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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 88.61K | Sep 30, 26 | -8.42K | 0.22% |
| Cooper Financial Group | 1.93K | Sep 30, 26 | -446 | 0.00% |
| Versant Capital Management, Inc | 243 | Sep 30, 26 | -- | 0.00% |
| Byrne Asset Management LLC | 195 | Sep 30, 26 | -- | 0.00% |
| Rosenberg Matthew Hamilton | 52 | Sep 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 43 | Sep 30, 26 | +43 | 0.00% |
| FSA Investment Group, LLC | -- | Sep 30, 26 | -1.93K | -- |
| JPMORGAN CHASE & CO | 3.02M | Jun 30, 26 | -87.57K | 7.43% |
| MORGAN STANLEY | 2.22M | Jun 30, 26 | +53.15K | 5.46% |
| BANK OF AMERICA CORP /DE/ | 1.51M | Jun 30, 26 | +72.31K | 3.71% |
| LPL Financial LLC | 634.36K | Jun 30, 26 | +45.30K | 1.56% |
| BANK OF MONTREAL /CAN/ | 601.31K | Jun 30, 26 | +599.55K | 1.48% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 537.49K | Jun 30, 26 | -165.18K | 1.32% |
| GOLDMAN SACHS GROUP INC | 483.48K | Jun 30, 26 | +235.46K | 1.19% |
| FMR LLC | 478.04K | Jun 30, 26 | +1.31K | 1.17% |
| ASSETMARK, INC | 447.64K | Jun 30, 26 | -59.66K | 1.10% |
| MEITAV INVESTMENT HOUSE LTD | 442.09K | Jun 30, 26 | +73.00K | 1.09% |
| Sixth Street Partners Management Company, L.P. | 436.64K | Jun 30, 26 | +436.64K | 1.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 436.64K | Jun 30, 26 | -18.77K | 1.07% |
| WELLS FARGO & COMPANY/MN | 418.60K | Jun 30, 26 | +23.88K | 1.03% |
| RAYMOND JAMES FINANCIAL INC | 413.66K | Jun 30, 26 | -40.35K | 1.02% |
| UBS Group AG | 373.16K | Jun 30, 26 | +24.77K | 0.92% |
| Mirae Asset Global Investments Co., Ltd. | 324.40K | Jun 30, 26 | +324.40K | 0.80% |
| Robinhood Asset Management, LLC | 317.19K | Jun 30, 26 | +48.71K | 0.78% |
| Evercore Wealth Management, LLC | 310.76K | Jun 30, 26 | +3.14K | 0.76% |
| AMERIPRISE FINANCIAL INC | 268.70K | Jun 30, 26 | +30.54K | 0.66% |
| Rice Partnership, LLC | 196.78K | Jun 30, 26 | +4.12K | 0.48% |
| Ayalon Insurance Comp Ltd. | 195.78K | Jun 30, 26 | +73.04K | 0.48% |
| Harel Insurance Investments & Financial Services Ltd. | 169.22K | Jun 30, 26 | +31.48K | 0.42% |
| ROYAL BANK OF CANADA | 167.40K | Jun 30, 26 | +9.21K | 0.41% |
| POTOMAC FUND MANAGEMENT INC /ADV | 159.70K | Jun 30, 26 | +764 | 0.39% |
| Foundations Investment Advisors, LLC | 158.78K | Jun 30, 26 | +2.71K | 0.39% |
| Mount Yale Investment Advisors, LLC | 144.19K | Jun 30, 26 | +41.45K | 0.35% |
| Rockefeller Capital Management L.P. | 141.54K | Jun 30, 26 | +3.05K | 0.35% |
| Allianz Asset Management GmbH | 128.90K | Jun 30, 26 | -44.80K | 0.32% |
| Permanens Capital L.P. | 125.86K | Jun 30, 26 | +101.95K | 0.31% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 118.14K | Jun 30, 26 | -410 | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 117.39K | Jun 30, 26 | +47.38K | 0.29% |
| Vestmark Advisory Solutions, Inc. | 116.11K | Jun 30, 26 | +4.73K | 0.29% |
| Cartesian Growth Corp | 112.65K | Jun 30, 26 | -500 | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 110.31K | Jun 30, 26 | +18.11K | 0.27% |
| Bank of New York Mellon Corp | 99.17K | Jun 30, 26 | -6.79K | 0.24% |
| TRUIST FINANCIAL CORP | 92.23K | Jun 30, 26 | +1.81K | 0.23% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 84.02K | Jun 30, 26 | +24.59K | 0.21% |
| JANE STREET GROUP, LLC | 77.82K | Jun 30, 26 | +77.82K | 0.19% |
| PRECEDENT WEALTH PARTNERS, LLC | 76.07K | Jun 30, 26 | +5.79K | 0.19% |
| Hamilton Capital, LLC | 74.93K | Jun 30, 26 | +1.27K | 0.18% |
| Wright Fund Management, LLC | 74.70K | Jun 30, 26 | +10.97K | 0.18% |
| JBGlobal.com LLC | 74.61K | Jun 30, 26 | -2.52K | 0.18% |
| Almanack Investment Partners, LLC. | 69.39K | Jun 30, 26 | -7.60K | 0.17% |
| BEARING POINT CAPITAL, LLC | 66.92K | Jun 30, 26 | +1.29K | 0.16% |
| Evernest Financial Advisors, LLC | 65.51K | Jun 30, 26 | +2.24K | 0.16% |
| BlackRock, Inc. | 63.78K | Jun 30, 26 | -- | 0.16% |
| Madrid Financial Services | 61.16K | Jun 30, 26 | +4.83K | 0.15% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 60.94K | Jun 30, 26 | +989 | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 57.83K | Jun 30, 26 | -921 | 0.14% |
| New Vernon Capital Holdings II LLC | 57.60K | Jun 30, 26 | +11.04K | 0.14% |
| Cetera Investment Advisers | 56.21K | Jun 30, 26 | +12.95K | 0.14% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 55.50K | Jun 30, 26 | +55.50K | 0.14% |
| GUARDIAN POINT CAPITAL, LP | 50.00K | Jun 30, 26 | +50.00K | 0.12% |
| Gladstone Institutional Advisory LLC | 47.81K | Jun 30, 26 | +2.44K | 0.12% |
| Berkeley, Inc | 45.19K | Jun 30, 26 | +336 | 0.11% |
| NewEdge Advisors, LLC | 44.70K | Jun 30, 26 | +430 | 0.11% |
| Sharper & Granite LLC | 44.59K | Jun 30, 26 | -1.92K | 0.11% |
| Stonebridge Financial Group, LLC/CA | 44.09K | Jun 30, 26 | +44.09K | 0.11% |
| Kestra Advisory Services, LLC | 41.21K | Jun 30, 26 | -692 | 0.10% |
| Nvest Wealth Strategies, Inc. | 38.55K | Jun 30, 26 | +991 | 0.09% |
| DEUTSCHE BANK AG\ | 38.19K | Jun 30, 26 | -- | 0.09% |
| BANK OF NOVA SCOTIA | 37.72K | Jun 30, 26 | -27.89K | 0.09% |
| Geneos Wealth Management Inc. | 36.05K | Jun 30, 26 | +199 | 0.09% |
