Global X - S&P 500 Catholic Values ETF(CATH)

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Global X - S&P 500 Catholic Values ETF(CATH)

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$92.06—

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CATH(CATH)

CATH

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Institutional Ownership

Top 252 Institutional Holders

Holder	Shares	Date	Change	% Held
Fund Evaluation Group, LLC	976.48K	Jun 30, 26	+238.03K	6.86%
CENTRAL TRUST Co	532.26K	Jun 30, 26	-21.05K	3.74%
TRUIST FINANCIAL CORP	335.77K	Jun 30, 26	+63.09K	2.36%
BCM ADVISORS, LLC	229.49K	Jun 30, 26	-7.30K	1.61%
Choate Investment Advisors	207.03K	Jun 30, 26	+43.12K	1.45%
LPL Financial LLC	174.01K	Jun 30, 26	+14.68K	1.22%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	150.82K	Jun 30, 26	-125	1.06%
Sound View Wealth Advisors Group, LLC	97.43K	Jun 30, 26	-12.47K	0.68%
FIFTH THIRD BANCORP	91.72K	Jun 30, 26	-1.41K	0.64%
Allworth Financial LP	83.03K	Jun 30, 26	-543	0.58%
First Bank & Trust	73.97K	Jun 30, 26	-10.80K	0.52%
FIRST NATIONAL BANK OF OMAHA	67.68K	Jun 30, 26	+5.18K	0.48%
DAGCO, INC.	65.00K	Jun 30, 26	--	0.46%
Savant Capital, LLC	60.54K	Jun 30, 26	-214	0.43%
KEYBANK NATIONAL ASSOCIATION/OH	47.98K	Jun 30, 26	+1.82K	0.34%
ENVESTNET ASSET MANAGEMENT INC	47.79K	Jun 30, 26	+1.20K	0.34%
TRUST CO OF TOLEDO NA /OH/	38.46K	Jun 30, 26	+906	0.27%
MML INVESTORS SERVICES, LLC	34.55K	Jun 30, 26	+4.50K	0.24%
AMARILLO NATIONAL BANK	33.42K	Jun 30, 26	--	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	30.46K	Jun 30, 26	+28	0.21%
HBK Sorce Advisory LLC	27.12K	Jun 30, 26	+638	0.19%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	25.04K	Jun 30, 26	-46	0.18%
Financial Advisory Corp	24.42K	Jun 30, 26	-2.08K	0.17%
Trust Point Inc.	24.10K	Jun 30, 26	+107	0.17%
HighTower Advisors, LLC	23.15K	Jun 30, 26	-396	0.16%
Johnson Financial Group, Inc.	23.03K	Jun 30, 26	--	0.16%
Koss-Olinger Consulting, LLC	22.04K	Jun 30, 26	--	0.15%
Gradient Investments LLC	20.32K	Jun 30, 26	+367	0.14%
MERCER GLOBAL ADVISORS INC /ADV	19.83K	Jun 30, 26	-167	0.14%
Argent Trust Co	19.52K	Jun 30, 26	+793	0.14%
BRYN MAWR TRUST Co	19.50K	Jun 30, 26	--	0.14%
Hanson & Doremus Investment Management	18.21K	Jun 30, 26	+9.03K	0.13%
Advisor OS, LLC	16.84K	Jun 30, 26	-1.70K	0.12%
Private Advisor Group, LLC	15.50K	Jun 30, 26	+10.85K	0.11%
ALESCO ADVISORS LLC	15.23K	Jun 30, 26	--	0.11%
Cambridge Investment Research Advisors, Inc.	12.80K	Jun 30, 26	-5	0.09%
Oakworth Capital, Inc.	12.26K	Jun 30, 26	--	0.09%
POLEN CAPITAL MANAGEMENT LLC	11.87K	Jun 30, 26	-7.00K	0.08%
WESPAC Advisors SoCal, LLC	11.66K	Jun 30, 26	--	0.08%
MISSION WEALTH MANAGEMENT, LP	11.66K	Jun 30, 26	-1.16K	0.08%
Prospera Financial Services Inc	11.39K	Jun 30, 26	--	0.08%
Resources Investment Advisors, LLC.	11.04K	Jun 30, 26	--	0.08%
Kestra Advisory Services, LLC	10.75K	Jun 30, 26	+3.20K	0.08%
Convergence Financial, LLC	10.12K	Jun 30, 26	+5.52K	0.07%
FIRST HAWAIIAN BANK	9.72K	Jun 30, 26	--	0.07%
Human Investing LLC	9.40K	Jun 30, 26	-208	0.07%
RFG Advisory, LLC	8.78K	Jun 30, 26	--	0.06%
COURIER CAPITAL LLC	8.74K	Jun 30, 26	-225	0.06%
Security Financial Services, INC.	8.48K	Jun 30, 26	+519	0.06%
Cornerstone Management, Inc.	8.25K	Jun 30, 26	-13	0.06%
AE Wealth Management LLC	8.21K	Jun 30, 26	+292	0.06%
McClarren Financial Advisors, Inc.	8.20K	Jun 30, 26	+380	0.06%
MBE Wealth Management, LLC	8.01K	Jun 30, 26	+2	0.06%
Venture Visionary Partners LLC	7.86K	Jun 30, 26	-875	0.06%
Firestone Capital Management	7.77K	Jun 30, 26	-136	0.05%
FIRETHORN WEALTH PARTNERS, LLC	7.11K	Jun 30, 26	-49	0.05%
WIN ADVISORS, INC	6.96K	Jun 30, 26	-120	0.05%
