iShares MSCI USA Quality GARP ETF(GARP)

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iShares MSCI USA Quality GARP ETF(GARP)

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$80.48—

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GARP(GARP)

GARP

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 155 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	2.18M	Mar 31, 26	+862.07K	19.54%
MORGAN STANLEY	798.23K	Mar 31, 26	+532.21K	7.16%
Resonant Capital Advisors, LLC	784.59K	Mar 31, 26	+784.59K	7.04%
RAYMOND JAMES FINANCIAL INC	756.96K	Mar 31, 26	+319.32K	6.79%
Cetera Investment Advisers	612.56K	Mar 31, 26	+123.76K	5.49%
BANK OF AMERICA CORP /DE/	546.19K	Mar 31, 26	+186.93K	4.90%
Cambridge Investment Research Advisors, Inc.	536.66K	Mar 31, 26	+7.05K	4.81%
ENVESTNET ASSET MANAGEMENT INC	502.13K	Mar 31, 26	+161.38K	4.50%
LANDAAS & CO /WI /ADV	467.81K	Mar 31, 26	+23.84K	4.20%
INDEPENDENT FINANCIAL GROUP, LLC	373.94K	Mar 31, 26	+3.74K	3.35%
ADVISOR GROUP HOLDINGS, INC.	350.59K	Mar 31, 26	+163.05K	3.14%
GREAT VALLEY ADVISOR GROUP, INC.	344.71K	Mar 31, 26	+14.80K	3.09%
MML INVESTORS SERVICES, LLC	341.46K	Mar 31, 26	+93.35K	3.06%
Capital Analysts, LLC	331.02K	Mar 31, 26	+172.51K	2.97%
PARK NATIONAL CORP /OH/	308.08K	Mar 31, 26	+12.71K	2.76%
COMMONWEALTH EQUITY SERVICES, LLC	297.01K	Mar 31, 26	+219	2.66%
ARQ WEALTH ADVISORS, LLC	251.10K	Mar 31, 26	+27.98K	2.25%
Planned Solutions, Inc.	240.83K	Mar 31, 26	+5.57K	2.16%
STIFEL FINANCIAL CORP	236.13K	Mar 31, 26	+30.33K	2.12%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	224.44K	Mar 31, 26	+224.44K	2.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	220.43K	Mar 31, 26	+52.23K	1.98%
Equitable Holdings, Inc.	199.84K	Mar 31, 26	+160.39K	1.79%
Carr Financial Group Corp	190.06K	Mar 31, 26	+190.06K	1.70%
HighTower Advisors, LLC	169.05K	Mar 31, 26	+10.60K	1.52%
VALLEY NATIONAL ADVISERS INC	161.99K	Mar 31, 26	-68.26K	1.45%
D'Orazio & Associates, Inc.	158.95K	Mar 31, 26	+6.58K	1.43%
Financial Network Wealth Management LLC	151.14K	Mar 31, 26	+3.48K	1.36%
Certified Advisory Corp	133.44K	Mar 31, 26	+97.69K	1.20%
Sigma Planning Corp	129.07K	Mar 31, 26	+129.07K	1.16%
CGN Advisors LLC	111.36K	Mar 31, 26	+24.44K	1.00%
Lakeshore Capital Group, Inc.	108.80K	Mar 31, 26	+3.47K	0.98%
PRINCIPAL SECURITIES, INC.	102.97K	Mar 31, 26	+3.51K	0.92%
GW HENSSLER & ASSOCIATES LTD	99.53K	Mar 31, 26	+39.50K	0.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	80.86K	Mar 31, 26	+74.53K	0.73%
FIRST TRUST ADVISORS LP	75.80K	Mar 31, 26	-1.64K	0.68%
Marshall & Sterling Wealth Advisors Inc.	69.52K	Mar 31, 26	+2.05K	0.62%
Stratos Wealth Advisors, LLC	69.18K	Mar 31, 26	+58.80K	0.62%
Kestra Advisory Services, LLC	63.44K	Mar 31, 26	+27.13K	0.57%
Merit Financial Group, LLC	61.15K	Mar 31, 26	+5.43K	0.55%
KESTRA PRIVATE WEALTH SERVICES, LLC	60.84K	Mar 31, 26	-1.55K	0.55%
TRUIST FINANCIAL CORP	58.94K	Mar 31, 26	+7.98K	0.53%
OPTIMA CAPITAL LLC	57.13K	Mar 31, 26	-1.81K	0.51%
CREATIVE FINANCIAL DESIGNS INC /ADV	56.72K	Mar 31, 26	+56.72K	0.51%
WJ Wealth Management, LLC	54.19K	Mar 31, 26	-2.08K	0.49%
