Dimensional - International Small Cap ETF(DFIS)

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Dimensional - International Small Cap ETF(DFIS)

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$35.43—

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DFIS(DFIS)

DFIS

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 366 Institutional Holders

Holder	Shares	Date	Change	% Held
FIRST CITIZENS BANK & TRUST CO	3.21M	Jun 30, 26	+6.24K	1.95%
ECLECTIC ASSOCIATES INC /ADV	603.07K	Jun 30, 26	+32.17K	0.37%
CLUNE & ASSOCIATES, LTD.	515.38K	Jun 30, 26	+104.64K	0.31%
COLLECTIVE FAMILY OFFICE LLC	248.92K	Jun 30, 26	+8.25K	0.15%
DAVENPORT & Co LLC	188.01K	Jun 30, 26	-2.99K	0.11%
HARBOR INVESTMENT ADVISORY, LLC	178.44K	Jun 30, 26	+6.79K	0.11%
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%
LAM GROUP, INC.	114.25K	Jun 30, 26	+10	0.07%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	107.99K	Jun 30, 26	+3.53K	0.07%
Aurelius Family Office LLC	78.13K	Jun 30, 26	-319	0.05%
DiNuzzo Private Wealth, Inc.	47.04K	Jun 30, 26	-970	0.03%
Quad-Cities Investment Group, LLC	19.48K	Jun 30, 26	+512	0.01%
Rockwood Wealth Management, LLC	18.96K	Jun 30, 26	--	0.01%
Everhart Financial Group, Inc.	16.19K	Jun 30, 26	+16.19K	0.01%
SAX WEALTH ADVISORS, LLC	14.93K	Jun 30, 26	-322	0.01%
Shearwater Capital LLC	12.24K	Jun 30, 26	+12.24K	0.01%
180 WEALTH ADVISORS, LLC	11.65K	Jun 30, 26	+3.73K	0.01%
SeaCrest Wealth Management, LLC	9.34K	Jun 30, 26	+43	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%
Wealthcare Advisory Partners LLC	8.73K	Jun 30, 26	-71	0.01%
Beaird Harris Wealth Management, LLC	1.26K	Jun 30, 26	-262	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	757	Jun 30, 26	+757	0.00%
Gleason Group, Inc.	568	Jun 30, 26	+568	0.00%
Trust Co	321	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	193	Jun 30, 26	+1	0.00%
GAMMA Investing LLC	168	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	24	Jun 30, 26	--	0.00%
Team Financial Group, LLC	--	Jun 30, 26	-649	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-407	--
Kozak & Associates, Inc.	--	Jun 30, 26	-38	--
JONES FINANCIAL COMPANIES LLLP	58.75M	Mar 31, 26	+12.99M	35.58%
Matson Money. Inc.	11.92M	Mar 31, 26	-219.02K	7.22%
NATIXIS ADVISORS, L.P.	11.39M	Mar 31, 26	+1.72M	6.90%
Envestnet Portfolio Solutions, Inc.	3.30M	Mar 31, 26	-271.36K	2.00%
FIRST CITIZENS BANK & TRUST CO	3.21M	Mar 31, 26	-269.31K	1.94%
CI Private Wealth, LLC	2.79M	Mar 31, 26	+189.93K	1.69%
Creative Planning	2.43M	Mar 31, 26	+9.70K	1.47%
ENVESTNET ASSET MANAGEMENT INC	1.84M	Mar 31, 26	+78.93K	1.12%
PARK AVENUE SECURITIES LLC	1.74M	Mar 31, 26	+52.32K	1.05%
MATHER GROUP, LLC.	1.49M	Mar 31, 26	-77.96K	0.90%
TCI Wealth Advisors, Inc.	1.43M	Mar 31, 26	-15.05K	0.86%
BANK OF MONTREAL /CAN/	1.42M	Mar 31, 26	+14.76K	0.86%
Evanson Asset Management, LLC	1.40M	Mar 31, 26	+65.50K	0.85%
Savant Capital, LLC	1.30M	Mar 31, 26	+87.27K	0.79%
Miracle Mile Advisors, LLC	1.30M	Mar 31, 26	+79.21K	0.79%
JANE STREET GROUP, LLC	1.27M	Mar 31, 26	+466.02K	0.77%
Modern Wealth Management, LLC	1.26M	Mar 31, 26	+106.64K	0.76%
Wescott Financial Advisory Group, LLC	1.19M	Mar 31, 26	-107.65K	0.72%
CWM, LLC	1.13M	Mar 31, 26	+87.11K	0.69%
Root Financial Partners, LLC	1.12M	Mar 31, 26	+81.94K	0.68%
Discipline Wealth Solutions, LLC	961.79K	Mar 31, 26	+370.31K	0.58%
Vise Technologies, Inc.	916.24K	Mar 31, 26	--	0.55%
BANK OF AMERICA CORP /DE/	893.11K	Mar 31, 26	+276.79K	0.54%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	845.29K	Mar 31, 26	+153.68K	0.51%
Colony Group, LLC	830.32K	Mar 31, 26	+4.28K	0.50%
Cerity Partners LLC	688.37K	Mar 31, 26	+50.27K	0.42%
Index Fund Advisors, Inc.	676.88K	Mar 31, 26	+40.38K	0.41%
Janney Montgomery Scott LLC	666.18K	Mar 31, 26	+20.70K	0.40%
SATOVSKY ASSET MANAGEMENT LLC	641.16K	Mar 31, 26	+631.71K	0.39%
TOBIAS FINANCIAL ADVISORS, INC.	615.74K	Mar 31, 26	+44.54K	0.37%
Shore Point Advisors, LLC	577.97K	Mar 31, 26	+233.49K	0.35%
ALESCO ADVISORS LLC	545.26K	Mar 31, 26	+7.65K	0.33%
Wealth Management Nebraska	530.36K	Mar 31, 26	+41.96K	0.32%
Tanager Wealth Management LLP	499.56K	Mar 31, 26	+9.43K	0.30%
Ballentine Capital Advisors, Inc	493.04K	Mar 31, 26	-2.16K	0.30%
AIRE ADVISORS, LLC	457.26K	Mar 31, 26	+3.73K	0.28%
LPL Financial LLC	450.88K	Mar 31, 26	+202.93K	0.27%
Efficient Advisors, LLC	447.28K	Mar 31, 26	-393.50K	0.27%
Brand Asset Management Group, Inc.	444.18K	Mar 31, 26	+22.03K	0.27%
Advisory Alpha, LLC	422.76K	Mar 31, 26	+31.38K	0.26%
Planning Center, Inc.	411.63K	Mar 31, 26	-20.73K	0.25%
Abacus Planning Group, Inc.	374.13K	Mar 31, 26	+20.42K	0.23%
SVB WEALTH LLC	361.84K	Mar 31, 26	+14.53K	0.22%
MERCER GLOBAL ADVISORS INC /ADV	356.16K	Mar 31, 26	+256.19K	0.22%
Larson Financial Group LLC	346.21K	Mar 31, 26	-18.99K	0.21%
Tillman Hartley LLC	341.30K	Mar 31, 26	+9.68K	0.21%
Ritter Daniher Financial Advisory LLC / DE	316.75K	Mar 31, 26	+8.53K	0.19%
GEN Financial Management, INC.	315.00K	Mar 31, 26	+8.37K	0.19%
Quent Capital, LLC	308.79K	Mar 31, 26	+22.71K	0.19%
