Invesco BulletShares 2030 Corporate Bond ETF(BSCU)

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Invesco BulletShares 2030 Corporate Bond ETF(BSCU)

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$16.60—

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BSCU(BSCU)

BSCU

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

Institutional Ownership

Top 327 Institutional Holders

Holder	Shares	Date	Change	% Held
TLWM	1.85M	Jun 30, 26	+45.40K	1.18%
Clark Asset Management, LLC	1.40M	Jun 30, 26	+240.50K	0.89%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	166.83K	Jun 30, 26	+2.01K	0.11%
Dynamic Advisor Solutions LLC	157.78K	Jun 30, 26	+33.18K	0.10%
Bill Few Associates, Inc.	17.16K	Jun 30, 26	--	0.01%
Noble Wealth Management PBC	3.00K	Jun 30, 26	--	0.00%
EASTERN BANK	2.90K	Jun 30, 26	-129	0.00%
GAMMA Investing LLC	82	Jun 30, 26	+49	0.00%
MORGAN STANLEY	10.69M	Mar 31, 26	+1.09M	6.80%
Aptus Capital Advisors, LLC	9.23M	Mar 31, 26	+165.25K	5.87%
Lido Advisors, LLC	8.44M	Mar 31, 26	+587.89K	5.37%
RAYMOND JAMES FINANCIAL INC	5.15M	Mar 31, 26	+100.60K	3.27%
LPL Financial LLC	5.12M	Mar 31, 26	+56.84K	3.26%
TruWealth Advisors, LLC	4.68M	Mar 31, 26	+131.63K	2.98%
Invesco Ltd.	4.41M	Mar 31, 26	+171.17K	2.80%
Clearstead Advisors, LLC	3.82M	Mar 31, 26	+239.95K	2.43%
WELLS FARGO & COMPANY/MN	3.25M	Mar 31, 26	+470.32K	2.07%
BANK OF AMERICA CORP /DE/	2.78M	Mar 31, 26	+286.58K	1.77%
ROYAL BANK OF CANADA	2.64M	Mar 31, 26	+137.04K	1.68%
Hills Bank & Trust Co	2.62M	Mar 31, 26	+135.51K	1.67%
Atlantic Union Bankshares Corp	2.61M	Mar 31, 26	+215.74K	1.66%
UBS Group AG	2.22M	Mar 31, 26	+157.98K	1.41%
HENGEHOLD CAPITAL MANAGEMENT LLC	2.16M	Mar 31, 26	+48.91K	1.37%
WILEY BROS.-AINTREE CAPITAL, LLC	1.91M	Mar 31, 26	+628.77K	1.22%
Brookstone Capital Management	1.90M	Mar 31, 26	+34.23K	1.21%
MAI Capital Management	1.67M	Mar 31, 26	+173.85K	1.06%
IMA Wealth, Inc.	1.45M	Mar 31, 26	+32.39K	0.92%
MONECO Advisors, LLC	1.42M	Mar 31, 26	+69.90K	0.90%
Capital Investment Counsel, LLC	1.17M	Mar 31, 26	+131.02K	0.74%
Clark Asset Management, LLC	1.16M	Mar 31, 26	+206.13K	0.74%
ENVESTNET ASSET MANAGEMENT INC	1.14M	Mar 31, 26	+153.13K	0.72%
Motley Fool Wealth Management, LLC	1.05M	Mar 31, 26	-341.16K	0.67%
Baird Financial Group, Inc.	999.40K	Mar 31, 26	+39.97K	0.64%
FORONJY FINANCIAL LLC	963.72K	Mar 31, 26	+21.23K	0.61%
Colony Group, LLC	959.96K	Mar 31, 26	+21.28K	0.61%
Advisors Capital Management, LLC	955.69K	Mar 31, 26	+6.72K	0.61%
DAVIS R M INC	808.75K	Mar 31, 26	+78.42K	0.51%
ADVISOR GROUP HOLDINGS, INC.	763.06K	Mar 31, 26	+71.02K	0.49%
Asset Dedication, LLC	717.41K	Mar 31, 26	+71.45K	0.46%
Cambridge Investment Research Advisors, Inc.	692.25K	Mar 31, 26	+33.60K	0.44%
KIRR MARBACH & CO LLC /IN/	689.40K	Mar 31, 26	+35.86K	0.44%
MML INVESTORS SERVICES, LLC	683.40K	Mar 31, 26	-42.53K	0.43%
CVFG LLC	670.50K	Mar 31, 26	+670.50K	0.43%
CWM, LLC	661.16K	Mar 31, 26	-97.79K	0.42%
Janney Montgomery Scott LLC	648.96K	Mar 31, 26	+152.66K	0.41%
COOKSON PEIRCE & CO INC	646.12K	Mar 31, 26	+9.54K	0.41%
CENTRAL VALLEY ADVISORS, LLC	637.27K	Mar 31, 26	+84.24K	0.41%
Goepper Burkhardt LLC	617.62K	Mar 31, 26	+34.30K	0.39%
NewEdge Advisors, LLC	571.45K	Mar 31, 26	+369.94K	0.36%
Cornerstone Planning, LLC	567.02K	Mar 31, 26	+140.22K	0.36%
JONES FINANCIAL COMPANIES LLLP	551.94K	Mar 31, 26	+118.55K	0.35%
Independent Advisor Alliance	509.24K	Mar 31, 26	+509.24K	0.32%
AMERIPRISE FINANCIAL INC	508.02K	Mar 31, 26	+156.38K	0.32%
AMJ Financial Wealth Management	489.23K	Mar 31, 26	-97	0.31%
VISTA INVESTMENT MANAGEMENT	479.55K	Mar 31, 26	+9.13K	0.30%
TCG Advisory Services, LLC	478.62K	Mar 31, 26	+23.45K	0.30%
VAUGHAN DAVID INVESTMENTS LLC/IL	466.46K	Mar 31, 26	+48.31K	0.30%
Kestra Advisory Services, LLC	457.91K	Mar 31, 26	+14.17K	0.29%
GPM Growth Investors, Inc.	457.24K	Mar 31, 26	+16.30K	0.29%
Sanctuary Advisors, LLC	453.87K	Mar 31, 26	+31.65K	0.29%
Marietta Wealth Management, LLC	446.91K	Mar 31, 26	+23.57K	0.28%
Modern Wealth Management, LLC	374.41K	Mar 31, 26	-2.52K	0.24%
ProVise Management Group, LLC	374.38K	Mar 31, 26	+146.82K	0.24%
Waycross Investment Management Co	368.18K	Mar 31, 26	-13.11K	0.23%
Wilkins Miller Wealth Management, LLC	366.78K	Mar 31, 26	+23.84K	0.23%
Cetera Investment Advisers	366.43K	Mar 31, 26	+108.95K	0.23%
Colonial Trust Advisors	363.05K	Mar 31, 26	+40.04K	0.23%
CITADEL ADVISORS LLC	362.81K	Mar 31, 26	+362.81K	0.23%
Addison Advisors LLC	354.19K	Mar 31, 26	+23.52K	0.23%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	350.83K	Mar 31, 26	+98.16K	0.22%
MORTON COMMUNITY BANK	324.94K	Mar 31, 26	+7.25K	0.21%
STEPHENS INC /AR/	313.58K	Mar 31, 26	+12.83K	0.20%
Ledgewood Wealth Advisors, LLC	289.72K	Mar 31, 26	+36.05K	0.18%
Gladstone Institutional Advisory LLC	286.63K	Mar 31, 26	+286.63K	0.18%
BCS Wealth Management	279.33K	Mar 31, 26	-275.57K	0.18%
Straight Path Wealth Management	271.73K	Mar 31, 26	+12.97K	0.17%
HighPoint Advisor Group LLC	258.43K	Mar 31, 26	-107.54K	0.16%
