Fidelity MSCI Energy Index ETF(FENY)

$36.22—Stale · unknown old

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Fidelity MSCI Energy Index ETF(FENY)

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$36.22—Stale · unknown old

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FENY(FENY)

FENY

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 356 Institutional Holders

Holder	Shares	Date	Change	% Held
Sixth Street Partners Management Company, L.P.	2.48M	Jun 30, 26	+2.48M	4.69%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.48M	Jun 30, 26	+76.16K	4.69%
Lido Advisors, LLC	1.70M	Jun 30, 26	-57.42K	3.21%
ENVESTNET ASSET MANAGEMENT INC	1.52M	Jun 30, 26	+660.65K	2.87%
COMMONWEALTH EQUITY SERVICES, LLC	1.16M	Jun 30, 26	-118.78K	2.19%
LPL Financial LLC	992.81K	Jun 30, 26	+63.99K	1.88%
HighTower Advisors, LLC	974.23K	Jun 30, 26	-65.35K	1.84%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	932.86K	Jun 30, 26	+38.43K	1.77%
AGF MANAGEMENT LTD	743.67K	Jun 30, 26	+12.61K	1.41%
Cetera Investment Advisers	604.34K	Jun 30, 26	+175.94K	1.14%
MARSHALL WACE, LLP	452.23K	Jun 30, 26	-356.86K	0.86%
TWO SIGMA INVESTMENTS, LP	293.30K	Jun 30, 26	+293.30K	0.56%
SageGuard Financial Group, LLC	279.90K	Jun 30, 26	+129.10K	0.53%
MORGAN STANLEY	273.32K	Jun 30, 26	+28.23K	0.52%
Cutler Capital Management, LLC	267.55K	Jun 30, 26	+232	0.51%
WELLS FARGO & COMPANY/MN	243.60K	Jun 30, 26	-186.05K	0.46%
ADVISOR GROUP HOLDINGS, INC.	234.40K	Jun 30, 26	+23.38K	0.44%
Bank of New York Mellon Corp	234.25K	Jun 30, 26	+81.48K	0.44%
Kestra Advisory Services, LLC	199.29K	Jun 30, 26	+10.20K	0.38%
AMERIPRISE FINANCIAL INC	198.32K	Jun 30, 26	+1.32K	0.38%
AssuredPartners Investment Advisors, LLC	188.48K	Jun 30, 26	+5.78K	0.36%
BANK OF AMERICA CORP /DE/	188.22K	Jun 30, 26	-50.30K	0.36%
Miracle Mile Advisors, LLC	174.92K	Jun 30, 26	+7.36K	0.33%
Eley Financial Management, Inc	162.41K	Jun 30, 26	+992	0.31%
Steward Partners Investment Advisory, LLC	157.93K	Jun 30, 26	+28.02K	0.30%
Traynor Capital Management, Inc.	145.53K	Jun 30, 26	-1.44K	0.28%
Financial Partners Group, Inc	145.12K	Jun 30, 26	-9.09K	0.27%
Proficio Capital Partners LLC	143.52K	Jun 30, 26	+143.52K	0.27%
KCM INVESTMENT ADVISORS LLC	131.28K	Jun 30, 26	-682	0.25%
Cambridge Investment Research Advisors, Inc.	121.78K	Jun 30, 26	-2.73K	0.23%
STIFEL FINANCIAL CORP	115.95K	Jun 30, 26	-1.40K	0.22%
FMR LLC	115.71K	Jun 30, 26	+8.96K	0.22%
Maltin Wealth Management, Inc.	113.52K	Jun 30, 26	-11.43K	0.21%
NewEdge Advisors, LLC	109.12K	Jun 30, 26	+5.74K	0.21%
MERCER GLOBAL ADVISORS INC /ADV	107.71K	Jun 30, 26	+9.10K	0.20%
Jacobi Capital Management LLC	106.35K	Jun 30, 26	+241	0.20%
Yoder Wealth Management, Inc.	101.02K	Jun 30, 26	-11.54K	0.19%
Wealth Quarterback LLC	100.20K	Jun 30, 26	+14.49K	0.19%
PARK AVENUE SECURITIES LLC	100.06K	Jun 30, 26	+47.27K	0.19%
UBS Group AG	99.97K	Jun 30, 26	+18.48K	0.19%
Kovitz Investment Group Partners, LLC	99.73K	Jun 30, 26	+47.00K	0.19%
Transamerica Financial Advisors, Inc.	99.56K	Jun 30, 26	+78.93K	0.19%
D. E. Shaw & Co., Inc.	99.03K	Jun 30, 26	+99.03K	0.19%
Maxele Advisors, LLC	93.35K	Jun 30, 26	+93.35K	0.18%
Trail Ridge Investment Advisors, LLC	88.20K	Jun 30, 26	-22.64K	0.17%
Qube Research & Technologies Ltd	78.28K	Jun 30, 26	+78.28K	0.15%
SRS Capital Advisors, Inc.	72.27K	Jun 30, 26	+71.59K	0.14%
Mariner, LLC	68.04K	Jun 30, 26	+4.99K	0.13%
JPMORGAN CHASE & CO	67.19K	Jun 30, 26	-369.99K	0.13%
RAYMOND JAMES FINANCIAL INC	65.92K	Jun 30, 26	-3.06K	0.12%
Beaumont Financial Advisors, LLC	64.17K	Jun 30, 26	+3.23K	0.12%
LYNCH & ASSOCIATES/IN	61.49K	Jun 30, 26	+2.31K	0.12%
Advisory Services Network, LLC	61.35K	Jun 30, 26	+24.02K	0.12%
Aspetuck Financial Management LLC	60.89K	Jun 30, 26	-1.74K	0.12%
CITIGROUP INC	59.37K	Jun 30, 26	+26.32K	0.11%
NORTHERN TRUST CORP	58.26K	Jun 30, 26	+2.05K	0.11%
ROYAL BANK OF CANADA	57.89K	Jun 30, 26	-17.02K	0.11%
Financial Perspectives, Inc	56.60K	Jun 30, 26	-316	0.11%
Bravias Capital Group, LLC	52.06K	Jun 30, 26	+1.14K	0.10%
Stratos Wealth Advisors, LLC	50.55K	Jun 30, 26	-291	0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC	46.27K	Jun 30, 26	+11.29K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	46.17K	Jun 30, 26	+27.77K	0.09%
PENOBSCOT WEALTH MANAGEMENT	45.11K	Jun 30, 26	+3.65K	0.09%
Q3 Asset Management	44.95K	Jun 30, 26	-3.81K	0.09%
Glass Jacobson Investment Advisors llc	41.96K	Jun 30, 26	+467	0.08%
Merit Financial Group, LLC	41.48K	Jun 30, 26	+531	0.08%
Smith, Salley & Associates	41.08K	Jun 30, 26	-7.63K	0.08%
CITADEL ADVISORS LLC	40.48K	Jun 30, 26	+5.65K	0.08%
PARSONS CAPITAL MANAGEMENT INC/RI	39.35K	Jun 30, 26	--	0.07%
Arkadios Wealth Advisors	39.15K	Jun 30, 26	-636	0.07%
SHEETS SMITH WEALTH MANAGEMENT	38.85K	Jun 30, 26	--	0.07%
BOOTHBAY FUND MANAGEMENT, LLC	37.80K	Jun 30, 26	+9.20K	0.07%
EPG Wealth Management LLC	35.79K	Jun 30, 26	+340	0.07%
JONES FINANCIAL COMPANIES LLLP	34.83K	Jun 30, 26	+6.61K	0.07%
NATIXIS ADVISORS, L.P.	33.72K	Jun 30, 26	+604	0.06%
EP Wealth Advisors, LLC	32.76K	Jun 30, 26	-1.04K	0.06%
VICUS CAPITAL	30.37K	Jun 30, 26	-773.01K	0.06%
Creative Planning	30.14K	Jun 30, 26	-237	0.06%
OneAscent Financial Services LLC	30.04K	Jun 30, 26	+2.57K	0.06%
