Capital Group Dividend Growers ETF(CGDG)

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Capital Group Dividend Growers ETF(CGDG)

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$38.45—

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CGDG(CGDG)

CGDG

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Institutional Ownership

Top 321 Institutional Holders

Holder	Shares	Date	Change	% Held
Capital International Investors	18.12M	Jun 30, 26	+844.10K	13.39%
LPL Financial LLC	12.88M	Jun 30, 26	+1.49M	9.52%
ENVESTNET ASSET MANAGEMENT INC	12.31M	Jun 30, 26	+1.55M	9.10%
Capital Group Private Client Services, Inc.	6.19M	Jun 30, 26	+256.37K	4.58%
WELLS FARGO & COMPANY/MN	5.84M	Jun 30, 26	+1.43M	4.32%
RAYMOND JAMES FINANCIAL INC	5.14M	Jun 30, 26	+39.15K	3.80%
Cetera Investment Advisers	4.21M	Jun 30, 26	+336.24K	3.11%
MORGAN STANLEY	3.95M	Jun 30, 26	-101.98K	2.92%
Confluence Wealth Services, Inc.	3.25M	Jun 30, 26	+1.20M	2.40%
ROYAL BANK OF CANADA	2.78M	Jun 30, 26	+182.96K	2.06%
COMMONWEALTH EQUITY SERVICES, LLC	2.57M	Jun 30, 26	+237.04K	1.90%
Valmark Advisers, Inc.	2.15M	Jun 30, 26	+70.09K	1.59%
MML INVESTORS SERVICES, LLC	2.01M	Jun 30, 26	+462.87K	1.48%
JONES FINANCIAL COMPANIES LLLP	1.90M	Jun 30, 26	+353.44K	1.41%
Cambridge Investment Research Advisors, Inc.	1.65M	Jun 30, 26	+65.55K	1.22%
SEI INVESTMENTS CO	1.52M	Jun 30, 26	+331.32K	1.12%
ADVISOR GROUP HOLDINGS, INC.	1.45M	Jun 30, 26	+248.70K	1.07%
UBS Group AG	1.25M	Jun 30, 26	+117.47K	0.92%
BENJAMIN EDWARDS INC	1.19M	Jun 30, 26	+269.02K	0.88%
STIFEL FINANCIAL CORP	949.59K	Jun 30, 26	+159.51K	0.70%
Janney Montgomery Scott LLC	908.14K	Jun 30, 26	+154.30K	0.67%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	807.27K	Jun 30, 26	+7.98K	0.60%
WILEY BROS.-AINTREE CAPITAL, LLC	785.30K	Jun 30, 26	+142.81K	0.58%
J. Derek Lewis & Associates Inc.	760.19K	Jun 30, 26	+84.03K	0.56%
ROTHSCHILD INVESTMENT LLC	682.46K	Jun 30, 26	+21.53K	0.50%
ASSETMARK, INC	677.05K	Jun 30, 26	+51.27K	0.50%
Private Advisor Group, LLC	668.07K	Jun 30, 26	-158.42K	0.49%
Compton Financial Group, LLC	642.18K	Jun 30, 26	+342.86K	0.47%
Integrated Wealth Concepts LLC	597.03K	Jun 30, 26	+305.51K	0.44%
Vestmark Advisory Solutions, Inc.	571.60K	Jun 30, 26	+22.97K	0.42%
Onyx Bridge Wealth Group LLC	437.43K	Jun 30, 26	+13.36K	0.32%
Kestra Advisory Services, LLC	427.68K	Jun 30, 26	+110.32K	0.32%
TRUIST FINANCIAL CORP	402.98K	Jun 30, 26	+57.06K	0.30%
NewEdge Advisors, LLC	400.57K	Jun 30, 26	+70.01K	0.30%
Smartleaf Asset Management LLC	397.85K	Jun 30, 26	--	0.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	364.74K	Jun 30, 26	+16.08K	0.27%
HARBOUR INVESTMENTS, INC.	357.25K	Jun 30, 26	-6.94K	0.26%
RM Financial Services, LLC	319.97K	Jun 30, 26	+12.33K	0.24%
Boyer Financial Services, Inc.	316.84K	Jun 30, 26	+19.67K	0.23%
SWEENEY & MICHEL, LLC	282.22K	Jun 30, 26	-3.90K	0.21%
BANK OF AMERICA CORP /DE/	273.86K	Jun 30, 26	+273.86K	0.20%
Brinker Capital Investments, LLC	269.28K	Jun 30, 26	-6.77K	0.20%
CULLEN/FROST BANKERS, INC.	262.72K	Jun 30, 26	+18.14K	0.19%
CAPTRUST FINANCIAL ADVISORS	248.43K	Jun 30, 26	+16.35K	0.18%
Concurrent Investment Advisors, LLC	229.57K	Jun 30, 26	+4.52K	0.17%
Apollon Wealth Management, LLC	227.69K	Jun 30, 26	+40.33K	0.17%
Swisher Financial Concepts, Inc.	220.76K	Jun 30, 26	-1.64K	0.16%
Envestnet Portfolio Solutions, Inc.	218.71K	Jun 30, 26	+31.67K	0.16%
SRS Capital Advisors, Inc.	218.22K	Jun 30, 26	+210.20K	0.16%
Entruity Wealth, LLC	211.73K	Jun 30, 26	-5.11K	0.16%
Advance Capital Management, Inc.	202.65K	Jun 30, 26	-7.98K	0.15%
Merit Financial Group, LLC	193.72K	Jun 30, 26	-8.27K	0.14%
Founders Financial Alliance, LLC	190.20K	Jun 30, 26	+11.30K	0.14%
Stratos Wealth Partners, LTD.	187.59K	Jun 30, 26	+11.51K	0.14%
Baird Financial Group, Inc.	186.76K	Jun 30, 26	+40.15K	0.14%
Gateway Wealth Partners, LLC	182.57K	Jun 30, 26	-87.51K	0.13%
NavPoint Financial, Inc.	182.53K	Jun 30, 26	+21.16K	0.13%
Hopwood Nicholas Hunter	175.69K	Jun 30, 26	+14.00K	0.13%
Equitable Holdings, Inc.	155.02K	Jun 30, 26	+10.10K	0.11%
SILVER OAK SECURITIES, INCORPORATED	151.25K	Jun 30, 26	+28.95K	0.11%
Kingsview Wealth Management, LLC	148.94K	Jun 30, 26	-57.51K	0.11%
PRINCIPAL SECURITIES, INC.	146.70K	Jun 30, 26	+11.70K	0.11%
Ameritas Advisory Services, LLC	144.80K	Jun 30, 26	+54.06K	0.11%
FOUNDERS FINANCIAL SECURITIES LLC	144.35K	Jun 30, 26	-3.95K	0.11%
BlueChip Wealth Advisors LLC	143.98K	Jun 30, 26	+957	0.11%
Steward Partners Investment Advisory, LLC	143.22K	Jun 30, 26	-27.80K	0.11%
JANE STREET GROUP, LLC	142.01K	Jun 30, 26	-1.10M	0.10%
D.A. DAVIDSON & CO.	140.55K	Jun 30, 26	+1.14K	0.10%
CENTAURUS FINANCIAL, INC.	139.76K	Jun 30, 26	+7.01K	0.10%
WealthCare Investment Partners, LLC	139.64K	Jun 30, 26	+477	0.10%
US BANCORP \DE\	130.09K	Jun 30, 26	+19.99K	0.10%
Bleakley Financial Group, LLC	125.24K	Jun 30, 26	+43.61K	0.09%