MJP ASSOCIATES INC /ADV	6.92K	Jun 30, 26	+28	0.05%
Montecito Bank & Trust	6.76K	Jun 30, 26	--	0.05%
NICOLET BANKSHARES INC	6.67K	Jun 30, 26	--	0.05%
FOUNDERS GROVE WEALTH PARTNERS, LLC	6.60K	Jun 30, 26	-27	0.05%
Farther Finance Advisors, LLC	6.46K	Jun 30, 26	+6.46K	0.05%
Koshinski Asset Management, Inc.	6.28K	Jun 30, 26	+38	0.04%
Joseph Group Capital Management	6.16K	Jun 30, 26	+1.29K	0.04%
OLD NATIONAL BANCORP /IN/	6.14K	Jun 30, 26	-23.85K	0.04%
Lido Advisors, LLC	6.03K	Jun 30, 26	--	0.04%
STEPH & CO	5.82K	Jun 30, 26	--	0.04%
NewEdge Wealth, LLC	5.50K	Jun 30, 26	--	0.04%
Disciplined Investments, LLC	5.50K	Jun 30, 26	--	0.04%
Sellwood Consulting LLC	5.43K	Jun 30, 26	-1.25K	0.04%
TOMPKINS FINANCIAL CORP	5.04K	Jun 30, 26	--	0.04%
Journey Beyond Wealth, LLC	5.03K	Jun 30, 26	+1.59K	0.04%
Heritage Trust Co	5.00K	Jun 30, 26	--	0.04%
eCIO, Inc.	4.95K	Jun 30, 26	--	0.03%
Capital Planning LLC	4.94K	Jun 30, 26	--	0.03%
Sterling Investment Counsel, LLC	4.73K	Jun 30, 26	-141	0.03%
First Financial Bank - Trust Division	4.52K	Jun 30, 26	+356	0.03%
Independence Bank of Kentucky	4.49K	Jun 30, 26	-1.66K	0.03%
Community Financial Services Group, LLC	4.46K	Jun 30, 26	-15	0.03%
WEBSTER BANK, N. A.	4.42K	Jun 30, 26	--	0.03%
Stratos Wealth Partners, LTD.	4.11K	Jun 30, 26	--	0.03%
BRIDGES INVESTMENT MANAGEMENT INC	4.07K	Jun 30, 26	--	0.03%
Sterling Investment Advisors, Ltd.	3.86K	Jun 30, 26	--	0.03%
Jacobi Capital Management LLC	3.70K	Jun 30, 26	--	0.03%
Tower Research Capital LLC (TRC)	3.67K	Jun 30, 26	+3.67K	0.03%
STAR Financial Bank	3.65K	Jun 30, 26	--	0.03%
NATURAL INVESTMENTS, LLC	3.56K	Jun 30, 26	--	0.03%
GEM Asset Management, LLC	3.47K	Jun 30, 26	-4	0.02%
BECKER CAPITAL MANAGEMENT INC	3.35K	Jun 30, 26	--	0.02%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	3.24K	Jun 30, 26	+3.24K	0.02%
Alliance Wealth Advisors, LLC	3.22K	Jun 30, 26	--	0.02%
SWMG, LLC	3.16K	Jun 30, 26	-68	0.02%
Atria Investments, Inc	3.16K	Jun 30, 26	-68	0.02%
1900 WEALTH MANAGEMENT LLC	3.12K	Jun 30, 26	-510	0.02%
Bank Julius Baer & Co. Ltd, Zurich	3.09K	Jun 30, 26	+1.21K	0.02%
Barnes Wealth Management Group, Inc	3.05K	Jun 30, 26	+91	0.02%
WESBANCO BANK INC	2.98K	Jun 30, 26	-87	0.02%
Naviter Wealth, LLC	2.98K	Jun 30, 26	+90	0.02%
Ramsay, Stattman, Vela & Price, Inc.	2.91K	Jun 30, 26	--	0.02%
True Link Financial Advisors, LLC	2.87K	Jun 30, 26	+94	0.02%
JOHNSON INVESTMENT COUNSEL INC	2.85K	Jun 30, 26	+10	0.02%
Secure Asset Management, LLC	2.77K	Jun 30, 26	-200	0.02%
PITTENGER & ANDERSON INC	2.77K	Jun 30, 26	--	0.02%
Banco Santander, S.A.	2.74K	Jun 30, 26	--	0.02%
GREAT LAKES ADVISORS, LLC	2.60K	Jun 30, 26	+2.60K	0.02%
RMR Wealth Builders	2.50K	Jun 30, 26	+2.50K	0.02%
Calamos Wealth Management LLC	2.50K	Jun 30, 26	+2.50K	0.02%
Acorn Wealth Advisors, LLC	2.45K	Jun 30, 26	+2.45K	0.02%
WBH ADVISORY INC	2.44K	Jun 30, 26	+2.44K	0.02%
VOISARD ASSET MANAGEMENT GROUP, INC.	2.39K	Jun 30, 26	+2.39K	0.02%
PFG Investments, LLC	2.33K	Jun 30, 26	-2.26K	0.02%
Aspect Partners, LLC	2.02K	Jun 30, 26	--	0.01%
Clearstead Advisors, LLC	2.00K	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.99K	Jun 30, 26	-2	0.01%
FINANCIAL CONSULATE, INC	1.98K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	659	Jun 30, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	615	Jun 30, 26	+61	0.00%
Avion Wealth	598	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	550	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	545	Jun 30, 26	-33	0.00%
N.E.W. Advisory Services LLC	421	Jun 30, 26	--	0.00%
ASSETMARK, INC	418	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	369	Jun 30, 26	--	0.00%
IFP Advisors, Inc	327	Jun 30, 26	--	0.00%
