Fidelity Enhanced Mid Cap ETF(FMDE)

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FMDE(FMDE)

FMDE

Institutional Ownership

Top 329 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLS FARGO & COMPANY/MN	24.06M	Jun 30, 26	+3.12M	13.37%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13.27M	Jun 30, 26	+2.24M	7.38%
AMERIPRISE FINANCIAL INC	12.57M	Jun 30, 26	+377.40K	6.99%
FMR LLC	10.27M	Jun 30, 26	+474.64K	5.71%
LPL Financial LLC	6.41M	Jun 30, 26	+638.32K	3.56%
COMMONWEALTH EQUITY SERVICES, LLC	3.85M	Jun 30, 26	+677.70K	2.14%
RAYMOND JAMES FINANCIAL INC	3.84M	Jun 30, 26	+458.00K	2.13%
Advance Capital Management, Inc.	3.25M	Jun 30, 26	+3.25M	1.81%
HUNTINGTON NATIONAL BANK	3.03M	Jun 30, 26	+120.64K	1.69%
Cetera Investment Advisers	2.94M	Jun 30, 26	+895.49K	1.63%
CITADEL ADVISORS LLC	2.93M	Jun 30, 26	+2.93M	1.63%
ADVISOR GROUP HOLDINGS, INC.	2.68M	Jun 30, 26	+701.69K	1.49%
ENVESTNET ASSET MANAGEMENT INC	1.98M	Jun 30, 26	+171.72K	1.10%
MORGAN STANLEY	1.88M	Jun 30, 26	+566.95K	1.05%
Capital Analysts, LLC	1.86M	Jun 30, 26	+23.48K	1.04%
Kestra Advisory Services, LLC	1.69M	Jun 30, 26	-207.09K	0.94%
Richard P Slaughter Associates Inc	1.42M	Jun 30, 26	+117.69K	0.79%
ROYAL BANK OF CANADA	1.30M	Jun 30, 26	+235.76K	0.72%
Madison Wealth Partners, Inc	1.30M	Jun 30, 26	+72.20K	0.72%
GW HENSSLER & ASSOCIATES LTD	1.21M	Jun 30, 26	+31.46K	0.67%
MML INVESTORS SERVICES, LLC	1.08M	Jun 30, 26	+237.56K	0.60%
KFG WEALTH MANAGEMENT, LLC	947.79K	Jun 30, 26	+53.18K	0.53%
McNamara Financial Services, Inc.	773.26K	Jun 30, 26	+4.23K	0.43%
BANK OF AMERICA CORP /DE/	740.19K	Jun 30, 26	+108.66K	0.41%
LIFELONG WEALTH ADVISORS, INC.	736.67K	Jun 30, 26	-24.89K	0.41%
Kendall Capital Management	666.87K	Jun 30, 26	+634.82K	0.37%
UBS Group AG	662.34K	Jun 30, 26	+94.35K	0.37%
ADAMSBROWN WEALTH CONSULTANTS LLC	625.63K	Jun 30, 26	+24.14K	0.35%
Summit Financial Wealth Advisors, LLC	579.24K	Jun 30, 26	+27.48K	0.32%
Equitable Holdings, Inc.	577.18K	Jun 30, 26	+161.15K	0.32%
Retirement Management Systems Inc.	562.73K	Jun 30, 26	+33.23K	0.31%
Duncan Williams Asset Management, LLC	533.93K	Jun 30, 26	+533.93K	0.30%
Tyche Wealth Partners LLC	532.79K	Jun 30, 26	-4.03K	0.30%
TWO SIGMA INVESTMENTS, LP	499.80K	Jun 30, 26	+499.80K	0.28%
Cambridge Investment Research Advisors, Inc.	493.30K	Jun 30, 26	+23.39K	0.27%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	446.04K	Jun 30, 26	+19.91K	0.25%
Merit Financial Group, LLC	435.27K	Jun 30, 26	+44.11K	0.24%
Mayfair Advisory Group, LLC	430.65K	Jun 30, 26	+35.10K	0.24%
HighTower Advisors, LLC	405.64K	Jun 30, 26	+211.62K	0.23%
Baird Financial Group, Inc.	387.19K	Jun 30, 26	+24.38K	0.22%
Bank of New York Mellon Corp	383.71K	Jun 30, 26	+71.20K	0.21%
Mount Yale Investment Advisors, LLC	374.90K	Jun 30, 26	+374.90K	0.21%
Parkside Investments, LLC	333.93K	Jun 30, 26	-22.54K	0.19%
STALEY CAPITAL ADVISERS INC	313.87K	Jun 30, 26	+4.00K	0.17%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	298.53K	Jun 30, 26	+135.78K	0.17%
JPMORGAN CHASE & CO	296.46K	Jun 30, 26	+6.55K	0.16%
Redhawk Wealth Advisors, Inc.	281.46K	Jun 30, 26	+281.46K	0.16%
Private Advisor Group, LLC	272.92K	Jun 30, 26	-92.47K	0.15%
Prosperity Consulting Group, LLC	256.76K	Jun 30, 26	-29.76K	0.14%
LEVEL FOUR ADVISORY SERVICES, LLC	255.34K	Jun 30, 26	+1.52K	0.14%
Armor Investment Advisors, LLC	241.07K	Jun 30, 26	-31.43K	0.13%
Waterway Wealth Management, LLC	229.21K	Jun 30, 26	-174.56K	0.13%
Base Wealth Management LLC	225.31K	Jun 30, 26	+5.53K	0.13%
WILEY BROS.-AINTREE CAPITAL, LLC	224.60K	Jun 30, 26	+36.63K	0.12%
MGO ONE SEVEN LLC	208.65K	Jun 30, 26	+8.55K	0.12%
AdvisorNet Financial, Inc	206.78K	Jun 30, 26	+24.12K	0.11%
STIFEL FINANCIAL CORP	203.47K	Jun 30, 26	+124.39K	0.11%
Strata Wealth Advisors, LLC	202.80K	Jun 30, 26	+40.03K	0.11%
Pathstone Holdings, LLC	199.34K	Jun 30, 26	+2.13K	0.11%
Aspen Wealth Strategies, LLC	196.72K	Jun 30, 26	+4.08K	0.11%
Provident Wealth Management, LLC	195.65K	Jun 30, 26	+195.65K	0.11%
Broadway Wealth Solutions, Inc.	188.44K	Jun 30, 26	+8.02K	0.10%
PARK AVENUE SECURITIES LLC	176.12K	Jun 30, 26	+29.68K	0.10%
Sound Portfolio Advisors, LLC	150.40K	Jun 30, 26	+28.53K	0.08%
First Heartland Consultants, Inc.	145.20K	Jun 30, 26	+8.74K	0.08%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	133.39K	Jun 30, 26	+72.07K	0.07%
D.A. DAVIDSON & CO.	132.20K	Jun 30, 26	-23.44K	0.07%
BARNES PETTEY FINANCIAL ADVISORS, LLC	132.12K	Jun 30, 26	+35.52K	0.07%
IAG Wealth Partners, LLC	121.13K	Jun 30, 26	-1.73K	0.07%
Mutual Advisors, LLC	114.54K	Jun 30, 26	+8.89K	0.06%
Founders Financial Alliance, LLC	105.64K	Jun 30, 26	+2.41K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	105.55K	Jun 30, 26	+69.55K	0.06%
VALLEY NATIONAL ADVISERS INC	105.48K	Jun 30, 26	-7.84K	0.06%
GREATMARK INVESTMENT PARTNERS, INC.	105.13K	Jun 30, 26	+105.13K	0.06%
