ProShares - Large Cap Core Plus(CSM)

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ProShares - Large Cap Core Plus(CSM)

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$84.92—

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CSM(CSM)

CSM

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

Institutional Ownership

Top 152 Institutional Holders

Holder	Shares	Date	Change	% Held
B. Riley Wealth Advisors, Inc.	162.84K	Jun 30, 26	-1.69K	2.74%
Onyx Bridge Wealth Group LLC	114.93K	Jun 30, 26	-133	1.94%
Legacy Private Trust Co.	51.53K	Jun 30, 26	-2.34K	0.87%
MANCHESTER FINANCIAL INC	34.82K	Jun 30, 26	+3.33K	0.59%
Duncan Williams Asset Management, LLC	29.28K	Jun 30, 26	+10	0.49%
HCR Wealth Advisors	25.71K	Jun 30, 26	--	0.43%
Merit Financial Group, LLC	19.74K	Jun 30, 26	+2.48K	0.33%
LEAVELL INVESTMENT MANAGEMENT, INC.	19.38K	Jun 30, 26	-332	0.33%
Elmwood Wealth Management, Inc.	13.88K	Jun 30, 26	--	0.23%
EVERGREEN CAPITAL MANAGEMENT LLC	13.55K	Jun 30, 26	--	0.23%
SeaCrest Wealth Management, LLC	10.19K	Jun 30, 26	-475	0.17%
Prospera Financial Services Inc	9.34K	Jun 30, 26	-66	0.16%
J.W. COLE ADVISORS, INC.	6.36K	Jun 30, 26	+5	0.11%
Commonwealth Financial Services, LLC	5.33K	Jun 30, 26	--	0.09%
Intrua Financial, LLC	4.16K	Jun 30, 26	-330	0.07%
Wealthcare Advisory Partners LLC	4.03K	Jun 30, 26	-14	0.07%
JBR Co Financial Management Inc	2.72K	Jun 30, 26	-60	0.05%
Focus Financial Network, Inc.	2.64K	Jun 30, 26	+2.64K	0.04%
RDA Financial Network	2.55K	Jun 30, 26	+2.55K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.46K	Jun 30, 26	+2.46K	0.04%
HHM Wealth Advisors, LLC	1.64K	Jun 30, 26	--	0.03%
JNBA Financial Advisors	1.01K	Jun 30, 26	-5	0.02%
First Pacific Financial	449	Jun 30, 26	-11	0.01%
West Branch Capital LLC	207	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	180	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	4	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	--	Jun 30, 26	-80	--
Abound Wealth Management	--	Jun 30, 26	-597	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-2.09K	--
MORGAN STANLEY	824.70K	Mar 31, 26	+24.97K	13.90%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	380.92K	Mar 31, 26	+518	6.42%
LPL Financial LLC	292.10K	Mar 31, 26	-1.02K	4.92%
Waterfront Wealth Inc.	134.28K	Mar 31, 26	+25.17K	2.26%
STIFEL FINANCIAL CORP	102.15K	Mar 31, 26	-19.41K	1.72%
ENVESTNET ASSET MANAGEMENT INC	99.70K	Mar 31, 26	+775	1.68%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	86.64K	Mar 31, 26	-306	1.46%
WELLS FARGO & COMPANY/MN	70.25K	Mar 31, 26	+4.83K	1.18%
BANK OF AMERICA CORP /DE/	65.37K	Mar 31, 26	-4.37K	1.10%
Bank of New York Mellon Corp	62.40K	Mar 31, 26	-14.41K	1.05%
Mutual Advisors, LLC	52.34K	Mar 31, 26	--	0.88%
HighPoint Advisor Group LLC	49.01K	Mar 31, 26	-63	0.83%
RAYMOND JAMES FINANCIAL INC	48.41K	Mar 31, 26	+1.01K	0.82%
GILL CAPITAL PARTNERS, LLC	45.06K	Mar 31, 26	-2.61K	0.76%
MERCER GLOBAL ADVISORS INC /ADV	41.41K	Mar 31, 26	--	0.70%
ADVISOR GROUP HOLDINGS, INC.	36.54K	Mar 31, 26	-11.88K	0.62%
