Franklin Senior Loan ETF(FLBL)

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Franklin Senior Loan ETF(FLBL)

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$23.14—

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Institutional Ownership

Top 147 Institutional Holders

Holder	Shares	Date	Change	% Held
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	4.27M	Jun 30, 26	+1.57M	11.54%
HANTZ FINANCIAL SERVICES, INC.	3.73M	Jun 30, 26	-91.14K	10.09%
Bank of New York Mellon Corp	1.74M	Jun 30, 26	-188.09K	4.72%
LPL Financial LLC	1.23M	Jun 30, 26	-43.75K	3.34%
SHP Wealth Management	1.13M	Jun 30, 26	+91.76K	3.05%
ENVESTNET ASSET MANAGEMENT INC	1.06M	Jun 30, 26	-80.40K	2.88%
FRANKLIN RESOURCES INC	906.21K	Jun 30, 26	+10.89K	2.45%
RAYMOND JAMES FINANCIAL INC	876.49K	Jun 30, 26	+18.05K	2.37%
Curran Financial Partners, LLC	831.24K	Jun 30, 26	+97.69K	2.25%
Sage Advisory Services, Ltd.Co.	694.13K	Jun 30, 26	-22.08K	1.88%
Prentice Wealth Management LLC	646.86K	Jun 30, 26	+62.88K	1.75%
AMERIPRISE FINANCIAL INC	638.92K	Jun 30, 26	-69.80K	1.73%
Cetera Investment Advisers	548.79K	Jun 30, 26	+64.17K	1.48%
ASSETMARK, INC	509.69K	Jun 30, 26	+74.33K	1.38%
DORVAL Corp	346.06K	Jun 30, 26	+7.83K	0.94%
ROYAL BANK OF CANADA	345.50K	Jun 30, 26	+10.67K	0.93%
Independence Financial Advisors, LLC	298.88K	Jun 30, 26	+24.21K	0.81%
FIFTH THIRD SECURITIES, INC.	289.21K	Jun 30, 26	+59.61K	0.78%
AIRE ADVISORS, LLC	272.53K	Jun 30, 26	+6.63K	0.74%
ADVISOR GROUP HOLDINGS, INC.	265.74K	Jun 30, 26	+28.33K	0.72%
Steward Partners Investment Advisory, LLC	237.07K	Jun 30, 26	+20.91K	0.64%
TRUIST FINANCIAL CORP	211.97K	Jun 30, 26	+12.14K	0.57%
Advisory Services Network, LLC	203.67K	Jun 30, 26	+203.67K	0.55%
MML INVESTORS SERVICES, LLC	191.16K	Jun 30, 26	+31.22K	0.52%
Mission Hills Financial Advisory, LLC	190.16K	Jun 30, 26	-12.90K	0.51%
Integrated Wealth Concepts LLC	188.97K	Jun 30, 26	+188.97K	0.51%
MORGAN STANLEY	175.65K	Jun 30, 26	-48.40K	0.47%
BANK OF AMERICA CORP /DE/	171.37K	Jun 30, 26	-49.51K	0.46%
Cambridge Investment Research Advisors, Inc.	159.57K	Jun 30, 26	+262	0.43%
WealthPlan Investment Management, LLC	148.76K	Jun 30, 26	-32.83K	0.40%
Calamos Advisors LLC	146.34K	Jun 30, 26	-3.20K	0.40%
Foguth Wealth Management, LLC.	130.08K	Jun 30, 26	+6.98K	0.35%
Clark Capital Management Group, Inc.	121.69K	Jun 30, 26	+5.35K	0.33%
AMERICAN FINANCIAL & TAX STRATEGIES INC	119.78K	Jun 30, 26	-734	0.32%
Kathmere Capital Management, LLC	101.41K	Jun 30, 26	+11.58K	0.27%
PNC FINANCIAL SERVICES GROUP, INC.	98.97K	Jun 30, 26	+420	0.27%
Farther Finance Advisors, LLC	87.95K	Jun 30, 26	-13.76K	0.24%
WELLS FARGO & COMPANY/MN	84.00K	Jun 30, 26	-5.41K	0.23%
Fortitude Family Office, LLC	73.56K	Jun 30, 26	-47.06K	0.20%
Rooted Wealth Advisors, Inc.	73.11K	Jun 30, 26	-585	0.20%
SEI INVESTMENTS CO	69.67K	Jun 30, 26	+36.90K	0.19%
BLUE JEAN FINANCIAL LLC	68.82K	Jun 30, 26	+8.19K	0.19%
Sovran Advisors, LLC	67.91K	Jun 30, 26	+3.20K	0.18%
