iShares GSCI Commodity Dynamic Roll Strategy ETF(COMT)

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iShares GSCI Commodity Dynamic Roll Strategy ETF(COMT)

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$33.19—

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COMT(COMT)

COMT

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

Institutional Ownership

Top 242 Institutional Holders

Holder	Shares	Date	Change	% Held
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	92.90K	Jun 30, 26	-1.21K	0.43%
Aletheian Wealth Advisors LLC	62.37K	Jun 30, 26	+684	0.29%
ARKANSAS FINANCIAL GROUP, INC.	60.95K	Jun 30, 26	-378	0.28%
Alhambra Investment Partners LLC	47.29K	Jun 30, 26	-4.11K	0.22%
Brookstone Capital Management	35.41K	Jun 30, 26	+8.76K	0.16%
Columbus Macro, LLC	32.76K	Jun 30, 26	--	0.15%
Prosperity Planning, Inc.	23.93K	Jun 30, 26	-1.04K	0.11%
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%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	13.96K	Jun 30, 26	+7.40K	0.06%
CoreCap Advisors, LLC	10.36K	Jun 30, 26	-371	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%
Pines Wealth Management, LLC	9.47K	Jun 30, 26	-19.64K	0.04%
Mirae Asset Global Investments Co., Ltd.	8.30K	Jun 30, 26	-8.70K	0.04%
Security Financial Services, INC.	7.85K	Jun 30, 26	+573	0.04%
EHRLICH FINANCIAL GROUP	7.73K	Jun 30, 26	+149	0.04%
NORTHWEST WEALTH MANAGEMENT, LLC	7.21K	Jun 30, 26	-55	0.03%
FIRST HORIZON CORP	5.17K	Jun 30, 26	+5.17K	0.02%
Farther Finance Advisors, LLC	2.38K	Jun 30, 26	+151	0.01%
Triumph Capital Management	911	Jun 30, 26	+83	0.00%
Physician Wealth Advisors, Inc.	529	Jun 30, 26	-172	0.00%
SALEM INVESTMENT COUNSELORS INC	511	Jun 30, 26	--	0.00%
SOA Wealth Advisors, LLC.	286	Jun 30, 26	--	0.00%
Spire Wealth Management	167	Jun 30, 26	--	0.00%
LAM GROUP, INC.	115	Jun 30, 26	+5	0.00%
Retirement Wealth Solutions LLC	10	Jun 30, 26	--	0.00%
Rosenberg Matthew Hamilton	4	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	--	Jun 30, 26	-52	--
Sound Income Strategies, LLC	--	Jun 30, 26	-200	--
Pettinga Financial Advisors, LLC	--	Jun 30, 26	-18.01K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-6.54K	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-51.33K	--
BANK OF AMERICA CORP /DE/	3.27M	Mar 31, 26	+1.05M	15.07%
ASSETMARK, INC	2.56M	Mar 31, 26	+2.33M	11.80%
Tradewinds Capital Management, LLC	1.39M	Mar 31, 26	+1.39M	6.40%
AMERIPRISE FINANCIAL INC	644.39K	Mar 31, 26	+501.07K	2.97%
MORGAN STANLEY	403.75K	Mar 31, 26	+184.80K	1.86%
UBS Group AG	294.85K	Mar 31, 26	+158.51K	1.36%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	251.59K	Mar 31, 26	+251.59K	1.16%
Colony Group, LLC	250.12K	Mar 31, 26	-74.08K	1.15%
VCI Wealth Management LLC	226.43K	Mar 31, 26	-7.73K	1.04%
Vontobel Holding Ltd.	205.40K	Mar 31, 26	-396.50K	0.95%
NWAM LLC	200.18K	Mar 31, 26	+3.52K	0.92%
TRUIST FINANCIAL CORP	198.52K	Mar 31, 26	-19.83K	0.92%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	197.67K	Mar 31, 26	-3.67K	0.91%
ENVESTNET ASSET MANAGEMENT INC	195.93K	Mar 31, 26	+125.80K	0.90%
Sunbelt Securities, Inc.	172.36K	Mar 31, 26	+25.90K	0.80%
ROYAL BANK OF CANADA	164.28K	Mar 31, 26	+127.03K	0.76%
Chicago Wealth Management, Inc.	147.32K	Mar 31, 26	+147.32K	0.68%
Proficio Capital Partners LLC	123.69K	Mar 31, 26	+123.69K	0.57%
HANCOCK WHITNEY CORP	113.40K	Mar 31, 26	+1.67K	0.52%
Wealth Alliance	105.98K	Mar 31, 26	+603	0.49%
