FS Credit Opportunities Corp.(FSCO)

$5.07▼-0.07 (-1.27%)

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FS Credit Opportunities Corp.(FSCO)

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$5.07▼-0.07 (-1.27%)

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FSCO(FSCO)

FSCO

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Institutional Ownership

Top 369 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	6.17M	Mar 31, 26	-821.14K	3.05%
RIVERNORTH CAPITAL MANAGEMENT, LLC	4.01M	Mar 31, 26	+4.01M	1.98%
SIT INVESTMENT ASSOCIATES INC	3.88M	Mar 31, 26	+636.63K	1.92%
Cambridge Investment Research Advisors, Inc.	3.81M	Mar 31, 26	-430.41K	1.88%
Thomas J. Herzfeld Advisors, Inc.	3.68M	Mar 31, 26	+1.78M	1.82%
Wagner Wealth Management, LLC	3.47M	Mar 31, 26	+3.08M	1.72%
LPL Financial LLC	2.29M	Mar 31, 26	-253.55K	1.13%
Cetera Investment Advisers	2.26M	Mar 31, 26	-644.29K	1.12%
ENVESTNET ASSET MANAGEMENT INC	2.21M	Mar 31, 26	+905.52K	1.09%
Pathstone Holdings, LLC	2.03M	Mar 31, 26	+2.03M	1.00%
VISTA FINANCE, LLC	1.99M	Mar 31, 26	-80.41K	0.98%
Blackstone Inc.	1.66M	Mar 31, 26	--	0.82%
Rockefeller Capital Management L.P.	1.58M	Mar 31, 26	+287.50K	0.78%
MORGAN STANLEY	1.52M	Mar 31, 26	-128.58K	0.75%
Summit Financial, LLC	1.15M	Mar 31, 26	+81.38K	0.57%
Matisse Capital	1.13M	Mar 31, 26	+236.08K	0.56%
ADVISOR GROUP HOLDINGS, INC.	1.11M	Mar 31, 26	-76.15K	0.55%
EVERGREEN CAPITAL MANAGEMENT LLC	1.10M	Mar 31, 26	+1.10M	0.54%
RAYMOND JAMES FINANCIAL INC	952.53K	Mar 31, 26	-55.46K	0.47%
Ellis Investment Partners, LLC	891.50K	Mar 31, 26	+41.09K	0.44%
INDEPENDENT FINANCIAL GROUP, LLC	815.51K	Mar 31, 26	+8.28K	0.40%
Advisors Asset Management, Inc.	784.56K	Mar 31, 26	+27.33K	0.39%
Patriot Financial Group Insurance Agency, LLC	739.20K	Mar 31, 26	+380.35K	0.37%
ABSOLUTE INVESTMENT ADVISERS, LLC	558.69K	Mar 31, 26	+244.74K	0.28%
North Ground Capital	525.00K	Mar 31, 26	+497.67K	0.26%
HARBOUR INVESTMENTS, INC.	510.52K	Mar 31, 26	+86.57K	0.25%
WILEY BROS.-AINTREE CAPITAL, LLC	505.33K	Mar 31, 26	-11.43K	0.25%
Invesco Ltd.	502.55K	Mar 31, 26	+46.96K	0.25%
Kestra Advisory Services, LLC	478.02K	Mar 31, 26	+21.73K	0.24%
Kovack Advisors, Inc.	466.23K	Mar 31, 26	+245.58K	0.23%
Noble Wealth Management PBC	431.91K	Mar 31, 26	+32.68K	0.21%
Castleview Partners, LLC	431.86K	Mar 31, 26	+138.68K	0.21%
Prime Capital Investment Advisors, LLC	398.98K	Mar 31, 26	-26.97K	0.20%
U.S. Capital Wealth Advisors, LLC	388.40K	Mar 31, 26	+388.40K	0.19%
RIVERBRIDGE PARTNERS LLC	385.29K	Mar 31, 26	+174.44K	0.19%
Diversified Enterprises, LLC	375.80K	Mar 31, 26	+243.83K	0.19%
CERTIOR FINANCIAL GROUP, LLC	362.62K	Mar 31, 26	+72.86K	0.18%
Mariner, LLC	340.67K	Mar 31, 26	-45.02K	0.17%
Stratos Wealth Partners, LTD.	337.33K	Mar 31, 26	+3.03K	0.17%
Cornerstone Wealth Management, LLC	301.60K	Mar 31, 26	-38.16K	0.15%
CHOREO, LLC	238.01K	Mar 31, 26	+110.14K	0.12%
Quarry LP	221.55K	Mar 31, 26	+96.27K	0.11%
ROYAL BANK OF CANADA	171.59K	Mar 31, 26	+221	0.08%
Inspire Advisors, LLC	169.87K	Mar 31, 26	+132.21K	0.08%
Modern Wealth Management, LLC	168.55K	Mar 31, 26	-13.06K	0.08%
Ausdal Financial Partners, Inc.	166.66K	Mar 31, 26	-35.47K	0.08%
JANE STREET GROUP, LLC	165.22K	Mar 31, 26	-367.79K	0.08%
Paradigm Financial Partners, LLC	153.27K	Mar 31, 26	+7.76K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	146.54K	Mar 31, 26	-58.83K	0.07%
IHT Wealth Management, LLC	146.31K	Mar 31, 26	+5.34K	0.07%
Creative Planning	140.70K	Mar 31, 26	+1.17K	0.07%
UBS Group AG	136.72K	Mar 31, 26	-27.70K	0.07%
HighTower Advisors, LLC	135.38K	Mar 31, 26	+92.38K	0.07%
WEST MICHIGAN ADVISORS, LLC	134.66K	Mar 31, 26	-23.47K	0.07%
CREATIVE FINANCIAL DESIGNS INC /ADV	134.12K	Mar 31, 26	-13.33K	0.07%
Merit Financial Group, LLC	129.86K	Mar 31, 26	-53.44K	0.06%
OPPENHEIMER & CO INC	129.60K	Mar 31, 26	+4.68K	0.06%
Alpine Global Management, LLC	126.23K	Mar 31, 26	+112.98K	0.06%
Inscription Capital, LLC	123.55K	Mar 31, 26	-365	0.06%
ROBINSON CAPITAL MANAGEMENT, LLC	120.75K	Mar 31, 26	+80.45K	0.06%
Kathmere Capital Management, LLC	120.09K	Mar 31, 26	--	0.06%
CWM, LLC	114.19K	Mar 31, 26	-166.79K	0.06%
Wealthcare Advisory Partners LLC	107.33K	Mar 31, 26	-291	0.05%
Cerity Partners LLC	104.80K	Mar 31, 26	+84.11K	0.05%
RFG Advisory, LLC	101.93K	Mar 31, 26	-20.72K	0.05%
Steward Partners Investment Advisory, LLC	96.94K	Mar 31, 26	+2.05K	0.05%
Investmark Advisory Group LLC	94.23K	Mar 31, 26	-3.55K	0.05%
Private Advisor Group, LLC	94.10K	Mar 31, 26	-83.10K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	93.56K	Mar 31, 26	+37.71K	0.05%
Virtus Investment Advisers, Inc.	91.88K	Mar 31, 26	-1.22K	0.05%
TrueMark Investments, LLC	91.00K	Mar 31, 26	+91.00K	0.04%
WealthPlan Investment Management, LLC	90.14K	Mar 31, 26	-5.45K	0.04%
Geneos Wealth Management Inc.	88.73K	Mar 31, 26	-34.13K	0.04%
Integrated Wealth Concepts LLC	77.42K	Mar 31, 26	-4.42K	0.04%
McAdam, LLC	77.22K	Mar 31, 26	-12.55K	0.04%
Signal Advisors Wealth, LLC	76.92K	Mar 31, 26	-30.59K	0.04%
Calamos Advisors LLC	76.55K	Mar 31, 26	+76.55K	0.04%
Harvest Investment Services, LLC	74.39K	Mar 31, 26	--	0.04%
Strategic Blueprint, LLC	69.00K	Mar 31, 26	+1.73K	0.03%
Apeiron RIA LLC	66.94K	Mar 31, 26	-2.79K	0.03%
Sentinus, LLC	66.75K	Mar 31, 26	--	0.03%
PFG Investments, LLC	66.59K	Mar 31, 26	-27.29K	0.03%
WCG Wealth Advisors LLC	66.37K	Mar 31, 26	-6.79K	0.03%
Smallwood Wealth Investment Management, LLC	65.72K	Mar 31, 26	--	0.03%
VisionPoint Advisory Group, LLC	63.31K	Mar 31, 26	+37.83K	0.03%
