FIDU(FIDU)
FIDU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Lido Advisors, LLC | 1.67M | Jun 30, 26 | -66.00K | 6.73% |
| AE Wealth Management LLC | 1.40M | Jun 30, 26 | +106.73K | 5.65% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 942.09K | Jun 30, 26 | +52.38K | 3.79% |
| AGF MANAGEMENT LTD | 510.37K | Jun 30, 26 | +8.64K | 2.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 400.73K | Jun 30, 26 | +11.62K | 1.61% |
| LPL Financial LLC | 285.84K | Jun 30, 26 | +10.73K | 1.15% |
| VICUS CAPITAL | 259.85K | Jun 30, 26 | +209.50K | 1.05% |
| MORGAN STANLEY | 219.37K | Jun 30, 26 | +5.45K | 0.88% |
| Sanctuary Advisors, LLC | 184.44K | Jun 30, 26 | +2.17K | 0.74% |
| Kovitz Investment Group Partners, LLC | 161.77K | Jun 30, 26 | +101.75K | 0.65% |
| BANK OF AMERICA CORP /DE/ | 145.72K | Jun 30, 26 | +3.41K | 0.59% |
| Independence Financial Advisors, LLC | 136.32K | Jun 30, 26 | +6.01K | 0.55% |
| WELLS FARGO & COMPANY/MN | 126.15K | Jun 30, 26 | -3.73K | 0.51% |
| Kestra Advisory Services, LLC | 124.72K | Jun 30, 26 | +19.77K | 0.50% |
| MERCER GLOBAL ADVISORS INC /ADV | 123.20K | Jun 30, 26 | -8.27K | 0.50% |
| Lifeworks Advisors, LLC | 114.53K | Jun 30, 26 | +2.23K | 0.46% |
| THRIVENT FINANCIAL FOR LUTHERANS | 106.26K | Jun 30, 26 | -21.04K | 0.43% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 100.17K | Jun 30, 26 | +4.37K | 0.40% |
| AMERIPRISE FINANCIAL INC | 99.98K | Jun 30, 26 | +10.84K | 0.40% |
| FMR LLC | 92.11K | Jun 30, 26 | +11.16K | 0.37% |
| Yoder Wealth Management, Inc. | 79.75K | Jun 30, 26 | +3.59K | 0.32% |
| ROYAL BANK OF CANADA | 78.64K | Jun 30, 26 | -14.02K | 0.32% |
| SRS Capital Advisors, Inc. | 74.14K | Jun 30, 26 | +73.56K | 0.30% |
| STIFEL FINANCIAL CORP | 73.52K | Jun 30, 26 | +839 | 0.30% |
| NewEdge Advisors, LLC | 72.03K | Jun 30, 26 | +5.04K | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 65.29K | Jun 30, 26 | +7.17K | 0.26% |
| Traynor Capital Management, Inc. | 62.99K | Jun 30, 26 | +11 | 0.25% |
| Fischer Financial Services, Inc. | 59.95K | Jun 30, 26 | +904 | 0.24% |
| BANK OF MONTREAL /CAN/ | 54.76K | Jun 30, 26 | +54.26K | 0.22% |
| Cetera Investment Advisers | 52.19K | Jun 30, 26 | +325 | 0.21% |
| BNP PARIBAS ARBITRAGE, SNC | 50.00K | Jun 30, 26 | +50.00K | 0.20% |
| IHT Wealth Management, LLC | 41.44K | Jun 30, 26 | -3.00K | 0.17% |
| PENOBSCOT WEALTH MANAGEMENT | 39.32K | Jun 30, 26 | +1.33K | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 37.53K | Jun 30, 26 | +13.16K | 0.15% |
| ATLAS CAPITAL ADVISORS LLC | 36.05K | Jun 30, 26 | -2.12K | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 32.50K | Jun 30, 26 | -10.48K | 0.13% |
| Smith, Salley & Associates | 30.59K | Jun 30, 26 | -592 | 0.12% |
| Arkadios Wealth Advisors | 30.19K | Jun 30, 26 | -55 | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 30.06K | Jun 30, 26 | +20.78K | 0.12% |
| Buska Wealth Management, LLC | 29.05K | Jun 30, 26 | -12.60K | 0.12% |
| EPG Wealth Management LLC | 28.31K | Jun 30, 26 | -7 | 0.11% |
| CITIGROUP INC | 27.49K | Jun 30, 26 | +3.17K | 0.11% |
| Clear Creek Financial Management, LLC | 26.95K | Jun 30, 26 | +589 | 0.11% |
| LYNCH & ASSOCIATES/IN | 26.52K | Jun 30, 26 | +1.20K | 0.11% |
| KDK Private Wealth Management, LLC | 25.87K | Jun 30, 26 | -123 | 0.10% |
| Richmond Brothers, Inc. | 25.31K | Jun 30, 26 | +25.31K | 0.10% |
| HANSEATIC MANAGEMENT SERVICES INC | 22.80K | Jun 30, 26 | -343 | 0.09% |
| FIFTH THIRD SECURITIES, INC. | 21.02K | Jun 30, 26 | +1.75K | 0.08% |