| GSB Wealth Management, LLC | 35.57K | Jun 30, 26 | -856 | 0.09% |
| GLENMEDE TRUST CO NA | 34.68K | Jun 30, 26 | -105 | 0.09% |
| Warner Group LLC | 34.20K | Jun 30, 26 | +23.32K | 0.08% |
| CITIGROUP INC | 34.15K | Jun 30, 26 | -11.39K | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 33.69K | Jun 30, 26 | +1.46K | 0.08% |
| MML INVESTORS SERVICES, LLC | 33.07K | Jun 30, 26 | +5.21K | 0.08% |
| Sequoia Financial Advisors, LLC | 32.53K | Jun 30, 26 | +125 | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 32.21K | Jun 30, 26 | +1.85K | 0.08% |
| STIFEL FINANCIAL CORP | 32.07K | Jun 30, 26 | +1.45K | 0.08% |
| RMB Capital Management, LLC | 31.63K | Jun 30, 26 | -3.97K | 0.08% |
| Summit Financial, LLC | 31.05K | Jun 30, 26 | +1.41K | 0.08% |
| Avid Wealth Partners LLC | 30.94K | Jun 30, 26 | -9.21K | 0.08% |
| Baird Financial Group, Inc. | 28.86K | Jun 30, 26 | +201 | 0.07% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 27.51K | Jun 30, 26 | +694 | 0.07% |
| SHARPEPOINT LLC | 27.41K | Jun 30, 26 | +2.03K | 0.07% |
| BLAIR WILLIAM & CO/IL | 27.14K | Jun 30, 26 | -9.74K | 0.07% |
| HighTower Advisors, LLC | 26.30K | Jun 30, 26 | +1.65K | 0.06% |
| TWO SIGMA INVESTMENTS, LP | 25.80K | Jun 30, 26 | +4.40K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 24.78K | Jun 30, 26 | +1.95K | 0.06% |
| Federation des caisses Desjardins du Quebec | 24.59K | Jun 30, 26 | -209 | 0.06% |
| CI Private Wealth, LLC | 24.12K | Jun 30, 26 | -245 | 0.06% |
| Janney Montgomery Scott LLC | 22.24K | Jun 30, 26 | +1.20K | 0.05% |
| Integrated Wealth Concepts LLC | 21.91K | Jun 30, 26 | +757 | 0.05% |
| PATTEN & PATTEN INC/TN | 21.69K | Jun 30, 26 | +12.31K | 0.05% |
| WESCAP Management Group, Inc. | 21.63K | Jun 30, 26 | +1 | 0.05% |
| E&G Advisors, LP | 20.81K | Jun 30, 26 | +4.75K | 0.05% |
| S&CO INC | 20.00K | Jun 30, 26 | -- | 0.05% |
| XY Planning Network, Inc. | 19.95K | Jun 30, 26 | +25 | 0.05% |
| CITADEL ADVISORS LLC | 19.88K | Jun 30, 26 | +10.20K | 0.05% |
| NorthRock Partners, LLC | 19.57K | Jun 30, 26 | -5.01K | 0.05% |
| HARBOUR INVESTMENTS, INC. | 19.36K | Jun 30, 26 | +18.16K | 0.05% |
| Karnit Road Accident Victims Compensation Fund | 19.16K | Jun 30, 26 | -- | 0.05% |
| Atria Investments, Inc | 18.61K | Jun 30, 26 | +3.16K | 0.05% |
| Global View Capital Management LLC | 17.66K | Jun 30, 26 | -184 | 0.04% |
| Innovative Advisory Group, LLC | 17.64K | Jun 30, 26 | +17.64K | 0.04% |
| Copia Wealth Management | 17.62K | Jun 30, 26 | +1.34K | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 16.78K | Jun 30, 26 | +1.54K | 0.04% |
| UBS ASSET MANAGEMENT AMERICAS INC | 15.23K | Jun 30, 26 | -4.26K | 0.04% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 14.95K | Jun 30, 26 | +286 | 0.04% |
| MOULTON WEALTH MANAGEMENT, INC | 14.62K | Jun 30, 26 | +2.90K | 0.04% |
| Rathbones Group PLC | 14.60K | Jun 30, 26 | +1.64K | 0.04% |
| FIFTH THIRD BANCORP | 14.46K | Jun 30, 26 | +2.42K | 0.04% |
| Cerity Partners LLC | 14.34K | Jun 30, 26 | +1.19K | 0.04% |
| RITHOLTZ WEALTH MANAGEMENT | 14.02K | Jun 30, 26 | -3.93K | 0.03% |
| Sanctuary Advisors, LLC | 13.52K | Jun 30, 26 | -1.13K | 0.03% |
| Fidelis Capital Partners, LLC | 13.36K | Jun 30, 26 | +3.57K | 0.03% |
| Arete Wealth Advisors, LLC | 13.34K | Jun 30, 26 | +13.34K | 0.03% |
| Perigon Wealth Management, LLC | 13.27K | Jun 30, 26 | +36 | 0.03% |
| Legacy Wealth Partners, LLC | 13.06K | Jun 30, 26 | +1.25K | 0.03% |
| Next Level Private LLC | 13.01K | Jun 30, 26 | -114 | 0.03% |
| Colony Group, LLC | 12.63K | Jun 30, 26 | -10.39K | 0.03% |
| COMPASS FINANCIAL MANAGEMENT LLC | 12.26K | Jun 30, 26 | +12.26K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 12.23K | Jun 30, 26 | +817 | 0.03% |
| Pilgrim Partners Asia Pte Ltd | 12.00K | Jun 30, 26 | +8.00K | 0.03% |
| Ethos Financial Group, LLC | 11.86K | Jun 30, 26 | +7.72K | 0.03% |
| Edgemoor Investment Advisors, Inc. | 11.65K | Jun 30, 26 | +11.65K | 0.03% |
| Evelyn Partners Group Ltd | 11.48K | Jun 30, 26 | +11.48K | 0.03% |
| CIBC WORLD MARKET INC. | 11.46K | Jun 30, 26 | +3.29K | 0.03% |
| Quantinno Capital Management LP | 11.36K | Jun 30, 26 | +635 | 0.03% |
| Dala Group, LLC | 11.14K | Jun 30, 26 | -2.18K | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 11.04K | Jun 30, 26 | +1.28K | 0.03% |
| Comprehensive Wealth Management, LLC | 10.93K | Jun 30, 26 | +6.94K | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 10.74K | Jun 30, 26 | +314 | 0.03% |
| SCOTIA CAPITAL INC. | 10.60K | Jun 30, 26 | -781 | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10.37K | Jun 30, 26 | +851 | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.21K | Jun 30, 26 | -1.57K | 0.03% |
| Global Endowment Management, LP | 10.00K | Jun 30, 26 | -- | 0.02% |
| New England Private Wealth Advisors LLC | 9.98K | Jun 30, 26 | -1.14K | 0.02% |
| Addison Advisors LLC | 9.84K | Jun 30, 26 | +5.18K | 0.02% |
| VisionPoint Advisory Group, LLC | 9.79K | Jun 30, 26 | -1.03K | 0.02% |
| Ausdal Financial Partners, Inc. | 9.71K | Jun 30, 26 | +3 | 0.02% |
| Private Advisor Group, LLC | 9.69K | Jun 30, 26 | +343 | 0.02% |
