Franklin Dynamic Municipal Bond ETF(FLMI)

$24.22—Stale · unknown old

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Franklin Dynamic Municipal Bond ETF(FLMI)

NYSE • Last print unknown ago

$24.22—Stale · unknown old

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FLMI(FLMI)

FLMI

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Institutional Ownership

Top 385 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	6.83M	Jun 30, 26	+962.74K	7.22%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5.22M	Jun 30, 26	-12.27K	5.51%
AMERIPRISE FINANCIAL INC	4.51M	Jun 30, 26	+531.15K	4.77%
BANK OF AMERICA CORP /DE/	3.30M	Jun 30, 26	+594.23K	3.48%
Meeder Advisory Services, Inc.	2.37M	Jun 30, 26	+1.03K	2.50%
WELLS FARGO & COMPANY/MN	2.32M	Jun 30, 26	+159.40K	2.45%
MORGAN STANLEY	2.17M	Jun 30, 26	+533.18K	2.29%
RAYMOND JAMES FINANCIAL INC	1.91M	Jun 30, 26	+279.06K	2.02%
Cetera Investment Advisers	1.62M	Jun 30, 26	+168.72K	1.71%
Colony Group, LLC	1.26M	Jun 30, 26	+1.23M	1.33%
Miracle Mile Advisors, LLC	1.22M	Jun 30, 26	+191.40K	1.29%
Axiom Financial Strategies, LLC	1.18M	Jun 30, 26	-152.50K	1.25%
JANE STREET GROUP, LLC	1.02M	Jun 30, 26	+493.77K	1.08%
Sanctuary Advisors, LLC	967.79K	Jun 30, 26	+183.96K	1.02%
ADVISOR GROUP HOLDINGS, INC.	937.45K	Jun 30, 26	+394.46K	0.99%
HighTower Advisors, LLC	844.95K	Jun 30, 26	+687.12K	0.89%
New England Private Wealth Advisors LLC	835.99K	Jun 30, 26	+152.77K	0.88%
Waverly Advisors, LLC	835.22K	Jun 30, 26	+835.22K	0.88%
CENTRAL BANK & TRUST CO	793.15K	Jun 30, 26	+19.85K	0.84%
ENVESTNET ASSET MANAGEMENT INC	669.89K	Jun 30, 26	+92.16K	0.71%
Legacy CG, LLC	646.29K	Jun 30, 26	+12.81K	0.68%
STIFEL FINANCIAL CORP	618.33K	Jun 30, 26	+56.18K	0.65%
RFG Advisory, LLC	613.29K	Jun 30, 26	+44.16K	0.65%
Private Advisor Group, LLC	584.97K	Jun 30, 26	+230.31K	0.62%
JONES FINANCIAL COMPANIES LLLP	543.31K	Jun 30, 26	+134.88K	0.57%
TRUIST FINANCIAL CORP	535.34K	Jun 30, 26	-23.54K	0.57%
Midwest Financial Partners Investments, Inc.	534.97K	Jun 30, 26	+66.44K	0.57%
Bank of New York Mellon Corp	503.40K	Jun 30, 26	+34.37K	0.53%
AE Wealth Management LLC	470.91K	Jun 30, 26	+314.55K	0.50%
Brinker Capital Investments, LLC	444.07K	Jun 30, 26	-22.08K	0.47%
MFA WEALTH ADVISORS, LLC	426.56K	Jun 30, 26	+285.01K	0.45%
KESTRA PRIVATE WEALTH SERVICES, LLC	402.25K	Jun 30, 26	+16.70K	0.42%
NewEdge Advisors, LLC	369.98K	Jun 30, 26	+85.21K	0.39%
Asio Capital, LLC	363.94K	Jun 30, 26	+16.62K	0.38%
Wright Fund Management, LLC	351.20K	Jun 30, 26	--	0.37%
Prentice Wealth Management LLC	330.46K	Jun 30, 26	+41.24K	0.35%
JPMORGAN CHASE & CO	326.92K	Jun 30, 26	-179.29K	0.35%
COMMONWEALTH EQUITY SERVICES, LLC	318.15K	Jun 30, 26	+18.32K	0.34%
Cambridge Investment Research Advisors, Inc.	315.63K	Jun 30, 26	+66.19K	0.33%
Beacon Bridge Wealth Partners, LLC	314.71K	Jun 30, 26	+111.38K	0.33%
MML INVESTORS SERVICES, LLC	306.70K	Jun 30, 26	+70.44K	0.32%
Equitable Holdings, Inc.	264.52K	Jun 30, 26	+26.73K	0.28%
FRANKLIN RESOURCES INC	260.80K	Jun 30, 26	+100.42K	0.28%
HighPoint Advisor Group LLC	247.53K	Jun 30, 26	+23.05K	0.26%
VestGen Advisors, LLC	237.75K	Jun 30, 26	-8.90K	0.25%
BlueStem Wealth Partners, LLC	228.17K	Jun 30, 26	+12.64K	0.24%
HANCOCK WHITNEY CORP	227.63K	Jun 30, 26	+16.63K	0.24%
Retirement Planning Group	225.52K	Jun 30, 26	+49.30K	0.24%
Legacy Financial Advisors, Inc.	222.09K	Jun 30, 26	+32.52K	0.23%
Certified Advisory Corp	216.41K	Jun 30, 26	+63.76K	0.23%
Wealth Alliance Advisory Group, LLC	215.20K	Jun 30, 26	+6.53K	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	209.38K	Jun 30, 26	+92.30K	0.22%
Fundamentum, LLC	185.05K	Jun 30, 26	+185.05K	0.20%
Steward Partners Investment Advisory, LLC	180.94K	Jun 30, 26	+30.80K	0.19%
ROYAL BANK OF CANADA	174.22K	Jun 30, 26	+83.01K	0.18%
Stratos Wealth Advisors, LLC	167.17K	Jun 30, 26	+75.18K	0.18%
Concurrent Investment Advisors, LLC	163.50K	Jun 30, 26	-5.08K	0.17%
Summit Financial, LLC	161.88K	Jun 30, 26	-495	0.17%
Elequin Securities, LLC	149.29K	Jun 30, 26	+149.29K	0.16%
Kestra Advisory Services, LLC	148.10K	Jun 30, 26	+46.99K	0.16%
ROBINSON SMITH WEALTH ADVISORS LLC	140.98K	Jun 30, 26	-14.87K	0.15%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	140.15K	Jun 30, 26	+140.15K	0.15%
Smartleaf Asset Management LLC	135.02K	Jun 30, 26	--	0.14%
AssuredPartners Investment Advisors, LLC	127.31K	Jun 30, 26	+3.98K	0.13%
Sequent Planning LLC	126.32K	Jun 30, 26	+8.49K	0.13%
CROBAN	124.86K	Jun 30, 26	+592	0.13%
PENNEY FINANCIAL, LLC	124.60K	Jun 30, 26	-168.42K	0.13%
Madrid Wealth Management, LLC	123.70K	Jun 30, 26	+19.00K	0.13%
Total Clarity Wealth Management, Inc.	117.92K	Jun 30, 26	+17.71K	0.12%
Buck Wealth Strategies, LLC	117.13K	Jun 30, 26	+52.64K	0.12%
AMERICAN FINANCIAL & TAX STRATEGIES INC	117.05K	Jun 30, 26	-2.40K	0.12%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	116.48K	Jun 30, 26	+60.23K	0.12%
Patriot Financial Group Insurance Agency, LLC	116.41K	Jun 30, 26	-96.05K	0.12%
NATIXIS ADVISORS, L.P.	109.59K	Jun 30, 26	+30.12K	0.12%
AdvisorNet Financial, Inc	105.31K	Jun 30, 26	+19.75K	0.11%
Janney Montgomery Scott LLC	104.63K	Jun 30, 26	+16.58K	0.11%
One Degree Advisors Inc	103.08K	Jun 30, 26	-108	0.11%
ShoreHaven Wealth Partners, LLC	101.73K	Jun 30, 26	+30.68K	0.11%
Embree Financial Group	96.51K	Jun 30, 26	+5.60K	0.10%
ARWA LLC	96.45K	Jun 30, 26	+19.36K	0.10%
Redhawk Wealth Advisors, Inc.	96.21K	Jun 30, 26	+9.53K	0.10%
Fire Capital Management LLC	95.36K	Jun 30, 26	+7.70K	0.10%
Hobart Private Capital, LLC	92.31K	Jun 30, 26	+79.28K	0.10%
Leeward Financial Partners, LLC	92.30K	Jun 30, 26	-448	0.10%
BENJAMIN EDWARDS INC	86.76K	Jun 30, 26	-3.08K	0.09%
Advisory Services Network, LLC	83.02K	Jun 30, 26	+7.98K	0.09%
IHT Wealth Management, LLC	79.11K	Jun 30, 26	+64.49K	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	77.83K	Jun 30, 26	+18.63K	0.08%
