VanEck CLO ETF(CLOI)

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VanEck CLO ETF(CLOI)

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CLOI(CLOI)

CLOI

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Institutional Ownership

Top 239 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.96M	Jun 30, 26	+174.39K	7.31%
Independence Asset Advisors, LLC	1.90M	Jun 30, 26	+36.68K	7.07%
Capital Investment Advisors, LLC	1.78M	Jun 30, 26	+120.14K	6.64%
TRUE Private Wealth Advisors	458.36K	Jun 30, 26	+24.57K	1.70%
Brinker Capital Investments, LLC	423.87K	Jun 30, 26	-4.60K	1.58%
SAX WEALTH ADVISORS, LLC	400.70K	Jun 30, 26	+40.63K	1.49%
Deseret Mutual Benefit Administrators	398.47K	Jun 30, 26	+61.61K	1.48%
MORGAN STANLEY	319.95K	Jun 30, 26	+158.84K	1.19%
JONES FINANCIAL COMPANIES LLLP	306.34K	Jun 30, 26	+55.44K	1.14%
Gradient Investments LLC	275.29K	Jun 30, 26	+6.99K	1.02%
AXXCESS WEALTH MANAGEMENT, LLC	272.49K	Jun 30, 26	+272.49K	1.01%
Darwin Wealth Management, LLC	272.49K	Jun 30, 26	+13.18K	1.01%
Destiny Wealth Partners, LLC	269.90K	Jun 30, 26	+5.18K	1.00%
Employees' Retirement Fund of the City of Fort Worth	266.60K	Jun 30, 26	+40.00K	0.99%
MONETA GROUP INVESTMENT ADVISORS LLC	259.16K	Jun 30, 26	+7.39K	0.96%
Beaumont Financial Advisors, LLC	254.49K	Jun 30, 26	+30.96K	0.95%
MML INVESTORS SERVICES, LLC	248.62K	Jun 30, 26	+62.75K	0.92%
WELLS FARGO & COMPANY/MN	228.90K	Jun 30, 26	+226.30K	0.85%
Cambridge Investment Research Advisors, Inc.	223.56K	Jun 30, 26	+3.40K	0.83%
Diversified Portfolios, Inc.	223.08K	Jun 30, 26	+100.44K	0.83%
FINANCIAL MANAGEMENT NETWORK INC	207.04K	Jun 30, 26	+77.48K	0.77%
Integras Partners LLC	196.47K	Jun 30, 26	+28.26K	0.73%
OneAscent Financial Services LLC	194.01K	Jun 30, 26	+42.41K	0.72%
ENVESTNET ASSET MANAGEMENT INC	189.42K	Jun 30, 26	+100.49K	0.70%
WealthPlan Investment Management, LLC	183.11K	Jun 30, 26	-17.71K	0.68%
Geneos Wealth Management Inc.	178.38K	Jun 30, 26	-17.33K	0.66%
Tandem Financial, LLC	177.33K	Jun 30, 26	+47.51K	0.66%
Alpha Zero LLC	174.30K	Jun 30, 26	+16.03K	0.65%
OneAscent Wealth Management LLC	167.56K	Jun 30, 26	+84.62K	0.62%
Maridea Wealth Management LLC	157.40K	Jun 30, 26	-4.86K	0.59%
STIFEL FINANCIAL CORP	153.59K	Jun 30, 26	+16.22K	0.57%
WealthPLAN Partners, LLC	150.43K	Jun 30, 26	-11.21K	0.56%
RMB Capital Management, LLC	146.41K	Jun 30, 26	-27.89K	0.54%
KESTRA PRIVATE WEALTH SERVICES, LLC	143.81K	Jun 30, 26	+41.00K	0.53%
Atria Investments, Inc	142.47K	Jun 30, 26	+113.66K	0.53%
CWC Advisors, LLC.	135.39K	Jun 30, 26	+2.48K	0.50%
ADVISOR GROUP HOLDINGS, INC.	126.16K	Jun 30, 26	+31.88K	0.47%
Advisor OS, LLC	126.02K	Jun 30, 26	+9.32K	0.47%
CoreCap Advisors, LLC	125.17K	Jun 30, 26	+124.52K	0.47%
MPWM ADVISORY SOLUTIONS, LLC	103.70K	Jun 30, 26	+4.44K	0.39%
Ferguson Shapiro LLC	96.01K	Jun 30, 26	+35.26K	0.36%
Synergy Investment Management, LLC	92.58K	Jun 30, 26	+92.58K	0.34%
Steward Partners Investment Advisory, LLC	92.30K	Jun 30, 26	+52.36K	0.34%
Dakota Wealth Management	89.40K	Jun 30, 26	+297	0.33%
Cornerstone Wealth Group, LLC	83.97K	Jun 30, 26	+3.02K	0.31%
CATHY PARETO & ASSOCIATES, INC	83.23K	Jun 30, 26	+22.84K	0.31%
Western Wealth Management, LLC	79.98K	Jun 30, 26	+18.50K	0.30%
Sugar Maple Asset Management, LLC	77.90K	Jun 30, 26	+1.67K	0.29%
Bright Futures Wealth Management, LLC.	73.93K	Jun 30, 26	-4.90K	0.27%
Kestra Advisory Services, LLC	72.76K	Jun 30, 26	+2.82K	0.27%
Harvest Investment Services, LLC	69.96K	Jun 30, 26	+2.73K	0.26%
HERITAGE OAK WEALTH ADVISORS LLC	66.36K	Jun 30, 26	+66.36K	0.25%
Sanctuary Advisors, LLC	64.89K	Jun 30, 26	+2.75K	0.24%
