How do I set a price alert for DCOR?

To set a DCOR price alert on Stock Alarm Pro, navigate to the DCOR quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for DCOR?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for DCOR. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for DCOR?

Stock Alarm Pro supports over 125 trigger types for DCOR: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about DCOR price changes?

DCOR alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for DCOR alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for DCOR and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

DCOR Institutional Ownership & 13F Filings

U.S. Core Equity 1 Portfolio ETF Class Shares(DCOR)

$83.78—Stale · unknown old

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U.S. Core Equity 1 Portfolio ETF Class Shares(DCOR)

NYSE • Last print unknown agoAbout this data

$83.78—Stale · unknown old

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DCOR(DCOR)

DCOR

Institutional Ownership

Latest holdings as of Sep 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 267 Institutional Holders

Holder	Shares	Date	Change	% Held
BOYUM WEALTH ARCHITECTS LLC	3.17K	Sep 30, 26	-26	0.01%
CX Institutional	--	Sep 30, 26	-150	--
Financial Symmetry Inc	--	Sep 30, 26	-13.98K	--
Pure Financial Advisors, LLC	2.20M	Jun 30, 26	-37.70K	5.59%
Bernicke Wealth Management, Ltd.	1.98M	Jun 30, 26	+20.05K	5.04%
BRIGHTON JONES LLC	1.18M	Jun 30, 26	+154.49K	3.00%
LRI Investments, LLC	1.07M	Jun 30, 26	+82.43K	2.73%
Your Advocates Ltd., LLP	1.05M	Jun 30, 26	-14.05K	2.67%
Quantum Financial Advisors, LLC	894.76K	Jun 30, 26	+63.44K	2.28%
Rather & Kittrell, Inc.	726.30K	Jun 30, 26	+54.64K	1.85%
Fundamentum, LLC	664.26K	Jun 30, 26	+23.32K	1.69%
Foundations Investment Advisors, LLC	624.97K	Jun 30, 26	+30.96K	1.59%
MONOGRAPH WEALTH ADVISORS, LLC	567.40K	Jun 30, 26	+48.28K	1.45%
Private Advisor Group, LLC	544.14K	Jun 30, 26	-114.08K	1.39%
Resources Investment Advisors, LLC.	540.70K	Jun 30, 26	+23.75K	1.38%
Annandale Capital, LLC	503.75K	Jun 30, 26	+67.33K	1.28%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	461.69K	Jun 30, 26	-16.46K	1.18%
SC&H Financial Advisors, Inc.	452.20K	Jun 30, 26	+28.28K	1.15%
KFG WEALTH MANAGEMENT, LLC	407.97K	Jun 30, 26	-1.37K	1.04%
Keyes, Stange & Wooten Wealth Management, LLC	405.32K	Jun 30, 26	+22.88K	1.03%
BCO Wealth Management LLC	405.07K	Jun 30, 26	+6.87K	1.03%
GREAT OAK CAPITAL PARTNERS, LLC	400.42K	Jun 30, 26	+5.42K	1.02%
Hardy Reed LLC	397.07K	Jun 30, 26	+46.43K	1.01%
Sageworth Trust Co	372.38K	Jun 30, 26	+6.95K	0.95%
BEACON HILL WEALTH MANAGEMENT LTD.	347.77K	Jun 30, 26	+347.77K	0.89%
Betterment LLC	341.91K	Jun 30, 26	-1.21K	0.87%
Geneos Wealth Management Inc.	341.24K	Jun 30, 26	+10.94K	0.87%
Integrated Wealth Concepts LLC	336.50K	Jun 30, 26	-4.20K	0.86%
ENVESTNET ASSET MANAGEMENT INC	336.26K	Jun 30, 26	+40.88K	0.86%
ADVISOR GROUP HOLDINGS, INC.	330.07K	Jun 30, 26	+138.89K	0.84%
RIVERCHASE WEALTH MANAGEMENT, LLC	329.79K	Jun 30, 26	+12.45K	0.84%
Cambridge Investment Research Advisors, Inc.	298.56K	Jun 30, 26	+36.84K	0.76%
Vantage Point Financial LLC	284.21K	Jun 30, 26	-17.03K	0.72%
SageOak Financial, LLC	271.90K	Jun 30, 26	+1.71K	0.69%
Mariner, LLC	268.95K	Jun 30, 26	+31.55K	0.69%
Cypress Point Wealth Management, LLC	249.84K	Jun 30, 26	-3.71K	0.64%
Brinker Capital Investments, LLC	231.72K	Jun 30, 26	+7.55K	0.59%
Altiora Financial Group, LLC	223.16K	Jun 30, 26	+235	0.57%
COMMONWEALTH EQUITY SERVICES, LLC	211.73K	Jun 30, 26	+6.26K	0.54%
Amicus Financial Advisors, LLC	194.12K	Jun 30, 26	+128.74K	0.49%
Hutchens & Kramer Investment Management Group, LLC	193.80K	Jun 30, 26	-4.50K	0.49%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	178.80K	Jun 30, 26	+27.43K	0.46%
DecisionPoint Financial, LLC	166.39K	Jun 30, 26	+879	0.42%
Heritage Investment Group, Inc.	162.74K	Jun 30, 26	-5.49K	0.41%
Essential Planning, LLC.	162.40K	Jun 30, 26	+26.06K	0.41%
Farther Finance Advisors, LLC	155.90K	Jun 30, 26	-510	0.40%
Morton Capital Management LLC/CA	154.03K	Jun 30, 26	-522	0.39%
EverSource Wealth Advisors, LLC	153.13K	Jun 30, 26	-16.14K	0.39%
