Harbor Commodity All-Weather Fund(HGER)

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Harbor Commodity All-Weather Fund(HGER)

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HGER(HGER)

HGER

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

Institutional Ownership

Top 219 Institutional Holders

Holder	Shares	Date	Change	% Held
INSPIRION WEALTH ADVISORS, LLC	684.47K	Jun 30, 26	+21.35K	2.87%
PRIVATE CLIENT SERVICES, LLC	347.56K	Jun 30, 26	+347.56K	1.46%
HARBOR INVESTMENT ADVISORY, LLC	74.49K	Jun 30, 26	-3.44K	0.31%
EASTERN BANK	8.40K	Jun 30, 26	+940	0.04%
Ballew Advisors, Inc	7.58K	Jun 30, 26	+7.58K	0.03%
BURKETT FINANCIAL SERVICES, LLC	--	Jun 30, 26	-218	--
WELLS FARGO & COMPANY/MN	17.49M	Mar 31, 26	+3.33M	73.35%
BANK OF AMERICA CORP /DE/	10.49M	Mar 31, 26	+6.63M	44.01%
JPMORGAN CHASE & CO	9.82M	Mar 31, 26	+9.82M	41.19%
GREAT LAKES ADVISORS, LLC	3.83M	Mar 31, 26	+1.16M	16.08%
3EDGE Asset Management, LP	3.35M	Mar 31, 26	-1.29M	14.05%
LPL Financial LLC	2.84M	Mar 31, 26	+1.21M	11.93%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.43M	Mar 31, 26	+891.91K	10.21%
RAYMOND JAMES FINANCIAL INC	2.24M	Mar 31, 26	+482.43K	9.39%
HighTower Advisors, LLC	1.25M	Mar 31, 26	+619.18K	5.24%
New Harbor Financial Group, LLC	1.23M	Mar 31, 26	+49.63K	5.15%
Private Advisor Group, LLC	1.15M	Mar 31, 26	-145.15K	4.84%
ASSETMARK, INC	1.04M	Mar 31, 26	+176.61K	4.37%
Horizon Advisory Services, Inc.	978.27K	Mar 31, 26	-206.94K	4.10%
COMMONWEALTH EQUITY SERVICES, LLC	933.47K	Mar 31, 26	+30.34K	3.92%
Sowa Financial Group, Inc.	780.37K	Mar 31, 26	+217.82K	3.27%
CENTRAL TRUST Co	749.15K	Mar 31, 26	+170.43K	3.14%
Aprio Wealth Management, LLC	622.81K	Mar 31, 26	+24.33K	2.61%
ROYAL BANK OF CANADA	581.15K	Mar 31, 26	+133.52K	2.44%
Ellsworth Advisors, LLC	577.28K	Mar 31, 26	+51.95K	2.42%
Advisor OS, LLC	573.73K	Mar 31, 26	+550.87K	2.41%
MJP ASSOCIATES INC /ADV	487.52K	Mar 31, 26	+487.52K	2.04%
Sanctuary Advisors, LLC	475.85K	Mar 31, 26	+118.84K	2.00%
WIN ADVISORS, INC	469.07K	Mar 31, 26	+469.07K	1.97%
Cambridge Investment Research Advisors, Inc.	453.95K	Mar 31, 26	-97.20K	1.90%
Atomi Financial Group, Inc.	379.96K	Mar 31, 26	+6.87K	1.59%
Janney Montgomery Scott LLC	371.56K	Mar 31, 26	+10.05K	1.56%
Mariner, LLC	364.65K	Mar 31, 26	+150.20K	1.53%
OPPENHEIMER & CO INC	337.54K	Mar 31, 26	+4.10K	1.42%
Ronald Blue Trust, Inc.	332.26K	Mar 31, 26	+332.26K	1.39%
Resonant Capital Advisors, LLC	324.75K	Mar 31, 26	+324.75K	1.36%
Stratos Wealth Partners, LTD.	324.51K	Mar 31, 26	+42.65K	1.36%
NORTHCAPE WEALTH MANAGEMENT, LLC	316.67K	Mar 31, 26	+89.18K	1.33%
ENVESTNET ASSET MANAGEMENT INC	304.77K	Mar 31, 26	+68.63K	1.28%
Csenge Advisory Group	297.74K	Mar 31, 26	-50.09K	1.25%
Cetera Investment Advisers	296.77K	Mar 31, 26	+55.24K	1.24%
Ethos Financial Group, LLC	293.57K	Mar 31, 26	+38.88K	1.23%
Great Diamond Partners, LLC	282.22K	Mar 31, 26	+282.22K	1.18%
Guided Capital Wealth Management, LLC	249.88K	Mar 31, 26	+249.88K	1.05%
Concurrent Investment Advisors, LLC	240.71K	Mar 31, 26	+240.71K	1.01%
MBL Wealth, LLC	238.34K	Mar 31, 26	+25.83K	1.00%
tru Independence LLC	231.52K	Mar 31, 26	-31.43K	0.97%
Weil Company, Inc.	231.13K	Mar 31, 26	+84.49K	0.97%
MML INVESTORS SERVICES, LLC	223.09K	Mar 31, 26	+63.39K	0.94%
Vident Advisory, LLC	220.26K	Mar 31, 26	-171.84K	0.92%
NVWM, LLC	212.26K	Mar 31, 26	+71.52K	0.89%