Bison Wealth, LLC	60.85K	Jun 30, 26	+2.13K	0.23%
Ancora Advisors, LLC	60.12K	Jun 30, 26	-4.44K	0.22%
ROYAL BANK OF CANADA	57.07K	Jun 30, 26	-8.14K	0.21%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	56.55K	Jun 30, 26	+28.42K	0.21%
Coco Enterprises, LLC	55.10K	Jun 30, 26	-866	0.20%
Toroso Investments, LLC	53.84K	Jun 30, 26	+53.84K	0.20%
Koshinski Asset Management, Inc.	53.28K	Jun 30, 26	-1.93K	0.20%
Summit Financial, LLC	51.61K	Jun 30, 26	+4.09K	0.19%
Arete Wealth Advisors, LLC	51.53K	Jun 30, 26	+656	0.19%
Galvin, Gaustad & Stein, LLC	50.86K	Jun 30, 26	+15.49K	0.19%
J.W. COLE ADVISORS, INC.	49.92K	Jun 30, 26	+49.92K	0.19%
Impact Partnership Wealth, LLC	47.51K	Jun 30, 26	+10.43K	0.18%
Ascent Advisors, LLC	47.25K	Jun 30, 26	+47.25K	0.18%
WINEBRENNER CAPITAL MANAGEMENT LLC	47.04K	Jun 30, 26	+518	0.17%
GOLDMAN SACHS GROUP INC	46.92K	Jun 30, 26	+46.92K	0.17%
HighTower Advisors, LLC	44.77K	Jun 30, 26	-66.79K	0.17%
Adams Wealth Management	42.92K	Jun 30, 26	-7.24K	0.16%
CacheTech Inc.	42.92K	Jun 30, 26	-7.24K	0.16%
Kovitz Investment Group Partners, LLC	41.47K	Jun 30, 26	-1.36K	0.15%
MAI Capital Management	39.05K	Jun 30, 26	+2.57K	0.15%
Breakwater Capital Group	38.69K	Jun 30, 26	+5.94K	0.14%
Allen Capital Group, LLC	38.64K	Jun 30, 26	+411	0.14%
Mount Yale Investment Advisors, LLC	35.18K	Jun 30, 26	+4.04K	0.13%
Vestmark Advisory Solutions, Inc.	34.98K	Jun 30, 26	+4.05K	0.13%
Fusion Capital, LLC	33.85K	Jun 30, 26	+33.85K	0.13%
JANE STREET GROUP, LLC	33.73K	Jun 30, 26	+33.73K	0.13%
Peck Wealth Management, LLC	32.38K	Jun 30, 26	+32.38K	0.12%
Stonebridge Financial Planning Group, LLC	31.68K	Jun 30, 26	+4.71K	0.12%
VisionPoint Advisory Group, LLC	30.29K	Jun 30, 26	+14.26K	0.11%
Mutual Advisors, LLC	29.79K	Jun 30, 26	+666	0.11%
NewEdge Advisors, LLC	29.16K	Jun 30, 26	-2.25K	0.11%
Trademark Financial Management, LLC	28.58K	Jun 30, 26	-49.19K	0.11%
Global View Capital Management LLC	28.45K	Jun 30, 26	+28.45K	0.11%
GREAT VALLEY ADVISOR GROUP, INC.	27.91K	Jun 30, 26	+548	0.10%
IHT Wealth Management, LLC	27.75K	Jun 30, 26	-2.23K	0.10%
NATIXIS ADVISORS, L.P.	27.44K	Jun 30, 26	+8.59K	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	26.78K	Jun 30, 26	+4.36K	0.10%
Virtue Capital Management, LLC	26.18K	Jun 30, 26	+26.18K	0.10%
Mariner, LLC	25.99K	Jun 30, 26	+25.99K	0.10%
United Advisor Group, LLC	25.77K	Jun 30, 26	+25.77K	0.10%
OneAscent Family Office, LLC	25.59K	Jun 30, 26	+12.15K	0.10%
Concurrent Investment Advisors, LLC	24.74K	Jun 30, 26	+24.74K	0.09%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	22.28K	Jun 30, 26	+1.45K	0.08%
Stratos Wealth Partners, LTD.	21.82K	Jun 30, 26	+816	0.08%
Waverly Advisors, LLC	19.87K	Jun 30, 26	+909	0.07%
IFP Advisors, Inc	18.16K	Jun 30, 26	+11.02K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.07K	Jun 30, 26	+4.41K	0.07%
Bank of New York Mellon Corp	17.92K	Jun 30, 26	+17.92K	0.07%
PCG Wealth Advisors, LLC	17.37K	Jun 30, 26	-7.52K	0.06%
LM Advisors LLC	17.07K	Jun 30, 26	+17.07K	0.06%
Farther Finance Advisors, LLC	16.68K	Jun 30, 26	-5.41K	0.06%
SWMG, LLC	16.09K	Jun 30, 26	+16.09K	0.06%
UMB Bank, n.a.	14.70K	Jun 30, 26	--	0.05%
Dynamic Advisor Solutions LLC	13.93K	Jun 30, 26	+3.92K	0.05%
Legacy Wealth Partners, LLC	12.86K	Jun 30, 26	+12.86K	0.05%
Ariadne Wealth Management, LP	12.47K	Jun 30, 26	+114	0.05%
COMPASS FINANCIAL MANAGEMENT LLC	12.45K	Jun 30, 26	+12.45K	0.05%
Fulcrum Equity Management	12.38K	Jun 30, 26	+12.38K	0.05%
Hutchens & Kramer Investment Management Group, LLC	12.04K	Jun 30, 26	+12.04K	0.04%
Optivise Advisory Services LLC	12.00K	Jun 30, 26	-1.24K	0.04%
