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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 21.76M | Jun 30, 26 | -62.52K | 23.27% |
| MORGAN STANLEY | 10.56M | Jun 30, 26 | +31.24K | 11.29% |
| ENVESTNET ASSET MANAGEMENT INC | 7.48M | Jun 30, 26 | +6.72M | 8.00% |
| ADVISOR GROUP HOLDINGS, INC. | 5.47M | Jun 30, 26 | +4.89M | 5.85% |
| LPL Financial LLC | 3.30M | Jun 30, 26 | -41.12K | 3.52% |
| UBS Group AG | 1.67M | Jun 30, 26 | +224.48K | 1.79% |
| ROYAL BANK OF CANADA | 1.62M | Jun 30, 26 | +50.30K | 1.73% |
| RAYMOND JAMES FINANCIAL INC | 1.42M | Jun 30, 26 | +338.48K | 1.51% |
| STOCK YARDS BANK & TRUST CO | 1.39M | Jun 30, 26 | +61.04K | 1.48% |
| Cyndeo Wealth Partners, LLC | 1.16M | Jun 30, 26 | +24.79K | 1.24% |
| Modern Wealth Management, LLC | 971.64K | Jun 30, 26 | +971.64K | 1.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 965.39K | Jun 30, 26 | +248.09K | 1.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 932.40K | Jun 30, 26 | +211.15K | 1.00% |
| Csenge Advisory Group | 901.30K | Jun 30, 26 | +48.47K | 0.96% |
| Dunhill Financial, LLC | 782.28K | Jun 30, 26 | +217.50K | 0.84% |
| FIRST TRUST ADVISORS LP | 756.89K | Jun 30, 26 | +623.85K | 0.81% |
| OVERSEA-CHINESE BANKING Corp Ltd | 719.10K | Jun 30, 26 | -392.20K | 0.77% |
| Carrera Capital Advisors | 690.19K | Jun 30, 26 | -372.77K | 0.74% |
| Financial Enhancement Group LLC | 666.51K | Jun 30, 26 | +186.57K | 0.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 648.63K | Jun 30, 26 | -10.23K | 0.69% |
| Cetera Investment Advisers | 591.71K | Jun 30, 26 | +119.40K | 0.63% |
| Cambridge Investment Research Advisors, Inc. | 589.98K | Jun 30, 26 | -132.58K | 0.63% |
| Valmark Advisers, Inc. | 580.54K | Jun 30, 26 | -38.96K | 0.62% |
| HighPoint Advisor Group LLC | 574.45K | Jun 30, 26 | -31.53K | 0.61% |
| Bison Wealth, LLC | 498.16K | Jun 30, 26 | +17.78K | 0.53% |
| Envestnet Portfolio Solutions, Inc. | 470.21K | Jun 30, 26 | +470.21K | 0.50% |
| Cooper Financial Group | 386.46K | Jun 30, 26 | +386.46K | 0.41% |
| Capital Asset Advisory Services LLC | 382.60K | Jun 30, 26 | +37.13K | 0.41% |
| AXXCESS WEALTH MANAGEMENT, LLC | 377.56K | Jun 30, 26 | +377.56K | 0.40% |
| Solitude Financial Services | 338.56K | Jun 30, 26 | +2.23K | 0.36% |
| PSI Advisors, LLC | 324.35K | Jun 30, 26 | +4.53K | 0.35% |
| StoneX Group Inc. | 324.09K | Jun 30, 26 | +324.09K | 0.35% |
| Summit Financial, LLC | 320.04K | Jun 30, 26 | -109 | 0.34% |
| Petix & Botte Co | 316.41K | Jun 30, 26 | -14.60K | 0.34% |
| LexAurum Advisors, LLC | 283.09K | Jun 30, 26 | -72.05K | 0.30% |
| NewEdge Advisors, LLC | 280.80K | Jun 30, 26 | +17.99K | 0.30% |
| ARVEST INVESTMENTS, INC. | 280.70K | Jun 30, 26 | -95.96K | 0.30% |
| D.A. DAVIDSON & CO. | 274.40K | Jun 30, 26 | +90.14K | 0.29% |
| Mainsail Financial Group, LLC | 269.74K | Jun 30, 26 | +43.02K | 0.29% |
| Gladstone Institutional Advisory LLC | 268.95K | Jun 30, 26 | +401 | 0.29% |
| Prospera Financial Services Inc | 263.87K | Jun 30, 26 | +54.73K | 0.28% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 259.03K | Jun 30, 26 | +81.62K | 0.28% |
| London & Capital Asset Management Ltd | 251.72K | Jun 30, 26 | +13.90K | 0.27% |
| USAdvisors Wealth Management, LLC | 248.63K | Jun 30, 26 | +248.63K | 0.27% |
| Farther Finance Advisors, LLC | 227.96K | Jun 30, 26 | -168.18K | 0.24% |
| Baird Financial Group, Inc. | 218.68K | Jun 30, 26 | +29.70K | 0.23% |
