Goldman Sachs Ultra Short Bond ETF(GSST)

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Goldman Sachs Ultra Short Bond ETF(GSST)

USBATS

$50.42—

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GSST(GSST)

GSST

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

Institutional Ownership

Top 179 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.97M	Mar 31, 26	-413.69K	10.79%
GOLDMAN SACHS GROUP INC	1.96M	Mar 31, 26	+1.05M	10.72%
LPL Financial LLC	1.66M	Mar 31, 26	+298.31K	9.06%
RAYMOND JAMES FINANCIAL INC	1.27M	Mar 31, 26	+318.07K	6.94%
CWM, LLC	1.21M	Mar 31, 26	-29.72K	6.64%
Kensington Asset Management, LLC	819.24K	Mar 31, 26	+110.26K	4.48%
WELLS FARGO & COMPANY/MN	806.01K	Mar 31, 26	+35.16K	4.41%
Amplius Wealth Advisors, LLC	752.29K	Mar 31, 26	-34.91K	4.12%
UBS Group AG	608.59K	Mar 31, 26	+43.33K	3.33%
Avestar Capital, LLC	406.47K	Mar 31, 26	+3.21K	2.22%
McGowan Group Asset Management, Inc.	386.51K	Mar 31, 26	+17.92K	2.12%
PATTEN & PATTEN INC/TN	368.05K	Mar 31, 26	-2.27K	2.01%
One Capital Management, LLC	341.31K	Mar 31, 26	+15.63K	1.87%
SPINNAKER TRUST	320.23K	Mar 31, 26	-436	1.75%
FreeGulliver LLC	299.61K	Mar 31, 26	+240.45K	1.64%
Alpha Omega Wealth Management LLC	291.10K	Mar 31, 26	+6.57K	1.59%
WINCAP FINANCIAL LLC	277.25K	Mar 31, 26	+72.68K	1.52%
Redhawk Wealth Advisors, Inc.	232.52K	Mar 31, 26	-19.07K	1.27%
Frazier Financial Advisors, LLC	216.35K	Mar 31, 26	+9.09K	1.18%
Fortis Capital Management LLC	204.78K	Mar 31, 26	+159.80K	1.12%
GREEN SQUARE CAPITAL ADVISORS LLC	199.43K	Mar 31, 26	+6.41K	1.09%
Cassia Capital Partners, LLC	192.11K	Mar 31, 26	+21.89K	1.05%
Mainstream Capital Management LLC	176.07K	Mar 31, 26	+49.91K	0.96%
Mariner, LLC	175.08K	Mar 31, 26	+39.05K	0.96%
SAGE RHINO CAPITAL LLC	164.56K	Mar 31, 26	-33.10K	0.90%
Inscription Capital, LLC	163.26K	Mar 31, 26	-10.80K	0.89%
TIEMANN INVESTMENT ADVISORS, LLC	162.07K	Mar 31, 26	+4.19K	0.89%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	157.02K	Mar 31, 26	+154.19K	0.86%
Three Seasons Wealth, LLC	147.60K	Mar 31, 26	+140.26K	0.81%
POTENTIA WEALTH	140.97K	Mar 31, 26	+3.73K	0.77%
Colony Group, LLC	131.75K	Mar 31, 26	-543.93K	0.72%
Betterment LLC	122.07K	Mar 31, 26	+14.01K	0.67%
ADELL HARRIMAN & CARPENTER INC	117.37K	Mar 31, 26	-3.79K	0.64%
CI Private Wealth, LLC	114.90K	Mar 31, 26	-24.90K	0.63%
Eldridge Investment Advisors, Inc.	112.77K	Mar 31, 26	+66.95K	0.62%
HighTower Advisors, LLC	102.10K	Mar 31, 26	-37.41K	0.56%
Quantinno Capital Management LP	93.96K	Mar 31, 26	-23.70K	0.51%
Ignite Planners, LLC	81.87K	Mar 31, 26	-1.19K	0.45%
FIFTH THIRD SECURITIES, INC.	78.41K	Mar 31, 26	+7.13K	0.43%
COMMONWEALTH EQUITY SERVICES, LLC	76.72K	Mar 31, 26	+26.97K	0.42%
CAPTRUST FINANCIAL ADVISORS	74.52K	Mar 31, 26	+24.42K	0.41%
