Roundhill Generative AI & Technology ETF(CHAT)

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Roundhill Generative AI & Technology ETF(CHAT)

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Institutional Ownership

Top 241 Institutional Holders

Holder	Shares	Date	Change	% Held
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	992.71K	Jun 30, 26	-4.62K	4.74%
LPL Financial LLC	667.47K	Jun 30, 26	+129.35K	3.19%
Gradient Investments LLC	279.38K	Jun 30, 26	-88.87K	1.33%
COMMONWEALTH EQUITY SERVICES, LLC	163.19K	Jun 30, 26	+124.93K	0.78%
OLD MISSION CAPITAL LLC	143.25K	Jun 30, 26	+131.28K	0.68%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	101.53K	Jun 30, 26	+101.53K	0.48%
Mirae Asset Global Investments Co., Ltd.	100.00K	Jun 30, 26	+6.00K	0.48%
Janney Montgomery Scott LLC	82.76K	Jun 30, 26	+10.11K	0.40%
Berbice Capital Management LLC	79.81K	Jun 30, 26	+52.66K	0.38%
Summit Financial, LLC	78.16K	Jun 30, 26	+24.70K	0.37%
Quadrature Capital Ltd	76.99K	Jun 30, 26	+76.99K	0.37%
Gemmer Asset Management LLC	70.69K	Jun 30, 26	+26.60K	0.34%
Quadcap Wealth Management, LLC	69.33K	Jun 30, 26	-723	0.33%
LaSalle St. Investment Advisors, LLC	64.97K	Jun 30, 26	+11.97K	0.31%
ADVISOR GROUP HOLDINGS, INC.	60.78K	Jun 30, 26	-3.08K	0.29%
MONETA GROUP INVESTMENT ADVISORS LLC	55.47K	Jun 30, 26	+55.47K	0.26%
INSIGNEO ADVISORY SERVICES, LLC	49.72K	Jun 30, 26	+49.72K	0.24%
Brookstone Capital Management	42.25K	Jun 30, 26	+35.65K	0.20%
Mattson Financial Services, LLC	40.63K	Jun 30, 26	-16.70K	0.19%
Cambridge Investment Research Advisors, Inc.	37.54K	Jun 30, 26	+7.77K	0.18%
MONEY CONCEPTS CAPITAL CORP	36.25K	Jun 30, 26	+18.56K	0.17%
MGO ONE SEVEN LLC	35.10K	Jun 30, 26	+16.39K	0.17%
UBS Group AG	34.55K	Jun 30, 26	+20.95K	0.16%
ENVESTNET ASSET MANAGEMENT INC	30.66K	Jun 30, 26	-596	0.15%
UNIQUE WEALTH, LLC	29.52K	Jun 30, 26	+4.01K	0.14%
STIFEL FINANCIAL CORP	29.25K	Jun 30, 26	+10.58K	0.14%
HRT FINANCIAL LP	24.43K	Jun 30, 26	+24.43K	0.12%
Concurrent Investment Advisors, LLC	23.85K	Jun 30, 26	+7.36K	0.11%
SEAVIEW INVESTMENT MANAGERS LLC	23.65K	Jun 30, 26	+1.76K	0.11%
Visionary Wealth Advisors	23.46K	Jun 30, 26	+1.76K	0.11%
Box Hill Private Wealth LLC	22.54K	Jun 30, 26	+2.77K	0.11%
Equitable Holdings, Inc.	22.53K	Jun 30, 26	+8.52K	0.11%
Private Advisor Group, LLC	22.31K	Jun 30, 26	+13.53K	0.11%
Elequin Securities, LLC	21.44K	Jun 30, 26	+21.44K	0.10%
Providence First Trust Co	21.03K	Jun 30, 26	+3.09K	0.10%
Venture Visionary Partners LLC	20.26K	Jun 30, 26	-11	0.10%
VALLEY NATIONAL ADVISERS INC	20.20K	Jun 30, 26	--	0.10%
Belvedere Trading LLC	19.66K	Jun 30, 26	+19.66K	0.09%
WealthPlan Investment Management, LLC	19.25K	Jun 30, 26	+2.88K	0.09%
HARBOUR INVESTMENTS, INC.	15.59K	Jun 30, 26	+13.53K	0.07%
HighTower Advisors, LLC	14.74K	Jun 30, 26	+14.74K	0.07%
Allworth Financial LP	14.71K	Jun 30, 26	+2.67K	0.07%
Creative Planning	14.18K	Jun 30, 26	+2.05K	0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	14.00K	Jun 30, 26	+14.00K	0.07%
SeaCrest Wealth Management, LLC	13.69K	Jun 30, 26	-470	0.07%
Resources Investment Advisors, LLC.	13.44K	Jun 30, 26	+3.12K	0.06%
Stratos Wealth Partners, LTD.	12.79K	Jun 30, 26	+1.84K	0.06%
HOWARD FINANCIAL SERVICES, LTD.	11.76K	Jun 30, 26	+11.76K	0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11.74K	Jun 30, 26	+1.80K	0.06%
Endowment Wealth Management, Inc.	11.47K	Jun 30, 26	+748	0.05%
IMC-Chicago, LLC	10.86K	Jun 30, 26	+10.86K	0.05%
Beacon Financial Advisory LLC	10.56K	Jun 30, 26	+725	0.05%
