Pacer US Large Cap Cash Cows Growth Leaders ETF(COWG)

$39.43—Stale · unknown old

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Pacer US Large Cap Cash Cows Growth Leaders ETF(COWG)

NASDAQ • Last print unknown ago

$39.43—Stale · unknown old

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COWG(COWG)

COWG

Institutional Ownership

Top 290 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	6.06M	Jun 30, 26	-209.53K	9.68%
LPL Financial LLC	5.21M	Jun 30, 26	+26.69K	8.32%
RAYMOND JAMES FINANCIAL INC	2.24M	Jun 30, 26	+10.51K	3.57%
JONES FINANCIAL COMPANIES LLLP	1.81M	Jun 30, 26	+66.89K	2.88%
ENVESTNET ASSET MANAGEMENT INC	1.68M	Jun 30, 26	-136.76K	2.69%
MORGAN STANLEY	1.58M	Jun 30, 26	+110.21K	2.52%
WELLS FARGO & COMPANY/MN	1.13M	Jun 30, 26	-898.49K	1.80%
Cetera Investment Advisers	1.10M	Jun 30, 26	+13.77K	1.76%
Cambridge Investment Research Advisors, Inc.	1.02M	Jun 30, 26	+4.53K	1.63%
ADVISOR GROUP HOLDINGS, INC.	892.74K	Jun 30, 26	-10.17K	1.43%
MML INVESTORS SERVICES, LLC	778.02K	Jun 30, 26	-295.34K	1.24%
Kestra Advisory Services, LLC	668.60K	Jun 30, 26	+36.83K	1.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	580.32K	Jun 30, 26	+45.03K	0.93%
ROYAL BANK OF CANADA	527.70K	Jun 30, 26	-18.27K	0.84%
TRUIST FINANCIAL CORP	508.85K	Jun 30, 26	+2.84K	0.81%
Aspire Capital Advisors LLC	504.92K	Jun 30, 26	+8.72K	0.81%
Foundations Investment Advisors, LLC	491.91K	Jun 30, 26	+23.66K	0.79%
Heck Capital Advisors, LLC	474.72K	Jun 30, 26	+843	0.76%
Clark Capital Management Group, Inc.	473.74K	Jun 30, 26	-57.46K	0.76%
HighTower Advisors, LLC	440.17K	Jun 30, 26	+9.00K	0.70%
COMMONWEALTH EQUITY SERVICES, LLC	437.65K	Jun 30, 26	-53.17K	0.70%
RVW Wealth, LLC	385.84K	Jun 30, 26	+43.85K	0.62%
Steward Partners Investment Advisory, LLC	365.84K	Jun 30, 26	+1.34K	0.58%
Plan Group Financial, LLC	325.05K	Jun 30, 26	+50.20K	0.52%
Sylvest Advisors, LLC	306.10K	Jun 30, 26	-5.58K	0.49%
HBW Advisory Services LLC	254.07K	Jun 30, 26	+4.88K	0.41%
Z3 Capital Partners, LLC	251.71K	Jun 30, 26	-3.33K	0.40%
GOLDMAN SACHS GROUP INC	237.44K	Jun 30, 26	-52.66K	0.38%
Team Financial Group, LLC	229.66K	Jun 30, 26	+3.38K	0.37%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	229.38K	Jun 30, 26	+3.99K	0.37%
Cornerstone Wealth Management, LLC	223.00K	Jun 30, 26	-13.10K	0.36%
Ethos Financial Group, LLC	209.38K	Jun 30, 26	+209.38K	0.33%
Brinker Capital Investments, LLC	207.91K	Jun 30, 26	-25.56K	0.33%
Rockefeller Capital Management L.P.	206.30K	Jun 30, 26	-115.63K	0.33%
FLAGSHIP HARBOR ADVISORS, LLC	192.83K	Jun 30, 26	+19.64K	0.31%
Laurel Wealth Planning LLC	167.02K	Jun 30, 26	-6.10K	0.27%
Marble Wealth, LLC	164.70K	Jun 30, 26	-4.14K	0.26%
Baird Financial Group, Inc.	160.85K	Jun 30, 26	+10.08K	0.26%
VERUS CAPITAL PARTNERS, LLC	152.29K	Jun 30, 26	+3.89K	0.24%
Guilbault Capital LLC	144.36K	Jun 30, 26	-5.55K	0.23%
ATLANTIC FAMILY WEALTH, LLC	140.97K	Jun 30, 26	+2.52K	0.23%
BNB Wealth Management, LLC	137.26K	Jun 30, 26	-63.11K	0.22%
Advisory Services Network, LLC	130.06K	Jun 30, 26	-516	0.21%
Fortis Advisors, LLC	129.81K	Jun 30, 26	-342	0.21%
Tandem Investment Partners LLC	127.47K	Jun 30, 26	+3.19K	0.20%
Kingsview Wealth Management, LLC	127.44K	Jun 30, 26	-64.05K	0.20%
Arkadios Wealth Advisors	126.46K	Jun 30, 26	+5.62K	0.20%
ARQ WEALTH ADVISORS, LLC	126.08K	Jun 30, 26	+94.44K	0.20%
EverSource Wealth Advisors, LLC	124.07K	Jun 30, 26	+17.49K	0.20%
PRINCIPAL SECURITIES, INC.	118.63K	Jun 30, 26	-14.45K	0.19%
STIFEL FINANCIAL CORP	111.67K	Jun 30, 26	-37.86K	0.18%
Summit Financial, LLC	103.32K	Jun 30, 26	+50.93K	0.16%
Pensionmark Financial Group, LLC	101.73K	Jun 30, 26	-2.25K	0.16%
Bellars Harris Wealth Management, LLC	97.29K	Jun 30, 26	+97.29K	0.16%
NewEdge Advisors, LLC	95.39K	Jun 30, 26	-2.35K	0.15%
WILEY BROS.-AINTREE CAPITAL, LLC	94.75K	Jun 30, 26	+7.65K	0.15%
Equitable Holdings, Inc.	94.14K	Jun 30, 26	+272	0.15%
PCG Wealth Advisors, LLC	94.01K	Jun 30, 26	+1.89K	0.15%
TWO SIGMA INVESTMENTS, LP	93.40K	Jun 30, 26	+93.40K	0.15%
Waverly Advisors, LLC	91.94K	Jun 30, 26	-3.34K	0.15%
JPMORGAN CHASE & CO	88.36K	Jun 30, 26	-12.96K	0.14%
HARBOUR INVESTMENTS, INC.	87.87K	Jun 30, 26	+2.17K	0.14%
KESTRA PRIVATE WEALTH SERVICES, LLC	85.70K	Jun 30, 26	-2.41K	0.14%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	81.93K	Jun 30, 26	+7.76K	0.13%
Teamwork Financial Advisors, LLC	81.33K	Jun 30, 26	-1.16K	0.13%