MOTCO	315	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	150	Jun 30, 26	+150	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	90	Jun 30, 26	--	0.00%
GoalVest Advisory LLC	50	Jun 30, 26	+50	0.00%
CITIGROUP INC	35	Jun 30, 26	+35	0.00%
Tradewinds Capital Management, LLC	16	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	1	Jun 30, 26	--	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-22	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-34	--
Kovack Advisors, Inc.	--	Jun 30, 26	-14.68K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.33K	--
MORGAN STANLEY	559.23K	Mar 31, 26	+46.79K	3.93%
BANK OF AMERICA CORP /DE/	442.55K	Mar 31, 26	+10.64K	3.11%
Choate Investment Advisors	163.92K	Mar 31, 26	+145.59K	1.15%
WELLS FARGO & COMPANY/MN	163.91K	Mar 31, 26	-5.55K	1.15%
CWM, LLC	158.29K	Mar 31, 26	+10.67K	1.11%
CI Private Wealth, LLC	134.81K	Mar 31, 26	-12.62K	0.95%
Aristotle Capital Management, LLC	125.88K	Mar 31, 26	-5.39K	0.88%
COMMON FUND FOR NONPROFIT ORGANIZATIONS	121.01K	Mar 31, 26	+784	0.85%
COMMERCE BANK	120.14K	Mar 31, 26	-5.92K	0.84%
Sound View Wealth Advisors Group, LLC	109.89K	Mar 31, 26	-4.48K	0.77%
AMERIPRISE FINANCIAL INC	102.32K	Mar 31, 26	+4.70K	0.72%
BROWN BROTHERS HARRIMAN & CO	86.45K	Mar 31, 26	+32.18K	0.61%
Allworth Financial LP	83.58K	Mar 31, 26	+1.60K	0.59%
ROYAL BANK OF CANADA	73.56K	Mar 31, 26	+4.44K	0.52%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	73.45K	Mar 31, 26	+6.47K	0.52%
Cerity Partners LLC	62.34K	Mar 31, 26	--	0.44%
RAYMOND JAMES FINANCIAL INC	60.19K	Mar 31, 26	+2.06K	0.42%
Baird Financial Group, Inc.	56.64K	Mar 31, 26	+3.24K	0.40%
SEI INVESTMENTS CO	51.37K	Mar 31, 26	+2.32K	0.36%
Chevy Chase Trust Holdings, LLC	50.49K	Mar 31, 26	+15.05K	0.35%
Mariner, LLC	45.60K	Mar 31, 26	-23	0.32%
Beacon Pointe Advisors, LLC	45.36K	Mar 31, 26	+45.36K	0.32%
UBS Group AG	42.98K	Mar 31, 26	+18.16K	0.30%
JANE STREET GROUP, LLC	42.22K	Mar 31, 26	+37.82K	0.30%
Creative Planning	38.10K	Mar 31, 26	+5.13K	0.27%
Northwest Bancshares, Inc.	37.97K	Mar 31, 26	--	0.27%
JONES FINANCIAL COMPANIES LLLP	35.82K	Mar 31, 26	+16.51K	0.25%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	34.71K	Mar 31, 26	-170	0.24%
Hirtle Callaghan & Co LLC	30.26K	Mar 31, 26	-10.00K	0.21%
BRADLEY FOSTER & SARGENT INC/CT	29.02K	Mar 31, 26	+662	0.20%
Steward Partners Investment Advisory, LLC	28.43K	Mar 31, 26	-2.60K	0.20%
Johnson Financial Group, Inc.	23.03K	Mar 31, 26	--	0.16%
Koss-Olinger Consulting, LLC	22.04K	Mar 31, 26	--	0.15%
RMB Capital Management, LLC	20.52K	Mar 31, 26	--	0.14%
MERCER GLOBAL ADVISORS INC /ADV	20.00K	Mar 31, 26	+2.25K	0.14%
BROWN ADVISORY INC	18.56K	Mar 31, 26	+2	0.13%
MCF Advisors LLC	17.70K	Mar 31, 26	-1.03K	0.12%
STIFEL FINANCIAL CORP	17.41K	Mar 31, 26	+1.32K	0.12%
ADVISOR GROUP HOLDINGS, INC.	13.98K	Mar 31, 26	+184	0.10%
SILVERCREST ASSET MANAGEMENT GROUP LLC	12.63K	Mar 31, 26	-1.28K	0.09%
SMITH CHAS P & ASSOCIATES PA CPAS	11.84K	Mar 31, 26	--	0.08%
ISLAY CAPITAL MANAGEMENT, LLC	11.30K	Mar 31, 26	+894	0.08%
SOUTH PLAINS FINANCIAL, INC.	10.50K	Mar 31, 26	--	0.07%
Cetera Investment Advisers	10.46K	Mar 31, 26	+2.60K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.26K	Mar 31, 26	+664	0.07%
NORTHERN TRUST CORP	10.21K	Mar 31, 26	--	0.07%
Dana Investment Advisors, Inc.	9.50K	Mar 31, 26	+1.10K	0.07%
Widmann Financial Services, Inc.	9.27K	Mar 31, 26	--	0.07%
FMR LLC	8.28K	Mar 31, 26	-106	0.06%
THRIVENT FINANCIAL FOR LUTHERANS	6.76K	Mar 31, 26	-1.53K	0.05%
Integrated Wealth Concepts LLC	6.40K	Mar 31, 26	+6.40K	0.04%
IHT Wealth Management, LLC	6.31K	Mar 31, 26	+210	0.04%
