Simplify Managed Futures Strategy ETF(CTA)

$29.67—Stale · unknown old

WatchlistAsk SA Chart

Simplify Managed Futures Strategy ETF(CTA)

NYSE • Last print unknown ago

$29.67—Stale · unknown old

WatchlistAsk SA Chart Studio

CTA(CTA)

CTA

Institutional Ownership

Top 302 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	5.17M	Jun 30, 26	+703.29K	9.39%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.10M	Jun 30, 26	+993.48K	5.63%
CITIGROUP INC	2.12M	Jun 30, 26	+775.00K	3.85%
Boothe Investment Group, Inc.	1.74M	Jun 30, 26	+3.03K	3.16%
LPL Financial LLC	1.48M	Jun 30, 26	+421.79K	2.68%
ENVESTNET ASSET MANAGEMENT INC	1.16M	Jun 30, 26	-114.27K	2.11%
AE Wealth Management LLC	1.00M	Jun 30, 26	+62.36K	1.82%
Independence Wealth Advisors, LLC	973.76K	Jun 30, 26	+22.29K	1.77%
IAG Wealth Partners, LLC	821.04K	Jun 30, 26	+26.18K	1.49%
UBS Group AG	804.76K	Jun 30, 26	-5.01K	1.46%
Allie Family Office LLC	671.80K	Jun 30, 26	+665.08K	1.22%
ASSETMARK, INC	620.81K	Jun 30, 26	+94.69K	1.13%
Deane Retirement Strategies, Inc.	597.72K	Jun 30, 26	+198.38K	1.09%
HighTower Advisors, LLC	538.44K	Jun 30, 26	-145.14K	0.98%
ABBINGTON INVESTMENT GROUP	537.31K	Jun 30, 26	+24.65K	0.98%
Beacon Capital Management, Inc.	528.54K	Jun 30, 26	+179.52K	0.96%
Pasadena Private Wealth, LLC	512.69K	Jun 30, 26	-10.98K	0.93%
Altiora Financial Group, LLC	503.39K	Jun 30, 26	-127.00K	0.91%
Fielder Capital Group LLC	486.64K	Jun 30, 26	+18.51K	0.88%
Atomi Financial Group, Inc.	463.21K	Jun 30, 26	+91.58K	0.84%
TRUIST FINANCIAL CORP	455.69K	Jun 30, 26	+73.73K	0.83%
WILEY BROS.-AINTREE CAPITAL, LLC	447.32K	Jun 30, 26	-41.27K	0.81%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	434.28K	Jun 30, 26	+29.65K	0.79%
PEAK FINANCIAL ADVISORS LLC	427.58K	Jun 30, 26	-2.78K	0.78%
OmniStar Financial Group, Inc.	424.08K	Jun 30, 26	+29.65K	0.77%
Brinker Capital Investments, LLC	418.32K	Jun 30, 26	-5.50K	0.76%
RAYMOND JAMES FINANCIAL INC	410.11K	Jun 30, 26	+36.84K	0.74%
ADVISOR GROUP HOLDINGS, INC.	391.19K	Jun 30, 26	+200.52K	0.71%
Waterloo Capital, L.P.	387.21K	Jun 30, 26	+258.16K	0.70%
Cambridge Investment Research Advisors, Inc.	380.12K	Jun 30, 26	+26.99K	0.69%
Ferguson Shapiro LLC	372.92K	Jun 30, 26	-29.79K	0.68%
THEORY FINANCIAL LLC	361.18K	Jun 30, 26	+22.98K	0.66%
Elevated Capital Advisors, LLC	360.98K	Jun 30, 26	+26.14K	0.66%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	340.14K	Jun 30, 26	+326.86K	0.62%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	324.83K	Jun 30, 26	+324.83K	0.59%
COWA, LLC	323.48K	Jun 30, 26	+22.20K	0.59%
Clark Capital Management Group, Inc.	308.88K	Jun 30, 26	+135.51K	0.56%
WELLS FARGO & COMPANY/MN	279.83K	Jun 30, 26	-6.35K	0.51%
Aspen Wealth Strategies, LLC	266.83K	Jun 30, 26	+4.90K	0.48%
Longview Financial Advisors, Inc.	236.84K	Jun 30, 26	+30.45K	0.43%
MORGAN STANLEY	223.17K	Jun 30, 26	+34.61K	0.41%
MML INVESTORS SERVICES, LLC	218.70K	Jun 30, 26	-216.51K	0.40%
Philip James Wealth Mangement, LLC	198.78K	Jun 30, 26	-17.04K	0.36%
Belpointe Asset Management LLC	195.64K	Jun 30, 26	-6.65K	0.36%
Key Capital Management, INC	195.56K	Jun 30, 26	+13.23K	0.36%
CSS LLC/IL	193.88K	Jun 30, 26	--	0.35%
PRIVATE CLIENT SERVICES, LLC	192.77K	Jun 30, 26	+192.77K	0.35%
Kestra Advisory Services, LLC	189.89K	Jun 30, 26	-18.66K	0.34%
NorthCrest Asset Manangement, LLC	183.71K	Jun 30, 26	+23.40K	0.33%
MAI Capital Management	183.64K	Jun 30, 26	+803	0.33%
STIFEL FINANCIAL CORP	167.66K	Jun 30, 26	+2.56K	0.30%
IFG Advisory, LLC	161.76K	Jun 30, 26	+161.76K	0.29%
Fiduciary Alliance LLC	152.63K	Jun 30, 26	+10.43K	0.28%
Vise Technologies, Inc.	148.43K	Jun 30, 26	+57.35K	0.27%
Clear Creek Financial Management, LLC	140.43K	Jun 30, 26	+11.69K	0.25%
Principia Wealth Advisory, LLC	140.24K	Jun 30, 26	+44.94K	0.25%
HOWARD BAILEY SECURITIES, LLC	139.54K	Jun 30, 26	-29	0.25%
Private Advisor Group, LLC	137.93K	Jun 30, 26	+12.80K	0.25%
Dynamic Advisor Solutions LLC	130.77K	Jun 30, 26	+12.81K	0.24%
Atria Investments, Inc	128.62K	Jun 30, 26	-98.70K	0.23%
TriaGen Wealth Management LLC	126.95K	Jun 30, 26	+8.66K	0.23%
ROYAL BANK OF CANADA	126.18K	Jun 30, 26	+43.77K	0.23%
Upper Left Wealth Management, LLC	125.78K	Jun 30, 26	-7.21K	0.23%
Cumberland Partners Ltd	125.20K	Jun 30, 26	-271	0.23%
FINANCIAL DISCOVERY GROUP INC	124.44K	Jun 30, 26	+7.89K	0.23%
CreativeOne Wealth, LLC	121.03K	Jun 30, 26	-39.79K	0.22%
Sowell Financial Services LLC	116.22K	Jun 30, 26	+116.22K	0.21%
B.O.S.S. Retirement Advisors, LLC	116.10K	Jun 30, 26	+6.54K	0.21%
