Dimensional - International High Profitability ETF(DIHP)

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Dimensional - International High Profitability ETF(DIHP)

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$34.22—

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DIHP(DIHP)

DIHP

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Institutional Ownership

Top 381 Institutional Holders

Holder	Shares	Date	Change	% Held
MERCER GLOBAL ADVISORS INC /ADV	32.33M	Mar 31, 26	+2.16M	18.19%
Savant Capital, LLC	29.10M	Mar 31, 26	+2.20M	16.37%
Colony Group, LLC	15.52M	Mar 31, 26	+1.03M	8.73%
Forum Financial Management, LP	6.26M	Mar 31, 26	-12.27K	3.52%
Clearstead Advisors, LLC	5.53M	Mar 31, 26	+5.53M	3.11%
Sequoia Financial Advisors, LLC	5.28M	Mar 31, 26	+402.98K	2.97%
Kestra Investment Management, LLC	5.14M	Mar 31, 26	+2.47M	2.89%
ENVESTNET ASSET MANAGEMENT INC	4.40M	Mar 31, 26	+303.76K	2.48%
Buckingham Strategic Partners	3.15M	Mar 31, 26	+457.27K	1.77%
BANK OF MONTREAL /CAN/	2.68M	Mar 31, 26	+78.48K	1.51%
Aprio Wealth Management, LLC	2.40M	Mar 31, 26	+36.27K	1.35%
Apella Capital, LLC	2.00M	Mar 31, 26	+718.96K	1.12%
HighTower Advisors, LLC	1.97M	Mar 31, 26	-326.76K	1.11%
Modera Wealth Management, LLC	1.85M	Mar 31, 26	+224.57K	1.04%
Planning Center, Inc.	1.83M	Mar 31, 26	-28.84K	1.03%
SATOVSKY ASSET MANAGEMENT LLC	1.71M	Mar 31, 26	-12.32K	0.96%
Foster Group, Inc.	1.70M	Mar 31, 26	+4.89K	0.96%
JANE STREET GROUP, LLC	1.39M	Mar 31, 26	+1.39M	0.78%
CI Private Wealth, LLC	1.35M	Mar 31, 26	-44.53K	0.76%
TCI Wealth Advisors, Inc.	1.34M	Mar 31, 26	+67.86K	0.75%
PARK AVENUE SECURITIES LLC	1.28M	Mar 31, 26	+73.55K	0.72%
FINANCIAL CONSULATE, INC	1.24M	Mar 31, 26	+41.43K	0.70%
High Probability Advisors, LLC	1.22M	Mar 31, 26	+23.49K	0.69%
Mariner, LLC	798.99K	Mar 31, 26	+144.99K	0.45%
EXENCIAL WEALTH ADVISORS, LLC	795.47K	Mar 31, 26	+220.81K	0.45%
Meredith Wealth Planning	723.50K	Mar 31, 26	+234.07K	0.41%
GREAT OAK CAPITAL PARTNERS, LLC	703.88K	Mar 31, 26	+15.17K	0.40%
Premier Financial Group	641.69K	Mar 31, 26	+7.45K	0.36%
DiNuzzo Private Wealth, Inc.	639.74K	Mar 31, 26	-3.00K	0.36%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	557.32K	Mar 31, 26	+19.05K	0.31%
Bridgewater Advisors Inc.	544.73K	Mar 31, 26	-146.28K	0.31%
von Borstel & Associates, Inc.	484.72K	Mar 31, 26	-8.16K	0.27%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	478.57K	Mar 31, 26	-5.97K	0.27%
Vestmark Advisory Solutions, Inc.	466.10K	Mar 31, 26	+19.30K	0.26%
True Wealth Design, LLC	459.12K	Mar 31, 26	+12.65K	0.26%
25 LLC	443.29K	Mar 31, 26	+23.23K	0.25%
UBS Group AG	441.14K	Mar 31, 26	+416.55K	0.25%
BANK OF AMERICA CORP /DE/	439.68K	Mar 31, 26	+58.32K	0.25%
Envision Financial Planning, LLC	429.03K	Mar 31, 26	+15.20K	0.24%
Beacon Pointe Advisors, LLC	427.06K	Mar 31, 26	+35.57K	0.24%
Farther Finance Advisors, LLC	410.53K	Mar 31, 26	-8.12K	0.23%
Mills Wealth Advisors LLC	398.21K	Mar 31, 26	+10.84K	0.22%
Quadcap Wealth Management, LLC	397.65K	Mar 31, 26	+29.63K	0.22%
Allworth Financial LP	395.60K	Mar 31, 26	+391.75K	0.22%
MENORA MIVTACHIM HOLDINGS LTD.	379.56K	Mar 31, 26	+84.54K	0.21%
LPL Financial LLC	367.82K	Mar 31, 26	+47.39K	0.21%
FAMILY WEALTH PARTNERS, LLC	353.06K	Mar 31, 26	+47.28K	0.20%
Wright Fund Management, LLC	353.06K	Mar 31, 26	+353.06K	0.20%
SAX WEALTH ADVISORS, LLC	346.81K	Mar 31, 26	--	0.20%
United Wealth Management, LLC	341.63K	Mar 31, 26	+7.72K	0.19%
Discipline Wealth Solutions, LLC	336.12K	Mar 31, 26	+188.90K	0.19%
FORVIS Wealth Advisors, LLC	335.45K	Mar 31, 26	-69.04K	0.19%
Brady Martz Wealth Solutions, LLC	329.61K	Mar 31, 26	+29.48K	0.19%
Concurrent Investment Advisors, LLC	321.43K	Mar 31, 26	+321.43K	0.18%
FIDUCIARY FINANCIAL GROUP, LLC	314.99K	Mar 31, 26	+36.22K	0.18%
Efficient Advisors, LLC	297.73K	Mar 31, 26	-209.24K	0.17%
CLARIS ADVISORS, LLC / MO /	289.32K	Mar 31, 26	+11.39K	0.16%
Oceanside Advisors LLC	285.13K	Mar 31, 26	+10.63K	0.16%
AE Wealth Management LLC	277.71K	Mar 31, 26	+7.01K	0.16%
CPA Asset Management LLC	275.40K	Mar 31, 26	-31.37K	0.15%
Navigoe, LLC	264.83K	Mar 31, 26	+8.05K	0.15%
VOISARD ASSET MANAGEMENT GROUP, INC.	262.61K	Mar 31, 26	+7.35K	0.15%
LIBERTY WEALTH MANAGEMENT LLC	248.73K	Mar 31, 26	-587	0.14%
Kaufman Rossin Wealth, LLC	239.09K	Mar 31, 26	+23.50K	0.13%
Dynamic Advisor Solutions LLC	237.06K	Mar 31, 26	+7.76K	0.13%
Meritas Wealth Management, LLC	233.55K	Mar 31, 26	+34.90K	0.13%
Savvy Advisors, Inc.	232.29K	Mar 31, 26	+36.52K	0.13%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	231.60K	Mar 31, 26	+7.59K	0.13%
CogentBlue Wealth Advisors, LLC	223.66K	Mar 31, 26	+1.00K	0.13%
Waverly Advisors, LLC	211.96K	Mar 31, 26	+4.00K	0.12%
MB Generational Wealth, LLC	201.92K	Mar 31, 26	+154	0.11%
OLD MISSION CAPITAL LLC	201.15K	Mar 31, 26	+29.98K	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	200.44K	Mar 31, 26	+978	0.11%
NORTHWEST WEALTH MANAGEMENT, LLC	194.57K	Mar 31, 26	+18.90K	0.11%
HMV Wealth Advisors, LLC	194.18K	Mar 31, 26	+19.72K	0.11%
Kestra Advisory Services, LLC	192.11K	Mar 31, 26	+50.23K	0.11%
Financial Engines Advisors L.L.C.	190.35K	Mar 31, 26	-10.88K	0.11%
NewEdge Advisors, LLC	190.28K	Mar 31, 26	-39.04K	0.11%
Chicago Partners Investment Group LLC	178.93K	Mar 31, 26	+4.34K	0.10%
Wealth Advisors Northwest LLC	177.71K	Mar 31, 26	+6.29K	0.10%
Financial Connections Group, Inc.	177.30K	Mar 31, 26	+20.90K	0.10%
Emprise Bank	175.94K	Mar 31, 26	+108.21K	0.10%
Foundation Wealth Management, LLC\PA	174.01K	Mar 31, 26	+10.27K	0.10%
MASTER'S WEALTH MANAGEMENT INC.	172.10K	Mar 31, 26	+4.68K	0.10%
Wealthspire Advisors, LLC	171.80K	Mar 31, 26	-14.33K	0.10%
Wealth Architects, LLC	169.38K	Mar 31, 26	+169.38K	0.10%
