How do I set a price alert for GTO?

To set a GTO price alert on Stock Alarm Pro, navigate to the GTO quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for GTO?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for GTO. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for GTO?

Stock Alarm Pro supports over 125 trigger types for GTO: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about GTO price changes?

GTO alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for GTO alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for GTO and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

GTO Institutional Ownership & 13F Filings

Invesco Total Return Bond ETF(GTO)

$44.74—Stale · unknown old

WatchlistChart

Invesco Total Return Bond ETF(GTO)

NYSE • Last print unknown agoAbout this dataData status

$44.74—Stale · unknown old

WatchlistChart Studio

GTO(GTO)

GTO

Institutional Ownership

Top 258 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	5.43M	Jun 30, 26	+605.67K	10.36%
BANK OF AMERICA CORP /DE/	5.06M	Jun 30, 26	+1.25M	9.66%
ENVESTNET ASSET MANAGEMENT INC	3.69M	Jun 30, 26	+404.28K	7.04%
ADVISOR GROUP HOLDINGS, INC.	2.84M	Jun 30, 26	+179.36K	5.42%
Invesco Ltd.	1.89M	Jun 30, 26	-110.78K	3.61%
MORGAN STANLEY	1.70M	Jun 30, 26	+79.80K	3.25%
Private Advisor Group, LLC	1.42M	Jun 30, 26	+155.68K	2.71%
Bank of New York Mellon Corp	1.33M	Jun 30, 26	+1.68K	2.54%
Brio Consultants, LLC	1.25M	Jun 30, 26	+56.56K	2.39%
RTD Financial Advisors, Inc.	866.85K	Jun 30, 26	+27.75K	1.65%
JONES FINANCIAL COMPANIES LLLP	804.53K	Jun 30, 26	+322.48K	1.54%
HOWARD FINANCIAL SERVICES, LTD.	799.60K	Jun 30, 26	+31.08K	1.53%
Dynamic Advisor Solutions LLC	700.66K	Jun 30, 26	+84.15K	1.34%
RAYMOND JAMES FINANCIAL INC	698.59K	Jun 30, 26	+19.43K	1.33%
Commonwealth Financial Services, LLC	675.58K	Jun 30, 26	+675.58K	1.29%
Cetera Investment Advisers	645.86K	Jun 30, 26	+92.20K	1.23%
Northwest Financial Advisors	531.96K	Jun 30, 26	+454.50K	1.02%
Petix & Botte Co	510.12K	Jun 30, 26	+20.39K	0.97%
Brookstone Capital Management	508.29K	Jun 30, 26	-256	0.97%
American Capital Advisory, LLC	429.00K	Jun 30, 26	+36.95K	0.82%
HighTower Advisors, LLC	402.68K	Jun 30, 26	+88.35K	0.77%
MML INVESTORS SERVICES, LLC	373.36K	Jun 30, 26	+87.55K	0.71%
WELLS FARGO & COMPANY/MN	357.56K	Jun 30, 26	+13.78K	0.68%
KWB Wealth	352.17K	Jun 30, 26	+102.13K	0.67%
KMG FIDUCIARY PARTNERS, LLC	348.76K	Jun 30, 26	-30.10K	0.67%
Rooted Wealth Advisors, Inc.	323.26K	Jun 30, 26	+31.84K	0.62%
Pensionmark Financial Group, LLC	305.78K	Jun 30, 26	-382	0.58%
Stewardship Advisors, LLC	304.69K	Jun 30, 26	+128.68K	0.58%
Focus Financial Network, Inc.	294.26K	Jun 30, 26	+21.64K	0.56%
Vestmark Advisory Solutions, Inc.	282.74K	Jun 30, 26	-2.31K	0.54%
IFG Advisory, LLC	279.53K	Jun 30, 26	+277.86K	0.53%
Concurrent Investment Advisors, LLC	271.28K	Jun 30, 26	+99.94K	0.52%
VERUS CAPITAL PARTNERS, LLC	266.11K	Jun 30, 26	+6.13K	0.51%
Envestnet Portfolio Solutions, Inc.	252.25K	Jun 30, 26	+14.89K	0.48%
NewEdge Advisors, LLC	241.03K	Jun 30, 26	+6.08K	0.46%
Asset Allocation Strategies LLC	233.20K	Jun 30, 26	+80.02K	0.45%
EXCEL SECURITIES & ASSOCIATES, INC.	217.76K	Jun 30, 26	+85.29K	0.42%
BEACON FINANCIAL PLANNING, INC	192.08K	Jun 30, 26	-15.70K	0.37%
Richmond Investment Services, LLC	187.97K	Jun 30, 26	-171.51K	0.36%
Regal Investment Advisors LLC	181.60K	Jun 30, 26	+10.82K	0.35%
IHT Wealth Management, LLC	170.76K	Jun 30, 26	+27.64K	0.33%
Atlas Legacy Advisors, LLC	169.60K	Jun 30, 26	+5.28K	0.32%
BOS Asset Management, LLC	162.90K	Jun 30, 26	+8.22K	0.31%
AXXCESS WEALTH MANAGEMENT, LLC	161.24K	Jun 30, 26	+161.24K	0.31%
Curry Webb Wealth Management LLC	156.63K	Jun 30, 26	+22.18K	0.30%
Baird Financial Group, Inc.	146.95K	Jun 30, 26	+56.31K	0.28%
Integrated Wealth Concepts LLC	143.53K	Jun 30, 26	+30.91K	0.27%
Total Clarity Wealth Management, Inc.	141.26K	Jun 30, 26	+51.49K	0.27%
Tennessee Valley Asset Management Partners	136.32K	Jun 30, 26	+6.76K	0.26%
ROYAL BANK OF CANADA	135.71K	Jun 30, 26	-9.64K	0.26%
