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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Montecito Bank & Trust | 130.68K | Sep 30, 26 | +711 | 0.19% |
| EASTERN BANK | 46.26K | Sep 30, 26 | -5.69K | 0.07% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 19.31K | Sep 30, 26 | -- | 0.03% |
| Iowa State Bank | 17.13K | Sep 30, 26 | -220 | 0.02% |
| RVW Wealth, LLC | 6.42K | Sep 30, 26 | -- | 0.01% |
| GoalVest Advisory LLC | 6.30K | Sep 30, 26 | -682 | 0.01% |
| ROCKLAND TRUST CO | 5.40K | Sep 30, 26 | -- | 0.01% |
| BANK OF AMERICA CORP /DE/ | 9.37M | Jun 30, 26 | +538.59K | 13.57% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.70M | Jun 30, 26 | +118.46K | 6.80% |
| Merit Financial Group, LLC | 3.75M | Jun 30, 26 | +262.71K | 5.43% |
| Mirae Asset Global Investments Co., Ltd. | 3.23M | Jun 30, 26 | -32.80K | 4.67% |
| Avantax Planning Partners, Inc. | 2.27M | Jun 30, 26 | -29.46K | 3.29% |
| HighTower Advisors, LLC | 1.85M | Jun 30, 26 | +57.05K | 2.68% |
| LPL Financial LLC | 1.67M | Jun 30, 26 | -6.59K | 2.42% |
| GLOBALT Investments LLC / GA | 1.45M | Jun 30, 26 | -26.49K | 2.10% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1.21M | Jun 30, 26 | +26.68K | 1.76% |
| TRUIST FINANCIAL CORP | 1.03M | Jun 30, 26 | +6.56K | 1.49% |
| Pitcairn Wealth Advisors LLC | 988.60K | Jun 30, 26 | -18.01K | 1.43% |
| MORGAN STANLEY | 945.63K | Jun 30, 26 | +128.23K | 1.37% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 895.55K | Jun 30, 26 | +38.56K | 1.30% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 861.43K | Jun 30, 26 | -18.57K | 1.25% |
| ENVESTNET ASSET MANAGEMENT INC | 802.26K | Jun 30, 26 | +65.80K | 1.16% |
| AMERIPRISE FINANCIAL INC | 694.40K | Jun 30, 26 | +473.01K | 1.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 642.13K | Jun 30, 26 | -1.96K | 0.93% |
| Jacobi Capital Management LLC | 628.88K | Jun 30, 26 | +11.51K | 0.91% |
| FORVIS Wealth Advisors, LLC | 627.99K | Jun 30, 26 | -8.98K | 0.91% |
| Private Advisor Group, LLC | 616.49K | Jun 30, 26 | +20.11K | 0.89% |
| CAPTRUST FINANCIAL ADVISORS | 601.61K | Jun 30, 26 | +30.97K | 0.87% |
| Gerber Kawasaki Wealth & Investment Management | 445.17K | Jun 30, 26 | -2.56K | 0.64% |
| Buckingham Strategic Partners | 443.93K | Jun 30, 26 | +2.41K | 0.64% |
| Stonebrook Private Inc. | 438.29K | Jun 30, 26 | +129.33K | 0.63% |
| Clal Insurance Enterprises Holdings Ltd | 427.88K | Jun 30, 26 | -11.00K | 0.62% |
| BRYN MAWR TRUST Co | 421.10K | Jun 30, 26 | -4.91K | 0.61% |
| NewEdge Advisors, LLC | 369.47K | Jun 30, 26 | +5.24K | 0.53% |
| Sequoia Financial Advisors, LLC | 355.33K | Jun 30, 26 | -10.56K | 0.51% |
| HUNTINGTON NATIONAL BANK | 347.21K | Jun 30, 26 | -7.71K | 0.50% |
| Pathstone Holdings, LLC | 346.05K | Jun 30, 26 | +346.05K | 0.50% |
| Atlas Private Wealth Advisors | 345.13K | Jun 30, 26 | +24.12K | 0.50% |
| HANTZ FINANCIAL SERVICES, INC. | 319.39K | Jun 30, 26 | -8.88K | 0.46% |
| Waverly Advisors, LLC | 314.49K | Jun 30, 26 | +6.57K | 0.46% |
| Baird Financial Group, Inc. | 308.23K | Jun 30, 26 | -8.71K | 0.45% |
| ARCADIA INVESTMENT ADVISORS LLC | 307.36K | Jun 30, 26 | -3.66K | 0.44% |
| WELLS FARGO & COMPANY/MN | 296.90K | Jun 30, 26 | +10.74K | 0.43% |
| IAG Wealth Partners, LLC | 282.87K | Jun 30, 26 | +2.80K | 0.41% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 279.71K | Jun 30, 26 | -14.53K | 0.40% |
