iShares J.P. Morgan EM High Yield Bond ETF(EMHY)

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iShares J.P. Morgan EM High Yield Bond ETF(EMHY)

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EMHY(EMHY)

EMHY

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 162 Institutional Holders

Holder	Shares	Date	Change	% Held
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	--	Jun 30, 26	-5.30K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-120	--
ASSETMARK, INC	1.37M	Mar 31, 26	+118.77K	9.13%
Sound Income Strategies, LLC	983.90K	Mar 31, 26	-23.40K	6.56%
BlackRock, Inc.	948.48K	Mar 31, 26	+174.05K	6.32%
BANK OF AMERICA CORP /DE/	760.36K	Mar 31, 26	+277.15K	5.07%
WELLS FARGO & COMPANY/MN	711.31K	Mar 31, 26	+219.31K	4.74%
Horizon Wealth Management, LLC	330.39K	Mar 31, 26	+72.26K	2.20%
Summit Financial, LLC	319.49K	Mar 31, 26	-1.40K	2.13%
LPL Financial LLC	282.40K	Mar 31, 26	-47.75K	1.88%
Bank Julius Baer & Co. Ltd, Zurich	249.33K	Mar 31, 26	-569	1.66%
Vontobel Holding Ltd.	199.50K	Mar 31, 26	+1.42K	1.33%
MORGAN STANLEY	180.15K	Mar 31, 26	-7.87K	1.20%
AE Wealth Management LLC	102.02K	Mar 31, 26	+5.43K	0.68%
Redhawk Wealth Advisors, Inc.	98.46K	Mar 31, 26	-25.33K	0.66%
Mariner, LLC	93.57K	Mar 31, 26	-73.69K	0.62%
UBS Group AG	86.61K	Mar 31, 26	-49.22K	0.58%
Cetera Investment Advisers	79.87K	Mar 31, 26	-32.55K	0.53%
Mount Lucas Management LP	76.75K	Mar 31, 26	+6.15K	0.51%
THRIVENT FINANCIAL FOR LUTHERANS	73.78K	Mar 31, 26	+363	0.49%
ENVESTNET ASSET MANAGEMENT INC	62.96K	Mar 31, 26	-184.38K	0.42%
HSBC HOLDINGS PLC	59.75K	Mar 31, 26	-92.55K	0.40%
COMMONWEALTH EQUITY SERVICES, LLC	57.39K	Mar 31, 26	+46.10K	0.38%
Kensington Asset Management, LLC	56.60K	Mar 31, 26	+3.17K	0.38%
FOCUS Wealth Advisors, LLC	50.86K	Mar 31, 26	-2.26K	0.34%
Rockefeller Capital Management L.P.	45.44K	Mar 31, 26	+35.54K	0.30%
Toroso Investments, LLC	44.72K	Mar 31, 26	-3.10K	0.30%
CITADEL ADVISORS LLC	41.58K	Mar 31, 26	+41.58K	0.28%
AMERIPRISE FINANCIAL INC	40.60K	Mar 31, 26	+18.25K	0.27%
MML INVESTORS SERVICES, LLC	40.55K	Mar 31, 26	-1.47K	0.27%
Impact Partnership Wealth, LLC	39.89K	Mar 31, 26	+8.59K	0.27%
Advisory Alpha, LLC	38.37K	Mar 31, 26	+345	0.26%
Cambridge Investment Research Advisors, Inc.	38.17K	Mar 31, 26	-8.55K	0.25%
OLD MISSION CAPITAL LLC	36.80K	Mar 31, 26	+36.80K	0.25%
Atria Investments, Inc	36.50K	Mar 31, 26	-79.32K	0.24%
Nilsine Partners, LLC	35.92K	Mar 31, 26	-34	0.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	34.90K	Mar 31, 26	+34.90K	0.23%
JANE STREET GROUP, LLC	32.96K	Mar 31, 26	+32.96K	0.22%
Belpointe Asset Management LLC	30.47K	Mar 31, 26	+1.01K	0.20%
Wealthcare Advisory Partners LLC	24.75K	Mar 31, 26	+4.29K	0.16%
RAYMOND JAMES FINANCIAL INC	23.58K	Mar 31, 26	+716	0.16%
BENJAMIN EDWARDS INC	21.20K	Mar 31, 26	+3.15K	0.14%
ADVISOR GROUP HOLDINGS, INC.	21.05K	Mar 31, 26	-7.84K	0.14%
McAdam, LLC	20.60K	Mar 31, 26	+2.80K	0.14%
Rareview Capital LLC	19.70K	Mar 31, 26	-46.42K	0.13%
Bank of New York Mellon Corp	19.12K	Mar 31, 26	+9.20K	0.13%
TRUIST FINANCIAL CORP	18.73K	Mar 31, 26	-1.62K	0.12%
Optivise Advisory Services LLC	18.56K	Mar 31, 26	+1.10K	0.12%
MERCER GLOBAL ADVISORS INC /ADV	18.33K	Mar 31, 26	-12.11K	0.12%