| ABLE Financial Group, LLC | 213.09K | Jun 30, 26 | +6.25K | 0.23% |
| Chicago Wealth Management, Inc. | 210.44K | Jun 30, 26 | +2.25K | 0.23% |
| HFG Wealth Management, LLC | 205.36K | Jun 30, 26 | -287.74K | 0.22% |
| CreativeOne Wealth, LLC | 203.94K | Jun 30, 26 | +168.42K | 0.22% |
| Walkner Condon Financial Advisors LLC | 176.31K | Jun 30, 26 | +8.53K | 0.19% |
| Ameritas Advisory Services, LLC | 170.17K | Jun 30, 26 | +73.67K | 0.18% |
| Integrated Wealth Concepts LLC | 165.44K | Jun 30, 26 | +17.66K | 0.18% |
| ASSETMARK, INC | 150.14K | Jun 30, 26 | +28.92K | 0.16% |
| Brinker Capital Investments, LLC | 146.63K | Jun 30, 26 | +70.01K | 0.16% |
| Climber Capital SA | 145.76K | Jun 30, 26 | +125 | 0.16% |
| CITIGROUP INC | 131.92K | Jun 30, 26 | +8.23K | 0.14% |
| Guided Capital Wealth Management, LLC | 131.76K | Jun 30, 26 | +13.12K | 0.14% |
| Coppell Advisory Solutions LLC | 127.68K | Jun 30, 26 | +127.68K | 0.14% |
| Janney Montgomery Scott LLC | 123.86K | Jun 30, 26 | -13.97K | 0.13% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 121.92K | Jun 30, 26 | -23.05K | 0.13% |
| MGO ONE SEVEN LLC | 118.65K | Jun 30, 26 | +78.11K | 0.13% |
| Concurrent Investment Advisors, LLC | 118.41K | Jun 30, 26 | -217.43K | 0.13% |
| TRUIST FINANCIAL CORP | 116.97K | Jun 30, 26 | -5.48K | 0.13% |
| HARBOUR INVESTMENTS, INC. | 112.06K | Jun 30, 26 | +2.93K | 0.12% |
| Fortress Wealth Group, LLC | 103.11K | Jun 30, 26 | +103.11K | 0.11% |
| JPMORGAN CHASE & CO | 102.77K | Jun 30, 26 | +6.30K | 0.11% |
| Kestra Advisory Services, LLC | 99.32K | Jun 30, 26 | -153.53K | 0.11% |
| Crusonia Wealth Advisors LLC | 96.73K | Jun 30, 26 | +8 | 0.10% |
| Equitable Holdings, Inc. | 95.33K | Jun 30, 26 | -3.16K | 0.10% |
| HighTower Advisors, LLC | 94.19K | Jun 30, 26 | +4.73K | 0.10% |
| AE Wealth Management LLC | 87.62K | Jun 30, 26 | -1.25K | 0.09% |
| Corundum Group, Inc. | 84.18K | Jun 30, 26 | +981 | 0.09% |
| Mutual Advisors, LLC | 83.31K | Jun 30, 26 | +1.21K | 0.09% |
| Flaharty Asset Management, LLC | 83.15K | Jun 30, 26 | -959.08K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 82.73K | Jun 30, 26 | +23.78K | 0.09% |
| Milestones Private Investment Advisors LLC | 82.59K | Jun 30, 26 | +82.59K | 0.09% |
| Beacon Pointe Advisors, LLC | 81.87K | Jun 30, 26 | -2.30K | 0.09% |
| Private Advisor Group, LLC | 80.99K | Jun 30, 26 | +12.90K | 0.09% |
| Arkadios Wealth Advisors | 80.98K | Jun 30, 26 | +25.32K | 0.09% |
| RFG Advisory, LLC | 79.22K | Jun 30, 26 | +32.89K | 0.08% |
| MML INVESTORS SERVICES, LLC | 75.16K | Jun 30, 26 | +4.57K | 0.08% |
| Copia Wealth Management | 74.88K | Jun 30, 26 | +22.13K | 0.08% |
| Cherry Creek Investment Advisors, Inc. | 71.97K | Jun 30, 26 | +1.80K | 0.08% |
| Western Wealth Management, LLC | 70.30K | Jun 30, 26 | -272 | 0.08% |
| PRINCIPAL SECURITIES, INC. | 69.59K | Jun 30, 26 | -1.98K | 0.07% |
| BANK OF AMERICA CORP /DE/ | 68.85K | Jun 30, 26 | -2.85K | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 68.16K | Jun 30, 26 | -532 | 0.07% |
| INSPIRION WEALTH ADVISORS, LLC | 65.86K | Jun 30, 26 | -18.48K | 0.07% |
| Gerald Baker Financial Group LLC | 64.17K | Jun 30, 26 | +2.78K | 0.07% |
| CHIRON CAPITAL MANAGEMENT, LLC | 63.38K | Jun 30, 26 | -4.03K | 0.07% |
| BENJAMIN EDWARDS INC | 63.07K | Jun 30, 26 | -35.90K | 0.07% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 62.03K | Jun 30, 26 | +31.77K | 0.07% |
| FIFTH THIRD BANCORP | 61.57K | Jun 30, 26 | +2.10K | 0.07% |