| BANK OF MONTREAL /CAN/ | 279.60K | Jun 30, 26 | +6.14K | 0.40% |
| UBS Group AG | 277.98K | Jun 30, 26 | -6.32K | 0.40% |
| WHITTIER TRUST CO | 268.29K | Jun 30, 26 | -7.50K | 0.39% |
| Friday Financial | 265.56K | Jun 30, 26 | +2.94K | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 256.19K | Jun 30, 26 | +12.19K | 0.37% |
| Kingsview Wealth Management, LLC | 243.68K | Jun 30, 26 | +36.70K | 0.35% |
| Savant Capital, LLC | 229.70K | Jun 30, 26 | +116.07K | 0.33% |
| Portus Wealth Advisors, LLC | 220.50K | Jun 30, 26 | -59.35K | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 220.36K | Jun 30, 26 | +21.55K | 0.32% |
| NICOLET BANKSHARES INC | 211.01K | Jun 30, 26 | +16.98K | 0.31% |
| NISA INVESTMENT ADVISORS, LLC | 199.00K | Jun 30, 26 | -- | 0.29% |
| JPMORGAN CHASE & CO | 190.83K | Jun 30, 26 | -5.95K | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 186.52K | Jun 30, 26 | -7.04K | 0.27% |
| Courage Miller Partners, LLC | 186.32K | Jun 30, 26 | -2.33K | 0.27% |
| TOBIAS FINANCIAL ADVISORS, INC. | 183.60K | Jun 30, 26 | +123 | 0.27% |
| Brady Martz Wealth Solutions, LLC | 177.77K | Jun 30, 26 | -535 | 0.26% |
| CVFG LLC | 172.13K | Jun 30, 26 | -1.62K | 0.25% |
| Mariner, LLC | 171.96K | Jun 30, 26 | +10.75K | 0.25% |
| Clearstead Advisors, LLC | 160.16K | Jun 30, 26 | +76 | 0.23% |
| Cambridge Investment Research Advisors, Inc. | 151.69K | Jun 30, 26 | -9.03K | 0.22% |
| Opal Wealth Advisors, LLC | 151.25K | Jun 30, 26 | +3.11K | 0.22% |
| Valmark Advisers, Inc. | 148.61K | Jun 30, 26 | -2.19K | 0.22% |
| Sterling Group Wealth Management, LLC | 141.42K | Jun 30, 26 | -14.46K | 0.20% |
| Walkner Condon Financial Advisors LLC | 140.66K | Jun 30, 26 | +1.66K | 0.20% |
| Equitable Holdings, Inc. | 137.27K | Jun 30, 26 | -127.20K | 0.20% |
| TD PRIVATE CLIENT WEALTH LLC | 136.63K | Jun 30, 26 | +21.54K | 0.20% |
| CWC Advisors, LLC. | 135.14K | Jun 30, 26 | -3.42K | 0.20% |
| Midwest Trust Co | 129.53K | Jun 30, 26 | -147 | 0.19% |
| Mutual Advisors, LLC | 128.89K | Jun 30, 26 | -88 | 0.19% |
| Colony Group, LLC | 126.39K | Jun 30, 26 | -1.10K | 0.18% |
| Capital Investment Advisors, LLC | 111.24K | Jun 30, 26 | -4.38K | 0.16% |
| NOVEM GROUP | 109.57K | Jun 30, 26 | +2.92K | 0.16% |
| TIEMANN INVESTMENT ADVISORS, LLC | 107.19K | Jun 30, 26 | -1.12K | 0.16% |
| Kestra Advisory Services, LLC | 101.08K | Jun 30, 26 | -22.14K | 0.15% |
| Chesley Taft & Associates LLC | 97.50K | Jun 30, 26 | +10.98K | 0.14% |
| JANE STREET GROUP, LLC | 92.81K | Jun 30, 26 | -1.51M | 0.13% |
| BTC Capital Management, Inc. | 91.46K | Jun 30, 26 | -- | 0.13% |
| Pinnacle Financial Partners, Inc. | 88.89K | Jun 30, 26 | +5.00K | 0.13% |
| Focus Financial Network, Inc. | 85.38K | Jun 30, 26 | -4.46K | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 84.05K | Jun 30, 26 | +2.55K | 0.12% |
| Cetera Investment Advisers | 82.80K | Jun 30, 26 | +1.80K | 0.12% |
| Cerity Partners Retirement Plan Advisors LLC | 82.74K | Jun 30, 26 | +12.54K | 0.12% |
| Freestone Capital Holdings, LLC | 81.04K | Jun 30, 26 | -- | 0.12% |
| Cerity Partners LLC | 77.42K | Jun 30, 26 | -984 | 0.11% |
| FIRST AMERICAN TRUST, FSB | 77.12K | Jun 30, 26 | -427 | 0.11% |
| Steward Partners Investment Advisory, LLC | 76.03K | Jun 30, 26 | -882 | 0.11% |