| GREAT VALLEY ADVISOR GROUP, INC. | 21.01K | Jun 30, 26 | +1.50K | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19.81K | Jun 30, 26 | +156 | 0.08% |
| Essex Financial Services, Inc. | 18.82K | Jun 30, 26 | +277 | 0.08% |
| MONTAG A & ASSOCIATES INC | 18.75K | Jun 30, 26 | +4.88K | 0.08% |
| Advisory Services Network, LLC | 18.67K | Jun 30, 26 | -307 | 0.08% |
| Maxele Advisors, LLC | 18.55K | Jun 30, 26 | +18.55K | 0.07% |
| MML INVESTORS SERVICES, LLC | 18.09K | Jun 30, 26 | +3.05K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 17.79K | Jun 30, 26 | +107 | 0.07% |
| UBS Group AG | 17.77K | Jun 30, 26 | +11.36K | 0.07% |
| Trail Ridge Investment Advisors, LLC | 16.73K | Jun 30, 26 | -1.17K | 0.07% |
| Meridian Wealth Management, LLC | 16.64K | Jun 30, 26 | +5.74K | 0.07% |
| Jacobs Equity LLC | 16.46K | Jun 30, 26 | +1.31K | 0.07% |
| Beaumont Financial Advisors, LLC | 16.43K | Jun 30, 26 | -2.74K | 0.07% |
| Stonebridge Financial Planning Group, LLC | 16.14K | Jun 30, 26 | -849 | 0.06% |
| AMERICAN NATIONAL BANK | 16.07K | Jun 30, 26 | +850 | 0.06% |
| TRUST CO OF OKLAHOMA | 15.97K | Jun 30, 26 | -26 | 0.06% |
| Merit Financial Group, LLC | 15.80K | Jun 30, 26 | -228 | 0.06% |
| SMITH SHELLNUT WILSON LLC /ADV | 15.74K | Jun 30, 26 | +724 | 0.06% |
| Virtue Capital Management, LLC | 15.65K | Jun 30, 26 | +1.77K | 0.06% |
| Roxbury Financial LLC | 14.61K | Jun 30, 26 | +178 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13.93K | Jun 30, 26 | -109 | 0.06% |
| Snowden Capital Advisors LLC | 13.36K | Jun 30, 26 | -555 | 0.05% |
| Sigma Planning Corp | 12.95K | Jun 30, 26 | +2.10K | 0.05% |
| Modern Wealth Management, LLC | 12.47K | Jun 30, 26 | -124 | 0.05% |
| Elevated Capital Advisors, LLC | 12.24K | Jun 30, 26 | -9.03K | 0.05% |
| Signal Advisors Wealth, LLC | 11.63K | Jun 30, 26 | +8.96K | 0.05% |
| Heck Capital Advisors, LLC | 11.22K | Jun 30, 26 | -152 | 0.05% |
| MGO ONE SEVEN LLC | 10.92K | Jun 30, 26 | -114 | 0.04% |
| BLUE JEAN FINANCIAL LLC | 10.10K | Jun 30, 26 | +10.10K | 0.04% |
| Mutual Advisors, LLC | 10.01K | Jun 30, 26 | -4.38K | 0.04% |
| TRUIST FINANCIAL CORP | 9.75K | Jun 30, 26 | -94 | 0.04% |
| Mosley Wealth Management | 9.14K | Jun 30, 26 | +9.14K | 0.04% |
| Armor Investment Advisors, LLC | 9.10K | Jun 30, 26 | -352 | 0.04% |
| VCI Wealth Management LLC | 8.74K | Jun 30, 26 | +212 | 0.04% |
| Bayshore Capital Advisors, LLC | 8.47K | Jun 30, 26 | -- | 0.03% |
| CENTAURUS FINANCIAL, INC. | 8.44K | Jun 30, 26 | +348 | 0.03% |
| Ameritas Advisory Services, LLC | 8.35K | Jun 30, 26 | +2.70K | 0.03% |
| Mariner, LLC | 8.33K | Jun 30, 26 | -9.77K | 0.03% |
| Robertson Stephens Wealth Management, LLC | 8.29K | Jun 30, 26 | +408 | 0.03% |
| Ironwood Financial, llc | 7.84K | Jun 30, 26 | +1.71K | 0.03% |
| Nova Wealth Management, Inc. | 7.62K | Jun 30, 26 | -638 | 0.03% |
| Integrated Wealth Concepts LLC | 7.36K | Jun 30, 26 | -512 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 7.17K | Jun 30, 26 | +614 | 0.03% |
| Farther Finance Advisors, LLC | 7.09K | Jun 30, 26 | -26 | 0.03% |
| Focus Financial Network, Inc. | 7.07K | Jun 30, 26 | +610 | 0.03% |
| Valley Brook Capital Group, Inc. | 6.69K | Jun 30, 26 | +400 | 0.03% |
| Redwood Financial Network Corp | 6.42K | Jun 30, 26 | +2.09K | 0.03% |
| Summit Financial, LLC | 6.32K | Jun 30, 26 | -9 | 0.03% |
| Creative Planning | 6.29K | Jun 30, 26 | -137 | 0.03% |
| Steward Partners Investment Advisory, LLC | 6.26K | Jun 30, 26 | +2.69K | 0.03% |
