First Trust BuyWrite Income ETF(FTHI)

$23.67—Stale · unknown old

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First Trust BuyWrite Income ETF(FTHI)

NASDAQ • Last print unknown ago

$23.67—Stale · unknown old

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FTHI(FTHI)

FTHI

Institutional Ownership

Top 280 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	11.07M	Jun 30, 26	+1.44M	11.12%
WELLS FARGO & COMPANY/MN	7.62M	Jun 30, 26	+760.88K	7.65%
RAYMOND JAMES FINANCIAL INC	4.42M	Jun 30, 26	+515.80K	4.44%
ENVESTNET ASSET MANAGEMENT INC	3.86M	Jun 30, 26	+79.01K	3.88%
AMERIPRISE FINANCIAL INC	3.33M	Jun 30, 26	+1.32M	3.34%
D.A. DAVIDSON & CO.	3.13M	Jun 30, 26	+115.38K	3.14%
ROYAL BANK OF CANADA	2.80M	Jun 30, 26	+274.14K	2.81%
Ergawealth Advisors, Inc.	2.65M	Jun 30, 26	+281.78K	2.66%
COMMONWEALTH EQUITY SERVICES, LLC	1.98M	Jun 30, 26	+84.92K	1.99%
Cetera Investment Advisers	1.93M	Jun 30, 26	+109.61K	1.93%
Janney Montgomery Scott LLC	750.99K	Jun 30, 26	+71.74K	0.75%
TWO SIGMA INVESTMENTS, LP	707.20K	Jun 30, 26	+184.50K	0.71%
STIFEL FINANCIAL CORP	597.67K	Jun 30, 26	+4.49K	0.60%
ADVISOR GROUP HOLDINGS, INC.	556.38K	Jun 30, 26	+122.29K	0.56%
Cambridge Investment Research Advisors, Inc.	533.81K	Jun 30, 26	+26.41K	0.54%
Baird Financial Group, Inc.	482.56K	Jun 30, 26	+190.46K	0.48%
Advisor OS, LLC	440.39K	Jun 30, 26	+28.95K	0.44%
MJP ASSOCIATES INC /ADV	438.63K	Jun 30, 26	+28.95K	0.44%
Sun Financial Inc	422.86K	Jun 30, 26	+20.99K	0.42%
TCG Advisory Services, LLC	412.41K	Jun 30, 26	+6.44K	0.41%
Snowden Capital Advisors LLC	409.60K	Jun 30, 26	+15.36K	0.41%
SHP Wealth Management	402.53K	Jun 30, 26	+28.27K	0.40%
ARQ WEALTH ADVISORS, LLC	341.99K	Jun 30, 26	+123.04K	0.34%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	314.22K	Jun 30, 26	+14.18K	0.32%
CreativeOne Wealth, LLC	311.22K	Jun 30, 26	-298	0.31%
Ameritas Advisory Services, LLC	303.00K	Jun 30, 26	+262.71K	0.30%
SRS Capital Advisors, Inc.	293.69K	Jun 30, 26	+69.69K	0.30%
TRUIST FINANCIAL CORP	285.47K	Jun 30, 26	+57.67K	0.29%
Equitable Holdings, Inc.	273.88K	Jun 30, 26	+44.74K	0.28%
Rockefeller Capital Management L.P.	270.39K	Jun 30, 26	+13.77K	0.27%
Cooper Financial Group	258.36K	Jun 30, 26	-39.60K	0.26%
Archer Investment Corp	256.02K	Jun 30, 26	+21.10K	0.26%
RiverTree Advisors, LLC	253.24K	Jun 30, 26	+41.85K	0.25%
Kestra Advisory Services, LLC	244.99K	Jun 30, 26	+32.00K	0.25%
MML INVESTORS SERVICES, LLC	231.31K	Jun 30, 26	+81.38K	0.23%
HBW Advisory Services LLC	226.91K	Jun 30, 26	+7.38K	0.23%
Farther Finance Advisors, LLC	221.03K	Jun 30, 26	+68.17K	0.22%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	219.14K	Jun 30, 26	+20.78K	0.22%
Chicago Partners Investment Group LLC	214.23K	Jun 30, 26	+23.66K	0.22%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	211.88K	Jun 30, 26	+211.88K	0.21%
ZRC WEALTH MANAGEMENT, LLC	206.65K	Jun 30, 26	+424	0.21%
INDEPENDENT FINANCIAL GROUP, LLC	194.93K	Jun 30, 26	+136.63K	0.20%
Ausdal Financial Partners, Inc.	189.15K	Jun 30, 26	+11.75K	0.19%
RFG Advisory, LLC	188.69K	Jun 30, 26	+73.64K	0.19%
Perennial Investment Advisors, LLC	177.81K	Jun 30, 26	+12.45K	0.18%
Mutual Advisors, LLC	173.53K	Jun 30, 26	-13.04K	0.17%
FIRST TRUST ADVISORS LP	173.02K	Jun 30, 26	+9.42K	0.17%
HARBOUR INVESTMENTS, INC.	169.19K	Jun 30, 26	+10.88K	0.17%
Concurrent Investment Advisors, LLC	165.98K	Jun 30, 26	+20.94K	0.17%
Steward Partners Investment Advisory, LLC	163.36K	Jun 30, 26	+36.08K	0.16%
Integrated Wealth Concepts LLC	144.90K	Jun 30, 26	-5.43K	0.15%
Prospera Financial Services Inc	143.20K	Jun 30, 26	-21.07K	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	143.09K	Jun 30, 26	-11.24K	0.14%
Legacy Wealth Managment, LLC/ID	137.97K	Jun 30, 26	+67.42K	0.14%
US BANCORP \DE\	127.50K	Jun 30, 26	+20.27K	0.13%
Merkkuri Wealth Advisors LLC	126.66K	Jun 30, 26	-22.89K	0.13%
Capital Investment Advisory Services, LLC	124.63K	Jun 30, 26	+2.01K	0.13%
IHT Wealth Management, LLC	117.59K	Jun 30, 26	-41	0.12%
ARWA LLC	117.01K	Jun 30, 26	+41.64K	0.12%
Geneos Wealth Management Inc.	116.03K	Jun 30, 26	+15.32K	0.12%
Private Advisor Group, LLC	111.50K	Jun 30, 26	+43.11K	0.11%
Goldstone Financial Group, LLC	110.18K	Jun 30, 26	-1.90K	0.11%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	109.43K	Jun 30, 26	+9.52K	0.11%