HB Wealth Management, LLC	103.82K	Jun 30, 26	+103.82K	0.06%
PFG Advisors	103.35K	Jun 30, 26	-42	0.06%
INVESTMENT ADVISORY SERVICES INC /TX /ADV	101.61K	Jun 30, 26	+27.20K	0.06%
LYNCH & ASSOCIATES/IN	101.11K	Jun 30, 26	+9.01K	0.06%
NewEdge Advisors, LLC	98.48K	Jun 30, 26	+13.28K	0.05%
Andrews Advisory Associates, LLC	95.03K	Jun 30, 26	+20.72K	0.05%
TD PRIVATE CLIENT WEALTH LLC	92.94K	Jun 30, 26	+58.40K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	92.56K	Jun 30, 26	+1.13K	0.05%
JONES FINANCIAL COMPANIES LLLP	89.17K	Jun 30, 26	+88.08K	0.05%
FMA Wealth Management, LLC	87.46K	Jun 30, 26	-1.09K	0.05%
Pinnacle Financial Partners, Inc.	86.88K	Jun 30, 26	+7.93K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	84.87K	Jun 30, 26	-5.82K	0.05%
Cornerstone Wealth, LLC/TN	83.93K	Jun 30, 26	+7.86K	0.05%
SUMMIT WEALTH GROUP LLC / CO	82.72K	Jun 30, 26	+42	0.05%
Cornell Pochily Investment Advisors, Inc.	78.94K	Jun 30, 26	+8.43K	0.04%
FIFTH THIRD BANCORP	78.84K	Jun 30, 26	+1.41K	0.04%
Tower Research Capital LLC (TRC)	78.65K	Jun 30, 26	+67.74K	0.04%
Clearwave Capital, LLC	74.62K	Jun 30, 26	+11.45K	0.04%
BG Investment Services, Inc.	70.86K	Jun 30, 26	+6.73K	0.04%
Resources Investment Advisors, LLC.	69.96K	Jun 30, 26	-1.31K	0.04%
IHT Wealth Management, LLC	68.83K	Jun 30, 26	+11.07K	0.04%
Holistic Planning, LLC	68.29K	Jun 30, 26	+4.96K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	67.32K	Jun 30, 26	-3.21K	0.04%
CENTAURUS FINANCIAL, INC.	66.49K	Jun 30, 26	+1.81K	0.04%
Farther Finance Advisors, LLC	64.26K	Jun 30, 26	-78.92K	0.04%
Cassilly Financial Group LLC	62.69K	Jun 30, 26	+1.67K	0.03%
LongView Wealth Management	62.37K	Jun 30, 26	-45.90K	0.03%
Steward Partners Investment Advisory, LLC	61.59K	Jun 30, 26	+3.06K	0.03%
IFG Advisory, LLC	59.68K	Jun 30, 26	+59.68K	0.03%
STEPHENS INC /AR/	58.34K	Jun 30, 26	+37.46K	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	58.33K	Jun 30, 26	+4.26K	0.03%
Wealthcare Advisory Partners LLC	55.91K	Jun 30, 26	+285	0.03%
GENESIS PRIVATE WEALTH, LLC	54.86K	Jun 30, 26	+14.33K	0.03%
GWN SECURITIES INC.	53.61K	Jun 30, 26	-185	0.03%
Integrated Wealth Concepts LLC	53.21K	Jun 30, 26	-21.41K	0.03%
HANCOCK WHITNEY CORP	50.75K	Jun 30, 26	--	0.03%
Arkadios Wealth Advisors	49.40K	Jun 30, 26	+2.12K	0.03%
OmniStar Financial Group, Inc.	48.34K	Jun 30, 26	+1.97K	0.03%
Janney Montgomery Scott LLC	45.38K	Jun 30, 26	+240	0.03%
NorthRock Partners, LLC	45.22K	Jun 30, 26	-1.54K	0.03%
CRA Financial Services, LLC	42.25K	Jun 30, 26	+3.41K	0.02%
Certified Advisory Corp	41.58K	Jun 30, 26	+1.73K	0.02%
Essex Financial Services, Inc.	41.30K	Jun 30, 26	+2.81K	0.02%
Noble Wealth Management PBC	40.72K	Jun 30, 26	-75.68K	0.02%
TBH Global Asset Management, LLC	39.92K	Jun 30, 26	-1.97K	0.02%
StoneX Group Inc.	39.54K	Jun 30, 26	+39.54K	0.02%
Harbor Asset Planning, Inc.	39.11K	Jun 30, 26	+1.70K	0.02%
FIFTH THIRD SECURITIES, INC.	38.48K	Jun 30, 26	+140	0.02%
MCRAE CAPITAL MANAGEMENT INC	37.11K	Jun 30, 26	+1.97K	0.02%
Worth Asset Management, LLC	36.51K	Jun 30, 26	-20.75K	0.02%
FCG Investment Co	36.24K	Jun 30, 26	+36.24K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	35.64K	Jun 30, 26	+15.31K	0.02%
First American Bank	34.27K	Jun 30, 26	+23.23K	0.02%
Cornerstone Wealth Management, LLC	33.76K	Jun 30, 26	-1.51K	0.02%
InTrack Investment Management Inc	33.20K	Jun 30, 26	-27.24K	0.02%
PRINCIPAL SECURITIES, INC.	31.81K	Jun 30, 26	+16.64K	0.02%
AQR CAPITAL MANAGEMENT LLC	31.26K	Jun 30, 26	+31.26K	0.02%
Townsend Financial Planning, LLC	30.87K	Jun 30, 26	+9.07K	0.02%
Savvy Advisors, Inc.	28.45K	Jun 30, 26	+1.26K	0.02%
Evergreen Private Wealth LLC	27.95K	Jun 30, 26	-1.61K	0.02%
Creative Planning	26.71K	Jun 30, 26	+9.51K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	26.34K	Jun 30, 26	+7.37K	0.01%
Sovran Advisors, LLC	26.13K	Jun 30, 26	+6.74K	0.01%
Regal Investment Advisors LLC	26.02K	Jun 30, 26	-1.90K	0.01%
HARBOR INVESTMENT ADVISORY, LLC	25.38K	Jun 30, 26	+19.08K	0.01%
Dakota Wealth Management	24.96K	Jun 30, 26	+64	0.01%
Snider Financial Group	24.07K	Jun 30, 26	-51.62K	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	23.43K	Jun 30, 26	+284	0.01%
IFP Advisors, Inc	23.42K	Jun 30, 26	-2.00K	0.01%
Cyndeo Wealth Partners, LLC	22.64K	Jun 30, 26	-6	0.01%
Betterment LLC	22.63K	Jun 30, 26	+1.62K	0.01%
Mission Financial Group, LLC	21.79K	Jun 30, 26	+21.79K	0.01%
Geneva Partners, LLC	21.36K	Jun 30, 26	+5.70K	0.01%
SFG Wealth Management, LLC.	21.22K	Jun 30, 26	+21.22K	0.01%
NWAM LLC	21.22K	Jun 30, 26	-979	0.01%
Golden State Wealth Management, LLC	21.05K	Jun 30, 26	+1.68K	0.01%
Aptus Capital Advisors, LLC	20.80K	Jun 30, 26	+20.80K	0.01%
TENET WEALTH PARTNERS, LLC	20.39K	Jun 30, 26	+20.39K	0.01%
Element Wealth, LLC	20.34K	Jun 30, 26	+3.91K	0.01%
HARBOUR INVESTMENTS, INC.	20.25K	Jun 30, 26	+3.39K	0.01%
Stratos Wealth Partners, LTD.	20.06K	Jun 30, 26	-936	0.01%