TWIN FOCUS CAPITAL PARTNERS, LLC	209.58K	Mar 31, 26	+102.74K	0.88%
GREAT VALLEY ADVISOR GROUP, INC.	200.38K	Mar 31, 26	+15.58K	0.84%
Archford Capital Strategies, LLC	195.61K	Mar 31, 26	+195.61K	0.82%
Proactive Wealth Strategies LLC	189.64K	Mar 31, 26	+112.43K	0.80%
Beta Wealth Group, Inc.	188.12K	Mar 31, 26	+2.10K	0.79%
Steward Partners Investment Advisory, LLC	174.80K	Mar 31, 26	+22.92K	0.73%
VestGen Advisors, LLC	174.70K	Mar 31, 26	+151.38K	0.73%
ADVISOR GROUP HOLDINGS, INC.	174.48K	Mar 31, 26	+23.58K	0.73%
WILEY BROS.-AINTREE CAPITAL, LLC	172.46K	Mar 31, 26	+147.93K	0.72%
D L CARLSON INVESTMENT GROUP INC	166.05K	Mar 31, 26	+166.05K	0.70%
Perennial Investment Advisors, LLC	162.43K	Mar 31, 26	+3.31K	0.68%
Empire Financial Management Company, LLC	152.45K	Mar 31, 26	+2.44K	0.64%
SFG Wealth Management, LLC.	147.92K	Mar 31, 26	+34.64K	0.62%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	145.82K	Mar 31, 26	-24.45K	0.61%
Bennett Associates Wealth Management	142.16K	Mar 31, 26	+3.96K	0.60%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	140.59K	Mar 31, 26	+140.59K	0.59%
JANE STREET GROUP, LLC	136.44K	Mar 31, 26	+136.44K	0.57%
AXXCESS WEALTH MANAGEMENT, LLC	134.76K	Mar 31, 26	+21.01K	0.57%
Kestra Advisory Services, LLC	134.17K	Mar 31, 26	+118.75K	0.56%
Atria Investments, Inc	130.72K	Mar 31, 26	+105.63K	0.55%
Twelve Points Wealth Management LLC	130.06K	Mar 31, 26	+11.58K	0.55%
TRUIST FINANCIAL CORP	129.89K	Mar 31, 26	-3.00K	0.54%
Echo45 Advisors LLC	126.04K	Mar 31, 26	-1.36K	0.53%
Platform Technology Partners	121.02K	Mar 31, 26	+14.83K	0.51%
Elevation Capital Advisory, LLC	118.96K	Mar 31, 26	+118.96K	0.50%
CHANNEL WEALTH LLC	118.40K	Mar 31, 26	-40.63K	0.50%
NOMURA ASSET MANAGEMENT CO LTD	107.00K	Mar 31, 26	+94.90K	0.45%
PLANWISER FINANCIAL, LLC	101.62K	Mar 31, 26	-35.00K	0.43%
Portside Wealth Group, LLC	96.47K	Mar 31, 26	-33.39K	0.40%
IFP Advisors, Inc	92.51K	Mar 31, 26	+29.94K	0.39%
MONECO Advisors, LLC	92.46K	Mar 31, 26	+4.74K	0.39%
OneAscent Financial Services LLC	91.89K	Mar 31, 26	+20.18K	0.39%
Financial Services Advisory Inc	90.97K	Mar 31, 26	+1.22K	0.38%
CARY STREET PARTNERS FINANCIAL LLC	89.77K	Mar 31, 26	+40.02K	0.38%
Merit Financial Group, LLC	89.52K	Mar 31, 26	+1.31K	0.38%
PCG Wealth Advisors, LLC	85.99K	Mar 31, 26	+85.99K	0.36%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	84.87K	Mar 31, 26	-74.08K	0.36%
Alliance Wealth Advisors, LLC /UT	79.84K	Mar 31, 26	-56.62K	0.33%
HARBOR INVESTMENT ADVISORY, LLC	77.93K	Mar 31, 26	+5.01K	0.33%
Coastal Bridge Advisors, LLC	75.68K	Mar 31, 26	+49.59K	0.32%
COURIER CAPITAL LLC	71.38K	Mar 31, 26	+5.04K	0.30%
SILVER OAK SECURITIES, INCORPORATED	71.36K	Mar 31, 26	+71.36K	0.30%
CERTIOR FINANCIAL GROUP, LLC	70.09K	Mar 31, 26	-28.06K	0.29%
Baird Financial Group, Inc.	65.63K	Mar 31, 26	+44.92K	0.28%
Kathmere Capital Management, LLC	65.39K	Mar 31, 26	+12.09K	0.27%
Pensionmark Financial Group, LLC	64.07K	Mar 31, 26	+8.24K	0.27%
EXCHANGE TRADED CONCEPTS, LLC	60.79K	Mar 31, 26	-2.97K	0.25%
Vise Technologies, Inc.	59.93K	Mar 31, 26	--	0.25%
Gateway Wealth Partners, LLC	59.30K	Mar 31, 26	+59.30K	0.25%
AE Wealth Management LLC	57.64K	Mar 31, 26	+57.64K	0.24%
GENESIS PRIVATE WEALTH, LLC	56.69K	Mar 31, 26	+87	0.24%
Cerity Partners LLC	54.45K	Mar 31, 26	-28.97K	0.23%
Richmond Investment Services, LLC	53.16K	Mar 31, 26	+53.16K	0.22%
Synergy Asset Management, LLC	49.81K	Mar 31, 26	+49.81K	0.21%
