Franklin Senior Loan ETF(FLBL)

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Franklin Senior Loan ETF(FLBL)

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$22.88—

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FLBL(FLBL)

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Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 151 Institutional Holders

Holder	Shares	Date	Change	% Held
HANTZ FINANCIAL SERVICES, INC.	3.83M	Mar 31, 26	+1.39M	10.34%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	2.70M	Mar 31, 26	+32.20K	7.29%
Bank of New York Mellon Corp	1.93M	Mar 31, 26	+1.68M	5.22%
LPL Financial LLC	1.28M	Mar 31, 26	-103.10K	3.45%
ENVESTNET ASSET MANAGEMENT INC	1.14M	Mar 31, 26	+534.34K	3.09%
BANK OF MONTREAL /CAN/	1.04M	Mar 31, 26	-153.75K	2.81%
FRANKLIN RESOURCES INC	895.32K	Mar 31, 26	-4.19M	2.42%
RAYMOND JAMES FINANCIAL INC	858.44K	Mar 31, 26	+478.78K	2.32%
Curran Financial Partners, LLC	733.55K	Mar 31, 26	+74.86K	1.98%
Sage Advisory Services, Ltd.Co.	716.21K	Mar 31, 26	+326.62K	1.94%
AMERIPRISE FINANCIAL INC	708.72K	Mar 31, 26	-383.85K	1.92%
Prentice Wealth Management LLC	583.99K	Mar 31, 26	+1.27K	1.58%
Cetera Investment Advisers	484.63K	Mar 31, 26	-40.78K	1.31%
ASSETMARK, INC	435.36K	Mar 31, 26	+70.67K	1.18%
DORVAL Corp	338.23K	Mar 31, 26	+4.21K	0.91%
ROYAL BANK OF CANADA	334.83K	Mar 31, 26	+232.33K	0.90%
Independence Financial Advisors, LLC	274.67K	Mar 31, 26	+12.16K	0.74%
AIRE ADVISORS, LLC	265.90K	Mar 31, 26	+6.14K	0.72%
ADVISOR GROUP HOLDINGS, INC.	237.41K	Mar 31, 26	-92.08K	0.64%
FIFTH THIRD SECURITIES, INC.	229.60K	Mar 31, 26	+2.85K	0.62%
MORGAN STANLEY	224.05K	Mar 31, 26	+18.57K	0.61%
BANK OF AMERICA CORP /DE/	220.88K	Mar 31, 26	+18.59K	0.60%
Steward Partners Investment Advisory, LLC	216.16K	Mar 31, 26	+1.73K	0.58%
Mission Hills Financial Advisory, LLC	203.07K	Mar 31, 26	+7.67K	0.55%
TRUIST FINANCIAL CORP	199.83K	Mar 31, 26	+153.61K	0.54%
WealthPlan Investment Management, LLC	181.60K	Mar 31, 26	-294.78K	0.49%
MML INVESTORS SERVICES, LLC	159.95K	Mar 31, 26	-8.89K	0.43%
Cambridge Investment Research Advisors, Inc.	159.31K	Mar 31, 26	+4.64K	0.43%
Calamos Advisors LLC	149.53K	Mar 31, 26	-70.14K	0.40%
Foguth Wealth Management, LLC.	123.10K	Mar 31, 26	-39.55K	0.33%
Fortitude Family Office, LLC	120.62K	Mar 31, 26	-8.86K	0.33%
AMERICAN FINANCIAL & TAX STRATEGIES INC	120.52K	Mar 31, 26	-2.70K	0.33%
Clark Capital Management Group, Inc.	116.34K	Mar 31, 26	+11.60K	0.31%
WealthPLAN Partners, LLC	103.92K	Mar 31, 26	-28.21K	0.28%
Farther Finance Advisors, LLC	101.72K	Mar 31, 26	-3.81K	0.27%
PNC FINANCIAL SERVICES GROUP, INC.	98.55K	Mar 31, 26	+96.90K	0.27%
McAdam, LLC	95.96K	Mar 31, 26	+10.64K	0.26%
Kathmere Capital Management, LLC	89.84K	Mar 31, 26	-23.50K	0.24%
WELLS FARGO & COMPANY/MN	89.41K	Mar 31, 26	+86.71K	0.24%
