Dimensional - Global Real Estate ETF(DFGR)

$28.04—Stale · unknown old

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Dimensional - Global Real Estate ETF(DFGR)

NYSE • Last print unknown ago

$28.04—Stale · unknown old

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DFGR(DFGR)

DFGR

Institutional Ownership

Top 385 Institutional Holders

Holder	Shares	Date	Change	% Held
Forum Financial Management, LP	18.00M	Jun 30, 26	+477.86K	14.43%
Savant Capital, LLC	15.35M	Jun 30, 26	+2.60M	12.31%
JMG Financial Group, Ltd.	6.71M	Jun 30, 26	+366.35K	5.38%
Colony Group, LLC	3.96M	Jun 30, 26	-115.98K	3.17%
BRIGHTON JONES LLC	3.03M	Jun 30, 26	+232.21K	2.43%
TCI Wealth Advisors, Inc.	2.81M	Jun 30, 26	+21.10K	2.25%
Wealthspire Advisors, LLC	2.78M	Jun 30, 26	+21.79K	2.23%
LifeGuide Financial Advisors, LLC	2.59M	Jun 30, 26	+84.25K	2.08%
Buckingham Strategic Partners	2.17M	Jun 30, 26	+391.14K	1.74%
DiNuzzo Private Wealth, Inc.	1.84M	Jun 30, 26	+4.53K	1.48%
MASECO LLP	1.61M	Jun 30, 26	+53.18K	1.29%
LPL Financial LLC	1.30M	Jun 30, 26	+81.58K	1.04%
Rather & Kittrell, Inc.	1.19M	Jun 30, 26	+83.59K	0.96%
Rockwood Wealth Management, LLC	1.15M	Jun 30, 26	+145.64K	0.92%
Summit Financial Strategies, Inc.	1.12M	Jun 30, 26	+54.59K	0.90%
Creative Capital Management Investments LLC	1.05M	Jun 30, 26	+148.93K	0.84%
Financial Plan, Inc.	1.01M	Jun 30, 26	+78.66K	0.81%
Great Waters Wealth Management	951.74K	Jun 30, 26	+63.37K	0.76%
WPWealth LLP	927.90K	Jun 30, 26	-35.38K	0.74%
Guardian Wealth Management, LLC	912.52K	Jun 30, 26	+7.20K	0.73%
Wescott Financial Advisory Group, LLC	898.89K	Jun 30, 26	-9.27K	0.72%
Verisail Partners, LLC	870.40K	Jun 30, 26	+8.10K	0.70%
Resources Investment Advisors, LLC.	827.00K	Jun 30, 26	+6.86K	0.66%
Index Fund Advisors, Inc.	819.33K	Jun 30, 26	-62.35K	0.66%
RS CRUM INC.	674.31K	Jun 30, 26	+8.99K	0.54%
Beacon Pointe Advisors, LLC	665.26K	Jun 30, 26	-148.71K	0.53%
Wealth Management Nebraska	659.88K	Jun 30, 26	+39.37K	0.53%
Quantum Financial Advisors, LLC	653.83K	Jun 30, 26	+7.80K	0.52%
Integris Wealth Management, LLC	646.74K	Jun 30, 26	+36.47K	0.52%
ENVESTNET ASSET MANAGEMENT INC	631.26K	Jun 30, 26	+294.57K	0.51%
Private Wealth Management Group, LLC	618.65K	Jun 30, 26	+10.48K	0.50%
Level Financial Advisors, Inc.	618.12K	Jun 30, 26	+35.83K	0.50%
Evanson Financial, LLC	574.36K	Jun 30, 26	+574.36K	0.46%
Aspen Capital Management, LLC	553.94K	Jun 30, 26	+7.30K	0.44%
Planning Center, Inc.	551.99K	Jun 30, 26	+4.88K	0.44%
AWM CAPITAL, LLC	519.83K	Jun 30, 26	+186.79K	0.42%
Syverson Strege & Co	478.32K	Jun 30, 26	+2.24K	0.38%
HARBOUR INVESTMENTS, INC.	470.46K	Jun 30, 26	+35.62K	0.38%
Geometric Wealth Advisors	465.67K	Jun 30, 26	+20.94K	0.37%
COMMONWEALTH EQUITY SERVICES, LLC	457.14K	Jun 30, 26	+18.10K	0.37%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	455.87K	Jun 30, 26	+220.23K	0.37%
McLean Asset Management Corp	430.56K	Jun 30, 26	+163.22K	0.35%
Allworth Financial LP	428.45K	Jun 30, 26	+89.71K	0.34%
FLOW TRADERS U.S. LLC	405.98K	Jun 30, 26	+405.98K	0.33%
American Investment Services, Inc.	386.56K	Jun 30, 26	+27.95K	0.31%
SJS Investment Consulting Inc.	378.78K	Jun 30, 26	+49.23K	0.30%
Sprinkle Financial Consultants LLC	378.55K	Jun 30, 26	+3.18K	0.30%
XY Planning Network, Inc.	374.32K	Jun 30, 26	+28.11K	0.30%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	370.11K	Jun 30, 26	+10.42K	0.30%
Vestmark Advisory Solutions, Inc.	366.86K	Jun 30, 26	-44.72K	0.29%
GREAT LAKES ADVISORS, LLC	355.27K	Jun 30, 26	+80.41K	0.28%
Elser Financial Planning, Inc	353.22K	Jun 30, 26	-11.10K	0.28%
REAP Financial Group, LLC	353.22K	Jun 30, 26	+39.20K	0.28%
Apella Capital, LLC	342.80K	Jun 30, 26	+12.60K	0.27%
First Command Advisory Services, Inc.	320.79K	Jun 30, 26	+253.88K	0.26%
Burk Holdings LLC	287.42K	Jun 30, 26	+33.06K	0.23%
Wealth Architects, LLC	284.33K	Jun 30, 26	+14.91K	0.23%
RFG Advisory, LLC	279.73K	Jun 30, 26	+6.26K	0.22%
CogentBlue Wealth Advisors, LLC	258.05K	Jun 30, 26	+12.99K	0.21%
GeoWealth Management, LLC	256.70K	Jun 30, 26	-6.97K	0.21%
Tilson Financial Group, Inc.	256.64K	Jun 30, 26	+12.45K	0.21%
Sterling Financial Planning, Inc.	247.26K	Jun 30, 26	+12.01K	0.20%
Peirce Capital Management, LLC	244.29K	Jun 30, 26	-8.73K	0.20%
SRS Capital Advisors, Inc.	242.42K	Jun 30, 26	-14.48K	0.19%
Parkwoods Wealth Partners, LLC	237.24K	Jun 30, 26	+42.95K	0.19%
AdvisorNet Financial, Inc	224.55K	Jun 30, 26	+9.13K	0.18%
Forum Private Client Group LLC	221.09K	Jun 30, 26	+9.74K	0.18%
Henrickson Nauta Wealth Advisors, Inc.	208.83K	Jun 30, 26	-5.18K	0.17%
Greenspring Advisors, LLC	208.80K	Jun 30, 26	+4.64K	0.17%
New Dimensions Wealth Management, LLC	203.93K	Jun 30, 26	+6.09K	0.16%
Platform Wealth Management, LLC	201.80K	Jun 30, 26	+201.80K	0.16%
Vawter Financial, Ltd.	200.44K	Jun 30, 26	+8.10K	0.16%
Ruedi Wealth Management, Inc.	199.83K	Jun 30, 26	+8.86K	0.16%
CI Private Wealth, LLC	199.44K	Jun 30, 26	-384.13K	0.16%
ADVISOR GROUP HOLDINGS, INC.	199.31K	Jun 30, 26	+52.27K	0.16%
HFM Investment Advisors, LLC	199.06K	Jun 30, 26	-6.41K	0.16%
Integrity Advisory Solutions, LLC	196.24K	Jun 30, 26	+17.39K	0.16%
Parkshore Wealth Management, Inc.	195.02K	Jun 30, 26	-15.96K	0.16%
Shotwell Rutter Baer Inc	194.26K	Jun 30, 26	-907	0.16%
New Capital Management LP	192.56K	Jun 30, 26	+1.92K	0.15%
JDH Wealth Management, LLC	190.15K	Jun 30, 26	+13.43K	0.15%
Clarity Wealth Development LLC	189.41K	Jun 30, 26	+11.15K	0.15%
Cherry Tree Wealth Management, LLC	185.75K	Jun 30, 26	+28.30K	0.15%
VESTIA PERSONAL WEALTH ADVISORS	182.36K	Jun 30, 26	+33.12K	0.15%
von Borstel & Associates, Inc.	182.31K	Jun 30, 26	+5.68K	0.15%
Cartesian Growth Corp	179.65K	Jun 30, 26	--	0.14%
Colorado Capital Management, Inc.	176.59K	Jun 30, 26	+10.12K	0.14%
Balanced Rock Investment Advisor	175.34K	Jun 30, 26	-429	0.14%