LPL Financial LLC	104.14K	Mar 31, 26	+37.90K	0.48%
Quadrature Capital Ltd	93.69K	Mar 31, 26	+93.69K	0.43%
Evolution Wealth Advisors, LLC	91.47K	Mar 31, 26	-32.21K	0.42%
NewEdge Advisors, LLC	84.57K	Mar 31, 26	+14.12K	0.39%
Carrera Capital Advisors	82.14K	Mar 31, 26	+6.15K	0.38%
Trek Financial, LLC	78.67K	Mar 31, 26	-10.52K	0.36%
Navis Wealth Advisors, LLC	74.62K	Mar 31, 26	+74.62K	0.34%
Note Advisors, LLC	74.00K	Mar 31, 26	-3.23K	0.34%
Cetera Investment Advisers	69.47K	Mar 31, 26	+34.28K	0.32%
Baird Financial Group, Inc.	67.09K	Mar 31, 26	+7.06K	0.31%
HSBC HOLDINGS PLC	63.47K	Mar 31, 26	+12.16K	0.29%
GenTrust, LLC	59.74K	Mar 31, 26	--	0.28%
JPMORGAN CHASE & CO	53.09K	Mar 31, 26	+23.34K	0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	49.70K	Mar 31, 26	-7.60K	0.23%
MML INVESTORS SERVICES, LLC	40.48K	Mar 31, 26	-9.86K	0.19%
FLOW TRADERS U.S. LLC	37.41K	Mar 31, 26	+37.41K	0.17%
Beaumont Capital Management, LLC	35.70K	Mar 31, 26	+35.70K	0.16%
Ameritas Advisory Services, LLC	35.33K	Mar 31, 26	+35.33K	0.16%
Gateway Wealth Partners, LLC	34.91K	Mar 31, 26	+34.91K	0.16%
Cerity Partners LLC	28.08K	Mar 31, 26	-28.90K	0.13%
ADVISOR GROUP HOLDINGS, INC.	25.90K	Mar 31, 26	+9.80K	0.12%
Hanlon Investment Management, Inc.	22.38K	Mar 31, 26	+22.38K	0.10%
Atria Investments, Inc	21.04K	Mar 31, 26	+21.04K	0.10%
SkyView Investment Advisors, LLC	20.00K	Mar 31, 26	-450.85K	0.09%
Buckingham Strategic Partners	19.59K	Mar 31, 26	+19.59K	0.09%
AE Wealth Management LLC	19.09K	Mar 31, 26	+4.17K	0.09%
Mirae Asset Global Investments Co., Ltd.	17.00K	Mar 31, 26	-3.50K	0.08%
Kingsview Wealth Management, LLC	16.25K	Mar 31, 26	-625	0.07%
Pictet Asset Management Holding SA	15.50K	Mar 31, 26	+15.50K	0.07%
Perigon Wealth Management, LLC	15.44K	Mar 31, 26	-7.25K	0.07%
Kestra Advisory Services, LLC	15.33K	Mar 31, 26	-483	0.07%
Mariner, LLC	14.12K	Mar 31, 26	+170	0.07%
Creative Planning	14.00K	Mar 31, 26	+2.33K	0.06%
Atomi Financial Group, Inc.	13.61K	Mar 31, 26	+3.73K	0.06%
HighTower Advisors, LLC	12.90K	Mar 31, 26	+4.20K	0.06%
Ascent Group, LLC	12.58K	Mar 31, 26	+12.58K	0.06%
Cambridge Investment Research Advisors, Inc.	12.47K	Mar 31, 26	-7.51K	0.06%
CWM, LLC	12.17K	Mar 31, 26	-1.46K	0.06%
RAYMOND JAMES FINANCIAL INC	12.03K	Mar 31, 26	+2.76K	0.06%
FCA CORP /TX	11.98K	Mar 31, 26	+162	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	11.48K	Mar 31, 26	-235	0.05%
TRUE Private Wealth Advisors	9.98K	Mar 31, 26	-678.10K	0.05%
Three Bridge Wealth Advisors, LLC	9.89K	Mar 31, 26	+1.11K	0.05%
Madison Wealth Partners, Inc	9.57K	Mar 31, 26	--	0.04%
WEDBUSH SECURITIES INC	9.33K	Mar 31, 26	-942	0.04%
PRINCIPAL SECURITIES, INC.	8.81K	Mar 31, 26	+8.81K	0.04%
Cresset Asset Management, LLC	8.79K	Mar 31, 26	--	0.04%
Dorsey & Whitney Trust CO LLC	8.73K	Mar 31, 26	--	0.04%
TCFG WEALTH MANAGEMENT, LLC	8.34K	Mar 31, 26	+8.34K	0.04%
Adviser Investments LLC	8.33K	Mar 31, 26	+8.33K	0.04%
Ignite Planners, LLC	8.31K	Mar 31, 26	+8.31K	0.04%
Hubbell Strickland Wealth Management, LLC	8.09K	Mar 31, 26	-1.71K	0.04%
TWIN FOCUS CAPITAL PARTNERS, LLC	7.80K	Mar 31, 26	+7.80K	0.04%
ANCHOR CAPITAL ADVISORS LLC	6.80K	Mar 31, 26	+6.80K	0.03%
Parkwoods Wealth Partners, LLC	6.68K	Mar 31, 26	+6.68K	0.03%
Equitable Holdings, Inc.	6.57K	Mar 31, 26	+6.57K	0.03%
Rossby Financial, LCC	5.00K	Mar 31, 26	+5.00K	0.02%
Aptus Capital Advisors, LLC	3.60K	Mar 31, 26	+3.60K	0.02%
