DFIS(DFIS)
DFIS
Institutional Ownership
Top 421 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 61.37M | Jun 30, 26 | +2.62M | 37.84% |
| NATIXIS ADVISORS, L.P. | 13.10M | Jun 30, 26 | +1.71M | 8.08% |
| Matson Money. Inc. | 11.92M | Jun 30, 26 | -- | 7.35% |
| Envestnet Portfolio Solutions, Inc. | 3.31M | Jun 30, 26 | +8.77K | 2.04% |
| FIRST CITIZENS BANK & TRUST CO | 3.21M | Jun 30, 26 | +6.24K | 1.98% |
| UBS Group AG | 2.80M | Jun 30, 26 | +2.80M | 1.73% |
| Creative Planning | 2.41M | Jun 30, 26 | -16.18K | 1.49% |
| ASSETMARK, INC | 2.22M | Jun 30, 26 | +2.22M | 1.37% |
| ENVESTNET ASSET MANAGEMENT INC | 1.98M | Jun 30, 26 | +133.62K | 1.22% |
| PARK AVENUE SECURITIES LLC | 1.85M | Jun 30, 26 | +113.99K | 1.14% |
| Modern Wealth Management, LLC | 1.74M | Jun 30, 26 | +478.35K | 1.07% |
| Root Financial Partners, LLC | 1.64M | Jun 30, 26 | +516.73K | 1.01% |
| Vise Technologies, Inc. | 1.58M | Jun 30, 26 | +666.31K | 0.98% |
| TCI Wealth Advisors, Inc. | 1.56M | Jun 30, 26 | +135.63K | 0.96% |
| BANK OF MONTREAL /CAN/ | 1.50M | Jun 30, 26 | +80.43K | 0.92% |
| Evanson Financial, LLC | 1.43M | Jun 30, 26 | +1.43M | 0.88% |
| Miracle Mile Advisors, LLC | 1.42M | Jun 30, 26 | +126.58K | 0.88% |
| MATHER GROUP, LLC. | 1.36M | Jun 30, 26 | -121.74K | 0.84% |
| Cerity Partners LLC | 1.27M | Jun 30, 26 | +579.74K | 0.78% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.21M | Jun 30, 26 | +367.86K | 0.75% |
| Wescott Financial Advisory Group, LLC | 1.20M | Jun 30, 26 | +11.83K | 0.74% |
| Discipline Wealth Solutions, LLC | 1.01M | Jun 30, 26 | +53.09K | 0.63% |
| Savant Capital, LLC | 980.08K | Jun 30, 26 | -321.17K | 0.60% |
| BANK OF AMERICA CORP /DE/ | 918.99K | Jun 30, 26 | +25.88K | 0.57% |
| Colony Group, LLC | 873.17K | Jun 30, 26 | +42.85K | 0.54% |
| Index Fund Advisors, Inc. | 708.94K | Jun 30, 26 | +32.06K | 0.44% |
| SATOVSKY ASSET MANAGEMENT LLC | 687.49K | Jun 30, 26 | +46.33K | 0.42% |
| SNS Financial Group, LLC | 681.89K | Jun 30, 26 | +681.89K | 0.42% |
| Janney Montgomery Scott LLC | 664.50K | Jun 30, 26 | -1.68K | 0.41% |
| TOBIAS FINANCIAL ADVISORS, INC. | 659.58K | Jun 30, 26 | +43.84K | 0.41% |
| GOLDMAN SACHS GROUP INC | 650.64K | Jun 30, 26 | +650.64K | 0.40% |
| Shore Point Advisors, LLC | 621.98K | Jun 30, 26 | +44.01K | 0.38% |
| ECLECTIC ASSOCIATES INC /ADV | 603.07K | Jun 30, 26 | +32.17K | 0.37% |
| MERCER GLOBAL ADVISORS INC /ADV | 601.71K | Jun 30, 26 | +245.55K | 0.37% |
| ALESCO ADVISORS LLC | 591.70K | Jun 30, 26 | +46.45K | 0.36% |
| Wealth Management Nebraska | 579.17K | Jun 30, 26 | +48.81K | 0.36% |
| Sherrill & Hutchins Financial Advisory, Inc | 550.66K | Jun 30, 26 | +523.91K | 0.34% |
| CLUNE & ASSOCIATES, LTD. | 515.38K | Jun 30, 26 | +104.64K | 0.32% |
| Tanager Wealth Management LLP | 502.32K | Jun 30, 26 | +2.76K | 0.31% |
| Ballentine Capital Advisors, Inc | 483.14K | Jun 30, 26 | -9.89K | 0.30% |
| AIRE ADVISORS, LLC | 461.66K | Jun 30, 26 | +4.40K | 0.28% |
| Advisory Alpha, LLC | 455.57K | Jun 30, 26 | +32.81K | 0.28% |
| Brand Asset Management Group, Inc. | 453.22K | Jun 30, 26 | +9.04K | 0.28% |
| CI Private Wealth, LLC | 435.38K | Jun 30, 26 | -2.36M | 0.27% |
| Planning Center, Inc. | 413.17K | Jun 30, 26 | +1.54K | 0.25% |
| Abacus Planning Group, Inc. | 389.22K | Jun 30, 26 | +15.09K | 0.24% |
| Three Arch Wealth Management LLC | 383.93K | Jun 30, 26 | +26.52K | 0.24% |
| SVB WEALTH LLC | 383.36K | Jun 30, 26 | +21.53K | 0.24% |
| Guardian Wealth Management, LLC | 357.00K | Jun 30, 26 | +302 | 0.22% |
| Tillman Hartley LLC | 350.56K | Jun 30, 26 | +9.26K | 0.22% |
