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Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 204 | Sep 30, 26 | -- | 0.00% |
| Sarver Vrooman Wealth Advisors | 3 | Sep 30, 26 | -- | 0.00% |
| STATE STREET CORP | 571.69K | Jun 30, 26 | +128.62K | 12.02% |
| ASSETMARK, INC | 242.81K | Jun 30, 26 | +21.68K | 5.11% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 198.19K | Jun 30, 26 | +2.82K | 4.17% |
| JPMORGAN CHASE & CO | 176.51K | Jun 30, 26 | +65.18K | 3.71% |
| swisspartners Advisors Ltd | 147.83K | Jun 30, 26 | +20 | 3.11% |
| Prism Advisors, Inc. | 96.89K | Jun 30, 26 | -1.53K | 2.04% |
| MORGAN STANLEY | 89.08K | Jun 30, 26 | +94 | 1.87% |
| AMERIPRISE FINANCIAL INC | 82.30K | Jun 30, 26 | -6.35K | 1.73% |
| Savant Capital, LLC | 64.14K | Jun 30, 26 | +31.79K | 1.35% |
| BANK OF AMERICA CORP /DE/ | 63.78K | Jun 30, 26 | -30.27K | 1.34% |
| UBS Group AG | 54.80K | Jun 30, 26 | -1.88K | 1.15% |
| ZACKS INVESTMENT MANAGEMENT | 49.82K | Jun 30, 26 | +4.70K | 1.05% |
| Colony Group, LLC | 43.24K | Jun 30, 26 | -1.49K | 0.91% |
| Steward Partners Investment Advisory, LLC | 37.60K | Jun 30, 26 | -34.36K | 0.79% |
| Wealthcare Advisory Partners LLC | 33.47K | Jun 30, 26 | +2.35K | 0.70% |
| WELLS FARGO & COMPANY/MN | 26.71K | Jun 30, 26 | -196 | 0.56% |
| BlackRock, Inc. | 24.59K | Jun 30, 26 | -- | 0.52% |
| Wealthfront Advisers LLC | 24.39K | Jun 30, 26 | +7.58K | 0.51% |
| Bleakley Financial Group, LLC | 21.33K | Jun 30, 26 | +5.12K | 0.45% |
| Michelson Medical Research Foundation, Inc. | 16.75K | Jun 30, 26 | -- | 0.35% |
| NewEdge Wealth, LLC | 16.37K | Jun 30, 26 | +126 | 0.34% |
| Avestar Capital, LLC | 16.20K | Jun 30, 26 | +551 | 0.34% |
| FIRST TRUST ADVISORS LP | 11.21K | Jun 30, 26 | +22 | 0.24% |
| CITIGROUP INC | 10.12K | Jun 30, 26 | +778 | 0.21% |
| Yoffe Investment Management, LLC | 9.14K | Jun 30, 26 | +6 | 0.19% |
| ROYAL BANK OF CANADA | 8.47K | Jun 30, 26 | -45 | 0.18% |
| LPL Financial LLC | 8.27K | Jun 30, 26 | -784 | 0.17% |
| GOLDMAN SACHS GROUP INC | 6.53K | Jun 30, 26 | -10.69K | 0.14% |
| Mittelman Wealth Management | 5.54K | Jun 30, 26 | -11.28K | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 5.33K | Jun 30, 26 | +566 | 0.11% |
| Cetera Investment Advisers | 5.00K | Jun 30, 26 | -271 | 0.11% |
| Upper Left Wealth Management, LLC | 3.97K | Jun 30, 26 | +3.97K | 0.08% |
| Sharper & Granite LLC | 3.77K | Jun 30, 26 | +50 | 0.08% |
| CoreCap Advisors, LLC | 3.60K | Jun 30, 26 | +326 | 0.08% |
| Russell Investments Group, Ltd. | 3.28K | Jun 30, 26 | +890 | 0.07% |
| Bellecapital International Ltd. | 2.69K | Jun 30, 26 | +2.69K | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.43K | Jun 30, 26 | -983 | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 2.40K | Jun 30, 26 | +2.40K | 0.05% |
| Parallel Advisors, LLC | 2.17K | Jun 30, 26 | -500 | 0.05% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.08K | Jun 30, 26 | -- | 0.04% |
| Intesa Sanpaolo Wealth Management | 1.80K | Jun 30, 26 | -- | 0.04% |
| SALEM INVESTMENT COUNSELORS INC | 1.39K | Jun 30, 26 | +2 | 0.03% |