Vontobel Holding Ltd.	19.20K	Jun 30, 26	--	0.01%
Sowa Financial Group, Inc.	18.56K	Jun 30, 26	+5.48K	0.01%
TRUIST FINANCIAL CORP	17.94K	Jun 30, 26	+3.23K	0.01%
Patten Group, Inc.	17.45K	Jun 30, 26	+4.29K	0.01%
MOSAIC FINANCIAL GROUP, LLC	16.64K	Jun 30, 26	+2.52K	0.01%
TWIN FOCUS CAPITAL PARTNERS, LLC	16.55K	Jun 30, 26	--	0.01%
1015 Capital Partners, LLC	16.51K	Jun 30, 26	+280	0.01%
Demars Financial Group, LLC	16.15K	Jun 30, 26	-381	0.01%
Savant Capital, LLC	16.11K	Jun 30, 26	+16.11K	0.01%
Koshinski Asset Management, Inc.	15.70K	Jun 30, 26	+1.96K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	15.47K	Jun 30, 26	+614	0.01%
Delta Investment Management, LLC	15.26K	Jun 30, 26	+7.37K	0.01%
Allegheny Financial Group LTD	14.59K	Jun 30, 26	+14.59K	0.01%
Heritage Wealth Management, Inc.	14.40K	Jun 30, 26	+1.87K	0.01%
NATIXIS ADVISORS, L.P.	14.12K	Jun 30, 26	+14.12K	0.01%
RENAISSANCE TECHNOLOGIES LLC	13.90K	Jun 30, 26	+13.90K	0.01%
Qube Research & Technologies Ltd	13.89K	Jun 30, 26	+8.74K	0.01%
OPPENHEIMER & CO INC	13.66K	Jun 30, 26	+4.73K	0.01%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	12.95K	Jun 30, 26	+21	0.01%
B. Riley Wealth Advisors, Inc.	12.55K	Jun 30, 26	-100	0.01%
Rockefeller Capital Management L.P.	12.41K	Jun 30, 26	+4.28K	0.01%
Gladstone Institutional Advisory LLC	12.41K	Jun 30, 26	+2.62K	0.01%
Trexquant Investment LP	12.39K	Jun 30, 26	+12.39K	0.01%
Breakwater Capital Group	11.99K	Jun 30, 26	+14	0.01%
Argent Trust Co	11.91K	Jun 30, 26	+2.25K	0.01%
Mariner, LLC	11.90K	Jun 30, 26	+5.25K	0.01%
Ameritas Advisory Services, LLC	11.83K	Jun 30, 26	+11.83K	0.01%
J.W. COLE ADVISORS, INC.	11.83K	Jun 30, 26	+530	0.01%
BENJAMIN EDWARDS INC	11.11K	Jun 30, 26	+2.86K	0.01%
BRIGHTON JONES LLC	11.09K	Jun 30, 26	+14	0.01%
HBW Advisory Services LLC	11.03K	Jun 30, 26	+2.23K	0.01%
Smithfield Trust Co	11.00K	Jun 30, 26	--	0.01%
CreativeOne Wealth, LLC	10.91K	Jun 30, 26	-507	0.01%
Fermata Advisors, LLC	10.65K	Jun 30, 26	-4.81K	0.01%
SEI INVESTMENTS CO	10.25K	Jun 30, 26	+635	0.01%
WCG Wealth Advisors LLC	10.18K	Jun 30, 26	-1.80K	0.01%
Indivisible Partners	10.16K	Jun 30, 26	+10.16K	0.01%
Benin Management CORP	10.03K	Jun 30, 26	--	0.01%
Adviser Investments LLC	9.96K	Jun 30, 26	+25	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	9.94K	Jun 30, 26	+9.94K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	9.79K	Jun 30, 26	+3.71K	0.01%
Traynor Capital Management, Inc.	9.55K	Jun 30, 26	-73	0.01%
Dynamic Financial Group	8.96K	Jun 30, 26	+38	0.00%
TrueWealth Advisors, LLC	8.94K	Jun 30, 26	-235	0.00%
Proficio Capital Partners LLC	8.88K	Jun 30, 26	--	0.00%
CLEAR INVESTMENT RESEARCH, LLC	8.48K	Jun 30, 26	+4.60K	0.00%
Dynamic Advisor Solutions LLC	8.43K	Jun 30, 26	+1.92K	0.00%
Global Retirement Partners, LLC	8.37K	Jun 30, 26	+8.37K	0.00%
Odyssey Group, LLC	8.32K	Jun 30, 26	+8.32K	0.00%
1900 WEALTH MANAGEMENT LLC	8.31K	Jun 30, 26	+8.31K	0.00%
Modern Wealth Management, LLC	8.19K	Jun 30, 26	+21	0.00%
Clearstead Advisors, LLC	8.04K	Jun 30, 26	+2	0.00%
Piscataqua Savings Bank	8.00K	Jun 30, 26	--	0.00%
HERBST GROUP, LLC	8.00K	Jun 30, 26	+500	0.00%
Williams & Novak, LLC	7.83K	Jun 30, 26	-187	0.00%
Sequent Asset Management, LLC	7.71K	Jun 30, 26	--	0.00%
Waverly Advisors, LLC	7.61K	Jun 30, 26	+2	0.00%
KWB Wealth	7.48K	Jun 30, 26	-1.27K	0.00%
MTM FINANCIAL GROUP, LLC	7.16K	Jun 30, 26	+17	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	6.99K	Jun 30, 26	-536	0.00%
Sigma Planning Corp	6.80K	Jun 30, 26	-1.33K	0.00%
Advisory Services Network, LLC	6.54K	Jun 30, 26	+3.09K	0.00%
FULTON BANK, N.A.	6.50K	Jun 30, 26	--	0.00%
XML Financial, LLC	6.50K	Jun 30, 26	+6.50K	0.00%
Atria Investments, Inc	6.38K	Jun 30, 26	+732	0.00%
US BANCORP \DE\	6.33K	Jun 30, 26	+5.78K	0.00%
Prospera Financial Services Inc	6.29K	Jun 30, 26	-50	0.00%
Mayflower Financial Advisors, LLC	6.24K	Jun 30, 26	--	0.00%
Vise Technologies, Inc.	6.18K	Jun 30, 26	-662	0.00%
MAI Capital Management	6.01K	Jun 30, 26	+374	0.00%
RAM Investment Partners, LLC	5.98K	Jun 30, 26	+50	0.00%
ARK & TLK INVESTMENTS, LLC	5.88K	Jun 30, 26	+15	0.00%
Benchmark Financial, LLC	5.73K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	5.18K	Jun 30, 26	+5.18K	0.00%
Galvin, Gaustad & Stein, LLC	5.01K	Jun 30, 26	+5.01K	0.00%
Cohen Investment Advisors LLC	5.00K	Jun 30, 26	+5.00K	0.00%
PINNACLE ASSOCIATES LTD	4.96K	Jun 30, 26	+4.96K	0.00%
Godfrey Financial Associates, Inc.	4.95K	Jun 30, 26	+2	0.00%
EP Wealth Advisors, LLC	4.93K	Jun 30, 26	+4.93K	0.00%
GLENMEDE TRUST CO NA	4.85K	Jun 30, 26	+4.85K	0.00%
Byrne Asset Management LLC	4.33K	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	3.91K	Jun 30, 26	--	0.00%
First Command Advisory Services, Inc.	3.66K	Jun 30, 26	+3.66K	0.00%
Holos Integrated Wealth LLC	3.40K	Jun 30, 26	-63	0.00%
JFS WEALTH ADVISORS, LLC	2.84K	Jun 30, 26	+8	0.00%
