Fidelity MSCI Consumer Staples Index ETF(FSTA)

$53.23—Stale · unknown old

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Fidelity MSCI Consumer Staples Index ETF(FSTA)

NYSE • Last print unknown ago

$53.23—Stale · unknown old

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FSTA(FSTA)

FSTA

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Institutional Ownership

Top 399 Institutional Holders

Holder	Shares	Date	Change	% Held
Sixth Street Partners Management Company, L.P.	2.82M	Jun 30, 26	+2.82M	10.94%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.82M	Jun 30, 26	+177.76K	10.94%
Lido Advisors, LLC	1.32M	Jun 30, 26	-37.24K	5.12%
AGF MANAGEMENT LTD	514.03K	Jun 30, 26	+8.71K	1.99%
ADVISOR GROUP HOLDINGS, INC.	474.78K	Jun 30, 26	+108.16K	1.84%
LPL Financial LLC	466.28K	Jun 30, 26	-44.01K	1.81%
COMMONWEALTH EQUITY SERVICES, LLC	407.07K	Jun 30, 26	-1.55K	1.58%
Compass Financial Group, INC/SD	354.20K	Jun 30, 26	+28.25K	1.37%
MORGAN STANLEY	224.73K	Jun 30, 26	+7.73K	0.87%
Marotta Asset Management	220.73K	Jun 30, 26	+25.62K	0.86%
Certified Advisory Corp	219.17K	Jun 30, 26	+3.39K	0.85%
Larson Financial Group LLC	207.59K	Jun 30, 26	+10.59K	0.80%
GOLDMAN SACHS GROUP INC	164.07K	Jun 30, 26	+42.07K	0.64%
BNP PARIBAS ARBITRAGE, SNC	150.01K	Jun 30, 26	+150.00K	0.58%
Fischer Financial Services, Inc.	147.16K	Jun 30, 26	+3.46K	0.57%
Financial Perspectives, Inc	139.63K	Jun 30, 26	+3.96K	0.54%
Kestra Advisory Services, LLC	105.77K	Jun 30, 26	-3.12K	0.41%
CacheTech Inc.	100.97K	Jun 30, 26	+3.29K	0.39%
Bellwether Advisors, LLC	98.69K	Jun 30, 26	-12.10K	0.38%
ATLAS CAPITAL ADVISORS LLC	96.34K	Jun 30, 26	+8.86K	0.37%
Adams Wealth Management	95.87K	Jun 30, 26	+2.04K	0.37%
STIFEL FINANCIAL CORP	95.58K	Jun 30, 26	+2.82K	0.37%
Kovitz Investment Group Partners, LLC	87.63K	Jun 30, 26	+51.04K	0.34%
UBS Group AG	86.93K	Jun 30, 26	+4.80K	0.34%
NewEdge Advisors, LLC	84.76K	Jun 30, 26	+3.98K	0.33%
FMR LLC	81.63K	Jun 30, 26	+5.22K	0.32%
Arkadios Wealth Advisors	78.15K	Jun 30, 26	+7.34K	0.30%
Cambridge Investment Research Advisors, Inc.	75.64K	Jun 30, 26	-5.58K	0.29%
MERCER GLOBAL ADVISORS INC /ADV	74.87K	Jun 30, 26	-7.40K	0.29%
J.W. COLE ADVISORS, INC.	71.64K	Jun 30, 26	+71.64K	0.28%
Lifeworks Advisors, LLC	69.79K	Jun 30, 26	+2.32K	0.27%
SOUTHERN CAPITAL ADVISORS, LLC	65.00K	Jun 30, 26	+1.40K	0.25%
BANK OF AMERICA CORP /DE/	64.51K	Jun 30, 26	-3.20K	0.25%
ENVESTNET ASSET MANAGEMENT INC	64.34K	Jun 30, 26	-76.66K	0.25%
Advisory Services Network, LLC	58.93K	Jun 30, 26	-6.14K	0.23%
Cetera Investment Advisers	56.91K	Jun 30, 26	-3.96K	0.22%
Roxbury Financial LLC	56.81K	Jun 30, 26	+15	0.22%
Yoder Wealth Management, Inc.	47.77K	Jun 30, 26	+611	0.19%
RAYMOND JAMES FINANCIAL INC	46.63K	Jun 30, 26	-2.88K	0.18%
CITIGROUP INC	46.37K	Jun 30, 26	-19.27K	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	43.46K	Jun 30, 26	-810	0.17%
HERBST GROUP, LLC	38.55K	Jun 30, 26	+552	0.15%
SRS Capital Advisors, Inc.	35.77K	Jun 30, 26	+4.14K	0.14%
LYNCH & ASSOCIATES/IN	35.67K	Jun 30, 26	+5.89K	0.14%
WELLS FARGO & COMPANY/MN	35.08K	Jun 30, 26	+4.90K	0.14%
Beaumont Financial Advisors, LLC	35.04K	Jun 30, 26	-1.65K	0.14%
Rockefeller Capital Management L.P.	31.88K	Jun 30, 26	+897	0.12%
Sigma Planning Corp	31.83K	Jun 30, 26	-7.10K	0.12%
AMERIPRISE FINANCIAL INC	31.82K	Jun 30, 26	+887	0.12%
JPMORGAN CHASE & CO	31.24K	Jun 30, 26	-25.32K	0.12%
ROYAL BANK OF CANADA	30.43K	Jun 30, 26	+10.22K	0.12%
Creative Planning	28.02K	Jun 30, 26	-928	0.11%
MISSION WEALTH MANAGEMENT, LP	27.26K	Jun 30, 26	+27.26K	0.11%
JONES FINANCIAL COMPANIES LLLP	27.07K	Jun 30, 26	+6.40K	0.10%
Gotham Asset Management, LLC	26.75K	Jun 30, 26	+26.75K	0.10%
Heck Capital Advisors, LLC	26.46K	Jun 30, 26	-333	0.10%
Steward Partners Investment Advisory, LLC	25.80K	Jun 30, 26	+5.17K	0.10%
Atlas Brown,Inc.	25.68K	Jun 30, 26	-381	0.10%
Snowden Capital Advisors LLC	24.45K	Jun 30, 26	-415	0.09%
Smith, Salley & Associates	23.28K	Jun 30, 26	-434	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.65K	Jun 30, 26	+1.93K	0.09%
KDK Private Wealth Management, LLC	21.80K	Jun 30, 26	-144	0.08%
Beacon Pointe Advisors, LLC	21.41K	Jun 30, 26	--	0.08%
Jacobs Equity LLC	21.24K	Jun 30, 26	+1.69K	0.08%
OneAscent Financial Services LLC	20.95K	Jun 30, 26	+4.69K	0.08%
PRINCIPAL SECURITIES, INC.	19.80K	Jun 30, 26	-12.67K	0.08%
SWEENEY & MICHEL, LLC	18.31K	Jun 30, 26	+78	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	18.05K	Jun 30, 26	-600	0.07%
MML INVESTORS SERVICES, LLC	16.62K	Jun 30, 26	-2.74K	0.06%
Nova Wealth Management, Inc.	16.61K	Jun 30, 26	+781	0.06%
AMERICAN NATIONAL BANK	16.16K	Jun 30, 26	+560	0.06%
Meridian Wealth Management, LLC	16.04K	Jun 30, 26	+4.43K	0.06%
Belpointe Asset Management LLC	15.78K	Jun 30, 26	+2.05K	0.06%
Fortis Capital Advisors, LLC	15.78K	Jun 30, 26	+2.05K	0.06%
Concurrent Investment Advisors, LLC	15.05K	Jun 30, 26	+7.54K	0.06%
PARTNERS WEALTH MANAGEMENT, LLC	14.70K	Jun 30, 26	-82	0.06%
CLEAR WAVE WEALTH MANAGEMENT LLC	14.49K	Jun 30, 26	+5	0.06%
TRUIST FINANCIAL CORP	14.13K	Jun 30, 26	-304	0.05%
Maxele Advisors, LLC	13.86K	Jun 30, 26	+13.86K	0.05%
Walker Financial Services, Inc.	13.34K	Jun 30, 26	-4.61K	0.05%
Curran Financial Partners, LLC	13.14K	Jun 30, 26	+19	0.05%
Mariner, LLC	13.07K	Jun 30, 26	+2.91K	0.05%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	11.59K	Jun 30, 26	+2.10K	0.04%
Financial Partners Group, Inc	11.50K	Jun 30, 26	+11.50K	0.04%
Ameritas Advisory Services, LLC	11.39K	Jun 30, 26	+2.84K	0.04%
STOCK YARDS BANK & TRUST CO	11.24K	Jun 30, 26	-609	0.04%
Demars Financial Group, LLC	10.70K	Jun 30, 26	-808	0.04%
HighTower Advisors, LLC	9.84K	Jun 30, 26	-1.17K	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	9.67K	Jun 30, 26	-821	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8.91K	Jun 30, 26	+1.54K	0.03%