Kingsview Wealth Management, LLC	108.09K	Jun 30, 26	+25.77K	0.11%
Mission Financial Group, LLC	104.58K	Jun 30, 26	+104.58K	0.11%
NewEdge Advisors, LLC	102.95K	Jun 30, 26	+36.52K	0.10%
Resources Investment Advisors, LLC.	96.39K	Jun 30, 26	--	0.10%
KINGSWOOD WEALTH ADVISORS, LLC	92.82K	Jun 30, 26	+16.03K	0.09%
Sequent Planning LLC	91.76K	Jun 30, 26	-16.82K	0.09%
Etesian Wealth Advisors, Inc.	90.72K	Jun 30, 26	+1.57K	0.09%
Brookstone Capital Management	85.47K	Jun 30, 26	+4.77K	0.09%
DAVIDSON TRUST CO	82.67K	Jun 30, 26	-2.65K	0.08%
AE Wealth Management LLC	73.11K	Jun 30, 26	+22.23K	0.07%
Beacon Pointe Advisors, LLC	72.37K	Jun 30, 26	+8.35K	0.07%
Cornerstone Wealth Management, LLC	69.90K	Jun 30, 26	+9.70K	0.07%
Fermata Advisors, LLC	69.54K	Jun 30, 26	+2.21K	0.07%
Triumph Capital Management	67.47K	Jun 30, 26	+3.40K	0.07%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	67.32K	Jun 30, 26	+5.77K	0.07%
Anchor Capital Management Group Inc	67.00K	Jun 30, 26	--	0.07%
LVZ, Inc.	66.92K	Jun 30, 26	+2.77K	0.07%
CoreCap Advisors, LLC	63.20K	Jun 30, 26	-2.82K	0.06%
PRINCIPAL SECURITIES, INC.	62.97K	Jun 30, 26	-32.23K	0.06%
STEPHENS INC /AR/	62.11K	Jun 30, 26	+45.84K	0.06%
Regal Investment Advisors LLC	61.01K	Jun 30, 26	+1.79K	0.06%
Sigma Planning Corp	60.32K	Jun 30, 26	+7.47K	0.06%
Balboa Wealth Partners	59.61K	Jun 30, 26	+300	0.06%
Quad-Cities Investment Group, LLC	53.43K	Jun 30, 26	+1.72K	0.05%
Summit Financial, LLC	53.18K	Jun 30, 26	+3.87K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	52.84K	Jun 30, 26	+6.67K	0.05%
American Institute for Advanced Investment Management, LLP	52.12K	Jun 30, 26	-200	0.05%
OPPENHEIMER & CO INC	50.92K	Jun 30, 26	+9.51K	0.05%
Moors & Cabot, Inc.	49.66K	Jun 30, 26	+7.42K	0.05%
Signature Equity Partners, LLC	48.66K	Jun 30, 26	+898	0.05%
Accel Wealth Management	47.00K	Jun 30, 26	-800	0.05%
Elevation Wealth Management LLC	45.58K	Jun 30, 26	+6	0.05%
Pensionmark Financial Group, LLC	45.36K	Jun 30, 26	+9.95K	0.05%
Kovack Advisors, Inc.	45.33K	Jun 30, 26	+14.43K	0.05%
Uniting Wealth Partners, LLC	43.86K	Jun 30, 26	+30.14K	0.04%
Gateway Wealth Partners, LLC	42.03K	Jun 30, 26	-18.45K	0.04%
Pinnacle Financial Partners, Inc.	41.53K	Jun 30, 26	+4.89K	0.04%
J.W. COLE ADVISORS, INC.	40.81K	Jun 30, 26	+8.63K	0.04%
Aventura Private Wealth, LLC	40.10K	Jun 30, 26	+19.66K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	39.19K	Jun 30, 26	-1.88K	0.04%
AMERIFLEX GROUP, INC.	39.09K	Jun 30, 26	+198	0.04%
MARSHALL INVESTMENT MANAGEMENT, LLC	38.26K	Jun 30, 26	+19.78K	0.04%
Golden State Wealth Management, LLC	37.39K	Jun 30, 26	+2.68K	0.04%
GTS SECURITIES LLC	37.16K	Jun 30, 26	+37.16K	0.04%
BENJAMIN EDWARDS INC	36.57K	Jun 30, 26	-2.53K	0.04%
Mount Yale Investment Advisors, LLC	36.35K	Jun 30, 26	+36.35K	0.04%
Vestmark Advisory Solutions, Inc.	36.35K	Jun 30, 26	+36.35K	0.04%
Southland Equity Partners LLC	36.21K	Jun 30, 26	+10.88K	0.04%
PUFF WEALTH MANAGEMENT, LLC	35.85K	Jun 30, 26	+35.85K	0.04%
Alessandra Capital Management, LLC	34.13K	Jun 30, 26	+900	0.03%
HRT FINANCIAL LP	32.48K	Jun 30, 26	+32.48K	0.03%
Belpointe Asset Management LLC	31.27K	Jun 30, 26	-551	0.03%
PMG Family Office LLC	30.71K	Jun 30, 26	+2.26K	0.03%
WESBANCO BANK INC	30.04K	Jun 30, 26	+5.79K	0.03%
Capital Analysts, LLC	28.38K	Jun 30, 26	+1.99K	0.03%
IFP Advisors, Inc	28.17K	Jun 30, 26	+2.11K	0.03%
Goldenstone Wealth Management LLC	27.43K	Jun 30, 26	+15.84K	0.03%
Sanctuary Advisors, LLC	27.33K	Jun 30, 26	-359	0.03%
Independent Wealth Network Inc.	27.33K	Jun 30, 26	-1.16K	0.03%
ADAMSBROWN WEALTH CONSULTANTS LLC	27.18K	Jun 30, 26	+2.63K	0.03%
Core Wealth Partners LLC	27.18K	Jun 30, 26	-7.16K	0.03%
PRIVATE CLIENT SERVICES, LLC	26.70K	Jun 30, 26	+5.29K	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	25.98K	Jun 30, 26	+13.13K	0.03%
SILVER OAK SECURITIES, INCORPORATED	25.50K	Jun 30, 26	-17.60K	0.03%
Sovran Advisors, LLC	25.41K	Jun 30, 26	-3.18K	0.03%
Clear Creek Financial Management, LLC	24.31K	Jun 30, 26	-527	0.02%
CITADEL ADVISORS LLC	24.27K	Jun 30, 26	-18.90K	0.02%
KKM Financial LLC	23.60K	Jun 30, 26	+8.73K	0.02%
SCOTIA CAPITAL INC.	23.57K	Jun 30, 26	+2.17K	0.02%
AQR CAPITAL MANAGEMENT LLC	23.12K	Jun 30, 26	+1.98K	0.02%
