Eaton Vance Total Return Fund(EVTR)

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Eaton Vance Total Return Fund(EVTR)

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$50.20—

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EVTR(EVTR)

EVTR

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

Institutional Ownership

Top 196 Institutional Holders

Holder	Shares	Date	Change	% Held
Prodigy Asset Management LLC	2.28M	Jun 30, 26	-14.02K	3.68%
Spire Wealth Management	472.60K	Jun 30, 26	-2	0.76%
Stonehearth Capital Management, LLC	282.09K	Jun 30, 26	+282.09K	0.46%
Bouvel Investment Partners, LLC	280.96K	Jun 30, 26	+19.89K	0.45%
Systelligence, LLC	192.25K	Jun 30, 26	-12.30K	0.31%
Focus Financial Network, Inc.	160.77K	Jun 30, 26	+95.89K	0.26%
OAK FAMILY ADVISORS, LLC	130.87K	Jun 30, 26	+194	0.21%
Wall Street Financial Group, Inc.	126.73K	Jun 30, 26	-12.25K	0.20%
IFP Advisors, Inc	79.61K	Jun 30, 26	+19.10K	0.13%
Advisory Resource Group	75.88K	Jun 30, 26	-849	0.12%
FIFTH THIRD SECURITIES, INC.	67.03K	Jun 30, 26	+3.54K	0.11%
Merit Financial Group, LLC	58.69K	Jun 30, 26	+13.94K	0.09%
Wealthcare Advisory Partners LLC	53.62K	Jun 30, 26	+3.66K	0.09%
BAKER TILLY WEALTH MANAGEMENT, LLC	52.89K	Jun 30, 26	+17.91K	0.09%
Envestnet Portfolio Solutions, Inc.	36.61K	Jun 30, 26	+2.68K	0.06%
SeaCrest Wealth Management, LLC	32.95K	Jun 30, 26	+5.30K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.66K	Jun 30, 26	+23.66K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	21.98K	Jun 30, 26	-6.75K	0.04%
KWB Wealth	19.62K	Jun 30, 26	+19.62K	0.03%
Opal Wealth Advisors, LLC	19.33K	Jun 30, 26	--	0.03%
Prospera Financial Services Inc	17.33K	Jun 30, 26	+17.33K	0.03%
RFG Advisory, LLC	16.94K	Jun 30, 26	+2.71K	0.03%
LVW Advisors, LLC	10.59K	Jun 30, 26	+10.59K	0.02%
Dynamic Advisor Solutions LLC	10.48K	Jun 30, 26	-487	0.02%
Breakwater Capital Group	8.86K	Jun 30, 26	+304	0.01%
STRATEGIC PLANNING GROUP, LLC	8.28K	Jun 30, 26	-1.53K	0.01%
EAGLE ROCK INVESTMENT COMPANY, LLC	6.31K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	5.77K	Jun 30, 26	+54	0.01%
Barnes Dennig Private Wealth Management LLC	3.76K	Jun 30, 26	+496	0.01%
TOMPKINS FINANCIAL CORP	510	Jun 30, 26	--	0.00%
Triumph Capital Management	200	Jun 30, 26	--	0.00%
Clarity Asset Management, Inc.	--	Jun 30, 26	-2.98K	--
Princeton Global Asset Management LLC	--	Jun 30, 26	-175	--
Centurion Wealth Management LLC	--	Jun 30, 26	-4.04K	--
YANKCOM Partnership	--	Jun 30, 26	-304	--
Holos Integrated Wealth LLC	--	Jun 30, 26	-31	--
MORGAN STANLEY	32.85M	Mar 31, 26	+4.62M	53.08%
AMERIPRISE FINANCIAL INC	5.90M	Mar 31, 26	+901.78K	9.54%
WELLS FARGO & COMPANY/MN	4.14M	Mar 31, 26	-142.33K	6.69%
FMR LLC	4.01M	Mar 31, 26	+26.39K	6.48%
BANK OF AMERICA CORP /DE/	3.57M	Mar 31, 26	+1.34M	5.76%
LPL Financial LLC	3.45M	Mar 31, 26	+830.70K	5.58%
RAYMOND JAMES FINANCIAL INC	2.24M	Mar 31, 26	+745.89K	3.62%
ADVISOR GROUP HOLDINGS, INC.	2.06M	Mar 31, 26	+94.35K	3.34%
ENVESTNET ASSET MANAGEMENT INC	1.58M	Mar 31, 26	+440.08K	2.55%
