EZU(EZU)
EZU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 14.28M | Jun 30, 26 | +2.41M | 10.31% |
| FMR LLC | 13.93M | Jun 30, 26 | +4.15K | 10.06% |
| BlackRock, Inc. | 9.43M | Jun 30, 26 | -787.00K | 6.81% |
| BANK OF AMERICA CORP /DE/ | 8.68M | Jun 30, 26 | +141.70K | 6.27% |
| GOLDMAN SACHS GROUP INC | 8.28M | Jun 30, 26 | +52.05K | 5.98% |
| TD ASSET MANAGEMENT INC | 6.22M | Jun 30, 26 | +552.50K | 4.49% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.03M | Jun 30, 26 | -87.82K | 2.91% |
| MORGAN STANLEY | 3.70M | Jun 30, 26 | +25.61K | 2.67% |
| Fisher Asset Management, LLC | 3.34M | Jun 30, 26 | -78.71K | 2.41% |
| UBS Group AG | 3.19M | Jun 30, 26 | +138.27K | 2.30% |
| Allspring Global Investments Holdings, LLC | 1.40M | Jun 30, 26 | -437.14K | 1.01% |
| ALLIANZ SE | 999.51K | Jun 30, 26 | +13.05K | 0.72% |
| AMERIPRISE FINANCIAL INC | 922.87K | Jun 30, 26 | -78.71K | 0.67% |
| MATAURO, LLC | 921.61K | Jun 30, 26 | +21.54K | 0.67% |
| WELLS FARGO & COMPANY/MN | 864.89K | Jun 30, 26 | -16.05K | 0.62% |
| CSM Advisors, LLC | 720.82K | Jun 30, 26 | -- | 0.52% |
| PGIM Custom Harvest LLC | 717.82K | Jun 30, 26 | +214.16K | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 644.63K | Jun 30, 26 | +7.36K | 0.47% |
| JPMORGAN CHASE & CO | 587.30K | Jun 30, 26 | -42.83K | 0.42% |
| LPL Financial LLC | 487.77K | Jun 30, 26 | -109.40K | 0.35% |
| Bizma Investimentos Ltda | 451.75K | Jun 30, 26 | -- | 0.33% |
| BANK OF MONTREAL /CAN/ | 440.65K | Jun 30, 26 | +7.09K | 0.32% |
| PRUDENTIAL PLC | 403.50K | Jun 30, 26 | +403.50K | 0.29% |
| Vontobel Holding Ltd. | 395.61K | Jun 30, 26 | -10.79K | 0.29% |
| Cetera Investment Advisers | 376.55K | Jun 30, 26 | +66.09K | 0.27% |
| WESTWOOD HOLDINGS GROUP INC | 311.99K | Jun 30, 26 | +311.99K | 0.23% |
| Dakota Wealth Management | 289.08K | Jun 30, 26 | +2.10K | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 284.55K | Jun 30, 26 | +16.05K | 0.21% |
| Karpus Management, Inc. | 278.70K | Jun 30, 26 | -1.60K | 0.20% |
| LMCG INVESTMENTS, LLC | 274.33K | Jun 30, 26 | -18.84K | 0.20% |
| Ascent Group, LLC | 249.32K | Jun 30, 26 | +75.17K | 0.18% |
| BANK HAPOALIM BM | 232.20K | Jun 30, 26 | +3.20K | 0.17% |
| Wallington Asset Management, LLC | 229.45K | Jun 30, 26 | -930 | 0.17% |
| SYON CAPITAL LLC | 216.31K | Jun 30, 26 | -6.43K | 0.16% |
| SEARCY FINANCIAL SERVICES INC /ADV | 215.87K | Jun 30, 26 | +294 | 0.16% |
| CONNABLE OFFICE INC | 213.38K | Jun 30, 26 | +3.12K | 0.15% |
| Bank Julius Baer & Co. Ltd, Zurich | 211.30K | Jun 30, 26 | +95.31K | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 202.15K | Jun 30, 26 | -435 | 0.15% |
| Truxt Investmentos Ltda. | 199.24K | Jun 30, 26 | +199.24K | 0.14% |
| Bulltick Wealth Management, LLC | 196.13K | Jun 30, 26 | -48.92K | 0.14% |
| Evolution Wealth Advisors, LLC | 193.26K | Jun 30, 26 | -105.00K | 0.14% |
| Kovitz Investment Group Partners, LLC | 180.02K | Jun 30, 26 | -207.46K | 0.13% |
| CITIGROUP INC | 166.01K | Jun 30, 26 | -37.79K | 0.12% |
| CI Private Wealth, LLC | 162.61K | Jun 30, 26 | -30.35K | 0.12% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 160.15K | Jun 30, 26 | +160.15K | 0.12% |
| SIMON QUICK ADVISORS, LLC | 152.56K | Jun 30, 26 | -642 | 0.11% |
| MML INVESTORS SERVICES, LLC | 149.98K | Jun 30, 26 | +46.24K | 0.11% |
| Federation des caisses Desjardins du Quebec | 148.37K | Jun 30, 26 | +49.62K | 0.11% |
| PARK AVENUE SECURITIES LLC | 146.94K | Jun 30, 26 | +146.94K | 0.11% |
| FIDUCIARY TRUST CO | 144.62K | Jun 30, 26 | -4.62K | 0.10% |
| ACIMA PRIVATE WEALTH, LLC | 139.81K | Jun 30, 26 | +2.14K | 0.10% |
| Sanctuary Advisors, LLC | 131.18K | Jun 30, 26 | +5.33K | 0.09% |
| AMG National Trust Bank | 124.36K | Jun 30, 26 | -6.01K | 0.09% |
| Compagnie Lombard Odier SCmA | 118.18K | Jun 30, 26 | -5.83K | 0.09% |
| Prosperity Consulting Group, LLC | 104.12K | Jun 30, 26 | +1.00K | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 102.26K | Jun 30, 26 | -8.09K | 0.07% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 97.53K | Jun 30, 26 | +8.22K | 0.07% |
| BFI Infinity Ltd. | 95.94K | Jun 30, 26 | +3.99K | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 94.79K | Jun 30, 26 | -325.05K | 0.07% |
| LCW Services, LLC | 92.51K | Jun 30, 26 | +5.55K | 0.07% |
| Rathbones Group PLC | 90.97K | Jun 30, 26 | -12.00K | 0.07% |
| Prospera Financial Services Inc | 86.24K | Jun 30, 26 | +8.53K | 0.06% |
| Climber Capital SA | 86.24K | Jun 30, 26 | -- | 0.06% |
| Rockefeller Capital Management L.P. | 84.46K | Jun 30, 26 | +18.21K | 0.06% |
| Finley Financial, LLC | 82.56K | Jun 30, 26 | -- | 0.06% |
| NOTTINGHAM ADVISORS, INC. | 79.90K | Jun 30, 26 | +703 | 0.06% |
| Graham Capital Management, L.P. | 72.30K | Jun 30, 26 | +72.30K | 0.05% |