| Rockefeller Capital Management L.P. | 73.13K | Jun 30, 26 | +147 | 0.11% |
| MERIDIAN INVESTMENT COUNSEL INC. | 70.24K | Jun 30, 26 | -1.00K | 0.10% |
| GOLDMAN SACHS GROUP INC | 69.82K | Jun 30, 26 | +469 | 0.10% |
| Ironsides Asset Advisors, LLC | 69.13K | Jun 30, 26 | -1.43K | 0.10% |
| Beacon Pointe Advisors, LLC | 68.15K | Jun 30, 26 | +27.48K | 0.10% |
| MEITAV INVESTMENT HOUSE LTD | 64.49K | Jun 30, 26 | +11.97K | 0.09% |
| Financial Engines Advisors L.L.C. | 59.08K | Jun 30, 26 | -1.07K | 0.09% |
| HHM Wealth Advisors, LLC | 56.54K | Jun 30, 26 | -3.04K | 0.08% |
| SEI INVESTMENTS CO | 55.09K | Jun 30, 26 | +913 | 0.08% |
| Jupiter Topco LLC | 53.68K | Jun 30, 26 | +53.68K | 0.08% |
| OLD MISSION CAPITAL LLC | 52.53K | Jun 30, 26 | +52.53K | 0.08% |
| STIFEL FINANCIAL CORP | 50.93K | Jun 30, 26 | +5.63K | 0.07% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 50.61K | Jun 30, 26 | -2.34K | 0.07% |
| MONOGRAPH WEALTH ADVISORS, LLC | 49.66K | Jun 30, 26 | -- | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 48.23K | Jun 30, 26 | +3.50K | 0.07% |
| Belpointe Asset Management LLC | 44.36K | Jun 30, 26 | +11.78K | 0.06% |
| Creative Planning | 44.35K | Jun 30, 26 | +3.04K | 0.06% |
| BAILARD, INC. | 41.14K | Jun 30, 26 | -1.41K | 0.06% |
| ROYAL BANK OF CANADA | 38.71K | Jun 30, 26 | +101 | 0.06% |
| Tradition Wealth Management, LLC | 37.81K | Jun 30, 26 | +410 | 0.05% |
| Lido Advisors, LLC | 37.63K | Jun 30, 26 | -4.48K | 0.05% |
| Laraway Financial Advisors Inc | 36.34K | Jun 30, 26 | -504 | 0.05% |
| Farther Finance Advisors, LLC | 32.64K | Jun 30, 26 | -479 | 0.05% |
| Newman Dignan & Sheerar, Inc. | 30.60K | Jun 30, 26 | -609 | 0.04% |
| Bragg Financial Advisors, Inc | 30.04K | Jun 30, 26 | -- | 0.04% |
| FINANCIAL CONSULATE, INC | 29.66K | Jun 30, 26 | +44 | 0.04% |
| MML INVESTORS SERVICES, LLC | 29.20K | Jun 30, 26 | +4.91K | 0.04% |
| HBK Sorce Advisory LLC | 28.02K | Jun 30, 26 | -- | 0.04% |
| FULTON BANK, N.A. | 27.96K | Jun 30, 26 | +10.96K | 0.04% |
| RETIREMENT INCOME SOLUTIONS, INC | 26.56K | Jun 30, 26 | -2.56K | 0.04% |
| SAGE FINANCIAL GROUP INC | 25.98K | Jun 30, 26 | +166 | 0.04% |
| Apollon Wealth Management, LLC | 25.88K | Jun 30, 26 | -2.76K | 0.04% |
| US BANCORP \DE\ | 25.18K | Jun 30, 26 | +315 | 0.04% |
| Global Retirement Partners, LLC | 24.66K | Jun 30, 26 | +24.66K | 0.04% |
| Stonehage Fleming Financial Services Holdings Ltd | 23.79K | Jun 30, 26 | -- | 0.03% |
| WEDBUSH SECURITIES INC | 23.41K | Jun 30, 26 | +2.23K | 0.03% |
| BBR PARTNERS, LLC | 23.34K | Jun 30, 26 | -- | 0.03% |
| Rare Wolf Capital LLC | 21.30K | Jun 30, 26 | -- | 0.03% |
| Midwest Capital Advisors, LLC | 20.71K | Jun 30, 26 | +566 | 0.03% |
| Kagan Cocozza Asset Management | 20.13K | Jun 30, 26 | -978 | 0.03% |
| Capital Group Private Client Services, Inc. | 18.85K | Jun 30, 26 | -- | 0.03% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 18.17K | Jun 30, 26 | +2.28K | 0.03% |
| Western Wealth Management, LLC | 17.91K | Jun 30, 26 | -4.63K | 0.03% |
| Nuveen, LLC | 17.66K | Jun 30, 26 | +17.66K | 0.03% |
| BOKF, NA | 17.55K | Jun 30, 26 | -- | 0.03% |
| Iowa State Bank | 17.35K | Jun 30, 26 | -- | 0.03% |
| Simplicity Wealth,LLC | 16.83K | Jun 30, 26 | +2.89K | 0.02% |
| Ethic Inc. | 16.21K | Jun 30, 26 | -- | 0.02% |
