Dimensional Global Credit Fund(DGCB)

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Dimensional Global Credit Fund(DGCB)

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$53.48—

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DGCB(DGCB)

DGCB

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 152 Institutional Holders

Holder	Shares	Date	Change	% Held
Vestmark Advisory Solutions, Inc.	1.54M	Jun 30, 26	--	7.68%
Integrity Advisory Solutions, LLC	1.34M	Jun 30, 26	+168.83K	6.69%
BANK OF AMERICA CORP /DE/	990.20K	Jun 30, 26	+124.22K	4.93%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	905.65K	Jun 30, 26	+62.93K	4.51%
ENVESTNET ASSET MANAGEMENT INC	819.83K	Jun 30, 26	+162.98K	4.08%
Three Arch Wealth Management LLC	571.50K	Jun 30, 26	+11.93K	2.85%
Tencap Wealth Coaching, LLC	458.25K	Jun 30, 26	+17.81K	2.28%
Allworth Financial LP	386.63K	Jun 30, 26	+111.20K	1.93%
Wealth Advisors Northwest LLC	382.29K	Jun 30, 26	+101.40K	1.90%
Resources Investment Advisors, LLC.	351.60K	Jun 30, 26	+42.89K	1.75%
Integrated Wealth Concepts LLC	328.38K	Jun 30, 26	+159.27K	1.64%
DiNuzzo Private Wealth, Inc.	322.44K	Jun 30, 26	-2.98K	1.61%
AA Financial Advisors, LLC	321.15K	Jun 30, 26	+4.80K	1.60%
UBS ASSET MANAGEMENT AMERICAS INC	316.13K	Jun 30, 26	--	1.57%
DRAVO BAY LLC	309.51K	Jun 30, 26	+42.30K	1.54%
GOLDMAN SACHS GROUP INC	306.51K	Jun 30, 26	+285.17K	1.53%
RFG Advisory, LLC	285.44K	Jun 30, 26	+13.45K	1.42%
Mattern Wealth Management LLC	275.20K	Jun 30, 26	+8.99K	1.37%
COMMONWEALTH EQUITY SERVICES, LLC	232.73K	Jun 30, 26	+10.52K	1.16%
IMA Wealth, Inc.	201.88K	Jun 30, 26	+201.88K	1.01%
NewEdge Advisors, LLC	199.81K	Jun 30, 26	+11.83K	1.00%
PARK AVENUE SECURITIES LLC	189.81K	Jun 30, 26	+90.28K	0.95%
Baird Financial Group, Inc.	188.19K	Jun 30, 26	+188.19K	0.94%
Betterment LLC	175.87K	Jun 30, 26	-683	0.88%
Outbound Financial Inc	174.99K	Jun 30, 26	+13.24K	0.87%
E-Wealth Partners, LLC	174.70K	Jun 30, 26	+16.82K	0.87%
Apella Capital, LLC	164.06K	Jun 30, 26	+154.25K	0.82%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	148.32K	Jun 30, 26	+7.30K	0.74%
SageOak Financial, LLC	139.12K	Jun 30, 26	+7.86K	0.69%
APS Management Group, Inc.	139.11K	Jun 30, 26	+6.26K	0.69%
Dynamic Advisor Solutions LLC	137.49K	Jun 30, 26	-309	0.69%
BEACON HILL WEALTH MANAGEMENT LTD.	126.29K	Jun 30, 26	+126.29K	0.63%
Kestra Advisory Services, LLC	120.05K	Jun 30, 26	+1.97K	0.60%
CITIGROUP INC	116.01K	Jun 30, 26	+50.45K	0.58%
Optimus Capital Advisors, LLC	111.76K	Jun 30, 26	+5.10K	0.56%
Vantage Point Financial LLC	104.53K	Jun 30, 26	+3.68K	0.52%
CSP Financial Group, LLC	102.13K	Jun 30, 26	+6.54K	0.51%
WELLS FARGO & COMPANY/MN	89.74K	Jun 30, 26	+89.34K	0.45%
Farther Finance Advisors, LLC	87.07K	Jun 30, 26	-4.91K	0.43%
Brinker Capital Investments, LLC	83.01K	Jun 30, 26	+3.94K	0.41%
Index Fund Advisors, Inc.	80.31K	Jun 30, 26	+18.81K	0.40%
TRUIST FINANCIAL CORP	77.81K	Jun 30, 26	+9.62K	0.39%
Venture Visionary Partners LLC	68.10K	Jun 30, 26	+68.10K	0.34%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	66.71K	Jun 30, 26	+12.89K	0.33%