MANNING & NAPIER ADVISORS LLC	115.50K	Jun 30, 26	+38.78K	0.21%
FSA Advisors, Inc.	110.42K	Jun 30, 26	+10.70K	0.20%
Sanctuary Advisors, LLC	106.99K	Jun 30, 26	-769	0.19%
Sound Financial Strategies Group, LLC	104.14K	Jun 30, 26	--	0.19%
Pekin Hardy Strauss, Inc.	99.65K	Jun 30, 26	+20.23K	0.18%
Cambria Investment Management, L.P.	99.31K	Jun 30, 26	+2.59K	0.18%
Steward Partners Investment Advisory, LLC	96.70K	Jun 30, 26	+3.27K	0.18%
Roan Capital Partners	96.42K	Jun 30, 26	+53.76K	0.18%
Fundamentum, LLC	96.35K	Jun 30, 26	+1.51K	0.17%
Ameritas Advisory Services, LLC	94.18K	Jun 30, 26	+94.18K	0.17%
Empirical Asset Management, LLC	92.42K	Jun 30, 26	+12.76K	0.17%
Baird Financial Group, Inc.	84.46K	Jun 30, 26	+17.34K	0.15%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	80.15K	Jun 30, 26	+59.03K	0.15%
CAPITAL FINANCIAL GROUP INC\CO\ /ADV	78.93K	Jun 30, 26	+18.37K	0.14%
EXCHANGE TRADED CONCEPTS, LLC	78.17K	Jun 30, 26	+12.16K	0.14%
Professional Financial Advisors, LLC	77.56K	Jun 30, 26	+1.13K	0.14%
RETIREMENT GUYS FORMULA LLC	77.49K	Jun 30, 26	+3.53K	0.14%
Wealthcare Advisory Partners LLC	77.06K	Jun 30, 26	-4.76K	0.14%
PMV Capital Advisers, LLC	75.96K	Jun 30, 26	-62.04K	0.14%
R. W. Roge & Company, Inc.	73.96K	Jun 30, 26	-2.46K	0.13%
Authentikos Wealth Advisory, LLC	71.68K	Jun 30, 26	-3.69K	0.13%
Proficio Capital Partners LLC	68.58K	Jun 30, 26	+5.28K	0.12%
PRINCIPAL SECURITIES, INC.	62.19K	Jun 30, 26	+17.39K	0.11%
Sharp Financial Services, LLC	61.92K	Jun 30, 26	+8.53K	0.11%
AXXCESS WEALTH MANAGEMENT, LLC	61.21K	Jun 30, 26	+61.21K	0.11%
Darwin Wealth Management, LLC	61.21K	Jun 30, 26	+1.70K	0.11%
BANK OF NOVA SCOTIA	60.60K	Jun 30, 26	-5.40K	0.11%
Wealth Enhancement Trust Services, Inc.	60.46K	Jun 30, 26	-1.83K	0.11%
Austin Wealth Management, LLC	60.42K	Jun 30, 26	-1.73K	0.11%
Arrowroot Family Office, LLC	60.20K	Jun 30, 26	+11.21K	0.11%
Global View Capital Management LLC	59.94K	Jun 30, 26	+24.34K	0.11%
Magnolia Private Wealth, LLC	59.36K	Jun 30, 26	+15.69K	0.11%
Blackston Financial Advisory Group, LLC	58.48K	Jun 30, 26	+2.99K	0.11%
Beacon Capital Management, LLC	57.70K	Jun 30, 26	-21.82K	0.10%
Delta Investment Management, LLC	57.19K	Jun 30, 26	+6.03K	0.10%
ORG Wealth Partners, LLC	57.19K	Jun 30, 26	+2.47K	0.10%
FMA Wealth Management, LLC	56.47K	Jun 30, 26	-787	0.10%
Farther Finance Advisors, LLC	56.30K	Jun 30, 26	-12.19K	0.10%
JANE STREET GROUP, LLC	56.17K	Jun 30, 26	+56.17K	0.10%
Apollon Wealth Management, LLC	51.11K	Jun 30, 26	-47.18K	0.09%
MATHER GROUP, LLC.	49.71K	Jun 30, 26	+16.92K	0.09%
GREAT VALLEY ADVISOR GROUP, INC.	47.12K	Jun 30, 26	+4.85K	0.09%
MONEY CONCEPTS CAPITAL CORP	46.90K	Jun 30, 26	-105.71K	0.09%
BANK OF MONTREAL /CAN/	45.11K	Jun 30, 26	+43.63K	0.08%
Integrated Wealth Concepts LLC	42.15K	Jun 30, 26	-4.04K	0.08%
PFG Investments, LLC	41.92K	Jun 30, 26	+563	0.08%
Fermata Advisors, LLC	41.44K	Jun 30, 26	-2.81K	0.08%
Networth Advisors, LLC	41.35K	Jun 30, 26	+819	0.08%
Betterment LLC	41.02K	Jun 30, 26	+1.32K	0.07%
WCG Wealth Advisors LLC	40.82K	Jun 30, 26	+13.73K	0.07%
BRIGHTON JONES LLC	40.22K	Jun 30, 26	+1.19K	0.07%
Advisory Services Network, LLC	40.20K	Jun 30, 26	+7.80K	0.07%
Aries Wealth Management	39.86K	Jun 30, 26	+1.35K	0.07%
Latitude Advisors, LLC	39.41K	Jun 30, 26	-26.37K	0.07%
SECURED RETIREMENT ADVISORS, LLC	39.07K	Jun 30, 26	+372	0.07%
Legacy Capital Group California, Inc.	38.53K	Jun 30, 26	+2.69K	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	36.03K	Jun 30, 26	+12.26K	0.07%
Summit Financial, LLC	35.85K	Jun 30, 26	+35.85K	0.07%
FIRST BUSINESS FINANCIAL SERVICES, INC.	35.85K	Jun 30, 26	+11.67K	0.07%
Global Wealth Strategies & Associates	34.37K	Jun 30, 26	+2.49K	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	33.87K	Jun 30, 26	+6.27K	0.06%
ENTREWEALTH, LLC	33.85K	Jun 30, 26	+4.44K	0.06%
NWAM LLC	33.83K	Jun 30, 26	+2.92K	0.06%
Financial Enhancement Group LLC	29.27K	Jun 30, 26	+1.63K	0.05%
GOLDMAN SACHS GROUP INC	28.70K	Jun 30, 26	+28.70K	0.05%
Rede Wealth, LLC	28.43K	Jun 30, 26	+28.43K	0.05%
SHP Wealth Management	26.06K	Jun 30, 26	+5.26K	0.05%
PARK AVENUE SECURITIES LLC	25.29K	Jun 30, 26	+9.02K	0.05%
KENNEDY INVESTMENT GROUP	25.00K	Jun 30, 26	+6.76K	0.05%
Claro Advisors LLC	24.44K	Jun 30, 26	+9.61K	0.04%
Lloyd Advisory Services, LLC.	24.03K	Jun 30, 26	+23.80K	0.04%
Luminist Capital LLC	23.66K	Jun 30, 26	+6.12K	0.04%
Advisors Preferred, LLC	23.36K	Jun 30, 26	+15.30K	0.04%
Hilltop Holdings Inc.	23.23K	Jun 30, 26	--	0.04%