Financial Freedom, LLC	28.76K	Jun 30, 26	+201	0.05%
TRUIST FINANCIAL CORP	28.04K	Jun 30, 26	+15.43K	0.05%
Elevation Wealth Management LLC	26.66K	Jun 30, 26	+12.02K	0.05%
PRINCIPAL SECURITIES, INC.	26.48K	Jun 30, 26	-1.21K	0.05%
ATLAS CAPITAL ADVISORS LLC	26.05K	Jun 30, 26	+9.74K	0.05%
Snowden Capital Advisors LLC	24.92K	Jun 30, 26	-48.34K	0.05%
Bank of Marin	24.90K	Jun 30, 26	-1.30K	0.05%
HARBOUR INVESTMENTS, INC.	24.36K	Jun 30, 26	+1.13K	0.05%
Sigma Planning Corp	24.20K	Jun 30, 26	+651	0.05%
Valmark Advisers, Inc.	23.64K	Jun 30, 26	--	0.04%
Capital Investment Advisors, LLC	23.42K	Jun 30, 26	+99	0.04%
KDK Private Wealth Management, LLC	23.37K	Jun 30, 26	-485	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.14K	Jun 30, 26	+700	0.04%
CULLEN/FROST BANKERS, INC.	23.03K	Jun 30, 26	+12.08K	0.04%
Certified Advisory Corp	22.71K	Jun 30, 26	-2.35K	0.04%
Castleview Partners, LLC	22.32K	Jun 30, 26	+112	0.04%
Roxbury Financial LLC	21.90K	Jun 30, 26	-1.05K	0.04%
Ameritas Advisory Services, LLC	20.10K	Jun 30, 26	+20.10K	0.04%
Robertson Stephens Wealth Management, LLC	19.93K	Jun 30, 26	-33	0.04%
Summit Financial, LLC	19.73K	Jun 30, 26	-2.65K	0.04%
AMERICAN NATIONAL BANK	19.28K	Jun 30, 26	+625	0.04%
Core Wealth Partners LLC	18.91K	Jun 30, 26	--	0.04%
D.A. DAVIDSON & CO.	18.88K	Jun 30, 26	-24.07K	0.04%
Jacobs Equity LLC	18.39K	Jun 30, 26	-593	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	18.33K	Jun 30, 26	+17.03K	0.03%
AE Wealth Management LLC	16.93K	Jun 30, 26	-316.11K	0.03%
CAP Partners, LLC	16.91K	Jun 30, 26	+119	0.03%
Meridian Wealth Management, LLC	16.88K	Jun 30, 26	+4.69K	0.03%
Strategic Advisors LLC	16.80K	Jun 30, 26	-171	0.03%
CWA Asset Management Group, LLC	16.34K	Jun 30, 26	+232	0.03%
HRT FINANCIAL LP	16.16K	Jun 30, 26	+16.16K	0.03%
Resources Investment Advisors, LLC.	16.12K	Jun 30, 26	+3.15K	0.03%
MAI Capital Management	15.96K	Jun 30, 26	+5	0.03%
Wilkins Miller Wealth Management, LLC	15.84K	Jun 30, 26	+29	0.03%
TWO SIGMA SECURITIES, LLC	15.74K	Jun 30, 26	+15.74K	0.03%
AQR CAPITAL MANAGEMENT LLC	15.67K	Jun 30, 26	+4.05K	0.03%
CAPTRUST FINANCIAL ADVISORS	15.45K	Jun 30, 26	+8.67K	0.03%
Secure Asset Management, LLC	15.23K	Jun 30, 26	+15.23K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	14.69K	Jun 30, 26	-681	0.03%
Headlands Technologies LLC	14.50K	Jun 30, 26	+4.31K	0.03%
Quantinno Capital Management LP	13.84K	Jun 30, 26	+4.23K	0.03%
Galvin, Gaustad & Stein, LLC	13.74K	Jun 30, 26	-2.86K	0.03%
SWEENEY & MICHEL, LLC	13.70K	Jun 30, 26	-3.22K	0.03%
Savant Capital, LLC	12.35K	Jun 30, 26	+12.35K	0.02%
FIDUCIARY TRUST CO	12.01K	Jun 30, 26	--	0.02%
Sanctuary Advisors, LLC	11.87K	Jun 30, 26	-5.77K	0.02%
LJI Wealth Management, LLC	11.82K	Jun 30, 26	-450	0.02%
Cedarwood Wealth LLC	11.77K	Jun 30, 26	+8	0.02%
TrueWealth Advisors, LLC	11.59K	Jun 30, 26	-500	0.02%
Rosenberg Matthew Hamilton	11.39K	Jun 30, 26	--	0.02%
FIDUCIARY FINANCIAL ADVISORS	10.81K	Jun 30, 26	+10.81K	0.02%
Farther Finance Advisors, LLC	10.68K	Jun 30, 26	+2	0.02%
Fort Sheridan Advisors LLC	10.66K	Jun 30, 26	--	0.02%
Heck Capital Advisors, LLC	10.59K	Jun 30, 26	-13.93K	0.02%
Western Wealth Management, LLC	10.52K	Jun 30, 26	-9.52K	0.02%
SIMPLEX TRADING, LLC	10.38K	Jun 30, 26	+8.79K	0.02%
AA Financial Advisors, LLC	10.20K	Jun 30, 26	-581	0.02%
Equitable Holdings, Inc.	10.08K	Jun 30, 26	+222	0.02%
Foundations Investment Advisors, LLC	9.91K	Jun 30, 26	-626	0.02%
LongView Wealth Management	9.71K	Jun 30, 26	-1.66K	0.02%
Regal Investment Advisors LLC	9.57K	Jun 30, 26	+9.57K	0.02%
WealthTrust Axiom LLC	9.55K	Jun 30, 26	-500	0.02%
Crestwood Advisors Group LLC	9.38K	Jun 30, 26	+1.65K	0.02%
BRIGHTON JONES LLC	9.34K	Jun 30, 26	+65	0.02%
Investmark Advisory Group LLC	8.96K	Jun 30, 26	-33	0.02%
Fee-Only Financial Planning, L.C.	8.94K	Jun 30, 26	-350	0.02%
Beacon Pointe Advisors, LLC	8.88K	Jun 30, 26	+585	0.02%
TRAPHAGEN INVESTMENT ADVISORS LLC	8.86K	Jun 30, 26	-142	0.02%
Stratos Wealth Partners, LTD.	8.75K	Jun 30, 26	+22	0.02%
CRA Financial Services, LLC	8.70K	Jun 30, 26	-125	0.02%
Modera Wealth Management, LLC	8.64K	Jun 30, 26	--	0.02%
HBW Advisory Services LLC	8.61K	Jun 30, 26	-9.67K	0.02%
SMITH SHELLNUT WILSON LLC /ADV	8.61K	Jun 30, 26	-12.80K	0.02%
BCS Wealth Management	8.60K	Jun 30, 26	--	0.02%
Brinker Capital Investments, LLC	8.19K	Jun 30, 26	+8.19K	0.02%
J.W. COLE ADVISORS, INC.	8.08K	Jun 30, 26	+8.08K	0.02%
Savvy Advisors, Inc.	7.71K	Jun 30, 26	+7.71K	0.01%
RFG Advisory, LLC	7.55K	Jun 30, 26	-4.28K	0.01%
Monte Financial Group, LLC	7.42K	Jun 30, 26	+100	0.01%
Wealth Dimensions Group, Ltd.	7.25K	Jun 30, 26	+1	0.01%
Fischer Financial Services, Inc.	7.23K	Jun 30, 26	-1.42K	0.01%
Regatta Research & Money Management	7.22K	Jun 30, 26	+7.22K	0.01%
Lifeworks Advisors, LLC	7.15K	Jun 30, 26	-97	0.01%
Brookstone Capital Management	7.11K	Jun 30, 26	-63	0.01%
Signal Advisors Wealth, LLC	6.98K	Jun 30, 26	+6.98K	0.01%
Redwood Financial Network Corp	6.93K	Jun 30, 26	+195	0.01%
FIFTH THIRD SECURITIES, INC.	6.79K	Jun 30, 26	+6.79K	0.01%
VCI Wealth Management LLC	6.78K	Jun 30, 26	+221	0.01%
Jackson, Grant Investment Advisers, Inc.	6.29K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.24K	Jun 30, 26	+380	0.01%