| Raab & Moskowitz Asset Management LLC | 58.48K | Jun 30, 26 | -200 | 0.06% |
| PCG Wealth Advisors, LLC | 57.22K | Jun 30, 26 | -2.92K | 0.06% |
| ARWA LLC | 57.10K | Jun 30, 26 | +18.37K | 0.06% |
| E&G Advisors, LP | 56.23K | Jun 30, 26 | +35.92K | 0.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | 54.26K | Jun 30, 26 | +15.36K | 0.06% |
| CASCADE INVESTMENT GROUP, INC. | 54.06K | Jun 30, 26 | +807 | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 52.49K | Jun 30, 26 | -100.72K | 0.06% |
| SILVER OAK SECURITIES, INCORPORATED | 52.33K | Jun 30, 26 | +26.52K | 0.06% |
| Sargent Investment Group, LLC | 52.06K | Jun 30, 26 | +2.42K | 0.06% |
| Center For Asset Management LLC | 50.92K | Jun 30, 26 | +3.92K | 0.05% |
| COLUMBIA ADVISORY PARTNERS LLC | 49.34K | Jun 30, 26 | -563 | 0.05% |
| Vestmark Advisory Solutions, Inc. | 48.07K | Jun 30, 26 | +5.12K | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 47.60K | Jun 30, 26 | -1.10K | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46.57K | Jun 30, 26 | +46.57K | 0.05% |
| Steward Partners Investment Advisory, LLC | 46.23K | Jun 30, 26 | +12.11K | 0.05% |
| NBC SECURITIES, INC. | 45.73K | Jun 30, 26 | -303 | 0.05% |
| Trueblood Wealth Management, LLC | 45.37K | Jun 30, 26 | +488 | 0.05% |
| MTM Investment Management, LLC | 44.57K | Jun 30, 26 | +8.02K | 0.05% |
| Keating Financial Advisory Services, Inc. | 44.25K | Jun 30, 26 | +43.26K | 0.05% |
| Koshinski Asset Management, Inc. | 43.87K | Jun 30, 26 | +3.44K | 0.05% |
| Miracle Mile Advisors, LLC | 43.67K | Jun 30, 26 | -989 | 0.05% |
| TrueWealth Advisors, LLC | 43.56K | Jun 30, 26 | +6.04K | 0.05% |
| OPPENHEIMER & CO INC | 43.21K | Jun 30, 26 | +6.79K | 0.05% |
| Certified Advisory Corp | 42.30K | Jun 30, 26 | +2.23K | 0.05% |
| MAGNOLIA CAPITAL ADVISORS LLC | 41.24K | Jun 30, 26 | -2.35K | 0.04% |
| Bank of New York Mellon Corp | 39.68K | Jun 30, 26 | +15.35K | 0.04% |
| DRIVE WEALTH MANAGEMENT, LLC | 39.19K | Jun 30, 26 | +1.02K | 0.04% |
| Traction Financial Partners, LLC | 37.95K | Jun 30, 26 | +1.15K | 0.04% |
| Aspect Partners, LLC | 37.68K | Jun 30, 26 | -274 | 0.04% |
| Mount Yale Investment Advisors, LLC | 37.48K | Jun 30, 26 | -5.46K | 0.04% |
| Focus Financial Network, Inc. | 36.07K | Jun 30, 26 | +5.73K | 0.04% |
| Cadent Capital Advisors, LLC | 35.25K | Jun 30, 26 | -13.36K | 0.04% |
| Simplicity Wealth,LLC | 34.59K | Jun 30, 26 | +11.84K | 0.04% |
| Global Assets Advisory, LLC | 34.45K | Jun 30, 26 | +34.45K | 0.04% |
| Stratos Wealth Partners, LTD. | 34.25K | Jun 30, 26 | +2.20K | 0.04% |
| Advisory Services Network, LLC | 30.66K | Jun 30, 26 | +13.11K | 0.03% |
| JOHNSON INVESTMENT COUNSEL INC | 27.92K | Jun 30, 26 | -- | 0.03% |
| SRS Capital Advisors, Inc. | 26.88K | Jun 30, 26 | +22.24K | 0.03% |
| City Center Advisors, LLC | 25.61K | Jun 30, 26 | +1.81K | 0.03% |
| Harvest Investment Services, LLC | 23.87K | Jun 30, 26 | +2 | 0.03% |
| Stablepoint Partners, LLC | 23.53K | Jun 30, 26 | -8.47K | 0.03% |
| Darwin Wealth Management, LLC | 22.75K | Jun 30, 26 | -204.07K | 0.02% |
| Rockefeller Capital Management L.P. | 21.78K | Jun 30, 26 | +13.23K | 0.02% |
| Magnus Financial Group LLC | 21.24K | Jun 30, 26 | -577 | 0.02% |
| Ashton Thomas Private Wealth, LLC | 21.14K | Jun 30, 26 | -2.48K | 0.02% |
| Asset Allocation Strategies LLC | 20.65K | Jun 30, 26 | -1.39K | 0.02% |
| PUFF WEALTH MANAGEMENT, LLC | 20.48K | Jun 30, 26 | +20.48K | 0.02% |