Castleview Partners, LLC	11.69K	Jun 30, 26	-6.48K	0.04%
Richmond Investment Services, LLC	11.61K	Jun 30, 26	-29.66K	0.04%
Arkadios Wealth Advisors	11.57K	Jun 30, 26	+3.96K	0.04%
AlphaCore Capital LLC	11.37K	Jun 30, 26	--	0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11.23K	Jun 30, 26	+11.23K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	11.07K	Jun 30, 26	-1.67K	0.04%
SENTINEL PENSION ADVISORS INC	10.15K	Jun 30, 26	-2.85K	0.04%
GeoWealth Management, LLC	9.91K	Jun 30, 26	+9.91K	0.04%
Symphony Financial, Ltd. Co.	9.72K	Jun 30, 26	+126	0.04%
J. M. Brown & Associates Inc.	9.65K	Jun 30, 26	+9.65K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	9.32K	Jun 30, 26	-383	0.03%
TCP Asset Management, LLC	9.26K	Jun 30, 26	-1.89K	0.03%
WESPAC Advisors, LLC	8.81K	Jun 30, 26	+3.88K	0.03%
WORLD EQUITY GROUP, INC.	8.68K	Jun 30, 26	+8.68K	0.03%
Laffer Tengler Investments	8.47K	Jun 30, 26	-713	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	8.32K	Jun 30, 26	+8.32K	0.03%
SHEETS SMITH WEALTH MANAGEMENT	8.28K	Jun 30, 26	--	0.03%
RFG Advisory, LLC	8.19K	Jun 30, 26	+8.19K	0.03%
Wealth Watch Advisors, INC	8.06K	Jun 30, 26	+257	0.03%
Wedmont Private Capital	8.03K	Jun 30, 26	+98	0.03%
Ausdal Financial Partners, Inc.	7.82K	Jun 30, 26	+7.82K	0.03%
Private Advisor Group, LLC	7.68K	Jun 30, 26	-36.38K	0.03%
Ascension Capital Advisors, Inc.	7.43K	Jun 30, 26	+2.65K	0.03%
TRUIST FINANCIAL CORP	7.36K	Jun 30, 26	+8	0.03%
Trek Financial, LLC	7.30K	Jun 30, 26	+7.30K	0.03%
RAYMOND JAMES FINANCIAL INC	7.21K	Jun 30, 26	+293	0.03%
Portside Wealth Group, LLC	6.71K	Jun 30, 26	-23	0.02%
MOSAIC FINANCIAL GROUP, LLC	6.61K	Jun 30, 26	+73	0.02%
MinichMacGregor Wealth Management, LLC	6.33K	Jun 30, 26	+1.86K	0.02%
Janney Montgomery Scott LLC	6.19K	Jun 30, 26	+6.19K	0.02%
BXM Wealth LLC	5.92K	Jun 30, 26	+950	0.02%
Knights of Columbus Asset Advisors LLC	5.86K	Jun 30, 26	+5.86K	0.02%
Fortress Wealth Group, LLC	5.82K	Jun 30, 26	--	0.02%
L & S Advisors Inc	5.80K	Jun 30, 26	+1.32K	0.02%
CITADEL ADVISORS LLC	5.77K	Jun 30, 26	-36.62K	0.02%
Balboa Wealth Partners	5.67K	Jun 30, 26	-47	0.02%
Redhawk Wealth Advisors, Inc.	5.60K	Jun 30, 26	+768	0.02%
Creekside Partners	5.06K	Jun 30, 26	--	0.02%
RMR Wealth Builders	5.04K	Jun 30, 26	-4.11K	0.02%
Legacy Capital Wealth Partners, LLC	4.98K	Jun 30, 26	+4.98K	0.02%
Emissary Wealth LLC	4.81K	Jun 30, 26	-925	0.02%
Discipline Wealth Solutions, LLC	4.68K	Jun 30, 26	+4.68K	0.02%
Lionsbridge Wealth Management LLC	4.66K	Jun 30, 26	-159	0.02%
Ashton Thomas Private Wealth, LLC	4.50K	Jun 30, 26	+4.50K	0.02%
CLEAR INVESTMENT RESEARCH, LLC	4.35K	Jun 30, 26	+79	0.02%
Encompass More Asset Management	4.32K	Jun 30, 26	+4.32K	0.02%
HARBOUR INVESTMENTS, INC.	4.22K	Jun 30, 26	+1.04K	0.02%
Elequin Securities, LLC	4.08K	Jun 30, 26	+4.08K	0.02%
MILESTONE ASSET MANAGEMENT, LLC	4.03K	Jun 30, 26	-9.21K	0.01%
Cornerstone Wealth Management, LLC	3.89K	Jun 30, 26	+3.89K	0.01%
Copper Harbor Investment Advisors, LLC	3.78K	Jun 30, 26	+3.78K	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.77K	Jun 30, 26	--	0.01%
Ameritas Advisory Services, LLC	3.72K	Jun 30, 26	+3.72K	0.01%
FAS Wealth Partners, Inc.	3.39K	Jun 30, 26	+1.00K	0.01%
PRIVATE TRUST CO NA	3.25K	Jun 30, 26	+2.00K	0.01%
AE Wealth Management LLC	3.07K	Jun 30, 26	-3.78K	0.01%
Allworth Financial LP	2.77K	Jun 30, 26	+35	0.01%
ASSETMARK, INC	1.89K	Jun 30, 26	+81	0.01%
Integrated Wealth Concepts LLC	1.83K	Jun 30, 26	+1.83K	0.01%
Copia Wealth Management	1.71K	Jun 30, 26	+1.71K	0.01%
TUCKER ASSET MANAGEMENT LLC	1.51K	Jun 30, 26	+1.42K	0.01%
