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

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BALI(BALI)

BALI

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

Institutional Ownership

Top 161 Institutional Holders

Holder	Shares	Date	Change	% Held
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	680.91K	Jun 30, 26	-31.70K	4.67%
Next Level Private LLC	195.80K	Jun 30, 26	+48.34K	1.34%
SHEETS SMITH WEALTH MANAGEMENT	40.09K	Jun 30, 26	+242	0.27%
RDA Financial Network	20.91K	Jun 30, 26	+20.91K	0.14%
EHRLICH FINANCIAL GROUP	19.06K	Jun 30, 26	+7.85K	0.13%
SigFig Wealth Management, LLC	18.86K	Jun 30, 26	+5.95K	0.13%
LifeGoal Wealth Advisors	10.00K	Jun 30, 26	+10.00K	0.07%
Redhawk Wealth Advisors, Inc.	8.95K	Jun 30, 26	+8.95K	0.06%
SeaCrest Wealth Management, LLC	8.83K	Jun 30, 26	+8.83K	0.06%
WILLNER & HELLER, LLC	6.40K	Jun 30, 26	-846	0.04%
CoreCap Advisors, LLC	12	Jun 30, 26	--	0.00%
West Branch Capital LLC	--	Jun 30, 26	-204	--
EASTERN BANK	--	Jun 30, 26	-107	--
FMR LLC	2.29M	Mar 31, 26	+558.93K	15.71%
AMERIPRISE FINANCIAL INC	2.07M	Mar 31, 26	+273.51K	14.20%
ENVESTNET ASSET MANAGEMENT INC	1.86M	Mar 31, 26	+173.00K	12.75%
LPL Financial LLC	1.83M	Mar 31, 26	+152.31K	12.56%
BANK OF AMERICA CORP /DE/	1.21M	Mar 31, 26	+483.37K	8.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	920.85K	Mar 31, 26	+363.18K	6.31%
WELLS FARGO & COMPANY/MN	884.24K	Mar 31, 26	+607.75K	6.06%
Cetera Investment Advisers	639.19K	Mar 31, 26	+53.05K	4.38%
Patriot Financial Group Insurance Agency, LLC	612.70K	Mar 31, 26	+355.25K	4.20%
Vestmark Advisory Solutions, Inc.	524.31K	Mar 31, 26	-3.51K	3.59%
ADVISOR GROUP HOLDINGS, INC.	484.38K	Mar 31, 26	+100.67K	3.32%
JPMORGAN CHASE & CO	451.58K	Mar 31, 26	+144.07K	3.09%
FUKOKU MUTUAL LIFE INSURANCE Co	366.00K	Mar 31, 26	+366.00K	2.51%
MORGAN STANLEY	341.82K	Mar 31, 26	+25.83K	2.34%
COMMONWEALTH EQUITY SERVICES, LLC	308.31K	Mar 31, 26	+17.92K	2.11%
Granite Bay Wealth Management, LLC	307.41K	Mar 31, 26	-5.01K	2.11%
ASSETMARK, INC	272.78K	Mar 31, 26	+3.32K	1.87%
Envestnet Portfolio Solutions, Inc.	271.83K	Mar 31, 26	+49.56K	1.86%
U.S. Capital Wealth Advisors, LLC	262.16K	Mar 31, 26	+1.39K	1.80%
Equitable Holdings, Inc.	182.86K	Mar 31, 26	+48.44K	1.25%
Cornerstone Wealth Group, LLC	178.21K	Mar 31, 26	+166.54K	1.22%
DIVERSIFY WEALTH MANAGEMENT, LLC	169.90K	Mar 31, 26	+88.13K	1.16%
MML INVESTORS SERVICES, LLC	156.24K	Mar 31, 26	+4.19K	1.07%
Sanctuary Advisors, LLC	122.86K	Mar 31, 26	+7.33K	0.84%
UBS ASSET MANAGEMENT AMERICAS INC	105.45K	Mar 31, 26	+105.45K	0.72%
HighTower Advisors, LLC	102.63K	Mar 31, 26	-2.94K	0.70%
JB Capital LLC	100.03K	Mar 31, 26	+14.57K	0.69%
INDEPENDENT FINANCIAL GROUP, LLC	96.16K	Mar 31, 26	+14.34K	0.66%
United Advisor Group, LLC	94.81K	Mar 31, 26	+22.32K	0.65%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	91.81K	Mar 31, 26	+60.97K	0.63%
Sovran Advisors, LLC	87.87K	Mar 31, 26	+24.99K	0.60%
Triad Wealth Partners, LLC	87.43K	Mar 31, 26	+20.13K	0.60%
Semus Wealth Partners LLC	86.19K	Mar 31, 26	+2.29K	0.59%
PARK AVENUE SECURITIES LLC	83.31K	Mar 31, 26	+8.66K	0.57%
CreativeOne Wealth, LLC	79.62K	Mar 31, 26	+3.57K	0.55%
