How do I set a price alert for DFEV?

To set a DFEV price alert on Stock Alarm Pro, navigate to the DFEV 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 DFEV?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for DFEV. 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 DFEV?

Stock Alarm Pro supports over 125 trigger types for DFEV: 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 DFEV price changes?

DFEV 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 DFEV alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for DFEV 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.

DFEV Institutional Ownership & 13F Filings

Dimensional - Emerging Markets Value ETF(DFEV)

$42.18—Stale · unknown old

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Dimensional - Emerging Markets Value ETF(DFEV)

NYSE • Last print unknown agoAbout this data

$42.18—Stale · unknown old

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DFEV(DFEV)

DFEV

Institutional Ownership

Top 337 Institutional Holders

Holder	Shares	Date	Change	% Held
Cambridge Financial Group, LLC	505.92K	Sep 30, 26	--	1.01%
Versant Capital Management, Inc	147.84K	Sep 30, 26	+8.94K	0.30%
GoalVest Advisory LLC	411	Sep 30, 26	+33	0.00%
CX Institutional	132	Sep 30, 26	-2.18K	0.00%
Rosenberg Matthew Hamilton	106	Sep 30, 26	--	0.00%
Venture Visionary Partners LLC	--	Sep 30, 26	-5.28K	--
JONES FINANCIAL COMPANIES LLLP	2.88M	Jun 30, 26	+823.24K	5.77%
Asset Dedication, LLC	2.47M	Jun 30, 26	-83.33K	4.95%
RITHOLTZ WEALTH MANAGEMENT	1.46M	Jun 30, 26	+35.91K	2.93%
Root Financial Partners, LLC	1.27M	Jun 30, 26	+1.12M	2.54%
Vise Technologies, Inc.	1.26M	Jun 30, 26	+1.06M	2.53%
Savant Capital, LLC	1.06M	Jun 30, 26	+893.99K	2.12%
RAYMOND JAMES FINANCIAL INC	1.03M	Jun 30, 26	+37.41K	2.06%
HighTower Advisors, LLC	978.03K	Jun 30, 26	+23.50K	1.96%
B&D White Capital Company, LLC	807.85K	Jun 30, 26	+220.14K	1.62%
Beacon Pointe Advisors, LLC	751.39K	Jun 30, 26	+145.55K	1.51%
Sensible Money, LLC	748.05K	Jun 30, 26	-10.78K	1.50%
FMR LLC	701.65K	Jun 30, 26	-32.44K	1.41%
True Wealth Design, LLC	694.24K	Jun 30, 26	-7.05K	1.39%
Marquette Asset Management, LLC	673.68K	Jun 30, 26	-2.34K	1.35%
Family Investment Center, Inc.	604.09K	Jun 30, 26	+34.61K	1.21%
Janney Montgomery Scott LLC	590.48K	Jun 30, 26	+10.74K	1.18%
Evanson Financial, LLC	579.63K	Jun 30, 26	+579.63K	1.16%
NorthAvenue LLC	538.31K	Jun 30, 26	-10.84K	1.08%
Cambridge Financial Group, LLC	505.92K	Jun 30, 26	-1.17K	1.01%
Index Fund Advisors, Inc.	501.18K	Jun 30, 26	+12.91K	1.01%
EAGLE WEALTH STRATEGIES LLC	483.70K	Jun 30, 26	-4.77K	0.97%
ALESCO ADVISORS LLC	467.15K	Jun 30, 26	+19.33K	0.94%
Strata Wealth Advisors, LLC	455.01K	Jun 30, 26	+43.10K	0.91%
Penserra Capital Management LLC	411.62K	Jun 30, 26	-83.38K	0.83%
ROYAL BANK OF CANADA	370.88K	Jun 30, 26	+65.38K	0.74%
VESTIA PERSONAL WEALTH ADVISORS	367.53K	Jun 30, 26	+199.62K	0.74%
BANK OF AMERICA CORP /DE/	347.53K	Jun 30, 26	+210.22K	0.70%
EP Wealth Advisors, LLC	341.31K	Jun 30, 26	+325.32K	0.68%
Graves Light Lenhart Wealth, Inc.	339.41K	Jun 30, 26	-6.20K	0.68%
Guardian Wealth Management, LLC	322.34K	Jun 30, 26	-24.12K	0.65%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	310.64K	Jun 30, 26	+304.82K	0.62%
AE Wealth Management LLC	275.84K	Jun 30, 26	+602	0.55%
SPWM Advisors LLC	274.65K	Jun 30, 26	+2.20K	0.55%
JANE STREET GROUP, LLC	273.44K	Jun 30, 26	+273.44K	0.55%
Financial Architects, LLC	264.15K	Jun 30, 26	-3.94K	0.53%
Blume Capital Management, Inc.	261.15K	Jun 30, 26	-933	0.52%
Betterment LLC	236.81K	Jun 30, 26	+5.61K	0.47%
NATIXIS ADVISORS, L.P.	234.97K	Jun 30, 26	+52.83K	0.47%
Cerity Partners LLC	229.79K	Jun 30, 26	+209.91K	0.46%
Vestmark Advisory Solutions, Inc.	228.09K	Jun 30, 26	-147	0.46%
Eqis Capital Management, Inc.	227.83K	Jun 30, 26	-29.60K	0.46%
von Borstel & Associates, Inc.	223.62K	Jun 30, 26	-8.14K	0.45%
Cordant, Inc.	208.99K	Jun 30, 26	-53	0.42%
Tortoise Investment Management, LLC	199.81K	Jun 30, 26	-4.12K	0.40%
Mills Wealth Advisors LLC	195.43K	Jun 30, 26	+19.65K	0.39%
DiNuzzo Private Wealth, Inc.	192.58K	Jun 30, 26	-12.78K	0.39%
Apella Capital, LLC	190.44K	Jun 30, 26	+6.11K	0.38%
ENVESTNET ASSET MANAGEMENT INC	187.07K	Jun 30, 26	+19.98K	0.38%
Waverly Advisors, LLC	178.66K	Jun 30, 26	-8.67K	0.36%
MERCER GLOBAL ADVISORS INC /ADV	176.86K	Jun 30, 26	+43.07K	0.35%
SAX WEALTH ADVISORS, LLC	176.66K	Jun 30, 26	+54.59K	0.35%
Estate Counselors, LLC	175.09K	Jun 30, 26	-8.38K	0.35%
Sterling Financial Planning, Inc.	173.23K	Jun 30, 26	-3.75K	0.35%
United Wealth Management, LLC	161.15K	Jun 30, 26	-1.28K	0.32%
MONETA GROUP INVESTMENT ADVISORS LLC	152.18K	Jun 30, 26	-6.18K	0.31%
Breakwater Capital Group	149.81K	Jun 30, 26	-4.48K	0.30%
Timonier Family Office, LTD.	148.90K	Jun 30, 26	+148.90K	0.30%
Steward Partners Investment Advisory, LLC	145.85K	Jun 30, 26	+34.36K	0.29%
Creative Planning	143.20K	Jun 30, 26	+3.25K	0.29%
Integrity Advisory Solutions, LLC	142.29K	Jun 30, 26	+4.85K	0.29%
TRUIST FINANCIAL CORP	137.16K	Jun 30, 26	+15.60K	0.28%
Farther Finance Advisors, LLC	131.19K	Jun 30, 26	+5.67K	0.26%