VestGen Advisors, LLC	9.71K	Jun 30, 26	+200	0.05%
AE Wealth Management LLC	9.38K	Jun 30, 26	+533	0.04%
Regatta Research & Money Management	9.35K	Jun 30, 26	+9.35K	0.04%
MORGAN STANLEY	9.11K	Jun 30, 26	+4.88K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	9.08K	Jun 30, 26	--	0.04%
Mariner, LLC	9.03K	Jun 30, 26	+1.02K	0.04%
Brookwood Investment Group LLC	8.89K	Jun 30, 26	-955	0.04%
Integrated Wealth Concepts LLC	8.72K	Jun 30, 26	+4.16K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.60K	Jun 30, 26	+1.47K	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	7.79K	Jun 30, 26	+605	0.04%
MCF Advisors LLC	7.33K	Jun 30, 26	+45	0.03%
Sivia Capital Partners, LLC	7.20K	Jun 30, 26	--	0.03%
Kovack Advisors, Inc.	7.00K	Jun 30, 26	+7.00K	0.03%
Valeo Financial Advisors, LLC	6.82K	Jun 30, 26	--	0.03%
Redhawk Wealth Advisors, Inc.	6.70K	Jun 30, 26	+1.95K	0.03%
McAdam, LLC	6.70K	Jun 30, 26	+2.61K	0.03%
RAYMOND JAMES FINANCIAL INC	6.65K	Jun 30, 26	--	0.03%
Sigma Planning Corp	6.58K	Jun 30, 26	+6.58K	0.03%
Belpointe Asset Management LLC	6.55K	Jun 30, 26	+6.55K	0.03%
Ashton Thomas Private Wealth, LLC	6.46K	Jun 30, 26	-54	0.03%
Savvy Advisors, Inc.	6.44K	Jun 30, 26	+802	0.03%
Wealthcare Advisory Partners LLC	6.36K	Jun 30, 26	--	0.03%
Colony Group, LLC	6.27K	Jun 30, 26	-1.24K	0.03%
ARMSTRONG ADVISORY GROUP, INC	6.23K	Jun 30, 26	-1.10K	0.03%
Integrated Advisors Network LLC	5.92K	Jun 30, 26	-6.39K	0.03%
Gladstone Institutional Advisory LLC	5.88K	Jun 30, 26	+24	0.03%
PFG Investments, LLC	5.55K	Jun 30, 26	+2.16K	0.03%
Farther Finance Advisors, LLC	5.50K	Jun 30, 26	-22	0.03%
Cetera Investment Advisers	5.29K	Jun 30, 26	+5.29K	0.03%
RITHOLTZ WEALTH MANAGEMENT	5.27K	Jun 30, 26	-868	0.03%
STEPHENS INC /AR/	5.26K	Jun 30, 26	+40	0.03%
WELLS FARGO & COMPANY/MN	5.22K	Jun 30, 26	+2.43K	0.02%
Paladin Wealth, LLC	5.16K	Jun 30, 26	-624	0.02%
VESTIA PERSONAL WEALTH ADVISORS	5.15K	Jun 30, 26	--	0.02%
KCM INVESTMENT ADVISORS LLC	5.10K	Jun 30, 26	+300	0.02%
GROUP ONE TRADING, L.P.	5.05K	Jun 30, 26	+3.55K	0.02%
Moors & Cabot, Inc.	4.88K	Jun 30, 26	+485	0.02%
Noble Wealth Management PBC	4.78K	Jun 30, 26	+1.96K	0.02%
Allen Mooney & Barnes Investment Advisors LLC	4.70K	Jun 30, 26	+1.00K	0.02%
Evergreen Wealth Solutions, LLC	4.51K	Jun 30, 26	--	0.02%
Kestra Advisory Services, LLC	4.47K	Jun 30, 26	-1.58K	0.02%
Rollins Financial Advisors, LLC	4.47K	Jun 30, 26	+1.00K	0.02%
Bright Futures Wealth Management, LLC.	4.46K	Jun 30, 26	+4.46K	0.02%
Rockefeller Capital Management L.P.	4.30K	Jun 30, 26	-617	0.02%
BROWN WEALTH MANAGEMENT, LLC	4.27K	Jun 30, 26	-15	0.02%
GILL CAPITAL PARTNERS, LLC	4.23K	Jun 30, 26	+1.37K	0.02%
CITADEL ADVISORS LLC	4.17K	Jun 30, 26	-74.72K	0.02%
Sowell Financial Services LLC	4.02K	Jun 30, 26	+4.02K	0.02%
Strategic Financial Concepts, LLC	3.89K	Jun 30, 26	+3.89K	0.02%
Tempus Wealth Planning, LLC	3.81K	Jun 30, 26	--	0.02%
NewEdge Advisors, LLC	3.67K	Jun 30, 26	+777	0.02%
Ausdal Financial Partners, Inc.	3.61K	Jun 30, 26	+3.61K	0.02%
GOLDMAN SACHS GROUP INC	3.40K	Jun 30, 26	+3.40K	0.02%
Berkeley Capital Partners, LLC	3.31K	Jun 30, 26	+3.31K	0.02%
Advyzon Investment Management, LLC	3.29K	Jun 30, 26	+3.29K	0.02%
Cranbrook Wealth Management, LLC	3.18K	Jun 30, 26	+3.18K	0.02%
StoneX Group Inc.	3.18K	Jun 30, 26	+3.18K	0.02%
KMT WEALTH MANAGEMENT, LLC	3.17K	Jun 30, 26	+3.17K	0.02%
Kingsbury Capital Investment Advisors LLC	3.17K	Jun 30, 26	+3.17K	0.02%
Arkadios Wealth Advisors	3.15K	Jun 30, 26	+3.15K	0.02%
Fortis Capital Advisors, LLC	3.13K	Jun 30, 26	+3.13K	0.01%
