Eaton Vance Total Return Bond ETF(EVTR)

$49.32—Stale · unknown old

Ask SA Chart

Eaton Vance Total Return Bond ETF(EVTR)

NYSE • Last print unknown ago

$49.32—Stale · unknown old

Ask SA Chart Studio

EVTR(EVTR)

EVTR

Institutional Ownership

Top 224 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	39.23M	Jun 30, 26	+6.39M	63.40%
AMERIPRISE FINANCIAL INC	6.22M	Jun 30, 26	+316.02K	10.05%
WELLS FARGO & COMPANY/MN	4.25M	Jun 30, 26	+112.60K	6.87%
BANK OF AMERICA CORP /DE/	3.79M	Jun 30, 26	+228.21K	6.13%
LPL Financial LLC	3.78M	Jun 30, 26	+322.35K	6.10%
FMR LLC	3.03M	Jun 30, 26	-979.12K	4.90%
RAYMOND JAMES FINANCIAL INC	2.52M	Jun 30, 26	+275.15K	4.07%
Prodigy Asset Management LLC	2.28M	Jun 30, 26	-14.02K	3.68%
ADVISOR GROUP HOLDINGS, INC.	2.22M	Jun 30, 26	+153.10K	3.58%
ENVESTNET ASSET MANAGEMENT INC	2.12M	Jun 30, 26	+540.19K	3.43%
PNC FINANCIAL SERVICES GROUP, INC.	1.59M	Jun 30, 26	+297.88K	2.57%
Provenance Wealth Advisors, LLC	1.41M	Jun 30, 26	+3.48K	2.28%
ALPS ADVISORS INC	1.38M	Jun 30, 26	+364.01K	2.23%
Janney Montgomery Scott LLC	1.28M	Jun 30, 26	+61.76K	2.07%
HighTower Advisors, LLC	1.16M	Jun 30, 26	+525.11K	1.87%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	639.22K	Jun 30, 26	-37.16K	1.03%
Cetera Investment Advisers	597.04K	Jun 30, 26	+161.21K	0.96%
Valley Financial Group, Inc.	538.27K	Jun 30, 26	+19.03K	0.87%
Retirement Management Systems Inc.	534.94K	Jun 30, 26	+65.13K	0.86%
Quadcap Wealth Management, LLC	476.94K	Jun 30, 26	+11.65K	0.77%
Spire Wealth Management	472.60K	Jun 30, 26	-2	0.76%
ROYAL BANK OF CANADA	383.30K	Jun 30, 26	+264.94K	0.62%
Coign Capital Advisors LLC	355.31K	Jun 30, 26	+11.89K	0.57%
D.A. DAVIDSON & CO.	336.01K	Jun 30, 26	+44.39K	0.54%
Clear Trail Advisors, LLC	318.61K	Jun 30, 26	+29.89K	0.51%
Mount Yale Investment Advisors, LLC	305.79K	Jun 30, 26	+4.67K	0.49%
COMMONWEALTH EQUITY SERVICES, LLC	290.26K	Jun 30, 26	+31.72K	0.47%
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%
Madrid Wealth Management, LLC	277.62K	Jun 30, 26	+28.46K	0.45%
Sanctuary Advisors, LLC	267.19K	Jun 30, 26	+13.99K	0.43%
STEVENS CAPITAL PARTNERS	266.33K	Jun 30, 26	+30.46K	0.43%
HARBOUR INVESTMENTS, INC.	245.12K	Jun 30, 26	+8.24K	0.40%
Live Oak Investment Partners	242.47K	Jun 30, 26	+7.78K	0.39%
Rockefeller Capital Management L.P.	242.34K	Jun 30, 26	+242.34K	0.39%
Snowden Capital Advisors LLC	241.59K	Jun 30, 26	+16.57K	0.39%
Destiny Wealth Partners, LLC	231.60K	Jun 30, 26	-58.18K	0.37%
GOLDMAN SACHS GROUP INC	222.71K	Jun 30, 26	+85.40K	0.36%
Private Advisor Group, LLC	208.05K	Jun 30, 26	+74.33K	0.34%
Eldridge Investment Advisors, Inc.	206.08K	Jun 30, 26	+68.97K	0.33%
JANE STREET GROUP, LLC	202.28K	Jun 30, 26	+202.28K	0.33%
Systelligence, LLC	192.25K	Jun 30, 26	-12.30K	0.31%
OPPENHEIMER & CO INC	187.21K	Jun 30, 26	+174.02K	0.30%
Asset Allocation Strategies LLC	179.68K	Jun 30, 26	+28.42K	0.29%
Pinion Investment Advisors, LLC	172.41K	Jun 30, 26	+20.59K	0.28%
Balanced Rock Investment Advisor	169.18K	Jun 30, 26	+15.10K	0.27%
Kingsview Wealth Management, LLC	166.96K	Jun 30, 26	+23.46K	0.27%
MML INVESTORS SERVICES, LLC	163.00K	Jun 30, 26	+34.23K	0.26%