BLAIR WILLIAM & CO/IL	3.26K	Mar 31, 26	--	0.02%
CENTAURUS FINANCIAL, INC.	3.06K	Mar 31, 26	+3.06K	0.01%
KM Capital Management Ltd.	3.00K	Mar 31, 26	+3.00K	0.01%
Ancora Advisors, LLC	2.90K	Mar 31, 26	-500	0.01%
Ashton Thomas Private Wealth, LLC	2.37K	Mar 31, 26	+2.37K	0.01%
Financial Perspectives, Inc	2.31K	Mar 31, 26	--	0.01%
Rockefeller Capital Management L.P.	1.52K	Mar 31, 26	+13	0.01%
Gen-Wealth Partners Inc	1.48K	Mar 31, 26	-944	0.01%
MAI Capital Management	1.32K	Mar 31, 26	+1.28K	0.01%
FIFTH THIRD BANCORP	1.29K	Mar 31, 26	+108	0.01%
HARBOUR INVESTMENTS, INC.	1.22K	Mar 31, 26	+924	0.01%
AdvisorNet Financial, Inc	1.10K	Mar 31, 26	-21	0.01%
BANK OF MONTREAL /CAN/	1.09K	Mar 31, 26	+955	0.01%
Parallel Advisors, LLC	1.09K	Mar 31, 26	--	0.01%
Kingdom Financial Group LLC.	1.01K	Mar 31, 26	-179	0.00%
Lloyd Advisory Services, LLC.	1.01K	Mar 31, 26	+950	0.00%
Crewe Advisors LLC	760	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	661	Mar 31, 26	-1.20K	0.00%
Allworth Financial LP	659	Mar 31, 26	+118	0.00%
BlackRock, Inc.	633	Mar 31, 26	+275	0.00%
Western Wealth Management, LLC	602	Mar 31, 26	+602	0.00%
Horizons Wealth Management	555	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	503	Mar 31, 26	-275	0.00%
NATIONAL BANK OF CANADA /FI/	495	Mar 31, 26	-20.71K	0.00%
Advisory Services Network, LLC	495	Mar 31, 26	+495	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	468	Mar 31, 26	--	0.00%
NBT BANK N A /NY	453	Mar 31, 26	+428	0.00%
Founders Financial Alliance, LLC	330	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	302	Mar 31, 26	+302	0.00%
Capital Investment Advisory Services, LLC	237	Mar 31, 26	+237	0.00%
FMR LLC	211	Mar 31, 26	+211	0.00%
Steward Partners Investment Advisory, LLC	203	Mar 31, 26	--	0.00%
Turim 21 Investimentos Ltda.	197	Mar 31, 26	+197	0.00%
Merkkuri Wealth Advisors LLC	166	Mar 31, 26	+166	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	163	Mar 31, 26	-16	0.00%
Strategic Wealth Partners, Ltd.	136	Mar 31, 26	--	0.00%
Advisors Preferred, LLC	98	Mar 31, 26	+98	0.00%
Axiom Investment Management LLC	79	Mar 31, 26	+79	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	77	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	72	Mar 31, 26	-3	0.00%
Transce3nd, LLC	64	Mar 31, 26	-31	0.00%
MPWM ADVISORY SOLUTIONS, LLC	60	Mar 31, 26	--	0.00%
US BANCORP \DE\	47	Mar 31, 26	+47	0.00%
HANTZ FINANCIAL SERVICES, INC.	37	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	19	Mar 31, 26	-16	0.00%
SIMPLEX TRADING, LLC	17	Mar 31, 26	+17	0.00%
EverSource Wealth Advisors, LLC	3	Mar 31, 26	-1	0.00%
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-100	--
Coston, McIsaac & Partners	--	Mar 31, 26	-3.63K	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-223	--
Bank Julius Baer & Co. Ltd, Zurich	--	Mar 31, 26	-8.68K	--
Resources Investment Advisors, LLC.	--	Mar 31, 26	-441.62K	--
Sumitomo Mitsui Trust Group, Inc.	--	Mar 31, 26	-148.72K	--
Fulcrum Asset Management LLP	--	Mar 31, 26	-211	--
NANO CAP NEW MILLENNIUM GROWTH FUND L P	--	Mar 31, 26	-15.00K	--
Global Retirement Partners, LLC	5.47K	Dec 31, 25	+3.88K	0.03%
Principia Wealth Advisory, LLC	2.40K	Dec 31, 25	+2.00K	0.01%
SageView Advisory Group, LLC	1.39K	Dec 31, 25	+1.39K	0.01%
TUCKER ASSET MANAGEMENT LLC	1.24K	Dec 31, 25	+1.24K	0.01%
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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