NATIONAL BANK OF CANADA /FI/	22.72K	Jun 30, 26	-53	0.04%
GWN SECURITIES INC.	22.70K	Jun 30, 26	+2.12K	0.04%
ROMAN BUTLER FULLERTON & CO	22.24K	Jun 30, 26	+22.24K	0.04%
AQR CAPITAL MANAGEMENT LLC	21.74K	Jun 30, 26	+11.34K	0.04%
FLOW TRADERS U.S. LLC	21.70K	Jun 30, 26	+21.70K	0.04%
Cambridge Advisors Inc.	21.44K	Jun 30, 26	+283	0.04%
Ignite Planners, LLC	21.26K	Jun 30, 26	-2.69K	0.04%
Toroso Investments, LLC	20.94K	Jun 30, 26	+3.54K	0.04%
Optivise Advisory Services LLC	20.20K	Jun 30, 26	-40.02K	0.04%
PFG Advisors	20.18K	Jun 30, 26	+13.30K	0.04%
City Center Advisors, LLC	20.07K	Jun 30, 26	-482	0.04%
Marex Group plc	19.60K	Jun 30, 26	+7.10K	0.04%
Insight Wealth Strategies, LLC	19.43K	Jun 30, 26	-257	0.04%
Prime Capital Investment Advisors, LLC	18.58K	Jun 30, 26	-833	0.03%
CAP Partners, LLC	18.39K	Jun 30, 26	+2.74K	0.03%
Blueprint Financial Advisors LLC	18.14K	Jun 30, 26	+6.71K	0.03%
Blueprint Investment Partners LLC	18.14K	Jun 30, 26	+6.71K	0.03%
Guilbault Capital LLC	17.85K	Jun 30, 26	+17.85K	0.03%
Legacy Wealth Managment, LLC/ID	17.28K	Jun 30, 26	+12.62K	0.03%
Andina Capital Management, LLC	17.20K	Jun 30, 26	-27.21K	0.03%
FIDUCIARY FINANCIAL ADVISORS	16.80K	Jun 30, 26	+16.80K	0.03%
Great Diamond Partners, LLC	16.77K	Jun 30, 26	-537	0.03%
Signet Private Wealth LLC	16.70K	Jun 30, 26	-3.64K	0.03%
Miracle Mile Advisors, LLC	16.44K	Jun 30, 26	--	0.03%
Caerus Investment Advisors, LLC	15.67K	Jun 30, 26	+7.94K	0.03%
Global Retirement Partners, LLC	15.02K	Jun 30, 26	+15.02K	0.03%
Watchman Group, Inc.	14.59K	Jun 30, 26	+14.59K	0.03%
Beacon Pointe Advisors, LLC	14.47K	Jun 30, 26	+3.66K	0.03%
MGO ONE SEVEN LLC	14.13K	Jun 30, 26	+500	0.03%
Axim Planning & Wealth	14.06K	Jun 30, 26	-1.92K	0.03%
Ausdal Financial Partners, Inc.	14.02K	Jun 30, 26	-3.70K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.79K	Jun 30, 26	+13.79K	0.03%
Rockefeller Capital Management L.P.	13.66K	Jun 30, 26	+13.66K	0.02%
Orcam Financial Group	13.44K	Jun 30, 26	+3.30K	0.02%
Strive Financial Group ,LLC	13.41K	Jun 30, 26	+1.21K	0.02%
Creative Planning	13.36K	Jun 30, 26	+1.28K	0.02%
Decker Retirement Planning Inc.	12.58K	Jun 30, 26	+120	0.02%
Ethos Financial Group, LLC	12.18K	Jun 30, 26	-433	0.02%
CARY STREET PARTNERS FINANCIAL LLC	11.98K	Jun 30, 26	-4.85K	0.02%
Advisor Resource Council	11.87K	Jun 30, 26	+916	0.02%
Solstein Capital, LLC	11.84K	Jun 30, 26	--	0.02%
JPMORGAN CHASE & CO	11.53K	Jun 30, 26	+6.98K	0.02%
Able Wealth Management LLC	11.30K	Jun 30, 26	-5.60K	0.02%
D'Orazio & Associates, Inc.	11.29K	Jun 30, 26	+11.29K	0.02%
IHT Wealth Management, LLC	11.13K	Jun 30, 26	+11.13K	0.02%
GeoWealth Management, LLC	11.10K	Jun 30, 26	+871	0.02%
Keeler THomas Management LLC	11.03K	Jun 30, 26	+11.03K	0.02%
Resurgent Financial Advisors LLC	10.88K	Jun 30, 26	+1.02K	0.02%
Firestone Capital Management	10.82K	Jun 30, 26	--	0.02%
Genesis Wealth Advisors, LLC	10.77K	Jun 30, 26	--	0.02%
NEW WAVE WEALTH ADVISORS LLC	10.71K	Jun 30, 26	+10.71K	0.02%
Advyzon Investment Management, LLC	10.38K	Jun 30, 26	-3.62K	0.02%
Lewis Asset Management, LLC	10.30K	Jun 30, 26	+10.30K	0.02%
Cetera Investment Advisers	10.19K	Jun 30, 26	-1.97K	0.02%
Legacy Private Trust Co.	10.00K	Jun 30, 26	--	0.02%
Archford Capital Strategies, LLC	9.90K	Jun 30, 26	-494	0.02%
E&G Advisors, LP	9.70K	Jun 30, 26	+9.70K	0.02%
Independent Advisor Alliance	9.65K	Jun 30, 26	-9.31K	0.02%
NBC SECURITIES, INC.	9.20K	Jun 30, 26	+4.00K	0.02%
StoneX Group Inc.	8.85K	Jun 30, 26	-349	0.02%
Mutual Advisors, LLC	8.81K	Jun 30, 26	+95	0.02%
LifeWealth Investments, LLC	8.78K	Jun 30, 26	+1.10K	0.02%
WEDBUSH SECURITIES INC	8.71K	Jun 30, 26	-5.12K	0.02%
Innovative Wealth Building LLC	8.45K	Jun 30, 26	+646	0.02%
XY Planning Network, Inc.	8.04K	Jun 30, 26	+8.04K	0.01%
CHOREO, LLC	7.82K	Jun 30, 26	+7.82K	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	6.59K	Jun 30, 26	+6.59K	0.01%
J.Safra Asset Management Corp	6.36K	Jun 30, 26	+398	0.01%
Belvedere Trading LLC	4.30K	Jun 30, 26	+4.30K	0.01%
POM Investment Strategies, LLC	3.53K	Jun 30, 26	-6.03K	0.01%
IFP Advisors, Inc	3.31K	Jun 30, 26	-1.97K	0.01%
Continuum Advisory, LLC	3.30K	Jun 30, 26	+3.30K	0.01%
Ankerstar Wealth, LLC	2.93K	Jun 30, 26	-344	0.01%
Raleigh Capital Management Inc.	2.81K	Jun 30, 26	-374	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.66K	Jun 30, 26	+1.66K	0.00%
Allworth Financial LP	1.47K	Jun 30, 26	-1.84K	0.00%
Buck Wealth Strategies, LLC	1.39K	Jun 30, 26	+1.39K	0.00%