| Ritter Daniher Financial Advisory LLC / DE | 338.81K | Jun 30, 26 | +22.06K | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 333.26K | Jun 30, 26 | +111.85K | 0.21% |
| Timonier Family Office, LTD. | 331.17K | Jun 30, 26 | +331.17K | 0.20% |
| Berman McAleer LLC | 330.05K | Jun 30, 26 | +306.49K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 328.78K | Jun 30, 26 | +67.28K | 0.20% |
| HighTower Advisors, LLC | 326.84K | Jun 30, 26 | +285.56K | 0.20% |
| Larson Financial Group LLC | 323.42K | Jun 30, 26 | -22.80K | 0.20% |
| Quent Capital, LLC | 318.33K | Jun 30, 26 | +9.54K | 0.20% |
| GEN Financial Management, INC. | 311.96K | Jun 30, 26 | -3.04K | 0.19% |
| NORTHERN TRUST CORP | 309.90K | Jun 30, 26 | +232.59K | 0.19% |
| Allodium Investment Consultants, LLC | 308.75K | Jun 30, 26 | +9.43K | 0.19% |
| JPMORGAN CHASE & CO | 308.25K | Jun 30, 26 | +13.58K | 0.19% |
| FORVIS Wealth Advisors, LLC | 305.73K | Jun 30, 26 | +16.29K | 0.19% |
| KELLY FINANCIAL GROUP LLC | 301.63K | Jun 30, 26 | +15.35K | 0.19% |
| LPL Financial LLC | 300.54K | Jun 30, 26 | -150.34K | 0.19% |
| Beacon Pointe Advisors, LLC | 296.40K | Jun 30, 26 | +4.59K | 0.18% |
| Level Financial Advisors, Inc. | 286.58K | Jun 30, 26 | +16.52K | 0.18% |
| Robinswood Financial LLC | 283.74K | Jun 30, 26 | +5.95K | 0.17% |
| Allworth Financial LP | 275.07K | Jun 30, 26 | -3.54K | 0.17% |
| Disciplined Investments, LLC | 274.14K | Jun 30, 26 | +12.12K | 0.17% |
| Sentinus, LLC | 262.78K | Jun 30, 26 | -25.16K | 0.16% |
| Capital Analysts, LLC | 262.17K | Jun 30, 26 | +20.30K | 0.16% |
| TRUST CO OF VIRGINIA /VA | 261.32K | Jun 30, 26 | +261.32K | 0.16% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 257.79K | Jun 30, 26 | -156 | 0.16% |
| AMI INVESTMENT MANAGEMENT INC | 253.20K | Jun 30, 26 | +11.82K | 0.16% |
| COLLECTIVE FAMILY OFFICE LLC | 248.92K | Jun 30, 26 | +8.25K | 0.15% |
| ELEMENT POINTE ADVISORS, LLC | 246.11K | Jun 30, 26 | +246.11K | 0.15% |
| JANE STREET GROUP, LLC | 243.34K | Jun 30, 26 | -1.02M | 0.15% |
| Equitable Holdings, Inc. | 241.25K | Jun 30, 26 | +39.14K | 0.15% |
| First Pacific Financial | 233.97K | Jun 30, 26 | +30.83K | 0.14% |
| Buckingham Strategic Partners | 210.50K | Jun 30, 26 | +5.87K | 0.13% |
| Sequoia Financial Advisors, LLC | 192.52K | Jun 30, 26 | -20.59K | 0.12% |
| DAVENPORT & Co LLC | 188.01K | Jun 30, 26 | -2.99K | 0.12% |
| HARBOR INVESTMENT ADVISORY, LLC | 178.44K | Jun 30, 26 | +6.79K | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 173.05K | Jun 30, 26 | -5.41K | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 170.26K | Jun 30, 26 | +54.66K | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 164.69K | Jun 30, 26 | +15.36K | 0.10% |
| Tilson Financial Group, Inc. | 163.39K | Jun 30, 26 | +8.10K | 0.10% |
| M Holdings Securities, Inc. | 157.89K | Jun 30, 26 | +47.11K | 0.10% |
| Integrity Wealth Solutions LLC | 152.20K | Jun 30, 26 | +8.20K | 0.09% |
| MORRIS FINANCIAL CONCEPTS, INC. | 149.37K | Jun 30, 26 | -1.64K | 0.09% |
| Apella Capital, LLC | 148.03K | Jun 30, 26 | +3.52K | 0.09% |
| Dynamic Advisor Solutions LLC | 144.82K | Jun 30, 26 | -3.05K | 0.09% |
| Trinity Financial Advisors LLC | 143.08K | Jun 30, 26 | +3.25K | 0.09% |
| Broadway Wealth Solutions, Inc. | 141.53K | Jun 30, 26 | +5.89K | 0.09% |
| ACORN CREEK CAPITAL LLC | 141.40K | Jun 30, 26 | -6.26K | 0.09% |
| PINNEY & SCOFIELD, INC. | 136.16K | Jun 30, 26 | +3.31K | 0.08% |
| CROBAN | 134.32K | Jun 30, 26 | -424 | 0.08% |
| Waverly Advisors, LLC | 132.54K | Jun 30, 26 | -3.62K | 0.08% |
| Syverson Strege & Co | 131.86K | Jun 30, 26 | -45.08K | 0.08% |