Per Stirling Capital Management, LLC.	47.99K	Mar 31, 26	+47.99K	0.20%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	43.60K	Mar 31, 26	+43.60K	0.18%
Marshall & Sterling Wealth Advisors Inc.	41.73K	Mar 31, 26	+41.73K	0.18%
IHT Wealth Management, LLC	41.68K	Mar 31, 26	+356	0.17%
Ackerman Capital Advisors, LLC	40.24K	Mar 31, 26	+2.94K	0.17%
Bank of New York Mellon Corp	40.11K	Mar 31, 26	+17.45K	0.17%
Cyndeo Wealth Partners, LLC	39.39K	Mar 31, 26	+2.59K	0.17%
FIFTH THIRD BANCORP	36.64K	Mar 31, 26	+36.64K	0.15%
Advisory Services Network, LLC	35.02K	Mar 31, 26	+35.02K	0.15%
HM PAYSON & CO	34.59K	Mar 31, 26	-5.41K	0.15%
VICUS CAPITAL	34.18K	Mar 31, 26	+1.79K	0.14%
LAKE STREET FINANCIAL LLC	32.45K	Mar 31, 26	+1.50K	0.14%
Arkadios Wealth Advisors	32.44K	Mar 31, 26	+1.61K	0.14%
SK Wealth Management, LLC	32.19K	Mar 31, 26	+1.93K	0.13%
Wallace Advisory Group, LLC	31.92K	Mar 31, 26	-10.95K	0.13%
CI Private Wealth, LLC	30.35K	Mar 31, 26	-3.12K	0.13%
Meridian Wealth Management, LLC	30.14K	Mar 31, 26	+2.49K	0.13%
Outlook Wealth Advisors, LLC	29.54K	Mar 31, 26	+10.52K	0.12%
FLOW TRADERS U.S. LLC	29.39K	Mar 31, 26	+29.39K	0.12%
Hershey Financial Advisers, LLC	27.72K	Mar 31, 26	+27.72K	0.12%
STAR Financial Bank	27.31K	Mar 31, 26	+8.80K	0.11%
OneAscent Family Office, LLC	26.48K	Mar 31, 26	-2.02K	0.11%
GREENWOOD CAPITAL ASSOCIATES LLC	26.42K	Mar 31, 26	+4.82K	0.11%
SHEETS SMITH WEALTH MANAGEMENT	26.07K	Mar 31, 26	-450	0.11%
Darden Wealth Group Inc	23.68K	Mar 31, 26	+23.68K	0.10%
Integrated Wealth Concepts LLC	23.07K	Mar 31, 26	+23.07K	0.10%
OneAscent Wealth Management LLC	22.78K	Mar 31, 26	-1.99K	0.10%
Worth Asset Management, LLC	22.57K	Mar 31, 26	+8.60K	0.09%
JT Stratford LLC	22.46K	Mar 31, 26	+22.46K	0.09%
MORGAN STANLEY	21.32K	Mar 31, 26	+6.24K	0.09%
Qube Research & Technologies Ltd	20.96K	Mar 31, 26	+20.96K	0.09%
Matrix Trust Co	20.44K	Mar 31, 26	-23.01K	0.09%
CreativeOne Wealth, LLC	19.33K	Mar 31, 26	+917	0.08%
Presidio Capital Management, LLC	19.31K	Mar 31, 26	+102	0.08%
KWB Wealth	19.16K	Mar 31, 26	-409	0.08%
Farther Finance Advisors, LLC	18.50K	Mar 31, 26	+18.33K	0.08%
Almanack Investment Partners, LLC.	17.00K	Mar 31, 26	+17.00K	0.07%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	16.74K	Mar 31, 26	+16.74K	0.07%
WHITTIER TRUST CO	16.64K	Mar 31, 26	+16.64K	0.07%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	16.57K	Mar 31, 26	+16.57K	0.07%
Financial Network Wealth Advisors LLC	16.32K	Mar 31, 26	-4.38K	0.07%
LEVEL FOUR ADVISORY SERVICES, LLC	16.23K	Mar 31, 26	+197	0.07%
Advisory Alpha, LLC	16.20K	Mar 31, 26	-2	0.07%
Fragasso Group Inc.	16.16K	Mar 31, 26	+16.16K	0.07%
Visionary Wealth Advisors	16.14K	Mar 31, 26	-54.88K	0.07%
Prosperity Consulting Group, LLC	15.19K	Mar 31, 26	-9.30K	0.06%
NORDEN GROUP LLC	15.14K	Mar 31, 26	-9.39K	0.06%
Rossby Financial, LCC	15.07K	Mar 31, 26	+15.07K	0.06%
FINANCIAL MANAGEMENT NETWORK INC	14.57K	Mar 31, 26	-1.85K	0.06%
DIVERSIFY WEALTH MANAGEMENT, LLC	13.75K	Mar 31, 26	+13.75K	0.06%
Belpointe Asset Management LLC	13.61K	Mar 31, 26	+13.61K	0.06%
PFG Investments, LLC	13.24K	Mar 31, 26	+3.22K	0.06%
NewEdge Wealth, LLC	13.23K	Mar 31, 26	--	0.06%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	13.11K	Mar 31, 26	+13.11K	0.05%
4J Wealth Management LLC	11.79K	Mar 31, 26	+1.63K	0.05%
