iShares AAA CLO ETF(CLOA)

$51.77—

Chart

iShares AAA CLO ETF(CLOA)

NASDAQ

$51.77—

Chart Studio

CLOA(CLOA)

CLOA

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

Institutional Ownership

Top 227 Institutional Holders

Holder	Shares	Date	Change	% Held
Richard Bernstein Advisors LLC	6.19M	Mar 31, 26	+6.19M	28.00%
ENVESTNET ASSET MANAGEMENT INC	2.67M	Mar 31, 26	+972.47K	12.09%
BlackRock, Inc.	2.10M	Mar 31, 26	+381.00K	9.49%
LPL Financial LLC	1.94M	Mar 31, 26	+208.56K	8.78%
Advocacy Wealth Management Services, LLC	1.05M	Mar 31, 26	+312.31K	4.77%
MORGAN STANLEY	825.49K	Mar 31, 26	+577.71K	3.74%
Cetera Investment Advisers	587.39K	Mar 31, 26	+139.93K	2.66%
INSPIRION WEALTH ADVISORS, LLC	563.34K	Mar 31, 26	+63.42K	2.55%
JPMORGAN CHASE & CO	537.73K	Mar 31, 26	-607.99K	2.43%
Pallas Capital Advisors LLC	512.98K	Mar 31, 26	-46.84K	2.32%
CenturyLink Investment Management Co	511.60K	Mar 31, 26	+511.60K	2.32%
MML INVESTORS SERVICES, LLC	440.93K	Mar 31, 26	+152.66K	2.00%
Vestmark Advisory Solutions, Inc.	440.51K	Mar 31, 26	+160.17K	1.99%
Betterment LLC	348.45K	Mar 31, 26	+24.29K	1.58%
Elequin Securities, LLC	317.15K	Mar 31, 26	+316.95K	1.44%
Goldstone Financial Group, LLC	303.92K	Mar 31, 26	+39.84K	1.38%
Landing Point Financial Group, LLC	298.25K	Mar 31, 26	+27.30K	1.35%
Resources Investment Advisors, LLC.	292.37K	Mar 31, 26	+176.50K	1.32%
ASSETMARK, INC	289.66K	Mar 31, 26	+80.92K	1.31%
AE Wealth Management LLC	274.37K	Mar 31, 26	+42.63K	1.24%
Envestnet Portfolio Solutions, Inc.	270.91K	Mar 31, 26	+82.56K	1.23%
COMMONWEALTH EQUITY SERVICES, LLC	258.63K	Mar 31, 26	+54.12K	1.17%
Cascade Wealth Advisors, Inc	239.30K	Mar 31, 26	+12.78K	1.08%
CacheTech Inc.	217.08K	Mar 31, 26	-1.70K	0.98%
STAR Financial Bank	213.41K	Mar 31, 26	+28.59K	0.97%
Tower Research Capital LLC (TRC)	200.42K	Mar 31, 26	+137.61K	0.91%
Prime Capital Investment Advisors, LLC	195.75K	Mar 31, 26	+166.37K	0.89%
Adams Wealth Management	195.40K	Mar 31, 26	+2.04K	0.88%
Kovitz Investment Group Partners, LLC	188.35K	Mar 31, 26	+10.77K	0.85%
Ferguson Shapiro LLC	184.06K	Mar 31, 26	-51.80K	0.83%
DRIVE WEALTH MANAGEMENT, LLC	179.55K	Mar 31, 26	-38.95K	0.81%
BAR HARBOR WEALTH MANAGEMENT	175.51K	Mar 31, 26	-109.50K	0.79%
Keel Point, LLC	158.49K	Mar 31, 26	+158.49K	0.72%
STIFEL FINANCIAL CORP	150.80K	Mar 31, 26	+133.91K	0.68%
ODonnell Financial Services, LLC	148.63K	Mar 31, 26	+8.85K	0.67%
Mount Yale Investment Advisors, LLC	140.42K	Mar 31, 26	+124.92K	0.64%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	138.73K	Mar 31, 26	+88.61K	0.63%
DIVERSIFY WEALTH MANAGEMENT, LLC	137.37K	Mar 31, 26	+129.10K	0.62%
Client First Capital LLC	134.38K	Mar 31, 26	+134.38K	0.61%
KICKSTAND VENTURES, LLC.	124.54K	Mar 31, 26	-2.79K	0.56%
BANK OF MONTREAL /CAN/	121.94K	Mar 31, 26	+38.44K	0.55%
UBS Group AG	115.39K	Mar 31, 26	+115.39K	0.52%
Triad Wealth Partners, LLC	114.01K	Mar 31, 26	+54.33K	0.52%
POTENTIA WEALTH	111.31K	Mar 31, 26	+30.04K	0.50%
PARK AVENUE SECURITIES LLC	110.16K	Mar 31, 26	+34.49K	0.50%
Equitable Holdings, Inc.	99.41K	Mar 31, 26	+27.02K	0.45%
Meiji Yasuda Life Insurance Co	98.00K	Mar 31, 26	+98.00K	0.44%
Private Advisor Group, LLC	94.75K	Mar 31, 26	+3.71K	0.43%
JB Capital LLC	86.56K	Mar 31, 26	+23.02K	0.39%
ALLSTATE CORP	84.62K	Mar 31, 26	+43.23K	0.38%
SCOTIA CAPITAL INC.	77.65K	Mar 31, 26	-4.71K	0.35%
ADVISOR GROUP HOLDINGS, INC.	75.47K	Mar 31, 26	-28.66K	0.34%