| Kovack Advisors, Inc. | 20.30K | Jun 30, 26 | +9 | 0.02% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 19.41K | Jun 30, 26 | -4.47K | 0.02% |
| TITLEIST ASSET MANAGEMENT, LLC | 19.11K | Jun 30, 26 | +510 | 0.02% |
| Signature Equity Partners, LLC | 18.79K | Jun 30, 26 | +4.73K | 0.02% |
| Savvy Advisors, Inc. | 17.76K | Jun 30, 26 | +71 | 0.02% |
| KINGSWOOD WEALTH ADVISORS, LLC | 17.65K | Jun 30, 26 | +118 | 0.02% |
| Merit Financial Group, LLC | 17.35K | Jun 30, 26 | -1.31K | 0.02% |
| OARSMAN CAPITAL, INC. | 17.22K | Jun 30, 26 | -6 | 0.02% |
| WealthCare Investment Partners, LLC | 17.09K | Jun 30, 26 | -1.01K | 0.02% |
| MASECO LLP | 17.06K | Jun 30, 26 | -- | 0.02% |
| Brookstone Capital Management | 16.66K | Jun 30, 26 | +3.48K | 0.02% |
| Snowden Capital Advisors LLC | 16.57K | Jun 30, 26 | -- | 0.02% |
| First Heartland Consultants, Inc. | 16.52K | Jun 30, 26 | -548 | 0.02% |
| Sound Income Strategies, LLC | 16.39K | Jun 30, 26 | -691 | 0.02% |
| TMB Capital Partners, LLC | 16.02K | Jun 30, 26 | +1.47K | 0.02% |
| Americana Partners, LLC | 15.97K | Jun 30, 26 | +641 | 0.02% |
| Proactive Wealth Strategies LLC | 15.72K | Jun 30, 26 | -202 | 0.02% |
| Qube Research & Technologies Ltd | 15.05K | Jun 30, 26 | +15.05K | 0.02% |
| Vontobel Holding Ltd. | 14.78K | Jun 30, 26 | +240 | 0.02% |
| BALDWIN BROTHERS LLC/MA | 14.68K | Jun 30, 26 | -5.66K | 0.02% |
| Capital Wealth Alliance, LLC | 14.66K | Jun 30, 26 | -487 | 0.02% |
| tru Independence LLC | 14.41K | Jun 30, 26 | -214 | 0.02% |
| Pensionmark Financial Group, LLC | 14.32K | Jun 30, 26 | +14.32K | 0.02% |
| J.W. COLE ADVISORS, INC. | 14.14K | Jun 30, 26 | -833 | 0.02% |
| Sowell Financial Services LLC | 14.13K | Jun 30, 26 | -118.87K | 0.02% |
| Envision Financial LLC | 13.98K | Jun 30, 26 | -6.78K | 0.01% |
| HBW Advisory Services LLC | 13.95K | Jun 30, 26 | +13.95K | 0.01% |
| Creative Planning | 13.34K | Jun 30, 26 | +1.49K | 0.01% |
| EPG Wealth Management LLC | 13.15K | Jun 30, 26 | +82 | 0.01% |
| Headland Capital, LLC | 12.86K | Jun 30, 26 | -6.15K | 0.01% |
| Bleakley Financial Group, LLC | 12.75K | Jun 30, 26 | +12.75K | 0.01% |
| Mariner, LLC | 12.57K | Jun 30, 26 | -6.71K | 0.01% |
| CENTAURUS FINANCIAL, INC. | 12.36K | Jun 30, 26 | +344 | 0.01% |
| Smallwood Wealth Investment Management, LLC | 11.99K | Jun 30, 26 | +11.99K | 0.01% |
| Resources Investment Advisors, LLC. | 11.91K | Jun 30, 26 | -470 | 0.01% |
| Everest Financial Group LLC | 11.79K | Jun 30, 26 | +51 | 0.01% |
| GENESIS PRIVATE WEALTH, LLC | 11.66K | Jun 30, 26 | +187 | 0.01% |
| Waterfront Wealth Inc. | 11.50K | Jun 30, 26 | -18.62K | 0.01% |
| Gateway Wealth Partners, LLC | 11.44K | Jun 30, 26 | -8.88K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11.38K | Jun 30, 26 | +1.38K | 0.01% |
| Accel Wealth Management | 11.10K | Jun 30, 26 | -929 | 0.01% |
| FIRST UNITED BANK & TRUST | 11.04K | Jun 30, 26 | +3.22K | 0.01% |
| GeoWealth Management, LLC | 10.98K | Jun 30, 26 | -1.21K | 0.01% |
| Plante Moran Financial Advisors, LLC | 10.83K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 10.70K | Jun 30, 26 | +10.70K | 0.01% |
| Cushing Capital Partners, LLC | 10.55K | Jun 30, 26 | +9 | 0.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 10.30K | Jun 30, 26 | -- | 0.01% |
| Fearless Solutions, LLC dba Best Invest | 9.78K | Jun 30, 26 | -- | 0.01% |
| Park Square Financial Group, LLC | 9.64K | Jun 30, 26 | -1.17K | 0.01% |
| WEDBUSH SECURITIES INC | 9.57K | Jun 30, 26 | +148 | 0.01% |