PARK AVENUE SECURITIES LLC	80.92K	Jun 30, 26	-452	0.13%
Atlas Private Wealth Advisors	77.10K	Jun 30, 26	+7.90K	0.12%
IHT Wealth Management, LLC	76.94K	Jun 30, 26	+14.10K	0.12%
AMERIPRISE FINANCIAL INC	76.86K	Jun 30, 26	+76.86K	0.12%
INDEPENDENT FINANCIAL GROUP, LLC	74.40K	Jun 30, 26	+1.58K	0.12%
Mason & Associates Inc	74.03K	Jun 30, 26	-14.63K	0.12%
Kovack Advisors, Inc.	73.75K	Jun 30, 26	+5.19K	0.12%
Private Advisor Group, LLC	71.72K	Jun 30, 26	+34.91K	0.11%
AssuredPartners Investment Advisors, LLC	66.83K	Jun 30, 26	+382	0.11%
First Heartland Consultants, Inc.	65.88K	Jun 30, 26	+6.90K	0.11%
Savvy Advisors, Inc.	64.91K	Jun 30, 26	+7.53K	0.10%
CRUX WEALTH ADVISORS	63.11K	Jun 30, 26	+619	0.10%
Gotham Asset Management, LLC	61.37K	Jun 30, 26	+282	0.10%
FORTEM FINANCIAL GROUP, LLC	61.27K	Jun 30, 26	-2.12K	0.10%
Commerce Advisors, LLC	59.37K	Jun 30, 26	+471	0.09%
Lighthouse Wealth Management Inc.	59.27K	Jun 30, 26	-11.33K	0.09%
THOROUGHBRED FINANCIAL SERVICES, LLC	59.21K	Jun 30, 26	+208	0.09%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	57.24K	Jun 30, 26	-215	0.09%
Empirical Asset Management, LLC	56.19K	Jun 30, 26	+4.67K	0.09%
Centurion Wealth Management LLC	52.72K	Jun 30, 26	-35.23K	0.08%
Noble Wealth Management PBC	51.86K	Jun 30, 26	-16.76K	0.08%
Belpointe Asset Management LLC	50.20K	Jun 30, 26	+13.09K	0.08%
BENJAMIN EDWARDS INC	49.94K	Jun 30, 26	+1.79K	0.08%
WBI INVESTMENTS, INC.	49.89K	Jun 30, 26	+5.28K	0.08%
XML Financial, LLC	48.10K	Jun 30, 26	+3.79K	0.08%
SMITH, MOORE & CO.	46.72K	Jun 30, 26	-4.01K	0.07%
Sanctuary Advisors, LLC	46.53K	Jun 30, 26	-27.11K	0.07%
Geneos Wealth Management Inc.	46.03K	Jun 30, 26	+4.05K	0.07%
Per Stirling Capital Management, LLC.	45.67K	Jun 30, 26	-27.29K	0.07%
ROMANO BROTHERS AND COMPANY	43.94K	Jun 30, 26	+867	0.07%
Comprehensive Financial Consultants Institutional, Inc.	42.12K	Jun 30, 26	+786	0.07%
Stratos Wealth Partners, LTD.	41.73K	Jun 30, 26	-3.87K	0.07%
Post Resch Tallon Group Inc.	41.58K	Jun 30, 26	-400	0.07%
Long Island Wealth Management, Inc.	41.19K	Jun 30, 26	--	0.07%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	40.46K	Jun 30, 26	-1.25K	0.06%
Clay Northam Wealth Management, LLC	38.84K	Jun 30, 26	-6.43K	0.06%
Rubicon Advisors, GP	38.69K	Jun 30, 26	-116.69K	0.06%
VISTA INVESTMENT PARTNERS LLC	38.68K	Jun 30, 26	+544	0.06%
TRAPHAGEN INVESTMENT ADVISORS LLC	38.26K	Jun 30, 26	-850.74K	0.06%
Modern Wealth Management, LLC	38.25K	Jun 30, 26	+38.25K	0.06%
Empire Financial Management Company, LLC	36.36K	Jun 30, 26	+273	0.06%
PRIVATE CLIENT SERVICES, LLC	36.30K	Jun 30, 26	-6.73K	0.06%
OFC FINANCIAL PLANNING, LLC	35.75K	Jun 30, 26	+836	0.06%
JBR Co Financial Management Inc	35.23K	Jun 30, 26	-4.62K	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	35.17K	Jun 30, 26	+2.91K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	35.05K	Jun 30, 26	+28.97K	0.06%
UBS Group AG	34.84K	Jun 30, 26	+6.08K	0.06%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	33.46K	Jun 30, 26	+5.07K	0.05%
DAVENPORT & Co LLC	32.46K	Jun 30, 26	+176	0.05%
Wealthcare Advisory Partners LLC	31.73K	Jun 30, 26	-1.02K	0.05%
HB Wealth Management, LLC	31.39K	Jun 30, 26	+18.29K	0.05%
Brookstone Capital Management	31.32K	Jun 30, 26	+1.68K	0.05%
COZAD ASSET MANAGEMENT INC	30.97K	Jun 30, 26	+4.86K	0.05%
Ameritas Advisory Services, LLC	30.57K	Jun 30, 26	+15.17K	0.05%
J.W. COLE ADVISORS, INC.	29.94K	Jun 30, 26	-402	0.05%
Tripletail Wealth Management, LLC	28.02K	Jun 30, 26	-1.44K	0.04%
Compass Advisory Group LLC	27.38K	Jun 30, 26	+23	0.04%
Fearless Solutions, LLC dba Best Invest	26.32K	Jun 30, 26	+1.70K	0.04%
Perissos Private Wealth Management, LLC	25.41K	Jun 30, 26	+25.41K	0.04%
AE Wealth Management LLC	25.26K	Jun 30, 26	+5.92K	0.04%
Western Wealth Management, LLC	24.62K	Jun 30, 26	-3.59K	0.04%
Sigma Planning Corp	24.39K	Jun 30, 26	-560	0.04%
NATIXIS ADVISORS, L.P.	24.24K	Jun 30, 26	+9.84K	0.04%
Prospera Financial Services Inc	23.69K	Jun 30, 26	+1.16K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	23.59K	Jun 30, 26	-2.71K	0.04%
HighPoint Advisor Group LLC	23.37K	Jun 30, 26	+109	0.04%
Sankala Group LLC	23.15K	Jun 30, 26	+8.14K	0.04%
MUIRFIELD WEALTH ADVISORS LLC	23.09K	Jun 30, 26	+570	0.04%
TCG Advisory Services, LLC	22.77K	Jun 30, 26	+1.40K	0.04%
RFG Advisory, LLC	22.49K	Jun 30, 26	-191.02K	0.04%
Capital Analysts, LLC	22.09K	Jun 30, 26	-1.79K	0.04%
BROWN ADVISORY INC	21.82K	Jun 30, 26	+196	0.03%