G&S Capital LLC	74.33K	Mar 31, 26	+13.63K	0.41%
Ethos Financial Group, LLC	73.75K	Mar 31, 26	+73.75K	0.40%
IHT Wealth Management, LLC	72.08K	Mar 31, 26	-29.55K	0.39%
Berger Financial Group, Inc	68.33K	Mar 31, 26	-48	0.37%
Sanctuary Advisors, LLC	64.45K	Mar 31, 26	+48.08K	0.35%
WILEY BROS.-AINTREE CAPITAL, LLC	61.67K	Mar 31, 26	+2.98K	0.34%
Resources Investment Advisors, LLC.	59.78K	Mar 31, 26	+28.45K	0.33%
RETIREMENT CAPITAL STRATEGIES	56.50K	Mar 31, 26	+48.42K	0.31%
Private Advisor Group, LLC	54.70K	Mar 31, 26	+8.31K	0.30%
ADVISOR GROUP HOLDINGS, INC.	54.28K	Mar 31, 26	-15.96K	0.30%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	52.98K	Mar 31, 26	-96.44K	0.29%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	52.45K	Mar 31, 26	+12.06K	0.29%
AdvisorNet Financial, Inc	52.28K	Mar 31, 26	-754	0.29%
Inspire Advisors, LLC	51.03K	Mar 31, 26	+51.03K	0.28%
Wills Financial Group LLC	50.47K	Mar 31, 26	+50.47K	0.28%
Barnes Wealth Management Group, Inc	48.53K	Mar 31, 26	-1.16K	0.27%
STIFEL FINANCIAL CORP	43.81K	Mar 31, 26	-3.21K	0.24%
MML INVESTORS SERVICES, LLC	43.75K	Mar 31, 26	+19.68K	0.24%
ENVESTNET ASSET MANAGEMENT INC	38.47K	Mar 31, 26	+24.41K	0.21%
ROYAL BANK OF CANADA	38.37K	Mar 31, 26	+5.27K	0.21%
AXXCESS WEALTH MANAGEMENT, LLC	38.19K	Mar 31, 26	-5.51K	0.21%
MGO ONE SEVEN LLC	37.97K	Mar 31, 26	+4.31K	0.21%
Everest Management Corp.	37.42K	Mar 31, 26	+25.47K	0.20%
AQR CAPITAL MANAGEMENT LLC	34.11K	Mar 31, 26	+16.25K	0.19%
NewEdge Advisors, LLC	30.98K	Mar 31, 26	-48.99K	0.17%
Stratos Wealth Partners, LTD.	30.92K	Mar 31, 26	-230.24K	0.17%
Brio Consultants, LLC	28.71K	Mar 31, 26	-11.70K	0.16%
Golden State Equity Partners	28.57K	Mar 31, 26	+6.66K	0.16%
Kestra Advisory Services, LLC	27.46K	Mar 31, 26	+6.25K	0.15%
CHANNEL WEALTH LLC	27.30K	Mar 31, 26	-1.79K	0.15%
STEPHENS INC /AR/	27.22K	Mar 31, 26	+150	0.15%
DAVENPORT & Co LLC	26.14K	Mar 31, 26	+1.49K	0.14%
David R. Rahn & Associates Inc.	24.89K	Mar 31, 26	-79.43K	0.14%
XY Planning Network, Inc.	23.81K	Mar 31, 26	+23.81K	0.13%
Perigon Wealth Management, LLC	22.26K	Mar 31, 26	+154	0.12%
Heck Capital Advisors, LLC	22.26K	Mar 31, 26	+4.34K	0.12%
Cresset Asset Management, LLC	21.71K	Mar 31, 26	+21.71K	0.12%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	20.79K	Mar 31, 26	+1.68K	0.11%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	19.80K	Mar 31, 26	+19.80K	0.11%
Steward Partners Investment Advisory, LLC	19.01K	Mar 31, 26	+13.90K	0.10%
Cetera Investment Advisers	18.10K	Mar 31, 26	+507	0.10%
PRINCIPAL SECURITIES, INC.	17.59K	Mar 31, 26	+1.32K	0.10%
REGATTA CAPITAL GROUP, LLC	17.54K	Mar 31, 26	+2.55K	0.10%
Procyon Advisors, LLC	16.30K	Mar 31, 26	-29.04K	0.09%
Buckingham Strategic Partners	15.43K	Mar 31, 26	+7	0.08%
