TCW Flexible Income ETF(FLXR)

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TCW Flexible Income ETF(FLXR)

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FLXR(FLXR)

FLXR

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

Institutional Ownership

Top 179 Institutional Holders

Holder	Shares	Date	Change	% Held
First Pacific Financial	2.36M	Jun 30, 26	+71.12K	5.02%
Morton Capital Management LLC/CA	1.83M	Jun 30, 26	+12.19K	3.90%
CARY STREET PARTNERS FINANCIAL LLC	1.53M	Jun 30, 26	-5.63K	3.26%
Keudell/Morrison Wealth Management	1.01M	Jun 30, 26	-88.88K	2.16%
PEAK FINANCIAL ADVISORS LLC	889.80K	Jun 30, 26	+254.78K	1.90%
Leelyn Smith, LLC	821.98K	Jun 30, 26	+30.82K	1.75%
TECTONIC ADVISORS LLC	751.87K	Jun 30, 26	+64.66K	1.60%
HIGHLINE WEALTH PARTNERS LLC	674.89K	Jun 30, 26	+653.26K	1.44%
True North Advisors, LLC	484.71K	Jun 30, 26	-24.20K	1.03%
EXCHANGE TRADED CONCEPTS, LLC	462.38K	Jun 30, 26	-28.58K	0.99%
Peak Financial Management, Inc.	303.12K	Jun 30, 26	+23.47K	0.65%
White & Co Financial Planning Inc	300.92K	Jun 30, 26	+41.37K	0.64%
Onyx Bridge Wealth Group LLC	232.08K	Jun 30, 26	-156.92K	0.49%
TRUIST FINANCIAL CORP	222.83K	Jun 30, 26	+77.50K	0.47%
3EDGE Asset Management, LP	192.68K	Jun 30, 26	+7.79K	0.41%
Etesian Wealth Advisors, Inc.	183.51K	Jun 30, 26	+33.99K	0.39%
Mesirow Financial Investment Management, Inc.	154.01K	Jun 30, 26	+22.71K	0.33%
Brookwood Investment Group LLC	146.68K	Jun 30, 26	-858	0.31%
KPP Advisory Services LLC	141.81K	Jun 30, 26	+27.72K	0.30%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	131.16K	Jun 30, 26	+53.31K	0.28%
Envestnet Portfolio Solutions, Inc.	110.89K	Jun 30, 26	+12.79K	0.24%
AXXCESS WEALTH MANAGEMENT, LLC	107.82K	Jun 30, 26	+1.92K	0.23%
Kestra Advisory Services, LLC	102.18K	Jun 30, 26	+102.18K	0.22%
Cambridge Investment Research Advisors, Inc.	79.52K	Jun 30, 26	+2.62K	0.17%
D.A. DAVIDSON & CO.	75.50K	Jun 30, 26	+2.92K	0.16%
KESTRA PRIVATE WEALTH SERVICES, LLC	61.14K	Jun 30, 26	+26.19K	0.13%
Concord Wealth Partners	58.59K	Jun 30, 26	-3.96K	0.12%
MATHER GROUP, LLC.	58.56K	Jun 30, 26	+7.60K	0.12%
Spinnaker Investment Group, LLC	52.58K	Jun 30, 26	+38.45K	0.11%
Atlas Wealth LLC	39.79K	Jun 30, 26	-21.21K	0.08%
Encompass More Asset Management	35.60K	Jun 30, 26	+5.22K	0.08%
Apollon Financial, LLC	28.76K	Jun 30, 26	-1.00K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	28.59K	Jun 30, 26	+1.50K	0.06%
Prospera Financial Services Inc	26.44K	Jun 30, 26	+15.79K	0.06%
ENCOMPASS WEALTH ADVISORS, LLC	20.83K	Jun 30, 26	+7.23K	0.04%
Bridgewealth Advisory Group, LLC	20.54K	Jun 30, 26	-1.07K	0.04%
BARNES PETTEY FINANCIAL ADVISORS, LLC	18.74K	Jun 30, 26	+745	0.04%
WEDBUSH SECURITIES INC	14.96K	Jun 30, 26	+574	0.03%
