Capital Group Global Equity ETF(CGGE)

$35.28—Stale · unknown old

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Capital Group Global Equity ETF(CGGE)

NYSE • Last print unknown ago

$35.28—Stale · unknown old

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CGGE(CGGE)

CGGE

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Institutional Ownership

Top 285 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	14.95M	Jun 30, 26	+856.88K	17.15%
Capital Group Private Client Services, Inc.	8.37M	Jun 30, 26	+1.45M	9.60%
Capital International Investors	8.30M	Jun 30, 26	+300.31K	9.53%
WELLS FARGO & COMPANY/MN	5.68M	Jun 30, 26	+941.79K	6.51%
LPL Financial LLC	5.22M	Jun 30, 26	+1.27M	5.98%
Cetera Investment Advisers	3.38M	Jun 30, 26	+97.49K	3.88%
Larson Financial Group LLC	1.98M	Jun 30, 26	+405.19K	2.28%
MML INVESTORS SERVICES, LLC	1.87M	Jun 30, 26	+289.88K	2.14%
ASSETMARK, INC	1.54M	Jun 30, 26	+106.36K	1.76%
BENJAMIN EDWARDS INC	1.49M	Jun 30, 26	+191.85K	1.71%
COMMONWEALTH EQUITY SERVICES, LLC	1.41M	Jun 30, 26	+186.35K	1.62%
Clearstead Advisors, LLC	1.35M	Jun 30, 26	-1.40M	1.55%
ROYAL BANK OF CANADA	1.30M	Jun 30, 26	+98.91K	1.49%
Janney Montgomery Scott LLC	1.24M	Jun 30, 26	+83.60K	1.42%
Cambridge Investment Research Advisors, Inc.	1.18M	Jun 30, 26	+100.65K	1.36%
ADVISOR GROUP HOLDINGS, INC.	1.11M	Jun 30, 26	+140.47K	1.27%
NewEdge Advisors, LLC	957.50K	Jun 30, 26	+103.25K	1.10%
Vestmark Advisory Solutions, Inc.	916.93K	Jun 30, 26	+31.26K	1.05%
WILEY BROS.-AINTREE CAPITAL, LLC	792.70K	Jun 30, 26	+38.67K	0.91%
RAYMOND JAMES FINANCIAL INC	783.19K	Jun 30, 26	+194.15K	0.90%
Compton Financial Group, LLC	636.44K	Jun 30, 26	+273.40K	0.73%
James Reed Financial Services, Inc.	591.51K	Jun 30, 26	+5.38K	0.68%
Panoramic Capital Partners, LLC	502.21K	Jun 30, 26	+502.21K	0.58%
TRUIST FINANCIAL CORP	474.90K	Jun 30, 26	+71.78K	0.54%
STIFEL FINANCIAL CORP	458.93K	Jun 30, 26	+191.24K	0.53%
JONES FINANCIAL COMPANIES LLLP	438.26K	Jun 30, 26	+90.39K	0.50%
Brinker Capital Investments, LLC	436.17K	Jun 30, 26	-87.17K	0.50%
TD Waterhouse Canada Inc.	417.61K	Jun 30, 26	+92.75K	0.48%
Smartleaf Asset Management LLC	394.29K	Jun 30, 26	--	0.45%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	369.30K	Jun 30, 26	+203.02K	0.42%
JANE STREET GROUP, LLC	349.85K	Jun 30, 26	-136.30K	0.40%
Envestnet Portfolio Solutions, Inc.	341.12K	Jun 30, 26	+29.90K	0.39%
Strategic Blueprint, LLC	330.57K	Jun 30, 26	+6.73K	0.38%
Valmark Advisers, Inc.	323.95K	Jun 30, 26	+168.71K	0.37%
CULLEN/FROST BANKERS, INC.	323.68K	Jun 30, 26	-5.43K	0.37%
STEPHENS INC /AR/	312.11K	Jun 30, 26	+7.81K	0.36%
PRINCIPAL SECURITIES, INC.	287.05K	Jun 30, 26	+38.53K	0.33%
Evergreen Wealth Solutions, LLC	285.64K	Jun 30, 26	+67.10K	0.33%
Integrated Wealth Concepts LLC	271.53K	Jun 30, 26	+159.70K	0.31%
Venture Visionary Partners LLC	269.61K	Jun 30, 26	+73.46K	0.31%
Intrua Financial, LLC	264.01K	Jun 30, 26	+19.09K	0.30%
Private Advisor Group, LLC	238.29K	Jun 30, 26	+58.70K	0.27%
HARBOUR INVESTMENTS, INC.	232.70K	Jun 30, 26	+24.04K	0.27%
Gateway Wealth Partners, LLC	232.47K	Jun 30, 26	-124.45K	0.27%
Stratos Wealth Partners, LTD.	198.27K	Jun 30, 26	+11.27K	0.23%
Concurrent Investment Advisors, LLC	189.08K	Jun 30, 26	-44.22K	0.22%
PARK AVENUE SECURITIES LLC	184.50K	Jun 30, 26	+45.53K	0.21%
CARY STREET PARTNERS FINANCIAL LLC	176.90K	Jun 30, 26	-16.76K	0.20%
UBS ASSET MANAGEMENT AMERICAS INC	173.74K	Jun 30, 26	--	0.20%
GTS SECURITIES LLC	169.79K	Jun 30, 26	+157.18K	0.19%
BNB Wealth Management, LLC	165.34K	Jun 30, 26	+108.95K	0.19%
CITADEL ADVISORS LLC	163.78K	Jun 30, 26	+163.78K	0.19%
Elequin Securities, LLC	155.66K	Jun 30, 26	+155.66K	0.18%
OLD MISSION CAPITAL LLC	151.60K	Jun 30, 26	+151.60K	0.17%
Kestra Advisory Services, LLC	146.84K	Jun 30, 26	+32.51K	0.17%
GREAT VALLEY ADVISOR GROUP, INC.	145.39K	Jun 30, 26	-6.06K	0.17%
Merit Financial Group, LLC	142.65K	Jun 30, 26	-6.21K	0.16%
Hopwood Nicholas Hunter	132.89K	Jun 30, 26	+5.07K	0.15%
Aprio Wealth Management, LLC	128.65K	Jun 30, 26	-805	0.15%
AMG Asset Management Group, Inc.	128.13K	Jun 30, 26	+1.87K	0.15%
LongView Wealth Management	123.84K	Jun 30, 26	-1.63K	0.14%
FLOW TRADERS U.S. LLC	122.66K	Jun 30, 26	+122.66K	0.14%
BANK OF AMERICA CORP /DE/	115.66K	Jun 30, 26	+115.66K	0.13%
