Goldman Sachs Equal Weight U.S. Large Cap Equity ETF(GSEW)

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Goldman Sachs Equal Weight U.S. Large Cap Equity ETF(GSEW)

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$94.61—

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GSEW(GSEW)

GSEW

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

Institutional Ownership

Top 224 Institutional Holders

Holder	Shares	Date	Change	% Held
Integrated Wealth Concepts LLC	1.20M	Mar 31, 26	-10.96K	6.38%
Members Trust Co	1.09M	Mar 31, 26	-17.82K	5.78%
MORGAN STANLEY	861.14K	Mar 31, 26	-66.11K	4.58%
RAYMOND JAMES FINANCIAL INC	633.69K	Mar 31, 26	+70.69K	3.37%
BANK OF AMERICA CORP /DE/	628.50K	Mar 31, 26	-127.01K	3.34%
Aptus Capital Advisors, LLC	543.28K	Mar 31, 26	-45.20K	2.89%
CKW FINANCIAL GROUP	487.81K	Mar 31, 26	+2.86K	2.59%
Great Lakes Retirement, Inc.	428.81K	Mar 31, 26	+3.77K	2.28%
AMERIPRISE FINANCIAL INC	407.54K	Mar 31, 26	+597	2.17%
LPL Financial LLC	400.18K	Mar 31, 26	-44.67K	2.13%
WELLS FARGO & COMPANY/MN	390.85K	Mar 31, 26	+101.11K	2.08%
GUARDIAN WEALTH ADVISORS, LLC / NC	296.65K	Mar 31, 26	-14.97K	1.58%
ENVESTNET ASSET MANAGEMENT INC	241.94K	Mar 31, 26	+231.35K	1.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	235.16K	Mar 31, 26	+29.18K	1.25%
Resources Investment Advisors, LLC.	220.96K	Mar 31, 26	-90.89K	1.18%
IFP Advisors, Inc	219.07K	Mar 31, 26	+7.41K	1.17%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	190.28K	Mar 31, 26	+11.80K	1.01%
Horizon Investments, LLC	156.36K	Mar 31, 26	-11.28K	0.83%
QUEST INVESTMENT MANAGEMENT LLC	151.62K	Mar 31, 26	+13.16K	0.81%
CoreCap Advisors, LLC	147.20K	Mar 31, 26	+9.72K	0.78%
UBS Group AG	123.77K	Mar 31, 26	+1.41K	0.66%
Cerity Partners LLC	107.65K	Mar 31, 26	+13.85K	0.57%
Rockefeller Capital Management L.P.	104.93K	Mar 31, 26	+4.67K	0.56%
Kilter Group LLC	104.88K	Mar 31, 26	+5.01K	0.56%
Envestnet Portfolio Solutions, Inc.	100.97K	Mar 31, 26	-6.28K	0.54%
Advisors Preferred, LLC	100.00K	Mar 31, 26	+62.60K	0.53%
MTC Wealth Management LLC	99.55K	Mar 31, 26	-6.29K	0.53%
Lineweaver Wealth Advisors, LLC	90.04K	Mar 31, 26	+1.49K	0.48%
Perigon Wealth Management, LLC	89.96K	Mar 31, 26	+3.12K	0.48%
Creative Planning	88.84K	Mar 31, 26	+2.92K	0.47%
Sierra Capital LLC	88.12K	Mar 31, 26	-806	0.47%
COMMONWEALTH EQUITY SERVICES, LLC	86.75K	Mar 31, 26	+19.71K	0.46%
ROYAL BANK OF CANADA	83.94K	Mar 31, 26	-10.64K	0.45%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	80.52K	Mar 31, 26	-96.82K	0.43%
AlphaCore Capital LLC	77.50K	Mar 31, 26	-6.00K	0.41%
WESCAP Management Group, Inc.	70.33K	Mar 31, 26	+973	0.37%
Dorsey & Whitney Trust CO LLC	58.99K	Mar 31, 26	--	0.31%
Wealthcare Advisory Partners LLC	58.82K	Mar 31, 26	+532	0.31%
Wilkins Miller Wealth Management, LLC	58.55K	Mar 31, 26	-1.81K	0.31%
STIFEL FINANCIAL CORP	58.34K	Mar 31, 26	+7.99K	0.31%
FIRST INTERSTATE BANK	57.80K	Mar 31, 26	-3.90K	0.31%
PARSONS CAPITAL MANAGEMENT INC/RI	56.45K	Mar 31, 26	+19.20K	0.30%
HARBOUR INVESTMENTS, INC.	55.16K	Mar 31, 26	+8.23K	0.29%
FIRST NATIONAL BANK OF OMAHA	49.55K	Mar 31, 26	+4.98K	0.26%
Gladstone Institutional Advisory LLC	48.48K	Mar 31, 26	+4.50K	0.26%
United Advisor Group, LLC	47.81K	Mar 31, 26	-3.56K	0.25%
Kathmere Capital Management, LLC	47.48K	Mar 31, 26	--	0.25%
Clear Harbor Asset Management, LLC	46.15K	Mar 31, 26	+46.15K	0.25%