MISSION WEALTH MANAGEMENT, LP	127.11K	Jun 30, 26	+127.11K	0.25%
MARYLAND CAPITAL ADVISORS INC.	125.11K	Jun 30, 26	+125.11K	0.25%
Buckingham Strategic Partners	124.97K	Jun 30, 26	+97.10K	0.25%
McCartney Wealth Management LLC	119.41K	Jun 30, 26	+2.68K	0.24%
DRAVO BAY LLC	119.39K	Jun 30, 26	+6.44K	0.24%
Baird Financial Group, Inc.	116.55K	Jun 30, 26	+4.54K	0.23%
EQ WEALTH ADVISORS, LLC	114.99K	Jun 30, 26	-1.88K	0.23%
Resources Investment Advisors, LLC.	111.78K	Jun 30, 26	+9.98K	0.22%
United Asset Strategies, Inc.	108.30K	Jun 30, 26	+39.96K	0.22%
CI Private Wealth, LLC	104.47K	Jun 30, 26	-7.67K	0.21%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	102.05K	Jun 30, 26	-8.90K	0.20%
Chicago Partners Investment Group LLC	99.93K	Jun 30, 26	+5.32K	0.20%
White Wing Wealth Management	98.87K	Jun 30, 26	-2.49K	0.20%
Miracle Mile Advisors, LLC	98.53K	Jun 30, 26	-4.16K	0.20%
Wealth Advisors Northwest LLC	95.19K	Jun 30, 26	+2.94K	0.19%
Pathstone Holdings, LLC	92.67K	Jun 30, 26	-3.09K	0.19%
NewEdge Advisors, LLC	89.93K	Jun 30, 26	+2.31K	0.18%
Verum Partners LLC	88.97K	Jun 30, 26	-3	0.18%
Golden Bell Financial Planning LLC	86.56K	Jun 30, 26	+1.26K	0.17%
Astra Wealth Partners LLC	86.45K	Jun 30, 26	-579	0.17%
Foundry Financial LLC	83.62K	Jun 30, 26	+6.11K	0.17%
Glass Jacobson Investment Advisors llc	83.40K	Jun 30, 26	+2.38K	0.17%
LAM GROUP, INC.	82.26K	Jun 30, 26	--	0.16%
Brookstone Capital Management	78.50K	Jun 30, 26	+69.22K	0.16%
ADVISOR GROUP HOLDINGS, INC.	72.96K	Jun 30, 26	+40.69K	0.15%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	72.82K	Jun 30, 26	-1.90K	0.15%
Integrated Wealth Concepts LLC	69.50K	Jun 30, 26	+2.44K	0.14%
Viaable, LLC	67.23K	Jun 30, 26	+67.23K	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	67.23K	Jun 30, 26	+1.51K	0.13%
Main Street Financial Solutions, LLC	64.44K	Jun 30, 26	-3.66K	0.13%
Sequoia Financial Advisors, LLC	61.52K	Jun 30, 26	-137	0.12%
Parkshore Wealth Management, Inc.	60.80K	Jun 30, 26	+11.23K	0.12%
NORTHERN TRUST CORP	60.79K	Jun 30, 26	+60.79K	0.12%
ARK & TLK INVESTMENTS, LLC	59.47K	Jun 30, 26	+4.03K	0.12%
JPMORGAN CHASE & CO	58.30K	Jun 30, 26	+1.11K	0.12%
McGrath & Associates, Inc.	56.93K	Jun 30, 26	+1.28K	0.11%
Abel Hall, LLC	56.57K	Jun 30, 26	+1.00K	0.11%
UBS ASSET MANAGEMENT AMERICAS INC	52.92K	Jun 30, 26	--	0.11%
MML INVESTORS SERVICES, LLC	52.55K	Jun 30, 26	-24.17K	0.11%
CITADEL ADVISORS LLC	52.53K	Jun 30, 26	+52.53K	0.11%
Squire Investment Management Company, LLC	52.42K	Jun 30, 26	+52.42K	0.11%
CARDIFF PARK ADVISORS, LLC	51.81K	Jun 30, 26	+1.02K	0.10%
Spire Wealth Management	50.53K	Jun 30, 26	+553	0.10%
Vantage Point Financial LLC	50.51K	Jun 30, 26	+2.15K	0.10%
Tennessee Valley Asset Management Partners	49.03K	Jun 30, 26	+49.03K	0.10%
CSP Financial Group, LLC	48.92K	Jun 30, 26	+5.60K	0.10%
Schubert & Co	47.07K	Jun 30, 26	+3.60K	0.09%
Brinker Capital Investments, LLC	47.02K	Jun 30, 26	+402	0.09%
PINNEY & SCOFIELD, INC.	46.99K	Jun 30, 26	-108	0.09%
Applied Capital LLC	45.98K	Jun 30, 26	-3.35K	0.09%
PARK AVENUE SECURITIES LLC	45.94K	Jun 30, 26	+8.60K	0.09%
Triumph Capital Management	45.38K	Jun 30, 26	+2.30K	0.09%
Perigon Wealth Management, LLC	43.17K	Jun 30, 26	+71	0.09%
Cambridge Investment Research Advisors, Inc.	42.69K	Jun 30, 26	+143	0.09%
BKA Wealth Consulting, Inc.	42.64K	Jun 30, 26	+602	0.09%
Kestra Advisory Services, LLC	40.54K	Jun 30, 26	+413	0.08%
Matisse Capital	39.76K	Jun 30, 26	--	0.08%
Geneos Wealth Management Inc.	39.13K	Jun 30, 26	+27	0.08%
Allworth Financial LP	38.69K	Jun 30, 26	-35.20K	0.08%
LPL Financial LLC	38.49K	Jun 30, 26	-2.32K	0.08%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	37.36K	Jun 30, 26	-1.77K	0.07%
Acorn Wealth Advisors, LLC	37.04K	Jun 30, 26	+5.38K	0.07%
Three Arch Wealth Management LLC	36.19K	Jun 30, 26	--	0.07%
MONOGRAPH WEALTH ADVISORS, LLC	34.69K	Jun 30, 26	--	0.07%
Porter White Investment Advisors, Inc.	33.98K	Jun 30, 26	+2.55K	0.07%
Clark Asset Management, LLC	33.80K	Jun 30, 26	-5.76K	0.07%
CITIGROUP INC	33.38K	Jun 30, 26	+12.88K	0.07%
EnRich Financial Partners LLC	32.78K	Jun 30, 26	-15.38K	0.07%
SRS Capital Advisors, Inc.	31.96K	Jun 30, 26	+31.38K	0.06%
Kane Co Wealth Management, Inc.	31.50K	Jun 30, 26	-682	0.06%
Rather & Kittrell, Inc.	30.90K	Jun 30, 26	-1.71K	0.06%
BANK OF MONTREAL /CAN/	29.92K	Jun 30, 26	-3.67K	0.06%
Oceanside Advisors LLC	29.22K	Jun 30, 26	-104	0.06%
Forum Financial Management, LP	28.81K	Jun 30, 26	--	0.06%
AA Financial Advisors, LLC	26.95K	Jun 30, 26	-2.09K	0.05%
AQR CAPITAL MANAGEMENT LLC	26.80K	Jun 30, 26	+20.14K	0.05%
Pettinga Financial Advisors, LLC	26.60K	Jun 30, 26	-10.13K	0.05%
E6 Portfolios, LLC	23.45K	Jun 30, 26	+3.31K	0.05%
BOS Asset Management, LLC	23.40K	Jun 30, 26	+367	0.05%
MATTERN CAPITAL MANAGEMENT, LLC	22.82K	Jun 30, 26	+8.04K	0.05%
Altiora Financial Group, LLC	22.68K	Jun 30, 26	--	0.05%
Landing Point Financial Group, LLC	22.01K	Jun 30, 26	+674	0.04%
Dorsey & Whitney Trust CO LLC	21.72K	Jun 30, 26	--	0.04%
Gibson Capital, LLC	21.48K	Jun 30, 26	+3	0.04%
Good Harbor Advisors, Inc.	20.86K	Jun 30, 26	-228	0.04%
Alpha Advisors, LLC/VA	20.78K	Jun 30, 26	+1.99K	0.04%
UBS Group AG	20.60K	Jun 30, 26	+390	0.04%