PGIM Custom Harvest LLC	8.76K	Jun 30, 26	+3	0.03%
Avidian Wealth Solutions, LLC	8.67K	Jun 30, 26	--	0.03%
Robertson Stephens Wealth Management, LLC	8.63K	Jun 30, 26	--	0.03%
Stonebridge Financial Planning Group, LLC	8.51K	Jun 30, 26	-690	0.03%
PACIFIC SUN FINANCIAL CORP	8.49K	Jun 30, 26	-570	0.03%
Farther Finance Advisors, LLC	8.20K	Jun 30, 26	+2.08K	0.03%
Brookstone Capital Management	8.16K	Jun 30, 26	-391	0.03%
Fisher Asset Management, LLC	8.06K	Jun 30, 26	-572	0.03%
TrueWealth Advisors, LLC	8.02K	Jun 30, 26	--	0.03%
Tower Research Capital LLC (TRC)	7.98K	Jun 30, 26	+7.98K	0.03%
FIFTH THIRD BANCORP	7.92K	Jun 30, 26	-870	0.03%
Soltis Investment Advisors LLC	7.92K	Jun 30, 26	-875	0.03%
ROMAN BUTLER FULLERTON & CO	7.86K	Jun 30, 26	-962	0.03%
CI Private Wealth, LLC	7.74K	Jun 30, 26	--	0.03%
NBC SECURITIES, INC.	7.65K	Jun 30, 26	-50	0.03%
Independent Advisor Alliance	7.44K	Jun 30, 26	-13.19K	0.03%
First Heartland Consultants, Inc.	7.17K	Jun 30, 26	+7.17K	0.03%
Castleview Partners, LLC	7.13K	Jun 30, 26	+349	0.03%
Buska Wealth Management, LLC	7.10K	Jun 30, 26	-1.10K	0.03%
Sage Investment Advisers LLC	6.56K	Jun 30, 26	-5.83K	0.03%
GSB Wealth Management, LLC	6.34K	Jun 30, 26	+25	0.02%
CX Institutional	6.19K	Jun 30, 26	-852	0.02%
Csenge Advisory Group	6.11K	Jun 30, 26	+40	0.02%
LongView Wealth Management	6.07K	Jun 30, 26	+15	0.02%
Savant Capital, LLC	6.03K	Jun 30, 26	+6.03K	0.02%
RFG Advisory, LLC	5.98K	Jun 30, 26	-1.07K	0.02%
Atria Investments, Inc	5.94K	Jun 30, 26	+193	0.02%
XTX Topco Ltd	5.83K	Jun 30, 26	+5.83K	0.02%
FLC Capital Advisors	5.00K	Jun 30, 26	--	0.02%
Pathway Financial Advisers, LLC	4.95K	Jun 30, 26	+24	0.02%
Redwood Financial Network Corp	4.73K	Jun 30, 26	+4.73K	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	4.59K	Jun 30, 26	+724	0.02%
Bright Futures Wealth Management, LLC.	4.53K	Jun 30, 26	+4.53K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.42K	Jun 30, 26	+541	0.02%
Merit Financial Group, LLC	4.41K	Jun 30, 26	+24	0.02%
Quantinno Capital Management LP	4.34K	Jun 30, 26	-1.48K	0.02%
AE Wealth Management LLC	4.33K	Jun 30, 26	-122.69K	0.02%
Signal Advisors Wealth, LLC	4.24K	Jun 30, 26	+4.24K	0.02%
D. E. Shaw & Co., Inc.	4.22K	Jun 30, 26	+4.22K	0.02%
Westhampton Capital, LLC	4.16K	Jun 30, 26	--	0.02%
Summit Financial, LLC	4.16K	Jun 30, 26	-276	0.02%
Janney Montgomery Scott LLC	4.14K	Jun 30, 26	-8	0.02%
AssuredPartners Investment Advisors, LLC	4.12K	Jun 30, 26	--	0.02%
IFP Advisors, Inc	4.00K	Jun 30, 26	-224	0.02%
Private Advisor Group, LLC	3.92K	Jun 30, 26	-24	0.02%
Qube Research & Technologies Ltd	3.85K	Jun 30, 26	-785	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.64K	Jun 30, 26	-112	0.01%
CENTAURUS FINANCIAL, INC.	3.58K	Jun 30, 26	+250	0.01%
Global Retirement Partners, LLC	3.06K	Jun 30, 26	+3.06K	0.01%
Rosenberg Matthew Hamilton	2.99K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	2.86K	Jun 30, 26	--	0.01%
Purpose Unlimited Inc.	2.60K	Jun 30, 26	+2.60K	0.01%
Piscataqua Savings Bank	2.20K	Jun 30, 26	-1.50K	0.01%
ASSETMARK, INC	2.15K	Jun 30, 26	-130.97K	0.01%
EP Wealth Advisors, LLC	2.00K	Jun 30, 26	+2.00K	0.01%
HARBOUR INVESTMENTS, INC.	1.93K	Jun 30, 26	-4.45K	0.01%
Allworth Financial LP	1.92K	Jun 30, 26	-754	0.01%
BlackRock, Inc.	1.74K	Jun 30, 26	+134	0.01%
BOKF, NA	1.53K	Jun 30, 26	--	0.01%
Atlantic Union Bankshares Corp	1.48K	Jun 30, 26	+95	0.01%
Federation des caisses Desjardins du Quebec	1.41K	Jun 30, 26	-5	0.01%
Colonial Trust Co / SC	1.30K	Jun 30, 26	--	0.01%
Spire Wealth Management	1.15K	Jun 30, 26	+1	0.00%
Allied Private Wealth LLC	1.13K	Jun 30, 26	+1.13K	0.00%
High Point Wealth Management, LLC	1.07K	Jun 30, 26	+6	0.00%
Asset Dedication, LLC	1.05K	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	997	Jun 30, 26	+6	0.00%
TFC Financial Management, Inc.	905	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	893	Jun 30, 26	+893	0.00%
RMG Wealth Management LLC	890	Jun 30, 26	+890	0.00%
Sage Mountain Advisors LLC	825	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	750	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	700	Jun 30, 26	-1	0.00%
EPG Wealth Management LLC	685	Jun 30, 26	+3	0.00%
SHP Wealth Management	648	Jun 30, 26	+408	0.00%
Coston, McIsaac & Partners	647	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	548	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	510	Jun 30, 26	+510	0.00%
Capital Analysts, LLC	479	Jun 30, 26	+2	0.00%
PRIVATE TRUST CO NA	471	Jun 30, 26	-468	0.00%
Integrated Wealth Concepts LLC	469	Jun 30, 26	+469	0.00%
Tradewinds Capital Management, LLC	435	Jun 30, 26	+435	0.00%
Mascoma Wealth Management LLC	424	Jun 30, 26	--	0.00%
GODSEY & GIBB, INC	400	Jun 30, 26	--	0.00%
SYM FINANCIAL Corp	395	Jun 30, 26	+395	0.00%
Newbridge Financial Services Group, Inc.	343	Jun 30, 26	--	0.00%
Rossby Financial, LCC	336	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	308	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	275	Jun 30, 26	--	0.00%
Abound Wealth Management	238	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	226	Jun 30, 26	+226	0.00%
Avion Wealth	215	Jun 30, 26	+215	0.00%
HANTZ FINANCIAL SERVICES, INC.	200	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	200	Jun 30, 26	+67	0.00%
Caldwell Trust Co	200	Jun 30, 26	--	0.00%
Regatta Research & Money Management	197	Jun 30, 26	+197	0.00%
Heritage Wealth Advisors	162	Jun 30, 26	+162	0.00%
MOTCO	141	Jun 30, 26	+141	0.00%
Signature Resources Capital Management, LLC	137	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	131	Jun 30, 26	+128	0.00%
SIMPLEX TRADING, LLC	129	Jun 30, 26	+48	0.00%
1620 INVESTMENT ADVISORS, INC.	118	Jun 30, 26	--	0.00%