Bensler, LLC	13.85K	Jun 30, 26	+5.98K	0.03%
Dynamic Advisor Solutions LLC	13.33K	Jun 30, 26	+1.84K	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	10.32K	Jun 30, 26	+10.32K	0.02%
PARK AVENUE SECURITIES LLC	9.73K	Jun 30, 26	-2.55K	0.02%
Concurrent Investment Advisors, LLC	9.10K	Jun 30, 26	+138	0.02%
Atria Investments, Inc	8.67K	Jun 30, 26	+1.98K	0.02%
Cooper Financial Group	8.67K	Jun 30, 26	-490	0.02%
Breakwater Capital Group	8.37K	Jun 30, 26	+8.37K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	6.14K	Jun 30, 26	+459	0.01%
DHJJ Financial Advisors, Ltd.	5.79K	Jun 30, 26	+5.79K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	5.79K	Jun 30, 26	+5.79K	0.01%
BENJAMIN EDWARDS INC	5.58K	Jun 30, 26	+109	0.01%
Clear Creek Financial Management, LLC	5.56K	Jun 30, 26	+5.56K	0.01%
PRIVATE TRUST CO NA	3.96K	Jun 30, 26	+2.96K	0.01%
IFP Advisors, Inc	3.21K	Jun 30, 26	+841	0.01%
Signature Resources Capital Management, LLC	1.38K	Jun 30, 26	+1.38K	0.00%
CoreCap Advisors, LLC	952	Jun 30, 26	+952	0.00%
Pinnacle Bancorp, Inc.	714	Jun 30, 26	+41	0.00%
TSFG, LLC	238	Jun 30, 26	-2	0.00%
KAVAR CAPITAL PARTNERS GROUP, LLC	--	Jun 30, 26	-20.15K	--
WHITTIER TRUST CO	--	Jun 30, 26	-500	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-51	--
Nautilus Advisors LLC	--	Jun 30, 26	-8.76K	--
True Wealth Design, LLC	--	Jun 30, 26	-645	--
BANK OF AMERICA CORP /DE/	6.21M	Mar 31, 26	+1.41M	13.23%
CAPTRUST FINANCIAL ADVISORS	5.45M	Mar 31, 26	+280.44K	11.61%
UBS Group AG	3.59M	Mar 31, 26	+689.07K	7.64%
MORGAN STANLEY	3.22M	Mar 31, 26	+1.01M	6.86%
LPL Financial LLC	2.68M	Mar 31, 26	+178.69K	5.71%
RAYMOND JAMES FINANCIAL INC	1.76M	Mar 31, 26	+572.24K	3.75%
ENVESTNET ASSET MANAGEMENT INC	1.53M	Mar 31, 26	+243.08K	3.26%
Janney Montgomery Scott LLC	1.38M	Mar 31, 26	+156.34K	2.94%
WELLS FARGO & COMPANY/MN	1.29M	Mar 31, 26	+478.83K	2.75%
TCW GROUP INC	1.19M	Mar 31, 26	--	2.53%
STIFEL FINANCIAL CORP	1.18M	Mar 31, 26	+160.90K	2.52%
Francis Financial, Inc.	1.12M	Mar 31, 26	+198.31K	2.40%
M&T BANK CORP	856.96K	Mar 31, 26	-487.28K	1.83%
Morling Financial Advisors, LLC	793.65K	Mar 31, 26	+55.31K	1.69%
Family Management Corp	789.78K	Mar 31, 26	+396.46K	1.68%
ROYAL BANK OF CANADA	678.31K	Mar 31, 26	+23.18K	1.45%
NFP Retirement, Inc.	536.24K	Mar 31, 26	+536.24K	1.14%
Weaver Capital Management LLC	507.70K	Mar 31, 26	-3.03K	1.08%
Tidemark, LLC	465.03K	Mar 31, 26	+45.02K	0.99%
WJ Wealth Management, LLC	427.99K	Mar 31, 26	-16.98K	0.91%
Madison Asset Management, LLC	426.82K	Mar 31, 26	+177.18K	0.91%
Spectrum Wealth Advisory Group, LLC	425.10K	Mar 31, 26	+47.44K	0.91%
IHT Wealth Management, LLC	408.37K	Mar 31, 26	+218.83K	0.87%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	388.73K	Mar 31, 26	+57.82K	0.83%
