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Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CX Institutional | -- | Sep 30, 26 | -2.54K | -- |
| Planning Center, Inc. | 3.68M | Jun 30, 26 | +125.93K | 8.71% |
| Root Financial Partners, LLC | 1.87M | Jun 30, 26 | +351.88K | 4.42% |
| Vise Technologies, Inc. | 1.79M | Jun 30, 26 | +624.55K | 4.23% |
| Prudent Man Investment Management, Inc. | 1.57M | Jun 30, 26 | -25.85K | 3.72% |
| Savant Capital, LLC | 1.02M | Jun 30, 26 | +610.29K | 2.41% |
| Financial Harvest, LLC | 831.40K | Jun 30, 26 | +757.18K | 1.97% |
| SJS Investment Consulting Inc. | 737.99K | Jun 30, 26 | +279 | 1.75% |
| SC&H Financial Advisors, Inc. | 645.93K | Jun 30, 26 | +38.58K | 1.53% |
| DiNuzzo Private Wealth, Inc. | 623.82K | Jun 30, 26 | +55.55K | 1.48% |
| Financial Plan, Inc. | 587.14K | Jun 30, 26 | -230.80K | 1.39% |
| American Capital Advisory, LLC | 511.90K | Jun 30, 26 | +28.38K | 1.21% |
| Sterling Wealth Management, Inc. | 499.16K | Jun 30, 26 | +4.12K | 1.18% |
| Three Arch Wealth Management LLC | 424.53K | Jun 30, 26 | +61.18K | 1.01% |
| Rachor Investment Advisory Services, LLC | 392.44K | Jun 30, 26 | +8.54K | 0.93% |
| Pillar Financial Advisors, LLC | 386.38K | Jun 30, 26 | +46.15K | 0.92% |
| Chicago Partners Investment Group LLC | 383.64K | Jun 30, 26 | -25.82K | 0.91% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 361.66K | Jun 30, 26 | -153.38K | 0.86% |
| Aspen Capital Management, LLC | 351.15K | Jun 30, 26 | +303.75K | 0.83% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 350.34K | Jun 30, 26 | +22.20K | 0.83% |
| Avestar Capital, LLC | 296.91K | Jun 30, 26 | +23.60K | 0.70% |
| Foundry Financial LLC | 265.31K | Jun 30, 26 | +24.70K | 0.63% |
| Johnson Wealth Management, LLC | 258.41K | Jun 30, 26 | +31.73K | 0.61% |
| Mariner, LLC | 255.92K | Jun 30, 26 | +17.07K | 0.61% |
| Onyx Financial Advisors, LLC | 253.81K | Jun 30, 26 | +26.70K | 0.60% |
| Hiley Hunt Wealth Management | 250.73K | Jun 30, 26 | +19.04K | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 225.93K | Jun 30, 26 | +13.59K | 0.54% |
| Babb Wealth Advisors LLC | 217.42K | Jun 30, 26 | +6.92K | 0.51% |
| Wolfstich Capital, LLC | 214.07K | Jun 30, 26 | +74.84K | 0.51% |
| TAGStone Capital, Inc. | 209.25K | Jun 30, 26 | -19.01K | 0.50% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 199.91K | Jun 30, 26 | +109.97K | 0.47% |
| New Dimensions Wealth Management, LLC | 199.75K | Jun 30, 26 | +1.99K | 0.47% |
| Tumwater Wealth Management, LLC | 193.33K | Jun 30, 26 | +8.91K | 0.46% |
| Creative Planning | 177.15K | Jun 30, 26 | +24.45K | 0.42% |
| WEALTHSPAN PARTNERS, LLC | 171.44K | Jun 30, 26 | +12.26K | 0.41% |
| Arkadios Wealth Advisors | 168.18K | Jun 30, 26 | +16.52K | 0.40% |
| CHOREO, LLC | 167.03K | Jun 30, 26 | +21.32K | 0.40% |
| Ruedi Wealth Management, Inc. | 164.16K | Jun 30, 26 | +13.14K | 0.39% |
| Shore Point Advisors, LLC | 154.95K | Jun 30, 26 | +6.67K | 0.37% |
| Mattern Wealth Management LLC | 154.64K | Jun 30, 26 | +8.16K | 0.37% |
| Parkwoods Wealth Partners, LLC | 151.49K | Jun 30, 26 | +3.23K | 0.36% |
