Fidelity MSCI Real Estate Index ETF(FREL)

$29.14—Stale · unknown old

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Fidelity MSCI Real Estate Index ETF(FREL)

NYSE • Last print unknown ago

$29.14—Stale · unknown old

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FREL(FREL)

FREL

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Institutional Ownership

Top 405 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	10.47M	Jun 30, 26	+205.51K	26.35%
Lido Advisors, LLC	1.11M	Jun 30, 26	-45.49K	2.80%
CITIZENS & NORTHERN CORP	953.63K	Jun 30, 26	-166.30K	2.40%
Black Diamond Financial, LLC	897.34K	Jun 30, 26	+70.03K	2.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	869.14K	Jun 30, 26	+18.78K	2.19%
ENVESTNET ASSET MANAGEMENT INC	834.75K	Jun 30, 26	-128.59K	2.10%
MAI Capital Management	751.88K	Jun 30, 26	+61.87K	1.89%
TRUEFG, LLC	707.28K	Jun 30, 26	+15.65K	1.78%
PNC FINANCIAL SERVICES GROUP, INC.	635.61K	Jun 30, 26	-65.42K	1.60%
LPL Financial LLC	606.36K	Jun 30, 26	+17.92K	1.53%
Riverpoint Wealth Management Holdings, LLC	574.10K	Jun 30, 26	+18.24K	1.44%
COMMONWEALTH EQUITY SERVICES, LLC	550.82K	Jun 30, 26	-2.09K	1.39%
Cetera Investment Advisers	414.73K	Jun 30, 26	+36.89K	1.04%
Pure Financial Advisors, LLC	374.75K	Jun 30, 26	-11.94K	0.94%
Diversify Advisory Services, LLC	348.24K	Jun 30, 26	+348.24K	0.88%
DIVERSIFY WEALTH MANAGEMENT, LLC	348.24K	Jun 30, 26	+18.54K	0.88%
Payne Capital Management, LLC	326.41K	Jun 30, 26	+14.08K	0.82%
Pasadena Private Wealth, LLC	290.00K	Jun 30, 26	+69.43K	0.73%
Marotta Asset Management	271.60K	Jun 30, 26	+19.03K	0.68%
MML INVESTORS SERVICES, LLC	251.29K	Jun 30, 26	+35.62K	0.63%
AE Wealth Management LLC	242.50K	Jun 30, 26	-4.73K	0.61%
Heck Capital Advisors, LLC	229.50K	Jun 30, 26	-6.43K	0.58%
Dynamic Advisor Solutions LLC	218.48K	Jun 30, 26	+9.66K	0.55%
AGF MANAGEMENT LTD	217.10K	Jun 30, 26	+3.68K	0.55%
ADVISOR GROUP HOLDINGS, INC.	210.57K	Jun 30, 26	-23.77K	0.53%
RAYMOND JAMES FINANCIAL INC	207.18K	Jun 30, 26	+58.16K	0.52%
Creative Planning	203.02K	Jun 30, 26	-9.09K	0.51%
AMERICAN FINANCIAL & TAX STRATEGIES INC	199.55K	Jun 30, 26	-187	0.50%
MORGAN STANLEY	188.78K	Jun 30, 26	+7.13K	0.47%
Townsend Financial Planning, LLC	171.68K	Jun 30, 26	+349	0.43%
RFG Advisory, LLC	167.97K	Jun 30, 26	+7.31K	0.42%
Physician Wealth Advisors, Inc.	159.50K	Jun 30, 26	-437	0.40%
HighTower Advisors, LLC	152.53K	Jun 30, 26	-3.33K	0.38%
Steward Partners Investment Advisory, LLC	148.16K	Jun 30, 26	+21.99K	0.37%
EP Wealth Advisors, LLC	145.03K	Jun 30, 26	+145.03K	0.36%
Essential Planning, LLC.	135.77K	Jun 30, 26	+849	0.34%
Financial Engines Advisors L.L.C.	133.05K	Jun 30, 26	-1.37K	0.33%
Prospect Financial Group LLC	124.64K	Jun 30, 26	+7.66K	0.31%
Independent Solutions Wealth Management, LLC	115.33K	Jun 30, 26	+1.03K	0.29%
SigFig Wealth Management, LLC	113.28K	Jun 30, 26	-1.31K	0.29%
Mariner, LLC	111.42K	Jun 30, 26	-13.26K	0.28%
PARK AVENUE SECURITIES LLC	108.64K	Jun 30, 26	+16.11K	0.27%
Cambridge Investment Research Advisors, Inc.	105.15K	Jun 30, 26	+7.87K	0.26%
Schoolcraft Capital LLC	91.10K	Jun 30, 26	+450	0.23%
Livet Wealth, LLC	89.67K	Jun 30, 26	+2.46K	0.23%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	87.01K	Jun 30, 26	+5.33K	0.22%
UBS Group AG	82.18K	Jun 30, 26	-62.84K	0.21%
Kovitz Investment Group Partners, LLC	81.92K	Jun 30, 26	+81.92K	0.21%
RAFFA WEALTH MANAGEMENT, LLC	81.80K	Jun 30, 26	+11.36K	0.21%
Sachetta, LLC	81.59K	Jun 30, 26	+7.37K	0.21%
STIFEL FINANCIAL CORP	79.67K	Jun 30, 26	+6.38K	0.20%
NWAM LLC	79.06K	Jun 30, 26	+2.45K	0.20%
Beckerman Institutional, LLC	77.12K	Jun 30, 26	+7.01K	0.19%
Global View Capital Management LLC	76.66K	Jun 30, 26	+76.66K	0.19%
ROYAL BANK OF CANADA	76.38K	Jun 30, 26	-28.08K	0.19%
MERCER GLOBAL ADVISORS INC /ADV	71.95K	Jun 30, 26	-7.21K	0.18%
SUMMIT WEALTH GROUP LLC / CO	69.03K	Jun 30, 26	+15.77K	0.17%
Eagle Bay Advisors LLC	68.05K	Jun 30, 26	+13.40K	0.17%
FIFTH THIRD SECURITIES, INC.	65.51K	Jun 30, 26	+434	0.16%
Palisades Hudson Asset Management, L.P.	63.13K	Jun 30, 26	+446	0.16%
Asset Management Group, Inc.	63.03K	Jun 30, 26	+385	0.16%
Tortoise Investment Management, LLC	62.87K	Jun 30, 26	+4.35K	0.16%
Atria Investments, Inc	61.44K	Jun 30, 26	+13.46K	0.15%
Birchcreek Wealth Management, LLC	60.59K	Jun 30, 26	+3.32K	0.15%
Marks Group Wealth Management, Inc	55.56K	Jun 30, 26	--	0.14%
HF Advisory Group, LLC	55.04K	Jun 30, 26	+1.24K	0.14%
Beaumont Financial Advisors, LLC	55.01K	Jun 30, 26	-5.95K	0.14%
Soltis Investment Advisors LLC	54.39K	Jun 30, 26	-302	0.14%
Farther Finance Advisors, LLC	52.58K	Jun 30, 26	-5.19K	0.13%
AMERIPRISE FINANCIAL INC	49.18K	Jun 30, 26	+966	0.12%
Rehmann Capital Advisory Group	48.09K	Jun 30, 26	-192.10K	0.12%
Kestra Advisory Services, LLC	45.79K	Jun 30, 26	-1.74K	0.12%
Savvy Advisors, Inc.	45.29K	Jun 30, 26	-9.55K	0.11%
21 West Wealth Management LLC	44.74K	Jun 30, 26	+27	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	44.62K	Jun 30, 26	-10.59K	0.11%
J.W. COLE ADVISORS, INC.	40.67K	Jun 30, 26	+40.67K	0.10%
D. E. Shaw & Co., Inc.	40.33K	Jun 30, 26	+27.08K	0.10%
SMITH, MOORE & CO.	39.93K	Jun 30, 26	-350	0.10%
Life Planning Partners, Inc	37.23K	Jun 30, 26	-3.66K	0.09%
Glass Jacobson Investment Advisors llc	36.48K	Jun 30, 26	+1.62K	0.09%
Northwest Wealth Advisors, LLC	35.69K	Jun 30, 26	+4.32K	0.09%
PKS Advisory Services, LLC	34.20K	Jun 30, 26	+83	0.09%
Rather & Kittrell, Inc.	33.47K	Jun 30, 26	-133	0.08%
INTEGRATED CAPITAL MANAGEMENT, INC.	33.32K	Jun 30, 26	+2.06K	0.08%
BLUE JEAN FINANCIAL LLC	33.20K	Jun 30, 26	+33.20K	0.08%
FMR LLC	31.88K	Jun 30, 26	+16.57K	0.08%
Integrated Investment Consultants, LLC	31.00K	Jun 30, 26	--	0.08%
Fort Point Capital Partners LLC	30.97K	Jun 30, 26	+1.04K	0.08%
New England Private Wealth Advisors LLC	30.33K	Jun 30, 26	+5.30K	0.08%
WELLS FARGO & COMPANY/MN	28.87K	Jun 30, 26	+2.33K	0.07%
BALANCED WEALTH GROUP LLC	28.39K	Jun 30, 26	+264	0.07%