| Tower Research Capital LLC (TRC) | 6.26K | Jun 30, 26 | +6.26K | 0.03% |
| HRT FINANCIAL LP | 6.10K | Jun 30, 26 | +6.10K | 0.02% |
| Purkiss Capital Advisors LLC | 6.03K | Jun 30, 26 | +1.26K | 0.02% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 5.79K | Jun 30, 26 | -24 | 0.02% |
| WHALEROCK POINT PARTNERS, LLC | 5.59K | Jun 30, 26 | -301 | 0.02% |
| Aprio Wealth Management, LLC | 5.54K | Jun 30, 26 | +5.54K | 0.02% |
| Maltin Wealth Management, Inc. | 5.49K | Jun 30, 26 | -220 | 0.02% |
| Centennial Wealth Advisory LLC | 5.44K | Jun 30, 26 | -110 | 0.02% |
| PUREfi Wealth, LLC | 5.39K | Jun 30, 26 | -- | 0.02% |
| Continuum Advisory, LLC | 5.32K | Jun 30, 26 | -1.10K | 0.02% |
| Capital Square, LLC | 5.10K | Jun 30, 26 | -- | 0.02% |
| J.W. COLE ADVISORS, INC. | 4.97K | Jun 30, 26 | +4.97K | 0.02% |
| Pathway Financial Advisers, LLC | 4.96K | Jun 30, 26 | +343 | 0.02% |
| MCRAE CAPITAL MANAGEMENT INC | 4.87K | Jun 30, 26 | +134 | 0.02% |
| Retirement Planning Group | 4.81K | Jun 30, 26 | -45 | 0.02% |
| Fortitude Advisory Group L.L.C. | 4.74K | Jun 30, 26 | +599 | 0.02% |
| Monte Financial Group, LLC | 4.63K | Jun 30, 26 | +843 | 0.02% |
| One Wealth Management Investment & Advisory Services, LLC | 4.51K | Jun 30, 26 | -271 | 0.02% |
| Janney Montgomery Scott LLC | 4.44K | Jun 30, 26 | -98 | 0.02% |
| Crumly & Associates Inc. | 4.17K | Jun 30, 26 | -- | 0.02% |
| Larson Financial Group LLC | 4.17K | Jun 30, 26 | +9 | 0.02% |
| Betterment LLC | 4.17K | Jun 30, 26 | +338 | 0.02% |
| PRIMORIS WEALTH ADVISORS, LLC | 4.13K | Jun 30, 26 | -200 | 0.02% |
| Madison Wealth Partners, Inc | 4.10K | Jun 30, 26 | +4.10K | 0.02% |
| Ausdal Financial Partners, Inc. | 4.10K | Jun 30, 26 | -782 | 0.02% |
| Quantinno Capital Management LP | 4.03K | Jun 30, 26 | -381 | 0.02% |
| Pensionmark Financial Group, LLC | 4.00K | Jun 30, 26 | -- | 0.02% |
| SCS Capital Management LLC | 4.00K | Jun 30, 26 | -3.96K | 0.02% |
| CWA Asset Management Group, LLC | 3.97K | Jun 30, 26 | +188 | 0.02% |
| IBEX WEALTH ADVISORS | 3.70K | Jun 30, 26 | -- | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.55K | Jun 30, 26 | +650 | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3.54K | Jun 30, 26 | -611 | 0.01% |
| MAI Capital Management | 3.46K | Jun 30, 26 | +3.27K | 0.01% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 3.46K | Jun 30, 26 | +3.46K | 0.01% |
| AssuredPartners Investment Advisors, LLC | 3.42K | Jun 30, 26 | -- | 0.01% |
| TWO SIGMA SECURITIES, LLC | 3.39K | Jun 30, 26 | +3.39K | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 3.35K | Jun 30, 26 | +3.35K | 0.01% |
| CHOREO, LLC | 3.34K | Jun 30, 26 | +385 | 0.01% |
| PRINCIPAL SECURITIES, INC. | 3.34K | Jun 30, 26 | +389 | 0.01% |
| OneAscent Financial Services LLC | 3.27K | Jun 30, 26 | +3.27K | 0.01% |
| BIP Wealth, LLC | 3.26K | Jun 30, 26 | +7 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 3.11K | Jun 30, 26 | +3.11K | 0.01% |
| DEFINE FINANCIAL, LLC | 3.06K | Jun 30, 26 | +7 | 0.01% |
| Harbor Asset Planning, Inc. | 3.04K | Jun 30, 26 | +7 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 3.03K | Jun 30, 26 | +15 | 0.01% |
| HBW Advisory Services LLC | 3.03K | Jun 30, 26 | +79 | 0.01% |
| HighTower Advisors, LLC | 2.99K | Jun 30, 26 | -5.33K | 0.01% |
| Financial Partners Group, Inc | 2.98K | Jun 30, 26 | +5 | 0.01% |
| SVB WEALTH LLC | 2.96K | Jun 30, 26 | -- | 0.01% |
| PKS Advisory Services, LLC | 2.91K | Jun 30, 26 | -1.77K | 0.01% |
| Rosenberg Matthew Hamilton | 2.89K | Jun 30, 26 | -- | 0.01% |
