Fidelity Blue Chip Growth ETF(FBCG)

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Fidelity Blue Chip Growth ETF(FBCG)

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$61.09—

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FBCG(FBCG)

FBCG

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

Institutional Ownership

Top 290 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	19.77M	Mar 31, 26	+1.03M	17.46%
JPMORGAN CHASE & CO	8.99M	Mar 31, 26	-771.16K	7.94%
Dynasty Wealth Management, LLC	7.19M	Mar 31, 26	-255.81K	6.35%
SAGESPRING WEALTH PARTNERS, LLC	5.64M	Mar 31, 26	-1.53M	4.98%
COMMONWEALTH EQUITY SERVICES, LLC	2.90M	Mar 31, 26	+124.35K	2.56%
ENVESTNET ASSET MANAGEMENT INC	2.67M	Mar 31, 26	+1.27M	2.36%
CWM, LLC	2.41M	Mar 31, 26	+1.34M	2.13%
HUNTINGTON NATIONAL BANK	1.73M	Mar 31, 26	+1.73M	1.52%
MORGAN STANLEY	1.57M	Mar 31, 26	+200.41K	1.39%
BANK OF AMERICA CORP /DE/	1.57M	Mar 31, 26	-2.25K	1.38%
Cetera Investment Advisers	1.43M	Mar 31, 26	+298.78K	1.26%
Resources Investment Advisors, LLC.	1.34M	Mar 31, 26	+220.69K	1.19%
WELLS FARGO & COMPANY/MN	1.12M	Mar 31, 26	+305.57K	0.99%
KFA Private Wealth Group, LLC	1.05M	Mar 31, 26	+73.15K	0.93%
MML INVESTORS SERVICES, LLC	1.02M	Mar 31, 26	-157.38K	0.90%
Goodwin Investment Advisory	836.77K	Mar 31, 26	-40.62K	0.74%
UBS Group AG	825.99K	Mar 31, 26	+20.35K	0.73%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	811.79K	Mar 31, 26	+147.30K	0.72%
Portfolio Strategies, Inc.	746.60K	Mar 31, 26	-19.25K	0.66%
RFG Advisory, LLC	663.67K	Mar 31, 26	+129.60K	0.59%
PNC FINANCIAL SERVICES GROUP, INC.	650.02K	Mar 31, 26	+89.96K	0.57%
Colony Group, LLC	639.60K	Mar 31, 26	+23.43K	0.56%
Sowa Financial Group, Inc.	601.67K	Mar 31, 26	+4.87K	0.53%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	516.53K	Mar 31, 26	+74.98K	0.46%
Cambridge Investment Research Advisors, Inc.	506.76K	Mar 31, 26	+12.68K	0.45%
ACCREDITED INVESTOR SERVICES, LLC	468.31K	Mar 31, 26	+23.85K	0.41%
Capital Analysts, LLC	455.85K	Mar 31, 26	+219.63K	0.40%
Centerline Wealth Advisors, LLC	441.45K	Mar 31, 26	-92.43K	0.39%
Advyzon Investment Management, LLC	424.34K	Mar 31, 26	+424.34K	0.37%
AssuredPartners Investment Advisors, LLC	416.69K	Mar 31, 26	-100.67K	0.37%
UNIQUE WEALTH, LLC	397.86K	Mar 31, 26	-49.45K	0.35%
BG Investment Services, Inc.	325.36K	Mar 31, 26	+44.36K	0.29%
HighTower Advisors, LLC	323.47K	Mar 31, 26	+6.57K	0.29%
Arkadios Wealth Advisors	318.69K	Mar 31, 26	+62.90K	0.28%
MAI Capital Management	285.86K	Mar 31, 26	+70.36K	0.25%
Kestra Advisory Services, LLC	281.59K	Mar 31, 26	+60.80K	0.25%
WILEY BROS.-AINTREE CAPITAL, LLC	270.06K	Mar 31, 26	-7.36K	0.24%
LPL Financial LLC	263.24K	Mar 31, 26	+70.49K	0.23%
Advantage Trust Co	234.42K	Mar 31, 26	+18.83K	0.21%
JONES FINANCIAL COMPANIES LLLP	230.98K	Mar 31, 26	+57.46K	0.20%
Salus Financial Advisors, LLC	206.81K	Mar 31, 26	+22.02K	0.18%
CLG LLC	199.95K	Mar 31, 26	+10.43K	0.18%
SAX WEALTH ADVISORS, LLC	187.63K	Mar 31, 26	--	0.17%
MV CAPITAL MANAGEMENT, INC.	184.14K	Mar 31, 26	-20.19K	0.16%
MITCHELL MCLEOD PUGH & WILLIAMS INC	174.31K	Mar 31, 26	+21.11K	0.15%
Janney Montgomery Scott LLC	164.74K	Mar 31, 26	+4.74K	0.15%
Mariner, LLC	160.77K	Mar 31, 26	-8.78K	0.14%
Keystone Wealth Services, LLC	143.24K	Mar 31, 26	+17.41K	0.13%
D.A. DAVIDSON & CO.	142.68K	Mar 31, 26	+74.38K	0.13%
DAHRING \| CUSMANO LLC	136.70K	Mar 31, 26	+11.07K	0.12%
MENORA MIVTACHIM HOLDINGS LTD.	136.27K	Mar 31, 26	--	0.12%
PRINCIPAL SECURITIES, INC.	134.62K	Mar 31, 26	+40.27K	0.12%
BFSG, LLC	131.15K	Mar 31, 26	-199	0.12%
Sigma Planning Corp	124.06K	Mar 31, 26	+6.03K	0.11%
STIFEL FINANCIAL CORP	123.10K	Mar 31, 26	+1.36K	0.11%
Wealth Quarterback LLC	122.41K	Mar 31, 26	+9.34K	0.11%
Per Stirling Capital Management, LLC.	122.24K	Mar 31, 26	+2.65K	0.11%
Cyndeo Wealth Partners, LLC	117.56K	Mar 31, 26	-4.07K	0.10%
Broadleaf Partners, LLC	117.31K	Mar 31, 26	-4.49K	0.10%
First Heartland Consultants, Inc.	115.01K	Mar 31, 26	-20.18K	0.10%
CENTRAL TRUST Co	112.37K	Mar 31, 26	-298	0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC	111.65K	Mar 31, 26	-9.48K	0.10%
Sovran Advisors, LLC	108.74K	Mar 31, 26	-3.50K	0.10%
FIL Ltd	107.80K	Mar 31, 26	-938.56K	0.10%
Clear Creek Financial Management, LLC	104.32K	Mar 31, 26	+38.72K	0.09%
PKS Advisory Services, LLC	96.48K	Mar 31, 26	+4.55K	0.09%