HEFFERNAN ADVISORY, INC	151.84K	Jun 30, 26	+3.98K	0.39%
PARK AVENUE SECURITIES LLC	145.12K	Jun 30, 26	+20.26K	0.37%
B&D White Capital Company, LLC	140.04K	Jun 30, 26	--	0.36%
M Holdings Securities, Inc.	135.28K	Jun 30, 26	-6.00K	0.34%
Aspen Capital Management, LLC	128.13K	Jun 30, 26	+10.29K	0.33%
Truepoint, Inc.	123.90K	Jun 30, 26	+541	0.32%
XY Planning Network, Inc.	119.33K	Jun 30, 26	+13.11K	0.30%
TWO SIGMA INVESTMENTS, LP	118.70K	Jun 30, 26	+118.70K	0.30%
Smartleaf Asset Management LLC	115.94K	Jun 30, 26	--	0.30%
ABLE Financial Group, LLC	113.39K	Jun 30, 26	-724	0.29%
Prospect Financial Group LLC	112.83K	Jun 30, 26	-620	0.29%
Sageworth Trust Co of South Dakota	111.54K	Jun 30, 26	+15.20K	0.28%
BDFS Capital LLC	111.49K	Jun 30, 26	+8.94K	0.28%
Keating Financial Advisory Services, Inc.	103.98K	Jun 30, 26	+13.70K	0.26%
BIP Wealth, LLC	102.75K	Jun 30, 26	+26.04K	0.26%
Elser Financial Planning, Inc	101.76K	Jun 30, 26	-1.00K	0.26%
HB Wealth Management, LLC	100.31K	Jun 30, 26	-2.37K	0.26%
Archford Capital Strategies, LLC	99.27K	Jun 30, 26	+1.44K	0.25%
Kestra Advisory Services, LLC	95.47K	Jun 30, 26	+11.27K	0.24%
LPL Financial LLC	94.39K	Jun 30, 26	+24.64K	0.24%
Integras Partners LLC	89.50K	Jun 30, 26	-590	0.23%
Vise Technologies, Inc.	86.55K	Jun 30, 26	+86.55K	0.22%
Plancorp, LLC	86.03K	Jun 30, 26	--	0.22%
Cloud Capital Management, LLC	83.54K	Jun 30, 26	-1.71K	0.21%
RAYMOND JAMES FINANCIAL INC	79.52K	Jun 30, 26	+8.30K	0.20%
WorthPointe, LLC	78.81K	Jun 30, 26	-9.14K	0.20%
Colony Group, LLC	76.91K	Jun 30, 26	+17.21K	0.20%
Eldridge Investment Advisors, Inc.	76.43K	Jun 30, 26	+12.06K	0.19%
GOLDMAN SACHS GROUP INC	76.23K	Jun 30, 26	+76.23K	0.19%
Selective Wealth Management, Inc.	76.11K	Jun 30, 26	+37.92K	0.19%
ENTREWEALTH, LLC	75.44K	Jun 30, 26	--	0.19%
Capital Investment Advisory Services, LLC	73.83K	Jun 30, 26	-2.88K	0.19%
Cyndeo Wealth Partners, LLC	71.29K	Jun 30, 26	+4.13K	0.18%
TCI Wealth Advisors, Inc.	71.17K	Jun 30, 26	+1.52K	0.18%
Wealth Advisors Northwest LLC	70.69K	Jun 30, 26	+14.78K	0.18%
Cerity Partners LLC	70.63K	Jun 30, 26	-945	0.18%
Allworth Financial LP	67.14K	Jun 30, 26	+4.99K	0.17%
HUTCHINSON CAPITAL MANAGEMENT/CA	65.87K	Jun 30, 26	+15.10K	0.17%
Asset One Wealth Management LLC	65.31K	Jun 30, 26	+804	0.17%
KESTRA PRIVATE WEALTH SERVICES, LLC	64.94K	Jun 30, 26	+64.94K	0.17%
Wealthspire Advisors, LLC	64.54K	Jun 30, 26	-1.82K	0.16%
Beacon Pointe Advisors, LLC	63.62K	Jun 30, 26	+21.89K	0.16%
Investment Advisory Group, LLC	61.02K	Jun 30, 26	+2.08K	0.16%
Simplicity Wealth,LLC	59.84K	Jun 30, 26	+42.20K	0.15%
Alpha Financial Advisors, LLC	57.37K	Jun 30, 26	--	0.15%
FMB WEALTH MANAGEMENT	56.41K	Jun 30, 26	+9.76K	0.14%
CreativeOne Wealth, LLC	54.94K	Jun 30, 26	+8.36K	0.14%
Global Retirement Partners, LLC	51.98K	Jun 30, 26	+51.98K	0.13%
Strathmore Capital Advisors, Inc.	48.76K	Jun 30, 26	+2.80K	0.12%
Burton Enright Welch	47.28K	Jun 30, 26	-2.34K	0.12%
GeoWealth Management, LLC	46.78K	Jun 30, 26	-255	0.12%
TRUIST FINANCIAL CORP	46.30K	Jun 30, 26	+87	0.12%
AQR CAPITAL MANAGEMENT LLC	42.37K	Jun 30, 26	+6.70K	0.11%
Outbound Financial Inc	41.87K	Jun 30, 26	-1.12K	0.11%
GOULD ASSET MANAGEMENT LLC /CA/	40.92K	Jun 30, 26	+2.48K	0.10%
USAdvisors Wealth Management, LLC	36.91K	Jun 30, 26	-1.65K	0.09%
Modera Wealth Management, LLC	34.01K	Jun 30, 26	--	0.09%
Mesirow Financial Investment Management, Inc.	33.90K	Jun 30, 26	+1.03K	0.09%
Prospera Financial Services Inc	33.57K	Jun 30, 26	+3.84K	0.09%
Note Advisors, LLC	33.35K	Jun 30, 26	+3.05K	0.08%
NORTHERN TRUST CORP	33.31K	Jun 30, 26	+14.62K	0.08%
COLDSTREAM CAPITAL MANAGEMENT INC	32.44K	Jun 30, 26	+352	0.08%
CPA Asset Management LLC	31.90K	Jun 30, 26	-78.78K	0.08%
MISSION WEALTH MANAGEMENT, LP	30.64K	Jun 30, 26	+3.51K	0.08%
SAX WEALTH ADVISORS, LLC	30.56K	Jun 30, 26	-3.50K	0.08%
Ashton Thomas Private Wealth, LLC	30.25K	Jun 30, 26	+53	0.08%
Savvy Advisors, Inc.	29.75K	Jun 30, 26	+13.85K	0.08%
BROWN ADVISORY INC	27.38K	Jun 30, 26	+27.38K	0.07%
BluePrint Investing LLC	26.21K	Jun 30, 26	+3.22K	0.07%
Lakewood Asset Management LLC	25.94K	Jun 30, 26	+19.47K	0.07%
marrick wealth, LLC	25.23K	Jun 30, 26	+2.52K	0.06%