HighTower Advisors, LLC	374.37K	Mar 31, 26	+332.76K	0.80%
FAGAN ASSOCIATES, INC.	361.18K	Mar 31, 26	+4.81K	0.77%
CWM, LLC	332.44K	Mar 31, 26	+66.05K	0.71%
Pasadena Private Wealth, LLC	316.11K	Mar 31, 26	-38.51K	0.67%
ADVISOR GROUP HOLDINGS, INC.	304.70K	Mar 31, 26	+194.47K	0.65%
BlueStem Wealth Partners, LLC	295.70K	Mar 31, 26	+16.32K	0.63%
Beacon Financial Advisory LLC	284.21K	Mar 31, 26	+24.37K	0.61%
Sentinus, LLC	269.64K	Mar 31, 26	+30.92K	0.57%
Ausdal Financial Partners, Inc.	263.19K	Mar 31, 26	+11.60K	0.56%
Baird Financial Group, Inc.	233.48K	Mar 31, 26	+91.23K	0.50%
WILEY BROS.-AINTREE CAPITAL, LLC	202.82K	Mar 31, 26	+90.87K	0.43%
Rockefeller Capital Management L.P.	192.82K	Mar 31, 26	+192.82K	0.41%
SRS Capital Advisors, Inc.	191.55K	Mar 31, 26	+18.17K	0.41%
THRIVENT FINANCIAL FOR LUTHERANS	191.30K	Mar 31, 26	+8.17K	0.41%
Steward Partners Investment Advisory, LLC	177.23K	Mar 31, 26	+8.83K	0.38%
COMMONWEALTH EQUITY SERVICES, LLC	157.36K	Mar 31, 26	+80.71K	0.34%
Per Stirling Capital Management, LLC.	147.26K	Mar 31, 26	+3.20K	0.31%
TRUIST FINANCIAL CORP	145.33K	Mar 31, 26	+131.31K	0.31%
Beckerman Institutional, LLC	138.18K	Mar 31, 26	+11.96K	0.29%
ANCHOR CAPITAL ADVISORS LLC	128.54K	Mar 31, 26	+128.54K	0.27%
Lunt Capital Management, Inc.	120.34K	Mar 31, 26	+8.15K	0.26%
BELLEVUE ASSET MANAGEMENT, LLC	115.40K	Mar 31, 26	+885	0.25%
Maridea Wealth Management LLC	114.04K	Mar 31, 26	+16.67K	0.24%
CITADEL ADVISORS LLC	106.90K	Mar 31, 26	+106.90K	0.23%
AXXCESS WEALTH MANAGEMENT, LLC	105.90K	Mar 31, 26	+1.61K	0.23%
Mariner, LLC	102.29K	Mar 31, 26	+14.66K	0.22%
MARSHALL INVESTMENT MANAGEMENT, LLC	101.53K	Mar 31, 26	+101.53K	0.22%
Capital Square, LLC	97.31K	Mar 31, 26	-5.34K	0.21%
Equitable Holdings, Inc.	87.04K	Mar 31, 26	+509	0.19%
Tandem Financial, LLC	77.70K	Mar 31, 26	+36.47K	0.17%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	71.00K	Mar 31, 26	+22.05K	0.15%
JPMORGAN CHASE & CO	69.59K	Mar 31, 26	+35.76K	0.15%
Cetera Investment Advisers	66.22K	Mar 31, 26	-9.93K	0.14%
OPPENHEIMER & CO INC	53.07K	Mar 31, 26	-1.94K	0.11%
JONES FINANCIAL COMPANIES LLLP	50.44K	Mar 31, 26	+8.92K	0.11%
Frontier Asset Management, LLC	48.61K	Mar 31, 26	-5.16K	0.10%
Keystone Financial Group	46.13K	Mar 31, 26	+5.81K	0.10%
PRINCIPAL SECURITIES, INC.	42.39K	Mar 31, 26	+3.73K	0.09%
Diversified Portfolios, Inc.	41.38K	Mar 31, 26	+10.23K	0.09%
JANE STREET GROUP, LLC	39.84K	Mar 31, 26	+39.84K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	34.95K	Mar 31, 26	+19.15K	0.07%
BNP PARIBAS ARBITRAGE, SNC	33.01K	Mar 31, 26	+21.70K	0.07%
Argent Trust Co	32.61K	Mar 31, 26	-3.33K	0.07%
Ariadne Wealth Management, LP	30.16K	Mar 31, 26	--	0.06%
MML INVESTORS SERVICES, LLC	29.97K	Mar 31, 26	-86.15K	0.06%