JPMORGAN CHASE & CO	43.79K	Mar 31, 26	+28.66K	0.23%
Cambridge Investment Research Advisors, Inc.	40.10K	Mar 31, 26	+12.73K	0.21%
Janney Montgomery Scott LLC	39.49K	Mar 31, 26	-45.87K	0.21%
EP Wealth Advisors, LLC	38.60K	Mar 31, 26	-38	0.21%
VALICENTI ADVISORY SERVICES INC	37.55K	Mar 31, 26	+12.72K	0.20%
FIFTH THIRD SECURITIES, INC.	37.46K	Mar 31, 26	+3.29K	0.20%
Mariner, LLC	36.94K	Mar 31, 26	+14.24K	0.20%
Merit Financial Group, LLC	34.59K	Mar 31, 26	-1.58K	0.18%
ADVISOR GROUP HOLDINGS, INC.	34.45K	Mar 31, 26	+20.60K	0.18%
WILEY BROS.-AINTREE CAPITAL, LLC	34.05K	Mar 31, 26	-27.56K	0.18%
GOLDMAN SACHS GROUP INC	33.42K	Mar 31, 26	+2.35K	0.18%
Savvy Advisors, Inc.	32.64K	Mar 31, 26	+68	0.17%
HighTower Advisors, LLC	32.26K	Mar 31, 26	-2.53K	0.17%
FLAGSHIP HARBOR ADVISORS, LLC	30.91K	Mar 31, 26	+30.91K	0.16%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	29.86K	Mar 31, 26	+1.95K	0.16%
Nautilus Advisors LLC	27.75K	Mar 31, 26	-1.36K	0.15%
CROBAN	26.53K	Mar 31, 26	+26.53K	0.14%
HANSEATIC MANAGEMENT SERVICES INC	26.47K	Mar 31, 26	+26.47K	0.14%
BANK OF MONTREAL /CAN/	26.02K	Mar 31, 26	+26.02K	0.14%
Kestra Advisory Services, LLC	22.31K	Mar 31, 26	+19.47K	0.12%
FRG Family Wealth Advisors LLC	21.93K	Mar 31, 26	+13.12K	0.12%
STEPHENS INC /AR/	20.46K	Mar 31, 26	+1.28K	0.11%
CARY STREET PARTNERS FINANCIAL LLC	20.23K	Mar 31, 26	+4.12K	0.11%
Westshore Wealth, LLC	19.49K	Mar 31, 26	-833	0.10%
Capital Advisors Wealth Management, LLC	19.44K	Mar 31, 26	-131	0.10%
CWM, LLC	17.07K	Mar 31, 26	-179	0.09%
O'ROURKE & COMPANY, Inc	16.79K	Mar 31, 26	+1.56K	0.09%
Cetera Investment Advisers	16.76K	Mar 31, 26	+3.83K	0.09%
Virtue Capital Management, LLC	16.57K	Mar 31, 26	-731	0.09%
Firestone Capital Management	15.88K	Mar 31, 26	+3.63K	0.08%
Golden State Equity Partners	13.16K	Mar 31, 26	+13.16K	0.07%
Advisory Services Network, LLC	12.80K	Mar 31, 26	+684	0.07%
PFG Investments, LLC	12.72K	Mar 31, 26	+425	0.07%
Fort Point Capital Partners LLC	12.20K	Mar 31, 26	-5.07K	0.06%
Western Wealth Management, LLC	11.93K	Mar 31, 26	+4.08K	0.06%
EXENCIAL WEALTH ADVISORS, LLC	11.61K	Mar 31, 26	--	0.06%
Legacy Private Trust Co.	11.58K	Mar 31, 26	-456	0.06%
Security National Bank	10.74K	Mar 31, 26	+824	0.06%
Sound Financial Strategies Group, LLC	10.52K	Mar 31, 26	+10.52K	0.06%
Steward Partners Investment Advisory, LLC	10.48K	Mar 31, 26	+1.74K	0.06%
CAPITAL PERFORMANCE ADVISORS LLP	10.38K	Mar 31, 26	+1.12K	0.06%
Princeton Global Asset Management LLC	9.96K	Mar 31, 26	-4.80K	0.05%
AQR CAPITAL MANAGEMENT LLC	9.67K	Mar 31, 26	-116	0.05%
Mendel Money Management	9.36K	Mar 31, 26	+3.30K	0.05%
Brand Asset Management Group, Inc.	9.04K	Mar 31, 26	-139	0.05%
Allie Family Office LLC	8.75K	Mar 31, 26	+8.75K	0.05%
Sanctuary Advisors, LLC	8.37K	Mar 31, 26	+4.82K	0.04%
Paragon Capital Management LLC	8.31K	Mar 31, 26	+57	0.04%
Arkadios Wealth Advisors	7.55K	Mar 31, 26	+77	0.04%
Pflug Koory, LLC	7.42K	Mar 31, 26	-377	0.04%
HRT FINANCIAL LP	7.11K	Mar 31, 26	+7.11K	0.04%
CVA Family Office, LLC	7.09K	Mar 31, 26	+1	0.04%
Private Wealth Partners, LLC	7.04K	Mar 31, 26	--	0.04%
Equitable Holdings, Inc.	6.99K	Mar 31, 26	+1.31K	0.04%
Quantinno Capital Management LP	6.78K	Mar 31, 26	+3.51K	0.04%
Barnett & Company, Inc.	6.71K	Mar 31, 26	-220	0.04%
Central Pacific Bank - Trust Division	6.34K	Mar 31, 26	--	0.03%
