iShares Large Cap Core ACT ETF(BLCR)

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iShares Large Cap Core ACT ETF(BLCR)

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BLCR(BLCR)

BLCR

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Institutional Ownership

Top 283 Institutional Holders

Holder	Shares	Date	Change	% Held
Archer Investment Management, LLC	131.56K	Jun 30, 26	+11.77K	50.48%
SigFig Wealth Management, LLC	89.14K	Jun 30, 26	+9.26K	34.20%
VisionPoint Advisory Group, LLC	46.15K	Jun 30, 26	+46.15K	17.71%
First Heartland Consultants, Inc.	24.30K	Jun 30, 26	+285	9.33%
Worth Asset Management, LLC	7.95K	Jun 30, 26	-2.80K	3.05%
Cooper Financial Group	4.13K	Jun 30, 26	+4.13K	1.58%
Beaird Harris Wealth Management, LLC	875	Jun 30, 26	+875	0.34%
HARBOR INVESTMENT ADVISORY, LLC	443	Jun 30, 26	--	0.17%
CX Institutional	46	Jun 30, 26	+46	0.02%
ENVESTNET ASSET MANAGEMENT INC	37.73M	Mar 31, 26	+37.66M	14476.82%
LPL Financial LLC	11.25M	Mar 31, 26	+11.25M	4318.62%
JPMORGAN CHASE & CO	5.23M	Mar 31, 26	+5.23M	2005.77%
MORGAN STANLEY	3.73M	Mar 31, 26	+3.73M	1432.59%
BlackRock, Inc.	3.72M	Mar 31, 26	+3.54M	1428.79%
PARK AVENUE SECURITIES LLC	3.43M	Mar 31, 26	+3.43M	1317.38%
CWM, LLC	3.38M	Mar 31, 26	+3.38M	1297.83%
Envestnet Portfolio Solutions, Inc.	3.30M	Mar 31, 26	+3.30M	1267.95%
MML INVESTORS SERVICES, LLC	2.63M	Mar 31, 26	+2.63M	1007.37%
Cetera Investment Advisers	1.96M	Mar 31, 26	+1.96M	752.86%
Bank of New York Mellon Corp	1.79M	Mar 31, 26	+1.79M	686.61%
Janney Montgomery Scott LLC	1.79M	Mar 31, 26	+1.79M	685.42%
Resources Investment Advisors, LLC.	1.46M	Mar 31, 26	+1.46M	561.41%
JB Capital LLC	1.25M	Mar 31, 26	+1.25M	480.91%
NewEdge Advisors, LLC	980.50K	Mar 31, 26	+980.50K	376.23%
Sanctuary Advisors, LLC	980.15K	Mar 31, 26	+980.15K	376.10%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	864.34K	Mar 31, 26	+864.34K	331.66%
THRIVENT FINANCIAL FOR LUTHERANS	806.70K	Mar 31, 26	+806.70K	309.54%
STIFEL FINANCIAL CORP	704.83K	Mar 31, 26	+704.83K	270.45%
COMMONWEALTH EQUITY SERVICES, LLC	598.40K	Mar 31, 26	+598.40K	229.62%
Atria Investments, Inc	503.62K	Mar 31, 26	+503.62K	193.25%
Cerity Partners LLC	479.72K	Mar 31, 26	+479.72K	184.08%
AE Wealth Management LLC	475.46K	Mar 31, 26	+475.46K	182.44%
Ascent Group, LLC	470.46K	Mar 31, 26	+470.46K	180.52%
Goldstein Advisors, LLC	462.83K	Mar 31, 26	+462.83K	177.60%
Icon Wealth Advisors, LLC	442.16K	Mar 31, 26	+442.16K	169.66%
ADVISOR GROUP HOLDINGS, INC.	424.61K	Mar 31, 26	+424.61K	162.93%
CreativeOne Wealth, LLC	419.75K	Mar 31, 26	+419.75K	161.07%
TRUIST FINANCIAL CORP	411.87K	Mar 31, 26	+411.87K	158.04%
Cambridge Investment Research Advisors, Inc.	344.25K	Mar 31, 26	+344.25K	132.10%
Scarborough Advisors, LLC	309.65K	Mar 31, 26	+309.65K	118.82%
Sharkey, Howes & Javer	284.41K	Mar 31, 26	+284.41K	109.13%
ROYAL BANK OF CANADA	267.46K	Mar 31, 26	+267.46K	102.63%
Horst & Graben Wealth Management LLC	263.70K	Mar 31, 26	+263.70K	101.19%
Brinker Capital Investments, LLC	254.85K	Mar 31, 26	+254.85K	97.79%
Steel Peak Wealth Management LLC	230.65K	Mar 31, 26	+230.65K	88.50%
One Wealth Advisors, LLC	216.13K	Mar 31, 26	+216.13K	82.93%
BEACON FINANCIAL GROUP	214.49K	Mar 31, 26	+214.49K	82.30%
PAX Financial Group, LLC	194.42K	Mar 31, 26	+194.42K	74.60%
Wealth Alliance	184.59K	Mar 31, 26	+184.59K	70.83%
Keystone Financial Services	181.53K	Mar 31, 26	+181.53K	69.65%
Pettinga Financial Advisors, LLC	169.23K	Mar 31, 26	+169.23K	64.94%
Kelly Financial Services LLC	168.75K	Mar 31, 26	+168.75K	64.75%
Security Financial Services, INC.	168.49K	Mar 31, 26	+168.49K	64.65%
Cypress Wealth Services, LLC	157.22K	Mar 31, 26	+157.22K	60.33%
Trek Financial, LLC	157.22K	Mar 31, 26	+157.22K	60.33%
PRINCIPAL SECURITIES, INC.	155.68K	Mar 31, 26	+155.68K	59.74%
ONE Advisory Partners, LLC	154.11K	Mar 31, 26	+154.11K	59.13%
Gateway Wealth Partners, LLC	148.01K	Mar 31, 26	+148.01K	56.79%
SWMG, LLC	147.42K	Mar 31, 26	+147.42K	56.57%
Detalus Advisors, LLC	146.69K	Mar 31, 26	+146.69K	56.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	140.17K	Mar 31, 26	+140.17K	53.79%
Legacy Financial Group LLC	139.06K	Mar 31, 26	+139.06K	53.36%
Buttonwood Financial Group, LLC	137.44K	Mar 31, 26	+137.44K	52.74%
DIVERSIFY WEALTH MANAGEMENT, LLC	137.26K	Mar 31, 26	+137.26K	52.67%
WILEY BROS.-AINTREE CAPITAL, LLC	136.87K	Mar 31, 26	+136.87K	52.52%
Regal Investment Advisors LLC	135.90K	Mar 31, 26	+135.90K	52.15%