Provenance Wealth Advisors, LLC	1.40M	Mar 31, 26	+1.40M	2.27%
PNC FINANCIAL SERVICES GROUP, INC.	1.29M	Mar 31, 26	+341.90K	2.09%
Janney Montgomery Scott LLC	1.22M	Mar 31, 26	+59.32K	1.97%
ALPS ADVISORS INC	1.02M	Mar 31, 26	+1.02M	1.64%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	676.38K	Mar 31, 26	+208.04K	1.09%
HighTower Advisors, LLC	632.29K	Mar 31, 26	+137.33K	1.02%
Valley Financial Group, Inc.	519.23K	Mar 31, 26	+22.45K	0.84%
Quadcap Wealth Management, LLC	465.29K	Mar 31, 26	+52.00K	0.75%
Cetera Investment Advisers	435.82K	Mar 31, 26	+144.00K	0.70%
Coign Capital Advisors LLC	343.42K	Mar 31, 26	+7.52K	0.55%
VICTORY FINANCIAL GROUP, LLC	328.03K	Mar 31, 26	-37.43K	0.53%
Baer Investment Advisory LLC	328.03K	Mar 31, 26	+328.03K	0.53%
Mount Yale Investment Advisors, LLC	301.13K	Mar 31, 26	+301.13K	0.49%
D.A. DAVIDSON & CO.	291.62K	Mar 31, 26	+30.48K	0.47%
Destiny Wealth Partners, LLC	289.79K	Mar 31, 26	+1.13K	0.47%
COMMONWEALTH EQUITY SERVICES, LLC	258.55K	Mar 31, 26	+106.51K	0.42%
Sanctuary Advisors, LLC	253.20K	Mar 31, 26	+50.59K	0.41%
Western Wealth Management, LLC	244.19K	Mar 31, 26	+21.16K	0.39%
Horizon Wealth Management, LLC	240.70K	Mar 31, 26	-358.90K	0.39%
HARBOUR INVESTMENTS, INC.	236.88K	Mar 31, 26	+233.64K	0.38%
STEVENS CAPITAL PARTNERS	235.87K	Mar 31, 26	-61.57K	0.38%
Live Oak Investment Partners	234.69K	Mar 31, 26	+67.48K	0.38%
Snowden Capital Advisors LLC	225.02K	Mar 31, 26	+227	0.36%
Per Stirling Capital Management, LLC.	168.12K	Mar 31, 26	+2.83K	0.27%
Balanced Rock Investment Advisor	154.07K	Mar 31, 26	+7.10K	0.25%
Pinion Investment Advisors, LLC	151.82K	Mar 31, 26	+39.02K	0.25%
Asset Allocation Strategies LLC	151.26K	Mar 31, 26	+43.42K	0.24%
Kingsview Wealth Management, LLC	143.50K	Mar 31, 26	+4.45K	0.23%
PENNEY FINANCIAL, LLC	139.02K	Mar 31, 26	+4.55K	0.22%
GOLDMAN SACHS GROUP INC	137.31K	Mar 31, 26	-66.22K	0.22%
Eldridge Investment Advisors, Inc.	137.12K	Mar 31, 26	-623	0.22%
Private Advisor Group, LLC	133.72K	Mar 31, 26	+3.73K	0.22%
MML INVESTORS SERVICES, LLC	128.78K	Mar 31, 26	+39.17K	0.21%
Geneos Wealth Management Inc.	126.23K	Mar 31, 26	+126.23K	0.20%
PRINCIPAL SECURITIES, INC.	118.86K	Mar 31, 26	+5.14K	0.19%
ROYAL BANK OF CANADA	118.37K	Mar 31, 26	+61.89K	0.19%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	115.11K	Mar 31, 26	+831	0.19%
Blueprint Financial Advisors LLC	115.04K	Mar 31, 26	+115.04K	0.19%
Blueprint Investment Partners LLC	115.04K	Mar 31, 26	+115.04K	0.19%
DRIVE WEALTH MANAGEMENT, LLC	111.39K	Mar 31, 26	+26.05K	0.18%
Summit Financial, LLC	108.13K	Mar 31, 26	+56.97K	0.17%
CENTAURUS FINANCIAL, INC.	103.75K	Mar 31, 26	+1.75K	0.17%
STAGE HARBOR FINANCIAL, LLC	100.41K	Mar 31, 26	+30.09K	0.16%
WNY Asset Management, LLC	96.74K	Mar 31, 26	+96.74K	0.16%
Mariner, LLC	94.19K	Mar 31, 26	+94.19K	0.15%
Acorn Wealth Advisors, LLC	83.14K	Mar 31, 26	+14.21K	0.13%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	82.14K	Mar 31, 26	+13.30K	0.13%
TRUIST FINANCIAL CORP	78.42K	Mar 31, 26	+3.80K	0.13%