Sovran Advisors, LLC	108.66K	Jun 30, 26	+6.27K	0.12%
Blueprint Financial Advisors LLC	99.86K	Jun 30, 26	+9.03K	0.11%
Blueprint Investment Partners LLC	99.86K	Jun 30, 26	+9.03K	0.11%
THOROUGHBRED FINANCIAL SERVICES, LLC	99.04K	Jun 30, 26	+3.49K	0.11%
Capital Analysts, LLC	89.98K	Jun 30, 26	+41.76K	0.10%
Boyer Financial Services, Inc.	81.65K	Jun 30, 26	+8.97K	0.09%
ARQ WEALTH ADVISORS, LLC	80.93K	Jun 30, 26	+40.45K	0.09%
Bank of New York Mellon Corp	78.93K	Jun 30, 26	+52.17K	0.09%
AI Financial Services LLC	76.85K	Jun 30, 26	+11.13K	0.09%
PFG Advisors	73.46K	Jun 30, 26	+14.58K	0.08%
Capital Investment Management, Inc.	72.71K	Jun 30, 26	+7.69K	0.08%
Mutual Advisors, LLC	72.08K	Jun 30, 26	+53.83K	0.08%
Vise Technologies, Inc.	68.38K	Jun 30, 26	+68.38K	0.08%
BANK OF MONTREAL /CAN/	65.52K	Jun 30, 26	+8.06K	0.08%
HighPoint Advisor Group LLC	64.81K	Jun 30, 26	+7.12K	0.07%
Transamerica Financial Advisors, Inc.	63.76K	Jun 30, 26	+19.25K	0.07%
Geneos Wealth Management Inc.	63.28K	Jun 30, 26	+27.32K	0.07%
R2 Capital Strategies, LLC	59.63K	Jun 30, 26	+59.63K	0.07%
SFG Wealth Management, LLC.	56.80K	Jun 30, 26	-445	0.07%
Ashton Thomas Private Wealth, LLC	56.65K	Jun 30, 26	+4.56K	0.06%
Koshinski Asset Management, Inc.	56.03K	Jun 30, 26	+1.75K	0.06%
Apollon Wealth Management, LLC	55.80K	Jun 30, 26	+19.50K	0.06%
SAGESPRING WEALTH PARTNERS, LLC	55.48K	Jun 30, 26	+3.26K	0.06%
Farther Finance Advisors, LLC	55.47K	Jun 30, 26	+38.95K	0.06%
Pensionmark Financial Group, LLC	52.82K	Jun 30, 26	+754	0.06%
DAVENPORT & Co LLC	52.03K	Jun 30, 26	+5.80K	0.06%
RFG Advisory, LLC	51.85K	Jun 30, 26	+4.30K	0.06%
Atria Investments, Inc	50.90K	Jun 30, 26	+4.72K	0.06%
CAPTRUST FINANCIAL ADVISORS	49.88K	Jun 30, 26	+6.87K	0.06%
IAG Wealth Partners, LLC	48.40K	Jun 30, 26	+14.19K	0.06%
Security Financial Services, INC.	47.98K	Jun 30, 26	-7.97K	0.06%
Merited Wealth, LLC	46.22K	Jun 30, 26	-87.49K	0.05%
Lantern Wealth Advisors, LLC	46.01K	Jun 30, 26	-809	0.05%
Tempus Wealth Planning, LLC	45.27K	Jun 30, 26	-2.00K	0.05%
Advyzon Investment Management, LLC	41.18K	Jun 30, 26	+578	0.05%
Vantus Wealth LLC	39.16K	Jun 30, 26	+39.16K	0.04%
LANDAAS & CO /WI /ADV	38.66K	Jun 30, 26	+8.23K	0.04%
GWN SECURITIES INC.	35.40K	Jun 30, 26	+4.30K	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	34.00K	Jun 30, 26	-90	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	33.19K	Jun 30, 26	-10.16K	0.04%
NATIXIS ADVISORS, L.P.	30.58K	Jun 30, 26	+5.78K	0.04%
Principle Wealth Partners LLC	30.36K	Jun 30, 26	--	0.03%
J. Derek Lewis & Associates Inc.	30.13K	Jun 30, 26	-207	0.03%
CLG LLC	29.68K	Jun 30, 26	+1.95K	0.03%
IFG Advisory, LLC	26.85K	Jun 30, 26	+26.85K	0.03%
Simplicity Wealth,LLC	25.95K	Jun 30, 26	-7.09K	0.03%
WEDBUSH SECURITIES INC	24.38K	Jun 30, 26	-12	0.03%
Investment Planning Advisors, Inc.	22.20K	Jun 30, 26	-272	0.03%
Equitable Holdings, Inc.	21.99K	Jun 30, 26	+3.49K	0.03%
Ameritas Advisory Services, LLC	21.66K	Jun 30, 26	+15.00K	0.02%
Prospera Financial Services Inc	19.85K	Jun 30, 26	+3.41K	0.02%
VICTORY FINANCIAL GROUP, LLC	18.91K	Jun 30, 26	+18.91K	0.02%
MSH Capital Advisors LLC	18.45K	Jun 30, 26	+1.95K	0.02%
VestGen Advisors, LLC	18.18K	Jun 30, 26	+366	0.02%
SILVER OAK SECURITIES, INCORPORATED	18.14K	Jun 30, 26	+7.10K	0.02%
Global Retirement Partners, LLC	17.33K	Jun 30, 26	+17.33K	0.02%
FIFTH THIRD BANCORP	17.20K	Jun 30, 26	-3.22K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	16.66K	Jun 30, 26	+6.11K	0.02%
Ascent Group, LLC	16.53K	Jun 30, 26	-654	0.02%
Capital Investment Advisory Services, LLC	16.43K	Jun 30, 26	+16.43K	0.02%
Balboa Wealth Partners	16.09K	Jun 30, 26	-3.49K	0.02%
Hanlon Investment Management, Inc.	15.86K	Jun 30, 26	+729	0.02%
Ausdal Financial Partners, Inc.	15.43K	Jun 30, 26	+1.30K	0.02%
Visionary Wealth Advisors	14.43K	Jun 30, 26	+1.11K	0.02%
MGO ONE SEVEN LLC	13.91K	Jun 30, 26	-190	0.02%
Latitude Advisors, LLC	13.65K	Jun 30, 26	+5.05K	0.02%
Bleakley Financial Group, LLC	12.54K	Jun 30, 26	+459	0.01%
Diversify Advisory Services, LLC	12.32K	Jun 30, 26	+12.32K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	12.32K	Jun 30, 26	+713	0.01%
Resources Investment Advisors, LLC.	12.02K	Jun 30, 26	+12.02K	0.01%
OPPENHEIMER & CO INC	11.51K	Jun 30, 26	+1.33K	0.01%