MN Wealth Advisors, LLC	91.77K	Mar 31, 26	+2.90K	0.08%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	90.45K	Mar 31, 26	-131	0.08%
HARBOUR INVESTMENTS, INC.	90.30K	Mar 31, 26	+12.88K	0.08%
IFP Advisors, Inc	88.08K	Mar 31, 26	+49.51K	0.08%
FIFTH THIRD SECURITIES, INC.	85.94K	Mar 31, 26	+11.94K	0.08%
BARNES PETTEY FINANCIAL ADVISORS, LLC	83.42K	Mar 31, 26	+68.88K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82.41K	Mar 31, 26	+7.15K	0.07%
Holos Integrated Wealth LLC	81.19K	Mar 31, 26	+701	0.07%
Creative Planning	80.34K	Mar 31, 26	-21.90K	0.07%
Mutual Advisors, LLC	79.64K	Mar 31, 26	+982	0.07%
CRA Financial Services, LLC	79.15K	Mar 31, 26	+15.29K	0.07%
Essex Financial Services, Inc.	77.74K	Mar 31, 26	+1.06K	0.07%
Variant Private Wealth, LLC	77.54K	Mar 31, 26	-218	0.07%
CAPTRUST FINANCIAL ADVISORS	74.36K	Mar 31, 26	-68	0.07%
M Holdings Securities, Inc.	73.18K	Mar 31, 26	+26.97K	0.06%
Quotient Wealth Partners, LLC	71.56K	Mar 31, 26	+14.29K	0.06%
Rollins Financial Advisors, LLC	66.17K	Mar 31, 26	-199	0.06%
RAYMOND JAMES FINANCIAL INC	64.79K	Mar 31, 26	-2.33K	0.06%
Traynor Capital Management, Inc.	57.94K	Mar 31, 26	+5.61K	0.05%
SUMMIT WEALTH GROUP LLC / CO	54.39K	Mar 31, 26	-640	0.05%
Private Advisor Group, LLC	50.07K	Mar 31, 26	+4.85K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	48.81K	Mar 31, 26	+1.05K	0.04%
Aptus Capital Advisors, LLC	48.58K	Mar 31, 26	+13.43K	0.04%
Certified Advisory Corp	48.46K	Mar 31, 26	+8.62K	0.04%
AE Wealth Management LLC	45.20K	Mar 31, 26	+6.90K	0.04%
Bank of New York Mellon Corp	43.44K	Mar 31, 26	-13.99K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	43.11K	Mar 31, 26	+5.65K	0.04%
Vise Technologies, Inc.	42.70K	Mar 31, 26	--	0.04%
WCG Wealth Advisors LLC	42.38K	Mar 31, 26	-220	0.04%
ADELL HARRIMAN & CARPENTER INC	41.76K	Mar 31, 26	+984	0.04%
Milestone Investment Advisors LLC	40.59K	Mar 31, 26	+8.99K	0.04%
CHILDRESS CAPITAL ADVISORS, LLC	39.91K	Mar 31, 26	-31.34K	0.04%
Rockefeller Capital Management L.P.	39.55K	Mar 31, 26	+30.94K	0.03%
Farther Finance Advisors, LLC	38.06K	Mar 31, 26	+21.54K	0.03%
HICKS CAPITAL MANAGEMENT LLC	37.80K	Mar 31, 26	-16.23K	0.03%
PUREfi Wealth, LLC	36.77K	Mar 31, 26	+5.14K	0.03%
Centurion Wealth Management LLC	33.65K	Mar 31, 26	+907	0.03%
Sunbelt Securities, Inc.	33.16K	Mar 31, 26	+4.30K	0.03%
McGlone Suttner Wealth Management, Inc.	30.68K	Mar 31, 26	-25	0.03%
ADVISOR GROUP HOLDINGS, INC.	30.33K	Mar 31, 26	-32.25K	0.03%
Allen Capital Group, LLC	30.28K	Mar 31, 26	-342	0.03%
Worth Asset Management, LLC	29.77K	Mar 31, 26	+29.77K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29.37K	Mar 31, 26	-39.55K	0.03%
BRADLEY FOSTER & SARGENT INC/CT	28.62K	Mar 31, 26	-897	0.03%
MONEY CONCEPTS CAPITAL CORP	28.16K	Mar 31, 26	+11.33K	0.02%
Qube Research & Technologies Ltd	28.02K	Mar 31, 26	+19.22K	0.02%
Meridian Wealth Management, LLC	28.00K	Mar 31, 26	--	0.02%
Fairvoy Private Wealth, LLC	28.00K	Mar 31, 26	-1.25K	0.02%
Envestnet Portfolio Solutions, Inc.	27.99K	Mar 31, 26	+12.92K	0.02%
CLEAR INVESTMENT RESEARCH, LLC	27.83K	Mar 31, 26	+2.41K	0.02%
Empowered Funds, LLC	27.42K	Mar 31, 26	-2.05K	0.02%
Cambria Investment Management, L.P.	27.42K	Mar 31, 26	-2.05K	0.02%
October Effect Ltd	27.31K	Mar 31, 26	-290	0.02%
Hobart Private Capital, LLC	25.86K	Mar 31, 26	+689	0.02%
17 CAPITAL PARTNERS, LLC	24.70K	Mar 31, 26	+2.35K	0.02%
Traveka Wealth, LLC	24.56K	Mar 31, 26	-7.44K	0.02%
Forbes Financial Planning, Inc.	24.22K	Mar 31, 26	-580	0.02%
Cornerstone Planning Group LLC	23.53K	Mar 31, 26	+14.07K	0.02%
Sachetta, LLC	22.70K	Mar 31, 26	-394	0.02%
WEALTH EFFECTS LLC	21.64K	Mar 31, 26	+4.45K	0.02%
AVAII WEALTH MANAGEMENT, LLC	21.29K	Mar 31, 26	+964	0.02%
CALTON & ASSOCIATES, INC.	20.88K	Mar 31, 26	-915	0.02%
Western Wealth Management, LLC	20.48K	Mar 31, 26	+20.48K	0.02%
Savvy Advisors, Inc.	20.11K	Mar 31, 26	-34.17K	0.02%
Concurrent Investment Advisors, LLC	19.70K	Mar 31, 26	+19.70K	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	19.44K	Mar 31, 26	-3.30K	0.02%
Kerntke Otto McGlone Wealth Management Group	18.77K	Mar 31, 26	+2.50K	0.02%
Sugar Maple Asset Management, LLC	18.32K	Mar 31, 26	+2.19K	0.02%
TANDEM CAPITAL MANAGEMENT CORP /ADV	18.18K	Mar 31, 26	+1.20K	0.02%
Investment Advisory Group, LLC	17.70K	Mar 31, 26	-209	0.02%
CI Private Wealth, LLC	17.51K	Mar 31, 26	+9.60K	0.02%
YARGER WEALTH STRATEGIES, LLC	17.21K	Mar 31, 26	--	0.02%
