Amplify Blockchain Technology ETF(BLOK)

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Amplify Blockchain Technology ETF(BLOK)

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$61.58—

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BLOK(BLOK)

BLOK

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Institutional Ownership

Top 327 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.56M	Mar 31, 26	+4.58K	9.10%
LPL Financial LLC	765.86K	Mar 31, 26	-248.61K	4.46%
Gradient Investments LLC	518.65K	Mar 31, 26	+29.08K	3.02%
WELLS FARGO & COMPANY/MN	478.45K	Mar 31, 26	+44.72K	2.78%
HighTower Advisors, LLC	169.78K	Mar 31, 26	-9.25K	0.99%
ENVESTNET ASSET MANAGEMENT INC	157.28K	Mar 31, 26	+17.48K	0.91%
Cetera Investment Advisers	148.25K	Mar 31, 26	-5.36K	0.86%
ROYAL BANK OF CANADA	132.87K	Mar 31, 26	+10.74K	0.77%
Carter Financial Group, INC.	128.80K	Mar 31, 26	-836	0.75%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	121.24K	Mar 31, 26	+61.98K	0.71%
OPPENHEIMER & CO INC	101.83K	Mar 31, 26	+101.83K	0.59%
Janney Montgomery Scott LLC	96.38K	Mar 31, 26	+3.75K	0.56%
Columbus Macro, LLC	95.38K	Mar 31, 26	+1.94K	0.55%
GERBER, LLC	89.75K	Mar 31, 26	+32	0.52%
COMMONWEALTH EQUITY SERVICES, LLC	83.37K	Mar 31, 26	+3.57K	0.48%
Mattson Financial Services, LLC	80.09K	Mar 31, 26	+3.33K	0.47%
NWAM LLC	78.60K	Mar 31, 26	-1.41K	0.46%
LEAVELL INVESTMENT MANAGEMENT, INC.	75.95K	Mar 31, 26	-8.88K	0.44%
MML INVESTORS SERVICES, LLC	67.89K	Mar 31, 26	-15.97K	0.39%
Cambridge Investment Research Advisors, Inc.	67.14K	Mar 31, 26	-2.73K	0.39%
WILEY BROS.-AINTREE CAPITAL, LLC	64.49K	Mar 31, 26	+20.13K	0.38%
Qube Research & Technologies Ltd	60.64K	Mar 31, 26	+20.55K	0.35%
Financial Engines Advisors L.L.C.	54.35K	Mar 31, 26	-369	0.32%
Baird Financial Group, Inc.	53.77K	Mar 31, 26	+37.23K	0.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	53.11K	Mar 31, 26	+31.42K	0.31%
WMG Financial Advisors, LLC	50.74K	Mar 31, 26	+3.77K	0.30%
Eagle Strategies LLC	47.75K	Mar 31, 26	-29.60K	0.28%
SEI INVESTMENTS CO	47.28K	Mar 31, 26	--	0.28%
D. E. Shaw & Co., Inc.	47.17K	Mar 31, 26	-30.40K	0.27%
Merit Financial Group, LLC	45.14K	Mar 31, 26	-1.32K	0.26%
HRT FINANCIAL LP	44.78K	Mar 31, 26	+37.90K	0.26%
GTS SECURITIES LLC	43.86K	Mar 31, 26	+43.86K	0.26%
IFP Advisors, Inc	42.31K	Mar 31, 26	+14.84K	0.25%
JANE STREET GROUP, LLC	41.18K	Mar 31, 26	+14.85K	0.24%
FLOW TRADERS U.S. LLC	40.34K	Mar 31, 26	+40.34K	0.23%
CX Institutional	39.31K	Mar 31, 26	+6.27K	0.23%
STIFEL FINANCIAL CORP	35.97K	Mar 31, 26	-31.93K	0.21%
Wealthfront Advisers LLC	32.16K	Mar 31, 26	-18.37K	0.19%
Strategic Wealth Investment Group, LLC	29.68K	Mar 31, 26	-439	0.17%
B & T Capital Management DBA Alpha Capital Management	29.12K	Mar 31, 26	+18.09K	0.17%
RAYMOND JAMES FINANCIAL INC	28.70K	Mar 31, 26	+803	0.17%
Moran Wealth Management, LLC	27.51K	Mar 31, 26	+10.38K	0.16%
NTV ASSET MANAGEMENT LLC	25.50K	Mar 31, 26	+230	0.15%
Western Wealth Management, LLC	25.30K	Mar 31, 26	+248	0.15%
Brookstone Capital Management	24.81K	Mar 31, 26	-13.14K	0.14%
Vise Technologies, Inc.	23.96K	Mar 31, 26	--	0.14%
CWM, LLC	23.85K	Mar 31, 26	-1.45K	0.14%
Rockefeller Capital Management L.P.	23.71K	Mar 31, 26	+14.16K	0.14%
U.S. Capital Wealth Advisors, LLC	23.58K	Mar 31, 26	+5.59K	0.14%
Brinker Capital Investments, LLC	22.55K	Mar 31, 26	-50.71K	0.13%
Bank of New York Mellon Corp	22.43K	Mar 31, 26	-591	0.13%
Kestra Advisory Services, LLC	22.25K	Mar 31, 26	+1.53K	0.13%
Sovran Advisors, LLC	21.08K	Mar 31, 26	-3.50K	0.12%
Dynamic Advisor Solutions LLC	19.34K	Mar 31, 26	-18	0.11%
Mariner, LLC	19.17K	Mar 31, 26	-3.29K	0.11%
Kaizen Financial Strategies	19.13K	Mar 31, 26	-100	0.11%
Foundations Investment Advisors, LLC	18.00K	Mar 31, 26	-37.00K	0.10%
Traction Financial Partners, LLC	17.25K	Mar 31, 26	+1.08K	0.10%
Steward Partners Investment Advisory, LLC	16.22K	Mar 31, 26	-2.98K	0.09%
Kingsview Wealth Management, LLC	16.20K	Mar 31, 26	-466	0.09%
MATAURO, LLC	16.09K	Mar 31, 26	-1.09K	0.09%
StoneX Group Inc.	16.04K	Mar 31, 26	+911	0.09%
Summit Financial, LLC	15.85K	Mar 31, 26	+15.85K	0.09%
UBS Group AG	15.45K	Mar 31, 26	-3.14K	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.02K	Mar 31, 26	-15.42K	0.09%
Stelac Advisory Services LLC	14.99K	Mar 31, 26	+7.28K	0.09%
LRI Investments, LLC	14.28K	Mar 31, 26	+14.28K	0.08%
WealthPlan Investment Management, LLC	14.13K	Mar 31, 26	+14.13K	0.08%
Creative Planning	14.06K	Mar 31, 26	-252	0.08%
Stratos Wealth Partners, LTD.	13.83K	Mar 31, 26	+491	0.08%
Private Advisor Group, LLC	13.65K	Mar 31, 26	-14.71K	0.08%
VestGen Advisors, LLC	12.76K	Mar 31, 26	-408	0.07%
Independent Advisor Alliance	12.69K	Mar 31, 26	+12.69K	0.07%