Portfolio Resources Advisor Group, Inc.	2.66K	Jun 30, 26	--	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	2.42K	Jun 30, 26	+292	0.00%
Financial Perspectives, Inc	2.41K	Jun 30, 26	+2.00K	0.00%
Geneos Wealth Management Inc.	2.36K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	2.34K	Jun 30, 26	--	0.00%
AE Wealth Management LLC	2.02K	Jun 30, 26	+644	0.00%
CoreCap Advisors, LLC	1.90K	Jun 30, 26	+1	0.00%
Glass Jacobson Investment Advisors llc	1.87K	Jun 30, 26	+290	0.00%
HHM Wealth Advisors, LLC	1.72K	Jun 30, 26	+1.72K	0.00%
Stone House Investment Management, LLC	1.54K	Jun 30, 26	+4	0.00%
NBT BANK N A /NY	1.49K	Jun 30, 26	+976	0.00%
LifeSteps Financial, Inc.	1.48K	Jun 30, 26	+1.48K	0.00%
Allworth Financial LP	1.25K	Jun 30, 26	+3	0.00%
Cornerstone Planning Group LLC	1.10K	Jun 30, 26	+1	0.00%
Parallel Advisors, LLC	1.00K	Jun 30, 26	+1.00K	0.00%
Asset Dedication, LLC	908	Jun 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	823	Jun 30, 26	+823	0.00%
CULLEN/FROST BANKERS, INC.	720	Jun 30, 26	+720	0.00%
Creative Capital Management Investments LLC	711	Jun 30, 26	--	0.00%
CVA Family Office, LLC	658	Jun 30, 26	--	0.00%
CX Institutional	642	Jun 30, 26	-197	0.00%
Russell Investments Group, Ltd.	526	Jun 30, 26	+507	0.00%
Continuum Advisory, LLC	482	Jun 30, 26	+482	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	466	Jun 30, 26	+129	0.00%
TFC Financial Management, Inc.	435	Jun 30, 26	+435	0.00%
Providence Capital Advisors, LLC	421	Jun 30, 26	+421	0.00%
CKW FINANCIAL GROUP	316	Jun 30, 26	--	0.00%
Concord Wealth Partners	283	Jun 30, 26	+283	0.00%
VANGUARD ADVISERS INC	247	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	245	Jun 30, 26	+245	0.00%
Elevated Capital Advisors, LLC	244	Jun 30, 26	+244	0.00%
Cape Investment Advisory, Inc.	219	Jun 30, 26	+219	0.00%
ASSETMARK, INC	213	Jun 30, 26	+72	0.00%
Cornerstone Financial Management LLC	192	Jun 30, 26	-5	0.00%
BANK OF MONTREAL /CAN/	182	Jun 30, 26	--	0.00%
Meramec Financial Planners, LLC	154	Jun 30, 26	+154	0.00%
Miller Capital Partners, Inc.	131	Jun 30, 26	--	0.00%
Avion Wealth	96	Jun 30, 26	--	0.00%
Dogwood Wealth Management LLC	74	Jun 30, 26	+74	0.00%
Trust Co	54	Jun 30, 26	--	0.00%
LRI Investments, LLC	54	Jun 30, 26	--	0.00%
HighMark Wealth Management LLC	14	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	8	Jun 30, 26	+8	0.00%
Frazier Financial Advisors, LLC	7	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	6	Jun 30, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-120	--
MOTCO	--	Jun 30, 26	-109.51K	--
Financial Freedom, LLC	--	Jun 30, 26	-1.22K	--
HOEY INVESTMENTS, INC	--	Jun 30, 26	-62	--
Summit Financial, LLC	--	Jun 30, 26	-14.85K	--
Net Worth Advisory Group	--	Jun 30, 26	-11.19K	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-540	--
Henderson Brothers Financial Partners, LLC	--	Jun 30, 26	-7.39K	--
Investors Research Corp	--	Jun 30, 26	-578	--
COLDSTREAM CAPITAL MANAGEMENT INC	--	Jun 30, 26	-6.27K	--
Bleakley Financial Group, LLC	--	Jun 30, 26	-21.38K	--
SJS Investment Consulting Inc.	--	Jun 30, 26	-973	--
Independent Advisor Alliance	--	Jun 30, 26	-57.27K	--
Western Wealth Management, LLC	--	Jun 30, 26	-589	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.50K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-2.51K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-6.62K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-1.53K	--
Abound Wealth Management	--	Jun 30, 26	-1	--
Ancora Advisors, LLC	--	Jun 30, 26	-272	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-173.87K	--
CWM, LLC	295.30K	Mar 31, 26	+3.85K	0.16%
Pathfinder Wealth Consulting, Inc.	44.71K	Mar 31, 26	+2.17K	0.02%
Sunbelt Securities, Inc.	25.15K	Mar 31, 26	+2.15K	0.01%
Anfield Capital Management, LLC	2.79K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	818	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	181	Mar 31, 26	--	0.00%
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-18.30K	--
CIBC Private Wealth Group, LLC	4.51K	Dec 31, 25	+7	0.00%
COMERICA BANK	3.76K	Dec 31, 25	--	0.00%
SYNOVUS FINANCIAL CORP	41.33K	Sep 30, 25	+4.16K	0.02%
TEXAS CAPITAL BANCSHARES INC/TX	585	Sep 30, 25	+585	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-16.27K	--
Atria Wealth Solutions, Inc.	172.54K	Jun 30, 25	+57.45K	0.10%
AVANTAX ADVISORY SERVICES, INC.	38.93K	Jun 30, 25	+3.95K	0.02%
Sandy Spring Bank	1.28K	Mar 31, 25	+1.28K	0.00%
HBC Financial Services, PLLC	4.91K	Dec 31, 24	+14	0.00%
RAYMOND JAMES & ASSOCIATES	93.84K	Sep 30, 24	-2.58K	0.05%
Raymond James Financial Services Advisors, Inc.	85.59K	Sep 30, 24	+17.00K	0.05%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	183	Jun 30, 24	--	0.00%
HoyleCohen, LLC	--	Jun 30, 24	-10.46K	--
Cetera Advisor Networks LLC	327.61K	Mar 31, 24	+1.04K	0.18%
Cetera Advisors LLC	7.35K	Mar 31, 24	+7.35K	0.00%
Baystate Wealth Management LLC	844	Dec 31, 23	+844	0.00%