Holistic Planning, LLC	51.12K	Mar 31, 26	+25.92K	0.46%
LEAVELL INVESTMENT MANAGEMENT, INC.	45.31K	Mar 31, 26	+24.63K	0.41%
FLOW TRADERS U.S. LLC	38.54K	Mar 31, 26	+30.47K	0.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.57K	Mar 31, 26	+29.63K	0.33%
FIRST COMMUNITY TRUST NA	36.38K	Mar 31, 26	+36.38K	0.33%
ROYAL BANK OF CANADA	33.84K	Mar 31, 26	+33.60K	0.30%
Cedar Wealth Management, LLC	31.93K	Mar 31, 26	+7.52K	0.29%
Stonebridge Wealth Management, LLC	30.11K	Mar 31, 26	+218	0.27%
CALTON & ASSOCIATES, INC.	29.38K	Mar 31, 26	+1.63K	0.26%
THOROUGHBRED FINANCIAL SERVICES, LLC	24.75K	Mar 31, 26	+4.90K	0.22%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	23.36K	Mar 31, 26	+2.98K	0.21%
Geneos Wealth Management Inc.	22.91K	Mar 31, 26	+22.91K	0.21%
LaSalle St. Investment Advisors, LLC	22.37K	Mar 31, 26	+479	0.20%
LongView Wealth Management	22.30K	Mar 31, 26	-1.49K	0.20%
Dynamic Advisor Solutions LLC	22.28K	Mar 31, 26	+3.52K	0.20%
ADAPT WEALTH ADVISORS, LLC	20.57K	Mar 31, 26	+1.61K	0.18%
Spire Wealth Management	18.60K	Mar 31, 26	+6.78K	0.17%
Bank of New York Mellon Corp	17.39K	Mar 31, 26	+11.46K	0.16%
Saxony Capital Management, LLC	16.84K	Mar 31, 26	+4.18K	0.15%
Disciplined Investments, LLC	16.77K	Mar 31, 26	--	0.15%
Rossby Financial, LCC	16.52K	Mar 31, 26	+16.51K	0.15%
CIBC WORLD MARKET INC.	14.45K	Mar 31, 26	+4.18K	0.13%
Strategic Financial Concepts, LLC	14.34K	Mar 31, 26	+14.34K	0.13%
Nova Wealth Management, Inc.	14.13K	Mar 31, 26	+6.35K	0.13%
Foundations Investment Advisors, LLC	13.95K	Mar 31, 26	-5.65K	0.13%
Golden State Wealth Management, LLC	13.25K	Mar 31, 26	+2.20K	0.12%
Prospera Financial Services Inc	12.65K	Mar 31, 26	+8.52K	0.11%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	11.72K	Mar 31, 26	+11.72K	0.11%
Breakwater Capital Group	11.24K	Mar 31, 26	+2.12K	0.10%
GOLDMAN SACHS GROUP INC	10.90K	Mar 31, 26	-176.32K	0.10%
Key Client Fiduciary Advisors, LLC	10.62K	Mar 31, 26	+6.89K	0.10%
GWN SECURITIES INC.	8.60K	Mar 31, 26	+3.08K	0.08%
CITADEL ADVISORS LLC	7.99K	Mar 31, 26	+7.99K	0.07%
FLAGSHIP WEALTH ADVISORS, LLC	7.50K	Mar 31, 26	--	0.07%
Impact Capital Partners LLC	7.49K	Mar 31, 26	+7.49K	0.07%
BROWN ADVISORY INC	7.29K	Mar 31, 26	+7.29K	0.07%
MKT Advisors LLC	7.24K	Mar 31, 26	--	0.06%
Kingsview Wealth Management, LLC	7.02K	Mar 31, 26	-430	0.06%
Moors & Cabot, Inc.	6.44K	Mar 31, 26	+6.44K	0.06%
AQR CAPITAL MANAGEMENT LLC	6.44K	Mar 31, 26	+1.95K	0.06%
RITHOLTZ WEALTH MANAGEMENT	6.37K	Mar 31, 26	+6.37K	0.06%
KEYVANTAGE WEALTH, LLC	6.15K	Mar 31, 26	-2.85K	0.06%
Integrated Wealth Concepts LLC	5.78K	Mar 31, 26	+5.78K	0.05%
Creative Planning	5.76K	Mar 31, 26	--	0.05%
KANE INVESTMENT MANAGEMENT, INC.	5.66K	Mar 31, 26	-612	0.05%
RFG Advisory, LLC	5.36K	Mar 31, 26	+5.36K	0.05%
D.A. DAVIDSON & CO.	5.09K	Mar 31, 26	+1.23K	0.05%
Csenge Advisory Group	4.93K	Mar 31, 26	--	0.04%
Janney Montgomery Scott LLC	4.79K	Mar 31, 26	+660	0.04%
US BANCORP \DE\	4.66K	Mar 31, 26	+4.66K	0.04%
HARBOUR INVESTMENTS, INC.	4.45K	Mar 31, 26	-2.09K	0.04%
JANE STREET GROUP, LLC	4.10K	Mar 31, 26	+4.10K	0.04%
Brookstone Capital Management	3.93K	Mar 31, 26	+3.93K	0.04%