USAdvisors Wealth Management, LLC	134.33K	Jun 30, 26	+4.13K	0.26%
Daner Wealth Management, LLC	133.96K	Jun 30, 26	+1.97K	0.26%
Kestra Advisory Services, LLC	124.09K	Jun 30, 26	+60.13K	0.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	116.59K	Jun 30, 26	+10.40K	0.22%
CHANNEL WEALTH LLC	110.64K	Jun 30, 26	+470	0.21%
Gladstone Institutional Advisory LLC	105.32K	Jun 30, 26	+12.75K	0.20%
Insight Wealth Partners, LLC	104.38K	Jun 30, 26	-37.29K	0.20%
IFP Advisors, Inc	101.69K	Jun 30, 26	+17.10K	0.19%
AQR CAPITAL MANAGEMENT LLC	99.78K	Jun 30, 26	+4.44K	0.19%
Fjell Capital, LLC	99.69K	Jun 30, 26	+185	0.19%
Simplicity Wealth,LLC	89.89K	Jun 30, 26	+44.08K	0.17%
CAPTRUST FINANCIAL ADVISORS	84.99K	Jun 30, 26	-29.68K	0.16%
WILEY BROS.-AINTREE CAPITAL, LLC	82.02K	Jun 30, 26	+68.99K	0.16%
Mechanics Bank Trust Department	78.61K	Jun 30, 26	-2.23K	0.15%
CITADEL ADVISORS LLC	76.35K	Jun 30, 26	+76.35K	0.15%
Cambridge Investment Research Advisors, Inc.	66.14K	Jun 30, 26	+918	0.13%
GOLDMAN SACHS GROUP INC	59.07K	Jun 30, 26	+59.07K	0.11%
NATIXIS ADVISORS, L.P.	58.40K	Jun 30, 26	+36.46K	0.11%
J.W. COLE ADVISORS, INC.	56.16K	Jun 30, 26	+56.16K	0.11%
Tidemark, LLC	55.32K	Jun 30, 26	-3.63K	0.11%
Arkadios Wealth Advisors	54.90K	Jun 30, 26	+30.45K	0.10%
Kingsview Wealth Management, LLC	51.82K	Jun 30, 26	+51.82K	0.10%
PFG Advisors	50.04K	Jun 30, 26	-10.97K	0.10%
Cerity Partners LLC	48.53K	Jun 30, 26	-9.10K	0.09%
Diversify Advisory Services, LLC	47.92K	Jun 30, 26	+47.92K	0.09%
DIVERSIFY WEALTH MANAGEMENT, LLC	47.92K	Jun 30, 26	-3.60K	0.09%
Destiny Capital Corp/CO	45.64K	Jun 30, 26	-214	0.09%
First Command Advisory Services, Inc.	43.87K	Jun 30, 26	+43.87K	0.08%
FLAGSHIP HARBOR ADVISORS, LLC	41.66K	Jun 30, 26	+2.13K	0.08%
VestGen Advisors, LLC	41.60K	Jun 30, 26	-2.96K	0.08%
MPWM ADVISORY SOLUTIONS, LLC	40.55K	Jun 30, 26	+5.30K	0.08%
PARK AVENUE SECURITIES LLC	38.30K	Jun 30, 26	+2.42K	0.07%
Brinker Capital Investments, LLC	37.70K	Jun 30, 26	+9.79K	0.07%
PAX Financial Group, LLC	35.70K	Jun 30, 26	+4.43K	0.07%
Sequent Planning LLC	31.28K	Jun 30, 26	+795	0.06%
Treasure Coast Financial Planning	29.81K	Jun 30, 26	-2.38K	0.06%
JPMORGAN CHASE & CO	28.78K	Jun 30, 26	-41.31K	0.05%
Independent Advisor Alliance	28.70K	Jun 30, 26	-584.82K	0.05%
Retirement Planning Group	27.57K	Jun 30, 26	-3.96K	0.05%
MONEY CONCEPTS CAPITAL CORP	27.55K	Jun 30, 26	-1.03K	0.05%
SILVER OAK SECURITIES, INCORPORATED	27.28K	Jun 30, 26	-5.05K	0.05%
JANE STREET GROUP, LLC	26.83K	Jun 30, 26	-171.44K	0.05%
PACIFIC FINANCIAL GROUP INC	25.56K	Jun 30, 26	+25.56K	0.05%
Aspire Capital Advisors LLC	25.48K	Jun 30, 26	+6.09K	0.05%
Claro Advisors LLC	23.69K	Jun 30, 26	+23.69K	0.05%
Janney Montgomery Scott LLC	22.59K	Jun 30, 26	+1.72K	0.04%
LANDMARK WEALTH MANAGEMENT, INC.	22.35K	Jun 30, 26	-720	0.04%
Avid Wealth Partners LLC	22.20K	Jun 30, 26	-46.17K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.72K	Jun 30, 26	+7.97K	0.04%
Lido Advisors, LLC	21.00K	Jun 30, 26	-1.99K	0.04%
TCG Advisory Services, LLC	20.32K	Jun 30, 26	-2.45K	0.04%
Signal Advisors Wealth, LLC	19.53K	Jun 30, 26	-65.71K	0.04%
Vista Cima Wealth Management LLC	17.79K	Jun 30, 26	+817	0.03%
PRINCIPAL SECURITIES, INC.	17.11K	Jun 30, 26	+2.73K	0.03%
Kuhn & Co Investment Counsel	16.43K	Jun 30, 26	+764	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	16.28K	Jun 30, 26	-4.32K	0.03%
HARBOUR INVESTMENTS, INC.	16.09K	Jun 30, 26	+1.76K	0.03%
Sanctuary Advisors, LLC	15.92K	Jun 30, 26	-7.02K	0.03%
Betterment LLC	14.85K	Jun 30, 26	+636	0.03%
Barnes Wealth Management Group, Inc	14.76K	Jun 30, 26	+1.48K	0.03%
ASSETMARK, INC	14.40K	Jun 30, 26	+361	0.03%
Resources Investment Advisors, LLC.	13.77K	Jun 30, 26	+5.34K	0.03%
Empirical Asset Management, LLC	13.71K	Jun 30, 26	+4.23K	0.03%
Equitable Holdings, Inc.	13.60K	Jun 30, 26	-52	0.03%
Clearstead Advisors, LLC	13.48K	Jun 30, 26	-18.88K	0.03%
Perigon Wealth Management, LLC	12.62K	Jun 30, 26	+79	0.02%
Sowell Financial Services LLC	12.41K	Jun 30, 26	-69	0.02%
RFG Advisory, LLC	12.16K	Jun 30, 26	-1.38K	0.02%