CAPTRUST FINANCIAL ADVISORS	75.08K	Mar 31, 26	-30.15K	0.34%
CITADEL ADVISORS LLC	72.61K	Mar 31, 26	+72.61K	0.33%
RAYMOND JAMES FINANCIAL INC	71.67K	Mar 31, 26	+15.87K	0.32%
Aureus Asset Management, LLC	70.83K	Mar 31, 26	+4.43K	0.32%
Bulwark Capital Corp	70.69K	Mar 31, 26	+25.32K	0.32%
Rockport Wealth LLC	67.23K	Mar 31, 26	+28.49K	0.30%
NewEdge Wealth, LLC	64.33K	Mar 31, 26	+64.33K	0.29%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	61.62K	Mar 31, 26	+14.93K	0.28%
UBS ASSET MANAGEMENT AMERICAS INC	60.88K	Mar 31, 26	+60.88K	0.28%
TCG Advisory Services, LLC	60.54K	Mar 31, 26	+60.54K	0.27%
TRUIST FINANCIAL CORP	58.30K	Mar 31, 26	-1.97K	0.26%
NorthRock Partners, LLC	56.64K	Mar 31, 26	+35.46K	0.26%
SCHRODER INVESTMENT MANAGEMENT GROUP	49.42K	Mar 31, 26	+21.65K	0.22%
Brookstone Capital Management	41.02K	Mar 31, 26	-1.21K	0.19%
TOEWS CORP /ADV	40.50K	Mar 31, 26	-3.00K	0.18%
IHT Wealth Management, LLC	35.59K	Mar 31, 26	+35.59K	0.16%
Impact Partnership Wealth, LLC	35.18K	Mar 31, 26	+5.63K	0.16%
EHRLICH FINANCIAL GROUP	34.89K	Mar 31, 26	+34.89K	0.16%
Sequoia Financial Advisors, LLC	34.65K	Mar 31, 26	+10.75K	0.16%
Cambridge Investment Research Advisors, Inc.	32.66K	Mar 31, 26	+828	0.15%
Cox Capital Mgt LLC	32.52K	Mar 31, 26	+3.60K	0.15%
PARSONS CAPITAL MANAGEMENT INC/RI	32.07K	Mar 31, 26	-4.98K	0.15%
IFP Advisors, Inc	31.91K	Mar 31, 26	-8.85K	0.14%
Ameritas Advisory Services, LLC	30.97K	Mar 31, 26	+30.97K	0.14%
Sovran Advisors, LLC	29.90K	Mar 31, 26	+29.90K	0.14%
Mariner, LLC	29.58K	Mar 31, 26	+29.58K	0.13%
MAINSAIL ASSET MANAGEMENT, LLC	29.45K	Mar 31, 26	-11.79K	0.13%
Centennial Wealth Advisory LLC	29.27K	Mar 31, 26	+838	0.13%
HM PAYSON & CO	29.07K	Mar 31, 26	+29.07K	0.13%
Independent Advisor Alliance	28.83K	Mar 31, 26	+28.83K	0.13%
Laffer Tengler Investments	27.22K	Mar 31, 26	+2.08K	0.12%
Ohio National Investments, Inc.	27.00K	Mar 31, 26	-51.13K	0.12%
Brinker Capital Investments, LLC	25.21K	Mar 31, 26	+4.87K	0.11%
Stratos Wealth Partners, LTD.	24.36K	Mar 31, 26	+24.36K	0.11%
OPPENHEIMER & CO INC	24.35K	Mar 31, 26	+24.35K	0.11%
Elwood & Goetz Wealth Advisory Group, LLC	24.18K	Mar 31, 26	+1	0.11%
Triumph Capital Management	24.09K	Mar 31, 26	+300	0.11%
Invst, LLC	24.04K	Mar 31, 26	+3.45K	0.11%
Castle Rock Wealth Management, LLC	23.89K	Mar 31, 26	+23.89K	0.11%
Ausdal Financial Partners, Inc.	23.31K	Mar 31, 26	+4.15K	0.11%
CARY STREET PARTNERS FINANCIAL LLC	22.76K	Mar 31, 26	-1.81K	0.10%
Bank of New York Mellon Corp	22.69K	Mar 31, 26	-5.46K	0.10%
Kingsview Wealth Management, LLC	20.97K	Mar 31, 26	-3.67K	0.09%
Brookwood Investment Group LLC	20.57K	Mar 31, 26	-16.53K	0.09%
Advisory Services Network, LLC	19.70K	Mar 31, 26	+9.60K	0.09%
Maridea Wealth Management LLC	19.60K	Mar 31, 26	+19.60K	0.09%
BOS Asset Management, LLC	19.34K	Mar 31, 26	--	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.14K	Mar 31, 26	-444	0.09%
BEACON FINANCIAL GROUP	18.91K	Mar 31, 26	+698	0.09%
Weaver Consulting Group	18.70K	Mar 31, 26	--	0.08%
Black Swift Group, LLC	18.28K	Mar 31, 26	-9.54K	0.08%
ASB Consultores, LLC	17.85K	Mar 31, 26	+17.85K	0.08%
Breakwater Capital Group	17.77K	Mar 31, 26	-3.80K	0.08%
Optivise Advisory Services LLC	17.76K	Mar 31, 26	-155	0.08%
Perigon Wealth Management, LLC	16.09K	Mar 31, 26	+16.09K	0.07%
Arkadios Wealth Advisors	15.66K	Mar 31, 26	+4.15K	0.07%
PANORAMIC INVESTMENT ADVISORS, LLC	15.19K	Mar 31, 26	+1.95K	0.07%
Transamerica Financial Advisors, Inc.	15.13K	Mar 31, 26	+4.96K	0.07%