BetterWealth, LLC	164.99K	Mar 31, 26	-1.58K	0.09%
Miracle Mile Advisors, LLC	164.46K	Mar 31, 26	+26.84K	0.09%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	159.29K	Mar 31, 26	+3.27K	0.09%
ROYAL BANK OF CANADA	153.18K	Mar 31, 26	-13.95K	0.09%
Merit Financial Group, LLC	153.02K	Mar 31, 26	+153.02K	0.09%
Applied Capital LLC	152.63K	Mar 31, 26	+276	0.09%
Disciplined Investments, LLC	144.51K	Mar 31, 26	+9.62K	0.08%
Waterfront Wealth Inc.	136.75K	Mar 31, 26	+1.87K	0.08%
Vestment Financial LLC	135.34K	Mar 31, 26	+5.97K	0.08%
INTREPID CAPITAL MANAGEMENT INC	131.89K	Mar 31, 26	+10.95K	0.07%
TABLEAUX LLC	124.45K	Mar 31, 26	+49.28K	0.07%
JACKSON THORNTON ASSET MANAGEMENT, LLC	122.63K	Mar 31, 26	+53.95K	0.07%
MML INVESTORS SERVICES, LLC	119.61K	Mar 31, 26	-1.27K	0.07%
Evanson Asset Management, LLC	116.97K	Mar 31, 26	+3.57K	0.07%
Archford Capital Strategies, LLC	115.60K	Mar 31, 26	+6.70K	0.07%
Ronald Blue Trust, Inc.	113.19K	Mar 31, 26	+8.51K	0.06%
JPMORGAN CHASE & CO	112.98K	Mar 31, 26	-6.97K	0.06%
PFG Advisors	112.08K	Mar 31, 26	+7.07K	0.06%
PINNEY & SCOFIELD, INC.	111.51K	Mar 31, 26	+9.22K	0.06%
Resources Investment Advisors, LLC.	110.86K	Mar 31, 26	+11.02K	0.06%
Abel Hall, LLC	106.50K	Mar 31, 26	-430	0.06%
UBS ASSET MANAGEMENT AMERICAS INC	106.25K	Mar 31, 26	+106.25K	0.06%
Friday Financial	104.50K	Mar 31, 26	+3.87K	0.06%
HUTCHINSON CAPITAL MANAGEMENT/CA	103.00K	Mar 31, 26	+3.30K	0.06%
Tortoise Investment Management, LLC	102.34K	Mar 31, 26	--	0.06%
Altiora Financial Group, LLC	102.15K	Mar 31, 26	-61	0.06%
Quantinno Capital Management LP	101.70K	Mar 31, 26	+12.45K	0.06%
Cerity Partners LLC	97.76K	Mar 31, 26	+97.76K	0.05%
RFG Advisory, LLC	93.96K	Mar 31, 26	-431.79K	0.05%
ADVISOR GROUP HOLDINGS, INC.	88.05K	Mar 31, 26	-73.29K	0.05%
Austin Asset Management Co Inc	87.31K	Mar 31, 26	+2.39K	0.05%
Brinker Capital Investments, LLC	86.16K	Mar 31, 26	-28.37K	0.05%
JONES FINANCIAL COMPANIES LLLP	85.14K	Mar 31, 26	+13.04K	0.05%
RAYMOND JAMES FINANCIAL INC	81.43K	Mar 31, 26	+11.42K	0.05%
Schubert & Co	80.14K	Mar 31, 26	+11.09K	0.05%
DOPKINS WEALTH MANAGEMENT, LLC	79.32K	Mar 31, 26	+7.26K	0.04%
Summit Wealth Partners, LLC	74.62K	Mar 31, 26	+3.38K	0.04%
Midwest Heritage Bank, FSB	74.53K	Mar 31, 26	+5.41K	0.04%
WorthPointe, LLC	74.50K	Mar 31, 26	+31.12K	0.04%
DRIVE WEALTH MANAGEMENT, LLC	73.19K	Mar 31, 26	+8.47K	0.04%
NWAM LLC	71.16K	Mar 31, 26	+5.29K	0.04%
City State Bank	70.30K	Mar 31, 26	+22.05K	0.04%
Cambridge Investment Research Advisors, Inc.	69.09K	Mar 31, 26	+4.64K	0.04%
AA Financial Advisors, LLC	68.52K	Mar 31, 26	+68.52K	0.04%
Index Fund Advisors, Inc.	65.31K	Mar 31, 26	+38.39K	0.04%
Betterment LLC	63.60K	Mar 31, 26	+7.05K	0.04%
Integrated Wealth Concepts LLC	63.31K	Mar 31, 26	+56.26K	0.04%
Eqis Capital Management, Inc.	62.82K	Mar 31, 26	+351	0.04%
Parkwoods Wealth Partners, LLC	61.68K	Mar 31, 26	+38.93K	0.03%
SC&H Financial Advisors, Inc.	60.50K	Mar 31, 26	+47	0.03%
Glass Jacobson Investment Advisors llc	60.39K	Mar 31, 26	+6.29K	0.03%
Sollinda Capital Management LLC	59.95K	Mar 31, 26	+4.92K	0.03%
KEB ASSET MANAGEMENT, LLC	57.18K	Mar 31, 26	+9.17K	0.03%
EverSource Wealth Advisors, LLC	56.92K	Mar 31, 26	-6.97K	0.03%
RAM Investment Partners, LLC	55.68K	Mar 31, 26	+20.07K	0.03%
Acorn Wealth Advisors, LLC	54.29K	Mar 31, 26	+8.67K	0.03%
AQR CAPITAL MANAGEMENT LLC	51.99K	Mar 31, 26	+19.35K	0.03%
Strategent Financial, LLC	49.60K	Mar 31, 26	+2.46K	0.03%
Creative Planning	48.69K	Mar 31, 26	+20.05K	0.03%
Everest Management Corp.	47.34K	Mar 31, 26	+4.47K	0.03%
Dorsey & Whitney Trust CO LLC	46.13K	Mar 31, 26	+1.95K	0.03%
Washington Trust Advisors, Inc.	45.56K	Mar 31, 26	-1.72K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	43.95K	Mar 31, 26	+7.86K	0.02%
STIFEL FINANCIAL CORP	43.45K	Mar 31, 26	-1.20K	0.02%
Mraz, Amerine & Associates, Inc.	43.19K	Mar 31, 26	-262	0.02%
Breakwater Capital Group	43.05K	Mar 31, 26	+1.01K	0.02%
M Holdings Securities, Inc.	42.02K	Mar 31, 26	--	0.02%
ASPIRIANT, LLC	39.90K	Mar 31, 26	--	0.02%
Strategic Investment Solutions, Inc. /IL	39.38K	Mar 31, 26	+246	0.02%
SUTTON PLACE INVESTORS LLC	38.55K	Mar 31, 26	+634	0.02%
WEALTHSPAN PARTNERS, LLC	37.30K	Mar 31, 26	-98	0.02%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	36.55K	Mar 31, 26	+662	0.02%
Two West Capital Advisors LLC	36.06K	Mar 31, 26	+971	0.02%
SENTINEL WEALTH MANAGEMENT, INC.	36.04K	Mar 31, 26	--	0.02%
SIGNATUREFD, LLC	34.48K	Mar 31, 26	+18.38K	0.02%
CHOREO, LLC	31.90K	Mar 31, 26	+17.84K	0.02%
Rehmann Capital Advisory Group	29.26K	Mar 31, 26	-38	0.02%
BROWN ADVISORY INC	29.21K	Mar 31, 26	-950	0.02%
MORGAN STANLEY	28.76K	Mar 31, 26	-1.58K	0.02%
FLOW TRADERS U.S. LLC	27.82K	Mar 31, 26	+27.82K	0.02%
Capital Investment Advisory Services, LLC	27.53K	Mar 31, 26	-20	0.02%
RIVERCHASE WEALTH MANAGEMENT, LLC	26.68K	Mar 31, 26	-125	0.02%
Simplicity Wealth,LLC	25.87K	Mar 31, 26	-2.36K	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	25.55K	Mar 31, 26	-2.39K	0.01%
SUMMIT WEALTH GROUP LLC / CO	25.12K	Mar 31, 26	-1.79K	0.01%
Investmark Advisory Group LLC	24.67K	Mar 31, 26	-444	0.01%
Daner Wealth Management, LLC	24.41K	Mar 31, 26	+5.55K	0.01%
CITIGROUP INC	24.23K	Mar 31, 26	+5.69K	0.01%
Empire Financial Management Company, LLC	24.06K	Mar 31, 26	+922	0.01%
TRUIST FINANCIAL CORP	23.63K	Mar 31, 26	-730	0.01%
Arkadios Wealth Advisors	23.39K	Mar 31, 26	+16.02K	0.01%
FIRETHORN WEALTH PARTNERS, LLC	22.10K	Mar 31, 26	-589	0.01%
Vantage Point Financial LLC	20.99K	Mar 31, 26	+1.61K	0.01%
POINCIANA ADVISORS GROUP, LLC	20.77K	Mar 31, 26	-24	0.01%
International Private Wealth Advisors LLC	20.06K	Mar 31, 26	+3.30K	0.01%
CARDIFF PARK ADVISORS, LLC	19.64K	Mar 31, 26	+9	0.01%
Apollon Wealth Management, LLC	19.14K	Mar 31, 26	+22	0.01%