Tandem Financial, LLC	20.29K	Jun 30, 26	-729	0.04%
International Private Wealth Advisors LLC	20.12K	Jun 30, 26	+5	0.04%
JFS WEALTH ADVISORS, LLC	20.05K	Jun 30, 26	-289	0.04%
HANOVER ADVISORS INC	17.85K	Jun 30, 26	-680	0.04%
Unison Advisors LLC	17.84K	Jun 30, 26	-61	0.04%
Moisand Fitzgerald Tamayo, LLC	17.79K	Jun 30, 26	+146	0.04%
Wealth Management Nebraska	17.56K	Jun 30, 26	+284	0.04%
Family CFO Inc	17.34K	Jun 30, 26	--	0.03%
NCM Capital Management, LLC	17.10K	Jun 30, 26	+1.15K	0.03%
EverSource Wealth Advisors, LLC	16.86K	Jun 30, 26	-9.97K	0.03%
ATLas Financial Planning LLC	16.83K	Jun 30, 26	--	0.03%
Tranquility Partners, LLC	16.65K	Jun 30, 26	+428	0.03%
Two West Capital Advisors LLC	16.39K	Jun 30, 26	-1.07K	0.03%
CLUNE & ASSOCIATES, LTD.	16.04K	Jun 30, 26	+42	0.03%
DAVENPORT & Co LLC	15.93K	Jun 30, 26	+15.93K	0.03%
Opus Financial Solutions LLC	15.37K	Jun 30, 26	+5.64K	0.03%
Sanctuary Advisors, LLC	14.25K	Jun 30, 26	+1.83K	0.03%
Outbound Financial Inc	14.09K	Jun 30, 26	+14.09K	0.03%
Colony Group, LLC	14.03K	Jun 30, 26	-2.02K	0.03%
E-Wealth Partners, LLC	14.00K	Jun 30, 26	--	0.03%
SwitchPoint Financial Planning, LLC	13.70K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.64K	Jun 30, 26	+13.64K	0.03%
Daner Wealth Management, LLC	13.63K	Jun 30, 26	+1.81K	0.03%
BDFS Capital LLC	13.14K	Jun 30, 26	+2.53K	0.03%
Triad Wealth Partners, LLC	13.06K	Jun 30, 26	+2.10K	0.03%
First Financial Group Corp	12.97K	Jun 30, 26	-600	0.03%
Pacific Asset Management, LLC	12.90K	Jun 30, 26	+74	0.03%
DRIVE WEALTH MANAGEMENT, LLC	12.81K	Jun 30, 26	-496	0.03%
FISCHER INVESTMENT STRATEGIES, LLC	12.80K	Jun 30, 26	+4.84K	0.03%
Savvy Advisors, Inc.	12.35K	Jun 30, 26	+4.49K	0.02%
Mission Hills Financial Advisory, LLC	12.23K	Jun 30, 26	+12.23K	0.02%
TBH Global Asset Management, LLC	12.21K	Jun 30, 26	-9.02K	0.02%
Entelevest, LLC	12.04K	Jun 30, 26	+929	0.02%
Pensionmark Financial Group, LLC	12.02K	Jun 30, 26	--	0.02%
FIDUCIARY FINANCIAL GROUP, LLC	11.87K	Jun 30, 26	-217	0.02%
CHOREO, LLC	11.75K	Jun 30, 26	-531	0.02%
WELLS FARGO & COMPANY/MN	11.60K	Jun 30, 26	+10.13K	0.02%
FIRETHORN WEALTH PARTNERS, LLC	11.22K	Jun 30, 26	-420	0.02%
Approach Retirement Advisors, LLC	11.11K	Jun 30, 26	-268	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11.09K	Jun 30, 26	+232	0.02%
Mariner, LLC	10.83K	Jun 30, 26	-144	0.02%
Rehmann Capital Advisory Group	10.82K	Jun 30, 26	+59	0.02%
SIGNATUREFD, LLC	10.78K	Jun 30, 26	-105	0.02%
Canvas Wealth Advisors, LLC	10.65K	Jun 30, 26	+1.54K	0.02%
Merit Financial Group, LLC	10.22K	Jun 30, 26	-1.40K	0.02%
Foundation Wealth Management, LLC\PA	10.10K	Jun 30, 26	-4.85K	0.02%
Rockwood Wealth Management, LLC	9.82K	Jun 30, 26	--	0.02%
SUTTON PLACE INVESTORS LLC	9.70K	Jun 30, 26	-1.15K	0.02%
Nuveen, LLC	9.48K	Jun 30, 26	+9.48K	0.02%
Cetera Investment Advisers	9.10K	Jun 30, 26	-26	0.02%
Mraz, Amerine & Associates, Inc.	9.07K	Jun 30, 26	--	0.02%
CYPRESS FINANCIAL PLANNING LLC	8.85K	Jun 30, 26	-57	0.02%
RCS Financial Planning, LLC	8.69K	Jun 30, 26	-666	0.02%
Wingate Wealth Advisors, Inc.	8.66K	Jun 30, 26	--	0.02%
MORGAN STANLEY	8.64K	Jun 30, 26	+792	0.02%
Cloud Capital Management, LLC	8.54K	Jun 30, 26	+43	0.02%
Global Financial Private Client, LLC	8.39K	Jun 30, 26	+8.39K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	8.37K	Jun 30, 26	+1.34K	0.02%
XCELSIOR ADVISOR PARTNERS LLC	8.36K	Jun 30, 26	-42	0.02%
American Investment Services, Inc.	8.29K	Jun 30, 26	-87	0.02%
XY Planning Network, Inc.	7.92K	Jun 30, 26	+7.92K	0.02%
Quantinno Capital Management LP	7.60K	Jun 30, 26	+7.60K	0.02%
MONTAG A & ASSOCIATES INC	7.28K	Jun 30, 26	+180	0.01%
WorthPointe, LLC	7.04K	Jun 30, 26	+7.04K	0.01%
NWAM LLC	6.90K	Jun 30, 26	+506	0.01%
Gemmer Asset Management LLC	6.82K	Jun 30, 26	-21	0.01%
Carlton Hofferkamp & Jenks Wealth Management, LLC	6.78K	Jun 30, 26	--	0.01%
SageView Advisory Group, LLC	6.72K	Jun 30, 26	-511	0.01%
Financial Harvest, LLC	6.64K	Jun 30, 26	+119	0.01%
Exit Wealth Advisors, LLC.	6.58K	Jun 30, 26	+37	0.01%
Modera Wealth Management, LLC	6.22K	Jun 30, 26	+6.22K	0.01%
O'ROURKE & COMPANY, Inc	6.13K	Jun 30, 26	+365	0.01%
Passive Capital Management, LLC.	6.08K	Jun 30, 26	-1.52K	0.01%
SFM, LLC	5.77K	Jun 30, 26	+5.77K	0.01%
RAM Investment Partners, LLC	5.57K	Jun 30, 26	+5.57K	0.01%
Equitable Holdings, Inc.	5.57K	Jun 30, 26	-531	0.01%
Medallion Wealth Advisors, LLC	5.55K	Jun 30, 26	-136	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	5.38K	Jun 30, 26	-31	0.01%
Shearwater Capital LLC	5.31K	Jun 30, 26	-1.65K	0.01%
BIP Wealth, LLC	5.31K	Jun 30, 26	+5.31K	0.01%
GeoWealth Management, LLC	5.20K	Jun 30, 26	+5.20K	0.01%
TCFG Investment Advisors, LLC	5.10K	Jun 30, 26	+5.10K	0.01%
VISTA CAPITAL PARTNERS, INC.	5.08K	Jun 30, 26	+5.08K	0.01%
LAZARI CAPITAL MANAGEMENT, INC.	4.97K	Jun 30, 26	+4.97K	0.01%
Glen Eagle Advisors, LLC	4.96K	Jun 30, 26	--	0.01%
Vilga Financial Planning LLC	4.87K	Jun 30, 26	+4.87K	0.01%
Del-Sette Capital Management, LLC	4.84K	Jun 30, 26	+4.84K	0.01%
GENTRY PRIVATE WEALTH, LLC	4.76K	Jun 30, 26	+4.76K	0.01%
Bruce G. Allen Investments, LLC	4.70K	Jun 30, 26	--	0.01%