SRS Capital Advisors, Inc.	12.09K	Mar 31, 26	-2.52K	0.07%
Visionary Wealth Advisors	11.65K	Mar 31, 26	+899	0.07%
FSA Investment Group, LLC	11.24K	Mar 31, 26	+11.24K	0.07%
Envestnet Portfolio Solutions, Inc.	11.09K	Mar 31, 26	+910	0.06%
Bison Wealth, LLC	11.05K	Mar 31, 26	--	0.06%
Banco Santander, S.A.	10.81K	Mar 31, 26	+2.96K	0.06%
ROMAN BUTLER FULLERTON & CO	10.06K	Mar 31, 26	-652	0.06%
Freedom Financial Partners LLC	9.97K	Mar 31, 26	+230	0.06%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.78K	Mar 31, 26	+9.78K	0.06%
ARBOR CAPITAL MANAGEMENT INC /ADV	8.91K	Mar 31, 26	-396	0.05%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	8.77K	Mar 31, 26	+2.58K	0.05%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	8.57K	Mar 31, 26	-177	0.05%
New England Private Wealth Advisors LLC	8.55K	Mar 31, 26	--	0.05%
Paladin Wealth, LLC	8.47K	Mar 31, 26	+2.25K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.40K	Mar 31, 26	+691	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.09K	Mar 31, 26	+88	0.05%
Integrated Wealth Concepts LLC	8.02K	Mar 31, 26	+8.02K	0.05%
Colony Group, LLC	7.90K	Mar 31, 26	--	0.05%
PCG Wealth Advisors, LLC	7.87K	Mar 31, 26	-1.04K	0.05%
Allworth Financial LP	7.58K	Mar 31, 26	+49	0.04%
ARQ WEALTH ADVISORS, LLC	7.26K	Mar 31, 26	+7.26K	0.04%
JAMES INVESTMENT RESEARCH INC	6.91K	Mar 31, 26	-5.78K	0.04%
Emerald Advisors, LLC	6.83K	Mar 31, 26	+164	0.04%
MAI Capital Management	6.75K	Mar 31, 26	--	0.04%
Quantinno Capital Management LP	6.70K	Mar 31, 26	+46	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	6.51K	Mar 31, 26	+1.53K	0.04%
CreativeOne Wealth, LLC	6.37K	Mar 31, 26	+146	0.04%
ADVISOR GROUP HOLDINGS, INC.	6.35K	Mar 31, 26	-972	0.04%
RFG Advisory, LLC	6.07K	Mar 31, 26	+6.07K	0.04%
Atria Investments, Inc	5.91K	Mar 31, 26	+470	0.03%
Rollins Financial Advisors, LLC	5.81K	Mar 31, 26	-784	0.03%
Tradition Wealth Management, LLC	5.80K	Mar 31, 26	--	0.03%
Arkadios Wealth Advisors	5.68K	Mar 31, 26	+1.59K	0.03%
Brown Financial Advisors	5.61K	Mar 31, 26	+96	0.03%
Ashton Thomas Private Wealth, LLC	5.58K	Mar 31, 26	+13	0.03%
Buckingham Strategic Partners	5.54K	Mar 31, 26	+5.54K	0.03%
Cyndeo Wealth Partners, LLC	5.53K	Mar 31, 26	+107	0.03%
NBC SECURITIES, INC.	5.49K	Mar 31, 26	+234	0.03%
TRUIST FINANCIAL CORP	5.47K	Mar 31, 26	-478	0.03%
IHT Wealth Management, LLC	5.39K	Mar 31, 26	+143	0.03%
CI Private Wealth, LLC	5.35K	Mar 31, 26	-2.16K	0.03%
FULTON BANK, N.A.	5.30K	Mar 31, 26	--	0.03%
Capital Investment Advisory Services, LLC	5.11K	Mar 31, 26	-749	0.03%
Maridea Wealth Management LLC	5.04K	Mar 31, 26	+5.04K	0.03%
HCR Wealth Advisors	5.01K	Mar 31, 26	--	0.03%
GLENMEDE TRUST CO NA	4.95K	Mar 31, 26	--	0.03%
Equitable Holdings, Inc.	4.90K	Mar 31, 26	-2.29K	0.03%
J.W. COLE ADVISORS, INC.	4.90K	Mar 31, 26	-2.08K	0.03%
Fiduciary Alliance LLC	4.61K	Mar 31, 26	-118	0.03%
Apella Capital, LLC	4.56K	Mar 31, 26	+478	0.03%
Advisory Services Network, LLC	4.53K	Mar 31, 26	+526	0.03%
TITLEIST ASSET MANAGEMENT, LLC	4.50K	Mar 31, 26	+4.50K	0.03%
SFMG, LLC	4.33K	Mar 31, 26	--	0.03%
EP Wealth Advisors, LLC	4.30K	Mar 31, 26	-76	0.03%
Lido Advisors, LLC	4.25K	Mar 31, 26	+4.25K	0.02%
GAMMA Investing LLC	4.17K	Mar 31, 26	--	0.02%
North Star Investment Management Corp.	3.46K	Mar 31, 26	--	0.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	3.17K	Mar 31, 26	-22	0.02%
Smartleaf Asset Management LLC	3.15K	Mar 31, 26	+338	0.02%
US BANCORP \DE\	2.89K	Mar 31, 26	+23	0.02%
Aptus Capital Advisors, LLC	2.88K	Mar 31, 26	+2.37K	0.02%
AdvisorNet Financial, Inc	2.64K	Mar 31, 26	-295	0.02%
Farther Finance Advisors, LLC	2.55K	Mar 31, 26	+203	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.54K	Mar 31, 26	+140	0.01%
JPMORGAN CHASE & CO	2.51K	Mar 31, 26	-10.19K	0.01%
FIFTH THIRD BANCORP	2.29K	Mar 31, 26	+2.29K	0.01%
Atlantic Union Bankshares Corp	2.29K	Mar 31, 26	-167	0.01%
First PREMIER Bank	2.02K	Mar 31, 26	--	0.01%
Manchester Capital Management LLC	2.01K	Mar 31, 26	+200	0.01%
Geneos Wealth Management Inc.	1.69K	Mar 31, 26	-812	0.01%
BANK OF MONTREAL /CAN/	1.68K	Mar 31, 26	-32	0.01%
MATHER GROUP, LLC.	1.39K	Mar 31, 26	+1.39K	0.01%
Crewe Advisors LLC	1.35K	Mar 31, 26	--	0.01%
SIMPLEX TRADING, LLC	1.19K	Mar 31, 26	-366	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.18K	Mar 31, 26	--	0.01%
Rosenberg Matthew Hamilton	1.07K	Mar 31, 26	--	0.01%
Spire Wealth Management	1.06K	Mar 31, 26	-53	0.01%
AE Wealth Management LLC	1.03K	Mar 31, 26	-26	0.01%
AlphaCore Capital LLC	1.01K	Mar 31, 26	-500	0.01%
HARBOUR INVESTMENTS, INC.	925	Mar 31, 26	+322	0.01%
SIGNATUREFD, LLC	865	Mar 31, 26	+300	0.01%
NewEdge Advisors, LLC	845	Mar 31, 26	--	0.00%