| JOHNSON INVESTMENT COUNSEL INC | 15.96K | Jun 30, 26 | +1.21K | 0.02% |
| FMR LLC | 15.82K | Jun 30, 26 | +2.39K | 0.02% |
| Kure Advisory, LLC | 15.76K | Jun 30, 26 | -- | 0.02% |
| WFA of San Diego, LLC | 15.45K | Jun 30, 26 | -2.03K | 0.02% |
| Clarity Capital Advisors, LLC | 15.39K | Jun 30, 26 | -- | 0.02% |
| SMI Advisory Services, LLC | 14.68K | Jun 30, 26 | -19 | 0.02% |
| Towneley Capital Management, Inc / DE | 14.51K | Jun 30, 26 | +69 | 0.02% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14.38K | Jun 30, 26 | -3.71K | 0.02% |
| PRIVATE TRUST CO NA | 13.92K | Jun 30, 26 | +83 | 0.02% |
| Fortis Capital Advisors, LLC | 13.89K | Jun 30, 26 | +1.68K | 0.02% |
| VestGen Advisors, LLC | 13.85K | Jun 30, 26 | -2.51K | 0.02% |
| BLAIR WILLIAM & CO/IL | 13.77K | Jun 30, 26 | +139 | 0.02% |
| Bank of New York Mellon Corp | 13.65K | Jun 30, 26 | +1.80K | 0.02% |
| VESTIA PERSONAL WEALTH ADVISORS | 13.58K | Jun 30, 26 | -- | 0.02% |
| Cornerstone Wealth Management, LLC | 13.51K | Jun 30, 26 | -690 | 0.02% |
| SpringVest Wealth Management LLC | 13.38K | Jun 30, 26 | -136 | 0.02% |
| CI Private Wealth, LLC | 13.29K | Jun 30, 26 | -31.53K | 0.02% |
| MITCHELL CAPITAL MANAGEMENT CO | 13.03K | Jun 30, 26 | -111 | 0.02% |
| SECURITY NATIONAL BANK OF SO DAK | 12.98K | Jun 30, 26 | -- | 0.02% |
| KLINGENSTEIN FIELDS & CO LP | 12.60K | Jun 30, 26 | -- | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 12.51K | Jun 30, 26 | -81 | 0.02% |
| Bleakley Financial Group, LLC | 12.14K | Jun 30, 26 | +39 | 0.02% |
| Radnor Capital Management, LLC | 12.00K | Jun 30, 26 | -- | 0.02% |
| MAI Capital Management | 11.43K | Jun 30, 26 | -- | 0.02% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 11.38K | Jun 30, 26 | -243 | 0.02% |
| Betterment LLC | 11.28K | Jun 30, 26 | -897 | 0.02% |
| MONECO Advisors, LLC | 10.80K | Jun 30, 26 | -318 | 0.02% |
| Gladstone Institutional Advisory LLC | 10.58K | Jun 30, 26 | -- | 0.02% |
| Highview Capital Management LLC/DE/ | 10.54K | Jun 30, 26 | -- | 0.02% |
| Wealth Alliance Advisory Group, LLC | 10.38K | Jun 30, 26 | -36.98K | 0.02% |
| Stegner Investment Associates Inc. | 10.18K | Jun 30, 26 | +835 | 0.01% |
| DMC Group, LLC | 10.15K | Jun 30, 26 | +1.92K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 10.12K | Jun 30, 26 | -55 | 0.01% |
| FSM Wealth Advisors, LLC | 10.03K | Jun 30, 26 | +8 | 0.01% |
| Lantern Wealth Advisors, LLC | 9.95K | Jun 30, 26 | -- | 0.01% |
| Key FInancial Inc | 9.81K | Jun 30, 26 | -- | 0.01% |
| M&T BANK CORP | 9.66K | Jun 30, 26 | -380 | 0.01% |
| Strategic Financial Concepts, LLC | 9.63K | Jun 30, 26 | +173 | 0.01% |
| Avestar Capital, LLC | 9.36K | Jun 30, 26 | -- | 0.01% |
| Krilogy Financial LLC | 9.24K | Jun 30, 26 | +25 | 0.01% |
| CHOREO, LLC | 9.20K | Jun 30, 26 | -- | 0.01% |
| Janney Montgomery Scott LLC | 8.76K | Jun 30, 26 | -323 | 0.01% |
| ARS Investment Partners, LLC | 8.58K | Jun 30, 26 | -- | 0.01% |
| Cresset Asset Management, LLC | 8.56K | Jun 30, 26 | +8.56K | 0.01% |
| TODD ASSET MANAGEMENT LLC | 8.48K | Jun 30, 26 | +2.20K | 0.01% |
| PFG Investments, LLC | 8.37K | Jun 30, 26 | +8.37K | 0.01% |
| AE Wealth Management LLC | 8.35K | Jun 30, 26 | -2 | 0.01% |
| Sentry LLC | 8.25K | Jun 30, 26 | -- | 0.01% |
| Glassman Wealth Services | 7.86K | Jun 30, 26 | -202 | 0.01% |
| RENAISSANCE GROUP LLC | 7.66K | Jun 30, 26 | +7.66K | 0.01% |