SMITH, MOORE & CO.	6.16K	Mar 31, 26	+29	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	5.33K	Mar 31, 26	-68	0.04%
Foundations Investment Advisors, LLC	5.32K	Mar 31, 26	-3.64K	0.04%
Independent Advisor Alliance	5.22K	Mar 31, 26	+1.77K	0.04%
NewEdge Advisors, LLC	5.19K	Mar 31, 26	+988	0.04%
Waverly Advisors, LLC	5.17K	Mar 31, 26	--	0.04%
Stratos Wealth Partners, LTD.	4.11K	Mar 31, 26	-138	0.03%
Financial Engines Advisors L.L.C.	3.93K	Mar 31, 26	--	0.03%
MANNING & NAPIER ADVISORS LLC	3.72K	Mar 31, 26	+3.72K	0.03%
Ameritas Advisory Services, LLC	3.62K	Mar 31, 26	-17	0.03%
UMB Bank, n.a.	3.50K	Mar 31, 26	--	0.02%
FARMERS TRUST CO	3.02K	Mar 31, 26	+15	0.02%
Equitable Holdings, Inc.	2.98K	Mar 31, 26	-106	0.02%
Snowden Capital Advisors LLC	2.80K	Mar 31, 26	--	0.02%
PLANNING ALTERNATIVES LTD /ADV	2.57K	Mar 31, 26	-150	0.02%
Coastline Trust Co	2.47K	Mar 31, 26	+2.47K	0.02%
Advisory Services Network, LLC	1.90K	Mar 31, 26	+1.90K	0.01%
Bank Julius Baer & Co. Ltd, Zurich	1.88K	Mar 31, 26	-70	0.01%
HARBOUR INVESTMENTS, INC.	1.30K	Mar 31, 26	+127	0.01%
Glen Eagle Advisors, LLC	1.01K	Mar 31, 26	+5	0.01%
McIlrath & Eck, LLC	643	Mar 31, 26	--	0.00%
Ameritas Investment Partners, Inc.	622	Mar 31, 26	-9	0.00%
JPMORGAN CHASE & CO	431	Mar 31, 26	+232	0.00%
US BANCORP \DE\	416	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	313	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	125	Mar 31, 26	--	0.00%
QUADRANT CAPITAL GROUP LLC	121	Mar 31, 26	+121	0.00%
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-5.75K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-2.43K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-11.66K	--
CAPTRUST FINANCIAL ADVISORS	--	Mar 31, 26	-100.43K	--
COMERICA BANK	31.14K	Dec 31, 25	-388	0.22%
CIBC Private Wealth Group, LLC	2.79K	Dec 31, 25	--	0.02%
COUNTRY CLUB BANK /GFN	71.44K	Sep 30, 25	-13.32K	0.50%
BRASS TAX WEALTH MANAGEMENT, INC	3.50K	Sep 30, 25	--	0.02%
ASSET PLANNING CORPORATION	3.00K	Sep 30, 25	--	0.02%
Pineridge Advisors LLC	463	Sep 30, 25	--	0.00%
WFA Asset Management Corp	294	Sep 30, 25	+6	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-4.06K	--
Exchange Capital Management, Inc.	6.15K	Jun 30, 25	--	0.04%
Atria Wealth Solutions, Inc.	4.79K	Jun 30, 25	+24	0.03%
Tyler-Stone Wealth Management	3.43K	Jun 30, 25	+36	0.02%
Bremer Bank National Association	35.97K	Mar 31, 25	+377	0.25%
Corrigan Financial, Inc.	34.89K	Mar 31, 25	-2.39K	0.25%
Raymond James Financial Services Advisors, Inc.	22.20K	Sep 30, 24	+798	0.16%
RAYMOND JAMES & ASSOCIATES	8.13K	Sep 30, 24	-8	0.06%
Argent Financial Group, Inc.	5.00K	Sep 30, 24	+5.00K	0.04%
GUNN & Co INVESTMENT MANAGEMENT, INC.	--	Sep 30, 24	-12.40K	--
JANICZEK WEALTH MANAGEMENT, LLC	61.23K	Jun 30, 24	+510	0.43%
Cetera Advisor Networks LLC	4.12K	Mar 31, 24	+67	0.03%
FOCUS FINANCIAL NETWORK INC /ADV	8.33K	Dec 31, 23	+8.33K	0.06%
Intercontinental Wealth Advisors, LLC	50.41K	Jun 30, 23	--	0.35%
Domani Wealth, LLC	11.47K	Mar 31, 23	--	0.08%
Sargent Bickham Lagudis LLC	11.31K	Dec 31, 22	--	0.08%
DOWLING & YAHNKE LLC	83.82K	Sep 30, 22	+2.07K	0.59%
Strategic Asset Management, LLC	467	Sep 30, 22	+2	0.00%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	33.26K	Jun 30, 22	--	0.23%
Country Club Trust Company, n.a.	6.35K	Dec 31, 21	--	0.04%
NEXT Financial Group, Inc	285	Dec 31, 21	--	0.00%
Ameritas Investment Company, LLC	4.85K	Sep 30, 21	+35	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	5.51K	Dec 31, 19	--	0.04%
Advisor Group, Inc.	4.11K	Dec 31, 19	+3.10K	0.03%
SUNTRUST BANKS INC	6.27K	Sep 30, 19	--	0.04%
BREMER TRUST NATIONAL ASSOCIATION	38.79K	Dec 31, 18	+38.79K	0.27%
Virtu KCG Holdings LLC	--	Jun 30, 17	-10.17K	--