ROYAL BANK OF CANADA	17.61K	Mar 31, 26	-650	0.12%
CreativeOne Wealth, LLC	15.74K	Mar 31, 26	+15.74K	0.10%
Ariadne Wealth Management, LP	14.91K	Mar 31, 26	--	0.10%
D.A. DAVIDSON & CO.	14.52K	Mar 31, 26	-45	0.10%
Private Advisor Group, LLC	12.68K	Mar 31, 26	+252	0.08%
MATHER GROUP, LLC.	12.54K	Mar 31, 26	+12.54K	0.08%
Hyundai Investments Co., Ltd.	11.93K	Mar 31, 26	-2.02K	0.08%
AlphaCentric Advisors LLC	11.81K	Mar 31, 26	+1.31K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.43K	Mar 31, 26	-20.67K	0.08%
Ameritas Advisory Services, LLC	11.15K	Mar 31, 26	-530	0.07%
Yoffe Investment Management, LLC	10.51K	Mar 31, 26	-1	0.07%
Sanctuary Advisors, LLC	10.38K	Mar 31, 26	+158	0.07%
High Net Worth Advisory Group LLC	10.00K	Mar 31, 26	--	0.07%
Concurrent Investment Advisors, LLC	8.40K	Mar 31, 26	-9	0.06%
Foundations Investment Advisors, LLC	7.42K	Mar 31, 26	+2.25K	0.05%
IAMS WEALTH MANAGEMENT, LLC	7.33K	Mar 31, 26	-883	0.05%
Gateway Wealth Partners, LLC	7.20K	Mar 31, 26	+7.20K	0.05%
Onyx Bridge Wealth Group LLC	6.99K	Mar 31, 26	+6.99K	0.05%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	6.92K	Mar 31, 26	--	0.05%
NorthRock Partners, LLC	6.69K	Mar 31, 26	-3.45K	0.04%
TriaGen Wealth Management LLC	6.66K	Mar 31, 26	+153	0.04%
Allie Family Office LLC	6.29K	Mar 31, 26	--	0.04%
Farther Finance Advisors, LLC	6.24K	Mar 31, 26	+3.52K	0.04%
Apollon Wealth Management, LLC	6.21K	Mar 31, 26	-523	0.04%
Arkadios Wealth Advisors	6.15K	Mar 31, 26	+358	0.04%
HORIZON FINANCIAL SERVICES, LLC	5.83K	Mar 31, 26	-92	0.04%
Kestra Advisory Services, LLC	5.58K	Mar 31, 26	-120	0.04%
Alternative Investment Advisors, LLC.	5.33K	Mar 31, 26	-219	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	5.30K	Mar 31, 26	-24.95K	0.04%
IFP Advisors, Inc	4.62K	Mar 31, 26	--	0.03%
Aspect Partners, LLC	4.41K	Mar 31, 26	--	0.03%
Compagnie Lombard Odier SCmA	4.38K	Mar 31, 26	+900	0.03%
FIFTH THIRD BANCORP	4.20K	Mar 31, 26	+4.20K	0.03%
PRIVATE TRUST CO NA	4.18K	Mar 31, 26	+995	0.03%
Strategic Investment Advisors / MI	3.40K	Mar 31, 26	+3.40K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.22K	Mar 31, 26	+41	0.01%
Mosley Wealth Management	2.11K	Mar 31, 26	+2.11K	0.01%
Investors Research Corp	1.59K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	1.36K	Mar 31, 26	+243	0.01%
FMR LLC	1.35K	Mar 31, 26	+317	0.01%
Rossby Financial, LCC	1.27K	Mar 31, 26	+979	0.01%
NATIONAL BANK OF CANADA /FI/	1.04K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	700	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	516	Mar 31, 26	-269	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	500	Mar 31, 26	+500	0.00%
DELTA ASSET MANAGEMENT LLC/TN	411	Mar 31, 26	-10	0.00%
HARBOUR INVESTMENTS, INC.	355	Mar 31, 26	+300	0.00%
Advisory Services Network, LLC	277	Mar 31, 26	+277	0.00%
CWM, LLC	268	Mar 31, 26	-139	0.00%
Legacy Wealth Managment, LLC/ID	197	Mar 31, 26	+98	0.00%
JPMORGAN CHASE & CO	184	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	150	Mar 31, 26	--	0.00%
Truvestments Capital LLC	133	Mar 31, 26	+133	0.00%
Smartleaf Asset Management LLC	118	Mar 31, 26	--	0.00%
Pflug Koory, LLC	107	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	61	Mar 31, 26	--	0.00%