DRIVE WEALTH MANAGEMENT, LLC	77.73K	Mar 31, 26	+13.27K	0.53%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	71.25K	Mar 31, 26	+8.31K	0.49%
Founders Financial Alliance, LLC	64.95K	Mar 31, 26	+53.45K	0.44%
BEACON FINANCIAL GROUP	61.28K	Mar 31, 26	+429	0.42%
Kelly Financial Services LLC	58.48K	Mar 31, 26	+4.70K	0.40%
Flagship Private Wealth, LLC	58.44K	Mar 31, 26	+24.23K	0.40%
FIRST HORIZON CORP	54.55K	Mar 31, 26	+54.55K	0.37%
Confluence Wealth Services, Inc.	54.49K	Mar 31, 26	+18.08K	0.37%
Stratos Wealth Partners, LTD.	51.45K	Mar 31, 26	+11.91K	0.35%
Cerity Partners LLC	46.68K	Mar 31, 26	+46.68K	0.32%
Gotham Asset Management, LLC	46.14K	Mar 31, 26	--	0.32%
Private Advisor Group, LLC	45.08K	Mar 31, 26	+9.72K	0.31%
Sequoia Financial Advisors, LLC	41.00K	Mar 31, 26	+3.19K	0.28%
Brinker Capital Investments, LLC	37.85K	Mar 31, 26	-9.17K	0.26%
ShoreHaven Wealth Partners, LLC	36.11K	Mar 31, 26	-289	0.25%
Integrated Wealth Concepts LLC	33.22K	Mar 31, 26	+9.37K	0.23%
Arkadios Wealth Advisors	30.79K	Mar 31, 26	+9.57K	0.21%
Invst, LLC	28.40K	Mar 31, 26	+469	0.19%
BlackRock, Inc.	28.01K	Mar 31, 26	+173	0.19%
Snowden Capital Advisors LLC	27.75K	Mar 31, 26	+1.18K	0.19%
Concurrent Investment Advisors, LLC	26.80K	Mar 31, 26	+26.80K	0.18%
Gladstone Institutional Advisory LLC	25.95K	Mar 31, 26	+707	0.18%
Quadrant Private Wealth Management, LLC	25.65K	Mar 31, 26	+1.91K	0.18%
Sunbelt Securities, Inc.	20.85K	Mar 31, 26	+4.28K	0.14%
Dynasty Wealth Management, LLC	19.64K	Mar 31, 26	+19.64K	0.13%
Integrated Advisors Network LLC	19.36K	Mar 31, 26	+3.58K	0.13%
Detalus Advisors, LLC	18.49K	Mar 31, 26	+798	0.13%
MGO ONE SEVEN LLC	18.01K	Mar 31, 26	+737	0.12%
Perennial Investment Advisors, LLC	17.63K	Mar 31, 26	+17.63K	0.12%
Synergy Investment Management, LLC	17.52K	Mar 31, 26	+2.74K	0.12%
CITADEL ADVISORS LLC	17.16K	Mar 31, 26	+17.16K	0.12%
Clarity Wealth Advisors, LLC	17.00K	Mar 31, 26	+17.00K	0.12%
Skyline Advisors, Inc.	16.81K	Mar 31, 26	+16.81K	0.12%
Wealth Quarterback LLC	16.71K	Mar 31, 26	-3.48K	0.11%
Mariner, LLC	15.63K	Mar 31, 26	+15.63K	0.11%
Embree Financial Group	14.90K	Mar 31, 26	+3.77K	0.10%
Avantra Family Wealth, Inc.	14.58K	Mar 31, 26	+1.72K	0.10%
Per Stirling Capital Management, LLC.	14.45K	Mar 31, 26	+1.84K	0.10%
Resources Investment Advisors, LLC.	14.31K	Mar 31, 26	+3.00K	0.10%
NorthRock Partners, LLC	14.05K	Mar 31, 26	-575	0.10%
HARBOUR INVESTMENTS, INC.	13.65K	Mar 31, 26	+5	0.09%
Creative Planning	13.34K	Mar 31, 26	--	0.09%
Icon Wealth Advisors, LLC	12.90K	Mar 31, 26	+12.90K	0.09%
RAYMOND JAMES FINANCIAL INC	12.69K	Mar 31, 26	+12.69K	0.09%
GeoWealth Management, LLC	12.21K	Mar 31, 26	+88	0.08%
Onyx Bridge Wealth Group LLC	12.07K	Mar 31, 26	+224	0.08%
Steward Partners Investment Advisory, LLC	11.57K	Mar 31, 26	+781	0.08%
NewEdge Advisors, LLC	11.17K	Mar 31, 26	+148	0.08%
Cambridge Investment Research Advisors, Inc.	11.06K	Mar 31, 26	-846	0.08%
J.W. COLE ADVISORS, INC.	10.94K	Mar 31, 26	-21	0.07%
Strategic Blueprint, LLC	10.77K	Mar 31, 26	-265	0.07%
SAGESPRING WEALTH PARTNERS, LLC	10.75K	Mar 31, 26	+10.75K	0.07%
Janney Montgomery Scott LLC	10.45K	Mar 31, 26	+2.29K	0.07%
Security Financial Services, INC.	10.45K	Mar 31, 26	+766	0.07%
Pensionmark Financial Group, LLC	9.74K	Mar 31, 26	+108	0.07%