Boston Partners	3.90K	Mar 31, 26	+3.90K	0.04%
Sunflower Bank, N.A.	3.71K	Mar 31, 26	+3.71K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	3.54K	Mar 31, 26	+3.54K	0.03%
Stratos Wealth Partners, LTD.	3.25K	Mar 31, 26	+3.25K	0.03%
Forefront Wealth Partners, LLC	3.19K	Mar 31, 26	+3.19K	0.03%
Advisory Services Network, LLC	2.84K	Mar 31, 26	+2.84K	0.03%
NewEdge Advisors, LLC	2.62K	Mar 31, 26	+173	0.02%
Wagner Wealth Management, LLC	2.29K	Mar 31, 26	--	0.02%
FMR LLC	2.23K	Mar 31, 26	+376	0.02%
FIFTH THIRD BANCORP	2.07K	Mar 31, 26	+1.99K	0.02%
Comprehensive Financial Planning, Inc./PA	1.82K	Mar 31, 26	+1	0.02%
Larson Financial Group LLC	1.43K	Mar 31, 26	-2	0.01%
Bogart Wealth, LLC	1.20K	Mar 31, 26	--	0.01%
High Note Wealth, LLC	1.13K	Mar 31, 26	--	0.01%
New England Capital Financial Advisors LLC	1.02K	Mar 31, 26	+1.02K	0.01%
JPMORGAN CHASE & CO	904	Mar 31, 26	-3.42K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	871	Mar 31, 26	+871	0.01%
CWM, LLC	661	Mar 31, 26	--	0.01%
Allworth Financial LP	488	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	409	Mar 31, 26	-564	0.00%
JNBA Financial Advisors	366	Mar 31, 26	+350	0.00%
Farther Finance Advisors, LLC	352	Mar 31, 26	+277	0.00%
TD Capital Management LLC	340	Mar 31, 26	--	0.00%
Trust Co	183	Mar 31, 26	+132	0.00%
Western Wealth Management, LLC	160	Mar 31, 26	+160	0.00%
Glass Jacobson Investment Advisors llc	159	Mar 31, 26	--	0.00%
AE Wealth Management LLC	155	Mar 31, 26	+155	0.00%
Archer Investment Corp	122	Mar 31, 26	+122	0.00%
JONES FINANCIAL COMPANIES LLLP	107	Mar 31, 26	+107	0.00%
Avion Wealth	54	Mar 31, 26	+20	0.00%
Aptus Capital Advisors, LLC	44	Mar 31, 26	--	0.00%
UBS Group AG	25	Mar 31, 26	-2.21K	0.00%
Newbridge Financial Services Group, Inc.	18	Mar 31, 26	--	0.00%
Wall Street Financial Group, Inc.	5	Mar 31, 26	+5	0.00%
Trexquant Investment LP	--	Mar 31, 26	-3.10K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-6.94K	--
Archer Investment Management, LLC	--	Mar 31, 26	-8.77K	--
ASSETMARK, INC	--	Mar 31, 26	-618	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-1.67K	--
Ring Mountain Capital, LLC	--	Mar 31, 26	-3.21K	--
WIN ADVISORS, INC	--	Mar 31, 26	-48.30K	--
CI Private Wealth, LLC	--	Mar 31, 26	-6.00K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-7.88K	--
FISCHER INVESTMENT STRATEGIES, LLC	--	Mar 31, 26	-7.42K	--
B&D White Capital Company, LLC	--	Mar 31, 26	-203.05K	--
Concord Wealth Partners	--	Mar 31, 26	-17	--
Steward Partners Investment Advisory, LLC	--	Mar 31, 26	-500	--
Keystone Global Partners, LLC	--	Mar 31, 26	-85.81K	--
Buckingham Strategic Partners	--	Mar 31, 26	-4.04K	--
Global Retirement Partners, LLC	3.16K	Dec 31, 25	+387	0.03%
COMERICA BANK	109	Dec 31, 25	+109	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-70	--
EWG Elevate Inc.	23.43K	Sep 30, 25	-822	0.21%
Congress Wealth Management LLC / DE /	--	Jun 30, 25	-5.04K	--
GG Group Ventures, LLC	13.51K	Dec 31, 24	+3.89K	0.12%
Raymond James Financial Services Advisors, Inc.	7.01K	Sep 30, 24	+7.01K	0.06%
Planning Capital Management Corp	1	Sep 30, 24	--	0.00%
Cetera Advisor Networks LLC	4.47K	Mar 31, 24	+4.47K	0.04%