SFE Investment Counsel	257.12K	Mar 31, 26	+22.17K	0.16%
HOWARD WEALTH MANAGEMENT, LLC	254.82K	Mar 31, 26	+15.03K	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	249.36K	Mar 31, 26	+46.45K	0.16%
Atria Investments, Inc	248.94K	Mar 31, 26	+9.14K	0.16%
Souders Financial Advisors	243.57K	Mar 31, 26	+7.80K	0.15%
Carnegie Capital Asset Management, LLC	241.19K	Mar 31, 26	+63.59K	0.15%
Geneos Wealth Management Inc.	234.72K	Mar 31, 26	+11.86K	0.15%
STIFEL FINANCIAL CORP	233.81K	Mar 31, 26	+17.78K	0.15%
Horizons Wealth Management	231.94K	Mar 31, 26	-1.08K	0.15%
Farnam Financial LLC	228.92K	Mar 31, 26	+14.55K	0.15%
TRUIST FINANCIAL CORP	208.99K	Mar 31, 26	-20.66K	0.13%
Opulen Financial Group LLC	206.53K	Mar 31, 26	+20.91K	0.13%
CAPTRUST FINANCIAL ADVISORS	205.00K	Mar 31, 26	+36.05K	0.13%
JANE STREET GROUP, LLC	202.66K	Mar 31, 26	+202.66K	0.13%
Colonial Trust Co / SC	202.41K	Mar 31, 26	+10.28K	0.13%
S.E.E.D. Planning Group LLC	201.97K	Mar 31, 26	+201.97K	0.13%
NOVARE CAPITAL MANAGEMENT LLC	200.63K	Mar 31, 26	+4.36K	0.13%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	200.28K	Mar 31, 26	+2.77K	0.13%
Infinity Wealth Counsel, LLC	195.27K	Mar 31, 26	+2.47K	0.12%
MGO ONE SEVEN LLC	183.01K	Mar 31, 26	+11.47K	0.12%
FIRST NATIONAL BANK OF OMAHA	179.09K	Mar 31, 26	-47.97K	0.11%
Prospera Financial Services Inc	167.89K	Mar 31, 26	+4.57K	0.11%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	164.81K	Mar 31, 26	+6.78K	0.10%
Private Advisor Group, LLC	155.49K	Mar 31, 26	+64.53K	0.10%
Ellevest, Inc.	152.83K	Mar 31, 26	+1.47K	0.10%
HUNTINGTON NATIONAL BANK	151.15K	Mar 31, 26	+4.83K	0.10%
AlphaStar Capital Management, LLC	149.66K	Mar 31, 26	+9.84K	0.10%
REUTER JAMES WEALTH MANAGEMENT, LLC	140.21K	Mar 31, 26	+77.27K	0.09%
Dynamic Advisor Solutions LLC	124.60K	Mar 31, 26	+32.76K	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	121.64K	Mar 31, 26	+14.45K	0.08%
Leo Wealth, LLC	119.18K	Mar 31, 26	+2.03K	0.08%
True Vision MN LLC	118.94K	Mar 31, 26	+3.21K	0.08%
VestGen Advisors, LLC	116.31K	Mar 31, 26	+24.94K	0.07%
Beacon Pointe Advisors, LLC	113.16K	Mar 31, 26	+4.99K	0.07%
Kohmann Bosshard Financial Services, LLC	111.32K	Mar 31, 26	+2.95K	0.07%
SEMITAM BONAM LLC	108.64K	Mar 31, 26	+11.83K	0.07%
Heritage Trust Co	106.95K	Mar 31, 26	+36.61K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	98.72K	Mar 31, 26	-109.43K	0.06%
SAWGRASS ASSET MANAGEMENT LLC	96.15K	Mar 31, 26	-735	0.06%
BUTENSKY & COHEN FINANCIAL SECURITY, INC	94.95K	Mar 31, 26	+5.91K	0.06%
G2 CAPITAL MANAGEMENT, LLC / OH	93.72K	Mar 31, 26	+1.03K	0.06%
Ironwood Financial, llc	91.39K	Mar 31, 26	+291	0.06%
SILVERLAKE WEALTH MANAGEMENT LLC	84.91K	Mar 31, 26	+25.49K	0.05%
Red Spruce Capital, LLC	84.47K	Mar 31, 26	+58.21K	0.05%
River Wealth Advisors LLC	82.16K	Mar 31, 26	+7.36K	0.05%
EVERPAR ADVISORS LLC	81.55K	Mar 31, 26	+5.67K	0.05%
ArborFi Advisors, LLC	78.64K	Mar 31, 26	+4.28K	0.05%
Meridian Financial Partners LLC	77.85K	Mar 31, 26	+55.94K	0.05%
Capital Analysts, LLC	77.57K	Mar 31, 26	+45.18K	0.05%
Independence Bank of Kentucky	76.97K	Mar 31, 26	+6.88K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	76.56K	Mar 31, 26	-1.57K	0.05%
CRA Financial Services, LLC	75.73K	Mar 31, 26	+26.50K	0.05%
JPL Wealth Management, LLC	73.25K	Mar 31, 26	+2.33K	0.05%
AA Financial Advisors, LLC	73.03K	Mar 31, 26	+41.12K	0.05%
Apeiron RIA LLC	70.95K	Mar 31, 26	+12.65K	0.05%
EVEXIA WEALTH LLC	68.37K	Mar 31, 26	+10.11K	0.04%
Integrated Wealth Concepts LLC	66.64K	Mar 31, 26	+20.14K	0.04%
Oliver Luxxe Assets LLC	64.10K	Mar 31, 26	+7.94K	0.04%
Golden Reserve Retirement LLC	63.63K	Mar 31, 26	+37.17K	0.04%
CONTINUUM WEALTH ADVISORS, LLC	63.52K	Mar 31, 26	+4.19K	0.04%
Coordinated Financial Services, Inc.	62.25K	Mar 31, 26	-1.82K	0.04%
Camelot Portfolios, LLC	61.80K	Mar 31, 26	+61.80K	0.04%
Apella Capital, LLC	61.22K	Mar 31, 26	-2.05K	0.04%
Laurel Wealth Advisors LLC	59.82K	Mar 31, 26	+40.00K	0.04%
Legacy Private Trust Co.	58.13K	Mar 31, 26	--	0.04%
Segment Wealth Management, LLC	55.66K	Mar 31, 26	+3.98K	0.04%
Cordatus Wealth Management LLC	55.40K	Mar 31, 26	+6.02K	0.04%
HANOVER ADVISORS INC	54.81K	Mar 31, 26	+4.96K	0.03%
Equitable Holdings, Inc.	54.76K	Mar 31, 26	+695	0.03%
Western Financial Corp/CA	54.18K	Mar 31, 26	-783	0.03%
Old Port Advisors	53.44K	Mar 31, 26	+53.44K	0.03%
PRINCIPAL SECURITIES, INC.	52.50K	Mar 31, 26	+6.81K	0.03%
First City Capital Management, Inc.	51.83K	Mar 31, 26	+17.49K	0.03%
DOVER ADVISORS, LLC	51.78K	Mar 31, 26	--	0.03%
Wingate Wealth Advisors, Inc.	50.83K	Mar 31, 26	+1.67K	0.03%
WHITENER CAPITAL MANAGEMENT, INC.	50.57K	Mar 31, 26	+35.87K	0.03%
Key FInancial Inc	49.99K	Mar 31, 26	+1.21K	0.03%
Keel Point, LLC	49.03K	Mar 31, 26	+6.31K	0.03%
HARBOUR INVESTMENTS, INC.	48.74K	Mar 31, 26	+9.72K	0.03%
Sigma Planning Corp	47.93K	Mar 31, 26	-5.72K	0.03%
Farther Finance Advisors, LLC	47.59K	Mar 31, 26	-6.88K	0.03%
First Command Advisory Services, Inc.	46.97K	Mar 31, 26	+4.10K	0.03%