Savant Capital, LLC	27.51K	Jun 30, 26	+27.51K	0.07%
Gladstone Institutional Advisory LLC	26.96K	Jun 30, 26	+1.80K	0.07%
Fingerlakes Wealth Management, Inc.	25.72K	Jun 30, 26	+1.66K	0.06%
CITIGROUP INC	25.56K	Jun 30, 26	+1.61K	0.06%
JPMORGAN CHASE & CO	24.76K	Jun 30, 26	-8.27K	0.06%
Global Retirement Partners, LLC	24.58K	Jun 30, 26	+24.58K	0.06%
IFP Advisors, Inc	24.57K	Jun 30, 26	-344	0.06%
SYKON CAPITAL LLC	23.79K	Jun 30, 26	+23.79K	0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	23.74K	Jun 30, 26	-5.39K	0.06%
Smith, Salley & Associates	23.36K	Jun 30, 26	+6.50K	0.06%
Pinnacle Financial Partners, Inc.	21.75K	Jun 30, 26	+21.75K	0.05%
Investmark Advisory Group LLC	20.82K	Jun 30, 26	+1.52K	0.05%
Envestnet Portfolio Solutions, Inc.	20.72K	Jun 30, 26	+20.72K	0.05%
Larson Financial Group LLC	19.89K	Jun 30, 26	+387	0.05%
Private Advisor Group, LLC	19.85K	Jun 30, 26	-16.18K	0.05%
Galvin, Gaustad & Stein, LLC	18.47K	Jun 30, 26	-1.42K	0.05%
SRS Capital Advisors, Inc.	17.75K	Jun 30, 26	+17.55K	0.04%
Atomi Financial Group, Inc.	17.44K	Jun 30, 26	+3.81K	0.04%
Capital Investment Advisory Services, LLC	16.99K	Jun 30, 26	+469	0.04%
Advisory Services Network, LLC	15.94K	Jun 30, 26	-1.22K	0.04%
Robertson Stephens Wealth Management, LLC	15.21K	Jun 30, 26	--	0.04%
RIK SAYLOR FINANCIAL, INC.	14.61K	Jun 30, 26	-42	0.04%
Ausdal Financial Partners, Inc.	14.13K	Jun 30, 26	+91	0.04%
LYNCH & ASSOCIATES/IN	13.99K	Jun 30, 26	+1.32K	0.04%
Disciplined Investments, LLC	13.98K	Jun 30, 26	--	0.04%
Independence Financial Advisors, LLC	13.66K	Jun 30, 26	+2.32K	0.03%
ATLAS CAPITAL ADVISORS LLC	13.11K	Jun 30, 26	+7.16K	0.03%
Keel Point, LLC	12.98K	Jun 30, 26	-229	0.03%
THOMPSON INVESTMENT MANAGEMENT, INC.	12.47K	Jun 30, 26	+908	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12.28K	Jun 30, 26	+1.20K	0.03%
Brookstone Capital Management	11.86K	Jun 30, 26	-718	0.03%
Ameritas Advisory Services, LLC	11.50K	Jun 30, 26	+2.91K	0.03%
Clearview Wealth Management LLC	11.50K	Jun 30, 26	--	0.03%
Modera Wealth Management, LLC	11.27K	Jun 30, 26	--	0.03%
PENOBSCOT WEALTH MANAGEMENT	11.22K	Jun 30, 26	-55	0.03%
Kohmann Bosshard Financial Services, LLC	11.13K	Jun 30, 26	--	0.03%
KDK Private Wealth Management, LLC	10.70K	Jun 30, 26	+2.04K	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	10.34K	Jun 30, 26	-378	0.03%
MISSION WEALTH MANAGEMENT, LP	10.16K	Jun 30, 26	-513	0.03%
JONES FINANCIAL COMPANIES LLLP	9.72K	Jun 30, 26	+1.98K	0.02%
Smartleaf Asset Management LLC	9.19K	Jun 30, 26	--	0.02%
NorthLanding Financial Partners, LLC	9.16K	Jun 30, 26	-16	0.02%
PFG Advisors	8.88K	Jun 30, 26	-406	0.02%
POLEN CAPITAL MANAGEMENT LLC	8.67K	Jun 30, 26	+8.67K	0.02%
Cornerstone Financial Group, LLC /NE/	8.51K	Jun 30, 26	-239	0.02%
Ronald Blue Trust, Inc.	8.44K	Jun 30, 26	-357	0.02%
Demars Financial Group, LLC	8.37K	Jun 30, 26	-781	0.02%
Maxele Advisors, LLC	8.09K	Jun 30, 26	+8.09K	0.02%
Meridian Wealth Management, LLC	7.99K	Jun 30, 26	+7.99K	0.02%
PRINCIPAL SECURITIES, INC.	7.66K	Jun 30, 26	+7.66K	0.02%
CI Private Wealth, LLC	7.53K	Jun 30, 26	-139	0.02%
CITIZENS FINANCIAL GROUP INC/RI	7.25K	Jun 30, 26	+7.25K	0.02%
Merit Financial Group, LLC	7.25K	Jun 30, 26	-191	0.02%
Snowden Capital Advisors LLC	7.17K	Jun 30, 26	+7.17K	0.02%
Financial Freedom, LLC	7.01K	Jun 30, 26	+38	0.02%
FOSTER & MOTLEY INC	6.95K	Jun 30, 26	-985	0.02%
BRYN MAWR TRUST Co	6.81K	Jun 30, 26	-1.03K	0.02%
Ancora Advisors, LLC	5.60K	Jun 30, 26	--	0.01%
Colonial Trust Advisors	4.52K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	4.30K	Jun 30, 26	+2.42K	0.01%
CX Institutional	3.74K	Jun 30, 26	-147	0.01%
Elevated Capital Advisors, LLC	3.40K	Jun 30, 26	-4.65K	0.01%
Financial Perspectives, Inc	3.18K	Jun 30, 26	+29	0.01%
Qube Research & Technologies Ltd	2.60K	Jun 30, 26	+2.60K	0.01%
Aspect Partners, LLC	2.32K	Jun 30, 26	--	0.01%
Colonial Trust Co / SC	2.19K	Jun 30, 26	-50	0.01%
BLAIR WILLIAM & CO/IL	2.00K	Jun 30, 26	+1.41K	0.01%
Stone House Investment Management, LLC	1.97K	Jun 30, 26	-307	0.00%
Atlantic Union Bankshares Corp	1.87K	Jun 30, 26	+56	0.00%
BOK Financial Private Wealth, Inc.	1.66K	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	1.46K	Jun 30, 26	+1.46K	0.00%
BROWN BROTHERS HARRIMAN & CO	1.15K	Jun 30, 26	--	0.00%
Quent Capital, LLC	1.08K	Jun 30, 26	+9	0.00%
SHP Wealth Management	1.04K	Jun 30, 26	+37	0.00%
Darwin Wealth Management, LLC	1.01K	Jun 30, 26	+1.01K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	994	Jun 30, 26	--	0.00%
GLENMEDE TRUST CO NA	771	Jun 30, 26	-1.41K	0.00%
Integrated Wealth Concepts LLC	686	Jun 30, 26	+686	0.00%
Dogwood Wealth Management LLC	651	Jun 30, 26	+21	0.00%
Decker Retirement Planning Inc.	638	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	600	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	518	Jun 30, 26	+276	0.00%
Crewe Advisors LLC	494	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	446	Jun 30, 26	+4	0.00%
Napier Financial, LLC	349	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	347	Jun 30, 26	--	0.00%
CNB Bank	330	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	322	Jun 30, 26	+145	0.00%
Clearstead Advisors, LLC	302	Jun 30, 26	--	0.00%
ASSETMARK, INC	252	Jun 30, 26	+25	0.00%
VISION FINANCIAL MARKETS LLC	219	Jun 30, 26	+2	0.00%
BANK OF MONTREAL /CAN/	200	Jun 30, 26	--	0.00%
Investors Research Corp	177	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	130	Jun 30, 26	+130	0.00%
BlackRock, Inc.	129	Jun 30, 26	+129	0.00%
Bogart Wealth, LLC	107	Jun 30, 26	+107	0.00%
Glassman Wealth Services	98	Jun 30, 26	+98	0.00%
HARBOUR INVESTMENTS, INC.	97	Jun 30, 26	+2	0.00%
Financial Network Wealth Advisors LLC	75	Jun 30, 26	+75	0.00%
Geneos Wealth Management Inc.	72	Jun 30, 26	-247	0.00%
1 NORTH WEALTH SERVICES LLC	63	Jun 30, 26	+63	0.00%
Strengthening Families & Communities, LLC	63	Jun 30, 26	+63	0.00%
IFG Advisory, LLC	50	Jun 30, 26	+50	0.00%
Oakmont Advisory Group, LLC	46	Jun 30, 26	+46	0.00%
WealthCollab, LLC	43	Jun 30, 26	+43	0.00%
