State Street SPDR S&P International Small Cap ETF(GWX)

$46.58—Stale · unknown old

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State Street SPDR S&P International Small Cap ETF(GWX)

NYSE • Last print unknown ago

$46.58—Stale · unknown old

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GWX(GWX)

GWX

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Institutional Ownership

Top 374 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.35M	Jun 30, 26	+89.13K	6.74%
ENVESTNET ASSET MANAGEMENT INC	930.70K	Jun 30, 26	+65.29K	4.64%
Savant Capital, LLC	656.35K	Jun 30, 26	+325.93K	3.27%
Envestnet Portfolio Solutions, Inc.	633.09K	Jun 30, 26	+42.71K	3.16%
ADVISOR GROUP HOLDINGS, INC.	622.40K	Jun 30, 26	+125.88K	3.10%
Cetera Investment Advisers	581.32K	Jun 30, 26	+30.93K	2.90%
BANK OF AMERICA CORP /DE/	550.65K	Jun 30, 26	-29.05K	2.74%
BRYN MAWR TRUST Co	503.36K	Jun 30, 26	-40.62K	2.51%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	455.69K	Jun 30, 26	+36.33K	2.27%
ASSETMARK, INC	442.81K	Jun 30, 26	-7.94K	2.21%
Cerity Partners LLC	338.83K	Jun 30, 26	+474	1.69%
WELLS FARGO & COMPANY/MN	330.64K	Jun 30, 26	-3.84K	1.65%
MORGAN STANLEY	266.31K	Jun 30, 26	-46	1.33%
Creative Planning	259.01K	Jun 30, 26	-15.34K	1.29%
COMMERCE BANK	238.20K	Jun 30, 26	+19.63K	1.19%
PARK AVENUE SECURITIES LLC	235.61K	Jun 30, 26	-2.02K	1.17%
N.E.W. Advisory Services LLC	223.62K	Jun 30, 26	-4.88K	1.11%
FMR LLC	175.44K	Jun 30, 26	+11.80K	0.87%
JANE STREET GROUP, LLC	163.86K	Jun 30, 26	+163.86K	0.82%
Cambridge Investment Research Advisors, Inc.	155.34K	Jun 30, 26	+33.23K	0.77%
UBS Group AG	137.29K	Jun 30, 26	+3.18K	0.68%
RTD Financial Advisors, Inc.	124.89K	Jun 30, 26	-741	0.62%
EP Wealth Advisors, LLC	121.78K	Jun 30, 26	+121.78K	0.61%
MAI Capital Management	119.44K	Jun 30, 26	+9.45K	0.60%
Equitable Holdings, Inc.	111.61K	Jun 30, 26	-686	0.56%
BIP Wealth, LLC	107.41K	Jun 30, 26	+7.76K	0.54%
Eagle Bluffs Wealth Management LLC	106.87K	Jun 30, 26	+1.21K	0.53%
Modera Wealth Management, LLC	106.84K	Jun 30, 26	-389	0.53%
CarsonAllaria Wealth Management, Ltd.	104.26K	Jun 30, 26	-536	0.52%
TOBIAS FINANCIAL ADVISORS, INC.	89.50K	Jun 30, 26	-1.17K	0.45%
McAdam, LLC	81.91K	Jun 30, 26	-5.21K	0.41%
NewEdge Advisors, LLC	79.91K	Jun 30, 26	+11.23K	0.40%
LANDMARK WEALTH MANAGEMENT, INC.	78.58K	Jun 30, 26	+5.84K	0.39%
Pure Financial Advisors, LLC	77.03K	Jun 30, 26	-2.11K	0.38%
MISSION WEALTH MANAGEMENT, LP	73.74K	Jun 30, 26	+600	0.37%
CULLEN/FROST BANKERS, INC.	73.23K	Jun 30, 26	-1.59K	0.36%
Signal Advisors Wealth, LLC	70.15K	Jun 30, 26	+10.85K	0.35%
MERCER GLOBAL ADVISORS INC /ADV	70.11K	Jun 30, 26	-58.77K	0.35%
Aspire Private Capital, LLC	66.58K	Jun 30, 26	-53	0.33%
HARBOUR INVESTMENTS, INC.	64.11K	Jun 30, 26	+5.90K	0.32%
COMMONWEALTH EQUITY SERVICES, LLC	63.75K	Jun 30, 26	-10.89K	0.32%
Arete Wealth Advisors, LLC	61.68K	Jun 30, 26	-680	0.31%
Capital Investment Management, Inc.	61.02K	Jun 30, 26	+879	0.30%
MML INVESTORS SERVICES, LLC	55.60K	Jun 30, 26	+16.45K	0.28%
Ballentine Partners, LLC	55.53K	Jun 30, 26	--	0.28%
Total Clarity Wealth Management, Inc.	53.00K	Jun 30, 26	+3.28K	0.26%
WELLINGTON MANAGEMENT GROUP LLP	51.14K	Jun 30, 26	-56.55K	0.25%
PNC FINANCIAL SERVICES GROUP, INC.	49.86K	Jun 30, 26	+18	0.25%
Simplicity Wealth,LLC	49.63K	Jun 30, 26	+4.37K	0.25%
Concurrent Investment Advisors, LLC	48.05K	Jun 30, 26	+6.07K	0.24%
Pathstone Holdings, LLC	47.11K	Jun 30, 26	+47.11K	0.23%
HighTower Advisors, LLC	46.72K	Jun 30, 26	+2.53K	0.23%
RAYMOND JAMES FINANCIAL INC	46.41K	Jun 30, 26	+6.83K	0.23%
Portside Wealth Group, LLC	46.27K	Jun 30, 26	+10.50K	0.23%
LMCG INVESTMENTS, LLC	45.20K	Jun 30, 26	--	0.23%
AE Wealth Management LLC	44.48K	Jun 30, 26	+4.16K	0.22%
JONES FINANCIAL COMPANIES LLLP	42.95K	Jun 30, 26	+4.28K	0.21%
PRINCIPAL SECURITIES, INC.	42.68K	Jun 30, 26	+22.96K	0.21%
Accredited Investors Inc.	42.16K	Jun 30, 26	-315	0.21%
Valmark Advisers, Inc.	42.05K	Jun 30, 26	-5	0.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	40.38K	Jun 30, 26	+25.06K	0.20%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	40.23K	Jun 30, 26	+222	0.20%
Raleigh Capital Management Inc.	36.36K	Jun 30, 26	+1.24K	0.18%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	35.33K	Jun 30, 26	+2.84K	0.18%
Upper Left Wealth Management, LLC	35.23K	Jun 30, 26	+5.13K	0.18%
RFG Advisory, LLC	34.59K	Jun 30, 26	+36	0.17%
SMITH, MOORE & CO.	32.64K	Jun 30, 26	--	0.16%
Belpointe Asset Management LLC	32.48K	Jun 30, 26	+94	0.16%
Brinker Capital Investments, LLC	32.48K	Jun 30, 26	+3.20K	0.16%
CARY STREET PARTNERS FINANCIAL LLC	32.24K	Jun 30, 26	--	0.16%
Roan Capital Partners	30.89K	Jun 30, 26	+14.81K	0.15%
IHT Wealth Management, LLC	30.71K	Jun 30, 26	-14.17K	0.15%
Bryn Mawr Capital Management, LLC	28.66K	Jun 30, 26	-1.54K	0.14%
Wealthcare Advisory Partners LLC	28.55K	Jun 30, 26	+704	0.14%
Probity Advisors, Inc.	27.97K	Jun 30, 26	-215	0.14%
Cresset Asset Management, LLC	27.18K	Jun 30, 26	+75	0.14%
MATHER GROUP, LLC.	27.16K	Jun 30, 26	-2.79K	0.14%
Spire Wealth Management	26.99K	Jun 30, 26	+63	0.13%
Independent Advisor Alliance	26.15K	Jun 30, 26	+388	0.13%
NORTHERN TRUST CORP	25.75K	Jun 30, 26	-45.54K	0.13%
ALESCO ADVISORS LLC	25.64K	Jun 30, 26	-799	0.13%
Sanctuary Advisors, LLC	24.11K	Jun 30, 26	-4.44K	0.12%
CULBERTSON A N & CO INC	24.10K	Jun 30, 26	--	0.12%
Cassaday & Co Wealth Management LLC	23.17K	Jun 30, 26	--	0.12%
VisionPoint Advisory Group, LLC	22.59K	Jun 30, 26	+564	0.11%
