First Trust Managed Municipal Fund(FMB)

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First Trust Managed Municipal Fund(FMB)

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$50.47—

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FMB(FMB)

FMB

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Institutional Ownership

Top 395 Institutional Holders

Holder	Shares	Date	Change	% Held
RMR Wealth Builders	351.74K	Jun 30, 26	+18.69K	0.86%
Cambridge Investment Research Advisors, Inc.	331.43K	Jun 30, 26	+30.96K	0.81%
Miracle Mile Advisors, LLC	251.29K	Jun 30, 26	-2.65K	0.62%
First Heartland Consultants, Inc.	158.77K	Jun 30, 26	+13.62K	0.39%
ERn Financial, LLC	152.77K	Jun 30, 26	+496	0.37%
Sequoia Financial Advisors, LLC	134.19K	Jun 30, 26	-6.92K	0.33%
CWA Asset Management Group, LLC	127.17K	Jun 30, 26	+425	0.31%
Blackhawk Capital Partners LLC.	115.92K	Jun 30, 26	+1.78K	0.28%
Private Advisor Group, LLC	105.38K	Jun 30, 26	-3.05K	0.26%
Brady Martz Wealth Solutions, LLC	97.55K	Jun 30, 26	-2.49K	0.24%
COUNTRY TRUST BANK	88.13K	Jun 30, 26	+3.25K	0.22%
Magnus Financial Group LLC	85.92K	Jun 30, 26	+1.90K	0.21%
Etesian Wealth Advisors, Inc.	85.58K	Jun 30, 26	-1.12K	0.21%
Investment Planning Advisors, Inc.	77.54K	Jun 30, 26	+745	0.19%
Westside Investment Management, Inc.	70.95K	Jun 30, 26	-2.01K	0.17%
EdgeRock Capital LLC	68.97K	Jun 30, 26	-7.39K	0.17%
ABLE Financial Group, LLC	64.83K	Jun 30, 26	+13.52K	0.16%
Seascape Capital Management	64.25K	Jun 30, 26	--	0.16%
ARKANSAS FINANCIAL GROUP, INC.	63.30K	Jun 30, 26	-242	0.16%
Prospera Financial Services Inc	57.37K	Jun 30, 26	+1.33K	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	57.27K	Jun 30, 26	-9.02K	0.14%
D.A. DAVIDSON & CO.	54.94K	Jun 30, 26	+17.01K	0.13%
INSPIRION WEALTH ADVISORS, LLC	51.54K	Jun 30, 26	-400	0.13%
SENTINEL PENSION ADVISORS INC	51.22K	Jun 30, 26	+180	0.13%
Pine Valley Investments Ltd Liability Co	48.91K	Jun 30, 26	-2.75K	0.12%
Golden State Wealth Management, LLC	43.39K	Jun 30, 26	-1.53K	0.11%
Heck Capital Advisors, LLC	42.98K	Jun 30, 26	+320	0.11%
Midwest Financial Group LLC	42.31K	Jun 30, 26	+42.31K	0.10%
RFG Advisory, LLC	41.78K	Jun 30, 26	+9.99K	0.10%
Envestnet Portfolio Solutions, Inc.	41.66K	Jun 30, 26	+6.71K	0.10%
Weitzel Financial Services, Inc.	36.91K	Jun 30, 26	+180	0.09%
Friday Financial	35.85K	Jun 30, 26	+4.42K	0.09%
LEGACY SOLUTIONS, LLC	32.38K	Jun 30, 26	+683	0.08%
Dynamic Advisor Solutions LLC	32.02K	Jun 30, 26	-248	0.08%
Insight Wealth Strategies, LLC	27.94K	Jun 30, 26	+1.81K	0.07%
Capital Investment Advisory Services, LLC	26.37K	Jun 30, 26	-77	0.06%
BENJAMIN EDWARDS INC	25.91K	Jun 30, 26	+3.96K	0.06%
Hobart Private Capital, LLC	25.90K	Jun 30, 26	+5.44K	0.06%
Concurrent Investment Advisors, LLC	24.78K	Jun 30, 26	-468	0.06%
Sowell Financial Services LLC	24.00K	Jun 30, 26	+97	0.06%
IFP Advisors, Inc	22.74K	Jun 30, 26	-1.16K	0.06%
Syntegra Private Wealth Group, LLC	21.53K	Jun 30, 26	-344	0.05%
CHIRON CAPITAL MANAGEMENT, LLC	20.47K	Jun 30, 26	+20.47K	0.05%
Bernardo Wealth Planning LLC	20.35K	Jun 30, 26	-977	0.05%
Brookstone Capital Management	19.51K	Jun 30, 26	+2.71K	0.05%
Crumly & Associates Inc.	18.39K	Jun 30, 26	--	0.05%
Philip James Wealth Mangement, LLC	18.36K	Jun 30, 26	-2.40K	0.04%
TL Private Wealth	17.97K	Jun 30, 26	+4.02K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	17.77K	Jun 30, 26	+17.77K	0.04%
LVZ, Inc.	17.19K	Jun 30, 26	-869	0.04%
Southland Equity Partners LLC	16.24K	Jun 30, 26	--	0.04%
Merit Financial Group, LLC	15.97K	Jun 30, 26	-21.15K	0.04%
Warren Street Wealth Advisors, LLC	14.89K	Jun 30, 26	-293	0.04%
White Wing Wealth Management	13.91K	Jun 30, 26	+13.91K	0.03%
OPINICUS CAPITAL, INC.	13.66K	Jun 30, 26	+125	0.03%
COTTONWOOD CAPITAL ADVISORS, LLC	13.09K	Jun 30, 26	-74	0.03%
Murphy, Middleton, Hinkle & Parker, Inc.	12.20K	Jun 30, 26	--	0.03%
Total Clarity Wealth Management, Inc.	12.11K	Jun 30, 26	+5.24K	0.03%
Koshinski Asset Management, Inc.	12.08K	Jun 30, 26	-615	0.03%
QP WEALTH MANAGEMENT, LLC	11.44K	Jun 30, 26	-925	0.03%
Triumph Capital Management	11.34K	Jun 30, 26	-250	0.03%
Legacy Private Trust Co.	10.10K	Jun 30, 26	+50	0.02%
Nilsine Partners, LLC	9.39K	Jun 30, 26	-613	0.02%
Fragasso Group Inc.	8.90K	Jun 30, 26	--	0.02%
Financial Enhancement Group LLC	8.80K	Jun 30, 26	--	0.02%
Advisory Resource Group	8.41K	Jun 30, 26	+104	0.02%
HCR Wealth Advisors	8.34K	Jun 30, 26	--	0.02%
ShoreHaven Wealth Partners, LLC	8.11K	Jun 30, 26	+730	0.02%
NAPLES GLOBAL ADVISORS, LLC	7.90K	Jun 30, 26	+7.90K	0.02%
CoreCap Advisors, LLC	7.89K	Jun 30, 26	+2.60K	0.02%
Farther Finance Advisors, LLC	7.88K	Jun 30, 26	+6.64K	0.02%
Patriot Financial Group Insurance Agency, LLC	7.78K	Jun 30, 26	-7.78K	0.02%
LexAurum Advisors, LLC	7.23K	Jun 30, 26	+7.23K	0.02%
BEACON FINANCIAL GROUP	6.45K	Jun 30, 26	--	0.02%
J.W. COLE ADVISORS, INC.	6.16K	Jun 30, 26	+6.16K	0.02%
TrueWealth Advisors, LLC	6.15K	Jun 30, 26	+42	0.02%
Auour Investments LLC	5.53K	Jun 30, 26	-1.24K	0.01%
Wealth Advisors Northwest LLC	5.43K	Jun 30, 26	--	0.01%
Owen LaRue, LLC	4.94K	Jun 30, 26	+45	0.01%
QTR Family Wealth, LLC	4.68K	Jun 30, 26	+19	0.01%
FLAGSTAR ADVISORS INC.	4.25K	Jun 30, 26	+10	0.01%
Revisor Wealth Management LLC	4.24K	Jun 30, 26	--	0.01%
CULLEN/FROST BANKERS, INC.	4.24K	Jun 30, 26	+4.05K	0.01%
Purus Wealth Management, LLC	4.18K	Jun 30, 26	-125	0.01%
Gladstone Institutional Advisory LLC	4.12K	Jun 30, 26	--	0.01%
DHJJ Financial Advisors, Ltd.	4.06K	Jun 30, 26	-1	0.01%
Wheelhouse Advisory Group LLC	4.04K	Jun 30, 26	-877	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.47K	Jun 30, 26	+1.00K	0.01%
Creative Capital Management Investments LLC	2.04K	Jun 30, 26	+2.04K	0.00%
NBC SECURITIES, INC.	1.18K	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	1.02K	Jun 30, 26	+115	0.00%
GoalVest Advisory LLC	689	Jun 30, 26	-118	0.00%
AdvisorNet Financial, Inc	609	Jun 30, 26	+609	0.00%