SUMMIT WEALTH GROUP LLC / CO	63.22K	Mar 31, 26	-120.56K	0.03%
Maridea Wealth Management LLC	62.98K	Mar 31, 26	-11.96K	0.03%
Impact Partnership Wealth, LLC	62.93K	Mar 31, 26	--	0.03%
CAPTRUST FINANCIAL ADVISORS	59.33K	Mar 31, 26	-28.66K	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	58.74K	Mar 31, 26	+6.70K	0.03%
Huntleigh Advisors, Inc.	57.53K	Mar 31, 26	-9.84K	0.03%
Colony Group, LLC	57.29K	Mar 31, 26	-4.03K	0.03%
IFP Advisors, Inc	55.98K	Mar 31, 26	+68	0.03%
Prospera Financial Services Inc	55.71K	Mar 31, 26	-5.69K	0.03%
Csenge Advisory Group	55.22K	Mar 31, 26	--	0.03%
Centerpoint Advisory Group	52.13K	Mar 31, 26	-9.95K	0.03%
Andina Capital Management, LLC	50.88K	Mar 31, 26	+32.23K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	50.56K	Mar 31, 26	+329	0.02%
Retirement Planning Group	50.06K	Mar 31, 26	+50.06K	0.02%
Apollon Wealth Management, LLC	49.06K	Mar 31, 26	-219.19K	0.02%
Allegiance Financial Group Advisory Services LLC	47.69K	Mar 31, 26	-3.15K	0.02%
Foundations Investment Advisors, LLC	47.61K	Mar 31, 26	+17.66K	0.02%
CLEAR STREET MARKETS LLC	47.00K	Mar 31, 26	+47.00K	0.02%
CITADEL ADVISORS LLC	46.71K	Mar 31, 26	+46.71K	0.02%
Strategic Financial Partners, Ltd.	46.45K	Mar 31, 26	-33.21K	0.02%
Plancorp, LLC	43.48K	Mar 31, 26	+43.48K	0.02%
WEDBUSH SECURITIES INC	42.94K	Mar 31, 26	--	0.02%
NFP Retirement, Inc.	42.94K	Mar 31, 26	-7.00K	0.02%
Catalina Capital Group, LLC	42.91K	Mar 31, 26	+149	0.02%
Financial Gravity Asset Management, Inc.	41.12K	Mar 31, 26	+41.12K	0.02%
STIFEL FINANCIAL CORP	40.02K	Mar 31, 26	-515.09K	0.02%
Bleakley Financial Group, LLC	39.76K	Mar 31, 26	-7.32K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	39.22K	Mar 31, 26	+4.30K	0.02%
Annex Advisory Services, LLC	38.72K	Mar 31, 26	--	0.02%
Foundry Financial Group, Inc.	38.06K	Mar 31, 26	--	0.02%
Anfield Capital Management, LLC	37.96K	Mar 31, 26	--	0.02%
Marex Group plc	37.60K	Mar 31, 26	-363.90K	0.02%
Dean, Jacobson Financial Services, LLC	37.50K	Mar 31, 26	--	0.02%
WealthPLAN Partners, LLC	36.03K	Mar 31, 26	--	0.02%
Brinker Capital Investments, LLC	34.29K	Mar 31, 26	-17.50K	0.02%
BOS Asset Management, LLC	33.54K	Mar 31, 26	--	0.02%
XTX Topco Ltd	33.00K	Mar 31, 26	-164.32K	0.02%
First Heartland Consultants, Inc.	32.46K	Mar 31, 26	+19.56K	0.02%
WEALTHEDGE INVESTMENT ADVISORS, LLC	31.26K	Mar 31, 26	+12.23K	0.02%
Moors & Cabot, Inc.	30.71K	Mar 31, 26	-3.47K	0.02%
Dunhill Financial, LLC	30.29K	Mar 31, 26	--	0.01%
Jacobi Capital Management LLC	30.10K	Mar 31, 26	+557	0.01%
Clark Asset Management, LLC	29.97K	Mar 31, 26	--	0.01%
Legacy Capital Wealth Partners, LLC	28.80K	Mar 31, 26	--	0.01%
Van Hulzen Asset Management, LLC	28.71K	Mar 31, 26	--	0.01%
Capital CS Group, LLC	28.62K	Mar 31, 26	+996	0.01%
Intrua Financial, LLC	28.58K	Mar 31, 26	+1.45K	0.01%
LIBERTY SQUARE WEALTH PARTNERS LLC	28.36K	Mar 31, 26	-6.00K	0.01%
Allworth Financial LP	26.90K	Mar 31, 26	-32.43K	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	26.36K	Mar 31, 26	--	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	26.24K	Mar 31, 26	+6.36K	0.01%
Jefferies Financial Group Inc.	26.10K	Mar 31, 26	+26.10K	0.01%
Pensionmark Financial Group, LLC	25.97K	Mar 31, 26	-5.74K	0.01%
AE Wealth Management LLC	25.94K	Mar 31, 26	+1	0.01%
Stewardship Advisors, LLC	25.91K	Mar 31, 26	-1	0.01%
MFA Wealth Services	25.81K	Mar 31, 26	+298	0.01%
Beacon Pointe Advisors, LLC	25.55K	Mar 31, 26	+114	0.01%
Mission Hills Financial Advisory, LLC	25.53K	Mar 31, 26	+11.92K	0.01%
Sanctuary Advisors, LLC	25.31K	Mar 31, 26	-6.56K	0.01%
Golden State Wealth Management, LLC	25.07K	Mar 31, 26	-31.68K	0.01%
NOMURA HOLDINGS INC	25.00K	Mar 31, 26	-12.66K	0.01%
LexAurum Advisors, LLC	24.95K	Mar 31, 26	+24.95K	0.01%
Jump Financial, LLC	24.28K	Mar 31, 26	+24.28K	0.01%
Presidio Capital Management, LLC	24.10K	Mar 31, 26	+557	0.01%
Capital Asset Advisory Services LLC	23.67K	Mar 31, 26	--	0.01%
Independent Wealth Network Inc.	23.65K	Mar 31, 26	-27.06K	0.01%
Concurrent Investment Advisors, LLC	23.28K	Mar 31, 26	-48.86K	0.01%
CHANNEL WEALTH LLC	22.08K	Mar 31, 26	-20.59K	0.01%
Cannon Advisors, Inc.	21.82K	Mar 31, 26	+759	0.01%
MERCER GLOBAL ADVISORS INC /ADV	21.80K	Mar 31, 26	-56.48K	0.01%
Carnegie Lake Advisors LLC	21.66K	Mar 31, 26	--	0.01%
Heritage Family Offices, LLP	21.63K	Mar 31, 26	-10.35K	0.01%
Farther Finance Advisors, LLC	21.56K	Mar 31, 26	+11.98K	0.01%
Mill Creek Capital Advisors, LLC	21.42K	Mar 31, 26	--	0.01%
VANCE WEALTH, INC.	21.20K	Mar 31, 26	--	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	20.96K	Mar 31, 26	--	0.01%
Brookstone Capital Management	20.15K	Mar 31, 26	-2.91K	0.01%
TRUIST FINANCIAL CORP	20.08K	Mar 31, 26	--	0.01%
TWO SIGMA SECURITIES, LLC	19.61K	Mar 31, 26	-3.96K	0.01%
Toroso Investments, LLC	19.28K	Mar 31, 26	+19.28K	0.01%
PATTON ALBERTSON MILLER GROUP, LLC	19.15K	Mar 31, 26	--	0.01%
Atlas Private Wealth Advisors	18.85K	Mar 31, 26	-2.49K	0.01%
Venture Visionary Partners LLC	18.77K	Mar 31, 26	--	0.01%
Cadence Wealth Management LLC	18.75K	Mar 31, 26	+652	0.01%
OxenFree Capital LLC	18.71K	Mar 31, 26	--	0.01%
HRT FINANCIAL LP	17.70K	Mar 31, 26	+17.70K	0.01%
PARK AVENUE SECURITIES LLC	17.47K	Mar 31, 26	--	0.01%
VESTIA PERSONAL WEALTH ADVISORS	17.33K	Mar 31, 26	+704	0.01%
McGowan Group Asset Management, Inc.	17.23K	Mar 31, 26	+17.23K	0.01%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	17.22K	Mar 31, 26	--	0.01%
TCFG WEALTH MANAGEMENT, LLC	16.99K	Mar 31, 26	+16.99K	0.01%
LIBERTY WEALTH MANAGEMENT LLC	16.97K	Mar 31, 26	+16.97K	0.01%