Janney Montgomery Scott LLC	14.87K	Mar 31, 26	+6.31K	0.07%
NewEdge Advisors, LLC	14.65K	Mar 31, 26	-223	0.07%
Two West Capital Advisors LLC	14.62K	Mar 31, 26	+9.39K	0.07%
GeoWealth Management, LLC	13.79K	Mar 31, 26	+4.95K	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	13.73K	Mar 31, 26	+2.78K	0.06%
Icon Wealth Advisors, LLC	13.00K	Mar 31, 26	+1.68K	0.06%
CI Private Wealth, LLC	12.56K	Mar 31, 26	--	0.06%
Heritage Family Offices, LLP	12.38K	Mar 31, 26	-6.07K	0.06%
NWAM LLC	11.99K	Mar 31, 26	+985	0.05%
FIFTH THIRD BANCORP	11.96K	Mar 31, 26	+11.96K	0.05%
WESPAC Advisors, LLC	11.53K	Mar 31, 26	-19.43K	0.05%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11.33K	Mar 31, 26	+1.23K	0.05%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	11.02K	Mar 31, 26	+1.32K	0.05%
HRT FINANCIAL LP	10.74K	Mar 31, 26	+10.74K	0.05%
Skyline Advisors, Inc.	10.57K	Mar 31, 26	+10.57K	0.05%
Wealthcare Advisory Partners LLC	10.26K	Mar 31, 26	+1.98K	0.05%
Concurrent Investment Advisors, LLC	10.24K	Mar 31, 26	+10.24K	0.05%
Empire Financial Management Company, LLC	10.15K	Mar 31, 26	+1.25K	0.05%
Pensionmark Financial Group, LLC	10.11K	Mar 31, 26	+1.24K	0.05%
New England Private Wealth Advisors LLC	10.00K	Mar 31, 26	--	0.05%
Quantinno Capital Management LP	10.00K	Mar 31, 26	--	0.05%
SigFig Wealth Management, LLC	9.84K	Mar 31, 26	+2.19K	0.04%
EAGLE GLOBAL ADVISORS LLC	9.66K	Mar 31, 26	-150	0.04%
Union Bancaire Privee, UBP SA	9.62K	Mar 31, 26	--	0.04%
Keebeck Wealth Management, LLC	9.61K	Mar 31, 26	+9.61K	0.04%
ROYAL BANK OF CANADA	9.49K	Mar 31, 26	-44.00K	0.04%
Synergy Investment Management, LLC	9.36K	Mar 31, 26	+2.68K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	9.22K	Mar 31, 26	-59.19K	0.04%
IEQ CAPITAL, LLC	8.38K	Mar 31, 26	+8.38K	0.04%
Gateway Wealth Partners, LLC	8.15K	Mar 31, 26	+8.15K	0.04%
HUNTINGTON NATIONAL BANK	7.64K	Mar 31, 26	+4.46K	0.03%
TRANSCEND CAPITAL ADVISORS, LLC	7.55K	Mar 31, 26	+37	0.03%
Merit Financial Group, LLC	7.36K	Mar 31, 26	+600	0.03%
Able Wealth Management LLC	7.03K	Mar 31, 26	+7.03K	0.03%
Cerity Partners LLC	6.73K	Mar 31, 26	-2.41K	0.03%
Dynasty Wealth Management, LLC	6.70K	Mar 31, 26	+6.70K	0.03%
LOCKERMAN FINANCIAL GROUP, INC.	6.50K	Mar 31, 26	+1.11K	0.03%
Mutual Advisors, LLC	6.41K	Mar 31, 26	+6.41K	0.03%
Guidance Point Advisors, LLC	6.21K	Mar 31, 26	+6.21K	0.03%
Simplicity Wealth,LLC	5.94K	Mar 31, 26	+5.94K	0.03%
Venturi Wealth Management, LLC	5.92K	Mar 31, 26	+5.92K	0.03%
Steward Partners Investment Advisory, LLC	5.75K	Mar 31, 26	+2.25K	0.03%
Geneos Wealth Management Inc.	5.72K	Mar 31, 26	+3.59K	0.03%
Catalytic Wealth RIA, LLC	5.55K	Mar 31, 26	+5.55K	0.03%
Elm3 Financial Group, LLC	5.55K	Mar 31, 26	-381	0.03%
Fortis Advisors, LLC	5.42K	Mar 31, 26	+855	0.02%
Colonial Trust Co / SC	5.32K	Mar 31, 26	+963	0.02%
Spectrum Planning & Advisory Services Inc.	5.06K	Mar 31, 26	+5.06K	0.02%
SAGESPRING WEALTH PARTNERS, LLC	4.98K	Mar 31, 26	+4.98K	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	4.92K	Mar 31, 26	+4.92K	0.02%
GWN SECURITIES INC.	4.75K	Mar 31, 26	+637	0.02%
Bison Wealth, LLC	4.49K	Mar 31, 26	+4.49K	0.02%
VISIONARY HORIZONS, LLC	4.48K	Mar 31, 26	+4.48K	0.02%
Steel Peak Wealth Management LLC	4.46K	Mar 31, 26	+4.46K	0.02%
Integrated Wealth Concepts LLC	4.40K	Mar 31, 26	+4.40K	0.02%
ONE Advisory Partners, LLC	4.11K	Mar 31, 26	+4.11K	0.02%
XTX Topco Ltd	4.01K	Mar 31, 26	+4.01K	0.02%
Embree Financial Group	3.99K	Mar 31, 26	+3.99K	0.02%