Legacy Wealth Partners, LLC	21.65K	Jun 30, 26	+1.72K	0.11%
BLAIR WILLIAM & CO/IL	21.03K	Jun 30, 26	--	0.10%
CreativeOne Wealth, LLC	20.90K	Jun 30, 26	-16.12K	0.10%
Global Financial Private Client, LLC	20.07K	Jun 30, 26	+1.50K	0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.	19.78K	Jun 30, 26	-418	0.10%
Walkner Condon Financial Advisors LLC	18.92K	Jun 30, 26	-1.93K	0.09%
Wealthspire Advisors, LLC	18.13K	Jun 30, 26	+1.25K	0.09%
RICHARDSON FINANCIAL SERVICES INC.	17.52K	Jun 30, 26	+81	0.09%
Werba Rubin Papier Wealth Management	17.45K	Jun 30, 26	+210	0.09%
BANK OF MONTREAL /CAN/	17.38K	Jun 30, 26	--	0.09%
Sentinus, LLC	16.92K	Jun 30, 26	+48	0.08%
CAMELOT TECHNOLOGY ADVISORS, INC.	16.84K	Jun 30, 26	-2.61K	0.08%
Brand Asset Management Group, Inc.	16.64K	Jun 30, 26	--	0.08%
NOVUS ADVISORS, LLC	16.49K	Jun 30, 26	-106	0.08%
Advisor OS, LLC	16.26K	Jun 30, 26	+16.26K	0.08%
Colony Group, LLC	16.26K	Jun 30, 26	-227	0.08%
National Philanthropic Trust	15.73K	Jun 30, 26	+15.73K	0.08%
Private Advisor Group, LLC	15.05K	Jun 30, 26	-7.14K	0.07%
Geneos Wealth Management Inc.	14.70K	Jun 30, 26	+13.44K	0.07%
GeoWealth Management, LLC	14.60K	Jun 30, 26	+201	0.07%
Kestra Advisory Services, LLC	14.21K	Jun 30, 26	-3.82K	0.07%
VESTIA PERSONAL WEALTH ADVISORS	14.06K	Jun 30, 26	+146	0.07%
Trilogy Capital Inc.	14.04K	Jun 30, 26	-890	0.07%
BlueChip Wealth Advisors LLC	13.85K	Jun 30, 26	+13.85K	0.07%
Mariner, LLC	13.40K	Jun 30, 26	-9	0.07%
LOCKERMAN FINANCIAL GROUP, INC.	13.35K	Jun 30, 26	+1.09K	0.07%
Betterment LLC	13.23K	Jun 30, 26	+2.28K	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	12.92K	Jun 30, 26	-800	0.06%
International Private Wealth Advisors LLC	12.89K	Jun 30, 26	+270	0.06%
ROYAL BANK OF CANADA	12.83K	Jun 30, 26	+6.41K	0.06%
TOWNSQUARE CAPITAL LLC	11.94K	Jun 30, 26	+11.94K	0.06%
CI Private Wealth, LLC	11.83K	Jun 30, 26	+6.68K	0.06%
Seaside Wealth Management, Inc.	11.78K	Jun 30, 26	+141	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.36K	Jun 30, 26	-26.39K	0.06%
Apollon Wealth Management, LLC	11.32K	Jun 30, 26	-943	0.06%
Ascent Group, LLC	11.20K	Jun 30, 26	-557	0.06%
AXXCESS WEALTH MANAGEMENT, LLC	10.88K	Jun 30, 26	+10.88K	0.05%
Larson Financial Group LLC	10.87K	Jun 30, 26	-589	0.05%
Maridea Wealth Management LLC	10.71K	Jun 30, 26	+215	0.05%
Petersen Hastings Wealth Advisors Inc.	10.61K	Jun 30, 26	-403	0.05%
Key FInancial Inc	10.59K	Jun 30, 26	--	0.05%
Hibernia Wealth Partners, LLC	10.36K	Jun 30, 26	-3.53K	0.05%
Urban Financial Advisory Corp	10.36K	Jun 30, 26	-1.22K	0.05%
Pitcairn Wealth Advisors LLC	10.24K	Jun 30, 26	--	0.05%
Global Retirement Partners, LLC	10.09K	Jun 30, 26	+10.09K	0.05%
Founders Financial Alliance, LLC	9.89K	Jun 30, 26	+9.89K	0.05%
NORDEN GROUP LLC	9.75K	Jun 30, 26	+1.07K	0.05%
Outlook Wealth Advisors, LLC	9.47K	Jun 30, 26	-26	0.05%
Landmark Wealth Management, LLC	9.41K	Jun 30, 26	-134	0.05%
Atria Investments, Inc	9.37K	Jun 30, 26	+993	0.05%
Asset Dedication, LLC	9.30K	Jun 30, 26	--	0.05%
WealthPoint Financial, LLC	8.99K	Jun 30, 26	+824	0.04%
Boston Standard Wealth Management, LLC	8.96K	Jun 30, 26	+11	0.04%
Sigma Planning Corp	8.93K	Jun 30, 26	-795	0.04%
Quent Capital, LLC	8.88K	Jun 30, 26	-10	0.04%
TIAA TRUST, NATIONAL ASSOCIATION	8.76K	Jun 30, 26	-1.38K	0.04%
GOLDMAN SACHS GROUP INC	8.60K	Jun 30, 26	+8.60K	0.04%
Allegheny Financial Group LTD	8.52K	Jun 30, 26	-563	0.04%
Integrated Wealth Concepts LLC	8.52K	Jun 30, 26	+8.52K	0.04%
TCI Wealth Advisors, Inc.	8.32K	Jun 30, 26	--	0.04%
Lifeworks Advisors, LLC	8.29K	Jun 30, 26	-163	0.04%
Worth Financial Advisory Group, LLC	8.26K	Jun 30, 26	+8.26K	0.04%
Valtinson Bruner Financial Planning LLC	8.18K	Jun 30, 26	-92	0.04%
October Effect Ltd	7.68K	Jun 30, 26	+1.11K	0.04%
Sanchez Gaunt Capital Management, LLC	7.62K	Jun 30, 26	+111	0.04%
Sequoia Financial Advisors, LLC	7.53K	Jun 30, 26	-147	0.04%
PCB Capital LLC	7.52K	Jun 30, 26	+1.24K	0.04%
Aegis Wealth Management, Inc.	7.29K	Jun 30, 26	+7.29K	0.04%
Capital Analysts, LLC	7.19K	Jun 30, 26	--	0.04%
Accurate Wealth Management, LLC	7.18K	Jun 30, 26	+9	0.04%
One Capital Management, LLC	7.15K	Jun 30, 26	--	0.04%
ECLECTIC ASSOCIATES INC /ADV	7.15K	Jun 30, 26	-653	0.04%
CFS Investment Advisory Services, LLC	6.96K	Jun 30, 26	+6.96K	0.03%
SMART Wealth LLC	6.60K	Jun 30, 26	+6.60K	0.03%
Sowell Financial Services LLC	6.54K	Jun 30, 26	+615	0.03%
Pensionmark Financial Group, LLC	6.50K	Jun 30, 26	-438	0.03%
Austin Wealth Management, LLC	6.48K	Jun 30, 26	+58	0.03%
Advance Capital Management, Inc.	6.47K	Jun 30, 26	-699	0.03%
LexAurum Advisors, LLC	6.38K	Jun 30, 26	--	0.03%
JMG Financial Group, Ltd.	6.33K	Jun 30, 26	--	0.03%
Diversify Advisory Services, LLC	6.32K	Jun 30, 26	+6.32K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	6.32K	Jun 30, 26	+1.30K	0.03%
ASPIRIANT, LLC	6.29K	Jun 30, 26	--	0.03%
USAdvisors Wealth Management, LLC	6.21K	Jun 30, 26	-35	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.15K	Jun 30, 26	+4.83K	0.03%
Merit Financial Group, LLC	6.04K	Jun 30, 26	-47	0.03%
Advisory Services Network, LLC	6.03K	Jun 30, 26	-633	0.03%
Mason Investment Advisory Services, Inc.	5.99K	Jun 30, 26	-228	0.03%
Omega Financial Group, LLC	5.75K	Jun 30, 26	-549	0.03%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5.74K	Jun 30, 26	+68	0.03%
Wallace Advisory Group, LLC	5.71K	Jun 30, 26	--	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5.48K	Jun 30, 26	+5.48K	0.03%
Apeiron RIA LLC	5.28K	Jun 30, 26	-9	0.03%