Larson Financial Group LLC	6.01K	Jun 30, 26	+4.47K	0.01%
Clearstead Advisors, LLC	5.76K	Jun 30, 26	+25	0.01%
Buck Wealth Strategies, LLC	5.04K	Jun 30, 26	+5.04K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	4.72K	Jun 30, 26	+3	0.01%
Integrated Wealth Concepts LLC	4.60K	Jun 30, 26	+4.60K	0.01%
Allied Private Wealth LLC	4.42K	Jun 30, 26	+4.42K	0.01%
LRI Investments, LLC	4.28K	Jun 30, 26	-254	0.01%
CX Institutional	3.83K	Jun 30, 26	-273	0.01%
Burk Holdings LLC	3.64K	Jun 30, 26	--	0.01%
Coppell Advisory Solutions LLC	3.16K	Jun 30, 26	+3.16K	0.01%
Nemes Rush Group LLC	3.15K	Jun 30, 26	+3.15K	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	2.94K	Jun 30, 26	--	0.01%
MCF Advisors LLC	2.78K	Jun 30, 26	-511	0.01%
Atlantic Union Bankshares Corp	2.73K	Jun 30, 26	+170	0.01%
IFP Advisors, Inc	2.60K	Jun 30, 26	+14	0.00%
Nvest Wealth Strategies, Inc.	2.50K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	2.28K	Jun 30, 26	-122	0.00%
Godfrey Financial Associates, Inc.	1.96K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	1.69K	Jun 30, 26	-887	0.00%
BlackRock, Inc.	1.61K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	1.58K	Jun 30, 26	+1.58K	0.00%
IMA Wealth, Inc.	1.50K	Jun 30, 26	--	0.00%
Align Financial, LLC	1.45K	Jun 30, 26	--	0.00%
Bernard Wealth Management Corp.	1.26K	Jun 30, 26	--	0.00%
Holos Integrated Wealth LLC	1.20K	Jun 30, 26	+500	0.00%
Sage Mountain Advisors LLC	1.20K	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	1.00K	Jun 30, 26	--	0.00%
Vanguard National Trust Co	1.00K	Jun 30, 26	--	0.00%
HOWE & RUSLING INC	978	Jun 30, 26	+978	0.00%
Signature Equity Partners, LLC	894	Jun 30, 26	+6	0.00%
Avion Wealth	798	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	734	Jun 30, 26	+684	0.00%
GABLES CAPITAL MANAGEMENT INC.	701	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	670	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	669	Jun 30, 26	+5	0.00%
Physician Wealth Advisors, Inc.	606	Jun 30, 26	--	0.00%
Founders Capital Management	593	Jun 30, 26	--	0.00%
Allworth Financial LP	585	Jun 30, 26	-18	0.00%
Darwin Wealth Management, LLC	543	Jun 30, 26	+543	0.00%
Mountain Hill Investment Partners Corp.	506	Jun 30, 26	+3	0.00%
BROWN BROTHERS HARRIMAN & CO	500	Jun 30, 26	--	0.00%
HighMark Wealth Management LLC	500	Jun 30, 26	--	0.00%
Pflug Koory, LLC	490	Jun 30, 26	--	0.00%
Meramec Financial Planners, LLC	463	Jun 30, 26	--	0.00%
Strengthening Families & Communities, LLC	436	Jun 30, 26	+3	0.00%
EverSource Wealth Advisors, LLC	390	Jun 30, 26	+3	0.00%
Russell Investments Group, Ltd.	361	Jun 30, 26	+255	0.00%
Salomon & Ludwin, LLC	332	Jun 30, 26	--	0.00%
Rossby Financial, LCC	324	Jun 30, 26	--	0.00%
Principia Wealth Advisory, LLC	323	Jun 30, 26	+18	0.00%
Oakmont Advisory Group, LLC	308	Jun 30, 26	+308	0.00%
HAZLETT, BURT & WATSON, INC.	300	Jun 30, 26	--	0.00%
Spire Wealth Management	281	Jun 30, 26	+33	0.00%
Decker Retirement Planning Inc.	265	Jun 30, 26	--	0.00%
Abound Wealth Management	233	Jun 30, 26	-71	0.00%
Mascoma Wealth Management LLC	209	Jun 30, 26	--	0.00%
NorthAvenue LLC	208	Jun 30, 26	--	0.00%
Asset Dedication, LLC	208	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	196	Jun 30, 26	+196	0.00%
BOK Financial Private Wealth, Inc.	191	Jun 30, 26	--	0.00%
ASSETMARK, INC	174	Jun 30, 26	+124	0.00%
Roble, Belko & Company, Inc	168	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	163	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	152	Jun 30, 26	--	0.00%
Triumph Capital Management	121	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	119	Jun 30, 26	+119	0.00%
VISION FINANCIAL MARKETS LLC	105	Jun 30, 26	+1	0.00%
BNP PARIBAS ARBITRAGE, SNC	95	Jun 30, 26	-1.50M	0.00%
Archer Investment Corp	94	Jun 30, 26	-510	0.00%
Washington Trust Advisors, Inc.	90	Jun 30, 26	+90	0.00%
MOTCO	87	Jun 30, 26	+87	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	85	Jun 30, 26	+85	0.00%
Nova Wealth Management, Inc.	78	Jun 30, 26	-27	0.00%
WOLFF WIESE MAGANA LLC	77	Jun 30, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	65	Jun 30, 26	--	0.00%
Pillar Financial Advisors, LLC	50	Jun 30, 26	--	0.00%
Hughes Financial Services, LLC	42	Jun 30, 26	--	0.00%
Bullock Wealth Management Group	38	Jun 30, 26	+38	0.00%
BIRCHBROOK, INC.	20	Jun 30, 26	+20	0.00%
Ashton Thomas Private Wealth, LLC	3	Jun 30, 26	--	0.00%
Quadrature Capital Ltd	--	Jun 30, 26	-231.11K	--
Operose Advisors LLC	--	Jun 30, 26	-50	--
INSTRUMENTAL WEALTH, LLC	--	Jun 30, 26	-8.03K	--
Independence Financial Advisors, LLC	--	Jun 30, 26	-317.69K	--
Procyon Advisors, LLC	--	Jun 30, 26	-75.76K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-10	--
Advisors Preferred, LLC	--	Jun 30, 26	-1.73K	--
Blue Capital, Inc.	--	Jun 30, 26	-17.38K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-4.84K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-30.00K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-12.51K	--
WealthShield Partners, LLC	--	Jun 30, 26	-46	--
TUDOR INVESTMENT CORP ET AL	--	Jun 30, 26	-199.24K	--
TCG Advisory Services, LLC	--	Jun 30, 26	-6.30K	--