LongView Wealth Management	120.85K	Jun 30, 26	+3.89K	0.09%
Main Street Financial Solutions, LLC	119.70K	Jun 30, 26	-1.85K	0.09%
Shira Ridge Wealth Management	119.17K	Jun 30, 26	+7.14K	0.09%
BNB Wealth Management, LLC	118.93K	Jun 30, 26	-3.72K	0.09%
Jacobi Capital Management LLC	112.32K	Jun 30, 26	+26.80K	0.08%
Venture Visionary Partners LLC	111.93K	Jun 30, 26	+30.24K	0.08%
UBS ASSET MANAGEMENT AMERICAS INC	110.95K	Jun 30, 26	--	0.08%
DAVENPORT & Co LLC	110.87K	Jun 30, 26	+8.47K	0.08%
STEPHENS INC /AR/	105.25K	Jun 30, 26	-897	0.08%
Pensionmark Financial Group, LLC	94.70K	Jun 30, 26	-598	0.07%
Mayflower Financial Advisors, LLC	94.02K	Jun 30, 26	+664	0.07%
Elequin Securities, LLC	93.70K	Jun 30, 26	+93.70K	0.07%
Betterment LLC	93.49K	Jun 30, 26	+18.00K	0.07%
GREAT VALLEY ADVISOR GROUP, INC.	93.45K	Jun 30, 26	+6.33K	0.07%
FIFTH THIRD BANCORP	90.28K	Jun 30, 26	+3.79K	0.07%
HighPoint Advisor Group LLC	89.48K	Jun 30, 26	+6.71K	0.07%
Cerity Partners LLC	89.47K	Jun 30, 26	+2.55K	0.07%
National Wealth Management Group, LLC	86.14K	Jun 30, 26	-21.95K	0.06%
ENDEAVOR PRIVATE WEALTH, INC.	84.58K	Jun 30, 26	+2.80K	0.06%
PARK AVENUE SECURITIES LLC	82.80K	Jun 30, 26	+23.53K	0.06%
NATIXIS ADVISORS, L.P.	82.13K	Jun 30, 26	+20.36K	0.06%
Mutual Advisors, LLC	81.67K	Jun 30, 26	+36.69K	0.06%
SEAMOUNT FINANCIAL GROUP INC	77.34K	Jun 30, 26	+2.30K	0.06%
Sovran Advisors, LLC	77.15K	Jun 30, 26	+14.41K	0.06%
Patriot Financial Group Insurance Agency, LLC	68.07K	Jun 30, 26	-66.08K	0.05%
Tempus Wealth Planning, LLC	67.78K	Jun 30, 26	+1.64K	0.05%
SAGESPRING WEALTH PARTNERS, LLC	65.06K	Jun 30, 26	+7.73K	0.05%
Trueblood Wealth Management, LLC	64.16K	Jun 30, 26	+2.95K	0.05%
Latitude Advisors, LLC	63.66K	Jun 30, 26	+10.03K	0.05%
MFA Wealth Services	63.41K	Jun 30, 26	-2.25K	0.05%
Global Retirement Partners, LLC	62.82K	Jun 30, 26	+62.82K	0.05%
FLPUTNAM INVESTMENT MANAGEMENT CO	61.51K	Jun 30, 26	+3.42K	0.05%
Allworth Financial LP	59.62K	Jun 30, 26	+15.30K	0.04%
CITADEL ADVISORS LLC	57.40K	Jun 30, 26	-393.92K	0.04%
Nautilus Advisors LLC	55.83K	Jun 30, 26	+261	0.04%
Sigma Planning Corp	55.72K	Jun 30, 26	+14.96K	0.04%
Gladstone Institutional Advisory LLC	55.30K	Jun 30, 26	+222	0.04%
Geneos Wealth Management Inc.	53.75K	Jun 30, 26	+4.29K	0.04%
CWS Financial Advisors, LLC	52.92K	Jun 30, 26	-112	0.04%
Koshinski Asset Management, Inc.	52.10K	Jun 30, 26	+395	0.04%
Blueprint Investment Partners LLC	51.85K	Jun 30, 26	-3.01K	0.04%
Blueprint Financial Advisors LLC	51.45K	Jun 30, 26	-3.27K	0.04%
PFG Advisors	50.56K	Jun 30, 26	+4.48K	0.04%
Capital Analysts, LLC	49.83K	Jun 30, 26	+29.22K	0.04%
RFG Advisory, LLC	49.32K	Jun 30, 26	+1.44K	0.04%
CLG LLC	48.67K	Jun 30, 26	+571	0.04%
Bank of New York Mellon Corp	48.15K	Jun 30, 26	+32.73K	0.04%
Evergreen Wealth Solutions, LLC	46.71K	Jun 30, 26	+28.62K	0.03%
Farther Finance Advisors, LLC	45.32K	Jun 30, 26	+23.47K	0.03%
J.W. COLE ADVISORS, INC.	44.24K	Jun 30, 26	+44.24K	0.03%
GATEWAY INVESTMENT ADVISERS LLC	44.12K	Jun 30, 26	--	0.03%
Capital Investment Management, Inc.	44.04K	Jun 30, 26	+9.79K	0.03%
HighTower Advisors, LLC	43.53K	Jun 30, 26	+3.93K	0.03%
Prospera Financial Services Inc	43.27K	Jun 30, 26	+353	0.03%
QTR Family Wealth, LLC	42.87K	Jun 30, 26	+3.36K	0.03%
Bare Financial Services, Inc	41.78K	Jun 30, 26	--	0.03%
LifeGoal Wealth Advisors	40.78K	Jun 30, 26	-2.81K	0.03%
Aspire Growth Partners LLC	39.35K	Jun 30, 26	+7.32K	0.03%
Blom & Howell Financial Planning, Inc.	38.96K	Jun 30, 26	+13.85K	0.03%
Roehl & Yi Investment Advisors, LLC	37.98K	Jun 30, 26	+1.84K	0.03%
Lantern Wealth Advisors, LLC	37.31K	Jun 30, 26	+6.48K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	37.11K	Jun 30, 26	+2.84K	0.03%
WEDBUSH SECURITIES INC	36.99K	Jun 30, 26	+6	0.03%
R2 Capital Strategies, LLC	36.59K	Jun 30, 26	+36.59K	0.03%
Gerber Kawasaki Wealth & Investment Management	36.05K	Jun 30, 26	-1.53K	0.03%
Transamerica Financial Advisors, Inc.	35.85K	Jun 30, 26	+6.80K	0.03%
Merited Wealth, LLC	35.85K	Jun 30, 26	-52.26K	0.03%
GTS SECURITIES LLC	35.56K	Jun 30, 26	+28.08K	0.03%
VICUS CAPITAL	35.44K	Jun 30, 26	+7.71K	0.03%
Lincoln Capital LLC	34.50K	Jun 30, 26	+12.05K	0.03%
Astoria Portfolio Advisors LLC.	33.65K	Jun 30, 26	+8.82K	0.02%
Sanctuary Advisors, LLC	33.14K	Jun 30, 26	+1.24K	0.02%
Simplicity Wealth,LLC	33.09K	Jun 30, 26	-22	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	32.52K	Jun 30, 26	+1.54K	0.02%
Rockefeller Capital Management L.P.	32.34K	Jun 30, 26	+9.70K	0.02%
Summit Financial, LLC	31.77K	Jun 30, 26	-1	0.02%
AI Financial Services LLC	31.26K	Jun 30, 26	+258	0.02%
PERRYMAN FINANCIAL ADVISORY INC /AD	31.09K	Jun 30, 26	+2.72K	0.02%
Dynamic Advisor Solutions LLC	29.76K	Jun 30, 26	-317	0.02%
D. E. Shaw & Co., Inc.	29.54K	Jun 30, 26	+14.95K	0.02%
JPMORGAN CHASE & CO	29.33K	Jun 30, 26	+4.71K	0.02%