Modern Wealth Management, LLC	135.32K	Mar 31, 26	+135.32K	51.92%
Brookstone Capital Management	132.42K	Mar 31, 26	+132.42K	50.81%
Perigon Wealth Management, LLC	127.48K	Mar 31, 26	+127.48K	48.91%
ASSETMARK, INC	120.78K	Mar 31, 26	+120.78K	46.35%
Archer Investment Management, LLC	119.79K	Mar 31, 26	+119.79K	45.97%
Ronald Blue Trust, Inc.	116.86K	Mar 31, 26	+116.86K	44.84%
Marks Group Wealth Management, Inc	115.82K	Mar 31, 26	+115.82K	44.44%
BCGM Wealth Management, LLC	115.50K	Mar 31, 26	+115.50K	44.32%
Invst, LLC	114.94K	Mar 31, 26	+114.94K	44.11%
Bay Harbor Wealth Management, LLC	110.02K	Mar 31, 26	+110.02K	42.22%
ShoreHaven Wealth Partners, LLC	109.01K	Mar 31, 26	+109.01K	41.83%
TSA Wealth Managment LLC	106.50K	Mar 31, 26	+106.50K	40.87%
Farther Finance Advisors, LLC	105.94K	Mar 31, 26	+105.94K	40.65%
Pensionmark Financial Group, LLC	103.11K	Mar 31, 26	+103.11K	39.57%
Capital Analysts, LLC	99.90K	Mar 31, 26	+99.90K	38.33%
WealthShield Partners, LLC	96.35K	Mar 31, 26	+96.35K	36.97%
Merit Financial Group, LLC	93.77K	Mar 31, 26	+93.77K	35.98%
Advyzon Investment Management, LLC	92.41K	Mar 31, 26	+92.41K	35.46%
Gen-Wealth Partners Inc	90.82K	Mar 31, 26	+90.82K	34.85%
Cobblestone Asset Management LLC	89.37K	Mar 31, 26	+89.37K	34.29%
INDEPENDENT FINANCIAL GROUP, LLC	89.28K	Mar 31, 26	+89.28K	34.26%
Waverly Advisors, LLC	86.31K	Mar 31, 26	+86.31K	33.12%
Embree Financial Group	85.78K	Mar 31, 26	+85.78K	32.92%
Vertex Planning Partners, LLC	82.65K	Mar 31, 26	+82.65K	31.71%
TWIN PEAKS WEALTH ADVISORS, LLC	82.51K	Mar 31, 26	+82.51K	31.66%
Mayflower Financial Advisors, LLC	82.24K	Mar 31, 26	+82.24K	31.56%
Hobbs Wealth Management, LLC	81.84K	Mar 31, 26	+81.84K	31.40%
Steward Partners Investment Advisory, LLC	81.67K	Mar 31, 26	+81.67K	31.34%
True Vision MN LLC	81.60K	Mar 31, 26	+81.60K	31.31%
Integrated Wealth Concepts LLC	81.19K	Mar 31, 26	+81.19K	31.16%
SigFig Wealth Management, LLC	79.88K	Mar 31, 26	+79.88K	30.65%
Concurrent Investment Advisors, LLC	78.30K	Mar 31, 26	+78.30K	30.05%
VestGen Advisors, LLC	75.87K	Mar 31, 26	+75.87K	29.11%
Fifth Third Wealth Advisors LLC	74.68K	Mar 31, 26	+74.68K	28.66%
Mount Yale Investment Advisors, LLC	73.86K	Mar 31, 26	+73.86K	28.34%
SWP FINANCIAL LLC	71.77K	Mar 31, 26	+71.77K	27.54%
LIBERTY WEALTH MANAGEMENT LLC	68.52K	Mar 31, 26	+68.52K	26.29%
U.S. Capital Wealth Advisors, LLC	66.68K	Mar 31, 26	+66.68K	25.59%
Quadrant Private Wealth Management, LLC	66.29K	Mar 31, 26	+66.29K	25.44%
Advisory Services Network, LLC	66.20K	Mar 31, 26	+66.20K	25.40%
MGO ONE SEVEN LLC	65.67K	Mar 31, 26	+65.67K	25.20%
ENDEAVOR PRIVATE WEALTH, INC.	64.33K	Mar 31, 26	+64.33K	24.68%
Keebeck Wealth Management, LLC	63.52K	Mar 31, 26	+63.52K	24.37%
ONE WEALTH CAPITAL MANAGEMENT, LLC	62.86K	Mar 31, 26	+62.86K	24.12%
Kestra Advisory Services, LLC	58.49K	Mar 31, 26	+58.49K	22.44%
Simplicity Wealth,LLC	58.24K	Mar 31, 26	+58.24K	22.35%
Private Advisor Group, LLC	57.22K	Mar 31, 26	+57.22K	21.96%
Patriot Financial Group Insurance Agency, LLC	55.63K	Mar 31, 26	+55.63K	21.35%
Spectrum Planning & Advisory Services Inc.	54.67K	Mar 31, 26	+54.67K	20.98%
Cornerstone Planning Group LLC	53.29K	Mar 31, 26	+53.29K	20.45%
MILESTONE ASSET MANAGEMENT, LLC	52.97K	Mar 31, 26	+52.97K	20.33%
Focus Financial Network, Inc.	52.62K	Mar 31, 26	+52.62K	20.19%
Lantz Financial LLC	52.41K	Mar 31, 26	+52.41K	20.11%
IFP Advisors, Inc	51.66K	Mar 31, 26	+51.16K	19.82%
Foundations Investment Advisors, LLC	51.65K	Mar 31, 26	+51.65K	19.82%
Tradition Wealth Management, LLC	51.52K	Mar 31, 26	+51.52K	19.77%
Summit Financial, LLC	51.23K	Mar 31, 26	+51.23K	19.66%
SIGNET FINANCIAL MANAGEMENT, LLC	50.63K	Mar 31, 26	+50.63K	19.43%
Shared Vision Wealth Group LLC	48.63K	Mar 31, 26	+48.63K	18.66%
Apollon Wealth Management, LLC	47.75K	Mar 31, 26	+47.75K	18.32%
Mariner, LLC	46.95K	Mar 31, 26	+46.95K	18.01%
Hoxton Planning & Management, LLC	44.78K	Mar 31, 26	+44.78K	17.18%
Csenge Advisory Group	44.12K	Mar 31, 26	+44.12K	16.93%
THEORY FINANCIAL LLC	44.10K	Mar 31, 26	+44.10K	16.92%
B.O.S.S. Retirement Advisors, LLC	43.63K	Mar 31, 26	+43.63K	16.74%
Baird Financial Group, Inc.	43.28K	Mar 31, 26	+43.28K	16.61%
FLAGSHIP HARBOR ADVISORS, LLC	41.90K	Mar 31, 26	+41.90K	16.08%
LEIGH BALDWIN & CO., LLC	41.52K	Mar 31, 26	+41.52K	15.93%
Ashton Thomas Private Wealth, LLC	40.76K	Mar 31, 26	+40.76K	15.64%