TD PRIVATE CLIENT WEALTH LLC	11.49K	Jun 30, 26	+7.68K	0.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	11.49K	Jun 30, 26	+18	0.02%
Alteri Wealth LLC	11.26K	Jun 30, 26	+1.71K	0.02%
Evolution Wealth Advisors, LLC	10.81K	Jun 30, 26	-2.57K	0.02%
Krilogy Financial LLC	10.75K	Jun 30, 26	+390	0.02%
Community Bank & Trust, Waco, Texas	10.37K	Jun 30, 26	+799	0.02%
DRIVE WEALTH MANAGEMENT, LLC	10.30K	Jun 30, 26	--	0.02%
Global Retirement Partners, LLC	10.26K	Jun 30, 26	+10.26K	0.02%
Tailwinds Wealth, LLC	10.20K	Jun 30, 26	+10.20K	0.02%
MGO ONE SEVEN LLC	10.19K	Jun 30, 26	+1.68K	0.02%
Western Wealth Management, LLC	10.02K	Jun 30, 26	-2.89K	0.02%
Snowden Capital Advisors LLC	9.67K	Jun 30, 26	-2.91K	0.02%
Founders Financial Alliance, LLC	9.51K	Jun 30, 26	+424	0.02%
Schneider Downs Wealth Management Advisors, LP	9.38K	Jun 30, 26	--	0.02%
Medallion Wealth Advisors, LLC	9.26K	Jun 30, 26	-229	0.02%
Bogart Wealth, LLC	9.14K	Jun 30, 26	-576	0.02%
Asset One Wealth Management LLC	8.91K	Jun 30, 26	-407	0.02%
Spire Wealth Management	8.77K	Jun 30, 26	+455	0.02%
Meridian Financial, LLC	8.58K	Jun 30, 26	+2.04K	0.02%
MSH Capital Advisors LLC	8.12K	Jun 30, 26	-3.47K	0.02%
Appalachian Capital Management Ltd	8.06K	Jun 30, 26	+77	0.02%
Ausdal Financial Partners, Inc.	7.60K	Jun 30, 26	+21	0.01%
GeoWealth Management, LLC	7.53K	Jun 30, 26	+1.93K	0.01%
Gaddis Premier Wealth Advisors LLC	7.46K	Jun 30, 26	-10.08K	0.01%
FIRETHORN WEALTH PARTNERS, LLC	7.33K	Jun 30, 26	+7.33K	0.01%
Financial Engines Advisors L.L.C.	6.78K	Jun 30, 26	+192	0.01%
Merit Financial Group, LLC	6.72K	Jun 30, 26	-159	0.01%
TRUIST FINANCIAL CORP	6.65K	Jun 30, 26	-727	0.01%
Capital Analysts, LLC	6.64K	Jun 30, 26	+3.20K	0.01%
Wealth Watch Advisors, INC	6.48K	Jun 30, 26	-859	0.01%
BIP Wealth, LLC	6.40K	Jun 30, 26	--	0.01%
Buckingham Strategic Partners	6.38K	Jun 30, 26	+6.38K	0.01%
COGENT STRATEGIC WEALTH LLC	6.32K	Jun 30, 26	+443	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6.13K	Jun 30, 26	-2.35K	0.01%
Advisory Services Network, LLC	6.10K	Jun 30, 26	-101	0.01%
Summit Wealth Group, LLC	6.02K	Jun 30, 26	--	0.01%
STIFEL FINANCIAL CORP	5.65K	Jun 30, 26	+28	0.01%
CreativeOne Wealth, LLC	5.64K	Jun 30, 26	-2.61K	0.01%
FIFTH THIRD BANCORP	5.31K	Jun 30, 26	-1.32K	0.01%
NorthLanding Financial Partners, LLC	5.21K	Jun 30, 26	+55	0.01%
Gateway Wealth Partners, LLC	5.18K	Jun 30, 26	-7.55K	0.01%
ADG Wealth Management Group, LLC	4.77K	Jun 30, 26	-1.67K	0.01%
Capasso Planning Partners LLC	4.54K	Jun 30, 26	+4.54K	0.01%
Axim Planning & Wealth	4.46K	Jun 30, 26	-350	0.01%
Gilliland Jeter Wealth Management LLC	4.43K	Jun 30, 26	+4.43K	0.01%
Proactive Wealth Strategies LLC	4.39K	Jun 30, 26	+48	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	4.35K	Jun 30, 26	--	0.01%
BUFFALO BUSINESS & ESTATE SERVICES LTD	4.32K	Jun 30, 26	+4.32K	0.01%
Signature Equity Partners, LLC	3.77K	Jun 30, 26	+83	0.01%
Aptus Capital Advisors, LLC	3.69K	Jun 30, 26	+3.69K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.89K	Jun 30, 26	+2.89K	0.01%
KERR FINANCIAL PLANNING Corp	2.37K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	1.99K	Jun 30, 26	-200	0.00%
PRIVATE TRUST CO NA	1.70K	Jun 30, 26	-8.24K	0.00%
CULLEN/FROST BANKERS, INC.	1.69K	Jun 30, 26	+1.33K	0.00%
FMR LLC	1.62K	Jun 30, 26	+97	0.00%
IAG Wealth Partners, LLC	1.58K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.50K	Jun 30, 26	+1.50K	0.00%
Pinnacle Bancorp, Inc.	1.11K	Jun 30, 26	--	0.00%
LGT Financial Advisors LLC	823	Jun 30, 26	--	0.00%
AE Wealth Management LLC	572	Jun 30, 26	-133	0.00%
AMERIFLEX GROUP, INC.	562	Jun 30, 26	+291	0.00%
TD Waterhouse Canada Inc.	543	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	501	Jun 30, 26	--	0.00%
Key FInancial Inc	468	Jun 30, 26	-23	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	430	Jun 30, 26	--	0.00%
Concord Wealth Partners	373	Jun 30, 26	+373	0.00%
CDKV HOLDINGS LLC	344	Jun 30, 26	+2	0.00%
Silver Grove Financial Group, Inc.	286	Jun 30, 26	+286	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	137	Jun 30, 26	+137	0.00%
