Goldman Sachs S&P 500 Premium Income ETF(GPIX)

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Goldman Sachs S&P 500 Premium Income ETF(GPIX)

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$56.38—

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GPIX(GPIX)

GPIX

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

Institutional Ownership

Top 357 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	6.08M	Jun 30, 26	+990.18K	29.05%
Requisite Capital Management, LLC	2.29M	Jun 30, 26	-22.50K	10.97%
HighTower Advisors, LLC	2.20M	Jun 30, 26	+109.67K	10.51%
MISSION WEALTH MANAGEMENT, LP	2.19M	Jun 30, 26	+1.58M	10.45%
Cornerstone Advisory, LLC	1.72M	Jun 30, 26	+116.04K	8.20%
CAPITAL ADVISORS INC/OK	1.58M	Jun 30, 26	+1.58M	7.58%
COMMONWEALTH EQUITY SERVICES, LLC	974.10K	Jun 30, 26	+210.26K	4.66%
Eaton Financial Holdings Company, LLC	916.99K	Jun 30, 26	+29.49K	4.39%
ENVESTNET ASSET MANAGEMENT INC	701.98K	Jun 30, 26	-59.75K	3.36%
Graney & King, LLC	396.39K	Jun 30, 26	+24.00K	1.90%
CHILDRESS CAPITAL ADVISORS, LLC	358.17K	Jun 30, 26	+83.45K	1.71%
Capital Analysts, LLC	304.55K	Jun 30, 26	+302.30K	1.46%
Hilton Capital Management, LLC	284.59K	Jun 30, 26	+1.82K	1.36%
Ellis Investment Partners, LLC	263.47K	Jun 30, 26	+10.02K	1.26%
Kestra Advisory Services, LLC	247.26K	Jun 30, 26	+25.13K	1.18%
MGO ONE SEVEN LLC	226.71K	Jun 30, 26	+203.69K	1.08%
Mason & Associates Inc	224.34K	Jun 30, 26	-5.02K	1.07%
JMAC ENTERPRISES LLC	220.48K	Jun 30, 26	+11.67K	1.05%
TRUIST FINANCIAL CORP	216.30K	Jun 30, 26	+26.70K	1.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	214.10K	Jun 30, 26	+48.67K	1.02%
Richmond Investment Services, LLC	148.65K	Jun 30, 26	-126.00K	0.71%
Private Advisor Group, LLC	146.20K	Jun 30, 26	+60.30K	0.70%
Elmwood Wealth Management, Inc.	132.08K	Jun 30, 26	+5.31K	0.63%
Bridgewealth Advisory Group, LLC	130.86K	Jun 30, 26	+28.79K	0.63%
AlphaStar Capital Management, LLC	126.34K	Jun 30, 26	+126.34K	0.60%
BKA Wealth Consulting, Inc.	110.23K	Jun 30, 26	+2.14K	0.53%
Lifestyle Asset Management, Inc.	107.78K	Jun 30, 26	+63.75K	0.52%
KENNEDY INVESTMENT GROUP	105.16K	Jun 30, 26	+12.81K	0.50%
CHOREO, LLC	100.45K	Jun 30, 26	+6.96K	0.48%
MML INVESTORS SERVICES, LLC	99.33K	Jun 30, 26	+40.30K	0.48%
DAVENPORT & Co LLC	94.63K	Jun 30, 26	+2.76K	0.45%
Retirement Planning Group	94.32K	Jun 30, 26	+14.15K	0.45%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	93.95K	Jun 30, 26	+12.10K	0.45%
TCG Advisory Services, LLC	92.00K	Jun 30, 26	+81.68K	0.44%
Wealthcare Advisory Partners LLC	91.77K	Jun 30, 26	+5.19K	0.44%
Focused Wealth Management, Inc	91.61K	Jun 30, 26	+337	0.44%
J.W. COLE ADVISORS, INC.	88.26K	Jun 30, 26	+24.91K	0.42%
Strategic Blueprint, LLC	82.27K	Jun 30, 26	+14.94K	0.39%
Lebenthal Global Advisors, LLC	79.64K	Jun 30, 26	+10.02K	0.38%
CARY STREET PARTNERS FINANCIAL LLC	79.62K	Jun 30, 26	+16.42K	0.38%
Cambridge Investment Research Advisors, Inc.	78.59K	Jun 30, 26	+22.73K	0.38%
Cannon Advisors, Inc.	76.56K	Jun 30, 26	+13.35K	0.37%
Private Wealth Partners, LLC	73.05K	Jun 30, 26	-3.60K	0.35%
Bank of New York Mellon Corp	69.77K	Jun 30, 26	+69.77K	0.33%
BENJAMIN EDWARDS INC	69.58K	Jun 30, 26	+866	0.33%
Prosperity Financial Group, Inc.	68.66K	Jun 30, 26	+13.81K	0.33%
Beacon Financial Advisory LLC	67.53K	Jun 30, 26	+9.83K	0.32%
SAGESPRING WEALTH PARTNERS, LLC	66.59K	Jun 30, 26	+6.06K	0.32%
Gladstone Institutional Advisory LLC	65.37K	Jun 30, 26	+8.28K	0.31%
Castle Rock Wealth Management, LLC	65.11K	Jun 30, 26	+1.57K	0.31%
Global Retirement Partners, LLC	60.18K	Jun 30, 26	+60.18K	0.29%
FOUNDERS FINANCIAL SECURITIES LLC	58.53K	Jun 30, 26	+2.78K	0.28%
Aurora Private Wealth, Inc.	56.44K	Jun 30, 26	-20.75K	0.27%
David R. Rahn & Associates Inc.	51.92K	Jun 30, 26	--	0.25%
Perigon Wealth Management, LLC	49.93K	Jun 30, 26	+119	0.24%
High Net Worth Advisory Group LLC	46.79K	Jun 30, 26	+5.42K	0.22%
STAR Financial Bank	46.38K	Jun 30, 26	+36.67K	0.22%
3EDGE Asset Management, LP	45.88K	Jun 30, 26	+45.88K	0.22%
SMART Wealth LLC	44.46K	Jun 30, 26	+22.43K	0.21%
RiverFront Investment Group, LLC	43.32K	Jun 30, 26	+15.04K	0.21%
PATTEN & PATTEN INC/TN	40.88K	Jun 30, 26	-12.77K	0.20%
Concentrum Wealth Management	40.41K	Jun 30, 26	+20.17K	0.19%
Hexagon Capital Partners LLC	40.21K	Jun 30, 26	+3.10K	0.19%
Aurdan Capital Management, LLC	39.82K	Jun 30, 26	+4.37K	0.19%
Janney Montgomery Scott LLC	39.15K	Jun 30, 26	-2.05K	0.19%
Berger Financial Group, Inc	38.62K	Jun 30, 26	--	0.18%
FINANCIAL MANAGEMENT NETWORK INC	38.10K	Jun 30, 26	+836	0.18%
CAP Partners, LLC	37.60K	Jun 30, 26	+2.25K	0.18%
Investment Planning Advisors, Inc.	36.10K	Jun 30, 26	+596	0.17%
Meridian Wealth Management, LLC	32.06K	Jun 30, 26	-1.86K	0.15%
STEPHENS INC /AR/	30.31K	Jun 30, 26	-8.64K	0.14%
Concurrent Investment Advisors, LLC	29.18K	Jun 30, 26	+20.40K	0.14%
Meridian Financial Partners LLC	28.50K	Jun 30, 26	+24.48K	0.14%
Joseph P. Lucia & Associates, LLC	27.83K	Jun 30, 26	+406	0.13%
TBH Global Asset Management, LLC	27.74K	Jun 30, 26	+8.64K	0.13%
Apollon Wealth Management, LLC	27.72K	Jun 30, 26	-1.75K	0.13%
Ascension Capital Advisors, Inc.	25.72K	Jun 30, 26	+323	0.12%
WINNOW WEALTH LLC	24.83K	Jun 30, 26	+3.15K	0.12%
APPLETON PARTNERS INC/MA	24.14K	Jun 30, 26	+19.69K	0.12%
Duncan Williams Asset Management, LLC	22.74K	Jun 30, 26	+2.96K	0.11%
HOWARD FINANCIAL SERVICES, LTD.	21.89K	Jun 30, 26	+69	0.10%