| SHELTON WEALTH MANAGEMENT, LLC | 9.24K | Jun 30, 26 | -2.75K | 0.01% |
| White Wing Wealth Management | 9.20K | Jun 30, 26 | +9.20K | 0.01% |
| Objective Capital Management, LLC | 9.10K | Jun 30, 26 | +15 | 0.01% |
| IHT Wealth Management, LLC | 9.10K | Jun 30, 26 | -622 | 0.01% |
| Northwest Wealth Advisors, LLC | 8.44K | Jun 30, 26 | -148 | 0.01% |
| IFP Advisors, Inc | 8.29K | Jun 30, 26 | +1.25K | 0.01% |
| Visionary Wealth Advisors | 8.18K | Jun 30, 26 | -616 | 0.01% |
| Annis Gardner Whiting Capital Advisors, LLC | 8.11K | Jun 30, 26 | -118 | 0.01% |
| VisionPoint Advisory Group, LLC | 8.11K | Jun 30, 26 | -2.05K | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 8.10K | Jun 30, 26 | +8.10K | 0.01% |
| DAYMARK WEALTH PARTNERS, LLC | 7.78K | Jun 30, 26 | +15 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 7.58K | Jun 30, 26 | -4.12K | 0.01% |
| Nilsine Partners, LLC | 7.50K | Jun 30, 26 | -- | 0.01% |
| WEALTH EFFECTS LLC | 7.46K | Jun 30, 26 | +3 | 0.01% |
| Vise Technologies, Inc. | 7.45K | Jun 30, 26 | +7.45K | 0.01% |
| SUMMIT WEALTH GROUP LLC / CO | 7.41K | Jun 30, 26 | -- | 0.01% |
| TOTAL INVESTMENT MANAGEMENT INC | 7.14K | Jun 30, 26 | +12 | 0.01% |
| Morton Brown Family Wealth, LLC | 7.06K | Jun 30, 26 | -- | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 6.65K | Jun 30, 26 | +6.65K | 0.01% |
| CoreCap Advisors, LLC | 6.29K | Jun 30, 26 | -352 | 0.01% |
| StrongBox Wealth, LLC | 6.17K | Jun 30, 26 | +6.17K | 0.01% |
| AMERIFLEX GROUP, INC. | 5.87K | Jun 30, 26 | +2.53K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.26K | Jun 30, 26 | -1.24K | 0.01% |
| SBI Securities Co., Ltd. | 4.77K | Jun 30, 26 | +16 | 0.01% |
| Clearstead Advisors, LLC | 4.42K | Jun 30, 26 | +343 | 0.00% |
| Private Wealth Asset Management, LLC | 3.04K | Jun 30, 26 | +451 | 0.00% |
| United Community Bank | 2.83K | Jun 30, 26 | -- | 0.00% |
| Glassman Wealth Services | 2.68K | Jun 30, 26 | +2.68K | 0.00% |
| IFG Advisory, LLC | 2.63K | Jun 30, 26 | +2.63K | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 2.45K | Jun 30, 26 | +2.44K | 0.00% |
| PRIVATE TRUST CO NA | 2.38K | Jun 30, 26 | +4 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 2.26K | Jun 30, 26 | +2.26K | 0.00% |
| Spire Wealth Management | 2.06K | Jun 30, 26 | +1.85K | 0.00% |
| Golden State Wealth Management, LLC | 2.04K | Jun 30, 26 | +154 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 2.01K | Jun 30, 26 | -- | 0.00% |
| Mechanics Financial Corp | 2.00K | Jun 30, 26 | -- | 0.00% |
| IMG Wealth Management, Inc. | 1.91K | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.85K | Jun 30, 26 | +4 | 0.00% |
| AdvisorNet Financial, Inc | 1.79K | Jun 30, 26 | +8 | 0.00% |
| Elevated Capital Advisors, LLC | 1.76K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 1.74K | Jun 30, 26 | +966 | 0.00% |
| Transamerica Financial Advisors, Inc. | 1.71K | Jun 30, 26 | +1.69K | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.60K | Jun 30, 26 | -544 | 0.00% |
| Pinnacle Bancorp, Inc. | 1.59K | Jun 30, 26 | +691 | 0.00% |
| Parallel Advisors, LLC | 1.50K | Jun 30, 26 | +1.10K | 0.00% |
| PlanVest Financial, Inc | 1.41K | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 1.34K | Jun 30, 26 | +201 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.27K | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1.13K | Jun 30, 26 | +1.13K | 0.00% |
