WisdomTree Emerging Markets High Dividend Fund(DEM)

$55.64—Stale · unknown old

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WisdomTree Emerging Markets High Dividend Fund(DEM)

NYSE • Last print unknown ago

$55.64—Stale · unknown old

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DEM(DEM)

DEM

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Institutional Ownership

Top 524 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	10.36M	Jun 30, 26	+504.79K	14.33%
BANK OF AMERICA CORP /DE/	7.30M	Jun 30, 26	+198.08K	10.10%
WELLS FARGO & COMPANY/MN	3.25M	Jun 30, 26	+20.14K	4.49%
LPL Financial LLC	2.15M	Jun 30, 26	-86.01K	2.98%
Creative Planning	2.14M	Jun 30, 26	-21.30K	2.97%
UBS Group AG	1.96M	Jun 30, 26	-9.25K	2.71%
Kestra Investment Management, LLC	1.68M	Jun 30, 26	-233.35K	2.32%
AMERIPRISE FINANCIAL INC	1.57M	Jun 30, 26	-235.73K	2.17%
ENVESTNET ASSET MANAGEMENT INC	1.41M	Jun 30, 26	+41.73K	1.95%
MERCER GLOBAL ADVISORS INC /ADV	810.96K	Jun 30, 26	+19.52K	1.12%
ROYAL BANK OF CANADA	733.89K	Jun 30, 26	+39.09K	1.02%
JPMORGAN CHASE & CO	671.88K	Jun 30, 26	+20.43K	0.93%
RAYMOND JAMES FINANCIAL INC	665.51K	Jun 30, 26	-50.50K	0.92%
Cetera Investment Advisers	595.29K	Jun 30, 26	-10.16K	0.82%
COMMONWEALTH EQUITY SERVICES, LLC	475.80K	Jun 30, 26	-133.59K	0.66%
Kestra Advisory Services, LLC	435.79K	Jun 30, 26	-9.78K	0.60%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	434.77K	Jun 30, 26	+41.47K	0.60%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	402.72K	Jun 30, 26	-16.04K	0.56%
Private Advisor Group, LLC	399.30K	Jun 30, 26	+381.88K	0.55%
ASPIRIANT, LLC	360.84K	Jun 30, 26	-24.30K	0.50%
STATE OF WISCONSIN INVESTMENT BOARD	311.42K	Jun 30, 26	--	0.43%
ASSETMARK, INC	295.95K	Jun 30, 26	-83.44K	0.41%
Rockefeller Capital Management L.P.	294.72K	Jun 30, 26	+760	0.41%
Baird Financial Group, Inc.	287.92K	Jun 30, 26	+19.87K	0.40%
CANANDAIGUA NATIONAL BANK & TRUST CO	270.84K	Jun 30, 26	+270.84K	0.37%
STIFEL FINANCIAL CORP	259.41K	Jun 30, 26	+7.24K	0.36%
Linscomb & Williams, Inc.	252.25K	Jun 30, 26	-21.20K	0.35%
Valmark Advisers, Inc.	250.22K	Jun 30, 26	+802	0.35%
ALLIANCEBERNSTEIN L.P.	245.60K	Jun 30, 26	+4.00K	0.34%
Baker Avenue Asset Management, LP	229.67K	Jun 30, 26	-7.23K	0.32%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	228.85K	Jun 30, 26	+10.92K	0.32%
M&T BANK CORP	217.47K	Jun 30, 26	+6.13K	0.30%
D.A. DAVIDSON & CO.	196.24K	Jun 30, 26	+10.42K	0.27%
CITADEL ADVISORS LLC	183.81K	Jun 30, 26	+183.81K	0.25%
WILEY BROS.-AINTREE CAPITAL, LLC	180.23K	Jun 30, 26	+1.13K	0.25%
AssuredPartners Investment Advisors, LLC	172.45K	Jun 30, 26	+2.14K	0.24%
Nan Shan Life Insurance Co., Ltd.	170.00K	Jun 30, 26	+170.00K	0.24%
Inspire Advisors, LLC	167.63K	Jun 30, 26	+1.75K	0.23%
TD PRIVATE CLIENT WEALTH LLC	164.31K	Jun 30, 26	+3.27K	0.23%
Private Wealth Advisors, LLC	160.71K	Jun 30, 26	-11.46K	0.22%
Hamilton Wealth, LLC	158.99K	Jun 30, 26	+149.96K	0.22%
HUNTINGTON NATIONAL BANK	136.99K	Jun 30, 26	-3.93K	0.19%
Janney Montgomery Scott LLC	133.94K	Jun 30, 26	-959	0.19%
Cascade Financial Partners, LLC	129.28K	Jun 30, 26	+1.95K	0.18%
Cheviot Value Management, LLC	127.51K	Jun 30, 26	+86	0.18%
ARBOR TRUST WEALTH ADVISORS, LLC	123.88K	Jun 30, 26	-4.77K	0.17%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	123.11K	Jun 30, 26	-2.08K	0.17%
Cornerstone Wealth Group, LLC	121.28K	Jun 30, 26	-968	0.17%
Equitable Holdings, Inc.	116.25K	Jun 30, 26	-15.86K	0.16%
Integrated Wealth Concepts LLC	111.45K	Jun 30, 26	+101.67K	0.15%
OLD MISSION CAPITAL LLC	105.63K	Jun 30, 26	-19.58K	0.15%
ADVISOR GROUP HOLDINGS, INC.	98.83K	Jun 30, 26	+25.30K	0.14%
Freedom Day Solutions, LLC	96.23K	Jun 30, 26	+33.99K	0.13%
Stonebridge Wealth Management, LLC	96.09K	Jun 30, 26	+478	0.13%
Old Port Advisors	94.20K	Jun 30, 26	+2.21K	0.13%
Brinker Capital Investments, LLC	90.40K	Jun 30, 26	-7.02K	0.13%
Investors Research Corp	88.58K	Jun 30, 26	+6.83K	0.12%
FIFTH THIRD BANCORP	88.45K	Jun 30, 26	-1.31K	0.12%
Koshinski Asset Management, Inc.	84.54K	Jun 30, 26	+9.84K	0.12%
Steward Partners Investment Advisory, LLC	83.11K	Jun 30, 26	-386	0.11%
Vestmark Advisory Solutions, Inc.	76.17K	Jun 30, 26	+8.23K	0.11%
Meramec Financial Planners, LLC	75.59K	Jun 30, 26	-30.42K	0.10%
Endowment Wealth Management, Inc.	74.81K	Jun 30, 26	+4.70K	0.10%
Miracle Mile Advisors, LLC	74.05K	Jun 30, 26	+1.54K	0.10%
Colony Group, LLC	73.38K	Jun 30, 26	-13.74K	0.10%
Waverly Advisors, LLC	71.18K	Jun 30, 26	-2.56K	0.10%
CAPTRUST FINANCIAL ADVISORS	70.36K	Jun 30, 26	-1.72K	0.10%
CI Private Wealth, LLC	69.34K	Jun 30, 26	+5.53K	0.10%
MML INVESTORS SERVICES, LLC	67.56K	Jun 30, 26	+17.99K	0.09%
Good Harbor Advisors, Inc.	67.23K	Jun 30, 26	+6.45K	0.09%
VIEWPOINT INVESTMENT PARTNERS CORP	65.60K	Jun 30, 26	+4.15K	0.09%
Capital Analysts, LLC	64.90K	Jun 30, 26	+39	0.09%
ROTHSCHILD INVESTMENT LLC	64.67K	Jun 30, 26	+21.27K	0.09%
J.W. COLE ADVISORS, INC.	63.30K	Jun 30, 26	+1.30K	0.09%
Beacon Pointe Advisors, LLC	62.84K	Jun 30, 26	-1.89K	0.09%
Regal Investment Advisors LLC	60.81K	Jun 30, 26	-13.75K	0.08%
Summit Global Investments	58.58K	Jun 30, 26	+411	0.08%
Axis Wealth Partners, LLC	54.92K	Jun 30, 26	-3.10K	0.08%
Apeiron RIA LLC	54.88K	Jun 30, 26	-767	0.08%
Sanctuary Advisors, LLC	54.02K	Jun 30, 26	+1.33K	0.07%
HighTower Advisors, LLC	53.65K	Jun 30, 26	-206	0.07%
CITIGROUP INC	50.28K	Jun 30, 26	+10.72K	0.07%
FMR LLC	50.27K	Jun 30, 26	+343	0.07%
Advisory Services Network, LLC	49.01K	Jun 30, 26	+2.88K	0.07%
Dynamic Advisor Solutions LLC	45.42K	Jun 30, 26	+1.25K	0.06%
FFG RETIREMENT ADVISORS LLC	42.27K	Jun 30, 26	+153	0.06%
Collaborative Wealth Managment Inc.	40.42K	Jun 30, 26	+5.28K	0.06%
WealthPlan Investment Management, LLC	39.87K	Jun 30, 26	+1.67K	0.06%
MOODY NATIONAL BANK TRUST DIVISION	39.75K	Jun 30, 26	--	0.05%
GREENLEAF TRUST	39.37K	Jun 30, 26	+2.45K	0.05%
EVOLVE PRIVATE WEALTH, LLC	37.07K	Jun 30, 26	-1.59K	0.05%
CX Institutional	35.94K	Jun 30, 26	+750	0.05%
NewSquare Capital LLC	35.65K	Jun 30, 26	+844	0.05%
BANK OF MONTREAL /CAN/	35.27K	Jun 30, 26	-561	0.05%
First City Capital Management, Inc.	35.04K	Jun 30, 26	+1.30K	0.05%
Rathbones Group PLC	33.32K	Jun 30, 26	-2.55K	0.05%
CUSTOM INDEX SYSTEMS, LLC	32.58K	Jun 30, 26	+1.51K	0.05%
McKinley Carter Wealth Services, Inc.	32.26K	Jun 30, 26	+1.51K	0.04%
Wealthfront Advisers LLC	31.21K	Jun 30, 26	+1.08K	0.04%
NORTHERN TRUST CORP	30.50K	Jun 30, 26	+3.73K	0.04%
IFP Advisors, Inc	30.42K	Jun 30, 26	-8.76K	0.04%
Asset One Wealth Management LLC	28.96K	Jun 30, 26	+813	0.04%
MBA Advisors LLC	28.73K	Jun 30, 26	-218	0.04%
GFS Advisors, LLC	27.73K	Jun 30, 26	-526	0.04%
Eagle Strategies LLC	27.63K	Jun 30, 26	-1.60K	0.04%
Cambridge Investment Research Advisors, Inc.	27.54K	Jun 30, 26	-915	0.04%
Financial Partners Group, Inc	27.22K	Jun 30, 26	+1.11K	0.04%
SHARPEPOINT LLC	26.96K	Jun 30, 26	+1.87K	0.04%
Wealthcare Advisory Partners LLC	26.81K	Jun 30, 26	+2.44K	0.04%
Sincerus Advisory, LLC	26.08K	Jun 30, 26	-279	0.04%
Independent Advisor Alliance	25.61K	Jun 30, 26	-6.45K	0.04%
NBC SECURITIES, INC.	25.28K	Jun 30, 26	-945	0.03%
JONES FINANCIAL COMPANIES LLLP	25.22K	Jun 30, 26	+5.36K	0.03%
Cartesian Growth Corp	24.57K	Jun 30, 26	+24.57K	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	24.49K	Jun 30, 26	-64	0.03%
Mirador Capital Partners LP	24.38K	Jun 30, 26	-1.53K	0.03%
BEACON FINANCIAL GROUP	24.14K	Jun 30, 26	-3.80K	0.03%
NATIONAL BANK OF CANADA /FI/	23.60K	Jun 30, 26	+434	0.03%
VestGen Advisors, LLC	23.45K	Jun 30, 26	+3.57K	0.03%
Summit Financial, LLC	22.13K	Jun 30, 26	-332	0.03%
Bank of New York Mellon Corp	21.56K	Jun 30, 26	-1.30K	0.03%