Allodium Investment Consultants, LLC	299.32K	Mar 31, 26	-2.64K	0.18%
JPMORGAN CHASE & CO	294.68K	Mar 31, 26	-6.34K	0.18%
Beacon Pointe Advisors, LLC	291.81K	Mar 31, 26	+1.68K	0.18%
FORVIS Wealth Advisors, LLC	289.44K	Mar 31, 26	+5.89K	0.18%
Sentinus, LLC	287.95K	Mar 31, 26	+5.91K	0.17%
KELLY FINANCIAL GROUP LLC	286.29K	Mar 31, 26	-8.54K	0.17%
Allworth Financial LP	278.61K	Mar 31, 26	+2.81K	0.17%
Level Financial Advisors, Inc.	270.06K	Mar 31, 26	+11.79K	0.16%
Disciplined Investments, LLC	262.02K	Mar 31, 26	+14.29K	0.16%
ADVISOR GROUP HOLDINGS, INC.	261.50K	Mar 31, 26	+97.26K	0.16%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	257.95K	Mar 31, 26	+5.80K	0.16%
Capital Analysts, LLC	241.87K	Mar 31, 26	+34.51K	0.15%
AMI INVESTMENT MANAGEMENT INC	241.37K	Mar 31, 26	-3.84K	0.15%
RAYMOND JAMES FINANCIAL INC	221.42K	Mar 31, 26	+116.23K	0.13%
Sequoia Financial Advisors, LLC	213.11K	Mar 31, 26	-23.49K	0.13%
Buckingham Strategic Partners	204.64K	Mar 31, 26	+19.11K	0.12%
First Pacific Financial	203.13K	Mar 31, 26	+221	0.12%
Equitable Holdings, Inc.	202.11K	Mar 31, 26	+25.97K	0.12%
Addison Advisors LLC	199.09K	Mar 31, 26	-792	0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	178.46K	Mar 31, 26	+178.46K	0.11%
Syverson Strege & Co	176.95K	Mar 31, 26	-1.79K	0.11%
Tilson Financial Group, Inc.	155.29K	Mar 31, 26	+5.04K	0.09%
MORRIS FINANCIAL CONCEPTS, INC.	151.01K	Mar 31, 26	+9.90K	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	149.33K	Mar 31, 26	+837	0.09%
ACORN CREEK CAPITAL LLC	147.66K	Mar 31, 26	-16.24K	0.09%
Integrity Wealth Solutions LLC	144.00K	Mar 31, 26	-3.79K	0.09%
Waverly Advisors, LLC	136.16K	Mar 31, 26	+10.47K	0.08%
CROBAN	134.74K	Mar 31, 26	+2.24K	0.08%
OLD MISSION CAPITAL LLC	132.97K	Mar 31, 26	-31.73K	0.08%
PINNEY & SCOFIELD, INC.	132.85K	Mar 31, 26	+557	0.08%
Private Advisor Group, LLC	129.01K	Mar 31, 26	+7.17K	0.08%
Schoolcraft Capital LLC	118.48K	Mar 31, 26	-3.20K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	115.60K	Mar 31, 26	-43.09K	0.07%
Spire Wealth Management	114.07K	Mar 31, 26	+2.21K	0.07%
Williams Financial, LLC	110.98K	Mar 31, 26	-1.39K	0.07%
M Holdings Securities, Inc.	110.78K	Mar 31, 26	+1.97K	0.07%
IAG Wealth Partners, LLC	101.23K	Mar 31, 26	+5.33K	0.06%
Sterling Wealth Management, Inc.	100.27K	Mar 31, 26	+1.79K	0.06%
First Citizens Asset Management, Inc.	99.11K	Mar 31, 26	+2.72K	0.06%
ROYAL BANK OF CANADA	98.42K	Mar 31, 26	+10.92K	0.06%
Parkwoods Wealth Partners, LLC	96.29K	Mar 31, 26	+10.04K	0.06%
Waterfront Wealth Inc.	91.72K	Mar 31, 26	+7.76K	0.06%
Ariadne Wealth Management, LP	91.02K	Mar 31, 26	+485	0.06%
Sanctuary Advisors, LLC	87.63K	Mar 31, 26	+16.26K	0.05%
Betterment LLC	86.11K	Mar 31, 26	-5.84K	0.05%
VANCE WEALTH, INC.	82.49K	Mar 31, 26	+22.46K	0.05%
Ronald Blue Trust, Inc.	80.42K	Mar 31, 26	+7.94K	0.05%
Aurelius Family Office LLC	78.45K	Mar 31, 26	+1.10K	0.05%
NORTHERN TRUST CORP	77.31K	Mar 31, 26	+284	0.05%
Summit Financial, LLC	76.71K	Mar 31, 26	+53.65K	0.05%
Navigoe, LLC	76.69K	Mar 31, 26	-2.21K	0.05%
Cambridge Investment Research Advisors, Inc.	76.56K	Mar 31, 26	+2.95K	0.05%
MML INVESTORS SERVICES, LLC	76.31K	Mar 31, 26	-2.71K	0.05%
Indie Asset Partners, LLC	71.46K	Mar 31, 26	+2.58K	0.04%
Ruedi Wealth Management, Inc.	71.45K	Mar 31, 26	+4.68K	0.04%
Austin Asset Management Co Inc	71.15K	Mar 31, 26	-445	0.04%
JACKSON THORNTON ASSET MANAGEMENT, LLC	70.34K	Mar 31, 26	+5.63K	0.04%
Mariner, LLC	67.30K	Mar 31, 26	+2.88K	0.04%
Fortis Advisors, LLC	66.43K	Mar 31, 26	+66.43K	0.04%
VISTA CAPITAL PARTNERS, INC.	65.33K	Mar 31, 26	-10.12K	0.04%
Colony Family Offices, LLC	62.00K	Mar 31, 26	+246	0.04%
AdvisorNet Financial, Inc	60.81K	Mar 31, 26	+23	0.04%
Prospect Financial Group LLC	60.77K	Mar 31, 26	-1.49K	0.04%
Provident Wealth Management, LLC	60.08K	Mar 31, 26	+5.78K	0.04%
Kestra Advisory Services, LLC	58.24K	Mar 31, 26	+2.47K	0.04%
PFG Advisors	56.00K	Mar 31, 26	+3.41K	0.03%
VESTIA PERSONAL WEALTH ADVISORS	55.91K	Mar 31, 26	+1.67K	0.03%
ERn Financial, LLC	55.63K	Mar 31, 26	+2.63K	0.03%
Glass Jacobson Investment Advisors llc	55.55K	Mar 31, 26	-382	0.03%
McNamara Financial Services, Inc.	55.09K	Mar 31, 26	-3.43K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	54.75K	Mar 31, 26	-1.86K	0.03%
SEI INVESTMENTS CO	53.44K	Mar 31, 26	+7.07K	0.03%
CLG LLC	53.35K	Mar 31, 26	+2.21K	0.03%
MOTCO	52.09K	Mar 31, 26	+9.38K	0.03%
MORGAN STANLEY	48.87K	Mar 31, 26	+752	0.03%
NewEdge Advisors, LLC	48.35K	Mar 31, 26	+4.35K	0.03%
CAPTRUST FINANCIAL ADVISORS	48.11K	Mar 31, 26	+1.21K	0.03%
WPWealth LLP	47.10K	Mar 31, 26	+6.38K	0.03%
Elwood & Goetz Wealth Advisory Group, LLC	46.19K	Mar 31, 26	+461	0.03%
Farther Finance Advisors, LLC	44.04K	Mar 31, 26	+20.06K	0.03%
Forum Financial Management, LP	43.88K	Mar 31, 26	-1.11M	0.03%
WEST PACES ADVISORS INC.	41.57K	Mar 31, 26	+41.57K	0.03%
HighTower Advisors, LLC	41.28K	Mar 31, 26	-240	0.03%
Vermillion Wealth Management, Inc.	41.11K	Mar 31, 26	+14.56K	0.02%
Tortoise Investment Management, LLC	40.32K	Mar 31, 26	+6.17K	0.02%
