How do I set a price alert for FESM?

To set a FESM price alert on Stock Alarm Pro, navigate to the FESM quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for FESM?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for FESM. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for FESM?

Stock Alarm Pro supports over 125 trigger types for FESM: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about FESM price changes?

FESM alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for FESM alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for FESM and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

FESM Institutional Ownership & 13F Filings

Fidelity Enhanced Small Cap ETF(FESM)

$45.25—Stale · unknown old

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Fidelity Enhanced Small Cap ETF(FESM)

NYSE • Last print unknown agoAbout this data

$45.25—Stale · unknown old

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FESM(FESM)

FESM

Institutional Ownership

Top 274 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	24.94M	Jun 30, 26	-2.05M	19.92%
AMERIPRISE FINANCIAL INC	7.92M	Jun 30, 26	+1.88M	6.33%
LPL Financial LLC	6.19M	Jun 30, 26	+1.07M	4.95%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.45M	Jun 30, 26	+699.21K	3.55%
Prime Capital Investment Advisors, LLC	2.89M	Jun 30, 26	-222.52K	2.31%
Cetera Investment Advisers	2.76M	Jun 30, 26	+801.02K	2.21%
RAYMOND JAMES FINANCIAL INC	2.59M	Jun 30, 26	+263.26K	2.07%
FIFTH THIRD BANCORP	2.58M	Jun 30, 26	-199.51K	2.06%
WELLS FARGO & COMPANY/MN	2.51M	Jun 30, 26	+378.42K	2.01%
COMMONWEALTH EQUITY SERVICES, LLC	2.42M	Jun 30, 26	+174.91K	1.93%
MORGAN STANLEY	2.06M	Jun 30, 26	+739.96K	1.65%
JPMORGAN CHASE & CO	1.88M	Jun 30, 26	+42.46K	1.50%
Dynasty Wealth Management, LLC	1.81M	Jun 30, 26	-4.47K	1.44%
ADVISOR GROUP HOLDINGS, INC.	1.75M	Jun 30, 26	+410.33K	1.40%
Quotient Wealth Partners, LLC	1.74M	Jun 30, 26	-8.41K	1.39%
ENVESTNET ASSET MANAGEMENT INC	1.50M	Jun 30, 26	+441.09K	1.20%
VANTAGEPOINT INVESTMENT ADVISERS LLC	1.40M	Jun 30, 26	--	1.12%
BANK OF AMERICA CORP /DE/	1.33M	Jun 30, 26	+459.60K	1.06%
ROYAL BANK OF CANADA	1.25M	Jun 30, 26	+26.80K	1.00%
MML INVESTORS SERVICES, LLC	1.19M	Jun 30, 26	+334.52K	0.95%
Calamos Wealth Management LLC	1.06M	Jun 30, 26	+51.63K	0.85%
Waverly Advisors, LLC	947.27K	Jun 30, 26	+947.27K	0.76%
Capital Analysts, LLC	851.67K	Jun 30, 26	+9.82K	0.68%
Kestra Advisory Services, LLC	790.29K	Jun 30, 26	+77.92K	0.63%
Focus Financial Network, Inc.	771.55K	Jun 30, 26	+43.77K	0.62%
KFG WEALTH MANAGEMENT, LLC	451.96K	Jun 30, 26	+22.34K	0.36%
Systelligence, LLC	400.48K	Jun 30, 26	+400.48K	0.32%
Baird Financial Group, Inc.	392.13K	Jun 30, 26	+14.91K	0.31%
STIFEL FINANCIAL CORP	383.27K	Jun 30, 26	+26.16K	0.31%
Parkside Investments, LLC	382.38K	Jun 30, 26	+22.21K	0.31%
Stadion Money Management, LLC	370.87K	Jun 30, 26	-41.70K	0.30%
GREAT VALLEY ADVISOR GROUP, INC.	355.65K	Jun 30, 26	+120.95K	0.28%
LITTLE HOUSE CAPITAL LLC	335.89K	Jun 30, 26	+5.53K	0.27%
HighPoint Advisor Group LLC	332.59K	Jun 30, 26	+5.83K	0.27%
DAHRING \| CUSMANO LLC	319.01K	Jun 30, 26	+12.30K	0.25%
Berger Financial Group, Inc	318.78K	Jun 30, 26	+4.34K	0.25%
Summit Investment Advisory Services, LLC	309.90K	Jun 30, 26	-11.46K	0.25%
Mayfair Advisory Group, LLC	297.64K	Jun 30, 26	+16.58K	0.24%
Cambridge Investment Research Advisors, Inc.	285.21K	Jun 30, 26	+48.03K	0.23%
Equitable Holdings, Inc.	260.15K	Jun 30, 26	+115.07K	0.21%
TWO SIGMA INVESTMENTS, LP	242.90K	Jun 30, 26	+242.90K	0.19%
Ausdal Financial Partners, Inc.	241.43K	Jun 30, 26	+31.73K	0.19%
Aurdan Capital Management, LLC	234.66K	Jun 30, 26	+234.66K	0.19%
UBS Group AG	226.81K	Jun 30, 26	+72.81K	0.18%
Mutual Advisors, LLC	223.92K	Jun 30, 26	+11.77K	0.18%
PETRA FINANCIAL ADVISORS INC	214.72K	Jun 30, 26	+170.67K	0.17%
Landing Point Financial Group, LLC	202.07K	Jun 30, 26	-67.09K	0.16%
Salus Financial Advisors, LLC	200.25K	Jun 30, 26	+1.92K	0.16%
First Heartland Consultants, Inc.	196.38K	Jun 30, 26	+58.71K	0.16%
Rockefeller Capital Management L.P.	192.50K	Jun 30, 26	+40.79K	0.15%
Modus Advisors, LLC	176.65K	Jun 30, 26	+566	0.14%
TD PRIVATE CLIENT WEALTH LLC	175.45K	Jun 30, 26	+47.26K	0.14%
Milestone Investment Advisors LLC	169.70K	Jun 30, 26	+9.91K	0.14%