Beacon Bridge Wealth Partners, LLC	75.62K	Mar 31, 26	+1.51K	0.12%
Heritage Wealth Management, Inc.	74.03K	Mar 31, 26	+11.36K	0.12%
NewEdge Advisors, LLC	72.70K	Mar 31, 26	+29.57K	0.12%
U.S. Capital Wealth Advisors, LLC	69.32K	Mar 31, 26	+2.23K	0.11%
Trademark Financial Management, LLC	67.28K	Mar 31, 26	-27.05K	0.11%
Ameritas Advisory Services, LLC	65.02K	Mar 31, 26	+7.91K	0.11%
CI Private Wealth, LLC	64.68K	Mar 31, 26	+489	0.10%
Bank of New York Mellon Corp	62.34K	Mar 31, 26	+12.57K	0.10%
CITADEL ADVISORS LLC	60.54K	Mar 31, 26	+52.27K	0.10%
Equitable Holdings, Inc.	57.42K	Mar 31, 26	+7.83K	0.09%
FOUNDERS FINANCIAL SECURITIES LLC	57.26K	Mar 31, 26	+4.54K	0.09%
STIFEL FINANCIAL CORP	54.00K	Mar 31, 26	+6.08K	0.09%
FIFTH THIRD BANCORP	53.30K	Mar 31, 26	+53.30K	0.09%
Gladstone Institutional Advisory LLC	50.82K	Mar 31, 26	+3.85K	0.08%
Cornerstone Wealth Management, LLC	50.60K	Mar 31, 26	+5.10K	0.08%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42.98K	Mar 31, 26	+1.88K	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	40.31K	Mar 31, 26	+3.67K	0.07%
Holistic Planning, LLC	38.62K	Mar 31, 26	+18.74K	0.06%
Members Trust Co	35.92K	Mar 31, 26	+26.80K	0.06%
Atria Investments, Inc	35.51K	Mar 31, 26	+9.92K	0.06%
Cambridge Investment Research Advisors, Inc.	29.98K	Mar 31, 26	+3.51K	0.05%
RENAISSANCE TECHNOLOGIES LLC	29.30K	Mar 31, 26	+29.30K	0.05%
Investment Partners Asset Management, Inc.	28.41K	Mar 31, 26	+7.64K	0.05%
MidAtlantic Capital Management, Inc.	26.06K	Mar 31, 26	-573	0.04%
Steward Partners Investment Advisory, LLC	20.46K	Mar 31, 26	+14.64K	0.03%
Kestra Advisory Services, LLC	19.17K	Mar 31, 26	+9.03K	0.03%
Stratos Wealth Partners, LTD.	18.00K	Mar 31, 26	+7.57K	0.03%
KPP Advisory Services LLC	17.26K	Mar 31, 26	+232	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	16.05K	Mar 31, 26	-84	0.03%
MOSAIC FINANCIAL GROUP, LLC	15.72K	Mar 31, 26	+5.01K	0.03%
Leo Wealth, LLC	15.29K	Mar 31, 26	+580	0.02%
Miller Financial Services LLC	15.01K	Mar 31, 26	+1.76K	0.02%
JONES FINANCIAL COMPANIES LLLP	14.57K	Mar 31, 26	+14.57K	0.02%
Cerity Partners LLC	14.53K	Mar 31, 26	+3.58K	0.02%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	14.50K	Mar 31, 26	+702	0.02%
Diversified Portfolios, Inc.	13.80K	Mar 31, 26	+13.80K	0.02%
HRT FINANCIAL LP	13.35K	Mar 31, 26	+13.35K	0.02%
OPPENHEIMER & CO INC	13.19K	Mar 31, 26	-496	0.02%
Strategic Financial Concepts, LLC	13.17K	Mar 31, 26	+13.17K	0.02%
OneAscent Financial Services LLC	12.06K	Mar 31, 26	+443	0.02%
WCG Wealth Advisors LLC	11.63K	Mar 31, 26	+168	0.02%
Integrated Wealth Concepts LLC	10.70K	Mar 31, 26	+445	0.02%
Beacon Financial Advisory LLC	10.67K	Mar 31, 26	-4.42K	0.02%
Helium Advisors LLC	10.60K	Mar 31, 26	-1.37K	0.02%
CATALYST FINANCIAL PARTNERS LLC	10.00K	Mar 31, 26	--	0.02%
PROSPERITY BANCSHARES INC	9.78K	Mar 31, 26	+9.78K	0.02%
MONECO Advisors, LLC	8.90K	Mar 31, 26	+8.90K	0.01%
STUDIO INVESTMENT MANAGEMENT LLC	8.16K	Mar 31, 26	+1.85K	0.01%
Independent Advisor Alliance	8.11K	Mar 31, 26	+8.11K	0.01%
