Fidelity MSCI Consumer Discretionary Index ETF(FDIS)

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Fidelity MSCI Consumer Discretionary Index ETF(FDIS)

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$99.85—

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FDIS(FDIS)

FDIS

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Institutional Ownership

Top 336 Institutional Holders

Holder	Shares	Date	Change	% Held
Lido Advisors, LLC	1.44M	Jun 30, 26	-67.75K	8.59%
AE Wealth Management LLC	1.23M	Jun 30, 26	+127.75K	7.36%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	597.55K	Jun 30, 26	-710.96K	3.58%
Sixth Street Partners Management Company, L.P.	597.55K	Jun 30, 26	+597.55K	3.58%
AGF MANAGEMENT LTD	305.89K	Jun 30, 26	+5.18K	1.83%
MORGAN STANLEY	235.99K	Jun 30, 26	-11.98K	1.41%
ASSETMARK, INC	215.66K	Jun 30, 26	+29.45K	1.29%
Fischer Financial Services, Inc.	144.38K	Jun 30, 26	+3.22K	0.86%
LPL Financial LLC	126.43K	Jun 30, 26	+5.51K	0.76%
COMMONWEALTH EQUITY SERVICES, LLC	124.33K	Jun 30, 26	-2.57K	0.74%
Independence Financial Advisors, LLC	123.46K	Jun 30, 26	+55.32K	0.74%
BANK OF AMERICA CORP /DE/	122.60K	Jun 30, 26	-76.21K	0.73%
ADVISOR GROUP HOLDINGS, INC.	88.60K	Jun 30, 26	+46.68K	0.53%
CITIGROUP INC	84.17K	Jun 30, 26	+32.84K	0.50%
Kestra Advisory Services, LLC	83.26K	Jun 30, 26	-3.29K	0.50%
RAYMOND JAMES FINANCIAL INC	81.71K	Jun 30, 26	+68.17K	0.49%
Keystone Global Partners, LLC	66.57K	Jun 30, 26	+7.47K	0.40%
Yoder Wealth Management, Inc.	66.54K	Jun 30, 26	+7.02K	0.40%
Fisher Asset Management, LLC	64.38K	Jun 30, 26	-2.58K	0.39%
FMR LLC	58.37K	Jun 30, 26	+2.23K	0.35%
STIFEL FINANCIAL CORP	57.70K	Jun 30, 26	+1.14K	0.35%
Steward Partners Investment Advisory, LLC	52.35K	Jun 30, 26	+7.25K	0.31%
KCM INVESTMENT ADVISORS LLC	50.67K	Jun 30, 26	--	0.30%
ATLAS CAPITAL ADVISORS LLC	47.74K	Jun 30, 26	+468	0.29%
Cetera Investment Advisers	46.74K	Jun 30, 26	+6.19K	0.28%
CX Institutional	43.98K	Jun 30, 26	+3.45K	0.26%
PENOBSCOT WEALTH MANAGEMENT	41.18K	Jun 30, 26	+983	0.25%
WELLS FARGO & COMPANY/MN	40.31K	Jun 30, 26	+18.32K	0.24%
Mariner, LLC	40.00K	Jun 30, 26	-208	0.24%
GRIMES & COMPANY, INC.	38.87K	Jun 30, 26	-2.07K	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	37.52K	Jun 30, 26	-37.76K	0.22%
Cambridge Investment Research Advisors, Inc.	37.24K	Jun 30, 26	-1.30K	0.22%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	34.62K	Jun 30, 26	+16.83K	0.21%
ENVESTNET ASSET MANAGEMENT INC	33.87K	Jun 30, 26	+9.40K	0.20%
Kovitz Investment Group Partners, LLC	33.47K	Jun 30, 26	+33.47K	0.20%
Maltin Wealth Management, Inc.	33.39K	Jun 30, 26	-386	0.20%
SCHMIDT P J INVESTMENT MANAGEMENT INC	32.59K	Jun 30, 26	+565	0.20%
SFI Advisors, LLC	31.45K	Jun 30, 26	-634	0.19%
Richmond Brothers, Inc.	26.43K	Jun 30, 26	+26.43K	0.16%
Smith, Salley & Associates	26.00K	Jun 30, 26	+1.49K	0.16%
Lifeworks Advisors, LLC	25.21K	Jun 30, 26	+943	0.15%
Maxele Advisors, LLC	23.63K	Jun 30, 26	+23.63K	0.14%
UBS Group AG	23.32K	Jun 30, 26	-3.12K	0.14%
Janney Montgomery Scott LLC	23.00K	Jun 30, 26	+48	0.14%
ROYAL BANK OF CANADA	21.83K	Jun 30, 26	-11.60K	0.13%
THRIVENT FINANCIAL FOR LUTHERANS	21.55K	Jun 30, 26	-127	0.13%
LYNCH & ASSOCIATES/IN	21.39K	Jun 30, 26	+1.46K	0.13%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	20.37K	Jun 30, 26	-129	0.12%
Jacobs Equity LLC	19.32K	Jun 30, 26	+321	0.12%
Meridian Wealth Management, LLC	18.60K	Jun 30, 26	+5.98K	0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.89K	Jun 30, 26	-250	0.11%
JONES FINANCIAL COMPANIES LLLP	17.84K	Jun 30, 26	+2.50K	0.11%
J.Safra Asset Management Corp	17.64K	Jun 30, 26	+3.95K	0.11%
GOLDMAN SACHS GROUP INC	16.85K	Jun 30, 26	-32.82K	0.10%
Beaumont Financial Advisors, LLC	16.61K	Jun 30, 26	+16.61K	0.10%
Pathway Financial Advisers, LLC	16.34K	Jun 30, 26	+137	0.10%
Rockefeller Capital Management L.P.	15.97K	Jun 30, 26	+1.32K	0.10%
KDK Private Wealth Management, LLC	15.93K	Jun 30, 26	-152	0.10%
AMERICAN NATIONAL BANK	15.64K	Jun 30, 26	+1.31K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.00K	Jun 30, 26	-22.82K	0.09%
Robertson Stephens Wealth Management, LLC	14.47K	Jun 30, 26	+716	0.09%
SOUTHERN CAPITAL ADVISORS, LLC	14.45K	Jun 30, 26	+805	0.09%
J.W. COLE ADVISORS, INC.	13.78K	Jun 30, 26	+13.78K	0.08%
Investors Research Corp	13.22K	Jun 30, 26	-221	0.08%
EP Wealth Advisors, LLC	12.25K	Jun 30, 26	-3.82K	0.07%
Ameritas Advisory Services, LLC	12.15K	Jun 30, 26	-1.68K	0.07%
Heck Capital Advisors, LLC	11.93K	Jun 30, 26	+4.14K	0.07%
Elevated Capital Advisors, LLC	11.70K	Jun 30, 26	-6.82K	0.07%
Signal Advisors Wealth, LLC	10.91K	Jun 30, 26	+10.91K	0.07%
Ellis Investment Partners, LLC	10.86K	Jun 30, 26	-310	0.06%
HighTower Advisors, LLC	10.21K	Jun 30, 26	-7.82K	0.06%
JANE STREET GROUP, LLC	10.00K	Jun 30, 26	-2.63K	0.06%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	9.88K	Jun 30, 26	-409	0.06%
