DVYE(DVYE)
DVYE
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 284 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.20M | Jun 30, 26 | +661.66K | 6.42% |
| MORGAN STANLEY | 1.46M | Jun 30, 26 | +310.63K | 4.28% |
| LPL Financial LLC | 1.25M | Jun 30, 26 | +205.16K | 3.65% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.15M | Jun 30, 26 | +72.14K | 3.37% |
| Creative Planning | 1.08M | Jun 30, 26 | +23.94K | 3.15% |
| UBS Group AG | 1.04M | Jun 30, 26 | -13.33K | 3.05% |
| Cresset Asset Management, LLC | 546.86K | Jun 30, 26 | +16.92K | 1.60% |
| Auto-Owners Insurance Co | 500.00K | Jun 30, 26 | -320.00K | 1.46% |
| Bank of New York Mellon Corp | 403.26K | Jun 30, 26 | +54.36K | 1.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 373.85K | Jun 30, 26 | -163.62K | 1.09% |
| Trek Financial, LLC | 372.20K | Jun 30, 26 | +15.19K | 1.09% |
| ROYAL BANK OF CANADA | 323.39K | Jun 30, 26 | +7.84K | 0.95% |
| Proficio Capital Partners LLC | 295.56K | Jun 30, 26 | +141.09K | 0.86% |
| Prentice Wealth Management LLC | 268.16K | Jun 30, 26 | +12.24K | 0.78% |
| STATE OF WISCONSIN INVESTMENT BOARD | 267.95K | Jun 30, 26 | -- | 0.78% |
| SECURIAN ASSET MANAGEMENT, INC | 250.00K | Jun 30, 26 | -- | 0.73% |
| OLD MISSION CAPITAL LLC | 246.31K | Jun 30, 26 | +14.34K | 0.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 243.32K | Jun 30, 26 | -2.76K | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 242.90K | Jun 30, 26 | +73.83K | 0.71% |
| Argent Advisors, Inc. | 236.28K | Jun 30, 26 | +751 | 0.69% |
| Beta Wealth Group, Inc. | 225.85K | Jun 30, 26 | +2.93K | 0.66% |
| Revisor Wealth Management LLC | 220.00K | Jun 30, 26 | -4.72K | 0.64% |
| MERCER GLOBAL ADVISORS INC /ADV | 219.59K | Jun 30, 26 | +48.41K | 0.64% |
| ASSETMARK, INC | 211.88K | Jun 30, 26 | -32.65K | 0.62% |
| Peregrine Asset Advisers, Inc. | 198.45K | Jun 30, 26 | -8.67K | 0.58% |
| CFS Investment Advisory Services, LLC | 194.62K | Jun 30, 26 | -66.92K | 0.57% |
| STIFEL FINANCIAL CORP | 186.02K | Jun 30, 26 | +35.08K | 0.54% |
| JPMORGAN CHASE & CO | 182.15K | Jun 30, 26 | -61.84K | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 179.99K | Jun 30, 26 | +8.53K | 0.53% |
| Cooper Financial Group | 179.97K | Jun 30, 26 | +5.35K | 0.53% |
| CITADEL ADVISORS LLC | 173.94K | Jun 30, 26 | +1.48K | 0.51% |
| MARSHALL WACE, LLP | 168.88K | Jun 30, 26 | -12.00K | 0.49% |
| Pekin Hardy Strauss, Inc. | 160.01K | Jun 30, 26 | +4.70K | 0.47% |
| Mariner, LLC | 159.69K | Jun 30, 26 | -13.57K | 0.47% |
| Crescent Grove Advisors, LLC | 158.30K | Jun 30, 26 | +7.04K | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 154.97K | Jun 30, 26 | +19.27K | 0.45% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 140.43K | Jun 30, 26 | +2.13K | 0.41% |
| Virtu Financial LLC | 134.29K | Jun 30, 26 | +134.29K | 0.39% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 130.91K | Jun 30, 26 | +9.78K | 0.38% |
| Grange Capital, LLC | 109.63K | Jun 30, 26 | -3.32K | 0.32% |
| Concord Wealth Partners | 102.30K | Jun 30, 26 | -767 | 0.30% |
| STEPHENS INC /AR/ | 100.43K | Jun 30, 26 | +5.87K | 0.29% |
| Concord Asset Management, LLC/VA | 100.14K | Jun 30, 26 | -805 | 0.29% |
| Steward Partners Investment Advisory, LLC | 97.96K | Jun 30, 26 | +1.78K | 0.29% |