Beacon Pointe Advisors, LLC	62.73K	Jun 30, 26	+49.79K	0.31%
Parkwoods Wealth Partners, LLC	61.93K	Jun 30, 26	+61.93K	0.31%
Foundations Investment Advisors, LLC	61.07K	Jun 30, 26	+6.13K	0.30%
ADVISOR GROUP HOLDINGS, INC.	59.19K	Jun 30, 26	+10.72K	0.29%
Mission Hills Financial Advisory, LLC	53.97K	Jun 30, 26	+53.97K	0.27%
LPL Financial LLC	51.00K	Jun 30, 26	-48	0.25%
JPMORGAN CHASE & CO	49.94K	Jun 30, 26	+24.12K	0.25%
TCFG Investment Advisors, LLC	49.91K	Jun 30, 26	+475	0.25%
Fundamentum, LLC	49.36K	Jun 30, 26	+2.29K	0.25%
HEFFERNAN ADVISORY, INC	48.04K	Jun 30, 26	+1.39K	0.24%
Cambridge Investment Research Advisors, Inc.	45.95K	Jun 30, 26	-235	0.23%
Cerity Partners LLC	43.90K	Jun 30, 26	+963	0.22%
Cogent Private Wealth, Inc.	42.65K	Jun 30, 26	-35.72K	0.21%
Sowell Financial Services LLC	42.04K	Jun 30, 26	+2.23K	0.21%
GREAT VALLEY ADVISOR GROUP, INC.	40.71K	Jun 30, 26	+5.69K	0.20%
Meredith Wealth Planning	39.41K	Jun 30, 26	-3.45K	0.20%
GeoWealth Management, LLC	37.88K	Jun 30, 26	+3.94K	0.19%
Simplicity Wealth,LLC	37.73K	Jun 30, 26	+6.15K	0.19%
Two West Capital Advisors LLC	36.03K	Jun 30, 26	+5.33K	0.18%
Smartleaf Asset Management LLC	34.29K	Jun 30, 26	--	0.17%
EverSource Wealth Advisors, LLC	34.26K	Jun 30, 26	-442	0.17%
PFG Advisors	33.35K	Jun 30, 26	+2.43K	0.17%
Triad Wealth Partners, LLC	31.69K	Jun 30, 26	+19.61K	0.16%
Savvy Advisors, Inc.	27.41K	Jun 30, 26	+14.16K	0.14%
XCELSIOR ADVISOR PARTNERS LLC	25.91K	Jun 30, 26	+658	0.13%
CYPRESS FINANCIAL PLANNING LLC	25.32K	Jun 30, 26	+554	0.13%
Porter White Investment Advisors, Inc.	25.12K	Jun 30, 26	+830	0.13%
CreativeOne Wealth, LLC	23.27K	Jun 30, 26	+957	0.12%
BESSEMER GROUP INC	21.98K	Jun 30, 26	+21.98K	0.11%
Selective Wealth Management, Inc.	19.91K	Jun 30, 26	+8.62K	0.10%
Werba Rubin Papier Wealth Management	17.53K	Jun 30, 26	+238	0.09%
Diversify Advisory Services, LLC	16.03K	Jun 30, 26	+16.03K	0.08%
DIVERSIFY WEALTH MANAGEMENT, LLC	16.03K	Jun 30, 26	+392	0.08%
Miracle Mile Advisors, LLC	16.02K	Jun 30, 26	+16.02K	0.08%
Sterling Wealth Management, Inc.	15.21K	Jun 30, 26	--	0.08%
Quadrature Capital Ltd	14.94K	Jun 30, 26	+14.94K	0.07%
FIRETHORN WEALTH PARTNERS, LLC	14.28K	Jun 30, 26	-68	0.07%
Foundry Financial LLC	14.07K	Jun 30, 26	+3.27K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	13.42K	Jun 30, 26	+13.42K	0.07%
MASTER'S WEALTH MANAGEMENT INC.	13.08K	Jun 30, 26	-3.18K	0.07%
Altman Advisors, Inc.	12.61K	Jun 30, 26	+12.61K	0.06%
SEI INVESTMENTS CO	12.41K	Jun 30, 26	+1.17K	0.06%
Ashton Thomas Private Wealth, LLC	11.39K	Jun 30, 26	+209	0.06%
IHT Wealth Management, LLC	11.24K	Jun 30, 26	+6.33K	0.06%
Aspire Private Capital, LLC	10.97K	Jun 30, 26	+278	0.05%
Ponta Wealth Partners, LLC	10.78K	Jun 30, 26	+10.78K	0.05%
CHOREO, LLC	9.73K	Jun 30, 26	+77	0.05%
Nalls Sherbakoff Group, LLC	9.45K	Jun 30, 26	--	0.05%
Hershey Financial Advisers, LLC	9.40K	Jun 30, 26	-445	0.05%
Kane Co Wealth Management, Inc.	9.13K	Jun 30, 26	+1.82K	0.05%
Acorn Wealth Advisors, LLC	9.10K	Jun 30, 26	+9.10K	0.05%