92.90K

Jun 30, 26

-1.21K

0.43%

Aletheian Wealth Advisors LLC

62.37K

Jun 30, 26

+684

0.29%

ARKANSAS FINANCIAL GROUP, INC.

60.95K

Jun 30, 26

-378

0.28%

Alhambra Investment Partners LLC

47.29K

Jun 30, 26

-4.11K

0.22%

Brookstone Capital Management

35.41K

Jun 30, 26

+8.76K

0.16%

Columbus Macro, LLC

32.76K

Jun 30, 26

0.15%

Prosperity Planning, Inc.

23.93K

Jun 30, 26

-1.04K

0.11%

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%

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

13.96K

Jun 30, 26

+7.40K

0.06%

CoreCap Advisors, LLC

10.36K

Jun 30, 26

-371

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%

Pines Wealth Management, LLC

9.47K

Jun 30, 26

-19.64K

0.04%

Mirae Asset Global Investments Co., Ltd.

8.30K

Jun 30, 26

-8.70K

0.04%

Security Financial Services, INC.

7.85K

Jun 30, 26

+573

0.04%

EHRLICH FINANCIAL GROUP

7.73K

Jun 30, 26

+149

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

7.21K

Jun 30, 26

-55

0.03%

FIRST HORIZON CORP

5.17K

Jun 30, 26

+5.17K

0.02%

Farther Finance Advisors, LLC

2.38K

Jun 30, 26

+151

0.01%

Triumph Capital Management

911

Jun 30, 26

+83

0.00%

Physician Wealth Advisors, Inc.