ABOUND FINANCIAL, LLC	76.38K	Jun 30, 26	-1.64K	0.08%
Geneos Wealth Management Inc.	73.96K	Jun 30, 26	+857	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	71.76K	Jun 30, 26	+16.22K	0.08%
ADAPT WEALTH ADVISORS, LLC	69.29K	Jun 30, 26	+11.32K	0.07%
Tower Research Capital LLC (TRC)	68.93K	Jun 30, 26	+68.93K	0.07%
CGN Advisors LLC	67.17K	Jun 30, 26	+47.58K	0.07%
Global Retirement Partners, LLC	65.58K	Jun 30, 26	+65.58K	0.07%
OLD MISSION CAPITAL LLC	65.29K	Jun 30, 26	+65.29K	0.07%
HARBOUR INVESTMENTS, INC.	62.57K	Jun 30, 26	+24.70K	0.07%
Coastal Bridge Advisors, LLC	61.91K	Jun 30, 26	+12.33K	0.07%
Evergreen Wealth Partners LLC	60.40K	Jun 30, 26	+40.59K	0.06%
Landmark Wealth Management, LLC	60.34K	Jun 30, 26	+6.74K	0.06%
Quadrature Capital Ltd	58.24K	Jun 30, 26	+58.24K	0.06%
SFG Wealth Management, LLC.	53.67K	Jun 30, 26	+62	0.06%
CULLEN/FROST BANKERS, INC.	53.07K	Jun 30, 26	+11.50K	0.06%
Meridian Wealth Management, LLC	52.53K	Jun 30, 26	+5.09K	0.06%
Uniting Wealth Partners, LLC	52.06K	Jun 30, 26	-586	0.05%
Advyzon Investment Management, LLC	48.79K	Jun 30, 26	+13.48K	0.05%
Clarity Retirement & Wealth, LLC	48.42K	Jun 30, 26	+3.10K	0.05%
PRIVATE TRUST CO NA	46.67K	Jun 30, 26	+3.18K	0.05%
TrueWealth Advisors, LLC	46.32K	Jun 30, 26	+2.45K	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	45.35K	Jun 30, 26	+45.35K	0.05%
BETO FINANCIAL GROUP, LLC	44.80K	Jun 30, 26	+2.27K	0.05%
Cornerstone Wealth Management, LLC	43.84K	Jun 30, 26	+34.83K	0.05%
Perigon Wealth Management, LLC	43.80K	Jun 30, 26	-1.20K	0.05%
XY Planning Network, Inc.	43.65K	Jun 30, 26	+43.65K	0.05%
KENNEDY INVESTMENT GROUP	43.43K	Jun 30, 26	+8.23K	0.05%
HICKS CAPITAL MANAGEMENT LLC	43.03K	Jun 30, 26	+23.74K	0.05%
Cedar Point Capital Partners, LLC	42.72K	Jun 30, 26	+1.26K	0.05%
Essex Financial Services, Inc.	41.78K	Jun 30, 26	+9.46K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	41.47K	Jun 30, 26	-555	0.04%
Collaborative Wealth Managment Inc.	41.42K	Jun 30, 26	+2.55K	0.04%
WULFF, HANSEN & CO.	41.19K	Jun 30, 26	--	0.04%
Rockefeller Capital Management L.P.	39.74K	Jun 30, 26	+38.19K	0.04%
GOLDMAN SACHS GROUP INC	38.98K	Jun 30, 26	+38.98K	0.04%
Summit Financial Consulting LLC	38.16K	Jun 30, 26	+753	0.04%
Integrated Wealth Concepts LLC	37.94K	Jun 30, 26	+3.28K	0.04%
Hidden Cove Wealth Management, LLC	37.86K	Jun 30, 26	+37.86K	0.04%
Golden State Wealth Management, LLC	37.15K	Jun 30, 26	+1.05K	0.04%
VISTA INVESTMENT MANAGEMENT	37.06K	Jun 30, 26	+37.06K	0.04%
Diversify Advisory Services, LLC	36.81K	Jun 30, 26	+36.81K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	36.81K	Jun 30, 26	-374	0.04%
MMA ASSET MANAGEMENT LLC	36.40K	Jun 30, 26	+2.09K	0.04%
Oak Barrel Wealth Advisory LLC	36.23K	Jun 30, 26	+36.23K	0.04%
Philip James Wealth Mangement, LLC	35.77K	Jun 30, 26	-3.75K	0.04%
Per Stirling Capital Management, LLC.	34.55K	Jun 30, 26	+245	0.04%
Cresset Asset Management, LLC	34.48K	Jun 30, 26	--	0.04%
Smart Money Group LLC	34.47K	Jun 30, 26	+3.38K	0.04%
Sigma Planning Corp	34.39K	Jun 30, 26	+16.24K	0.04%
SHP Wealth Management	34.31K	Jun 30, 26	+636	0.04%
CITADEL ADVISORS LLC	33.72K	Jun 30, 26	+33.72K	0.04%
Gladstone Institutional Advisory LLC	33.69K	Jun 30, 26	+3.86K	0.04%
Peck Wealth Management, LLC	32.91K	Jun 30, 26	+1.40K	0.03%
Spire Wealth Management	32.39K	Jun 30, 26	+972	0.03%
Prospera Financial Services Inc	31.97K	Jun 30, 26	+3.53K	0.03%
SAX WEALTH ADVISORS, LLC	30.69K	Jun 30, 26	+30.69K	0.03%
CAPTRUST FINANCIAL ADVISORS	29.86K	Jun 30, 26	-899	0.03%
Milestones Private Investment Advisors LLC	29.86K	Jun 30, 26	--	0.03%
D.A. DAVIDSON & CO.	29.19K	Jun 30, 26	+1.96K	0.03%
Evergreen Wealth Solutions, LLC	28.54K	Jun 30, 26	+2.68K	0.03%
Tulsa Wealth Advisors, INC	27.67K	Jun 30, 26	+3.63K	0.03%
J.W. COLE ADVISORS, INC.	27.54K	Jun 30, 26	+27.54K	0.03%
Good Harbor Advisors, Inc.	26.65K	Jun 30, 26	--	0.03%
WCG Wealth Advisors LLC	26.57K	Jun 30, 26	+2.18K	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	26.38K	Jun 30, 26	+26.38K	0.03%
Pinnacle Financial Partners, Inc.	25.34K	Jun 30, 26	+6.36K	0.03%
IFP Advisors, Inc	25.05K	Jun 30, 26	+3.06K	0.03%
Tortoise Investment Management, LLC	25.00K	Jun 30, 26	+2.60K	0.03%
PRINCIPAL SECURITIES, INC.	24.20K	Jun 30, 26	+809	0.03%
Members Advisory Group LLC	24.04K	Jun 30, 26	+4.67K	0.03%
NATIONAL BANK OF CANADA /FI/	24.00K	Jun 30, 26	--	0.03%
IFG Advisory, LLC	23.55K	Jun 30, 26	+23.55K	0.02%
Tenzing Financial LLC	23.29K	Jun 30, 26	+5.02K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	23.20K	Jun 30, 26	-146	0.02%
First Heartland Consultants, Inc.	22.90K	Jun 30, 26	+3.17K	0.02%
Western Wealth Management, LLC	22.84K	Jun 30, 26	+132	0.02%
VERUS WEALTH MANAGEMENT, LLC	22.42K	Jun 30, 26	+518	0.02%
Atria Investments, Inc	21.87K	Jun 30, 26	+3.63K	0.02%
ASSETMARK, INC	21.48K	Jun 30, 26	+3.76K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	20.26K	Jun 30, 26	+209	0.02%
MASSMUTUAL TRUST CO FSB/ADV	17.09K	Jun 30, 26	+45	0.02%
AIRE ADVISORS, LLC	16.49K	Jun 30, 26	+1.35K	0.02%
Ashton Thomas Private Wealth, LLC	16.39K	Jun 30, 26	+1.08K	0.02%
Wedmont Private Capital	16.35K	Jun 30, 26	--	0.02%
Advisor Resource Council	15.99K	Jun 30, 26	+7.44K	0.02%
Mallini Complete Financial Planning LLC	15.59K	Jun 30, 26	+161	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.40K	Jun 30, 26	--	0.02%
Bill Few Associates, Inc.	15.30K	Jun 30, 26	--	0.02%
TRUE BLUE FINANCIAL, LLC	15.28K	Jun 30, 26	--	0.02%
Gerald Baker Financial Group LLC	15.17K	Jun 30, 26	+4.70K	0.02%
PW Nova Financial Services LLC	15.00K	Jun 30, 26	--	0.02%
OPPENHEIMER & CO INC	14.34K	Jun 30, 26	--	0.02%
Arkadios Wealth Advisors	14.10K	Jun 30, 26	+5.58K	0.01%
Dynamic Advisor Solutions LLC	14.03K	Jun 30, 26	+14.03K	0.01%
Financial Partners Group, Inc	13.72K	Jun 30, 26	+1.53K	0.01%
