iShares Fallen Angels USD Bond ETF(FALN)

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iShares Fallen Angels USD Bond ETF(FALN)

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$27.20—

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FALN(FALN)

FALN

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

Institutional Ownership

Top 370 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	7.52M	Mar 31, 26	+252.50K	12.31%
Municipal Employees' Retirement System of Michigan	3.66M	Mar 31, 26	--	5.99%
MORGAN STANLEY	3.62M	Mar 31, 26	+182.23K	5.93%
Annex Advisory Services, LLC	3.04M	Mar 31, 26	+3.04M	4.98%
LPL Financial LLC	2.33M	Mar 31, 26	-100.82K	3.81%
Invesco Ltd.	1.40M	Mar 31, 26	-16.24K	2.28%
Allworth Financial LP	1.39M	Mar 31, 26	+56.02K	2.28%
ESL Trust Services, LLC	1.24M	Mar 31, 26	-5.81K	2.03%
ALLIANCEBERNSTEIN L.P.	959.01K	Mar 31, 26	-81.02K	1.57%
State of Tennessee, Treasury Department	926.00K	Mar 31, 26	-1.40M	1.52%
BlackRock, Inc.	712.52K	Mar 31, 26	-209.81K	1.17%
Baker Avenue Asset Management, LP	680.48K	Mar 31, 26	-49.42K	1.11%
NOVEM GROUP	659.18K	Mar 31, 26	+29.56K	1.08%
AMERIPRISE FINANCIAL INC	634.41K	Mar 31, 26	-49.95K	1.04%
NOMURA ASSET MANAGEMENT CO LTD	596.10K	Mar 31, 26	+1.80K	0.98%
Cambridge Investment Research Advisors, Inc.	581.55K	Mar 31, 26	+217.69K	0.95%
UBS Group AG	532.11K	Mar 31, 26	-18.52K	0.87%
Cetera Investment Advisers	525.44K	Mar 31, 26	-7.49K	0.86%
State of New Jersey Common Pension Fund D	525.00K	Mar 31, 26	+175.00K	0.86%
Creative Planning	473.71K	Mar 31, 26	-23.22K	0.78%
ENVESTNET ASSET MANAGEMENT INC	378.40K	Mar 31, 26	+43.69K	0.62%
Breakwater Capital Group	359.63K	Mar 31, 26	+17.82K	0.59%
COMMONWEALTH EQUITY SERVICES, LLC	353.75K	Mar 31, 26	+135.08K	0.58%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	332.52K	Mar 31, 26	+164.04K	0.54%
Private Advisor Group, LLC	316.84K	Mar 31, 26	-68.93K	0.52%
ADVISOR GROUP HOLDINGS, INC.	297.69K	Mar 31, 26	-33.09K	0.49%
ASHFORD CAPITAL MANAGEMENT INC	294.02K	Mar 31, 26	+54.98K	0.48%
Scarborough Advisors, LLC	273.74K	Mar 31, 26	+5.72K	0.45%
HF Advisory Group, LLC	268.80K	Mar 31, 26	+23.22K	0.44%
Prepared Retirement Institute LLC	266.51K	Mar 31, 26	-2.32K	0.44%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	260.00K	Mar 31, 26	-84.73K	0.43%
Petix & Botte Co	246.47K	Mar 31, 26	+24.80K	0.40%
CAPITAL WEALTH MANAGEMENT, LLC	243.80K	Mar 31, 26	+49.64K	0.40%
Marex Group plc	239.71K	Mar 31, 26	+56.97K	0.39%
GREAT VALLEY ADVISOR GROUP, INC.	221.61K	Mar 31, 26	-8.22K	0.36%
FIRST CITIZENS BANK & TRUST CO	192.57K	Mar 31, 26	+100.72K	0.32%
Insight Wealth Partners, LLC	184.14K	Mar 31, 26	+9.94K	0.30%
Kestra Advisory Services, LLC	179.50K	Mar 31, 26	+15.54K	0.29%
GOLDMAN SACHS GROUP INC	171.50K	Mar 31, 26	-252.51K	0.28%
Asset Allocation Strategies LLC	171.09K	Mar 31, 26	-7.82K	0.28%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	170.25K	Mar 31, 26	-45.77K	0.28%
ASSETMARK, INC	167.21K	Mar 31, 26	+22.66K	0.27%
OLD MISSION CAPITAL LLC	162.81K	Mar 31, 26	+109.14K	0.27%
Transamerica Financial Advisors, Inc.	160.74K	Mar 31, 26	-11.29K	0.26%
Impact Partnership Wealth, LLC	157.00K	Mar 31, 26	+40.57K	0.26%
RAYMOND JAMES FINANCIAL INC	150.43K	Mar 31, 26	+10.80K	0.25%
Ignite Planners, LLC	132.92K	Mar 31, 26	+6.27K	0.22%
DIVERSIFY WEALTH MANAGEMENT, LLC	129.43K	Mar 31, 26	-8.60K	0.21%
JPMORGAN CHASE & CO	128.21K	Mar 31, 26	+78.50K	0.21%
KRAEMATON INVESTMENT ADVISORS, INC	127.84K	Mar 31, 26	-2.23K	0.21%
US BANCORP \DE\	127.20K	Mar 31, 26	+3.76K	0.21%
MML INVESTORS SERVICES, LLC	124.48K	Mar 31, 26	+2.09K	0.20%
Allianz Asset Management GmbH	124.20K	Mar 31, 26	--	0.20%
Envestnet Portfolio Solutions, Inc.	120.52K	Mar 31, 26	-10.70K	0.20%
Glassy Mountain Advisors, Inc.	117.91K	Mar 31, 26	+3.27K	0.19%
Concurrent Investment Advisors, LLC	111.76K	Mar 31, 26	+69.25K	0.18%
Resources Investment Advisors, LLC.	109.58K	Mar 31, 26	-4.39K	0.18%
Cornerstone Planning Group LLC	104.09K	Mar 31, 26	-2.84K	0.17%
MANNING & NAPIER ADVISORS LLC	101.56K	Mar 31, 26	+2.50K	0.17%
Cerity Partners LLC	98.89K	Mar 31, 26	+1.86K	0.16%
CWM, LLC	98.55K	Mar 31, 26	-83.19K	0.16%
D L CARLSON INVESTMENT GROUP INC	97.84K	Mar 31, 26	+5.32K	0.16%
Independent Advisor Alliance	97.34K	Mar 31, 26	+97.34K	0.16%
HighTower Advisors, LLC	95.32K	Mar 31, 26	+47.21K	0.16%
NOVARE CAPITAL MANAGEMENT LLC	94.11K	Mar 31, 26	+12.54K	0.15%
Addison Capital Co	94.08K	Mar 31, 26	+4.27K	0.15%
WILEY BROS.-AINTREE CAPITAL, LLC	94.02K	Mar 31, 26	+31.58K	0.15%
Perigon Wealth Management, LLC	93.43K	Mar 31, 26	+1.06K	0.15%
Parcion Private Wealth LLC	93.20K	Mar 31, 26	+3.82K	0.15%
Proficio Capital Partners LLC	89.92K	Mar 31, 26	+39.25K	0.15%
INTEGRITY WEALTH ADVISORS, INC.	88.40K	Mar 31, 26	+33.89K	0.14%
Sequoia Financial Advisors, LLC	84.85K	Mar 31, 26	-26.64K	0.14%
Mount Lucas Management LP	79.64K	Mar 31, 26	+7.26K	0.13%
Coastline Trust Co	78.13K	Mar 31, 26	-70.16K	0.13%
FORTE ASSET MANAGEMENT LLC	78.00K	Mar 31, 26	-481	0.13%
ROYAL BANK OF CANADA	77.86K	Mar 31, 26	-66.40K	0.13%
PNC FINANCIAL SERVICES GROUP, INC.	76.29K	Mar 31, 26	+4.47K	0.12%
EXCEL SECURITIES & ASSOCIATES, INC.	72.60K	Mar 31, 26	+72.60K	0.12%
FOCUS Wealth Advisors, LLC	71.98K	Mar 31, 26	-3.01K	0.12%
MATHER GROUP, LLC.	69.84K	Mar 31, 26	-2.50K	0.11%
Ausdal Financial Partners, Inc.	63.51K	Mar 31, 26	+9.66K	0.10%
GUIDANCE CAPITAL, INC	63.09K	Mar 31, 26	+49.81K	0.10%
FIFTH THIRD SECURITIES, INC.	61.83K	Mar 31, 26	-560	0.10%
FIFTH THIRD BANCORP	61.49K	Mar 31, 26	+60.26K	0.10%