Haverford Trust Co	16.89K	Mar 31, 26	+16.89K	0.01%
GREENLEAF TRUST	16.81K	Mar 31, 26	+16.81K	0.01%
BENJAMIN EDWARDS INC	16.68K	Mar 31, 26	+2.35K	0.01%
Valley Financial Group, Inc.	16.28K	Mar 31, 26	--	0.01%
Symmetry Partners, LLC	16.00K	Mar 31, 26	--	0.01%
Gen-Wealth Partners Inc	15.82K	Mar 31, 26	--	0.01%
Lido Advisors, LLC	15.64K	Mar 31, 26	+15.64K	0.01%
Fiduciary Alliance LLC	15.63K	Mar 31, 26	+543	0.01%
Global Assets Advisory, LLC	15.61K	Mar 31, 26	-11.04K	0.01%
Lakeridge Wealth Management LLC	15.37K	Mar 31, 26	+273	0.01%
Rehmann Capital Advisory Group	15.23K	Mar 31, 26	+15.23K	0.01%
BLB&B Advisors, LLC	15.20K	Mar 31, 26	--	0.01%
Avidian Wealth Solutions, LLC	15.07K	Mar 31, 26	--	0.01%
Valeo Financial Advisors, LLC	15.04K	Mar 31, 26	-146	0.01%
Townsend & Associates, Inc	15.00K	Mar 31, 26	--	0.01%
Apella Capital, LLC	14.99K	Mar 31, 26	+14.99K	0.01%
MGO ONE SEVEN LLC	14.77K	Mar 31, 26	-2.38K	0.01%
US BANCORP \DE\	14.15K	Mar 31, 26	-1.00K	0.01%
GERBER, LLC	14.08K	Mar 31, 26	--	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13.90K	Mar 31, 26	--	0.01%
Perigon Wealth Management, LLC	13.71K	Mar 31, 26	-4.85K	0.01%
Freestate Advisors LLC	13.66K	Mar 31, 26	+475	0.01%
SRS Capital Advisors, Inc.	13.60K	Mar 31, 26	-65.08K	0.01%
Koshinski Asset Management, Inc.	13.43K	Mar 31, 26	-3.56K	0.01%
WELLS FARGO & COMPANY/MN	13.26K	Mar 31, 26	+12.55K	0.01%
Independent Advisor Alliance	13.23K	Mar 31, 26	+13.23K	0.01%
Advisor OS, LLC	13.00K	Mar 31, 26	+13.00K	0.01%
Compass Ion Advisors, LLC	12.81K	Mar 31, 26	--	0.01%
ADAMSBROWN WEALTH CONSULTANTS LLC	12.68K	Mar 31, 26	+224	0.01%
GRIMES & COMPANY, INC.	12.48K	Mar 31, 26	+433	0.01%
BridgePort Financial Solutions, LLC	12.24K	Mar 31, 26	--	0.01%
Financial Partners Group, Inc	12.11K	Mar 31, 26	+241	0.01%
Tyche Wealth Partners LLC	12.10K	Mar 31, 26	--	0.01%
BIP Wealth, LLC	11.80K	Mar 31, 26	+11.80K	0.01%
Modera Wealth Management, LLC	11.70K	Mar 31, 26	+11.70K	0.01%
Visionary Wealth Advisors	11.54K	Mar 31, 26	+272	0.01%
Glen Eagle Advisors, LLC	11.45K	Mar 31, 26	+370	0.01%
Aptus Capital Advisors, LLC	11.35K	Mar 31, 26	-128	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	10.82K	Mar 31, 26	+10.82K	0.01%
CoreCap Advisors, LLC	10.80K	Mar 31, 26	+235	0.01%
Cooper Financial Group	10.56K	Mar 31, 26	+10	0.01%
Consolidated Planning Corp	10.55K	Mar 31, 26	--	0.01%
Second Line Capital, LLC	10.41K	Mar 31, 26	-1.06K	0.01%
Marshall Financial Group LLC	10.22K	Mar 31, 26	--	0.01%
Belpointe Asset Management LLC	10.16K	Mar 31, 26	+10.16K	0.01%
BRYN MAWR TRUST Co	10.00K	Mar 31, 26	+10.00K	0.00%
AdvisorNet Financial, Inc	9.68K	Mar 31, 26	-5.72K	0.00%
Rosenberg Matthew Hamilton	8.86K	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	8.33K	Mar 31, 26	-3.23K	0.00%
CX Institutional	7.51K	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	5.86K	Mar 31, 26	+5.38K	0.00%
Spire Wealth Management	5.67K	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	5.60K	Mar 31, 26	+5.60K	0.00%
MATHER GROUP, LLC.	5.49K	Mar 31, 26	+5.49K	0.00%
Millstone Evans Group, LLC	5.47K	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	5.47K	Mar 31, 26	+5.47K	0.00%
Larson Financial Group LLC	4.72K	Mar 31, 26	-3.45K	0.00%
Clearstead Advisors, LLC	3.99K	Mar 31, 26	--	0.00%
WPG Advisers, LLC	2.60K	Mar 31, 26	--	0.00%
Kozak & Associates, Inc.	1.75K	Mar 31, 26	+61	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.75K	Mar 31, 26	+1.75K	0.00%
Darwin Wealth Management, LLC	1.66K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	1.58K	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	1.53K	Mar 31, 26	+1.53K	0.00%
Johnson Financial Group, Inc.	1.50K	Mar 31, 26	+1.00K	0.00%
REAP Financial Group, LLC	1.06K	Mar 31, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	1.06K	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	844	Mar 31, 26	-663	0.00%
Signature Resources Capital Management, LLC	394	Mar 31, 26	+394	0.00%
Osbon Capital Management LLC	309	Mar 31, 26	+309	0.00%
EverSource Wealth Advisors, LLC	10	Mar 31, 26	-7.76K	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-120.43K	--
BankPlus Wealth Management LLC	--	Mar 31, 26	-20.00K	--
Steele Capital Management, Inc.	--	Mar 31, 26	-60.00K	--
Bank of New York Mellon Corp	--	Mar 31, 26	-280.85K	--
Quartz Partners, LLC	--	Mar 31, 26	-12.39K	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-472.69K	--
Financial Management Professionals, Inc.	--	Mar 31, 26	-3.48K	--
PANORAMIC INVESTMENT ADVISORS, LLC	--	Mar 31, 26	-23.96K	--
Strategic Advocates LLC	--	Mar 31, 26	-33.12K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-7.82K	--
Concord Wealth Partners	--	Mar 31, 26	-237	--
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-45.65K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-4.00K	--
Bramshill Investments, LLC	--	Mar 31, 26	-102.46K	--
CAHABA WEALTH MANAGEMENT, INC.	--	Mar 31, 26	-28.58K	--
IFG Advisory, LLC	--	Mar 31, 26	-67.16K	--
DENVER WEALTH MANAGEMENT, INC.	--	Mar 31, 26	-21.30K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-7.97K	--
Baird Financial Group, Inc.	--	Mar 31, 26	-125.95K	--
Sequoia Financial Advisors, LLC	--	Mar 31, 26	-67.47K	--
Worth Asset Management, LLC	--	Mar 31, 26	-13.76K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-12	--
Perennial Investment Advisors, LLC	--	Mar 31, 26	-18.07K	--
Oregon Pacific Wealth Management, LLC	--	Mar 31, 26	-23.06K	--
Chung Wu Investment Group, LLC	--	Mar 31, 26	-900	--
Curran Financial Partners, LLC	--	Mar 31, 26	-11.11K	--