Financial Council Asset Management Inc	29.01K	Jun 30, 26	+8.66K	0.02%
Atria Investments, Inc	27.77K	Jun 30, 26	+8.85K	0.02%
M.E. ALLISON & CO., INC.	27.36K	Jun 30, 26	+6.46K	0.02%
Security Financial Services, INC.	26.28K	Jun 30, 26	+589	0.02%
Ausdal Financial Partners, Inc.	26.23K	Jun 30, 26	+1.37K	0.02%
PRIVATE CLIENT SERVICES, LLC	26.22K	Jun 30, 26	+17.09K	0.02%
Advyzon Investment Management, LLC	25.52K	Jun 30, 26	+2.44K	0.02%
IFP Advisors, Inc	24.58K	Jun 30, 26	+10.28K	0.02%
GWN SECURITIES INC.	24.39K	Jun 30, 26	+2.00K	0.02%
Snowden Capital Advisors LLC	24.04K	Jun 30, 26	+7.66K	0.02%
Westside Investment Management, Inc.	23.61K	Jun 30, 26	+4.33K	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	22.35K	Jun 30, 26	+354	0.02%
Summit Global Investments	22.08K	Jun 30, 26	+4.63K	0.02%
AQR CAPITAL MANAGEMENT LLC	21.14K	Jun 30, 26	-1.25K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	20.40K	Jun 30, 26	-27	0.02%
Diversify Advisory Services, LLC	20.40K	Jun 30, 26	+20.40K	0.02%
Vantus Wealth LLC	19.57K	Jun 30, 26	+19.57K	0.01%
Mariner, LLC	19.18K	Jun 30, 26	-17.51K	0.01%
Gutierrez Wealth Advisory, LLC	19.17K	Jun 30, 26	+106	0.01%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	18.82K	Jun 30, 26	+5.43K	0.01%
January Capital Advisors LLC	18.78K	Jun 30, 26	+54	0.01%
Junk Investment Group, LLC	18.46K	Jun 30, 26	+5	0.01%
Synergy Investment Management, LLC	18.39K	Jun 30, 26	--	0.01%
Mesirow Financial Investment Management, Inc.	18.17K	Jun 30, 26	+55	0.01%
IFG Advisory, LLC	18.14K	Jun 30, 26	+18.14K	0.01%
PRIVATE TRUST CO NA	18.13K	Jun 30, 26	-552	0.01%
Resources Investment Advisors, LLC.	18.01K	Jun 30, 26	+1	0.01%
Savant Capital, LLC	17.92K	Jun 30, 26	+17.92K	0.01%
Regal Investment Advisors LLC	17.47K	Jun 30, 26	+2.83K	0.01%
VestGen Advisors, LLC	17.01K	Jun 30, 26	-26	0.01%
SITTNER & NELSON, LLC	16.34K	Jun 30, 26	+5.59K	0.01%
Sowell Financial Services LLC	15.41K	Jun 30, 26	-2.44K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	15.11K	Jun 30, 26	+525	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.00K	Jun 30, 26	-165	0.01%
Beacon Financial Advisory LLC	14.70K	Jun 30, 26	+4.29K	0.01%
Continuum Advisory, LLC	14.64K	Jun 30, 26	-659	0.01%
IHT Wealth Management, LLC	14.63K	Jun 30, 26	+51	0.01%
Intrua Financial, LLC	14.21K	Jun 30, 26	-33	0.01%
Lodestone Wealth Management LLC	13.91K	Jun 30, 26	-1.64K	0.01%
First Heartland Consultants, Inc.	13.88K	Jun 30, 26	+994	0.01%
Trinity Wealth Management, LLC	13.40K	Jun 30, 26	+271	0.01%
Perigon Wealth Management, LLC	13.38K	Jun 30, 26	+2.22K	0.01%
PUFF WEALTH MANAGEMENT, LLC	13.29K	Jun 30, 26	+13.29K	0.01%
Berger Financial Group, Inc	13.18K	Jun 30, 26	+21	0.01%
Capital Investment Advisory Services, LLC	12.88K	Jun 30, 26	+12.88K	0.01%
Parsonex Advisory Services, Inc.	12.85K	Jun 30, 26	--	0.01%
MSH Capital Advisors LLC	12.04K	Jun 30, 26	+1.74K	0.01%
Visionary Wealth Advisors	11.92K	Jun 30, 26	+1.00K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	11.83K	Jun 30, 26	-481	0.01%
Hanlon Investment Management, Inc.	11.56K	Jun 30, 26	+1.04K	0.01%
SUMMIT WEALTH GROUP LLC / CO	11.50K	Jun 30, 26	+350	0.01%
TITLEIST ASSET MANAGEMENT, LLC	10.65K	Jun 30, 26	-428	0.01%
Vise Technologies, Inc.	10.62K	Jun 30, 26	+3.62K	0.01%
Saxony Capital Management, LLC	10.43K	Jun 30, 26	+175	0.01%
LANGLEY WEALTH MANAGEMENT, LLC	9.86K	Jun 30, 26	+9.86K	0.01%
Summit Investment Advisory Services, LLC	9.81K	Jun 30, 26	+13	0.01%
Carson Advisory Inc.	9.51K	Jun 30, 26	+314	0.01%
Professional Financial Advisors, LLC	9.43K	Jun 30, 26	+9.43K	0.01%
StoneX Group Inc.	9.41K	Jun 30, 26	+9.41K	0.01%
Leo H. Evart, Inc.	9.16K	Jun 30, 26	+1.33K	0.01%
Brookwood Investment Group LLC	9.16K	Jun 30, 26	+9.16K	0.01%
RICHARDS, MERRILL & PETERSON, INC.	9.10K	Jun 30, 26	+900	0.01%
Ascent Group, LLC	9.04K	Jun 30, 26	+680	0.01%
FLOW TRADERS U.S. LLC	8.98K	Jun 30, 26	+8.98K	0.01%
AMERIFLEX GROUP, INC.	8.94K	Jun 30, 26	+179	0.01%
Balboa Wealth Partners	8.70K	Jun 30, 26	-1.04K	0.01%
Bond & Devick Financial Network, Inc.	8.07K	Jun 30, 26	-269	0.01%
Whelan Financial	8.00K	Jun 30, 26	--	0.01%
Armstrong, Fleming & Moore, Inc	7.60K	Jun 30, 26	+1.52K	0.01%
Sunrise Financial Services, LLC	7.45K	Jun 30, 26	+677	0.01%
Keystone Financial Group	7.39K	Jun 30, 26	+7.39K	0.01%
Ascension Capital Advisors, Inc.	7.35K	Jun 30, 26	--	0.01%
BlackRock, Inc.	7.29K	Jun 30, 26	+7.29K	0.01%
Strategic Blueprint, LLC	7.23K	Jun 30, 26	--	0.01%
Wealthcare Advisory Partners LLC	7.17K	Jun 30, 26	+16	0.01%
Harpswell Capital Advisors, LLC	7.00K	Jun 30, 26	--	0.01%
Cornerstone Wealth Management, LLC	6.72K	Jun 30, 26	+3	0.00%
Arkadios Wealth Advisors	6.63K	Jun 30, 26	-83.24K	0.00%
TCFG Investment Advisors, LLC	6.44K	Jun 30, 26	+6.44K	0.00%
Kovack Advisors, Inc.	6.43K	Jun 30, 26	+262	0.00%
FLORIDA FINANCIAL ADVISORS, LLC	6.38K	Jun 30, 26	+6.38K	0.00%