ABSOLUTE CAPITAL MANAGEMENT, LLC	60.46K	Mar 31, 26	+3.05K	0.10%
Wealthfront Advisers LLC	56.01K	Mar 31, 26	+18.91K	0.09%
Janney Montgomery Scott LLC	54.69K	Mar 31, 26	+2.21K	0.09%
Wealth Advisory Solutions, LLC	53.31K	Mar 31, 26	+2.87K	0.09%
NewEdge Advisors, LLC	52.84K	Mar 31, 26	+5.81K	0.09%
DDFG, Inc	52.52K	Mar 31, 26	+2.94K	0.09%
Integrated Wealth Concepts LLC	47.32K	Mar 31, 26	-48.60K	0.08%
Insight Advisors, LLC/ PA	46.21K	Mar 31, 26	+975	0.08%
Farther Finance Advisors, LLC	45.99K	Mar 31, 26	+3.04K	0.08%
M.E. ALLISON & CO., INC.	45.18K	Mar 31, 26	+27	0.07%
Signal Advisors Wealth, LLC	42.47K	Mar 31, 26	+674	0.07%
D.A. DAVIDSON & CO.	42.24K	Mar 31, 26	+274	0.07%
Centurion Wealth Management LLC	41.83K	Mar 31, 26	+30	0.07%
Golden State Equity Partners	39.74K	Mar 31, 26	+21.91K	0.07%
SEAVIEW INVESTMENT MANAGERS LLC	39.19K	Mar 31, 26	+19.54K	0.06%
BLAIR WILLIAM & CO/IL	38.51K	Mar 31, 26	-616	0.06%
STIFEL FINANCIAL CORP	38.09K	Mar 31, 26	+5.59K	0.06%
Geneos Wealth Management Inc.	37.08K	Mar 31, 26	+2.10K	0.06%
Equitable Holdings, Inc.	36.80K	Mar 31, 26	+13.13K	0.06%
AE Wealth Management LLC	36.11K	Mar 31, 26	-64.69K	0.06%
MERCER GLOBAL ADVISORS INC /ADV	35.46K	Mar 31, 26	-3.23K	0.06%
OPPENHEIMER & CO INC	35.05K	Mar 31, 26	+1.09K	0.06%
TriaGen Wealth Management LLC	33.89K	Mar 31, 26	+1.63K	0.06%
PRINCIPAL SECURITIES, INC.	32.45K	Mar 31, 26	-1.61K	0.05%
Sierra Capital LLC	31.18K	Mar 31, 26	--	0.05%
NorthRock Partners, LLC	31.13K	Mar 31, 26	-12.52K	0.05%
HALLMARK CAPITAL MANAGEMENT INC	30.59K	Mar 31, 26	-228	0.05%
Rialto Wealth Management, LLC	30.14K	Mar 31, 26	-15.42K	0.05%
Prime Capital Investment Advisors, LLC	30.01K	Mar 31, 26	-17	0.05%
VectorGlobal IAG, Inc.	29.75K	Mar 31, 26	+29.75K	0.05%
LexAurum Advisors, LLC	29.58K	Mar 31, 26	+29.58K	0.05%
Fundamentum, LLC	29.44K	Mar 31, 26	+93	0.05%
Kingsview Wealth Management, LLC	28.74K	Mar 31, 26	+621	0.05%
Merit Financial Group, LLC	28.72K	Mar 31, 26	+28.72K	0.05%
Mariner, LLC	28.28K	Mar 31, 26	+1.53K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	27.63K	Mar 31, 26	+27.63K	0.05%
Wilson & Boucher Capital Management, LLC	27.50K	Mar 31, 26	+200	0.05%
Yoder Wealth Management, Inc.	27.35K	Mar 31, 26	-1.30K	0.04%
Bright Futures Wealth Management, LLC.	26.41K	Mar 31, 26	-1.37K	0.04%
Symphony Financial, Ltd. Co.	26.33K	Mar 31, 26	-1.20K	0.04%
Brookstone Capital Management	25.78K	Mar 31, 26	-2.26K	0.04%
Outlook Wealth Advisors, LLC	25.45K	Mar 31, 26	-36.65K	0.04%
Sanctuary Advisors, LLC	25.42K	Mar 31, 26	+8.29K	0.04%
Exchange Bank	24.98K	Mar 31, 26	-1.88K	0.04%
Western Financial Corp/CA	24.57K	Mar 31, 26	-875	0.04%
Simplicity Wealth,LLC	24.28K	Mar 31, 26	+5.37K	0.04%
Meridian Financial, LLC	24.26K	Mar 31, 26	+4.84K	0.04%
Dynamic Advisor Solutions LLC	23.90K	Mar 31, 26	-2.72K	0.04%
PUREfi Wealth, LLC	23.86K	Mar 31, 26	+14.43K	0.04%
Allie Family Office LLC	22.85K	Mar 31, 26	--	0.04%
First Citizens Asset Management, Inc.	22.79K	Mar 31, 26	+1.03K	0.04%
EP Wealth Advisors, LLC	22.25K	Mar 31, 26	+14.67K	0.04%
CLIENT 1ST ADVISORY GROUP, LLC	21.23K	Mar 31, 26	-5.19K	0.03%
Gateway Wealth Partners, LLC	21.20K	Mar 31, 26	+21.20K	0.03%
L.K. Benson & Company, P.C.	20.62K	Mar 31, 26	+127	0.03%
WESBANCO BANK INC	20.00K	Mar 31, 26	--	0.03%
Beacon Financial Advisory LLC	18.41K	Mar 31, 26	+334	0.03%
Manchester Capital Management LLC	17.76K	Mar 31, 26	--	0.03%
Kaizen Financial Strategies	17.25K	Mar 31, 26	+1.06K	0.03%
ESG Planning	17.03K	Mar 31, 26	+155	0.03%
Cornerstone Wealth Management, LLC	16.94K	Mar 31, 26	+6.78K	0.03%
Ancora Advisors, LLC	16.88K	Mar 31, 26	-3.05K	0.03%
JOURNEY STRATEGIC WEALTH LLC	16.84K	Mar 31, 26	--	0.03%
Sovran Advisors, LLC	16.77K	Mar 31, 26	-47.58K	0.03%
MMBG INVESTMENT ADVISORS CO.	16.29K	Mar 31, 26	+2.75K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	16.07K	Mar 31, 26	+4	0.03%
JANE STREET GROUP, LLC	15.88K	Mar 31, 26	-505.65K	0.03%
BRYN MAWR TRUST Co	15.76K	Mar 31, 26	+4.17K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	15.55K	Mar 31, 26	-6.40K	0.03%
TWO SIGMA SECURITIES, LLC	15.35K	Mar 31, 26	+15.35K	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	15.32K	Mar 31, 26	+6.98K	0.03%
Advisory Services Network, LLC	15.07K	Mar 31, 26	+2.85K	0.02%
Wealthcare Advisory Partners LLC	14.97K	Mar 31, 26	-1.66K	0.02%
Baird Financial Group, Inc.	14.86K	Mar 31, 26	+119	0.02%
Rockefeller Capital Management L.P.	14.56K	Mar 31, 26	+164	0.02%
J.W. COLE ADVISORS, INC.	14.16K	Mar 31, 26	-28	0.02%
Cedar Point Capital Partners, LLC	13.97K	Mar 31, 26	+700	0.02%
Herold Advisors, Inc.	13.77K	Mar 31, 26	+1.32K	0.02%
PAX Financial Group, LLC	13.64K	Mar 31, 26	-5.99K	0.02%
JONES FINANCIAL COMPANIES LLLP	13.60K	Mar 31, 26	+10.42K	0.02%
MCDONALD PARTNERS LLC	13.27K	Mar 31, 26	--	0.02%
Arkadios Wealth Advisors	12.71K	Mar 31, 26	+12.71K	0.02%
Balanced Rock Investment Advisor	12.64K	Mar 31, 26	+311	0.02%
Gladstone Institutional Advisory LLC	12.63K	Mar 31, 26	-30.57K	0.02%
Hyundai Investments Co., Ltd.	12.58K	Mar 31, 26	-2.79K	0.02%
Sequent Planning LLC	12.32K	Mar 31, 26	+566	0.02%
Arete Wealth Advisors, LLC	11.77K	Mar 31, 26	+500	0.02%
AlphaCentric Advisors LLC	11.67K	Mar 31, 26	+1.42K	0.02%
Infinity Wealth Counsel, LLC	11.46K	Mar 31, 26	-190	0.02%
LIBERTY SQUARE WEALTH PARTNERS LLC	11.37K	Mar 31, 26	--	0.02%
U.S. Capital Wealth Advisors, LLC	11.13K	Mar 31, 26	-716	0.02%
Community Bank & Trust, Waco, Texas	11.06K	Mar 31, 26	+889	0.02%
CENTRAL TRUST Co	11.00K	Mar 31, 26	+11.00K	0.02%