TSFG, LLC	52	Mar 31, 26	+1	0.00%
MAI Capital Management	8	Mar 31, 26	--	0.00%
PMV Capital Advisers, LLC	5	Mar 31, 26	+5	0.00%
Transamerica Financial Advisors, Inc.	3	Mar 31, 26	-1	0.00%
Anfield Capital Management, LLC	1	Mar 31, 26	+1	0.00%
Colony Group, LLC	--	Mar 31, 26	-83.30K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-108	--
Wright Fund Management, LLC	--	Mar 31, 26	-102.90K	--
GUGGENHEIM CAPITAL LLC	--	Mar 31, 26	-7.10K	--
Snowden Capital Advisors LLC	--	Mar 31, 26	-6.09K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-65.27K	--
SG Americas Securities, LLC	--	Mar 31, 26	-7.61K	--
Kestra Investment Management, LLC	--	Mar 31, 26	-95.91K	--
Global Retirement Partners, LLC	33.09K	Dec 31, 25	+875	0.22%
CIBC Private Wealth Group, LLC	6.20K	Dec 31, 25	-26	0.04%
COMERICA BANK	4.04K	Dec 31, 25	+124	0.03%
TUCKER ASSET MANAGEMENT LLC	214	Dec 31, 25	+214	0.00%
NAPA WEALTH MANAGEMENT	12.83K	Sep 30, 25	+273	0.09%
Abich Financial Wealth Management LLC	302	Sep 30, 25	+302	0.00%
Atria Wealth Solutions, Inc.	10.83K	Jun 30, 25	-3.57K	0.07%
First Horizon Advisors, Inc.	1.17K	Jun 30, 25	-784	0.01%
Iron Horse Wealth Management, LLC	70	Jun 30, 25	--	0.00%
Semmax Financial Advisors Inc.	1	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	10.88K	Mar 31, 25	-607	0.07%
Transform Wealth, LLC	--	Mar 31, 25	-36.04K	--
Gateway Advisory, LLC	303.32K	Sep 30, 24	-3.27K	2.02%
RAYMOND JAMES & ASSOCIATES	5.87K	Sep 30, 24	+12	0.04%
Peterson Financial Group, Inc.	82	Sep 30, 24	+82	0.00%
BlackRock Inc.	536.96K	Jun 30, 24	+536.68K	3.58%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.49K	--
Cetera Advisor Networks LLC	23.80K	Mar 31, 24	+13.49K	0.16%
Cetera Advisors LLC	16.52K	Mar 31, 24	+16.52K	0.11%
Retirement Group, LLC	--	Mar 31, 24	-50	--
PROVENCE WEALTH MANAGEMENT GROUP	2.50K	Dec 31, 23	--	0.02%
Lumature Wealth Partners, LLC	9.56K	Jun 30, 23	--	0.06%
KARLINSKI ANDREW C	200	Sep 30, 22	--	0.00%
MD Financial Management Inc.	226.13K	Dec 31, 21	+11.90K	1.51%
NEXT Financial Group, Inc	2.03K	Dec 31, 21	--	0.01%
QS Investors, LLC	--	Jun 30, 21	-129.60K	--
First Allied Advisory Services, Inc.	16.31K	Sep 30, 20	-2.74K	0.11%
LifePlan Financial Group, Inc	688	Sep 30, 20	--	0.00%
Bluefin Trading, LLC	23.33K	Jun 30, 20	-246.01K	0.16%
LADENBURG THALMANN FINANCIAL SERVICES INC.	62.95K	Dec 31, 19	+15.75K	0.42%
Advisor Group, Inc.	20.23K	Dec 31, 19	-6.03K	0.13%
IFC Holdings Incorporated/FL	21.47K	Dec 31, 17	-2.80K	0.14%
SII INVESTMENTS INC/WI	7.46K	Dec 31, 17	-4.14K	0.05%
NATIONAL PLANNING CORP	584	Dec 31, 17	+584	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-49.65K	--
Commonwealth Equity Services, Inc	185.15K	Jun 30, 17	+99.92K	1.23%
Virtu KCG Holdings LLC	17.50K	Jun 30, 17	+17.50K	0.12%
ABERDEEN ASSET MANAGEMENT PLC/UK	13.02K	Jun 30, 17	--	0.09%
MSI Financial Services Inc	263	Dec 31, 16	-74	0.00%
BlackRock Investment Management, LLC	--	Dec 31, 16	-28	--
Counsel Portfolio Services Inc.	7.65K	Jun 30, 16	+1.18K	0.05%
MANAGED ACCOUNT ADVISORS LLC	367	Jun 30, 15	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	800	Dec 31, 14	+800	0.01%
Long Wharf Investors, Inc.	14.66K	Jun 30, 14	+2.88K	0.10%