Montgomery Financial Services LLC	1.29K	Jun 30, 26	+1.29K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.19K	Jun 30, 26	+1.19K	0.00%
SIMPLEX TRADING, LLC	1.16K	Jun 30, 26	-544	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	995	Jun 30, 26	+995	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	979	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	976	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	966	Jun 30, 26	+79	0.00%
Parallel Advisors, LLC	921	Jun 30, 26	-467	0.00%
Signature Resources Capital Management, LLC	916	Jun 30, 26	+916	0.00%
Triumph Capital Management	845	Jun 30, 26	--	0.00%
GFS Advisors, LLC	815	Jun 30, 26	+815	0.00%
NewEdge Advisors, LLC	700	Jun 30, 26	+323	0.00%
Geneos Wealth Management Inc.	670	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	605	Jun 30, 26	+509	0.00%
Quest 10 Wealth Builders, Inc.	521	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	435	Jun 30, 26	+435	0.00%
IMA Wealth, Inc.	400	Jun 30, 26	+400	0.00%
Golden State Wealth Management, LLC	367	Jun 30, 26	-48	0.00%
Clearstead Advisors, LLC	360	Jun 30, 26	+160	0.00%
Cape Investment Advisory, Inc.	323	Jun 30, 26	+323	0.00%
SouthState Corp	283	Jun 30, 26	+283	0.00%
MPWM ADVISORY SOLUTIONS, LLC	236	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	229	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	159	Jun 30, 26	+159	0.00%
PRIVATE TRUST CO NA	103	Jun 30, 26	+60	0.00%
NVWM, LLC	100	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	68	Jun 30, 26	+68	0.00%
BROWN, LISLE/CUMMINGS, INC.	63	Jun 30, 26	-71	0.00%
Cornerstone Planning Group LLC	25	Jun 30, 26	-11	0.00%
Capital Advisor Network LLC	25	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	8	Jun 30, 26	+8	0.00%
Acumen Wealth Advisors, LLC	5	Jun 30, 26	+5	0.00%
US BANCORP \DE\	1	Jun 30, 26	+1	0.00%
Navis Wealth Advisors, LLC	--	Jun 30, 26	-16.45K	--
Collaborative Fund Advisors, LLC	--	Jun 30, 26	-73.36K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-43.94K	--
Mariner, LLC	--	Jun 30, 26	-59.66K	--
Vision Retirement, LLC	--	Jun 30, 26	-115	--
Inspire Advisors, LLC	--	Jun 30, 26	-7.52K	--
Golden State Equity Partners	--	Jun 30, 26	-7.25K	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-1.69K	--
Savvy Advisors, Inc.	--	Jun 30, 26	-16.19K	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-939	--
Brookwood Investment Group LLC	--	Jun 30, 26	-172.81K	--
Beaumont Financial Advisors, LLC	--	Jun 30, 26	-501.01K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-387	--
Concurrent Investment Advisors, LLC	--	Jun 30, 26	-1.46M	--
Almanack Investment Partners, LLC.	--	Jun 30, 26	-86.64K	--
Encompass More Asset Management	--	Jun 30, 26	-96.30K	--
Csenge Advisory Group	--	Jun 30, 26	-6.98K	--
WFA of San Diego, LLC	--	Jun 30, 26	-1.21K	--
FIFTH THIRD BANCORP	--	Jun 30, 26	-1.43K	--
Worth Asset Management, LLC	--	Jun 30, 26	-25.37K	--
Trajan Wealth LLC	--	Jun 30, 26	-7.08K	--
Western Wealth Management, LLC	--	Jun 30, 26	-114.54K	--
Simplify Asset Management Inc.	--	Jun 30, 26	-151.38K	--
Park Square Financial Group, LLC	--	Jun 30, 26	-19	--
RFG Advisory, LLC	--	Jun 30, 26	-54.95K	--
Stratos Wealth Advisors, LLC	--	Jun 30, 26	-8.47K	--
KWB Wealth	--	Jun 30, 26	-10.95K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-2	--
Sound Income Strategies, LLC	--	Jun 30, 26	-415	--
Foundations Investment Advisors, LLC	--	Jun 30, 26	-59.31K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-1.73K	--
CWM, LLC	187.25K	Mar 31, 26	-2.75M	0.34%
ORG Partners LLC	18.44K	Dec 31, 25	-174	0.03%
NDVR, Inc.	9.71K	Dec 31, 25	+9.71K	0.02%
COMERICA BANK	1.43K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	972	Dec 31, 25	+113	0.00%
NAPA WEALTH MANAGEMENT	210.06K	Sep 30, 25	-53.47K	0.38%
Guerra Advisors Inc	11.78K	Sep 30, 25	-5.98K	0.02%
L.M. KOHN & COMPANY	--	Sep 30, 25	-12.32K	--
Astor Investment Management LLC	163.63K	Jun 30, 25	-6.37K	0.30%
AVANTAX ADVISORY SERVICES, INC.	28.77K	Jun 30, 25	+1.87K	0.05%
Centricity Wealth Management, LLC	711	Jun 30, 25	+711	0.00%
First Horizon Advisors, Inc.	459	Jun 30, 25	+459	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-290.51K	--
Orion Portfolio Solutions, LLC	423.21K	Mar 31, 25	-30.46K	0.77%
Peterson Financial Group, Inc.	909	Sep 30, 24	+909	0.00%
WEALTHSOURCE PARTNERS, LLC	58.76K	Dec 31, 23	-10.61K	0.11%
AJ WEALTH STRATEGIES, LLC	18.98K	Jun 30, 23	--	0.03%
Cribstone Capital Management, LLC	127	Dec 31, 22	+127	0.00%
STRINGER ASSET MANAGEMENT, LLC	41.50K	Sep 30, 22	+41.50K	0.08%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