Nautilus Advisors LLC	21.46K	Jun 30, 26	+7.05K	0.10%
Farther Finance Advisors, LLC	20.41K	Jun 30, 26	+1.50K	0.10%
Herold Advisors, Inc.	20.03K	Jun 30, 26	+3.68K	0.10%
Bayshore Capital Advisors, LLC	20.00K	Jun 30, 26	+20.00K	0.10%
Cornerstone Wealth Management, LLC	19.74K	Jun 30, 26	+2.09K	0.09%
PENNEY FINANCIAL, LLC	19.66K	Jun 30, 26	+19.66K	0.09%
Occidental Asset Management, LLC	19.37K	Jun 30, 26	+8.72K	0.09%
Ulland Investment Advisors, LLC	19.23K	Jun 30, 26	+2.15K	0.09%
GKV Capital Management Co., Inc.	19.00K	Jun 30, 26	-1.02K	0.09%
Gilliland Jeter Wealth Management LLC	18.99K	Jun 30, 26	+11.07K	0.09%
JOHNSON INVESTMENT COUNSEL INC	18.92K	Jun 30, 26	--	0.09%
AE Wealth Management LLC	17.91K	Jun 30, 26	-28.19K	0.09%
Dynamic Advisor Solutions LLC	17.64K	Jun 30, 26	+947	0.08%
Envestnet Portfolio Solutions, Inc.	17.18K	Jun 30, 26	-35	0.08%
WEDBUSH SECURITIES INC	17.05K	Jun 30, 26	+4.93K	0.08%
Autumn Glory Partners, LLC	16.34K	Jun 30, 26	+16.34K	0.08%
Avidian Wealth Solutions, LLC	15.74K	Jun 30, 26	--	0.08%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	15.38K	Jun 30, 26	+546	0.07%
Princeton Global Asset Management LLC	15.11K	Jun 30, 26	+7.91K	0.07%
Prime Capital Investment Advisors, LLC	14.98K	Jun 30, 26	+2.57K	0.07%
KINGSWOOD WEALTH ADVISORS, LLC	14.70K	Jun 30, 26	+6.55K	0.07%
Next Level Private LLC	14.49K	Jun 30, 26	-802	0.07%
CHANNEL WEALTH LLC	14.03K	Jun 30, 26	+14.03K	0.07%
CASCADE INVESTMENT GROUP, INC.	13.57K	Jun 30, 26	+1.79K	0.06%
Insight Wealth Strategies, LLC	13.16K	Jun 30, 26	+3.60K	0.06%
Guided Capital Wealth Management, LLC	13.07K	Jun 30, 26	--	0.06%
LexAurum Advisors, LLC	13.06K	Jun 30, 26	+610	0.06%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	12.12K	Jun 30, 26	--	0.06%
PFG Investments, LLC	12.07K	Jun 30, 26	-1.23K	0.06%
Canvas Wealth Advisors, LLC	11.59K	Jun 30, 26	+961	0.06%
Whipplewood Advisors, LLC	11.29K	Jun 30, 26	-6.95K	0.05%
Encompass More Asset Management	11.05K	Jun 30, 26	+11.05K	0.05%
NWF Advisory Services Inc.	11.02K	Jun 30, 26	+11.02K	0.05%
SALEM INVESTMENT COUNSELORS INC	10.88K	Jun 30, 26	+3.81K	0.05%
HARBOR INVESTMENT ADVISORY, LLC	10.62K	Jun 30, 26	--	0.05%
PARSONS CAPITAL MANAGEMENT INC/RI	10.43K	Jun 30, 26	+3.04K	0.05%
B. Riley Wealth Advisors, Inc.	10.35K	Jun 30, 26	+3.64K	0.05%
Latitude Advisors, LLC	10.06K	Jun 30, 26	+169	0.05%
Abel Hall, LLC	10.00K	Jun 30, 26	--	0.05%
Monument Capital Management	9.84K	Jun 30, 26	+9.84K	0.05%
COLLECTIVE FAMILY OFFICE LLC	9.82K	Jun 30, 26	-1.25K	0.05%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	9.23K	Jun 30, 26	+3.77K	0.04%
MCIA Inc	8.90K	Jun 30, 26	+8.90K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	8.88K	Jun 30, 26	+503	0.04%
Dakota Wealth Management	8.82K	Jun 30, 26	+870	0.04%
Quad-Cities Investment Group, LLC	8.72K	Jun 30, 26	+412	0.04%
BROWN WEALTH MANAGEMENT, LLC	8.68K	Jun 30, 26	+8.68K	0.04%
Collier Financial	8.09K	Jun 30, 26	+432	0.04%
HERBST GROUP, LLC	8.01K	Jun 30, 26	-3.79K	0.04%
SHEETS SMITH WEALTH MANAGEMENT	7.91K	Jun 30, 26	+1.18K	0.04%
FORTRESS PRIVATE LEDGER, LLC	7.81K	Jun 30, 26	+7.81K	0.04%
Waterloo Capital, L.P.	7.77K	Jun 30, 26	+1.50K	0.04%
SeaCrest Wealth Management, LLC	7.68K	Jun 30, 26	-900	0.04%
Sigma Planning Corp	7.57K	Jun 30, 26	+59	0.04%
FIFTH THIRD BANCORP	7.56K	Jun 30, 26	-541	0.04%
Jacobi Capital Management LLC	7.49K	Jun 30, 26	+869	0.04%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	7.47K	Jun 30, 26	--	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	7.40K	Jun 30, 26	+7.40K	0.04%
Grant Private Wealth Management Inc	7.20K	Jun 30, 26	-246	0.03%
PRIVATE TRUST CO NA	7.16K	Jun 30, 26	-2.63K	0.03%
Capital Investment Advisory Services, LLC	7.10K	Jun 30, 26	+313	0.03%
Register Financial Advisors LLC	7.01K	Jun 30, 26	+2.27K	0.03%
Clarity Wealth Advisors, LLC	6.75K	Jun 30, 26	+200	0.03%
PRINCIPAL SECURITIES, INC.	6.64K	Jun 30, 26	+42	0.03%
Saxony Capital Management, LLC	6.58K	Jun 30, 26	-29	0.03%
Summit Asset Management, LLC	6.55K	Jun 30, 26	+6.55K	0.03%
Belpointe Asset Management LLC	6.53K	Jun 30, 26	-1.91K	0.03%
Fortis Capital Advisors, LLC	6.53K	Jun 30, 26	-1.91K	0.03%
Prospera Financial Services Inc	6.26K	Jun 30, 26	+735	0.03%
Hixon Zuercher, LLC	6.26K	Jun 30, 26	-3.87K	0.03%
Cypress Wealth Services, LLC	6.17K	Jun 30, 26	+6.17K	0.03%
Geneos Wealth Management Inc.	6.14K	Jun 30, 26	+3.28K	0.03%
Synergy Financial Group, LTD	5.69K	Jun 30, 26	-7.02K	0.03%
Argyle Capital Partners, LLC	5.67K	Jun 30, 26	+5.67K	0.03%
Accurate Wealth Management, LLC	5.65K	Jun 30, 26	+1.65K	0.03%
Benchmark Financial Wealth Advisors, LLC	5.30K	Jun 30, 26	+5.30K	0.03%
EdgeRock Capital LLC	5.12K	Jun 30, 26	+7	0.02%
Keystone Financial Group	5.09K	Jun 30, 26	+5.09K	0.02%
Sowell Financial Services LLC	5.03K	Jun 30, 26	-645	0.02%
NBC SECURITIES, INC.	4.94K	Jun 30, 26	+359	0.02%
Capital Investment Advisors, LLC	4.90K	Jun 30, 26	+201	0.02%
Kercheville Advisors, LLC	4.87K	Jun 30, 26	+450	0.02%
WORLD EQUITY GROUP, INC.	4.78K	Jun 30, 26	--	0.02%
Ignite Planners, LLC	4.62K	Jun 30, 26	--	0.02%
DAYMARK WEALTH PARTNERS, LLC	4.40K	Jun 30, 26	--	0.02%
Sovran Advisors, LLC	4.37K	Jun 30, 26	+139	0.02%
Symphony Financial, Ltd. Co.	4.25K	Jun 30, 26	+200	0.02%
Physician Wealth Advisors, Inc.	4.23K	Jun 30, 26	+847	0.02%
FIRST BUSINESS FINANCIAL SERVICES, INC.	4.08K	Jun 30, 26	--	0.02%
Gateway Wealth Partners, LLC	3.91K	Jun 30, 26	-5.92K	0.02%