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Holder

Date

Change

% Held

Fund Evaluation Group, LLC

976.48K

Jun 30, 26

+238.03K

6.86%

CENTRAL TRUST Co

532.26K

Jun 30, 26

-21.05K

3.74%

TRUIST FINANCIAL CORP

335.77K

Jun 30, 26

+63.09K

2.36%

BCM ADVISORS, LLC

229.49K

Jun 30, 26

-7.30K

1.61%

Choate Investment Advisors

207.03K

Jun 30, 26

+43.12K

1.45%

LPL Financial LLC

174.01K

Jun 30, 26

+14.68K

1.22%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

150.82K

Jun 30, 26

-125

1.06%

Sound View Wealth Advisors Group, LLC

97.43K

Jun 30, 26

-12.47K

0.68%

FIFTH THIRD BANCORP

91.72K

Jun 30, 26

-1.41K

0.64%

Allworth Financial LP

83.03K

Jun 30, 26

-543

0.58%

First Bank & Trust

73.97K

Jun 30, 26

-10.80K

0.52%

FIRST NATIONAL BANK OF OMAHA

67.68K

Jun 30, 26

+5.18K

0.48%

DAGCO, INC.

65.00K

Jun 30, 26

0.46%

Savant Capital, LLC

60.54K

Jun 30, 26

-214

0.43%

KEYBANK NATIONAL ASSOCIATION/OH

47.98K

Jun 30, 26

+1.82K

0.34%

ENVESTNET ASSET MANAGEMENT INC

47.79K

Jun 30, 26

+1.20K

0.34%

TRUST CO OF TOLEDO NA /OH/

38.46K

Jun 30, 26

+906

0.27%

MML INVESTORS SERVICES, LLC

34.55K

Jun 30, 26

+4.50K

0.24%

AMARILLO NATIONAL BANK

33.42K

Jun 30, 26

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

30.46K

Jun 30, 26

+28

0.21%

HBK Sorce Advisory LLC

27.12K

Jun 30, 26

+638

0.19%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

25.04K

Jun 30, 26

-46

0.18%

Financial Advisory Corp

24.42K

Jun 30, 26

-2.08K

0.17%

Trust Point Inc.

24.10K

Jun 30, 26

+107

0.17%

HighTower Advisors, LLC

23.15K

Jun 30, 26

-396

0.16%

Johnson Financial Group, Inc.

23.03K

Jun 30, 26

0.16%

Koss-Olinger Consulting, LLC

22.04K

Jun 30, 26

0.15%

Gradient Investments LLC

20.32K

Jun 30, 26

+367

0.14%

MERCER GLOBAL ADVISORS INC /ADV

19.83K

Jun 30, 26

-167

0.14%

Argent Trust Co

19.52K

Jun 30, 26

+793

0.14%

BRYN MAWR TRUST Co

19.50K

Jun 30, 26

0.14%

Hanson & Doremus Investment Management

18.21K

Jun 30, 26

+9.03K

0.13%

Advisor OS, LLC

16.84K

Jun 30, 26

-1.70K

0.12%

Private Advisor Group, LLC

15.50K

Jun 30, 26

+10.85K

0.11%

ALESCO ADVISORS LLC

15.23K

Jun 30, 26

0.11%

Cambridge Investment Research Advisors, Inc.

12.80K

Jun 30, 26

-5

0.09%

Oakworth Capital, Inc.

12.26K

Jun 30, 26

0.09%

POLEN CAPITAL MANAGEMENT LLC

11.87K

Jun 30, 26

-7.00K

0.08%

WESPAC Advisors SoCal, LLC

11.66K

Jun 30, 26

0.08%

MISSION WEALTH MANAGEMENT, LP

11.66K

Jun 30, 26

-1.16K

0.08%

Prospera Financial Services Inc

11.39K

Jun 30, 26

0.08%

Resources Investment Advisors, LLC.

11.04K

Jun 30, 26

0.08%

Kestra Advisory Services, LLC

10.75K

Jun 30, 26

+3.20K

0.08%

Convergence Financial, LLC

10.12K

Jun 30, 26

+5.52K

0.07%

FIRST HAWAIIAN BANK

9.72K

Jun 30, 26

0.07%

Human Investing LLC

9.40K

Jun 30, 26

-208

0.07%

RFG Advisory, LLC

8.78K

Jun 30, 26

0.06%

COURIER CAPITAL LLC

8.74K

Jun 30, 26

-225

0.06%

Security Financial Services, INC.

8.48K

Jun 30, 26

+519

0.06%

Cornerstone Management, Inc.

8.25K

Jun 30, 26

-13

0.06%

AE Wealth Management LLC

8.21K

Jun 30, 26

+292

0.06%

McClarren Financial Advisors, Inc.