Kestra Advisory Services, LLC	35.55K	Mar 31, 26	-20	0.60%
Baird Financial Group, Inc.	34.06K	Mar 31, 26	-137	0.57%
Cetera Investment Advisers	33.26K	Mar 31, 26	+431	0.56%
Cerity Partners LLC	29.74K	Mar 31, 26	-231	0.50%
Patten Group, Inc.	22.95K	Mar 31, 26	-1.11K	0.39%
CreativeOne Wealth, LLC	19.37K	Mar 31, 26	+4.36K	0.33%
Cambridge Investment Research Advisors, Inc.	19.33K	Mar 31, 26	-1.69K	0.33%
ROYAL BANK OF CANADA	15.16K	Mar 31, 26	+2.55K	0.26%
THOROUGHBRED FINANCIAL SERVICES, LLC	13.74K	Mar 31, 26	-309	0.23%
EVERGREEN CAPITAL MANAGEMENT LLC	13.55K	Mar 31, 26	--	0.23%
WEDBUSH SECURITIES INC	12.79K	Mar 31, 26	+223	0.22%
Rockefeller Capital Management L.P.	12.59K	Mar 31, 26	-37	0.21%
Navis Wealth Advisors, LLC	10.34K	Mar 31, 26	+240	0.17%
Prosperity Financial Group, Inc.	9.88K	Mar 31, 26	+20	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	9.33K	Mar 31, 26	+6.24K	0.16%
QTR Family Wealth, LLC	9.02K	Mar 31, 26	-18	0.15%
MAI Capital Management	8.67K	Mar 31, 26	--	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	8.07K	Mar 31, 26	-3.85K	0.14%
Steward Partners Investment Advisory, LLC	8.07K	Mar 31, 26	-320	0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.69K	Mar 31, 26	+7	0.13%
FMR LLC	7.41K	Mar 31, 26	-92	0.12%
OPPENHEIMER & CO INC	7.32K	Mar 31, 26	-99	0.12%
TWO SIGMA INVESTMENTS, LP	7.10K	Mar 31, 26	-6.10K	0.12%
Empower Advisory Group, LLC	7.03K	Mar 31, 26	--	0.12%
Bienville Capital Management, LLC	6.60K	Mar 31, 26	--	0.11%
WealthPLAN Partners, LLC	6.14K	Mar 31, 26	+2	0.10%
Soundwatch Capital LLC	5.80K	Mar 31, 26	--	0.10%
PNC FINANCIAL SERVICES GROUP, INC.	5.61K	Mar 31, 26	--	0.09%
MML INVESTORS SERVICES, LLC	5.43K	Mar 31, 26	+11	0.09%
Perennial Investment Advisors, LLC	5.00K	Mar 31, 26	--	0.08%
Kelman-Lazarov, Inc.	4.80K	Mar 31, 26	--	0.08%
Clearstead Advisors, LLC	4.75K	Mar 31, 26	--	0.08%
Intrua Financial, LLC	4.49K	Mar 31, 26	-3.53K	0.08%
Financial Engines Advisors L.L.C.	4.40K	Mar 31, 26	--	0.07%
STEPHENS INC /AR/	4.22K	Mar 31, 26	-78	0.07%
EVERMAY WEALTH MANAGEMENT LLC	4.14K	Mar 31, 26	-202	0.07%
NewEdge Advisors, LLC	4.13K	Mar 31, 26	+12	0.07%
KINGSWOOD WEALTH ADVISORS, LLC	4.12K	Mar 31, 26	-94	0.07%
Mariner, LLC	4.00K	Mar 31, 26	--	0.07%
Cresset Asset Management, LLC	3.98K	Mar 31, 26	+12	0.07%
PACIFIC SUN FINANCIAL CORP	3.59K	Mar 31, 26	+50	0.06%
JPMORGAN CHASE & CO	3.49K	Mar 31, 26	+3.12K	0.06%
Werba Rubin Papier Wealth Management	3.46K	Mar 31, 26	--	0.06%
Equitable Holdings, Inc.	3.38K	Mar 31, 26	--	0.06%
GREAT VALLEY ADVISOR GROUP, INC.	3.36K	Mar 31, 26	-294	0.06%
CALDWELL SUTTER CAPITAL, INC.	3.33K	Mar 31, 26	--	0.06%
WEALTH EFFECTS LLC	3.20K	Mar 31, 26	--	0.05%
Palisades Hudson Asset Management, L.P.	2.88K	Mar 31, 26	+2.88K	0.05%
Advisory Services Network, LLC	2.88K	Mar 31, 26	-236	0.05%
FIFTH THIRD BANCORP	2.85K	Mar 31, 26	+2.54K	0.05%
JANE STREET GROUP, LLC	2.78K	Mar 31, 26	+2.78K	0.05%
PRIVATE TRUST CO NA	2.57K	Mar 31, 26	+89	0.04%
BANK OF MONTREAL /CAN/	2.14K	Mar 31, 26	--	0.04%
Sage Mountain Advisors LLC	1.10K	Mar 31, 26	+1.10K	0.02%