WealthPLAN Partners, LLC	65.69K	Jun 30, 26	-38.23K	0.18%
Equitable Holdings, Inc.	64.87K	Jun 30, 26	+6.27K	0.18%
Sanctuary Advisors, LLC	58.95K	Jun 30, 26	+1.80K	0.16%
Fiduciary Alliance LLC	57.80K	Jun 30, 26	-2.72K	0.16%
JPMORGAN CHASE & CO	51.62K	Jun 30, 26	+51.61K	0.14%
EAGLE GLOBAL ADVISORS LLC	50.04K	Jun 30, 26	-3.60K	0.14%
Comprehensive Wealth Management, LLC	48.92K	Jun 30, 26	-14.51K	0.13%
Insight Wealth Strategies, LLC	48.68K	Jun 30, 26	-7.14K	0.13%
Cerity Partners LLC	44.84K	Jun 30, 26	-3.98K	0.12%
Cordoba Advisory Partners LLC	43.38K	Jun 30, 26	+13.92K	0.12%
STIFEL FINANCIAL CORP	42.87K	Jun 30, 26	+802	0.12%
FDx Advisors, Inc.	42.27K	Jun 30, 26	-8.34K	0.11%
Focus Financial Network, Inc.	42.22K	Jun 30, 26	+1.68K	0.11%
Key Client Fiduciary Advisors, LLC	40.74K	Jun 30, 26	+88	0.11%
Pensionmark Financial Group, LLC	39.81K	Jun 30, 26	-16	0.11%
Acorn Wealth Advisors, LLC	36.19K	Jun 30, 26	-473	0.10%
MERCER GLOBAL ADVISORS INC /ADV	35.71K	Jun 30, 26	--	0.10%
Waterfront Wealth Inc.	31.40K	Jun 30, 26	+2.34K	0.08%
Atria Investments, Inc	31.34K	Jun 30, 26	+253	0.08%
Simplicity Wealth,LLC	30.62K	Jun 30, 26	+30.62K	0.08%
Clear Creek Financial Management, LLC	30.26K	Jun 30, 26	-2.25K	0.08%
Evolution Wealth Advisors, LLC	28.31K	Jun 30, 26	-2.14K	0.08%
IFP Advisors, Inc	27.58K	Jun 30, 26	-6.86K	0.07%
Dakota Wealth Management	26.72K	Jun 30, 26	+26.72K	0.07%
Tenzing Financial LLC	25.78K	Jun 30, 26	+110	0.07%
SEEDS INVESTOR LLC	24.13K	Jun 30, 26	+24.13K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.44K	Jun 30, 26	+18	0.06%
Perigon Wealth Management, LLC	23.26K	Jun 30, 26	-7.80K	0.06%
Kovack Advisors, Inc.	20.25K	Jun 30, 26	-14.43K	0.05%
Janney Montgomery Scott LLC	19.59K	Jun 30, 26	-1.06K	0.05%
Wealthcare Advisory Partners LLC	19.03K	Jun 30, 26	+1.73K	0.05%
Andina Capital Management, LLC	19.02K	Jun 30, 26	-56.70K	0.05%
PRINCIPAL SECURITIES, INC.	18.74K	Jun 30, 26	+1.43K	0.05%
Keudell/Morrison Wealth Management	18.68K	Jun 30, 26	-531	0.05%
Arkadios Wealth Advisors	18.52K	Jun 30, 26	-24.52K	0.05%
Zurcher Kantonalbank (Zurich Cantonalbank)	17.25K	Jun 30, 26	+2.59K	0.05%
KWB Wealth	16.67K	Jun 30, 26	-6.44K	0.05%
Elm3 Financial Group, LLC	16.61K	Jun 30, 26	-1.23K	0.04%
McAdam, LLC	16.55K	Jun 30, 26	-79.41K	0.04%
Tactive Advisors, LLC	15.51K	Jun 30, 26	+3.04K	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	12.69K	Jun 30, 26	-9.30K	0.03%
Fermata Advisors, LLC	12.22K	Jun 30, 26	-275	0.03%
Intrua Financial, LLC	11.83K	Jun 30, 26	-2.96K	0.03%
Regal Investment Advisors LLC	11.30K	Jun 30, 26	+261	0.03%
ProCore Advisors, LLC	11.28K	Jun 30, 26	-970	0.03%
Equity Wealth Partners, LLC	10.70K	Jun 30, 26	+10.70K	0.03%
Advisory Alpha, LLC	9.95K	Jun 30, 26	-33.40K	0.03%
PARK AVENUE SECURITIES LLC	9.93K	Jun 30, 26	+9.93K	0.03%
Keeler THomas Management LLC	9.59K	Jun 30, 26	+9.59K	0.03%
Tower Research Capital LLC (TRC)	6.30K	Jun 30, 26	+6.30K	0.02%
BlackRock, Inc.	5.85K	Jun 30, 26	+1.19K	0.02%
KELLEHER FINANCIAL ADVISORS	5.06K	Jun 30, 26	+48	0.01%