Braun-Bostich & Associates Inc.	40.67K	Mar 31, 26	+40.67K	15.61%
ABSOLUTE CAPITAL MANAGEMENT, LLC	40.27K	Mar 31, 26	+40.27K	15.45%
Redwood Investment Management, LLC	39.20K	Mar 31, 26	+39.20K	15.04%
United Advisor Group, LLC	39.16K	Mar 31, 26	+39.16K	15.03%
Mutual Advisors, LLC	38.73K	Mar 31, 26	+38.73K	14.86%
Integrated Advisors Network LLC	37.92K	Mar 31, 26	+37.92K	14.55%
RFG Advisory, LLC	37.39K	Mar 31, 26	+37.39K	14.35%
FIRETHORN WEALTH PARTNERS, LLC	36.14K	Mar 31, 26	+36.14K	13.87%
VERUS CAPITAL PARTNERS, LLC	35.94K	Mar 31, 26	+35.94K	13.79%
Ameritas Advisory Services, LLC	34.92K	Mar 31, 26	+34.92K	13.40%
Barnes Wealth Management Group, Inc	34.48K	Mar 31, 26	+34.48K	13.23%
Able Wealth Management LLC	33.80K	Mar 31, 26	+33.80K	12.97%
FINANCIAL LIFE ADVISORS	33.75K	Mar 31, 26	+33.75K	12.95%
Vestmark Advisory Solutions, Inc.	32.88K	Mar 31, 26	+32.88K	12.62%
Avidian Wealth Solutions, LLC	32.59K	Mar 31, 26	+32.59K	12.50%
Arkadios Wealth Advisors	32.41K	Mar 31, 26	+32.41K	12.44%
LifePlan Investment Advisors, Inc.	32.14K	Mar 31, 26	+32.14K	12.33%
Retirement Wealth Solutions LLC	32.04K	Mar 31, 26	+32.04K	12.30%
CFS Investment Advisory Services, LLC	31.86K	Mar 31, 26	+31.86K	12.22%
Commonwealth Retirement Investments LLC	28.85K	Mar 31, 26	+28.85K	11.07%
WealthPLAN Partners, LLC	28.38K	Mar 31, 26	+28.38K	10.89%
BCU Wealth Advisors, LLC	26.88K	Mar 31, 26	+26.88K	10.31%
WEALTHGARDEN F.S. LLC	26.53K	Mar 31, 26	+26.53K	10.18%
Rockefeller Capital Management L.P.	26.14K	Mar 31, 26	+26.14K	10.03%
Maia Wealth LLC	26.04K	Mar 31, 26	+26.04K	9.99%
B. Riley Wealth Advisors, Inc.	25.63K	Mar 31, 26	+25.63K	9.83%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.20K	Mar 31, 26	+25.20K	9.67%
HighTower Advisors, LLC	24.89K	Mar 31, 26	+24.89K	9.55%
First Heartland Consultants, Inc.	24.02K	Mar 31, 26	+24.02K	9.22%
5T Wealth, LLC	23.52K	Mar 31, 26	+23.52K	9.03%
Merkkuri Wealth Advisors LLC	20.22K	Mar 31, 26	+20.22K	7.76%
WealthTrak Capital Management LLC	19.95K	Mar 31, 26	+19.95K	7.65%
WORLD EQUITY GROUP, INC.	18.93K	Mar 31, 26	+18.93K	7.27%
Atomi Financial Group, Inc.	18.88K	Mar 31, 26	+18.88K	7.24%
SUTTON PLACE INVESTORS LLC	18.54K	Mar 31, 26	+18.54K	7.11%
JFS WEALTH ADVISORS, LLC	18.54K	Mar 31, 26	+18.54K	7.11%
BridgePort Financial Solutions, LLC	18.44K	Mar 31, 26	+18.44K	7.08%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	18.36K	Mar 31, 26	+18.36K	7.04%
Sovereign Financial Group, Inc.	17.33K	Mar 31, 26	+17.33K	6.65%
Raleigh Capital Management Inc.	17.23K	Mar 31, 26	+17.23K	6.61%
Beacon Capital Management, LLC	16.62K	Mar 31, 26	+16.62K	6.38%
CITIGROUP INC	16.12K	Mar 31, 26	+16.12K	6.19%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	16.11K	Mar 31, 26	+16.11K	6.18%
Stratos Wealth Partners, LTD.	15.82K	Mar 31, 26	+15.82K	6.07%
W ADVISORS, LLC	15.61K	Mar 31, 26	+15.61K	5.99%
Two West Capital Advisors LLC	15.23K	Mar 31, 26	+15.23K	5.85%
Smartleaf Asset Management LLC	14.95K	Mar 31, 26	+14.95K	5.74%
Strategic Blueprint, LLC	14.42K	Mar 31, 26	+14.42K	5.53%
FIFTH THIRD BANCORP	14.18K	Mar 31, 26	+14.18K	5.44%
Tempus Wealth Planning, LLC	14.06K	Mar 31, 26	+14.06K	5.40%
Centurion Wealth Management LLC	14.01K	Mar 31, 26	+14.01K	5.37%
Transamerica Financial Advisors, Inc.	13.88K	Mar 31, 26	+13.88K	5.32%
Richmond Investment Services, LLC	13.87K	Mar 31, 26	+13.87K	5.32%
TRANSCEND CAPITAL ADVISORS, LLC	13.78K	Mar 31, 26	+13.78K	5.29%
Signal Advisors Wealth, LLC	13.35K	Mar 31, 26	+13.35K	5.12%
MARIPAU WEALTH MANAGEMENT LLC	13.12K	Mar 31, 26	+13.12K	5.03%
Catalina Capital Group, LLC	13.01K	Mar 31, 26	+13.01K	4.99%
KICKSTAND VENTURES, LLC.	13.00K	Mar 31, 26	+13.00K	4.99%
Accelerate Investment Advisors LLC	12.45K	Mar 31, 26	+12.45K	4.78%
Aspire Private Capital, LLC	12.23K	Mar 31, 26	+12.23K	4.69%
Family Wealth Group, LLC	12.20K	Mar 31, 26	+12.20K	4.68%
HARBOUR INVESTMENTS, INC.	12.16K	Mar 31, 26	+12.16K	4.67%
M Holdings Securities, Inc.	12.14K	Mar 31, 26	+12.14K	4.66%
WEDBUSH SECURITIES INC	11.92K	Mar 31, 26	+11.92K	4.57%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	11.51K	Mar 31, 26	+11.51K	4.42%
Alta Wealth Advisors LLC	11.51K	Mar 31, 26	+11.51K	4.42%
Worth Asset Management, LLC	10.75K	Mar 31, 26	+300	4.12%
COLDSTREAM CAPITAL MANAGEMENT INC	10.74K	Mar 31, 26	+10.74K	4.12%
Argent Trust Co	10.74K	Mar 31, 26	+10.74K	4.12%
NWAM LLC	10.66K	Mar 31, 26	+10.66K	4.09%
