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BOXX(BOXX)

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Institutional Ownership

Top 334 Institutional Holders

Holder	Shares	Date	Change	% Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.41M	Mar 31, 26	-1.01M	1.36%
Empowered Funds, LLC	959.02K	Mar 31, 26	+667.21K	0.93%
Rockefeller Capital Management L.P.	601.39K	Mar 31, 26	-4.58K	0.58%
True Wealth Design, LLC	497.03K	Mar 31, 26	+20.75K	0.48%
Cambridge Investment Research Advisors, Inc.	459.24K	Mar 31, 26	-41.71K	0.44%
PENNINGTON PARTNERS & CO., LLC	428.69K	Mar 31, 26	+19.32K	0.41%
Client First Investment Management LLC	406.87K	Mar 31, 26	+267.11K	0.39%
Ethos Financial Group, LLC	404.55K	Mar 31, 26	+86.61K	0.39%
HighTower Advisors, LLC	373.01K	Mar 31, 26	+32.06K	0.36%
Insight Advisors, LLC/ PA	337.67K	Mar 31, 26	+19.90K	0.33%
ADAR1 Capital Management, LLC	337.13K	Mar 31, 26	--	0.33%
Ashton Thomas Private Wealth, LLC	311.72K	Mar 31, 26	+311.72K	0.30%
Opus Capital Group, LLC	284.27K	Mar 31, 26	+18.64K	0.27%
Mariner, LLC	282.73K	Mar 31, 26	-101.65K	0.27%
Whitcomb & Hess, Inc.	280.58K	Mar 31, 26	+28.40K	0.27%
Bravias Capital Group, LLC	223.04K	Mar 31, 26	-6.49K	0.22%
Aviso Financial Inc.	222.23K	Mar 31, 26	+222.23K	0.21%
Cynosure Group, LLC	222.14K	Mar 31, 26	-85.46K	0.21%
Amplius Wealth Advisors, LLC	212.01K	Mar 31, 26	+20.18K	0.20%
Compass Ion Advisors, LLC	210.63K	Mar 31, 26	+4.00K	0.20%
TITLEIST ASSET MANAGEMENT, LLC	206.50K	Mar 31, 26	-94	0.20%
CWM, LLC	196.29K	Mar 31, 26	-28.28K	0.19%
Kathmere Capital Management, LLC	191.12K	Mar 31, 26	+6.58K	0.18%
MML INVESTORS SERVICES, LLC	185.85K	Mar 31, 26	+44.90K	0.18%
Castellan Group	177.48K	Mar 31, 26	+81.41K	0.17%
Peterson Wealth Advisors, LLC	165.91K	Mar 31, 26	+23.58K	0.16%
Sunbelt Securities, Inc.	165.05K	Mar 31, 26	-6.64K	0.16%
Private Advisor Group, LLC	157.19K	Mar 31, 26	+74.47K	0.15%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	146.49K	Mar 31, 26	+1.14K	0.14%
Tortoise Investment Management, LLC	144.82K	Mar 31, 26	+19.48K	0.14%
Pinion Investment Advisors, LLC	134.01K	Mar 31, 26	+6.26K	0.13%
Allen Capital Group, LLC	131.93K	Mar 31, 26	+28.30K	0.13%
Well Done, LLC	121.52K	Mar 31, 26	+94.07K	0.12%
Arete Wealth Advisors, LLC	121.48K	Mar 31, 26	+13.42K	0.12%
Aspect Partners, LLC	117.18K	Mar 31, 26	+14.03K	0.11%
Farther Finance Advisors, LLC	114.36K	Mar 31, 26	+4.60K	0.11%
Quantinno Capital Management LP	111.67K	Mar 31, 26	+80.86K	0.11%
WealthPlan Investment Management, LLC	109.68K	Mar 31, 26	+69.82K	0.11%
AQR CAPITAL MANAGEMENT LLC	104.91K	Mar 31, 26	+20.26K	0.10%
IHT Wealth Management, LLC	103.51K	Mar 31, 26	-11.65K	0.10%
Stratos Wealth Advisors, LLC	97.17K	Mar 31, 26	+94.87K	0.09%
Kingsview Wealth Management, LLC	96.44K	Mar 31, 26	-311	0.09%
Weaver Consulting Group	95.04K	Mar 31, 26	+27.25K	0.09%
Altiora Financial Group, LLC	94.97K	Mar 31, 26	+37.33K	0.09%
Stokes Family Office, LLC	90.18K	Mar 31, 26	-17.66K	0.09%
BLUEFIN CAPITAL MANAGEMENT, LLC	90.00K	Mar 31, 26	+90.00K	0.09%
Gradient Investments LLC	89.89K	Mar 31, 26	+20.59K	0.09%
FISCHER INVESTMENT STRATEGIES, LLC	88.96K	Mar 31, 26	+43.45K	0.09%
Teamwork Financial Advisors, LLC	86.09K	Mar 31, 26	+8.34K	0.08%
Mutual Advisors, LLC	85.97K	Mar 31, 26	+748	0.08%
Ferguson Shapiro LLC	84.11K	Mar 31, 26	-4.32K	0.08%
Innova Wealth Partners	81.17K	Mar 31, 26	+12.63K	0.08%
Longview Financial Advisors, Inc.	80.93K	Mar 31, 26	+6.18K	0.08%
Able Wealth Management LLC	77.67K	Mar 31, 26	+34.16K	0.07%
Aptus Capital Advisors, LLC	76.63K	Mar 31, 26	+11.23K	0.07%
NWAM LLC	71.75K	Mar 31, 26	-239	0.07%
MATHER GROUP, LLC.	71.14K	Mar 31, 26	+68.74K	0.07%
AdvisorShares Investments LLC	70.00K	Mar 31, 26	+70.00K	0.07%
BEACON FINANCIAL GROUP	69.06K	Mar 31, 26	+37.81K	0.07%
Private Advisory Group LLC	67.92K	Mar 31, 26	-39.23K	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	66.24K	Mar 31, 26	-7.11K	0.06%
Delap Wealth Advisory, LLC	66.22K	Mar 31, 26	+66.22K	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	65.38K	Mar 31, 26	+32.58K	0.06%
Encompass More Asset Management	64.47K	Mar 31, 26	+55.30K	0.06%
Avondale Wealth Management	63.43K	Mar 31, 26	-6.22K	0.06%
OLD MISSION CAPITAL LLC	61.10K	Mar 31, 26	+61.10K	0.06%
D.A. DAVIDSON & CO.	59.61K	Mar 31, 26	--	0.06%
Transcendent Capital Group LLC	59.17K	Mar 31, 26	+15.59K	0.06%
EPACRIA CAPITAL PARTNERS, LLC	59.05K	Mar 31, 26	+1.42K	0.06%
GUARDIAN WEALTH ADVISORS, LLC / NC	59.01K	Mar 31, 26	+11.21K	0.06%
Apeiron RIA LLC	58.76K	Mar 31, 26	+12.95K	0.06%
Belpointe Asset Management LLC	55.19K	Mar 31, 26	+27.84K	0.05%
Janney Montgomery Scott LLC	54.67K	Mar 31, 26	+760	0.05%
QUARRY HILL ADVISORS, LLC	53.92K	Mar 31, 26	+3.32K	0.05%
CHILDRESS CAPITAL ADVISORS, LLC	52.97K	Mar 31, 26	+20.12K	0.05%
ROYAL BANK OF CANADA	52.72K	Mar 31, 26	-56.67K	0.05%
Brookstone Capital Management	52.06K	Mar 31, 26	-63	0.05%
