Invesco BulletShares 2027 Corporate Bond ETF(BSCR)

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Invesco BulletShares 2027 Corporate Bond ETF(BSCR)

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$19.59—

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BSCR(BSCR)

BSCR

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

Institutional Ownership

Top 462 Institutional Holders

Holder	Shares	Date	Change	% Held
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2.17M	Jun 30, 26	-36.89K	0.92%
Brookstone Capital Management	1.43M	Jun 30, 26	-82.55K	0.61%
TLWM	1.35M	Jun 30, 26	+32.48K	0.58%
Clark Asset Management, LLC	1.31M	Jun 30, 26	+118.76K	0.56%
Kestra Advisory Services, LLC	1.21M	Jun 30, 26	+914.57K	0.52%
Cornerstone Wealth Management, LLC	881.98K	Jun 30, 26	+31.61K	0.38%
OLD SECOND NATIONAL BANK OF AURORA	771.90K	Jun 30, 26	-24.13K	0.33%
KIRR MARBACH & CO LLC /IN/	755.05K	Jun 30, 26	-17.50K	0.32%
TRUIST FINANCIAL CORP	611.33K	Jun 30, 26	+106.93K	0.26%
KESTRA PRIVATE WEALTH SERVICES, LLC	602.55K	Jun 30, 26	+1.58K	0.26%
COOKSON PEIRCE & CO INC	570.68K	Jun 30, 26	+5.78K	0.24%
AA Financial Advisors, LLC	566.70K	Jun 30, 26	+30.49K	0.24%
Straight Path Wealth Management	556.56K	Jun 30, 26	+14.79K	0.24%
Ledgewood Wealth Advisors, LLC	549.63K	Jun 30, 26	+2.22K	0.23%
CENTRAL VALLEY ADVISORS, LLC	548.21K	Jun 30, 26	-2.55K	0.23%
Legacy Private Trust Co.	521.53K	Jun 30, 26	+46.41K	0.22%
Red Spruce Capital, LLC	519.46K	Jun 30, 26	-2.73K	0.22%
CHATHAM CAPITAL GROUP, INC.	511.92K	Jun 30, 26	-6.50K	0.22%
Ironwood Financial, llc	511.90K	Jun 30, 26	-4.57K	0.22%
HENGEHOLD CAPITAL MANAGEMENT LLC	502.65K	Jun 30, 26	+24.08K	0.21%
Sound Stewardship, LLC	445.74K	Jun 30, 26	+13.80K	0.19%
Lantz Financial LLC	413.79K	Jun 30, 26	+19.56K	0.18%
BCS Wealth Management	408.98K	Jun 30, 26	+18.17K	0.17%
Matthew Goff Investment Advisor, LLC	393.83K	Jun 30, 26	+393.83K	0.17%
Meriwether Wealth & Planning, LLC	385.43K	Jun 30, 26	+4.74K	0.16%
Private Advisor Group, LLC	361.35K	Jun 30, 26	+21.36K	0.15%
River Street Advisors LLC	342.56K	Jun 30, 26	+26.48K	0.15%
Laurel Wealth Advisors LLC	312.67K	Jun 30, 26	+1.65K	0.13%
Farnam Financial LLC	310.14K	Jun 30, 26	+23.98K	0.13%
HOWARD WEALTH MANAGEMENT, LLC	302.35K	Jun 30, 26	+14.26K	0.13%
Paradiem, LLC	287.06K	Jun 30, 26	+3.29K	0.12%
WEBSTER BANK, N. A.	252.34K	Jun 30, 26	+13.24K	0.11%
Trilogy Capital Inc.	246.63K	Jun 30, 26	+10.34K	0.11%
CRA Financial Services, LLC	219.46K	Jun 30, 26	-4.55K	0.09%
Old Port Advisors	193.95K	Jun 30, 26	-8.04K	0.08%
Prospera Financial Services Inc	192.19K	Jun 30, 26	+7.39K	0.08%
Aspen Investment Management Inc	191.66K	Jun 30, 26	+1.02K	0.08%
Infinity Wealth Counsel, LLC	188.24K	Jun 30, 26	+4.79K	0.08%
Pacific Wealth Strategies Group, Inc.	186.79K	Jun 30, 26	+28.85K	0.08%
Tenon Financial LLC	181.41K	Jun 30, 26	+2.54K	0.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	175.38K	Jun 30, 26	-433	0.07%
Atria Investments, Inc	153.49K	Jun 30, 26	-44.83K	0.07%
Gladstone Institutional Advisory LLC	149.68K	Jun 30, 26	+3.43K	0.06%
J.W. COLE ADVISORS, INC.	148.30K	Jun 30, 26	+148.30K	0.06%
Opulen Financial Group LLC	126.28K	Jun 30, 26	+2.96K	0.05%
Key FInancial Inc	114.39K	Jun 30, 26	-22.15K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	109.94K	Jun 30, 26	-4.12K	0.05%
MISSION WEALTH MANAGEMENT, LP	108.36K	Jun 30, 26	+2.03K	0.05%
SEMITAM BONAM LLC	100.28K	Jun 30, 26	+3.38K	0.04%
Accurate Wealth Management, LLC	88.47K	Jun 30, 26	+1.57K	0.04%
Wilkins Miller Wealth Management, LLC	86.54K	Jun 30, 26	-4.72K	0.04%
Newport Capital Group, LLC	82.41K	Jun 30, 26	--	0.04%
CONTINUUM WEALTH ADVISORS, LLC	81.40K	Jun 30, 26	+5.00K	0.03%
BUTENSKY & COHEN FINANCIAL SECURITY, INC	80.86K	Jun 30, 26	+4.76K	0.03%
LEAVELL INVESTMENT MANAGEMENT, INC.	80.11K	Jun 30, 26	-2.28K	0.03%
EVERPAR ADVISORS LLC	76.60K	Jun 30, 26	+8.00K	0.03%
Richmond Investment Services, LLC	71.75K	Jun 30, 26	-66.63K	0.03%
Oliver Luxxe Assets LLC	71.25K	Jun 30, 26	-12.66K	0.03%
Hennion & Walsh Asset Management, Inc.	71.05K	Jun 30, 26	-7.10K	0.03%
Farther Finance Advisors, LLC	69.09K	Jun 30, 26	-21.09K	0.03%
BEACON FINANCIAL GROUP	62.26K	Jun 30, 26	-16.70K	0.03%
Segment Wealth Management, LLC	60.30K	Jun 30, 26	+310	0.03%
Kessler Investment Group, LLC	59.88K	Jun 30, 26	+52	0.03%
Independence Bank of Kentucky	59.72K	Jun 30, 26	+3.01K	0.03%
Astoria Portfolio Advisors LLC.	58.79K	Jun 30, 26	-474	0.03%
WHITENER CAPITAL MANAGEMENT, INC.	55.28K	Jun 30, 26	+4.66K	0.02%
Kohmann Bosshard Financial Services, LLC	55.17K	Jun 30, 26	--	0.02%
American Institute for Advanced Investment Management, LLP	54.54K	Jun 30, 26	+4.04K	0.02%
Apella Capital, LLC	53.42K	Jun 30, 26	+771	0.02%
Strid Group, LLC	53.16K	Jun 30, 26	+422	0.02%
XY Planning Network, Inc.	52.72K	Jun 30, 26	+1.95K	0.02%
WOODMONT INVESTMENT COUNSEL LLC	49.75K	Jun 30, 26	-7.77K	0.02%
First Fiduciary Investment Counsel, Inc.	48.80K	Jun 30, 26	+100	0.02%
Western Financial Corp/CA	46.81K	Jun 30, 26	+4.48K	0.02%
Blossom Wealth Management	46.22K	Jun 30, 26	+1.32K	0.02%
Cypress Wealth Services, LLC	45.62K	Jun 30, 26	+2.78K	0.02%
Wealthcare Advisory Partners LLC	45.28K	Jun 30, 26	+3.34K	0.02%
SJS Investment Consulting Inc.	44.58K	Jun 30, 26	+12.71K	0.02%
SAX WEALTH ADVISORS, LLC	44.06K	Jun 30, 26	+3.52K	0.02%
SENTINEL PENSION ADVISORS INC	43.58K	Jun 30, 26	-4.40K	0.02%
YANKCOM Partnership	42.87K	Jun 30, 26	--	0.02%
REUTER JAMES WEALTH MANAGEMENT, LLC	40.75K	Jun 30, 26	+6.03K	0.02%
Concurrent Investment Advisors, LLC	40.37K	Jun 30, 26	+28.82K	0.02%
PARK AVENUE SECURITIES LLC	40.00K	Jun 30, 26	-1.54K	0.02%
NOTTINGHAM ADVISORS, INC.	37.50K	Jun 30, 26	--	0.02%
Comprehensive Financial Consultants Institutional, Inc.	36.89K	Jun 30, 26	+255	0.02%
Allen Capital Group, LLC	36.21K	Jun 30, 26	+3.15K	0.02%
Ballew Advisors, Inc	35.95K	Jun 30, 26	--	0.02%
PRIVATE TRUST CO NA	34.46K	Jun 30, 26	+8.28K	0.01%
Wealth Quarterback LLC	32.15K	Jun 30, 26	+3.68K	0.01%
VOISARD ASSET MANAGEMENT GROUP, INC.	32.15K	Jun 30, 26	+59	0.01%
Unified Investment Management	31.94K	Jun 30, 26	+2.50K	0.01%
Certified Advisory Corp	30.16K	Jun 30, 26	-7.55K	0.01%
Well Done, LLC	29.35K	Jun 30, 26	+62	0.01%
Aprio Wealth Management, LLC	29.24K	Jun 30, 26	+2.55K	0.01%
Ramiah Investment Group	28.02K	Jun 30, 26	-169	0.01%
Wedmont Private Capital	27.91K	Jun 30, 26	+27.91K	0.01%
Axis Wealth Partners, LLC	27.47K	Jun 30, 26	+1.08K	0.01%
Apeiron RIA LLC	27.08K	Jun 30, 26	-38.80K	0.01%
SMI Advisory Services, LLC	25.80K	Jun 30, 26	+1.78K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	25.09K	Jun 30, 26	+11	0.01%
Crews Bank & Trust	24.80K	Jun 30, 26	-2.55K	0.01%
Net Worth Advisory Group	23.94K	Jun 30, 26	-31.56K	0.01%
MANCHESTER FINANCIAL INC	23.56K	Jun 30, 26	-1.39K	0.01%
Onyx Bridge Wealth Group LLC	22.50K	Jun 30, 26	-448	0.01%
CARY STREET PARTNERS FINANCIAL LLC	20.98K	Jun 30, 26	+927	0.01%
Seek First Inc.	20.61K	Jun 30, 26	-2.74K	0.01%