Beacon Financial Advisory LLC	10.46K	Mar 31, 26	+10.46K	4.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	10.42K	Mar 31, 26	+10.42K	4.00%
Semus Wealth Partners LLC	10.39K	Mar 31, 26	+10.39K	3.99%
Investor's Fiduciary Advisor Network, LLC	10.39K	Mar 31, 26	+10.39K	3.99%
Resurgent Financial Advisors LLC	10.39K	Mar 31, 26	+10.39K	3.99%
Imprint Wealth LLC	10.06K	Mar 31, 26	+10.06K	3.86%
GeoWealth Management, LLC	9.69K	Mar 31, 26	+9.69K	3.72%
Lantern Wealth Advisors, LLC	9.69K	Mar 31, 26	+9.69K	3.72%
DAVENPORT & Co LLC	9.68K	Mar 31, 26	+9.68K	3.71%
SMART Wealth LLC	9.31K	Mar 31, 26	+9.31K	3.57%
MN Wealth Advisors, LLC	9.08K	Mar 31, 26	+9.08K	3.49%
ALTERNA WEALTH MANAGEMENT, INC	8.96K	Mar 31, 26	+8.96K	3.44%
Lifeworks Advisors, LLC	8.96K	Mar 31, 26	+8.96K	3.44%
JT Stratford LLC	8.92K	Mar 31, 26	+8.92K	3.42%
Tyche Wealth Partners LLC	8.75K	Mar 31, 26	+8.75K	3.36%
Keystone Financial Group	8.50K	Mar 31, 26	+8.50K	3.26%
Gallagher Fiduciary Advisors, LLC	8.22K	Mar 31, 26	+8.22K	3.15%
XY Planning Network, Inc.	7.86K	Mar 31, 26	+7.86K	3.02%
RCS Financial Planning, LLC	7.81K	Mar 31, 26	+7.81K	3.00%
OMNI 360 Wealth, Inc.	7.64K	Mar 31, 26	+7.64K	2.93%
Buckingham Strategic Partners	7.64K	Mar 31, 26	+7.64K	2.93%
Ausdal Financial Partners, Inc.	7.59K	Mar 31, 26	+7.59K	2.91%
Apeiron RIA LLC	7.44K	Mar 31, 26	+7.44K	2.86%
PRIVATE TRUST CO NA	7.18K	Mar 31, 26	+7.18K	2.76%
Savvy Advisors, Inc.	7.15K	Mar 31, 26	+7.15K	2.74%
CALIBER WEALTH MANAGEMENT, LLC / KS	7.14K	Mar 31, 26	+7.14K	2.74%
PFG Investments, LLC	6.96K	Mar 31, 26	+6.96K	2.67%
Hanlon Investment Management, Inc.	6.86K	Mar 31, 26	+6.86K	2.63%
Gilliland Jeter Wealth Management LLC	6.72K	Mar 31, 26	+6.72K	2.58%
Fulcrum Equity Management	6.63K	Mar 31, 26	+6.63K	2.54%
Sowell Financial Services LLC	6.60K	Mar 31, 26	+6.60K	2.53%
EverSource Wealth Advisors, LLC	6.56K	Mar 31, 26	+6.56K	2.52%
Hutchens & Kramer Investment Management Group, LLC	6.39K	Mar 31, 26	+6.39K	2.45%
IHT Wealth Management, LLC	6.17K	Mar 31, 26	+6.17K	2.37%
Cape Investment Advisory, Inc.	6.11K	Mar 31, 26	+6.11K	2.35%
Mosaic Advisors LLC	5.73K	Mar 31, 26	+5.73K	2.20%
PUREfi Wealth, LLC	5.66K	Mar 31, 26	+5.66K	2.17%
US BANCORP \DE\	5.63K	Mar 31, 26	+5.63K	2.16%
MSH Capital Advisors LLC	5.62K	Mar 31, 26	+5.62K	2.15%
Arcadia Wealth Management, LLC	5.61K	Mar 31, 26	+5.61K	2.15%
GWN SECURITIES INC.	5.60K	Mar 31, 26	+5.60K	2.15%
KINGSWOOD WEALTH ADVISORS, LLC	5.56K	Mar 31, 26	+5.56K	2.13%
LOCKERMAN FINANCIAL GROUP, INC.	5.55K	Mar 31, 26	+5.55K	2.13%
Quartz Partners, LLC	5.37K	Mar 31, 26	+5.37K	2.06%
LongView Wealth Management	5.06K	Mar 31, 26	+5.06K	1.94%
SEEDS INVESTOR LLC	4.71K	Mar 31, 26	+4.71K	1.81%
Western Wealth Management, LLC	4.46K	Mar 31, 26	+4.46K	1.71%
Spire Wealth Management	3.87K	Mar 31, 26	+3.87K	1.49%
KM Capital Management Ltd.	3.70K	Mar 31, 26	+3.70K	1.42%
New Republic Capital, LLC	3.07K	Mar 31, 26	+3.07K	1.18%
UBS Group AG	2.83K	Mar 31, 26	+2.83K	1.09%
SRS Capital Advisors, Inc.	2.71K	Mar 31, 26	+2.33K	1.04%
Opal Wealth Advisors, LLC	1.70K	Mar 31, 26	+1.70K	0.65%
Lloyd Advisory Services, LLC.	1.59K	Mar 31, 26	+1.59K	0.61%
Kingdom Financial Group LLC.	1.59K	Mar 31, 26	+1.59K	0.61%
Golden State Wealth Management, LLC	1.42K	Mar 31, 26	+1.42K	0.55%
AdvisorNet Financial, Inc	1.35K	Mar 31, 26	+1.35K	0.52%
Quest 10 Wealth Builders, Inc.	982	Mar 31, 26	+982	0.38%
JONES FINANCIAL COMPANIES LLLP	950	Mar 31, 26	+950	0.36%
Aptus Capital Advisors, LLC	817	Mar 31, 26	+817	0.31%
GUARDIAN WEALTH ADVISORS, LLC / NC	792	Mar 31, 26	+792	0.30%
WELLS FARGO & COMPANY/MN	719	Mar 31, 26	+719	0.28%
FMR LLC	670	Mar 31, 26	+670	0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	445	Mar 31, 26	+445	0.17%
HARBOR INVESTMENT ADVISORY, LLC	443	Mar 31, 26	+443	0.17%
Kilter Group LLC	413	Mar 31, 26	+413	0.16%
Indiana Trust & Investment Management CO	331	Mar 31, 26	+331	0.13%
Founders Financial Alliance, LLC	140	Mar 31, 26	+140	0.05%
N.E.W. Advisory Services LLC	127	Mar 31, 26	+127	0.05%
Tidemark, LLC	121	Mar 31, 26	+121	0.05%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	60	Mar 31, 26	+60	0.02%
Root Financial Partners, LLC	44	Mar 31, 26	+44	0.02%
Johnson Financial Group, Inc.	34	Mar 31, 26	+34	0.01%
NBC SECURITIES, INC.	16	Mar 31, 26	+16	0.01%
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-4.20K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-5.84K	--
HRT FINANCIAL LP	--	Mar 31, 26	-4.94K	--
BlackRock Inc.	195.00K	Jun 30, 24	-5.00K	74.82%