529

Jun 30, 26

-172

0.00%

SALEM INVESTMENT COUNSELORS INC

511

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

286

Jun 30, 26

0.00%

Spire Wealth Management

167

Jun 30, 26

0.00%

LAM GROUP, INC.

115

Jun 30, 26

0.00%

Retirement Wealth Solutions LLC

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

Jun 30, 26

0.00%

Arlington Trust Co LLC

Jun 30, 26

-52

Sound Income Strategies, LLC

Jun 30, 26

-200

Pettinga Financial Advisors, LLC

Jun 30, 26

-18.01K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-6.54K

VisionPoint Advisory Group, LLC

Jun 30, 26

-51.33K

BANK OF AMERICA CORP /DE/

3.27M

Mar 31, 26

+1.05M

15.07%

ASSETMARK, INC

2.56M

Mar 31, 26

+2.33M

11.80%

Tradewinds Capital Management, LLC

1.39M

Mar 31, 26

+1.39M

6.40%

AMERIPRISE FINANCIAL INC

644.39K

Mar 31, 26

+501.07K

2.97%

MORGAN STANLEY

403.75K

Mar 31, 26

+184.80K

1.86%

UBS Group AG

294.85K

Mar 31, 26

+158.51K

1.36%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

251.59K

Mar 31, 26

+251.59K

1.16%

Colony Group, LLC

250.12K

Mar 31, 26

-74.08K

1.15%

VCI Wealth Management LLC

226.43K

Mar 31, 26

-7.73K

1.04%

Vontobel Holding Ltd.

205.40K

Mar 31, 26

-396.50K

0.95%

NWAM LLC

200.18K

Mar 31, 26

+3.52K

0.92%

TRUIST FINANCIAL CORP

198.52K

Mar 31, 26

-19.83K

0.92%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

197.67K

Mar 31, 26

-3.67K

0.91%

ENVESTNET ASSET MANAGEMENT INC

195.93K

Mar 31, 26

+125.80K

0.90%

Sunbelt Securities, Inc.

172.36K

Mar 31, 26

+25.90K

0.80%

ROYAL BANK OF CANADA

164.28K

Mar 31, 26

+127.03K

0.76%

Chicago Wealth Management, Inc.

147.32K

Mar 31, 26

+147.32K

0.68%

Proficio Capital Partners LLC

123.69K

Mar 31, 26

+123.69K

0.57%

HANCOCK WHITNEY CORP

113.40K

Mar 31, 26

+1.67K

0.52%

Wealth Alliance

105.98K

Mar 31, 26

+603

0.49%

LPL Financial LLC

104.14K

Mar 31, 26

+37.90K

0.48%

Quadrature Capital Ltd

93.69K

Mar 31, 26

+93.69K

0.43%

Evolution Wealth Advisors, LLC

91.47K

Mar 31, 26

-32.21K

0.42%

NewEdge Advisors, LLC

84.57K

Mar 31, 26

+14.12K

0.39%

Carrera Capital Advisors

82.14K

Mar 31, 26

+6.15K

0.38%

Trek Financial, LLC

78.67K

Mar 31, 26

-10.52K

0.36%

Navis Wealth Advisors, LLC

74.62K

Mar 31, 26

+74.62K

0.34%

Note Advisors, LLC

74.00K

Mar 31, 26

-3.23K

0.34%

Cetera Investment Advisers

69.47K

Mar 31, 26

+34.28K

0.32%

Baird Financial Group, Inc.

67.09K

Mar 31, 26

+7.06K

0.31%

HSBC HOLDINGS PLC

63.47K

Mar 31, 26

+12.16K

0.29%

GenTrust, LLC

59.74K

Mar 31, 26

0.28%

JPMORGAN CHASE & CO

53.09K

Mar 31, 26

+23.34K

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

49.70K

Mar 31, 26

-7.60K

0.23%

MML INVESTORS SERVICES, LLC

40.48K

Mar 31, 26

-9.86K

0.19%

FLOW TRADERS U.S. LLC

37.41K

Mar 31, 26

+37.41K

0.17%

Beaumont Capital Management, LLC

35.70K

Mar 31, 26

+35.70K

0.16%

Ameritas Advisory Services, LLC

35.33K

Mar 31, 26

+35.33K

0.16%

Gateway Wealth Partners, LLC

34.91K

Mar 31, 26

+34.91K

0.16%

Cerity Partners LLC

28.08K

Mar 31, 26

-28.90K

0.13%

ADVISOR GROUP HOLDINGS, INC.