| Thrive Capital Management, LLC | 93.68K | Jun 30, 26 | +2.81K | 0.27% |
| Cetera Investment Advisers | 90.74K | Jun 30, 26 | -33.79K | 0.27% |
| Summit Global Investments | 89.25K | Jun 30, 26 | +4.21K | 0.26% |
| Janney Montgomery Scott LLC | 85.89K | Jun 30, 26 | -72.63K | 0.25% |
| TRUIST FINANCIAL CORP | 84.59K | Jun 30, 26 | +10.49K | 0.25% |
| NewEdge Advisors, LLC | 83.24K | Jun 30, 26 | -15.40K | 0.24% |
| AMERIPRISE FINANCIAL INC | 82.63K | Jun 30, 26 | -21.45K | 0.24% |
| Equitable Holdings, Inc. | 82.22K | Jun 30, 26 | +4.37K | 0.24% |
| Ariadne Wealth Management, LP | 70.84K | Jun 30, 26 | -2.36K | 0.21% |
| Sanctuary Advisors, LLC | 68.09K | Jun 30, 26 | -1.25K | 0.20% |
| HRT FINANCIAL LP | 63.86K | Jun 30, 26 | +53.42K | 0.19% |
| D.B. Root & Company, LLC | 61.14K | Jun 30, 26 | +15.80K | 0.18% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57.40K | Jun 30, 26 | +4.42K | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 55.79K | Jun 30, 26 | +27.19K | 0.16% |
| NTV ASSET MANAGEMENT LLC | 53.50K | Jun 30, 26 | -- | 0.16% |
| Bouvel Investment Partners, LLC | 53.45K | Jun 30, 26 | +53.45K | 0.16% |
| Baird Financial Group, Inc. | 52.67K | Jun 30, 26 | -1.94K | 0.15% |
| Lido Advisors, LLC | 52.29K | Jun 30, 26 | -289 | 0.15% |
| Wealthspire Advisors, LLC | 51.66K | Jun 30, 26 | -- | 0.15% |
| 180 WEALTH ADVISORS, LLC | 51.64K | Jun 30, 26 | +1.95K | 0.15% |
| Ipsen Advisor Group LLC | 49.94K | Jun 30, 26 | +1.31K | 0.15% |
| DORVAL Corp | 49.67K | Jun 30, 26 | -- | 0.15% |
| Allianz Asset Management GmbH | 49.00K | Jun 30, 26 | -- | 0.14% |
| Anson Capital, Inc. | 47.63K | Jun 30, 26 | -19.12K | 0.14% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 45.23K | Jun 30, 26 | -2.15K | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 44.44K | Jun 30, 26 | -12.85K | 0.13% |
| Colony Group, LLC | 44.42K | Jun 30, 26 | -15.51K | 0.13% |
| Atwater Malick LLC | 43.82K | Jun 30, 26 | +43.82K | 0.13% |
| Crestwood Advisors Group LLC | 43.82K | Jun 30, 26 | -297 | 0.13% |
| Rockefeller Capital Management L.P. | 43.76K | Jun 30, 26 | +1.53K | 0.13% |
| Astoria Portfolio Advisors LLC. | 42.97K | Jun 30, 26 | +12.10K | 0.13% |
| Stonebridge Wealth Management, LLC | 41.80K | Jun 30, 26 | +2.05K | 0.12% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 40.35K | Jun 30, 26 | +471 | 0.12% |
| Wealthfront Advisers LLC | 39.79K | Jun 30, 26 | -12.55K | 0.12% |
| ARMSTRONG ADVISORY GROUP, INC | 37.06K | Jun 30, 26 | +2.04K | 0.11% |
| FLOW TRADERS U.S. LLC | 36.87K | Jun 30, 26 | +19.30K | 0.11% |
| 10Elms LLP | 34.21K | Jun 30, 26 | +7.21K | 0.10% |
| TRANSCEND CAPITAL ADVISORS, LLC | 32.50K | Jun 30, 26 | +32.50K | 0.10% |
| MAI Capital Management | 31.97K | Jun 30, 26 | +911 | 0.09% |
| Pensionmark Financial Group, LLC | 31.45K | Jun 30, 26 | -35 | 0.09% |
| HANCOCK WHITNEY CORP | 29.13K | Jun 30, 26 | -10.00K | 0.09% |
| D.A. DAVIDSON & CO. | 28.69K | Jun 30, 26 | +400 | 0.08% |
| Integrity Advisory Solutions, LLC | 28.68K | Jun 30, 26 | -146 | 0.08% |
| Qube Research & Technologies Ltd | 27.86K | Jun 30, 26 | +9.34K | 0.08% |
| VISTA CAPITAL PARTNERS, INC. | 26.96K | Jun 30, 26 | -- | 0.08% |
| Cascade Financial Partners, LLC | 26.63K | Jun 30, 26 | +1 | 0.08% |