OPPENHEIMER & CO INC	6.37K	Jun 30, 26	+606	0.00%
Wealthcare Capital Partners, LLC	6.23K	Jun 30, 26	+6.23K	0.00%
XTX Topco Ltd	6.23K	Jun 30, 26	-294	0.00%
Belpointe Asset Management LLC	6.17K	Jun 30, 26	+6.17K	0.00%
Vigil Wealth Management, LLC	6.13K	Jun 30, 26	--	0.00%
TCP Asset Management, LLC	6.03K	Jun 30, 26	--	0.00%
SILVERLAKE WEALTH MANAGEMENT LLC	5.98K	Jun 30, 26	+5	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.92K	Jun 30, 26	+269	0.00%
Synergy Financial Group, LTD	5.88K	Jun 30, 26	--	0.00%
MGO ONE SEVEN LLC	5.88K	Jun 30, 26	+12	0.00%
Stonebridge Financial Group, LLC / MO	5.88K	Jun 30, 26	--	0.00%
Kerntke Otto McGlone Wealth Management Group	5.85K	Jun 30, 26	+242	0.00%
VICTORY FINANCIAL GROUP, LLC	5.78K	Jun 30, 26	+5.78K	0.00%
Fourth Dimension Wealth, LLC	5.52K	Jun 30, 26	-1.30K	0.00%
EverSource Wealth Advisors, LLC	4.79K	Jun 30, 26	+8	0.00%
Larson Financial Group LLC	3.65K	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	3.32K	Jun 30, 26	+3.32K	0.00%
AdvisorNet Financial, Inc	3.26K	Jun 30, 26	+2.21K	0.00%
GAMMA Investing LLC	3.18K	Jun 30, 26	+3.18K	0.00%
NBC SECURITIES, INC.	3.17K	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	3.13K	Jun 30, 26	+54	0.00%
Strategic Investment Solutions, Inc. /IL	2.64K	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	2.54K	Jun 30, 26	+2.54K	0.00%
Medallion Wealth Advisors, LLC	1.84K	Jun 30, 26	-39	0.00%
CX Institutional	1.74K	Jun 30, 26	+952	0.00%
Pinnacle Bancorp, Inc.	1.40K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.34K	Jun 30, 26	+1.34K	0.00%
ARVEST INVESTMENTS, INC.	1.33K	Jun 30, 26	--	0.00%
FMR LLC	910	Jun 30, 26	+223	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	755	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	748	Jun 30, 26	+700	0.00%
StrongBox Wealth, LLC	680	Jun 30, 26	+680	0.00%
MERCER GLOBAL ADVISORS INC /ADV	500	Jun 30, 26	+500	0.00%
Cape Investment Advisory, Inc.	450	Jun 30, 26	+450	0.00%
JPL Wealth Management, LLC	442	Jun 30, 26	+442	0.00%
Founders Capital Management	400	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	384	Jun 30, 26	+384	0.00%
Spire Wealth Management	372	Jun 30, 26	+98	0.00%
MPWM ADVISORY SOLUTIONS, LLC	262	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	257	Jun 30, 26	--	0.00%
VIMA LLC	200	Jun 30, 26	+200	0.00%
CENTRAL TRUST Co	137	Jun 30, 26	--	0.00%
Rossby Financial, LCC	125	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	78	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	59	Jun 30, 26	+59	0.00%
Trust Co	30	Jun 30, 26	+30	0.00%
Key FInancial Inc	28	Jun 30, 26	+28	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-3.52K	--
MOTCO	--	Jun 30, 26	-1.41K	--
RPS ADVISORY SOLUTIONS LLC	--	Jun 30, 26	-17.47K	--
CONTINENTAL INVESTORS SERVICES, INC.	--	Jun 30, 26	-11.30K	--
WealthSpring Partners, LLC	--	Jun 30, 26	-22.90K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-338.37K	--
CVA Family Office, LLC	--	Jun 30, 26	-355	--
Financial Life Planners	--	Jun 30, 26	-86	--
AE Wealth Management LLC	--	Jun 30, 26	-11.41K	--
POM Investment Strategies, LLC	--	Jun 30, 26	-484	--
Quadrature Capital Ltd	--	Jun 30, 26	-61.95K	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-67	--
Independent Advisor Alliance	--	Jun 30, 26	-116.58K	--
Advisory Services Network, LLC	--	Jun 30, 26	-4.67K	--
SFG Wealth Management, LLC.	--	Jun 30, 26	-47.95K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-16.20K	--
MASSMUTUAL TRUST CO FSB/ADV	--	Jun 30, 26	-157	--
U.S. Capital Wealth Advisors, LLC	189.80K	Mar 31, 26	+16.78K	0.14%
EXENCIAL WEALTH ADVISORS, LLC	18.49K	Mar 31, 26	+3.65K	0.01%
Signature Wealth Management Group	17.39K	Mar 31, 26	-688	0.01%
CWM, LLC	5.65K	Mar 31, 26	+347	0.00%
Sunbelt Securities, Inc.	2.70K	Mar 31, 26	+398	0.00%
Financial Gravity Asset Management, Inc.	885	Mar 31, 26	--	0.00%
COMERICA BANK	75.21K	Dec 31, 25	+6.04K	0.06%
ORG Partners LLC	24.00K	Dec 31, 25	+6.50K	0.02%
CIBC Private Wealth Group, LLC	696	Dec 31, 25	--	0.00%
OAK HILL WEALTH ADVISORS, LLC	79.46K	Sep 30, 25	+19.89K	0.06%
Moloney Securities Asset Management, LLC	20.20K	Sep 30, 25	+874	0.01%
AVANTAX ADVISORY SERVICES, INC.	295.66K	Jun 30, 25	+216.72K	0.22%
Atria Wealth Solutions, Inc.	51.82K	Jun 30, 25	-66.63K	0.04%
First Horizon Advisors, Inc.	748	Jun 30, 25	+131	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-889	--
Orion Portfolio Solutions, LLC	137.49K	Mar 31, 25	+15.62K	0.10%
Raymond James Financial Services Advisors, Inc.	238.42K	Sep 30, 24	+100.92K	0.18%
RAYMOND JAMES & ASSOCIATES	209.91K	Sep 30, 24	+68.57K	0.16%
BENJAMIN F. EDWARDS & COMPANY, INC.	96.18K	Jun 30, 24	+37.78K	0.07%
ICA Group Wealth Management, LLC	50	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	29.33K	Mar 31, 24	+29.33K	0.02%
Cetera Advisors LLC	8.78K	Mar 31, 24	+8.78K	0.01%
Retirement Group, LLC	61	Mar 31, 24	--	0.00%

