iShares Dynamic Equity Active ETF(BDYN)

$28.29—Stale · unknown old

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iShares Dynamic Equity Active ETF(BDYN)

NASDAQ • Last print unknown ago

$28.29—Stale · unknown old

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BDYN(BDYN)

BDYN

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

Institutional Ownership

Top 136 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	55.77M	Jun 30, 26	+1.25M	51.32%
LPL Financial LLC	20.60M	Jun 30, 26	+1.87M	18.96%
MML INVESTORS SERVICES, LLC	12.46M	Jun 30, 26	+2.08M	11.47%
WELLS FARGO & COMPANY/MN	9.11M	Jun 30, 26	+2.98M	8.38%
JPMORGAN CHASE & CO	5.53M	Jun 30, 26	-80.27K	5.09%
Cetera Investment Advisers	4.21M	Jun 30, 26	+195.04K	3.88%
PARK AVENUE SECURITIES LLC	4.00M	Jun 30, 26	+198.80K	3.68%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.14M	Jun 30, 26	-43.47K	2.89%
Envestnet Portfolio Solutions, Inc.	1.15M	Jun 30, 26	+43.69K	1.06%
WBH ADVISORY INC	1.06M	Jun 30, 26	+10.20K	0.98%
NorthRock Partners, LLC	1.03M	Jun 30, 26	-63.91K	0.95%
Sequoia Financial Advisors, LLC	929.68K	Jun 30, 26	+6.40K	0.86%
Keystone Global Partners, LLC	686.81K	Jun 30, 26	-26.79K	0.63%
Sanctuary Advisors, LLC	639.38K	Jun 30, 26	+19.84K	0.59%
Waverly Advisors, LLC	473.25K	Jun 30, 26	+15.16K	0.44%
Pensionmark Financial Group, LLC	466.67K	Jun 30, 26	+2.25K	0.43%
Invst, LLC	408.88K	Jun 30, 26	-1.78K	0.38%
Integrated Wealth Concepts LLC	362.35K	Jun 30, 26	+8.67K	0.33%
Regal Investment Advisors LLC	294.90K	Jun 30, 26	+31.85K	0.27%
Beacon Bridge Wealth Partners, LLC	255.23K	Jun 30, 26	+433	0.23%
GeoWealth Management, LLC	242.19K	Jun 30, 26	-23.62K	0.22%
Advisory Solutions Group, LLC	236.07K	Jun 30, 26	+236.07K	0.22%
Brinker Capital Investments, LLC	209.00K	Jun 30, 26	+37.45K	0.19%
SILVERLAKE WEALTH MANAGEMENT LLC	184.68K	Jun 30, 26	-4.69K	0.17%
ADVISOR GROUP HOLDINGS, INC.	178.56K	Jun 30, 26	-11.26K	0.16%
Payne Capital LLC	172.61K	Jun 30, 26	--	0.16%
Legacy Wealth Managment, LLC/ID	161.89K	Jun 30, 26	+161.89K	0.15%
Cambridge Investment Research Advisors, Inc.	121.80K	Jun 30, 26	-42.44K	0.11%
Strategic Blueprint, LLC	119.25K	Jun 30, 26	+1.35K	0.11%
RDA Financial Network	113.17K	Jun 30, 26	+6.07K	0.10%
WEALTHGARDEN F.S. LLC	109.65K	Jun 30, 26	-54.39K	0.10%
Transamerica Financial Advisors, Inc.	107.05K	Jun 30, 26	+10.74K	0.10%
B. Riley Wealth Advisors, Inc.	95.76K	Jun 30, 26	+38.83K	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	89.37K	Jun 30, 26	-4.64K	0.08%
Advisory Services Network, LLC	78.10K	Jun 30, 26	+7.13K	0.07%
GWN SECURITIES INC.	77.03K	Jun 30, 26	+7.28K	0.07%
Stonebrook Private Inc.	74.41K	Jun 30, 26	+4.03K	0.07%
Frisch Financial Group, Inc.	68.65K	Jun 30, 26	+33.53K	0.06%
JANE STREET GROUP, LLC	68.60K	Jun 30, 26	+68.60K	0.06%
