealth Management, LLC	42.28K	Jun 30, 26	+16.63K	0.11%
SHEETS SMITH WEALTH MANAGEMENT	40.09K	Jun 30, 26	+242	0.10%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	39.42K	Jun 30, 26	+39.42K	0.10%
Embree Financial Group	36.78K	Jun 30, 26	+21.89K	0.09%
Concurrent Investment Advisors, LLC	36.63K	Jun 30, 26	+9.83K	0.09%
Integrated Advisors Network LLC	36.00K	Jun 30, 26	+16.64K	0.09%
Detalus Advisors, LLC	33.19K	Jun 30, 26	+14.70K	0.08%
NewEdge Advisors, LLC	30.46K	Jun 30, 26	+19.28K	0.08%
BlackRock, Inc.	30.41K	Jun 30, 26	+2.39K	0.08%
GTS SECURITIES LLC	27.64K	Jun 30, 26	+27.64K	0.07%
Snowden Capital Advisors LLC	27.53K	Jun 30, 26	-228	0.07%
Synergy Investment Management, LLC	27.24K	Jun 30, 26	+9.72K	0.07%
Skyline Advisors, Inc.	26.54K	Jun 30, 26	+9.73K	0.07%
Gladstone Institutional Advisory LLC	25.56K	Jun 30, 26	-387	0.07%
Avantra Family Wealth, Inc.	23.89K	Jun 30, 26	+9.31K	0.06%
NorthRock Partners, LLC	21.21K	Jun 30, 26	+7.17K	0.05%
RDA Financial Network	20.91K	Jun 30, 26	+20.91K	0.05%
Dynasty Wealth Management, LLC	20.64K	Jun 30, 26	+998	0.05%
Cambridge Investment Research Advisors, Inc.	20.33K	Jun 30, 26	+9.27K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.30K	Jun 30, 26	-71.52K	0.05%
Transamerica Financial Advisors, Inc.	20.26K	Jun 30, 26	+13.08K	0.05%
PMG Family Office LLC	20.04K	Jun 30, 26	+782	0.05%
V2 Financial group LLC	19.94K	Jun 30, 26	+19.94K	0.05%
Resources Investment Advisors, LLC.	19.44K	Jun 30, 26	+5.13K	0.05%
EHRLICH FINANCIAL GROUP	19.06K	Jun 30, 26	+7.85K	0.05%
SigFig Wealth Management, LLC	18.86K	Jun 30, 26	+5.95K	0.05%
Perennial Investment Advisors, LLC	18.58K	Jun 30, 26	+950	0.05%
Kingsview Wealth Management, LLC	17.77K	Jun 30, 26	+17.77K	0.05%
GeoWealth Management, LLC	17.56K	Jun 30, 26	+5.35K	0.04%
Mariner, LLC	17.33K	Jun 30, 26	+1.70K	0.04%
Clarity Wealth Advisors, LLC	17.20K	Jun 30, 26	+200	0.04%
MGO ONE SEVEN LLC	16.40K	Jun 30, 26	-1.60K	0.04%
OpenArc Corporate Advisory, LLC	16.01K	Jun 30, 26	+2.84K	0.04%
Security Financial Services, INC.	15.88K	Jun 30, 26	+5.43K	0.04%
HARBOUR INVESTMENTS, INC.	15.53K	Jun 30, 26	+1.88K	0.04%
Per Stirling Capital Management, LLC.	15.05K	Jun 30, 26	+600	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	15.03K	Jun 30, 26	+15.03K	0.04%
Wealth Quarterback LLC	14.90K	Jun 30, 26	-1.81K	0.04%
Summit Financial, LLC	14.90K	Jun 30, 26	+14.90K	0.04%
Creative Planning	14.86K	Jun 30, 26	+1.52K	0.04%
Arkadios Wealth Advisors	14.56K	Jun 30, 26	-16.23K	0.04%
Encompass More Asset Management	13.78K	Jun 30, 26	+13.78K	0.04%
Strategic Blueprint, LLC	13.36K	Jun 30, 26	+2.59K	0.03%