Retirement Planning Group	29.96K	Mar 31, 26	+29.96K	0.06%
UMB Bank, n.a.	28.23K	Mar 31, 26	--	0.06%
Alteri Wealth LLC	24.27K	Mar 31, 26	+24.27K	0.05%
MPWM ADVISORY SOLUTIONS, LLC	23.82K	Mar 31, 26	+23.82K	0.05%
CAP Partners, LLC	22.01K	Mar 31, 26	+489	0.05%
Fundamentum, LLC	20.98K	Mar 31, 26	+1.80K	0.04%
Advisory Services Network, LLC	18.23K	Mar 31, 26	+243	0.04%
Capstone Triton Financial Group, LLC	17.91K	Mar 31, 26	+8.95K	0.04%
Cerity Partners LLC	16.21K	Mar 31, 26	+16.21K	0.03%
Arkadios Wealth Advisors	14.73K	Mar 31, 26	-427	0.03%
Snowden Capital Advisors LLC	13.09K	Mar 31, 26	-949	0.03%
HARBOUR INVESTMENTS, INC.	12.35K	Mar 31, 26	+7.64K	0.03%
Geneos Wealth Management Inc.	9.43K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	9.32K	Mar 31, 26	+9.32K	0.02%
Peak Asset Management, LLC	9.09K	Mar 31, 26	+2.37K	0.02%
HFG Advisors, Inc.	8.84K	Mar 31, 26	-2.56K	0.02%
Pensionmark Financial Group, LLC	8.54K	Mar 31, 26	+1.64K	0.02%
OneAscent Financial Services LLC	7.59K	Mar 31, 26	+7.59K	0.02%
NorthRock Partners, LLC	7.52K	Mar 31, 26	+7.52K	0.02%
Darden Wealth Group Inc	7.26K	Mar 31, 26	+765	0.02%
Parallel Advisors, LLC	7.19K	Mar 31, 26	--	0.02%
Michels Family Financial, LLC	6.97K	Mar 31, 26	-180	0.01%
EVERETT HARRIS & CO /CA/	6.59K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	6.28K	Mar 31, 26	+6.28K	0.01%
Mutual Advisors, LLC	6.28K	Mar 31, 26	+6.28K	0.01%
Roberts Wealth Advisors, LLC	5.25K	Mar 31, 26	+5.25K	0.01%
Beacon Pointe Advisors, LLC	5.23K	Mar 31, 26	+5.23K	0.01%
BLB&B Advisors, LLC	5.12K	Mar 31, 26	+5.12K	0.01%
HOLLENCREST CAPITAL MANAGEMENT	2.56K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.13K	Mar 31, 26	-250	0.00%
BlackRock, Inc.	1.12K	Mar 31, 26	-7	0.00%
PRIVATE TRUST CO NA	1.00K	Mar 31, 26	+200	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	Mar 31, 26	+1	0.00%
THOROUGHBRED FINANCIAL SERVICES, LLC	--	Mar 31, 26	-5.14K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-1.54K	--
SOL Capital Management CO	--	Mar 31, 26	-13.13K	--
RITHOLTZ WEALTH MANAGEMENT	--	Mar 31, 26	-7.90K	--
Vantage Financial Partners, LLC	55.90K	Dec 31, 25	+6.32K	0.12%
ROVIN CAPITAL /UT/ /ADV	39.63K	Dec 31, 25	+2.56K	0.08%
Global Retirement Partners, LLC	14.63K	Dec 31, 25	+2.64K	0.03%
TUCKER ASSET MANAGEMENT LLC	12.70K	Dec 31, 25	+12.70K	0.03%
COMERICA BANK	9.73K	Dec 31, 25	+8.21K	0.02%
Litman Gregory Wealth Management LLC	5.23K	Dec 31, 25	--	0.01%
NAPA WEALTH MANAGEMENT	51.15K	Sep 30, 25	+26.52K	0.11%
SYNOVUS FINANCIAL CORP	14.28K	Sep 30, 25	+14.28K	0.03%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-115.58K	--
CARY STREET PARTNERS ASSET MANAGEMENT LLC	588.72K	Sep 30, 24	+230.91K	1.25%
BlackRock Inc.	1	Jun 30, 24	+1	0.00%