MISSION WEALTH MANAGEMENT, LP	40.23K	Mar 31, 26	+3.67K	0.02%
Narus Financial Partners, LLC	40.00K	Mar 31, 26	-485	0.02%
JDH Wealth Management, LLC	39.03K	Mar 31, 26	+898	0.02%
Sollinda Capital Management LLC	37.80K	Mar 31, 26	+3.17K	0.02%
Atomi Financial Group, Inc.	37.22K	Mar 31, 26	+22.94K	0.02%
Brinker Capital Investments, LLC	36.68K	Mar 31, 26	-11.77K	0.02%
Arcadia Wealth Management, LLC	36.15K	Mar 31, 26	-1.89K	0.02%
CITADEL ADVISORS LLC	33.83K	Mar 31, 26	+33.83K	0.02%
DBK Financial Counsel, LLC	31.63K	Mar 31, 26	-20	0.02%
BIP Wealth, LLC	30.27K	Mar 31, 26	+9.52K	0.02%
Chicago Partners Investment Group LLC	29.70K	Mar 31, 26	+11	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	29.02K	Mar 31, 26	+8.68K	0.02%
Sherrill & Hutchins Financial Advisory, Inc	26.75K	Mar 31, 26	+26.75K	0.02%
Werba Rubin Papier Wealth Management	24.90K	Mar 31, 26	+1.07K	0.02%
MB Generational Wealth, LLC	24.74K	Mar 31, 26	-323	0.01%
Arkadios Wealth Advisors	24.56K	Mar 31, 26	+24.56K	0.01%
Financial Engines Advisors L.L.C.	23.20K	Mar 31, 26	+527	0.01%
Integras Partners LLC	23.11K	Mar 31, 26	+23.11K	0.01%
Blume Capital Management, Inc.	23.10K	Mar 31, 26	--	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	21.80K	Mar 31, 26	+734	0.01%
WEALTHSPAN PARTNERS, LLC	21.17K	Mar 31, 26	+109	0.01%
Modera Wealth Management, LLC	20.95K	Mar 31, 26	-1.45K	0.01%
CARDIFF PARK ADVISORS, LLC	20.27K	Mar 31, 26	-565	0.01%
Kingsview Wealth Management, LLC	20.23K	Mar 31, 26	-884	0.01%
DOPKINS WEALTH MANAGEMENT, LLC	19.89K	Mar 31, 26	-2.65K	0.01%
West Wealth Group, LLC	19.78K	Mar 31, 26	+19.78K	0.01%
Ausdal Financial Partners, Inc.	19.77K	Mar 31, 26	-1.03K	0.01%
Golden State Equity Partners	19.65K	Mar 31, 26	--	0.01%
Washington Trust Advisors, Inc.	19.55K	Mar 31, 26	-681	0.01%
Savvy Advisors, Inc.	19.13K	Mar 31, 26	+3.17K	0.01%
Joseph Group Capital Management	18.97K	Mar 31, 26	-2.81K	0.01%
Rockwood Wealth Management, LLC	18.96K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	17.65K	Mar 31, 26	+31	0.01%
SUTTON PLACE INVESTORS LLC	17.46K	Mar 31, 26	--	0.01%
Rather & Kittrell, Inc.	16.36K	Mar 31, 26	-355	0.01%
Tranquility Partners, LLC	16.30K	Mar 31, 26	+508	0.01%
Legacy Capital Wealth Partners, LLC	16.22K	Mar 31, 26	+1.85K	0.01%
Rialto Wealth Management, LLC	15.07K	Mar 31, 26	--	0.01%
rebel Financial LLC	15.02K	Mar 31, 26	-1.75K	0.01%
EQ WEALTH ADVISORS, LLC	14.52K	Mar 31, 26	+6.95K	0.01%
Wealthspire Advisors, LLC	14.39K	Mar 31, 26	+18	0.01%
Steward Partners Investment Advisory, LLC	14.27K	Mar 31, 26	+4.47K	0.01%
Aegis Wealth Management LLC	14.20K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	13.83K	Mar 31, 26	+12.98K	0.01%
New Dimensions Wealth Management, LLC	13.27K	Mar 31, 26	-592	0.01%
TAGStone Capital, Inc.	12.96K	Mar 31, 26	+63	0.01%
Squire Investment Management Company, LLC	12.51K	Mar 31, 26	-6.08K	0.01%
Equita Financial Network, Inc.	12.49K	Mar 31, 26	+625	0.01%
Partners in Financial Planning	12.41K	Mar 31, 26	+8	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	12.40K	Mar 31, 26	--	0.01%
Fortis Capital Management LLC	11.96K	Mar 31, 26	+12	0.01%
Pacific Asset Management, LLC	11.78K	Mar 31, 26	+2.02K	0.01%
AWM CAPITAL, LLC	11.72K	Mar 31, 26	+11	0.01%
EP Wealth Advisors, LLC	11.50K	Mar 31, 26	-120	0.01%
Abel Hall, LLC	11.46K	Mar 31, 26	--	0.01%
IFG Advisors, LLC	11.42K	Mar 31, 26	-581	0.01%
Cannon Financial Strategists, Inc.	11.41K	Mar 31, 26	+11	0.01%
Rehmann Capital Advisory Group	11.08K	Mar 31, 26	+10	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	11.00K	Mar 31, 26	+8.36K	0.01%
AMERIPRISE FINANCIAL INC	10.95K	Mar 31, 26	+10.95K	0.01%
Sterling Financial Planning, Inc.	10.79K	Mar 31, 26	-795	0.01%
Cetera Investment Advisers	10.51K	Mar 31, 26	+1.27K	0.01%
Merit Financial Group, LLC	10.49K	Mar 31, 26	-117	0.01%
RMB Capital Management, LLC	9.71K	Mar 31, 26	--	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.19K	Mar 31, 26	+9.19K	0.01%
ELEVATE WEALTH ADVISORY, INC	9.02K	Mar 31, 26	-349	0.01%
Clarity Capital Advisors, LLC	8.83K	Mar 31, 26	+8	0.01%
MARIPAU WEALTH MANAGEMENT LLC	8.78K	Mar 31, 26	+742	0.01%
InTrack Investment Management Inc	8.74K	Mar 31, 26	+8.74K	0.01%
SIGNET FINANCIAL MANAGEMENT, LLC	8.67K	Mar 31, 26	-900	0.01%
Advisory Services Network, LLC	8.31K	Mar 31, 26	-225	0.01%
Family Office Research LLC	8.26K	Mar 31, 26	--	0.01%
Strategent Financial, LLC	8.18K	Mar 31, 26	+298	0.00%
HANOVER ADVISORS INC	7.96K	Mar 31, 26	+530	0.00%
AQR CAPITAL MANAGEMENT LLC	7.76K	Mar 31, 26	+7.76K	0.00%
Skopos Labs, Inc.	7.74K	Mar 31, 26	-357	0.00%
NorthCrest Asset Manangement, LLC	7.61K	Mar 31, 26	-2.77K	0.00%
Secure Asset Management, LLC	7.32K	Mar 31, 26	+363	0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC	7.17K	Mar 31, 26	+7.17K	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%
PNC FINANCIAL SERVICES GROUP, INC.	6.68K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	6.47K	Mar 31, 26	+151	0.00%
FMR LLC	6.46K	Mar 31, 26	+5.07K	0.00%
Bank of New York Mellon Corp	6.26K	Mar 31, 26	+6.26K	0.00%