Brookstone Capital Management	18.75K	Mar 31, 26	+6.92K	0.01%
VisionPoint Advisory Group, LLC	17.63K	Mar 31, 26	+17.63K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	17.62K	Mar 31, 26	+17.62K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	17.60K	Mar 31, 26	+2.87K	0.01%
Ifrah Financial Services, Inc.	17.54K	Mar 31, 26	+4.37K	0.01%
Clark Asset Management, LLC	17.47K	Mar 31, 26	+17.47K	0.01%
Lauterbach Financial Advisors, LLC	16.45K	Mar 31, 26	+3.48K	0.01%
Rockefeller Capital Management L.P.	16.13K	Mar 31, 26	+15.57K	0.01%
NORTHERN TRUST CORP	16.04K	Mar 31, 26	+885	0.01%
BTG Pactual Asset Management US LLC	15.92K	Mar 31, 26	+15.92K	0.01%
XY Planning Network, Inc.	15.08K	Mar 31, 26	+7.85K	0.01%
Gemmer Asset Management LLC	14.09K	Mar 31, 26	+3.16K	0.01%
FMR LLC	13.86K	Mar 31, 26	+4.19K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	13.76K	Mar 31, 26	+2.26K	0.01%
Landing Point Financial Group, LLC	13.74K	Mar 31, 26	+255	0.01%
Triad Wealth Partners, LLC	13.63K	Mar 31, 26	+1.93K	0.01%
Tranquility Partners, LLC	13.29K	Mar 31, 26	+341	0.01%
Bedel Financial Consulting, Inc.	12.90K	Mar 31, 26	+3.72K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	12.84K	Mar 31, 26	+5.97K	0.01%
GEM Asset Management, LLC	11.90K	Mar 31, 26	-47	0.01%
Root Financial Partners, LLC	11.83K	Mar 31, 26	+11.74K	0.01%
GTS SECURITIES LLC	11.74K	Mar 31, 26	-1.62K	0.01%
Cascade Wealth Advisors, Inc	11.70K	Mar 31, 26	+21	0.01%
RCS Financial Planning, LLC	11.40K	Mar 31, 26	-4.36K	0.01%
Westmount Partners, LLC	10.85K	Mar 31, 26	+10.85K	0.01%
Steward Partners Investment Advisory, LLC	10.74K	Mar 31, 26	+1.10K	0.01%
Advisory Services Network, LLC	10.59K	Mar 31, 26	+400	0.01%
Unison Advisors LLC	10.57K	Mar 31, 26	+36	0.01%
Global Trust Asset Management, LLC	10.48K	Mar 31, 26	--	0.01%
Pasadena Private Wealth, LLC	10.25K	Mar 31, 26	+10.25K	0.01%
Caprock Group, LLC	10.24K	Mar 31, 26	-115	0.01%
Canvas Wealth Advisors, LLC	10.02K	Mar 31, 26	+10.02K	0.01%
Delap Wealth Advisory, LLC	9.89K	Mar 31, 26	+474	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.87K	Mar 31, 26	+1.45K	0.01%
TCFG WEALTH MANAGEMENT, LLC	9.70K	Mar 31, 26	-153	0.01%
Global Financial Private Client, LLC	9.62K	Mar 31, 26	+9.62K	0.01%
DOVER ADVISORS, LLC	9.45K	Mar 31, 26	-379	0.01%
ELEVATE WEALTH ADVISORY, INC	9.34K	Mar 31, 26	+1.72K	0.01%
Ausdal Financial Partners, Inc.	9.29K	Mar 31, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.26K	Mar 31, 26	-1.65K	0.01%
Mattern Wealth Management LLC	9.22K	Mar 31, 26	--	0.01%
Summit Financial, LLC	9.12K	Mar 31, 26	+2.08K	0.01%
GeoWealth Management, LLC	8.80K	Mar 31, 26	+8.80K	0.00%
Noble Family Wealth, LLC	8.54K	Mar 31, 26	-1.04K	0.00%
MATAURO, LLC	8.46K	Mar 31, 26	+34	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	8.36K	Mar 31, 26	+415	0.00%
Bragg Financial Advisors, Inc	8.28K	Mar 31, 26	-11.81K	0.00%
Wedmont Private Capital	8.22K	Mar 31, 26	+8.22K	0.00%
CITADEL ADVISORS LLC	8.20K	Mar 31, 26	-61.80K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	7.79K	Mar 31, 26	+3.26K	0.00%
Quad-Cities Investment Group, LLC	7.74K	Mar 31, 26	+493	0.00%
IHT Wealth Management, LLC	7.73K	Mar 31, 26	+7.73K	0.00%
First Financial Group Corp	7.72K	Mar 31, 26	+2	0.00%
Atomi Financial Group, Inc.	7.61K	Mar 31, 26	+286	0.00%
Diversified Trust Co	7.50K	Mar 31, 26	--	0.00%
Capstone Wealth Management, LLC	7.50K	Mar 31, 26	+7.50K	0.00%
AWM CAPITAL, LLC	7.45K	Mar 31, 26	+30	0.00%
Syverson Strege & Co	7.40K	Mar 31, 26	--	0.00%
BlackRock, Inc.	7.35K	Mar 31, 26	+7.16K	0.00%
DIXON FNANCIAL SERVICES, INC.	7.23K	Mar 31, 26	+167	0.00%
Lynx Investment Advisory	7.22K	Mar 31, 26	+7.22K	0.00%
Stewardship Advisors, LLC	7.14K	Mar 31, 26	+59	0.00%
Shearwater Capital LLC	6.98K	Mar 31, 26	--	0.00%
CWM, LLC	6.87K	Mar 31, 26	-6.09K	0.00%
U.S. Capital Wealth Advisors, LLC	6.85K	Mar 31, 26	--	0.00%
BIP Wealth, LLC	6.66K	Mar 31, 26	+6.66K	0.00%
Delos Wealth Advisors, LLC	6.60K	Mar 31, 26	+6.60K	0.00%
CURIO WEALTH, LLC	6.50K	Mar 31, 26	--	0.00%
LEGACY FINANCIAL GROUP, INC.	6.49K	Mar 31, 26	+6.49K	0.00%
Freedom Day Solutions, LLC	6.47K	Mar 31, 26	+6.47K	0.00%
EnRich Financial Partners LLC	6.33K	Mar 31, 26	-368	0.00%
Beacon Financial Advisory LLC	6.23K	Mar 31, 26	+6.23K	0.00%
Cherry Tree Wealth Management, LLC	6.06K	Mar 31, 26	--	0.00%
Spire Wealth Management	5.93K	Mar 31, 26	--	0.00%
Centennial Bank/AR/	5.43K	Mar 31, 26	-4.45K	0.00%
IFG Advisory, LLC	5.16K	Mar 31, 26	+5.16K	0.00%
ANGELES WEALTH MANAGEMENT, LLC	4.57K	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	4.14K	Mar 31, 26	--	0.00%
Operose Advisors LLC	3.55K	Mar 31, 26	+302	0.00%
Versant Capital Management, Inc	3.55K	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	3.51K	Mar 31, 26	-3.48K	0.00%
Rossby Financial, LCC	3.37K	Mar 31, 26	+3.37K	0.00%
Milestone Investment Advisors LLC	3.26K	Mar 31, 26	--	0.00%
Reyes Financial Architecture, Inc.	3.05K	Mar 31, 26	--	0.00%
Arlington Trust Co LLC	2.87K	Mar 31, 26	+2.87K	0.00%
SRS Capital Advisors, Inc.	2.75K	Mar 31, 26	+1.47K	0.00%
MASECO LLP	2.20K	Mar 31, 26	-2.59K	0.00%
American Capital Advisory, LLC	2.08K	Mar 31, 26	-639	0.00%
CX Institutional	2.02K	Mar 31, 26	+8	0.00%
Burk Holdings LLC	1.98K	Mar 31, 26	+1.98K	0.00%
CNB Bank	1.85K	Mar 31, 26	--	0.00%
LAM GROUP, INC.	1.71K	Mar 31, 26	+1.71K	0.00%
Topsail Wealth Management, LLC	1.63K	Mar 31, 26	+485	0.00%
Horizon Investments, LLC	1.57K	Mar 31, 26	+1.57K	0.00%
FIFTH THIRD BANCORP	1.51K	Mar 31, 26	+1.51K	0.00%
MPWM ADVISORY SOLUTIONS, LLC	1.45K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.28K	Mar 31, 26	+1.20K	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.22K	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	1.18K	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	1.10K	Mar 31, 26	+4	0.00%