GOLDMAN SACHS GROUP INC	11.06K	Jun 30, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.99K	Jun 30, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10.87K	Jun 30, 26	+2.48K	0.01%
SITTNER & NELSON, LLC	10.47K	Jun 30, 26	+3.07K	0.01%
Vermillion & White Wealth Management Group, LLC	10.01K	Jun 30, 26	+672	0.01%
GeoWealth Management, LLC	9.95K	Jun 30, 26	-8	0.01%
JPMORGAN CHASE & CO	9.95K	Jun 30, 26	+6.54K	0.01%
TCFG Investment Advisors, LLC	9.38K	Jun 30, 26	+1.38K	0.01%
LaSalle St. Investment Advisors, LLC	9.35K	Jun 30, 26	+9.35K	0.01%
Sigma Planning Corp	9.26K	Jun 30, 26	-150	0.01%
MERCER GLOBAL ADVISORS INC /ADV	8.72K	Jun 30, 26	+8.72K	0.01%
McKinney Capital Management, LLC	8.40K	Jun 30, 26	+182	0.01%
Financial Council Asset Management Inc	8.37K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	8.06K	Jun 30, 26	+1.06K	0.01%
TITLEIST ASSET MANAGEMENT, LLC	7.89K	Jun 30, 26	+295	0.01%
Stonebridge Financial Group, LLC / MO	7.66K	Jun 30, 26	--	0.01%
Mayflower Financial Advisors, LLC	7.57K	Jun 30, 26	--	0.01%
Advisor Resource Council	7.53K	Jun 30, 26	--	0.01%
Mariner, LLC	6.96K	Jun 30, 26	-103.81K	0.01%
Lincoln Capital LLC	6.95K	Jun 30, 26	+6.95K	0.01%
SCOTIA CAPITAL INC.	6.06K	Jun 30, 26	+6.06K	0.01%
Wealthcare Capital Partners, LLC	6.05K	Jun 30, 26	+6.05K	0.01%
WORLD EQUITY GROUP, INC.	5.95K	Jun 30, 26	-5.95K	0.01%
Key FInancial Inc	5.31K	Jun 30, 26	+5.31K	0.01%
Silver Grove Financial Group, Inc.	5.24K	Jun 30, 26	+5.24K	0.01%
HUNTINGTON NATIONAL BANK	4.90K	Jun 30, 26	+4.75K	0.01%
Colonial Trust Co / SC	4.12K	Jun 30, 26	+4.12K	0.00%
NBC SECURITIES, INC.	3.78K	Jun 30, 26	--	0.00%
MORGAN STANLEY	3.57K	Jun 30, 26	+2.55K	0.00%
Steward Partners Investment Advisory, LLC	3.12K	Jun 30, 26	+2.57K	0.00%
Birchwood Financial Partners, Inc.	2.75K	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	2.50K	Jun 30, 26	+1.80K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.08K	Jun 30, 26	+2.08K	0.00%
IFP Advisors, Inc	1.36K	Jun 30, 26	+1	0.00%
ROTHSCHILD INVESTMENT LLC	1.22K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	1.20K	Jun 30, 26	+1.20K	0.00%
Wellington Grp LLC	1.18K	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	1.15K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	839	Jun 30, 26	+744	0.00%
Vision Retirement, LLC	752	Jun 30, 26	+752	0.00%
CoreCap Advisors, LLC	602	Jun 30, 26	+493	0.00%
FIDUCIARY FINANCIAL ADVISORS	393	Jun 30, 26	+393	0.00%
Rossby Financial, LCC	355	Jun 30, 26	+108	0.00%
ST GERMAIN D J CO INC	288	Jun 30, 26	+288	0.00%
Signature Equity Partners, LLC	212	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	207	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	171	Jun 30, 26	+171	0.00%
SRS Capital Advisors, Inc.	108	Jun 30, 26	--	0.00%
CX Institutional	107	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	17	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	7	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-1.96K	--
FMR LLC	--	Jun 30, 26	-871	--
GoalVest Advisory LLC	--	Jun 30, 26	-569	--
HRT FINANCIAL LP	--	Jun 30, 26	-7.84K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-49	--
MOTCO	--	Jun 30, 26	-4.80K	--
Armstrong, Fleming & Moore, Inc	--	Jun 30, 26	-7.09K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.38K	--
Whipplewood Advisors, LLC	--	Jun 30, 26	-1.45K	--
MAI Capital Management	--	Jun 30, 26	-60	--
UBS Group AG	--	Jun 30, 26	-1.68K	--
MASSMUTUAL TRUST CO FSB/ADV	--	Jun 30, 26	-522	--
CONTINENTAL INVESTORS SERVICES, INC.	--	Jun 30, 26	-7.69K	--
NORTHERN TRUST CORP	--	Jun 30, 26	-19.32K	--
ENVESTNET ASSET MANAGEMENT INC	14.10M	Mar 31, 26	+1.98M	16.17%
Capital International Investors	8.00M	Mar 31, 26	+4.20M	9.18%
Capital Group Private Client Services, Inc.	6.92M	Mar 31, 26	+1.51M	7.94%
WELLS FARGO & COMPANY/MN	4.73M	Mar 31, 26	+2.40M	5.43%
Clearstead Advisors, LLC	2.75M	Mar 31, 26	+2.75M	3.15%
MML INVESTORS SERVICES, LLC	1.58M	Mar 31, 26	+21.85K	1.81%
ASSETMARK, INC	1.43M	Mar 31, 26	+216.96K	1.64%
Janney Montgomery Scott LLC	1.16M	Mar 31, 26	+371.94K	1.33%
Cambridge Investment Research Advisors, Inc.	1.08M	Mar 31, 26	+85.28K	1.24%
WILEY BROS.-AINTREE CAPITAL, LLC	754.02K	Mar 31, 26	+109.82K	0.87%
RAYMOND JAMES FINANCIAL INC	589.05K	Mar 31, 26	+76.14K	0.68%
James Reed Financial Services, Inc.	586.13K	Mar 31, 26	-12.50K	0.67%