Bank of New York Mellon Corp	164.28K	Jun 30, 26	+24.98K	0.13%
RIVERSEDGE ADVISORS, LLC	159.60K	Jun 30, 26	-9.59K	0.13%
RETIREMENT INCOME SOLUTIONS, INC	150.04K	Jun 30, 26	--	0.12%
Per Stirling Capital Management, LLC.	142.64K	Jun 30, 26	+142.64K	0.11%
Holos Integrated Wealth LLC	141.90K	Jun 30, 26	-15.30K	0.11%
Marble Wealth, LLC	140.46K	Jun 30, 26	+20.84K	0.11%
Richard W. Paul & Associates, LLC	139.08K	Jun 30, 26	-3.05K	0.11%
Atria Investments, Inc	138.91K	Jun 30, 26	+3.75K	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	134.82K	Jun 30, 26	+122.20K	0.11%
Merit Financial Group, LLC	133.84K	Jun 30, 26	+94.23K	0.11%
IAG Wealth Partners, LLC	132.53K	Jun 30, 26	+11.21K	0.11%
Armor Investment Advisors, LLC	124.64K	Jun 30, 26	+13.55K	0.10%
tru Independence LLC	122.58K	Jun 30, 26	-8.78K	0.10%
Integrated Capital Management, LLC	117.38K	Jun 30, 26	+88	0.09%
Breakwater Capital Group	117.08K	Jun 30, 26	+59.67K	0.09%
CLG LLC	113.40K	Jun 30, 26	+74.89K	0.09%
LINCOLN CAPITAL CORP	109.43K	Jun 30, 26	+5.78K	0.09%
Carolina Wealth Advisors, LLC	109.37K	Jun 30, 26	-83	0.09%
Wayfinding Financial, LLC	107.46K	Jun 30, 26	+107.46K	0.09%
NewEdge Advisors, LLC	107.06K	Jun 30, 26	+1.12K	0.09%
Founders Financial Alliance, LLC	107.00K	Jun 30, 26	+1.69K	0.09%
Global Retirement Partners, LLC	105.56K	Jun 30, 26	+105.56K	0.08%
INVESTMENT ADVISORY SERVICES INC /TX /ADV	102.74K	Jun 30, 26	+23.87K	0.08%
Concurrent Investment Advisors, LLC	101.39K	Jun 30, 26	-28.55K	0.08%
JONES FINANCIAL COMPANIES LLLP	99.02K	Jun 30, 26	+98.83K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	94.58K	Jun 30, 26	+14.32K	0.08%
Envision Financial LLC	94.12K	Jun 30, 26	+94.12K	0.08%
FMA Wealth Management, LLC	86.79K	Jun 30, 26	-1.19K	0.07%
TABLEAUX LLC	81.34K	Jun 30, 26	+6.06K	0.06%
Gallagher Fiduciary Advisors, LLC	78.98K	Jun 30, 26	+15.17K	0.06%
Clearwave Capital, LLC	73.13K	Jun 30, 26	+4.81K	0.06%
GREENWOOD CAPITAL ASSOCIATES LLC	71.73K	Jun 30, 26	+8.04K	0.06%
Soltis Investment Advisors LLC	70.42K	Jun 30, 26	+1.54K	0.06%
Steward Partners Investment Advisory, LLC	69.76K	Jun 30, 26	+1.39K	0.06%
Eaton Financial Holdings Company, LLC	69.17K	Jun 30, 26	+45.40K	0.06%
Private Advisor Group, LLC	68.48K	Jun 30, 26	-52.51K	0.05%
CROBAN	67.28K	Jun 30, 26	-62.79K	0.05%
Smartleaf Asset Management LLC	67.00K	Jun 30, 26	--	0.05%
PFG Advisors	65.11K	Jun 30, 26	+7.03K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	61.59K	Jun 30, 26	+15.60K	0.05%
Curtis Advisory Group, LLC	60.40K	Jun 30, 26	+49.71K	0.05%
HICKS CAPITAL MANAGEMENT LLC	60.22K	Jun 30, 26	+60.22K	0.05%
Valmark Advisers, Inc.	59.90K	Jun 30, 26	+2.98K	0.05%
Investmark Advisory Group LLC	58.16K	Jun 30, 26	+2.26K	0.05%
InTrack Investment Management Inc	56.22K	Jun 30, 26	+45.56K	0.04%
PKS Advisory Services, LLC	55.85K	Jun 30, 26	-108	0.04%
PENOBSCOT WEALTH MANAGEMENT	55.57K	Jun 30, 26	+1.04K	0.04%
BARNES PETTEY FINANCIAL ADVISORS, LLC	53.96K	Jun 30, 26	+40.49K	0.04%
Farther Finance Advisors, LLC	53.80K	Jun 30, 26	-13.86K	0.04%
Horizon Investment Services, LLC	52.06K	Jun 30, 26	+1.05K	0.04%
Sowell Financial Services LLC	52.05K	Jun 30, 26	+12.45K	0.04%
Janney Montgomery Scott LLC	51.01K	Jun 30, 26	+3.19K	0.04%
HARBOUR INVESTMENTS, INC.	48.92K	Jun 30, 26	+8.66K	0.04%
Encompass More Asset Management	48.09K	Jun 30, 26	+2.44K	0.04%
Integrated Wealth Concepts LLC	47.20K	Jun 30, 26	-9.41K	0.04%
Tower Research Capital LLC (TRC)	43.93K	Jun 30, 26	+43.93K	0.04%
Calamos Advisors LLC	43.10K	Jun 30, 26	-1.01M	0.03%
Beacon Financial Advisory LLC	40.99K	Jun 30, 26	+13.70K	0.03%
Meadowbrook Advisors Group, LLC	40.00K	Jun 30, 26	+40.00K	0.03%
DecisionMap Wealth Management, LLC	39.02K	Jun 30, 26	+1.70K	0.03%
Kovack Advisors, Inc.	38.44K	Jun 30, 26	+391	0.03%
CAPTRUST FINANCIAL ADVISORS	38.42K	Jun 30, 26	+38.42K	0.03%
LongView Wealth Management	37.09K	Jun 30, 26	+3.98K	0.03%
PRINCIPAL SECURITIES, INC.	36.96K	Jun 30, 26	+11.42K	0.03%
PEOPLES BANK /OH	36.95K	Jun 30, 26	+12.78K	0.03%
LYNCH & ASSOCIATES/IN	35.57K	Jun 30, 26	+3.25K	0.03%
TD Waterhouse Canada Inc.	35.53K	Jun 30, 26	+1.49K	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	34.52K	Jun 30, 26	+1.27K	0.03%
Mariner, LLC	33.72K	Jun 30, 26	-106.34K	0.03%
FCG Investment Co	32.75K	Jun 30, 26	+32.75K	0.03%
REDW Wealth LLC	32.39K	Jun 30, 26	+6.51K	0.03%