HighPoint Advisor Group LLC	--	Mar 31, 26	-10.54K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-23.67K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Mar 31, 26	-38.22K	--
ABOUND FINANCIAL, LLC	--	Mar 31, 26	-2.67K	--
CWS Financial Advisors, LLC	--	Mar 31, 26	-15.20K	--
JPMORGAN CHASE & CO	--	Mar 31, 26	-6.70K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-3.13K	--
Virtue Capital Management, LLC	--	Mar 31, 26	-11.29K	--
MORGAN STANLEY	1.65M	Dec 31, 25	+569.98K	0.81%
Rockefeller Capital Management L.P.	1.30M	Dec 31, 25	+60.40K	0.64%
RAYMOND JAMES FINANCIAL INC	1.01M	Dec 31, 25	+344.29K	0.50%
WILEY BROS.-AINTREE CAPITAL, LLC	516.76K	Dec 31, 25	+500.63K	0.26%
Mariner, LLC	385.69K	Dec 31, 25	-11.63K	0.19%
CWM, LLC	280.99K	Dec 31, 25	+25.43K	0.14%
Concorde Asset Management, LLC	145.15K	Dec 31, 25	+3.52K	0.07%
Allen Capital Group, LLC	127.63K	Dec 31, 25	-1.66K	0.06%
Baird Financial Group, Inc.	125.95K	Dec 31, 25	+31.82K	0.06%
Arkadios Wealth Advisors	109.84K	Dec 31, 25	-12.96K	0.05%
Bramshill Investments, LLC	102.46K	Dec 31, 25	+924	0.05%
CAPTRUST FINANCIAL ADVISORS	87.98K	Dec 31, 25	-51	0.04%
SRS Capital Advisors, Inc.	78.67K	Dec 31, 25	+42.44K	0.04%
Arete Wealth Advisors, LLC	76.42K	Dec 31, 25	+4.73K	0.04%
Harvest Investment Services, LLC	74.39K	Dec 31, 25	-13.31K	0.04%
Colony Group, LLC	61.32K	Dec 31, 25	+7.92K	0.03%
Allworth Financial LP	59.33K	Dec 31, 25	+236	0.03%
NOMURA HOLDINGS INC	37.66K	Dec 31, 25	+37.66K	0.02%
Inspire Advisors, LLC	37.66K	Dec 31, 25	--	0.02%
ORG Partners LLC	34.84K	Dec 31, 25	--	0.02%
Strategic Advocates LLC	33.12K	Dec 31, 25	--	0.02%
Jacobi Capital Management LLC	29.55K	Dec 31, 25	+610	0.01%
NewEdge Advisors, LLC	27.87K	Dec 31, 25	+22.35K	0.01%
Mill Creek Capital Advisors, LLC	21.42K	Dec 31, 25	-28.61K	0.01%
VANCE WEALTH, INC.	21.20K	Dec 31, 25	--	0.01%
Western Wealth Management, LLC	21.18K	Dec 31, 25	-1.17K	0.01%
Cerity Partners LLC	20.69K	Dec 31, 25	+5.00K	0.01%
Venture Visionary Partners LLC	18.77K	Dec 31, 25	--	0.01%
Perennial Investment Advisors, LLC	18.07K	Dec 31, 25	+209	0.01%
Valley Financial Group, Inc.	16.28K	Dec 31, 25	-4.08K	0.01%
CENTAURUS FINANCIAL, INC.	16.23K	Dec 31, 25	-2.17K	0.01%
GPS Wealth Strategies Group, LLC	16.10K	Dec 31, 25	-555	0.01%
US BANCORP \DE\	15.15K	Dec 31, 25	--	0.01%
Alpine Global Management, LLC	13.25K	Dec 31, 25	+13.25K	0.01%
Second Line Capital, LLC	11.47K	Dec 31, 25	--	0.01%
Divergent Planning, LLC	10.15K	Dec 31, 25	-884	0.01%
Sunbelt Securities, Inc.	10.00K	Dec 31, 25	--	0.00%
JONES FINANCIAL COMPANIES LLLP	7.82K	Dec 31, 25	+7.82K	0.00%
Global Retirement Partners, LLC	7.05K	Dec 31, 25	--	0.00%
BANK OF AMERICA CORP /DE/	983	Dec 31, 25	+983	0.00%
COMERICA BANK	--	Dec 31, 25	-46	--
Rehmann Capital Advisory Group	--	Dec 31, 25	-14.24K	--
Quadrature Capital Ltd	--	Dec 31, 25	-316.15K	--
Atomi Financial Group, Inc.	--	Dec 31, 25	-86.61K	--
Binnacle Investments Inc	33.13K	Sep 30, 25	--	0.02%
FULLCIRCLE WEALTH LLC	17.11K	Sep 30, 25	--	0.01%
OPTIMUM INVESTMENT ADVISORS	2.20K	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	1.68M	Jun 30, 25	-244.58K	0.83%
Good Life Advisors, LLC	66.89K	Jun 30, 25	-984	0.03%
Financial Gravity Companies, Inc.	48.48K	Jun 30, 25	+48.48K	0.02%
Summit X, LLC	47.66K	Jun 30, 25	+19.83K	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-38.31K	--
Orion Portfolio Solutions, LLC	530.84K	Mar 31, 25	+62.81K	0.26%
Marcum Wealth, LLC	56.71K	Mar 31, 25	+2.60K	0.03%
CAROLINAS WEALTH CONSULTING LLC	36.29K	Mar 31, 25	-1	0.02%
Alpha Omega Group, Inc.	12.31K	Mar 31, 25	-10.03K	0.01%
Lindbrook Capital, LLC	--	Mar 31, 25	-100	--
Bison Wealth, LLC	35.66K	Dec 31, 24	+687	0.02%
Private Portfolio Partners LLC	10.50K	Dec 31, 24	+10.50K	0.01%
WR Wealth Planners, LLC	8.30K	Dec 31, 24	-7.44K	0.00%
Householder Group Estate & Retirement Specialist, LLC	1.70K	Dec 31, 24	-8.40K	0.00%
RAYMOND JAMES & ASSOCIATES	277.34K	Sep 30, 24	-15.29K	0.14%
Raymond James Financial Services Advisors, Inc.	189.35K	Sep 30, 24	-4.44K	0.09%
CIC Wealth, LLC	173.40K	Sep 30, 24	+29.22K	0.09%
Annapolis Financial Services, LLC	6.70K	Sep 30, 24	--	0.00%
Sea Otter Advisors LLC	--	Sep 30, 24	-60.00K	--
Levy Wealth Management Group, LLC	92.04K	Jun 30, 24	+2.69K	0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.20K	Jun 30, 24	--	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	889	Jun 30, 24	--	0.00%
HERITAGE WEALTH MANAGEMENT, LLC	--	Jun 30, 24	-36.76K	--
Cetera Advisor Networks LLC	1.71M	Mar 31, 24	+3.97K	0.84%
Cetera Advisors LLC	1.29M	Mar 31, 24	+28.56K	0.64%
InterOcean Capital Group, LLC	35.50K	Mar 31, 24	-14.85K	0.02%
Highlander Capital Management, LLC	21.66K	Mar 31, 24	--	0.01%
Coppell Advisory Solutions Corp.	10.92K	Mar 31, 24	+10.92K	0.01%
Simplicity Solutions, LLC	58.02K	Dec 31, 23	-3.38K	0.03%
FOCUS FINANCIAL NETWORK INC /ADV	13.37K	Dec 31, 23	+13.37K	0.01%
DFPG INVESTMENTS, LLC	--	Dec 31, 23	-48.26K	--
COLONY GROUP LLC	36.32K	Sep 30, 23	+36.32K	0.02%
PRW Wealth Management LLC	--	Sep 30, 23	-160.79K	--
V Wealth Advisors LLC	--	Sep 30, 23	-22.00K	--
Kalos Management, Inc.	44.41K	Jun 30, 23	+20.04K	0.02%
Wealth Enhancement & Preservation of GA, LLC	27.77K	Jun 30, 23	+13.19K	0.01%
Kistler-Tiffany Companies, LLC	7.68K	Jun 30, 23	--	0.00%
Catalyst Wealth Management, LLC	16.04K	Mar 31, 23	+1.26K	0.01%
Barber Financial Group, Inc.	15.92K	Mar 31, 23	+15.92K	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	1.37K	Dec 31, 22	+1.37K	0.00%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