| 4Thought Financial Group Inc. | 1.28K | Jun 30, 26 | -22 | 0.03% |
| Premier Financial Group | 1.24K | Jun 30, 26 | +1.24K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 1.16K | Jun 30, 26 | -185 | 0.02% |
| 3 FACTOR INDEXING, LLC | 1.11K | Jun 30, 26 | -- | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 1.09K | Jun 30, 26 | +853 | 0.02% |
| IAG Wealth Partners, LLC | 1.06K | Jun 30, 26 | -- | 0.02% |
| SIGNATUREFD, LLC | 969 | Jun 30, 26 | +968 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 917 | Jun 30, 26 | +917 | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 729 | Jun 30, 26 | +81 | 0.02% |
| GSB Wealth Management, LLC | 722 | Jun 30, 26 | +7 | 0.02% |
| Integrated Wealth Concepts LLC | 664 | Jun 30, 26 | +664 | 0.01% |
| Rockefeller Capital Management L.P. | 635 | Jun 30, 26 | -530 | 0.01% |
| Strengthening Families & Communities, LLC | 633 | Jun 30, 26 | +5 | 0.01% |
| FORTRESS FINANCIAL GROUP, LLC | 632 | Jun 30, 26 | +632 | 0.01% |
| WEBSTER BANK, N. A. | 565 | Jun 30, 26 | -- | 0.01% |
| Activest Wealth Management | 491 | Jun 30, 26 | +491 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 420 | Jun 30, 26 | -- | 0.01% |
| Federation des caisses Desjardins du Quebec | 369 | Jun 30, 26 | -14 | 0.01% |
| Qube Research & Technologies Ltd | 345 | Jun 30, 26 | -90 | 0.01% |
| FIFTH THIRD BANCORP | 284 | Jun 30, 26 | +150 | 0.01% |
| BANK OF MONTREAL /CAN/ | 244 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 188 | Jun 30, 26 | +188 | 0.00% |
| FMR LLC | 176 | Jun 30, 26 | +47 | 0.00% |
| Institute for Wealth Management, LLC. | 150 | Jun 30, 26 | +150 | 0.00% |
| Indiana Trust & Investment Management CO | 150 | Jun 30, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 120 | Jun 30, 26 | +1 | 0.00% |
| TD Waterhouse Canada Inc. | 85 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 82 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 73 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 61 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 26 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 8 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Forum Finance Group S.A. | -- | Jun 30, 26 | -530 | -- |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -2.35K | -- |
| STIFEL FINANCIAL CORP | -- | Jun 30, 26 | -4.99K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.11K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -28.44K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -5.10K | -- |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -2.33K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -103 | -- |
| HARBOR INVESTMENT ADVISORY, LLC | -- | Jun 30, 26 | -4 | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -20 | -- |
| CIBC Private Wealth Group, LLC | 223 | Dec 31, 25 | +223 | 0.00% |
| COMERICA BANK | 134 | Dec 31, 25 | -54 | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 1.76K | Sep 30, 25 | -589 | 0.04% |
| Bordeaux Wealth Advisors LLC | 42.84K | Jun 30, 25 | +972 | 0.90% |