Private Advisor Group, LLC	--	Jun 30, 26	-228.03K	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-25	--
Bellwether Advisors, LLC	--	Jun 30, 26	-50.69K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Jun 30, 26	-19.15K	--
Essex Financial Services, Inc.	--	Jun 30, 26	-21.72K	--
GTS SECURITIES LLC	--	Jun 30, 26	-55.53K	--
Almanack Investment Partners, LLC.	--	Jun 30, 26	-6.04K	--
RFP Financial Group LLC	--	Jun 30, 26	-40.66K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-13.50K	--
Mutual Advisors, LLC	--	Jun 30, 26	-9.78K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-36.50K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-10	--
Eqis Capital Management, Inc.	--	Jun 30, 26	-13.23K	--
Activest Wealth Management	--	Jun 30, 26	-23	--
Global Trust Asset Management, LLC	--	Jun 30, 26	-2.30K	--
CALTON & ASSOCIATES, INC.	--	Jun 30, 26	-6.46K	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-43	--
Addison Advisors LLC	--	Jun 30, 26	-353	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-28.66K	--
Arete Wealth Advisors, LLC	--	Jun 30, 26	-10.22K	--
MISSION WEALTH MANAGEMENT, LP	--	Jun 30, 26	-7.90K	--
Truvestments Capital LLC	--	Jun 30, 26	-80	--
GREAT VALLEY ADVISOR GROUP, INC.	--	Jun 30, 26	-46.87K	--
PRELUDE CAPITAL MANAGEMENT, LLC	--	Jun 30, 26	-50.00K	--
TD Waterhouse Canada Inc.	--	Jun 30, 26	-200	--
Parker Investment Management, LLC	--	Jun 30, 26	-9.99K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Jun 30, 26	-17.23K	--
Sunbelt Securities, Inc.	57.50K	Mar 31, 26	-623	0.11%
U.S. Capital Wealth Advisors, LLC	27.22K	Mar 31, 26	-487	0.05%
CWM, LLC	15.89K	Mar 31, 26	+1.47K	0.03%
EXENCIAL WEALTH ADVISORS, LLC	11.77K	Mar 31, 26	--	0.02%
Charter Oak Capital Management, LLC	6.74K	Mar 31, 26	-4.91K	0.01%
Motiv8 Investments LLC	3.41K	Dec 31, 25	+3.41K	0.01%
COMERICA BANK	1.60K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	351	Dec 31, 25	--	0.00%
Guerra Advisors Inc	64.18K	Sep 30, 25	-187.90K	0.12%
Full Sail Capital, LLC	48.62K	Sep 30, 25	-49	0.09%
Court Place Advisors, LLC	11.15K	Sep 30, 25	--	0.02%
Accredited Wealth Management, LLC	42	Sep 30, 25	-3.30K	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-353	--
AVANTAX ADVISORY SERVICES, INC.	150.94K	Jun 30, 25	+100.86K	0.29%
Congress Wealth Management LLC / DE /	40.05K	Jun 30, 25	+7.34K	0.08%
Atria Wealth Solutions, Inc.	36.60K	Jun 30, 25	-7.01K	0.07%
Capital A Wealth Management, LLC	421	Jun 30, 25	+421	0.00%
Delta Financial Group, Inc.	8.32K	Mar 31, 25	+8.32K	0.02%
Orion Portfolio Solutions, LLC	8.14K	Mar 31, 25	+8.14K	0.02%
Sandy Spring Bank	100	Mar 31, 25	--	0.00%
Bray Capital Advisors	3.57K	Dec 31, 24	--	0.01%
Sugarloaf Wealth Management, LLC	10	Dec 31, 24	--	0.00%
SINECERA CAPITAL, LLC	51.55K	Sep 30, 24	+4	0.10%
Raymond James Financial Services Advisors, Inc.	26.07K	Sep 30, 24	-3.46K	0.05%
RAYMOND JAMES & ASSOCIATES	23.22K	Sep 30, 24	+1.90K	0.04%
Axiom Advisory, LLC	19.59K	Sep 30, 24	+463	0.04%
VitalStone Financial, LLC	1.62K	Sep 30, 24	+1.62K	0.00%
Syntrinsic LLC	1.50K	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	200	Sep 30, 24	+200	0.00%
Halpern Financial, Inc.	--	Sep 30, 24	-500	--
Private Ocean, LLC	1.11K	Jun 30, 24	+1.11K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	314	Jun 30, 24	--	0.00%
Connectus Wealth, LLC	203.61K	Mar 31, 24	+11.37K	0.39%
Cetera Advisor Networks LLC	52.73K	Mar 31, 24	+9.36K	0.10%
Cetera Advisors LLC	45.33K	Mar 31, 24	+28.80K	0.09%
Coppell Advisory Solutions Corp.	9.73K	Mar 31, 24	+9.73K	0.02%
FOCUS FINANCIAL NETWORK INC /ADV	11.39K	Dec 31, 23	+11.39K	0.02%
Cribstone Capital Management, LLC	29.05K	Dec 31, 22	-856	0.05%
55I, LLC	102.98K	Sep 30, 22	+1.75K	0.19%
Beaumont Financial Partners, LLC	90.10K	Sep 30, 22	-149.82K	0.17%
AGF INVESTMENTS INC.	31.24K	Sep 30, 22	+31.24K	0.06%
Spearhead Capital Advisors, LLC	11.52K	Sep 30, 22	--	0.02%
ACG Wealth	--	Sep 30, 22	-1.42K	--
KerberRose Wealth Management, LLC	11.11K	Jun 30, 22	+11.11K	0.02%
Lake Point Wealth Management	76	Jun 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	18.38K	Mar 31, 22	+5.77K	0.03%
REILLY FINANCIAL ADVISORS, LLC	--	Dec 31, 21	-250	--
NEXT Financial Group, Inc	--	Dec 31, 21	--	--
NorthCoast Asset Management LLC	341.83K	Sep 30, 21	-613.42K	0.65%
Psagot Value Holdings Ltd.	78.89K	Sep 30, 21	+12.00K	0.15%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	18.58K	Sep 30, 21	+1.84K	0.04%
SHINE INVESTMENT ADVISORY SERVICES INC	4.99K	Sep 30, 20	-9.51K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	57.07K	Dec 31, 19	-38.08K	0.11%
Advisor Group, Inc.	22.48K	Dec 31, 19	+3.86K	0.04%
SUNTRUST BANKS INC	147.08K	Sep 30, 19	-946	0.28%
COBIZ WEALTH, LLC	43.74K	Jun 30, 19	-32.76K	0.08%
HL FINANCIAL SERVICES LLC	10.12K	Mar 31, 19	+10.12K	0.02%
RAND WEALTH, LLC	--	Sep 30, 18	-215.94K	--
Blue Granite Capital, LLC	86.01K	Dec 31, 17	+86.01K	0.16%
Commonwealth Equity Services, Inc	160.41K	Jun 30, 17	-65.53K	0.30%
WFG Advisors, LP	57.43K	Jun 30, 17	+20.86K	0.11%
ITS Asset Management, L.P.	114.11K	Sep 30, 16	-70.05K	0.22%
Giralda Advisors, LLC	--	Sep 30, 16	-59.53K	--
SOCIETE GENERALE	36.34K	Jun 30, 16	+36.34K	0.07%
Aris Wealth Services, Inc.	--	Sep 30, 15	-470	--
UBS AG	--	Sep 30, 14	-200	--