Ares Financial Consulting, LLC	4.51K	Jun 30, 26	-1.57K	0.01%
ELEVATE WEALTH ADVISORY, INC	3.62K	Jun 30, 26	-7	0.01%
Ancora Advisors, LLC	3.03K	Jun 30, 26	+375	0.01%
Rachor Investment Advisory Services, LLC	2.92K	Jun 30, 26	+324	0.01%
FIDUCIARY FINANCIAL ADVISORS	2.61K	Jun 30, 26	+2.61K	0.01%
Principia Wealth Advisory, LLC	2.14K	Jun 30, 26	+260	0.00%
HUNTINGTON NATIONAL BANK	2.11K	Jun 30, 26	+2.11K	0.00%
Smithfield Trust Co	2.00K	Jun 30, 26	--	0.00%
C M BIDWELL & ASSOCIATES LTD	1.97K	Jun 30, 26	+323	0.00%
DecisionPoint Financial, LLC	1.84K	Jun 30, 26	+10	0.00%
Physician Wealth Advisors, Inc.	1.63K	Jun 30, 26	--	0.00%
RHL GROUP, LLC	1.46K	Jun 30, 26	+140	0.00%
FIFTH THIRD BANCORP	1.45K	Jun 30, 26	-11	0.00%
BESSEMER GROUP INC	1.26K	Jun 30, 26	+1.26K	0.00%
Ashton Thomas Private Wealth, LLC	1.06K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	1.05K	Jun 30, 26	--	0.00%
VESTOR CAPITAL, LLC	1.02K	Jun 30, 26	-2.68K	0.00%
ANGELES WEALTH MANAGEMENT, LLC	933	Jun 30, 26	-1	0.00%
Steigerwald, Gordon & Koch Inc.	862	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	833	Jun 30, 26	+833	0.00%
US BANCORP \DE\	748	Jun 30, 26	+748	0.00%
Register Financial Advisors LLC	674	Jun 30, 26	+674	0.00%
Beaird Harris Wealth Management, LLC	645	Jun 30, 26	--	0.00%
MOTCO	603	Jun 30, 26	-1.06K	0.00%
Bullock Wealth Management Group	555	Jun 30, 26	+555	0.00%
Strategic Wealth Partners, Ltd.	537	Jun 30, 26	+19	0.00%
Rockefeller Capital Management L.P.	509	Jun 30, 26	+3	0.00%
Cherry Tree Wealth Management, LLC	454	Jun 30, 26	--	0.00%
Your Advocates Ltd., LLP	427	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	415	Jun 30, 26	+34	0.00%
MCF Advisors LLC	400	Jun 30, 26	--	0.00%
LRI Investments, LLC	400	Jun 30, 26	--	0.00%
SITTNER & NELSON, LLC	362	Jun 30, 26	--	0.00%
Concord Wealth Partners	346	Jun 30, 26	+346	0.00%
1620 INVESTMENT ADVISORS, INC.	265	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	260	Jun 30, 26	+13	0.00%
ASSETMARK, INC	188	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	182	Jun 30, 26	+1	0.00%
IFP Advisors, Inc	177	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	158	Jun 30, 26	--	0.00%
Archer Investment Corp	139	Jun 30, 26	+1	0.00%
Russell Investments Group, Ltd.	134	Jun 30, 26	-144	0.00%
HOWE & RUSLING INC	112	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	112	Jun 30, 26	+1	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	103	Jun 30, 26	+103	0.00%
Parkside Financial Bank & Trust	99	Jun 30, 26	+99	0.00%
CoreCap Advisors, LLC	95	Jun 30, 26	-14	0.00%
VANGUARD ADVISERS INC	17	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	8	Jun 30, 26	--	0.00%
Golden State Equity Partners	--	Jun 30, 26	-3.46K	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-406	--
Simplicity Wealth,LLC	--	Jun 30, 26	-6.84K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-65.19K	--
GRAND WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-563	--
WOLFF WIESE MAGANA LLC	--	Jun 30, 26	-17	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-160	--
CSS LLC/IL	--	Jun 30, 26	-9.80K	--
Ponta Wealth Partners, LLC	--	Jun 30, 26	-6.93K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-500.00K	--
Parallel Advisors, LLC	--	Jun 30, 26	-789	--
EXENCIAL WEALTH ADVISORS, LLC	832.15K	Mar 31, 26	+157.26K	1.67%
Evanson Asset Management, LLC	585.45K	Mar 31, 26	+34.28K	1.17%
Opes Wealth Management LLC	329.93K	Mar 31, 26	-589	0.66%
CWM, LLC	50.89K	Mar 31, 26	+18.79K	0.10%
U.S. Capital Wealth Advisors, LLC	30.27K	Mar 31, 26	+2.26K	0.06%
Skopos Labs, Inc.	8.19K	Mar 31, 26	+8.19K	0.02%
McIlrath & Eck, LLC	794	Mar 31, 26	+1	0.00%
Heritage Financial Services, LLC	82.59K	Dec 31, 25	-1.75K	0.17%
Grunden Financial Advisory, Inc.	38.41K	Dec 31, 25	+4.73K	0.08%
Austin Private Wealth, LLC	13.41K	Dec 31, 25	+84	0.03%
COMERICA BANK	1.46K	Dec 31, 25	-111	0.00%
PBMares Wealth Management LLC	178.62K	Sep 30, 25	+10.32K	0.36%
Accredited Wealth Management, LLC	85	Sep 30, 25	-315	0.00%
Blue Oak Capital, LLC	85.79K	Jun 30, 25	+4.40K	0.17%
Efficient Frontier Advisors LLC	32.98K	Jun 30, 25	--	0.07%
AVANTAX ADVISORY SERVICES, INC.	8.21K	Jun 30, 25	-2.66K	0.02%
Christopher J. Hasenberg, Inc	338	Jun 30, 25	+338	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-12	--
Aveo Capital Partners, LLC	209.58K	Mar 31, 25	-43.45K	0.42%
Orion Portfolio Solutions, LLC	8.54K	Mar 31, 25	+8.54K	0.02%
Raymond James Financial Services Advisors, Inc.	611.91K	Sep 30, 24	+128.64K	1.23%
RAYMOND JAMES & ASSOCIATES	28.46K	Sep 30, 24	+6.75K	0.06%
Aspire Wealth Management Corp	1.45K	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	13.82K	Jun 30, 24	+4.43K	0.03%
Bridgeworth, LLC	195.48K	Dec 31, 23	+3.52K	0.39%
WEALTHSOURCE PARTNERS, LLC	23.03K	Dec 31, 23	-1.60K	0.05%
3D/L Capital Management, LLC	443.75K	Sep 30, 23	-12.24K	0.89%
PATHSTONE FAMILY OFFICE, LLC	146.64K	Sep 30, 23	-432.91K	0.29%
ADVISOR PARTNERS II, LLC	44.31K	Sep 30, 23	+5.39K	0.09%
TRIAD FINANCIAL ADVISORS, INC.	35.82K	Sep 30, 23	+7.73K	0.07%
Relaxing Retirement Coach	124.62K	Jun 30, 23	+2.91K	0.25%
Brainard Capital Management LLC	44.69K	Mar 31, 23	+11.65K	0.09%
CPWM, LLC	10.36K	Sep 30, 22	-11.53K	0.02%