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Holder

Date

Change

% Held

LPL Financial LLC

2.18M

Mar 31, 26

+862.07K

19.54%

MORGAN STANLEY

798.23K

Mar 31, 26

+532.21K

7.16%

Resonant Capital Advisors, LLC

784.59K

Mar 31, 26

+784.59K

7.04%

RAYMOND JAMES FINANCIAL INC

756.96K

Mar 31, 26

+319.32K

6.79%

Cetera Investment Advisers

612.56K

Mar 31, 26

+123.76K

5.49%

BANK OF AMERICA CORP /DE/

546.19K

Mar 31, 26

+186.93K

4.90%

Cambridge Investment Research Advisors, Inc.

536.66K

Mar 31, 26

+7.05K

4.81%

ENVESTNET ASSET MANAGEMENT INC

502.13K

Mar 31, 26

+161.38K

4.50%

LANDAAS & CO /WI /ADV

467.81K

Mar 31, 26

+23.84K

4.20%

INDEPENDENT FINANCIAL GROUP, LLC

373.94K

Mar 31, 26

+3.74K

3.35%

ADVISOR GROUP HOLDINGS, INC.

350.59K

Mar 31, 26

+163.05K

3.14%

GREAT VALLEY ADVISOR GROUP, INC.

344.71K

Mar 31, 26

+14.80K

3.09%

MML INVESTORS SERVICES, LLC

341.46K

Mar 31, 26

+93.35K

3.06%

Capital Analysts, LLC

331.02K

Mar 31, 26

+172.51K

2.97%

PARK NATIONAL CORP /OH/

308.08K

Mar 31, 26

+12.71K

2.76%

COMMONWEALTH EQUITY SERVICES, LLC

297.01K

Mar 31, 26

+219

2.66%

ARQ WEALTH ADVISORS, LLC

251.10K

Mar 31, 26

+27.98K

2.25%

Planned Solutions, Inc.