Signature Wealth Management Group	16.45K	Mar 31, 26	+16.45K	0.01%
SENTINEL PENSION ADVISORS INC	16.35K	Mar 31, 26	-100	0.01%
Meridian Financial, LLC	15.70K	Mar 31, 26	-1.61K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.54K	Mar 31, 26	-1.11K	0.01%
Canvas Wealth Advisors, LLC	15.04K	Mar 31, 26	+4.97K	0.01%
AMERIPRISE FINANCIAL INC	14.99K	Mar 31, 26	-92.24K	0.01%
Cerity Partners LLC	14.99K	Mar 31, 26	+14.99K	0.01%
CoreCap Advisors, LLC	13.99K	Mar 31, 26	-314	0.01%
NATIXIS ADVISORS, L.P.	13.56K	Mar 31, 26	+2.89K	0.01%
Investmark Advisory Group LLC	13.41K	Mar 31, 26	+7.22K	0.01%
GTS SECURITIES LLC	13.12K	Mar 31, 26	+3.44K	0.01%
NewEdge Advisors, LLC	12.31K	Mar 31, 26	-617	0.01%
Barnes Wealth Management Group, Inc	12.22K	Mar 31, 26	+12.22K	0.01%
Merit Financial Group, LLC	12.14K	Mar 31, 26	+12.14K	0.01%
FIRST UNITED BANK & TRUST	11.18K	Mar 31, 26	+7.65K	0.01%
Elm3 Financial Group, LLC	10.21K	Mar 31, 26	-102	0.01%
Larson Financial Group LLC	10.21K	Mar 31, 26	+2.41K	0.01%
AQR CAPITAL MANAGEMENT LLC	10.18K	Mar 31, 26	+1.02K	0.01%
FSM Wealth Advisors, LLC	10.17K	Mar 31, 26	-228	0.01%
Geneos Wealth Management Inc.	10.11K	Mar 31, 26	+7.95K	0.01%
FLORIDA FINANCIAL ADVISORS, LLC	10.08K	Mar 31, 26	+3.19K	0.01%
POM Investment Strategies, LLC	9.98K	Mar 31, 26	+9.56K	0.01%
LJI Wealth Management, LLC	9.59K	Mar 31, 26	--	0.01%
Prostatis Group LLC	9.44K	Mar 31, 26	+2.09K	0.01%
Castleview Partners, LLC	9.33K	Mar 31, 26	+3.46K	0.01%
GOLDMAN SACHS GROUP INC	9.21K	Mar 31, 26	+9.21K	0.01%
Koshinski Asset Management, Inc.	9.15K	Mar 31, 26	+209	0.01%
San Luis Wealth Advisors LLC	8.91K	Mar 31, 26	+118	0.01%
Ausdal Financial Partners, Inc.	7.90K	Mar 31, 26	+41	0.01%
New Insight Wealth Advisors	7.85K	Mar 31, 26	+61	0.01%
Clarity Asset Management, Inc.	7.59K	Mar 31, 26	+7.59K	0.01%
Wealthcare Capital Partners, LLC	7.49K	Mar 31, 26	+1.25K	0.01%
Lido Advisors, LLC	7.08K	Mar 31, 26	+7.08K	0.01%
Onyx Bridge Wealth Group LLC	6.68K	Mar 31, 26	-10.46K	0.01%
HARBOR INVESTMENT ADVISORY, LLC	6.65K	Mar 31, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	6.64K	Mar 31, 26	+1.44K	0.01%
Snowden Capital Advisors LLC	6.20K	Mar 31, 26	--	0.01%
Brookwood Investment Group LLC	6.13K	Mar 31, 26	+6.13K	0.01%
Wealthcare Advisory Partners LLC	6.02K	Mar 31, 26	-639	0.01%
HBW Advisory Services LLC	5.98K	Mar 31, 26	+5.98K	0.01%
YHB Investment Advisors, Inc.	5.79K	Mar 31, 26	+5.79K	0.01%
Stonebridge Financial Group, LLC	5.78K	Mar 31, 26	-165	0.01%
Arcus Capital Partners, LLC	5.53K	Mar 31, 26	--	0.00%
Fort Sheridan Advisors LLC	5.33K	Mar 31, 26	+185	0.00%
B.O.S.S. Retirement Advisors, LLC	5.19K	Mar 31, 26	+5.19K	0.00%
TRUIST FINANCIAL CORP	5.01K	Mar 31, 26	-2.30K	0.00%
CIBC WORLD MARKET INC.	4.95K	Mar 31, 26	+4.95K	0.00%
FIFTH THIRD BANCORP	4.85K	Mar 31, 26	+4.85K	0.00%
INSPIRION WEALTH ADVISORS, LLC	4.73K	Mar 31, 26	-1.03K	0.00%
BENJAMIN EDWARDS INC	4.66K	Mar 31, 26	-280	0.00%
Fiduciary Group LLC	4.58K	Mar 31, 26	+4.58K	0.00%
Trexquant Investment LP	4.55K	Mar 31, 26	+761	0.00%
MWA Asset Management	4.47K	Mar 31, 26	-30	0.00%
MISSION WEALTH MANAGEMENT, LP	4.30K	Mar 31, 26	+4.30K	0.00%
Kingsview Wealth Management, LLC	4.14K	Mar 31, 26	--	0.00%
Baron Wealth Management LLC	4.12K	Mar 31, 26	+4.12K	0.00%
Jaffetilchin Investment Partners, LLC	4.09K	Mar 31, 26	--	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	4.00K	Mar 31, 26	-3.80K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.73K	Mar 31, 26	+1.43K	0.00%
VESTOR CAPITAL, LLC	3.68K	Mar 31, 26	-34.71K	0.00%
Harbor Asset Planning, Inc.	2.73K	Mar 31, 26	--	0.00%
ROYAL BANK OF CANADA	2.43K	Mar 31, 26	+1.32K	0.00%
BANK OF MONTREAL /CAN/	2.20K	Mar 31, 26	+962	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	1.93K	Mar 31, 26	--	0.00%
DAGCO, INC.	1.88K	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.61K	Mar 31, 26	--	0.00%
BlackRock, Inc.	1.50K	Mar 31, 26	-918	0.00%
Advisory Services Network, LLC	1.36K	Mar 31, 26	+1.36K	0.00%
Raleigh Capital Management Inc.	1.27K	Mar 31, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	1.25K	Mar 31, 26	-597	0.00%
CITIGROUP INC	1.02K	Mar 31, 26	+1.02K	0.00%
Spire Wealth Management	831	Mar 31, 26	+320	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	756	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	644	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	611	Mar 31, 26	+611	0.00%
Kingdom Financial Group LLC.	611	Mar 31, 26	+611	0.00%