Betterment LLC	3.11K	Jun 30, 26	+3.11K	0.01%
Sunpointe, LLC	3.10K	Jun 30, 26	+3.10K	0.01%
3Chopt Investment Partners, LLC	3.10K	Jun 30, 26	+3.10K	0.01%
IAM Advisory, LLC	3.08K	Jun 30, 26	+3.08K	0.01%
Oxinas Partners Wealth Management LLC	3.08K	Jun 30, 26	+3.08K	0.01%
Merit Financial Group, LLC	3.05K	Jun 30, 26	+3.05K	0.01%
Brown Financial Advisors	3.04K	Jun 30, 26	-937	0.01%
BROWN ADVISORY INC	3.00K	Jun 30, 26	+3.00K	0.01%
BENJAMIN EDWARDS INC	3.00K	Jun 30, 26	+3.00K	0.01%
MML INVESTORS SERVICES, LLC	2.94K	Jun 30, 26	+2.94K	0.01%
CAPTRUST FINANCIAL ADVISORS	2.91K	Jun 30, 26	+2.91K	0.01%
Sanctuary Advisors, LLC	2.90K	Jun 30, 26	+2.90K	0.01%
COLUMBIA ADVISORY PARTNERS LLC	2.88K	Jun 30, 26	+2.88K	0.01%
Diversified Portfolios, Inc.	2.86K	Jun 30, 26	+2.86K	0.01%
JT Stratford LLC	2.78K	Jun 30, 26	+2.78K	0.01%
SIMPLEX TRADING, LLC	2.74K	Jun 30, 26	-576	0.01%
Berman McAleer LLC	2.60K	Jun 30, 26	+2.60K	0.01%
Cerity Partners LLC	2.60K	Jun 30, 26	+2.60K	0.01%
Valmark Advisers, Inc.	2.60K	Jun 30, 26	+2.60K	0.01%
Venturi Wealth Management, LLC	2.40K	Jun 30, 26	+2.40K	0.01%
Capital Investment Advisors, LLC	2.40K	Jun 30, 26	+2.40K	0.01%
Foundations Investment Advisors, LLC	2.37K	Jun 30, 26	+2.37K	0.01%
Fusion Capital, LLC	2.35K	Jun 30, 26	+2.35K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.33K	Jun 30, 26	+2.33K	0.01%
TCG Advisory Services, LLC	2.28K	Jun 30, 26	+2.28K	0.01%
Jackson, Grant Investment Advisers, Inc.	2.28K	Jun 30, 26	--	0.01%
Independent Wealth Advisors LLC	2.26K	Jun 30, 26	+2.26K	0.01%
MEITAV INVESTMENT HOUSE LTD	2.23K	Jun 30, 26	+2.23K	0.01%
Global Retirement Partners, LLC	2.21K	Jun 30, 26	+2.21K	0.01%
Valley Brook Capital Group, Inc.	2.21K	Jun 30, 26	+2.21K	0.01%
CERTIOR FINANCIAL GROUP, LLC	2.13K	Jun 30, 26	+2.13K	0.01%
ROYAL BANK OF CANADA	2.12K	Jun 30, 26	+950	0.01%
Sun Group Wealth Partners	2.11K	Jun 30, 26	+2.11K	0.01%
PCG Wealth Advisors, LLC	2.11K	Jun 30, 26	+2.11K	0.01%
Avidian Wealth Solutions, LLC	2.10K	Jun 30, 26	+2.10K	0.01%
ZEGA Investments, LLC	2.09K	Jun 30, 26	+2.09K	0.01%
Beacon Capital Management, LLC	2.08K	Jun 30, 26	+2.08K	0.01%
Mach-1 Financial Group, LLC	2.06K	Jun 30, 26	+2.06K	0.01%
VESTOR CAPITAL, LLC	1.87K	Jun 30, 26	+620	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	1.37K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	1.32K	Jun 30, 26	--	0.01%
Ronald Blue Trust, Inc.	1.24K	Jun 30, 26	--	0.01%
Spire Wealth Management	1.23K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	1.19K	Jun 30, 26	+163	0.01%
Cassaday & Co Wealth Management LLC	1.18K	Jun 30, 26	+1.18K	0.01%
Geneos Wealth Management Inc.	813	Jun 30, 26	-109	0.00%
BARCLAYS PLC	800	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	660	Jun 30, 26	+154	0.00%
Clearstead Advisors, LLC	655	Jun 30, 26	+15	0.00%
Signature Equity Partners, LLC	635	Jun 30, 26	+635	0.00%
Parallel Advisors, LLC	633	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	569	Jun 30, 26	+269	0.00%
MERCER GLOBAL ADVISORS INC /ADV	565	Jun 30, 26	+565	0.00%
EVERMAY WEALTH MANAGEMENT LLC	545	Jun 30, 26	+545	0.00%
MPWM ADVISORY SOLUTIONS, LLC	500	Jun 30, 26	+500	0.00%
PRIVATE TRUST CO NA	469	Jun 30, 26	-74	0.00%
Federation des caisses Desjardins du Quebec	462	Jun 30, 26	-160	0.00%
Glass Jacobson Investment Advisors llc	442	Jun 30, 26	--	0.00%
Morse Asset Management, Inc	430	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	418	Jun 30, 26	+130	0.00%
HUNTINGTON NATIONAL BANK	351	Jun 30, 26	--	0.00%
Larson Financial Group LLC	333	Jun 30, 26	--	0.00%
