Xtrackers International Real Estate ETF(HAUZ)

$22.75—Stale · unknown old

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Xtrackers International Real Estate ETF(HAUZ)

NYSE • Last print unknown ago

$22.75—Stale · unknown old

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HAUZ(HAUZ)

HAUZ

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

Institutional Ownership

Top 155 Institutional Holders

Holder	Shares	Date	Change	% Held
Sixth Street Partners Management Company, L.P.	39.08M	Jun 30, 26	+39.08M	88.84%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	39.08M	Jun 30, 26	+1.47M	88.84%
Bleakley Financial Group, LLC	1.16M	Jun 30, 26	+70.52K	2.64%
AIRE ADVISORS, LLC	342.16K	Jun 30, 26	+28.05K	0.78%
Cetera Investment Advisers	146.54K	Jun 30, 26	+146.54K	0.33%
Clark Capital Management Group, Inc.	125.22K	Jun 30, 26	+125.22K	0.28%
ENVESTNET ASSET MANAGEMENT INC	89.61K	Jun 30, 26	+89.61K	0.20%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	84.54K	Jun 30, 26	-3.80K	0.19%
SENTINEL TRUST CO LBA	78.30K	Jun 30, 26	+78.30K	0.18%
ADVISOR GROUP HOLDINGS, INC.	74.55K	Jun 30, 26	+1.73K	0.17%
LPL Financial LLC	65.21K	Jun 30, 26	+26.52K	0.15%
AMERICAN FINANCIAL & TAX STRATEGIES INC	45.36K	Jun 30, 26	+1.45K	0.10%
Brinker Capital Investments, LLC	41.30K	Jun 30, 26	+4.40K	0.09%
JANE STREET GROUP, LLC	26.56K	Jun 30, 26	-73.90K	0.06%
Cerity Partners LLC	24.40K	Jun 30, 26	+13.33K	0.06%
HRT FINANCIAL LP	24.20K	Jun 30, 26	+24.20K	0.06%
Betterment LLC	23.86K	Jun 30, 26	-16.39K	0.05%
AlphaCore Capital LLC	22.14K	Jun 30, 26	+21.92K	0.05%
CI Private Wealth, LLC	20.60K	Jun 30, 26	-116.24K	0.05%
Creative Planning	19.80K	Jun 30, 26	+1.10K	0.04%
Quantinno Capital Management LP	17.93K	Jun 30, 26	+6.12K	0.04%
Mariner, LLC	16.44K	Jun 30, 26	+16.44K	0.04%
Nuveen, LLC	15.54K	Jun 30, 26	+15.54K	0.04%
Brand Asset Management Group, Inc.	15.52K	Jun 30, 26	-311	0.04%
AQR CAPITAL MANAGEMENT LLC	13.04K	Jun 30, 26	+13.04K	0.03%
Colony Group, LLC	12.85K	Jun 30, 26	+2.43K	0.03%
Ellis Investment Partners, LLC	12.27K	Jun 30, 26	+176	0.03%
Virtu Financial LLC	11.33K	Jun 30, 26	+11.33K	0.03%
PARK AVENUE SECURITIES LLC	11.30K	Jun 30, 26	+11.30K	0.03%
Strategic Financial Planning, Inc.	11.18K	Jun 30, 26	-9.10K	0.03%
PRINCIPAL SECURITIES, INC.	10.84K	Jun 30, 26	+10.84K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	10.10K	Jun 30, 26	-708	0.02%
Ancora Advisors, LLC	10.00K	Jun 30, 26	-40.82K	0.02%
Ariadne Wealth Management, LP	10.00K	Jun 30, 26	--	0.02%
FMR LLC	8.38K	Jun 30, 26	+2.61K	0.02%
BlackRock, Inc.	4.82K	Jun 30, 26	+168	0.01%
MORGAN STANLEY	3.40K	Jun 30, 26	+1.55K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.16K	Jun 30, 26	+896	0.01%
Farther Finance Advisors, LLC	1.20K	Jun 30, 26	+732	0.00%
Aptus Capital Advisors, LLC	1.20K	Jun 30, 26	+289	0.00%
ROYAL BANK OF CANADA	1.10K	Jun 30, 26	+168	0.00%
Allworth Financial LP	1.02K	Jun 30, 26	+717	0.00%
CoreCap Advisors, LLC	967	Jun 30, 26	-1.70K	0.00%