5.17M

Jun 30, 26

+703.29K

9.39%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.10M

Jun 30, 26

+993.48K

5.63%

CITIGROUP INC

2.12M

Jun 30, 26

+775.00K

3.85%

Boothe Investment Group, Inc.

1.74M

Jun 30, 26

+3.03K

3.16%

LPL Financial LLC

1.48M

Jun 30, 26

+421.79K

2.68%

ENVESTNET ASSET MANAGEMENT INC

1.16M

Jun 30, 26

-114.27K

2.11%

AE Wealth Management LLC

1.00M

Jun 30, 26

+62.36K

1.82%

Independence Wealth Advisors, LLC

973.76K

Jun 30, 26

+22.29K

1.77%

IAG Wealth Partners, LLC

821.04K

Jun 30, 26

+26.18K

1.49%

UBS Group AG

804.76K

Jun 30, 26

-5.01K

1.46%

Allie Family Office LLC

671.80K

Jun 30, 26

+665.08K

1.22%

ASSETMARK, INC

620.81K

Jun 30, 26

+94.69K

1.13%

Deane Retirement Strategies, Inc.

597.72K

Jun 30, 26

+198.38K

1.09%

HighTower Advisors, LLC

538.44K

Jun 30, 26

-145.14K

0.98%

ABBINGTON INVESTMENT GROUP

537.31K

Jun 30, 26

+24.65K

0.98%

Beacon Capital Management, Inc.

528.54K

Jun 30, 26

+179.52K

0.96%

Pasadena Private Wealth, LLC

512.69K

Jun 30, 26

-10.98K

0.93%

Altiora Financial Group, LLC

503.39K

Jun 30, 26

-127.00K

0.91%

Fielder Capital Group LLC

486.64K

Jun 30, 26

+18.51K

0.88%

Atomi Financial Group, Inc.

463.21K

Jun 30, 26

+91.58K

0.84%

TRUIST FINANCIAL CORP

455.69K

Jun 30, 26

+73.73K

0.83%

WILEY BROS.-AINTREE CAPITAL, LLC

447.32K

Jun 30, 26

-41.27K

0.81%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

434.28K

Jun 30, 26

+29.65K

0.79%

PEAK FINANCIAL ADVISORS LLC

427.58K

Jun 30, 26

-2.78K

0.78%

OmniStar Financial Group, Inc.

424.08K

Jun 30, 26

+29.65K

0.77%

Brinker Capital Investments, LLC

418.32K

Jun 30, 26

-5.50K

0.76%

RAYMOND JAMES FINANCIAL INC

410.11K

Jun 30, 26

+36.84K

0.74%

ADVISOR GROUP HOLDINGS, INC.

391.19K

Jun 30, 26

+200.52K

0.71%

Waterloo Capital, L.P.

387.21K

Jun 30, 26

+258.16K

0.70%

Cambridge Investment Research Advisors, Inc.

380.12K

Jun 30, 26

+26.99K

0.69%

Ferguson Shapiro LLC

372.92K

Jun 30, 26

-29.79K

0.68%

THEORY FINANCIAL LLC

361.18K

Jun 30, 26

+22.98K

0.66%

Elevated Capital Advisors, LLC

360.98K

Jun 30, 26

+26.14K

0.66%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

340.14K

Jun 30, 26

+326.86K

0.62%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

324.83K

Jun 30, 26

+324.83K

0.59%

COWA, LLC

323.48K

Jun 30, 26

+22.20K

0.59%

Clark Capital Management Group, Inc.

308.88K

Jun 30, 26

+135.51K

0.56%

WELLS FARGO & COMPANY/MN

279.83K

Jun 30, 26

-6.35K

0.51%

Aspen Wealth Strategies, LLC

266.83K

Jun 30, 26

+4.90K

0.48%

Longview Financial Advisors, Inc.

236.84K

Jun 30, 26

+30.45K

0.43%

MORGAN STANLEY

223.17K

Jun 30, 26

+34.61K

0.41%

MML INVESTORS SERVICES, LLC

218.70K

Jun 30, 26

-216.51K

0.40%

Philip James Wealth Mangement, LLC

198.78K

Jun 30, 26

-17.04K

0.36%

Belpointe Asset Management LLC

195.64K

Jun 30, 26

-6.65K

0.36%

Key Capital Management, INC

195.56K

Jun 30, 26

+13.23K

0.36%

CSS LLC/IL

193.88K

Jun 30, 26

0.35%

PRIVATE CLIENT SERVICES, LLC

192.77K

Jun 30, 26

+192.77K

0.35%

Kestra Advisory Services, LLC

189.89K

Jun 30, 26

-18.66K

0.34%

NorthCrest Asset Manangement, LLC

183.71K

Jun 30, 26

+23.40K

0.33%

MAI Capital Management

183.64K

Jun 30, 26

+803

0.33%

STIFEL FINANCIAL CORP

167.66K

Jun 30, 26

+2.56K

0.30%

IFG Advisory, LLC

161.76K

Jun 30, 26

+161.76K

0.29%

Fiduciary Alliance LLC

152.63K

Jun 30, 26

+10.43K

0.28%

Vise Technologies, Inc.

148.43K

Jun 30, 26

+57.35K

0.27%

Clear Creek Financial Management, LLC

140.43K

Jun 30, 26

+11.69K

0.25%

Principia Wealth Advisory, LLC

140.24K

Jun 30, 26

+44.94K

0.25%

HOWARD BAILEY SECURITIES, LLC

139.54K

Jun 30, 26

-29

0.25%

Private Advisor Group, LLC

137.93K

Jun 30, 26

+12.80K

0.25%

Dynamic Advisor Solutions LLC

130.77K

Jun 30, 26

+12.81K

0.24%

Atria Investments, Inc

128.62K

Jun 30, 26

-98.70K

0.23%

TriaGen Wealth Management LLC

126.95K

Jun 30, 26

+8.66K

0.23%

ROYAL BANK OF CANADA

126.18K

Jun 30, 26

+43.77K

0.23%

Upper Left Wealth Management, LLC

125.78K

Jun 30, 26

-7.21K

0.23%

Cumberland Partners Ltd

125.20K

Jun 30, 26

-271

0.23%

FINANCIAL DISCOVERY GROUP INC

124.44K

Jun 30, 26

+7.89K

0.23%

CreativeOne Wealth, LLC

121.03K

Jun 30, 26

-39.79K

0.22%

Sowell Financial Services LLC

116.22K

Jun 30, 26

+116.22K

0.21%

B.O.S.S. Retirement Advisors, LLC

116.10K

Jun 30, 26

+6.54K

0.21%

MANNING & NAPIER ADVISORS LLC

115.50K

Jun 30, 26

+38.78K

0.21%

FSA Advisors, Inc.