Aptus Capital Advisors, LLC	1.08K	Mar 31, 26	-3.08K	0.00%
DecisionPoint Financial, LLC	1.05K	Mar 31, 26	+4	0.00%
Oakworth Capital, Inc.	988	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	821	Mar 31, 26	-277	0.00%
Smartleaf Asset Management LLC	774	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	769	Mar 31, 26	+769	0.00%
Measured Wealth Private Client Group, LLC	754	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	740	Mar 31, 26	-10	0.00%
Geneos Wealth Management Inc.	661	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	595	Mar 31, 26	--	0.00%
Archer Investment Corp	467	Mar 31, 26	+467	0.00%
Hurley Capital, LLC	441	Mar 31, 26	+441	0.00%
Golden State Equity Partners	437	Mar 31, 26	+437	0.00%
HOLLENCREST CAPITAL MANAGEMENT	434	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	336	Mar 31, 26	+2	0.00%
Team Financial Group, LLC	330	Mar 31, 26	--	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	283	Mar 31, 26	+283	0.00%
Coston, McIsaac & Partners	209	Mar 31, 26	+1	0.00%
ROTHSCHILD INVESTMENT LLC	209	Mar 31, 26	-361	0.00%
CoreCap Advisors, LLC	192	Mar 31, 26	+192	0.00%
Glassman Wealth Services	144	Mar 31, 26	--	0.00%
IFP Advisors, Inc	128	Mar 31, 26	--	0.00%
FAS Wealth Partners, Inc.	128	Mar 31, 26	+1	0.00%
HARBOUR INVESTMENTS, INC.	120	Mar 31, 26	-283	0.00%
Triumph Capital Management	110	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	98	Mar 31, 26	+98	0.00%
MAI Capital Management	67	Mar 31, 26	--	0.00%
Integrity Financial Corp /WA	34	Mar 31, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	13	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	7	Mar 31, 26	+7	0.00%
Colonial Trust Co / SC	1	Mar 31, 26	+1	0.00%
LAIRD NORTON TRUST COMPANY, LLC	--	Mar 31, 26	-17.01K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-15.43K	--
Spurstone Advisory Services, LLC	--	Mar 31, 26	-67	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-20.33K	--
US BANCORP \DE\	--	Mar 31, 26	-3.02K	--
Zhang Financial LLC	--	Mar 31, 26	-6.86K	--
Wealthcare Advisory Partners LLC	--	Mar 31, 26	-66.09K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-54.79K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-444	--
CGN Advisors LLC	--	Mar 31, 26	-12.08K	--
SCRATCH CAPITAL LLC	--	Mar 31, 26	-6.41K	--
Quadrature Capital Ltd	--	Mar 31, 26	-32.81K	--
Quent Capital, LLC	--	Mar 31, 26	-161	--
Clarius Group, LLC	2.72M	Dec 31, 25	+38.75K	1.53%
Grunden Financial Advisory, Inc.	410.43K	Dec 31, 25	+16.30K	0.23%
Timonier Family Office, LTD.	317.03K	Dec 31, 25	+21.08K	0.18%
CIBC Private Wealth Group, LLC	250.03K	Dec 31, 25	-109.06K	0.14%
Yeomans Consulting Group, Inc.	115.91K	Dec 31, 25	+1.97K	0.07%
Edge Financial Advisors LLC	81.46K	Dec 31, 25	+4.68K	0.05%
Austin Private Wealth, LLC	32.39K	Dec 31, 25	+949	0.02%
SageView Advisory Group, LLC	23.79K	Dec 31, 25	-511	0.01%
MARYLAND CAPITAL ADVISORS INC.	21.93K	Dec 31, 25	+2.24K	0.01%
Nalls Sherbakoff Group, LLC	8.44K	Dec 31, 25	--	0.00%
O'Brien Wealth Partners LLC	7.49K	Dec 31, 25	+7.49K	0.00%
Running Point Capital Advisors, LLC	3.64K	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	2.66K	Dec 31, 25	+2.66K	0.00%
COMERICA BANK	1.51K	Dec 31, 25	-7	0.00%
Fortress Wealth Management, Inc.	412.82K	Sep 30, 25	+48.34K	0.23%
PBMares Wealth Management LLC	324.28K	Sep 30, 25	+28.02K	0.18%
Binnacle Investments Inc	138.20K	Sep 30, 25	+4.79K	0.08%
WETHERBY ASSET MANAGEMENT INC	17.19K	Sep 30, 25	--	0.01%
Full Sail Capital, LLC	9.37K	Sep 30, 25	+9.37K	0.01%
Vishria Bird Financial Group, LLC	7.73K	Sep 30, 25	+7.73K	0.00%
Martin Worley Group	149.78K	Jun 30, 25	+18.58K	0.08%
Blue Oak Capital, LLC	138.65K	Jun 30, 25	-42.64K	0.08%
Benchmark Wealth Management, LLC	20.65K	Jun 30, 25	+6.41K	0.01%
Congress Wealth Management LLC / DE /	19.05K	Jun 30, 25	+1.08K	0.01%
Parkworth Wealth Management, Inc.	1.85K	Jun 30, 25	+1.85K	0.00%
Kings Path Partners LLC	130	Jun 30, 25	-43	0.00%
Iron Horse Wealth Management, LLC	32	Jun 30, 25	--	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-12	--
Vista Wealth Management Group, LLC	6.46M	Mar 31, 25	+121.62K	3.63%
Corrigan Financial, Inc.	585.89K	Mar 31, 25	+585.89K	0.33%
Orion Portfolio Solutions, LLC	18.78K	Mar 31, 25	+7.03K	0.01%
Carlson Capital Management	3.91M	Dec 31, 24	+16.45K	2.20%
Merriman Wealth Management, LLC	3.17M	Dec 31, 24	+49.74K	1.78%
Householder Group Estate & Retirement Specialist, LLC	184	Dec 31, 24	+184	0.00%
Raymond James Financial Services Advisors, Inc.	19.53K	Sep 30, 24	+8.87K	0.01%
RAYMOND JAMES & ASSOCIATES	12.60K	Sep 30, 24	+12.60K	0.01%
Annapolis Financial Services, LLC	9.50K	Sep 30, 24	--	0.01%
Aspire Wealth Management Corp	2.73K	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.10M	Jun 30, 24	+327.02K	1.18%
WALDEN WEALTH PARTNERS LLC	341.98K	Jun 30, 24	+8.93K	0.19%
Private Ocean, LLC	5.04K	Jun 30, 24	+5.04K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	93	Jun 30, 24	+93	0.00%
Resource Planning Group	43.94K	Dec 31, 23	+43.94K	0.02%
WEALTHSOURCE PARTNERS, LLC	29.22K	Dec 31, 23	-282	0.02%
3D/L Capital Management, LLC	153.22K	Sep 30, 23	-13.28K	0.09%
Steward Financial Group LLC	37.03K	Sep 30, 23	+37.03K	0.02%
BEDEL FINANCIAL CONSULTING INC	9.24K	Sep 30, 23	+9.24K	0.01%
Column Capital Advisors, LLC	830	Sep 30, 23	+415	0.00%
Silicon Hills Wealth Management, LLC	270.00K	Jun 30, 23	-1.17K	0.15%
Align Wealth Management, LLC	85.86K	Dec 31, 22	+85.86K	0.05%
Laurel Wealth Advisors, Inc.	44.93K	Dec 31, 22	+44.93K	0.03%
Sanford Advisory Services, LLC	25.68K	Dec 31, 22	+25.68K	0.01%
Equius Partners, Inc.	9.73K	Dec 31, 22	+9.73K	0.01%
DOWLING & YAHNKE LLC	488.01K	Sep 30, 22	+407.84K	0.27%