Eldridge Investment Advisors, Inc.	6.20K	Mar 31, 26	-90	0.03%
Quad-Cities Investment Group, LLC	6.13K	Mar 31, 26	+371	0.03%
Astra Wealth Partners LLC	5.98K	Mar 31, 26	--	0.03%
ORG Wealth Partners, LLC	5.94K	Mar 31, 26	+5.94K	0.03%
Vawter Financial, Ltd.	5.83K	Mar 31, 26	+11	0.03%
RICHARDS, MERRILL & PETERSON, INC.	5.47K	Mar 31, 26	+532	0.03%
Sterneck Capital Management, LLC	5.44K	Mar 31, 26	+332	0.03%
Colony Group, LLC	4.98K	Mar 31, 26	--	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	4.87K	Mar 31, 26	--	0.03%
GTS SECURITIES LLC	4.73K	Mar 31, 26	+4.73K	0.03%
MAI Capital Management	4.72K	Mar 31, 26	-94	0.03%
Concurrent Investment Advisors, LLC	4.63K	Mar 31, 26	+4.63K	0.02%
TRANSCEND CAPITAL ADVISORS, LLC	4.57K	Mar 31, 26	+558	0.02%
MERCER GLOBAL ADVISORS INC /ADV	4.54K	Mar 31, 26	-2.96K	0.02%
Jackson, Grant Investment Advisers, Inc.	4.49K	Mar 31, 26	--	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.28K	Mar 31, 26	+123	0.02%
Stratos Wealth Advisors, LLC	4.15K	Mar 31, 26	--	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3.85K	Mar 31, 26	-350	0.02%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	3.75K	Mar 31, 26	-423	0.02%
WBH ADVISORY INC	3.70K	Mar 31, 26	+223	0.02%
LexAurum Advisors, LLC	3.62K	Mar 31, 26	+3.62K	0.02%
Bouchey Financial Group Ltd	3.60K	Mar 31, 26	--	0.02%
FMR LLC	3.48K	Mar 31, 26	+1.03K	0.02%
COMMERCE BANK	3.39K	Mar 31, 26	--	0.02%
Accelerate Investment Advisors LLC	3.37K	Mar 31, 26	+2	0.02%
BBR PARTNERS, LLC	3.34K	Mar 31, 26	--	0.02%
Aprio Wealth Management, LLC	3.33K	Mar 31, 26	+3.33K	0.02%
Jacobi Capital Management LLC	3.28K	Mar 31, 26	+3.28K	0.02%
LeClair Wealth Partners LLC	3.11K	Mar 31, 26	+3.11K	0.02%
Wealthspire Advisors, LLC	3.00K	Mar 31, 26	+3.00K	0.02%
Atria Investments, Inc	2.92K	Mar 31, 26	+2.92K	0.02%
Snowden Capital Advisors LLC	2.84K	Mar 31, 26	-687	0.02%
Vanguard Personalized Indexing Management, LLC	2.83K	Mar 31, 26	-2.05K	0.02%
Sequoia Financial Advisors, LLC	2.78K	Mar 31, 26	+207	0.01%
Sunpointe, LLC	2.75K	Mar 31, 26	-183	0.01%
SRS Capital Advisors, Inc.	2.70K	Mar 31, 26	--	0.01%
BlackDiamond Wealth Management Inc.	2.64K	Mar 31, 26	-16	0.01%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	2.61K	Mar 31, 26	-28	0.01%
Strategic Wealth Partners, Ltd.	2.53K	Mar 31, 26	-17	0.01%
SUMMIT WEALTH GROUP LLC / CO	2.53K	Mar 31, 26	+2.53K	0.01%
Virtu Financial LLC	2.36K	Mar 31, 26	+2.36K	0.01%
New England Capital Financial Advisors LLC	2.21K	Mar 31, 26	+6	0.01%
ANGELES WEALTH MANAGEMENT, LLC	1.60K	Mar 31, 26	--	0.01%
Golden State Wealth Management, LLC	1.44K	Mar 31, 26	+1.44K	0.01%
Arlington Trust Co LLC	1.37K	Mar 31, 26	--	0.01%
PDS Planning, Inc	1.15K	Mar 31, 26	+4	0.01%
Longview Financial Advisors, Inc.	1.05K	Mar 31, 26	+1.05K	0.01%
Bogart Wealth, LLC	878	Mar 31, 26	+3	0.00%
NewEdge Advisors, LLC	802	Mar 31, 26	-9.11K	0.00%
Tower Research Capital LLC (TRC)	542	Mar 31, 26	-9.11K	0.00%
SJS Investment Consulting Inc.	476	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	384	Mar 31, 26	+2	0.00%
LGT Financial Advisors LLC	380	Mar 31, 26	+380	0.00%
Larson Financial Group LLC	330	Mar 31, 26	+330	0.00%
PINNEY & SCOFIELD, INC.	320	Mar 31, 26	+1	0.00%
Rosenberg Matthew Hamilton	320	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	300	Mar 31, 26	--	0.00%
WHITTIER TRUST CO	296	Mar 31, 26	--	0.00%
