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

$95.92—Stale · unknown old

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

USBATS • Last print unknown ago

$95.92—Stale · unknown old

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GSEW(GSEW)

GSEW

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 241 Institutional Holders

Holder	Shares	Date	Change	% Held
Integrated Wealth Concepts LLC	1.82M	Jun 30, 26	+617.84K	9.35%
Members Trust Co	1.07M	Jun 30, 26	-13.33K	5.52%
MORGAN STANLEY	897.74K	Jun 30, 26	+36.60K	4.62%
AMERIPRISE FINANCIAL INC	684.01K	Jun 30, 26	+276.47K	3.52%
RAYMOND JAMES FINANCIAL INC	672.89K	Jun 30, 26	+39.20K	3.46%
Aptus Capital Advisors, LLC	561.19K	Jun 30, 26	+17.90K	2.89%
LPL Financial LLC	523.04K	Jun 30, 26	+122.86K	2.69%
CKW FINANCIAL GROUP	496.52K	Jun 30, 26	+8.72K	2.55%
Great Lakes Retirement, Inc.	430.22K	Jun 30, 26	+1.41K	2.21%
WELLS FARGO & COMPANY/MN	411.69K	Jun 30, 26	+20.85K	2.12%
BANK OF AMERICA CORP /DE/	363.37K	Jun 30, 26	-265.14K	1.87%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	313.61K	Jun 30, 26	+78.45K	1.61%
GUARDIAN WEALTH ADVISORS, LLC / NC	305.64K	Jun 30, 26	+8.99K	1.57%
Sanctuary Advisors, LLC	254.09K	Jun 30, 26	+245.72K	1.31%
ENVESTNET ASSET MANAGEMENT INC	236.49K	Jun 30, 26	-5.45K	1.22%
IFP Advisors, Inc	225.52K	Jun 30, 26	+6.45K	1.16%
Resources Investment Advisors, LLC.	212.18K	Jun 30, 26	-8.77K	1.09%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	195.82K	Jun 30, 26	+5.54K	1.01%
Horizon Investments, LLC	164.24K	Jun 30, 26	+7.88K	0.85%
CoreCap Advisors, LLC	155.01K	Jun 30, 26	+7.82K	0.80%
QUEST INVESTMENT MANAGEMENT LLC	145.52K	Jun 30, 26	-6.10K	0.75%
UBS Group AG	132.19K	Jun 30, 26	+8.42K	0.68%
Lineweaver Wealth Advisors, LLC	126.94K	Jun 30, 26	+36.89K	0.65%
ROYAL BANK OF CANADA	118.49K	Jun 30, 26	+34.56K	0.61%
Cerity Partners LLC	103.61K	Jun 30, 26	-4.03K	0.53%
Kilter Group LLC	100.59K	Jun 30, 26	-4.29K	0.52%
Envestnet Portfolio Solutions, Inc.	99.52K	Jun 30, 26	-1.45K	0.51%
Perigon Wealth Management, LLC	98.21K	Jun 30, 26	+8.25K	0.51%
MTC Wealth Management LLC	97.73K	Jun 30, 26	-1.82K	0.50%
COMMONWEALTH EQUITY SERVICES, LLC	91.81K	Jun 30, 26	+5.06K	0.47%
Oak Barrel Wealth Advisory LLC	86.94K	Jun 30, 26	+86.94K	0.45%
Sierra Capital LLC	85.14K	Jun 30, 26	-2.99K	0.44%
Creative Planning	83.92K	Jun 30, 26	-4.91K	0.43%
ADVISOR GROUP HOLDINGS, INC.	83.05K	Jun 30, 26	+48.61K	0.43%
AlphaCore Capital LLC	73.84K	Jun 30, 26	-3.67K	0.38%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	70.92K	Jun 30, 26	-9.60K	0.36%
WESCAP Management Group, Inc.	69.67K	Jun 30, 26	-660	0.36%
CROBAN	68.72K	Jun 30, 26	+42.19K	0.35%
PARSONS CAPITAL MANAGEMENT INC/RI	68.51K	Jun 30, 26	+12.05K	0.35%
STIFEL FINANCIAL CORP	66.17K	Jun 30, 26	+7.82K	0.34%
Advisors Preferred, LLC	66.00K	Jun 30, 26	-34.00K	0.34%
Dorsey & Whitney Trust CO LLC	58.99K	Jun 30, 26	--	0.30%
Wealthcare Advisory Partners LLC	58.80K	Jun 30, 26	-19	0.30%
Wilkins Miller Wealth Management, LLC	58.41K	Jun 30, 26	-140	0.30%
HARBOUR INVESTMENTS, INC.	56.31K	Jun 30, 26	+1.16K	0.29%
FIRST INTERSTATE BANK	54.99K	Jun 30, 26	-2.81K	0.28%
Gladstone Institutional Advisory LLC	49.76K	Jun 30, 26	+1.27K	0.26%
United Advisor Group, LLC	49.46K	Jun 30, 26	+1.65K	0.25%
FIRST NATIONAL BANK OF OMAHA	49.30K	Jun 30, 26	-249	0.25%