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

32.33M

Mar 31, 26

+2.16M

18.19%

Savant Capital, LLC

29.10M

Mar 31, 26

+2.20M

16.37%

Colony Group, LLC

15.52M

Mar 31, 26

+1.03M

8.73%

Forum Financial Management, LP

6.26M

Mar 31, 26

-12.27K

3.52%

Clearstead Advisors, LLC

5.53M

Mar 31, 26

+5.53M

3.11%

Sequoia Financial Advisors, LLC

5.28M

Mar 31, 26

+402.98K

2.97%

Kestra Investment Management, LLC

5.14M

Mar 31, 26

+2.47M

2.89%

ENVESTNET ASSET MANAGEMENT INC

4.40M

Mar 31, 26

+303.76K

2.48%

Buckingham Strategic Partners

3.15M

Mar 31, 26

+457.27K

1.77%

BANK OF MONTREAL /CAN/

2.68M

Mar 31, 26

+78.48K

1.51%

Aprio Wealth Management, LLC

2.40M

Mar 31, 26

+36.27K

1.35%

Apella Capital, LLC

2.00M

Mar 31, 26

+718.96K

1.12%

HighTower Advisors, LLC

1.97M

Mar 31, 26

-326.76K

1.11%

Modera Wealth Management, LLC

1.85M

Mar 31, 26

+224.57K

1.04%

Planning Center, Inc.

1.83M

Mar 31, 26

-28.84K

1.03%

SATOVSKY ASSET MANAGEMENT LLC

1.71M

Mar 31, 26

-12.32K

0.96%

Foster Group, Inc.

1.70M

Mar 31, 26

+4.89K

0.96%

JANE STREET GROUP, LLC

1.39M

Mar 31, 26

+1.39M

0.78%

CI Private Wealth, LLC

1.35M

Mar 31, 26

-44.53K

0.76%

TCI Wealth Advisors, Inc.

1.34M

Mar 31, 26

+67.86K

0.75%

PARK AVENUE SECURITIES LLC

1.28M

Mar 31, 26

+73.55K

0.72%

FINANCIAL CONSULATE, INC

1.24M

Mar 31, 26

+41.43K

0.70%

High Probability Advisors, LLC

1.22M

Mar 31, 26

+23.49K

0.69%

Mariner, LLC

798.99K

Mar 31, 26

+144.99K

0.45%

EXENCIAL WEALTH ADVISORS, LLC

795.47K

Mar 31, 26

+220.81K

0.45%

Meredith Wealth Planning

723.50K

Mar 31, 26

+234.07K

0.41%

GREAT OAK CAPITAL PARTNERS, LLC

703.88K

Mar 31, 26

+15.17K

0.40%

Premier Financial Group

641.69K

Mar 31, 26

+7.45K

0.36%

DiNuzzo Private Wealth, Inc.

639.74K

Mar 31, 26

-3.00K

0.36%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

557.32K

Mar 31, 26

+19.05K

0.31%

Bridgewater Advisors Inc.

544.73K

Mar 31, 26

-146.28K

0.31%

von Borstel & Associates, Inc.

484.72K

Mar 31, 26

-8.16K

0.27%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

478.57K

Mar 31, 26

-5.97K

0.27%

Vestmark Advisory Solutions, Inc.

466.10K

Mar 31, 26

+19.30K

0.26%

True Wealth Design, LLC

459.12K

Mar 31, 26

+12.65K

0.26%

25 LLC

443.29K

Mar 31, 26

+23.23K

0.25%

UBS Group AG

441.14K

Mar 31, 26

+416.55K

0.25%

BANK OF AMERICA CORP /DE/

439.68K

Mar 31, 26

+58.32K

0.25%

Envision Financial Planning, LLC

429.03K

Mar 31, 26

+15.20K

0.24%

Beacon Pointe Advisors, LLC

427.06K

Mar 31, 26

+35.57K

0.24%

Farther Finance Advisors, LLC

410.53K

Mar 31, 26

-8.12K

0.23%

Mills Wealth Advisors LLC

398.21K

Mar 31, 26

+10.84K

0.22%

Quadcap Wealth Management, LLC

397.65K

Mar 31, 26

+29.63K

0.22%

Allworth Financial LP

395.60K

Mar 31, 26

+391.75K

0.22%

MENORA MIVTACHIM HOLDINGS LTD.

379.56K

Mar 31, 26

+84.54K

0.21%

LPL Financial LLC

367.82K

Mar 31, 26

+47.39K

0.21%

FAMILY WEALTH PARTNERS, LLC

353.06K

Mar 31, 26

+47.28K

0.20%

Wright Fund Management, LLC

353.06K

Mar 31, 26

+353.06K

0.20%

SAX WEALTH ADVISORS, LLC

346.81K

Mar 31, 26

0.20%

United Wealth Management, LLC

341.63K

Mar 31, 26

+7.72K

0.19%

Discipline Wealth Solutions, LLC

336.12K

Mar 31, 26

+188.90K

0.19%

FORVIS Wealth Advisors, LLC

335.45K

Mar 31, 26

-69.04K

0.19%

Brady Martz Wealth Solutions, LLC

329.61K

Mar 31, 26

+29.48K

0.19%

Concurrent Investment Advisors, LLC

321.43K

Mar 31, 26

+321.43K

0.18%

FIDUCIARY FINANCIAL GROUP, LLC

314.99K

Mar 31, 26

+36.22K

0.18%

Efficient Advisors, LLC

297.73K

Mar 31, 26

-209.24K

0.17%

CLARIS ADVISORS, LLC / MO /

289.32K

Mar 31, 26

+11.39K

0.16%

Oceanside Advisors LLC

285.13K

Mar 31, 26

+10.63K

0.16%

AE Wealth Management LLC

277.71K

Mar 31, 26

+7.01K

0.16%

CPA Asset Management LLC

275.40K

Mar 31, 26

-31.37K

0.15%

Navigoe, LLC

264.83K

Mar 31, 26

+8.05K

0.15%

VOISARD ASSET MANAGEMENT GROUP, INC.

262.61K

Mar 31, 26

+7.35K

0.15%

LIBERTY WEALTH MANAGEMENT LLC

248.73K

Mar 31, 26

-587

0.14%

Kaufman Rossin Wealth, LLC

239.09K

Mar 31, 26

+23.50K

0.13%

Dynamic Advisor Solutions LLC

237.06K

Mar 31, 26

+7.76K

0.13%

Meritas Wealth Management, LLC

233.55K

Mar 31, 26

+34.90K

0.13%

Savvy Advisors, Inc.

232.29K

Mar 31, 26

+36.52K

0.13%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

231.60K

Mar 31, 26

+7.59K

0.13%

CogentBlue Wealth Advisors, LLC

223.66K

Mar 31, 26

+1.00K

0.13%

Waverly Advisors, LLC

211.96K

Mar 31, 26

+4.00K

0.12%

MB Generational Wealth, LLC

201.92K

Mar 31, 26

+154

0.11%

OLD MISSION CAPITAL LLC

201.15K

Mar 31, 26

+29.98K

0.11%

COMMONWEALTH EQUITY SERVICES, LLC

200.44K

Mar 31, 26

+978

0.11%

NORTHWEST WEALTH MANAGEMENT, LLC

194.57K

Mar 31, 26

+18.90K

0.11%

HMV Wealth Advisors, LLC

194.18K

Mar 31, 26

+19.72K

0.11%

Kestra Advisory Services, LLC

192.11K

Mar 31, 26

+50.23K

0.11%

Financial Engines Advisors L.L.C.

190.35K

Mar 31, 26

-10.88K

0.11%

NewEdge Advisors, LLC

190.28K

Mar 31, 26

-39.04K

0.11%

Chicago Partners Investment Group LLC

178.93K

Mar 31, 26

+4.34K

0.10%

Wealth Advisors Northwest LLC

177.71K

Mar 31, 26

+6.29K

0.10%

Financial Connections Group, Inc.