RICHARDS, MERRILL & PETERSON, INC.	3.81K	Jun 30, 26	+25	0.02%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	3.59K	Jun 30, 26	+3.58K	0.02%
Ashton Thomas Private Wealth, LLC	3.56K	Jun 30, 26	--	0.02%
GGM Financials LLC	3.11K	Jun 30, 26	+25	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.83K	Jun 30, 26	+605	0.01%
Parallel Advisors, LLC	2.59K	Jun 30, 26	+2.59K	0.01%
Activest Wealth Management	2.20K	Jun 30, 26	+1.00K	0.01%
Western Pacific Wealth Management, LP	1.40K	Jun 30, 26	+1.40K	0.01%
Ritter Daniher Financial Advisory LLC / DE	1.35K	Jun 30, 26	--	0.01%
TSFG, LLC	817	Jun 30, 26	+817	0.00%
Dunhill Financial, LLC	754	Jun 30, 26	+504	0.00%
CoreCap Advisors, LLC	719	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	617	Jun 30, 26	+617	0.00%
WOLFF WIESE MAGANA LLC	501	Jun 30, 26	+5	0.00%
Founders Financial Alliance, LLC	311	Jun 30, 26	+105	0.00%
Rossby Financial, LCC	300	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	290	Jun 30, 26	+290	0.00%
Continuum Advisory, LLC	280	Jun 30, 26	+280	0.00%
IFP Advisors, Inc	196	Jun 30, 26	+96	0.00%
ASSETMARK, INC	176	Jun 30, 26	+176	0.00%
Ronald Blue Trust, Inc.	150	Jun 30, 26	-2.85K	0.00%
SIGNATUREFD, LLC	96	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	80	Jun 30, 26	--	0.00%
Triumph Capital Management	50	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	32	Jun 30, 26	+32	0.00%
Aspect Partners, LLC	20	Jun 30, 26	+10	0.00%
Russell Investments Group, Ltd.	2	Jun 30, 26	+2	0.00%
DHJJ Financial Advisors, Ltd.	2	Jun 30, 26	--	0.00%
Core Wealth Partners LLC	--	Jun 30, 26	-5.11K	--
Procyon Advisors, LLC	--	Jun 30, 26	-4.58K	--
Spire Wealth Management	--	Jun 30, 26	-25	--
Root Financial Partners, LLC	--	Jun 30, 26	-264	--
Golden State Equity Partners	--	Jun 30, 26	-50	--
Hamilton Wealth, LLC	--	Jun 30, 26	-7.00K	--
Americana Partners, LLC	--	Jun 30, 26	-14.68K	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-16	--
Integrity Investment Advisors, LLC	--	Jun 30, 26	-4.98K	--
Buckingham Strategic Partners	--	Jun 30, 26	-6.24K	--
MILESTONE ASSET MANAGEMENT, LLC	--	Jun 30, 26	-20.06K	--
BANK OF AMERICA CORP /DE/	2.96M	Mar 31, 26	+523.22K	14.14%
Requisite Capital Management, LLC	2.32M	Mar 31, 26	+45.94K	11.08%
WELLS FARGO & COMPANY/MN	1.72M	Mar 31, 26	+1.05M	8.20%
RAYMOND JAMES FINANCIAL INC	1.21M	Mar 31, 26	+749.36K	5.76%
SK Wealth Management, LLC	909.78K	Mar 31, 26	+38.05K	4.35%
Modern Wealth Management, LLC	582.93K	Mar 31, 26	+326.49K	2.79%
Cerity Partners LLC	575.28K	Mar 31, 26	+29.36K	2.75%
Evergreen Wealth Solutions, LLC	431.59K	Mar 31, 26	+23.04K	2.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	424.79K	Mar 31, 26	+106.40K	2.03%
UBS Group AG	414.03K	Mar 31, 26	+85.25K	1.98%
WNY Asset Management, LLC	383.63K	Mar 31, 26	+383.63K	1.83%
ROYAL BANK OF CANADA	376.61K	Mar 31, 26	+73.49K	1.80%
Graney & King, LLC	372.38K	Mar 31, 26	+40.36K	1.78%
Equitable Holdings, Inc.	343.32K	Mar 31, 26	+67.85K	1.64%
ADVISOR GROUP HOLDINGS, INC.	336.87K	Mar 31, 26	+59.21K	1.61%
Cetera Investment Advisers	294.92K	Mar 31, 26	+71.20K	1.41%
Rockefeller Capital Management L.P.	217.51K	Mar 31, 26	+79.69K	1.04%
Wick Capital Partners, LLC	204.98K	Mar 31, 26	+6.50K	0.98%
Kingsview Wealth Management, LLC	146.45K	Mar 31, 26	+9.17K	0.70%
STIFEL FINANCIAL CORP	134.23K	Mar 31, 26	+32.96K	0.64%
Steward Partners Investment Advisory, LLC	129.22K	Mar 31, 26	+46.57K	0.62%
Delta Investment Management, LLC	120.11K	Mar 31, 26	+8.79K	0.57%
Stratos Wealth Partners, LTD.	113.57K	Mar 31, 26	+58.33K	0.54%
Horizon Investments, LLC	111.43K	Mar 31, 26	+57.63K	0.53%
American Alpha Advisors, LLC	105.43K	Mar 31, 26	+2.30K	0.50%
Whalen Wealth Management Inc.	97.71K	Mar 31, 26	+27.04K	0.47%
GOLDMAN SACHS GROUP INC	93.38K	Mar 31, 26	+40.95K	0.45%
Northeast Financial Group, Inc.	93.04K	Mar 31, 26	-230.00K	0.44%
Focused Wealth Management, Inc	91.27K	Mar 31, 26	-385	0.44%
FRG Family Wealth Advisors LLC	86.83K	Mar 31, 26	+57.15K	0.42%
Waverly Advisors, LLC	84.61K	Mar 31, 26	+73.39K	0.40%
Semus Wealth Partners LLC	84.19K	Mar 31, 26	+2.46K	0.40%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	81.87K	Mar 31, 26	+40.10K	0.39%
JANE STREET GROUP, LLC	75.69K	Mar 31, 26	-5.76K	0.36%
CAPTRUST FINANCIAL ADVISORS	69.94K	Mar 31, 26	+10.88K	0.33%
Tandem Financial, LLC	63.19K	Mar 31, 26	+63.19K	0.30%
Mariner, LLC	62.30K	Mar 31, 26	+4.44K	0.30%
MML INVESTORS SERVICES, LLC	59.03K	Mar 31, 26	+51.98K	0.28%
Invst, LLC	58.97K	Mar 31, 26	+17.27K	0.28%
POTENTIA WEALTH	52.22K	Mar 31, 26	+236	0.25%
JPMORGAN CHASE & CO	51.27K	Mar 31, 26	+47.61K	0.25%
Independent Advisor Alliance	50.96K	Mar 31, 26	+50.96K	0.24%
U.S. Capital Wealth Advisors, LLC	50.06K	Mar 31, 26	+21.01K	0.24%
Perigon Wealth Management, LLC	49.81K	Mar 31, 26	+2.33K	0.24%
Sunbelt Securities, Inc.	48.81K	Mar 31, 26	+14.13K	0.23%
Western Wealth Management, LLC	47.36K	Mar 31, 26	+8.55K	0.23%
Navis Wealth Advisors, LLC	47.11K	Mar 31, 26	--	0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	46.27K	Mar 31, 26	+39.64K	0.22%
M Holdings Securities, Inc.	43.55K	Mar 31, 26	+1.32K	0.21%
INVESTMENT COUNSEL CO OF NEVADA	40.08K	Mar 31, 26	+25.08K	0.19%
NewEdge Advisors, LLC	38.33K	Mar 31, 26	-5.62K	0.18%
Hexagon Capital Partners LLC	37.11K	Mar 31, 26	+7.15K	0.18%
Clay Northam Wealth Management, LLC	34.66K	Mar 31, 26	+5.30K	0.17%
JONES FINANCIAL COMPANIES LLLP	34.58K	Mar 31, 26	+30.82K	0.17%