AE Wealth Management LLC	8.99K	Jun 30, 26	+333	0.04%
SILVER OAK SECURITIES, INCORPORATED	8.94K	Jun 30, 26	+434	0.04%
Geneos Wealth Management Inc.	8.53K	Jun 30, 26	+1.31K	0.04%
MML INVESTORS SERVICES, LLC	7.20K	Jun 30, 26	-2.97K	0.04%
Strategic Investment Solutions, Inc. /IL	7.12K	Jun 30, 26	-250	0.04%
Merit Financial Group, LLC	6.93K	Jun 30, 26	+79	0.03%
USAdvisors Wealth Management, LLC	6.90K	Jun 30, 26	+45	0.03%
XY Planning Network, Inc.	6.82K	Jun 30, 26	+12	0.03%
Abel Hall, LLC	6.75K	Jun 30, 26	+282	0.03%
Clarity Capital Advisors, LLC	6.69K	Jun 30, 26	+76	0.03%
Concord Wealth Partners	6.67K	Jun 30, 26	+394	0.03%
Apollon Financial, LLC	6.49K	Jun 30, 26	+6.49K	0.03%
Williams & Novak, LLC	6.11K	Jun 30, 26	+250	0.03%
WINNOW WEALTH LLC	6.03K	Jun 30, 26	+6.03K	0.03%
RCS Financial Planning, LLC	5.46K	Jun 30, 26	-4.19K	0.03%
Buckingham Strategic Partners	5.18K	Jun 30, 26	+219	0.03%
Gradient Capital Advisors, LLC	4.96K	Jun 30, 26	--	0.02%
Advyzon Investment Management, LLC	4.76K	Jun 30, 26	+4.76K	0.02%
MGO ONE SEVEN LLC	4.69K	Jun 30, 26	-30	0.02%
NWAM LLC	4.40K	Jun 30, 26	+4.40K	0.02%
Stirlingshire Investments, Inc.	4.35K	Jun 30, 26	-592	0.02%
Pinnacle Family Advisors, LLC	4.05K	Jun 30, 26	-62	0.02%
Pathstone Holdings, LLC	3.94K	Jun 30, 26	--	0.02%
Austin Asset Management Co Inc	3.94K	Jun 30, 26	--	0.02%
IFG Advisory, LLC	2.43K	Jun 30, 26	+775	0.01%
Millstone Evans Group, LLC	2.12K	Jun 30, 26	+111	0.01%
Topsail Wealth Management, LLC	1.51K	Jun 30, 26	+495	0.01%
Washington Trust Advisors, Inc.	1.47K	Jun 30, 26	+78	0.01%
FIFTH THIRD BANCORP	1.13K	Jun 30, 26	-455	0.01%
ELEVATE WEALTH ADVISORY, INC	1.12K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	1.10K	Jun 30, 26	-495	0.01%
City State Bank	1.00K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	794	Jun 30, 26	+794	0.00%
IFP Advisors, Inc	742	Jun 30, 26	--	0.00%
ASSETMARK, INC	279	Jun 30, 26	-72	0.00%
Strategic Wealth Partners, Ltd.	235	Jun 30, 26	+11	0.00%
FIDUCIARY FINANCIAL ADVISORS	209	Jun 30, 26	+209	0.00%
UBS Group AG	150	Jun 30, 26	+150	0.00%
Rialto Wealth Management, LLC	123	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	61	Jun 30, 26	+61	0.00%
PINNEY & SCOFIELD, INC.	10	Jun 30, 26	--	0.00%
Virtu Financial LLC	--	Jun 30, 26	-82.61K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-28.26K	--
Brookstone Capital Management	--	Jun 30, 26	-24.08K	--
Private Advisor Group, LLC	--	Jun 30, 26	-10.58K	--
Broadhurst Jeffrey B	--	Jun 30, 26	-37.71K	--
Golden State Equity Partners	--	Jun 30, 26	-2.66K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-16.02K	--
TCFG WEALTH MANAGEMENT, LLC	49.44K	Mar 31, 26	-271	0.25%
CWM, LLC	829	Mar 31, 26	-159	0.00%
Austin Private Wealth, LLC	41.62K	Dec 31, 25	+5.93K	0.21%
COMERICA BANK	1.62K	Dec 31, 25	+72	0.01%
Copperleaf Capital, LLC	23.69K	Sep 30, 25	+5.46K	0.12%
Congress Wealth Management LLC / DE /	19.87K	Jun 30, 25	+521	0.10%
Orion Portfolio Solutions, LLC	62.92K	Mar 31, 25	-1.50K	0.31%
LifePro Asset Management	40.61K	Sep 30, 24	+4.34K	0.20%
RAYMOND JAMES & ASSOCIATES	8.57K	Sep 30, 24	+8.57K	0.04%