Sentinus, LLC	46.79K	Mar 31, 26	--	0.03%
Cypress Wealth Services, LLC	46.51K	Mar 31, 26	+46.51K	0.03%
Redmond Asset Management, LLC	45.89K	Mar 31, 26	+2.78K	0.03%
Hobbs Group Advisors, LLC	44.43K	Mar 31, 26	+282	0.03%
AQR CAPITAL MANAGEMENT LLC	42.20K	Mar 31, 26	-14.38K	0.03%
HighTower Advisors, LLC	42.05K	Mar 31, 26	+294	0.03%
Accurate Wealth Management, LLC	41.81K	Mar 31, 26	+7.00K	0.03%
FIFTH THIRD BANCORP	41.40K	Mar 31, 26	+40.56K	0.03%
Newport Capital Group, LLC	40.03K	Mar 31, 26	--	0.03%
SAX WEALTH ADVISORS, LLC	37.23K	Mar 31, 26	--	0.02%
Creative Planning	37.09K	Mar 31, 26	+2.65K	0.02%
Allen Capital Group, LLC	36.82K	Mar 31, 26	-2.68K	0.02%
Legacy Wealth Management, LLC / MS	34.37K	Mar 31, 26	+15.34K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	34.05K	Mar 31, 26	+120	0.02%
EP Wealth Advisors, LLC	33.77K	Mar 31, 26	-10.25K	0.02%
Redwood Financial Network Corp	33.41K	Mar 31, 26	+8.33K	0.02%
GOLDMAN SACHS GROUP INC	32.88K	Mar 31, 26	--	0.02%
Foundations Investment Advisors, LLC	31.98K	Mar 31, 26	+31.98K	0.02%
Sensible Money, LLC	31.73K	Mar 31, 26	+4.94K	0.02%
Sequoia Financial Advisors, LLC	31.58K	Mar 31, 26	+4.55K	0.02%
Axis Wealth Partners, LLC	30.84K	Mar 31, 26	-104	0.02%
Kessler Investment Group, LLC	30.01K	Mar 31, 26	+468	0.02%
Western Wealth Management, LLC	29.88K	Mar 31, 26	--	0.02%
PRIVATE MANAGEMENT GROUP INC	29.61K	Mar 31, 26	+115	0.02%
Aprio Wealth Management, LLC	29.59K	Mar 31, 26	+9.26K	0.02%
Wealth Quarterback LLC	28.80K	Mar 31, 26	+4.28K	0.02%
Roundview Capital LLC	28.05K	Mar 31, 26	--	0.02%
Quartz Partners, LLC	27.54K	Mar 31, 26	--	0.02%
Tower Research Capital LLC (TRC)	26.54K	Mar 31, 26	+26.54K	0.02%
PRIVATE TRUST CO NA	25.51K	Mar 31, 26	+19.33K	0.02%
Net Worth Advisory Group	25.45K	Mar 31, 26	+15.42K	0.02%
Redhawk Wealth Advisors, Inc.	25.34K	Mar 31, 26	+230	0.02%
Waverly Advisors, LLC	25.32K	Mar 31, 26	+345	0.02%
SIGMA INVESTMENT COUNSELORS INC	23.14K	Mar 31, 26	-1.29K	0.01%
RPg Family Wealth Advisory, LLC	22.84K	Mar 31, 26	+8.07K	0.01%
American Institute for Advanced Investment Management, LLP	22.83K	Mar 31, 26	+9.01K	0.01%
MISSION WEALTH MANAGEMENT, LP	22.67K	Mar 31, 26	+22.67K	0.01%
Kingsview Wealth Management, LLC	22.16K	Mar 31, 26	+135	0.01%
Mariner, LLC	22.15K	Mar 31, 26	+7.25K	0.01%
Arkadios Wealth Advisors	21.70K	Mar 31, 26	+1.69K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	21.27K	Mar 31, 26	+4.68K	0.01%
OLD NATIONAL BANCORP /IN/	21.14K	Mar 31, 26	+21.14K	0.01%
HB Wealth Management, LLC	21.03K	Mar 31, 26	+5.19K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	20.94K	Mar 31, 26	+1.53K	0.01%
Capital Investment Advisors, LLC	20.94K	Mar 31, 26	+455	0.01%
First Fiduciary Investment Counsel, Inc.	20.79K	Mar 31, 26	+2.98K	0.01%
Stratos Wealth Partners, LTD.	20.56K	Mar 31, 26	-447	0.01%
Meriwether Wealth & Planning, LLC	20.48K	Mar 31, 26	+20.48K	0.01%
JPMORGAN CHASE & CO	20.21K	Mar 31, 26	+11.42K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	19.95K	Mar 31, 26	+19.95K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	19.32K	Mar 31, 26	+19.32K	0.01%
XY Planning Network, Inc.	19.27K	Mar 31, 26	-37.10K	0.01%
Larson Financial Group LLC	19.19K	Mar 31, 26	+133	0.01%
Strategic Family Wealth Counselors, L.L.C.	19.04K	Mar 31, 26	+104	0.01%
Summit Financial, LLC	18.05K	Mar 31, 26	+344	0.01%
FIRST HORIZON CORP	17.75K	Mar 31, 26	-800	0.01%
Venture Visionary Partners LLC	17.61K	Mar 31, 26	+541	0.01%
KICKSTAND VENTURES, LLC.	16.39K	Mar 31, 26	--	0.01%
Valmark Advisers, Inc.	16.28K	Mar 31, 26	+3.53K	0.01%
Goodman Financial Corp	16.14K	Mar 31, 26	--	0.01%
Insight Wealth Partners, LLC	16.12K	Mar 31, 26	+299	0.01%
YANKCOM Partnership	15.75K	Mar 31, 26	--	0.01%
DAVENPORT & Co LLC	15.46K	Mar 31, 26	--	0.01%
GREATMARK INVESTMENT PARTNERS, INC.	15.29K	Mar 31, 26	+4.13K	0.01%
MONTAG A & ASSOCIATES INC	15.17K	Mar 31, 26	--	0.01%
Diversify Advisory Services, LLC	14.63K	Mar 31, 26	-3.12K	0.01%
Unified Investment Management	13.57K	Mar 31, 26	--	0.01%
Clearstead Trust, LLC	13.04K	Mar 31, 26	-526	0.01%
Strid Group, LLC	12.86K	Mar 31, 26	+12.86K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12.85K	Mar 31, 26	+219	0.01%
Davis Capital Management	12.21K	Mar 31, 26	-58	0.01%
ETF Portfolio Partners, Inc.	12.19K	Mar 31, 26	--	0.01%
Ancora Advisors, LLC	12.06K	Mar 31, 26	--	0.01%
BENJAMIN EDWARDS INC	12.04K	Mar 31, 26	--	0.01%
Darden Wealth Group Inc	12.00K	Mar 31, 26	--	0.01%
Integris Wealth Management, LLC	11.95K	Mar 31, 26	+11.95K	0.01%
Maridea Wealth Management LLC	11.76K	Mar 31, 26	+11.76K	0.01%
WEBSTER BANK, N. A.	11.76K	Mar 31, 26	+11.76K	0.01%
Commonwealth Financial Services, LLC	11.67K	Mar 31, 26	+11.67K	0.01%
B. Riley Wealth Advisors, Inc.	11.08K	Mar 31, 26	+11.08K	0.01%
SENTINEL PENSION ADVISORS INC	11.07K	Mar 31, 26	+111	0.01%
Gateway Wealth Partners, LLC	10.99K	Mar 31, 26	+10.99K	0.01%
Nicholas Hoffman & Company, LLC.	10.94K	Mar 31, 26	--	0.01%
RFG Advisory, LLC	10.77K	Mar 31, 26	+10.77K	0.01%