Spire Wealth Management	221	Mar 31, 26	-385	0.00%
HUNTINGTON NATIONAL BANK	166	Mar 31, 26	+166	0.00%
Fairman Group, LLC	160	Mar 31, 26	--	0.00%
ALERUS FINANCIAL NA	151	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	110	Mar 31, 26	+110	0.00%
JONES FINANCIAL COMPANIES LLLP	101	Mar 31, 26	-68	0.00%
Allworth Financial LP	98	Mar 31, 26	-340	0.00%
AE Wealth Management LLC	54	Mar 31, 26	+54	0.00%
FIFTH THIRD BANCORP	44	Mar 31, 26	+44	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	39	Mar 31, 26	-178	0.00%
Plante Moran Financial Advisors, LLC	25	Mar 31, 26	+25	0.00%
1620 INVESTMENT ADVISORS, INC.	1	Mar 31, 26	--	0.00%
CI Private Wealth, LLC	--	Mar 31, 26	-7.82K	--
Modus Advisors, LLC	--	Mar 31, 26	-2	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-9.14K	--
KELLEHER FINANCIAL ADVISORS	--	Mar 31, 26	-1.20K	--
FINANCIAL CONSULATE, INC	--	Mar 31, 26	-240	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-76	--
Valmark Advisers, Inc.	--	Mar 31, 26	-3.23K	--
Richard P Slaughter Associates Inc	--	Mar 31, 26	-2.52K	--
Smartleaf Asset Management LLC	--	Mar 31, 26	-20	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-43	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-26.00K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-16.55K	--
CAPTRUST FINANCIAL ADVISORS	--	Mar 31, 26	-3.05K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-19.68K	--
FIRST COMMUNITY TRUST NA	--	Mar 31, 26	-37	--
Vantage Financial Partners, LLC	75.40K	Dec 31, 25	+3.72K	0.40%
Running Point Capital Advisors, LLC	10.12K	Dec 31, 25	--	0.05%
CIBC Private Wealth Group, LLC	8.32K	Dec 31, 25	+8.27K	0.04%
Global Retirement Partners, LLC	6.07K	Dec 31, 25	+11	0.03%
SageView Advisory Group, LLC	4.25K	Dec 31, 25	-398	0.02%
COMERICA BANK	44	Dec 31, 25	+44	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-425	--
SPC Financial, Inc.	87.69K	Sep 30, 25	-4.30K	0.47%
COUNTRY CLUB BANK /GFN	34.90K	Sep 30, 25	+3.82K	0.19%
FSA Wealth Management LLC	57	Sep 30, 25	--	0.00%
Summit X, LLC	2.70K	Jun 30, 25	--	0.01%
Iron Horse Wealth Management, LLC	740	Jun 30, 25	-60	0.00%
Christopher J. Hasenberg, Inc	117	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	6.93K	Mar 31, 25	+224	0.04%
BOSTON FINANCIAL MANGEMENT LLC	4.49K	Dec 31, 24	--	0.02%
Raymond James Financial Services Advisors, Inc.	229.44K	Sep 30, 24	+43.73K	1.22%
RAYMOND JAMES & ASSOCIATES	40.49K	Sep 30, 24	+27.37K	0.22%
RAYMOND JAMES TRUST N.A.	3.88K	Sep 30, 24	--	0.02%
Family Asset Management, LLC	2.58K	Sep 30, 24	+2.58K	0.01%
M&R CAPITAL MANAGEMENT INC	1.05K	Sep 30, 24	+220	0.01%
Abbrea Capital, LLC	27.25K	Jun 30, 24	+4.03K	0.14%
EMFO, LLC	2.60K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-600	--
PROVENCE WEALTH MANAGEMENT GROUP	500	Dec 31, 23	--	0.00%
Kistler-Tiffany Companies, LLC	73.63K	Jun 30, 23	-921	0.39%
Ashfield Capital Partners, LLC	71.71K	Sep 30, 22	-13.17K	0.38%
ACG Wealth	17.39K	Sep 30, 22	+3	0.09%
Freedman Financial Associates, Inc.	197	Mar 31, 22	+197	0.00%
Carroll Financial Associates, Inc.	98.14K	Dec 31, 21	--	0.52%
Country Club Trust Company, n.a.	18.70K	Dec 31, 21	+2.15K	0.10%
FMA ADVISORY INC	51.28K	Sep 30, 21	-3.55K	0.27%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	6.65K	Jun 30, 21	+1	0.04%
Advisor Group, Inc.	1.20K	Dec 31, 19	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	825	Dec 31, 19	+110	0.00%