MERCER GLOBAL ADVISORS INC /ADV	9.60K	Jun 30, 26	+2.64K	0.06%
SYON CAPITAL LLC	9.19K	Jun 30, 26	-252	0.06%
Mosley Wealth Management	9.12K	Jun 30, 26	+9.12K	0.05%
Snowden Capital Advisors LLC	8.99K	Jun 30, 26	-395	0.05%
Summit Financial, LLC	8.55K	Jun 30, 26	-1.22K	0.05%
Spire Wealth Management	8.16K	Jun 30, 26	-354	0.05%
BLUE JEAN FINANCIAL LLC	8.07K	Jun 30, 26	-250	0.05%
Redwood Financial Network Corp	7.81K	Jun 30, 26	+1.69K	0.05%
Bayshore Capital Advisors, LLC	7.75K	Jun 30, 26	--	0.05%
Creative Planning	7.75K	Jun 30, 26	+110	0.05%
AMERIPRISE FINANCIAL INC	7.59K	Jun 30, 26	+1.29K	0.05%
BENJAMIN EDWARDS INC	7.49K	Jun 30, 26	+1.10K	0.04%
LEVEL FOUR ADVISORY SERVICES, LLC	7.41K	Jun 30, 26	+48	0.04%
NewEdge Advisors, LLC	7.25K	Jun 30, 26	-2.42K	0.04%
Advisory Services Network, LLC	7.15K	Jun 30, 26	+32	0.04%
Stonebridge Financial Planning Group, LLC	6.88K	Jun 30, 26	-540	0.04%
Soltis Investment Advisors LLC	6.76K	Jun 30, 26	-496	0.04%
Regal Investment Advisors LLC	6.50K	Jun 30, 26	-1.20K	0.04%
SRS Capital Advisors, Inc.	6.32K	Jun 30, 26	+6.00K	0.04%
Sigma Planning Corp	6.27K	Jun 30, 26	-5.30K	0.04%
Farther Finance Advisors, LLC	6.17K	Jun 30, 26	-139	0.04%
MAI Capital Management	6.05K	Jun 30, 26	+3.03K	0.04%
CENTAURUS FINANCIAL, INC.	5.85K	Jun 30, 26	+90	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.46K	Jun 30, 26	+669	0.03%
Centennial Wealth Advisory LLC	5.18K	Jun 30, 26	-40	0.03%
Tower Research Capital LLC (TRC)	5.10K	Jun 30, 26	-12.12K	0.03%
FIFTH THIRD SECURITIES, INC.	4.98K	Jun 30, 26	+927	0.03%
Gladstone Institutional Advisory LLC	4.65K	Jun 30, 26	+8	0.03%
Sanchez Gaunt Capital Management, LLC	4.61K	Jun 30, 26	+55	0.03%
PGIM Custom Harvest LLC	4.58K	Jun 30, 26	+1	0.03%
Eley Financial Management, Inc	4.39K	Jun 30, 26	+21	0.03%
NORTHERN TRUST CORP	4.38K	Jun 30, 26	--	0.03%
Stratos Wealth Advisors, LLC	4.28K	Jun 30, 26	-4.17K	0.03%
NBC SECURITIES, INC.	4.27K	Jun 30, 26	--	0.03%
Crumly & Associates Inc.	4.22K	Jun 30, 26	--	0.03%
Smithfield Trust Co	4.13K	Jun 30, 26	--	0.02%
Purkiss Capital Advisors LLC	3.98K	Jun 30, 26	+429	0.02%
MAGNOLIA CAPITAL MANAGEMENT LTD	3.98K	Jun 30, 26	-1.08K	0.02%
SMITH SHELLNUT WILSON LLC /ADV	3.93K	Jun 30, 26	-50	0.02%
Merit Financial Group, LLC	3.75K	Jun 30, 26	-97	0.02%
Zinnia Wealth Advisory, LLC	3.73K	Jun 30, 26	-36	0.02%
Quantinno Capital Management LP	3.71K	Jun 30, 26	-913	0.02%
PFG Advisors	3.43K	Jun 30, 26	+38	0.02%
VCI Wealth Management LLC	3.40K	Jun 30, 26	+85	0.02%
MML INVESTORS SERVICES, LLC	3.40K	Jun 30, 26	+993	0.02%
WHALEROCK POINT PARTNERS, LLC	3.38K	Jun 30, 26	-297	0.02%
HARBOR INVESTMENT ADVISORY, LLC	3.27K	Jun 30, 26	--	0.02%
MCRAE CAPITAL MANAGEMENT INC	3.13K	Jun 30, 26	+99	0.02%
BRIGHTON JONES LLC	2.98K	Jun 30, 26	+503	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	2.98K	Jun 30, 26	+2.98K	0.02%
FULTON BANK, N.A.	2.96K	Jun 30, 26	+517	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.90K	Jun 30, 26	-412	0.02%
Apollon Wealth Management, LLC	2.89K	Jun 30, 26	+8	0.02%
TRUSTCO BANK CORP N Y	2.80K	Jun 30, 26	--	0.02%
Amplius Wealth Advisors, LLC	2.77K	Jun 30, 26	+316	0.02%
Monte Financial Group, LLC	2.76K	Jun 30, 26	+35	0.02%
Bauman Advisory Group, LLC	2.65K	Jun 30, 26	+2.65K	0.02%
FRANKLIN RESOURCES INC	2.65K	Jun 30, 26	-229	0.02%
Advisory Alpha, LLC	2.53K	Jun 30, 26	--	0.02%
AQR CAPITAL MANAGEMENT LLC	2.47K	Jun 30, 26	+200	0.01%
Rosenberg Matthew Hamilton	2.43K	Jun 30, 26	--	0.01%
Csenge Advisory Group	2.35K	Jun 30, 26	+77	0.01%
Empower Advisory Group, LLC	2.33K	Jun 30, 26	+9	0.01%
Stratos Wealth Partners, LTD.	2.12K	Jun 30, 26	+2.12K	0.01%
CAPTRUST FINANCIAL ADVISORS	2.08K	Jun 30, 26	+2.08K	0.01%
PKS Advisory Services, LLC	2.07K	Jun 30, 26	+2.07K	0.01%
CI Private Wealth, LLC	2.04K	Jun 30, 26	+2.04K	0.01%
Arkadios Wealth Advisors	2.02K	Jun 30, 26	+2.02K	0.01%
Point72 Asset Management, L.P.	2.01K	Jun 30, 26	-650	0.01%
Jupiter Topco LLC	1.95K	Jun 30, 26	+1.95K	0.01%
Joseph P. Lucia & Associates, LLC	1.95K	Jun 30, 26	+1.95K	0.01%
IFP Advisors, Inc	1.82K	Jun 30, 26	-142	0.01%
Global Retirement Partners, LLC	1.56K	Jun 30, 26	+1.56K	0.01%
Atlantic Union Bankshares Corp	1.54K	Jun 30, 26	+104	0.01%
FIFTH THIRD BANCORP	1.48K	Jun 30, 26	-696	0.01%
Pinnacle Wealth Planning Services, Inc.	1.47K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	1.47K	Jun 30, 26	+41	0.01%
CoreCap Advisors, LLC	1.46K	Jun 30, 26	+26	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.41K	Jun 30, 26	--	0.01%
Glen Eagle Advisors, LLC	1.39K	Jun 30, 26	--	0.01%
Piscataqua Savings Bank	1.25K	Jun 30, 26	-933	0.01%
Capital Investment Advisory Services, LLC	1.24K	Jun 30, 26	+36	0.01%
BlackRock, Inc.	1.12K	Jun 30, 26	--	0.01%
Sage Mountain Advisors LLC	1.01K	Jun 30, 26	--	0.01%
Triumph Capital Management	845	Jun 30, 26	-223	0.01%
