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BUFF(BUFF)

BUFF

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

Institutional Ownership

Top 192 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.67M	Mar 31, 26	+359.15K	10.05%
ENVESTNET ASSET MANAGEMENT INC	1.15M	Mar 31, 26	+590.15K	6.95%
Cetera Investment Advisers	631.31K	Mar 31, 26	+18.39K	3.81%
GGM Financials LLC	548.36K	Mar 31, 26	+23.67K	3.31%
Kingsview Wealth Management, LLC	520.38K	Mar 31, 26	+5.71K	3.14%
Prasad Wealth Partners, LLC	398.24K	Mar 31, 26	+5.69K	2.40%
Collaborative Wealth Managment Inc.	376.77K	Mar 31, 26	+349.08K	2.27%
Janney Montgomery Scott LLC	353.22K	Mar 31, 26	+13.14K	2.13%
LifeWealth Investments, LLC	336.88K	Mar 31, 26	+70.03K	2.03%
Holos Integrated Wealth LLC	325.13K	Mar 31, 26	+697	1.96%
ADVISOR GROUP HOLDINGS, INC.	255.67K	Mar 31, 26	-283.89K	1.54%
RAYMOND JAMES FINANCIAL INC	250.57K	Mar 31, 26	+17.16K	1.51%
Mutual Advisors, LLC	232.09K	Mar 31, 26	+14.71K	1.40%
COMMONWEALTH EQUITY SERVICES, LLC	221.43K	Mar 31, 26	+9.34K	1.34%
Buska Wealth Management, LLC	190.88K	Mar 31, 26	+16.39K	1.15%
HighTower Advisors, LLC	190.08K	Mar 31, 26	+9.67K	1.15%
Cambridge Investment Research Advisors, Inc.	183.45K	Mar 31, 26	+20	1.11%
HARBOUR INVESTMENTS, INC.	164.12K	Mar 31, 26	+37.91K	0.99%
Kestra Advisory Services, LLC	159.26K	Mar 31, 26	+17.72K	0.96%
Pensionmark Financial Group, LLC	152.05K	Mar 31, 26	+1.42K	0.92%
KFG WEALTH MANAGEMENT, LLC	138.27K	Mar 31, 26	+1.05K	0.83%
GWN SECURITIES INC.	131.40K	Mar 31, 26	+5.16K	0.79%
CALIBER WEALTH MANAGEMENT, LLC / KS	114.35K	Mar 31, 26	+104.23K	0.69%
FORVIS Wealth Advisors, LLC	109.61K	Mar 31, 26	-13.46K	0.66%
Core Wealth Advisors, Inc.	105.35K	Mar 31, 26	+22.77K	0.64%
Beacon Pointe Advisors, LLC	101.17K	Mar 31, 26	+78.25K	0.61%
Garden State Investment Advisory Services LLC	98.18K	Mar 31, 26	-3.44K	0.59%
Seros Financial, LLC	91.68K	Mar 31, 26	+12.54K	0.55%
MML INVESTORS SERVICES, LLC	88.50K	Mar 31, 26	-19.11K	0.53%
Merit Financial Group, LLC	88.17K	Mar 31, 26	+7.04K	0.53%
COLUMBIA ADVISORY PARTNERS LLC	74.95K	Mar 31, 26	+19.77K	0.45%
CreativeOne Wealth, LLC	69.29K	Mar 31, 26	-3.33K	0.42%
Patriot Financial Group Insurance Agency, LLC	65.72K	Mar 31, 26	+33.71K	0.40%
Visionary Wealth Advisors	63.48K	Mar 31, 26	-23.18K	0.38%
Stratos Wealth Partners, LTD.	61.78K	Mar 31, 26	-6.11K	0.37%
MERCER GLOBAL ADVISORS INC /ADV	60.39K	Mar 31, 26	-734.24K	0.36%
Ronald Blue Trust, Inc.	54.03K	Mar 31, 26	-18.92K	0.33%
Glen Eagle Advisors, LLC	53.37K	Mar 31, 26	-1.72K	0.32%
Wealthcare Advisory Partners LLC	52.74K	Mar 31, 26	+702	0.32%
Southland Equity Partners LLC	50.29K	Mar 31, 26	-199	0.30%
Advisory Services Network, LLC	48.19K	Mar 31, 26	-391	0.29%
MILESTONE ASSET MANAGEMENT, LLC	44.70K	Mar 31, 26	-619	0.27%
Comprehensive Financial Consultants Institutional, Inc.	44.12K	Mar 31, 26	+3.60K	0.27%
