iShares GSCI Commodity Dynamic Roll Strategy ETF(COMT)

$37.53—Stale · unknown old

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iShares GSCI Commodity Dynamic Roll Strategy ETF(COMT)

NASDAQ • Last print unknown ago

$37.53—Stale · unknown old

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COMT(COMT)

COMT

Institutional Ownership

Top 270 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	3.63M	Jun 30, 26	+367.66K	16.77%
Treasurer of the State of North Carolina	2.95M	Jun 30, 26	+2.95M	13.59%
Tradewinds Capital Management, LLC	1.23M	Jun 30, 26	-162.66K	5.65%
Proficio Capital Partners LLC	501.25K	Jun 30, 26	+377.55K	2.31%
MORGAN STANLEY	384.98K	Jun 30, 26	-18.77K	1.78%
ASSETMARK, INC	262.63K	Jun 30, 26	-2.30M	1.21%
Colony Group, LLC	225.04K	Jun 30, 26	-25.08K	1.04%
AMERIPRISE FINANCIAL INC	224.48K	Jun 30, 26	-419.90K	1.04%
UBS Group AG	224.21K	Jun 30, 26	-70.64K	1.03%
VCI Wealth Management LLC	222.78K	Jun 30, 26	-3.65K	1.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	201.41K	Jun 30, 26	-50.17K	0.93%
NWAM LLC	184.57K	Jun 30, 26	-15.61K	0.85%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	170.96K	Jun 30, 26	-26.71K	0.79%
Chicago Wealth Management, Inc.	153.21K	Jun 30, 26	+5.89K	0.71%
Vontobel Holding Ltd.	113.10K	Jun 30, 26	-92.30K	0.52%
HANCOCK WHITNEY CORP	106.05K	Jun 30, 26	-7.35K	0.49%
Wealth Alliance	104.16K	Jun 30, 26	-1.82K	0.48%
TRUIST FINANCIAL CORP	103.37K	Jun 30, 26	-95.15K	0.48%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	92.90K	Jun 30, 26	-1.21K	0.43%
Evolution Wealth Advisors, LLC	92.20K	Jun 30, 26	+735	0.43%
NewEdge Advisors, LLC	85.05K	Jun 30, 26	+478	0.39%
LPL Financial LLC	84.27K	Jun 30, 26	-19.86K	0.39%
Trek Financial, LLC	84.16K	Jun 30, 26	+5.49K	0.39%
HSBC HOLDINGS PLC	84.12K	Jun 30, 26	+20.65K	0.39%
ENVESTNET ASSET MANAGEMENT INC	81.03K	Jun 30, 26	-114.90K	0.37%
Note Advisors, LLC	80.29K	Jun 30, 26	+6.28K	0.37%
Baird Financial Group, Inc.	78.37K	Jun 30, 26	+11.29K	0.36%
Fulcrum Asset Management LLP	76.62K	Jun 30, 26	+76.62K	0.35%
Cetera Investment Advisers	69.62K	Jun 30, 26	+151	0.32%
Philadelphia Investment Partners, LLC	69.47K	Jun 30, 26	-4.46K	0.32%
ADVISOR GROUP HOLDINGS, INC.	62.68K	Jun 30, 26	+36.78K	0.29%
Aletheian Wealth Advisors LLC	62.37K	Jun 30, 26	+684	0.29%
Carrera Capital Advisors	61.79K	Jun 30, 26	-20.35K	0.29%
ARKANSAS FINANCIAL GROUP, INC.	60.95K	Jun 30, 26	-378	0.28%
GenTrust, LLC	59.74K	Jun 30, 26	--	0.28%
Johnson Financial Group, LLC	59.60K	Jun 30, 26	+59.60K	0.27%
JPMORGAN CHASE & CO	54.83K	Jun 30, 26	+1.74K	0.25%
Essential Partners LLC	53.46K	Jun 30, 26	+4.89K	0.25%
JANE STREET GROUP, LLC	49.91K	Jun 30, 26	+49.91K	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	48.73K	Jun 30, 26	-975	0.22%
Alhambra Investment Partners LLC	47.29K	Jun 30, 26	-4.11K	0.22%
Qube Research & Technologies Ltd	46.17K	Jun 30, 26	+46.17K	0.21%
ROYAL BANK OF CANADA	42.68K	Jun 30, 26	-121.60K	0.20%
Crusonia Wealth Advisors LLC	39.78K	Jun 30, 26	-555	0.18%
Brookstone Capital Management	35.41K	Jun 30, 26	+8.76K	0.16%
Quadrature Capital Ltd	34.95K	Jun 30, 26	-58.74K	0.16%
Sumitomo Mitsui Trust Group, Inc.	34.60K	Jun 30, 26	+34.60K	0.16%
Columbus Macro, LLC	32.76K	Jun 30, 26	--	0.15%
Advus Financial Partners, LLC	32.47K	Jun 30, 26	-36.44K	0.15%
Cerity Partners LLC	25.14K	Jun 30, 26	-2.94K	0.12%
Prosperity Planning, Inc.	23.93K	Jun 30, 26	-1.04K	0.11%
Cambridge Investment Research Advisors, Inc.	21.13K	Jun 30, 26	+8.66K	0.10%
AE Wealth Management LLC	20.39K	Jun 30, 26	+1.30K	0.09%
Buckingham Strategic Partners	19.37K	Jun 30, 26	-222	0.09%
LANE BROTHERS & CO INC	18.99K	Jun 30, 26	+18.99K	0.09%
CIBC Bancorp USA Inc.	16.06K	Jun 30, 26	+16.06K	0.07%
Kingsview Wealth Management, LLC	15.92K	Jun 30, 26	-331	0.07%
Atomi Financial Group, Inc.	15.75K	Jun 30, 26	+2.14K	0.07%
Nolet Wealth Management, LLC	15.50K	Jun 30, 26	+483	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	15.32K	Jun 30, 26	-631	0.07%