JNBA Financial Advisors	1.02K	Mar 31, 26	-34	0.02%
UBS Group AG	897	Mar 31, 26	+897	0.02%
US BANCORP \DE\	709	Mar 31, 26	+709	0.01%
Silicon Valley Capital Partners	641	Mar 31, 26	+2	0.01%
WPG Advisers, LLC	352	Mar 31, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	194	Mar 31, 26	--	0.00%
Allworth Financial LP	76	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	34	Mar 31, 26	--	0.00%
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-2.90K	--
Sequent Planning LLC	--	Mar 31, 26	-2.66K	--
HRT FINANCIAL LP	--	Mar 31, 26	-5.94K	--
LeClair Wealth Partners LLC	--	Mar 31, 26	-3.43K	--
Stratos Wealth Partners, LTD.	--	Mar 31, 26	-3.05K	--
COMERICA BANK	2.85K	Dec 31, 25	-1.43K	0.05%
Global Retirement Partners, LLC	190	Dec 31, 25	--	0.00%
ORG Partners LLC	--	Dec 31, 25	-181	--
Apexium Financial, LP	91.12K	Sep 30, 25	-3.94K	1.54%
Willow Creek Wealth Management Inc.	7.39K	Sep 30, 25	+7.39K	0.12%
Capital Market Strategies LLC	17.27K	Jun 30, 25	-3.29K	0.29%
Bison Wealth, LLC	10.47K	Dec 31, 24	-300	0.18%
Raymond James Financial Services Advisors, Inc.	28.27K	Sep 30, 24	-178	0.48%
RAYMOND JAMES & ASSOCIATES	22.16K	Sep 30, 24	+2.76K	0.37%
Regis Acquisition Inc.	19.56K	Jun 30, 24	--	0.33%
Cetera Advisors LLC	7.14K	Mar 31, 24	+7.14K	0.12%
Cetera Advisor Networks LLC	6.91K	Mar 31, 24	-1.31K	0.12%
SOUNDMARK WEALTH MANAGEMENT, LLC	4.40K	Mar 31, 24	--	0.07%
FOCUS FINANCIAL NETWORK INC /ADV	4.14K	Dec 31, 23	+4.14K	0.07%
AJ WEALTH STRATEGIES, LLC	30.38K	Jun 30, 23	--	0.51%
Endurance Wealth Management, Inc.	1.46K	Jun 30, 23	--	0.02%
Sargent Bickham Lagudis LLC	346	Dec 31, 22	--	0.01%
American Portfolios Advisors	17.11K	Sep 30, 22	+17.11K	0.29%
B. Riley Wealth Management, Inc.	334.75K	Jun 30, 22	+46.48K	5.64%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	2.81K	Sep 30, 21	-142	0.05%
First Allied Advisory Services, Inc.	3.88K	Sep 30, 20	+48	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	23.45K	Dec 31, 19	+514	0.40%
Advisor Group, Inc.	9.69K	Dec 31, 19	+41	0.16%
American Financial Network Advisory Services LLC	3.60K	Sep 30, 19	-3.74K	0.06%
Cypress Wealth Advisors LLC	11.43K	Mar 31, 19	-770	0.19%
NEXT Financial Holdings	114	Mar 31, 19	+114	0.00%
COMERICA SECURITIES INC	118.20K	Dec 31, 18	+42.36K	1.99%
Commonwealth Equity Services, Inc	11.94K	Jun 30, 17	+7.53K	0.20%
MSI Financial Services Inc	47.33K	Dec 31, 16	-5.03K	0.80%
Aston Asset Management, LLC	119.14K	Jun 30, 16	-23.50K	2.01%
Carnick & Kubik, LLC	630	Mar 31, 16	+630	0.01%
Gupta Wealth Management LLC	154	Mar 31, 16	--	0.00%
Pinnacle Summer Investments, Inc.	261	Dec 31, 15	+205	0.00%
MANAGED ACCOUNT ADVISORS LLC	10.54K	Jun 30, 15	-2.08K	0.18%
NEW ENGLAND SECURITIES CORP /MA/	5.26K	Dec 31, 14	+1.50K	0.09%
Gary Goldberg Planning Services Inc	--	Dec 31, 14	-100	--
UBS AG	122.22K	Sep 30, 14	-4.45K	2.06%
Jane Street Holding, LLC	7.53K	Dec 31, 13	-36.80K	0.13%
KNIGHT CAPITAL GROUP LLC	3.69K	Jun 30, 13	+3.69K	0.06%
First Allied Securities, Inc.	6.84K	Jun 30, 12	+1.89K	0.12%