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Holder

Date

Change

% Held

First Pacific Financial

2.36M

Jun 30, 26

+71.12K

5.02%

Morton Capital Management LLC/CA

1.83M

Jun 30, 26

+12.19K

3.90%

CARY STREET PARTNERS FINANCIAL LLC

1.53M

Jun 30, 26

-5.63K

3.26%

Keudell/Morrison Wealth Management

1.01M

Jun 30, 26

-88.88K

2.16%

PEAK FINANCIAL ADVISORS LLC

889.80K

Jun 30, 26

+254.78K

1.90%

Leelyn Smith, LLC

821.98K

Jun 30, 26

+30.82K

1.75%

TECTONIC ADVISORS LLC

751.87K

Jun 30, 26

+64.66K

1.60%

HIGHLINE WEALTH PARTNERS LLC

674.89K

Jun 30, 26

+653.26K

1.44%

True North Advisors, LLC

484.71K

Jun 30, 26

-24.20K

1.03%

EXCHANGE TRADED CONCEPTS, LLC

462.38K

Jun 30, 26

-28.58K

0.99%

Peak Financial Management, Inc.

303.12K

Jun 30, 26

+23.47K

0.65%

White & Co Financial Planning Inc

300.92K

Jun 30, 26

+41.37K

0.64%

Onyx Bridge Wealth Group LLC

232.08K

Jun 30, 26

-156.92K

0.49%

TRUIST FINANCIAL CORP

222.83K

Jun 30, 26

+77.50K

0.47%

3EDGE Asset Management, LP

192.68K

Jun 30, 26

+7.79K

0.41%

Etesian Wealth Advisors, Inc.

183.51K

Jun 30, 26

+33.99K

0.39%

Mesirow Financial Investment Management, Inc.

154.01K

Jun 30, 26

+22.71K

0.33%

Brookwood Investment Group LLC

146.68K

Jun 30, 26

-858

0.31%

KPP Advisory Services LLC

141.81K

Jun 30, 26

+27.72K

0.30%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

131.16K

Jun 30, 26

+53.31K

0.28%

Envestnet Portfolio Solutions, Inc.

110.89K

Jun 30, 26

+12.79K

0.24%

AXXCESS WEALTH MANAGEMENT, LLC

107.82K

Jun 30, 26

+1.92K

0.23%

Kestra Advisory Services, LLC

102.18K

Jun 30, 26

+102.18K

0.22%

Cambridge Investment Research Advisors, Inc.

79.52K

Jun 30, 26

+2.62K

0.17%

D.A. DAVIDSON & CO.

75.50K

Jun 30, 26

+2.92K

0.16%

KESTRA PRIVATE WEALTH SERVICES, LLC

61.14K

Jun 30, 26

+26.19K

0.13%

Concord Wealth Partners

58.59K

Jun 30, 26

-3.96K

0.12%

MATHER GROUP, LLC.