NOVEM GROUP	23.05K	Jun 30, 26	+10.26K	0.02%
FSB PREMIER WEALTH MANAGEMENT, INC.	22.71K	Jun 30, 26	+369	0.02%
Gladstone Institutional Advisory LLC	22.40K	Jun 30, 26	-3.30K	0.02%
BANK OF MONTREAL /CAN/	21.93K	Jun 30, 26	+19.73K	0.02%
Scarborough Advisors, LLC	21.54K	Jun 30, 26	+21.54K	0.02%
MORGAN STANLEY	21.37K	Jun 30, 26	-4.68K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	21.32K	Jun 30, 26	+3.28K	0.02%
Main Line Retirement Advisors, LLC	20.90K	Jun 30, 26	-20.90K	0.02%
Insight Advisors, LLC/ PA	20.44K	Jun 30, 26	+183	0.02%
CENTAURUS FINANCIAL, INC.	20.21K	Jun 30, 26	+713	0.02%
IFG Advisory, LLC	20.17K	Jun 30, 26	+20.17K	0.02%
LANGLEY WEALTH MANAGEMENT, LLC	20.09K	Jun 30, 26	+20.09K	0.02%
GENTRY PRIVATE WEALTH, LLC	19.37K	Jun 30, 26	-1.95K	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	19.01K	Jun 30, 26	+6.28K	0.02%
Pasadena Private Wealth, LLC	18.65K	Jun 30, 26	--	0.02%
Everest Financial Group LLC	18.50K	Jun 30, 26	--	0.02%
OLD MISSION CAPITAL LLC	18.48K	Jun 30, 26	+18.48K	0.02%
Asset Allocation Strategies LLC	18.48K	Jun 30, 26	+6.29K	0.02%
Advyzon Investment Management, LLC	18.05K	Jun 30, 26	+3.80K	0.02%
Cyndeo Wealth Partners, LLC	17.82K	Jun 30, 26	+2.67K	0.02%
Keating Financial Advisory Services, Inc.	17.80K	Jun 30, 26	-1.20K	0.02%
SMITH, MOORE & CO.	17.41K	Jun 30, 26	+333	0.02%
Redmond Asset Management, LLC	16.99K	Jun 30, 26	-43	0.02%
Advisory Advocates, LLC	16.80K	Jun 30, 26	+1.00K	0.02%
Treasure Coast Financial Planning	16.75K	Jun 30, 26	-1.29K	0.02%
Strategic Financial Concepts, LLC	16.64K	Jun 30, 26	-116.06K	0.02%
StoneX Group Inc.	16.18K	Jun 30, 26	--	0.02%
Thompson David Blair	15.21K	Jun 30, 26	-2.58K	0.02%
Sachetta, LLC	14.54K	Jun 30, 26	+927	0.01%
Insight Wealth Strategies, LLC	14.08K	Jun 30, 26	+163	0.01%
Castle Rock Wealth Management, LLC	14.05K	Jun 30, 26	-816	0.01%
Van Diest Capital, LLC	13.58K	Jun 30, 26	+13.58K	0.01%
PCG Wealth Advisors, LLC	13.36K	Jun 30, 26	+13.36K	0.01%
CHANNEL WEALTH LLC	13.14K	Jun 30, 26	-1.23K	0.01%
HighTower Advisors, LLC	13.14K	Jun 30, 26	+480	0.01%
Foundations Investment Advisors, LLC	13.11K	Jun 30, 26	-1.02K	0.01%
Patriot Financial Group Insurance Agency, LLC	12.66K	Jun 30, 26	-10.29K	0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	12.59K	Jun 30, 26	+552	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	12.23K	Jun 30, 26	-111	0.01%
Ignite Planners, LLC	12.05K	Jun 30, 26	--	0.01%
Cerity Partners LLC	12.02K	Jun 30, 26	-918	0.01%
Richmond Investment Services, LLC	11.95K	Jun 30, 26	-11.95K	0.01%
Barnes Wealth Management Group, Inc	11.85K	Jun 30, 26	-190	0.01%
PFG Advisors	11.66K	Jun 30, 26	-3.19K	0.01%
PRIVATE TRUST CO NA	11.35K	Jun 30, 26	--	0.01%
Valley Brook Capital Group, Inc.	11.29K	Jun 30, 26	+29	0.01%
TrueWealth Advisors, LLC	11.14K	Jun 30, 26	+11.14K	0.01%
PFG Investments, LLC	11.09K	Jun 30, 26	+11.09K	0.01%
Western Wealth Management, LLC	10.95K	Jun 30, 26	+638	0.01%
IMG Wealth Management, Inc.	10.93K	Jun 30, 26	+5.34K	0.01%
Waverly Advisors, LLC	10.79K	Jun 30, 26	+444	0.01%
Stratos Wealth Partners, LTD.	10.79K	Jun 30, 26	+65	0.01%
Aurora Private Wealth, Inc.	10.58K	Jun 30, 26	+10.58K	0.01%
Clearwater Capital Advisors, LLC	10.44K	Jun 30, 26	-2.21K	0.01%
Wealthcare Advisory Partners LLC	10.43K	Jun 30, 26	+235	0.01%
Total Clarity Wealth Management, Inc.	10.24K	Jun 30, 26	+10.24K	0.01%
Ferguson Shapiro LLC	10.03K	Jun 30, 26	+214	0.01%
BlueChip Wealth Advisors LLC	10.00K	Jun 30, 26	+10.00K	0.01%
Keystone Financial Group	9.09K	Jun 30, 26	+9.09K	0.01%
Hilltop Holdings Inc.	9.08K	Jun 30, 26	--	0.01%
Rooted Wealth Advisors, Inc.	8.44K	Jun 30, 26	+8.44K	0.01%
Dunhill Financial, LLC	7.10K	Jun 30, 26	-1.80K	0.01%
Aptus Capital Advisors, LLC	6.03K	Jun 30, 26	+523	0.01%
Medallion Wealth Advisors, LLC	5.30K	Jun 30, 26	+5.10K	0.01%
Bullseye Investment Management, LLC	4.99K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	4.60K	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	4.42K	Jun 30, 26	-1.19K	0.00%
Global Retirement Partners, LLC	4.21K	Jun 30, 26	+4.21K	0.00%
Ashton Thomas Private Wealth, LLC	4.08K	Jun 30, 26	+84	0.00%
FIFTH THIRD BANCORP	3.11K	Jun 30, 26	-7.73K	0.00%
NBC SECURITIES, INC.	3.00K	Jun 30, 26	+736	0.00%