| CENTRAL TRUST Co | 1.00K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 920 | Jun 30, 26 | +6 | 0.00% |
| Ancora Advisors, LLC | 821 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 649 | Jun 30, 26 | -- | 0.00% |
| PINNEY & SCOFIELD, INC. | 573 | Jun 30, 26 | -286 | 0.00% |
| ROGCO, LP | 480 | Jun 30, 26 | +480 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 451 | Jun 30, 26 | +451 | 0.00% |
| US BANCORP \DE\ | 417 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 410 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 405 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 397 | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 345 | Jun 30, 26 | +345 | 0.00% |
| Silver Grove Financial Group, Inc. | 263 | Jun 30, 26 | +263 | 0.00% |
| Basepoint Wealth LLC | 221 | Jun 30, 26 | -52 | 0.00% |
| Capital Analysts, LLC | 167 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 154 | Jun 30, 26 | -10 | 0.00% |
| Reyes Financial Architecture, Inc. | 141 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 141 | Jun 30, 26 | -49 | 0.00% |
| EverSource Wealth Advisors, LLC | 135 | Jun 30, 26 | -- | 0.00% |
| Ulland Investment Advisors, LLC | 130 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 126 | Jun 30, 26 | -- | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 111 | Jun 30, 26 | -- | 0.00% |
| Holos Integrated Wealth LLC | 98 | Jun 30, 26 | -130 | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 94 | Jun 30, 26 | +1 | 0.00% |
| Triumph Capital Management | 75 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 74 | Jun 30, 26 | -2 | 0.00% |
| SHP Wealth Management | 52 | Jun 30, 26 | -144 | 0.00% |
| POM Investment Strategies, LLC | 43 | Jun 30, 26 | -- | 0.00% |
| Frazier Financial Advisors, LLC | 39 | Jun 30, 26 | -- | 0.00% |
| Cheviot Value Management, LLC | 38 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| CUSTOM INDEX SYSTEMS, LLC | 8 | Jun 30, 26 | +8 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1 | Jun 30, 26 | -9 | 0.00% |
| NORTHWEST WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -9.74K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -3.50K | -- |
| Choice Wealth Advisors, LLC | -- | Jun 30, 26 | -291.76K | -- |
| Cornerstone Wealth Management, LLC | -- | Jun 30, 26 | -7.88K | -- |
| Concorde Asset Management, LLC | -- | Jun 30, 26 | -28.92K | -- |
| CALTON & ASSOCIATES, INC. | -- | Jun 30, 26 | -12.11K | -- |
| Core Wealth Partners LLC | -- | Jun 30, 26 | -7.18K | -- |
| PFS Partners, LLC | -- | Jun 30, 26 | -304 | -- |
| FSM Wealth Advisors, LLC | -- | Jun 30, 26 | -8.00K | -- |
| SigFig Wealth Management, LLC | -- | Jun 30, 26 | -7.72K | -- |
| Quadrature Capital Ltd | -- | Jun 30, 26 | -118.38K | -- |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | -- | Jun 30, 26 | -9.28K | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -181 | -- |
| Clark Capital Management Group, Inc. | -- | Jun 30, 26 | -7.11K | -- |
| BRIGHT FINANCIAL ADVISORS, INC. | -- | Jun 30, 26 | -7.21K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -24.05K | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -1.59K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -48.60K | -- |
| Signal Advisors Wealth, LLC | -- | Jun 30, 26 | -7.65K | -- |
| Strategic Financial Concepts, LLC | -- | Jun 30, 26 | -14.99K | -- |
| Buckingham Strategic Partners | -- | Jun 30, 26 | -9.74K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -116 | -- |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | -- | Jun 30, 26 | -33 | -- |