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Holder

Date

Change

% Held

Sixth Street Partners Management Company, L.P.

2.48M

Jun 30, 26

+2.48M

4.69%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.48M

Jun 30, 26

+76.16K

4.69%

Lido Advisors, LLC

1.70M

Jun 30, 26

-57.42K

3.21%

ENVESTNET ASSET MANAGEMENT INC

1.52M

Jun 30, 26

+660.65K

2.87%

COMMONWEALTH EQUITY SERVICES, LLC

1.16M

Jun 30, 26

-118.78K

2.19%

LPL Financial LLC

992.81K

Jun 30, 26

+63.99K

1.88%

HighTower Advisors, LLC

974.23K

Jun 30, 26

-65.35K

1.84%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

932.86K

Jun 30, 26

+38.43K

1.77%

AGF MANAGEMENT LTD

743.67K

Jun 30, 26

+12.61K

1.41%

Cetera Investment Advisers

604.34K

Jun 30, 26

+175.94K

1.14%

MARSHALL WACE, LLP

452.23K

Jun 30, 26

-356.86K

0.86%

TWO SIGMA INVESTMENTS, LP

293.30K

Jun 30, 26

+293.30K

0.56%

SageGuard Financial Group, LLC

279.90K

Jun 30, 26

+129.10K

0.53%

MORGAN STANLEY

273.32K

Jun 30, 26

+28.23K

0.52%

Cutler Capital Management, LLC

267.55K

Jun 30, 26

+232

0.51%

WELLS FARGO & COMPANY/MN

243.60K

Jun 30, 26

-186.05K

0.46%

ADVISOR GROUP HOLDINGS, INC.

234.40K

Jun 30, 26

+23.38K

0.44%

Bank of New York Mellon Corp

234.25K

Jun 30, 26

+81.48K

0.44%

Kestra Advisory Services, LLC

199.29K

Jun 30, 26

+10.20K

0.38%

AMERIPRISE FINANCIAL INC

198.32K

Jun 30, 26

+1.32K

0.38%

AssuredPartners Investment Advisors, LLC

188.48K

Jun 30, 26

+5.78K

0.36%

BANK OF AMERICA CORP /DE/

188.22K

Jun 30, 26

-50.30K

0.36%

Miracle Mile Advisors, LLC

174.92K

Jun 30, 26

+7.36K

0.33%

Eley Financial Management, Inc

162.41K

Jun 30, 26

+992

0.31%

Steward Partners Investment Advisory, LLC

157.93K

Jun 30, 26

+28.02K

0.30%

Traynor Capital Management, Inc.

145.53K

Jun 30, 26

-1.44K

0.28%

Financial Partners Group, Inc

145.12K

Jun 30, 26

-9.09K

0.27%

Proficio Capital Partners LLC

143.52K

Jun 30, 26

+143.52K

0.27%

KCM INVESTMENT ADVISORS LLC

131.28K

Jun 30, 26

-682

0.25%

Cambridge Investment Research Advisors, Inc.

121.78K

Jun 30, 26

-2.73K

0.23%

STIFEL FINANCIAL CORP

115.95K

Jun 30, 26

-1.40K

0.22%

FMR LLC

115.71K

Jun 30, 26

+8.96K

0.22%

Maltin Wealth Management, Inc.

113.52K

Jun 30, 26

-11.43K

0.21%

NewEdge Advisors, LLC

109.12K

Jun 30, 26

+5.74K

0.21%

MERCER GLOBAL ADVISORS INC /ADV

107.71K

Jun 30, 26

+9.10K

0.20%

Jacobi Capital Management LLC

106.35K

Jun 30, 26

+241

0.20%

Yoder Wealth Management, Inc.

101.02K

Jun 30, 26

-11.54K

0.19%

Wealth Quarterback LLC

100.20K

Jun 30, 26

+14.49K

0.19%

PARK AVENUE SECURITIES LLC

100.06K

Jun 30, 26

+47.27K

0.19%

UBS Group AG

99.97K

Jun 30, 26

+18.48K

0.19%

Kovitz Investment Group Partners, LLC

99.73K

Jun 30, 26

+47.00K

0.19%

Transamerica Financial Advisors, Inc.

99.56K

Jun 30, 26

+78.93K

0.19%

D. E. Shaw & Co., Inc.

99.03K

Jun 30, 26

+99.03K

0.19%

Maxele Advisors, LLC

93.35K

Jun 30, 26

+93.35K

0.18%

Trail Ridge Investment Advisors, LLC

88.20K

Jun 30, 26

-22.64K

0.17%

Qube Research & Technologies Ltd

78.28K

Jun 30, 26

+78.28K

0.15%

SRS Capital Advisors, Inc.

72.27K

Jun 30, 26

+71.59K

0.14%

Mariner, LLC

68.04K

Jun 30, 26

+4.99K

0.13%

JPMORGAN CHASE & CO

67.19K

Jun 30, 26

-369.99K

0.13%

RAYMOND JAMES FINANCIAL INC

65.92K

Jun 30, 26

-3.06K

0.12%

Beaumont Financial Advisors, LLC

64.17K

Jun 30, 26

+3.23K

0.12%

LYNCH & ASSOCIATES/IN

61.49K

Jun 30, 26

+2.31K

0.12%

Advisory Services Network, LLC

61.35K

Jun 30, 26

+24.02K

0.12%

Aspetuck Financial Management LLC

60.89K

Jun 30, 26

-1.74K

0.12%

CITIGROUP INC

59.37K

Jun 30, 26

+26.32K

0.11%

NORTHERN TRUST CORP

58.26K

Jun 30, 26

+2.05K

0.11%

ROYAL BANK OF CANADA

57.89K

Jun 30, 26

-17.02K

0.11%

Financial Perspectives, Inc

56.60K

Jun 30, 26

-316

0.11%

Bravias Capital Group, LLC

52.06K

Jun 30, 26

+1.14K

0.10%

Stratos Wealth Advisors, LLC

50.55K

Jun 30, 26

-291

0.10%

KESTRA PRIVATE WEALTH SERVICES, LLC

46.27K

Jun 30, 26

+11.29K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

46.17K

Jun 30, 26

+27.77K

0.09%

PENOBSCOT WEALTH MANAGEMENT

45.11K

Jun 30, 26

+3.65K

0.09%

Q3 Asset Management

44.95K

Jun 30, 26

-3.81K

0.09%

Glass Jacobson Investment Advisors llc

41.96K

Jun 30, 26

+467

0.08%

Merit Financial Group, LLC

41.48K

Jun 30, 26

+531

0.08%

Smith, Salley & Associates

41.08K

Jun 30, 26

-7.63K

0.08%

CITADEL ADVISORS LLC

40.48K

Jun 30, 26

+5.65K

0.08%

PARSONS CAPITAL MANAGEMENT INC/RI

39.35K

Jun 30, 26

0.07%

Arkadios Wealth Advisors

39.15K

Jun 30, 26

-636

0.07%

SHEETS SMITH WEALTH MANAGEMENT

38.85K

Jun 30, 26

0.07%

BOOTHBAY FUND MANAGEMENT, LLC

37.80K

Jun 30, 26

+9.20K

0.07%

EPG Wealth Management LLC

35.79K

Jun 30, 26

+340

0.07%

JONES FINANCIAL COMPANIES LLLP

34.83K

Jun 30, 26

+6.61K

0.07%

NATIXIS ADVISORS, L.P.