US BANCORP \DE\	133	Jun 30, 26	+133	0.00%
Walsh & Associates, LLC	131	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	118	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	105	Jun 30, 26	-21	0.00%
Allworth Financial LP	88	Jun 30, 26	-1.92K	0.00%
Prestige Wealth Management Group LLC	85	Jun 30, 26	--	0.00%
Holos Integrated Wealth LLC	62	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	42	Jun 30, 26	--	0.00%
Frazier Financial Advisors, LLC	38	Jun 30, 26	--	0.00%
Wagner Wealth Management, LLC	30	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	13	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	8	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	8	Jun 30, 26	--	0.00%
Fortis Group Advisors, LLC	--	Jun 30, 26	-5.94K	--
Vise Technologies, Inc.	--	Jun 30, 26	-6.53K	--
Your Advocates Ltd., LLP	--	Jun 30, 26	-614	--
Atria Investments, Inc	--	Jun 30, 26	-9.11K	--
Y.D. More Investments Ltd	--	Jun 30, 26	-1.50K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-7.90K	--
UBS Group AG	--	Jun 30, 26	-105	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-44.66K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-10.47K	--
Goodman Advisory Group, LLC	--	Jun 30, 26	-2.87K	--
Colonial River Wealth Management, LLC	--	Jun 30, 26	-77.83K	--
CWM, LLC	1.79M	Mar 31, 26	-274.30K	3.41%
JOURNEY STRATEGIC WEALTH LLC	380.78K	Mar 31, 26	+18.15K	0.73%
INTEGRITY WEALTH ADVISORS, INC.	183.97K	Mar 31, 26	+47.59K	0.35%
SOL Capital Management CO	56.22K	Mar 31, 26	+56.22K	0.11%
Financial Gravity Asset Management, Inc.	22	Mar 31, 26	--	0.00%
COMERICA BANK	7.43K	Dec 31, 25	-8.46K	0.01%
Northwest Capital Management Inc	--	Dec 31, 25	-613	--
Guerra Advisors Inc	72	Sep 30, 25	+72	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-12.99K	--
Good Life Advisors, LLC	260.62K	Jun 30, 25	+35.89K	0.50%
AVANTAX ADVISORY SERVICES, INC.	96.90K	Jun 30, 25	+5.88K	0.18%
Elios Financial Group Inc.	23.21K	Jun 30, 25	+3.19K	0.04%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-6.39K	--
Marcum Wealth, LLC	57.12K	Mar 31, 25	+1.43K	0.11%
COOK WEALTH MANAGEMENT GROUP LLC	56.22K	Mar 31, 25	+2.08K	0.11%
Orion Portfolio Solutions, LLC	33.23K	Mar 31, 25	+7.07K	0.06%
Sandy Spring Bank	--	Mar 31, 25	-52	--
WR Wealth Planners, LLC	100	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	294.27K	Sep 30, 24	+103.61K	0.56%
RAYMOND JAMES & ASSOCIATES	108.29K	Sep 30, 24	+16.59K	0.21%
Diversified, LLC	--	Sep 30, 24	-5.23K	--
ICA Group Wealth Management, LLC	85	Jun 30, 24	-5.04K	0.00%
Cetera Advisor Networks LLC	54.69K	Mar 31, 24	+18.37K	0.10%
Cetera Advisors LLC	40.09K	Mar 31, 24	+30.26K	0.08%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	15.90K	Mar 31, 24	+1.82K	0.03%
Retirement Group, LLC	915	Mar 31, 24	+6	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	468.96K	Dec 31, 23	+468.96K	0.89%
DESTINY CAPITAL SECURITIES CORPORATION	92.78K	Sep 30, 23	+92.78K	0.18%
V Wealth Advisors LLC	--	Sep 30, 23	-19.77K	--
PFS INVESTMENTS INC.	523.03K	Jun 30, 23	+13.11K	1.00%
LEO BROKERAGE, LLC	9.61K	Jun 30, 23	+3.19K	0.02%
Quantitative Advantage, LLC	81.03K	Mar 31, 23	+34.69K	0.15%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	20.73K	Sep 30, 22	-203	0.04%
American Portfolios Advisors	1.08K	Sep 30, 22	+1.08K	0.00%
KARLINSKI ANDREW C	100	Sep 30, 22	--	0.00%
KerberRose Wealth Management, LLC	49.42K	Jun 30, 22	+49.42K	0.09%
CORBETT ROAD CAPITAL MANAGEMENT, LLC	23.18K	Jun 30, 22	-6.46K	0.04%
Pinnacle Private Wealth, LLC	8.50K	Jun 30, 22	+1.38K	0.02%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-6.33K	--
NEXT Financial Group, Inc	--	Dec 31, 21	-17.98K	--
Ameritas Investment Company, LLC	12.71K	Sep 30, 21	+12.71K	0.02%
TCG Advisors, LP	--	Sep 30, 20	-9.26K	--
Advisor Group, Inc.	222.05K	Dec 31, 19	+211.62K	0.42%
Jackson Financial Management	51.00K	Dec 31, 19	+51.00K	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.22K	Dec 31, 19	-95	0.01%
BB&T SECURITIES, LLC	27.44K	Sep 30, 19	+5.03K	0.05%