CNB Bank	319	Jun 30, 26	-167	0.00%
IFG Advisory, LLC	309	Jun 30, 26	+309	0.00%
ASSETMARK, INC	299	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	290	Jun 30, 26	--	0.00%
VISION FINANCIAL MARKETS LLC	274	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	248	Jun 30, 26	--	0.00%
Strategic Advocates LLC	246	Jun 30, 26	+120	0.00%
AMERIFLEX GROUP, INC.	245	Jun 30, 26	+245	0.00%
Roble, Belko & Company, Inc	216	Jun 30, 26	--	0.00%
Gen-Wealth Partners Inc	204	Jun 30, 26	--	0.00%
Triumph Capital Management	203	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	191	Jun 30, 26	+191	0.00%
Ritter Daniher Financial Advisory LLC / DE	167	Jun 30, 26	+6	0.00%
Russell Investments Group, Ltd.	157	Jun 30, 26	+157	0.00%
ROSS\JOHNSON & Associates LLC	150	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	141	Jun 30, 26	+58	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	132	Jun 30, 26	-35	0.00%
Cheviot Value Management, LLC	100	Jun 30, 26	+100	0.00%
US BANCORP \DE\	100	Jun 30, 26	--	0.00%
ADIRONDACK TRUST CO	78	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	70	Jun 30, 26	+70	0.00%
Rossby Financial, LCC	65	Jun 30, 26	--	0.00%
Napier Financial, LLC	64	Jun 30, 26	--	0.00%
TUCKER ASSET MANAGEMENT LLC	64	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	51	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	38	Jun 30, 26	+20	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	34	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	31	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	31	Jun 30, 26	+31	0.00%
CoreCap Advisors, LLC	31	Jun 30, 26	+31	0.00%
Ancora Advisors, LLC	27	Jun 30, 26	+6	0.00%
Ameritas Advisory Services, LLC	25	Jun 30, 26	+25	0.00%
REAP Financial Group, LLC	24	Jun 30, 26	+24	0.00%
NATIONAL BANK OF CANADA /FI/	20	Jun 30, 26	+20	0.00%
SIGNATUREFD, LLC	16	Jun 30, 26	--	0.00%
BFSG, LLC	15	Jun 30, 26	+15	0.00%
TD Waterhouse Canada Inc.	12	Jun 30, 26	+12	0.00%
Horizon Investments, LLC	8	Jun 30, 26	-8	0.00%
Plante Moran Financial Advisors, LLC	6	Jun 30, 26	+6	0.00%
Frazier Financial Advisors, LLC	5	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	2	Jun 30, 26	+2	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-81	--
Trexquant Investment LP	--	Jun 30, 26	-3.57K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-12.98K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-29.44K	--
GTS SECURITIES LLC	--	Jun 30, 26	-34.43K	--
Jackson Wealth Management, LLC	--	Jun 30, 26	-4.51K	--
Truvestments Capital LLC	--	Jun 30, 26	-20	--
Financial Freedom, LLC	--	Jun 30, 26	-161	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-918	--
Advisory Services Network, LLC	--	Jun 30, 26	-945	--
GFS Advisors, LLC	--	Jun 30, 26	-8.00K	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-200	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-64.79K	--
VectorGlobal IAG, Inc.	24.04K	Mar 31, 26	+24.04K	0.11%
CWM, LLC	189	Mar 31, 26	-39	0.00%
Sunbelt Securities, Inc.	161	Mar 31, 26	--	0.00%
Silicon Valley Capital Partners	77	Mar 31, 26	+77	0.00%
McIlrath & Eck, LLC	16	Mar 31, 26	+16	0.00%
NRI Wealth Management LC	76.83K	Dec 31, 25	+4.07K	0.37%
ORG Partners LLC	140	Dec 31, 25	+140	0.00%
WOLVERINE TRADING, LLC	5.67K	Sep 30, 25	+5.67K	0.03%
FSA Wealth Management LLC	--	Sep 30, 25	-250	--
AVANTAX ADVISORY SERVICES, INC.	18.66K	Jun 30, 25	-9.96K	0.09%
Legacy Investment Solutions, LLC	893	Jun 30, 25	+893	0.00%
Householder Group Estate & Retirement Specialist, LLC	200	Dec 31, 24	--	0.00%