| Diversify Advisory Services, LLC | 2.85K | Jun 30, 26 | -869 | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.85K | Jun 30, 26 | -994 | 0.01% |
| Kovack Advisors, Inc. | 2.81K | Jun 30, 26 | -165 | 0.01% |
| Founders Financial Alliance, LLC | 2.75K | Jun 30, 26 | +3 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.73K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.70K | Jun 30, 26 | +1.15K | 0.01% |
| Brookstone Capital Management | 2.66K | Jun 30, 26 | -139 | 0.01% |
| CI Private Wealth, LLC | 2.64K | Jun 30, 26 | +2.64K | 0.01% |
| Gateway Wealth Partners, LLC | 2.52K | Jun 30, 26 | -2.51K | 0.01% |
| Belpointe Asset Management LLC | 2.47K | Jun 30, 26 | +127 | 0.01% |
| Selective Wealth Management, Inc. | 2.44K | Jun 30, 26 | -51 | 0.01% |
| NWAM LLC | 2.42K | Jun 30, 26 | -- | 0.01% |
| Accelerate Investment Advisors LLC | 2.39K | Jun 30, 26 | +15 | 0.01% |
| Verity Asset Management, Inc. | 2.38K | Jun 30, 26 | +2.38K | 0.01% |
| Canton Hathaway, LLC | 2.30K | Jun 30, 26 | -- | 0.01% |
| Bogart Wealth, LLC | 2.29K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 2.27K | Jun 30, 26 | -1.01K | 0.01% |
| Petersen Hastings Wealth Advisors Inc. | 2.26K | Jun 30, 26 | +2.26K | 0.01% |
| Richard C. Young & CO., LTD. | 2.24K | Jun 30, 26 | +2.24K | 0.01% |
| KCM INVESTMENT ADVISORS LLC | 2.17K | Jun 30, 26 | +2.17K | 0.01% |
| Safeguard Investment Advisory Group, LLC | 2.16K | Jun 30, 26 | +2.16K | 0.01% |
| Dakota Wealth Management | 2.12K | Jun 30, 26 | +2.12K | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.09K | Jun 30, 26 | -425 | 0.01% |
| CoreCap Advisors, LLC | 2.06K | Jun 30, 26 | +32 | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.05K | Jun 30, 26 | -600 | 0.01% |
| GeoWealth Management, LLC | 1.92K | Jun 30, 26 | +1.92K | 0.01% |
| Hurley Capital, LLC | 1.92K | Jun 30, 26 | +2 | 0.01% |
| Atlantic Union Bankshares Corp | 1.76K | Jun 30, 26 | +133 | 0.01% |
| Dunhill Financial, LLC | 1.70K | Jun 30, 26 | +4 | 0.01% |
| Global Retirement Partners, LLC | 1.42K | Jun 30, 26 | +1.42K | 0.01% |
| Sage Mountain Advisors LLC | 1.10K | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 1.07K | Jun 30, 26 | +88 | 0.00% |
| IFG Advisory, LLC | 977 | Jun 30, 26 | +977 | 0.00% |
| FIRST HORIZON CORP | 929 | Jun 30, 26 | +21 | 0.00% |
| JPMORGAN CHASE & CO | 882 | Jun 30, 26 | +36 | 0.00% |
| GODSEY & GIBB, INC | 761 | Jun 30, 26 | -- | 0.00% |
| Banque Transatlantique SA | 689 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 667 | Jun 30, 26 | -794 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 633 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 559 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 554 | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 541 | Jun 30, 26 | +541 | 0.00% |
| Princeton Global Asset Management LLC | 518 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 500 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 499 | Jun 30, 26 | +499 | 0.00% |
| Parallel Advisors, LLC | 486 | Jun 30, 26 | +103 | 0.00% |
| IFP Advisors, Inc | 457 | Jun 30, 26 | +28 | 0.00% |
| Decker Retirement Planning Inc. | 434 | Jun 30, 26 | -- | 0.00% |
| Hilltop National Bank | 390 | Jun 30, 26 | -- | 0.00% |
| SYM FINANCIAL Corp | 365 | Jun 30, 26 | +365 | 0.00% |
| Capital Investment Advisory Services, LLC | 262 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 250 | Jun 30, 26 | -- | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 245 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 234 | Jun 30, 26 | +33 | 0.00% |