| Parkwoods Wealth Partners, LLC | 130.67K | Jun 30, 26 | +34.38K | 0.08% |
| Viaable, LLC | 127.91K | Jun 30, 26 | +127.91K | 0.08% |
| Schoolcraft Capital LLC | 123.11K | Jun 30, 26 | +4.63K | 0.08% |
| Addison Advisors LLC | 117.51K | Jun 30, 26 | -81.59K | 0.07% |
| Williams Financial, LLC | 116.14K | Jun 30, 26 | +5.16K | 0.07% |
| Spire Wealth Management | 115.37K | Jun 30, 26 | +1.30K | 0.07% |
| LAM GROUP, INC. | 114.25K | Jun 30, 26 | +10 | 0.07% |
| IAG Wealth Partners, LLC | 112.58K | Jun 30, 26 | +11.35K | 0.07% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 107.99K | Jun 30, 26 | +3.53K | 0.07% |
| VANCE WEALTH, INC. | 106.97K | Jun 30, 26 | +24.47K | 0.07% |
| Sterling Wealth Management, Inc. | 101.03K | Jun 30, 26 | +755 | 0.06% |
| First Citizens Asset Management, Inc. | 98.37K | Jun 30, 26 | -736 | 0.06% |
| Sanctuary Advisors, LLC | 97.61K | Jun 30, 26 | +9.98K | 0.06% |
| Summit Financial, LLC | 93.85K | Jun 30, 26 | +17.14K | 0.06% |
| Waterfront Wealth Inc. | 91.69K | Jun 30, 26 | -27 | 0.06% |
| Ariadne Wealth Management, LP | 91.51K | Jun 30, 26 | +492 | 0.06% |
| Mariner, LLC | 90.57K | Jun 30, 26 | +23.27K | 0.06% |
| Betterment LLC | 88.16K | Jun 30, 26 | +2.05K | 0.05% |
| Strategic Wealth Advisors LLC | 86.28K | Jun 30, 26 | +2.13K | 0.05% |
| Atomi Financial Group, Inc. | 85.09K | Jun 30, 26 | +47.87K | 0.05% |
| MML INVESTORS SERVICES, LLC | 82.92K | Jun 30, 26 | +6.62K | 0.05% |
| Aurelius Family Office LLC | 78.13K | Jun 30, 26 | -319 | 0.05% |
| WEST PACES ADVISORS INC. | 76.75K | Jun 30, 26 | +35.18K | 0.05% |
| Navigoe, LLC | 76.22K | Jun 30, 26 | -468 | 0.05% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 75.59K | Jun 30, 26 | +5.25K | 0.05% |
| Modera Wealth Management, LLC | 74.41K | Jun 30, 26 | +53.46K | 0.05% |
| Austin Asset Management Co Inc | 73.77K | Jun 30, 26 | +2.62K | 0.05% |
| Indie Asset Partners, LLC | 72.96K | Jun 30, 26 | +1.50K | 0.04% |
| Ruedi Wealth Management, Inc. | 72.84K | Jun 30, 26 | +1.39K | 0.04% |
| NewEdge Advisors, LLC | 69.07K | Jun 30, 26 | +20.72K | 0.04% |
| Fortis Advisors, LLC | 66.96K | Jun 30, 26 | +529 | 0.04% |
| Provident Wealth Management, LLC | 66.51K | Jun 30, 26 | +6.43K | 0.04% |
| VISTA CAPITAL PARTNERS, INC. | 65.30K | Jun 30, 26 | -29 | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 63.81K | Jun 30, 26 | -12.74K | 0.04% |
| Kestra Advisory Services, LLC | 63.64K | Jun 30, 26 | +5.40K | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 63.62K | Jun 30, 26 | +63.62K | 0.04% |
| AdvisorNet Financial, Inc | 63.41K | Jun 30, 26 | +2.60K | 0.04% |
| VESTIA PERSONAL WEALTH ADVISORS | 62.98K | Jun 30, 26 | +7.07K | 0.04% |
| Colony Family Offices, LLC | 62.11K | Jun 30, 26 | +107 | 0.04% |
| SEI INVESTMENTS CO | 61.45K | Jun 30, 26 | +8.01K | 0.04% |
| Prospect Financial Group LLC | 60.91K | Jun 30, 26 | +141 | 0.04% |
| ROYAL BANK OF CANADA | 59.78K | Jun 30, 26 | -38.64K | 0.04% |
| ERn Financial, LLC | 57.72K | Jun 30, 26 | +2.09K | 0.04% |
| MARYLAND CAPITAL ADVISORS INC. | 56.66K | Jun 30, 26 | +56.66K | 0.03% |
| PFG Advisors | 56.46K | Jun 30, 26 | +458 | 0.03% |
| MOTCO | 56.37K | Jun 30, 26 | +4.27K | 0.03% |
| McNamara Financial Services, Inc. | 55.37K | Jun 30, 26 | +286 | 0.03% |
| CLG LLC | 55.31K | Jun 30, 26 | +1.96K | 0.03% |
| FIRST UNITED BANK & TRUST | 55.13K | Jun 30, 26 | +55.13K | 0.03% |
| Glass Jacobson Investment Advisors llc | 54.62K | Jun 30, 26 | -939 | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 54.18K | Jun 30, 26 | +54.18K | 0.03% |
| Frankly Finances, LLC | 53.16K | Jun 30, 26 | +3.85K | 0.03% |
| Ballast Financial Advisors LLC | 51.84K | Jun 30, 26 | +85 | 0.03% |