| CreativeOne Wealth, LLC | 25.93K | Jun 30, 26 | +2.92K | 0.08% |
| Mission Hills Financial Advisory, LLC | 23.23K | Jun 30, 26 | +23.23K | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 23.12K | Jun 30, 26 | +23.12K | 0.07% |
| BARRETT & COMPANY, INC. | 22.34K | Jun 30, 26 | +831 | 0.07% |
| BCS Private Wealth Management, Inc. | 21.80K | Jun 30, 26 | -2.29K | 0.06% |
| RAELIPSKIE PARTNERSHIP | 20.74K | Jun 30, 26 | -- | 0.06% |
| PRINCIPAL SECURITIES, INC. | 20.68K | Jun 30, 26 | +4.53K | 0.06% |
| SWEENEY & MICHEL, LLC | 20.67K | Jun 30, 26 | +1.11K | 0.06% |
| Marble Harbor Investment Counsel, LLC | 20.40K | Jun 30, 26 | -- | 0.06% |
| Concurrent Investment Advisors, LLC | 20.40K | Jun 30, 26 | -- | 0.06% |
| IFP Advisors, Inc | 20.12K | Jun 30, 26 | +3.18K | 0.06% |
| Gladstone Institutional Advisory LLC | 18.42K | Jun 30, 26 | +2.08K | 0.05% |
| DAVENPORT & Co LLC | 17.66K | Jun 30, 26 | +1.70K | 0.05% |
| Hyundai Investments Co., Ltd. | 17.31K | Jun 30, 26 | +9.50K | 0.05% |
| FIRST HORIZON CORP | 17.09K | Jun 30, 26 | +17.09K | 0.05% |
| PUFF WEALTH MANAGEMENT, LLC | 17.04K | Jun 30, 26 | +17.04K | 0.05% |
| Eagle Strategies LLC | 16.67K | Jun 30, 26 | +1.45K | 0.05% |
| Advyzon Investment Management, LLC | 16.05K | Jun 30, 26 | -895 | 0.05% |
| Eagle Bluffs Wealth Management LLC | 15.88K | Jun 30, 26 | -- | 0.05% |
| WINNOW WEALTH LLC | 15.79K | Jun 30, 26 | -856 | 0.05% |
| MGO ONE SEVEN LLC | 15.26K | Jun 30, 26 | -2.52K | 0.04% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 15.11K | Jun 30, 26 | +5.74K | 0.04% |
| Abundance Wealth Counselors | 15.09K | Jun 30, 26 | +7.60K | 0.04% |
| DRIVE WEALTH MANAGEMENT, LLC | 15.02K | Jun 30, 26 | +1.00K | 0.04% |
| Ashton Thomas Private Wealth, LLC | 14.66K | Jun 30, 26 | -- | 0.04% |
| MML INVESTORS SERVICES, LLC | 14.52K | Jun 30, 26 | +2.88K | 0.04% |
| John W. Brooker & Co., CPAs | 14.42K | Jun 30, 26 | +5.63K | 0.04% |
| VestGen Advisors, LLC | 14.38K | Jun 30, 26 | +831 | 0.04% |
| Regal Investment Advisors LLC | 14.07K | Jun 30, 26 | +224 | 0.04% |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 13.87K | Jun 30, 26 | +13.87K | 0.04% |
| Atria Investments, Inc | 13.51K | Jun 30, 26 | +13.51K | 0.04% |
| Investment Research Partners LLC | 13.41K | Jun 30, 26 | -756 | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 13.34K | Jun 30, 26 | +5.19K | 0.04% |
| FIFTH THIRD BANCORP | 13.13K | Jun 30, 26 | -- | 0.04% |
| L2 Asset Management, LLC | 12.94K | Jun 30, 26 | +12.94K | 0.04% |
| INVESTED ADVISORS | 12.49K | Jun 30, 26 | -624 | 0.04% |
| Crumly & Associates Inc. | 12.23K | Jun 30, 26 | +3.21K | 0.04% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 11.78K | Jun 30, 26 | -937 | 0.03% |
| Americana Partners, LLC | 11.71K | Jun 30, 26 | +11.71K | 0.03% |
| Lifestyle Asset Management, Inc. | 11.19K | Jun 30, 26 | +4.86K | 0.03% |
| Elgethun Capital Management | 10.93K | Jun 30, 26 | -- | 0.03% |
| SageView Advisory Group, LLC | 10.49K | Jun 30, 26 | +10.49K | 0.03% |
| Oakmont Advisory Group, LLC | 10.07K | Jun 30, 26 | +336 | 0.03% |
| First Heartland Consultants, Inc. | 9.51K | Jun 30, 26 | +9.51K | 0.03% |
| GLENMEDE TRUST CO NA | 9.50K | Jun 30, 26 | -- | 0.03% |
| Western Wealth Management, LLC | 9.38K | Jun 30, 26 | -1.04K | 0.03% |