NewSquare Capital LLC	12.96K	Jun 30, 26	+246	0.01%
HOWARD WEALTH MANAGEMENT, LLC	12.67K	Jun 30, 26	+689	0.01%
CARY STREET PARTNERS FINANCIAL LLC	12.50K	Jun 30, 26	+2.46K	0.01%
CASTLE WEALTH MANAGEMENT LLC	12.40K	Jun 30, 26	--	0.01%
Phoenix Wealth Advisors	12.00K	Jun 30, 26	--	0.01%
WINEBRENNER CAPITAL MANAGEMENT LLC	12.00K	Jun 30, 26	--	0.01%
Baird Financial Group, Inc.	11.89K	Jun 30, 26	+895	0.01%
Capital Analysts, LLC	11.53K	Jun 30, 26	+155	0.01%
Blueprint Financial Advisors LLC	11.08K	Jun 30, 26	+11.08K	0.01%
Blueprint Investment Partners LLC	11.08K	Jun 30, 26	+11.08K	0.01%
Beverly Hills Private Wealth, LLC	10.94K	Jun 30, 26	-857	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	10.86K	Jun 30, 26	+10.86K	0.01%
Quantinno Capital Management LP	10.59K	Jun 30, 26	-567	0.01%
WRAPMANAGER INC	10.57K	Jun 30, 26	+10.57K	0.01%
Brookwood Investment Group LLC	10.11K	Jun 30, 26	+32	0.01%
CI Private Wealth, LLC	10.10K	Jun 30, 26	-17.20K	0.01%
Valued Retirements, Inc.	10.00K	Jun 30, 26	--	0.01%
Gateway Wealth Partners, LLC	9.71K	Jun 30, 26	-7.02K	0.01%
NorthRock Partners, LLC	9.70K	Jun 30, 26	+9.70K	0.01%
Resources Investment Advisors, LLC.	9.70K	Jun 30, 26	+9.70K	0.01%
VICTORY FINANCIAL GROUP, LLC	9.32K	Jun 30, 26	+9.32K	0.01%
Continuum Advisory, LLC	9.30K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	9.29K	Jun 30, 26	--	0.01%
DAVENPORT & Co LLC	9.24K	Jun 30, 26	-3.87K	0.01%
Wealthcare Advisory Partners LLC	9.07K	Jun 30, 26	-19.73K	0.01%
Vise Technologies, Inc.	8.73K	Jun 30, 26	+8.73K	0.01%
Latitude Advisors, LLC	8.69K	Jun 30, 26	-1.91K	0.01%
Duncan Williams Asset Management, LLC	8.14K	Jun 30, 26	+8.14K	0.01%
MONECO Advisors, LLC	8.03K	Jun 30, 26	+8.03K	0.01%
Hayek Kallen Investment Management	8.00K	Jun 30, 26	+8.00K	0.01%
Riverbend Wealth Management, LLC	7.98K	Jun 30, 26	+7.98K	0.01%
MPWM ADVISORY SOLUTIONS, LLC	7.13K	Jun 30, 26	-1.16K	0.01%
FIDUCIARY FINANCIAL ADVISORS	6.81K	Jun 30, 26	+6.81K	0.01%
TD PRIVATE CLIENT WEALTH LLC	6.62K	Jun 30, 26	+5.88K	0.01%
SouthState Corp	5.75K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	4.71K	Jun 30, 26	+43	0.00%
RICHARDS, MERRILL & PETERSON, INC.	4.00K	Jun 30, 26	+4.00K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	3.03K	Jun 30, 26	+3.03K	0.00%
GAMMA Investing LLC	2.37K	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	754	Jun 30, 26	+7	0.00%
Signature Equity Partners, LLC	701	Jun 30, 26	-245	0.00%
US BANCORP \DE\	553	Jun 30, 26	+553	0.00%
Quent Capital, LLC	242	Jun 30, 26	+242	0.00%
HANTZ FINANCIAL SERVICES, INC.	147	Jun 30, 26	+147	0.00%
Trust Co	30	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	20	Jun 30, 26	-5	0.00%
UBS Group AG	8	Jun 30, 26	+8	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-12.11K	--
MAI Capital Management	--	Jun 30, 26	-896	--
PFG Advisors	--	Jun 30, 26	-8.88K	--
Allworth Financial LP	--	Jun 30, 26	-1.00K	--
Independent Advisor Alliance	--	Jun 30, 26	-328.52K	--
BOKF, NA	--	Jun 30, 26	-1.78K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-65.85K	--
Basepoint Wealth LLC	--	Jun 30, 26	-8	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-2.85K	--
Noble Family Wealth, LLC	--	Jun 30, 26	-12.45K	--
Visionary Wealth Advisors	--	Jun 30, 26	-14.08K	--
BARTLETT & CO. WEALTH MANAGEMENT LLC	--	Jun 30, 26	-47	--
Mariner, LLC	--	Jun 30, 26	-245.17K	--
Lido Advisors, LLC	--	Jun 30, 26	-54.25K	--
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5.23M	Mar 31, 26	+2.87M	5.53%
Meeder Advisory Services, Inc.	2.37M	Mar 31, 26	+473.02K	2.50%
WELLS FARGO & COMPANY/MN	2.16M	Mar 31, 26	+628.40K	2.28%
RAYMOND JAMES FINANCIAL INC	1.63M	Mar 31, 26	+269.25K	1.72%
Axiom Financial Strategies, LLC	1.34M	Mar 31, 26	+1.34M	1.41%
Miracle Mile Advisors, LLC	1.03M	Mar 31, 26	+1.03M	1.09%
CENTRAL BANK & TRUST CO	773.29K	Mar 31, 26	+67.87K	0.82%
TruWealth Advisors, LLC	746.25K	Mar 31, 26	+137.67K	0.79%
New England Private Wealth Advisors LLC	683.22K	Mar 31, 26	+157.34K	0.72%
Legacy CG, LLC	633.48K	Mar 31, 26	+129.06K	0.67%
ENVESTNET ASSET MANAGEMENT INC	577.73K	Mar 31, 26	+225.45K	0.61%
TRUIST FINANCIAL CORP	558.88K	Mar 31, 26	+41.90K	0.59%
JPMORGAN CHASE & CO	506.20K	Mar 31, 26	+312.52K	0.53%
Bank of New York Mellon Corp	469.03K	Mar 31, 26	+93.59K	0.50%
JONES FINANCIAL COMPANIES LLLP	408.44K	Mar 31, 26	+155.67K	0.43%
Private Advisor Group, LLC	354.66K	Mar 31, 26	+75.02K	0.37%
Wright Fund Management, LLC	351.20K	Mar 31, 26	+264.90K	0.37%
Asio Capital, LLC	347.32K	Mar 31, 26	+80.78K	0.37%
CWM, LLC	334.01K	Mar 31, 26	+27.35K	0.35%
Independent Advisor Alliance	328.52K	Mar 31, 26	+328.52K	0.35%
Cambridge Investment Research Advisors, Inc.	249.45K	Mar 31, 26	+36.15K	0.26%
Equitable Holdings, Inc.	237.80K	Mar 31, 26	+22.18K	0.25%
MML INVESTORS SERVICES, LLC	236.25K	Mar 31, 26	+178.20K	0.25%
BlueStem Wealth Partners, LLC	215.52K	Mar 31, 26	-1.49K	0.23%
Patriot Financial Group Insurance Agency, LLC	212.46K	Mar 31, 26	+113.92K	0.22%
Wealth Alliance Advisory Group, LLC	208.68K	Mar 31, 26	+43.91K	0.22%
Beacon Bridge Wealth Partners, LLC	203.34K	Mar 31, 26	+49.55K	0.21%
Legacy Financial Advisors, Inc.	189.57K	Mar 31, 26	+9.00K	0.20%
Concurrent Investment Advisors, LLC	168.58K	Mar 31, 26	+130.10K	0.18%
FRANKLIN RESOURCES INC	160.38K	Mar 31, 26	+48.15K	0.17%
HighTower Advisors, LLC	157.83K	Mar 31, 26	+55.66K	0.17%
AE Wealth Management LLC	156.37K	Mar 31, 26	+140.86K	0.17%
Certified Advisory Corp	152.65K	Mar 31, 26	+43.72K	0.16%
MFA WEALTH ADVISORS, LLC	141.55K	Mar 31, 26	+141.55K	0.15%
Smartleaf Asset Management LLC	135.02K	Mar 31, 26	+4.98K	0.14%
CROBAN	124.26K	Mar 31, 26	+20.15K	0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	117.08K	Mar 31, 26	+46.26K	0.12%
One Degree Advisors Inc	103.19K	Mar 31, 26	-17.48K	0.11%
Stratos Wealth Advisors, LLC	91.99K	Mar 31, 26	+8.62K	0.10%
Janney Montgomery Scott LLC	88.05K	Mar 31, 26	+17.57K	0.09%