Gibbs Wealth Management	11.69K	Mar 31, 26	-1.63K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	10.63K	Mar 31, 26	+1.63K	0.04%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10.44K	Mar 31, 26	+2.37K	0.04%
Trajan Wealth LLC	9.95K	Mar 31, 26	-380	0.04%
MGO ONE SEVEN LLC	8.44K	Mar 31, 26	+8.44K	0.04%
Harvest Investment Services, LLC	8.44K	Mar 31, 26	-5.08K	0.04%
Family Office Research LLC	8.20K	Mar 31, 26	+8.20K	0.03%
Eagle Strategies LLC	8.06K	Mar 31, 26	+8.06K	0.03%
REGIMEN WEALTH, LLC	6.90K	Mar 31, 26	-2.60K	0.03%
Western Wealth Management, LLC	5.47K	Mar 31, 26	+5.47K	0.02%
Synergy Investment Management, LLC	4.74K	Mar 31, 26	+4.74K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.09K	Mar 31, 26	--	0.02%
Capital Analysts, LLC	3.18K	Mar 31, 26	-104	0.01%
HARBOUR INVESTMENTS, INC.	3.08K	Mar 31, 26	--	0.01%
Atlantic Union Bankshares Corp	2.98K	Mar 31, 26	--	0.01%
US BANCORP \DE\	2.97K	Mar 31, 26	+2.55K	0.01%
MAI Capital Management	2.32K	Mar 31, 26	+1.87K	0.01%
Worth Financial Advisory Group, LLC	1.75K	Mar 31, 26	-39.18K	0.01%
BlackRock, Inc.	1.69K	Mar 31, 26	+1.03K	0.01%
Westside Investment Management, Inc.	1.30K	Mar 31, 26	+1.30K	0.01%
MATHER GROUP, LLC.	1.21K	Mar 31, 26	+1.21K	0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	777	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	650	Mar 31, 26	+650	0.00%
NewEdge Advisors, LLC	500	Mar 31, 26	-328	0.00%
OLD SECOND NATIONAL BANK OF AURORA	455	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	330	Mar 31, 26	+330	0.00%
Lloyd Advisory Services, LLC.	330	Mar 31, 26	+330	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	165	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	165	Mar 31, 26	+165	0.00%
JNBA Financial Advisors	36	Mar 31, 26	+36	0.00%
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-1.12K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-14.36K	--
Palouse Capital Management, Inc.	--	Mar 31, 26	-183	--
Johnson Financial Group, Inc.	--	Mar 31, 26	-75	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-116	--
Mowery & Schoenfeld Wealth Management, LLC	--	Mar 31, 26	-101	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-140	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-588	--
Avestar Capital, LLC	--	Mar 31, 26	-57.32K	--
Econ Financial Services Corp	--	Mar 31, 26	-136.02K	--
Creative Capital Management Investments LLC	--	Mar 31, 26	-677	--
UBS Group AG	--	Mar 31, 26	-289	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-67.51K	--
SILVERCREST ASSET MANAGEMENT GROUP LLC	--	Mar 31, 26	-13.89K	--
COMERICA BANK	31.46K	Dec 31, 25	+13.00K	0.13%
CIBC Private Wealth Group, LLC	14.00K	Dec 31, 25	-431	0.06%
Global Retirement Partners, LLC	5.95K	Dec 31, 25	-6.55K	0.02%
Litman Gregory Wealth Management LLC	1.99K	Dec 31, 25	+1.99K	0.01%
SYNOVUS FINANCIAL CORP	1.20M	Sep 30, 25	+72.34K	5.05%
Sagard Holdings Management Inc.	26.24K	Sep 30, 25	-121.22K	0.11%
IronOak Wealth LLC.	61.62K	Jun 30, 25	+61.62K	0.26%
Centricity Wealth Management, LLC	847	Jun 30, 25	+847	0.00%
GRAYHAWK INVESTMENT STRATEGIES INC.	162.78K	Mar 31, 25	-28.45K	0.68%
Sandy Spring Bank	2.98K	Mar 31, 25	+250	0.01%
CAROLINAS WEALTH CONSULTING LLC	515	Mar 31, 25	+12	0.00%
Edge Capital Group, LLC	13.23K	Dec 31, 24	--	0.06%
RAYMOND JAMES & ASSOCIATES	302.64K	Sep 30, 24	+6.33K	1.27%
Raymond James Financial Services Advisors, Inc.	116.58K	Sep 30, 24	-19.54K	0.49%
Retirement Group, LLC	--	Mar 31, 24	-700	--