| TD Waterhouse Canada Inc. | 220 | Jun 30, 26 | +214 | 0.00% |
| VIMA LLC | 217 | Jun 30, 26 | +217 | 0.00% |
| Glen Eagle Advisors, LLC | 207 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 204 | Jun 30, 26 | -386 | 0.00% |
| Strengthening Families & Communities, LLC | 197 | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 183 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 140 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 131 | Jun 30, 26 | +14 | 0.00% |
| MOTCO | 125 | Jun 30, 26 | +125 | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 124 | Jun 30, 26 | -12.05K | 0.00% |
| N.E.W. Advisory Services LLC | 121 | Jun 30, 26 | +1 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 115 | Jun 30, 26 | +115 | 0.00% |
| Financial Network Wealth Advisors LLC | 115 | Jun 30, 26 | +115 | 0.00% |
| Allied Private Wealth LLC | 109 | Jun 30, 26 | +109 | 0.00% |
| DecisionPoint Financial, LLC | 108 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 98 | Jun 30, 26 | +30 | 0.00% |
| Rossby Financial, LCC | 86 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 85 | Jun 30, 26 | +63 | 0.00% |
| WEBSTER BANK, N. A. | 79 | Jun 30, 26 | +79 | 0.00% |
| Waverly Advisors, LLC | 66 | Jun 30, 26 | -33 | 0.00% |
| Clearstead Trust, LLC | 63 | Jun 30, 26 | -- | 0.00% |
| TOP Private Wealth LLC. | 53 | Jun 30, 26 | +53 | 0.00% |
| Physician Wealth Advisors, Inc. | 50 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 46 | Jun 30, 26 | -512 | 0.00% |
| Vermillion Wealth Management, Inc. | 45 | Jun 30, 26 | -- | 0.00% |
| Oakmont Advisory Group, LLC | 38 | Jun 30, 26 | +38 | 0.00% |
| Operose Advisors LLC | 36 | Jun 30, 26 | -- | 0.00% |
| Minot DeBlois Advisors LLC | 35 | Jun 30, 26 | -30 | 0.00% |
| POM Investment Strategies, LLC | 35 | Jun 30, 26 | +35 | 0.00% |
| ASSETMARK, INC | 26 | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 25 | Jun 30, 26 | +1 | 0.00% |
| WOLFF WIESE MAGANA LLC | 25 | Jun 30, 26 | -- | 0.00% |
| BIRCHBROOK, INC. | 22 | Jun 30, 26 | +22 | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 12 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 5 | Jun 30, 26 | -85 | 0.00% |
| Raleigh Capital Management Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -27 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -10.68K | -- |
| True Wealth Design, LLC | -- | Jun 30, 26 | -250 | -- |
| Belvedere Trading LLC | -- | Jun 30, 26 | -908 | -- |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -300 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -8.36K | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Jun 30, 26 | -9 | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -3.16K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -2 | -- |
| Truvestments Capital LLC | -- | Jun 30, 26 | -79 | -- |
| Evergreen Advisors, LLC | -- | Jun 30, 26 | -63 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -731 | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -2.73K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -23 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -39.64K | -- |
| Atomi Financial Group, Inc. | -- | Jun 30, 26 | -12.85K | -- |
| Lido Advisors, LLC | 1.74M | Mar 31, 26 | -371 | 6.99% |
| AE Wealth Management LLC | 1.30M | Mar 31, 26 | -9.63K | 5.22% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 889.71K | Mar 31, 26 | +52.66K | 3.58% |
| AGF MANAGEMENT LTD | 501.73K | Mar 31, 26 | +2.73K | 2.02% |