Astra Wealth Partners LLC	51.46K	Mar 31, 26	-422	0.05%
Moisand Fitzgerald Tamayo, LLC	50.98K	Mar 31, 26	+8.39K	0.05%
ENVESTNET ASSET MANAGEMENT INC	50.65K	Mar 31, 26	-14.71K	0.05%
Pallas Capital Advisors LLC	49.25K	Mar 31, 26	+29.90K	0.05%
Seed Wealth Management, Inc.	47.60K	Mar 31, 26	+11.05K	0.05%
HORIZON KINETICS ASSET MANAGEMENT LLC	47.48K	Mar 31, 26	+47.48K	0.05%
LifeGoal Wealth Advisors	47.19K	Mar 31, 26	+25.64K	0.05%
RHS Financial, LLC	46.80K	Mar 31, 26	+5.55K	0.05%
Pensionmark Financial Group, LLC	45.25K	Mar 31, 26	+824	0.04%
Beacon Pointe Advisors, LLC	44.24K	Mar 31, 26	-1.91K	0.04%
Integrated Wealth Concepts LLC	43.77K	Mar 31, 26	+4.13K	0.04%
WEST MICHIGAN ADVISORS, LLC	43.11K	Mar 31, 26	+26.01K	0.04%
US BANCORP \DE\	42.91K	Mar 31, 26	+42.91K	0.04%
ENZI WEALTH	42.49K	Mar 31, 26	+7.59K	0.04%
ADVISOR GROUP HOLDINGS, INC.	42.32K	Mar 31, 26	+7.88K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	41.89K	Mar 31, 26	+3.92K	0.04%
Kestra Advisory Services, LLC	41.21K	Mar 31, 26	+6.42K	0.04%
Invst, LLC	39.62K	Mar 31, 26	+907	0.04%
CAPTRUST FINANCIAL ADVISORS	38.97K	Mar 31, 26	-9.51K	0.04%
Madison Wealth Partners, Inc	38.79K	Mar 31, 26	+3.02K	0.04%
FORTRESS PRIVATE LEDGER, LLC	38.69K	Mar 31, 26	-17.43K	0.04%
TCFG WEALTH MANAGEMENT, LLC	37.85K	Mar 31, 26	+235	0.04%
Black Swift Group, LLC	37.80K	Mar 31, 26	-22.23K	0.04%
Commonwealth Financial Services, LLC	36.99K	Mar 31, 26	-1.20K	0.04%
Lifeworks Advisors, LLC	36.31K	Mar 31, 26	-1.70K	0.04%
Buckingham Strategic Partners	35.20K	Mar 31, 26	+35.20K	0.03%
Wealth Management Nebraska	34.66K	Mar 31, 26	+4.33K	0.03%
Main Street Group, LTD	32.87K	Mar 31, 26	-6.79K	0.03%
Gotham Asset Management, LLC	32.42K	Mar 31, 26	+32.42K	0.03%
Prospera Financial Services Inc	31.08K	Mar 31, 26	-246	0.03%
BWM Planning, LLC	30.56K	Mar 31, 26	+43	0.03%
Greenwich Wealth Management LLC	30.48K	Mar 31, 26	+13.18K	0.03%
Freedom Day Solutions, LLC	28.82K	Mar 31, 26	+9.82K	0.03%
BXM Wealth LLC	28.49K	Mar 31, 26	-266.18K	0.03%
Valley Financial Group, Inc.	28.00K	Mar 31, 26	+15.24K	0.03%
Vise Technologies, Inc.	27.52K	Mar 31, 26	--	0.03%
Waterloo Capital, L.P.	26.48K	Mar 31, 26	+26.48K	0.03%
HB Wealth Management, LLC	25.29K	Mar 31, 26	-1.86K	0.02%
Friedenthal Financial	25.20K	Mar 31, 26	+7.03K	0.02%
BlackDiamond Wealth Management Inc.	25.08K	Mar 31, 26	-1.21K	0.02%
Revolve Wealth Partners, LLC	24.88K	Mar 31, 26	+22.86K	0.02%
Rossby Financial, LCC	24.60K	Mar 31, 26	+24.60K	0.02%
Wedmont Private Capital	23.49K	Mar 31, 26	+8.63K	0.02%
Hershey Financial Advisers, LLC	22.87K	Mar 31, 26	-15.08K	0.02%
Triad Wealth Partners, LLC	22.21K	Mar 31, 26	-14.66K	0.02%
Dynamic Advisor Solutions LLC	21.71K	Mar 31, 26	-1.30K	0.02%
JOURNEY STRATEGIC WEALTH LLC	21.66K	Mar 31, 26	+7.58K	0.02%
Perigon Wealth Management, LLC	21.16K	Mar 31, 26	+17.65K	0.02%
Focus Financial Network, Inc.	21.03K	Mar 31, 26	-4.50K	0.02%
Arcus Capital Partners, LLC	20.60K	Mar 31, 26	-12.93K	0.02%
Empirical Finance, LLC	20.38K	Mar 31, 26	+20.38K	0.02%
XY Planning Network, Inc.	20.14K	Mar 31, 26	+17.33K	0.02%
Accurate Wealth Management, LLC	20.09K	Mar 31, 26	+18.28K	0.02%
Hill Investment Group Partners, LLC	19.85K	Mar 31, 26	-11.49K	0.02%
Schiavi & Co LLC	19.37K	Mar 31, 26	--	0.02%
Wealthspire Advisors, LLC	19.36K	Mar 31, 26	+1.30K	0.02%
Dynamic Financial Group	19.00K	Mar 31, 26	+6.56K	0.02%
Atria Investments, Inc	18.91K	Mar 31, 26	-14.83K	0.02%
U.S. Capital Wealth Advisors, LLC	18.88K	Mar 31, 26	-12.96K	0.02%
January Capital Advisors LLC	18.71K	Mar 31, 26	+18.71K	0.02%
SFI Advisors, LLC	18.41K	Mar 31, 26	+5.65K	0.02%
MGO ONE SEVEN LLC	18.41K	Mar 31, 26	-194	0.02%
LPL Financial LLC	17.91K	Mar 31, 26	+18	0.02%
WEDBUSH SECURITIES INC	17.88K	Mar 31, 26	+4.45K	0.02%
TD Waterhouse Canada Inc.	17.87K	Mar 31, 26	-245	0.02%
Plan Group Financial, LLC	17.68K	Mar 31, 26	+9.33K	0.02%
Robertson Stephens Wealth Management, LLC	17.15K	Mar 31, 26	+2.50K	0.02%
Golden State Equity Partners	17.13K	Mar 31, 26	+11.70K	0.02%
Sowell Financial Services LLC	16.67K	Mar 31, 26	-830	0.02%
STIFEL FINANCIAL CORP	16.41K	Mar 31, 26	-9.25K	0.02%
VOISARD ASSET MANAGEMENT GROUP, INC.	15.93K	Mar 31, 26	+5.30K	0.02%
BluePath Capital Management, LLC	15.88K	Mar 31, 26	+10.69K	0.02%
Morse Asset Management, Inc	15.62K	Mar 31, 26	-1.45K	0.02%
Integrity Investment Advisors, LLC	15.46K	Mar 31, 26	-158	0.01%
Magnolia Private Wealth, LLC	15.44K	Mar 31, 26	+7.78K	0.01%
Colony Group, LLC	15.43K	Mar 31, 26	-1.52K	0.01%
BECK CAPITAL MANAGEMENT, LLC	15.17K	Mar 31, 26	+4.29K	0.01%
Snowden Capital Advisors LLC	15.13K	Mar 31, 26	+8.63K	0.01%
Wealthcare Advisory Partners LLC	14.84K	Mar 31, 26	-4.09K	0.01%
Frazier Financial Advisors, LLC	14.81K	Mar 31, 26	--	0.01%
IEQ CAPITAL, LLC	14.62K	Mar 31, 26	-10.98K	0.01%
RED CRANE WEALTH MANAGEMENT, LLC	14.54K	Mar 31, 26	+946	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	14.35K	Mar 31, 26	-8.78K	0.01%