6.17M

Mar 31, 26

-821.14K

3.05%

RIVERNORTH CAPITAL MANAGEMENT, LLC

4.01M

Mar 31, 26

+4.01M

1.98%

SIT INVESTMENT ASSOCIATES INC

3.88M

Mar 31, 26

+636.63K

1.92%

Cambridge Investment Research Advisors, Inc.

3.81M

Mar 31, 26

-430.41K

1.88%

Thomas J. Herzfeld Advisors, Inc.

3.68M

Mar 31, 26

+1.78M

1.82%

Wagner Wealth Management, LLC

3.47M

Mar 31, 26

+3.08M

1.72%

LPL Financial LLC

2.29M

Mar 31, 26

-253.55K

1.13%

Cetera Investment Advisers

2.26M

Mar 31, 26

-644.29K

1.12%

ENVESTNET ASSET MANAGEMENT INC

2.21M

Mar 31, 26

+905.52K

1.09%

Pathstone Holdings, LLC

2.03M

Mar 31, 26

+2.03M

1.00%

VISTA FINANCE, LLC

1.99M

Mar 31, 26

-80.41K

0.98%

Blackstone Inc.

1.66M

Mar 31, 26

0.82%

Rockefeller Capital Management L.P.

1.58M

Mar 31, 26

+287.50K

0.78%

MORGAN STANLEY

1.52M

Mar 31, 26

-128.58K

0.75%

Summit Financial, LLC

1.15M

Mar 31, 26

+81.38K

0.57%

Matisse Capital

1.13M

Mar 31, 26

+236.08K

0.56%

ADVISOR GROUP HOLDINGS, INC.

1.11M

Mar 31, 26

-76.15K

0.55%

EVERGREEN CAPITAL MANAGEMENT LLC

1.10M

Mar 31, 26

+1.10M

0.54%

RAYMOND JAMES FINANCIAL INC

952.53K

Mar 31, 26

-55.46K

0.47%

Ellis Investment Partners, LLC

891.50K

Mar 31, 26

+41.09K

0.44%

INDEPENDENT FINANCIAL GROUP, LLC

815.51K

Mar 31, 26

+8.28K

0.40%

Advisors Asset Management, Inc.

784.56K

Mar 31, 26

+27.33K

0.39%

Patriot Financial Group Insurance Agency, LLC

739.20K

Mar 31, 26

+380.35K

0.37%

ABSOLUTE INVESTMENT ADVISERS, LLC

558.69K

Mar 31, 26

+244.74K

0.28%

North Ground Capital

525.00K

Mar 31, 26

+497.67K

0.26%

HARBOUR INVESTMENTS, INC.

510.52K

Mar 31, 26

+86.57K

0.25%

WILEY BROS.-AINTREE CAPITAL, LLC

505.33K

Mar 31, 26

-11.43K

0.25%

Invesco Ltd.

502.55K

Mar 31, 26

+46.96K

0.25%

Kestra Advisory Services, LLC

478.02K

Mar 31, 26

+21.73K

0.24%

Kovack Advisors, Inc.

466.23K

Mar 31, 26

+245.58K

0.23%

Noble Wealth Management PBC

431.91K

Mar 31, 26

+32.68K

0.21%

Castleview Partners, LLC

431.86K

Mar 31, 26

+138.68K

0.21%

Prime Capital Investment Advisors, LLC

398.98K

Mar 31, 26

-26.97K

0.20%

U.S. Capital Wealth Advisors, LLC

388.40K

Mar 31, 26

+388.40K

0.19%

RIVERBRIDGE PARTNERS LLC

385.29K

Mar 31, 26

+174.44K

0.19%

Diversified Enterprises, LLC

375.80K

Mar 31, 26

+243.83K

0.19%

CERTIOR FINANCIAL GROUP, LLC

362.62K

Mar 31, 26

+72.86K

0.18%

Mariner, LLC

340.67K

Mar 31, 26

-45.02K

0.17%

Stratos Wealth Partners, LTD.

337.33K

Mar 31, 26

+3.03K

0.17%

Cornerstone Wealth Management, LLC

301.60K

Mar 31, 26

-38.16K

0.15%

CHOREO, LLC

238.01K

Mar 31, 26

+110.14K

0.12%

Quarry LP

221.55K

Mar 31, 26

+96.27K

0.11%

ROYAL BANK OF CANADA

171.59K

Mar 31, 26

+221

0.08%

Inspire Advisors, LLC

169.87K

Mar 31, 26

+132.21K

0.08%

Modern Wealth Management, LLC

168.55K

Mar 31, 26

-13.06K

0.08%

Ausdal Financial Partners, Inc.

166.66K

Mar 31, 26

-35.47K

0.08%

JANE STREET GROUP, LLC

165.22K

Mar 31, 26

-367.79K

0.08%

Paradigm Financial Partners, LLC

153.27K

Mar 31, 26

+7.76K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

146.54K

Mar 31, 26

-58.83K

0.07%

IHT Wealth Management, LLC

146.31K

Mar 31, 26

+5.34K

0.07%

Creative Planning

140.70K

Mar 31, 26

+1.17K

0.07%

UBS Group AG

136.72K

Mar 31, 26

-27.70K

0.07%

HighTower Advisors, LLC

135.38K

Mar 31, 26

+92.38K

0.07%

WEST MICHIGAN ADVISORS, LLC

134.66K

Mar 31, 26

-23.47K

0.07%

CREATIVE FINANCIAL DESIGNS INC /ADV

134.12K

Mar 31, 26

-13.33K

0.07%

Merit Financial Group, LLC

129.86K

Mar 31, 26

-53.44K

0.06%

OPPENHEIMER & CO INC

129.60K

Mar 31, 26

+4.68K

0.06%

Alpine Global Management, LLC

126.23K

Mar 31, 26

+112.98K

0.06%

Inscription Capital, LLC

123.55K

Mar 31, 26

-365

0.06%

ROBINSON CAPITAL MANAGEMENT, LLC

120.75K

Mar 31, 26

+80.45K

0.06%

Kathmere Capital Management, LLC

120.09K

Mar 31, 26

0.06%

CWM, LLC

114.19K

Mar 31, 26

-166.79K

0.06%

Wealthcare Advisory Partners LLC

107.33K

Mar 31, 26

-291

0.05%

Cerity Partners LLC

104.80K

Mar 31, 26

+84.11K

0.05%

RFG Advisory, LLC

101.93K

Mar 31, 26

-20.72K

0.05%

Steward Partners Investment Advisory, LLC

96.94K

Mar 31, 26

+2.05K

0.05%

Investmark Advisory Group LLC

94.23K

Mar 31, 26

-3.55K

0.05%

Private Advisor Group, LLC

94.10K

Mar 31, 26

-83.10K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

93.56K

Mar 31, 26

+37.71K

0.05%

Virtus Investment Advisers, Inc.

91.88K

Mar 31, 26

-1.22K

0.05%

TrueMark Investments, LLC

91.00K

Mar 31, 26

+91.00K

0.04%

WealthPlan Investment Management, LLC

90.14K

Mar 31, 26

-5.45K

0.04%

Geneos Wealth Management Inc.