PFS Partners, LLC	186	Jun 30, 26	+1	0.00%
High Note Wealth, LLC	10	Jun 30, 26	--	0.00%
Team Financial Group, LLC	--	Jun 30, 26	-92	--
Security Financial Services, INC.	--	Jun 30, 26	-13.52K	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-5.71K	--
HBW Advisory Services LLC	--	Jun 30, 26	-4.54K	--
Clarity Capital Advisors, LLC	--	Jun 30, 26	-4.00K	--
MORGAN STANLEY	3.34M	Mar 31, 26	+394.68K	8.19%
WELLS FARGO & COMPANY/MN	2.43M	Mar 31, 26	+30.04K	5.95%
LPL Financial LLC	2.33M	Mar 31, 26	+20.14K	5.71%
BANK OF AMERICA CORP /DE/	2.05M	Mar 31, 26	+221.96K	5.02%
UBS Group AG	1.90M	Mar 31, 26	+67.13K	4.67%
RAYMOND JAMES FINANCIAL INC	1.22M	Mar 31, 26	+33.60K	3.00%
Avantax Planning Partners, Inc.	842.91K	Mar 31, 26	-11.48K	2.07%
ADVISOR GROUP HOLDINGS, INC.	786.03K	Mar 31, 26	-12.32K	1.93%
Resources Investment Advisors, LLC.	744.43K	Mar 31, 26	+165.80K	1.82%
Janney Montgomery Scott LLC	468.36K	Mar 31, 26	+47.71K	1.15%
TRUIST FINANCIAL CORP	430.41K	Mar 31, 26	+19.19K	1.05%
NewEdge Advisors, LLC	428.81K	Mar 31, 26	+22.97K	1.05%
Cetera Investment Advisers	418.10K	Mar 31, 26	+8.58K	1.02%
ROYAL BANK OF CANADA	416.34K	Mar 31, 26	-44.20K	1.02%
COMMONWEALTH EQUITY SERVICES, LLC	348.15K	Mar 31, 26	-2.17K	0.85%
ENVESTNET ASSET MANAGEMENT INC	323.95K	Mar 31, 26	+24.92K	0.79%
Rockefeller Capital Management L.P.	318.03K	Mar 31, 26	+22.19K	0.78%
Cambridge Investment Research Advisors, Inc.	300.47K	Mar 31, 26	+72.73K	0.74%
STIFEL FINANCIAL CORP	297.67K	Mar 31, 26	+7.75K	0.73%
GM Advisory Group, Inc.	240.58K	Mar 31, 26	-4.32K	0.59%
Independent Advisor Alliance	234.27K	Mar 31, 26	+234.27K	0.57%
JONES FINANCIAL COMPANIES LLLP	223.78K	Mar 31, 26	+44.82K	0.55%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	223.55K	Mar 31, 26	+12.62K	0.55%
Frisch Financial Group, Inc.	220.14K	Mar 31, 26	-76.25K	0.54%
Bank of New York Mellon Corp	185.71K	Mar 31, 26	-459	0.46%
MOTCO	185.02K	Mar 31, 26	-154	0.45%
HighTower Advisors, LLC	178.12K	Mar 31, 26	+111.71K	0.44%
THRIVENT FINANCIAL FOR LUTHERANS	159.10K	Mar 31, 26	+11.50K	0.39%
Kestra Advisory Services, LLC	151.96K	Mar 31, 26	+7.28K	0.37%
CITIGROUP INC	151.75K	Mar 31, 26	-35.82K	0.37%
JOURNEY STRATEGIC WEALTH LLC	146.10K	Mar 31, 26	+5.03K	0.36%
BCGM Wealth Management, LLC	138.02K	Mar 31, 26	+16.27K	0.34%
Buckingham Strategic Partners	135.46K	Mar 31, 26	+135.46K	0.33%
HighPoint Advisor Group LLC	133.88K	Mar 31, 26	-16.29K	0.33%
FOSTER & MOTLEY INC	127.44K	Mar 31, 26	+18.52K	0.31%
CWM, LLC	123.05K	Mar 31, 26	-9.02K	0.30%
Steward Partners Investment Advisory, LLC	108.71K	Mar 31, 26	+68.96K	0.27%
Private Advisor Group, LLC	108.43K	Mar 31, 26	+6.05K	0.27%
Sanctuary Advisors, LLC	103.23K	Mar 31, 26	-509	0.25%
Gateway Wealth Partners, LLC	97.52K	Mar 31, 26	+48.15K	0.24%
Summit Financial, LLC	96.88K	Mar 31, 26	-2.54K	0.24%
MGO ONE SEVEN LLC	96.74K	Mar 31, 26	+10.38K	0.24%
JPMORGAN CHASE & CO	94.36K	Mar 31, 26	+8.02K	0.23%
Equitable Holdings, Inc.	93.64K	Mar 31, 26	+9.08K	0.23%
MML INVESTORS SERVICES, LLC	92.76K	Mar 31, 26	-13.52K	0.23%
JANE STREET GROUP, LLC	91.79K	Mar 31, 26	-108.22K	0.22%
Allworth Financial LP	88.79K	Mar 31, 26	+4.55K	0.22%
FSB PREMIER WEALTH MANAGEMENT, INC.	87.19K	Mar 31, 26	+3.11K	0.21%
FIFTH THIRD BANCORP	86.92K	Mar 31, 26	+84.45K	0.21%
Prestige Wealth Management Group LLC	83.71K	Mar 31, 26	+9.71K	0.21%
LAKE STREET FINANCIAL LLC	83.50K	Mar 31, 26	-6.70K	0.20%
Advance Capital Management, Inc.	82.57K	Mar 31, 26	+17.89K	0.20%
Uniting Wealth Partners, LLC	74.67K	Mar 31, 26	+74.67K	0.18%
SRS Capital Advisors, Inc.	74.09K	Mar 31, 26	+7.71K	0.18%
Per Stirling Capital Management, LLC.	67.84K	Mar 31, 26	+4.10K	0.17%
Mariner, LLC	67.48K	Mar 31, 26	-1.22K	0.17%
Landmark Wealth Management, LLC	66.47K	Mar 31, 26	+9.37K	0.16%
Mutual Advisors, LLC	66.39K	Mar 31, 26	+5.50K	0.16%
Waverly Advisors, LLC	63.52K	Mar 31, 26	+16.47K	0.16%
Hedeker Wealth, LLC	62.64K	Mar 31, 26	+40.53K	0.15%
CITADEL ADVISORS LLC	61.32K	Mar 31, 26	+19.36K	0.15%
WealthCare Investment Partners, LLC	58.44K	Mar 31, 26	+2.00K	0.14%
Clearwater Capital Advisors, LLC	54.63K	Mar 31, 26	-623	0.13%
Baird Financial Group, Inc.	49.03K	Mar 31, 26	+9.05K	0.12%
HARBOUR INVESTMENTS, INC.	46.24K	Mar 31, 26	+17.50K	0.11%
Western Wealth Management, LLC	43.97K	Mar 31, 26	+3.92K	0.11%
Logan Stone Capital, LLC	43.11K	Mar 31, 26	+43.11K	0.11%
HFG Wealth Management, LLC	41.07K	Mar 31, 26	+5.74K	0.10%
Creative Planning	40.15K	Mar 31, 26	-1.46K	0.10%
PRINCIPAL SECURITIES, INC.	38.04K	Mar 31, 26	+1.22K	0.09%
Vestmark Advisory Solutions, Inc.	37.85K	Mar 31, 26	+7.30K	0.09%
Mount Yale Investment Advisors, LLC	37.85K	Mar 31, 26	+7.30K	0.09%
Keystone Financial Group	35.86K	Mar 31, 26	-2.13K	0.09%
Ashton Thomas Private Wealth, LLC	34.96K	Mar 31, 26	-1.57K	0.09%
Atlas Private Wealth Advisors	33.37K	Mar 31, 26	+4.48K	0.08%
OPPENHEIMER & CO INC	32.81K	Mar 31, 26	+10.23K	0.08%
Sigma Planning Corp	31.68K	Mar 31, 26	-495	0.08%
VERUS CAPITAL PARTNERS, LLC	30.70K	Mar 31, 26	-434	0.08%
Ausdal Financial Partners, Inc.	30.67K	Mar 31, 26	-2.53K	0.08%
Paul Damon & Associates, Inc.	30.05K	Mar 31, 26	-721	0.07%
Stratos Wealth Partners, LTD.	29.48K	Mar 31, 26	-17	0.07%
Advisory Services Network, LLC	28.18K	Mar 31, 26	-8	0.07%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	27.82K	Mar 31, 26	+7.92K	0.07%
STOCK YARDS BANK & TRUST CO	27.21K	Mar 31, 26	+1.64K	0.07%
Strategic Financial Partners, Ltd.	26.15K	Mar 31, 26	+1.91K	0.06%
GSG Advisors LLC	25.65K	Mar 31, 26	+172	0.06%
Traction Financial Partners, LLC	25.63K	Mar 31, 26	-5.05K	0.06%
STEPHENS INC /AR/	25.39K	Mar 31, 26	-2.73K	0.06%
Concurrent Investment Advisors, LLC	25.25K	Mar 31, 26	-2.01K	0.06%
Snowden Capital Advisors LLC	24.37K	Mar 31, 26	+1.25K	0.06%
Arkadios Wealth Advisors	24.03K	Mar 31, 26	+3.31K	0.06%