Concord Wealth Partners	104	Jun 30, 26	+104	0.00%
HighMark Wealth Management LLC	100	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	94	Jun 30, 26	+47	0.00%
Financial Network Wealth Advisors LLC	90	Jun 30, 26	+90	0.00%
Triumph Capital Management	82	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	80	Jun 30, 26	+80	0.00%
Oakmont Advisory Group, LLC	61	Jun 30, 26	+61	0.00%
Pillar Financial Advisors, LLC	57	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	50	Jun 30, 26	--	0.00%
Sankala Group LLC	50	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	47	Jun 30, 26	+47	0.00%
WOLFF WIESE MAGANA LLC	31	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	26	Jun 30, 26	+26	0.00%
BIRCHBROOK, INC.	25	Jun 30, 26	+25	0.00%
BROWN, LISLE/CUMMINGS, INC.	23	Jun 30, 26	--	0.00%
LRI Investments, LLC	21	Jun 30, 26	--	0.00%
IFG Advisory, LLC	21	Jun 30, 26	+21	0.00%
CVA Family Office, LLC	10	Jun 30, 26	--	0.00%
Bear Mountain Capital, Inc.	8	Jun 30, 26	+8	0.00%
Transamerica Financial Advisors, Inc.	5	Jun 30, 26	-22	0.00%
Parkside Financial Bank & Trust	4	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Sentinus, LLC	--	Jun 30, 26	-7.41K	--
Root Financial Partners, LLC	--	Jun 30, 26	-102	--
Truvestments Capital LLC	--	Jun 30, 26	-61	--
Evergreen Advisors, LLC	--	Jun 30, 26	-111	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-213	--
HOWE & RUSLING INC	--	Jun 30, 26	-1.72K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-24.40K	--
Valued Wealth Advisors LLC	--	Jun 30, 26	-93	--
True Wealth Design, LLC	--	Jun 30, 26	-235	--
Operose Advisors LLC	--	Jun 30, 26	-84	--
FRANKLIN RESOURCES INC	--	Jun 30, 26	-132	--
Mosley Wealth Management	--	Jun 30, 26	-100	--
Sound Income Strategies, LLC	--	Jun 30, 26	-59	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-5.92K	--
Retirement Planning Group	--	Jun 30, 26	-5.32K	--
Financial Freedom, LLC	--	Jun 30, 26	-38	--
DUNCKER STREETT & CO INC	--	Jun 30, 26	-3	--
SWMG, LLC	--	Jun 30, 26	-4.00K	--
Western Wealth Management, LLC	--	Jun 30, 26	-245	--
Envestnet Portfolio Solutions, Inc.	--	Jun 30, 26	-9.48K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-5.14K	--
MAI Capital Management	--	Jun 30, 26	-3.04K	--
Tidemark, LLC	--	Jun 30, 26	-60	--
Bank of New York Mellon Corp	--	Jun 30, 26	-7.42K	--
Lido Advisors, LLC	1.36M	Mar 31, 26	+16.88K	5.26%
AGF MANAGEMENT LTD	505.33K	Mar 31, 26	-95.55K	1.96%
Compass Financial Group, INC/SD	325.95K	Mar 31, 26	+32.00K	1.26%
Certified Advisory Corp	215.78K	Mar 31, 26	-8.42K	0.84%
ENVESTNET ASSET MANAGEMENT INC	141.00K	Mar 31, 26	+13.73K	0.55%
ASSETMARK, INC	133.11K	Mar 31, 26	+1.60K	0.52%
AE Wealth Management LLC	127.02K	Mar 31, 26	-33.49K	0.49%
Adams Wealth Management	93.83K	Mar 31, 26	-16.78K	0.36%
Cambridge Investment Research Advisors, Inc.	81.22K	Mar 31, 26	+1.31K	0.31%
JPMORGAN CHASE & CO	56.56K	Mar 31, 26	-18.76K	0.22%
RAYMOND JAMES FINANCIAL INC	49.51K	Mar 31, 26	+12.94K	0.19%
Yoder Wealth Management, Inc.	47.16K	Mar 31, 26	+2.52K	0.18%
Sigma Planning Corp	38.93K	Mar 31, 26	+7.38K	0.15%
HERBST GROUP, LLC	38.00K	Mar 31, 26	+38.00K	0.15%
Beaumont Financial Advisors, LLC	36.69K	Mar 31, 26	+31.82K	0.14%
Kovitz Investment Group Partners, LLC	36.59K	Mar 31, 26	-17.03K	0.14%
PRINCIPAL SECURITIES, INC.	32.47K	Mar 31, 26	-20.13K	0.13%
SRS Capital Advisors, Inc.	31.64K	Mar 31, 26	+515	0.12%
Rockefeller Capital Management L.P.	30.99K	Mar 31, 26	-246	0.12%
WELLS FARGO & COMPANY/MN	30.18K	Mar 31, 26	-10.51K	0.12%
LYNCH & ASSOCIATES/IN	29.77K	Mar 31, 26	-1.22K	0.12%
Creative Planning	28.95K	Mar 31, 26	+16.49K	0.11%
Atlas Brown,Inc.	26.06K	Mar 31, 26	-92	0.10%
FRG Family Wealth Advisors LLC	25.21K	Mar 31, 26	--	0.10%
Snowden Capital Advisors LLC	24.86K	Mar 31, 26	-260	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20.72K	Mar 31, 26	+1.44K	0.08%
JONES FINANCIAL COMPANIES LLLP	20.67K	Mar 31, 26	+1.55K	0.08%
Independent Advisor Alliance	20.63K	Mar 31, 26	+12.94K	0.08%
MML INVESTORS SERVICES, LLC	19.36K	Mar 31, 26	-3.27K	0.08%
OneAscent Financial Services LLC	16.27K	Mar 31, 26	+962	0.06%
TRUIST FINANCIAL CORP	14.43K	Mar 31, 26	+9.41K	0.06%
Fortis Capital Advisors, LLC	13.73K	Mar 31, 26	+8.82K	0.05%
HighTower Advisors, LLC	11.01K	Mar 31, 26	-600	0.04%
Sunbelt Securities, Inc.	9.62K	Mar 31, 26	+32	0.04%
Stonebridge Financial Planning Group, LLC	9.20K	Mar 31, 26	-800	0.04%
PACIFIC SUN FINANCIAL CORP	9.06K	Mar 31, 26	-193	0.04%
PGIM Custom Harvest LLC	8.76K	Mar 31, 26	-47	0.03%
Robertson Stephens Wealth Management, LLC	8.63K	Mar 31, 26	--	0.03%
Fisher Asset Management, LLC	8.63K	Mar 31, 26	+299	0.03%
Ameritas Advisory Services, LLC	8.55K	Mar 31, 26	-352	0.03%
TrueWealth Advisors, LLC	8.02K	Mar 31, 26	--	0.03%
CI Private Wealth, LLC	7.74K	Mar 31, 26	--	0.03%
Concurrent Investment Advisors, LLC	7.51K	Mar 31, 26	+300	0.03%
Bank of New York Mellon Corp	7.42K	Mar 31, 26	+1.56K	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7.38K	Mar 31, 26	+323	0.03%
CX Institutional	7.05K	Mar 31, 26	-2.30K	0.03%
HARBOUR INVESTMENTS, INC.	6.37K	Mar 31, 26	+4.25K	0.02%
EXENCIAL WEALTH ADVISORS, LLC	6.01K	Mar 31, 26	+885	0.02%
Quantinno Capital Management LP	5.82K	Mar 31, 26	+1.16K	0.02%
Atria Investments, Inc	5.75K	Mar 31, 26	+131	0.02%
Cherry Tree Wealth Management, LLC	5.53K	Mar 31, 26	--	0.02%
Patriot Financial Group Insurance Agency, LLC	5.14K	Mar 31, 26	+5.14K	0.02%
FLC Capital Advisors	5.00K	Mar 31, 26	--	0.02%
Talon Private Wealth, LLC	4.71K	Mar 31, 26	+4.71K	0.02%
Qube Research & Technologies Ltd	4.64K	Mar 31, 26	+2.86K	0.02%
Merit Financial Group, LLC	4.38K	Mar 31, 26	+4.38K	0.02%
Westhampton Capital, LLC	4.16K	Mar 31, 26	--	0.02%
Janney Montgomery Scott LLC	4.14K	Mar 31, 26	-244	0.02%