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Holder

Date

Change

% Held

LPL Financial LLC

5.43M

Jun 30, 26

+605.67K

10.36%

BANK OF AMERICA CORP /DE/

5.06M

Jun 30, 26

+1.25M

9.66%

ENVESTNET ASSET MANAGEMENT INC

3.69M

Jun 30, 26

+404.28K

7.04%

ADVISOR GROUP HOLDINGS, INC.

2.84M

Jun 30, 26

+179.36K

5.42%

Invesco Ltd.

1.89M

Jun 30, 26

-110.78K

3.61%

MORGAN STANLEY

1.70M

Jun 30, 26

+79.80K

3.25%

Private Advisor Group, LLC

1.42M

Jun 30, 26

+155.68K

2.71%

Bank of New York Mellon Corp

1.33M

Jun 30, 26

+1.68K

2.54%

Brio Consultants, LLC

1.25M

Jun 30, 26

+56.56K

2.39%

RTD Financial Advisors, Inc.

866.85K

Jun 30, 26

+27.75K

1.65%

JONES FINANCIAL COMPANIES LLLP

804.53K

Jun 30, 26

+322.48K

1.54%

HOWARD FINANCIAL SERVICES, LTD.

799.60K

Jun 30, 26

+31.08K

1.53%

Dynamic Advisor Solutions LLC

700.66K

Jun 30, 26

+84.15K

1.34%

RAYMOND JAMES FINANCIAL INC

698.59K

Jun 30, 26

+19.43K

1.33%

Commonwealth Financial Services, LLC

675.58K

Jun 30, 26

+675.58K

1.29%

Cetera Investment Advisers

645.86K

Jun 30, 26

+92.20K

1.23%

Northwest Financial Advisors

531.96K

Jun 30, 26

+454.50K

1.02%

Petix & Botte Co

510.12K

Jun 30, 26

+20.39K

0.97%

Brookstone Capital Management

508.29K

Jun 30, 26

-256

0.97%

American Capital Advisory, LLC

429.00K

Jun 30, 26

+36.95K

0.82%

HighTower Advisors, LLC

402.68K

Jun 30, 26

+88.35K

0.77%

MML INVESTORS SERVICES, LLC

373.36K

Jun 30, 26

+87.55K

0.71%

WELLS FARGO & COMPANY/MN

357.56K

Jun 30, 26

+13.78K

0.68%

KWB Wealth

352.17K

Jun 30, 26

+102.13K

0.67%

KMG FIDUCIARY PARTNERS, LLC

348.76K

Jun 30, 26

-30.10K

0.67%

Rooted Wealth Advisors, Inc.

323.26K

Jun 30, 26

+31.84K

0.62%

Pensionmark Financial Group, LLC

305.78K

Jun 30, 26

-382

0.58%

Stewardship Advisors, LLC

304.69K

Jun 30, 26

+128.68K

0.58%

Focus Financial Network, Inc.

294.26K

Jun 30, 26

+21.64K

0.56%

Vestmark Advisory Solutions, Inc.

282.74K

Jun 30, 26

-2.31K

0.54%

IFG Advisory, LLC

279.53K

Jun 30, 26

+277.86K

0.53%

Concurrent Investment Advisors, LLC

271.28K

Jun 30, 26

+99.94K

0.52%

VERUS CAPITAL PARTNERS, LLC

266.11K

Jun 30, 26

+6.13K

0.51%

Envestnet Portfolio Solutions, Inc.

252.25K

Jun 30, 26

+14.89K

0.48%

NewEdge Advisors, LLC

241.03K

Jun 30, 26

+6.08K

0.46%

Asset Allocation Strategies LLC

233.20K

Jun 30, 26

+80.02K

0.45%

EXCEL SECURITIES & ASSOCIATES, INC.

217.76K

Jun 30, 26

+85.29K

0.42%

BEACON FINANCIAL PLANNING, INC

192.08K

Jun 30, 26

-15.70K

0.37%

Richmond Investment Services, LLC

187.97K

Jun 30, 26

-171.51K

0.36%

Regal Investment Advisors LLC

181.60K

Jun 30, 26

+10.82K

0.35%

IHT Wealth Management, LLC

170.76K

Jun 30, 26

+27.64K

0.33%

Atlas Legacy Advisors, LLC

169.60K

Jun 30, 26

+5.28K

0.32%

BOS Asset Management, LLC

162.90K

Jun 30, 26

+8.22K

0.31%

AXXCESS WEALTH MANAGEMENT, LLC

161.24K

Jun 30, 26

+161.24K

0.31%

Curry Webb Wealth Management LLC

156.63K

Jun 30, 26

+22.18K

0.30%

Baird Financial Group, Inc.

146.95K

Jun 30, 26

+56.31K

0.28%

Integrated Wealth Concepts LLC

143.53K

Jun 30, 26

+30.91K

0.27%

Total Clarity Wealth Management, Inc.