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Holder

Date

Change

% Held

WELLS FARGO & COMPANY/MN

24.06M

Jun 30, 26

+3.12M

13.37%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

13.27M

Jun 30, 26

+2.24M

7.38%

AMERIPRISE FINANCIAL INC

12.57M

Jun 30, 26

+377.40K

6.99%

FMR LLC

10.27M

Jun 30, 26

+474.64K

5.71%

LPL Financial LLC

6.41M

Jun 30, 26

+638.32K

3.56%

COMMONWEALTH EQUITY SERVICES, LLC

3.85M

Jun 30, 26

+677.70K

2.14%

RAYMOND JAMES FINANCIAL INC

3.84M

Jun 30, 26

+458.00K

2.13%

Advance Capital Management, Inc.

3.25M

Jun 30, 26

+3.25M

1.81%

HUNTINGTON NATIONAL BANK

3.03M

Jun 30, 26

+120.64K

1.69%

Cetera Investment Advisers

2.94M

Jun 30, 26

+895.49K

1.63%

CITADEL ADVISORS LLC

2.93M

Jun 30, 26

+2.93M

1.63%

ADVISOR GROUP HOLDINGS, INC.

2.68M

Jun 30, 26

+701.69K

1.49%

ENVESTNET ASSET MANAGEMENT INC

1.98M

Jun 30, 26

+171.72K

1.10%

MORGAN STANLEY

1.88M

Jun 30, 26

+566.95K

1.05%

Capital Analysts, LLC

1.86M

Jun 30, 26

+23.48K

1.04%

Kestra Advisory Services, LLC

1.69M

Jun 30, 26

-207.09K

0.94%

Richard P Slaughter Associates Inc

1.42M

Jun 30, 26

+117.69K

0.79%

ROYAL BANK OF CANADA

1.30M

Jun 30, 26

+235.76K

0.72%

Madison Wealth Partners, Inc

1.30M

Jun 30, 26

+72.20K

0.72%

GW HENSSLER & ASSOCIATES LTD

1.21M

Jun 30, 26

+31.46K

0.67%

MML INVESTORS SERVICES, LLC

1.08M

Jun 30, 26

+237.56K

0.60%

KFG WEALTH MANAGEMENT, LLC

947.79K

Jun 30, 26

+53.18K

0.53%

McNamara Financial Services, Inc.

773.26K

Jun 30, 26

+4.23K

0.43%

BANK OF AMERICA CORP /DE/

740.19K

Jun 30, 26

+108.66K

0.41%

LIFELONG WEALTH ADVISORS, INC.

736.67K

Jun 30, 26

-24.89K

0.41%

Kendall Capital Management

666.87K

Jun 30, 26

+634.82K

0.37%

UBS Group AG

662.34K

Jun 30, 26

+94.35K

0.37%

ADAMSBROWN WEALTH CONSULTANTS LLC

625.63K

Jun 30, 26

+24.14K

0.35%

Summit Financial Wealth Advisors, LLC

579.24K

Jun 30, 26

+27.48K

0.32%

Equitable Holdings, Inc.

577.18K

Jun 30, 26

+161.15K

0.32%

Retirement Management Systems Inc.

562.73K

Jun 30, 26

+33.23K

0.31%

Duncan Williams Asset Management, LLC

533.93K

Jun 30, 26

+533.93K

0.30%

Tyche Wealth Partners LLC

532.79K

Jun 30, 26

-4.03K

0.30%

TWO SIGMA INVESTMENTS, LP

499.80K

Jun 30, 26

+499.80K

0.28%

Cambridge Investment Research Advisors, Inc.

493.30K

Jun 30, 26

+23.39K

0.27%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

446.04K

Jun 30, 26

+19.91K

0.25%

Merit Financial Group, LLC

435.27K

Jun 30, 26

+44.11K

0.24%

Mayfair Advisory Group, LLC

430.65K

Jun 30, 26

+35.10K

0.24%

HighTower Advisors, LLC

405.64K

Jun 30, 26

+211.62K

0.23%

Baird Financial Group, Inc.

387.19K

Jun 30, 26

+24.38K

0.22%

Bank of New York Mellon Corp

383.71K

Jun 30, 26

+71.20K

0.21%

Mount Yale Investment Advisors, LLC

374.90K

Jun 30, 26

+374.90K

0.21%

Parkside Investments, LLC

333.93K

Jun 30, 26

-22.54K

0.19%

STALEY CAPITAL ADVISERS INC

313.87K

Jun 30, 26

+4.00K

0.17%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

298.53K

Jun 30, 26

+135.78K

0.17%

JPMORGAN CHASE & CO

296.46K

Jun 30, 26

+6.55K

0.16%

Redhawk Wealth Advisors, Inc.

281.46K

Jun 30, 26

+281.46K

0.16%

Private Advisor Group, LLC

272.92K

Jun 30, 26

-92.47K

0.15%

Prosperity Consulting Group, LLC

256.76K

Jun 30, 26

-29.76K

0.14%

LEVEL FOUR ADVISORY SERVICES, LLC

255.34K

Jun 30, 26

+1.52K

0.14%

Armor Investment Advisors, LLC

241.07K

Jun 30, 26

-31.43K

0.13%

Waterway Wealth Management, LLC

229.21K

Jun 30, 26

-174.56K

0.13%

Base Wealth Management LLC

225.31K

Jun 30, 26

+5.53K

0.13%

WILEY BROS.-AINTREE CAPITAL, LLC

224.60K

Jun 30, 26

+36.63K

0.12%

MGO ONE SEVEN LLC

208.65K

Jun 30, 26

+8.55K

0.12%

AdvisorNet Financial, Inc

206.78K

Jun 30, 26

+24.12K

0.11%

STIFEL FINANCIAL CORP

203.47K

Jun 30, 26

+124.39K

0.11%

Strata Wealth Advisors, LLC

202.80K

Jun 30, 26

+40.03K

0.11%

Pathstone Holdings, LLC

199.34K

Jun 30, 26

+2.13K

0.11%

Aspen Wealth Strategies, LLC

196.72K

Jun 30, 26

+4.08K

0.11%

Provident Wealth Management, LLC

195.65K

Jun 30, 26

+195.65K

0.11%

Broadway Wealth Solutions, Inc.

188.44K

Jun 30, 26

+8.02K

0.10%

PARK AVENUE SECURITIES LLC

176.12K

Jun 30, 26

+29.68K

0.10%

Sound Portfolio Advisors, LLC

150.40K

Jun 30, 26

+28.53K

0.08%

First Heartland Consultants, Inc.

145.20K

Jun 30, 26

+8.74K

0.08%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

133.39K

Jun 30, 26

+72.07K

0.07%

D.A. DAVIDSON & CO.