Bank of New York Mellon Corp	10.91K	Mar 31, 26	+187	0.02%
PFG Advisors	10.63K	Mar 31, 26	-1.48K	0.02%
WINEBRENNER CAPITAL MANAGEMENT LLC	10.47K	Mar 31, 26	-1.48K	0.02%
Reyes Financial Architecture, Inc.	10.36K	Mar 31, 26	--	0.02%
Parallel Advisors, LLC	9.91K	Mar 31, 26	--	0.02%
B. Riley Wealth Advisors, Inc.	9.78K	Mar 31, 26	+178	0.02%
Steel Peak Wealth Management LLC	9.72K	Mar 31, 26	-178	0.02%
Intergy Private Wealth, LLC	9.69K	Mar 31, 26	+468	0.02%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	9.69K	Mar 31, 26	--	0.02%
Sigma Planning Corp	9.49K	Mar 31, 26	-630	0.02%
Live Oak Investment Partners	9.47K	Mar 31, 26	+9.47K	0.02%
Navis Wealth Advisors, LLC	9.22K	Mar 31, 26	+9.22K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	9.22K	Mar 31, 26	-277.52K	0.02%
TRUIST FINANCIAL CORP	9.08K	Mar 31, 26	+712	0.01%
MONEY CONCEPTS CAPITAL CORP	9.07K	Mar 31, 26	-823	0.01%
Spire Wealth Management	8.98K	Mar 31, 26	-5	0.01%
Summit Financial, LLC	8.96K	Mar 31, 26	+8.96K	0.01%
Banque Cantonale Vaudoise	8.82K	Mar 31, 26	+4.22K	0.01%
Prospera Financial Services Inc	8.72K	Mar 31, 26	+2	0.01%
NTV ASSET MANAGEMENT LLC	8.30K	Mar 31, 26	-500	0.01%
Alteri Wealth LLC	8.14K	Mar 31, 26	+27	0.01%
FMR LLC	8.05K	Mar 31, 26	+3.31K	0.01%
Dorsey & Whitney Trust CO LLC	8.00K	Mar 31, 26	--	0.01%
Vontobel Holding Ltd.	8.00K	Mar 31, 26	-4.00K	0.01%
PARK AVENUE SECURITIES LLC	7.99K	Mar 31, 26	+516	0.01%
IHT Wealth Management, LLC	7.98K	Mar 31, 26	-10.88K	0.01%
Global Assets Advisory, LLC	7.85K	Mar 31, 26	+125	0.01%
Apollon Wealth Management, LLC	7.75K	Mar 31, 26	+32	0.01%
Saxony Capital Management, LLC	7.61K	Mar 31, 26	+8	0.01%
Bank of New Hampshire	7.08K	Mar 31, 26	-701	0.01%
Root Financial Partners, LLC	6.48K	Mar 31, 26	+375	0.01%
BANK OF MONTREAL /CAN/	6.43K	Mar 31, 26	+6	0.01%
Annis Gardner Whiting Capital Advisors, LLC	6.34K	Mar 31, 26	-269	0.01%
Orion Capital Management LLC	5.50K	Mar 31, 26	--	0.01%
CITIGROUP INC	4.74K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	4.60K	Mar 31, 26	--	0.01%
IFP Advisors, Inc	4.59K	Mar 31, 26	-53	0.01%
CONSULTIVA WEALTH MANAGEMENT, CORP.	3.95K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	3.64K	Mar 31, 26	+738	0.01%
Sound Income Strategies, LLC	3.32K	Mar 31, 26	-32	0.01%
NBT BANK N A /NY	3.27K	Mar 31, 26	+3.25K	0.01%
Sunbelt Securities, Inc.	3.15K	Mar 31, 26	+5	0.01%
PRIVATE TRUST CO NA	2.95K	Mar 31, 26	--	0.00%
Strategic Financial Concepts, LLC	2.67K	Mar 31, 26	+2.67K	0.00%
KM Capital Management Ltd.	2.53K	Mar 31, 26	+2.53K	0.00%
Y.D. More Investments Ltd	2.00K	Mar 31, 26	+2.00K	0.00%
CoreCap Advisors, LLC	1.86K	Mar 31, 26	+132	0.00%
Golden State Wealth Management, LLC	1.63K	Mar 31, 26	+202	0.00%
WOLFF WIESE MAGANA LLC	1.42K	Mar 31, 26	+13	0.00%
Asset Dedication, LLC	1.29K	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	1.24K	Mar 31, 26	-71	0.00%
Strategic Investment Solutions, Inc. /IL	1.22K	Mar 31, 26	+13	0.00%
RMG Wealth Management LLC	1.16K	Mar 31, 26	+1.16K	0.00%
WealthShield Partners, LLC	1.15K	Mar 31, 26	-33	0.00%
WELLS FARGO & COMPANY/MN	1.10K	Mar 31, 26	+893	0.00%
MAI Capital Management	839	Mar 31, 26	-1.69K	0.00%
Signature Resources Capital Management, LLC	788	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	680	Mar 31, 26	--	0.00%
Triumph Capital Management	650	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	544	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	539	Mar 31, 26	+539	0.00%
Ameliora Wealth Management Ltd.	506	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	484	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	453	Mar 31, 26	--	0.00%
Rosenberg Matthew Hamilton	441	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	431	Mar 31, 26	+431	0.00%
Bell Investment Advisors, Inc	410	Mar 31, 26	+410	0.00%
FAS Wealth Partners, Inc.	395	Mar 31, 26	-358	0.00%
EverSource Wealth Advisors, LLC	300	Mar 31, 26	+68	0.00%
Merkkuri Wealth Advisors LLC	295	Mar 31, 26	+295	0.00%
TD Waterhouse Canada Inc.	278	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	277	Mar 31, 26	-67	0.00%
DELTA ASSET MANAGEMENT LLC/TN	226	Mar 31, 26	-63	0.00%
Archer Investment Corp	142	Mar 31, 26	--	0.00%
ST GERMAIN D J CO INC	134	Mar 31, 26	-23	0.00%
SRS Capital Advisors, Inc.	132	Mar 31, 26	-3.02K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	78	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	69	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	63	Mar 31, 26	-57.45K	0.00%
CULLEN/FROST BANKERS, INC.	57	Mar 31, 26	+1	0.00%
Quest 10 Wealth Builders, Inc.	53	Mar 31, 26	-2	0.00%
BNP PARIBAS ARBITRAGE, SNC	50	Mar 31, 26	-1.63K	0.00%
SIGNATUREFD, LLC	42	Mar 31, 26	+1	0.00%
Capital Investment Advisory Services, LLC	31	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	28	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	26	Mar 31, 26	--	0.00%
Rossby Financial, LCC	26	Mar 31, 26	--	0.00%
MASECO LLP	17	Mar 31, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	14	Mar 31, 26	+14	0.00%
Key FInancial Inc	12	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	10	Mar 31, 26	--	0.00%
Retirement Wealth Solutions LLC	5	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	2	Mar 31, 26	+2	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	2	Mar 31, 26	--	0.00%
Boreal Capital Management LLC	1	Mar 31, 26	+1	0.00%
SBI Securities Co., Ltd.	1	Mar 31, 26	+1	0.00%
VISIONARY HORIZONS, LLC	--	Mar 31, 26	-9.91K	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-565	--