240.83K

Mar 31, 26

+5.57K

2.16%

STIFEL FINANCIAL CORP

236.13K

Mar 31, 26

+30.33K

2.12%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

224.44K

Mar 31, 26

+224.44K

2.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

220.43K

Mar 31, 26

+52.23K

1.98%

Equitable Holdings, Inc.

199.84K

Mar 31, 26

+160.39K

1.79%

Carr Financial Group Corp

190.06K

Mar 31, 26

+190.06K

1.70%

HighTower Advisors, LLC

169.05K

Mar 31, 26

+10.60K

1.52%

VALLEY NATIONAL ADVISERS INC

161.99K

Mar 31, 26

-68.26K

1.45%

D'Orazio & Associates, Inc.

158.95K

Mar 31, 26

+6.58K

1.43%

Financial Network Wealth Management LLC

151.14K

Mar 31, 26

+3.48K

1.36%

Certified Advisory Corp

133.44K

Mar 31, 26

+97.69K

1.20%

Sigma Planning Corp

129.07K

Mar 31, 26

+129.07K

1.16%

CGN Advisors LLC

111.36K

Mar 31, 26

+24.44K

1.00%

Lakeshore Capital Group, Inc.

108.80K

Mar 31, 26

+3.47K

0.98%

PRINCIPAL SECURITIES, INC.

102.97K

Mar 31, 26

+3.51K

0.92%

GW HENSSLER & ASSOCIATES LTD

99.53K

Mar 31, 26

+39.50K

0.89%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

80.86K

Mar 31, 26

+74.53K

0.73%

FIRST TRUST ADVISORS LP

75.80K

Mar 31, 26

-1.64K

0.68%

Marshall & Sterling Wealth Advisors Inc.

69.52K

Mar 31, 26

+2.05K

0.62%

Stratos Wealth Advisors, LLC

69.18K

Mar 31, 26

+58.80K

0.62%

Kestra Advisory Services, LLC

63.44K

Mar 31, 26

+27.13K

0.57%

Merit Financial Group, LLC

61.15K

Mar 31, 26

+5.43K

0.55%

KESTRA PRIVATE WEALTH SERVICES, LLC

60.84K

Mar 31, 26

-1.55K

0.55%

TRUIST FINANCIAL CORP

58.94K

Mar 31, 26

+7.98K

0.53%

OPTIMA CAPITAL LLC

57.13K

Mar 31, 26

-1.81K

0.51%

CREATIVE FINANCIAL DESIGNS INC /ADV

56.72K

Mar 31, 26

+56.72K

0.51%

WJ Wealth Management, LLC

54.19K

Mar 31, 26

-2.08K

0.49%

Holistic Planning, LLC

51.12K

Mar 31, 26

+25.92K

0.46%

LEAVELL INVESTMENT MANAGEMENT, INC.

45.31K

Mar 31, 26

+24.63K

0.41%

FLOW TRADERS U.S. LLC

38.54K

Mar 31, 26

+30.47K

0.35%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.57K

Mar 31, 26

+29.63K

0.33%

FIRST COMMUNITY TRUST NA

36.38K

Mar 31, 26

+36.38K

0.33%

ROYAL BANK OF CANADA

33.84K

Mar 31, 26

+33.60K

0.30%

Cedar Wealth Management, LLC

31.93K

Mar 31, 26

+7.52K

0.29%

Stonebridge Wealth Management, LLC

30.11K

Mar 31, 26

+218

0.27%

CALTON & ASSOCIATES, INC.

29.38K

Mar 31, 26

+1.63K

0.26%

THOROUGHBRED FINANCIAL SERVICES, LLC

24.75K

Mar 31, 26

+4.90K

0.22%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

23.36K

Mar 31, 26

+2.98K

0.21%

Geneos Wealth Management Inc.