MARINO, STRAM & ASSOCIATES LLC	6.65K	Mar 31, 26	+585	0.01%
JPMORGAN CHASE & CO	6.61K	Mar 31, 26	+2.13K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	6.48K	Mar 31, 26	+6.00K	0.01%
Centerpoint Advisory Group	6.32K	Mar 31, 26	+510	0.01%
MMA ASSET MANAGEMENT LLC	5.79K	Mar 31, 26	-24	0.01%
Zhang Financial LLC	5.75K	Mar 31, 26	--	0.01%
MGO ONE SEVEN LLC	5.12K	Mar 31, 26	-126.92K	0.01%
TruWealth Advisors, LLC	5.09K	Mar 31, 26	+5.09K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.85K	Mar 31, 26	+4.85K	0.01%
Widmann Financial Services, Inc.	4.75K	Mar 31, 26	+4.75K	0.01%
BROWN ADVISORY INC	4.39K	Mar 31, 26	+4.39K	0.01%
MAI Capital Management	4.09K	Mar 31, 26	+1.40K	0.01%
Empirical Asset Management, LLC	3.97K	Mar 31, 26	+30	0.01%
N.E.W. Advisory Services LLC	1.77K	Mar 31, 26	-127.91K	0.00%
PRIVATE TRUST CO NA	1.54K	Mar 31, 26	-1.94K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.52K	Mar 31, 26	--	0.00%
MONTAG A & ASSOCIATES INC	1.14K	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	923	Mar 31, 26	+923	0.00%
Ancora Advisors, LLC	800	Mar 31, 26	--	0.00%
Allworth Financial LP	609	Mar 31, 26	+232	0.00%
Advisory Services Network, LLC	387	Mar 31, 26	+387	0.00%
YANKCOM Partnership	304	Mar 31, 26	+304	0.00%
Smartleaf Asset Management LLC	184	Mar 31, 26	--	0.00%
AE Wealth Management LLC	172	Mar 31, 26	+172	0.00%
ASSETMARK, INC	66	Mar 31, 26	+66	0.00%
PITTENGER & ANDERSON INC	47	Mar 31, 26	+47	0.00%
Sunbelt Securities, Inc.	34	Mar 31, 26	--	0.00%
Investment Research & Advisory Group, Inc.	1	Mar 31, 26	--	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-116.92K	--
Belpointe Asset Management LLC	--	Mar 31, 26	-4.18K	--
SILVERCREST ASSET MANAGEMENT GROUP LLC	--	Mar 31, 26	-5.80K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-8.99K	--
DT Investment Partners, LLC	--	Mar 31, 26	-110	--
IFG Advisory, LLC	--	Mar 31, 26	-4.58K	--
Turim 21 Investimentos Ltda.	--	Mar 31, 26	-359	--
TCI Wealth Advisors, Inc.	--	Mar 31, 26	-7.48K	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-2.13K	--
UBS Group AG	--	Mar 31, 26	-638	--
ORG Partners LLC	56.51K	Dec 31, 25	+4.30K	0.09%
COMERICA BANK	44.28K	Dec 31, 25	+13.18K	0.07%
CIBC Private Wealth Group, LLC	4.77K	Dec 31, 25	-249	0.01%
GPS Wealth Strategies Group, LLC	2.71K	Dec 31, 25	-4.84K	0.00%
Global Retirement Partners, LLC	183	Dec 31, 25	+2	0.00%
Apexium Financial, LP	88.44K	Sep 30, 25	+5.66K	0.14%
Abich Financial Wealth Management LLC	304	Sep 30, 25	+304	0.00%
Atria Wealth Solutions, Inc.	13.71K	Jun 30, 25	+13.71K	0.02%
AVANTAX ADVISORY SERVICES, INC.	12.82K	Jun 30, 25	+2.00K	0.02%
Private Portfolio Partners LLC	4.89K	Dec 31, 24	-240	0.01%
WINTRUST INVESTMENTS LLC	1.56K	Dec 31, 24	+1.56K	0.00%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-28.47K	--
Raymond James Financial Services Advisors, Inc.	149.50K	Sep 30, 24	+70.05K	0.24%
RAYMOND JAMES & ASSOCIATES	49.37K	Sep 30, 24	+38.09K	0.08%
Cetera Advisor Networks LLC	11.75K	Mar 31, 24	+11.75K	0.02%
Cetera Advisors LLC	8.35K	Mar 31, 24	+8.35K	0.01%