TRUIST FINANCIAL CORP	403.12K	Mar 31, 26	+49.17K	0.46%
Smartleaf Asset Management LLC	394.29K	Mar 31, 26	+32.71K	0.45%
Gateway Wealth Partners, LLC	356.92K	Mar 31, 26	+286.94K	0.41%
JONES FINANCIAL COMPANIES LLLP	347.87K	Mar 31, 26	+155.59K	0.40%
CULLEN/FROST BANKERS, INC.	329.11K	Mar 31, 26	+43.30K	0.38%
TD Waterhouse Canada Inc.	324.86K	Mar 31, 26	+323.02K	0.37%
Strategic Blueprint, LLC	323.84K	Mar 31, 26	+11.69K	0.37%
PRINCIPAL SECURITIES, INC.	248.52K	Mar 31, 26	+37.09K	0.29%
Intrua Financial, LLC	244.92K	Mar 31, 26	+20.42K	0.28%
Concurrent Investment Advisors, LLC	233.30K	Mar 31, 26	-250.35K	0.27%
Evergreen Wealth Solutions, LLC	218.54K	Mar 31, 26	+88.87K	0.25%
HARBOUR INVESTMENTS, INC.	208.66K	Mar 31, 26	+98.86K	0.24%
Stratos Wealth Partners, LTD.	187.00K	Mar 31, 26	+16.55K	0.21%
Private Advisor Group, LLC	179.59K	Mar 31, 26	+49.51K	0.21%
GREAT VALLEY ADVISOR GROUP, INC.	151.45K	Mar 31, 26	+151.45K	0.17%
Merit Financial Group, LLC	148.86K	Mar 31, 26	-398	0.17%
PARK AVENUE SECURITIES LLC	138.97K	Mar 31, 26	+17.22K	0.16%
Blueprint Investment Partners LLC	90.83K	Mar 31, 26	+13.78K	0.10%
PFG Advisors	58.88K	Mar 31, 26	+11.09K	0.07%
Security Financial Services, INC.	55.95K	Mar 31, 26	+9.16K	0.06%
Ashton Thomas Private Wealth, LLC	52.08K	Mar 31, 26	+52.08K	0.06%
Pensionmark Financial Group, LLC	52.07K	Mar 31, 26	+52.07K	0.06%
Lantern Wealth Advisors, LLC	46.82K	Mar 31, 26	+18.61K	0.05%
DAVENPORT & Co LLC	46.23K	Mar 31, 26	+13.70K	0.05%
Atria Investments, Inc	46.18K	Mar 31, 26	+21.32K	0.05%
Transamerica Financial Advisors, Inc.	44.51K	Mar 31, 26	+24.15K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	43.35K	Mar 31, 26	-969	0.05%
Apollon Wealth Management, LLC	36.30K	Mar 31, 26	+24.94K	0.04%
IAG Wealth Partners, LLC	34.21K	Mar 31, 26	+5.71K	0.04%
Simplicity Wealth,LLC	33.04K	Mar 31, 26	+1.53K	0.04%
Bank of New York Mellon Corp	26.77K	Mar 31, 26	+26.77K	0.03%
NATIXIS ADVISORS, L.P.	24.80K	Mar 31, 26	+5.25K	0.03%
WEDBUSH SECURITIES INC	24.39K	Mar 31, 26	-254	0.03%
NORTHERN TRUST CORP	19.32K	Mar 31, 26	+1.25K	0.02%
Equitable Holdings, Inc.	18.50K	Mar 31, 26	+8.41K	0.02%
Mutual Advisors, LLC	18.25K	Mar 31, 26	+2.83K	0.02%
MGO ONE SEVEN LLC	14.10K	Mar 31, 26	-52	0.02%
Visionary Wealth Advisors	13.32K	Mar 31, 26	+4.09K	0.02%
Bleakley Financial Group, LLC	12.08K	Mar 31, 26	+707	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.55K	Mar 31, 26	+1.08K	0.01%
OPPENHEIMER & CO INC	10.18K	Mar 31, 26	+2.67K	0.01%
Sigma Planning Corp	9.41K	Mar 31, 26	+9.41K	0.01%
Vermillion & White Wealth Management Group, LLC	9.34K	Mar 31, 26	+9.34K	0.01%
Latitude Advisors, LLC	8.60K	Mar 31, 26	+8.60K	0.01%
Financial Council Asset Management Inc	8.37K	Mar 31, 26	+1.10K	0.01%
TCFG WEALTH MANAGEMENT, LLC	8.00K	Mar 31, 26	+8.00K	0.01%
HRT FINANCIAL LP	7.84K	Mar 31, 26	-21.58K	0.01%
CONTINENTAL INVESTORS SERVICES, INC.	7.69K	Mar 31, 26	-4.47K	0.01%
SITTNER & NELSON, LLC	7.40K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	7.00K	Mar 31, 26	+7.00K	0.01%
Ameritas Advisory Services, LLC	6.67K	Mar 31, 26	-3.74K	0.01%
MOTCO	4.80K	Mar 31, 26	+4.80K	0.01%
JPMORGAN CHASE & CO	3.41K	Mar 31, 26	+947	0.00%
ROTHSCHILD INVESTMENT LLC	1.22K	Mar 31, 26	+895	0.00%
CWM, LLC	1.04K	Mar 31, 26	-64	0.00%
GoalVest Advisory LLC	569	Mar 31, 26	+569	0.00%
CoreCap Advisors, LLC	109	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	108	Mar 31, 26	--	0.00%
CX Institutional	107	Mar 31, 26	--	0.00%
MAI Capital Management	60	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	49	Mar 31, 26	--	0.00%
CITADEL ADVISORS LLC	--	Mar 31, 26	-35.43K	--
Canandaigua National Trust Co of Florida	--	Mar 31, 26	-25.06K	--
Navalign, LLC	--	Mar 31, 26	-2	--
Concorde Asset Management, LLC	--	Mar 31, 26	-6.66K	--
Hilltop Holdings Inc.	--	Mar 31, 26	-9.11K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-87	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-56.16K	--
Clarius Group, LLC	1.10M	Dec 31, 25	+1.10M	1.27%
ORG Partners LLC	57.28K	Dec 31, 25	+28.42K	0.07%
COMERICA BANK	7.11K	Dec 31, 25	+4.43K	0.01%
CIBC Private Wealth Group, LLC	1.73K	Dec 31, 25	-647	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-16.33K	--
Capital A Wealth Management, LLC	--	Jun 30, 25	-2.41K	--