33.72K

Jun 30, 26

+604

0.06%

EP Wealth Advisors, LLC

32.76K

Jun 30, 26

-1.04K

0.06%

VICUS CAPITAL

30.37K

Jun 30, 26

-773.01K

0.06%

Creative Planning

30.14K

Jun 30, 26

-237

0.06%

OneAscent Financial Services LLC

30.04K

Jun 30, 26

+2.57K

0.06%

Financial Freedom, LLC

28.76K

Jun 30, 26

+201

0.05%

TRUIST FINANCIAL CORP

28.04K

Jun 30, 26

+15.43K

0.05%

Elevation Wealth Management LLC

26.66K

Jun 30, 26

+12.02K

0.05%

PRINCIPAL SECURITIES, INC.

26.48K

Jun 30, 26

-1.21K

0.05%

ATLAS CAPITAL ADVISORS LLC

26.05K

Jun 30, 26

+9.74K

0.05%

Snowden Capital Advisors LLC

24.92K

Jun 30, 26

-48.34K

0.05%

Bank of Marin

24.90K

Jun 30, 26

-1.30K

0.05%

HARBOUR INVESTMENTS, INC.

24.36K

Jun 30, 26

+1.13K

0.05%

Sigma Planning Corp

24.20K

Jun 30, 26

+651

0.05%

Valmark Advisers, Inc.

23.64K

Jun 30, 26

0.04%

Capital Investment Advisors, LLC

23.42K

Jun 30, 26

+99

0.04%

KDK Private Wealth Management, LLC

23.37K

Jun 30, 26

-485

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.14K

Jun 30, 26

+700

0.04%

CULLEN/FROST BANKERS, INC.

23.03K

Jun 30, 26

+12.08K

0.04%

Certified Advisory Corp

22.71K

Jun 30, 26

-2.35K

0.04%

Castleview Partners, LLC

22.32K

Jun 30, 26

+112

0.04%

Roxbury Financial LLC

21.90K

Jun 30, 26

-1.05K

0.04%

Ameritas Advisory Services, LLC

20.10K

Jun 30, 26

+20.10K

0.04%

Robertson Stephens Wealth Management, LLC

19.93K

Jun 30, 26

-33

0.04%

Summit Financial, LLC

19.73K

Jun 30, 26

-2.65K

0.04%

AMERICAN NATIONAL BANK

19.28K

Jun 30, 26

+625

0.04%

Core Wealth Partners LLC

18.91K

Jun 30, 26

0.04%

D.A. DAVIDSON & CO.

18.88K

Jun 30, 26

-24.07K

0.04%

Jacobs Equity LLC

18.39K

Jun 30, 26

-593

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

18.33K

Jun 30, 26

+17.03K

0.03%

AE Wealth Management LLC

16.93K

Jun 30, 26

-316.11K

0.03%

CAP Partners, LLC

16.91K

Jun 30, 26

+119

0.03%

Meridian Wealth Management, LLC

16.88K

Jun 30, 26

+4.69K

0.03%

Strategic Advisors LLC

16.80K

Jun 30, 26

-171

0.03%

CWA Asset Management Group, LLC

16.34K

Jun 30, 26

+232

0.03%

HRT FINANCIAL LP

16.16K

Jun 30, 26

+16.16K

0.03%

Resources Investment Advisors, LLC.

16.12K

Jun 30, 26

+3.15K

0.03%

MAI Capital Management

15.96K

Jun 30, 26

0.03%

Wilkins Miller Wealth Management, LLC

15.84K

Jun 30, 26

+29

0.03%

TWO SIGMA SECURITIES, LLC

15.74K

Jun 30, 26

+15.74K

0.03%

AQR CAPITAL MANAGEMENT LLC

15.67K

Jun 30, 26

+4.05K

0.03%

CAPTRUST FINANCIAL ADVISORS

15.45K

Jun 30, 26

+8.67K

0.03%

Secure Asset Management, LLC

15.23K

Jun 30, 26

+15.23K

0.03%

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

14.69K

Jun 30, 26

-681

0.03%

Headlands Technologies LLC

14.50K

Jun 30, 26

+4.31K

0.03%

Quantinno Capital Management LP

13.84K

Jun 30, 26

+4.23K

0.03%

Galvin, Gaustad & Stein, LLC

13.74K

Jun 30, 26

-2.86K

0.03%

SWEENEY & MICHEL, LLC

13.70K

Jun 30, 26

-3.22K

0.03%

Savant Capital, LLC

12.35K

Jun 30, 26

+12.35K

0.02%

FIDUCIARY TRUST CO

12.01K

Jun 30, 26

0.02%

Sanctuary Advisors, LLC

11.87K

Jun 30, 26

-5.77K

0.02%

LJI Wealth Management, LLC

11.82K

Jun 30, 26

-450

0.02%

Cedarwood Wealth LLC

11.77K

Jun 30, 26

0.02%

TrueWealth Advisors, LLC

11.59K

Jun 30, 26

-500

0.02%

Rosenberg Matthew Hamilton

11.39K

Jun 30, 26

0.02%

FIDUCIARY FINANCIAL ADVISORS

10.81K

Jun 30, 26

+10.81K

0.02%

Farther Finance Advisors, LLC

10.68K

Jun 30, 26

0.02%

Fort Sheridan Advisors LLC

10.66K

Jun 30, 26

0.02%

Heck Capital Advisors, LLC

10.59K

Jun 30, 26

-13.93K

0.02%

Western Wealth Management, LLC

10.52K

Jun 30, 26

-9.52K

0.02%

SIMPLEX TRADING, LLC

10.38K

Jun 30, 26

+8.79K

0.02%

AA Financial Advisors, LLC

10.20K

Jun 30, 26

-581

0.02%

Equitable Holdings, Inc.

10.08K

Jun 30, 26

+222

0.02%

Foundations Investment Advisors, LLC

9.91K

Jun 30, 26

-626

0.02%

LongView Wealth Management

9.71K

Jun 30, 26

-1.66K

0.02%

Regal Investment Advisors LLC

9.57K

Jun 30, 26

+9.57K

0.02%

WealthTrust Axiom LLC

9.55K

Jun 30, 26

-500

0.02%

Crestwood Advisors Group LLC

9.38K

Jun 30, 26

+1.65K

0.02%

BRIGHTON JONES LLC

9.34K

Jun 30, 26

+65

0.02%

Investmark Advisory Group LLC

8.96K

Jun 30, 26

-33

0.02%

Fee-Only Financial Planning, L.C.