Maia Wealth LLC	84.43K	Mar 31, 26	+21.02K	0.23%
Andina Capital Management, LLC	75.73K	Mar 31, 26	-54.72K	0.20%
Rooted Wealth Advisors, Inc.	73.69K	Mar 31, 26	-1.78K	0.20%
CITADEL ADVISORS LLC	67.32K	Mar 31, 26	-149.55K	0.18%
CWM, LLC	65.19K	Mar 31, 26	+10.60K	0.18%
Sovran Advisors, LLC	64.70K	Mar 31, 26	-1.99K	0.17%
Comprehensive Wealth Management, LLC	63.43K	Mar 31, 26	+6.70K	0.17%
Fiduciary Alliance LLC	60.52K	Mar 31, 26	+1.31K	0.16%
Equitable Holdings, Inc.	58.60K	Mar 31, 26	+7.57K	0.16%
Sanctuary Advisors, LLC	57.16K	Mar 31, 26	+5.08K	0.15%
Insight Wealth Strategies, LLC	55.82K	Mar 31, 26	-289	0.15%
EAGLE GLOBAL ADVISORS LLC	53.65K	Mar 31, 26	-680	0.14%
FDx Advisors, Inc.	50.61K	Mar 31, 26	+50.61K	0.14%
Cerity Partners LLC	48.81K	Mar 31, 26	+340	0.13%
Advisory Alpha, LLC	43.35K	Mar 31, 26	+5.13K	0.12%
Arkadios Wealth Advisors	43.04K	Mar 31, 26	+9.37K	0.12%
STIFEL FINANCIAL CORP	42.07K	Mar 31, 26	-9.69K	0.11%
Key Client Fiduciary Advisors, LLC	40.65K	Mar 31, 26	+172	0.11%
Focus Financial Network, Inc.	40.54K	Mar 31, 26	+5.37K	0.11%
Pensionmark Financial Group, LLC	39.83K	Mar 31, 26	+15.00K	0.11%
Acorn Wealth Advisors, LLC	36.66K	Mar 31, 26	-1.53K	0.10%
MERCER GLOBAL ADVISORS INC /ADV	35.71K	Mar 31, 26	-35.71K	0.10%
Kovack Advisors, Inc.	34.68K	Mar 31, 26	-45.44K	0.09%
IFP Advisors, Inc	34.43K	Mar 31, 26	+8.82K	0.09%
SEI INVESTMENTS CO	32.76K	Mar 31, 26	+5.01K	0.09%
Clear Creek Financial Management, LLC	32.51K	Mar 31, 26	+12	0.09%
Atria Investments, Inc	31.09K	Mar 31, 26	+1.50K	0.08%
Perigon Wealth Management, LLC	31.06K	Mar 31, 26	-76.91K	0.08%
Evolution Wealth Advisors, LLC	30.44K	Mar 31, 26	+16	0.08%
Waterfront Wealth Inc.	29.06K	Mar 31, 26	+4.33K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.42K	Mar 31, 26	-122.92K	0.06%
KWB Wealth	23.11K	Mar 31, 26	-312	0.06%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	21.99K	Mar 31, 26	-9.48K	0.06%
Janney Montgomery Scott LLC	20.65K	Mar 31, 26	-7.24K	0.06%
Keudell/Morrison Wealth Management	19.21K	Mar 31, 26	-5.96K	0.05%
Elm3 Financial Group, LLC	17.84K	Mar 31, 26	-6.80K	0.05%
PRINCIPAL SECURITIES, INC.	17.31K	Mar 31, 26	-6.93K	0.05%
Wealthcare Advisory Partners LLC	17.30K	Mar 31, 26	+3.12K	0.05%
Intrua Financial, LLC	14.79K	Mar 31, 26	-4.75K	0.04%
Zurcher Kantonalbank (Zurich Cantonalbank)	14.66K	Mar 31, 26	+1.41K	0.04%
Fermata Advisors, LLC	12.49K	Mar 31, 26	-36	0.03%
Tactive Advisors, LLC	12.48K	Mar 31, 26	+2.67K	0.03%
Regal Investment Advisors LLC	11.04K	Mar 31, 26	-3.85K	0.03%
Rockefeller Capital Management L.P.	10.66K	Mar 31, 26	+7.17K	0.03%
AdvisorNet Financial, Inc	7.51K	Mar 31, 26	-3.59K	0.02%
KELLEHER FINANCIAL ADVISORS	5.02K	Mar 31, 26	+31	0.01%
BlackRock, Inc.	4.66K	Mar 31, 26	+126	0.01%
WealthShield Partners, LLC	4.66K	Mar 31, 26	-7	0.01%