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Holder

Date

Change

% Held

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Jun 30, 26

-5.30K

CoreCap Advisors, LLC

Jun 30, 26

-120

ASSETMARK, INC

1.37M

Mar 31, 26

+118.77K

9.13%

Sound Income Strategies, LLC

983.90K

Mar 31, 26

-23.40K

6.56%

BlackRock, Inc.

948.48K

Mar 31, 26

+174.05K

6.32%

BANK OF AMERICA CORP /DE/

760.36K

Mar 31, 26

+277.15K

5.07%

WELLS FARGO & COMPANY/MN

711.31K

Mar 31, 26

+219.31K

4.74%

Horizon Wealth Management, LLC

330.39K

Mar 31, 26

+72.26K

2.20%

Summit Financial, LLC

319.49K

Mar 31, 26

-1.40K

2.13%

LPL Financial LLC

282.40K

Mar 31, 26

-47.75K

1.88%

Bank Julius Baer & Co. Ltd, Zurich

249.33K

Mar 31, 26

-569

1.66%

Vontobel Holding Ltd.

199.50K

Mar 31, 26

+1.42K

1.33%

MORGAN STANLEY

180.15K

Mar 31, 26

-7.87K

1.20%

AE Wealth Management LLC

102.02K

Mar 31, 26

+5.43K

0.68%

Redhawk Wealth Advisors, Inc.