Kathmere Capital Management, LLC	47.48K	Jun 30, 26	--	0.24%
Rockefeller Capital Management L.P.	44.42K	Jun 30, 26	-60.51K	0.23%
Private Advisor Group, LLC	40.34K	Jun 30, 26	+40.34K	0.21%
MISSION WEALTH MANAGEMENT, LP	39.35K	Jun 30, 26	+39.35K	0.20%
EP Wealth Advisors, LLC	38.57K	Jun 30, 26	-33	0.20%
GOLDMAN SACHS GROUP INC	38.41K	Jun 30, 26	+4.99K	0.20%
VALICENTI ADVISORY SERVICES INC	38.00K	Jun 30, 26	+454	0.20%
FIFTH THIRD SECURITIES, INC.	37.34K	Jun 30, 26	-122	0.19%
Janney Montgomery Scott LLC	36.88K	Jun 30, 26	-2.61K	0.19%
Miller Capital Partners, Inc.	33.32K	Jun 30, 26	+1.53K	0.17%
Savvy Advisors, Inc.	32.64K	Jun 30, 26	+2	0.17%
Merit Financial Group, LLC	31.20K	Jun 30, 26	-3.39K	0.16%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	31.06K	Jun 30, 26	+1.20K	0.16%
Nautilus Advisors LLC	30.23K	Jun 30, 26	+2.48K	0.16%
HighTower Advisors, LLC	29.60K	Jun 30, 26	-2.66K	0.15%
FLAGSHIP HARBOR ADVISORS, LLC	29.55K	Jun 30, 26	-1.35K	0.15%
ABSOLUTE CAPITAL MANAGEMENT, LLC	27.70K	Jun 30, 26	+27.70K	0.14%
HANSEATIC MANAGEMENT SERVICES INC	25.81K	Jun 30, 26	-656	0.13%
BANK OF MONTREAL /CAN/	25.25K	Jun 30, 26	-768	0.13%
JPMORGAN CHASE & CO	24.08K	Jun 30, 26	-19.71K	0.12%
CARY STREET PARTNERS FINANCIAL LLC	23.45K	Jun 30, 26	+3.22K	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	23.00K	Jun 30, 26	-11.05K	0.12%
Noble Wealth Management PBC	22.59K	Jun 30, 26	+1.14K	0.12%
Kestra Advisory Services, LLC	22.00K	Jun 30, 26	-312	0.11%
Savant Capital, LLC	21.57K	Jun 30, 26	+21.57K	0.11%
Firestone Capital Management	21.20K	Jun 30, 26	+5.33K	0.11%
STEPHENS INC /AR/	20.77K	Jun 30, 26	+302	0.11%
Capital Advisors Wealth Management, LLC	20.75K	Jun 30, 26	+1.31K	0.11%
Westshore Wealth, LLC	19.61K	Jun 30, 26	+127	0.10%
Virtue Capital Management, LLC	19.55K	Jun 30, 26	+2.97K	0.10%
Cetera Investment Advisers	19.18K	Jun 30, 26	+2.43K	0.10%
J.W. COLE ADVISORS, INC.	17.87K	Jun 30, 26	+17.87K	0.09%
O'ROURKE & COMPANY, Inc	16.80K	Jun 30, 26	+10	0.09%
Security National Bank	16.02K	Jun 30, 26	+5.28K	0.08%
Rosenberg Matthew Hamilton	15.64K	Jun 30, 26	+15.32K	0.08%
Western Wealth Management, LLC	14.34K	Jun 30, 26	+2.41K	0.07%
Advisory Services Network, LLC	13.61K	Jun 30, 26	+810	0.07%
PFG Investments, LLC	12.50K	Jun 30, 26	-213	0.06%
CIBC Bancorp USA Inc.	12.32K	Jun 30, 26	-13.44K	0.06%
Mendel Money Management	12.17K	Jun 30, 26	+2.81K	0.06%
Quantinno Capital Management LP	11.99K	Jun 30, 26	+5.21K	0.06%
Fort Point Capital Partners LLC	11.84K	Jun 30, 26	-357	0.06%
Cambridge Investment Research Advisors, Inc.	11.52K	Jun 30, 26	-28.58K	0.06%
Legacy Private Trust Co.	11.08K	Jun 30, 26	-505	0.06%
Steward Partners Investment Advisory, LLC	10.87K	Jun 30, 26	+384	0.06%
Princeton Global Asset Management LLC	10.54K	Jun 30, 26	+583	0.05%
CAPITAL PERFORMANCE ADVISORS LLP	10.02K	Jun 30, 26	-362	0.05%
AQR CAPITAL MANAGEMENT LLC	8.81K	Jun 30, 26	-865	0.05%
Allie Family Office LLC	8.75K	Jun 30, 26	--	0.05%
Brand Asset Management Group, Inc.	8.64K	Jun 30, 26	-397	0.04%
Paragon Capital Management LLC	8.49K	Jun 30, 26	+184	0.04%
Colter Lewis Investment Partners LLC	8.20K	Jun 30, 26	+2.21K	0.04%
CI Private Wealth, LLC	8.12K	Jun 30, 26	+8.12K	0.04%
Barnett & Company, Inc.	7.95K	Jun 30, 26	+1.23K	0.04%
Pflug Koory, LLC	7.26K	Jun 30, 26	-165	0.04%