Burford Brothers, Inc.	14.62K	Mar 31, 26	+13	0.08%
Farther Finance Advisors, LLC	13.49K	Mar 31, 26	-3.41K	0.07%
Lionsbridge Wealth Management LLC	11.91K	Mar 31, 26	-11.22K	0.07%
Rock Point Advisors, LLC	11.88K	Mar 31, 26	--	0.06%
Brookwood Investment Group LLC	11.22K	Mar 31, 26	-8.74K	0.06%
Private Wealth Partners, LLC	11.10K	Mar 31, 26	-4.00K	0.06%
Synergy Financial Group, LTD	10.85K	Mar 31, 26	+2.39K	0.06%
TD Capital Management LLC	10.68K	Mar 31, 26	-1.01K	0.06%
ATWOOD & PALMER INC	10.56K	Mar 31, 26	--	0.06%
Atlas Brown,Inc.	10.50K	Mar 31, 26	--	0.06%
FIFTH THIRD BANCORP	9.72K	Mar 31, 26	+9.72K	0.05%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	9.46K	Mar 31, 26	--	0.05%
Register Financial Advisors LLC	8.70K	Mar 31, 26	--	0.05%
Concurrent Investment Advisors, LLC	8.50K	Mar 31, 26	--	0.05%
Creative Planning	8.41K	Mar 31, 26	--	0.05%
SFG Wealth Management, LLC.	8.29K	Mar 31, 26	-47.71K	0.05%
Avidian Wealth Solutions, LLC	8.00K	Mar 31, 26	-1.91K	0.04%
Elmwood Wealth Management, Inc.	7.88K	Mar 31, 26	-610	0.04%
TRUIST FINANCIAL CORP	7.63K	Mar 31, 26	+2.65K	0.04%
Waverly Advisors, LLC	7.33K	Mar 31, 26	+2.38K	0.04%
CoreCap Advisors, LLC	7.01K	Mar 31, 26	-283	0.04%
B. Riley Wealth Advisors, Inc.	7.00K	Mar 31, 26	+1.35K	0.04%
Regal Investment Advisors LLC	6.82K	Mar 31, 26	-3.03K	0.04%
Clearwater Capital Advisors, LLC	6.69K	Mar 31, 26	--	0.04%
Capital Advisors, Ltd. LLC	6.58K	Mar 31, 26	--	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.28K	Mar 31, 26	+6.28K	0.03%
Navalign, LLC	6.13K	Mar 31, 26	--	0.03%
Integrated Wealth Concepts LLC	6.05K	Mar 31, 26	+6.05K	0.03%
Janney Montgomery Scott LLC	6.05K	Mar 31, 26	+16	0.03%
ASSETMARK, INC	5.70K	Mar 31, 26	-426	0.03%
Cambridge Investment Research Advisors, Inc.	5.62K	Mar 31, 26	+903	0.03%
HOWARD WEALTH MANAGEMENT, LLC	5.48K	Mar 31, 26	+347	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	5.46K	Mar 31, 26	-6.78K	0.03%
CWC Advisors, LLC.	5.31K	Mar 31, 26	-758	0.03%
BENJAMIN EDWARDS INC	5.01K	Mar 31, 26	+5.01K	0.03%
North Forty Two & Co.	4.85K	Mar 31, 26	--	0.03%
Trademark Financial Management, LLC	4.84K	Mar 31, 26	+773	0.03%
Proficio Capital Partners LLC	4.44K	Mar 31, 26	--	0.02%
Pensionmark Financial Group, LLC	4.27K	Mar 31, 26	-144	0.02%
Kingsview Wealth Management, LLC	4.10K	Mar 31, 26	+4.10K	0.02%
EP Wealth Advisors, LLC	3.96K	Mar 31, 26	+3.96K	0.02%
Rockefeller Capital Management L.P.	3.25K	Mar 31, 26	-1.69K	0.02%
JPMORGAN CHASE & CO	2.44K	Mar 31, 26	-243	0.01%
PRIVATE TRUST CO NA	2.25K	Mar 31, 26	-240	0.01%
Golden State Wealth Management, LLC	1.97K	Mar 31, 26	+435	0.01%
Wagner Wealth Management, LLC	1.71K	Mar 31, 26	--	0.01%
Graney & King, LLC	1.62K	Mar 31, 26	+1.62K	0.01%