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Holder

Date

Change

% Held

Prodigy Asset Management LLC

2.28M

Jun 30, 26

-14.02K

3.68%

Spire Wealth Management

472.60K

Jun 30, 26

-2

0.76%

Stonehearth Capital Management, LLC

282.09K

Jun 30, 26

+282.09K

0.46%

Bouvel Investment Partners, LLC

280.96K

Jun 30, 26

+19.89K

0.45%

Systelligence, LLC

192.25K

Jun 30, 26

-12.30K

0.31%

Focus Financial Network, Inc.

160.77K

Jun 30, 26

+95.89K

0.26%

OAK FAMILY ADVISORS, LLC

130.87K

Jun 30, 26

+194

0.21%

Wall Street Financial Group, Inc.

126.73K

Jun 30, 26

-12.25K

0.20%

IFP Advisors, Inc

79.61K

Jun 30, 26

+19.10K

0.13%

Advisory Resource Group

75.88K

Jun 30, 26

-849

0.12%

FIFTH THIRD SECURITIES, INC.

67.03K

Jun 30, 26

+3.54K

0.11%

Merit Financial Group, LLC

58.69K

Jun 30, 26

+13.94K

0.09%

Wealthcare Advisory Partners LLC

53.62K

Jun 30, 26

+3.66K

0.09%

BAKER TILLY WEALTH MANAGEMENT, LLC

52.89K

Jun 30, 26

+17.91K

0.09%

Envestnet Portfolio Solutions, Inc.

36.61K

Jun 30, 26

+2.68K

0.06%

SeaCrest Wealth Management, LLC

32.95K

Jun 30, 26

+5.30K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.66K

Jun 30, 26

+23.66K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

21.98K

Jun 30, 26

-6.75K

0.04%

KWB Wealth

19.62K

Jun 30, 26

+19.62K

0.03%

Opal Wealth Advisors, LLC

19.33K

Jun 30, 26

0.03%

Prospera Financial Services Inc

17.33K

Jun 30, 26

+17.33K

0.03%

RFG Advisory, LLC

16.94K

Jun 30, 26

+2.71K

0.03%

LVW Advisors, LLC

10.59K

Jun 30, 26

+10.59K

0.02%

Dynamic Advisor Solutions LLC

10.48K

Jun 30, 26

-487

0.02%

Breakwater Capital Group

8.86K

Jun 30, 26

+304

0.01%

STRATEGIC PLANNING GROUP, LLC

8.28K

Jun 30, 26

-1.53K

0.01%

EAGLE ROCK INVESTMENT COMPANY, LLC

6.31K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

5.77K

Jun 30, 26

+54

0.01%

Barnes Dennig Private Wealth Management LLC

3.76K

Jun 30, 26

+496

0.01%

TOMPKINS FINANCIAL CORP

510

Jun 30, 26

0.00%

Triumph Capital Management

200

Jun 30, 26

0.00%

Clarity Asset Management, Inc.

Jun 30, 26

-2.98K

Princeton Global Asset Management LLC

Jun 30, 26

-175

Centurion Wealth Management LLC

Jun 30, 26

-4.04K

YANKCOM Partnership

Jun 30, 26

-304

Holos Integrated Wealth LLC

Jun 30, 26

-31

MORGAN STANLEY

32.85M

Mar 31, 26

+4.62M

53.08%

AMERIPRISE FINANCIAL INC

5.90M

Mar 31, 26

+901.78K

9.54%

WELLS FARGO & COMPANY/MN

4.14M

Mar 31, 26

-142.33K

6.69%

FMR LLC

4.01M

Mar 31, 26

+26.39K

6.48%

BANK OF AMERICA CORP /DE/

3.57M

Mar 31, 26

+1.34M

5.76%

LPL Financial LLC

3.45M

Mar 31, 26

+830.70K

5.58%

RAYMOND JAMES FINANCIAL INC

2.24M

Mar 31, 26

+745.89K

3.62%

ADVISOR GROUP HOLDINGS, INC.

2.06M

Mar 31, 26

+94.35K

3.34%

ENVESTNET ASSET MANAGEMENT INC

1.58M

Mar 31, 26

+440.08K

2.55%

Provenance Wealth Advisors, LLC

1.40M

Mar 31, 26

+1.40M

2.27%

PNC FINANCIAL SERVICES GROUP, INC.