US BANCORP \DE\	962	Jun 30, 26	-95	0.00%
Parallel Advisors, LLC	812	Jun 30, 26	+503	0.00%
Global Retirement Partners, LLC	784	Jun 30, 26	+784	0.00%
JONES FINANCIAL COMPANIES LLLP	780	Jun 30, 26	+692	0.00%
Brooklyn FI, LLC	738	Jun 30, 26	+738	0.00%
WELLS FARGO & COMPANY/MN	684	Jun 30, 26	-101	0.00%
1620 INVESTMENT ADVISORS, INC.	681	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	550	Jun 30, 26	-4	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	524	Jun 30, 26	-37	0.00%
Integrated Wealth Concepts LLC	501	Jun 30, 26	+501	0.00%
UBS Group AG	404	Jun 30, 26	-140	0.00%
AE Wealth Management LLC	395	Jun 30, 26	+114	0.00%
BROWN BROTHERS HARRIMAN & CO	389	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	298	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	274	Jun 30, 26	+274	0.00%
Crewe Advisors LLC	270	Jun 30, 26	--	0.00%
IFP Advisors, Inc	259	Jun 30, 26	-12	0.00%
Lodestone Wealth Management LLC	251	Jun 30, 26	-16	0.00%
Atlantic Union Bankshares Corp	213	Jun 30, 26	+213	0.00%
Tidemark, LLC	195	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	156	Jun 30, 26	-7	0.00%
MCF Advisors LLC	149	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	146	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	143	Jun 30, 26	-463	0.00%
Key FInancial Inc	123	Jun 30, 26	+4	0.00%
Cordant, Inc.	108	Jun 30, 26	+108	0.00%
PIN OAK INVESTMENT ADVISORS INC	96	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	91	Jun 30, 26	+91	0.00%
CrossGen Wealth, LLC	91	Jun 30, 26	+91	0.00%
Clearstead Advisors, LLC	85	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	80	Jun 30, 26	+80	0.00%
Abound Wealth Management	76	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	74	Jun 30, 26	+74	0.00%
Larson Financial Group LLC	61	Jun 30, 26	+1	0.00%
Addison Advisors LLC	58	Jun 30, 26	+58	0.00%
Downshift Financial, LLC	55	Jun 30, 26	+55	0.00%
ASSETMARK, INC	54	Jun 30, 26	-169	0.00%
PFS Partners, LLC	49	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	43	Jun 30, 26	-86	0.00%
PRIVATE TRUST CO NA	42	Jun 30, 26	+42	0.00%
HANTZ FINANCIAL SERVICES, INC.	39	Jun 30, 26	--	0.00%
CITIGROUP INC	38	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	35	Jun 30, 26	+6	0.00%
Capital Analysts, LLC	33	Jun 30, 26	-92	0.00%
HARBOUR INVESTMENTS, INC.	33	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	32	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	32	Jun 30, 26	+32	0.00%
Glass Jacobson Investment Advisors llc	31	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	31	Jun 30, 26	+31	0.00%
Ameritas Investment Partners, Inc.	30	Jun 30, 26	+30	0.00%
True Wealth Design, LLC	25	Jun 30, 26	+25	0.00%
HIGHLINE WEALTH PARTNERS LLC	24	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	22	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	19	Jun 30, 26	--	0.00%
Solstein Capital, LLC	19	Jun 30, 26	--	0.00%
Investors Research Corp	19	Jun 30, 26	--	0.00%