Clear Creek Financial Management, LLC	22.59K	Mar 31, 26	+138	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	22.36K	Mar 31, 26	+187	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	22.26K	Mar 31, 26	-2.62K	0.05%
Atria Investments, Inc	21.87K	Mar 31, 26	-4.06K	0.05%
Summit Wealth Partners, LLC	21.43K	Mar 31, 26	--	0.05%
Philip James Wealth Mangement, LLC	20.76K	Mar 31, 26	-1.25K	0.05%
Integrated Wealth Concepts LLC	20.70K	Mar 31, 26	+5.24K	0.05%
Financial Strategies Group, Inc.	18.96K	Mar 31, 26	+632	0.05%
Evergreen Wealth Solutions, LLC	18.74K	Mar 31, 26	+2.72K	0.05%
Scissortail Wealth Management, LLC	18.64K	Mar 31, 26	+18.64K	0.05%
Brinker Capital Investments, LLC	18.00K	Mar 31, 26	+6.13K	0.04%
EPG Wealth Management LLC	17.90K	Mar 31, 26	+496	0.04%
Forum Private Client Group LLC	17.21K	Mar 31, 26	+4.83K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	17.09K	Mar 31, 26	+885	0.04%
PKS Advisory Services, LLC	16.28K	Mar 31, 26	+3.00K	0.04%
Gilbert & Cook, Inc.	16.04K	Mar 31, 26	--	0.04%
Cypress Capital Group	14.85K	Mar 31, 26	-9.00K	0.04%
SAXON INTERESTS, INC.	14.80K	Mar 31, 26	--	0.04%
WCG Wealth Advisors LLC	14.73K	Mar 31, 26	-1.04K	0.04%
Occidental Asset Management, LLC	14.56K	Mar 31, 26	+20	0.04%
High Net Worth Advisory Group LLC	14.06K	Mar 31, 26	+4.00K	0.03%
Main Line Retirement Advisors, LLC	13.97K	Mar 31, 26	+81	0.03%
Geneos Wealth Management Inc.	13.85K	Mar 31, 26	+834	0.03%
FIRST TRUST ADVISORS LP	13.08K	Mar 31, 26	-864	0.03%
Delos Wealth Advisors, LLC	13.03K	Mar 31, 26	--	0.03%
Avestar Capital, LLC	13.00K	Mar 31, 26	+8.15K	0.03%
Ameritas Advisory Services, LLC	12.70K	Mar 31, 26	+8	0.03%
IHT Wealth Management, LLC	12.55K	Mar 31, 26	-684	0.03%
NewSquare Capital LLC	12.54K	Mar 31, 26	+493	0.03%
Patten Group, Inc.	12.52K	Mar 31, 26	+1.00K	0.03%
Pinnacle Bancorp, Inc.	12.35K	Mar 31, 26	+9.00K	0.03%
PRIVATE TRUST CO NA	12.08K	Mar 31, 26	-3.10K	0.03%
Modern Wealth Management, LLC	11.12K	Mar 31, 26	-6.68K	0.03%
Larson Financial Group LLC	10.96K	Mar 31, 26	-2.09K	0.03%
Signature Wealth Management Group	10.74K	Mar 31, 26	-1.48K	0.03%
MAI Capital Management	10.54K	Mar 31, 26	-50	0.03%
Ameritas Investment Partners, Inc.	10.52K	Mar 31, 26	+589	0.03%
MCDONALD PARTNERS LLC	10.00K	Mar 31, 26	--	0.02%
Cerity Partners LLC	9.49K	Mar 31, 26	+9.49K	0.02%
AE Wealth Management LLC	9.44K	Mar 31, 26	+1.20K	0.02%
Sovran Advisors, LLC	9.34K	Mar 31, 26	+780	0.02%
PTM WEALTH MANAGEMENT, LLC	9.06K	Mar 31, 26	-863	0.02%
OLD MISSION CAPITAL LLC	9.04K	Mar 31, 26	-19.96K	0.02%
ZACKS INVESTMENT MANAGEMENT	8.91K	Mar 31, 26	--	0.02%
Rehmann Capital Advisory Group	8.91K	Mar 31, 26	+1.99K	0.02%
Maia Wealth LLC	8.90K	Mar 31, 26	+970	0.02%
Impact Partnership Wealth, LLC	8.71K	Mar 31, 26	-170	0.02%
Belpointe Asset Management LLC	8.68K	Mar 31, 26	-320	0.02%
Pensionmark Financial Group, LLC	8.41K	Mar 31, 26	+302	0.02%
Pure Financial Advisors, LLC	8.22K	Mar 31, 26	--	0.02%
OGOREK ANTHONY JOSEPH /NY/ /ADV	7.89K	Mar 31, 26	+227	0.02%
U.S. Capital Wealth Advisors, LLC	7.67K	Mar 31, 26	-2.23K	0.02%
Cooksen Wealth, LLC	7.33K	Mar 31, 26	-5.07K	0.02%
SUTTON PLACE INVESTORS LLC	6.90K	Mar 31, 26	+46	0.02%
VestGen Advisors, LLC	6.32K	Mar 31, 26	+390	0.02%
Coyle Financial Counsel LLC	6.20K	Mar 31, 26	--	0.02%
Kovack Advisors, Inc.	6.19K	Mar 31, 26	--	0.02%
COZAD ASSET MANAGEMENT INC	6.06K	Mar 31, 26	--	0.01%
Alta Wealth Advisors LLC	6.01K	Mar 31, 26	-90	0.01%
Plante Moran Financial Advisors, LLC	5.93K	Mar 31, 26	--	0.01%
Proactive Wealth Strategies LLC	5.79K	Mar 31, 26	+5.79K	0.01%
Fi3 FINANCIAL ADVISORS, LLC	5.76K	Mar 31, 26	-5.64K	0.01%
Csenge Advisory Group	5.73K	Mar 31, 26	-2.78K	0.01%
Regal Investment Advisors LLC	5.48K	Mar 31, 26	-92	0.01%
Smithfield Trust Co	5.35K	Mar 31, 26	--	0.01%
Icon Wealth Advisors, LLC	5.22K	Mar 31, 26	+47	0.01%
CFO4Life Group, LLC	4.90K	Mar 31, 26	+12	0.01%
Catalina Capital Group, LLC	4.75K	Mar 31, 26	+25	0.01%
Quantinno Capital Management LP	4.68K	Mar 31, 26	+4.68K	0.01%
GENTRY PRIVATE WEALTH, LLC	4.65K	Mar 31, 26	+67	0.01%
Valmark Advisers, Inc.	4.44K	Mar 31, 26	+158	0.01%
Genesee Capital Advisors, LLC	4.39K	Mar 31, 26	+26	0.01%
CONDOR CAPITAL MANAGEMENT	4.29K	Mar 31, 26	--	0.01%
Visionary Wealth Advisors	4.22K	Mar 31, 26	-498	0.01%
Millington Financial Advisors, LLC	4.17K	Mar 31, 26	--	0.01%
Gladstone Institutional Advisory LLC	4.12K	Mar 31, 26	-4.53K	0.01%
Ellis Investment Partners, LLC	3.98K	Mar 31, 26	+36	0.01%
IMG Wealth Management, Inc.	2.53K	Mar 31, 26	+1.24K	0.01%
Hanson & Doremus Investment Management	2.23K	Mar 31, 26	--	0.01%
BlackRock, Inc.	1.88K	Mar 31, 26	+1.88K	0.00%
Ancora Advisors, LLC	1.83K	Mar 31, 26	--	0.00%
DUNCKER STREETT & CO INC	1.38K	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	1.37K	Mar 31, 26	+1.06K	0.00%
HAZLETT, BURT & WATSON, INC.	1.25K	Mar 31, 26	--	0.00%
US BANCORP \DE\	1.11K	Mar 31, 26	-10.55K	0.00%
Cornerstone Planning Group LLC	1.07K	Mar 31, 26	+14	0.00%
Golden State Equity Partners	1.04K	Mar 31, 26	+1.04K	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	927	Mar 31, 26	+927	0.00%
Frazier Financial Advisors, LLC	609	Mar 31, 26	+609	0.00%
Tanglewood Legacy Advisors, LLC	539	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	414	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	393	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	276	Mar 31, 26	-19.23K	0.00%
Tidemark, LLC	212	Mar 31, 26	-200	0.00%
HOLLENCREST CAPITAL MANAGEMENT	210	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	202	Mar 31, 26	--	0.00%
Capital Analysts, LLC	183	Mar 31, 26	--	0.00%
Rossby Financial, LCC	180	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	118	Mar 31, 26	+118	0.00%
REAP Financial Group, LLC	86	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	18	Mar 31, 26	-10	0.00%
Elevated Capital Advisors, LLC	10	Mar 31, 26	--	0.00%
Elequin Securities, LLC	--	Mar 31, 26	-17.03K	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Mar 31, 26	-9.21K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-14.03K	--