AdvisorNet Financial, Inc	4.76K	Jun 30, 26	-2.75K	0.01%
TD PRIVATE CLIENT WEALTH LLC	3.38K	Jun 30, 26	--	0.01%
Cape Investment Advisory, Inc.	2.24K	Jun 30, 26	+2.24K	0.01%
Rockefeller Capital Management L.P.	2.19K	Jun 30, 26	-8.46K	0.01%
PRIVATE TRUST CO NA	2.11K	Jun 30, 26	+13	0.01%
Geneos Wealth Management Inc.	2.05K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	1.91K	Jun 30, 26	+1.91K	0.01%
PlanVest Financial, Inc	1.86K	Jun 30, 26	+50	0.01%
FIFTH THIRD BANCORP	1.19K	Jun 30, 26	-205	0.00%
Signature Equity Partners, LLC	1.11K	Jun 30, 26	+1	0.00%
NBC SECURITIES, INC.	1.10K	Jun 30, 26	-1.81K	0.00%
Ashton Thomas Private Wealth, LLC	714	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	696	Jun 30, 26	+1	0.00%
AE Wealth Management LLC	445	Jun 30, 26	-197	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	346	Jun 30, 26	--	0.00%
US BANCORP \DE\	338	Jun 30, 26	-117	0.00%
Smartleaf Asset Management LLC	281	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	255	Jun 30, 26	-1.04M	0.00%
Ronald Blue Trust, Inc.	175	Jun 30, 26	+175	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	134	Jun 30, 26	-2.84K	0.00%
Security National Bank	66	Jun 30, 26	--	0.00%
Crews Bank & Trust	65	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	55	Jun 30, 26	-4.60K	0.00%
Park Square Financial Group, LLC	42	Jun 30, 26	-116	0.00%
Cornerstone Planning Group LLC	20	Jun 30, 26	-11	0.00%
Financial Gravity Companies, Inc.	4	Jun 30, 26	+4	0.00%
HARBOUR INVESTMENTS, INC.	3	Jun 30, 26	-28	0.00%
CLEAR INVESTMENT RESEARCH, LLC	--	Jun 30, 26	-186	--
Medallion Wealth Advisors, LLC	--	Jun 30, 26	-620	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-219	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-219	--
Maia Wealth LLC	--	Jun 30, 26	-84.43K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-74	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-67.32K	--
CWM, LLC	65.19K	Mar 31, 26	+10.60K	0.18%
BROWN, LISLE/CUMMINGS, INC.	24	Mar 31, 26	+24	0.00%
Financial Gravity Asset Management, Inc.	4	Mar 31, 26	+1	0.00%
CIBC Private Wealth Group, LLC	742	Dec 31, 25	+35	0.00%
COMERICA BANK	272	Dec 31, 25	-783	0.00%
OAK HILL WEALTH ADVISORS, LLC	45.46K	Sep 30, 25	+17.88K	0.12%
SUMMIT INVESTMENT ADVISORS, INC.	178.00K	Jun 30, 25	+4.70K	0.48%
IronOak Wealth LLC.	72.01K	Jun 30, 25	+72.01K	0.19%
Atria Wealth Solutions, Inc.	46.23K	Jun 30, 25	-36.77K	0.12%
First Horizon Advisors, Inc.	102	Jun 30, 25	+102	0.00%
Anchor Pointe Wealth Management, LLC	11.42K	Dec 31, 24	+11.42K	0.03%
Raymond James Financial Services Advisors, Inc.	68.33K	Sep 30, 24	+16.92K	0.18%
RAYMOND JAMES & ASSOCIATES	61.34K	Sep 30, 24	+8.90K	0.17%
RAYMOND JAMES TRUST N.A.	10.00K	Sep 30, 24	+10.00K	0.03%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-25	--
Cetera Advisors LLC	26.80K	Mar 31, 24	+10.43K	0.07%
Cetera Advisor Networks LLC	18.30K	Mar 31, 24	-1.12K	0.05%
DB Wealth Management Group, LLC	170	Dec 31, 23	+170	0.00%