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

14.95M

Jun 30, 26

+856.88K

17.15%

Capital Group Private Client Services, Inc.

8.37M

Jun 30, 26

+1.45M

9.60%

Capital International Investors

8.30M

Jun 30, 26

+300.31K

9.53%

WELLS FARGO & COMPANY/MN

5.68M

Jun 30, 26

+941.79K

6.51%

LPL Financial LLC

5.22M

Jun 30, 26

+1.27M

5.98%

Cetera Investment Advisers

3.38M

Jun 30, 26

+97.49K

3.88%

Larson Financial Group LLC

1.98M

Jun 30, 26

+405.19K

2.28%

MML INVESTORS SERVICES, LLC

1.87M

Jun 30, 26

+289.88K

2.14%

ASSETMARK, INC

1.54M

Jun 30, 26

+106.36K

1.76%

BENJAMIN EDWARDS INC

1.49M

Jun 30, 26

+191.85K

1.71%

COMMONWEALTH EQUITY SERVICES, LLC

1.41M

Jun 30, 26

+186.35K

1.62%

Clearstead Advisors, LLC

1.35M

Jun 30, 26

-1.40M

1.55%

ROYAL BANK OF CANADA

1.30M

Jun 30, 26

+98.91K

1.49%

Janney Montgomery Scott LLC

1.24M

Jun 30, 26

+83.60K

1.42%

Cambridge Investment Research Advisors, Inc.

1.18M

Jun 30, 26

+100.65K

1.36%

ADVISOR GROUP HOLDINGS, INC.

1.11M

Jun 30, 26

+140.47K

1.27%

NewEdge Advisors, LLC

957.50K

Jun 30, 26

+103.25K

1.10%

Vestmark Advisory Solutions, Inc.

916.93K

Jun 30, 26

+31.26K

1.05%

WILEY BROS.-AINTREE CAPITAL, LLC

792.70K

Jun 30, 26

+38.67K

0.91%

RAYMOND JAMES FINANCIAL INC

783.19K

Jun 30, 26

+194.15K

0.90%

Compton Financial Group, LLC

636.44K

Jun 30, 26

+273.40K

0.73%

James Reed Financial Services, Inc.

591.51K

Jun 30, 26

+5.38K

0.68%

Panoramic Capital Partners, LLC

502.21K

Jun 30, 26

+502.21K

0.58%

TRUIST FINANCIAL CORP

474.90K

Jun 30, 26

+71.78K

0.54%

STIFEL FINANCIAL CORP

458.93K

Jun 30, 26

+191.24K

0.53%

JONES FINANCIAL COMPANIES LLLP

438.26K

Jun 30, 26

+90.39K

0.50%

Brinker Capital Investments, LLC

436.17K

Jun 30, 26

-87.17K

0.50%

TD Waterhouse Canada Inc.

417.61K

Jun 30, 26

+92.75K

0.48%

Smartleaf Asset Management LLC

394.29K

Jun 30, 26

0.45%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

369.30K

Jun 30, 26

+203.02K

0.42%

JANE STREET GROUP, LLC

349.85K

Jun 30, 26

-136.30K

0.40%

Envestnet Portfolio Solutions, Inc.

341.12K

Jun 30, 26

+29.90K

0.39%

Strategic Blueprint, LLC

330.57K

Jun 30, 26

+6.73K

0.38%

Valmark Advisers, Inc.

323.95K

Jun 30, 26

+168.71K

0.37%

CULLEN/FROST BANKERS, INC.

323.68K

Jun 30, 26

-5.43K

0.37%

STEPHENS INC /AR/

312.11K

Jun 30, 26

+7.81K

0.36%

PRINCIPAL SECURITIES, INC.

287.05K

Jun 30, 26

+38.53K

0.33%

Evergreen Wealth Solutions, LLC

285.64K

Jun 30, 26

+67.10K

0.33%

Integrated Wealth Concepts LLC

271.53K

Jun 30, 26

+159.70K

0.31%

Venture Visionary Partners LLC

269.61K

Jun 30, 26

+73.46K

0.31%

Intrua Financial, LLC

264.01K

Jun 30, 26

+19.09K

0.30%

Private Advisor Group, LLC

238.29K

Jun 30, 26

+58.70K

0.27%

HARBOUR INVESTMENTS, INC.

232.70K

Jun 30, 26

+24.04K

0.27%

Gateway Wealth Partners, LLC

232.47K

Jun 30, 26

-124.45K

0.27%

Stratos Wealth Partners, LTD.

198.27K

Jun 30, 26

+11.27K

0.23%

Concurrent Investment Advisors, LLC

189.08K

Jun 30, 26

-44.22K

0.22%

PARK AVENUE SECURITIES LLC

184.50K

Jun 30, 26

+45.53K

0.21%

CARY STREET PARTNERS FINANCIAL LLC

176.90K

Jun 30, 26

-16.76K

0.20%

UBS ASSET MANAGEMENT AMERICAS INC

173.74K

Jun 30, 26

0.20%

GTS SECURITIES LLC

169.79K

Jun 30, 26

+157.18K

0.19%

BNB Wealth Management, LLC

165.34K

Jun 30, 26

+108.95K

0.19%

CITADEL ADVISORS LLC

163.78K

Jun 30, 26

+163.78K

0.19%

Elequin Securities, LLC

155.66K

Jun 30, 26

+155.66K

0.18%

OLD MISSION CAPITAL LLC

151.60K

Jun 30, 26

+151.60K

0.17%

Kestra Advisory Services, LLC

146.84K

Jun 30, 26

+32.51K

0.17%

GREAT VALLEY ADVISOR GROUP, INC.

145.39K

Jun 30, 26

-6.06K

0.17%

Merit Financial Group, LLC

142.65K

Jun 30, 26

-6.21K

0.16%

Hopwood Nicholas Hunter

132.89K

Jun 30, 26

+5.07K

0.15%

Aprio Wealth Management, LLC

128.65K

Jun 30, 26

-805

0.15%

AMG Asset Management Group, Inc.