Frazier Financial Advisors, LLC	18	Jun 30, 26	+1	0.00%
SIGNATUREFD, LLC	17	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	17	Jun 30, 26	--	0.00%
CVA Family Office, LLC	14	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	10	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	10	Jun 30, 26	+10	0.00%
Ashton Thomas Private Wealth, LLC	7	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	7	Jun 30, 26	-1	0.00%
Continuum Advisory, LLC	7	Jun 30, 26	+7	0.00%
Mosley Wealth Management	6	Jun 30, 26	+6	0.00%
Smartleaf Asset Management LLC	4	Jun 30, 26	--	0.00%
Valued Wealth Advisors LLC	3	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	2	Jun 30, 26	--	0.00%
HM PAYSON & CO	2	Jun 30, 26	--	0.00%
Activest Wealth Management	1	Jun 30, 26	--	0.00%
Portus Wealth Advisors, LLC	--	Jun 30, 26	-17	--
KELLEHER FINANCIAL ADVISORS	--	Jun 30, 26	-8	--
Burk Holdings LLC	--	Jun 30, 26	-485	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-112	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-10.23K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-28.90K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-17	--
Creative Capital Management Investments LLC	--	Jun 30, 26	-1	--
Key Capital Management, INC	--	Jun 30, 26	-48	--
MAI Capital Management	--	Jun 30, 26	-1.16K	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-19	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.96K	--
Advisory Services Network, LLC	--	Jun 30, 26	-514	--
Synergy Investment Management, LLC	--	Jun 30, 26	-238	--
NewEdge Advisors, LLC	--	Jun 30, 26	-1.00K	--
Rockefeller Capital Management L.P.	--	Jun 30, 26	-58	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-183	--
First Pacific Financial	--	Jun 30, 26	-21	--
Kozak & Associates, Inc.	--	Jun 30, 26	-1	--
Skopos Labs, Inc.	10.18K	Mar 31, 26	-10	0.02%
CWM, LLC	756	Mar 31, 26	-244	0.00%
Sunbelt Securities, Inc.	23	Mar 31, 26	+22	0.00%
CIBC Private Wealth Group, LLC	4	Dec 31, 25	-226	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-234	--
Iron Horse Wealth Management, LLC	251	Jun 30, 25	--	0.00%
First Horizon Advisors, Inc.	--	Jun 30, 25	-47	--
NORTHWEST INVESTMENT COUNSELORS, LLC	60	Sep 30, 24	+60	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-257	--
BlackRock Inc.	--	Jun 30, 24	-5	--
Charles Schwab Investment Advisory, Inc.	29.76M	Mar 31, 24	+966.21K	67.64%
Retirement Group, LLC	12	Mar 31, 24	--	0.00%
Bartlett & Co. LLC	52	Dec 31, 23	--	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-4	--
Sargent Bickham Lagudis LLC	30	Dec 31, 22	+30	0.00%
American Portfolios Advisors	2	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	--	Sep 30, 22	-34	--
RITTER DANIHER FINANCIAL ADVISORY LLC	--	Mar 31, 22	-14	--
REILLY FINANCIAL ADVISORS, LLC	--	Dec 31, 21	-152	--
Filbrandt Wealth Management, LLC	--	Sep 30, 21	-2	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	141	Dec 31, 19	-1	0.00%
MANAGED ACCOUNT ADVISORS LLC	856	Jun 30, 15	+856	0.00%