8.94K

Jun 30, 26

-350

0.02%

Beacon Pointe Advisors, LLC

8.88K

Jun 30, 26

+585

0.02%

TRAPHAGEN INVESTMENT ADVISORS LLC

8.86K

Jun 30, 26

-142

0.02%

Stratos Wealth Partners, LTD.

8.75K

Jun 30, 26

+22

0.02%

CRA Financial Services, LLC

8.70K

Jun 30, 26

-125

0.02%

Modera Wealth Management, LLC

8.64K

Jun 30, 26

0.02%

HBW Advisory Services LLC

8.61K

Jun 30, 26

-9.67K

0.02%

SMITH SHELLNUT WILSON LLC /ADV

8.61K

Jun 30, 26

-12.80K

0.02%

BCS Wealth Management

8.60K

Jun 30, 26

0.02%

Brinker Capital Investments, LLC

8.19K

Jun 30, 26

+8.19K

0.02%

J.W. COLE ADVISORS, INC.

8.08K

Jun 30, 26

+8.08K

0.02%

Savvy Advisors, Inc.

7.71K

Jun 30, 26

+7.71K

0.01%

RFG Advisory, LLC

7.55K

Jun 30, 26

-4.28K

0.01%

Monte Financial Group, LLC

7.42K

Jun 30, 26

+100

0.01%

Wealth Dimensions Group, Ltd.

7.25K

Jun 30, 26

0.01%

Fischer Financial Services, Inc.

7.23K

Jun 30, 26

-1.42K

0.01%

Regatta Research & Money Management

7.22K

Jun 30, 26

+7.22K

0.01%

Lifeworks Advisors, LLC

7.15K

Jun 30, 26

-97

0.01%

Brookstone Capital Management

7.11K

Jun 30, 26

-63

0.01%

Signal Advisors Wealth, LLC

6.98K

Jun 30, 26

+6.98K

0.01%

Redwood Financial Network Corp

6.93K

Jun 30, 26

+195

0.01%

FIFTH THIRD SECURITIES, INC.

6.79K

Jun 30, 26

+6.79K

0.01%

VCI Wealth Management LLC

6.78K

Jun 30, 26

+221

0.01%

Jackson, Grant Investment Advisers, Inc.

6.29K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.24K

Jun 30, 26

+380

0.01%

Larson Financial Group LLC

6.01K

Jun 30, 26

+4.47K

0.01%

Clearstead Advisors, LLC

5.76K

Jun 30, 26

+25

0.01%

Buck Wealth Strategies, LLC

5.04K

Jun 30, 26

+5.04K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

4.72K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

4.60K

Jun 30, 26

+4.60K

0.01%

Allied Private Wealth LLC

4.42K

Jun 30, 26

+4.42K

0.01%

LRI Investments, LLC

4.28K

Jun 30, 26

-254

0.01%

CX Institutional

3.83K

Jun 30, 26

-273

0.01%

Burk Holdings LLC

3.64K

Jun 30, 26

0.01%

Coppell Advisory Solutions LLC

3.16K

Jun 30, 26

+3.16K

0.01%

Nemes Rush Group LLC

3.15K

Jun 30, 26

+3.15K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

2.94K

Jun 30, 26

0.01%

MCF Advisors LLC

2.78K

Jun 30, 26

-511

0.01%

Atlantic Union Bankshares Corp

2.73K

Jun 30, 26

+170

0.01%

IFP Advisors, Inc

2.60K

Jun 30, 26

+14

0.00%

Nvest Wealth Strategies, Inc.

2.50K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

2.28K

Jun 30, 26

-122

0.00%

Godfrey Financial Associates, Inc.

1.96K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

1.69K

Jun 30, 26

-887

0.00%

BlackRock, Inc.

1.61K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

1.58K

Jun 30, 26

+1.58K

0.00%

IMA Wealth, Inc.

1.50K

Jun 30, 26

0.00%

Align Financial, LLC

1.45K

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

1.26K

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

1.20K

Jun 30, 26

+500

0.00%

Sage Mountain Advisors LLC

1.20K

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

1.00K

Jun 30, 26

0.00%

Vanguard National Trust Co

1.00K

Jun 30, 26

0.00%

HOWE & RUSLING INC

978

Jun 30, 26

+978

0.00%

Signature Equity Partners, LLC

894

Jun 30, 26

0.00%

Avion Wealth

798

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

734

Jun 30, 26

+684

0.00%

GABLES CAPITAL MANAGEMENT INC.

701

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

670

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

669

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

606

Jun 30, 26

0.00%

Founders Capital Management

593

Jun 30, 26

0.00%

Allworth Financial LP

585

Jun 30, 26

-18

0.00%

Darwin Wealth Management, LLC

543

Jun 30, 26

+543

0.00%

Mountain Hill Investment Partners Corp.

506

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

500

Jun 30, 26

0.00%

HighMark Wealth Management LLC

500

Jun 30, 26

0.00%

Pflug Koory, LLC

490

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

463

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

436

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

390

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

361

Jun 30, 26

+255

0.00%

Salomon & Ludwin, LLC

332

Jun 30, 26

0.00%

Rossby Financial, LCC

324

Jun 30, 26

0.00%

Principia Wealth Advisory, LLC

323

Jun 30, 26

+18

0.00%

Oakmont Advisory Group, LLC

308

Jun 30, 26

+308

0.00%

HAZLETT, BURT & WATSON, INC.

300

Jun 30, 26

0.00%

Spire Wealth Management

281

Jun 30, 26

+33

0.00%

Decker Retirement Planning Inc.

265

Jun 30, 26

0.00%

Abound Wealth Management

233

Jun 30, 26

-71

0.00%

Mascoma Wealth Management LLC

209

Jun 30, 26

0.00%

NorthAvenue LLC

208

Jun 30, 26

0.00%

Asset Dedication, LLC

208

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

196

Jun 30, 26

+196

0.00%

BOK Financial Private Wealth, Inc.

191

Jun 30, 26

0.00%

ASSETMARK, INC

174

Jun 30, 26

+124

0.00%

Roble, Belko & Company, Inc

168

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

163

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

152

Jun 30, 26

0.00%

Triumph Capital Management

121

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

119

Jun 30, 26

+119

0.00%

VISION FINANCIAL MARKETS LLC

105

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-1.50M

0.00%

Archer Investment Corp

Jun 30, 26

-510

0.00%

Washington Trust Advisors, Inc.

Jun 30, 26

+90

0.00%

MOTCO

Jun 30, 26

+87

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

+85

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

-27

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

Jun 30, 26

0.00%

Pillar Financial Advisors, LLC

Jun 30, 26

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

Bullock Wealth Management Group

Jun 30, 26

+38

0.00%

BIRCHBROOK, INC.

Jun 30, 26

+20

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

Quadrature Capital Ltd

Jun 30, 26

-231.11K

Operose Advisors LLC

Jun 30, 26

-50

INSTRUMENTAL WEALTH, LLC

Jun 30, 26

-8.03K

Independence Financial Advisors, LLC

Jun 30, 26

-317.69K

Procyon Advisors, LLC

Jun 30, 26

-75.76K

Sound Income Strategies, LLC

Jun 30, 26

-10

Advisors Preferred, LLC

Jun 30, 26

-1.73K

Blue Capital, Inc.