Colonial Trust Advisors	831	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	827	Jun 30, 26	+827	0.00%
Integrated Wealth Concepts LLC	815	Jun 30, 26	+815	0.00%
HARBOUR INVESTMENTS, INC.	801	Jun 30, 26	+1	0.00%
PROFFITT & GOODSON INC	695	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	639	Jun 30, 26	+639	0.00%
Clearstead Advisors, LLC	618	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	606	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	605	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	549	Jun 30, 26	-11	0.00%
SYM FINANCIAL Corp	524	Jun 30, 26	+524	0.00%
IFG Advisory, LLC	465	Jun 30, 26	+465	0.00%
GLENMEDE TRUST CO NA	434	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	426	Jun 30, 26	+426	0.00%
Allworth Financial LP	387	Jun 30, 26	-154	0.00%
Decker Retirement Planning Inc.	364	Jun 30, 26	--	0.00%
HOWE & RUSLING INC	343	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	285	Jun 30, 26	+285	0.00%
NATIONAL BANK OF CANADA /FI/	284	Jun 30, 26	-27.50K	0.00%
IMA Wealth, Inc.	261	Jun 30, 26	--	0.00%
Barnes Dennig Private Wealth Management LLC	253	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	250	Jun 30, 26	--	0.00%
Rossby Financial, LCC	240	Jun 30, 26	+1	0.00%
Plante Moran Financial Advisors, LLC	237	Jun 30, 26	+237	0.00%
Regatta Research & Money Management	229	Jun 30, 26	+229	0.00%
BARRETT & COMPANY, INC.	211	Jun 30, 26	-1	0.00%
BRYN MAWR TRUST Co	200	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	192	Jun 30, 26	--	0.00%
HighMark Wealth Management LLC	190	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	185	Jun 30, 26	--	0.00%
HM PAYSON & CO	172	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	171	Jun 30, 26	-36	0.00%
Tidemark, LLC	170	Jun 30, 26	+1	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	150	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	149	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	149	Jun 30, 26	--	0.00%
Waverly Advisors, LLC	140	Jun 30, 26	-70	0.00%
Quest 10 Wealth Builders, Inc.	135	Jun 30, 26	+34	0.00%
Roxbury Financial LLC	134	Jun 30, 26	--	0.00%
GAMMA Investing LLC	128	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	123	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	121	Jun 30, 26	+96	0.00%
JFS WEALTH ADVISORS, LLC	112	Jun 30, 26	+112	0.00%
Morton Brown Family Wealth, LLC	106	Jun 30, 26	--	0.00%
Napier Financial, LLC	103	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	100	Jun 30, 26	+100	0.00%
Allspring Global Investments Holdings, LLC	100	Jun 30, 26	+100	0.00%
Byrne Asset Management LLC	96	Jun 30, 26	--	0.00%
Coppell Advisory Solutions LLC	92	Jun 30, 26	+92	0.00%
Russell Investments Group, Ltd.	91	Jun 30, 26	-97	0.00%
Key Capital Management, INC	89	Jun 30, 26	+67	0.00%
Darwin Wealth Management, LLC	84	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	83	Jun 30, 26	--	0.00%
Strengthening Families & Communities, LLC	77	Jun 30, 26	+62	0.00%
Ashton Thomas Private Wealth, LLC	70	Jun 30, 26	--	0.00%
Allied Private Wealth LLC	50	Jun 30, 26	+50	0.00%
MCF Advisors LLC	46	Jun 30, 26	--	0.00%
EPG Wealth Management LLC	45	Jun 30, 26	+1	0.00%
Newbridge Financial Services Group, Inc.	42	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	41	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	40	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	38	Jun 30, 26	-3.97K	0.00%
Geneos Wealth Management Inc.	36	Jun 30, 26	-175	0.00%
GHP Investment Advisors, Inc.	36	Jun 30, 26	--	0.00%
POM Investment Strategies, LLC	36	Jun 30, 26	+36	0.00%
Parallel Advisors, LLC	35	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	35	Jun 30, 26	+35	0.00%
Pillar Financial Advisors, LLC	34	Jun 30, 26	--	0.00%
GILPIN WEALTH MANAGEMENT, LLC	26	Jun 30, 26	--	0.00%
Operose Advisors LLC	25	Jun 30, 26	--	0.00%
MOTCO	25	Jun 30, 26	+25	0.00%
US BANCORP \DE\	23	Jun 30, 26	-17	0.00%
Kingdom Financial Group LLC.	17	Jun 30, 26	+17	0.00%
DecisionPoint Financial, LLC	16	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	15	Jun 30, 26	--	0.00%
LRI Investments, LLC	12	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	6	Jun 30, 26	+6	0.00%
Aptus Capital Advisors, LLC	1	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Larson Financial Group LLC	1	Jun 30, 26	+1	0.00%
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-46.70K	--
Global Assets Advisory, LLC	--	Jun 30, 26	-70.39K	--
Interchange Capital Partners, LLC	--	Jun 30, 26	-2.95K	--
HALL CAPITAL MANAGEMENT CO INC	--	Jun 30, 26	-5.14K	--
TFC Financial Management, Inc.	--	Jun 30, 26	-50	--
Sound Income Strategies, LLC	--	Jun 30, 26	-312	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-2.69K	--
Federation des caisses Desjardins du Quebec	--	Jun 30, 26	-19	--
WealthShield Partners, LLC	--	Jun 30, 26	-550	--
Root Financial Partners, LLC	--	Jun 30, 26	-182	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-1.34K	--