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Holder

Date

Change

% Held

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

4.27M

Jun 30, 26

+1.57M

11.54%

HANTZ FINANCIAL SERVICES, INC.

3.73M

Jun 30, 26

-91.14K

10.09%

Bank of New York Mellon Corp

1.74M

Jun 30, 26

-188.09K

4.72%

LPL Financial LLC

1.23M

Jun 30, 26

-43.75K

3.34%

SHP Wealth Management

1.13M

Jun 30, 26

+91.76K

3.05%

ENVESTNET ASSET MANAGEMENT INC

1.06M

Jun 30, 26

-80.40K

2.88%

FRANKLIN RESOURCES INC

906.21K

Jun 30, 26

+10.89K

2.45%

RAYMOND JAMES FINANCIAL INC

876.49K

Jun 30, 26

+18.05K

2.37%

Curran Financial Partners, LLC

831.24K

Jun 30, 26

+97.69K

2.25%

Sage Advisory Services, Ltd.Co.

694.13K

Jun 30, 26

-22.08K

1.88%

Prentice Wealth Management LLC

646.86K

Jun 30, 26

+62.88K

1.75%

AMERIPRISE FINANCIAL INC

638.92K

Jun 30, 26

-69.80K

1.73%

Cetera Investment Advisers

548.79K

Jun 30, 26

+64.17K

1.48%

ASSETMARK, INC

509.69K

Jun 30, 26

+74.33K

1.38%

DORVAL Corp

346.06K

Jun 30, 26

+7.83K

0.94%

ROYAL BANK OF CANADA

345.50K

Jun 30, 26

+10.67K

0.93%

Independence Financial Advisors, LLC

298.88K

Jun 30, 26

+24.21K

0.81%

FIFTH THIRD SECURITIES, INC.

289.21K

Jun 30, 26

+59.61K

0.78%

AIRE ADVISORS, LLC

272.53K

Jun 30, 26

+6.63K

0.74%

ADVISOR GROUP HOLDINGS, INC.

265.74K

Jun 30, 26

+28.33K

0.72%

Steward Partners Investment Advisory, LLC

237.07K

Jun 30, 26

+20.91K

0.64%

TRUIST FINANCIAL CORP

211.97K

Jun 30, 26

+12.14K

0.57%

Advisory Services Network, LLC

203.67K

Jun 30, 26

+203.67K

0.55%

MML INVESTORS SERVICES, LLC

191.16K

Jun 30, 26

+31.22K

0.52%

Mission Hills Financial Advisory, LLC

190.16K

Jun 30, 26

-12.90K

0.51%

Integrated Wealth Concepts LLC

188.97K

Jun 30, 26

+188.97K

0.51%

MORGAN STANLEY

175.65K

Jun 30, 26

-48.40K

0.47%

BANK OF AMERICA CORP /DE/

171.37K

Jun 30, 26

-49.51K

0.46%

Cambridge Investment Research Advisors, Inc.

159.57K

Jun 30, 26

+262

0.43%

WealthPlan Investment Management, LLC

148.76K

Jun 30, 26

-32.83K

0.40%

Calamos Advisors LLC

146.34K

Jun 30, 26

-3.20K

0.40%

Foguth Wealth Management, LLC.

130.08K

Jun 30, 26

+6.98K

0.35%

Clark Capital Management Group, Inc.

121.69K

Jun 30, 26

+5.35K

0.33%

AMERICAN FINANCIAL & TAX STRATEGIES INC

119.78K

Jun 30, 26

-734

0.32%

Kathmere Capital Management, LLC

101.41K

Jun 30, 26

+11.58K

0.27%

PNC FINANCIAL SERVICES GROUP, INC.

98.97K

Jun 30, 26

+420

0.27%

Farther Finance Advisors, LLC

87.95K

Jun 30, 26

-13.76K

0.24%

WELLS FARGO & COMPANY/MN

84.00K

Jun 30, 26

-5.41K

0.23%

Fortitude Family Office, LLC

73.56K

Jun 30, 26

-47.06K

0.20%

Rooted Wealth Advisors, Inc.