88.73K

Mar 31, 26

-34.13K

0.04%

Integrated Wealth Concepts LLC

77.42K

Mar 31, 26

-4.42K

0.04%

McAdam, LLC

77.22K

Mar 31, 26

-12.55K

0.04%

Signal Advisors Wealth, LLC

76.92K

Mar 31, 26

-30.59K

0.04%

Calamos Advisors LLC

76.55K

Mar 31, 26

+76.55K

0.04%

Harvest Investment Services, LLC

74.39K

Mar 31, 26

0.04%

Strategic Blueprint, LLC

69.00K

Mar 31, 26

+1.73K

0.03%

Apeiron RIA LLC

66.94K

Mar 31, 26

-2.79K

0.03%

Sentinus, LLC

66.75K

Mar 31, 26

0.03%

PFG Investments, LLC

66.59K

Mar 31, 26

-27.29K

0.03%

WCG Wealth Advisors LLC

66.37K

Mar 31, 26

-6.79K

0.03%

Smallwood Wealth Investment Management, LLC

65.72K

Mar 31, 26

0.03%

VisionPoint Advisory Group, LLC

63.31K

Mar 31, 26

+37.83K

0.03%

SUMMIT WEALTH GROUP LLC / CO

63.22K

Mar 31, 26

-120.56K

0.03%

Maridea Wealth Management LLC

62.98K

Mar 31, 26

-11.96K

0.03%

Impact Partnership Wealth, LLC

62.93K

Mar 31, 26

0.03%

CAPTRUST FINANCIAL ADVISORS

59.33K

Mar 31, 26

-28.66K

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

58.74K

Mar 31, 26

+6.70K

0.03%

Huntleigh Advisors, Inc.

57.53K

Mar 31, 26

-9.84K

0.03%

Colony Group, LLC

57.29K

Mar 31, 26

-4.03K

0.03%

IFP Advisors, Inc

55.98K

Mar 31, 26

+68

0.03%

Prospera Financial Services Inc

55.71K

Mar 31, 26

-5.69K

0.03%

Csenge Advisory Group

55.22K

Mar 31, 26

0.03%

Centerpoint Advisory Group

52.13K

Mar 31, 26

-9.95K

0.03%

Andina Capital Management, LLC

50.88K

Mar 31, 26

+32.23K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

50.56K

Mar 31, 26

+329

0.02%

Retirement Planning Group

50.06K

Mar 31, 26

+50.06K

0.02%

Apollon Wealth Management, LLC

49.06K

Mar 31, 26

-219.19K

0.02%

Allegiance Financial Group Advisory Services LLC

47.69K

Mar 31, 26

-3.15K

0.02%

Foundations Investment Advisors, LLC

47.61K

Mar 31, 26

+17.66K

0.02%

CLEAR STREET MARKETS LLC

47.00K

Mar 31, 26

+47.00K

0.02%

CITADEL ADVISORS LLC

46.71K

Mar 31, 26

+46.71K

0.02%

Strategic Financial Partners, Ltd.

46.45K

Mar 31, 26

-33.21K

0.02%

Plancorp, LLC

43.48K

Mar 31, 26

+43.48K

0.02%

WEDBUSH SECURITIES INC

42.94K

Mar 31, 26

0.02%

NFP Retirement, Inc.

42.94K

Mar 31, 26

-7.00K

0.02%

Catalina Capital Group, LLC

42.91K

Mar 31, 26

+149

0.02%

Financial Gravity Asset Management, Inc.

41.12K

Mar 31, 26

+41.12K

0.02%

STIFEL FINANCIAL CORP

40.02K

Mar 31, 26

-515.09K

0.02%

Bleakley Financial Group, LLC

39.76K

Mar 31, 26

-7.32K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

39.22K

Mar 31, 26

+4.30K

0.02%

Annex Advisory Services, LLC

38.72K

Mar 31, 26

0.02%

Foundry Financial Group, Inc.

38.06K

Mar 31, 26

0.02%

Anfield Capital Management, LLC

37.96K

Mar 31, 26

0.02%

Marex Group plc

37.60K

Mar 31, 26

-363.90K

0.02%

Dean, Jacobson Financial Services, LLC

37.50K

Mar 31, 26

0.02%

WealthPLAN Partners, LLC

36.03K

Mar 31, 26

0.02%

Brinker Capital Investments, LLC

34.29K

Mar 31, 26

-17.50K

0.02%

BOS Asset Management, LLC

33.54K

Mar 31, 26

0.02%

XTX Topco Ltd

33.00K

Mar 31, 26

-164.32K

0.02%

First Heartland Consultants, Inc.

32.46K

Mar 31, 26

+19.56K

0.02%

WEALTHEDGE INVESTMENT ADVISORS, LLC

31.26K

Mar 31, 26

+12.23K

0.02%

Moors & Cabot, Inc.

30.71K

Mar 31, 26

-3.47K

0.02%

Dunhill Financial, LLC

30.29K

Mar 31, 26

0.01%

Jacobi Capital Management LLC

30.10K

Mar 31, 26

+557

0.01%

Clark Asset Management, LLC

29.97K

Mar 31, 26

0.01%

Legacy Capital Wealth Partners, LLC

28.80K

Mar 31, 26

0.01%

Van Hulzen Asset Management, LLC

28.71K

Mar 31, 26

0.01%

Capital CS Group, LLC

28.62K

Mar 31, 26

+996

0.01%

Intrua Financial, LLC

28.58K

Mar 31, 26

+1.45K

0.01%

LIBERTY SQUARE WEALTH PARTNERS LLC

28.36K

Mar 31, 26

-6.00K

0.01%

Allworth Financial LP

26.90K

Mar 31, 26

-32.43K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

26.36K

Mar 31, 26

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

26.24K

Mar 31, 26

+6.36K

0.01%

Jefferies Financial Group Inc.

26.10K

Mar 31, 26

+26.10K

0.01%

Pensionmark Financial Group, LLC

25.97K

Mar 31, 26

-5.74K

0.01%

AE Wealth Management LLC

25.94K

Mar 31, 26

0.01%

Stewardship Advisors, LLC

25.91K

Mar 31, 26

-1

0.01%

MFA Wealth Services

25.81K

Mar 31, 26

+298

0.01%

Beacon Pointe Advisors, LLC

25.55K

Mar 31, 26

+114

0.01%

Mission Hills Financial Advisory, LLC

25.53K

Mar 31, 26

+11.92K

0.01%

Sanctuary Advisors, LLC

25.31K

Mar 31, 26

-6.56K

0.01%

Golden State Wealth Management, LLC

25.07K

Mar 31, 26

-31.68K

0.01%

NOMURA HOLDINGS INC

25.00K

Mar 31, 26

-12.66K

0.01%

LexAurum Advisors, LLC

24.95K

Mar 31, 26

+24.95K

0.01%

Jump Financial, LLC

24.28K

Mar 31, 26

+24.28K

0.01%

Presidio Capital Management, LLC

24.10K

Mar 31, 26

+557

0.01%

Capital Asset Advisory Services LLC

23.67K

Mar 31, 26

0.01%

Independent Wealth Network Inc.

23.65K

Mar 31, 26

-27.06K

0.01%

Concurrent Investment Advisors, LLC

23.28K

Mar 31, 26

-48.86K

0.01%

CHANNEL WEALTH LLC

22.08K

Mar 31, 26

-20.59K

0.01%

Cannon Advisors, Inc.

21.82K

Mar 31, 26

+759

0.01%

MERCER GLOBAL ADVISORS INC /ADV

21.80K

Mar 31, 26

-56.48K

0.01%

Carnegie Lake Advisors LLC

21.66K

Mar 31, 26

0.01%

Heritage Family Offices, LLP

21.63K

Mar 31, 26

-10.35K

0.01%

Farther Finance Advisors, LLC

21.56K

Mar 31, 26

+11.98K

0.01%

Mill Creek Capital Advisors, LLC

21.42K

Mar 31, 26

0.01%

VANCE WEALTH, INC.

21.20K

Mar 31, 26

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

20.96K

Mar 31, 26

0.01%

Brookstone Capital Management

20.15K

Mar 31, 26

-2.91K

0.01%

TRUIST FINANCIAL CORP

20.08K

Mar 31, 26

0.01%

TWO SIGMA SECURITIES, LLC

19.61K

Mar 31, 26

-3.96K

0.01%

Toroso Investments, LLC

19.28K

Mar 31, 26

+19.28K

0.01%

PATTON ALBERTSON MILLER GROUP, LLC

19.15K

Mar 31, 26

0.01%

Atlas Private Wealth Advisors

18.85K

Mar 31, 26

-2.49K

0.01%

Venture Visionary Partners LLC

18.77K

Mar 31, 26

0.01%

Cadence Wealth Management LLC

18.75K

Mar 31, 26

+652

0.01%

OxenFree Capital LLC

18.71K

Mar 31, 26

0.01%

HRT FINANCIAL LP

17.70K

Mar 31, 26

+17.70K

0.01%

PARK AVENUE SECURITIES LLC

17.47K

Mar 31, 26

0.01%

VESTIA PERSONAL WEALTH ADVISORS

17.33K

Mar 31, 26

+704

0.01%

McGowan Group Asset Management, Inc.