WORLD EQUITY GROUP, INC.	5.28K	Jun 30, 26	+5.28K	0.03%
Keel Point, LLC	5.21K	Jun 30, 26	+1	0.03%
Apella Capital, LLC	5.09K	Jun 30, 26	-1.24K	0.03%
Eqis Capital Management, Inc.	5.08K	Jun 30, 26	+5.08K	0.03%
Berkeley, Inc	4.91K	Jun 30, 26	--	0.02%
Institute for Wealth Management, LLC.	4.86K	Jun 30, 26	-543	0.02%
Strategic Wealth Advisors LLC	4.78K	Jun 30, 26	+386	0.02%
ABSOLUTE CAPITAL MANAGEMENT, LLC	4.71K	Jun 30, 26	+4.71K	0.02%
Gateway Wealth Partners, LLC	4.63K	Jun 30, 26	-2.36K	0.02%
Spectrum Planning & Advisory Services Inc.	4.58K	Jun 30, 26	+4.58K	0.02%
Parallel Advisors, LLC	4.39K	Jun 30, 26	+67	0.02%
CITIGROUP INC	4.08K	Jun 30, 26	-529	0.02%
Pinnacle Wealth Planning Services, Inc.	3.94K	Jun 30, 26	-191	0.02%
Smartleaf Asset Management LLC	3.88K	Jun 30, 26	--	0.02%
Capital Advisors, Ltd. LLC	3.83K	Jun 30, 26	--	0.02%
Aptus Capital Advisors, LLC	3.43K	Jun 30, 26	+2.93K	0.02%
Continuum Advisory, LLC	3.27K	Jun 30, 26	+3.27K	0.02%
Triumph Capital Management	2.94K	Jun 30, 26	-50	0.01%
FIFTH THIRD BANCORP	2.88K	Jun 30, 26	-9	0.01%
JPMORGAN CHASE & CO	2.84K	Jun 30, 26	+580	0.01%
Crewe Advisors LLC	2.83K	Jun 30, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.80K	Jun 30, 26	+254	0.01%
Richard W. Paul & Associates, LLC	2.71K	Jun 30, 26	+17	0.01%
Financial Network Wealth Advisors LLC	2.70K	Jun 30, 26	+226	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	2.65K	Jun 30, 26	-99	0.01%
TIAA Wealth Investment Management LLC	2.46K	Jun 30, 26	-243	0.01%
JFS WEALTH ADVISORS, LLC	2.45K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	2.42K	Jun 30, 26	+967	0.01%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	2.38K	Jun 30, 26	--	0.01%
Moisand Fitzgerald Tamayo, LLC	2.38K	Jun 30, 26	-190	0.01%
Farther Finance Advisors, LLC	2.19K	Jun 30, 26	+36	0.01%
HOLLENCREST CAPITAL MANAGEMENT	2.13K	Jun 30, 26	--	0.01%
Rialto Wealth Management, LLC	2.04K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	2.02K	Jun 30, 26	+2.02K	0.01%
IFP Advisors, Inc	1.86K	Jun 30, 26	+1.83K	0.01%
CoreCap Advisors, LLC	1.63K	Jun 30, 26	+3	0.01%
Allworth Financial LP	1.62K	Jun 30, 26	-29	0.01%
Highland Investment Advisors LLC	1.60K	Jun 30, 26	+1.60K	0.01%
AdvisorNet Financial, Inc	1.30K	Jun 30, 26	-143	0.01%
CARDIFF PARK ADVISORS, LLC	1.20K	Jun 30, 26	+1.16K	0.01%
Sage Mountain Advisors LLC	1.20K	Jun 30, 26	--	0.01%
GFS Advisors, LLC	1.15K	Jun 30, 26	-6.15K	0.01%
GAMMA Investing LLC	1.03K	Jun 30, 26	--	0.01%
Ameritas Advisory Services, LLC	897	Jun 30, 26	+897	0.00%
Ancora Advisors, LLC	886	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	796	Jun 30, 26	--	0.00%
VIMA LLC	745	Jun 30, 26	+745	0.00%
Copia Wealth Management	696	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	635	Jun 30, 26	+635	0.00%
Quest 10 Wealth Builders, Inc.	593	Jun 30, 26	+156	0.00%
Strategic Wealth Partners, Ltd.	473	Jun 30, 26	-10	0.00%
Key Capital Management, INC	446	Jun 30, 26	+149	0.00%
BlackRock, Inc.	410	Jun 30, 26	+206	0.00%
TOWER TRUST & INVESTMENT Co	370	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	360	Jun 30, 26	--	0.00%
Covestor Ltd	346	Jun 30, 26	-44	0.00%
Russell Investments Group, Ltd.	292	Jun 30, 26	+76	0.00%
Stone House Investment Management, LLC	263	Jun 30, 26	+4	0.00%
MARYLAND CAPITAL ADVISORS INC.	253	Jun 30, 26	+253	0.00%
Allspring Global Investments Holdings, LLC	250	Jun 30, 26	+250	0.00%
CHILTON CAPITAL MANAGEMENT LLC	243	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	237	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	190	Jun 30, 26	+190	0.00%
Kingdom Financial Group LLC.	167	Jun 30, 26	+5	0.00%
Lloyd Advisory Services, LLC.	166	Jun 30, 26	+4	0.00%
PRIVATE TRUST CO NA	161	Jun 30, 26	-35	0.00%
Archer Investment Corp	140	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	133	Jun 30, 26	-67	0.00%
Ashton Thomas Private Wealth, LLC	129	Jun 30, 26	--	0.00%
REAP Financial Group, LLC	123	Jun 30, 26	-13	0.00%
Breakwater Investment Management	122	Jun 30, 26	--	0.00%
Frazier Financial Advisors, LLC	119	Jun 30, 26	+1	0.00%
NBC SECURITIES, INC.	117	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	107	Jun 30, 26	+1	0.00%
SRS Capital Advisors, Inc.	103	Jun 30, 26	--	0.00%
Hickory Point Bank & Trust	100	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	88	Jun 30, 26	+88	0.00%
Addison Advisors LLC	81	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	66	Jun 30, 26	+66	0.00%
Steward Partners Investment Advisory, LLC	61	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	51	Jun 30, 26	--	0.00%
Rossby Financial, LCC	44	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	42	Jun 30, 26	--	0.00%
Meramec Financial Planners, LLC	23	Jun 30, 26	+23	0.00%
Networth Advisors, LLC	12	Jun 30, 26	+3	0.00%
Caitlin John, LLC	10	Jun 30, 26	-32	0.00%
Murphy & Mullick Capital Management Corp	4	Jun 30, 26	--	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-649	--
Discipline Wealth Solutions, LLC	--	Jun 30, 26	-7.91K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-94	--
Operose Advisors LLC	--	Jun 30, 26	-354	--
Midwest Financial Network, LLC	--	Jun 30, 26	-10.22K	--
Balboa Wealth Partners	--	Jun 30, 26	-6.04K	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-566	--
Golden State Equity Partners	--	Jun 30, 26	-1.61K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.18K	--
CX Institutional	--	Jun 30, 26	-180.32K	--
Checchi Capital Advisers, LLC	--	Jun 30, 26	-5.24K	--
NICOLET BANKSHARES INC	--	Jun 30, 26	-4.85K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-8.81K	--