Vestment Financial LLC	14.27K	Mar 31, 26	+6.80K	0.01%
Savvy Advisors, Inc.	13.42K	Mar 31, 26	+13.42K	0.01%
OneAscent Wealth Management LLC	12.97K	Mar 31, 26	+363	0.01%
Almanack Investment Partners, LLC.	12.59K	Mar 31, 26	+5.50K	0.01%
Revisor Wealth Management LLC	12.35K	Mar 31, 26	-139	0.01%
Vontobel Holding Ltd.	12.00K	Mar 31, 26	+9.00K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	11.78K	Mar 31, 26	-3.22K	0.01%
ETF Store, Inc.	11.69K	Mar 31, 26	-400	0.01%
Marex Group plc	11.60K	Mar 31, 26	+3.00K	0.01%
Parkwoods Wealth Partners, LLC	11.56K	Mar 31, 26	+1.82K	0.01%
MONEY CONCEPTS CAPITAL CORP	11.44K	Mar 31, 26	+11.44K	0.01%
United Advisor Group, LLC	11.23K	Mar 31, 26	+260	0.01%
Kesler, Norman & Wride, LLC	11.20K	Mar 31, 26	+1.71K	0.01%
Smart Money Group LLC	11.20K	Mar 31, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	11.16K	Mar 31, 26	--	0.01%
CONTINUUM WEALTH ADVISORS, LLC	11.12K	Mar 31, 26	+84	0.01%
Cambria Investment Management, L.P.	11.01K	Mar 31, 26	-3.44K	0.01%
Canvas Wealth Advisors, LLC	10.94K	Mar 31, 26	+2.09K	0.01%
Professional Financial Advisors, LLC	10.75K	Mar 31, 26	+5.24K	0.01%
JPL Wealth Management, LLC	10.37K	Mar 31, 26	+3.25K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	10.19K	Mar 31, 26	-1.35K	0.01%
Landing Point Financial Group, LLC	9.69K	Mar 31, 26	+106	0.01%
Meridian Wealth Management, LLC	9.67K	Mar 31, 26	+3.27K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	9.66K	Mar 31, 26	+1.75K	0.01%
Busey Wealth Management	9.60K	Mar 31, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	9.57K	Mar 31, 26	+807	0.01%
Root Financial Partners, LLC	9.31K	Mar 31, 26	--	0.01%
Cetera Investment Advisers	9.26K	Mar 31, 26	+2.30K	0.01%
Concurrent Investment Advisors, LLC	9.08K	Mar 31, 26	-410	0.01%
STEPHENS INC /AR/	8.71K	Mar 31, 26	--	0.01%
TWIN FOCUS CAPITAL PARTNERS, LLC	8.65K	Mar 31, 26	+8.65K	0.01%
GREEN SQUARE CAPITAL ADVISORS LLC	8.53K	Mar 31, 26	+363	0.01%
Nicholas Hoffman & Company, LLC.	8.53K	Mar 31, 26	+8.53K	0.01%
Journey Advisory Group, LLC	8.36K	Mar 31, 26	-14.97K	0.01%
RFG Advisory, LLC	8.30K	Mar 31, 26	-298	0.01%
Swan Global Investments, LLC	8.30K	Mar 31, 26	-2.50K	0.01%
NewEdge Advisors, LLC	8.17K	Mar 31, 26	+2.09K	0.01%
Miracle Mile Advisors, LLC	8.01K	Mar 31, 26	--	0.01%
Claro Advisors LLC	7.90K	Mar 31, 26	+2.82K	0.01%
JPMORGAN CHASE & CO	7.89K	Mar 31, 26	-966	0.01%
HARBOUR INVESTMENTS, INC.	7.87K	Mar 31, 26	+816	0.01%
CLG LLC	7.84K	Mar 31, 26	+267	0.01%
Jessup Wealth Management, Inc	7.67K	Mar 31, 26	--	0.01%
Straight Path Wealth Management	7.62K	Mar 31, 26	-894	0.01%
CENTAURUS FINANCIAL, INC.	7.55K	Mar 31, 26	-1.04K	0.01%
INNEALTA CAPITAL, LLC	7.20K	Mar 31, 26	+5.43K	0.01%
SAX WEALTH ADVISORS, LLC	7.19K	Mar 31, 26	--	0.01%
Luminist Capital LLC	7.10K	Mar 31, 26	+2.98K	0.01%
Kilter Group LLC	7.08K	Mar 31, 26	--	0.01%
SIMON QUICK ADVISORS, LLC	6.98K	Mar 31, 26	+6.98K	0.01%
Optivise Advisory Services LLC	6.95K	Mar 31, 26	+527	0.01%
Parcion Private Wealth LLC	6.95K	Mar 31, 26	+6.95K	0.01%
CONDOR CAPITAL MANAGEMENT	6.63K	Mar 31, 26	+3.36K	0.01%
Fermata Advisors, LLC	6.60K	Mar 31, 26	+208	0.01%
PEAK FINANCIAL ADVISORS LLC	6.54K	Mar 31, 26	+6.54K	0.01%
RIA Advisory Group LLC	6.41K	Mar 31, 26	-2.16K	0.01%
Detalus Advisors, LLC	6.28K	Mar 31, 26	-49	0.01%
SEEDS INVESTOR LLC	5.41K	Mar 31, 26	-5.33K	0.01%
OneAscent Financial Services LLC	5.11K	Mar 31, 26	-964	0.00%
TME FINANCIAL, INC.	5.10K	Mar 31, 26	-9	0.00%
Paladin Wealth, LLC	5.07K	Mar 31, 26	+1.11K	0.00%
RAYMOND JAMES FINANCIAL INC	5.04K	Mar 31, 26	+16	0.00%
Relyea Zuckerberg Hanson LLC	4.84K	Mar 31, 26	+799	0.00%
Mattson Financial Services, LLC	4.76K	Mar 31, 26	-7	0.00%
Sequent Planning LLC	4.74K	Mar 31, 26	+4.74K	0.00%
Formidable Asset Management, LLC	4.73K	Mar 31, 26	-99	0.00%
Larson Financial Group LLC	4.72K	Mar 31, 26	+4.72K	0.00%
Fielder Capital Group LLC	4.72K	Mar 31, 26	+1.81K	0.00%
Betterment LLC	4.67K	Mar 31, 26	+4.67K	0.00%
Cardinal Point Capital Management, ULC	4.62K	Mar 31, 26	+570	0.00%
Brinker Capital Investments, LLC	4.40K	Mar 31, 26	-1.79K	0.00%
Argent Advisors, Inc.	4.32K	Mar 31, 26	+4.32K	0.00%
CFS Investment Advisory Services, LLC	4.18K	Mar 31, 26	--	0.00%
TRUIST FINANCIAL CORP	4.09K	Mar 31, 26	-44.02K	0.00%
CoreCap Advisors, LLC	3.99K	Mar 31, 26	+3.99K	0.00%
Steel Peak Wealth Management LLC	3.90K	Mar 31, 26	--	0.00%
SILVER OAK SECURITIES, INCORPORATED	3.84K	Mar 31, 26	+308	0.00%
Forum Financial Management, LP	3.77K	Mar 31, 26	--	0.00%
Atomi Financial Group, Inc.	3.72K	Mar 31, 26	+555	0.00%
ZEGA Investments, LLC	3.67K	Mar 31, 26	+99	0.00%
XTX Topco Ltd	3.65K	Mar 31, 26	+3.65K	0.00%
BIP Wealth, LLC	3.60K	Mar 31, 26	-1.94K	0.00%
L.K. Benson & Company, P.C.	3.60K	Mar 31, 26	+1	0.00%
Waverly Advisors, LLC	3.59K	Mar 31, 26	+3.59K	0.00%
Lavaca Capital LLC	3.42K	Mar 31, 26	+306	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.27K	Mar 31, 26	-1.09K	0.00%