CVA Family Office, LLC	7.09K	Jun 30, 26	+1	0.04%
Private Wealth Partners, LLC	7.04K	Jun 30, 26	--	0.04%
Central Pacific Bank - Trust Division	6.88K	Jun 30, 26	+534	0.04%
KING LUTHER CAPITAL MANAGEMENT CORP	6.65K	Jun 30, 26	+6.65K	0.03%
Arkadios Wealth Advisors	6.34K	Jun 30, 26	-1.21K	0.03%
Eldridge Investment Advisors, Inc.	6.20K	Jun 30, 26	--	0.03%
Quad-Cities Investment Group, LLC	6.09K	Jun 30, 26	-41	0.03%
Global Retirement Partners, LLC	6.04K	Jun 30, 26	+6.04K	0.03%
Astra Wealth Partners LLC	5.98K	Jun 30, 26	--	0.03%
Equitable Holdings, Inc.	5.78K	Jun 30, 26	-1.21K	0.03%
RICHARDS, MERRILL & PETERSON, INC.	5.57K	Jun 30, 26	+99	0.03%
Sterneck Capital Management, LLC	5.44K	Jun 30, 26	--	0.03%
Joseph P. Lucia & Associates, LLC	5.10K	Jun 30, 26	+5.10K	0.03%
TRANSCEND CAPITAL ADVISORS, LLC	5.06K	Jun 30, 26	+485	0.03%
FMR LLC	5.05K	Jun 30, 26	+1.56K	0.03%
Colony Group, LLC	4.98K	Jun 30, 26	+1	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	4.92K	Jun 30, 26	+44	0.03%
MAI Capital Management	4.74K	Jun 30, 26	+11	0.02%
Jackson, Grant Investment Advisers, Inc.	4.49K	Jun 30, 26	--	0.02%
Prospera Financial Services Inc	4.45K	Jun 30, 26	+4.45K	0.02%
Vawter Financial, Ltd.	4.45K	Jun 30, 26	-1.38K	0.02%
Orographic Financial Advisors, LLC	4.40K	Jun 30, 26	-52	0.02%
Stratos Wealth Advisors, LLC	4.15K	Jun 30, 26	--	0.02%
Jacobi Capital Management LLC	4.11K	Jun 30, 26	+832	0.02%
SageView Advisory Group, LLC	4.01K	Jun 30, 26	-204	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3.55K	Jun 30, 26	-300	0.02%
Bouchey Financial Group Ltd	3.52K	Jun 30, 26	-80	0.02%
WBH ADVISORY INC	3.52K	Jun 30, 26	-182	0.02%
LexAurum Advisors, LLC	3.42K	Jun 30, 26	-191	0.02%
COMMERCE BANK	3.39K	Jun 30, 26	--	0.02%
Breakwater Capital Group	3.37K	Jun 30, 26	+3.37K	0.02%
BBR PARTNERS, LLC	3.34K	Jun 30, 26	--	0.02%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	3.34K	Jun 30, 26	-414	0.02%
Accelerate Investment Advisors LLC	3.27K	Jun 30, 26	-102	0.02%
Blue Water Asset Management	3.21K	Jun 30, 26	+102	0.02%
Wealthspire Advisors, LLC	3.01K	Jun 30, 26	+8	0.02%
New England Capital Financial Advisors LLC	2.99K	Jun 30, 26	+779	0.02%
Vanguard Personalized Indexing Management, LLC	2.83K	Jun 30, 26	--	0.01%
MGO ONE SEVEN LLC	2.78K	Jun 30, 26	+2.78K	0.01%
Sunpointe, LLC	2.75K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	2.70K	Jun 30, 26	--	0.01%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	2.61K	Jun 30, 26	--	0.01%
Strategic Wealth Partners, Ltd.	2.53K	Jun 30, 26	--	0.01%
SUMMIT WEALTH GROUP LLC / CO	2.53K	Jun 30, 26	--	0.01%
Sequoia Financial Advisors, LLC	2.46K	Jun 30, 26	-318	0.01%
Range Advisory, LLC	2.35K	Jun 30, 26	+2.35K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	2.35K	Jun 30, 26	+2.35K	0.01%
Concurrent Investment Advisors, LLC	2.30K	Jun 30, 26	-2.33K	0.01%
LAKE STREET FINANCIAL LLC	2.29K	Jun 30, 26	+2.29K	0.01%
BlackDiamond Wealth Management Inc.	2.26K	Jun 30, 26	-380	0.01%
TrueWealth Advisors, LLC	2.21K	Jun 30, 26	+2.21K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.18K	Jun 30, 26	+2.18K	0.01%
SHUFRO ROSE & CO LLC	2.17K	Jun 30, 26	+2.17K	0.01%
ADKINS SEALE CAPITAL MANAGEMENT LLC	1.80K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.69K	Jun 30, 26	-2.85K	0.01%
UMB Bank, n.a.	1.63K	Jun 30, 26	+1.63K	0.01%