GWN SECURITIES INC.	32.21K	Jun 30, 26	+8.82K	0.03%
TritonPoint Partners, LLC	32.10K	Jun 30, 26	-2.01K	0.03%
HighTower Advisors, LLC	30.88K	Jun 30, 26	+2.48K	0.02%
Aptus Capital Advisors, LLC	29.96K	Jun 30, 26	+1.56K	0.02%
BLUEDOOR PRIVATE WEALTH, LLC	29.19K	Jun 30, 26	-1.00K	0.02%
IFG Advisory, LLC	27.86K	Jun 30, 26	+27.86K	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	27.60K	Jun 30, 26	+27.60K	0.02%
WJ Wealth Management, LLC	27.05K	Jun 30, 26	+27.05K	0.02%
MAGNOLIA CAPITAL ADVISORS LLC	26.04K	Jun 30, 26	+1.86K	0.02%
Holistic Planning, LLC	25.73K	Jun 30, 26	+4.41K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	24.71K	Jun 30, 26	+11.15K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	24.46K	Jun 30, 26	+1.26K	0.02%
CRA Financial Services, LLC	22.75K	Jun 30, 26	+1.11K	0.02%
Spire Wealth Management	22.73K	Jun 30, 26	+303	0.02%
Golden State Wealth Management, LLC	21.83K	Jun 30, 26	+1.92K	0.02%
SAGESPRING WEALTH PARTNERS, LLC	21.51K	Jun 30, 26	+179	0.02%
TRUIST FINANCIAL CORP	20.35K	Jun 30, 26	+4.86K	0.02%
Cornerstone Financial Management LLC	19.48K	Jun 30, 26	+1.34K	0.02%
Sanctuary Advisors, LLC	19.02K	Jun 30, 26	+19.02K	0.02%
IFP Advisors, Inc	18.98K	Jun 30, 26	-606	0.02%
Townsend Financial Planning, LLC	18.97K	Jun 30, 26	+5.93K	0.02%
MFA Wealth Services	18.50K	Jun 30, 26	-500	0.01%
BEAM WEALTH ADVISORS, INC.	18.26K	Jun 30, 26	+2.00K	0.01%
FIDUCIARY FINANCIAL ADVISORS	17.96K	Jun 30, 26	+17.96K	0.01%
Essex Financial Services, Inc.	17.53K	Jun 30, 26	+5.54K	0.01%
Betterment LLC	17.51K	Jun 30, 26	+1.40K	0.01%
RASP WEALTH SOLUTIONS, LLC	17.38K	Jun 30, 26	+17.38K	0.01%
Register Financial Advisors LLC	17.04K	Jun 30, 26	+6.79K	0.01%
Savvy Advisors, Inc.	16.73K	Jun 30, 26	-2	0.01%
MCRAE CAPITAL MANAGEMENT INC	16.57K	Jun 30, 26	+110	0.01%
IHT Wealth Management, LLC	16.28K	Jun 30, 26	+16.28K	0.01%
CULLEN/FROST BANKERS, INC.	15.24K	Jun 30, 26	+1.35K	0.01%
Worth Asset Management, LLC	15.19K	Jun 30, 26	-11.78K	0.01%
Allegheny Financial Group LTD	15.14K	Jun 30, 26	+7.04K	0.01%
Abbot Financial Management, Inc.	14.95K	Jun 30, 26	+4.10K	0.01%
PRIVATE TRUST CO NA	14.83K	Jun 30, 26	+659	0.01%
Ameritas Investment Partners, Inc.	14.71K	Jun 30, 26	-16	0.01%
Keystone Wealth Services, LLC	14.69K	Jun 30, 26	-346	0.01%
Kastel Capital Advisors, LLC	14.31K	Jun 30, 26	-102	0.01%
SFG Wealth Management, LLC.	14.21K	Jun 30, 26	+14.21K	0.01%
HBW Advisory Services LLC	14.06K	Jun 30, 26	-660	0.01%
Delta Investment Management, LLC	13.71K	Jun 30, 26	+6.25K	0.01%
Advyzon Investment Management, LLC	13.22K	Jun 30, 26	-1.24K	0.01%
Financial Perspectives, Inc	13.14K	Jun 30, 26	+1.04K	0.01%
BridgePort Financial Solutions, LLC	12.96K	Jun 30, 26	-383	0.01%
Creative Planning	12.92K	Jun 30, 26	+5.88K	0.01%
Madison Wealth Partners, Inc	12.61K	Jun 30, 26	-836	0.01%
Pensionmark Financial Group, LLC	12.56K	Jun 30, 26	--	0.01%
Canvas Wealth Advisors, LLC	12.49K	Jun 30, 26	-19.70K	0.01%
BROWN ADVISORY INC	11.14K	Jun 30, 26	+2.53K	0.01%
VERUS CAPITAL PARTNERS, LLC	10.78K	Jun 30, 26	+2.87K	0.01%
RMB Capital Management, LLC	10.53K	Jun 30, 26	--	0.01%
FIFTH THIRD SECURITIES, INC.	9.74K	Jun 30, 26	+1.80K	0.01%
Indivisible Partners	9.39K	Jun 30, 26	+9.39K	0.01%
Advisory Services Network, LLC	9.37K	Jun 30, 26	+4.35K	0.01%
XML Financial, LLC	9.36K	Jun 30, 26	--	0.01%
Element Wealth, LLC	9.30K	Jun 30, 26	+1.59K	0.01%
M. Kulyk & Associates, LLC	9.25K	Jun 30, 26	+535	0.01%
HB Wealth Management, LLC	9.20K	Jun 30, 26	+9.20K	0.01%
Dana Investment Advisors, Inc.	8.90K	Jun 30, 26	+8.90K	0.01%
KWB Wealth	8.45K	Jun 30, 26	-1.53K	0.01%
Axis Wealth Partners, LLC	8.43K	Jun 30, 26	+1.43K	0.01%
Verdence Capital Advisors LLC	8.23K	Jun 30, 26	+8.23K	0.01%
Regal Investment Advisors LLC	8.16K	Jun 30, 26	-1.29K	0.01%
Vise Technologies, Inc.	8.10K	Jun 30, 26	+8.10K	0.01%
Financial Partners Group, Inc	7.72K	Jun 30, 26	+904	0.01%
VestGen Advisors, LLC	7.49K	Jun 30, 26	+387	0.01%
PFG Investments, LLC	7.01K	Jun 30, 26	+566	0.01%
D. E. Shaw & Co., Inc.	6.86K	Jun 30, 26	-43.67K	0.01%
Strategic Financial Concepts, LLC	6.79K	Jun 30, 26	+6.79K	0.01%
National Wealth Management Group, LLC	6.65K	Jun 30, 26	-129	0.01%
MERCER GLOBAL ADVISORS INC /ADV	6.51K	Jun 30, 26	+1.04K	0.01%
STEPHENS INC /AR/	6.12K	Jun 30, 26	+6.12K	0.00%
Storgate, LLC	6.03K	Jun 30, 26	+6.03K	0.00%