| Chemistry Wealth Management LLC | 9.48K | Jun 30, 26 | -- | 0.02% |
| IEQ CAPITAL, LLC | 9.43K | Jun 30, 26 | -774 | 0.02% |
| THRIVENT FINANCIAL FOR LUTHERANS | 9.36K | Jun 30, 26 | -6.76K | 0.02% |
| HSBC HOLDINGS PLC | 9.26K | Jun 30, 26 | -- | 0.02% |
| Oxinas Partners Wealth Management LLC | 9.21K | Jun 30, 26 | +31 | 0.02% |
| HB Wealth Management, LLC | 9.13K | Jun 30, 26 | +1.29K | 0.02% |
| Wealthcare Advisory Partners LLC | 8.99K | Jun 30, 26 | -224 | 0.02% |
| PARK AVENUE SECURITIES LLC | 8.98K | Jun 30, 26 | +2.27K | 0.02% |
| London & Capital Asset Management Ltd | 8.76K | Jun 30, 26 | -402 | 0.02% |
| Payne Capital LLC | 8.67K | Jun 30, 26 | +72 | 0.02% |
| NVWM, LLC | 8.53K | Jun 30, 26 | +266 | 0.02% |
| Creative Planning | 8.21K | Jun 30, 26 | -575 | 0.02% |
| Institute for Wealth Management, LLC. | 8.05K | Jun 30, 26 | -- | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.90K | Jun 30, 26 | -536 | 0.02% |
| Greenwich Wealth Management LLC | 7.90K | Jun 30, 26 | -29 | 0.02% |
| Savant Capital, LLC | 7.81K | Jun 30, 26 | +1.26K | 0.02% |
| Harbour Capital Advisors, LLC | 7.74K | Jun 30, 26 | -250 | 0.02% |
| Maridea Wealth Management LLC | 7.74K | Jun 30, 26 | -78 | 0.02% |
| Beaumont Capital Management, LLC | 7.72K | Jun 30, 26 | -406 | 0.02% |
| Gateway Wealth Partners, LLC | 7.69K | Jun 30, 26 | -1.53K | 0.02% |
| Steward Partners Investment Advisory, LLC | 7.38K | Jun 30, 26 | -54 | 0.02% |
| Cresset Asset Management, LLC | 7.33K | Jun 30, 26 | -870 | 0.02% |
| Capstone Wealth Management Group, Inc. | 7.30K | Jun 30, 26 | +7.30K | 0.02% |
| Ballast Rock Private Wealth LLC | 7.21K | Jun 30, 26 | -- | 0.02% |
| Stonebridge Financial Planning Group, LLC | 6.84K | Jun 30, 26 | +156 | 0.02% |
| Phoenix Holdings Ltd. | 6.75K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 6.74K | Jun 30, 26 | +908 | 0.02% |
| VestGen Advisors, LLC | 6.72K | Jun 30, 26 | -341 | 0.02% |
| SeaCrest Wealth Management, LLC | 6.48K | Jun 30, 26 | +277 | 0.02% |
| Massar Capital Management, LP | 6.30K | Jun 30, 26 | +6.30K | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC | 6.26K | Jun 30, 26 | +6.26K | 0.02% |
| Ciovacco Capital Management LLC | 6.20K | Jun 30, 26 | +6.20K | 0.02% |
| Robertson Stephens Wealth Management, LLC | 6.13K | Jun 30, 26 | -7 | 0.02% |
| Essential Partners LLC | 6.08K | Jun 30, 26 | +1.38K | 0.01% |
| STEPHENS INC /AR/ | 6.04K | Jun 30, 26 | -- | 0.01% |
| INSIGNEO ADVISORY SERVICES, LLC | 6.02K | Jun 30, 26 | +876 | 0.01% |
| Advyzon Investment Management, LLC | 5.97K | Jun 30, 26 | -339 | 0.01% |
| Hanlon Investment Management, Inc. | 5.97K | Jun 30, 26 | +210 | 0.01% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5.85K | Jun 30, 26 | -- | 0.01% |
| GeoWealth Management, LLC | 5.79K | Jun 30, 26 | +5.67K | 0.01% |
| WASHINGTON GROWTH STRATEGIES LLC | 5.70K | Jun 30, 26 | +21 | 0.01% |
| Total Clarity Wealth Management, Inc. | 5.67K | Jun 30, 26 | -35 | 0.01% |
| MAI Capital Management | 5.67K | Jun 30, 26 | +169 | 0.01% |
| Strait & Sound Wealth Management LLC | 5.66K | Jun 30, 26 | -119 | 0.01% |
| MONECO Advisors, LLC | 5.62K | Jun 30, 26 | +5.62K | 0.01% |
| Western Wealth Management, LLC | 5.61K | Jun 30, 26 | -1.78K | 0.01% |
| Ignite Planners, LLC | 5.56K | Jun 30, 26 | +94 | 0.01% |
| Qube Research & Technologies Ltd | 5.36K | Jun 30, 26 | +4.24K | 0.01% |
| Prospect Financial Services LLC | 5.24K | Jun 30, 26 | +446 | 0.01% |
| DV Trading LLC | 5.20K | Jun 30, 26 | +5.20K | 0.01% |
| GFS Advisors, LLC | 5.20K | Jun 30, 26 | -- | 0.01% |
| GTS SECURITIES LLC | 5.19K | Jun 30, 26 | -957 | 0.01% |
| J.M. Arbour, LLC | 5.17K | Jun 30, 26 | -11 | 0.01% |
| Pinnacle Financial Partners, Inc. | 5.13K | Jun 30, 26 | -- | 0.01% |
| FLC Capital Advisors | 4.88K | Jun 30, 26 | -- | 0.01% |
| Arkadios Wealth Advisors | 4.87K | Jun 30, 26 | -655 | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.86K | Jun 30, 26 | +297 | 0.01% |
| Eagle Strategies LLC | 4.75K | Jun 30, 26 | +70 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 4.74K | Jun 30, 26 | +728 | 0.01% |
| BROWN, LISLE/CUMMINGS, INC. | 4.72K | Jun 30, 26 | -- | 0.01% |
| Valor Advisors LLC | 4.67K | Jun 30, 26 | -647 | 0.01% |
| Brookstone Capital Management | 4.65K | Jun 30, 26 | +822 | 0.01% |
| OPPENHEIMER & CO INC | 4.50K | Jun 30, 26 | -988 | 0.01% |
| THOR TRADING ADVISORS, LLC | 4.34K | Jun 30, 26 | +4.34K | 0.01% |
| Koshinski Asset Management, Inc. | 4.28K | Jun 30, 26 | -- | 0.01% |
| Mengis Capital Management, Inc. | 4.24K | Jun 30, 26 | +28 | 0.01% |
| Unison Asset Management LLC | 4.20K | Jun 30, 26 | -- | 0.01% |
| Maxele Advisors, LLC | 4.13K | Jun 30, 26 | +4.13K | 0.01% |
| AE Wealth Management LLC | 4.08K | Jun 30, 26 | +3.13K | 0.01% |
| Modera Wealth Management, LLC | 4.06K | Jun 30, 26 | -- | 0.01% |
| Quadrature Capital Ltd | 4.05K | Jun 30, 26 | +4.05K | 0.01% |
| NCM Capital Management, LLC | 3.85K | Jun 30, 26 | +3 | 0.01% |
| Allie Family Office LLC | 3.79K | Jun 30, 26 | +1.51K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 3.78K | Jun 30, 26 | +38 | 0.01% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 3.77K | Jun 30, 26 | -- | 0.01% |