132.20K

Jun 30, 26

-23.44K

0.07%

BARNES PETTEY FINANCIAL ADVISORS, LLC

132.12K

Jun 30, 26

+35.52K

0.07%

IAG Wealth Partners, LLC

121.13K

Jun 30, 26

-1.73K

0.07%

Mutual Advisors, LLC

114.54K

Jun 30, 26

+8.89K

0.06%

Founders Financial Alliance, LLC

105.64K

Jun 30, 26

+2.41K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

105.55K

Jun 30, 26

+69.55K

0.06%

VALLEY NATIONAL ADVISERS INC

105.48K

Jun 30, 26

-7.84K

0.06%

GREATMARK INVESTMENT PARTNERS, INC.

105.13K

Jun 30, 26

+105.13K

0.06%

HB Wealth Management, LLC

103.82K

Jun 30, 26

+103.82K

0.06%

PFG Advisors

103.35K

Jun 30, 26

-42

0.06%

INVESTMENT ADVISORY SERVICES INC /TX /ADV

101.61K

Jun 30, 26

+27.20K

0.06%

LYNCH & ASSOCIATES/IN

101.11K

Jun 30, 26

+9.01K

0.06%

NewEdge Advisors, LLC

98.48K

Jun 30, 26

+13.28K

0.05%

Andrews Advisory Associates, LLC

95.03K

Jun 30, 26

+20.72K

0.05%

TD PRIVATE CLIENT WEALTH LLC

92.94K

Jun 30, 26

+58.40K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

92.56K

Jun 30, 26

+1.13K

0.05%

JONES FINANCIAL COMPANIES LLLP

89.17K

Jun 30, 26

+88.08K

0.05%

FMA Wealth Management, LLC

87.46K

Jun 30, 26

-1.09K

0.05%

Pinnacle Financial Partners, Inc.

86.88K

Jun 30, 26

+7.93K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

84.87K

Jun 30, 26

-5.82K

0.05%

Cornerstone Wealth, LLC/TN

83.93K

Jun 30, 26

+7.86K

0.05%

SUMMIT WEALTH GROUP LLC / CO

82.72K

Jun 30, 26

+42

0.05%

Cornell Pochily Investment Advisors, Inc.

78.94K

Jun 30, 26

+8.43K

0.04%

FIFTH THIRD BANCORP

78.84K

Jun 30, 26

+1.41K

0.04%

Tower Research Capital LLC (TRC)

78.65K

Jun 30, 26

+67.74K

0.04%

Clearwave Capital, LLC

74.62K

Jun 30, 26

+11.45K

0.04%

BG Investment Services, Inc.

70.86K

Jun 30, 26

+6.73K

0.04%

Resources Investment Advisors, LLC.

69.96K

Jun 30, 26

-1.31K

0.04%

IHT Wealth Management, LLC

68.83K

Jun 30, 26

+11.07K

0.04%

Holistic Planning, LLC

68.29K

Jun 30, 26

+4.96K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

67.32K

Jun 30, 26

-3.21K

0.04%

CENTAURUS FINANCIAL, INC.

66.49K

Jun 30, 26

+1.81K

0.04%

Farther Finance Advisors, LLC

64.26K

Jun 30, 26

-78.92K

0.04%

Cassilly Financial Group LLC

62.69K

Jun 30, 26

+1.67K

0.03%

LongView Wealth Management

62.37K

Jun 30, 26

-45.90K

0.03%

Steward Partners Investment Advisory, LLC

61.59K

Jun 30, 26

+3.06K

0.03%

IFG Advisory, LLC

59.68K

Jun 30, 26

+59.68K

0.03%

STEPHENS INC /AR/

58.34K

Jun 30, 26

+37.46K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

58.33K

Jun 30, 26

+4.26K

0.03%

Wealthcare Advisory Partners LLC

55.91K

Jun 30, 26

+285

0.03%

GENESIS PRIVATE WEALTH, LLC

54.86K

Jun 30, 26

+14.33K

0.03%

GWN SECURITIES INC.

53.61K

Jun 30, 26

-185

0.03%

Integrated Wealth Concepts LLC

53.21K

Jun 30, 26

-21.41K

0.03%

HANCOCK WHITNEY CORP

50.75K

Jun 30, 26

0.03%

Arkadios Wealth Advisors

49.40K

Jun 30, 26

+2.12K

0.03%

OmniStar Financial Group, Inc.

48.34K

Jun 30, 26

+1.97K

0.03%

Janney Montgomery Scott LLC

45.38K

Jun 30, 26

+240

0.03%

NorthRock Partners, LLC

45.22K

Jun 30, 26

-1.54K

0.03%

CRA Financial Services, LLC

42.25K

Jun 30, 26

+3.41K

0.02%

Certified Advisory Corp

41.58K

Jun 30, 26

+1.73K

0.02%

Essex Financial Services, Inc.

41.30K

Jun 30, 26

+2.81K

0.02%

Noble Wealth Management PBC

40.72K

Jun 30, 26

-75.68K

0.02%

TBH Global Asset Management, LLC

39.92K

Jun 30, 26

-1.97K

0.02%

StoneX Group Inc.

39.54K

Jun 30, 26

+39.54K

0.02%

Harbor Asset Planning, Inc.

39.11K

Jun 30, 26

+1.70K

0.02%

FIFTH THIRD SECURITIES, INC.

38.48K

Jun 30, 26

+140

0.02%

MCRAE CAPITAL MANAGEMENT INC

37.11K

Jun 30, 26

+1.97K

0.02%

Worth Asset Management, LLC

36.51K

Jun 30, 26

-20.75K

0.02%

FCG Investment Co

36.24K

Jun 30, 26

+36.24K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

35.64K

Jun 30, 26

+15.31K

0.02%

First American Bank

34.27K

Jun 30, 26

+23.23K

0.02%

Cornerstone Wealth Management, LLC

33.76K

Jun 30, 26

-1.51K

0.02%

InTrack Investment Management Inc

33.20K

Jun 30, 26

-27.24K

0.02%

PRINCIPAL SECURITIES, INC.

31.81K

Jun 30, 26

+16.64K

0.02%

AQR CAPITAL MANAGEMENT LLC

31.26K

Jun 30, 26

+31.26K

0.02%

Townsend Financial Planning, LLC

30.87K

Jun 30, 26

+9.07K

0.02%

Savvy Advisors, Inc.

28.45K

Jun 30, 26

+1.26K

0.02%

Evergreen Private Wealth LLC

27.95K

Jun 30, 26

-1.61K

0.02%

Creative Planning

26.71K

Jun 30, 26

+9.51K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

26.34K

Jun 30, 26

+7.37K

0.01%

Sovran Advisors, LLC

26.13K

Jun 30, 26

+6.74K

0.01%

Regal Investment Advisors LLC

26.02K

Jun 30, 26

-1.90K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

25.38K

Jun 30, 26

+19.08K

0.01%

Dakota Wealth Management

24.96K

Jun 30, 26

+64

0.01%

Snider Financial Group

24.07K

Jun 30, 26

-51.62K

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

23.43K

Jun 30, 26

+284

0.01%

IFP Advisors, Inc

23.42K

Jun 30, 26

-2.00K

0.01%

Cyndeo Wealth Partners, LLC

22.64K

Jun 30, 26

-6

0.01%

Betterment LLC

22.63K

Jun 30, 26

+1.62K

0.01%

Mission Financial Group, LLC

21.79K

Jun 30, 26

+21.79K

0.01%

Geneva Partners, LLC

21.36K

Jun 30, 26

+5.70K

0.01%

SFG Wealth Management, LLC.