25.90K

Mar 31, 26

+9.80K

0.12%

Hanlon Investment Management, Inc.

22.38K

Mar 31, 26

+22.38K

0.10%

Atria Investments, Inc

21.04K

Mar 31, 26

+21.04K

0.10%

SkyView Investment Advisors, LLC

20.00K

Mar 31, 26

-450.85K

0.09%

Buckingham Strategic Partners

19.59K

Mar 31, 26

+19.59K

0.09%

AE Wealth Management LLC

19.09K

Mar 31, 26

+4.17K

0.09%

Mirae Asset Global Investments Co., Ltd.

17.00K

Mar 31, 26

-3.50K

0.08%

Kingsview Wealth Management, LLC

16.25K

Mar 31, 26

-625

0.07%

Pictet Asset Management Holding SA

15.50K

Mar 31, 26

+15.50K

0.07%

Perigon Wealth Management, LLC

15.44K

Mar 31, 26

-7.25K

0.07%

Kestra Advisory Services, LLC

15.33K

Mar 31, 26

-483

0.07%

Mariner, LLC

14.12K

Mar 31, 26

+170

0.07%

Creative Planning

14.00K

Mar 31, 26

+2.33K

0.06%

Atomi Financial Group, Inc.

13.61K

Mar 31, 26

+3.73K

0.06%

HighTower Advisors, LLC

12.90K

Mar 31, 26

+4.20K

0.06%

Ascent Group, LLC

12.58K

Mar 31, 26

+12.58K

0.06%

Cambridge Investment Research Advisors, Inc.

12.47K

Mar 31, 26

-7.51K

0.06%

CWM, LLC

12.17K

Mar 31, 26

-1.46K

0.06%

RAYMOND JAMES FINANCIAL INC

12.03K

Mar 31, 26

+2.76K

0.06%

FCA CORP /TX

11.98K

Mar 31, 26

+162

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

11.48K

Mar 31, 26

-235

0.05%

TRUE Private Wealth Advisors

9.98K

Mar 31, 26

-678.10K

0.05%

Three Bridge Wealth Advisors, LLC

9.89K

Mar 31, 26

+1.11K

0.05%

Madison Wealth Partners, Inc

9.57K

Mar 31, 26

0.04%

WEDBUSH SECURITIES INC

9.33K

Mar 31, 26

-942

0.04%

PRINCIPAL SECURITIES, INC.

8.81K

Mar 31, 26

+8.81K

0.04%

Cresset Asset Management, LLC

8.79K

Mar 31, 26

0.04%

Dorsey & Whitney Trust CO LLC

8.73K

Mar 31, 26

0.04%

TCFG WEALTH MANAGEMENT, LLC

8.34K

Mar 31, 26

+8.34K

0.04%

Adviser Investments LLC

8.33K

Mar 31, 26

+8.33K

0.04%

Ignite Planners, LLC

8.31K

Mar 31, 26

+8.31K

0.04%

Hubbell Strickland Wealth Management, LLC

8.09K

Mar 31, 26

-1.71K

0.04%

TWIN FOCUS CAPITAL PARTNERS, LLC

7.80K

Mar 31, 26

+7.80K

0.04%

ANCHOR CAPITAL ADVISORS LLC

6.80K

Mar 31, 26

+6.80K

0.03%

Parkwoods Wealth Partners, LLC

6.68K

Mar 31, 26

+6.68K

0.03%

Equitable Holdings, Inc.

6.57K

Mar 31, 26

+6.57K

0.03%

Rossby Financial, LCC

5.00K

Mar 31, 26

+5.00K

0.02%

Aptus Capital Advisors, LLC

3.60K

Mar 31, 26

+3.60K

0.02%

BLAIR WILLIAM & CO/IL

3.26K

Mar 31, 26

0.02%

CENTAURUS FINANCIAL, INC.