| SCOTIA CAPITAL INC. | 71.23K | Jun 30, 26 | -14.20K | 0.05% |
| HANCOCK WHITNEY CORP | 70.92K | Jun 30, 26 | -- | 0.05% |
| Pictet North America Advisors SA | 68.85K | Jun 30, 26 | -- | 0.05% |
| Arrow Investment Advisors, LLC | 68.42K | Jun 30, 26 | -1.23K | 0.05% |
| Quantinno Capital Management LP | 65.93K | Jun 30, 26 | -11.36K | 0.05% |
| Evelyn Partners Group Ltd | 63.24K | Jun 30, 26 | +63.24K | 0.05% |
| UBS ASSET MANAGEMENT AMERICAS INC | 62.40K | Jun 30, 26 | -328.48K | 0.05% |
| Galvin, Gaustad & Stein, LLC | 61.53K | Jun 30, 26 | +61.53K | 0.04% |
| SageView Advisory Group, LLC | 60.90K | Jun 30, 26 | +15.75K | 0.04% |
| Brinker Capital Investments, LLC | 60.29K | Jun 30, 26 | +22.58K | 0.04% |
| TRUIST FINANCIAL CORP | 59.63K | Jun 30, 26 | +154 | 0.04% |
| Dorsey Wright & Associates | 59.53K | Jun 30, 26 | -48.28K | 0.04% |
| Russell Investments Group, Ltd. | 58.20K | Jun 30, 26 | +1.67K | 0.04% |
| Cerity Partners LLC | 56.91K | Jun 30, 26 | +20.79K | 0.04% |
| Endowment Wealth Management, Inc. | 56.25K | Jun 30, 26 | +4.36K | 0.04% |
| Csenge Advisory Group | 53.13K | Jun 30, 26 | +5.00K | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 52.98K | Jun 30, 26 | +46.45K | 0.04% |
| STIFEL FINANCIAL CORP | 52.80K | Jun 30, 26 | +4.38K | 0.04% |
| Bleakley Financial Group, LLC | 51.88K | Jun 30, 26 | +3.37K | 0.04% |
| Arkadios Wealth Advisors | 47.60K | Jun 30, 26 | +10.52K | 0.03% |
| HighTower Advisors, LLC | 45.94K | Jun 30, 26 | -5.71K | 0.03% |
| BARINGS LLC | 45.82K | Jun 30, 26 | -53.62K | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45.18K | Jun 30, 26 | +11.68K | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 45.12K | Jun 30, 26 | -5.84K | 0.03% |
| Farther Finance Advisors, LLC | 44.95K | Jun 30, 26 | +16.04K | 0.03% |
| Global Retirement Partners, LLC | 44.42K | Jun 30, 26 | +44.42K | 0.03% |
| INSIGNEO ADVISORY SERVICES, LLC | 44.25K | Jun 30, 26 | +1.71K | 0.03% |
| BRASADA CAPITAL MANAGEMENT, LP | 41.20K | Jun 30, 26 | -- | 0.03% |
| Caitlin John, LLC | 39.85K | Jun 30, 26 | +19.26K | 0.03% |
| Blueprint Financial Advisors LLC | 39.38K | Jun 30, 26 | -- | 0.03% |
| Blueprint Investment Partners LLC | 39.38K | Jun 30, 26 | -- | 0.03% |
| FRANKLIN RESOURCES INC | 35.91K | Jun 30, 26 | -20.09K | 0.03% |
| Hudson Portfolio Management LLC | 35.50K | Jun 30, 26 | -140 | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 34.53K | Jun 30, 26 | +4.00K | 0.02% |
| Mariner, LLC | 34.29K | Jun 30, 26 | -2.21K | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 33.77K | Jun 30, 26 | +12.96K | 0.02% |
| MV CAPITAL MANAGEMENT, INC. | 33.51K | Jun 30, 26 | -30.94K | 0.02% |
| HSBC HOLDINGS PLC | 32.77K | Jun 30, 26 | -963 | 0.02% |
| IFP Advisors, Inc | 31.49K | Jun 30, 26 | +1.47K | 0.02% |
| PRINCIPAL SECURITIES, INC. | 31.38K | Jun 30, 26 | +10.65K | 0.02% |
| Columbus Macro, LLC | 29.69K | Jun 30, 26 | +81 | 0.02% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29.62K | Jun 30, 26 | -8.05K | 0.02% |
| Interchange Capital Partners, LLC | 28.16K | Jun 30, 26 | -8.10K | 0.02% |
| Ballew Advisors, Inc | 27.79K | Jun 30, 26 | +151 | 0.02% |
| Pathstone Holdings, LLC | 27.78K | Jun 30, 26 | +27.78K | 0.02% |
| Legacy Capital Group California, Inc. | 27.27K | Jun 30, 26 | +2.95K | 0.02% |
| Betterment LLC | 27.02K | Jun 30, 26 | +907 | 0.02% |
| Community Bank, N.A. | 25.21K | Jun 30, 26 | -35 | 0.02% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 25.06K | Jun 30, 26 | -- | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 25.00K | Jun 30, 26 | -- | 0.02% |
| Garde Capital, Inc. | 23.97K | Jun 30, 26 | -- | 0.02% |
| Transamerica Financial Advisors, Inc. | 23.86K | Jun 30, 26 | -3.58K | 0.02% |
| COMPASS CAPITAL CORP /MA/ /ADV | 22.51K | Jun 30, 26 | +14.96K | 0.02% |
| Sierra Capital LLC | 22.50K | Jun 30, 26 | +51 | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21.90K | Jun 30, 26 | -5.04K | 0.02% |
| TRUE Private Wealth Advisors | 21.73K | Jun 30, 26 | +893 | 0.02% |
| Conservest Capital Advisors, Inc. | 21.41K | Jun 30, 26 | +310 | 0.02% |
| MMBG INVESTMENT ADVISORS CO. | 21.23K | Jun 30, 26 | -- | 0.02% |
| ACCESS FINANCIAL SERVICES, INC. | 21.21K | Jun 30, 26 | -34 | 0.02% |
| Sequoia Financial Advisors, LLC | 21.21K | Jun 30, 26 | -636 | 0.02% |
| Rehmann Capital Advisory Group | 20.03K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 19.79K | Jun 30, 26 | -3.60K | 0.01% |
| SSA SWISS ADVISORS AG | 19.69K | Jun 30, 26 | -1.18K | 0.01% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 18.92K | Jun 30, 26 | +468 | 0.01% |
| Sterling Investment Counsel, LLC | 18.62K | Jun 30, 26 | +1.71K | 0.01% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 18.20K | Jun 30, 26 | +18.00K | 0.01% |
| Sentinel Advisory Group, LLC | 18.09K | Jun 30, 26 | -188 | 0.01% |