| BIP Wealth, LLC | 7.38K | Jun 30, 26 | -339 | 0.01% |
| Center For Asset Management LLC | 7.10K | Jun 30, 26 | -- | 0.01% |
| Sage Mountain Advisors LLC | 7.07K | Jun 30, 26 | -- | 0.01% |
| Goelzer Investment Management, Inc. | 7.04K | Jun 30, 26 | +80 | 0.01% |
| Cooke Wealth Management, LLC | 7.01K | Jun 30, 26 | +1.25K | 0.01% |
| EP Wealth Advisors, LLC | 6.99K | Jun 30, 26 | -181 | 0.01% |
| Pinion Investment Advisors, LLC | 6.98K | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 6.86K | Jun 30, 26 | +2.69K | 0.01% |
| OLD NATIONAL BANCORP /IN/ | 6.81K | Jun 30, 26 | +6.81K | 0.01% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 6.80K | Jun 30, 26 | -- | 0.01% |
| PENNEY FINANCIAL, LLC | 6.54K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 6.49K | Jun 30, 26 | -- | 0.01% |
| RVW Wealth, LLC | 6.42K | Jun 30, 26 | -- | 0.01% |
| Smith & Howard Wealth Management, LLC | 6.41K | Jun 30, 26 | -- | 0.01% |
| WEALTHGARDEN F.S. LLC | 6.39K | Jun 30, 26 | -161 | 0.01% |
| Sharkey, Howes & Javer | 6.32K | Jun 30, 26 | -- | 0.01% |
| OpenArc Corporate Advisory, LLC | 6.29K | Jun 30, 26 | -203 | 0.01% |
| DEUTSCHE BANK AG\ | 6.15K | Jun 30, 26 | -- | 0.01% |
| FIRST NATIONAL TRUST CO | 5.92K | Jun 30, 26 | -- | 0.01% |
| CHAPMAN FINANCIAL GROUP, LLC | 5.78K | Jun 30, 26 | -- | 0.01% |
| Dakota Wealth Management | 5.66K | Jun 30, 26 | -21.57K | 0.01% |
| Redwood Financial Network Corp | 5.66K | Jun 30, 26 | +5.66K | 0.01% |
| Vise Technologies, Inc. | 5.56K | Jun 30, 26 | +5.56K | 0.01% |
| RFG - Bristol Wealth Advisors, LLC | 5.47K | Jun 30, 26 | +5.47K | 0.01% |
| BRIGHTON JONES LLC | 5.42K | Jun 30, 26 | +5.42K | 0.01% |
| REGIONS FINANCIAL CORP | 5.41K | Jun 30, 26 | +5.41K | 0.01% |
| GSB Wealth Management, LLC | 5.25K | Jun 30, 26 | +5.25K | 0.01% |
| National Philanthropic Trust | 5.24K | Jun 30, 26 | +5.24K | 0.01% |
| Atlantic Union Bankshares Corp | 5.22K | Jun 30, 26 | -- | 0.01% |
| Northwest Bancshares, Inc. | 5.17K | Jun 30, 26 | +5.17K | 0.01% |
| Drucker Wealth 3.0, LLC | 5.14K | Jun 30, 26 | +5.14K | 0.01% |
| True Link Financial Advisors, LLC | 5.11K | Jun 30, 26 | -2.21K | 0.01% |
| WASHINGTON TRUST Co | 5.03K | Jun 30, 26 | +5.03K | 0.01% |
| JFS WEALTH ADVISORS, LLC | 5.00K | Jun 30, 26 | +247 | 0.01% |
| First Pacific Financial | 4.40K | Jun 30, 26 | +51 | 0.01% |
| 10Elms LLP | 4.20K | Jun 30, 26 | +517 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.97K | Jun 30, 26 | +3.97K | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 3.47K | Jun 30, 26 | -988 | 0.01% |
| Private Wealth Management Group, LLC | 3.20K | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 3.08K | Jun 30, 26 | -- | 0.00% |
| GLENMEDE TRUST CO NA | 3.08K | Jun 30, 26 | -4 | 0.00% |
| CoreCap Advisors, LLC | 2.90K | Jun 30, 26 | +3 | 0.00% |
| Basepoint Wealth LLC | 2.54K | Jun 30, 26 | +30 | 0.00% |
| BlackRock, Inc. | 2.50K | Jun 30, 26 | +1.90K | 0.00% |
| SYM FINANCIAL Corp | 2.17K | Jun 30, 26 | +2.17K | 0.00% |
| TSFG, LLC | 1.97K | Jun 30, 26 | -- | 0.00% |
| Lavaca Capital LLC | 1.95K | Jun 30, 26 | +1.95K | 0.00% |
| Coston, McIsaac & Partners | 1.72K | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 1.48K | Jun 30, 26 | -- | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 1.40K | Jun 30, 26 | -- | 0.00% |