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Holder

Date

Change

% Held

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

992.71K

Jun 30, 26

-4.62K

4.74%

LPL Financial LLC

667.47K

Jun 30, 26

+129.35K

3.19%

Gradient Investments LLC

279.38K

Jun 30, 26

-88.87K

1.33%

COMMONWEALTH EQUITY SERVICES, LLC

163.19K

Jun 30, 26

+124.93K

0.78%

OLD MISSION CAPITAL LLC

143.25K

Jun 30, 26

+131.28K

0.68%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

101.53K

Jun 30, 26

+101.53K

0.48%

Mirae Asset Global Investments Co., Ltd.

100.00K

Jun 30, 26

+6.00K

0.48%

Janney Montgomery Scott LLC

82.76K

Jun 30, 26

+10.11K

0.40%

Berbice Capital Management LLC

79.81K

Jun 30, 26

+52.66K

0.38%

Summit Financial, LLC

78.16K

Jun 30, 26

+24.70K

0.37%

Quadrature Capital Ltd

76.99K

Jun 30, 26

+76.99K

0.37%

Gemmer Asset Management LLC

70.69K

Jun 30, 26

+26.60K

0.34%

Quadcap Wealth Management, LLC

69.33K

Jun 30, 26

-723

0.33%

LaSalle St. Investment Advisors, LLC

64.97K

Jun 30, 26

+11.97K

0.31%

ADVISOR GROUP HOLDINGS, INC.

60.78K

Jun 30, 26

-3.08K

0.29%

MONETA GROUP INVESTMENT ADVISORS LLC

55.47K

Jun 30, 26

+55.47K

0.26%

INSIGNEO ADVISORY SERVICES, LLC

49.72K

Jun 30, 26

+49.72K

0.24%

Brookstone Capital Management

42.25K

Jun 30, 26

+35.65K

0.20%

Mattson Financial Services, LLC

40.63K

Jun 30, 26

-16.70K

0.19%

Cambridge Investment Research Advisors, Inc.

37.54K

Jun 30, 26

+7.77K

0.18%

MONEY CONCEPTS CAPITAL CORP

36.25K

Jun 30, 26

+18.56K

0.17%

MGO ONE SEVEN LLC

35.10K

Jun 30, 26

+16.39K

0.17%

UBS Group AG

34.55K

Jun 30, 26

+20.95K

0.16%

ENVESTNET ASSET MANAGEMENT INC

30.66K

Jun 30, 26

-596

0.15%

UNIQUE WEALTH, LLC

29.52K

Jun 30, 26

+4.01K

0.14%

STIFEL FINANCIAL CORP

29.25K

Jun 30, 26

+10.58K

0.14%

HRT FINANCIAL LP

24.43K

Jun 30, 26

+24.43K

0.12%

Concurrent Investment Advisors, LLC

23.85K

Jun 30, 26

+7.36K

0.11%

SEAVIEW INVESTMENT MANAGERS LLC

23.65K

Jun 30, 26

+1.76K

0.11%

Visionary Wealth Advisors

23.46K

Jun 30, 26

+1.76K

0.11%

Box Hill Private Wealth LLC

22.54K

Jun 30, 26

+2.77K

0.11%

Equitable Holdings, Inc.

22.53K

Jun 30, 26

+8.52K

0.11%

Private Advisor Group, LLC

22.31K

Jun 30, 26

+13.53K

0.11%

Elequin Securities, LLC

21.44K

Jun 30, 26

+21.44K

0.10%

Providence First Trust Co

21.03K

Jun 30, 26

+3.09K

0.10%

Venture Visionary Partners LLC

20.26K

Jun 30, 26

-11

0.10%

VALLEY NATIONAL ADVISERS INC

20.20K

Jun 30, 26

0.10%

Belvedere Trading LLC

19.66K

Jun 30, 26

+19.66K

0.09%

WealthPlan Investment Management, LLC

19.25K

Jun 30, 26

+2.88K

0.09%

HARBOUR INVESTMENTS, INC.

15.59K

Jun 30, 26

+13.53K

0.07%

HighTower Advisors, LLC

14.74K

Jun 30, 26

+14.74K

0.07%

Allworth Financial LP

14.71K

Jun 30, 26

+2.67K

0.07%

Creative Planning

14.18K

Jun 30, 26

+2.05K

0.07%

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

14.00K

Jun 30, 26

+14.00K

0.07%

SeaCrest Wealth Management, LLC

13.69K

Jun 30, 26

-470

0.07%

Resources Investment Advisors, LLC.

13.44K

Jun 30, 26

+3.12K

0.06%

Stratos Wealth Partners, LTD.