| BECKER CAPITAL MANAGEMENT INC | 17.71K | Jun 30, 26 | -- | 0.01% |
| WBH ADVISORY INC | 17.51K | Jun 30, 26 | -60 | 0.01% |
| Carrera Capital Advisors | 16.04K | Jun 30, 26 | -114 | 0.01% |
| Smithfield Trust Co | 15.89K | Jun 30, 26 | -203 | 0.01% |
| POWER WEALTH MANAGEMENT LLC | 15.71K | Jun 30, 26 | +15.71K | 0.01% |
| Creative Planning | 15.58K | Jun 30, 26 | +1.15K | 0.01% |
| SG Americas Securities, LLC | 15.45K | Jun 30, 26 | +7.99K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.98K | Jun 30, 26 | +198 | 0.01% |
| Paradigm Financial Partners, LLC | 14.58K | Jun 30, 26 | +11.21K | 0.01% |
| Quantbot Technologies LP | 14.52K | Jun 30, 26 | +14.52K | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 14.47K | Jun 30, 26 | -241.55K | 0.01% |
| NewEdge Advisors, LLC | 14.34K | Jun 30, 26 | -22.46K | 0.01% |
| Ausdal Financial Partners, Inc. | 13.99K | Jun 30, 26 | +1.32K | 0.01% |
| EFG International AG | 13.90K | Jun 30, 26 | +1.07K | 0.01% |
| TPG Financial Advisors, LLC | 13.38K | Jun 30, 26 | +3.38K | 0.01% |
| CITADEL ADVISORS LLC | 13.26K | Jun 30, 26 | +2.06K | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.09K | Jun 30, 26 | -2.29K | 0.01% |
| Upper Left Wealth Management, LLC | 12.68K | Jun 30, 26 | +1.73K | 0.01% |
| Private Wealth Advisors, LLC | 12.65K | Jun 30, 26 | -- | 0.01% |
| Nuveen, LLC | 12.36K | Jun 30, 26 | +12.36K | 0.01% |
| Advisors Capital Management, LLC | 12.08K | Jun 30, 26 | +12.08K | 0.01% |
| VestGen Advisors, LLC | 11.62K | Jun 30, 26 | -213 | 0.01% |
| First Growth Capital LLC | 11.54K | Jun 30, 26 | +11.54K | 0.01% |
| Bank of New York Mellon Corp | 11.43K | Jun 30, 26 | +1.20K | 0.01% |
| Equitable Holdings, Inc. | 11.42K | Jun 30, 26 | +748 | 0.01% |
| Colony Group, LLC | 11.41K | Jun 30, 26 | -12.50K | 0.01% |
| Laffer Tengler Investments | 11.23K | Jun 30, 26 | -- | 0.01% |
| Merit Financial Group, LLC | 11.19K | Jun 30, 26 | +6.92K | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 11.11K | Jun 30, 26 | +1.31K | 0.01% |
| Hanlon Investment Management, Inc. | 11.04K | Jun 30, 26 | +194 | 0.01% |
| Savant Capital, LLC | 10.90K | Jun 30, 26 | +4.81K | 0.01% |
| BLALOCK WILLIAMS, LLC | 10.73K | Jun 30, 26 | +457 | 0.01% |
| Summit Financial, LLC | 10.71K | Jun 30, 26 | -2.41K | 0.01% |
| Steward Partners Investment Advisory, LLC | 10.59K | Jun 30, 26 | -4.95K | 0.01% |
| OLD NATIONAL BANCORP /IN/ | 10.13K | Jun 30, 26 | -2.25K | 0.01% |
| Banco Santander, S.A. | 10.12K | Jun 30, 26 | -824 | 0.01% |
| Wealthfront Advisers LLC | 10.12K | Jun 30, 26 | -1.59K | 0.01% |
| Legacy Advisors, LLC | 10.00K | Jun 30, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 9.88K | Jun 30, 26 | +2.14K | 0.01% |
| Harel Insurance Investments & Financial Services Ltd. | 9.83K | Jun 30, 26 | +3.22K | 0.01% |
| Amundi | 9.60K | Jun 30, 26 | -324 | 0.01% |
| Gateway Wealth Partners, LLC | 9.52K | Jun 30, 26 | +4.52K | 0.01% |
| Americana Partners, LLC | 9.47K | Jun 30, 26 | +2.82K | 0.01% |
| BBR PARTNERS, LLC | 9.45K | Jun 30, 26 | -786 | 0.01% |
| Brown Miller Wealth Management, LLC | 9.22K | Jun 30, 26 | +572 | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 9.22K | Jun 30, 26 | +572 | 0.01% |
| Synergy Investment Management, LLC | 9.16K | Jun 30, 26 | +9.16K | 0.01% |
| AMJ Financial Wealth Management | 9.01K | Jun 30, 26 | -- | 0.01% |
| VisionPoint Advisory Group, LLC | 8.96K | Jun 30, 26 | +900 | 0.01% |
| Goodman Financial Corp | 8.87K | Jun 30, 26 | -259.64K | 0.01% |
| AWM CAPITAL, LLC | 8.29K | Jun 30, 26 | +110 | 0.01% |
| Pensionmark Financial Group, LLC | 7.72K | Jun 30, 26 | -583 | 0.01% |
| Clearstead Advisors, LLC | 7.55K | Jun 30, 26 | -7.50K | 0.01% |
| Waverly Advisors, LLC | 7.49K | Jun 30, 26 | -776 | 0.01% |
| United Asset Strategies, Inc. | 7.48K | Jun 30, 26 | +470 | 0.01% |
| MAI Capital Management | 7.42K | Jun 30, 26 | +4.98K | 0.01% |
| Beaumont Financial Advisors, LLC | 7.27K | Jun 30, 26 | -- | 0.01% |
| MEITAV INVESTMENT HOUSE LTD | 7.21K | Jun 30, 26 | +7.21K | 0.01% |
| Perigon Wealth Management, LLC | 7.09K | Jun 30, 26 | +1.84K | 0.01% |
| Kestra Advisory Services, LLC | 6.99K | Jun 30, 26 | -557 | 0.01% |
| OpenArc Corporate Advisory, LLC | 6.97K | Jun 30, 26 | -679 | 0.01% |
| GUERRA PAN ADVISORS, LLC | 6.89K | Jun 30, 26 | -279 | 0.00% |
| SRS Capital Advisors, Inc. | 6.78K | Jun 30, 26 | -636 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 6.72K | Jun 30, 26 | +15 | 0.00% |
| Prossimo Advisors, LLC | 6.57K | Jun 30, 26 | +718 | 0.00% |
| SEI INVESTMENTS CO | 6.42K | Jun 30, 26 | +359 | 0.00% |
| Financial Alternatives, Inc | 6.40K | Jun 30, 26 | -- | 0.00% |
| Accelerate Investment Advisors LLC | 6.35K | Jun 30, 26 | +6.35K | 0.00% |
| CHOREO, LLC | 6.09K | Jun 30, 26 | +52 | 0.00% |
