FINX(FINX)
FINX
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 285.51K | Jun 30, 26 | -116.81K | 4.28% |
| BANK OF AMERICA CORP /DE/ | 212.62K | Jun 30, 26 | -196.41K | 3.19% |
| Blue Sky Capital Consultants Group, Inc. | 151.52K | Jun 30, 26 | +20.87K | 2.27% |
| RAYMOND JAMES FINANCIAL INC | 143.40K | Jun 30, 26 | -186.78K | 2.15% |
| UBS Group AG | 136.51K | Jun 30, 26 | +2.02K | 2.05% |
| WELLS FARGO & COMPANY/MN | 127.47K | Jun 30, 26 | +28.74K | 1.91% |
| LPL Financial LLC | 118.28K | Jun 30, 26 | -46.89K | 1.77% |
| Stamos Capital Partners, L.P. | 93.22K | Jun 30, 26 | +4.48K | 1.40% |
| CITADEL ADVISORS LLC | 79.34K | Jun 30, 26 | +79.34K | 1.19% |
| Moran Wealth Management, LLC | 77.51K | Jun 30, 26 | -12.24K | 1.16% |
| AMERIPRISE FINANCIAL INC | 66.23K | Jun 30, 26 | +6.55K | 0.99% |
| Farther Finance Advisors, LLC | 64.19K | Jun 30, 26 | +5.99K | 0.96% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 64.16K | Jun 30, 26 | -10.17K | 0.96% |
| PNC FINANCIAL SERVICES GROUP, INC. | 60.10K | Jun 30, 26 | +41.83K | 0.90% |
| Lane Generational LLC | 55.70K | Jun 30, 26 | +55.70K | 0.84% |
| FLOW TRADERS U.S. LLC | 55.31K | Jun 30, 26 | +32.00K | 0.83% |
| CITIGROUP INC | 38.02K | Jun 30, 26 | +5.38K | 0.57% |
| JANE STREET GROUP, LLC | 36.78K | Jun 30, 26 | +13.99K | 0.55% |
| Phoenix Wealth Advisors | 34.22K | Jun 30, 26 | +50 | 0.51% |
| JONES FINANCIAL COMPANIES LLLP | 34.03K | Jun 30, 26 | +5.58K | 0.51% |
| Archford Capital Strategies, LLC | 23.94K | Jun 30, 26 | +1.46K | 0.36% |
| Cox Capital Mgt LLC | 23.48K | Jun 30, 26 | +23.48K | 0.35% |
| ROYAL BANK OF CANADA | 21.16K | Jun 30, 26 | -6.07K | 0.32% |
| HRT FINANCIAL LP | 20.98K | Jun 30, 26 | +5.29K | 0.31% |
| Wealthfront Advisers LLC | 19.83K | Jun 30, 26 | +2.11K | 0.30% |
| IHT Wealth Management, LLC | 17.19K | Jun 30, 26 | -6.12K | 0.26% |
| MERCER GLOBAL ADVISORS INC /ADV | 13.64K | Jun 30, 26 | -12.37K | 0.20% |
| Sanctuary Advisors, LLC | 13.56K | Jun 30, 26 | -13.49K | 0.20% |
| Creative Planning | 13.52K | Jun 30, 26 | +13.52K | 0.20% |
| Stelac Advisory Services LLC | 13.48K | Jun 30, 26 | -- | 0.20% |
| STIFEL FINANCIAL CORP | 13.11K | Jun 30, 26 | +325 | 0.20% |
| Cetera Investment Advisers | 12.95K | Jun 30, 26 | -1.06K | 0.19% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 12.34K | Jun 30, 26 | -87 | 0.19% |
| Stratos Wealth Partners, LTD. | 12.24K | Jun 30, 26 | -1.11K | 0.18% |
| Sherman Asset Management, Inc. | 10.64K | Jun 30, 26 | +9.48K | 0.16% |
| Mission Financial Group, LLC | 10.51K | Jun 30, 26 | +10.51K | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 9.39K | Jun 30, 26 | +3.21K | 0.14% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 9.26K | Jun 30, 26 | -431 | 0.14% |
| Clearwater Capital Advisors, LLC | 9.26K | Jun 30, 26 | +9.26K | 0.14% |
| Beacon Pointe Advisors, LLC | 8.60K | Jun 30, 26 | +8.60K | 0.13% |
| JPMORGAN CHASE & CO | 5.09K | Jun 30, 26 | +3.27K | 0.08% |
| Rockefeller Capital Management L.P. | 2.87K | Jun 30, 26 | -1.47K | 0.04% |
| VALLEY NATIONAL ADVISERS INC | 2.74K | Jun 30, 26 | -207 | 0.04% |
| Banque Cantonale Vaudoise | 1.93K | Jun 30, 26 | -252 | 0.03% |
| SBI Securities Co., Ltd. | 1.89K | Jun 30, 26 | -8 | 0.03% |
| Migdal Insurance & Financial Holdings Ltd. | 1.76K | Jun 30, 26 | -- | 0.03% |
| US BANCORP \DE\ | 1.72K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 1.52K | Jun 30, 26 | +904 | 0.02% |
| CDKV HOLDINGS LLC | 1.21K | Jun 30, 26 | -47 | 0.02% |
| CoreCap Advisors, LLC | 1.08K | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 1.04K | Jun 30, 26 | -195 | 0.02% |
| DUNCKER STREETT & CO INC | 1.02K | Jun 30, 26 | -- | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.02K | Jun 30, 26 | +62 | 0.02% |
| Integrated Wealth Concepts LLC | 826 | Jun 30, 26 | +826 | 0.01% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 750 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 718 | Jun 30, 26 | -1.76K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 625 | Jun 30, 26 | -- | 0.01% |
| Parallel Advisors, LLC | 293 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 282 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 259 | Jun 30, 26 | -200 | 0.00% |