21.22K

Jun 30, 26

+21.22K

0.01%

NWAM LLC

21.22K

Jun 30, 26

-979

0.01%

Golden State Wealth Management, LLC

21.05K

Jun 30, 26

+1.68K

0.01%

Aptus Capital Advisors, LLC

20.80K

Jun 30, 26

+20.80K

0.01%

TENET WEALTH PARTNERS, LLC

20.39K

Jun 30, 26

+20.39K

0.01%

Element Wealth, LLC

20.34K

Jun 30, 26

+3.91K

0.01%

HARBOUR INVESTMENTS, INC.

20.25K

Jun 30, 26

+3.39K

0.01%

Stratos Wealth Partners, LTD.

20.06K

Jun 30, 26

-936

0.01%

Vontobel Holding Ltd.

19.20K

Jun 30, 26

0.01%

Sowa Financial Group, Inc.

18.56K

Jun 30, 26

+5.48K

0.01%

TRUIST FINANCIAL CORP

17.94K

Jun 30, 26

+3.23K

0.01%

Patten Group, Inc.

17.45K

Jun 30, 26

+4.29K

0.01%

MOSAIC FINANCIAL GROUP, LLC

16.64K

Jun 30, 26

+2.52K

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

16.55K

Jun 30, 26

0.01%

1015 Capital Partners, LLC

16.51K

Jun 30, 26

+280

0.01%

Demars Financial Group, LLC

16.15K

Jun 30, 26

-381

0.01%

Savant Capital, LLC

16.11K

Jun 30, 26

+16.11K

0.01%

Koshinski Asset Management, Inc.

15.70K

Jun 30, 26

+1.96K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

15.47K

Jun 30, 26

+614

0.01%

Delta Investment Management, LLC

15.26K

Jun 30, 26

+7.37K

0.01%

Allegheny Financial Group LTD

14.59K

Jun 30, 26

+14.59K

0.01%

Heritage Wealth Management, Inc.

14.40K

Jun 30, 26

+1.87K

0.01%

NATIXIS ADVISORS, L.P.

14.12K

Jun 30, 26

+14.12K

0.01%

RENAISSANCE TECHNOLOGIES LLC

13.90K

Jun 30, 26

+13.90K

0.01%

Qube Research & Technologies Ltd

13.89K

Jun 30, 26

+8.74K

0.01%

OPPENHEIMER & CO INC

13.66K

Jun 30, 26

+4.73K

0.01%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

12.95K

Jun 30, 26

+21

0.01%

B. Riley Wealth Advisors, Inc.

12.55K

Jun 30, 26

-100

0.01%

Rockefeller Capital Management L.P.

12.41K

Jun 30, 26

+4.28K

0.01%

Gladstone Institutional Advisory LLC

12.41K

Jun 30, 26

+2.62K

0.01%

Trexquant Investment LP

12.39K

Jun 30, 26

+12.39K

0.01%

Breakwater Capital Group

11.99K

Jun 30, 26

+14

0.01%

Argent Trust Co

11.91K

Jun 30, 26

+2.25K

0.01%

Mariner, LLC

11.90K

Jun 30, 26

+5.25K

0.01%

Ameritas Advisory Services, LLC

11.83K

Jun 30, 26

+11.83K

0.01%

J.W. COLE ADVISORS, INC.

11.83K

Jun 30, 26

+530

0.01%

BENJAMIN EDWARDS INC

11.11K

Jun 30, 26

+2.86K

0.01%

BRIGHTON JONES LLC

11.09K

Jun 30, 26

+14

0.01%

HBW Advisory Services LLC

11.03K

Jun 30, 26

+2.23K

0.01%

Smithfield Trust Co

11.00K

Jun 30, 26

0.01%

CreativeOne Wealth, LLC

10.91K

Jun 30, 26

-507

0.01%

Fermata Advisors, LLC

10.65K

Jun 30, 26

-4.81K

0.01%

SEI INVESTMENTS CO

10.25K

Jun 30, 26

+635

0.01%

WCG Wealth Advisors LLC

10.18K

Jun 30, 26

-1.80K

0.01%

Indivisible Partners

10.16K

Jun 30, 26

+10.16K

0.01%

Benin Management CORP

10.03K

Jun 30, 26

0.01%

Adviser Investments LLC

9.96K

Jun 30, 26

+25

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

9.94K

Jun 30, 26

+9.94K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

9.79K

Jun 30, 26

+3.71K

0.01%

Traynor Capital Management, Inc.

9.55K

Jun 30, 26

-73

0.01%

Dynamic Financial Group

8.96K

Jun 30, 26

+38

0.00%

TrueWealth Advisors, LLC

8.94K

Jun 30, 26

-235

0.00%

Proficio Capital Partners LLC

8.88K

Jun 30, 26

0.00%

CLEAR INVESTMENT RESEARCH, LLC

8.48K

Jun 30, 26

+4.60K

0.00%

Dynamic Advisor Solutions LLC

8.43K

Jun 30, 26

+1.92K

0.00%

Global Retirement Partners, LLC

8.37K

Jun 30, 26

+8.37K

0.00%

Odyssey Group, LLC

8.32K

Jun 30, 26

+8.32K

0.00%

1900 WEALTH MANAGEMENT LLC

8.31K

Jun 30, 26

+8.31K

0.00%

Modern Wealth Management, LLC

8.19K

Jun 30, 26

+21

0.00%

Clearstead Advisors, LLC

8.04K

Jun 30, 26

0.00%

Piscataqua Savings Bank

8.00K

Jun 30, 26

0.00%

HERBST GROUP, LLC

8.00K

Jun 30, 26

+500

0.00%

Williams & Novak, LLC

7.83K

Jun 30, 26

-187

0.00%

Sequent Asset Management, LLC

7.71K

Jun 30, 26

0.00%

Waverly Advisors, LLC

7.61K

Jun 30, 26

0.00%

KWB Wealth

7.48K

Jun 30, 26

-1.27K

0.00%

MTM FINANCIAL GROUP, LLC

7.16K

Jun 30, 26

+17

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

6.99K

Jun 30, 26

-536

0.00%

Sigma Planning Corp

6.80K

Jun 30, 26

-1.33K

0.00%

Advisory Services Network, LLC

6.54K

Jun 30, 26

+3.09K

0.00%

FULTON BANK, N.A.

6.50K

Jun 30, 26

0.00%

XML Financial, LLC

6.50K

Jun 30, 26

+6.50K

0.00%

Atria Investments, Inc

6.38K

Jun 30, 26

+732

0.00%

US BANCORP \DE\

6.33K

Jun 30, 26

+5.78K

0.00%

Prospera Financial Services Inc

6.29K

Jun 30, 26

-50

0.00%

Mayflower Financial Advisors, LLC

6.24K

Jun 30, 26

0.00%

Vise Technologies, Inc.