ANGELES WEALTH MANAGEMENT, LLC	1.60K	Jun 30, 26	--	0.01%
ORG Wealth Partners, LLC	1.53K	Jun 30, 26	-4.41K	0.01%
CENTRAL TRUST Co	1.50K	Jun 30, 26	+1.50K	0.01%
Arlington Trust Co LLC	1.37K	Jun 30, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	1.37K	Jun 30, 26	+1.27K	0.01%
KELLEHER FINANCIAL ADVISORS	1.20K	Jun 30, 26	+1.20K	0.01%
PDS Planning, Inc	1.15K	Jun 30, 26	+3	0.01%
Tower Research Capital LLC (TRC)	934	Jun 30, 26	+392	0.00%
Bogart Wealth, LLC	881	Jun 30, 26	+3	0.00%
NewEdge Advisors, LLC	802	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	476	Jun 30, 26	--	0.00%
Operose Advisors LLC	364	Jun 30, 26	+364	0.00%
Ancora Advisors, LLC	360	Jun 30, 26	-24	0.00%
Larson Financial Group LLC	331	Jun 30, 26	+1	0.00%
PINNEY & SCOFIELD, INC.	321	Jun 30, 26	+1	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	315	Jun 30, 26	+276	0.00%
Parallel Advisors, LLC	300	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	296	Jun 30, 26	--	0.00%
SHP Wealth Management	208	Jun 30, 26	-25	0.00%
HUNTINGTON NATIONAL BANK	166	Jun 30, 26	--	0.00%
Fairman Group, LLC	160	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	153	Jun 30, 26	+109	0.00%
ALERUS FINANCIAL NA	151	Jun 30, 26	--	0.00%
ASSETMARK, INC	128	Jun 30, 26	+128	0.00%
Timbuktu Capital Management, LLC	46	Jun 30, 26	+46	0.00%
1620 INVESTMENT ADVISORS, INC.	1	Jun 30, 26	--	0.00%
Aprio Wealth Management, LLC	--	Jun 30, 26	-3.33K	--
Longview Financial Advisors, Inc.	--	Jun 30, 26	-1.05K	--
Mariner, LLC	--	Jun 30, 26	-36.94K	--
Golden State Equity Partners	--	Jun 30, 26	-13.16K	--
Virtu Financial LLC	--	Jun 30, 26	-2.36K	--
Clear Harbor Asset Management, LLC	--	Jun 30, 26	-46.15K	--
Sound Financial Strategies Group, LLC	--	Jun 30, 26	-10.52K	--
Spire Wealth Management	--	Jun 30, 26	-221	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-3.11K	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-110	--
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-4.28K	--
HRT FINANCIAL LP	--	Jun 30, 26	-7.11K	--
Atria Investments, Inc	--	Jun 30, 26	-2.92K	--
LGT Financial Advisors LLC	--	Jun 30, 26	-380	--
AE Wealth Management LLC	--	Jun 30, 26	-54	--
Allworth Financial LP	--	Jun 30, 26	-98	--
Plante Moran Financial Advisors, LLC	--	Jun 30, 26	-25	--
Snowden Capital Advisors LLC	--	Jun 30, 26	-2.84K	--
GTS SECURITIES LLC	--	Jun 30, 26	-4.73K	--
Golden State Wealth Management, LLC	--	Jun 30, 26	-1.44K	--
FRG Family Wealth Advisors LLC	21.93K	Mar 31, 26	+13.12K	0.11%
CWM, LLC	17.07K	Mar 31, 26	-179	0.09%
EXENCIAL WEALTH ADVISORS, LLC	11.61K	Mar 31, 26	--	0.06%
Vantage Financial Partners, LLC	75.40K	Dec 31, 25	+3.72K	0.39%
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%
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	0.45%
COUNTRY CLUB BANK /GFN	34.90K	Sep 30, 25	+3.82K	0.18%
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	1.18%
RAYMOND JAMES & ASSOCIATES	40.49K	Sep 30, 24	+27.37K	0.21%
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	0.38%
Ashfield Capital Partners, LLC	71.71K	Sep 30, 22	-13.17K	0.37%
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	--	0.51%
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	0.26%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	6.65K	Jun 30, 21	+1	0.03%
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