SIGNET FINANCIAL MANAGEMENT, LLC	9.38K	Mar 31, 26	+999	0.06%
Atlas Private Wealth Advisors	8.75K	Mar 31, 26	+8.75K	0.06%
Gateway Wealth Partners, LLC	8.17K	Mar 31, 26	+8.17K	0.06%
Madison Wealth Partners, Inc	8.04K	Mar 31, 26	-216	0.06%
Mount Yale Investment Advisors, LLC	7.64K	Mar 31, 26	+7.64K	0.05%
Fortis Advisors, LLC	7.54K	Mar 31, 26	+7.54K	0.05%
VALICENTI ADVISORY SERVICES INC	7.45K	Mar 31, 26	+7.45K	0.05%
Transamerica Financial Advisors, Inc.	7.18K	Mar 31, 26	+2.79K	0.05%
Transcendent Capital Group LLC	7.01K	Mar 31, 26	+7.01K	0.05%
Ausdal Financial Partners, Inc.	6.82K	Mar 31, 26	+19	0.05%
West Wealth Group, LLC	6.62K	Mar 31, 26	-134	0.05%
Spire Wealth Management	6.04K	Mar 31, 26	+3.21K	0.04%
SRS Capital Advisors, Inc.	5.12K	Mar 31, 26	-12.91K	0.04%
IAG Wealth Partners, LLC	4.80K	Mar 31, 26	+4.80K	0.03%
FIFTH THIRD BANCORP	4.07K	Mar 31, 26	+4.07K	0.03%
BANK OF MONTREAL /CAN/	1.72K	Mar 31, 26	+1.72K	0.01%
AE Wealth Management LLC	1.26K	Mar 31, 26	+247	0.01%
Rossby Financial, LCC	1.26K	Mar 31, 26	+955	0.01%
Golden State Wealth Management, LLC	667	Mar 31, 26	+16	0.00%
IFP Advisors, Inc	628	Mar 31, 26	-156	0.00%
Advisory Services Network, LLC	624	Mar 31, 26	+624	0.00%
Cornerstone Planning Group LLC	579	Mar 31, 26	+579	0.00%
ROYAL BANK OF CANADA	446	Mar 31, 26	+50	0.00%
Aptus Capital Advisors, LLC	352	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	330	Mar 31, 26	+330	0.00%
MAI Capital Management	220	Mar 31, 26	-150	0.00%
PRIVATE TRUST CO NA	208	Mar 31, 26	--	0.00%
UBS Group AG	150	Mar 31, 26	+45	0.00%
CWM, LLC	121	Mar 31, 26	+51	0.00%
JONES FINANCIAL COMPANIES LLLP	103	Mar 31, 26	+103	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	90	Mar 31, 26	+90	0.00%
HANTZ FINANCIAL SERVICES, INC.	17	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	10	Mar 31, 26	+10	0.00%
TRUIST FINANCIAL CORP	--	Mar 31, 26	-6.38K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-109.40K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-29.09K	--
IFG Advisory, LLC	--	Mar 31, 26	-6.90K	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-706	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-3.01K	--
National Wealth Management Group, LLC	--	Mar 31, 26	-7.53K	--
Farther Finance Advisors, LLC	--	Mar 31, 26	-332	--
Hilltop Holdings Inc.	--	Mar 31, 26	-6.83K	--
Johnson Financial Group, Inc.	--	Mar 31, 26	-1.50K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-7.72K	--
Clear Creek Financial Management, LLC	--	Mar 31, 26	-6.40K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-102.68K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Mar 31, 26	-81	--
Edge Financial Advisors LLC	13.61K	Dec 31, 25	+13.61K	0.09%
COMERICA BANK	3.95K	Dec 31, 25	-80	0.03%
Global Retirement Partners, LLC	2.25K	Dec 31, 25	-121	0.02%
SageView Advisory Group, LLC	1.13K	Dec 31, 25	+1.13K	0.01%
EWG Elevate Inc.	735.84K	Sep 30, 25	+3.98K	5.04%
Summit X, LLC	17.76K	Jun 30, 25	+7.39K	0.12%
Atria Wealth Solutions, Inc.	16.90K	Jun 30, 25	-7.85K	0.12%
First Horizon Advisors, Inc.	1.21K	Jun 30, 25	+317	0.01%
Orion Portfolio Solutions, LLC	14.41K	Mar 31, 25	+7.72K	0.10%
Maxwell Wealth Strategies Inc.	14.36K	Dec 31, 24	+14.36K	0.10%
BlackRock Inc.	247.00K	Jun 30, 24	-153.00K	1.69%