110.42K

Jun 30, 26

+10.70K

0.20%

Sanctuary Advisors, LLC

106.99K

Jun 30, 26

-769

0.19%

Sound Financial Strategies Group, LLC

104.14K

Jun 30, 26

0.19%

Pekin Hardy Strauss, Inc.

99.65K

Jun 30, 26

+20.23K

0.18%

Cambria Investment Management, L.P.

99.31K

Jun 30, 26

+2.59K

0.18%

Steward Partners Investment Advisory, LLC

96.70K

Jun 30, 26

+3.27K

0.18%

Roan Capital Partners

96.42K

Jun 30, 26

+53.76K

0.18%

Fundamentum, LLC

96.35K

Jun 30, 26

+1.51K

0.17%

Ameritas Advisory Services, LLC

94.18K

Jun 30, 26

+94.18K

0.17%

Empirical Asset Management, LLC

92.42K

Jun 30, 26

+12.76K

0.17%

Baird Financial Group, Inc.

84.46K

Jun 30, 26

+17.34K

0.15%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

80.15K

Jun 30, 26

+59.03K

0.15%

CAPITAL FINANCIAL GROUP INC\CO\ /ADV

78.93K

Jun 30, 26

+18.37K

0.14%

EXCHANGE TRADED CONCEPTS, LLC

78.17K

Jun 30, 26

+12.16K

0.14%

Professional Financial Advisors, LLC

77.56K

Jun 30, 26

+1.13K

0.14%

RETIREMENT GUYS FORMULA LLC

77.49K

Jun 30, 26

+3.53K

0.14%

Wealthcare Advisory Partners LLC

77.06K

Jun 30, 26

-4.76K

0.14%

PMV Capital Advisers, LLC

75.96K

Jun 30, 26

-62.04K

0.14%

R. W. Roge & Company, Inc.

73.96K

Jun 30, 26

-2.46K

0.13%

Authentikos Wealth Advisory, LLC

71.68K

Jun 30, 26

-3.69K

0.13%

Proficio Capital Partners LLC

68.58K

Jun 30, 26

+5.28K

0.12%

PRINCIPAL SECURITIES, INC.

62.19K

Jun 30, 26

+17.39K

0.11%

Sharp Financial Services, LLC

61.92K

Jun 30, 26

+8.53K

0.11%

AXXCESS WEALTH MANAGEMENT, LLC

61.21K

Jun 30, 26

+61.21K

0.11%

Darwin Wealth Management, LLC

61.21K

Jun 30, 26

+1.70K

0.11%

BANK OF NOVA SCOTIA

60.60K

Jun 30, 26

-5.40K

0.11%

Wealth Enhancement Trust Services, Inc.

60.46K

Jun 30, 26

-1.83K

0.11%

Austin Wealth Management, LLC

60.42K

Jun 30, 26

-1.73K

0.11%

Arrowroot Family Office, LLC

60.20K

Jun 30, 26

+11.21K

0.11%

Global View Capital Management LLC

59.94K

Jun 30, 26

+24.34K

0.11%

Magnolia Private Wealth, LLC

59.36K

Jun 30, 26

+15.69K

0.11%

Blackston Financial Advisory Group, LLC

58.48K

Jun 30, 26

+2.99K

0.11%

Beacon Capital Management, LLC

57.70K

Jun 30, 26

-21.82K

0.10%

Delta Investment Management, LLC

57.19K

Jun 30, 26

+6.03K

0.10%

ORG Wealth Partners, LLC

57.19K

Jun 30, 26

+2.47K

0.10%

FMA Wealth Management, LLC

56.47K

Jun 30, 26

-787

0.10%

Farther Finance Advisors, LLC

56.30K

Jun 30, 26

-12.19K

0.10%

JANE STREET GROUP, LLC

56.17K

Jun 30, 26

+56.17K

0.10%

Apollon Wealth Management, LLC

51.11K

Jun 30, 26

-47.18K

0.09%

MATHER GROUP, LLC.

49.71K

Jun 30, 26

+16.92K

0.09%

GREAT VALLEY ADVISOR GROUP, INC.

47.12K

Jun 30, 26

+4.85K

0.09%

MONEY CONCEPTS CAPITAL CORP

46.90K

Jun 30, 26

-105.71K

0.09%

BANK OF MONTREAL /CAN/

45.11K

Jun 30, 26

+43.63K

0.08%

Integrated Wealth Concepts LLC

42.15K

Jun 30, 26

-4.04K

0.08%

PFG Investments, LLC

41.92K

Jun 30, 26

+563

0.08%

Fermata Advisors, LLC

41.44K

Jun 30, 26

-2.81K

0.08%

Networth Advisors, LLC

41.35K

Jun 30, 26

+819

0.08%

Betterment LLC

41.02K

Jun 30, 26

+1.32K

0.07%

WCG Wealth Advisors LLC

40.82K

Jun 30, 26

+13.73K

0.07%

BRIGHTON JONES LLC

40.22K

Jun 30, 26

+1.19K

0.07%

Advisory Services Network, LLC

40.20K

Jun 30, 26

+7.80K

0.07%

Aries Wealth Management

39.86K

Jun 30, 26

+1.35K

0.07%

Latitude Advisors, LLC

39.41K

Jun 30, 26

-26.37K

0.07%

SECURED RETIREMENT ADVISORS, LLC

39.07K

Jun 30, 26

+372

0.07%

Legacy Capital Group California, Inc.

38.53K

Jun 30, 26

+2.69K

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

36.03K

Jun 30, 26

+12.26K

0.07%

Summit Financial, LLC

35.85K

Jun 30, 26

+35.85K

0.07%

FIRST BUSINESS FINANCIAL SERVICES, INC.

35.85K

Jun 30, 26

+11.67K

0.07%

Global Wealth Strategies & Associates

34.37K

Jun 30, 26

+2.49K

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

33.87K

Jun 30, 26

+6.27K

0.06%

ENTREWEALTH, LLC

33.85K

Jun 30, 26

+4.44K

0.06%

NWAM LLC

33.83K

Jun 30, 26

+2.92K

0.06%

Financial Enhancement Group LLC

29.27K

Jun 30, 26

+1.63K

0.05%

GOLDMAN SACHS GROUP INC

28.70K

Jun 30, 26

+28.70K

0.05%

Rede Wealth, LLC

28.43K

Jun 30, 26

+28.43K

0.05%

SHP Wealth Management

26.06K

Jun 30, 26

+5.26K

0.05%

PARK AVENUE SECURITIES LLC

25.29K

Jun 30, 26

+9.02K

0.05%

KENNEDY INVESTMENT GROUP

25.00K

Jun 30, 26

+6.76K

0.05%

Claro Advisors LLC

24.44K

Jun 30, 26

+9.61K

0.04%

Lloyd Advisory Services, LLC.