6.18K

Jun 30, 26

-662

0.00%

MAI Capital Management

6.01K

Jun 30, 26

+374

0.00%

RAM Investment Partners, LLC

5.98K

Jun 30, 26

+50

0.00%

ARK & TLK INVESTMENTS, LLC

5.88K

Jun 30, 26

+15

0.00%

Benchmark Financial, LLC

5.73K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

5.18K

Jun 30, 26

+5.18K

0.00%

Galvin, Gaustad & Stein, LLC

5.01K

Jun 30, 26

+5.01K

0.00%

Cohen Investment Advisors LLC

5.00K

Jun 30, 26

+5.00K

0.00%

PINNACLE ASSOCIATES LTD

4.96K

Jun 30, 26

+4.96K

0.00%

Godfrey Financial Associates, Inc.

4.95K

Jun 30, 26

0.00%

EP Wealth Advisors, LLC

4.93K

Jun 30, 26

+4.93K

0.00%

GLENMEDE TRUST CO NA

4.85K

Jun 30, 26

+4.85K

0.00%

Byrne Asset Management LLC

4.33K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

3.91K

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

3.66K

Jun 30, 26

+3.66K

0.00%

Holos Integrated Wealth LLC

3.40K

Jun 30, 26

-63

0.00%

JFS WEALTH ADVISORS, LLC

2.84K

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

2.66K

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

2.42K

Jun 30, 26

+292

0.00%

Financial Perspectives, Inc

2.41K

Jun 30, 26

+2.00K

0.00%

Geneos Wealth Management Inc.

2.36K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

2.34K

Jun 30, 26

0.00%

AE Wealth Management LLC

2.02K

Jun 30, 26

+644

0.00%

CoreCap Advisors, LLC

1.90K

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

1.87K

Jun 30, 26

+290

0.00%

HHM Wealth Advisors, LLC

1.72K

Jun 30, 26

+1.72K

0.00%

Stone House Investment Management, LLC

1.54K

Jun 30, 26

0.00%

NBT BANK N A /NY

1.49K

Jun 30, 26

+976

0.00%

LifeSteps Financial, Inc.

1.48K

Jun 30, 26

+1.48K

0.00%

Allworth Financial LP

1.25K

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

1.10K

Jun 30, 26

0.00%

Parallel Advisors, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

Asset Dedication, LLC

908

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

823

Jun 30, 26

+823

0.00%

CULLEN/FROST BANKERS, INC.

720

Jun 30, 26

+720

0.00%

Creative Capital Management Investments LLC

711

Jun 30, 26

0.00%

CVA Family Office, LLC

658

Jun 30, 26

0.00%

CX Institutional

642

Jun 30, 26

-197

0.00%

Russell Investments Group, Ltd.

526

Jun 30, 26

+507

0.00%

Continuum Advisory, LLC

482

Jun 30, 26

+482

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

466

Jun 30, 26

+129

0.00%

TFC Financial Management, Inc.

435

Jun 30, 26

+435

0.00%

Providence Capital Advisors, LLC

421

Jun 30, 26

+421

0.00%

CKW FINANCIAL GROUP

316

Jun 30, 26

0.00%

Concord Wealth Partners

283

Jun 30, 26

+283

0.00%

VANGUARD ADVISERS INC

247

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

245

Jun 30, 26

+245

0.00%

Elevated Capital Advisors, LLC

244

Jun 30, 26

+244

0.00%

Cape Investment Advisory, Inc.

219

Jun 30, 26

+219

0.00%

ASSETMARK, INC

213

Jun 30, 26

+72

0.00%

Cornerstone Financial Management LLC

192

Jun 30, 26

-5

0.00%

BANK OF MONTREAL /CAN/

182

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

154

Jun 30, 26

+154

0.00%

Miller Capital Partners, Inc.

131

Jun 30, 26

0.00%

Avion Wealth

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

Jun 30, 26

+74

0.00%

Trust Co

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

HighMark Wealth Management LLC

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-120

MOTCO

Jun 30, 26

-109.51K

Financial Freedom, LLC

Jun 30, 26

-1.22K

HOEY INVESTMENTS, INC

Jun 30, 26

-62

Summit Financial, LLC

Jun 30, 26

-14.85K

Net Worth Advisory Group

Jun 30, 26

-11.19K

GHP Investment Advisors, Inc.

Jun 30, 26

-540

Henderson Brothers Financial Partners, LLC

Jun 30, 26

-7.39K

Investors Research Corp

Jun 30, 26

-578

COLDSTREAM CAPITAL MANAGEMENT INC

Jun 30, 26

-6.27K

Bleakley Financial Group, LLC

Jun 30, 26

-21.38K

SJS Investment Consulting Inc.

Jun 30, 26

-973

Independent Advisor Alliance

Jun 30, 26

-57.27K

Western Wealth Management, LLC

Jun 30, 26

-589

Root Financial Partners, LLC

Jun 30, 26

-1.50K

Clarity Asset Management, Inc.

Jun 30, 26

-2.51K

Sound Income Strategies, LLC

Jun 30, 26

-6.62K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-1.53K

Abound Wealth Management

Jun 30, 26

-1

Ancora Advisors, LLC

Jun 30, 26

-272

JANE STREET GROUP, LLC

Jun 30, 26

-173.87K

CWM, LLC

295.30K

Mar 31, 26

+3.85K

0.16%

Pathfinder Wealth Consulting, Inc.

44.71K

Mar 31, 26

+2.17K

0.02%

Sunbelt Securities, Inc.

25.15K

Mar 31, 26

+2.15K

0.01%

Anfield Capital Management, LLC

2.79K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

818

Mar 31, 26

0.00%

McIlrath & Eck, LLC

181

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-18.30K

CIBC Private Wealth Group, LLC

4.51K

Dec 31, 25

0.00%

COMERICA BANK

3.76K

Dec 31, 25

0.00%

SYNOVUS FINANCIAL CORP

41.33K

Sep 30, 25

+4.16K

0.02%

TEXAS CAPITAL BANCSHARES INC/TX

585

Sep 30, 25

+585

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-16.27K

Atria Wealth Solutions, Inc.

172.54K

Jun 30, 25

+57.45K

0.10%

AVANTAX ADVISORY SERVICES, INC.

38.93K

Jun 30, 25

+3.95K

0.02%

Sandy Spring Bank

1.28K

Mar 31, 25

+1.28K

0.00%

HBC Financial Services, PLLC

4.91K

Dec 31, 24

+14

0.00%

RAYMOND JAMES & ASSOCIATES

93.84K

Sep 30, 24

-2.58K

0.05%

Raymond James Financial Services Advisors, Inc.

85.59K

Sep 30, 24

+17.00K

0.05%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

183

Jun 30, 24

0.00%

HoyleCohen, LLC

Jun 30, 24

-10.46K

Cetera Advisor Networks LLC

327.61K

Mar 31, 24

+1.04K

0.18%

Cetera Advisors LLC

7.35K

Mar 31, 24

+7.35K

0.00%

Baystate Wealth Management LLC

844

Dec 31, 23

+844

0.00%