| WELLS FARGO & COMPANY/MN | 129.89K | Mar 31, 26 | -1.25K | 0.52% |
| Yoder Wealth Management, Inc. | 76.16K | Mar 31, 26 | +1.52K | 0.31% |
| Kovitz Investment Group Partners, LLC | 60.01K | Mar 31, 26 | -69.98K | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 42.97K | Mar 31, 26 | +14.28K | 0.17% |
| PENOBSCOT WEALTH MANAGEMENT | 37.99K | Mar 31, 26 | +2.58K | 0.15% |
| U.S. Capital Wealth Advisors, LLC | 32.75K | Mar 31, 26 | -1.41K | 0.13% |
| Clear Creek Financial Management, LLC | 26.36K | Mar 31, 26 | +26.36K | 0.11% |
| LYNCH & ASSOCIATES/IN | 25.32K | Mar 31, 26 | -1.14K | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 24.38K | Mar 31, 26 | +10.20K | 0.10% |
| HANSEATIC MANAGEMENT SERVICES INC | 23.14K | Mar 31, 26 | +23.14K | 0.09% |
| Elevated Capital Advisors, LLC | 21.27K | Mar 31, 26 | -7.55K | 0.09% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19.66K | Mar 31, 26 | +456 | 0.08% |
| GREAT VALLEY ADVISOR GROUP, INC. | 19.51K | Mar 31, 26 | +1.65K | 0.08% |
| Beaumont Financial Advisors, LLC | 19.17K | Mar 31, 26 | +1.11K | 0.08% |
| Sunbelt Securities, Inc. | 17.92K | Mar 31, 26 | -1.95K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 17.69K | Mar 31, 26 | +1.18K | 0.07% |
| Stonebridge Financial Planning Group, LLC | 16.99K | Mar 31, 26 | +343 | 0.07% |
| Merit Financial Group, LLC | 16.03K | Mar 31, 26 | +16.03K | 0.06% |
| TRUST CO OF OKLAHOMA | 16.00K | Mar 31, 26 | -32 | 0.06% |
| MML INVESTORS SERVICES, LLC | 15.04K | Mar 31, 26 | -243 | 0.06% |
| SMITH SHELLNUT WILSON LLC /ADV | 15.02K | Mar 31, 26 | -14 | 0.06% |
| Mutual Advisors, LLC | 14.40K | Mar 31, 26 | -2.81K | 0.06% |
| Snowden Capital Advisors LLC | 13.92K | Mar 31, 26 | -37 | 0.06% |
| Atomi Financial Group, Inc. | 12.85K | Mar 31, 26 | +12.85K | 0.05% |
| MGO ONE SEVEN LLC | 11.04K | Mar 31, 26 | +251 | 0.04% |
| Sigma Planning Corp | 10.86K | Mar 31, 26 | +7.20K | 0.04% |
| TRUIST FINANCIAL CORP | 9.84K | Mar 31, 26 | -813 | 0.04% |
| Armor Investment Advisors, LLC | 9.45K | Mar 31, 26 | -1.27K | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 9.28K | Mar 31, 26 | -402 | 0.04% |
| VCI Wealth Management LLC | 8.53K | Mar 31, 26 | -1.27K | 0.03% |
| Bayshore Capital Advisors, LLC | 8.47K | Mar 31, 26 | -376 | 0.03% |
| Private Advisor Group, LLC | 8.36K | Mar 31, 26 | -32 | 0.03% |
| HighTower Advisors, LLC | 8.32K | Mar 31, 26 | -431 | 0.03% |
| SCS Capital Management LLC | 7.96K | Mar 31, 26 | -- | 0.03% |
| Robertson Stephens Wealth Management, LLC | 7.88K | Mar 31, 26 | +234 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 6.55K | Mar 31, 26 | +1.54K | 0.03% |
| Creative Planning | 6.43K | Mar 31, 26 | +1.75K | 0.03% |
| Continuum Advisory, LLC | 6.42K | Mar 31, 26 | +107 | 0.03% |
| Ironwood Financial, llc | 6.13K | Mar 31, 26 | +6.13K | 0.02% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 5.81K | Mar 31, 26 | -128 | 0.02% |
| Ameritas Advisory Services, LLC | 5.65K | Mar 31, 26 | -35 | 0.02% |
| Centennial Wealth Advisory LLC | 5.55K | Mar 31, 26 | -183 | 0.02% |
| Gateway Wealth Partners, LLC | 5.04K | Mar 31, 26 | +2.53K | 0.02% |
| One Wealth Management Investment & Advisory Services, LLC | 4.79K | Mar 31, 26 | -137 | 0.02% |
| PKS Advisory Services, LLC | 4.68K | Mar 31, 26 | -300 | 0.02% |
| Janney Montgomery Scott LLC | 4.54K | Mar 31, 26 | -593 | 0.02% |
| Quantinno Capital Management LP | 4.41K | Mar 31, 26 | +36 | 0.02% |
| Pensionmark Financial Group, LLC | 4.00K | Mar 31, 26 | -100 | 0.02% |