Fortis Advisors, LLC	13.11K	Jun 30, 26	+5.56K	0.03%
J.W. COLE ADVISORS, INC.	12.92K	Jun 30, 26	+1.98K	0.03%
Two West Capital Advisors LLC	12.89K	Jun 30, 26	+12.89K	0.03%
Onyx Bridge Wealth Group LLC	12.37K	Jun 30, 26	+295	0.03%
Ausdal Financial Partners, Inc.	12.21K	Jun 30, 26	+5.40K	0.03%
Pensionmark Financial Group, LLC	12.21K	Jun 30, 26	+2.46K	0.03%
Vision Retirement, LLC	11.12K	Jun 30, 26	+713	0.03%
Wealth Alliance	11.03K	Jun 30, 26	+11.03K	0.03%
Atlas Private Wealth Advisors	10.70K	Jun 30, 26	+1.95K	0.03%
Icon Wealth Advisors, LLC	10.55K	Jun 30, 26	-2.35K	0.03%
LifeGoal Wealth Advisors	10.00K	Jun 30, 26	+10.00K	0.03%
VALICENTI ADVISORY SERVICES INC	9.52K	Jun 30, 26	+2.08K	0.02%
Advyzon Investment Management, LLC	9.50K	Jun 30, 26	+9.50K	0.02%
Redhawk Wealth Advisors, Inc.	8.95K	Jun 30, 26	+8.95K	0.02%
SeaCrest Wealth Management, LLC	8.83K	Jun 30, 26	+8.83K	0.02%
SAGESPRING WEALTH PARTNERS, LLC	8.35K	Jun 30, 26	-2.40K	0.02%
Collaborative Wealth Managment Inc.	8.30K	Jun 30, 26	+8.30K	0.02%
IFG Advisory, LLC	8.27K	Jun 30, 26	+8.27K	0.02%
TRUIST FINANCIAL CORP	8.27K	Jun 30, 26	+8.27K	0.02%
West Wealth Group, LLC	8.25K	Jun 30, 26	+1.63K	0.02%
Calamos Wealth Management LLC	8.04K	Jun 30, 26	+8.04K	0.02%
Madison Wealth Partners, Inc	8.04K	Jun 30, 26	--	0.02%
Mount Yale Investment Advisors, LLC	7.84K	Jun 30, 26	+193	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	7.81K	Jun 30, 26	+7.81K	0.02%
Tennessee Valley Asset Management Partners	7.74K	Jun 30, 26	+7.74K	0.02%
Town Capital LLC	7.42K	Jun 30, 26	+7.42K	0.02%
Transcendent Capital Group LLC	7.01K	Jun 30, 26	--	0.02%
LOCKERMAN FINANCIAL GROUP, INC.	6.77K	Jun 30, 26	+6.77K	0.02%
WILLNER & HELLER, LLC	6.40K	Jun 30, 26	-846	0.02%
Gateway Wealth Partners, LLC	6.28K	Jun 30, 26	-1.90K	0.02%
FIFTH THIRD BANCORP	6.00K	Jun 30, 26	+1.93K	0.02%
Oregon Pacific Wealth Management, LLC	5.97K	Jun 30, 26	+5.97K	0.02%
Estate Counselors, LLC	5.91K	Jun 30, 26	+5.91K	0.02%
Harborfront Financial Group LLC	5.46K	Jun 30, 26	+5.46K	0.01%
IAG Wealth Partners, LLC	4.80K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	4.39K	Jun 30, 26	+4.39K	0.01%
Spire Wealth Management	4.05K	Jun 30, 26	-1.99K	0.01%
SHP Wealth Management	3.88K	Jun 30, 26	-144	0.01%
Global Retirement Partners, LLC	3.10K	Jun 30, 26	+3.10K	0.01%
BANK OF MONTREAL /CAN/	2.67K	Jun 30, 26	+955	0.01%
Rockefeller Capital Management L.P.	2.44K	Jun 30, 26	+2.44K	0.01%
Essential Investment Partners LLC	2.19K	Jun 30, 26	--	0.01%
Rossby Financial, LCC	1.98K	Jun 30, 26	+727	0.01%
Aptus Capital Advisors, LLC	1.80K	Jun 30, 26	+1.45K	0.00%
AE Wealth Management LLC	1.64K	Jun 30, 26	+381	0.00%