GILPIN WEALTH MANAGEMENT, LLC	2.88K	Jun 30, 26	+925	0.00%
Transamerica Financial Advisors, Inc.	2.70K	Jun 30, 26	+2.70K	0.00%
HUNTINGTON NATIONAL BANK	1.80K	Jun 30, 26	+1.80K	0.00%
Navigoe, LLC	1.78K	Jun 30, 26	+1.78K	0.00%
SBI Securities Co., Ltd.	1.36K	Jun 30, 26	-95	0.00%
Golden State Equity Partners	1.13K	Jun 30, 26	--	0.00%
Benson Wealth Management INC	884	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	755	Jun 30, 26	--	0.00%
Horizon Investments, LLC	750	Jun 30, 26	-750	0.00%
Jackson, Grant Investment Advisers, Inc.	734	Jun 30, 26	--	0.00%
GAMMA Investing LLC	559	Jun 30, 26	--	0.00%
KERR FINANCIAL PLANNING Corp	550	Jun 30, 26	--	0.00%
ASSETMARK, INC	523	Jun 30, 26	+8	0.00%
MERCER GLOBAL ADVISORS INC /ADV	418	Jun 30, 26	+418	0.00%
JONES FINANCIAL COMPANIES LLLP	404	Jun 30, 26	+404	0.00%
Highland Investment Advisors LLC	403	Jun 30, 26	+403	0.00%
GoalVest Advisory LLC	388	Jun 30, 26	+388	0.00%
Investors Portfolio Services LLC	260	Jun 30, 26	+14	0.00%
Tower Research Capital LLC (TRC)	120	Jun 30, 26	+120	0.00%
UBS Group AG	91	Jun 30, 26	-506	0.00%
TUCKER ASSET MANAGEMENT LLC	29	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	14	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	10	Jun 30, 26	+10	0.00%
Rossby Financial, LCC	--	Jun 30, 26	-1.27K	--
INSIGNEO ADVISORY SERVICES, LLC	--	Jun 30, 26	-14.41K	--
MAI Capital Management	--	Jun 30, 26	-3.31K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-18	--
Advisory Services Network, LLC	--	Jun 30, 26	-6.58K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-12.96K	--
LOWE BROCKENBROUGH & CO INC	--	Jun 30, 26	-2.00K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-882	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-27.94K	--
CX Institutional	--	Jun 30, 26	-123	--
WCG Wealth Advisors LLC	--	Jun 30, 26	-12.80K	--
Mosley Wealth Management	--	Jun 30, 26	-87	--
Mariner, LLC	--	Jun 30, 26	-50.03K	--
Global Assets Advisory, LLC	--	Jun 30, 26	-8.50K	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-1.05K	--
CWM, LLC	861.38K	Mar 31, 26	+202.59K	0.87%
Jaffetilchin Investment Partners, LLC	15.70K	Mar 31, 26	+5.66K	0.02%
Financial Gravity Asset Management, Inc.	518	Mar 31, 26	-1.51K	0.00%
Janney Capital Management LLC	128.23K	Dec 31, 25	-1.08K	0.13%
Edge Financial Advisors LLC	17.78K	Dec 31, 25	+7.59K	0.02%
ORG Partners LLC	2.00K	Dec 31, 25	--	0.00%
COMERICA BANK	1.85K	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-8.95K	--
SYNOVUS FINANCIAL CORP	30.47K	Sep 30, 25	+30.47K	0.03%
AVANTAX ADVISORY SERVICES, INC.	128.69K	Jun 30, 25	-1.99K	0.13%
Atria Wealth Solutions, Inc.	60.70K	Jun 30, 25	-111.18K	0.06%
Legacy Investment Solutions, LLC	28.65K	Jun 30, 25	+28.65K	0.03%
Tyler-Stone Wealth Management	16.33K	Jun 30, 25	+371	0.02%
Transform Wealth, LLC	41.63K	Mar 31, 25	+41.63K	0.04%
Orion Portfolio Solutions, LLC	21.47K	Mar 31, 25	+21.47K	0.02%
Householder Group Estate & Retirement Specialist, LLC	33.90K	Dec 31, 24	-3.99K	0.03%
TAP Consulting, LLC	13.52K	Dec 31, 24	+13.52K	0.01%
Raymond James Financial Services Advisors, Inc.	1.73M	Sep 30, 24	-38.22K	1.74%
RAYMOND JAMES & ASSOCIATES	518.79K	Sep 30, 24	+15.76K	0.52%
CEDRUS LLC	55.86K	Sep 30, 24	+29.10K	0.06%
BENJAMIN F. EDWARDS & COMPANY, INC.	9.76K	Jun 30, 24	-2.30K	0.01%
Cetera Advisors LLC	344.55K	Mar 31, 24	+175.36K	0.35%
Cetera Advisor Networks LLC	73.54K	Mar 31, 24	+14.18K	0.07%
Truadvice, LLC	13.56K	Sep 30, 23	-1.32K	0.01%
TimeScale Financial, Inc.	3.69K	Jun 30, 23	--	0.00%
American Portfolios Advisors	523	Sep 30, 22	+523	0.00%
REGENTATLANTIC CAPITAL LLC	--	Sep 30, 22	-22.36K	--
OLD MISSION CAPITAL, LLC	26.07K	Dec 31, 20	+26.07K	0.03%
Reby Advisors, LLC	1.41K	Dec 31, 20	+1.41K	0.00%
Winslow, Evans & Crocker, Inc.	1.39K	Dec 31, 20	-10	0.00%
Lucia Wealth Services, LLC	51.52K	Sep 30, 20	-4.04K	0.05%
First Allied Advisory Services, Inc.	13.70K	Sep 30, 20	+412	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	36.31K	Dec 31, 19	+1.22K	0.04%
Advisor Group, Inc.	6.86K	Dec 31, 19	-445	0.01%
AVIANCE CAPITAL MANAGEMENT, LLC	167	Mar 31, 19	-37	0.00%
BB&T INVESTMENT SERVICES, INC.	2.65K	Dec 31, 17	+2.65K	0.00%
Commonwealth Equity Services, Inc	22.97K	Jun 30, 17	+10.27K	0.02%
MSI Financial Services Inc	5.10K	Dec 31, 16	+623	0.01%