| Farther Finance Advisors, LLC | 51.58K | Jun 30, 26 | +7.55K | 0.03% |
| Kane Co Wealth Management, Inc. | 51.55K | Jun 30, 26 | +1.78K | 0.03% |
| Elwood & Goetz Wealth Advisory Group, LLC | 50.55K | Jun 30, 26 | +4.36K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 48.17K | Jun 30, 26 | +63 | 0.03% |
| BIP Wealth, LLC | 47.63K | Jun 30, 26 | +17.36K | 0.03% |
| DiNuzzo Private Wealth, Inc. | 47.04K | Jun 30, 26 | -970 | 0.03% |
| Sollinda Capital Management LLC | 45.80K | Jun 30, 26 | +8.00K | 0.03% |
| InTrack Investment Management Inc | 45.55K | Jun 30, 26 | +36.81K | 0.03% |
| MISSION WEALTH MANAGEMENT, LP | 45.30K | Jun 30, 26 | +5.07K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 44.71K | Jun 30, 26 | -10.04K | 0.03% |
| Private Advisor Group, LLC | 44.60K | Jun 30, 26 | -84.42K | 0.03% |
| Forum Financial Management, LP | 43.31K | Jun 30, 26 | -571 | 0.03% |
| MORGAN STANLEY | 43.08K | Jun 30, 26 | -5.79K | 0.03% |
| Noble Wealth Partners LLC | 41.57K | Jun 30, 26 | +41.57K | 0.03% |
| Tortoise Investment Management, LLC | 40.92K | Jun 30, 26 | +597 | 0.03% |
| Vermillion Wealth Management, Inc. | 39.62K | Jun 30, 26 | -1.49K | 0.02% |
| Narus Financial Partners, LLC | 39.33K | Jun 30, 26 | -668 | 0.02% |
| WPWealth LLP | 39.21K | Jun 30, 26 | -7.89K | 0.02% |
| JDH Wealth Management, LLC | 39.03K | Jun 30, 26 | -- | 0.02% |
| Arkadios Wealth Advisors | 34.05K | Jun 30, 26 | +9.49K | 0.02% |
| Werba Rubin Papier Wealth Management | 33.63K | Jun 30, 26 | +8.73K | 0.02% |
| Brinker Capital Investments, LLC | 32.05K | Jun 30, 26 | -4.63K | 0.02% |
| DBK Financial Counsel, LLC | 31.76K | Jun 30, 26 | +138 | 0.02% |
| Arcadia Wealth Management, LLC | 30.85K | Jun 30, 26 | -5.29K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 30.25K | Jun 30, 26 | +1.23K | 0.02% |
| Broadhurst Jeffrey B | 24.87K | Jun 30, 26 | -70.09K | 0.02% |
| MB Generational Wealth, LLC | 24.74K | Jun 30, 26 | -- | 0.02% |
| Chicago Partners Investment Group LLC | 23.99K | Jun 30, 26 | -5.71K | 0.01% |
| GARRISON POINT ADVISORS, LLC | 23.64K | Jun 30, 26 | +23.64K | 0.01% |
| Integras Partners LLC | 23.15K | Jun 30, 26 | +35 | 0.01% |
| Blume Capital Management, Inc. | 23.10K | Jun 30, 26 | -- | 0.01% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 22.93K | Jun 30, 26 | +1.13K | 0.01% |
| WEALTHSPAN PARTNERS, LLC | 22.00K | Jun 30, 26 | +830 | 0.01% |
| Capital Investment Advisory Services, LLC | 21.82K | Jun 30, 26 | +4.17K | 0.01% |
| Kingsview Wealth Management, LLC | 21.75K | Jun 30, 26 | +1.52K | 0.01% |
| NorthCrest Asset Manangement, LLC | 21.17K | Jun 30, 26 | +13.56K | 0.01% |
| Nuveen, LLC | 20.50K | Jun 30, 26 | +20.50K | 0.01% |
| West Wealth Group, LLC | 20.01K | Jun 30, 26 | +237 | 0.01% |
| Ausdal Financial Partners, Inc. | 19.77K | Jun 30, 26 | -- | 0.01% |
| Washington Trust Advisors, Inc. | 19.72K | Jun 30, 26 | +174 | 0.01% |
| Quad-Cities Investment Group, LLC | 19.48K | Jun 30, 26 | +512 | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 19.14K | Jun 30, 26 | -1.13K | 0.01% |
| Financial Engines Advisors L.L.C. | 19.00K | Jun 30, 26 | -4.19K | 0.01% |
| Rockwood Wealth Management, LLC | 18.96K | Jun 30, 26 | -- | 0.01% |
| Joseph Group Capital Management | 18.74K | Jun 30, 26 | -223 | 0.01% |
| DOPKINS WEALTH MANAGEMENT, LLC | 18.70K | Jun 30, 26 | -1.19K | 0.01% |
| Savvy Advisors, Inc. | 18.64K | Jun 30, 26 | -491 | 0.01% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 18.59K | Jun 30, 26 | +752 | 0.01% |
| SUTTON PLACE INVESTORS LLC | 17.46K | Jun 30, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 17.19K | Jun 30, 26 | +2.80K | 0.01% |