Redhawk Wealth Advisors, Inc.	86.68K	Mar 31, 26	+18.17K	0.09%
NATIXIS ADVISORS, L.P.	79.47K	Mar 31, 26	+49.32K	0.08%
ABOUND FINANCIAL, LLC	78.01K	Mar 31, 26	-3.87K	0.08%
ShoreHaven Wealth Partners, LLC	71.05K	Mar 31, 26	-945	0.08%
FLOW TRADERS U.S. LLC	65.85K	Mar 31, 26	+34.04K	0.07%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	56.24K	Mar 31, 26	+55.89K	0.06%
Lido Advisors, LLC	54.25K	Mar 31, 26	+54.25K	0.06%
Landmark Wealth Management, LLC	53.60K	Mar 31, 26	+18.66K	0.06%
Coastal Bridge Advisors, LLC	49.59K	Mar 31, 26	+10.23K	0.05%
TrueWealth Advisors, LLC	43.87K	Mar 31, 26	+6.18K	0.05%
PRIVATE TRUST CO NA	43.49K	Mar 31, 26	+20.90K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	42.03K	Mar 31, 26	+1.84K	0.04%
CULLEN/FROST BANKERS, INC.	41.57K	Mar 31, 26	+8.63K	0.04%
Cedar Point Capital Partners, LLC	41.47K	Mar 31, 26	+5.13K	0.04%
WULFF, HANSEN & CO.	41.19K	Mar 31, 26	--	0.04%
Philip James Wealth Mangement, LLC	39.51K	Mar 31, 26	+867	0.04%
HARBOUR INVESTMENTS, INC.	37.87K	Mar 31, 26	+27.58K	0.04%
Golden State Wealth Management, LLC	36.10K	Mar 31, 26	+334	0.04%
Cresset Asset Management, LLC	34.48K	Mar 31, 26	+34.48K	0.04%
MMA ASSET MANAGEMENT LLC	34.31K	Mar 31, 26	+3.87K	0.04%
Per Stirling Capital Management, LLC.	34.30K	Mar 31, 26	+250	0.04%
Spire Wealth Management	31.42K	Mar 31, 26	+1.69K	0.03%
Smart Money Group LLC	31.08K	Mar 31, 26	+2.32K	0.03%
Gladstone Institutional Advisory LLC	29.82K	Mar 31, 26	-1.33K	0.03%
CI Private Wealth, LLC	27.30K	Mar 31, 26	+4.00K	0.03%
D.A. DAVIDSON & CO.	27.23K	Mar 31, 26	--	0.03%
Evergreen Wealth Solutions, LLC	25.86K	Mar 31, 26	+2.39K	0.03%
WCG Wealth Advisors LLC	24.39K	Mar 31, 26	-1.03K	0.03%
NATIONAL BANK OF CANADA /FI/	24.00K	Mar 31, 26	--	0.03%
PRINCIPAL SECURITIES, INC.	23.39K	Mar 31, 26	+755	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	23.34K	Mar 31, 26	+4.29K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	20.05K	Mar 31, 26	+9.79K	0.02%
First Heartland Consultants, Inc.	19.73K	Mar 31, 26	+3.49K	0.02%
CGN Advisors LLC	19.58K	Mar 31, 26	+19.58K	0.02%
Atria Investments, Inc	18.25K	Mar 31, 26	+2.58K	0.02%
Sigma Planning Corp	18.16K	Mar 31, 26	+2.33K	0.02%
ASSETMARK, INC	17.71K	Mar 31, 26	+7.02K	0.02%
Gateway Wealth Partners, LLC	16.73K	Mar 31, 26	+16.73K	0.02%
INTEGRITY WEALTH ADVISORS, INC.	16.35K	Mar 31, 26	-2.39K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.40K	Mar 31, 26	+900	0.02%
Ashton Thomas Private Wealth, LLC	15.31K	Mar 31, 26	--	0.02%
Bill Few Associates, Inc.	15.30K	Mar 31, 26	--	0.02%
TRUE BLUE FINANCIAL, LLC	15.28K	Mar 31, 26	--	0.02%
AIRE ADVISORS, LLC	15.14K	Mar 31, 26	+15.14K	0.02%
OPPENHEIMER & CO INC	14.34K	Mar 31, 26	--	0.02%
Visionary Wealth Advisors	14.08K	Mar 31, 26	-1.13K	0.01%
DAVENPORT & Co LLC	13.11K	Mar 31, 26	-1.06K	0.01%
NewSquare Capital LLC	12.71K	Mar 31, 26	+505	0.01%
Noble Family Wealth, LLC	12.45K	Mar 31, 26	--	0.01%
CASTLE WEALTH MANAGEMENT LLC	12.40K	Mar 31, 26	--	0.01%
Financial Partners Group, Inc	12.19K	Mar 31, 26	+12.19K	0.01%
Phoenix Wealth Advisors	12.00K	Mar 31, 26	--	0.01%
Beverly Hills Private Wealth, LLC	11.79K	Mar 31, 26	--	0.01%
Quantinno Capital Management LP	11.16K	Mar 31, 26	+11.16K	0.01%
Baird Financial Group, Inc.	11.00K	Mar 31, 26	+11.00K	0.01%
Latitude Advisors, LLC	10.60K	Mar 31, 26	+52	0.01%
Continuum Advisory, LLC	9.30K	Mar 31, 26	--	0.01%
Cornerstone Wealth Management, LLC	9.01K	Mar 31, 26	+366	0.01%
PFG Advisors	8.88K	Mar 31, 26	+49	0.01%
Ameritas Investment Partners, Inc.	4.67K	Mar 31, 26	+630	0.00%
Legacy Wealth Managment, LLC/ID	2.85K	Mar 31, 26	+2.50K	0.00%
Rockefeller Capital Management L.P.	1.55K	Mar 31, 26	-123	0.00%
Allworth Financial LP	1.00K	Mar 31, 26	--	0.00%
MAI Capital Management	896	Mar 31, 26	+150	0.00%
Cornerstone Planning Group LLC	747	Mar 31, 26	+8	0.00%
TD PRIVATE CLIENT WEALTH LLC	739	Mar 31, 26	+739	0.00%
Trust Co	30	Mar 31, 26	+30	0.00%
Wayfinding Financial, LLC	--	Mar 31, 26	-10.25K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-34.22K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-7.16K	--
US BANCORP \DE\	--	Mar 31, 26	-3.94K	--
Capital Investment Advisory Services, LLC	--	Mar 31, 26	-150	--
Quadrature Capital Ltd	--	Mar 31, 26	-33.71K	--
Econ Financial Services Corp	--	Mar 31, 26	-21.32K	--
Duncan Williams Asset Management, LLC	--	Mar 31, 26	-12.59K	--
TrueWealth Financial Partners	--	Mar 31, 26	-15.28K	--
NorthRock Partners, LLC	--	Mar 31, 26	-13.15K	--
Elequin Securities, LLC	--	Mar 31, 26	-186.70K	--
Creative Planning	--	Mar 31, 26	-10.06K	--
HRT FINANCIAL LP	--	Mar 31, 26	-29.33K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-50.99K	--
Bowman & Co S.C.	56.82K	Dec 31, 25	+704	0.06%
COMERICA BANK	3.82K	Dec 31, 25	-3.04K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-103	--
Financial Advocates Investment Management	15.14K	Sep 30, 25	-32.60K	0.02%
Pineridge Advisors LLC	3.49K	Sep 30, 25	-92	0.00%
Atria Wealth Solutions, Inc.	24.89K	Jun 30, 25	+13.10K	0.03%
AVANTAX ADVISORY SERVICES, INC.	14.92K	Jun 30, 25	+14.92K	0.02%
Congress Wealth Management LLC / DE /	13.94K	Jun 30, 25	+13.94K	0.01%
Sabal Trust CO	44.41K	Mar 31, 25	+44.41K	0.05%
Orion Portfolio Solutions, LLC	36.28K	Mar 31, 25	-7.00K	0.04%
Raymond James Financial Services Advisors, Inc.	153.32K	Sep 30, 24	+15.38K	0.16%
RAYMOND JAMES & ASSOCIATES	45.98K	Sep 30, 24	+5.25K	0.05%
RAYMOND JAMES TRUST N.A.	9.98K	Sep 30, 24	+9.98K	0.01%
Aspire Wealth Management Corp	7.21K	Sep 30, 24	--	0.01%
VitalStone Financial, LLC	1.50K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.61K	Jun 30, 24	-1.41K	0.01%
Atlas Private Wealth Management	47.59K	Mar 31, 24	+1.04K	0.05%
Cetera Advisor Networks LLC	21.46K	Mar 31, 24	+3.16K	0.02%
Cetera Advisors LLC	16.63K	Mar 31, 24	+16.63K	0.02%
Quantitative Advantage, LLC	84.19K	Mar 31, 23	+17.38K	0.09%