BESSEMER GROUP INC	1.53K	Jun 30, 26	+1.53K	0.00%
Steward Partners Investment Advisory, LLC	1.45K	Jun 30, 26	-10.13K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	1.11K	Jun 30, 26	+1.11K	0.00%
US BANCORP \DE\	1.11K	Jun 30, 26	+1.11K	0.00%
IFP Advisors, Inc	830	Jun 30, 26	+202	0.00%
Qube Research & Technologies Ltd	803	Jun 30, 26	+803	0.00%
Golden State Wealth Management, LLC	680	Jun 30, 26	+13	0.00%
PRIVATE TRUST CO NA	489	Jun 30, 26	+281	0.00%
MCF Advisors LLC	332	Jun 30, 26	+332	0.00%
Ashton Thomas Private Wealth, LLC	330	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	329	Jun 30, 26	+329	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	300	Jun 30, 26	+300	0.00%
Larson Financial Group LLC	300	Jun 30, 26	+300	0.00%
Portfolio Resources Advisor Group, Inc.	281	Jun 30, 26	+126	0.00%
Cornerstone Planning Group LLC	195	Jun 30, 26	-384	0.00%
Signature Equity Partners, LLC	153	Jun 30, 26	+24	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	150	Jun 30, 26	+60	0.00%
Silver Grove Financial Group, Inc.	148	Jun 30, 26	+148	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	116	Jun 30, 26	+116	0.00%
Continuum Advisory, LLC	92	Jun 30, 26	+92	0.00%
Meramec Financial Planners, LLC	92	Jun 30, 26	+92	0.00%
Godfrey Financial Associates, Inc.	80	Jun 30, 26	--	0.00%
UBS Group AG	26	Jun 30, 26	-124	0.00%
HANTZ FINANCIAL SERVICES, INC.	17	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	12	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	10	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	6	Jun 30, 26	+6	0.00%
CITADEL ADVISORS LLC	--	Jun 30, 26	-17.16K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-103	--
West Branch Capital LLC	--	Jun 30, 26	-204	--
EASTERN BANK	--	Jun 30, 26	-107	--
MAI Capital Management	--	Jun 30, 26	-220	--
Advisory Services Network, LLC	--	Jun 30, 26	-624	--
U.S. Capital Wealth Advisors, LLC	262.16K	Mar 31, 26	+1.39K	0.67%
Sunbelt Securities, Inc.	20.85K	Mar 31, 26	+4.28K	0.05%
SIGNET FINANCIAL MANAGEMENT, LLC	9.38K	Mar 31, 26	+999	0.02%
CWM, LLC	121	Mar 31, 26	+51	0.00%
Edge Financial Advisors LLC	13.61K	Dec 31, 25	+13.61K	0.03%
COMERICA BANK	3.95K	Dec 31, 25	-80	0.01%
EWG Elevate Inc.	735.84K	Sep 30, 25	+3.98K	1.88%
Summit X, LLC	17.76K	Jun 30, 25	+7.39K	0.05%
Atria Wealth Solutions, Inc.	16.90K	Jun 30, 25	-7.85K	0.04%
First Horizon Advisors, Inc.	1.21K	Jun 30, 25	+317	0.00%
Orion Portfolio Solutions, LLC	14.41K	Mar 31, 25	+7.72K	0.04%
Maxwell Wealth Strategies Inc.	14.36K	Dec 31, 24	+14.36K	0.04%
BlackRock Inc.	247.00K	Jun 30, 24	-153.00K	0.63%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