Western Wealth Management, LLC	--	Jun 30, 26	-110	--
Abound Wealth Management	--	Jun 30, 26	-3	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-8.96K	--
Addison Advisors LLC	--	Jun 30, 26	-522	--
Truvestments Capital LLC	--	Jun 30, 26	-68	--
DUNCKER STREETT & CO INC	--	Jun 30, 26	-3	--
TRUIST FINANCIAL CORP	--	Jun 30, 26	-2.27K	--
VAN ECK ASSOCIATES CORP	--	Jun 30, 26	-55	--
DAGCO, INC.	--	Jun 30, 26	-350	--
Valued Wealth Advisors LLC	--	Jun 30, 26	-37	--
Sunbelt Securities, Inc.	7.17K	Mar 31, 26	-3.00K	0.04%
Charter Oak Capital Management, LLC	4.62K	Mar 31, 26	-1.50K	0.03%
Richard Bernstein Advisors LLC	2.67K	Mar 31, 26	-481.37K	0.02%
Cherry Tree Wealth Management, LLC	345	Mar 31, 26	+345	0.00%
Anfield Capital Management, LLC	300	Mar 31, 26	+300	0.00%
CWM, LLC	80	Mar 31, 26	-14	0.00%
BROWN, LISLE/CUMMINGS, INC.	12	Mar 31, 26	--	0.00%
COMERICA BANK	2.76K	Dec 31, 25	+851	0.02%
CIBC Private Wealth Group, LLC	1.49K	Dec 31, 25	+74	0.01%
Motiv8 Investments LLC	812	Dec 31, 25	+812	0.00%
Cubist Systematic Strategies, LLC	8.67K	Sep 30, 25	+8.67K	0.05%
Guerra Advisors Inc	2.89K	Sep 30, 25	-37.57K	0.02%
Court Place Advisors, LLC	1.97K	Sep 30, 25	+1.97K	0.01%
Glenmede Investment Management, LP	442	Sep 30, 25	--	0.00%
Promus Capital, LLC	210	Sep 30, 25	--	0.00%
Pineridge Advisors LLC	91	Sep 30, 25	--	0.00%
Exchange Capital Management, Inc.	28.36K	Jun 30, 25	-721	0.17%
Atria Wealth Solutions, Inc.	12.65K	Jun 30, 25	-12.43K	0.08%
Congress Wealth Management LLC / DE /	3.31K	Jun 30, 25	-9.14K	0.02%
Capital A Wealth Management, LLC	66	Jun 30, 25	+3	0.00%
Moser Wealth Advisors, LLC	48	Jun 30, 25	+48	0.00%
Orion Portfolio Solutions, LLC	16.14K	Mar 31, 25	-218	0.10%
Lindbrook Capital, LLC	209	Mar 31, 25	--	0.00%
Grant/GrossMendelsohn, LLC	--	Mar 31, 25	-33.06K	--
MONUMENTAL FINANCIAL GROUP INC.	245.27K	Sep 30, 24	+28.54K	1.47%
RAYMOND JAMES & ASSOCIATES	19.52K	Sep 30, 24	+566	0.12%
Raymond James Financial Services Advisors, Inc.	8.34K	Sep 30, 24	+45	0.05%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	3.08K	Sep 30, 24	+3.08K	0.02%
Syntrinsic LLC	261	Sep 30, 24	--	0.00%
SYSTM Wealth Solutions LLC	31	Sep 30, 24	+31	0.00%
BlackRock Inc.	1.57K	Jun 30, 24	+1.57K	0.01%
Connectus Wealth, LLC	103.63K	Mar 31, 24	+92.10K	0.62%
Cetera Advisor Networks LLC	22.70K	Mar 31, 24	+2.70K	0.14%
Baystate Wealth Management LLC	53	Dec 31, 23	+1	0.00%
Bartlett & Co. LLC	--	Dec 31, 23	-26	--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.12K	Sep 30, 23	+272	0.05%
First Capital Advisors Group, LLC.	30	Jun 30, 23	+30	0.00%
Cribstone Capital Management, LLC	23.20K	Dec 31, 22	+137	0.14%
55I, LLC	54.27K	Sep 30, 22	-9.92K	0.32%
American Portfolios Advisors	330	Sep 30, 22	-256	0.00%
Covington Capital Management	--	Sep 30, 22	-200	--
AGF Investments LLC	--	Sep 30, 22	-14	--
ACG Wealth	--	Sep 30, 22	-17	--
BIVIN & ASSOCIATES, INC.	42.76K	Jun 30, 22	+2.49K	0.26%
Pinnacle Private Wealth, LLC	7.46K	Jun 30, 22	-20	0.04%
Loveless Wealth Management LLC	4.63K	Jun 30, 22	+130	0.03%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	15.90K	Mar 31, 22	+685	0.10%
KINGS POINT CAPITAL MANAGEMENT	2.55K	Mar 31, 22	--	0.02%
Nauset Wealth Management. LLC	1.78K	Mar 31, 22	-1.06K	0.01%
MIRSKY FINANCIAL MANAGEMENT CORP.	57.43K	Dec 31, 21	+1.40K	0.34%
NEXT Financial Group, Inc	506	Dec 31, 21	+46	0.00%
NorthCoast Asset Management LLC	94.06K	Sep 30, 21	+12.23K	0.56%
FMA ADVISORY INC	52.83K	Sep 30, 21	-2.84K	0.32%
Ameritas Investment Company, LLC	17.63K	Sep 30, 21	+1.31K	0.11%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	13.04K	Sep 30, 21	+901	0.08%
PROFESSIONAL PLANNING	5.65K	Sep 30, 21	-267	0.03%
LEVEL FOUR FINANCIAL, LLC	4.55K	Sep 30, 21	--	0.03%
Allegiant Private Advisors, LLC	49.31K	Jun 30, 21	+37.41K	0.30%
FormulaFolio Investments, LLC	42.91K	Jun 30, 21	-4.24K	0.26%
Pinnacle Advisory Group, Inc.	2.99K	Mar 31, 21	+2.99K	0.02%
BRINKER CAPITAL INC	30.08K	Jun 30, 20	+30.08K	0.18%
LADENBURG THALMANN FINANCIAL SERVICES INC.	84.57K	Dec 31, 19	-1.17K	0.51%
Advisor Group, Inc.	21.65K	Dec 31, 19	-14.18K	0.13%
BB&T SECURITIES, LLC	195.75K	Sep 30, 19	+195.75K	1.17%
SUNTRUST BANKS INC	44.13K	Sep 30, 19	-998	0.26%
Shamrock Asset Management LLC	15.70K	Sep 30, 19	-1.63K	0.09%
Guidant Wealth Advisors	3.94K	Sep 30, 19	--	0.02%
RAND WEALTH, LLC	51.71K	Sep 30, 18	+30	0.31%
Ken Stern & Associates, Inc.	5.88K	Sep 30, 18	+1.11K	0.04%
Commonwealth Equity Services, Inc	77.03K	Jun 30, 17	-41.22K	0.46%
Virtu KCG Holdings LLC	9.06K	Jun 30, 17	+2.80K	0.05%
WFG Advisors, LP	631	Jun 30, 17	+22	0.00%
MSI Financial Services Inc	225	Dec 31, 16	--	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-22.21K	--
Giralda Advisors, LLC	--	Sep 30, 16	-46.04K	--
SOCIETE GENERALE	323.42K	Jun 30, 16	+323.42K	1.94%
NEW ENGLAND SECURITIES CORP /MA/	825	Dec 31, 14	+825	0.00%