Spire Wealth Management	174.10K	Jun 30, 26	+2.77K	0.14%
LAM GROUP, INC.	171.24K	Jun 30, 26	-16.87K	0.14%
Physician Wealth Solutions Inc.	166.17K	Jun 30, 26	+27.13K	0.13%
Farther Finance Advisors, LLC	161.47K	Jun 30, 26	-2.60K	0.13%
Pathstone Holdings, LLC	159.11K	Jun 30, 26	-6.43K	0.13%
EP Wealth Advisors, LLC	158.72K	Jun 30, 26	-10.85K	0.13%
SAGE RHINO CAPITAL LLC	158.65K	Jun 30, 26	+58.67K	0.13%
JPMORGAN CHASE & CO	157.38K	Jun 30, 26	-4.33K	0.13%
COOPER/HAIMS ADVISORS, LLC	154.32K	Jun 30, 26	+1.44K	0.12%
Betterment LLC	151.48K	Jun 30, 26	+7.18K	0.12%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	147.17K	Jun 30, 26	+824	0.12%
OLD MISSION CAPITAL LLC	138.38K	Jun 30, 26	+138.38K	0.11%
NORTHWEST WEALTH MANAGEMENT, LLC	126.49K	Jun 30, 26	+2.39K	0.10%
CLARIS ADVISORS, LLC / MO /	125.32K	Jun 30, 26	+6.14K	0.10%
LRI Investments, LLC	124.66K	Jun 30, 26	-3.18K	0.10%
MERCER GLOBAL ADVISORS INC /ADV	123.99K	Jun 30, 26	+4.34K	0.10%
KEB ASSET MANAGEMENT, LLC	123.49K	Jun 30, 26	+21.92K	0.10%
MOSAIC FAMILY WEALTH PARTNERS, LLC	121.76K	Jun 30, 26	+4.26K	0.10%
EverSource Wealth Advisors, LLC	121.68K	Jun 30, 26	-41.40K	0.10%
Amicus Financial Advisors, LLC	120.64K	Jun 30, 26	+66.01K	0.10%
Fundamentum, LLC	120.28K	Jun 30, 26	+12.37K	0.10%
Wealth Advisors Northwest LLC	119.73K	Jun 30, 26	+9.52K	0.10%
Yardley Wealth Management LLC	113.79K	Jun 30, 26	+5.91K	0.09%
Longview Financial Advisors LLC	113.45K	Jun 30, 26	+5.57K	0.09%
Krilogy Financial LLC	113.31K	Jun 30, 26	-966	0.09%
COGENT STRATEGIC WEALTH LLC	111.65K	Jun 30, 26	-2.18K	0.09%
Burton Enright Welch	107.59K	Jun 30, 26	-3.41K	0.09%
RAYMOND JAMES FINANCIAL INC	106.13K	Jun 30, 26	+20.94K	0.09%
Foundry Financial LLC	103.29K	Jun 30, 26	+13.44K	0.08%
Chicago Partners Investment Group LLC	102.70K	Jun 30, 26	+2	0.08%
Porter White Investment Advisors, Inc.	102.56K	Jun 30, 26	-394	0.08%
Sterling Wealth Management, Inc.	98.33K	Jun 30, 26	-836	0.08%
Aegis Wealth Management LLC	95.93K	Jun 30, 26	+8.30K	0.08%
MML INVESTORS SERVICES, LLC	94.37K	Jun 30, 26	-10.07K	0.08%
Foundations Investment Advisors, LLC	92.12K	Jun 30, 26	+5.35K	0.07%
Veratis Advisors, Inc.	91.77K	Jun 30, 26	+91.77K	0.07%
Brinker Capital Investments, LLC	89.07K	Jun 30, 26	+4.90K	0.07%
Sensenig Capital Advisors, Inc	87.77K	Jun 30, 26	+2.38K	0.07%
D.A. DAVIDSON & CO.	86.60K	Jun 30, 26	+358	0.07%
Avant Financial Advisors LLC	86.17K	Jun 30, 26	+1.10K	0.07%
NewEdge Advisors, LLC	85.03K	Jun 30, 26	+6.71K	0.07%
MORRIS FINANCIAL CONCEPTS, INC.	82.34K	Jun 30, 26	+1.50K	0.07%
Sterling Wealth Advisors Inc	80.07K	Jun 30, 26	+970	0.06%
PARK AVENUE SECURITIES LLC	78.97K	Jun 30, 26	+19.14K	0.06%
Financial Engines Advisors L.L.C.	78.41K	Jun 30, 26	-93.78K	0.06%
POINCIANA ADVISORS GROUP, LLC	76.38K	Jun 30, 26	-1.07K	0.06%
Meritas Wealth Management, LLC	73.46K	Jun 30, 26	+2.55K	0.06%
BAKER TILLY WEALTH MANAGEMENT, LLC	72.25K	Jun 30, 26	+8.04K	0.06%
JANE STREET GROUP, LLC	71.11K	Jun 30, 26	-530.55K	0.06%
Creative Planning	70.69K	Jun 30, 26	+335	0.06%
SC&H Financial Advisors, Inc.	70.22K	Jun 30, 26	+2.85K	0.06%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	67.53K	Jun 30, 26	-6.67K	0.05%
Vistica Wealth Advisors, LLC	67.50K	Jun 30, 26	-4.00K	0.05%
Hill Investment Group Partners, LLC	67.17K	Jun 30, 26	-4.14K	0.05%
SageOak Financial, LLC	65.91K	Jun 30, 26	-634	0.05%
CSP Financial Group, LLC	65.76K	Jun 30, 26	+5.33K	0.05%
HB Wealth Management, LLC	64.94K	Jun 30, 26	+64.94K	0.05%
Wheels Up Wealth, Inc.	63.94K	Jun 30, 26	+742	0.05%
UBS ASSET MANAGEMENT AMERICAS INC	62.42K	Jun 30, 26	--	0.05%
Savvy Advisors, Inc.	61.49K	Jun 30, 26	+6.65K	0.05%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	60.77K	Jun 30, 26	+344	0.05%
Outbound Financial Inc	59.36K	Jun 30, 26	+3.64K	0.05%
Ridgeline Wealth, LLC	58.47K	Jun 30, 26	+3.11K	0.05%
Cyndeo Wealth Partners, LLC	58.18K	Jun 30, 26	+2.69K	0.05%
Vantage Point Financial LLC	58.06K	Jun 30, 26	+5	0.05%
marrick wealth, LLC	56.39K	Jun 30, 26	+4.52K	0.05%
Abel Hall, LLC	56.31K	Jun 30, 26	+3.48K	0.05%
Steward Partners Investment Advisory, LLC	56.15K	Jun 30, 26	+8.58K	0.05%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	54.28K	Jun 30, 26	+3.42K	0.04%
McNamara Financial Services, Inc.	54.01K	Jun 30, 26	+699	0.04%
Optimus Capital Advisors, LLC	53.82K	Jun 30, 26	-1.38K	0.04%
Cerity Partners LLC	53.44K	Jun 30, 26	+8.46K	0.04%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	53.38K	Jun 30, 26	+10.79K	0.04%
Kestra Advisory Services, LLC	53.36K	Jun 30, 26	+2.11K	0.04%
Geneos Wealth Management Inc.	53.28K	Jun 30, 26	+1.48K	0.04%
BEACON HILL WEALTH MANAGEMENT LTD.	53.09K	Jun 30, 26	+53.09K	0.04%
AQR CAPITAL MANAGEMENT LLC	52.05K	Jun 30, 26	+8.95K	0.04%
W.H. Cornerstone Investments Inc.	49.53K	Jun 30, 26	-2.07K	0.04%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	49.43K	Jun 30, 26	+5.29K	0.04%
Wealthcare Advisory Partners LLC	48.82K	Jun 30, 26	+712	0.04%
Three Arch Wealth Management LLC	47.52K	Jun 30, 26	-11.84K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	47.40K	Jun 30, 26	+47.40K	0.04%
KEYVANTAGE WEALTH, LLC	47.32K	Jun 30, 26	+1.31K	0.04%
Brand Asset Management Group, Inc.	47.30K	Jun 30, 26	+9.78K	0.04%
SUTTON PLACE INVESTORS LLC	46.21K	Jun 30, 26	+3.38K	0.04%
E-Wealth Partners, LLC	45.96K	Jun 30, 26	+3.42K	0.04%
CITIGROUP INC	43.73K	Jun 30, 26	+27.87K	0.04%
Integrated Wealth Concepts LLC	42.57K	Jun 30, 26	-430	0.03%
Bay Harbor Wealth Management, LLC	41.88K	Jun 30, 26	+2.30K	0.03%
CAPTRUST FINANCIAL ADVISORS	41.85K	Jun 30, 26	-3.42K	0.03%
WorthPointe, LLC	41.37K	Jun 30, 26	-1.03K	0.03%
Heritage Investment Group, Inc.	40.97K	Jun 30, 26	-249	0.03%
Timonier Family Office, LTD.	40.33K	Jun 30, 26	+40.33K	0.03%
AA Financial Advisors, LLC	40.00K	Jun 30, 26	-2.43K	0.03%
Merit Financial Group, LLC	38.42K	Jun 30, 26	-98	0.03%