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Holder

Date

Change

% Held

Capital International Investors

18.12M

Jun 30, 26

+844.10K

13.39%

LPL Financial LLC

12.88M

Jun 30, 26

+1.49M

9.52%

ENVESTNET ASSET MANAGEMENT INC

12.31M

Jun 30, 26

+1.55M

9.10%

Capital Group Private Client Services, Inc.

6.19M

Jun 30, 26

+256.37K

4.58%

WELLS FARGO & COMPANY/MN

5.84M

Jun 30, 26

+1.43M

4.32%

RAYMOND JAMES FINANCIAL INC

5.14M

Jun 30, 26

+39.15K

3.80%

Cetera Investment Advisers

4.21M

Jun 30, 26

+336.24K

3.11%

MORGAN STANLEY

3.95M

Jun 30, 26

-101.98K

2.92%

Confluence Wealth Services, Inc.

3.25M

Jun 30, 26

+1.20M

2.40%

ROYAL BANK OF CANADA

2.78M

Jun 30, 26

+182.96K

2.06%

COMMONWEALTH EQUITY SERVICES, LLC

2.57M

Jun 30, 26

+237.04K

1.90%

Valmark Advisers, Inc.

2.15M

Jun 30, 26

+70.09K

1.59%

MML INVESTORS SERVICES, LLC

2.01M

Jun 30, 26

+462.87K

1.48%

JONES FINANCIAL COMPANIES LLLP

1.90M

Jun 30, 26

+353.44K

1.41%

Cambridge Investment Research Advisors, Inc.

1.65M

Jun 30, 26

+65.55K

1.22%

SEI INVESTMENTS CO

1.52M

Jun 30, 26

+331.32K

1.12%

ADVISOR GROUP HOLDINGS, INC.

1.45M

Jun 30, 26

+248.70K

1.07%

UBS Group AG

1.25M

Jun 30, 26

+117.47K

0.92%

BENJAMIN EDWARDS INC

1.19M

Jun 30, 26

+269.02K

0.88%

STIFEL FINANCIAL CORP

949.59K

Jun 30, 26

+159.51K

0.70%

Janney Montgomery Scott LLC

908.14K

Jun 30, 26

+154.30K

0.67%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

807.27K

Jun 30, 26

+7.98K

0.60%

WILEY BROS.-AINTREE CAPITAL, LLC

785.30K

Jun 30, 26

+142.81K

0.58%

J. Derek Lewis & Associates Inc.

760.19K

Jun 30, 26

+84.03K

0.56%

ROTHSCHILD INVESTMENT LLC

682.46K

Jun 30, 26

+21.53K

0.50%

ASSETMARK, INC

677.05K

Jun 30, 26

+51.27K

0.50%

Private Advisor Group, LLC

668.07K

Jun 30, 26

-158.42K

0.49%

Compton Financial Group, LLC

642.18K

Jun 30, 26

+342.86K

0.47%

Integrated Wealth Concepts LLC

597.03K

Jun 30, 26

+305.51K

0.44%

Vestmark Advisory Solutions, Inc.

571.60K

Jun 30, 26

+22.97K

0.42%

Onyx Bridge Wealth Group LLC

437.43K

Jun 30, 26

+13.36K

0.32%

Kestra Advisory Services, LLC

427.68K

Jun 30, 26

+110.32K

0.32%

TRUIST FINANCIAL CORP

402.98K

Jun 30, 26

+57.06K

0.30%

NewEdge Advisors, LLC

400.57K

Jun 30, 26

+70.01K

0.30%

Smartleaf Asset Management LLC

397.85K

Jun 30, 26

0.29%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

364.74K

Jun 30, 26

+16.08K

0.27%

HARBOUR INVESTMENTS, INC.

357.25K

Jun 30, 26

-6.94K

0.26%

RM Financial Services, LLC

319.97K

Jun 30, 26

+12.33K

0.24%

Boyer Financial Services, Inc.

316.84K

Jun 30, 26

+19.67K

0.23%

SWEENEY & MICHEL, LLC

282.22K

Jun 30, 26

-3.90K

0.21%

BANK OF AMERICA CORP /DE/

273.86K

Jun 30, 26

+273.86K

0.20%

Brinker Capital Investments, LLC

269.28K

Jun 30, 26

-6.77K

0.20%

CULLEN/FROST BANKERS, INC.

262.72K

Jun 30, 26

+18.14K

0.19%

CAPTRUST FINANCIAL ADVISORS

248.43K

Jun 30, 26

+16.35K

0.18%

Concurrent Investment Advisors, LLC

229.57K

Jun 30, 26

+4.52K

0.17%

Apollon Wealth Management, LLC

227.69K

Jun 30, 26

+40.33K

0.17%

Swisher Financial Concepts, Inc.

220.76K

Jun 30, 26

-1.64K

0.16%

Envestnet Portfolio Solutions, Inc.

218.71K

Jun 30, 26

+31.67K

0.16%

SRS Capital Advisors, Inc.

218.22K

Jun 30, 26

+210.20K

0.16%

Entruity Wealth, LLC

211.73K

Jun 30, 26

-5.11K

0.16%

Advance Capital Management, Inc.

202.65K

Jun 30, 26

-7.98K

0.15%

Merit Financial Group, LLC

193.72K

Jun 30, 26

-8.27K

0.14%

Founders Financial Alliance, LLC

190.20K

Jun 30, 26

+11.30K

0.14%

Stratos Wealth Partners, LTD.

187.59K

Jun 30, 26

+11.51K

0.14%

Baird Financial Group, Inc.

186.76K

Jun 30, 26

+40.15K

0.14%

Gateway Wealth Partners, LLC

182.57K

Jun 30, 26

-87.51K

0.13%

NavPoint Financial, Inc.

182.53K

Jun 30, 26

+21.16K

0.13%

Hopwood Nicholas Hunter

175.69K

Jun 30, 26

+14.00K

0.13%

Equitable Holdings, Inc.

155.02K

Jun 30, 26

+10.10K

0.11%

SILVER OAK SECURITIES, INCORPORATED

151.25K

Jun 30, 26

+28.95K

0.11%

Kingsview Wealth Management, LLC

148.94K

Jun 30, 26

-57.51K

0.11%

PRINCIPAL SECURITIES, INC.

146.70K

Jun 30, 26

+11.70K

0.11%

Ameritas Advisory Services, LLC

144.80K

Jun 30, 26

+54.06K

0.11%

FOUNDERS FINANCIAL SECURITIES LLC

144.35K

Jun 30, 26

-3.95K

0.11%

BlueChip Wealth Advisors LLC

143.98K

Jun 30, 26

+957

0.11%

Steward Partners Investment Advisory, LLC

143.22K

Jun 30, 26

-27.80K

0.11%

JANE STREET GROUP, LLC

142.01K

Jun 30, 26

-1.10M

0.10%

D.A. DAVIDSON & CO.

140.55K

Jun 30, 26

+1.14K

0.10%

CENTAURUS FINANCIAL, INC.