PRINCIPAL SECURITIES, INC.	44.02K	Mar 31, 26	+17.81K	0.27%
Focus Financial Network, Inc.	42.99K	Mar 31, 26	-4.31K	0.26%
Andina Capital Management, LLC	42.02K	Mar 31, 26	-12.14K	0.25%
Diligent Investors, LLC	41.52K	Mar 31, 26	-77	0.25%
JDM Financial Group LLC	40.37K	Mar 31, 26	-500	0.24%
Lineweaver Wealth Advisors, LLC	39.92K	Mar 31, 26	--	0.24%
Financial Network Wealth Advisors LLC	38.76K	Mar 31, 26	-877	0.23%
PLANWISER FINANCIAL, LLC	38.09K	Mar 31, 26	+7.15K	0.23%
Soltis Investment Advisors LLC	37.48K	Mar 31, 26	+996	0.23%
Concurrent Investment Advisors, LLC	33.79K	Mar 31, 26	-30.93K	0.20%
VESTIA PERSONAL WEALTH ADVISORS	33.78K	Mar 31, 26	-91	0.20%
City Center Advisors, LLC	31.80K	Mar 31, 26	+4.69K	0.19%
SeaCrest Wealth Management, LLC	31.43K	Mar 31, 26	+398	0.19%
DIVERSIFY WEALTH MANAGEMENT, LLC	31.30K	Mar 31, 26	-1.04K	0.19%
Sound View Wealth Advisors Group, LLC	28.26K	Mar 31, 26	-1.44K	0.17%
Wisconsin Wealth Advisors, LLC	27.57K	Mar 31, 26	-127	0.17%
HAZLETT, BURT & WATSON, INC.	27.33K	Mar 31, 26	-38	0.16%
Brookstone Capital Management	27.08K	Mar 31, 26	+401	0.16%
OFC FINANCIAL PLANNING, LLC	23.39K	Mar 31, 26	-4	0.14%
Resources Investment Advisors, LLC.	22.11K	Mar 31, 26	+8.58K	0.13%
CoreCap Advisors, LLC	21.27K	Mar 31, 26	+9.32K	0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.00K	Mar 31, 26	-22.39K	0.13%
Private Advisor Group, LLC	20.67K	Mar 31, 26	-18	0.12%
CAPTRUST FINANCIAL ADVISORS	20.59K	Mar 31, 26	+1.25K	0.12%
TRUIST FINANCIAL CORP	20.43K	Mar 31, 26	+4.12K	0.12%
Creative Planning	20.21K	Mar 31, 26	+20.21K	0.12%
Steward Partners Investment Advisory, LLC	19.59K	Mar 31, 26	+404	0.12%
Weaver Consulting Group	19.00K	Mar 31, 26	-1.70K	0.11%
Signal Advisors Wealth, LLC	18.90K	Mar 31, 26	+2.11K	0.11%
Atria Investments, Inc	18.75K	Mar 31, 26	-67	0.11%
Prospera Financial Services Inc	18.68K	Mar 31, 26	+2.07K	0.11%
Strategic Blueprint, LLC	18.44K	Mar 31, 26	--	0.11%
Western Wealth Management, LLC	18.40K	Mar 31, 26	+2.99K	0.11%
Applied Capital LLC	17.82K	Mar 31, 26	+7.22K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.97K	Mar 31, 26	+6.93K	0.10%
Beacon Financial Advisory LLC	16.94K	Mar 31, 26	+626	0.10%
MARIPAU WEALTH MANAGEMENT LLC	16.87K	Mar 31, 26	+2.04K	0.10%
CITADEL ADVISORS LLC	16.83K	Mar 31, 26	+16.83K	0.10%
OLD MISSION CAPITAL LLC	16.62K	Mar 31, 26	-27.48K	0.10%
IFG Advisory, LLC	16.61K	Mar 31, 26	+16.61K	0.10%
Tradition Wealth Management, LLC	16.43K	Mar 31, 26	+16.43K	0.10%
Nicholson Meyer Capital Management, Inc.	15.72K	Mar 31, 26	+801	0.09%
AdvisorNet Financial, Inc	15.29K	Mar 31, 26	+5.59K	0.09%
Brinker Capital Investments, LLC	14.22K	Mar 31, 26	+1.93K	0.09%
Capstone Triton Financial Group, LLC	12.94K	Mar 31, 26	+6.46K	0.08%
Sovran Advisors, LLC	12.80K	Mar 31, 26	-358	0.08%
SOUTHERN CAPITAL ADVISORS, LLC	12.25K	Mar 31, 26	-13	0.07%