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Holder

Date

Change

% Held

LPL Financial LLC

11.07M

Jun 30, 26

+1.44M

11.12%

WELLS FARGO & COMPANY/MN

7.62M

Jun 30, 26

+760.88K

7.65%

RAYMOND JAMES FINANCIAL INC

4.42M

Jun 30, 26

+515.80K

4.44%

ENVESTNET ASSET MANAGEMENT INC

3.86M

Jun 30, 26

+79.01K

3.88%

AMERIPRISE FINANCIAL INC

3.33M

Jun 30, 26

+1.32M

3.34%

D.A. DAVIDSON & CO.

3.13M

Jun 30, 26

+115.38K

3.14%

ROYAL BANK OF CANADA

2.80M

Jun 30, 26

+274.14K

2.81%

Ergawealth Advisors, Inc.

2.65M

Jun 30, 26

+281.78K

2.66%

COMMONWEALTH EQUITY SERVICES, LLC

1.98M

Jun 30, 26

+84.92K

1.99%

Cetera Investment Advisers

1.93M

Jun 30, 26

+109.61K

1.93%

Janney Montgomery Scott LLC

750.99K

Jun 30, 26

+71.74K

0.75%

TWO SIGMA INVESTMENTS, LP

707.20K

Jun 30, 26

+184.50K

0.71%

STIFEL FINANCIAL CORP

597.67K

Jun 30, 26

+4.49K

0.60%

ADVISOR GROUP HOLDINGS, INC.

556.38K

Jun 30, 26

+122.29K

0.56%

Cambridge Investment Research Advisors, Inc.

533.81K

Jun 30, 26

+26.41K

0.54%

Baird Financial Group, Inc.

482.56K

Jun 30, 26

+190.46K

0.48%

Advisor OS, LLC

440.39K

Jun 30, 26

+28.95K

0.44%

MJP ASSOCIATES INC /ADV

438.63K

Jun 30, 26

+28.95K

0.44%

Sun Financial Inc

422.86K

Jun 30, 26

+20.99K

0.42%

TCG Advisory Services, LLC

412.41K

Jun 30, 26

+6.44K

0.41%

Snowden Capital Advisors LLC

409.60K

Jun 30, 26

+15.36K

0.41%

SHP Wealth Management

402.53K

Jun 30, 26

+28.27K

0.40%

ARQ WEALTH ADVISORS, LLC

341.99K

Jun 30, 26

+123.04K

0.34%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

314.22K

Jun 30, 26

+14.18K

0.32%

CreativeOne Wealth, LLC

311.22K

Jun 30, 26

-298

0.31%

Ameritas Advisory Services, LLC

303.00K

Jun 30, 26

+262.71K

0.30%

SRS Capital Advisors, Inc.

293.69K

Jun 30, 26

+69.69K

0.30%

TRUIST FINANCIAL CORP

285.47K

Jun 30, 26

+57.67K

0.29%

Equitable Holdings, Inc.

273.88K

Jun 30, 26

+44.74K

0.28%

Rockefeller Capital Management L.P.

270.39K

Jun 30, 26

+13.77K

0.27%

Cooper Financial Group

258.36K

Jun 30, 26

-39.60K

0.26%

Archer Investment Corp

256.02K

Jun 30, 26

+21.10K

0.26%

RiverTree Advisors, LLC

253.24K

Jun 30, 26

+41.85K

0.25%

Kestra Advisory Services, LLC

244.99K

Jun 30, 26

+32.00K

0.25%

MML INVESTORS SERVICES, LLC

231.31K

Jun 30, 26

+81.38K

0.23%

HBW Advisory Services LLC

226.91K

Jun 30, 26

+7.38K

0.23%

Farther Finance Advisors, LLC

221.03K

Jun 30, 26

+68.17K

0.22%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

219.14K

Jun 30, 26

+20.78K

0.22%

Chicago Partners Investment Group LLC

214.23K

Jun 30, 26

+23.66K

0.22%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

211.88K

Jun 30, 26

+211.88K

0.21%

ZRC WEALTH MANAGEMENT, LLC

206.65K

Jun 30, 26

+424

0.21%

INDEPENDENT FINANCIAL GROUP, LLC

194.93K

Jun 30, 26

+136.63K

0.20%

Ausdal Financial Partners, Inc.

189.15K

Jun 30, 26

+11.75K

0.19%

RFG Advisory, LLC

188.69K

Jun 30, 26

+73.64K

0.19%

Perennial Investment Advisors, LLC

177.81K

Jun 30, 26

+12.45K

0.18%

Mutual Advisors, LLC

173.53K

Jun 30, 26

-13.04K

0.17%

FIRST TRUST ADVISORS LP

173.02K

Jun 30, 26

+9.42K

0.17%

HARBOUR INVESTMENTS, INC.

169.19K

Jun 30, 26

+10.88K

0.17%

Concurrent Investment Advisors, LLC

165.98K

Jun 30, 26

+20.94K

0.17%

Steward Partners Investment Advisory, LLC

163.36K

Jun 30, 26

+36.08K

0.16%

Integrated Wealth Concepts LLC

144.90K

Jun 30, 26

-5.43K

0.15%

Prospera Financial Services Inc

143.20K

Jun 30, 26

-21.07K

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

143.09K

Jun 30, 26

-11.24K

0.14%

Legacy Wealth Managment, LLC/ID

137.97K

Jun 30, 26

+67.42K

0.14%

US BANCORP \DE\

127.50K

Jun 30, 26

+20.27K

0.13%

Merkkuri Wealth Advisors LLC

126.66K

Jun 30, 26

-22.89K

0.13%

Capital Investment Advisory Services, LLC

124.63K

Jun 30, 26

+2.01K

0.13%

IHT Wealth Management, LLC

117.59K

Jun 30, 26

-41

0.12%

ARWA LLC

117.01K

Jun 30, 26

+41.64K

0.12%

Geneos Wealth Management Inc.