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Holder

Date

Change

% Held

B. Riley Wealth Advisors, Inc.

162.84K

Jun 30, 26

-1.69K

2.74%

Onyx Bridge Wealth Group LLC

114.93K

Jun 30, 26

-133

1.94%

Legacy Private Trust Co.

51.53K

Jun 30, 26

-2.34K

0.87%

MANCHESTER FINANCIAL INC

34.82K

Jun 30, 26

+3.33K

0.59%

Duncan Williams Asset Management, LLC

29.28K

Jun 30, 26

+10

0.49%

HCR Wealth Advisors

25.71K

Jun 30, 26

0.43%

Merit Financial Group, LLC

19.74K

Jun 30, 26

+2.48K

0.33%

LEAVELL INVESTMENT MANAGEMENT, INC.

19.38K

Jun 30, 26

-332

0.33%

Elmwood Wealth Management, Inc.

13.88K

Jun 30, 26

0.23%

EVERGREEN CAPITAL MANAGEMENT LLC

13.55K

Jun 30, 26

0.23%

SeaCrest Wealth Management, LLC

10.19K

Jun 30, 26

-475

0.17%

Prospera Financial Services Inc

9.34K

Jun 30, 26

-66

0.16%

J.W. COLE ADVISORS, INC.

6.36K

Jun 30, 26

0.11%

Commonwealth Financial Services, LLC

5.33K

Jun 30, 26

0.09%

Intrua Financial, LLC

4.16K

Jun 30, 26

-330

0.07%

Wealthcare Advisory Partners LLC

4.03K

Jun 30, 26

-14

0.07%

JBR Co Financial Management Inc

2.72K

Jun 30, 26

-60

0.05%

Focus Financial Network, Inc.