73.11K

Jun 30, 26

-585

0.20%

SEI INVESTMENTS CO

69.67K

Jun 30, 26

+36.90K

0.19%

BLUE JEAN FINANCIAL LLC

68.82K

Jun 30, 26

+8.19K

0.19%

Sovran Advisors, LLC

67.91K

Jun 30, 26

+3.20K

0.18%

WealthPLAN Partners, LLC

65.69K

Jun 30, 26

-38.23K

0.18%

Equitable Holdings, Inc.

64.87K

Jun 30, 26

+6.27K

0.18%

Sanctuary Advisors, LLC

58.95K

Jun 30, 26

+1.80K

0.16%

Fiduciary Alliance LLC

57.80K

Jun 30, 26

-2.72K

0.16%

JPMORGAN CHASE & CO

51.62K

Jun 30, 26

+51.61K

0.14%

EAGLE GLOBAL ADVISORS LLC

50.04K

Jun 30, 26

-3.60K

0.14%

Comprehensive Wealth Management, LLC

48.92K

Jun 30, 26

-14.51K

0.13%

Insight Wealth Strategies, LLC

48.68K

Jun 30, 26

-7.14K

0.13%

Cerity Partners LLC

44.84K

Jun 30, 26

-3.98K

0.12%

Cordoba Advisory Partners LLC

43.38K

Jun 30, 26

+13.92K

0.12%

STIFEL FINANCIAL CORP

42.87K

Jun 30, 26

+802

0.12%

FDx Advisors, Inc.

42.27K

Jun 30, 26

-8.34K

0.11%

Focus Financial Network, Inc.

42.22K

Jun 30, 26

+1.68K

0.11%

Key Client Fiduciary Advisors, LLC

40.74K

Jun 30, 26

+88

0.11%

Pensionmark Financial Group, LLC

39.81K

Jun 30, 26

-16

0.11%

Acorn Wealth Advisors, LLC

36.19K

Jun 30, 26

-473

0.10%

MERCER GLOBAL ADVISORS INC /ADV

35.71K

Jun 30, 26

0.10%

Waterfront Wealth Inc.

31.40K

Jun 30, 26

+2.34K

0.08%

Atria Investments, Inc

31.34K

Jun 30, 26

+253

0.08%

Simplicity Wealth,LLC

30.62K

Jun 30, 26

+30.62K

0.08%

Clear Creek Financial Management, LLC

30.26K

Jun 30, 26

-2.25K

0.08%

Evolution Wealth Advisors, LLC

28.31K

Jun 30, 26

-2.14K

0.08%

IFP Advisors, Inc

27.58K

Jun 30, 26

-6.86K

0.07%

Dakota Wealth Management

26.72K

Jun 30, 26

+26.72K

0.07%

Tenzing Financial LLC

25.78K

Jun 30, 26

+110

0.07%

SEEDS INVESTOR LLC

24.13K

Jun 30, 26

+24.13K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.44K

Jun 30, 26

+18

0.06%

Perigon Wealth Management, LLC

23.26K

Jun 30, 26

-7.80K

0.06%

Kovack Advisors, Inc.

20.25K

Jun 30, 26

-14.43K

0.05%

Janney Montgomery Scott LLC

19.59K

Jun 30, 26

-1.06K

0.05%

Wealthcare Advisory Partners LLC

19.03K

Jun 30, 26

+1.73K

0.05%

Andina Capital Management, LLC

19.02K

Jun 30, 26

-56.70K

0.05%

PRINCIPAL SECURITIES, INC.

18.74K

Jun 30, 26

+1.43K

0.05%

Keudell/Morrison Wealth Management

18.68K

Jun 30, 26

-531

0.05%

Arkadios Wealth Advisors

18.52K

Jun 30, 26

-24.52K

0.05%

Zurcher Kantonalbank (Zurich Cantonalbank)

17.25K

Jun 30, 26

+2.59K

0.05%

KWB Wealth

16.67K

Jun 30, 26

-6.44K

0.05%

Elm3 Financial Group, LLC

16.61K

Jun 30, 26

-1.23K

0.04%

McAdam, LLC

16.55K

Jun 30, 26

-79.41K

0.04%

Tactive Advisors, LLC

15.51K

Jun 30, 26

+3.04K

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

12.69K

Jun 30, 26

-9.30K

0.03%

Fermata Advisors, LLC

12.22K

Jun 30, 26

-275

0.03%

Intrua Financial, LLC

11.83K

Jun 30, 26

-2.96K

0.03%

Regal Investment Advisors LLC

11.30K

Jun 30, 26

+261

0.03%

ProCore Advisors, LLC

11.28K

Jun 30, 26

-970

0.03%

Equity Wealth Partners, LLC

10.70K

Jun 30, 26

+10.70K

0.03%

Advisory Alpha, LLC

9.95K

Jun 30, 26

-33.40K

0.03%

PARK AVENUE SECURITIES LLC

9.93K

Jun 30, 26

+9.93K

0.03%

Keeler THomas Management LLC

9.59K

Jun 30, 26

+9.59K

0.03%

Tower Research Capital LLC (TRC)

6.30K

Jun 30, 26

+6.30K

0.02%

BlackRock, Inc.