141.26K

Jun 30, 26

+51.49K

0.27%

Tennessee Valley Asset Management Partners

136.32K

Jun 30, 26

+6.76K

0.26%

ROYAL BANK OF CANADA

135.71K

Jun 30, 26

-9.64K

0.26%

USAdvisors Wealth Management, LLC

134.33K

Jun 30, 26

+4.13K

0.26%

Daner Wealth Management, LLC

133.96K

Jun 30, 26

+1.97K

0.26%

Kestra Advisory Services, LLC

124.09K

Jun 30, 26

+60.13K

0.24%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

116.59K

Jun 30, 26

+10.40K

0.22%

CHANNEL WEALTH LLC

110.64K

Jun 30, 26

+470

0.21%

Gladstone Institutional Advisory LLC

105.32K

Jun 30, 26

+12.75K

0.20%

Insight Wealth Partners, LLC

104.38K

Jun 30, 26

-37.29K

0.20%

IFP Advisors, Inc

101.69K

Jun 30, 26

+17.10K

0.19%

AQR CAPITAL MANAGEMENT LLC

99.78K

Jun 30, 26

+4.44K

0.19%

Fjell Capital, LLC

99.69K

Jun 30, 26

+185

0.19%

Simplicity Wealth,LLC

89.89K

Jun 30, 26

+44.08K

0.17%

CAPTRUST FINANCIAL ADVISORS

84.99K

Jun 30, 26

-29.68K

0.16%

WILEY BROS.-AINTREE CAPITAL, LLC

82.02K

Jun 30, 26

+68.99K

0.16%

Mechanics Bank Trust Department

78.61K

Jun 30, 26

-2.23K

0.15%

CITADEL ADVISORS LLC

76.35K

Jun 30, 26

+76.35K

0.15%

Cambridge Investment Research Advisors, Inc.

66.14K

Jun 30, 26

+918

0.13%

GOLDMAN SACHS GROUP INC

59.07K

Jun 30, 26

+59.07K

0.11%

NATIXIS ADVISORS, L.P.

58.40K

Jun 30, 26

+36.46K

0.11%

J.W. COLE ADVISORS, INC.

56.16K

Jun 30, 26

+56.16K

0.11%

Tidemark, LLC

55.32K

Jun 30, 26

-3.63K

0.11%

Arkadios Wealth Advisors

54.90K

Jun 30, 26

+30.45K

0.10%

Kingsview Wealth Management, LLC

51.82K

Jun 30, 26

+51.82K

0.10%

PFG Advisors

50.04K

Jun 30, 26

-10.97K

0.10%

Cerity Partners LLC

48.53K

Jun 30, 26

-9.10K

0.09%

Diversify Advisory Services, LLC

47.92K

Jun 30, 26

+47.92K

0.09%

DIVERSIFY WEALTH MANAGEMENT, LLC

47.92K

Jun 30, 26

-3.60K

0.09%

Destiny Capital Corp/CO

45.64K

Jun 30, 26

-214

0.09%

First Command Advisory Services, Inc.

43.87K

Jun 30, 26

+43.87K

0.08%

FLAGSHIP HARBOR ADVISORS, LLC

41.66K

Jun 30, 26

+2.13K

0.08%

VestGen Advisors, LLC

41.60K

Jun 30, 26

-2.96K

0.08%

MPWM ADVISORY SOLUTIONS, LLC

40.55K

Jun 30, 26

+5.30K

0.08%

PARK AVENUE SECURITIES LLC

38.30K

Jun 30, 26

+2.42K

0.07%

Brinker Capital Investments, LLC

37.70K

Jun 30, 26

+9.79K

0.07%

PAX Financial Group, LLC

35.70K

Jun 30, 26

+4.43K

0.07%

Sequent Planning LLC

31.28K

Jun 30, 26

+795

0.06%

Treasure Coast Financial Planning

29.81K

Jun 30, 26

-2.38K

0.06%

JPMORGAN CHASE & CO

28.78K

Jun 30, 26

-41.31K

0.05%

Independent Advisor Alliance

28.70K

Jun 30, 26

-584.82K

0.05%

Retirement Planning Group

27.57K

Jun 30, 26

-3.96K

0.05%

MONEY CONCEPTS CAPITAL CORP

27.55K

Jun 30, 26

-1.03K

0.05%

SILVER OAK SECURITIES, INCORPORATED

27.28K

Jun 30, 26

-5.05K

0.05%

JANE STREET GROUP, LLC

26.83K

Jun 30, 26

-171.44K

0.05%

PACIFIC FINANCIAL GROUP INC

25.56K

Jun 30, 26

+25.56K

0.05%

Aspire Capital Advisors LLC

25.48K

Jun 30, 26

+6.09K

0.05%

Claro Advisors LLC

23.69K

Jun 30, 26

+23.69K

0.05%

Janney Montgomery Scott LLC

22.59K

Jun 30, 26

+1.72K

0.04%

LANDMARK WEALTH MANAGEMENT, INC.

22.35K

Jun 30, 26

-720

0.04%

Avid Wealth Partners LLC

22.20K

Jun 30, 26

-46.17K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21.72K

Jun 30, 26

+7.97K

0.04%

Lido Advisors, LLC

21.00K

Jun 30, 26

-1.99K

0.04%

TCG Advisory Services, LLC

20.32K

Jun 30, 26

-2.45K

0.04%

Signal Advisors Wealth, LLC

19.53K

Jun 30, 26

-65.71K

0.04%

Vista Cima Wealth Management LLC

17.79K

Jun 30, 26

+817

0.03%

PRINCIPAL SECURITIES, INC.

17.11K

Jun 30, 26

+2.73K

0.03%

Kuhn & Co Investment Counsel

16.43K

Jun 30, 26

+764

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

16.28K

Jun 30, 26

-4.32K

0.03%

HARBOUR INVESTMENTS, INC.