3.06K

Mar 31, 26

+3.06K

0.01%

KM Capital Management Ltd.

3.00K

Mar 31, 26

+3.00K

0.01%

Ancora Advisors, LLC

2.90K

Mar 31, 26

-500

0.01%

Ashton Thomas Private Wealth, LLC

2.37K

Mar 31, 26

+2.37K

0.01%

Financial Perspectives, Inc

2.31K

Mar 31, 26

0.01%

Rockefeller Capital Management L.P.

1.52K

Mar 31, 26

+13

0.01%

Gen-Wealth Partners Inc

1.48K

Mar 31, 26

-944

0.01%

MAI Capital Management

1.32K

Mar 31, 26

+1.28K

0.01%

FIFTH THIRD BANCORP

1.29K

Mar 31, 26

+108

0.01%

HARBOUR INVESTMENTS, INC.

1.22K

Mar 31, 26

+924

0.01%

AdvisorNet Financial, Inc

1.10K

Mar 31, 26

-21

0.01%

BANK OF MONTREAL /CAN/

1.09K

Mar 31, 26

+955

0.01%

Parallel Advisors, LLC

1.09K

Mar 31, 26

0.01%

Kingdom Financial Group LLC.

1.01K

Mar 31, 26

-179

0.00%

Lloyd Advisory Services, LLC.

1.01K

Mar 31, 26

+950

0.00%

Crewe Advisors LLC

760

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

661

Mar 31, 26

-1.20K

0.00%

Allworth Financial LP

659

Mar 31, 26

+118

0.00%

BlackRock, Inc.

633

Mar 31, 26

+275

0.00%

Western Wealth Management, LLC

602

Mar 31, 26

+602

0.00%

Horizons Wealth Management

555

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

503

Mar 31, 26

-275

0.00%

NATIONAL BANK OF CANADA /FI/

495

Mar 31, 26

-20.71K

0.00%

Advisory Services Network, LLC

495

Mar 31, 26

+495

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

468

Mar 31, 26

0.00%

NBT BANK N A /NY

453

Mar 31, 26

+428

0.00%

Founders Financial Alliance, LLC

330

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

302

Mar 31, 26

+302

0.00%

Capital Investment Advisory Services, LLC

237

Mar 31, 26

+237

0.00%

FMR LLC

211

Mar 31, 26

+211

0.00%

Steward Partners Investment Advisory, LLC

203

Mar 31, 26

0.00%

Turim 21 Investimentos Ltda.

197

Mar 31, 26

+197

0.00%

Merkkuri Wealth Advisors LLC

166

Mar 31, 26

+166

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

163

Mar 31, 26

-16

0.00%

Strategic Wealth Partners, Ltd.

136

Mar 31, 26

0.00%

Advisors Preferred, LLC

Mar 31, 26

+98

0.00%

Axiom Investment Management LLC

Mar 31, 26

+79

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

-3

0.00%

Transce3nd, LLC

Mar 31, 26

-31

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

0.00%

US BANCORP \DE\

Mar 31, 26

+47

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

-16

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

+17

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

-1

0.00%

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-100

Coston, McIsaac & Partners

Mar 31, 26

-3.63K

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-223

Bank Julius Baer & Co. Ltd, Zurich

Mar 31, 26

-8.68K

Resources Investment Advisors, LLC.

Mar 31, 26

-441.62K

Sumitomo Mitsui Trust Group, Inc.

Mar 31, 26

-148.72K

Fulcrum Asset Management LLP

Mar 31, 26

-211

NANO CAP NEW MILLENNIUM GROWTH FUND L P

Mar 31, 26

-15.00K

Global Retirement Partners, LLC

5.47K

Dec 31, 25

+3.88K

0.03%

Principia Wealth Advisory, LLC

2.40K

Dec 31, 25

+2.00K

0.01%

SageView Advisory Group, LLC

1.39K

Dec 31, 25

+1.39K

0.01%

TUCKER ASSET MANAGEMENT LLC

1.24K

Dec 31, 25

+1.24K

0.01%

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