BOKF, NA	784	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	761	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	646	Mar 31, 26	--	0.00%
Rossby Financial, LCC	645	Mar 31, 26	+2	0.00%
Asset Dedication, LLC	643	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	630	Mar 31, 26	+630	0.00%
DHJJ Financial Advisors, Ltd.	626	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	623	Mar 31, 26	--	0.00%
Jackson, Grant Investment Advisers, Inc.	590	Mar 31, 26	--	0.00%
GROUP ONE TRADING, L.P.	567	Mar 31, 26	+567	0.00%
Sound Income Strategies, LLC	524	Mar 31, 26	-289	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	512	Mar 31, 26	+512	0.00%
Copia Wealth Management	497	Mar 31, 26	-210	0.00%
Ancora Advisors, LLC	495	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	470	Mar 31, 26	+470	0.00%
Synergy Investment Management, LLC	451	Mar 31, 26	+451	0.00%
Park Place Capital Corp	447	Mar 31, 26	+447	0.00%
GODSEY & GIBB, INC	442	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	438	Mar 31, 26	+210	0.00%
MCF Advisors LLC	436	Mar 31, 26	+236	0.00%
ROTHSCHILD INVESTMENT LLC	432	Mar 31, 26	--	0.00%
Opal Wealth Advisors, LLC	425	Mar 31, 26	+425	0.00%
BlackRock, Inc.	383	Mar 31, 26	+372	0.00%
SJS Investment Consulting Inc.	381	Mar 31, 26	+13	0.00%
Team Financial Group, LLC	359	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	349	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	335	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	299	Mar 31, 26	-2	0.00%
Center for Financial Planning, Inc.	281	Mar 31, 26	+281	0.00%
Tidemark, LLC	257	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	235	Mar 31, 26	--	0.00%
Financial Life Planners	227	Mar 31, 26	+227	0.00%
Hillsdale Investment Management Inc.	220	Mar 31, 26	--	0.00%
Cedar Mountain Advisors, LLC	212	Mar 31, 26	--	0.00%
Financial Perspectives, Inc	203	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	202	Mar 31, 26	--	0.00%
Main Street Group, LTD	200	Mar 31, 26	+200	0.00%
Harbor Asset Planning, Inc.	194	Mar 31, 26	+2	0.00%
Ronald Blue Trust, Inc.	163	Mar 31, 26	--	0.00%
BIRCHBROOK, INC.	150	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	149	Mar 31, 26	+149	0.00%
ARMSTRONG ADVISORY GROUP, INC	143	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	139	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	139	Mar 31, 26	-474	0.00%
Frazier Financial Advisors, LLC	131	Mar 31, 26	+10	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	127	Mar 31, 26	+35	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	126	Mar 31, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	118	Mar 31, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	116	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	115	Mar 31, 26	+115	0.00%
Ball & Co Wealth Management Inc.	107	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	101	Mar 31, 26	--	0.00%
Kilter Group LLC	100	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	100	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	100	Mar 31, 26	--	0.00%
Strategic Advocates LLC	95	Mar 31, 26	-577	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	91	Mar 31, 26	+91	0.00%
Prestige Wealth Management Group LLC	90	Mar 31, 26	--	0.00%
Financial Network Wealth Advisors LLC	87	Mar 31, 26	-25	0.00%
TOTH FINANCIAL ADVISORY CORP	75	Mar 31, 26	--	0.00%
Trust Co	71	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	67	Mar 31, 26	+50	0.00%
TD Waterhouse Canada Inc.	60	Mar 31, 26	--	0.00%
ASSETMARK, INC	49	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	49	Mar 31, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	41	Mar 31, 26	--	0.00%
Fourth Dimension Wealth, LLC	29	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	28	Mar 31, 26	-500	0.00%
Smithfield Trust Co	25	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	24	Mar 31, 26	--	0.00%
KELLEHER FINANCIAL ADVISORS	18	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	15	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	11	Mar 31, 26	--	0.00%
HOEY INVESTMENTS, INC	11	Mar 31, 26	--	0.00%
Biltmore Family Office, LLC	10	Mar 31, 26	--	0.00%
Cheviot Value Management, LLC	7	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-8.44K	--
EIGHT 31 FINANCIAL LLC	--	Mar 31, 26	-5.55K	--
Riggs Asset Managment Co. Inc.	--	Mar 31, 26	-78.63K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-40	--
Meridian Financial, LLC	--	Mar 31, 26	-4.06K	--
Betterment LLC	--	Mar 31, 26	-4.00K	--
NORTHERN TRUST CORP	--	Mar 31, 26	-3.89K	--
Maia Wealth LLC	--	Mar 31, 26	-3.99K	--
Florin Court Capital LLP	--	Mar 31, 26	-6.10K	--
Larson Financial Group LLC	--	Mar 31, 26	-20	--
J. Safra Sarasin Holding AG	--	Mar 31, 26	-4.12K	--
Game Plan Financial Advisors, LLC	--	Mar 31, 26	-1	--