PFG Investments, LLC	21.61K	Jun 30, 26	-11.76K	0.03%
Ellis Investment Partners, LLC	21.10K	Jun 30, 26	+1.19K	0.03%
Ausdal Financial Partners, Inc.	20.86K	Jun 30, 26	+4.75K	0.03%
IFP Advisors, Inc	20.33K	Jun 30, 26	+2.06K	0.03%
Copia Wealth Management	19.61K	Jun 30, 26	-1.54K	0.03%
Janney Montgomery Scott LLC	19.40K	Jun 30, 26	-4.00K	0.03%
CALTON & ASSOCIATES, INC.	18.74K	Jun 30, 26	+18.74K	0.03%
XTX Topco Ltd	17.67K	Jun 30, 26	+4.58K	0.03%
CITADEL ADVISORS LLC	17.12K	Jun 30, 26	-16.80K	0.03%
StoneX Group Inc.	16.82K	Jun 30, 26	+8.42K	0.03%
Y-Intercept (Hong Kong) Ltd	16.71K	Jun 30, 26	+16.71K	0.03%
Signature Equity Partners, LLC	16.11K	Jun 30, 26	-1.68K	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.95K	Jun 30, 26	+7.96K	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	15.94K	Jun 30, 26	-4.16K	0.03%
Clarity Asset Management, Inc.	14.63K	Jun 30, 26	+69	0.02%
D.A. DAVIDSON & CO.	14.61K	Jun 30, 26	+499	0.02%
White Knight Strategic Wealth Advisors, LLC	14.30K	Jun 30, 26	+3.58K	0.02%
VISIONARY HORIZONS, LLC	14.00K	Jun 30, 26	+6.19K	0.02%
GK Wealth Management LLC	13.84K	Jun 30, 26	+13.84K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	13.02K	Jun 30, 26	+50	0.02%
Diversify Advisory Services, LLC	13.02K	Jun 30, 26	+13.02K	0.02%
Maridea Wealth Management LLC	12.58K	Jun 30, 26	+115	0.02%
OxenFree Capital LLC	12.41K	Jun 30, 26	-761	0.02%
Palumbo Wealth Management LLC	12.29K	Jun 30, 26	-1.28K	0.02%
Pasadena Private Wealth, LLC	11.96K	Jun 30, 26	-398	0.02%
Nilsine Partners, LLC	11.81K	Jun 30, 26	+1.82K	0.02%
Pinnacle Financial Partners, Inc.	11.74K	Jun 30, 26	+11.74K	0.02%
WIN ADVISORS, INC	11.34K	Jun 30, 26	-1.21K	0.02%
MONEY CONCEPTS CAPITAL CORP	11.30K	Jun 30, 26	-247	0.02%
EP Wealth Advisors, LLC	11.15K	Jun 30, 26	-982	0.02%
Cooper Financial Group	10.27K	Jun 30, 26	--	0.02%
Csenge Advisory Group	10.16K	Jun 30, 26	+10.16K	0.02%
SILVER OAK SECURITIES, INCORPORATED	9.46K	Jun 30, 26	+2.69K	0.02%
Cresset Asset Management, LLC	9.40K	Jun 30, 26	+7	0.02%
TrueWealth Advisors, LLC	9.10K	Jun 30, 26	-4.28K	0.01%
Runnymede Capital Advisors, Inc.	8.91K	Jun 30, 26	-1.32K	0.01%
CATHY PARETO & ASSOCIATES, INC	8.74K	Jun 30, 26	+929	0.01%
Total Clarity Wealth Management, Inc.	8.71K	Jun 30, 26	-2.72K	0.01%
Tower Research Capital LLC (TRC)	8.69K	Jun 30, 26	-37.46K	0.01%
High Net Worth Advisory Group LLC	8.65K	Jun 30, 26	+7	0.01%
Global Retirement Partners, LLC	8.52K	Jun 30, 26	+8.52K	0.01%
GSG Advisors LLC	8.46K	Jun 30, 26	+5	0.01%
Capasso Planning Partners LLC	8.18K	Jun 30, 26	-445	0.01%
PGIM Custom Harvest LLC	8.01K	Jun 30, 26	+8.01K	0.01%
Purus Wealth Management, LLC	7.95K	Jun 30, 26	-2.08K	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	7.79K	Jun 30, 26	+7.79K	0.01%
Revisor Wealth Management LLC	7.56K	Jun 30, 26	+152	0.01%
Sovran Advisors, LLC	7.05K	Jun 30, 26	-1.53K	0.01%
Mount Yale Investment Advisors, LLC	6.99K	Jun 30, 26	+6.99K	0.01%
Braeburn Wealth Management LLC	6.86K	Jun 30, 26	+744	0.01%
Stegent Equity Advisors, Inc.	6.82K	Jun 30, 26	--	0.01%
Bison Wealth, LLC	6.73K	Jun 30, 26	-1.25K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	6.71K	Jun 30, 26	+6.71K	0.01%
JANE STREET GROUP, LLC	6.43K	Jun 30, 26	+6.43K	0.01%
Fermata Advisors, LLC	6.20K	Jun 30, 26	+1	0.01%
FLORIDA FINANCIAL ADVISORS, LLC	6.10K	Jun 30, 26	+6.10K	0.01%
Atlas Wealth LLC	6.04K	Jun 30, 26	--	0.01%
Patriot Financial Group Insurance Agency, LLC	5.95K	Jun 30, 26	+5.95K	0.01%
Colony Group, LLC	5.93K	Jun 30, 26	+5.93K	0.01%
Perigon Wealth Management, LLC	5.90K	Jun 30, 26	+5.90K	0.01%
Farther Finance Advisors, LLC	5.83K	Jun 30, 26	+4	0.01%
Integrated Wealth Concepts LLC	5.78K	Jun 30, 26	+5.78K	0.01%
Optivise Advisory Services LLC	5.76K	Jun 30, 26	+5.76K	0.01%
SRS Capital Advisors, Inc.	5.70K	Jun 30, 26	+5.54K	0.01%
Tradewinds Capital Management, LLC	5.64K	Jun 30, 26	--	0.01%
Asset Allocation Strategies LLC	5.59K	Jun 30, 26	+5.59K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	5.44K	Jun 30, 26	+5.44K	0.01%
Alchemi Wealth, LLC	5.31K	Jun 30, 26	+5.31K	0.01%
Wealth Management Associates, Inc.	5.17K	Jun 30, 26	+5.17K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	5.14K	Jun 30, 26	-6.79K	0.01%
Trexquant Investment LP	5.14K	Jun 30, 26	-6.79K	0.01%
Moors & Cabot, Inc.	5.08K	Jun 30, 26	+5.08K	0.01%
KERR FINANCIAL PLANNING Corp	4.95K	Jun 30, 26	-250	0.01%
Triumph Capital Management	4.92K	Jun 30, 26	+885	0.01%