Two West Capital Advisors LLC	67.78K	Jun 30, 26	+1.74K	0.06%
Claro Advisors LLC	59.74K	Jun 30, 26	-3.39K	0.05%
LongView Wealth Management	57.95K	Jun 30, 26	+3.93K	0.05%
RESOLUTE WEALTH ADVISOR, INC.	57.88K	Jun 30, 26	--	0.05%
Advyzon Investment Management, LLC	56.55K	Jun 30, 26	+1.79K	0.05%
Vantus Wealth LLC	55.26K	Jun 30, 26	+55.26K	0.05%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	55.18K	Jun 30, 26	+5.03K	0.05%
OneAscent Family Office, LLC	49.72K	Jun 30, 26	-22.11K	0.05%
Aptus Capital Advisors, LLC	47.09K	Jun 30, 26	-315	0.04%
CPWA, LLC	44.40K	Jun 30, 26	+867	0.04%
Vise Technologies, Inc.	41.17K	Jun 30, 26	+41.17K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	41.17K	Jun 30, 26	-663	0.04%
Milestone Asset Management Group, LLC	40.90K	Jun 30, 26	-685	0.04%
Eqis Capital Management, Inc.	39.97K	Jun 30, 26	-419	0.04%
OneAscent Financial Services LLC	38.35K	Jun 30, 26	--	0.04%
Vertex Planning Partners, LLC	37.50K	Jun 30, 26	+875	0.03%
Fortis Advisors, LLC	36.99K	Jun 30, 26	+1.40K	0.03%
IFG Advisory, LLC	36.58K	Jun 30, 26	+36.58K	0.03%
Private Advisor Group, LLC	35.99K	Jun 30, 26	+1.91K	0.03%
AMERIPRISE FINANCIAL INC	34.08K	Jun 30, 26	-9.36K	0.03%
Advisors Capital Management, LLC	32.26K	Jun 30, 26	+12.81K	0.03%
Aegis Wealth Management, Inc.	31.16K	Jun 30, 26	+10.74K	0.03%
WCG Wealth Advisors LLC	29.92K	Jun 30, 26	-6.48K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.92K	Jun 30, 26	+18.59K	0.03%
MSH Capital Advisors LLC	28.48K	Jun 30, 26	+392	0.03%
Ausdal Financial Partners, Inc.	27.53K	Jun 30, 26	-10.28K	0.03%
Legacy Edge Advisors, LLC	25.79K	Jun 30, 26	-1.35K	0.02%
Catalytic Wealth RIA, LLC	25.08K	Jun 30, 26	-14.70K	0.02%
StoneX Group Inc.	24.75K	Jun 30, 26	+24.75K	0.02%
Financial Sense Advisors, Inc.	24.35K	Jun 30, 26	-2.95K	0.02%
Merit Financial Group, LLC	23.90K	Jun 30, 26	+11	0.02%
RAYMOND JAMES FINANCIAL INC	23.21K	Jun 30, 26	+5.66K	0.02%
Prospera Financial Services Inc	23.15K	Jun 30, 26	+7.27K	0.02%
Magnus Financial Group LLC	23.00K	Jun 30, 26	-19.36K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	21.70K	Jun 30, 26	+3.80K	0.02%
IHT Wealth Management, LLC	21.58K	Jun 30, 26	-3.09K	0.02%
Windsor Advisory Group, LLC	20.21K	Jun 30, 26	-394	0.02%
Resurgent Financial Advisors LLC	19.62K	Jun 30, 26	-305	0.02%
NWAM LLC	19.12K	Jun 30, 26	+386	0.02%
ONE WEALTH CAPITAL MANAGEMENT, LLC	18.84K	Jun 30, 26	+6.96K	0.02%
Equitable Holdings, Inc.	18.73K	Jun 30, 26	-430	0.02%
Archer Investment Management, LLC	18.66K	Jun 30, 26	-570	0.02%
Atria Investments, Inc	18.46K	Jun 30, 26	+18.46K	0.02%
SeaCrest Wealth Management, LLC	18.07K	Jun 30, 26	+1.57K	0.02%
PRIVATE TRUST CO NA	17.45K	Jun 30, 26	+8.05K	0.02%
Elevation Wealth Management LLC	16.84K	Jun 30, 26	-1.77K	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	16.44K	Jun 30, 26	--	0.02%