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Holder

Date

Change

% Held

LPL Financial LLC

6.83M

Jun 30, 26

+962.74K

7.22%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

5.22M

Jun 30, 26

-12.27K

5.51%

AMERIPRISE FINANCIAL INC

4.51M

Jun 30, 26

+531.15K

4.77%

BANK OF AMERICA CORP /DE/

3.30M

Jun 30, 26

+594.23K

3.48%

Meeder Advisory Services, Inc.

2.37M

Jun 30, 26

+1.03K

2.50%

WELLS FARGO & COMPANY/MN

2.32M

Jun 30, 26

+159.40K

2.45%

MORGAN STANLEY

2.17M

Jun 30, 26

+533.18K

2.29%

RAYMOND JAMES FINANCIAL INC

1.91M

Jun 30, 26

+279.06K

2.02%

Cetera Investment Advisers

1.62M

Jun 30, 26

+168.72K

1.71%

Colony Group, LLC

1.26M

Jun 30, 26

+1.23M

1.33%

Miracle Mile Advisors, LLC

1.22M

Jun 30, 26

+191.40K

1.29%

Axiom Financial Strategies, LLC

1.18M

Jun 30, 26

-152.50K

1.25%

JANE STREET GROUP, LLC

1.02M

Jun 30, 26

+493.77K

1.08%

Sanctuary Advisors, LLC

967.79K

Jun 30, 26

+183.96K

1.02%

ADVISOR GROUP HOLDINGS, INC.

937.45K

Jun 30, 26

+394.46K

0.99%

HighTower Advisors, LLC

844.95K

Jun 30, 26

+687.12K

0.89%

New England Private Wealth Advisors LLC

835.99K

Jun 30, 26

+152.77K

0.88%

Waverly Advisors, LLC

835.22K

Jun 30, 26

+835.22K

0.88%

CENTRAL BANK & TRUST CO

793.15K

Jun 30, 26

+19.85K

0.84%

ENVESTNET ASSET MANAGEMENT INC

669.89K

Jun 30, 26

+92.16K

0.71%

Legacy CG, LLC

646.29K

Jun 30, 26

+12.81K

0.68%

STIFEL FINANCIAL CORP

618.33K

Jun 30, 26

+56.18K

0.65%

RFG Advisory, LLC

613.29K

Jun 30, 26

+44.16K

0.65%

Private Advisor Group, LLC

584.97K

Jun 30, 26

+230.31K

0.62%

JONES FINANCIAL COMPANIES LLLP

543.31K

Jun 30, 26

+134.88K

0.57%

TRUIST FINANCIAL CORP

535.34K

Jun 30, 26

-23.54K

0.57%

Midwest Financial Partners Investments, Inc.

534.97K

Jun 30, 26

+66.44K

0.57%

Bank of New York Mellon Corp

503.40K

Jun 30, 26

+34.37K

0.53%

AE Wealth Management LLC

470.91K

Jun 30, 26

+314.55K

0.50%

Brinker Capital Investments, LLC

444.07K

Jun 30, 26

-22.08K

0.47%

MFA WEALTH ADVISORS, LLC

426.56K

Jun 30, 26

+285.01K

0.45%

KESTRA PRIVATE WEALTH SERVICES, LLC

402.25K

Jun 30, 26

+16.70K

0.42%

NewEdge Advisors, LLC

369.98K

Jun 30, 26

+85.21K

0.39%

Asio Capital, LLC

363.94K

Jun 30, 26

+16.62K

0.38%

Wright Fund Management, LLC

351.20K

Jun 30, 26

0.37%

Prentice Wealth Management LLC

330.46K

Jun 30, 26

+41.24K

0.35%

JPMORGAN CHASE & CO

326.92K

Jun 30, 26

-179.29K

0.35%

COMMONWEALTH EQUITY SERVICES, LLC

318.15K

Jun 30, 26

+18.32K

0.34%

Cambridge Investment Research Advisors, Inc.

315.63K

Jun 30, 26

+66.19K

0.33%

Beacon Bridge Wealth Partners, LLC

314.71K

Jun 30, 26

+111.38K

0.33%

MML INVESTORS SERVICES, LLC

306.70K

Jun 30, 26

+70.44K

0.32%

Equitable Holdings, Inc.

264.52K

Jun 30, 26

+26.73K

0.28%

FRANKLIN RESOURCES INC

260.80K

Jun 30, 26

+100.42K

0.28%

HighPoint Advisor Group LLC

247.53K

Jun 30, 26

+23.05K

0.26%

VestGen Advisors, LLC

237.75K

Jun 30, 26

-8.90K

0.25%

BlueStem Wealth Partners, LLC

228.17K

Jun 30, 26

+12.64K

0.24%

HANCOCK WHITNEY CORP

227.63K

Jun 30, 26

+16.63K

0.24%

Retirement Planning Group

225.52K

Jun 30, 26

+49.30K

0.24%

Legacy Financial Advisors, Inc.

222.09K

Jun 30, 26

+32.52K

0.23%

Certified Advisory Corp

216.41K

Jun 30, 26

+63.76K

0.23%

Wealth Alliance Advisory Group, LLC

215.20K

Jun 30, 26

+6.53K

0.23%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

209.38K

Jun 30, 26

+92.30K

0.22%

Fundamentum, LLC

185.05K

Jun 30, 26

+185.05K

0.20%

Steward Partners Investment Advisory, LLC

180.94K

Jun 30, 26

+30.80K

0.19%

ROYAL BANK OF CANADA

174.22K

Jun 30, 26

+83.01K

0.18%

Stratos Wealth Advisors, LLC

167.17K

Jun 30, 26

+75.18K

0.18%

Concurrent Investment Advisors, LLC

163.50K

Jun 30, 26

-5.08K

0.17%

Summit Financial, LLC

161.88K

Jun 30, 26

-495

0.17%

Elequin Securities, LLC

149.29K

Jun 30, 26

+149.29K

0.16%

Kestra Advisory Services, LLC

148.10K

Jun 30, 26

+46.99K

0.16%

ROBINSON SMITH WEALTH ADVISORS LLC

140.98K

Jun 30, 26

-14.87K

0.15%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

140.15K

Jun 30, 26

+140.15K

0.15%

Smartleaf Asset Management LLC

135.02K

Jun 30, 26

0.14%

AssuredPartners Investment Advisors, LLC

127.31K

Jun 30, 26

+3.98K

0.13%

Sequent Planning LLC

126.32K

Jun 30, 26

+8.49K

0.13%

CROBAN

124.86K

Jun 30, 26

+592

0.13%

PENNEY FINANCIAL, LLC

124.60K

Jun 30, 26

-168.42K

0.13%

Madrid Wealth Management, LLC

123.70K

Jun 30, 26

+19.00K

0.13%

Total Clarity Wealth Management, Inc.

117.92K

Jun 30, 26

+17.71K

0.12%

Buck Wealth Strategies, LLC

117.13K

Jun 30, 26

+52.64K

0.12%

AMERICAN FINANCIAL & TAX STRATEGIES INC

117.05K

Jun 30, 26

-2.40K

0.12%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

116.48K

Jun 30, 26

+60.23K

0.12%

Patriot Financial Group Insurance Agency, LLC

116.41K

Jun 30, 26

-96.05K

0.12%

NATIXIS ADVISORS, L.P.

109.59K

Jun 30, 26

+30.12K

0.12%

AdvisorNet Financial, Inc

105.31K

Jun 30, 26

+19.75K

0.11%

Janney Montgomery Scott LLC

104.63K

Jun 30, 26

+16.58K

0.11%

One Degree Advisors Inc

103.08K

Jun 30, 26

-108

0.11%

ShoreHaven Wealth Partners, LLC

101.73K

Jun 30, 26

+30.68K

0.11%

Embree Financial Group

96.51K

Jun 30, 26

+5.60K

0.10%

ARWA LLC

96.45K

Jun 30, 26

+19.36K

0.10%

Redhawk Wealth Advisors, Inc.

96.21K

Jun 30, 26

+9.53K

0.10%

Fire Capital Management LLC

95.36K

Jun 30, 26

+7.70K

0.10%

Hobart Private Capital, LLC

92.31K

Jun 30, 26

+79.28K

0.10%

Leeward Financial Partners, LLC

92.30K

Jun 30, 26

-448

0.10%

BENJAMIN EDWARDS INC

86.76K

Jun 30, 26

-3.08K

0.09%

Advisory Services Network, LLC

83.02K

Jun 30, 26

+7.98K

0.09%

IHT Wealth Management, LLC

79.11K

Jun 30, 26

+64.49K

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

77.83K

Jun 30, 26

+18.63K

0.08%

ABOUND FINANCIAL, LLC

76.38K

Jun 30, 26

-1.64K

0.08%

Geneos Wealth Management Inc.