116.03K

Jun 30, 26

+15.32K

0.12%

Private Advisor Group, LLC

111.50K

Jun 30, 26

+43.11K

0.11%

Goldstone Financial Group, LLC

110.18K

Jun 30, 26

-1.90K

0.11%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

109.43K

Jun 30, 26

+9.52K

0.11%

Kingsview Wealth Management, LLC

108.09K

Jun 30, 26

+25.77K

0.11%

Mission Financial Group, LLC

104.58K

Jun 30, 26

+104.58K

0.11%

NewEdge Advisors, LLC

102.95K

Jun 30, 26

+36.52K

0.10%

Resources Investment Advisors, LLC.

96.39K

Jun 30, 26

0.10%

KINGSWOOD WEALTH ADVISORS, LLC

92.82K

Jun 30, 26

+16.03K

0.09%

Sequent Planning LLC

91.76K

Jun 30, 26

-16.82K

0.09%

Etesian Wealth Advisors, Inc.

90.72K

Jun 30, 26

+1.57K

0.09%

Brookstone Capital Management

85.47K

Jun 30, 26

+4.77K

0.09%

DAVIDSON TRUST CO

82.67K

Jun 30, 26

-2.65K

0.08%

AE Wealth Management LLC

73.11K

Jun 30, 26

+22.23K

0.07%

Beacon Pointe Advisors, LLC

72.37K

Jun 30, 26

+8.35K

0.07%

Cornerstone Wealth Management, LLC

69.90K

Jun 30, 26

+9.70K

0.07%

Fermata Advisors, LLC

69.54K

Jun 30, 26

+2.21K

0.07%

Triumph Capital Management

67.47K

Jun 30, 26

+3.40K

0.07%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

67.32K

Jun 30, 26

+5.77K

0.07%

Anchor Capital Management Group Inc

67.00K

Jun 30, 26

0.07%

LVZ, Inc.

66.92K

Jun 30, 26

+2.77K

0.07%

CoreCap Advisors, LLC

63.20K

Jun 30, 26

-2.82K

0.06%

PRINCIPAL SECURITIES, INC.

62.97K

Jun 30, 26

-32.23K

0.06%

STEPHENS INC /AR/

62.11K

Jun 30, 26

+45.84K

0.06%

Regal Investment Advisors LLC

61.01K

Jun 30, 26

+1.79K

0.06%

Sigma Planning Corp

60.32K

Jun 30, 26

+7.47K

0.06%

Balboa Wealth Partners

59.61K

Jun 30, 26

+300

0.06%

Quad-Cities Investment Group, LLC

53.43K

Jun 30, 26

+1.72K

0.05%

Summit Financial, LLC

53.18K

Jun 30, 26

+3.87K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

52.84K

Jun 30, 26

+6.67K

0.05%

American Institute for Advanced Investment Management, LLP

52.12K

Jun 30, 26

-200

0.05%

OPPENHEIMER & CO INC

50.92K

Jun 30, 26

+9.51K

0.05%

Moors & Cabot, Inc.

49.66K

Jun 30, 26

+7.42K

0.05%

Signature Equity Partners, LLC

48.66K

Jun 30, 26

+898

0.05%

Accel Wealth Management

47.00K

Jun 30, 26

-800

0.05%

Elevation Wealth Management LLC

45.58K

Jun 30, 26

0.05%

Pensionmark Financial Group, LLC

45.36K

Jun 30, 26

+9.95K

0.05%

Kovack Advisors, Inc.

45.33K

Jun 30, 26

+14.43K

0.05%

Uniting Wealth Partners, LLC

43.86K

Jun 30, 26

+30.14K

0.04%

Gateway Wealth Partners, LLC

42.03K

Jun 30, 26

-18.45K

0.04%

Pinnacle Financial Partners, Inc.

41.53K

Jun 30, 26

+4.89K

0.04%

J.W. COLE ADVISORS, INC.

40.81K

Jun 30, 26

+8.63K

0.04%

Aventura Private Wealth, LLC

40.10K

Jun 30, 26

+19.66K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

39.19K

Jun 30, 26

-1.88K

0.04%

AMERIFLEX GROUP, INC.

39.09K

Jun 30, 26

+198

0.04%

MARSHALL INVESTMENT MANAGEMENT, LLC

38.26K

Jun 30, 26

+19.78K

0.04%

Golden State Wealth Management, LLC

37.39K

Jun 30, 26

+2.68K

0.04%

GTS SECURITIES LLC

37.16K

Jun 30, 26

+37.16K

0.04%

BENJAMIN EDWARDS INC

36.57K

Jun 30, 26

-2.53K

0.04%

Mount Yale Investment Advisors, LLC

36.35K

Jun 30, 26

+36.35K

0.04%

Vestmark Advisory Solutions, Inc.

36.35K

Jun 30, 26

+36.35K

0.04%

Southland Equity Partners LLC

36.21K

Jun 30, 26

+10.88K

0.04%

PUFF WEALTH MANAGEMENT, LLC

35.85K

Jun 30, 26

+35.85K

0.04%

Alessandra Capital Management, LLC

34.13K

Jun 30, 26

+900

0.03%

HRT FINANCIAL LP

32.48K

Jun 30, 26

+32.48K

0.03%

Belpointe Asset Management LLC

31.27K

Jun 30, 26

-551

0.03%

PMG Family Office LLC

30.71K

Jun 30, 26

+2.26K

0.03%

WESBANCO BANK INC

30.04K

Jun 30, 26

+5.79K

0.03%

Capital Analysts, LLC

28.38K

Jun 30, 26

+1.99K

0.03%

IFP Advisors, Inc

28.17K

Jun 30, 26

+2.11K

0.03%

Goldenstone Wealth Management LLC

27.43K

Jun 30, 26

+15.84K

0.03%

Sanctuary Advisors, LLC

27.33K

Jun 30, 26

-359

0.03%

Independent Wealth Network Inc.

27.33K

Jun 30, 26

-1.16K

0.03%

ADAMSBROWN WEALTH CONSULTANTS LLC

27.18K

Jun 30, 26

+2.63K

0.03%

Core Wealth Partners LLC

27.18K

Jun 30, 26

-7.16K

0.03%

PRIVATE CLIENT SERVICES, LLC

26.70K

Jun 30, 26

+5.29K

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

25.98K

Jun 30, 26

+13.13K

0.03%

SILVER OAK SECURITIES, INCORPORATED

25.50K

Jun 30, 26

-17.60K

0.03%

Sovran Advisors, LLC

25.41K

Jun 30, 26

-3.18K

0.03%

Clear Creek Financial Management, LLC

24.31K

Jun 30, 26

-527

0.02%

CITADEL ADVISORS LLC

24.27K

Jun 30, 26

-18.90K

0.02%

KKM Financial LLC

23.60K

Jun 30, 26

+8.73K

0.02%

SCOTIA CAPITAL INC.

