Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)

$34.97—Stale · unknown old

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Harbor Commodity All-Weather Strategy ETF (HGER)(HGER)

NYSE • Last print unknown ago

$34.97—Stale · unknown old

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HGER(HGER)

HGER

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

Institutional Ownership

Top 270 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLS FARGO & COMPANY/MN	16.89M	Jun 30, 26	-597.59K	14.15%
BANK OF AMERICA CORP /DE/	13.82M	Jun 30, 26	+3.32M	11.58%
JPMORGAN CHASE & CO	12.75M	Jun 30, 26	+2.93M	10.69%
3EDGE Asset Management, LP	4.38M	Jun 30, 26	+1.03M	3.67%
GREAT LAKES ADVISORS, LLC	3.67M	Jun 30, 26	-160.04K	3.08%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	3.32M	Jun 30, 26	+3.32M	2.78%
LPL Financial LLC	3.23M	Jun 30, 26	+389.45K	2.71%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.12M	Jun 30, 26	+688.26K	2.62%
RAYMOND JAMES FINANCIAL INC	3.06M	Jun 30, 26	+820.75K	2.56%
Pinnacle Financial Partners, Inc.	1.37M	Jun 30, 26	+32.02K	1.15%
HighTower Advisors, LLC	1.36M	Jun 30, 26	+106.85K	1.14%
New Harbor Financial Group, LLC	1.27M	Jun 30, 26	+46.70K	1.07%
Horizon Advisory Services, Inc.	1.17M	Jun 30, 26	+188.60K	0.98%
ASSETMARK, INC	1.10M	Jun 30, 26	+59.83K	0.92%
COMMONWEALTH EQUITY SERVICES, LLC	1.04M	Jun 30, 26	+105.27K	0.87%
Private Advisor Group, LLC	938.68K	Jun 30, 26	-214.86K	0.79%
CENTRAL TRUST Co	830.47K	Jun 30, 26	+81.32K	0.70%
ROYAL BANK OF CANADA	803.42K	Jun 30, 26	+222.28K	0.67%
Vident Advisory, LLC	696.40K	Jun 30, 26	+476.14K	0.58%
INSPIRION WEALTH ADVISORS, LLC	684.47K	Jun 30, 26	+21.35K	0.57%
Sowa Financial Group, Inc.	677.59K	Jun 30, 26	-102.78K	0.57%
Aprio Wealth Management, LLC	661.89K	Jun 30, 26	+39.08K	0.55%
Ellsworth Advisors, LLC	645.89K	Jun 30, 26	+68.62K	0.54%
Advisor OS, LLC	597.69K	Jun 30, 26	+23.96K	0.50%
Cambridge Investment Research Advisors, Inc.	576.98K	Jun 30, 26	+123.03K	0.48%
Sanctuary Advisors, LLC	525.69K	Jun 30, 26	+49.84K	0.44%
Atomi Financial Group, Inc.	524.16K	Jun 30, 26	+144.20K	0.44%
MJP ASSOCIATES INC /ADV	512.29K	Jun 30, 26	+24.76K	0.43%
Cornerstone Wealth Group, LLC	426.51K	Jun 30, 26	+426.51K	0.36%
Jefferies Financial Group Inc.	400.15K	Jun 30, 26	+400.15K	0.34%
Choice Wealth Advisors, LLC	398.93K	Jun 30, 26	+398.93K	0.33%
Stratos Wealth Partners, LTD.	395.38K	Jun 30, 26	+70.88K	0.33%
Mariner, LLC	381.51K	Jun 30, 26	+16.86K	0.32%
Resonant Capital Advisors, LLC	377.43K	Jun 30, 26	+52.68K	0.32%
Janney Montgomery Scott LLC	374.72K	Jun 30, 26	+3.16K	0.31%
PRIVATE CLIENT SERVICES, LLC	347.56K	Jun 30, 26	+347.56K	0.29%
Cetera Investment Advisers	345.32K	Jun 30, 26	+48.55K	0.29%