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Holder

Date

Change

% Held

INSPIRION WEALTH ADVISORS, LLC

684.47K

Jun 30, 26

+21.35K

2.87%

PRIVATE CLIENT SERVICES, LLC

347.56K

Jun 30, 26

+347.56K

1.46%

HARBOR INVESTMENT ADVISORY, LLC

74.49K

Jun 30, 26

-3.44K

0.31%

EASTERN BANK

8.40K

Jun 30, 26

+940

0.04%

Ballew Advisors, Inc

7.58K

Jun 30, 26

+7.58K

0.03%

BURKETT FINANCIAL SERVICES, LLC

Jun 30, 26

-218

WELLS FARGO & COMPANY/MN

17.49M

Mar 31, 26

+3.33M

73.35%

BANK OF AMERICA CORP /DE/

10.49M

Mar 31, 26

+6.63M

44.01%

JPMORGAN CHASE & CO

9.82M

Mar 31, 26

+9.82M

41.19%

GREAT LAKES ADVISORS, LLC

3.83M

Mar 31, 26

+1.16M

16.08%

3EDGE Asset Management, LP

3.35M

Mar 31, 26

-1.29M

14.05%

LPL Financial LLC

2.84M

Mar 31, 26

+1.21M

11.93%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.43M

Mar 31, 26

+891.91K

10.21%

RAYMOND JAMES FINANCIAL INC

2.24M

Mar 31, 26

+482.43K

9.39%

HighTower Advisors, LLC

1.25M

Mar 31, 26

+619.18K

5.24%

New Harbor Financial Group, LLC

1.23M

Mar 31, 26

+49.63K

5.15%

Private Advisor Group, LLC

1.15M

Mar 31, 26

-145.15K

4.84%

ASSETMARK, INC

1.04M

Mar 31, 26

+176.61K

4.37%

Horizon Advisory Services, Inc.

978.27K

Mar 31, 26

-206.94K

4.10%

COMMONWEALTH EQUITY SERVICES, LLC

933.47K

Mar 31, 26

+30.34K

3.92%

Sowa Financial Group, Inc.

780.37K

Mar 31, 26

+217.82K

3.27%

CENTRAL TRUST Co

749.15K

Mar 31, 26

+170.43K

3.14%

Aprio Wealth Management, LLC

622.81K

Mar 31, 26

+24.33K

2.61%

ROYAL BANK OF CANADA

581.15K

Mar 31, 26

+133.52K

2.44%

Ellsworth Advisors, LLC

577.28K

Mar 31, 26

+51.95K

2.42%

Advisor OS, LLC

573.73K

Mar 31, 26

+550.87K

2.41%

MJP ASSOCIATES INC /ADV

487.52K

Mar 31, 26

+487.52K

2.04%

Sanctuary Advisors, LLC

475.85K

Mar 31, 26

+118.84K

2.00%

WIN ADVISORS, INC

469.07K

Mar 31, 26

+469.07K

1.97%

Cambridge Investment Research Advisors, Inc.

453.95K

Mar 31, 26

-97.20K

1.90%

Atomi Financial Group, Inc.

379.96K

Mar 31, 26

+6.87K

1.59%

Janney Montgomery Scott LLC

371.56K

Mar 31, 26

+10.05K

1.56%

Mariner, LLC

364.65K

Mar 31, 26

+150.20K

1.53%

OPPENHEIMER & CO INC

337.54K

Mar 31, 26

+4.10K

1.42%

Ronald Blue Trust, Inc.

332.26K

Mar 31, 26

+332.26K

1.39%

Resonant Capital Advisors, LLC

324.75K

Mar 31, 26

+324.75K

1.36%

Stratos Wealth Partners, LTD.

324.51K

Mar 31, 26

+42.65K

1.36%

NORTHCAPE WEALTH MANAGEMENT, LLC

316.67K

Mar 31, 26

+89.18K

1.33%

ENVESTNET ASSET MANAGEMENT INC

304.77K

Mar 31, 26

+68.63K

1.28%

Csenge Advisory Group

297.74K

Mar 31, 26

-50.09K

1.25%

Cetera Investment Advisers

296.77K

Mar 31, 26

+55.24K

1.24%

Ethos Financial Group, LLC

293.57K

Mar 31, 26

+38.88K

1.23%

Great Diamond Partners, LLC

282.22K

Mar 31, 26

+282.22K

1.18%

Guided Capital Wealth Management, LLC

249.88K

Mar 31, 26

+249.88K

1.05%

Concurrent Investment Advisors, LLC

240.71K

Mar 31, 26

+240.71K

1.01%

MBL Wealth, LLC

238.34K

Mar 31, 26

+25.83K

1.00%

tru Independence LLC

231.52K

Mar 31, 26

-31.43K

0.97%

Weil Company, Inc.