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Holder

Date

Change

% Held

Lido Advisors, LLC

1.44M

Jun 30, 26

-67.75K

8.59%

AE Wealth Management LLC

1.23M

Jun 30, 26

+127.75K

7.36%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

597.55K

Jun 30, 26

-710.96K

3.58%

Sixth Street Partners Management Company, L.P.

597.55K

Jun 30, 26

+597.55K

3.58%

AGF MANAGEMENT LTD

305.89K

Jun 30, 26

+5.18K

1.83%

MORGAN STANLEY

235.99K

Jun 30, 26

-11.98K

1.41%

ASSETMARK, INC

215.66K

Jun 30, 26

+29.45K

1.29%

Fischer Financial Services, Inc.

144.38K

Jun 30, 26

+3.22K

0.86%

LPL Financial LLC

126.43K

Jun 30, 26

+5.51K

0.76%

COMMONWEALTH EQUITY SERVICES, LLC

124.33K

Jun 30, 26

-2.57K

0.74%

Independence Financial Advisors, LLC

123.46K

Jun 30, 26

+55.32K

0.74%

BANK OF AMERICA CORP /DE/

122.60K

Jun 30, 26

-76.21K

0.73%

ADVISOR GROUP HOLDINGS, INC.

88.60K

Jun 30, 26

+46.68K

0.53%

CITIGROUP INC

84.17K

Jun 30, 26

+32.84K

0.50%

Kestra Advisory Services, LLC

83.26K

Jun 30, 26

-3.29K

0.50%

RAYMOND JAMES FINANCIAL INC

81.71K

Jun 30, 26

+68.17K

0.49%

Keystone Global Partners, LLC

66.57K

Jun 30, 26

+7.47K

0.40%

Yoder Wealth Management, Inc.

66.54K

Jun 30, 26

+7.02K

0.40%

Fisher Asset Management, LLC

64.38K

Jun 30, 26

-2.58K

0.39%

FMR LLC

58.37K

Jun 30, 26

+2.23K

0.35%

STIFEL FINANCIAL CORP

57.70K

Jun 30, 26

+1.14K

0.35%

Steward Partners Investment Advisory, LLC

52.35K

Jun 30, 26

+7.25K

0.31%

KCM INVESTMENT ADVISORS LLC

50.67K

Jun 30, 26

0.30%

ATLAS CAPITAL ADVISORS LLC

47.74K

Jun 30, 26

+468

0.29%

Cetera Investment Advisers

46.74K

Jun 30, 26

+6.19K

0.28%

CX Institutional

43.98K

Jun 30, 26

+3.45K

0.26%

PENOBSCOT WEALTH MANAGEMENT

41.18K

Jun 30, 26

+983

0.25%

WELLS FARGO & COMPANY/MN

40.31K

Jun 30, 26

+18.32K

0.24%

Mariner, LLC

40.00K

Jun 30, 26

-208

0.24%

GRIMES & COMPANY, INC.

38.87K

Jun 30, 26

-2.07K

0.23%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

37.52K

Jun 30, 26

-37.76K

0.22%

Cambridge Investment Research Advisors, Inc.

37.24K

Jun 30, 26

-1.30K

0.22%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

34.62K

Jun 30, 26

+16.83K

0.21%

ENVESTNET ASSET MANAGEMENT INC

33.87K

Jun 30, 26

+9.40K

0.20%

Kovitz Investment Group Partners, LLC

33.47K

Jun 30, 26

+33.47K

0.20%

Maltin Wealth Management, Inc.

33.39K

Jun 30, 26

-386

0.20%

SCHMIDT P J INVESTMENT MANAGEMENT INC

32.59K

Jun 30, 26

+565

0.20%

SFI Advisors, LLC

31.45K

Jun 30, 26

-634

0.19%

Richmond Brothers, Inc.

26.43K

Jun 30, 26

+26.43K

0.16%

Smith, Salley & Associates

26.00K

Jun 30, 26

+1.49K

0.16%

Lifeworks Advisors, LLC

25.21K

Jun 30, 26

+943

0.15%

Maxele Advisors, LLC

23.63K

Jun 30, 26

+23.63K

0.14%

UBS Group AG

23.32K

Jun 30, 26

-3.12K

0.14%

Janney Montgomery Scott LLC

23.00K

Jun 30, 26

+48

0.14%

ROYAL BANK OF CANADA

21.83K

Jun 30, 26

-11.60K

0.13%

THRIVENT FINANCIAL FOR LUTHERANS

21.55K

Jun 30, 26

-127

0.13%

LYNCH & ASSOCIATES/IN

21.39K

Jun 30, 26

+1.46K

0.13%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

20.37K

Jun 30, 26

-129

0.12%

Jacobs Equity LLC

19.32K

Jun 30, 26

+321

0.12%

Meridian Wealth Management, LLC

18.60K

Jun 30, 26

+5.98K

0.11%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.89K

Jun 30, 26

-250

0.11%

JONES FINANCIAL COMPANIES LLLP

17.84K

Jun 30, 26

+2.50K

0.11%

J.Safra Asset Management Corp

17.64K

Jun 30, 26

+3.95K

0.11%

GOLDMAN SACHS GROUP INC

16.85K

Jun 30, 26

-32.82K

0.10%

Beaumont Financial Advisors, LLC

16.61K

Jun 30, 26

+16.61K

0.10%

Pathway Financial Advisers, LLC

16.34K

Jun 30, 26

+137

0.10%

Rockefeller Capital Management L.P.

15.97K

Jun 30, 26

+1.32K

0.10%

KDK Private Wealth Management, LLC

15.93K

Jun 30, 26

-152

0.10%

AMERICAN NATIONAL BANK

15.64K

Jun 30, 26

+1.31K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.00K

Jun 30, 26

-22.82K

0.09%

Robertson Stephens Wealth Management, LLC

14.47K

Jun 30, 26

+716

0.09%

SOUTHERN CAPITAL ADVISORS, LLC

14.45K

Jun 30, 26

+805

0.09%

J.W. COLE ADVISORS, INC.