OPPENHEIMER & CO INC	342.93K	Jun 30, 26	+5.39K	0.29%
ENVESTNET ASSET MANAGEMENT INC	342.82K	Jun 30, 26	+38.05K	0.29%
Ronald Blue Trust, Inc.	338.03K	Jun 30, 26	+5.77K	0.28%
NORTHCAPE WEALTH MANAGEMENT, LLC	328.98K	Jun 30, 26	+12.31K	0.28%
Sunrise Financial Services, LLC	328.81K	Jun 30, 26	+17.37K	0.28%
Csenge Advisory Group	320.73K	Jun 30, 26	+22.98K	0.27%
Guided Capital Wealth Management, LLC	308.48K	Jun 30, 26	+58.60K	0.26%
Ethos Financial Group, LLC	286.04K	Jun 30, 26	-7.53K	0.24%
Great Diamond Partners, LLC	284.64K	Jun 30, 26	+2.42K	0.24%
TWIN FOCUS CAPITAL PARTNERS, LLC	284.61K	Jun 30, 26	+75.03K	0.24%
WILEY BROS.-AINTREE CAPITAL, LLC	266.33K	Jun 30, 26	+93.87K	0.22%
ADVISOR GROUP HOLDINGS, INC.	262.87K	Jun 30, 26	+88.39K	0.22%
MBL Wealth, LLC	259.75K	Jun 30, 26	+21.40K	0.22%
Weil Company, Inc.	248.72K	Jun 30, 26	+17.59K	0.21%
VestGen Advisors, LLC	247.60K	Jun 30, 26	+72.90K	0.21%
tru Independence LLC	246.51K	Jun 30, 26	+14.99K	0.21%
CROBAN	245.98K	Jun 30, 26	+245.98K	0.21%
Cooper Financial Group	244.81K	Jun 30, 26	+244.81K	0.21%
D L CARLSON INVESTMENT GROUP INC	242.82K	Jun 30, 26	+76.77K	0.20%
Proactive Wealth Strategies LLC	219.12K	Jun 30, 26	+29.48K	0.18%
NVWM, LLC	211.07K	Jun 30, 26	-1.20K	0.18%
Nvest Wealth Strategies, Inc.	205.63K	Jun 30, 26	+7.64K	0.17%
Archford Capital Strategies, LLC	197.53K	Jun 30, 26	+1.92K	0.17%
MML INVESTORS SERVICES, LLC	196.04K	Jun 30, 26	-27.05K	0.16%
Beta Wealth Group, Inc.	192.62K	Jun 30, 26	+4.50K	0.16%
Steward Partners Investment Advisory, LLC	181.73K	Jun 30, 26	+6.93K	0.15%
AXXCESS WEALTH MANAGEMENT, LLC	173.69K	Jun 30, 26	+38.92K	0.15%
Perennial Investment Advisors, LLC	162.59K	Jun 30, 26	+169	0.14%
GREAT VALLEY ADVISOR GROUP, INC.	161.89K	Jun 30, 26	-38.50K	0.14%
Empire Financial Management Company, LLC	153.40K	Jun 30, 26	+948	0.13%
Portside Wealth Group, LLC	153.27K	Jun 30, 26	+56.80K	0.13%
Vise Technologies, Inc.	152.71K	Jun 30, 26	+92.78K	0.13%
D.A. DAVIDSON & CO.	147.96K	Jun 30, 26	+147.96K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	145.38K	Jun 30, 26	-442	0.12%
Kestra Advisory Services, LLC	144.88K	Jun 30, 26	+10.70K	0.12%
CHANNEL WEALTH LLC	142.63K	Jun 30, 26	+24.23K	0.12%
Atria Investments, Inc	142.55K	Jun 30, 26	+11.82K	0.12%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	140.81K	Jun 30, 26	+217	0.12%
Twelve Points Wealth Management LLC	138.53K	Jun 30, 26	+8.48K	0.12%
Echo45 Advisors LLC	138.08K	Jun 30, 26	+12.05K	0.12%
Platform Technology Partners	138.01K	Jun 30, 26	+16.99K	0.12%
OneAscent Financial Services LLC	136.66K	Jun 30, 26	+44.77K	0.11%
TRUIST FINANCIAL CORP	133.20K	Jun 30, 26	+3.31K	0.11%
SFG Wealth Management, LLC.	131.02K	Jun 30, 26	-16.90K	0.11%
KICKSTAND VENTURES, LLC.	126.91K	Jun 30, 26	+126.91K	0.11%