Private Advisor Group, LLC	3.94K	Mar 31, 26	-634	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	3.86K	Mar 31, 26	+3.86K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.75K	Mar 31, 26	+150	0.01%
MAI Capital Management	3.04K	Mar 31, 26	+451	0.01%
Rosenberg Matthew Hamilton	2.99K	Mar 31, 26	--	0.01%
AlphaCore Capital LLC	2.86K	Mar 31, 26	--	0.01%
Allworth Financial LP	2.68K	Mar 31, 26	+106	0.01%
CWM, LLC	1.95K	Mar 31, 26	-28	0.01%
HOWE & RUSLING INC	1.72K	Mar 31, 26	--	0.01%
BlackRock, Inc.	1.61K	Mar 31, 26	+1.61K	0.01%
Federation des caisses Desjardins du Quebec	1.42K	Mar 31, 26	+6	0.01%
Atlantic Union Bankshares Corp	1.38K	Mar 31, 26	--	0.01%
Spire Wealth Management	1.15K	Mar 31, 26	-24	0.00%
PRIVATE TRUST CO NA	939	Mar 31, 26	-62	0.00%
TFC Financial Management, Inc.	905	Mar 31, 26	--	0.00%
Sage Mountain Advisors LLC	825	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	701	Mar 31, 26	+701	0.00%
Smartleaf Asset Management LLC	548	Mar 31, 26	+407	0.00%
GODSEY & GIBB, INC	400	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	343	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	213	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	200	Mar 31, 26	+200	0.00%
Signature Resources Capital Management, LLC	137	Mar 31, 26	-42	0.00%
FRANKLIN RESOURCES INC	132	Mar 31, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	118	Mar 31, 26	--	0.00%
Evergreen Advisors, LLC	111	Mar 31, 26	+111	0.00%
HighMark Wealth Management LLC	100	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	81	Mar 31, 26	+81	0.00%
Truvestments Capital LLC	61	Mar 31, 26	+61	0.00%
Tidemark, LLC	60	Mar 31, 26	+60	0.00%
Sound Income Strategies, LLC	59	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	27	Mar 31, 26	-57	0.00%
Parkside Financial Bank & Trust	4	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	3	Mar 31, 26	+3	0.00%
DUNCKER STREETT & CO INC	3	Mar 31, 26	--	0.00%
SageView Advisory Group, LLC	--	Mar 31, 26	-5.33K	--
HRT FINANCIAL LP	--	Mar 31, 26	-12.93K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-8	--
Elyxium Wealth, LLC	--	Mar 31, 26	-537	--
WHITTIER TRUST CO	--	Mar 31, 26	-1.41K	--
GRIMES & COMPANY, INC.	--	Mar 31, 26	-98.76K	--
DEUTSCHE BANK AG\	--	Mar 31, 26	-765	--
Concord Wealth Partners	--	Mar 31, 26	-103	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-1.12K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-2.28K	--
CULLEN/FROST BANKERS, INC.	--	Mar 31, 26	-2	--
BROWN BROTHERS HARRIMAN & CO	--	Mar 31, 26	-3.44K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-11.08K	--
COMERICA BANK	10.55K	Dec 31, 25	-4.38K	0.04%
Motiv8 Investments LLC	1.62K	Dec 31, 25	+1.62K	0.01%
CIBC Private Wealth Group, LLC	158	Dec 31, 25	+1	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.34K	--
Full Sail Capital, LLC	76.23K	Sep 30, 25	-14.69K	0.30%
Siligmueller & Norvid Wealth Advisors LLC	6.95K	Sep 30, 25	+6.95K	0.03%
Abich Financial Wealth Management LLC	6	Sep 30, 25	+6	0.00%
Atria Wealth Solutions, Inc.	52.79K	Jun 30, 25	+934	0.20%
Exchange Capital Management, Inc.	20.56K	Jun 30, 25	-415	0.08%
AVANTAX ADVISORY SERVICES, INC.	8.40K	Jun 30, 25	+511	0.03%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	169	Jun 30, 25	+169	0.00%
Moser Wealth Advisors, LLC	93	Jun 30, 25	+93	0.00%
Grant/GrossMendelsohn, LLC	58.23K	Mar 31, 25	+58.23K	0.23%
Morningstar Investment Services LLC	19.71K	Mar 31, 25	-46.06K	0.08%
Bray Capital Advisors	580	Dec 31, 24	-9.17K	0.00%
CEDRUS LLC	28.82K	Sep 30, 24	+5.28K	0.11%
Raymond James Financial Services Advisors, Inc.	4.88K	Sep 30, 24	-769	0.02%
Connectus Wealth, LLC	157.66K	Mar 31, 24	+157.66K	0.61%
Cetera Advisor Networks LLC	33.69K	Mar 31, 24	+932	0.13%
Cetera Advisors LLC	7.55K	Mar 31, 24	+1.72K	0.03%
Avalon Investment & Advisory	6.21K	Mar 31, 23	--	0.02%
Laurel Wealth Advisors, Inc.	110.70K	Dec 31, 22	-5.36K	0.43%
55I, LLC	73.14K	Sep 30, 22	+59	0.28%
Beaumont Financial Partners, LLC	6.65K	Sep 30, 22	+936	0.03%
FourThought Financial, LLC	1.20K	Sep 30, 22	--	0.00%
American Portfolios Advisors	302	Sep 30, 22	+302	0.00%
ACG Wealth	--	Sep 30, 22	-555	--
AGF Investments LLC	--	Sep 30, 22	-38	--
Loveless Wealth Management LLC	16.16K	Jun 30, 22	+2.10K	0.06%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6.45K	Mar 31, 22	+6.45K	0.03%
MIRSKY FINANCIAL MANAGEMENT CORP.	4.53K	Dec 31, 21	+4.53K	0.02%
Carroll Financial Associates, Inc.	51	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-53	--
Castle Financial & Retirement Planning Associates, Inc.	--	Dec 31, 21	--	--
NorthCoast Asset Management LLC	105.80K	Sep 30, 21	+23.93K	0.41%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	17.88K	Sep 30, 21	-1.34K	0.07%
FMA ADVISORY INC	9.59K	Sep 30, 21	-405	0.04%
Ameritas Investment Company, LLC	8.79K	Sep 30, 21	+1.92K	0.03%
FormulaFolio Investments, LLC	62.84K	Jun 30, 21	-1.39K	0.24%
PNC Managed Account Solutions, Inc.	6.58K	Jun 30, 21	+6.58K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	226.10K	Dec 31, 19	-21.21K	0.88%
Advisor Group, Inc.	56.81K	Dec 31, 19	+11.95K	0.22%
CAPITAL ONE, NATIONAL ASSOCIATION	18.20K	Dec 31, 19	+18.20K	0.07%
SUNTRUST BANKS INC	95.48K	Sep 30, 19	-1.99K	0.37%
BB&T SECURITIES, LLC	51.23K	Sep 30, 19	+51.23K	0.20%
Shamrock Asset Management LLC	20.56K	Sep 30, 19	-2.35K	0.08%
RAND WEALTH, LLC	--	Sep 30, 18	-66.17K	--
Commonwealth Equity Services, Inc	85.38K	Jun 30, 17	+4.66K	0.33%
Virtu KCG Holdings LLC	11.72K	Jun 30, 17	+11.72K	0.05%
WFG Advisors, LP	651	Jun 30, 17	-32	0.00%
MSI Financial Services Inc	13.55K	Dec 31, 16	-533	0.05%
Giralda Advisors, LLC	--	Sep 30, 16	-39.46K	--
SOCIETE GENERALE	21.47K	Jun 30, 16	+21.47K	0.08%
MANAGED ACCOUNT ADVISORS LLC	2.08K	Jun 30, 15	-984	0.01%
KMS FINANCIAL SERVICES, INC	18.29K	Jun 30, 14	+18.29K	0.07%