Steel Peak Wealth Management LLC	19.98K	Jun 30, 26	+19.98K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	19.97K	Jun 30, 26	-1.85K	0.01%
BankPlus Trust Department	18.73K	Jun 30, 26	-6.07K	0.01%
DAVENPORT & Co LLC	18.27K	Jun 30, 26	+5.09K	0.01%
WORLD EQUITY GROUP, INC.	18.25K	Jun 30, 26	--	0.01%
SIGMA INVESTMENT COUNSELORS INC	18.09K	Jun 30, 26	-946	0.01%
Legacy Wealth Management, LLC / MS	18.06K	Jun 30, 26	-37	0.01%
IRON Financial LLC	16.69K	Jun 30, 26	+16.69K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	16.46K	Jun 30, 26	+3.85K	0.01%
FIRST HORIZON CORP	15.18K	Jun 30, 26	-225	0.01%
Financial Life Planners	14.68K	Jun 30, 26	-3.89K	0.01%
Pinnacle Bancorp, Inc.	14.59K	Jun 30, 26	--	0.01%
McElhenny Sheffield Capital Management, LLC	14.49K	Jun 30, 26	+14.49K	0.01%
RVW Wealth, LLC	14.04K	Jun 30, 26	-15.31K	0.01%
RMR Wealth Builders	13.87K	Jun 30, 26	-6.84K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	13.37K	Jun 30, 26	+13.37K	0.01%
Berkshire Money Management, Inc.	13.00K	Jun 30, 26	--	0.01%
TABR Capital Management, LLC	12.91K	Jun 30, 26	+12.91K	0.01%
Capital Investment Advisory Services, LLC	12.66K	Jun 30, 26	+4.25K	0.01%
SigFig Wealth Management, LLC	12.51K	Jun 30, 26	+114	0.01%
Kaydan Wealth Management, Inc.	12.29K	Jun 30, 26	-259	0.01%
RIA Advisory Group LLC	11.84K	Jun 30, 26	+186	0.01%
RFG Advisory, LLC	11.82K	Jun 30, 26	+1.60K	0.01%
4J Wealth Management LLC	11.74K	Jun 30, 26	--	0.01%
Nautilus Advisors LLC	11.52K	Jun 30, 26	--	0.00%
Venture Visionary Partners LLC	11.43K	Jun 30, 26	-76	0.00%
Foundry Financial Group, Inc.	11.36K	Jun 30, 26	--	0.00%
Resonant Capital Advisors, LLC	11.26K	Jun 30, 26	--	0.00%
FC Advisory LLC	11.22K	Jun 30, 26	+11.22K	0.00%
Sequoia Financial Advisors, LLC	11.03K	Jun 30, 26	-10.62K	0.00%
Three Cord True Wealth Management, LLC	10.86K	Jun 30, 26	+6	0.00%
BENJAMIN EDWARDS INC	10.83K	Jun 30, 26	-42	0.00%
D.A. DAVIDSON & CO.	10.43K	Jun 30, 26	+10.43K	0.00%
BankPlus Wealth Management LLC	10.41K	Jun 30, 26	-3.23K	0.00%
Integris Wealth Management, LLC	10.31K	Jun 30, 26	+108	0.00%
Latitude Advisors, LLC	10.06K	Jun 30, 26	+10.06K	0.00%
HM PAYSON & CO	8.09K	Jun 30, 26	-1.32K	0.00%
IFP Advisors, Inc	7.89K	Jun 30, 26	-669	0.00%
Provenance Wealth Advisors, LLC	7.83K	Jun 30, 26	-154	0.00%
ARMSTRONG ADVISORY GROUP, INC	7.42K	Jun 30, 26	--	0.00%
EASTERN BANK	6.08K	Jun 30, 26	-102	0.00%
Marquette Asset Management, LLC	4.11K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	4.06K	Jun 30, 26	--	0.00%
Sarver Vrooman Wealth Advisors	3.21K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.87K	Jun 30, 26	+465	0.00%
West Branch Capital LLC	2.05K	Jun 30, 26	+21	0.00%
Davis Capital Management	1.56K	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	1.52K	Jun 30, 26	--	0.00%
CX Institutional	1.51K	Jun 30, 26	-944	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.35K	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	1.25K	Jun 30, 26	--	0.00%
Aspect Partners, LLC	1.03K	Jun 30, 26	--	0.00%
City State Bank	1.01K	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	787	Jun 30, 26	--	0.00%
GAMMA Investing LLC	760	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	697	Jun 30, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	555	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	336	Jun 30, 26	+336	0.00%
First PREMIER Bank	205	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	102	Jun 30, 26	--	0.00%
PROATHLETE WEALTH MANAGEMENT LLC	48	Jun 30, 26	+1	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	--	Jun 30, 26	-1.27K	--
Noble Wealth Management PBC	--	Jun 30, 26	-250	--
Flaharty Asset Management, LLC	--	Jun 30, 26	-55.97K	--
Cambridge Investment Research Advisors, Inc.	--	Jun 30, 26	-1.15M	--
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	--	Jun 30, 26	-2.62K	--
Mesirow Financial Investment Management, Inc.	--	Jun 30, 26	-12.07K	--
Abound Wealth Management	--	Jun 30, 26	-342	--
ARQ WEALTH ADVISORS, LLC	--	Jun 30, 26	-10.50K	--
BIRCHBROOK, INC.	--	Jun 30, 26	-250	--
Sound Income Strategies, LLC	--	Jun 30, 26	-402	--
BridgePort Financial Solutions, LLC	--	Jun 30, 26	-18.32K	--
LongView Wealth Management	--	Jun 30, 26	-18.70K	--
Lido Advisors, LLC	70.69M	Mar 31, 26	+3.85M	30.16%
MORGAN STANLEY	10.31M	Mar 31, 26	-71.28K	4.40%
UBS Group AG	8.23M	Mar 31, 26	+4.01M	3.51%
WELLS FARGO & COMPANY/MN	7.28M	Mar 31, 26	+119.99K	3.11%
LPL Financial LLC	7.17M	Mar 31, 26	+432.06K	3.06%
RAYMOND JAMES FINANCIAL INC	6.04M	Mar 31, 26	+1.78M	2.58%
BANK OF AMERICA CORP /DE/	5.59M	Mar 31, 26	+571.98K	2.38%
Invesco Ltd.	3.69M	Mar 31, 26	+242.99K	1.58%
MAI Capital Management	3.06M	Mar 31, 26	+147.63K	1.30%
Hills Bank & Trust Co	2.65M	Mar 31, 26	+122.12K	1.13%
ROYAL BANK OF CANADA	2.39M	Mar 31, 26	+554.44K	1.02%
SNS Financial Group, LLC	1.91M	Mar 31, 26	+96.67K	0.82%
MML INVESTORS SERVICES, LLC	1.81M	Mar 31, 26	-116.49K	0.77%
DAVIS R M INC	1.73M	Mar 31, 26	+59.83K	0.74%
MONECO Advisors, LLC	1.37M	Mar 31, 26	+62.39K	0.58%
ADVISOR GROUP HOLDINGS, INC.	1.31M	Mar 31, 26	+106.82K	0.56%
Anchor Investment Management, LLC	1.23M	Mar 31, 26	+14.81K	0.52%
Atlantic Union Bankshares Corp	1.19M	Mar 31, 26	+73.74K	0.51%
STIFEL FINANCIAL CORP	1.18M	Mar 31, 26	+17.45K	0.50%
THRIVENT FINANCIAL FOR LUTHERANS	1.12M	Mar 31, 26	-444.16K	0.48%
ENVESTNET ASSET MANAGEMENT INC	1.07M	Mar 31, 26	+143.85K	0.45%
AMERIPRISE FINANCIAL INC	1.07M	Mar 31, 26	-73.00K	0.45%
CAPTRUST FINANCIAL ADVISORS	999.76K	Mar 31, 26	+6.61K	0.43%
Baird Financial Group, Inc.	942.63K	Mar 31, 26	-112.21K	0.40%
Legacy Financial Group LLC	926.55K	Mar 31, 26	+10.69K	0.40%
Asset Dedication, LLC	842.02K	Mar 31, 26	-39.99K	0.36%
Independent Advisor Alliance	838.93K	Mar 31, 26	+838.93K	0.36%
Cetera Investment Advisers	803.99K	Mar 31, 26	+350.59K	0.34%
NewEdge Advisors, LLC	740.69K	Mar 31, 26	+14.15K	0.32%
Colony Group, LLC	677.78K	Mar 31, 26	+31.93K	0.29%
Janney Montgomery Scott LLC	658.73K	Mar 31, 26	-104.45K	0.28%
Goepper Burkhardt LLC	640.88K	Mar 31, 26	+62.58K	0.27%
KESTRA PRIVATE WEALTH SERVICES, LLC	600.97K	Mar 31, 26	+167.50K	0.26%
Sanctuary Advisors, LLC	591.65K	Mar 31, 26	+77.30K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	542.89K	Mar 31, 26	+35.27K	0.23%
JONES FINANCIAL COMPANIES LLLP	534.31K	Mar 31, 26	+119.43K	0.23%
KICKSTAND VENTURES, LLC.	512.07K	Mar 31, 26	+3.04K	0.22%
TRUIST FINANCIAL CORP	504.41K	Mar 31, 26	+26.93K	0.22%
VAUGHAN DAVID INVESTMENTS LLC/IL	499.43K	Mar 31, 26	+29.30K	0.21%
Clearstead Advisors, LLC	457.03K	Mar 31, 26	-9.35K	0.20%
TCG Advisory Services, LLC	420.02K	Mar 31, 26	-223.88K	0.18%
Colonial Trust Advisors	416.10K	Mar 31, 26	+29.20K	0.18%
HighTower Advisors, LLC	415.49K	Mar 31, 26	+62.87K	0.18%
MGO ONE SEVEN LLC	396.93K	Mar 31, 26	+21.40K	0.17%
Marietta Wealth Management, LLC	378.61K	Mar 31, 26	+20.41K	0.16%
Genesis Wealth Advisors, LLC	372.34K	Mar 31, 26	+21.13K	0.16%