1.29M

Mar 31, 26

+341.90K

2.09%

Janney Montgomery Scott LLC

1.22M

Mar 31, 26

+59.32K

1.97%

ALPS ADVISORS INC

1.02M

Mar 31, 26

+1.02M

1.64%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

676.38K

Mar 31, 26

+208.04K

1.09%

HighTower Advisors, LLC

632.29K

Mar 31, 26

+137.33K

1.02%

Valley Financial Group, Inc.

519.23K

Mar 31, 26

+22.45K

0.84%

Quadcap Wealth Management, LLC

465.29K

Mar 31, 26

+52.00K

0.75%

Cetera Investment Advisers

435.82K

Mar 31, 26

+144.00K

0.70%

Coign Capital Advisors LLC

343.42K

Mar 31, 26

+7.52K

0.55%

VICTORY FINANCIAL GROUP, LLC

328.03K

Mar 31, 26

-37.43K

0.53%

Baer Investment Advisory LLC

328.03K

Mar 31, 26

+328.03K

0.53%

Mount Yale Investment Advisors, LLC

301.13K

Mar 31, 26

+301.13K

0.49%

D.A. DAVIDSON & CO.

291.62K

Mar 31, 26

+30.48K

0.47%

Destiny Wealth Partners, LLC

289.79K

Mar 31, 26

+1.13K

0.47%

COMMONWEALTH EQUITY SERVICES, LLC

258.55K

Mar 31, 26

+106.51K

0.42%

Sanctuary Advisors, LLC

253.20K

Mar 31, 26

+50.59K

0.41%

Western Wealth Management, LLC

244.19K

Mar 31, 26

+21.16K

0.39%

Horizon Wealth Management, LLC

240.70K

Mar 31, 26

-358.90K

0.39%

HARBOUR INVESTMENTS, INC.

236.88K

Mar 31, 26

+233.64K

0.38%

STEVENS CAPITAL PARTNERS

235.87K

Mar 31, 26

-61.57K

0.38%

Live Oak Investment Partners

234.69K

Mar 31, 26

+67.48K

0.38%

Snowden Capital Advisors LLC

225.02K

Mar 31, 26

+227

0.36%

Per Stirling Capital Management, LLC.

168.12K

Mar 31, 26

+2.83K

0.27%

Balanced Rock Investment Advisor

154.07K

Mar 31, 26

+7.10K

0.25%

Pinion Investment Advisors, LLC

151.82K

Mar 31, 26

+39.02K

0.25%

Asset Allocation Strategies LLC

151.26K

Mar 31, 26

+43.42K

0.24%

Kingsview Wealth Management, LLC

143.50K

Mar 31, 26

+4.45K

0.23%

PENNEY FINANCIAL, LLC

139.02K

Mar 31, 26

+4.55K

0.22%

GOLDMAN SACHS GROUP INC

137.31K

Mar 31, 26

-66.22K

0.22%

Eldridge Investment Advisors, Inc.

137.12K

Mar 31, 26

-623

0.22%

Private Advisor Group, LLC

133.72K

Mar 31, 26

+3.73K

0.22%

MML INVESTORS SERVICES, LLC

128.78K

Mar 31, 26

+39.17K

0.21%

Geneos Wealth Management Inc.

126.23K

Mar 31, 26

+126.23K

0.20%

PRINCIPAL SECURITIES, INC.

118.86K

Mar 31, 26

+5.14K

0.19%

ROYAL BANK OF CANADA

118.37K

Mar 31, 26

+61.89K

0.19%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

115.11K

Mar 31, 26

+831

0.19%

Blueprint Financial Advisors LLC

115.04K

Mar 31, 26

+115.04K

0.19%

Blueprint Investment Partners LLC

115.04K

Mar 31, 26

+115.04K

0.19%

DRIVE WEALTH MANAGEMENT, LLC

111.39K

Mar 31, 26

+26.05K

0.18%

Summit Financial, LLC

108.13K

Mar 31, 26

+56.97K

0.17%

CENTAURUS FINANCIAL, INC.

103.75K

Mar 31, 26

+1.75K

0.17%

STAGE HARBOR FINANCIAL, LLC

100.41K

Mar 31, 26

+30.09K

0.16%

WNY Asset Management, LLC

96.74K

Mar 31, 26

+96.74K

0.16%

Mariner, LLC

94.19K

Mar 31, 26

+94.19K

0.15%

Acorn Wealth Advisors, LLC

83.14K

Mar 31, 26

+14.21K

0.13%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

82.14K

Mar 31, 26

+13.30K

0.13%

TRUIST FINANCIAL CORP

78.42K

Mar 31, 26

+3.80K

0.13%

Beacon Bridge Wealth Partners, LLC

75.62K

Mar 31, 26

+1.51K

0.12%

Heritage Wealth Management, Inc.