Spectrum Planning & Advisory Services Inc.	15.13K	Jun 30, 26	-1.39K	0.07%
Equitable Holdings, Inc.	14.75K	Jun 30, 26	+8.18K	0.07%
Perigon Wealth Management, LLC	14.60K	Jun 30, 26	-845	0.07%
MML INVESTORS SERVICES, LLC	14.28K	Jun 30, 26	-26.20K	0.07%
Eddie Patel Inc	14.17K	Jun 30, 26	+14.17K	0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	13.96K	Jun 30, 26	+7.40K	0.06%
Creative Planning	13.42K	Jun 30, 26	-584	0.06%
Pictet Asset Management Holding SA	13.03K	Jun 30, 26	-2.47K	0.06%
FCA CORP /TX	12.53K	Jun 30, 26	+548	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	12.44K	Jun 30, 26	+956	0.06%
HighTower Advisors, LLC	12.44K	Jun 30, 26	-462	0.06%
Mariner, LLC	12.00K	Jun 30, 26	-2.11K	0.06%
Three Bridge Wealth Advisors, LLC	11.27K	Jun 30, 26	+1.38K	0.05%
Adviser Investments LLC	11.03K	Jun 30, 26	+2.71K	0.05%
CoreCap Advisors, LLC	10.36K	Jun 30, 26	-371	0.05%
Kestra Advisory Services, LLC	10.26K	Jun 30, 26	-5.07K	0.05%
TRUE Private Wealth Advisors	10.26K	Jun 30, 26	+276	0.05%
Ryan Investment Management, Inc.	10.14K	Jun 30, 26	+10.14K	0.05%
Marion Wealth Management	9.89K	Jun 30, 26	-506	0.05%
Madison Wealth Partners, Inc	9.57K	Jun 30, 26	--	0.04%
Pines Wealth Management, LLC	9.47K	Jun 30, 26	-19.64K	0.04%
Parkwoods Wealth Partners, LLC	9.22K	Jun 30, 26	+2.54K	0.04%
Private Advisor Group, LLC	9.04K	Jun 30, 26	+9.04K	0.04%
RAYMOND JAMES FINANCIAL INC	9.00K	Jun 30, 26	-3.03K	0.04%
Cresset Asset Management, LLC	8.79K	Jun 30, 26	--	0.04%
TCFG Investment Advisors, LLC	8.37K	Jun 30, 26	+22	0.04%
Mirae Asset Global Investments Co., Ltd.	8.30K	Jun 30, 26	-8.70K	0.04%
WEDBUSH SECURITIES INC	8.15K	Jun 30, 26	-1.18K	0.04%
PRINCIPAL SECURITIES, INC.	8.12K	Jun 30, 26	-687	0.04%
Hubbell Strickland Wealth Management, LLC	8.09K	Jun 30, 26	--	0.04%
Security Financial Services, INC.	7.85K	Jun 30, 26	+573	0.04%
TWIN FOCUS CAPITAL PARTNERS, LLC	7.80K	Jun 30, 26	--	0.04%
EHRLICH FINANCIAL GROUP	7.73K	Jun 30, 26	+149	0.04%
Sanchez Gaunt Capital Management, LLC	7.29K	Jun 30, 26	+277	0.03%
NORTHWEST WEALTH MANAGEMENT, LLC	7.21K	Jun 30, 26	-55	0.03%
ANCHOR CAPITAL ADVISORS LLC	6.80K	Jun 30, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	6.64K	Jun 30, 26	+6.64K	0.03%
Global Retirement Partners, LLC	6.30K	Jun 30, 26	+6.30K	0.03%
SRS Capital Advisors, Inc.	5.38K	Jun 30, 26	+4.72K	0.02%
FIRST HORIZON CORP	5.17K	Jun 30, 26	+5.17K	0.02%
BLAIR WILLIAM & CO/IL	3.73K	Jun 30, 26	+470	0.02%
Ancora Advisors, LLC	2.90K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	2.38K	Jun 30, 26	+151	0.01%
Ashton Thomas Private Wealth, LLC	2.37K	Jun 30, 26	--	0.01%
Financial Perspectives, Inc	2.31K	Jun 30, 26	--	0.01%
Allworth Financial LP	1.89K	Jun 30, 26	+1.24K	0.01%
EFG International AG	1.80K	Jun 30, 26	--	0.01%
Gen-Wealth Partners Inc	1.54K	Jun 30, 26	+67	0.01%
Rockefeller Capital Management L.P.	1.52K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	1.26K	Jun 30, 26	-36	0.01%
Parallel Advisors, LLC	1.09K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.07K	Jun 30, 26	-143	0.00%
AdvisorNet Financial, Inc	1.02K	Jun 30, 26	-73	0.00%
Kingdom Financial Group LLC.	977	Jun 30, 26	-29	0.00%
Triumph Capital Management	911	Jun 30, 26	+83	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	822	Jun 30, 26	+822	0.00%
BlackRock, Inc.	644	Jun 30, 26	+11	0.00%
Integrated Wealth Concepts LLC	586	Jun 30, 26	+586	0.00%
Physician Wealth Advisors, Inc.	529	Jun 30, 26	-172	0.00%
SALEM INVESTMENT COUNSELORS INC	511	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	495	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	468	Jun 30, 26	--	0.00%
Vision Retirement, LLC	427	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	330	Jun 30, 26	--	0.00%
SOA Wealth Advisors, LLC.	286	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	265	Jun 30, 26	+265	0.00%
FMR LLC	241	Jun 30, 26	+30	0.00%
Tower Research Capital LLC (TRC)	237	Jun 30, 26	+237	0.00%