Element Wealth, LLC	20.95K	Jun 30, 26	-92	0.03%
Evanson Financial, LLC	20.70K	Jun 30, 26	+20.70K	0.03%
WCG Wealth Advisors LLC	20.60K	Jun 30, 26	-3.81K	0.03%
Great Diamond Partners, LLC	20.52K	Jun 30, 26	+52	0.03%
ISLAY CAPITAL MANAGEMENT, LLC	20.34K	Jun 30, 26	-4.53K	0.03%
PARK AVENUE SECURITIES LLC	19.53K	Jun 30, 26	+364	0.03%
Avos Capital Management, LLC	19.32K	Jun 30, 26	-3.31K	0.03%
Pasadena Private Wealth, LLC	19.21K	Jun 30, 26	+1.25K	0.03%
Next Level Private LLC	19.14K	Jun 30, 26	+254	0.03%
Index Technologies Group LLC	19.02K	Jun 30, 26	+871	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	18.54K	Jun 30, 26	-43	0.03%
Lido Advisors, LLC	18.07K	Jun 30, 26	-928	0.02%
Avidian Wealth Solutions, LLC	17.87K	Jun 30, 26	+449	0.02%
Ashton Thomas Private Wealth, LLC	17.82K	Jun 30, 26	+3.84K	0.02%
J2 Capital Management Inc	17.69K	Jun 30, 26	+17.69K	0.02%
SBI Securities Co., Ltd.	16.93K	Jun 30, 26	+33	0.02%
BlueStem Wealth Partners, LLC	16.77K	Jun 30, 26	+644	0.02%
NORTHCAPE WEALTH MANAGEMENT, LLC	16.47K	Jun 30, 26	-90	0.02%
Fearless Solutions, LLC dba Best Invest	16.25K	Jun 30, 26	-2	0.02%
Osprey Private Wealth LLC	16.04K	Jun 30, 26	-63	0.02%
KRAEMATON INVESTMENT ADVISORS, INC	15.91K	Jun 30, 26	-477	0.02%
BRANDYWINE OAK PRIVATE WEALTH LLC	15.88K	Jun 30, 26	--	0.02%
Stratos Wealth Advisors, LLC	15.67K	Jun 30, 26	-166	0.02%
GREEN SQUARE CAPITAL ADVISORS LLC	15.66K	Jun 30, 26	+172	0.02%
Sunbeam Capital Management, LLC	15.50K	Jun 30, 26	+15.50K	0.02%
Wealth Alliance	15.49K	Jun 30, 26	+5.04K	0.02%
Farther Finance Advisors, LLC	15.16K	Jun 30, 26	-559	0.02%
MISSION WEALTH MANAGEMENT, LP	15.09K	Jun 30, 26	+3.67K	0.02%
Newbridge Financial Services Group, Inc.	14.92K	Jun 30, 26	-335	0.02%
JNBA Financial Advisors	14.62K	Jun 30, 26	-37	0.02%
Financial Engines Advisors L.L.C.	14.49K	Jun 30, 26	-1.65K	0.02%
WADDELL & ASSOCIATES, LLC	14.48K	Jun 30, 26	--	0.02%
Integrity Advisory Solutions, LLC	13.87K	Jun 30, 26	+1.45K	0.02%
ERn Financial, LLC	13.60K	Jun 30, 26	-301	0.02%
Camelot Portfolios, LLC	13.45K	Jun 30, 26	-434	0.02%
Mariner, LLC	13.44K	Jun 30, 26	-262.33K	0.02%
LAZARD ASSET MANAGEMENT LLC	13.30K	Jun 30, 26	+13.08K	0.02%
Barnes Wealth Management Group, Inc	13.21K	Jun 30, 26	-382	0.02%
Summit Wealth Partners, LLC	12.88K	Jun 30, 26	-219	0.02%
Bleakley Financial Group, LLC	12.83K	Jun 30, 26	+1.23K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	12.65K	Jun 30, 26	+7.08K	0.02%
Gateway Wealth Partners, LLC	12.64K	Jun 30, 26	-12.66K	0.02%
ROMANO BROTHERS AND COMPANY	12.55K	Jun 30, 26	--	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	12.48K	Jun 30, 26	+900	0.02%
Apollon Wealth Management, LLC	12.31K	Jun 30, 26	+4.69K	0.02%
Arkadios Wealth Advisors	12.09K	Jun 30, 26	+898	0.02%
ALTFEST L J & CO INC	11.67K	Jun 30, 26	+290	0.02%
INSIGNEO ADVISORY SERVICES, LLC	11.56K	Jun 30, 26	+595	0.02%
Montecito Bank & Trust	11.41K	Jun 30, 26	--	0.02%
Rockingstone Advisors LLC	11.20K	Jun 30, 26	--	0.02%
SOUTH PLAINS FINANCIAL, INC.	11.04K	Jun 30, 26	--	0.02%
Berger Financial Group, Inc	11.01K	Jun 30, 26	-554	0.02%
Able Wealth Management LLC	10.96K	Jun 30, 26	-5.64K	0.02%
Krilogy Financial LLC	10.89K	Jun 30, 26	+137	0.02%
Pensionmark Financial Group, LLC	10.63K	Jun 30, 26	-93	0.01%
OPPENHEIMER & CO INC	10.59K	Jun 30, 26	+1.17K	0.01%
Portland Financial Advisors Inc	10.45K	Jun 30, 26	-249	0.01%
TITLEIST ASSET MANAGEMENT, LLC	10.34K	Jun 30, 26	+911	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	9.90K	Jun 30, 26	+2.63K	0.01%
Total Clarity Wealth Management, Inc.	9.83K	Jun 30, 26	-367	0.01%
Snowden Capital Advisors LLC	9.75K	Jun 30, 26	+3.12K	0.01%
Galvin, Gaustad & Stein, LLC	9.52K	Jun 30, 26	+413	0.01%
CreativeOne Wealth, LLC	9.41K	Jun 30, 26	--	0.01%
Key FInancial Inc	9.30K	Jun 30, 26	-46	0.01%
SageView Advisory Group, LLC	9.11K	Jun 30, 26	+589	0.01%
MAI Capital Management	8.96K	Jun 30, 26	+2.76K	0.01%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	8.95K	Jun 30, 26	-202	0.01%
Atlantic Union Bankshares Corp	8.73K	Jun 30, 26	--	0.01%
Procyon Advisors, LLC	8.65K	Jun 30, 26	-50	0.01%
AQR CAPITAL MANAGEMENT LLC	8.53K	Jun 30, 26	+283	0.01%
IFG Advisory, LLC	8.46K	Jun 30, 26	+8.46K	0.01%
Concurrent Investment Advisors, LLC	8.39K	Jun 30, 26	+138	0.01%
Argyle Capital Partners, LLC	8.22K	Jun 30, 26	+1.83K	0.01%
Perigon Wealth Management, LLC	8.19K	Jun 30, 26	+157	0.01%
AlphaCore Capital LLC	8.19K	Jun 30, 26	+28	0.01%
XCELSIOR ADVISOR PARTNERS LLC	8.04K	Jun 30, 26	--	0.01%
Ally Invest Advisors Inc.	7.94K	Jun 30, 26	+742	0.01%
BROWN ADVISORY INC	7.94K	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	7.88K	Jun 30, 26	+6.14K	0.01%
US BANCORP \DE\	7.87K	Jun 30, 26	--	0.01%
Cresset Asset Management, LLC	7.79K	Jun 30, 26	+866	0.01%
VISIONARY HORIZONS, LLC	7.64K	Jun 30, 26	-200	0.01%
NewEdge Advisors, LLC	7.51K	Jun 30, 26	-1.54K	0.01%
Coastwise Capital Group, LLC	7.44K	Jun 30, 26	+59	0.01%
INVESTED ADVISORS	7.37K	Jun 30, 26	-2.13K	0.01%
Aspen Investment Management Inc	7.37K	Jun 30, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	7.17K	Jun 30, 26	-34	0.01%
Atria Investments, Inc	6.76K	Jun 30, 26	-130	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	6.69K	Jun 30, 26	--	0.01%
Acorn Wealth Advisors, LLC	6.68K	Jun 30, 26	+213	0.01%
Evergreen Wealth Solutions, LLC	6.62K	Jun 30, 26	+252	0.01%
Elgethun Capital Management	6.50K	Jun 30, 26	--	0.01%
ZRC WEALTH MANAGEMENT, LLC	6.48K	Jun 30, 26	-274	0.01%
HANCOCK WHITNEY CORP	6.45K	Jun 30, 26	--	0.01%
Modern Wealth Management, LLC	6.43K	Jun 30, 26	+85	0.01%
Kondo Wealth Advisors, Inc.	6.37K	Jun 30, 26	-27	0.01%
CAPE COD FIVE CENTS SAVINGS BANK	6.33K	Jun 30, 26	+6.33K	0.01%
Cerity Partners LLC	6.28K	Jun 30, 26	+1.33K	0.01%
Opus Financial Solutions LLC	6.27K	Jun 30, 26	-1.06K	0.01%
New England Private Wealth Advisors LLC	6.26K	Jun 30, 26	+6	0.01%
McAdam, LLC	6.23K	Jun 30, 26	+351	0.01%
Quartz Partners, LLC	6.18K	Jun 30, 26	+426	0.01%
Belpointe Asset Management LLC	6.14K	Jun 30, 26	+626	0.01%
Discipline Wealth Solutions, LLC	6.13K	Jun 30, 26	+190	0.01%
Columbia River Financial Group, LLC	6.13K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	5.96K	Jun 30, 26	+5.96K	0.01%
MOLLER FINANCIAL SERVICES	5.89K	Jun 30, 26	-219	0.01%
Kingsview Wealth Management, LLC	5.88K	Jun 30, 26	+200	0.01%
NorthCrest Asset Manangement, LLC	5.86K	Jun 30, 26	-1.29K	0.01%
Klingman & Associates, LLC	5.75K	Jun 30, 26	--	0.01%
TopTier Wealth Management, LLC	5.40K	Jun 30, 26	+22	0.01%
B. Riley Wealth Advisors, Inc.	5.40K	Jun 30, 26	-1.22K	0.01%
Norris Financial Group, LLC	5.38K	Jun 30, 26	-323	0.01%
Pine Valley Investments Ltd Liability Co	5.38K	Jun 30, 26	+245	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	5.24K	Jun 30, 26	-3.64K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	5.20K	Jun 30, 26	+5.20K	0.01%
Diversify Advisory Services, LLC	5.20K	Jun 30, 26	+5.20K	0.01%
COURIER CAPITAL LLC	5.09K	Jun 30, 26	-269	0.01%
Savant Capital, LLC	5.04K	Jun 30, 26	+5.04K	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4.99K	Jun 30, 26	-90	0.01%
StoneX Group Inc.	4.99K	Jun 30, 26	+955	0.01%
PCM Encore, LLC	4.98K	Jun 30, 26	-4.20K	0.01%
Kovack Advisors, Inc.	4.91K	Jun 30, 26	+2	0.01%
Avion Wealth	4.88K	Jun 30, 26	+5	0.01%
McNamara Financial Services, Inc.	4.77K	Jun 30, 26	-175	0.01%
TRUIST FINANCIAL CORP	4.76K	Jun 30, 26	+46	0.01%
Daybright Advisory Services, Inc.	4.66K	Jun 30, 26	-47	0.01%
Meeder Advisory Services, Inc.	4.57K	Jun 30, 26	--	0.01%
Three Bearings Fiduciary Advisors, Inc.	4.54K	Jun 30, 26	-620	0.01%
Fund Advisors of America Inc/FL	4.53K	Jun 30, 26	+105	0.01%
CALTON & ASSOCIATES, INC.	4.47K	Jun 30, 26	+229	0.01%