Bennett Associates Wealth Management	125.82K	Jun 30, 26	-16.34K	0.11%
Coastal Bridge Advisors, LLC	114.56K	Jun 30, 26	+38.88K	0.10%
Ausdal Financial Partners, Inc.	104.66K	Jun 30, 26	+104.66K	0.09%
PLANWISER FINANCIAL, LLC	104.20K	Jun 30, 26	+2.58K	0.09%
CERTIOR FINANCIAL GROUP, LLC	100.51K	Jun 30, 26	+30.42K	0.08%
MONECO Advisors, LLC	96.85K	Jun 30, 26	+4.38K	0.08%
IFP Advisors, Inc	96.11K	Jun 30, 26	+3.60K	0.08%
COURIER CAPITAL LLC	94.81K	Jun 30, 26	+23.43K	0.08%
CARY STREET PARTNERS FINANCIAL LLC	91.07K	Jun 30, 26	+1.31K	0.08%
Alliance Wealth Advisors, LLC /UT	89.56K	Jun 30, 26	+9.71K	0.08%
PCG Wealth Advisors, LLC	83.36K	Jun 30, 26	-2.62K	0.07%
Bedel Financial Consulting, Inc.	82.43K	Jun 30, 26	+82.43K	0.07%
MainStreet Investment Advisors LLC	79.74K	Jun 30, 26	+79.74K	0.07%
HARBOR INVESTMENT ADVISORY, LLC	74.49K	Jun 30, 26	-3.44K	0.06%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	74.05K	Jun 30, 26	-10.82K	0.06%
Worth Financial Advisory Group, LLC	72.02K	Jun 30, 26	+70.27K	0.06%
Cerity Partners LLC	68.05K	Jun 30, 26	+13.61K	0.06%
SHP Wealth Management	67.96K	Jun 30, 26	+11.46K	0.06%
VICUS CAPITAL	66.10K	Jun 30, 26	+31.91K	0.06%
NOMURA ASSET MANAGEMENT CO LTD	65.60K	Jun 30, 26	-41.40K	0.05%
EXCHANGE TRADED CONCEPTS, LLC	65.23K	Jun 30, 26	+4.45K	0.05%
Kathmere Capital Management, LLC	64.83K	Jun 30, 26	-556	0.05%
Pensionmark Financial Group, LLC	64.07K	Jun 30, 26	--	0.05%
Opus Financial Solutions LLC	63.50K	Jun 30, 26	+7.50K	0.05%
MASSMUTUAL TRUST CO FSB/ADV	61.63K	Jun 30, 26	+61.63K	0.05%
Baird Financial Group, Inc.	58.71K	Jun 30, 26	-6.92K	0.05%
Marshall & Sterling Wealth Advisors Inc.	55.73K	Jun 30, 26	+13.99K	0.05%
Meridian Wealth Management, LLC	53.90K	Jun 30, 26	+23.76K	0.05%
Bank of New York Mellon Corp	51.62K	Jun 30, 26	+11.51K	0.04%
IHT Wealth Management, LLC	50.52K	Jun 30, 26	+8.84K	0.04%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	49.34K	Jun 30, 26	-91.70K	0.04%
GENESIS PRIVATE WEALTH, LLC	46.69K	Jun 30, 26	-10.00K	0.04%
Embree Financial Group	42.86K	Jun 30, 26	+42.86K	0.04%
Signal Advisors Wealth, LLC	42.59K	Jun 30, 26	+42.59K	0.04%
Gateway Wealth Partners, LLC	42.57K	Jun 30, 26	-16.74K	0.04%
Cyndeo Wealth Partners, LLC	40.78K	Jun 30, 26	+1.39K	0.03%
GREENWOOD CAPITAL ASSOCIATES LLC	40.71K	Jun 30, 26	+14.28K	0.03%
Wallace Advisory Group, LLC	40.13K	Jun 30, 26	+8.22K	0.03%
Ackerman Capital Advisors, LLC	39.34K	Jun 30, 26	-902	0.03%
Integrated Wealth Concepts LLC	38.13K	Jun 30, 26	+15.07K	0.03%
Advisory Services Network, LLC	37.89K	Jun 30, 26	+2.88K	0.03%
Outlook Wealth Advisors, LLC	37.38K	Jun 30, 26	+7.84K	0.03%
FIFTH THIRD BANCORP	37.00K	Jun 30, 26	+360	0.03%
Matrix Trust Co	36.88K	Jun 30, 26	+16.44K	0.03%