2.64K

Jun 30, 26

+2.64K

0.04%

RDA Financial Network

2.55K

Jun 30, 26

+2.55K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.46K

Jun 30, 26

+2.46K

0.04%

HHM Wealth Advisors, LLC

1.64K

Jun 30, 26

0.03%

JNBA Financial Advisors

1.01K

Jun 30, 26

-5

0.02%

First Pacific Financial

449

Jun 30, 26

-11

0.01%

West Branch Capital LLC

207

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

180

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

-80

Abound Wealth Management

Jun 30, 26

-597

Global Wealth Strategies & Associates

Jun 30, 26

-2.09K

MORGAN STANLEY

824.70K

Mar 31, 26

+24.97K

13.90%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

380.92K

Mar 31, 26

+518

6.42%

LPL Financial LLC

292.10K

Mar 31, 26

-1.02K

4.92%

Waterfront Wealth Inc.

134.28K

Mar 31, 26

+25.17K

2.26%

STIFEL FINANCIAL CORP

102.15K

Mar 31, 26

-19.41K

1.72%

ENVESTNET ASSET MANAGEMENT INC

99.70K

Mar 31, 26

+775

1.68%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

86.64K

Mar 31, 26

-306

1.46%

WELLS FARGO & COMPANY/MN

70.25K

Mar 31, 26

+4.83K

1.18%

BANK OF AMERICA CORP /DE/

65.37K

Mar 31, 26

-4.37K

1.10%

Bank of New York Mellon Corp

62.40K

Mar 31, 26

-14.41K

1.05%

Mutual Advisors, LLC

52.34K

Mar 31, 26

0.88%

HighPoint Advisor Group LLC

49.01K

Mar 31, 26

-63

0.83%

RAYMOND JAMES FINANCIAL INC

48.41K

Mar 31, 26

+1.01K

0.82%

GILL CAPITAL PARTNERS, LLC

45.06K

Mar 31, 26

-2.61K

0.76%

MERCER GLOBAL ADVISORS INC /ADV

41.41K

Mar 31, 26

0.70%

ADVISOR GROUP HOLDINGS, INC.

36.54K

Mar 31, 26

-11.88K

0.62%

Kestra Advisory Services, LLC

35.55K

Mar 31, 26

-20

0.60%

Baird Financial Group, Inc.

34.06K

Mar 31, 26

-137

0.57%

Cetera Investment Advisers

33.26K

Mar 31, 26

+431

0.56%

Cerity Partners LLC

29.74K

Mar 31, 26

-231

0.50%

Patten Group, Inc.

22.95K

Mar 31, 26

-1.11K

0.39%

CreativeOne Wealth, LLC

19.37K

Mar 31, 26

+4.36K

0.33%

Cambridge Investment Research Advisors, Inc.

19.33K

Mar 31, 26

-1.69K

0.33%

ROYAL BANK OF CANADA

15.16K

Mar 31, 26

+2.55K

0.26%

THOROUGHBRED FINANCIAL SERVICES, LLC

13.74K

Mar 31, 26

-309

0.23%

EVERGREEN CAPITAL MANAGEMENT LLC

13.55K

Mar 31, 26

0.23%

WEDBUSH SECURITIES INC

12.79K

Mar 31, 26

+223

0.22%

Rockefeller Capital Management L.P.

12.59K

Mar 31, 26

-37

0.21%

Navis Wealth Advisors, LLC

10.34K

Mar 31, 26

+240

0.17%

Prosperity Financial Group, Inc.