Triad Wealth Partners, LLC	24.95K	Jun 30, 26	-8.10K	0.06%
MERCER GLOBAL ADVISORS INC /ADV	24.88K	Jun 30, 26	+354	0.06%
GRAND WEALTH MANAGEMENT, LLC	24.07K	Jun 30, 26	-257	0.06%
Glass Jacobson Investment Advisors llc	23.66K	Jun 30, 26	+354	0.06%
VESTIA PERSONAL WEALTH ADVISORS	23.54K	Jun 30, 26	+4.57K	0.06%
Goodman Financial Corp	23.46K	Jun 30, 26	--	0.06%
WPWealth LLP	21.33K	Jun 30, 26	+1.92K	0.05%
Onyx Financial Advisors, LLC	21.27K	Jun 30, 26	+68	0.05%
Capstone Wealth Management, Inc.	20.83K	Jun 30, 26	+316	0.05%
CALTON & ASSOCIATES, INC.	19.99K	Jun 30, 26	+4.15K	0.05%
Signal Advisors Wealth, LLC	18.30K	Jun 30, 26	+967	0.05%
JPMORGAN CHASE & CO	17.95K	Jun 30, 26	+3.43K	0.05%
KEYBANK NATIONAL ASSOCIATION/OH	17.79K	Jun 30, 26	-21	0.05%
Inspire Advisors, LLC	17.20K	Jun 30, 26	+17.20K	0.04%
Werba Rubin Papier Wealth Management	16.93K	Jun 30, 26	-609	0.04%
Sigma Planning Corp	16.15K	Jun 30, 26	+40	0.04%
Krilogy Financial LLC	15.67K	Jun 30, 26	+586	0.04%
Evanson Financial, LLC	15.35K	Jun 30, 26	+15.35K	0.04%
SCRATCH CAPITAL LLC	15.01K	Jun 30, 26	+777	0.04%
Merit Financial Group, LLC	14.86K	Jun 30, 26	+337	0.04%
Apella Capital, LLC	14.81K	Jun 30, 26	-472	0.04%
SUMMIT WEALTH GROUP LLC / CO	14.00K	Jun 30, 26	+257	0.04%
AlphaStar Capital Management, LLC	13.97K	Jun 30, 26	+10.85K	0.04%
Eqis Capital Management, Inc.	13.95K	Jun 30, 26	+75	0.04%
SILVER OAK SECURITIES, INCORPORATED	13.78K	Jun 30, 26	+2.09K	0.04%
Financial Engines Advisors L.L.C.	13.10K	Jun 30, 26	-987	0.03%
Apollon Financial, LLC	12.86K	Jun 30, 26	+12.86K	0.03%
Equitable Holdings, Inc.	12.77K	Jun 30, 26	+2.43K	0.03%
FIRETHORN WEALTH PARTNERS, LLC	12.45K	Jun 30, 26	+94	0.03%
Allodium Investment Consultants, LLC	11.89K	Jun 30, 26	+3.13K	0.03%
FIDUCIARY FINANCIAL GROUP, LLC	11.49K	Jun 30, 26	+280	0.03%
Shepherd Financial Partners LLC	11.15K	Jun 30, 26	+11.15K	0.03%
Stratos Wealth Partners, LTD.	10.79K	Jun 30, 26	+10.79K	0.03%
Perigon Wealth Management, LLC	10.65K	Jun 30, 26	--	0.03%
J.W. COLE ADVISORS, INC.	10.65K	Jun 30, 26	+487	0.03%
Painted Porch Advisors LLC	10.57K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10.57K	Jun 30, 26	+5.30K	0.03%
Sprinkle Financial Consultants LLC	9.99K	Jun 30, 26	+735	0.03%
MML INVESTORS SERVICES, LLC	9.94K	Jun 30, 26	+1.33K	0.03%
HRT FINANCIAL LP	9.67K	Jun 30, 26	+9.67K	0.02%
RCS Financial Planning, LLC	9.26K	Jun 30, 26	--	0.02%
Stirlingshire Investments, Inc.	9.12K	Jun 30, 26	-300	0.02%
MONEY CONCEPTS CAPITAL CORP	8.99K	Jun 30, 26	--	0.02%
Glassy Mountain Advisors, Inc.	8.75K	Jun 30, 26	+1.40K	0.02%
Colorado Capital Management, Inc.	8.02K	Jun 30, 26	+1.25K	0.02%
Foundry Financial LLC	7.87K	Jun 30, 26	+462	0.02%
EP Wealth Advisors, LLC	7.62K	Jun 30, 26	+1	0.02%
Root Financial Partners, LLC	7.39K	Jun 30, 26	-1.53K	0.02%
IFP Advisors, Inc	7.38K	Jun 30, 26	-113	0.02%
Greenspring Advisors, LLC	7.17K	Jun 30, 26	-244	0.02%
Buckingham Strategic Partners	7.00K	Jun 30, 26	+1.45K	0.02%
CWS Financial Advisors, LLC	6.82K	Jun 30, 26	+217	0.02%
ELEVATE WEALTH ADVISORY, INC	6.71K	Jun 30, 26	+3.37K	0.02%
First Financial Group Corp	6.67K	Jun 30, 26	+280	0.02%
MASECO LLP	6.51K	Jun 30, 26	-571	0.02%
Millstone Evans Group, LLC	6.09K	Jun 30, 26	+206	0.02%
Advyzon Investment Management, LLC	5.85K	Jun 30, 26	-25	0.01%
Yardley Wealth Management LLC	5.81K	Jun 30, 26	-112	0.01%
Cetera Investment Advisers	5.80K	Jun 30, 26	-121	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	5.56K	Jun 30, 26	+10	0.01%
Zhang Financial LLC	5.45K	Jun 30, 26	--	0.01%
GEM Asset Management, LLC	5.41K	Jun 30, 26	+1.00K	0.01%
Essex Financial Services, Inc.	5.27K	Jun 30, 26	+5.27K	0.01%
Parkwoods Wealth Partners, LLC	5.19K	Jun 30, 26	+983	0.01%
AE Wealth Management LLC	5.14K	Jun 30, 26	+1.40K	0.01%
Creative Planning	4.92K	Jun 30, 26	+1.22K	0.01%
XTX Topco Ltd	4.69K	Jun 30, 26	+4.69K	0.01%
Argent Trust Co	4.62K	Jun 30, 26	+4.62K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4.53K	Jun 30, 26	+4.53K	0.01%
Foundation Wealth Management, LLC\PA	4.47K	Jun 30, 26	--	0.01%
Nalls Sherbakoff Group, LLC	4.38K	Jun 30, 26	--	0.01%
Topsail Wealth Management, LLC	4.38K	Jun 30, 26	+1.19K	0.01%
StrongBox Wealth, LLC	4.11K	Jun 30, 26	+12	0.01%