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Holder

Date

Change

% Held

Archer Investment Management, LLC

131.56K

Jun 30, 26

+11.77K

50.48%

SigFig Wealth Management, LLC

89.14K

Jun 30, 26

+9.26K

34.20%

VisionPoint Advisory Group, LLC

46.15K

Jun 30, 26

+46.15K

17.71%

First Heartland Consultants, Inc.

24.30K

Jun 30, 26

+285

9.33%

Worth Asset Management, LLC

7.95K

Jun 30, 26

-2.80K

3.05%

Cooper Financial Group

4.13K

Jun 30, 26

+4.13K

1.58%

Beaird Harris Wealth Management, LLC

875

Jun 30, 26

+875

0.34%

HARBOR INVESTMENT ADVISORY, LLC

443

Jun 30, 26

0.17%

CX Institutional

Jun 30, 26

+46

0.02%

ENVESTNET ASSET MANAGEMENT INC

37.73M

Mar 31, 26

+37.66M

14476.82%

LPL Financial LLC

11.25M

Mar 31, 26

+11.25M

4318.62%

JPMORGAN CHASE & CO

5.23M

Mar 31, 26

+5.23M

2005.77%

MORGAN STANLEY

3.73M

Mar 31, 26

+3.73M

1432.59%

BlackRock, Inc.

3.72M

Mar 31, 26

+3.54M

1428.79%

PARK AVENUE SECURITIES LLC

3.43M

Mar 31, 26

+3.43M

1317.38%

CWM, LLC

3.38M

Mar 31, 26

+3.38M

1297.83%

Envestnet Portfolio Solutions, Inc.

3.30M

Mar 31, 26

+3.30M

1267.95%

MML INVESTORS SERVICES, LLC

2.63M

Mar 31, 26

+2.63M

1007.37%

Cetera Investment Advisers

1.96M

Mar 31, 26

+1.96M

752.86%

Bank of New York Mellon Corp

1.79M

Mar 31, 26

+1.79M

686.61%

Janney Montgomery Scott LLC

1.79M

Mar 31, 26

+1.79M

685.42%

Resources Investment Advisors, LLC.

1.46M

Mar 31, 26

+1.46M

561.41%

JB Capital LLC

1.25M

Mar 31, 26

+1.25M

480.91%

NewEdge Advisors, LLC

980.50K

Mar 31, 26

+980.50K

376.23%

Sanctuary Advisors, LLC

980.15K

Mar 31, 26

+980.15K

376.10%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

864.34K

Mar 31, 26

+864.34K

331.66%

THRIVENT FINANCIAL FOR LUTHERANS

806.70K

Mar 31, 26

+806.70K

309.54%

STIFEL FINANCIAL CORP

704.83K

Mar 31, 26

+704.83K

270.45%

COMMONWEALTH EQUITY SERVICES, LLC

598.40K

Mar 31, 26

+598.40K

229.62%

Atria Investments, Inc

503.62K

Mar 31, 26

+503.62K

193.25%

Cerity Partners LLC

479.72K

Mar 31, 26

+479.72K

184.08%

AE Wealth Management LLC

475.46K

Mar 31, 26

+475.46K

182.44%

Ascent Group, LLC

470.46K

Mar 31, 26

+470.46K

180.52%

Goldstein Advisors, LLC

462.83K

Mar 31, 26

+462.83K

177.60%

Icon Wealth Advisors, LLC

442.16K

Mar 31, 26

+442.16K

169.66%

ADVISOR GROUP HOLDINGS, INC.

424.61K

Mar 31, 26

+424.61K

162.93%

CreativeOne Wealth, LLC

419.75K

Mar 31, 26

+419.75K

161.07%

TRUIST FINANCIAL CORP

411.87K

Mar 31, 26

+411.87K

158.04%

Cambridge Investment Research Advisors, Inc.

344.25K

Mar 31, 26

+344.25K

132.10%

Scarborough Advisors, LLC

309.65K

Mar 31, 26

+309.65K

118.82%

Sharkey, Howes & Javer

284.41K

Mar 31, 26

+284.41K

109.13%

ROYAL BANK OF CANADA

267.46K

Mar 31, 26

+267.46K

102.63%

Horst & Graben Wealth Management LLC

263.70K

Mar 31, 26

+263.70K

101.19%

Brinker Capital Investments, LLC

254.85K

Mar 31, 26

+254.85K

97.79%

Steel Peak Wealth Management LLC

230.65K

Mar 31, 26

+230.65K

88.50%

One Wealth Advisors, LLC

216.13K

Mar 31, 26

+216.13K

82.93%

BEACON FINANCIAL GROUP

214.49K

Mar 31, 26

+214.49K

82.30%

PAX Financial Group, LLC

194.42K

Mar 31, 26

+194.42K

74.60%

Wealth Alliance

184.59K

Mar 31, 26

+184.59K

70.83%

Keystone Financial Services

181.53K

Mar 31, 26

+181.53K

69.65%

Pettinga Financial Advisors, LLC

169.23K

Mar 31, 26

+169.23K

64.94%

Kelly Financial Services LLC

168.75K

Mar 31, 26

+168.75K

64.75%

Security Financial Services, INC.

168.49K

Mar 31, 26

+168.49K

64.65%

Cypress Wealth Services, LLC

157.22K

Mar 31, 26

+157.22K

60.33%

Trek Financial, LLC

157.22K

Mar 31, 26

+157.22K

60.33%

PRINCIPAL SECURITIES, INC.

155.68K

Mar 31, 26

+155.68K

59.74%

ONE Advisory Partners, LLC

154.11K

Mar 31, 26

+154.11K

59.13%

Gateway Wealth Partners, LLC

148.01K

Mar 31, 26

+148.01K

56.79%

SWMG, LLC

147.42K

Mar 31, 26

+147.42K

56.57%

Detalus Advisors, LLC

146.69K

Mar 31, 26

+146.69K

56.29%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

140.17K

Mar 31, 26

+140.17K

53.79%

Legacy Financial Group LLC

139.06K

Mar 31, 26

+139.06K

53.36%

Buttonwood Financial Group, LLC

137.44K

Mar 31, 26

+137.44K

52.74%

DIVERSIFY WEALTH MANAGEMENT, LLC

137.26K

Mar 31, 26

+137.26K

52.67%

WILEY BROS.-AINTREE CAPITAL, LLC

136.87K

Mar 31, 26

+136.87K

52.52%

Regal Investment Advisors LLC

135.90K

Mar 31, 26

+135.90K

52.15%

Modern Wealth Management, LLC

135.32K

Mar 31, 26

+135.32K

51.92%

Brookstone Capital Management

132.42K

Mar 31, 26

+132.42K

50.81%

Perigon Wealth Management, LLC

127.48K

Mar 31, 26

+127.48K

48.91%

ASSETMARK, INC

120.78K

Mar 31, 26

+120.78K

46.35%

Archer Investment Management, LLC

119.79K

Mar 31, 26

+119.79K

45.97%

Ronald Blue Trust, Inc.