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Holder

Date

Change

% Held

Vestmark Advisory Solutions, Inc.

1.54M

Jun 30, 26

7.68%

Integrity Advisory Solutions, LLC

1.34M

Jun 30, 26

+168.83K

6.69%

BANK OF AMERICA CORP /DE/

990.20K

Jun 30, 26

+124.22K

4.93%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

905.65K

Jun 30, 26

+62.93K

4.51%

ENVESTNET ASSET MANAGEMENT INC

819.83K

Jun 30, 26

+162.98K

4.08%

Three Arch Wealth Management LLC

571.50K

Jun 30, 26

+11.93K

2.85%

Tencap Wealth Coaching, LLC

458.25K

Jun 30, 26

+17.81K

2.28%

Allworth Financial LP

386.63K

Jun 30, 26

+111.20K

1.93%

Wealth Advisors Northwest LLC

382.29K

Jun 30, 26

+101.40K

1.90%

Resources Investment Advisors, LLC.

351.60K

Jun 30, 26

+42.89K

1.75%

Integrated Wealth Concepts LLC

328.38K

Jun 30, 26

+159.27K

1.64%

DiNuzzo Private Wealth, Inc.

322.44K

Jun 30, 26

-2.98K

1.61%

AA Financial Advisors, LLC

321.15K

Jun 30, 26

+4.80K

1.60%

UBS ASSET MANAGEMENT AMERICAS INC

316.13K

Jun 30, 26

1.57%

DRAVO BAY LLC

309.51K

Jun 30, 26

+42.30K

1.54%

GOLDMAN SACHS GROUP INC

306.51K

Jun 30, 26

+285.17K

1.53%

RFG Advisory, LLC

285.44K

Jun 30, 26

+13.45K

1.42%

Mattern Wealth Management LLC

275.20K

Jun 30, 26

+8.99K

1.37%

COMMONWEALTH EQUITY SERVICES, LLC

232.73K

Jun 30, 26

+10.52K

1.16%

IMA Wealth, Inc.