| EQ WEALTH ADVISORS, LLC | 17.05K | Jun 30, 26 | +2.54K | 0.01% |
| Tranquility Partners, LLC | 16.75K | Jun 30, 26 | +458 | 0.01% |
| Rather & Kittrell, Inc. | 16.44K | Jun 30, 26 | +81 | 0.01% |
| Everhart Financial Group, Inc. | 16.19K | Jun 30, 26 | +16.19K | 0.01% |
| United Advisor Group, LLC | 16.11K | Jun 30, 26 | +16.11K | 0.01% |
| Steward Partners Investment Advisory, LLC | 15.74K | Jun 30, 26 | +1.47K | 0.01% |
| Legacy Capital Wealth Partners, LLC | 15.62K | Jun 30, 26 | -594 | 0.01% |
| Concurrent Investment Advisors, LLC | 15.60K | Jun 30, 26 | +15.60K | 0.01% |
| Rialto Wealth Management, LLC | 15.07K | Jun 30, 26 | -- | 0.01% |
| SAX WEALTH ADVISORS, LLC | 14.93K | Jun 30, 26 | -322 | 0.01% |
| CHOREO, LLC | 14.69K | Jun 30, 26 | +14.69K | 0.01% |
| Aegis Wealth Management LLC | 13.91K | Jun 30, 26 | -286 | 0.01% |
| XY Planning Network, Inc. | 13.88K | Jun 30, 26 | +13.88K | 0.01% |
| Entelevest, LLC | 13.64K | Jun 30, 26 | +1.57K | 0.01% |
| TAGStone Capital, Inc. | 13.16K | Jun 30, 26 | +200 | 0.01% |
| New Dimensions Wealth Management, LLC | 12.92K | Jun 30, 26 | -353 | 0.01% |
| Partners in Financial Planning | 12.79K | Jun 30, 26 | +382 | 0.01% |
| Squire Investment Management Company, LLC | 12.70K | Jun 30, 26 | +194 | 0.01% |
| FMR LLC | 12.66K | Jun 30, 26 | +6.19K | 0.01% |
| Pacific Asset Management, LLC | 12.55K | Jun 30, 26 | +771 | 0.01% |
| PEAPACK GLADSTONE FINANCIAL CORP | 12.40K | Jun 30, 26 | -- | 0.01% |
| Cetera Investment Advisers | 12.29K | Jun 30, 26 | +1.78K | 0.01% |
| Shearwater Capital LLC | 12.24K | Jun 30, 26 | +12.24K | 0.01% |
| EP Wealth Advisors, LLC | 12.17K | Jun 30, 26 | +674 | 0.01% |
| FIFTH THIRD BANCORP | 12.12K | Jun 30, 26 | -1.71K | 0.01% |
| Fortis Capital Management LLC | 12.11K | Jun 30, 26 | +144 | 0.01% |
| AWM CAPITAL, LLC | 11.87K | Jun 30, 26 | +141 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11.77K | Jun 30, 26 | +773 | 0.01% |
| 180 WEALTH ADVISORS, LLC | 11.65K | Jun 30, 26 | +3.73K | 0.01% |
| IFG Advisors, LLC | 11.59K | Jun 30, 26 | +166 | 0.01% |
| Rehmann Capital Advisory Group | 11.26K | Jun 30, 26 | +186 | 0.01% |
| Cannon Financial Strategists, Inc. | 11.16K | Jun 30, 26 | -256 | 0.01% |
| Abel Hall, LLC | 11.10K | Jun 30, 26 | -363 | 0.01% |
| Sterling Financial Planning, Inc. | 10.76K | Jun 30, 26 | -25 | 0.01% |
| Merit Financial Group, LLC | 10.65K | Jun 30, 26 | +157 | 0.01% |
| Burton Enright Welch | 10.33K | Jun 30, 26 | -- | 0.01% |
| GRANVILLE CAPITAL, INC. | 10.29K | Jun 30, 26 | -- | 0.01% |
| Navigate Wealth Management, LLC | 9.61K | Jun 30, 26 | +64 | 0.01% |
| Strategent Financial, LLC | 9.50K | Jun 30, 26 | +1.32K | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.47K | Jun 30, 26 | +273 | 0.01% |
| Diversify Advisory Services, LLC | 9.47K | Jun 30, 26 | +9.47K | 0.01% |
| SeaCrest Wealth Management, LLC | 9.34K | Jun 30, 26 | +43 | 0.01% |
| ELEVATE WEALTH ADVISORY, INC | 9.12K | Jun 30, 26 | +105 | 0.01% |
| AMERIPRISE FINANCIAL INC | 9.07K | Jun 30, 26 | -1.88K | 0.01% |
| LWM Advisory Services, LLC | 9.00K | Jun 30, 26 | +9.00K | 0.01% |
| Integrated Wealth Concepts LLC | 8.98K | Jun 30, 26 | +8.98K | 0.01% |
| Clarity Capital Advisors, LLC | 8.93K | Jun 30, 26 | +106 | 0.01% |
| CX Institutional | 8.91K | Jun 30, 26 | +8.91K | 0.01% |
| Signal Advisors Wealth, LLC | 8.88K | Jun 30, 26 | +8.88K | 0.01% |
| MARIPAU WEALTH MANAGEMENT LLC | 8.88K | Jun 30, 26 | +97 | 0.01% |
| Wealthcare Advisory Partners LLC | 8.73K | Jun 30, 26 | -71 | 0.01% |
| Advisory Services Network, LLC | 8.64K | Jun 30, 26 | +324 | 0.01% |