| TCG Advisory Services, LLC | 5.97K | Jun 30, 26 | +5.97K | 0.00% |
| Apollon Wealth Management, LLC | 5.94K | Jun 30, 26 | +1.02K | 0.00% |
| REGIONS FINANCIAL CORP | 5.71K | Jun 30, 26 | +845 | 0.00% |
| GHP Investment Advisors, Inc. | 5.71K | Jun 30, 26 | -- | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.68K | Jun 30, 26 | +2.17K | 0.00% |
| Joel Isaacson & Co., LLC | 5.60K | Jun 30, 26 | +97 | 0.00% |
| BLAIR WILLIAM & CO/IL | 5.40K | Jun 30, 26 | -527 | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 5.20K | Jun 30, 26 | -62 | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | 5.16K | Jun 30, 26 | +5.16K | 0.00% |
| Pinkerton Retirement Specialists, LLC | 5.14K | Jun 30, 26 | +5.14K | 0.00% |
| Fortitude Advisory Group L.L.C. | 5.12K | Jun 30, 26 | +640 | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5.10K | Jun 30, 26 | +306 | 0.00% |
| Parcion Private Wealth LLC | 5.09K | Jun 30, 26 | +28 | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 5.08K | Jun 30, 26 | -1.12K | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 5.05K | Jun 30, 26 | +4.22K | 0.00% |
| Strategic Blueprint, LLC | 4.91K | Jun 30, 26 | -210 | 0.00% |
| United Advisor Group, LLC | 4.88K | Jun 30, 26 | -- | 0.00% |
| Private Advisor Group, LLC | 4.78K | Jun 30, 26 | -101 | 0.00% |
| ARRIEN INVESTMENTS, INC. | 4.76K | Jun 30, 26 | -349 | 0.00% |
| Integrated Wealth Concepts LLC | 4.74K | Jun 30, 26 | +1.33K | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 4.73K | Jun 30, 26 | +1.00K | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 4.69K | Jun 30, 26 | -478 | 0.00% |
| Retirement Planning Group | 4.57K | Jun 30, 26 | -- | 0.00% |
| CALTON & ASSOCIATES, INC. | 4.55K | Jun 30, 26 | -38 | 0.00% |
| SHARPEPOINT LLC | 4.52K | Jun 30, 26 | +78 | 0.00% |
| Arkos Global Advisors | 4.45K | Jun 30, 26 | -2.60K | 0.00% |
| Meridian Wealth Management, LLC | 4.44K | Jun 30, 26 | -123 | 0.00% |
| Advyzon Investment Management, LLC | 4.36K | Jun 30, 26 | +4.36K | 0.00% |
| Stone Point Wealth LLC | 4.30K | Jun 30, 26 | -7 | 0.00% |
| Squarepoint Ops LLC | 4.29K | Jun 30, 26 | -48.13K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 4.23K | Jun 30, 26 | +4.23K | 0.00% |
| Cardinal Point Capital Management, ULC | 4.11K | Jun 30, 26 | -- | 0.00% |
| Vestmark Advisory Solutions, Inc. | 4.10K | Jun 30, 26 | -- | 0.00% |
| Mount Yale Investment Advisors, LLC | 4.10K | Jun 30, 26 | -- | 0.00% |
| Simplicity Wealth,LLC | 4.00K | Jun 30, 26 | +4.00K | 0.00% |
| Boreal Capital Management LLC | 4.00K | Jun 30, 26 | -- | 0.00% |
| Hexagon Capital Partners LLC | 4.00K | Jun 30, 26 | -- | 0.00% |
| Destiny Capital Corp/CO | 3.99K | Jun 30, 26 | -- | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.89K | Jun 30, 26 | +3.89K | 0.00% |
| Midwest Trust Co | 3.88K | Jun 30, 26 | +400 | 0.00% |
| MONOGRAPH WEALTH ADVISORS, LLC | 3.80K | Jun 30, 26 | -- | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 3.79K | Jun 30, 26 | +3.79K | 0.00% |
| Robertson Stephens Wealth Management, LLC | 3.79K | Jun 30, 26 | +44 | 0.00% |
| Union Bancaire Privee, UBP SA | 3.77K | Jun 30, 26 | -- | 0.00% |
| WHITE PINE CAPITAL LLC | 3.71K | Jun 30, 26 | -373 | 0.00% |
| Parallel Advisors, LLC | 3.61K | Jun 30, 26 | -90 | 0.00% |
| Lido Advisors, LLC | 3.60K | Jun 30, 26 | -596 | 0.00% |
| Miracle Mile Advisors, LLC | 3.56K | Jun 30, 26 | +3.56K | 0.00% |
| Moss Adams Wealth Advisors LLC | 3.53K | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 3.49K | Jun 30, 26 | +3.49K | 0.00% |
| Atria Investments, Inc | 3.47K | Jun 30, 26 | +3.47K | 0.00% |
| Addison Advisors LLC | 3.32K | Jun 30, 26 | -- | 0.00% |
| Shira Ridge Wealth Management | 3.30K | Jun 30, 26 | +105 | 0.00% |
| MATTERN CAPITAL MANAGEMENT, LLC | 3.28K | Jun 30, 26 | -- | 0.00% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 3.25K | Jun 30, 26 | +3.25K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.25K | Jun 30, 26 | -796 | 0.00% |
| NORTHERN TRUST CORP | 3.22K | Jun 30, 26 | -430 | 0.00% |
| Family Management Corp | 3.21K | Jun 30, 26 | -- | 0.00% |
| Balance Wealth, LLC | 3.21K | Jun 30, 26 | -186 | 0.00% |
| FIRST NATIONAL BANK OF OMAHA | 3.15K | Jun 30, 26 | +3.15K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 3.15K | Jun 30, 26 | -- | 0.00% |
| M&T BANK CORP | 3.15K | Jun 30, 26 | +3.15K | 0.00% |
| Valeo Financial Advisors, LLC | 3.14K | Jun 30, 26 | +3.14K | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 3.11K | Jun 30, 26 | -269 | 0.00% |
| Francis Financial, Inc. | 3.10K | Jun 30, 26 | +3.10K | 0.00% |
| Aaron Wealth Advisors LLC | 3.09K | Jun 30, 26 | +3.09K | 0.00% |
| Kingstone Capital Partners Texas, LLC | 3.06K | Jun 30, 26 | +3.06K | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2.96K | Jun 30, 26 | +2.96K | 0.00% |