Elevated Financial Group LLC	15.11K	Jun 30, 26	-18.93K	0.01%
QRG CAPITAL MANAGEMENT, INC.	15.09K	Jun 30, 26	-158	0.01%
Valmark Advisers, Inc.	14.73K	Jun 30, 26	--	0.01%
Kestra Investment Management, LLC	14.28K	Jun 30, 26	-5.91K	0.01%
FMR LLC	14.11K	Jun 30, 26	-4.65K	0.01%
Wealthspire Advisors, LLC	13.55K	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	11.68K	Jun 30, 26	--	0.01%
Sowell Financial Services LLC	11.28K	Jun 30, 26	+473	0.01%
FIFTH THIRD BANCORP	11.25K	Jun 30, 26	+11.25K	0.01%
BlackRock, Inc.	10.79K	Jun 30, 26	-1.13K	0.01%
Avantra Family Wealth, Inc.	9.92K	Jun 30, 26	--	0.01%
Sovran Advisors, LLC	9.62K	Jun 30, 26	+259	0.01%
ONE Advisory Partners, LLC	9.36K	Jun 30, 26	-54	0.01%
Price Financial Group Wealth Management, Inc	9.18K	Jun 30, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.13K	Jun 30, 26	-959	0.01%
Global Retirement Partners, LLC	9.10K	Jun 30, 26	+9.10K	0.01%
FIDUCIARY FAMILY OFFICE, LLC	8.90K	Jun 30, 26	-6.70K	0.01%
Aries Wealth Management	8.59K	Jun 30, 26	--	0.01%
Continuum Advisory, LLC	8.44K	Jun 30, 26	+8.44K	0.01%
ASSETMARK, INC	8.17K	Jun 30, 26	+1.65K	0.01%
BANK OF MONTREAL /CAN/	7.68K	Jun 30, 26	--	0.01%
Modern Wealth Management, LLC	7.45K	Jun 30, 26	+7.45K	0.01%
J.W. COLE ADVISORS, INC.	7.32K	Jun 30, 26	+7.32K	0.01%
Park Place Capital Corp	4.97K	Jun 30, 26	-284	0.00%
Allworth Financial LP	4.32K	Jun 30, 26	+4.32K	0.00%
AMERIFLEX GROUP, INC.	4.03K	Jun 30, 26	-316	0.00%
MORGAN STANLEY	3.87K	Jun 30, 26	-15.10K	0.00%
Signature Equity Partners, LLC	3.39K	Jun 30, 26	-196	0.00%
ROYAL BANK OF CANADA	3.13K	Jun 30, 26	-262	0.00%
Orion Capital Management LLC	3.08K	Jun 30, 26	+3.08K	0.00%
Wellington Grp LLC	2.43K	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	1.62K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.04K	Jun 30, 26	+992	0.00%
Farther Finance Advisors, LLC	966	Jun 30, 26	+966	0.00%
NewEdge Advisors, LLC	871	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	625	Jun 30, 26	+625	0.00%
Golden State Wealth Management, LLC	460	Jun 30, 26	+460	0.00%
WealthShield Partners, LLC	335	Jun 30, 26	+10	0.00%
FIDUCIARY FINANCIAL ADVISORS	298	Jun 30, 26	+298	0.00%
Rockefeller Capital Management L.P.	--	Jun 30, 26	-120.61K	--
AE Wealth Management LLC	--	Jun 30, 26	-51	--
Kestra Advisory Services, LLC	--	Jun 30, 26	-13.35K	--
Cadia Private Client LLC	--	Jun 30, 26	-11.83K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-3.24K	--
Vision Retirement, LLC	--	Jun 30, 26	-1.19K	--
Richmond Investment Services, LLC	--	Jun 30, 26	-34.37K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-1	--
Sunbelt Securities, Inc.	36.23K	Mar 31, 26	+4.56K	0.03%
CWM, LLC	704	Mar 31, 26	--	0.00%
Vantage Financial Partners, LLC	22.36K	Dec 31, 25	-808	0.02%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