1.82M

Jun 30, 26

+617.84K

9.35%

Members Trust Co

1.07M

Jun 30, 26

-13.33K

5.52%

MORGAN STANLEY

897.74K

Jun 30, 26

+36.60K

4.62%

AMERIPRISE FINANCIAL INC

684.01K

Jun 30, 26

+276.47K

3.52%

RAYMOND JAMES FINANCIAL INC

672.89K

Jun 30, 26

+39.20K

3.46%

Aptus Capital Advisors, LLC

561.19K

Jun 30, 26

+17.90K

2.89%

LPL Financial LLC

523.04K

Jun 30, 26

+122.86K

2.69%

CKW FINANCIAL GROUP

496.52K

Jun 30, 26

+8.72K

2.55%

Great Lakes Retirement, Inc.

430.22K

Jun 30, 26

+1.41K

2.21%

WELLS FARGO & COMPANY/MN

411.69K

Jun 30, 26

+20.85K

2.12%

BANK OF AMERICA CORP /DE/

363.37K

Jun 30, 26

-265.14K

1.87%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

313.61K

Jun 30, 26

+78.45K

1.61%

GUARDIAN WEALTH ADVISORS, LLC / NC

305.64K

Jun 30, 26

+8.99K

1.57%

Sanctuary Advisors, LLC

254.09K

Jun 30, 26

+245.72K

1.31%

ENVESTNET ASSET MANAGEMENT INC

236.49K

Jun 30, 26

-5.45K

1.22%

IFP Advisors, Inc

225.52K

Jun 30, 26

+6.45K

1.16%

Resources Investment Advisors, LLC.

212.18K

Jun 30, 26

-8.77K

1.09%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

195.82K

Jun 30, 26

+5.54K

1.01%

Horizon Investments, LLC

164.24K

Jun 30, 26

+7.88K

0.85%

CoreCap Advisors, LLC

155.01K

Jun 30, 26

+7.82K

0.80%

QUEST INVESTMENT MANAGEMENT LLC

145.52K

Jun 30, 26

-6.10K

0.75%

UBS Group AG

132.19K

Jun 30, 26

+8.42K

0.68%

Lineweaver Wealth Advisors, LLC

126.94K

Jun 30, 26

+36.89K

0.65%

ROYAL BANK OF CANADA

118.49K

Jun 30, 26

+34.56K

0.61%

Cerity Partners LLC

103.61K

Jun 30, 26

-4.03K

0.53%

Kilter Group LLC

100.59K

Jun 30, 26

-4.29K

0.52%

Envestnet Portfolio Solutions, Inc.

99.52K

Jun 30, 26

-1.45K

0.51%

Perigon Wealth Management, LLC

98.21K

Jun 30, 26

+8.25K

0.51%

MTC Wealth Management LLC

97.73K

Jun 30, 26

-1.82K

0.50%

COMMONWEALTH EQUITY SERVICES, LLC

91.81K

Jun 30, 26

+5.06K

0.47%

Oak Barrel Wealth Advisory LLC

86.94K

Jun 30, 26

+86.94K

0.45%

Sierra Capital LLC

85.14K

Jun 30, 26

-2.99K

0.44%

Creative Planning

83.92K

Jun 30, 26

-4.91K

0.43%

ADVISOR GROUP HOLDINGS, INC.

83.05K

Jun 30, 26

+48.61K

0.43%

AlphaCore Capital LLC

73.84K

Jun 30, 26

-3.67K

0.38%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

70.92K

Jun 30, 26

-9.60K

0.36%

WESCAP Management Group, Inc.

69.67K

Jun 30, 26

-660

0.36%

CROBAN

68.72K

Jun 30, 26

+42.19K

0.35%

PARSONS CAPITAL MANAGEMENT INC/RI

68.51K

Jun 30, 26

+12.05K

0.35%

STIFEL FINANCIAL CORP

66.17K

Jun 30, 26

+7.82K

0.34%

Advisors Preferred, LLC

66.00K

Jun 30, 26

-34.00K

0.34%

Dorsey & Whitney Trust CO LLC

58.99K

Jun 30, 26

0.30%

Wealthcare Advisory Partners LLC

58.80K

Jun 30, 26

-19

0.30%

Wilkins Miller Wealth Management, LLC

58.41K

Jun 30, 26

-140

0.30%

HARBOUR INVESTMENTS, INC.