| FIRST COMMUNITY TRUST NA | 1.31K | Jun 30, 26 | -- | 0.00% |
| Newton One Investments LLC | 1.30K | Jun 30, 26 | -21 | 0.00% |
| TD Waterhouse Canada Inc. | 1.29K | Jun 30, 26 | +360 | 0.00% |
| Main Street Group, LTD | 1.28K | Jun 30, 26 | +2 | 0.00% |
| Cassaday & Co Wealth Management LLC | 1.19K | Jun 30, 26 | +231 | 0.00% |
| Tradewinds Capital Management, LLC | 1.04K | Jun 30, 26 | +450 | 0.00% |
| Ameritas Advisory Services, LLC | 1.04K | Jun 30, 26 | +1.04K | 0.00% |
| Synergy Investment Management, LLC | 963 | Jun 30, 26 | -705 | 0.00% |
| VANGUARD ADVISERS INC | 916 | Jun 30, 26 | -1.04K | 0.00% |
| Ronald Blue Trust, Inc. | 838 | Jun 30, 26 | -20 | 0.00% |
| SBI Securities Co., Ltd. | 786 | Jun 30, 26 | -20 | 0.00% |
| VIMA LLC | 750 | Jun 30, 26 | +750 | 0.00% |
| MCF Advisors LLC | 667 | Jun 30, 26 | -- | 0.00% |
| SouthState Corp | 621 | Jun 30, 26 | +621 | 0.00% |
| SIGNATUREFD, LLC | 561 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 540 | Jun 30, 26 | +178 | 0.00% |
| MTM Investment Management, LLC | 528 | Jun 30, 26 | -- | 0.00% |
| Smithfield Trust Co | 526 | Jun 30, 26 | +526 | 0.00% |
| NBC SECURITIES, INC. | 523 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 480 | Jun 30, 26 | -60 | 0.00% |
| BankPlus Trust Department | 468 | Jun 30, 26 | -- | 0.00% |
| Clean Yield Group | 462 | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 430 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 374 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 360 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 331 | Jun 30, 26 | -- | 0.00% |
| Joseph Group Capital Management | 322 | Jun 30, 26 | -- | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 305 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 242 | Jun 30, 26 | -- | 0.00% |
| Davis Capital Management | 238 | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 200 | Jun 30, 26 | -- | 0.00% |
| Atomic Invest LLC | 184 | Jun 30, 26 | -15 | 0.00% |
| FIFTH THIRD BANCORP | 170 | Jun 30, 26 | -983 | 0.00% |
| Spire Wealth Management | 154 | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 136 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 105 | Jun 30, 26 | -765 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 94 | Jun 30, 26 | +94 | 0.00% |
| Allworth Financial LP | 50 | Jun 30, 26 | +50 | 0.00% |
| BESSEMER GROUP INC | 25 | Jun 30, 26 | -- | 0.00% |
| Wilkerson Advisory Group LLC | 23 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | Jun 30, 26 | -128 | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Jun 30, 26 | -47.21K | -- |
| AdvisorNet Financial, Inc | -- | Jun 30, 26 | -174 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -35.20K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.51K | -- |
| 3EDGE Asset Management, LP | -- | Jun 30, 26 | -86.23K | -- |
| Everhart Financial Group, Inc. | -- | Jun 30, 26 | -38.10K | -- |
| RMB Capital Management, LLC | -- | Jun 30, 26 | -11.32K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -1.40K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -946 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -320 | -- |
| YANKCOM Partnership | -- | Jun 30, 26 | -1.54K | -- |
| Crews Bank & Trust | -- | Jun 30, 26 | -181 | -- |