116.86K

Mar 31, 26

+116.86K

44.84%

Marks Group Wealth Management, Inc

115.82K

Mar 31, 26

+115.82K

44.44%

BCGM Wealth Management, LLC

115.50K

Mar 31, 26

+115.50K

44.32%

Invst, LLC

114.94K

Mar 31, 26

+114.94K

44.11%

Bay Harbor Wealth Management, LLC

110.02K

Mar 31, 26

+110.02K

42.22%

ShoreHaven Wealth Partners, LLC

109.01K

Mar 31, 26

+109.01K

41.83%

TSA Wealth Managment LLC

106.50K

Mar 31, 26

+106.50K

40.87%

Farther Finance Advisors, LLC

105.94K

Mar 31, 26

+105.94K

40.65%

Pensionmark Financial Group, LLC

103.11K

Mar 31, 26

+103.11K

39.57%

Capital Analysts, LLC

99.90K

Mar 31, 26

+99.90K

38.33%

WealthShield Partners, LLC

96.35K

Mar 31, 26

+96.35K

36.97%

Merit Financial Group, LLC

93.77K

Mar 31, 26

+93.77K

35.98%

Advyzon Investment Management, LLC

92.41K

Mar 31, 26

+92.41K

35.46%

Gen-Wealth Partners Inc

90.82K

Mar 31, 26

+90.82K

34.85%

Cobblestone Asset Management LLC

89.37K

Mar 31, 26

+89.37K

34.29%

INDEPENDENT FINANCIAL GROUP, LLC

89.28K

Mar 31, 26

+89.28K

34.26%

Waverly Advisors, LLC

86.31K

Mar 31, 26

+86.31K

33.12%

Embree Financial Group

85.78K

Mar 31, 26

+85.78K

32.92%

Vertex Planning Partners, LLC

82.65K

Mar 31, 26

+82.65K

31.71%

TWIN PEAKS WEALTH ADVISORS, LLC

82.51K

Mar 31, 26

+82.51K

31.66%

Mayflower Financial Advisors, LLC

82.24K

Mar 31, 26

+82.24K

31.56%

Hobbs Wealth Management, LLC

81.84K

Mar 31, 26

+81.84K

31.40%

Steward Partners Investment Advisory, LLC

81.67K

Mar 31, 26

+81.67K

31.34%

True Vision MN LLC

81.60K

Mar 31, 26

+81.60K

31.31%

Integrated Wealth Concepts LLC

81.19K

Mar 31, 26

+81.19K

31.16%

SigFig Wealth Management, LLC

79.88K

Mar 31, 26

+79.88K

30.65%

Concurrent Investment Advisors, LLC

78.30K

Mar 31, 26

+78.30K

30.05%

VestGen Advisors, LLC

75.87K

Mar 31, 26

+75.87K

29.11%

Fifth Third Wealth Advisors LLC

74.68K

Mar 31, 26

+74.68K

28.66%

Mount Yale Investment Advisors, LLC

73.86K

Mar 31, 26

+73.86K

28.34%

SWP FINANCIAL LLC

71.77K

Mar 31, 26

+71.77K

27.54%

LIBERTY WEALTH MANAGEMENT LLC

68.52K

Mar 31, 26

+68.52K

26.29%

U.S. Capital Wealth Advisors, LLC

66.68K

Mar 31, 26

+66.68K

25.59%

Quadrant Private Wealth Management, LLC

66.29K

Mar 31, 26

+66.29K

25.44%

Advisory Services Network, LLC

66.20K

Mar 31, 26

+66.20K

25.40%

MGO ONE SEVEN LLC

65.67K

Mar 31, 26

+65.67K

25.20%

ENDEAVOR PRIVATE WEALTH, INC.

64.33K

Mar 31, 26

+64.33K

24.68%

Keebeck Wealth Management, LLC

63.52K

Mar 31, 26

+63.52K

24.37%

ONE WEALTH CAPITAL MANAGEMENT, LLC

62.86K

Mar 31, 26

+62.86K

24.12%

Kestra Advisory Services, LLC

58.49K

Mar 31, 26

+58.49K

22.44%

Simplicity Wealth,LLC

58.24K

Mar 31, 26

+58.24K

22.35%

Private Advisor Group, LLC

57.22K

Mar 31, 26

+57.22K

21.96%

Patriot Financial Group Insurance Agency, LLC

55.63K

Mar 31, 26

+55.63K

21.35%

Spectrum Planning & Advisory Services Inc.

54.67K

Mar 31, 26

+54.67K

20.98%

Cornerstone Planning Group LLC

53.29K

Mar 31, 26

+53.29K

20.45%

MILESTONE ASSET MANAGEMENT, LLC

52.97K

Mar 31, 26

+52.97K

20.33%

Focus Financial Network, Inc.

52.62K

Mar 31, 26

+52.62K

20.19%

Lantz Financial LLC

52.41K

Mar 31, 26

+52.41K

20.11%

IFP Advisors, Inc

51.66K

Mar 31, 26

+51.16K

19.82%

Foundations Investment Advisors, LLC

51.65K

Mar 31, 26

+51.65K

19.82%

Tradition Wealth Management, LLC

51.52K

Mar 31, 26

+51.52K

19.77%

Summit Financial, LLC

51.23K

Mar 31, 26

+51.23K

19.66%

SIGNET FINANCIAL MANAGEMENT, LLC

50.63K

Mar 31, 26

+50.63K

19.43%

Shared Vision Wealth Group LLC

48.63K

Mar 31, 26

+48.63K

18.66%

Apollon Wealth Management, LLC

47.75K

Mar 31, 26

+47.75K

18.32%

Mariner, LLC

46.95K

Mar 31, 26

+46.95K

18.01%

Hoxton Planning & Management, LLC

44.78K

Mar 31, 26

+44.78K

17.18%

Csenge Advisory Group

44.12K

Mar 31, 26

+44.12K

16.93%

THEORY FINANCIAL LLC

44.10K

Mar 31, 26

+44.10K

16.92%

B.O.S.S. Retirement Advisors, LLC

43.63K

Mar 31, 26

+43.63K

16.74%

Baird Financial Group, Inc.

43.28K

Mar 31, 26

+43.28K

16.61%

FLAGSHIP HARBOR ADVISORS, LLC

41.90K

Mar 31, 26

+41.90K

16.08%

LEIGH BALDWIN & CO., LLC

41.52K

Mar 31, 26

+41.52K

15.93%

Ashton Thomas Private Wealth, LLC

40.76K

Mar 31, 26

+40.76K

15.64%

Braun-Bostich & Associates Inc.