| GUYASUTA INVESTMENT ADVISORS INC | 2.94K | Jun 30, 26 | +2.94K | 0.00% |
| AMERIFLEX GROUP, INC. | 2.85K | Jun 30, 26 | +83 | 0.00% |
| US BANCORP \DE\ | 2.55K | Jun 30, 26 | +436 | 0.00% |
| Geneos Wealth Management Inc. | 2.44K | Jun 30, 26 | -- | 0.00% |
| DEUTSCHE BANK AG\ | 2.25K | Jun 30, 26 | +1.00K | 0.00% |
| 3 FACTOR INDEXING, LLC | 2.19K | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 2.13K | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 2.00K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.85K | Jun 30, 26 | +522 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.84K | Jun 30, 26 | -6.25K | 0.00% |
| GFS Advisors, LLC | 1.68K | Jun 30, 26 | +1.68K | 0.00% |
| Citizens National Bank Trust Department | 1.65K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 1.64K | Jun 30, 26 | +65 | 0.00% |
| SIGNATUREFD, LLC | 1.61K | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 1.59K | Jun 30, 26 | +1 | 0.00% |
| Bangor Savings Bank | 1.56K | Jun 30, 26 | -- | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 1.56K | Jun 30, 26 | -570 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 1.47K | Jun 30, 26 | -78 | 0.00% |
| Private Wealth Management Group, LLC | 1.32K | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.20K | Jun 30, 26 | -- | 0.00% |
| EASTERN BANK | 1.18K | Jun 30, 26 | -514 | 0.00% |
| Smartleaf Asset Management LLC | 1.17K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 998 | Jun 30, 26 | -462 | 0.00% |
| AE Wealth Management LLC | 968 | Jun 30, 26 | +635 | 0.00% |
| TD Waterhouse Canada Inc. | 918 | Jun 30, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 909 | Jun 30, 26 | +146 | 0.00% |
| Institute for Wealth Management, LLC. | 865 | Jun 30, 26 | +865 | 0.00% |
| Roble, Belko & Company, Inc | 738 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 720 | Jun 30, 26 | +720 | 0.00% |
| AdvisorNet Financial, Inc | 625 | Jun 30, 26 | -- | 0.00% |
| Grove Bank & Trust | 601 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 593 | Jun 30, 26 | +10 | 0.00% |
| Breakwater Investment Management | 577 | Jun 30, 26 | -- | 0.00% |
| Curat Global, LLC | 547 | Jun 30, 26 | -- | 0.00% |
| Miller Capital Partners, Inc. | 522 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Bay Harbor Wealth Management, LLC | 497 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 458 | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 458 | Jun 30, 26 | -- | 0.00% |
| LGT Financial Advisors LLC | 437 | Jun 30, 26 | -284 | 0.00% |
| IFG Advisory, LLC | 436 | Jun 30, 26 | +436 | 0.00% |
| Aptus Capital Advisors, LLC | 419 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 408 | Jun 30, 26 | +190 | 0.00% |
| Leo H. Evart, Inc. | 385 | Jun 30, 26 | -21 | 0.00% |
| Cassaday & Co Wealth Management LLC | 376 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 350 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 321 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 318 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 300 | Jun 30, 26 | +300 | 0.00% |
| Chung Wu Investment Group, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 296 | Jun 30, 26 | +296 | 0.00% |
| WEBSTER BANK, N. A. | 290 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 278 | Jun 30, 26 | +1 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 265 | Jun 30, 26 | +265 | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 251 | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 240 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 236 | Jun 30, 26 | +3 | 0.00% |
| Bernard Wealth Management Corp. | 231 | Jun 30, 26 | -- | 0.00% |
| Legacy Bridge, LLC | 215 | Jun 30, 26 | +15 | 0.00% |
| Capital Investment Advisory Services, LLC | 201 | Jun 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 200 | Jun 30, 26 | -10 | 0.00% |
| Medallion Wealth Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| LFA - Lugano Financial Advisors SA | 197 | Jun 30, 26 | -- | 0.00% |
| S&T BANK/PA | 187 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 186 | Jun 30, 26 | +186 | 0.00% |
| Ronald Blue Trust, Inc. | 182 | Jun 30, 26 | +84 | 0.00% |
| Pinnacle Bancorp, Inc. | 178 | Jun 30, 26 | -5 | 0.00% |
| Copia Wealth Management | 164 | Jun 30, 26 | -- | 0.00% |
| ORG Wealth Partners, LLC | 164 | Jun 30, 26 | -- | 0.00% |
| ADIRONDACK TRUST CO | 161 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Planning Strategies Inc. | 145 | Jun 30, 26 | +145 | 0.00% |
| Abound Wealth Management | 131 | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 130 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 115 | Jun 30, 26 | +15 | 0.00% |
| Activest Wealth Management | 115 | Jun 30, 26 | +115 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 98 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 93 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 89 | Jun 30, 26 | +89 | 0.00% |