TD PRIVATE CLIENT WEALTH LLC	3.38K	Mar 31, 26	+219	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.97K	Mar 31, 26	+2.84K	0.01%
NBC SECURITIES, INC.	2.91K	Mar 31, 26	-450	0.01%
PRIVATE TRUST CO NA	2.09K	Mar 31, 26	-47	0.01%
Geneos Wealth Management Inc.	2.05K	Mar 31, 26	-29	0.01%
FIFTH THIRD BANCORP	1.39K	Mar 31, 26	+1.39K	0.00%
Ashton Thomas Private Wealth, LLC	714	Mar 31, 26	+714	0.00%
CoreCap Advisors, LLC	695	Mar 31, 26	-137	0.00%
AE Wealth Management LLC	642	Mar 31, 26	-358	0.00%
US BANCORP \DE\	455	Mar 31, 26	+455	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	346	Mar 31, 26	+346	0.00%
Smartleaf Asset Management LLC	281	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	219	Mar 31, 26	+219	0.00%
Lloyd Advisory Services, LLC.	219	Mar 31, 26	+219	0.00%
CLEAR INVESTMENT RESEARCH, LLC	186	Mar 31, 26	+186	0.00%
Park Square Financial Group, LLC	158	Mar 31, 26	+146	0.00%
Sound Income Strategies, LLC	74	Mar 31, 26	+74	0.00%
Security National Bank	66	Mar 31, 26	+66	0.00%
Crews Bank & Trust	65	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	31	Mar 31, 26	+1	0.00%
HARBOUR INVESTMENTS, INC.	31	Mar 31, 26	+31	0.00%
BROWN, LISLE/CUMMINGS, INC.	24	Mar 31, 26	+24	0.00%
JPMORGAN CHASE & CO	7	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	4	Mar 31, 26	+1	0.00%
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-14.97K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-721.61K	--
Wealth Management Associates, Inc.	--	Mar 31, 26	-9.88K	--
UBS Group AG	--	Mar 31, 26	-272	--
Eagle Bay Advisors LLC	--	Mar 31, 26	-1.08K	--
OneAscent Financial Services LLC	--	Mar 31, 26	-9.10K	--
CAPITAL WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-34.55K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-328.15K	--
Capital Investment Advisory Services, LLC	--	Mar 31, 26	-99	--
Integrated Advisors Network LLC	--	Mar 31, 26	-35.71K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-12	--
IHT Wealth Management, LLC	--	Mar 31, 26	-27.82K	--
Allworth Financial LP	--	Mar 31, 26	-550	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-8.62K	--
Elequin Securities, LLC	--	Mar 31, 26	-1.50K	--
CWA Asset Management Group, LLC	--	Mar 31, 26	-14.67K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-288.78K	--
Bank of New Hampshire	--	Mar 31, 26	-111	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-7.58K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.40K	--
Private Advisory Group LLC	--	Mar 31, 26	-9.66K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-184.36K	--
Global Retirement Partners, LLC	1.82K	Dec 31, 25	+25	0.00%
CIBC Private Wealth Group, LLC	742	Dec 31, 25	+35	0.00%
SageView Advisory Group, LLC	443	Dec 31, 25	+443	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%
Financial Gravity Companies, Inc.	31	Jun 30, 25	+31	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