Allworth Financial LP	5.98K	Jun 30, 26	+3.73K	0.00%
Harbor Asset Planning, Inc.	5.91K	Jun 30, 26	+14	0.00%
INSIGNEO ADVISORY SERVICES, LLC	5.90K	Jun 30, 26	+5.90K	0.00%
JOHN G ULLMAN & ASSOCIATES INC	5.85K	Jun 30, 26	--	0.00%
Gladstone Institutional Advisory LLC	5.83K	Jun 30, 26	+5.83K	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	5.79K	Jun 30, 26	+5.79K	0.00%
ARK & TLK INVESTMENTS, LLC	5.64K	Jun 30, 26	+14	0.00%
NFP Retirement, Inc.	5.63K	Jun 30, 26	+5.63K	0.00%
Facet Wealth, Inc.	5.54K	Jun 30, 26	+5.54K	0.00%
SageView Advisory Group, LLC	5.50K	Jun 30, 26	--	0.00%
SHEETS SMITH WEALTH MANAGEMENT	5.35K	Jun 30, 26	--	0.00%
Ball & Co Wealth Management Inc.	5.32K	Jun 30, 26	+5.32K	0.00%
Dynamic Advisor Solutions LLC	5.16K	Jun 30, 26	+5.16K	0.00%
AE Wealth Management LLC	5.03K	Jun 30, 26	+4.56K	0.00%
Odyssey Group, LLC	4.96K	Jun 30, 26	+4.96K	0.00%
Kathmere Capital Management, LLC	4.92K	Jun 30, 26	+4.92K	0.00%
Vann Equity Management LLC	4.61K	Jun 30, 26	+4.61K	0.00%
Wealthstar Advisors, LLC	4.53K	Jun 30, 26	+4.53K	0.00%
AdvisorNet Financial, Inc	4.34K	Jun 30, 26	+3.77K	0.00%
Valued Retirements, Inc.	4.33K	Jun 30, 26	+4.33K	0.00%
NICOLET BANKSHARES INC	4.32K	Jun 30, 26	+4.32K	0.00%
BRIGHTON JONES LLC	4.30K	Jun 30, 26	+4.30K	0.00%
SUMMIT WEALTH GROUP LLC / CO	4.19K	Jun 30, 26	+4.19K	0.00%
Clearstead Advisors, LLC	3.83K	Jun 30, 26	--	0.00%
Piscataqua Savings Bank	3.70K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	3.58K	Jun 30, 26	+3.58K	0.00%
Fairway Wealth LLC	3.16K	Jun 30, 26	+3.16K	0.00%
Silver Grove Financial Group, Inc.	2.06K	Jun 30, 26	+2.06K	0.00%
SRS Capital Advisors, Inc.	1.59K	Jun 30, 26	+1.59K	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.51K	Jun 30, 26	+1.51K	0.00%
BANK OF MONTREAL /CAN/	1.32K	Jun 30, 26	+633	0.00%
NATIONAL BANK OF CANADA /FI/	1.26K	Jun 30, 26	+152	0.00%
EverSource Wealth Advisors, LLC	1.21K	Jun 30, 26	+3	0.00%
Truvestments Capital LLC	937	Jun 30, 26	+937	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	908	Jun 30, 26	+45	0.00%
ASSETMARK, INC	702	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	700	Jun 30, 26	+700	0.00%
Russell Investments Group, Ltd.	690	Jun 30, 26	+686	0.00%
Ancora Advisors, LLC	500	Jun 30, 26	-242	0.00%
Cornerstone Planning Group LLC	442	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	419	Jun 30, 26	-130	0.00%
Trust Co	408	Jun 30, 26	+408	0.00%
GLENMEDE TRUST CO NA	400	Jun 30, 26	+400	0.00%
Concord Wealth Partners	366	Jun 30, 26	+366	0.00%
Atomic Invest LLC	336	Jun 30, 26	+336	0.00%
Larson Financial Group LLC	323	Jun 30, 26	-128	0.00%
Smallwood Wealth Investment Management, LLC	299	Jun 30, 26	--	0.00%
HighMark Wealth Management LLC	191	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	170	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	155	Jun 30, 26	+155	0.00%
CKW FINANCIAL GROUP	96	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	92	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	35	Jun 30, 26	+35	0.00%
Allspring Global Investments Holdings, LLC	35	Jun 30, 26	+35	0.00%
Cordant, Inc.	26	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	21	Jun 30, 26	+21	0.00%
Copia Wealth Management	8	Jun 30, 26	--	0.00%
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-110.68K	--
Western Wealth Management, LLC	--	Jun 30, 26	-561	--
MAI Capital Management	--	Jun 30, 26	-822	--
Independent Advisor Alliance	--	Jun 30, 26	-70.65K	--
US BANCORP \DE\	--	Jun 30, 26	-524	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-44	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-70	--
Johnson Financial Group, Inc.	--	Jun 30, 26	-2.71K	--
TruWealth Advisors, LLC	923.15K	Mar 31, 26	+19.38K	0.74%
Pathfinder Wealth Consulting, Inc.	38.54K	Mar 31, 26	-383	0.03%
Sunbelt Securities, Inc.	11.95K	Mar 31, 26	-14.91K	0.01%
COMERICA BANK	9.08K	Dec 31, 25	+934	0.01%
Otter Creek Advisors, LLC	124.00K	Sep 30, 25	+124.00K	0.10%
Glenmede Investment Management, LP	--	Sep 30, 25	-272	--
AVANTAX ADVISORY SERVICES, INC.	160.66K	Jun 30, 25	-39.98K	0.13%
Atria Wealth Solutions, Inc.	133.56K	Jun 30, 25	+45.92K	0.11%
Raymond James Financial Services Advisors, Inc.	14.84K	Sep 30, 24	+4.46K	0.01%
Cetera Advisor Networks LLC	19.98K	Mar 31, 24	+1.20K	0.02%
Baystate Wealth Management LLC	784	Dec 31, 23	+784	0.00%