98.46K

Mar 31, 26

-25.33K

0.66%

Mariner, LLC

93.57K

Mar 31, 26

-73.69K

0.62%

UBS Group AG

86.61K

Mar 31, 26

-49.22K

0.58%

Cetera Investment Advisers

79.87K

Mar 31, 26

-32.55K

0.53%

Mount Lucas Management LP

76.75K

Mar 31, 26

+6.15K

0.51%

THRIVENT FINANCIAL FOR LUTHERANS

73.78K

Mar 31, 26

+363

0.49%

ENVESTNET ASSET MANAGEMENT INC

62.96K

Mar 31, 26

-184.38K

0.42%

HSBC HOLDINGS PLC

59.75K

Mar 31, 26

-92.55K

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

57.39K

Mar 31, 26

+46.10K

0.38%

Kensington Asset Management, LLC

56.60K

Mar 31, 26

+3.17K

0.38%

FOCUS Wealth Advisors, LLC

50.86K

Mar 31, 26

-2.26K

0.34%

Rockefeller Capital Management L.P.

45.44K

Mar 31, 26

+35.54K

0.30%

Toroso Investments, LLC

44.72K

Mar 31, 26

-3.10K

0.30%

CITADEL ADVISORS LLC

41.58K

Mar 31, 26

+41.58K

0.28%

AMERIPRISE FINANCIAL INC

40.60K

Mar 31, 26

+18.25K

0.27%

MML INVESTORS SERVICES, LLC

40.55K

Mar 31, 26

-1.47K

0.27%

Impact Partnership Wealth, LLC

39.89K

Mar 31, 26

+8.59K

0.27%

Advisory Alpha, LLC

38.37K

Mar 31, 26

+345

0.26%

Cambridge Investment Research Advisors, Inc.

38.17K

Mar 31, 26

-8.55K

0.25%

OLD MISSION CAPITAL LLC

36.80K

Mar 31, 26

+36.80K

0.25%

Atria Investments, Inc

36.50K

Mar 31, 26

-79.32K

0.24%

Nilsine Partners, LLC

35.92K

Mar 31, 26

-34

0.24%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

34.90K

Mar 31, 26

+34.90K

0.23%

JANE STREET GROUP, LLC

32.96K

Mar 31, 26

+32.96K

0.22%

Belpointe Asset Management LLC

30.47K

Mar 31, 26

+1.01K

0.20%

Wealthcare Advisory Partners LLC

24.75K

Mar 31, 26

+4.29K

0.16%

RAYMOND JAMES FINANCIAL INC

23.58K

Mar 31, 26

+716

0.16%

BENJAMIN EDWARDS INC

21.20K

Mar 31, 26

+3.15K

0.14%

ADVISOR GROUP HOLDINGS, INC.

21.05K

Mar 31, 26

-7.84K

0.14%

McAdam, LLC

20.60K

Mar 31, 26

+2.80K

0.14%

Rareview Capital LLC

19.70K

Mar 31, 26

-46.42K

0.13%

Bank of New York Mellon Corp

19.12K

Mar 31, 26

+9.20K

0.13%

TRUIST FINANCIAL CORP

18.73K

Mar 31, 26

-1.62K

0.12%

Optivise Advisory Services LLC

18.56K

Mar 31, 26

+1.10K

0.12%

MERCER GLOBAL ADVISORS INC /ADV

18.33K

Mar 31, 26

-12.11K

0.12%

ROYAL BANK OF CANADA

17.61K

Mar 31, 26

-650

0.12%

CreativeOne Wealth, LLC

15.74K

Mar 31, 26

+15.74K

0.10%

Ariadne Wealth Management, LP

14.91K

Mar 31, 26

0.10%

D.A. DAVIDSON & CO.

14.52K

Mar 31, 26

-45

0.10%

Private Advisor Group, LLC

12.68K

Mar 31, 26

+252

0.08%

MATHER GROUP, LLC.

12.54K

Mar 31, 26

+12.54K

0.08%

Hyundai Investments Co., Ltd.