231.13K

Mar 31, 26

+84.49K

0.97%

MML INVESTORS SERVICES, LLC

223.09K

Mar 31, 26

+63.39K

0.94%

Vident Advisory, LLC

220.26K

Mar 31, 26

-171.84K

0.92%

NVWM, LLC

212.26K

Mar 31, 26

+71.52K

0.89%

TWIN FOCUS CAPITAL PARTNERS, LLC

209.58K

Mar 31, 26

+102.74K

0.88%

GREAT VALLEY ADVISOR GROUP, INC.

200.38K

Mar 31, 26

+15.58K

0.84%

Archford Capital Strategies, LLC

195.61K

Mar 31, 26

+195.61K

0.82%

Proactive Wealth Strategies LLC

189.64K

Mar 31, 26

+112.43K

0.80%

Beta Wealth Group, Inc.

188.12K

Mar 31, 26

+2.10K

0.79%

Steward Partners Investment Advisory, LLC

174.80K

Mar 31, 26

+22.92K

0.73%

VestGen Advisors, LLC

174.70K

Mar 31, 26

+151.38K

0.73%

ADVISOR GROUP HOLDINGS, INC.

174.48K

Mar 31, 26

+23.58K

0.73%

WILEY BROS.-AINTREE CAPITAL, LLC

172.46K

Mar 31, 26

+147.93K

0.72%

D L CARLSON INVESTMENT GROUP INC

166.05K

Mar 31, 26

+166.05K

0.70%

Perennial Investment Advisors, LLC

162.43K

Mar 31, 26

+3.31K

0.68%

Empire Financial Management Company, LLC

152.45K

Mar 31, 26

+2.44K

0.64%

SFG Wealth Management, LLC.

147.92K

Mar 31, 26

+34.64K

0.62%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

145.82K

Mar 31, 26

-24.45K

0.61%

Bennett Associates Wealth Management

142.16K

Mar 31, 26

+3.96K

0.60%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

140.59K

Mar 31, 26

+140.59K

0.59%

JANE STREET GROUP, LLC

136.44K

Mar 31, 26

+136.44K

0.57%

AXXCESS WEALTH MANAGEMENT, LLC

134.76K

Mar 31, 26

+21.01K

0.57%

Kestra Advisory Services, LLC

134.17K

Mar 31, 26

+118.75K

0.56%

Atria Investments, Inc

130.72K

Mar 31, 26

+105.63K

0.55%

Twelve Points Wealth Management LLC

130.06K

Mar 31, 26

+11.58K

0.55%

TRUIST FINANCIAL CORP

129.89K

Mar 31, 26

-3.00K

0.54%

Echo45 Advisors LLC

126.04K

Mar 31, 26

-1.36K

0.53%

Platform Technology Partners

121.02K

Mar 31, 26

+14.83K

0.51%

Elevation Capital Advisory, LLC

118.96K

Mar 31, 26

+118.96K

0.50%

CHANNEL WEALTH LLC

118.40K

Mar 31, 26

-40.63K

0.50%

NOMURA ASSET MANAGEMENT CO LTD

107.00K

Mar 31, 26

+94.90K

0.45%

PLANWISER FINANCIAL, LLC

101.62K

Mar 31, 26

-35.00K

0.43%

Portside Wealth Group, LLC

96.47K

Mar 31, 26

-33.39K

0.40%

IFP Advisors, Inc

92.51K

Mar 31, 26

+29.94K

0.39%

MONECO Advisors, LLC

92.46K

Mar 31, 26

+4.74K

0.39%

OneAscent Financial Services LLC

91.89K

Mar 31, 26

+20.18K

0.39%

Financial Services Advisory Inc

90.97K

Mar 31, 26

+1.22K

0.38%

CARY STREET PARTNERS FINANCIAL LLC

89.77K

Mar 31, 26

+40.02K

0.38%

Merit Financial Group, LLC

89.52K

Mar 31, 26

+1.31K

0.38%

PCG Wealth Advisors, LLC

85.99K

Mar 31, 26

+85.99K

0.36%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

84.87K

Mar 31, 26

-74.08K

0.36%

Alliance Wealth Advisors, LLC /UT

79.84K

Mar 31, 26

-56.62K

0.33%

HARBOR INVESTMENT ADVISORY, LLC

77.93K

Mar 31, 26

+5.01K

0.33%

Coastal Bridge Advisors, LLC

75.68K

Mar 31, 26

+49.59K

0.32%

COURIER CAPITAL LLC

71.38K

Mar 31, 26

+5.04K

0.30%

SILVER OAK SECURITIES, INCORPORATED

71.36K

Mar 31, 26

+71.36K

0.30%

CERTIOR FINANCIAL GROUP, LLC

70.09K

Mar 31, 26

-28.06K

0.29%

Baird Financial Group, Inc.

65.63K

Mar 31, 26

+44.92K

0.28%

Kathmere Capital Management, LLC

65.39K

Mar 31, 26

+12.09K

0.27%

Pensionmark Financial Group, LLC

64.07K

Mar 31, 26

+8.24K

0.27%

EXCHANGE TRADED CONCEPTS, LLC

60.79K

Mar 31, 26

-2.97K

0.25%

Vise Technologies, Inc.