Aristides Capital LLC	--	Mar 31, 26	-20.55K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-70.29K	--
Operose Advisors LLC	--	Mar 31, 26	-543	--
Stratos Wealth Partners, LTD.	--	Mar 31, 26	-283.67K	--
Snowden Capital Advisors LLC	--	Mar 31, 26	-15.69K	--
ETF Store, Inc.	--	Mar 31, 26	-7.50K	--
TOEWS CORP /ADV	--	Mar 31, 26	-566.90K	--
Varma Mutual Pension Insurance Co	--	Mar 31, 26	-2.00M	--
HighMark Wealth Management LLC	--	Mar 31, 26	-98	--
AXS Investments LLC	--	Mar 31, 26	-57.25K	--
Independence Financial Advisors, LLC	--	Mar 31, 26	-476.03K	--
Integrated Advisors Network LLC	--	Mar 31, 26	-8.84K	--
Concord Wealth Partners	--	Mar 31, 26	-129	--
Darwin Wealth Management, LLC	--	Mar 31, 26	-9	--
Camelot Portfolios, LLC	--	Mar 31, 26	-2.01K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-359	--
Pensionmark Financial Group, LLC	--	Mar 31, 26	-151.18K	--
Cumberland Partners Ltd	--	Mar 31, 26	-38.80K	--
Lineweaver Wealth Advisors, LLC	--	Mar 31, 26	-17.32K	--
CONTINUUM WEALTH ADVISORS, LLC	--	Mar 31, 26	-126.91K	--
CI Private Wealth, LLC	--	Mar 31, 26	-11.27K	--
Kilter Group LLC	--	Mar 31, 26	-1	--
IFG Advisory, LLC	--	Mar 31, 26	-89.64K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.10K	--
Mascagni Wealth Management, Inc.	--	Mar 31, 26	-7.34K	--
COMERICA BANK	39.24K	Dec 31, 25	-63	0.06%
Global Retirement Partners, LLC	1.01K	Dec 31, 25	+428	0.00%
SageView Advisory Group, LLC	276	Dec 31, 25	+276	0.00%
TUCKER ASSET MANAGEMENT LLC	40	Dec 31, 25	+40	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-522	--
Gimbal Financial	303.89K	Sep 30, 25	+303.89K	0.50%
Abich Financial Wealth Management LLC	7.04K	Sep 30, 25	+7.04K	0.01%
Martin Worley Group	132.40K	Jun 30, 25	+14.48K	0.22%
Atria Wealth Solutions, Inc.	39.39K	Jun 30, 25	-89.57K	0.06%
AVANTAX ADVISORY SERVICES, INC.	17.86K	Jun 30, 25	+129	0.03%
First Horizon Advisors, Inc.	4.71K	Jun 30, 25	-4.73K	0.01%
DOHJ, LLC	--	Jun 30, 25	-149.01K	--
US FINANCIAL ADVISORS, LLC	81.43K	Mar 31, 25	+1.70K	0.13%
Orion Portfolio Solutions, LLC	32.24K	Mar 31, 25	-82.07K	0.05%
Aveo Capital Partners, LLC	28.81K	Mar 31, 25	+10.76K	0.05%
Executive Wealth Management, LLC	338.80K	Dec 31, 24	+14.80K	0.55%
WR Wealth Planners, LLC	885	Dec 31, 24	-166	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-4.89K	--
Raymond James Financial Services Advisors, Inc.	155.68K	Sep 30, 24	+17.09K	0.25%
RAYMOND JAMES & ASSOCIATES	45.81K	Sep 30, 24	-12.08K	0.08%
Family Asset Management, LLC	20.92K	Sep 30, 24	-10.04K	0.03%
New Potomac Partners, LLC	6.65K	Sep 30, 24	+6.65K	0.01%
Peterson Financial Group, Inc.	72	Sep 30, 24	+72	0.00%
FinTrust Capital Advisors, LLC	10	Sep 30, 24	--	0.00%
BlackRock Inc.	605.78K	Jun 30, 24	-73.39K	0.99%
Coombe, Bender & Co LLC	42.41K	Jun 30, 24	+1.34K	0.07%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-8.31K	--
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	670.38K	Mar 31, 24	+56.38K	1.10%
Cetera Advisors LLC	464.61K	Mar 31, 24	+72.45K	0.76%
Cetera Advisor Networks LLC	167.90K	Mar 31, 24	-4.63K	0.27%
CALIBER WEALTH MANAGEMENT, LLC	148.51K	Mar 31, 24	+83.80K	0.24%
Manning & Napier Group, LLC	111.86K	Mar 31, 24	+36.40K	0.18%
WEALTHSOURCE PARTNERS, LLC	18.86K	Dec 31, 23	+10.49K	0.03%
PROVENCE WEALTH MANAGEMENT GROUP	5.97K	Dec 31, 23	-90	0.01%
Scarborough Advisors, LLC	4.36K	Dec 31, 23	+4.36K	0.01%
Baystate Wealth Management LLC	18	Dec 31, 23	--	0.00%
Key Bridge Compliance, LLC	48.40K	Sep 30, 23	+48.40K	0.08%
Icon Wealth Partners, LLC	--	Sep 30, 23	-41.21K	--
COMERICA SECURITIES,INC.	--	Sep 30, 23	-51.24K	--
VALLEY FINANCIAL MANAGEMENT, INC.	34.99K	Jun 30, 23	-2.16K	0.06%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-14	--
BMS Financial Advisors, LLC	--	Jun 30, 23	-10.97K	--
HARVEST GROUP WEALTH MANAGEMENT, LLC	4.55K	Mar 31, 23	-636	0.01%
Laurel Wealth Advisors, Inc.	--	Dec 31, 22	-16.90K	--
Foresight Wealth Management, LLC	--	Dec 31, 22	-20.14K	--
Spectrum Management Group, LLC	63.41K	Sep 30, 22	+63.33K	0.10%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	45.17K	Sep 30, 22	+1.74K	0.07%
WESTERN FINANCIAL Corp	41.71K	Sep 30, 22	-12.08K	0.07%
ROOSEVELT INVESTMENT GROUP LLC	21.00K	Sep 30, 22	+955	0.03%
American Portfolios Advisors	7.91K	Sep 30, 22	-637	0.01%
Strategic Asset Management, LLC	3.92K	Sep 30, 22	-2.50K	0.01%
KARLINSKI ANDREW C	1.55K	Sep 30, 22	+887	0.00%
B. Riley Wealth Management, Inc.	16.64K	Jun 30, 22	--	0.03%
Private Capital Group, LLC	7.69K	Jun 30, 22	-19.48K	0.01%
HC FINANCIAL ADVISORS INC	178	Jun 30, 22	+178	0.00%
Lake Point Wealth Management	44	Jun 30, 22	+44	0.00%
Karn, Couzens & Associates, Inc.	10.42K	Mar 31, 22	+2.93K	0.02%
Biltmore Capital Advisors LLC	206.43K	Dec 31, 21	+28.80K	0.34%
HawsGoodwin Investment Management LLC	156.94K	Dec 31, 21	+5.39K	0.26%
NEXT Financial Group, Inc	127.93K	Dec 31, 21	+63.42K	0.21%
VIVID FINANCIAL MANAGEMENT, INC.	125.70K	Dec 31, 21	+27.47K	0.21%
Carroll Financial Associates, Inc.	13.97K	Dec 31, 21	+13.97K	0.02%
Cardan Capital Partners, LLC	335.56K	Sep 30, 21	-28.60K	0.55%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	44.01K	Sep 30, 21	+5.59K	0.07%
Cascadia Advisory Services, LLC	26.44K	Sep 30, 21	+14.78K	0.04%
LifePlan Financial Group, Inc	129	Sep 30, 20	--	0.00%
Global Financial Private Capital, Inc	1.20K	Jun 30, 20	-33.47K	0.00%
Advisor Group, Inc.	40.40K	Dec 31, 19	+12.48K	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	18.87K	Dec 31, 19	-5.78K	0.03%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