3.41M

Jun 30, 26

+1.55M

8.73%

LPL Financial LLC

2.94M

Jun 30, 26

+1.11M

7.52%

AMERIPRISE FINANCIAL INC

2.04M

Jun 30, 26

-32.82K

5.22%

FMR LLC

1.82M

Jun 30, 26

-474.34K

4.65%

BANK OF AMERICA CORP /DE/

1.79M

Jun 30, 26

+578.76K

4.58%

Cetera Investment Advisers

1.23M

Jun 30, 26

+588.70K

3.14%

WELLS FARGO & COMPANY/MN

1.06M

Jun 30, 26

+174.94K

2.71%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.02M

Jun 30, 26

+100.73K

2.61%

FUKOKU MUTUAL LIFE INSURANCE Co

737.00K

Jun 30, 26

+371.00K

1.88%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

680.91K

Jun 30, 26

-31.70K

1.74%

ADVISOR GROUP HOLDINGS, INC.

629.89K

Jun 30, 26

+145.51K

1.61%

JPMORGAN CHASE & CO

613.05K

Jun 30, 26

+161.47K

1.57%

COMMONWEALTH EQUITY SERVICES, LLC

611.35K

Jun 30, 26

+303.03K

1.56%

Envestnet Portfolio Solutions, Inc.

568.58K

Jun 30, 26

+296.75K

1.45%

MORGAN STANLEY

561.95K

Jun 30, 26

+220.13K

1.44%

Vestmark Advisory Solutions, Inc.

524.31K

Jun 30, 26

1.34%

ASSETMARK, INC

417.96K

Jun 30, 26

+145.18K

1.07%

RAYMOND JAMES FINANCIAL INC

332.72K

Jun 30, 26

+320.04K

0.85%

Patriot Financial Group Insurance Agency, LLC

321.44K

Jun 30, 26

-291.26K

0.82%

MML INVESTORS SERVICES, LLC

317.09K

Jun 30, 26

+160.84K

0.81%

Granite Bay Wealth Management, LLC

310.80K

Jun 30, 26

+3.39K

0.79%

Decker Wealth Management LLC

306.85K

Jun 30, 26

+306.85K

0.78%

SRS Capital Advisors, Inc.

303.60K

Jun 30, 26

+298.48K

0.78%

Diversify Advisory Services, LLC

247.86K

Jun 30, 26

+247.86K

0.63%

DIVERSIFY WEALTH MANAGEMENT, LLC

247.86K

Jun 30, 26

+77.96K

0.63%

Equitable Holdings, Inc.