JNBA Financial Advisors	4.05K	Jun 30, 26	+4.05K	0.01%
RAFFA WEALTH MANAGEMENT, LLC	3.97K	Jun 30, 26	--	0.01%
Exeter Financial, LLC	3.92K	Jun 30, 26	+409	0.01%
International Private Wealth Advisors LLC	3.84K	Jun 30, 26	+3.84K	0.01%
Financial Harvest, LLC	3.78K	Jun 30, 26	--	0.01%
VICTORY FINANCIAL GROUP, LLC	3.67K	Jun 30, 26	+34	0.01%
Woodside Wealth Management LLC	3.64K	Jun 30, 26	--	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	3.57K	Jun 30, 26	--	0.01%
Mustard Seed Financial, LLC	3.55K	Jun 30, 26	+15	0.01%
PRIVATE TRUST CO NA	3.20K	Jun 30, 26	+3.20K	0.01%
Broadhurst Jeffrey B	3.20K	Jun 30, 26	--	0.01%
BOYUM WEALTH ARCHITECTS LLC	3.19K	Jun 30, 26	--	0.01%
AMERIPRISE FINANCIAL INC	3.17K	Jun 30, 26	+3.17K	0.01%
Pacific Asset Management, LLC	3.13K	Jun 30, 26	--	0.01%
Savant Capital, LLC	2.88K	Jun 30, 26	+2.88K	0.01%
STIFEL FINANCIAL CORP	2.70K	Jun 30, 26	+2.70K	0.01%
OneAscent Financial Services LLC	2.69K	Jun 30, 26	+2.69K	0.01%
Concurrent Investment Advisors, LLC	2.67K	Jun 30, 26	+2.67K	0.01%
D.A. DAVIDSON & CO.	2.63K	Jun 30, 26	-146	0.01%
SRS Capital Advisors, Inc.	2.60K	Jun 30, 26	-254	0.01%
Disciplined Investors, L.L.C.	2.60K	Jun 30, 26	+2.60K	0.01%
Keystone Financial Services	2.46K	Jun 30, 26	+2.46K	0.01%
ROYAL BANK OF CANADA	2.37K	Jun 30, 26	+1.31K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	2.23K	Jun 30, 26	+2.23K	0.01%
Innovative Asset Advisors Group, LLC	2.14K	Jun 30, 26	-1.14K	0.01%
BANK OF MONTREAL /CAN/	1.75K	Jun 30, 26	--	0.00%
ASSETMARK, INC	1.65K	Jun 30, 26	+366	0.00%
Ares Financial Consulting, LLC	1.63K	Jun 30, 26	+476	0.00%
FMR LLC	1.27K	Jun 30, 26	+1.27K	0.00%
Strategic Investment Solutions, Inc. /IL	1.22K	Jun 30, 26	-996	0.00%
FIFTH THIRD BANCORP	1.12K	Jun 30, 26	-128	0.00%
Concord Wealth Partners	1.06K	Jun 30, 26	+1.06K	0.00%
HUNTINGTON NATIONAL BANK	809	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	677	Jun 30, 26	+2	0.00%
RHL GROUP, LLC	631	Jun 30, 26	+1	0.00%
Tower Research Capital LLC (TRC)	629	Jun 30, 26	+629	0.00%
NATIONAL BANK OF CANADA /FI/	613	Jun 30, 26	--	0.00%
MORGAN STANLEY	414	Jun 30, 26	+1	0.00%
WEST PACES ADVISORS INC.	371	Jun 30, 26	+371	0.00%
HAZLETT, BURT & WATSON, INC.	328	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	249	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	195	Jun 30, 26	+195	0.00%
Aptus Capital Advisors, LLC	152	Jun 30, 26	+1	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	131	Jun 30, 26	-5.01K	0.00%
FAS Wealth Partners, Inc.	130	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	118	Jun 30, 26	--	0.00%
Key Capital Management, INC	73	Jun 30, 26	+4	0.00%
VSM Wealth Advisory, LLC	62	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	54	Jun 30, 26	-599	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10	Jun 30, 26	+10	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	-1.07K	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-6.25K	--
Warwick Investment Management, Inc.	--	Jun 30, 26	-3.04K	--
Rossby Financial, LCC	--	Jun 30, 26	-979	--
Turtle Creek Wealth Advisors, LLC	--	Jun 30, 26	-167	--
Drucker Wealth 3.0, LLC	--	Jun 30, 26	-3.81K	--
UBS Group AG	--	Jun 30, 26	-62	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-1.41K	--
Baer Investment Advisory LLC	--	Jun 30, 26	-3.64K	--
ENTRUST FINANCIAL LLC	--	Jun 30, 26	-2.59K	--
Evanson Asset Management, LLC	14.53K	Mar 31, 26	+2.32K	0.04%
CWM, LLC	10.73K	Mar 31, 26	+7	0.03%
Claris Financial LLC	4.79K	Mar 31, 26	+14	0.01%
COMERICA BANK	57	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.88K	--
Copperleaf Capital, LLC	76.01K	Sep 30, 25	+6.86K	0.19%
Kathleen S. Wright Associates Inc.	16.34K	Sep 30, 25	+788	0.04%
Hemington Wealth Management	15.53K	Sep 30, 25	--	0.04%
Wealthstream Advisors, Inc.	7.42K	Sep 30, 25	+671	0.02%
AVANTAX ADVISORY SERVICES, INC.	6.35K	Jun 30, 25	+899	0.02%
Orion Portfolio Solutions, LLC	182.72K	Mar 31, 25	+11.78K	0.47%
Michael A. Dubis Financial Planning, LLC	21.59K	Mar 31, 25	+1.24K	0.06%
HBC Financial Services, PLLC	372	Dec 31, 24	+372	0.00%
KEATING WEALTH MANAGEMENT LLC	87.76K	Mar 31, 24	+87.76K	0.22%
Bromfield Sneider Wealth Advisors	9.21K	Mar 31, 24	+7.97K	0.02%