Ancora Advisors, LLC	568	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	550	Mar 31, 26	+200	0.00%
Sound Income Strategies, LLC	485	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	476	Mar 31, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	475	Mar 31, 26	+475	0.00%
Cassaday & Co Wealth Management LLC	416	Mar 31, 26	+416	0.00%
Steigerwald, Gordon & Koch Inc.	400	Mar 31, 26	+400	0.00%
Abound Wealth Management	329	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	295	Mar 31, 26	-60	0.00%
CBIZ Investment Advisory Services, LLC	240	Mar 31, 26	--	0.00%
Central Pacific Bank - Trust Division	202	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	200	Mar 31, 26	+200	0.00%
LRI Investments, LLC	200	Mar 31, 26	--	0.00%
Allworth Financial LP	195	Mar 31, 26	+95	0.00%
Nemes Rush Group LLC	174	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	143	Mar 31, 26	+143	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	143	Mar 31, 26	+143	0.00%
IAG Wealth Partners, LLC	115	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	105	Mar 31, 26	--	0.00%
ASSETMARK, INC	100	Mar 31, 26	-264	0.00%
Smartleaf Asset Management LLC	76	Mar 31, 26	+76	0.00%
Atlantic Union Bankshares Corp	68	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	54	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	44	Mar 31, 26	+44	0.00%
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-54.83K	--
Elevation Capital Advisory, LLC	--	Mar 31, 26	-13.22K	--
SILVER OAK SECURITIES, INCORPORATED	--	Mar 31, 26	-4.22K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Mar 31, 26	-4.16K	--
SOL Capital Management CO	--	Mar 31, 26	-14.03K	--
LGT Financial Advisors LLC	--	Mar 31, 26	-5.00K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-161	--
Moors & Cabot, Inc.	--	Mar 31, 26	-4.71K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-444	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-638	--
Bare Financial Services, Inc	--	Mar 31, 26	-155	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-2	--
Victrix Investment Advisors	--	Mar 31, 26	-5.98K	--
Steward Partners Investment Advisory, LLC	--	Mar 31, 26	-1.14K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-1.46M	--
Empower Advisory Group, LLC	--	Mar 31, 26	-5.12K	--
Mirae Asset Global Investments Co., Ltd.	--	Mar 31, 26	-79.46K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-9.42K	--
TWO SIGMA INVESTMENTS, LP	--	Mar 31, 26	-34.20K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-286.01K	--
Brookstone Capital Management	--	Mar 31, 26	-35.06K	--
Beaird Harris Wealth Management, LLC	--	Mar 31, 26	-4.83K	--
Dentgroup LLC	61.14K	Dec 31, 25	-8.75K	0.05%
Sequent Asset Management, LLC	31.62K	Dec 31, 25	-199	0.03%
COMERICA BANK	4.89K	Dec 31, 25	--	0.00%
Northwest Capital Management Inc	988	Dec 31, 25	--	0.00%
TUCKER ASSET MANAGEMENT LLC	100	Dec 31, 25	+100	0.00%
SageView Advisory Group, LLC	32	Dec 31, 25	+32	0.00%
Global Retirement Partners, LLC	2	Dec 31, 25	+2	0.00%
Guerra Advisors Inc	29.86K	Sep 30, 25	+3.16K	0.03%
CROWLEY WEALTH MANAGEMENT, INC.	409	Sep 30, 25	+409	0.00%
AVANTAX ADVISORY SERVICES, INC.	408.85K	Jun 30, 25	+71.60K	0.36%
Atria Wealth Solutions, Inc.	6.09K	Jun 30, 25	-57.18K	0.01%
CHURCHILL MANAGEMENT Corp	--	Jun 30, 25	-34.19K	--
CAROLINAS WEALTH CONSULTING LLC	55.23K	Mar 31, 25	+1.28K	0.05%
Orion Portfolio Solutions, LLC	8.44K	Mar 31, 25	-5.56K	0.01%
Sandy Spring Bank	68	Mar 31, 25	+68	0.00%
Cassady Schiller Wealth Management, LLC	22	Dec 31, 24	+22	0.00%
Kowal Investment Group, LLC	636.55K	Sep 30, 24	-23.42K	0.56%
RAYMOND JAMES & ASSOCIATES	6.99K	Sep 30, 24	-7.34K	0.01%
FinTrust Capital Advisors, LLC	83	Sep 30, 24	-31	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	281	Jun 30, 24	--	0.00%
Cetera Advisors LLC	127.17K	Mar 31, 24	+109.77K	0.11%
Cetera Advisor Networks LLC	109.55K	Mar 31, 24	+19.48K	0.10%
WADE G W & INC	102.25K	Dec 31, 23	+102.25K	0.09%
Bartlett & Co. LLC	640	Dec 31, 23	--	0.00%
Ahrens Investment Partners LLC	1.26K	Mar 31, 23	+1.26K	0.00%
55I, LLC	245.19K	Sep 30, 22	+11.19K	0.22%
American Portfolios Advisors	81.24K	Sep 30, 22	+13.01K	0.07%
Livingston Group Asset Management CO (operating as Southport Capital Management)	28.00K	Mar 31, 22	--	0.02%
Winslow, Evans & Crocker, Inc.	200	Dec 31, 20	+200	0.00%
First Allied Advisory Services, Inc.	20.89K	Sep 30, 20	+20.89K	0.02%