58.56K

Jun 30, 26

+7.60K

0.12%

Spinnaker Investment Group, LLC

52.58K

Jun 30, 26

+38.45K

0.11%

Atlas Wealth LLC

39.79K

Jun 30, 26

-21.21K

0.08%

Encompass More Asset Management

35.60K

Jun 30, 26

+5.22K

0.08%

Apollon Financial, LLC

28.76K

Jun 30, 26

-1.00K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

28.59K

Jun 30, 26

+1.50K

0.06%

Prospera Financial Services Inc

26.44K

Jun 30, 26

+15.79K

0.06%

ENCOMPASS WEALTH ADVISORS, LLC

20.83K

Jun 30, 26

+7.23K

0.04%

Bridgewealth Advisory Group, LLC

20.54K

Jun 30, 26

-1.07K

0.04%

BARNES PETTEY FINANCIAL ADVISORS, LLC

18.74K

Jun 30, 26

+745

0.04%

WEDBUSH SECURITIES INC

14.96K

Jun 30, 26

+574

0.03%

Bensler, LLC

13.85K

Jun 30, 26

+5.98K

0.03%

Dynamic Advisor Solutions LLC

13.33K

Jun 30, 26

+1.84K

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

10.32K

Jun 30, 26

+10.32K

0.02%

PARK AVENUE SECURITIES LLC

9.73K

Jun 30, 26

-2.55K

0.02%

Concurrent Investment Advisors, LLC

9.10K

Jun 30, 26

+138

0.02%

Atria Investments, Inc

8.67K

Jun 30, 26

+1.98K

0.02%

Cooper Financial Group

8.67K

Jun 30, 26

-490

0.02%

Breakwater Capital Group

8.37K

Jun 30, 26

+8.37K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

6.14K

Jun 30, 26

+459

0.01%

DHJJ Financial Advisors, Ltd.

5.79K

Jun 30, 26

+5.79K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

5.79K

Jun 30, 26

+5.79K

0.01%

BENJAMIN EDWARDS INC

5.58K

Jun 30, 26

+109

0.01%

Clear Creek Financial Management, LLC

5.56K

Jun 30, 26

+5.56K

0.01%

PRIVATE TRUST CO NA

3.96K

Jun 30, 26

+2.96K

0.01%

IFP Advisors, Inc

3.21K

Jun 30, 26

+841

0.01%

Signature Resources Capital Management, LLC

1.38K

Jun 30, 26

+1.38K

0.00%

CoreCap Advisors, LLC

952

Jun 30, 26

+952

0.00%

Pinnacle Bancorp, Inc.

714

Jun 30, 26

+41

0.00%

TSFG, LLC

238

Jun 30, 26

-2

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

Jun 30, 26

-20.15K

WHITTIER TRUST CO

Jun 30, 26

-500

Global Wealth Strategies & Associates

Jun 30, 26

-51

Nautilus Advisors LLC

Jun 30, 26

-8.76K

True Wealth Design, LLC

Jun 30, 26

-645

BANK OF AMERICA CORP /DE/

6.21M

Mar 31, 26

+1.41M

13.23%

CAPTRUST FINANCIAL ADVISORS

5.45M

Mar 31, 26

+280.44K

11.61%

UBS Group AG

3.59M

Mar 31, 26

+689.07K

7.64%

MORGAN STANLEY

3.22M

Mar 31, 26

+1.01M

6.86%

LPL Financial LLC

2.68M

Mar 31, 26

+178.69K

5.71%

RAYMOND JAMES FINANCIAL INC

1.76M

Mar 31, 26

+572.24K

3.75%

ENVESTNET ASSET MANAGEMENT INC

1.53M

Mar 31, 26

+243.08K

3.26%

Janney Montgomery Scott LLC

1.38M

Mar 31, 26

+156.34K

2.94%

WELLS FARGO & COMPANY/MN

1.29M

Mar 31, 26

+478.83K

2.75%

TCW GROUP INC

1.19M

Mar 31, 26

2.53%

STIFEL FINANCIAL CORP

1.18M

Mar 31, 26

+160.90K

2.52%

Francis Financial, Inc.

1.12M

Mar 31, 26

+198.31K

2.40%

M&T BANK CORP

856.96K

Mar 31, 26

-487.28K

1.83%

Morling Financial Advisors, LLC

793.65K

Mar 31, 26

+55.31K

1.69%

Family Management Corp

789.78K

Mar 31, 26

+396.46K

1.68%

ROYAL BANK OF CANADA

678.31K

Mar 31, 26

+23.18K

1.45%

NFP Retirement, Inc.

536.24K

Mar 31, 26

+536.24K

1.14%

Weaver Capital Management LLC

507.70K

Mar 31, 26

-3.03K

1.08%

Tidemark, LLC

465.03K

Mar 31, 26

+45.02K

0.99%

WJ Wealth Management, LLC

427.99K

Mar 31, 26

-16.98K

0.91%

Madison Asset Management, LLC

426.82K

Mar 31, 26

+177.18K

0.91%

Spectrum Wealth Advisory Group, LLC

425.10K

Mar 31, 26

+47.44K

0.91%

IHT Wealth Management, LLC

408.37K

Mar 31, 26

+218.83K

0.87%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

388.73K

Mar 31, 26

+57.82K

0.83%

HighTower Advisors, LLC

374.37K

Mar 31, 26

+332.76K

0.80%

FAGAN ASSOCIATES, INC.