Wealth Enhancement Trust Services, Inc.	1.34K	Jun 30, 26	+1.34K	0.00%
Capital Investment Advisory Services, LLC	1.29K	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	993	Jun 30, 26	+261	0.00%
Quest 10 Wealth Builders, Inc.	941	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	825	Jun 30, 26	+9	0.00%
FIFTH THIRD BANCORP	612	Jun 30, 26	--	0.00%
BlackRock, Inc.	597	Jun 30, 26	+543	0.00%
VAN ECK ASSOCIATES CORP	562	Jun 30, 26	+30	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	555	Jun 30, 26	+555	0.00%
SRS Capital Advisors, Inc.	549	Jun 30, 26	-2.24K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	408	Jun 30, 26	+161	0.00%
Global Retirement Partners, LLC	387	Jun 30, 26	+387	0.00%
Kiker Wealth Management, LLC	283	Jun 30, 26	+283	0.00%
VALLEY NATIONAL ADVISERS INC	205	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	178	Jun 30, 26	+178	0.00%
SHP Wealth Management	86	Jun 30, 26	+86	0.00%
Spire Wealth Management	58	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	55	Jun 30, 26	--	0.00%
Key Capital Management, INC	41	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	36	Jun 30, 26	+36	0.00%
Networth Advisors, LLC	29	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	23	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	2	Jun 30, 26	+1	0.00%
Kingdom Financial Group LLC.	2	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	1	Jun 30, 26	+1	0.00%
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-34.70K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.89K	--
Vision Retirement, LLC	--	Jun 30, 26	-103	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-2	--
Advisory Services Network, LLC	--	Jun 30, 26	-350	--
TSFG, LLC	--	Jun 30, 26	-120	--
FWL INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-586	--
Summit Wealth Partners, LLC	--	Jun 30, 26	-4.99K	--
Smallwood Wealth Investment Management, LLC	--	Jun 30, 26	-875	--
Heritage Family Offices, LLP	--	Jun 30, 26	-3.97K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-23	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-4.80K	--
Independent Advisor Alliance	--	Jun 30, 26	-110.01K	--
PINEBRIDGE INVESTMENTS LLC	--	Jun 30, 26	-37.12K	--
Magnus Financial Group LLC	--	Jun 30, 26	-4.53K	--
Narwhal Capital Management	--	Jun 30, 26	-18.18K	--
Sage Mountain Advisors LLC	--	Jun 30, 26	-184	--
CWM, LLC	1.23K	Mar 31, 26	+965	0.00%
Financial Gravity Asset Management, Inc.	1	Mar 31, 26	--	0.00%
ROVIN CAPITAL /UT/ /ADV	17.68K	Dec 31, 25	+396	0.07%
COMERICA BANK	612	Dec 31, 25	--	0.00%
Lokken Investment Group LLC	145.75K	Sep 30, 25	+3.28K	0.54%
PineBridge Investments, L.P.	138.12K	Sep 30, 25	-133.74K	0.51%
Lowe Wealth Advisors, LLC	10.49K	Sep 30, 25	+75	0.04%
FSA Wealth Management LLC	1.20K	Sep 30, 25	--	0.00%
Abich Financial Wealth Management LLC	288	Sep 30, 25	+288	0.00%
Pineridge Advisors LLC	138	Sep 30, 25	+4	0.00%
Guerra Advisors Inc	32	Sep 30, 25	+32	0.00%
IronOak Wealth LLC.	39.52K	Jun 30, 25	+39.52K	0.15%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-11.29K	--
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-7.41K	--
Orion Portfolio Solutions, LLC	648.99K	Mar 31, 25	-14.01K	2.41%
CAROLINAS WEALTH CONSULTING LLC	572	Mar 31, 25	+572	0.00%
TAP Consulting, LLC	42.50K	Dec 31, 24	+19.61K	0.16%
VitalStone Financial, LLC	96.17K	Sep 30, 24	+8.06K	0.36%
Annapolis Financial Services, LLC	2.51K	Sep 30, 24	--	0.01%
Family Asset Management, LLC	762	Sep 30, 24	--	0.00%
ICA Group Wealth Management, LLC	41	Jun 30, 24	--	0.00%
Benedetti & Gucer, Inc.	14.40K	Mar 31, 24	-2.13K	0.05%
Curi Wealth Management, LLC	120.47K	Dec 31, 23	+4.72K	0.45%