139.76K

Jun 30, 26

+7.01K

0.10%

WealthCare Investment Partners, LLC

139.64K

Jun 30, 26

+477

0.10%

US BANCORP \DE\

130.09K

Jun 30, 26

+19.99K

0.10%

Bleakley Financial Group, LLC

125.24K

Jun 30, 26

+43.61K

0.09%

LongView Wealth Management

120.85K

Jun 30, 26

+3.89K

0.09%

Main Street Financial Solutions, LLC

119.70K

Jun 30, 26

-1.85K

0.09%

Shira Ridge Wealth Management

119.17K

Jun 30, 26

+7.14K

0.09%

BNB Wealth Management, LLC

118.93K

Jun 30, 26

-3.72K

0.09%

Jacobi Capital Management LLC

112.32K

Jun 30, 26

+26.80K

0.08%

Venture Visionary Partners LLC

111.93K

Jun 30, 26

+30.24K

0.08%

UBS ASSET MANAGEMENT AMERICAS INC

110.95K

Jun 30, 26

0.08%

DAVENPORT & Co LLC

110.87K

Jun 30, 26

+8.47K

0.08%

STEPHENS INC /AR/

105.25K

Jun 30, 26

-897

0.08%

Pensionmark Financial Group, LLC

94.70K

Jun 30, 26

-598

0.07%

Mayflower Financial Advisors, LLC

94.02K

Jun 30, 26

+664

0.07%

Elequin Securities, LLC

93.70K

Jun 30, 26

+93.70K

0.07%

Betterment LLC

93.49K

Jun 30, 26

+18.00K

0.07%

GREAT VALLEY ADVISOR GROUP, INC.

93.45K

Jun 30, 26

+6.33K

0.07%

FIFTH THIRD BANCORP

90.28K

Jun 30, 26

+3.79K

0.07%

HighPoint Advisor Group LLC

89.48K

Jun 30, 26

+6.71K

0.07%

Cerity Partners LLC

89.47K

Jun 30, 26

+2.55K

0.07%

National Wealth Management Group, LLC

86.14K

Jun 30, 26

-21.95K

0.06%

ENDEAVOR PRIVATE WEALTH, INC.

84.58K

Jun 30, 26

+2.80K

0.06%

PARK AVENUE SECURITIES LLC

82.80K

Jun 30, 26

+23.53K

0.06%

NATIXIS ADVISORS, L.P.

82.13K

Jun 30, 26

+20.36K

0.06%

Mutual Advisors, LLC

81.67K

Jun 30, 26

+36.69K

0.06%

SEAMOUNT FINANCIAL GROUP INC

77.34K

Jun 30, 26

+2.30K

0.06%

Sovran Advisors, LLC

77.15K

Jun 30, 26

+14.41K

0.06%

Patriot Financial Group Insurance Agency, LLC

68.07K

Jun 30, 26

-66.08K

0.05%

Tempus Wealth Planning, LLC

67.78K

Jun 30, 26

+1.64K

0.05%

SAGESPRING WEALTH PARTNERS, LLC

65.06K

Jun 30, 26

+7.73K

0.05%

Trueblood Wealth Management, LLC

64.16K

Jun 30, 26

+2.95K

0.05%

Latitude Advisors, LLC

63.66K

Jun 30, 26

+10.03K

0.05%

MFA Wealth Services

63.41K

Jun 30, 26

-2.25K

0.05%

Global Retirement Partners, LLC

62.82K

Jun 30, 26

+62.82K

0.05%

FLPUTNAM INVESTMENT MANAGEMENT CO

61.51K

Jun 30, 26

+3.42K

0.05%

Allworth Financial LP

59.62K

Jun 30, 26

+15.30K

0.04%

CITADEL ADVISORS LLC

57.40K

Jun 30, 26

-393.92K

0.04%

Nautilus Advisors LLC

55.83K

Jun 30, 26

+261

0.04%

Sigma Planning Corp

55.72K

Jun 30, 26

+14.96K

0.04%

Gladstone Institutional Advisory LLC

55.30K

Jun 30, 26

+222

0.04%

Geneos Wealth Management Inc.

53.75K

Jun 30, 26

+4.29K

0.04%

CWS Financial Advisors, LLC

52.92K

Jun 30, 26

-112

0.04%

Koshinski Asset Management, Inc.

52.10K

Jun 30, 26

+395

0.04%

Blueprint Investment Partners LLC

51.85K

Jun 30, 26

-3.01K

0.04%

Blueprint Financial Advisors LLC

51.45K

Jun 30, 26

-3.27K

0.04%

PFG Advisors

50.56K

Jun 30, 26

+4.48K

0.04%

Capital Analysts, LLC

49.83K

Jun 30, 26

+29.22K

0.04%

RFG Advisory, LLC

49.32K

Jun 30, 26

+1.44K

0.04%

CLG LLC

48.67K

Jun 30, 26

+571

0.04%

Bank of New York Mellon Corp

48.15K

Jun 30, 26

+32.73K

0.04%

Evergreen Wealth Solutions, LLC

46.71K

Jun 30, 26

+28.62K

0.03%

Farther Finance Advisors, LLC

45.32K

Jun 30, 26

+23.47K

0.03%

J.W. COLE ADVISORS, INC.

44.24K

Jun 30, 26

+44.24K

0.03%

GATEWAY INVESTMENT ADVISERS LLC

44.12K

Jun 30, 26

0.03%

Capital Investment Management, Inc.

44.04K

Jun 30, 26

+9.79K

0.03%

HighTower Advisors, LLC

43.53K

Jun 30, 26

+3.93K

0.03%

Prospera Financial Services Inc

43.27K

Jun 30, 26

+353

0.03%

QTR Family Wealth, LLC

42.87K

Jun 30, 26

+3.36K

0.03%

Bare Financial Services, Inc

41.78K

Jun 30, 26

0.03%

LifeGoal Wealth Advisors

40.78K

Jun 30, 26

-2.81K

0.03%

Aspire Growth Partners LLC

39.35K

Jun 30, 26

+7.32K

0.03%

Blom & Howell Financial Planning, Inc.

38.96K

Jun 30, 26

+13.85K

0.03%

Roehl & Yi Investment Advisors, LLC

37.98K

Jun 30, 26

+1.84K

0.03%

Lantern Wealth Advisors, LLC

37.31K

Jun 30, 26

+6.48K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

37.11K

Jun 30, 26

+2.84K

0.03%

WEDBUSH SECURITIES INC

36.99K

Jun 30, 26

0.03%

R2 Capital Strategies, LLC

36.59K

Jun 30, 26

+36.59K

0.03%

Gerber Kawasaki Wealth & Investment Management

36.05K

Jun 30, 26

-1.53K

0.03%

Transamerica Financial Advisors, Inc.

35.85K

Jun 30, 26

+6.80K

0.03%

Merited Wealth, LLC

35.85K

Jun 30, 26

-52.26K

0.03%

GTS SECURITIES LLC

35.56K

Jun 30, 26

+28.08K

0.03%

VICUS CAPITAL

35.44K

Jun 30, 26

+7.71K

0.03%

Lincoln Capital LLC

34.50K

Jun 30, 26

+12.05K

0.03%

Astoria Portfolio Advisors LLC.