High Note Wealth, LLC	36	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	32	Jun 30, 26	--	0.00%
Allworth Financial LP	32	Jun 30, 26	+31	0.00%
AlphaCore Capital LLC	30	Jun 30, 26	--	0.00%
SOA Wealth Advisors, LLC.	29	Jun 30, 26	-27	0.00%
Key Capital Management, INC	25	Jun 30, 26	-5	0.00%
Aptus Capital Advisors, LLC	19	Jun 30, 26	+19	0.00%
Provenance Wealth Advisors, LLC	15	Jun 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	10	Jun 30, 26	+10	0.00%
Mechanics Financial Corp	7	Jun 30, 26	+7	0.00%
Parallel Advisors, LLC	4	Jun 30, 26	+4	0.00%
Transamerica Financial Advisors, Inc.	3	Jun 30, 26	-75	0.00%
Raleigh Capital Management Inc.	1	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	1	Jun 30, 26	-64	0.00%
North Star Investment Management Corp.	--	Jun 30, 26	-303	--
FIRST COMMUNITY TRUST NA	--	Jun 30, 26	-44	--
Roble, Belko & Company, Inc	--	Jun 30, 26	-27	--
US BANCORP \DE\	--	Jun 30, 26	-127	--
Operose Advisors LLC	--	Jun 30, 26	-19	--
Waverly Advisors, LLC	--	Jun 30, 26	-150	--
Coastal Investment Advisors, Inc.	--	Jun 30, 26	-4.31K	--
Key FInancial Inc	--	Jun 30, 26	-54	--
Abound Wealth Management	--	Jun 30, 26	-173	--
NATIONAL BANK OF CANADA /FI/	--	Jun 30, 26	-1.79K	--
Principia Wealth Advisory, LLC	--	Jun 30, 26	-8	--
Ashton Thomas Private Wealth, LLC	--	Jun 30, 26	-46	--
Truvestments Capital LLC	--	Jun 30, 26	-60	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-32.10K	--
Root Financial Partners, LLC	--	Jun 30, 26	-44	--
EASTERN BANK	--	Jun 30, 26	-113	--
WealthShield Partners, LLC	--	Jun 30, 26	-28	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-575.00K	--
CULLEN/FROST BANKERS, INC.	--	Jun 30, 26	-4	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-28.17K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-250	--
NewEdge Advisors, LLC	--	Jun 30, 26	-6	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-6.86K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-26.92K	--
Lido Advisors, LLC	1.16M	Mar 31, 26	-178.78K	2.92%
ENVESTNET ASSET MANAGEMENT INC	963.33K	Mar 31, 26	+139.86K	2.42%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	850.36K	Mar 31, 26	+34.62K	2.14%
TRUEFG, LLC	691.62K	Mar 31, 26	+25.64K	1.74%
MAI Capital Management	690.01K	Mar 31, 26	+83.32K	1.74%
Pure Financial Advisors, LLC	386.69K	Mar 31, 26	-11.03K	0.97%
Payne Capital Management, LLC	312.33K	Mar 31, 26	+14.50K	0.79%
AE Wealth Management LLC	247.23K	Mar 31, 26	-1.37M	0.62%
Pasadena Private Wealth, LLC	220.58K	Mar 31, 26	+220.58K	0.56%
MML INVESTORS SERVICES, LLC	215.67K	Mar 31, 26	-17.37K	0.54%
AGF MANAGEMENT LTD	213.43K	Mar 31, 26	+2.86K	0.54%
Creative Planning	212.11K	Mar 31, 26	-12.28K	0.53%
Dynamic Advisor Solutions LLC	208.82K	Mar 31, 26	+3.99K	0.53%
Physician Wealth Advisors, Inc.	159.94K	Mar 31, 26	-296	0.40%
HighTower Advisors, LLC	155.85K	Mar 31, 26	+8.83K	0.39%
RAYMOND JAMES FINANCIAL INC	149.02K	Mar 31, 26	+9.91K	0.37%
Essential Planning, LLC.	134.92K	Mar 31, 26	+1.14K	0.34%
Financial Engines Advisors L.L.C.	134.42K	Mar 31, 26	+1.66K	0.34%
Opes Wealth Management LLC	133.77K	Mar 31, 26	+5.09K	0.34%
Independent Solutions Wealth Management, LLC	114.31K	Mar 31, 26	+1.42K	0.29%
Cambridge Investment Research Advisors, Inc.	97.28K	Mar 31, 26	+10.69K	0.24%
PARK AVENUE SECURITIES LLC	92.53K	Mar 31, 26	-7.59K	0.23%
Schoolcraft Capital LLC	90.65K	Mar 31, 26	+1.81K	0.23%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	81.68K	Mar 31, 26	+5.10K	0.21%
Sachetta, LLC	74.22K	Mar 31, 26	+3.75K	0.19%
Palisades Hudson Asset Management, L.P.	62.68K	Mar 31, 26	+527	0.16%
Beaumont Financial Advisors, LLC	60.96K	Mar 31, 26	+7.66K	0.15%
Birchcreek Wealth Management, LLC	57.28K	Mar 31, 26	+1.03K	0.14%
Marks Group Wealth Management, Inc	55.56K	Mar 31, 26	--	0.14%
Savvy Advisors, Inc.	54.84K	Mar 31, 26	+54.84K	0.14%
Atria Investments, Inc	47.98K	Mar 31, 26	-665	0.12%
SMITH, MOORE & CO.	40.28K	Mar 31, 26	--	0.10%
Private Advisor Group, LLC	36.04K	Mar 31, 26	-203	0.09%
PKS Advisory Services, LLC	34.12K	Mar 31, 26	+382	0.09%
JPMORGAN CHASE & CO	33.03K	Mar 31, 26	-3.17K	0.08%
CITADEL ADVISORS LLC	32.10K	Mar 31, 26	+32.10K	0.08%
INTEGRATED CAPITAL MANAGEMENT, INC.	31.26K	Mar 31, 26	-1.22K	0.08%
Fort Point Capital Partners LLC	29.93K	Mar 31, 26	-398	0.08%
Sunbelt Securities, Inc.	29.79K	Mar 31, 26	+12.75K	0.07%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	29.13K	Mar 31, 26	+5.64K	0.07%
Tower Research Capital LLC (TRC)	28.17K	Mar 31, 26	+3.83K	0.07%
WELLS FARGO & COMPANY/MN	26.54K	Mar 31, 26	-13.17K	0.07%
Gladstone Institutional Advisory LLC	25.16K	Mar 31, 26	+6.24K	0.06%
New England Private Wealth Advisors LLC	25.03K	Mar 31, 26	+231	0.06%
Fingerlakes Wealth Management, Inc.	24.06K	Mar 31, 26	+2.58K	0.06%
Capital Investment Advisory Services, LLC	16.52K	Mar 31, 26	+5.69K	0.04%
Robertson Stephens Wealth Management, LLC	15.21K	Mar 31, 26	-1.82K	0.04%
Disciplined Investments, LLC	13.98K	Mar 31, 26	--	0.04%
Atomi Financial Group, Inc.	13.63K	Mar 31, 26	-10.50K	0.03%
D. E. Shaw & Co., Inc.	13.25K	Mar 31, 26	-2.63K	0.03%
LYNCH & ASSOCIATES/IN	12.67K	Mar 31, 26	+786	0.03%
THOMPSON INVESTMENT MANAGEMENT, INC.	11.56K	Mar 31, 26	+791	0.03%
Clearview Wealth Management LLC	11.50K	Mar 31, 26	+11.50K	0.03%
PENOBSCOT WEALTH MANAGEMENT	11.28K	Mar 31, 26	-1.58K	0.03%
Modera Wealth Management, LLC	11.27K	Mar 31, 26	--	0.03%
MISSION WEALTH MANAGEMENT, LP	10.67K	Mar 31, 26	-1.92K	0.03%
PFG Advisors	9.29K	Mar 31, 26	-7.64K	0.02%
Smartleaf Asset Management LLC	9.19K	Mar 31, 26	+3.75K	0.02%
NorthLanding Financial Partners, LLC	9.18K	Mar 31, 26	-577	0.02%
Ameritas Advisory Services, LLC	8.59K	Mar 31, 26	+69	0.02%
Talon Private Wealth, LLC	8.21K	Mar 31, 26	+8.21K	0.02%
Elevated Capital Advisors, LLC	8.05K	Mar 31, 26	-31.25K	0.02%
FOSTER & MOTLEY INC	7.93K	Mar 31, 26	-1.49K	0.02%
JONES FINANCIAL COMPANIES LLLP	7.74K	Mar 31, 26	+2.41K	0.02%
CI Private Wealth, LLC	7.66K	Mar 31, 26	-426	0.02%