177.30K

Mar 31, 26

+20.90K

0.10%

Emprise Bank

175.94K

Mar 31, 26

+108.21K

0.10%

Foundation Wealth Management, LLC\PA

174.01K

Mar 31, 26

+10.27K

0.10%

MASTER'S WEALTH MANAGEMENT INC.

172.10K

Mar 31, 26

+4.68K

0.10%

Wealthspire Advisors, LLC

171.80K

Mar 31, 26

-14.33K

0.10%

Wealth Architects, LLC

169.38K

Mar 31, 26

+169.38K

0.10%

BetterWealth, LLC

164.99K

Mar 31, 26

-1.58K

0.09%

Miracle Mile Advisors, LLC

164.46K

Mar 31, 26

+26.84K

0.09%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

159.29K

Mar 31, 26

+3.27K

0.09%

ROYAL BANK OF CANADA

153.18K

Mar 31, 26

-13.95K

0.09%

Merit Financial Group, LLC

153.02K

Mar 31, 26

+153.02K

0.09%

Applied Capital LLC

152.63K

Mar 31, 26

+276

0.09%

Disciplined Investments, LLC

144.51K

Mar 31, 26

+9.62K

0.08%

Waterfront Wealth Inc.

136.75K

Mar 31, 26

+1.87K

0.08%

Vestment Financial LLC

135.34K

Mar 31, 26

+5.97K

0.08%

INTREPID CAPITAL MANAGEMENT INC

131.89K

Mar 31, 26

+10.95K

0.07%

TABLEAUX LLC

124.45K

Mar 31, 26

+49.28K

0.07%

JACKSON THORNTON ASSET MANAGEMENT, LLC

122.63K

Mar 31, 26

+53.95K

0.07%

MML INVESTORS SERVICES, LLC

119.61K

Mar 31, 26

-1.27K

0.07%

Evanson Asset Management, LLC

116.97K

Mar 31, 26

+3.57K

0.07%

Archford Capital Strategies, LLC

115.60K

Mar 31, 26

+6.70K

0.07%

Ronald Blue Trust, Inc.

113.19K

Mar 31, 26

+8.51K

0.06%

JPMORGAN CHASE & CO

112.98K

Mar 31, 26

-6.97K

0.06%

PFG Advisors

112.08K

Mar 31, 26

+7.07K

0.06%

PINNEY & SCOFIELD, INC.

111.51K

Mar 31, 26

+9.22K

0.06%

Resources Investment Advisors, LLC.

110.86K

Mar 31, 26

+11.02K

0.06%

Abel Hall, LLC

106.50K

Mar 31, 26

-430

0.06%

UBS ASSET MANAGEMENT AMERICAS INC

106.25K

Mar 31, 26

+106.25K

0.06%

Friday Financial

104.50K

Mar 31, 26

+3.87K

0.06%

HUTCHINSON CAPITAL MANAGEMENT/CA

103.00K

Mar 31, 26

+3.30K

0.06%

Tortoise Investment Management, LLC

102.34K

Mar 31, 26

0.06%

Altiora Financial Group, LLC

102.15K

Mar 31, 26

-61

0.06%

Quantinno Capital Management LP

101.70K

Mar 31, 26

+12.45K

0.06%

Cerity Partners LLC

97.76K

Mar 31, 26

+97.76K

0.05%

RFG Advisory, LLC

93.96K

Mar 31, 26

-431.79K

0.05%

ADVISOR GROUP HOLDINGS, INC.

88.05K

Mar 31, 26

-73.29K

0.05%

Austin Asset Management Co Inc

87.31K

Mar 31, 26

+2.39K

0.05%

Brinker Capital Investments, LLC

86.16K

Mar 31, 26

-28.37K

0.05%

JONES FINANCIAL COMPANIES LLLP

85.14K

Mar 31, 26

+13.04K

0.05%

RAYMOND JAMES FINANCIAL INC

81.43K

Mar 31, 26

+11.42K

0.05%

Schubert & Co

80.14K

Mar 31, 26

+11.09K

0.05%

DOPKINS WEALTH MANAGEMENT, LLC

79.32K

Mar 31, 26

+7.26K

0.04%

Summit Wealth Partners, LLC

74.62K

Mar 31, 26

+3.38K

0.04%

Midwest Heritage Bank, FSB

74.53K

Mar 31, 26

+5.41K

0.04%

WorthPointe, LLC

74.50K

Mar 31, 26

+31.12K

0.04%

DRIVE WEALTH MANAGEMENT, LLC

73.19K

Mar 31, 26

+8.47K

0.04%

NWAM LLC

71.16K

Mar 31, 26

+5.29K

0.04%

City State Bank

70.30K

Mar 31, 26

+22.05K

0.04%

Cambridge Investment Research Advisors, Inc.

69.09K

Mar 31, 26

+4.64K

0.04%

AA Financial Advisors, LLC

68.52K

Mar 31, 26

+68.52K

0.04%

Index Fund Advisors, Inc.

65.31K

Mar 31, 26

+38.39K

0.04%

Betterment LLC

63.60K

Mar 31, 26

+7.05K

0.04%

Integrated Wealth Concepts LLC

63.31K

Mar 31, 26

+56.26K

0.04%

Eqis Capital Management, Inc.

62.82K

Mar 31, 26

+351

0.04%

Parkwoods Wealth Partners, LLC

61.68K

Mar 31, 26

+38.93K

0.03%

SC&H Financial Advisors, Inc.

60.50K

Mar 31, 26

+47

0.03%

Glass Jacobson Investment Advisors llc

60.39K

Mar 31, 26

+6.29K

0.03%

Sollinda Capital Management LLC

59.95K

Mar 31, 26

+4.92K

0.03%

KEB ASSET MANAGEMENT, LLC

57.18K

Mar 31, 26

+9.17K

0.03%

EverSource Wealth Advisors, LLC

56.92K

Mar 31, 26

-6.97K

0.03%

RAM Investment Partners, LLC

55.68K

Mar 31, 26

+20.07K

0.03%

Acorn Wealth Advisors, LLC

54.29K

Mar 31, 26

+8.67K

0.03%

AQR CAPITAL MANAGEMENT LLC

51.99K

Mar 31, 26

+19.35K

0.03%

Strategent Financial, LLC

49.60K

Mar 31, 26

+2.46K

0.03%

Creative Planning

48.69K

Mar 31, 26

+20.05K

0.03%

Everest Management Corp.

47.34K

Mar 31, 26

+4.47K

0.03%

Dorsey & Whitney Trust CO LLC

46.13K

Mar 31, 26

+1.95K

0.03%

Washington Trust Advisors, Inc.

45.56K

Mar 31, 26

-1.72K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

43.95K

Mar 31, 26

+7.86K

0.02%

STIFEL FINANCIAL CORP

43.45K

Mar 31, 26

-1.20K

0.02%

Mraz, Amerine & Associates, Inc.

43.19K

Mar 31, 26

-262

0.02%

Breakwater Capital Group

43.05K

Mar 31, 26

+1.01K

0.02%

M Holdings Securities, Inc.

42.02K

Mar 31, 26

0.02%

ASPIRIANT, LLC

39.90K

Mar 31, 26

0.02%

Strategic Investment Solutions, Inc. /IL

39.38K

Mar 31, 26

+246

0.02%

SUTTON PLACE INVESTORS LLC

38.55K

Mar 31, 26

+634

0.02%

WEALTHSPAN PARTNERS, LLC

37.30K

Mar 31, 26

-98

0.02%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

36.55K

Mar 31, 26

+662

0.02%

Two West Capital Advisors LLC

36.06K

Mar 31, 26

+971

0.02%

SENTINEL WEALTH MANAGEMENT, INC.