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Holder

Date

Change

% Held

LPL Financial LLC

1.96M

Jun 30, 26

+174.39K

7.31%

Independence Asset Advisors, LLC

1.90M

Jun 30, 26

+36.68K

7.07%

Capital Investment Advisors, LLC

1.78M

Jun 30, 26

+120.14K

6.64%

TRUE Private Wealth Advisors

458.36K

Jun 30, 26

+24.57K

1.70%

Brinker Capital Investments, LLC

423.87K

Jun 30, 26

-4.60K

1.58%

SAX WEALTH ADVISORS, LLC

400.70K

Jun 30, 26

+40.63K

1.49%

Deseret Mutual Benefit Administrators

398.47K

Jun 30, 26

+61.61K

1.48%

MORGAN STANLEY

319.95K

Jun 30, 26

+158.84K

1.19%

JONES FINANCIAL COMPANIES LLLP

306.34K

Jun 30, 26

+55.44K

1.14%

Gradient Investments LLC

275.29K

Jun 30, 26

+6.99K

1.02%

AXXCESS WEALTH MANAGEMENT, LLC

272.49K

Jun 30, 26

+272.49K

1.01%

Darwin Wealth Management, LLC

272.49K

Jun 30, 26

+13.18K

1.01%

Destiny Wealth Partners, LLC

269.90K

Jun 30, 26

+5.18K

1.00%

Employees' Retirement Fund of the City of Fort Worth

266.60K

Jun 30, 26

+40.00K

0.99%

MONETA GROUP INVESTMENT ADVISORS LLC

259.16K

Jun 30, 26

+7.39K

0.96%

Beaumont Financial Advisors, LLC

254.49K

Jun 30, 26

+30.96K

0.95%

MML INVESTORS SERVICES, LLC

248.62K

Jun 30, 26

+62.75K

0.92%

WELLS FARGO & COMPANY/MN

228.90K

Jun 30, 26

+226.30K

0.85%

Cambridge Investment Research Advisors, Inc.

223.56K

Jun 30, 26

+3.40K

0.83%

Diversified Portfolios, Inc.

223.08K

Jun 30, 26

+100.44K

0.83%

FINANCIAL MANAGEMENT NETWORK INC

207.04K

Jun 30, 26

+77.48K

0.77%

Integras Partners LLC

196.47K

Jun 30, 26

+28.26K

0.73%

OneAscent Financial Services LLC

194.01K

Jun 30, 26

+42.41K

0.72%

ENVESTNET ASSET MANAGEMENT INC

189.42K

Jun 30, 26

+100.49K

0.70%

WealthPlan Investment Management, LLC

183.11K

Jun 30, 26

-17.71K

0.68%

Geneos Wealth Management Inc.

178.38K

Jun 30, 26

-17.33K

0.66%

Tandem Financial, LLC

177.33K

Jun 30, 26

+47.51K

0.66%

Alpha Zero LLC

174.30K

Jun 30, 26

+16.03K

0.65%

OneAscent Wealth Management LLC

167.56K

Jun 30, 26

+84.62K

0.62%

Maridea Wealth Management LLC

157.40K

Jun 30, 26

-4.86K

0.59%

STIFEL FINANCIAL CORP

153.59K

Jun 30, 26

+16.22K

0.57%

WealthPLAN Partners, LLC

150.43K

Jun 30, 26

-11.21K

0.56%

RMB Capital Management, LLC

146.41K

Jun 30, 26

-27.89K

0.54%

KESTRA PRIVATE WEALTH SERVICES, LLC

143.81K

Jun 30, 26

+41.00K

0.53%

Atria Investments, Inc

142.47K

Jun 30, 26

+113.66K

0.53%

CWC Advisors, LLC.

135.39K

Jun 30, 26

+2.48K

0.50%

ADVISOR GROUP HOLDINGS, INC.

126.16K

Jun 30, 26

+31.88K

0.47%

Advisor OS, LLC

126.02K

Jun 30, 26

+9.32K

0.47%

CoreCap Advisors, LLC

125.17K

Jun 30, 26

+124.52K

0.47%

MPWM ADVISORY SOLUTIONS, LLC

103.70K

Jun 30, 26

+4.44K

0.39%

Ferguson Shapiro LLC

96.01K

Jun 30, 26

+35.26K

0.36%

Synergy Investment Management, LLC

92.58K

Jun 30, 26

+92.58K

0.34%

Steward Partners Investment Advisory, LLC

92.30K

Jun 30, 26

+52.36K

0.34%

Dakota Wealth Management

89.40K

Jun 30, 26

+297

0.33%

Cornerstone Wealth Group, LLC

83.97K

Jun 30, 26

+3.02K

0.31%

CATHY PARETO & ASSOCIATES, INC

83.23K

Jun 30, 26

+22.84K

0.31%

Western Wealth Management, LLC

79.98K

Jun 30, 26

+18.50K

0.30%

Sugar Maple Asset Management, LLC

77.90K

Jun 30, 26

+1.67K

0.29%

Bright Futures Wealth Management, LLC.