Cherry Tree Wealth Management, LLC	6.22K	Mar 31, 26	-375	0.00%
Sterneck Capital Management, LLC	6.22K	Mar 31, 26	--	0.00%
GEM Asset Management, LLC	6.20K	Mar 31, 26	+6	0.00%
Geneos Wealth Management Inc.	6.16K	Mar 31, 26	-2.00K	0.00%
COMMERCE BANK	6.09K	Mar 31, 26	-197	0.00%
AlphaCore Capital LLC	4.99K	Mar 31, 26	--	0.00%
ASSETMARK, INC	4.04K	Mar 31, 26	+3.63K	0.00%
LRI Investments, LLC	4.00K	Mar 31, 26	+169	0.00%
Pillar Financial Advisors, LLC	3.90K	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	3.63K	Mar 31, 26	+433	0.00%
PROTECTIVE LIFE CORP	3.40K	Mar 31, 26	+3.40K	0.00%
Fairman Group, LLC	3.12K	Mar 31, 26	+3	0.00%
HARBOUR INVESTMENTS, INC.	2.96K	Mar 31, 26	+2.96K	0.00%
PRIVATE TRUST CO NA	2.79K	Mar 31, 26	+2.48K	0.00%
EverSource Wealth Advisors, LLC	2.26K	Mar 31, 26	+565	0.00%
Tradewinds Capital Management, LLC	2.03K	Mar 31, 26	+2	0.00%
Ashton Thomas Private Wealth, LLC	1.99K	Mar 31, 26	+1.99K	0.00%
UMB Bank, n.a.	1.99K	Mar 31, 26	+1.99K	0.00%
Glen Eagle Advisors, LLC	1.75K	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	1.70K	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	1.61K	Mar 31, 26	+111	0.00%
C M BIDWELL & ASSOCIATES LTD	1.60K	Mar 31, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	1.59K	Mar 31, 26	+1.09K	0.00%
Ancora Advisors, LLC	1.32K	Mar 31, 26	-7	0.00%
HORIZON FINANCIAL SERVICES, LLC	1.24K	Mar 31, 26	+1.24K	0.00%
VANGUARD ADVISERS INC	1.16K	Mar 31, 26	+1.16K	0.00%
SRS Capital Advisors, Inc.	1.05K	Mar 31, 26	--	0.00%
FAS Wealth Partners, Inc.	1.04K	Mar 31, 26	+876	0.00%
MAI Capital Management	995	Mar 31, 26	+190	0.00%
Prudent Man Investment Management, Inc.	893	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	860	Mar 31, 26	--	0.00%
Park Place Capital Corp	818	Mar 31, 26	--	0.00%
Hurley Capital, LLC	755	Mar 31, 26	+755	0.00%
Parvin Asset Management, LLC	734	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	716	Mar 31, 26	-75	0.00%
Team Financial Group, LLC	649	Mar 31, 26	--	0.00%
Triumph Capital Management	624	Mar 31, 26	-39	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	591	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	519	Mar 31, 26	+519	0.00%
Bell Investment Advisors, Inc	498	Mar 31, 26	+498	0.00%
SITTNER & NELSON, LLC	489	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	483	Mar 31, 26	-3.27K	0.00%
JNBA Financial Advisors	474	Mar 31, 26	--	0.00%
US BANCORP \DE\	467	Mar 31, 26	+365	0.00%
Asset Dedication, LLC	458	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	433	Mar 31, 26	-2.40K	0.00%
HHM Wealth Advisors, LLC	407	Mar 31, 26	--	0.00%
New England Capital Financial Advisors LLC	315	Mar 31, 26	--	0.00%
Signature Resources Capital Management, LLC	304	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	271	Mar 31, 26	+271	0.00%
Archer Investment Corp	249	Mar 31, 26	+249	0.00%
Lodestone Wealth Management LLC	231	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	192	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	166	Mar 31, 26	--	0.00%
MBM Wealth Consultants, LLC	139	Mar 31, 26	+139	0.00%
DecisionPoint Financial, LLC	137	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	137	Mar 31, 26	--	0.00%
CURIO WEALTH, LLC	127	Mar 31, 26	-1	0.00%
Clarity Asset Management, Inc.	121	Mar 31, 26	+121	0.00%
CENTRAL TRUST Co	93	Mar 31, 26	+93	0.00%
CULLEN/FROST BANKERS, INC.	85	Mar 31, 26	--	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	84	Mar 31, 26	+84	0.00%
MPWM ADVISORY SOLUTIONS, LLC	80	Mar 31, 26	--	0.00%
Topsail Wealth Management, LLC	71	Mar 31, 26	--	0.00%
UBS Group AG	61	Mar 31, 26	-14.02K	0.00%
N.E.W. Advisory Services LLC	59	Mar 31, 26	--	0.00%
Operose Advisors LLC	58	Mar 31, 26	+58	0.00%
Key FInancial Inc	44	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	26	Mar 31, 26	--	0.00%
Rosenberg Matthew Hamilton	21	Mar 31, 26	--	0.00%
TOMPKINS FINANCIAL CORP	11	Mar 31, 26	--	0.00%
Diversify Advisory Services, LLC	--	Mar 31, 26	-7.54K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-37.59K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-1.15K	--
McMill Wealth Management	--	Mar 31, 26	-150.78K	--
Maia Wealth LLC	--	Mar 31, 26	-5.59K	--
Signal Advisors Wealth, LLC	--	Mar 31, 26	-8.15K	--
RAM Investment Partners, LLC	--	Mar 31, 26	-7.18K	--
DEUTSCHE BANK AG\	--	Mar 31, 26	-431	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-11.92K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-128	--
Timonier Family Office, LTD.	330.67K	Dec 31, 25	+10.63K	0.20%
Quent Long Short Global Small Cap Fund, LP	286.08K	Dec 31, 25	+286.08K	0.17%
Total Wealth Planning, LLC	62.22K	Dec 31, 25	-1.07M	0.04%
MARYLAND CAPITAL ADVISORS INC.	57.66K	Dec 31, 25	+784	0.03%
COMERICA BANK	12.39K	Dec 31, 25	-77	0.01%
Nalls Sherbakoff Group, LLC	6.49K	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	3.62K	Dec 31, 25	+1.15K	0.00%
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	0.32%
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	0.31%
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	1.58%
CPWM, LLC	--	Sep 30, 22	-21.15K	--