Beacon Pointe Advisors, LLC	--	Mar 31, 26	-5.43K	--
Financial Engines Advisors L.L.C.	--	Mar 31, 26	-4.88K	--
StoneX Group Inc.	--	Mar 31, 26	-5.62K	--
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	--	Mar 31, 26	-474	--
PCG Wealth Advisors, LLC	--	Mar 31, 26	-3.95K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-6.55K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-4.16K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-29.03K	--
IFG Advisory, LLC	--	Mar 31, 26	-17.94K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-1.38K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Mar 31, 26	-14.50K	--
TrueWealth Financial Partners	--	Mar 31, 26	-248.75K	--
Worth Financial Advisory Group, LLC	--	Mar 31, 26	-14.88K	--
COMERICA BANK	89.58K	Dec 31, 25	-15.50K	0.22%
Global Retirement Partners, LLC	17.71K	Dec 31, 25	+115	0.04%
Running Point Capital Advisors, LLC	9.65K	Dec 31, 25	--	0.02%
Bowman & Co S.C.	6.07K	Dec 31, 25	-294	0.01%
Pandora Wealth, Inc.	3.30K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	2.32K	Dec 31, 25	-3.17K	0.01%
TUCKER ASSET MANAGEMENT LLC	1.06K	Dec 31, 25	+1.06K	0.00%
SageView Advisory Group, LLC	300	Dec 31, 25	+300	0.00%
Main Street Financial Solutions, LLC	--	Dec 31, 25	-5.36K	--
McCarthy & Cox	--	Dec 31, 25	-18.50K	--
Pineridge Advisors LLC	1.00K	Sep 30, 25	-3.14K	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-47.54K	--
Congress Wealth Management LLC / DE /	468.32K	Jun 30, 25	+2.86K	1.15%
AVANTAX ADVISORY SERVICES, INC.	129.34K	Jun 30, 25	-492.27K	0.32%
DOHJ, LLC	85.29K	Jun 30, 25	+68.10K	0.21%
Elios Financial Group Inc.	75.51K	Jun 30, 25	+3.85K	0.19%
First Horizon Advisors, Inc.	70.58K	Jun 30, 25	-489	0.17%
Sebold Capital Management, Inc.	26.15K	Jun 30, 25	-27.89K	0.06%
Atria Wealth Solutions, Inc.	14.38K	Jun 30, 25	+1.13K	0.04%
Tyler-Stone Wealth Management	5.38K	Jun 30, 25	+46	0.01%
Christopher J. Hasenberg, Inc	4.88K	Jun 30, 25	--	0.01%
Grant/GrossMendelsohn, LLC	54.64K	Mar 31, 25	+19.54K	0.13%
Orion Portfolio Solutions, LLC	14.08K	Mar 31, 25	-7.20K	0.03%
Fairhaven Wealth Management, LLC	6.00K	Dec 31, 24	--	0.01%
Bison Wealth, LLC	4.67K	Dec 31, 24	-180	0.01%
WR Wealth Planners, LLC	1.10K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	775.35K	Sep 30, 24	+34.55K	1.90%
RAYMOND JAMES & ASSOCIATES	380.00K	Sep 30, 24	-1.76K	0.93%
Kowal Investment Group, LLC	192.16K	Sep 30, 24	-1.07K	0.47%
Financial Planning & Information Services, Inc.	119.85K	Sep 30, 24	-16.00K	0.29%
First Trust Investment Solutions L.P.	28.90K	Sep 30, 24	+28.90K	0.07%
CEDRUS LLC	15.63K	Sep 30, 24	+7.38K	0.04%
RAYMOND JAMES TRUST N.A.	5.29K	Sep 30, 24	-2.22K	0.01%
VitalStone Financial, LLC	2.50K	Sep 30, 24	-66	0.01%
Vantage Financial Partners Ltd., Inc.	153.87K	Jun 30, 24	+7.49K	0.38%
Relative Value Partners Group, LLC	91.70K	Jun 30, 24	+91.70K	0.22%
BENJAMIN F. EDWARDS & COMPANY, INC.	18.92K	Jun 30, 24	+793	0.05%
Spotlight Asset Group, Inc.	6.58K	Jun 30, 24	--	0.02%
ICA Group Wealth Management, LLC	2.93K	Jun 30, 24	-1.44K	0.01%
Cetera Advisor Networks LLC	150.77K	Mar 31, 24	+9.11K	0.37%
Cetera Advisors LLC	63.27K	Mar 31, 24	+33.91K	0.16%
3D/L Capital Management, LLC	33.56K	Sep 30, 23	+33.56K	0.08%
Milestone Advisory Partners	10.63K	Sep 30, 23	--	0.03%
Icon Wealth Partners, LLC	8.66K	Sep 30, 23	--	0.02%
PFS INVESTMENTS INC.	236.56K	Jun 30, 23	+2.23K	0.58%
BerganKDV Wealth Management, LLC	16.20K	Jun 30, 23	-104	0.04%
TimeScale Financial, Inc.	4.81K	Jun 30, 23	-115	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-1.71K	--
Barber Financial Group, Inc.	40.83K	Mar 31, 23	-852	0.10%
True Capital Management	4.83K	Mar 31, 23	+21	0.01%
American Portfolios Advisors	52.30K	Sep 30, 22	-7.37K	0.13%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	51.08K	Sep 30, 22	+51.08K	0.13%
Doyle Wealth Management	4.42K	Sep 30, 22	+5	0.01%
ACG Wealth	--	Sep 30, 22	-750	--
Pinnacle Private Wealth, LLC	19.10K	Jun 30, 22	-18	0.05%
B. Riley Wealth Management, Inc.	5.13K	Jun 30, 22	+29	0.01%
Financial Planners of Cleveland, Inc.	135.53K	Mar 31, 22	+89.04K	0.33%
Freedman Financial Associates, Inc.	750	Mar 31, 22	--	0.00%
Karn, Couzens & Associates, Inc.	--	Mar 31, 22	-6.06K	--
NEXT Financial Group, Inc	24.29K	Dec 31, 21	-578	0.06%
Landsberg, Bennett, & Dubbaneh LLC	265.71K	Sep 30, 21	-22.81K	0.65%
Ameritas Investment Company, LLC	76.97K	Sep 30, 21	+9.48K	0.19%
Hochman Cole Investment Advisors, Inc.	19.23K	Sep 30, 21	+9	0.05%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	6.90K	Sep 30, 21	+7	0.02%
USCA RIA LLC	15.29K	Jun 30, 21	--	0.04%
Hoover Financial Advisors, Inc.	108	Jun 30, 21	+10	0.00%
Pinnacle Advisory Group, Inc.	643.98K	Mar 31, 21	+174.33K	1.58%
Winslow, Evans & Crocker, Inc.	17.59K	Dec 31, 20	+6.22K	0.04%
Reby Advisors, LLC	143	Dec 31, 20	+143	0.00%
ETRADE Capital Management LLC	71.86K	Sep 30, 20	-1.20K	0.18%
3D ASSET MANAGEMENT, INC	42.44K	Sep 30, 20	+6.09K	0.10%
SMITH CAPITAL MANAGEMENT INC /AR/ADV	41.84K	Sep 30, 20	+2.90K	0.10%
First Allied Advisory Services, Inc.	29.28K	Sep 30, 20	+5.29K	0.07%
LifePlan Financial Group, Inc	276	Sep 30, 20	--	0.00%
ACCURATE INVESTMENT SOLUTIONS, INC.	6.26K	Mar 31, 20	--	0.02%
Advisor Group, Inc.	178.01K	Dec 31, 19	+27.66K	0.44%
LADENBURG THALMANN FINANCIAL SERVICES INC.	165.65K	Dec 31, 19	+21.70K	0.41%
Whitnell & Co.	41.20K	Dec 31, 19	+4.60K	0.10%
Beacon Pointe Wealth Advisors, LLC	3.98K	Dec 31, 19	+23	0.01%
BB&T SECURITIES, LLC	15.33K	Sep 30, 19	+4.91K	0.04%
HL FINANCIAL SERVICES LLC	5.48K	Mar 31, 19	-1.83K	0.01%
AVIANCE CAPITAL MANAGEMENT, LLC	57	Mar 31, 19	-20	0.00%
IFC Holdings Incorporated/FL	--	Dec 31, 17	-77.28K	--
Virtu KCG Holdings LLC	14.25K	Jun 30, 17	+14.25K	0.03%
Commonwealth Equity Services, Inc	7.14K	Jun 30, 17	+7.14K	0.02%
MSI Financial Services Inc	6.83K	Dec 31, 16	+257	0.02%