| Fisher Asset Management, LLC | 3.70K | Jun 30, 26 | +3.70K | 0.01% |
| Equitable Holdings, Inc. | 3.69K | Jun 30, 26 | -6.07K | 0.01% |
| K2 Financial Inc. | 3.63K | Jun 30, 26 | -66 | 0.01% |
| Dynamic Advisor Solutions LLC | 3.54K | Jun 30, 26 | +26 | 0.01% |
| Independent Advisor Alliance | 3.49K | Jun 30, 26 | -1.15K | 0.01% |
| NOESIS CAPITAL MANGEMENT CORP | 3.45K | Jun 30, 26 | -- | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 3.40K | Jun 30, 26 | -742 | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 3.34K | Jun 30, 26 | +3.34K | 0.01% |
| KANE INVESTMENT MANAGEMENT, INC. | 3.22K | Jun 30, 26 | +21 | 0.01% |
| Concurrent Investment Advisors, LLC | 3.21K | Jun 30, 26 | +325 | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 3.16K | Jun 30, 26 | -311 | 0.01% |
| J. Team Financial, Inc. | 3.15K | Jun 30, 26 | +300 | 0.01% |
| WEDBUSH SECURITIES INC | 3.14K | Jun 30, 26 | -119 | 0.01% |
| BAROMETER CAPITAL MANAGEMENT INC. | 3.10K | Jun 30, 26 | -700 | 0.01% |
| LANGLEY WEALTH MANAGEMENT, LLC | 3.09K | Jun 30, 26 | +3.09K | 0.01% |
| Checchi Capital Advisers, LLC | 3.08K | Jun 30, 26 | +21 | 0.01% |
| Peregrine Asset Advisers, Inc. | 3.08K | Jun 30, 26 | -2.78K | 0.01% |
| South Shore Capital Advisors | 3.06K | Jun 30, 26 | -- | 0.01% |
| Welch Group, LLC | 3.06K | Jun 30, 26 | +467 | 0.01% |
| Pathstone Holdings, LLC | 2.96K | Jun 30, 26 | +838 | 0.01% |
| Runnymede Capital Advisors, Inc. | 2.93K | Jun 30, 26 | +25 | 0.01% |
| Destination Wealth Management | 2.92K | Jun 30, 26 | -187 | 0.01% |
| Schrum Private Wealth Management LLC | 2.90K | Jun 30, 26 | -- | 0.01% |
| Auour Investments LLC | 2.89K | Jun 30, 26 | +804 | 0.01% |
| BALDWIN BROTHERS LLC/MA | 2.88K | Jun 30, 26 | -- | 0.01% |
| CATHY PARETO & ASSOCIATES, INC | 2.85K | Jun 30, 26 | -202 | 0.01% |
| Formidable Asset Management, LLC | 2.83K | Jun 30, 26 | -12 | 0.01% |
| Advisor Resource Council | 2.82K | Jun 30, 26 | +1.01K | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.80K | Jun 30, 26 | -199.97K | 0.01% |
| MGO ONE SEVEN LLC | 2.76K | Jun 30, 26 | -7 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.69K | Jun 30, 26 | +20 | 0.01% |
| Clear Harbor Asset Management, LLC | 2.68K | Jun 30, 26 | -20 | 0.01% |
| Gotham Asset Management, LLC | 2.65K | Jun 30, 26 | -- | 0.01% |
| Ifrah Financial Services, Inc. | 2.59K | Jun 30, 26 | +2.59K | 0.01% |
| BYRNE FINANCIAL FREEDOM, LLC | 2.57K | Jun 30, 26 | -219 | 0.01% |
| Ascent Group, LLC | 2.56K | Jun 30, 26 | -177 | 0.01% |
| Moors & Cabot, Inc. | 2.55K | Jun 30, 26 | -1.04K | 0.01% |
| Penobscot Investment Management Company, Inc. | 2.50K | Jun 30, 26 | -- | 0.01% |
| Purkiss Capital Advisors LLC | 2.49K | Jun 30, 26 | -325 | 0.01% |
| American Institute for Advanced Investment Management, LLP | 2.47K | Jun 30, 26 | -125 | 0.01% |
| Merit Financial Group, LLC | 2.40K | Jun 30, 26 | -448 | 0.01% |
| Mariner, LLC | 2.38K | Jun 30, 26 | -3.30K | 0.01% |
| SAPIENT CAPITAL LLC | 2.38K | Jun 30, 26 | -- | 0.01% |
| Next Capital Management LLC | 2.35K | Jun 30, 26 | -- | 0.01% |
| Revisor Wealth Management LLC | 2.32K | Jun 30, 26 | +2.32K | 0.01% |
| DAVENPORT & Co LLC | 2.31K | Jun 30, 26 | -460 | 0.01% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 2.30K | Jun 30, 26 | +2.30K | 0.01% |
| Parker Investment Management, LLC | 2.20K | Jun 30, 26 | -- | 0.01% |
| Ascent Advisors, LLC | 2.17K | Jun 30, 26 | +2.17K | 0.01% |
| WAYSTONE ADVISORS LLC | 2.13K | Jun 30, 26 | -279 | 0.01% |
| CAPITAL MANAGEMENT CORP /VA | 2.02K | Jun 30, 26 | -- | 0.00% |
| WJ Financial Advisors LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| VIRTUE ASSET MANAGEMENT LLC | 1.98K | Jun 30, 26 | +1.98K | 0.00% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1.98K | Jun 30, 26 | +1.98K | 0.00% |
| Bison Wealth, LLC | 1.98K | Jun 30, 26 | -154 | 0.00% |
| JTC Employer Solutions Trustee Ltd | 1.98K | Jun 30, 26 | -- | 0.00% |
| CHILTON INVESTMENT CO INC. | 1.97K | Jun 30, 26 | -- | 0.00% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 1.96K | Jun 30, 26 | +702 | 0.00% |
| SCS Capital Management LLC | 1.96K | Jun 30, 26 | -1.73K | 0.00% |
| GK Wealth Management LLC | 1.94K | Jun 30, 26 | +1.94K | 0.00% |
| FSA Investment Group, LLC | 1.93K | Jun 30, 26 | +1.93K | 0.00% |
| CreativeOne Wealth, LLC | 1.88K | Jun 30, 26 | +1.88K | 0.00% |
| Pensionmark Financial Group, LLC | 1.88K | Jun 30, 26 | -83 | 0.00% |
| Stillwater Private Wealth, LLC | 1.83K | Jun 30, 26 | -385 | 0.00% |
| CALTON & ASSOCIATES, INC. | 1.80K | Jun 30, 26 | -1.93K | 0.00% |
| TopTier Wealth Management, LLC | 1.77K | Jun 30, 26 | +132 | 0.00% |
| SRS Capital Advisors, Inc. | 1.75K | Jun 30, 26 | +315 | 0.00% |
| KANAWHA CAPITAL MANAGEMENT LLC | 1.73K | Jun 30, 26 | -- | 0.00% |
| Fort Sheridan Advisors LLC | 1.70K | Jun 30, 26 | -- | 0.00% |
| Sandy Cove Advisors, LLC | 1.70K | Jun 30, 26 | +1.70K | 0.00% |
| FULCRUM WEALTH ADVISORS, LLC | 1.70K | Jun 30, 26 | -- | 0.00% |
| MASECO LLP | 1.67K | Jun 30, 26 | +1.67K | 0.00% |
| Parallel Advisors, LLC | 1.65K | Jun 30, 26 | +359 | 0.00% |
| United Advisor Group, LLC | 1.63K | Jun 30, 26 | +195 | 0.00% |