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Holder

Date

Change

% Held

Sixth Street Partners Management Company, L.P.

2.82M

Jun 30, 26

+2.82M

10.94%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.82M

Jun 30, 26

+177.76K

10.94%

Lido Advisors, LLC

1.32M

Jun 30, 26

-37.24K

5.12%

AGF MANAGEMENT LTD

514.03K

Jun 30, 26

+8.71K

1.99%

ADVISOR GROUP HOLDINGS, INC.

474.78K

Jun 30, 26

+108.16K

1.84%

LPL Financial LLC

466.28K

Jun 30, 26

-44.01K

1.81%

COMMONWEALTH EQUITY SERVICES, LLC

407.07K

Jun 30, 26

-1.55K

1.58%

Compass Financial Group, INC/SD

354.20K

Jun 30, 26

+28.25K

1.37%

MORGAN STANLEY

224.73K

Jun 30, 26

+7.73K

0.87%

Marotta Asset Management

220.73K

Jun 30, 26

+25.62K

0.86%

Certified Advisory Corp

219.17K

Jun 30, 26

+3.39K

0.85%

Larson Financial Group LLC

207.59K

Jun 30, 26

+10.59K

0.80%

GOLDMAN SACHS GROUP INC

164.07K

Jun 30, 26

+42.07K

0.64%

BNP PARIBAS ARBITRAGE, SNC

150.01K

Jun 30, 26

+150.00K

0.58%

Fischer Financial Services, Inc.

147.16K

Jun 30, 26

+3.46K

0.57%

Financial Perspectives, Inc

139.63K

Jun 30, 26

+3.96K

0.54%

Kestra Advisory Services, LLC

105.77K

Jun 30, 26

-3.12K

0.41%

CacheTech Inc.

100.97K

Jun 30, 26

+3.29K

0.39%

Bellwether Advisors, LLC

98.69K

Jun 30, 26

-12.10K

0.38%

ATLAS CAPITAL ADVISORS LLC

96.34K

Jun 30, 26

+8.86K

0.37%

Adams Wealth Management

95.87K

Jun 30, 26

+2.04K

0.37%

STIFEL FINANCIAL CORP

95.58K

Jun 30, 26

+2.82K

0.37%

Kovitz Investment Group Partners, LLC

87.63K

Jun 30, 26

+51.04K

0.34%

UBS Group AG

86.93K

Jun 30, 26

+4.80K

0.34%

NewEdge Advisors, LLC

84.76K

Jun 30, 26

+3.98K

0.33%

FMR LLC

81.63K

Jun 30, 26

+5.22K

0.32%

Arkadios Wealth Advisors

78.15K

Jun 30, 26

+7.34K

0.30%

Cambridge Investment Research Advisors, Inc.

75.64K

Jun 30, 26

-5.58K

0.29%

MERCER GLOBAL ADVISORS INC /ADV

74.87K

Jun 30, 26

-7.40K

0.29%

J.W. COLE ADVISORS, INC.

71.64K

Jun 30, 26

+71.64K

0.28%

Lifeworks Advisors, LLC

69.79K

Jun 30, 26

+2.32K

0.27%

SOUTHERN CAPITAL ADVISORS, LLC

65.00K

Jun 30, 26

+1.40K

0.25%

BANK OF AMERICA CORP /DE/

64.51K

Jun 30, 26

-3.20K

0.25%

ENVESTNET ASSET MANAGEMENT INC

64.34K

Jun 30, 26

-76.66K

0.25%

Advisory Services Network, LLC

58.93K

Jun 30, 26

-6.14K

0.23%

Cetera Investment Advisers

56.91K

Jun 30, 26

-3.96K

0.22%

Roxbury Financial LLC

56.81K

Jun 30, 26

+15

0.22%

Yoder Wealth Management, Inc.

47.77K

Jun 30, 26

+611

0.19%

RAYMOND JAMES FINANCIAL INC

46.63K

Jun 30, 26

-2.88K

0.18%

CITIGROUP INC

46.37K

Jun 30, 26

-19.27K

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

43.46K

Jun 30, 26

-810

0.17%

HERBST GROUP, LLC

38.55K

Jun 30, 26

+552

0.15%

SRS Capital Advisors, Inc.

35.77K

Jun 30, 26

+4.14K

0.14%

LYNCH & ASSOCIATES/IN

35.67K

Jun 30, 26

+5.89K

0.14%

WELLS FARGO & COMPANY/MN

35.08K

Jun 30, 26

+4.90K

0.14%

Beaumont Financial Advisors, LLC

35.04K

Jun 30, 26

-1.65K

0.14%

Rockefeller Capital Management L.P.

31.88K

Jun 30, 26

+897

0.12%

Sigma Planning Corp

31.83K

Jun 30, 26

-7.10K

0.12%

AMERIPRISE FINANCIAL INC

31.82K

Jun 30, 26

+887

0.12%

JPMORGAN CHASE & CO

31.24K

Jun 30, 26

-25.32K

0.12%

ROYAL BANK OF CANADA

30.43K

Jun 30, 26

+10.22K

0.12%

Creative Planning

28.02K

Jun 30, 26

-928

0.11%

MISSION WEALTH MANAGEMENT, LP

27.26K

Jun 30, 26

+27.26K

0.11%

JONES FINANCIAL COMPANIES LLLP

27.07K

Jun 30, 26

+6.40K

0.10%

Gotham Asset Management, LLC

26.75K

Jun 30, 26

+26.75K

0.10%

Heck Capital Advisors, LLC

26.46K

Jun 30, 26

-333

0.10%

Steward Partners Investment Advisory, LLC

25.80K

Jun 30, 26

+5.17K

0.10%

Atlas Brown,Inc.

25.68K

Jun 30, 26

-381

0.10%

Snowden Capital Advisors LLC

24.45K

Jun 30, 26

-415

0.09%

Smith, Salley & Associates

23.28K

Jun 30, 26

-434

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

22.65K

Jun 30, 26

+1.93K

0.09%

KDK Private Wealth Management, LLC

21.80K

Jun 30, 26

-144

0.08%

Beacon Pointe Advisors, LLC

21.41K

Jun 30, 26

0.08%

Jacobs Equity LLC

21.24K

Jun 30, 26

+1.69K

0.08%

OneAscent Financial Services LLC

20.95K

Jun 30, 26

+4.69K

0.08%

PRINCIPAL SECURITIES, INC.

19.80K

Jun 30, 26

-12.67K

0.08%

SWEENEY & MICHEL, LLC

18.31K

Jun 30, 26

+78

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

18.05K

Jun 30, 26

-600

0.07%

MML INVESTORS SERVICES, LLC

16.62K

Jun 30, 26

-2.74K

0.06%

Nova Wealth Management, Inc.

16.61K

Jun 30, 26

+781

0.06%

AMERICAN NATIONAL BANK

16.16K

Jun 30, 26

+560

0.06%

Meridian Wealth Management, LLC

16.04K

Jun 30, 26

+4.43K

0.06%

Belpointe Asset Management LLC

15.78K

Jun 30, 26

+2.05K

0.06%

Fortis Capital Advisors, LLC

15.78K

Jun 30, 26

+2.05K

0.06%

Concurrent Investment Advisors, LLC

15.05K

Jun 30, 26

+7.54K

0.06%

PARTNERS WEALTH MANAGEMENT, LLC

14.70K

Jun 30, 26

-82

0.06%

CLEAR WAVE WEALTH MANAGEMENT LLC

14.49K

Jun 30, 26

0.06%

TRUIST FINANCIAL CORP

14.13K

Jun 30, 26

-304

0.05%

Maxele Advisors, LLC

13.86K

Jun 30, 26

+13.86K

0.05%

Walker Financial Services, Inc.