| Diversify Advisory Services, LLC | 3.72K | Mar 31, 26 | -36 | 0.01% |
| IBEX WEALTH ADVISORS | 3.70K | Mar 31, 26 | +3.70K | 0.01% |
| BIP Wealth, LLC | 3.25K | Mar 31, 26 | +10 | 0.01% |
| CWM, LLC | 3.17K | Mar 31, 26 | +2.59K | 0.01% |
| EVOKE WEALTH, LLC | 3.16K | Mar 31, 26 | -- | 0.01% |
| Kovack Advisors, Inc. | 2.97K | Mar 31, 26 | +81 | 0.01% |
| Financial Partners Group, Inc | 2.97K | Mar 31, 26 | +2.97K | 0.01% |
| HBW Advisory Services LLC | 2.95K | Mar 31, 26 | +2.95K | 0.01% |
| PRINCIPAL SECURITIES, INC. | 2.95K | Mar 31, 26 | +2.95K | 0.01% |
| Rosenberg Matthew Hamilton | 2.89K | Mar 31, 26 | -- | 0.01% |
| Signal Advisors Wealth, LLC | 2.66K | Mar 31, 26 | +83 | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.65K | Mar 31, 26 | -668 | 0.01% |
| Canton Hathaway, LLC | 2.30K | Mar 31, 26 | -- | 0.01% |
| Bogart Wealth, LLC | 2.29K | Mar 31, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 2.03K | Mar 31, 26 | +7 | 0.01% |
| Hurley Capital, LLC | 1.92K | Mar 31, 26 | +3 | 0.01% |
| Atlantic Union Bankshares Corp | 1.63K | Mar 31, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.55K | Mar 31, 26 | +1.30K | 0.01% |
| CX Institutional | 1.46K | Mar 31, 26 | +210 | 0.01% |
| Sage Mountain Advisors LLC | 1.10K | Mar 31, 26 | -- | 0.00% |
| US BANCORP \DE\ | 980 | Mar 31, 26 | -198 | 0.00% |
| JPMORGAN CHASE & CO | 846 | Mar 31, 26 | +94 | 0.00% |
| GODSEY & GIBB, INC | 761 | Mar 31, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 731 | Mar 31, 26 | +516 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 633 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 586 | Mar 31, 26 | -842 | 0.00% |
| Signature Resources Capital Management, LLC | 554 | Mar 31, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 518 | Mar 31, 26 | -- | 0.00% |
| BlackRock, Inc. | 500 | Mar 31, 26 | -- | 0.00% |
| Decker Retirement Planning Inc. | 434 | Mar 31, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 262 | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 190 | Mar 31, 26 | +11 | 0.00% |
| Allworth Financial LP | 117 | Mar 31, 26 | +25 | 0.00% |
| Federation des caisses Desjardins du Quebec | 90 | Mar 31, 26 | -5.05K | 0.00% |
| Truvestments Capital LLC | 79 | Mar 31, 26 | +79 | 0.00% |
| Minot DeBlois Advisors LLC | 65 | Mar 31, 26 | -- | 0.00% |
| Evergreen Advisors, LLC | 63 | Mar 31, 26 | +63 | 0.00% |
| Physician Wealth Advisors, Inc. | 50 | Mar 31, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 45 | Mar 31, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 27 | Mar 31, 26 | -17 | 0.00% |
| ASSETMARK, INC | 26 | Mar 31, 26 | +26 | 0.00% |
| Sound Income Strategies, LLC | 23 | Mar 31, 26 | -- | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 12 | Mar 31, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 9 | Mar 31, 26 | +9 | 0.00% |
| TD Waterhouse Canada Inc. | 6 | Mar 31, 26 | +6 | 0.00% |
| Raleigh Capital Management Inc. | 1 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | -- | Mar 31, 26 | -2.72K | -- |
| Bank of New Hampshire | -- | Mar 31, 26 | -108 | -- |
| Mach-1 Financial Group, LLC | -- | Mar 31, 26 | -26.96K | -- |
| Q3 Asset Management | -- | Mar 31, 26 | -9.13K | -- |
| DEUTSCHE BANK AG\ | -- | Mar 31, 26 | -995 | -- |
| SIMPLEX TRADING, LLC | -- | Mar 31, 26 | -315 | -- |
| IMG Wealth Management, Inc. | -- | Mar 31, 26 | -29 | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -1.44K | -- |
| COMERICA BANK | 3.14K | Dec 31, 25 | +1 | 0.01% |
| Motiv8 Investments LLC | 1.00K | Dec 31, 25 | +1.00K | 0.00% |