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Holder

Date

Change

% Held

FMR LLC

19.77M

Mar 31, 26

+1.03M

17.46%

JPMORGAN CHASE & CO

8.99M

Mar 31, 26

-771.16K

7.94%

Dynasty Wealth Management, LLC

7.19M

Mar 31, 26

-255.81K

6.35%

SAGESPRING WEALTH PARTNERS, LLC

5.64M

Mar 31, 26

-1.53M

4.98%

COMMONWEALTH EQUITY SERVICES, LLC

2.90M

Mar 31, 26

+124.35K

2.56%

ENVESTNET ASSET MANAGEMENT INC

2.67M

Mar 31, 26

+1.27M

2.36%

CWM, LLC

2.41M

Mar 31, 26

+1.34M

2.13%

HUNTINGTON NATIONAL BANK

1.73M

Mar 31, 26

+1.73M

1.52%

MORGAN STANLEY

1.57M

Mar 31, 26

+200.41K

1.39%

BANK OF AMERICA CORP /DE/

1.57M

Mar 31, 26

-2.25K

1.38%

Cetera Investment Advisers

1.43M

Mar 31, 26

+298.78K

1.26%

Resources Investment Advisors, LLC.

1.34M

Mar 31, 26

+220.69K

1.19%

WELLS FARGO & COMPANY/MN

1.12M

Mar 31, 26

+305.57K

0.99%

KFA Private Wealth Group, LLC

1.05M

Mar 31, 26

+73.15K

0.93%

MML INVESTORS SERVICES, LLC

1.02M

Mar 31, 26

-157.38K

0.90%

Goodwin Investment Advisory

836.77K

Mar 31, 26

-40.62K

0.74%

UBS Group AG

825.99K

Mar 31, 26

+20.35K

0.73%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

811.79K

Mar 31, 26

+147.30K

0.72%

Portfolio Strategies, Inc.

746.60K

Mar 31, 26

-19.25K

0.66%

RFG Advisory, LLC

663.67K

Mar 31, 26

+129.60K

0.59%

PNC FINANCIAL SERVICES GROUP, INC.

650.02K

Mar 31, 26

+89.96K

0.57%

Colony Group, LLC

639.60K

Mar 31, 26

+23.43K

0.56%

Sowa Financial Group, Inc.

601.67K

Mar 31, 26

+4.87K

0.53%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

516.53K

Mar 31, 26

+74.98K

0.46%

Cambridge Investment Research Advisors, Inc.

506.76K

Mar 31, 26

+12.68K

0.45%

ACCREDITED INVESTOR SERVICES, LLC

468.31K

Mar 31, 26

+23.85K

0.41%

Capital Analysts, LLC

455.85K

Mar 31, 26

+219.63K

0.40%

Centerline Wealth Advisors, LLC

441.45K

Mar 31, 26

-92.43K

0.39%

Advyzon Investment Management, LLC

424.34K

Mar 31, 26

+424.34K

0.37%

AssuredPartners Investment Advisors, LLC

416.69K

Mar 31, 26

-100.67K

0.37%

UNIQUE WEALTH, LLC

397.86K

Mar 31, 26

-49.45K

0.35%

BG Investment Services, Inc.

325.36K

Mar 31, 26

+44.36K

0.29%

HighTower Advisors, LLC

323.47K

Mar 31, 26

+6.57K

0.29%

Arkadios Wealth Advisors

318.69K

Mar 31, 26

+62.90K

0.28%

MAI Capital Management

285.86K

Mar 31, 26

+70.36K

0.25%

Kestra Advisory Services, LLC

281.59K

Mar 31, 26

+60.80K

0.25%

WILEY BROS.-AINTREE CAPITAL, LLC

270.06K

Mar 31, 26

-7.36K

0.24%

LPL Financial LLC

263.24K

Mar 31, 26

+70.49K

0.23%

Advantage Trust Co

234.42K

Mar 31, 26

+18.83K

0.21%

JONES FINANCIAL COMPANIES LLLP

230.98K

Mar 31, 26

+57.46K

0.20%

Salus Financial Advisors, LLC

206.81K

Mar 31, 26

+22.02K

0.18%

CLG LLC

199.95K

Mar 31, 26

+10.43K

0.18%

SAX WEALTH ADVISORS, LLC

187.63K

Mar 31, 26

0.17%

MV CAPITAL MANAGEMENT, INC.

184.14K

Mar 31, 26

-20.19K

0.16%

MITCHELL MCLEOD PUGH & WILLIAMS INC

174.31K

Mar 31, 26

+21.11K

0.15%

Janney Montgomery Scott LLC

164.74K

Mar 31, 26

+4.74K

0.15%

Mariner, LLC

160.77K

Mar 31, 26

-8.78K

0.14%

Keystone Wealth Services, LLC

143.24K

Mar 31, 26

+17.41K

0.13%

D.A. DAVIDSON & CO.

142.68K

Mar 31, 26

+74.38K

0.13%

DAHRING | CUSMANO LLC

136.70K

Mar 31, 26

+11.07K

0.12%

MENORA MIVTACHIM HOLDINGS LTD.

136.27K

Mar 31, 26

0.12%

PRINCIPAL SECURITIES, INC.

134.62K

Mar 31, 26

+40.27K

0.12%

BFSG, LLC

131.15K

Mar 31, 26

-199

0.12%

Sigma Planning Corp

124.06K

Mar 31, 26

+6.03K

0.11%

STIFEL FINANCIAL CORP

123.10K

Mar 31, 26

+1.36K

0.11%

Wealth Quarterback LLC

122.41K

Mar 31, 26

+9.34K

0.11%

Per Stirling Capital Management, LLC.

122.24K

Mar 31, 26

+2.65K

0.11%

Cyndeo Wealth Partners, LLC

117.56K

Mar 31, 26

-4.07K

0.10%

Broadleaf Partners, LLC

117.31K

Mar 31, 26

-4.49K

0.10%

First Heartland Consultants, Inc.