| Leading Edge Financial Planning LLC | 151.09K | Jun 30, 26 | +11.28K | 0.36% |
| Tencap Wealth Coaching, LLC | 150.33K | Jun 30, 26 | +150.33K | 0.36% |
| FIDUCIARY FINANCIAL ADVISORS | 142.98K | Jun 30, 26 | +142.98K | 0.34% |
| Beacon Pointe Advisors, LLC | 140.05K | Jun 30, 26 | +13.59K | 0.33% |
| Pathstone Holdings, LLC | 135.96K | Jun 30, 26 | +79.27K | 0.32% |
| CITADEL ADVISORS LLC | 120.51K | Jun 30, 26 | +32.72K | 0.29% |
| Strategic Investment Solutions, Inc. /IL | 114.75K | Jun 30, 26 | +5.72K | 0.27% |
| Prime Capital Investment Advisors, LLC | 110.26K | Jun 30, 26 | -19.12K | 0.26% |
| Betterment LLC | 109.52K | Jun 30, 26 | +6.41K | 0.26% |
| Tillman Hartley LLC | 108.83K | Jun 30, 26 | +59.46K | 0.26% |
| Altiora Financial Group, LLC | 102.14K | Jun 30, 26 | -7.16K | 0.24% |
| Cogent Private Wealth, Inc. | 98.56K | Jun 30, 26 | -41.70K | 0.23% |
| 3 FACTOR INDEXING, LLC | 97.09K | Jun 30, 26 | -30.63K | 0.23% |
| AssuredPartners Investment Advisors, LLC | 97.00K | Jun 30, 26 | +5.11K | 0.23% |
| Live Oak Private Wealth LLC | 93.94K | Jun 30, 26 | +74.91K | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 92.27K | Jun 30, 26 | +9.86K | 0.22% |
| Farther Finance Advisors, LLC | 90.24K | Jun 30, 26 | +13.29K | 0.21% |
| Dynamic Advisor Solutions LLC | 90.19K | Jun 30, 26 | -1.07K | 0.21% |
| Navigoe, LLC | 89.74K | Jun 30, 26 | +15.37K | 0.21% |
| GREAT OAK CAPITAL PARTNERS, LLC | 87.11K | Jun 30, 26 | +13.12K | 0.21% |
| VANCE WEALTH, INC. | 85.76K | Jun 30, 26 | -9.81K | 0.20% |
| Coston, McIsaac & Partners | 82.11K | Jun 30, 26 | -188 | 0.19% |
| Concord Wealth Partners | 80.99K | Jun 30, 26 | +734 | 0.19% |
| BRIGHT FINANCIAL ADVISORS, INC. | 78.05K | Jun 30, 26 | -3.98K | 0.18% |
| Outbound Financial Inc | 75.68K | Jun 30, 26 | +36.18K | 0.18% |
| Strathmore Capital Advisors, Inc. | 74.48K | Jun 30, 26 | +2.15K | 0.18% |
| Apella Capital, LLC | 72.06K | Jun 30, 26 | -22.12K | 0.17% |
| Kestra Advisory Services, LLC | 71.20K | Jun 30, 26 | -11.85K | 0.17% |
| DWR WEALTH MANAGEMENT, LLC | 70.99K | Jun 30, 26 | +2.65K | 0.17% |
| VESTIA PERSONAL WEALTH ADVISORS | 62.62K | Jun 30, 26 | -1.82K | 0.15% |
| Quantum Financial Advisors, LLC | 62.45K | Jun 30, 26 | -- | 0.15% |
| FMB WEALTH MANAGEMENT | 60.51K | Jun 30, 26 | -1.73K | 0.14% |
| Applied Capital LLC | 60.25K | Jun 30, 26 | +21.36K | 0.14% |
| Savvy Advisors, Inc. | 59.80K | Jun 30, 26 | +31.20K | 0.14% |
| Optimus Capital Advisors, LLC | 57.48K | Jun 30, 26 | -10.80K | 0.14% |
| Kings Path Partners LLC | 57.41K | Jun 30, 26 | +32.55K | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 56.84K | Jun 30, 26 | +9.43K | 0.13% |
| Everest Financial Group LLC | 56.83K | Jun 30, 26 | -3.56K | 0.13% |
| LPL Financial LLC | 56.26K | Jun 30, 26 | +13.38K | 0.13% |
| STUDIO INVESTMENT MANAGEMENT LLC | 55.97K | Jun 30, 26 | +10.44K | 0.13% |
| Index Fund Advisors, Inc. | 54.07K | Jun 30, 26 | -61.23K | 0.13% |
| LRI Investments, LLC | 53.75K | Jun 30, 26 | +14.50K | 0.13% |
| Burk Holdings LLC | 50.06K | Jun 30, 26 | -- | 0.12% |