Concorde Asset Management, LLC	--	Mar 31, 26	-4.35K	--
CLG LLC	--	Mar 31, 26	-19.20K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-6.59K	--
WCG Wealth Advisors LLC	--	Mar 31, 26	-13.72K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-16.40K	--
Worth Asset Management, LLC	--	Mar 31, 26	-4.89K	--
Amundi	--	Mar 31, 26	-3.87K	--
Venturi Wealth Management, LLC	--	Mar 31, 26	-3.60K	--
Toroso Investments, LLC	--	Mar 31, 26	-24.43K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-8.34K	--
Inlight Wealth Management, LLC	--	Mar 31, 26	-100	--
Ferguson Shapiro LLC	--	Mar 31, 26	-4.90K	--
Elwood & Goetz Wealth Advisory Group, LLC	--	Mar 31, 26	-10.30K	--
BURKE & HERBERT BANK & TRUST CO	--	Mar 31, 26	-7.20K	--
Insight Advisors, LLC/ PA	--	Mar 31, 26	-11.05K	--
Stegent Equity Advisors, Inc.	--	Mar 31, 26	-6.39K	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-1.99K	--
Windsor Advisory Group, LLC	--	Mar 31, 26	-7.49K	--
Vertex Planning Partners, LLC	--	Mar 31, 26	-4.00K	--
Global Retirement Partners, LLC	12.05K	Dec 31, 25	+7.83K	0.07%
COMERICA BANK	3.99K	Dec 31, 25	+1.59K	0.02%
Motiv8 Investments LLC	100	Dec 31, 25	+100	0.00%
CIBC Private Wealth Group, LLC	25	Dec 31, 25	-21	0.00%
Edge Financial Advisors LLC	--	Dec 31, 25	-3.95K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-290	--
Strive Asset Management, LLC	128.75K	Sep 30, 25	+21.44K	0.75%
Glenmede Investment Management, LP	4.95K	Sep 30, 25	--	0.03%
Accredited Wealth Management, LLC	300	Sep 30, 25	+100	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-34.38K	--
Atria Wealth Solutions, Inc.	31.03K	Jun 30, 25	+4.37K	0.18%
AVANTAX ADVISORY SERVICES, INC.	4.87K	Jun 30, 25	+4.87K	0.03%
PrairieView Partners, LLC	221	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	6.40K	Mar 31, 25	+6.40K	0.04%
Sandy Spring Bank	2.15K	Mar 31, 25	+252	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-7.63K	--
Sweet Financial Partners, LLC	23.07K	Sep 30, 24	-348	0.13%
Raymond James Financial Services Advisors, Inc.	17.66K	Sep 30, 24	-1.86K	0.10%
RAYMOND JAMES & ASSOCIATES	17.21K	Sep 30, 24	-1.20K	0.10%
CEDRUS LLC	8.25K	Sep 30, 24	+8.25K	0.05%
VitalStone Financial, LLC	5.81K	Sep 30, 24	-1.04K	0.03%
Halpern Financial, Inc.	3.56K	Sep 30, 24	--	0.02%
FinTrust Capital Advisors, LLC	305	Sep 30, 24	--	0.00%
All Season Financial Advisors, Inc.	--	Sep 30, 24	-9.23K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	2.31K	Jun 30, 24	-23	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.08K	--
Cetera Advisors LLC	88.67K	Mar 31, 24	+66.81K	0.52%
Cetera Advisor Networks LLC	48.91K	Mar 31, 24	-1.53K	0.28%
Cutler Group LLC / CA	--	Mar 31, 24	-3.17K	--
PROVENCE WEALTH MANAGEMENT GROUP	1.85K	Dec 31, 23	--	0.01%
Baystate Wealth Management LLC	396	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	--	Sep 30, 23	-9.84K	--
First Capital Advisors Group, LLC.	1.29K	Jun 30, 23	+1.29K	0.01%
Kistler-Tiffany Companies, LLC	200	Jun 30, 23	--	0.00%
Baldrige Asset Management LLC	21	Mar 31, 23	--	0.00%
Sargent Bickham Lagudis LLC	198	Dec 31, 22	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	28.16K	Sep 30, 22	-873	0.16%
American Portfolios Advisors	17.93K	Sep 30, 22	-1.07K	0.10%
Surevest, LLC	650	Sep 30, 22	--	0.00%
MILESTONE WEALTH, LLC	404	Sep 30, 22	--	0.00%
FourThought Financial, LLC	150	Sep 30, 22	--	0.00%
Covington Capital Management	150	Sep 30, 22	--	0.00%
Danda Trouve Investment Management, Inc.	135	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-15	--
Pinnacle Private Wealth, LLC	--	Jun 30, 22	-5.88K	--
Cordasco Financial Network	--	Jun 30, 22	-50	--
Private Capital Group, LLC	--	Jun 30, 22	-363	--
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-10.87K	--
Dixon Hughes Goodman Wealth Advisors LLC	1.93K	Mar 31, 22	+340	0.01%
NEXT Financial Group, Inc	11.42K	Dec 31, 21	+119	0.07%
Castle Financial & Retirement Planning Associates, Inc.	5.07K	Dec 31, 21	+5.07K	0.03%
Carroll Financial Associates, Inc.	748	Dec 31, 21	+356	0.00%
REILLY FINANCIAL ADVISORS, LLC	50	Dec 31, 21	--	0.00%
Cardan Capital Partners, LLC	57.84K	Sep 30, 21	-28.98K	0.34%
Cascadia Advisory Services, LLC	12.43K	Sep 30, 21	-448	0.07%
Ameritas Investment Company, LLC	10.49K	Sep 30, 21	+1.49K	0.06%
LEVEL FOUR FINANCIAL, LLC	7.59K	Sep 30, 21	+160	0.04%
BBVA USA	--	Sep 30, 21	-344	--
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	1.10K	Jun 30, 21	--	0.01%
FormulaFolio Investments, LLC	161	Jun 30, 21	+21	0.00%
Squar Milner Financial Services LLC	200	Mar 31, 20	--	0.00%
Advisor Group, Inc.	38.89K	Dec 31, 19	-3.20K	0.23%
LADENBURG THALMANN FINANCIAL SERVICES INC.	7.71K	Dec 31, 19	+262	0.04%
Vantage Investment Advisors, LLC	--	Sep 30, 18	-750	--