| Van Hulzen Asset Management, LLC | -- | Jun 30, 26 | -6.78K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -6.65K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -800 | -- |
| Mill Creek Capital Advisors, LLC | 348.38K | Mar 31, 26 | +7.68K | 0.50% |
| Skopos Labs, Inc. | 12.56K | Mar 31, 26 | +1.19K | 0.02% |
| CWM, LLC | 8.69K | Mar 31, 26 | -1.19K | 0.01% |
| NICOLET ADVISORY SERVICES, LLC | 73.73K | Dec 31, 25 | +73.73K | 0.11% |
| CIBC Private Wealth Group, LLC | 4.46K | Dec 31, 25 | +3.03K | 0.01% |
| COMERICA BANK | 1.12K | Dec 31, 25 | +119 | 0.00% |
| PITCAIRN CO | 692.05K | Sep 30, 25 | -50.11K | 1.00% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 456.23K | Sep 30, 25 | -8.06K | 0.66% |
| SYNOVUS FINANCIAL CORP | 84.88K | Sep 30, 25 | -755 | 0.12% |
| Masso Torrence Wealth Management Inc. | 30.79K | Sep 30, 25 | +1.22K | 0.04% |
| Lokken Investment Group LLC | 30.13K | Sep 30, 25 | -909 | 0.04% |
| Wela Strategies, Inc. | 21.53K | Sep 30, 25 | -2.45K | 0.03% |
| WETHERBY ASSET MANAGEMENT INC | 7.98K | Sep 30, 25 | -- | 0.01% |
| Glenmede Investment Management, LP | 3.08K | Sep 30, 25 | -- | 0.00% |
| Lowe Wealth Advisors, LLC | 2.86K | Sep 30, 25 | -- | 0.00% |
| Priebe Wealth Holdings LLC | 76.86K | Jun 30, 25 | -18.67K | 0.11% |
| AVANTAX ADVISORY SERVICES, INC. | 30.72K | Jun 30, 25 | +30.72K | 0.04% |
| Wambolt & Associates, LLC | 11.52K | Jun 30, 25 | -243 | 0.02% |
| Blue Oak Capital, LLC | -- | Jun 30, 25 | -11.51K | -- |
| First Personal Financial Services | 205.26K | Sep 30, 24 | -1.46K | 0.30% |
| Raymond James Financial Services Advisors, Inc. | 181.47K | Sep 30, 24 | +12.49K | 0.26% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 73.27K | Sep 30, 24 | -163 | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 38.95K | Sep 30, 24 | -11.63K | 0.06% |
| Carmichael Hill & Associates, Inc. | 3.38K | Sep 30, 24 | -- | 0.00% |
| Abbrea Capital, LLC | 65.12K | Jun 30, 24 | -1.74K | 0.09% |
| EMFO, LLC | 754 | Jun 30, 24 | -- | 0.00% |
| Private Ocean, LLC | 132 | Jun 30, 24 | +132 | 0.00% |
| BlackRock Inc. | 18 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 19.36K | Mar 31, 24 | +41 | 0.03% |
| CAMBRIDGE TRUST CO | 5.61K | Mar 31, 24 | -255 | 0.01% |
| FOCUS FINANCIAL NETWORK INC /ADV | 273.98K | Dec 31, 23 | +273.98K | 0.40% |
| Ledge Wealth Management, Inc. | 101.08K | Dec 31, 23 | -39 | 0.15% |
| StrategIQ Financial Group, LLC | 33.95K | Dec 31, 23 | -282 | 0.05% |
| Curi Wealth Management, LLC | 11.32K | Dec 31, 23 | +146 | 0.02% |
| Simplicity Solutions, LLC | 8.36K | Dec 31, 23 | -- | 0.01% |
| Bartlett & Co. LLC | 331 | Dec 31, 23 | -- | 0.00% |
| DB Wealth Management Group, LLC | 18 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 188.63K | Sep 30, 23 | +39.23K | 0.27% |
| COLONY GROUP LLC | 165.54K | Sep 30, 23 | -250 | 0.24% |
| PRW Wealth Management LLC | -- | Sep 30, 23 | -13.79K | -- |
| Wealth CMT | 1.13M | Jun 30, 23 | +1.13M | 1.64% |
| TIAA, FSB | 19.66K | Jun 30, 23 | -17 | 0.03% |
| BerganKDV Wealth Management, LLC | 883 | Jun 30, 23 | -- | 0.00% |
| Domani Wealth, LLC | 145.90K | Mar 31, 23 | +65 | 0.21% |
| Quantitative Advantage, LLC | 93.05K | Mar 31, 23 | -4.86K | 0.13% |
| LeJeune Puetz Investment Counsel LLC | 9.38K | Mar 31, 23 | -- | 0.01% |
| Sargent Bickham Lagudis LLC | 194.76K | Dec 31, 22 | -8.71K | 0.28% |