KELLEHER FINANCIAL ADVISORS	2.36K	Mar 31, 26	+193	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.06K	Mar 31, 26	+2.06K	0.01%
WELLS FARGO & COMPANY/MN	2.02K	Mar 31, 26	+1.51K	0.01%
Spire Wealth Management	2.00K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	1.88K	Mar 31, 26	+1.88K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.78K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	1.72K	Mar 31, 26	+634	0.01%
CWM, LLC	1.43K	Mar 31, 26	+1.41K	0.01%
NATIONAL BANK OF CANADA /FI/	1.26K	Mar 31, 26	--	0.01%
Rossby Financial, LCC	1.18K	Mar 31, 26	+916	0.01%
EverSource Wealth Advisors, LLC	865	Mar 31, 26	+865	0.00%
NBC SECURITIES, INC.	733	Mar 31, 26	-998	0.00%
Sunbelt Securities, Inc.	631	Mar 31, 26	+3	0.00%
Axiom Investment Management LLC	609	Mar 31, 26	+609	0.00%
Clayton Financial Group LLC	579	Mar 31, 26	--	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	567	Mar 31, 26	+567	0.00%
Cornerstone Planning Group LLC	497	Mar 31, 26	+497	0.00%
Imprint Wealth LLC	354	Mar 31, 26	--	0.00%
Golden State Equity Partners	290	Mar 31, 26	+290	0.00%
Golden State Wealth Management, LLC	280	Mar 31, 26	+2	0.00%
Ashton Thomas Private Wealth, LLC	216	Mar 31, 26	+216	0.00%
SIGNATUREFD, LLC	190	Mar 31, 26	+190	0.00%
Allworth Financial LP	110	Mar 31, 26	--	0.00%
Bank of Jackson Hole Trust	97	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	63	Mar 31, 26	+63	0.00%
Elevated Capital Advisors, LLC	49	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	22	Mar 31, 26	-73	0.00%
Farther Finance Advisors, LLC	20	Mar 31, 26	-576	0.00%
CoreCap Advisors, LLC	9	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	7	Mar 31, 26	+7	0.00%
Diversify Advisory Services, LLC	--	Mar 31, 26	-99.62K	--
RICHARDSON FINANCIAL SERVICES INC.	--	Mar 31, 26	-8	--
Virtue Capital Management, LLC	--	Mar 31, 26	-2.63K	--
GTS SECURITIES LLC	--	Mar 31, 26	-5.84K	--
SkyView Investment Advisors, LLC	--	Mar 31, 26	-10.00K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-63.30K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-2.86K	--
Heck Capital Advisors, LLC	--	Mar 31, 26	-35.37K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Mar 31, 26	-6	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-14.34K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-59.61K	--
Apollon Wealth Management, LLC	--	Mar 31, 26	-3.87K	--
TWIN FOCUS CAPITAL PARTNERS, LLC	--	Mar 31, 26	-5.75K	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-531	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-400.00K	--
ORG Partners LLC	8.42K	Dec 31, 25	-90	0.04%
High Falls Advisors, Inc	7.11K	Dec 31, 25	+1.87K	0.03%
Global Retirement Partners, LLC	3.62K	Dec 31, 25	+448	0.02%
COMERICA BANK	2.90K	Dec 31, 25	+926	0.01%
SageView Advisory Group, LLC	826	Dec 31, 25	+826	0.00%
Abich Financial Wealth Management LLC	280	Sep 30, 25	+280	0.00%
Congress Wealth Management LLC / DE /	8.06K	Jun 30, 25	+2.62K	0.04%
Atria Wealth Solutions, Inc.	7.41K	Jun 30, 25	-3.92K	0.03%
First Horizon Advisors, Inc.	581	Jun 30, 25	+198	0.00%
Orion Portfolio Solutions, LLC	7.10K	Mar 31, 25	--	0.03%
Family Asset Management, LLC	38.36K	Sep 30, 24	+18.81K	0.17%
HERITAGE WEALTH MANAGEMENT, LLC	17.83K	Jun 30, 24	+17.83K	0.08%
BlackRock Inc.	848	Jun 30, 24	+848	0.00%
WEALTHSOURCE PARTNERS, LLC	11.12K	Dec 31, 23	+3.01K	0.05%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Richard Bernstein Advisors LLC