CHAPMAN FINANCIAL GROUP, LLC	12.12K	Mar 31, 26	+600	0.07%
FOUNDERS FINANCIAL SECURITIES LLC	10.90K	Mar 31, 26	-326	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	10.76K	Mar 31, 26	-7.08K	0.06%
Trek Financial, LLC	10.63K	Mar 31, 26	--	0.06%
INTEGRAL INVESTMENT ADVISORS, INC.	9.89K	Mar 31, 26	-1.74K	0.06%
NewEdge Advisors, LLC	9.83K	Mar 31, 26	+1.59K	0.06%
Advisor Resource Council	9.36K	Mar 31, 26	-16.59K	0.06%
Clear Creek Financial Management, LLC	9.08K	Mar 31, 26	+2.78K	0.05%
WEBSTER BANK, N. A.	8.93K	Mar 31, 26	--	0.05%
MONEY CONCEPTS CAPITAL CORP	8.42K	Mar 31, 26	+8.42K	0.05%
Bellwether Advisors, LLC	8.40K	Mar 31, 26	--	0.05%
Onyx Bridge Wealth Group LLC	7.28K	Mar 31, 26	-2.22K	0.04%
JANE STREET GROUP, LLC	7.24K	Mar 31, 26	-2.78K	0.04%
Baker Avenue Asset Management, LP	7.07K	Mar 31, 26	+7.07K	0.04%
IMG Wealth Management, Inc.	6.95K	Mar 31, 26	--	0.04%
Harvest Investment Services, LLC	6.90K	Mar 31, 26	--	0.04%
Dynamic Advisor Solutions LLC	6.64K	Mar 31, 26	+6.64K	0.04%
Stegent Equity Advisors, Inc.	6.46K	Mar 31, 26	--	0.04%
DHJJ Financial Advisors, Ltd.	6.31K	Mar 31, 26	-8	0.04%
CHANNEL WEALTH LLC	5.80K	Mar 31, 26	-200	0.03%
RED CRANE WEALTH MANAGEMENT, LLC	5.74K	Mar 31, 26	-42	0.03%
Gateway Wealth Partners, LLC	5.38K	Mar 31, 26	+5.38K	0.03%
Capital Square, LLC	4.85K	Mar 31, 26	-1.96K	0.03%
Bedel Financial Consulting, Inc.	4.84K	Mar 31, 26	-41	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4.77K	Mar 31, 26	-27	0.03%
IFP Advisors, Inc	4.73K	Mar 31, 26	-1.14K	0.03%
Sentinus, LLC	4.58K	Mar 31, 26	-335	0.03%
Empower Advisory Group, LLC	4.41K	Mar 31, 26	--	0.03%
Foundations Investment Advisors, LLC	4.32K	Mar 31, 26	+4.32K	0.03%
VestGen Advisors, LLC	4.20K	Mar 31, 26	-223	0.03%
Capital Investment Advisory Services, LLC	3.50K	Mar 31, 26	-27	0.02%
Clearstead Advisors, LLC	3.30K	Mar 31, 26	+3.30K	0.02%
HARBOR INVESTMENT ADVISORY, LLC	3.23K	Mar 31, 26	--	0.02%
Allworth Financial LP	3.05K	Mar 31, 26	--	0.02%
MPWM ADVISORY SOLUTIONS, LLC	2.70K	Mar 31, 26	--	0.02%
Bernard Wealth Management Corp.	2.57K	Mar 31, 26	+2.57K	0.02%
MAI Capital Management	2.43K	Mar 31, 26	+2.43K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.65K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	1.45K	Mar 31, 26	+619	0.01%
JPMORGAN CHASE & CO	1.44K	Mar 31, 26	-43	0.01%
Dunhill Financial, LLC	1.25K	Mar 31, 26	+1.25K	0.01%
Geneos Wealth Management Inc.	1.06K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	944	Mar 31, 26	+944	0.01%
NBC SECURITIES, INC.	934	Mar 31, 26	--	0.01%
BRYN MAWR TRUST Co	758	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	555	Mar 31, 26	--	0.00%
CWM, LLC	346	Mar 31, 26	--	0.00%
MORGAN STANLEY	295	Mar 31, 26	--	0.00%
Capital Advisors, Ltd. LLC	285	Mar 31, 26	--	0.00%
IAG Wealth Partners, LLC	250	Mar 31, 26	+250	0.00%
Cheviot Value Management, LLC	244	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	164	Mar 31, 26	+164	0.00%