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Holder

Date

Change

% Held

RMR Wealth Builders

351.74K

Jun 30, 26

+18.69K

0.86%

Cambridge Investment Research Advisors, Inc.

331.43K

Jun 30, 26

+30.96K

0.81%

Miracle Mile Advisors, LLC

251.29K

Jun 30, 26

-2.65K

0.62%

First Heartland Consultants, Inc.

158.77K

Jun 30, 26

+13.62K

0.39%

ERn Financial, LLC

152.77K

Jun 30, 26

+496

0.37%

Sequoia Financial Advisors, LLC

134.19K

Jun 30, 26

-6.92K

0.33%

CWA Asset Management Group, LLC

127.17K

Jun 30, 26

+425

0.31%

Blackhawk Capital Partners LLC.

115.92K

Jun 30, 26

+1.78K

0.28%

Private Advisor Group, LLC

105.38K

Jun 30, 26

-3.05K

0.26%

Brady Martz Wealth Solutions, LLC

97.55K

Jun 30, 26

-2.49K

0.24%

COUNTRY TRUST BANK

88.13K

Jun 30, 26

+3.25K

0.22%

Magnus Financial Group LLC

85.92K

Jun 30, 26

+1.90K

0.21%

Etesian Wealth Advisors, Inc.

85.58K

Jun 30, 26

-1.12K

0.21%

Investment Planning Advisors, Inc.

77.54K

Jun 30, 26

+745

0.19%

Westside Investment Management, Inc.

70.95K

Jun 30, 26

-2.01K

0.17%

EdgeRock Capital LLC

68.97K

Jun 30, 26

-7.39K

0.17%

ABLE Financial Group, LLC

64.83K

Jun 30, 26

+13.52K

0.16%

Seascape Capital Management

64.25K

Jun 30, 26

0.16%

ARKANSAS FINANCIAL GROUP, INC.

63.30K

Jun 30, 26

-242

0.16%

Prospera Financial Services Inc

57.37K

Jun 30, 26

+1.33K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

57.27K

Jun 30, 26

-9.02K

0.14%

D.A. DAVIDSON & CO.

54.94K

Jun 30, 26

+17.01K

0.13%

INSPIRION WEALTH ADVISORS, LLC

51.54K

Jun 30, 26

-400

0.13%

SENTINEL PENSION ADVISORS INC

51.22K

Jun 30, 26

+180

0.13%

Pine Valley Investments Ltd Liability Co

48.91K

Jun 30, 26

-2.75K

0.12%

Golden State Wealth Management, LLC

43.39K

Jun 30, 26

-1.53K

0.11%

Heck Capital Advisors, LLC

42.98K

Jun 30, 26

+320

0.11%

Midwest Financial Group LLC

42.31K

Jun 30, 26

+42.31K

0.10%

RFG Advisory, LLC

41.78K

Jun 30, 26

+9.99K

0.10%

Envestnet Portfolio Solutions, Inc.

41.66K

Jun 30, 26

+6.71K

0.10%

Weitzel Financial Services, Inc.

36.91K

Jun 30, 26

+180

0.09%

Friday Financial

35.85K

Jun 30, 26

+4.42K

0.09%

LEGACY SOLUTIONS, LLC

32.38K

Jun 30, 26

+683

0.08%

Dynamic Advisor Solutions LLC

32.02K

Jun 30, 26

-248

0.08%

Insight Wealth Strategies, LLC

27.94K

Jun 30, 26

+1.81K

0.07%

Capital Investment Advisory Services, LLC

26.37K

Jun 30, 26

-77

0.06%

BENJAMIN EDWARDS INC

25.91K

Jun 30, 26

+3.96K

0.06%

Hobart Private Capital, LLC

25.90K

Jun 30, 26

+5.44K

0.06%

Concurrent Investment Advisors, LLC

24.78K

Jun 30, 26

-468

0.06%

Sowell Financial Services LLC

24.00K

Jun 30, 26

+97

0.06%

IFP Advisors, Inc

22.74K

Jun 30, 26

-1.16K

0.06%

Syntegra Private Wealth Group, LLC

21.53K

Jun 30, 26

-344

0.05%

CHIRON CAPITAL MANAGEMENT, LLC

20.47K

Jun 30, 26

+20.47K

0.05%

Bernardo Wealth Planning LLC

20.35K

Jun 30, 26

-977

0.05%

Brookstone Capital Management

19.51K

Jun 30, 26

+2.71K

0.05%

Crumly & Associates Inc.

18.39K

Jun 30, 26

0.05%

Philip James Wealth Mangement, LLC

18.36K

Jun 30, 26

-2.40K

0.04%

TL Private Wealth

17.97K

Jun 30, 26

+4.02K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

17.77K

Jun 30, 26

+17.77K

0.04%

LVZ, Inc.

17.19K

Jun 30, 26

-869

0.04%

Southland Equity Partners LLC

16.24K

Jun 30, 26

0.04%

Merit Financial Group, LLC

15.97K

Jun 30, 26

-21.15K

0.04%

Warren Street Wealth Advisors, LLC

14.89K

Jun 30, 26

-293

0.04%

White Wing Wealth Management

13.91K

Jun 30, 26

+13.91K

0.03%

OPINICUS CAPITAL, INC.

13.66K

Jun 30, 26

+125

0.03%

COTTONWOOD CAPITAL ADVISORS, LLC

13.09K

Jun 30, 26

-74

0.03%

Murphy, Middleton, Hinkle & Parker, Inc.

12.20K

Jun 30, 26

0.03%

Total Clarity Wealth Management, Inc.

12.11K

Jun 30, 26

+5.24K

0.03%

Koshinski Asset Management, Inc.

12.08K

Jun 30, 26

-615

0.03%

QP WEALTH MANAGEMENT, LLC

11.44K

Jun 30, 26

-925

0.03%

Triumph Capital Management

11.34K

Jun 30, 26

-250

0.03%

Legacy Private Trust Co.

10.10K

Jun 30, 26

+50

0.02%

Nilsine Partners, LLC

9.39K

Jun 30, 26

-613

0.02%

Fragasso Group Inc.

8.90K

Jun 30, 26

0.02%

Financial Enhancement Group LLC

8.80K

Jun 30, 26

0.02%

Advisory Resource Group

8.41K

Jun 30, 26

+104

0.02%

HCR Wealth Advisors

8.34K

Jun 30, 26

0.02%

ShoreHaven Wealth Partners, LLC

8.11K

Jun 30, 26

+730

0.02%

NAPLES GLOBAL ADVISORS, LLC

7.90K

Jun 30, 26

+7.90K

0.02%

CoreCap Advisors, LLC

7.89K

Jun 30, 26

+2.60K

0.02%

Farther Finance Advisors, LLC

7.88K

Jun 30, 26

+6.64K

0.02%

Patriot Financial Group Insurance Agency, LLC

7.78K

Jun 30, 26

-7.78K

0.02%

LexAurum Advisors, LLC

7.23K

Jun 30, 26

+7.23K

0.02%

BEACON FINANCIAL GROUP

6.45K

Jun 30, 26

0.02%

J.W. COLE ADVISORS, INC.

6.16K

Jun 30, 26

+6.16K

0.02%

TrueWealth Advisors, LLC

6.15K

Jun 30, 26

+42

0.02%

Auour Investments LLC

5.53K

Jun 30, 26

-1.24K

0.01%

Wealth Advisors Northwest LLC

5.43K

Jun 30, 26

0.01%

Owen LaRue, LLC

4.94K

Jun 30, 26

+45

0.01%

QTR Family Wealth, LLC

4.68K

Jun 30, 26

+19

0.01%

FLAGSTAR ADVISORS INC.

4.25K

Jun 30, 26

+10

0.01%

Revisor Wealth Management LLC

4.24K

Jun 30, 26

0.01%

CULLEN/FROST BANKERS, INC.

4.24K

Jun 30, 26

+4.05K

0.01%

Purus Wealth Management, LLC

4.18K

Jun 30, 26

-125

0.01%

Gladstone Institutional Advisory LLC

4.12K

Jun 30, 26

0.01%

DHJJ Financial Advisors, Ltd.

4.06K

Jun 30, 26

-1

0.01%

Wheelhouse Advisory Group LLC

4.04K

Jun 30, 26

-877

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.47K

Jun 30, 26

+1.00K

0.01%

Creative Capital Management Investments LLC

2.04K

Jun 30, 26

+2.04K

0.00%

NBC SECURITIES, INC.