24.03K

Jun 30, 26

+23.80K

0.04%

Luminist Capital LLC

23.66K

Jun 30, 26

+6.12K

0.04%

Advisors Preferred, LLC

23.36K

Jun 30, 26

+15.30K

0.04%

Hilltop Holdings Inc.

23.23K

Jun 30, 26

0.04%

NATIONAL BANK OF CANADA /FI/

22.72K

Jun 30, 26

-53

0.04%

GWN SECURITIES INC.

22.70K

Jun 30, 26

+2.12K

0.04%

ROMAN BUTLER FULLERTON & CO

22.24K

Jun 30, 26

+22.24K

0.04%

AQR CAPITAL MANAGEMENT LLC

21.74K

Jun 30, 26

+11.34K

0.04%

FLOW TRADERS U.S. LLC

21.70K

Jun 30, 26

+21.70K

0.04%

Cambridge Advisors Inc.

21.44K

Jun 30, 26

+283

0.04%

Ignite Planners, LLC

21.26K

Jun 30, 26

-2.69K

0.04%

Toroso Investments, LLC

20.94K

Jun 30, 26

+3.54K

0.04%

Optivise Advisory Services LLC

20.20K

Jun 30, 26

-40.02K

0.04%

PFG Advisors

20.18K

Jun 30, 26

+13.30K

0.04%

City Center Advisors, LLC

20.07K

Jun 30, 26

-482

0.04%

Marex Group plc

19.60K

Jun 30, 26

+7.10K

0.04%

Insight Wealth Strategies, LLC

19.43K

Jun 30, 26

-257

0.04%

Prime Capital Investment Advisors, LLC

18.58K

Jun 30, 26

-833

0.03%

CAP Partners, LLC

18.39K

Jun 30, 26

+2.74K

0.03%

Blueprint Financial Advisors LLC

18.14K

Jun 30, 26

+6.71K

0.03%

Blueprint Investment Partners LLC

18.14K

Jun 30, 26

+6.71K

0.03%

Guilbault Capital LLC

17.85K

Jun 30, 26

+17.85K

0.03%

Legacy Wealth Managment, LLC/ID

17.28K

Jun 30, 26

+12.62K

0.03%

Andina Capital Management, LLC

17.20K

Jun 30, 26

-27.21K

0.03%

FIDUCIARY FINANCIAL ADVISORS

16.80K

Jun 30, 26

+16.80K

0.03%

Great Diamond Partners, LLC

16.77K

Jun 30, 26

-537

0.03%

Signet Private Wealth LLC

16.70K

Jun 30, 26

-3.64K

0.03%

Miracle Mile Advisors, LLC

16.44K

Jun 30, 26

0.03%

Caerus Investment Advisors, LLC

15.67K

Jun 30, 26

+7.94K

0.03%

Global Retirement Partners, LLC

15.02K

Jun 30, 26

+15.02K

0.03%

Watchman Group, Inc.

14.59K

Jun 30, 26

+14.59K

0.03%

Beacon Pointe Advisors, LLC

14.47K

Jun 30, 26

+3.66K

0.03%

MGO ONE SEVEN LLC

14.13K

Jun 30, 26

+500

0.03%

Axim Planning & Wealth

14.06K

Jun 30, 26

-1.92K

0.03%

Ausdal Financial Partners, Inc.

14.02K

Jun 30, 26

-3.70K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.79K

Jun 30, 26

+13.79K

0.03%

Rockefeller Capital Management L.P.

13.66K

Jun 30, 26

+13.66K

0.02%

Orcam Financial Group

13.44K

Jun 30, 26

+3.30K

0.02%

Strive Financial Group ,LLC

13.41K

Jun 30, 26

+1.21K

0.02%

Creative Planning

13.36K

Jun 30, 26

+1.28K

0.02%

Decker Retirement Planning Inc.

12.58K

Jun 30, 26

+120

0.02%

Ethos Financial Group, LLC

12.18K

Jun 30, 26

-433

0.02%

CARY STREET PARTNERS FINANCIAL LLC

11.98K

Jun 30, 26

-4.85K

0.02%

Advisor Resource Council

11.87K

Jun 30, 26

+916

0.02%

Solstein Capital, LLC

11.84K

Jun 30, 26

0.02%

JPMORGAN CHASE & CO

11.53K

Jun 30, 26

+6.98K

0.02%

Able Wealth Management LLC

11.30K

Jun 30, 26

-5.60K

0.02%

D'Orazio & Associates, Inc.

11.29K

Jun 30, 26

+11.29K

0.02%

IHT Wealth Management, LLC

11.13K

Jun 30, 26

+11.13K

0.02%

GeoWealth Management, LLC

11.10K

Jun 30, 26

+871

0.02%

Keeler THomas Management LLC

11.03K

Jun 30, 26

+11.03K

0.02%

Resurgent Financial Advisors LLC

10.88K

Jun 30, 26

+1.02K

0.02%

Firestone Capital Management

10.82K

Jun 30, 26

0.02%

Genesis Wealth Advisors, LLC

10.77K

Jun 30, 26

0.02%

NEW WAVE WEALTH ADVISORS LLC

10.71K

Jun 30, 26

+10.71K

0.02%

Advyzon Investment Management, LLC

10.38K

Jun 30, 26

-3.62K

0.02%

Lewis Asset Management, LLC

10.30K

Jun 30, 26

+10.30K

0.02%

Cetera Investment Advisers

10.19K

Jun 30, 26

-1.97K

0.02%

Legacy Private Trust Co.

10.00K

Jun 30, 26

0.02%

Archford Capital Strategies, LLC

9.90K

Jun 30, 26

-494

0.02%

E&G Advisors, LP

9.70K

Jun 30, 26

+9.70K

0.02%

Independent Advisor Alliance

9.65K

Jun 30, 26

-9.31K

0.02%

NBC SECURITIES, INC.

9.20K

Jun 30, 26

+4.00K

0.02%

StoneX Group Inc.

8.85K

Jun 30, 26

-349

0.02%

Mutual Advisors, LLC

8.81K

Jun 30, 26

+95

0.02%

LifeWealth Investments, LLC

8.78K

Jun 30, 26

+1.10K

0.02%

WEDBUSH SECURITIES INC

8.71K

Jun 30, 26

-5.12K

0.02%

Innovative Wealth Building LLC

8.45K

Jun 30, 26

+646

0.02%

XY Planning Network, Inc.