| DRW Securities, LLC | 9.37K | Jun 30, 26 | +9.37K | 0.03% |
| Rossby Financial, LCC | 9.37K | Jun 30, 26 | +9.37K | 0.03% |
| BlackRock, Inc. | 8.99K | Jun 30, 26 | +1.71K | 0.03% |
| Wedmont Private Capital | 8.99K | Jun 30, 26 | +579 | 0.03% |
| TD Waterhouse Canada Inc. | 8.98K | Jun 30, 26 | -203 | 0.03% |
| PIN OAK INVESTMENT ADVISORS INC | 8.43K | Jun 30, 26 | +8.43K | 0.02% |
| Prospera Financial Services Inc | 8.12K | Jun 30, 26 | +318 | 0.02% |
| Straight Path Wealth Management | 7.85K | Jun 30, 26 | +300 | 0.02% |
| Intrua Financial, LLC | 7.50K | Jun 30, 26 | -- | 0.02% |
| Sowell Financial Services LLC | 7.25K | Jun 30, 26 | +7.25K | 0.02% |
| Sound Income Strategies, LLC | 7.03K | Jun 30, 26 | +2.99K | 0.02% |
| TWO SIGMA SECURITIES, LLC | 6.97K | Jun 30, 26 | +6.97K | 0.02% |
| Summit Financial, LLC | 6.95K | Jun 30, 26 | +102 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 6.88K | Jun 30, 26 | -12.97K | 0.02% |
| Private Advisor Group, LLC | 6.83K | Jun 30, 26 | -32.26K | 0.02% |
| CIBC Asset Management Inc | 6.75K | Jun 30, 26 | -- | 0.02% |
| CI Private Wealth, LLC | 6.64K | Jun 30, 26 | -321 | 0.02% |
| Braeburn Wealth Management LLC | 6.58K | Jun 30, 26 | -- | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 6.53K | Jun 30, 26 | +36 | 0.02% |
| Apollon Wealth Management, LLC | 6.50K | Jun 30, 26 | +146 | 0.02% |
| Beacon Pointe Advisors, LLC | 6.42K | Jun 30, 26 | +371 | 0.02% |
| Pinnacle Bancorp, Inc. | 5.80K | Jun 30, 26 | -- | 0.02% |
| PRIVATE TRUST CO NA | 5.40K | Jun 30, 26 | +4.26K | 0.02% |
| Security National Bank | 4.95K | Jun 30, 26 | -- | 0.01% |
| Asset Dedication, LLC | 4.01K | Jun 30, 26 | -34 | 0.01% |
| TFC Financial Management, Inc. | 2.54K | Jun 30, 26 | +22 | 0.01% |
| FMR LLC | 2.52K | Jun 30, 26 | +124 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.50K | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 2.44K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 2.27K | Jun 30, 26 | -199 | 0.01% |
| Highland Investment Advisors LLC | 2.10K | Jun 30, 26 | +2.10K | 0.01% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2.00K | Jun 30, 26 | +2.00K | 0.01% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1.84K | Jun 30, 26 | -- | 0.01% |
| WEBSTER BANK, N. A. | 1.70K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.70K | Jun 30, 26 | +335 | 0.00% |
| BLAIR WILLIAM & CO/IL | 1.63K | Jun 30, 26 | -- | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 1.49K | Jun 30, 26 | +1.49K | 0.00% |
| Millstone Evans Group, LLC | 1.26K | Jun 30, 26 | +429 | 0.00% |
| Triumph Capital Management | 1.15K | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 966 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 939 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 857 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 850 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 806 | Jun 30, 26 | -- | 0.00% |
| Sunrise Financial Services, LLC | 786 | Jun 30, 26 | -22 | 0.00% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 630 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 600 | Jun 30, 26 | +600 | 0.00% |
| WELLS FARGO & COMPANY/MN | 535 | Jun 30, 26 | +534 | 0.00% |
| IFG Advisory, LLC | 531 | Jun 30, 26 | +531 | 0.00% |