HANTZ FINANCIAL SERVICES, INC.

3.83M

Mar 31, 26

+1.39M

10.34%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

2.70M

Mar 31, 26

+32.20K

7.29%

Bank of New York Mellon Corp

1.93M

Mar 31, 26

+1.68M

5.22%

LPL Financial LLC

1.28M

Mar 31, 26

-103.10K

3.45%

ENVESTNET ASSET MANAGEMENT INC

1.14M

Mar 31, 26

+534.34K

3.09%

BANK OF MONTREAL /CAN/

1.04M

Mar 31, 26

-153.75K

2.81%

FRANKLIN RESOURCES INC

895.32K

Mar 31, 26

-4.19M

2.42%

RAYMOND JAMES FINANCIAL INC

858.44K

Mar 31, 26

+478.78K

2.32%

Curran Financial Partners, LLC

733.55K

Mar 31, 26

+74.86K

1.98%

Sage Advisory Services, Ltd.Co.

716.21K

Mar 31, 26

+326.62K

1.94%

AMERIPRISE FINANCIAL INC

708.72K

Mar 31, 26

-383.85K

1.92%

Prentice Wealth Management LLC

583.99K

Mar 31, 26

+1.27K

1.58%

Cetera Investment Advisers

484.63K

Mar 31, 26

-40.78K

1.31%

ASSETMARK, INC

435.36K

Mar 31, 26

+70.67K

1.18%

DORVAL Corp

338.23K

Mar 31, 26

+4.21K

0.91%

ROYAL BANK OF CANADA

334.83K

Mar 31, 26

+232.33K

0.90%

Independence Financial Advisors, LLC

274.67K

Mar 31, 26

+12.16K

0.74%

AIRE ADVISORS, LLC

265.90K

Mar 31, 26

+6.14K

0.72%

ADVISOR GROUP HOLDINGS, INC.

237.41K

Mar 31, 26

-92.08K

0.64%

FIFTH THIRD SECURITIES, INC.

229.60K

Mar 31, 26

+2.85K

0.62%

MORGAN STANLEY

224.05K

Mar 31, 26

+18.57K

0.61%

BANK OF AMERICA CORP /DE/

220.88K

Mar 31, 26

+18.59K

0.60%

Steward Partners Investment Advisory, LLC

216.16K

Mar 31, 26

+1.73K

0.58%

Mission Hills Financial Advisory, LLC

203.07K

Mar 31, 26

+7.67K

0.55%

TRUIST FINANCIAL CORP

199.83K

Mar 31, 26

+153.61K

0.54%

WealthPlan Investment Management, LLC

181.60K

Mar 31, 26

-294.78K

0.49%

MML INVESTORS SERVICES, LLC

159.95K

Mar 31, 26

-8.89K

0.43%

Cambridge Investment Research Advisors, Inc.

159.31K

Mar 31, 26

+4.64K

0.43%

Calamos Advisors LLC

149.53K

Mar 31, 26

-70.14K

0.40%

Foguth Wealth Management, LLC.

123.10K

Mar 31, 26

-39.55K

0.33%

Fortitude Family Office, LLC

120.62K

Mar 31, 26

-8.86K

0.33%

AMERICAN FINANCIAL & TAX STRATEGIES INC

120.52K

Mar 31, 26

-2.70K

0.33%

Clark Capital Management Group, Inc.

116.34K

Mar 31, 26

+11.60K

0.31%

WealthPLAN Partners, LLC

103.92K

Mar 31, 26

-28.21K

0.28%

Farther Finance Advisors, LLC

101.72K

Mar 31, 26

-3.81K

0.27%

PNC FINANCIAL SERVICES GROUP, INC.