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Holder

Date

Change

% Held

FMR LLC

24.94M

Jun 30, 26

-2.05M

19.92%

AMERIPRISE FINANCIAL INC

7.92M

Jun 30, 26

+1.88M

6.33%

LPL Financial LLC

6.19M

Jun 30, 26

+1.07M

4.95%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.45M

Jun 30, 26

+699.21K

3.55%

Prime Capital Investment Advisors, LLC

2.89M

Jun 30, 26

-222.52K

2.31%

Cetera Investment Advisers

2.76M

Jun 30, 26

+801.02K

2.21%

RAYMOND JAMES FINANCIAL INC

2.59M

Jun 30, 26

+263.26K

2.07%

FIFTH THIRD BANCORP

2.58M

Jun 30, 26

-199.51K

2.06%

WELLS FARGO & COMPANY/MN

2.51M

Jun 30, 26

+378.42K

2.01%

COMMONWEALTH EQUITY SERVICES, LLC

2.42M

Jun 30, 26

+174.91K

1.93%

MORGAN STANLEY

2.06M

Jun 30, 26

+739.96K

1.65%

JPMORGAN CHASE & CO

1.88M

Jun 30, 26

+42.46K

1.50%

Dynasty Wealth Management, LLC

1.81M

Jun 30, 26

-4.47K

1.44%

ADVISOR GROUP HOLDINGS, INC.

1.75M

Jun 30, 26

+410.33K

1.40%

Quotient Wealth Partners, LLC

1.74M

Jun 30, 26

-8.41K

1.39%

ENVESTNET ASSET MANAGEMENT INC

1.50M

Jun 30, 26

+441.09K

1.20%

VANTAGEPOINT INVESTMENT ADVISERS LLC

1.40M

Jun 30, 26

1.12%

BANK OF AMERICA CORP /DE/

1.33M

Jun 30, 26

+459.60K

1.06%

ROYAL BANK OF CANADA

1.25M

Jun 30, 26

+26.80K

1.00%

MML INVESTORS SERVICES, LLC

1.19M

Jun 30, 26

+334.52K

0.95%

Calamos Wealth Management LLC

1.06M

Jun 30, 26

+51.63K

0.85%

Waverly Advisors, LLC

947.27K

Jun 30, 26

+947.27K

0.76%

Capital Analysts, LLC

851.67K

Jun 30, 26

+9.82K

0.68%

Kestra Advisory Services, LLC

790.29K

Jun 30, 26

+77.92K

0.63%

Focus Financial Network, Inc.

771.55K

Jun 30, 26

+43.77K

0.62%

KFG WEALTH MANAGEMENT, LLC

451.96K

Jun 30, 26

+22.34K

0.36%

Systelligence, LLC

400.48K

Jun 30, 26

+400.48K

0.32%

Baird Financial Group, Inc.

392.13K

Jun 30, 26

+14.91K

0.31%

STIFEL FINANCIAL CORP

383.27K

Jun 30, 26

+26.16K

0.31%

Parkside Investments, LLC

382.38K

Jun 30, 26

+22.21K

0.31%

Stadion Money Management, LLC

370.87K

Jun 30, 26

-41.70K

0.30%

GREAT VALLEY ADVISOR GROUP, INC.

355.65K

Jun 30, 26

+120.95K

0.28%

LITTLE HOUSE CAPITAL LLC

335.89K

Jun 30, 26

+5.53K

0.27%

HighPoint Advisor Group LLC

332.59K

Jun 30, 26

+5.83K

0.27%

DAHRING | CUSMANO LLC

319.01K

Jun 30, 26

+12.30K

0.25%

Berger Financial Group, Inc

318.78K

Jun 30, 26

+4.34K

0.25%

Summit Investment Advisory Services, LLC

309.90K

Jun 30, 26

-11.46K

0.25%

Mayfair Advisory Group, LLC

297.64K

Jun 30, 26

+16.58K

0.24%

Cambridge Investment Research Advisors, Inc.

285.21K

Jun 30, 26

+48.03K

0.23%

Equitable Holdings, Inc.

260.15K

Jun 30, 26

+115.07K

0.21%

TWO SIGMA INVESTMENTS, LP

242.90K

Jun 30, 26

+242.90K

0.19%

Ausdal Financial Partners, Inc.

241.43K

Jun 30, 26

+31.73K

0.19%

Aurdan Capital Management, LLC

234.66K

Jun 30, 26

+234.66K

0.19%

UBS Group AG

226.81K

Jun 30, 26

+72.81K

0.18%

Mutual Advisors, LLC

223.92K

Jun 30, 26

+11.77K

0.18%

PETRA FINANCIAL ADVISORS INC

214.72K

Jun 30, 26

+170.67K

0.17%

Landing Point Financial Group, LLC

202.07K

Jun 30, 26

-67.09K

0.16%

Salus Financial Advisors, LLC

200.25K

Jun 30, 26

+1.92K

0.16%

First Heartland Consultants, Inc.

196.38K

Jun 30, 26

+58.71K

0.16%

Rockefeller Capital Management L.P.

192.50K

Jun 30, 26

+40.79K

0.15%

Modus Advisors, LLC

176.65K

Jun 30, 26

+566

0.14%

TD PRIVATE CLIENT WEALTH LLC

175.45K

Jun 30, 26

+47.26K

0.14%

Milestone Investment Advisors LLC

169.70K

Jun 30, 26

+9.91K

0.14%

Bank of New York Mellon Corp

164.28K

Jun 30, 26

+24.98K

0.13%

RIVERSEDGE ADVISORS, LLC

159.60K

Jun 30, 26

-9.59K

0.13%

RETIREMENT INCOME SOLUTIONS, INC

150.04K

Jun 30, 26

0.12%

Per Stirling Capital Management, LLC.