| Atlantic Union Bankshares Corp | 50 | Jun 30, 26 | -30 | 0.00% |
| Asset Dedication, LLC | 43 | Jun 30, 26 | +43 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 43 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 36 | Jun 30, 26 | +36 | 0.00% |
| Fairman Group, LLC | 36 | Jun 30, 26 | +36 | 0.00% |
| Key FInancial Inc | 26 | Jun 30, 26 | -66 | 0.00% |
| Central Pacific Bank - Trust Division | 18 | Jun 30, 26 | -- | 0.00% |
| Basepoint Wealth LLC | 13 | Jun 30, 26 | +13 | 0.00% |
| Horizon Investments, LLC | 7 | Jun 30, 26 | -11 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 1 | Jun 30, 26 | -- | 0.00% |
| PETRA FINANCIAL ADVISORS INC | -- | Jun 30, 26 | -73.68K | -- |
| SummitTX Capital, L.P. | -- | Jun 30, 26 | -3.40K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -90.25K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -29.07K | -- |
| 1607 Capital Partners, LLC | -- | Jun 30, 26 | -223.75K | -- |
| Nalls Sherbakoff Group, LLC | -- | Jun 30, 26 | -125 | -- |
| IMC-Chicago, LLC | -- | Jun 30, 26 | -3.20K | -- |
| HWG Holdings LP | -- | Jun 30, 26 | -6.31K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -8.09K | -- |
| Gleason Group, Inc. | -- | Jun 30, 26 | -2.02K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -1.13K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -942 | -- |
| GoalVest Advisory LLC | -- | Jun 30, 26 | -262 | -- |
| MARSHALL WACE, LLP | -- | Jun 30, 26 | -55.91K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -27.27K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -32.31K | -- |
| Crewe Advisors LLC | -- | Jun 30, 26 | -25 | -- |
| Front Row Advisors LLC | -- | Jun 30, 26 | -28 | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -900 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -391 | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -729 | -- |
| Beacon Pointe Advisors, LLC | -- | Jun 30, 26 | -32.73K | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -39.65K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -998 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -778.56K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -217 | -- |
| Financial Management Professionals, Inc. | -- | Jun 30, 26 | -17.29K | -- |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -25.13K | -- |
| SEEDS INVESTOR LLC | -- | Jun 30, 26 | -4.95K | -- |
| Financiere des Professionnels - Fonds d,investissement inc. | -- | Jun 30, 26 | -46.50K | -- |
| Polianta Ltd | -- | Jun 30, 26 | -234.70K | -- |
| Frazier Financial Advisors, LLC | -- | Jun 30, 26 | -669 | -- |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -- | Jun 30, 26 | -42.30K | -- |
| Portfolio Resources Advisor Group, Inc. | -- | Jun 30, 26 | -2.02K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -605.33K | -- |
| Quantitative Investment Management, LLC | -- | Jun 30, 26 | -8.06K | -- |
| Main Street Group, LTD | -- | Jun 30, 26 | -384 | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -4.98K | -- |
| Quadrature Capital Ltd | -- | Jun 30, 26 | -16.70K | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -171 | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -2 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -65 | -- |
| Point72 Asset Management, L.P. | -- | Jun 30, 26 | -4.76K | -- |
| Forthright Family Wealth Advisory LLC | -- | Jun 30, 26 | -7.88K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -29.99K | -- |
| PUREfi Wealth, LLC | -- | Jun 30, 26 | -3.30K | -- |
| AlphaCore Capital LLC | -- | Jun 30, 26 | -160 | -- |
| Maridea Wealth Management LLC | -- | Jun 30, 26 | -3.29K | -- |
| Madison Asset Management, LLC | -- | Jun 30, 26 | -82.86K | -- |
| BRYN MAWR TRUST Co | -- | Jun 30, 26 | -56 | -- |
| Facet Wealth, Inc. | -- | Jun 30, 26 | -3.83K | -- |
| PROVIDA PENSION FUND ADMINISTRATOR | 45.45K | Mar 31, 26 | -204.82K | 0.03% |
| Mill Creek Capital Advisors, LLC | 27.37K | Mar 31, 26 | -- | 0.02% |
| Vivaldi Capital Management LP | 22.64K | Mar 31, 26 | -- | 0.02% |
| Skopos Labs, Inc. | 10.90K | Mar 31, 26 | -128 | 0.01% |
| Gibbs Wealth Management | 7.28K | Mar 31, 26 | +2.75K | 0.01% |
| EXENCIAL WEALTH ADVISORS, LLC | 5.31K | Mar 31, 26 | +5.31K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 4.74K | Mar 31, 26 | -77 | 0.00% |
| CWM, LLC | 3.35K | Mar 31, 26 | +2.89K | 0.00% |
| Richard Bernstein Advisors LLC | 1.61K | Mar 31, 26 | -238 | 0.00% |
| Evelyn Partners Asset Management Ltd | 932 | Mar 31, 26 | +932 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 225 | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -13.77K | -- |
| PROVIDA PENSION FUND ADMINISTRATOR | 250.27K | Dec 31, 25 | -410.01K | 0.18% |
| ORG Partners LLC | 29.13K | Dec 31, 25 | +2.16K | 0.02% |