FCA CORP /TX	349.04K	Mar 31, 26	+33.40K	0.15%
Cornerstone Planning, LLC	343.56K	Mar 31, 26	-96.46K	0.15%
Carnegie Capital Asset Management, LLC	343.49K	Mar 31, 26	+14.28K	0.15%
ProVise Management Group, LLC	343.05K	Mar 31, 26	+55.33K	0.15%
Gryphon Financial Partners LLC	331.30K	Mar 31, 26	--	0.14%
SFE Investment Counsel	311.24K	Mar 31, 26	+28.05K	0.13%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	299.05K	Mar 31, 26	+31.02K	0.13%
CVFG LLC	296.32K	Mar 31, 26	+296.32K	0.13%
MORTON COMMUNITY BANK	296.00K	Mar 31, 26	+4.38K	0.13%
Kestra Advisory Services, LLC	292.91K	Mar 31, 26	-413	0.12%
Souders Financial Advisors	276.66K	Mar 31, 26	+2.38K	0.12%
Evergreen Wealth Solutions, LLC	275.12K	Mar 31, 26	+12.50K	0.12%
Beacon Pointe Advisors, LLC	267.75K	Mar 31, 26	+158.66K	0.11%
Integrated Wealth Concepts LLC	262.98K	Mar 31, 26	+27.46K	0.11%
Equitable Holdings, Inc.	255.12K	Mar 31, 26	+6.15K	0.11%
Colonial Trust Co / SC	243.95K	Mar 31, 26	-2.58K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	239.14K	Mar 31, 26	+15.33K	0.10%
EVEXIA WEALTH LLC	237.74K	Mar 31, 26	+33.54K	0.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	233.33K	Mar 31, 26	+233.33K	0.10%
Ellevest, Inc.	232.54K	Mar 31, 26	+1.46K	0.10%
Geneos Wealth Management Inc.	228.41K	Mar 31, 26	+10.35K	0.10%
EP Wealth Advisors, LLC	228.22K	Mar 31, 26	-15.52K	0.10%
Summit Financial, LLC	224.38K	Mar 31, 26	+1.04K	0.10%
Coastal Bridge Advisors, LLC	212.63K	Mar 31, 26	+7.43K	0.09%
CWM, LLC	207.81K	Mar 31, 26	+128.00K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	205.80K	Mar 31, 26	+46.54K	0.09%
Berger Financial Group, Inc	198.63K	Mar 31, 26	-919	0.08%
Horizons Wealth Management	197.22K	Mar 31, 26	+7.63K	0.08%
CITADEL ADVISORS LLC	194.04K	Mar 31, 26	+194.04K	0.08%
Pinnacle Financial Group, LLC / IL	187.88K	Mar 31, 26	+5.25K	0.08%
NOVARE CAPITAL MANAGEMENT LLC	186.13K	Mar 31, 26	+3.96K	0.08%
S.E.E.D. Planning Group LLC	180.89K	Mar 31, 26	+3.71K	0.08%
Waverly Advisors, LLC	179.09K	Mar 31, 26	+5.19K	0.08%
Allworth Financial LP	171.51K	Mar 31, 26	+14.92K	0.07%
AlphaStar Capital Management, LLC	164.62K	Mar 31, 26	+6.65K	0.07%
Sentinus, LLC	157.29K	Mar 31, 26	-710	0.07%
JPMORGAN CHASE & CO	157.29K	Mar 31, 26	+151.97K	0.07%
SILVERLAKE WEALTH MANAGEMENT LLC	154.88K	Mar 31, 26	+18.56K	0.07%
Addison Advisors LLC	152.76K	Mar 31, 26	+11.20K	0.07%
TFR Capital, LLC.	152.11K	Mar 31, 26	+1.84K	0.06%
VestGen Advisors, LLC	146.33K	Mar 31, 26	+12.40K	0.06%
Richmond Investment Services, LLC	138.38K	Mar 31, 26	-8.60K	0.06%
Steward Partners Investment Advisory, LLC	135.28K	Mar 31, 26	-1.34K	0.06%
STEPHENS INC /AR/	115.97K	Mar 31, 26	-2.78K	0.05%
VISTA INVESTMENT MANAGEMENT	112.56K	Mar 31, 26	-43.87K	0.05%
HUNTINGTON NATIONAL BANK	112.33K	Mar 31, 26	+10.94K	0.05%
IHT Wealth Management, LLC	110.19K	Mar 31, 26	+5.76K	0.05%
Oder Investment Management, LLC	106.88K	Mar 31, 26	+3.90K	0.05%
Creative Planning	106.67K	Mar 31, 26	-509	0.05%
Leo Wealth, LLC	99.76K	Mar 31, 26	-5.26K	0.04%
Roundview Capital LLC	97.75K	Mar 31, 26	--	0.04%
Redmond Asset Management, LLC	88.92K	Mar 31, 26	+508	0.04%
G2 CAPITAL MANAGEMENT, LLC / OH	85.61K	Mar 31, 26	+885	0.04%
Redwood Financial Network Corp	85.07K	Mar 31, 26	+4.17K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	84.99K	Mar 31, 26	+84.99K	0.04%
HANOVER ADVISORS INC	84.42K	Mar 31, 26	-1.27K	0.04%
FIFTH THIRD BANCORP	83.98K	Mar 31, 26	+50.15K	0.04%
Aptus Capital Advisors, LLC	82.52K	Mar 31, 26	+288	0.04%
HARBOUR INVESTMENTS, INC.	81.49K	Mar 31, 26	+20.20K	0.03%
GTS SECURITIES LLC	80.52K	Mar 31, 26	+80.52K	0.03%
Strategic Family Wealth Counselors, L.L.C.	79.88K	Mar 31, 26	+5.31K	0.03%
Wingate Wealth Advisors, Inc.	72.62K	Mar 31, 26	+2.08K	0.03%
SHUFRO ROSE & CO LLC	70.69K	Mar 31, 26	--	0.03%
ArborFi Advisors, LLC	69.69K	Mar 31, 26	+2.91K	0.03%
Mariner, LLC	69.61K	Mar 31, 26	+24.81K	0.03%
Heritage Trust Co	68.83K	Mar 31, 26	+5.06K	0.03%
River Wealth Advisors LLC	67.95K	Mar 31, 26	-27.05K	0.03%
Sigma Planning Corp	67.15K	Mar 31, 26	-1.30K	0.03%
Keel Point, LLC	65.63K	Mar 31, 26	+4.49K	0.03%
OLD POINT TRUST & FINANCIAL SERVICES N A	65.55K	Mar 31, 26	+2.84K	0.03%
Savvy Advisors, Inc.	64.86K	Mar 31, 26	+16.96K	0.03%
MONTAG A & ASSOCIATES INC	64.26K	Mar 31, 26	-12.71K	0.03%
Resources Investment Advisors, LLC.	62.74K	Mar 31, 26	+9.72K	0.03%
SAWGRASS ASSET MANAGEMENT LLC	62.74K	Mar 31, 26	-775	0.03%
RPg Family Wealth Advisory, LLC	61.67K	Mar 31, 26	--	0.03%
Astoria Portfolio Advisors LLC.	59.26K	Mar 31, 26	+53	0.03%
GUARDIAN WEALTH ADVISORS, LLC / NC	59.16K	Mar 31, 26	+46	0.03%
Belpointe Asset Management LLC	55.97K	Mar 31, 26	+3.53K	0.02%
Coordinated Financial Services, Inc.	51.45K	Mar 31, 26	+1.20K	0.02%
Kovack Advisors, Inc.	51.16K	Mar 31, 26	+1.05K	0.02%
First Command Advisory Services, Inc.	51.06K	Mar 31, 26	+3.54K	0.02%
Capital Analysts, LLC	50.55K	Mar 31, 26	-2.77K	0.02%
Vantage Point Financial LLC	48.71K	Mar 31, 26	-858	0.02%
Advisory Services Network, LLC	47.99K	Mar 31, 26	+8.92K	0.02%
BROWN ADVISORY INC	47.82K	Mar 31, 26	+1.27K	0.02%
Migdal Insurance & Financial Holdings Ltd.	47.09K	Mar 31, 26	-11.40K	0.02%
Koss-Olinger Consulting, LLC	46.37K	Mar 31, 26	+5.33K	0.02%
DENVER WEALTH MANAGEMENT, INC.	43.71K	Mar 31, 26	+17.41K	0.02%
Fusion Family Wealth LLC	43.23K	Mar 31, 26	+43.23K	0.02%
Strathmore Capital Advisors, Inc.	42.59K	Mar 31, 26	-140	0.02%
Cordatus Wealth Management LLC	39.52K	Mar 31, 26	+6.09K	0.02%
Cynosure Group, LLC	39.12K	Mar 31, 26	--	0.02%
Proficio Capital Partners LLC	39.12K	Mar 31, 26	+404	0.02%
Vermillion & White Wealth Management Group, LLC	38.98K	Mar 31, 26	-1.46K	0.02%
True Vision MN LLC	36.77K	Mar 31, 26	+820	0.02%
Arkadios Wealth Advisors	34.59K	Mar 31, 26	+1.20K	0.01%
Kingsview Wealth Management, LLC	33.81K	Mar 31, 26	+2.92K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	33.20K	Mar 31, 26	+3.01K	0.01%
Allen Capital Group, LLC	33.06K	Mar 31, 26	-2.31K	0.01%
PRINCIPAL SECURITIES, INC.	31.97K	Mar 31, 26	-844	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	30.94K	Mar 31, 26	-31.87K	0.01%
Tassel Capital Management, Inc.	30.19K	Mar 31, 26	+992	0.01%
Foundations Investment Advisors, LLC	29.95K	Mar 31, 26	-733	0.01%
Insight Wealth Partners, LLC	29.79K	Mar 31, 26	+254	0.01%
Capital Investment Advisors, LLC	28.68K	Mar 31, 26	+364	0.01%
HB Wealth Management, LLC	27.27K	Mar 31, 26	-59.51K	0.01%
Arete Wealth Advisors, LLC	27.11K	Mar 31, 26	--	0.01%
Sensible Money, LLC	26.84K	Mar 31, 26	+103	0.01%
HighPoint Advisor Group LLC	26.81K	Mar 31, 26	-429	0.01%
PRIVATE TRUST CO NA	26.18K	Mar 31, 26	+17.39K	0.01%
BankPlus Trust Department	24.80K	Mar 31, 26	-507	0.01%
Kathmere Capital Management, LLC	24.75K	Mar 31, 26	+6.14K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	24.69K	Mar 31, 26	-5.98K	0.01%
Valmark Advisers, Inc.	24.00K	Mar 31, 26	+6.24K	0.01%
Claro Advisors LLC	23.57K	Mar 31, 26	-821	0.01%
Ausdal Financial Partners, Inc.	22.53K	Mar 31, 26	-73.08K	0.01%