FIFTH THIRD BANCORP	4.75K	Jun 30, 26	+753	0.01%
PRIVATE TRUST CO NA	4.72K	Jun 30, 26	-3.01K	0.01%
Glen Eagle Advisors, LLC	4.69K	Jun 30, 26	+266	0.01%
Regatta Research & Money Management	3.93K	Jun 30, 26	+3.93K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.37K	Jun 30, 26	-4.40K	0.01%
HAZLETT, BURT & WATSON, INC.	3.21K	Jun 30, 26	+1.91K	0.01%
Innovative Asset Advisors Group, LLC	3.08K	Jun 30, 26	-200	0.00%
CoreCap Advisors, LLC	3.06K	Jun 30, 26	+396	0.00%
Capital Investment Advisory Services, LLC	2.99K	Jun 30, 26	+71	0.00%
IFG Advisory, LLC	2.70K	Jun 30, 26	+2.70K	0.00%
FMR LLC	2.65K	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	1.78K	Jun 30, 26	-341	0.00%
ASSETMARK, INC	1.69K	Jun 30, 26	-50	0.00%
FRANKLIN RESOURCES INC	1.51K	Jun 30, 26	+1.51K	0.00%
Provenance Wealth Advisors, LLC	1.40K	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	1.01K	Jun 30, 26	-518	0.00%
Front Row Advisors LLC	900	Jun 30, 26	--	0.00%
Quent Capital, LLC	725	Jun 30, 26	+725	0.00%
Keating Financial Advisory Services, Inc.	723	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	518	Jun 30, 26	+143	0.00%
AMERIFLEX GROUP, INC.	500	Jun 30, 26	+500	0.00%
Crewe Advisors LLC	451	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	408	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	372	Jun 30, 26	-18	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	300	Jun 30, 26	--	0.00%
Allworth Financial LP	201	Jun 30, 26	-1.27K	0.00%
Buck Wealth Strategies, LLC	177	Jun 30, 26	+177	0.00%
RICHARDSON FINANCIAL SERVICES INC.	152	Jun 30, 26	+95	0.00%
Continuum Advisory, LLC	144	Jun 30, 26	+144	0.00%
SWAN Capital LLC	139	Jun 30, 26	+139	0.00%
Trust Co	121	Jun 30, 26	+100	0.00%
Cornerstone Planning Group LLC	71	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	46	Jun 30, 26	+46	0.00%
BESSEMER GROUP INC	32	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	25	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	20	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	14	Jun 30, 26	--	0.00%
Mariner, LLC	--	Jun 30, 26	-187.23K	--
SEEDS INVESTOR LLC	--	Jun 30, 26	-8.77K	--
Tactive Advisors, LLC	--	Jun 30, 26	-42.78K	--
Independent Advisor Alliance	--	Jun 30, 26	-75.78K	--
AlphaCore Capital LLC	--	Jun 30, 26	-405	--
Clear Creek Financial Management, LLC	--	Jun 30, 26	-11.38K	--
MPWM ADVISORY SOLUTIONS, LLC	--	Jun 30, 26	-78	--
Summit Wealth Partners, LLC	--	Jun 30, 26	-14.81K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-33.34K	--
HRT FINANCIAL LP	--	Jun 30, 26	-6.12K	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-373	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-9.49K	--
Convergence Financial, LLC	--	Jun 30, 26	-7.99K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-50	--
Colonial River Wealth Management, LLC	--	Jun 30, 26	-29.77K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-2.38K	--
Plante Moran Financial Advisors, LLC	--	Jun 30, 26	-139	--
Prosperity Financial Group, Inc.	--	Jun 30, 26	-32.90K	--
Brookwood Investment Group LLC	--	Jun 30, 26	-6.02K	--
Trademark Financial Management, LLC	--	Jun 30, 26	-13.22K	--
FIRST HORIZON CORP	--	Jun 30, 26	-3.09K	--
MILLINGTON SECURITIES, INC.	44.62K	Mar 31, 26	+44.62K	0.07%
Smart Portfolios, LLC	12.14K	Mar 31, 26	-73	0.02%
Bey-Douglas LLC	6.36K	Mar 31, 26	-600	0.01%
U.S. Capital Wealth Advisors, LLC	6.30K	Mar 31, 26	--	0.01%
CWM, LLC	1.00K	Mar 31, 26	+1.00K	0.00%
Anfield Capital Management, LLC	486	Mar 31, 26	--	0.00%
COMERICA BANK	12.28K	Dec 31, 25	-8.06K	0.02%
Yeomans Consulting Group, Inc.	--	Dec 31, 25	-399.40K	--
Financial Advocates Investment Management	7.81K	Sep 30, 25	-52.31K	0.01%
Lion Street Advisors, LLC	--	Sep 30, 25	-30.65K	--
AVANTAX ADVISORY SERVICES, INC.	169.80K	Jun 30, 25	+32.86K	0.27%
Atria Wealth Solutions, Inc.	49.54K	Jun 30, 25	-46.69K	0.08%
Tyler-Stone Wealth Management	8.27K	Jun 30, 25	+24	0.01%
First Horizon Advisors, Inc.	1.02K	Jun 30, 25	+1.02K	0.00%
Orion Portfolio Solutions, LLC	184.14K	Mar 31, 25	+153.48K	0.29%
Lane & Associates LLC	10.65K	Mar 31, 25	+3.64K	0.02%
Raymond James Financial Services Advisors, Inc.	142.93K	Sep 30, 24	+5.40K	0.23%
RAYMOND JAMES & ASSOCIATES	116.76K	Sep 30, 24	+16.84K	0.19%
RAYMOND JAMES TRUST N.A.	7.13K	Sep 30, 24	+7.13K	0.01%
Cetera Advisors LLC	26.27K	Mar 31, 24	+6.94K	0.04%
Cetera Advisor Networks LLC	17.89K	Mar 31, 24	-1.66K	0.03%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