Focus Financial Network, Inc.	160.77K	Jun 30, 26	+95.89K	0.26%
CREATIVE FINANCIAL DESIGNS INC /ADV	135.95K	Jun 30, 26	+119.90K	0.22%
OAK FAMILY ADVISORS, LLC	130.87K	Jun 30, 26	+194	0.21%
PRINCIPAL SECURITIES, INC.	127.96K	Jun 30, 26	+9.10K	0.21%
Geneos Wealth Management Inc.	127.68K	Jun 30, 26	+1.45K	0.21%
VICTORY FINANCIAL GROUP, LLC	127.35K	Jun 30, 26	-200.68K	0.21%
Wall Street Financial Group, Inc.	126.73K	Jun 30, 26	-12.25K	0.20%
DRIVE WEALTH MANAGEMENT, LLC	124.76K	Jun 30, 26	+13.37K	0.20%
WNY Asset Management, LLC	124.75K	Jun 30, 26	+28.01K	0.20%
STAGE HARBOR FINANCIAL, LLC	124.47K	Jun 30, 26	+24.07K	0.20%
Ameritas Advisory Services, LLC	122.95K	Jun 30, 26	+57.93K	0.20%
Summit Financial, LLC	118.41K	Jun 30, 26	+10.29K	0.19%
CENTAURUS FINANCIAL, INC.	118.03K	Jun 30, 26	+14.28K	0.19%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	115.74K	Jun 30, 26	+632	0.19%
Blueprint Investment Partners LLC	108.56K	Jun 30, 26	-6.48K	0.18%
Blueprint Financial Advisors LLC	108.56K	Jun 30, 26	-6.48K	0.18%
CI Private Wealth, LLC	97.86K	Jun 30, 26	+33.18K	0.16%
Acorn Wealth Advisors, LLC	97.81K	Jun 30, 26	+14.67K	0.16%
Layline Advisors, LLC	92.56K	Jun 30, 26	+24.79K	0.15%
PCM Encore, LLC	89.77K	Jun 30, 26	+25.13K	0.15%
Diversify Advisory Services, LLC	89.12K	Jun 30, 26	+89.12K	0.14%
DIVERSIFY WEALTH MANAGEMENT, LLC	89.12K	Jun 30, 26	+89.12K	0.14%
CITADEL ADVISORS LLC	89.09K	Jun 30, 26	+28.55K	0.14%
Mariner, LLC	88.97K	Jun 30, 26	-5.22K	0.14%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	82.50K	Jun 30, 26	+357	0.13%
TRUIST FINANCIAL CORP	81.97K	Jun 30, 26	+3.55K	0.13%
Heritage Wealth Management, Inc.	81.74K	Jun 30, 26	+7.71K	0.13%
IFP Advisors, Inc	79.61K	Jun 30, 26	+19.10K	0.13%
Equitable Holdings, Inc.	76.53K	Jun 30, 26	+19.11K	0.12%
Advisory Resource Group	75.88K	Jun 30, 26	-849	0.12%
Beacon Bridge Wealth Partners, LLC	73.94K	Jun 30, 26	-1.68K	0.12%
SRS Capital Advisors, Inc.	73.14K	Jun 30, 26	+73.14K	0.12%
Savvy Advisors, Inc.	71.85K	Jun 30, 26	+71.85K	0.12%
OLD MISSION CAPITAL LLC	71.49K	Jun 30, 26	+71.49K	0.12%
NewEdge Advisors, LLC	67.06K	Jun 30, 26	-5.64K	0.11%
FIFTH THIRD SECURITIES, INC.	67.03K	Jun 30, 26	+3.54K	0.11%
CAP Partners, LLC	65.93K	Jun 30, 26	+65.93K	0.11%
Bank of New York Mellon Corp	63.60K	Jun 30, 26	+1.26K	0.10%
Peak Planning Group, LLC	62.28K	Jun 30, 26	-25	0.10%
STIFEL FINANCIAL CORP	61.00K	Jun 30, 26	+7.00K	0.10%
Merit Financial Group, LLC	58.69K	Jun 30, 26	+13.94K	0.09%
FOUNDERS FINANCIAL SECURITIES LLC	58.25K	Jun 30, 26	+993	0.09%
FIFTH THIRD BANCORP	57.18K	Jun 30, 26	+3.88K	0.09%
Atria Investments, Inc	57.07K	Jun 30, 26	+21.56K	0.09%
Gladstone Institutional Advisory LLC	56.71K	Jun 30, 26	+5.89K	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%
Cornerstone Wealth Management, LLC	50.77K	Jun 30, 26	+160	0.08%
JONES FINANCIAL COMPANIES LLLP	47.58K	Jun 30, 26	+33.01K	0.08%
Members Trust Co	45.08K	Jun 30, 26	+9.16K	0.07%
Evergreen Wealth Partners LLC	44.73K	Jun 30, 26	+13.48K	0.07%
Cambridge Investment Research Advisors, Inc.	44.70K	Jun 30, 26	+14.72K	0.07%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42.84K	Jun 30, 26	-138	0.07%
Holistic Planning, LLC	41.02K	Jun 30, 26	+2.40K	0.07%