| Clear Creek Financial Management, LLC | -- | Jun 30, 26 | -161.65K | -- |
| HANCOCK WHITNEY CORP | -- | Jun 30, 26 | -8.16K | -- |
| Lunt Capital Management, Inc. | -- | Jun 30, 26 | -23.07K | -- |
| EVOLUTION WEALTH MANAGEMENT INC. | -- | Jun 30, 26 | -72 | -- |
| Moment Partners, LLC | -- | Jun 30, 26 | -84.60K | -- |
| NewSquare Capital LLC | -- | Jun 30, 26 | -285.88K | -- |
| STEPHENS INC /AR/ | -- | Jun 30, 26 | -29.30K | -- |
| TOTH FINANCIAL ADVISORY CORP | -- | Jun 30, 26 | -43 | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -8.76K | -- |
| DAVENPORT & Co LLC | -- | Jun 30, 26 | -48.53K | -- |
| WIN ADVISORS, INC | -- | Jun 30, 26 | -127.60K | -- |
| Advisors Preferred, LLC | -- | Jun 30, 26 | -2.55K | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -20.74K | -- |
| CWM, LLC | 193.20K | Mar 31, 26 | +47.10K | 0.21% |
| Jaffetilchin Investment Partners, LLC | 19.98K | Mar 31, 26 | +2.87K | 0.02% |
| Sunbelt Securities, Inc. | 10.08K | Mar 31, 26 | +7.37K | 0.01% |
| COMERICA BANK | 55.59K | Dec 31, 25 | -10.56K | 0.06% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -32.96K | -- |
| Fortress Wealth Management, Inc. | 267.52K | Sep 30, 25 | -21.79K | 0.29% |
| Waverton Investment Management Ltd | 212.78K | Sep 30, 25 | -1.95K | 0.23% |
| AllSquare Wealth Management LLC | 141.03K | Sep 30, 25 | -1.02K | 0.15% |
| Guerra Advisors Inc | 5.11K | Sep 30, 25 | +5.11K | 0.01% |
| Abich Financial Wealth Management LLC | 319 | Sep 30, 25 | +319 | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -34.37K | -- |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -33.00K | -- |
| Congress Wealth Management LLC / DE / | 807.53K | Jun 30, 25 | +807.53K | 0.86% |
| AVANTAX ADVISORY SERVICES, INC. | 67.21K | Jun 30, 25 | +472 | 0.07% |
| Atria Wealth Solutions, Inc. | 48.84K | Jun 30, 25 | -55.93K | 0.05% |
| Tyler-Stone Wealth Management | 9.14K | Jun 30, 25 | -- | 0.01% |
| First Horizon Advisors, Inc. | 3.32K | Jun 30, 25 | +1.28K | 0.00% |
| Wolf Group Capital Advisors | 396.18K | Mar 31, 25 | +136.75K | 0.42% |
| Orion Portfolio Solutions, LLC | 97.81K | Mar 31, 25 | -14.56K | 0.10% |
| Cutter & CO Brokerage, Inc. | 8.27K | Mar 31, 25 | +8.27K | 0.01% |
| TAP Consulting, LLC | 228.59K | Dec 31, 24 | -11.03K | 0.24% |
| AlphaMark Advisors, LLC | 1.34K | Dec 31, 24 | +1.16K | 0.00% |
| Sanctuary Wealth Management, L.L.C. | 688 | Dec 31, 24 | -266 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -4.46K | -- |
| Raymond James Financial Services Advisors, Inc. | 493.34K | Sep 30, 24 | -35.64K | 0.53% |
| RAYMOND JAMES & ASSOCIATES | 251.21K | Sep 30, 24 | -82.78K | 0.27% |
| Bridge Advisory, LLC | 95.50K | Sep 30, 24 | +527 | 0.10% |
| RAYMOND JAMES TRUST N.A. | 28.37K | Sep 30, 24 | -- | 0.03% |
| Axiom Advisory, LLC | 14.27K | Sep 30, 24 | +316 | 0.02% |
| Vantage Financial Partners Ltd., Inc. | 246.39K | Jun 30, 24 | +246.39K | 0.26% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 13.90K | Jun 30, 24 | +3.00K | 0.01% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -1.57K | -- |
| Cetera Advisors LLC | 277.93K | Mar 31, 24 | +191.84K | 0.30% |
| Cetera Advisor Networks LLC | 227.56K | Mar 31, 24 | -94.98K | 0.24% |
| KLR INVESTMENT ADVISORS, LLC | 185.08K | Mar 31, 24 | +27.49K | 0.20% |
| WEALTHSOURCE PARTNERS, LLC | 99.90K | Dec 31, 23 | -29.27K | 0.11% |
| FOCUS FINANCIAL NETWORK INC /ADV | 42.40K | Dec 31, 23 | +42.40K | 0.05% |