6.06M

Jun 30, 26

-209.53K

9.68%

LPL Financial LLC

5.21M

Jun 30, 26

+26.69K

8.32%

RAYMOND JAMES FINANCIAL INC

2.24M

Jun 30, 26

+10.51K

3.57%

JONES FINANCIAL COMPANIES LLLP

1.81M

Jun 30, 26

+66.89K

2.88%

ENVESTNET ASSET MANAGEMENT INC

1.68M

Jun 30, 26

-136.76K

2.69%

MORGAN STANLEY

1.58M

Jun 30, 26

+110.21K

2.52%

WELLS FARGO & COMPANY/MN

1.13M

Jun 30, 26

-898.49K

1.80%

Cetera Investment Advisers

1.10M

Jun 30, 26

+13.77K

1.76%

Cambridge Investment Research Advisors, Inc.

1.02M

Jun 30, 26

+4.53K

1.63%

ADVISOR GROUP HOLDINGS, INC.

892.74K

Jun 30, 26

-10.17K

1.43%

MML INVESTORS SERVICES, LLC

778.02K

Jun 30, 26

-295.34K

1.24%

Kestra Advisory Services, LLC

668.60K

Jun 30, 26

+36.83K

1.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

580.32K

Jun 30, 26

+45.03K

0.93%

ROYAL BANK OF CANADA

527.70K

Jun 30, 26

-18.27K

0.84%

TRUIST FINANCIAL CORP

508.85K

Jun 30, 26

+2.84K

0.81%

Aspire Capital Advisors LLC

504.92K

Jun 30, 26

+8.72K

0.81%

Foundations Investment Advisors, LLC

491.91K

Jun 30, 26

+23.66K

0.79%

Heck Capital Advisors, LLC

474.72K

Jun 30, 26

+843

0.76%

Clark Capital Management Group, Inc.

473.74K

Jun 30, 26

-57.46K

0.76%

HighTower Advisors, LLC

440.17K

Jun 30, 26

+9.00K

0.70%

COMMONWEALTH EQUITY SERVICES, LLC

437.65K

Jun 30, 26

-53.17K

0.70%

RVW Wealth, LLC

385.84K

Jun 30, 26

+43.85K

0.62%

Steward Partners Investment Advisory, LLC

365.84K

Jun 30, 26

+1.34K

0.58%

Plan Group Financial, LLC

325.05K

Jun 30, 26

+50.20K

0.52%

Sylvest Advisors, LLC

306.10K

Jun 30, 26

-5.58K

0.49%

HBW Advisory Services LLC

254.07K

Jun 30, 26

+4.88K

0.41%

Z3 Capital Partners, LLC

251.71K

Jun 30, 26

-3.33K

0.40%

GOLDMAN SACHS GROUP INC

237.44K

Jun 30, 26

-52.66K

0.38%

Team Financial Group, LLC

229.66K

Jun 30, 26

+3.38K

0.37%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

229.38K

Jun 30, 26

+3.99K

0.37%

Cornerstone Wealth Management, LLC

223.00K

Jun 30, 26

-13.10K

0.36%

Ethos Financial Group, LLC

209.38K

Jun 30, 26

+209.38K

0.33%

Brinker Capital Investments, LLC

207.91K

Jun 30, 26

-25.56K

0.33%

Rockefeller Capital Management L.P.

206.30K

Jun 30, 26

-115.63K

0.33%

FLAGSHIP HARBOR ADVISORS, LLC

192.83K

Jun 30, 26

+19.64K

0.31%

Laurel Wealth Planning LLC

167.02K

Jun 30, 26

-6.10K

0.27%

Marble Wealth, LLC

164.70K

Jun 30, 26

-4.14K

0.26%

Baird Financial Group, Inc.

160.85K

Jun 30, 26

+10.08K

0.26%

VERUS CAPITAL PARTNERS, LLC

152.29K

Jun 30, 26

+3.89K

0.24%

Guilbault Capital LLC

144.36K

Jun 30, 26

-5.55K

0.23%

ATLANTIC FAMILY WEALTH, LLC

140.97K

Jun 30, 26

+2.52K

0.23%

BNB Wealth Management, LLC

137.26K

Jun 30, 26

-63.11K

0.22%

Advisory Services Network, LLC

130.06K

Jun 30, 26

-516

0.21%

Fortis Advisors, LLC

129.81K

Jun 30, 26

-342

0.21%

Tandem Investment Partners LLC

127.47K

Jun 30, 26

+3.19K

0.20%

Kingsview Wealth Management, LLC

127.44K

Jun 30, 26

-64.05K

0.20%

Arkadios Wealth Advisors

126.46K

Jun 30, 26

+5.62K

0.20%

ARQ WEALTH ADVISORS, LLC

126.08K

Jun 30, 26

+94.44K

0.20%

EverSource Wealth Advisors, LLC

124.07K

Jun 30, 26

+17.49K

0.20%

PRINCIPAL SECURITIES, INC.

118.63K

Jun 30, 26

-14.45K

0.19%

STIFEL FINANCIAL CORP

111.67K

Jun 30, 26

-37.86K

0.18%

Summit Financial, LLC

103.32K

Jun 30, 26

+50.93K

0.16%

Pensionmark Financial Group, LLC

101.73K

Jun 30, 26

-2.25K

0.16%

Bellars Harris Wealth Management, LLC

97.29K

Jun 30, 26

+97.29K

0.16%

NewEdge Advisors, LLC

95.39K

Jun 30, 26

-2.35K

0.15%

WILEY BROS.-AINTREE CAPITAL, LLC

94.75K

Jun 30, 26

+7.65K

0.15%

Equitable Holdings, Inc.

94.14K

Jun 30, 26

+272

0.15%

PCG Wealth Advisors, LLC

94.01K

Jun 30, 26

+1.89K

0.15%

TWO SIGMA INVESTMENTS, LP

93.40K

Jun 30, 26

+93.40K

0.15%

Waverly Advisors, LLC

91.94K

Jun 30, 26

-3.34K

0.15%

JPMORGAN CHASE & CO

88.36K

Jun 30, 26

-12.96K

0.14%

HARBOUR INVESTMENTS, INC.