115.01K

Mar 31, 26

-20.18K

0.10%

CENTRAL TRUST Co

112.37K

Mar 31, 26

-298

0.10%

KESTRA PRIVATE WEALTH SERVICES, LLC

111.65K

Mar 31, 26

-9.48K

0.10%

Sovran Advisors, LLC

108.74K

Mar 31, 26

-3.50K

0.10%

FIL Ltd

107.80K

Mar 31, 26

-938.56K

0.10%

Clear Creek Financial Management, LLC

104.32K

Mar 31, 26

+38.72K

0.09%

PKS Advisory Services, LLC

96.48K

Mar 31, 26

+4.55K

0.09%

MN Wealth Advisors, LLC

91.77K

Mar 31, 26

+2.90K

0.08%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

90.45K

Mar 31, 26

-131

0.08%

HARBOUR INVESTMENTS, INC.

90.30K

Mar 31, 26

+12.88K

0.08%

IFP Advisors, Inc

88.08K

Mar 31, 26

+49.51K

0.08%

FIFTH THIRD SECURITIES, INC.

85.94K

Mar 31, 26

+11.94K

0.08%

BARNES PETTEY FINANCIAL ADVISORS, LLC

83.42K

Mar 31, 26

+68.88K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

82.41K

Mar 31, 26

+7.15K

0.07%

Holos Integrated Wealth LLC

81.19K

Mar 31, 26

+701

0.07%

Creative Planning

80.34K

Mar 31, 26

-21.90K

0.07%

Mutual Advisors, LLC

79.64K

Mar 31, 26

+982

0.07%

CRA Financial Services, LLC

79.15K

Mar 31, 26

+15.29K

0.07%

Essex Financial Services, Inc.

77.74K

Mar 31, 26

+1.06K

0.07%

Variant Private Wealth, LLC

77.54K

Mar 31, 26

-218

0.07%

CAPTRUST FINANCIAL ADVISORS

74.36K

Mar 31, 26

-68

0.07%

M Holdings Securities, Inc.

73.18K

Mar 31, 26

+26.97K

0.06%

Quotient Wealth Partners, LLC

71.56K

Mar 31, 26

+14.29K

0.06%

Rollins Financial Advisors, LLC

66.17K

Mar 31, 26

-199

0.06%

RAYMOND JAMES FINANCIAL INC

64.79K

Mar 31, 26

-2.33K

0.06%

Traynor Capital Management, Inc.

57.94K

Mar 31, 26

+5.61K

0.05%

SUMMIT WEALTH GROUP LLC / CO

54.39K

Mar 31, 26

-640

0.05%

Private Advisor Group, LLC

50.07K

Mar 31, 26

+4.85K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

48.81K

Mar 31, 26

+1.05K

0.04%

Aptus Capital Advisors, LLC

48.58K

Mar 31, 26

+13.43K

0.04%

Certified Advisory Corp

48.46K

Mar 31, 26

+8.62K

0.04%

AE Wealth Management LLC

45.20K

Mar 31, 26

+6.90K

0.04%

Bank of New York Mellon Corp

43.44K

Mar 31, 26

-13.99K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

43.11K

Mar 31, 26

+5.65K

0.04%

Vise Technologies, Inc.

42.70K

Mar 31, 26

0.04%

WCG Wealth Advisors LLC

42.38K

Mar 31, 26

-220

0.04%

ADELL HARRIMAN & CARPENTER INC

41.76K

Mar 31, 26

+984

0.04%

Milestone Investment Advisors LLC

40.59K

Mar 31, 26

+8.99K

0.04%

CHILDRESS CAPITAL ADVISORS, LLC

39.91K

Mar 31, 26

-31.34K

0.04%

Rockefeller Capital Management L.P.

39.55K

Mar 31, 26

+30.94K

0.03%

Farther Finance Advisors, LLC

38.06K

Mar 31, 26

+21.54K

0.03%

HICKS CAPITAL MANAGEMENT LLC

37.80K

Mar 31, 26

-16.23K

0.03%

PUREfi Wealth, LLC

36.77K

Mar 31, 26

+5.14K

0.03%

Centurion Wealth Management LLC

33.65K

Mar 31, 26

+907

0.03%

Sunbelt Securities, Inc.

33.16K

Mar 31, 26

+4.30K

0.03%

McGlone Suttner Wealth Management, Inc.

30.68K

Mar 31, 26

-25

0.03%

ADVISOR GROUP HOLDINGS, INC.

30.33K

Mar 31, 26

-32.25K

0.03%

Allen Capital Group, LLC

30.28K

Mar 31, 26

-342

0.03%

Worth Asset Management, LLC

29.77K

Mar 31, 26

+29.77K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

29.37K

Mar 31, 26

-39.55K

0.03%

BRADLEY FOSTER & SARGENT INC/CT

28.62K

Mar 31, 26

-897

0.03%

MONEY CONCEPTS CAPITAL CORP

28.16K

Mar 31, 26

+11.33K

0.02%

Qube Research & Technologies Ltd

28.02K

Mar 31, 26

+19.22K

0.02%

Meridian Wealth Management, LLC

28.00K

Mar 31, 26

0.02%

Fairvoy Private Wealth, LLC

28.00K

Mar 31, 26

-1.25K

0.02%

Envestnet Portfolio Solutions, Inc.

27.99K

Mar 31, 26

+12.92K

0.02%

CLEAR INVESTMENT RESEARCH, LLC

27.83K

Mar 31, 26

+2.41K

0.02%

Empowered Funds, LLC

27.42K

Mar 31, 26

-2.05K

0.02%

Cambria Investment Management, L.P.

27.42K

Mar 31, 26

-2.05K

0.02%

October Effect Ltd

27.31K

Mar 31, 26

-290

0.02%

Hobart Private Capital, LLC

25.86K

Mar 31, 26

+689

0.02%

17 CAPITAL PARTNERS, LLC

24.70K

Mar 31, 26

+2.35K

0.02%

Traveka Wealth, LLC

24.56K

Mar 31, 26

-7.44K

0.02%

Forbes Financial Planning, Inc.

24.22K

Mar 31, 26

-580

0.02%

Cornerstone Planning Group LLC

23.53K

Mar 31, 26

+14.07K

0.02%

Sachetta, LLC

22.70K

Mar 31, 26

-394

0.02%

WEALTH EFFECTS LLC

21.64K

Mar 31, 26

+4.45K

0.02%

AVAII WEALTH MANAGEMENT, LLC

21.29K

Mar 31, 26

+964

0.02%

CALTON & ASSOCIATES, INC.