142.64K

Jun 30, 26

+142.64K

0.11%

Holos Integrated Wealth LLC

141.90K

Jun 30, 26

-15.30K

0.11%

Marble Wealth, LLC

140.46K

Jun 30, 26

+20.84K

0.11%

Richard W. Paul & Associates, LLC

139.08K

Jun 30, 26

-3.05K

0.11%

Atria Investments, Inc

138.91K

Jun 30, 26

+3.75K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

134.82K

Jun 30, 26

+122.20K

0.11%

Merit Financial Group, LLC

133.84K

Jun 30, 26

+94.23K

0.11%

IAG Wealth Partners, LLC

132.53K

Jun 30, 26

+11.21K

0.11%

Armor Investment Advisors, LLC

124.64K

Jun 30, 26

+13.55K

0.10%

tru Independence LLC

122.58K

Jun 30, 26

-8.78K

0.10%

Integrated Capital Management, LLC

117.38K

Jun 30, 26

+88

0.09%

Breakwater Capital Group

117.08K

Jun 30, 26

+59.67K

0.09%

CLG LLC

113.40K

Jun 30, 26

+74.89K

0.09%

LINCOLN CAPITAL CORP

109.43K

Jun 30, 26

+5.78K

0.09%

Carolina Wealth Advisors, LLC

109.37K

Jun 30, 26

-83

0.09%

Wayfinding Financial, LLC

107.46K

Jun 30, 26

+107.46K

0.09%

NewEdge Advisors, LLC

107.06K

Jun 30, 26

+1.12K

0.09%

Founders Financial Alliance, LLC

107.00K

Jun 30, 26

+1.69K

0.09%

Global Retirement Partners, LLC

105.56K

Jun 30, 26

+105.56K

0.08%

INVESTMENT ADVISORY SERVICES INC /TX /ADV

102.74K

Jun 30, 26

+23.87K

0.08%

Concurrent Investment Advisors, LLC

101.39K

Jun 30, 26

-28.55K

0.08%

JONES FINANCIAL COMPANIES LLLP

99.02K

Jun 30, 26

+98.83K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

94.58K

Jun 30, 26

+14.32K

0.08%

Envision Financial LLC

94.12K

Jun 30, 26

+94.12K

0.08%

FMA Wealth Management, LLC

86.79K

Jun 30, 26

-1.19K

0.07%

TABLEAUX LLC

81.34K

Jun 30, 26

+6.06K

0.06%

Gallagher Fiduciary Advisors, LLC

78.98K

Jun 30, 26

+15.17K

0.06%

Clearwave Capital, LLC

73.13K

Jun 30, 26

+4.81K

0.06%

GREENWOOD CAPITAL ASSOCIATES LLC

71.73K

Jun 30, 26

+8.04K

0.06%

Soltis Investment Advisors LLC

70.42K

Jun 30, 26

+1.54K

0.06%

Steward Partners Investment Advisory, LLC

69.76K

Jun 30, 26

+1.39K

0.06%

Eaton Financial Holdings Company, LLC

69.17K

Jun 30, 26

+45.40K

0.06%

Private Advisor Group, LLC

68.48K

Jun 30, 26

-52.51K

0.05%

CROBAN

67.28K

Jun 30, 26

-62.79K

0.05%

Smartleaf Asset Management LLC

67.00K

Jun 30, 26

0.05%

PFG Advisors

65.11K

Jun 30, 26

+7.03K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

61.59K

Jun 30, 26

+15.60K

0.05%

Curtis Advisory Group, LLC

60.40K

Jun 30, 26

+49.71K

0.05%

HICKS CAPITAL MANAGEMENT LLC

60.22K

Jun 30, 26

+60.22K

0.05%

Valmark Advisers, Inc.

59.90K

Jun 30, 26

+2.98K

0.05%

Investmark Advisory Group LLC

58.16K

Jun 30, 26

+2.26K

0.05%

InTrack Investment Management Inc

56.22K

Jun 30, 26

+45.56K

0.04%

PKS Advisory Services, LLC

55.85K

Jun 30, 26

-108

0.04%

PENOBSCOT WEALTH MANAGEMENT

55.57K

Jun 30, 26

+1.04K

0.04%

BARNES PETTEY FINANCIAL ADVISORS, LLC

53.96K

Jun 30, 26

+40.49K

0.04%

Farther Finance Advisors, LLC

53.80K

Jun 30, 26

-13.86K

0.04%

Horizon Investment Services, LLC

52.06K

Jun 30, 26

+1.05K

0.04%

Sowell Financial Services LLC

52.05K

Jun 30, 26

+12.45K

0.04%

Janney Montgomery Scott LLC

51.01K

Jun 30, 26

+3.19K

0.04%

HARBOUR INVESTMENTS, INC.

48.92K

Jun 30, 26

+8.66K

0.04%

Encompass More Asset Management

48.09K

Jun 30, 26

+2.44K

0.04%

Integrated Wealth Concepts LLC

47.20K

Jun 30, 26

-9.41K

0.04%

Tower Research Capital LLC (TRC)

43.93K

Jun 30, 26

+43.93K

0.04%

Calamos Advisors LLC

43.10K

Jun 30, 26

-1.01M

0.03%

Beacon Financial Advisory LLC

40.99K

Jun 30, 26

+13.70K

0.03%

Meadowbrook Advisors Group, LLC

40.00K

Jun 30, 26

+40.00K

0.03%

DecisionMap Wealth Management, LLC

39.02K

Jun 30, 26

+1.70K

0.03%

Kovack Advisors, Inc.

38.44K

Jun 30, 26

+391

0.03%

CAPTRUST FINANCIAL ADVISORS

38.42K

Jun 30, 26

+38.42K

0.03%

LongView Wealth Management

37.09K

Jun 30, 26

+3.98K

0.03%

PRINCIPAL SECURITIES, INC.

36.96K

Jun 30, 26

+11.42K

0.03%

PEOPLES BANK /OH

36.95K

Jun 30, 26

+12.78K

0.03%

LYNCH & ASSOCIATES/IN

35.57K

Jun 30, 26

+3.25K

0.03%

TD Waterhouse Canada Inc.

35.53K

Jun 30, 26

+1.49K

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

34.52K

Jun 30, 26

+1.27K

0.03%

Mariner, LLC

33.72K

Jun 30, 26

-106.34K

0.03%

FCG Investment Co

32.75K

Jun 30, 26

+32.75K

0.03%

REDW Wealth LLC

32.39K

Jun 30, 26

+6.51K

0.03%

GWN SECURITIES INC.