13.34K

Jun 30, 26

-4.61K

0.05%

Curran Financial Partners, LLC

13.14K

Jun 30, 26

+19

0.05%

Mariner, LLC

13.07K

Jun 30, 26

+2.91K

0.05%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

11.59K

Jun 30, 26

+2.10K

0.04%

Financial Partners Group, Inc

11.50K

Jun 30, 26

+11.50K

0.04%

Ameritas Advisory Services, LLC

11.39K

Jun 30, 26

+2.84K

0.04%

STOCK YARDS BANK & TRUST CO

11.24K

Jun 30, 26

-609

0.04%

Demars Financial Group, LLC

10.70K

Jun 30, 26

-808

0.04%

HighTower Advisors, LLC

9.84K

Jun 30, 26

-1.17K

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

9.67K

Jun 30, 26

-821

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

8.91K

Jun 30, 26

+1.54K

0.03%

PGIM Custom Harvest LLC

8.76K

Jun 30, 26

0.03%

Avidian Wealth Solutions, LLC

8.67K

Jun 30, 26

0.03%

Robertson Stephens Wealth Management, LLC

8.63K

Jun 30, 26

0.03%

Stonebridge Financial Planning Group, LLC

8.51K

Jun 30, 26

-690

0.03%

PACIFIC SUN FINANCIAL CORP

8.49K

Jun 30, 26

-570

0.03%

Farther Finance Advisors, LLC

8.20K

Jun 30, 26

+2.08K

0.03%

Brookstone Capital Management

8.16K

Jun 30, 26

-391

0.03%

Fisher Asset Management, LLC

8.06K

Jun 30, 26

-572

0.03%

TrueWealth Advisors, LLC

8.02K

Jun 30, 26

0.03%

Tower Research Capital LLC (TRC)

7.98K

Jun 30, 26

+7.98K

0.03%

FIFTH THIRD BANCORP

7.92K

Jun 30, 26

-870

0.03%

Soltis Investment Advisors LLC

7.92K

Jun 30, 26

-875

0.03%

ROMAN BUTLER FULLERTON & CO

7.86K

Jun 30, 26

-962

0.03%

CI Private Wealth, LLC

7.74K

Jun 30, 26

0.03%

NBC SECURITIES, INC.

7.65K

Jun 30, 26

-50

0.03%

Independent Advisor Alliance

7.44K

Jun 30, 26

-13.19K

0.03%

First Heartland Consultants, Inc.

7.17K

Jun 30, 26

+7.17K

0.03%

Castleview Partners, LLC

7.13K

Jun 30, 26

+349

0.03%

Buska Wealth Management, LLC

7.10K

Jun 30, 26

-1.10K

0.03%

Sage Investment Advisers LLC

6.56K

Jun 30, 26

-5.83K

0.03%

GSB Wealth Management, LLC

6.34K

Jun 30, 26

+25

0.02%

CX Institutional

6.19K

Jun 30, 26

-852

0.02%

Csenge Advisory Group

6.11K

Jun 30, 26

+40

0.02%

LongView Wealth Management

6.07K

Jun 30, 26

+15

0.02%

Savant Capital, LLC

6.03K

Jun 30, 26

+6.03K

0.02%

RFG Advisory, LLC

5.98K

Jun 30, 26

-1.07K

0.02%

Atria Investments, Inc

5.94K

Jun 30, 26

+193

0.02%

XTX Topco Ltd

5.83K

Jun 30, 26

+5.83K

0.02%

FLC Capital Advisors

5.00K

Jun 30, 26

0.02%

Pathway Financial Advisers, LLC

4.95K

Jun 30, 26

+24

0.02%

Redwood Financial Network Corp

4.73K

Jun 30, 26

+4.73K

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

4.59K

Jun 30, 26

+724

0.02%

Bright Futures Wealth Management, LLC.

4.53K

Jun 30, 26

+4.53K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.42K

Jun 30, 26

+541

0.02%

Merit Financial Group, LLC

4.41K

Jun 30, 26

+24

0.02%

Quantinno Capital Management LP

4.34K

Jun 30, 26

-1.48K

0.02%

AE Wealth Management LLC

4.33K

Jun 30, 26

-122.69K

0.02%

Signal Advisors Wealth, LLC

4.24K

Jun 30, 26

+4.24K

0.02%

D. E. Shaw & Co., Inc.

4.22K

Jun 30, 26

+4.22K

0.02%

Westhampton Capital, LLC

4.16K

Jun 30, 26

0.02%

Summit Financial, LLC

4.16K

Jun 30, 26

-276

0.02%

Janney Montgomery Scott LLC

4.14K

Jun 30, 26

-8

0.02%

AssuredPartners Investment Advisors, LLC

4.12K

Jun 30, 26

0.02%

IFP Advisors, Inc

4.00K

Jun 30, 26

-224

0.02%

Private Advisor Group, LLC

3.92K

Jun 30, 26

-24

0.02%

Qube Research & Technologies Ltd

3.85K

Jun 30, 26

-785

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.64K

Jun 30, 26

-112

0.01%

CENTAURUS FINANCIAL, INC.

3.58K

Jun 30, 26

+250

0.01%

Global Retirement Partners, LLC

3.06K

Jun 30, 26

+3.06K

0.01%

Rosenberg Matthew Hamilton

2.99K

Jun 30, 26

0.01%

AlphaCore Capital LLC

2.86K

Jun 30, 26

0.01%

Purpose Unlimited Inc.

2.60K

Jun 30, 26

+2.60K

0.01%

Piscataqua Savings Bank

2.20K

Jun 30, 26

-1.50K

0.01%

ASSETMARK, INC

2.15K

Jun 30, 26

-130.97K

0.01%

EP Wealth Advisors, LLC

2.00K

Jun 30, 26

+2.00K

0.01%

HARBOUR INVESTMENTS, INC.

1.93K

Jun 30, 26

-4.45K

0.01%

Allworth Financial LP

1.92K

Jun 30, 26

-754

0.01%

BlackRock, Inc.

1.74K

Jun 30, 26

+134

0.01%

BOKF, NA

1.53K

Jun 30, 26

0.01%

Atlantic Union Bankshares Corp

1.48K

Jun 30, 26

+95

0.01%

Federation des caisses Desjardins du Quebec

1.41K

Jun 30, 26

-5

0.01%

Colonial Trust Co / SC

1.30K

Jun 30, 26

0.01%

Spire Wealth Management

1.15K

Jun 30, 26

0.00%

Allied Private Wealth LLC

1.13K

Jun 30, 26

+1.13K

0.00%

High Point Wealth Management, LLC

1.07K

Jun 30, 26

0.00%

Asset Dedication, LLC

1.05K

Jun 30, 26

0.00%

Dunhill Financial, LLC

997

Jun 30, 26

0.00%

TFC Financial Management, Inc.

905

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

893

Jun 30, 26

+893

0.00%

RMG Wealth Management LLC

890

Jun 30, 26

+890

0.00%

Sage Mountain Advisors LLC

825

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

750

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

700

Jun 30, 26

-1

0.00%

EPG Wealth Management LLC

685

Jun 30, 26

0.00%

SHP Wealth Management

648

Jun 30, 26

+408

0.00%

Coston, McIsaac & Partners

647

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

548

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

510

Jun 30, 26

+510

0.00%

Capital Analysts, LLC

479

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

471

Jun 30, 26

-468

0.00%

Integrated Wealth Concepts LLC

469

Jun 30, 26

+469

0.00%

Tradewinds Capital Management, LLC

435

Jun 30, 26

+435

0.00%

Mascoma Wealth Management LLC

424

Jun 30, 26

0.00%

GODSEY & GIBB, INC

400

Jun 30, 26

0.00%

SYM FINANCIAL Corp

395

Jun 30, 26

+395

0.00%

Newbridge Financial Services Group, Inc.