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Holder

Date

Change

% Held

MORGAN STANLEY

1.56M

Mar 31, 26

+4.58K

9.10%

LPL Financial LLC

765.86K

Mar 31, 26

-248.61K

4.46%

Gradient Investments LLC

518.65K

Mar 31, 26

+29.08K

3.02%

WELLS FARGO & COMPANY/MN

478.45K

Mar 31, 26

+44.72K

2.78%

HighTower Advisors, LLC

169.78K

Mar 31, 26

-9.25K

0.99%

ENVESTNET ASSET MANAGEMENT INC

157.28K

Mar 31, 26

+17.48K

0.91%

Cetera Investment Advisers

148.25K

Mar 31, 26

-5.36K

0.86%

ROYAL BANK OF CANADA

132.87K

Mar 31, 26

+10.74K

0.77%

Carter Financial Group, INC.

128.80K

Mar 31, 26

-836

0.75%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

121.24K

Mar 31, 26

+61.98K

0.71%

OPPENHEIMER & CO INC

101.83K

Mar 31, 26

+101.83K

0.59%

Janney Montgomery Scott LLC

96.38K

Mar 31, 26

+3.75K

0.56%

Columbus Macro, LLC

95.38K

Mar 31, 26

+1.94K

0.55%

GERBER, LLC

89.75K

Mar 31, 26

+32

0.52%

COMMONWEALTH EQUITY SERVICES, LLC

83.37K

Mar 31, 26

+3.57K

0.48%

Mattson Financial Services, LLC

80.09K

Mar 31, 26

+3.33K

0.47%

NWAM LLC

78.60K

Mar 31, 26

-1.41K

0.46%

LEAVELL INVESTMENT MANAGEMENT, INC.

75.95K

Mar 31, 26

-8.88K

0.44%

MML INVESTORS SERVICES, LLC

67.89K

Mar 31, 26

-15.97K

0.39%

Cambridge Investment Research Advisors, Inc.

67.14K

Mar 31, 26

-2.73K

0.39%

WILEY BROS.-AINTREE CAPITAL, LLC

64.49K

Mar 31, 26

+20.13K

0.38%

Qube Research & Technologies Ltd

60.64K

Mar 31, 26

+20.55K

0.35%

Financial Engines Advisors L.L.C.

54.35K

Mar 31, 26

-369

0.32%

Baird Financial Group, Inc.

53.77K

Mar 31, 26

+37.23K

0.31%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

53.11K

Mar 31, 26

+31.42K

0.31%

WMG Financial Advisors, LLC

50.74K

Mar 31, 26

+3.77K

0.30%

Eagle Strategies LLC

47.75K

Mar 31, 26

-29.60K

0.28%

SEI INVESTMENTS CO

47.28K

Mar 31, 26

0.28%

D. E. Shaw & Co., Inc.

47.17K

Mar 31, 26

-30.40K

0.27%

Merit Financial Group, LLC

45.14K

Mar 31, 26

-1.32K

0.26%

HRT FINANCIAL LP

44.78K

Mar 31, 26

+37.90K

0.26%

GTS SECURITIES LLC

43.86K

Mar 31, 26

+43.86K

0.26%

IFP Advisors, Inc

42.31K

Mar 31, 26

+14.84K

0.25%

JANE STREET GROUP, LLC

41.18K

Mar 31, 26

+14.85K

0.24%

FLOW TRADERS U.S. LLC

40.34K

Mar 31, 26

+40.34K

0.23%

CX Institutional

39.31K

Mar 31, 26

+6.27K

0.23%

STIFEL FINANCIAL CORP

35.97K

Mar 31, 26

-31.93K

0.21%

Wealthfront Advisers LLC

32.16K

Mar 31, 26

-18.37K

0.19%

Strategic Wealth Investment Group, LLC

29.68K

Mar 31, 26

-439

0.17%

B & T Capital Management DBA Alpha Capital Management

29.12K

Mar 31, 26

+18.09K

0.17%

RAYMOND JAMES FINANCIAL INC

28.70K

Mar 31, 26

+803

0.17%

Moran Wealth Management, LLC

27.51K

Mar 31, 26

+10.38K

0.16%

NTV ASSET MANAGEMENT LLC

25.50K

Mar 31, 26

+230

0.15%

Western Wealth Management, LLC

25.30K

Mar 31, 26

+248

0.15%

Brookstone Capital Management

24.81K

Mar 31, 26

-13.14K

0.14%

Vise Technologies, Inc.

23.96K

Mar 31, 26

0.14%

CWM, LLC

23.85K

Mar 31, 26

-1.45K

0.14%

Rockefeller Capital Management L.P.

23.71K

Mar 31, 26

+14.16K

0.14%

U.S. Capital Wealth Advisors, LLC

23.58K

Mar 31, 26

+5.59K

0.14%

Brinker Capital Investments, LLC

22.55K

Mar 31, 26

-50.71K

0.13%

Bank of New York Mellon Corp

22.43K

Mar 31, 26

-591

0.13%

Kestra Advisory Services, LLC

22.25K

Mar 31, 26

+1.53K

0.13%

Sovran Advisors, LLC

21.08K

Mar 31, 26

-3.50K

0.12%

Dynamic Advisor Solutions LLC

19.34K

Mar 31, 26

-18

0.11%

Mariner, LLC

19.17K

Mar 31, 26

-3.29K

0.11%

Kaizen Financial Strategies

19.13K

Mar 31, 26

-100

0.11%

Foundations Investment Advisors, LLC

18.00K

Mar 31, 26

-37.00K

0.10%

Traction Financial Partners, LLC

17.25K

Mar 31, 26

+1.08K

0.10%

Steward Partners Investment Advisory, LLC

16.22K

Mar 31, 26

-2.98K

0.09%

Kingsview Wealth Management, LLC

16.20K

Mar 31, 26

-466

0.09%

MATAURO, LLC

16.09K

Mar 31, 26

-1.09K

0.09%

StoneX Group Inc.