| CIBC Private Wealth Group, LLC | 182 | Dec 31, 25 | -- | 0.00% |
| Full Sail Capital, LLC | 133.92K | Sep 30, 25 | -13.03K | 0.54% |
| Promus Capital, LLC | 99 | Sep 30, 25 | -- | 0.00% |
| Exchange Capital Management, Inc. | 30.16K | Jun 30, 25 | -769 | 0.12% |
| Atria Wealth Solutions, Inc. | 17.47K | Jun 30, 25 | -2.28K | 0.07% |
| Congress Wealth Management LLC / DE / | 10.13K | Jun 30, 25 | -86 | 0.04% |
| Capital A Wealth Management, LLC | 257 | Jun 30, 25 | +174 | 0.00% |
| Orion Portfolio Solutions, LLC | 6.13K | Mar 31, 25 | +1.14K | 0.02% |
| Grant/GrossMendelsohn, LLC | -- | Mar 31, 25 | -46.31K | -- |
| Bray Capital Advisors | 13.00K | Dec 31, 24 | -- | 0.05% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -145 | -- |
| Raymond James Financial Services Advisors, Inc. | 7.05K | Sep 30, 24 | +225 | 0.03% |
| Syntrinsic LLC | 33 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 50 | Jun 30, 24 | -- | 0.00% |
| Connectus Wealth, LLC | 71.65K | Mar 31, 24 | +31.16K | 0.29% |
| Cetera Advisor Networks LLC | 4.58K | Mar 31, 24 | +83 | 0.02% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 8.70K | Sep 30, 23 | +18 | 0.04% |
| Kistler-Tiffany Companies, LLC | 120 | Jun 30, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 2 | Mar 31, 23 | +2 | 0.00% |
| Align Wealth Management, LLC | 940 | Dec 31, 22 | +940 | 0.00% |
| 55I, LLC | 63.69K | Sep 30, 22 | -5.54K | 0.26% |
| AGF INVESTMENTS INC. | 10.85K | Sep 30, 22 | +10.85K | 0.04% |
| American Portfolios Advisors | 8.28K | Sep 30, 22 | -49 | 0.03% |
| Spearhead Capital Advisors, LLC | 6.18K | Sep 30, 22 | -- | 0.02% |
| FourThought Financial, LLC | 100 | Sep 30, 22 | +100 | 0.00% |
| AGF Investments LLC | -- | Sep 30, 22 | -20 | -- |
| ACG Wealth | -- | Sep 30, 22 | -2.88K | -- |
| Pinnacle Private Wealth, LLC | 41.26K | Jun 30, 22 | -486 | 0.17% |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -23 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13.23K | Mar 31, 22 | +9.39K | 0.05% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 91.08K | Dec 31, 21 | +3.21K | 0.37% |
| NEXT Financial Group, Inc | 109 | Dec 31, 21 | +109 | 0.00% |
| Carroll Financial Associates, Inc. | 50 | Dec 31, 21 | -- | 0.00% |
| NorthCoast Asset Management LLC | 243.72K | Sep 30, 21 | +32.04K | 0.98% |
| PROFESSIONAL PLANNING | 25.15K | Sep 30, 21 | +579 | 0.10% |
| FMA ADVISORY INC | 17.07K | Sep 30, 21 | -1.38K | 0.07% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8.55K | Sep 30, 21 | -79 | 0.03% |
| LEVEL FOUR FINANCIAL, LLC | 7.94K | Sep 30, 21 | +75 | 0.03% |
| Psagot Value Holdings Ltd. | 6.75K | Sep 30, 21 | -- | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 114.60K | Dec 31, 19 | +15.28K | 0.46% |
| Advisor Group, Inc. | 63.15K | Dec 31, 19 | -7.91K | 0.25% |
| SUNTRUST BANKS INC | 65.39K | Sep 30, 19 | -1.26K | 0.26% |
| HL FINANCIAL SERVICES LLC | 5.72K | Mar 31, 19 | -964 | 0.02% |
| RAND WEALTH, LLC | 90.70K | Sep 30, 18 | +1.02K | 0.37% |
| Ken Stern & Associates, Inc. | 6.17K | Sep 30, 18 | +6.17K | 0.02% |
| Commonwealth Equity Services, Inc | 135.05K | Jun 30, 17 | -27.83K | 0.54% |
| WFG Advisors, LP | 940 | Jun 30, 17 | +265 | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -10.32K | -- |
| Giralda Advisors, LLC | -- | Sep 30, 16 | -54.70K | -- |
| SOCIETE GENERALE | 88.04K | Jun 30, 16 | +88.04K | 0.35% |
| UBS AG | 19.48K | Sep 30, 14 | -849 | 0.08% |
| KMS FINANCIAL SERVICES, INC | 13.51K | Jun 30, 14 | -5.63K | 0.05% |