Strategic Investment Advisors / MI	--	Jun 30, 26	-2.54K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-6.32K	--
Signature Equity Partners, LLC	--	Jun 30, 26	-766	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-126	--
IAMS WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-6.53K	--
Mill Creek Capital Advisors, LLC	47.11K	Mar 31, 26	--	0.23%
Gibbs Wealth Management	38.25K	Mar 31, 26	+38.25K	0.19%
CWM, LLC	3.43K	Mar 31, 26	+459	0.02%
BROWN, LISLE/CUMMINGS, INC.	388	Mar 31, 26	+388	0.00%
Austin Private Wealth, LLC	159.52K	Dec 31, 25	+4.56K	0.79%
Quent Long Short Global Small Cap Fund, LP	9.41K	Dec 31, 25	+9.41K	0.05%
NICOLET ADVISORY SERVICES, LLC	4.91K	Dec 31, 25	+4.91K	0.02%
COMERICA BANK	2.90K	Dec 31, 25	+2	0.01%
Motiv8 Investments LLC	18	Dec 31, 25	+18	0.00%
REDMONT WEALTH ADVISORS LLC	15	Dec 31, 25	--	0.00%
PITCAIRN CO	10.22K	Sep 30, 25	-19	0.05%
AllSquare Wealth Management LLC	465	Sep 30, 25	--	0.00%
Congress Wealth Management LLC / DE /	21.77K	Jun 30, 25	+133	0.11%
Atria Wealth Solutions, Inc.	6.06K	Jun 30, 25	-625	0.03%
PrairieView Partners, LLC	914	Jun 30, 25	--	0.00%
Legacy Investment Solutions, LLC	126	Jun 30, 25	+126	0.00%
Corrigan Financial, Inc.	296.83K	Mar 31, 25	-1.80K	1.48%
Orion Portfolio Solutions, LLC	29.36K	Mar 31, 25	+2.40K	0.15%
Aveo Capital Partners, LLC	--	Mar 31, 25	-21.76K	--
Carlson Capital Management	8.01K	Dec 31, 24	--	0.04%
WR Wealth Planners, LLC	--	Dec 31, 24	-465	--
Annapolis Financial Services, LLC	119.35K	Sep 30, 24	-1.50K	0.59%
Raymond James Financial Services Advisors, Inc.	28.13K	Sep 30, 24	-1.70K	0.14%
Private Ocean, LLC	21.53K	Jun 30, 24	+51	0.11%
BUCKINGHAM STRATEGIC WEALTH, LLC	19.83K	Jun 30, 24	-3.25K	0.10%
BlackRock Inc.	--	Jun 30, 24	-73	--
Cetera Advisor Networks LLC	469.30K	Mar 31, 24	+1.39K	2.34%
Cetera Advisors LLC	16.02K	Mar 31, 24	-2.77K	0.08%
Baystate Wealth Management LLC	420.27K	Dec 31, 23	+13.52K	2.09%
Simplicity Solutions, LLC	24.11K	Dec 31, 23	+1.99K	0.12%
Resource Planning Group	22.85K	Dec 31, 23	-2.54K	0.11%
3D/L Capital Management, LLC	11.89K	Sep 30, 23	+152	0.06%
Truadvice, LLC	--	Sep 30, 23	-13.36K	--
TIAA, FSB	379.22K	Jun 30, 23	-4.46K	1.89%
First Command Financial Services, Inc.	28	Jun 30, 23	--	0.00%
First Command Bank	28	Jun 30, 23	--	0.00%
Baldrige Asset Management LLC	425	Mar 31, 23	--	0.00%
Capital Directions Investment Advisors, LLC	2.68K	Dec 31, 22	+2.68K	0.01%
Strategic Asset Management, LLC	3.42K	Sep 30, 22	-17	0.02%
Covington Capital Management	138	Sep 30, 22	-10	0.00%
American Portfolios Advisors	76	Sep 30, 22	-728	0.00%
KARLINSKI ANDREW C	42	Sep 30, 22	--	0.00%
Private Capital Group, LLC	316	Jun 30, 22	-403	0.00%
People's United Financial, Inc.	40.40K	Mar 31, 22	-3.60K	0.20%
ELM ADVISORS, LLC	6.49K	Mar 31, 22	-7.84K	0.03%
Permit Capital Advisors, LLC	76	Mar 31, 22	+76	0.00%
Paradigm Financial Advisors, LLC	7.21K	Dec 31, 21	+515	0.04%
NEXT Financial Group, Inc	887	Dec 31, 21	+546	0.00%
Carroll Financial Associates, Inc.	115	Dec 31, 21	+115	0.00%
Rinet Co LLC	132.75K	Sep 30, 21	--	0.66%
MANAGED ACCOUNT SERVICES INC	9.81K	Sep 30, 21	--	0.05%
CEDAR CAPITAL, LLC	6.20K	Sep 30, 21	+467	0.03%
Sonora Investment Management, LLC	635	Sep 30, 21	--	0.00%
Financial Consulate Inc.	14.08K	Jun 30, 21	+14.08K	0.07%
Hoover Financial Advisors, Inc.	5.56K	Jun 30, 21	+14	0.03%
PNC Managed Account Solutions, Inc.	343	Jun 30, 21	+343	0.00%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	274	Jun 30, 21	--	0.00%
Paracle Advisors, LLC	9.99K	Mar 31, 21	-206	0.05%
Aperio Group, LLC	6.70K	Dec 31, 20	--	0.03%
Lucia Wealth Services, LLC	44.44K	Sep 30, 20	-7.04K	0.22%
3D ASSET MANAGEMENT, INC	18.56K	Sep 30, 20	-4.01K	0.09%
First Allied Advisory Services, Inc.	9.78K	Sep 30, 20	+52	0.05%
Global Financial Private Capital, Inc	162.64K	Jun 30, 20	-8.80K	0.81%
Premise Capital, LLC	43.40K	Jun 30, 20	+7.92K	0.22%
TRUEWEALTH LLC	393	Jun 30, 20	-261	0.00%
ACCURATE INVESTMENT SOLUTIONS, INC.	5.61K	Mar 31, 20	+257	0.03%
Squar Milner Financial Services LLC	4.09K	Mar 31, 20	+716	0.02%
Landmark Bank	187.94K	Dec 31, 19	-10.39K	0.94%
Advisor Group, Inc.	31.58K	Dec 31, 19	-1.05K	0.16%
LADENBURG THALMANN FINANCIAL SERVICES INC.	25.98K	Dec 31, 19	-1.51K	0.13%
American Financial Network Advisory Services LLC	20.26K	Sep 30, 19	+20.26K	0.10%
SUNTRUST BANKS INC	19.32K	Sep 30, 19	-1.92K	0.10%
Mosaic Financial Partners, Inc.	67.19K	Jun 30, 18	-1.41K	0.33%
DENVER INVESTMENT ADVISORS LLC	105.10K	Mar 31, 18	+3.79K	0.52%
Allegis Investment Advisors, LLC	13.71K	Mar 31, 18	+4.38K	0.07%
Commonwealth Equity Services, Inc	10.60K	Jun 30, 17	+1.95K	0.05%
CT Financial Advisors LLC	432	Mar 31, 17	--	0.00%
Parasol Investment Management, LLC	--	Mar 31, 17	-66.02K	--
MSI Financial Services Inc	26.26K	Dec 31, 16	+1.98K	0.13%
Braver Wealth Management, LLC	17.58K	Dec 31, 16	+1.43K	0.09%
Dunvegan Associates, Inc.	1.07K	Dec 31, 15	--	0.01%
MANAGED ACCOUNT ADVISORS LLC	462.79K	Jun 30, 15	+8.57K	2.31%
BOSTON PRIVATE BANK & TRUST CO	3.21K	Mar 31, 15	--	0.02%
NEW ENGLAND SECURITIES CORP /MA/	--	Dec 31, 14	-61	--
UBS AG	102.63K	Sep 30, 14	+30.07K	0.51%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-7.20K	--
RIVERSVILLE CAPITAL, INC.	31.36K	Mar 31, 14	--	0.16%
Jane Street Holding, LLC	--	Dec 31, 13	-14.71K	--
KNIGHT CAPITAL GROUP LLC	58.00K	Jun 30, 13	+58.00K	0.29%
MANULIFE INVESTMENT MANAGEMENT (US) LLC	--	Mar 31, 13	-8.10K	--
RAYTHEON CO/	100.70K	Dec 31, 10	+100.70K	0.50%