Colonial Trust Co / SC	121	Mar 31, 26	--	0.00%
FMR LLC	88	Mar 31, 26	+83	0.00%
SRS Capital Advisors, Inc.	60	Mar 31, 26	+60	0.00%
Ashton Thomas Private Wealth, LLC	60	Mar 31, 26	+60	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-15.03K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-45.19K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Mar 31, 26	-511	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-200	--
UBS Group AG	--	Mar 31, 26	-350	--
SageView Advisory Group, LLC	23.48K	Dec 31, 25	-5.75K	0.14%
Global Retirement Partners, LLC	700	Dec 31, 25	-19	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-12.67K	--
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-13.83K	--
AVANTAX ADVISORY SERVICES, INC.	111.78K	Jun 30, 25	+10.85K	0.67%
Atria Wealth Solutions, Inc.	53.91K	Jun 30, 25	-7.12K	0.33%
ACAS, LLC	28.82K	Jun 30, 25	-570	0.17%
Sugarloaf Wealth Management, LLC	1.50K	Dec 31, 24	--	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-14.30K	--
Raymond James Financial Services Advisors, Inc.	219.53K	Sep 30, 24	+219.53K	1.32%
Cetera Advisor Networks LLC	256.56K	Mar 31, 24	-19.60K	1.55%
FOCUS FINANCIAL NETWORK INC /ADV	41.52K	Dec 31, 23	+41.52K	0.25%
Truadvice, LLC	14.50K	Sep 30, 23	-144	0.09%
Financial Architects, Inc	28.61K	Jun 30, 23	+7.62K	0.17%
Quantitative Advantage, LLC	27.47K	Mar 31, 23	-1.82K	0.17%
Strategic Asset Management, LLC	271	Sep 30, 22	--	0.00%
Carroll Financial Associates, Inc.	8.80K	Dec 31, 21	+8.80K	0.05%
PEAK6 Group LLC	--	Jun 30, 18	-7.76K	--
FNY Partners Fund LP	200	Mar 31, 18	+200	0.00%
Delpha Capital Management, LLC	--	Mar 31, 18	-596	--
Numeric Investors LLC	66.30K	Dec 31, 17	-81.70K	0.40%
BB&T INVESTMENT SERVICES, INC.	869	Dec 31, 17	--	0.01%
AHL Partners LLP	--	Dec 31, 17	-20.94K	--
CrestPoint Capital Management, LLC	--	Dec 31, 17	-23.40K	--
Acrospire Investment Management LLC	--	Sep 30, 17	-2.60K	--
HOLLAND CAPITAL MANAGEMENT LLC	921.43K	Jun 30, 17	+825.26K	5.56%
Commonwealth Equity Services, Inc	78.45K	Jun 30, 17	+34.01K	0.47%
Lebenthal Asset Management, LLC	31.27K	Mar 31, 17	+31.27K	0.19%
R&F Capital Advisors LP	25.87K	Mar 31, 17	+25.87K	0.16%
BlackRock Institutional Trust Company, N.A.	2.41M	Dec 31, 16	-33.68K	14.51%
BlackRock Fund Advisors	596.22K	Dec 31, 16	+18.69K	3.60%
BlackRock Group LTD	141.91K	Dec 31, 16	-133.90K	0.86%
BLACKROCK ADVISORS LLC	41.35K	Dec 31, 16	+4.02K	0.25%
BlackRock Japan Co. Ltd	32.83K	Dec 31, 16	-11.83K	0.20%
BlackRock Investment Management, LLC	29.29K	Dec 31, 16	+5.95K	0.18%
KANALY TRUST CO	416	Dec 31, 16	--	0.00%
MSI Financial Services Inc	--	Dec 31, 16	-1.51K	--
Emerald Acquisition Ltd.	56.04K	Sep 30, 16	+33.88K	0.34%
ANALYTIC INVESTORS, LLC	33.88K	Sep 30, 16	+11.86K	0.20%
RUSSELL FRANK CO/	16.97K	Mar 31, 16	+8.13K	0.10%
Invictus RG Pte. Ltd.	8.20K	Sep 30, 15	+8.20K	0.05%