22.91K

Mar 31, 26

+22.91K

0.21%

LaSalle St. Investment Advisors, LLC

22.37K

Mar 31, 26

+479

0.20%

LongView Wealth Management

22.30K

Mar 31, 26

-1.49K

0.20%

Dynamic Advisor Solutions LLC

22.28K

Mar 31, 26

+3.52K

0.20%

ADAPT WEALTH ADVISORS, LLC

20.57K

Mar 31, 26

+1.61K

0.18%

Spire Wealth Management

18.60K

Mar 31, 26

+6.78K

0.17%

Bank of New York Mellon Corp

17.39K

Mar 31, 26

+11.46K

0.16%

Saxony Capital Management, LLC

16.84K

Mar 31, 26

+4.18K

0.15%

Disciplined Investments, LLC

16.77K

Mar 31, 26

0.15%

Rossby Financial, LCC

16.52K

Mar 31, 26

+16.51K

0.15%

CIBC WORLD MARKET INC.

14.45K

Mar 31, 26

+4.18K

0.13%

Strategic Financial Concepts, LLC

14.34K

Mar 31, 26

+14.34K

0.13%

Nova Wealth Management, Inc.

14.13K

Mar 31, 26

+6.35K

0.13%

Foundations Investment Advisors, LLC

13.95K

Mar 31, 26

-5.65K

0.13%

Golden State Wealth Management, LLC

13.25K

Mar 31, 26

+2.20K

0.12%

Prospera Financial Services Inc

12.65K

Mar 31, 26

+8.52K

0.11%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

11.72K

Mar 31, 26

+11.72K

0.11%

Breakwater Capital Group

11.24K

Mar 31, 26

+2.12K

0.10%

GOLDMAN SACHS GROUP INC

10.90K

Mar 31, 26

-176.32K

0.10%

Key Client Fiduciary Advisors, LLC

10.62K

Mar 31, 26

+6.89K

0.10%

GWN SECURITIES INC.

8.60K

Mar 31, 26

+3.08K

0.08%

CITADEL ADVISORS LLC

7.99K

Mar 31, 26

+7.99K

0.07%

FLAGSHIP WEALTH ADVISORS, LLC

7.50K

Mar 31, 26

0.07%

Impact Capital Partners LLC

7.49K

Mar 31, 26

+7.49K

0.07%

BROWN ADVISORY INC

7.29K

Mar 31, 26

+7.29K

0.07%

MKT Advisors LLC

7.24K

Mar 31, 26

0.06%

Kingsview Wealth Management, LLC

7.02K

Mar 31, 26

-430

0.06%

Moors & Cabot, Inc.

6.44K

Mar 31, 26

+6.44K

0.06%

AQR CAPITAL MANAGEMENT LLC

6.44K

Mar 31, 26

+1.95K

0.06%

RITHOLTZ WEALTH MANAGEMENT

6.37K

Mar 31, 26

+6.37K

0.06%

KEYVANTAGE WEALTH, LLC

6.15K

Mar 31, 26

-2.85K

0.06%

Integrated Wealth Concepts LLC

5.78K

Mar 31, 26

+5.78K

0.05%

Creative Planning

5.76K

Mar 31, 26

0.05%

KANE INVESTMENT MANAGEMENT, INC.

5.66K

Mar 31, 26

-612

0.05%

RFG Advisory, LLC

5.36K

Mar 31, 26

+5.36K

0.05%

D.A. DAVIDSON & CO.

5.09K

Mar 31, 26

+1.23K

0.05%

Csenge Advisory Group

4.93K

Mar 31, 26

0.04%

Janney Montgomery Scott LLC

4.79K

Mar 31, 26

+660

0.04%

US BANCORP \DE\

4.66K

Mar 31, 26

+4.66K

0.04%

HARBOUR INVESTMENTS, INC.

4.45K

Mar 31, 26

-2.09K

0.04%

JANE STREET GROUP, LLC

4.10K

Mar 31, 26

+4.10K

0.04%

Brookstone Capital Management

3.93K

Mar 31, 26

+3.93K

0.04%

Boston Partners

3.90K

Mar 31, 26

+3.90K

0.04%

Sunflower Bank, N.A.

3.71K

Mar 31, 26

+3.71K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

3.54K

Mar 31, 26

+3.54K

0.03%

Stratos Wealth Partners, LTD.