EP Wealth Advisors, LLC	33.41K	Mar 31, 26	+29.61K	0.16%
Frederick Financial Consultants, LLC	31.36K	Mar 31, 26	+236	0.15%
Joseph P. Lucia & Associates, LLC	27.42K	Mar 31, 26	+16.17K	0.13%
Legacy Capital Wealth Partners, LLC	27.30K	Mar 31, 26	+27.30K	0.13%
RENAISSANCE TECHNOLOGIES LLC	25.50K	Mar 31, 26	+25.50K	0.12%
Brinker Capital Investments, LLC	23.66K	Mar 31, 26	-23.93K	0.11%
Mayfair Advisory Group, LLC	23.62K	Mar 31, 26	+1.33K	0.11%
Newbridge Financial Services Group, Inc.	22.47K	Mar 31, 26	+3.15K	0.11%
SMART Wealth LLC	22.02K	Mar 31, 26	+22.02K	0.11%
Moors & Cabot, Inc.	21.82K	Mar 31, 26	+128	0.10%
SRS Capital Advisors, Inc.	20.98K	Mar 31, 26	+20.98K	0.10%
Concentrum Wealth Management	20.23K	Mar 31, 26	+20.23K	0.10%
Sanctuary Advisors, LLC	19.88K	Mar 31, 26	+1.38K	0.10%
GREAT VALLEY ADVISOR GROUP, INC.	19.23K	Mar 31, 26	+3.53K	0.09%
Summit Financial, LLC	18.79K	Mar 31, 26	+251	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	18.72K	Mar 31, 26	-5.70K	0.09%
Beacon Pointe Advisors, LLC	17.38K	Mar 31, 26	+12.72K	0.08%
Eldridge Investment Advisors, Inc.	15.48K	Mar 31, 26	-12.04K	0.07%
Stillwater Wealth Management Group	15.29K	Mar 31, 26	+15.29K	0.07%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	14.89K	Mar 31, 26	+7.57K	0.07%
RMB Capital Management, LLC	13.96K	Mar 31, 26	-1.24K	0.07%
Fundamentum, LLC	13.15K	Mar 31, 26	-94	0.06%
Balboa Wealth Partners	12.86K	Mar 31, 26	+4.39K	0.06%
IHT Wealth Management, LLC	12.68K	Mar 31, 26	+1.27K	0.06%
Stratos Wealth Advisors, LLC	12.06K	Mar 31, 26	+12.06K	0.06%
Pasadena Private Wealth, LLC	11.57K	Mar 31, 26	+700	0.06%
MORGAN STANLEY	11.43K	Mar 31, 26	+5.08K	0.05%
Visionary Wealth Advisors	11.26K	Mar 31, 26	+378	0.05%
White Knight Strategic Wealth Advisors, LLC	10.83K	Mar 31, 26	-4.07K	0.05%
Occidental Asset Management, LLC	10.65K	Mar 31, 26	+1.53K	0.05%
Mutual Advisors, LLC	10.59K	Mar 31, 26	+2.09K	0.05%
STAR Financial Bank	9.71K	Mar 31, 26	+2.15K	0.05%
SCOTIA CAPITAL INC.	8.93K	Mar 31, 26	+262	0.04%
FIRST MANHATTAN CO. LLC.	8.79K	Mar 31, 26	+8.79K	0.04%
MOSELEY INVESTMENT MANAGEMENT INC	8.52K	Mar 31, 26	-683	0.04%
Core Wealth Advisors, Inc.	8.12K	Mar 31, 26	+8.12K	0.04%
WESTBOURNE INVESTMENTS, INC.	8.12K	Mar 31, 26	+43	0.04%
Dakota Wealth Management	7.95K	Mar 31, 26	+7.95K	0.04%
Comprehensive Money Management Services LLC	7.91K	Mar 31, 26	+2.19K	0.04%
Sigma Planning Corp	7.51K	Mar 31, 26	+1.90K	0.04%
Vise Technologies, Inc.	7.26K	Mar 31, 26	--	0.03%
Soundwatch Capital LLC	6.86K	Mar 31, 26	+6.86K	0.03%
NICOLET BANKSHARES INC	6.85K	Mar 31, 26	+6.85K	0.03%
L & S Advisors Inc	6.75K	Mar 31, 26	+6.75K	0.03%
CFO4Life Group, LLC	6.37K	Mar 31, 26	--	0.03%
Vestmark Advisory Solutions, Inc.	6.31K	Mar 31, 26	+6.31K	0.03%
Mount Yale Investment Advisors, LLC	6.31K	Mar 31, 26	+6.31K	0.03%
CAPITAL PERFORMANCE ADVISORS LLP	6.25K	Mar 31, 26	-413	0.03%
Wealth Alliance	6.21K	Mar 31, 26	+219	0.03%
Integrated Wealth Concepts LLC	6.08K	Mar 31, 26	+6.08K	0.03%
StoneX Group Inc.	5.89K	Mar 31, 26	+94	0.03%
Jupiter Wealth Management LLC	5.89K	Mar 31, 26	--	0.03%
REGATTA CAPITAL GROUP, LLC	5.75K	Mar 31, 26	--	0.03%
Intrepid Financial Planning Group LLC	5.68K	Mar 31, 26	+5.68K	0.03%
Betterment LLC	5.50K	Mar 31, 26	+331	0.03%
Hilltop Holdings Inc.	5.48K	Mar 31, 26	+725	0.03%
CWM, LLC	5.06K	Mar 31, 26	+945	0.02%
Disciplined Investors, L.L.C.	4.84K	Mar 31, 26	+4.84K	0.02%
Capital Investment Advisors, LLC	4.70K	Mar 31, 26	+51	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	4.58K	Mar 31, 26	+451	0.02%
BlackDiamond Wealth Management Inc.	4.43K	Mar 31, 26	--	0.02%
US BANCORP \DE\	4.12K	Mar 31, 26	+396	0.02%
SHELTON CAPITAL MANAGEMENT	4.00K	Mar 31, 26	+4.00K	0.02%
Advisory Services Network, LLC	3.52K	Mar 31, 26	+3.52K	0.02%
Geneos Wealth Management Inc.	2.86K	Mar 31, 26	+554	0.01%
Redwood Park Advisors LLC	1.10K	Mar 31, 26	--	0.01%
FRANKLIN RESOURCES INC	1.00K	Mar 31, 26	--	0.00%
Private Wealth Asset Management, LLC	665	Mar 31, 26	+14	0.00%
Manchester Capital Management LLC	576	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	334	Mar 31, 26	+334	0.00%
Dunhill Financial, LLC	250	Mar 31, 26	+5	0.00%
BESSEMER GROUP INC	200	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	200	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	31	Mar 31, 26	--	0.00%
Larson Financial Group LLC	20	Mar 31, 26	+20	0.00%
SIMPLEX TRADING, LLC	--	Mar 31, 26	-1.63K	--
Garden State Investment Advisory Services LLC	--	Mar 31, 26	-10.45K	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-3.88K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-5.22K	--
Neuberger Berman Group LLC	--	Mar 31, 26	-14.47K	--
Elite Wealth Management, Inc.	--	Mar 31, 26	-4.27K	--
Vienna Asset Management LLC	--	Mar 31, 26	-3.94K	--
Verity Asset Management, Inc.	--	Mar 31, 26	-19.83K	--
FOREFRONT WEALTH MANAGEMENT INC.	42.17K	Dec 31, 25	+469	0.20%
McCarthy & Cox	7.50K	Dec 31, 25	-397.55K	0.04%
MidWestOne Financial Group, Inc.	6.85K	Dec 31, 25	--	0.03%
COMERICA BANK	2.52K	Dec 31, 25	+586	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-797	--
Pineridge Advisors LLC	568.17K	Sep 30, 25	+568.17K	2.72%
Fortress Wealth Management, Inc.	39.63K	Sep 30, 25	+15.51K	0.19%
Graypoint LLC	78.34K	Jun 30, 25	+78.34K	0.37%
Good Life Advisors, LLC	38.13K	Jun 30, 25	-1.88K	0.18%
Tyler-Stone Wealth Management	15.99K	Jun 30, 25	-5	0.08%