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Holder

Date

Change

% Held

LPL Financial LLC

1.35M

Jun 30, 26

+89.13K

6.74%

ENVESTNET ASSET MANAGEMENT INC

930.70K

Jun 30, 26

+65.29K

4.64%

Savant Capital, LLC

656.35K

Jun 30, 26

+325.93K

3.27%

Envestnet Portfolio Solutions, Inc.

633.09K

Jun 30, 26

+42.71K

3.16%

ADVISOR GROUP HOLDINGS, INC.

622.40K

Jun 30, 26

+125.88K

3.10%

Cetera Investment Advisers

581.32K

Jun 30, 26

+30.93K

2.90%

BANK OF AMERICA CORP /DE/

550.65K

Jun 30, 26

-29.05K

2.74%

BRYN MAWR TRUST Co

503.36K

Jun 30, 26

-40.62K

2.51%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

455.69K

Jun 30, 26

+36.33K

2.27%

ASSETMARK, INC

442.81K

Jun 30, 26

-7.94K

2.21%

Cerity Partners LLC

338.83K

Jun 30, 26

+474

1.69%

WELLS FARGO & COMPANY/MN

330.64K

Jun 30, 26

-3.84K

1.65%

MORGAN STANLEY

266.31K

Jun 30, 26

-46

1.33%

Creative Planning

259.01K

Jun 30, 26

-15.34K

1.29%

COMMERCE BANK

238.20K

Jun 30, 26

+19.63K

1.19%

PARK AVENUE SECURITIES LLC

235.61K

Jun 30, 26

-2.02K

1.17%

N.E.W. Advisory Services LLC

223.62K

Jun 30, 26

-4.88K

1.11%

FMR LLC

175.44K

Jun 30, 26

+11.80K

0.87%

JANE STREET GROUP, LLC

163.86K

Jun 30, 26

+163.86K

0.82%

Cambridge Investment Research Advisors, Inc.

155.34K

Jun 30, 26

+33.23K

0.77%

UBS Group AG

137.29K

Jun 30, 26

+3.18K

0.68%

RTD Financial Advisors, Inc.

124.89K

Jun 30, 26

-741

0.62%

EP Wealth Advisors, LLC

121.78K

Jun 30, 26

+121.78K

0.61%

MAI Capital Management

119.44K

Jun 30, 26

+9.45K

0.60%

Equitable Holdings, Inc.

111.61K

Jun 30, 26

-686

0.56%

BIP Wealth, LLC

107.41K

Jun 30, 26

+7.76K

0.54%

Eagle Bluffs Wealth Management LLC

106.87K

Jun 30, 26

+1.21K

0.53%

Modera Wealth Management, LLC

106.84K

Jun 30, 26

-389

0.53%

CarsonAllaria Wealth Management, Ltd.

104.26K

Jun 30, 26

-536

0.52%

TOBIAS FINANCIAL ADVISORS, INC.

89.50K

Jun 30, 26

-1.17K

0.45%

McAdam, LLC

81.91K

Jun 30, 26

-5.21K

0.41%

NewEdge Advisors, LLC

79.91K

Jun 30, 26

+11.23K

0.40%

LANDMARK WEALTH MANAGEMENT, INC.

78.58K

Jun 30, 26

+5.84K

0.39%

Pure Financial Advisors, LLC

77.03K

Jun 30, 26

-2.11K

0.38%

MISSION WEALTH MANAGEMENT, LP

73.74K

Jun 30, 26

+600

0.37%

CULLEN/FROST BANKERS, INC.

73.23K

Jun 30, 26

-1.59K

0.36%

Signal Advisors Wealth, LLC

70.15K

Jun 30, 26

+10.85K

0.35%

MERCER GLOBAL ADVISORS INC /ADV

70.11K

Jun 30, 26

-58.77K

0.35%

Aspire Private Capital, LLC

66.58K

Jun 30, 26

-53

0.33%

HARBOUR INVESTMENTS, INC.

64.11K

Jun 30, 26

+5.90K

0.32%

COMMONWEALTH EQUITY SERVICES, LLC

63.75K

Jun 30, 26

-10.89K

0.32%

Arete Wealth Advisors, LLC

61.68K

Jun 30, 26

-680

0.31%

Capital Investment Management, Inc.

61.02K

Jun 30, 26

+879

0.30%

MML INVESTORS SERVICES, LLC

55.60K

Jun 30, 26

+16.45K

0.28%

Ballentine Partners, LLC

55.53K

Jun 30, 26

0.28%

Total Clarity Wealth Management, Inc.

53.00K

Jun 30, 26

+3.28K

0.26%

WELLINGTON MANAGEMENT GROUP LLP

51.14K

Jun 30, 26

-56.55K

0.25%

PNC FINANCIAL SERVICES GROUP, INC.

49.86K

Jun 30, 26

+18

0.25%

Simplicity Wealth,LLC

49.63K

Jun 30, 26

+4.37K

0.25%

Concurrent Investment Advisors, LLC

48.05K

Jun 30, 26

+6.07K

0.24%

Pathstone Holdings, LLC

47.11K

Jun 30, 26

+47.11K

0.23%

HighTower Advisors, LLC

46.72K

Jun 30, 26

+2.53K

0.23%

RAYMOND JAMES FINANCIAL INC

46.41K

Jun 30, 26

+6.83K

0.23%

Portside Wealth Group, LLC

46.27K

Jun 30, 26

+10.50K

0.23%

LMCG INVESTMENTS, LLC

45.20K

Jun 30, 26

0.23%

AE Wealth Management LLC

44.48K

Jun 30, 26

+4.16K

0.22%

JONES FINANCIAL COMPANIES LLLP

42.95K

Jun 30, 26

+4.28K

0.21%

PRINCIPAL SECURITIES, INC.

42.68K

Jun 30, 26

+22.96K

0.21%

Accredited Investors Inc.

42.16K

Jun 30, 26

-315

0.21%

Valmark Advisers, Inc.

42.05K

Jun 30, 26

-5

0.21%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

40.38K

Jun 30, 26

+25.06K

0.20%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

40.23K

Jun 30, 26

+222

0.20%

Raleigh Capital Management Inc.

36.36K

Jun 30, 26

+1.24K

0.18%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

35.33K

Jun 30, 26

+2.84K

0.18%

Upper Left Wealth Management, LLC

35.23K

Jun 30, 26

+5.13K

0.18%

RFG Advisory, LLC

34.59K

Jun 30, 26

+36

0.17%

SMITH, MOORE & CO.

32.64K

Jun 30, 26

0.16%

Belpointe Asset Management LLC

32.48K

Jun 30, 26

+94

0.16%

Brinker Capital Investments, LLC

32.48K

Jun 30, 26

+3.20K

0.16%

CARY STREET PARTNERS FINANCIAL LLC

32.24K

Jun 30, 26

0.16%

Roan Capital Partners

30.89K

Jun 30, 26

+14.81K

0.15%

IHT Wealth Management, LLC

30.71K

Jun 30, 26

-14.17K

0.15%

Bryn Mawr Capital Management, LLC

28.66K

Jun 30, 26

-1.54K

0.14%

Wealthcare Advisory Partners LLC

28.55K

Jun 30, 26

+704

0.14%

Probity Advisors, Inc.

27.97K

Jun 30, 26

-215

0.14%

Cresset Asset Management, LLC

27.18K

Jun 30, 26

+75

0.14%

MATHER GROUP, LLC.