1.18K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.02K

Jun 30, 26

+115

0.00%

GoalVest Advisory LLC

689

Jun 30, 26

-118

0.00%

AdvisorNet Financial, Inc

609

Jun 30, 26

+609

0.00%

PFS Partners, LLC

186

Jun 30, 26

0.00%

High Note Wealth, LLC

Jun 30, 26

0.00%

Team Financial Group, LLC

Jun 30, 26

-92

Security Financial Services, INC.

Jun 30, 26

-13.52K

SeaCrest Wealth Management, LLC

Jun 30, 26

-5.71K

HBW Advisory Services LLC

Jun 30, 26

-4.54K

Clarity Capital Advisors, LLC

Jun 30, 26

-4.00K

MORGAN STANLEY

3.34M

Mar 31, 26

+394.68K

8.19%

WELLS FARGO & COMPANY/MN

2.43M

Mar 31, 26

+30.04K

5.95%

LPL Financial LLC

2.33M

Mar 31, 26

+20.14K

5.71%

BANK OF AMERICA CORP /DE/

2.05M

Mar 31, 26

+221.96K

5.02%

UBS Group AG

1.90M

Mar 31, 26

+67.13K

4.67%

RAYMOND JAMES FINANCIAL INC

1.22M

Mar 31, 26

+33.60K

3.00%

Avantax Planning Partners, Inc.

842.91K

Mar 31, 26

-11.48K

2.07%

ADVISOR GROUP HOLDINGS, INC.

786.03K

Mar 31, 26

-12.32K

1.93%

Resources Investment Advisors, LLC.

744.43K

Mar 31, 26

+165.80K

1.82%

Janney Montgomery Scott LLC

468.36K

Mar 31, 26

+47.71K

1.15%

TRUIST FINANCIAL CORP

430.41K

Mar 31, 26

+19.19K

1.05%

NewEdge Advisors, LLC

428.81K

Mar 31, 26

+22.97K

1.05%

Cetera Investment Advisers

418.10K

Mar 31, 26

+8.58K

1.02%

ROYAL BANK OF CANADA

416.34K

Mar 31, 26

-44.20K

1.02%

COMMONWEALTH EQUITY SERVICES, LLC

348.15K

Mar 31, 26

-2.17K

0.85%

ENVESTNET ASSET MANAGEMENT INC

323.95K

Mar 31, 26

+24.92K

0.79%

Rockefeller Capital Management L.P.

318.03K

Mar 31, 26

+22.19K

0.78%

Cambridge Investment Research Advisors, Inc.

300.47K

Mar 31, 26

+72.73K

0.74%

STIFEL FINANCIAL CORP

297.67K

Mar 31, 26

+7.75K

0.73%

GM Advisory Group, Inc.

240.58K

Mar 31, 26

-4.32K

0.59%

Independent Advisor Alliance

234.27K

Mar 31, 26

+234.27K

0.57%

JONES FINANCIAL COMPANIES LLLP

223.78K

Mar 31, 26

+44.82K

0.55%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

223.55K

Mar 31, 26

+12.62K

0.55%

Frisch Financial Group, Inc.

220.14K

Mar 31, 26

-76.25K

0.54%

Bank of New York Mellon Corp

185.71K

Mar 31, 26

-459

0.46%

MOTCO

185.02K

Mar 31, 26

-154

0.45%

HighTower Advisors, LLC

178.12K

Mar 31, 26

+111.71K

0.44%

THRIVENT FINANCIAL FOR LUTHERANS

159.10K

Mar 31, 26

+11.50K

0.39%

Kestra Advisory Services, LLC

151.96K

Mar 31, 26

+7.28K

0.37%

CITIGROUP INC

151.75K

Mar 31, 26

-35.82K

0.37%

JOURNEY STRATEGIC WEALTH LLC

146.10K

Mar 31, 26

+5.03K

0.36%

BCGM Wealth Management, LLC

138.02K

Mar 31, 26

+16.27K

0.34%

Buckingham Strategic Partners

135.46K

Mar 31, 26

+135.46K

0.33%

HighPoint Advisor Group LLC

133.88K

Mar 31, 26

-16.29K

0.33%

FOSTER & MOTLEY INC

127.44K

Mar 31, 26

+18.52K

0.31%

CWM, LLC

123.05K

Mar 31, 26

-9.02K

0.30%

Steward Partners Investment Advisory, LLC

108.71K

Mar 31, 26

+68.96K

0.27%

Private Advisor Group, LLC

108.43K

Mar 31, 26

+6.05K

0.27%

Sanctuary Advisors, LLC

103.23K

Mar 31, 26

-509

0.25%

Gateway Wealth Partners, LLC

97.52K

Mar 31, 26

+48.15K

0.24%

Summit Financial, LLC

96.88K

Mar 31, 26

-2.54K

0.24%

MGO ONE SEVEN LLC

96.74K

Mar 31, 26

+10.38K

0.24%

JPMORGAN CHASE & CO

94.36K

Mar 31, 26

+8.02K

0.23%

Equitable Holdings, Inc.

93.64K

Mar 31, 26

+9.08K

0.23%

MML INVESTORS SERVICES, LLC

92.76K

Mar 31, 26

-13.52K

0.23%

JANE STREET GROUP, LLC

91.79K

Mar 31, 26

-108.22K

0.22%

Allworth Financial LP

88.79K

Mar 31, 26

+4.55K

0.22%

FSB PREMIER WEALTH MANAGEMENT, INC.

87.19K

Mar 31, 26

+3.11K

0.21%

FIFTH THIRD BANCORP

86.92K

Mar 31, 26

+84.45K

0.21%

Prestige Wealth Management Group LLC

83.71K

Mar 31, 26

+9.71K

0.21%

LAKE STREET FINANCIAL LLC

83.50K

Mar 31, 26

-6.70K

0.20%

Advance Capital Management, Inc.

82.57K

Mar 31, 26

+17.89K

0.20%

Uniting Wealth Partners, LLC

74.67K

Mar 31, 26

+74.67K

0.18%

SRS Capital Advisors, Inc.

74.09K

Mar 31, 26

+7.71K

0.18%

Per Stirling Capital Management, LLC.

67.84K

Mar 31, 26

+4.10K

0.17%

Mariner, LLC

67.48K

Mar 31, 26

-1.22K

0.17%

Landmark Wealth Management, LLC

66.47K

Mar 31, 26

+9.37K

0.16%

Mutual Advisors, LLC

66.39K

Mar 31, 26

+5.50K

0.16%

Waverly Advisors, LLC

63.52K

Mar 31, 26

+16.47K

0.16%

Hedeker Wealth, LLC

62.64K

Mar 31, 26

+40.53K

0.15%

CITADEL ADVISORS LLC

61.32K

Mar 31, 26

+19.36K

0.15%

WealthCare Investment Partners, LLC

58.44K

Mar 31, 26

+2.00K

0.14%

Clearwater Capital Advisors, LLC

54.63K

Mar 31, 26

-623

0.13%

Baird Financial Group, Inc.

49.03K

Mar 31, 26

+9.05K

0.12%

HARBOUR INVESTMENTS, INC.

46.24K

Mar 31, 26

+17.50K

0.11%

Western Wealth Management, LLC

43.97K

Mar 31, 26

+3.92K

0.11%

Logan Stone Capital, LLC

43.11K

Mar 31, 26

+43.11K

0.11%

HFG Wealth Management, LLC

41.07K

Mar 31, 26

+5.74K

0.10%

Creative Planning

40.15K

Mar 31, 26

-1.46K

0.10%

PRINCIPAL SECURITIES, INC.

38.04K

Mar 31, 26

+1.22K

0.09%

Vestmark Advisory Solutions, Inc.

37.85K

Mar 31, 26

+7.30K

0.09%

Mount Yale Investment Advisors, LLC

37.85K

Mar 31, 26

+7.30K

0.09%

Keystone Financial Group

35.86K

Mar 31, 26

-2.13K

0.09%

Ashton Thomas Private Wealth, LLC

34.96K

Mar 31, 26

-1.57K

0.09%

Atlas Private Wealth Advisors

33.37K

Mar 31, 26

+4.48K

0.08%

OPPENHEIMER & CO INC

32.81K

Mar 31, 26

+10.23K

0.08%

Sigma Planning Corp

31.68K

Mar 31, 26

-495

0.08%

VERUS CAPITAL PARTNERS, LLC

30.70K

Mar 31, 26

-434

0.08%

Ausdal Financial Partners, Inc.

30.67K

Mar 31, 26

-2.53K

0.08%

Paul Damon & Associates, Inc.

30.05K

Mar 31, 26

-721

0.07%

Stratos Wealth Partners, LTD.

29.48K

Mar 31, 26

-17

0.07%

Advisory Services Network, LLC

28.18K

Mar 31, 26

-8

0.07%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

27.82K

Mar 31, 26

+7.92K

0.07%

STOCK YARDS BANK & TRUST CO

27.21K

Mar 31, 26

+1.64K

0.07%

Strategic Financial Partners, Ltd.