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Holder

Date

Change

% Held

BOYUM WEALTH ARCHITECTS LLC

3.17K

Sep 30, 26

-26

0.01%

CX Institutional

Sep 30, 26

-150

Financial Symmetry Inc

Sep 30, 26

-13.98K

Pure Financial Advisors, LLC

2.20M

Jun 30, 26

-37.70K

5.59%

Bernicke Wealth Management, Ltd.

1.98M

Jun 30, 26

+20.05K

5.04%

BRIGHTON JONES LLC

1.18M

Jun 30, 26

+154.49K

3.00%

LRI Investments, LLC

1.07M

Jun 30, 26

+82.43K

2.73%

Your Advocates Ltd., LLP

1.05M

Jun 30, 26

-14.05K

2.67%

Quantum Financial Advisors, LLC

894.76K

Jun 30, 26

+63.44K

2.28%

Rather & Kittrell, Inc.

726.30K

Jun 30, 26

+54.64K

1.85%

Fundamentum, LLC

664.26K

Jun 30, 26

+23.32K

1.69%

Foundations Investment Advisors, LLC

624.97K

Jun 30, 26

+30.96K

1.59%

MONOGRAPH WEALTH ADVISORS, LLC

567.40K

Jun 30, 26

+48.28K

1.45%

Private Advisor Group, LLC

544.14K

Jun 30, 26

-114.08K

1.39%

Resources Investment Advisors, LLC.

540.70K

Jun 30, 26

+23.75K

1.38%

Annandale Capital, LLC

503.75K

Jun 30, 26

+67.33K

1.28%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

461.69K

Jun 30, 26

-16.46K

1.18%

SC&H Financial Advisors, Inc.

452.20K

Jun 30, 26

+28.28K

1.15%

KFG WEALTH MANAGEMENT, LLC

407.97K

Jun 30, 26

-1.37K

1.04%

Keyes, Stange & Wooten Wealth Management, LLC

405.32K

Jun 30, 26

+22.88K

1.03%

BCO Wealth Management LLC

405.07K

Jun 30, 26

+6.87K

1.03%

GREAT OAK CAPITAL PARTNERS, LLC

400.42K

Jun 30, 26

+5.42K

1.02%

Hardy Reed LLC

397.07K

Jun 30, 26

+46.43K

1.01%

Sageworth Trust Co

372.38K

Jun 30, 26

+6.95K

0.95%

BEACON HILL WEALTH MANAGEMENT LTD.

347.77K

Jun 30, 26

+347.77K

0.89%

Betterment LLC

341.91K

Jun 30, 26

-1.21K

0.87%

Geneos Wealth Management Inc.

341.24K

Jun 30, 26

+10.94K

0.87%

Integrated Wealth Concepts LLC

336.50K

Jun 30, 26

-4.20K

0.86%

ENVESTNET ASSET MANAGEMENT INC

336.26K

Jun 30, 26

+40.88K

0.86%

ADVISOR GROUP HOLDINGS, INC.

330.07K

Jun 30, 26

+138.89K

0.84%

RIVERCHASE WEALTH MANAGEMENT, LLC

329.79K

Jun 30, 26

+12.45K

0.84%

Cambridge Investment Research Advisors, Inc.

298.56K

Jun 30, 26

+36.84K

0.76%

Vantage Point Financial LLC

284.21K

Jun 30, 26

-17.03K

0.72%

SageOak Financial, LLC

271.90K

Jun 30, 26

+1.71K

0.69%

Mariner, LLC

268.95K

Jun 30, 26

+31.55K

0.69%

Cypress Point Wealth Management, LLC

249.84K

Jun 30, 26

-3.71K

0.64%

Brinker Capital Investments, LLC

231.72K

Jun 30, 26

+7.55K

0.59%

Altiora Financial Group, LLC

223.16K

Jun 30, 26

+235

0.57%

COMMONWEALTH EQUITY SERVICES, LLC

211.73K

Jun 30, 26

+6.26K

0.54%

Amicus Financial Advisors, LLC

194.12K

Jun 30, 26

+128.74K

0.49%

Hutchens & Kramer Investment Management Group, LLC

193.80K

Jun 30, 26

-4.50K

0.49%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

178.80K

Jun 30, 26

+27.43K

0.46%

DecisionPoint Financial, LLC

166.39K

Jun 30, 26

+879

0.42%

Heritage Investment Group, Inc.

162.74K

Jun 30, 26

-5.49K

0.41%

Essential Planning, LLC.

162.40K

Jun 30, 26

+26.06K

0.41%

Farther Finance Advisors, LLC

155.90K

Jun 30, 26

-510

0.40%

Morton Capital Management LLC/CA

154.03K

Jun 30, 26

-522

0.39%

EverSource Wealth Advisors, LLC

153.13K

Jun 30, 26

-16.14K

0.39%

HEFFERNAN ADVISORY, INC

151.84K

Jun 30, 26

+3.98K

0.39%

PARK AVENUE SECURITIES LLC

145.12K

Jun 30, 26

+20.26K

0.37%

B&D White Capital Company, LLC

140.04K

Jun 30, 26

0.36%

M Holdings Securities, Inc.

135.28K

Jun 30, 26

-6.00K

0.34%

Aspen Capital Management, LLC

128.13K

Jun 30, 26

+10.29K

0.33%

Truepoint, Inc.

123.90K

Jun 30, 26

+541

0.32%

XY Planning Network, Inc.