87.87K

Jun 30, 26

+2.17K

0.14%

KESTRA PRIVATE WEALTH SERVICES, LLC

85.70K

Jun 30, 26

-2.41K

0.14%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

81.93K

Jun 30, 26

+7.76K

0.13%

Teamwork Financial Advisors, LLC

81.33K

Jun 30, 26

-1.16K

0.13%

PARK AVENUE SECURITIES LLC

80.92K

Jun 30, 26

-452

0.13%

Atlas Private Wealth Advisors

77.10K

Jun 30, 26

+7.90K

0.12%

IHT Wealth Management, LLC

76.94K

Jun 30, 26

+14.10K

0.12%

AMERIPRISE FINANCIAL INC

76.86K

Jun 30, 26

+76.86K

0.12%

INDEPENDENT FINANCIAL GROUP, LLC

74.40K

Jun 30, 26

+1.58K

0.12%

Mason & Associates Inc

74.03K

Jun 30, 26

-14.63K

0.12%

Kovack Advisors, Inc.

73.75K

Jun 30, 26

+5.19K

0.12%

Private Advisor Group, LLC

71.72K

Jun 30, 26

+34.91K

0.11%

AssuredPartners Investment Advisors, LLC

66.83K

Jun 30, 26

+382

0.11%

First Heartland Consultants, Inc.

65.88K

Jun 30, 26

+6.90K

0.11%

Savvy Advisors, Inc.

64.91K

Jun 30, 26

+7.53K

0.10%

CRUX WEALTH ADVISORS

63.11K

Jun 30, 26

+619

0.10%

Gotham Asset Management, LLC

61.37K

Jun 30, 26

+282

0.10%

FORTEM FINANCIAL GROUP, LLC

61.27K

Jun 30, 26

-2.12K

0.10%

Commerce Advisors, LLC

59.37K

Jun 30, 26

+471

0.09%

Lighthouse Wealth Management Inc.

59.27K

Jun 30, 26

-11.33K

0.09%

THOROUGHBRED FINANCIAL SERVICES, LLC

59.21K

Jun 30, 26

+208

0.09%

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

57.24K

Jun 30, 26

-215

0.09%

Empirical Asset Management, LLC

56.19K

Jun 30, 26

+4.67K

0.09%

Centurion Wealth Management LLC

52.72K

Jun 30, 26

-35.23K

0.08%

Noble Wealth Management PBC

51.86K

Jun 30, 26

-16.76K

0.08%

Belpointe Asset Management LLC

50.20K

Jun 30, 26

+13.09K

0.08%

BENJAMIN EDWARDS INC

49.94K

Jun 30, 26

+1.79K

0.08%

WBI INVESTMENTS, INC.

49.89K

Jun 30, 26

+5.28K

0.08%

XML Financial, LLC

48.10K

Jun 30, 26

+3.79K

0.08%

SMITH, MOORE & CO.

46.72K

Jun 30, 26

-4.01K

0.07%

Sanctuary Advisors, LLC

46.53K

Jun 30, 26

-27.11K

0.07%

Geneos Wealth Management Inc.

46.03K

Jun 30, 26

+4.05K

0.07%

Per Stirling Capital Management, LLC.

45.67K

Jun 30, 26

-27.29K

0.07%

ROMANO BROTHERS AND COMPANY

43.94K

Jun 30, 26

+867

0.07%

Comprehensive Financial Consultants Institutional, Inc.

42.12K

Jun 30, 26

+786

0.07%

Stratos Wealth Partners, LTD.

41.73K

Jun 30, 26

-3.87K

0.07%

Post Resch Tallon Group Inc.

41.58K

Jun 30, 26

-400

0.07%

Long Island Wealth Management, Inc.

41.19K

Jun 30, 26

0.07%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

40.46K

Jun 30, 26

-1.25K

0.06%

Clay Northam Wealth Management, LLC

38.84K

Jun 30, 26

-6.43K

0.06%

Rubicon Advisors, GP

38.69K

Jun 30, 26

-116.69K

0.06%

VISTA INVESTMENT PARTNERS LLC

38.68K

Jun 30, 26

+544

0.06%

TRAPHAGEN INVESTMENT ADVISORS LLC

38.26K

Jun 30, 26

-850.74K

0.06%

Modern Wealth Management, LLC

38.25K

Jun 30, 26

+38.25K

0.06%

Empire Financial Management Company, LLC

36.36K

Jun 30, 26

+273

0.06%

PRIVATE CLIENT SERVICES, LLC

36.30K

Jun 30, 26

-6.73K

0.06%

OFC FINANCIAL PLANNING, LLC

35.75K

Jun 30, 26

+836

0.06%

JBR Co Financial Management Inc

35.23K

Jun 30, 26

-4.62K

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

35.17K

Jun 30, 26

+2.91K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

35.05K

Jun 30, 26

+28.97K

0.06%

UBS Group AG

34.84K

Jun 30, 26

+6.08K

0.06%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

33.46K

Jun 30, 26

+5.07K

0.05%

DAVENPORT & Co LLC

32.46K

Jun 30, 26

+176

0.05%

Wealthcare Advisory Partners LLC

31.73K

Jun 30, 26

-1.02K

0.05%

HB Wealth Management, LLC

31.39K

Jun 30, 26

+18.29K

0.05%

Brookstone Capital Management

31.32K

Jun 30, 26

+1.68K

0.05%

COZAD ASSET MANAGEMENT INC

30.97K

Jun 30, 26

+4.86K

0.05%

Ameritas Advisory Services, LLC

30.57K

Jun 30, 26

+15.17K

0.05%

J.W. COLE ADVISORS, INC.

29.94K

Jun 30, 26

-402

0.05%

Tripletail Wealth Management, LLC

28.02K

Jun 30, 26

-1.44K

0.04%

Compass Advisory Group LLC

27.38K

Jun 30, 26

+23

0.04%

Fearless Solutions, LLC dba Best Invest

26.32K

Jun 30, 26

+1.70K

0.04%

Perissos Private Wealth Management, LLC

25.41K

Jun 30, 26

+25.41K

0.04%

AE Wealth Management LLC

25.26K

Jun 30, 26

+5.92K

0.04%

Western Wealth Management, LLC

24.62K

Jun 30, 26

-3.59K

0.04%

Sigma Planning Corp

24.39K

Jun 30, 26

-560

0.04%

NATIXIS ADVISORS, L.P.