55.77M

Jun 30, 26

+1.25M

51.32%

LPL Financial LLC

20.60M

Jun 30, 26

+1.87M

18.96%

MML INVESTORS SERVICES, LLC

12.46M

Jun 30, 26

+2.08M

11.47%

WELLS FARGO & COMPANY/MN

9.11M

Jun 30, 26

+2.98M

8.38%

JPMORGAN CHASE & CO

5.53M

Jun 30, 26

-80.27K

5.09%

Cetera Investment Advisers

4.21M

Jun 30, 26

+195.04K

3.88%

PARK AVENUE SECURITIES LLC

4.00M

Jun 30, 26

+198.80K

3.68%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.14M

Jun 30, 26

-43.47K

2.89%

Envestnet Portfolio Solutions, Inc.

1.15M

Jun 30, 26

+43.69K

1.06%

WBH ADVISORY INC

1.06M

Jun 30, 26

+10.20K

0.98%

NorthRock Partners, LLC

1.03M

Jun 30, 26

-63.91K

0.95%

Sequoia Financial Advisors, LLC

929.68K

Jun 30, 26

+6.40K

0.86%

Keystone Global Partners, LLC

686.81K

Jun 30, 26

-26.79K

0.63%

Sanctuary Advisors, LLC

639.38K

Jun 30, 26

+19.84K

0.59%

Waverly Advisors, LLC

473.25K

Jun 30, 26

+15.16K

0.44%

Pensionmark Financial Group, LLC

466.67K

Jun 30, 26

+2.25K

0.43%

Invst, LLC

408.88K

Jun 30, 26

-1.78K

0.38%

Integrated Wealth Concepts LLC

362.35K

Jun 30, 26

+8.67K

0.33%

Regal Investment Advisors LLC

294.90K

Jun 30, 26

+31.85K

0.27%

Beacon Bridge Wealth Partners, LLC

255.23K

Jun 30, 26

+433

0.23%

GeoWealth Management, LLC

242.19K

Jun 30, 26

-23.62K

0.22%

Advisory Solutions Group, LLC

236.07K

Jun 30, 26

+236.07K

0.22%

Brinker Capital Investments, LLC

209.00K

Jun 30, 26

+37.45K

0.19%

SILVERLAKE WEALTH MANAGEMENT LLC

184.68K

Jun 30, 26

-4.69K

0.17%

ADVISOR GROUP HOLDINGS, INC.

178.56K

Jun 30, 26

-11.26K

0.16%

Payne Capital LLC

172.61K

Jun 30, 26

0.16%

Legacy Wealth Managment, LLC/ID

161.89K

Jun 30, 26

+161.89K

0.15%

Cambridge Investment Research Advisors, Inc.

121.80K

Jun 30, 26

-42.44K

0.11%

Strategic Blueprint, LLC

119.25K

Jun 30, 26

+1.35K

0.11%

RDA Financial Network

113.17K

Jun 30, 26

+6.07K

0.10%

WEALTHGARDEN F.S. LLC

109.65K

Jun 30, 26

-54.39K

0.10%

Transamerica Financial Advisors, Inc.

107.05K

Jun 30, 26

+10.74K

0.10%

B. Riley Wealth Advisors, Inc.

95.76K

Jun 30, 26

+38.83K

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

89.37K

Jun 30, 26

-4.64K

0.08%

Advisory Services Network, LLC

78.10K

Jun 30, 26

+7.13K

0.07%

GWN SECURITIES INC.

77.03K

Jun 30, 26

+7.28K

0.07%

Stonebrook Private Inc.

74.41K

Jun 30, 26

+4.03K

0.07%

Frisch Financial Group, Inc.

68.65K

Jun 30, 26

+33.53K

0.06%

JANE STREET GROUP, LLC

68.60K

Jun 30, 26

+68.60K

0.06%

Two West Capital Advisors LLC

67.78K

Jun 30, 26

+1.74K

0.06%

Claro Advisors LLC

59.74K

Jun 30, 26

-3.39K

0.05%

LongView Wealth Management

57.95K

Jun 30, 26

+3.93K

0.05%

RESOLUTE WEALTH ADVISOR, INC.