361.18K

Mar 31, 26

+4.81K

0.77%

CWM, LLC

332.44K

Mar 31, 26

+66.05K

0.71%

Pasadena Private Wealth, LLC

316.11K

Mar 31, 26

-38.51K

0.67%

ADVISOR GROUP HOLDINGS, INC.

304.70K

Mar 31, 26

+194.47K

0.65%

BlueStem Wealth Partners, LLC

295.70K

Mar 31, 26

+16.32K

0.63%

Beacon Financial Advisory LLC

284.21K

Mar 31, 26

+24.37K

0.61%

Sentinus, LLC

269.64K

Mar 31, 26

+30.92K

0.57%

Ausdal Financial Partners, Inc.

263.19K

Mar 31, 26

+11.60K

0.56%

Baird Financial Group, Inc.

233.48K

Mar 31, 26

+91.23K

0.50%

WILEY BROS.-AINTREE CAPITAL, LLC

202.82K

Mar 31, 26

+90.87K

0.43%

Rockefeller Capital Management L.P.

192.82K

Mar 31, 26

+192.82K

0.41%

SRS Capital Advisors, Inc.

191.55K

Mar 31, 26

+18.17K

0.41%

THRIVENT FINANCIAL FOR LUTHERANS

191.30K

Mar 31, 26

+8.17K

0.41%

Steward Partners Investment Advisory, LLC

177.23K

Mar 31, 26

+8.83K

0.38%

COMMONWEALTH EQUITY SERVICES, LLC

157.36K

Mar 31, 26

+80.71K

0.34%

Per Stirling Capital Management, LLC.

147.26K

Mar 31, 26

+3.20K

0.31%

TRUIST FINANCIAL CORP

145.33K

Mar 31, 26

+131.31K

0.31%

Beckerman Institutional, LLC

138.18K

Mar 31, 26

+11.96K

0.29%

ANCHOR CAPITAL ADVISORS LLC

128.54K

Mar 31, 26

+128.54K

0.27%

Lunt Capital Management, Inc.

120.34K

Mar 31, 26

+8.15K

0.26%

BELLEVUE ASSET MANAGEMENT, LLC

115.40K

Mar 31, 26

+885

0.25%

Maridea Wealth Management LLC

114.04K

Mar 31, 26

+16.67K

0.24%

CITADEL ADVISORS LLC

106.90K

Mar 31, 26

+106.90K

0.23%

AXXCESS WEALTH MANAGEMENT, LLC

105.90K

Mar 31, 26

+1.61K

0.23%

Mariner, LLC

102.29K

Mar 31, 26

+14.66K

0.22%

MARSHALL INVESTMENT MANAGEMENT, LLC

101.53K

Mar 31, 26

+101.53K

0.22%

Capital Square, LLC

97.31K

Mar 31, 26

-5.34K

0.21%

Equitable Holdings, Inc.

87.04K

Mar 31, 26

+509

0.19%

Tandem Financial, LLC

77.70K

Mar 31, 26

+36.47K

0.17%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

71.00K

Mar 31, 26

+22.05K

0.15%

JPMORGAN CHASE & CO

69.59K

Mar 31, 26

+35.76K

0.15%

Cetera Investment Advisers

66.22K

Mar 31, 26

-9.93K

0.14%

OPPENHEIMER & CO INC

53.07K

Mar 31, 26

-1.94K

0.11%

JONES FINANCIAL COMPANIES LLLP

50.44K

Mar 31, 26

+8.92K

0.11%

Frontier Asset Management, LLC

48.61K

Mar 31, 26

-5.16K

0.10%

Keystone Financial Group

46.13K

Mar 31, 26

+5.81K

0.10%

PRINCIPAL SECURITIES, INC.

42.39K

Mar 31, 26

+3.73K

0.09%

Diversified Portfolios, Inc.

41.38K

Mar 31, 26

+10.23K

0.09%

JANE STREET GROUP, LLC

39.84K

Mar 31, 26

+39.84K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

34.95K

Mar 31, 26

+19.15K

0.07%

BNP PARIBAS ARBITRAGE, SNC

33.01K

Mar 31, 26

+21.70K

0.07%

Argent Trust Co

32.61K

Mar 31, 26

-3.33K

0.07%

Ariadne Wealth Management, LP

30.16K

Mar 31, 26

0.06%

MML INVESTORS SERVICES, LLC

29.97K

Mar 31, 26

-86.15K

0.06%

Retirement Planning Group

29.96K

Mar 31, 26

+29.96K

0.06%

UMB Bank, n.a.