98.55K

Mar 31, 26

+96.90K

0.27%

McAdam, LLC

95.96K

Mar 31, 26

+10.64K

0.26%

Kathmere Capital Management, LLC

89.84K

Mar 31, 26

-23.50K

0.24%

WELLS FARGO & COMPANY/MN

89.41K

Mar 31, 26

+86.71K

0.24%

Maia Wealth LLC

84.43K

Mar 31, 26

+21.02K

0.23%

Andina Capital Management, LLC

75.73K

Mar 31, 26

-54.72K

0.20%

Rooted Wealth Advisors, Inc.

73.69K

Mar 31, 26

-1.78K

0.20%

CITADEL ADVISORS LLC

67.32K

Mar 31, 26

-149.55K

0.18%

CWM, LLC

65.19K

Mar 31, 26

+10.60K

0.18%

Sovran Advisors, LLC

64.70K

Mar 31, 26

-1.99K

0.17%

Comprehensive Wealth Management, LLC

63.43K

Mar 31, 26

+6.70K

0.17%

Fiduciary Alliance LLC

60.52K

Mar 31, 26

+1.31K

0.16%

Equitable Holdings, Inc.

58.60K

Mar 31, 26

+7.57K

0.16%

Sanctuary Advisors, LLC

57.16K

Mar 31, 26

+5.08K

0.15%

Insight Wealth Strategies, LLC

55.82K

Mar 31, 26

-289

0.15%

EAGLE GLOBAL ADVISORS LLC

53.65K

Mar 31, 26

-680

0.14%

FDx Advisors, Inc.

50.61K

Mar 31, 26

+50.61K

0.14%

Cerity Partners LLC

48.81K

Mar 31, 26

+340

0.13%

Advisory Alpha, LLC

43.35K

Mar 31, 26

+5.13K

0.12%

Arkadios Wealth Advisors

43.04K

Mar 31, 26

+9.37K

0.12%

STIFEL FINANCIAL CORP

42.07K

Mar 31, 26

-9.69K

0.11%

Key Client Fiduciary Advisors, LLC

40.65K

Mar 31, 26

+172

0.11%

Focus Financial Network, Inc.

40.54K

Mar 31, 26

+5.37K

0.11%

Pensionmark Financial Group, LLC

39.83K

Mar 31, 26

+15.00K

0.11%

Acorn Wealth Advisors, LLC

36.66K

Mar 31, 26

-1.53K

0.10%

MERCER GLOBAL ADVISORS INC /ADV

35.71K

Mar 31, 26

-35.71K

0.10%

Kovack Advisors, Inc.

34.68K

Mar 31, 26

-45.44K

0.09%

IFP Advisors, Inc

34.43K

Mar 31, 26

+8.82K

0.09%

SEI INVESTMENTS CO

32.76K

Mar 31, 26

+5.01K

0.09%

Clear Creek Financial Management, LLC

32.51K

Mar 31, 26

+12

0.09%

Atria Investments, Inc

31.09K

Mar 31, 26

+1.50K

0.08%

Perigon Wealth Management, LLC

31.06K

Mar 31, 26

-76.91K

0.08%

Evolution Wealth Advisors, LLC

30.44K

Mar 31, 26

+16

0.08%

Waterfront Wealth Inc.

29.06K

Mar 31, 26

+4.33K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.42K

Mar 31, 26

-122.92K

0.06%

KWB Wealth

23.11K

Mar 31, 26

-312

0.06%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

21.99K

Mar 31, 26

-9.48K

0.06%

Janney Montgomery Scott LLC

20.65K

Mar 31, 26

-7.24K

0.06%

Keudell/Morrison Wealth Management

19.21K

Mar 31, 26

-5.96K

0.05%

Elm3 Financial Group, LLC

17.84K

Mar 31, 26

-6.80K

0.05%

PRINCIPAL SECURITIES, INC.

17.31K

Mar 31, 26

-6.93K

0.05%

Wealthcare Advisory Partners LLC

17.30K

Mar 31, 26

+3.12K

0.05%

Intrua Financial, LLC

14.79K

Mar 31, 26

-4.75K

0.04%

Zurcher Kantonalbank (Zurich Cantonalbank)

14.66K

Mar 31, 26

+1.41K

0.04%

Fermata Advisors, LLC

12.49K

Mar 31, 26

-36

0.03%

Tactive Advisors, LLC

12.48K

Mar 31, 26

+2.67K

0.03%

Regal Investment Advisors LLC

11.04K

Mar 31, 26

-3.85K

0.03%

Rockefeller Capital Management L.P.