STIFEL FINANCIAL CORP	38.41K	Jun 30, 26	-179	0.03%
Abacus Planning Group, Inc.	38.10K	Jun 30, 26	+8.81K	0.03%
QUARRY HILL ADVISORS, LLC	37.06K	Jun 30, 26	+28	0.03%
Acorn Wealth Advisors, LLC	36.89K	Jun 30, 26	+3.56K	0.03%
Modera Wealth Management, LLC	36.53K	Jun 30, 26	-845	0.03%
Core Wealth Management, Inc.	35.79K	Jun 30, 26	+662	0.03%
Canvas Wealth Advisors, LLC	35.51K	Jun 30, 26	+27.66K	0.03%
Cambridge Investment Research Advisors, Inc.	35.07K	Jun 30, 26	+1.57K	0.03%
Vise Technologies, Inc.	35.00K	Jun 30, 26	+5.19K	0.03%
MASTER'S WEALTH MANAGEMENT INC.	34.27K	Jun 30, 26	-6.22K	0.03%
Cypress Point Wealth Management, LLC	34.03K	Jun 30, 26	-1.71K	0.03%
D. E. Shaw & Co., Inc.	33.61K	Jun 30, 26	-13.94K	0.03%
MISSION WEALTH MANAGEMENT, LP	33.34K	Jun 30, 26	+518	0.03%
BWM Planning, LLC	32.34K	Jun 30, 26	+4.80K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	32.18K	Jun 30, 26	+6.77K	0.03%
Diversify Advisory Services, LLC	32.18K	Jun 30, 26	+32.18K	0.03%
Root Financial Partners, LLC	31.52K	Jun 30, 26	-9.00K	0.03%
Equita Financial Network, Inc.	31.52K	Jun 30, 26	+25	0.03%
HUTCHINSON CAPITAL MANAGEMENT/CA	30.47K	Jun 30, 26	+2.23K	0.02%
Cogent Private Wealth, Inc.	29.91K	Jun 30, 26	--	0.02%
Mariner, LLC	29.64K	Jun 30, 26	+1.75K	0.02%
Live Oak Private Wealth LLC	29.63K	Jun 30, 26	+10.37K	0.02%
Signal Advisors Wealth, LLC	28.48K	Jun 30, 26	+101	0.02%
Shearwater Capital LLC	27.84K	Jun 30, 26	+3.03K	0.02%
Ares Financial Consulting, LLC	27.80K	Jun 30, 26	+1.94K	0.02%
Foster Group, Inc.	27.11K	Jun 30, 26	+3.01K	0.02%
Private Advisor Group, LLC	26.41K	Jun 30, 26	+803	0.02%
UBS Group AG	25.67K	Jun 30, 26	+1.45K	0.02%
MB Generational Wealth, LLC	25.55K	Jun 30, 26	+808	0.02%
FIRETHORN WEALTH PARTNERS, LLC	25.28K	Jun 30, 26	+98	0.02%
TANDEMGROWTH FINANCIAL ADVISORS LLC	24.37K	Jun 30, 26	+2.16K	0.02%
Leading Edge Financial Planning LLC	24.37K	Jun 30, 26	+975	0.02%
Smartleaf Asset Management LLC	23.90K	Jun 30, 26	--	0.02%
Kane Co Wealth Management, Inc.	23.81K	Jun 30, 26	+559	0.02%
Capstone Wealth Management, LLC	23.06K	Jun 30, 26	+1.50K	0.02%
COLLECTIVE FAMILY OFFICE LLC	22.86K	Jun 30, 26	+530	0.02%
HEFFERNAN ADVISORY, INC	22.68K	Jun 30, 26	+737	0.02%
TRUIST FINANCIAL CORP	22.63K	Jun 30, 26	+2.25K	0.02%
First Pacific Financial	22.11K	Jun 30, 26	-132	0.02%
Equitable Holdings, Inc.	21.96K	Jun 30, 26	+423	0.02%
Seaside Wealth Management, Inc.	21.73K	Jun 30, 26	+150	0.02%
KM Capital Management Ltd.	21.69K	Jun 30, 26	-3.85K	0.02%
Oath Planning, LLC	21.61K	Jun 30, 26	+413	0.02%
Essential Planning, LLC.	21.06K	Jun 30, 26	+4.42K	0.02%
Abacus Wealth Partners, LLC	20.93K	Jun 30, 26	-3.65K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	20.77K	Jun 30, 26	+1.79K	0.02%
Delap Wealth Advisory, LLC	20.74K	Jun 30, 26	-241	0.02%
JACKSON THORNTON ASSET MANAGEMENT, LLC	19.41K	Jun 30, 26	+86	0.02%
Tactive Advisors, LLC	18.10K	Jun 30, 26	-40.92K	0.01%
Mission Hills Financial Advisory, LLC	17.85K	Jun 30, 26	+17.85K	0.01%
Foundation Wealth Management, LLC\PA	17.53K	Jun 30, 26	--	0.01%
Simplicity Wealth,LLC	17.44K	Jun 30, 26	+5.72K	0.01%
NWAM LLC	16.76K	Jun 30, 26	+2.10K	0.01%
Five Oceans Advisors	16.65K	Jun 30, 26	-443	0.01%
SIGNATUREFD, LLC	16.26K	Jun 30, 26	+2.43K	0.01%
Triad Wealth Partners, LLC	16.03K	Jun 30, 26	+3.50K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.59K	Jun 30, 26	+15.59K	0.01%
Selective Wealth Management, Inc.	15.19K	Jun 30, 26	+6.55K	0.01%
Navigate Wealth Management, LLC	14.91K	Jun 30, 26	--	0.01%
Mills Wealth Advisors LLC	14.38K	Jun 30, 26	+1.09K	0.01%
Brookstone Capital Management	14.32K	Jun 30, 26	+2.41K	0.01%
Two West Capital Advisors LLC	14.16K	Jun 30, 26	+773	0.01%
WELLS FARGO & COMPANY/MN	13.80K	Jun 30, 26	+9.74K	0.01%
Investmark Advisory Group LLC	13.73K	Jun 30, 26	+1.51K	0.01%
Cetera Investment Advisers	13.72K	Jun 30, 26	--	0.01%
Invst, LLC	13.58K	Jun 30, 26	+2.10K	0.01%
ASSETMARK, INC	13.44K	Jun 30, 26	+759	0.01%
IFP Advisors, Inc	13.40K	Jun 30, 26	-135	0.01%
Wolfstich Capital, LLC	13.39K	Jun 30, 26	+13.39K	0.01%
Hutchens & Kramer Investment Management Group, LLC	13.32K	Jun 30, 26	-12	0.01%
MORGAN STANLEY	13.00K	Jun 30, 26	-2.86K	0.01%
Approach Retirement Advisors, LLC	12.99K	Jun 30, 26	+355	0.01%
SouthState Corp	12.98K	Jun 30, 26	--	0.01%
GTS SECURITIES LLC	12.79K	Jun 30, 26	+12.79K	0.01%
Larry Mathis Financial Planning, LLC	12.70K	Jun 30, 26	+3.27K	0.01%
McGrath & Associates, Inc.	12.58K	Jun 30, 26	-1.25K	0.01%
Wealth Enhancement Trust Services, Inc.	12.49K	Jun 30, 26	--	0.01%
KFG WEALTH MANAGEMENT, LLC	12.46K	Jun 30, 26	-138	0.01%
Donalies Financial Planning, LLC	12.19K	Jun 30, 26	+368	0.01%
NICOLET BANKSHARES INC	12.00K	Jun 30, 26	--	0.01%
CHOREO, LLC	12.00K	Jun 30, 26	+49	0.01%
Squire Investment Management Company, LLC	11.89K	Jun 30, 26	+1.21K	0.01%
Global Financial Private Client, LLC	11.70K	Jun 30, 26	+11.70K	0.01%
Summit Financial, LLC	11.17K	Jun 30, 26	+47	0.01%
DOPKINS WEALTH MANAGEMENT, LLC	11.03K	Jun 30, 26	-575	0.01%
Rehmann Capital Advisory Group	10.84K	Jun 30, 26	+9	0.01%
BIP Wealth, LLC	10.78K	Jun 30, 26	+10.78K	0.01%
Ponta Wealth Partners, LLC	10.68K	Jun 30, 26	+10.68K	0.01%
CLIENT 1ST ADVISORY GROUP, LLC	10.58K	Jun 30, 26	-1.12K	0.01%
Apollon Wealth Management, LLC	10.53K	Jun 30, 26	+10.53K	0.01%
Security Financial Services, INC.	10.17K	Jun 30, 26	-125	0.01%
Vested Financial Planning, LLC	10.10K	Jun 30, 26	-222	0.01%
CreativeOne Wealth, LLC	9.81K	Jun 30, 26	+1.56K	0.01%
Stratos Wealth Partners, LTD.	9.74K	Jun 30, 26	+9.74K	0.01%
Vilga Financial Planning LLC	9.73K	Jun 30, 26	--	0.01%
Wedmont Private Capital	9.59K	Jun 30, 26	-1.17K	0.01%
HMV Wealth Advisors, LLC	8.97K	Jun 30, 26	+875	0.01%
CAPITAL PERFORMANCE ADVISORS LLP	8.88K	Jun 30, 26	--	0.01%
Fidelis Capital Partners, LLC	8.50K	Jun 30, 26	--	0.01%