| WHITTIER TRUST CO | 488 | Jun 30, 26 | -- | 0.00% |
| WELLINGTON-ALTUS USA INC. | 461 | Jun 30, 26 | -- | 0.00% |
| DecisionPoint Financial, LLC | 403 | Jun 30, 26 | +403 | 0.00% |
| MATHER GROUP, LLC. | 350 | Jun 30, 26 | +350 | 0.00% |
| Continuum Advisory, LLC | 299 | Jun 30, 26 | +299 | 0.00% |
| Integrated Wealth Concepts LLC | 297 | Jun 30, 26 | +297 | 0.00% |
| Cherry Tree Wealth Management, LLC | 281 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 271 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 185 | Jun 30, 26 | -- | 0.00% |
| Atomic Invest LLC | 164 | Jun 30, 26 | +3 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 160 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 160 | Jun 30, 26 | -- | 0.00% |
| WestEnd Advisors, LLC | 147 | Jun 30, 26 | -- | 0.00% |
| Solstein Capital, LLC | 58 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| NVWM, LLC | 21 | Jun 30, 26 | +1 | 0.00% |
| Sankala Group LLC | 8 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 6 | Jun 30, 26 | -- | 0.00% |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -2.96K | -- |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | -- | Jun 30, 26 | -15.60K | -- |
| Fort Point Capital Partners LLC | -- | Jun 30, 26 | -5.98K | -- |
| Glassman Wealth Services | -- | Jun 30, 26 | -13 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -348 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -309.33K | -- |
| bLong Financial, LLC | -- | Jun 30, 26 | -26.30K | -- |
| Park Square Financial Group, LLC | -- | Jun 30, 26 | -87 | -- |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -20.81K | -- |
| CAPITAL ADVISORS INC/OK | -- | Jun 30, 26 | -12.10K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.61K | -- |
| Federation des caisses Desjardins du Quebec | -- | Jun 30, 26 | -61 | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -770 | -- |
| CHOREO, LLC | -- | Jun 30, 26 | -8.29K | -- |
| Blume Capital Management, Inc. | -- | Jun 30, 26 | -625 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -51.16K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.22K | -- |
| Benchmark Investment Advisors LLC | -- | Jun 30, 26 | -52.82K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -6 | -- |
| CWM, LLC | 230 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 25 | Mar 31, 26 | -- | 0.00% |
| Vantage Financial Partners, LLC | 30.27K | Dec 31, 25 | +412 | 0.09% |
| COMERICA BANK | 17.75K | Dec 31, 25 | -71 | 0.05% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -41 | -- |
| Lowe Wealth Advisors, LLC | 23.23K | Sep 30, 25 | +510 | 0.07% |
| OPTIMUM INVESTMENT ADVISORS | 11.80K | Sep 30, 25 | +760 | 0.03% |
| Glenmede Investment Management, LP | 9.50K | Sep 30, 25 | -6.50K | 0.03% |
| FSA Wealth Management LLC | 18 | Sep 30, 25 | -- | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -16.85K | -- |
| Iron Horse Wealth Management, LLC | 10 | Jun 30, 25 | -- | 0.00% |
| Transform Wealth, LLC | 72.07K | Mar 31, 25 | -10.13K | 0.21% |
| Raymond James Financial Services Advisors, Inc. | 26.42K | Sep 30, 24 | -25.97K | 0.08% |
| RAYMOND JAMES & ASSOCIATES | 15.74K | Sep 30, 24 | -31 | 0.05% |