Merit Financial Group, LLC	7.44K	Mar 31, 26	--	0.02%
Clarity Asset Management, Inc.	6.86K	Mar 31, 26	-10.97K	0.02%
Coastal Investment Advisors, Inc.	4.31K	Mar 31, 26	--	0.01%
CX Institutional	3.89K	Mar 31, 26	-4.09K	0.01%
Atlantic Union Bankshares Corp	1.82K	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	1.79K	Mar 31, 26	--	0.00%
BOK Financial Private Wealth, Inc.	1.66K	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	1.15K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	994	Mar 31, 26	--	0.00%
Decker Retirement Planning Inc.	638	Mar 31, 26	--	0.00%
Johnson Financial Group, Inc.	600	Mar 31, 26	--	0.00%
CWM, LLC	371	Mar 31, 26	-17.68K	0.00%
CNB Bank	330	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	303	Mar 31, 26	+303	0.00%
Clearstead Advisors, LLC	302	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	250	Mar 31, 26	+250	0.00%
Rockefeller Capital Management L.P.	242	Mar 31, 26	+39	0.00%
ASSETMARK, INC	227	Mar 31, 26	-63	0.00%
SRS Capital Advisors, Inc.	205	Mar 31, 26	+133	0.00%
US BANCORP \DE\	127	Mar 31, 26	-4.07K	0.00%
EASTERN BANK	113	Mar 31, 26	+113	0.00%
HARBOUR INVESTMENTS, INC.	95	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	78	Mar 31, 26	-1.76K	0.00%
Russell Investments Group, Ltd.	65	Mar 31, 26	+48	0.00%
Truvestments Capital LLC	60	Mar 31, 26	+60	0.00%
SOA Wealth Advisors, LLC.	56	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	46	Mar 31, 26	+46	0.00%
FIRST COMMUNITY TRUST NA	44	Mar 31, 26	+44	0.00%
High Note Wealth, LLC	36	Mar 31, 26	+36	0.00%
AlphaCore Capital LLC	30	Mar 31, 26	-281	0.00%
WealthShield Partners, LLC	28	Mar 31, 26	+28	0.00%
CULLEN/FROST BANKERS, INC.	4	Mar 31, 26	-979	0.00%
Raleigh Capital Management Inc.	1	Mar 31, 26	-1	0.00%
Allworth Financial LP	1	Mar 31, 26	--	0.00%
Diversify Advisory Services, LLC	--	Mar 31, 26	-72.31K	--
Strategic Advocates LLC	--	Mar 31, 26	-1	--
Kovitz Investment Group Partners, LLC	--	Mar 31, 26	-55.52K	--
Mach-1 Financial Group, LLC	--	Mar 31, 26	-38.59K	--
Bank of New York Mellon Corp	--	Mar 31, 26	-19.11K	--
Sigma Planning Corp	--	Mar 31, 26	-7.79K	--
AQR CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-8.14K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-967	--
Everstar Asset Management, LLC	--	Mar 31, 26	-4.23K	--
Centennial Wealth Advisory LLC	--	Mar 31, 26	-7.92K	--
DEUTSCHE BANK AG\	--	Mar 31, 26	-756	--
Snider Financial Group	--	Mar 31, 26	-12.45K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-46	--
Blue Barn Wealth, LLC	61.38K	Dec 31, 25	-68.95K	0.15%
Motiv8 Investments LLC	2.96K	Dec 31, 25	+2.96K	0.01%
COMERICA BANK	1.14K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-5.00K	--
FIRST NATIONAL CORP /MA/ /ADV	62.32K	Sep 30, 25	+482	0.16%
Full Sail Capital, LLC	38.52K	Sep 30, 25	-6.59K	0.10%
PBMares Wealth Management LLC	9.95K	Sep 30, 25	+1.24K	0.03%
Apexium Financial, LP	9.65K	Sep 30, 25	-109	0.02%
Glenmede Investment Management, LP	2.46K	Sep 30, 25	--	0.01%
Promus Capital, LLC	150	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	404.89K	Jun 30, 25	-8.98K	1.02%
Congress Wealth Management LLC / DE /	72.39K	Jun 30, 25	+12.03K	0.18%
Atria Wealth Solutions, Inc.	55.92K	Jun 30, 25	+6.54K	0.14%
Capital A Wealth Management, LLC	158	Jun 30, 25	+55	0.00%
Sandy Spring Bank	1.00K	Mar 31, 25	--	0.00%
Sanctuary Wealth Management, L.L.C.	206	Dec 31, 24	--	0.00%
Merriman Wealth Management, LLC	--	Dec 31, 24	-7.40K	--
RAYMOND JAMES & ASSOCIATES	103.79K	Sep 30, 24	+996	0.26%
Raymond James Financial Services Advisors, Inc.	73.95K	Sep 30, 24	-5.97K	0.19%
FinTrust Capital Advisors, LLC	2.30K	Sep 30, 24	+2.30K	0.01%
Carmichael Hill & Associates, Inc.	133	Sep 30, 24	--	0.00%
Cetera Advisor Networks LLC	23.54K	Mar 31, 24	-32.75K	0.06%
Cetera Advisors LLC	9.95K	Mar 31, 24	+9.95K	0.03%
DFPG INVESTMENTS, LLC	112.99K	Dec 31, 23	+6.08K	0.28%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	10.48K	Sep 30, 23	-3.31K	0.03%
BerganKDV Wealth Management, LLC	1.70K	Jun 30, 23	-2.21K	0.00%
HighTower Trust Company, N.A.	59.72K	Mar 31, 23	+284	0.15%
Baldrige Asset Management LLC	16.56K	Mar 31, 23	+883	0.04%
Ahrens Investment Partners LLC	1.59K	Mar 31, 23	+1.59K	0.00%
RESOLUTE FINANCIAL, LLC	15.01K	Dec 31, 22	-1.86K	0.04%
Cribstone Capital Management, LLC	12.98K	Dec 31, 22	+351	0.03%
55I, LLC	66.54K	Sep 30, 22	+31.90K	0.17%
American Portfolios Advisors	214	Sep 30, 22	-156	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	64	Sep 30, 22	+64	0.00%
AGF Investments LLC	--	Sep 30, 22	-6	--
Pinnacle Private Wealth, LLC	9.64K	Jun 30, 22	+1.06K	0.02%
Lake Point Wealth Management	300	Jun 30, 22	--	0.00%
IndexIQ Advisors LLC	20.24K	Mar 31, 22	+19.37K	0.05%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13.44K	Mar 31, 22	+3.16K	0.03%
NEXT Financial Group, Inc	276	Dec 31, 21	+189	0.00%
Carroll Financial Associates, Inc.	39	Dec 31, 21	--	0.00%
FIRST MERCANTILE TRUST CO	199.44K	Sep 30, 21	+171.01K	0.50%
Ameritas Investment Company, LLC	31.99K	Sep 30, 21	+5.83K	0.08%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	17.45K	Sep 30, 21	+900	0.04%
PROFESSIONAL PLANNING	13.86K	Sep 30, 21	-435	0.03%
NorthCoast Asset Management LLC	12.78K	Sep 30, 21	-29.86K	0.03%
FMA ADVISORY INC	6.68K	Sep 30, 21	-152	0.02%
FormulaFolio Investments, LLC	148.64K	Jun 30, 21	-6.90K	0.37%
Pinnacle Advisory Group, Inc.	41.31K	Mar 31, 21	+7.76K	0.10%
Winslow, Evans & Crocker, Inc.	125	Dec 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	250.19K	Dec 31, 19	-71.38K	0.63%
Advisor Group, Inc.	75.28K	Dec 31, 19	+6.85K	0.19%
Patriot Wealth Management, Inc.	504.12K	Dec 31, 18	-11.73K	1.27%
RAND WEALTH, LLC	68.26K	Sep 30, 18	-133	0.17%
Vantage Investment Advisors, LLC	374	Sep 30, 18	-26	0.00%
Commonwealth Equity Services, Inc	317.03K	Jun 30, 17	+57.37K	0.80%
WFG Advisors, LP	120	Jun 30, 17	--	0.00%
MSI Financial Services Inc	11.08K	Dec 31, 16	+5.89K	0.03%
Argentus Capital Management, LLC	--	Dec 31, 16	-14.01K	--