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Holder

Date

Change

% Held

Sixth Street Partners Management Company, L.P.

39.08M

Jun 30, 26

+39.08M

88.84%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

39.08M

Jun 30, 26

+1.47M

88.84%

Bleakley Financial Group, LLC

1.16M

Jun 30, 26

+70.52K

2.64%

AIRE ADVISORS, LLC

342.16K

Jun 30, 26

+28.05K

0.78%

Cetera Investment Advisers

146.54K

Jun 30, 26

+146.54K

0.33%

Clark Capital Management Group, Inc.

125.22K

Jun 30, 26

+125.22K

0.28%

ENVESTNET ASSET MANAGEMENT INC

89.61K

Jun 30, 26

+89.61K

0.20%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

84.54K

Jun 30, 26

-3.80K

0.19%

SENTINEL TRUST CO LBA

78.30K

Jun 30, 26

+78.30K

0.18%

ADVISOR GROUP HOLDINGS, INC.

74.55K

Jun 30, 26

+1.73K

0.17%

LPL Financial LLC

65.21K

Jun 30, 26

+26.52K

0.15%

AMERICAN FINANCIAL & TAX STRATEGIES INC

45.36K

Jun 30, 26

+1.45K

0.10%

Brinker Capital Investments, LLC

41.30K

Jun 30, 26

+4.40K

0.09%

JANE STREET GROUP, LLC

26.56K

Jun 30, 26

-73.90K

0.06%

Cerity Partners LLC

24.40K

Jun 30, 26

+13.33K

0.06%

HRT FINANCIAL LP

24.20K

Jun 30, 26

+24.20K

0.06%

Betterment LLC

23.86K

Jun 30, 26

-16.39K

0.05%

AlphaCore Capital LLC

22.14K

Jun 30, 26

+21.92K

0.05%

CI Private Wealth, LLC

20.60K

Jun 30, 26

-116.24K

0.05%

Creative Planning

19.80K

Jun 30, 26

+1.10K

0.04%

Quantinno Capital Management LP

17.93K

Jun 30, 26

+6.12K

0.04%

Mariner, LLC

16.44K

Jun 30, 26

+16.44K

0.04%

Nuveen, LLC

15.54K

Jun 30, 26

+15.54K

0.04%

Brand Asset Management Group, Inc.

15.52K

Jun 30, 26

-311

0.04%

AQR CAPITAL MANAGEMENT LLC

13.04K

Jun 30, 26

+13.04K

0.03%

Colony Group, LLC

12.85K

Jun 30, 26

+2.43K

0.03%

Ellis Investment Partners, LLC

12.27K

Jun 30, 26

+176

0.03%

Virtu Financial LLC

11.33K

Jun 30, 26

+11.33K

0.03%

PARK AVENUE SECURITIES LLC

11.30K

Jun 30, 26

+11.30K

0.03%

Strategic Financial Planning, Inc.

11.18K

Jun 30, 26

-9.10K

0.03%

PRINCIPAL SECURITIES, INC.

10.84K

Jun 30, 26

+10.84K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

10.10K

Jun 30, 26

-708

0.02%

Ancora Advisors, LLC

10.00K

Jun 30, 26

-40.82K

0.02%

Ariadne Wealth Management, LP

10.00K

Jun 30, 26

0.02%

FMR LLC

8.38K

Jun 30, 26

+2.61K

0.02%

BlackRock, Inc.

4.82K

Jun 30, 26

+168

0.01%

MORGAN STANLEY

3.40K

Jun 30, 26

+1.55K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.16K

Jun 30, 26

+896

0.01%

Farther Finance Advisors, LLC

1.20K

Jun 30, 26

+732

0.00%

Aptus Capital Advisors, LLC

1.20K

Jun 30, 26

+289

0.00%

ROYAL BANK OF CANADA

1.10K

Jun 30, 26

+168

0.00%

Allworth Financial LP

1.02K

Jun 30, 26

+717

0.00%

CoreCap Advisors, LLC

967

Jun 30, 26

-1.70K

0.00%

US BANCORP \DE\

962

Jun 30, 26

-95

0.00%

Parallel Advisors, LLC

812

Jun 30, 26

+503

0.00%

Global Retirement Partners, LLC

784

Jun 30, 26

+784

0.00%

JONES FINANCIAL COMPANIES LLLP

780

Jun 30, 26

+692

0.00%

Brooklyn FI, LLC

738

Jun 30, 26

+738

0.00%

WELLS FARGO & COMPANY/MN

684

Jun 30, 26

-101

0.00%

1620 INVESTMENT ADVISORS, INC.

681

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

550

Jun 30, 26

-4

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

524

Jun 30, 26

-37

0.00%

Integrated Wealth Concepts LLC

501

Jun 30, 26

+501

0.00%

UBS Group AG

404

Jun 30, 26

-140

0.00%

AE Wealth Management LLC

395

Jun 30, 26

+114

0.00%

BROWN BROTHERS HARRIMAN & CO

389

Jun 30, 26

0.00%

Dunhill Financial, LLC

298

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

274

Jun 30, 26

+274

0.00%

Crewe Advisors LLC

270

Jun 30, 26

0.00%

IFP Advisors, Inc

259

Jun 30, 26

-12

0.00%

Lodestone Wealth Management LLC

251

Jun 30, 26

-16

0.00%

Atlantic Union Bankshares Corp

213

Jun 30, 26

+213

0.00%

Tidemark, LLC

195

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

156

Jun 30, 26

-7

0.00%

MCF Advisors LLC

149

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

146

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

143

Jun 30, 26

-463

0.00%

Key FInancial Inc

123

Jun 30, 26

0.00%

Cordant, Inc.