57.88K

Jun 30, 26

0.05%

Advyzon Investment Management, LLC

56.55K

Jun 30, 26

+1.79K

0.05%

Vantus Wealth LLC

55.26K

Jun 30, 26

+55.26K

0.05%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

55.18K

Jun 30, 26

+5.03K

0.05%

OneAscent Family Office, LLC

49.72K

Jun 30, 26

-22.11K

0.05%

Aptus Capital Advisors, LLC

47.09K

Jun 30, 26

-315

0.04%

CPWA, LLC

44.40K

Jun 30, 26

+867

0.04%

Vise Technologies, Inc.

41.17K

Jun 30, 26

+41.17K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

41.17K

Jun 30, 26

-663

0.04%

Milestone Asset Management Group, LLC

40.90K

Jun 30, 26

-685

0.04%

Eqis Capital Management, Inc.

39.97K

Jun 30, 26

-419

0.04%

OneAscent Financial Services LLC

38.35K

Jun 30, 26

0.04%

Vertex Planning Partners, LLC

37.50K

Jun 30, 26

+875

0.03%

Fortis Advisors, LLC

36.99K

Jun 30, 26

+1.40K

0.03%

IFG Advisory, LLC

36.58K

Jun 30, 26

+36.58K

0.03%

Private Advisor Group, LLC

35.99K

Jun 30, 26

+1.91K

0.03%

AMERIPRISE FINANCIAL INC

34.08K

Jun 30, 26

-9.36K

0.03%

Advisors Capital Management, LLC

32.26K

Jun 30, 26

+12.81K

0.03%

Aegis Wealth Management, Inc.

31.16K

Jun 30, 26

+10.74K

0.03%

WCG Wealth Advisors LLC

29.92K

Jun 30, 26

-6.48K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.92K

Jun 30, 26

+18.59K

0.03%

MSH Capital Advisors LLC

28.48K

Jun 30, 26

+392

0.03%

Ausdal Financial Partners, Inc.

27.53K

Jun 30, 26

-10.28K

0.03%

Legacy Edge Advisors, LLC

25.79K

Jun 30, 26

-1.35K

0.02%

Catalytic Wealth RIA, LLC

25.08K

Jun 30, 26

-14.70K

0.02%

StoneX Group Inc.

24.75K

Jun 30, 26

+24.75K

0.02%

Financial Sense Advisors, Inc.

24.35K

Jun 30, 26

-2.95K

0.02%

Merit Financial Group, LLC

23.90K

Jun 30, 26

+11

0.02%

RAYMOND JAMES FINANCIAL INC

23.21K

Jun 30, 26

+5.66K

0.02%

Prospera Financial Services Inc

23.15K

Jun 30, 26

+7.27K

0.02%

Magnus Financial Group LLC

23.00K

Jun 30, 26

-19.36K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

21.70K

Jun 30, 26

+3.80K

0.02%

IHT Wealth Management, LLC

21.58K

Jun 30, 26

-3.09K

0.02%

Windsor Advisory Group, LLC

20.21K

Jun 30, 26

-394

0.02%

Resurgent Financial Advisors LLC

19.62K

Jun 30, 26

-305

0.02%

NWAM LLC

19.12K

Jun 30, 26

+386

0.02%

ONE WEALTH CAPITAL MANAGEMENT, LLC

18.84K

Jun 30, 26

+6.96K

0.02%

Equitable Holdings, Inc.

18.73K

Jun 30, 26

-430

0.02%

Archer Investment Management, LLC

18.66K

Jun 30, 26

-570

0.02%

Atria Investments, Inc

18.46K

Jun 30, 26

+18.46K

0.02%

SeaCrest Wealth Management, LLC

18.07K

Jun 30, 26

+1.57K

0.02%

PRIVATE TRUST CO NA

17.45K

Jun 30, 26

+8.05K

0.02%

Elevation Wealth Management LLC

16.84K

Jun 30, 26

-1.77K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

16.44K

Jun 30, 26

0.02%

Elevated Financial Group LLC

15.11K

Jun 30, 26

-18.93K

0.01%

QRG CAPITAL MANAGEMENT, INC.