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

10.47M

Jun 30, 26

+205.51K

26.35%

Lido Advisors, LLC

1.11M

Jun 30, 26

-45.49K

2.80%

CITIZENS & NORTHERN CORP

953.63K

Jun 30, 26

-166.30K

2.40%

Black Diamond Financial, LLC

897.34K

Jun 30, 26

+70.03K

2.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

869.14K

Jun 30, 26

+18.78K

2.19%

ENVESTNET ASSET MANAGEMENT INC

834.75K

Jun 30, 26

-128.59K

2.10%

MAI Capital Management

751.88K

Jun 30, 26

+61.87K

1.89%

TRUEFG, LLC

707.28K

Jun 30, 26

+15.65K

1.78%

PNC FINANCIAL SERVICES GROUP, INC.

635.61K

Jun 30, 26

-65.42K

1.60%

LPL Financial LLC

606.36K

Jun 30, 26

+17.92K

1.53%

Riverpoint Wealth Management Holdings, LLC

574.10K

Jun 30, 26

+18.24K

1.44%

COMMONWEALTH EQUITY SERVICES, LLC

550.82K

Jun 30, 26

-2.09K

1.39%

Cetera Investment Advisers

414.73K

Jun 30, 26

+36.89K

1.04%

Pure Financial Advisors, LLC

374.75K

Jun 30, 26

-11.94K

0.94%

Diversify Advisory Services, LLC

348.24K

Jun 30, 26

+348.24K

0.88%

DIVERSIFY WEALTH MANAGEMENT, LLC

348.24K

Jun 30, 26

+18.54K

0.88%

Payne Capital Management, LLC

326.41K

Jun 30, 26

+14.08K

0.82%

Pasadena Private Wealth, LLC

290.00K

Jun 30, 26

+69.43K

0.73%

Marotta Asset Management

271.60K

Jun 30, 26

+19.03K

0.68%

MML INVESTORS SERVICES, LLC

251.29K

Jun 30, 26

+35.62K

0.63%

AE Wealth Management LLC

242.50K

Jun 30, 26

-4.73K

0.61%

Heck Capital Advisors, LLC

229.50K

Jun 30, 26

-6.43K

0.58%

Dynamic Advisor Solutions LLC

218.48K

Jun 30, 26

+9.66K

0.55%

AGF MANAGEMENT LTD

217.10K

Jun 30, 26

+3.68K

0.55%

ADVISOR GROUP HOLDINGS, INC.

210.57K

Jun 30, 26

-23.77K

0.53%

RAYMOND JAMES FINANCIAL INC

207.18K

Jun 30, 26

+58.16K

0.52%

Creative Planning

203.02K

Jun 30, 26

-9.09K

0.51%

AMERICAN FINANCIAL & TAX STRATEGIES INC

199.55K

Jun 30, 26

-187

0.50%

MORGAN STANLEY

188.78K

Jun 30, 26

+7.13K

0.47%

Townsend Financial Planning, LLC

171.68K

Jun 30, 26

+349

0.43%

RFG Advisory, LLC

167.97K

Jun 30, 26

+7.31K

0.42%

Physician Wealth Advisors, Inc.

159.50K

Jun 30, 26

-437

0.40%

HighTower Advisors, LLC

152.53K

Jun 30, 26

-3.33K

0.38%

Steward Partners Investment Advisory, LLC

148.16K

Jun 30, 26

+21.99K

0.37%

EP Wealth Advisors, LLC

145.03K

Jun 30, 26

+145.03K

0.36%

Essential Planning, LLC.

135.77K

Jun 30, 26

+849

0.34%

Financial Engines Advisors L.L.C.

133.05K

Jun 30, 26

-1.37K

0.33%

Prospect Financial Group LLC

124.64K

Jun 30, 26

+7.66K

0.31%

Independent Solutions Wealth Management, LLC

115.33K

Jun 30, 26

+1.03K

0.29%

SigFig Wealth Management, LLC

113.28K

Jun 30, 26

-1.31K

0.29%

Mariner, LLC

111.42K

Jun 30, 26

-13.26K

0.28%

PARK AVENUE SECURITIES LLC

108.64K

Jun 30, 26

+16.11K

0.27%

Cambridge Investment Research Advisors, Inc.

105.15K

Jun 30, 26

+7.87K

0.26%

Schoolcraft Capital LLC

91.10K

Jun 30, 26

+450

0.23%

Livet Wealth, LLC

89.67K

Jun 30, 26

+2.46K

0.23%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

87.01K

Jun 30, 26

+5.33K

0.22%

UBS Group AG

82.18K

Jun 30, 26

-62.84K

0.21%

Kovitz Investment Group Partners, LLC

81.92K

Jun 30, 26

+81.92K

0.21%

RAFFA WEALTH MANAGEMENT, LLC

81.80K

Jun 30, 26

+11.36K

0.21%

Sachetta, LLC

81.59K

Jun 30, 26

+7.37K

0.21%

STIFEL FINANCIAL CORP

79.67K

Jun 30, 26

+6.38K

0.20%

NWAM LLC

79.06K

Jun 30, 26

+2.45K

0.20%

Beckerman Institutional, LLC

77.12K

Jun 30, 26

+7.01K

0.19%

Global View Capital Management LLC

76.66K

Jun 30, 26

+76.66K

0.19%

ROYAL BANK OF CANADA

76.38K

Jun 30, 26

-28.08K

0.19%

MERCER GLOBAL ADVISORS INC /ADV

71.95K

Jun 30, 26

-7.21K

0.18%

SUMMIT WEALTH GROUP LLC / CO

69.03K

Jun 30, 26

+15.77K

0.17%

Eagle Bay Advisors LLC

68.05K

Jun 30, 26

+13.40K

0.17%

FIFTH THIRD SECURITIES, INC.

65.51K

Jun 30, 26

+434

0.16%

Palisades Hudson Asset Management, L.P.

63.13K

Jun 30, 26

+446

0.16%

Asset Management Group, Inc.

63.03K

Jun 30, 26

+385

0.16%

Tortoise Investment Management, LLC

62.87K

Jun 30, 26

+4.35K

0.16%

Atria Investments, Inc

61.44K

Jun 30, 26

+13.46K

0.15%

Birchcreek Wealth Management, LLC

60.59K

Jun 30, 26

+3.32K

0.15%

Marks Group Wealth Management, Inc

55.56K

Jun 30, 26

0.14%

HF Advisory Group, LLC

55.04K

Jun 30, 26

+1.24K

0.14%

Beaumont Financial Advisors, LLC

55.01K

Jun 30, 26

-5.95K

0.14%

Soltis Investment Advisors LLC

54.39K

Jun 30, 26

-302

0.14%

Farther Finance Advisors, LLC

52.58K

Jun 30, 26

-5.19K

0.13%

AMERIPRISE FINANCIAL INC

49.18K

Jun 30, 26

+966

0.12%

Rehmann Capital Advisory Group

48.09K

Jun 30, 26

-192.10K

0.12%

Kestra Advisory Services, LLC

45.79K

Jun 30, 26

-1.74K

0.12%

Savvy Advisors, Inc.

45.29K

Jun 30, 26

-9.55K

0.11%

21 West Wealth Management LLC

44.74K

Jun 30, 26

+27

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.62K

Jun 30, 26

-10.59K

0.11%

J.W. COLE ADVISORS, INC.

40.67K

Jun 30, 26

+40.67K

0.10%

D. E. Shaw & Co., Inc.

40.33K

Jun 30, 26

+27.08K

0.10%

SMITH, MOORE & CO.