119.33K

Jun 30, 26

+13.11K

0.30%

TWO SIGMA INVESTMENTS, LP

118.70K

Jun 30, 26

+118.70K

0.30%

Smartleaf Asset Management LLC

115.94K

Jun 30, 26

0.30%

ABLE Financial Group, LLC

113.39K

Jun 30, 26

-724

0.29%

Prospect Financial Group LLC

112.83K

Jun 30, 26

-620

0.29%

Sageworth Trust Co of South Dakota

111.54K

Jun 30, 26

+15.20K

0.28%

BDFS Capital LLC

111.49K

Jun 30, 26

+8.94K

0.28%

Keating Financial Advisory Services, Inc.

103.98K

Jun 30, 26

+13.70K

0.26%

BIP Wealth, LLC

102.75K

Jun 30, 26

+26.04K

0.26%

Elser Financial Planning, Inc

101.76K

Jun 30, 26

-1.00K

0.26%

HB Wealth Management, LLC

100.31K

Jun 30, 26

-2.37K

0.26%

Archford Capital Strategies, LLC

99.27K

Jun 30, 26

+1.44K

0.25%

Kestra Advisory Services, LLC

95.47K

Jun 30, 26

+11.27K

0.24%

LPL Financial LLC

94.39K

Jun 30, 26

+24.64K

0.24%

Integras Partners LLC

89.50K

Jun 30, 26

-590

0.23%

Vise Technologies, Inc.

86.55K

Jun 30, 26

+86.55K

0.22%

Plancorp, LLC

86.03K

Jun 30, 26

0.22%

Cloud Capital Management, LLC

83.54K

Jun 30, 26

-1.71K

0.21%

RAYMOND JAMES FINANCIAL INC

79.52K

Jun 30, 26

+8.30K

0.20%

WorthPointe, LLC

78.81K

Jun 30, 26

-9.14K

0.20%

Colony Group, LLC

76.91K

Jun 30, 26

+17.21K

0.20%

Eldridge Investment Advisors, Inc.

76.43K

Jun 30, 26

+12.06K

0.19%

GOLDMAN SACHS GROUP INC

76.23K

Jun 30, 26

+76.23K

0.19%

Selective Wealth Management, Inc.

76.11K

Jun 30, 26

+37.92K

0.19%

ENTREWEALTH, LLC

75.44K

Jun 30, 26

0.19%

Capital Investment Advisory Services, LLC

73.83K

Jun 30, 26

-2.88K

0.19%

Cyndeo Wealth Partners, LLC

71.29K

Jun 30, 26

+4.13K

0.18%

TCI Wealth Advisors, Inc.

71.17K

Jun 30, 26

+1.52K

0.18%

Wealth Advisors Northwest LLC

70.69K

Jun 30, 26

+14.78K

0.18%

Cerity Partners LLC

70.63K

Jun 30, 26

-945

0.18%

Allworth Financial LP

67.14K

Jun 30, 26

+4.99K

0.17%

HUTCHINSON CAPITAL MANAGEMENT/CA

65.87K

Jun 30, 26

+15.10K

0.17%

Asset One Wealth Management LLC

65.31K

Jun 30, 26

+804

0.17%

KESTRA PRIVATE WEALTH SERVICES, LLC

64.94K

Jun 30, 26

+64.94K

0.17%

Wealthspire Advisors, LLC

64.54K

Jun 30, 26

-1.82K

0.16%

Beacon Pointe Advisors, LLC

63.62K

Jun 30, 26

+21.89K

0.16%

Investment Advisory Group, LLC

61.02K

Jun 30, 26

+2.08K

0.16%

Simplicity Wealth,LLC

59.84K

Jun 30, 26

+42.20K

0.15%

Alpha Financial Advisors, LLC

57.37K

Jun 30, 26

0.15%

FMB WEALTH MANAGEMENT

56.41K

Jun 30, 26

+9.76K

0.14%

CreativeOne Wealth, LLC

54.94K

Jun 30, 26

+8.36K

0.14%

Global Retirement Partners, LLC

51.98K

Jun 30, 26

+51.98K

0.13%

Strathmore Capital Advisors, Inc.

48.76K

Jun 30, 26

+2.80K

0.12%

Burton Enright Welch

47.28K

Jun 30, 26

-2.34K

0.12%

GeoWealth Management, LLC

46.78K

Jun 30, 26

-255

0.12%

TRUIST FINANCIAL CORP

46.30K

Jun 30, 26

+87

0.12%

AQR CAPITAL MANAGEMENT LLC

42.37K

Jun 30, 26

+6.70K

0.11%

Outbound Financial Inc

41.87K

Jun 30, 26

-1.12K

0.11%

GOULD ASSET MANAGEMENT LLC /CA/

40.92K

Jun 30, 26

+2.48K

0.10%

USAdvisors Wealth Management, LLC

36.91K

Jun 30, 26

-1.65K

0.09%

Modera Wealth Management, LLC

34.01K

Jun 30, 26

0.09%

Mesirow Financial Investment Management, Inc.

33.90K

Jun 30, 26

+1.03K

0.09%

Prospera Financial Services Inc

33.57K

Jun 30, 26

+3.84K

0.09%

Note Advisors, LLC

33.35K

Jun 30, 26

+3.05K

0.08%

NORTHERN TRUST CORP

33.31K

Jun 30, 26

+14.62K

0.08%

COLDSTREAM CAPITAL MANAGEMENT INC

32.44K

Jun 30, 26

+352

0.08%

CPA Asset Management LLC

31.90K

Jun 30, 26

-78.78K

0.08%

MISSION WEALTH MANAGEMENT, LP

30.64K

Jun 30, 26

+3.51K

0.08%

SAX WEALTH ADVISORS, LLC

30.56K

Jun 30, 26

-3.50K

0.08%

Ashton Thomas Private Wealth, LLC

30.25K

Jun 30, 26

+53

0.08%

Savvy Advisors, Inc.