24.24K

Jun 30, 26

+9.84K

0.04%

Prospera Financial Services Inc

23.69K

Jun 30, 26

+1.16K

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

23.59K

Jun 30, 26

-2.71K

0.04%

HighPoint Advisor Group LLC

23.37K

Jun 30, 26

+109

0.04%

Sankala Group LLC

23.15K

Jun 30, 26

+8.14K

0.04%

MUIRFIELD WEALTH ADVISORS LLC

23.09K

Jun 30, 26

+570

0.04%

TCG Advisory Services, LLC

22.77K

Jun 30, 26

+1.40K

0.04%

RFG Advisory, LLC

22.49K

Jun 30, 26

-191.02K

0.04%

Capital Analysts, LLC

22.09K

Jun 30, 26

-1.79K

0.04%

BROWN ADVISORY INC

21.82K

Jun 30, 26

+196

0.03%

PFG Investments, LLC

21.61K

Jun 30, 26

-11.76K

0.03%

Ellis Investment Partners, LLC

21.10K

Jun 30, 26

+1.19K

0.03%

Ausdal Financial Partners, Inc.

20.86K

Jun 30, 26

+4.75K

0.03%

IFP Advisors, Inc

20.33K

Jun 30, 26

+2.06K

0.03%

Copia Wealth Management

19.61K

Jun 30, 26

-1.54K

0.03%

Janney Montgomery Scott LLC

19.40K

Jun 30, 26

-4.00K

0.03%

CALTON & ASSOCIATES, INC.

18.74K

Jun 30, 26

+18.74K

0.03%

XTX Topco Ltd

17.67K

Jun 30, 26

+4.58K

0.03%

CITADEL ADVISORS LLC

17.12K

Jun 30, 26

-16.80K

0.03%

StoneX Group Inc.

16.82K

Jun 30, 26

+8.42K

0.03%

Y-Intercept (Hong Kong) Ltd

16.71K

Jun 30, 26

+16.71K

0.03%

Signature Equity Partners, LLC

16.11K

Jun 30, 26

-1.68K

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.95K

Jun 30, 26

+7.96K

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

15.94K

Jun 30, 26

-4.16K

0.03%

Clarity Asset Management, Inc.

14.63K

Jun 30, 26

+69

0.02%

D.A. DAVIDSON & CO.

14.61K

Jun 30, 26

+499

0.02%

White Knight Strategic Wealth Advisors, LLC

14.30K

Jun 30, 26

+3.58K

0.02%

VISIONARY HORIZONS, LLC

14.00K

Jun 30, 26

+6.19K

0.02%

GK Wealth Management LLC

13.84K

Jun 30, 26

+13.84K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

13.02K

Jun 30, 26

+50

0.02%

Diversify Advisory Services, LLC

13.02K

Jun 30, 26

+13.02K

0.02%

Maridea Wealth Management LLC

12.58K

Jun 30, 26

+115

0.02%

OxenFree Capital LLC

12.41K

Jun 30, 26

-761

0.02%

Palumbo Wealth Management LLC

12.29K

Jun 30, 26

-1.28K

0.02%

Pasadena Private Wealth, LLC

11.96K

Jun 30, 26

-398

0.02%

Nilsine Partners, LLC

11.81K

Jun 30, 26

+1.82K

0.02%

Pinnacle Financial Partners, Inc.

11.74K

Jun 30, 26

+11.74K

0.02%

WIN ADVISORS, INC

11.34K

Jun 30, 26

-1.21K

0.02%

MONEY CONCEPTS CAPITAL CORP

11.30K

Jun 30, 26

-247

0.02%

EP Wealth Advisors, LLC

11.15K

Jun 30, 26

-982

0.02%

Cooper Financial Group

10.27K

Jun 30, 26

0.02%

Csenge Advisory Group

10.16K

Jun 30, 26

+10.16K

0.02%

SILVER OAK SECURITIES, INCORPORATED

9.46K

Jun 30, 26

+2.69K

0.02%

Cresset Asset Management, LLC

9.40K

Jun 30, 26

0.02%

TrueWealth Advisors, LLC

9.10K

Jun 30, 26

-4.28K

0.01%

Runnymede Capital Advisors, Inc.

8.91K

Jun 30, 26

-1.32K

0.01%

CATHY PARETO & ASSOCIATES, INC

8.74K

Jun 30, 26

+929

0.01%

Total Clarity Wealth Management, Inc.

8.71K

Jun 30, 26

-2.72K

0.01%

Tower Research Capital LLC (TRC)

8.69K

Jun 30, 26

-37.46K

0.01%

High Net Worth Advisory Group LLC

8.65K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

8.52K

Jun 30, 26

+8.52K

0.01%

GSG Advisors LLC

8.46K

Jun 30, 26

0.01%

Capasso Planning Partners LLC

8.18K

Jun 30, 26

-445

0.01%

PGIM Custom Harvest LLC

8.01K

Jun 30, 26

+8.01K

0.01%

Purus Wealth Management, LLC

7.95K

Jun 30, 26

-2.08K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

7.79K

Jun 30, 26

+7.79K

0.01%

Revisor Wealth Management LLC

7.56K

Jun 30, 26

+152

0.01%

Sovran Advisors, LLC

7.05K

Jun 30, 26

-1.53K

0.01%

Mount Yale Investment Advisors, LLC

6.99K

Jun 30, 26

+6.99K

0.01%

Braeburn Wealth Management LLC

6.86K

Jun 30, 26

+744

0.01%

Stegent Equity Advisors, Inc.

6.82K

Jun 30, 26

0.01%

Bison Wealth, LLC

6.73K

Jun 30, 26

-1.25K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

6.71K

Jun 30, 26

+6.71K

0.01%

JANE STREET GROUP, LLC

6.43K

Jun 30, 26

+6.43K

0.01%

Fermata Advisors, LLC

6.20K

Jun 30, 26

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

6.10K

Jun 30, 26

+6.10K

0.01%

Atlas Wealth LLC

6.04K

Jun 30, 26

0.01%

Patriot Financial Group Insurance Agency, LLC

5.95K

Jun 30, 26

+5.95K

0.01%

Colony Group, LLC

5.93K

Jun 30, 26

+5.93K

0.01%

Perigon Wealth Management, LLC

5.90K

Jun 30, 26

+5.90K

0.01%

Farther Finance Advisors, LLC

5.83K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

5.78K

Jun 30, 26

+5.78K

0.01%

Optivise Advisory Services LLC

5.76K

Jun 30, 26

+5.76K

0.01%

SRS Capital Advisors, Inc.