8.04K

Jun 30, 26

+8.04K

0.01%

CHOREO, LLC

7.82K

Jun 30, 26

+7.82K

0.01%

TOUNJIAN ADVISORY PARTNERS, LLC

6.59K

Jun 30, 26

+6.59K

0.01%

J.Safra Asset Management Corp

6.36K

Jun 30, 26

+398

0.01%

Belvedere Trading LLC

4.30K

Jun 30, 26

+4.30K

0.01%

POM Investment Strategies, LLC

3.53K

Jun 30, 26

-6.03K

0.01%

IFP Advisors, Inc

3.31K

Jun 30, 26

-1.97K

0.01%

Continuum Advisory, LLC

3.30K

Jun 30, 26

+3.30K

0.01%

Ankerstar Wealth, LLC

2.93K

Jun 30, 26

-344

0.01%

Raleigh Capital Management Inc.

2.81K

Jun 30, 26

-374

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.66K

Jun 30, 26

+1.66K

0.00%

Allworth Financial LP

1.47K

Jun 30, 26

-1.84K

0.00%

Buck Wealth Strategies, LLC

1.39K

Jun 30, 26

+1.39K

0.00%

Montgomery Financial Services LLC

1.29K

Jun 30, 26

+1.29K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.19K

Jun 30, 26

+1.19K

0.00%

SIMPLEX TRADING, LLC

1.16K

Jun 30, 26

-544

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

995

Jun 30, 26

+995

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

979

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

976

Jun 30, 26

0.00%

Signature Equity Partners, LLC

966

Jun 30, 26

+79

0.00%

Parallel Advisors, LLC

921

Jun 30, 26

-467

0.00%

Signature Resources Capital Management, LLC

916

Jun 30, 26

+916

0.00%

Triumph Capital Management

845

Jun 30, 26

0.00%

GFS Advisors, LLC

815

Jun 30, 26

+815

0.00%

NewEdge Advisors, LLC

700

Jun 30, 26

+323

0.00%

Geneos Wealth Management Inc.

670

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

605

Jun 30, 26

+509

0.00%

Quest 10 Wealth Builders, Inc.

521

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

435

Jun 30, 26

+435

0.00%

IMA Wealth, Inc.

400

Jun 30, 26

+400

0.00%

Golden State Wealth Management, LLC

367

Jun 30, 26

-48

0.00%

Clearstead Advisors, LLC

360

Jun 30, 26

+160

0.00%

Cape Investment Advisory, Inc.

323

Jun 30, 26

+323

0.00%

SouthState Corp

283

Jun 30, 26

+283

0.00%

MPWM ADVISORY SOLUTIONS, LLC

236

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

229

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

159

Jun 30, 26

+159

0.00%

PRIVATE TRUST CO NA

103

Jun 30, 26

+60

0.00%

NVWM, LLC

100

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

+68

0.00%

BROWN, LISLE/CUMMINGS, INC.

Jun 30, 26

-71

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-11

0.00%

Capital Advisor Network LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

Acumen Wealth Advisors, LLC

Jun 30, 26

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

Navis Wealth Advisors, LLC

Jun 30, 26

-16.45K

Collaborative Fund Advisors, LLC

Jun 30, 26

-73.36K

CITADEL ADVISORS LLC

Jun 30, 26

-43.94K

Mariner, LLC

Jun 30, 26

-59.66K

Vision Retirement, LLC

Jun 30, 26

-115

Inspire Advisors, LLC

Jun 30, 26

-7.52K

Golden State Equity Partners

Jun 30, 26

-7.25K

Reyes Financial Architecture, Inc.

Jun 30, 26

-1.69K

Savvy Advisors, Inc.

Jun 30, 26

-16.19K

MBM Wealth Consultants, LLC

Jun 30, 26

-939

Brookwood Investment Group LLC

Jun 30, 26

-172.81K

Beaumont Financial Advisors, LLC

Jun 30, 26

-501.01K

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-387

Concurrent Investment Advisors, LLC

Jun 30, 26

-1.46M

Almanack Investment Partners, LLC.

Jun 30, 26

-86.64K

Encompass More Asset Management

Jun 30, 26

-96.30K

Csenge Advisory Group

Jun 30, 26

-6.98K

WFA of San Diego, LLC

Jun 30, 26

-1.21K

FIFTH THIRD BANCORP

Jun 30, 26

-1.43K

Worth Asset Management, LLC

Jun 30, 26

-25.37K

Trajan Wealth LLC

Jun 30, 26

-7.08K

Western Wealth Management, LLC

Jun 30, 26

-114.54K

Simplify Asset Management Inc.

Jun 30, 26

-151.38K

Park Square Financial Group, LLC

Jun 30, 26

-19

RFG Advisory, LLC

Jun 30, 26

-54.95K

Stratos Wealth Advisors, LLC

Jun 30, 26

-8.47K

KWB Wealth

Jun 30, 26

-10.95K

Tower Research Capital LLC (TRC)

Jun 30, 26

-2

Sound Income Strategies, LLC

Jun 30, 26

-415

Foundations Investment Advisors, LLC

Jun 30, 26

-59.31K

CoreCap Advisors, LLC

Jun 30, 26

-1.73K

CWM, LLC

187.25K

Mar 31, 26

-2.75M

0.34%

ORG Partners LLC

18.44K

Dec 31, 25

-174

0.03%

NDVR, Inc.

9.71K

Dec 31, 25

+9.71K

0.02%

COMERICA BANK

1.43K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

972

Dec 31, 25

+113

0.00%

NAPA WEALTH MANAGEMENT

210.06K

Sep 30, 25

-53.47K

0.38%

Guerra Advisors Inc

11.78K

Sep 30, 25

-5.98K

0.02%

L.M. KOHN & COMPANY

Sep 30, 25

-12.32K

Astor Investment Management LLC

163.63K

Jun 30, 25

-6.37K

0.30%

AVANTAX ADVISORY SERVICES, INC.

28.77K

Jun 30, 25

+1.87K

0.05%

Centricity Wealth Management, LLC

711

Jun 30, 25

+711

0.00%

First Horizon Advisors, Inc.

459

Jun 30, 25

+459

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-290.51K

Orion Portfolio Solutions, LLC

423.21K

Mar 31, 25

-30.46K

0.77%

Peterson Financial Group, Inc.

909

Sep 30, 24

+909

0.00%

WEALTHSOURCE PARTNERS, LLC

58.76K

Dec 31, 23

-10.61K

0.11%

AJ WEALTH STRATEGIES, LLC

18.98K

Jun 30, 23

0.03%

Cribstone Capital Management, LLC

127

Dec 31, 22

+127

0.00%

STRINGER ASSET MANAGEMENT, LLC

41.50K

Sep 30, 22

+41.50K

0.08%