| COMERICA SECURITIES,INC. | 237.96K | Sep 30, 23 | +4.31K | 0.25% |
| Andesa Financial Management Inc. | 247.18K | Mar 31, 23 | +102.11K | 0.26% |
| Quantitative Advantage, LLC | 92.11K | Mar 31, 23 | -8.62K | 0.10% |
| HighTower Trust Company, N.A. | 32.18K | Mar 31, 23 | +1.07K | 0.03% |
| Catalyst Wealth Management, LLC | 17.28K | Mar 31, 23 | +3 | 0.02% |
| Clear Perspectives Financial Planning, LLC | -- | Mar 31, 23 | -204.59K | -- |
| Laurel Wealth Advisors, Inc. | 268.15K | Dec 31, 22 | -187.96K | 0.29% |
| Bickling Financial Services, Inc. | 51.95K | Dec 31, 22 | +2.68K | 0.06% |
| S.C. Financial Services, Inc. | 22.69K | Dec 31, 22 | -4.32K | 0.02% |
| Integrity Advisory, LLC | 19.84K | Dec 31, 22 | -458 | 0.02% |
| Karp Capital Management Corp | 636.32K | Sep 30, 22 | -242.46K | 0.68% |
| MORGAN JESS S & CO INC | 180.90K | Sep 30, 22 | -3.95K | 0.19% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 113.97K | Sep 30, 22 | -13.45K | 0.12% |
| American Portfolios Advisors | 86.05K | Sep 30, 22 | +6.02K | 0.09% |
| LFS ASSET MANAGEMENT | 24.89K | Sep 30, 22 | -9.07K | 0.03% |
| WIPFLI FINANCIAL ADVISORS LLC, | 3.63K | Sep 30, 22 | +3.63K | 0.00% |
| Covington Capital Management | 1.05K | Sep 30, 22 | -742 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -54.32K | -- |
| Beaumont Financial Partners, LLC | -- | Sep 30, 22 | -469.42K | -- |
| Pinnacle Private Wealth, LLC | 79.50K | Jun 30, 22 | +1.94K | 0.09% |
| B. Riley Wealth Management, Inc. | 13.77K | Jun 30, 22 | +13.77K | 0.01% |
| Holloway Wealth Management, LLC | 102.41K | Mar 31, 22 | +102.41K | 0.11% |
| Permit Capital Advisors, LLC | 1.00K | Mar 31, 22 | +1.00K | 0.00% |
| Investors Financial Group, LLC | 22.29K | Dec 31, 21 | -126 | 0.02% |
| NEXT Financial Group, Inc | 5.63K | Dec 31, 21 | +491 | 0.01% |
| Landsberg, Bennett, & Dubbaneh LLC | 130.69K | Sep 30, 21 | +130.69K | 0.14% |
| Ameritas Investment Company, LLC | 59.18K | Sep 30, 21 | +31.87K | 0.06% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 27.32K | Sep 30, 21 | -8.31K | 0.03% |
| OLD MISSION CAPITAL, LLC | 30.21K | Dec 31, 20 | +30.21K | 0.03% |
| First Allied Advisory Services, Inc. | 14.48K | Sep 30, 20 | -186 | 0.02% |
| Watson Rebecca | -- | Sep 30, 20 | -350 | -- |
| Global Financial Private Capital, Inc | -- | Jun 30, 20 | -46 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 30.91K | Dec 31, 19 | -14.55K | 0.03% |
| Advisor Group, Inc. | 26.86K | Dec 31, 19 | -6.80K | 0.03% |
| RELIANCE TRUST CO OF DELAWARE | 32.99K | Mar 31, 19 | +4.45K | 0.04% |
| Sterling Global Strategies LLC | -- | Mar 31, 19 | -150 | -- |
| COMERICA SECURITIES INC | 204.15K | Dec 31, 18 | -1.84K | 0.22% |
| HAYS ADVISORY LLC | -- | Sep 30, 18 | -564.41K | -- |
| SII INVESTMENTS INC/WI | 382.73K | Dec 31, 17 | +382.73K | 0.41% |
| BB&T INVESTMENT SERVICES, INC. | 103 | Dec 31, 17 | -- | 0.00% |
| Virtu KCG Holdings LLC | 46.22K | Jun 30, 17 | +27.31K | 0.05% |
| WFG Advisors, LP | 20.69K | Jun 30, 17 | +2.75K | 0.02% |
| Efficient Market Advisors, LLC | -- | Mar 31, 17 | -14.42K | -- |
| MSI Financial Services Inc | 10.24K | Dec 31, 16 | -243 | 0.01% |
| Gupta Wealth Management LLC | 85.79K | Mar 31, 16 | -22.16K | 0.09% |
| CURIAN CAPITAL LLC | 64.62K | Dec 31, 15 | -123.26K | 0.07% |
| MANAGED ACCOUNT ADVISORS LLC | 414 | Jun 30, 15 | +64 | 0.00% |
| STERNE AGEE GROUP, INC. | 15.64K | Mar 31, 15 | -233 | 0.02% |
| UBS AG | 310.33K | Sep 30, 14 | +310.33K | 0.33% |