20.88K

Mar 31, 26

-915

0.02%

Western Wealth Management, LLC

20.48K

Mar 31, 26

+20.48K

0.02%

Savvy Advisors, Inc.

20.11K

Mar 31, 26

-34.17K

0.02%

Concurrent Investment Advisors, LLC

19.70K

Mar 31, 26

+19.70K

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

19.44K

Mar 31, 26

-3.30K

0.02%

Kerntke Otto McGlone Wealth Management Group

18.77K

Mar 31, 26

+2.50K

0.02%

Sugar Maple Asset Management, LLC

18.32K

Mar 31, 26

+2.19K

0.02%

TANDEM CAPITAL MANAGEMENT CORP /ADV

18.18K

Mar 31, 26

+1.20K

0.02%

Investment Advisory Group, LLC

17.70K

Mar 31, 26

-209

0.02%

CI Private Wealth, LLC

17.51K

Mar 31, 26

+9.60K

0.02%

YARGER WEALTH STRATEGIES, LLC

17.21K

Mar 31, 26

0.02%

Signature Wealth Management Group

16.45K

Mar 31, 26

+16.45K

0.01%

SENTINEL PENSION ADVISORS INC

16.35K

Mar 31, 26

-100

0.01%

Meridian Financial, LLC

15.70K

Mar 31, 26

-1.61K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.54K

Mar 31, 26

-1.11K

0.01%

Canvas Wealth Advisors, LLC

15.04K

Mar 31, 26

+4.97K

0.01%

AMERIPRISE FINANCIAL INC

14.99K

Mar 31, 26

-92.24K

0.01%

Cerity Partners LLC

14.99K

Mar 31, 26

+14.99K

0.01%

CoreCap Advisors, LLC

13.99K

Mar 31, 26

-314

0.01%

NATIXIS ADVISORS, L.P.

13.56K

Mar 31, 26

+2.89K

0.01%

Investmark Advisory Group LLC

13.41K

Mar 31, 26

+7.22K

0.01%

GTS SECURITIES LLC

13.12K

Mar 31, 26

+3.44K

0.01%

NewEdge Advisors, LLC

12.31K

Mar 31, 26

-617

0.01%

Barnes Wealth Management Group, Inc

12.22K

Mar 31, 26

+12.22K

0.01%

Merit Financial Group, LLC

12.14K

Mar 31, 26

+12.14K

0.01%

FIRST UNITED BANK & TRUST

11.18K

Mar 31, 26

+7.65K

0.01%

Elm3 Financial Group, LLC

10.21K

Mar 31, 26

-102

0.01%

Larson Financial Group LLC

10.21K

Mar 31, 26

+2.41K

0.01%

AQR CAPITAL MANAGEMENT LLC

10.18K

Mar 31, 26

+1.02K

0.01%

FSM Wealth Advisors, LLC

10.17K

Mar 31, 26

-228

0.01%

Geneos Wealth Management Inc.

10.11K

Mar 31, 26

+7.95K

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

10.08K

Mar 31, 26

+3.19K

0.01%

POM Investment Strategies, LLC

9.98K

Mar 31, 26

+9.56K

0.01%

LJI Wealth Management, LLC

9.59K

Mar 31, 26

0.01%

Prostatis Group LLC

9.44K

Mar 31, 26

+2.09K

0.01%

Castleview Partners, LLC

9.33K

Mar 31, 26

+3.46K

0.01%

GOLDMAN SACHS GROUP INC

9.21K

Mar 31, 26

+9.21K

0.01%

Koshinski Asset Management, Inc.

9.15K

Mar 31, 26

+209

0.01%

San Luis Wealth Advisors LLC

8.91K

Mar 31, 26

+118

0.01%

Ausdal Financial Partners, Inc.

7.90K

Mar 31, 26

+41

0.01%

New Insight Wealth Advisors

7.85K

Mar 31, 26

+61

0.01%

Clarity Asset Management, Inc.

7.59K

Mar 31, 26

+7.59K

0.01%

Wealthcare Capital Partners, LLC

7.49K

Mar 31, 26

+1.25K

0.01%

Lido Advisors, LLC

7.08K

Mar 31, 26

+7.08K

0.01%

Onyx Bridge Wealth Group LLC

6.68K

Mar 31, 26

-10.46K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

6.65K

Mar 31, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

6.64K

Mar 31, 26

+1.44K

0.01%

Snowden Capital Advisors LLC

6.20K

Mar 31, 26

0.01%

Brookwood Investment Group LLC

6.13K

Mar 31, 26

+6.13K

0.01%

Wealthcare Advisory Partners LLC

6.02K

Mar 31, 26

-639

0.01%

HBW Advisory Services LLC

5.98K

Mar 31, 26

+5.98K

0.01%

YHB Investment Advisors, Inc.

5.79K

Mar 31, 26

+5.79K

0.01%

Stonebridge Financial Group, LLC

5.78K

Mar 31, 26

-165

0.01%

Arcus Capital Partners, LLC

5.53K

Mar 31, 26

0.00%

Fort Sheridan Advisors LLC

5.33K

Mar 31, 26

+185

0.00%

B.O.S.S. Retirement Advisors, LLC

5.19K

Mar 31, 26

+5.19K

0.00%

TRUIST FINANCIAL CORP

5.01K

Mar 31, 26

-2.30K

0.00%

CIBC WORLD MARKET INC.

4.95K

Mar 31, 26

+4.95K

0.00%

FIFTH THIRD BANCORP

4.85K

Mar 31, 26

+4.85K

0.00%

INSPIRION WEALTH ADVISORS, LLC

4.73K

Mar 31, 26

-1.03K

0.00%

BENJAMIN EDWARDS INC

4.66K

Mar 31, 26

-280

0.00%

Fiduciary Group LLC

4.58K

Mar 31, 26

+4.58K

0.00%

Trexquant Investment LP

4.55K

Mar 31, 26

+761

0.00%

MWA Asset Management

4.47K

Mar 31, 26

-30

0.00%

MISSION WEALTH MANAGEMENT, LP

4.30K

Mar 31, 26

+4.30K

0.00%

Kingsview Wealth Management, LLC

4.14K

Mar 31, 26

0.00%

Baron Wealth Management LLC

4.12K

Mar 31, 26

+4.12K

0.00%

Jaffetilchin Investment Partners, LLC

4.09K

Mar 31, 26

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

4.00K

Mar 31, 26

-3.80K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.73K

Mar 31, 26

+1.43K

0.00%

VESTOR CAPITAL, LLC

3.68K

Mar 31, 26

-34.71K

0.00%

Harbor Asset Planning, Inc.