74.03K

Mar 31, 26

+11.36K

0.12%

NewEdge Advisors, LLC

72.70K

Mar 31, 26

+29.57K

0.12%

U.S. Capital Wealth Advisors, LLC

69.32K

Mar 31, 26

+2.23K

0.11%

Trademark Financial Management, LLC

67.28K

Mar 31, 26

-27.05K

0.11%

Ameritas Advisory Services, LLC

65.02K

Mar 31, 26

+7.91K

0.11%

CI Private Wealth, LLC

64.68K

Mar 31, 26

+489

0.10%

Bank of New York Mellon Corp

62.34K

Mar 31, 26

+12.57K

0.10%

CITADEL ADVISORS LLC

60.54K

Mar 31, 26

+52.27K

0.10%

Equitable Holdings, Inc.

57.42K

Mar 31, 26

+7.83K

0.09%

FOUNDERS FINANCIAL SECURITIES LLC

57.26K

Mar 31, 26

+4.54K

0.09%

STIFEL FINANCIAL CORP

54.00K

Mar 31, 26

+6.08K

0.09%

FIFTH THIRD BANCORP

53.30K

Mar 31, 26

+53.30K

0.09%

Gladstone Institutional Advisory LLC

50.82K

Mar 31, 26

+3.85K

0.08%

Cornerstone Wealth Management, LLC

50.60K

Mar 31, 26

+5.10K

0.08%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

42.98K

Mar 31, 26

+1.88K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

40.31K

Mar 31, 26

+3.67K

0.07%

Holistic Planning, LLC

38.62K

Mar 31, 26

+18.74K

0.06%

Members Trust Co

35.92K

Mar 31, 26

+26.80K

0.06%

Atria Investments, Inc

35.51K

Mar 31, 26

+9.92K

0.06%

Cambridge Investment Research Advisors, Inc.

29.98K

Mar 31, 26

+3.51K

0.05%

RENAISSANCE TECHNOLOGIES LLC

29.30K

Mar 31, 26

+29.30K

0.05%

Investment Partners Asset Management, Inc.

28.41K

Mar 31, 26

+7.64K

0.05%

MidAtlantic Capital Management, Inc.

26.06K

Mar 31, 26

-573

0.04%

Steward Partners Investment Advisory, LLC

20.46K

Mar 31, 26

+14.64K

0.03%

Kestra Advisory Services, LLC

19.17K

Mar 31, 26

+9.03K

0.03%

Stratos Wealth Partners, LTD.

18.00K

Mar 31, 26

+7.57K

0.03%

KPP Advisory Services LLC

17.26K

Mar 31, 26

+232

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

16.05K

Mar 31, 26

-84

0.03%

MOSAIC FINANCIAL GROUP, LLC

15.72K

Mar 31, 26

+5.01K

0.03%

Leo Wealth, LLC

15.29K

Mar 31, 26

+580

0.02%

Miller Financial Services LLC

15.01K

Mar 31, 26

+1.76K

0.02%

JONES FINANCIAL COMPANIES LLLP

14.57K

Mar 31, 26

+14.57K

0.02%

Cerity Partners LLC

14.53K

Mar 31, 26

+3.58K

0.02%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

14.50K

Mar 31, 26

+702

0.02%

Diversified Portfolios, Inc.