6.19M

Mar 31, 26

+6.19M

28.00%

ENVESTNET ASSET MANAGEMENT INC

2.67M

Mar 31, 26

+972.47K

12.09%

BlackRock, Inc.

2.10M

Mar 31, 26

+381.00K

9.49%

LPL Financial LLC

1.94M

Mar 31, 26

+208.56K

8.78%

Advocacy Wealth Management Services, LLC

1.05M

Mar 31, 26

+312.31K

4.77%

MORGAN STANLEY

825.49K

Mar 31, 26

+577.71K

3.74%

Cetera Investment Advisers

587.39K

Mar 31, 26

+139.93K

2.66%

INSPIRION WEALTH ADVISORS, LLC

563.34K

Mar 31, 26

+63.42K

2.55%

JPMORGAN CHASE & CO

537.73K

Mar 31, 26

-607.99K

2.43%

Pallas Capital Advisors LLC

512.98K

Mar 31, 26

-46.84K

2.32%

CenturyLink Investment Management Co

511.60K

Mar 31, 26

+511.60K

2.32%

MML INVESTORS SERVICES, LLC

440.93K

Mar 31, 26

+152.66K

2.00%

Vestmark Advisory Solutions, Inc.

440.51K

Mar 31, 26

+160.17K

1.99%

Betterment LLC

348.45K

Mar 31, 26

+24.29K

1.58%

Elequin Securities, LLC

317.15K

Mar 31, 26

+316.95K

1.44%

Goldstone Financial Group, LLC

303.92K

Mar 31, 26

+39.84K

1.38%

Landing Point Financial Group, LLC

298.25K

Mar 31, 26

+27.30K

1.35%

Resources Investment Advisors, LLC.

292.37K

Mar 31, 26

+176.50K

1.32%

ASSETMARK, INC

289.66K

Mar 31, 26

+80.92K

1.31%

AE Wealth Management LLC

274.37K

Mar 31, 26

+42.63K

1.24%

Envestnet Portfolio Solutions, Inc.

270.91K

Mar 31, 26

+82.56K

1.23%

COMMONWEALTH EQUITY SERVICES, LLC

258.63K

Mar 31, 26

+54.12K

1.17%

Cascade Wealth Advisors, Inc

239.30K

Mar 31, 26

+12.78K

1.08%

CacheTech Inc.

217.08K

Mar 31, 26

-1.70K

0.98%

STAR Financial Bank

213.41K

Mar 31, 26

+28.59K

0.97%

Tower Research Capital LLC (TRC)

200.42K

Mar 31, 26

+137.61K

0.91%

Prime Capital Investment Advisors, LLC

195.75K

Mar 31, 26

+166.37K

0.89%

Adams Wealth Management

195.40K

Mar 31, 26

+2.04K

0.88%

Kovitz Investment Group Partners, LLC

188.35K

Mar 31, 26

+10.77K

0.85%

Ferguson Shapiro LLC

184.06K

Mar 31, 26

-51.80K

0.83%

DRIVE WEALTH MANAGEMENT, LLC

179.55K

Mar 31, 26

-38.95K

0.81%

BAR HARBOR WEALTH MANAGEMENT

175.51K

Mar 31, 26

-109.50K

0.79%

Keel Point, LLC

158.49K

Mar 31, 26

+158.49K

0.72%

STIFEL FINANCIAL CORP

150.80K

Mar 31, 26

+133.91K

0.68%

ODonnell Financial Services, LLC

148.63K

Mar 31, 26

+8.85K

0.67%

Mount Yale Investment Advisors, LLC

140.42K

Mar 31, 26

+124.92K

0.64%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

138.73K

Mar 31, 26

+88.61K

0.63%

DIVERSIFY WEALTH MANAGEMENT, LLC

137.37K

Mar 31, 26

+129.10K

0.62%

Client First Capital LLC

134.38K

Mar 31, 26

+134.38K

0.61%

KICKSTAND VENTURES, LLC.

124.54K

Mar 31, 26

-2.79K

0.56%

BANK OF MONTREAL /CAN/

121.94K

Mar 31, 26

+38.44K

0.55%

UBS Group AG

115.39K

Mar 31, 26

+115.39K

0.52%

Triad Wealth Partners, LLC

114.01K

Mar 31, 26

+54.33K

0.52%

POTENTIA WEALTH

111.31K

Mar 31, 26

+30.04K

0.50%

PARK AVENUE SECURITIES LLC

110.16K

Mar 31, 26

+34.49K

0.50%

Equitable Holdings, Inc.