16.04K

Mar 31, 26

+911

0.09%

Summit Financial, LLC

15.85K

Mar 31, 26

+15.85K

0.09%

UBS Group AG

15.45K

Mar 31, 26

-3.14K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

15.02K

Mar 31, 26

-15.42K

0.09%

Stelac Advisory Services LLC

14.99K

Mar 31, 26

+7.28K

0.09%

LRI Investments, LLC

14.28K

Mar 31, 26

+14.28K

0.08%

WealthPlan Investment Management, LLC

14.13K

Mar 31, 26

+14.13K

0.08%

Creative Planning

14.06K

Mar 31, 26

-252

0.08%

Stratos Wealth Partners, LTD.

13.83K

Mar 31, 26

+491

0.08%

Private Advisor Group, LLC

13.65K

Mar 31, 26

-14.71K

0.08%

VestGen Advisors, LLC

12.76K

Mar 31, 26

-408

0.07%

Independent Advisor Alliance

12.69K

Mar 31, 26

+12.69K

0.07%

SRS Capital Advisors, Inc.

12.09K

Mar 31, 26

-2.52K

0.07%

Visionary Wealth Advisors

11.65K

Mar 31, 26

+899

0.07%

FSA Investment Group, LLC

11.24K

Mar 31, 26

+11.24K

0.07%

Envestnet Portfolio Solutions, Inc.

11.09K

Mar 31, 26

+910

0.06%

Bison Wealth, LLC

11.05K

Mar 31, 26

0.06%

Banco Santander, S.A.

10.81K

Mar 31, 26

+2.96K

0.06%

ROMAN BUTLER FULLERTON & CO

10.06K

Mar 31, 26

-652

0.06%

Freedom Financial Partners LLC

9.97K

Mar 31, 26

+230

0.06%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.78K

Mar 31, 26

+9.78K

0.06%

ARBOR CAPITAL MANAGEMENT INC /ADV

8.91K

Mar 31, 26

-396

0.05%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

8.77K

Mar 31, 26

+2.58K

0.05%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

8.57K

Mar 31, 26

-177

0.05%

New England Private Wealth Advisors LLC

8.55K

Mar 31, 26

0.05%

Paladin Wealth, LLC

8.47K

Mar 31, 26

+2.25K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.40K

Mar 31, 26

+691

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.09K

Mar 31, 26

+88

0.05%

Integrated Wealth Concepts LLC

8.02K

Mar 31, 26

+8.02K

0.05%

Colony Group, LLC

7.90K

Mar 31, 26

0.05%

PCG Wealth Advisors, LLC

7.87K

Mar 31, 26

-1.04K

0.05%

Allworth Financial LP

7.58K

Mar 31, 26

+49

0.04%

ARQ WEALTH ADVISORS, LLC

7.26K

Mar 31, 26

+7.26K

0.04%

JAMES INVESTMENT RESEARCH INC

6.91K

Mar 31, 26

-5.78K

0.04%

Emerald Advisors, LLC

6.83K

Mar 31, 26

+164

0.04%

MAI Capital Management

6.75K

Mar 31, 26

0.04%

Quantinno Capital Management LP

6.70K

Mar 31, 26

+46

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

6.51K

Mar 31, 26

+1.53K

0.04%

CreativeOne Wealth, LLC

6.37K

Mar 31, 26

+146

0.04%

ADVISOR GROUP HOLDINGS, INC.

6.35K

Mar 31, 26

-972

0.04%

RFG Advisory, LLC

6.07K

Mar 31, 26

+6.07K

0.04%

Atria Investments, Inc

5.91K

Mar 31, 26

+470

0.03%

Rollins Financial Advisors, LLC

5.81K

Mar 31, 26

-784

0.03%

Tradition Wealth Management, LLC

5.80K

Mar 31, 26

0.03%

Arkadios Wealth Advisors

5.68K

Mar 31, 26

+1.59K

0.03%

Brown Financial Advisors

5.61K

Mar 31, 26

+96

0.03%

Ashton Thomas Private Wealth, LLC

5.58K

Mar 31, 26

+13

0.03%

Buckingham Strategic Partners

5.54K

Mar 31, 26

+5.54K

0.03%

Cyndeo Wealth Partners, LLC

5.53K

Mar 31, 26

+107

0.03%

NBC SECURITIES, INC.

5.49K

Mar 31, 26

+234

0.03%

TRUIST FINANCIAL CORP

5.47K

Mar 31, 26

-478

0.03%

IHT Wealth Management, LLC

5.39K

Mar 31, 26

+143

0.03%

CI Private Wealth, LLC

5.35K

Mar 31, 26

-2.16K

0.03%

FULTON BANK, N.A.

5.30K

Mar 31, 26

0.03%

Capital Investment Advisory Services, LLC

5.11K

Mar 31, 26

-749

0.03%

Maridea Wealth Management LLC

5.04K

Mar 31, 26

+5.04K

0.03%

HCR Wealth Advisors

5.01K

Mar 31, 26

0.03%

GLENMEDE TRUST CO NA

4.95K

Mar 31, 26

0.03%

Equitable Holdings, Inc.

4.90K

Mar 31, 26

-2.29K

0.03%

J.W. COLE ADVISORS, INC.

4.90K

Mar 31, 26

-2.08K

0.03%

Fiduciary Alliance LLC

4.61K

Mar 31, 26

-118

0.03%

Apella Capital, LLC

4.56K

Mar 31, 26

+478

0.03%

Advisory Services Network, LLC

4.53K

Mar 31, 26

+526

0.03%

TITLEIST ASSET MANAGEMENT, LLC

4.50K

Mar 31, 26

+4.50K

0.03%

SFMG, LLC

4.33K

Mar 31, 26

0.03%

EP Wealth Advisors, LLC

4.30K

Mar 31, 26

-76

0.03%

Lido Advisors, LLC

4.25K

Mar 31, 26

+4.25K

0.02%

GAMMA Investing LLC

4.17K

Mar 31, 26

0.02%

North Star Investment Management Corp.