Envestnet Portfolio Solutions, Inc.	36.61K	Jun 30, 26	+2.68K	0.06%
Trademark Financial Management, LLC	33.27K	Jun 30, 26	-34.01K	0.05%
SeaCrest Wealth Management, LLC	32.95K	Jun 30, 26	+5.30K	0.05%
Kestra Advisory Services, LLC	31.25K	Jun 30, 26	+12.08K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	29.86K	Jun 30, 26	-10.46K	0.05%
Investment Partners Asset Management, Inc.	29.59K	Jun 30, 26	+1.18K	0.05%
Gross & Hartman Investments LLC	26.38K	Jun 30, 26	+1.46K	0.04%
MidAtlantic Capital Management, Inc.	25.93K	Jun 30, 26	-126	0.04%
Helium Advisors LLC	24.65K	Jun 30, 26	+14.06K	0.04%
Asset One Wealth Management LLC	24.32K	Jun 30, 26	-1.57K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.66K	Jun 30, 26	+23.66K	0.04%
Steward Partners Investment Advisory, LLC	22.14K	Jun 30, 26	+1.68K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	21.98K	Jun 30, 26	-6.75K	0.04%
KPP Advisory Services LLC	19.63K	Jun 30, 26	+2.37K	0.03%
KWB Wealth	19.62K	Jun 30, 26	+19.62K	0.03%
Opal Wealth Advisors, LLC	19.33K	Jun 30, 26	--	0.03%
Western Wealth Management, LLC	18.84K	Jun 30, 26	-225.35K	0.03%
Stratos Wealth Partners, LTD.	18.71K	Jun 30, 26	+713	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%
Horizon Wealth Management, LLC	16.54K	Jun 30, 26	-224.16K	0.03%
RENAISSANCE TECHNOLOGIES LLC	16.50K	Jun 30, 26	-12.80K	0.03%
Miller Financial Services LLC	16.08K	Jun 30, 26	+1.07K	0.03%
Tulsa Wealth Advisors, INC	15.85K	Jun 30, 26	-3.17K	0.03%
MOSAIC FINANCIAL GROUP, LLC	15.84K	Jun 30, 26	+120	0.03%
Meadowbrook Advisors Group, LLC	14.81K	Jun 30, 26	+14.81K	0.02%
Cerity Partners LLC	14.53K	Jun 30, 26	--	0.02%
WCG Wealth Advisors LLC	13.80K	Jun 30, 26	+2.17K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	13.74K	Jun 30, 26	+7.26K	0.02%
Vestmark Advisory Solutions, Inc.	12.51K	Jun 30, 26	+12.51K	0.02%
OneAscent Financial Services LLC	12.33K	Jun 30, 26	+272	0.02%
CATALYST FINANCIAL PARTNERS LLC	12.00K	Jun 30, 26	+2.00K	0.02%
IFG Advisory, LLC	11.73K	Jun 30, 26	+11.73K	0.02%
STUDIO INVESTMENT MANAGEMENT LLC	11.43K	Jun 30, 26	+3.27K	0.02%
Strategic Financial Concepts, LLC	11.34K	Jun 30, 26	-1.83K	0.02%
SUMMIT WEALTH GROUP LLC / CO	11.18K	Jun 30, 26	+11.18K	0.02%
Integrated Wealth Concepts LLC	10.88K	Jun 30, 26	+182	0.02%
LVW Advisors, LLC	10.59K	Jun 30, 26	+10.59K	0.02%
Dynamic Advisor Solutions LLC	10.48K	Jun 30, 26	-487	0.02%
PENNEY FINANCIAL, LLC	8.97K	Jun 30, 26	-130.05K	0.01%
Breakwater Capital Group	8.86K	Jun 30, 26	+304	0.01%
Beacon Financial Advisory LLC	8.62K	Jun 30, 26	-2.05K	0.01%
PROSPERITY BANCSHARES INC	8.60K	Jun 30, 26	-1.18K	0.01%
STRATEGIC PLANNING GROUP, LLC	8.28K	Jun 30, 26	-1.53K	0.01%
COZAD ASSET MANAGEMENT INC	7.82K	Jun 30, 26	+7.82K	0.01%
Split Rock Private Trading & Wealth Management, LLC	7.59K	Jun 30, 26	-7.68K	0.01%
Waverly Advisors, LLC	7.36K	Jun 30, 26	+7.36K	0.01%
MARINO, STRAM & ASSOCIATES LLC	6.74K	Jun 30, 26	+91	0.01%
YOUNGS ADVISORY GROUP, INC.	6.40K	Jun 30, 26	+6.40K	0.01%
Centerpoint Advisory Group	6.32K	Jun 30, 26	--	0.01%
EAGLE ROCK INVESTMENT COMPANY, LLC	6.31K	Jun 30, 26	--	0.01%
NICOLET BANKSHARES INC	6.28K	Jun 30, 26	+6.28K	0.01%