16.09K

Jun 30, 26

+1.76K

0.03%

Sanctuary Advisors, LLC

15.92K

Jun 30, 26

-7.02K

0.03%

Betterment LLC

14.85K

Jun 30, 26

+636

0.03%

Barnes Wealth Management Group, Inc

14.76K

Jun 30, 26

+1.48K

0.03%

ASSETMARK, INC

14.40K

Jun 30, 26

+361

0.03%

Resources Investment Advisors, LLC.

13.77K

Jun 30, 26

+5.34K

0.03%

Empirical Asset Management, LLC

13.71K

Jun 30, 26

+4.23K

0.03%

Equitable Holdings, Inc.

13.60K

Jun 30, 26

-52

0.03%

Clearstead Advisors, LLC

13.48K

Jun 30, 26

-18.88K

0.03%

Perigon Wealth Management, LLC

12.62K

Jun 30, 26

+79

0.02%

Sowell Financial Services LLC

12.41K

Jun 30, 26

-69

0.02%

RFG Advisory, LLC

12.16K

Jun 30, 26

-1.38K

0.02%

TD PRIVATE CLIENT WEALTH LLC

11.49K

Jun 30, 26

+7.68K

0.02%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

11.49K

Jun 30, 26

+18

0.02%

Alteri Wealth LLC

11.26K

Jun 30, 26

+1.71K

0.02%

Evolution Wealth Advisors, LLC

10.81K

Jun 30, 26

-2.57K

0.02%

Krilogy Financial LLC

10.75K

Jun 30, 26

+390

0.02%

Community Bank & Trust, Waco, Texas

10.37K

Jun 30, 26

+799

0.02%

DRIVE WEALTH MANAGEMENT, LLC

10.30K

Jun 30, 26

0.02%

Global Retirement Partners, LLC

10.26K

Jun 30, 26

+10.26K

0.02%

Tailwinds Wealth, LLC

10.20K

Jun 30, 26

+10.20K

0.02%

MGO ONE SEVEN LLC

10.19K

Jun 30, 26

+1.68K

0.02%

Western Wealth Management, LLC

10.02K

Jun 30, 26

-2.89K

0.02%

Snowden Capital Advisors LLC

9.67K

Jun 30, 26

-2.91K

0.02%

Founders Financial Alliance, LLC

9.51K

Jun 30, 26

+424

0.02%

Schneider Downs Wealth Management Advisors, LP

9.38K

Jun 30, 26

0.02%

Medallion Wealth Advisors, LLC

9.26K

Jun 30, 26

-229

0.02%

Bogart Wealth, LLC

9.14K

Jun 30, 26

-576

0.02%

Asset One Wealth Management LLC

8.91K

Jun 30, 26

-407

0.02%

Spire Wealth Management

8.77K

Jun 30, 26

+455

0.02%

Meridian Financial, LLC

8.58K

Jun 30, 26

+2.04K

0.02%

MSH Capital Advisors LLC

8.12K

Jun 30, 26

-3.47K

0.02%

Appalachian Capital Management Ltd

8.06K

Jun 30, 26

+77

0.02%

Ausdal Financial Partners, Inc.

7.60K

Jun 30, 26

+21

0.01%

GeoWealth Management, LLC

7.53K

Jun 30, 26

+1.93K

0.01%

Gaddis Premier Wealth Advisors LLC

7.46K

Jun 30, 26

-10.08K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

7.33K

Jun 30, 26

+7.33K

0.01%

Financial Engines Advisors L.L.C.

6.78K

Jun 30, 26

+192

0.01%

Merit Financial Group, LLC

6.72K

Jun 30, 26

-159

0.01%

TRUIST FINANCIAL CORP

6.65K

Jun 30, 26

-727

0.01%

Capital Analysts, LLC

6.64K

Jun 30, 26

+3.20K

0.01%

Wealth Watch Advisors, INC

6.48K

Jun 30, 26

-859

0.01%

BIP Wealth, LLC

6.40K

Jun 30, 26

0.01%

Buckingham Strategic Partners

6.38K

Jun 30, 26

+6.38K

0.01%

COGENT STRATEGIC WEALTH LLC

6.32K

Jun 30, 26

+443

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

6.13K

Jun 30, 26

-2.35K

0.01%

Advisory Services Network, LLC

6.10K

Jun 30, 26

-101

0.01%

Summit Wealth Group, LLC

6.02K

Jun 30, 26

0.01%

STIFEL FINANCIAL CORP

5.65K

Jun 30, 26

+28

0.01%

CreativeOne Wealth, LLC

5.64K

Jun 30, 26

-2.61K

0.01%

FIFTH THIRD BANCORP

5.31K

Jun 30, 26

-1.32K

0.01%

NorthLanding Financial Partners, LLC

5.21K

Jun 30, 26

+55

0.01%

Gateway Wealth Partners, LLC

5.18K

Jun 30, 26

-7.55K

0.01%

ADG Wealth Management Group, LLC

4.77K

Jun 30, 26

-1.67K

0.01%

Capasso Planning Partners LLC

4.54K

Jun 30, 26

+4.54K

0.01%

Axim Planning & Wealth

4.46K

Jun 30, 26

-350

0.01%

Gilliland Jeter Wealth Management LLC

4.43K

Jun 30, 26

+4.43K

0.01%

Proactive Wealth Strategies LLC

4.39K

Jun 30, 26

+48

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

4.35K

Jun 30, 26

0.01%

BUFFALO BUSINESS & ESTATE SERVICES LTD

4.32K

Jun 30, 26

+4.32K

0.01%

Signature Equity Partners, LLC

3.77K

Jun 30, 26

+83

0.01%

Aptus Capital Advisors, LLC

3.69K

Jun 30, 26

+3.69K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.89K

Jun 30, 26

+2.89K

0.01%

KERR FINANCIAL PLANNING Corp

2.37K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.99K

Jun 30, 26

-200

0.00%

PRIVATE TRUST CO NA

1.70K

Jun 30, 26

-8.24K

0.00%

CULLEN/FROST BANKERS, INC.