13.78K

Jun 30, 26

+13.78K

0.08%

Investors Research Corp

13.22K

Jun 30, 26

-221

0.08%

EP Wealth Advisors, LLC

12.25K

Jun 30, 26

-3.82K

0.07%

Ameritas Advisory Services, LLC

12.15K

Jun 30, 26

-1.68K

0.07%

Heck Capital Advisors, LLC

11.93K

Jun 30, 26

+4.14K

0.07%

Elevated Capital Advisors, LLC

11.70K

Jun 30, 26

-6.82K

0.07%

Signal Advisors Wealth, LLC

10.91K

Jun 30, 26

+10.91K

0.07%

Ellis Investment Partners, LLC

10.86K

Jun 30, 26

-310

0.06%

HighTower Advisors, LLC

10.21K

Jun 30, 26

-7.82K

0.06%

JANE STREET GROUP, LLC

10.00K

Jun 30, 26

-2.63K

0.06%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

9.88K

Jun 30, 26

-409

0.06%

MERCER GLOBAL ADVISORS INC /ADV

9.60K

Jun 30, 26

+2.64K

0.06%

SYON CAPITAL LLC

9.19K

Jun 30, 26

-252

0.06%

Mosley Wealth Management

9.12K

Jun 30, 26

+9.12K

0.05%

Snowden Capital Advisors LLC

8.99K

Jun 30, 26

-395

0.05%

Summit Financial, LLC

8.55K

Jun 30, 26

-1.22K

0.05%

Spire Wealth Management

8.16K

Jun 30, 26

-354

0.05%

BLUE JEAN FINANCIAL LLC

8.07K

Jun 30, 26

-250

0.05%

Redwood Financial Network Corp

7.81K

Jun 30, 26

+1.69K

0.05%

Bayshore Capital Advisors, LLC

7.75K

Jun 30, 26

0.05%

Creative Planning

7.75K

Jun 30, 26

+110

0.05%

AMERIPRISE FINANCIAL INC

7.59K

Jun 30, 26

+1.29K

0.05%

BENJAMIN EDWARDS INC

7.49K

Jun 30, 26

+1.10K

0.04%

LEVEL FOUR ADVISORY SERVICES, LLC

7.41K

Jun 30, 26

+48

0.04%

NewEdge Advisors, LLC

7.25K

Jun 30, 26

-2.42K

0.04%

Advisory Services Network, LLC

7.15K

Jun 30, 26

+32

0.04%

Stonebridge Financial Planning Group, LLC

6.88K

Jun 30, 26

-540

0.04%

Soltis Investment Advisors LLC

6.76K

Jun 30, 26

-496

0.04%

Regal Investment Advisors LLC

6.50K

Jun 30, 26

-1.20K

0.04%

SRS Capital Advisors, Inc.

6.32K

Jun 30, 26

+6.00K

0.04%

Sigma Planning Corp

6.27K

Jun 30, 26

-5.30K

0.04%

Farther Finance Advisors, LLC

6.17K

Jun 30, 26

-139

0.04%

MAI Capital Management

6.05K

Jun 30, 26

+3.03K

0.04%

CENTAURUS FINANCIAL, INC.

5.85K

Jun 30, 26

+90

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.46K

Jun 30, 26

+669

0.03%

Centennial Wealth Advisory LLC

5.18K

Jun 30, 26

-40

0.03%

Tower Research Capital LLC (TRC)

5.10K

Jun 30, 26

-12.12K

0.03%

FIFTH THIRD SECURITIES, INC.

4.98K

Jun 30, 26

+927

0.03%

Gladstone Institutional Advisory LLC

4.65K

Jun 30, 26

0.03%

Sanchez Gaunt Capital Management, LLC

4.61K

Jun 30, 26

+55

0.03%

PGIM Custom Harvest LLC

4.58K

Jun 30, 26

0.03%

Eley Financial Management, Inc

4.39K

Jun 30, 26

+21

0.03%

NORTHERN TRUST CORP

4.38K

Jun 30, 26

0.03%

Stratos Wealth Advisors, LLC

4.28K

Jun 30, 26

-4.17K

0.03%

NBC SECURITIES, INC.

4.27K

Jun 30, 26

0.03%

Crumly & Associates Inc.

4.22K

Jun 30, 26

0.03%

Smithfield Trust Co

4.13K

Jun 30, 26

0.02%

Purkiss Capital Advisors LLC

3.98K

Jun 30, 26

+429

0.02%

MAGNOLIA CAPITAL MANAGEMENT LTD

3.98K

Jun 30, 26

-1.08K

0.02%

SMITH SHELLNUT WILSON LLC /ADV

3.93K

Jun 30, 26

-50

0.02%

Merit Financial Group, LLC

3.75K

Jun 30, 26

-97

0.02%

Zinnia Wealth Advisory, LLC

3.73K

Jun 30, 26

-36

0.02%

Quantinno Capital Management LP

3.71K

Jun 30, 26

-913

0.02%

PFG Advisors

3.43K

Jun 30, 26

+38

0.02%

VCI Wealth Management LLC

3.40K

Jun 30, 26

+85

0.02%

MML INVESTORS SERVICES, LLC

3.40K

Jun 30, 26

+993

0.02%

WHALEROCK POINT PARTNERS, LLC

3.38K

Jun 30, 26

-297

0.02%

HARBOR INVESTMENT ADVISORY, LLC

3.27K

Jun 30, 26

0.02%

MCRAE CAPITAL MANAGEMENT INC

3.13K

Jun 30, 26

+99

0.02%

BRIGHTON JONES LLC

2.98K

Jun 30, 26

+503

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

2.98K

Jun 30, 26

+2.98K

0.02%

FULTON BANK, N.A.

2.96K

Jun 30, 26

+517

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.90K

Jun 30, 26

-412

0.02%

Apollon Wealth Management, LLC

2.89K

Jun 30, 26

0.02%

TRUSTCO BANK CORP N Y

2.80K

Jun 30, 26

0.02%

Amplius Wealth Advisors, LLC

2.77K

Jun 30, 26

+316

0.02%

Monte Financial Group, LLC

2.76K

Jun 30, 26

+35

0.02%

Bauman Advisory Group, LLC

2.65K

Jun 30, 26

+2.65K

0.02%

FRANKLIN RESOURCES INC

2.65K

Jun 30, 26

-229

0.02%

Advisory Alpha, LLC

2.53K

Jun 30, 26

0.02%

AQR CAPITAL MANAGEMENT LLC

2.47K

Jun 30, 26

+200

0.01%

Rosenberg Matthew Hamilton

2.43K

Jun 30, 26

0.01%

Csenge Advisory Group

2.35K

Jun 30, 26

+77

0.01%

Empower Advisory Group, LLC

2.33K

Jun 30, 26

0.01%

Stratos Wealth Partners, LTD.