Elwood & Goetz Wealth Advisory Group, LLC	4.45K	Jun 30, 26	-209	0.01%
Rockbridge Investment Management, LCC	4.45K	Jun 30, 26	-59	0.01%
Breakwater Capital Group	4.44K	Jun 30, 26	-45	0.01%
Your Advocates Ltd., LLP	4.35K	Jun 30, 26	-155	0.01%
Avestar Capital, LLC	4.32K	Jun 30, 26	+4.32K	0.01%
Stratos Wealth Partners, LTD.	4.29K	Jun 30, 26	-126	0.01%
STEPHENS INC /AR/	4.18K	Jun 30, 26	--	0.01%
Pinnacle Financial Partners, Inc.	4.17K	Jun 30, 26	+37	0.01%
Alteri Wealth LLC	4.00K	Jun 30, 26	+4.00K	0.01%
Narus Financial Partners, LLC	3.96K	Jun 30, 26	+3.96K	0.01%
SIGNATUREFD, LLC	3.94K	Jun 30, 26	+53	0.01%
Austin Wealth Management, LLC	3.84K	Jun 30, 26	+3.84K	0.01%
Clayton Financial Group LLC	3.79K	Jun 30, 26	+23	0.01%
HRT FINANCIAL LP	3.79K	Jun 30, 26	+3.79K	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	3.77K	Jun 30, 26	+3.77K	0.01%
B&D White Capital Company, LLC	3.76K	Jun 30, 26	+3.76K	0.01%
WESBANCO BANK INC	3.73K	Jun 30, 26	+3.73K	0.01%
Qube Research & Technologies Ltd	3.73K	Jun 30, 26	-49.63K	0.01%
EP Wealth Advisors, LLC	3.71K	Jun 30, 26	+3.71K	0.01%
Geneos Wealth Management Inc.	3.64K	Jun 30, 26	+1.74K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.64K	Jun 30, 26	--	0.01%
Larson Financial Group LLC	3.47K	Jun 30, 26	-1.46K	0.00%
Synergy Investment Management, LLC	3.39K	Jun 30, 26	-2.70K	0.00%
Aptus Capital Advisors, LLC	3.35K	Jun 30, 26	-843	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.34K	Jun 30, 26	-72	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	3.10K	Jun 30, 26	-48	0.00%
Strategic Investment Solutions, Inc. /IL	2.90K	Jun 30, 26	--	0.00%
Purpose Unlimited Inc.	2.88K	Jun 30, 26	-85	0.00%
EPG Wealth Management LLC	2.83K	Jun 30, 26	+2.83K	0.00%
Cassaday & Co Wealth Management LLC	2.82K	Jun 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	2.70K	Jun 30, 26	+960	0.00%
HARBOUR INVESTMENTS, INC.	2.59K	Jun 30, 26	-95	0.00%
Continuum Advisory, LLC	2.56K	Jun 30, 26	+2.56K	0.00%
Fairway Wealth LLC	2.38K	Jun 30, 26	+26	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.33K	Jun 30, 26	+4	0.00%
MidFirst Bank	2.10K	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	2.00K	Jun 30, 26	+2.00K	0.00%
BlackRock, Inc.	1.81K	Jun 30, 26	+380	0.00%
BARCLAYS PLC	1.80K	Jun 30, 26	+600	0.00%
MASECO LLP	1.75K	Jun 30, 26	-38	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1.74K	Jun 30, 26	-21	0.00%
BLAIR WILLIAM & CO/IL	1.71K	Jun 30, 26	-193	0.00%
TFC Financial Management, Inc.	1.68K	Jun 30, 26	+12	0.00%
JTC Employer Solutions Trustee Ltd	1.68K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.67K	Jun 30, 26	-45	0.00%
GAMMA Investing LLC	1.63K	Jun 30, 26	+824	0.00%
Ameritas Advisory Services, LLC	1.61K	Jun 30, 26	-4.41K	0.00%
Legacy Bridge, LLC	1.60K	Jun 30, 26	--	0.00%
LOM Asset Management Ltd	1.58K	Jun 30, 26	--	0.00%
Frazier Financial Advisors, LLC	1.57K	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.42K	Jun 30, 26	--	0.00%
Triumph Capital Management	1.42K	Jun 30, 26	--	0.00%
GGM Financials LLC	1.42K	Jun 30, 26	+1.42K	0.00%
Rossby Financial, LCC	1.34K	Jun 30, 26	-1.92K	0.00%
Wealth Enhancement Trust Services, Inc.	1.18K	Jun 30, 26	-317	0.00%
1620 INVESTMENT ADVISORS, INC.	1.17K	Jun 30, 26	+1.17K	0.00%
Spire Wealth Management	1.17K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1.14K	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	1.05K	Jun 30, 26	+14	0.00%
CALDWELL SUTTER CAPITAL, INC.	955	Jun 30, 26	+605	0.00%
FINANCIAL CONSULATE, INC	926	Jun 30, 26	+926	0.00%
TRUST CO OF VERMONT	912	Jun 30, 26	+912	0.00%
TD Waterhouse Canada Inc.	881	Jun 30, 26	--	0.00%
AE Wealth Management LLC	860	Jun 30, 26	-54	0.00%
Noble Wealth Management PBC	800	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	799	Jun 30, 26	-7.53K	0.00%
JFS WEALTH ADVISORS, LLC	778	Jun 30, 26	-194	0.00%
Dunhill Financial, LLC	650	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	646	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	625	Jun 30, 26	--	0.00%
Advantage Trust Co	600	Jun 30, 26	+600	0.00%
SRS Capital Advisors, Inc.	585	Jun 30, 26	+84	0.00%
Longview Financial Advisors LLC	555	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	505	Jun 30, 26	+505	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	487	Jun 30, 26	-6.12K	0.00%
TUCKER ASSET MANAGEMENT LLC	486	Jun 30, 26	+486	0.00%
CoreFirst Bank & Trust	430	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	423	Jun 30, 26	+423	0.00%
Smartleaf Asset Management LLC	363	Jun 30, 26	--	0.00%
MONTAG A & ASSOCIATES INC	347	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	325	Jun 30, 26	+125	0.00%
HARBOR INVESTMENT ADVISORY, LLC	321	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	316	Jun 30, 26	-23	0.00%
CHILTON CAPITAL MANAGEMENT LLC	296	Jun 30, 26	+296	0.00%
Strive Financial Group ,LLC	270	Jun 30, 26	+9	0.00%
UMB Bank, n.a.	250	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	235	Jun 30, 26	--	0.00%
Bank & Trust Co	232	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	229	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	216	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	148	Jun 30, 26	+148	0.00%
GILL CAPITAL PARTNERS, LLC	144	Jun 30, 26	--	0.00%
REAP Financial Group, LLC	143	Jun 30, 26	+64	0.00%
LRI Investments, LLC	142	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	128	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	126	Jun 30, 26	--	0.00%
Bangor Savings Bank	125	Jun 30, 26	--	0.00%
Abound Wealth Management	123	Jun 30, 26	+123	0.00%
Caldwell Trust Co	115	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	112	Jun 30, 26	--	0.00%
Vision Retirement, LLC	111	Jun 30, 26	--	0.00%
HOWE & RUSLING INC	105	Jun 30, 26	--	0.00%
Founders Capital Management	93	Jun 30, 26	+93	0.00%
Allworth Financial LP	86	Jun 30, 26	-128	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	75	Jun 30, 26	--	0.00%
BNP PARIBAS	73	Jun 30, 26	-150	0.00%
Ancora Advisors, LLC	68	Jun 30, 26	--	0.00%
Barnes Dennig Private Wealth Management LLC	60	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	59	Jun 30, 26	+59	0.00%
Rialto Wealth Management, LLC	54	Jun 30, 26	+54	0.00%
Mondrian Investment Partners LTD	50	Jun 30, 26	+26	0.00%
Kozak & Associates, Inc.	39	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	22	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	18	Jun 30, 26	+1	0.00%
SHP Wealth Management	15	Jun 30, 26	--	0.00%
Bell Investment Advisors, Inc	12	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	10	Jun 30, 26	--	0.00%
Whipplewood Advisors, LLC	--	Jun 30, 26	-1.40K	--
Empowered Funds, LLC	--	Jun 30, 26	-124.83K	--
CVA Family Office, LLC	--	Jun 30, 26	-48	--
REDW Wealth LLC	--	Jun 30, 26	-4.50K	--
Viewpoint Capital Management LLC	--	Jun 30, 26	-580	--
Breachway Investments LLC	--	Jun 30, 26	-4.43K	--
Root Financial Partners, LLC	--	Jun 30, 26	-57	--
Soltis Investment Advisors LLC	--	Jun 30, 26	-4.87K	--
WealthShield Partners, LLC	--	Jun 30, 26	-78	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-12.60K	--
Team Financial Group, LLC	--	Jun 30, 26	-3.07K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-243	--
RHUMBLINE ADVISERS	--	Jun 30, 26	-34.77K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.46K	--
Squarepoint Ops LLC	--	Jun 30, 26	-5.14K	--
Moran Wealth Management, LLC	--	Jun 30, 26	-62.89K	--
BEACON INVESTMENT ADVISORY SERVICES, INC.	--	Jun 30, 26	-2.11K	--
CWM, LLC	668.26K	Mar 31, 26	+9.34K	0.92%
CANANDAIGUA NATIONAL CORP	259.48K	Mar 31, 26	+259.48K	0.36%
Canandaigua National Trust Co of Florida	36.67K	Mar 31, 26	-1.53K	0.05%
Evanson Asset Management, LLC	21.23K	Mar 31, 26	-4.34K	0.03%