7.52M

Mar 31, 26

+252.50K

12.31%

Municipal Employees' Retirement System of Michigan

3.66M

Mar 31, 26

5.99%

MORGAN STANLEY

3.62M

Mar 31, 26

+182.23K

5.93%

Annex Advisory Services, LLC

3.04M

Mar 31, 26

+3.04M

4.98%

LPL Financial LLC

2.33M

Mar 31, 26

-100.82K

3.81%

Invesco Ltd.

1.40M

Mar 31, 26

-16.24K

2.28%

Allworth Financial LP

1.39M

Mar 31, 26

+56.02K

2.28%

ESL Trust Services, LLC

1.24M

Mar 31, 26

-5.81K

2.03%

ALLIANCEBERNSTEIN L.P.

959.01K

Mar 31, 26

-81.02K

1.57%

State of Tennessee, Treasury Department

926.00K

Mar 31, 26

-1.40M

1.52%

BlackRock, Inc.

712.52K

Mar 31, 26

-209.81K

1.17%

Baker Avenue Asset Management, LP

680.48K

Mar 31, 26

-49.42K

1.11%

NOVEM GROUP

659.18K

Mar 31, 26

+29.56K

1.08%

AMERIPRISE FINANCIAL INC

634.41K

Mar 31, 26

-49.95K

1.04%

NOMURA ASSET MANAGEMENT CO LTD

596.10K

Mar 31, 26

+1.80K

0.98%

Cambridge Investment Research Advisors, Inc.

581.55K

Mar 31, 26

+217.69K

0.95%

UBS Group AG

532.11K

Mar 31, 26

-18.52K

0.87%

Cetera Investment Advisers

525.44K

Mar 31, 26

-7.49K

0.86%

State of New Jersey Common Pension Fund D

525.00K

Mar 31, 26

+175.00K

0.86%

Creative Planning

473.71K

Mar 31, 26

-23.22K

0.78%

ENVESTNET ASSET MANAGEMENT INC

378.40K

Mar 31, 26

+43.69K

0.62%

Breakwater Capital Group

359.63K

Mar 31, 26

+17.82K

0.59%

COMMONWEALTH EQUITY SERVICES, LLC

353.75K

Mar 31, 26

+135.08K

0.58%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

332.52K

Mar 31, 26

+164.04K

0.54%

Private Advisor Group, LLC

316.84K

Mar 31, 26

-68.93K

0.52%

ADVISOR GROUP HOLDINGS, INC.

297.69K

Mar 31, 26

-33.09K

0.49%

ASHFORD CAPITAL MANAGEMENT INC

294.02K

Mar 31, 26

+54.98K

0.48%

Scarborough Advisors, LLC

273.74K

Mar 31, 26

+5.72K

0.45%

HF Advisory Group, LLC

268.80K

Mar 31, 26

+23.22K

0.44%

Prepared Retirement Institute LLC

266.51K

Mar 31, 26

-2.32K

0.44%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

260.00K

Mar 31, 26

-84.73K

0.43%

Petix & Botte Co

246.47K

Mar 31, 26

+24.80K

0.40%

CAPITAL WEALTH MANAGEMENT, LLC

243.80K

Mar 31, 26

+49.64K

0.40%

Marex Group plc

239.71K

Mar 31, 26

+56.97K

0.39%

GREAT VALLEY ADVISOR GROUP, INC.

221.61K

Mar 31, 26

-8.22K

0.36%

FIRST CITIZENS BANK & TRUST CO

192.57K

Mar 31, 26

+100.72K

0.32%

Insight Wealth Partners, LLC

184.14K

Mar 31, 26

+9.94K

0.30%

Kestra Advisory Services, LLC

179.50K

Mar 31, 26

+15.54K

0.29%

GOLDMAN SACHS GROUP INC

171.50K

Mar 31, 26

-252.51K

0.28%

Asset Allocation Strategies LLC

171.09K

Mar 31, 26

-7.82K

0.28%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

170.25K

Mar 31, 26

-45.77K

0.28%

ASSETMARK, INC

167.21K

Mar 31, 26

+22.66K

0.27%

OLD MISSION CAPITAL LLC

162.81K

Mar 31, 26

+109.14K

0.27%

Transamerica Financial Advisors, Inc.

160.74K

Mar 31, 26

-11.29K

0.26%

Impact Partnership Wealth, LLC

157.00K

Mar 31, 26

+40.57K

0.26%

RAYMOND JAMES FINANCIAL INC

150.43K

Mar 31, 26

+10.80K

0.25%

Ignite Planners, LLC

132.92K

Mar 31, 26

+6.27K

0.22%

DIVERSIFY WEALTH MANAGEMENT, LLC

129.43K

Mar 31, 26

-8.60K

0.21%

JPMORGAN CHASE & CO

128.21K

Mar 31, 26

+78.50K

0.21%

KRAEMATON INVESTMENT ADVISORS, INC

127.84K

Mar 31, 26

-2.23K

0.21%

US BANCORP \DE\

127.20K

Mar 31, 26

+3.76K

0.21%

MML INVESTORS SERVICES, LLC

124.48K

Mar 31, 26

+2.09K

0.20%

Allianz Asset Management GmbH

124.20K

Mar 31, 26

0.20%

Envestnet Portfolio Solutions, Inc.

120.52K

Mar 31, 26

-10.70K

0.20%

Glassy Mountain Advisors, Inc.

117.91K

Mar 31, 26

+3.27K

0.19%

Concurrent Investment Advisors, LLC

111.76K

Mar 31, 26

+69.25K

0.18%

Resources Investment Advisors, LLC.

109.58K

Mar 31, 26

-4.39K

0.18%

Cornerstone Planning Group LLC

104.09K

Mar 31, 26

-2.84K

0.17%

MANNING & NAPIER ADVISORS LLC

101.56K

Mar 31, 26

+2.50K

0.17%

Cerity Partners LLC

98.89K

Mar 31, 26

+1.86K

0.16%

CWM, LLC

98.55K

Mar 31, 26

-83.19K

0.16%

D L CARLSON INVESTMENT GROUP INC

97.84K

Mar 31, 26

+5.32K

0.16%

Independent Advisor Alliance

97.34K

Mar 31, 26

+97.34K

0.16%

HighTower Advisors, LLC

95.32K

Mar 31, 26

+47.21K

0.16%

NOVARE CAPITAL MANAGEMENT LLC

94.11K

Mar 31, 26

+12.54K

0.15%

Addison Capital Co

94.08K

Mar 31, 26

+4.27K

0.15%

WILEY BROS.-AINTREE CAPITAL, LLC

94.02K

Mar 31, 26

+31.58K

0.15%

Perigon Wealth Management, LLC

93.43K

Mar 31, 26

+1.06K

0.15%

Parcion Private Wealth LLC

93.20K

Mar 31, 26

+3.82K

0.15%

Proficio Capital Partners LLC

89.92K

Mar 31, 26

+39.25K

0.15%

INTEGRITY WEALTH ADVISORS, INC.