| BlackRock Inc. | 24.59K | Jun 30, 24 | -- | 0.52% |
| Private Wealth Strategies, L.L.C. | 5.31K | Jun 30, 24 | +33 | 0.11% |
| EXECUTIVE WEALTH GROUP LLC | 141.29K | Mar 31, 24 | +94.19K | 2.97% |
| Simplicity Solutions, LLC | 18.45K | Dec 31, 23 | -578 | 0.39% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 15.58K | Dec 31, 23 | +15.58K | 0.33% |
| Glovista Investments LLC | 9.09K | Dec 31, 23 | -44 | 0.19% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 4.37K | Sep 30, 23 | -38 | 0.09% |
| Capital Directions Investment Advisors, LLC | 117 | Dec 31, 22 | +117 | 0.00% |
| Hightower 6M Holding, LLC | 146.84K | Sep 30, 22 | +3.47K | 3.09% |
| American Portfolios Advisors | 164 | Sep 30, 22 | +11 | 0.00% |
| IndexIQ Advisors LLC | -- | Mar 31, 22 | -22.79K | -- |
| 6 Meridian | 137.40K | Dec 31, 21 | -997 | 2.89% |
| REILLY FINANCIAL ADVISORS, LLC | 300 | Dec 31, 21 | -- | 0.01% |
| Crescent Capital Consulting, LLC | -- | Dec 31, 21 | -75 | -- |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -232 | -- |
| Psagot Value Holdings Ltd. | 561 | Sep 30, 21 | -238.06K | 0.01% |
| First Allied Advisory Services, Inc. | 11.18K | Sep 30, 20 | -1.66K | 0.24% |
| LifePlan Financial Group, Inc | 288 | Sep 30, 20 | -- | 0.01% |
| Stellar Capital Management, LLC | 17.33K | Jun 30, 20 | +686 | 0.36% |
| Squar Milner Financial Services LLC | -- | Mar 31, 20 | -5 | -- |
| Advisor Group, Inc. | 23.37K | Dec 31, 19 | +1.16K | 0.49% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.89K | Dec 31, 19 | +950 | 0.36% |
| MADISON INVESTMENT HOLDINGS INC | 73.70K | Sep 30, 19 | +19.61K | 1.55% |
| Delek Group, Ltd. | 4.68K | Jun 30, 19 | +1.17K | 0.10% |
| Lattice Strategies LLC | 3.20K | Mar 31, 19 | -- | 0.07% |
| Weatherstone Capital Management | 2.11K | Mar 31, 19 | +2.11K | 0.04% |
| AFAM CAPITAL, INC. | -- | Sep 30, 18 | -18.73K | -- |
| Blue Granite Capital, LLC | 4.46K | Dec 31, 17 | -60 | 0.09% |
| Commonwealth Equity Services, Inc | 3.68K | Jun 30, 17 | +3.68K | 0.08% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -11.77K | -- |
| MSI Financial Services Inc | 5.14K | Dec 31, 16 | +2.88K | 0.11% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 600 | Sep 30, 16 | -- | 0.01% |
| ATHERTON LANE ADVISERS, LLC | 120.15K | Dec 31, 15 | +120.15K | 2.53% |
| MANAGED ACCOUNT ADVISORS LLC | 8.53K | Jun 30, 15 | +6.19K | 0.18% |
| BAIRD ROBERT W & CO INC /WI/ | 4.00K | Mar 31, 15 | -- | 0.08% |
| Li Winifred I | 1.20K | Dec 31, 14 | -- | 0.03% |
| UBS AG | 62.89K | Sep 30, 14 | -26.65K | 1.32% |
| MUNDER CAPITAL MANAGEMENT | 750 | Sep 30, 14 | -- | 0.02% |
| Strategic Capital Group LLC | 380 | Jun 30, 14 | +76 | 0.01% |
| Willow Street Advisors LLC | 33.25K | Dec 31, 13 | -1.50K | 0.70% |
| Jane Street Holding, LLC | 19.11K | Dec 31, 13 | -68.94K | 0.40% |
| KNIGHT CAPITAL GROUP LLC | 6.75K | Jun 30, 13 | -72.66K | 0.14% |
| First Allied Securities, Inc. | 243 | Jun 30, 12 | +1 | 0.01% |
| NOLLENBERGER CAPITAL PARTNERS INC | 300 | Dec 31, 10 | -- | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