29.75K

Jun 30, 26

+13.85K

0.08%

BROWN ADVISORY INC

27.38K

Jun 30, 26

+27.38K

0.07%

BluePrint Investing LLC

26.21K

Jun 30, 26

+3.22K

0.07%

Lakewood Asset Management LLC

25.94K

Jun 30, 26

+19.47K

0.07%

marrick wealth, LLC

25.23K

Jun 30, 26

+2.52K

0.06%

Triad Wealth Partners, LLC

24.95K

Jun 30, 26

-8.10K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

24.88K

Jun 30, 26

+354

0.06%

GRAND WEALTH MANAGEMENT, LLC

24.07K

Jun 30, 26

-257

0.06%

Glass Jacobson Investment Advisors llc

23.66K

Jun 30, 26

+354

0.06%

VESTIA PERSONAL WEALTH ADVISORS

23.54K

Jun 30, 26

+4.57K

0.06%

Goodman Financial Corp

23.46K

Jun 30, 26

0.06%

WPWealth LLP

21.33K

Jun 30, 26

+1.92K

0.05%

Onyx Financial Advisors, LLC

21.27K

Jun 30, 26

+68

0.05%

Capstone Wealth Management, Inc.

20.83K

Jun 30, 26

+316

0.05%

CALTON & ASSOCIATES, INC.

19.99K

Jun 30, 26

+4.15K

0.05%

Signal Advisors Wealth, LLC

18.30K

Jun 30, 26

+967

0.05%

JPMORGAN CHASE & CO

17.95K

Jun 30, 26

+3.43K

0.05%

KEYBANK NATIONAL ASSOCIATION/OH

17.79K

Jun 30, 26

-21

0.05%

Inspire Advisors, LLC

17.20K

Jun 30, 26

+17.20K

0.04%

Werba Rubin Papier Wealth Management

16.93K

Jun 30, 26

-609

0.04%

Sigma Planning Corp

16.15K

Jun 30, 26

+40

0.04%

Krilogy Financial LLC

15.67K

Jun 30, 26

+586

0.04%

Evanson Financial, LLC

15.35K

Jun 30, 26

+15.35K

0.04%

SCRATCH CAPITAL LLC

15.01K

Jun 30, 26

+777

0.04%

Merit Financial Group, LLC

14.86K

Jun 30, 26

+337

0.04%

Apella Capital, LLC

14.81K

Jun 30, 26

-472

0.04%

SUMMIT WEALTH GROUP LLC / CO

14.00K

Jun 30, 26

+257

0.04%

AlphaStar Capital Management, LLC

13.97K

Jun 30, 26

+10.85K

0.04%

Eqis Capital Management, Inc.

13.95K

Jun 30, 26

+75

0.04%

SILVER OAK SECURITIES, INCORPORATED

13.78K

Jun 30, 26

+2.09K

0.04%

Financial Engines Advisors L.L.C.

13.10K

Jun 30, 26

-987

0.03%

Apollon Financial, LLC

12.86K

Jun 30, 26

+12.86K

0.03%

Equitable Holdings, Inc.

12.77K

Jun 30, 26

+2.43K

0.03%

FIRETHORN WEALTH PARTNERS, LLC

12.45K

Jun 30, 26

+94

0.03%

Allodium Investment Consultants, LLC

11.89K

Jun 30, 26

+3.13K

0.03%

FIDUCIARY FINANCIAL GROUP, LLC

11.49K

Jun 30, 26

+280

0.03%

Shepherd Financial Partners LLC

11.15K

Jun 30, 26

+11.15K

0.03%

Stratos Wealth Partners, LTD.

10.79K

Jun 30, 26

+10.79K

0.03%

Perigon Wealth Management, LLC

10.65K

Jun 30, 26

0.03%

J.W. COLE ADVISORS, INC.

10.65K

Jun 30, 26

+487

0.03%

Painted Porch Advisors LLC

10.57K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.57K

Jun 30, 26

+5.30K

0.03%

Sprinkle Financial Consultants LLC

9.99K

Jun 30, 26

+735

0.03%

MML INVESTORS SERVICES, LLC

9.94K

Jun 30, 26

+1.33K

0.03%

HRT FINANCIAL LP

9.67K

Jun 30, 26

+9.67K

0.02%

RCS Financial Planning, LLC

9.26K

Jun 30, 26

0.02%

Stirlingshire Investments, Inc.

9.12K

Jun 30, 26

-300

0.02%

MONEY CONCEPTS CAPITAL CORP

8.99K

Jun 30, 26

0.02%

Glassy Mountain Advisors, Inc.

8.75K

Jun 30, 26

+1.40K

0.02%

Colorado Capital Management, Inc.

8.02K

Jun 30, 26

+1.25K

0.02%

Foundry Financial LLC

7.87K

Jun 30, 26

+462

0.02%

EP Wealth Advisors, LLC

7.62K

Jun 30, 26

0.02%

Root Financial Partners, LLC

7.39K

Jun 30, 26

-1.53K

0.02%

IFP Advisors, Inc

7.38K

Jun 30, 26

-113

0.02%

Greenspring Advisors, LLC

7.17K

Jun 30, 26

-244

0.02%

Buckingham Strategic Partners

7.00K

Jun 30, 26

+1.45K

0.02%

CWS Financial Advisors, LLC

6.82K

Jun 30, 26

+217

0.02%

ELEVATE WEALTH ADVISORY, INC

6.71K

Jun 30, 26

+3.37K

0.02%

First Financial Group Corp

6.67K

Jun 30, 26

+280

0.02%

MASECO LLP

6.51K

Jun 30, 26

-571

0.02%

Millstone Evans Group, LLC

6.09K

Jun 30, 26

+206

0.02%

Advyzon Investment Management, LLC

5.85K

Jun 30, 26

-25

0.01%

Yardley Wealth Management LLC

5.81K

Jun 30, 26

-112

0.01%

Cetera Investment Advisers

5.80K

Jun 30, 26

-121

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

5.56K

Jun 30, 26

+10

0.01%

Zhang Financial LLC

5.45K

Jun 30, 26

0.01%

GEM Asset Management, LLC

5.41K

Jun 30, 26

+1.00K

0.01%

Essex Financial Services, Inc.