MMA ASSET MANAGEMENT LLC	5.95K	Jun 30, 26	+163	0.01%
JPMORGAN CHASE & CO	5.83K	Jun 30, 26	-782	0.01%
Farther Finance Advisors, LLC	5.77K	Jun 30, 26	+54	0.01%
Zhang Financial LLC	5.75K	Jun 30, 26	--	0.01%
TCFG Investment Advisors, LLC	5.24K	Jun 30, 26	+5.24K	0.01%
CIBC Bancorp USA Inc.	4.76K	Jun 30, 26	-10	0.01%
Arkadios Wealth Advisors	4.74K	Jun 30, 26	+4.74K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.65K	Jun 30, 26	-201	0.01%
RASP WEALTH SOLUTIONS, LLC	4.13K	Jun 30, 26	+4.13K	0.01%
Empirical Asset Management, LLC	4.02K	Jun 30, 26	+48	0.01%
Barnes Dennig Private Wealth Management LLC	3.76K	Jun 30, 26	+496	0.01%
Meramec Financial Planners, LLC	1.73K	Jun 30, 26	+1.73K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.73K	Jun 30, 26	+204	0.00%
N.E.W. Advisory Services LLC	1.45K	Jun 30, 26	-322	0.00%
Allworth Financial LP	1.43K	Jun 30, 26	+821	0.00%
RHL GROUP, LLC	1.43K	Jun 30, 26	+391	0.00%
Cornerstone Financial Management LLC	1.38K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.23K	Jun 30, 26	-317	0.00%
MONTAG A & ASSOCIATES INC	1.14K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	1.10K	Jun 30, 26	+1.10K	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	1.05K	Jun 30, 26	-13.45K	0.00%
Global Retirement Partners, LLC	844	Jun 30, 26	+844	0.00%
Ancora Advisors, LLC	800	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	658	Jun 30, 26	+658	0.00%
UBS Group AG	595	Jun 30, 26	+595	0.00%
TOMPKINS FINANCIAL CORP	510	Jun 30, 26	--	0.00%
RAFFA WEALTH MANAGEMENT, LLC	402	Jun 30, 26	-9	0.00%
NBH Bank	380	Jun 30, 26	+380	0.00%
Triumph Capital Management	200	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	184	Jun 30, 26	--	0.00%
AE Wealth Management LLC	174	Jun 30, 26	+2	0.00%
Investment Research & Advisory Group, Inc.	1	Jun 30, 26	--	0.00%
MGO ONE SEVEN LLC	--	Jun 30, 26	-5.12K	--
Per Stirling Capital Management, LLC.	--	Jun 30, 26	-168.12K	--
MONECO Advisors, LLC	--	Jun 30, 26	-8.90K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-923	--
BROWN ADVISORY INC	--	Jun 30, 26	-4.39K	--
Baer Investment Advisory LLC	--	Jun 30, 26	-328.03K	--
PITTENGER & ANDERSON INC	--	Jun 30, 26	-47	--
Holos Integrated Wealth LLC	--	Jun 30, 26	-31	--
Independent Advisor Alliance	--	Jun 30, 26	-8.11K	--
Advisory Services Network, LLC	--	Jun 30, 26	-387	--
Diversified Portfolios, Inc.	--	Jun 30, 26	-13.80K	--
ASSETMARK, INC	--	Jun 30, 26	-66	--
Princeton Global Asset Management LLC	--	Jun 30, 26	-175	--
Centurion Wealth Management LLC	--	Jun 30, 26	-4.04K	--
HRT FINANCIAL LP	--	Jun 30, 26	-13.35K	--
MAI Capital Management	--	Jun 30, 26	-4.09K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-2.98K	--
YANKCOM Partnership	--	Jun 30, 26	-304	--
Widmann Financial Services, Inc.	--	Jun 30, 26	-4.75K	--
U.S. Capital Wealth Advisors, LLC	69.32K	Mar 31, 26	+2.23K	0.11%
Leo Wealth, LLC	15.29K	Mar 31, 26	+580	0.02%
TruWealth Advisors, LLC	5.09K	Mar 31, 26	+5.09K	0.01%
Sunbelt Securities, Inc.	34	Mar 31, 26	--	0.00%
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%
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%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