27.16K

Jun 30, 26

-2.79K

0.14%

Spire Wealth Management

26.99K

Jun 30, 26

+63

0.13%

Independent Advisor Alliance

26.15K

Jun 30, 26

+388

0.13%

NORTHERN TRUST CORP

25.75K

Jun 30, 26

-45.54K

0.13%

ALESCO ADVISORS LLC

25.64K

Jun 30, 26

-799

0.13%

Sanctuary Advisors, LLC

24.11K

Jun 30, 26

-4.44K

0.12%

CULBERTSON A N & CO INC

24.10K

Jun 30, 26

0.12%

Cassaday & Co Wealth Management LLC

23.17K

Jun 30, 26

0.12%

VisionPoint Advisory Group, LLC

22.59K

Jun 30, 26

+564

0.11%

Legacy Wealth Partners, LLC

21.65K

Jun 30, 26

+1.72K

0.11%

BLAIR WILLIAM & CO/IL

21.03K

Jun 30, 26

0.10%

CreativeOne Wealth, LLC

20.90K

Jun 30, 26

-16.12K

0.10%

Global Financial Private Client, LLC

20.07K

Jun 30, 26

+1.50K

0.10%

FSB PREMIER WEALTH MANAGEMENT, INC.

19.78K

Jun 30, 26

-418

0.10%

Walkner Condon Financial Advisors LLC

18.92K

Jun 30, 26

-1.93K

0.09%

Wealthspire Advisors, LLC

18.13K

Jun 30, 26

+1.25K

0.09%

RICHARDSON FINANCIAL SERVICES INC.

17.52K

Jun 30, 26

+81

0.09%

Werba Rubin Papier Wealth Management

17.45K

Jun 30, 26

+210

0.09%

BANK OF MONTREAL /CAN/

17.38K

Jun 30, 26

0.09%

Sentinus, LLC

16.92K

Jun 30, 26

+48

0.08%

CAMELOT TECHNOLOGY ADVISORS, INC.

16.84K

Jun 30, 26

-2.61K

0.08%

Brand Asset Management Group, Inc.

16.64K

Jun 30, 26

0.08%

NOVUS ADVISORS, LLC

16.49K

Jun 30, 26

-106

0.08%

Advisor OS, LLC

16.26K

Jun 30, 26

+16.26K

0.08%

Colony Group, LLC

16.26K

Jun 30, 26

-227

0.08%

National Philanthropic Trust

15.73K

Jun 30, 26

+15.73K

0.08%

Private Advisor Group, LLC

15.05K

Jun 30, 26

-7.14K

0.07%

Geneos Wealth Management Inc.

14.70K

Jun 30, 26

+13.44K

0.07%

GeoWealth Management, LLC

14.60K

Jun 30, 26

+201

0.07%

Kestra Advisory Services, LLC

14.21K

Jun 30, 26

-3.82K

0.07%

VESTIA PERSONAL WEALTH ADVISORS

14.06K

Jun 30, 26

+146

0.07%

Trilogy Capital Inc.

14.04K

Jun 30, 26

-890

0.07%

BlueChip Wealth Advisors LLC

13.85K

Jun 30, 26

+13.85K

0.07%

Mariner, LLC

13.40K

Jun 30, 26

-9

0.07%

LOCKERMAN FINANCIAL GROUP, INC.

13.35K

Jun 30, 26

+1.09K

0.07%

Betterment LLC

13.23K

Jun 30, 26

+2.28K

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

12.92K

Jun 30, 26

-800

0.06%

International Private Wealth Advisors LLC

12.89K

Jun 30, 26

+270

0.06%

ROYAL BANK OF CANADA

12.83K

Jun 30, 26

+6.41K

0.06%

TOWNSQUARE CAPITAL LLC

11.94K

Jun 30, 26

+11.94K

0.06%

CI Private Wealth, LLC

11.83K

Jun 30, 26

+6.68K

0.06%

Seaside Wealth Management, Inc.

11.78K

Jun 30, 26

+141

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.36K

Jun 30, 26

-26.39K

0.06%

Apollon Wealth Management, LLC

11.32K

Jun 30, 26

-943

0.06%

Ascent Group, LLC

11.20K

Jun 30, 26

-557

0.06%

AXXCESS WEALTH MANAGEMENT, LLC

10.88K

Jun 30, 26

+10.88K

0.05%

Larson Financial Group LLC

10.87K

Jun 30, 26

-589

0.05%

Maridea Wealth Management LLC

10.71K

Jun 30, 26

+215

0.05%

Petersen Hastings Wealth Advisors Inc.

10.61K

Jun 30, 26

-403

0.05%

Key FInancial Inc

10.59K

Jun 30, 26

0.05%

Hibernia Wealth Partners, LLC

10.36K

Jun 30, 26

-3.53K

0.05%

Urban Financial Advisory Corp

10.36K

Jun 30, 26

-1.22K

0.05%

Pitcairn Wealth Advisors LLC

10.24K

Jun 30, 26

0.05%

Global Retirement Partners, LLC

10.09K

Jun 30, 26

+10.09K

0.05%

Founders Financial Alliance, LLC

9.89K

Jun 30, 26

+9.89K

0.05%

NORDEN GROUP LLC

9.75K

Jun 30, 26

+1.07K

0.05%

Outlook Wealth Advisors, LLC

9.47K

Jun 30, 26

-26

0.05%

Landmark Wealth Management, LLC

9.41K

Jun 30, 26

-134

0.05%

Atria Investments, Inc

9.37K

Jun 30, 26

+993

0.05%

Asset Dedication, LLC

9.30K

Jun 30, 26

0.05%

WealthPoint Financial, LLC

8.99K

Jun 30, 26

+824

0.04%

Boston Standard Wealth Management, LLC

8.96K

Jun 30, 26

+11

0.04%

Sigma Planning Corp

8.93K

Jun 30, 26

-795

0.04%

Quent Capital, LLC

8.88K

Jun 30, 26

-10

0.04%

TIAA TRUST, NATIONAL ASSOCIATION

8.76K

Jun 30, 26

-1.38K

0.04%

GOLDMAN SACHS GROUP INC

8.60K

Jun 30, 26

+8.60K

0.04%

Allegheny Financial Group LTD

8.52K

Jun 30, 26

-563

0.04%

Integrated Wealth Concepts LLC

8.52K

Jun 30, 26

+8.52K

0.04%

TCI Wealth Advisors, Inc.

8.32K

Jun 30, 26

0.04%

Lifeworks Advisors, LLC

8.29K

Jun 30, 26

-163

0.04%

Worth Financial Advisory Group, LLC

8.26K

Jun 30, 26

+8.26K

0.04%

Valtinson Bruner Financial Planning LLC

8.18K

Jun 30, 26

-92

0.04%

October Effect Ltd

7.68K

Jun 30, 26

+1.11K

0.04%

Sanchez Gaunt Capital Management, LLC

7.62K

Jun 30, 26

+111

0.04%

Sequoia Financial Advisors, LLC

7.53K

Jun 30, 26

-147

0.04%

PCB Capital LLC

7.52K

Jun 30, 26

+1.24K

0.04%

Aegis Wealth Management, Inc.

7.29K

Jun 30, 26

+7.29K

0.04%

Capital Analysts, LLC

7.19K

Jun 30, 26

0.04%

Accurate Wealth Management, LLC

7.18K

Jun 30, 26

0.04%

One Capital Management, LLC

7.15K

Jun 30, 26

0.04%

ECLECTIC ASSOCIATES INC /ADV

7.15K

Jun 30, 26

-653

0.04%

CFS Investment Advisory Services, LLC

6.96K

Jun 30, 26

+6.96K

0.03%

SMART Wealth LLC

6.60K

Jun 30, 26

+6.60K

0.03%

Sowell Financial Services LLC

6.54K

Jun 30, 26

+615

0.03%

Pensionmark Financial Group, LLC

6.50K

Jun 30, 26

-438

0.03%

Austin Wealth Management, LLC

6.48K

Jun 30, 26

+58

0.03%

Advance Capital Management, Inc.