Ashton Thomas Private Wealth, LLC	10.66K	Mar 31, 26	+10.66K	0.01%
US BANCORP \DE\	10.55K	Mar 31, 26	+3.69K	0.01%
John W. Brooker & Co., CPAs	10.51K	Mar 31, 26	+170	0.01%
Koss-Olinger Consulting, LLC	10.41K	Mar 31, 26	--	0.01%
Savvy Advisors, Inc.	10.30K	Mar 31, 26	--	0.01%
Pacific Wealth Strategies Group, Inc.	10.00K	Mar 31, 26	+10.00K	0.01%
Anchor Investment Management, LLC	9.84K	Mar 31, 26	+9.84K	0.01%
Allworth Financial LP	9.61K	Mar 31, 26	+150	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	9.34K	Mar 31, 26	+9.34K	0.01%
Advisory Services Network, LLC	9.23K	Mar 31, 26	+9.23K	0.01%
Steward Partners Investment Advisory, LLC	8.71K	Mar 31, 26	+1.51K	0.01%
Rockefeller Capital Management L.P.	6.48K	Mar 31, 26	+6.48K	0.00%
IFP Advisors, Inc	6.19K	Mar 31, 26	+2.88K	0.00%
United Community Bank	5.50K	Mar 31, 26	+5.50K	0.00%
Marquette Asset Management, LLC	5.39K	Mar 31, 26	--	0.00%
Crews Bank & Trust	5.34K	Mar 31, 26	--	0.00%
FMR LLC	4.78K	Mar 31, 26	+890	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.10K	Mar 31, 26	+4.10K	0.00%
Knights of Columbus Asset Advisors LLC	3.97K	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	3.91K	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.74K	Mar 31, 26	+589	0.00%
AdvisorNet Financial, Inc	3.43K	Mar 31, 26	+2.26K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	3.06K	Mar 31, 26	+34	0.00%
OLD SECOND NATIONAL BANK OF AURORA	2.96K	Mar 31, 26	--	0.00%
Golden State Equity Partners	2.13K	Mar 31, 26	+2.13K	0.00%
AlphaCore Capital LLC	2.01K	Mar 31, 26	--	0.00%
Rossby Financial, LCC	1.52K	Mar 31, 26	+673	0.00%
Smithfield Trust Co	1.28K	Mar 31, 26	--	0.00%
City State Bank	1.18K	Mar 31, 26	+1.18K	0.00%
West Branch Capital LLC	1.08K	Mar 31, 26	+12	0.00%
Topsail Wealth Management, LLC	950	Mar 31, 26	+950	0.00%
NBC SECURITIES, INC.	815	Mar 31, 26	+14	0.00%
Tradewinds Capital Management, LLC	734	Mar 31, 26	-65.09K	0.00%
BankPlus Trust Department	605	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	500	Mar 31, 26	+500	0.00%
IFG Advisory, LLC	500	Mar 31, 26	+500	0.00%
AE Wealth Management LLC	439	Mar 31, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	416	Mar 31, 26	+416	0.00%
Ameritas Investment Partners, Inc.	352	Mar 31, 26	+3	0.00%
Sound Income Strategies, LLC	265	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	164	Mar 31, 26	+2	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	35	Mar 31, 26	--	0.00%
GAMMA Investing LLC	33	Mar 31, 26	+33	0.00%
Smartleaf Asset Management LLC	5	Mar 31, 26	--	0.00%
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-19.08K	--
Diversified Portfolios, Inc.	--	Mar 31, 26	-16.18K	--
GTS SECURITIES LLC	--	Mar 31, 26	-21.20K	--
Cassaday & Co Wealth Management LLC	--	Mar 31, 26	-12.13K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-12.32K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-17.45K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-11.33K	--
Legacy CG, LLC	--	Mar 31, 26	-236.45K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-12.02K	--
Concurrent Investment Advisors, LLC	--	Mar 31, 26	-12.97K	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-1.13K	--
COMERICA BANK	35.55K	Dec 31, 25	-1.34K	0.02%
Prosperity Wealth Management, Inc.	30.00K	Dec 31, 25	+14.20K	0.02%
Global Retirement Partners, LLC	1.36K	Dec 31, 25	+566	0.00%
COUNTRY CLUB BANK /GFN	239.70K	Sep 30, 25	-10.01K	0.15%
Masso Torrence Wealth Management Inc.	30.51K	Sep 30, 25	--	0.02%
Sterling Financial Group, Inc.	27.03K	Sep 30, 25	+14.59K	0.02%
OPTIMUM INVESTMENT ADVISORS	1.50K	Sep 30, 25	--	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-24.95K	--
Kaye Capital Management	346.07K	Jun 30, 25	+16.65K	0.22%
Exchange Capital Management, Inc.	85.20K	Jun 30, 25	-75.05K	0.05%
AVANTAX ADVISORY SERVICES, INC.	79.07K	Jun 30, 25	+21.36K	0.05%
First Horizon Advisors, Inc.	23.41K	Jun 30, 25	+2.60K	0.01%
Coordinated Financial Services, Inc./CO	47.21K	Mar 31, 25	+47.21K	0.03%
Monterey Private Wealth, Inc.	16.19K	Mar 31, 25	+179	0.01%
Aveo Capital Partners, LLC	--	Mar 31, 25	-18.47K	--
Kades & Cheifetz LLC	11.90K	Dec 31, 24	+138	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-217	--
RAYMOND JAMES & ASSOCIATES	2.59M	Sep 30, 24	+655.27K	1.65%
Raymond James Financial Services Advisors, Inc.	787.34K	Sep 30, 24	+36.59K	0.50%
BENJAMIN F. EDWARDS & COMPANY, INC.	11.51K	Jun 30, 24	+2.30K	0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.36M	Mar 31, 24	+941.53K	1.50%
Cetera Advisors LLC	49.01K	Mar 31, 24	+28.39K	0.03%
Financial Advisory Group	43.55K	Mar 31, 24	+20.79K	0.03%
AMERICAN NATIONAL BANK & TRUST CO /VA/	20.01K	Mar 31, 24	+20.01K	0.01%
First Command Bank	7.61K	Jun 30, 23	+99	0.00%
First Command Financial Services, Inc.	7.61K	Jun 30, 23	+99	0.00%
Vigilant Capital Management, LLC	6.87K	Jun 30, 23	-1.15K	0.00%
First Capital Advisors Group, LLC.	5.38K	Jun 30, 23	+5.38K	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	634	Mar 31, 22	+634	0.00%