39.23M

Jun 30, 26

+6.39M

63.40%

AMERIPRISE FINANCIAL INC

6.22M

Jun 30, 26

+316.02K

10.05%

WELLS FARGO & COMPANY/MN

4.25M

Jun 30, 26

+112.60K

6.87%

BANK OF AMERICA CORP /DE/

3.79M

Jun 30, 26

+228.21K

6.13%

LPL Financial LLC

3.78M

Jun 30, 26

+322.35K

6.10%

FMR LLC

3.03M

Jun 30, 26

-979.12K

4.90%

RAYMOND JAMES FINANCIAL INC

2.52M

Jun 30, 26

+275.15K

4.07%

Prodigy Asset Management LLC

2.28M

Jun 30, 26

-14.02K

3.68%

ADVISOR GROUP HOLDINGS, INC.

2.22M

Jun 30, 26

+153.10K

3.58%

ENVESTNET ASSET MANAGEMENT INC

2.12M

Jun 30, 26

+540.19K

3.43%

PNC FINANCIAL SERVICES GROUP, INC.

1.59M

Jun 30, 26

+297.88K

2.57%

Provenance Wealth Advisors, LLC

1.41M

Jun 30, 26

+3.48K

2.28%

ALPS ADVISORS INC

1.38M

Jun 30, 26

+364.01K

2.23%

Janney Montgomery Scott LLC

1.28M

Jun 30, 26

+61.76K

2.07%

HighTower Advisors, LLC

1.16M

Jun 30, 26

+525.11K

1.87%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

639.22K

Jun 30, 26

-37.16K

1.03%

Cetera Investment Advisers

597.04K

Jun 30, 26

+161.21K

0.96%

Valley Financial Group, Inc.

538.27K

Jun 30, 26

+19.03K

0.87%

Retirement Management Systems Inc.

534.94K

Jun 30, 26

+65.13K

0.86%

Quadcap Wealth Management, LLC

476.94K

Jun 30, 26

+11.65K

0.77%

Spire Wealth Management

472.60K

Jun 30, 26

-2

0.76%

ROYAL BANK OF CANADA

383.30K

Jun 30, 26

+264.94K

0.62%

Coign Capital Advisors LLC

355.31K

Jun 30, 26

+11.89K

0.57%

D.A. DAVIDSON & CO.

336.01K

Jun 30, 26

+44.39K

0.54%

Clear Trail Advisors, LLC

318.61K

Jun 30, 26

+29.89K

0.51%

Mount Yale Investment Advisors, LLC

305.79K

Jun 30, 26

+4.67K

0.49%

COMMONWEALTH EQUITY SERVICES, LLC

290.26K

Jun 30, 26

+31.72K

0.47%

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%

Madrid Wealth Management, LLC

277.62K

Jun 30, 26

+28.46K

0.45%

Sanctuary Advisors, LLC

267.19K

Jun 30, 26

+13.99K

0.43%

STEVENS CAPITAL PARTNERS

266.33K

Jun 30, 26

+30.46K

0.43%

HARBOUR INVESTMENTS, INC.

245.12K

Jun 30, 26

+8.24K

0.40%

Live Oak Investment Partners

242.47K

Jun 30, 26

+7.78K

0.39%

Rockefeller Capital Management L.P.

242.34K

Jun 30, 26

+242.34K

0.39%

Snowden Capital Advisors LLC

241.59K

Jun 30, 26

+16.57K

0.39%

Destiny Wealth Partners, LLC

231.60K

Jun 30, 26

-58.18K

0.37%

GOLDMAN SACHS GROUP INC

222.71K

Jun 30, 26

+85.40K

0.36%

Private Advisor Group, LLC

208.05K

Jun 30, 26

+74.33K

0.34%

Eldridge Investment Advisors, Inc.

206.08K

Jun 30, 26

+68.97K

0.33%

JANE STREET GROUP, LLC

202.28K

Jun 30, 26

+202.28K

0.33%

Systelligence, LLC

192.25K

Jun 30, 26

-12.30K

0.31%

OPPENHEIMER & CO INC

187.21K

Jun 30, 26

+174.02K

0.30%

Asset Allocation Strategies LLC

179.68K

Jun 30, 26

+28.42K

0.29%

Pinion Investment Advisors, LLC

172.41K

Jun 30, 26

+20.59K

0.28%

Balanced Rock Investment Advisor

169.18K

Jun 30, 26

+15.10K

0.27%

Kingsview Wealth Management, LLC

166.96K

Jun 30, 26

+23.46K

0.27%

MML INVESTORS SERVICES, LLC

163.00K

Jun 30, 26

+34.23K

0.26%

Focus Financial Network, Inc.