56.31K

Jun 30, 26

+1.16K

0.29%

FIRST INTERSTATE BANK

54.99K

Jun 30, 26

-2.81K

0.28%

Gladstone Institutional Advisory LLC

49.76K

Jun 30, 26

+1.27K

0.26%

United Advisor Group, LLC

49.46K

Jun 30, 26

+1.65K

0.25%

FIRST NATIONAL BANK OF OMAHA

49.30K

Jun 30, 26

-249

0.25%

Kathmere Capital Management, LLC

47.48K

Jun 30, 26

0.24%

Rockefeller Capital Management L.P.

44.42K

Jun 30, 26

-60.51K

0.23%

Private Advisor Group, LLC

40.34K

Jun 30, 26

+40.34K

0.21%

MISSION WEALTH MANAGEMENT, LP

39.35K

Jun 30, 26

+39.35K

0.20%

EP Wealth Advisors, LLC

38.57K

Jun 30, 26

-33

0.20%

GOLDMAN SACHS GROUP INC

38.41K

Jun 30, 26

+4.99K

0.20%

VALICENTI ADVISORY SERVICES INC

38.00K

Jun 30, 26

+454

0.20%

FIFTH THIRD SECURITIES, INC.

37.34K

Jun 30, 26

-122

0.19%

Janney Montgomery Scott LLC

36.88K

Jun 30, 26

-2.61K

0.19%

Miller Capital Partners, Inc.

33.32K

Jun 30, 26

+1.53K

0.17%

Savvy Advisors, Inc.

32.64K

Jun 30, 26

0.17%

Merit Financial Group, LLC

31.20K

Jun 30, 26

-3.39K

0.16%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

31.06K

Jun 30, 26

+1.20K

0.16%

Nautilus Advisors LLC

30.23K

Jun 30, 26

+2.48K

0.16%

HighTower Advisors, LLC

29.60K

Jun 30, 26

-2.66K

0.15%

FLAGSHIP HARBOR ADVISORS, LLC

29.55K

Jun 30, 26

-1.35K

0.15%

ABSOLUTE CAPITAL MANAGEMENT, LLC

27.70K

Jun 30, 26

+27.70K

0.14%

HANSEATIC MANAGEMENT SERVICES INC

25.81K

Jun 30, 26

-656

0.13%

BANK OF MONTREAL /CAN/

25.25K

Jun 30, 26

-768

0.13%

JPMORGAN CHASE & CO

24.08K

Jun 30, 26

-19.71K

0.12%

CARY STREET PARTNERS FINANCIAL LLC

23.45K

Jun 30, 26

+3.22K

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

23.00K

Jun 30, 26

-11.05K

0.12%

Noble Wealth Management PBC

22.59K

Jun 30, 26

+1.14K

0.12%

Kestra Advisory Services, LLC

22.00K

Jun 30, 26

-312

0.11%

Savant Capital, LLC

21.57K

Jun 30, 26

+21.57K

0.11%

Firestone Capital Management

21.20K

Jun 30, 26

+5.33K

0.11%

STEPHENS INC /AR/

20.77K

Jun 30, 26

+302

0.11%

Capital Advisors Wealth Management, LLC

20.75K

Jun 30, 26

+1.31K

0.11%

Westshore Wealth, LLC

19.61K

Jun 30, 26

+127

0.10%

Virtue Capital Management, LLC

19.55K

Jun 30, 26

+2.97K

0.10%

Cetera Investment Advisers

19.18K

Jun 30, 26

+2.43K

0.10%

J.W. COLE ADVISORS, INC.

17.87K

Jun 30, 26

+17.87K

0.09%

O'ROURKE & COMPANY, Inc

16.80K

Jun 30, 26

+10

0.09%

Security National Bank

16.02K

Jun 30, 26

+5.28K

0.08%

Rosenberg Matthew Hamilton

15.64K

Jun 30, 26

+15.32K

0.08%

Western Wealth Management, LLC

14.34K

Jun 30, 26

+2.41K

0.07%

Advisory Services Network, LLC

13.61K

Jun 30, 26

+810

0.07%

PFG Investments, LLC

12.50K

Jun 30, 26

-213

0.06%

CIBC Bancorp USA Inc.

12.32K

Jun 30, 26

-13.44K

0.06%

Mendel Money Management

12.17K

Jun 30, 26

+2.81K

0.06%

Quantinno Capital Management LP

11.99K

Jun 30, 26

+5.21K

0.06%

Fort Point Capital Partners LLC

11.84K

Jun 30, 26

-357

0.06%

Cambridge Investment Research Advisors, Inc.

11.52K

Jun 30, 26

-28.58K

0.06%

Legacy Private Trust Co.

11.08K

Jun 30, 26

-505

0.06%

Steward Partners Investment Advisory, LLC

10.87K

Jun 30, 26

+384

0.06%

Princeton Global Asset Management LLC

10.54K

Jun 30, 26

+583

0.05%

CAPITAL PERFORMANCE ADVISORS LLP

10.02K

Jun 30, 26

-362

0.05%

AQR CAPITAL MANAGEMENT LLC

8.81K

Jun 30, 26

-865

0.05%

Allie Family Office LLC

8.75K

Jun 30, 26

0.05%

Brand Asset Management Group, Inc.