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Holder

Date

Change

% Held

TLWM

1.85M

Jun 30, 26

+45.40K

1.18%

Clark Asset Management, LLC

1.40M

Jun 30, 26

+240.50K

0.89%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

166.83K

Jun 30, 26

+2.01K

0.11%

Dynamic Advisor Solutions LLC

157.78K

Jun 30, 26

+33.18K

0.10%

Bill Few Associates, Inc.

17.16K

Jun 30, 26

0.01%

Noble Wealth Management PBC

3.00K

Jun 30, 26

0.00%

EASTERN BANK

2.90K

Jun 30, 26

-129

0.00%

GAMMA Investing LLC

Jun 30, 26

+49

0.00%

MORGAN STANLEY

10.69M

Mar 31, 26

+1.09M

6.80%

Aptus Capital Advisors, LLC

9.23M

Mar 31, 26

+165.25K

5.87%

Lido Advisors, LLC

8.44M

Mar 31, 26

+587.89K

5.37%

RAYMOND JAMES FINANCIAL INC

5.15M

Mar 31, 26

+100.60K

3.27%

LPL Financial LLC

5.12M

Mar 31, 26

+56.84K

3.26%

TruWealth Advisors, LLC

4.68M

Mar 31, 26

+131.63K

2.98%

Invesco Ltd.

4.41M

Mar 31, 26

+171.17K

2.80%

Clearstead Advisors, LLC

3.82M

Mar 31, 26

+239.95K

2.43%

WELLS FARGO & COMPANY/MN

3.25M

Mar 31, 26

+470.32K

2.07%

BANK OF AMERICA CORP /DE/

2.78M

Mar 31, 26

+286.58K

1.77%

ROYAL BANK OF CANADA

2.64M

Mar 31, 26

+137.04K

1.68%

Hills Bank & Trust Co

2.62M

Mar 31, 26

+135.51K

1.67%

Atlantic Union Bankshares Corp

2.61M

Mar 31, 26

+215.74K

1.66%

UBS Group AG

2.22M

Mar 31, 26

+157.98K

1.41%

HENGEHOLD CAPITAL MANAGEMENT LLC

2.16M

Mar 31, 26

+48.91K

1.37%

WILEY BROS.-AINTREE CAPITAL, LLC

1.91M

Mar 31, 26

+628.77K

1.22%

Brookstone Capital Management

1.90M

Mar 31, 26

+34.23K

1.21%

MAI Capital Management

1.67M

Mar 31, 26

+173.85K

1.06%

IMA Wealth, Inc.

1.45M

Mar 31, 26

+32.39K

0.92%

MONECO Advisors, LLC

1.42M

Mar 31, 26

+69.90K

0.90%

Capital Investment Counsel, LLC

1.17M

Mar 31, 26

+131.02K

0.74%

Clark Asset Management, LLC

1.16M

Mar 31, 26

+206.13K

0.74%

ENVESTNET ASSET MANAGEMENT INC

1.14M

Mar 31, 26

+153.13K

0.72%

Motley Fool Wealth Management, LLC

1.05M

Mar 31, 26

-341.16K

0.67%

Baird Financial Group, Inc.

999.40K

Mar 31, 26

+39.97K

0.64%

FORONJY FINANCIAL LLC

963.72K

Mar 31, 26

+21.23K

0.61%

Colony Group, LLC

959.96K

Mar 31, 26

+21.28K

0.61%

Advisors Capital Management, LLC

955.69K

Mar 31, 26

+6.72K

0.61%

DAVIS R M INC

808.75K

Mar 31, 26

+78.42K

0.51%

ADVISOR GROUP HOLDINGS, INC.

763.06K

Mar 31, 26

+71.02K

0.49%

Asset Dedication, LLC

717.41K

Mar 31, 26

+71.45K

0.46%

Cambridge Investment Research Advisors, Inc.

692.25K

Mar 31, 26

+33.60K

0.44%

KIRR MARBACH & CO LLC /IN/

689.40K

Mar 31, 26

+35.86K

0.44%

MML INVESTORS SERVICES, LLC

683.40K

Mar 31, 26

-42.53K

0.43%

CVFG LLC

670.50K

Mar 31, 26

+670.50K

0.43%

CWM, LLC

661.16K

Mar 31, 26

-97.79K

0.42%

Janney Montgomery Scott LLC

648.96K

Mar 31, 26

+152.66K

0.41%

COOKSON PEIRCE & CO INC

646.12K

Mar 31, 26

+9.54K

0.41%

CENTRAL VALLEY ADVISORS, LLC

637.27K

Mar 31, 26

+84.24K

0.41%

Goepper Burkhardt LLC

617.62K

Mar 31, 26

+34.30K

0.39%

NewEdge Advisors, LLC

571.45K

Mar 31, 26

+369.94K

0.36%

Cornerstone Planning, LLC

567.02K

Mar 31, 26

+140.22K

0.36%

JONES FINANCIAL COMPANIES LLLP

551.94K

Mar 31, 26

+118.55K

0.35%

Independent Advisor Alliance

509.24K

Mar 31, 26

+509.24K

0.32%

AMERIPRISE FINANCIAL INC

508.02K

Mar 31, 26

+156.38K

0.32%

AMJ Financial Wealth Management

489.23K

Mar 31, 26

-97

0.31%

VISTA INVESTMENT MANAGEMENT

479.55K

Mar 31, 26

+9.13K

0.30%

TCG Advisory Services, LLC

478.62K

Mar 31, 26

+23.45K

0.30%

VAUGHAN DAVID INVESTMENTS LLC/IL

466.46K

Mar 31, 26

+48.31K

0.30%

Kestra Advisory Services, LLC

457.91K

Mar 31, 26

+14.17K

0.29%

GPM Growth Investors, Inc.

457.24K

Mar 31, 26

+16.30K

0.29%

Sanctuary Advisors, LLC

453.87K

Mar 31, 26

+31.65K

0.29%

Marietta Wealth Management, LLC

446.91K

Mar 31, 26

+23.57K

0.28%

Modern Wealth Management, LLC

374.41K

Mar 31, 26

-2.52K

0.24%

ProVise Management Group, LLC

374.38K

Mar 31, 26

+146.82K

0.24%

Waycross Investment Management Co

368.18K

Mar 31, 26

-13.11K

0.23%

Wilkins Miller Wealth Management, LLC

366.78K

Mar 31, 26

+23.84K

0.23%

Cetera Investment Advisers

366.43K

Mar 31, 26

+108.95K

0.23%

Colonial Trust Advisors

363.05K

Mar 31, 26

+40.04K

0.23%

CITADEL ADVISORS LLC

362.81K

Mar 31, 26

+362.81K

0.23%

Addison Advisors LLC

354.19K

Mar 31, 26

+23.52K

0.23%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

350.83K

Mar 31, 26

+98.16K

0.22%

MORTON COMMUNITY BANK

324.94K

Mar 31, 26

+7.25K

0.21%

STEPHENS INC /AR/

313.58K

Mar 31, 26

+12.83K

0.20%

Ledgewood Wealth Advisors, LLC

289.72K

Mar 31, 26

+36.05K

0.18%

Gladstone Institutional Advisory LLC

286.63K

Mar 31, 26

+286.63K

0.18%

BCS Wealth Management

279.33K

Mar 31, 26

-275.57K

0.18%

Straight Path Wealth Management

271.73K

Mar 31, 26

+12.97K

0.17%

HighPoint Advisor Group LLC

258.43K

Mar 31, 26

-107.54K

0.16%

SFE Investment Counsel

257.12K

Mar 31, 26

+22.17K

0.16%

HOWARD WEALTH MANAGEMENT, LLC

254.82K

Mar 31, 26

+15.03K

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

249.36K

Mar 31, 26

+46.45K

0.16%

Atria Investments, Inc

248.94K

Mar 31, 26

+9.14K

0.16%

Souders Financial Advisors

243.57K

Mar 31, 26

+7.80K

0.15%

Carnegie Capital Asset Management, LLC

241.19K

Mar 31, 26

+63.59K

0.15%

Geneos Wealth Management Inc.