160.77K

Jun 30, 26

+95.89K

0.26%

CREATIVE FINANCIAL DESIGNS INC /ADV

135.95K

Jun 30, 26

+119.90K

0.22%

OAK FAMILY ADVISORS, LLC

130.87K

Jun 30, 26

+194

0.21%

PRINCIPAL SECURITIES, INC.

127.96K

Jun 30, 26

+9.10K

0.21%

Geneos Wealth Management Inc.

127.68K

Jun 30, 26

+1.45K

0.21%

VICTORY FINANCIAL GROUP, LLC

127.35K

Jun 30, 26

-200.68K

0.21%

Wall Street Financial Group, Inc.

126.73K

Jun 30, 26

-12.25K

0.20%

DRIVE WEALTH MANAGEMENT, LLC

124.76K

Jun 30, 26

+13.37K

0.20%

WNY Asset Management, LLC

124.75K

Jun 30, 26

+28.01K

0.20%

STAGE HARBOR FINANCIAL, LLC

124.47K

Jun 30, 26

+24.07K

0.20%

Ameritas Advisory Services, LLC

122.95K

Jun 30, 26

+57.93K

0.20%

Summit Financial, LLC

118.41K

Jun 30, 26

+10.29K

0.19%

CENTAURUS FINANCIAL, INC.

118.03K

Jun 30, 26

+14.28K

0.19%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

115.74K

Jun 30, 26

+632

0.19%

Blueprint Investment Partners LLC

108.56K

Jun 30, 26

-6.48K

0.18%

Blueprint Financial Advisors LLC

108.56K

Jun 30, 26

-6.48K

0.18%

CI Private Wealth, LLC

97.86K

Jun 30, 26

+33.18K

0.16%

Acorn Wealth Advisors, LLC

97.81K

Jun 30, 26

+14.67K

0.16%

Layline Advisors, LLC

92.56K

Jun 30, 26

+24.79K

0.15%

PCM Encore, LLC

89.77K

Jun 30, 26

+25.13K

0.15%

Diversify Advisory Services, LLC

89.12K

Jun 30, 26

+89.12K

0.14%

DIVERSIFY WEALTH MANAGEMENT, LLC

89.12K

Jun 30, 26

+89.12K

0.14%

CITADEL ADVISORS LLC

89.09K

Jun 30, 26

+28.55K

0.14%

Mariner, LLC

88.97K

Jun 30, 26

-5.22K

0.14%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

82.50K

Jun 30, 26

+357

0.13%

TRUIST FINANCIAL CORP

81.97K

Jun 30, 26

+3.55K

0.13%

Heritage Wealth Management, Inc.

81.74K

Jun 30, 26

+7.71K

0.13%

IFP Advisors, Inc

79.61K

Jun 30, 26

+19.10K

0.13%

Equitable Holdings, Inc.

76.53K

Jun 30, 26

+19.11K

0.12%

Advisory Resource Group

75.88K

Jun 30, 26

-849

0.12%

Beacon Bridge Wealth Partners, LLC

73.94K

Jun 30, 26

-1.68K

0.12%

SRS Capital Advisors, Inc.

73.14K

Jun 30, 26

+73.14K

0.12%

Savvy Advisors, Inc.

71.85K

Jun 30, 26

+71.85K

0.12%

OLD MISSION CAPITAL LLC

71.49K

Jun 30, 26

+71.49K

0.12%

NewEdge Advisors, LLC

67.06K

Jun 30, 26

-5.64K

0.11%

FIFTH THIRD SECURITIES, INC.

67.03K

Jun 30, 26

+3.54K

0.11%

CAP Partners, LLC

65.93K

Jun 30, 26

+65.93K

0.11%

Bank of New York Mellon Corp

63.60K

Jun 30, 26

+1.26K

0.10%

Peak Planning Group, LLC

62.28K

Jun 30, 26

-25

0.10%

STIFEL FINANCIAL CORP

61.00K

Jun 30, 26

+7.00K

0.10%

Merit Financial Group, LLC

58.69K

Jun 30, 26

+13.94K

0.09%

FOUNDERS FINANCIAL SECURITIES LLC

58.25K

Jun 30, 26

+993

0.09%

FIFTH THIRD BANCORP

57.18K

Jun 30, 26

+3.88K

0.09%

Atria Investments, Inc

57.07K

Jun 30, 26

+21.56K

0.09%

Gladstone Institutional Advisory LLC

56.71K

Jun 30, 26

+5.89K

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%

Cornerstone Wealth Management, LLC

50.77K

Jun 30, 26

+160

0.08%

JONES FINANCIAL COMPANIES LLLP

47.58K

Jun 30, 26

+33.01K

0.08%

Members Trust Co

45.08K

Jun 30, 26

+9.16K

0.07%

Evergreen Wealth Partners LLC

44.73K

Jun 30, 26

+13.48K

0.07%

Cambridge Investment Research Advisors, Inc.