32.21K

Jun 30, 26

+8.82K

0.03%

TritonPoint Partners, LLC

32.10K

Jun 30, 26

-2.01K

0.03%

HighTower Advisors, LLC

30.88K

Jun 30, 26

+2.48K

0.02%

Aptus Capital Advisors, LLC

29.96K

Jun 30, 26

+1.56K

0.02%

BLUEDOOR PRIVATE WEALTH, LLC

29.19K

Jun 30, 26

-1.00K

0.02%

IFG Advisory, LLC

27.86K

Jun 30, 26

+27.86K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

27.60K

Jun 30, 26

+27.60K

0.02%

WJ Wealth Management, LLC

27.05K

Jun 30, 26

+27.05K

0.02%

MAGNOLIA CAPITAL ADVISORS LLC

26.04K

Jun 30, 26

+1.86K

0.02%

Holistic Planning, LLC

25.73K

Jun 30, 26

+4.41K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

24.71K

Jun 30, 26

+11.15K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

24.46K

Jun 30, 26

+1.26K

0.02%

CRA Financial Services, LLC

22.75K

Jun 30, 26

+1.11K

0.02%

Spire Wealth Management

22.73K

Jun 30, 26

+303

0.02%

Golden State Wealth Management, LLC

21.83K

Jun 30, 26

+1.92K

0.02%

SAGESPRING WEALTH PARTNERS, LLC

21.51K

Jun 30, 26

+179

0.02%

TRUIST FINANCIAL CORP

20.35K

Jun 30, 26

+4.86K

0.02%

Cornerstone Financial Management LLC

19.48K

Jun 30, 26

+1.34K

0.02%

Sanctuary Advisors, LLC

19.02K

Jun 30, 26

+19.02K

0.02%

IFP Advisors, Inc

18.98K

Jun 30, 26

-606

0.02%

Townsend Financial Planning, LLC

18.97K

Jun 30, 26

+5.93K

0.02%

MFA Wealth Services

18.50K

Jun 30, 26

-500

0.01%

BEAM WEALTH ADVISORS, INC.

18.26K

Jun 30, 26

+2.00K

0.01%

FIDUCIARY FINANCIAL ADVISORS

17.96K

Jun 30, 26

+17.96K

0.01%

Essex Financial Services, Inc.

17.53K

Jun 30, 26

+5.54K

0.01%

Betterment LLC

17.51K

Jun 30, 26

+1.40K

0.01%

RASP WEALTH SOLUTIONS, LLC

17.38K

Jun 30, 26

+17.38K

0.01%

17.04K

Jun 30, 26

+6.79K

0.01%

Savvy Advisors, Inc.

16.73K

Jun 30, 26

-2

0.01%

MCRAE CAPITAL MANAGEMENT INC

16.57K

Jun 30, 26

+110

0.01%

IHT Wealth Management, LLC

16.28K

Jun 30, 26

+16.28K

0.01%

CULLEN/FROST BANKERS, INC.

15.24K

Jun 30, 26

+1.35K

0.01%

Worth Asset Management, LLC

15.19K

Jun 30, 26

-11.78K

0.01%

Allegheny Financial Group LTD

15.14K

Jun 30, 26

+7.04K

0.01%

Abbot Financial Management, Inc.

14.95K

Jun 30, 26

+4.10K

0.01%

PRIVATE TRUST CO NA

14.83K

Jun 30, 26

+659

0.01%

Ameritas Investment Partners, Inc.

14.71K

Jun 30, 26

-16

0.01%

Keystone Wealth Services, LLC

14.69K

Jun 30, 26

-346

0.01%

Kastel Capital Advisors, LLC

14.31K

Jun 30, 26

-102

0.01%

SFG Wealth Management, LLC.

14.21K

Jun 30, 26

+14.21K

0.01%

HBW Advisory Services LLC

14.06K

Jun 30, 26

-660

0.01%

Delta Investment Management, LLC

13.71K

Jun 30, 26

+6.25K

0.01%

Advyzon Investment Management, LLC

13.22K

Jun 30, 26

-1.24K

0.01%

Financial Perspectives, Inc

13.14K

Jun 30, 26

+1.04K

0.01%

BridgePort Financial Solutions, LLC

12.96K

Jun 30, 26

-383

0.01%

Creative Planning

12.92K

Jun 30, 26

+5.88K

0.01%

Madison Wealth Partners, Inc

12.61K

Jun 30, 26

-836

0.01%

Pensionmark Financial Group, LLC

12.56K

Jun 30, 26

0.01%

Canvas Wealth Advisors, LLC

12.49K

Jun 30, 26

-19.70K

0.01%

BROWN ADVISORY INC

11.14K

Jun 30, 26

+2.53K

0.01%

VERUS CAPITAL PARTNERS, LLC

10.78K

Jun 30, 26

+2.87K

0.01%

RMB Capital Management, LLC

10.53K

Jun 30, 26

0.01%

FIFTH THIRD SECURITIES, INC.

9.74K

Jun 30, 26

+1.80K

0.01%

Indivisible Partners

9.39K

Jun 30, 26

+9.39K

0.01%

Advisory Services Network, LLC

9.37K

Jun 30, 26

+4.35K

0.01%

XML Financial, LLC

9.36K

Jun 30, 26

0.01%

Element Wealth, LLC

9.30K

Jun 30, 26

+1.59K

0.01%

M. Kulyk & Associates, LLC

9.25K

Jun 30, 26

+535

0.01%

HB Wealth Management, LLC

9.20K

Jun 30, 26

+9.20K

0.01%

Dana Investment Advisors, Inc.

8.90K

Jun 30, 26

+8.90K

0.01%

KWB Wealth

8.45K

Jun 30, 26

-1.53K

0.01%

Axis Wealth Partners, LLC

8.43K

Jun 30, 26

+1.43K

0.01%

Verdence Capital Advisors LLC

8.23K

Jun 30, 26

+8.23K

0.01%

Regal Investment Advisors LLC

8.16K

Jun 30, 26

-1.29K

0.01%

Vise Technologies, Inc.