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Holder

Date

Change

% Held

FIRST CITIZENS BANK & TRUST CO

3.21M

Jun 30, 26

+6.24K

1.95%

ECLECTIC ASSOCIATES INC /ADV

603.07K

Jun 30, 26

+32.17K

0.37%

CLUNE & ASSOCIATES, LTD.

515.38K

Jun 30, 26

+104.64K

0.31%

COLLECTIVE FAMILY OFFICE LLC

248.92K

Jun 30, 26

+8.25K

0.15%

DAVENPORT & Co LLC

188.01K

Jun 30, 26

-2.99K

0.11%

HARBOR INVESTMENT ADVISORY, LLC

178.44K

Jun 30, 26

+6.79K

0.11%

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%

LAM GROUP, INC.

114.25K

Jun 30, 26

+10

0.07%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

107.99K

Jun 30, 26

+3.53K

0.07%

Aurelius Family Office LLC

78.13K

Jun 30, 26

-319

0.05%

DiNuzzo Private Wealth, Inc.

47.04K

Jun 30, 26

-970

0.03%

Quad-Cities Investment Group, LLC

19.48K

Jun 30, 26

+512

0.01%

Rockwood Wealth Management, LLC

18.96K

Jun 30, 26

0.01%

Everhart Financial Group, Inc.

16.19K

Jun 30, 26

+16.19K

0.01%

SAX WEALTH ADVISORS, LLC

14.93K

Jun 30, 26

-322

0.01%

Shearwater Capital LLC

12.24K

Jun 30, 26

+12.24K

0.01%

180 WEALTH ADVISORS, LLC

11.65K

Jun 30, 26

+3.73K

0.01%

SeaCrest Wealth Management, LLC

9.34K

Jun 30, 26

+43

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%

Wealthcare Advisory Partners LLC

8.73K

Jun 30, 26

-71

0.01%

Beaird Harris Wealth Management, LLC

1.26K

Jun 30, 26

-262

0.00%

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

757

Jun 30, 26

+757

0.00%

Gleason Group, Inc.

568

Jun 30, 26

+568

0.00%

Trust Co

321

Jun 30, 26

0.00%

CoreCap Advisors, LLC

193

Jun 30, 26

0.00%

GAMMA Investing LLC

168

Jun 30, 26

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

Team Financial Group, LLC

Jun 30, 26

-649

HHM Wealth Advisors, LLC

Jun 30, 26

-407

Kozak & Associates, Inc.

Jun 30, 26

-38

JONES FINANCIAL COMPANIES LLLP

58.75M

Mar 31, 26

+12.99M

35.58%

Matson Money. Inc.

11.92M

Mar 31, 26

-219.02K

7.22%

NATIXIS ADVISORS, L.P.

11.39M

Mar 31, 26

+1.72M

6.90%

Envestnet Portfolio Solutions, Inc.

3.30M

Mar 31, 26

-271.36K

2.00%

FIRST CITIZENS BANK & TRUST CO

3.21M

Mar 31, 26

-269.31K

1.94%

CI Private Wealth, LLC

2.79M

Mar 31, 26

+189.93K

1.69%

Creative Planning

2.43M

Mar 31, 26

+9.70K

1.47%

ENVESTNET ASSET MANAGEMENT INC

1.84M

Mar 31, 26

+78.93K

1.12%

PARK AVENUE SECURITIES LLC

1.74M

Mar 31, 26

+52.32K

1.05%

MATHER GROUP, LLC.

1.49M

Mar 31, 26

-77.96K

0.90%

TCI Wealth Advisors, Inc.

1.43M

Mar 31, 26

-15.05K

0.86%

BANK OF MONTREAL /CAN/

1.42M

Mar 31, 26

+14.76K

0.86%

Evanson Asset Management, LLC

1.40M

Mar 31, 26

+65.50K

0.85%

Savant Capital, LLC

1.30M

Mar 31, 26

+87.27K

0.79%

Miracle Mile Advisors, LLC

1.30M

Mar 31, 26

+79.21K

0.79%

JANE STREET GROUP, LLC

1.27M

Mar 31, 26

+466.02K

0.77%

Modern Wealth Management, LLC

1.26M

Mar 31, 26

+106.64K

0.76%

Wescott Financial Advisory Group, LLC

1.19M

Mar 31, 26

-107.65K

0.72%

CWM, LLC

1.13M

Mar 31, 26

+87.11K

0.69%

Root Financial Partners, LLC

1.12M

Mar 31, 26

+81.94K

0.68%

Discipline Wealth Solutions, LLC

961.79K

Mar 31, 26

+370.31K

0.58%

Vise Technologies, Inc.

916.24K

Mar 31, 26

0.55%

BANK OF AMERICA CORP /DE/

893.11K

Mar 31, 26

+276.79K

0.54%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

845.29K

Mar 31, 26

+153.68K

0.51%

Colony Group, LLC

830.32K

Mar 31, 26

+4.28K

0.50%

Cerity Partners LLC

688.37K

Mar 31, 26

+50.27K

0.42%

Index Fund Advisors, Inc.

676.88K

Mar 31, 26

+40.38K

0.41%

Janney Montgomery Scott LLC

666.18K

Mar 31, 26

+20.70K

0.40%

SATOVSKY ASSET MANAGEMENT LLC

641.16K

Mar 31, 26

+631.71K

0.39%

TOBIAS FINANCIAL ADVISORS, INC.

615.74K

Mar 31, 26

+44.54K

0.37%

Shore Point Advisors, LLC

577.97K

Mar 31, 26

+233.49K

0.35%

ALESCO ADVISORS LLC

545.26K

Mar 31, 26

+7.65K

0.33%

Wealth Management Nebraska

530.36K

Mar 31, 26

+41.96K

0.32%

Tanager Wealth Management LLP

499.56K

Mar 31, 26

+9.43K

0.30%

Ballentine Capital Advisors, Inc

493.04K

Mar 31, 26

-2.16K

0.30%

AIRE ADVISORS, LLC

457.26K

Mar 31, 26

+3.73K

0.28%

LPL Financial LLC

450.88K

Mar 31, 26

+202.93K

0.27%

Efficient Advisors, LLC

447.28K

Mar 31, 26

-393.50K

0.27%

Brand Asset Management Group, Inc.

444.18K

Mar 31, 26

+22.03K

0.27%

Advisory Alpha, LLC

422.76K

Mar 31, 26

+31.38K

0.26%

Planning Center, Inc.

411.63K

Mar 31, 26

-20.73K

0.25%

Abacus Planning Group, Inc.

374.13K

Mar 31, 26

+20.42K

0.23%

SVB WEALTH LLC

361.84K

Mar 31, 26

+14.53K

0.22%

MERCER GLOBAL ADVISORS INC /ADV

356.16K

Mar 31, 26

+256.19K

0.22%

Larson Financial Group LLC

346.21K

Mar 31, 26

-18.99K

0.21%

Tillman Hartley LLC

341.30K

Mar 31, 26

+9.68K

0.21%

Ritter Daniher Financial Advisory LLC / DE

316.75K

Mar 31, 26

+8.53K

0.19%

GEN Financial Management, INC.