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

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Holder

Date

Change

% Held

Cambridge Financial Group, LLC

505.92K

Sep 30, 26

1.01%

Versant Capital Management, Inc

147.84K

Sep 30, 26

+8.94K

0.30%

GoalVest Advisory LLC

411

Sep 30, 26

+33

0.00%

CX Institutional

132

Sep 30, 26

-2.18K

0.00%

Rosenberg Matthew Hamilton

106

Sep 30, 26

0.00%

Venture Visionary Partners LLC

Sep 30, 26

-5.28K

JONES FINANCIAL COMPANIES LLLP

2.88M

Jun 30, 26

+823.24K

5.77%

Asset Dedication, LLC

2.47M

Jun 30, 26

-83.33K

4.95%

RITHOLTZ WEALTH MANAGEMENT

1.46M

Jun 30, 26

+35.91K

2.93%

Root Financial Partners, LLC

1.27M

Jun 30, 26

+1.12M

2.54%

Vise Technologies, Inc.

1.26M

Jun 30, 26

+1.06M

2.53%

Savant Capital, LLC

1.06M

Jun 30, 26

+893.99K

2.12%

RAYMOND JAMES FINANCIAL INC

1.03M

Jun 30, 26

+37.41K

2.06%

HighTower Advisors, LLC

978.03K

Jun 30, 26

+23.50K

1.96%

B&D White Capital Company, LLC

807.85K

Jun 30, 26

+220.14K

1.62%

Beacon Pointe Advisors, LLC

751.39K

Jun 30, 26

+145.55K

1.51%

Sensible Money, LLC

748.05K

Jun 30, 26

-10.78K

1.50%

FMR LLC

701.65K

Jun 30, 26

-32.44K

1.41%

True Wealth Design, LLC

694.24K

Jun 30, 26

-7.05K

1.39%

Marquette Asset Management, LLC

673.68K

Jun 30, 26

-2.34K

1.35%

Family Investment Center, Inc.

604.09K

Jun 30, 26

+34.61K

1.21%

Janney Montgomery Scott LLC

590.48K

Jun 30, 26

+10.74K

1.18%

Evanson Financial, LLC

579.63K

Jun 30, 26

+579.63K

1.16%

NorthAvenue LLC

538.31K

Jun 30, 26

-10.84K

1.08%

Cambridge Financial Group, LLC

505.92K

Jun 30, 26

-1.17K

1.01%

Index Fund Advisors, Inc.

501.18K

Jun 30, 26

+12.91K

1.01%

EAGLE WEALTH STRATEGIES LLC

483.70K

Jun 30, 26

-4.77K

0.97%

ALESCO ADVISORS LLC

467.15K

Jun 30, 26

+19.33K

0.94%

Strata Wealth Advisors, LLC

455.01K

Jun 30, 26

+43.10K

0.91%

Penserra Capital Management LLC

411.62K

Jun 30, 26

-83.38K

0.83%

ROYAL BANK OF CANADA

370.88K

Jun 30, 26

+65.38K

0.74%

VESTIA PERSONAL WEALTH ADVISORS

367.53K

Jun 30, 26

+199.62K

0.74%

BANK OF AMERICA CORP /DE/

347.53K

Jun 30, 26

+210.22K

0.70%

EP Wealth Advisors, LLC

341.31K

Jun 30, 26

+325.32K

0.68%

Graves Light Lenhart Wealth, Inc.

339.41K

Jun 30, 26

-6.20K

0.68%

Guardian Wealth Management, LLC

322.34K

Jun 30, 26

-24.12K

0.65%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

310.64K

Jun 30, 26

+304.82K

0.62%

AE Wealth Management LLC

275.84K

Jun 30, 26

+602

0.55%

SPWM Advisors LLC

274.65K

Jun 30, 26

+2.20K

0.55%

JANE STREET GROUP, LLC

273.44K

Jun 30, 26

+273.44K

0.55%

Financial Architects, LLC

264.15K

Jun 30, 26

-3.94K

0.53%

Blume Capital Management, Inc.

261.15K

Jun 30, 26

-933

0.52%

Betterment LLC

236.81K

Jun 30, 26

+5.61K

0.47%

NATIXIS ADVISORS, L.P.

234.97K

Jun 30, 26

+52.83K

0.47%

Cerity Partners LLC

229.79K

Jun 30, 26

+209.91K

0.46%

Vestmark Advisory Solutions, Inc.

228.09K

Jun 30, 26

-147

0.46%

Eqis Capital Management, Inc.

227.83K

Jun 30, 26

-29.60K

0.46%

von Borstel & Associates, Inc.

223.62K

Jun 30, 26

-8.14K

0.45%

Cordant, Inc.

208.99K

Jun 30, 26

-53

0.42%

Tortoise Investment Management, LLC

199.81K

Jun 30, 26

-4.12K

0.40%

Mills Wealth Advisors LLC

195.43K

Jun 30, 26

+19.65K

0.39%

DiNuzzo Private Wealth, Inc.

192.58K

Jun 30, 26

-12.78K

0.39%

Apella Capital, LLC

190.44K

Jun 30, 26

+6.11K

0.38%

ENVESTNET ASSET MANAGEMENT INC

187.07K

Jun 30, 26

+19.98K

0.38%

Waverly Advisors, LLC

178.66K

Jun 30, 26

-8.67K

0.36%

MERCER GLOBAL ADVISORS INC /ADV

176.86K

Jun 30, 26

+43.07K

0.35%

SAX WEALTH ADVISORS, LLC

176.66K

Jun 30, 26

+54.59K

0.35%

Estate Counselors, LLC

175.09K

Jun 30, 26

-8.38K

0.35%

Sterling Financial Planning, Inc.

173.23K

Jun 30, 26

-3.75K

0.35%

United Wealth Management, LLC

161.15K

Jun 30, 26

-1.28K

0.32%

MONETA GROUP INVESTMENT ADVISORS LLC

152.18K

Jun 30, 26

-6.18K

0.31%

Breakwater Capital Group

149.81K

Jun 30, 26

-4.48K

0.30%

Timonier Family Office, LTD.

148.90K

Jun 30, 26

+148.90K

0.30%

Steward Partners Investment Advisory, LLC

145.85K

Jun 30, 26

+34.36K

0.29%

Creative Planning

143.20K

Jun 30, 26

+3.25K

0.29%

Integrity Advisory Solutions, LLC

142.29K

Jun 30, 26

+4.85K

0.29%

TRUIST FINANCIAL CORP

137.16K

Jun 30, 26

+15.60K

0.28%

Farther Finance Advisors, LLC

131.19K

Jun 30, 26

+5.67K

0.26%

MISSION WEALTH MANAGEMENT, LP

127.11K

Jun 30, 26

+127.11K

0.25%

MARYLAND CAPITAL ADVISORS INC.

125.11K

Jun 30, 26

+125.11K

0.25%

Buckingham Strategic Partners

124.97K

Jun 30, 26

+97.10K

0.25%

McCartney Wealth Management LLC

119.41K

Jun 30, 26

+2.68K

0.24%

DRAVO BAY LLC

119.39K

Jun 30, 26

+6.44K

0.24%

Baird Financial Group, Inc.