8.20K

Jun 30, 26

+380

0.06%

MBE Wealth Management, LLC

8.01K

Jun 30, 26

0.06%

Venture Visionary Partners LLC

7.86K

Jun 30, 26

-875

0.06%

Firestone Capital Management

7.77K

Jun 30, 26

-136

0.05%

FIRETHORN WEALTH PARTNERS, LLC

7.11K

Jun 30, 26

-49

0.05%

WIN ADVISORS, INC

6.96K

Jun 30, 26

-120

0.05%

MJP ASSOCIATES INC /ADV

6.92K

Jun 30, 26

+28

0.05%

Montecito Bank & Trust

6.76K

Jun 30, 26

0.05%

NICOLET BANKSHARES INC

6.67K

Jun 30, 26

0.05%

FOUNDERS GROVE WEALTH PARTNERS, LLC

6.60K

Jun 30, 26

-27

0.05%

Farther Finance Advisors, LLC

6.46K

Jun 30, 26

+6.46K

0.05%

Koshinski Asset Management, Inc.

6.28K

Jun 30, 26

+38

0.04%

Joseph Group Capital Management

6.16K

Jun 30, 26

+1.29K

0.04%

OLD NATIONAL BANCORP /IN/

6.14K

Jun 30, 26

-23.85K

0.04%

Lido Advisors, LLC

6.03K

Jun 30, 26

0.04%

STEPH & CO

5.82K

Jun 30, 26

0.04%

NewEdge Wealth, LLC

5.50K

Jun 30, 26

0.04%

Disciplined Investments, LLC

5.50K

Jun 30, 26

0.04%

Sellwood Consulting LLC

5.43K

Jun 30, 26

-1.25K

0.04%

TOMPKINS FINANCIAL CORP

5.04K

Jun 30, 26

0.04%

Journey Beyond Wealth, LLC

5.03K

Jun 30, 26

+1.59K

0.04%

Heritage Trust Co

5.00K

Jun 30, 26

0.04%

eCIO, Inc.

4.95K

Jun 30, 26

0.03%

Capital Planning LLC

4.94K

Jun 30, 26

0.03%

Sterling Investment Counsel, LLC

4.73K

Jun 30, 26

-141

0.03%

First Financial Bank - Trust Division

4.52K

Jun 30, 26

+356

0.03%

Independence Bank of Kentucky

4.49K

Jun 30, 26

-1.66K

0.03%

Community Financial Services Group, LLC

4.46K

Jun 30, 26

-15

0.03%

WEBSTER BANK, N. A.

4.42K

Jun 30, 26

0.03%

Stratos Wealth Partners, LTD.

4.11K

Jun 30, 26

0.03%

BRIDGES INVESTMENT MANAGEMENT INC

4.07K

Jun 30, 26

0.03%

Sterling Investment Advisors, Ltd.

3.86K

Jun 30, 26

0.03%

Jacobi Capital Management LLC

3.70K

Jun 30, 26

0.03%

Tower Research Capital LLC (TRC)

3.67K

Jun 30, 26

+3.67K

0.03%

STAR Financial Bank

3.65K

Jun 30, 26

0.03%

NATURAL INVESTMENTS, LLC

3.56K

Jun 30, 26

0.03%

GEM Asset Management, LLC

3.47K

Jun 30, 26

-4

0.02%

BECKER CAPITAL MANAGEMENT INC

3.35K

Jun 30, 26

0.02%

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

3.24K

Jun 30, 26

+3.24K

0.02%

Alliance Wealth Advisors, LLC

3.22K

Jun 30, 26

0.02%

SWMG, LLC

3.16K

Jun 30, 26

-68

0.02%

Atria Investments, Inc

3.16K

Jun 30, 26

-68

0.02%

1900 WEALTH MANAGEMENT LLC

3.12K

Jun 30, 26

-510

0.02%

Bank Julius Baer & Co. Ltd, Zurich

3.09K

Jun 30, 26

+1.21K

0.02%

Barnes Wealth Management Group, Inc

3.05K

Jun 30, 26

+91

0.02%

WESBANCO BANK INC

2.98K

Jun 30, 26

-87

0.02%

Naviter Wealth, LLC

2.98K

Jun 30, 26

+90

0.02%

Ramsay, Stattman, Vela & Price, Inc.

2.91K

Jun 30, 26

0.02%

True Link Financial Advisors, LLC

2.87K

Jun 30, 26

+94

0.02%

JOHNSON INVESTMENT COUNSEL INC

2.85K

Jun 30, 26

+10

0.02%

Secure Asset Management, LLC

2.77K

Jun 30, 26

-200

0.02%

PITTENGER & ANDERSON INC

2.77K

Jun 30, 26

0.02%

Banco Santander, S.A.

2.74K

Jun 30, 26

0.02%

GREAT LAKES ADVISORS, LLC

2.60K

Jun 30, 26

+2.60K

0.02%

RMR Wealth Builders

2.50K

Jun 30, 26

+2.50K

0.02%

Calamos Wealth Management LLC

2.50K

Jun 30, 26

+2.50K

0.02%

Acorn Wealth Advisors, LLC

2.45K

Jun 30, 26

+2.45K

0.02%

WBH ADVISORY INC

2.44K

Jun 30, 26

+2.44K

0.02%

VOISARD ASSET MANAGEMENT GROUP, INC.