| Global Retirement Partners, LLC | 251 | Jun 30, 26 | +251 | 0.00% |
| Qube Research & Technologies Ltd | 248 | Jun 30, 26 | -40 | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 230 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 217 | Jun 30, 26 | -336 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 198 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 192 | Jun 30, 26 | +192 | 0.00% |
| Asset Dedication, LLC | 155 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 135 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 127 | Jun 30, 26 | +127 | 0.00% |
| Cheviot Value Management, LLC | 125 | Jun 30, 26 | -200 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 95 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 81 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 61 | Jun 30, 26 | +61 | 0.00% |
| TD Waterhouse Canada Inc. | 55 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 12 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | Jun 30, 26 | -676 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -55 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -91 | -- |
| Pacific Center for Financial Services | -- | Jun 30, 26 | -30 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -13 | -- |
| Gerber Kawasaki Wealth & Investment Management | -- | Jun 30, 26 | -15.07K | -- |
| TD Capital Management LLC | -- | Jun 30, 26 | -193 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -39.41K | -- |
| ASSETMARK, INC | -- | Jun 30, 26 | -5 | -- |
| TOTH FINANCIAL ADVISORY CORP | -- | Jun 30, 26 | -2.03K | -- |
| Hilton Head Capital Partners, LLC | -- | Jun 30, 26 | -2 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -2.48K | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -289 | -- |
| Portus Wealth Advisors, LLC | -- | Jun 30, 26 | -158 | -- |
| Jaffetilchin Investment Partners, LLC | -- | Mar 31, 26 | -8.16K | -- |
| Glenmede Investment Management, LP | 980 | Sep 30, 25 | -- | 0.01% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -9.38K | -- |
| Lindbrook Capital, LLC | 221 | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | 81 | Mar 31, 25 | +1 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 39.73K | Sep 30, 24 | -15.19K | 0.60% |
| Raymond James Financial Services Advisors, Inc. | 39.12K | Sep 30, 24 | -5.97K | 0.59% |
| BBJS FINANCIAL ADVISORS, LLC | 900 | Sep 30, 24 | -2 | 0.01% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 346 | Jun 30, 24 | -- | 0.01% |
| Cetera Advisors LLC | 11.71K | Mar 31, 24 | +11.71K | 0.18% |
| Baystate Wealth Management LLC | 1.10K | Dec 31, 23 | -- | 0.02% |
| Steward Financial Group LLC | 85 | Sep 30, 23 | +85 | 0.00% |
| TPB WEALTH ADVISORS | 101.59K | Mar 31, 23 | +45.79K | 1.52% |
| American Portfolios Advisors | 1.98K | Sep 30, 22 | +1.98K | 0.03% |
| Strategic Asset Management, LLC | 765 | Sep 30, 22 | -- | 0.01% |
| Fieldpoint Private Securities, LLC | 3.16K | Jun 30, 22 | +3.16K | 0.05% |
| HC FINANCIAL ADVISORS INC | 182 | Jun 30, 22 | +182 | 0.00% |
| EXANE DERIVATIVES | 8 | Jun 30, 22 | -- | 0.00% |
| Winfield Associates, Inc. | 11.29K | Mar 31, 22 | -2.88K | 0.17% |
| STRATEGIC WEALTH MANAGEMENT INC | 41.39K | Dec 31, 21 | +4.80K | 0.62% |
| Carroll Financial Associates, Inc. | 1.00K | Dec 31, 21 | -- | 0.02% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -415 | -- |
| Cascadia Advisory Services, LLC | 4.98K | Sep 30, 21 | -81 | 0.07% |
| BBVA USA | -- | Sep 30, 21 | -630 | -- |
| Nachman Norwood & Parrott, Inc | 5.38K | Jun 30, 21 | +5.38K | 0.08% |
| Rikoon Group, LLC | 20.97K | Mar 31, 21 | +5.22K | 0.31% |
| Winslow, Evans & Crocker, Inc. | 130 | Dec 31, 20 | +50 | 0.00% |
| First Allied Advisory Services, Inc. | 10.11K | Sep 30, 20 | +2.20K | 0.15% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.55K | Dec 31, 19 | +3.50K | 0.25% |
| Advisor Group, Inc. | 3.20K | Dec 31, 19 | -3.45K | 0.05% |
| Live Your Vision, LLC | 300 | Mar 31, 19 | +300 | 0.00% |
| Opera Trading Capital | 1.78K | Dec 31, 18 | +1.78K | 0.03% |
| BREMER TRUST NATIONAL ASSOCIATION | 300 | Dec 31, 18 | +300 | 0.00% |
| SILVER CAPITAL MANAGEMENT LLC | -- | Mar 31, 18 | -17.77K | -- |