IFG Advisors, LLC	8.31K	Jun 30, 26	--	0.01%
HRT FINANCIAL LP	8.05K	Jun 30, 26	-2.71K	0.01%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	7.92K	Jun 30, 26	+1	0.01%
XCELSIOR ADVISOR PARTNERS LLC	7.74K	Jun 30, 26	+2	0.01%
Glass Jacobson Investment Advisors llc	7.64K	Jun 30, 26	+203	0.01%
Arkadios Wealth Advisors	7.49K	Jun 30, 26	+7.49K	0.01%
DEMMING FINANCIAL SERVICES CORP /ADV	7.45K	Jun 30, 26	+7.45K	0.01%
Mayflower Financial Advisors, LLC	7.32K	Jun 30, 26	+7.32K	0.01%
Sanctuary Advisors, LLC	7.27K	Jun 30, 26	+7.27K	0.01%
Tillman Hartley LLC	6.98K	Jun 30, 26	+6.98K	0.01%
Washington Trust Advisors, Inc.	6.61K	Jun 30, 26	+291	0.01%
ROYAL BANK OF CANADA	6.13K	Jun 30, 26	+5.23K	0.00%
Keating Financial Advisory Services, Inc.	5.96K	Jun 30, 26	+36	0.00%
ELEVATE WEALTH ADVISORY, INC	4.96K	Jun 30, 26	+216	0.00%
Ashton Thomas Private Wealth, LLC	4.70K	Jun 30, 26	-105	0.00%
3 FACTOR INDEXING, LLC	4.66K	Jun 30, 26	--	0.00%
AE Wealth Management LLC	4.19K	Jun 30, 26	+1.73K	0.00%
Rachor Investment Advisory Services, LLC	4.08K	Jun 30, 26	+623	0.00%
FMR LLC	3.65K	Jun 30, 26	+1.67K	0.00%
ANGELES WEALTH MANAGEMENT, LLC	3.37K	Jun 30, 26	+669	0.00%
PRIVATE TRUST CO NA	3.00K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	2.73K	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	2.46K	Jun 30, 26	--	0.00%
Nalls Sherbakoff Group, LLC	2.22K	Jun 30, 26	+345	0.00%
Quarry LP	1.96K	Jun 30, 26	+1.96K	0.00%
Redwood Park Advisors LLC	1.90K	Jun 30, 26	+6	0.00%
BESSEMER GROUP INC	1.69K	Jun 30, 26	+1.69K	0.00%
Qube Research & Technologies Ltd	1.52K	Jun 30, 26	+1.52K	0.00%
FIFTH THIRD BANCORP	1.42K	Jun 30, 26	-4	0.00%
Millstone Evans Group, LLC	1.40K	Jun 30, 26	+14	0.00%
CNB Bank	1.20K	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	1.16K	Jun 30, 26	+256	0.00%
Colonial Trust Co / SC	1.09K	Jun 30, 26	-58	0.00%
Larson Financial Group LLC	1.08K	Jun 30, 26	+326	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	998	Jun 30, 26	+470	0.00%
RHL GROUP, LLC	916	Jun 30, 26	+916	0.00%
Arlington Trust Co LLC	908	Jun 30, 26	--	0.00%
Blume Capital Management, Inc.	905	Jun 30, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	834	Jun 30, 26	--	0.00%
IFG Advisory, LLC	808	Jun 30, 26	--	0.00%
Parkside Financial Bank & Trust	779	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	645	Jun 30, 26	+645	0.00%
EVERMAY WEALTH MANAGEMENT LLC	621	Jun 30, 26	+621	0.00%
Concord Wealth Partners	593	Jun 30, 26	+593	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	575	Jun 30, 26	-59	0.00%
Strategic Investment Solutions, Inc. /IL	349	Jun 30, 26	-257	0.00%
BARRETT & COMPANY, INC.	279	Jun 30, 26	+279	0.00%
CoreCap Advisors, LLC	263	Jun 30, 26	--	0.00%
Strive Financial Group ,LLC	252	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	223	Jun 30, 26	+8	0.00%
ZRC WEALTH MANAGEMENT, LLC	211	Jun 30, 26	+1	0.00%
FIDUCIARY FINANCIAL ADVISORS	184	Jun 30, 26	+184	0.00%
HOWE & RUSLING INC	167	Jun 30, 26	+167	0.00%
Aptus Capital Advisors, LLC	128	Jun 30, 26	--	0.00%
BlackRock, Inc.	43	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	29	Jun 30, 26	+29	0.00%
Rockefeller Capital Management L.P.	26	Jun 30, 26	+26	0.00%
Rossby Financial, LCC	19	Jun 30, 26	+19	0.00%
Key Capital Management, INC	14	Jun 30, 26	+4	0.00%
Broadhurst Jeffrey B	--	Jun 30, 26	-12.34K	--
Proficio Capital Partners LLC	--	Jun 30, 26	-38.32K	--
Golden State Equity Partners	--	Jun 30, 26	-280	--
Advisory Services Network, LLC	--	Jun 30, 26	-3.82K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.00K	--
Mattern Wealth Management LLC	--	Jun 30, 26	-114.60K	--
Virtu Financial LLC	--	Jun 30, 26	-27.21K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-34.36K	--
Operose Advisors LLC	--	Jun 30, 26	-587	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-935	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-769	--
CWM, LLC	705.92K	Mar 31, 26	+125.15K	0.57%
Evanson Asset Management, LLC	562.45K	Mar 31, 26	+111.60K	0.45%
North Ridge Wealth Advisors, Inc.	314.57K	Mar 31, 26	+21.27K	0.25%
U.S. Capital Wealth Advisors, LLC	13.04K	Mar 31, 26	-473	0.01%
SOL Capital Management CO	--	Mar 31, 26	-25.98K	--
Total Wealth Planning, LLC	30.22K	Dec 31, 25	-584.54K	0.02%
Austin Private Wealth, LLC	19.01K	Dec 31, 25	+816	0.02%
VanderPol Investments L.L.C.	17.76K	Dec 31, 25	+5.01K	0.01%
MidWestOne Financial Group, Inc.	11.80K	Dec 31, 25	--	0.01%
Grunden Financial Advisory, Inc.	11.54K	Dec 31, 25	+339	0.01%
COMERICA BANK	133	Dec 31, 25	+7	0.00%
REDMONT WEALTH ADVISORS LLC	128	Dec 31, 25	--	0.00%
Willow Creek Wealth Management Inc.	638.86K	Sep 30, 25	+78.13K	0.51%
Hemington Wealth Management	215.06K	Sep 30, 25	+40.12K	0.17%
Wealthstream Advisors, Inc.	19.74K	Sep 30, 25	+295	0.02%
Copperleaf Capital, LLC	12.68K	Sep 30, 25	+1.91K	0.01%
Jentner Corp	466.54K	Jun 30, 25	+5.78K	0.37%
Waypoint Wealth Partners Inc.	133.93K	Jun 30, 25	-2.13K	0.11%
Parkworth Wealth Management, Inc.	31.14K	Jun 30, 25	+2.38K	0.02%
KRAFT ASSET MANAGEMENT, LLC	12.49K	Jun 30, 25	-9.48K	0.01%
Corrigan Financial, Inc.	340.68K	Mar 31, 25	+67.31K	0.27%
Rappaport Reiches Capital Management, LLC	220.81K	Mar 31, 25	+15.47K	0.18%
Orion Portfolio Solutions, LLC	30.82K	Mar 31, 25	+10.70K	0.02%
Cassady Schiller Wealth Management, LLC	177	Dec 31, 24	+177	0.00%
Advisory Services & Investments, LLC	227.22K	Sep 30, 24	-3.59K	0.18%
Waypoint Capital Advisors, LLC	121.55K	Sep 30, 24	-9.97K	0.10%
Aspire Wealth Management Corp	1.25K	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.41M	Jun 30, 24	+370.41K	1.94%
Private Ocean, LLC	2.18M	Jun 30, 24	+148.84K	1.75%
WEALTHSOURCE PARTNERS, LLC	28.27K	Dec 31, 23	+5.16K	0.02%
PATHSTONE FAMILY OFFICE, LLC	209.18K	Sep 30, 23	+1.70K	0.17%
Column Capital Advisors, LLC	67.85K	Sep 30, 23	+10.42K	0.05%
TRIAD FINANCIAL ADVISORS, INC.	57.00K	Sep 30, 23	+57.00K	0.05%