201.88K

Jun 30, 26

+201.88K

1.01%

NewEdge Advisors, LLC

199.81K

Jun 30, 26

+11.83K

1.00%

PARK AVENUE SECURITIES LLC

189.81K

Jun 30, 26

+90.28K

0.95%

Baird Financial Group, Inc.

188.19K

Jun 30, 26

+188.19K

0.94%

Betterment LLC

175.87K

Jun 30, 26

-683

0.88%

Outbound Financial Inc

174.99K

Jun 30, 26

+13.24K

0.87%

E-Wealth Partners, LLC

174.70K

Jun 30, 26

+16.82K

0.87%

Apella Capital, LLC

164.06K

Jun 30, 26

+154.25K

0.82%

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

148.32K

Jun 30, 26

+7.30K

0.74%

SageOak Financial, LLC

139.12K

Jun 30, 26

+7.86K

0.69%

APS Management Group, Inc.

139.11K

Jun 30, 26

+6.26K

0.69%

Dynamic Advisor Solutions LLC

137.49K

Jun 30, 26

-309

0.69%

BEACON HILL WEALTH MANAGEMENT LTD.

126.29K

Jun 30, 26

+126.29K

0.63%

Kestra Advisory Services, LLC

120.05K

Jun 30, 26

+1.97K

0.60%

CITIGROUP INC

116.01K

Jun 30, 26

+50.45K

0.58%

Optimus Capital Advisors, LLC

111.76K

Jun 30, 26

+5.10K

0.56%

Vantage Point Financial LLC

104.53K

Jun 30, 26

+3.68K

0.52%

CSP Financial Group, LLC

102.13K

Jun 30, 26

+6.54K

0.51%

WELLS FARGO & COMPANY/MN

89.74K

Jun 30, 26

+89.34K

0.45%

Farther Finance Advisors, LLC

87.07K

Jun 30, 26

-4.91K

0.43%

Brinker Capital Investments, LLC

83.01K

Jun 30, 26

+3.94K

0.41%

Index Fund Advisors, Inc.

80.31K

Jun 30, 26

+18.81K

0.40%

TRUIST FINANCIAL CORP

77.81K

Jun 30, 26

+9.62K

0.39%

Venture Visionary Partners LLC

68.10K

Jun 30, 26

+68.10K

0.34%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

66.71K

Jun 30, 26

+12.89K

0.33%

Beacon Pointe Advisors, LLC

62.73K

Jun 30, 26

+49.79K

0.31%

Parkwoods Wealth Partners, LLC

61.93K

Jun 30, 26

+61.93K

0.31%

Foundations Investment Advisors, LLC

61.07K

Jun 30, 26

+6.13K

0.30%

ADVISOR GROUP HOLDINGS, INC.

59.19K

Jun 30, 26

+10.72K

0.29%

Mission Hills Financial Advisory, LLC

53.97K

Jun 30, 26

+53.97K

0.27%

LPL Financial LLC

51.00K

Jun 30, 26

-48

0.25%

JPMORGAN CHASE & CO

49.94K

Jun 30, 26

+24.12K

0.25%

TCFG Investment Advisors, LLC

49.91K

Jun 30, 26

+475

0.25%

Fundamentum, LLC

49.36K

Jun 30, 26

+2.29K

0.25%

HEFFERNAN ADVISORY, INC

48.04K

Jun 30, 26

+1.39K

0.24%

Cambridge Investment Research Advisors, Inc.

45.95K

Jun 30, 26

-235

0.23%

Cerity Partners LLC

43.90K

Jun 30, 26

+963

0.22%

Cogent Private Wealth, Inc.

42.65K

Jun 30, 26

-35.72K

0.21%

Sowell Financial Services LLC

42.04K

Jun 30, 26

+2.23K

0.21%

GREAT VALLEY ADVISOR GROUP, INC.