23.57K

Jun 30, 26

+2.17K

0.02%

AQR CAPITAL MANAGEMENT LLC

23.12K

Jun 30, 26

+1.98K

0.02%

NOVEM GROUP

23.05K

Jun 30, 26

+10.26K

0.02%

FSB PREMIER WEALTH MANAGEMENT, INC.

22.71K

Jun 30, 26

+369

0.02%

Gladstone Institutional Advisory LLC

22.40K

Jun 30, 26

-3.30K

0.02%

BANK OF MONTREAL /CAN/

21.93K

Jun 30, 26

+19.73K

0.02%

Scarborough Advisors, LLC

21.54K

Jun 30, 26

+21.54K

0.02%

MORGAN STANLEY

21.37K

Jun 30, 26

-4.68K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

21.32K

Jun 30, 26

+3.28K

0.02%

Main Line Retirement Advisors, LLC

20.90K

Jun 30, 26

-20.90K

0.02%

Insight Advisors, LLC/ PA

20.44K

Jun 30, 26

+183

0.02%

CENTAURUS FINANCIAL, INC.

20.21K

Jun 30, 26

+713

0.02%

IFG Advisory, LLC

20.17K

Jun 30, 26

+20.17K

0.02%

LANGLEY WEALTH MANAGEMENT, LLC

20.09K

Jun 30, 26

+20.09K

0.02%

GENTRY PRIVATE WEALTH, LLC

19.37K

Jun 30, 26

-1.95K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

19.01K

Jun 30, 26

+6.28K

0.02%

Pasadena Private Wealth, LLC

18.65K

Jun 30, 26

0.02%

Everest Financial Group LLC

18.50K

Jun 30, 26

0.02%

OLD MISSION CAPITAL LLC

18.48K

Jun 30, 26

+18.48K

0.02%

Asset Allocation Strategies LLC

18.48K

Jun 30, 26

+6.29K

0.02%

Advyzon Investment Management, LLC

18.05K

Jun 30, 26

+3.80K

0.02%

Cyndeo Wealth Partners, LLC

17.82K

Jun 30, 26

+2.67K

0.02%

Keating Financial Advisory Services, Inc.

17.80K

Jun 30, 26

-1.20K

0.02%

SMITH, MOORE & CO.

17.41K

Jun 30, 26

+333

0.02%

Redmond Asset Management, LLC

16.99K

Jun 30, 26

-43

0.02%

Advisory Advocates, LLC

16.80K

Jun 30, 26

+1.00K

0.02%

Treasure Coast Financial Planning

16.75K

Jun 30, 26

-1.29K

0.02%

Strategic Financial Concepts, LLC

16.64K

Jun 30, 26

-116.06K

0.02%

StoneX Group Inc.

16.18K

Jun 30, 26

0.02%

Thompson David Blair

15.21K

Jun 30, 26

-2.58K

0.02%

Sachetta, LLC

14.54K

Jun 30, 26

+927

0.01%

Insight Wealth Strategies, LLC

14.08K

Jun 30, 26

+163

0.01%

Castle Rock Wealth Management, LLC

14.05K

Jun 30, 26

-816

0.01%

Van Diest Capital, LLC

13.58K

Jun 30, 26

+13.58K

0.01%

PCG Wealth Advisors, LLC

13.36K

Jun 30, 26

+13.36K

0.01%

CHANNEL WEALTH LLC

13.14K

Jun 30, 26

-1.23K

0.01%

HighTower Advisors, LLC

13.14K

Jun 30, 26

+480

0.01%

Foundations Investment Advisors, LLC

13.11K

Jun 30, 26

-1.02K

0.01%

Patriot Financial Group Insurance Agency, LLC

12.66K

Jun 30, 26

-10.29K

0.01%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

12.59K

Jun 30, 26

+552

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

12.23K

Jun 30, 26

-111

0.01%

Ignite Planners, LLC

12.05K

Jun 30, 26

0.01%

Cerity Partners LLC

12.02K

Jun 30, 26

-918

0.01%

Richmond Investment Services, LLC

11.95K

Jun 30, 26

-11.95K

0.01%

Barnes Wealth Management Group, Inc

11.85K

Jun 30, 26

-190

0.01%

PFG Advisors

11.66K

Jun 30, 26

-3.19K

0.01%

PRIVATE TRUST CO NA

11.35K

Jun 30, 26

0.01%

Valley Brook Capital Group, Inc.

11.29K

Jun 30, 26

+29

0.01%

TrueWealth Advisors, LLC

11.14K

Jun 30, 26

+11.14K

0.01%

PFG Investments, LLC

11.09K

Jun 30, 26

+11.09K

0.01%

Western Wealth Management, LLC

10.95K

Jun 30, 26

+638

0.01%

IMG Wealth Management, Inc.

10.93K

Jun 30, 26

+5.34K

0.01%

Waverly Advisors, LLC

10.79K

Jun 30, 26

+444

0.01%

Stratos Wealth Partners, LTD.

10.79K

Jun 30, 26

+65

0.01%

Aurora Private Wealth, Inc.

10.58K

Jun 30, 26

+10.58K

0.01%

Clearwater Capital Advisors, LLC

10.44K

Jun 30, 26

-2.21K

0.01%

Wealthcare Advisory Partners LLC

10.43K

Jun 30, 26

+235

0.01%

Total Clarity Wealth Management, Inc.

10.24K

Jun 30, 26

+10.24K

0.01%

Ferguson Shapiro LLC

10.03K

Jun 30, 26

+214

0.01%

BlueChip Wealth Advisors LLC

10.00K

Jun 30, 26

+10.00K

0.01%

Keystone Financial Group

9.09K

Jun 30, 26

+9.09K

0.01%

Hilltop Holdings Inc.

9.08K

Jun 30, 26

0.01%

Rooted Wealth Advisors, Inc.

8.44K

Jun 30, 26

+8.44K

0.01%

Dunhill Financial, LLC

7.10K

Jun 30, 26

-1.80K

0.01%

Aptus Capital Advisors, LLC

6.03K

Jun 30, 26

+523

0.01%

Medallion Wealth Advisors, LLC

5.30K

Jun 30, 26

+5.10K

0.01%

Bullseye Investment Management, LLC

4.99K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

4.60K

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

4.42K

Jun 30, 26

-1.19K

0.00%

Global Retirement Partners, LLC

4.21K

Jun 30, 26

+4.21K

0.00%

Ashton Thomas Private Wealth, LLC

4.08K

Jun 30, 26

+84

0.00%

FIFTH THIRD BANCORP

3.11K

Jun 30, 26

-7.73K

0.00%

NBC SECURITIES, INC.