| COMERICA BANK | 18.19K | Dec 31, 25 | -489 | 0.01% |
| MGB Wealth Management, LLC | 2.60K | Dec 31, 25 | +2.60K | 0.00% |
| CIBC Private Wealth Group, LLC | 641 | Dec 31, 25 | -- | 0.00% |
| GRIES FINANCIAL LLC | 30.56K | Sep 30, 25 | +353 | 0.02% |
| EFG Asset Management (Americas) Corp. | 10.18K | Sep 30, 25 | -- | 0.01% |
| WOLVERINE TRADING, LLC | 4.64K | Sep 30, 25 | +4.64K | 0.00% |
| Brueske Advisory Services, LLC | 4.61K | Sep 30, 25 | +770 | 0.00% |
| EWG Elevate Inc. | 3.62K | Sep 30, 25 | -15.34K | 0.00% |
| Abich Financial Wealth Management LLC | 45 | Sep 30, 25 | +45 | 0.00% |
| AllSquare Wealth Management LLC | 19 | Sep 30, 25 | -- | 0.00% |
| Congress Wealth Management LLC / DE / | 633.05K | Jun 30, 25 | +28.50K | 0.46% |
| Atria Wealth Solutions, Inc. | 18.72K | Jun 30, 25 | +2.68K | 0.01% |
| Smith Anglin Financial, LLC | 8.92K | Jun 30, 25 | +185 | 0.01% |
| Anthracite Investment Company, Inc. | 7.80K | Jun 30, 25 | +7.80K | 0.01% |
| Proquility Private Wealth Partners, LLC | 163.01K | Mar 31, 25 | +3.54K | 0.12% |
| Wolf Group Capital Advisors | 9.41K | Mar 31, 25 | -3.17K | 0.01% |
| Lindbrook Capital, LLC | 3.00K | Mar 31, 25 | -2.40K | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 279 | Mar 31, 25 | +53 | 0.00% |
| Sandy Spring Bank | 133 | Mar 31, 25 | -- | 0.00% |
| NSI Retail Advisors, LLC | 531.50K | Dec 31, 24 | -- | 0.38% |
| SignalPoint Asset Management, LLC | 7.50K | Dec 31, 24 | -74 | 0.01% |
| WR Wealth Planners, LLC | -- | Dec 31, 24 | -132 | -- |
| Raymond James Financial Services Advisors, Inc. | 105.69K | Sep 30, 24 | +88.81K | 0.08% |
| RAYMOND JAMES & ASSOCIATES | 19.00K | Sep 30, 24 | -238 | 0.01% |
| Axiom Advisory, LLC | 14.98K | Sep 30, 24 | +234 | 0.01% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 6.31K | Sep 30, 24 | +2.21K | 0.00% |
| Family Asset Management, LLC | 4.67K | Sep 30, 24 | -279 | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 400 | Sep 30, 24 | +400 | 0.00% |
| SYSTM Wealth Solutions LLC | 42 | Sep 30, 24 | +18 | 0.00% |
| BlackRock Inc. | 14.24M | Jun 30, 24 | +1.60M | 10.28% |
| CREDIT SUISSE AG/ | 17.93K | Mar 31, 24 | -1.34K | 0.01% |
| Cetera Advisors LLC | 15.80K | Mar 31, 24 | -1.35K | 0.01% |
| Cetera Advisor Networks LLC | 6.40K | Mar 31, 24 | -34.81K | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -13.92K | -- |
| Baystate Wealth Management LLC | 6.64K | Dec 31, 23 | -882 | 0.00% |
| Desjardins Global Asset Management Inc. | 6.35K | Dec 31, 23 | +6.11K | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 160.12K | Sep 30, 23 | -9.65K | 0.12% |
| Column Capital Advisors, LLC | 656 | Sep 30, 23 | -- | 0.00% |
| WealthOne, LLC | -- | Sep 30, 23 | -7.51K | -- |
| FOSTER DYKEMA CABOT & CO INC/MA | -- | Sep 30, 23 | -2.85K | -- |
| PFS INVESTMENTS INC. | 298.19K | Jun 30, 23 | -134.36K | 0.22% |
| PICTET ASSET MANAGEMENT SA | 24.09K | Jun 30, 23 | +24.09K | 0.02% |
| Intercontinental Wealth Advisors, LLC | 23.51K | Jun 30, 23 | -527 | 0.02% |
| EFG CAPITAL INTERNATIONAL CORP. | 9.62K | Jun 30, 23 | +9.62K | 0.01% |
| Veritable, L.P. | -- | Jun 30, 23 | -4.86K | -- |
| TRUSTCORE FINANCIAL SERVICES, LLC | 286 | Dec 31, 22 | -- | 0.00% |
| Capital Directions Investment Advisors, LLC | 14 | Dec 31, 22 | +14 | 0.00% |
| Kore Private Wealth LLC | 166.59K | Sep 30, 22 | +11.17K | 0.12% |
| REGENTATLANTIC CAPITAL LLC | 20.54K | Sep 30, 22 | +12.04K | 0.01% |
| Beaumont Financial Partners, LLC | 7.85K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 1.70K | Sep 30, 22 | -50 | 0.00% |
| MUFG Americas Holdings Corp | 90 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | -- | Sep 30, 22 | -524 | -- |
| CPWM, LLC | -- | Sep 30, 22 | -72.65K | -- |
| Lenox Wealth Advisors, LLC | 85 | Mar 31, 22 | -- | 0.00% |
| Country Club Trust Company, n.a. | 5.52K | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 885 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 177 | Dec 31, 21 | -- | 0.00% |
| NorthCoast Asset Management LLC | 1.02M | Sep 30, 21 | +107.60K | 0.74% |
| Brouwer & Janachowski, LLC | 327.49K | Sep 30, 21 | +46.37K | 0.24% |
| Hexavest Inc. | 28.98K | Sep 30, 21 | -16.73K | 0.02% |
| CEDAR CAPITAL, LLC | 23.01K | Sep 30, 21 | -860 | 0.02% |
| Vontobel Swiss Wealth Advisors AG | 15.28K | Jun 30, 21 | -6.10K | 0.01% |
| FormulaFolio Investments, LLC | 39 | Jun 30, 21 | -- | 0.00% |
| Pinnacle Advisory Group, Inc. | 887.62K | Mar 31, 21 | +71.83K | 0.64% |
| OLD MISSION CAPITAL, LLC | 178.05K | Dec 31, 20 | +178.05K | 0.13% |
| Winslow, Evans & Crocker, Inc. | 1.21K | Dec 31, 20 | +1.21K | 0.00% |
| First Allied Advisory Services, Inc. | 8.37K | Sep 30, 20 | -645 | 0.01% |
| 10-15 ASSOCIATES, INC. | -- | Sep 30, 20 | -21.66K | -- |
| Lenox Wealth Management, Inc. | 436 | Jun 30, 20 | +436 | 0.00% |