88.40K

Mar 31, 26

+33.89K

0.14%

Sequoia Financial Advisors, LLC

84.85K

Mar 31, 26

-26.64K

0.14%

Mount Lucas Management LP

79.64K

Mar 31, 26

+7.26K

0.13%

Coastline Trust Co

78.13K

Mar 31, 26

-70.16K

0.13%

FORTE ASSET MANAGEMENT LLC

78.00K

Mar 31, 26

-481

0.13%

ROYAL BANK OF CANADA

77.86K

Mar 31, 26

-66.40K

0.13%

PNC FINANCIAL SERVICES GROUP, INC.

76.29K

Mar 31, 26

+4.47K

0.12%

EXCEL SECURITIES & ASSOCIATES, INC.

72.60K

Mar 31, 26

+72.60K

0.12%

FOCUS Wealth Advisors, LLC

71.98K

Mar 31, 26

-3.01K

0.12%

MATHER GROUP, LLC.

69.84K

Mar 31, 26

-2.50K

0.11%

Ausdal Financial Partners, Inc.

63.51K

Mar 31, 26

+9.66K

0.10%

GUIDANCE CAPITAL, INC

63.09K

Mar 31, 26

+49.81K

0.10%

FIFTH THIRD SECURITIES, INC.

61.83K

Mar 31, 26

-560

0.10%

FIFTH THIRD BANCORP

61.49K

Mar 31, 26

+60.26K

0.10%

ABSOLUTE CAPITAL MANAGEMENT, LLC

60.46K

Mar 31, 26

+3.05K

0.10%

Wealthfront Advisers LLC

56.01K

Mar 31, 26

+18.91K

0.09%

Janney Montgomery Scott LLC

54.69K

Mar 31, 26

+2.21K

0.09%

Wealth Advisory Solutions, LLC

53.31K

Mar 31, 26

+2.87K

0.09%

NewEdge Advisors, LLC

52.84K

Mar 31, 26

+5.81K

0.09%

DDFG, Inc

52.52K

Mar 31, 26

+2.94K

0.09%

Integrated Wealth Concepts LLC

47.32K

Mar 31, 26

-48.60K

0.08%

Insight Advisors, LLC/ PA

46.21K

Mar 31, 26

+975

0.08%

Farther Finance Advisors, LLC

45.99K

Mar 31, 26

+3.04K

0.08%

M.E. ALLISON & CO., INC.

45.18K

Mar 31, 26

+27

0.07%

Signal Advisors Wealth, LLC

42.47K

Mar 31, 26

+674

0.07%

D.A. DAVIDSON & CO.

42.24K

Mar 31, 26

+274

0.07%

Centurion Wealth Management LLC

41.83K

Mar 31, 26

+30

0.07%

Golden State Equity Partners

39.74K

Mar 31, 26

+21.91K

0.07%

SEAVIEW INVESTMENT MANAGERS LLC

39.19K

Mar 31, 26

+19.54K

0.06%

BLAIR WILLIAM & CO/IL

38.51K

Mar 31, 26

-616

0.06%

STIFEL FINANCIAL CORP

38.09K

Mar 31, 26

+5.59K

0.06%

Geneos Wealth Management Inc.

37.08K

Mar 31, 26

+2.10K

0.06%

Equitable Holdings, Inc.

36.80K

Mar 31, 26

+13.13K

0.06%

AE Wealth Management LLC

36.11K

Mar 31, 26

-64.69K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

35.46K

Mar 31, 26

-3.23K

0.06%

OPPENHEIMER & CO INC

35.05K

Mar 31, 26

+1.09K

0.06%

TriaGen Wealth Management LLC

33.89K

Mar 31, 26

+1.63K

0.06%

PRINCIPAL SECURITIES, INC.

32.45K

Mar 31, 26

-1.61K

0.05%

Sierra Capital LLC

31.18K

Mar 31, 26

0.05%

NorthRock Partners, LLC

31.13K

Mar 31, 26

-12.52K

0.05%

HALLMARK CAPITAL MANAGEMENT INC

30.59K

Mar 31, 26

-228

0.05%

Rialto Wealth Management, LLC

30.14K

Mar 31, 26

-15.42K

0.05%

Prime Capital Investment Advisors, LLC

30.01K

Mar 31, 26

-17

0.05%

VectorGlobal IAG, Inc.

29.75K

Mar 31, 26

+29.75K

0.05%

LexAurum Advisors, LLC

29.58K

Mar 31, 26

+29.58K

0.05%

Fundamentum, LLC

29.44K

Mar 31, 26

+93

0.05%

Kingsview Wealth Management, LLC

28.74K

Mar 31, 26

+621

0.05%

Merit Financial Group, LLC

28.72K

Mar 31, 26

+28.72K

0.05%

Mariner, LLC

28.28K

Mar 31, 26

+1.53K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

27.63K

Mar 31, 26

+27.63K

0.05%

Wilson & Boucher Capital Management, LLC

27.50K

Mar 31, 26

+200

0.05%

Yoder Wealth Management, Inc.

27.35K

Mar 31, 26

-1.30K

0.04%

Bright Futures Wealth Management, LLC.

26.41K

Mar 31, 26

-1.37K

0.04%

Symphony Financial, Ltd. Co.

26.33K

Mar 31, 26

-1.20K

0.04%

Brookstone Capital Management

25.78K

Mar 31, 26

-2.26K

0.04%

Outlook Wealth Advisors, LLC

25.45K

Mar 31, 26

-36.65K

0.04%

Sanctuary Advisors, LLC

25.42K

Mar 31, 26

+8.29K

0.04%

Exchange Bank

24.98K

Mar 31, 26

-1.88K

0.04%

Western Financial Corp/CA

24.57K

Mar 31, 26

-875

0.04%

Simplicity Wealth,LLC

24.28K

Mar 31, 26

+5.37K

0.04%

Meridian Financial, LLC

24.26K

Mar 31, 26

+4.84K

0.04%

Dynamic Advisor Solutions LLC

23.90K

Mar 31, 26

-2.72K

0.04%

PUREfi Wealth, LLC

23.86K

Mar 31, 26

+14.43K

0.04%

Allie Family Office LLC

22.85K

Mar 31, 26

0.04%

First Citizens Asset Management, Inc.

22.79K

Mar 31, 26

+1.03K

0.04%

EP Wealth Advisors, LLC

22.25K

Mar 31, 26

+14.67K

0.04%

CLIENT 1ST ADVISORY GROUP, LLC

21.23K

Mar 31, 26

-5.19K

0.03%

Gateway Wealth Partners, LLC

21.20K

Mar 31, 26

+21.20K

0.03%

L.K. Benson & Company, P.C.

20.62K

Mar 31, 26

+127

0.03%

WESBANCO BANK INC

20.00K

Mar 31, 26

0.03%

Beacon Financial Advisory LLC

18.41K

Mar 31, 26

+334

0.03%

Manchester Capital Management LLC

17.76K

Mar 31, 26

0.03%

Kaizen Financial Strategies

17.25K

Mar 31, 26

+1.06K

0.03%

ESG Planning

17.03K

Mar 31, 26

+155

0.03%

Cornerstone Wealth Management, LLC

16.94K

Mar 31, 26

+6.78K

0.03%

Ancora Advisors, LLC

16.88K

Mar 31, 26

-3.05K

0.03%

JOURNEY STRATEGIC WEALTH LLC

16.84K

Mar 31, 26

0.03%

Sovran Advisors, LLC

16.77K

Mar 31, 26

-47.58K

0.03%

MMBG INVESTMENT ADVISORS CO.

16.29K

Mar 31, 26

+2.75K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

16.07K

Mar 31, 26

0.03%

JANE STREET GROUP, LLC

15.88K

Mar 31, 26

-505.65K

0.03%

BRYN MAWR TRUST Co

15.76K

Mar 31, 26

+4.17K

0.03%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

15.55K

Mar 31, 26

-6.40K

0.03%

TWO SIGMA SECURITIES, LLC

15.35K

Mar 31, 26

+15.35K

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

15.32K

Mar 31, 26

+6.98K

0.03%

Advisory Services Network, LLC

15.07K

Mar 31, 26

+2.85K

0.02%

Wealthcare Advisory Partners LLC

14.97K

Mar 31, 26

-1.66K

0.02%

Baird Financial Group, Inc.