2.39K

Jun 30, 26

+2.39K

0.02%

PFG Investments, LLC

2.33K

Jun 30, 26

-2.26K

0.02%

Aspect Partners, LLC

2.02K

Jun 30, 26

0.01%

Clearstead Advisors, LLC

2.00K

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

1.99K

Jun 30, 26

-2

0.01%

FINANCIAL CONSULATE, INC

1.98K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

659

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

615

Jun 30, 26

+61

0.00%

Avion Wealth

598

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

550

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

545

Jun 30, 26

-33

0.00%

N.E.W. Advisory Services LLC

421

Jun 30, 26

0.00%

ASSETMARK, INC

418

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

369

Jun 30, 26

0.00%

IFP Advisors, Inc

327

Jun 30, 26

0.00%

MOTCO

315

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

150

Jun 30, 26

+150

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

GoalVest Advisory LLC

Jun 30, 26

+50

0.00%

CITIGROUP INC

Jun 30, 26

+35

0.00%

Tradewinds Capital Management, LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-22

Russell Investments Group, Ltd.

Jun 30, 26

-34

Kovack Advisors, Inc.

Jun 30, 26

-14.68K

Sound Income Strategies, LLC

Jun 30, 26

-1.33K

MORGAN STANLEY

559.23K

Mar 31, 26

+46.79K

3.93%

BANK OF AMERICA CORP /DE/

442.55K

Mar 31, 26

+10.64K

3.11%

Choate Investment Advisors

163.92K

Mar 31, 26

+145.59K

1.15%

WELLS FARGO & COMPANY/MN

163.91K

Mar 31, 26

-5.55K

1.15%

CWM, LLC

158.29K

Mar 31, 26

+10.67K

1.11%

CI Private Wealth, LLC

134.81K

Mar 31, 26

-12.62K

0.95%

Aristotle Capital Management, LLC

125.88K

Mar 31, 26

-5.39K

0.88%

COMMON FUND FOR NONPROFIT ORGANIZATIONS

121.01K

Mar 31, 26

+784

0.85%

COMMERCE BANK

120.14K

Mar 31, 26

-5.92K

0.84%

Sound View Wealth Advisors Group, LLC

109.89K

Mar 31, 26

-4.48K

0.77%

AMERIPRISE FINANCIAL INC

102.32K

Mar 31, 26

+4.70K

0.72%

BROWN BROTHERS HARRIMAN & CO

86.45K

Mar 31, 26

+32.18K

0.61%

Allworth Financial LP

83.58K

Mar 31, 26

+1.60K

0.59%

ROYAL BANK OF CANADA

73.56K

Mar 31, 26

+4.44K

0.52%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

73.45K

Mar 31, 26

+6.47K

0.52%

Cerity Partners LLC

62.34K

Mar 31, 26

0.44%

RAYMOND JAMES FINANCIAL INC

60.19K

Mar 31, 26

+2.06K

0.42%

Baird Financial Group, Inc.

56.64K

Mar 31, 26

+3.24K

0.40%

SEI INVESTMENTS CO

51.37K

Mar 31, 26

+2.32K

0.36%

Chevy Chase Trust Holdings, LLC

50.49K

Mar 31, 26

+15.05K

0.35%

Mariner, LLC

45.60K

Mar 31, 26

-23

0.32%

Beacon Pointe Advisors, LLC

45.36K

Mar 31, 26

+45.36K

0.32%

UBS Group AG

42.98K

Mar 31, 26

+18.16K

0.30%

JANE STREET GROUP, LLC

42.22K

Mar 31, 26

+37.82K

0.30%

Creative Planning

38.10K

Mar 31, 26

+5.13K

0.27%

Northwest Bancshares, Inc.

37.97K

Mar 31, 26

0.27%

JONES FINANCIAL COMPANIES LLLP

35.82K

Mar 31, 26

+16.51K

0.25%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

34.71K

Mar 31, 26

-170

0.24%

Hirtle Callaghan & Co LLC

30.26K

Mar 31, 26

-10.00K

0.21%

BRADLEY FOSTER & SARGENT INC/CT

29.02K

Mar 31, 26

+662

0.20%

Steward Partners Investment Advisory, LLC

28.43K

Mar 31, 26

-2.60K

0.20%

Johnson Financial Group, Inc.

23.03K

Mar 31, 26

0.16%

Koss-Olinger Consulting, LLC

22.04K

Mar 31, 26

0.15%

RMB Capital Management, LLC

20.52K

Mar 31, 26

0.14%

MERCER GLOBAL ADVISORS INC /ADV

20.00K

Mar 31, 26

+2.25K

0.14%

BROWN ADVISORY INC

18.56K

Mar 31, 26

0.13%

MCF Advisors LLC

17.70K

Mar 31, 26

-1.03K

0.12%

STIFEL FINANCIAL CORP

17.41K

Mar 31, 26

+1.32K

0.12%

ADVISOR GROUP HOLDINGS, INC.

13.98K

Mar 31, 26

+184

0.10%

SILVERCREST ASSET MANAGEMENT GROUP LLC

12.63K

Mar 31, 26

-1.28K

0.09%

SMITH CHAS P & ASSOCIATES PA CPAS

11.84K

Mar 31, 26

0.08%

ISLAY CAPITAL MANAGEMENT, LLC

11.30K

Mar 31, 26

+894

0.08%

SOUTH PLAINS FINANCIAL, INC.

10.50K

Mar 31, 26

0.07%

Cetera Investment Advisers

10.46K

Mar 31, 26

+2.60K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.26K

Mar 31, 26

+664

0.07%

NORTHERN TRUST CORP

10.21K

Mar 31, 26

0.07%

Dana Investment Advisors, Inc.

9.50K

Mar 31, 26

+1.10K

0.07%

Widmann Financial Services, Inc.