EverSource Wealth Advisors, LLC	816	Mar 31, 26	-1.33K	0.00%
Financial Management Professionals, Inc.	500	Mar 31, 26	--	0.00%
Mascoma Wealth Management LLC	466	Mar 31, 26	--	0.00%
AE Wealth Management LLC	420	Mar 31, 26	-29.57K	0.00%
Financial Gravity Asset Management, Inc.	355	Mar 31, 26	-53	0.00%
Destiny Wealth Partners, LLC	333	Mar 31, 26	+333	0.00%
BLAIR WILLIAM & CO/IL	324	Mar 31, 26	-113	0.00%
Advisory Services Network, LLC	181	Mar 31, 26	+181	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	93	Mar 31, 26	+93	0.00%
Lloyd Advisory Services, LLC.	15	Mar 31, 26	+15	0.00%
Kingdom Financial Group LLC.	15	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	7	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	7	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-138	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-4.85K	--
Arlington Trust Co LLC	--	Mar 31, 26	-25	--
AlphaCore Capital LLC	--	Mar 31, 26	-649	--
HARBOUR INVESTMENTS, INC.	--	Mar 31, 26	-59	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-1.60K	--
Global Retirement Partners, LLC	19.98K	Dec 31, 25	-453	0.11%
GPS Wealth Strategies Group, LLC	19.60K	Dec 31, 25	+15.54K	0.11%
ROVIN CAPITAL /UT/ /ADV	11.85K	Dec 31, 25	--	0.06%
COMERICA BANK	3.50K	Dec 31, 25	-200	0.02%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-120	--
Bristlecone Advisors, LLC	156.68K	Sep 30, 25	+10.42K	0.86%
SYNOVUS FINANCIAL CORP	13.98K	Sep 30, 25	+79	0.08%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	69.59K	Jun 30, 25	+69.59K	0.38%
Congress Wealth Management LLC / DE /	4.67K	Jun 30, 25	--	0.03%
Financial Gravity Companies, Inc.	495	Jun 30, 25	+495	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-76.03K	--
CAROLINAS WEALTH CONSULTING LLC	22.24K	Mar 31, 25	+19.96K	0.12%
Orion Portfolio Solutions, LLC	6.74K	Mar 31, 25	+6.74K	0.04%
RAYMOND JAMES & ASSOCIATES	127.97K	Sep 30, 24	+22.05K	0.70%
Raymond James Financial Services Advisors, Inc.	34.22K	Sep 30, 24	+6.97K	0.19%
Zega Financial, LLC	4.99K	Sep 30, 24	+4.99K	0.03%
Gratus Capital LLC	172.93K	Jun 30, 24	+35.70K	0.95%
Engrave Wealth Partners LLC	537.12K	Dec 31, 23	-8.36K	2.94%
KCS Wealth Advisory	166.01K	Sep 30, 23	-396	0.91%
Windsor Group LTD	4.24K	Sep 30, 23	+4.24K	0.02%
Hightower 6M Holding, LLC	326.34K	Sep 30, 22	-20.00K	1.79%
MILESTONE WEALTH, LLC	481	Sep 30, 22	-35	0.00%
Livingston Group Asset Management CO (operating as Southport Capital Management)	--	Mar 31, 22	-7.16K	--
6 Meridian	437.36K	Dec 31, 21	+92.51K	2.39%
Carroll Financial Associates, Inc.	270.46K	Dec 31, 21	-2.07K	1.48%
Altavista Wealth Management, Inc.	4.05K	Dec 31, 21	+4.05K	0.02%
Pinnacle Advisory Group, Inc.	11.89K	Mar 31, 21	+7.68K	0.07%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.97M