| Family Office Research LLC | 8.26K | Jun 30, 26 | -- | 0.01% |
| HRT FINANCIAL LP | 8.10K | Jun 30, 26 | +8.10K | 0.00% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.08K | Jun 30, 26 | +908 | 0.00% |
| HANOVER ADVISORS INC | 7.96K | Jun 30, 26 | -- | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 7.82K | Jun 30, 26 | +58 | 0.00% |
| Cresset Asset Management, LLC | 7.67K | Jun 30, 26 | +7.67K | 0.00% |
| Opus Financial Solutions LLC | 7.67K | Jun 30, 26 | -2.91K | 0.00% |
| Geometric Wealth Advisors | 7.42K | Jun 30, 26 | +7.42K | 0.00% |
| Long Island Wealth Management, Inc. | 7.35K | Jun 30, 26 | +7.35K | 0.00% |
| Nalls Sherbakoff Group, LLC | 7.18K | Jun 30, 26 | +2 | 0.00% |
| Quantinno Capital Management LP | 7.05K | Jun 30, 26 | +7.05K | 0.00% |
| Legacy Edge Advisors, LLC | 6.95K | Jun 30, 26 | -44 | 0.00% |
| AE Wealth Management LLC | 6.70K | Jun 30, 26 | +230 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 6.68K | Jun 30, 26 | -- | 0.00% |
| CALTON & ASSOCIATES, INC. | 6.25K | Jun 30, 26 | +6.25K | 0.00% |
| GEM Asset Management, LLC | 6.25K | Jun 30, 26 | +56 | 0.00% |
| JOHNSON INVESTMENT COUNSEL INC | 6.24K | Jun 30, 26 | +6.24K | 0.00% |
| Sterneck Capital Management, LLC | 6.22K | Jun 30, 26 | -- | 0.00% |
| COMMERCE BANK | 6.09K | Jun 30, 26 | -- | 0.00% |
| DIXON FNANCIAL SERVICES, INC. | 6.07K | Jun 30, 26 | +6.07K | 0.00% |
| Secure Asset Management, LLC | 5.86K | Jun 30, 26 | -1.46K | 0.00% |
| SRS Capital Advisors, Inc. | 5.59K | Jun 30, 26 | +4.55K | 0.00% |
| AlphaCore Capital LLC | 4.99K | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 4.71K | Jun 30, 26 | -75.71K | 0.00% |
| LRI Investments, LLC | 4.02K | Jun 30, 26 | +21 | 0.00% |
| Pillar Financial Advisors, LLC | 3.90K | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 3.71K | Jun 30, 26 | +81 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 3.58K | Jun 30, 26 | +615 | 0.00% |
| Rachor Investment Advisory Services, LLC | 3.23K | Jun 30, 26 | +481 | 0.00% |
| Fairman Group, LLC | 3.15K | Jun 30, 26 | +37 | 0.00% |
| PRIVATE TRUST CO NA | 2.79K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 2.57K | Jun 30, 26 | +2.57K | 0.00% |
| CENTRAL TRUST Co | 1.99K | Jun 30, 26 | +1.90K | 0.00% |
| UMB Bank, n.a. | 1.99K | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 1.94K | Jun 30, 26 | +1.94K | 0.00% |
| PROTECTIVE LIFE CORP | 1.90K | Jun 30, 26 | -1.49K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 1.80K | Jun 30, 26 | -192 | 0.00% |
| Glen Eagle Advisors, LLC | 1.75K | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 1.70K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 1.62K | Jun 30, 26 | -638 | 0.00% |
| Smartleaf Asset Management LLC | 1.61K | Jun 30, 26 | -- | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 1.60K | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 1.60K | Jun 30, 26 | -- | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 1.58K | Jun 30, 26 | -1 | 0.00% |
| Ancora Advisors, LLC | 1.32K | Jun 30, 26 | -- | 0.00% |
| Markowski Investments | 1.32K | Jun 30, 26 | +1.32K | 0.00% |
| Global Retirement Partners, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| Beaird Harris Wealth Management, LLC | 1.26K | Jun 30, 26 | -262 | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 1.24K | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 1.05K | Jun 30, 26 | +13 | 0.00% |
| VANGUARD ADVISERS INC | 1.02K | Jun 30, 26 | -142 | 0.00% |
| Bravera Wealth | 914 | Jun 30, 26 | -- | 0.00% |
| Prudent Man Investment Management, Inc. | 893 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 860 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 833 | Jun 30, 26 | -- | 0.00% |