33.65K

Jun 30, 26

+8.82K

0.02%

Sanctuary Advisors, LLC

33.14K

Jun 30, 26

+1.24K

0.02%

Simplicity Wealth,LLC

33.09K

Jun 30, 26

-22

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

32.52K

Jun 30, 26

+1.54K

0.02%

Rockefeller Capital Management L.P.

32.34K

Jun 30, 26

+9.70K

0.02%

Summit Financial, LLC

31.77K

Jun 30, 26

-1

0.02%

AI Financial Services LLC

31.26K

Jun 30, 26

+258

0.02%

PERRYMAN FINANCIAL ADVISORY INC /AD

31.09K

Jun 30, 26

+2.72K

0.02%

Dynamic Advisor Solutions LLC

29.76K

Jun 30, 26

-317

0.02%

D. E. Shaw & Co., Inc.

29.54K

Jun 30, 26

+14.95K

0.02%

JPMORGAN CHASE & CO

29.33K

Jun 30, 26

+4.71K

0.02%

Financial Council Asset Management Inc

29.01K

Jun 30, 26

+8.66K

0.02%

Atria Investments, Inc

27.77K

Jun 30, 26

+8.85K

0.02%

M.E. ALLISON & CO., INC.

27.36K

Jun 30, 26

+6.46K

0.02%

Security Financial Services, INC.

26.28K

Jun 30, 26

+589

0.02%

Ausdal Financial Partners, Inc.

26.23K

Jun 30, 26

+1.37K

0.02%

PRIVATE CLIENT SERVICES, LLC

26.22K

Jun 30, 26

+17.09K

0.02%

Advyzon Investment Management, LLC

25.52K

Jun 30, 26

+2.44K

0.02%

IFP Advisors, Inc

24.58K

Jun 30, 26

+10.28K

0.02%

GWN SECURITIES INC.

24.39K

Jun 30, 26

+2.00K

0.02%

Snowden Capital Advisors LLC

24.04K

Jun 30, 26

+7.66K

0.02%

Westside Investment Management, Inc.

23.61K

Jun 30, 26

+4.33K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

22.35K

Jun 30, 26

+354

0.02%

Summit Global Investments

22.08K

Jun 30, 26

+4.63K

0.02%

AQR CAPITAL MANAGEMENT LLC

21.14K

Jun 30, 26

-1.25K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

20.40K

Jun 30, 26

-27

0.02%

Diversify Advisory Services, LLC

20.40K

Jun 30, 26

+20.40K

0.02%

Vantus Wealth LLC

19.57K

Jun 30, 26

+19.57K

0.01%

Mariner, LLC

19.18K

Jun 30, 26

-17.51K

0.01%

Gutierrez Wealth Advisory, LLC

19.17K

Jun 30, 26

+106

0.01%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

18.82K

Jun 30, 26

+5.43K

0.01%

January Capital Advisors LLC

18.78K

Jun 30, 26

+54

0.01%

Junk Investment Group, LLC

18.46K

Jun 30, 26

0.01%

Synergy Investment Management, LLC

18.39K

Jun 30, 26

0.01%

Mesirow Financial Investment Management, Inc.

18.17K

Jun 30, 26

+55

0.01%

IFG Advisory, LLC

18.14K

Jun 30, 26

+18.14K

0.01%

PRIVATE TRUST CO NA

18.13K

Jun 30, 26

-552

0.01%

Resources Investment Advisors, LLC.

18.01K

Jun 30, 26

0.01%

Savant Capital, LLC

17.92K

Jun 30, 26

+17.92K

0.01%

Regal Investment Advisors LLC

17.47K

Jun 30, 26

+2.83K

0.01%

VestGen Advisors, LLC

17.01K

Jun 30, 26

-26

0.01%

SITTNER & NELSON, LLC

16.34K

Jun 30, 26

+5.59K

0.01%

Sowell Financial Services LLC

15.41K

Jun 30, 26

-2.44K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

15.11K

Jun 30, 26

+525

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.00K

Jun 30, 26

-165

0.01%

Beacon Financial Advisory LLC

14.70K

Jun 30, 26

+4.29K

0.01%

Continuum Advisory, LLC

14.64K

Jun 30, 26

-659

0.01%

IHT Wealth Management, LLC

14.63K

Jun 30, 26

+51

0.01%

Intrua Financial, LLC

14.21K

Jun 30, 26

-33

0.01%

Lodestone Wealth Management LLC

13.91K

Jun 30, 26

-1.64K

0.01%

First Heartland Consultants, Inc.

13.88K

Jun 30, 26

+994

0.01%

Trinity Wealth Management, LLC

13.40K

Jun 30, 26

+271

0.01%

Perigon Wealth Management, LLC

13.38K

Jun 30, 26

+2.22K

0.01%

PUFF WEALTH MANAGEMENT, LLC

13.29K

Jun 30, 26

+13.29K

0.01%

Berger Financial Group, Inc

13.18K

Jun 30, 26

+21

0.01%

Capital Investment Advisory Services, LLC

12.88K

Jun 30, 26

+12.88K

0.01%

Parsonex Advisory Services, Inc.

12.85K

Jun 30, 26

0.01%

MSH Capital Advisors LLC

12.04K

Jun 30, 26

+1.74K

0.01%

Visionary Wealth Advisors

11.92K

Jun 30, 26

+1.00K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

11.83K

Jun 30, 26

-481

0.01%

Hanlon Investment Management, Inc.

11.56K

Jun 30, 26

+1.04K

0.01%

SUMMIT WEALTH GROUP LLC / CO

11.50K

Jun 30, 26

+350

0.01%

TITLEIST ASSET MANAGEMENT, LLC

10.65K

Jun 30, 26

-428

0.01%

Vise Technologies, Inc.

10.62K

Jun 30, 26

+3.62K

0.01%

Saxony Capital Management, LLC

10.43K

Jun 30, 26

+175

0.01%

LANGLEY WEALTH MANAGEMENT, LLC

9.86K

Jun 30, 26

+9.86K

0.01%

Summit Investment Advisory Services, LLC

9.81K

Jun 30, 26

+13

0.01%

Carson Advisory Inc.

9.51K

Jun 30, 26

+314

0.01%

Professional Financial Advisors, LLC

9.43K

Jun 30, 26

+9.43K

0.01%

StoneX Group Inc.

9.41K

Jun 30, 26

+9.41K

0.01%

Leo H. Evart, Inc.

9.16K

Jun 30, 26

+1.33K

0.01%

Brookwood Investment Group LLC

9.16K

Jun 30, 26

+9.16K

0.01%

RICHARDS, MERRILL & PETERSON, INC.

9.10K

Jun 30, 26

+900

0.01%

Ascent Group, LLC

9.04K

Jun 30, 26

+680

0.01%

FLOW TRADERS U.S. LLC

8.98K

Jun 30, 26

+8.98K

0.01%

AMERIFLEX GROUP, INC.

8.94K

Jun 30, 26

+179

0.01%

Balboa Wealth Partners

8.70K

Jun 30, 26

-1.04K

0.01%

Bond & Devick Financial Network, Inc.

8.07K

Jun 30, 26

-269

0.01%

Whelan Financial

8.00K

Jun 30, 26

0.01%

Armstrong, Fleming & Moore, Inc

7.60K

Jun 30, 26

+1.52K

0.01%

Sunrise Financial Services, LLC

7.45K

Jun 30, 26

+677

0.01%

Keystone Financial Group

7.39K

Jun 30, 26

+7.39K

0.01%

Ascension Capital Advisors, Inc.