3.25K

Mar 31, 26

+3.25K

0.03%

Forefront Wealth Partners, LLC

3.19K

Mar 31, 26

+3.19K

0.03%

Advisory Services Network, LLC

2.84K

Mar 31, 26

+2.84K

0.03%

NewEdge Advisors, LLC

2.62K

Mar 31, 26

+173

0.02%

Wagner Wealth Management, LLC

2.29K

Mar 31, 26

0.02%

FMR LLC

2.23K

Mar 31, 26

+376

0.02%

FIFTH THIRD BANCORP

2.07K

Mar 31, 26

+1.99K

0.02%

Comprehensive Financial Planning, Inc./PA

1.82K

Mar 31, 26

0.02%

Larson Financial Group LLC

1.43K

Mar 31, 26

-2

0.01%

Bogart Wealth, LLC

1.20K

Mar 31, 26

0.01%

High Note Wealth, LLC

1.13K

Mar 31, 26

0.01%

New England Capital Financial Advisors LLC

1.02K

Mar 31, 26

+1.02K

0.01%

JPMORGAN CHASE & CO

904

Mar 31, 26

-3.42K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

871

Mar 31, 26

+871

0.01%

CWM, LLC

661

Mar 31, 26

0.01%

Allworth Financial LP

488

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

409

Mar 31, 26

-564

0.00%

JNBA Financial Advisors

366

Mar 31, 26

+350

0.00%

Farther Finance Advisors, LLC

352

Mar 31, 26

+277

0.00%

TD Capital Management LLC

340

Mar 31, 26

0.00%

Trust Co

183

Mar 31, 26

+132

0.00%

Western Wealth Management, LLC

160

Mar 31, 26

+160

0.00%

Glass Jacobson Investment Advisors llc

159

Mar 31, 26

0.00%

AE Wealth Management LLC

155

Mar 31, 26

+155

0.00%

Archer Investment Corp

122

Mar 31, 26

+122

0.00%

JONES FINANCIAL COMPANIES LLLP

107

Mar 31, 26

+107

0.00%

Avion Wealth

Mar 31, 26

+20

0.00%

Aptus Capital Advisors, LLC

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

-2.21K

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

0.00%

Wall Street Financial Group, Inc.

Mar 31, 26

0.00%

Trexquant Investment LP

Mar 31, 26

-3.10K

Atomi Financial Group, Inc.

Mar 31, 26

-6.94K

Archer Investment Management, LLC

Mar 31, 26

-8.77K

ASSETMARK, INC

Mar 31, 26

-618

WELLS FARGO & COMPANY/MN

Mar 31, 26

-1.67K

Ring Mountain Capital, LLC

Mar 31, 26

-3.21K

WIN ADVISORS, INC

Mar 31, 26

-48.30K

CI Private Wealth, LLC

Mar 31, 26

-6.00K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-7.88K

FISCHER INVESTMENT STRATEGIES, LLC

Mar 31, 26

-7.42K

B&D White Capital Company, LLC

Mar 31, 26

-203.05K

Concord Wealth Partners

Mar 31, 26

-17

Steward Partners Investment Advisory, LLC

Mar 31, 26

-500

Keystone Global Partners, LLC

Mar 31, 26

-85.81K

Buckingham Strategic Partners

Mar 31, 26

-4.04K

Global Retirement Partners, LLC

3.16K

Dec 31, 25

+387

0.03%

COMERICA BANK

109

Dec 31, 25

+109

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-70

EWG Elevate Inc.

23.43K

Sep 30, 25

-822

0.21%

Congress Wealth Management LLC / DE /

Jun 30, 25

-5.04K

GG Group Ventures, LLC

13.51K

Dec 31, 24

+3.89K

0.12%

Raymond James Financial Services Advisors, Inc.

7.01K

Sep 30, 24

+7.01K

0.06%

Planning Capital Management Corp

Sep 30, 24

0.00%

Cetera Advisor Networks LLC

4.47K

Mar 31, 24

+4.47K

0.04%