12.79K

Jun 30, 26

+1.84K

0.06%

HOWARD FINANCIAL SERVICES, LTD.

11.76K

Jun 30, 26

+11.76K

0.06%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

11.74K

Jun 30, 26

+1.80K

0.06%

Endowment Wealth Management, Inc.

11.47K

Jun 30, 26

+748

0.05%

IMC-Chicago, LLC

10.86K

Jun 30, 26

+10.86K

0.05%

Beacon Financial Advisory LLC

10.56K

Jun 30, 26

+725

0.05%

VestGen Advisors, LLC

9.71K

Jun 30, 26

+200

0.05%

AE Wealth Management LLC

9.38K

Jun 30, 26

+533

0.04%

Regatta Research & Money Management

9.35K

Jun 30, 26

+9.35K

0.04%

MORGAN STANLEY

9.11K

Jun 30, 26

+4.88K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

9.08K

Jun 30, 26

0.04%

Mariner, LLC

9.03K

Jun 30, 26

+1.02K

0.04%

Brookwood Investment Group LLC

8.89K

Jun 30, 26

-955

0.04%

Integrated Wealth Concepts LLC

8.72K

Jun 30, 26

+4.16K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

8.60K

Jun 30, 26

+1.47K

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

7.79K

Jun 30, 26

+605

0.04%

MCF Advisors LLC

7.33K

Jun 30, 26

+45

0.03%

Sivia Capital Partners, LLC

7.20K

Jun 30, 26

0.03%

Kovack Advisors, Inc.

7.00K

Jun 30, 26

+7.00K

0.03%

Valeo Financial Advisors, LLC

6.82K

Jun 30, 26

0.03%

Redhawk Wealth Advisors, Inc.

6.70K

Jun 30, 26

+1.95K

0.03%

McAdam, LLC

6.70K

Jun 30, 26

+2.61K

0.03%

RAYMOND JAMES FINANCIAL INC

6.65K

Jun 30, 26

0.03%

Sigma Planning Corp

6.58K

Jun 30, 26

+6.58K

0.03%

Belpointe Asset Management LLC

6.55K

Jun 30, 26

+6.55K

0.03%

Ashton Thomas Private Wealth, LLC

6.46K

Jun 30, 26

-54

0.03%

Savvy Advisors, Inc.

6.44K

Jun 30, 26

+802

0.03%

Wealthcare Advisory Partners LLC

6.36K

Jun 30, 26

0.03%

Colony Group, LLC

6.27K

Jun 30, 26

-1.24K

0.03%

ARMSTRONG ADVISORY GROUP, INC

6.23K

Jun 30, 26

-1.10K

0.03%

Integrated Advisors Network LLC

5.92K

Jun 30, 26

-6.39K

0.03%

Gladstone Institutional Advisory LLC

5.88K

Jun 30, 26

+24

0.03%

PFG Investments, LLC

5.55K

Jun 30, 26

+2.16K

0.03%

Farther Finance Advisors, LLC

5.50K

Jun 30, 26

-22

0.03%

Cetera Investment Advisers

5.29K

Jun 30, 26

+5.29K

0.03%

RITHOLTZ WEALTH MANAGEMENT

5.27K

Jun 30, 26

-868

0.03%

STEPHENS INC /AR/

5.26K

Jun 30, 26

+40

0.03%

WELLS FARGO & COMPANY/MN

5.22K

Jun 30, 26

+2.43K

0.02%

Paladin Wealth, LLC

5.16K

Jun 30, 26

-624

0.02%

VESTIA PERSONAL WEALTH ADVISORS

5.15K

Jun 30, 26

0.02%

KCM INVESTMENT ADVISORS LLC

5.10K

Jun 30, 26

+300

0.02%

GROUP ONE TRADING, L.P.

5.05K

Jun 30, 26

+3.55K

0.02%

Moors & Cabot, Inc.

4.88K

Jun 30, 26

+485

0.02%

Noble Wealth Management PBC

4.78K

Jun 30, 26

+1.96K

0.02%

Allen Mooney & Barnes Investment Advisors LLC

4.70K

Jun 30, 26

+1.00K

0.02%

Evergreen Wealth Solutions, LLC

4.51K

Jun 30, 26

0.02%

Kestra Advisory Services, LLC

4.47K

Jun 30, 26

-1.58K

0.02%

Rollins Financial Advisors, LLC

4.47K

Jun 30, 26

+1.00K

0.02%

Bright Futures Wealth Management, LLC.

4.46K

Jun 30, 26

+4.46K

0.02%

Rockefeller Capital Management L.P.

4.30K

Jun 30, 26

-617

0.02%

BROWN WEALTH MANAGEMENT, LLC

4.27K

Jun 30, 26

-15

0.02%

GILL CAPITAL PARTNERS, LLC

4.23K

Jun 30, 26

+1.37K

0.02%

CITADEL ADVISORS LLC

4.17K

Jun 30, 26

-74.72K

0.02%

Sowell Financial Services LLC

4.02K

Jun 30, 26

+4.02K

0.02%

Strategic Financial Concepts, LLC

3.89K

Jun 30, 26

+3.89K

0.02%

Tempus Wealth Planning, LLC

3.81K

Jun 30, 26

0.02%

NewEdge Advisors, LLC

3.67K

Jun 30, 26

+777

0.02%

Ausdal Financial Partners, Inc.