99.41K

Mar 31, 26

+27.02K

0.45%

Meiji Yasuda Life Insurance Co

98.00K

Mar 31, 26

+98.00K

0.44%

Private Advisor Group, LLC

94.75K

Mar 31, 26

+3.71K

0.43%

JB Capital LLC

86.56K

Mar 31, 26

+23.02K

0.39%

ALLSTATE CORP

84.62K

Mar 31, 26

+43.23K

0.38%

SCOTIA CAPITAL INC.

77.65K

Mar 31, 26

-4.71K

0.35%

ADVISOR GROUP HOLDINGS, INC.

75.47K

Mar 31, 26

-28.66K

0.34%

CAPTRUST FINANCIAL ADVISORS

75.08K

Mar 31, 26

-30.15K

0.34%

CITADEL ADVISORS LLC

72.61K

Mar 31, 26

+72.61K

0.33%

RAYMOND JAMES FINANCIAL INC

71.67K

Mar 31, 26

+15.87K

0.32%

Aureus Asset Management, LLC

70.83K

Mar 31, 26

+4.43K

0.32%

Bulwark Capital Corp

70.69K

Mar 31, 26

+25.32K

0.32%

Rockport Wealth LLC

67.23K

Mar 31, 26

+28.49K

0.30%

NewEdge Wealth, LLC

64.33K

Mar 31, 26

+64.33K

0.29%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

61.62K

Mar 31, 26

+14.93K

0.28%

UBS ASSET MANAGEMENT AMERICAS INC

60.88K

Mar 31, 26

+60.88K

0.28%

TCG Advisory Services, LLC

60.54K

Mar 31, 26

+60.54K

0.27%

TRUIST FINANCIAL CORP

58.30K

Mar 31, 26

-1.97K

0.26%

NorthRock Partners, LLC

56.64K

Mar 31, 26

+35.46K

0.26%

SCHRODER INVESTMENT MANAGEMENT GROUP

49.42K

Mar 31, 26

+21.65K

0.22%

Brookstone Capital Management

41.02K

Mar 31, 26

-1.21K

0.19%

TOEWS CORP /ADV

40.50K

Mar 31, 26

-3.00K

0.18%

IHT Wealth Management, LLC

35.59K

Mar 31, 26

+35.59K

0.16%

Impact Partnership Wealth, LLC

35.18K

Mar 31, 26

+5.63K

0.16%

EHRLICH FINANCIAL GROUP

34.89K

Mar 31, 26

+34.89K

0.16%

Sequoia Financial Advisors, LLC

34.65K

Mar 31, 26

+10.75K

0.16%

Cambridge Investment Research Advisors, Inc.

32.66K

Mar 31, 26

+828

0.15%

Cox Capital Mgt LLC

32.52K

Mar 31, 26

+3.60K

0.15%

PARSONS CAPITAL MANAGEMENT INC/RI

32.07K

Mar 31, 26

-4.98K

0.15%

IFP Advisors, Inc

31.91K

Mar 31, 26

-8.85K

0.14%

Ameritas Advisory Services, LLC

30.97K

Mar 31, 26

+30.97K

0.14%

Sovran Advisors, LLC

29.90K

Mar 31, 26

+29.90K

0.14%

Mariner, LLC

29.58K

Mar 31, 26

+29.58K

0.13%

MAINSAIL ASSET MANAGEMENT, LLC

29.45K

Mar 31, 26

-11.79K

0.13%

Centennial Wealth Advisory LLC

29.27K

Mar 31, 26

+838

0.13%

HM PAYSON & CO

29.07K

Mar 31, 26

+29.07K

0.13%

Independent Advisor Alliance

28.83K

Mar 31, 26

+28.83K

0.13%

Laffer Tengler Investments

27.22K

Mar 31, 26

+2.08K

0.12%

Ohio National Investments, Inc.

27.00K

Mar 31, 26

-51.13K

0.12%

Brinker Capital Investments, LLC

25.21K

Mar 31, 26

+4.87K

0.11%

Stratos Wealth Partners, LTD.

24.36K

Mar 31, 26

+24.36K

0.11%

OPPENHEIMER & CO INC

24.35K

Mar 31, 26

+24.35K

0.11%

Elwood & Goetz Wealth Advisory Group, LLC

24.18K

Mar 31, 26

0.11%

Triumph Capital Management

24.09K

Mar 31, 26

+300

0.11%

Invst, LLC

24.04K

Mar 31, 26

+3.45K

0.11%

Castle Rock Wealth Management, LLC

23.89K

Mar 31, 26

+23.89K

0.11%

Ausdal Financial Partners, Inc.