6.47K

Jun 30, 26

-699

0.03%

LexAurum Advisors, LLC

6.38K

Jun 30, 26

0.03%

JMG Financial Group, Ltd.

6.33K

Jun 30, 26

0.03%

Diversify Advisory Services, LLC

6.32K

Jun 30, 26

+6.32K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

6.32K

Jun 30, 26

+1.30K

0.03%

ASPIRIANT, LLC

6.29K

Jun 30, 26

0.03%

USAdvisors Wealth Management, LLC

6.21K

Jun 30, 26

-35

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.15K

Jun 30, 26

+4.83K

0.03%

Merit Financial Group, LLC

6.04K

Jun 30, 26

-47

0.03%

Advisory Services Network, LLC

6.03K

Jun 30, 26

-633

0.03%

Mason Investment Advisory Services, Inc.

5.99K

Jun 30, 26

-228

0.03%

Omega Financial Group, LLC

5.75K

Jun 30, 26

-549

0.03%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

5.74K

Jun 30, 26

+68

0.03%

Wallace Advisory Group, LLC

5.71K

Jun 30, 26

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.48K

Jun 30, 26

+5.48K

0.03%

Apeiron RIA LLC

5.28K

Jun 30, 26

-9

0.03%

WORLD EQUITY GROUP, INC.

5.28K

Jun 30, 26

+5.28K

0.03%

Keel Point, LLC

5.21K

Jun 30, 26

0.03%

Apella Capital, LLC

5.09K

Jun 30, 26

-1.24K

0.03%

Eqis Capital Management, Inc.

5.08K

Jun 30, 26

+5.08K

0.03%

Berkeley, Inc

4.91K

Jun 30, 26

0.02%

Institute for Wealth Management, LLC.

4.86K

Jun 30, 26

-543

0.02%

Strategic Wealth Advisors LLC

4.78K

Jun 30, 26

+386

0.02%

ABSOLUTE CAPITAL MANAGEMENT, LLC

4.71K

Jun 30, 26

+4.71K

0.02%

Gateway Wealth Partners, LLC

4.63K

Jun 30, 26

-2.36K

0.02%

Spectrum Planning & Advisory Services Inc.

4.58K

Jun 30, 26

+4.58K

0.02%

Parallel Advisors, LLC

4.39K

Jun 30, 26

+67

0.02%

CITIGROUP INC

4.08K

Jun 30, 26

-529

0.02%

Pinnacle Wealth Planning Services, Inc.

3.94K

Jun 30, 26

-191

0.02%

Smartleaf Asset Management LLC

3.88K

Jun 30, 26

0.02%

Capital Advisors, Ltd. LLC

3.83K

Jun 30, 26

0.02%

Aptus Capital Advisors, LLC

3.43K

Jun 30, 26

+2.93K

0.02%

Continuum Advisory, LLC

3.27K

Jun 30, 26

+3.27K

0.02%

Triumph Capital Management

2.94K

Jun 30, 26

-50

0.01%

FIFTH THIRD BANCORP

2.88K

Jun 30, 26

-9

0.01%

JPMORGAN CHASE & CO

2.84K

Jun 30, 26

+580

0.01%

Crewe Advisors LLC

2.83K

Jun 30, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.80K

Jun 30, 26

+254

0.01%

Richard W. Paul & Associates, LLC

2.71K

Jun 30, 26

+17

0.01%

Financial Network Wealth Advisors LLC

2.70K

Jun 30, 26

+226

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

2.65K

Jun 30, 26

-99

0.01%

TIAA Wealth Investment Management LLC

2.46K

Jun 30, 26

-243

0.01%

JFS WEALTH ADVISORS, LLC

2.45K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

2.42K

Jun 30, 26

+967

0.01%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

2.38K

Jun 30, 26

0.01%

Moisand Fitzgerald Tamayo, LLC

2.38K

Jun 30, 26

-190

0.01%

Farther Finance Advisors, LLC

2.19K

Jun 30, 26

+36

0.01%

HOLLENCREST CAPITAL MANAGEMENT

2.13K

Jun 30, 26

0.01%

Rialto Wealth Management, LLC

2.04K

Jun 30, 26

0.01%

AlphaCore Capital LLC

2.02K

Jun 30, 26

+2.02K

0.01%

IFP Advisors, Inc

1.86K

Jun 30, 26

+1.83K

0.01%

CoreCap Advisors, LLC

1.63K

Jun 30, 26

0.01%

Allworth Financial LP

1.62K

Jun 30, 26

-29

0.01%

Highland Investment Advisors LLC

1.60K

Jun 30, 26

+1.60K

0.01%

AdvisorNet Financial, Inc

1.30K

Jun 30, 26

-143

0.01%

CARDIFF PARK ADVISORS, LLC

1.20K

Jun 30, 26

+1.16K

0.01%

Sage Mountain Advisors LLC

1.20K

Jun 30, 26

0.01%

GFS Advisors, LLC

1.15K

Jun 30, 26

-6.15K

0.01%

GAMMA Investing LLC

1.03K

Jun 30, 26

0.01%

Ameritas Advisory Services, LLC

897

Jun 30, 26

+897

0.00%

Ancora Advisors, LLC

886

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

796

Jun 30, 26

0.00%

VIMA LLC

745

Jun 30, 26

+745

0.00%

Copia Wealth Management

696

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

635

Jun 30, 26

+635

0.00%

Quest 10 Wealth Builders, Inc.

593

Jun 30, 26

+156

0.00%

Strategic Wealth Partners, Ltd.

473

Jun 30, 26

-10

0.00%

Key Capital Management, INC

446

Jun 30, 26

+149

0.00%

BlackRock, Inc.

410

Jun 30, 26

+206

0.00%

TOWER TRUST & INVESTMENT Co

370

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

360

Jun 30, 26

0.00%

Covestor Ltd

346

Jun 30, 26

-44

0.00%

Russell Investments Group, Ltd.

292

Jun 30, 26

+76

0.00%

Stone House Investment Management, LLC

263

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

253

Jun 30, 26

+253

0.00%

Allspring Global Investments Holdings, LLC

250

Jun 30, 26

+250

0.00%

CHILTON CAPITAL MANAGEMENT LLC

243

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

237

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

190

Jun 30, 26

+190

0.00%

Kingdom Financial Group LLC.

167

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

166

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

161

Jun 30, 26

-35

0.00%

Archer Investment Corp

140

Jun 30, 26

0.00%

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

133

Jun 30, 26

-67

0.00%

Ashton Thomas Private Wealth, LLC

129

Jun 30, 26

0.00%

REAP Financial Group, LLC

123

Jun 30, 26

-13

0.00%

Breakwater Investment Management

122

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

119

Jun 30, 26

0.00%

NBC SECURITIES, INC.

117

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

107

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

103

Jun 30, 26

0.00%

Hickory Point Bank & Trust

100

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

+88

0.00%

Addison Advisors LLC

Jun 30, 26

0.00%

Brooklyn FI, LLC

Jun 30, 26

+66

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

Jun 30, 26

+23

0.00%

Networth Advisors, LLC

Jun 30, 26

0.00%

Caitlin John, LLC

Jun 30, 26

-32

0.00%

Murphy & Mullick Capital Management Corp

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-649

Discipline Wealth Solutions, LLC

Jun 30, 26

-7.91K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-94

Operose Advisors LLC

Jun 30, 26

-354

Midwest Financial Network, LLC

Jun 30, 26

-10.22K

Balboa Wealth Partners

Jun 30, 26

-6.04K

MBM Wealth Consultants, LLC

Jun 30, 26

-566

Golden State Equity Partners

Jun 30, 26

-1.61K

Western Wealth Management, LLC

Jun 30, 26

-1.18K

CX Institutional

Jun 30, 26

-180.32K

Checchi Capital Advisers, LLC

Jun 30, 26

-5.24K

NICOLET BANKSHARES INC

Jun 30, 26

-4.85K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-8.81K

Strategic Investment Advisors / MI

Jun 30, 26

-2.54K

EVOKE WEALTH, LLC

Jun 30, 26

-6.32K

Signature Equity Partners, LLC

Jun 30, 26

-766

EverSource Wealth Advisors, LLC

Jun 30, 26

-126

IAMS WEALTH MANAGEMENT, LLC

Jun 30, 26

-6.53K

Mill Creek Capital Advisors, LLC

47.11K

Mar 31, 26

0.23%

Gibbs Wealth Management

38.25K

Mar 31, 26

+38.25K

0.19%

CWM, LLC

3.43K

Mar 31, 26

+459

0.02%

BROWN, LISLE/CUMMINGS, INC.