17.23K

Mar 31, 26

+17.23K

0.01%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

17.22K

Mar 31, 26

0.01%

TCFG WEALTH MANAGEMENT, LLC

16.99K

Mar 31, 26

+16.99K

0.01%

LIBERTY WEALTH MANAGEMENT LLC

16.97K

Mar 31, 26

+16.97K

0.01%

Haverford Trust Co

16.89K

Mar 31, 26

+16.89K

0.01%

GREENLEAF TRUST

16.81K

Mar 31, 26

+16.81K

0.01%

BENJAMIN EDWARDS INC

16.68K

Mar 31, 26

+2.35K

0.01%

Valley Financial Group, Inc.

16.28K

Mar 31, 26

0.01%

Symmetry Partners, LLC

16.00K

Mar 31, 26

0.01%

Gen-Wealth Partners Inc

15.82K

Mar 31, 26

0.01%

Lido Advisors, LLC

15.64K

Mar 31, 26

+15.64K

0.01%

Fiduciary Alliance LLC

15.63K

Mar 31, 26

+543

0.01%

Global Assets Advisory, LLC

15.61K

Mar 31, 26

-11.04K

0.01%

Lakeridge Wealth Management LLC

15.37K

Mar 31, 26

+273

0.01%

Rehmann Capital Advisory Group

15.23K

Mar 31, 26

+15.23K

0.01%

BLB&B Advisors, LLC

15.20K

Mar 31, 26

0.01%

Avidian Wealth Solutions, LLC

15.07K

Mar 31, 26

0.01%

Valeo Financial Advisors, LLC

15.04K

Mar 31, 26

-146

0.01%

Townsend & Associates, Inc

15.00K

Mar 31, 26

0.01%

Apella Capital, LLC

14.99K

Mar 31, 26

+14.99K

0.01%

MGO ONE SEVEN LLC

14.77K

Mar 31, 26

-2.38K

0.01%

US BANCORP \DE\

14.15K

Mar 31, 26

-1.00K

0.01%

GERBER, LLC

14.08K

Mar 31, 26

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

13.90K

Mar 31, 26

0.01%

Perigon Wealth Management, LLC

13.71K

Mar 31, 26

-4.85K

0.01%

Freestate Advisors LLC

13.66K

Mar 31, 26

+475

0.01%

SRS Capital Advisors, Inc.

13.60K

Mar 31, 26

-65.08K

0.01%

Koshinski Asset Management, Inc.

13.43K

Mar 31, 26

-3.56K

0.01%

WELLS FARGO & COMPANY/MN

13.26K

Mar 31, 26

+12.55K

0.01%

Independent Advisor Alliance

13.23K

Mar 31, 26

+13.23K

0.01%

Advisor OS, LLC

13.00K

Mar 31, 26

+13.00K

0.01%

Compass Ion Advisors, LLC

12.81K

Mar 31, 26

0.01%

ADAMSBROWN WEALTH CONSULTANTS LLC

12.68K

Mar 31, 26

+224

0.01%

GRIMES & COMPANY, INC.

12.48K

Mar 31, 26

+433

0.01%

BridgePort Financial Solutions, LLC

12.24K

Mar 31, 26

0.01%

Financial Partners Group, Inc

12.11K

Mar 31, 26

+241

0.01%

Tyche Wealth Partners LLC

12.10K

Mar 31, 26

0.01%

BIP Wealth, LLC

11.80K

Mar 31, 26

+11.80K

0.01%

Modera Wealth Management, LLC

11.70K

Mar 31, 26

+11.70K

0.01%

Visionary Wealth Advisors

11.54K

Mar 31, 26

+272

0.01%

Glen Eagle Advisors, LLC

11.45K

Mar 31, 26

+370

0.01%

Aptus Capital Advisors, LLC

11.35K

Mar 31, 26

-128

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

10.82K

Mar 31, 26

+10.82K

0.01%

CoreCap Advisors, LLC

10.80K

Mar 31, 26

+235

0.01%

Cooper Financial Group

10.56K

Mar 31, 26

+10

0.01%

Consolidated Planning Corp

10.55K

Mar 31, 26

0.01%

Second Line Capital, LLC

10.41K

Mar 31, 26

-1.06K

0.01%

Marshall Financial Group LLC

10.22K

Mar 31, 26

0.01%

Belpointe Asset Management LLC

10.16K

Mar 31, 26

+10.16K

0.01%

BRYN MAWR TRUST Co

10.00K

Mar 31, 26

+10.00K

0.00%

AdvisorNet Financial, Inc

9.68K

Mar 31, 26

-5.72K

0.00%

Rosenberg Matthew Hamilton

8.86K

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

8.33K

Mar 31, 26

-3.23K

0.00%

CX Institutional

7.51K

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

5.86K

Mar 31, 26

+5.38K

0.00%

Spire Wealth Management

5.67K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

5.60K

Mar 31, 26

+5.60K

0.00%

MATHER GROUP, LLC.

5.49K

Mar 31, 26

+5.49K

0.00%

Millstone Evans Group, LLC

5.47K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

5.47K

Mar 31, 26

+5.47K

0.00%

Larson Financial Group LLC

4.72K

Mar 31, 26

-3.45K

0.00%

Clearstead Advisors, LLC

3.99K

Mar 31, 26

0.00%

WPG Advisers, LLC

2.60K

Mar 31, 26

0.00%

Kozak & Associates, Inc.

1.75K

Mar 31, 26

+61

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.75K

Mar 31, 26

+1.75K

0.00%

Darwin Wealth Management, LLC

1.66K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

1.58K

Mar 31, 26

0.00%

Root Financial Partners, LLC

1.53K

Mar 31, 26

+1.53K

0.00%

Johnson Financial Group, Inc.

1.50K

Mar 31, 26

+1.00K

0.00%

REAP Financial Group, LLC

1.06K

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

1.06K

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

844

Mar 31, 26

-663

0.00%

Signature Resources Capital Management, LLC

394

Mar 31, 26

+394

0.00%

Osbon Capital Management LLC

309

Mar 31, 26

+309

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

-7.76K

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-120.43K

BankPlus Wealth Management LLC

Mar 31, 26

-20.00K

Steele Capital Management, Inc.

Mar 31, 26

-60.00K

Bank of New York Mellon Corp

Mar 31, 26

-280.85K

Quartz Partners, LLC

Mar 31, 26

-12.39K

FIRST TRUST ADVISORS LP

Mar 31, 26

-472.69K

Financial Management Professionals, Inc.

Mar 31, 26

-3.48K

PANORAMIC INVESTMENT ADVISORS, LLC

Mar 31, 26

-23.96K

Strategic Advocates LLC

Mar 31, 26

-33.12K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-7.82K

Concord Wealth Partners

Mar 31, 26

-237

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Mar 31, 26

-45.65K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-4.00K

Bramshill Investments, LLC

Mar 31, 26

-102.46K

CAHABA WEALTH MANAGEMENT, INC.

Mar 31, 26

-28.58K

IFG Advisory, LLC

Mar 31, 26

-67.16K

DENVER WEALTH MANAGEMENT, INC.

Mar 31, 26

-21.30K

Jessup Wealth Management, Inc

Mar 31, 26

-7.97K

Baird Financial Group, Inc.