23.31K

Mar 31, 26

+4.15K

0.11%

CARY STREET PARTNERS FINANCIAL LLC

22.76K

Mar 31, 26

-1.81K

0.10%

Bank of New York Mellon Corp

22.69K

Mar 31, 26

-5.46K

0.10%

Kingsview Wealth Management, LLC

20.97K

Mar 31, 26

-3.67K

0.09%

Brookwood Investment Group LLC

20.57K

Mar 31, 26

-16.53K

0.09%

Advisory Services Network, LLC

19.70K

Mar 31, 26

+9.60K

0.09%

Maridea Wealth Management LLC

19.60K

Mar 31, 26

+19.60K

0.09%

BOS Asset Management, LLC

19.34K

Mar 31, 26

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.14K

Mar 31, 26

-444

0.09%

BEACON FINANCIAL GROUP

18.91K

Mar 31, 26

+698

0.09%

Weaver Consulting Group

18.70K

Mar 31, 26

0.08%

Black Swift Group, LLC

18.28K

Mar 31, 26

-9.54K

0.08%

ASB Consultores, LLC

17.85K

Mar 31, 26

+17.85K

0.08%

Breakwater Capital Group

17.77K

Mar 31, 26

-3.80K

0.08%

Optivise Advisory Services LLC

17.76K

Mar 31, 26

-155

0.08%

Perigon Wealth Management, LLC

16.09K

Mar 31, 26

+16.09K

0.07%

Arkadios Wealth Advisors

15.66K

Mar 31, 26

+4.15K

0.07%

PANORAMIC INVESTMENT ADVISORS, LLC

15.19K

Mar 31, 26

+1.95K

0.07%

Transamerica Financial Advisors, Inc.

15.13K

Mar 31, 26

+4.96K

0.07%

Janney Montgomery Scott LLC

14.87K

Mar 31, 26

+6.31K

0.07%

NewEdge Advisors, LLC

14.65K

Mar 31, 26

-223

0.07%

Two West Capital Advisors LLC

14.62K

Mar 31, 26

+9.39K

0.07%

GeoWealth Management, LLC

13.79K

Mar 31, 26

+4.95K

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

13.73K

Mar 31, 26

+2.78K

0.06%

Icon Wealth Advisors, LLC

13.00K

Mar 31, 26

+1.68K

0.06%

CI Private Wealth, LLC

12.56K

Mar 31, 26

0.06%

Heritage Family Offices, LLP

12.38K

Mar 31, 26

-6.07K

0.06%

NWAM LLC

11.99K

Mar 31, 26

+985

0.05%

FIFTH THIRD BANCORP

11.96K

Mar 31, 26

+11.96K

0.05%

WESPAC Advisors, LLC

11.53K

Mar 31, 26

-19.43K

0.05%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

11.33K

Mar 31, 26

+1.23K

0.05%

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

11.02K

Mar 31, 26

+1.32K

0.05%

HRT FINANCIAL LP

10.74K

Mar 31, 26

+10.74K

0.05%

Skyline Advisors, Inc.

10.57K

Mar 31, 26

+10.57K

0.05%

Wealthcare Advisory Partners LLC

10.26K

Mar 31, 26

+1.98K

0.05%

Concurrent Investment Advisors, LLC

10.24K

Mar 31, 26

+10.24K

0.05%

Empire Financial Management Company, LLC

10.15K

Mar 31, 26

+1.25K

0.05%

Pensionmark Financial Group, LLC

10.11K

Mar 31, 26

+1.24K

0.05%

New England Private Wealth Advisors LLC

10.00K

Mar 31, 26

0.05%

Quantinno Capital Management LP

10.00K

Mar 31, 26

0.05%

SigFig Wealth Management, LLC

9.84K

Mar 31, 26

+2.19K

0.04%

EAGLE GLOBAL ADVISORS LLC

9.66K

Mar 31, 26

-150

0.04%

Union Bancaire Privee, UBP SA

9.62K

Mar 31, 26

0.04%

Keebeck Wealth Management, LLC

9.61K

Mar 31, 26

+9.61K

0.04%

ROYAL BANK OF CANADA

9.49K

Mar 31, 26

-44.00K

0.04%

Synergy Investment Management, LLC

9.36K

Mar 31, 26

+2.68K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

9.22K

Mar 31, 26

-59.19K

0.04%

IEQ CAPITAL, LLC

8.38K

Mar 31, 26

+8.38K

0.04%

Gateway Wealth Partners, LLC

8.15K

Mar 31, 26

+8.15K

0.04%

HUNTINGTON NATIONAL BANK

7.64K

Mar 31, 26

+4.46K

0.03%

TRANSCEND CAPITAL ADVISORS, LLC

7.55K

Mar 31, 26

+37

0.03%

Merit Financial Group, LLC

7.36K

Mar 31, 26

+600

0.03%

Able Wealth Management LLC

7.03K

Mar 31, 26

+7.03K

0.03%

Cerity Partners LLC

6.73K

Mar 31, 26

-2.41K

0.03%

Dynasty Wealth Management, LLC

6.70K

Mar 31, 26

+6.70K

0.03%

LOCKERMAN FINANCIAL GROUP, INC.

6.50K

Mar 31, 26

+1.11K

0.03%

Mutual Advisors, LLC

6.41K

Mar 31, 26

+6.41K

0.03%

Guidance Point Advisors, LLC

6.21K

Mar 31, 26

+6.21K

0.03%

Simplicity Wealth,LLC

5.94K

Mar 31, 26

+5.94K

0.03%

Venturi Wealth Management, LLC

5.92K

Mar 31, 26

+5.92K

0.03%

Steward Partners Investment Advisory, LLC

5.75K

Mar 31, 26

+2.25K

0.03%

Geneos Wealth Management Inc.