40.67K

Mar 31, 26

+40.67K

15.61%

ABSOLUTE CAPITAL MANAGEMENT, LLC

40.27K

Mar 31, 26

+40.27K

15.45%

Redwood Investment Management, LLC

39.20K

Mar 31, 26

+39.20K

15.04%

United Advisor Group, LLC

39.16K

Mar 31, 26

+39.16K

15.03%

Mutual Advisors, LLC

38.73K

Mar 31, 26

+38.73K

14.86%

Integrated Advisors Network LLC

37.92K

Mar 31, 26

+37.92K

14.55%

RFG Advisory, LLC

37.39K

Mar 31, 26

+37.39K

14.35%

FIRETHORN WEALTH PARTNERS, LLC

36.14K

Mar 31, 26

+36.14K

13.87%

VERUS CAPITAL PARTNERS, LLC

35.94K

Mar 31, 26

+35.94K

13.79%

Ameritas Advisory Services, LLC

34.92K

Mar 31, 26

+34.92K

13.40%

Barnes Wealth Management Group, Inc

34.48K

Mar 31, 26

+34.48K

13.23%

Able Wealth Management LLC

33.80K

Mar 31, 26

+33.80K

12.97%

FINANCIAL LIFE ADVISORS

33.75K

Mar 31, 26

+33.75K

12.95%

Vestmark Advisory Solutions, Inc.

32.88K

Mar 31, 26

+32.88K

12.62%

Avidian Wealth Solutions, LLC

32.59K

Mar 31, 26

+32.59K

12.50%

Arkadios Wealth Advisors

32.41K

Mar 31, 26

+32.41K

12.44%

LifePlan Investment Advisors, Inc.

32.14K

Mar 31, 26

+32.14K

12.33%

Retirement Wealth Solutions LLC

32.04K

Mar 31, 26

+32.04K

12.30%

CFS Investment Advisory Services, LLC

31.86K

Mar 31, 26

+31.86K

12.22%

Commonwealth Retirement Investments LLC

28.85K

Mar 31, 26

+28.85K

11.07%

WealthPLAN Partners, LLC

28.38K

Mar 31, 26

+28.38K

10.89%

BCU Wealth Advisors, LLC

26.88K

Mar 31, 26

+26.88K

10.31%

WEALTHGARDEN F.S. LLC

26.53K

Mar 31, 26

+26.53K

10.18%

Rockefeller Capital Management L.P.

26.14K

Mar 31, 26

+26.14K

10.03%

Maia Wealth LLC

26.04K

Mar 31, 26

+26.04K

9.99%

B. Riley Wealth Advisors, Inc.

25.63K

Mar 31, 26

+25.63K

9.83%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.20K

Mar 31, 26

+25.20K

9.67%

HighTower Advisors, LLC

24.89K

Mar 31, 26

+24.89K

9.55%

First Heartland Consultants, Inc.

24.02K

Mar 31, 26

+24.02K

9.22%

5T Wealth, LLC

23.52K

Mar 31, 26

+23.52K

9.03%

Merkkuri Wealth Advisors LLC

20.22K

Mar 31, 26

+20.22K

7.76%

WealthTrak Capital Management LLC

19.95K

Mar 31, 26

+19.95K

7.65%

WORLD EQUITY GROUP, INC.

18.93K

Mar 31, 26

+18.93K

7.27%

Atomi Financial Group, Inc.

18.88K

Mar 31, 26

+18.88K

7.24%

SUTTON PLACE INVESTORS LLC

18.54K

Mar 31, 26

+18.54K

7.11%

JFS WEALTH ADVISORS, LLC

18.54K

Mar 31, 26

+18.54K

7.11%

BridgePort Financial Solutions, LLC

18.44K

Mar 31, 26

+18.44K

7.08%

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

18.36K

Mar 31, 26

+18.36K

7.04%

Sovereign Financial Group, Inc.

17.33K

Mar 31, 26

+17.33K

6.65%

Raleigh Capital Management Inc.

17.23K

Mar 31, 26

+17.23K

6.61%

Beacon Capital Management, LLC

16.62K

Mar 31, 26

+16.62K

6.38%

CITIGROUP INC

16.12K

Mar 31, 26

+16.12K

6.19%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

16.11K

Mar 31, 26

+16.11K

6.18%

Stratos Wealth Partners, LTD.

15.82K

Mar 31, 26

+15.82K

6.07%

W ADVISORS, LLC

15.61K

Mar 31, 26

+15.61K

5.99%

Two West Capital Advisors LLC

15.23K

Mar 31, 26

+15.23K

5.85%

Smartleaf Asset Management LLC

14.95K

Mar 31, 26

+14.95K

5.74%

Strategic Blueprint, LLC

14.42K

Mar 31, 26

+14.42K

5.53%

FIFTH THIRD BANCORP

14.18K

Mar 31, 26

+14.18K

5.44%

Tempus Wealth Planning, LLC

14.06K

Mar 31, 26

+14.06K

5.40%

Centurion Wealth Management LLC

14.01K

Mar 31, 26

+14.01K

5.37%

Transamerica Financial Advisors, Inc.

13.88K

Mar 31, 26

+13.88K

5.32%

Richmond Investment Services, LLC

13.87K

Mar 31, 26

+13.87K

5.32%

TRANSCEND CAPITAL ADVISORS, LLC

13.78K

Mar 31, 26

+13.78K

5.29%

Signal Advisors Wealth, LLC

13.35K

Mar 31, 26

+13.35K

5.12%

MARIPAU WEALTH MANAGEMENT LLC

13.12K

Mar 31, 26

+13.12K

5.03%

Catalina Capital Group, LLC

13.01K

Mar 31, 26

+13.01K

4.99%

KICKSTAND VENTURES, LLC.

13.00K

Mar 31, 26

+13.00K

4.99%

Accelerate Investment Advisors LLC

12.45K

Mar 31, 26

+12.45K

4.78%

Aspire Private Capital, LLC

12.23K

Mar 31, 26

+12.23K

4.69%

Family Wealth Group, LLC

12.20K

Mar 31, 26

+12.20K

4.68%

HARBOUR INVESTMENTS, INC.

12.16K

Mar 31, 26

+12.16K

4.67%

M Holdings Securities, Inc.