| SpringVest Wealth Management LLC | 48.97K | Jun 30, 26 | +26.66K | 0.12% |
| Core Wealth Management, Inc. | 48.95K | Jun 30, 26 | +2.15K | 0.12% |
| ATLas Financial Planning LLC | 48.79K | Jun 30, 26 | +847 | 0.12% |
| CLUNE & ASSOCIATES, LTD. | 48.52K | Jun 30, 26 | -42.73K | 0.11% |
| JPMORGAN CHASE & CO | 45.15K | Jun 30, 26 | +45.13K | 0.11% |
| XY Planning Network, Inc. | 43.57K | Jun 30, 26 | +14.55K | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 40.00K | Jun 30, 26 | -212 | 0.09% |
| Forza Wealth Management, LLC | 38.69K | Jun 30, 26 | +494 | 0.09% |
| Torren Management, LLC | 38.62K | Jun 30, 26 | -79.65K | 0.09% |
| Bullock Wealth Management Group | 38.54K | Jun 30, 26 | -17.29K | 0.09% |
| Meredith Wealth Planning | 37.78K | Jun 30, 26 | +1.48K | 0.09% |
| HighTower Advisors, LLC | 37.10K | Jun 30, 26 | +1.79K | 0.09% |
| MB Generational Wealth, LLC | 35.93K | Jun 30, 26 | +7.28K | 0.09% |
| Apollon Wealth Management, LLC | 34.50K | Jun 30, 26 | -1.00K | 0.08% |
| V2 Financial group LLC | 33.09K | Jun 30, 26 | +33.09K | 0.08% |
| Balboa Wealth Partners | 32.00K | Jun 30, 26 | -631 | 0.08% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 30.49K | Jun 30, 26 | +237 | 0.07% |
| DRAVO BAY LLC | 30.18K | Jun 30, 26 | -28.57K | 0.07% |
| Buckingham Strategic Partners | 30.01K | Jun 30, 26 | +196 | 0.07% |
| Mustard Seed Financial, LLC | 29.96K | Jun 30, 26 | +11.97K | 0.07% |
| MASECO LLP | 28.42K | Jun 30, 26 | +21.77K | 0.07% |
| Family CFO Inc | 28.42K | Jun 30, 26 | +612 | 0.07% |
| CURIO WEALTH, LLC | 27.95K | Jun 30, 26 | -521 | 0.07% |
| Trailhead Planners LLC | 27.52K | Jun 30, 26 | +13.21K | 0.07% |
| McCartney Wealth Management LLC | 27.35K | Jun 30, 26 | -6.39K | 0.06% |
| PFG Advisors | 26.59K | Jun 30, 26 | +1.96K | 0.06% |
| Financial Engines Advisors L.L.C. | 26.26K | Jun 30, 26 | -1.68K | 0.06% |
| MAI Capital Management | 26.09K | Jun 30, 26 | +26.09K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 25.01K | Jun 30, 26 | +66 | 0.06% |
| Kane Co Wealth Management, Inc. | 23.52K | Jun 30, 26 | +6.53K | 0.06% |
| Porter White Investment Advisors, Inc. | 21.01K | Jun 30, 26 | -1.30K | 0.05% |
| Equitable Holdings, Inc. | 20.74K | Jun 30, 26 | +20.74K | 0.05% |
| JANE STREET GROUP, LLC | 20.64K | Jun 30, 26 | -77.84K | 0.05% |
| White Wing Wealth Management | 20.35K | Jun 30, 26 | -3.98K | 0.05% |
| Essential Planning, LLC. | 19.76K | Jun 30, 26 | +5.27K | 0.05% |
| Guardian Wealth Management, LLC | 19.48K | Jun 30, 26 | +1.41K | 0.05% |
| Henrickson Nauta Wealth Advisors, Inc. | 18.85K | Jun 30, 26 | +9.51K | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 16.26K | Jun 30, 26 | -2.19K | 0.04% |
| DEMMING FINANCIAL SERVICES CORP /ADV | 15.93K | Jun 30, 26 | -530 | 0.04% |
| OLD MISSION CAPITAL LLC | 15.12K | Jun 30, 26 | +15.12K | 0.04% |
| PCA Investment Advisory Services Inc. | 14.98K | Jun 30, 26 | -14.48K | 0.04% |
| WPWealth LLP | 14.48K | Jun 30, 26 | +673 | 0.03% |
| ProCore Advisors, LLC | 14.13K | Jun 30, 26 | -3.57K | 0.03% |