3.00K

Jun 30, 26

+736

0.00%

GILPIN WEALTH MANAGEMENT, LLC

2.88K

Jun 30, 26

+925

0.00%

Transamerica Financial Advisors, Inc.

2.70K

Jun 30, 26

+2.70K

0.00%

HUNTINGTON NATIONAL BANK

1.80K

Jun 30, 26

+1.80K

0.00%

Navigoe, LLC

1.78K

Jun 30, 26

+1.78K

0.00%

SBI Securities Co., Ltd.

1.36K

Jun 30, 26

-95

0.00%

Golden State Equity Partners

1.13K

Jun 30, 26

0.00%

Benson Wealth Management INC

884

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

755

Jun 30, 26

0.00%

Horizon Investments, LLC

750

Jun 30, 26

-750

0.00%

Jackson, Grant Investment Advisers, Inc.

734

Jun 30, 26

0.00%

GAMMA Investing LLC

559

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

550

Jun 30, 26

0.00%

ASSETMARK, INC

523

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

418

Jun 30, 26

+418

0.00%

JONES FINANCIAL COMPANIES LLLP

404

Jun 30, 26

+404

0.00%

Highland Investment Advisors LLC

403

Jun 30, 26

+403

0.00%

GoalVest Advisory LLC

388

Jun 30, 26

+388

0.00%

Investors Portfolio Services LLC

260

Jun 30, 26

+14

0.00%

Tower Research Capital LLC (TRC)

120

Jun 30, 26

+120

0.00%

UBS Group AG

Jun 30, 26

-506

0.00%

TUCKER ASSET MANAGEMENT LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+10

0.00%

Rossby Financial, LCC

Jun 30, 26

-1.27K

INSIGNEO ADVISORY SERVICES, LLC

Jun 30, 26

-14.41K

MAI Capital Management

Jun 30, 26

-3.31K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-18

Advisory Services Network, LLC

Jun 30, 26

-6.58K

Brinker Capital Investments, LLC

Jun 30, 26

-12.96K

LOWE BROCKENBROUGH & CO INC

Jun 30, 26

-2.00K

Sound Income Strategies, LLC

Jun 30, 26

-882

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-27.94K

CX Institutional

Jun 30, 26

-123

WCG Wealth Advisors LLC

Jun 30, 26

-12.80K

Mosley Wealth Management

Jun 30, 26

-87

Mariner, LLC

Jun 30, 26

-50.03K

Global Assets Advisory, LLC

Jun 30, 26

-8.50K

Innovative Asset Advisors Group, LLC

Jun 30, 26

-1.05K

CWM, LLC

861.38K

Mar 31, 26

+202.59K

0.87%

Jaffetilchin Investment Partners, LLC

15.70K

Mar 31, 26

+5.66K

0.02%

Financial Gravity Asset Management, Inc.

518

Mar 31, 26

-1.51K

0.00%

Janney Capital Management LLC

128.23K

Dec 31, 25

-1.08K

0.13%

Edge Financial Advisors LLC

17.78K

Dec 31, 25

+7.59K

0.02%

ORG Partners LLC

2.00K

Dec 31, 25

0.00%

COMERICA BANK

1.85K

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-8.95K

SYNOVUS FINANCIAL CORP

30.47K

Sep 30, 25

+30.47K

0.03%

AVANTAX ADVISORY SERVICES, INC.

128.69K

Jun 30, 25

-1.99K

0.13%

Atria Wealth Solutions, Inc.

60.70K

Jun 30, 25

-111.18K

0.06%

Legacy Investment Solutions, LLC

28.65K

Jun 30, 25

+28.65K

0.03%

Tyler-Stone Wealth Management

16.33K

Jun 30, 25

+371

0.02%

Transform Wealth, LLC

41.63K

Mar 31, 25

+41.63K

0.04%

Orion Portfolio Solutions, LLC

21.47K

Mar 31, 25

+21.47K

0.02%

Householder Group Estate & Retirement Specialist, LLC

33.90K

Dec 31, 24

-3.99K

0.03%

TAP Consulting, LLC

13.52K

Dec 31, 24

+13.52K

0.01%

Raymond James Financial Services Advisors, Inc.

1.73M

Sep 30, 24

-38.22K

1.74%

RAYMOND JAMES & ASSOCIATES

518.79K

Sep 30, 24

+15.76K

0.52%

CEDRUS LLC

55.86K

Sep 30, 24

+29.10K

0.06%

BENJAMIN F. EDWARDS & COMPANY, INC.

9.76K

Jun 30, 24

-2.30K

0.01%

Cetera Advisors LLC

344.55K

Mar 31, 24

+175.36K

0.35%

Cetera Advisor Networks LLC

73.54K

Mar 31, 24

+14.18K

0.07%

Truadvice, LLC

13.56K

Sep 30, 23

-1.32K

0.01%

TimeScale Financial, Inc.

3.69K

Jun 30, 23

0.00%

American Portfolios Advisors

523

Sep 30, 22

+523

0.00%

REGENTATLANTIC CAPITAL LLC

Sep 30, 22

-22.36K

OLD MISSION CAPITAL, LLC

26.07K

Dec 31, 20

+26.07K

0.03%

Reby Advisors, LLC

1.41K

Dec 31, 20

+1.41K

0.00%

Winslow, Evans & Crocker, Inc.

1.39K

Dec 31, 20

-10

0.00%

Lucia Wealth Services, LLC

51.52K

Sep 30, 20

-4.04K

0.05%

First Allied Advisory Services, Inc.

13.70K

Sep 30, 20

+412

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

36.31K

Dec 31, 19

+1.22K

0.04%

Advisor Group, Inc.

6.86K

Dec 31, 19

-445

0.01%

AVIANCE CAPITAL MANAGEMENT, LLC

167

Mar 31, 19

-37

0.00%

BB&T INVESTMENT SERVICES, INC.

2.65K

Dec 31, 17

+2.65K

0.00%

Commonwealth Equity Services, Inc

22.97K

Jun 30, 17

+10.27K

0.02%

MSI Financial Services Inc

5.10K

Dec 31, 16

+623

0.01%