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Holder

Date

Change

% Held

Forum Financial Management, LP

18.00M

Jun 30, 26

+477.86K

14.43%

Savant Capital, LLC

15.35M

Jun 30, 26

+2.60M

12.31%

JMG Financial Group, Ltd.

6.71M

Jun 30, 26

+366.35K

5.38%

Colony Group, LLC

3.96M

Jun 30, 26

-115.98K

3.17%

BRIGHTON JONES LLC

3.03M

Jun 30, 26

+232.21K

2.43%

TCI Wealth Advisors, Inc.

2.81M

Jun 30, 26

+21.10K

2.25%

Wealthspire Advisors, LLC

2.78M

Jun 30, 26

+21.79K

2.23%

LifeGuide Financial Advisors, LLC

2.59M

Jun 30, 26

+84.25K

2.08%

Buckingham Strategic Partners

2.17M

Jun 30, 26

+391.14K

1.74%

DiNuzzo Private Wealth, Inc.

1.84M

Jun 30, 26

+4.53K

1.48%

MASECO LLP

1.61M

Jun 30, 26

+53.18K

1.29%

LPL Financial LLC

1.30M

Jun 30, 26

+81.58K

1.04%

Rather & Kittrell, Inc.

1.19M

Jun 30, 26

+83.59K

0.96%

Rockwood Wealth Management, LLC

1.15M

Jun 30, 26

+145.64K

0.92%

Summit Financial Strategies, Inc.

1.12M

Jun 30, 26

+54.59K

0.90%

Creative Capital Management Investments LLC

1.05M

Jun 30, 26

+148.93K

0.84%

Financial Plan, Inc.

1.01M

Jun 30, 26

+78.66K

0.81%

Great Waters Wealth Management

951.74K

Jun 30, 26

+63.37K

0.76%

WPWealth LLP

927.90K

Jun 30, 26

-35.38K

0.74%

Guardian Wealth Management, LLC

912.52K

Jun 30, 26

+7.20K

0.73%

Wescott Financial Advisory Group, LLC

898.89K

Jun 30, 26

-9.27K

0.72%

Verisail Partners, LLC

870.40K

Jun 30, 26

+8.10K

0.70%

Resources Investment Advisors, LLC.

827.00K

Jun 30, 26

+6.86K

0.66%

Index Fund Advisors, Inc.

819.33K

Jun 30, 26

-62.35K

0.66%

RS CRUM INC.

674.31K

Jun 30, 26

+8.99K

0.54%

Beacon Pointe Advisors, LLC

665.26K

Jun 30, 26

-148.71K

0.53%

Wealth Management Nebraska

659.88K

Jun 30, 26

+39.37K

0.53%

Quantum Financial Advisors, LLC

653.83K

Jun 30, 26

+7.80K

0.52%

Integris Wealth Management, LLC

646.74K

Jun 30, 26

+36.47K

0.52%

ENVESTNET ASSET MANAGEMENT INC

631.26K

Jun 30, 26

+294.57K

0.51%

Private Wealth Management Group, LLC

618.65K

Jun 30, 26

+10.48K

0.50%

Level Financial Advisors, Inc.

618.12K

Jun 30, 26

+35.83K

0.50%

Evanson Financial, LLC

574.36K

Jun 30, 26

+574.36K

0.46%

Aspen Capital Management, LLC

553.94K

Jun 30, 26

+7.30K

0.44%

Planning Center, Inc.

551.99K

Jun 30, 26

+4.88K

0.44%

AWM CAPITAL, LLC

519.83K

Jun 30, 26

+186.79K

0.42%

Syverson Strege & Co

478.32K

Jun 30, 26

+2.24K

0.38%

HARBOUR INVESTMENTS, INC.

470.46K

Jun 30, 26

+35.62K

0.38%

Geometric Wealth Advisors

465.67K

Jun 30, 26

+20.94K

0.37%

COMMONWEALTH EQUITY SERVICES, LLC

457.14K

Jun 30, 26

+18.10K

0.37%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

455.87K

Jun 30, 26

+220.23K

0.37%

McLean Asset Management Corp

430.56K

Jun 30, 26

+163.22K

0.35%

Allworth Financial LP

428.45K

Jun 30, 26

+89.71K

0.34%

FLOW TRADERS U.S. LLC

405.98K

Jun 30, 26

+405.98K

0.33%

American Investment Services, Inc.

386.56K

Jun 30, 26

+27.95K

0.31%

SJS Investment Consulting Inc.

378.78K

Jun 30, 26

+49.23K

0.30%

Sprinkle Financial Consultants LLC

378.55K

Jun 30, 26

+3.18K

0.30%

XY Planning Network, Inc.

374.32K

Jun 30, 26

+28.11K

0.30%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

370.11K

Jun 30, 26

+10.42K

0.30%

Vestmark Advisory Solutions, Inc.

366.86K

Jun 30, 26

-44.72K

0.29%

GREAT LAKES ADVISORS, LLC

355.27K

Jun 30, 26

+80.41K

0.28%

Elser Financial Planning, Inc

353.22K

Jun 30, 26

-11.10K

0.28%

REAP Financial Group, LLC

353.22K

Jun 30, 26

+39.20K

0.28%

Apella Capital, LLC

342.80K

Jun 30, 26

+12.60K

0.27%

First Command Advisory Services, Inc.

320.79K

Jun 30, 26

+253.88K

0.26%

Burk Holdings LLC

287.42K

Jun 30, 26

+33.06K

0.23%

Wealth Architects, LLC

284.33K

Jun 30, 26

+14.91K

0.23%

RFG Advisory, LLC

279.73K

Jun 30, 26

+6.26K

0.22%

CogentBlue Wealth Advisors, LLC

258.05K

Jun 30, 26

+12.99K

0.21%

GeoWealth Management, LLC

256.70K

Jun 30, 26

-6.97K

0.21%

Tilson Financial Group, Inc.

256.64K

Jun 30, 26

+12.45K

0.21%

Sterling Financial Planning, Inc.

247.26K

Jun 30, 26

+12.01K

0.20%

Peirce Capital Management, LLC

244.29K

Jun 30, 26

-8.73K

0.20%

SRS Capital Advisors, Inc.

242.42K

Jun 30, 26

-14.48K

0.19%

Parkwoods Wealth Partners, LLC

237.24K

Jun 30, 26

+42.95K

0.19%

AdvisorNet Financial, Inc

224.55K

Jun 30, 26

+9.13K

0.18%

Forum Private Client Group LLC

221.09K

Jun 30, 26

+9.74K

0.18%

Henrickson Nauta Wealth Advisors, Inc.

208.83K

Jun 30, 26

-5.18K

0.17%

Greenspring Advisors, LLC

208.80K

Jun 30, 26

+4.64K

0.17%

New Dimensions Wealth Management, LLC

203.93K

Jun 30, 26

+6.09K

0.16%

Platform Wealth Management, LLC

201.80K

Jun 30, 26

+201.80K

0.16%

Vawter Financial, Ltd.

200.44K

Jun 30, 26

+8.10K

0.16%

Ruedi Wealth Management, Inc.

199.83K

Jun 30, 26

+8.86K

0.16%

CI Private Wealth, LLC

199.44K

Jun 30, 26

-384.13K

0.16%

ADVISOR GROUP HOLDINGS, INC.

199.31K

Jun 30, 26

+52.27K

0.16%

HFM Investment Advisors, LLC

199.06K

Jun 30, 26

-6.41K

0.16%

Integrity Advisory Solutions, LLC

196.24K

Jun 30, 26

+17.39K

0.16%

Parkshore Wealth Management, Inc.

195.02K

Jun 30, 26

-15.96K

0.16%

Shotwell Rutter Baer Inc

194.26K

Jun 30, 26

-907

0.16%

New Capital Management LP

192.56K

Jun 30, 26

+1.92K

0.15%

JDH Wealth Management, LLC

190.15K

Jun 30, 26

+13.43K

0.15%

Clarity Wealth Development LLC

189.41K

Jun 30, 26

+11.15K

0.15%

Cherry Tree Wealth Management, LLC

185.75K

Jun 30, 26

+28.30K

0.15%

VESTIA PERSONAL WEALTH ADVISORS

182.36K

Jun 30, 26

+33.12K

0.15%

von Borstel & Associates, Inc.

182.31K

Jun 30, 26

+5.68K

0.15%

Cartesian Growth Corp

179.65K

Jun 30, 26

0.14%

Colorado Capital Management, Inc.