3.46K

Mar 31, 26

0.02%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

3.17K

Mar 31, 26

-22

0.02%

Smartleaf Asset Management LLC

3.15K

Mar 31, 26

+338

0.02%

US BANCORP \DE\

2.89K

Mar 31, 26

+23

0.02%

Aptus Capital Advisors, LLC

2.88K

Mar 31, 26

+2.37K

0.02%

AdvisorNet Financial, Inc

2.64K

Mar 31, 26

-295

0.02%

Farther Finance Advisors, LLC

2.55K

Mar 31, 26

+203

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.54K

Mar 31, 26

+140

0.01%

JPMORGAN CHASE & CO

2.51K

Mar 31, 26

-10.19K

0.01%

FIFTH THIRD BANCORP

2.29K

Mar 31, 26

+2.29K

0.01%

Atlantic Union Bankshares Corp

2.29K

Mar 31, 26

-167

0.01%

First PREMIER Bank

2.02K

Mar 31, 26

0.01%

Manchester Capital Management LLC

2.01K

Mar 31, 26

+200

0.01%

Geneos Wealth Management Inc.

1.69K

Mar 31, 26

-812

0.01%

BANK OF MONTREAL /CAN/

1.68K

Mar 31, 26

-32

0.01%

MATHER GROUP, LLC.

1.39K

Mar 31, 26

+1.39K

0.01%

Crewe Advisors LLC

1.35K

Mar 31, 26

0.01%

SIMPLEX TRADING, LLC

1.19K

Mar 31, 26

-366

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.18K

Mar 31, 26

0.01%

Rosenberg Matthew Hamilton

1.07K

Mar 31, 26

0.01%

Spire Wealth Management

1.06K

Mar 31, 26

-53

0.01%

AE Wealth Management LLC

1.03K

Mar 31, 26

-26

0.01%

AlphaCore Capital LLC

1.01K

Mar 31, 26

-500

0.01%

HARBOUR INVESTMENTS, INC.

925

Mar 31, 26

+322

0.01%

SIGNATUREFD, LLC

865

Mar 31, 26

+300

0.01%

NewEdge Advisors, LLC

845

Mar 31, 26

0.00%

BOKF, NA

784

Mar 31, 26

0.00%

Clearstead Advisors, LLC

761

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

646

Mar 31, 26

0.00%

Rossby Financial, LCC

645

Mar 31, 26

0.00%

Asset Dedication, LLC

643

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

630

Mar 31, 26

+630

0.00%

DHJJ Financial Advisors, Ltd.

626

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

623

Mar 31, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

590

Mar 31, 26

0.00%

GROUP ONE TRADING, L.P.

567

Mar 31, 26

+567

0.00%

Sound Income Strategies, LLC

524

Mar 31, 26

-289

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

512

Mar 31, 26

+512

0.00%

Copia Wealth Management

497

Mar 31, 26

-210

0.00%

Ancora Advisors, LLC

495

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

470

Mar 31, 26

+470

0.00%

Synergy Investment Management, LLC

451

Mar 31, 26

+451

0.00%

Park Place Capital Corp

447

Mar 31, 26

+447

0.00%

GODSEY & GIBB, INC

442

Mar 31, 26

0.00%

Parallel Advisors, LLC

438

Mar 31, 26

+210

0.00%

MCF Advisors LLC

436

Mar 31, 26

+236

0.00%

ROTHSCHILD INVESTMENT LLC

432

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

425

Mar 31, 26

+425

0.00%

BlackRock, Inc.

383

Mar 31, 26

+372

0.00%

SJS Investment Consulting Inc.

381

Mar 31, 26

+13

0.00%

Team Financial Group, LLC

359

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

349

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

335

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

299

Mar 31, 26

-2

0.00%

Center for Financial Planning, Inc.

281

Mar 31, 26

+281

0.00%

Tidemark, LLC

257

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

235

Mar 31, 26

0.00%

Financial Life Planners

227

Mar 31, 26

+227

0.00%

Hillsdale Investment Management Inc.

220

Mar 31, 26

0.00%

Cedar Mountain Advisors, LLC

212

Mar 31, 26

0.00%

Financial Perspectives, Inc

203

Mar 31, 26

0.00%

CoreCap Advisors, LLC

202

Mar 31, 26

0.00%

Main Street Group, LTD

200

Mar 31, 26

+200

0.00%

Harbor Asset Planning, Inc.

194

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

163

Mar 31, 26

0.00%

BIRCHBROOK, INC.

150

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

149

Mar 31, 26

+149

0.00%

ARMSTRONG ADVISORY GROUP, INC

143

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

139

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

139

Mar 31, 26

-474

0.00%

Frazier Financial Advisors, LLC

131

Mar 31, 26

+10

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

127

Mar 31, 26

+35

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

126

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

118

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

116

Mar 31, 26

0.00%

CENTRAL TRUST Co

115

Mar 31, 26

+115

0.00%

Ball & Co Wealth Management Inc.

107

Mar 31, 26

0.00%

Nemes Rush Group LLC

101

Mar 31, 26

0.00%

Kilter Group LLC

100

Mar 31, 26

0.00%

Dunhill Financial, LLC

100

Mar 31, 26

0.00%

Westside Investment Management, Inc.

100

Mar 31, 26

0.00%

Strategic Advocates LLC

Mar 31, 26

-577

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

+91

0.00%

Prestige Wealth Management Group LLC

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

Mar 31, 26

-25

0.00%

TOTH FINANCIAL ADVISORY CORP

Mar 31, 26

0.00%

Trust Co

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

+50

0.00%

TD Waterhouse Canada Inc.

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

-500

0.00%

Smithfield Trust Co

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

0.00%

KELLEHER FINANCIAL ADVISORS

Mar 31, 26

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

Mar 31, 26

0.00%

Biltmore Family Office, LLC

Mar 31, 26

0.00%

Cheviot Value Management, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-8.44K

EIGHT 31 FINANCIAL LLC

Mar 31, 26

-5.55K

Riggs Asset Managment Co. Inc.