7.35K

Jun 30, 26

0.01%

BlackRock, Inc.

7.29K

Jun 30, 26

+7.29K

0.01%

Strategic Blueprint, LLC

7.23K

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

7.17K

Jun 30, 26

+16

0.01%

Harpswell Capital Advisors, LLC

7.00K

Jun 30, 26

0.01%

Cornerstone Wealth Management, LLC

6.72K

Jun 30, 26

0.00%

Arkadios Wealth Advisors

6.63K

Jun 30, 26

-83.24K

0.00%

TCFG Investment Advisors, LLC

6.44K

Jun 30, 26

+6.44K

0.00%

Kovack Advisors, Inc.

6.43K

Jun 30, 26

+262

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

6.38K

Jun 30, 26

+6.38K

0.00%

OPPENHEIMER & CO INC

6.37K

Jun 30, 26

+606

0.00%

Wealthcare Capital Partners, LLC

6.23K

Jun 30, 26

+6.23K

0.00%

XTX Topco Ltd

6.23K

Jun 30, 26

-294

0.00%

Belpointe Asset Management LLC

6.17K

Jun 30, 26

+6.17K

0.00%

Vigil Wealth Management, LLC

6.13K

Jun 30, 26

0.00%

TCP Asset Management, LLC

6.03K

Jun 30, 26

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

5.98K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.92K

Jun 30, 26

+269

0.00%

Synergy Financial Group, LTD

5.88K

Jun 30, 26

0.00%

MGO ONE SEVEN LLC

5.88K

Jun 30, 26

+12

0.00%

Stonebridge Financial Group, LLC / MO

5.88K

Jun 30, 26

0.00%

Kerntke Otto McGlone Wealth Management Group

5.85K

Jun 30, 26

+242

0.00%

VICTORY FINANCIAL GROUP, LLC

5.78K

Jun 30, 26

+5.78K

0.00%

Fourth Dimension Wealth, LLC

5.52K

Jun 30, 26

-1.30K

0.00%

EverSource Wealth Advisors, LLC

4.79K

Jun 30, 26

0.00%

Larson Financial Group LLC

3.65K

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

3.32K

Jun 30, 26

+3.32K

0.00%

AdvisorNet Financial, Inc

3.26K

Jun 30, 26

+2.21K

0.00%

GAMMA Investing LLC

3.18K

Jun 30, 26

+3.18K

0.00%

NBC SECURITIES, INC.

3.17K

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

3.13K

Jun 30, 26

+54

0.00%

Strategic Investment Solutions, Inc. /IL

2.64K

Jun 30, 26

0.00%

Colonial Trust Co / SC

2.54K

Jun 30, 26

+2.54K

0.00%

Medallion Wealth Advisors, LLC

1.84K

Jun 30, 26

-39

0.00%

CX Institutional

1.74K

Jun 30, 26

+952

0.00%

Pinnacle Bancorp, Inc.

1.40K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.34K

Jun 30, 26

+1.34K

0.00%

ARVEST INVESTMENTS, INC.

1.33K

Jun 30, 26

0.00%

FMR LLC

910

Jun 30, 26

+223

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

755

Jun 30, 26

0.00%

CoreCap Advisors, LLC

748

Jun 30, 26

+700

0.00%

StrongBox Wealth, LLC

680

Jun 30, 26

+680

0.00%

MERCER GLOBAL ADVISORS INC /ADV

500

Jun 30, 26

+500

0.00%

Cape Investment Advisory, Inc.

450

Jun 30, 26

+450

0.00%

JPL Wealth Management, LLC

442

Jun 30, 26

+442

0.00%

Founders Capital Management

400

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

384

Jun 30, 26

+384

0.00%

Spire Wealth Management

372

Jun 30, 26

+98

0.00%

MPWM ADVISORY SOLUTIONS, LLC

262

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

257

Jun 30, 26

0.00%

VIMA LLC

200

Jun 30, 26

+200

0.00%

CENTRAL TRUST Co

137

Jun 30, 26

0.00%

Rossby Financial, LCC

125

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Financial Perspectives, Inc

Jun 30, 26

+59

0.00%

Trust Co

Jun 30, 26

+30

0.00%

Key FInancial Inc

Jun 30, 26

+28

0.00%

Western Wealth Management, LLC

Jun 30, 26

-3.52K

MOTCO

Jun 30, 26

-1.41K

RPS ADVISORY SOLUTIONS LLC

Jun 30, 26

-17.47K

CONTINENTAL INVESTORS SERVICES, INC.

Jun 30, 26

-11.30K

WealthSpring Partners, LLC

Jun 30, 26

-22.90K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-338.37K

CVA Family Office, LLC

Jun 30, 26

-355

Financial Life Planners

Jun 30, 26

-86

AE Wealth Management LLC

Jun 30, 26

-11.41K

POM Investment Strategies, LLC

Jun 30, 26

-484

Quadrature Capital Ltd

Jun 30, 26

-61.95K

HUNTINGTON NATIONAL BANK

Jun 30, 26

-67

Independent Advisor Alliance

Jun 30, 26

-116.58K

Advisory Services Network, LLC

Jun 30, 26

-4.67K

SFG Wealth Management, LLC.

Jun 30, 26

-47.95K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-16.20K

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

-157

U.S. Capital Wealth Advisors, LLC

189.80K

Mar 31, 26

+16.78K

0.14%

EXENCIAL WEALTH ADVISORS, LLC

18.49K

Mar 31, 26

+3.65K

0.01%

Signature Wealth Management Group

17.39K

Mar 31, 26

-688

0.01%

CWM, LLC

5.65K

Mar 31, 26

+347

0.00%

Sunbelt Securities, Inc.

2.70K

Mar 31, 26

+398

0.00%

Financial Gravity Asset Management, Inc.

885

Mar 31, 26

0.00%

COMERICA BANK

75.21K

Dec 31, 25

+6.04K

0.06%

ORG Partners LLC

24.00K

Dec 31, 25

+6.50K

0.02%

CIBC Private Wealth Group, LLC

696

Dec 31, 25

0.00%

OAK HILL WEALTH ADVISORS, LLC

79.46K

Sep 30, 25

+19.89K

0.06%

Moloney Securities Asset Management, LLC

20.20K

Sep 30, 25

+874

0.01%

AVANTAX ADVISORY SERVICES, INC.

295.66K

Jun 30, 25

+216.72K

0.22%

Atria Wealth Solutions, Inc.

51.82K

Jun 30, 25

-66.63K

0.04%

First Horizon Advisors, Inc.

748

Jun 30, 25

+131

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-889

Orion Portfolio Solutions, LLC

137.49K

Mar 31, 25

+15.62K

0.10%

Raymond James Financial Services Advisors, Inc.

238.42K

Sep 30, 24

+100.92K

0.18%

RAYMOND JAMES & ASSOCIATES

209.91K

Sep 30, 24

+68.57K

0.16%

BENJAMIN F. EDWARDS & COMPANY, INC.

96.18K

Jun 30, 24

+37.78K

0.07%

ICA Group Wealth Management, LLC

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

29.33K

Mar 31, 24

+29.33K

0.02%

Cetera Advisors LLC

8.78K

Mar 31, 24

+8.78K

0.01%

Retirement Group, LLC

Mar 31, 24

0.00%