5.85K

Jun 30, 26

+1.19K

0.02%

KELLEHER FINANCIAL ADVISORS

5.06K

Jun 30, 26

+48

0.01%

AdvisorNet Financial, Inc

4.76K

Jun 30, 26

-2.75K

0.01%

TD PRIVATE CLIENT WEALTH LLC

3.38K

Jun 30, 26

0.01%

Cape Investment Advisory, Inc.

2.24K

Jun 30, 26

+2.24K

0.01%

Rockefeller Capital Management L.P.

2.19K

Jun 30, 26

-8.46K

0.01%

PRIVATE TRUST CO NA

2.11K

Jun 30, 26

+13

0.01%

Geneos Wealth Management Inc.

2.05K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

1.91K

Jun 30, 26

+1.91K

0.01%

PlanVest Financial, Inc

1.86K

Jun 30, 26

+50

0.01%

FIFTH THIRD BANCORP

1.19K

Jun 30, 26

-205

0.00%

Signature Equity Partners, LLC

1.11K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

1.10K

Jun 30, 26

-1.81K

0.00%

Ashton Thomas Private Wealth, LLC

714

Jun 30, 26

0.00%

CoreCap Advisors, LLC

696

Jun 30, 26

0.00%

AE Wealth Management LLC

445

Jun 30, 26

-197

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

346

Jun 30, 26

0.00%

US BANCORP \DE\

338

Jun 30, 26

-117

0.00%

Smartleaf Asset Management LLC

281

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

255

Jun 30, 26

-1.04M

0.00%

Ronald Blue Trust, Inc.

175

Jun 30, 26

+175

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

134

Jun 30, 26

-2.84K

0.00%

Security National Bank

Jun 30, 26

0.00%

Crews Bank & Trust

Jun 30, 26

0.00%

WealthShield Partners, LLC

Jun 30, 26

-4.60K

0.00%

Park Square Financial Group, LLC

Jun 30, 26

-116

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-11

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

-28

0.00%

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-186

Medallion Wealth Advisors, LLC

Jun 30, 26

-620

Lloyd Advisory Services, LLC.

Jun 30, 26

-219

Kingdom Financial Group LLC.

Jun 30, 26

-219

Maia Wealth LLC

Jun 30, 26

-84.43K

Sound Income Strategies, LLC

Jun 30, 26

-74

CITADEL ADVISORS LLC

Jun 30, 26

-67.32K

CWM, LLC

65.19K

Mar 31, 26

+10.60K

0.18%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

+24

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

CIBC Private Wealth Group, LLC

742

Dec 31, 25

+35

0.00%

COMERICA BANK

272

Dec 31, 25

-783

0.00%

OAK HILL WEALTH ADVISORS, LLC

45.46K

Sep 30, 25

+17.88K

0.12%

SUMMIT INVESTMENT ADVISORS, INC.

178.00K

Jun 30, 25

+4.70K

0.48%

IronOak Wealth LLC.

72.01K

Jun 30, 25

+72.01K

0.19%

Atria Wealth Solutions, Inc.

46.23K

Jun 30, 25

-36.77K

0.12%

First Horizon Advisors, Inc.

102

Jun 30, 25

+102

0.00%

Anchor Pointe Wealth Management, LLC

11.42K

Dec 31, 24

+11.42K

0.03%

Raymond James Financial Services Advisors, Inc.

68.33K

Sep 30, 24

+16.92K

0.18%

RAYMOND JAMES & ASSOCIATES

61.34K

Sep 30, 24

+8.90K

0.17%

RAYMOND JAMES TRUST N.A.

10.00K

Sep 30, 24

+10.00K

0.03%

ICA Group Wealth Management, LLC

Jun 30, 24

-25

Cetera Advisors LLC

26.80K

Mar 31, 24

+10.43K

0.07%

Cetera Advisor Networks LLC

18.30K

Mar 31, 24

-1.12K

0.05%

DB Wealth Management Group, LLC

170

Dec 31, 23

+170

0.00%