73.96K

Jun 30, 26

+857

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

71.76K

Jun 30, 26

+16.22K

0.08%

ADAPT WEALTH ADVISORS, LLC

69.29K

Jun 30, 26

+11.32K

0.07%

Tower Research Capital LLC (TRC)

68.93K

Jun 30, 26

+68.93K

0.07%

CGN Advisors LLC

67.17K

Jun 30, 26

+47.58K

0.07%

Global Retirement Partners, LLC

65.58K

Jun 30, 26

+65.58K

0.07%

OLD MISSION CAPITAL LLC

65.29K

Jun 30, 26

+65.29K

0.07%

HARBOUR INVESTMENTS, INC.

62.57K

Jun 30, 26

+24.70K

0.07%

Coastal Bridge Advisors, LLC

61.91K

Jun 30, 26

+12.33K

0.07%

Evergreen Wealth Partners LLC

60.40K

Jun 30, 26

+40.59K

0.06%

Landmark Wealth Management, LLC

60.34K

Jun 30, 26

+6.74K

0.06%

Quadrature Capital Ltd

58.24K

Jun 30, 26

+58.24K

0.06%

SFG Wealth Management, LLC.

53.67K

Jun 30, 26

+62

0.06%

CULLEN/FROST BANKERS, INC.

53.07K

Jun 30, 26

+11.50K

0.06%

Meridian Wealth Management, LLC

52.53K

Jun 30, 26

+5.09K

0.06%

Uniting Wealth Partners, LLC

52.06K

Jun 30, 26

-586

0.05%

Advyzon Investment Management, LLC

48.79K

Jun 30, 26

+13.48K

0.05%

Clarity Retirement & Wealth, LLC

48.42K

Jun 30, 26

+3.10K

0.05%

PRIVATE TRUST CO NA

46.67K

Jun 30, 26

+3.18K

0.05%

TrueWealth Advisors, LLC

46.32K

Jun 30, 26

+2.45K

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

45.35K

Jun 30, 26

+45.35K

0.05%

BETO FINANCIAL GROUP, LLC

44.80K

Jun 30, 26

+2.27K

0.05%

Cornerstone Wealth Management, LLC

43.84K

Jun 30, 26

+34.83K

0.05%

Perigon Wealth Management, LLC

43.80K

Jun 30, 26

-1.20K

0.05%

XY Planning Network, Inc.

43.65K

Jun 30, 26

+43.65K

0.05%

KENNEDY INVESTMENT GROUP

43.43K

Jun 30, 26

+8.23K

0.05%

HICKS CAPITAL MANAGEMENT LLC

43.03K

Jun 30, 26

+23.74K

0.05%

Cedar Point Capital Partners, LLC

42.72K

Jun 30, 26

+1.26K

0.05%

Essex Financial Services, Inc.

41.78K

Jun 30, 26

+9.46K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

41.47K

Jun 30, 26

-555

0.04%

Collaborative Wealth Managment Inc.

41.42K

Jun 30, 26

+2.55K

0.04%

WULFF, HANSEN & CO.

41.19K

Jun 30, 26

0.04%

Rockefeller Capital Management L.P.

39.74K

Jun 30, 26

+38.19K

0.04%

GOLDMAN SACHS GROUP INC

38.98K

Jun 30, 26

+38.98K

0.04%

Summit Financial Consulting LLC

38.16K

Jun 30, 26

+753

0.04%

Integrated Wealth Concepts LLC

37.94K

Jun 30, 26

+3.28K

0.04%

Hidden Cove Wealth Management, LLC

37.86K

Jun 30, 26

+37.86K

0.04%

Golden State Wealth Management, LLC

37.15K

Jun 30, 26

+1.05K

0.04%

VISTA INVESTMENT MANAGEMENT

37.06K

Jun 30, 26

+37.06K

0.04%

Diversify Advisory Services, LLC

36.81K

Jun 30, 26

+36.81K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

36.81K

Jun 30, 26

-374

0.04%

MMA ASSET MANAGEMENT LLC

36.40K

Jun 30, 26

+2.09K

0.04%

Oak Barrel Wealth Advisory LLC

36.23K

Jun 30, 26

+36.23K

0.04%

Philip James Wealth Mangement, LLC

35.77K

Jun 30, 26

-3.75K

0.04%

Per Stirling Capital Management, LLC.

34.55K

Jun 30, 26

+245

0.04%

Cresset Asset Management, LLC

34.48K

Jun 30, 26

0.04%

Smart Money Group LLC

34.47K

Jun 30, 26

+3.38K

0.04%

Sigma Planning Corp

34.39K

Jun 30, 26

+16.24K

0.04%

SHP Wealth Management

34.31K

Jun 30, 26

+636

0.04%

CITADEL ADVISORS LLC

33.72K

Jun 30, 26

+33.72K

0.04%

Gladstone Institutional Advisory LLC

33.69K

Jun 30, 26

+3.86K

0.04%

Peck Wealth Management, LLC

32.91K

Jun 30, 26

+1.40K

0.03%

Spire Wealth Management

32.39K

Jun 30, 26

+972

0.03%

Prospera Financial Services Inc

31.97K

Jun 30, 26

+3.53K

0.03%

SAX WEALTH ADVISORS, LLC

30.69K

Jun 30, 26

+30.69K

0.03%

CAPTRUST FINANCIAL ADVISORS

29.86K

Jun 30, 26

-899

0.03%

Milestones Private Investment Advisors LLC

29.86K

Jun 30, 26

0.03%

D.A. DAVIDSON & CO.

29.19K

Jun 30, 26

+1.96K

0.03%

Evergreen Wealth Solutions, LLC

28.54K

Jun 30, 26

+2.68K

0.03%

Tulsa Wealth Advisors, INC

27.67K

Jun 30, 26

+3.63K

0.03%

J.W. COLE ADVISORS, INC.

27.54K

Jun 30, 26

+27.54K

0.03%

Good Harbor Advisors, Inc.

26.65K

Jun 30, 26

0.03%

WCG Wealth Advisors LLC

26.57K

Jun 30, 26

+2.18K

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

26.38K

Jun 30, 26

+26.38K

0.03%

Pinnacle Financial Partners, Inc.

25.34K

Jun 30, 26

+6.36K

0.03%

IFP Advisors, Inc

25.05K

Jun 30, 26

+3.06K

0.03%

Tortoise Investment Management, LLC

25.00K

Jun 30, 26

+2.60K

0.03%

PRINCIPAL SECURITIES, INC.

24.20K

Jun 30, 26

+809

0.03%

Members Advisory Group LLC

24.04K

Jun 30, 26

+4.67K

0.03%

NATIONAL BANK OF CANADA /FI/

24.00K

Jun 30, 26

0.03%

IFG Advisory, LLC

23.55K

Jun 30, 26

+23.55K

0.02%

Tenzing Financial LLC

23.29K

Jun 30, 26

+5.02K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

23.20K

Jun 30, 26

-146

0.02%

First Heartland Consultants, Inc.

22.90K

Jun 30, 26

+3.17K

0.02%

Western Wealth Management, LLC

22.84K

Jun 30, 26

+132

0.02%

VERUS WEALTH MANAGEMENT, LLC

22.42K

Jun 30, 26

+518

0.02%

Atria Investments, Inc

21.87K

Jun 30, 26

+3.63K

0.02%

ASSETMARK, INC

21.48K

Jun 30, 26

+3.76K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

20.26K

Jun 30, 26

+209

0.02%

MASSMUTUAL TRUST CO FSB/ADV

17.09K

Jun 30, 26

+45

0.02%

AIRE ADVISORS, LLC

16.49K

Jun 30, 26

+1.35K

0.02%

Ashton Thomas Private Wealth, LLC

16.39K

Jun 30, 26

+1.08K

0.02%

Wedmont Private Capital

16.35K

Jun 30, 26

0.02%

Advisor Resource Council

15.99K

Jun 30, 26

+7.44K

0.02%

Mallini Complete Financial Planning LLC

15.59K

Jun 30, 26

+161

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.40K

Jun 30, 26

0.02%

Bill Few Associates, Inc.