Steward Partners Investment Advisory, LLC	203	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	202	Jun 30, 26	-301	0.00%
GROUP ONE TRADING, L.P.	200	Jun 30, 26	+200	0.00%
Forum Finance Group S.A.	200	Jun 30, 26	--	0.00%
Rossby Financial, LCC	197	Jun 30, 26	-4.81K	0.00%
Turim 21 Investimentos Ltda.	197	Jun 30, 26	--	0.00%
Catherine Avery Investment Management LLC	190	Jun 30, 26	+190	0.00%
Spire Wealth Management	167	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	163	Jun 30, 26	--	0.00%
Acumen Wealth Advisors, LLC	156	Jun 30, 26	+156	0.00%
Montgomery Financial Services LLC	143	Jun 30, 26	+143	0.00%
Strategic Wealth Partners, Ltd.	136	Jun 30, 26	--	0.00%
Coppell Advisory Solutions LLC	130	Jun 30, 26	+130	0.00%
LAM GROUP, INC.	115	Jun 30, 26	+5	0.00%
Continuum Advisory, LLC	111	Jun 30, 26	+111	0.00%
Atlantic Union Bankshares Corp	100	Jun 30, 26	+100	0.00%
NBT BANK N A /NY	92	Jun 30, 26	-361	0.00%
Axiom Investment Management LLC	79	Jun 30, 26	--	0.00%
Principia Wealth Advisory, LLC	77	Jun 30, 26	-731	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	77	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	72	Jun 30, 26	--	0.00%
Transce3nd, LLC	64	Jun 30, 26	--	0.00%
Timbuktu Capital Management, LLC	62	Jun 30, 26	+62	0.00%
MPWM ADVISORY SOLUTIONS, LLC	60	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	56	Jun 30, 26	-950	0.00%
US BANCORP \DE\	47	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	37	Jun 30, 26	--	0.00%
Commonwealth Retirement Investments LLC	23	Jun 30, 26	+23	0.00%
Cornerstone Planning Group LLC	19	Jun 30, 26	--	0.00%
LOWE BROCKENBROUGH & CO INC	15	Jun 30, 26	+15	0.00%
Retirement Wealth Solutions LLC	10	Jun 30, 26	--	0.00%
Rosenberg Matthew Hamilton	4	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	3	Jun 30, 26	--	0.00%
Kroeger Financial Partners	1	Jun 30, 26	+1	0.00%
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-302	--
MAI Capital Management	--	Jun 30, 26	-1.32K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-200	--
Medallion Wealth Advisors, LLC	--	Jun 30, 26	-22	--
Hanlon Investment Management, Inc.	--	Jun 30, 26	-22.38K	--
Navis Wealth Advisors, LLC	--	Jun 30, 26	-74.62K	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-51.33K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-37.41K	--
Beaumont Capital Management, LLC	--	Jun 30, 26	-35.70K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-35.33K	--
Legacy Wealth Partners, LLC	--	Jun 30, 26	-49.27K	--
Ignite Planners, LLC	--	Jun 30, 26	-8.31K	--
Capital Investment Advisory Services, LLC	--	Jun 30, 26	-237	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-1.09K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-6.54K	--
Crewe Advisors LLC	--	Jun 30, 26	-760	--
Ascent Group, LLC	--	Jun 30, 26	-12.58K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-166	--
WAYSTONE ADVISORS LLC	--	Jun 30, 26	-11.43K	--
Aptus Capital Advisors, LLC	--	Jun 30, 26	-3.60K	--
Advisory Services Network, LLC	--	Jun 30, 26	-495	--
CENTAURUS FINANCIAL, INC.	--	Jun 30, 26	-3.06K	--
Western Wealth Management, LLC	--	Jun 30, 26	-602	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-17	--
Advisors Preferred, LLC	--	Jun 30, 26	-98	--
KM Capital Management Ltd.	--	Jun 30, 26	-3.00K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-34.91K	--
Dorsey & Whitney Trust CO LLC	--	Jun 30, 26	-8.73K	--
Pettinga Financial Advisors, LLC	--	Jun 30, 26	-18.01K	--
Atria Investments, Inc	--	Jun 30, 26	-21.04K	--
Arlington Trust Co LLC	--	Jun 30, 26	-52	--
Sunbelt Securities, Inc.	172.36K	Mar 31, 26	+25.90K	0.80%
SkyView Investment Advisors, LLC	20.00K	Mar 31, 26	-450.85K	0.09%
CWM, LLC	12.17K	Mar 31, 26	-1.46K	0.06%
TCFG WEALTH MANAGEMENT, LLC	8.34K	Mar 31, 26	+8.34K	0.04%
Horizons Wealth Management	555	Mar 31, 26	--	0.00%
COMERICA BANK	72	Dec 31, 25	--	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-7	--
EWG Elevate Inc.	21.70K	Sep 30, 25	+877	0.10%