388

Mar 31, 26

+388

0.00%

Austin Private Wealth, LLC

159.52K

Dec 31, 25

+4.56K

0.79%

Quent Long Short Global Small Cap Fund, LP

9.41K

Dec 31, 25

+9.41K

0.05%

NICOLET ADVISORY SERVICES, LLC

4.91K

Dec 31, 25

+4.91K

0.02%

COMERICA BANK

2.90K

Dec 31, 25

0.01%

Motiv8 Investments LLC

Dec 31, 25

+18

0.00%

REDMONT WEALTH ADVISORS LLC

Dec 31, 25

0.00%

PITCAIRN CO

10.22K

Sep 30, 25

-19

0.05%

AllSquare Wealth Management LLC

465

Sep 30, 25

0.00%

Congress Wealth Management LLC / DE /

21.77K

Jun 30, 25

+133

0.11%

Atria Wealth Solutions, Inc.

6.06K

Jun 30, 25

-625

0.03%

PrairieView Partners, LLC

914

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

126

Jun 30, 25

+126

0.00%

Corrigan Financial, Inc.

296.83K

Mar 31, 25

-1.80K

1.48%

Orion Portfolio Solutions, LLC

29.36K

Mar 31, 25

+2.40K

0.15%

Aveo Capital Partners, LLC

Mar 31, 25

-21.76K

Carlson Capital Management

8.01K

Dec 31, 24

0.04%

WR Wealth Planners, LLC

Dec 31, 24

-465

Annapolis Financial Services, LLC

119.35K

Sep 30, 24

-1.50K

0.59%

Raymond James Financial Services Advisors, Inc.

28.13K

Sep 30, 24

-1.70K

0.14%

Private Ocean, LLC

21.53K

Jun 30, 24

+51

0.11%

BUCKINGHAM STRATEGIC WEALTH, LLC

19.83K

Jun 30, 24

-3.25K

0.10%

BlackRock Inc.

Jun 30, 24

-73

Cetera Advisor Networks LLC

469.30K

Mar 31, 24

+1.39K

2.34%

Cetera Advisors LLC

16.02K

Mar 31, 24

-2.77K

0.08%

Baystate Wealth Management LLC

420.27K

Dec 31, 23

+13.52K

2.09%

Simplicity Solutions, LLC

24.11K

Dec 31, 23

+1.99K

0.12%

Resource Planning Group

22.85K

Dec 31, 23

-2.54K

0.11%

3D/L Capital Management, LLC

11.89K

Sep 30, 23

+152

0.06%

Truadvice, LLC

Sep 30, 23

-13.36K

TIAA, FSB

379.22K

Jun 30, 23

-4.46K

1.89%

First Command Financial Services, Inc.

Jun 30, 23

0.00%

First Command Bank

Jun 30, 23

0.00%

Baldrige Asset Management LLC

425

Mar 31, 23

0.00%

Capital Directions Investment Advisors, LLC

2.68K

Dec 31, 22

+2.68K

0.01%

Strategic Asset Management, LLC

3.42K

Sep 30, 22

-17

0.02%

Covington Capital Management

138

Sep 30, 22

-10

0.00%

American Portfolios Advisors

Sep 30, 22

-728

0.00%

KARLINSKI ANDREW C

Sep 30, 22

0.00%

Private Capital Group, LLC

316

Jun 30, 22

-403

0.00%

People's United Financial, Inc.

40.40K

Mar 31, 22

-3.60K

0.20%

ELM ADVISORS, LLC

6.49K

Mar 31, 22

-7.84K

0.03%

Permit Capital Advisors, LLC

Mar 31, 22

+76

0.00%

Paradigm Financial Advisors, LLC

7.21K

Dec 31, 21

+515

0.04%

NEXT Financial Group, Inc

887

Dec 31, 21

+546

0.00%

Carroll Financial Associates, Inc.

115

Dec 31, 21

+115

0.00%

Rinet Co LLC

132.75K

Sep 30, 21

0.66%

MANAGED ACCOUNT SERVICES INC

9.81K

Sep 30, 21

0.05%

CEDAR CAPITAL, LLC

6.20K

Sep 30, 21

+467

0.03%

Sonora Investment Management, LLC

635

Sep 30, 21

0.00%

Financial Consulate Inc.

14.08K

Jun 30, 21

+14.08K

0.07%

Hoover Financial Advisors, Inc.

5.56K

Jun 30, 21

+14

0.03%

PNC Managed Account Solutions, Inc.

343

Jun 30, 21

+343

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

274

Jun 30, 21

0.00%

Paracle Advisors, LLC

9.99K

Mar 31, 21

-206

0.05%

Aperio Group, LLC

6.70K

Dec 31, 20

0.03%

Lucia Wealth Services, LLC

44.44K

Sep 30, 20

-7.04K

0.22%

3D ASSET MANAGEMENT, INC

18.56K

Sep 30, 20

-4.01K

0.09%

First Allied Advisory Services, Inc.

9.78K

Sep 30, 20

+52

0.05%

Global Financial Private Capital, Inc

162.64K

Jun 30, 20

-8.80K

0.81%

Premise Capital, LLC

43.40K

Jun 30, 20

+7.92K

0.22%

TRUEWEALTH LLC

393

Jun 30, 20

-261

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

5.61K

Mar 31, 20

+257

0.03%

Squar Milner Financial Services LLC

4.09K

Mar 31, 20

+716

0.02%

Landmark Bank

187.94K

Dec 31, 19

-10.39K

0.94%

Advisor Group, Inc.

31.58K

Dec 31, 19

-1.05K

0.16%

LADENBURG THALMANN FINANCIAL SERVICES INC.

25.98K

Dec 31, 19

-1.51K

0.13%

American Financial Network Advisory Services LLC

20.26K

Sep 30, 19

+20.26K

0.10%

SUNTRUST BANKS INC

19.32K

Sep 30, 19

-1.92K

0.10%

Mosaic Financial Partners, Inc.

67.19K

Jun 30, 18

-1.41K

0.33%

DENVER INVESTMENT ADVISORS LLC

105.10K

Mar 31, 18

+3.79K

0.52%

Allegis Investment Advisors, LLC

13.71K

Mar 31, 18

+4.38K

0.07%

Commonwealth Equity Services, Inc

10.60K

Jun 30, 17

+1.95K

0.05%

CT Financial Advisors LLC

432

Mar 31, 17

0.00%

Parasol Investment Management, LLC

Mar 31, 17

-66.02K

MSI Financial Services Inc

26.26K

Dec 31, 16

+1.98K

0.13%

Braver Wealth Management, LLC

17.58K

Dec 31, 16

+1.43K

0.09%

Dunvegan Associates, Inc.

1.07K

Dec 31, 15

0.01%

MANAGED ACCOUNT ADVISORS LLC

462.79K

Jun 30, 15

+8.57K

2.31%

BOSTON PRIVATE BANK & TRUST CO

3.21K

Mar 31, 15

0.02%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

-61

UBS AG

102.63K

Sep 30, 14

+30.07K

0.51%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-7.20K

RIVERSVILLE CAPITAL, INC.

31.36K

Mar 31, 14

0.16%

Jane Street Holding, LLC

Dec 31, 13

-14.71K

KNIGHT CAPITAL GROUP LLC

58.00K

Jun 30, 13

+58.00K

0.29%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

Mar 31, 13

-8.10K

RAYTHEON CO/

100.70K

Dec 31, 10

+100.70K

0.50%