36.04K

Mar 31, 26

0.02%

SIGNATUREFD, LLC

34.48K

Mar 31, 26

+18.38K

0.02%

CHOREO, LLC

31.90K

Mar 31, 26

+17.84K

0.02%

Rehmann Capital Advisory Group

29.26K

Mar 31, 26

-38

0.02%

BROWN ADVISORY INC

29.21K

Mar 31, 26

-950

0.02%

MORGAN STANLEY

28.76K

Mar 31, 26

-1.58K

0.02%

FLOW TRADERS U.S. LLC

27.82K

Mar 31, 26

+27.82K

0.02%

Capital Investment Advisory Services, LLC

27.53K

Mar 31, 26

-20

0.02%

RIVERCHASE WEALTH MANAGEMENT, LLC

26.68K

Mar 31, 26

-125

0.02%

Simplicity Wealth,LLC

25.87K

Mar 31, 26

-2.36K

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

25.55K

Mar 31, 26

-2.39K

0.01%

SUMMIT WEALTH GROUP LLC / CO

25.12K

Mar 31, 26

-1.79K

0.01%

Investmark Advisory Group LLC

24.67K

Mar 31, 26

-444

0.01%

Daner Wealth Management, LLC

24.41K

Mar 31, 26

+5.55K

0.01%

CITIGROUP INC

24.23K

Mar 31, 26

+5.69K

0.01%

Empire Financial Management Company, LLC

24.06K

Mar 31, 26

+922

0.01%

TRUIST FINANCIAL CORP

23.63K

Mar 31, 26

-730

0.01%

Arkadios Wealth Advisors

23.39K

Mar 31, 26

+16.02K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

22.10K

Mar 31, 26

-589

0.01%

Vantage Point Financial LLC

20.99K

Mar 31, 26

+1.61K

0.01%

POINCIANA ADVISORS GROUP, LLC

20.77K

Mar 31, 26

-24

0.01%

International Private Wealth Advisors LLC

20.06K

Mar 31, 26

+3.30K

0.01%

CARDIFF PARK ADVISORS, LLC

19.64K

Mar 31, 26

0.01%

Apollon Wealth Management, LLC

19.14K

Mar 31, 26

+22

0.01%

Brookstone Capital Management

18.75K

Mar 31, 26

+6.92K

0.01%

VisionPoint Advisory Group, LLC

17.63K

Mar 31, 26

+17.63K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

17.62K

Mar 31, 26

+17.62K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

17.60K

Mar 31, 26

+2.87K

0.01%

Ifrah Financial Services, Inc.

17.54K

Mar 31, 26

+4.37K

0.01%

Clark Asset Management, LLC

17.47K

Mar 31, 26

+17.47K

0.01%

Lauterbach Financial Advisors, LLC

16.45K

Mar 31, 26

+3.48K

0.01%

Rockefeller Capital Management L.P.

16.13K

Mar 31, 26

+15.57K

0.01%

NORTHERN TRUST CORP

16.04K

Mar 31, 26

+885

0.01%

BTG Pactual Asset Management US LLC

15.92K

Mar 31, 26

+15.92K

0.01%

XY Planning Network, Inc.

15.08K

Mar 31, 26

+7.85K

0.01%

Gemmer Asset Management LLC

14.09K

Mar 31, 26

+3.16K

0.01%

FMR LLC

13.86K

Mar 31, 26

+4.19K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

13.76K

Mar 31, 26

+2.26K

0.01%

Landing Point Financial Group, LLC

13.74K

Mar 31, 26

+255

0.01%

Triad Wealth Partners, LLC

13.63K

Mar 31, 26

+1.93K

0.01%

Tranquility Partners, LLC

13.29K

Mar 31, 26

+341

0.01%

Bedel Financial Consulting, Inc.

12.90K

Mar 31, 26

+3.72K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

12.84K

Mar 31, 26

+5.97K

0.01%

GEM Asset Management, LLC

11.90K

Mar 31, 26

-47

0.01%

Root Financial Partners, LLC

11.83K

Mar 31, 26

+11.74K

0.01%

GTS SECURITIES LLC

11.74K

Mar 31, 26

-1.62K

0.01%

Cascade Wealth Advisors, Inc

11.70K

Mar 31, 26

+21

0.01%

RCS Financial Planning, LLC

11.40K

Mar 31, 26

-4.36K

0.01%

Westmount Partners, LLC

10.85K

Mar 31, 26

+10.85K

0.01%

Steward Partners Investment Advisory, LLC

10.74K

Mar 31, 26

+1.10K

0.01%

Advisory Services Network, LLC

10.59K

Mar 31, 26

+400

0.01%

Unison Advisors LLC

10.57K

Mar 31, 26

+36

0.01%

Global Trust Asset Management, LLC

10.48K

Mar 31, 26

0.01%

Pasadena Private Wealth, LLC

10.25K

Mar 31, 26

+10.25K

0.01%

Caprock Group, LLC

10.24K

Mar 31, 26

-115

0.01%

Canvas Wealth Advisors, LLC

10.02K

Mar 31, 26

+10.02K

0.01%

Delap Wealth Advisory, LLC

9.89K

Mar 31, 26

+474

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.87K

Mar 31, 26

+1.45K

0.01%

TCFG WEALTH MANAGEMENT, LLC

9.70K

Mar 31, 26

-153

0.01%

Global Financial Private Client, LLC

9.62K

Mar 31, 26

+9.62K

0.01%

DOVER ADVISORS, LLC

9.45K

Mar 31, 26

-379

0.01%

ELEVATE WEALTH ADVISORY, INC

9.34K

Mar 31, 26

+1.72K

0.01%

Ausdal Financial Partners, Inc.

9.29K

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.26K

Mar 31, 26

-1.65K

0.01%

Mattern Wealth Management LLC

9.22K

Mar 31, 26

0.01%

Summit Financial, LLC

9.12K

Mar 31, 26

+2.08K

0.01%

GeoWealth Management, LLC

8.80K

Mar 31, 26

+8.80K

0.00%

Noble Family Wealth, LLC

8.54K

Mar 31, 26

-1.04K

0.00%

MATAURO, LLC

8.46K

Mar 31, 26

+34

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

8.36K

Mar 31, 26

+415

0.00%

Bragg Financial Advisors, Inc

8.28K

Mar 31, 26

-11.81K

0.00%

Wedmont Private Capital

8.22K

Mar 31, 26

+8.22K

0.00%

CITADEL ADVISORS LLC

8.20K

Mar 31, 26

-61.80K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

7.79K

Mar 31, 26

+3.26K

0.00%

Quad-Cities Investment Group, LLC

7.74K

Mar 31, 26

+493

0.00%

IHT Wealth Management, LLC

7.73K

Mar 31, 26

+7.73K

0.00%

First Financial Group Corp

7.72K

Mar 31, 26

0.00%

Atomi Financial Group, Inc.

7.61K

Mar 31, 26

+286

0.00%

Diversified Trust Co

7.50K

Mar 31, 26

0.00%

Capstone Wealth Management, LLC

7.50K

Mar 31, 26

+7.50K

0.00%

AWM CAPITAL, LLC

7.45K

Mar 31, 26

+30

0.00%

Syverson Strege & Co

7.40K

Mar 31, 26

0.00%

BlackRock, Inc.

7.35K

Mar 31, 26

+7.16K

0.00%

DIXON FNANCIAL SERVICES, INC.

7.23K

Mar 31, 26

+167

0.00%

Lynx Investment Advisory

7.22K

Mar 31, 26

+7.22K

0.00%

Stewardship Advisors, LLC

7.14K

Mar 31, 26

+59

0.00%

Shearwater Capital LLC

6.98K

Mar 31, 26

0.00%

CWM, LLC

6.87K

Mar 31, 26

-6.09K

0.00%

U.S. Capital Wealth Advisors, LLC

6.85K

Mar 31, 26

0.00%

BIP Wealth, LLC

6.66K

Mar 31, 26

+6.66K

0.00%

Delos Wealth Advisors, LLC

6.60K

Mar 31, 26

+6.60K

0.00%

CURIO WEALTH, LLC

6.50K

Mar 31, 26

0.00%

LEGACY FINANCIAL GROUP, INC.

6.49K

Mar 31, 26

+6.49K

0.00%

Freedom Day Solutions, LLC

6.47K

Mar 31, 26

+6.47K

0.00%

EnRich Financial Partners LLC

6.33K

Mar 31, 26

-368

0.00%

Beacon Financial Advisory LLC

6.23K

Mar 31, 26

+6.23K

0.00%

Cherry Tree Wealth Management, LLC

6.06K

Mar 31, 26

0.00%

Spire Wealth Management

5.93K

Mar 31, 26

0.00%

Centennial Bank/AR/

5.43K

Mar 31, 26

-4.45K

0.00%

IFG Advisory, LLC

5.16K

Mar 31, 26

+5.16K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

4.57K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

4.14K

Mar 31, 26

0.00%

Operose Advisors LLC

3.55K

Mar 31, 26

+302

0.00%

Versant Capital Management, Inc

3.55K

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

3.51K

Mar 31, 26

-3.48K

0.00%

Rossby Financial, LCC

3.37K

Mar 31, 26

+3.37K

0.00%

Milestone Investment Advisors LLC

3.26K

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

3.05K

Mar 31, 26

0.00%

Arlington Trust Co LLC

2.87K

Mar 31, 26

+2.87K

0.00%

SRS Capital Advisors, Inc.