242.17K

Jun 30, 26

+59.31K

0.62%

SOUTHERN CAPITAL SERVICES INC /ADV

224.44K

Jun 30, 26

-6.20K

0.57%

Next Level Private LLC

195.80K

Jun 30, 26

+48.34K

0.50%

Cornerstone Wealth Group, LLC

180.67K

Jun 30, 26

+2.46K

0.46%

JB Capital LLC

168.38K

Jun 30, 26

+68.35K

0.43%

Janney Montgomery Scott LLC

164.56K

Jun 30, 26

+154.11K

0.42%

PARK AVENUE SECURITIES LLC

159.44K

Jun 30, 26

+76.13K

0.41%

Sanctuary Advisors, LLC

157.02K

Jun 30, 26

+34.16K

0.40%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

142.71K

Jun 30, 26

+71.46K

0.36%

Keeler THomas Management LLC

122.12K

Jun 30, 26

+122.12K

0.31%

CreativeOne Wealth, LLC

110.27K

Jun 30, 26

+30.66K

0.28%

Triad Wealth Partners, LLC

108.04K

Jun 30, 26

+20.60K

0.28%

HighTower Advisors, LLC

106.19K

Jun 30, 26

+3.56K

0.27%

INDEPENDENT FINANCIAL GROUP, LLC

105.58K

Jun 30, 26

+9.42K

0.27%

United Advisor Group, LLC

105.58K

Jun 30, 26

+10.77K

0.27%

UBS ASSET MANAGEMENT AMERICAS INC

105.45K

Jun 30, 26

0.27%

Semus Wealth Partners LLC

92.39K

Jun 30, 26

+6.20K

0.24%

Kelly Financial Services LLC

82.60K

Jun 30, 26

+24.12K

0.21%

BEACON FINANCIAL GROUP

82.53K

Jun 30, 26

+21.25K

0.21%

FIDUCIARY FINANCIAL ADVISORS

81.58K

Jun 30, 26

+81.58K

0.21%

DRIVE WEALTH MANAGEMENT, LLC

80.71K

Jun 30, 26

+2.98K

0.21%

Flagship Private Wealth, LLC

77.64K

Jun 30, 26

+19.19K

0.20%

ROYAL BANK OF CANADA

76.47K

Jun 30, 26

+76.02K

0.20%

3EDGE Asset Management, LP

74.10K

Jun 30, 26

+74.10K

0.19%

ARWA LLC

72.83K

Jun 30, 26

+61.64K

0.19%

Private Advisor Group, LLC

70.32K

Jun 30, 26

+25.24K

0.18%

Founders Financial Alliance, LLC

69.91K

Jun 30, 26

+4.96K

0.18%

Simplicity Wealth,LLC

67.46K

Jun 30, 26

+67.46K

0.17%

Brinker Capital Investments, LLC

64.58K

Jun 30, 26

+26.73K

0.17%

ShoreHaven Wealth Partners, LLC

62.80K

Jun 30, 26

+26.68K

0.16%

Cerity Partners LLC

62.00K

Jun 30, 26

+15.33K

0.16%

Integrated Wealth Concepts LLC

56.84K

Jun 30, 26

+23.62K

0.15%

Sequoia Financial Advisors, LLC

56.07K

Jun 30, 26

+15.08K

0.14%

FIRST HORIZON CORP

54.55K

Jun 30, 26

0.14%

Gotham Asset Management, LLC

53.84K

Jun 30, 26

+7.70K

0.14%

Sovran Advisors, LLC

53.39K

Jun 30, 26

-34.48K

0.14%

BETO FINANCIAL GROUP, LLC

49.85K

Jun 30, 26

+4.84K

0.13%

Confluence Wealth Services, Inc.

46.68K

Jun 30, 26

-7.81K

0.12%

Invst, LLC

45.00K

Jun 30, 26

+16.59K

0.12%

Stratos Wealth Partners, LTD.

44.40K

Jun 30, 26

-7.04K

0.11%

Quadrant Private Wealth Management, LLC

42.28K

Jun 30, 26

+16.63K

0.11%

SHEETS SMITH WEALTH MANAGEMENT

40.09K

Jun 30, 26

+242

0.10%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

39.42K

Jun 30, 26

+39.42K

0.10%

Embree Financial Group

36.78K

Jun 30, 26

+21.89K

0.09%

Concurrent Investment Advisors, LLC

36.63K

Jun 30, 26

+9.83K

0.09%

Integrated Advisors Network LLC

36.00K

Jun 30, 26

+16.64K

0.09%

Detalus Advisors, LLC

33.19K

Jun 30, 26

+14.70K

0.08%

NewEdge Advisors, LLC

30.46K

Jun 30, 26

+19.28K

0.08%

BlackRock, Inc.

30.41K

Jun 30, 26

+2.39K

0.08%

GTS SECURITIES LLC

27.64K

Jun 30, 26

+27.64K

0.07%

Snowden Capital Advisors LLC

27.53K

Jun 30, 26

-228

0.07%

Synergy Investment Management, LLC

27.24K

Jun 30, 26

+9.72K

0.07%

Skyline Advisors, Inc.

26.54K

Jun 30, 26

+9.73K

0.07%

Gladstone Institutional Advisory LLC

25.56K

Jun 30, 26

-387

0.07%

Avantra Family Wealth, Inc.

23.89K

Jun 30, 26

+9.31K

0.06%

NorthRock Partners, LLC

21.21K

Jun 30, 26

+7.17K

0.05%

RDA Financial Network

20.91K

Jun 30, 26

+20.91K

0.05%

Dynasty Wealth Management, LLC

20.64K

Jun 30, 26

+998

0.05%

Cambridge Investment Research Advisors, Inc.

20.33K

Jun 30, 26

+9.27K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.30K

Jun 30, 26

-71.52K

0.05%

Transamerica Financial Advisors, Inc.

20.26K

Jun 30, 26

+13.08K

0.05%

PMG Family Office LLC

20.04K

Jun 30, 26

+782

0.05%

V2 Financial group LLC

19.94K

Jun 30, 26

+19.94K

0.05%

Resources Investment Advisors, LLC.

19.44K

Jun 30, 26

+5.13K

0.05%

EHRLICH FINANCIAL GROUP

19.06K

Jun 30, 26

+7.85K

0.05%

SigFig Wealth Management, LLC

18.86K

Jun 30, 26

+5.95K

0.05%

Perennial Investment Advisors, LLC

18.58K

Jun 30, 26

+950

0.05%

Kingsview Wealth Management, LLC

17.77K

Jun 30, 26

+17.77K

0.05%

GeoWealth Management, LLC

17.56K

Jun 30, 26

+5.35K

0.04%

Mariner, LLC

17.33K

Jun 30, 26

+1.70K

0.04%

Clarity Wealth Advisors, LLC

17.20K

Jun 30, 26

+200

0.04%

MGO ONE SEVEN LLC

16.40K

Jun 30, 26

-1.60K

0.04%

OpenArc Corporate Advisory, LLC

16.01K

Jun 30, 26

+2.84K

0.04%

Security Financial Services, INC.