Mar 31, 26

-413.69K

10.79%

GOLDMAN SACHS GROUP INC

1.96M

Mar 31, 26

+1.05M

10.72%

LPL Financial LLC

1.66M

Mar 31, 26

+298.31K

9.06%

RAYMOND JAMES FINANCIAL INC

1.27M

Mar 31, 26

+318.07K

6.94%

CWM, LLC

1.21M

Mar 31, 26

-29.72K

6.64%

Kensington Asset Management, LLC

819.24K

Mar 31, 26

+110.26K

4.48%

WELLS FARGO & COMPANY/MN

806.01K

Mar 31, 26

+35.16K

4.41%

Amplius Wealth Advisors, LLC

752.29K

Mar 31, 26

-34.91K

4.12%

UBS Group AG

608.59K

Mar 31, 26

+43.33K

3.33%

Avestar Capital, LLC

406.47K

Mar 31, 26

+3.21K

2.22%

McGowan Group Asset Management, Inc.

386.51K

Mar 31, 26

+17.92K

2.12%

PATTEN & PATTEN INC/TN

368.05K

Mar 31, 26

-2.27K

2.01%

One Capital Management, LLC

341.31K

Mar 31, 26

+15.63K

1.87%

SPINNAKER TRUST

320.23K

Mar 31, 26

-436

1.75%

FreeGulliver LLC

299.61K

Mar 31, 26

+240.45K

1.64%

Alpha Omega Wealth Management LLC

291.10K

Mar 31, 26

+6.57K

1.59%

WINCAP FINANCIAL LLC

277.25K

Mar 31, 26

+72.68K

1.52%

Redhawk Wealth Advisors, Inc.

232.52K

Mar 31, 26

-19.07K

1.27%

Frazier Financial Advisors, LLC

216.35K

Mar 31, 26

+9.09K

1.18%

Fortis Capital Management LLC

204.78K

Mar 31, 26

+159.80K

1.12%

GREEN SQUARE CAPITAL ADVISORS LLC

199.43K

Mar 31, 26

+6.41K

1.09%

Cassia Capital Partners, LLC

192.11K

Mar 31, 26

+21.89K

1.05%

Mainstream Capital Management LLC

176.07K

Mar 31, 26

+49.91K

0.96%

Mariner, LLC

175.08K

Mar 31, 26

+39.05K

0.96%

SAGE RHINO CAPITAL LLC

164.56K

Mar 31, 26

-33.10K

0.90%

Inscription Capital, LLC

163.26K

Mar 31, 26

-10.80K

0.89%

TIEMANN INVESTMENT ADVISORS, LLC

162.07K

Mar 31, 26

+4.19K

0.89%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

157.02K

Mar 31, 26

+154.19K

0.86%

Three Seasons Wealth, LLC

147.60K

Mar 31, 26

+140.26K

0.81%

POTENTIA WEALTH

140.97K

Mar 31, 26

+3.73K

0.77%

Colony Group, LLC

131.75K

Mar 31, 26

-543.93K

0.72%

Betterment LLC

122.07K

Mar 31, 26

+14.01K

0.67%

ADELL HARRIMAN & CARPENTER INC

117.37K

Mar 31, 26

-3.79K

0.64%

CI Private Wealth, LLC

114.90K

Mar 31, 26

-24.90K

0.63%

Eldridge Investment Advisors, Inc.

112.77K

Mar 31, 26

+66.95K

0.62%

HighTower Advisors, LLC

102.10K

Mar 31, 26

-37.41K

0.56%

Quantinno Capital Management LP

93.96K

Mar 31, 26

-23.70K

0.51%

Ignite Planners, LLC

81.87K

Mar 31, 26

-1.19K

0.45%

FIFTH THIRD SECURITIES, INC.