116.55K

Jun 30, 26

+4.54K

0.23%

EQ WEALTH ADVISORS, LLC

114.99K

Jun 30, 26

-1.88K

0.23%

Resources Investment Advisors, LLC.

111.78K

Jun 30, 26

+9.98K

0.22%

United Asset Strategies, Inc.

108.30K

Jun 30, 26

+39.96K

0.22%

CI Private Wealth, LLC

104.47K

Jun 30, 26

-7.67K

0.21%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

102.05K

Jun 30, 26

-8.90K

0.20%

Chicago Partners Investment Group LLC

99.93K

Jun 30, 26

+5.32K

0.20%

White Wing Wealth Management

98.87K

Jun 30, 26

-2.49K

0.20%

Miracle Mile Advisors, LLC

98.53K

Jun 30, 26

-4.16K

0.20%

Wealth Advisors Northwest LLC

95.19K

Jun 30, 26

+2.94K

0.19%

Pathstone Holdings, LLC

92.67K

Jun 30, 26

-3.09K

0.19%

NewEdge Advisors, LLC

89.93K

Jun 30, 26

+2.31K

0.18%

Verum Partners LLC

88.97K

Jun 30, 26

-3

0.18%

Golden Bell Financial Planning LLC

86.56K

Jun 30, 26

+1.26K

0.17%

Astra Wealth Partners LLC

86.45K

Jun 30, 26

-579

0.17%

Foundry Financial LLC

83.62K

Jun 30, 26

+6.11K

0.17%

Glass Jacobson Investment Advisors llc

83.40K

Jun 30, 26

+2.38K

0.17%

LAM GROUP, INC.

82.26K

Jun 30, 26

0.16%

Brookstone Capital Management

78.50K

Jun 30, 26

+69.22K

0.16%

ADVISOR GROUP HOLDINGS, INC.

72.96K

Jun 30, 26

+40.69K

0.15%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

72.82K

Jun 30, 26

-1.90K

0.15%

Integrated Wealth Concepts LLC

69.50K

Jun 30, 26

+2.44K

0.14%

Viaable, LLC

67.23K

Jun 30, 26

+67.23K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

67.23K

Jun 30, 26

+1.51K

0.13%

Main Street Financial Solutions, LLC

64.44K

Jun 30, 26

-3.66K

0.13%

Sequoia Financial Advisors, LLC

61.52K

Jun 30, 26

-137

0.12%

Parkshore Wealth Management, Inc.

60.80K

Jun 30, 26

+11.23K

0.12%

NORTHERN TRUST CORP

60.79K

Jun 30, 26

+60.79K

0.12%

ARK & TLK INVESTMENTS, LLC

59.47K

Jun 30, 26

+4.03K

0.12%

JPMORGAN CHASE & CO

58.30K

Jun 30, 26

+1.11K

0.12%

McGrath & Associates, Inc.

56.93K

Jun 30, 26

+1.28K

0.11%

Abel Hall, LLC

56.57K

Jun 30, 26

+1.00K

0.11%

UBS ASSET MANAGEMENT AMERICAS INC

52.92K

Jun 30, 26

0.11%

MML INVESTORS SERVICES, LLC

52.55K

Jun 30, 26

-24.17K

0.11%

CITADEL ADVISORS LLC

52.53K

Jun 30, 26

+52.53K

0.11%

Squire Investment Management Company, LLC

52.42K

Jun 30, 26

+52.42K

0.11%

CARDIFF PARK ADVISORS, LLC

51.81K

Jun 30, 26

+1.02K

0.10%

Spire Wealth Management

50.53K

Jun 30, 26

+553

0.10%

Vantage Point Financial LLC

50.51K

Jun 30, 26

+2.15K

0.10%

Tennessee Valley Asset Management Partners

49.03K

Jun 30, 26

+49.03K

0.10%

CSP Financial Group, LLC

48.92K

Jun 30, 26

+5.60K

0.10%

Schubert & Co

47.07K

Jun 30, 26

+3.60K

0.09%

Brinker Capital Investments, LLC

47.02K

Jun 30, 26

+402

0.09%

PINNEY & SCOFIELD, INC.

46.99K

Jun 30, 26

-108

0.09%

Applied Capital LLC

45.98K

Jun 30, 26

-3.35K

0.09%

PARK AVENUE SECURITIES LLC

45.94K

Jun 30, 26

+8.60K

0.09%

Triumph Capital Management

45.38K

Jun 30, 26

+2.30K

0.09%

Perigon Wealth Management, LLC

43.17K

Jun 30, 26

+71

0.09%

Cambridge Investment Research Advisors, Inc.

42.69K

Jun 30, 26

+143

0.09%

BKA Wealth Consulting, Inc.

42.64K

Jun 30, 26

+602

0.09%

Kestra Advisory Services, LLC

40.54K

Jun 30, 26

+413

0.08%

Matisse Capital

39.76K

Jun 30, 26

0.08%

Geneos Wealth Management Inc.

39.13K

Jun 30, 26

+27

0.08%

Allworth Financial LP

38.69K

Jun 30, 26

-35.20K

0.08%

LPL Financial LLC

38.49K

Jun 30, 26

-2.32K

0.08%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

37.36K

Jun 30, 26

-1.77K

0.07%

Acorn Wealth Advisors, LLC

37.04K

Jun 30, 26

+5.38K

0.07%

Three Arch Wealth Management LLC

36.19K

Jun 30, 26

0.07%

MONOGRAPH WEALTH ADVISORS, LLC

34.69K

Jun 30, 26

0.07%

Porter White Investment Advisors, Inc.

33.98K

Jun 30, 26

+2.55K

0.07%

Clark Asset Management, LLC

33.80K

Jun 30, 26

-5.76K

0.07%

CITIGROUP INC

33.38K

Jun 30, 26

+12.88K

0.07%

EnRich Financial Partners LLC

32.78K

Jun 30, 26

-15.38K

0.07%

SRS Capital Advisors, Inc.

31.96K

Jun 30, 26

+31.38K

0.06%

Kane Co Wealth Management, Inc.

31.50K

Jun 30, 26

-682

0.06%

Rather & Kittrell, Inc.

30.90K

Jun 30, 26

-1.71K

0.06%

BANK OF MONTREAL /CAN/

29.92K

Jun 30, 26

-3.67K

0.06%

Oceanside Advisors LLC

29.22K

Jun 30, 26

-104

0.06%

Forum Financial Management, LP

28.81K

Jun 30, 26

0.06%

AA Financial Advisors, LLC

26.95K

Jun 30, 26

-2.09K

0.05%

AQR CAPITAL MANAGEMENT LLC

26.80K

Jun 30, 26

+20.14K

0.05%

Pettinga Financial Advisors, LLC

26.60K

Jun 30, 26

-10.13K

0.05%

E6 Portfolios, LLC

23.45K

Jun 30, 26

+3.31K

0.05%

BOS Asset Management, LLC

23.40K

Jun 30, 26

+367

0.05%

MATTERN CAPITAL MANAGEMENT, LLC

22.82K

Jun 30, 26

+8.04K

0.05%

Altiora Financial Group, LLC

22.68K

Jun 30, 26

0.05%

Landing Point Financial Group, LLC

22.01K

Jun 30, 26

+674

0.04%

Dorsey & Whitney Trust CO LLC

21.72K

Jun 30, 26

0.04%

Gibson Capital, LLC

21.48K

Jun 30, 26

0.04%

Good Harbor Advisors, Inc.