Abich Financial Wealth Management LLC	332	Sep 30, 25	+332	0.00%
AVANTAX ADVISORY SERVICES, INC.	12.98K	Jun 30, 25	-516	0.06%
Sandy Spring Bank	--	Mar 31, 25	-588	--
WR Wealth Planners, LLC	221	Dec 31, 24	-106	0.00%
Axiom Advisory, LLC	5.53M	Sep 30, 24	+564.32K	25.51%
FinTrust Capital Advisors, LLC	3	Sep 30, 24	--	0.00%
TNF LLC	--	Sep 30, 24	-7.73K	--
BlackRock Inc.	207.57K	Jun 30, 24	-68	0.96%
BUCKINGHAM STRATEGIC WEALTH, LLC	141.93K	Jun 30, 24	+36.59K	0.65%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-41	--
InterOcean Capital Group, LLC	27.10K	Mar 31, 24	+15.59K	0.13%
Cetera Advisor Networks LLC	15.48K	Mar 31, 24	-4.77K	0.07%
WEALTHSOURCE PARTNERS, LLC	69.97K	Dec 31, 23	-19.68K	0.32%
PROVENCE WEALTH MANAGEMENT GROUP	958	Dec 31, 23	-566	0.00%
Baystate Wealth Management LLC	736	Dec 31, 23	-637	0.00%
Icon Wealth Partners, LLC	4.03K	Sep 30, 23	--	0.02%
First National Bank of South Miami	68.07K	Jun 30, 23	+13.18K	0.31%
BerganKDV Wealth Management, LLC	7.21K	Jun 30, 23	-270	0.03%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-7	--
Kalos Management, Inc.	--	Jun 30, 23	-182	--
LEO BROKERAGE, LLC	--	Jun 30, 23	-8.03K	--
Baldrige Asset Management LLC	1.87K	Mar 31, 23	+346	0.01%
WC Walker & Associates, Inc.	54.79K	Dec 31, 22	-9.90K	0.25%
Claraphi Advisory Network, LLC	46.13K	Dec 31, 22	+14.16K	0.21%
Laurel Wealth Advisors, Inc.	11.51K	Dec 31, 22	-420	0.05%
Burleson & Company, LLC	2.81K	Dec 31, 22	+659	0.01%
Sargent Bickham Lagudis LLC	--	Dec 31, 22	-711	--
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-5	--
American Portfolios Advisors	33.26K	Sep 30, 22	-551	0.15%
Spectrum Management Group, LLC	32.67K	Sep 30, 22	+2.56K	0.15%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	11.07K	Sep 30, 22	+117	0.05%
Round Table Services, LLC	6.51K	Sep 30, 22	--	0.03%
Strategic Asset Management, LLC	3.57K	Sep 30, 22	+656	0.02%
KARLINSKI ANDREW C	204	Sep 30, 22	+204	0.00%
ACG Wealth	--	Sep 30, 22	-5.29K	--
LFS ASSET MANAGEMENT	--	Sep 30, 22	-10.12K	--
HYA Advisors, Inc	35.83K	Jun 30, 22	-58.33K	0.17%
Private Capital Group, LLC	579	Jun 30, 22	-15.88K	0.00%
Lake Point Wealth Management	34	Jun 30, 22	+34	0.00%
IndexIQ Advisors LLC	55.38K	Mar 31, 22	+55.38K	0.26%
Karn, Couzens & Associates, Inc.	14.90K	Mar 31, 22	+2.42K	0.07%
Lenox Wealth Advisors, LLC	351	Mar 31, 22	+351	0.00%
HawsGoodwin Investment Management LLC	292.58K	Dec 31, 21	+24.69K	1.35%
VIVID FINANCIAL MANAGEMENT, INC.	58.44K	Dec 31, 21	-26.02K	0.27%
Biltmore Capital Advisors LLC	49.86K	Dec 31, 21	-7.43K	0.23%
NEXT Financial Group, Inc	31.08K	Dec 31, 21	+16.93K	0.14%
Carroll Financial Associates, Inc.	25.99K	Dec 31, 21	+25.99K	0.12%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	24.92K	Sep 30, 21	+1.01K	0.11%
Cascadia Advisory Services, LLC	10.99K	Sep 30, 21	-4.79K	0.05%
LifePlan Financial Group, Inc	7.26K	Sep 30, 20	--	0.03%
Starfire Investment Advisers, Inc.	15.29K	Jun 30, 20	-2.45K	0.07%
Advisor Group, Inc.	20.23K	Dec 31, 19	-3.29K	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	18.26K	Dec 31, 19	+486	0.08%
Premia Global Advisors, LLC	--	Sep 30, 19	-48.96K	--
ADVANTAGE INVESTMENT MANAGEMENT, LLC	--	Sep 30, 19	-24	--
Live Your Vision, LLC	32.26K	Mar 31, 19	-5.75K	0.15%
HL FINANCIAL SERVICES LLC	--	Mar 31, 19	-23.18K	--
WealthTrust-Arizona, LLC	6.90K	Dec 31, 18	-8.90K	0.03%
Vestpro Financial Partners, Inc. dba CPF Texas	67	Sep 30, 18	+67	0.00%
Windhaven Investment Management, Inc.	4.04M	Mar 31, 18	-55.13K	18.66%
NATIONAL PLANNING CORP	--	Dec 31, 17	-15.45K	--
Virtu KCG Holdings LLC	30.81K	Jun 30, 17	+30.81K	0.14%
Commonwealth Equity Services, Inc	12.50K	Jun 30, 17	+968	0.06%
WFG Advisors, LP	3.65K	Jun 30, 17	+198	0.02%
BLACKROCK ADVISORS LLC	23.76K	Dec 31, 16	+1.65K	0.11%
MSI Financial Services Inc	1.95K	Dec 31, 16	+903	0.01%
INTEGRATED WEALTH COUNSEL, LLC	921	Dec 31, 16	--	0.00%
BlackRock Investment Management, LLC	58	Dec 31, 16	+3	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-45	--