108

Jun 30, 26

+108

0.00%

PIN OAK INVESTMENT ADVISORS INC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+91

0.00%

CrossGen Wealth, LLC

Jun 30, 26

+91

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

+80

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

Signature Equity Partners, LLC

Jun 30, 26

+74

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Addison Advisors LLC

Jun 30, 26

+58

0.00%

Downshift Financial, LLC

Jun 30, 26

+55

0.00%

ASSETMARK, INC

Jun 30, 26

-169

0.00%

PFS Partners, LLC

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-86

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

+42

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

0.00%

Capital Analysts, LLC

Jun 30, 26

-92

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

+32

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

BESSEMER GROUP INC

Jun 30, 26

+31

0.00%

Ameritas Investment Partners, Inc.

Jun 30, 26

+30

0.00%

True Wealth Design, LLC

Jun 30, 26

+25

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

0.00%

Solstein Capital, LLC

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

CVA Family Office, LLC

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

0.00%

CENTRAL TRUST Co

Jun 30, 26

+10

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

-1

0.00%

Continuum Advisory, LLC

Jun 30, 26

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

0.00%

HM PAYSON & CO

Jun 30, 26

0.00%

Activest Wealth Management

Jun 30, 26

0.00%

Portus Wealth Advisors, LLC

Jun 30, 26

-17

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-8

Burk Holdings LLC

Jun 30, 26

-485

Ronald Blue Trust, Inc.

Jun 30, 26

-112

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-10.23K

CITADEL ADVISORS LLC

Jun 30, 26

-28.90K

AdvisorNet Financial, Inc

Jun 30, 26

-17

Creative Capital Management Investments LLC

Jun 30, 26

-1

Key Capital Management, INC

Jun 30, 26

-48

MAI Capital Management

Jun 30, 26

-1.16K

GHP Investment Advisors, Inc.

Jun 30, 26

-19

Root Financial Partners, LLC

Jun 30, 26

-1.96K

Advisory Services Network, LLC

Jun 30, 26

-514

Synergy Investment Management, LLC

Jun 30, 26

-238

NewEdge Advisors, LLC

Jun 30, 26

-1.00K

Rockefeller Capital Management L.P.

Jun 30, 26

-58

JPMORGAN CHASE & CO

Jun 30, 26

-183

First Pacific Financial

Jun 30, 26

-21

Kozak & Associates, Inc.

Jun 30, 26

-1

Skopos Labs, Inc.

10.18K

Mar 31, 26

-10

0.02%

CWM, LLC

756

Mar 31, 26

-244

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

+22

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

-226

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-234

Iron Horse Wealth Management, LLC

251

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

-47

NORTHWEST INVESTMENT COUNSELORS, LLC

Sep 30, 24

+60

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-257

BlackRock Inc.

Jun 30, 24

-5

Charles Schwab Investment Advisory, Inc.

29.76M

Mar 31, 24

+966.21K

67.64%

Retirement Group, LLC

Mar 31, 24

0.00%

Bartlett & Co. LLC

Dec 31, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-4

Sargent Bickham Lagudis LLC

Dec 31, 22

+30

0.00%

American Portfolios Advisors

Sep 30, 22

0.00%

Strategic Asset Management, LLC

Sep 30, 22

-34

RITTER DANIHER FINANCIAL ADVISORY LLC

Mar 31, 22

-14

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-152

Filbrandt Wealth Management, LLC

Sep 30, 21

-2

LADENBURG THALMANN FINANCIAL SERVICES INC.

141

Dec 31, 19

-1

0.00%

MANAGED ACCOUNT ADVISORS LLC

856

Jun 30, 15

+856

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