Western Wealth Management, LLC	22.50K	Mar 31, 26	--	0.01%
Brown Financial Advisory	21.55K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	21.16K	Mar 31, 26	+135	0.01%
Glass Jacobson Investment Advisors llc	19.94K	Mar 31, 26	--	0.01%
Larson Financial Group LLC	19.74K	Mar 31, 26	+163	0.01%
Hobbs Group Advisors, LLC	18.78K	Mar 31, 26	+128	0.01%
TWO SIGMA SECURITIES, LLC	18.60K	Mar 31, 26	+18.60K	0.01%
NFP Retirement, Inc.	18.35K	Mar 31, 26	-558	0.01%
CIBC WORLD MARKET INC.	17.80K	Mar 31, 26	-1.50K	0.01%
Verdence Capital Advisors LLC	17.30K	Mar 31, 26	--	0.01%
Savant Capital, LLC	16.24K	Mar 31, 26	+2.18K	0.01%
DOVER ADVISORS, LLC	16.05K	Mar 31, 26	--	0.01%
OPPENHEIMER & CO INC	15.36K	Mar 31, 26	+361	0.01%
WESPAC Advisors, LLC	14.52K	Mar 31, 26	--	0.01%
Midwest Trust Co	14.14K	Mar 31, 26	--	0.01%
Wealth Advisors of Iowa, LLC	13.73K	Mar 31, 26	-153	0.01%
Stratos Wealth Partners, LTD.	13.73K	Mar 31, 26	+141	0.01%
LaSalle St. Investment Advisors, LLC	13.28K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	12.46K	Mar 31, 26	+12.46K	0.01%
Beaumont Financial Advisors, LLC	12.20K	Mar 31, 26	-62.30K	0.01%
US BANCORP \DE\	12.06K	Mar 31, 26	+4.26K	0.01%
Rialto Wealth Management, LLC	11.46K	Mar 31, 26	-672	0.00%
Regal Investment Advisors LLC	11.21K	Mar 31, 26	-1.02K	0.00%
Pensionmark Financial Group, LLC	11.01K	Mar 31, 26	+11.01K	0.00%
Truvestments Capital LLC	10.74K	Mar 31, 26	+10.74K	0.00%
WCG Wealth Advisors LLC	10.62K	Mar 31, 26	-593	0.00%
IMA Wealth, Inc.	10.48K	Mar 31, 26	+57	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	10.12K	Mar 31, 26	--	0.00%
Fountainhead AM, LLC	8.60K	Mar 31, 26	+29	0.00%
JPL Wealth Management, LLC	6.22K	Mar 31, 26	+6.22K	0.00%
United Community Bank	5.50K	Mar 31, 26	+5.50K	0.00%
GILL CAPITAL PARTNERS, LLC	5.06K	Mar 31, 26	+5.06K	0.00%
Gs Investments, Inc.	4.38K	Mar 31, 26	--	0.00%
CBIZ Investment Advisory Services, LLC	4.27K	Mar 31, 26	+44	0.00%
IFG Advisory, LLC	4.22K	Mar 31, 26	+4.22K	0.00%
ALERUS FINANCIAL NA	3.83K	Mar 31, 26	-2.55K	0.00%
BANK OF MONTREAL /CAN/	3.62K	Mar 31, 26	+3.62K	0.00%
Ancora Advisors, LLC	3.57K	Mar 31, 26	--	0.00%
Topsail Wealth Management, LLC	3.04K	Mar 31, 26	--	0.00%
FMR LLC	1.92K	Mar 31, 26	-1.85K	0.00%
AlphaCore Capital LLC	1.66K	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	1.55K	Mar 31, 26	--	0.00%
Rossby Financial, LCC	1.44K	Mar 31, 26	--	0.00%
Smithfield Trust Co	1.07K	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.07K	Mar 31, 26	+1.07K	0.00%
Parallel Advisors, LLC	997	Mar 31, 26	--	0.00%
Ameritas Investment Partners, Inc.	897	Mar 31, 26	+3	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	605	Mar 31, 26	+580	0.00%
ASSETMARK, INC	407	Mar 31, 26	+407	0.00%
Golden State Equity Partners	387	Mar 31, 26	+387	0.00%
AE Wealth Management LLC	270	Mar 31, 26	+1	0.00%
Imprint Wealth LLC	117	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	66	Mar 31, 26	+66	0.00%
KEYBANK NATIONAL ASSOCIATION/OH	--	Mar 31, 26	-17.89K	--
Argentarii, LLC	--	Mar 31, 26	-14.62K	--
Diversified Portfolios, Inc.	--	Mar 31, 26	-13.65K	--
Blueprint Financial Advisors LLC	--	Mar 31, 26	-10.39K	--
GPM Growth Investors, Inc.	--	Mar 31, 26	-17.47K	--
Blueprint Investment Partners LLC	--	Mar 31, 26	-10.39K	--
Cloud Capital Management, LLC	--	Mar 31, 26	-12.97K	--
49 WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-1.01M	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-92.21K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-85.16K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-44.70K	--
HRT FINANCIAL LP	--	Mar 31, 26	-18.15K	--
COMERICA BANK	54.51K	Dec 31, 25	+3.29K	0.02%
Nalls Sherbakoff Group, LLC	17.96K	Dec 31, 25	-518	0.01%
Global Retirement Partners, LLC	2.38K	Dec 31, 25	-1.91K	0.00%
ORG Partners LLC	387	Dec 31, 25	--	0.00%
Blue Barn Wealth, LLC	--	Dec 31, 25	-122.19K	--
McCarthy & Cox	--	Dec 31, 25	-250.05K	--
Masso Torrence Wealth Management Inc.	90.64K	Sep 30, 25	+338	0.04%
Sterling Financial Group, Inc.	19.52K	Sep 30, 25	+19.52K	0.01%
OPTIMUM INVESTMENT ADVISORS	14.80K	Sep 30, 25	+5.50K	0.01%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-185.16K	--
SUMMIT INVESTMENT ADVISORS, INC.	432.24K	Jun 30, 25	+13.34K	0.18%
Atria Wealth Solutions, Inc.	251.09K	Jun 30, 25	-24.64K	0.11%
AVANTAX ADVISORY SERVICES, INC.	137.24K	Jun 30, 25	-24.02K	0.06%
Good Life Advisors, LLC	62.70K	Jun 30, 25	-16.22K	0.03%
Congress Wealth Management LLC / DE /	58.31K	Jun 30, 25	+1.99K	0.02%
Tyler-Stone Wealth Management	47.01K	Jun 30, 25	+990	0.02%
Exchange Capital Management, Inc.	28.13K	Jun 30, 25	-102.04K	0.01%
First Horizon Advisors, Inc.	17.54K	Jun 30, 25	-850	0.01%
Coordinated Financial Services, Inc./CO	47.70K	Mar 31, 25	+47.70K	0.02%
Monterey Private Wealth, Inc.	30.66K	Mar 31, 25	+300	0.01%
Delta Financial Group, Inc.	28.14K	Mar 31, 25	-427	0.01%
Aveo Capital Partners, LLC	--	Mar 31, 25	-15.83K	--
TrinityPoint Wealth, LLC	200.08K	Dec 31, 24	+24.64K	0.09%
Kades & Cheifetz LLC	29.16K	Dec 31, 24	+312	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-3.71K	--
RAYMOND JAMES & ASSOCIATES	2.33M	Sep 30, 24	+296.18K	1.00%
Raymond James Financial Services Advisors, Inc.	1.38M	Sep 30, 24	+160.79K	0.59%
New Potomac Partners, LLC	159.23K	Sep 30, 24	+8.80K	0.07%
Argent Financial Group, Inc.	31.03K	Sep 30, 24	+31.03K	0.01%
Divergent Wealth Advisors	20.07K	Sep 30, 24	--	0.01%
FinTrust Capital Advisors, LLC	5.99K	Sep 30, 24	-61	0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC	461	Sep 30, 24	+461	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	12.18K	Jun 30, 24	+2.02K	0.01%
Levy Wealth Management Group, LLC	--	Jun 30, 24	-12.88K	--
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.26M	Mar 31, 24	+316.26K	0.97%
Financial Advisory Group	103.20K	Mar 31, 24	-1.40K	0.04%
Cetera Advisor Networks LLC	74.62K	Mar 31, 24	+6.47K	0.03%
Cetera Advisors LLC	50.55K	Mar 31, 24	+38.54K	0.02%
Engrave Wealth Partners LLC	33.51K	Dec 31, 23	+33.51K	0.01%
COLONY GROUP LLC	489.88K	Sep 30, 23	-17.98K	0.21%
Virginia National Bank	31.81K	Sep 30, 23	-10.09K	0.01%
V Wealth Advisors LLC	--	Sep 30, 23	-48.78K	--
First Command Financial Services, Inc.	11.18K	Jun 30, 23	-16	0.00%
First Command Bank	11.18K	Jun 30, 23	-16	0.00%
Vigilant Capital Management, LLC	8.48K	Jun 30, 23	-1.26K	0.00%
Sargent Bickham Lagudis LLC	344.99K	Dec 31, 22	-14.64K	0.15%
Cribstone Capital Management, LLC	153.02K	Dec 31, 22	+81.45K	0.07%
S.C. Financial Services, Inc.	11.21K	Dec 31, 22	+11.21K	0.00%
Beaumont Financial Partners, LLC	89.26K	Sep 30, 22	+89.26K	0.04%
WESTERN FINANCIAL Corp	26.36K	Sep 30, 22	+3.75K	0.01%
BAINCO INTERNATIONAL INVESTORS	1.60K	Dec 31, 20	+1.60K	0.00%
TCG Advisors, LP	--	Sep 30, 20	-15.66K	--
Private Vista, LLC	134.84K	Jun 30, 20	-10.55K	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.00K	Dec 31, 19	--	0.00%
Advisor Group, Inc.	960	Dec 31, 19	+960	0.00%