234.72K

Mar 31, 26

+11.86K

0.15%

STIFEL FINANCIAL CORP

233.81K

Mar 31, 26

+17.78K

0.15%

Horizons Wealth Management

231.94K

Mar 31, 26

-1.08K

0.15%

Farnam Financial LLC

228.92K

Mar 31, 26

+14.55K

0.15%

TRUIST FINANCIAL CORP

208.99K

Mar 31, 26

-20.66K

0.13%

Opulen Financial Group LLC

206.53K

Mar 31, 26

+20.91K

0.13%

CAPTRUST FINANCIAL ADVISORS

205.00K

Mar 31, 26

+36.05K

0.13%

JANE STREET GROUP, LLC

202.66K

Mar 31, 26

+202.66K

0.13%

Colonial Trust Co / SC

202.41K

Mar 31, 26

+10.28K

0.13%

S.E.E.D. Planning Group LLC

201.97K

Mar 31, 26

+201.97K

0.13%

NOVARE CAPITAL MANAGEMENT LLC

200.63K

Mar 31, 26

+4.36K

0.13%

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

200.28K

Mar 31, 26

+2.77K

0.13%

Infinity Wealth Counsel, LLC

195.27K

Mar 31, 26

+2.47K

0.12%

MGO ONE SEVEN LLC

183.01K

Mar 31, 26

+11.47K

0.12%

FIRST NATIONAL BANK OF OMAHA

179.09K

Mar 31, 26

-47.97K

0.11%

Prospera Financial Services Inc

167.89K

Mar 31, 26

+4.57K

0.11%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

164.81K

Mar 31, 26

+6.78K

0.10%

Private Advisor Group, LLC

155.49K

Mar 31, 26

+64.53K

0.10%

Ellevest, Inc.

152.83K

Mar 31, 26

+1.47K

0.10%

HUNTINGTON NATIONAL BANK

151.15K

Mar 31, 26

+4.83K

0.10%

AlphaStar Capital Management, LLC

149.66K

Mar 31, 26

+9.84K

0.10%

REUTER JAMES WEALTH MANAGEMENT, LLC

140.21K

Mar 31, 26

+77.27K

0.09%

Dynamic Advisor Solutions LLC

124.60K

Mar 31, 26

+32.76K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

121.64K

Mar 31, 26

+14.45K

0.08%

Leo Wealth, LLC

119.18K

Mar 31, 26

+2.03K

0.08%

True Vision MN LLC

118.94K

Mar 31, 26

+3.21K

0.08%

VestGen Advisors, LLC

116.31K

Mar 31, 26

+24.94K

0.07%

Beacon Pointe Advisors, LLC

113.16K

Mar 31, 26

+4.99K

0.07%

Kohmann Bosshard Financial Services, LLC

111.32K

Mar 31, 26

+2.95K

0.07%

SEMITAM BONAM LLC

108.64K

Mar 31, 26

+11.83K

0.07%

Heritage Trust Co

106.95K

Mar 31, 26

+36.61K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

98.72K

Mar 31, 26

-109.43K

0.06%

SAWGRASS ASSET MANAGEMENT LLC

96.15K

Mar 31, 26

-735

0.06%

BUTENSKY & COHEN FINANCIAL SECURITY, INC

94.95K

Mar 31, 26

+5.91K

0.06%

G2 CAPITAL MANAGEMENT, LLC / OH

93.72K

Mar 31, 26

+1.03K

0.06%

Ironwood Financial, llc

91.39K

Mar 31, 26

+291

0.06%

SILVERLAKE WEALTH MANAGEMENT LLC

84.91K

Mar 31, 26

+25.49K

0.05%

Red Spruce Capital, LLC

84.47K

Mar 31, 26

+58.21K

0.05%

River Wealth Advisors LLC

82.16K

Mar 31, 26

+7.36K

0.05%

EVERPAR ADVISORS LLC

81.55K

Mar 31, 26

+5.67K

0.05%

ArborFi Advisors, LLC

78.64K

Mar 31, 26

+4.28K

0.05%

Meridian Financial Partners LLC

77.85K

Mar 31, 26

+55.94K

0.05%

Capital Analysts, LLC

77.57K

Mar 31, 26

+45.18K

0.05%

Independence Bank of Kentucky

76.97K

Mar 31, 26

+6.88K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

76.56K

Mar 31, 26

-1.57K

0.05%

CRA Financial Services, LLC

75.73K

Mar 31, 26

+26.50K

0.05%

JPL Wealth Management, LLC

73.25K

Mar 31, 26

+2.33K

0.05%

AA Financial Advisors, LLC

73.03K

Mar 31, 26

+41.12K

0.05%

Apeiron RIA LLC

70.95K

Mar 31, 26

+12.65K

0.05%

EVEXIA WEALTH LLC

68.37K

Mar 31, 26

+10.11K

0.04%

Integrated Wealth Concepts LLC

66.64K

Mar 31, 26

+20.14K

0.04%

Oliver Luxxe Assets LLC

64.10K

Mar 31, 26

+7.94K

0.04%

Golden Reserve Retirement LLC

63.63K

Mar 31, 26

+37.17K

0.04%

CONTINUUM WEALTH ADVISORS, LLC

63.52K

Mar 31, 26

+4.19K

0.04%

Coordinated Financial Services, Inc.

62.25K

Mar 31, 26

-1.82K

0.04%

Camelot Portfolios, LLC

61.80K

Mar 31, 26

+61.80K

0.04%

Apella Capital, LLC

61.22K

Mar 31, 26

-2.05K

0.04%

Laurel Wealth Advisors LLC

59.82K

Mar 31, 26

+40.00K

0.04%

Legacy Private Trust Co.

58.13K

Mar 31, 26

0.04%

Segment Wealth Management, LLC

55.66K

Mar 31, 26

+3.98K

0.04%

Cordatus Wealth Management LLC

55.40K

Mar 31, 26

+6.02K

0.04%

HANOVER ADVISORS INC

54.81K

Mar 31, 26

+4.96K

0.03%

Equitable Holdings, Inc.

54.76K

Mar 31, 26

+695

0.03%

Western Financial Corp/CA

54.18K

Mar 31, 26

-783

0.03%

Old Port Advisors

53.44K

Mar 31, 26

+53.44K

0.03%

PRINCIPAL SECURITIES, INC.

52.50K

Mar 31, 26

+6.81K

0.03%

First City Capital Management, Inc.

51.83K

Mar 31, 26

+17.49K

0.03%

DOVER ADVISORS, LLC

51.78K

Mar 31, 26

0.03%

Wingate Wealth Advisors, Inc.