Pathfinder Wealth Consulting, Inc.	14.63K	Mar 31, 26	-123	0.02%
Cherry Tree Wealth Management, LLC	971	Mar 31, 26	-48	0.00%
Parkside Financial Bank & Trust	552	Mar 31, 26	--	0.00%
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-5.75K	--
COMERICA BANK	86.64K	Dec 31, 25	-809	0.12%
Janney Capital Management LLC	34.36K	Dec 31, 25	-294	0.05%
Cadence Bank	13.29K	Dec 31, 25	-72	0.02%
CIBC Private Wealth Group, LLC	108	Dec 31, 25	--	0.00%
PBMares Wealth Management LLC	5.44K	Sep 30, 25	-285	0.01%
SYNOVUS FINANCIAL CORP	5.10K	Sep 30, 25	-21	0.01%
OPTIMUM INVESTMENT ADVISORS	56	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	28	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	166.51K	Jun 30, 25	-10.55K	0.23%
Congress Wealth Management LLC / DE /	26.58K	Jun 30, 25	-201	0.04%
Atria Wealth Solutions, Inc.	14.46K	Jun 30, 25	-697	0.02%
My Legacy Advisors, LLC	7.57K	Jun 30, 25	+2.34K	0.01%
Iron Horse Wealth Management, LLC	--	Jun 30, 25	-11	--
Orion Portfolio Solutions, LLC	117.28K	Mar 31, 25	-7.86K	0.16%
BluePointe Capital Management, LLC	11.62K	Mar 31, 25	--	0.02%
Sabal Trust CO	6.78K	Mar 31, 25	--	0.01%
CAROLINAS WEALTH CONSULTING LLC	2.43K	Mar 31, 25	--	0.00%
Kades & Cheifetz LLC	40.07K	Dec 31, 24	+3.14K	0.06%
Fernwood Investment Management, LLC	13.05K	Dec 31, 24	--	0.02%
Kiely Wealth Advisory Group, Inc.	100	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	355.25K	Sep 30, 24	+3.05K	0.49%
Raymond James Financial Services Advisors, Inc.	182.78K	Sep 30, 24	-95	0.25%
Bridge Advisory, LLC	69.65K	Sep 30, 24	-1.09K	0.10%
All Season Financial Advisors, Inc.	57.48K	Sep 30, 24	-28.33K	0.08%
GYL FINANCIAL SYNERGIES, LLC	12.25K	Sep 30, 24	+59	0.02%
FinTrust Capital Advisors, LLC	4.21K	Sep 30, 24	--	0.01%
Family Asset Management, LLC	2.12K	Sep 30, 24	--	0.00%
Arden Trust Co	894.41K	Jun 30, 24	+198.00K	1.24%
TMD Wealth Management, LLC	251.95K	Jun 30, 24	+10.28K	0.35%
Private Ocean, LLC	800	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-22	--
Cetera Advisors LLC	154.07K	Mar 31, 24	+27.20K	0.21%
Cetera Advisor Networks LLC	103.11K	Mar 31, 24	+2.20K	0.14%
InterOcean Capital Group, LLC	86.41K	Mar 31, 24	-7.97K	0.12%
KLR INVESTMENT ADVISORS, LLC	9.31K	Mar 31, 24	-1.20K	0.01%
Retirement Group, LLC	1.01K	Mar 31, 24	-228	0.00%
Engrave Wealth Partners LLC	398.47K	Dec 31, 23	+9.50K	0.55%
StrategIQ Financial Group, LLC	88.50K	Dec 31, 23	-2.94K	0.12%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	482.44K	Sep 30, 23	+2.08K	0.67%
Sutton Wealth Advisors Inc.	140.21K	Sep 30, 23	+140.21K	0.19%
COLONY GROUP LLC	17.97K	Sep 30, 23	-375	0.02%
ROTHSCHILD INVESTMENT CORP /IL	--	Sep 30, 23	-19.83K	--
V Wealth Advisors LLC	--	Sep 30, 23	-6.06K	--
Vigilant Capital Management, LLC	1.94K	Jun 30, 23	+1.94K	0.00%
First National Bank of South Miami	1.15K	Jun 30, 23	-425	0.00%
Quantitative Advantage, LLC	44.23K	Mar 31, 23	+8.44K	0.06%
Baldrige Asset Management LLC	344	Mar 31, 23	+344	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	8.92K	Dec 31, 22	+13	0.01%
Cribstone Capital Management, LLC	199	Dec 31, 22	+80	0.00%
Sargent Bickham Lagudis LLC	85	Dec 31, 22	+1	0.00%
55I, LLC	17.49K	Sep 30, 22	+3.44K	0.02%
American Portfolios Advisors	10.96K	Sep 30, 22	+10.96K	0.02%
Covington Capital Management	600	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	220	Sep 30, 22	-1.75K	0.00%
ACG Wealth	--	Sep 30, 22	-4.74K	--
Karp Capital Management Corp	--	Sep 30, 22	-149.89K	--
CADENCE BANK NA	--	Sep 30, 22	-11.87K	--
ROOSEVELT INVESTMENT GROUP LLC	--	Sep 30, 22	-8.13K	--
Fieldpoint Private Securities, LLC	58.64K	Jun 30, 22	+14.58K	0.08%
BIVIN & ASSOCIATES, INC.	500	Jun 30, 22	-150	0.00%
Cordasco Financial Network	249	Jun 30, 22	+50	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-817	--
AMERICAN NATIONAL INSURANCE CO	16.90K	Mar 31, 22	--	0.02%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-16.61K	--
Nauset Wealth Management. LLC	--	Mar 31, 22	--	--
NEXT Financial Group, Inc	--	Dec 31, 21	-6.62K	--
20/20 Capital Management, Inc.	167.99K	Jun 30, 21	+15.76K	0.23%
Hoover Financial Advisors, Inc.	2.09K	Jun 30, 21	+1	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	47.80K	Mar 31, 21	+699	0.07%
OLD MISSION CAPITAL, LLC	12.64K	Dec 31, 20	+12.64K	0.02%
Reby Advisors, LLC	270	Dec 31, 20	+270	0.00%
NORTHSTAR WEALTH PARTNERS LLC	51.01K	Sep 30, 20	-24.36K	0.07%
ETRADE Capital Management LLC	44.92K	Sep 30, 20	-3.41K	0.06%
Watson Rebecca	--	Sep 30, 20	-58	--
Private Vista, LLC	--	Jun 30, 20	-48.75K	--
ACCURATE INVESTMENT SOLUTIONS, INC.	375	Mar 31, 20	-86	0.00%
Advisor Group, Inc.	65.05K	Dec 31, 19	+6.35K	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	48.06K	Dec 31, 19	-1.71K	0.07%
Beacon Pointe Wealth Advisors, LLC	6.44K	Dec 31, 19	+6.44K	0.01%
CXI Advisors	392	Dec 31, 19	+392	0.00%
BOSTON ADVISORS LLC	54.29K	Sep 30, 19	+54.29K	0.08%
SUNTRUST BANKS INC	17.58K	Sep 30, 19	-2.17K	0.02%
BB&T SECURITIES, LLC	14.46K	Sep 30, 19	-4.81K	0.02%
Julex Capital Management, LLC	--	Sep 30, 19	-60	--
Steinberg Global Asset Management	15.92K	Mar 31, 19	+4.14K	0.02%
Daiwa SB Investments Ltd.	4.08K	Mar 31, 19	+230	0.01%
NEXT Financial Holdings	2.27K	Mar 31, 19	+2.27K	0.00%
Live Your Vision, LLC	250	Mar 31, 19	+200	0.00%
NORTHERN CAPITAL MANAGEMENT LLC	19.36K	Dec 31, 18	-1.63K	0.03%
Cranberry Lake Advisors LLC	109.60K	Sep 30, 18	--	0.15%
Vestpro Financial Partners, Inc. dba CPF Texas	70.68K	Sep 30, 18	+551	0.10%
RAND WEALTH, LLC	--	Sep 30, 18	-34.19K	--
Hefty Wealth Partners	41.54K	Mar 31, 18	+7.34K	0.06%
Oak Point Wealth Management	41.25K	Mar 31, 18	+6.71K	0.06%
Cornerstone Financial Partners, LLC	6.27K	Dec 31, 17	+6.27K	0.01%
BB&T INVESTMENT SERVICES, INC.	1.77K	Dec 31, 17	-240	0.00%
WealthShield, LLC	15	Dec 31, 17	+15	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-4.68K	--
Commonwealth Equity Services, Inc	124.67K	Jun 30, 17	+10.80K	0.17%
1st Global Advisors, Inc.	10.95K	Jun 30, 17	-852	0.02%
WFG Advisors, LP	6.54K	Jun 30, 17	+1.52K	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-23.47K	--
MSI Financial Services Inc	11.32K	Dec 31, 16	-248	0.02%
BlackRock Investment Management, LLC	--	Dec 31, 16	--	--
SOCIETE GENERALE	5.21K	Jun 30, 16	+5.21K	0.01%
VSR Financial Services, Inc.	--	Jun 30, 16	-7.92K	--
Alerus Investment Advisors Corp	658	Mar 31, 16	--	0.00%
Gupta Wealth Management LLC	--	Mar 31, 16	-300	--
Pinnacle Summer Investments, Inc.	--	Dec 31, 15	-1.90K	--
Fusion Investment Group, LLC	--	Dec 31, 15	-3.16K	--
MANAGED ACCOUNT ADVISORS LLC	13.22K	Jun 30, 15	+3.65K	0.02%
Highmount Capital, LLC	8.88K	Jun 30, 15	-43.06K	0.01%
BAIRD ROBERT W & CO INC /WI/	110.08K	Mar 31, 15	+72.35K	0.15%
Mariner Wealth Advisors-NYC, LLC	2.51K	Mar 31, 15	+2.51K	0.00%
STANCORP INVESTMENT ADVISERS INC	100	Mar 31, 15	+100	0.00%
NEW ENGLAND SECURITIES CORP /MA/	1.32K	Dec 31, 14	-8.14K	0.00%
SHAPIRO ROBERT N	471	Dec 31, 14	--	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-153.38K	--
UBS AG	1.35M	Sep 30, 14	+102.12K	1.86%
KMS FINANCIAL SERVICES, INC	4.41K	Jun 30, 14	-11.55K	0.01%
Strategic Capital Group LLC	--	Jun 30, 14	-218	--
TOWER TRUST Co	48.29K	Mar 31, 14	-2.02K	0.07%
Jane Street Holding, LLC	296.25K	Dec 31, 13	+209.41K	0.41%
Compass Efficient Model Portfolios, LLC	213	Dec 31, 13	-395	0.00%
GALAXY CAPITAL TRADING LTD	--	Dec 31, 13	-13.76K	--
STIFEL NICOLAUS & CO INC \MO\	6.55K	Sep 30, 13	+18	0.01%
Signator Financial Services, Inc.	99	Sep 30, 13	-1	0.00%
KNIGHT CAPITAL GROUP LLC	17.29K	Jun 30, 13	+17.29K	0.02%
First Allied Securities, Inc.	18.03K	Jun 30, 12	-1.25K	0.02%
MERRIMAN, LLC	--	Sep 30, 11	-45.00K	--