73.93K

Jun 30, 26

-4.90K

0.27%

Kestra Advisory Services, LLC

72.76K

Jun 30, 26

+2.82K

0.27%

Harvest Investment Services, LLC

69.96K

Jun 30, 26

+2.73K

0.26%

HERITAGE OAK WEALTH ADVISORS LLC

66.36K

Jun 30, 26

+66.36K

0.25%

Sanctuary Advisors, LLC

64.89K

Jun 30, 26

+2.75K

0.24%

Bison Wealth, LLC

60.85K

Jun 30, 26

+2.13K

0.23%

Ancora Advisors, LLC

60.12K

Jun 30, 26

-4.44K

0.22%

ROYAL BANK OF CANADA

57.07K

Jun 30, 26

-8.14K

0.21%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

56.55K

Jun 30, 26

+28.42K

0.21%

Coco Enterprises, LLC

55.10K

Jun 30, 26

-866

0.20%

Toroso Investments, LLC

53.84K

Jun 30, 26

+53.84K

0.20%

Koshinski Asset Management, Inc.

53.28K

Jun 30, 26

-1.93K

0.20%

Summit Financial, LLC

51.61K

Jun 30, 26

+4.09K

0.19%

Arete Wealth Advisors, LLC

51.53K

Jun 30, 26

+656

0.19%

Galvin, Gaustad & Stein, LLC

50.86K

Jun 30, 26

+15.49K

0.19%

J.W. COLE ADVISORS, INC.

49.92K

Jun 30, 26

+49.92K

0.19%

Impact Partnership Wealth, LLC

47.51K

Jun 30, 26

+10.43K

0.18%

Ascent Advisors, LLC

47.25K

Jun 30, 26

+47.25K

0.18%

WINEBRENNER CAPITAL MANAGEMENT LLC

47.04K

Jun 30, 26

+518

0.17%

GOLDMAN SACHS GROUP INC

46.92K

Jun 30, 26

+46.92K

0.17%

HighTower Advisors, LLC

44.77K

Jun 30, 26

-66.79K

0.17%

Adams Wealth Management

42.92K

Jun 30, 26

-7.24K

0.16%

CacheTech Inc.

42.92K

Jun 30, 26

-7.24K

0.16%

Kovitz Investment Group Partners, LLC

41.47K

Jun 30, 26

-1.36K

0.15%

MAI Capital Management

39.05K

Jun 30, 26

+2.57K

0.15%

Breakwater Capital Group

38.69K

Jun 30, 26

+5.94K

0.14%

Allen Capital Group, LLC

38.64K

Jun 30, 26

+411

0.14%

Mount Yale Investment Advisors, LLC

35.18K

Jun 30, 26

+4.04K

0.13%

Vestmark Advisory Solutions, Inc.

34.98K

Jun 30, 26

+4.05K

0.13%

Fusion Capital, LLC

33.85K

Jun 30, 26

+33.85K

0.13%

JANE STREET GROUP, LLC

33.73K

Jun 30, 26

+33.73K

0.13%

Peck Wealth Management, LLC

32.38K

Jun 30, 26

+32.38K

0.12%

Stonebridge Financial Planning Group, LLC

31.68K

Jun 30, 26

+4.71K

0.12%

VisionPoint Advisory Group, LLC

30.29K

Jun 30, 26

+14.26K

0.11%

Mutual Advisors, LLC

29.79K

Jun 30, 26

+666

0.11%

NewEdge Advisors, LLC

29.16K

Jun 30, 26

-2.25K

0.11%

Trademark Financial Management, LLC

28.58K

Jun 30, 26

-49.19K

0.11%

Global View Capital Management LLC

28.45K

Jun 30, 26

+28.45K

0.11%

GREAT VALLEY ADVISOR GROUP, INC.

27.91K

Jun 30, 26

+548

0.10%

IHT Wealth Management, LLC

27.75K

Jun 30, 26

-2.23K

0.10%

NATIXIS ADVISORS, L.P.

27.44K

Jun 30, 26

+8.59K

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

26.78K

Jun 30, 26

+4.36K

0.10%

Virtue Capital Management, LLC

26.18K

Jun 30, 26

+26.18K

0.10%

Mariner, LLC

25.99K

Jun 30, 26

+25.99K

0.10%

United Advisor Group, LLC

25.77K

Jun 30, 26

+25.77K

0.10%

OneAscent Family Office, LLC

25.59K

Jun 30, 26

+12.15K

0.10%

Concurrent Investment Advisors, LLC

24.74K

Jun 30, 26

+24.74K

0.09%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

22.28K

Jun 30, 26

+1.45K

0.08%

Stratos Wealth Partners, LTD.

21.82K

Jun 30, 26

+816

0.08%

Waverly Advisors, LLC

19.87K

Jun 30, 26

+909

0.07%

IFP Advisors, Inc

18.16K

Jun 30, 26

+11.02K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.07K

Jun 30, 26

+4.41K

0.07%

Bank of New York Mellon Corp

17.92K

Jun 30, 26

+17.92K

0.07%

PCG Wealth Advisors, LLC

17.37K

Jun 30, 26

-7.52K

0.06%

LM Advisors LLC

17.07K

Jun 30, 26

+17.07K

0.06%

Farther Finance Advisors, LLC

16.68K

Jun 30, 26

-5.41K

0.06%

SWMG, LLC

16.09K

Jun 30, 26

+16.09K

0.06%

UMB Bank, n.a.