3.61K

Jun 30, 26

+3.61K

0.02%

GOLDMAN SACHS GROUP INC

3.40K

Jun 30, 26

+3.40K

0.02%

Berkeley Capital Partners, LLC

3.31K

Jun 30, 26

+3.31K

0.02%

Advyzon Investment Management, LLC

3.29K

Jun 30, 26

+3.29K

0.02%

Cranbrook Wealth Management, LLC

3.18K

Jun 30, 26

+3.18K

0.02%

StoneX Group Inc.

3.18K

Jun 30, 26

+3.18K

0.02%

KMT WEALTH MANAGEMENT, LLC

3.17K

Jun 30, 26

+3.17K

0.02%

Kingsbury Capital Investment Advisors LLC

3.17K

Jun 30, 26

+3.17K

0.02%

Arkadios Wealth Advisors

3.15K

Jun 30, 26

+3.15K

0.02%

Fortis Capital Advisors, LLC

3.13K

Jun 30, 26

+3.13K

0.01%

Betterment LLC

3.11K

Jun 30, 26

+3.11K

0.01%

Sunpointe, LLC

3.10K

Jun 30, 26

+3.10K

0.01%

3Chopt Investment Partners, LLC

3.10K

Jun 30, 26

+3.10K

0.01%

IAM Advisory, LLC

3.08K

Jun 30, 26

+3.08K

0.01%

Oxinas Partners Wealth Management LLC

3.08K

Jun 30, 26

+3.08K

0.01%

Merit Financial Group, LLC

3.05K

Jun 30, 26

+3.05K

0.01%

Brown Financial Advisors

3.04K

Jun 30, 26

-937

0.01%

BROWN ADVISORY INC

3.00K

Jun 30, 26

+3.00K

0.01%

BENJAMIN EDWARDS INC

3.00K

Jun 30, 26

+3.00K

0.01%

MML INVESTORS SERVICES, LLC

2.94K

Jun 30, 26

+2.94K

0.01%

CAPTRUST FINANCIAL ADVISORS

2.91K

Jun 30, 26

+2.91K

0.01%

Sanctuary Advisors, LLC

2.90K

Jun 30, 26

+2.90K

0.01%

COLUMBIA ADVISORY PARTNERS LLC

2.88K

Jun 30, 26

+2.88K

0.01%

Diversified Portfolios, Inc.

2.86K

Jun 30, 26

+2.86K

0.01%

JT Stratford LLC

2.78K

Jun 30, 26

+2.78K

0.01%

SIMPLEX TRADING, LLC

2.74K

Jun 30, 26

-576

0.01%

Berman McAleer LLC

2.60K

Jun 30, 26

+2.60K

0.01%

Cerity Partners LLC

2.60K

Jun 30, 26

+2.60K

0.01%

Valmark Advisers, Inc.

2.60K

Jun 30, 26

+2.60K

0.01%

Venturi Wealth Management, LLC

2.40K

Jun 30, 26

+2.40K

0.01%

Capital Investment Advisors, LLC

2.40K

Jun 30, 26

+2.40K

0.01%

Foundations Investment Advisors, LLC

2.37K

Jun 30, 26

+2.37K

0.01%

Fusion Capital, LLC

2.35K

Jun 30, 26

+2.35K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.33K

Jun 30, 26

+2.33K

0.01%

TCG Advisory Services, LLC

2.28K

Jun 30, 26

+2.28K

0.01%

Jackson, Grant Investment Advisers, Inc.

2.28K

Jun 30, 26

0.01%

Independent Wealth Advisors LLC

2.26K

Jun 30, 26

+2.26K

0.01%

MEITAV INVESTMENT HOUSE LTD

2.23K

Jun 30, 26

+2.23K

0.01%

Global Retirement Partners, LLC

2.21K

Jun 30, 26

+2.21K

0.01%

Valley Brook Capital Group, Inc.

2.21K

Jun 30, 26

+2.21K

0.01%

CERTIOR FINANCIAL GROUP, LLC

2.13K

Jun 30, 26

+2.13K

0.01%

ROYAL BANK OF CANADA

2.12K

Jun 30, 26

+950

0.01%

Sun Group Wealth Partners

2.11K

Jun 30, 26

+2.11K

0.01%

PCG Wealth Advisors, LLC

2.11K

Jun 30, 26

+2.11K

0.01%

Avidian Wealth Solutions, LLC

2.10K

Jun 30, 26

+2.10K

0.01%

ZEGA Investments, LLC

2.09K

Jun 30, 26

+2.09K

0.01%

Beacon Capital Management, LLC

2.08K

Jun 30, 26

+2.08K

0.01%

Mach-1 Financial Group, LLC

2.06K

Jun 30, 26

+2.06K

0.01%

VESTOR CAPITAL, LLC

1.87K

Jun 30, 26

+620

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

1.37K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

1.32K

Jun 30, 26

0.01%

Ronald Blue Trust, Inc.