15.88K

Jun 30, 26

+5.43K

0.04%

HARBOUR INVESTMENTS, INC.

15.53K

Jun 30, 26

+1.88K

0.04%

Per Stirling Capital Management, LLC.

15.05K

Jun 30, 26

+600

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

15.03K

Jun 30, 26

+15.03K

0.04%

Wealth Quarterback LLC

14.90K

Jun 30, 26

-1.81K

0.04%

Summit Financial, LLC

14.90K

Jun 30, 26

+14.90K

0.04%

Creative Planning

14.86K

Jun 30, 26

+1.52K

0.04%

Arkadios Wealth Advisors

14.56K

Jun 30, 26

-16.23K

0.04%

Encompass More Asset Management

13.78K

Jun 30, 26

+13.78K

0.04%

Strategic Blueprint, LLC

13.36K

Jun 30, 26

+2.59K

0.03%

Fortis Advisors, LLC

13.11K

Jun 30, 26

+5.56K

0.03%

J.W. COLE ADVISORS, INC.

12.92K

Jun 30, 26

+1.98K

0.03%

Two West Capital Advisors LLC

12.89K

Jun 30, 26

+12.89K

0.03%

Onyx Bridge Wealth Group LLC

12.37K

Jun 30, 26

+295

0.03%

Ausdal Financial Partners, Inc.

12.21K

Jun 30, 26

+5.40K

0.03%

Pensionmark Financial Group, LLC

12.21K

Jun 30, 26

+2.46K

0.03%

Vision Retirement, LLC

11.12K

Jun 30, 26

+713

0.03%

Wealth Alliance

11.03K

Jun 30, 26

+11.03K

0.03%

Atlas Private Wealth Advisors

10.70K

Jun 30, 26

+1.95K

0.03%

Icon Wealth Advisors, LLC

10.55K

Jun 30, 26

-2.35K

0.03%

LifeGoal Wealth Advisors

10.00K

Jun 30, 26

+10.00K

0.03%

VALICENTI ADVISORY SERVICES INC

9.52K

Jun 30, 26

+2.08K

0.02%

Advyzon Investment Management, LLC

9.50K

Jun 30, 26

+9.50K

0.02%

Redhawk Wealth Advisors, Inc.

8.95K

Jun 30, 26

+8.95K

0.02%

SeaCrest Wealth Management, LLC

8.83K

Jun 30, 26

+8.83K

0.02%

SAGESPRING WEALTH PARTNERS, LLC

8.35K

Jun 30, 26

-2.40K

0.02%

Collaborative Wealth Managment Inc.

8.30K

Jun 30, 26

+8.30K

0.02%

IFG Advisory, LLC

8.27K

Jun 30, 26

+8.27K

0.02%

TRUIST FINANCIAL CORP

8.27K

Jun 30, 26

+8.27K

0.02%

West Wealth Group, LLC

8.25K

Jun 30, 26

+1.63K

0.02%

Calamos Wealth Management LLC

8.04K

Jun 30, 26

+8.04K

0.02%

Madison Wealth Partners, Inc

8.04K

Jun 30, 26

0.02%

Mount Yale Investment Advisors, LLC

7.84K

Jun 30, 26

+193

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

7.81K

Jun 30, 26

+7.81K

0.02%

Tennessee Valley Asset Management Partners

7.74K

Jun 30, 26

+7.74K

0.02%

Town Capital LLC

7.42K

Jun 30, 26

+7.42K

0.02%

Transcendent Capital Group LLC

7.01K

Jun 30, 26

0.02%

LOCKERMAN FINANCIAL GROUP, INC.