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Holder

Date

Change

% Held

LPL Financial LLC

1.67M

Mar 31, 26

+359.15K

10.05%

ENVESTNET ASSET MANAGEMENT INC

1.15M

Mar 31, 26

+590.15K

6.95%

Cetera Investment Advisers

631.31K

Mar 31, 26

+18.39K

3.81%

GGM Financials LLC

548.36K

Mar 31, 26

+23.67K

3.31%

Kingsview Wealth Management, LLC

520.38K

Mar 31, 26

+5.71K

3.14%

Prasad Wealth Partners, LLC

398.24K

Mar 31, 26

+5.69K

2.40%

Collaborative Wealth Managment Inc.

376.77K

Mar 31, 26

+349.08K

2.27%

Janney Montgomery Scott LLC

353.22K

Mar 31, 26

+13.14K

2.13%

LifeWealth Investments, LLC

336.88K

Mar 31, 26

+70.03K

2.03%

Holos Integrated Wealth LLC

325.13K

Mar 31, 26

+697

1.96%

ADVISOR GROUP HOLDINGS, INC.

255.67K

Mar 31, 26

-283.89K

1.54%

RAYMOND JAMES FINANCIAL INC

250.57K

Mar 31, 26

+17.16K

1.51%

Mutual Advisors, LLC

232.09K

Mar 31, 26

+14.71K

1.40%

COMMONWEALTH EQUITY SERVICES, LLC

221.43K

Mar 31, 26

+9.34K

1.34%

Buska Wealth Management, LLC

190.88K

Mar 31, 26

+16.39K

1.15%

HighTower Advisors, LLC

190.08K

Mar 31, 26

+9.67K

1.15%

Cambridge Investment Research Advisors, Inc.

183.45K

Mar 31, 26

+20

1.11%

HARBOUR INVESTMENTS, INC.

164.12K

Mar 31, 26

+37.91K

0.99%

Kestra Advisory Services, LLC

159.26K

Mar 31, 26

+17.72K

0.96%

Pensionmark Financial Group, LLC

152.05K

Mar 31, 26

+1.42K

0.92%

KFG WEALTH MANAGEMENT, LLC

138.27K

Mar 31, 26

+1.05K

0.83%

GWN SECURITIES INC.

131.40K

Mar 31, 26

+5.16K

0.79%

CALIBER WEALTH MANAGEMENT, LLC / KS

114.35K

Mar 31, 26

+104.23K

0.69%

FORVIS Wealth Advisors, LLC

109.61K

Mar 31, 26

-13.46K

0.66%

Core Wealth Advisors, Inc.

105.35K

Mar 31, 26

+22.77K

0.64%

Beacon Pointe Advisors, LLC

101.17K

Mar 31, 26

+78.25K

0.61%

Garden State Investment Advisory Services LLC

98.18K

Mar 31, 26

-3.44K

0.59%

Seros Financial, LLC

91.68K

Mar 31, 26

+12.54K

0.55%

MML INVESTORS SERVICES, LLC

88.50K

Mar 31, 26

-19.11K

0.53%

Merit Financial Group, LLC

88.17K

Mar 31, 26

+7.04K

0.53%

COLUMBIA ADVISORY PARTNERS LLC

74.95K

Mar 31, 26

+19.77K

0.45%

CreativeOne Wealth, LLC

69.29K

Mar 31, 26

-3.33K

0.42%

Patriot Financial Group Insurance Agency, LLC

65.72K

Mar 31, 26

+33.71K

0.40%

Visionary Wealth Advisors

63.48K

Mar 31, 26

-23.18K

0.38%

Stratos Wealth Partners, LTD.

61.78K

Mar 31, 26

-6.11K

0.37%

MERCER GLOBAL ADVISORS INC /ADV

60.39K

Mar 31, 26

-734.24K

0.36%

Ronald Blue Trust, Inc.