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Holder

Date

Change

% Held

MORGAN STANLEY

10.36M

Jun 30, 26

+504.79K

14.33%

BANK OF AMERICA CORP /DE/

7.30M

Jun 30, 26

+198.08K

10.10%

WELLS FARGO & COMPANY/MN

3.25M

Jun 30, 26

+20.14K

4.49%

LPL Financial LLC

2.15M

Jun 30, 26

-86.01K

2.98%

Creative Planning

2.14M

Jun 30, 26

-21.30K

2.97%

UBS Group AG

1.96M

Jun 30, 26

-9.25K

2.71%

Kestra Investment Management, LLC

1.68M

Jun 30, 26

-233.35K

2.32%

AMERIPRISE FINANCIAL INC

1.57M

Jun 30, 26

-235.73K

2.17%

ENVESTNET ASSET MANAGEMENT INC

1.41M

Jun 30, 26

+41.73K

1.95%

MERCER GLOBAL ADVISORS INC /ADV

810.96K

Jun 30, 26

+19.52K

1.12%

ROYAL BANK OF CANADA

733.89K

Jun 30, 26

+39.09K

1.02%

JPMORGAN CHASE & CO

671.88K

Jun 30, 26

+20.43K

0.93%

RAYMOND JAMES FINANCIAL INC

665.51K

Jun 30, 26

-50.50K

0.92%

Cetera Investment Advisers

595.29K

Jun 30, 26

-10.16K

0.82%

COMMONWEALTH EQUITY SERVICES, LLC

475.80K

Jun 30, 26

-133.59K

0.66%

Kestra Advisory Services, LLC

435.79K

Jun 30, 26

-9.78K

0.60%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

434.77K

Jun 30, 26

+41.47K

0.60%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

402.72K

Jun 30, 26

-16.04K

0.56%

Private Advisor Group, LLC

399.30K

Jun 30, 26

+381.88K

0.55%

ASPIRIANT, LLC

360.84K

Jun 30, 26

-24.30K

0.50%

STATE OF WISCONSIN INVESTMENT BOARD

311.42K

Jun 30, 26

0.43%

ASSETMARK, INC

295.95K

Jun 30, 26

-83.44K

0.41%

Rockefeller Capital Management L.P.

294.72K

Jun 30, 26

+760

0.41%

Baird Financial Group, Inc.

287.92K

Jun 30, 26

+19.87K

0.40%

CANANDAIGUA NATIONAL BANK & TRUST CO

270.84K

Jun 30, 26

+270.84K

0.37%

STIFEL FINANCIAL CORP

259.41K

Jun 30, 26

+7.24K

0.36%

Linscomb & Williams, Inc.

252.25K

Jun 30, 26

-21.20K

0.35%

Valmark Advisers, Inc.

250.22K

Jun 30, 26

+802

0.35%

ALLIANCEBERNSTEIN L.P.

245.60K

Jun 30, 26

+4.00K

0.34%

Baker Avenue Asset Management, LP

229.67K

Jun 30, 26

-7.23K

0.32%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

228.85K

Jun 30, 26

+10.92K

0.32%

M&T BANK CORP

217.47K

Jun 30, 26

+6.13K

0.30%

D.A. DAVIDSON & CO.

196.24K

Jun 30, 26

+10.42K

0.27%

CITADEL ADVISORS LLC

183.81K

Jun 30, 26

+183.81K

0.25%

WILEY BROS.-AINTREE CAPITAL, LLC

180.23K

Jun 30, 26

+1.13K

0.25%

AssuredPartners Investment Advisors, LLC

172.45K

Jun 30, 26

+2.14K

0.24%

Nan Shan Life Insurance Co., Ltd.

170.00K

Jun 30, 26

+170.00K

0.24%

Inspire Advisors, LLC

167.63K

Jun 30, 26

+1.75K

0.23%

TD PRIVATE CLIENT WEALTH LLC

164.31K

Jun 30, 26

+3.27K

0.23%

Private Wealth Advisors, LLC

160.71K

Jun 30, 26

-11.46K

0.22%

Hamilton Wealth, LLC

158.99K

Jun 30, 26

+149.96K

0.22%

HUNTINGTON NATIONAL BANK

136.99K

Jun 30, 26

-3.93K

0.19%

Janney Montgomery Scott LLC

133.94K

Jun 30, 26

-959

0.19%

Cascade Financial Partners, LLC

129.28K

Jun 30, 26

+1.95K

0.18%

Cheviot Value Management, LLC

127.51K

Jun 30, 26

+86

0.18%

ARBOR TRUST WEALTH ADVISORS, LLC

123.88K

Jun 30, 26

-4.77K

0.17%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

123.11K

Jun 30, 26

-2.08K

0.17%

Cornerstone Wealth Group, LLC

121.28K

Jun 30, 26

-968

0.17%

Equitable Holdings, Inc.

116.25K

Jun 30, 26

-15.86K

0.16%

Integrated Wealth Concepts LLC

111.45K

Jun 30, 26

+101.67K

0.15%

OLD MISSION CAPITAL LLC

105.63K

Jun 30, 26

-19.58K

0.15%

ADVISOR GROUP HOLDINGS, INC.

98.83K

Jun 30, 26

+25.30K

0.14%

Freedom Day Solutions, LLC

96.23K

Jun 30, 26

+33.99K

0.13%

Stonebridge Wealth Management, LLC

96.09K

Jun 30, 26

+478

0.13%

Old Port Advisors

94.20K

Jun 30, 26

+2.21K

0.13%

Brinker Capital Investments, LLC

90.40K

Jun 30, 26

-7.02K

0.13%

Investors Research Corp

88.58K

Jun 30, 26

+6.83K

0.12%

FIFTH THIRD BANCORP

88.45K

Jun 30, 26

-1.31K

0.12%

Koshinski Asset Management, Inc.

84.54K

Jun 30, 26

+9.84K

0.12%

Steward Partners Investment Advisory, LLC

83.11K

Jun 30, 26

-386

0.11%

Vestmark Advisory Solutions, Inc.

76.17K

Jun 30, 26

+8.23K

0.11%

Meramec Financial Planners, LLC

75.59K

Jun 30, 26

-30.42K

0.10%

Endowment Wealth Management, Inc.

74.81K

Jun 30, 26

+4.70K

0.10%

Miracle Mile Advisors, LLC

74.05K

Jun 30, 26

+1.54K

0.10%

Colony Group, LLC

73.38K

Jun 30, 26

-13.74K

0.10%

Waverly Advisors, LLC

71.18K

Jun 30, 26

-2.56K

0.10%

CAPTRUST FINANCIAL ADVISORS

70.36K

Jun 30, 26

-1.72K

0.10%

CI Private Wealth, LLC

69.34K

Jun 30, 26

+5.53K

0.10%

MML INVESTORS SERVICES, LLC

67.56K

Jun 30, 26

+17.99K

0.09%

Good Harbor Advisors, Inc.

67.23K

Jun 30, 26

+6.45K

0.09%

VIEWPOINT INVESTMENT PARTNERS CORP

65.60K

Jun 30, 26

+4.15K

0.09%

Capital Analysts, LLC

64.90K

Jun 30, 26

+39

0.09%

ROTHSCHILD INVESTMENT LLC

64.67K

Jun 30, 26

+21.27K

0.09%

J.W. COLE ADVISORS, INC.

63.30K

Jun 30, 26

+1.30K

0.09%

Beacon Pointe Advisors, LLC

62.84K

Jun 30, 26

-1.89K

0.09%

Regal Investment Advisors LLC

60.81K

Jun 30, 26

-13.75K

0.08%

Summit Global Investments

58.58K

Jun 30, 26

+411

0.08%

Axis Wealth Partners, LLC

54.92K

Jun 30, 26

-3.10K

0.08%

Apeiron RIA LLC

54.88K

Jun 30, 26

-767

0.08%

Sanctuary Advisors, LLC

54.02K

Jun 30, 26

+1.33K

0.07%

HighTower Advisors, LLC

53.65K

Jun 30, 26

-206

0.07%

CITIGROUP INC

50.28K

Jun 30, 26

+10.72K

0.07%

FMR LLC

50.27K

Jun 30, 26

+343

0.07%

Advisory Services Network, LLC

49.01K

Jun 30, 26

+2.88K

0.07%

Dynamic Advisor Solutions LLC

45.42K

Jun 30, 26

+1.25K

0.06%

FFG RETIREMENT ADVISORS LLC

42.27K

Jun 30, 26

+153

0.06%

Collaborative Wealth Managment Inc.

40.42K

Jun 30, 26

+5.28K

0.06%

WealthPlan Investment Management, LLC

39.87K

Jun 30, 26

+1.67K

0.06%

MOODY NATIONAL BANK TRUST DIVISION

39.75K

Jun 30, 26

0.05%

GREENLEAF TRUST

39.37K

Jun 30, 26

+2.45K

0.05%

EVOLVE PRIVATE WEALTH, LLC

37.07K

Jun 30, 26

-1.59K

0.05%

CX Institutional

35.94K

Jun 30, 26

+750

0.05%

NewSquare Capital LLC

35.65K

Jun 30, 26

+844

0.05%

BANK OF MONTREAL /CAN/

35.27K

Jun 30, 26

-561

0.05%

First City Capital Management, Inc.

35.04K

Jun 30, 26

+1.30K

0.05%

Rathbones Group PLC

33.32K

Jun 30, 26

-2.55K

0.05%

CUSTOM INDEX SYSTEMS, LLC

32.58K

Jun 30, 26

+1.51K

0.05%

McKinley Carter Wealth Services, Inc.

32.26K

Jun 30, 26

+1.51K

0.04%

Wealthfront Advisers LLC

31.21K

Jun 30, 26

+1.08K

0.04%

NORTHERN TRUST CORP

30.50K

Jun 30, 26

+3.73K

0.04%

IFP Advisors, Inc

30.42K

Jun 30, 26

-8.76K

0.04%

Asset One Wealth Management LLC

28.96K

Jun 30, 26

+813

0.04%

MBA Advisors LLC

28.73K

Jun 30, 26

-218

0.04%

GFS Advisors, LLC

27.73K

Jun 30, 26

-526

0.04%

Eagle Strategies LLC

27.63K

Jun 30, 26

-1.60K

0.04%

Cambridge Investment Research Advisors, Inc.

27.54K

Jun 30, 26

-915

0.04%

Financial Partners Group, Inc

27.22K

Jun 30, 26

+1.11K

0.04%

SHARPEPOINT LLC

26.96K

Jun 30, 26

+1.87K

0.04%

Wealthcare Advisory Partners LLC

26.81K

Jun 30, 26

+2.44K

0.04%

Sincerus Advisory, LLC

26.08K

Jun 30, 26

-279

0.04%

Independent Advisor Alliance

25.61K

Jun 30, 26

-6.45K

0.04%

NBC SECURITIES, INC.