176.59K

Jun 30, 26

+10.12K

0.14%

Balanced Rock Investment Advisor

175.34K

Jun 30, 26

-429

0.14%

Spire Wealth Management

174.10K

Jun 30, 26

+2.77K

0.14%

LAM GROUP, INC.

171.24K

Jun 30, 26

-16.87K

0.14%

Physician Wealth Solutions Inc.

166.17K

Jun 30, 26

+27.13K

0.13%

Farther Finance Advisors, LLC

161.47K

Jun 30, 26

-2.60K

0.13%

Pathstone Holdings, LLC

159.11K

Jun 30, 26

-6.43K

0.13%

EP Wealth Advisors, LLC

158.72K

Jun 30, 26

-10.85K

0.13%

SAGE RHINO CAPITAL LLC

158.65K

Jun 30, 26

+58.67K

0.13%

JPMORGAN CHASE & CO

157.38K

Jun 30, 26

-4.33K

0.13%

COOPER/HAIMS ADVISORS, LLC

154.32K

Jun 30, 26

+1.44K

0.12%

Betterment LLC

151.48K

Jun 30, 26

+7.18K

0.12%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

147.17K

Jun 30, 26

+824

0.12%

OLD MISSION CAPITAL LLC

138.38K

Jun 30, 26

+138.38K

0.11%

NORTHWEST WEALTH MANAGEMENT, LLC

126.49K

Jun 30, 26

+2.39K

0.10%

CLARIS ADVISORS, LLC / MO /

125.32K

Jun 30, 26

+6.14K

0.10%

LRI Investments, LLC

124.66K

Jun 30, 26

-3.18K

0.10%

MERCER GLOBAL ADVISORS INC /ADV

123.99K

Jun 30, 26

+4.34K

0.10%

KEB ASSET MANAGEMENT, LLC

123.49K

Jun 30, 26

+21.92K

0.10%

MOSAIC FAMILY WEALTH PARTNERS, LLC

121.76K

Jun 30, 26

+4.26K

0.10%

EverSource Wealth Advisors, LLC

121.68K

Jun 30, 26

-41.40K

0.10%

Amicus Financial Advisors, LLC

120.64K

Jun 30, 26

+66.01K

0.10%

Fundamentum, LLC

120.28K

Jun 30, 26

+12.37K

0.10%

Wealth Advisors Northwest LLC

119.73K

Jun 30, 26

+9.52K

0.10%

Yardley Wealth Management LLC

113.79K

Jun 30, 26

+5.91K

0.09%

Longview Financial Advisors LLC

113.45K

Jun 30, 26

+5.57K

0.09%

Krilogy Financial LLC

113.31K

Jun 30, 26

-966

0.09%

COGENT STRATEGIC WEALTH LLC

111.65K

Jun 30, 26

-2.18K

0.09%

Burton Enright Welch

107.59K

Jun 30, 26

-3.41K

0.09%

RAYMOND JAMES FINANCIAL INC

106.13K

Jun 30, 26

+20.94K

0.09%

Foundry Financial LLC

103.29K

Jun 30, 26

+13.44K

0.08%

Chicago Partners Investment Group LLC

102.70K

Jun 30, 26

0.08%

Porter White Investment Advisors, Inc.

102.56K

Jun 30, 26

-394

0.08%

Sterling Wealth Management, Inc.

98.33K

Jun 30, 26

-836

0.08%

Aegis Wealth Management LLC

95.93K

Jun 30, 26

+8.30K

0.08%

MML INVESTORS SERVICES, LLC

94.37K

Jun 30, 26

-10.07K

0.08%

Foundations Investment Advisors, LLC

92.12K

Jun 30, 26

+5.35K

0.07%

Veratis Advisors, Inc.

91.77K

Jun 30, 26

+91.77K

0.07%

Brinker Capital Investments, LLC

89.07K

Jun 30, 26

+4.90K

0.07%

Sensenig Capital Advisors, Inc

87.77K

Jun 30, 26

+2.38K

0.07%

D.A. DAVIDSON & CO.

86.60K

Jun 30, 26

+358

0.07%

Avant Financial Advisors LLC

86.17K

Jun 30, 26

+1.10K

0.07%

NewEdge Advisors, LLC

85.03K

Jun 30, 26

+6.71K

0.07%

MORRIS FINANCIAL CONCEPTS, INC.

82.34K

Jun 30, 26

+1.50K

0.07%

Sterling Wealth Advisors Inc

80.07K

Jun 30, 26

+970

0.06%

PARK AVENUE SECURITIES LLC

78.97K

Jun 30, 26

+19.14K

0.06%

Financial Engines Advisors L.L.C.

78.41K

Jun 30, 26

-93.78K

0.06%

POINCIANA ADVISORS GROUP, LLC

76.38K

Jun 30, 26

-1.07K

0.06%

Meritas Wealth Management, LLC

73.46K

Jun 30, 26

+2.55K

0.06%

BAKER TILLY WEALTH MANAGEMENT, LLC

72.25K

Jun 30, 26

+8.04K

0.06%

JANE STREET GROUP, LLC

71.11K

Jun 30, 26

-530.55K

0.06%

Creative Planning

70.69K

Jun 30, 26

+335

0.06%

SC&H Financial Advisors, Inc.

70.22K

Jun 30, 26

+2.85K

0.06%

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

67.53K

Jun 30, 26

-6.67K

0.05%

Vistica Wealth Advisors, LLC

67.50K

Jun 30, 26

-4.00K

0.05%

Hill Investment Group Partners, LLC

67.17K

Jun 30, 26

-4.14K

0.05%

SageOak Financial, LLC

65.91K

Jun 30, 26

-634

0.05%

CSP Financial Group, LLC

65.76K

Jun 30, 26

+5.33K

0.05%

HB Wealth Management, LLC

64.94K

Jun 30, 26

+64.94K

0.05%

Wheels Up Wealth, Inc.

63.94K

Jun 30, 26

+742

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

62.42K

Jun 30, 26

0.05%

Savvy Advisors, Inc.

61.49K

Jun 30, 26

+6.65K

0.05%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

60.77K

Jun 30, 26

+344

0.05%

Outbound Financial Inc

59.36K

Jun 30, 26

+3.64K

0.05%

Ridgeline Wealth, LLC

58.47K

Jun 30, 26

+3.11K

0.05%

Cyndeo Wealth Partners, LLC

58.18K

Jun 30, 26

+2.69K

0.05%

Vantage Point Financial LLC

58.06K

Jun 30, 26

0.05%

marrick wealth, LLC

56.39K

Jun 30, 26

+4.52K

0.05%

Abel Hall, LLC

56.31K

Jun 30, 26

+3.48K

0.05%

Steward Partners Investment Advisory, LLC

56.15K

Jun 30, 26

+8.58K

0.05%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

54.28K

Jun 30, 26

+3.42K

0.04%

McNamara Financial Services, Inc.

54.01K

Jun 30, 26

+699

0.04%

Optimus Capital Advisors, LLC

53.82K

Jun 30, 26

-1.38K

0.04%

Cerity Partners LLC

53.44K

Jun 30, 26

+8.46K

0.04%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

53.38K

Jun 30, 26

+10.79K

0.04%

Kestra Advisory Services, LLC

53.36K

Jun 30, 26

+2.11K

0.04%

Geneos Wealth Management Inc.

53.28K

Jun 30, 26

+1.48K

0.04%

BEACON HILL WEALTH MANAGEMENT LTD.

53.09K

Jun 30, 26

+53.09K

0.04%

AQR CAPITAL MANAGEMENT LLC

52.05K

Jun 30, 26

+8.95K

0.04%

W.H. Cornerstone Investments Inc.

49.53K

Jun 30, 26

-2.07K

0.04%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

49.43K

Jun 30, 26

+5.29K

0.04%

Wealthcare Advisory Partners LLC

48.82K

Jun 30, 26

+712

0.04%

Three Arch Wealth Management LLC

47.52K

Jun 30, 26

-11.84K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

47.40K

Jun 30, 26

+47.40K

0.04%

KEYVANTAGE WEALTH, LLC

47.32K

Jun 30, 26

+1.31K

0.04%

Brand Asset Management Group, Inc.

47.30K

Jun 30, 26

+9.78K

0.04%

SUTTON PLACE INVESTORS LLC

46.21K

Jun 30, 26

+3.38K

0.04%

E-Wealth Partners, LLC

45.96K

Jun 30, 26

+3.42K

0.04%

CITIGROUP INC

43.73K

Jun 30, 26

+27.87K

0.04%

Integrated Wealth Concepts LLC

42.57K

Jun 30, 26

-430

0.03%

Bay Harbor Wealth Management, LLC

41.88K

Jun 30, 26

+2.30K

0.03%

CAPTRUST FINANCIAL ADVISORS

41.85K

Jun 30, 26

-3.42K

0.03%

WorthPointe, LLC

41.37K

Jun 30, 26

-1.03K

0.03%

Heritage Investment Group, Inc.