13.80K

Mar 31, 26

+13.80K

0.02%

HRT FINANCIAL LP

13.35K

Mar 31, 26

+13.35K

0.02%

OPPENHEIMER & CO INC

13.19K

Mar 31, 26

-496

0.02%

Strategic Financial Concepts, LLC

13.17K

Mar 31, 26

+13.17K

0.02%

OneAscent Financial Services LLC

12.06K

Mar 31, 26

+443

0.02%

WCG Wealth Advisors LLC

11.63K

Mar 31, 26

+168

0.02%

Integrated Wealth Concepts LLC

10.70K

Mar 31, 26

+445

0.02%

Beacon Financial Advisory LLC

10.67K

Mar 31, 26

-4.42K

0.02%

Helium Advisors LLC

10.60K

Mar 31, 26

-1.37K

0.02%

CATALYST FINANCIAL PARTNERS LLC

10.00K

Mar 31, 26

0.02%

PROSPERITY BANCSHARES INC

9.78K

Mar 31, 26

+9.78K

0.02%

MONECO Advisors, LLC

8.90K

Mar 31, 26

+8.90K

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

8.16K

Mar 31, 26

+1.85K

0.01%

Independent Advisor Alliance

8.11K

Mar 31, 26

+8.11K

0.01%

MARINO, STRAM & ASSOCIATES LLC

6.65K

Mar 31, 26

+585

0.01%

JPMORGAN CHASE & CO

6.61K

Mar 31, 26

+2.13K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

6.48K

Mar 31, 26

+6.00K

0.01%

Centerpoint Advisory Group

6.32K

Mar 31, 26

+510

0.01%

MMA ASSET MANAGEMENT LLC

5.79K

Mar 31, 26

-24

0.01%

Zhang Financial LLC

5.75K

Mar 31, 26

0.01%

MGO ONE SEVEN LLC

5.12K

Mar 31, 26

-126.92K

0.01%

TruWealth Advisors, LLC

5.09K

Mar 31, 26

+5.09K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.85K

Mar 31, 26

+4.85K

0.01%

Widmann Financial Services, Inc.

4.75K

Mar 31, 26

+4.75K

0.01%

BROWN ADVISORY INC

4.39K

Mar 31, 26

+4.39K

0.01%

MAI Capital Management

4.09K

Mar 31, 26

+1.40K

0.01%

Empirical Asset Management, LLC

3.97K

Mar 31, 26

+30

0.01%

N.E.W. Advisory Services LLC

1.77K

Mar 31, 26

-127.91K

0.00%

PRIVATE TRUST CO NA

1.54K

Mar 31, 26

-1.94K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.52K

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

1.14K

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

923

Mar 31, 26

+923

0.00%

Ancora Advisors, LLC

800

Mar 31, 26

0.00%

Allworth Financial LP

609

Mar 31, 26

+232

0.00%

Advisory Services Network, LLC

387

Mar 31, 26

+387

0.00%

YANKCOM Partnership

304

Mar 31, 26

+304

0.00%

Smartleaf Asset Management LLC

184

Mar 31, 26

0.00%

AE Wealth Management LLC

172

Mar 31, 26

+172

0.00%

ASSETMARK, INC

Mar 31, 26

+66

0.00%

PITTENGER & ANDERSON INC

Mar 31, 26

+47

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Investment Research & Advisory Group, Inc.

Mar 31, 26

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-116.92K

Belpointe Asset Management LLC

Mar 31, 26

-4.18K

SILVERCREST ASSET MANAGEMENT GROUP LLC

Mar 31, 26

-5.80K

OLD MISSION CAPITAL LLC

Mar 31, 26

-8.99K

DT Investment Partners, LLC

Mar 31, 26

-110

IFG Advisory, LLC

Mar 31, 26

-4.58K

Turim 21 Investimentos Ltda.

Mar 31, 26

-359

TCI Wealth Advisors, Inc.

Mar 31, 26

-7.48K

Rockefeller Capital Management L.P.

Mar 31, 26

-2.13K

UBS Group AG

Mar 31, 26

-638

ORG Partners LLC

56.51K

Dec 31, 25

+4.30K

0.09%

COMERICA BANK

44.28K

Dec 31, 25

+13.18K

0.07%

CIBC Private Wealth Group, LLC

4.77K

Dec 31, 25

-249

0.01%

GPS Wealth Strategies Group, LLC

2.71K

Dec 31, 25

-4.84K

0.00%

Global Retirement Partners, LLC

183

Dec 31, 25

0.00%

Apexium Financial, LP

88.44K

Sep 30, 25

+5.66K

0.14%

Abich Financial Wealth Management LLC

304

Sep 30, 25

+304

0.00%

Atria Wealth Solutions, Inc.

13.71K

Jun 30, 25

+13.71K

0.02%

AVANTAX ADVISORY SERVICES, INC.

12.82K

Jun 30, 25

+2.00K

0.02%

Private Portfolio Partners LLC

4.89K

Dec 31, 24

-240

0.01%

WINTRUST INVESTMENTS LLC

1.56K

Dec 31, 24

+1.56K

0.00%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-28.47K

Raymond James Financial Services Advisors, Inc.

149.50K

Sep 30, 24

+70.05K

0.24%

RAYMOND JAMES & ASSOCIATES

49.37K

Sep 30, 24

+38.09K

0.08%

Cetera Advisor Networks LLC

11.75K

Mar 31, 24

+11.75K

0.02%

Cetera Advisors LLC

8.35K

Mar 31, 24

+8.35K

0.01%