8.64K

Jun 30, 26

-397

0.04%

Paragon Capital Management LLC

8.49K

Jun 30, 26

+184

0.04%

Colter Lewis Investment Partners LLC

8.20K

Jun 30, 26

+2.21K

0.04%

CI Private Wealth, LLC

8.12K

Jun 30, 26

+8.12K

0.04%

Barnett & Company, Inc.

7.95K

Jun 30, 26

+1.23K

0.04%

Pflug Koory, LLC

7.26K

Jun 30, 26

-165

0.04%

CVA Family Office, LLC

7.09K

Jun 30, 26

0.04%

Private Wealth Partners, LLC

7.04K

Jun 30, 26

0.04%

Central Pacific Bank - Trust Division

6.88K

Jun 30, 26

+534

0.04%

KING LUTHER CAPITAL MANAGEMENT CORP

6.65K

Jun 30, 26

+6.65K

0.03%

Arkadios Wealth Advisors

6.34K

Jun 30, 26

-1.21K

0.03%

Eldridge Investment Advisors, Inc.

6.20K

Jun 30, 26

0.03%

Quad-Cities Investment Group, LLC

6.09K

Jun 30, 26

-41

0.03%

Global Retirement Partners, LLC

6.04K

Jun 30, 26

+6.04K

0.03%

Astra Wealth Partners LLC

5.98K

Jun 30, 26

0.03%

Equitable Holdings, Inc.

5.78K

Jun 30, 26

-1.21K

0.03%

RICHARDS, MERRILL & PETERSON, INC.

5.57K

Jun 30, 26

+99

0.03%

Sterneck Capital Management, LLC

5.44K

Jun 30, 26

0.03%

Joseph P. Lucia & Associates, LLC

5.10K

Jun 30, 26

+5.10K

0.03%

TRANSCEND CAPITAL ADVISORS, LLC

5.06K

Jun 30, 26

+485

0.03%

FMR LLC

5.05K

Jun 30, 26

+1.56K

0.03%

Colony Group, LLC

4.98K

Jun 30, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

4.92K

Jun 30, 26

+44

0.03%

MAI Capital Management

4.74K

Jun 30, 26

+11

0.02%

Jackson, Grant Investment Advisers, Inc.

4.49K

Jun 30, 26

0.02%

Prospera Financial Services Inc

4.45K

Jun 30, 26

+4.45K

0.02%

Vawter Financial, Ltd.

4.45K

Jun 30, 26

-1.38K

0.02%

Orographic Financial Advisors, LLC

4.40K

Jun 30, 26

-52

0.02%

Stratos Wealth Advisors, LLC

4.15K

Jun 30, 26

0.02%

Jacobi Capital Management LLC

4.11K

Jun 30, 26

+832

0.02%

SageView Advisory Group, LLC

4.01K

Jun 30, 26

-204

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

3.55K

Jun 30, 26

-300

0.02%

Bouchey Financial Group Ltd

3.52K

Jun 30, 26

-80

0.02%

WBH ADVISORY INC

3.52K

Jun 30, 26

-182

0.02%

LexAurum Advisors, LLC

3.42K

Jun 30, 26

-191

0.02%

COMMERCE BANK

3.39K

Jun 30, 26

0.02%

Breakwater Capital Group

3.37K

Jun 30, 26

+3.37K

0.02%

BBR PARTNERS, LLC

3.34K

Jun 30, 26

0.02%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

3.34K

Jun 30, 26

-414

0.02%

Accelerate Investment Advisors LLC

3.27K

Jun 30, 26

-102

0.02%

Blue Water Asset Management

3.21K

Jun 30, 26

+102

0.02%

Wealthspire Advisors, LLC

3.01K

Jun 30, 26

0.02%

New England Capital Financial Advisors LLC

2.99K

Jun 30, 26

+779

0.02%

Vanguard Personalized Indexing Management, LLC

2.83K

Jun 30, 26

0.01%

MGO ONE SEVEN LLC

2.78K

Jun 30, 26

+2.78K

0.01%

Sunpointe, LLC

2.75K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

2.70K

Jun 30, 26

0.01%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

2.61K

Jun 30, 26

0.01%

Strategic Wealth Partners, Ltd.

2.53K

Jun 30, 26

0.01%

SUMMIT WEALTH GROUP LLC / CO

2.53K

Jun 30, 26

0.01%

Sequoia Financial Advisors, LLC

2.46K

Jun 30, 26

-318

0.01%

Range Advisory, LLC

2.35K

Jun 30, 26

+2.35K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

2.35K

Jun 30, 26

+2.35K

0.01%

Concurrent Investment Advisors, LLC

2.30K

Jun 30, 26

-2.33K

0.01%

LAKE STREET FINANCIAL LLC

2.29K

Jun 30, 26

+2.29K

0.01%

BlackDiamond Wealth Management Inc.