59.93K

Mar 31, 26

0.25%

Gateway Wealth Partners, LLC

59.30K

Mar 31, 26

+59.30K

0.25%

AE Wealth Management LLC

57.64K

Mar 31, 26

+57.64K

0.24%

GENESIS PRIVATE WEALTH, LLC

56.69K

Mar 31, 26

+87

0.24%

Cerity Partners LLC

54.45K

Mar 31, 26

-28.97K

0.23%

Richmond Investment Services, LLC

53.16K

Mar 31, 26

+53.16K

0.22%

Synergy Asset Management, LLC

49.81K

Mar 31, 26

+49.81K

0.21%

Per Stirling Capital Management, LLC.

47.99K

Mar 31, 26

+47.99K

0.20%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

43.60K

Mar 31, 26

+43.60K

0.18%

Marshall & Sterling Wealth Advisors Inc.

41.73K

Mar 31, 26

+41.73K

0.18%

IHT Wealth Management, LLC

41.68K

Mar 31, 26

+356

0.17%

Ackerman Capital Advisors, LLC

40.24K

Mar 31, 26

+2.94K

0.17%

Bank of New York Mellon Corp

40.11K

Mar 31, 26

+17.45K

0.17%

Cyndeo Wealth Partners, LLC

39.39K

Mar 31, 26

+2.59K

0.17%

FIFTH THIRD BANCORP

36.64K

Mar 31, 26

+36.64K

0.15%

Advisory Services Network, LLC

35.02K

Mar 31, 26

+35.02K

0.15%

HM PAYSON & CO

34.59K

Mar 31, 26

-5.41K

0.15%

VICUS CAPITAL

34.18K

Mar 31, 26

+1.79K

0.14%

LAKE STREET FINANCIAL LLC

32.45K

Mar 31, 26

+1.50K

0.14%

Arkadios Wealth Advisors

32.44K

Mar 31, 26

+1.61K

0.14%

SK Wealth Management, LLC

32.19K

Mar 31, 26

+1.93K

0.13%

Wallace Advisory Group, LLC

31.92K

Mar 31, 26

-10.95K

0.13%

CI Private Wealth, LLC

30.35K

Mar 31, 26

-3.12K

0.13%

Meridian Wealth Management, LLC

30.14K

Mar 31, 26

+2.49K

0.13%

Outlook Wealth Advisors, LLC

29.54K

Mar 31, 26

+10.52K

0.12%

FLOW TRADERS U.S. LLC

29.39K

Mar 31, 26

+29.39K

0.12%

Hershey Financial Advisers, LLC

27.72K

Mar 31, 26

+27.72K

0.12%

STAR Financial Bank

27.31K

Mar 31, 26

+8.80K

0.11%

OneAscent Family Office, LLC

26.48K

Mar 31, 26

-2.02K

0.11%

GREENWOOD CAPITAL ASSOCIATES LLC

26.42K

Mar 31, 26

+4.82K

0.11%

SHEETS SMITH WEALTH MANAGEMENT

26.07K

Mar 31, 26

-450

0.11%

Darden Wealth Group Inc

23.68K

Mar 31, 26

+23.68K

0.10%

Integrated Wealth Concepts LLC

23.07K

Mar 31, 26

+23.07K

0.10%

OneAscent Wealth Management LLC

22.78K

Mar 31, 26

-1.99K

0.10%

Worth Asset Management, LLC

22.57K

Mar 31, 26

+8.60K

0.09%

JT Stratford LLC

22.46K

Mar 31, 26

+22.46K

0.09%

MORGAN STANLEY

21.32K

Mar 31, 26

+6.24K

0.09%

Qube Research & Technologies Ltd

20.96K

Mar 31, 26

+20.96K

0.09%

Matrix Trust Co

20.44K

Mar 31, 26

-23.01K

0.09%

CreativeOne Wealth, LLC

19.33K

Mar 31, 26

+917

0.08%

Presidio Capital Management, LLC

19.31K

Mar 31, 26

+102

0.08%

KWB Wealth

19.16K

Mar 31, 26

-409

0.08%

Farther Finance Advisors, LLC

18.50K

Mar 31, 26

+18.33K

0.08%

Almanack Investment Partners, LLC.

17.00K

Mar 31, 26

+17.00K

0.07%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

16.74K

Mar 31, 26

+16.74K

0.07%

WHITTIER TRUST CO

16.64K

Mar 31, 26

+16.64K

0.07%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

16.57K

Mar 31, 26

+16.57K

0.07%

Financial Network Wealth Advisors LLC

16.32K

Mar 31, 26

-4.38K

0.07%

LEVEL FOUR ADVISORY SERVICES, LLC

16.23K

Mar 31, 26

+197

0.07%

Advisory Alpha, LLC

16.20K

Mar 31, 26

-2

0.07%

Fragasso Group Inc.