25.28K

Jun 30, 26

-945

0.03%

JONES FINANCIAL COMPANIES LLLP

25.22K

Jun 30, 26

+5.36K

0.03%

Cartesian Growth Corp

24.57K

Jun 30, 26

+24.57K

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

24.49K

Jun 30, 26

-64

0.03%

Mirador Capital Partners LP

24.38K

Jun 30, 26

-1.53K

0.03%

BEACON FINANCIAL GROUP

24.14K

Jun 30, 26

-3.80K

0.03%

NATIONAL BANK OF CANADA /FI/

23.60K

Jun 30, 26

+434

0.03%

VestGen Advisors, LLC

23.45K

Jun 30, 26

+3.57K

0.03%

Summit Financial, LLC

22.13K

Jun 30, 26

-332

0.03%

Bank of New York Mellon Corp

21.56K

Jun 30, 26

-1.30K

0.03%

Element Wealth, LLC

20.95K

Jun 30, 26

-92

0.03%

Evanson Financial, LLC

20.70K

Jun 30, 26

+20.70K

0.03%

WCG Wealth Advisors LLC

20.60K

Jun 30, 26

-3.81K

0.03%

Great Diamond Partners, LLC

20.52K

Jun 30, 26

+52

0.03%

ISLAY CAPITAL MANAGEMENT, LLC

20.34K

Jun 30, 26

-4.53K

0.03%

PARK AVENUE SECURITIES LLC

19.53K

Jun 30, 26

+364

0.03%

Avos Capital Management, LLC

19.32K

Jun 30, 26

-3.31K

0.03%

Pasadena Private Wealth, LLC

19.21K

Jun 30, 26

+1.25K

0.03%

Next Level Private LLC

19.14K

Jun 30, 26

+254

0.03%

Index Technologies Group LLC

19.02K

Jun 30, 26

+871

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

18.54K

Jun 30, 26

-43

0.03%

Lido Advisors, LLC

18.07K

Jun 30, 26

-928

0.02%

Avidian Wealth Solutions, LLC

17.87K

Jun 30, 26

+449

0.02%

Ashton Thomas Private Wealth, LLC

17.82K

Jun 30, 26

+3.84K

0.02%

J2 Capital Management Inc

17.69K

Jun 30, 26

+17.69K

0.02%

SBI Securities Co., Ltd.

16.93K

Jun 30, 26

+33

0.02%

BlueStem Wealth Partners, LLC

16.77K

Jun 30, 26

+644

0.02%

NORTHCAPE WEALTH MANAGEMENT, LLC

16.47K

Jun 30, 26

-90

0.02%

Fearless Solutions, LLC dba Best Invest

16.25K

Jun 30, 26

-2

0.02%

Osprey Private Wealth LLC

16.04K

Jun 30, 26

-63

0.02%

KRAEMATON INVESTMENT ADVISORS, INC

15.91K

Jun 30, 26

-477

0.02%

BRANDYWINE OAK PRIVATE WEALTH LLC

15.88K

Jun 30, 26

0.02%

Stratos Wealth Advisors, LLC

15.67K

Jun 30, 26

-166

0.02%

GREEN SQUARE CAPITAL ADVISORS LLC

15.66K

Jun 30, 26

+172

0.02%

Sunbeam Capital Management, LLC

15.50K

Jun 30, 26

+15.50K

0.02%

Wealth Alliance

15.49K

Jun 30, 26

+5.04K

0.02%

Farther Finance Advisors, LLC

15.16K

Jun 30, 26

-559

0.02%

MISSION WEALTH MANAGEMENT, LP

15.09K

Jun 30, 26

+3.67K

0.02%

Newbridge Financial Services Group, Inc.

14.92K

Jun 30, 26

-335

0.02%

JNBA Financial Advisors

14.62K

Jun 30, 26

-37

0.02%

Financial Engines Advisors L.L.C.

14.49K

Jun 30, 26

-1.65K

0.02%

WADDELL & ASSOCIATES, LLC

14.48K

Jun 30, 26

0.02%

Integrity Advisory Solutions, LLC

13.87K

Jun 30, 26

+1.45K

0.02%

ERn Financial, LLC

13.60K

Jun 30, 26

-301

0.02%

Camelot Portfolios, LLC

13.45K

Jun 30, 26

-434

0.02%

Mariner, LLC

13.44K

Jun 30, 26

-262.33K

0.02%

LAZARD ASSET MANAGEMENT LLC

13.30K

Jun 30, 26

+13.08K

0.02%

Barnes Wealth Management Group, Inc

13.21K

Jun 30, 26

-382

0.02%

Summit Wealth Partners, LLC

12.88K

Jun 30, 26

-219

0.02%

Bleakley Financial Group, LLC

12.83K

Jun 30, 26

+1.23K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

12.65K

Jun 30, 26

+7.08K

0.02%

Gateway Wealth Partners, LLC

12.64K

Jun 30, 26

-12.66K

0.02%

ROMANO BROTHERS AND COMPANY

12.55K

Jun 30, 26

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

12.48K

Jun 30, 26

+900

0.02%

Apollon Wealth Management, LLC

12.31K

Jun 30, 26

+4.69K

0.02%

Arkadios Wealth Advisors

12.09K

Jun 30, 26

+898

0.02%

ALTFEST L J & CO INC

11.67K

Jun 30, 26

+290

0.02%

INSIGNEO ADVISORY SERVICES, LLC

11.56K

Jun 30, 26

+595

0.02%

Montecito Bank & Trust

11.41K

Jun 30, 26

0.02%

Rockingstone Advisors LLC

11.20K

Jun 30, 26

0.02%

SOUTH PLAINS FINANCIAL, INC.

11.04K

Jun 30, 26

0.02%

Berger Financial Group, Inc

11.01K

Jun 30, 26

-554

0.02%

Able Wealth Management LLC

10.96K

Jun 30, 26

-5.64K

0.02%

Krilogy Financial LLC

10.89K

Jun 30, 26

+137

0.02%

Pensionmark Financial Group, LLC

10.63K

Jun 30, 26

-93

0.01%

OPPENHEIMER & CO INC

10.59K

Jun 30, 26

+1.17K

0.01%

Portland Financial Advisors Inc

10.45K

Jun 30, 26

-249

0.01%

TITLEIST ASSET MANAGEMENT, LLC

10.34K

Jun 30, 26

+911

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

9.90K

Jun 30, 26

+2.63K

0.01%

Total Clarity Wealth Management, Inc.

9.83K

Jun 30, 26

-367

0.01%

Snowden Capital Advisors LLC

9.75K

Jun 30, 26

+3.12K

0.01%

Galvin, Gaustad & Stein, LLC

9.52K

Jun 30, 26

+413

0.01%

CreativeOne Wealth, LLC

9.41K

Jun 30, 26

0.01%

Key FInancial Inc

9.30K

Jun 30, 26

-46

0.01%

SageView Advisory Group, LLC

9.11K

Jun 30, 26

+589

0.01%

MAI Capital Management

8.96K

Jun 30, 26

+2.76K

0.01%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

8.95K

Jun 30, 26

-202

0.01%

Atlantic Union Bankshares Corp

8.73K

Jun 30, 26

0.01%

Procyon Advisors, LLC

8.65K

Jun 30, 26

-50

0.01%

AQR CAPITAL MANAGEMENT LLC

8.53K

Jun 30, 26

+283

0.01%

IFG Advisory, LLC

8.46K

Jun 30, 26

+8.46K

0.01%

Concurrent Investment Advisors, LLC

8.39K

Jun 30, 26

+138

0.01%

Argyle Capital Partners, LLC

8.22K

Jun 30, 26

+1.83K

0.01%

Perigon Wealth Management, LLC

8.19K

Jun 30, 26

+157

0.01%

AlphaCore Capital LLC

8.19K

Jun 30, 26

+28

0.01%

XCELSIOR ADVISOR PARTNERS LLC

8.04K

Jun 30, 26

0.01%

Ally Invest Advisors Inc.

7.94K

Jun 30, 26

+742

0.01%

BROWN ADVISORY INC

7.94K

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

7.88K

Jun 30, 26

+6.14K

0.01%

US BANCORP \DE\

7.87K

Jun 30, 26

0.01%

Cresset Asset Management, LLC

7.79K

Jun 30, 26

+866

0.01%

VISIONARY HORIZONS, LLC

7.64K

Jun 30, 26

-200

0.01%

NewEdge Advisors, LLC

7.51K

Jun 30, 26

-1.54K

0.01%

Coastwise Capital Group, LLC

7.44K

Jun 30, 26

+59

0.01%

INVESTED ADVISORS

7.37K

Jun 30, 26

-2.13K

0.01%

Aspen Investment Management Inc

7.37K

Jun 30, 26

0.01%

PRINCIPAL SECURITIES, INC.

7.17K

Jun 30, 26

-34

0.01%

Atria Investments, Inc

6.76K

Jun 30, 26

-130

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

6.69K

Jun 30, 26

0.01%

Acorn Wealth Advisors, LLC

6.68K

Jun 30, 26

+213

0.01%

Evergreen Wealth Solutions, LLC

6.62K

Jun 30, 26

+252

0.01%

Elgethun Capital Management

6.50K

Jun 30, 26

0.01%

ZRC WEALTH MANAGEMENT, LLC

6.48K

Jun 30, 26

-274

0.01%

HANCOCK WHITNEY CORP

6.45K

Jun 30, 26

0.01%

Modern Wealth Management, LLC

6.43K

Jun 30, 26

+85

0.01%

Kondo Wealth Advisors, Inc.

6.37K

Jun 30, 26

-27

0.01%

CAPE COD FIVE CENTS SAVINGS BANK

6.33K

Jun 30, 26

+6.33K

0.01%

Cerity Partners LLC

6.28K

Jun 30, 26

+1.33K

0.01%

Opus Financial Solutions LLC

6.27K

Jun 30, 26

-1.06K

0.01%

New England Private Wealth Advisors LLC

6.26K

Jun 30, 26

0.01%

McAdam, LLC

6.23K

Jun 30, 26

+351

0.01%

Quartz Partners, LLC

6.18K

Jun 30, 26

+426

0.01%

Belpointe Asset Management LLC

6.14K

Jun 30, 26

+626

0.01%

Discipline Wealth Solutions, LLC

6.13K

Jun 30, 26

+190

0.01%

Columbia River Financial Group, LLC

6.13K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

5.96K

Jun 30, 26

+5.96K

0.01%

MOLLER FINANCIAL SERVICES

5.89K

Jun 30, 26

-219

0.01%

Kingsview Wealth Management, LLC

5.88K

Jun 30, 26

+200

0.01%

NorthCrest Asset Manangement, LLC

5.86K

Jun 30, 26

-1.29K

0.01%

Klingman & Associates, LLC

5.75K

Jun 30, 26

0.01%

TopTier Wealth Management, LLC

5.40K

Jun 30, 26

+22

0.01%

B. Riley Wealth Advisors, Inc.

5.40K

Jun 30, 26

-1.22K

0.01%

Norris Financial Group, LLC

5.38K

Jun 30, 26

-323

0.01%

Pine Valley Investments Ltd Liability Co

5.38K

Jun 30, 26

+245

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

5.24K

Jun 30, 26

-3.64K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

5.20K

Jun 30, 26

+5.20K

0.01%

Diversify Advisory Services, LLC

5.20K

Jun 30, 26

+5.20K

0.01%

COURIER CAPITAL LLC

5.09K

Jun 30, 26

-269

0.01%

Savant Capital, LLC

5.04K

Jun 30, 26

+5.04K

0.01%

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

4.99K

Jun 30, 26

-90

0.01%

StoneX Group Inc.