| Apollon Wealth Management, LLC | 1.63K | Jun 30, 26 | +1.63K | 0.00% |
| Brinker Capital Investments, LLC | 1.62K | Jun 30, 26 | +1.62K | 0.00% |
| Barry Investment Advisors, LLC | 1.60K | Jun 30, 26 | -- | 0.00% |
| City Center Advisors, LLC | 1.60K | Jun 30, 26 | +105 | 0.00% |
| Bravias Capital Group, LLC | 1.58K | Jun 30, 26 | +79 | 0.00% |
| XTX Topco Ltd | 1.56K | Jun 30, 26 | +1.56K | 0.00% |
| Beacon Pointe Advisors, LLC | 1.55K | Jun 30, 26 | +9 | 0.00% |
| Wealth Preservation Advisors, LLC | 1.53K | Jun 30, 26 | +1.46K | 0.00% |
| Bridgewater Advisors Inc. | 1.51K | Jun 30, 26 | +6 | 0.00% |
| LongView Wealth Management | 1.48K | Jun 30, 26 | +124 | 0.00% |
| Indivisible Partners | 1.48K | Jun 30, 26 | +1.48K | 0.00% |
| OpenArc Corporate Advisory, LLC | 1.48K | Jun 30, 26 | +7 | 0.00% |
| BOURGEON CAPITAL MANAGEMENT LLC | 1.47K | Jun 30, 26 | -- | 0.00% |
| OARSMAN CAPITAL, INC. | 1.45K | Jun 30, 26 | -100 | 0.00% |
| Fountainhead AM, LLC | 1.43K | Jun 30, 26 | -- | 0.00% |
| Mission Creek Capital Partners, Inc. | 1.42K | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.40K | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisors, LLC | 1.38K | Jun 30, 26 | +14 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.37K | Jun 30, 26 | +2 | 0.00% |
| True North Advisors, LLC | 1.37K | Jun 30, 26 | -- | 0.00% |
| Clay Northam Wealth Management, LLC | 1.35K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 1.34K | Jun 30, 26 | +1.14K | 0.00% |
| JMN Financial LLC | 1.33K | Jun 30, 26 | -- | 0.00% |
| Diversify Advisory Services, LLC | 1.31K | Jun 30, 26 | +1.31K | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.31K | Jun 30, 26 | -33 | 0.00% |
| Occidental Asset Management, LLC | 1.31K | Jun 30, 26 | -- | 0.00% |
| Kingsview Wealth Management, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| Global Retirement Partners, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| IAM Advisory, LLC | 1.28K | Jun 30, 26 | +8 | 0.00% |
| Argyle Capital Partners, LLC | 1.28K | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.27K | Jun 30, 26 | +78 | 0.00% |
| Tortoise Investment Management, LLC | 1.27K | Jun 30, 26 | -575 | 0.00% |
| SBI Securities Co., Ltd. | 1.26K | Jun 30, 26 | +65 | 0.00% |
| Key Client Fiduciary Advisors, LLC | 1.23K | Jun 30, 26 | +1.23K | 0.00% |
| Adviser Investments LLC | 1.21K | Jun 30, 26 | +1.21K | 0.00% |
| Goldenstone Wealth Management LLC | 1.21K | Jun 30, 26 | +1.21K | 0.00% |
| HighPoint Advisor Group LLC | 1.20K | Jun 30, 26 | -386 | 0.00% |
| Ballentine Partners, LLC | 1.17K | Jun 30, 26 | +1.17K | 0.00% |
| OFC FINANCIAL PLANNING, LLC | 1.16K | Jun 30, 26 | +1.16K | 0.00% |
| EFG International AG | 1.15K | Jun 30, 26 | -- | 0.00% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 1.15K | Jun 30, 26 | -- | 0.00% |
| LOM Asset Management Ltd | 1.14K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.09K | Jun 30, 26 | -201 | 0.00% |
| FRANKLIN RESOURCES INC | 1.02K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 950 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 881 | Jun 30, 26 | -110 | 0.00% |
| TD Waterhouse Canada Inc. | 869 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 860 | Jun 30, 26 | +5 | 0.00% |
| NATIXIS | 837 | Jun 30, 26 | -2.31K | 0.00% |
| Smartleaf Asset Management LLC | 826 | Jun 30, 26 | -- | 0.00% |
| Creative Capital Management Investments LLC | 825 | Jun 30, 26 | -- | 0.00% |
| LFA - Lugano Financial Advisors SA | 805 | Jun 30, 26 | +485 | 0.00% |
| NBC SECURITIES, INC. | 731 | Jun 30, 26 | -946 | 0.00% |
| TSFG, LLC | 710 | Jun 30, 26 | -- | 0.00% |
| Granite FO LLC | 700 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 700 | Jun 30, 26 | -- | 0.00% |
| REAP Financial Group, LLC | 669 | Jun 30, 26 | -295 | 0.00% |
| Allworth Financial LP | 643 | Jun 30, 26 | -3 | 0.00% |
| Quaker Wealth Management, LLC | 610 | Jun 30, 26 | -- | 0.00% |
| Morse Asset Management, Inc | 585 | Jun 30, 26 | +10 | 0.00% |
| Allied Private Wealth LLC | 583 | Jun 30, 26 | +583 | 0.00% |
| Provident Wealth Management, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Prestige Wealth Management Group LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Centerpoint Advisors, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Hilltop National Bank | 433 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 427 | Jun 30, 26 | +427 | 0.00% |
| HOWE & RUSLING INC | 419 | Jun 30, 26 | +172 | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 416 | Jun 30, 26 | +416 | 0.00% |
| Clearstead Advisors, LLC | 350 | Jun 30, 26 | +350 | 0.00% |
| Regatta Research & Money Management | 343 | Jun 30, 26 | +343 | 0.00% |
| WHITTIER TRUST CO | 336 | Jun 30, 26 | +94 | 0.00% |
| Piscataqua Savings Bank | 334 | Jun 30, 26 | -262 | 0.00% |
| SIGNATUREFD, LLC | 306 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 301 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 298 | Jun 30, 26 | +112 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 270 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 256 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 248 | Jun 30, 26 | -6.20K | 0.00% |