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

3.63M

Jun 30, 26

+367.66K

16.77%

Treasurer of the State of North Carolina

2.95M

Jun 30, 26

+2.95M

13.59%

Tradewinds Capital Management, LLC

1.23M

Jun 30, 26

-162.66K

5.65%

Proficio Capital Partners LLC

501.25K

Jun 30, 26

+377.55K

2.31%

MORGAN STANLEY

384.98K

Jun 30, 26

-18.77K

1.78%

ASSETMARK, INC

262.63K

Jun 30, 26

-2.30M

1.21%

Colony Group, LLC

225.04K

Jun 30, 26

-25.08K

1.04%

AMERIPRISE FINANCIAL INC

224.48K

Jun 30, 26

-419.90K

1.04%

UBS Group AG

224.21K

Jun 30, 26

-70.64K

1.03%

VCI Wealth Management LLC

222.78K

Jun 30, 26

-3.65K

1.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

201.41K

Jun 30, 26

-50.17K

0.93%

NWAM LLC

184.57K

Jun 30, 26

-15.61K

0.85%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

170.96K

Jun 30, 26

-26.71K

0.79%

Chicago Wealth Management, Inc.

153.21K

Jun 30, 26

+5.89K

0.71%

Vontobel Holding Ltd.

113.10K

Jun 30, 26

-92.30K

0.52%

HANCOCK WHITNEY CORP

106.05K

Jun 30, 26

-7.35K

0.49%

Wealth Alliance

104.16K

Jun 30, 26

-1.82K

0.48%

TRUIST FINANCIAL CORP

103.37K

Jun 30, 26

-95.15K

0.48%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

92.90K

Jun 30, 26

-1.21K

0.43%

Evolution Wealth Advisors, LLC

92.20K

Jun 30, 26

+735

0.43%

NewEdge Advisors, LLC

85.05K

Jun 30, 26

+478

0.39%

LPL Financial LLC

84.27K

Jun 30, 26

-19.86K

0.39%

Trek Financial, LLC

84.16K

Jun 30, 26

+5.49K

0.39%

HSBC HOLDINGS PLC

84.12K

Jun 30, 26

+20.65K

0.39%

ENVESTNET ASSET MANAGEMENT INC

81.03K

Jun 30, 26

-114.90K

0.37%

Note Advisors, LLC

80.29K

Jun 30, 26

+6.28K

0.37%

Baird Financial Group, Inc.

78.37K

Jun 30, 26

+11.29K

0.36%

Fulcrum Asset Management LLP

76.62K

Jun 30, 26

+76.62K

0.35%

Cetera Investment Advisers

69.62K

Jun 30, 26

+151

0.32%

Philadelphia Investment Partners, LLC

69.47K

Jun 30, 26

-4.46K

0.32%

ADVISOR GROUP HOLDINGS, INC.

62.68K

Jun 30, 26

+36.78K

0.29%

Aletheian Wealth Advisors LLC

62.37K

Jun 30, 26

+684

0.29%

Carrera Capital Advisors

61.79K

Jun 30, 26

-20.35K

0.29%

ARKANSAS FINANCIAL GROUP, INC.

60.95K

Jun 30, 26

-378

0.28%

GenTrust, LLC

59.74K

Jun 30, 26

0.28%

Johnson Financial Group, LLC

59.60K

Jun 30, 26

+59.60K

0.27%

JPMORGAN CHASE & CO

54.83K

Jun 30, 26

+1.74K

0.25%

Essential Partners LLC

53.46K

Jun 30, 26

+4.89K

0.25%

JANE STREET GROUP, LLC

49.91K

Jun 30, 26

+49.91K

0.23%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

48.73K

Jun 30, 26

-975

0.22%

Alhambra Investment Partners LLC

47.29K

Jun 30, 26

-4.11K

0.22%

Qube Research & Technologies Ltd

46.17K

Jun 30, 26

+46.17K

0.21%

ROYAL BANK OF CANADA

42.68K

Jun 30, 26

-121.60K

0.20%

Crusonia Wealth Advisors LLC

39.78K

Jun 30, 26

-555

0.18%

Brookstone Capital Management

35.41K

Jun 30, 26

+8.76K

0.16%

Quadrature Capital Ltd

34.95K

Jun 30, 26

-58.74K

0.16%

Sumitomo Mitsui Trust Group, Inc.

34.60K

Jun 30, 26

+34.60K

0.16%

Columbus Macro, LLC

32.76K

Jun 30, 26

0.15%

Advus Financial Partners, LLC

32.47K

Jun 30, 26

-36.44K

0.15%

Cerity Partners LLC

25.14K

Jun 30, 26

-2.94K

0.12%

Prosperity Planning, Inc.

23.93K

Jun 30, 26

-1.04K

0.11%

Cambridge Investment Research Advisors, Inc.