8.10K

Jun 30, 26

+8.10K

0.01%

Financial Partners Group, Inc

7.72K

Jun 30, 26

+904

0.01%

VestGen Advisors, LLC

7.49K

Jun 30, 26

+387

0.01%

PFG Investments, LLC

7.01K

Jun 30, 26

+566

0.01%

D. E. Shaw & Co., Inc.

6.86K

Jun 30, 26

-43.67K

0.01%

Strategic Financial Concepts, LLC

6.79K

Jun 30, 26

+6.79K

0.01%

National Wealth Management Group, LLC

6.65K

Jun 30, 26

-129

0.01%

MERCER GLOBAL ADVISORS INC /ADV

6.51K

Jun 30, 26

+1.04K

0.01%

STEPHENS INC /AR/

6.12K

Jun 30, 26

+6.12K

0.00%

Storgate, LLC

6.03K

Jun 30, 26

+6.03K

0.00%

Allworth Financial LP

5.98K

Jun 30, 26

+3.73K

0.00%

Harbor Asset Planning, Inc.

5.91K

Jun 30, 26

+14

0.00%

INSIGNEO ADVISORY SERVICES, LLC

5.90K

Jun 30, 26

+5.90K

0.00%

JOHN G ULLMAN & ASSOCIATES INC

5.85K

Jun 30, 26

0.00%

Gladstone Institutional Advisory LLC

5.83K

Jun 30, 26

+5.83K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

5.79K

Jun 30, 26

+5.79K

0.00%

ARK & TLK INVESTMENTS, LLC

5.64K

Jun 30, 26

+14

0.00%

NFP Retirement, Inc.

5.63K

Jun 30, 26

+5.63K

0.00%

Facet Wealth, Inc.

5.54K

Jun 30, 26

+5.54K

0.00%

SageView Advisory Group, LLC

5.50K

Jun 30, 26

0.00%

SHEETS SMITH WEALTH MANAGEMENT

5.35K

Jun 30, 26

0.00%

Ball & Co Wealth Management Inc.

5.32K

Jun 30, 26

+5.32K

0.00%

Dynamic Advisor Solutions LLC

5.16K

Jun 30, 26

+5.16K

0.00%

AE Wealth Management LLC

5.03K

Jun 30, 26

+4.56K

0.00%

Odyssey Group, LLC

4.96K

Jun 30, 26

+4.96K

0.00%

Kathmere Capital Management, LLC

4.92K

Jun 30, 26

+4.92K

0.00%

Vann Equity Management LLC

4.61K

Jun 30, 26

+4.61K

0.00%

Wealthstar Advisors, LLC

4.53K

Jun 30, 26

+4.53K

0.00%

AdvisorNet Financial, Inc

4.34K

Jun 30, 26

+3.77K

0.00%

Valued Retirements, Inc.

4.33K

Jun 30, 26

+4.33K

0.00%

NICOLET BANKSHARES INC

4.32K

Jun 30, 26

+4.32K

0.00%

BRIGHTON JONES LLC

4.30K

Jun 30, 26

+4.30K

0.00%

SUMMIT WEALTH GROUP LLC / CO

4.19K

Jun 30, 26

+4.19K

0.00%

Clearstead Advisors, LLC

3.83K

Jun 30, 26

0.00%

Piscataqua Savings Bank

3.70K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

3.58K

Jun 30, 26

+3.58K

0.00%

Fairway Wealth LLC

3.16K

Jun 30, 26

+3.16K

0.00%

Silver Grove Financial Group, Inc.

2.06K

Jun 30, 26

+2.06K

0.00%

SRS Capital Advisors, Inc.

1.59K

Jun 30, 26

+1.59K

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.51K

Jun 30, 26

+1.51K

0.00%

BANK OF MONTREAL /CAN/

1.32K

Jun 30, 26

+633

0.00%

NATIONAL BANK OF CANADA /FI/

1.26K

Jun 30, 26

+152

0.00%

EverSource Wealth Advisors, LLC

1.21K

Jun 30, 26

0.00%

Truvestments Capital LLC

937

Jun 30, 26

+937

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

908

Jun 30, 26

+45

0.00%

ASSETMARK, INC

702

Jun 30, 26

0.00%

Parallel Advisors, LLC

700

Jun 30, 26

+700

0.00%

Russell Investments Group, Ltd.

690

Jun 30, 26

+686

0.00%

Ancora Advisors, LLC

500

Jun 30, 26

-242

0.00%

Cornerstone Planning Group LLC

442

Jun 30, 26

0.00%

Coston, McIsaac & Partners

419

Jun 30, 26

-130

0.00%

Trust Co

408

Jun 30, 26

+408

0.00%

GLENMEDE TRUST CO NA

400

Jun 30, 26

+400

0.00%

Concord Wealth Partners

366

Jun 30, 26

+366

0.00%

Atomic Invest LLC

336

Jun 30, 26

+336

0.00%

Larson Financial Group LLC

323

Jun 30, 26

-128

0.00%

Smallwood Wealth Investment Management, LLC

299

Jun 30, 26

0.00%

HighMark Wealth Management LLC

191

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

170

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

155

Jun 30, 26

+155

0.00%

CKW FINANCIAL GROUP

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

+35

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

+35

0.00%

Cordant, Inc.

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

+21

0.00%

Copia Wealth Management

Jun 30, 26

0.00%

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-110.68K

Western Wealth Management, LLC

Jun 30, 26

-561

MAI Capital Management

Jun 30, 26

-822

Independent Advisor Alliance

Jun 30, 26

-70.65K

US BANCORP \DE\

Jun 30, 26

-524

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-44

Innovative Asset Advisors Group, LLC

Jun 30, 26

-70

Johnson Financial Group, Inc.

Jun 30, 26

-2.71K

TruWealth Advisors, LLC

923.15K

Mar 31, 26

+19.38K

0.74%

Pathfinder Wealth Consulting, Inc.

38.54K

Mar 31, 26

-383

0.03%

Sunbelt Securities, Inc.

11.95K

Mar 31, 26

-14.91K

0.01%

COMERICA BANK

9.08K

Dec 31, 25

+934

0.01%

Otter Creek Advisors, LLC

124.00K

Sep 30, 25

+124.00K

0.10%

Glenmede Investment Management, LP

Sep 30, 25

-272

AVANTAX ADVISORY SERVICES, INC.

160.66K

Jun 30, 25

-39.98K

0.13%

Atria Wealth Solutions, Inc.

133.56K

Jun 30, 25

+45.92K

0.11%

Raymond James Financial Services Advisors, Inc.

14.84K

Sep 30, 24

+4.46K

0.01%

Cetera Advisor Networks LLC

19.98K

Mar 31, 24

+1.20K

0.02%

Baystate Wealth Management LLC

784

Dec 31, 23

+784

0.00%