15.09K

Jun 30, 26

-158

0.01%

Valmark Advisers, Inc.

14.73K

Jun 30, 26

0.01%

Kestra Investment Management, LLC

14.28K

Jun 30, 26

-5.91K

0.01%

FMR LLC

14.11K

Jun 30, 26

-4.65K

0.01%

Wealthspire Advisors, LLC

13.55K

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

11.68K

Jun 30, 26

0.01%

Sowell Financial Services LLC

11.28K

Jun 30, 26

+473

0.01%

FIFTH THIRD BANCORP

11.25K

Jun 30, 26

+11.25K

0.01%

BlackRock, Inc.

10.79K

Jun 30, 26

-1.13K

0.01%

Avantra Family Wealth, Inc.

9.92K

Jun 30, 26

0.01%

Sovran Advisors, LLC

9.62K

Jun 30, 26

+259

0.01%

ONE Advisory Partners, LLC

9.36K

Jun 30, 26

-54

0.01%

Price Financial Group Wealth Management, Inc

9.18K

Jun 30, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.13K

Jun 30, 26

-959

0.01%

Global Retirement Partners, LLC

9.10K

Jun 30, 26

+9.10K

0.01%

FIDUCIARY FAMILY OFFICE, LLC

8.90K

Jun 30, 26

-6.70K

0.01%

Aries Wealth Management

8.59K

Jun 30, 26

0.01%

Continuum Advisory, LLC

8.44K

Jun 30, 26

+8.44K

0.01%

ASSETMARK, INC

8.17K

Jun 30, 26

+1.65K

0.01%

BANK OF MONTREAL /CAN/

7.68K

Jun 30, 26

0.01%

Modern Wealth Management, LLC

7.45K

Jun 30, 26

+7.45K

0.01%

J.W. COLE ADVISORS, INC.

7.32K

Jun 30, 26

+7.32K

0.01%

Park Place Capital Corp

4.97K

Jun 30, 26

-284

0.00%

Allworth Financial LP

4.32K

Jun 30, 26

+4.32K

0.00%

AMERIFLEX GROUP, INC.

4.03K

Jun 30, 26

-316

0.00%

MORGAN STANLEY

3.87K

Jun 30, 26

-15.10K

0.00%

Signature Equity Partners, LLC

3.39K

Jun 30, 26

-196

0.00%

ROYAL BANK OF CANADA

3.13K

Jun 30, 26

-262

0.00%

Orion Capital Management LLC

3.08K

Jun 30, 26

+3.08K

0.00%

Wellington Grp LLC

2.43K

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

1.62K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.04K

Jun 30, 26

+992

0.00%

Farther Finance Advisors, LLC

966

Jun 30, 26

+966

0.00%

NewEdge Advisors, LLC

871

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

625

Jun 30, 26

+625

0.00%

Golden State Wealth Management, LLC

460

Jun 30, 26

+460

0.00%

WealthShield Partners, LLC

335

Jun 30, 26

+10

0.00%

FIDUCIARY FINANCIAL ADVISORS

298

Jun 30, 26

+298

0.00%

Rockefeller Capital Management L.P.

Jun 30, 26

-120.61K

AE Wealth Management LLC

Jun 30, 26

-51

Kestra Advisory Services, LLC

Jun 30, 26

-13.35K

Cadia Private Client LLC

Jun 30, 26

-11.83K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-3.24K

Vision Retirement, LLC

Jun 30, 26

-1.19K

Richmond Investment Services, LLC

Jun 30, 26

-34.37K

Russell Investments Group, Ltd.

Jun 30, 26

-1

Sunbelt Securities, Inc.

36.23K

Mar 31, 26

+4.56K

0.03%

CWM, LLC

704

Mar 31, 26

0.00%

Vantage Financial Partners, LLC

22.36K

Dec 31, 25

-808

0.02%