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Holder

Date

Change

% Held

LPL Financial LLC

6.08M

Jun 30, 26

+990.18K

29.05%

Requisite Capital Management, LLC

2.29M

Jun 30, 26

-22.50K

10.97%

HighTower Advisors, LLC

2.20M

Jun 30, 26

+109.67K

10.51%

MISSION WEALTH MANAGEMENT, LP

2.19M

Jun 30, 26

+1.58M

10.45%

Cornerstone Advisory, LLC

1.72M

Jun 30, 26

+116.04K

8.20%

CAPITAL ADVISORS INC/OK

1.58M

Jun 30, 26

+1.58M

7.58%

COMMONWEALTH EQUITY SERVICES, LLC

974.10K

Jun 30, 26

+210.26K

4.66%

Eaton Financial Holdings Company, LLC

916.99K

Jun 30, 26

+29.49K

4.39%

ENVESTNET ASSET MANAGEMENT INC

701.98K

Jun 30, 26

-59.75K

3.36%

Graney & King, LLC

396.39K

Jun 30, 26

+24.00K

1.90%

CHILDRESS CAPITAL ADVISORS, LLC

358.17K

Jun 30, 26

+83.45K

1.71%

Capital Analysts, LLC

304.55K

Jun 30, 26

+302.30K

1.46%

Hilton Capital Management, LLC

284.59K

Jun 30, 26

+1.82K

1.36%

Ellis Investment Partners, LLC

263.47K

Jun 30, 26

+10.02K

1.26%

Kestra Advisory Services, LLC

247.26K

Jun 30, 26

+25.13K

1.18%

MGO ONE SEVEN LLC

226.71K

Jun 30, 26

+203.69K

1.08%

Mason & Associates Inc

224.34K

Jun 30, 26

-5.02K

1.07%

JMAC ENTERPRISES LLC

220.48K

Jun 30, 26

+11.67K

1.05%

TRUIST FINANCIAL CORP

216.30K

Jun 30, 26

+26.70K

1.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

214.10K

Jun 30, 26

+48.67K

1.02%

Richmond Investment Services, LLC

148.65K

Jun 30, 26

-126.00K

0.71%

Private Advisor Group, LLC

146.20K

Jun 30, 26

+60.30K

0.70%

Elmwood Wealth Management, Inc.

132.08K

Jun 30, 26

+5.31K

0.63%

Bridgewealth Advisory Group, LLC

130.86K

Jun 30, 26

+28.79K

0.63%

AlphaStar Capital Management, LLC

126.34K

Jun 30, 26

+126.34K

0.60%

BKA Wealth Consulting, Inc.

110.23K

Jun 30, 26

+2.14K

0.53%

Lifestyle Asset Management, Inc.

107.78K

Jun 30, 26

+63.75K

0.52%

KENNEDY INVESTMENT GROUP

105.16K

Jun 30, 26

+12.81K

0.50%

CHOREO, LLC

100.45K

Jun 30, 26

+6.96K

0.48%

MML INVESTORS SERVICES, LLC

99.33K

Jun 30, 26

+40.30K

0.48%

DAVENPORT & Co LLC

94.63K

Jun 30, 26

+2.76K

0.45%

Retirement Planning Group

94.32K

Jun 30, 26

+14.15K

0.45%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

93.95K

Jun 30, 26

+12.10K

0.45%

TCG Advisory Services, LLC

92.00K

Jun 30, 26

+81.68K

0.44%

Wealthcare Advisory Partners LLC

91.77K

Jun 30, 26

+5.19K

0.44%

Focused Wealth Management, Inc

91.61K

Jun 30, 26

+337

0.44%

J.W. COLE ADVISORS, INC.

88.26K

Jun 30, 26

+24.91K

0.42%

Strategic Blueprint, LLC

82.27K

Jun 30, 26

+14.94K

0.39%

Lebenthal Global Advisors, LLC

79.64K

Jun 30, 26

+10.02K

0.38%

CARY STREET PARTNERS FINANCIAL LLC

79.62K

Jun 30, 26

+16.42K

0.38%

Cambridge Investment Research Advisors, Inc.

78.59K

Jun 30, 26

+22.73K

0.38%

Cannon Advisors, Inc.

76.56K

Jun 30, 26

+13.35K

0.37%

Private Wealth Partners, LLC

73.05K

Jun 30, 26

-3.60K

0.35%

Bank of New York Mellon Corp

69.77K

Jun 30, 26

+69.77K

0.33%

BENJAMIN EDWARDS INC

69.58K

Jun 30, 26

+866

0.33%

Prosperity Financial Group, Inc.

68.66K

Jun 30, 26

+13.81K

0.33%

Beacon Financial Advisory LLC

67.53K

Jun 30, 26

+9.83K

0.32%

SAGESPRING WEALTH PARTNERS, LLC

66.59K

Jun 30, 26

+6.06K

0.32%

Gladstone Institutional Advisory LLC

65.37K

Jun 30, 26

+8.28K

0.31%

Castle Rock Wealth Management, LLC

65.11K

Jun 30, 26

+1.57K

0.31%

Global Retirement Partners, LLC

60.18K

Jun 30, 26

+60.18K

0.29%

FOUNDERS FINANCIAL SECURITIES LLC

58.53K

Jun 30, 26

+2.78K

0.28%

Aurora Private Wealth, Inc.

56.44K

Jun 30, 26

-20.75K

0.27%

David R. Rahn & Associates Inc.

51.92K

Jun 30, 26

0.25%

Perigon Wealth Management, LLC

49.93K

Jun 30, 26

+119

0.24%

High Net Worth Advisory Group LLC

46.79K

Jun 30, 26

+5.42K

0.22%

STAR Financial Bank

46.38K

Jun 30, 26

+36.67K

0.22%

3EDGE Asset Management, LP

45.88K

Jun 30, 26

+45.88K

0.22%

SMART Wealth LLC

44.46K

Jun 30, 26

+22.43K

0.21%

RiverFront Investment Group, LLC

43.32K

Jun 30, 26

+15.04K

0.21%

PATTEN & PATTEN INC/TN

40.88K

Jun 30, 26

-12.77K

0.20%

Concentrum Wealth Management

40.41K

Jun 30, 26

+20.17K

0.19%

Hexagon Capital Partners LLC

40.21K

Jun 30, 26

+3.10K

0.19%

Aurdan Capital Management, LLC

39.82K

Jun 30, 26

+4.37K

0.19%

Janney Montgomery Scott LLC

39.15K

Jun 30, 26

-2.05K

0.19%

Berger Financial Group, Inc

38.62K

Jun 30, 26

0.18%

FINANCIAL MANAGEMENT NETWORK INC

38.10K

Jun 30, 26

+836

0.18%

CAP Partners, LLC

37.60K

Jun 30, 26

+2.25K

0.18%

Investment Planning Advisors, Inc.

36.10K

Jun 30, 26

+596

0.17%

Meridian Wealth Management, LLC

32.06K

Jun 30, 26

-1.86K

0.15%

STEPHENS INC /AR/

30.31K

Jun 30, 26

-8.64K

0.14%

Concurrent Investment Advisors, LLC

29.18K

Jun 30, 26

+20.40K

0.14%

Meridian Financial Partners LLC

28.50K

Jun 30, 26

+24.48K

0.14%

Joseph P. Lucia & Associates, LLC

27.83K

Jun 30, 26

+406

0.13%

TBH Global Asset Management, LLC

27.74K

Jun 30, 26

+8.64K

0.13%

Apollon Wealth Management, LLC

27.72K

Jun 30, 26

-1.75K

0.13%

Ascension Capital Advisors, Inc.