Mar 31, 26

-78.63K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-40

Meridian Financial, LLC

Mar 31, 26

-4.06K

Betterment LLC

Mar 31, 26

-4.00K

NORTHERN TRUST CORP

Mar 31, 26

-3.89K

Maia Wealth LLC

Mar 31, 26

-3.99K

Florin Court Capital LLP

Mar 31, 26

-6.10K

Larson Financial Group LLC

Mar 31, 26

-20

J. Safra Sarasin Holding AG

Mar 31, 26

-4.12K

Game Plan Financial Advisors, LLC

Mar 31, 26

-1

Concorde Asset Management, LLC

Mar 31, 26

-4.35K

CLG LLC

Mar 31, 26

-19.20K

Arete Wealth Advisors, LLC

Mar 31, 26

-6.59K

WCG Wealth Advisors LLC

Mar 31, 26

-13.72K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-16.40K

Worth Asset Management, LLC

Mar 31, 26

-4.89K

Amundi

Mar 31, 26

-3.87K

Venturi Wealth Management, LLC

Mar 31, 26

-3.60K

Toroso Investments, LLC

Mar 31, 26

-24.43K

Diversify Advisory Services, LLC

Mar 31, 26

-8.34K

Inlight Wealth Management, LLC

Mar 31, 26

-100

Ferguson Shapiro LLC

Mar 31, 26

-4.90K

Elwood & Goetz Wealth Advisory Group, LLC

Mar 31, 26

-10.30K

BURKE & HERBERT BANK & TRUST CO

Mar 31, 26

-7.20K

Insight Advisors, LLC/ PA

Mar 31, 26

-11.05K

Stegent Equity Advisors, Inc.

Mar 31, 26

-6.39K

BANK OF AMERICA CORP /DE/

Mar 31, 26

-1.99K

Windsor Advisory Group, LLC

Mar 31, 26

-7.49K

Vertex Planning Partners, LLC

Mar 31, 26

-4.00K

Global Retirement Partners, LLC

12.05K

Dec 31, 25

+7.83K

0.07%

COMERICA BANK

3.99K

Dec 31, 25

+1.59K

0.02%

Motiv8 Investments LLC

100

Dec 31, 25

+100

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

-21

0.00%

Edge Financial Advisors LLC

Dec 31, 25

-3.95K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-290

Strive Asset Management, LLC

128.75K

Sep 30, 25

+21.44K

0.75%

Glenmede Investment Management, LP

4.95K

Sep 30, 25

0.03%

Accredited Wealth Management, LLC

300

Sep 30, 25

+100

0.00%

Financial Advocates Investment Management

Sep 30, 25

-34.38K

Atria Wealth Solutions, Inc.

31.03K

Jun 30, 25

+4.37K

0.18%

AVANTAX ADVISORY SERVICES, INC.

4.87K

Jun 30, 25

+4.87K

0.03%

PrairieView Partners, LLC

221

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

6.40K

Mar 31, 25

+6.40K

0.04%

Sandy Spring Bank

2.15K

Mar 31, 25

+252

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-7.63K

Sweet Financial Partners, LLC

23.07K

Sep 30, 24

-348

0.13%

Raymond James Financial Services Advisors, Inc.

17.66K

Sep 30, 24

-1.86K

0.10%

RAYMOND JAMES & ASSOCIATES

17.21K

Sep 30, 24

-1.20K

0.10%

CEDRUS LLC

8.25K

Sep 30, 24

+8.25K

0.05%

VitalStone Financial, LLC

5.81K

Sep 30, 24

-1.04K

0.03%

Halpern Financial, Inc.

3.56K

Sep 30, 24

0.02%

FinTrust Capital Advisors, LLC

305

Sep 30, 24

0.00%

All Season Financial Advisors, Inc.

Sep 30, 24

-9.23K

BENJAMIN F. EDWARDS & COMPANY, INC.

2.31K

Jun 30, 24

-23

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.08K

Cetera Advisors LLC

88.67K

Mar 31, 24

+66.81K

0.52%

Cetera Advisor Networks LLC

48.91K

Mar 31, 24

-1.53K

0.28%

Cutler Group LLC / CA

Mar 31, 24

-3.17K

PROVENCE WEALTH MANAGEMENT GROUP

1.85K

Dec 31, 23

0.01%

Baystate Wealth Management LLC

396

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-9.84K

First Capital Advisors Group, LLC.

1.29K

Jun 30, 23

+1.29K

0.01%

Kistler-Tiffany Companies, LLC

200

Jun 30, 23

0.00%

Baldrige Asset Management LLC

Mar 31, 23

0.00%

Sargent Bickham Lagudis LLC

198

Dec 31, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

28.16K

Sep 30, 22

-873

0.16%

American Portfolios Advisors

17.93K

Sep 30, 22

-1.07K

0.10%

Surevest, LLC

650

Sep 30, 22

0.00%

MILESTONE WEALTH, LLC

404

Sep 30, 22

0.00%

FourThought Financial, LLC

150

Sep 30, 22

0.00%

Covington Capital Management

150

Sep 30, 22

0.00%

Danda Trouve Investment Management, Inc.

135

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-15

Pinnacle Private Wealth, LLC

Jun 30, 22

-5.88K

Cordasco Financial Network

Jun 30, 22

-50

Private Capital Group, LLC

Jun 30, 22

-363

B. Riley Wealth Management, Inc.

Jun 30, 22

-10.87K

Dixon Hughes Goodman Wealth Advisors LLC

1.93K

Mar 31, 22

+340

0.01%

NEXT Financial Group, Inc

11.42K

Dec 31, 21

+119

0.07%

Castle Financial & Retirement Planning Associates, Inc.

5.07K

Dec 31, 21

+5.07K

0.03%

Carroll Financial Associates, Inc.

748

Dec 31, 21

+356

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Cardan Capital Partners, LLC

57.84K

Sep 30, 21

-28.98K

0.34%

Cascadia Advisory Services, LLC

12.43K

Sep 30, 21

-448

0.07%

Ameritas Investment Company, LLC

10.49K

Sep 30, 21

+1.49K

0.06%

LEVEL FOUR FINANCIAL, LLC

7.59K

Sep 30, 21

+160

0.04%

BBVA USA

Sep 30, 21

-344

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.10K

Jun 30, 21

0.01%

FormulaFolio Investments, LLC

161

Jun 30, 21

+21

0.00%

Squar Milner Financial Services LLC

200

Mar 31, 20

0.00%

Advisor Group, Inc.

38.89K

Dec 31, 19

-3.20K

0.23%

LADENBURG THALMANN FINANCIAL SERVICES INC.

7.71K

Dec 31, 19

+262

0.04%

Vantage Investment Advisors, LLC

Sep 30, 18

-750