54.03K

Mar 31, 26

-18.92K

0.33%

Glen Eagle Advisors, LLC

53.37K

Mar 31, 26

-1.72K

0.32%

Wealthcare Advisory Partners LLC

52.74K

Mar 31, 26

+702

0.32%

Southland Equity Partners LLC

50.29K

Mar 31, 26

-199

0.30%

Advisory Services Network, LLC

48.19K

Mar 31, 26

-391

0.29%

MILESTONE ASSET MANAGEMENT, LLC

44.70K

Mar 31, 26

-619

0.27%

Comprehensive Financial Consultants Institutional, Inc.

44.12K

Mar 31, 26

+3.60K

0.27%

PRINCIPAL SECURITIES, INC.

44.02K

Mar 31, 26

+17.81K

0.27%

Focus Financial Network, Inc.

42.99K

Mar 31, 26

-4.31K

0.26%

Andina Capital Management, LLC

42.02K

Mar 31, 26

-12.14K

0.25%

Diligent Investors, LLC

41.52K

Mar 31, 26

-77

0.25%

JDM Financial Group LLC

40.37K

Mar 31, 26

-500

0.24%

Lineweaver Wealth Advisors, LLC

39.92K

Mar 31, 26

0.24%

Financial Network Wealth Advisors LLC

38.76K

Mar 31, 26

-877

0.23%

PLANWISER FINANCIAL, LLC

38.09K

Mar 31, 26

+7.15K

0.23%

Soltis Investment Advisors LLC

37.48K

Mar 31, 26

+996

0.23%

Concurrent Investment Advisors, LLC

33.79K

Mar 31, 26

-30.93K

0.20%

VESTIA PERSONAL WEALTH ADVISORS

33.78K

Mar 31, 26

-91

0.20%

City Center Advisors, LLC

31.80K

Mar 31, 26

+4.69K

0.19%

SeaCrest Wealth Management, LLC

31.43K

Mar 31, 26

+398

0.19%

DIVERSIFY WEALTH MANAGEMENT, LLC

31.30K

Mar 31, 26

-1.04K

0.19%

Sound View Wealth Advisors Group, LLC

28.26K

Mar 31, 26

-1.44K

0.17%

Wisconsin Wealth Advisors, LLC

27.57K

Mar 31, 26

-127

0.17%

HAZLETT, BURT & WATSON, INC.

27.33K

Mar 31, 26

-38

0.16%

Brookstone Capital Management

27.08K

Mar 31, 26

+401

0.16%

OFC FINANCIAL PLANNING, LLC

23.39K

Mar 31, 26

-4

0.14%

Resources Investment Advisors, LLC.

22.11K

Mar 31, 26

+8.58K

0.13%

CoreCap Advisors, LLC

21.27K

Mar 31, 26

+9.32K

0.13%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

21.00K

Mar 31, 26

-22.39K

0.13%

Private Advisor Group, LLC

20.67K

Mar 31, 26

-18

0.12%

CAPTRUST FINANCIAL ADVISORS

20.59K

Mar 31, 26

+1.25K

0.12%

TRUIST FINANCIAL CORP

20.43K

Mar 31, 26

+4.12K

0.12%

Creative Planning

20.21K

Mar 31, 26

+20.21K

0.12%

Steward Partners Investment Advisory, LLC

19.59K

Mar 31, 26

+404

0.12%

Weaver Consulting Group

19.00K

Mar 31, 26

-1.70K

0.11%

Signal Advisors Wealth, LLC

18.90K

Mar 31, 26

+2.11K

0.11%

Atria Investments, Inc

18.75K

Mar 31, 26

-67

0.11%

Prospera Financial Services Inc

18.68K

Mar 31, 26

+2.07K

0.11%

Strategic Blueprint, LLC

18.44K

Mar 31, 26

0.11%

Western Wealth Management, LLC

18.40K

Mar 31, 26

+2.99K

0.11%

Applied Capital LLC

17.82K

Mar 31, 26

+7.22K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.97K

Mar 31, 26

+6.93K

0.10%

Beacon Financial Advisory LLC

16.94K

Mar 31, 26

+626

0.10%

MARIPAU WEALTH MANAGEMENT LLC

16.87K

Mar 31, 26

+2.04K

0.10%

CITADEL ADVISORS LLC

16.83K

Mar 31, 26

+16.83K

0.10%

OLD MISSION CAPITAL LLC

16.62K

Mar 31, 26

-27.48K

0.10%

IFG Advisory, LLC

16.61K

Mar 31, 26

+16.61K

0.10%

Tradition Wealth Management, LLC

16.43K

Mar 31, 26

+16.43K

0.10%

Nicholson Meyer Capital Management, Inc.