Balance Wealth, LLC	3.14K	Mar 31, 26	+3.14K	0.00%
Brown Financial Advisors	3.07K	Mar 31, 26	+964	0.00%
Yoder Wealth Management, Inc.	3.07K	Mar 31, 26	-530	0.00%
KKM Financial LLC	3.07K	Mar 31, 26	--	0.00%
IPG Investment Advisors LLC	3.04K	Mar 31, 26	--	0.00%
Sequoia Financial Advisors, LLC	2.98K	Mar 31, 26	+2.98K	0.00%
Leading Edge Financial Planning LLC	2.92K	Mar 31, 26	+2.92K	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	2.90K	Mar 31, 26	+401	0.00%
HC Advisors, LLC	2.81K	Mar 31, 26	+2.81K	0.00%
GOLDMAN SACHS GROUP INC	2.80K	Mar 31, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	2.70K	Mar 31, 26	+465	0.00%
IFP Advisors, Inc	2.68K	Mar 31, 26	--	0.00%
Kelman-Lazarov, Inc.	2.66K	Mar 31, 26	+2.66K	0.00%
Per Stirling Capital Management, LLC.	2.63K	Mar 31, 26	--	0.00%
SeaCrest Wealth Management, LLC	2.60K	Mar 31, 26	--	0.00%
HARMONY ASSET MANAGEMENT LLC	2.53K	Mar 31, 26	--	0.00%
MKT Advisors LLC	2.49K	Mar 31, 26	--	0.00%
MORGAN STANLEY	2.20K	Mar 31, 26	-8.93K	0.00%
Hummer Financial Advisory Services Inc	2.20K	Mar 31, 26	--	0.00%
CAHABA WEALTH MANAGEMENT, INC.	2.15K	Mar 31, 26	+2.15K	0.00%
Advisor Resource Council	2.09K	Mar 31, 26	+324	0.00%
Hutchens & Kramer Investment Management Group, LLC	2.00K	Mar 31, 26	--	0.00%
Atlantic Private Wealth, LLC	1.98K	Mar 31, 26	--	0.00%
BANK OF AMERICA CORP /DE/	1.90K	Mar 31, 26	-10.13K	0.00%
Centric Wealth Management	1.90K	Mar 31, 26	+1.90K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.85K	Mar 31, 26	+1.85K	0.00%
Strategic Financial Concepts, LLC	1.85K	Mar 31, 26	+1.85K	0.00%
NAPLES GLOBAL ADVISORS, LLC	1.81K	Mar 31, 26	+1.81K	0.00%
Copia Wealth Management	1.80K	Mar 31, 26	+1.80K	0.00%
GATEWAY INVESTMENT ADVISERS LLC	1.79K	Mar 31, 26	+1.79K	0.00%
Parallel Advisors, LLC	1.79K	Mar 31, 26	+1.79K	0.00%
Fiduciary Alliance LLC	1.76K	Mar 31, 26	+1.76K	0.00%
RETIREMENT FINANCIAL SOLUTIONS, LLC	1.72K	Mar 31, 26	+1.72K	0.00%
Allworth Financial LP	1.65K	Mar 31, 26	--	0.00%
Richard W. Paul & Associates, LLC	1.54K	Mar 31, 26	-410	0.00%
AE Wealth Management LLC	1.40K	Mar 31, 26	+1.25K	0.00%
Westside Investment Management, Inc.	1.40K	Mar 31, 26	+500	0.00%
WealthCollab, LLC	1.28K	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	1.14K	Mar 31, 26	+647	0.00%
Smartleaf Asset Management LLC	1.09K	Mar 31, 26	-422	0.00%
Physician Wealth Advisors, Inc.	1.00K	Mar 31, 26	-910	0.00%
HAZLETT, BURT & WATSON, INC.	892	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	542	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	500	Mar 31, 26	+500	0.00%
BlackRock, Inc.	450	Mar 31, 26	+450	0.00%
BANK OF MONTREAL /CAN/	281	Mar 31, 26	+281	0.00%
Federation des caisses Desjardins du Quebec	254	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	253	Mar 31, 26	--	0.00%
Magnolia Wealth Management, LLC	215	Mar 31, 26	+215	0.00%
ASSETMARK, INC	152	Mar 31, 26	-50	0.00%
WELLS FARGO & COMPANY/MN	42	Mar 31, 26	+42	0.00%
SIGNATUREFD, LLC	30	Mar 31, 26	--	0.00%
GoalVest Advisory LLC	23	Mar 31, 26	-1.01K	0.00%
Advisory Services Network, LLC	19	Mar 31, 26	+19	0.00%
Glass Jacobson Investment Advisors llc	12	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	2	Mar 31, 26	+2	0.00%
Capital Investment Advisory Services, LLC	--	Mar 31, 26	-7.08K	--
UBS Group AG	--	Mar 31, 26	-17.40K	--
Sovran Advisors, LLC	--	Mar 31, 26	-3.65K	--
Jain Global LLC	--	Mar 31, 26	-181.46K	--
Eaton Financial Holdings Company, LLC	--	Mar 31, 26	-1.90K	--
Bayshore Capital Advisors, LLC	--	Mar 31, 26	-1.89K	--
CITIZENS FINANCIAL GROUP INC/RI	--	Mar 31, 26	-9.09K	--
McMill Wealth Management	--	Mar 31, 26	-3.66K	--
Astoria Portfolio Advisors LLC.	--	Mar 31, 26	-2.50K	--
GK Wealth Management LLC	--	Mar 31, 26	-27.97K	--
CI Private Wealth, LLC	--	Mar 31, 26	-6.20K	--
Creative Planning	--	Mar 31, 26	-3.62K	--
Chicago Partners Investment Group LLC	--	Mar 31, 26	-1.74K	--
Sippican Capital Advisors	--	Mar 31, 26	-38.63K	--
Quadrant Private Wealth Management, LLC	--	Mar 31, 26	-2.62K	--
Collaborative Wealth Managment Inc.	--	Mar 31, 26	-4.40K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-15.03K	--
NAPA WEALTH MANAGEMENT	67.59K	Sep 30, 25	+11.03K	0.07%
WOLVERINE TRADING, LLC	28.62K	Sep 30, 25	+21.91K	0.03%
Fortress Wealth Management, Inc.	6.68K	Sep 30, 25	+441	0.01%
ACAS, LLC	79.69K	Jun 30, 25	+11.50K	0.08%
IronOak Wealth LLC.	39.79K	Jun 30, 25	+39.79K	0.04%
Moser Wealth Advisors, LLC	38.15K	Jun 30, 25	+10.27K	0.04%
AVANTAX ADVISORY SERVICES, INC.	5.69K	Jun 30, 25	+5.69K	0.01%
Kings Path Partners LLC	217	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-2.23K	--
Vista Wealth Management Group, LLC	9.47K	Mar 31, 25	+46	0.01%
Orion Portfolio Solutions, LLC	5.73K	Mar 31, 25	-2.73K	0.01%
Marcum Wealth, LLC	3.19K	Mar 31, 25	--	0.00%
Herr Investment Group LLC	84.43K	Jun 30, 24	+84.43K	0.08%
Epic Trust Investment Advisors, LLC	14.68K	Jun 30, 24	+10.52K	0.01%
EA Series Trust	1.00M	Jun 30, 23	+1.00M	0.97%