20.86K

Jun 30, 26

-228

0.04%

Alpha Advisors, LLC/VA

20.78K

Jun 30, 26

+1.99K

0.04%

UBS Group AG

20.60K

Jun 30, 26

+390

0.04%

Tandem Financial, LLC

20.29K

Jun 30, 26

-729

0.04%

International Private Wealth Advisors LLC

20.12K

Jun 30, 26

0.04%

JFS WEALTH ADVISORS, LLC

20.05K

Jun 30, 26

-289

0.04%

HANOVER ADVISORS INC

17.85K

Jun 30, 26

-680

0.04%

Unison Advisors LLC

17.84K

Jun 30, 26

-61

0.04%

Moisand Fitzgerald Tamayo, LLC

17.79K

Jun 30, 26

+146

0.04%

Wealth Management Nebraska

17.56K

Jun 30, 26

+284

0.04%

Family CFO Inc

17.34K

Jun 30, 26

0.03%

NCM Capital Management, LLC

17.10K

Jun 30, 26

+1.15K

0.03%

EverSource Wealth Advisors, LLC

16.86K

Jun 30, 26

-9.97K

0.03%

ATLas Financial Planning LLC

16.83K

Jun 30, 26

0.03%

Tranquility Partners, LLC

16.65K

Jun 30, 26

+428

0.03%

Two West Capital Advisors LLC

16.39K

Jun 30, 26

-1.07K

0.03%

CLUNE & ASSOCIATES, LTD.

16.04K

Jun 30, 26

+42

0.03%

DAVENPORT & Co LLC

15.93K

Jun 30, 26

+15.93K

0.03%

Opus Financial Solutions LLC

15.37K

Jun 30, 26

+5.64K

0.03%

Sanctuary Advisors, LLC

14.25K

Jun 30, 26

+1.83K

0.03%

Outbound Financial Inc

14.09K

Jun 30, 26

+14.09K

0.03%

Colony Group, LLC

14.03K

Jun 30, 26

-2.02K

0.03%

E-Wealth Partners, LLC

14.00K

Jun 30, 26

0.03%

SwitchPoint Financial Planning, LLC

13.70K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.64K

Jun 30, 26

+13.64K

0.03%

Daner Wealth Management, LLC

13.63K

Jun 30, 26

+1.81K

0.03%

BDFS Capital LLC

13.14K

Jun 30, 26

+2.53K

0.03%

Triad Wealth Partners, LLC

13.06K

Jun 30, 26

+2.10K

0.03%

First Financial Group Corp

12.97K

Jun 30, 26

-600

0.03%

Pacific Asset Management, LLC

12.90K

Jun 30, 26

+74

0.03%

DRIVE WEALTH MANAGEMENT, LLC

12.81K

Jun 30, 26

-496

0.03%

FISCHER INVESTMENT STRATEGIES, LLC

12.80K

Jun 30, 26

+4.84K

0.03%

Savvy Advisors, Inc.

12.35K

Jun 30, 26

+4.49K

0.02%

Mission Hills Financial Advisory, LLC

12.23K

Jun 30, 26

+12.23K

0.02%

TBH Global Asset Management, LLC

12.21K

Jun 30, 26

-9.02K

0.02%

Entelevest, LLC

12.04K

Jun 30, 26

+929

0.02%

Pensionmark Financial Group, LLC

12.02K

Jun 30, 26

0.02%

FIDUCIARY FINANCIAL GROUP, LLC

11.87K

Jun 30, 26

-217

0.02%

CHOREO, LLC

11.75K

Jun 30, 26

-531

0.02%

WELLS FARGO & COMPANY/MN

11.60K

Jun 30, 26

+10.13K

0.02%

FIRETHORN WEALTH PARTNERS, LLC

11.22K

Jun 30, 26

-420

0.02%

Approach Retirement Advisors, LLC

11.11K

Jun 30, 26

-268

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

11.09K

Jun 30, 26

+232

0.02%

Mariner, LLC

10.83K

Jun 30, 26

-144

0.02%

Rehmann Capital Advisory Group

10.82K

Jun 30, 26

+59

0.02%

SIGNATUREFD, LLC

10.78K

Jun 30, 26

-105

0.02%

Canvas Wealth Advisors, LLC

10.65K

Jun 30, 26

+1.54K

0.02%

Merit Financial Group, LLC

10.22K

Jun 30, 26

-1.40K

0.02%

Foundation Wealth Management, LLC\PA

10.10K

Jun 30, 26

-4.85K

0.02%

Rockwood Wealth Management, LLC

9.82K

Jun 30, 26

0.02%

SUTTON PLACE INVESTORS LLC

9.70K

Jun 30, 26

-1.15K

0.02%

Nuveen, LLC

9.48K

Jun 30, 26

+9.48K

0.02%

Cetera Investment Advisers

9.10K

Jun 30, 26

-26

0.02%

Mraz, Amerine & Associates, Inc.

9.07K

Jun 30, 26

0.02%

CYPRESS FINANCIAL PLANNING LLC

8.85K

Jun 30, 26

-57

0.02%

RCS Financial Planning, LLC

8.69K

Jun 30, 26

-666

0.02%

Wingate Wealth Advisors, Inc.

8.66K

Jun 30, 26

0.02%

MORGAN STANLEY

8.64K

Jun 30, 26

+792

0.02%

Cloud Capital Management, LLC

8.54K

Jun 30, 26

+43

0.02%

Global Financial Private Client, LLC

8.39K

Jun 30, 26

+8.39K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

8.37K

Jun 30, 26

+1.34K

0.02%

XCELSIOR ADVISOR PARTNERS LLC

8.36K

Jun 30, 26

-42

0.02%

American Investment Services, Inc.

8.29K

Jun 30, 26

-87

0.02%

XY Planning Network, Inc.

7.92K

Jun 30, 26

+7.92K

0.02%

Quantinno Capital Management LP

7.60K

Jun 30, 26

+7.60K

0.02%

MONTAG A & ASSOCIATES INC

7.28K

Jun 30, 26

+180

0.01%

WorthPointe, LLC

7.04K

Jun 30, 26

+7.04K

0.01%

NWAM LLC

6.90K

Jun 30, 26

+506

0.01%

Gemmer Asset Management LLC

6.82K

Jun 30, 26

-21

0.01%

Carlton Hofferkamp & Jenks Wealth Management, LLC

6.78K

Jun 30, 26

0.01%

SageView Advisory Group, LLC

6.72K

Jun 30, 26

-511

0.01%

Financial Harvest, LLC

6.64K

Jun 30, 26

+119

0.01%

Exit Wealth Advisors, LLC.

6.58K

Jun 30, 26

+37

0.01%

Modera Wealth Management, LLC

6.22K

Jun 30, 26

+6.22K

0.01%

O'ROURKE & COMPANY, Inc

6.13K

Jun 30, 26

+365

0.01%

Passive Capital Management, LLC.

6.08K

Jun 30, 26

-1.52K

0.01%

SFM, LLC

5.77K

Jun 30, 26

+5.77K

0.01%

RAM Investment Partners, LLC

5.57K

Jun 30, 26

+5.57K

0.01%

Equitable Holdings, Inc.

5.57K

Jun 30, 26

-531

0.01%

Medallion Wealth Advisors, LLC

5.55K

Jun 30, 26

-136

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

5.38K

Jun 30, 26

-31

0.01%

Shearwater Capital LLC

5.31K

Jun 30, 26

-1.65K

0.01%

BIP Wealth, LLC

5.31K

Jun 30, 26

+5.31K

0.01%

GeoWealth Management, LLC

5.20K

Jun 30, 26

+5.20K

0.01%

TCFG Investment Advisors, LLC

5.10K

Jun 30, 26

+5.10K

0.01%

VISTA CAPITAL PARTNERS, INC.

5.08K

Jun 30, 26

+5.08K

0.01%

LAZARI CAPITAL MANAGEMENT, INC.