1.69K

Jun 30, 26

+1.33K

0.00%

FMR LLC

1.62K

Jun 30, 26

+97

0.00%

IAG Wealth Partners, LLC

1.58K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.50K

Jun 30, 26

+1.50K

0.00%

Pinnacle Bancorp, Inc.

1.11K

Jun 30, 26

0.00%

LGT Financial Advisors LLC

823

Jun 30, 26

0.00%

AE Wealth Management LLC

572

Jun 30, 26

-133

0.00%

AMERIFLEX GROUP, INC.

562

Jun 30, 26

+291

0.00%

TD Waterhouse Canada Inc.

543

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

501

Jun 30, 26

0.00%

Key FInancial Inc

468

Jun 30, 26

-23

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

430

Jun 30, 26

0.00%

Concord Wealth Partners

373

Jun 30, 26

+373

0.00%

CDKV HOLDINGS LLC

344

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

286

Jun 30, 26

+286

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

137

Jun 30, 26

+137

0.00%

US BANCORP \DE\

133

Jun 30, 26

+133

0.00%

Walsh & Associates, LLC

131

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

118

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

105

Jun 30, 26

-21

0.00%

Allworth Financial LP

Jun 30, 26

-1.92K

0.00%

Prestige Wealth Management Group LLC

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

Jun 30, 26

-5.94K

Vise Technologies, Inc.

Jun 30, 26

-6.53K

Your Advocates Ltd., LLP

Jun 30, 26

-614

Atria Investments, Inc

Jun 30, 26

-9.11K

Y.D. More Investments Ltd

Jun 30, 26

-1.50K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-7.90K

UBS Group AG

Jun 30, 26

-105

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-44.66K

FLOW TRADERS U.S. LLC

Jun 30, 26

-10.47K

Goodman Advisory Group, LLC

Jun 30, 26

-2.87K

Colonial River Wealth Management, LLC

Jun 30, 26

-77.83K

CWM, LLC

1.79M

Mar 31, 26

-274.30K

3.41%

JOURNEY STRATEGIC WEALTH LLC

380.78K

Mar 31, 26

+18.15K

0.73%

INTEGRITY WEALTH ADVISORS, INC.

183.97K

Mar 31, 26

+47.59K

0.35%

SOL Capital Management CO

56.22K

Mar 31, 26

+56.22K

0.11%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

COMERICA BANK

7.43K

Dec 31, 25

-8.46K

0.01%

Northwest Capital Management Inc

Dec 31, 25

-613

Guerra Advisors Inc

Sep 30, 25

+72

0.00%

Financial Advocates Investment Management

Sep 30, 25

-12.99K

Good Life Advisors, LLC

260.62K

Jun 30, 25

+35.89K

0.50%

AVANTAX ADVISORY SERVICES, INC.

96.90K

Jun 30, 25

+5.88K

0.18%

Elios Financial Group Inc.

23.21K

Jun 30, 25

+3.19K

0.04%

Atria Wealth Solutions, Inc.

Jun 30, 25

-6.39K

Marcum Wealth, LLC

57.12K

Mar 31, 25

+1.43K

0.11%

COOK WEALTH MANAGEMENT GROUP LLC

56.22K

Mar 31, 25

+2.08K

0.11%

Orion Portfolio Solutions, LLC

33.23K

Mar 31, 25

+7.07K

0.06%

Sandy Spring Bank

Mar 31, 25

-52

WR Wealth Planners, LLC

100

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

294.27K

Sep 30, 24

+103.61K

0.56%

RAYMOND JAMES & ASSOCIATES

108.29K

Sep 30, 24

+16.59K

0.21%

Diversified, LLC

Sep 30, 24

-5.23K

ICA Group Wealth Management, LLC

Jun 30, 24

-5.04K

0.00%

Cetera Advisor Networks LLC

54.69K

Mar 31, 24

+18.37K

0.10%

Cetera Advisors LLC

40.09K

Mar 31, 24

+30.26K

0.08%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

15.90K

Mar 31, 24

+1.82K

0.03%

Retirement Group, LLC

915

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

468.96K

Dec 31, 23

+468.96K

0.89%

DESTINY CAPITAL SECURITIES CORPORATION

92.78K

Sep 30, 23

+92.78K

0.18%

V Wealth Advisors LLC

Sep 30, 23

-19.77K

PFS INVESTMENTS INC.

523.03K

Jun 30, 23

+13.11K

1.00%

LEO BROKERAGE, LLC

9.61K

Jun 30, 23

+3.19K

0.02%

Quantitative Advantage, LLC

81.03K

Mar 31, 23

+34.69K

0.15%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

20.73K

Sep 30, 22

-203

0.04%

American Portfolios Advisors

1.08K

Sep 30, 22

+1.08K

0.00%

KARLINSKI ANDREW C

100

Sep 30, 22

0.00%

KerberRose Wealth Management, LLC

49.42K

Jun 30, 22

+49.42K

0.09%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

23.18K

Jun 30, 22

-6.46K

0.04%

Pinnacle Private Wealth, LLC

8.50K

Jun 30, 22

+1.38K

0.02%

VIRIDIAN RIA, LLC

Mar 31, 22

-6.33K

NEXT Financial Group, Inc

Dec 31, 21

-17.98K

Ameritas Investment Company, LLC

12.71K

Sep 30, 21

+12.71K

0.02%

TCG Advisors, LP

Sep 30, 20

-9.26K

Advisor Group, Inc.

222.05K

Dec 31, 19

+211.62K

0.42%

Jackson Financial Management

51.00K

Dec 31, 19

+51.00K

0.10%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.22K

Dec 31, 19

-95

0.01%

BB&T SECURITIES, LLC

27.44K

Sep 30, 19

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