2.12K

Jun 30, 26

+2.12K

0.01%

CAPTRUST FINANCIAL ADVISORS

2.08K

Jun 30, 26

+2.08K

0.01%

PKS Advisory Services, LLC

2.07K

Jun 30, 26

+2.07K

0.01%

CI Private Wealth, LLC

2.04K

Jun 30, 26

+2.04K

0.01%

Arkadios Wealth Advisors

2.02K

Jun 30, 26

+2.02K

0.01%

Point72 Asset Management, L.P.

2.01K

Jun 30, 26

-650

0.01%

Jupiter Topco LLC

1.95K

Jun 30, 26

+1.95K

0.01%

Joseph P. Lucia & Associates, LLC

1.95K

Jun 30, 26

+1.95K

0.01%

IFP Advisors, Inc

1.82K

Jun 30, 26

-142

0.01%

Global Retirement Partners, LLC

1.56K

Jun 30, 26

+1.56K

0.01%

Atlantic Union Bankshares Corp

1.54K

Jun 30, 26

+104

0.01%

FIFTH THIRD BANCORP

1.48K

Jun 30, 26

-696

0.01%

Pinnacle Wealth Planning Services, Inc.

1.47K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

1.47K

Jun 30, 26

+41

0.01%

CoreCap Advisors, LLC

1.46K

Jun 30, 26

+26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.41K

Jun 30, 26

0.01%

Glen Eagle Advisors, LLC

1.39K

Jun 30, 26

0.01%

Piscataqua Savings Bank

1.25K

Jun 30, 26

-933

0.01%

Capital Investment Advisory Services, LLC

1.24K

Jun 30, 26

+36

0.01%

BlackRock, Inc.

1.12K

Jun 30, 26

0.01%

Sage Mountain Advisors LLC

1.01K

Jun 30, 26

0.01%

Triumph Capital Management

845

Jun 30, 26

-223

0.01%

Colonial Trust Advisors

831

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

827

Jun 30, 26

+827

0.00%

Integrated Wealth Concepts LLC

815

Jun 30, 26

+815

0.00%

HARBOUR INVESTMENTS, INC.

801

Jun 30, 26

0.00%

PROFFITT & GOODSON INC

695

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

639

Jun 30, 26

+639

0.00%

Clearstead Advisors, LLC

618

Jun 30, 26

0.00%

SIGNATUREFD, LLC

606

Jun 30, 26

0.00%

Colonial Trust Co / SC

605

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

549

Jun 30, 26

-11

0.00%

SYM FINANCIAL Corp

524

Jun 30, 26

+524

0.00%

IFG Advisory, LLC

465

Jun 30, 26

+465

0.00%

GLENMEDE TRUST CO NA

434

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

426

Jun 30, 26

+426

0.00%

Allworth Financial LP

387

Jun 30, 26

-154

0.00%

Decker Retirement Planning Inc.

364

Jun 30, 26

0.00%

HOWE & RUSLING INC

343

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

285

Jun 30, 26

+285

0.00%

NATIONAL BANK OF CANADA /FI/

284

Jun 30, 26

-27.50K

0.00%

IMA Wealth, Inc.

261

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

253

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

250

Jun 30, 26

0.00%

Rossby Financial, LCC

240

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

237

Jun 30, 26

+237

0.00%

Regatta Research & Money Management

229

Jun 30, 26

+229

0.00%

BARRETT & COMPANY, INC.

211

Jun 30, 26

-1

0.00%

BRYN MAWR TRUST Co

200

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

192

Jun 30, 26

0.00%

HighMark Wealth Management LLC

190

Jun 30, 26

0.00%

AlphaCore Capital LLC

185

Jun 30, 26

0.00%

HM PAYSON & CO

172

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

171

Jun 30, 26

-36

0.00%

Tidemark, LLC

170

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

150

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

149

Jun 30, 26

0.00%

Versant Capital Management, Inc

149

Jun 30, 26

0.00%

Waverly Advisors, LLC

140

Jun 30, 26

-70

0.00%

Quest 10 Wealth Builders, Inc.

135

Jun 30, 26

+34

0.00%

Roxbury Financial LLC

134

Jun 30, 26

0.00%

GAMMA Investing LLC

128

Jun 30, 26

0.00%

Dunhill Financial, LLC

123

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

121

Jun 30, 26

+96

0.00%

JFS WEALTH ADVISORS, LLC

112

Jun 30, 26

+112

0.00%

Morton Brown Family Wealth, LLC

106

Jun 30, 26

0.00%

Napier Financial, LLC

103

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

100

Jun 30, 26

+100

0.00%

Allspring Global Investments Holdings, LLC

100

Jun 30, 26

+100

0.00%

Byrne Asset Management LLC

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

+92

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-97

0.00%

Key Capital Management, INC

Jun 30, 26

+67

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

Jun 30, 26

+62

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

Allied Private Wealth LLC

Jun 30, 26

+50

0.00%

MCF Advisors LLC

Jun 30, 26

0.00%

EPG Wealth Management LLC

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

-3.97K

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

-175

0.00%

GHP Investment Advisors, Inc.

Jun 30, 26

0.00%

POM Investment Strategies, LLC

Jun 30, 26

+36

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+35

0.00%

Pillar Financial Advisors, LLC

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

Operose Advisors LLC

Jun 30, 26

0.00%

MOTCO

Jun 30, 26

+25

0.00%

US BANCORP \DE\

Jun 30, 26

-17

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

+17

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

BIRCHBROOK, INC.

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-46.70K

Global Assets Advisory, LLC

Jun 30, 26

-70.39K

Interchange Capital Partners, LLC

Jun 30, 26

-2.95K

HALL CAPITAL MANAGEMENT CO INC

Jun 30, 26

-5.14K

TFC Financial Management, Inc.

Jun 30, 26

-50

Sound Income Strategies, LLC

Jun 30, 26

-312

EVOKE WEALTH, LLC

Jun 30, 26

-2.69K

Federation des caisses Desjardins du Quebec

Jun 30, 26

-19

WealthShield Partners, LLC

Jun 30, 26

-550

Root Financial Partners, LLC

Jun 30, 26

-182

True Link Financial Advisors, LLC

Jun 30, 26

-1.34K

Western Wealth Management, LLC

Jun 30, 26

-110

Abound Wealth Management

Jun 30, 26

-3

Brinker Capital Investments, LLC

Jun 30, 26

-8.96K

Addison Advisors LLC

Jun 30, 26

-522

Truvestments Capital LLC

Jun 30, 26

-68

DUNCKER STREETT & CO INC

Jun 30, 26

-3

TRUIST FINANCIAL CORP

Jun 30, 26

-2.27K

VAN ECK ASSOCIATES CORP

Jun 30, 26

-55

DAGCO, INC.