10.66K

Mar 31, 26

+7.17K

0.03%

AdvisorNet Financial, Inc

7.51K

Mar 31, 26

-3.59K

0.02%

KELLEHER FINANCIAL ADVISORS

5.02K

Mar 31, 26

+31

0.01%

BlackRock, Inc.

4.66K

Mar 31, 26

+126

0.01%

WealthShield Partners, LLC

4.66K

Mar 31, 26

-7

0.01%

TD PRIVATE CLIENT WEALTH LLC

3.38K

Mar 31, 26

+219

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.97K

Mar 31, 26

+2.84K

0.01%

NBC SECURITIES, INC.

2.91K

Mar 31, 26

-450

0.01%

PRIVATE TRUST CO NA

2.09K

Mar 31, 26

-47

0.01%

Geneos Wealth Management Inc.

2.05K

Mar 31, 26

-29

0.01%

FIFTH THIRD BANCORP

1.39K

Mar 31, 26

+1.39K

0.00%

Ashton Thomas Private Wealth, LLC

714

Mar 31, 26

+714

0.00%

CoreCap Advisors, LLC

695

Mar 31, 26

-137

0.00%

AE Wealth Management LLC

642

Mar 31, 26

-358

0.00%

US BANCORP \DE\

455

Mar 31, 26

+455

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

346

Mar 31, 26

+346

0.00%

Smartleaf Asset Management LLC

281

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

219

Mar 31, 26

+219

0.00%

Lloyd Advisory Services, LLC.

219

Mar 31, 26

+219

0.00%

CLEAR INVESTMENT RESEARCH, LLC

186

Mar 31, 26

+186

0.00%

Park Square Financial Group, LLC

158

Mar 31, 26

+146

0.00%

Sound Income Strategies, LLC

Mar 31, 26

+74

0.00%

Security National Bank

Mar 31, 26

+66

0.00%

Crews Bank & Trust

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

+31

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

+24

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

FLOW TRADERS U.S. LLC

Mar 31, 26

-14.97K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-721.61K

Wealth Management Associates, Inc.

Mar 31, 26

-9.88K

UBS Group AG

Mar 31, 26

-272

Eagle Bay Advisors LLC

Mar 31, 26

-1.08K

OneAscent Financial Services LLC

Mar 31, 26

-9.10K

CAPITAL WEALTH MANAGEMENT, LLC

Mar 31, 26

-34.55K

Tower Research Capital LLC (TRC)

Mar 31, 26

-328.15K

Capital Investment Advisory Services, LLC

Mar 31, 26

-99

Integrated Advisors Network LLC

Mar 31, 26

-35.71K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-12

IHT Wealth Management, LLC

Mar 31, 26

-27.82K

Allworth Financial LP

Mar 31, 26

-550

Ameritas Advisory Services, LLC

Mar 31, 26

-8.62K

Elequin Securities, LLC

Mar 31, 26

-1.50K

CWA Asset Management Group, LLC

Mar 31, 26

-14.67K

JANE STREET GROUP, LLC

Mar 31, 26

-288.78K

Bank of New Hampshire

Mar 31, 26

-111

Kestra Advisory Services, LLC

Mar 31, 26

-7.58K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.40K

Private Advisory Group LLC

Mar 31, 26

-9.66K

OLD MISSION CAPITAL LLC

Mar 31, 26

-184.36K

Global Retirement Partners, LLC

1.82K

Dec 31, 25

+25

0.00%

CIBC Private Wealth Group, LLC

742

Dec 31, 25

+35

0.00%

SageView Advisory Group, LLC

443

Dec 31, 25

+443

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%

Financial Gravity Companies, Inc.

Jun 30, 25

+31

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%