11.93K

Mar 31, 26

-2.02K

0.08%

AlphaCentric Advisors LLC

11.81K

Mar 31, 26

+1.31K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.43K

Mar 31, 26

-20.67K

0.08%

Ameritas Advisory Services, LLC

11.15K

Mar 31, 26

-530

0.07%

Yoffe Investment Management, LLC

10.51K

Mar 31, 26

-1

0.07%

Sanctuary Advisors, LLC

10.38K

Mar 31, 26

+158

0.07%

High Net Worth Advisory Group LLC

10.00K

Mar 31, 26

0.07%

Concurrent Investment Advisors, LLC

8.40K

Mar 31, 26

-9

0.06%

Foundations Investment Advisors, LLC

7.42K

Mar 31, 26

+2.25K

0.05%

IAMS WEALTH MANAGEMENT, LLC

7.33K

Mar 31, 26

-883

0.05%

Gateway Wealth Partners, LLC

7.20K

Mar 31, 26

+7.20K

0.05%

Onyx Bridge Wealth Group LLC

6.99K

Mar 31, 26

+6.99K

0.05%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

6.92K

Mar 31, 26

0.05%

NorthRock Partners, LLC

6.69K

Mar 31, 26

-3.45K

0.04%

TriaGen Wealth Management LLC

6.66K

Mar 31, 26

+153

0.04%

Allie Family Office LLC

6.29K

Mar 31, 26

0.04%

Farther Finance Advisors, LLC

6.24K

Mar 31, 26

+3.52K

0.04%

Apollon Wealth Management, LLC

6.21K

Mar 31, 26

-523

0.04%

Arkadios Wealth Advisors

6.15K

Mar 31, 26

+358

0.04%

HORIZON FINANCIAL SERVICES, LLC

5.83K

Mar 31, 26

-92

0.04%

Kestra Advisory Services, LLC

5.58K

Mar 31, 26

-120

0.04%

Alternative Investment Advisors, LLC.

5.33K

Mar 31, 26

-219

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

5.30K

Mar 31, 26

-24.95K

0.04%

IFP Advisors, Inc

4.62K

Mar 31, 26

0.03%

Aspect Partners, LLC

4.41K

Mar 31, 26

0.03%

Compagnie Lombard Odier SCmA

4.38K

Mar 31, 26

+900

0.03%

FIFTH THIRD BANCORP

4.20K

Mar 31, 26

+4.20K

0.03%

PRIVATE TRUST CO NA

4.18K

Mar 31, 26

+995

0.03%

Strategic Investment Advisors / MI

3.40K

Mar 31, 26

+3.40K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.22K

Mar 31, 26

+41

0.01%

Mosley Wealth Management

2.11K

Mar 31, 26

+2.11K

0.01%

Investors Research Corp

1.59K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

1.36K

Mar 31, 26

+243

0.01%

FMR LLC

1.35K

Mar 31, 26

+317

0.01%

Rossby Financial, LCC

1.27K

Mar 31, 26

+979

0.01%

NATIONAL BANK OF CANADA /FI/

1.04K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

700

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

516

Mar 31, 26

-269

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

500

Mar 31, 26

+500

0.00%

DELTA ASSET MANAGEMENT LLC/TN

411

Mar 31, 26

-10

0.00%

HARBOUR INVESTMENTS, INC.