9.88K

Mar 31, 26

+20

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

9.33K

Mar 31, 26

+6.24K

0.16%

QTR Family Wealth, LLC

9.02K

Mar 31, 26

-18

0.15%

MAI Capital Management

8.67K

Mar 31, 26

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

8.07K

Mar 31, 26

-3.85K

0.14%

Steward Partners Investment Advisory, LLC

8.07K

Mar 31, 26

-320

0.14%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.69K

Mar 31, 26

0.13%

FMR LLC

7.41K

Mar 31, 26

-92

0.12%

OPPENHEIMER & CO INC

7.32K

Mar 31, 26

-99

0.12%

TWO SIGMA INVESTMENTS, LP

7.10K

Mar 31, 26

-6.10K

0.12%

Empower Advisory Group, LLC

7.03K

Mar 31, 26

0.12%

Bienville Capital Management, LLC

6.60K

Mar 31, 26

0.11%

WealthPLAN Partners, LLC

6.14K

Mar 31, 26

0.10%

Soundwatch Capital LLC

5.80K

Mar 31, 26

0.10%

PNC FINANCIAL SERVICES GROUP, INC.

5.61K

Mar 31, 26

0.09%

MML INVESTORS SERVICES, LLC

5.43K

Mar 31, 26

+11

0.09%

Perennial Investment Advisors, LLC

5.00K

Mar 31, 26

0.08%

Kelman-Lazarov, Inc.

4.80K

Mar 31, 26

0.08%

Clearstead Advisors, LLC

4.75K

Mar 31, 26

0.08%

Intrua Financial, LLC

4.49K

Mar 31, 26

-3.53K

0.08%

Financial Engines Advisors L.L.C.

4.40K

Mar 31, 26

0.07%

STEPHENS INC /AR/

4.22K

Mar 31, 26

-78

0.07%

EVERMAY WEALTH MANAGEMENT LLC

4.14K

Mar 31, 26

-202

0.07%

NewEdge Advisors, LLC

4.13K

Mar 31, 26

+12

0.07%

KINGSWOOD WEALTH ADVISORS, LLC

4.12K

Mar 31, 26

-94

0.07%

Mariner, LLC

4.00K

Mar 31, 26

0.07%

Cresset Asset Management, LLC

3.98K

Mar 31, 26

+12

0.07%

PACIFIC SUN FINANCIAL CORP

3.59K

Mar 31, 26

+50

0.06%

JPMORGAN CHASE & CO

3.49K

Mar 31, 26

+3.12K

0.06%

Werba Rubin Papier Wealth Management

3.46K

Mar 31, 26

0.06%

Equitable Holdings, Inc.

3.38K

Mar 31, 26

0.06%

GREAT VALLEY ADVISOR GROUP, INC.

3.36K

Mar 31, 26

-294

0.06%

CALDWELL SUTTER CAPITAL, INC.

3.33K

Mar 31, 26

0.06%

WEALTH EFFECTS LLC

3.20K

Mar 31, 26

0.05%

Palisades Hudson Asset Management, L.P.

2.88K

Mar 31, 26

+2.88K

0.05%

Advisory Services Network, LLC

2.88K

Mar 31, 26

-236

0.05%

FIFTH THIRD BANCORP

2.85K

Mar 31, 26

+2.54K

0.05%

JANE STREET GROUP, LLC

2.78K

Mar 31, 26

+2.78K

0.05%

PRIVATE TRUST CO NA

2.57K

Mar 31, 26

+89

0.04%

BANK OF MONTREAL /CAN/

2.14K

Mar 31, 26

0.04%

Sage Mountain Advisors LLC

1.10K

Mar 31, 26

+1.10K

0.02%

JNBA Financial Advisors

1.02K

Mar 31, 26

-34

0.02%

UBS Group AG

897

Mar 31, 26

+897

0.02%

US BANCORP \DE\

709

Mar 31, 26

+709

0.01%

Silicon Valley Capital Partners

641

Mar 31, 26

0.01%

WPG Advisers, LLC

352

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

194

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

0.00%

FIRST TRUST ADVISORS LP

Mar 31, 26

-2.90K

Sequent Planning LLC

Mar 31, 26

-2.66K

HRT FINANCIAL LP

Mar 31, 26

-5.94K

LeClair Wealth Partners LLC

Mar 31, 26

-3.43K

Stratos Wealth Partners, LTD.