14.70K

Jun 30, 26

0.05%

Dynamic Advisor Solutions LLC

13.93K

Jun 30, 26

+3.92K

0.05%

Legacy Wealth Partners, LLC

12.86K

Jun 30, 26

+12.86K

0.05%

Ariadne Wealth Management, LP

12.47K

Jun 30, 26

+114

0.05%

COMPASS FINANCIAL MANAGEMENT LLC

12.45K

Jun 30, 26

+12.45K

0.05%

Fulcrum Equity Management

12.38K

Jun 30, 26

+12.38K

0.05%

Hutchens & Kramer Investment Management Group, LLC

12.04K

Jun 30, 26

+12.04K

0.04%

Optivise Advisory Services LLC

12.00K

Jun 30, 26

-1.24K

0.04%

Castleview Partners, LLC

11.69K

Jun 30, 26

-6.48K

0.04%

Richmond Investment Services, LLC

11.61K

Jun 30, 26

-29.66K

0.04%

Arkadios Wealth Advisors

11.57K

Jun 30, 26

+3.96K

0.04%

AlphaCore Capital LLC

11.37K

Jun 30, 26

0.04%

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

11.23K

Jun 30, 26

+11.23K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

11.07K

Jun 30, 26

-1.67K

0.04%

SENTINEL PENSION ADVISORS INC

10.15K

Jun 30, 26

-2.85K

0.04%

GeoWealth Management, LLC

9.91K

Jun 30, 26

+9.91K

0.04%

Symphony Financial, Ltd. Co.

9.72K

Jun 30, 26

+126

0.04%

J. M. Brown & Associates Inc.

9.65K

Jun 30, 26

+9.65K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

9.32K

Jun 30, 26

-383

0.03%

TCP Asset Management, LLC

9.26K

Jun 30, 26

-1.89K

0.03%

WESPAC Advisors, LLC

8.81K

Jun 30, 26

+3.88K

0.03%

WORLD EQUITY GROUP, INC.

8.68K

Jun 30, 26

+8.68K

0.03%

Laffer Tengler Investments

8.47K

Jun 30, 26

-713

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

8.32K

Jun 30, 26

+8.32K

0.03%

SHEETS SMITH WEALTH MANAGEMENT

8.28K

Jun 30, 26

0.03%

RFG Advisory, LLC

8.19K

Jun 30, 26

+8.19K

0.03%

Wealth Watch Advisors, INC

8.06K

Jun 30, 26

+257

0.03%

Wedmont Private Capital

8.03K

Jun 30, 26

+98

0.03%

Ausdal Financial Partners, Inc.

7.82K

Jun 30, 26

+7.82K

0.03%

Private Advisor Group, LLC

7.68K

Jun 30, 26

-36.38K

0.03%

Ascension Capital Advisors, Inc.

7.43K

Jun 30, 26

+2.65K

0.03%

TRUIST FINANCIAL CORP

7.36K

Jun 30, 26

0.03%

Trek Financial, LLC

7.30K

Jun 30, 26

+7.30K

0.03%

RAYMOND JAMES FINANCIAL INC

7.21K

Jun 30, 26

+293

0.03%

Portside Wealth Group, LLC

6.71K

Jun 30, 26

-23

0.02%

MOSAIC FINANCIAL GROUP, LLC

6.61K

Jun 30, 26

+73

0.02%

MinichMacGregor Wealth Management, LLC

6.33K

Jun 30, 26

+1.86K

0.02%

Janney Montgomery Scott LLC

6.19K

Jun 30, 26

+6.19K

0.02%

BXM Wealth LLC

5.92K

Jun 30, 26

+950

0.02%

Knights of Columbus Asset Advisors LLC

5.86K

Jun 30, 26

+5.86K

0.02%

Fortress Wealth Group, LLC

5.82K

Jun 30, 26

0.02%

L & S Advisors Inc

5.80K

Jun 30, 26

+1.32K

0.02%

CITADEL ADVISORS LLC

5.77K

Jun 30, 26

-36.62K

0.02%

Balboa Wealth Partners

5.67K

Jun 30, 26

-47

0.02%

Redhawk Wealth Advisors, Inc.

5.60K

Jun 30, 26

+768

0.02%

Creekside Partners

5.06K

Jun 30, 26

0.02%

RMR Wealth Builders

5.04K

Jun 30, 26

-4.11K

0.02%

Legacy Capital Wealth Partners, LLC

4.98K

Jun 30, 26

+4.98K

0.02%

Emissary Wealth LLC

4.81K

Jun 30, 26

-925

0.02%

Discipline Wealth Solutions, LLC

4.68K

Jun 30, 26

+4.68K

0.02%

Lionsbridge Wealth Management LLC

4.66K

Jun 30, 26

-159

0.02%

Ashton Thomas Private Wealth, LLC

4.50K

Jun 30, 26

+4.50K

0.02%

CLEAR INVESTMENT RESEARCH, LLC

4.35K

Jun 30, 26

+79

0.02%

Encompass More Asset Management

4.32K

Jun 30, 26

+4.32K

0.02%

HARBOUR INVESTMENTS, INC.