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Holder

Date

Change

% Held

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

680.91K

Jun 30, 26

-31.70K

4.67%

Next Level Private LLC

195.80K

Jun 30, 26

+48.34K

1.34%

SHEETS SMITH WEALTH MANAGEMENT

40.09K

Jun 30, 26

+242

0.27%

RDA Financial Network

20.91K

Jun 30, 26

+20.91K

0.14%

EHRLICH FINANCIAL GROUP

19.06K

Jun 30, 26

+7.85K

0.13%

SigFig Wealth Management, LLC

18.86K

Jun 30, 26

+5.95K

0.13%

LifeGoal Wealth Advisors

10.00K

Jun 30, 26

+10.00K

0.07%

Redhawk Wealth Advisors, Inc.

8.95K

Jun 30, 26

+8.95K

0.06%

SeaCrest Wealth Management, LLC

8.83K

Jun 30, 26

+8.83K

0.06%

WILLNER & HELLER, LLC

6.40K

Jun 30, 26

-846

0.04%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

West Branch Capital LLC

Jun 30, 26

-204

EASTERN BANK

Jun 30, 26

-107

FMR LLC

2.29M

Mar 31, 26

+558.93K

15.71%

AMERIPRISE FINANCIAL INC

2.07M

Mar 31, 26

+273.51K

14.20%

ENVESTNET ASSET MANAGEMENT INC

1.86M

Mar 31, 26

+173.00K

12.75%

LPL Financial LLC

1.83M

Mar 31, 26

+152.31K

12.56%

BANK OF AMERICA CORP /DE/

1.21M

Mar 31, 26

+483.37K

8.31%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

920.85K

Mar 31, 26

+363.18K

6.31%

WELLS FARGO & COMPANY/MN

884.24K

Mar 31, 26

+607.75K

6.06%

Cetera Investment Advisers

639.19K

Mar 31, 26

+53.05K

4.38%

Patriot Financial Group Insurance Agency, LLC

612.70K

Mar 31, 26

+355.25K

4.20%

Vestmark Advisory Solutions, Inc.