25.72K

Jun 30, 26

+323

0.12%

WINNOW WEALTH LLC

24.83K

Jun 30, 26

+3.15K

0.12%

APPLETON PARTNERS INC/MA

24.14K

Jun 30, 26

+19.69K

0.12%

Duncan Williams Asset Management, LLC

22.74K

Jun 30, 26

+2.96K

0.11%

HOWARD FINANCIAL SERVICES, LTD.

21.89K

Jun 30, 26

+69

0.10%

Nautilus Advisors LLC

21.46K

Jun 30, 26

+7.05K

0.10%

Farther Finance Advisors, LLC

20.41K

Jun 30, 26

+1.50K

0.10%

Herold Advisors, Inc.

20.03K

Jun 30, 26

+3.68K

0.10%

Bayshore Capital Advisors, LLC

20.00K

Jun 30, 26

+20.00K

0.10%

Cornerstone Wealth Management, LLC

19.74K

Jun 30, 26

+2.09K

0.09%

PENNEY FINANCIAL, LLC

19.66K

Jun 30, 26

+19.66K

0.09%

Occidental Asset Management, LLC

19.37K

Jun 30, 26

+8.72K

0.09%

Ulland Investment Advisors, LLC

19.23K

Jun 30, 26

+2.15K

0.09%

GKV Capital Management Co., Inc.

19.00K

Jun 30, 26

-1.02K

0.09%

Gilliland Jeter Wealth Management LLC

18.99K

Jun 30, 26

+11.07K

0.09%

JOHNSON INVESTMENT COUNSEL INC

18.92K

Jun 30, 26

0.09%

AE Wealth Management LLC

17.91K

Jun 30, 26

-28.19K

0.09%

Dynamic Advisor Solutions LLC

17.64K

Jun 30, 26

+947

0.08%

Envestnet Portfolio Solutions, Inc.

17.18K

Jun 30, 26

-35

0.08%

WEDBUSH SECURITIES INC

17.05K

Jun 30, 26

+4.93K

0.08%

Autumn Glory Partners, LLC

16.34K

Jun 30, 26

+16.34K

0.08%

Avidian Wealth Solutions, LLC

15.74K

Jun 30, 26

0.08%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

15.38K

Jun 30, 26

+546

0.07%

Princeton Global Asset Management LLC

15.11K

Jun 30, 26

+7.91K

0.07%

Prime Capital Investment Advisors, LLC

14.98K

Jun 30, 26

+2.57K

0.07%

KINGSWOOD WEALTH ADVISORS, LLC

14.70K

Jun 30, 26

+6.55K

0.07%

Next Level Private LLC

14.49K

Jun 30, 26

-802

0.07%

CHANNEL WEALTH LLC

14.03K

Jun 30, 26

+14.03K

0.07%

CASCADE INVESTMENT GROUP, INC.

13.57K

Jun 30, 26

+1.79K

0.06%

Insight Wealth Strategies, LLC

13.16K

Jun 30, 26

+3.60K

0.06%

Guided Capital Wealth Management, LLC

13.07K

Jun 30, 26

0.06%

LexAurum Advisors, LLC

13.06K

Jun 30, 26

+610

0.06%

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

12.12K

Jun 30, 26

0.06%

PFG Investments, LLC

12.07K

Jun 30, 26

-1.23K

0.06%

Canvas Wealth Advisors, LLC

11.59K

Jun 30, 26

+961

0.06%

Whipplewood Advisors, LLC

11.29K

Jun 30, 26

-6.95K

0.05%

Encompass More Asset Management

11.05K

Jun 30, 26

+11.05K

0.05%

NWF Advisory Services Inc.

11.02K

Jun 30, 26

+11.02K

0.05%

SALEM INVESTMENT COUNSELORS INC

10.88K

Jun 30, 26

+3.81K

0.05%

HARBOR INVESTMENT ADVISORY, LLC

10.62K

Jun 30, 26

0.05%

PARSONS CAPITAL MANAGEMENT INC/RI

10.43K

Jun 30, 26

+3.04K

0.05%

B. Riley Wealth Advisors, Inc.

10.35K

Jun 30, 26

+3.64K

0.05%

Latitude Advisors, LLC

10.06K

Jun 30, 26

+169

0.05%

Abel Hall, LLC

10.00K

Jun 30, 26

0.05%

Monument Capital Management

9.84K

Jun 30, 26

+9.84K

0.05%

COLLECTIVE FAMILY OFFICE LLC

9.82K

Jun 30, 26

-1.25K

0.05%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

9.23K

Jun 30, 26

+3.77K

0.04%

MCIA Inc

8.90K

Jun 30, 26

+8.90K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

8.88K

Jun 30, 26

+503

0.04%

Dakota Wealth Management

8.82K

Jun 30, 26

+870

0.04%

Quad-Cities Investment Group, LLC

8.72K

Jun 30, 26

+412

0.04%

BROWN WEALTH MANAGEMENT, LLC

8.68K

Jun 30, 26

+8.68K

0.04%

Collier Financial

8.09K

Jun 30, 26

+432

0.04%

HERBST GROUP, LLC

8.01K

Jun 30, 26

-3.79K

0.04%

SHEETS SMITH WEALTH MANAGEMENT

7.91K

Jun 30, 26

+1.18K

0.04%

FORTRESS PRIVATE LEDGER, LLC

7.81K

Jun 30, 26

+7.81K

0.04%

Waterloo Capital, L.P.

7.77K

Jun 30, 26

+1.50K

0.04%

SeaCrest Wealth Management, LLC

7.68K

Jun 30, 26

-900

0.04%

Sigma Planning Corp

7.57K

Jun 30, 26

+59

0.04%

FIFTH THIRD BANCORP

7.56K

Jun 30, 26

-541

0.04%

Jacobi Capital Management LLC

7.49K

Jun 30, 26

+869

0.04%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

7.47K

Jun 30, 26

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

7.40K

Jun 30, 26

+7.40K

0.04%

Grant Private Wealth Management Inc

7.20K

Jun 30, 26

-246

0.03%

PRIVATE TRUST CO NA

7.16K

Jun 30, 26

-2.63K

0.03%

Capital Investment Advisory Services, LLC

7.10K

Jun 30, 26

+313

0.03%

7.01K

Jun 30, 26

+2.27K

0.03%

Clarity Wealth Advisors, LLC

6.75K

Jun 30, 26

+200

0.03%

PRINCIPAL SECURITIES, INC.

6.64K

Jun 30, 26

+42

0.03%

Saxony Capital Management, LLC

6.58K

Jun 30, 26

-29

0.03%

Summit Asset Management, LLC

6.55K

Jun 30, 26

+6.55K

0.03%

Belpointe Asset Management LLC

6.53K

Jun 30, 26

-1.91K

0.03%

Fortis Capital Advisors, LLC

6.53K

Jun 30, 26

-1.91K

0.03%

Prospera Financial Services Inc

6.26K

Jun 30, 26

+735

0.03%

Hixon Zuercher, LLC

6.26K

Jun 30, 26

-3.87K

0.03%

Cypress Wealth Services, LLC

6.17K

Jun 30, 26

+6.17K

0.03%

Geneos Wealth Management Inc.

6.14K

Jun 30, 26

+3.28K

0.03%

Synergy Financial Group, LTD

5.69K

Jun 30, 26

-7.02K

0.03%

Argyle Capital Partners, LLC

5.67K

Jun 30, 26

+5.67K

0.03%

Accurate Wealth Management, LLC

5.65K

Jun 30, 26

+1.65K

0.03%

Benchmark Financial Wealth Advisors, LLC

5.30K

Jun 30, 26

+5.30K

0.03%

EdgeRock Capital LLC

5.12K

Jun 30, 26

0.02%

Keystone Financial Group

5.09K

Jun 30, 26

+5.09K

0.02%

Sowell Financial Services LLC

5.03K

Jun 30, 26

-645

0.02%

NBC SECURITIES, INC.

4.94K

Jun 30, 26

+359

0.02%

Capital Investment Advisors, LLC

4.90K

Jun 30, 26

+201

0.02%

Kercheville Advisors, LLC

4.87K

Jun 30, 26

+450

0.02%

WORLD EQUITY GROUP, INC.