40.71K

Jun 30, 26

+5.69K

0.20%

Meredith Wealth Planning

39.41K

Jun 30, 26

-3.45K

0.20%

GeoWealth Management, LLC

37.88K

Jun 30, 26

+3.94K

0.19%

Simplicity Wealth,LLC

37.73K

Jun 30, 26

+6.15K

0.19%

Two West Capital Advisors LLC

36.03K

Jun 30, 26

+5.33K

0.18%

Smartleaf Asset Management LLC

34.29K

Jun 30, 26

0.17%

EverSource Wealth Advisors, LLC

34.26K

Jun 30, 26

-442

0.17%

PFG Advisors

33.35K

Jun 30, 26

+2.43K

0.17%

Triad Wealth Partners, LLC

31.69K

Jun 30, 26

+19.61K

0.16%

Savvy Advisors, Inc.

27.41K

Jun 30, 26

+14.16K

0.14%

XCELSIOR ADVISOR PARTNERS LLC

25.91K

Jun 30, 26

+658

0.13%

CYPRESS FINANCIAL PLANNING LLC

25.32K

Jun 30, 26

+554

0.13%

Porter White Investment Advisors, Inc.

25.12K

Jun 30, 26

+830

0.13%

CreativeOne Wealth, LLC

23.27K

Jun 30, 26

+957

0.12%

BESSEMER GROUP INC

21.98K

Jun 30, 26

+21.98K

0.11%

Selective Wealth Management, Inc.

19.91K

Jun 30, 26

+8.62K

0.10%

Werba Rubin Papier Wealth Management

17.53K

Jun 30, 26

+238

0.09%

Diversify Advisory Services, LLC

16.03K

Jun 30, 26

+16.03K

0.08%

DIVERSIFY WEALTH MANAGEMENT, LLC

16.03K

Jun 30, 26

+392

0.08%

Miracle Mile Advisors, LLC

16.02K

Jun 30, 26

+16.02K

0.08%

Sterling Wealth Management, Inc.

15.21K

Jun 30, 26

0.08%

Quadrature Capital Ltd

14.94K

Jun 30, 26

+14.94K

0.07%

FIRETHORN WEALTH PARTNERS, LLC

14.28K

Jun 30, 26

-68

0.07%

Foundry Financial LLC

14.07K

Jun 30, 26

+3.27K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

13.42K

Jun 30, 26

+13.42K

0.07%

MASTER'S WEALTH MANAGEMENT INC.

13.08K

Jun 30, 26

-3.18K

0.07%

Altman Advisors, Inc.

12.61K

Jun 30, 26

+12.61K

0.06%

SEI INVESTMENTS CO

12.41K

Jun 30, 26

+1.17K

0.06%

Ashton Thomas Private Wealth, LLC

11.39K

Jun 30, 26

+209

0.06%

IHT Wealth Management, LLC

11.24K

Jun 30, 26

+6.33K

0.06%

Aspire Private Capital, LLC

10.97K

Jun 30, 26

+278

0.05%

Ponta Wealth Partners, LLC

10.78K

Jun 30, 26

+10.78K

0.05%

CHOREO, LLC

9.73K

Jun 30, 26

+77

0.05%

Nalls Sherbakoff Group, LLC

9.45K

Jun 30, 26

0.05%

Hershey Financial Advisers, LLC

9.40K

Jun 30, 26

-445

0.05%

Kane Co Wealth Management, Inc.

9.13K

Jun 30, 26

+1.82K

0.05%

Acorn Wealth Advisors, LLC

9.10K

Jun 30, 26

+9.10K

0.05%

AE Wealth Management LLC

8.99K

Jun 30, 26

+333

0.04%

SILVER OAK SECURITIES, INCORPORATED

8.94K

Jun 30, 26

+434

0.04%

Geneos Wealth Management Inc.

8.53K

Jun 30, 26

+1.31K

0.04%

MML INVESTORS SERVICES, LLC

7.20K

Jun 30, 26

-2.97K

0.04%

Strategic Investment Solutions, Inc. /IL

7.12K

Jun 30, 26

-250

0.04%

Merit Financial Group, LLC

6.93K

Jun 30, 26

+79

0.03%

USAdvisors Wealth Management, LLC

6.90K

Jun 30, 26

+45

0.03%

XY Planning Network, Inc.