9.27K

Mar 31, 26

0.07%

FMR LLC

8.28K

Mar 31, 26

-106

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

6.76K

Mar 31, 26

-1.53K

0.05%

Integrated Wealth Concepts LLC

6.40K

Mar 31, 26

+6.40K

0.04%

IHT Wealth Management, LLC

6.31K

Mar 31, 26

+210

0.04%

SMITH, MOORE & CO.

6.16K

Mar 31, 26

+29

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

5.33K

Mar 31, 26

-68

0.04%

Foundations Investment Advisors, LLC

5.32K

Mar 31, 26

-3.64K

0.04%

Independent Advisor Alliance

5.22K

Mar 31, 26

+1.77K

0.04%

NewEdge Advisors, LLC

5.19K

Mar 31, 26

+988

0.04%

Waverly Advisors, LLC

5.17K

Mar 31, 26

0.04%

Stratos Wealth Partners, LTD.

4.11K

Mar 31, 26

-138

0.03%

Financial Engines Advisors L.L.C.

3.93K

Mar 31, 26

0.03%

MANNING & NAPIER ADVISORS LLC

3.72K

Mar 31, 26

+3.72K

0.03%

Ameritas Advisory Services, LLC

3.62K

Mar 31, 26

-17

0.03%

UMB Bank, n.a.

3.50K

Mar 31, 26

0.02%

FARMERS TRUST CO

3.02K

Mar 31, 26

+15

0.02%

Equitable Holdings, Inc.

2.98K

Mar 31, 26

-106

0.02%

Snowden Capital Advisors LLC

2.80K

Mar 31, 26

0.02%

PLANNING ALTERNATIVES LTD /ADV

2.57K

Mar 31, 26

-150

0.02%

Coastline Trust Co

2.47K

Mar 31, 26

+2.47K

0.02%

Advisory Services Network, LLC

1.90K

Mar 31, 26

+1.90K

0.01%

Bank Julius Baer & Co. Ltd, Zurich

1.88K

Mar 31, 26

-70

0.01%

HARBOUR INVESTMENTS, INC.

1.30K

Mar 31, 26

+127

0.01%

Glen Eagle Advisors, LLC

1.01K

Mar 31, 26

0.01%

McIlrath & Eck, LLC

643

Mar 31, 26

0.00%

Ameritas Investment Partners, Inc.

622

Mar 31, 26

-9

0.00%

JPMORGAN CHASE & CO

431

Mar 31, 26

+232

0.00%

US BANCORP \DE\

416

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

313

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

125

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

121

Mar 31, 26

+121

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-5.75K

Coppell Advisory Solutions LLC

Mar 31, 26

-2.43K

CITADEL ADVISORS LLC

Mar 31, 26

-11.66K

CAPTRUST FINANCIAL ADVISORS

Mar 31, 26

-100.43K

COMERICA BANK

31.14K

Dec 31, 25

-388

0.22%

CIBC Private Wealth Group, LLC

2.79K

Dec 31, 25

0.02%

COUNTRY CLUB BANK /GFN

71.44K

Sep 30, 25

-13.32K

0.50%

BRASS TAX WEALTH MANAGEMENT, INC

3.50K

Sep 30, 25

0.02%

ASSET PLANNING CORPORATION

3.00K

Sep 30, 25

0.02%

Pineridge Advisors LLC

463

Sep 30, 25

0.00%

WFA Asset Management Corp

294

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-4.06K

Exchange Capital Management, Inc.

6.15K

Jun 30, 25

0.04%

Atria Wealth Solutions, Inc.

4.79K

Jun 30, 25

+24

0.03%

Tyler-Stone Wealth Management

3.43K

Jun 30, 25

+36

0.02%

Bremer Bank National Association

35.97K

Mar 31, 25

+377

0.25%

Corrigan Financial, Inc.

34.89K

Mar 31, 25

-2.39K

0.25%

Raymond James Financial Services Advisors, Inc.

22.20K

Sep 30, 24

+798

0.16%

RAYMOND JAMES & ASSOCIATES

8.13K

Sep 30, 24

-8

0.06%

Argent Financial Group, Inc.

5.00K

Sep 30, 24

+5.00K

0.04%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-12.40K

JANICZEK WEALTH MANAGEMENT, LLC

61.23K

Jun 30, 24

+510

0.43%

Cetera Advisor Networks LLC

4.12K

Mar 31, 24

+67

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

8.33K

Dec 31, 23

+8.33K

0.06%

Intercontinental Wealth Advisors, LLC

50.41K

Jun 30, 23

0.35%

Domani Wealth, LLC

11.47K

Mar 31, 23

0.08%

Sargent Bickham Lagudis LLC

11.31K

Dec 31, 22

0.08%

DOWLING & YAHNKE LLC

83.82K

Sep 30, 22

+2.07K

0.59%

Strategic Asset Management, LLC

467

Sep 30, 22

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

33.26K

Jun 30, 22

0.23%

Country Club Trust Company, n.a.

6.35K

Dec 31, 21

0.04%

NEXT Financial Group, Inc

285

Dec 31, 21

0.00%

Ameritas Investment Company, LLC

4.85K

Sep 30, 21

+35

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

5.51K

Dec 31, 19

0.04%

Advisor Group, Inc.

4.11K

Dec 31, 19

+3.10K

0.03%

SUNTRUST BANKS INC

6.27K

Sep 30, 19

0.04%

BREMER TRUST NATIONAL ASSOCIATION

38.79K

Dec 31, 18

+38.79K

0.27%

Virtu KCG Holdings LLC

Jun 30, 17

-10.17K