Mar 31, 26

-3.05K

COMERICA BANK

2.85K

Dec 31, 25

-1.43K

0.05%

Global Retirement Partners, LLC

190

Dec 31, 25

0.00%

ORG Partners LLC

Dec 31, 25

-181

Apexium Financial, LP

91.12K

Sep 30, 25

-3.94K

1.54%

Willow Creek Wealth Management Inc.

7.39K

Sep 30, 25

+7.39K

0.12%

Capital Market Strategies LLC

17.27K

Jun 30, 25

-3.29K

0.29%

Bison Wealth, LLC

10.47K

Dec 31, 24

-300

0.18%

Raymond James Financial Services Advisors, Inc.

28.27K

Sep 30, 24

-178

0.48%

RAYMOND JAMES & ASSOCIATES

22.16K

Sep 30, 24

+2.76K

0.37%

Regis Acquisition Inc.

19.56K

Jun 30, 24

0.33%

Cetera Advisors LLC

7.14K

Mar 31, 24

+7.14K

0.12%

Cetera Advisor Networks LLC

6.91K

Mar 31, 24

-1.31K

0.12%

SOUNDMARK WEALTH MANAGEMENT, LLC

4.40K

Mar 31, 24

0.07%

FOCUS FINANCIAL NETWORK INC /ADV

4.14K

Dec 31, 23

+4.14K

0.07%

AJ WEALTH STRATEGIES, LLC

30.38K

Jun 30, 23

0.51%

Endurance Wealth Management, Inc.

1.46K

Jun 30, 23

0.02%

Sargent Bickham Lagudis LLC

346

Dec 31, 22

0.01%

American Portfolios Advisors

17.11K

Sep 30, 22

+17.11K

0.29%

B. Riley Wealth Management, Inc.

334.75K

Jun 30, 22

+46.48K

5.64%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

2.81K

Sep 30, 21

-142

0.05%

First Allied Advisory Services, Inc.

3.88K

Sep 30, 20

+48

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

23.45K

Dec 31, 19

+514

0.40%

Advisor Group, Inc.

9.69K

Dec 31, 19

+41

0.16%

American Financial Network Advisory Services LLC

3.60K

Sep 30, 19

-3.74K

0.06%

Cypress Wealth Advisors LLC

11.43K

Mar 31, 19

-770

0.19%

NEXT Financial Holdings

114

Mar 31, 19

+114

0.00%

COMERICA SECURITIES INC

118.20K

Dec 31, 18

+42.36K

1.99%

Commonwealth Equity Services, Inc

11.94K

Jun 30, 17

+7.53K

0.20%

MSI Financial Services Inc

47.33K

Dec 31, 16

-5.03K

0.80%

Aston Asset Management, LLC

119.14K

Jun 30, 16

-23.50K

2.01%

Carnick & Kubik, LLC

630

Mar 31, 16

+630

0.01%

Gupta Wealth Management LLC

154

Mar 31, 16

0.00%

Pinnacle Summer Investments, Inc.

261

Dec 31, 15

+205

0.00%

MANAGED ACCOUNT ADVISORS LLC

10.54K

Jun 30, 15

-2.08K

0.18%

NEW ENGLAND SECURITIES CORP /MA/

5.26K

Dec 31, 14

+1.50K

0.09%

Gary Goldberg Planning Services Inc

Dec 31, 14

-100

UBS AG

122.22K

Sep 30, 14

-4.45K

2.06%

Jane Street Holding, LLC

7.53K

Dec 31, 13

-36.80K

0.13%

KNIGHT CAPITAL GROUP LLC

3.69K

Jun 30, 13

+3.69K

0.06%

First Allied Securities, Inc.

6.84K

Jun 30, 12

+1.89K

0.12%