355

Mar 31, 26

+300

0.00%

Advisory Services Network, LLC

277

Mar 31, 26

+277

0.00%

CWM, LLC

268

Mar 31, 26

-139

0.00%

Legacy Wealth Managment, LLC/ID

197

Mar 31, 26

+98

0.00%

JPMORGAN CHASE & CO

184

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

150

Mar 31, 26

0.00%

Truvestments Capital LLC

133

Mar 31, 26

+133

0.00%

Smartleaf Asset Management LLC

118

Mar 31, 26

0.00%

Pflug Koory, LLC

107

Mar 31, 26

0.00%

NewEdge Advisors, LLC

Mar 31, 26

0.00%

TSFG, LLC

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

PMV Capital Advisers, LLC

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-1

0.00%

Anfield Capital Management, LLC

Mar 31, 26

0.00%

Colony Group, LLC

Mar 31, 26

-83.30K

Qube Research & Technologies Ltd

Mar 31, 26

-108

Wright Fund Management, LLC

Mar 31, 26

-102.90K

GUGGENHEIM CAPITAL LLC

Mar 31, 26

-7.10K

Snowden Capital Advisors LLC

Mar 31, 26

-6.09K

Diversify Advisory Services, LLC

Mar 31, 26

-65.27K

SG Americas Securities, LLC

Mar 31, 26

-7.61K

Kestra Investment Management, LLC

Mar 31, 26

-95.91K

Global Retirement Partners, LLC

33.09K

Dec 31, 25

+875

0.22%

CIBC Private Wealth Group, LLC

6.20K

Dec 31, 25

-26

0.04%

COMERICA BANK

4.04K

Dec 31, 25

+124

0.03%

TUCKER ASSET MANAGEMENT LLC

214

Dec 31, 25

+214

0.00%

NAPA WEALTH MANAGEMENT

12.83K

Sep 30, 25

+273

0.09%

Abich Financial Wealth Management LLC

302

Sep 30, 25

+302

0.00%

Atria Wealth Solutions, Inc.

10.83K

Jun 30, 25

-3.57K

0.07%

First Horizon Advisors, Inc.

1.17K

Jun 30, 25

-784

0.01%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

10.88K

Mar 31, 25

-607

0.07%

Transform Wealth, LLC

Mar 31, 25

-36.04K

Gateway Advisory, LLC

303.32K

Sep 30, 24

-3.27K

2.02%

RAYMOND JAMES & ASSOCIATES

5.87K

Sep 30, 24

+12

0.04%

Peterson Financial Group, Inc.

Sep 30, 24

+82

0.00%

BlackRock Inc.

536.96K

Jun 30, 24

+536.68K

3.58%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.49K

Cetera Advisor Networks LLC

23.80K

Mar 31, 24

+13.49K

0.16%

Cetera Advisors LLC

16.52K

Mar 31, 24

+16.52K

0.11%

Retirement Group, LLC

Mar 31, 24

-50

PROVENCE WEALTH MANAGEMENT GROUP

2.50K

Dec 31, 23

0.02%

Lumature Wealth Partners, LLC

9.56K

Jun 30, 23

0.06%

KARLINSKI ANDREW C

200

Sep 30, 22

0.00%

MD Financial Management Inc.

226.13K

Dec 31, 21

+11.90K

1.51%

NEXT Financial Group, Inc

2.03K

Dec 31, 21

0.01%

QS Investors, LLC

Jun 30, 21

-129.60K

First Allied Advisory Services, Inc.

16.31K

Sep 30, 20

-2.74K

0.11%

LifePlan Financial Group, Inc

688

Sep 30, 20

0.00%

Bluefin Trading, LLC

23.33K

Jun 30, 20

-246.01K

0.16%

LADENBURG THALMANN FINANCIAL SERVICES INC.

62.95K

Dec 31, 19

+15.75K

0.42%

Advisor Group, Inc.

20.23K

Dec 31, 19

-6.03K

0.13%

IFC Holdings Incorporated/FL

21.47K

Dec 31, 17

-2.80K

0.14%

SII INVESTMENTS INC/WI

7.46K

Dec 31, 17

-4.14K

0.05%

NATIONAL PLANNING CORP

584

Dec 31, 17

+584

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-49.65K

Commonwealth Equity Services, Inc

185.15K

Jun 30, 17

+99.92K

1.23%

Virtu KCG Holdings LLC

17.50K

Jun 30, 17

+17.50K

0.12%

ABERDEEN ASSET MANAGEMENT PLC/UK

13.02K

Jun 30, 17

0.09%

MSI Financial Services Inc

263

Dec 31, 16

-74

0.00%

BlackRock Investment Management, LLC

Dec 31, 16

-28

Counsel Portfolio Services Inc.

7.65K

Jun 30, 16

+1.18K

0.05%

MANAGED ACCOUNT ADVISORS LLC

367

Jun 30, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

800

Dec 31, 14

+800

0.01%

Long Wharf Investors, Inc.

14.66K

Jun 30, 14

+2.88K

0.10%