Jun 30, 26

-350

Valued Wealth Advisors LLC

Jun 30, 26

-37

Sunbelt Securities, Inc.

7.17K

Mar 31, 26

-3.00K

0.04%

Charter Oak Capital Management, LLC

4.62K

Mar 31, 26

-1.50K

0.03%

Richard Bernstein Advisors LLC

2.67K

Mar 31, 26

-481.37K

0.02%

Cherry Tree Wealth Management, LLC

345

Mar 31, 26

+345

0.00%

Anfield Capital Management, LLC

300

Mar 31, 26

+300

0.00%

CWM, LLC

Mar 31, 26

-14

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

0.00%

COMERICA BANK

2.76K

Dec 31, 25

+851

0.02%

CIBC Private Wealth Group, LLC

1.49K

Dec 31, 25

+74

0.01%

Motiv8 Investments LLC

812

Dec 31, 25

+812

0.00%

Cubist Systematic Strategies, LLC

8.67K

Sep 30, 25

+8.67K

0.05%

Guerra Advisors Inc

2.89K

Sep 30, 25

-37.57K

0.02%

Court Place Advisors, LLC

1.97K

Sep 30, 25

+1.97K

0.01%

Glenmede Investment Management, LP

442

Sep 30, 25

0.00%

Promus Capital, LLC

210

Sep 30, 25

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Exchange Capital Management, Inc.

28.36K

Jun 30, 25

-721

0.17%

Atria Wealth Solutions, Inc.

12.65K

Jun 30, 25

-12.43K

0.08%

Congress Wealth Management LLC / DE /

3.31K

Jun 30, 25

-9.14K

0.02%

Capital A Wealth Management, LLC

Jun 30, 25

0.00%

Moser Wealth Advisors, LLC

Jun 30, 25

+48

0.00%

Orion Portfolio Solutions, LLC

16.14K

Mar 31, 25

-218

0.10%

Lindbrook Capital, LLC

209

Mar 31, 25

0.00%

Grant/GrossMendelsohn, LLC

Mar 31, 25

-33.06K

MONUMENTAL FINANCIAL GROUP INC.

245.27K

Sep 30, 24

+28.54K

1.47%

RAYMOND JAMES & ASSOCIATES

19.52K

Sep 30, 24

+566

0.12%

Raymond James Financial Services Advisors, Inc.

8.34K

Sep 30, 24

+45

0.05%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

3.08K

Sep 30, 24

+3.08K

0.02%

Syntrinsic LLC

261

Sep 30, 24

0.00%

SYSTM Wealth Solutions LLC

Sep 30, 24

+31

0.00%

BlackRock Inc.

1.57K

Jun 30, 24

+1.57K

0.01%

Connectus Wealth, LLC

103.63K

Mar 31, 24

+92.10K

0.62%

Cetera Advisor Networks LLC

22.70K

Mar 31, 24

+2.70K

0.14%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

Bartlett & Co. LLC

Dec 31, 23

-26

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.12K

Sep 30, 23

+272

0.05%

First Capital Advisors Group, LLC.

Jun 30, 23

+30

0.00%

Cribstone Capital Management, LLC

23.20K

Dec 31, 22

+137

0.14%

55I, LLC

54.27K

Sep 30, 22

-9.92K

0.32%

American Portfolios Advisors

330

Sep 30, 22

-256

0.00%

Covington Capital Management

Sep 30, 22

-200

AGF Investments LLC

Sep 30, 22

-14

ACG Wealth

Sep 30, 22

-17

BIVIN & ASSOCIATES, INC.

42.76K

Jun 30, 22

+2.49K

0.26%

Pinnacle Private Wealth, LLC

7.46K

Jun 30, 22

-20

0.04%

Loveless Wealth Management LLC

4.63K

Jun 30, 22

+130

0.03%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

15.90K

Mar 31, 22

+685

0.10%

KINGS POINT CAPITAL MANAGEMENT

2.55K

Mar 31, 22

0.02%

Nauset Wealth Management. LLC

1.78K

Mar 31, 22

-1.06K

0.01%

MIRSKY FINANCIAL MANAGEMENT CORP.

57.43K

Dec 31, 21

+1.40K

0.34%

NEXT Financial Group, Inc

506

Dec 31, 21

+46

0.00%

NorthCoast Asset Management LLC

94.06K

Sep 30, 21

+12.23K

0.56%

FMA ADVISORY INC

52.83K

Sep 30, 21

-2.84K

0.32%

Ameritas Investment Company, LLC

17.63K

Sep 30, 21

+1.31K

0.11%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

13.04K

Sep 30, 21

+901

0.08%

PROFESSIONAL PLANNING

5.65K

Sep 30, 21

-267

0.03%

LEVEL FOUR FINANCIAL, LLC

4.55K

Sep 30, 21

0.03%

Allegiant Private Advisors, LLC

49.31K

Jun 30, 21

+37.41K

0.30%

FormulaFolio Investments, LLC

42.91K

Jun 30, 21

-4.24K

0.26%

Pinnacle Advisory Group, Inc.

2.99K

Mar 31, 21

+2.99K

0.02%

BRINKER CAPITAL INC

30.08K

Jun 30, 20

+30.08K

0.18%

LADENBURG THALMANN FINANCIAL SERVICES INC.

84.57K

Dec 31, 19

-1.17K

0.51%

Advisor Group, Inc.

21.65K

Dec 31, 19

-14.18K

0.13%

BB&T SECURITIES, LLC

195.75K

Sep 30, 19

+195.75K

1.17%

SUNTRUST BANKS INC

44.13K

Sep 30, 19

-998

0.26%

Shamrock Asset Management LLC

15.70K

Sep 30, 19

-1.63K

0.09%

Guidant Wealth Advisors

3.94K

Sep 30, 19

0.02%

RAND WEALTH, LLC

51.71K

Sep 30, 18

+30

0.31%

Ken Stern & Associates, Inc.

5.88K

Sep 30, 18

+1.11K

0.04%

Commonwealth Equity Services, Inc

77.03K

Jun 30, 17

-41.22K

0.46%

Virtu KCG Holdings LLC

9.06K

Jun 30, 17

+2.80K

0.05%

WFG Advisors, LP

631

Jun 30, 17

+22

0.00%

MSI Financial Services Inc

225

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-22.21K

Giralda Advisors, LLC

Sep 30, 16

-46.04K

SOCIETE GENERALE

323.42K

Jun 30, 16

+323.42K

1.94%

NEW ENGLAND SECURITIES CORP /MA/

825

Dec 31, 14

+825

0.00%