4.22K

Jun 30, 26

+1.04K

0.02%

Elequin Securities, LLC

4.08K

Jun 30, 26

+4.08K

0.02%

MILESTONE ASSET MANAGEMENT, LLC

4.03K

Jun 30, 26

-9.21K

0.01%

Cornerstone Wealth Management, LLC

3.89K

Jun 30, 26

+3.89K

0.01%

Copper Harbor Investment Advisors, LLC

3.78K

Jun 30, 26

+3.78K

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.77K

Jun 30, 26

0.01%

Ameritas Advisory Services, LLC

3.72K

Jun 30, 26

+3.72K

0.01%

FAS Wealth Partners, Inc.

3.39K

Jun 30, 26

+1.00K

0.01%

PRIVATE TRUST CO NA

3.25K

Jun 30, 26

+2.00K

0.01%

AE Wealth Management LLC

3.07K

Jun 30, 26

-3.78K

0.01%

Allworth Financial LP

2.77K

Jun 30, 26

+35

0.01%

ASSETMARK, INC

1.89K

Jun 30, 26

+81

0.01%

Integrated Wealth Concepts LLC

1.83K

Jun 30, 26

+1.83K

0.01%

Copia Wealth Management

1.71K

Jun 30, 26

+1.71K

0.01%

TUCKER ASSET MANAGEMENT LLC

1.51K

Jun 30, 26

+1.42K

0.01%

Wealth Enhancement Trust Services, Inc.

1.34K

Jun 30, 26

+1.34K

0.00%

Capital Investment Advisory Services, LLC

1.29K

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

993

Jun 30, 26

+261

0.00%

Quest 10 Wealth Builders, Inc.

941

Jun 30, 26

0.00%

NBC SECURITIES, INC.

825

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

612

Jun 30, 26

0.00%

BlackRock, Inc.

597

Jun 30, 26

+543

0.00%

VAN ECK ASSOCIATES CORP

562

Jun 30, 26

+30

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

555

Jun 30, 26

+555

0.00%

SRS Capital Advisors, Inc.

549

Jun 30, 26

-2.24K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

408

Jun 30, 26

+161

0.00%

Global Retirement Partners, LLC

387

Jun 30, 26

+387

0.00%

Kiker Wealth Management, LLC

283

Jun 30, 26

+283

0.00%

VALLEY NATIONAL ADVISERS INC

205

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

178

Jun 30, 26

+178

0.00%

SHP Wealth Management

Jun 30, 26

+86

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

Signature Equity Partners, LLC

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+36

0.00%

Networth Advisors, LLC

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-34.70K

Sound Income Strategies, LLC

Jun 30, 26

-1.89K

Vision Retirement, LLC

Jun 30, 26

-103

Lloyd Advisory Services, LLC.

Jun 30, 26

-2

Advisory Services Network, LLC

Jun 30, 26

-350

TSFG, LLC

Jun 30, 26

-120

FWL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-586

Summit Wealth Partners, LLC

Jun 30, 26

-4.99K

Smallwood Wealth Investment Management, LLC

Jun 30, 26

-875

Heritage Family Offices, LLP

Jun 30, 26

-3.97K

Scarborough Advisors, LLC

Jun 30, 26

-23

Strategic Financial Concepts, LLC

Jun 30, 26

-4.80K

Independent Advisor Alliance

Jun 30, 26

-110.01K

PINEBRIDGE INVESTMENTS LLC

Jun 30, 26

-37.12K

Magnus Financial Group LLC

Jun 30, 26

-4.53K

Narwhal Capital Management

Jun 30, 26

-18.18K

Sage Mountain Advisors LLC

Jun 30, 26

-184

CWM, LLC

1.23K

Mar 31, 26

+965

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

ROVIN CAPITAL /UT/ /ADV

17.68K

Dec 31, 25

+396

0.07%

COMERICA BANK

612

Dec 31, 25

0.00%

Lokken Investment Group LLC

145.75K

Sep 30, 25

+3.28K

0.54%

PineBridge Investments, L.P.

138.12K

Sep 30, 25

-133.74K

0.51%

Lowe Wealth Advisors, LLC

10.49K

Sep 30, 25

+75

0.04%

FSA Wealth Management LLC

1.20K

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

288

Sep 30, 25

+288

0.00%

Pineridge Advisors LLC

138

Sep 30, 25

0.00%

Guerra Advisors Inc

Sep 30, 25

+32

0.00%

IronOak Wealth LLC.

39.52K

Jun 30, 25

+39.52K

0.15%

Atria Wealth Solutions, Inc.

Jun 30, 25

-11.29K

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-7.41K

Orion Portfolio Solutions, LLC

648.99K

Mar 31, 25

-14.01K

2.41%

CAROLINAS WEALTH CONSULTING LLC

572

Mar 31, 25

+572

0.00%

TAP Consulting, LLC

42.50K

Dec 31, 24

+19.61K

0.16%

VitalStone Financial, LLC

96.17K

Sep 30, 24

+8.06K

0.36%

Annapolis Financial Services, LLC

2.51K

Sep 30, 24

0.01%

Family Asset Management, LLC

762

Sep 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

0.00%

Benedetti & Gucer, Inc.

14.40K

Mar 31, 24

-2.13K

0.05%

Curi Wealth Management, LLC

120.47K

Dec 31, 23

+4.72K

0.45%