| Squar Milner Financial Services LLC | 10.00K | Mar 31, 20 | -2.00K | 0.01% |
| Fiduciary Trust Co International of Pennsylvania | -- | Mar 31, 20 | -3.65M | -- |
| Advisor Group, Inc. | 53.89K | Dec 31, 19 | +45.52K | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.13K | Dec 31, 19 | +2.27K | 0.01% |
| BB&T SECURITIES, LLC | 8.58K | Sep 30, 19 | -1.32K | 0.01% |
| MRA Associates USA LLC | 450 | Sep 30, 19 | +450 | 0.00% |
| SUNTRUST BANKS INC | -- | Sep 30, 19 | -90.86K | -- |
| Steinberg Global Asset Management | 28.66K | Mar 31, 19 | -303 | 0.02% |
| WealthTrust Fairport, LLC | 7.59K | Mar 31, 19 | -- | 0.01% |
| NEXT Financial Holdings | 370 | Mar 31, 19 | +370 | 0.00% |
| Daiwa SB Investments Ltd. | 350 | Mar 31, 19 | +350 | 0.00% |
| Catamount Wealth Management | -- | Mar 31, 19 | -75 | -- |
| HL FINANCIAL SERVICES LLC | -- | Mar 31, 19 | -21.89K | -- |
| Questar Asset Management, Inc. | 5.96K | Dec 31, 18 | +5.96K | 0.00% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 6.00K | Sep 30, 18 | -47.07K | 0.00% |
| Edge Advisors, LLC | 7.38K | Jun 30, 18 | -1.82K | 0.01% |
| ROCKEFELLER FINANCIAL SERVICES INC | 42.28K | Dec 31, 17 | -806 | 0.03% |
| IFC Holdings Incorporated/FL | 15.15K | Dec 31, 17 | -3.27K | 0.01% |
| Arthur Zaske & Associates, LLC | 10.66K | Dec 31, 17 | +10.66K | 0.01% |
| Portfolio Strategies Inc | 2.53K | Dec 31, 17 | -319 | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 187 | Dec 31, 17 | -- | 0.00% |
| EnTrustPermal Management LLC | 337.50K | Sep 30, 17 | -800 | 0.24% |
| BARING ASSET MANAGEMENT Ltd | 39.79K | Sep 30, 17 | +9.44K | 0.03% |
| Virtu KCG Holdings LLC | 66.53K | Jun 30, 17 | +52.49K | 0.05% |
| Commonwealth Equity Services, Inc | 23.91K | Jun 30, 17 | +12.48K | 0.02% |
| Independent Portfolio Consultants, Inc. | 23.50K | Jun 30, 17 | +19.02K | 0.02% |
| BlackRock Fund Advisors | 32.59M | Dec 31, 16 | -4.43M | 23.53% |
| BLACKROCK ADVISORS LLC | 1.94M | Dec 31, 16 | +613.85K | 1.40% |
| BlackRock Investment Management, LLC | 278.89K | Dec 31, 16 | -48.04K | 0.20% |
| CenterStar Fund, LLC | 14.41K | Dec 31, 16 | +14.41K | 0.01% |
| Braver Wealth Management, LLC | 12.64K | Dec 31, 16 | +4.58K | 0.01% |
| MSI Financial Services Inc | 10.82K | Dec 31, 16 | +8.06K | 0.01% |
| KANALY TRUST CO | 2.18K | Dec 31, 16 | +2.18K | 0.00% |
| FIRST NEW YORK SECURITIES LLC /NY | 1.10K | Dec 31, 16 | +1.10K | 0.00% |
| HIGH POINT BANK & TRUST CO | 182 | Dec 31, 16 | -273.84K | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -2.00K | -- |
| ADVISOR CONSULTANT NETWORK INC | 118.10K | Sep 30, 16 | +118.10K | 0.09% |
| Lombard Odier Transatlantic Ltd | -- | Sep 30, 16 | -1.62K | -- |
| SOCIETE GENERALE | 1.51M | Jun 30, 16 | +1.51M | 1.09% |
| Gupta Wealth Management LLC | 9 | Mar 31, 16 | +9 | 0.00% |
| CURIAN CAPITAL LLC | 439.38K | Dec 31, 15 | -1.10M | 0.32% |
| ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 15.84K | Dec 31, 15 | +8.71K | 0.01% |
| Dunvegan Associates, Inc. | 175 | Dec 31, 15 | -- | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -3.23K | -- |
| TRIANGLE PEAK PARTNERS, LP | 77.08K | Sep 30, 15 | +77.08K | 0.06% |
| CITY NATIONAL BANK | 17.69K | Sep 30, 15 | +17.69K | 0.01% |
| Aris Wealth Services, Inc. | -- | Sep 30, 15 | -11.25K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 1.21M | Jun 30, 15 | +180.24K | 0.87% |
| FolioMetrix LLC | 25.72K | Jun 30, 15 | +7.56K | 0.02% |
| BAIRD ROBERT W & CO INC /WI/ | 7.22K | Mar 31, 15 | +7.22K | 0.01% |
| Placemark Investments, Inc. | 147.94K | Dec 31, 14 | +46.71K | 0.11% |
| NEW ENGLAND SECURITIES CORP /MA/ | 481 | Dec 31, 14 | -447 | 0.00% |
| UBS AG | 2.71M | Sep 30, 14 | -325.60K | 1.95% |
| COMMUNITY BANK SYSTEM, INC. | 81.85K | Sep 30, 14 | +4.15K | 0.06% |
| Cobble Hill Financial Services, INC | 60.00K | Sep 30, 14 | -123.00K | 0.04% |
| WILMINGTON TRUST CO | 43.48K | Jun 30, 14 | +36 | 0.03% |
| Wilmington Trust, National Association | 23.94K | Jun 30, 14 | +4.67K | 0.02% |
| SG Select LLC | 4.97K | Mar 31, 14 | +4.97K | 0.00% |
| Jane Street Holding, LLC | 127.64K | Dec 31, 13 | -1.01M | 0.09% |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -19.48K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 14.67K | Sep 30, 13 | +120 | 0.01% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -1.29M | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | -- | Mar 31, 13 | -88.70K | -- |
| First Allied Securities, Inc. | 200 | Jun 30, 12 | -- | 0.00% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 300 | Sep 30, 09 | -500 | 0.00% |
| RBC Private Counsel (USA) Inc. | 96 | Sep 30, 09 | -400 | 0.00% |
| RBC Trust Co (International) Ltd | 11.79K | Jun 30, 09 | -- | 0.01% |
| RBC Dominion Securities Inc. | 9.60K | Dec 31, 08 | -2.01K | 0.01% |