21.13K

Jun 30, 26

+8.66K

0.10%

AE Wealth Management LLC

20.39K

Jun 30, 26

+1.30K

0.09%

Buckingham Strategic Partners

19.37K

Jun 30, 26

-222

0.09%

LANE BROTHERS & CO INC

18.99K

Jun 30, 26

+18.99K

0.09%

CIBC Bancorp USA Inc.

16.06K

Jun 30, 26

+16.06K

0.07%

Kingsview Wealth Management, LLC

15.92K

Jun 30, 26

-331

0.07%

Atomi Financial Group, Inc.

15.75K

Jun 30, 26

+2.14K

0.07%

Nolet Wealth Management, LLC

15.50K

Jun 30, 26

+483

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

15.32K

Jun 30, 26

-631

0.07%

Spectrum Planning & Advisory Services Inc.

15.13K

Jun 30, 26

-1.39K

0.07%

Equitable Holdings, Inc.

14.75K

Jun 30, 26

+8.18K

0.07%

Perigon Wealth Management, LLC

14.60K

Jun 30, 26

-845

0.07%

MML INVESTORS SERVICES, LLC

14.28K

Jun 30, 26

-26.20K

0.07%

Eddie Patel Inc

14.17K

Jun 30, 26

+14.17K

0.07%

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

13.96K

Jun 30, 26

+7.40K

0.06%

Creative Planning

13.42K

Jun 30, 26

-584

0.06%

Pictet Asset Management Holding SA

13.03K

Jun 30, 26

-2.47K

0.06%

FCA CORP /TX

12.53K

Jun 30, 26

+548

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

12.44K

Jun 30, 26

+956

0.06%

HighTower Advisors, LLC

12.44K

Jun 30, 26

-462

0.06%

Mariner, LLC

12.00K

Jun 30, 26

-2.11K

0.06%

Three Bridge Wealth Advisors, LLC

11.27K

Jun 30, 26

+1.38K

0.05%

Adviser Investments LLC

11.03K

Jun 30, 26

+2.71K

0.05%

CoreCap Advisors, LLC

10.36K

Jun 30, 26

-371

0.05%

Kestra Advisory Services, LLC

10.26K

Jun 30, 26

-5.07K

0.05%

TRUE Private Wealth Advisors

10.26K

Jun 30, 26

+276

0.05%

Ryan Investment Management, Inc.

10.14K

Jun 30, 26

+10.14K

0.05%

Marion Wealth Management

9.89K

Jun 30, 26

-506

0.05%

Madison Wealth Partners, Inc

9.57K

Jun 30, 26

0.04%

Pines Wealth Management, LLC

9.47K

Jun 30, 26

-19.64K

0.04%

Parkwoods Wealth Partners, LLC

9.22K

Jun 30, 26

+2.54K

0.04%

Private Advisor Group, LLC

9.04K

Jun 30, 26

+9.04K

0.04%

RAYMOND JAMES FINANCIAL INC

9.00K

Jun 30, 26

-3.03K

0.04%

Cresset Asset Management, LLC

8.79K

Jun 30, 26

0.04%

TCFG Investment Advisors, LLC

8.37K

Jun 30, 26

+22

0.04%

Mirae Asset Global Investments Co., Ltd.

8.30K

Jun 30, 26

-8.70K

0.04%

WEDBUSH SECURITIES INC

8.15K

Jun 30, 26

-1.18K

0.04%

PRINCIPAL SECURITIES, INC.

8.12K

Jun 30, 26

-687

0.04%

Hubbell Strickland Wealth Management, LLC

8.09K

Jun 30, 26

0.04%

Security Financial Services, INC.

7.85K

Jun 30, 26

+573

0.04%

TWIN FOCUS CAPITAL PARTNERS, LLC

7.80K

Jun 30, 26

0.04%

EHRLICH FINANCIAL GROUP

7.73K

Jun 30, 26

+149

0.04%

Sanchez Gaunt Capital Management, LLC

7.29K

Jun 30, 26

+277

0.03%

NORTHWEST WEALTH MANAGEMENT, LLC

7.21K

Jun 30, 26

-55

0.03%

ANCHOR CAPITAL ADVISORS LLC

6.80K

Jun 30, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

6.64K

Jun 30, 26

+6.64K

0.03%

Global Retirement Partners, LLC

6.30K

Jun 30, 26

+6.30K

0.03%

SRS Capital Advisors, Inc.

5.38K

Jun 30, 26

+4.72K

0.02%

FIRST HORIZON CORP

5.17K

Jun 30, 26

+5.17K

0.02%

BLAIR WILLIAM & CO/IL

3.73K

Jun 30, 26

+470

0.02%

Ancora Advisors, LLC

2.90K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

2.38K

Jun 30, 26

+151

0.01%

Ashton Thomas Private Wealth, LLC

2.37K

Jun 30, 26

0.01%

Financial Perspectives, Inc

2.31K

Jun 30, 26

0.01%

Allworth Financial LP

1.89K

Jun 30, 26

+1.24K

0.01%

EFG International AG

1.80K

Jun 30, 26

0.01%

Gen-Wealth Partners Inc

1.54K

Jun 30, 26

+67

0.01%

Rockefeller Capital Management L.P.

1.52K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

1.26K

Jun 30, 26

-36

0.01%

Parallel Advisors, LLC

1.09K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.07K

Jun 30, 26

-143

0.00%

AdvisorNet Financial, Inc

1.02K

Jun 30, 26

-73

0.00%

Kingdom Financial Group LLC.