524.31K

Mar 31, 26

-3.51K

3.59%

ADVISOR GROUP HOLDINGS, INC.

484.38K

Mar 31, 26

+100.67K

3.32%

JPMORGAN CHASE & CO

451.58K

Mar 31, 26

+144.07K

3.09%

FUKOKU MUTUAL LIFE INSURANCE Co

366.00K

Mar 31, 26

+366.00K

2.51%

MORGAN STANLEY

341.82K

Mar 31, 26

+25.83K

2.34%

COMMONWEALTH EQUITY SERVICES, LLC

308.31K

Mar 31, 26

+17.92K

2.11%

Granite Bay Wealth Management, LLC

307.41K

Mar 31, 26

-5.01K

2.11%

ASSETMARK, INC

272.78K

Mar 31, 26

+3.32K

1.87%

Envestnet Portfolio Solutions, Inc.

271.83K

Mar 31, 26

+49.56K

1.86%

U.S. Capital Wealth Advisors, LLC

262.16K

Mar 31, 26

+1.39K

1.80%

Equitable Holdings, Inc.

182.86K

Mar 31, 26

+48.44K

1.25%

Cornerstone Wealth Group, LLC

178.21K

Mar 31, 26

+166.54K

1.22%

DIVERSIFY WEALTH MANAGEMENT, LLC

169.90K

Mar 31, 26

+88.13K

1.16%

MML INVESTORS SERVICES, LLC

156.24K

Mar 31, 26

+4.19K

1.07%

Sanctuary Advisors, LLC

122.86K

Mar 31, 26

+7.33K

0.84%

UBS ASSET MANAGEMENT AMERICAS INC

105.45K

Mar 31, 26

+105.45K

0.72%

HighTower Advisors, LLC

102.63K

Mar 31, 26

-2.94K

0.70%

JB Capital LLC

100.03K

Mar 31, 26

+14.57K

0.69%

INDEPENDENT FINANCIAL GROUP, LLC

96.16K

Mar 31, 26

+14.34K

0.66%

United Advisor Group, LLC

94.81K

Mar 31, 26

+22.32K

0.65%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

91.81K

Mar 31, 26

+60.97K

0.63%

Sovran Advisors, LLC

87.87K

Mar 31, 26

+24.99K

0.60%

Triad Wealth Partners, LLC

87.43K

Mar 31, 26

+20.13K

0.60%

Semus Wealth Partners LLC

86.19K

Mar 31, 26

+2.29K

0.59%

PARK AVENUE SECURITIES LLC

83.31K

Mar 31, 26

+8.66K

0.57%

CreativeOne Wealth, LLC

79.62K

Mar 31, 26

+3.57K

0.55%

DRIVE WEALTH MANAGEMENT, LLC

77.73K

Mar 31, 26

+13.27K

0.53%

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

71.25K

Mar 31, 26

+8.31K

0.49%

Founders Financial Alliance, LLC

64.95K

Mar 31, 26

+53.45K

0.44%

BEACON FINANCIAL GROUP

61.28K

Mar 31, 26

+429

0.42%

Kelly Financial Services LLC

58.48K

Mar 31, 26

+4.70K

0.40%

Flagship Private Wealth, LLC

58.44K

Mar 31, 26

+24.23K

0.40%

FIRST HORIZON CORP

54.55K

Mar 31, 26

+54.55K

0.37%

Confluence Wealth Services, Inc.

54.49K

Mar 31, 26

+18.08K

0.37%

Stratos Wealth Partners, LTD.

51.45K

Mar 31, 26

+11.91K

0.35%

Cerity Partners LLC

46.68K

Mar 31, 26

+46.68K

0.32%

Gotham Asset Management, LLC

46.14K

Mar 31, 26

0.32%

Private Advisor Group, LLC

45.08K

Mar 31, 26

+9.72K

0.31%

Sequoia Financial Advisors, LLC

41.00K

Mar 31, 26

+3.19K

0.28%

Brinker Capital Investments, LLC

37.85K

Mar 31, 26

-9.17K

0.26%

ShoreHaven Wealth Partners, LLC

36.11K

Mar 31, 26

-289

0.25%

Integrated Wealth Concepts LLC

33.22K

Mar 31, 26

+9.37K

0.23%

Arkadios Wealth Advisors

30.79K

Mar 31, 26

+9.57K

0.21%

Invst, LLC

28.40K

Mar 31, 26

+469

0.19%

BlackRock, Inc.