| Personal Capital Advisors Corp | 17.03K | Dec 31, 22 | +17.03K | 0.02% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 2.38K | Dec 31, 22 | -- | 0.00% |
| BALASA DINVERNO & FOLTZ LLC | 36.75K | Sep 30, 22 | -5 | 0.05% |
| EATON VANCE MANAGEMENT | 14.50K | Sep 30, 22 | -- | 0.02% |
| Kore Private Wealth LLC | 12.75K | Sep 30, 22 | -119.36K | 0.02% |
| Brightworth | 10.13K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 6.90K | Sep 30, 22 | -- | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 3.29K | Sep 30, 22 | +3.29K | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -755 | -- |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 348 | Mar 31, 22 | -- | 0.00% |
| Clear Perspective Advisors, LLC | 14.75K | Dec 31, 21 | +2.50K | 0.02% |
| NEXT Financial Group, Inc | 840 | Dec 31, 21 | +14 | 0.00% |
| Carroll Financial Associates, Inc. | 632 | Dec 31, 21 | -- | 0.00% |
| QCI ASSET MANAGEMENT INC/NY | 14.45K | Sep 30, 21 | -- | 0.02% |
| Financial Consulate Inc. | 557.12K | Jun 30, 21 | +557.12K | 0.81% |
| PNC Managed Account Solutions, Inc. | 184 | Jun 30, 21 | +184 | 0.00% |
| Reby Advisors, LLC | 1.34M | Dec 31, 20 | +1.34M | 1.95% |
| SVA Wealth Management, LLC | 14.84K | Dec 31, 20 | -433 | 0.02% |
| Lenox Wealth Management, Inc. | 3.98K | Jun 30, 20 | +72 | 0.01% |
| Squar Milner Financial Services LLC | 23.80K | Mar 31, 20 | +4.91K | 0.03% |
| Advisor Group, Inc. | 116.79K | Dec 31, 19 | -368 | 0.17% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 42.05K | Dec 31, 19 | +42.05K | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7.23K | Dec 31, 19 | +1.14K | 0.01% |
| SUNTRUST BANKS INC | 1.61M | Sep 30, 19 | +527.23K | 2.33% |
| BOSTON ADVISORS LLC | 53.88K | Sep 30, 19 | +16.81K | 0.08% |
| Capital One Investing, Inc. | 41.37K | Sep 30, 19 | +14.83K | 0.06% |
| Belvedere Advisors LLC | -- | Jun 30, 19 | -2.25K | -- |
| Live Your Vision, LLC | 19.55K | Mar 31, 19 | -9.66K | 0.03% |
| WealthTrust Fairport, LLC | 14.23K | Mar 31, 19 | -- | 0.02% |
| NEXT Financial Holdings | 650 | Mar 31, 19 | +650 | 0.00% |
| Watermark Asset Management, Inc. | 68.65K | Dec 31, 18 | +16.40K | 0.10% |
| BREMER TRUST NATIONAL ASSOCIATION | 1.07K | Dec 31, 18 | +1.07K | 0.00% |
| KHP Capital, LLC | 16.63K | Sep 30, 18 | -1.08K | 0.02% |
| BB&T INVESTMENT SERVICES, INC. | 52 | Dec 31, 17 | +52 | 0.00% |
| Commonwealth Equity Services, Inc | 36.30K | Jun 30, 17 | +283 | 0.05% |
| Geneva Advisors, LLC | 13.39K | Jun 30, 17 | +2.41K | 0.02% |
| WFG Advisors, LP | 123 | Jun 30, 17 | +1 | 0.00% |
| TIAA CREF TRUST CO FSB/MO | 1.14M | Mar 31, 17 | +273.51K | 1.65% |
| VECTOR WEALTH MANAGEMENT, LLC | 24.91K | Dec 31, 16 | -115 | 0.04% |
| MSI Financial Services Inc | 1.65K | Dec 31, 16 | +27 | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -207 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 107.50K | Jun 30, 15 | +23.68K | 0.16% |
| Gary Goldberg Planning Services Inc | 75 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 23.65K | Sep 30, 14 | +2.21K | 0.03% |
| Jane Street Holding, LLC | 14.77K | Dec 31, 13 | -139.13K | 0.02% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -7.91K | -- |
| First Allied Securities, Inc. | 2.88K | Jun 30, 12 | -1.60K | 0.00% |
| CSI CAPITAL MANAGEMENT, INC. | -- | Jun 30, 11 | -138.22K | -- |
| RBC Phillips, Hager & North Investment Counsel Inc. | 6.20K | Sep 30, 09 | -- | 0.01% |