15.72K

Mar 31, 26

+801

0.09%

AdvisorNet Financial, Inc

15.29K

Mar 31, 26

+5.59K

0.09%

Brinker Capital Investments, LLC

14.22K

Mar 31, 26

+1.93K

0.09%

Capstone Triton Financial Group, LLC

12.94K

Mar 31, 26

+6.46K

0.08%

Sovran Advisors, LLC

12.80K

Mar 31, 26

-358

0.08%

SOUTHERN CAPITAL ADVISORS, LLC

12.25K

Mar 31, 26

-13

0.07%

CHAPMAN FINANCIAL GROUP, LLC

12.12K

Mar 31, 26

+600

0.07%

FOUNDERS FINANCIAL SECURITIES LLC

10.90K

Mar 31, 26

-326

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

10.76K

Mar 31, 26

-7.08K

0.06%

Trek Financial, LLC

10.63K

Mar 31, 26

0.06%

INTEGRAL INVESTMENT ADVISORS, INC.

9.89K

Mar 31, 26

-1.74K

0.06%

NewEdge Advisors, LLC

9.83K

Mar 31, 26

+1.59K

0.06%

Advisor Resource Council

9.36K

Mar 31, 26

-16.59K

0.06%

Clear Creek Financial Management, LLC

9.08K

Mar 31, 26

+2.78K

0.05%

WEBSTER BANK, N. A.

8.93K

Mar 31, 26

0.05%

MONEY CONCEPTS CAPITAL CORP

8.42K

Mar 31, 26

+8.42K

0.05%

Bellwether Advisors, LLC

8.40K

Mar 31, 26

0.05%

Onyx Bridge Wealth Group LLC

7.28K

Mar 31, 26

-2.22K

0.04%

JANE STREET GROUP, LLC

7.24K

Mar 31, 26

-2.78K

0.04%

Baker Avenue Asset Management, LP

7.07K

Mar 31, 26

+7.07K

0.04%

IMG Wealth Management, Inc.

6.95K

Mar 31, 26

0.04%

Harvest Investment Services, LLC

6.90K

Mar 31, 26

0.04%

Dynamic Advisor Solutions LLC

6.64K

Mar 31, 26

+6.64K

0.04%

Stegent Equity Advisors, Inc.

6.46K

Mar 31, 26

0.04%

DHJJ Financial Advisors, Ltd.

6.31K

Mar 31, 26

-8

0.04%

CHANNEL WEALTH LLC

5.80K

Mar 31, 26

-200

0.03%

RED CRANE WEALTH MANAGEMENT, LLC

5.74K

Mar 31, 26

-42

0.03%

Gateway Wealth Partners, LLC

5.38K

Mar 31, 26

+5.38K

0.03%

Capital Square, LLC

4.85K

Mar 31, 26

-1.96K

0.03%

Bedel Financial Consulting, Inc.

4.84K

Mar 31, 26

-41

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.77K

Mar 31, 26

-27

0.03%

IFP Advisors, Inc

4.73K

Mar 31, 26

-1.14K

0.03%

Sentinus, LLC

4.58K

Mar 31, 26

-335

0.03%

Empower Advisory Group, LLC

4.41K

Mar 31, 26

0.03%

Foundations Investment Advisors, LLC

4.32K

Mar 31, 26

+4.32K

0.03%

VestGen Advisors, LLC

4.20K

Mar 31, 26

-223

0.03%

Capital Investment Advisory Services, LLC

3.50K

Mar 31, 26

-27

0.02%

Clearstead Advisors, LLC

3.30K

Mar 31, 26

+3.30K

0.02%

HARBOR INVESTMENT ADVISORY, LLC

3.23K

Mar 31, 26

0.02%

Allworth Financial LP

3.05K

Mar 31, 26

0.02%

MPWM ADVISORY SOLUTIONS, LLC

2.70K

Mar 31, 26

0.02%

Bernard Wealth Management Corp.

2.57K

Mar 31, 26

+2.57K

0.02%

MAI Capital Management

2.43K

Mar 31, 26

+2.43K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.65K

Mar 31, 26

0.01%

AE Wealth Management LLC

1.45K

Mar 31, 26

+619

0.01%

JPMORGAN CHASE & CO

1.44K

Mar 31, 26

-43

0.01%

Dunhill Financial, LLC

1.25K

Mar 31, 26

+1.25K

0.01%

Geneos Wealth Management Inc.