40.97K

Jun 30, 26

-249

0.03%

Timonier Family Office, LTD.

40.33K

Jun 30, 26

+40.33K

0.03%

AA Financial Advisors, LLC

40.00K

Jun 30, 26

-2.43K

0.03%

Merit Financial Group, LLC

38.42K

Jun 30, 26

-98

0.03%

STIFEL FINANCIAL CORP

38.41K

Jun 30, 26

-179

0.03%

Abacus Planning Group, Inc.

38.10K

Jun 30, 26

+8.81K

0.03%

QUARRY HILL ADVISORS, LLC

37.06K

Jun 30, 26

+28

0.03%

Acorn Wealth Advisors, LLC

36.89K

Jun 30, 26

+3.56K

0.03%

Modera Wealth Management, LLC

36.53K

Jun 30, 26

-845

0.03%

Core Wealth Management, Inc.

35.79K

Jun 30, 26

+662

0.03%

Canvas Wealth Advisors, LLC

35.51K

Jun 30, 26

+27.66K

0.03%

Cambridge Investment Research Advisors, Inc.

35.07K

Jun 30, 26

+1.57K

0.03%

Vise Technologies, Inc.

35.00K

Jun 30, 26

+5.19K

0.03%

MASTER'S WEALTH MANAGEMENT INC.

34.27K

Jun 30, 26

-6.22K

0.03%

Cypress Point Wealth Management, LLC

34.03K

Jun 30, 26

-1.71K

0.03%

D. E. Shaw & Co., Inc.

33.61K

Jun 30, 26

-13.94K

0.03%

MISSION WEALTH MANAGEMENT, LP

33.34K

Jun 30, 26

+518

0.03%

BWM Planning, LLC

32.34K

Jun 30, 26

+4.80K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

32.18K

Jun 30, 26

+6.77K

0.03%

Diversify Advisory Services, LLC

32.18K

Jun 30, 26

+32.18K

0.03%

Root Financial Partners, LLC

31.52K

Jun 30, 26

-9.00K

0.03%

Equita Financial Network, Inc.

31.52K

Jun 30, 26

+25

0.03%

HUTCHINSON CAPITAL MANAGEMENT/CA

30.47K

Jun 30, 26

+2.23K

0.02%

Cogent Private Wealth, Inc.

29.91K

Jun 30, 26

0.02%

Mariner, LLC

29.64K

Jun 30, 26

+1.75K

0.02%

Live Oak Private Wealth LLC

29.63K

Jun 30, 26

+10.37K

0.02%

Signal Advisors Wealth, LLC

28.48K

Jun 30, 26

+101

0.02%

Shearwater Capital LLC

27.84K

Jun 30, 26

+3.03K

0.02%

Ares Financial Consulting, LLC

27.80K

Jun 30, 26

+1.94K

0.02%

Foster Group, Inc.

27.11K

Jun 30, 26

+3.01K

0.02%

Private Advisor Group, LLC

26.41K

Jun 30, 26

+803

0.02%

UBS Group AG

25.67K

Jun 30, 26

+1.45K

0.02%

MB Generational Wealth, LLC

25.55K

Jun 30, 26

+808

0.02%

FIRETHORN WEALTH PARTNERS, LLC

25.28K

Jun 30, 26

+98

0.02%

TANDEMGROWTH FINANCIAL ADVISORS LLC

24.37K

Jun 30, 26

+2.16K

0.02%

Leading Edge Financial Planning LLC

24.37K

Jun 30, 26

+975

0.02%

Smartleaf Asset Management LLC

23.90K

Jun 30, 26

0.02%

Kane Co Wealth Management, Inc.

23.81K

Jun 30, 26

+559

0.02%

Capstone Wealth Management, LLC

23.06K

Jun 30, 26

+1.50K

0.02%

COLLECTIVE FAMILY OFFICE LLC

22.86K

Jun 30, 26

+530

0.02%

HEFFERNAN ADVISORY, INC

22.68K

Jun 30, 26

+737

0.02%

TRUIST FINANCIAL CORP

22.63K

Jun 30, 26

+2.25K

0.02%

First Pacific Financial

22.11K

Jun 30, 26

-132

0.02%

Equitable Holdings, Inc.

21.96K

Jun 30, 26

+423

0.02%

Seaside Wealth Management, Inc.

21.73K

Jun 30, 26

+150

0.02%

KM Capital Management Ltd.

21.69K

Jun 30, 26

-3.85K

0.02%

Oath Planning, LLC

21.61K

Jun 30, 26

+413

0.02%

Essential Planning, LLC.

21.06K

Jun 30, 26

+4.42K

0.02%

Abacus Wealth Partners, LLC

20.93K

Jun 30, 26

-3.65K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

20.77K

Jun 30, 26

+1.79K

0.02%

Delap Wealth Advisory, LLC

20.74K

Jun 30, 26

-241

0.02%

JACKSON THORNTON ASSET MANAGEMENT, LLC

19.41K

Jun 30, 26

+86

0.02%

Tactive Advisors, LLC

18.10K

Jun 30, 26

-40.92K

0.01%

Mission Hills Financial Advisory, LLC

17.85K

Jun 30, 26

+17.85K

0.01%

Foundation Wealth Management, LLC\PA

17.53K

Jun 30, 26

0.01%

Simplicity Wealth,LLC

17.44K

Jun 30, 26

+5.72K

0.01%

NWAM LLC

16.76K

Jun 30, 26

+2.10K

0.01%

Five Oceans Advisors

16.65K

Jun 30, 26

-443

0.01%

SIGNATUREFD, LLC

16.26K

Jun 30, 26

+2.43K

0.01%

Triad Wealth Partners, LLC

16.03K

Jun 30, 26

+3.50K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.59K

Jun 30, 26

+15.59K

0.01%

Selective Wealth Management, Inc.

15.19K

Jun 30, 26

+6.55K

0.01%

Navigate Wealth Management, LLC

14.91K

Jun 30, 26

0.01%

Mills Wealth Advisors LLC

14.38K

Jun 30, 26

+1.09K

0.01%

Brookstone Capital Management

14.32K

Jun 30, 26

+2.41K

0.01%

Two West Capital Advisors LLC

14.16K

Jun 30, 26

+773

0.01%

WELLS FARGO & COMPANY/MN

13.80K

Jun 30, 26

+9.74K

0.01%

Investmark Advisory Group LLC

13.73K

Jun 30, 26

+1.51K

0.01%

Cetera Investment Advisers

13.72K

Jun 30, 26

0.01%

Invst, LLC

13.58K

Jun 30, 26

+2.10K

0.01%

ASSETMARK, INC

13.44K

Jun 30, 26

+759

0.01%

IFP Advisors, Inc

13.40K

Jun 30, 26

-135

0.01%

Wolfstich Capital, LLC

13.39K

Jun 30, 26

+13.39K

0.01%

Hutchens & Kramer Investment Management Group, LLC

13.32K

Jun 30, 26

-12

0.01%

MORGAN STANLEY

13.00K

Jun 30, 26

-2.86K

0.01%

Approach Retirement Advisors, LLC

12.99K

Jun 30, 26

+355

0.01%

SouthState Corp

12.98K

Jun 30, 26

0.01%

GTS SECURITIES LLC

12.79K

Jun 30, 26

+12.79K

0.01%

Larry Mathis Financial Planning, LLC

12.70K

Jun 30, 26

+3.27K

0.01%

McGrath & Associates, Inc.

12.58K

Jun 30, 26

-1.25K

0.01%

Wealth Enhancement Trust Services, Inc.

12.49K

Jun 30, 26

0.01%

KFG WEALTH MANAGEMENT, LLC

12.46K

Jun 30, 26

-138

0.01%

Donalies Financial Planning, LLC

12.19K

Jun 30, 26

+368

0.01%

NICOLET BANKSHARES INC

12.00K

Jun 30, 26

0.01%

CHOREO, LLC

12.00K

Jun 30, 26

+49

0.01%

Squire Investment Management Company, LLC

11.89K

Jun 30, 26

+1.21K

0.01%

Global Financial Private Client, LLC

11.70K

Jun 30, 26

+11.70K

0.01%

Summit Financial, LLC

11.17K

Jun 30, 26

+47

0.01%

DOPKINS WEALTH MANAGEMENT, LLC

11.03K

Jun 30, 26

-575

0.01%

Rehmann Capital Advisory Group

10.84K

Jun 30, 26

0.01%

BIP Wealth, LLC

10.78K

Jun 30, 26

+10.78K

0.01%

Ponta Wealth Partners, LLC

10.68K

Jun 30, 26

+10.68K

0.01%

CLIENT 1ST ADVISORY GROUP, LLC

10.58K

Jun 30, 26

-1.12K

0.01%

Apollon Wealth Management, LLC

10.53K

Jun 30, 26

+10.53K

0.01%

Security Financial Services, INC.