2.26K

Jun 30, 26

-380

0.01%

TrueWealth Advisors, LLC

2.21K

Jun 30, 26

+2.21K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.18K

Jun 30, 26

+2.18K

0.01%

SHUFRO ROSE & CO LLC

2.17K

Jun 30, 26

+2.17K

0.01%

ADKINS SEALE CAPITAL MANAGEMENT LLC

1.80K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.69K

Jun 30, 26

-2.85K

0.01%

UMB Bank, n.a.

1.63K

Jun 30, 26

+1.63K

0.01%

ANGELES WEALTH MANAGEMENT, LLC

1.60K

Jun 30, 26

0.01%

ORG Wealth Partners, LLC

1.53K

Jun 30, 26

-4.41K

0.01%

CENTRAL TRUST Co

1.50K

Jun 30, 26

+1.50K

0.01%

Arlington Trust Co LLC

1.37K

Jun 30, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

1.37K

Jun 30, 26

+1.27K

0.01%

KELLEHER FINANCIAL ADVISORS

1.20K

Jun 30, 26

+1.20K

0.01%

PDS Planning, Inc

1.15K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

934

Jun 30, 26

+392

0.00%

Bogart Wealth, LLC

881

Jun 30, 26

0.00%

NewEdge Advisors, LLC

802

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

476

Jun 30, 26

0.00%

Operose Advisors LLC

364

Jun 30, 26

+364

0.00%

Ancora Advisors, LLC

360

Jun 30, 26

-24

0.00%

Larson Financial Group LLC

331

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

321

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

315

Jun 30, 26

+276

0.00%

Parallel Advisors, LLC

300

Jun 30, 26

0.00%

WHITTIER TRUST CO

296

Jun 30, 26

0.00%

SHP Wealth Management

208

Jun 30, 26

-25

0.00%

HUNTINGTON NATIONAL BANK

166

Jun 30, 26

0.00%

Fairman Group, LLC

160

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

153

Jun 30, 26

+109

0.00%

ALERUS FINANCIAL NA

151

Jun 30, 26

0.00%

ASSETMARK, INC

128

Jun 30, 26

+128

0.00%

Timbuktu Capital Management, LLC

Jun 30, 26

+46

0.00%

1620 INVESTMENT ADVISORS, INC.

Jun 30, 26

0.00%

Aprio Wealth Management, LLC

Jun 30, 26

-3.33K

Longview Financial Advisors, Inc.

Jun 30, 26

-1.05K

Mariner, LLC

Jun 30, 26

-36.94K

Golden State Equity Partners

Jun 30, 26

-13.16K

Virtu Financial LLC

Jun 30, 26

-2.36K

Clear Harbor Asset Management, LLC

Jun 30, 26

-46.15K

Sound Financial Strategies Group, LLC

Jun 30, 26

-10.52K

Spire Wealth Management

Jun 30, 26

-221

LeClair Wealth Partners LLC

Jun 30, 26

-3.11K

GHP Investment Advisors, Inc.

Jun 30, 26

-110

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-4.28K

HRT FINANCIAL LP

Jun 30, 26

-7.11K

Atria Investments, Inc

Jun 30, 26

-2.92K

LGT Financial Advisors LLC

Jun 30, 26

-380

AE Wealth Management LLC

Jun 30, 26

-54

Allworth Financial LP

Jun 30, 26

-98

Plante Moran Financial Advisors, LLC

Jun 30, 26

-25

Snowden Capital Advisors LLC

Jun 30, 26

-2.84K

GTS SECURITIES LLC

Jun 30, 26

-4.73K

Golden State Wealth Management, LLC

Jun 30, 26

-1.44K

FRG Family Wealth Advisors LLC

21.93K

Mar 31, 26

+13.12K

0.11%

CWM, LLC

17.07K

Mar 31, 26

-179

0.09%

EXENCIAL WEALTH ADVISORS, LLC

11.61K

Mar 31, 26

0.06%

Vantage Financial Partners, LLC

75.40K

Dec 31, 25

+3.72K

0.39%

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%

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

0.45%

COUNTRY CLUB BANK /GFN

34.90K

Sep 30, 25

+3.82K

0.18%

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

1.18%

RAYMOND JAMES & ASSOCIATES

40.49K

Sep 30, 24

+27.37K

0.21%

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

0.38%

Ashfield Capital Partners, LLC

71.71K

Sep 30, 22

-13.17K

0.37%

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

0.51%

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

0.26%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

6.65K

Jun 30, 21

0.03%

Advisor Group, Inc.

1.20K

Dec 31, 19

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

825

Dec 31, 19

+110

0.00%