78.41K

Mar 31, 26

+7.13K

0.43%

COMMONWEALTH EQUITY SERVICES, LLC

76.72K

Mar 31, 26

+26.97K

0.42%

CAPTRUST FINANCIAL ADVISORS

74.52K

Mar 31, 26

+24.42K

0.41%

G&S Capital LLC

74.33K

Mar 31, 26

+13.63K

0.41%

Ethos Financial Group, LLC

73.75K

Mar 31, 26

+73.75K

0.40%

IHT Wealth Management, LLC

72.08K

Mar 31, 26

-29.55K

0.39%

Berger Financial Group, Inc

68.33K

Mar 31, 26

-48

0.37%

Sanctuary Advisors, LLC

64.45K

Mar 31, 26

+48.08K

0.35%

WILEY BROS.-AINTREE CAPITAL, LLC

61.67K

Mar 31, 26

+2.98K

0.34%

Resources Investment Advisors, LLC.

59.78K

Mar 31, 26

+28.45K

0.33%

RETIREMENT CAPITAL STRATEGIES

56.50K

Mar 31, 26

+48.42K

0.31%

Private Advisor Group, LLC

54.70K

Mar 31, 26

+8.31K

0.30%

ADVISOR GROUP HOLDINGS, INC.

54.28K

Mar 31, 26

-15.96K

0.30%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

52.98K

Mar 31, 26

-96.44K

0.29%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

52.45K

Mar 31, 26

+12.06K

0.29%

AdvisorNet Financial, Inc

52.28K

Mar 31, 26

-754

0.29%

Inspire Advisors, LLC

51.03K

Mar 31, 26

+51.03K

0.28%

Wills Financial Group LLC

50.47K

Mar 31, 26

+50.47K

0.28%

Barnes Wealth Management Group, Inc

48.53K

Mar 31, 26

-1.16K

0.27%

STIFEL FINANCIAL CORP

43.81K

Mar 31, 26

-3.21K

0.24%

MML INVESTORS SERVICES, LLC

43.75K

Mar 31, 26

+19.68K

0.24%

ENVESTNET ASSET MANAGEMENT INC

38.47K

Mar 31, 26

+24.41K

0.21%

ROYAL BANK OF CANADA

38.37K

Mar 31, 26

+5.27K

0.21%

AXXCESS WEALTH MANAGEMENT, LLC

38.19K

Mar 31, 26

-5.51K

0.21%

MGO ONE SEVEN LLC

37.97K

Mar 31, 26

+4.31K

0.21%

Everest Management Corp.

37.42K

Mar 31, 26

+25.47K

0.20%

AQR CAPITAL MANAGEMENT LLC

34.11K

Mar 31, 26

+16.25K

0.19%

NewEdge Advisors, LLC

30.98K

Mar 31, 26

-48.99K

0.17%

Stratos Wealth Partners, LTD.

30.92K

Mar 31, 26

-230.24K

0.17%

Brio Consultants, LLC

28.71K

Mar 31, 26

-11.70K

0.16%

Golden State Equity Partners

28.57K

Mar 31, 26

+6.66K

0.16%

Kestra Advisory Services, LLC

27.46K

Mar 31, 26

+6.25K

0.15%

CHANNEL WEALTH LLC

27.30K

Mar 31, 26

-1.79K

0.15%

STEPHENS INC /AR/

27.22K

Mar 31, 26

+150

0.15%

DAVENPORT & Co LLC

26.14K

Mar 31, 26

+1.49K

0.14%

David R. Rahn & Associates Inc.

24.89K

Mar 31, 26

-79.43K

0.14%

XY Planning Network, Inc.

23.81K

Mar 31, 26

+23.81K

0.13%

Perigon Wealth Management, LLC

22.26K

Mar 31, 26

+154

0.12%

Heck Capital Advisors, LLC

22.26K

Mar 31, 26

+4.34K

0.12%

Cresset Asset Management, LLC

21.71K

Mar 31, 26

+21.71K

0.12%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

20.79K

Mar 31, 26

+1.68K

0.11%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

19.80K

Mar 31, 26

+19.80K

0.11%

Steward Partners Investment Advisory, LLC

19.01K

Mar 31, 26

+13.90K

0.10%

Cetera Investment Advisers

18.10K

Mar 31, 26

+507

0.10%

PRINCIPAL SECURITIES, INC.