Mar 31, 26

-125.95K

Sequoia Financial Advisors, LLC

Mar 31, 26

-67.47K

Worth Asset Management, LLC

Mar 31, 26

-13.76K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-12

Perennial Investment Advisors, LLC

Mar 31, 26

-18.07K

Oregon Pacific Wealth Management, LLC

Mar 31, 26

-23.06K

Chung Wu Investment Group, LLC

Mar 31, 26

-900

Curran Financial Partners, LLC

Mar 31, 26

-11.11K

HighPoint Advisor Group LLC

Mar 31, 26

-10.54K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-23.67K

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Mar 31, 26

-38.22K

ABOUND FINANCIAL, LLC

Mar 31, 26

-2.67K

CWS Financial Advisors, LLC

Mar 31, 26

-15.20K

JPMORGAN CHASE & CO

Mar 31, 26

-6.70K

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-3.13K

Virtue Capital Management, LLC

Mar 31, 26

-11.29K

MORGAN STANLEY

1.65M

Dec 31, 25

+569.98K

0.81%

Rockefeller Capital Management L.P.

1.30M

Dec 31, 25

+60.40K

0.64%

RAYMOND JAMES FINANCIAL INC

1.01M

Dec 31, 25

+344.29K

0.50%

WILEY BROS.-AINTREE CAPITAL, LLC

516.76K

Dec 31, 25

+500.63K

0.26%

Mariner, LLC

385.69K

Dec 31, 25

-11.63K

0.19%

CWM, LLC

280.99K

Dec 31, 25

+25.43K

0.14%

Concorde Asset Management, LLC

145.15K

Dec 31, 25

+3.52K

0.07%

Allen Capital Group, LLC

127.63K

Dec 31, 25

-1.66K

0.06%

Baird Financial Group, Inc.

125.95K

Dec 31, 25

+31.82K

0.06%

Arkadios Wealth Advisors

109.84K

Dec 31, 25

-12.96K

0.05%

Bramshill Investments, LLC

102.46K

Dec 31, 25

+924

0.05%

CAPTRUST FINANCIAL ADVISORS

87.98K

Dec 31, 25

-51

0.04%

SRS Capital Advisors, Inc.

78.67K

Dec 31, 25

+42.44K

0.04%

Arete Wealth Advisors, LLC

76.42K

Dec 31, 25

+4.73K

0.04%

Harvest Investment Services, LLC

74.39K

Dec 31, 25

-13.31K

0.04%

Colony Group, LLC

61.32K

Dec 31, 25

+7.92K

0.03%

Allworth Financial LP

59.33K

Dec 31, 25

+236

0.03%

NOMURA HOLDINGS INC

37.66K

Dec 31, 25

+37.66K

0.02%

Inspire Advisors, LLC

37.66K

Dec 31, 25

0.02%

ORG Partners LLC

34.84K

Dec 31, 25

0.02%

Strategic Advocates LLC

33.12K

Dec 31, 25

0.02%

Jacobi Capital Management LLC

29.55K

Dec 31, 25

+610

0.01%

NewEdge Advisors, LLC

27.87K

Dec 31, 25

+22.35K

0.01%

Mill Creek Capital Advisors, LLC

21.42K

Dec 31, 25

-28.61K

0.01%

VANCE WEALTH, INC.

21.20K

Dec 31, 25

0.01%

Western Wealth Management, LLC

21.18K

Dec 31, 25

-1.17K

0.01%

Cerity Partners LLC

20.69K

Dec 31, 25

+5.00K

0.01%

Venture Visionary Partners LLC

18.77K

Dec 31, 25

0.01%

Perennial Investment Advisors, LLC

18.07K

Dec 31, 25

+209

0.01%

Valley Financial Group, Inc.

16.28K

Dec 31, 25

-4.08K

0.01%

CENTAURUS FINANCIAL, INC.

16.23K

Dec 31, 25

-2.17K

0.01%

GPS Wealth Strategies Group, LLC

16.10K

Dec 31, 25

-555

0.01%

US BANCORP \DE\

15.15K

Dec 31, 25

0.01%

Alpine Global Management, LLC

13.25K

Dec 31, 25

+13.25K

0.01%

Second Line Capital, LLC

11.47K

Dec 31, 25

0.01%

Divergent Planning, LLC

10.15K

Dec 31, 25

-884

0.01%

Sunbelt Securities, Inc.

10.00K

Dec 31, 25

0.00%

JONES FINANCIAL COMPANIES LLLP

7.82K

Dec 31, 25

+7.82K

0.00%

Global Retirement Partners, LLC

7.05K

Dec 31, 25

0.00%

BANK OF AMERICA CORP /DE/

983

Dec 31, 25

+983

0.00%

COMERICA BANK

Dec 31, 25

-46

Rehmann Capital Advisory Group

Dec 31, 25

-14.24K

Quadrature Capital Ltd

Dec 31, 25

-316.15K

Atomi Financial Group, Inc.

Dec 31, 25

-86.61K

Binnacle Investments Inc

33.13K

Sep 30, 25

0.02%

FULLCIRCLE WEALTH LLC

17.11K

Sep 30, 25

0.01%

OPTIMUM INVESTMENT ADVISORS

2.20K

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

1.68M

Jun 30, 25

-244.58K

0.83%

Good Life Advisors, LLC

66.89K

Jun 30, 25

-984

0.03%

Financial Gravity Companies, Inc.

48.48K

Jun 30, 25

+48.48K

0.02%

Summit X, LLC

47.66K

Jun 30, 25

+19.83K

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-38.31K

Orion Portfolio Solutions, LLC

530.84K

Mar 31, 25

+62.81K

0.26%

Marcum Wealth, LLC

56.71K

Mar 31, 25

+2.60K

0.03%

CAROLINAS WEALTH CONSULTING LLC

36.29K

Mar 31, 25

-1

0.02%

Alpha Omega Group, Inc.

12.31K

Mar 31, 25

-10.03K

0.01%

Lindbrook Capital, LLC

Mar 31, 25

-100

Bison Wealth, LLC

35.66K

Dec 31, 24

+687

0.02%

Private Portfolio Partners LLC

10.50K

Dec 31, 24

+10.50K

0.01%

WR Wealth Planners, LLC

8.30K

Dec 31, 24

-7.44K

0.00%

Householder Group Estate & Retirement Specialist, LLC

1.70K

Dec 31, 24

-8.40K

0.00%

RAYMOND JAMES & ASSOCIATES

277.34K

Sep 30, 24

-15.29K

0.14%

Raymond James Financial Services Advisors, Inc.

189.35K

Sep 30, 24

-4.44K

0.09%

CIC Wealth, LLC

173.40K

Sep 30, 24

+29.22K

0.09%

Annapolis Financial Services, LLC

6.70K

Sep 30, 24

0.00%

Sea Otter Advisors LLC

Sep 30, 24

-60.00K

Levy Wealth Management Group, LLC

92.04K

Jun 30, 24

+2.69K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.20K

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

889

Jun 30, 24

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

Jun 30, 24

-36.76K

Cetera Advisor Networks LLC

1.71M

Mar 31, 24

+3.97K

0.84%

Cetera Advisors LLC

1.29M

Mar 31, 24

+28.56K

0.64%

InterOcean Capital Group, LLC

35.50K

Mar 31, 24

-14.85K

0.02%

Highlander Capital Management, LLC

21.66K

Mar 31, 24

0.01%

Coppell Advisory Solutions Corp.

10.92K

Mar 31, 24

+10.92K

0.01%

Simplicity Solutions, LLC

58.02K

Dec 31, 23

-3.38K

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

13.37K

Dec 31, 23

+13.37K

0.01%

DFPG INVESTMENTS, LLC

Dec 31, 23

-48.26K

COLONY GROUP LLC

36.32K

Sep 30, 23

+36.32K

0.02%

PRW Wealth Management LLC

Sep 30, 23

-160.79K

V Wealth Advisors LLC

Sep 30, 23

-22.00K

Kalos Management, Inc.

44.41K

Jun 30, 23

+20.04K

0.02%

Wealth Enhancement & Preservation of GA, LLC

27.77K

Jun 30, 23

+13.19K

0.01%

Kistler-Tiffany Companies, LLC

7.68K

Jun 30, 23

0.00%

Catalyst Wealth Management, LLC

16.04K

Mar 31, 23

+1.26K

0.01%

Barber Financial Group, Inc.

15.92K

Mar 31, 23

+15.92K

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

1.37K

Dec 31, 22

+1.37K

0.00%