2.73K

Mar 31, 26

0.00%

ROYAL BANK OF CANADA

2.43K

Mar 31, 26

+1.32K

0.00%

BANK OF MONTREAL /CAN/

2.20K

Mar 31, 26

+962

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

1.93K

Mar 31, 26

0.00%

DAGCO, INC.

1.88K

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.61K

Mar 31, 26

0.00%

BlackRock, Inc.

1.50K

Mar 31, 26

-918

0.00%

Advisory Services Network, LLC

1.36K

Mar 31, 26

+1.36K

0.00%

Raleigh Capital Management Inc.

1.27K

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

1.25K

Mar 31, 26

-597

0.00%

CITIGROUP INC

1.02K

Mar 31, 26

+1.02K

0.00%

Spire Wealth Management

831

Mar 31, 26

+320

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

756

Mar 31, 26

0.00%

NBC SECURITIES, INC.

644

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

611

Mar 31, 26

+611

0.00%

Kingdom Financial Group LLC.

611

Mar 31, 26

+611

0.00%

Ancora Advisors, LLC

568

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

550

Mar 31, 26

+200

0.00%

Sound Income Strategies, LLC

485

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

476

Mar 31, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

475

Mar 31, 26

+475

0.00%

Cassaday & Co Wealth Management LLC

416

Mar 31, 26

+416

0.00%

Steigerwald, Gordon & Koch Inc.

400

Mar 31, 26

+400

0.00%

Abound Wealth Management

329

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

295

Mar 31, 26

-60

0.00%

CBIZ Investment Advisory Services, LLC

240

Mar 31, 26

0.00%

Central Pacific Bank - Trust Division

202

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

200

Mar 31, 26

+200

0.00%

LRI Investments, LLC

200

Mar 31, 26

0.00%

Allworth Financial LP

195

Mar 31, 26

+95

0.00%

Nemes Rush Group LLC

174

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

143

Mar 31, 26

+143

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

143

Mar 31, 26

+143

0.00%

IAG Wealth Partners, LLC

115

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

105

Mar 31, 26

0.00%

ASSETMARK, INC

100

Mar 31, 26

-264

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

+76

0.00%

Atlantic Union Bankshares Corp

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+44

0.00%

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-54.83K

Elevation Capital Advisory, LLC

Mar 31, 26

-13.22K

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-4.22K

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

Mar 31, 26

-4.16K

SOL Capital Management CO

Mar 31, 26

-14.03K

LGT Financial Advisors LLC

Mar 31, 26

-5.00K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-161

Moors & Cabot, Inc.

Mar 31, 26

-4.71K

Cape Investment Advisory, Inc.

Mar 31, 26

-444

SRS Capital Advisors, Inc.

Mar 31, 26

-638

Bare Financial Services, Inc

Mar 31, 26

-155

Ronald Blue Trust, Inc.

Mar 31, 26

-2

Victrix Investment Advisors

Mar 31, 26

-5.98K

Steward Partners Investment Advisory, LLC

Mar 31, 26

-1.14K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-1.46M

Empower Advisory Group, LLC

Mar 31, 26

-5.12K

Mirae Asset Global Investments Co., Ltd.

Mar 31, 26

-79.46K

Brinker Capital Investments, LLC

Mar 31, 26

-9.42K

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-34.20K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-286.01K

Brookstone Capital Management

Mar 31, 26

-35.06K

Beaird Harris Wealth Management, LLC

Mar 31, 26

-4.83K

Dentgroup LLC

61.14K

Dec 31, 25

-8.75K

0.05%

Sequent Asset Management, LLC

31.62K

Dec 31, 25

-199

0.03%

COMERICA BANK

4.89K

Dec 31, 25

0.00%

Northwest Capital Management Inc

988

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

100

Dec 31, 25

+100

0.00%

SageView Advisory Group, LLC

Dec 31, 25

+32

0.00%

Global Retirement Partners, LLC

Dec 31, 25

0.00%

Guerra Advisors Inc

29.86K

Sep 30, 25

+3.16K

0.03%

CROWLEY WEALTH MANAGEMENT, INC.

409

Sep 30, 25

+409

0.00%

AVANTAX ADVISORY SERVICES, INC.

408.85K

Jun 30, 25

+71.60K

0.36%

Atria Wealth Solutions, Inc.

6.09K

Jun 30, 25

-57.18K

0.01%

CHURCHILL MANAGEMENT Corp

Jun 30, 25

-34.19K

CAROLINAS WEALTH CONSULTING LLC

55.23K

Mar 31, 25

+1.28K

0.05%

Orion Portfolio Solutions, LLC

8.44K

Mar 31, 25

-5.56K

0.01%

Sandy Spring Bank

Mar 31, 25

+68

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

+22

0.00%

Kowal Investment Group, LLC

636.55K

Sep 30, 24

-23.42K

0.56%

RAYMOND JAMES & ASSOCIATES

6.99K

Sep 30, 24

-7.34K

0.01%

FinTrust Capital Advisors, LLC

Sep 30, 24

-31

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

281

Jun 30, 24

0.00%

Cetera Advisors LLC

127.17K

Mar 31, 24

+109.77K

0.11%

Cetera Advisor Networks LLC

109.55K

Mar 31, 24

+19.48K

0.10%

WADE G W & INC

102.25K

Dec 31, 23

+102.25K

0.09%

Bartlett & Co. LLC

640

Dec 31, 23

0.00%

Ahrens Investment Partners LLC

1.26K

Mar 31, 23

+1.26K

0.00%

55I, LLC

245.19K

Sep 30, 22

+11.19K

0.22%

American Portfolios Advisors

81.24K

Sep 30, 22

+13.01K

0.07%

Livingston Group Asset Management CO (operating as Southport Capital Management)

28.00K

Mar 31, 22

0.02%

Winslow, Evans & Crocker, Inc.

200

Dec 31, 20

+200

0.00%

First Allied Advisory Services, Inc.

20.89K

Sep 30, 20

+20.89K

0.02%