| Pioneer Family Office, LLC | 240 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 216 | Jun 30, 26 | -11 | 0.00% |
| North Star Investment Management Corp. | 212 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 210 | Jun 30, 26 | +210 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 210 | Jun 30, 26 | +210 | 0.00% |
| Brown Shipley& Co Ltd | 205 | Jun 30, 26 | +205 | 0.00% |
| Frazier Financial Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| BigSur Wealth Management LLC | 180 | Jun 30, 26 | -- | 0.00% |
| Greykasell Wealth Strategies, Inc. | 180 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 146 | Jun 30, 26 | -- | 0.00% |
| DecisionPoint Financial, LLC | 135 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 133 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 125 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 125 | Jun 30, 26 | +125 | 0.00% |
| IFG Advisory, LLC | 122 | Jun 30, 26 | +122 | 0.00% |
| Johnson Financial Group, Inc. | 119 | Jun 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 103 | Jun 30, 26 | -102 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 101 | Jun 30, 26 | -- | 0.00% |
| Acumen Wealth Advisors, LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| FINANCIAL CONSULATE, INC | 98 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 89 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 85 | Jun 30, 26 | -- | 0.00% |
| BARCLAYS PLC | 80 | Jun 30, 26 | -- | 0.00% |
| Reyes Financial Architecture, Inc. | 72 | Jun 30, 26 | -49 | 0.00% |
| Capital Analysts, LLC | 70 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 62 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 59 | Jun 30, 26 | -3 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 58 | Jun 30, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 58 | Jun 30, 26 | +58 | 0.00% |
| BIRCHBROOK, INC. | 58 | Jun 30, 26 | +20 | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 56 | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 55 | Jun 30, 26 | -- | 0.00% |
| Midway Capital Research & Management | 50 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 49 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 40 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 35 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 30 | Jun 30, 26 | -- | 0.00% |
| Brooklyn FI, LLC | 23 | Jun 30, 26 | +23 | 0.00% |
| Rossby Financial, LCC | 22 | Jun 30, 26 | -1.12K | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 22 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 20 | Jun 30, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 19 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| Covestor Ltd | 17 | Jun 30, 26 | +2 | 0.00% |
| MOTCO | 16 | Jun 30, 26 | +16 | 0.00% |
| TOP Private Wealth LLC. | 14 | Jun 30, 26 | +14 | 0.00% |
| EverSource Wealth Advisors, LLC | 14 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 13 | Jun 30, 26 | -- | 0.00% |
| Capital Advisor Network LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Rakuten Securities, Inc. | 9 | Jun 30, 26 | +9 | 0.00% |
| Russell Investments Group, Ltd. | 5 | Jun 30, 26 | +4 | 0.00% |
| Tower Research Capital LLC (TRC) | 5 | Jun 30, 26 | -15 | 0.00% |
| Vanguard National Trust Co | 5 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 5 | Jun 30, 26 | +5 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 4 | Jun 30, 26 | -- | 0.00% |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -91 | -- |
| Portus Wealth Advisors, LLC | -- | Jun 30, 26 | -74 | -- |
| Union Bancaire Privee, UBP SA | -- | Jun 30, 26 | -18.84K | -- |
| Redhawk Wealth Advisors, Inc. | -- | Jun 30, 26 | -34.89K | -- |
| Accordant Advisory Group Inc | -- | Jun 30, 26 | -710 | -- |
| MARSHALL WACE, LLP | -- | Jun 30, 26 | -1.00K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -30 | -- |
| Wedmont Private Capital | -- | Jun 30, 26 | -1.21K | -- |
| Belvedere Trading LLC | -- | Jun 30, 26 | -2.38K | -- |
| Beacon Harbor Wealth Advisors, Inc. | -- | Jun 30, 26 | -92.32K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -555 | -- |
| FIRST NATIONAL TRUST CO | -- | Jun 30, 26 | -2.93K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -20.13K | -- |
| VAN ECK ASSOCIATES CORP | -- | Jun 30, 26 | -24 | -- |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -12 | -- |
| RFG HOLDINGS, INC. | -- | Jun 30, 26 | -1.33K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.25K | -- |
| NORTHERN TRUST CORP | -- | Jun 30, 26 | -1.79K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -400 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -33.16K | -- |
| OneAscent Family Office, LLC | -- | Jun 30, 26 | -5.33K | -- |
| Hilltop Holdings Inc. | -- | Jun 30, 26 | -8.04K | -- |
| MMBG INVESTMENT ADVISORS CO. | -- | Jun 30, 26 | -35.42K | -- |
| CVA Family Office, LLC | -- | Jun 30, 26 | -31 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -42 | -- |
| Anfield Capital Management, LLC | 55.88K | Mar 31, 26 | +4.61K | 0.14% |
| Evelyn Partners Investment Management (Europe) Ltd | 11.48K | Mar 31, 26 | -235 | 0.03% |