6.77K

Jun 30, 26

+6.77K

0.02%

WILLNER & HELLER, LLC

6.40K

Jun 30, 26

-846

0.02%

Gateway Wealth Partners, LLC

6.28K

Jun 30, 26

-1.90K

0.02%

FIFTH THIRD BANCORP

6.00K

Jun 30, 26

+1.93K

0.02%

Oregon Pacific Wealth Management, LLC

5.97K

Jun 30, 26

+5.97K

0.02%

Estate Counselors, LLC

5.91K

Jun 30, 26

+5.91K

0.02%

Harborfront Financial Group LLC

5.46K

Jun 30, 26

+5.46K

0.01%

IAG Wealth Partners, LLC

4.80K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

4.39K

Jun 30, 26

+4.39K

0.01%

Spire Wealth Management

4.05K

Jun 30, 26

-1.99K

0.01%

SHP Wealth Management

3.88K

Jun 30, 26

-144

0.01%

Global Retirement Partners, LLC

3.10K

Jun 30, 26

+3.10K

0.01%

BANK OF MONTREAL /CAN/

2.67K

Jun 30, 26

+955

0.01%

Rockefeller Capital Management L.P.

2.44K

Jun 30, 26

+2.44K

0.01%

Essential Investment Partners LLC

2.19K

Jun 30, 26

0.01%

Rossby Financial, LCC

1.98K

Jun 30, 26

+727

0.01%

Aptus Capital Advisors, LLC

1.80K

Jun 30, 26

+1.45K

0.00%

AE Wealth Management LLC

1.64K

Jun 30, 26

+381

0.00%

BESSEMER GROUP INC

1.53K

Jun 30, 26

+1.53K

0.00%

Steward Partners Investment Advisory, LLC

1.45K

Jun 30, 26

-10.13K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

1.11K

Jun 30, 26

+1.11K

0.00%

US BANCORP \DE\

1.11K

Jun 30, 26

+1.11K

0.00%

IFP Advisors, Inc

830

Jun 30, 26

+202

0.00%

Qube Research & Technologies Ltd

803

Jun 30, 26

+803

0.00%

Golden State Wealth Management, LLC

680

Jun 30, 26

+13

0.00%

PRIVATE TRUST CO NA

489

Jun 30, 26

+281

0.00%

MCF Advisors LLC

332

Jun 30, 26

+332

0.00%

Ashton Thomas Private Wealth, LLC

330

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

329

Jun 30, 26

+329

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

300

Jun 30, 26

+300

0.00%

Larson Financial Group LLC

300

Jun 30, 26

+300

0.00%

Portfolio Resources Advisor Group, Inc.

281

Jun 30, 26

+126

0.00%

Cornerstone Planning Group LLC

195

Jun 30, 26

-384

0.00%

Signature Equity Partners, LLC

153

Jun 30, 26

+24

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

150

Jun 30, 26

+60

0.00%

Silver Grove Financial Group, Inc.

148

Jun 30, 26

+148

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

116

Jun 30, 26

+116

0.00%

Continuum Advisory, LLC

Jun 30, 26

+92

0.00%

Meramec Financial Planners, LLC

Jun 30, 26

+92

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

-124

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Colonial Trust Co / SC

Jun 30, 26

0.00%

CITADEL ADVISORS LLC

Jun 30, 26

-17.16K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-103

West Branch Capital LLC

Jun 30, 26

-204

EASTERN BANK

Jun 30, 26

-107

MAI Capital Management

Jun 30, 26

-220

Advisory Services Network, LLC

Jun 30, 26

-624

U.S. Capital Wealth Advisors, LLC

262.16K

Mar 31, 26

+1.39K

0.67%

Sunbelt Securities, Inc.

20.85K

Mar 31, 26

+4.28K

0.05%

SIGNET FINANCIAL MANAGEMENT, LLC

9.38K

Mar 31, 26

+999

0.02%

CWM, LLC

121

Mar 31, 26

+51

0.00%

Edge Financial Advisors LLC

13.61K

Dec 31, 25

+13.61K

0.03%

COMERICA BANK

3.95K

Dec 31, 25

-80

0.01%

EWG Elevate Inc.

735.84K

Sep 30, 25

+3.98K

1.88%

Summit X, LLC

17.76K

Jun 30, 25

+7.39K

0.05%

Atria Wealth Solutions, Inc.

16.90K

Jun 30, 25

-7.85K

0.04%

First Horizon Advisors, Inc.

1.21K

Jun 30, 25

+317

0.00%

Orion Portfolio Solutions, LLC

14.41K

Mar 31, 25

+7.72K

0.04%

Maxwell Wealth Strategies Inc.

14.36K

Dec 31, 24

+14.36K

0.04%

BlackRock Inc.

247.00K

Jun 30, 24

-153.00K

0.63%