15.30K

Jun 30, 26

0.02%

TRUE BLUE FINANCIAL, LLC

15.28K

Jun 30, 26

0.02%

Gerald Baker Financial Group LLC

15.17K

Jun 30, 26

+4.70K

0.02%

PW Nova Financial Services LLC

15.00K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

14.34K

Jun 30, 26

0.02%

Arkadios Wealth Advisors

14.10K

Jun 30, 26

+5.58K

0.01%

Dynamic Advisor Solutions LLC

14.03K

Jun 30, 26

+14.03K

0.01%

Financial Partners Group, Inc

13.72K

Jun 30, 26

+1.53K

0.01%

NewSquare Capital LLC

12.96K

Jun 30, 26

+246

0.01%

HOWARD WEALTH MANAGEMENT, LLC

12.67K

Jun 30, 26

+689

0.01%

CARY STREET PARTNERS FINANCIAL LLC

12.50K

Jun 30, 26

+2.46K

0.01%

CASTLE WEALTH MANAGEMENT LLC

12.40K

Jun 30, 26

0.01%

Phoenix Wealth Advisors

12.00K

Jun 30, 26

0.01%

WINEBRENNER CAPITAL MANAGEMENT LLC

12.00K

Jun 30, 26

0.01%

Baird Financial Group, Inc.

11.89K

Jun 30, 26

+895

0.01%

Capital Analysts, LLC

11.53K

Jun 30, 26

+155

0.01%

Blueprint Financial Advisors LLC

11.08K

Jun 30, 26

+11.08K

0.01%

Blueprint Investment Partners LLC

11.08K

Jun 30, 26

+11.08K

0.01%

Beverly Hills Private Wealth, LLC

10.94K

Jun 30, 26

-857

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

10.86K

Jun 30, 26

+10.86K

0.01%

Quantinno Capital Management LP

10.59K

Jun 30, 26

-567

0.01%

WRAPMANAGER INC

10.57K

Jun 30, 26

+10.57K

0.01%

Brookwood Investment Group LLC

10.11K

Jun 30, 26

+32

0.01%

CI Private Wealth, LLC

10.10K

Jun 30, 26

-17.20K

0.01%

Valued Retirements, Inc.

10.00K

Jun 30, 26

0.01%

Gateway Wealth Partners, LLC

9.71K

Jun 30, 26

-7.02K

0.01%

NorthRock Partners, LLC

9.70K

Jun 30, 26

+9.70K

0.01%

Resources Investment Advisors, LLC.

9.70K

Jun 30, 26

+9.70K

0.01%

VICTORY FINANCIAL GROUP, LLC

9.32K

Jun 30, 26

+9.32K

0.01%

Continuum Advisory, LLC

9.30K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

9.29K

Jun 30, 26

0.01%

DAVENPORT & Co LLC

9.24K

Jun 30, 26

-3.87K

0.01%

Wealthcare Advisory Partners LLC

9.07K

Jun 30, 26

-19.73K

0.01%

Vise Technologies, Inc.

8.73K

Jun 30, 26

+8.73K

0.01%

Latitude Advisors, LLC

8.69K

Jun 30, 26

-1.91K

0.01%

Duncan Williams Asset Management, LLC

8.14K

Jun 30, 26

+8.14K

0.01%

MONECO Advisors, LLC

8.03K

Jun 30, 26

+8.03K

0.01%

Hayek Kallen Investment Management

8.00K

Jun 30, 26

+8.00K

0.01%

Riverbend Wealth Management, LLC

7.98K

Jun 30, 26

+7.98K

0.01%

MPWM ADVISORY SOLUTIONS, LLC

7.13K

Jun 30, 26

-1.16K

0.01%

FIDUCIARY FINANCIAL ADVISORS

6.81K

Jun 30, 26

+6.81K

0.01%

TD PRIVATE CLIENT WEALTH LLC

6.62K

Jun 30, 26

+5.88K

0.01%

SouthState Corp

5.75K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

4.71K

Jun 30, 26

+43

0.00%

RICHARDS, MERRILL & PETERSON, INC.

4.00K

Jun 30, 26

+4.00K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

3.03K

Jun 30, 26

+3.03K

0.00%

GAMMA Investing LLC

2.37K

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

754

Jun 30, 26

0.00%

Signature Equity Partners, LLC

701

Jun 30, 26

-245

0.00%

US BANCORP \DE\

553

Jun 30, 26

+553

0.00%

Quent Capital, LLC

242

Jun 30, 26

+242

0.00%

HANTZ FINANCIAL SERVICES, INC.

147

Jun 30, 26

+147

0.00%

Trust Co

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-5

0.00%

UBS Group AG

Jun 30, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-12.11K

MAI Capital Management

Jun 30, 26

-896

PFG Advisors

Jun 30, 26

-8.88K

Allworth Financial LP

Jun 30, 26

-1.00K

Independent Advisor Alliance

Jun 30, 26

-328.52K

BOKF, NA

Jun 30, 26

-1.78K

FLOW TRADERS U.S. LLC

Jun 30, 26

-65.85K

Basepoint Wealth LLC

Jun 30, 26

-8

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-2.85K

Noble Family Wealth, LLC

Jun 30, 26

-12.45K

Visionary Wealth Advisors

Jun 30, 26

-14.08K

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

-47

Mariner, LLC

Jun 30, 26

-245.17K

Lido Advisors, LLC

Jun 30, 26

-54.25K

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

5.23M

Mar 31, 26

+2.87M

5.53%

Meeder Advisory Services, Inc.

2.37M

Mar 31, 26

+473.02K

2.50%

WELLS FARGO & COMPANY/MN

2.16M

Mar 31, 26

+628.40K

2.28%

RAYMOND JAMES FINANCIAL INC

1.63M

Mar 31, 26

+269.25K

1.72%

Axiom Financial Strategies, LLC

1.34M

Mar 31, 26

+1.34M

1.41%

Miracle Mile Advisors, LLC

1.03M

Mar 31, 26

+1.03M

1.09%

CENTRAL BANK & TRUST CO

773.29K

Mar 31, 26

+67.87K

0.82%

TruWealth Advisors, LLC

746.25K

Mar 31, 26

+137.67K

0.79%

New England Private Wealth Advisors LLC

683.22K

Mar 31, 26

+157.34K

0.72%

Legacy CG, LLC

633.48K

Mar 31, 26

+129.06K

0.67%

ENVESTNET ASSET MANAGEMENT INC

577.73K

Mar 31, 26

+225.45K

0.61%

TRUIST FINANCIAL CORP

558.88K

Mar 31, 26

+41.90K

0.59%

JPMORGAN CHASE & CO

506.20K

Mar 31, 26

+312.52K

0.53%

Bank of New York Mellon Corp

469.03K

Mar 31, 26

+93.59K

0.50%

JONES FINANCIAL COMPANIES LLLP

408.44K

Mar 31, 26

+155.67K

0.43%

Private Advisor Group, LLC

354.66K

Mar 31, 26

+75.02K

0.37%

Wright Fund Management, LLC

351.20K

Mar 31, 26

+264.90K

0.37%

Asio Capital, LLC

347.32K

Mar 31, 26

+80.78K

0.37%

CWM, LLC

334.01K

Mar 31, 26

+27.35K

0.35%

Independent Advisor Alliance

328.52K

Mar 31, 26

+328.52K

0.35%

Cambridge Investment Research Advisors, Inc.

249.45K

Mar 31, 26

+36.15K

0.26%

Equitable Holdings, Inc.

237.80K

Mar 31, 26

+22.18K

0.25%

MML INVESTORS SERVICES, LLC

236.25K

Mar 31, 26

+178.20K

0.25%

BlueStem Wealth Partners, LLC

215.52K

Mar 31, 26

-1.49K

0.23%

Patriot Financial Group Insurance Agency, LLC

212.46K

Mar 31, 26

+113.92K

0.22%

Wealth Alliance Advisory Group, LLC

208.68K

Mar 31, 26

+43.91K

0.22%

Beacon Bridge Wealth Partners, LLC

203.34K

Mar 31, 26

+49.55K

0.21%

Legacy Financial Advisors, Inc.

189.57K

Mar 31, 26

+9.00K

0.20%

Concurrent Investment Advisors, LLC

168.58K

Mar 31, 26

+130.10K

0.18%

FRANKLIN RESOURCES INC

160.38K

Mar 31, 26

+48.15K

0.17%

HighTower Advisors, LLC

157.83K

Mar 31, 26

+55.66K

0.17%

AE Wealth Management LLC

156.37K

Mar 31, 26

+140.86K

0.17%

Certified Advisory Corp

152.65K

Mar 31, 26

+43.72K

0.16%

MFA WEALTH ADVISORS, LLC

141.55K

Mar 31, 26

+141.55K

0.15%

Smartleaf Asset Management LLC

135.02K

Mar 31, 26

+4.98K

0.14%

CROBAN

124.26K

Mar 31, 26

+20.15K

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

117.08K

Mar 31, 26

+46.26K

0.12%

One Degree Advisors Inc

103.19K

Mar 31, 26

-17.48K

0.11%

Stratos Wealth Advisors, LLC

91.99K

Mar 31, 26

+8.62K

0.10%

Janney Montgomery Scott LLC

88.05K

Mar 31, 26

+17.57K

0.09%

Redhawk Wealth Advisors, Inc.