50.83K

Mar 31, 26

+1.67K

0.03%

WHITENER CAPITAL MANAGEMENT, INC.

50.57K

Mar 31, 26

+35.87K

0.03%

Key FInancial Inc

49.99K

Mar 31, 26

+1.21K

0.03%

Keel Point, LLC

49.03K

Mar 31, 26

+6.31K

0.03%

HARBOUR INVESTMENTS, INC.

48.74K

Mar 31, 26

+9.72K

0.03%

Sigma Planning Corp

47.93K

Mar 31, 26

-5.72K

0.03%

Farther Finance Advisors, LLC

47.59K

Mar 31, 26

-6.88K

0.03%

First Command Advisory Services, Inc.

46.97K

Mar 31, 26

+4.10K

0.03%

Sentinus, LLC

46.79K

Mar 31, 26

0.03%

Cypress Wealth Services, LLC

46.51K

Mar 31, 26

+46.51K

0.03%

Redmond Asset Management, LLC

45.89K

Mar 31, 26

+2.78K

0.03%

Hobbs Group Advisors, LLC

44.43K

Mar 31, 26

+282

0.03%

AQR CAPITAL MANAGEMENT LLC

42.20K

Mar 31, 26

-14.38K

0.03%

HighTower Advisors, LLC

42.05K

Mar 31, 26

+294

0.03%

Accurate Wealth Management, LLC

41.81K

Mar 31, 26

+7.00K

0.03%

FIFTH THIRD BANCORP

41.40K

Mar 31, 26

+40.56K

0.03%

Newport Capital Group, LLC

40.03K

Mar 31, 26

0.03%

SAX WEALTH ADVISORS, LLC

37.23K

Mar 31, 26

0.02%

Creative Planning

37.09K

Mar 31, 26

+2.65K

0.02%

Allen Capital Group, LLC

36.82K

Mar 31, 26

-2.68K

0.02%

Legacy Wealth Management, LLC / MS

34.37K

Mar 31, 26

+15.34K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

34.05K

Mar 31, 26

+120

0.02%

EP Wealth Advisors, LLC

33.77K

Mar 31, 26

-10.25K

0.02%

Redwood Financial Network Corp

33.41K

Mar 31, 26

+8.33K

0.02%

GOLDMAN SACHS GROUP INC

32.88K

Mar 31, 26

0.02%

Foundations Investment Advisors, LLC

31.98K

Mar 31, 26

+31.98K

0.02%

Sensible Money, LLC

31.73K

Mar 31, 26

+4.94K

0.02%

Sequoia Financial Advisors, LLC

31.58K

Mar 31, 26

+4.55K

0.02%

Axis Wealth Partners, LLC

30.84K

Mar 31, 26

-104

0.02%

Kessler Investment Group, LLC

30.01K

Mar 31, 26

+468

0.02%

Western Wealth Management, LLC

29.88K

Mar 31, 26

0.02%

PRIVATE MANAGEMENT GROUP INC

29.61K

Mar 31, 26

+115

0.02%

Aprio Wealth Management, LLC

29.59K

Mar 31, 26

+9.26K

0.02%

Wealth Quarterback LLC

28.80K

Mar 31, 26

+4.28K

0.02%

Roundview Capital LLC

28.05K

Mar 31, 26

0.02%

Quartz Partners, LLC

27.54K

Mar 31, 26

0.02%

Tower Research Capital LLC (TRC)

26.54K

Mar 31, 26

+26.54K

0.02%

PRIVATE TRUST CO NA

25.51K

Mar 31, 26

+19.33K

0.02%

Net Worth Advisory Group

25.45K

Mar 31, 26

+15.42K

0.02%

Redhawk Wealth Advisors, Inc.

25.34K

Mar 31, 26

+230

0.02%

Waverly Advisors, LLC

25.32K

Mar 31, 26

+345

0.02%

SIGMA INVESTMENT COUNSELORS INC

23.14K

Mar 31, 26

-1.29K

0.01%

RPg Family Wealth Advisory, LLC

22.84K

Mar 31, 26

+8.07K

0.01%

American Institute for Advanced Investment Management, LLP

22.83K

Mar 31, 26

+9.01K

0.01%

MISSION WEALTH MANAGEMENT, LP

22.67K

Mar 31, 26

+22.67K

0.01%

Kingsview Wealth Management, LLC

22.16K

Mar 31, 26

+135

0.01%

Mariner, LLC

22.15K

Mar 31, 26

+7.25K

0.01%

Arkadios Wealth Advisors

21.70K

Mar 31, 26

+1.69K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

21.27K

Mar 31, 26

+4.68K

0.01%

OLD NATIONAL BANCORP /IN/

21.14K

Mar 31, 26

+21.14K

0.01%

HB Wealth Management, LLC

21.03K

Mar 31, 26

+5.19K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

20.94K

Mar 31, 26

+1.53K

0.01%

Capital Investment Advisors, LLC

20.94K

Mar 31, 26

+455

0.01%

First Fiduciary Investment Counsel, Inc.

20.79K

Mar 31, 26

+2.98K

0.01%

Stratos Wealth Partners, LTD.

20.56K

Mar 31, 26

-447

0.01%

Meriwether Wealth & Planning, LLC

20.48K

Mar 31, 26

+20.48K

0.01%

JPMORGAN CHASE & CO

20.21K

Mar 31, 26

+11.42K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

19.95K

Mar 31, 26

+19.95K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

19.32K

Mar 31, 26

+19.32K

0.01%

XY Planning Network, Inc.

19.27K

Mar 31, 26

-37.10K

0.01%

Larson Financial Group LLC

19.19K

Mar 31, 26

+133

0.01%

Strategic Family Wealth Counselors, L.L.C.

19.04K

Mar 31, 26

+104

0.01%

Summit Financial, LLC

18.05K

Mar 31, 26

+344

0.01%

FIRST HORIZON CORP

17.75K

Mar 31, 26

-800

0.01%

Venture Visionary Partners LLC

17.61K

Mar 31, 26

+541

0.01%

KICKSTAND VENTURES, LLC.

16.39K

Mar 31, 26

0.01%

Valmark Advisers, Inc.

16.28K

Mar 31, 26

+3.53K

0.01%

Goodman Financial Corp

16.14K

Mar 31, 26

0.01%

Insight Wealth Partners, LLC

16.12K

Mar 31, 26

+299

0.01%

YANKCOM Partnership

15.75K

Mar 31, 26

0.01%

DAVENPORT & Co LLC

15.46K

Mar 31, 26

0.01%

GREATMARK INVESTMENT PARTNERS, INC.

15.29K

Mar 31, 26

+4.13K

0.01%

MONTAG A & ASSOCIATES INC

15.17K

Mar 31, 26

0.01%

Diversify Advisory Services, LLC

14.63K

Mar 31, 26

-3.12K

0.01%

Unified Investment Management

13.57K

Mar 31, 26

0.01%

Clearstead Trust, LLC

13.04K

Mar 31, 26

-526

0.01%

Strid Group, LLC

12.86K

Mar 31, 26

+12.86K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

12.85K

Mar 31, 26

+219

0.01%

Davis Capital Management

12.21K

Mar 31, 26

-58

0.01%

ETF Portfolio Partners, Inc.