28.01K

Mar 31, 26

+173

0.19%

Snowden Capital Advisors LLC

27.75K

Mar 31, 26

+1.18K

0.19%

Concurrent Investment Advisors, LLC

26.80K

Mar 31, 26

+26.80K

0.18%

Gladstone Institutional Advisory LLC

25.95K

Mar 31, 26

+707

0.18%

Quadrant Private Wealth Management, LLC

25.65K

Mar 31, 26

+1.91K

0.18%

Sunbelt Securities, Inc.

20.85K

Mar 31, 26

+4.28K

0.14%

Dynasty Wealth Management, LLC

19.64K

Mar 31, 26

+19.64K

0.13%

Integrated Advisors Network LLC

19.36K

Mar 31, 26

+3.58K

0.13%

Detalus Advisors, LLC

18.49K

Mar 31, 26

+798

0.13%

MGO ONE SEVEN LLC

18.01K

Mar 31, 26

+737

0.12%

Perennial Investment Advisors, LLC

17.63K

Mar 31, 26

+17.63K

0.12%

Synergy Investment Management, LLC

17.52K

Mar 31, 26

+2.74K

0.12%

CITADEL ADVISORS LLC

17.16K

Mar 31, 26

+17.16K

0.12%

Clarity Wealth Advisors, LLC

17.00K

Mar 31, 26

+17.00K

0.12%

Skyline Advisors, Inc.

16.81K

Mar 31, 26

+16.81K

0.12%

Wealth Quarterback LLC

16.71K

Mar 31, 26

-3.48K

0.11%

Mariner, LLC

15.63K

Mar 31, 26

+15.63K

0.11%

Embree Financial Group

14.90K

Mar 31, 26

+3.77K

0.10%

Avantra Family Wealth, Inc.

14.58K

Mar 31, 26

+1.72K

0.10%

Per Stirling Capital Management, LLC.

14.45K

Mar 31, 26

+1.84K

0.10%

Resources Investment Advisors, LLC.

14.31K

Mar 31, 26

+3.00K

0.10%

NorthRock Partners, LLC

14.05K

Mar 31, 26

-575

0.10%

HARBOUR INVESTMENTS, INC.

13.65K

Mar 31, 26

0.09%

Creative Planning

13.34K

Mar 31, 26

0.09%

Icon Wealth Advisors, LLC

12.90K

Mar 31, 26

+12.90K

0.09%

RAYMOND JAMES FINANCIAL INC

12.69K

Mar 31, 26

+12.69K

0.09%

GeoWealth Management, LLC

12.21K

Mar 31, 26

+88

0.08%

Onyx Bridge Wealth Group LLC

12.07K

Mar 31, 26

+224

0.08%

Steward Partners Investment Advisory, LLC

11.57K

Mar 31, 26

+781

0.08%

NewEdge Advisors, LLC

11.17K

Mar 31, 26

+148

0.08%

Cambridge Investment Research Advisors, Inc.

11.06K

Mar 31, 26

-846

0.08%

J.W. COLE ADVISORS, INC.

10.94K

Mar 31, 26

-21

0.07%

Strategic Blueprint, LLC

10.77K

Mar 31, 26

-265

0.07%

SAGESPRING WEALTH PARTNERS, LLC

10.75K

Mar 31, 26

+10.75K

0.07%

Janney Montgomery Scott LLC

10.45K

Mar 31, 26

+2.29K

0.07%

Security Financial Services, INC.

10.45K

Mar 31, 26

+766

0.07%

Pensionmark Financial Group, LLC

9.74K

Mar 31, 26

+108

0.07%

SIGNET FINANCIAL MANAGEMENT, LLC

9.38K

Mar 31, 26

+999

0.06%

Atlas Private Wealth Advisors

8.75K

Mar 31, 26

+8.75K

0.06%

Gateway Wealth Partners, LLC

8.17K

Mar 31, 26

+8.17K

0.06%

Madison Wealth Partners, Inc

8.04K

Mar 31, 26

-216

0.06%

Mount Yale Investment Advisors, LLC

7.64K

Mar 31, 26

+7.64K

0.05%

Fortis Advisors, LLC

7.54K

Mar 31, 26

+7.54K

0.05%

VALICENTI ADVISORY SERVICES INC

7.45K

Mar 31, 26

+7.45K

0.05%

Transamerica Financial Advisors, Inc.