39.93K

Jun 30, 26

-350

0.10%

Life Planning Partners, Inc

37.23K

Jun 30, 26

-3.66K

0.09%

Glass Jacobson Investment Advisors llc

36.48K

Jun 30, 26

+1.62K

0.09%

Northwest Wealth Advisors, LLC

35.69K

Jun 30, 26

+4.32K

0.09%

PKS Advisory Services, LLC

34.20K

Jun 30, 26

+83

0.09%

Rather & Kittrell, Inc.

33.47K

Jun 30, 26

-133

0.08%

INTEGRATED CAPITAL MANAGEMENT, INC.

33.32K

Jun 30, 26

+2.06K

0.08%

BLUE JEAN FINANCIAL LLC

33.20K

Jun 30, 26

+33.20K

0.08%

FMR LLC

31.88K

Jun 30, 26

+16.57K

0.08%

Integrated Investment Consultants, LLC

31.00K

Jun 30, 26

0.08%

Fort Point Capital Partners LLC

30.97K

Jun 30, 26

+1.04K

0.08%

New England Private Wealth Advisors LLC

30.33K

Jun 30, 26

+5.30K

0.08%

WELLS FARGO & COMPANY/MN

28.87K

Jun 30, 26

+2.33K

0.07%

BALANCED WEALTH GROUP LLC

28.39K

Jun 30, 26

+264

0.07%

Savant Capital, LLC

27.51K

Jun 30, 26

+27.51K

0.07%

Gladstone Institutional Advisory LLC

26.96K

Jun 30, 26

+1.80K

0.07%

Fingerlakes Wealth Management, Inc.

25.72K

Jun 30, 26

+1.66K

0.06%

CITIGROUP INC

25.56K

Jun 30, 26

+1.61K

0.06%

JPMORGAN CHASE & CO

24.76K

Jun 30, 26

-8.27K

0.06%

Global Retirement Partners, LLC

24.58K

Jun 30, 26

+24.58K

0.06%

IFP Advisors, Inc

24.57K

Jun 30, 26

-344

0.06%

SYKON CAPITAL LLC

23.79K

Jun 30, 26

+23.79K

0.06%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

23.74K

Jun 30, 26

-5.39K

0.06%

Smith, Salley & Associates

23.36K

Jun 30, 26

+6.50K

0.06%

Pinnacle Financial Partners, Inc.

21.75K

Jun 30, 26

+21.75K

0.05%

Investmark Advisory Group LLC

20.82K

Jun 30, 26

+1.52K

0.05%

Envestnet Portfolio Solutions, Inc.

20.72K

Jun 30, 26

+20.72K

0.05%

Larson Financial Group LLC

19.89K

Jun 30, 26

+387

0.05%

Private Advisor Group, LLC

19.85K

Jun 30, 26

-16.18K

0.05%

Galvin, Gaustad & Stein, LLC

18.47K

Jun 30, 26

-1.42K

0.05%

SRS Capital Advisors, Inc.

17.75K

Jun 30, 26

+17.55K

0.04%

Atomi Financial Group, Inc.

17.44K

Jun 30, 26

+3.81K

0.04%

Capital Investment Advisory Services, LLC

16.99K

Jun 30, 26

+469

0.04%

Advisory Services Network, LLC

15.94K

Jun 30, 26

-1.22K

0.04%

Robertson Stephens Wealth Management, LLC

15.21K

Jun 30, 26

0.04%

RIK SAYLOR FINANCIAL, INC.

14.61K

Jun 30, 26

-42

0.04%

Ausdal Financial Partners, Inc.

14.13K

Jun 30, 26

+91

0.04%

LYNCH & ASSOCIATES/IN

13.99K

Jun 30, 26

+1.32K

0.04%

Disciplined Investments, LLC

13.98K

Jun 30, 26

0.04%

Independence Financial Advisors, LLC

13.66K

Jun 30, 26

+2.32K

0.03%

ATLAS CAPITAL ADVISORS LLC

13.11K

Jun 30, 26

+7.16K

0.03%

Keel Point, LLC

12.98K

Jun 30, 26

-229

0.03%

THOMPSON INVESTMENT MANAGEMENT, INC.

12.47K

Jun 30, 26

+908

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

12.28K

Jun 30, 26

+1.20K

0.03%

Brookstone Capital Management

11.86K

Jun 30, 26

-718

0.03%

Ameritas Advisory Services, LLC

11.50K

Jun 30, 26

+2.91K

0.03%

Clearview Wealth Management LLC

11.50K

Jun 30, 26

0.03%

Modera Wealth Management, LLC

11.27K

Jun 30, 26

0.03%

PENOBSCOT WEALTH MANAGEMENT

11.22K

Jun 30, 26

-55

0.03%

Kohmann Bosshard Financial Services, LLC

11.13K

Jun 30, 26

0.03%

KDK Private Wealth Management, LLC

10.70K

Jun 30, 26

+2.04K

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

10.34K

Jun 30, 26

-378

0.03%

MISSION WEALTH MANAGEMENT, LP

10.16K

Jun 30, 26

-513

0.03%

JONES FINANCIAL COMPANIES LLLP

9.72K

Jun 30, 26

+1.98K

0.02%

Smartleaf Asset Management LLC

9.19K

Jun 30, 26

0.02%

NorthLanding Financial Partners, LLC

9.16K

Jun 30, 26

-16

0.02%

PFG Advisors

8.88K

Jun 30, 26

-406

0.02%

POLEN CAPITAL MANAGEMENT LLC

8.67K

Jun 30, 26

+8.67K

0.02%

Cornerstone Financial Group, LLC /NE/

8.51K

Jun 30, 26

-239

0.02%

Ronald Blue Trust, Inc.

8.44K

Jun 30, 26

-357

0.02%

Demars Financial Group, LLC

8.37K

Jun 30, 26

-781

0.02%

Maxele Advisors, LLC

8.09K

Jun 30, 26

+8.09K

0.02%

Meridian Wealth Management, LLC

7.99K

Jun 30, 26

+7.99K

0.02%

PRINCIPAL SECURITIES, INC.

7.66K

Jun 30, 26

+7.66K

0.02%

CI Private Wealth, LLC

7.53K

Jun 30, 26

-139

0.02%

CITIZENS FINANCIAL GROUP INC/RI

7.25K

Jun 30, 26

+7.25K

0.02%

Merit Financial Group, LLC

7.25K

Jun 30, 26

-191

0.02%

Snowden Capital Advisors LLC

7.17K

Jun 30, 26

+7.17K

0.02%

Financial Freedom, LLC

7.01K

Jun 30, 26

+38

0.02%

FOSTER & MOTLEY INC

6.95K

Jun 30, 26

-985

0.02%

BRYN MAWR TRUST Co

6.81K

Jun 30, 26

-1.03K

0.02%

Ancora Advisors, LLC

5.60K

Jun 30, 26

0.01%

Colonial Trust Advisors

4.52K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

4.30K

Jun 30, 26

+2.42K

0.01%

CX Institutional

3.74K

Jun 30, 26

-147

0.01%

Elevated Capital Advisors, LLC

3.40K

Jun 30, 26

-4.65K

0.01%

Financial Perspectives, Inc

3.18K

Jun 30, 26

+29

0.01%

Qube Research & Technologies Ltd

2.60K

Jun 30, 26

+2.60K

0.01%

Aspect Partners, LLC

2.32K

Jun 30, 26

0.01%

Colonial Trust Co / SC

2.19K

Jun 30, 26

-50

0.01%

BLAIR WILLIAM & CO/IL

2.00K

Jun 30, 26

+1.41K

0.01%

Stone House Investment Management, LLC

1.97K

Jun 30, 26

-307

0.00%

Atlantic Union Bankshares Corp

1.87K

Jun 30, 26

+56

0.00%

BOK Financial Private Wealth, Inc.

1.66K

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.46K

Jun 30, 26

+1.46K

0.00%

BROWN BROTHERS HARRIMAN & CO

1.15K

Jun 30, 26

0.00%

Quent Capital, LLC

1.08K

Jun 30, 26

0.00%

SHP Wealth Management

1.04K

Jun 30, 26

+37

0.00%

Darwin Wealth Management, LLC

1.01K

Jun 30, 26

+1.01K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

994

Jun 30, 26

0.00%

GLENMEDE TRUST CO NA

771

Jun 30, 26

-1.41K

0.00%

Integrated Wealth Concepts LLC

686

Jun 30, 26

+686

0.00%

Dogwood Wealth Management LLC

651

Jun 30, 26

+21

0.00%

Decker Retirement Planning Inc.