343

Jun 30, 26

0.00%

Rossby Financial, LCC

336

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

308

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

275

Jun 30, 26

0.00%

Abound Wealth Management

238

Jun 30, 26

0.00%

Parallel Advisors, LLC

226

Jun 30, 26

+226

0.00%

Avion Wealth

215

Jun 30, 26

+215

0.00%

HANTZ FINANCIAL SERVICES, INC.

200

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

200

Jun 30, 26

+67

0.00%

Caldwell Trust Co

200

Jun 30, 26

0.00%

Regatta Research & Money Management

197

Jun 30, 26

+197

0.00%

Heritage Wealth Advisors

162

Jun 30, 26

+162

0.00%

MOTCO

141

Jun 30, 26

+141

0.00%

Signature Resources Capital Management, LLC

137

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

131

Jun 30, 26

+128

0.00%

SIMPLEX TRADING, LLC

129

Jun 30, 26

+48

0.00%

1620 INVESTMENT ADVISORS, INC.

118

Jun 30, 26

0.00%

Concord Wealth Partners

104

Jun 30, 26

+104

0.00%

HighMark Wealth Management LLC

100

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

+47

0.00%

Financial Network Wealth Advisors LLC

Jun 30, 26

+90

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

+80

0.00%

Oakmont Advisory Group, LLC

Jun 30, 26

+61

0.00%

Pillar Financial Advisors, LLC

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Sankala Group LLC

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

+47

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+26

0.00%

BIRCHBROOK, INC.

Jun 30, 26

+25

0.00%

BROWN, LISLE/CUMMINGS, INC.

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

IFG Advisory, LLC

Jun 30, 26

+21

0.00%

CVA Family Office, LLC

Jun 30, 26

0.00%

Bear Mountain Capital, Inc.

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-22

0.00%

Parkside Financial Bank & Trust

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Sentinus, LLC

Jun 30, 26

-7.41K

Root Financial Partners, LLC

Jun 30, 26

-102

Truvestments Capital LLC

Jun 30, 26

-61

Evergreen Advisors, LLC

Jun 30, 26

-111

Russell Investments Group, Ltd.

Jun 30, 26

-213

HOWE & RUSLING INC

Jun 30, 26

-1.72K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-24.40K

Valued Wealth Advisors LLC

Jun 30, 26

-93

True Wealth Design, LLC

Jun 30, 26

-235

Operose Advisors LLC

Jun 30, 26

-84

FRANKLIN RESOURCES INC

Jun 30, 26

-132

Mosley Wealth Management

Jun 30, 26

-100

Sound Income Strategies, LLC

Jun 30, 26

-59

Brinker Capital Investments, LLC

Jun 30, 26

-5.92K

Retirement Planning Group

Jun 30, 26

-5.32K

Financial Freedom, LLC

Jun 30, 26

-38

DUNCKER STREETT & CO INC

Jun 30, 26

-3

SWMG, LLC

Jun 30, 26

-4.00K

Western Wealth Management, LLC

Jun 30, 26

-245

Envestnet Portfolio Solutions, Inc.

Jun 30, 26

-9.48K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-5.14K

MAI Capital Management

Jun 30, 26

-3.04K

Tidemark, LLC

Jun 30, 26

-60

Bank of New York Mellon Corp

Jun 30, 26

-7.42K

Lido Advisors, LLC

1.36M

Mar 31, 26

+16.88K

5.26%

AGF MANAGEMENT LTD

505.33K

Mar 31, 26

-95.55K

1.96%

Compass Financial Group, INC/SD

325.95K

Mar 31, 26

+32.00K

1.26%

Certified Advisory Corp

215.78K

Mar 31, 26

-8.42K

0.84%

ENVESTNET ASSET MANAGEMENT INC

141.00K

Mar 31, 26

+13.73K

0.55%

ASSETMARK, INC

133.11K

Mar 31, 26

+1.60K

0.52%

AE Wealth Management LLC

127.02K

Mar 31, 26

-33.49K

0.49%

Adams Wealth Management

93.83K

Mar 31, 26

-16.78K

0.36%

Cambridge Investment Research Advisors, Inc.

81.22K

Mar 31, 26

+1.31K

0.31%

JPMORGAN CHASE & CO

56.56K

Mar 31, 26

-18.76K

0.22%

RAYMOND JAMES FINANCIAL INC

49.51K

Mar 31, 26

+12.94K

0.19%

Yoder Wealth Management, Inc.

47.16K

Mar 31, 26

+2.52K

0.18%

Sigma Planning Corp

38.93K

Mar 31, 26

+7.38K

0.15%

HERBST GROUP, LLC

38.00K

Mar 31, 26

+38.00K

0.15%

Beaumont Financial Advisors, LLC

36.69K

Mar 31, 26

+31.82K

0.14%

Kovitz Investment Group Partners, LLC

36.59K

Mar 31, 26

-17.03K

0.14%

PRINCIPAL SECURITIES, INC.

32.47K

Mar 31, 26

-20.13K

0.13%

SRS Capital Advisors, Inc.

31.64K

Mar 31, 26

+515

0.12%

Rockefeller Capital Management L.P.

30.99K

Mar 31, 26

-246

0.12%

WELLS FARGO & COMPANY/MN

30.18K

Mar 31, 26

-10.51K

0.12%

LYNCH & ASSOCIATES/IN

29.77K

Mar 31, 26

-1.22K

0.12%

Creative Planning

28.95K

Mar 31, 26

+16.49K

0.11%

Atlas Brown,Inc.

26.06K

Mar 31, 26

-92

0.10%

FRG Family Wealth Advisors LLC

25.21K

Mar 31, 26

0.10%

Snowden Capital Advisors LLC

24.86K

Mar 31, 26

-260

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

20.72K

Mar 31, 26

+1.44K

0.08%

JONES FINANCIAL COMPANIES LLLP

20.67K

Mar 31, 26

+1.55K

0.08%

Independent Advisor Alliance

20.63K

Mar 31, 26

+12.94K

0.08%

MML INVESTORS SERVICES, LLC

19.36K

Mar 31, 26

-3.27K

0.08%

OneAscent Financial Services LLC

16.27K

Mar 31, 26

+962

0.06%

TRUIST FINANCIAL CORP

14.43K

Mar 31, 26

+9.41K

0.06%

Fortis Capital Advisors, LLC

13.73K

Mar 31, 26

+8.82K

0.05%

HighTower Advisors, LLC

11.01K

Mar 31, 26

-600

0.04%

Sunbelt Securities, Inc.

9.62K

Mar 31, 26

+32

0.04%

Stonebridge Financial Planning Group, LLC

9.20K

Mar 31, 26

-800

0.04%

PACIFIC SUN FINANCIAL CORP

9.06K

Mar 31, 26

-193

0.04%

PGIM Custom Harvest LLC

8.76K

Mar 31, 26

-47

0.03%

Robertson Stephens Wealth Management, LLC

8.63K

Mar 31, 26

0.03%

Fisher Asset Management, LLC

8.63K

Mar 31, 26

+299

0.03%

Ameritas Advisory Services, LLC

8.55K

Mar 31, 26

-352

0.03%

TrueWealth Advisors, LLC

8.02K

Mar 31, 26

0.03%

CI Private Wealth, LLC

7.74K

Mar 31, 26

0.03%

Concurrent Investment Advisors, LLC

7.51K

Mar 31, 26

+300

0.03%

Bank of New York Mellon Corp

7.42K

Mar 31, 26

+1.56K

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

7.38K

Mar 31, 26

+323

0.03%

CX Institutional

7.05K

Mar 31, 26

-2.30K

0.03%

HARBOUR INVESTMENTS, INC.