4.99K

Jun 30, 26

+955

0.01%

PCM Encore, LLC

4.98K

Jun 30, 26

-4.20K

0.01%

Kovack Advisors, Inc.

4.91K

Jun 30, 26

0.01%

Avion Wealth

4.88K

Jun 30, 26

0.01%

McNamara Financial Services, Inc.

4.77K

Jun 30, 26

-175

0.01%

TRUIST FINANCIAL CORP

4.76K

Jun 30, 26

+46

0.01%

Daybright Advisory Services, Inc.

4.66K

Jun 30, 26

-47

0.01%

Meeder Advisory Services, Inc.

4.57K

Jun 30, 26

0.01%

Three Bearings Fiduciary Advisors, Inc.

4.54K

Jun 30, 26

-620

0.01%

Fund Advisors of America Inc/FL

4.53K

Jun 30, 26

+105

0.01%

CALTON & ASSOCIATES, INC.

4.47K

Jun 30, 26

+229

0.01%

Elwood & Goetz Wealth Advisory Group, LLC

4.45K

Jun 30, 26

-209

0.01%

Rockbridge Investment Management, LCC

4.45K

Jun 30, 26

-59

0.01%

Breakwater Capital Group

4.44K

Jun 30, 26

-45

0.01%

Your Advocates Ltd., LLP

4.35K

Jun 30, 26

-155

0.01%

Avestar Capital, LLC

4.32K

Jun 30, 26

+4.32K

0.01%

Stratos Wealth Partners, LTD.

4.29K

Jun 30, 26

-126

0.01%

STEPHENS INC /AR/

4.18K

Jun 30, 26

0.01%

Pinnacle Financial Partners, Inc.

4.17K

Jun 30, 26

+37

0.01%

Alteri Wealth LLC

4.00K

Jun 30, 26

+4.00K

0.01%

Narus Financial Partners, LLC

3.96K

Jun 30, 26

+3.96K

0.01%

SIGNATUREFD, LLC

3.94K

Jun 30, 26

+53

0.01%

Austin Wealth Management, LLC

3.84K

Jun 30, 26

+3.84K

0.01%

Clayton Financial Group LLC

3.79K

Jun 30, 26

+23

0.01%

HRT FINANCIAL LP

3.79K

Jun 30, 26

+3.79K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

3.77K

Jun 30, 26

+3.77K

0.01%

B&D White Capital Company, LLC

3.76K

Jun 30, 26

+3.76K

0.01%

WESBANCO BANK INC

3.73K

Jun 30, 26

+3.73K

0.01%

Qube Research & Technologies Ltd

3.73K

Jun 30, 26

-49.63K

0.01%

EP Wealth Advisors, LLC

3.71K

Jun 30, 26

+3.71K

0.01%

Geneos Wealth Management Inc.

3.64K

Jun 30, 26

+1.74K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.64K

Jun 30, 26

0.01%

Larson Financial Group LLC

3.47K

Jun 30, 26

-1.46K

0.00%

Synergy Investment Management, LLC

3.39K

Jun 30, 26

-2.70K

0.00%

Aptus Capital Advisors, LLC

3.35K

Jun 30, 26

-843

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.34K

Jun 30, 26

-72

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

3.10K

Jun 30, 26

-48

0.00%

Strategic Investment Solutions, Inc. /IL

2.90K

Jun 30, 26

0.00%

Purpose Unlimited Inc.

2.88K

Jun 30, 26

-85

0.00%

EPG Wealth Management LLC

2.83K

Jun 30, 26

+2.83K

0.00%

Cassaday & Co Wealth Management LLC

2.82K

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

2.70K

Jun 30, 26

+960

0.00%

HARBOUR INVESTMENTS, INC.

2.59K

Jun 30, 26

-95

0.00%

Continuum Advisory, LLC

2.56K

Jun 30, 26

+2.56K

0.00%

Fairway Wealth LLC

2.38K

Jun 30, 26

+26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.33K

Jun 30, 26

0.00%

MidFirst Bank

2.10K

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

2.00K

Jun 30, 26

+2.00K

0.00%

BlackRock, Inc.

1.81K

Jun 30, 26

+380

0.00%

BARCLAYS PLC

1.80K

Jun 30, 26

+600

0.00%

MASECO LLP

1.75K

Jun 30, 26

-38

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.74K

Jun 30, 26

-21

0.00%

BLAIR WILLIAM & CO/IL

1.71K

Jun 30, 26

-193

0.00%

TFC Financial Management, Inc.

1.68K

Jun 30, 26

+12

0.00%

JTC Employer Solutions Trustee Ltd

1.68K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.67K

Jun 30, 26

-45

0.00%

GAMMA Investing LLC

1.63K

Jun 30, 26

+824

0.00%

Ameritas Advisory Services, LLC

1.61K

Jun 30, 26

-4.41K

0.00%

Legacy Bridge, LLC

1.60K

Jun 30, 26

0.00%

LOM Asset Management Ltd

1.58K

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

1.57K

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.42K

Jun 30, 26

0.00%

Triumph Capital Management

1.42K

Jun 30, 26

0.00%

GGM Financials LLC

1.42K

Jun 30, 26

+1.42K

0.00%

Rossby Financial, LCC

1.34K

Jun 30, 26

-1.92K

0.00%

Wealth Enhancement Trust Services, Inc.

1.18K

Jun 30, 26

-317

0.00%

1620 INVESTMENT ADVISORS, INC.

1.17K

Jun 30, 26

+1.17K

0.00%

Spire Wealth Management

1.17K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

1.14K

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

1.05K

Jun 30, 26

+14

0.00%

CALDWELL SUTTER CAPITAL, INC.

955

Jun 30, 26

+605

0.00%

FINANCIAL CONSULATE, INC

926

Jun 30, 26

+926

0.00%

TRUST CO OF VERMONT

912

Jun 30, 26

+912

0.00%

TD Waterhouse Canada Inc.

881

Jun 30, 26

0.00%

AE Wealth Management LLC

860

Jun 30, 26

-54

0.00%

Noble Wealth Management PBC

800

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

799

Jun 30, 26

-7.53K

0.00%

JFS WEALTH ADVISORS, LLC

778

Jun 30, 26

-194

0.00%

Dunhill Financial, LLC

650

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

646

Jun 30, 26

0.00%

MATHER GROUP, LLC.

625

Jun 30, 26

0.00%

Advantage Trust Co

600

Jun 30, 26

+600

0.00%

SRS Capital Advisors, Inc.

585

Jun 30, 26

+84

0.00%

Longview Financial Advisors LLC

555

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

505

Jun 30, 26

+505

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

487

Jun 30, 26

-6.12K

0.00%

TUCKER ASSET MANAGEMENT LLC

486

Jun 30, 26

+486

0.00%

CoreFirst Bank & Trust

430

Jun 30, 26

0.00%

Highland Investment Advisors LLC

423

Jun 30, 26

+423

0.00%

Smartleaf Asset Management LLC

363

Jun 30, 26

0.00%

MONTAG A & ASSOCIATES INC

347

Jun 30, 26

0.00%

Clearstead Advisors, LLC

325

Jun 30, 26

+125

0.00%

HARBOR INVESTMENT ADVISORY, LLC

321

Jun 30, 26

0.00%

Colonial Trust Co / SC

316

Jun 30, 26

-23

0.00%

CHILTON CAPITAL MANAGEMENT LLC

296

Jun 30, 26

+296

0.00%

Strive Financial Group ,LLC

270

Jun 30, 26

0.00%

UMB Bank, n.a.

250

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

235

Jun 30, 26

0.00%

Bank & Trust Co

232

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

229

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

216

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

148

Jun 30, 26

+148

0.00%

GILL CAPITAL PARTNERS, LLC

144

Jun 30, 26

0.00%

REAP Financial Group, LLC

143

Jun 30, 26

+64

0.00%

LRI Investments, LLC

142

Jun 30, 26

0.00%

CENTRAL TRUST Co

128

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

126

Jun 30, 26

0.00%

Bangor Savings Bank

125

Jun 30, 26

0.00%

Abound Wealth Management

123

Jun 30, 26

+123

0.00%

Caldwell Trust Co

115

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

112

Jun 30, 26

0.00%

Vision Retirement, LLC

111

Jun 30, 26

0.00%

HOWE & RUSLING INC

105

Jun 30, 26

0.00%

Founders Capital Management

Jun 30, 26

+93

0.00%

Allworth Financial LP

Jun 30, 26

-128

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

0.00%

BNP PARIBAS

Jun 30, 26

-150

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+59

0.00%

Rialto Wealth Management, LLC

Jun 30, 26

+54

0.00%

Mondrian Investment Partners LTD

Jun 30, 26

+26

0.00%

Kozak & Associates, Inc.

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

SHP Wealth Management

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Whipplewood Advisors, LLC

Jun 30, 26

-1.40K

Empowered Funds, LLC

Jun 30, 26

-124.83K

CVA Family Office, LLC

Jun 30, 26

-48

REDW Wealth LLC

Jun 30, 26

-4.50K

Viewpoint Capital Management LLC

Jun 30, 26

-580

Breachway Investments LLC

Jun 30, 26

-4.43K

Root Financial Partners, LLC

Jun 30, 26

-57

Soltis Investment Advisors LLC

Jun 30, 26

-4.87K

WealthShield Partners, LLC

Jun 30, 26

-78

Strategic Financial Concepts, LLC

Jun 30, 26

-12.60K

Team Financial Group, LLC

Jun 30, 26

-3.07K

True Link Financial Advisors, LLC

Jun 30, 26

-243

RHUMBLINE ADVISERS

Jun 30, 26

-34.77K

Western Wealth Management, LLC

Jun 30, 26

-1.46K

Squarepoint Ops LLC

Jun 30, 26

-5.14K

Moran Wealth Management, LLC

Jun 30, 26

-62.89K

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

-2.11K

CWM, LLC

668.26K

Mar 31, 26

+9.34K

0.92%

CANANDAIGUA NATIONAL CORP

259.48K

Mar 31, 26

+259.48K

0.36%

Canandaigua National Trust Co of Florida

36.67K

Mar 31, 26

-1.53K

0.05%

Evanson Asset Management, LLC

21.23K

Mar 31, 26

-4.34K

0.03%

Pathfinder Wealth Consulting, Inc.