| Park Place Capital Corp | 818 | Jun 30, 26 | -- | 0.00% |
| Hurley Capital, LLC | 764 | Jun 30, 26 | +9 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 757 | Jun 30, 26 | +757 | 0.00% |
| Parvin Asset Management, LLC | 734 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 719 | Jun 30, 26 | +719 | 0.00% |
| HOWE & RUSLING INC | 716 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 603 | Jun 30, 26 | -21 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 591 | Jun 30, 26 | -- | 0.00% |
| Gleason Group, Inc. | 568 | Jun 30, 26 | +568 | 0.00% |
| SITTNER & NELSON, LLC | 489 | Jun 30, 26 | -- | 0.00% |
| JNBA Financial Advisors | 474 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 458 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 443 | Jun 30, 26 | +443 | 0.00% |
| Montgomery Financial Services LLC | 409 | Jun 30, 26 | +409 | 0.00% |
| Strive Financial Group ,LLC | 398 | Jun 30, 26 | +285 | 0.00% |
| Birchwood Financial Partners, Inc. | 377 | Jun 30, 26 | +4 | 0.00% |
| Trust Co | 321 | Jun 30, 26 | -- | 0.00% |
| New England Capital Financial Advisors LLC | 319 | Jun 30, 26 | +4 | 0.00% |
| N.E.W. Advisory Services LLC | 309 | Jun 30, 26 | +250 | 0.00% |
| Signature Resources Capital Management, LLC | 304 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 290 | Jun 30, 26 | +290 | 0.00% |
| Archer Investment Corp | 249 | Jun 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 249 | Jun 30, 26 | -249 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 237 | Jun 30, 26 | +237 | 0.00% |
| Lodestone Wealth Management LLC | 234 | Jun 30, 26 | +3 | 0.00% |
| US BANCORP \DE\ | 207 | Jun 30, 26 | -260 | 0.00% |
| CoreCap Advisors, LLC | 193 | Jun 30, 26 | +1 | 0.00% |
| Bogart Wealth, LLC | 192 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 178 | Jun 30, 26 | +178 | 0.00% |
| GAMMA Investing LLC | 168 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 166 | Jun 30, 26 | -- | 0.00% |
| Copia Wealth Management | 164 | Jun 30, 26 | +164 | 0.00% |
| Geneos Wealth Management Inc. | 163 | Jun 30, 26 | -6.00K | 0.00% |
| DecisionPoint Financial, LLC | 161 | Jun 30, 26 | +24 | 0.00% |
| HUNTINGTON NATIONAL BANK | 151 | Jun 30, 26 | +151 | 0.00% |
| YANKCOM Partnership | 125 | Jun 30, 26 | +125 | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 114 | Jun 30, 26 | +114 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 85 | Jun 30, 26 | -- | 0.00% |
| ROCKY MOUNTAIN ADVISERS, LLC | 84 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 81 | Jun 30, 26 | +81 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 80 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 75 | Jun 30, 26 | +75 | 0.00% |
| Topsail Wealth Management, LLC | 71 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 55 | Jun 30, 26 | +55 | 0.00% |
| Key FInancial Inc | 44 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 26 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 24 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 23 | Jun 30, 26 | +23 | 0.00% |
| Rosenberg Matthew Hamilton | 21 | Jun 30, 26 | -- | 0.00% |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -64.45K | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -127 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -519 | -- |
| SHP Wealth Management | -- | Jun 30, 26 | -327 | -- |
| TOMPKINS FINANCIAL CORP | -- | Jun 30, 26 | -11 | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -121 | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -649 | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -132.97K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -271 | -- |