315.00K

Mar 31, 26

+8.37K

0.19%

Quent Capital, LLC

308.79K

Mar 31, 26

+22.71K

0.19%

Allodium Investment Consultants, LLC

299.32K

Mar 31, 26

-2.64K

0.18%

JPMORGAN CHASE & CO

294.68K

Mar 31, 26

-6.34K

0.18%

Beacon Pointe Advisors, LLC

291.81K

Mar 31, 26

+1.68K

0.18%

FORVIS Wealth Advisors, LLC

289.44K

Mar 31, 26

+5.89K

0.18%

Sentinus, LLC

287.95K

Mar 31, 26

+5.91K

0.17%

KELLY FINANCIAL GROUP LLC

286.29K

Mar 31, 26

-8.54K

0.17%

Allworth Financial LP

278.61K

Mar 31, 26

+2.81K

0.17%

Level Financial Advisors, Inc.

270.06K

Mar 31, 26

+11.79K

0.16%

Disciplined Investments, LLC

262.02K

Mar 31, 26

+14.29K

0.16%

ADVISOR GROUP HOLDINGS, INC.

261.50K

Mar 31, 26

+97.26K

0.16%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

257.95K

Mar 31, 26

+5.80K

0.16%

Capital Analysts, LLC

241.87K

Mar 31, 26

+34.51K

0.15%

AMI INVESTMENT MANAGEMENT INC

241.37K

Mar 31, 26

-3.84K

0.15%

RAYMOND JAMES FINANCIAL INC

221.42K

Mar 31, 26

+116.23K

0.13%

Sequoia Financial Advisors, LLC

213.11K

Mar 31, 26

-23.49K

0.13%

Buckingham Strategic Partners

204.64K

Mar 31, 26

+19.11K

0.12%

First Pacific Financial

203.13K

Mar 31, 26

+221

0.12%

Equitable Holdings, Inc.

202.11K

Mar 31, 26

+25.97K

0.12%

Addison Advisors LLC

199.09K

Mar 31, 26

-792

0.12%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

178.46K

Mar 31, 26

+178.46K

0.11%

Syverson Strege & Co

176.95K

Mar 31, 26

-1.79K

0.11%

Tilson Financial Group, Inc.

155.29K

Mar 31, 26

+5.04K

0.09%

MORRIS FINANCIAL CONCEPTS, INC.

151.01K

Mar 31, 26

+9.90K

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

149.33K

Mar 31, 26

+837

0.09%

ACORN CREEK CAPITAL LLC

147.66K

Mar 31, 26

-16.24K

0.09%

Integrity Wealth Solutions LLC

144.00K

Mar 31, 26

-3.79K

0.09%

Waverly Advisors, LLC

136.16K

Mar 31, 26

+10.47K

0.08%

CROBAN

134.74K

Mar 31, 26

+2.24K

0.08%

OLD MISSION CAPITAL LLC

132.97K

Mar 31, 26

-31.73K

0.08%

PINNEY & SCOFIELD, INC.

132.85K

Mar 31, 26

+557

0.08%

Private Advisor Group, LLC

129.01K

Mar 31, 26

+7.17K

0.08%

Schoolcraft Capital LLC

118.48K

Mar 31, 26

-3.20K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

115.60K

Mar 31, 26

-43.09K

0.07%

Spire Wealth Management

114.07K

Mar 31, 26

+2.21K

0.07%

Williams Financial, LLC

110.98K

Mar 31, 26

-1.39K

0.07%

M Holdings Securities, Inc.

110.78K

Mar 31, 26

+1.97K

0.07%

IAG Wealth Partners, LLC

101.23K

Mar 31, 26

+5.33K

0.06%

Sterling Wealth Management, Inc.

100.27K

Mar 31, 26

+1.79K

0.06%

First Citizens Asset Management, Inc.

99.11K

Mar 31, 26

+2.72K

0.06%

ROYAL BANK OF CANADA

98.42K

Mar 31, 26

+10.92K

0.06%

Parkwoods Wealth Partners, LLC

96.29K

Mar 31, 26

+10.04K

0.06%

Waterfront Wealth Inc.

91.72K

Mar 31, 26

+7.76K

0.06%

Ariadne Wealth Management, LP

91.02K

Mar 31, 26

+485

0.06%

Sanctuary Advisors, LLC

87.63K

Mar 31, 26

+16.26K

0.05%

Betterment LLC

86.11K

Mar 31, 26

-5.84K

0.05%

VANCE WEALTH, INC.

82.49K

Mar 31, 26

+22.46K

0.05%

Ronald Blue Trust, Inc.

80.42K

Mar 31, 26

+7.94K

0.05%

Aurelius Family Office LLC

78.45K

Mar 31, 26

+1.10K

0.05%

NORTHERN TRUST CORP

77.31K

Mar 31, 26

+284

0.05%

Summit Financial, LLC

76.71K

Mar 31, 26

+53.65K

0.05%

Navigoe, LLC

76.69K

Mar 31, 26

-2.21K

0.05%

Cambridge Investment Research Advisors, Inc.

76.56K

Mar 31, 26

+2.95K

0.05%

MML INVESTORS SERVICES, LLC

76.31K

Mar 31, 26

-2.71K

0.05%

Indie Asset Partners, LLC

71.46K

Mar 31, 26

+2.58K

0.04%

Ruedi Wealth Management, Inc.

71.45K

Mar 31, 26

+4.68K

0.04%

Austin Asset Management Co Inc

71.15K

Mar 31, 26

-445

0.04%

JACKSON THORNTON ASSET MANAGEMENT, LLC

70.34K

Mar 31, 26

+5.63K

0.04%

Mariner, LLC

67.30K

Mar 31, 26

+2.88K

0.04%

Fortis Advisors, LLC

66.43K

Mar 31, 26

+66.43K

0.04%

VISTA CAPITAL PARTNERS, INC.

65.33K

Mar 31, 26

-10.12K

0.04%

Colony Family Offices, LLC

62.00K

Mar 31, 26

+246

0.04%

AdvisorNet Financial, Inc

60.81K

Mar 31, 26

+23

0.04%

Prospect Financial Group LLC

60.77K

Mar 31, 26

-1.49K

0.04%

Provident Wealth Management, LLC

60.08K

Mar 31, 26

+5.78K

0.04%

Kestra Advisory Services, LLC

58.24K

Mar 31, 26

+2.47K

0.04%

PFG Advisors

56.00K

Mar 31, 26

+3.41K

0.03%

VESTIA PERSONAL WEALTH ADVISORS

55.91K

Mar 31, 26

+1.67K

0.03%

ERn Financial, LLC

55.63K

Mar 31, 26

+2.63K

0.03%

Glass Jacobson Investment Advisors llc

55.55K

Mar 31, 26

-382

0.03%

McNamara Financial Services, Inc.