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Holder

Date

Change

% Held

Integrated Wealth Concepts LLC

1.20M

Mar 31, 26

-10.96K

6.38%

Members Trust Co

1.09M

Mar 31, 26

-17.82K

5.78%

MORGAN STANLEY

861.14K

Mar 31, 26

-66.11K

4.58%

RAYMOND JAMES FINANCIAL INC

633.69K

Mar 31, 26

+70.69K

3.37%

BANK OF AMERICA CORP /DE/

628.50K

Mar 31, 26

-127.01K

3.34%

Aptus Capital Advisors, LLC

543.28K

Mar 31, 26

-45.20K

2.89%

CKW FINANCIAL GROUP

487.81K

Mar 31, 26

+2.86K

2.59%

Great Lakes Retirement, Inc.

428.81K

Mar 31, 26

+3.77K

2.28%

AMERIPRISE FINANCIAL INC

407.54K

Mar 31, 26

+597

2.17%

LPL Financial LLC

400.18K

Mar 31, 26

-44.67K

2.13%

WELLS FARGO & COMPANY/MN

390.85K

Mar 31, 26

+101.11K

2.08%

GUARDIAN WEALTH ADVISORS, LLC / NC

296.65K

Mar 31, 26

-14.97K

1.58%

ENVESTNET ASSET MANAGEMENT INC

241.94K

Mar 31, 26

+231.35K

1.29%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

235.16K

Mar 31, 26

+29.18K

1.25%

Resources Investment Advisors, LLC.

220.96K

Mar 31, 26

-90.89K

1.18%

IFP Advisors, Inc

219.07K

Mar 31, 26

+7.41K

1.17%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

190.28K

Mar 31, 26

+11.80K

1.01%

Horizon Investments, LLC

156.36K

Mar 31, 26

-11.28K

0.83%

QUEST INVESTMENT MANAGEMENT LLC

151.62K

Mar 31, 26

+13.16K

0.81%

CoreCap Advisors, LLC

147.20K

Mar 31, 26

+9.72K

0.78%

UBS Group AG

123.77K

Mar 31, 26

+1.41K

0.66%

Cerity Partners LLC

107.65K

Mar 31, 26

+13.85K

0.57%

Rockefeller Capital Management L.P.

104.93K

Mar 31, 26

+4.67K

0.56%

Kilter Group LLC

104.88K

Mar 31, 26

+5.01K

0.56%

Envestnet Portfolio Solutions, Inc.

100.97K

Mar 31, 26

-6.28K

0.54%

Advisors Preferred, LLC

100.00K

Mar 31, 26

+62.60K

0.53%

MTC Wealth Management LLC

99.55K

Mar 31, 26

-6.29K

0.53%

Lineweaver Wealth Advisors, LLC

90.04K

Mar 31, 26

+1.49K

0.48%

Perigon Wealth Management, LLC

89.96K

Mar 31, 26

+3.12K

0.48%

Creative Planning

88.84K

Mar 31, 26

+2.92K

0.47%

Sierra Capital LLC

88.12K

Mar 31, 26

-806

0.47%

COMMONWEALTH EQUITY SERVICES, LLC

86.75K

Mar 31, 26

+19.71K

0.46%

ROYAL BANK OF CANADA

83.94K

Mar 31, 26

-10.64K

0.45%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

80.52K

Mar 31, 26

-96.82K

0.43%

AlphaCore Capital LLC

77.50K

Mar 31, 26

-6.00K

0.41%

WESCAP Management Group, Inc.

70.33K

Mar 31, 26

+973

0.37%

Dorsey & Whitney Trust CO LLC

58.99K

Mar 31, 26

0.31%

Wealthcare Advisory Partners LLC

58.82K

Mar 31, 26

+532

0.31%

Wilkins Miller Wealth Management, LLC

58.55K

Mar 31, 26

-1.81K

0.31%

STIFEL FINANCIAL CORP

58.34K

Mar 31, 26

+7.99K

0.31%

FIRST INTERSTATE BANK

57.80K

Mar 31, 26

-3.90K

0.31%

PARSONS CAPITAL MANAGEMENT INC/RI

56.45K

Mar 31, 26

+19.20K

0.30%

HARBOUR INVESTMENTS, INC.

55.16K

Mar 31, 26

+8.23K

0.29%

FIRST NATIONAL BANK OF OMAHA

49.55K

Mar 31, 26

+4.98K

0.26%

Gladstone Institutional Advisory LLC

48.48K

Mar 31, 26

+4.50K

0.26%

United Advisor Group, LLC

47.81K

Mar 31, 26

-3.56K

0.25%

Kathmere Capital Management, LLC

47.48K

Mar 31, 26

0.25%

Clear Harbor Asset Management, LLC

46.15K

Mar 31, 26

+46.15K

0.25%

JPMORGAN CHASE & CO

43.79K

Mar 31, 26

+28.66K

0.23%

Cambridge Investment Research Advisors, Inc.