4.97K

Jun 30, 26

+4.97K

0.01%

Glen Eagle Advisors, LLC

4.96K

Jun 30, 26

0.01%

Vilga Financial Planning LLC

4.87K

Jun 30, 26

+4.87K

0.01%

Del-Sette Capital Management, LLC

4.84K

Jun 30, 26

+4.84K

0.01%

GENTRY PRIVATE WEALTH, LLC

4.76K

Jun 30, 26

+4.76K

0.01%

Bruce G. Allen Investments, LLC

4.70K

Jun 30, 26

0.01%

Ares Financial Consulting, LLC

4.51K

Jun 30, 26

-1.57K

0.01%

ELEVATE WEALTH ADVISORY, INC

3.62K

Jun 30, 26

-7

0.01%

Ancora Advisors, LLC

3.03K

Jun 30, 26

+375

0.01%

Rachor Investment Advisory Services, LLC

2.92K

Jun 30, 26

+324

0.01%

FIDUCIARY FINANCIAL ADVISORS

2.61K

Jun 30, 26

+2.61K

0.01%

Principia Wealth Advisory, LLC

2.14K

Jun 30, 26

+260

0.00%

HUNTINGTON NATIONAL BANK

2.11K

Jun 30, 26

+2.11K

0.00%

Smithfield Trust Co

2.00K

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

1.97K

Jun 30, 26

+323

0.00%

DecisionPoint Financial, LLC

1.84K

Jun 30, 26

+10

0.00%

Physician Wealth Advisors, Inc.

1.63K

Jun 30, 26

0.00%

RHL GROUP, LLC

1.46K

Jun 30, 26

+140

0.00%

FIFTH THIRD BANCORP

1.45K

Jun 30, 26

-11

0.00%

BESSEMER GROUP INC

1.26K

Jun 30, 26

+1.26K

0.00%

Ashton Thomas Private Wealth, LLC

1.06K

Jun 30, 26

0.00%

IFG Advisory, LLC

1.05K

Jun 30, 26

0.00%

VESTOR CAPITAL, LLC

1.02K

Jun 30, 26

-2.68K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

933

Jun 30, 26

-1

0.00%

Steigerwald, Gordon & Koch Inc.

862

Jun 30, 26

0.00%

Global Retirement Partners, LLC

833

Jun 30, 26

+833

0.00%

US BANCORP \DE\

748

Jun 30, 26

+748

0.00%

674

Jun 30, 26

+674

0.00%

Beaird Harris Wealth Management, LLC

645

Jun 30, 26

0.00%

MOTCO

603

Jun 30, 26

-1.06K

0.00%

Bullock Wealth Management Group

555

Jun 30, 26

+555

0.00%

Strategic Wealth Partners, Ltd.

537

Jun 30, 26

+19

0.00%

Rockefeller Capital Management L.P.

509

Jun 30, 26

0.00%

Cherry Tree Wealth Management, LLC

454

Jun 30, 26

0.00%

Your Advocates Ltd., LLP

427

Jun 30, 26

0.00%

Millstone Evans Group, LLC

415

Jun 30, 26

+34

0.00%

MCF Advisors LLC

400

Jun 30, 26

0.00%

LRI Investments, LLC

400

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

362

Jun 30, 26

0.00%

Concord Wealth Partners

346

Jun 30, 26

+346

0.00%

1620 INVESTMENT ADVISORS, INC.

265

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

260

Jun 30, 26

+13

0.00%

ASSETMARK, INC

188

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

182

Jun 30, 26

0.00%

IFP Advisors, Inc

177

Jun 30, 26

0.00%

Dunhill Financial, LLC

158

Jun 30, 26

0.00%

Archer Investment Corp

139

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

134

Jun 30, 26

-144

0.00%

HOWE & RUSLING INC

112

Jun 30, 26

0.00%

Coston, McIsaac & Partners

112

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

103

Jun 30, 26

+103

0.00%

Parkside Financial Bank & Trust

Jun 30, 26

+99

0.00%

CoreCap Advisors, LLC

Jun 30, 26

-14

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Golden State Equity Partners

Jun 30, 26

-3.46K

HHM Wealth Advisors, LLC

Jun 30, 26

-406

Simplicity Wealth,LLC

Jun 30, 26

-6.84K

OLD MISSION CAPITAL LLC

Jun 30, 26

-65.19K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-563

WOLFF WIESE MAGANA LLC

Jun 30, 26

-17

True Link Financial Advisors, LLC

Jun 30, 26

-160

CSS LLC/IL

Jun 30, 26

-9.80K

Ponta Wealth Partners, LLC

Jun 30, 26

-6.93K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-500.00K

Parallel Advisors, LLC

Jun 30, 26

-789

EXENCIAL WEALTH ADVISORS, LLC

832.15K

Mar 31, 26

+157.26K

1.67%

Evanson Asset Management, LLC

585.45K

Mar 31, 26

+34.28K

1.17%

Opes Wealth Management LLC

329.93K

Mar 31, 26

-589

0.66%

CWM, LLC

50.89K

Mar 31, 26

+18.79K

0.10%

U.S. Capital Wealth Advisors, LLC

30.27K

Mar 31, 26

+2.26K

0.06%

Skopos Labs, Inc.

8.19K

Mar 31, 26

+8.19K

0.02%

McIlrath & Eck, LLC

794

Mar 31, 26

0.00%

Heritage Financial Services, LLC

82.59K

Dec 31, 25

-1.75K

0.17%

Grunden Financial Advisory, Inc.

38.41K

Dec 31, 25

+4.73K

0.08%

Austin Private Wealth, LLC

13.41K

Dec 31, 25

+84

0.03%

COMERICA BANK

1.46K

Dec 31, 25

-111

0.00%

PBMares Wealth Management LLC

178.62K

Sep 30, 25

+10.32K

0.36%

Accredited Wealth Management, LLC

Sep 30, 25

-315

0.00%

Blue Oak Capital, LLC

85.79K

Jun 30, 25

+4.40K

0.17%

Efficient Frontier Advisors LLC

32.98K

Jun 30, 25

0.07%

AVANTAX ADVISORY SERVICES, INC.

8.21K

Jun 30, 25

-2.66K

0.02%

Christopher J. Hasenberg, Inc

338

Jun 30, 25

+338

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-12

Aveo Capital Partners, LLC

209.58K

Mar 31, 25

-43.45K

0.42%

Orion Portfolio Solutions, LLC

8.54K

Mar 31, 25

+8.54K

0.02%

Raymond James Financial Services Advisors, Inc.

611.91K

Sep 30, 24

+128.64K

1.23%

RAYMOND JAMES & ASSOCIATES

28.46K

Sep 30, 24

+6.75K

0.06%

Aspire Wealth Management Corp

1.45K

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

13.82K

Jun 30, 24

+4.43K

0.03%

Bridgeworth, LLC

195.48K

Dec 31, 23

+3.52K

0.39%

WEALTHSOURCE PARTNERS, LLC

23.03K

Dec 31, 23

-1.60K

0.05%

3D/L Capital Management, LLC

443.75K

Sep 30, 23

-12.24K

0.89%

PATHSTONE FAMILY OFFICE, LLC

146.64K

Sep 30, 23

-432.91K

0.29%

ADVISOR PARTNERS II, LLC

44.31K

Sep 30, 23

+5.39K

0.09%

TRIAD FINANCIAL ADVISORS, INC.

35.82K

Sep 30, 23

+7.73K

0.07%

Relaxing Retirement Coach

124.62K

Jun 30, 23

+2.91K

0.25%

Brainard Capital Management LLC

44.69K

Mar 31, 23

+11.65K

0.09%

CPWM, LLC

10.36K

Sep 30, 22

-11.53K

0.02%