128.13K

Jun 30, 26

+1.87K

0.15%

LongView Wealth Management

123.84K

Jun 30, 26

-1.63K

0.14%

FLOW TRADERS U.S. LLC

122.66K

Jun 30, 26

+122.66K

0.14%

BANK OF AMERICA CORP /DE/

115.66K

Jun 30, 26

+115.66K

0.13%

Sovran Advisors, LLC

108.66K

Jun 30, 26

+6.27K

0.12%

Blueprint Financial Advisors LLC

99.86K

Jun 30, 26

+9.03K

0.11%

Blueprint Investment Partners LLC

99.86K

Jun 30, 26

+9.03K

0.11%

THOROUGHBRED FINANCIAL SERVICES, LLC

99.04K

Jun 30, 26

+3.49K

0.11%

Capital Analysts, LLC

89.98K

Jun 30, 26

+41.76K

0.10%

Boyer Financial Services, Inc.

81.65K

Jun 30, 26

+8.97K

0.09%

ARQ WEALTH ADVISORS, LLC

80.93K

Jun 30, 26

+40.45K

0.09%

Bank of New York Mellon Corp

78.93K

Jun 30, 26

+52.17K

0.09%

AI Financial Services LLC

76.85K

Jun 30, 26

+11.13K

0.09%

PFG Advisors

73.46K

Jun 30, 26

+14.58K

0.08%

Capital Investment Management, Inc.

72.71K

Jun 30, 26

+7.69K

0.08%

Mutual Advisors, LLC

72.08K

Jun 30, 26

+53.83K

0.08%

Vise Technologies, Inc.

68.38K

Jun 30, 26

+68.38K

0.08%

BANK OF MONTREAL /CAN/

65.52K

Jun 30, 26

+8.06K

0.08%

HighPoint Advisor Group LLC

64.81K

Jun 30, 26

+7.12K

0.07%

Transamerica Financial Advisors, Inc.

63.76K

Jun 30, 26

+19.25K

0.07%

Geneos Wealth Management Inc.

63.28K

Jun 30, 26

+27.32K

0.07%

R2 Capital Strategies, LLC

59.63K

Jun 30, 26

+59.63K

0.07%

SFG Wealth Management, LLC.

56.80K

Jun 30, 26

-445

0.07%

Ashton Thomas Private Wealth, LLC

56.65K

Jun 30, 26

+4.56K

0.06%

Koshinski Asset Management, Inc.

56.03K

Jun 30, 26

+1.75K

0.06%

Apollon Wealth Management, LLC

55.80K

Jun 30, 26

+19.50K

0.06%

SAGESPRING WEALTH PARTNERS, LLC

55.48K

Jun 30, 26

+3.26K

0.06%

Farther Finance Advisors, LLC

55.47K

Jun 30, 26

+38.95K

0.06%

Pensionmark Financial Group, LLC

52.82K

Jun 30, 26

+754

0.06%

DAVENPORT & Co LLC

52.03K

Jun 30, 26

+5.80K

0.06%

RFG Advisory, LLC

51.85K

Jun 30, 26

+4.30K

0.06%

Atria Investments, Inc

50.90K

Jun 30, 26

+4.72K

0.06%

CAPTRUST FINANCIAL ADVISORS

49.88K

Jun 30, 26

+6.87K

0.06%

IAG Wealth Partners, LLC

48.40K

Jun 30, 26

+14.19K

0.06%

Security Financial Services, INC.

47.98K

Jun 30, 26

-7.97K

0.06%

Merited Wealth, LLC

46.22K

Jun 30, 26

-87.49K

0.05%

Lantern Wealth Advisors, LLC

46.01K

Jun 30, 26

-809

0.05%

Tempus Wealth Planning, LLC

45.27K

Jun 30, 26

-2.00K

0.05%

Advyzon Investment Management, LLC

41.18K

Jun 30, 26

+578

0.05%

Vantus Wealth LLC

39.16K

Jun 30, 26

+39.16K

0.04%

LANDAAS & CO /WI /ADV

38.66K

Jun 30, 26

+8.23K

0.04%

GWN SECURITIES INC.

35.40K

Jun 30, 26

+4.30K

0.04%

KINGSWOOD WEALTH ADVISORS, LLC

34.00K

Jun 30, 26

-90

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

33.19K

Jun 30, 26

-10.16K

0.04%

NATIXIS ADVISORS, L.P.

30.58K

Jun 30, 26

+5.78K

0.04%

Principle Wealth Partners LLC

30.36K

Jun 30, 26

0.03%

J. Derek Lewis & Associates Inc.

30.13K

Jun 30, 26

-207

0.03%

CLG LLC

29.68K

Jun 30, 26

+1.95K

0.03%

IFG Advisory, LLC

26.85K

Jun 30, 26

+26.85K

0.03%

Simplicity Wealth,LLC

25.95K

Jun 30, 26

-7.09K

0.03%

WEDBUSH SECURITIES INC

24.38K

Jun 30, 26

-12

0.03%

Investment Planning Advisors, Inc.

22.20K

Jun 30, 26

-272

0.03%

Equitable Holdings, Inc.

21.99K

Jun 30, 26

+3.49K

0.03%

Ameritas Advisory Services, LLC

21.66K

Jun 30, 26

+15.00K

0.02%

Prospera Financial Services Inc

19.85K

Jun 30, 26

+3.41K

0.02%

VICTORY FINANCIAL GROUP, LLC

18.91K

Jun 30, 26

+18.91K

0.02%

MSH Capital Advisors LLC

18.45K

Jun 30, 26

+1.95K

0.02%

VestGen Advisors, LLC

18.18K

Jun 30, 26

+366

0.02%

SILVER OAK SECURITIES, INCORPORATED

18.14K

Jun 30, 26

+7.10K

0.02%

Global Retirement Partners, LLC

17.33K

Jun 30, 26

+17.33K

0.02%

FIFTH THIRD BANCORP

17.20K

Jun 30, 26

-3.22K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

16.66K

Jun 30, 26

+6.11K

0.02%

Ascent Group, LLC

16.53K

Jun 30, 26

-654

0.02%

Capital Investment Advisory Services, LLC

16.43K

Jun 30, 26

+16.43K

0.02%

Balboa Wealth Partners

16.09K

Jun 30, 26

-3.49K

0.02%

Hanlon Investment Management, Inc.

15.86K

Jun 30, 26

+729

0.02%

Ausdal Financial Partners, Inc.