44.70K

Jun 30, 26

+14.72K

0.07%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

42.84K

Jun 30, 26

-138

0.07%

Holistic Planning, LLC

41.02K

Jun 30, 26

+2.40K

0.07%

Envestnet Portfolio Solutions, Inc.

36.61K

Jun 30, 26

+2.68K

0.06%

Trademark Financial Management, LLC

33.27K

Jun 30, 26

-34.01K

0.05%

SeaCrest Wealth Management, LLC

32.95K

Jun 30, 26

+5.30K

0.05%

Kestra Advisory Services, LLC

31.25K

Jun 30, 26

+12.08K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

29.86K

Jun 30, 26

-10.46K

0.05%

Investment Partners Asset Management, Inc.

29.59K

Jun 30, 26

+1.18K

0.05%

Gross & Hartman Investments LLC

26.38K

Jun 30, 26

+1.46K

0.04%

MidAtlantic Capital Management, Inc.

25.93K

Jun 30, 26

-126

0.04%

Helium Advisors LLC

24.65K

Jun 30, 26

+14.06K

0.04%

Asset One Wealth Management LLC

24.32K

Jun 30, 26

-1.57K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.66K

Jun 30, 26

+23.66K

0.04%

Steward Partners Investment Advisory, LLC

22.14K

Jun 30, 26

+1.68K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

21.98K

Jun 30, 26

-6.75K

0.04%

KPP Advisory Services LLC

19.63K

Jun 30, 26

+2.37K

0.03%

KWB Wealth

19.62K

Jun 30, 26

+19.62K

0.03%

Opal Wealth Advisors, LLC

19.33K

Jun 30, 26

0.03%

Western Wealth Management, LLC

18.84K

Jun 30, 26

-225.35K

0.03%

Stratos Wealth Partners, LTD.

18.71K

Jun 30, 26

+713

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%

Horizon Wealth Management, LLC

16.54K

Jun 30, 26

-224.16K

0.03%

RENAISSANCE TECHNOLOGIES LLC

16.50K

Jun 30, 26

-12.80K

0.03%

Miller Financial Services LLC

16.08K

Jun 30, 26

+1.07K

0.03%

Tulsa Wealth Advisors, INC

15.85K

Jun 30, 26

-3.17K

0.03%

MOSAIC FINANCIAL GROUP, LLC

15.84K

Jun 30, 26

+120

0.03%

Meadowbrook Advisors Group, LLC

14.81K

Jun 30, 26

+14.81K

0.02%

Cerity Partners LLC

14.53K

Jun 30, 26

0.02%

WCG Wealth Advisors LLC

13.80K

Jun 30, 26

+2.17K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

13.74K

Jun 30, 26

+7.26K

0.02%

Vestmark Advisory Solutions, Inc.

12.51K

Jun 30, 26

+12.51K

0.02%

OneAscent Financial Services LLC

12.33K

Jun 30, 26

+272

0.02%

CATALYST FINANCIAL PARTNERS LLC

12.00K

Jun 30, 26

+2.00K

0.02%

IFG Advisory, LLC

11.73K

Jun 30, 26

+11.73K

0.02%

STUDIO INVESTMENT MANAGEMENT LLC

11.43K

Jun 30, 26

+3.27K

0.02%

Strategic Financial Concepts, LLC

11.34K

Jun 30, 26

-1.83K

0.02%

SUMMIT WEALTH GROUP LLC / CO

11.18K

Jun 30, 26

+11.18K

0.02%

Integrated Wealth Concepts LLC

10.88K

Jun 30, 26

+182

0.02%

LVW Advisors, LLC

10.59K

Jun 30, 26

+10.59K

0.02%

Dynamic Advisor Solutions LLC

10.48K

Jun 30, 26

-487

0.02%

PENNEY FINANCIAL, LLC

8.97K

Jun 30, 26

-130.05K

0.01%

Breakwater Capital Group

8.86K

Jun 30, 26

+304

0.01%

Beacon Financial Advisory LLC

8.62K

Jun 30, 26

-2.05K

0.01%

PROSPERITY BANCSHARES INC

8.60K

Jun 30, 26

-1.18K

0.01%

STRATEGIC PLANNING GROUP, LLC

8.28K

Jun 30, 26

-1.53K

0.01%

COZAD ASSET MANAGEMENT INC

7.82K

Jun 30, 26

+7.82K

0.01%

Split Rock Private Trading & Wealth Management, LLC

7.59K

Jun 30, 26

-7.68K

0.01%

Waverly Advisors, LLC

7.36K

Jun 30, 26

+7.36K

0.01%

MARINO, STRAM & ASSOCIATES LLC

6.74K

Jun 30, 26

+91

0.01%

YOUNGS ADVISORY GROUP, INC.