| Capstone Wealth Management Group LLC | 6.91K | Mar 31, 26 | +75 | 0.02% |
| FRG Family Wealth Advisors LLC | 2.78K | Mar 31, 26 | -- | 0.01% |
| Evelyn Partners Investment Management LLP | 2.67K | Mar 31, 26 | -- | 0.01% |
| DGS Capital Management, LLC | 1.34K | Mar 31, 26 | +1.34K | 0.00% |
| CWM, LLC | 1.02K | Mar 31, 26 | +105 | 0.00% |
| Sunbelt Securities, Inc. | 672 | Mar 31, 26 | -65 | 0.00% |
| Evelyn Partners Investment Management Services Ltd | 232 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 16.40K | Dec 31, 25 | -237 | 0.04% |
| TWO SIGMA ADVISERS, LP | 7.60K | Dec 31, 25 | +2.30K | 0.02% |
| Heritage Financial Services, LLC | 5.36K | Dec 31, 25 | -173 | 0.01% |
| Janney Capital Management LLC | 3.16K | Dec 31, 25 | +884 | 0.01% |
| CIBC Private Wealth Group, LLC | 434 | Dec 31, 25 | +28 | 0.00% |
| Motiv8 Investments LLC | 18 | Dec 31, 25 | +18 | 0.00% |
| ORG Partners LLC | -- | Dec 31, 25 | -84 | -- |
| First International Bank & Trust | 142.67K | Sep 30, 25 | -7.01K | 0.35% |
| Glenmede Investment Management, LP | 38.55K | Sep 30, 25 | -4.68K | 0.09% |
| Waverton Investment Management Ltd | 5.98K | Sep 30, 25 | -- | 0.01% |
| SYNOVUS FINANCIAL CORP | 3.76K | Sep 30, 25 | -365 | 0.01% |
| Lowe Wealth Advisors, LLC | 100 | Sep 30, 25 | -- | 0.00% |
| AllSquare Wealth Management LLC | 11 | Sep 30, 25 | -13 | 0.00% |
| Defined Financial Planning LLC | -- | Sep 30, 25 | -23.81K | -- |
| CHURCHILL MANAGEMENT Corp | 11.36K | Jun 30, 25 | +11.36K | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 7.71K | Jun 30, 25 | -973 | 0.02% |
| Atria Wealth Solutions, Inc. | 4.74K | Jun 30, 25 | -12.87K | 0.01% |
| Breed's Hill Capital LLC | 1.90K | Jun 30, 25 | -- | 0.00% |
| Centricity Wealth Management, LLC | 100 | Jun 30, 25 | -- | 0.00% |
| Moser Wealth Advisors, LLC | 17 | Jun 30, 25 | +17 | 0.00% |
| LAKE STREET ADVISORS GROUP, LLC | 19.22K | Dec 31, 24 | +485 | 0.05% |
| Private Portfolio Partners LLC | 10.59K | Dec 31, 24 | -970 | 0.03% |
| Edge Capital Group, LLC | 37 | Dec 31, 24 | -16.98K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -37 | -- |
| Raymond James Financial Services Advisors, Inc. | 206.59K | Sep 30, 24 | -626.70K | 0.51% |
| RAYMOND JAMES & ASSOCIATES | 99.67K | Sep 30, 24 | -279 | 0.24% |
| RAYMOND JAMES TRUST N.A. | 67.70K | Sep 30, 24 | -169 | 0.17% |
| GUARDIAN CAPITAL ADVISORS LP | 4.09K | Sep 30, 24 | -- | 0.01% |
| Carmichael Hill & Associates, Inc. | 61 | Sep 30, 24 | -- | 0.00% |
| Relative Value Partners Group, LLC | 83.70K | Jun 30, 24 | +83.70K | 0.21% |
| Levy Wealth Management Group, LLC | 5.79K | Jun 30, 24 | +43 | 0.01% |
| Gratus Capital LLC | 2.00K | Jun 30, 24 | -1.39K | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 133 | Jun 30, 24 | +133 | 0.00% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -12 | -- |
| Cetera Advisors LLC | 190.84K | Mar 31, 24 | +183.09K | 0.47% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 132.23K | Mar 31, 24 | +17.68K | 0.32% |
| Cetera Advisor Networks LLC | 9.42K | Mar 31, 24 | +6.82K | 0.02% |
| Cutler Group LLC / CA | 2.10K | Mar 31, 24 | -3.61K | 0.01% |
| CREDIT SUISSE AG/ | -- | Mar 31, 24 | -39.66K | -- |
| Simplicity Solutions, LLC | 69.11K | Dec 31, 23 | -3.56K | 0.17% |
| DB Wealth Management Group, LLC | 1.80K | Dec 31, 23 | -- | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 301 | Dec 31, 23 | -119 | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 54.81K | Sep 30, 23 | -1.75K | 0.13% |
| TIEDEMANN ADVISORS, LLC | 5.50K | Sep 30, 23 | -- | 0.01% |
| Column Capital Advisors, LLC | 80 | Sep 30, 23 | -- | 0.00% |
| KENFARB & CO. | 30 | Sep 30, 23 | -- | 0.00% |
| EA Series Trust | 92.48K | Jun 30, 23 | +92.48K | 0.23% |
| Intercontinental Wealth Advisors, LLC | 16.19K | Jun 30, 23 | -71 | 0.04% |
| EFG CAPITAL INTERNATIONAL CORP. | 6.47K | Jun 30, 23 | +6.47K | 0.02% |
| BerganKDV Wealth Management, LLC | 352 | Jun 30, 23 | -- | 0.00% |
| Cribstone Capital Management, LLC | 41 | Dec 31, 22 | +3 | 0.00% |
| LFS ASSET MANAGEMENT | 55.06K | Sep 30, 22 | +55.06K | 0.14% |
| H. L. Ormond & Company, LLC | 12.00K | Sep 30, 22 | -1.01K | 0.03% |
| 55I, LLC | 5.64K | Sep 30, 22 | -73 | 0.01% |
| American Portfolios Advisors | 264 | Sep 30, 22 | +264 | 0.00% |
| Farmer Steven Patrick | 255.69K | Jun 30, 22 | +255.69K | 0.63% |
| BREWIN DOLPHIN LTD | 6.90K | Jun 30, 22 | -- | 0.02% |
| Cordasco Financial Network | 880 | Jun 30, 22 | -- | 0.00% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 740 | Jun 30, 22 | +370 | 0.00% |
| Fieldpoint Private Securities, LLC | 62 | Jun 30, 22 | -- | 0.00% |
| EXANE DERIVATIVES | -- | Jun 30, 22 | -10 | -- |
| Private Capital Group, LLC | -- | Jun 30, 22 | -122 | -- |
| Meristem Family Wealth, LLC | 5.10K | Mar 31, 22 | -- | 0.01% |
| Lenox Wealth Advisors, LLC | 334 | Mar 31, 22 | -- | 0.00% |
| Windsor Creek Advisors, LLC | 127.78K | Dec 31, 21 | -7.00K | 0.31% |
| Carroll Financial Associates, Inc. | 429 | Dec 31, 21 | +145 | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -105 | -- |
| Homrich & Berg | 5.87K | Sep 30, 21 | +6 | 0.01% |
| Psagot Value Holdings Ltd. | -- | Sep 30, 21 | -2.47K | -- |