40.10K

Mar 31, 26

+12.73K

0.21%

Janney Montgomery Scott LLC

39.49K

Mar 31, 26

-45.87K

0.21%

EP Wealth Advisors, LLC

38.60K

Mar 31, 26

-38

0.21%

VALICENTI ADVISORY SERVICES INC

37.55K

Mar 31, 26

+12.72K

0.20%

FIFTH THIRD SECURITIES, INC.

37.46K

Mar 31, 26

+3.29K

0.20%

Mariner, LLC

36.94K

Mar 31, 26

+14.24K

0.20%

Merit Financial Group, LLC

34.59K

Mar 31, 26

-1.58K

0.18%

ADVISOR GROUP HOLDINGS, INC.

34.45K

Mar 31, 26

+20.60K

0.18%

WILEY BROS.-AINTREE CAPITAL, LLC

34.05K

Mar 31, 26

-27.56K

0.18%

GOLDMAN SACHS GROUP INC

33.42K

Mar 31, 26

+2.35K

0.18%

Savvy Advisors, Inc.

32.64K

Mar 31, 26

+68

0.17%

HighTower Advisors, LLC

32.26K

Mar 31, 26

-2.53K

0.17%

FLAGSHIP HARBOR ADVISORS, LLC

30.91K

Mar 31, 26

+30.91K

0.16%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

29.86K

Mar 31, 26

+1.95K

0.16%

Nautilus Advisors LLC

27.75K

Mar 31, 26

-1.36K

0.15%

CROBAN

26.53K

Mar 31, 26

+26.53K

0.14%

HANSEATIC MANAGEMENT SERVICES INC

26.47K

Mar 31, 26

+26.47K

0.14%

BANK OF MONTREAL /CAN/

26.02K

Mar 31, 26

+26.02K

0.14%

Kestra Advisory Services, LLC

22.31K

Mar 31, 26

+19.47K

0.12%

FRG Family Wealth Advisors LLC

21.93K

Mar 31, 26

+13.12K

0.12%

STEPHENS INC /AR/

20.46K

Mar 31, 26

+1.28K

0.11%

CARY STREET PARTNERS FINANCIAL LLC

20.23K

Mar 31, 26

+4.12K

0.11%

Westshore Wealth, LLC

19.49K

Mar 31, 26

-833

0.10%

Capital Advisors Wealth Management, LLC

19.44K

Mar 31, 26

-131

0.10%

CWM, LLC

17.07K

Mar 31, 26

-179

0.09%

O'ROURKE & COMPANY, Inc

16.79K

Mar 31, 26

+1.56K

0.09%

Cetera Investment Advisers

16.76K

Mar 31, 26

+3.83K

0.09%

Virtue Capital Management, LLC

16.57K

Mar 31, 26

-731

0.09%

Firestone Capital Management

15.88K

Mar 31, 26

+3.63K

0.08%

Golden State Equity Partners

13.16K

Mar 31, 26

+13.16K

0.07%

Advisory Services Network, LLC

12.80K

Mar 31, 26

+684

0.07%

PFG Investments, LLC

12.72K

Mar 31, 26

+425

0.07%

Fort Point Capital Partners LLC

12.20K

Mar 31, 26

-5.07K

0.06%

Western Wealth Management, LLC

11.93K

Mar 31, 26

+4.08K

0.06%

EXENCIAL WEALTH ADVISORS, LLC

11.61K

Mar 31, 26

0.06%

Legacy Private Trust Co.

11.58K

Mar 31, 26

-456

0.06%

Security National Bank

10.74K

Mar 31, 26

+824

0.06%

Sound Financial Strategies Group, LLC

10.52K

Mar 31, 26

+10.52K

0.06%

Steward Partners Investment Advisory, LLC

10.48K

Mar 31, 26

+1.74K

0.06%

CAPITAL PERFORMANCE ADVISORS LLP

10.38K

Mar 31, 26

+1.12K

0.06%

Princeton Global Asset Management LLC

9.96K

Mar 31, 26

-4.80K

0.05%

AQR CAPITAL MANAGEMENT LLC

9.67K

Mar 31, 26

-116

0.05%

Mendel Money Management

9.36K

Mar 31, 26

+3.30K

0.05%

Brand Asset Management Group, Inc.

9.04K

Mar 31, 26

-139

0.05%

Allie Family Office LLC

8.75K

Mar 31, 26

+8.75K

0.05%

Sanctuary Advisors, LLC

8.37K

Mar 31, 26

+4.82K

0.04%

Paragon Capital Management LLC

8.31K

Mar 31, 26

+57

0.04%

Arkadios Wealth Advisors

7.55K

Mar 31, 26

+77

0.04%

Pflug Koory, LLC

7.42K

Mar 31, 26

-377

0.04%

HRT FINANCIAL LP

7.11K

Mar 31, 26

+7.11K

0.04%

CVA Family Office, LLC

7.09K

Mar 31, 26

0.04%

Private Wealth Partners, LLC

7.04K

Mar 31, 26

0.04%

Equitable Holdings, Inc.