638

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

600

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

518

Jun 30, 26

+276

0.00%

Crewe Advisors LLC

494

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

446

Jun 30, 26

0.00%

Napier Financial, LLC

349

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

347

Jun 30, 26

0.00%

CNB Bank

330

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

322

Jun 30, 26

+145

0.00%

Clearstead Advisors, LLC

302

Jun 30, 26

0.00%

ASSETMARK, INC

252

Jun 30, 26

+25

0.00%

VISION FINANCIAL MARKETS LLC

219

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

200

Jun 30, 26

0.00%

Investors Research Corp

177

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

130

Jun 30, 26

+130

0.00%

BlackRock, Inc.

129

Jun 30, 26

+129

0.00%

Bogart Wealth, LLC

107

Jun 30, 26

+107

0.00%

Glassman Wealth Services

Jun 30, 26

+98

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

Jun 30, 26

+75

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

-247

0.00%

1 NORTH WEALTH SERVICES LLC

Jun 30, 26

+63

0.00%

Strengthening Families & Communities, LLC

Jun 30, 26

+63

0.00%

IFG Advisory, LLC

Jun 30, 26

+50

0.00%

Oakmont Advisory Group, LLC

Jun 30, 26

+46

0.00%

WealthCollab, LLC

Jun 30, 26

+43

0.00%

High Note Wealth, LLC

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

+31

0.00%

AlphaCore Capital LLC

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

Jun 30, 26

-27

0.00%

Key Capital Management, INC

Jun 30, 26

-5

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

+19

0.00%

Provenance Wealth Advisors, LLC

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

+10

0.00%

Mechanics Financial Corp

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-75

0.00%

Raleigh Capital Management Inc.

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-64

0.00%

North Star Investment Management Corp.

Jun 30, 26

-303

FIRST COMMUNITY TRUST NA

Jun 30, 26

-44

Roble, Belko & Company, Inc

Jun 30, 26

-27

US BANCORP \DE\

Jun 30, 26

-127

Operose Advisors LLC

Jun 30, 26

-19

Waverly Advisors, LLC

Jun 30, 26

-150

Coastal Investment Advisors, Inc.

Jun 30, 26

-4.31K

Key FInancial Inc

Jun 30, 26

-54

Abound Wealth Management

Jun 30, 26

-173

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

-1.79K

Principia Wealth Advisory, LLC

Jun 30, 26

-8

Ashton Thomas Private Wealth, LLC

Jun 30, 26

-46

Truvestments Capital LLC

Jun 30, 26

-60

CITADEL ADVISORS LLC

Jun 30, 26

-32.10K

Root Financial Partners, LLC

Jun 30, 26

-44

EASTERN BANK

Jun 30, 26

-113

WealthShield Partners, LLC

Jun 30, 26

-28

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-575.00K

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-4

Tower Research Capital LLC (TRC)

Jun 30, 26

-28.17K

Scarborough Advisors, LLC

Jun 30, 26

-250

NewEdge Advisors, LLC

Jun 30, 26

-6

Clarity Asset Management, Inc.

Jun 30, 26

-6.86K

JANE STREET GROUP, LLC

Jun 30, 26

-26.92K

Lido Advisors, LLC

1.16M

Mar 31, 26

-178.78K

2.92%

ENVESTNET ASSET MANAGEMENT INC

963.33K

Mar 31, 26

+139.86K

2.42%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

850.36K

Mar 31, 26

+34.62K

2.14%

TRUEFG, LLC

691.62K

Mar 31, 26

+25.64K

1.74%

MAI Capital Management

690.01K

Mar 31, 26

+83.32K

1.74%

Pure Financial Advisors, LLC

386.69K

Mar 31, 26

-11.03K

0.97%

Payne Capital Management, LLC

312.33K

Mar 31, 26

+14.50K

0.79%

AE Wealth Management LLC

247.23K

Mar 31, 26

-1.37M

0.62%

Pasadena Private Wealth, LLC

220.58K

Mar 31, 26

+220.58K

0.56%

MML INVESTORS SERVICES, LLC

215.67K

Mar 31, 26

-17.37K

0.54%

AGF MANAGEMENT LTD

213.43K

Mar 31, 26

+2.86K

0.54%

Creative Planning

212.11K

Mar 31, 26

-12.28K

0.53%

Dynamic Advisor Solutions LLC

208.82K

Mar 31, 26

+3.99K

0.53%

Physician Wealth Advisors, Inc.

159.94K

Mar 31, 26

-296

0.40%

HighTower Advisors, LLC

155.85K

Mar 31, 26

+8.83K

0.39%

RAYMOND JAMES FINANCIAL INC

149.02K

Mar 31, 26

+9.91K

0.37%

Essential Planning, LLC.

134.92K

Mar 31, 26

+1.14K

0.34%

Financial Engines Advisors L.L.C.

134.42K

Mar 31, 26

+1.66K

0.34%

Opes Wealth Management LLC

133.77K

Mar 31, 26

+5.09K

0.34%

Independent Solutions Wealth Management, LLC

114.31K

Mar 31, 26

+1.42K

0.29%

Cambridge Investment Research Advisors, Inc.

97.28K

Mar 31, 26

+10.69K

0.24%

PARK AVENUE SECURITIES LLC

92.53K

Mar 31, 26

-7.59K

0.23%

Schoolcraft Capital LLC

90.65K

Mar 31, 26

+1.81K

0.23%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

81.68K

Mar 31, 26

+5.10K

0.21%

Sachetta, LLC

74.22K

Mar 31, 26

+3.75K

0.19%

Palisades Hudson Asset Management, L.P.

62.68K

Mar 31, 26

+527

0.16%

Beaumont Financial Advisors, LLC

60.96K

Mar 31, 26

+7.66K

0.15%

Birchcreek Wealth Management, LLC

57.28K

Mar 31, 26

+1.03K

0.14%

Marks Group Wealth Management, Inc

55.56K

Mar 31, 26

0.14%

Savvy Advisors, Inc.

54.84K

Mar 31, 26

+54.84K

0.14%

Atria Investments, Inc

47.98K

Mar 31, 26

-665

0.12%

SMITH, MOORE & CO.

40.28K

Mar 31, 26

0.10%

Private Advisor Group, LLC

36.04K

Mar 31, 26

-203

0.09%

PKS Advisory Services, LLC

34.12K

Mar 31, 26

+382

0.09%

JPMORGAN CHASE & CO

33.03K

Mar 31, 26

-3.17K

0.08%

CITADEL ADVISORS LLC

32.10K

Mar 31, 26

+32.10K

0.08%

INTEGRATED CAPITAL MANAGEMENT, INC.

31.26K

Mar 31, 26

-1.22K

0.08%

Fort Point Capital Partners LLC

29.93K

Mar 31, 26

-398

0.08%

Sunbelt Securities, Inc.

29.79K

Mar 31, 26

+12.75K

0.07%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

29.13K

Mar 31, 26

+5.64K

0.07%

Tower Research Capital LLC (TRC)

28.17K

Mar 31, 26

+3.83K

0.07%

WELLS FARGO & COMPANY/MN

26.54K

Mar 31, 26

-13.17K

0.07%

Gladstone Institutional Advisory LLC

25.16K

Mar 31, 26

+6.24K

0.06%

New England Private Wealth Advisors LLC

25.03K

Mar 31, 26

+231

0.06%

Fingerlakes Wealth Management, Inc.

24.06K

Mar 31, 26

+2.58K

0.06%

Capital Investment Advisory Services, LLC

16.52K

Mar 31, 26

+5.69K

0.04%

Robertson Stephens Wealth Management, LLC

15.21K

Mar 31, 26

-1.82K

0.04%

Disciplined Investments, LLC

13.98K

Mar 31, 26

0.04%

Atomi Financial Group, Inc.

13.63K

Mar 31, 26

-10.50K

0.03%

D. E. Shaw & Co., Inc.

13.25K

Mar 31, 26

-2.63K

0.03%

LYNCH & ASSOCIATES/IN

12.67K

Mar 31, 26

+786

0.03%

THOMPSON INVESTMENT MANAGEMENT, INC.