5.72K

Mar 31, 26

+3.59K

0.03%

Catalytic Wealth RIA, LLC

5.55K

Mar 31, 26

+5.55K

0.03%

Elm3 Financial Group, LLC

5.55K

Mar 31, 26

-381

0.03%

Fortis Advisors, LLC

5.42K

Mar 31, 26

+855

0.02%

Colonial Trust Co / SC

5.32K

Mar 31, 26

+963

0.02%

Spectrum Planning & Advisory Services Inc.

5.06K

Mar 31, 26

+5.06K

0.02%

SAGESPRING WEALTH PARTNERS, LLC

4.98K

Mar 31, 26

+4.98K

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

4.92K

Mar 31, 26

+4.92K

0.02%

GWN SECURITIES INC.

4.75K

Mar 31, 26

+637

0.02%

Bison Wealth, LLC

4.49K

Mar 31, 26

+4.49K

0.02%

VISIONARY HORIZONS, LLC

4.48K

Mar 31, 26

+4.48K

0.02%

Steel Peak Wealth Management LLC

4.46K

Mar 31, 26

+4.46K

0.02%

Integrated Wealth Concepts LLC

4.40K

Mar 31, 26

+4.40K

0.02%

ONE Advisory Partners, LLC

4.11K

Mar 31, 26

+4.11K

0.02%

XTX Topco Ltd

4.01K

Mar 31, 26

+4.01K

0.02%

Embree Financial Group

3.99K

Mar 31, 26

+3.99K

0.02%

KELLEHER FINANCIAL ADVISORS

2.36K

Mar 31, 26

+193

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.06K

Mar 31, 26

+2.06K

0.01%

WELLS FARGO & COMPANY/MN

2.02K

Mar 31, 26

+1.51K

0.01%

Spire Wealth Management

2.00K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

1.88K

Mar 31, 26

+1.88K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.78K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

1.72K

Mar 31, 26

+634

0.01%

CWM, LLC

1.43K

Mar 31, 26

+1.41K

0.01%

NATIONAL BANK OF CANADA /FI/

1.26K

Mar 31, 26

0.01%

Rossby Financial, LCC

1.18K

Mar 31, 26

+916

0.01%

EverSource Wealth Advisors, LLC

865

Mar 31, 26

+865

0.00%

NBC SECURITIES, INC.

733

Mar 31, 26

-998

0.00%

Sunbelt Securities, Inc.

631

Mar 31, 26

0.00%

Axiom Investment Management LLC

609

Mar 31, 26

+609

0.00%

Clayton Financial Group LLC

579

Mar 31, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

567

Mar 31, 26

+567

0.00%

Cornerstone Planning Group LLC

497

Mar 31, 26

+497

0.00%

Imprint Wealth LLC

354

Mar 31, 26

0.00%

Golden State Equity Partners

290

Mar 31, 26

+290

0.00%

Golden State Wealth Management, LLC

280

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

216

Mar 31, 26

+216

0.00%

SIGNATUREFD, LLC

190

Mar 31, 26

+190

0.00%

Allworth Financial LP

110

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

+63

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

-73

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

-576

0.00%

CoreCap Advisors, LLC

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

Mar 31, 26

0.00%

Diversify Advisory Services, LLC

Mar 31, 26

-99.62K

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

-8

Virtue Capital Management, LLC

Mar 31, 26

-2.63K

GTS SECURITIES LLC

Mar 31, 26

-5.84K

SkyView Investment Advisors, LLC

Mar 31, 26

-10.00K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-63.30K

Kestra Advisory Services, LLC

Mar 31, 26

-2.86K

Heck Capital Advisors, LLC

Mar 31, 26

-35.37K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-6

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-14.34K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-59.61K

Apollon Wealth Management, LLC

Mar 31, 26

-3.87K

TWIN FOCUS CAPITAL PARTNERS, LLC

Mar 31, 26

-5.75K

Rockefeller Capital Management L.P.

Mar 31, 26

-531

BANK OF AMERICA CORP /DE/

Mar 31, 26

-400.00K

ORG Partners LLC

8.42K

Dec 31, 25

-90

0.04%

High Falls Advisors, Inc

7.11K

Dec 31, 25

+1.87K

0.03%

Global Retirement Partners, LLC

3.62K

Dec 31, 25

+448

0.02%

COMERICA BANK

2.90K

Dec 31, 25

+926

0.01%

SageView Advisory Group, LLC

826

Dec 31, 25

+826

0.00%

Abich Financial Wealth Management LLC

280

Sep 30, 25

+280

0.00%

Congress Wealth Management LLC / DE /

8.06K

Jun 30, 25

+2.62K

0.04%

Atria Wealth Solutions, Inc.

7.41K

Jun 30, 25

-3.92K

0.03%

First Horizon Advisors, Inc.

581

Jun 30, 25

+198

0.00%

Orion Portfolio Solutions, LLC

7.10K

Mar 31, 25

0.03%

Family Asset Management, LLC

38.36K

Sep 30, 24

+18.81K

0.17%

HERITAGE WEALTH MANAGEMENT, LLC

17.83K

Jun 30, 24

+17.83K

0.08%

BlackRock Inc.

848

Jun 30, 24

+848

0.00%

WEALTHSOURCE PARTNERS, LLC

11.12K

Dec 31, 23

+3.01K

0.05%