5.27K

Jun 30, 26

+5.27K

0.01%

Parkwoods Wealth Partners, LLC

5.19K

Jun 30, 26

+983

0.01%

AE Wealth Management LLC

5.14K

Jun 30, 26

+1.40K

0.01%

Creative Planning

4.92K

Jun 30, 26

+1.22K

0.01%

XTX Topco Ltd

4.69K

Jun 30, 26

+4.69K

0.01%

Argent Trust Co

4.62K

Jun 30, 26

+4.62K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

4.53K

Jun 30, 26

+4.53K

0.01%

Foundation Wealth Management, LLC\PA

4.47K

Jun 30, 26

0.01%

Nalls Sherbakoff Group, LLC

4.38K

Jun 30, 26

0.01%

Topsail Wealth Management, LLC

4.38K

Jun 30, 26

+1.19K

0.01%

StrongBox Wealth, LLC

4.11K

Jun 30, 26

+12

0.01%

JNBA Financial Advisors

4.05K

Jun 30, 26

+4.05K

0.01%

RAFFA WEALTH MANAGEMENT, LLC

3.97K

Jun 30, 26

0.01%

Exeter Financial, LLC

3.92K

Jun 30, 26

+409

0.01%

International Private Wealth Advisors LLC

3.84K

Jun 30, 26

+3.84K

0.01%

Financial Harvest, LLC

3.78K

Jun 30, 26

0.01%

VICTORY FINANCIAL GROUP, LLC

3.67K

Jun 30, 26

+34

0.01%

Woodside Wealth Management LLC

3.64K

Jun 30, 26

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

3.57K

Jun 30, 26

0.01%

Mustard Seed Financial, LLC

3.55K

Jun 30, 26

+15

0.01%

PRIVATE TRUST CO NA

3.20K

Jun 30, 26

+3.20K

0.01%

Broadhurst Jeffrey B

3.20K

Jun 30, 26

0.01%

BOYUM WEALTH ARCHITECTS LLC

3.19K

Jun 30, 26

0.01%

AMERIPRISE FINANCIAL INC

3.17K

Jun 30, 26

+3.17K

0.01%

Pacific Asset Management, LLC

3.13K

Jun 30, 26

0.01%

Savant Capital, LLC

2.88K

Jun 30, 26

+2.88K

0.01%

STIFEL FINANCIAL CORP

2.70K

Jun 30, 26

+2.70K

0.01%

OneAscent Financial Services LLC

2.69K

Jun 30, 26

+2.69K

0.01%

Concurrent Investment Advisors, LLC

2.67K

Jun 30, 26

+2.67K

0.01%

D.A. DAVIDSON & CO.

2.63K

Jun 30, 26

-146

0.01%

SRS Capital Advisors, Inc.

2.60K

Jun 30, 26

-254

0.01%

Disciplined Investors, L.L.C.

2.60K

Jun 30, 26

+2.60K

0.01%

Keystone Financial Services

2.46K

Jun 30, 26

+2.46K

0.01%

ROYAL BANK OF CANADA

2.37K

Jun 30, 26

+1.31K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

2.23K

Jun 30, 26

+2.23K

0.01%

Innovative Asset Advisors Group, LLC

2.14K

Jun 30, 26

-1.14K

0.01%

BANK OF MONTREAL /CAN/

1.75K

Jun 30, 26

0.00%

ASSETMARK, INC

1.65K

Jun 30, 26

+366

0.00%

Ares Financial Consulting, LLC

1.63K

Jun 30, 26

+476

0.00%

FMR LLC

1.27K

Jun 30, 26

+1.27K

0.00%

Strategic Investment Solutions, Inc. /IL

1.22K

Jun 30, 26

-996

0.00%

FIFTH THIRD BANCORP

1.12K

Jun 30, 26

-128

0.00%

Concord Wealth Partners

1.06K

Jun 30, 26

+1.06K

0.00%

HUNTINGTON NATIONAL BANK

809

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

677

Jun 30, 26

0.00%

RHL GROUP, LLC

631

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

629

Jun 30, 26

+629

0.00%

NATIONAL BANK OF CANADA /FI/

613

Jun 30, 26

0.00%

MORGAN STANLEY

414

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

371

Jun 30, 26

+371

0.00%

HAZLETT, BURT & WATSON, INC.

328

Jun 30, 26

0.00%

Dunhill Financial, LLC

249

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

195

Jun 30, 26

+195

0.00%

Aptus Capital Advisors, LLC

152

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

131

Jun 30, 26

-5.01K

0.00%

FAS Wealth Partners, Inc.

130

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

118

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

-599

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

+10

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-1.07K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-6.25K

Warwick Investment Management, Inc.

Jun 30, 26

-3.04K

Rossby Financial, LCC

Jun 30, 26

-979

Turtle Creek Wealth Advisors, LLC

Jun 30, 26

-167

Drucker Wealth 3.0, LLC

Jun 30, 26

-3.81K

UBS Group AG

Jun 30, 26

-62

Ronald Blue Trust, Inc.

Jun 30, 26

-1.41K

Baer Investment Advisory LLC

Jun 30, 26

-3.64K

ENTRUST FINANCIAL LLC

Jun 30, 26

-2.59K

Evanson Asset Management, LLC

14.53K

Mar 31, 26

+2.32K

0.04%

CWM, LLC

10.73K

Mar 31, 26

0.03%

Claris Financial LLC

4.79K

Mar 31, 26

+14

0.01%

COMERICA BANK

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.88K

Copperleaf Capital, LLC

76.01K

Sep 30, 25

+6.86K

0.19%

Kathleen S. Wright Associates Inc.

16.34K

Sep 30, 25

+788

0.04%

Hemington Wealth Management

15.53K

Sep 30, 25

0.04%

Wealthstream Advisors, Inc.

7.42K

Sep 30, 25

+671

0.02%

AVANTAX ADVISORY SERVICES, INC.

6.35K

Jun 30, 25

+899

0.02%

Orion Portfolio Solutions, LLC

182.72K

Mar 31, 25

+11.78K

0.47%

Michael A. Dubis Financial Planning, LLC

21.59K

Mar 31, 25

+1.24K

0.06%

HBC Financial Services, PLLC

372

Dec 31, 24

+372

0.00%

KEATING WEALTH MANAGEMENT LLC

87.76K

Mar 31, 24

+87.76K

0.22%

Bromfield Sneider Wealth Advisors

9.21K

Mar 31, 24

+7.97K

0.02%