16.16K

Mar 31, 26

+16.16K

0.07%

Visionary Wealth Advisors

16.14K

Mar 31, 26

-54.88K

0.07%

Prosperity Consulting Group, LLC

15.19K

Mar 31, 26

-9.30K

0.06%

NORDEN GROUP LLC

15.14K

Mar 31, 26

-9.39K

0.06%

Rossby Financial, LCC

15.07K

Mar 31, 26

+15.07K

0.06%

FINANCIAL MANAGEMENT NETWORK INC

14.57K

Mar 31, 26

-1.85K

0.06%

DIVERSIFY WEALTH MANAGEMENT, LLC

13.75K

Mar 31, 26

+13.75K

0.06%

Belpointe Asset Management LLC

13.61K

Mar 31, 26

+13.61K

0.06%

PFG Investments, LLC

13.24K

Mar 31, 26

+3.22K

0.06%

NewEdge Wealth, LLC

13.23K

Mar 31, 26

0.06%

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

13.11K

Mar 31, 26

+13.11K

0.05%

4J Wealth Management LLC

11.79K

Mar 31, 26

+1.63K

0.05%

Gibbs Wealth Management

11.69K

Mar 31, 26

-1.63K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

10.63K

Mar 31, 26

+1.63K

0.04%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.44K

Mar 31, 26

+2.37K

0.04%

Trajan Wealth LLC

9.95K

Mar 31, 26

-380

0.04%

MGO ONE SEVEN LLC

8.44K

Mar 31, 26

+8.44K

0.04%

Harvest Investment Services, LLC

8.44K

Mar 31, 26

-5.08K

0.04%

Family Office Research LLC

8.20K

Mar 31, 26

+8.20K

0.03%

Eagle Strategies LLC

8.06K

Mar 31, 26

+8.06K

0.03%

REGIMEN WEALTH, LLC

6.90K

Mar 31, 26

-2.60K

0.03%

Western Wealth Management, LLC

5.47K

Mar 31, 26

+5.47K

0.02%

Synergy Investment Management, LLC

4.74K

Mar 31, 26

+4.74K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.09K

Mar 31, 26

0.02%

Capital Analysts, LLC

3.18K

Mar 31, 26

-104

0.01%

HARBOUR INVESTMENTS, INC.

3.08K

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

2.98K

Mar 31, 26

0.01%

US BANCORP \DE\

2.97K

Mar 31, 26

+2.55K

0.01%

MAI Capital Management

2.32K

Mar 31, 26

+1.87K

0.01%

Worth Financial Advisory Group, LLC

1.75K

Mar 31, 26

-39.18K

0.01%

BlackRock, Inc.

1.69K

Mar 31, 26

+1.03K

0.01%

Westside Investment Management, Inc.

1.30K

Mar 31, 26

+1.30K

0.01%

MATHER GROUP, LLC.

1.21K

Mar 31, 26

+1.21K

0.01%

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

777

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

650

Mar 31, 26

+650

0.00%

NewEdge Advisors, LLC

500

Mar 31, 26

-328

0.00%

OLD SECOND NATIONAL BANK OF AURORA

455

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

330

Mar 31, 26

+330

0.00%

Lloyd Advisory Services, LLC.

330

Mar 31, 26

+330

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

165

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

165

Mar 31, 26

+165

0.00%

JNBA Financial Advisors

Mar 31, 26

+36

0.00%

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-1.12K

Diversify Advisory Services, LLC

Mar 31, 26

-14.36K

Palouse Capital Management, Inc.

Mar 31, 26

-183

Johnson Financial Group, Inc.

Mar 31, 26

-75

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-116

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

-101

Rockefeller Capital Management L.P.

Mar 31, 26

-140

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-588

Avestar Capital, LLC

Mar 31, 26

-57.32K

Econ Financial Services Corp

Mar 31, 26

-136.02K

Creative Capital Management Investments LLC

Mar 31, 26

-677

UBS Group AG

Mar 31, 26

-289

Arete Wealth Advisors, LLC

Mar 31, 26

-67.51K

SILVERCREST ASSET MANAGEMENT GROUP LLC

Mar 31, 26

-13.89K

COMERICA BANK

31.46K

Dec 31, 25

+13.00K

0.13%

CIBC Private Wealth Group, LLC

14.00K

Dec 31, 25

-431

0.06%

Global Retirement Partners, LLC

5.95K

Dec 31, 25

-6.55K

0.02%

Litman Gregory Wealth Management LLC

1.99K

Dec 31, 25

+1.99K

0.01%

SYNOVUS FINANCIAL CORP

1.20M

Sep 30, 25

+72.34K

5.05%

Sagard Holdings Management Inc.

26.24K

Sep 30, 25

-121.22K

0.11%

IronOak Wealth LLC.

61.62K

Jun 30, 25

+61.62K

0.26%

Centricity Wealth Management, LLC

847

Jun 30, 25

+847

0.00%

GRAYHAWK INVESTMENT STRATEGIES INC.

162.78K

Mar 31, 25

-28.45K

0.68%

Sandy Spring Bank

2.98K

Mar 31, 25

+250

0.01%

CAROLINAS WEALTH CONSULTING LLC

515

Mar 31, 25

+12

0.00%

Edge Capital Group, LLC

13.23K

Dec 31, 24

0.06%

RAYMOND JAMES & ASSOCIATES

302.64K

Sep 30, 24

+6.33K

1.27%

Raymond James Financial Services Advisors, Inc.

116.58K

Sep 30, 24

-19.54K

0.49%

Retirement Group, LLC

Mar 31, 24

-700