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Holder

Date

Change

% Held

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.41M

Mar 31, 26

-1.01M

1.36%

Empowered Funds, LLC

959.02K

Mar 31, 26

+667.21K

0.93%

Rockefeller Capital Management L.P.

601.39K

Mar 31, 26

-4.58K

0.58%

True Wealth Design, LLC

497.03K

Mar 31, 26

+20.75K

0.48%

Cambridge Investment Research Advisors, Inc.

459.24K

Mar 31, 26

-41.71K

0.44%

PENNINGTON PARTNERS & CO., LLC

428.69K

Mar 31, 26

+19.32K

0.41%

Client First Investment Management LLC

406.87K

Mar 31, 26

+267.11K

0.39%

Ethos Financial Group, LLC

404.55K

Mar 31, 26

+86.61K

0.39%

HighTower Advisors, LLC

373.01K

Mar 31, 26

+32.06K

0.36%

Insight Advisors, LLC/ PA

337.67K

Mar 31, 26

+19.90K

0.33%

ADAR1 Capital Management, LLC

337.13K

Mar 31, 26

0.33%

Ashton Thomas Private Wealth, LLC

311.72K

Mar 31, 26

+311.72K

0.30%

Opus Capital Group, LLC

284.27K

Mar 31, 26

+18.64K

0.27%

Mariner, LLC

282.73K

Mar 31, 26

-101.65K

0.27%

Whitcomb & Hess, Inc.

280.58K

Mar 31, 26

+28.40K

0.27%

Bravias Capital Group, LLC

223.04K

Mar 31, 26

-6.49K

0.22%

Aviso Financial Inc.

222.23K

Mar 31, 26

+222.23K

0.21%

Cynosure Group, LLC

222.14K

Mar 31, 26

-85.46K

0.21%

Amplius Wealth Advisors, LLC

212.01K

Mar 31, 26

+20.18K

0.20%

Compass Ion Advisors, LLC

210.63K

Mar 31, 26

+4.00K

0.20%

TITLEIST ASSET MANAGEMENT, LLC

206.50K

Mar 31, 26

-94

0.20%

CWM, LLC

196.29K

Mar 31, 26

-28.28K

0.19%

Kathmere Capital Management, LLC

191.12K

Mar 31, 26

+6.58K

0.18%

MML INVESTORS SERVICES, LLC

185.85K

Mar 31, 26

+44.90K

0.18%

Castellan Group

177.48K

Mar 31, 26

+81.41K

0.17%

Peterson Wealth Advisors, LLC

165.91K

Mar 31, 26

+23.58K

0.16%

Sunbelt Securities, Inc.

165.05K

Mar 31, 26

-6.64K

0.16%

Private Advisor Group, LLC

157.19K

Mar 31, 26

+74.47K

0.15%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

146.49K

Mar 31, 26

+1.14K

0.14%

Tortoise Investment Management, LLC

144.82K

Mar 31, 26

+19.48K

0.14%

Pinion Investment Advisors, LLC

134.01K

Mar 31, 26

+6.26K

0.13%

Allen Capital Group, LLC

131.93K

Mar 31, 26

+28.30K

0.13%

Well Done, LLC

121.52K

Mar 31, 26

+94.07K

0.12%

Arete Wealth Advisors, LLC

121.48K

Mar 31, 26

+13.42K

0.12%

Aspect Partners, LLC

117.18K

Mar 31, 26

+14.03K

0.11%

Farther Finance Advisors, LLC

114.36K

Mar 31, 26

+4.60K

0.11%

Quantinno Capital Management LP

111.67K

Mar 31, 26

+80.86K

0.11%

WealthPlan Investment Management, LLC

109.68K

Mar 31, 26

+69.82K

0.11%

AQR CAPITAL MANAGEMENT LLC

104.91K

Mar 31, 26

+20.26K

0.10%

IHT Wealth Management, LLC

103.51K

Mar 31, 26

-11.65K

0.10%

Stratos Wealth Advisors, LLC

97.17K

Mar 31, 26

+94.87K

0.09%

Kingsview Wealth Management, LLC

96.44K

Mar 31, 26

-311

0.09%

Weaver Consulting Group

95.04K

Mar 31, 26

+27.25K

0.09%

Altiora Financial Group, LLC

94.97K

Mar 31, 26

+37.33K

0.09%

Stokes Family Office, LLC

90.18K

Mar 31, 26

-17.66K

0.09%

BLUEFIN CAPITAL MANAGEMENT, LLC

90.00K

Mar 31, 26

+90.00K

0.09%

Gradient Investments LLC

89.89K

Mar 31, 26

+20.59K

0.09%

FISCHER INVESTMENT STRATEGIES, LLC

88.96K

Mar 31, 26

+43.45K

0.09%

Teamwork Financial Advisors, LLC

86.09K

Mar 31, 26

+8.34K

0.08%

Mutual Advisors, LLC

85.97K

Mar 31, 26

+748

0.08%

Ferguson Shapiro LLC

84.11K

Mar 31, 26

-4.32K

0.08%

Innova Wealth Partners

81.17K

Mar 31, 26

+12.63K

0.08%

Longview Financial Advisors, Inc.

80.93K

Mar 31, 26

+6.18K

0.08%

Able Wealth Management LLC

77.67K

Mar 31, 26

+34.16K

0.07%

Aptus Capital Advisors, LLC

76.63K

Mar 31, 26

+11.23K

0.07%

NWAM LLC

71.75K

Mar 31, 26

-239

0.07%

MATHER GROUP, LLC.

71.14K

Mar 31, 26

+68.74K

0.07%

AdvisorShares Investments LLC

70.00K

Mar 31, 26

+70.00K

0.07%

BEACON FINANCIAL GROUP

69.06K

Mar 31, 26

+37.81K

0.07%

Private Advisory Group LLC

67.92K

Mar 31, 26

-39.23K

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

66.24K

Mar 31, 26

-7.11K

0.06%

Delap Wealth Advisory, LLC

66.22K

Mar 31, 26

+66.22K

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

65.38K

Mar 31, 26

+32.58K

0.06%

Encompass More Asset Management

64.47K

Mar 31, 26

+55.30K

0.06%

Avondale Wealth Management

63.43K

Mar 31, 26

-6.22K

0.06%

OLD MISSION CAPITAL LLC

61.10K

Mar 31, 26

+61.10K

0.06%

D.A. DAVIDSON & CO.

59.61K

Mar 31, 26

0.06%

Transcendent Capital Group LLC

59.17K

Mar 31, 26

+15.59K

0.06%

EPACRIA CAPITAL PARTNERS, LLC

59.05K

Mar 31, 26

+1.42K

0.06%

GUARDIAN WEALTH ADVISORS, LLC / NC

59.01K

Mar 31, 26

+11.21K

0.06%

Apeiron RIA LLC

58.76K

Mar 31, 26

+12.95K

0.06%

Belpointe Asset Management LLC

55.19K

Mar 31, 26

+27.84K

0.05%

Janney Montgomery Scott LLC

54.67K

Mar 31, 26

+760

0.05%

QUARRY HILL ADVISORS, LLC

53.92K

Mar 31, 26

+3.32K

0.05%

CHILDRESS CAPITAL ADVISORS, LLC

52.97K

Mar 31, 26

+20.12K

0.05%

ROYAL BANK OF CANADA

52.72K

Mar 31, 26

-56.67K

0.05%

Brookstone Capital Management

52.06K

Mar 31, 26

-63

0.05%

Astra Wealth Partners LLC

51.46K

Mar 31, 26

-422

0.05%

Moisand Fitzgerald Tamayo, LLC

50.98K

Mar 31, 26

+8.39K

0.05%

ENVESTNET ASSET MANAGEMENT INC

50.65K

Mar 31, 26

-14.71K

0.05%

Pallas Capital Advisors LLC

49.25K

Mar 31, 26

+29.90K

0.05%

Seed Wealth Management, Inc.