14.63K

Mar 31, 26

-123

0.02%

Cherry Tree Wealth Management, LLC

971

Mar 31, 26

-48

0.00%

Parkside Financial Bank & Trust

552

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-5.75K

COMERICA BANK

86.64K

Dec 31, 25

-809

0.12%

Janney Capital Management LLC

34.36K

Dec 31, 25

-294

0.05%

Cadence Bank

13.29K

Dec 31, 25

-72

0.02%

CIBC Private Wealth Group, LLC

108

Dec 31, 25

0.00%

PBMares Wealth Management LLC

5.44K

Sep 30, 25

-285

0.01%

SYNOVUS FINANCIAL CORP

5.10K

Sep 30, 25

-21

0.01%

OPTIMUM INVESTMENT ADVISORS

Sep 30, 25

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

166.51K

Jun 30, 25

-10.55K

0.23%

Congress Wealth Management LLC / DE /

26.58K

Jun 30, 25

-201

0.04%

Atria Wealth Solutions, Inc.

14.46K

Jun 30, 25

-697

0.02%

My Legacy Advisors, LLC

7.57K

Jun 30, 25

+2.34K

0.01%

Iron Horse Wealth Management, LLC

Jun 30, 25

-11

Orion Portfolio Solutions, LLC

117.28K

Mar 31, 25

-7.86K

0.16%

BluePointe Capital Management, LLC

11.62K

Mar 31, 25

0.02%

Sabal Trust CO

6.78K

Mar 31, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

2.43K

Mar 31, 25

0.00%

Kades & Cheifetz LLC

40.07K

Dec 31, 24

+3.14K

0.06%

Fernwood Investment Management, LLC

13.05K

Dec 31, 24

0.02%

Kiely Wealth Advisory Group, Inc.

100

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

355.25K

Sep 30, 24

+3.05K

0.49%

Raymond James Financial Services Advisors, Inc.

182.78K

Sep 30, 24

-95

0.25%

Bridge Advisory, LLC

69.65K

Sep 30, 24

-1.09K

0.10%

All Season Financial Advisors, Inc.

57.48K

Sep 30, 24

-28.33K

0.08%

GYL FINANCIAL SYNERGIES, LLC

12.25K

Sep 30, 24

+59

0.02%

FinTrust Capital Advisors, LLC

4.21K

Sep 30, 24

0.01%

Family Asset Management, LLC

2.12K

Sep 30, 24

0.00%

Arden Trust Co

894.41K

Jun 30, 24

+198.00K

1.24%

TMD Wealth Management, LLC

251.95K

Jun 30, 24

+10.28K

0.35%

Private Ocean, LLC

800

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-22

Cetera Advisors LLC

154.07K

Mar 31, 24

+27.20K

0.21%

Cetera Advisor Networks LLC

103.11K

Mar 31, 24

+2.20K

0.14%

InterOcean Capital Group, LLC

86.41K

Mar 31, 24

-7.97K

0.12%

KLR INVESTMENT ADVISORS, LLC

9.31K

Mar 31, 24

-1.20K

0.01%

Retirement Group, LLC

1.01K

Mar 31, 24

-228

0.00%

Engrave Wealth Partners LLC

398.47K

Dec 31, 23

+9.50K

0.55%

StrategIQ Financial Group, LLC

88.50K

Dec 31, 23

-2.94K

0.12%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

482.44K

Sep 30, 23

+2.08K

0.67%

Sutton Wealth Advisors Inc.

140.21K

Sep 30, 23

+140.21K

0.19%

COLONY GROUP LLC

17.97K

Sep 30, 23

-375

0.02%

ROTHSCHILD INVESTMENT CORP /IL

Sep 30, 23

-19.83K

V Wealth Advisors LLC

Sep 30, 23

-6.06K

Vigilant Capital Management, LLC

1.94K

Jun 30, 23

+1.94K

0.00%

First National Bank of South Miami

1.15K

Jun 30, 23

-425

0.00%

Quantitative Advantage, LLC

44.23K

Mar 31, 23

+8.44K

0.06%

Baldrige Asset Management LLC

344

Mar 31, 23

+344

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

8.92K

Dec 31, 22

+13

0.01%

Cribstone Capital Management, LLC

199

Dec 31, 22

+80

0.00%

Sargent Bickham Lagudis LLC

Dec 31, 22

0.00%

55I, LLC

17.49K

Sep 30, 22

+3.44K

0.02%

American Portfolios Advisors

10.96K

Sep 30, 22

+10.96K

0.02%

Covington Capital Management

600

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

220

Sep 30, 22

-1.75K

0.00%

ACG Wealth

Sep 30, 22

-4.74K

Karp Capital Management Corp

Sep 30, 22

-149.89K

CADENCE BANK NA

Sep 30, 22

-11.87K

ROOSEVELT INVESTMENT GROUP LLC

Sep 30, 22

-8.13K

Fieldpoint Private Securities, LLC

58.64K

Jun 30, 22

+14.58K

0.08%

BIVIN & ASSOCIATES, INC.

500

Jun 30, 22

-150

0.00%

Cordasco Financial Network

249

Jun 30, 22

+50

0.00%

Private Capital Group, LLC

Jun 30, 22

-817

AMERICAN NATIONAL INSURANCE CO

16.90K

Mar 31, 22

0.02%

VIRIDIAN RIA, LLC

Mar 31, 22

-16.61K

Nauset Wealth Management. LLC

Mar 31, 22

NEXT Financial Group, Inc

Dec 31, 21

-6.62K

20/20 Capital Management, Inc.

167.99K

Jun 30, 21

+15.76K

0.23%

Hoover Financial Advisors, Inc.

2.09K

Jun 30, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

47.80K

Mar 31, 21

+699

0.07%

OLD MISSION CAPITAL, LLC

12.64K

Dec 31, 20

+12.64K

0.02%

Reby Advisors, LLC

270

Dec 31, 20

+270

0.00%

NORTHSTAR WEALTH PARTNERS LLC

51.01K

Sep 30, 20

-24.36K

0.07%

ETRADE Capital Management LLC

44.92K

Sep 30, 20

-3.41K

0.06%

Watson Rebecca

Sep 30, 20

-58

Private Vista, LLC

Jun 30, 20

-48.75K

ACCURATE INVESTMENT SOLUTIONS, INC.

375

Mar 31, 20

-86

0.00%

Advisor Group, Inc.

65.05K

Dec 31, 19

+6.35K

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

48.06K

Dec 31, 19

-1.71K

0.07%

Beacon Pointe Wealth Advisors, LLC

6.44K

Dec 31, 19

+6.44K

0.01%

CXI Advisors

392

Dec 31, 19

+392

0.00%

BOSTON ADVISORS LLC

54.29K

Sep 30, 19

+54.29K

0.08%

SUNTRUST BANKS INC

17.58K

Sep 30, 19

-2.17K

0.02%

BB&T SECURITIES, LLC

14.46K

Sep 30, 19

-4.81K

0.02%

Julex Capital Management, LLC

Sep 30, 19

-60

Steinberg Global Asset Management

15.92K

Mar 31, 19

+4.14K

0.02%

Daiwa SB Investments Ltd.

4.08K

Mar 31, 19

+230

0.01%

NEXT Financial Holdings

2.27K

Mar 31, 19

+2.27K

0.00%

Live Your Vision, LLC

250

Mar 31, 19

+200

0.00%

NORTHERN CAPITAL MANAGEMENT LLC

19.36K

Dec 31, 18

-1.63K

0.03%

Cranberry Lake Advisors LLC

109.60K

Sep 30, 18

0.15%

Vestpro Financial Partners, Inc. dba CPF Texas

70.68K

Sep 30, 18

+551

0.10%

RAND WEALTH, LLC

Sep 30, 18

-34.19K

Hefty Wealth Partners

41.54K

Mar 31, 18

+7.34K

0.06%

Oak Point Wealth Management

41.25K

Mar 31, 18

+6.71K

0.06%

Cornerstone Financial Partners, LLC

6.27K

Dec 31, 17

+6.27K

0.01%

BB&T INVESTMENT SERVICES, INC.

1.77K

Dec 31, 17

-240

0.00%

WealthShield, LLC

Dec 31, 17

+15

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-4.68K

Commonwealth Equity Services, Inc

124.67K

Jun 30, 17

+10.80K

0.17%

1st Global Advisors, Inc.

10.95K

Jun 30, 17

-852

0.02%

WFG Advisors, LP

6.54K

Jun 30, 17

+1.52K

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-23.47K

MSI Financial Services Inc

11.32K

Dec 31, 16

-248

0.02%

BlackRock Investment Management, LLC

Dec 31, 16

SOCIETE GENERALE

5.21K

Jun 30, 16

+5.21K

0.01%

VSR Financial Services, Inc.

Jun 30, 16

-7.92K

Alerus Investment Advisors Corp

658

Mar 31, 16

0.00%

Gupta Wealth Management LLC

Mar 31, 16

-300

Pinnacle Summer Investments, Inc.

Dec 31, 15

-1.90K

Fusion Investment Group, LLC

Dec 31, 15

-3.16K

MANAGED ACCOUNT ADVISORS LLC

13.22K

Jun 30, 15

+3.65K

0.02%

Highmount Capital, LLC

8.88K

Jun 30, 15

-43.06K

0.01%

BAIRD ROBERT W & CO INC /WI/

110.08K

Mar 31, 15

+72.35K

0.15%

Mariner Wealth Advisors-NYC, LLC

2.51K

Mar 31, 15

+2.51K

0.00%

STANCORP INVESTMENT ADVISERS INC

100

Mar 31, 15

+100

0.00%

NEW ENGLAND SECURITIES CORP /MA/

1.32K

Dec 31, 14

-8.14K

0.00%

SHAPIRO ROBERT N

471

Dec 31, 14

0.00%

Placemark Investments, Inc.

Dec 31, 14

-153.38K

UBS AG

1.35M

Sep 30, 14

+102.12K

1.86%

KMS FINANCIAL SERVICES, INC

4.41K

Jun 30, 14

-11.55K

0.01%

Strategic Capital Group LLC

Jun 30, 14

-218

TOWER TRUST Co

48.29K

Mar 31, 14

-2.02K

0.07%

Jane Street Holding, LLC

296.25K

Dec 31, 13

+209.41K

0.41%

Compass Efficient Model Portfolios, LLC

213

Dec 31, 13

-395

0.00%

GALAXY CAPITAL TRADING LTD

Dec 31, 13

-13.76K

STIFEL NICOLAUS & CO INC \MO\

6.55K

Sep 30, 13

+18

0.01%

Signator Financial Services, Inc.

Sep 30, 13

-1

0.00%

KNIGHT CAPITAL GROUP LLC

17.29K

Jun 30, 13

+17.29K

0.02%

First Allied Securities, Inc.

18.03K

Jun 30, 12

-1.25K

0.02%

MERRIMAN, LLC

Sep 30, 11

-45.00K