26.15K

Mar 31, 26

+1.91K

0.06%

GSG Advisors LLC

25.65K

Mar 31, 26

+172

0.06%

Traction Financial Partners, LLC

25.63K

Mar 31, 26

-5.05K

0.06%

STEPHENS INC /AR/

25.39K

Mar 31, 26

-2.73K

0.06%

Concurrent Investment Advisors, LLC

25.25K

Mar 31, 26

-2.01K

0.06%

Snowden Capital Advisors LLC

24.37K

Mar 31, 26

+1.25K

0.06%

Arkadios Wealth Advisors

24.03K

Mar 31, 26

+3.31K

0.06%

Clear Creek Financial Management, LLC

22.59K

Mar 31, 26

+138

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

22.36K

Mar 31, 26

+187

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

22.26K

Mar 31, 26

-2.62K

0.05%

Atria Investments, Inc

21.87K

Mar 31, 26

-4.06K

0.05%

Summit Wealth Partners, LLC

21.43K

Mar 31, 26

0.05%

Philip James Wealth Mangement, LLC

20.76K

Mar 31, 26

-1.25K

0.05%

Integrated Wealth Concepts LLC

20.70K

Mar 31, 26

+5.24K

0.05%

Financial Strategies Group, Inc.

18.96K

Mar 31, 26

+632

0.05%

Evergreen Wealth Solutions, LLC

18.74K

Mar 31, 26

+2.72K

0.05%

Scissortail Wealth Management, LLC

18.64K

Mar 31, 26

+18.64K

0.05%

Brinker Capital Investments, LLC

18.00K

Mar 31, 26

+6.13K

0.04%

EPG Wealth Management LLC

17.90K

Mar 31, 26

+496

0.04%

Forum Private Client Group LLC

17.21K

Mar 31, 26

+4.83K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

17.09K

Mar 31, 26

+885

0.04%

PKS Advisory Services, LLC

16.28K

Mar 31, 26

+3.00K

0.04%

Gilbert & Cook, Inc.

16.04K

Mar 31, 26

0.04%

Cypress Capital Group

14.85K

Mar 31, 26

-9.00K

0.04%

SAXON INTERESTS, INC.

14.80K

Mar 31, 26

0.04%

WCG Wealth Advisors LLC

14.73K

Mar 31, 26

-1.04K

0.04%

Occidental Asset Management, LLC

14.56K

Mar 31, 26

+20

0.04%

High Net Worth Advisory Group LLC

14.06K

Mar 31, 26

+4.00K

0.03%

Main Line Retirement Advisors, LLC

13.97K

Mar 31, 26

+81

0.03%

Geneos Wealth Management Inc.

13.85K

Mar 31, 26

+834

0.03%

FIRST TRUST ADVISORS LP

13.08K

Mar 31, 26

-864

0.03%

Delos Wealth Advisors, LLC

13.03K

Mar 31, 26

0.03%

Avestar Capital, LLC

13.00K

Mar 31, 26

+8.15K

0.03%

Ameritas Advisory Services, LLC

12.70K

Mar 31, 26

0.03%

IHT Wealth Management, LLC

12.55K

Mar 31, 26

-684

0.03%

NewSquare Capital LLC

12.54K

Mar 31, 26

+493

0.03%

Patten Group, Inc.

12.52K

Mar 31, 26

+1.00K

0.03%

Pinnacle Bancorp, Inc.

12.35K

Mar 31, 26

+9.00K

0.03%

PRIVATE TRUST CO NA

12.08K

Mar 31, 26

-3.10K

0.03%

Modern Wealth Management, LLC

11.12K

Mar 31, 26

-6.68K

0.03%

Larson Financial Group LLC

10.96K

Mar 31, 26

-2.09K

0.03%

Signature Wealth Management Group

10.74K

Mar 31, 26

-1.48K

0.03%

MAI Capital Management

10.54K

Mar 31, 26

-50

0.03%

Ameritas Investment Partners, Inc.

10.52K

Mar 31, 26

+589

0.03%

MCDONALD PARTNERS LLC

10.00K

Mar 31, 26

0.02%

Cerity Partners LLC

9.49K

Mar 31, 26

+9.49K

0.02%

AE Wealth Management LLC

9.44K

Mar 31, 26

+1.20K

0.02%

Sovran Advisors, LLC

9.34K

Mar 31, 26

+780

0.02%

PTM WEALTH MANAGEMENT, LLC

9.06K

Mar 31, 26

-863

0.02%

OLD MISSION CAPITAL LLC

9.04K

Mar 31, 26

-19.96K

0.02%

ZACKS INVESTMENT MANAGEMENT

8.91K

Mar 31, 26

0.02%

Rehmann Capital Advisory Group

8.91K

Mar 31, 26

+1.99K

0.02%

Maia Wealth LLC

8.90K

Mar 31, 26

+970

0.02%

Impact Partnership Wealth, LLC

8.71K

Mar 31, 26

-170

0.02%

Belpointe Asset Management LLC

8.68K

Mar 31, 26

-320

0.02%

Pensionmark Financial Group, LLC

8.41K

Mar 31, 26

+302

0.02%

Pure Financial Advisors, LLC

8.22K

Mar 31, 26

0.02%

OGOREK ANTHONY JOSEPH /NY/ /ADV

7.89K

Mar 31, 26

+227

0.02%

U.S. Capital Wealth Advisors, LLC

7.67K

Mar 31, 26

-2.23K

0.02%

Cooksen Wealth, LLC

7.33K

Mar 31, 26

-5.07K

0.02%

SUTTON PLACE INVESTORS LLC

6.90K

Mar 31, 26

+46

0.02%

VestGen Advisors, LLC

6.32K

Mar 31, 26

+390

0.02%

Coyle Financial Counsel LLC

6.20K

Mar 31, 26

0.02%

Kovack Advisors, Inc.

6.19K

Mar 31, 26

0.02%

COZAD ASSET MANAGEMENT INC

6.06K

Mar 31, 26

0.01%

Alta Wealth Advisors LLC

6.01K

Mar 31, 26

-90

0.01%

Plante Moran Financial Advisors, LLC

5.93K

Mar 31, 26

0.01%

Proactive Wealth Strategies LLC

5.79K

Mar 31, 26

+5.79K

0.01%

Fi3 FINANCIAL ADVISORS, LLC

5.76K

Mar 31, 26

-5.64K

0.01%

Csenge Advisory Group

5.73K

Mar 31, 26

-2.78K

0.01%

Regal Investment Advisors LLC

5.48K

Mar 31, 26

-92

0.01%

Smithfield Trust Co

5.35K

Mar 31, 26

0.01%

Icon Wealth Advisors, LLC

5.22K

Mar 31, 26

+47

0.01%

CFO4Life Group, LLC

4.90K

Mar 31, 26

+12

0.01%

Catalina Capital Group, LLC

4.75K

Mar 31, 26

+25

0.01%

Quantinno Capital Management LP

4.68K

Mar 31, 26

+4.68K

0.01%

GENTRY PRIVATE WEALTH, LLC

4.65K

Mar 31, 26

+67

0.01%

Valmark Advisers, Inc.

4.44K

Mar 31, 26

+158

0.01%

Genesee Capital Advisors, LLC

4.39K

Mar 31, 26

+26

0.01%

CONDOR CAPITAL MANAGEMENT

4.29K

Mar 31, 26

0.01%

Visionary Wealth Advisors

4.22K

Mar 31, 26

-498

0.01%

Millington Financial Advisors, LLC

4.17K

Mar 31, 26

0.01%

Gladstone Institutional Advisory LLC

4.12K

Mar 31, 26

-4.53K

0.01%

Ellis Investment Partners, LLC

3.98K

Mar 31, 26

+36

0.01%

IMG Wealth Management, Inc.

2.53K

Mar 31, 26

+1.24K

0.01%

Hanson & Doremus Investment Management

2.23K

Mar 31, 26

0.01%

BlackRock, Inc.

1.88K

Mar 31, 26

+1.88K

0.00%

Ancora Advisors, LLC

1.83K

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

1.38K

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

1.37K

Mar 31, 26

+1.06K

0.00%

HAZLETT, BURT & WATSON, INC.

1.25K

Mar 31, 26

0.00%

US BANCORP \DE\

1.11K

Mar 31, 26

-10.55K

0.00%

Cornerstone Planning Group LLC

1.07K

Mar 31, 26

+14

0.00%

Golden State Equity Partners

1.04K

Mar 31, 26

+1.04K

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

927

Mar 31, 26

+927

0.00%

Frazier Financial Advisors, LLC

609

Mar 31, 26

+609

0.00%

Tanglewood Legacy Advisors, LLC

539

Mar 31, 26

0.00%

CENTRAL TRUST Co

414

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

393

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

276

Mar 31, 26

-19.23K

0.00%

Tidemark, LLC

212

Mar 31, 26

-200

0.00%

HOLLENCREST CAPITAL MANAGEMENT

210

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

202

Mar 31, 26

0.00%

Capital Analysts, LLC

183

Mar 31, 26

0.00%

Rossby Financial, LCC

180

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

118

Mar 31, 26

+118

0.00%

REAP Financial Group, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

-10

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

Elequin Securities, LLC

Mar 31, 26

-17.03K

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-9.21K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-14.03K

Beacon Pointe Advisors, LLC

Mar 31, 26

-5.43K

Financial Engines Advisors L.L.C.