| OLD MISSION CAPITAL, LLC | 107.97K | Dec 31, 20 | +107.97K | 0.27% |
| Reby Advisors, LLC | 54 | Dec 31, 20 | +54 | 0.00% |
| Fiduciary Trust Co International of Pennsylvania | 8.03K | Mar 31, 20 | -40.26K | 0.02% |
| Advisor Group, Inc. | 35.06K | Dec 31, 19 | +30.03K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.40K | Dec 31, 19 | -3.31K | 0.01% |
| SUNTRUST BANKS INC | 41.65K | Sep 30, 19 | -44.42K | 0.10% |
| Premia Global Advisors, LLC | -- | Sep 30, 19 | -7.71K | -- |
| Delek Group, Ltd. | 45.38K | Jun 30, 19 | -2.39K | 0.11% |
| Live Your Vision, LLC | 554 | Mar 31, 19 | +554 | 0.00% |
| PhaseCapital LP | 28.40K | Sep 30, 18 | +18.40K | 0.07% |
| Zions Bancorporation | 663 | Sep 30, 18 | -- | 0.00% |
| Edge Advisors, LLC | 35.39K | Jun 30, 18 | -- | 0.09% |
| INTEGRAL DERIVATIVES, LLC | 7.05K | Mar 31, 18 | +3.35K | 0.02% |
| GRATRY & Co LLC | -- | Mar 31, 18 | -11.91K | -- |
| BB&T INVESTMENT SERVICES, INC. | 51.28K | Dec 31, 17 | +330 | 0.13% |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 302.34K | Sep 30, 17 | -10.62K | 0.74% |
| Jacobus Wealth Management, Inc. | 137.34K | Sep 30, 17 | +1.31K | 0.34% |
| EnTrustPermal Management LLC | 134.60K | Sep 30, 17 | +1.20K | 0.33% |
| RAY GERALD L & ASSOCIATES LTD | 3.75K | Sep 30, 17 | +3.75K | 0.01% |
| Commonwealth Equity Services, Inc | 121.08K | Jun 30, 17 | +6.38K | 0.30% |
| CETERA INVESTMENT MANAGEMENT LLC | 38.66K | Jun 30, 17 | +30.76K | 0.09% |
| CAPSTONE ASSET MANAGEMENT CO | 12.29K | Jun 30, 17 | +12.29K | 0.03% |
| 1st Global Advisors, Inc. | 8.42K | Jun 30, 17 | -73 | 0.02% |
| Virtu KCG Holdings LLC | 4.85K | Jun 30, 17 | -6.24K | 0.01% |
| WFG Advisors, LP | 1.47K | Jun 30, 17 | -2.37K | 0.00% |
| Tiedemann Wealth Management Holdings, LLC | -- | Jun 30, 17 | -12.81K | -- |
| Independent Portfolio Consultants, Inc. | -- | Jun 30, 17 | -6.63K | -- |
| JANUS HENDERSON INVESTORS US LLC | 4.42K | Mar 31, 17 | -27.24K | 0.01% |
| Spot Trading L.L.C | -- | Mar 31, 17 | -32.26K | -- |
| BLACKROCK ADVISORS LLC | 1.59M | Dec 31, 16 | -59.80K | 3.92% |
| Braver Wealth Management, LLC | 123.62K | Dec 31, 16 | -10.52K | 0.30% |
| BlackRock Institutional Trust Company, N.A. | 80.63K | Dec 31, 16 | +10.27K | 0.20% |
| MSI Financial Services Inc | 34.04K | Dec 31, 16 | -4.01K | 0.08% |
| CenterStar Fund, LLC | 3.98K | Dec 31, 16 | +3.98K | 0.01% |
| BlackRock Investment Management, LLC | 329 | Dec 31, 16 | -238 | 0.00% |
| HIGH POINT BANK & TRUST CO | 288 | Dec 31, 16 | -405 | 0.00% |
| INTEGRATED WEALTH COUNSEL, LLC | 91 | Dec 31, 16 | -1.00K | 0.00% |
| Lombard Odier Transatlantic Ltd | 2.70K | Sep 30, 16 | -450 | 0.01% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 593 | Sep 30, 16 | +593 | 0.00% |
| ADVISOR CONSULTANT NETWORK INC | -- | Sep 30, 16 | -- | -- |
| SOCIETE GENERALE | 189.69K | Jun 30, 16 | +189.69K | 0.47% |
| Investors Capital Advisory Services | 31.79K | Jun 30, 16 | -279 | 0.08% |
| TIEDEMANN TRUST CO | 12.81K | Jun 30, 16 | -12.81K | 0.03% |
| VSR Financial Services, Inc. | -- | Jun 30, 16 | -6.09K | -- |
| EMERSON INVESTMENT MANAGEMENT, LLC | 425.20K | Mar 31, 16 | +11.10K | 1.04% |
| Gupta Wealth Management LLC | 3.58K | Mar 31, 16 | -3.35K | 0.01% |
| HHG & Company, LLC | -- | Mar 31, 16 | -12.24K | -- |
| ASPIRIANT HOLDINGS S3, LLC | 78.84K | Dec 31, 15 | -3.08K | 0.19% |
| Stonehage Fleming (UK) Ltd | 1.00K | Dec 31, 15 | +1.00K | 0.00% |
| Dunvegan Associates, Inc. | 439 | Dec 31, 15 | -146 | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -288 | -- |
| Constellation Wealth Advisors, LLC | 2.14M | Sep 30, 15 | +168.23K | 5.25% |
| MID CONTINENT CAPITAL LLC/IL | 18.87K | Sep 30, 15 | +8.42K | 0.05% |
| Convergent Wealth Advisors | -- | Sep 30, 15 | -6.38K | -- |
| Pergamon Offshore Advisors, L.P. | -- | Sep 30, 15 | -75.30K | -- |
| CITY NATIONAL BANK | -- | Sep 30, 15 | -6.05K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 5.63M | Jun 30, 15 | +1.72M | 13.84% |
| STERNE AGEE GROUP, INC. | 37.98K | Mar 31, 15 | +2.53K | 0.09% |
| BAIRD ROBERT W & CO INC /WI/ | 29.42K | Mar 31, 15 | -26.89K | 0.07% |
| Mariner Wealth Advisors-NYC, LLC | 5.12K | Mar 31, 15 | +5.12K | 0.01% |
| BOSTON PRIVATE BANK & TRUST CO | 400 | Mar 31, 15 | -- | 0.00% |
| First Allied Asset Management, Inc. | -- | Mar 31, 15 | -128.85K | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | 13.59K | Dec 31, 14 | +13.11K | 0.03% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -94.41K | -- |
| UBS AG | 4.94M | Sep 30, 14 | +406.74K | 12.13% |
| MARCUARD FAMILY OFFICE LTD | 10.00K | Sep 30, 14 | +10.00K | 0.02% |
| 1919 Investment Counsel, LLC | 87 | Sep 30, 14 | -- | 0.00% |
| Artha Capital Management, Inc. | 105.46K | Jun 30, 14 | +3.00K | 0.26% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -21.65K | -- |
| Jane Street Holding, LLC | 1.48M | Dec 31, 13 | -409.46K | 3.63% |
| STIFEL NICOLAUS & CO INC \MO\ | 268.55K | Sep 30, 13 | -5.99K | 0.66% |
| KNIGHT CAPITAL GROUP LLC | 9.20K | Jun 30, 13 | +2.92K | 0.02% |
| JAM Partners, LP | 25.00K | Dec 31, 12 | +25.00K | 0.06% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