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Holder

Date

Change

% Held

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.17M

Jun 30, 26

-36.89K

0.92%

Brookstone Capital Management

1.43M

Jun 30, 26

-82.55K

0.61%

TLWM

1.35M

Jun 30, 26

+32.48K

0.58%

Clark Asset Management, LLC

1.31M

Jun 30, 26

+118.76K

0.56%

Kestra Advisory Services, LLC

1.21M

Jun 30, 26

+914.57K

0.52%

Cornerstone Wealth Management, LLC

881.98K

Jun 30, 26

+31.61K

0.38%

OLD SECOND NATIONAL BANK OF AURORA

771.90K

Jun 30, 26

-24.13K

0.33%

KIRR MARBACH & CO LLC /IN/

755.05K

Jun 30, 26

-17.50K

0.32%

TRUIST FINANCIAL CORP

611.33K

Jun 30, 26

+106.93K

0.26%

KESTRA PRIVATE WEALTH SERVICES, LLC

602.55K

Jun 30, 26

+1.58K

0.26%

COOKSON PEIRCE & CO INC

570.68K

Jun 30, 26

+5.78K

0.24%

AA Financial Advisors, LLC

566.70K

Jun 30, 26

+30.49K

0.24%

Straight Path Wealth Management

556.56K

Jun 30, 26

+14.79K

0.24%

Ledgewood Wealth Advisors, LLC

549.63K

Jun 30, 26

+2.22K

0.23%

CENTRAL VALLEY ADVISORS, LLC

548.21K

Jun 30, 26

-2.55K

0.23%

Legacy Private Trust Co.

521.53K

Jun 30, 26

+46.41K

0.22%

Red Spruce Capital, LLC

519.46K

Jun 30, 26

-2.73K

0.22%

CHATHAM CAPITAL GROUP, INC.

511.92K

Jun 30, 26

-6.50K

0.22%

Ironwood Financial, llc

511.90K

Jun 30, 26

-4.57K

0.22%

HENGEHOLD CAPITAL MANAGEMENT LLC

502.65K

Jun 30, 26

+24.08K

0.21%

Sound Stewardship, LLC

445.74K

Jun 30, 26

+13.80K

0.19%

Lantz Financial LLC

413.79K

Jun 30, 26

+19.56K

0.18%

BCS Wealth Management

408.98K

Jun 30, 26

+18.17K

0.17%

Matthew Goff Investment Advisor, LLC

393.83K

Jun 30, 26

+393.83K

0.17%

Meriwether Wealth & Planning, LLC

385.43K

Jun 30, 26

+4.74K

0.16%

Private Advisor Group, LLC

361.35K

Jun 30, 26

+21.36K

0.15%

River Street Advisors LLC

342.56K

Jun 30, 26

+26.48K

0.15%

Laurel Wealth Advisors LLC

312.67K

Jun 30, 26

+1.65K

0.13%

Farnam Financial LLC

310.14K

Jun 30, 26

+23.98K

0.13%

HOWARD WEALTH MANAGEMENT, LLC

302.35K

Jun 30, 26

+14.26K

0.13%

Paradiem, LLC

287.06K

Jun 30, 26

+3.29K

0.12%

WEBSTER BANK, N. A.

252.34K

Jun 30, 26

+13.24K

0.11%

Trilogy Capital Inc.

246.63K

Jun 30, 26

+10.34K

0.11%

CRA Financial Services, LLC

219.46K

Jun 30, 26

-4.55K

0.09%

Old Port Advisors

193.95K

Jun 30, 26

-8.04K

0.08%

Prospera Financial Services Inc

192.19K

Jun 30, 26

+7.39K

0.08%

Aspen Investment Management Inc

191.66K

Jun 30, 26

+1.02K

0.08%

Infinity Wealth Counsel, LLC

188.24K

Jun 30, 26

+4.79K

0.08%

Pacific Wealth Strategies Group, Inc.

186.79K

Jun 30, 26

+28.85K

0.08%

Tenon Financial LLC

181.41K

Jun 30, 26

+2.54K

0.08%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

175.38K

Jun 30, 26

-433

0.07%

Atria Investments, Inc

153.49K

Jun 30, 26

-44.83K

0.07%

Gladstone Institutional Advisory LLC

149.68K

Jun 30, 26

+3.43K

0.06%

J.W. COLE ADVISORS, INC.

148.30K

Jun 30, 26

+148.30K

0.06%

Opulen Financial Group LLC

126.28K

Jun 30, 26

+2.96K

0.05%

Key FInancial Inc

114.39K

Jun 30, 26

-22.15K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

109.94K

Jun 30, 26

-4.12K

0.05%

MISSION WEALTH MANAGEMENT, LP

108.36K

Jun 30, 26

+2.03K

0.05%

SEMITAM BONAM LLC

100.28K

Jun 30, 26

+3.38K

0.04%

Accurate Wealth Management, LLC

88.47K

Jun 30, 26

+1.57K

0.04%

Wilkins Miller Wealth Management, LLC

86.54K

Jun 30, 26

-4.72K

0.04%

Newport Capital Group, LLC

82.41K

Jun 30, 26

0.04%

CONTINUUM WEALTH ADVISORS, LLC

81.40K

Jun 30, 26

+5.00K

0.03%

BUTENSKY & COHEN FINANCIAL SECURITY, INC

80.86K

Jun 30, 26

+4.76K

0.03%

LEAVELL INVESTMENT MANAGEMENT, INC.

80.11K

Jun 30, 26

-2.28K

0.03%

EVERPAR ADVISORS LLC

76.60K

Jun 30, 26

+8.00K

0.03%

Richmond Investment Services, LLC

71.75K

Jun 30, 26

-66.63K

0.03%

Oliver Luxxe Assets LLC

71.25K

Jun 30, 26

-12.66K

0.03%

Hennion & Walsh Asset Management, Inc.

71.05K

Jun 30, 26

-7.10K

0.03%

Farther Finance Advisors, LLC

69.09K

Jun 30, 26

-21.09K

0.03%

BEACON FINANCIAL GROUP

62.26K

Jun 30, 26

-16.70K

0.03%

Segment Wealth Management, LLC

60.30K

Jun 30, 26

+310

0.03%

Kessler Investment Group, LLC

59.88K

Jun 30, 26

+52

0.03%

Independence Bank of Kentucky

59.72K

Jun 30, 26

+3.01K

0.03%

Astoria Portfolio Advisors LLC.

58.79K

Jun 30, 26

-474

0.03%

WHITENER CAPITAL MANAGEMENT, INC.

55.28K

Jun 30, 26

+4.66K

0.02%

Kohmann Bosshard Financial Services, LLC

55.17K

Jun 30, 26

0.02%

American Institute for Advanced Investment Management, LLP

54.54K

Jun 30, 26

+4.04K

0.02%

Apella Capital, LLC

53.42K

Jun 30, 26

+771

0.02%

Strid Group, LLC

53.16K

Jun 30, 26

+422

0.02%

XY Planning Network, Inc.

52.72K

Jun 30, 26

+1.95K

0.02%

WOODMONT INVESTMENT COUNSEL LLC

49.75K

Jun 30, 26

-7.77K

0.02%

First Fiduciary Investment Counsel, Inc.

48.80K

Jun 30, 26

+100

0.02%

Western Financial Corp/CA

46.81K

Jun 30, 26

+4.48K

0.02%

Blossom Wealth Management

46.22K

Jun 30, 26

+1.32K

0.02%

Cypress Wealth Services, LLC

45.62K

Jun 30, 26

+2.78K

0.02%

Wealthcare Advisory Partners LLC

45.28K

Jun 30, 26

+3.34K

0.02%

SJS Investment Consulting Inc.

44.58K

Jun 30, 26

+12.71K

0.02%

SAX WEALTH ADVISORS, LLC

44.06K

Jun 30, 26

+3.52K

0.02%

SENTINEL PENSION ADVISORS INC

43.58K

Jun 30, 26

-4.40K

0.02%

YANKCOM Partnership

42.87K

Jun 30, 26

0.02%

REUTER JAMES WEALTH MANAGEMENT, LLC

40.75K

Jun 30, 26

+6.03K

0.02%

Concurrent Investment Advisors, LLC

40.37K

Jun 30, 26

+28.82K

0.02%

PARK AVENUE SECURITIES LLC

40.00K

Jun 30, 26

-1.54K

0.02%

NOTTINGHAM ADVISORS, INC.

37.50K

Jun 30, 26

0.02%

Comprehensive Financial Consultants Institutional, Inc.

36.89K

Jun 30, 26

+255

0.02%

Allen Capital Group, LLC

36.21K

Jun 30, 26

+3.15K

0.02%

Ballew Advisors, Inc

35.95K

Jun 30, 26

0.02%

PRIVATE TRUST CO NA

34.46K

Jun 30, 26

+8.28K

0.01%

Wealth Quarterback LLC

32.15K

Jun 30, 26

+3.68K

0.01%

VOISARD ASSET MANAGEMENT GROUP, INC.

32.15K

Jun 30, 26

+59

0.01%

Unified Investment Management

31.94K

Jun 30, 26

+2.50K

0.01%

Certified Advisory Corp

30.16K

Jun 30, 26

-7.55K

0.01%

Well Done, LLC

29.35K

Jun 30, 26

+62

0.01%

Aprio Wealth Management, LLC

29.24K

Jun 30, 26

+2.55K

0.01%

Ramiah Investment Group

28.02K

Jun 30, 26

-169

0.01%

Wedmont Private Capital

27.91K

Jun 30, 26

+27.91K

0.01%

Axis Wealth Partners, LLC

27.47K

Jun 30, 26

+1.08K

0.01%

Apeiron RIA LLC

27.08K

Jun 30, 26

-38.80K

0.01%

SMI Advisory Services, LLC

25.80K

Jun 30, 26

+1.78K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

25.09K

Jun 30, 26

+11

0.01%

Crews Bank & Trust

24.80K

Jun 30, 26

-2.55K

0.01%

Net Worth Advisory Group

23.94K

Jun 30, 26

-31.56K

0.01%

MANCHESTER FINANCIAL INC

23.56K

Jun 30, 26

-1.39K

0.01%

Onyx Bridge Wealth Group LLC

22.50K

Jun 30, 26

-448

0.01%

CARY STREET PARTNERS FINANCIAL LLC

20.98K

Jun 30, 26

+927

0.01%

Seek First Inc.