6.82K

Jun 30, 26

+12

0.03%

Abel Hall, LLC

6.75K

Jun 30, 26

+282

0.03%

Clarity Capital Advisors, LLC

6.69K

Jun 30, 26

+76

0.03%

Concord Wealth Partners

6.67K

Jun 30, 26

+394

0.03%

Apollon Financial, LLC

6.49K

Jun 30, 26

+6.49K

0.03%

Williams & Novak, LLC

6.11K

Jun 30, 26

+250

0.03%

WINNOW WEALTH LLC

6.03K

Jun 30, 26

+6.03K

0.03%

RCS Financial Planning, LLC

5.46K

Jun 30, 26

-4.19K

0.03%

Buckingham Strategic Partners

5.18K

Jun 30, 26

+219

0.03%

Gradient Capital Advisors, LLC

4.96K

Jun 30, 26

0.02%

Advyzon Investment Management, LLC

4.76K

Jun 30, 26

+4.76K

0.02%

MGO ONE SEVEN LLC

4.69K

Jun 30, 26

-30

0.02%

NWAM LLC

4.40K

Jun 30, 26

+4.40K

0.02%

Stirlingshire Investments, Inc.

4.35K

Jun 30, 26

-592

0.02%

Pinnacle Family Advisors, LLC

4.05K

Jun 30, 26

-62

0.02%

Pathstone Holdings, LLC

3.94K

Jun 30, 26

0.02%

Austin Asset Management Co Inc

3.94K

Jun 30, 26

0.02%

IFG Advisory, LLC

2.43K

Jun 30, 26

+775

0.01%

Millstone Evans Group, LLC

2.12K

Jun 30, 26

+111

0.01%

Topsail Wealth Management, LLC

1.51K

Jun 30, 26

+495

0.01%

Washington Trust Advisors, Inc.

1.47K

Jun 30, 26

+78

0.01%

FIFTH THIRD BANCORP

1.13K

Jun 30, 26

-455

0.01%

ELEVATE WEALTH ADVISORY, INC

1.12K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

1.10K

Jun 30, 26

-495

0.01%

City State Bank

1.00K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

794

Jun 30, 26

+794

0.00%

IFP Advisors, Inc

742

Jun 30, 26

0.00%

ASSETMARK, INC

279

Jun 30, 26

-72

0.00%

Strategic Wealth Partners, Ltd.

235

Jun 30, 26

+11

0.00%

FIDUCIARY FINANCIAL ADVISORS

209

Jun 30, 26

+209

0.00%

UBS Group AG

150

Jun 30, 26

+150

0.00%

Rialto Wealth Management, LLC

123

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+61

0.00%

PINNEY & SCOFIELD, INC.

Jun 30, 26

0.00%

Virtu Financial LLC

Jun 30, 26

-82.61K

CITADEL ADVISORS LLC

Jun 30, 26

-28.26K

Brookstone Capital Management

Jun 30, 26

-24.08K

Private Advisor Group, LLC

Jun 30, 26

-10.58K

Broadhurst Jeffrey B

Jun 30, 26

-37.71K

Golden State Equity Partners

Jun 30, 26

-2.66K

OLD MISSION CAPITAL LLC

Jun 30, 26

-16.02K

TCFG WEALTH MANAGEMENT, LLC

49.44K

Mar 31, 26

-271

0.25%

CWM, LLC

829

Mar 31, 26

-159

0.00%

Austin Private Wealth, LLC

41.62K

Dec 31, 25

+5.93K

0.21%

COMERICA BANK

1.62K

Dec 31, 25

+72

0.01%

Copperleaf Capital, LLC

23.69K

Sep 30, 25

+5.46K

0.12%

Congress Wealth Management LLC / DE /

19.87K

Jun 30, 25

+521

0.10%

Orion Portfolio Solutions, LLC

62.92K

Mar 31, 25

-1.50K

0.31%

LifePro Asset Management

40.61K

Sep 30, 24

+4.34K

0.20%

RAYMOND JAMES & ASSOCIATES

8.57K

Sep 30, 24

+8.57K

0.04%