6.37K

Mar 31, 26

+4.25K

0.02%

EXENCIAL WEALTH ADVISORS, LLC

6.01K

Mar 31, 26

+885

0.02%

Quantinno Capital Management LP

5.82K

Mar 31, 26

+1.16K

0.02%

Atria Investments, Inc

5.75K

Mar 31, 26

+131

0.02%

Cherry Tree Wealth Management, LLC

5.53K

Mar 31, 26

0.02%

Patriot Financial Group Insurance Agency, LLC

5.14K

Mar 31, 26

+5.14K

0.02%

FLC Capital Advisors

5.00K

Mar 31, 26

0.02%

Talon Private Wealth, LLC

4.71K

Mar 31, 26

+4.71K

0.02%

Qube Research & Technologies Ltd

4.64K

Mar 31, 26

+2.86K

0.02%

Merit Financial Group, LLC

4.38K

Mar 31, 26

+4.38K

0.02%

Westhampton Capital, LLC

4.16K

Mar 31, 26

0.02%

Janney Montgomery Scott LLC

4.14K

Mar 31, 26

-244

0.02%

Private Advisor Group, LLC

3.94K

Mar 31, 26

-634

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

3.86K

Mar 31, 26

+3.86K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.75K

Mar 31, 26

+150

0.01%

MAI Capital Management

3.04K

Mar 31, 26

+451

0.01%

Rosenberg Matthew Hamilton

2.99K

Mar 31, 26

0.01%

AlphaCore Capital LLC

2.86K

Mar 31, 26

0.01%

Allworth Financial LP

2.68K

Mar 31, 26

+106

0.01%

CWM, LLC

1.95K

Mar 31, 26

-28

0.01%

HOWE & RUSLING INC

1.72K

Mar 31, 26

0.01%

BlackRock, Inc.

1.61K

Mar 31, 26

+1.61K

0.01%

Federation des caisses Desjardins du Quebec

1.42K

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

1.38K

Mar 31, 26

0.01%

Spire Wealth Management

1.15K

Mar 31, 26

-24

0.00%

PRIVATE TRUST CO NA

939

Mar 31, 26

-62

0.00%

TFC Financial Management, Inc.

905

Mar 31, 26

0.00%

Sage Mountain Advisors LLC

825

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

701

Mar 31, 26

+701

0.00%

Smartleaf Asset Management LLC

548

Mar 31, 26

+407

0.00%

GODSEY & GIBB, INC

400

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

343

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

213

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

200

Mar 31, 26

+200

0.00%

Signature Resources Capital Management, LLC

137

Mar 31, 26

-42

0.00%

FRANKLIN RESOURCES INC

132

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

118

Mar 31, 26

0.00%

Evergreen Advisors, LLC

111

Mar 31, 26

+111

0.00%

HighMark Wealth Management LLC

100

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

+81

0.00%

Truvestments Capital LLC

Mar 31, 26

+61

0.00%

Tidemark, LLC

Mar 31, 26

+60

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-57

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

Mar 31, 26

0.00%

SageView Advisory Group, LLC

Mar 31, 26

-5.33K

HRT FINANCIAL LP

Mar 31, 26

-12.93K

Camelot Portfolios, LLC

Mar 31, 26

-8

Elyxium Wealth, LLC

Mar 31, 26

-537

WHITTIER TRUST CO

Mar 31, 26

-1.41K

GRIMES & COMPANY, INC.

Mar 31, 26

-98.76K

DEUTSCHE BANK AG\

Mar 31, 26

-765

Concord Wealth Partners

Mar 31, 26

-103

Cape Investment Advisory, Inc.

Mar 31, 26

-1.12K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-2.28K

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-2

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

-3.44K

Tower Research Capital LLC (TRC)

Mar 31, 26

-11.08K

COMERICA BANK

10.55K

Dec 31, 25

-4.38K

0.04%

Motiv8 Investments LLC

1.62K

Dec 31, 25

+1.62K

0.01%

CIBC Private Wealth Group, LLC

158

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.34K

Full Sail Capital, LLC

76.23K

Sep 30, 25

-14.69K

0.30%

Siligmueller & Norvid Wealth Advisors LLC

6.95K

Sep 30, 25

+6.95K

0.03%

Abich Financial Wealth Management LLC

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

52.79K

Jun 30, 25

+934

0.20%

Exchange Capital Management, Inc.

20.56K

Jun 30, 25

-415

0.08%

AVANTAX ADVISORY SERVICES, INC.

8.40K

Jun 30, 25

+511

0.03%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

169

Jun 30, 25

+169

0.00%

Moser Wealth Advisors, LLC

Jun 30, 25

+93

0.00%

Grant/GrossMendelsohn, LLC

58.23K

Mar 31, 25

+58.23K

0.23%

Morningstar Investment Services LLC

19.71K

Mar 31, 25

-46.06K

0.08%

Bray Capital Advisors

580

Dec 31, 24

-9.17K

0.00%

CEDRUS LLC

28.82K

Sep 30, 24

+5.28K

0.11%

Raymond James Financial Services Advisors, Inc.

4.88K

Sep 30, 24

-769

0.02%

Connectus Wealth, LLC

157.66K

Mar 31, 24

+157.66K

0.61%

Cetera Advisor Networks LLC

33.69K

Mar 31, 24

+932

0.13%

Cetera Advisors LLC

7.55K

Mar 31, 24

+1.72K

0.03%

Avalon Investment & Advisory

6.21K

Mar 31, 23

0.02%

Laurel Wealth Advisors, Inc.

110.70K

Dec 31, 22

-5.36K

0.43%

55I, LLC

73.14K

Sep 30, 22

+59

0.28%

Beaumont Financial Partners, LLC

6.65K

Sep 30, 22

+936

0.03%

FourThought Financial, LLC

1.20K

Sep 30, 22

0.00%

American Portfolios Advisors

302

Sep 30, 22

+302

0.00%

ACG Wealth

Sep 30, 22

-555

AGF Investments LLC

Sep 30, 22

-38

Loveless Wealth Management LLC

16.16K

Jun 30, 22

+2.10K

0.06%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

6.45K

Mar 31, 22

+6.45K

0.03%

MIRSKY FINANCIAL MANAGEMENT CORP.

4.53K

Dec 31, 21

+4.53K

0.02%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-53

Castle Financial & Retirement Planning Associates, Inc.

Dec 31, 21

NorthCoast Asset Management LLC

105.80K

Sep 30, 21

+23.93K

0.41%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

17.88K

Sep 30, 21

-1.34K

0.07%

FMA ADVISORY INC

9.59K

Sep 30, 21

-405

0.04%

Ameritas Investment Company, LLC

8.79K

Sep 30, 21

+1.92K

0.03%

FormulaFolio Investments, LLC

62.84K

Jun 30, 21

-1.39K

0.24%

PNC Managed Account Solutions, Inc.

6.58K

Jun 30, 21

+6.58K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

226.10K

Dec 31, 19

-21.21K

0.88%

Advisor Group, Inc.

56.81K

Dec 31, 19

+11.95K

0.22%

CAPITAL ONE, NATIONAL ASSOCIATION

18.20K

Dec 31, 19

+18.20K

0.07%

SUNTRUST BANKS INC

95.48K

Sep 30, 19

-1.99K

0.37%

BB&T SECURITIES, LLC

51.23K

Sep 30, 19

+51.23K

0.20%

Shamrock Asset Management LLC

20.56K

Sep 30, 19

-2.35K

0.08%

RAND WEALTH, LLC

Sep 30, 18

-66.17K

Commonwealth Equity Services, Inc

85.38K

Jun 30, 17

+4.66K

0.33%

Virtu KCG Holdings LLC

11.72K

Jun 30, 17

+11.72K

0.05%

WFG Advisors, LP

651

Jun 30, 17

-32

0.00%

MSI Financial Services Inc

13.55K

Dec 31, 16

-533

0.05%

Giralda Advisors, LLC

Sep 30, 16

-39.46K

SOCIETE GENERALE

21.47K

Jun 30, 16

+21.47K

0.08%

MANAGED ACCOUNT ADVISORS LLC

2.08K

Jun 30, 15

-984

0.01%

KMS FINANCIAL SERVICES, INC

18.29K

Jun 30, 14

+18.29K

0.07%