20.61K

Jun 30, 26

-2.74K

0.01%

Steel Peak Wealth Management LLC

19.98K

Jun 30, 26

+19.98K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

19.97K

Jun 30, 26

-1.85K

0.01%

BankPlus Trust Department

18.73K

Jun 30, 26

-6.07K

0.01%

DAVENPORT & Co LLC

18.27K

Jun 30, 26

+5.09K

0.01%

WORLD EQUITY GROUP, INC.

18.25K

Jun 30, 26

0.01%

SIGMA INVESTMENT COUNSELORS INC

18.09K

Jun 30, 26

-946

0.01%

Legacy Wealth Management, LLC / MS

18.06K

Jun 30, 26

-37

0.01%

IRON Financial LLC

16.69K

Jun 30, 26

+16.69K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

16.46K

Jun 30, 26

+3.85K

0.01%

FIRST HORIZON CORP

15.18K

Jun 30, 26

-225

0.01%

Financial Life Planners

14.68K

Jun 30, 26

-3.89K

0.01%

Pinnacle Bancorp, Inc.

14.59K

Jun 30, 26

0.01%

McElhenny Sheffield Capital Management, LLC

14.49K

Jun 30, 26

+14.49K

0.01%

RVW Wealth, LLC

14.04K

Jun 30, 26

-15.31K

0.01%

RMR Wealth Builders

13.87K

Jun 30, 26

-6.84K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

13.37K

Jun 30, 26

+13.37K

0.01%

Berkshire Money Management, Inc.

13.00K

Jun 30, 26

0.01%

TABR Capital Management, LLC

12.91K

Jun 30, 26

+12.91K

0.01%

Capital Investment Advisory Services, LLC

12.66K

Jun 30, 26

+4.25K

0.01%

SigFig Wealth Management, LLC

12.51K

Jun 30, 26

+114

0.01%

Kaydan Wealth Management, Inc.

12.29K

Jun 30, 26

-259

0.01%

RIA Advisory Group LLC

11.84K

Jun 30, 26

+186

0.01%

RFG Advisory, LLC

11.82K

Jun 30, 26

+1.60K

0.01%

4J Wealth Management LLC

11.74K

Jun 30, 26

0.01%

Nautilus Advisors LLC

11.52K

Jun 30, 26

0.00%

Venture Visionary Partners LLC

11.43K

Jun 30, 26

-76

0.00%

Foundry Financial Group, Inc.

11.36K

Jun 30, 26

0.00%

Resonant Capital Advisors, LLC

11.26K

Jun 30, 26

0.00%

FC Advisory LLC

11.22K

Jun 30, 26

+11.22K

0.00%

Sequoia Financial Advisors, LLC

11.03K

Jun 30, 26

-10.62K

0.00%

Three Cord True Wealth Management, LLC

10.86K

Jun 30, 26

0.00%

BENJAMIN EDWARDS INC

10.83K

Jun 30, 26

-42

0.00%

D.A. DAVIDSON & CO.

10.43K

Jun 30, 26

+10.43K

0.00%

BankPlus Wealth Management LLC

10.41K

Jun 30, 26

-3.23K

0.00%

Integris Wealth Management, LLC

10.31K

Jun 30, 26

+108

0.00%

Latitude Advisors, LLC

10.06K

Jun 30, 26

+10.06K

0.00%

HM PAYSON & CO

8.09K

Jun 30, 26

-1.32K

0.00%

IFP Advisors, Inc

7.89K

Jun 30, 26

-669

0.00%

Provenance Wealth Advisors, LLC

7.83K

Jun 30, 26

-154

0.00%

ARMSTRONG ADVISORY GROUP, INC

7.42K

Jun 30, 26

0.00%

EASTERN BANK

6.08K

Jun 30, 26

-102

0.00%

Marquette Asset Management, LLC

4.11K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

4.06K

Jun 30, 26

0.00%

Sarver Vrooman Wealth Advisors

3.21K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.87K

Jun 30, 26

+465

0.00%

West Branch Capital LLC

2.05K

Jun 30, 26

+21

0.00%

Davis Capital Management

1.56K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

1.52K

Jun 30, 26

0.00%

CX Institutional

1.51K

Jun 30, 26

-944

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.35K

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

1.25K

Jun 30, 26

0.00%

Aspect Partners, LLC

1.03K

Jun 30, 26

0.00%

City State Bank

1.01K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

787

Jun 30, 26

0.00%

GAMMA Investing LLC

760

Jun 30, 26

0.00%

NBC SECURITIES, INC.

697

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

555

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

336

Jun 30, 26

+336

0.00%

First PREMIER Bank

205

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

102

Jun 30, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

-1.27K

Noble Wealth Management PBC

Jun 30, 26

-250

Flaharty Asset Management, LLC

Jun 30, 26

-55.97K

Cambridge Investment Research Advisors, Inc.

Jun 30, 26

-1.15M

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Jun 30, 26

-2.62K

Mesirow Financial Investment Management, Inc.

Jun 30, 26

-12.07K

Abound Wealth Management

Jun 30, 26

-342

ARQ WEALTH ADVISORS, LLC

Jun 30, 26

-10.50K

BIRCHBROOK, INC.

Jun 30, 26

-250

Sound Income Strategies, LLC

Jun 30, 26

-402

BridgePort Financial Solutions, LLC

Jun 30, 26

-18.32K

LongView Wealth Management

Jun 30, 26

-18.70K

Lido Advisors, LLC

70.69M

Mar 31, 26

+3.85M

30.16%

MORGAN STANLEY

10.31M

Mar 31, 26

-71.28K

4.40%

UBS Group AG

8.23M

Mar 31, 26

+4.01M

3.51%

WELLS FARGO & COMPANY/MN

7.28M

Mar 31, 26

+119.99K

3.11%

LPL Financial LLC

7.17M

Mar 31, 26

+432.06K

3.06%

RAYMOND JAMES FINANCIAL INC

6.04M

Mar 31, 26

+1.78M

2.58%

BANK OF AMERICA CORP /DE/

5.59M

Mar 31, 26

+571.98K

2.38%

Invesco Ltd.

3.69M

Mar 31, 26

+242.99K

1.58%

MAI Capital Management

3.06M

Mar 31, 26

+147.63K

1.30%

Hills Bank & Trust Co

2.65M

Mar 31, 26

+122.12K

1.13%

ROYAL BANK OF CANADA

2.39M

Mar 31, 26

+554.44K

1.02%

SNS Financial Group, LLC

1.91M

Mar 31, 26

+96.67K

0.82%

MML INVESTORS SERVICES, LLC

1.81M

Mar 31, 26

-116.49K

0.77%

DAVIS R M INC

1.73M

Mar 31, 26

+59.83K

0.74%

MONECO Advisors, LLC

1.37M

Mar 31, 26

+62.39K

0.58%

ADVISOR GROUP HOLDINGS, INC.

1.31M

Mar 31, 26

+106.82K

0.56%

Anchor Investment Management, LLC

1.23M

Mar 31, 26

+14.81K

0.52%

Atlantic Union Bankshares Corp

1.19M

Mar 31, 26

+73.74K

0.51%

STIFEL FINANCIAL CORP

1.18M

Mar 31, 26

+17.45K

0.50%

THRIVENT FINANCIAL FOR LUTHERANS

1.12M

Mar 31, 26

-444.16K

0.48%

ENVESTNET ASSET MANAGEMENT INC

1.07M

Mar 31, 26

+143.85K

0.45%

AMERIPRISE FINANCIAL INC

1.07M

Mar 31, 26

-73.00K

0.45%

CAPTRUST FINANCIAL ADVISORS

999.76K

Mar 31, 26

+6.61K

0.43%

Baird Financial Group, Inc.

942.63K

Mar 31, 26

-112.21K

0.40%

Legacy Financial Group LLC

926.55K

Mar 31, 26

+10.69K

0.40%

Asset Dedication, LLC

842.02K

Mar 31, 26

-39.99K

0.36%

Independent Advisor Alliance

838.93K

Mar 31, 26

+838.93K

0.36%

Cetera Investment Advisers

803.99K

Mar 31, 26

+350.59K

0.34%

NewEdge Advisors, LLC

740.69K

Mar 31, 26

+14.15K

0.32%

Colony Group, LLC

677.78K

Mar 31, 26

+31.93K

0.29%

Janney Montgomery Scott LLC

658.73K

Mar 31, 26

-104.45K

0.28%

Goepper Burkhardt LLC

640.88K

Mar 31, 26

+62.58K

0.27%

KESTRA PRIVATE WEALTH SERVICES, LLC

600.97K

Mar 31, 26

+167.50K

0.26%

Sanctuary Advisors, LLC

591.65K

Mar 31, 26

+77.30K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

542.89K

Mar 31, 26

+35.27K

0.23%

JONES FINANCIAL COMPANIES LLLP

534.31K

Mar 31, 26

+119.43K

0.23%

KICKSTAND VENTURES, LLC.