11.56K

Mar 31, 26

+791

0.03%

Clearview Wealth Management LLC

11.50K

Mar 31, 26

+11.50K

0.03%

PENOBSCOT WEALTH MANAGEMENT

11.28K

Mar 31, 26

-1.58K

0.03%

Modera Wealth Management, LLC

11.27K

Mar 31, 26

0.03%

MISSION WEALTH MANAGEMENT, LP

10.67K

Mar 31, 26

-1.92K

0.03%

PFG Advisors

9.29K

Mar 31, 26

-7.64K

0.02%

Smartleaf Asset Management LLC

9.19K

Mar 31, 26

+3.75K

0.02%

NorthLanding Financial Partners, LLC

9.18K

Mar 31, 26

-577

0.02%

Ameritas Advisory Services, LLC

8.59K

Mar 31, 26

+69

0.02%

Talon Private Wealth, LLC

8.21K

Mar 31, 26

+8.21K

0.02%

Elevated Capital Advisors, LLC

8.05K

Mar 31, 26

-31.25K

0.02%

FOSTER & MOTLEY INC

7.93K

Mar 31, 26

-1.49K

0.02%

JONES FINANCIAL COMPANIES LLLP

7.74K

Mar 31, 26

+2.41K

0.02%

CI Private Wealth, LLC

7.66K

Mar 31, 26

-426

0.02%

Merit Financial Group, LLC

7.44K

Mar 31, 26

0.02%

Clarity Asset Management, Inc.

6.86K

Mar 31, 26

-10.97K

0.02%

Coastal Investment Advisors, Inc.

4.31K

Mar 31, 26

0.01%

CX Institutional

3.89K

Mar 31, 26

-4.09K

0.01%

Atlantic Union Bankshares Corp

1.82K

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

1.79K

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

1.66K

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.15K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

994

Mar 31, 26

0.00%

Decker Retirement Planning Inc.

638

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

600

Mar 31, 26

0.00%

CWM, LLC

371

Mar 31, 26

-17.68K

0.00%

CNB Bank

330

Mar 31, 26

0.00%

North Star Investment Management Corp.

303

Mar 31, 26

+303

0.00%

Clearstead Advisors, LLC

302

Mar 31, 26

0.00%

Scarborough Advisors, LLC

250

Mar 31, 26

+250

0.00%

Rockefeller Capital Management L.P.

242

Mar 31, 26

+39

0.00%

ASSETMARK, INC

227

Mar 31, 26

-63

0.00%

SRS Capital Advisors, Inc.

205

Mar 31, 26

+133

0.00%

US BANCORP \DE\

127

Mar 31, 26

-4.07K

0.00%

EASTERN BANK

113

Mar 31, 26

+113

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-1.76K

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

+48

0.00%

Truvestments Capital LLC

Mar 31, 26

+60

0.00%

SOA Wealth Advisors, LLC.

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+46

0.00%

FIRST COMMUNITY TRUST NA

Mar 31, 26

+44

0.00%

High Note Wealth, LLC

Mar 31, 26

+36

0.00%

AlphaCore Capital LLC

Mar 31, 26

-281

0.00%

WealthShield Partners, LLC

Mar 31, 26

+28

0.00%

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-979

0.00%

Raleigh Capital Management Inc.

Mar 31, 26

-1

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

Diversify Advisory Services, LLC

Mar 31, 26

-72.31K

Strategic Advocates LLC

Mar 31, 26

-1

Kovitz Investment Group Partners, LLC

Mar 31, 26

-55.52K

Mach-1 Financial Group, LLC

Mar 31, 26

-38.59K

Bank of New York Mellon Corp

Mar 31, 26

-19.11K

Sigma Planning Corp

Mar 31, 26

-7.79K

AQR CAPITAL MANAGEMENT LLC

Mar 31, 26

-8.14K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-967

Everstar Asset Management, LLC

Mar 31, 26

-4.23K

Centennial Wealth Advisory LLC

Mar 31, 26

-7.92K

DEUTSCHE BANK AG\

Mar 31, 26

-756

Snider Financial Group

Mar 31, 26

-12.45K

SIMPLEX TRADING, LLC

Mar 31, 26

-46

Blue Barn Wealth, LLC

61.38K

Dec 31, 25

-68.95K

0.15%

Motiv8 Investments LLC

2.96K

Dec 31, 25

+2.96K

0.01%

COMERICA BANK

1.14K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

-5.00K

FIRST NATIONAL CORP /MA/ /ADV

62.32K

Sep 30, 25

+482

0.16%

Full Sail Capital, LLC

38.52K

Sep 30, 25

-6.59K

0.10%

PBMares Wealth Management LLC

9.95K

Sep 30, 25

+1.24K

0.03%

Apexium Financial, LP

9.65K

Sep 30, 25

-109

0.02%

Glenmede Investment Management, LP

2.46K

Sep 30, 25

0.01%

Promus Capital, LLC

150

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

404.89K

Jun 30, 25

-8.98K

1.02%

Congress Wealth Management LLC / DE /

72.39K

Jun 30, 25

+12.03K

0.18%

Atria Wealth Solutions, Inc.

55.92K

Jun 30, 25

+6.54K

0.14%

Capital A Wealth Management, LLC

158

Jun 30, 25

+55

0.00%

Sandy Spring Bank

1.00K

Mar 31, 25

0.00%

Sanctuary Wealth Management, L.L.C.

206

Dec 31, 24

0.00%

Merriman Wealth Management, LLC

Dec 31, 24

-7.40K

RAYMOND JAMES & ASSOCIATES

103.79K

Sep 30, 24

+996

0.26%

Raymond James Financial Services Advisors, Inc.

73.95K

Sep 30, 24

-5.97K

0.19%

FinTrust Capital Advisors, LLC

2.30K

Sep 30, 24

+2.30K

0.01%

Carmichael Hill & Associates, Inc.

133

Sep 30, 24

0.00%

Cetera Advisor Networks LLC

23.54K

Mar 31, 24

-32.75K

0.06%

Cetera Advisors LLC

9.95K

Mar 31, 24

+9.95K

0.03%

DFPG INVESTMENTS, LLC

112.99K

Dec 31, 23

+6.08K

0.28%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

10.48K

Sep 30, 23

-3.31K

0.03%

BerganKDV Wealth Management, LLC

1.70K

Jun 30, 23

-2.21K

0.00%

HighTower Trust Company, N.A.

59.72K

Mar 31, 23

+284

0.15%

Baldrige Asset Management LLC

16.56K

Mar 31, 23

+883

0.04%

Ahrens Investment Partners LLC

1.59K

Mar 31, 23

+1.59K

0.00%

RESOLUTE FINANCIAL, LLC

15.01K

Dec 31, 22

-1.86K

0.04%

Cribstone Capital Management, LLC

12.98K

Dec 31, 22

+351

0.03%

55I, LLC

66.54K

Sep 30, 22

+31.90K

0.17%

American Portfolios Advisors

214

Sep 30, 22

-156

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+64

0.00%

AGF Investments LLC

Sep 30, 22

-6

Pinnacle Private Wealth, LLC

9.64K

Jun 30, 22

+1.06K

0.02%

Lake Point Wealth Management

300

Jun 30, 22

0.00%

IndexIQ Advisors LLC

20.24K

Mar 31, 22

+19.37K

0.05%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

13.44K

Mar 31, 22

+3.16K

0.03%

NEXT Financial Group, Inc

276

Dec 31, 21

+189

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

FIRST MERCANTILE TRUST CO

199.44K

Sep 30, 21

+171.01K

0.50%

Ameritas Investment Company, LLC

31.99K

Sep 30, 21

+5.83K

0.08%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

17.45K

Sep 30, 21

+900

0.04%

PROFESSIONAL PLANNING

13.86K

Sep 30, 21

-435

0.03%

NorthCoast Asset Management LLC

12.78K

Sep 30, 21

-29.86K

0.03%

FMA ADVISORY INC

6.68K

Sep 30, 21

-152

0.02%

FormulaFolio Investments, LLC

148.64K

Jun 30, 21

-6.90K

0.37%

Pinnacle Advisory Group, Inc.

41.31K

Mar 31, 21

+7.76K

0.10%

Winslow, Evans & Crocker, Inc.

125

Dec 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

250.19K

Dec 31, 19

-71.38K

0.63%

Advisor Group, Inc.

75.28K

Dec 31, 19

+6.85K

0.19%

Patriot Wealth Management, Inc.

504.12K

Dec 31, 18

-11.73K

1.27%

RAND WEALTH, LLC

68.26K

Sep 30, 18

-133

0.17%

Vantage Investment Advisors, LLC

374

Sep 30, 18

-26

0.00%

Commonwealth Equity Services, Inc

317.03K

Jun 30, 17

+57.37K

0.80%

WFG Advisors, LP

120

Jun 30, 17

0.00%

MSI Financial Services Inc

11.08K

Dec 31, 16

+5.89K

0.03%

Argentus Capital Management, LLC

Dec 31, 16

-14.01K