6.40K

Jun 30, 26

+6.40K

0.01%

Centerpoint Advisory Group

6.32K

Jun 30, 26

0.01%

EAGLE ROCK INVESTMENT COMPANY, LLC

6.31K

Jun 30, 26

0.01%

NICOLET BANKSHARES INC

6.28K

Jun 30, 26

+6.28K

0.01%

MMA ASSET MANAGEMENT LLC

5.95K

Jun 30, 26

+163

0.01%

JPMORGAN CHASE & CO

5.83K

Jun 30, 26

-782

0.01%

Farther Finance Advisors, LLC

5.77K

Jun 30, 26

+54

0.01%

Zhang Financial LLC

5.75K

Jun 30, 26

0.01%

TCFG Investment Advisors, LLC

5.24K

Jun 30, 26

+5.24K

0.01%

CIBC Bancorp USA Inc.

4.76K

Jun 30, 26

-10

0.01%

Arkadios Wealth Advisors

4.74K

Jun 30, 26

+4.74K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.65K

Jun 30, 26

-201

0.01%

RASP WEALTH SOLUTIONS, LLC

4.13K

Jun 30, 26

+4.13K

0.01%

Empirical Asset Management, LLC

4.02K

Jun 30, 26

+48

0.01%

Barnes Dennig Private Wealth Management LLC

3.76K

Jun 30, 26

+496

0.01%

Meramec Financial Planners, LLC

1.73K

Jun 30, 26

+1.73K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.73K

Jun 30, 26

+204

0.00%

N.E.W. Advisory Services LLC

1.45K

Jun 30, 26

-322

0.00%

Allworth Financial LP

1.43K

Jun 30, 26

+821

0.00%

RHL GROUP, LLC

1.43K

Jun 30, 26

+391

0.00%

Cornerstone Financial Management LLC

1.38K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.23K

Jun 30, 26

-317

0.00%

MONTAG A & ASSOCIATES INC

1.14K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

1.10K

Jun 30, 26

+1.10K

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

1.05K

Jun 30, 26

-13.45K

0.00%

Global Retirement Partners, LLC

844

Jun 30, 26

+844

0.00%

Ancora Advisors, LLC

800

Jun 30, 26

0.00%

Continuum Advisory, LLC

658

Jun 30, 26

+658

0.00%

UBS Group AG

595

Jun 30, 26

+595

0.00%

TOMPKINS FINANCIAL CORP

510

Jun 30, 26

0.00%

RAFFA WEALTH MANAGEMENT, LLC

402

Jun 30, 26

-9

0.00%

NBH Bank

380

Jun 30, 26

+380

0.00%

Triumph Capital Management

200

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

184

Jun 30, 26

0.00%

AE Wealth Management LLC

174

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

Jun 30, 26

0.00%

MGO ONE SEVEN LLC

Jun 30, 26

-5.12K

Per Stirling Capital Management, LLC.

Jun 30, 26

-168.12K

MONECO Advisors, LLC

Jun 30, 26

-8.90K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-923

BROWN ADVISORY INC

Jun 30, 26

-4.39K

Baer Investment Advisory LLC

Jun 30, 26

-328.03K

PITTENGER & ANDERSON INC

Jun 30, 26

-47

Holos Integrated Wealth LLC

Jun 30, 26

-31

Independent Advisor Alliance

Jun 30, 26

-8.11K

Advisory Services Network, LLC

Jun 30, 26

-387

Diversified Portfolios, Inc.

Jun 30, 26

-13.80K

ASSETMARK, INC

Jun 30, 26

-66

Princeton Global Asset Management LLC

Jun 30, 26

-175

Centurion Wealth Management LLC

Jun 30, 26

-4.04K

HRT FINANCIAL LP

Jun 30, 26

-13.35K

MAI Capital Management

Jun 30, 26

-4.09K

Clarity Asset Management, Inc.

Jun 30, 26

-2.98K

YANKCOM Partnership

Jun 30, 26

-304

Widmann Financial Services, Inc.

Jun 30, 26

-4.75K

U.S. Capital Wealth Advisors, LLC

69.32K

Mar 31, 26

+2.23K

0.11%

Leo Wealth, LLC

15.29K

Mar 31, 26

+580

0.02%

TruWealth Advisors, LLC

5.09K

Mar 31, 26

+5.09K

0.01%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

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%

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%