7.18K

Mar 31, 26

+2.79K

0.05%

Transcendent Capital Group LLC

7.01K

Mar 31, 26

+7.01K

0.05%

Ausdal Financial Partners, Inc.

6.82K

Mar 31, 26

+19

0.05%

West Wealth Group, LLC

6.62K

Mar 31, 26

-134

0.05%

Spire Wealth Management

6.04K

Mar 31, 26

+3.21K

0.04%

SRS Capital Advisors, Inc.

5.12K

Mar 31, 26

-12.91K

0.04%

IAG Wealth Partners, LLC

4.80K

Mar 31, 26

+4.80K

0.03%

FIFTH THIRD BANCORP

4.07K

Mar 31, 26

+4.07K

0.03%

BANK OF MONTREAL /CAN/

1.72K

Mar 31, 26

+1.72K

0.01%

AE Wealth Management LLC

1.26K

Mar 31, 26

+247

0.01%

Rossby Financial, LCC

1.26K

Mar 31, 26

+955

0.01%

Golden State Wealth Management, LLC

667

Mar 31, 26

+16

0.00%

IFP Advisors, Inc

628

Mar 31, 26

-156

0.00%

Advisory Services Network, LLC

624

Mar 31, 26

+624

0.00%

Cornerstone Planning Group LLC

579

Mar 31, 26

+579

0.00%

ROYAL BANK OF CANADA

446

Mar 31, 26

+50

0.00%

Aptus Capital Advisors, LLC

352

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

330

Mar 31, 26

+330

0.00%

MAI Capital Management

220

Mar 31, 26

-150

0.00%

PRIVATE TRUST CO NA

208

Mar 31, 26

0.00%

UBS Group AG

150

Mar 31, 26

+45

0.00%

CWM, LLC

121

Mar 31, 26

+51

0.00%

JONES FINANCIAL COMPANIES LLLP

103

Mar 31, 26

+103

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

+90

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

+10

0.00%

TRUIST FINANCIAL CORP

Mar 31, 26

-6.38K

Diversify Advisory Services, LLC

Mar 31, 26

-109.40K

OLD MISSION CAPITAL LLC

Mar 31, 26

-29.09K

IFG Advisory, LLC

Mar 31, 26

-6.90K

Rockefeller Capital Management L.P.

Mar 31, 26

-706

Kestra Advisory Services, LLC

Mar 31, 26

-3.01K

National Wealth Management Group, LLC

Mar 31, 26

-7.53K

Farther Finance Advisors, LLC

Mar 31, 26

-332

Hilltop Holdings Inc.

Mar 31, 26

-6.83K

Johnson Financial Group, Inc.

Mar 31, 26

-1.50K

JANE STREET GROUP, LLC

Mar 31, 26

-7.72K

Clear Creek Financial Management, LLC

Mar 31, 26

-6.40K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-102.68K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-81

Edge Financial Advisors LLC

13.61K

Dec 31, 25

+13.61K

0.09%

COMERICA BANK

3.95K

Dec 31, 25

-80

0.03%

Global Retirement Partners, LLC

2.25K

Dec 31, 25

-121

0.02%

SageView Advisory Group, LLC

1.13K

Dec 31, 25

+1.13K

0.01%

EWG Elevate Inc.

735.84K

Sep 30, 25

+3.98K

5.04%

Summit X, LLC

17.76K

Jun 30, 25

+7.39K

0.12%

Atria Wealth Solutions, Inc.

16.90K

Jun 30, 25

-7.85K

0.12%

First Horizon Advisors, Inc.

1.21K

Jun 30, 25

+317

0.01%

Orion Portfolio Solutions, LLC

14.41K

Mar 31, 25

+7.72K

0.10%

Maxwell Wealth Strategies Inc.

14.36K

Dec 31, 24

+14.36K

0.10%

BlackRock Inc.

247.00K

Jun 30, 24

-153.00K

1.69%