17.59K

Mar 31, 26

+1.32K

0.10%

REGATTA CAPITAL GROUP, LLC

17.54K

Mar 31, 26

+2.55K

0.10%

Procyon Advisors, LLC

16.30K

Mar 31, 26

-29.04K

0.09%

Buckingham Strategic Partners

15.43K

Mar 31, 26

0.08%

Burford Brothers, Inc.

14.62K

Mar 31, 26

+13

0.08%

Farther Finance Advisors, LLC

13.49K

Mar 31, 26

-3.41K

0.07%

Lionsbridge Wealth Management LLC

11.91K

Mar 31, 26

-11.22K

0.07%

Rock Point Advisors, LLC

11.88K

Mar 31, 26

0.06%

Brookwood Investment Group LLC

11.22K

Mar 31, 26

-8.74K

0.06%

Private Wealth Partners, LLC

11.10K

Mar 31, 26

-4.00K

0.06%

Synergy Financial Group, LTD

10.85K

Mar 31, 26

+2.39K

0.06%

TD Capital Management LLC

10.68K

Mar 31, 26

-1.01K

0.06%

ATWOOD & PALMER INC

10.56K

Mar 31, 26

0.06%

Atlas Brown,Inc.

10.50K

Mar 31, 26

0.06%

FIFTH THIRD BANCORP

9.72K

Mar 31, 26

+9.72K

0.05%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

9.46K

Mar 31, 26

0.05%

8.70K

Mar 31, 26

0.05%

Concurrent Investment Advisors, LLC

8.50K

Mar 31, 26

0.05%

Creative Planning

8.41K

Mar 31, 26

0.05%

SFG Wealth Management, LLC.

8.29K

Mar 31, 26

-47.71K

0.05%

Avidian Wealth Solutions, LLC

8.00K

Mar 31, 26

-1.91K

0.04%

Elmwood Wealth Management, Inc.

7.88K

Mar 31, 26

-610

0.04%

TRUIST FINANCIAL CORP

7.63K

Mar 31, 26

+2.65K

0.04%

Waverly Advisors, LLC

7.33K

Mar 31, 26

+2.38K

0.04%

CoreCap Advisors, LLC

7.01K

Mar 31, 26

-283

0.04%

B. Riley Wealth Advisors, Inc.

7.00K

Mar 31, 26

+1.35K

0.04%

Regal Investment Advisors LLC

6.82K

Mar 31, 26

-3.03K

0.04%

Clearwater Capital Advisors, LLC

6.69K

Mar 31, 26

0.04%

Capital Advisors, Ltd. LLC

6.58K

Mar 31, 26

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.28K

Mar 31, 26

+6.28K

0.03%

Navalign, LLC

6.13K

Mar 31, 26

0.03%

Integrated Wealth Concepts LLC

6.05K

Mar 31, 26

+6.05K

0.03%

Janney Montgomery Scott LLC

6.05K

Mar 31, 26

+16

0.03%

ASSETMARK, INC

5.70K

Mar 31, 26

-426

0.03%

Cambridge Investment Research Advisors, Inc.

5.62K

Mar 31, 26

+903

0.03%

HOWARD WEALTH MANAGEMENT, LLC

5.48K

Mar 31, 26

+347

0.03%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

5.46K

Mar 31, 26

-6.78K

0.03%

CWC Advisors, LLC.

5.31K

Mar 31, 26

-758

0.03%

BENJAMIN EDWARDS INC

5.01K

Mar 31, 26

+5.01K

0.03%

North Forty Two & Co.

4.85K

Mar 31, 26

0.03%

Trademark Financial Management, LLC

4.84K

Mar 31, 26

+773

0.03%

Proficio Capital Partners LLC

4.44K

Mar 31, 26

0.02%

Pensionmark Financial Group, LLC

4.27K

Mar 31, 26

-144

0.02%

Kingsview Wealth Management, LLC

4.10K

Mar 31, 26

+4.10K

0.02%

EP Wealth Advisors, LLC

3.96K

Mar 31, 26

+3.96K

0.02%

Rockefeller Capital Management L.P.