6.99K

Mar 31, 26

+1.31K

0.04%

Quantinno Capital Management LP

6.78K

Mar 31, 26

+3.51K

0.04%

Barnett & Company, Inc.

6.71K

Mar 31, 26

-220

0.04%

Central Pacific Bank - Trust Division

6.34K

Mar 31, 26

0.03%

Eldridge Investment Advisors, Inc.

6.20K

Mar 31, 26

-90

0.03%

Quad-Cities Investment Group, LLC

6.13K

Mar 31, 26

+371

0.03%

Astra Wealth Partners LLC

5.98K

Mar 31, 26

0.03%

ORG Wealth Partners, LLC

5.94K

Mar 31, 26

+5.94K

0.03%

Vawter Financial, Ltd.

5.83K

Mar 31, 26

+11

0.03%

RICHARDS, MERRILL & PETERSON, INC.

5.47K

Mar 31, 26

+532

0.03%

Sterneck Capital Management, LLC

5.44K

Mar 31, 26

+332

0.03%

Colony Group, LLC

4.98K

Mar 31, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

4.87K

Mar 31, 26

0.03%

GTS SECURITIES LLC

4.73K

Mar 31, 26

+4.73K

0.03%

MAI Capital Management

4.72K

Mar 31, 26

-94

0.03%

Concurrent Investment Advisors, LLC

4.63K

Mar 31, 26

+4.63K

0.02%

TRANSCEND CAPITAL ADVISORS, LLC

4.57K

Mar 31, 26

+558

0.02%

MERCER GLOBAL ADVISORS INC /ADV

4.54K

Mar 31, 26

-2.96K

0.02%

Jackson, Grant Investment Advisers, Inc.

4.49K

Mar 31, 26

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.28K

Mar 31, 26

+123

0.02%

Stratos Wealth Advisors, LLC

4.15K

Mar 31, 26

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

3.85K

Mar 31, 26

-350

0.02%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

3.75K

Mar 31, 26

-423

0.02%

WBH ADVISORY INC

3.70K

Mar 31, 26

+223

0.02%

LexAurum Advisors, LLC

3.62K

Mar 31, 26

+3.62K

0.02%

Bouchey Financial Group Ltd

3.60K

Mar 31, 26

0.02%

FMR LLC

3.48K

Mar 31, 26

+1.03K

0.02%

COMMERCE BANK

3.39K

Mar 31, 26

0.02%

Accelerate Investment Advisors LLC

3.37K

Mar 31, 26

0.02%

BBR PARTNERS, LLC

3.34K

Mar 31, 26

0.02%

Aprio Wealth Management, LLC

3.33K

Mar 31, 26

+3.33K

0.02%

Jacobi Capital Management LLC

3.28K

Mar 31, 26

+3.28K

0.02%

LeClair Wealth Partners LLC

3.11K

Mar 31, 26

+3.11K

0.02%

Wealthspire Advisors, LLC

3.00K

Mar 31, 26

+3.00K

0.02%

Atria Investments, Inc

2.92K

Mar 31, 26

+2.92K

0.02%

Snowden Capital Advisors LLC

2.84K

Mar 31, 26

-687

0.02%

Vanguard Personalized Indexing Management, LLC

2.83K

Mar 31, 26

-2.05K

0.02%

Sequoia Financial Advisors, LLC

2.78K

Mar 31, 26

+207

0.01%

Sunpointe, LLC

2.75K

Mar 31, 26

-183

0.01%

SRS Capital Advisors, Inc.

2.70K

Mar 31, 26

0.01%

BlackDiamond Wealth Management Inc.

2.64K

Mar 31, 26

-16

0.01%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

2.61K

Mar 31, 26

-28

0.01%

Strategic Wealth Partners, Ltd.

2.53K

Mar 31, 26

-17

0.01%

SUMMIT WEALTH GROUP LLC / CO

2.53K

Mar 31, 26

+2.53K

0.01%

Virtu Financial LLC

2.36K

Mar 31, 26

+2.36K

0.01%

New England Capital Financial Advisors LLC

2.21K

Mar 31, 26

0.01%

ANGELES WEALTH MANAGEMENT, LLC

1.60K

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

1.44K

Mar 31, 26

+1.44K

0.01%

Arlington Trust Co LLC

1.37K

Mar 31, 26

0.01%

PDS Planning, Inc

1.15K

Mar 31, 26

0.01%

Longview Financial Advisors, Inc.

1.05K

Mar 31, 26

+1.05K

0.01%

Bogart Wealth, LLC

878

Mar 31, 26

0.00%

NewEdge Advisors, LLC

802

Mar 31, 26

-9.11K

0.00%

Tower Research Capital LLC (TRC)

542

Mar 31, 26

-9.11K

0.00%

SJS Investment Consulting Inc.