1.06K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

944

Mar 31, 26

+944

0.01%

NBC SECURITIES, INC.

934

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

758

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

555

Mar 31, 26

0.00%

CWM, LLC

346

Mar 31, 26

0.00%

MORGAN STANLEY

295

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

285

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

250

Mar 31, 26

+250

0.00%

Cheviot Value Management, LLC

244

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

164

Mar 31, 26

+164

0.00%

Colonial Trust Co / SC

121

Mar 31, 26

0.00%

FMR LLC

Mar 31, 26

+83

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

+60

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+60

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-15.03K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-45.19K

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

Mar 31, 26

-511

WELLS FARGO & COMPANY/MN

Mar 31, 26

-200

UBS Group AG

Mar 31, 26

-350

SageView Advisory Group, LLC

23.48K

Dec 31, 25

-5.75K

0.14%

Global Retirement Partners, LLC

700

Dec 31, 25

-19

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-12.67K

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-13.83K

AVANTAX ADVISORY SERVICES, INC.

111.78K

Jun 30, 25

+10.85K

0.67%

Atria Wealth Solutions, Inc.

53.91K

Jun 30, 25

-7.12K

0.33%

ACAS, LLC

28.82K

Jun 30, 25

-570

0.17%

Sugarloaf Wealth Management, LLC

1.50K

Dec 31, 24

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-14.30K

Raymond James Financial Services Advisors, Inc.

219.53K

Sep 30, 24

+219.53K

1.32%

Cetera Advisor Networks LLC

256.56K

Mar 31, 24

-19.60K

1.55%

FOCUS FINANCIAL NETWORK INC /ADV

41.52K

Dec 31, 23

+41.52K

0.25%

Truadvice, LLC

14.50K

Sep 30, 23

-144

0.09%

Financial Architects, Inc

28.61K

Jun 30, 23

+7.62K

0.17%

Quantitative Advantage, LLC

27.47K

Mar 31, 23

-1.82K

0.17%

Strategic Asset Management, LLC

271

Sep 30, 22

0.00%

Carroll Financial Associates, Inc.

8.80K

Dec 31, 21

+8.80K

0.05%

PEAK6 Group LLC

Jun 30, 18

-7.76K

FNY Partners Fund LP

200

Mar 31, 18

+200

0.00%

Delpha Capital Management, LLC

Mar 31, 18

-596

Numeric Investors LLC

66.30K

Dec 31, 17

-81.70K

0.40%

BB&T INVESTMENT SERVICES, INC.

869

Dec 31, 17

0.01%

AHL Partners LLP

Dec 31, 17

-20.94K

CrestPoint Capital Management, LLC

Dec 31, 17

-23.40K

Acrospire Investment Management LLC

Sep 30, 17

-2.60K

HOLLAND CAPITAL MANAGEMENT LLC

921.43K

Jun 30, 17

+825.26K

5.56%

Commonwealth Equity Services, Inc

78.45K

Jun 30, 17

+34.01K

0.47%

Lebenthal Asset Management, LLC

31.27K

Mar 31, 17

+31.27K

0.19%

R&F Capital Advisors LP

25.87K

Mar 31, 17

+25.87K

0.16%

BlackRock Institutional Trust Company, N.A.

2.41M

Dec 31, 16

-33.68K

14.51%

BlackRock Fund Advisors

596.22K

Dec 31, 16

+18.69K

3.60%

BlackRock Group LTD

141.91K

Dec 31, 16

-133.90K

0.86%

BLACKROCK ADVISORS LLC

41.35K

Dec 31, 16

+4.02K

0.25%

BlackRock Japan Co. Ltd

32.83K

Dec 31, 16

-11.83K

0.20%

BlackRock Investment Management, LLC

29.29K

Dec 31, 16

+5.95K

0.18%

KANALY TRUST CO

416

Dec 31, 16

0.00%

MSI Financial Services Inc

Dec 31, 16

-1.51K

Emerald Acquisition Ltd.

56.04K

Sep 30, 16

+33.88K

0.34%

ANALYTIC INVESTORS, LLC

33.88K

Sep 30, 16

+11.86K

0.20%

RUSSELL FRANK CO/

16.97K

Mar 31, 16

+8.13K

0.10%

Invictus RG Pte. Ltd.

8.20K

Sep 30, 15

+8.20K

0.05%