47.60K

Mar 31, 26

+11.05K

0.05%

HORIZON KINETICS ASSET MANAGEMENT LLC

47.48K

Mar 31, 26

+47.48K

0.05%

LifeGoal Wealth Advisors

47.19K

Mar 31, 26

+25.64K

0.05%

RHS Financial, LLC

46.80K

Mar 31, 26

+5.55K

0.05%

Pensionmark Financial Group, LLC

45.25K

Mar 31, 26

+824

0.04%

Beacon Pointe Advisors, LLC

44.24K

Mar 31, 26

-1.91K

0.04%

Integrated Wealth Concepts LLC

43.77K

Mar 31, 26

+4.13K

0.04%

WEST MICHIGAN ADVISORS, LLC

43.11K

Mar 31, 26

+26.01K

0.04%

US BANCORP \DE\

42.91K

Mar 31, 26

+42.91K

0.04%

ENZI WEALTH

42.49K

Mar 31, 26

+7.59K

0.04%

ADVISOR GROUP HOLDINGS, INC.

42.32K

Mar 31, 26

+7.88K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

41.89K

Mar 31, 26

+3.92K

0.04%

Kestra Advisory Services, LLC

41.21K

Mar 31, 26

+6.42K

0.04%

Invst, LLC

39.62K

Mar 31, 26

+907

0.04%

CAPTRUST FINANCIAL ADVISORS

38.97K

Mar 31, 26

-9.51K

0.04%

Madison Wealth Partners, Inc

38.79K

Mar 31, 26

+3.02K

0.04%

FORTRESS PRIVATE LEDGER, LLC

38.69K

Mar 31, 26

-17.43K

0.04%

TCFG WEALTH MANAGEMENT, LLC

37.85K

Mar 31, 26

+235

0.04%

Black Swift Group, LLC

37.80K

Mar 31, 26

-22.23K

0.04%

Commonwealth Financial Services, LLC

36.99K

Mar 31, 26

-1.20K

0.04%

Lifeworks Advisors, LLC

36.31K

Mar 31, 26

-1.70K

0.04%

Buckingham Strategic Partners

35.20K

Mar 31, 26

+35.20K

0.03%

Wealth Management Nebraska

34.66K

Mar 31, 26

+4.33K

0.03%

Main Street Group, LTD

32.87K

Mar 31, 26

-6.79K

0.03%

Gotham Asset Management, LLC

32.42K

Mar 31, 26

+32.42K

0.03%

Prospera Financial Services Inc

31.08K

Mar 31, 26

-246

0.03%

BWM Planning, LLC

30.56K

Mar 31, 26

+43

0.03%

Greenwich Wealth Management LLC

30.48K

Mar 31, 26

+13.18K

0.03%

Freedom Day Solutions, LLC

28.82K

Mar 31, 26

+9.82K

0.03%

BXM Wealth LLC

28.49K

Mar 31, 26

-266.18K

0.03%

Valley Financial Group, Inc.

28.00K

Mar 31, 26

+15.24K

0.03%

Vise Technologies, Inc.

27.52K

Mar 31, 26

0.03%

Waterloo Capital, L.P.

26.48K

Mar 31, 26

+26.48K

0.03%

HB Wealth Management, LLC

25.29K

Mar 31, 26

-1.86K

0.02%

Friedenthal Financial

25.20K

Mar 31, 26

+7.03K

0.02%

BlackDiamond Wealth Management Inc.

25.08K

Mar 31, 26

-1.21K

0.02%

Revolve Wealth Partners, LLC

24.88K

Mar 31, 26

+22.86K

0.02%

Rossby Financial, LCC

24.60K

Mar 31, 26

+24.60K

0.02%

Wedmont Private Capital

23.49K

Mar 31, 26

+8.63K

0.02%

Hershey Financial Advisers, LLC

22.87K

Mar 31, 26

-15.08K

0.02%

Triad Wealth Partners, LLC

22.21K

Mar 31, 26

-14.66K

0.02%

Dynamic Advisor Solutions LLC

21.71K

Mar 31, 26

-1.30K

0.02%

JOURNEY STRATEGIC WEALTH LLC

21.66K

Mar 31, 26

+7.58K

0.02%

Perigon Wealth Management, LLC

21.16K

Mar 31, 26

+17.65K

0.02%

Focus Financial Network, Inc.

21.03K

Mar 31, 26

-4.50K

0.02%

Arcus Capital Partners, LLC

20.60K

Mar 31, 26

-12.93K

0.02%

Empirical Finance, LLC

20.38K

Mar 31, 26

+20.38K

0.02%

XY Planning Network, Inc.

20.14K

Mar 31, 26

+17.33K

0.02%

Accurate Wealth Management, LLC

20.09K

Mar 31, 26

+18.28K

0.02%

Hill Investment Group Partners, LLC

19.85K

Mar 31, 26

-11.49K

0.02%

Schiavi & Co LLC

19.37K

Mar 31, 26

0.02%

Wealthspire Advisors, LLC

19.36K

Mar 31, 26

+1.30K

0.02%

Dynamic Financial Group

19.00K

Mar 31, 26

+6.56K

0.02%

Atria Investments, Inc

18.91K

Mar 31, 26

-14.83K

0.02%

U.S. Capital Wealth Advisors, LLC

18.88K

Mar 31, 26

-12.96K

0.02%

January Capital Advisors LLC

18.71K

Mar 31, 26

+18.71K

0.02%

SFI Advisors, LLC

18.41K

Mar 31, 26

+5.65K

0.02%

MGO ONE SEVEN LLC

18.41K

Mar 31, 26

-194

0.02%

LPL Financial LLC

17.91K

Mar 31, 26

+18

0.02%

WEDBUSH SECURITIES INC

17.88K

Mar 31, 26

+4.45K

0.02%

TD Waterhouse Canada Inc.

17.87K

Mar 31, 26

-245

0.02%

Plan Group Financial, LLC

17.68K

Mar 31, 26

+9.33K

0.02%

Robertson Stephens Wealth Management, LLC

17.15K

Mar 31, 26

+2.50K

0.02%

Golden State Equity Partners

17.13K

Mar 31, 26

+11.70K

0.02%

Sowell Financial Services LLC

16.67K

Mar 31, 26

-830

0.02%

STIFEL FINANCIAL CORP

16.41K

Mar 31, 26

-9.25K

0.02%

VOISARD ASSET MANAGEMENT GROUP, INC.