14.86K

Mar 31, 26

+119

0.02%

Rockefeller Capital Management L.P.

14.56K

Mar 31, 26

+164

0.02%

J.W. COLE ADVISORS, INC.

14.16K

Mar 31, 26

-28

0.02%

Cedar Point Capital Partners, LLC

13.97K

Mar 31, 26

+700

0.02%

Herold Advisors, Inc.

13.77K

Mar 31, 26

+1.32K

0.02%

PAX Financial Group, LLC

13.64K

Mar 31, 26

-5.99K

0.02%

JONES FINANCIAL COMPANIES LLLP

13.60K

Mar 31, 26

+10.42K

0.02%

MCDONALD PARTNERS LLC

13.27K

Mar 31, 26

0.02%

Arkadios Wealth Advisors

12.71K

Mar 31, 26

+12.71K

0.02%

Balanced Rock Investment Advisor

12.64K

Mar 31, 26

+311

0.02%

Gladstone Institutional Advisory LLC

12.63K

Mar 31, 26

-30.57K

0.02%

Hyundai Investments Co., Ltd.

12.58K

Mar 31, 26

-2.79K

0.02%

Sequent Planning LLC

12.32K

Mar 31, 26

+566

0.02%

Arete Wealth Advisors, LLC

11.77K

Mar 31, 26

+500

0.02%

AlphaCentric Advisors LLC

11.67K

Mar 31, 26

+1.42K

0.02%

Infinity Wealth Counsel, LLC

11.46K

Mar 31, 26

-190

0.02%

LIBERTY SQUARE WEALTH PARTNERS LLC

11.37K

Mar 31, 26

0.02%

U.S. Capital Wealth Advisors, LLC

11.13K

Mar 31, 26

-716

0.02%

Community Bank & Trust, Waco, Texas

11.06K

Mar 31, 26

+889

0.02%

CENTRAL TRUST Co

11.00K

Mar 31, 26

+11.00K

0.02%

Bank of New York Mellon Corp

10.91K

Mar 31, 26

+187

0.02%

PFG Advisors

10.63K

Mar 31, 26

-1.48K

0.02%

WINEBRENNER CAPITAL MANAGEMENT LLC

10.47K

Mar 31, 26

-1.48K

0.02%

Reyes Financial Architecture, Inc.

10.36K

Mar 31, 26

0.02%

Parallel Advisors, LLC

9.91K

Mar 31, 26

0.02%

B. Riley Wealth Advisors, Inc.

9.78K

Mar 31, 26

+178

0.02%

Steel Peak Wealth Management LLC

9.72K

Mar 31, 26

-178

0.02%

Intergy Private Wealth, LLC

9.69K

Mar 31, 26

+468

0.02%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

9.69K

Mar 31, 26

0.02%

Sigma Planning Corp

9.49K

Mar 31, 26

-630

0.02%

Live Oak Investment Partners

9.47K

Mar 31, 26

+9.47K

0.02%

Navis Wealth Advisors, LLC

9.22K

Mar 31, 26

+9.22K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

9.22K

Mar 31, 26

-277.52K

0.02%

TRUIST FINANCIAL CORP

9.08K

Mar 31, 26

+712

0.01%

MONEY CONCEPTS CAPITAL CORP

9.07K

Mar 31, 26

-823

0.01%

Spire Wealth Management

8.98K

Mar 31, 26

-5

0.01%

Summit Financial, LLC

8.96K

Mar 31, 26

+8.96K

0.01%

Banque Cantonale Vaudoise

8.82K

Mar 31, 26

+4.22K

0.01%

Prospera Financial Services Inc

8.72K

Mar 31, 26

0.01%

NTV ASSET MANAGEMENT LLC

8.30K

Mar 31, 26

-500

0.01%

Alteri Wealth LLC

8.14K

Mar 31, 26

+27

0.01%

FMR LLC

8.05K

Mar 31, 26

+3.31K

0.01%

Dorsey & Whitney Trust CO LLC

8.00K

Mar 31, 26

0.01%

Vontobel Holding Ltd.

8.00K

Mar 31, 26

-4.00K

0.01%

PARK AVENUE SECURITIES LLC

7.99K

Mar 31, 26

+516

0.01%

IHT Wealth Management, LLC

7.98K

Mar 31, 26

-10.88K

0.01%

Global Assets Advisory, LLC

7.85K

Mar 31, 26

+125

0.01%

Apollon Wealth Management, LLC

7.75K

Mar 31, 26

+32

0.01%

Saxony Capital Management, LLC

7.61K

Mar 31, 26

0.01%

Bank of New Hampshire

7.08K

Mar 31, 26

-701

0.01%

Root Financial Partners, LLC

6.48K

Mar 31, 26

+375

0.01%

BANK OF MONTREAL /CAN/

6.43K

Mar 31, 26

0.01%

Annis Gardner Whiting Capital Advisors, LLC

6.34K

Mar 31, 26

-269

0.01%

Orion Capital Management LLC

5.50K

Mar 31, 26

0.01%

CITIGROUP INC

4.74K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

4.60K

Mar 31, 26

0.01%

IFP Advisors, Inc

4.59K

Mar 31, 26

-53

0.01%

CONSULTIVA WEALTH MANAGEMENT, CORP.

3.95K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

3.64K

Mar 31, 26

+738

0.01%

Sound Income Strategies, LLC

3.32K

Mar 31, 26

-32

0.01%

NBT BANK N A /NY

3.27K

Mar 31, 26

+3.25K

0.01%

Sunbelt Securities, Inc.

3.15K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

2.95K

Mar 31, 26

0.00%

Strategic Financial Concepts, LLC

2.67K

Mar 31, 26

+2.67K

0.00%

KM Capital Management Ltd.

2.53K

Mar 31, 26

+2.53K

0.00%

Y.D. More Investments Ltd

2.00K

Mar 31, 26

+2.00K

0.00%

CoreCap Advisors, LLC

1.86K

Mar 31, 26

+132

0.00%

Golden State Wealth Management, LLC

1.63K

Mar 31, 26

+202

0.00%

WOLFF WIESE MAGANA LLC

1.42K

Mar 31, 26

+13

0.00%

Asset Dedication, LLC

1.29K

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

1.24K

Mar 31, 26

-71

0.00%

Strategic Investment Solutions, Inc. /IL

1.22K

Mar 31, 26

+13

0.00%

RMG Wealth Management LLC

1.16K

Mar 31, 26

+1.16K

0.00%

WealthShield Partners, LLC

1.15K

Mar 31, 26

-33

0.00%

WELLS FARGO & COMPANY/MN

1.10K

Mar 31, 26

+893

0.00%

MAI Capital Management

839

Mar 31, 26

-1.69K

0.00%

Signature Resources Capital Management, LLC

788

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

680

Mar 31, 26

0.00%

Triumph Capital Management

650

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

544

Mar 31, 26

0.00%

Western Wealth Management, LLC

539

Mar 31, 26

+539

0.00%

Ameliora Wealth Management Ltd.

506

Mar 31, 26

0.00%

Bogart Wealth, LLC

484

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

453

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

441

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

431

Mar 31, 26

+431

0.00%

Bell Investment Advisors, Inc

410

Mar 31, 26

+410

0.00%

FAS Wealth Partners, Inc.

395

Mar 31, 26

-358

0.00%

EverSource Wealth Advisors, LLC

300

Mar 31, 26

+68

0.00%

Merkkuri Wealth Advisors LLC

295

Mar 31, 26

+295

0.00%

TD Waterhouse Canada Inc.

278

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

277

Mar 31, 26

-67

0.00%

DELTA ASSET MANAGEMENT LLC/TN

226

Mar 31, 26

-63

0.00%

Archer Investment Corp

142

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

134

Mar 31, 26

-23

0.00%

SRS Capital Advisors, Inc.