4.78K

Jun 30, 26

0.02%

Ignite Planners, LLC

4.62K

Jun 30, 26

0.02%

DAYMARK WEALTH PARTNERS, LLC

4.40K

Jun 30, 26

0.02%

Sovran Advisors, LLC

4.37K

Jun 30, 26

+139

0.02%

Symphony Financial, Ltd. Co.

4.25K

Jun 30, 26

+200

0.02%

Physician Wealth Advisors, Inc.

4.23K

Jun 30, 26

+847

0.02%

FIRST BUSINESS FINANCIAL SERVICES, INC.

4.08K

Jun 30, 26

0.02%

Gateway Wealth Partners, LLC

3.91K

Jun 30, 26

-5.92K

0.02%

RICHARDS, MERRILL & PETERSON, INC.

3.81K

Jun 30, 26

+25

0.02%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

3.59K

Jun 30, 26

+3.58K

0.02%

Ashton Thomas Private Wealth, LLC

3.56K

Jun 30, 26

0.02%

GGM Financials LLC

3.11K

Jun 30, 26

+25

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.83K

Jun 30, 26

+605

0.01%

Parallel Advisors, LLC

2.59K

Jun 30, 26

+2.59K

0.01%

Activest Wealth Management

2.20K

Jun 30, 26

+1.00K

0.01%

Western Pacific Wealth Management, LP

1.40K

Jun 30, 26

+1.40K

0.01%

Ritter Daniher Financial Advisory LLC / DE

1.35K

Jun 30, 26

0.01%

TSFG, LLC

817

Jun 30, 26

+817

0.00%

Dunhill Financial, LLC

754

Jun 30, 26

+504

0.00%

CoreCap Advisors, LLC

719

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

617

Jun 30, 26

+617

0.00%

WOLFF WIESE MAGANA LLC

501

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

311

Jun 30, 26

+105

0.00%

Rossby Financial, LCC

300

Jun 30, 26

0.00%

BIRCHBROOK, INC.

290

Jun 30, 26

+290

0.00%

Continuum Advisory, LLC

280

Jun 30, 26

+280

0.00%

IFP Advisors, Inc

196

Jun 30, 26

+96

0.00%

ASSETMARK, INC

176

Jun 30, 26

+176

0.00%

Ronald Blue Trust, Inc.

150

Jun 30, 26

-2.85K

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

+32

0.00%

Aspect Partners, LLC

Jun 30, 26

+10

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Core Wealth Partners LLC

Jun 30, 26

-5.11K

Procyon Advisors, LLC

Jun 30, 26

-4.58K

Spire Wealth Management

Jun 30, 26

-25

Root Financial Partners, LLC

Jun 30, 26

-264

Golden State Equity Partners

Jun 30, 26

-50

Hamilton Wealth, LLC

Jun 30, 26

-7.00K

Americana Partners, LLC

Jun 30, 26

-14.68K

EverSource Wealth Advisors, LLC

Jun 30, 26

-16

Integrity Investment Advisors, LLC

Jun 30, 26

-4.98K

Buckingham Strategic Partners

Jun 30, 26

-6.24K

MILESTONE ASSET MANAGEMENT, LLC

Jun 30, 26

-20.06K

BANK OF AMERICA CORP /DE/

2.96M

Mar 31, 26

+523.22K

14.14%

Requisite Capital Management, LLC

2.32M

Mar 31, 26

+45.94K

11.08%

WELLS FARGO & COMPANY/MN

1.72M

Mar 31, 26

+1.05M

8.20%

RAYMOND JAMES FINANCIAL INC

1.21M

Mar 31, 26

+749.36K

5.76%

SK Wealth Management, LLC

909.78K

Mar 31, 26

+38.05K

4.35%

Modern Wealth Management, LLC

582.93K

Mar 31, 26

+326.49K

2.79%

Cerity Partners LLC

575.28K

Mar 31, 26

+29.36K

2.75%

Evergreen Wealth Solutions, LLC

431.59K

Mar 31, 26

+23.04K

2.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

424.79K

Mar 31, 26

+106.40K

2.03%

UBS Group AG

414.03K

Mar 31, 26

+85.25K

1.98%

WNY Asset Management, LLC

383.63K

Mar 31, 26

+383.63K

1.83%

ROYAL BANK OF CANADA

376.61K

Mar 31, 26

+73.49K

1.80%

Graney & King, LLC

372.38K

Mar 31, 26

+40.36K

1.78%

Equitable Holdings, Inc.

343.32K

Mar 31, 26

+67.85K

1.64%

ADVISOR GROUP HOLDINGS, INC.

336.87K

Mar 31, 26

+59.21K

1.61%

Cetera Investment Advisers

294.92K

Mar 31, 26

+71.20K

1.41%

Rockefeller Capital Management L.P.

217.51K

Mar 31, 26

+79.69K

1.04%

Wick Capital Partners, LLC

204.98K

Mar 31, 26

+6.50K

0.98%

Kingsview Wealth Management, LLC

146.45K

Mar 31, 26

+9.17K

0.70%

STIFEL FINANCIAL CORP

134.23K

Mar 31, 26

+32.96K

0.64%

Steward Partners Investment Advisory, LLC

129.22K

Mar 31, 26

+46.57K

0.62%

Delta Investment Management, LLC

120.11K

Mar 31, 26

+8.79K

0.57%

Stratos Wealth Partners, LTD.

113.57K

Mar 31, 26

+58.33K

0.54%

Horizon Investments, LLC

111.43K

Mar 31, 26

+57.63K

0.53%

American Alpha Advisors, LLC

105.43K

Mar 31, 26

+2.30K

0.50%

Whalen Wealth Management Inc.

97.71K

Mar 31, 26

+27.04K

0.47%

GOLDMAN SACHS GROUP INC

93.38K

Mar 31, 26

+40.95K

0.45%

Northeast Financial Group, Inc.

93.04K

Mar 31, 26

-230.00K

0.44%

Focused Wealth Management, Inc

91.27K

Mar 31, 26

-385

0.44%

FRG Family Wealth Advisors LLC

86.83K

Mar 31, 26

+57.15K

0.42%

Waverly Advisors, LLC

84.61K

Mar 31, 26

+73.39K

0.40%

Semus Wealth Partners LLC

84.19K

Mar 31, 26

+2.46K

0.40%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

81.87K

Mar 31, 26

+40.10K

0.39%

JANE STREET GROUP, LLC

75.69K

Mar 31, 26

-5.76K

0.36%

CAPTRUST FINANCIAL ADVISORS

69.94K

Mar 31, 26

+10.88K

0.33%

Tandem Financial, LLC

63.19K

Mar 31, 26

+63.19K

0.30%

Mariner, LLC

62.30K

Mar 31, 26

+4.44K

0.30%

MML INVESTORS SERVICES, LLC

59.03K

Mar 31, 26

+51.98K

0.28%

Invst, LLC

58.97K

Mar 31, 26

+17.27K

0.28%

POTENTIA WEALTH

52.22K

Mar 31, 26

+236

0.25%

JPMORGAN CHASE & CO

51.27K

Mar 31, 26

+47.61K

0.25%

Independent Advisor Alliance

50.96K

Mar 31, 26

+50.96K

0.24%

U.S. Capital Wealth Advisors, LLC

50.06K

Mar 31, 26

+21.01K

0.24%

Perigon Wealth Management, LLC

49.81K

Mar 31, 26

+2.33K

0.24%

Sunbelt Securities, Inc.

48.81K

Mar 31, 26

+14.13K

0.23%

Western Wealth Management, LLC

47.36K

Mar 31, 26

+8.55K

0.23%

Navis Wealth Advisors, LLC

47.11K

Mar 31, 26

0.23%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

46.27K

Mar 31, 26

+39.64K

0.22%

M Holdings Securities, Inc.