15.93K

Mar 31, 26

+5.30K

0.02%

BluePath Capital Management, LLC

15.88K

Mar 31, 26

+10.69K

0.02%

Morse Asset Management, Inc

15.62K

Mar 31, 26

-1.45K

0.02%

Integrity Investment Advisors, LLC

15.46K

Mar 31, 26

-158

0.01%

Magnolia Private Wealth, LLC

15.44K

Mar 31, 26

+7.78K

0.01%

Colony Group, LLC

15.43K

Mar 31, 26

-1.52K

0.01%

BECK CAPITAL MANAGEMENT, LLC

15.17K

Mar 31, 26

+4.29K

0.01%

Snowden Capital Advisors LLC

15.13K

Mar 31, 26

+8.63K

0.01%

Wealthcare Advisory Partners LLC

14.84K

Mar 31, 26

-4.09K

0.01%

Frazier Financial Advisors, LLC

14.81K

Mar 31, 26

0.01%

IEQ CAPITAL, LLC

14.62K

Mar 31, 26

-10.98K

0.01%

RED CRANE WEALTH MANAGEMENT, LLC

14.54K

Mar 31, 26

+946

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

14.35K

Mar 31, 26

-8.78K

0.01%

Vestment Financial LLC

14.27K

Mar 31, 26

+6.80K

0.01%

Savvy Advisors, Inc.

13.42K

Mar 31, 26

+13.42K

0.01%

OneAscent Wealth Management LLC

12.97K

Mar 31, 26

+363

0.01%

Almanack Investment Partners, LLC.

12.59K

Mar 31, 26

+5.50K

0.01%

Revisor Wealth Management LLC

12.35K

Mar 31, 26

-139

0.01%

Vontobel Holding Ltd.

12.00K

Mar 31, 26

+9.00K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

11.78K

Mar 31, 26

-3.22K

0.01%

ETF Store, Inc.

11.69K

Mar 31, 26

-400

0.01%

Marex Group plc

11.60K

Mar 31, 26

+3.00K

0.01%

Parkwoods Wealth Partners, LLC

11.56K

Mar 31, 26

+1.82K

0.01%

MONEY CONCEPTS CAPITAL CORP

11.44K

Mar 31, 26

+11.44K

0.01%

United Advisor Group, LLC

11.23K

Mar 31, 26

+260

0.01%

Kesler, Norman & Wride, LLC

11.20K

Mar 31, 26

+1.71K

0.01%

Smart Money Group LLC

11.20K

Mar 31, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

11.16K

Mar 31, 26

0.01%

CONTINUUM WEALTH ADVISORS, LLC

11.12K

Mar 31, 26

+84

0.01%

Cambria Investment Management, L.P.

11.01K

Mar 31, 26

-3.44K

0.01%

Canvas Wealth Advisors, LLC

10.94K

Mar 31, 26

+2.09K

0.01%

Professional Financial Advisors, LLC

10.75K

Mar 31, 26

+5.24K

0.01%

JPL Wealth Management, LLC

10.37K

Mar 31, 26

+3.25K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

10.19K

Mar 31, 26

-1.35K

0.01%

Landing Point Financial Group, LLC

9.69K

Mar 31, 26

+106

0.01%

Meridian Wealth Management, LLC

9.67K

Mar 31, 26

+3.27K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

9.66K

Mar 31, 26

+1.75K

0.01%

Busey Wealth Management

9.60K

Mar 31, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

9.57K

Mar 31, 26

+807

0.01%

Root Financial Partners, LLC

9.31K

Mar 31, 26

0.01%

Cetera Investment Advisers

9.26K

Mar 31, 26

+2.30K

0.01%

Concurrent Investment Advisors, LLC

9.08K

Mar 31, 26

-410

0.01%

STEPHENS INC /AR/

8.71K

Mar 31, 26

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

8.65K

Mar 31, 26

+8.65K

0.01%

GREEN SQUARE CAPITAL ADVISORS LLC

8.53K

Mar 31, 26

+363

0.01%

Nicholas Hoffman & Company, LLC.

8.53K

Mar 31, 26

+8.53K

0.01%

Journey Advisory Group, LLC

8.36K

Mar 31, 26

-14.97K

0.01%

RFG Advisory, LLC

8.30K

Mar 31, 26

-298

0.01%

Swan Global Investments, LLC

8.30K

Mar 31, 26

-2.50K

0.01%

NewEdge Advisors, LLC

8.17K

Mar 31, 26

+2.09K

0.01%

Miracle Mile Advisors, LLC

8.01K

Mar 31, 26

0.01%

Claro Advisors LLC

7.90K

Mar 31, 26

+2.82K

0.01%

JPMORGAN CHASE & CO

7.89K

Mar 31, 26

-966

0.01%

HARBOUR INVESTMENTS, INC.

7.87K

Mar 31, 26

+816

0.01%

CLG LLC

7.84K

Mar 31, 26

+267

0.01%

Jessup Wealth Management, Inc

7.67K

Mar 31, 26

0.01%

Straight Path Wealth Management

7.62K

Mar 31, 26

-894

0.01%

CENTAURUS FINANCIAL, INC.

7.55K

Mar 31, 26

-1.04K

0.01%

INNEALTA CAPITAL, LLC

7.20K

Mar 31, 26

+5.43K

0.01%

SAX WEALTH ADVISORS, LLC

7.19K

Mar 31, 26

0.01%

Luminist Capital LLC

7.10K

Mar 31, 26

+2.98K

0.01%

Kilter Group LLC

7.08K

Mar 31, 26

0.01%

SIMON QUICK ADVISORS, LLC

6.98K

Mar 31, 26

+6.98K

0.01%

Optivise Advisory Services LLC

6.95K

Mar 31, 26

+527

0.01%

Parcion Private Wealth LLC

6.95K

Mar 31, 26

+6.95K

0.01%

CONDOR CAPITAL MANAGEMENT

6.63K

Mar 31, 26

+3.36K

0.01%

Fermata Advisors, LLC

6.60K

Mar 31, 26

+208

0.01%

PEAK FINANCIAL ADVISORS LLC

6.54K

Mar 31, 26

+6.54K

0.01%

RIA Advisory Group LLC

6.41K

Mar 31, 26

-2.16K

0.01%

Detalus Advisors, LLC

6.28K

Mar 31, 26

-49

0.01%

SEEDS INVESTOR LLC

5.41K

Mar 31, 26

-5.33K

0.01%

OneAscent Financial Services LLC

5.11K

Mar 31, 26

-964

0.00%

TME FINANCIAL, INC.

5.10K

Mar 31, 26

-9

0.00%

Paladin Wealth, LLC

5.07K

Mar 31, 26

+1.11K

0.00%

RAYMOND JAMES FINANCIAL INC

5.04K

Mar 31, 26

+16

0.00%

Relyea Zuckerberg Hanson LLC

4.84K

Mar 31, 26

+799

0.00%

Mattson Financial Services, LLC

4.76K

Mar 31, 26

-7

0.00%

Sequent Planning LLC

4.74K

Mar 31, 26

+4.74K

0.00%

Formidable Asset Management, LLC

4.73K

Mar 31, 26

-99

0.00%

Larson Financial Group LLC

4.72K

Mar 31, 26

+4.72K

0.00%

Fielder Capital Group LLC

4.72K

Mar 31, 26

+1.81K

0.00%

Betterment LLC

4.67K

Mar 31, 26

+4.67K

0.00%

Cardinal Point Capital Management, ULC

4.62K

Mar 31, 26

+570

0.00%

Brinker Capital Investments, LLC

4.40K

Mar 31, 26

-1.79K

0.00%

Argent Advisors, Inc.

4.32K

Mar 31, 26

+4.32K

0.00%

CFS Investment Advisory Services, LLC

4.18K

Mar 31, 26

0.00%

TRUIST FINANCIAL CORP

4.09K

Mar 31, 26

-44.02K

0.00%

CoreCap Advisors, LLC

3.99K

Mar 31, 26

+3.99K

0.00%

Steel Peak Wealth Management LLC

3.90K

Mar 31, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

3.84K

Mar 31, 26

+308

0.00%

Forum Financial Management, LP

3.77K

Mar 31, 26

0.00%

Atomi Financial Group, Inc.