2.75K

Mar 31, 26

+1.47K

0.00%

MASECO LLP

2.20K

Mar 31, 26

-2.59K

0.00%

American Capital Advisory, LLC

2.08K

Mar 31, 26

-639

0.00%

CX Institutional

2.02K

Mar 31, 26

0.00%

Burk Holdings LLC

1.98K

Mar 31, 26

+1.98K

0.00%

CNB Bank

1.85K

Mar 31, 26

0.00%

LAM GROUP, INC.

1.71K

Mar 31, 26

+1.71K

0.00%

Topsail Wealth Management, LLC

1.63K

Mar 31, 26

+485

0.00%

Horizon Investments, LLC

1.57K

Mar 31, 26

+1.57K

0.00%

FIFTH THIRD BANCORP

1.51K

Mar 31, 26

+1.51K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.45K

Mar 31, 26

0.00%

ASSETMARK, INC

1.28K

Mar 31, 26

+1.20K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.22K

Mar 31, 26

0.00%

Parallel Advisors, LLC

1.18K

Mar 31, 26

0.00%

WealthShield Partners, LLC

1.10K

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

1.08K

Mar 31, 26

-3.08K

0.00%

DecisionPoint Financial, LLC

1.05K

Mar 31, 26

0.00%

Oakworth Capital, Inc.

988

Mar 31, 26

0.00%

AlphaCore Capital LLC

821

Mar 31, 26

-277

0.00%

Smartleaf Asset Management LLC

774

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

769

Mar 31, 26

+769

0.00%

Measured Wealth Private Client Group, LLC

754

Mar 31, 26

0.00%

Millstone Evans Group, LLC

740

Mar 31, 26

-10

0.00%

Geneos Wealth Management Inc.

661

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

595

Mar 31, 26

0.00%

Archer Investment Corp

467

Mar 31, 26

+467

0.00%

Hurley Capital, LLC

441

Mar 31, 26

+441

0.00%

Golden State Equity Partners

437

Mar 31, 26

+437

0.00%

HOLLENCREST CAPITAL MANAGEMENT

434

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

336

Mar 31, 26

0.00%

Team Financial Group, LLC

330

Mar 31, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

283

Mar 31, 26

+283

0.00%

Coston, McIsaac & Partners

209

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

209

Mar 31, 26

-361

0.00%

CoreCap Advisors, LLC

192

Mar 31, 26

+192

0.00%

Glassman Wealth Services

144

Mar 31, 26

0.00%

IFP Advisors, Inc

128

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

128

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

120

Mar 31, 26

-283

0.00%

Triumph Capital Management

110

Mar 31, 26

0.00%

Pacific Center for Financial Services

Mar 31, 26

+98

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Integrity Financial Corp /WA

Mar 31, 26

0.00%

MANNING & NAPIER ADVISORS LLC

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

0.00%

Colonial Trust Co / SC

Mar 31, 26

0.00%

LAIRD NORTON TRUST COMPANY, LLC

Mar 31, 26

-17.01K

Diversify Advisory Services, LLC

Mar 31, 26

-15.43K

Spurstone Advisory Services, LLC

Mar 31, 26

-67

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-20.33K

US BANCORP \DE\

Mar 31, 26

-3.02K

Zhang Financial LLC

Mar 31, 26

-6.86K

Wealthcare Advisory Partners LLC

Mar 31, 26

-66.09K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-54.79K

Wealth Watch Advisors, INC

Mar 31, 26

-444

CGN Advisors LLC

Mar 31, 26

-12.08K

SCRATCH CAPITAL LLC

Mar 31, 26

-6.41K

Quadrature Capital Ltd

Mar 31, 26

-32.81K

Quent Capital, LLC

Mar 31, 26

-161

Clarius Group, LLC

2.72M

Dec 31, 25

+38.75K

1.53%

Grunden Financial Advisory, Inc.

410.43K

Dec 31, 25

+16.30K

0.23%

Timonier Family Office, LTD.

317.03K

Dec 31, 25

+21.08K

0.18%

CIBC Private Wealth Group, LLC

250.03K

Dec 31, 25

-109.06K

0.14%

Yeomans Consulting Group, Inc.

115.91K

Dec 31, 25

+1.97K

0.07%

Edge Financial Advisors LLC

81.46K

Dec 31, 25

+4.68K

0.05%

Austin Private Wealth, LLC

32.39K

Dec 31, 25

+949

0.02%

SageView Advisory Group, LLC

23.79K

Dec 31, 25

-511

0.01%

MARYLAND CAPITAL ADVISORS INC.

21.93K

Dec 31, 25

+2.24K

0.01%

Nalls Sherbakoff Group, LLC

8.44K

Dec 31, 25

0.00%

O'Brien Wealth Partners LLC

7.49K

Dec 31, 25

+7.49K

0.00%

Running Point Capital Advisors, LLC

3.64K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

2.66K

Dec 31, 25

+2.66K

0.00%

COMERICA BANK

1.51K

Dec 31, 25

-7

0.00%

Fortress Wealth Management, Inc.

412.82K

Sep 30, 25

+48.34K

0.23%

PBMares Wealth Management LLC

324.28K

Sep 30, 25

+28.02K

0.18%

Binnacle Investments Inc

138.20K

Sep 30, 25

+4.79K

0.08%

WETHERBY ASSET MANAGEMENT INC

17.19K

Sep 30, 25

0.01%

Full Sail Capital, LLC

9.37K

Sep 30, 25

+9.37K

0.01%

Vishria Bird Financial Group, LLC

7.73K

Sep 30, 25

+7.73K

0.00%

Martin Worley Group

149.78K

Jun 30, 25

+18.58K

0.08%

Blue Oak Capital, LLC

138.65K

Jun 30, 25

-42.64K

0.08%

Benchmark Wealth Management, LLC

20.65K

Jun 30, 25

+6.41K

0.01%

Congress Wealth Management LLC / DE /

19.05K

Jun 30, 25

+1.08K

0.01%

Parkworth Wealth Management, Inc.

1.85K

Jun 30, 25

+1.85K

0.00%

Kings Path Partners LLC

130

Jun 30, 25

-43

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-12

Vista Wealth Management Group, LLC

6.46M

Mar 31, 25

+121.62K

3.63%

Corrigan Financial, Inc.

585.89K

Mar 31, 25

+585.89K

0.33%

Orion Portfolio Solutions, LLC

18.78K

Mar 31, 25

+7.03K

0.01%

Carlson Capital Management

3.91M

Dec 31, 24

+16.45K

2.20%

Merriman Wealth Management, LLC

3.17M

Dec 31, 24

+49.74K

1.78%

Householder Group Estate & Retirement Specialist, LLC

184

Dec 31, 24

+184

0.00%

Raymond James Financial Services Advisors, Inc.

19.53K

Sep 30, 24

+8.87K

0.01%

RAYMOND JAMES & ASSOCIATES

12.60K

Sep 30, 24

+12.60K

0.01%

Annapolis Financial Services, LLC

9.50K

Sep 30, 24

0.01%

Aspire Wealth Management Corp

2.73K

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.10M

Jun 30, 24

+327.02K

1.18%

WALDEN WEALTH PARTNERS LLC

341.98K

Jun 30, 24

+8.93K

0.19%

Private Ocean, LLC

5.04K

Jun 30, 24

+5.04K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+93

0.00%

Resource Planning Group

43.94K

Dec 31, 23

+43.94K

0.02%

WEALTHSOURCE PARTNERS, LLC

29.22K

Dec 31, 23

-282

0.02%

3D/L Capital Management, LLC

153.22K

Sep 30, 23

-13.28K

0.09%

Steward Financial Group LLC

37.03K

Sep 30, 23

+37.03K

0.02%

BEDEL FINANCIAL CONSULTING INC

9.24K

Sep 30, 23

+9.24K

0.01%

Column Capital Advisors, LLC

830

Sep 30, 23

+415

0.00%

Silicon Hills Wealth Management, LLC

270.00K

Jun 30, 23

-1.17K

0.15%

Align Wealth Management, LLC

85.86K

Dec 31, 22

+85.86K

0.05%

Laurel Wealth Advisors, Inc.

44.93K

Dec 31, 22

+44.93K

0.03%

Sanford Advisory Services, LLC

25.68K

Dec 31, 22

+25.68K

0.01%

Equius Partners, Inc.

9.73K

Dec 31, 22

+9.73K

0.01%

DOWLING & YAHNKE LLC

488.01K

Sep 30, 22

+407.84K

0.27%