55.09K

Mar 31, 26

-3.43K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

54.75K

Mar 31, 26

-1.86K

0.03%

SEI INVESTMENTS CO

53.44K

Mar 31, 26

+7.07K

0.03%

CLG LLC

53.35K

Mar 31, 26

+2.21K

0.03%

MOTCO

52.09K

Mar 31, 26

+9.38K

0.03%

MORGAN STANLEY

48.87K

Mar 31, 26

+752

0.03%

NewEdge Advisors, LLC

48.35K

Mar 31, 26

+4.35K

0.03%

CAPTRUST FINANCIAL ADVISORS

48.11K

Mar 31, 26

+1.21K

0.03%

WPWealth LLP

47.10K

Mar 31, 26

+6.38K

0.03%

Elwood & Goetz Wealth Advisory Group, LLC

46.19K

Mar 31, 26

+461

0.03%

Farther Finance Advisors, LLC

44.04K

Mar 31, 26

+20.06K

0.03%

Forum Financial Management, LP

43.88K

Mar 31, 26

-1.11M

0.03%

WEST PACES ADVISORS INC.

41.57K

Mar 31, 26

+41.57K

0.03%

HighTower Advisors, LLC

41.28K

Mar 31, 26

-240

0.03%

Vermillion Wealth Management, Inc.

41.11K

Mar 31, 26

+14.56K

0.02%

Tortoise Investment Management, LLC

40.32K

Mar 31, 26

+6.17K

0.02%

MISSION WEALTH MANAGEMENT, LP

40.23K

Mar 31, 26

+3.67K

0.02%

Narus Financial Partners, LLC

40.00K

Mar 31, 26

-485

0.02%

JDH Wealth Management, LLC

39.03K

Mar 31, 26

+898

0.02%

Sollinda Capital Management LLC

37.80K

Mar 31, 26

+3.17K

0.02%

Atomi Financial Group, Inc.

37.22K

Mar 31, 26

+22.94K

0.02%

Brinker Capital Investments, LLC

36.68K

Mar 31, 26

-11.77K

0.02%

Arcadia Wealth Management, LLC

36.15K

Mar 31, 26

-1.89K

0.02%

CITADEL ADVISORS LLC

33.83K

Mar 31, 26

+33.83K

0.02%

DBK Financial Counsel, LLC

31.63K

Mar 31, 26

-20

0.02%

BIP Wealth, LLC

30.27K

Mar 31, 26

+9.52K

0.02%

Chicago Partners Investment Group LLC

29.70K

Mar 31, 26

+11

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

29.02K

Mar 31, 26

+8.68K

0.02%

Sherrill & Hutchins Financial Advisory, Inc

26.75K

Mar 31, 26

+26.75K

0.02%

Werba Rubin Papier Wealth Management

24.90K

Mar 31, 26

+1.07K

0.02%

MB Generational Wealth, LLC

24.74K

Mar 31, 26

-323

0.01%

Arkadios Wealth Advisors

24.56K

Mar 31, 26

+24.56K

0.01%

Financial Engines Advisors L.L.C.

23.20K

Mar 31, 26

+527

0.01%

Integras Partners LLC

23.11K

Mar 31, 26

+23.11K

0.01%

Blume Capital Management, Inc.

23.10K

Mar 31, 26

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

21.80K

Mar 31, 26

+734

0.01%

WEALTHSPAN PARTNERS, LLC

21.17K

Mar 31, 26

+109

0.01%

Modera Wealth Management, LLC

20.95K

Mar 31, 26

-1.45K

0.01%

CARDIFF PARK ADVISORS, LLC

20.27K

Mar 31, 26

-565

0.01%

Kingsview Wealth Management, LLC

20.23K

Mar 31, 26

-884

0.01%

DOPKINS WEALTH MANAGEMENT, LLC

19.89K

Mar 31, 26

-2.65K

0.01%

West Wealth Group, LLC

19.78K

Mar 31, 26

+19.78K

0.01%

Ausdal Financial Partners, Inc.

19.77K

Mar 31, 26

-1.03K

0.01%

Golden State Equity Partners

19.65K

Mar 31, 26

0.01%

Washington Trust Advisors, Inc.

19.55K

Mar 31, 26

-681

0.01%

Savvy Advisors, Inc.

19.13K

Mar 31, 26

+3.17K

0.01%

Joseph Group Capital Management

18.97K

Mar 31, 26

-2.81K

0.01%

Rockwood Wealth Management, LLC

18.96K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

17.65K

Mar 31, 26

+31

0.01%

SUTTON PLACE INVESTORS LLC

17.46K

Mar 31, 26

0.01%

Rather & Kittrell, Inc.

16.36K

Mar 31, 26

-355

0.01%

Tranquility Partners, LLC

16.30K

Mar 31, 26

+508

0.01%

Legacy Capital Wealth Partners, LLC

16.22K

Mar 31, 26

+1.85K

0.01%

Rialto Wealth Management, LLC

15.07K

Mar 31, 26

0.01%

rebel Financial LLC

15.02K

Mar 31, 26

-1.75K

0.01%

EQ WEALTH ADVISORS, LLC

14.52K

Mar 31, 26

+6.95K

0.01%

Wealthspire Advisors, LLC

14.39K

Mar 31, 26

+18

0.01%

Steward Partners Investment Advisory, LLC

14.27K

Mar 31, 26

+4.47K

0.01%

Aegis Wealth Management LLC

14.20K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

13.83K

Mar 31, 26

+12.98K

0.01%

New Dimensions Wealth Management, LLC

13.27K

Mar 31, 26

-592

0.01%

TAGStone Capital, Inc.

12.96K

Mar 31, 26

+63

0.01%

Squire Investment Management Company, LLC

12.51K

Mar 31, 26

-6.08K

0.01%

Equita Financial Network, Inc.

12.49K

Mar 31, 26

+625

0.01%

Partners in Financial Planning

12.41K

Mar 31, 26

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

12.40K

Mar 31, 26

0.01%

Fortis Capital Management LLC

11.96K

Mar 31, 26

+12

0.01%

Pacific Asset Management, LLC

11.78K

Mar 31, 26

+2.02K

0.01%

AWM CAPITAL, LLC

11.72K

Mar 31, 26

+11

0.01%

EP Wealth Advisors, LLC

11.50K

Mar 31, 26

-120

0.01%

Abel Hall, LLC

11.46K

Mar 31, 26

0.01%

IFG Advisors, LLC

11.42K

Mar 31, 26

-581

0.01%

Cannon Financial Strategists, Inc.

11.41K

Mar 31, 26

+11

0.01%

Rehmann Capital Advisory Group

11.08K

Mar 31, 26

+10

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

11.00K

Mar 31, 26

+8.36K

0.01%

AMERIPRISE FINANCIAL INC

10.95K

Mar 31, 26

+10.95K

0.01%

Sterling Financial Planning, Inc.