28.23K

Mar 31, 26

0.06%

Alteri Wealth LLC

24.27K

Mar 31, 26

+24.27K

0.05%

MPWM ADVISORY SOLUTIONS, LLC

23.82K

Mar 31, 26

+23.82K

0.05%

CAP Partners, LLC

22.01K

Mar 31, 26

+489

0.05%

Fundamentum, LLC

20.98K

Mar 31, 26

+1.80K

0.04%

Advisory Services Network, LLC

18.23K

Mar 31, 26

+243

0.04%

Capstone Triton Financial Group, LLC

17.91K

Mar 31, 26

+8.95K

0.04%

Cerity Partners LLC

16.21K

Mar 31, 26

+16.21K

0.03%

Arkadios Wealth Advisors

14.73K

Mar 31, 26

-427

0.03%

Snowden Capital Advisors LLC

13.09K

Mar 31, 26

-949

0.03%

HARBOUR INVESTMENTS, INC.

12.35K

Mar 31, 26

+7.64K

0.03%

Geneos Wealth Management Inc.

9.43K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

9.32K

Mar 31, 26

+9.32K

0.02%

Peak Asset Management, LLC

9.09K

Mar 31, 26

+2.37K

0.02%

HFG Advisors, Inc.

8.84K

Mar 31, 26

-2.56K

0.02%

Pensionmark Financial Group, LLC

8.54K

Mar 31, 26

+1.64K

0.02%

OneAscent Financial Services LLC

7.59K

Mar 31, 26

+7.59K

0.02%

NorthRock Partners, LLC

7.52K

Mar 31, 26

+7.52K

0.02%

Darden Wealth Group Inc

7.26K

Mar 31, 26

+765

0.02%

Parallel Advisors, LLC

7.19K

Mar 31, 26

0.02%

Michels Family Financial, LLC

6.97K

Mar 31, 26

-180

0.01%

EVERETT HARRIS & CO /CA/

6.59K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

6.28K

Mar 31, 26

+6.28K

0.01%

Mutual Advisors, LLC

6.28K

Mar 31, 26

+6.28K

0.01%

Roberts Wealth Advisors, LLC

5.25K

Mar 31, 26

+5.25K

0.01%

Beacon Pointe Advisors, LLC

5.23K

Mar 31, 26

+5.23K

0.01%

BLB&B Advisors, LLC

5.12K

Mar 31, 26

+5.12K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

2.56K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.13K

Mar 31, 26

-250

0.00%

BlackRock, Inc.

1.12K

Mar 31, 26

-7

0.00%

PRIVATE TRUST CO NA

1.00K

Mar 31, 26

+200

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

Mar 31, 26

-5.14K

Kestra Advisory Services, LLC

Mar 31, 26

-1.54K

SOL Capital Management CO

Mar 31, 26

-13.13K

RITHOLTZ WEALTH MANAGEMENT

Mar 31, 26

-7.90K

Vantage Financial Partners, LLC

55.90K

Dec 31, 25

+6.32K

0.12%

ROVIN CAPITAL /UT/ /ADV

39.63K

Dec 31, 25

+2.56K

0.08%

Global Retirement Partners, LLC

14.63K

Dec 31, 25

+2.64K

0.03%

TUCKER ASSET MANAGEMENT LLC

12.70K

Dec 31, 25

+12.70K

0.03%

COMERICA BANK

9.73K

Dec 31, 25

+8.21K

0.02%

Litman Gregory Wealth Management LLC

5.23K

Dec 31, 25

0.01%

NAPA WEALTH MANAGEMENT

51.15K

Sep 30, 25

+26.52K

0.11%

SYNOVUS FINANCIAL CORP

14.28K

Sep 30, 25

+14.28K

0.03%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-115.58K

CARY STREET PARTNERS ASSET MANAGEMENT LLC

588.72K

Sep 30, 24

+230.91K

1.25%

BlackRock Inc.

Jun 30, 24

0.00%