| All Season Financial Advisors, Inc. | 11.81K | Sep 30, 24 | -12.37K | 0.03% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 139 | Sep 30, 24 | +139 | 0.00% |
| Custom Portfolio Group LLC | 81.73K | Jun 30, 24 | +10.94K | 0.24% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 61.80K | Jun 30, 24 | -5.12K | 0.18% |
| BlackRock Inc. | 4.99K | Jun 30, 24 | -444.05K | 0.01% |
| Cetera Advisor Networks LLC | 73.17K | Mar 31, 24 | -1.97K | 0.21% |
| Cetera Advisors LLC | 28.67K | Mar 31, 24 | +19.11K | 0.08% |
| WEALTHSOURCE PARTNERS, LLC | 21.26K | Dec 31, 23 | +21.26K | 0.06% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 242.46K | Sep 30, 23 | -1.30K | 0.71% |
| BerganKDV Wealth Management, LLC | 25.29K | Jun 30, 23 | -90 | 0.07% |
| Lumature Wealth Partners, LLC | 15.10K | Jun 30, 23 | -- | 0.04% |
| Endurance Wealth Management, Inc. | 7.68K | Jun 30, 23 | -- | 0.02% |
| First Capital Advisors Group, LLC. | 2.72K | Jun 30, 23 | +2.72K | 0.01% |
| Ahrens Investment Partners LLC | 400 | Mar 31, 23 | +400 | 0.00% |
| American Portfolios Advisors | 13.58K | Sep 30, 22 | -22.50K | 0.04% |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | 13.08K | Jun 30, 22 | +521 | 0.04% |
| BREWIN DOLPHIN LTD | 197 | Jun 30, 22 | -- | 0.00% |
| Lenox Wealth Advisors, LLC | 48.65K | Mar 31, 22 | -- | 0.14% |
| Crescent Capital Consulting, LLC | 125.09K | Dec 31, 21 | +25.83K | 0.37% |
| NEXT Financial Group, Inc | 3.72K | Dec 31, 21 | -202 | 0.01% |
| Carroll Financial Associates, Inc. | 3.65K | Dec 31, 21 | +3.59K | 0.01% |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -690 | -- |
| Nachman Norwood & Parrott, Inc | 6.19K | Jun 30, 21 | -- | 0.02% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1.19K | Jun 30, 21 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 15.06K | Sep 30, 20 | +543 | 0.04% |
| Advisor Group, Inc. | 49.98K | Dec 31, 19 | +6.82K | 0.15% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 24.11K | Dec 31, 19 | -552 | 0.07% |
| SUNTRUST BANKS INC | 55.24K | Sep 30, 19 | +3.56K | 0.16% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 755 | Sep 30, 19 | -- | 0.00% |
| RAND WEALTH, LLC | 124.10K | Sep 30, 18 | +10.28K | 0.36% |
| BB&T INVESTMENT SERVICES, INC. | 77 | Dec 31, 17 | +77 | 0.00% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -113.40K | -- |
| Commonwealth Equity Services, Inc | 30.86K | Jun 30, 17 | +916 | 0.09% |
| WFG Advisors, LP | 4.51K | Jun 30, 17 | +1.00K | 0.01% |
| FIRST FINANCIAL EQUITY CORPORATION | 8.66K | Mar 31, 17 | +8.66K | 0.03% |
| BlackRock Investment Management, LLC | 349.36K | Dec 31, 16 | -24.98K | 1.02% |
| MSI Financial Services Inc | 2.11K | Dec 31, 16 | +368 | 0.01% |
| SOCIETE GENERALE | 19.08K | Jun 30, 16 | +19.08K | 0.06% |
| Aris Wealth Services, Inc. | 99.95K | Sep 30, 15 | +9.06K | 0.29% |
| INVESTORS TRUST INC | 7.38K | Jun 30, 15 | -- | 0.02% |
| UBS AG | 119.94K | Sep 30, 14 | +4.71K | 0.35% |
| QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 212 | Sep 30, 14 | -- | 0.00% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -5.08K | -- |
| Jane Street Holding, LLC | 32.21K | Dec 31, 13 | -14.52K | 0.09% |
| STIFEL NICOLAUS & CO INC \MO\ | -- | Sep 30, 13 | -5.37K | -- |
| KNIGHT CAPITAL GROUP LLC | 4.26K | Jun 30, 13 | -685 | 0.01% |
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