10.79K

Mar 31, 26

-795

0.01%

Cetera Investment Advisers

10.51K

Mar 31, 26

+1.27K

0.01%

Merit Financial Group, LLC

10.49K

Mar 31, 26

-117

0.01%

RMB Capital Management, LLC

9.71K

Mar 31, 26

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.19K

Mar 31, 26

+9.19K

0.01%

ELEVATE WEALTH ADVISORY, INC

9.02K

Mar 31, 26

-349

0.01%

Clarity Capital Advisors, LLC

8.83K

Mar 31, 26

0.01%

MARIPAU WEALTH MANAGEMENT LLC

8.78K

Mar 31, 26

+742

0.01%

InTrack Investment Management Inc

8.74K

Mar 31, 26

+8.74K

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

8.67K

Mar 31, 26

-900

0.01%

Advisory Services Network, LLC

8.31K

Mar 31, 26

-225

0.01%

Family Office Research LLC

8.26K

Mar 31, 26

0.01%

Strategent Financial, LLC

8.18K

Mar 31, 26

+298

0.00%

HANOVER ADVISORS INC

7.96K

Mar 31, 26

+530

0.00%

AQR CAPITAL MANAGEMENT LLC

7.76K

Mar 31, 26

+7.76K

0.00%

Skopos Labs, Inc.

7.74K

Mar 31, 26

-357

0.00%

NorthCrest Asset Manangement, LLC

7.61K

Mar 31, 26

-2.77K

0.00%

Secure Asset Management, LLC

7.32K

Mar 31, 26

+363

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

7.17K

Mar 31, 26

+7.17K

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%

PNC FINANCIAL SERVICES GROUP, INC.

6.68K

Mar 31, 26

0.00%

AE Wealth Management LLC

6.47K

Mar 31, 26

+151

0.00%

FMR LLC

6.46K

Mar 31, 26

+5.07K

0.00%

Bank of New York Mellon Corp

6.26K

Mar 31, 26

+6.26K

0.00%

Cherry Tree Wealth Management, LLC

6.22K

Mar 31, 26

-375

0.00%

Sterneck Capital Management, LLC

6.22K

Mar 31, 26

0.00%

GEM Asset Management, LLC

6.20K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

6.16K

Mar 31, 26

-2.00K

0.00%

COMMERCE BANK

6.09K

Mar 31, 26

-197

0.00%

AlphaCore Capital LLC

4.99K

Mar 31, 26

0.00%

ASSETMARK, INC

4.04K

Mar 31, 26

+3.63K

0.00%

LRI Investments, LLC

4.00K

Mar 31, 26

+169

0.00%

Pillar Financial Advisors, LLC

3.90K

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

3.63K

Mar 31, 26

+433

0.00%

PROTECTIVE LIFE CORP

3.40K

Mar 31, 26

+3.40K

0.00%

Fairman Group, LLC

3.12K

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

2.96K

Mar 31, 26

+2.96K

0.00%

PRIVATE TRUST CO NA

2.79K

Mar 31, 26

+2.48K

0.00%

EverSource Wealth Advisors, LLC

2.26K

Mar 31, 26

+565

0.00%

Tradewinds Capital Management, LLC

2.03K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.99K

Mar 31, 26

+1.99K

0.00%

UMB Bank, n.a.

1.99K

Mar 31, 26

+1.99K

0.00%

Glen Eagle Advisors, LLC

1.75K

Mar 31, 26

0.00%

Dunhill Financial, LLC

1.70K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

1.61K

Mar 31, 26

+111

0.00%

C M BIDWELL & ASSOCIATES LTD

1.60K

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.59K

Mar 31, 26

+1.09K

0.00%

Ancora Advisors, LLC

1.32K

Mar 31, 26

-7

0.00%

HORIZON FINANCIAL SERVICES, LLC

1.24K

Mar 31, 26

+1.24K

0.00%

VANGUARD ADVISERS INC

1.16K

Mar 31, 26

+1.16K

0.00%

SRS Capital Advisors, Inc.

1.05K

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

1.04K

Mar 31, 26

+876

0.00%

MAI Capital Management

995

Mar 31, 26

+190

0.00%

Prudent Man Investment Management, Inc.

893

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

860

Mar 31, 26

0.00%

Park Place Capital Corp

818

Mar 31, 26

0.00%

Hurley Capital, LLC

755

Mar 31, 26

+755

0.00%

Parvin Asset Management, LLC

734

Mar 31, 26

0.00%

HOWE & RUSLING INC

716

Mar 31, 26

-75

0.00%

Team Financial Group, LLC

649

Mar 31, 26

0.00%

Triumph Capital Management

624

Mar 31, 26

-39

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

591

Mar 31, 26

0.00%

Western Wealth Management, LLC

519

Mar 31, 26

+519

0.00%

Bell Investment Advisors, Inc

498

Mar 31, 26

+498

0.00%

SITTNER & NELSON, LLC

489

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

483

Mar 31, 26

-3.27K

0.00%

JNBA Financial Advisors

474

Mar 31, 26

0.00%

US BANCORP \DE\

467

Mar 31, 26

+365

0.00%

Asset Dedication, LLC

458

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

433

Mar 31, 26

-2.40K

0.00%

HHM Wealth Advisors, LLC

407

Mar 31, 26

0.00%

New England Capital Financial Advisors LLC

315

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

304

Mar 31, 26

0.00%

Sound Income Strategies, LLC

271

Mar 31, 26

+271

0.00%

Archer Investment Corp

249

Mar 31, 26

+249

0.00%

Lodestone Wealth Management LLC

231

Mar 31, 26

0.00%

Bogart Wealth, LLC

192

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

166

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

139

Mar 31, 26

+139

0.00%

DecisionPoint Financial, LLC

137

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

137

Mar 31, 26

0.00%

CURIO WEALTH, LLC

127

Mar 31, 26

-1

0.00%

Clarity Asset Management, Inc.

121

Mar 31, 26

+121

0.00%

CENTRAL TRUST Co

Mar 31, 26

+93

0.00%

CULLEN/FROST BANKERS, INC.

Mar 31, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

Mar 31, 26

+84

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

-14.02K

0.00%

N.E.W. Advisory Services LLC

Mar 31, 26

0.00%

Operose Advisors LLC

Mar 31, 26

+58

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

Mar 31, 26

0.00%

Diversify Advisory Services, LLC

Mar 31, 26

-7.54K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-37.59K

OPTIMA CAPITAL LLC

Mar 31, 26

-1.15K

McMill Wealth Management

Mar 31, 26

-150.78K

Maia Wealth LLC

Mar 31, 26

-5.59K

Signal Advisors Wealth, LLC

Mar 31, 26

-8.15K

RAM Investment Partners, LLC

Mar 31, 26

-7.18K

DEUTSCHE BANK AG\

Mar 31, 26

-431

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-11.92K

Jessup Wealth Management, Inc

Mar 31, 26

-128

Timonier Family Office, LTD.

330.67K

Dec 31, 25

+10.63K

0.20%

Quent Long Short Global Small Cap Fund, LP

286.08K

Dec 31, 25

+286.08K

0.17%

Total Wealth Planning, LLC

62.22K

Dec 31, 25

-1.07M

0.04%

MARYLAND CAPITAL ADVISORS INC.

57.66K

Dec 31, 25

+784

0.03%

COMERICA BANK

12.39K

Dec 31, 25

-77

0.01%

Nalls Sherbakoff Group, LLC

6.49K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

3.62K

Dec 31, 25

+1.15K

0.00%

CIBC Private Wealth Group, LLC

3.09K

Dec 31, 25

+2.52K

0.00%

Stephens Consulting, LLC

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

0.32%

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

0.31%

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

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

1.58%

CPWM, LLC

Sep 30, 22

-21.15K