15.43K

Jun 30, 26

+1.30K

0.02%

Visionary Wealth Advisors

14.43K

Jun 30, 26

+1.11K

0.02%

MGO ONE SEVEN LLC

13.91K

Jun 30, 26

-190

0.02%

Latitude Advisors, LLC

13.65K

Jun 30, 26

+5.05K

0.02%

Bleakley Financial Group, LLC

12.54K

Jun 30, 26

+459

0.01%

Diversify Advisory Services, LLC

12.32K

Jun 30, 26

+12.32K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

12.32K

Jun 30, 26

+713

0.01%

Resources Investment Advisors, LLC.

12.02K

Jun 30, 26

+12.02K

0.01%

OPPENHEIMER & CO INC

11.51K

Jun 30, 26

+1.33K

0.01%

GOLDMAN SACHS GROUP INC

11.06K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.99K

Jun 30, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.87K

Jun 30, 26

+2.48K

0.01%

SITTNER & NELSON, LLC

10.47K

Jun 30, 26

+3.07K

0.01%

Vermillion & White Wealth Management Group, LLC

10.01K

Jun 30, 26

+672

0.01%

GeoWealth Management, LLC

9.95K

Jun 30, 26

-8

0.01%

JPMORGAN CHASE & CO

9.95K

Jun 30, 26

+6.54K

0.01%

TCFG Investment Advisors, LLC

9.38K

Jun 30, 26

+1.38K

0.01%

LaSalle St. Investment Advisors, LLC

9.35K

Jun 30, 26

+9.35K

0.01%

Sigma Planning Corp

9.26K

Jun 30, 26

-150

0.01%

MERCER GLOBAL ADVISORS INC /ADV

8.72K

Jun 30, 26

+8.72K

0.01%

McKinney Capital Management, LLC

8.40K

Jun 30, 26

+182

0.01%

Financial Council Asset Management Inc

8.37K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

8.06K

Jun 30, 26

+1.06K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

7.89K

Jun 30, 26

+295

0.01%

Stonebridge Financial Group, LLC / MO

7.66K

Jun 30, 26

0.01%

Mayflower Financial Advisors, LLC

7.57K

Jun 30, 26

0.01%

Advisor Resource Council

7.53K

Jun 30, 26

0.01%

Mariner, LLC

6.96K

Jun 30, 26

-103.81K

0.01%

Lincoln Capital LLC

6.95K

Jun 30, 26

+6.95K

0.01%

SCOTIA CAPITAL INC.

6.06K

Jun 30, 26

+6.06K

0.01%

Wealthcare Capital Partners, LLC

6.05K

Jun 30, 26

+6.05K

0.01%

WORLD EQUITY GROUP, INC.

5.95K

Jun 30, 26

-5.95K

0.01%

Key FInancial Inc

5.31K

Jun 30, 26

+5.31K

0.01%

Silver Grove Financial Group, Inc.

5.24K

Jun 30, 26

+5.24K

0.01%

HUNTINGTON NATIONAL BANK

4.90K

Jun 30, 26

+4.75K

0.01%

Colonial Trust Co / SC

4.12K

Jun 30, 26

+4.12K

0.00%

NBC SECURITIES, INC.

3.78K

Jun 30, 26

0.00%

MORGAN STANLEY

3.57K

Jun 30, 26

+2.55K

0.00%

Steward Partners Investment Advisory, LLC

3.12K

Jun 30, 26

+2.57K

0.00%

Birchwood Financial Partners, Inc.

2.75K

Jun 30, 26

0.00%

Synergy Investment Management, LLC

2.50K

Jun 30, 26

+1.80K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.08K

Jun 30, 26

+2.08K

0.00%

IFP Advisors, Inc

1.36K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.22K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

1.20K

Jun 30, 26

+1.20K

0.00%

Wellington Grp LLC

1.18K

Jun 30, 26

0.00%

Financial Perspectives, Inc

1.15K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

839

Jun 30, 26

+744

0.00%

Vision Retirement, LLC

752

Jun 30, 26

+752

0.00%

CoreCap Advisors, LLC

602

Jun 30, 26

+493

0.00%

FIDUCIARY FINANCIAL ADVISORS

393

Jun 30, 26

+393

0.00%

Rossby Financial, LCC

355

Jun 30, 26

+108

0.00%

ST GERMAIN D J CO INC

288

Jun 30, 26

+288

0.00%

Signature Equity Partners, LLC

212

Jun 30, 26

0.00%

CENTRAL TRUST Co

207

Jun 30, 26

0.00%

Continuum Advisory, LLC

171

Jun 30, 26

+171

0.00%

SRS Capital Advisors, Inc.

108

Jun 30, 26

0.00%

CX Institutional

107

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-1.96K

FMR LLC

Jun 30, 26

-871

GoalVest Advisory LLC

Jun 30, 26

-569

HRT FINANCIAL LP

Jun 30, 26

-7.84K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-49

MOTCO

Jun 30, 26

-4.80K

Armstrong, Fleming & Moore, Inc

Jun 30, 26

-7.09K

Western Wealth Management, LLC

Jun 30, 26

-2.38K

Whipplewood Advisors, LLC

Jun 30, 26

-1.45K

MAI Capital Management

Jun 30, 26

-60

UBS Group AG

Jun 30, 26

-1.68K

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

-522

CONTINENTAL INVESTORS SERVICES, INC.

Jun 30, 26

-7.69K

NORTHERN TRUST CORP

Jun 30, 26

-19.32K

ENVESTNET ASSET MANAGEMENT INC

14.10M

Mar 31, 26

+1.98M

16.17%

Capital International Investors

8.00M

Mar 31, 26

+4.20M

9.18%

Capital Group Private Client Services, Inc.

6.92M

Mar 31, 26

+1.51M

7.94%

WELLS FARGO & COMPANY/MN

4.73M

Mar 31, 26

+2.40M

5.43%

Clearstead Advisors, LLC

2.75M

Mar 31, 26

+2.75M

3.15%

MML INVESTORS SERVICES, LLC

1.58M

Mar 31, 26

+21.85K

1.81%

ASSETMARK, INC

1.43M

Mar 31, 26

+216.96K

1.64%

Janney Montgomery Scott LLC

1.16M

Mar 31, 26

+371.94K

1.33%

Cambridge Investment Research Advisors, Inc.

1.08M

Mar 31, 26

+85.28K

1.24%

WILEY BROS.-AINTREE CAPITAL, LLC

754.02K

Mar 31, 26

+109.82K

0.87%

RAYMOND JAMES FINANCIAL INC

589.05K

Mar 31, 26

+76.14K

0.68%

James Reed Financial Services, Inc.