43.55K

Mar 31, 26

+1.32K

0.21%

INVESTMENT COUNSEL CO OF NEVADA

40.08K

Mar 31, 26

+25.08K

0.19%

NewEdge Advisors, LLC

38.33K

Mar 31, 26

-5.62K

0.18%

Hexagon Capital Partners LLC

37.11K

Mar 31, 26

+7.15K

0.18%

Clay Northam Wealth Management, LLC

34.66K

Mar 31, 26

+5.30K

0.17%

JONES FINANCIAL COMPANIES LLLP

34.58K

Mar 31, 26

+30.82K

0.17%

EP Wealth Advisors, LLC

33.41K

Mar 31, 26

+29.61K

0.16%

Frederick Financial Consultants, LLC

31.36K

Mar 31, 26

+236

0.15%

Joseph P. Lucia & Associates, LLC

27.42K

Mar 31, 26

+16.17K

0.13%

Legacy Capital Wealth Partners, LLC

27.30K

Mar 31, 26

+27.30K

0.13%

RENAISSANCE TECHNOLOGIES LLC

25.50K

Mar 31, 26

+25.50K

0.12%

Brinker Capital Investments, LLC

23.66K

Mar 31, 26

-23.93K

0.11%

Mayfair Advisory Group, LLC

23.62K

Mar 31, 26

+1.33K

0.11%

Newbridge Financial Services Group, Inc.

22.47K

Mar 31, 26

+3.15K

0.11%

SMART Wealth LLC

22.02K

Mar 31, 26

+22.02K

0.11%

Moors & Cabot, Inc.

21.82K

Mar 31, 26

+128

0.10%

SRS Capital Advisors, Inc.

20.98K

Mar 31, 26

+20.98K

0.10%

Concentrum Wealth Management

20.23K

Mar 31, 26

+20.23K

0.10%

Sanctuary Advisors, LLC

19.88K

Mar 31, 26

+1.38K

0.10%

GREAT VALLEY ADVISOR GROUP, INC.

19.23K

Mar 31, 26

+3.53K

0.09%

Summit Financial, LLC

18.79K

Mar 31, 26

+251

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

18.72K

Mar 31, 26

-5.70K

0.09%

Beacon Pointe Advisors, LLC

17.38K

Mar 31, 26

+12.72K

0.08%

Eldridge Investment Advisors, Inc.

15.48K

Mar 31, 26

-12.04K

0.07%

Stillwater Wealth Management Group

15.29K

Mar 31, 26

+15.29K

0.07%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

14.89K

Mar 31, 26

+7.57K

0.07%

RMB Capital Management, LLC

13.96K

Mar 31, 26

-1.24K

0.07%

Fundamentum, LLC

13.15K

Mar 31, 26

-94

0.06%

Balboa Wealth Partners

12.86K

Mar 31, 26

+4.39K

0.06%

IHT Wealth Management, LLC

12.68K

Mar 31, 26

+1.27K

0.06%

Stratos Wealth Advisors, LLC

12.06K

Mar 31, 26

+12.06K

0.06%

Pasadena Private Wealth, LLC

11.57K

Mar 31, 26

+700

0.06%

MORGAN STANLEY

11.43K

Mar 31, 26

+5.08K

0.05%

Visionary Wealth Advisors

11.26K

Mar 31, 26

+378

0.05%

White Knight Strategic Wealth Advisors, LLC

10.83K

Mar 31, 26

-4.07K

0.05%

Occidental Asset Management, LLC

10.65K

Mar 31, 26

+1.53K

0.05%

Mutual Advisors, LLC

10.59K

Mar 31, 26

+2.09K

0.05%

STAR Financial Bank

9.71K

Mar 31, 26

+2.15K

0.05%

SCOTIA CAPITAL INC.

8.93K

Mar 31, 26

+262

0.04%

FIRST MANHATTAN CO. LLC.

8.79K

Mar 31, 26

+8.79K

0.04%

MOSELEY INVESTMENT MANAGEMENT INC

8.52K

Mar 31, 26

-683

0.04%

Core Wealth Advisors, Inc.

8.12K

Mar 31, 26

+8.12K

0.04%

WESTBOURNE INVESTMENTS, INC.

8.12K

Mar 31, 26

+43

0.04%

Dakota Wealth Management

7.95K

Mar 31, 26

+7.95K

0.04%

Comprehensive Money Management Services LLC

7.91K

Mar 31, 26

+2.19K

0.04%

Sigma Planning Corp

7.51K

Mar 31, 26

+1.90K

0.04%

Vise Technologies, Inc.

7.26K

Mar 31, 26

0.03%

Soundwatch Capital LLC

6.86K

Mar 31, 26

+6.86K

0.03%

NICOLET BANKSHARES INC

6.85K

Mar 31, 26

+6.85K

0.03%

L & S Advisors Inc

6.75K

Mar 31, 26

+6.75K

0.03%

CFO4Life Group, LLC

6.37K

Mar 31, 26

0.03%

Vestmark Advisory Solutions, Inc.

6.31K

Mar 31, 26

+6.31K

0.03%

Mount Yale Investment Advisors, LLC

6.31K

Mar 31, 26

+6.31K

0.03%

CAPITAL PERFORMANCE ADVISORS LLP

6.25K

Mar 31, 26

-413

0.03%

Wealth Alliance

6.21K

Mar 31, 26

+219

0.03%

Integrated Wealth Concepts LLC

6.08K

Mar 31, 26

+6.08K

0.03%

StoneX Group Inc.

5.89K

Mar 31, 26

+94

0.03%

Jupiter Wealth Management LLC

5.89K

Mar 31, 26

0.03%

REGATTA CAPITAL GROUP, LLC

5.75K

Mar 31, 26

0.03%

Intrepid Financial Planning Group LLC

5.68K

Mar 31, 26

+5.68K

0.03%

Betterment LLC

5.50K

Mar 31, 26

+331

0.03%

Hilltop Holdings Inc.

5.48K

Mar 31, 26

+725

0.03%

CWM, LLC

5.06K

Mar 31, 26

+945

0.02%

Disciplined Investors, L.L.C.

4.84K

Mar 31, 26

+4.84K

0.02%

Capital Investment Advisors, LLC

4.70K

Mar 31, 26

+51

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

4.58K

Mar 31, 26

+451

0.02%

BlackDiamond Wealth Management Inc.

4.43K

Mar 31, 26

0.02%

US BANCORP \DE\

4.12K

Mar 31, 26

+396

0.02%

SHELTON CAPITAL MANAGEMENT

4.00K

Mar 31, 26

+4.00K

0.02%

Advisory Services Network, LLC

3.52K

Mar 31, 26

+3.52K

0.02%

Geneos Wealth Management Inc.

2.86K

Mar 31, 26

+554

0.01%

Redwood Park Advisors LLC

1.10K

Mar 31, 26

0.01%

FRANKLIN RESOURCES INC

1.00K

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

665

Mar 31, 26

+14

0.00%

Manchester Capital Management LLC

576

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

334

Mar 31, 26

+334

0.00%

Dunhill Financial, LLC

250

Mar 31, 26

0.00%

BESSEMER GROUP INC

200

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

200

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

+20

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

-1.63K

Garden State Investment Advisory Services LLC

Mar 31, 26

-10.45K

Ameritas Advisory Services, LLC

Mar 31, 26

-3.88K

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-5.22K

Neuberger Berman Group LLC

Mar 31, 26

-14.47K

Elite Wealth Management, Inc.

Mar 31, 26

-4.27K

Vienna Asset Management LLC

Mar 31, 26

-3.94K

Verity Asset Management, Inc.

Mar 31, 26

-19.83K

FOREFRONT WEALTH MANAGEMENT INC.

42.17K

Dec 31, 25

+469

0.20%

McCarthy & Cox

7.50K

Dec 31, 25

-397.55K

0.04%

MidWestOne Financial Group, Inc.

6.85K

Dec 31, 25

0.03%

COMERICA BANK

2.52K

Dec 31, 25

+586

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-797

Pineridge Advisors LLC

568.17K

Sep 30, 25

+568.17K

2.72%

Fortress Wealth Management, Inc.

39.63K

Sep 30, 25

+15.51K

0.19%

Graypoint LLC

78.34K

Jun 30, 25

+78.34K

0.37%

Good Life Advisors, LLC

38.13K

Jun 30, 25

-1.88K

0.18%

Tyler-Stone Wealth Management

15.99K

Jun 30, 25

-5

0.08%