Mar 31, 26

-4.88K

StoneX Group Inc.

Mar 31, 26

-5.62K

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Mar 31, 26

-474

PCG Wealth Advisors, LLC

Mar 31, 26

-3.95K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-6.55K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-4.16K

Tower Research Capital LLC (TRC)

Mar 31, 26

-29.03K

IFG Advisory, LLC

Mar 31, 26

-17.94K

Qube Research & Technologies Ltd

Mar 31, 26

-1.38K

UBS ASSET MANAGEMENT AMERICAS INC

Mar 31, 26

-14.50K

TrueWealth Financial Partners

Mar 31, 26

-248.75K

Worth Financial Advisory Group, LLC

Mar 31, 26

-14.88K

COMERICA BANK

89.58K

Dec 31, 25

-15.50K

0.22%

Global Retirement Partners, LLC

17.71K

Dec 31, 25

+115

0.04%

Running Point Capital Advisors, LLC

9.65K

Dec 31, 25

0.02%

Bowman & Co S.C.

6.07K

Dec 31, 25

-294

0.01%

Pandora Wealth, Inc.

3.30K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

2.32K

Dec 31, 25

-3.17K

0.01%

TUCKER ASSET MANAGEMENT LLC

1.06K

Dec 31, 25

+1.06K

0.00%

SageView Advisory Group, LLC

300

Dec 31, 25

+300

0.00%

Main Street Financial Solutions, LLC

Dec 31, 25

-5.36K

McCarthy & Cox

Dec 31, 25

-18.50K

Pineridge Advisors LLC

1.00K

Sep 30, 25

-3.14K

0.00%

Financial Advocates Investment Management

Sep 30, 25

-47.54K

Congress Wealth Management LLC / DE /

468.32K

Jun 30, 25

+2.86K

1.15%

AVANTAX ADVISORY SERVICES, INC.

129.34K

Jun 30, 25

-492.27K

0.32%

DOHJ, LLC

85.29K

Jun 30, 25

+68.10K

0.21%

Elios Financial Group Inc.

75.51K

Jun 30, 25

+3.85K

0.19%

First Horizon Advisors, Inc.

70.58K

Jun 30, 25

-489

0.17%

Sebold Capital Management, Inc.

26.15K

Jun 30, 25

-27.89K

0.06%

Atria Wealth Solutions, Inc.

14.38K

Jun 30, 25

+1.13K

0.04%

Tyler-Stone Wealth Management

5.38K

Jun 30, 25

+46

0.01%

Christopher J. Hasenberg, Inc

4.88K

Jun 30, 25

0.01%

Grant/GrossMendelsohn, LLC

54.64K

Mar 31, 25

+19.54K

0.13%

Orion Portfolio Solutions, LLC

14.08K

Mar 31, 25

-7.20K

0.03%

Fairhaven Wealth Management, LLC

6.00K

Dec 31, 24

0.01%

Bison Wealth, LLC

4.67K

Dec 31, 24

-180

0.01%

WR Wealth Planners, LLC

1.10K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

775.35K

Sep 30, 24

+34.55K

1.90%

RAYMOND JAMES & ASSOCIATES

380.00K

Sep 30, 24

-1.76K

0.93%

Kowal Investment Group, LLC

192.16K

Sep 30, 24

-1.07K

0.47%

Financial Planning & Information Services, Inc.

119.85K

Sep 30, 24

-16.00K

0.29%

First Trust Investment Solutions L.P.

28.90K

Sep 30, 24

+28.90K

0.07%

CEDRUS LLC

15.63K

Sep 30, 24

+7.38K

0.04%

RAYMOND JAMES TRUST N.A.

5.29K

Sep 30, 24

-2.22K

0.01%

VitalStone Financial, LLC

2.50K

Sep 30, 24

-66

0.01%

Vantage Financial Partners Ltd., Inc.

153.87K

Jun 30, 24

+7.49K

0.38%

Relative Value Partners Group, LLC

91.70K

Jun 30, 24

+91.70K

0.22%

BENJAMIN F. EDWARDS & COMPANY, INC.

18.92K

Jun 30, 24

+793

0.05%

Spotlight Asset Group, Inc.

6.58K

Jun 30, 24

0.02%

ICA Group Wealth Management, LLC

2.93K

Jun 30, 24

-1.44K

0.01%

Cetera Advisor Networks LLC

150.77K

Mar 31, 24

+9.11K

0.37%

Cetera Advisors LLC

63.27K

Mar 31, 24

+33.91K

0.16%

3D/L Capital Management, LLC

33.56K

Sep 30, 23

+33.56K

0.08%

Milestone Advisory Partners

10.63K

Sep 30, 23

0.03%

Icon Wealth Partners, LLC

8.66K

Sep 30, 23

0.02%

PFS INVESTMENTS INC.

236.56K

Jun 30, 23

+2.23K

0.58%

BerganKDV Wealth Management, LLC

16.20K

Jun 30, 23

-104

0.04%

TimeScale Financial, Inc.

4.81K

Jun 30, 23

-115

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-1.71K

Barber Financial Group, Inc.

40.83K

Mar 31, 23

-852

0.10%

True Capital Management

4.83K

Mar 31, 23

+21

0.01%

American Portfolios Advisors

52.30K

Sep 30, 22

-7.37K

0.13%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

51.08K

Sep 30, 22

+51.08K

0.13%

Doyle Wealth Management

4.42K

Sep 30, 22

0.01%

ACG Wealth

Sep 30, 22

-750

Pinnacle Private Wealth, LLC

19.10K

Jun 30, 22

-18

0.05%

B. Riley Wealth Management, Inc.

5.13K

Jun 30, 22

+29

0.01%

Financial Planners of Cleveland, Inc.

135.53K

Mar 31, 22

+89.04K

0.33%

Freedman Financial Associates, Inc.

750

Mar 31, 22

0.00%

Karn, Couzens & Associates, Inc.

Mar 31, 22

-6.06K

NEXT Financial Group, Inc

24.29K

Dec 31, 21

-578

0.06%

Landsberg, Bennett, & Dubbaneh LLC

265.71K

Sep 30, 21

-22.81K

0.65%

Ameritas Investment Company, LLC

76.97K

Sep 30, 21

+9.48K

0.19%

Hochman Cole Investment Advisors, Inc.

19.23K

Sep 30, 21

0.05%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

6.90K

Sep 30, 21

0.02%

USCA RIA LLC

15.29K

Jun 30, 21

0.04%

Hoover Financial Advisors, Inc.

108

Jun 30, 21

+10

0.00%

Pinnacle Advisory Group, Inc.

643.98K

Mar 31, 21

+174.33K

1.58%

Winslow, Evans & Crocker, Inc.

17.59K

Dec 31, 20

+6.22K

0.04%

Reby Advisors, LLC

143

Dec 31, 20

+143

0.00%

ETRADE Capital Management LLC

71.86K

Sep 30, 20

-1.20K

0.18%

3D ASSET MANAGEMENT, INC

42.44K

Sep 30, 20

+6.09K

0.10%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

41.84K

Sep 30, 20

+2.90K

0.10%

First Allied Advisory Services, Inc.

29.28K

Sep 30, 20

+5.29K

0.07%

LifePlan Financial Group, Inc

276

Sep 30, 20

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

6.26K

Mar 31, 20

0.02%

Advisor Group, Inc.

178.01K

Dec 31, 19

+27.66K

0.44%

LADENBURG THALMANN FINANCIAL SERVICES INC.

165.65K

Dec 31, 19

+21.70K

0.41%

Whitnell & Co.

41.20K

Dec 31, 19

+4.60K

0.10%

Beacon Pointe Wealth Advisors, LLC

3.98K

Dec 31, 19

+23

0.01%

BB&T SECURITIES, LLC

15.33K

Sep 30, 19

+4.91K

0.04%

HL FINANCIAL SERVICES LLC

5.48K

Mar 31, 19

-1.83K

0.01%

AVIANCE CAPITAL MANAGEMENT, LLC

Mar 31, 19

-20

0.00%

IFC Holdings Incorporated/FL

Dec 31, 17

-77.28K

Virtu KCG Holdings LLC

14.25K

Jun 30, 17

+14.25K

0.03%

Commonwealth Equity Services, Inc

7.14K

Jun 30, 17

+7.14K

0.02%

MSI Financial Services Inc

6.83K

Dec 31, 16

+257

0.02%