586.13K

Mar 31, 26

-12.50K

0.67%

TRUIST FINANCIAL CORP

403.12K

Mar 31, 26

+49.17K

0.46%

Smartleaf Asset Management LLC

394.29K

Mar 31, 26

+32.71K

0.45%

Gateway Wealth Partners, LLC

356.92K

Mar 31, 26

+286.94K

0.41%

JONES FINANCIAL COMPANIES LLLP

347.87K

Mar 31, 26

+155.59K

0.40%

CULLEN/FROST BANKERS, INC.

329.11K

Mar 31, 26

+43.30K

0.38%

TD Waterhouse Canada Inc.

324.86K

Mar 31, 26

+323.02K

0.37%

Strategic Blueprint, LLC

323.84K

Mar 31, 26

+11.69K

0.37%

PRINCIPAL SECURITIES, INC.

248.52K

Mar 31, 26

+37.09K

0.29%

Intrua Financial, LLC

244.92K

Mar 31, 26

+20.42K

0.28%

Concurrent Investment Advisors, LLC

233.30K

Mar 31, 26

-250.35K

0.27%

Evergreen Wealth Solutions, LLC

218.54K

Mar 31, 26

+88.87K

0.25%

HARBOUR INVESTMENTS, INC.

208.66K

Mar 31, 26

+98.86K

0.24%

Stratos Wealth Partners, LTD.

187.00K

Mar 31, 26

+16.55K

0.21%

Private Advisor Group, LLC

179.59K

Mar 31, 26

+49.51K

0.21%

GREAT VALLEY ADVISOR GROUP, INC.

151.45K

Mar 31, 26

+151.45K

0.17%

Merit Financial Group, LLC

148.86K

Mar 31, 26

-398

0.17%

PARK AVENUE SECURITIES LLC

138.97K

Mar 31, 26

+17.22K

0.16%

Blueprint Investment Partners LLC

90.83K

Mar 31, 26

+13.78K

0.10%

PFG Advisors

58.88K

Mar 31, 26

+11.09K

0.07%

Security Financial Services, INC.

55.95K

Mar 31, 26

+9.16K

0.06%

Ashton Thomas Private Wealth, LLC

52.08K

Mar 31, 26

+52.08K

0.06%

Pensionmark Financial Group, LLC

52.07K

Mar 31, 26

+52.07K

0.06%

Lantern Wealth Advisors, LLC

46.82K

Mar 31, 26

+18.61K

0.05%

DAVENPORT & Co LLC

46.23K

Mar 31, 26

+13.70K

0.05%

Atria Investments, Inc

46.18K

Mar 31, 26

+21.32K

0.05%

Transamerica Financial Advisors, Inc.

44.51K

Mar 31, 26

+24.15K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

43.35K

Mar 31, 26

-969

0.05%

Apollon Wealth Management, LLC

36.30K

Mar 31, 26

+24.94K

0.04%

IAG Wealth Partners, LLC

34.21K

Mar 31, 26

+5.71K

0.04%

Simplicity Wealth,LLC

33.04K

Mar 31, 26

+1.53K

0.04%

Bank of New York Mellon Corp

26.77K

Mar 31, 26

+26.77K

0.03%

NATIXIS ADVISORS, L.P.

24.80K

Mar 31, 26

+5.25K

0.03%

WEDBUSH SECURITIES INC

24.39K

Mar 31, 26

-254

0.03%

NORTHERN TRUST CORP

19.32K

Mar 31, 26

+1.25K

0.02%

Equitable Holdings, Inc.

18.50K

Mar 31, 26

+8.41K

0.02%

Mutual Advisors, LLC

18.25K

Mar 31, 26

+2.83K

0.02%

MGO ONE SEVEN LLC

14.10K

Mar 31, 26

-52

0.02%

Visionary Wealth Advisors

13.32K

Mar 31, 26

+4.09K

0.02%

Bleakley Financial Group, LLC

12.08K

Mar 31, 26

+707

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.55K

Mar 31, 26

+1.08K

0.01%

OPPENHEIMER & CO INC

10.18K

Mar 31, 26

+2.67K

0.01%

Sigma Planning Corp

9.41K

Mar 31, 26

+9.41K

0.01%

Vermillion & White Wealth Management Group, LLC

9.34K

Mar 31, 26

+9.34K

0.01%

Latitude Advisors, LLC

8.60K

Mar 31, 26

+8.60K

0.01%

Financial Council Asset Management Inc

8.37K

Mar 31, 26

+1.10K

0.01%

TCFG WEALTH MANAGEMENT, LLC

8.00K

Mar 31, 26

+8.00K

0.01%

HRT FINANCIAL LP

7.84K

Mar 31, 26

-21.58K

0.01%

CONTINENTAL INVESTORS SERVICES, INC.

7.69K

Mar 31, 26

-4.47K

0.01%

SITTNER & NELSON, LLC

7.40K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

7.00K

Mar 31, 26

+7.00K

0.01%

Ameritas Advisory Services, LLC

6.67K

Mar 31, 26

-3.74K

0.01%

MOTCO

4.80K

Mar 31, 26

+4.80K

0.01%

JPMORGAN CHASE & CO

3.41K

Mar 31, 26

+947

0.00%

ROTHSCHILD INVESTMENT LLC

1.22K

Mar 31, 26

+895

0.00%

CWM, LLC

1.04K

Mar 31, 26

-64

0.00%

GoalVest Advisory LLC

569

Mar 31, 26

+569

0.00%

CoreCap Advisors, LLC

109

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

108

Mar 31, 26

0.00%

CX Institutional

107

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

0.00%

CITADEL ADVISORS LLC

Mar 31, 26

-35.43K

Canandaigua National Trust Co of Florida

Mar 31, 26

-25.06K

Navalign, LLC

Mar 31, 26

-2

Concorde Asset Management, LLC

Mar 31, 26

-6.66K

Hilltop Holdings Inc.

Mar 31, 26

-9.11K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-87

FLOW TRADERS U.S. LLC

Mar 31, 26

-56.16K

Clarius Group, LLC

1.10M

Dec 31, 25

+1.10M

1.27%

ORG Partners LLC

57.28K

Dec 31, 25

+28.42K

0.07%

COMERICA BANK

7.11K

Dec 31, 25

+4.43K

0.01%

CIBC Private Wealth Group, LLC

1.73K

Dec 31, 25

-647

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-16.33K

Capital A Wealth Management, LLC

Jun 30, 25

-2.41K