3.72K

Mar 31, 26

+555

0.00%

ZEGA Investments, LLC

3.67K

Mar 31, 26

+99

0.00%

XTX Topco Ltd

3.65K

Mar 31, 26

+3.65K

0.00%

BIP Wealth, LLC

3.60K

Mar 31, 26

-1.94K

0.00%

L.K. Benson & Company, P.C.

3.60K

Mar 31, 26

0.00%

Waverly Advisors, LLC

3.59K

Mar 31, 26

+3.59K

0.00%

Lavaca Capital LLC

3.42K

Mar 31, 26

+306

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.27K

Mar 31, 26

-1.09K

0.00%

Balance Wealth, LLC

3.14K

Mar 31, 26

+3.14K

0.00%

Brown Financial Advisors

3.07K

Mar 31, 26

+964

0.00%

Yoder Wealth Management, Inc.

3.07K

Mar 31, 26

-530

0.00%

KKM Financial LLC

3.07K

Mar 31, 26

0.00%

IPG Investment Advisors LLC

3.04K

Mar 31, 26

0.00%

Sequoia Financial Advisors, LLC

2.98K

Mar 31, 26

+2.98K

0.00%

Leading Edge Financial Planning LLC

2.92K

Mar 31, 26

+2.92K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

2.90K

Mar 31, 26

+401

0.00%

HC Advisors, LLC

2.81K

Mar 31, 26

+2.81K

0.00%

GOLDMAN SACHS GROUP INC

2.80K

Mar 31, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

2.70K

Mar 31, 26

+465

0.00%

IFP Advisors, Inc

2.68K

Mar 31, 26

0.00%

Kelman-Lazarov, Inc.

2.66K

Mar 31, 26

+2.66K

0.00%

Per Stirling Capital Management, LLC.

2.63K

Mar 31, 26

0.00%

SeaCrest Wealth Management, LLC

2.60K

Mar 31, 26

0.00%

HARMONY ASSET MANAGEMENT LLC

2.53K

Mar 31, 26

0.00%

MKT Advisors LLC

2.49K

Mar 31, 26

0.00%

MORGAN STANLEY

2.20K

Mar 31, 26

-8.93K

0.00%

Hummer Financial Advisory Services Inc

2.20K

Mar 31, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

2.15K

Mar 31, 26

+2.15K

0.00%

Advisor Resource Council

2.09K

Mar 31, 26

+324

0.00%

Hutchens & Kramer Investment Management Group, LLC

2.00K

Mar 31, 26

0.00%

Atlantic Private Wealth, LLC

1.98K

Mar 31, 26

0.00%

BANK OF AMERICA CORP /DE/

1.90K

Mar 31, 26

-10.13K

0.00%

Centric Wealth Management

1.90K

Mar 31, 26

+1.90K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.85K

Mar 31, 26

+1.85K

0.00%

Strategic Financial Concepts, LLC

1.85K

Mar 31, 26

+1.85K

0.00%

NAPLES GLOBAL ADVISORS, LLC

1.81K

Mar 31, 26

+1.81K

0.00%

Copia Wealth Management

1.80K

Mar 31, 26

+1.80K

0.00%

GATEWAY INVESTMENT ADVISERS LLC

1.79K

Mar 31, 26

+1.79K

0.00%

Parallel Advisors, LLC

1.79K

Mar 31, 26

+1.79K

0.00%

Fiduciary Alliance LLC

1.76K

Mar 31, 26

+1.76K

0.00%

RETIREMENT FINANCIAL SOLUTIONS, LLC

1.72K

Mar 31, 26

+1.72K

0.00%

Allworth Financial LP

1.65K

Mar 31, 26

0.00%

Richard W. Paul & Associates, LLC

1.54K

Mar 31, 26

-410

0.00%

AE Wealth Management LLC

1.40K

Mar 31, 26

+1.25K

0.00%

Westside Investment Management, Inc.

1.40K

Mar 31, 26

+500

0.00%

WealthCollab, LLC

1.28K

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

1.14K

Mar 31, 26

+647

0.00%

Smartleaf Asset Management LLC

1.09K

Mar 31, 26

-422

0.00%

Physician Wealth Advisors, Inc.

1.00K

Mar 31, 26

-910

0.00%

HAZLETT, BURT & WATSON, INC.

892

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

542

Mar 31, 26

0.00%

Sound Income Strategies, LLC

500

Mar 31, 26

+500

0.00%

BlackRock, Inc.

450

Mar 31, 26

+450

0.00%

BANK OF MONTREAL /CAN/

281

Mar 31, 26

+281

0.00%

Federation des caisses Desjardins du Quebec

254

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

253

Mar 31, 26

0.00%

Magnolia Wealth Management, LLC

215

Mar 31, 26

+215

0.00%

ASSETMARK, INC

152

Mar 31, 26

-50

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

+42

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

GoalVest Advisory LLC

Mar 31, 26

-1.01K

0.00%

Advisory Services Network, LLC

Mar 31, 26

+19

0.00%

Glass Jacobson Investment Advisors llc

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

-7.08K

UBS Group AG

Mar 31, 26

-17.40K

Sovran Advisors, LLC

Mar 31, 26

-3.65K

Jain Global LLC

Mar 31, 26

-181.46K

Eaton Financial Holdings Company, LLC

Mar 31, 26

-1.90K

Bayshore Capital Advisors, LLC

Mar 31, 26

-1.89K

CITIZENS FINANCIAL GROUP INC/RI

Mar 31, 26

-9.09K

McMill Wealth Management

Mar 31, 26

-3.66K

Astoria Portfolio Advisors LLC.

Mar 31, 26

-2.50K

GK Wealth Management LLC

Mar 31, 26

-27.97K

CI Private Wealth, LLC

Mar 31, 26

-6.20K

Creative Planning

Mar 31, 26

-3.62K

Chicago Partners Investment Group LLC

Mar 31, 26

-1.74K

Sippican Capital Advisors

Mar 31, 26

-38.63K

Quadrant Private Wealth Management, LLC

Mar 31, 26

-2.62K

Collaborative Wealth Managment Inc.

Mar 31, 26

-4.40K

CITADEL ADVISORS LLC

Mar 31, 26

-15.03K

NAPA WEALTH MANAGEMENT

67.59K

Sep 30, 25

+11.03K

0.07%

WOLVERINE TRADING, LLC

28.62K

Sep 30, 25

+21.91K

0.03%

Fortress Wealth Management, Inc.

6.68K

Sep 30, 25

+441

0.01%

ACAS, LLC

79.69K

Jun 30, 25

+11.50K

0.08%

IronOak Wealth LLC.

39.79K

Jun 30, 25

+39.79K

0.04%

Moser Wealth Advisors, LLC

38.15K

Jun 30, 25

+10.27K

0.04%

AVANTAX ADVISORY SERVICES, INC.

5.69K

Jun 30, 25

+5.69K

0.01%

Kings Path Partners LLC

217

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-2.23K

Vista Wealth Management Group, LLC

9.47K

Mar 31, 25

+46

0.01%

Orion Portfolio Solutions, LLC

5.73K

Mar 31, 25

-2.73K

0.01%

Marcum Wealth, LLC

3.19K

Mar 31, 25

0.00%

Herr Investment Group LLC

84.43K

Jun 30, 24

+84.43K

0.08%

Epic Trust Investment Advisors, LLC

14.68K

Jun 30, 24

+10.52K

0.01%

EA Series Trust

1.00M

Jun 30, 23

+1.00M

0.97%