Jun 30, 26

-17.38K

Tower Research Capital LLC (TRC)

Jun 30, 26

-4.84K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-30.00K

Gateway Wealth Partners, LLC

Jun 30, 26

-12.51K

WealthShield Partners, LLC

Jun 30, 26

-46

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-199.24K

TCG Advisory Services, LLC

Jun 30, 26

-6.30K

Private Advisor Group, LLC

Jun 30, 26

-228.03K

GHP Investment Advisors, Inc.

Jun 30, 26

-25

Bellwether Advisors, LLC

Jun 30, 26

-50.69K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Jun 30, 26

-19.15K

Essex Financial Services, Inc.

Jun 30, 26

-21.72K

GTS SECURITIES LLC

Jun 30, 26

-55.53K

Almanack Investment Partners, LLC.

Jun 30, 26

-6.04K

RFP Financial Group LLC

Jun 30, 26

-40.66K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-13.50K

Mutual Advisors, LLC

Jun 30, 26

-9.78K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-36.50K

Destiny Wealth Partners, LLC

Jun 30, 26

-10

Eqis Capital Management, Inc.

Jun 30, 26

-13.23K

Activest Wealth Management

Jun 30, 26

-23

Global Trust Asset Management, LLC

Jun 30, 26

-2.30K

CALTON & ASSOCIATES, INC.

Jun 30, 26

-6.46K

BANK OF MONTREAL /CAN/

Jun 30, 26

-43

Addison Advisors LLC

Jun 30, 26

-353

JANE STREET GROUP, LLC

Jun 30, 26

-28.66K

Arete Wealth Advisors, LLC

Jun 30, 26

-10.22K

MISSION WEALTH MANAGEMENT, LP

Jun 30, 26

-7.90K

Truvestments Capital LLC

Jun 30, 26

-80

GREAT VALLEY ADVISOR GROUP, INC.

Jun 30, 26

-46.87K

PRELUDE CAPITAL MANAGEMENT, LLC

Jun 30, 26

-50.00K

TD Waterhouse Canada Inc.

Jun 30, 26

-200

Parker Investment Management, LLC

Jun 30, 26

-9.99K

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-17.23K

Sunbelt Securities, Inc.

57.50K

Mar 31, 26

-623

0.11%

U.S. Capital Wealth Advisors, LLC

27.22K

Mar 31, 26

-487

0.05%

CWM, LLC

15.89K

Mar 31, 26

+1.47K

0.03%

EXENCIAL WEALTH ADVISORS, LLC

11.77K

Mar 31, 26

0.02%

Charter Oak Capital Management, LLC

6.74K

Mar 31, 26

-4.91K

0.01%

Motiv8 Investments LLC

3.41K

Dec 31, 25

+3.41K

0.01%

COMERICA BANK

1.60K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

351

Dec 31, 25

0.00%

Guerra Advisors Inc

64.18K

Sep 30, 25

-187.90K

0.12%

Full Sail Capital, LLC

48.62K

Sep 30, 25

-49

0.09%

Court Place Advisors, LLC

11.15K

Sep 30, 25

0.02%

Accredited Wealth Management, LLC

Sep 30, 25

-3.30K

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-353

AVANTAX ADVISORY SERVICES, INC.

150.94K

Jun 30, 25

+100.86K

0.29%

Congress Wealth Management LLC / DE /

40.05K

Jun 30, 25

+7.34K

0.08%

Atria Wealth Solutions, Inc.

36.60K

Jun 30, 25

-7.01K

0.07%

Capital A Wealth Management, LLC

421

Jun 30, 25

+421

0.00%

Delta Financial Group, Inc.

8.32K

Mar 31, 25

+8.32K

0.02%

Orion Portfolio Solutions, LLC

8.14K

Mar 31, 25

+8.14K

0.02%

Sandy Spring Bank

100

Mar 31, 25

0.00%

Bray Capital Advisors

3.57K

Dec 31, 24

0.01%

Sugarloaf Wealth Management, LLC

Dec 31, 24

0.00%

SINECERA CAPITAL, LLC

51.55K

Sep 30, 24

0.10%

Raymond James Financial Services Advisors, Inc.

26.07K

Sep 30, 24

-3.46K

0.05%

RAYMOND JAMES & ASSOCIATES

23.22K

Sep 30, 24

+1.90K

0.04%

Axiom Advisory, LLC

19.59K

Sep 30, 24

+463

0.04%

VitalStone Financial, LLC

1.62K

Sep 30, 24

+1.62K

0.00%

Syntrinsic LLC

1.50K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

200

Sep 30, 24

+200

0.00%

Halpern Financial, Inc.

Sep 30, 24

-500

Private Ocean, LLC

1.11K

Jun 30, 24

+1.11K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

314

Jun 30, 24

0.00%

Connectus Wealth, LLC

203.61K

Mar 31, 24

+11.37K

0.39%

Cetera Advisor Networks LLC

52.73K

Mar 31, 24

+9.36K

0.10%

Cetera Advisors LLC

45.33K

Mar 31, 24

+28.80K

0.09%

Coppell Advisory Solutions Corp.

9.73K

Mar 31, 24

+9.73K

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

11.39K

Dec 31, 23

+11.39K

0.02%

Cribstone Capital Management, LLC

29.05K

Dec 31, 22

-856

0.05%

55I, LLC

102.98K

Sep 30, 22

+1.75K

0.19%

Beaumont Financial Partners, LLC

90.10K

Sep 30, 22

-149.82K

0.17%

AGF INVESTMENTS INC.

31.24K

Sep 30, 22

+31.24K

0.06%

Spearhead Capital Advisors, LLC

11.52K

Sep 30, 22

0.02%

ACG Wealth

Sep 30, 22

-1.42K

KerberRose Wealth Management, LLC

11.11K

Jun 30, 22

+11.11K

0.02%

Lake Point Wealth Management

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

18.38K

Mar 31, 22

+5.77K

0.03%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-250

NEXT Financial Group, Inc

Dec 31, 21

NorthCoast Asset Management LLC

341.83K

Sep 30, 21

-613.42K

0.65%

Psagot Value Holdings Ltd.

78.89K

Sep 30, 21

+12.00K

0.15%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

18.58K

Sep 30, 21

+1.84K

0.04%

SHINE INVESTMENT ADVISORY SERVICES INC

4.99K

Sep 30, 20

-9.51K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

57.07K

Dec 31, 19

-38.08K

0.11%

Advisor Group, Inc.

22.48K

Dec 31, 19

+3.86K

0.04%

SUNTRUST BANKS INC

147.08K

Sep 30, 19

-946

0.28%

COBIZ WEALTH, LLC

43.74K

Jun 30, 19

-32.76K

0.08%

HL FINANCIAL SERVICES LLC

10.12K

Mar 31, 19

+10.12K

0.02%

RAND WEALTH, LLC

Sep 30, 18

-215.94K

Blue Granite Capital, LLC

86.01K

Dec 31, 17

+86.01K

0.16%

Commonwealth Equity Services, Inc

160.41K

Jun 30, 17

-65.53K

0.30%

WFG Advisors, LP

57.43K

Jun 30, 17

+20.86K

0.11%

ITS Asset Management, L.P.

114.11K

Sep 30, 16

-70.05K

0.22%

Giralda Advisors, LLC

Sep 30, 16

-59.53K

SOCIETE GENERALE

36.34K

Jun 30, 16

+36.34K

0.07%

Aris Wealth Services, Inc.

Sep 30, 15

-470

UBS AG

Sep 30, 14

-200