512.07K

Mar 31, 26

+3.04K

0.22%

TRUIST FINANCIAL CORP

504.41K

Mar 31, 26

+26.93K

0.22%

VAUGHAN DAVID INVESTMENTS LLC/IL

499.43K

Mar 31, 26

+29.30K

0.21%

Clearstead Advisors, LLC

457.03K

Mar 31, 26

-9.35K

0.20%

TCG Advisory Services, LLC

420.02K

Mar 31, 26

-223.88K

0.18%

Colonial Trust Advisors

416.10K

Mar 31, 26

+29.20K

0.18%

HighTower Advisors, LLC

415.49K

Mar 31, 26

+62.87K

0.18%

MGO ONE SEVEN LLC

396.93K

Mar 31, 26

+21.40K

0.17%

Marietta Wealth Management, LLC

378.61K

Mar 31, 26

+20.41K

0.16%

Genesis Wealth Advisors, LLC

372.34K

Mar 31, 26

+21.13K

0.16%

FCA CORP /TX

349.04K

Mar 31, 26

+33.40K

0.15%

Cornerstone Planning, LLC

343.56K

Mar 31, 26

-96.46K

0.15%

Carnegie Capital Asset Management, LLC

343.49K

Mar 31, 26

+14.28K

0.15%

ProVise Management Group, LLC

343.05K

Mar 31, 26

+55.33K

0.15%

Gryphon Financial Partners LLC

331.30K

Mar 31, 26

0.14%

SFE Investment Counsel

311.24K

Mar 31, 26

+28.05K

0.13%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

299.05K

Mar 31, 26

+31.02K

0.13%

CVFG LLC

296.32K

Mar 31, 26

+296.32K

0.13%

MORTON COMMUNITY BANK

296.00K

Mar 31, 26

+4.38K

0.13%

Kestra Advisory Services, LLC

292.91K

Mar 31, 26

-413

0.12%

Souders Financial Advisors

276.66K

Mar 31, 26

+2.38K

0.12%

Evergreen Wealth Solutions, LLC

275.12K

Mar 31, 26

+12.50K

0.12%

Beacon Pointe Advisors, LLC

267.75K

Mar 31, 26

+158.66K

0.11%

Integrated Wealth Concepts LLC

262.98K

Mar 31, 26

+27.46K

0.11%

Equitable Holdings, Inc.

255.12K

Mar 31, 26

+6.15K

0.11%

Colonial Trust Co / SC

243.95K

Mar 31, 26

-2.58K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

239.14K

Mar 31, 26

+15.33K

0.10%

EVEXIA WEALTH LLC

237.74K

Mar 31, 26

+33.54K

0.10%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

233.33K

Mar 31, 26

+233.33K

0.10%

Ellevest, Inc.

232.54K

Mar 31, 26

+1.46K

0.10%

Geneos Wealth Management Inc.

228.41K

Mar 31, 26

+10.35K

0.10%

EP Wealth Advisors, LLC

228.22K

Mar 31, 26

-15.52K

0.10%

Summit Financial, LLC

224.38K

Mar 31, 26

+1.04K

0.10%

Coastal Bridge Advisors, LLC

212.63K

Mar 31, 26

+7.43K

0.09%

CWM, LLC

207.81K

Mar 31, 26

+128.00K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

205.80K

Mar 31, 26

+46.54K

0.09%

Berger Financial Group, Inc

198.63K

Mar 31, 26

-919

0.08%

Horizons Wealth Management

197.22K

Mar 31, 26

+7.63K

0.08%

CITADEL ADVISORS LLC

194.04K

Mar 31, 26

+194.04K

0.08%

Pinnacle Financial Group, LLC / IL

187.88K

Mar 31, 26

+5.25K

0.08%

NOVARE CAPITAL MANAGEMENT LLC

186.13K

Mar 31, 26

+3.96K

0.08%

S.E.E.D. Planning Group LLC

180.89K

Mar 31, 26

+3.71K

0.08%

Waverly Advisors, LLC

179.09K

Mar 31, 26

+5.19K

0.08%

Allworth Financial LP

171.51K

Mar 31, 26

+14.92K

0.07%

AlphaStar Capital Management, LLC

164.62K

Mar 31, 26

+6.65K

0.07%

Sentinus, LLC

157.29K

Mar 31, 26

-710

0.07%

JPMORGAN CHASE & CO

157.29K

Mar 31, 26

+151.97K

0.07%

SILVERLAKE WEALTH MANAGEMENT LLC

154.88K

Mar 31, 26

+18.56K

0.07%

Addison Advisors LLC

152.76K

Mar 31, 26

+11.20K

0.07%

TFR Capital, LLC.

152.11K

Mar 31, 26

+1.84K

0.06%

VestGen Advisors, LLC

146.33K

Mar 31, 26

+12.40K

0.06%

Richmond Investment Services, LLC

138.38K

Mar 31, 26

-8.60K

0.06%

Steward Partners Investment Advisory, LLC

135.28K

Mar 31, 26

-1.34K

0.06%

STEPHENS INC /AR/

115.97K

Mar 31, 26

-2.78K

0.05%

VISTA INVESTMENT MANAGEMENT

112.56K

Mar 31, 26

-43.87K

0.05%

HUNTINGTON NATIONAL BANK

112.33K

Mar 31, 26

+10.94K

0.05%

IHT Wealth Management, LLC

110.19K

Mar 31, 26

+5.76K

0.05%

Oder Investment Management, LLC

106.88K

Mar 31, 26

+3.90K

0.05%

Creative Planning

106.67K

Mar 31, 26

-509

0.05%

Leo Wealth, LLC

99.76K

Mar 31, 26

-5.26K

0.04%

Roundview Capital LLC

97.75K

Mar 31, 26

0.04%

Redmond Asset Management, LLC

88.92K

Mar 31, 26

+508

0.04%

G2 CAPITAL MANAGEMENT, LLC / OH

85.61K

Mar 31, 26

+885

0.04%

Redwood Financial Network Corp

85.07K

Mar 31, 26

+4.17K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

84.99K

Mar 31, 26

+84.99K

0.04%

HANOVER ADVISORS INC

84.42K

Mar 31, 26

-1.27K

0.04%

FIFTH THIRD BANCORP

83.98K

Mar 31, 26

+50.15K

0.04%

Aptus Capital Advisors, LLC

82.52K

Mar 31, 26

+288

0.04%

HARBOUR INVESTMENTS, INC.

81.49K

Mar 31, 26

+20.20K

0.03%

GTS SECURITIES LLC

80.52K

Mar 31, 26

+80.52K

0.03%

Strategic Family Wealth Counselors, L.L.C.

79.88K

Mar 31, 26

+5.31K

0.03%

Wingate Wealth Advisors, Inc.

72.62K

Mar 31, 26

+2.08K

0.03%

SHUFRO ROSE & CO LLC

70.69K

Mar 31, 26

0.03%

ArborFi Advisors, LLC

69.69K

Mar 31, 26

+2.91K

0.03%

Mariner, LLC

69.61K

Mar 31, 26

+24.81K

0.03%

Heritage Trust Co

68.83K

Mar 31, 26

+5.06K

0.03%

River Wealth Advisors LLC

67.95K

Mar 31, 26

-27.05K

0.03%

Sigma Planning Corp

67.15K

Mar 31, 26

-1.30K

0.03%

Keel Point, LLC

65.63K

Mar 31, 26

+4.49K

0.03%

OLD POINT TRUST & FINANCIAL SERVICES N A

65.55K

Mar 31, 26

+2.84K

0.03%

Savvy Advisors, Inc.

64.86K

Mar 31, 26

+16.96K

0.03%

MONTAG A & ASSOCIATES INC

64.26K

Mar 31, 26

-12.71K

0.03%

Resources Investment Advisors, LLC.

62.74K

Mar 31, 26

+9.72K

0.03%

SAWGRASS ASSET MANAGEMENT LLC

62.74K

Mar 31, 26

-775

0.03%

RPg Family Wealth Advisory, LLC

61.67K

Mar 31, 26

0.03%

Astoria Portfolio Advisors LLC.

59.26K

Mar 31, 26

+53

0.03%

GUARDIAN WEALTH ADVISORS, LLC / NC

59.16K

Mar 31, 26

+46

0.03%

Belpointe Asset Management LLC

55.97K

Mar 31, 26

+3.53K

0.02%

Coordinated Financial Services, Inc.

51.45K

Mar 31, 26

+1.20K

0.02%

Kovack Advisors, Inc.

51.16K

Mar 31, 26

+1.05K

0.02%

First Command Advisory Services, Inc.

51.06K

Mar 31, 26

+3.54K

0.02%

Capital Analysts, LLC

50.55K

Mar 31, 26

-2.77K

0.02%

Vantage Point Financial LLC

48.71K

Mar 31, 26

-858

0.02%

Advisory Services Network, LLC

47.99K

Mar 31, 26

+8.92K

0.02%

BROWN ADVISORY INC

47.82K

Mar 31, 26

+1.27K

0.02%

Migdal Insurance & Financial Holdings Ltd.

47.09K

Mar 31, 26

-11.40K

0.02%

Koss-Olinger Consulting, LLC

46.37K

Mar 31, 26

+5.33K

0.02%

DENVER WEALTH MANAGEMENT, INC.

43.71K

Mar 31, 26

+17.41K

0.02%

Fusion Family Wealth LLC

43.23K

Mar 31, 26

+43.23K

0.02%

Strathmore Capital Advisors, Inc.

42.59K

Mar 31, 26

-140

0.02%

Cordatus Wealth Management LLC

39.52K

Mar 31, 26

+6.09K

0.02%

Cynosure Group, LLC

39.12K

Mar 31, 26

0.02%

Proficio Capital Partners LLC

39.12K

Mar 31, 26

+404

0.02%

Vermillion & White Wealth Management Group, LLC

38.98K

Mar 31, 26

-1.46K

0.02%

True Vision MN LLC

36.77K

Mar 31, 26

+820

0.02%

Arkadios Wealth Advisors

34.59K

Mar 31, 26

+1.20K

0.01%

Kingsview Wealth Management, LLC

33.81K

Mar 31, 26

+2.92K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

33.20K

Mar 31, 26

+3.01K

0.01%

Allen Capital Group, LLC

33.06K

Mar 31, 26

-2.31K

0.01%

PRINCIPAL SECURITIES, INC.

31.97K

Mar 31, 26

-844

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

30.94K

Mar 31, 26

-31.87K

0.01%

Tassel Capital Management, Inc.

30.19K

Mar 31, 26

+992

0.01%

Foundations Investment Advisors, LLC

29.95K

Mar 31, 26

-733

0.01%

Insight Wealth Partners, LLC

29.79K

Mar 31, 26

+254

0.01%

Capital Investment Advisors, LLC

28.68K

Mar 31, 26

+364

0.01%

HB Wealth Management, LLC

27.27K

Mar 31, 26

-59.51K

0.01%

Arete Wealth Advisors, LLC

27.11K

Mar 31, 26

0.01%

Sensible Money, LLC

26.84K

Mar 31, 26

+103

0.01%

HighPoint Advisor Group LLC

26.81K

Mar 31, 26

-429

0.01%

PRIVATE TRUST CO NA

26.18K

Mar 31, 26

+17.39K

0.01%

BankPlus Trust Department

24.80K

Mar 31, 26

-507

0.01%

Kathmere Capital Management, LLC

24.75K

Mar 31, 26

+6.14K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

24.69K

Mar 31, 26

-5.98K

0.01%

Valmark Advisers, Inc.