476

Mar 31, 26

0.00%

Ancora Advisors, LLC

384

Mar 31, 26

0.00%

LGT Financial Advisors LLC

380

Mar 31, 26

+380

0.00%

Larson Financial Group LLC

330

Mar 31, 26

+330

0.00%

PINNEY & SCOFIELD, INC.

320

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

320

Mar 31, 26

0.00%

Parallel Advisors, LLC

300

Mar 31, 26

0.00%

WHITTIER TRUST CO

296

Mar 31, 26

0.00%

Spire Wealth Management

221

Mar 31, 26

-385

0.00%

HUNTINGTON NATIONAL BANK

166

Mar 31, 26

+166

0.00%

Fairman Group, LLC

160

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

151

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

110

Mar 31, 26

+110

0.00%

JONES FINANCIAL COMPANIES LLLP

101

Mar 31, 26

-68

0.00%

Allworth Financial LP

Mar 31, 26

-340

0.00%

AE Wealth Management LLC

Mar 31, 26

+54

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+44

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-178

0.00%

Plante Moran Financial Advisors, LLC

Mar 31, 26

+25

0.00%

1620 INVESTMENT ADVISORS, INC.

Mar 31, 26

0.00%

CI Private Wealth, LLC

Mar 31, 26

-7.82K

Modus Advisors, LLC

Mar 31, 26

-2

CITADEL ADVISORS LLC

Mar 31, 26

-9.14K

KELLEHER FINANCIAL ADVISORS

Mar 31, 26

-1.20K

FINANCIAL CONSULATE, INC

Mar 31, 26

-240

Qube Research & Technologies Ltd

Mar 31, 26

-76

Valmark Advisers, Inc.

Mar 31, 26

-3.23K

Richard P Slaughter Associates Inc

Mar 31, 26

-2.52K

Smartleaf Asset Management LLC

Mar 31, 26

-20

SIMPLEX TRADING, LLC

Mar 31, 26

-43

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-26.00K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-16.55K

CAPTRUST FINANCIAL ADVISORS

Mar 31, 26

-3.05K

JANE STREET GROUP, LLC

Mar 31, 26

-19.68K

FIRST COMMUNITY TRUST NA

Mar 31, 26

-37

Vantage Financial Partners, LLC

75.40K

Dec 31, 25

+3.72K

0.40%

Running Point Capital Advisors, LLC

10.12K

Dec 31, 25

0.05%

CIBC Private Wealth Group, LLC

8.32K

Dec 31, 25

+8.27K

0.04%

Global Retirement Partners, LLC

6.07K

Dec 31, 25

+11

0.03%

SageView Advisory Group, LLC

4.25K

Dec 31, 25

-398

0.02%

COMERICA BANK

Dec 31, 25

+44

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-425

SPC Financial, Inc.

87.69K

Sep 30, 25

-4.30K

0.47%

COUNTRY CLUB BANK /GFN

34.90K

Sep 30, 25

+3.82K

0.19%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Summit X, LLC

2.70K

Jun 30, 25

0.01%

Iron Horse Wealth Management, LLC

740

Jun 30, 25

-60

0.00%

Christopher J. Hasenberg, Inc

117

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

6.93K

Mar 31, 25

+224

0.04%

BOSTON FINANCIAL MANGEMENT LLC

4.49K

Dec 31, 24

0.02%

Raymond James Financial Services Advisors, Inc.

229.44K

Sep 30, 24

+43.73K

1.22%

RAYMOND JAMES & ASSOCIATES

40.49K

Sep 30, 24

+27.37K

0.22%

RAYMOND JAMES TRUST N.A.

3.88K

Sep 30, 24

0.02%

Family Asset Management, LLC

2.58K

Sep 30, 24

+2.58K

0.01%

M&R CAPITAL MANAGEMENT INC

1.05K

Sep 30, 24

+220

0.01%

Abbrea Capital, LLC

27.25K

Jun 30, 24

+4.03K

0.14%

EMFO, LLC

2.60K

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-600

PROVENCE WEALTH MANAGEMENT GROUP

500

Dec 31, 23

0.00%

Kistler-Tiffany Companies, LLC

73.63K

Jun 30, 23

-921

0.39%

Ashfield Capital Partners, LLC

71.71K

Sep 30, 22

-13.17K

0.38%

ACG Wealth

17.39K

Sep 30, 22

0.09%

Freedman Financial Associates, Inc.

197

Mar 31, 22

+197

0.00%

Carroll Financial Associates, Inc.

98.14K

Dec 31, 21

0.52%

Country Club Trust Company, n.a.

18.70K

Dec 31, 21

+2.15K

0.10%

FMA ADVISORY INC

51.28K

Sep 30, 21

-3.55K

0.27%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

6.65K

Jun 30, 21

0.04%

Advisor Group, Inc.

1.20K

Dec 31, 19

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

825

Dec 31, 19

+110

0.00%