| Operose Advisors LLC | -- | Jun 30, 26 | -58 | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -6.26K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -33.83K | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -483 | -- |
| STRATEGIC ADVISORY PARTNERS, LLC | -- | Jun 30, 26 | -91 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -995 | -- |
| Tradewinds Capital Management, LLC | -- | Jun 30, 26 | -2.03K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -433 | -- |
| HHM Wealth Advisors, LLC | -- | Jun 30, 26 | -407 | -- |
| RMB Capital Management, LLC | -- | Jun 30, 26 | -9.71K | -- |
| Equita Financial Network, Inc. | -- | Jun 30, 26 | -12.49K | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -139 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -19.65K | -- |
| Kozak & Associates, Inc. | -- | Jun 30, 26 | -38 | -- |
| Evanson Asset Management, LLC | 1.40M | Mar 31, 26 | +65.50K | 0.86% |
| CWM, LLC | 1.13M | Mar 31, 26 | +87.11K | 0.70% |
| Efficient Advisors, LLC | 447.28K | Mar 31, 26 | -393.50K | 0.28% |
| rebel Financial LLC | 15.02K | Mar 31, 26 | -1.75K | 0.01% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 8.67K | Mar 31, 26 | -900 | 0.01% |
| Skopos Labs, Inc. | 7.74K | Mar 31, 26 | -357 | 0.00% |
| SECURITY NATIONAL BANK OF SO DAK | 7.06K | Mar 31, 26 | +7.06K | 0.00% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 7.04K | Mar 31, 26 | +7.04K | 0.00% |
| Cherry Tree Wealth Management, LLC | 6.22K | Mar 31, 26 | -375 | 0.00% |
| Sunbelt Securities, Inc. | 137 | Mar 31, 26 | -- | 0.00% |
| Quent Long Short Global Small Cap Fund, LP | 286.08K | Dec 31, 25 | +286.08K | 0.18% |
| Total Wealth Planning, LLC | 62.22K | Dec 31, 25 | -1.07M | 0.04% |
| COMERICA BANK | 12.39K | Dec 31, 25 | -77 | 0.01% |
| CIBC Private Wealth Group, LLC | 3.09K | Dec 31, 25 | +2.52K | 0.00% |
| Stephens Consulting, LLC | 81 | Dec 31, 25 | +81 | 0.00% |
| PERRITT CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -282.48K | -- |
| PBMares Wealth Management LLC | 127.76K | Sep 30, 25 | +7.12K | 0.08% |
| Martin Worley Group | 134.06K | Jun 30, 25 | +15.89K | 0.08% |
| Congress Wealth Management LLC / DE / | 43.46K | Jun 30, 25 | -3.02K | 0.03% |
| Corrigan Financial, Inc. | 590.89K | Mar 31, 25 | +109.03K | 0.36% |
| Marcum Wealth, LLC | 134.71K | Mar 31, 25 | +10.12K | 0.08% |
| Orion Portfolio Solutions, LLC | 77.68K | Mar 31, 25 | -14.77K | 0.05% |
| Cahill Wealth Management, LLC | 22.57K | Mar 31, 25 | -162 | 0.01% |
| Spectrum Wealth Counsel, LLC | -- | Mar 31, 25 | -188 | -- |
| Merriman Wealth Management, LLC | 534.78K | Dec 31, 24 | -23.94K | 0.33% |
| Riggs Capital Management LLC | 19.35K | Dec 31, 24 | +19.35K | 0.01% |
| Cassady Schiller Wealth Management, LLC | 335 | Dec 31, 24 | +335 | 0.00% |
| Edmonds Duncan Registered Investment Advisors, LLC | 518.62K | Sep 30, 24 | +33.32K | 0.32% |
| Aspire Wealth Management Corp | 45.80K | Sep 30, 24 | +9.22K | 0.03% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 217.00K | Jun 30, 24 | +17.69K | 0.13% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -29 | -- |
| Bromfield Sneider Wealth Advisors | 6.91K | Mar 31, 24 | +3 | 0.00% |
| Resource Planning Group | 86.98K | Dec 31, 23 | -20.89K | 0.05% |
| Column Capital Advisors, LLC | 51.21K | Sep 30, 23 | +2.91K | 0.03% |
| COLONY GROUP LLC | 14.96K | Sep 30, 23 | -2.58K | 0.01% |
| Relaxing Retirement Coach | 51.15K | Jun 30, 23 | +3.09K | 0.03% |
| BALASA DINVERNO & FOLTZ LLC | 2.60M | Sep 30, 22 | +878.09K | 1.61% |
| CPWM, LLC | -- | Sep 30, 22 | -21.15K | -- |