10.17K

Jun 30, 26

-125

0.01%

Vested Financial Planning, LLC

10.10K

Jun 30, 26

-222

0.01%

CreativeOne Wealth, LLC

9.81K

Jun 30, 26

+1.56K

0.01%

Stratos Wealth Partners, LTD.

9.74K

Jun 30, 26

+9.74K

0.01%

Vilga Financial Planning LLC

9.73K

Jun 30, 26

0.01%

Wedmont Private Capital

9.59K

Jun 30, 26

-1.17K

0.01%

HMV Wealth Advisors, LLC

8.97K

Jun 30, 26

+875

0.01%

CAPITAL PERFORMANCE ADVISORS LLP

8.88K

Jun 30, 26

0.01%

Fidelis Capital Partners, LLC

8.50K

Jun 30, 26

0.01%

IFG Advisors, LLC

8.31K

Jun 30, 26

0.01%

HRT FINANCIAL LP

8.05K

Jun 30, 26

-2.71K

0.01%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

7.92K

Jun 30, 26

0.01%

XCELSIOR ADVISOR PARTNERS LLC

7.74K

Jun 30, 26

0.01%

Glass Jacobson Investment Advisors llc

7.64K

Jun 30, 26

+203

0.01%

Arkadios Wealth Advisors

7.49K

Jun 30, 26

+7.49K

0.01%

DEMMING FINANCIAL SERVICES CORP /ADV

7.45K

Jun 30, 26

+7.45K

0.01%

Mayflower Financial Advisors, LLC

7.32K

Jun 30, 26

+7.32K

0.01%

Sanctuary Advisors, LLC

7.27K

Jun 30, 26

+7.27K

0.01%

Tillman Hartley LLC

6.98K

Jun 30, 26

+6.98K

0.01%

Washington Trust Advisors, Inc.

6.61K

Jun 30, 26

+291

0.01%

ROYAL BANK OF CANADA

6.13K

Jun 30, 26

+5.23K

0.00%

Keating Financial Advisory Services, Inc.

5.96K

Jun 30, 26

+36

0.00%

ELEVATE WEALTH ADVISORY, INC

4.96K

Jun 30, 26

+216

0.00%

Ashton Thomas Private Wealth, LLC

4.70K

Jun 30, 26

-105

0.00%

3 FACTOR INDEXING, LLC

4.66K

Jun 30, 26

0.00%

AE Wealth Management LLC

4.19K

Jun 30, 26

+1.73K

0.00%

Rachor Investment Advisory Services, LLC

4.08K

Jun 30, 26

+623

0.00%

FMR LLC

3.65K

Jun 30, 26

+1.67K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.37K

Jun 30, 26

+669

0.00%

PRIVATE TRUST CO NA

3.00K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

2.73K

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

2.46K

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

2.22K

Jun 30, 26

+345

0.00%

Quarry LP

1.96K

Jun 30, 26

+1.96K

0.00%

Redwood Park Advisors LLC

1.90K

Jun 30, 26

0.00%

BESSEMER GROUP INC

1.69K

Jun 30, 26

+1.69K

0.00%

Qube Research & Technologies Ltd

1.52K

Jun 30, 26

+1.52K

0.00%

FIFTH THIRD BANCORP

1.42K

Jun 30, 26

-4

0.00%

Millstone Evans Group, LLC

1.40K

Jun 30, 26

+14

0.00%

CNB Bank

1.20K

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

1.16K

Jun 30, 26

+256

0.00%

Colonial Trust Co / SC

1.09K

Jun 30, 26

-58

0.00%

Larson Financial Group LLC

1.08K

Jun 30, 26

+326

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

998

Jun 30, 26

+470

0.00%

RHL GROUP, LLC

916

Jun 30, 26

+916

0.00%

Arlington Trust Co LLC

908

Jun 30, 26

0.00%

Blume Capital Management, Inc.

905

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

834

Jun 30, 26

0.00%

IFG Advisory, LLC

808

Jun 30, 26

0.00%

Parkside Financial Bank & Trust

779

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

645

Jun 30, 26

+645

0.00%

EVERMAY WEALTH MANAGEMENT LLC

621

Jun 30, 26

+621

0.00%

Concord Wealth Partners

593

Jun 30, 26

+593

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

575

Jun 30, 26

-59

0.00%

Strategic Investment Solutions, Inc. /IL

349

Jun 30, 26

-257

0.00%

BARRETT & COMPANY, INC.

279

Jun 30, 26

+279

0.00%

CoreCap Advisors, LLC

263

Jun 30, 26

0.00%

Strive Financial Group ,LLC

252

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

223

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

211

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

184

Jun 30, 26

+184

0.00%

HOWE & RUSLING INC

167

Jun 30, 26

+167

0.00%

Aptus Capital Advisors, LLC

128

Jun 30, 26

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+29

0.00%

Rockefeller Capital Management L.P.

Jun 30, 26

+26

0.00%

Rossby Financial, LCC

Jun 30, 26

+19

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Broadhurst Jeffrey B

Jun 30, 26

-12.34K

Proficio Capital Partners LLC

Jun 30, 26

-38.32K

Golden State Equity Partners

Jun 30, 26

-280

Advisory Services Network, LLC

Jun 30, 26

-3.82K

Western Wealth Management, LLC

Jun 30, 26

-2.00K

Mattern Wealth Management LLC

Jun 30, 26

-114.60K

Virtu Financial LLC

Jun 30, 26

-27.21K

Ronald Blue Trust, Inc.

Jun 30, 26

-34.36K

Operose Advisors LLC

Jun 30, 26

-587

HHM Wealth Advisors, LLC

Jun 30, 26

-935

HUNTINGTON NATIONAL BANK

Jun 30, 26

-769

CWM, LLC

705.92K

Mar 31, 26

+125.15K

0.57%

Evanson Asset Management, LLC

562.45K

Mar 31, 26

+111.60K

0.45%

North Ridge Wealth Advisors, Inc.

314.57K

Mar 31, 26

+21.27K

0.25%

U.S. Capital Wealth Advisors, LLC

13.04K

Mar 31, 26

-473

0.01%

SOL Capital Management CO

Mar 31, 26

-25.98K

Total Wealth Planning, LLC

30.22K

Dec 31, 25

-584.54K

0.02%

Austin Private Wealth, LLC

19.01K

Dec 31, 25

+816

0.02%

VanderPol Investments L.L.C.

17.76K

Dec 31, 25

+5.01K

0.01%

MidWestOne Financial Group, Inc.

11.80K

Dec 31, 25

0.01%

Grunden Financial Advisory, Inc.

11.54K

Dec 31, 25

+339

0.01%

COMERICA BANK

133

Dec 31, 25

0.00%

REDMONT WEALTH ADVISORS LLC

128

Dec 31, 25

0.00%

Willow Creek Wealth Management Inc.

638.86K

Sep 30, 25

+78.13K

0.51%

Hemington Wealth Management

215.06K

Sep 30, 25

+40.12K

0.17%

Wealthstream Advisors, Inc.

19.74K

Sep 30, 25

+295

0.02%

Copperleaf Capital, LLC

12.68K

Sep 30, 25

+1.91K

0.01%

Jentner Corp

466.54K

Jun 30, 25

+5.78K

0.37%

Waypoint Wealth Partners Inc.

133.93K

Jun 30, 25

-2.13K

0.11%

Parkworth Wealth Management, Inc.

31.14K

Jun 30, 25

+2.38K

0.02%

KRAFT ASSET MANAGEMENT, LLC

12.49K

Jun 30, 25

-9.48K

0.01%

Corrigan Financial, Inc.

340.68K

Mar 31, 25

+67.31K

0.27%

Rappaport Reiches Capital Management, LLC

220.81K

Mar 31, 25

+15.47K

0.18%

Orion Portfolio Solutions, LLC

30.82K

Mar 31, 25

+10.70K

0.02%

Cassady Schiller Wealth Management, LLC

177

Dec 31, 24

+177

0.00%

Advisory Services & Investments, LLC

227.22K

Sep 30, 24

-3.59K

0.18%

Waypoint Capital Advisors, LLC

121.55K

Sep 30, 24

-9.97K

0.10%

Aspire Wealth Management Corp

1.25K

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.41M

Jun 30, 24

+370.41K

1.94%

Private Ocean, LLC

2.18M

Jun 30, 24

+148.84K

1.75%

WEALTHSOURCE PARTNERS, LLC

28.27K

Dec 31, 23

+5.16K

0.02%

PATHSTONE FAMILY OFFICE, LLC

209.18K

Sep 30, 23

+1.70K

0.17%

Column Capital Advisors, LLC

67.85K

Sep 30, 23

+10.42K

0.05%

TRIAD FINANCIAL ADVISORS, INC.

57.00K

Sep 30, 23

+57.00K

0.05%