977

Jun 30, 26

-29

0.00%

Triumph Capital Management

911

Jun 30, 26

+83

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

822

Jun 30, 26

+822

0.00%

BlackRock, Inc.

644

Jun 30, 26

+11

0.00%

Integrated Wealth Concepts LLC

586

Jun 30, 26

+586

0.00%

Physician Wealth Advisors, Inc.

529

Jun 30, 26

-172

0.00%

SALEM INVESTMENT COUNSELORS INC

511

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

495

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

468

Jun 30, 26

0.00%

Vision Retirement, LLC

427

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

330

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

286

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

265

Jun 30, 26

+265

0.00%

FMR LLC

241

Jun 30, 26

+30

0.00%

Tower Research Capital LLC (TRC)

237

Jun 30, 26

+237

0.00%

Steward Partners Investment Advisory, LLC

203

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

202

Jun 30, 26

-301

0.00%

GROUP ONE TRADING, L.P.

200

Jun 30, 26

+200

0.00%

Forum Finance Group S.A.

200

Jun 30, 26

0.00%

Rossby Financial, LCC

197

Jun 30, 26

-4.81K

0.00%

Turim 21 Investimentos Ltda.

197

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

190

Jun 30, 26

+190

0.00%

Spire Wealth Management

167

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

163

Jun 30, 26

0.00%

Acumen Wealth Advisors, LLC

156

Jun 30, 26

+156

0.00%

Montgomery Financial Services LLC

143

Jun 30, 26

+143

0.00%

Strategic Wealth Partners, Ltd.

136

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

130

Jun 30, 26

+130

0.00%

LAM GROUP, INC.

115

Jun 30, 26

0.00%

Continuum Advisory, LLC

111

Jun 30, 26

+111

0.00%

Atlantic Union Bankshares Corp

100

Jun 30, 26

+100

0.00%

NBT BANK N A /NY

Jun 30, 26

-361

0.00%

Axiom Investment Management LLC

Jun 30, 26

0.00%

Principia Wealth Advisory, LLC

Jun 30, 26

-731

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Transce3nd, LLC

Jun 30, 26

0.00%

Timbuktu Capital Management, LLC

Jun 30, 26

+62

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-950

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

Commonwealth Retirement Investments LLC

Jun 30, 26

+23

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

Jun 30, 26

+15

0.00%

Retirement Wealth Solutions LLC

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Kroeger Financial Partners

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-302

MAI Capital Management

Jun 30, 26

-1.32K

Sound Income Strategies, LLC

Jun 30, 26

-200

Medallion Wealth Advisors, LLC

Jun 30, 26

-22

Hanlon Investment Management, Inc.

Jun 30, 26

-22.38K

Navis Wealth Advisors, LLC

Jun 30, 26

-74.62K

VisionPoint Advisory Group, LLC

Jun 30, 26

-51.33K

FLOW TRADERS U.S. LLC

Jun 30, 26

-37.41K

Beaumont Capital Management, LLC

Jun 30, 26

-35.70K

Ameritas Advisory Services, LLC

Jun 30, 26

-35.33K

Legacy Wealth Partners, LLC

Jun 30, 26

-49.27K

Ignite Planners, LLC

Jun 30, 26

-8.31K

Capital Investment Advisory Services, LLC

Jun 30, 26

-237

BANK OF MONTREAL /CAN/

Jun 30, 26

-1.09K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-6.54K

Crewe Advisors LLC

Jun 30, 26

-760

Ascent Group, LLC

Jun 30, 26

-12.58K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-166

WAYSTONE ADVISORS LLC

Jun 30, 26

-11.43K

Aptus Capital Advisors, LLC

Jun 30, 26

-3.60K

Advisory Services Network, LLC

Jun 30, 26

-495

CENTAURUS FINANCIAL, INC.

Jun 30, 26

-3.06K

Western Wealth Management, LLC

Jun 30, 26

-602

SIMPLEX TRADING, LLC

Jun 30, 26

-17

Advisors Preferred, LLC

Jun 30, 26

-98

KM Capital Management Ltd.

Jun 30, 26

-3.00K

Gateway Wealth Partners, LLC

Jun 30, 26

-34.91K

Dorsey & Whitney Trust CO LLC

Jun 30, 26

-8.73K

Pettinga Financial Advisors, LLC

Jun 30, 26

-18.01K

Atria Investments, Inc

Jun 30, 26

-21.04K

Arlington Trust Co LLC

Jun 30, 26

-52

Sunbelt Securities, Inc.

172.36K

Mar 31, 26

+25.90K

0.80%

SkyView Investment Advisors, LLC

20.00K

Mar 31, 26

-450.85K

0.09%

CWM, LLC

12.17K

Mar 31, 26

-1.46K

0.06%

TCFG WEALTH MANAGEMENT, LLC

8.34K

Mar 31, 26

+8.34K

0.04%

Horizons Wealth Management

555

Mar 31, 26

0.00%

COMERICA BANK

Dec 31, 25

0.00%

Northwest Capital Management Inc

Dec 31, 25

-7

EWG Elevate Inc.

21.70K

Sep 30, 25

+877

0.10%

Abich Financial Wealth Management LLC

332

Sep 30, 25

+332

0.00%

AVANTAX ADVISORY SERVICES, INC.