1.24K

Jun 30, 26

0.01%

Spire Wealth Management

1.23K

Jun 30, 26

0.01%

IFP Advisors, Inc

1.19K

Jun 30, 26

+163

0.01%

Cassaday & Co Wealth Management LLC

1.18K

Jun 30, 26

+1.18K

0.01%

Geneos Wealth Management Inc.

813

Jun 30, 26

-109

0.00%

BARCLAYS PLC

800

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

660

Jun 30, 26

+154

0.00%

Clearstead Advisors, LLC

655

Jun 30, 26

+15

0.00%

Signature Equity Partners, LLC

635

Jun 30, 26

+635

0.00%

Parallel Advisors, LLC

633

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

569

Jun 30, 26

+269

0.00%

MERCER GLOBAL ADVISORS INC /ADV

565

Jun 30, 26

+565

0.00%

EVERMAY WEALTH MANAGEMENT LLC

545

Jun 30, 26

+545

0.00%

MPWM ADVISORY SOLUTIONS, LLC

500

Jun 30, 26

+500

0.00%

PRIVATE TRUST CO NA

469

Jun 30, 26

-74

0.00%

Federation des caisses Desjardins du Quebec

462

Jun 30, 26

-160

0.00%

Glass Jacobson Investment Advisors llc

442

Jun 30, 26

0.00%

Morse Asset Management, Inc

430

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

418

Jun 30, 26

+130

0.00%

HUNTINGTON NATIONAL BANK

351

Jun 30, 26

0.00%

Larson Financial Group LLC

333

Jun 30, 26

0.00%

CNB Bank

319

Jun 30, 26

-167

0.00%

IFG Advisory, LLC

309

Jun 30, 26

+309

0.00%

ASSETMARK, INC

299

Jun 30, 26

0.00%

Synergy Investment Management, LLC

290

Jun 30, 26

0.00%

VISION FINANCIAL MARKETS LLC

274

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

248

Jun 30, 26

0.00%

Strategic Advocates LLC

246

Jun 30, 26

+120

0.00%

AMERIFLEX GROUP, INC.

245

Jun 30, 26

+245

0.00%

Roble, Belko & Company, Inc

216

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

204

Jun 30, 26

0.00%

Triumph Capital Management

203

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

191

Jun 30, 26

+191

0.00%

Ritter Daniher Financial Advisory LLC / DE

167

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

157

Jun 30, 26

+157

0.00%

ROSS\JOHNSON & Associates LLC

150

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

141

Jun 30, 26

+58

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

132

Jun 30, 26

-35

0.00%

Cheviot Value Management, LLC

100

Jun 30, 26

+100

0.00%

US BANCORP \DE\

100

Jun 30, 26

0.00%

ADIRONDACK TRUST CO

Jun 30, 26

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+70

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

Napier Financial, LLC

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

+20

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+31

0.00%

CoreCap Advisors, LLC

Jun 30, 26

+31

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

Jun 30, 26

+25

0.00%

REAP Financial Group, LLC

Jun 30, 26

+24

0.00%

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

+20

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

BFSG, LLC

Jun 30, 26

+15

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

+12

0.00%

Horizon Investments, LLC

Jun 30, 26

-8

0.00%

Plante Moran Financial Advisors, LLC

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-81

Trexquant Investment LP

Jun 30, 26

-3.57K

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-12.98K

FLOW TRADERS U.S. LLC

Jun 30, 26

-29.44K

GTS SECURITIES LLC

Jun 30, 26

-34.43K

Jackson Wealth Management, LLC

Jun 30, 26

-4.51K

Truvestments Capital LLC

Jun 30, 26

-20

Financial Freedom, LLC

Jun 30, 26

-161

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-918

Advisory Services Network, LLC

Jun 30, 26

-945

GFS Advisors, LLC

Jun 30, 26

-8.00K

Innovative Asset Advisors Group, LLC

Jun 30, 26

-200

JANE STREET GROUP, LLC

Jun 30, 26

-64.79K

VectorGlobal IAG, Inc.

24.04K

Mar 31, 26

+24.04K

0.11%

CWM, LLC

189

Mar 31, 26

-39

0.00%

Sunbelt Securities, Inc.

161

Mar 31, 26

0.00%

Silicon Valley Capital Partners

Mar 31, 26

+77

0.00%

McIlrath & Eck, LLC

Mar 31, 26

+16

0.00%

NRI Wealth Management LC

76.83K

Dec 31, 25

+4.07K

0.37%

ORG Partners LLC

140

Dec 31, 25

+140

0.00%

WOLVERINE TRADING, LLC

5.67K

Sep 30, 25

+5.67K

0.03%

FSA Wealth Management LLC

Sep 30, 25

-250

AVANTAX ADVISORY SERVICES, INC.

18.66K

Jun 30, 25

-9.96K

0.09%

Legacy Investment Solutions, LLC

893

Jun 30, 25

+893

0.00%

Householder Group Estate & Retirement Specialist, LLC

200

Dec 31, 24

0.00%