| ORBA Wealth Advisors, L.L.C. | 13.64K | Jun 30, 26 | +13.64K | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.64K | Jun 30, 26 | +1.89K | 0.03% |
| Pure Financial Advisors, LLC | 13.20K | Jun 30, 26 | +1.54K | 0.03% |
| CYPRESS FINANCIAL PLANNING LLC | 12.31K | Jun 30, 26 | -1.67K | 0.03% |
| SageOak Financial, LLC | 11.52K | Jun 30, 26 | -9.03K | 0.03% |
| Oceanside Advisors LLC | 10.78K | Jun 30, 26 | -51 | 0.03% |
| MASTER'S WEALTH MANAGEMENT INC. | 10.27K | Jun 30, 26 | -3.10K | 0.02% |
| MML INVESTORS SERVICES, LLC | 9.98K | Jun 30, 26 | -9.98K | 0.02% |
| Cypress Point Wealth Management, LLC | 9.15K | Jun 30, 26 | +43 | 0.02% |
| Schubert & Co | 9.07K | Jun 30, 26 | +221 | 0.02% |
| Rehmann Capital Advisory Group | 9.07K | Jun 30, 26 | +373 | 0.02% |
| Hartmann Taylor Wealth Management, LLC | 9.00K | Jun 30, 26 | -- | 0.02% |
| Modera Wealth Management, LLC | 8.96K | Jun 30, 26 | +8.96K | 0.02% |
| Private Advisor Group, LLC | 8.58K | Jun 30, 26 | +220 | 0.02% |
| Miracle Mile Advisors, LLC | 8.56K | Jun 30, 26 | -1.04K | 0.02% |
| Berger Financial Group, Inc | 7.90K | Jun 30, 26 | +3.61K | 0.02% |
| LEGACY FINANCIAL GROUP, INC. | 7.69K | Jun 30, 26 | +1.56K | 0.02% |
| Evanson Financial, LLC | 7.47K | Jun 30, 26 | +7.47K | 0.02% |
| Geometric Wealth Advisors | 7.10K | Jun 30, 26 | +64 | 0.02% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6.99K | Jun 30, 26 | +241 | 0.02% |
| Diversify Advisory Services, LLC | 6.99K | Jun 30, 26 | +6.99K | 0.02% |
| Embree Financial Group | 6.95K | Jun 30, 26 | -50 | 0.02% |
| Elser Financial Planning, Inc | 6.95K | Jun 30, 26 | -- | 0.02% |
| Van Hulzen Asset Management, LLC | 6.83K | Jun 30, 26 | -600 | 0.02% |
| Aptus Capital Advisors, LLC | 6.66K | Jun 30, 26 | +164 | 0.02% |
| GRAND WEALTH MANAGEMENT, LLC | 6.61K | Jun 30, 26 | +4.58K | 0.02% |
| Eaton-Cambridge Inc. | 6.50K | Jun 30, 26 | -- | 0.02% |
| VSM Wealth Advisory, LLC | 6.47K | Jun 30, 26 | +253 | 0.02% |
| ROYAL BANK OF CANADA | 6.42K | Jun 30, 26 | -10.80K | 0.02% |
| ShankerValleau Wealth Advisors, Inc. | 5.97K | Jun 30, 26 | -3.61K | 0.01% |
| First Financial Group Corp | 5.92K | Jun 30, 26 | +10 | 0.01% |
| TRUIST FINANCIAL CORP | 5.89K | Jun 30, 26 | -376 | 0.01% |
| Resources Investment Advisors, LLC. | 5.63K | Jun 30, 26 | +410 | 0.01% |
| Acorn Wealth Advisors, LLC | 5.61K | Jun 30, 26 | +761 | 0.01% |
| LANE BROTHERS & CO INC | 5.13K | Jun 30, 26 | -- | 0.01% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4.97K | Jun 30, 26 | -2.22K | 0.01% |
| FIRETHORN WEALTH PARTNERS, LLC | 4.88K | Jun 30, 26 | -95 | 0.01% |
| MORGAN STANLEY | 4.51K | Jun 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.38K | Jun 30, 26 | +4.38K | 0.01% |
| FIFTH THIRD BANCORP | 4.34K | Jun 30, 26 | -3.15K | 0.01% |
| CSP Financial Group, LLC | 4.25K | Jun 30, 26 | +39 | 0.01% |
| Werba Rubin Papier Wealth Management | 3.95K | Jun 30, 26 | +3.95K | 0.01% |
| IFG Advisory, LLC | 3.10K | Jun 30, 26 | +270 | 0.01% |
| Washington Trust Advisors, Inc. | 2.42K | Jun 30, 26 | +22 | 0.01% |
| SRS Capital Advisors, Inc. | 1.49K | Jun 30, 26 | +1.49K | 0.00% |