3.25K

Mar 31, 26

-1.69K

0.02%

JPMORGAN CHASE & CO

2.44K

Mar 31, 26

-243

0.01%

PRIVATE TRUST CO NA

2.25K

Mar 31, 26

-240

0.01%

Golden State Wealth Management, LLC

1.97K

Mar 31, 26

+435

0.01%

Wagner Wealth Management, LLC

1.71K

Mar 31, 26

0.01%

Graney & King, LLC

1.62K

Mar 31, 26

+1.62K

0.01%

EverSource Wealth Advisors, LLC

816

Mar 31, 26

-1.33K

0.00%

Financial Management Professionals, Inc.

500

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

466

Mar 31, 26

0.00%

AE Wealth Management LLC

420

Mar 31, 26

-29.57K

0.00%

Financial Gravity Asset Management, Inc.

355

Mar 31, 26

-53

0.00%

Destiny Wealth Partners, LLC

333

Mar 31, 26

+333

0.00%

BLAIR WILLIAM & CO/IL

324

Mar 31, 26

-113

0.00%

Advisory Services Network, LLC

181

Mar 31, 26

+181

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

+93

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+15

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-138

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-4.85K

Arlington Trust Co LLC

Mar 31, 26

-25

AlphaCore Capital LLC

Mar 31, 26

-649

HARBOUR INVESTMENTS, INC.

Mar 31, 26

-59

Tower Research Capital LLC (TRC)

Mar 31, 26

-1.60K

Global Retirement Partners, LLC

19.98K

Dec 31, 25

-453

0.11%

GPS Wealth Strategies Group, LLC

19.60K

Dec 31, 25

+15.54K

0.11%

ROVIN CAPITAL /UT/ /ADV

11.85K

Dec 31, 25

0.06%

COMERICA BANK

3.50K

Dec 31, 25

-200

0.02%

CIBC Private Wealth Group, LLC

Dec 31, 25

-120

Bristlecone Advisors, LLC

156.68K

Sep 30, 25

+10.42K

0.86%

SYNOVUS FINANCIAL CORP

13.98K

Sep 30, 25

+79

0.08%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

69.59K

Jun 30, 25

+69.59K

0.38%

Congress Wealth Management LLC / DE /

4.67K

Jun 30, 25

0.03%

Financial Gravity Companies, Inc.

495

Jun 30, 25

+495

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-76.03K

CAROLINAS WEALTH CONSULTING LLC

22.24K

Mar 31, 25

+19.96K

0.12%

Orion Portfolio Solutions, LLC

6.74K

Mar 31, 25

+6.74K

0.04%

RAYMOND JAMES & ASSOCIATES

127.97K

Sep 30, 24

+22.05K

0.70%

Raymond James Financial Services Advisors, Inc.

34.22K

Sep 30, 24

+6.97K

0.19%

Zega Financial, LLC

4.99K

Sep 30, 24

+4.99K

0.03%

Gratus Capital LLC

172.93K

Jun 30, 24

+35.70K

0.95%

Engrave Wealth Partners LLC

537.12K

Dec 31, 23

-8.36K

2.94%

KCS Wealth Advisory

166.01K

Sep 30, 23

-396

0.91%

Windsor Group LTD

4.24K

Sep 30, 23

+4.24K

0.02%

Hightower 6M Holding, LLC

326.34K

Sep 30, 22

-20.00K

1.79%

MILESTONE WEALTH, LLC

481

Sep 30, 22

-35

0.00%

Livingston Group Asset Management CO (operating as Southport Capital Management)

Mar 31, 22

-7.16K

6 Meridian

437.36K

Dec 31, 21

+92.51K

2.39%

Carroll Financial Associates, Inc.

270.46K

Dec 31, 21

-2.07K

1.48%

Altavista Wealth Management, Inc.

4.05K

Dec 31, 21

+4.05K

0.02%

Pinnacle Advisory Group, Inc.

11.89K

Mar 31, 21

+7.68K

0.07%