132

Mar 31, 26

-3.02K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-57.45K

0.00%

CULLEN/FROST BANKERS, INC.

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

-2

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-1.63K

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

MASECO LLP

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

Mar 31, 26

+14

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Retirement Wealth Solutions LLC

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Boreal Capital Management LLC

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

0.00%

VISIONARY HORIZONS, LLC

Mar 31, 26

-9.91K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-565

Aristides Capital LLC

Mar 31, 26

-20.55K

Brinker Capital Investments, LLC

Mar 31, 26

-70.29K

Operose Advisors LLC

Mar 31, 26

-543

Stratos Wealth Partners, LTD.

Mar 31, 26

-283.67K

Snowden Capital Advisors LLC

Mar 31, 26

-15.69K

ETF Store, Inc.

Mar 31, 26

-7.50K

TOEWS CORP /ADV

Mar 31, 26

-566.90K

Varma Mutual Pension Insurance Co

Mar 31, 26

-2.00M

HighMark Wealth Management LLC

Mar 31, 26

-98

AXS Investments LLC

Mar 31, 26

-57.25K

Independence Financial Advisors, LLC

Mar 31, 26

-476.03K

Integrated Advisors Network LLC

Mar 31, 26

-8.84K

Concord Wealth Partners

Mar 31, 26

-129

Darwin Wealth Management, LLC

Mar 31, 26

-9

Camelot Portfolios, LLC

Mar 31, 26

-2.01K

Cape Investment Advisory, Inc.

Mar 31, 26

-359

Pensionmark Financial Group, LLC

Mar 31, 26

-151.18K

Cumberland Partners Ltd

Mar 31, 26

-38.80K

Lineweaver Wealth Advisors, LLC

Mar 31, 26

-17.32K

CONTINUUM WEALTH ADVISORS, LLC

Mar 31, 26

-126.91K

CI Private Wealth, LLC

Mar 31, 26

-11.27K

Kilter Group LLC

Mar 31, 26

-1

IFG Advisory, LLC

Mar 31, 26

-89.64K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.10K

Mascagni Wealth Management, Inc.

Mar 31, 26

-7.34K

COMERICA BANK

39.24K

Dec 31, 25

-63

0.06%

Global Retirement Partners, LLC

1.01K

Dec 31, 25

+428

0.00%

SageView Advisory Group, LLC

276

Dec 31, 25

+276

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+40

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-522

Gimbal Financial

303.89K

Sep 30, 25

+303.89K

0.50%

Abich Financial Wealth Management LLC

7.04K

Sep 30, 25

+7.04K

0.01%

Martin Worley Group

132.40K

Jun 30, 25

+14.48K

0.22%

Atria Wealth Solutions, Inc.

39.39K

Jun 30, 25

-89.57K

0.06%

AVANTAX ADVISORY SERVICES, INC.

17.86K

Jun 30, 25

+129

0.03%

First Horizon Advisors, Inc.

4.71K

Jun 30, 25

-4.73K

0.01%

DOHJ, LLC

Jun 30, 25

-149.01K

US FINANCIAL ADVISORS, LLC

81.43K

Mar 31, 25

+1.70K

0.13%

Orion Portfolio Solutions, LLC

32.24K

Mar 31, 25

-82.07K

0.05%

Aveo Capital Partners, LLC

28.81K

Mar 31, 25

+10.76K

0.05%

Executive Wealth Management, LLC

338.80K

Dec 31, 24

+14.80K

0.55%

WR Wealth Planners, LLC

885

Dec 31, 24

-166

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-4.89K

Raymond James Financial Services Advisors, Inc.

155.68K

Sep 30, 24

+17.09K

0.25%

RAYMOND JAMES & ASSOCIATES

45.81K

Sep 30, 24

-12.08K

0.08%

Family Asset Management, LLC

20.92K

Sep 30, 24

-10.04K

0.03%

New Potomac Partners, LLC

6.65K

Sep 30, 24

+6.65K

0.01%

Peterson Financial Group, Inc.

Sep 30, 24

+72

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

BlackRock Inc.

605.78K

Jun 30, 24

-73.39K

0.99%

Coombe, Bender & Co LLC

42.41K

Jun 30, 24

+1.34K

0.07%

ICA Group Wealth Management, LLC

Jun 30, 24

-8.31K

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

670.38K

Mar 31, 24

+56.38K

1.10%

Cetera Advisors LLC

464.61K

Mar 31, 24

+72.45K

0.76%

Cetera Advisor Networks LLC

167.90K

Mar 31, 24

-4.63K

0.27%

CALIBER WEALTH MANAGEMENT, LLC

148.51K

Mar 31, 24

+83.80K

0.24%

Manning & Napier Group, LLC

111.86K

Mar 31, 24

+36.40K

0.18%

WEALTHSOURCE PARTNERS, LLC

18.86K

Dec 31, 23

+10.49K

0.03%

PROVENCE WEALTH MANAGEMENT GROUP

5.97K

Dec 31, 23

-90

0.01%

Scarborough Advisors, LLC

4.36K

Dec 31, 23

+4.36K

0.01%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

Key Bridge Compliance, LLC

48.40K

Sep 30, 23

+48.40K

0.08%

Icon Wealth Partners, LLC

Sep 30, 23

-41.21K

COMERICA SECURITIES,INC.

Sep 30, 23

-51.24K

VALLEY FINANCIAL MANAGEMENT, INC.

34.99K

Jun 30, 23

-2.16K

0.06%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-14

BMS Financial Advisors, LLC

Jun 30, 23

-10.97K

HARVEST GROUP WEALTH MANAGEMENT, LLC

4.55K

Mar 31, 23

-636

0.01%

Laurel Wealth Advisors, Inc.

Dec 31, 22

-16.90K

Foresight Wealth Management, LLC

Dec 31, 22

-20.14K

Spectrum Management Group, LLC

63.41K

Sep 30, 22

+63.33K

0.10%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

45.17K

Sep 30, 22

+1.74K

0.07%

WESTERN FINANCIAL Corp

41.71K

Sep 30, 22

-12.08K

0.07%

ROOSEVELT INVESTMENT GROUP LLC

21.00K

Sep 30, 22

+955

0.03%

American Portfolios Advisors

7.91K

Sep 30, 22

-637

0.01%

Strategic Asset Management, LLC

3.92K

Sep 30, 22

-2.50K

0.01%

KARLINSKI ANDREW C

1.55K

Sep 30, 22

+887

0.00%

B. Riley Wealth Management, Inc.

16.64K

Jun 30, 22

0.03%

Private Capital Group, LLC

7.69K

Jun 30, 22

-19.48K

0.01%

HC FINANCIAL ADVISORS INC

178

Jun 30, 22

+178

0.00%

Lake Point Wealth Management

Jun 30, 22

+44

0.00%

Karn, Couzens & Associates, Inc.

10.42K

Mar 31, 22

+2.93K

0.02%

Biltmore Capital Advisors LLC

206.43K

Dec 31, 21

+28.80K

0.34%

HawsGoodwin Investment Management LLC

156.94K

Dec 31, 21

+5.39K

0.26%

NEXT Financial Group, Inc

127.93K

Dec 31, 21

+63.42K

0.21%

VIVID FINANCIAL MANAGEMENT, INC.

125.70K

Dec 31, 21

+27.47K

0.21%

Carroll Financial Associates, Inc.

13.97K

Dec 31, 21

+13.97K

0.02%

Cardan Capital Partners, LLC

335.56K

Sep 30, 21

-28.60K

0.55%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

44.01K

Sep 30, 21

+5.59K

0.07%

Cascadia Advisory Services, LLC

26.44K

Sep 30, 21

+14.78K

0.04%

LifePlan Financial Group, Inc

129

Sep 30, 20

0.00%

Global Financial Private Capital, Inc

1.20K

Jun 30, 20

-33.47K

0.00%

Advisor Group, Inc.

40.40K

Dec 31, 19

+12.48K

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

18.87K

Dec 31, 19

-5.78K

0.03%