24.00K

Mar 31, 26

+6.24K

0.01%

Claro Advisors LLC

23.57K

Mar 31, 26

-821

0.01%

Ausdal Financial Partners, Inc.

22.53K

Mar 31, 26

-73.08K

0.01%

Western Wealth Management, LLC

22.50K

Mar 31, 26

0.01%

Brown Financial Advisory

21.55K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

21.16K

Mar 31, 26

+135

0.01%

Glass Jacobson Investment Advisors llc

19.94K

Mar 31, 26

0.01%

Larson Financial Group LLC

19.74K

Mar 31, 26

+163

0.01%

Hobbs Group Advisors, LLC

18.78K

Mar 31, 26

+128

0.01%

TWO SIGMA SECURITIES, LLC

18.60K

Mar 31, 26

+18.60K

0.01%

NFP Retirement, Inc.

18.35K

Mar 31, 26

-558

0.01%

CIBC WORLD MARKET INC.

17.80K

Mar 31, 26

-1.50K

0.01%

Verdence Capital Advisors LLC

17.30K

Mar 31, 26

0.01%

Savant Capital, LLC

16.24K

Mar 31, 26

+2.18K

0.01%

DOVER ADVISORS, LLC

16.05K

Mar 31, 26

0.01%

OPPENHEIMER & CO INC

15.36K

Mar 31, 26

+361

0.01%

WESPAC Advisors, LLC

14.52K

Mar 31, 26

0.01%

Midwest Trust Co

14.14K

Mar 31, 26

0.01%

Wealth Advisors of Iowa, LLC

13.73K

Mar 31, 26

-153

0.01%

Stratos Wealth Partners, LTD.

13.73K

Mar 31, 26

+141

0.01%

LaSalle St. Investment Advisors, LLC

13.28K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

12.46K

Mar 31, 26

+12.46K

0.01%

Beaumont Financial Advisors, LLC

12.20K

Mar 31, 26

-62.30K

0.01%

US BANCORP \DE\

12.06K

Mar 31, 26

+4.26K

0.01%

Rialto Wealth Management, LLC

11.46K

Mar 31, 26

-672

0.00%

Regal Investment Advisors LLC

11.21K

Mar 31, 26

-1.02K

0.00%

Pensionmark Financial Group, LLC

11.01K

Mar 31, 26

+11.01K

0.00%

Truvestments Capital LLC

10.74K

Mar 31, 26

+10.74K

0.00%

WCG Wealth Advisors LLC

10.62K

Mar 31, 26

-593

0.00%

IMA Wealth, Inc.

10.48K

Mar 31, 26

+57

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

10.12K

Mar 31, 26

0.00%

Fountainhead AM, LLC

8.60K

Mar 31, 26

+29

0.00%

JPL Wealth Management, LLC

6.22K

Mar 31, 26

+6.22K

0.00%

United Community Bank

5.50K

Mar 31, 26

+5.50K

0.00%

GILL CAPITAL PARTNERS, LLC

5.06K

Mar 31, 26

+5.06K

0.00%

Gs Investments, Inc.

4.38K

Mar 31, 26

0.00%

CBIZ Investment Advisory Services, LLC

4.27K

Mar 31, 26

+44

0.00%

IFG Advisory, LLC

4.22K

Mar 31, 26

+4.22K

0.00%

ALERUS FINANCIAL NA

3.83K

Mar 31, 26

-2.55K

0.00%

BANK OF MONTREAL /CAN/

3.62K

Mar 31, 26

+3.62K

0.00%

Ancora Advisors, LLC

3.57K

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

3.04K

Mar 31, 26

0.00%

FMR LLC

1.92K

Mar 31, 26

-1.85K

0.00%

AlphaCore Capital LLC

1.66K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

1.55K

Mar 31, 26

0.00%

Rossby Financial, LCC

1.44K

Mar 31, 26

0.00%

Smithfield Trust Co

1.07K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.07K

Mar 31, 26

+1.07K

0.00%

Parallel Advisors, LLC

997

Mar 31, 26

0.00%

Ameritas Investment Partners, Inc.

897

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

605

Mar 31, 26

+580

0.00%

ASSETMARK, INC

407

Mar 31, 26

+407

0.00%

Golden State Equity Partners

387

Mar 31, 26

+387

0.00%

AE Wealth Management LLC

270

Mar 31, 26

0.00%

Imprint Wealth LLC

117

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+66

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

Mar 31, 26

-17.89K

Argentarii, LLC

Mar 31, 26

-14.62K

Diversified Portfolios, Inc.

Mar 31, 26

-13.65K

Blueprint Financial Advisors LLC

Mar 31, 26

-10.39K

GPM Growth Investors, Inc.

Mar 31, 26

-17.47K

Blueprint Investment Partners LLC

Mar 31, 26

-10.39K

Cloud Capital Management, LLC

Mar 31, 26

-12.97K

49 WEALTH MANAGEMENT, LLC

Mar 31, 26

-1.01M

OLD MISSION CAPITAL LLC

Mar 31, 26

-92.21K

Diversify Advisory Services, LLC

Mar 31, 26

-85.16K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-44.70K

HRT FINANCIAL LP

Mar 31, 26

-18.15K

COMERICA BANK

54.51K

Dec 31, 25

+3.29K

0.02%

Nalls Sherbakoff Group, LLC

17.96K

Dec 31, 25

-518

0.01%

Global Retirement Partners, LLC

2.38K

Dec 31, 25

-1.91K

0.00%

ORG Partners LLC

387

Dec 31, 25

0.00%

Blue Barn Wealth, LLC

Dec 31, 25

-122.19K

McCarthy & Cox

Dec 31, 25

-250.05K

Masso Torrence Wealth Management Inc.

90.64K

Sep 30, 25

+338

0.04%

Sterling Financial Group, Inc.

19.52K

Sep 30, 25

+19.52K

0.01%

OPTIMUM INVESTMENT ADVISORS

14.80K

Sep 30, 25

+5.50K

0.01%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-185.16K

SUMMIT INVESTMENT ADVISORS, INC.

432.24K

Jun 30, 25

+13.34K

0.18%

Atria Wealth Solutions, Inc.

251.09K

Jun 30, 25

-24.64K

0.11%

AVANTAX ADVISORY SERVICES, INC.

137.24K

Jun 30, 25

-24.02K

0.06%

Good Life Advisors, LLC

62.70K

Jun 30, 25

-16.22K

0.03%

Congress Wealth Management LLC / DE /

58.31K

Jun 30, 25

+1.99K

0.02%

Tyler-Stone Wealth Management

47.01K

Jun 30, 25

+990

0.02%

Exchange Capital Management, Inc.

28.13K

Jun 30, 25

-102.04K

0.01%

First Horizon Advisors, Inc.

17.54K

Jun 30, 25

-850

0.01%

Coordinated Financial Services, Inc./CO

47.70K

Mar 31, 25

+47.70K

0.02%

Monterey Private Wealth, Inc.

30.66K

Mar 31, 25

+300

0.01%

Delta Financial Group, Inc.

28.14K

Mar 31, 25

-427

0.01%

Aveo Capital Partners, LLC

Mar 31, 25

-15.83K

TrinityPoint Wealth, LLC

200.08K

Dec 31, 24

+24.64K

0.09%

Kades & Cheifetz LLC

29.16K

Dec 31, 24

+312

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-3.71K

RAYMOND JAMES & ASSOCIATES

2.33M

Sep 30, 24

+296.18K

1.00%

Raymond James Financial Services Advisors, Inc.

1.38M

Sep 30, 24

+160.79K

0.59%

New Potomac Partners, LLC

159.23K

Sep 30, 24

+8.80K

0.07%

Argent Financial Group, Inc.

31.03K

Sep 30, 24

+31.03K

0.01%

Divergent Wealth Advisors

20.07K

Sep 30, 24

0.01%

FinTrust Capital Advisors, LLC

5.99K

Sep 30, 24

-61

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

461

Sep 30, 24

+461

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

12.18K

Jun 30, 24

+2.02K

0.01%

Levy Wealth Management Group, LLC

Jun 30, 24

-12.88K

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.26M

Mar 31, 24

+316.26K

0.97%

Financial Advisory Group

103.20K

Mar 31, 24

-1.40K

0.04%

Cetera Advisor Networks LLC

74.62K

Mar 31, 24

+6.47K

0.03%

Cetera Advisors LLC

50.55K

Mar 31, 24

+38.54K

0.02%

Engrave Wealth Partners LLC

33.51K

Dec 31, 23

+33.51K

0.01%

COLONY GROUP LLC

489.88K

Sep 30, 23

-17.98K

0.21%

Virginia National Bank

31.81K

Sep 30, 23

-10.09K

0.01%

V Wealth Advisors LLC

Sep 30, 23

-48.78K

First Command Financial Services, Inc.

11.18K

Jun 30, 23

-16

0.00%

First Command Bank

11.18K

Jun 30, 23

-16

0.00%

Vigilant Capital Management, LLC

8.48K

Jun 30, 23

-1.26K

0.00%

Sargent Bickham Lagudis LLC

344.99K

Dec 31, 22

-14.64K

0.15%

Cribstone Capital Management, LLC

153.02K

Dec 31, 22

+81.45K

0.07%

S.C. Financial Services, Inc.

11.21K

Dec 31, 22

+11.21K

0.00%

Beaumont Financial Partners, LLC

89.26K

Sep 30, 22

+89.26K

0.04%

WESTERN FINANCIAL Corp

26.36K

Sep 30, 22

+3.75K

0.01%

BAINCO INTERNATIONAL INVESTORS

1.60K

Dec 31, 20

+1.60K

0.00%

TCG Advisors, LP

Sep 30, 20

-15.66K

Private Vista, LLC

134.84K

Jun 30, 20

-10.55K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.00K

Dec 31, 19

0.00%

Advisor Group, Inc.

960

Dec 31, 19

+960

0.00%