12.98K

Jun 30, 25

-516

0.06%

Sandy Spring Bank

Mar 31, 25

-588

WR Wealth Planners, LLC

221

Dec 31, 24

-106

0.00%

Axiom Advisory, LLC

5.53M

Sep 30, 24

+564.32K

25.51%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

TNF LLC

Sep 30, 24

-7.73K

BlackRock Inc.

207.57K

Jun 30, 24

-68

0.96%

BUCKINGHAM STRATEGIC WEALTH, LLC

141.93K

Jun 30, 24

+36.59K

0.65%

ICA Group Wealth Management, LLC

Jun 30, 24

-41

InterOcean Capital Group, LLC

27.10K

Mar 31, 24

+15.59K

0.13%

Cetera Advisor Networks LLC

15.48K

Mar 31, 24

-4.77K

0.07%

WEALTHSOURCE PARTNERS, LLC

69.97K

Dec 31, 23

-19.68K

0.32%

PROVENCE WEALTH MANAGEMENT GROUP

958

Dec 31, 23

-566

0.00%

Baystate Wealth Management LLC

736

Dec 31, 23

-637

0.00%

Icon Wealth Partners, LLC

4.03K

Sep 30, 23

0.02%

First National Bank of South Miami

68.07K

Jun 30, 23

+13.18K

0.31%

BerganKDV Wealth Management, LLC

7.21K

Jun 30, 23

-270

0.03%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-7

Kalos Management, Inc.

Jun 30, 23

-182

LEO BROKERAGE, LLC

Jun 30, 23

-8.03K

Baldrige Asset Management LLC

1.87K

Mar 31, 23

+346

0.01%

WC Walker & Associates, Inc.

54.79K

Dec 31, 22

-9.90K

0.25%

Claraphi Advisory Network, LLC

46.13K

Dec 31, 22

+14.16K

0.21%

Laurel Wealth Advisors, Inc.

11.51K

Dec 31, 22

-420

0.05%

Burleson & Company, LLC

2.81K

Dec 31, 22

+659

0.01%

Sargent Bickham Lagudis LLC

Dec 31, 22

-711

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-5

American Portfolios Advisors

33.26K

Sep 30, 22

-551

0.15%

Spectrum Management Group, LLC

32.67K

Sep 30, 22

+2.56K

0.15%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

11.07K

Sep 30, 22

+117

0.05%

Round Table Services, LLC

6.51K

Sep 30, 22

0.03%

Strategic Asset Management, LLC

3.57K

Sep 30, 22

+656

0.02%

KARLINSKI ANDREW C

204

Sep 30, 22

+204

0.00%

ACG Wealth

Sep 30, 22

-5.29K

LFS ASSET MANAGEMENT

Sep 30, 22

-10.12K

HYA Advisors, Inc

35.83K

Jun 30, 22

-58.33K

0.17%

Private Capital Group, LLC

579

Jun 30, 22

-15.88K

0.00%

Lake Point Wealth Management

Jun 30, 22

+34

0.00%

IndexIQ Advisors LLC

55.38K

Mar 31, 22

+55.38K

0.26%

Karn, Couzens & Associates, Inc.

14.90K

Mar 31, 22

+2.42K

0.07%

Lenox Wealth Advisors, LLC

351

Mar 31, 22

+351

0.00%

HawsGoodwin Investment Management LLC

292.58K

Dec 31, 21

+24.69K

1.35%

VIVID FINANCIAL MANAGEMENT, INC.

58.44K

Dec 31, 21

-26.02K

0.27%

Biltmore Capital Advisors LLC

49.86K

Dec 31, 21

-7.43K

0.23%

NEXT Financial Group, Inc

31.08K

Dec 31, 21

+16.93K

0.14%

Carroll Financial Associates, Inc.

25.99K

Dec 31, 21

+25.99K

0.12%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

24.92K

Sep 30, 21

+1.01K

0.11%

Cascadia Advisory Services, LLC

10.99K

Sep 30, 21

-4.79K

0.05%

LifePlan Financial Group, Inc

7.26K

Sep 30, 20

0.03%

Starfire Investment Advisers, Inc.

15.29K

Jun 30, 20

-2.45K

0.07%

Advisor Group, Inc.

20.23K

Dec 31, 19

-3.29K

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

18.26K

Dec 31, 19

+486

0.08%

Premia Global Advisors, LLC

Sep 30, 19

-48.96K

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Sep 30, 19

-24

Live Your Vision, LLC

32.26K

Mar 31, 19

-5.75K

0.15%

HL FINANCIAL SERVICES LLC

Mar 31, 19

-23.18K

WealthTrust-Arizona, LLC

6.90K

Dec 31, 18

-8.90K

0.03%

Vestpro Financial Partners, Inc. dba CPF Texas

Sep 30, 18

+67

0.00%

Windhaven Investment Management, Inc.

4.04M

Mar 31, 18

-55.13K

18.66%

NATIONAL PLANNING CORP

Dec 31, 17

-15.45K

Virtu KCG Holdings LLC

30.81K

Jun 30, 17

+30.81K

0.14%

Commonwealth Equity Services, Inc

12.50K

Jun 30, 17

+968

0.06%

WFG Advisors, LP

3.65K

Jun 30, 17

+198

0.02%

BLACKROCK ADVISORS LLC

23.76K

Dec 31, 16

+1.65K

0.11%

MSI Financial Services Inc

1.95K

Dec 31, 16

+903

0.01%

INTEGRATED WEALTH COUNSEL, LLC

921

Dec 31, 16

0.00%

BlackRock Investment Management, LLC

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-45