| BANK OF MONTREAL /CAN/ | 1.00K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 425 | Jun 30, 26 | -16.55K | 0.00% |
| Strengthening Families & Communities, LLC | 378 | Jun 30, 26 | -469 | 0.00% |
| IFP Advisors, Inc | 374 | Jun 30, 26 | -186 | 0.00% |
| Capital Analysts, LLC | 292 | Jun 30, 26 | +2 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 250 | Jun 30, 26 | -- | 0.00% |
| LAM GROUP, INC. | 85 | Jun 30, 26 | -745 | 0.00% |
| PINNEY & SCOFIELD, INC. | 74 | Jun 30, 26 | +30 | 0.00% |
| SITTNER & NELSON, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 59 | Jun 30, 26 | +59 | 0.00% |
| RHL GROUP, LLC | 24 | Jun 30, 26 | -- | 0.00% |
| Bay Harbor Wealth Management, LLC | 18 | Jun 30, 26 | +18 | 0.00% |
| Alpha Financial Advisors, LLC | -- | Jun 30, 26 | -4.14K | -- |
| BRIGHTON JONES LLC | -- | Jun 30, 26 | -5.12K | -- |
| CI Private Wealth, LLC | -- | Jun 30, 26 | -11.80K | -- |
| Verum Partners LLC | -- | Jun 30, 26 | -16.71K | -- |
| Moran Wealth Management, LLC | -- | Jun 30, 26 | -65.53K | -- |
| DecisionPoint Financial, LLC | -- | Jun 30, 26 | -1.09K | -- |
| Summit Financial, LLC | -- | Jun 30, 26 | -4.20K | -- |
| Nalls Sherbakoff Group, LLC | -- | Jun 30, 26 | -5.32K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -11.65K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -72.34K | -- |
| Wealthcare Advisory Partners LLC | -- | Jun 30, 26 | -5.77K | -- |
| GK Wealth Management LLC | -- | Jun 30, 26 | -68.34K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -48.16K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -2.72K | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -117 | -- |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | -- | Jun 30, 26 | -100 | -- |
| Warburton Capital Management, LLC | -- | Jun 30, 26 | -11.78K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -69.27K | -- |
| Integrated Advisors Network LLC | -- | Jun 30, 26 | -3.94K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -1.81K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.30K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| Broadhurst Jeffrey B | -- | Jun 30, 26 | -39.41K | -- |
| McIlrath & Eck, LLC | 59.96K | Mar 31, 26 | +20.53K | 0.14% |
| Claris Financial LLC | 33.69K | Mar 31, 26 | +176 | 0.08% |
| Evanson Asset Management, LLC | 7.41K | Mar 31, 26 | +995 | 0.02% |
| CWM, LLC | 52 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 7.44K | Dec 31, 25 | +99 | 0.02% |
| Running Point Capital Advisors, LLC | 199 | Dec 31, 25 | -- | 0.00% |
| PBMares Wealth Management LLC | 20.70K | Sep 30, 25 | +139 | 0.05% |
| Willow Creek Wealth Management Inc. | 10.44K | Sep 30, 25 | +1.09K | 0.02% |
| Parkworth Wealth Management, Inc. | 26.69K | Jun 30, 25 | -12.61K | 0.06% |
| Blue Oak Capital, LLC | 22.68K | Jun 30, 25 | -11.75K | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 4.80K | Jun 30, 25 | +278 | 0.01% |
| Legacy Investment Solutions, LLC | 1.81K | Jun 30, 25 | +1.81K | 0.00% |
| Cahill Wealth Management, LLC | 9.93K | Mar 31, 25 | +9.93K | 0.02% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data