86.68K

Mar 31, 26

+18.17K

0.09%

NATIXIS ADVISORS, L.P.

79.47K

Mar 31, 26

+49.32K

0.08%

ABOUND FINANCIAL, LLC

78.01K

Mar 31, 26

-3.87K

0.08%

ShoreHaven Wealth Partners, LLC

71.05K

Mar 31, 26

-945

0.08%

FLOW TRADERS U.S. LLC

65.85K

Mar 31, 26

+34.04K

0.07%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

56.24K

Mar 31, 26

+55.89K

0.06%

Lido Advisors, LLC

54.25K

Mar 31, 26

+54.25K

0.06%

Landmark Wealth Management, LLC

53.60K

Mar 31, 26

+18.66K

0.06%

Coastal Bridge Advisors, LLC

49.59K

Mar 31, 26

+10.23K

0.05%

TrueWealth Advisors, LLC

43.87K

Mar 31, 26

+6.18K

0.05%

PRIVATE TRUST CO NA

43.49K

Mar 31, 26

+20.90K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

42.03K

Mar 31, 26

+1.84K

0.04%

CULLEN/FROST BANKERS, INC.

41.57K

Mar 31, 26

+8.63K

0.04%

Cedar Point Capital Partners, LLC

41.47K

Mar 31, 26

+5.13K

0.04%

WULFF, HANSEN & CO.

41.19K

Mar 31, 26

0.04%

Philip James Wealth Mangement, LLC

39.51K

Mar 31, 26

+867

0.04%

HARBOUR INVESTMENTS, INC.

37.87K

Mar 31, 26

+27.58K

0.04%

Golden State Wealth Management, LLC

36.10K

Mar 31, 26

+334

0.04%

Cresset Asset Management, LLC

34.48K

Mar 31, 26

+34.48K

0.04%

MMA ASSET MANAGEMENT LLC

34.31K

Mar 31, 26

+3.87K

0.04%

Per Stirling Capital Management, LLC.

34.30K

Mar 31, 26

+250

0.04%

Spire Wealth Management

31.42K

Mar 31, 26

+1.69K

0.03%

Smart Money Group LLC

31.08K

Mar 31, 26

+2.32K

0.03%

Gladstone Institutional Advisory LLC

29.82K

Mar 31, 26

-1.33K

0.03%

CI Private Wealth, LLC

27.30K

Mar 31, 26

+4.00K

0.03%

D.A. DAVIDSON & CO.

27.23K

Mar 31, 26

0.03%

Evergreen Wealth Solutions, LLC

25.86K

Mar 31, 26

+2.39K

0.03%

WCG Wealth Advisors LLC

24.39K

Mar 31, 26

-1.03K

0.03%

NATIONAL BANK OF CANADA /FI/

24.00K

Mar 31, 26

0.03%

PRINCIPAL SECURITIES, INC.

23.39K

Mar 31, 26

+755

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

23.34K

Mar 31, 26

+4.29K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

20.05K

Mar 31, 26

+9.79K

0.02%

First Heartland Consultants, Inc.

19.73K

Mar 31, 26

+3.49K

0.02%

CGN Advisors LLC

19.58K

Mar 31, 26

+19.58K

0.02%

Atria Investments, Inc

18.25K

Mar 31, 26

+2.58K

0.02%

Sigma Planning Corp

18.16K

Mar 31, 26

+2.33K

0.02%

ASSETMARK, INC

17.71K

Mar 31, 26

+7.02K

0.02%

Gateway Wealth Partners, LLC

16.73K

Mar 31, 26

+16.73K

0.02%

INTEGRITY WEALTH ADVISORS, INC.

16.35K

Mar 31, 26

-2.39K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.40K

Mar 31, 26

+900

0.02%

Ashton Thomas Private Wealth, LLC

15.31K

Mar 31, 26

0.02%

Bill Few Associates, Inc.

15.30K

Mar 31, 26

0.02%

TRUE BLUE FINANCIAL, LLC

15.28K

Mar 31, 26

0.02%

AIRE ADVISORS, LLC

15.14K

Mar 31, 26

+15.14K

0.02%

OPPENHEIMER & CO INC

14.34K

Mar 31, 26

0.02%

Visionary Wealth Advisors

14.08K

Mar 31, 26

-1.13K

0.01%

DAVENPORT & Co LLC

13.11K

Mar 31, 26

-1.06K

0.01%

NewSquare Capital LLC

12.71K

Mar 31, 26

+505

0.01%

Noble Family Wealth, LLC

12.45K

Mar 31, 26

0.01%

CASTLE WEALTH MANAGEMENT LLC

12.40K

Mar 31, 26

0.01%

Financial Partners Group, Inc

12.19K

Mar 31, 26

+12.19K

0.01%

Phoenix Wealth Advisors

12.00K

Mar 31, 26

0.01%

Beverly Hills Private Wealth, LLC

11.79K

Mar 31, 26

0.01%

Quantinno Capital Management LP

11.16K

Mar 31, 26

+11.16K

0.01%

Baird Financial Group, Inc.

11.00K

Mar 31, 26

+11.00K

0.01%

Latitude Advisors, LLC

10.60K

Mar 31, 26

+52

0.01%

Continuum Advisory, LLC

9.30K

Mar 31, 26

0.01%

Cornerstone Wealth Management, LLC

9.01K

Mar 31, 26

+366

0.01%

PFG Advisors

8.88K

Mar 31, 26

+49

0.01%

Ameritas Investment Partners, Inc.

4.67K

Mar 31, 26

+630

0.00%

Legacy Wealth Managment, LLC/ID

2.85K

Mar 31, 26

+2.50K

0.00%

Rockefeller Capital Management L.P.

1.55K

Mar 31, 26

-123

0.00%

Allworth Financial LP

1.00K

Mar 31, 26

0.00%

MAI Capital Management

896

Mar 31, 26

+150

0.00%

Cornerstone Planning Group LLC

747

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

739

Mar 31, 26

+739

0.00%

Trust Co

Mar 31, 26

+30

0.00%

Wayfinding Financial, LLC

Mar 31, 26

-10.25K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-34.22K

Tower Research Capital LLC (TRC)

Mar 31, 26

-7.16K

US BANCORP \DE\

Mar 31, 26

-3.94K

Capital Investment Advisory Services, LLC

Mar 31, 26

-150

Quadrature Capital Ltd

Mar 31, 26

-33.71K

Econ Financial Services Corp

Mar 31, 26

-21.32K

Duncan Williams Asset Management, LLC

Mar 31, 26

-12.59K

TrueWealth Financial Partners

Mar 31, 26

-15.28K

NorthRock Partners, LLC

Mar 31, 26

-13.15K

Elequin Securities, LLC

Mar 31, 26

-186.70K

Creative Planning

Mar 31, 26

-10.06K

HRT FINANCIAL LP

Mar 31, 26

-29.33K

Diversify Advisory Services, LLC

Mar 31, 26

-50.99K

Bowman & Co S.C.

56.82K

Dec 31, 25

+704

0.06%

COMERICA BANK

3.82K

Dec 31, 25

-3.04K

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-103

Financial Advocates Investment Management

15.14K

Sep 30, 25

-32.60K

0.02%

Pineridge Advisors LLC

3.49K

Sep 30, 25

-92

0.00%

Atria Wealth Solutions, Inc.

24.89K

Jun 30, 25

+13.10K

0.03%

AVANTAX ADVISORY SERVICES, INC.

14.92K

Jun 30, 25

+14.92K

0.02%

Congress Wealth Management LLC / DE /

13.94K

Jun 30, 25

+13.94K

0.01%

Sabal Trust CO

44.41K

Mar 31, 25

+44.41K

0.05%

Orion Portfolio Solutions, LLC

36.28K

Mar 31, 25

-7.00K

0.04%

Raymond James Financial Services Advisors, Inc.

153.32K

Sep 30, 24

+15.38K

0.16%

RAYMOND JAMES & ASSOCIATES

45.98K

Sep 30, 24

+5.25K

0.05%

RAYMOND JAMES TRUST N.A.

9.98K

Sep 30, 24

+9.98K

0.01%

Aspire Wealth Management Corp

7.21K

Sep 30, 24

0.01%

VitalStone Financial, LLC

1.50K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.61K

Jun 30, 24

-1.41K

0.01%

Atlas Private Wealth Management

47.59K

Mar 31, 24

+1.04K

0.05%

Cetera Advisor Networks LLC

21.46K

Mar 31, 24

+3.16K

0.02%

Cetera Advisors LLC

16.63K

Mar 31, 24

+16.63K

0.02%

Quantitative Advantage, LLC

84.19K

Mar 31, 23

+17.38K

0.09%