12.14K

Mar 31, 26

+12.14K

4.66%

WEDBUSH SECURITIES INC

11.92K

Mar 31, 26

+11.92K

4.57%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

11.51K

Mar 31, 26

+11.51K

4.42%

Alta Wealth Advisors LLC

11.51K

Mar 31, 26

+11.51K

4.42%

Worth Asset Management, LLC

10.75K

Mar 31, 26

+300

4.12%

COLDSTREAM CAPITAL MANAGEMENT INC

10.74K

Mar 31, 26

+10.74K

4.12%

Argent Trust Co

10.74K

Mar 31, 26

+10.74K

4.12%

NWAM LLC

10.66K

Mar 31, 26

+10.66K

4.09%

Beacon Financial Advisory LLC

10.46K

Mar 31, 26

+10.46K

4.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

10.42K

Mar 31, 26

+10.42K

4.00%

Semus Wealth Partners LLC

10.39K

Mar 31, 26

+10.39K

3.99%

Investor's Fiduciary Advisor Network, LLC

10.39K

Mar 31, 26

+10.39K

3.99%

Resurgent Financial Advisors LLC

10.39K

Mar 31, 26

+10.39K

3.99%

Imprint Wealth LLC

10.06K

Mar 31, 26

+10.06K

3.86%

GeoWealth Management, LLC

9.69K

Mar 31, 26

+9.69K

3.72%

Lantern Wealth Advisors, LLC

9.69K

Mar 31, 26

+9.69K

3.72%

DAVENPORT & Co LLC

9.68K

Mar 31, 26

+9.68K

3.71%

SMART Wealth LLC

9.31K

Mar 31, 26

+9.31K

3.57%

MN Wealth Advisors, LLC

9.08K

Mar 31, 26

+9.08K

3.49%

ALTERNA WEALTH MANAGEMENT, INC

8.96K

Mar 31, 26

+8.96K

3.44%

Lifeworks Advisors, LLC

8.96K

Mar 31, 26

+8.96K

3.44%

JT Stratford LLC

8.92K

Mar 31, 26

+8.92K

3.42%

Tyche Wealth Partners LLC

8.75K

Mar 31, 26

+8.75K

3.36%

Keystone Financial Group

8.50K

Mar 31, 26

+8.50K

3.26%

Gallagher Fiduciary Advisors, LLC

8.22K

Mar 31, 26

+8.22K

3.15%

XY Planning Network, Inc.

7.86K

Mar 31, 26

+7.86K

3.02%

RCS Financial Planning, LLC

7.81K

Mar 31, 26

+7.81K

3.00%

OMNI 360 Wealth, Inc.

7.64K

Mar 31, 26

+7.64K

2.93%

Buckingham Strategic Partners

7.64K

Mar 31, 26

+7.64K

2.93%

Ausdal Financial Partners, Inc.

7.59K

Mar 31, 26

+7.59K

2.91%

Apeiron RIA LLC

7.44K

Mar 31, 26

+7.44K

2.86%

PRIVATE TRUST CO NA

7.18K

Mar 31, 26

+7.18K

2.76%

Savvy Advisors, Inc.

7.15K

Mar 31, 26

+7.15K

2.74%

CALIBER WEALTH MANAGEMENT, LLC / KS

7.14K

Mar 31, 26

+7.14K

2.74%

PFG Investments, LLC

6.96K

Mar 31, 26

+6.96K

2.67%

Hanlon Investment Management, Inc.

6.86K

Mar 31, 26

+6.86K

2.63%

Gilliland Jeter Wealth Management LLC

6.72K

Mar 31, 26

+6.72K

2.58%

Fulcrum Equity Management

6.63K

Mar 31, 26

+6.63K

2.54%

Sowell Financial Services LLC

6.60K

Mar 31, 26

+6.60K

2.53%

EverSource Wealth Advisors, LLC

6.56K

Mar 31, 26

+6.56K

2.52%

Hutchens & Kramer Investment Management Group, LLC

6.39K

Mar 31, 26

+6.39K

2.45%

IHT Wealth Management, LLC

6.17K

Mar 31, 26

+6.17K

2.37%

Cape Investment Advisory, Inc.

6.11K

Mar 31, 26

+6.11K

2.35%

Mosaic Advisors LLC

5.73K

Mar 31, 26

+5.73K

2.20%

PUREfi Wealth, LLC

5.66K

Mar 31, 26

+5.66K

2.17%

US BANCORP \DE\

5.63K

Mar 31, 26

+5.63K

2.16%

MSH Capital Advisors LLC

5.62K

Mar 31, 26

+5.62K

2.15%

Arcadia Wealth Management, LLC

5.61K

Mar 31, 26

+5.61K

2.15%

GWN SECURITIES INC.

5.60K

Mar 31, 26

+5.60K

2.15%

KINGSWOOD WEALTH ADVISORS, LLC

5.56K

Mar 31, 26

+5.56K

2.13%

LOCKERMAN FINANCIAL GROUP, INC.

5.55K

Mar 31, 26

+5.55K

2.13%

Quartz Partners, LLC

5.37K

Mar 31, 26

+5.37K

2.06%

LongView Wealth Management

5.06K

Mar 31, 26

+5.06K

1.94%

SEEDS INVESTOR LLC

4.71K

Mar 31, 26

+4.71K

1.81%

Western Wealth Management, LLC

4.46K

Mar 31, 26

+4.46K

1.71%

Spire Wealth Management

3.87K

Mar 31, 26

+3.87K

1.49%

KM Capital Management Ltd.

3.70K

Mar 31, 26

+3.70K

1.42%

New Republic Capital, LLC

3.07K

Mar 31, 26

+3.07K

1.18%

UBS Group AG

2.83K

Mar 31, 26

+2.83K

1.09%

SRS Capital Advisors, Inc.

2.71K

Mar 31, 26

+2.33K

1.04%

Opal Wealth Advisors, LLC

1.70K

Mar 31, 26

+1.70K

0.65%

Lloyd Advisory Services, LLC.

1.59K

Mar 31, 26

+1.59K

0.61%

Kingdom Financial Group LLC.

1.59K

Mar 31, 26

+1.59K

0.61%

Golden State Wealth Management, LLC

1.42K

Mar 31, 26

+1.42K

0.55%

AdvisorNet Financial, Inc

1.35K

Mar 31, 26

+1.35K

0.52%

Quest 10 Wealth Builders, Inc.

982

Mar 31, 26

+982

0.38%

JONES FINANCIAL COMPANIES LLLP

950

Mar 31, 26

+950

0.36%

Aptus Capital Advisors, LLC

817

Mar 31, 26

+817

0.31%

GUARDIAN WEALTH ADVISORS, LLC / NC

792

Mar 31, 26

+792

0.30%

WELLS FARGO & COMPANY/MN

719

Mar 31, 26

+719

0.28%

FMR LLC

670

Mar 31, 26

+670

0.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

445

Mar 31, 26

+445

0.17%

HARBOR INVESTMENT ADVISORY, LLC

443

Mar 31, 26

+443

0.17%

Kilter Group LLC

413

Mar 31, 26

+413

0.16%

Indiana Trust & Investment Management CO

331

Mar 31, 26

+331

0.13%

Founders Financial Alliance, LLC

140

Mar 31, 26

+140

0.05%

N.E.W. Advisory Services LLC

127

Mar 31, 26

+127

0.05%

Tidemark, LLC

121

Mar 31, 26

+121

0.05%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

+60

0.02%

Root Financial Partners, LLC

Mar 31, 26

+44

0.02%

Johnson Financial Group, Inc.

Mar 31, 26

+34

0.01%

NBC SECURITIES, INC.

Mar 31, 26

+16

0.01%

BANK OF AMERICA CORP /DE/

Mar 31, 26

-4.20K

OLD MISSION CAPITAL LLC

Mar 31, 26

-5.84K

HRT FINANCIAL LP

Mar 31, 26

-4.94K

BlackRock Inc.

195.00K

Jun 30, 24

-5.00K

74.82%