12.19K

Mar 31, 26

0.01%

Ancora Advisors, LLC

12.06K

Mar 31, 26

0.01%

BENJAMIN EDWARDS INC

12.04K

Mar 31, 26

0.01%

Darden Wealth Group Inc

12.00K

Mar 31, 26

0.01%

Integris Wealth Management, LLC

11.95K

Mar 31, 26

+11.95K

0.01%

Maridea Wealth Management LLC

11.76K

Mar 31, 26

+11.76K

0.01%

WEBSTER BANK, N. A.

11.76K

Mar 31, 26

+11.76K

0.01%

Commonwealth Financial Services, LLC

11.67K

Mar 31, 26

+11.67K

0.01%

B. Riley Wealth Advisors, Inc.

11.08K

Mar 31, 26

+11.08K

0.01%

SENTINEL PENSION ADVISORS INC

11.07K

Mar 31, 26

+111

0.01%

Gateway Wealth Partners, LLC

10.99K

Mar 31, 26

+10.99K

0.01%

Nicholas Hoffman & Company, LLC.

10.94K

Mar 31, 26

0.01%

RFG Advisory, LLC

10.77K

Mar 31, 26

+10.77K

0.01%

Ashton Thomas Private Wealth, LLC

10.66K

Mar 31, 26

+10.66K

0.01%

US BANCORP \DE\

10.55K

Mar 31, 26

+3.69K

0.01%

John W. Brooker & Co., CPAs

10.51K

Mar 31, 26

+170

0.01%

Koss-Olinger Consulting, LLC

10.41K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

10.30K

Mar 31, 26

0.01%

Pacific Wealth Strategies Group, Inc.

10.00K

Mar 31, 26

+10.00K

0.01%

Anchor Investment Management, LLC

9.84K

Mar 31, 26

+9.84K

0.01%

Allworth Financial LP

9.61K

Mar 31, 26

+150

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

9.34K

Mar 31, 26

+9.34K

0.01%

Advisory Services Network, LLC

9.23K

Mar 31, 26

+9.23K

0.01%

Steward Partners Investment Advisory, LLC

8.71K

Mar 31, 26

+1.51K

0.01%

Rockefeller Capital Management L.P.

6.48K

Mar 31, 26

+6.48K

0.00%

IFP Advisors, Inc

6.19K

Mar 31, 26

+2.88K

0.00%

United Community Bank

5.50K

Mar 31, 26

+5.50K

0.00%

Marquette Asset Management, LLC

5.39K

Mar 31, 26

0.00%

Crews Bank & Trust

5.34K

Mar 31, 26

0.00%

FMR LLC

4.78K

Mar 31, 26

+890

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.10K

Mar 31, 26

+4.10K

0.00%

Knights of Columbus Asset Advisors LLC

3.97K

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

3.91K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.74K

Mar 31, 26

+589

0.00%

AdvisorNet Financial, Inc

3.43K

Mar 31, 26

+2.26K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

3.06K

Mar 31, 26

+34

0.00%

OLD SECOND NATIONAL BANK OF AURORA

2.96K

Mar 31, 26

0.00%

Golden State Equity Partners

2.13K

Mar 31, 26

+2.13K

0.00%

AlphaCore Capital LLC

2.01K

Mar 31, 26

0.00%

Rossby Financial, LCC

1.52K

Mar 31, 26

+673

0.00%

Smithfield Trust Co

1.28K

Mar 31, 26

0.00%

City State Bank

1.18K

Mar 31, 26

+1.18K

0.00%

West Branch Capital LLC

1.08K

Mar 31, 26

+12

0.00%

Topsail Wealth Management, LLC

950

Mar 31, 26

+950

0.00%

NBC SECURITIES, INC.

815

Mar 31, 26

+14

0.00%

Tradewinds Capital Management, LLC

734

Mar 31, 26

-65.09K

0.00%

BankPlus Trust Department

605

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

500

Mar 31, 26

+500

0.00%

IFG Advisory, LLC

500

Mar 31, 26

+500

0.00%

AE Wealth Management LLC

439

Mar 31, 26

0.00%

DiNuzzo Private Wealth, Inc.

416

Mar 31, 26

+416

0.00%

Ameritas Investment Partners, Inc.

352

Mar 31, 26

0.00%

Sound Income Strategies, LLC

265

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

164

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

GAMMA Investing LLC

Mar 31, 26

+33

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

OLD MISSION CAPITAL LLC

Mar 31, 26

-19.08K

Diversified Portfolios, Inc.

Mar 31, 26

-16.18K

GTS SECURITIES LLC

Mar 31, 26

-21.20K

Cassaday & Co Wealth Management LLC

Mar 31, 26

-12.13K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-12.32K

Atomi Financial Group, Inc.

Mar 31, 26

-17.45K

Brinker Capital Investments, LLC

Mar 31, 26

-11.33K

Legacy CG, LLC

Mar 31, 26

-236.45K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-12.02K

Concurrent Investment Advisors, LLC

Mar 31, 26

-12.97K

Ronald Blue Trust, Inc.

Mar 31, 26

-1.13K

COMERICA BANK

35.55K

Dec 31, 25

-1.34K

0.02%

Prosperity Wealth Management, Inc.

30.00K

Dec 31, 25

+14.20K

0.02%

Global Retirement Partners, LLC

1.36K

Dec 31, 25

+566

0.00%

COUNTRY CLUB BANK /GFN

239.70K

Sep 30, 25

-10.01K

0.15%

Masso Torrence Wealth Management Inc.

30.51K

Sep 30, 25

0.02%

Sterling Financial Group, Inc.

27.03K

Sep 30, 25

+14.59K

0.02%

OPTIMUM INVESTMENT ADVISORS

1.50K

Sep 30, 25

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-24.95K

Kaye Capital Management

346.07K

Jun 30, 25

+16.65K

0.22%

Exchange Capital Management, Inc.

85.20K

Jun 30, 25

-75.05K

0.05%

AVANTAX ADVISORY SERVICES, INC.

79.07K

Jun 30, 25

+21.36K

0.05%

First Horizon Advisors, Inc.

23.41K

Jun 30, 25

+2.60K

0.01%

Coordinated Financial Services, Inc./CO

47.21K

Mar 31, 25

+47.21K

0.03%

Monterey Private Wealth, Inc.

16.19K

Mar 31, 25

+179

0.01%

Aveo Capital Partners, LLC

Mar 31, 25

-18.47K

Kades & Cheifetz LLC

11.90K

Dec 31, 24

+138

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-217

RAYMOND JAMES & ASSOCIATES

2.59M

Sep 30, 24

+655.27K

1.65%

Raymond James Financial Services Advisors, Inc.

787.34K

Sep 30, 24

+36.59K

0.50%

BENJAMIN F. EDWARDS & COMPANY, INC.

11.51K

Jun 30, 24

+2.30K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.36M

Mar 31, 24

+941.53K

1.50%

Cetera Advisors LLC

49.01K

Mar 31, 24

+28.39K

0.03%

Financial Advisory Group

43.55K

Mar 31, 24

+20.79K

0.03%

AMERICAN NATIONAL BANK & TRUST CO /VA/

20.01K

Mar 31, 24

+20.01K

0.01%

First Command Bank

7.61K

Jun 30, 23

+99

0.00%

First Command Financial Services, Inc.

7.61K

Jun 30, 23

+99

0.00%

Vigilant Capital Management, LLC

6.87K

Jun 30, 23

-1.15K

0.00%

First Capital Advisors Group, LLC.

5.38K

Jun 30, 23

+5.38K

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

634

Mar 31, 22

+634

0.00%