5.70K

Jun 30, 26

+5.54K

0.01%

Tradewinds Capital Management, LLC

5.64K

Jun 30, 26

0.01%

Asset Allocation Strategies LLC

5.59K

Jun 30, 26

+5.59K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

5.44K

Jun 30, 26

+5.44K

0.01%

Alchemi Wealth, LLC

5.31K

Jun 30, 26

+5.31K

0.01%

Wealth Management Associates, Inc.

5.17K

Jun 30, 26

+5.17K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

5.14K

Jun 30, 26

-6.79K

0.01%

Trexquant Investment LP

5.14K

Jun 30, 26

-6.79K

0.01%

Moors & Cabot, Inc.

5.08K

Jun 30, 26

+5.08K

0.01%

KERR FINANCIAL PLANNING Corp

4.95K

Jun 30, 26

-250

0.01%

Triumph Capital Management

4.92K

Jun 30, 26

+885

0.01%

FIFTH THIRD BANCORP

4.75K

Jun 30, 26

+753

0.01%

PRIVATE TRUST CO NA

4.72K

Jun 30, 26

-3.01K

0.01%

Glen Eagle Advisors, LLC

4.69K

Jun 30, 26

+266

0.01%

Regatta Research & Money Management

3.93K

Jun 30, 26

+3.93K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.37K

Jun 30, 26

-4.40K

0.01%

HAZLETT, BURT & WATSON, INC.

3.21K

Jun 30, 26

+1.91K

0.01%

Innovative Asset Advisors Group, LLC

3.08K

Jun 30, 26

-200

0.00%

CoreCap Advisors, LLC

3.06K

Jun 30, 26

+396

0.00%

Capital Investment Advisory Services, LLC

2.99K

Jun 30, 26

+71

0.00%

IFG Advisory, LLC

2.70K

Jun 30, 26

+2.70K

0.00%

FMR LLC

2.65K

Jun 30, 26

0.00%

Colonial Trust Co / SC

1.78K

Jun 30, 26

-341

0.00%

ASSETMARK, INC

1.69K

Jun 30, 26

-50

0.00%

FRANKLIN RESOURCES INC

1.51K

Jun 30, 26

+1.51K

0.00%

Provenance Wealth Advisors, LLC

1.40K

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

1.01K

Jun 30, 26

-518

0.00%

Front Row Advisors LLC

900

Jun 30, 26

0.00%

Quent Capital, LLC

725

Jun 30, 26

+725

0.00%

Keating Financial Advisory Services, Inc.

723

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

518

Jun 30, 26

+143

0.00%

AMERIFLEX GROUP, INC.

500

Jun 30, 26

+500

0.00%

Crewe Advisors LLC

451

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

408

Jun 30, 26

0.00%

WealthShield Partners, LLC

372

Jun 30, 26

-18

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

300

Jun 30, 26

0.00%

Allworth Financial LP

201

Jun 30, 26

-1.27K

0.00%

Buck Wealth Strategies, LLC

177

Jun 30, 26

+177

0.00%

RICHARDSON FINANCIAL SERVICES INC.

152

Jun 30, 26

+95

0.00%

Continuum Advisory, LLC

144

Jun 30, 26

+144

0.00%

SWAN Capital LLC

139

Jun 30, 26

+139

0.00%

Trust Co

121

Jun 30, 26

+100

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

+46

0.00%

BESSEMER GROUP INC

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Mariner, LLC

Jun 30, 26

-187.23K

SEEDS INVESTOR LLC

Jun 30, 26

-8.77K

Tactive Advisors, LLC

Jun 30, 26

-42.78K

Independent Advisor Alliance

Jun 30, 26

-75.78K

AlphaCore Capital LLC

Jun 30, 26

-405

Clear Creek Financial Management, LLC

Jun 30, 26

-11.38K

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

-78

Summit Wealth Partners, LLC

Jun 30, 26

-14.81K

Gateway Wealth Partners, LLC

Jun 30, 26

-33.34K

HRT FINANCIAL LP

Jun 30, 26

-6.12K

GHP Investment Advisors, Inc.

Jun 30, 26

-373

FLOW TRADERS U.S. LLC

Jun 30, 26

-9.49K

Convergence Financial, LLC

Jun 30, 26

-7.99K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-50

Colonial River Wealth Management, LLC

Jun 30, 26

-29.77K

Sound Income Strategies, LLC

Jun 30, 26

-2.38K

Plante Moran Financial Advisors, LLC

Jun 30, 26

-139

Prosperity Financial Group, Inc.

Jun 30, 26

-32.90K

Brookwood Investment Group LLC

Jun 30, 26

-6.02K

Trademark Financial Management, LLC

Jun 30, 26

-13.22K

FIRST HORIZON CORP

Jun 30, 26

-3.09K

MILLINGTON SECURITIES, INC.

44.62K

Mar 31, 26

+44.62K

0.07%

Smart Portfolios, LLC

12.14K

Mar 31, 26

-73

0.02%

Bey-Douglas LLC

6.36K

Mar 31, 26

-600

0.01%

U.S. Capital Wealth Advisors, LLC

6.30K

Mar 31, 26

0.01%

CWM, LLC

1.00K

Mar 31, 26

+1.00K

0.00%

Anfield Capital Management, LLC

486

Mar 31, 26

0.00%

COMERICA BANK

12.28K

Dec 31, 25

-8.06K

0.02%

Yeomans Consulting Group, Inc.

Dec 31, 25

-399.40K

Financial Advocates Investment Management

7.81K

Sep 30, 25

-52.31K

0.01%

Lion Street Advisors, LLC

Sep 30, 25

-30.65K

AVANTAX ADVISORY SERVICES, INC.

169.80K

Jun 30, 25

+32.86K

0.27%

Atria Wealth Solutions, Inc.

49.54K

Jun 30, 25

-46.69K

0.08%

Tyler-Stone Wealth Management

8.27K

Jun 30, 25

+24

0.01%

First Horizon Advisors, Inc.

1.02K

Jun 30, 25

+1.02K

0.00%

Orion Portfolio Solutions, LLC

184.14K

Mar 31, 25

+153.48K

0.29%

Lane & Associates LLC

10.65K

Mar 31, 25

+3.64K

0.02%

Raymond James Financial Services Advisors, Inc.

142.93K

Sep 30, 24

+5.40K

0.23%

RAYMOND JAMES & ASSOCIATES

116.76K

Sep 30, 24

+16.84K

0.19%

RAYMOND JAMES TRUST N.A.

7.13K

Sep 30, 24

+7.13K

0.01%

Cetera Advisors LLC

26.27K

Mar 31, 24

+6.94K

0.04%

Cetera Advisor Networks LLC

17.89K

Mar 31, 24

-1.66K

0.03%