Visionary Wealth Advisors	36.54K	Jun 30, 26	+20.41K	0.03%
LAKE STREET FINANCIAL LLC	36.04K	Jun 30, 26	+3.58K	0.03%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	34.71K	Jun 30, 26	+34.71K	0.03%
HM PAYSON & CO	34.59K	Jun 30, 26	--	0.03%
Advisors Preferred, LLC	34.57K	Jun 30, 26	+34.57K	0.03%
Arkadios Wealth Advisors	34.44K	Jun 30, 26	+2.00K	0.03%
Rockefeller Capital Management L.P.	32.24K	Jun 30, 26	+32.24K	0.03%
SK Wealth Management, LLC	31.55K	Jun 30, 26	-635	0.03%
STAR Financial Bank	30.02K	Jun 30, 26	+2.70K	0.03%
Global Retirement Partners, LLC	29.39K	Jun 30, 26	+29.39K	0.02%
4J Wealth Management LLC	28.64K	Jun 30, 26	+16.85K	0.02%
Merit Financial Group, LLC	28.19K	Jun 30, 26	-61.33K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	27.75K	Jun 30, 26	+27.75K	0.02%
CI Private Wealth, LLC	26.84K	Jun 30, 26	-3.51K	0.02%
SHEETS SMITH WEALTH MANAGEMENT	26.07K	Jun 30, 26	--	0.02%
Concurrent Investment Advisors, LLC	25.73K	Jun 30, 26	-214.98K	0.02%
CreativeOne Wealth, LLC	25.70K	Jun 30, 26	+6.37K	0.02%
MGO ONE SEVEN LLC	25.68K	Jun 30, 26	+17.23K	0.02%
Richmond Investment Services, LLC	25.60K	Jun 30, 26	-27.55K	0.02%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	24.73K	Jun 30, 26	+7.99K	0.02%
OneAscent Family Office, LLC	24.68K	Jun 30, 26	-1.80K	0.02%
Financial Network Wealth Advisors LLC	24.27K	Jun 30, 26	+7.95K	0.02%
FINANCIAL MANAGEMENT NETWORK INC	24.11K	Jun 30, 26	+9.54K	0.02%
Balboa Wealth Partners	22.08K	Jun 30, 26	+22.08K	0.02%
KWB Wealth	21.55K	Jun 30, 26	+2.39K	0.02%
TRUST CO OF TOLEDO NA /OH/	21.35K	Jun 30, 26	+21.35K	0.02%
WHITTIER TRUST CO	20.86K	Jun 30, 26	+4.21K	0.02%
NWAM LLC	20.83K	Jun 30, 26	+20.83K	0.02%
Beacon Pointe Advisors, LLC	19.47K	Jun 30, 26	+19.47K	0.02%
NewEdge Advisors, LLC	19.07K	Jun 30, 26	+18.57K	0.02%
NORDEN GROUP LLC	19.03K	Jun 30, 26	+3.88K	0.02%
Presidio Capital Management, LLC	18.85K	Jun 30, 26	-460	0.02%
Belpointe Asset Management LLC	18.68K	Jun 30, 26	+5.07K	0.02%
CGN Advisors LLC	18.34K	Jun 30, 26	-437	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	18.25K	Jun 30, 26	+2.02K	0.02%
FIDUCIARY FINANCIAL ADVISORS	18.13K	Jun 30, 26	+18.13K	0.02%
Ascension Capital Advisors, Inc.	17.36K	Jun 30, 26	+17.36K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17.30K	Jun 30, 26	+6.87K	0.01%
OneAscent Wealth Management LLC	17.27K	Jun 30, 26	-5.51K	0.01%
Prosperity Consulting Group, LLC	17.19K	Jun 30, 26	+2.00K	0.01%
Worth Asset Management, LLC	17.01K	Jun 30, 26	-5.56K	0.01%
Capital Analysts, LLC	16.25K	Jun 30, 26	+13.07K	0.01%
Advisory Alpha, LLC	16.20K	Jun 30, 26	-1	0.01%
MORGAN STANLEY	16.11K	Jun 30, 26	-5.21K	0.01%
Vavra Capital Management, LLC	15.15K	Jun 30, 26	+224	0.01%
PFG Investments, LLC	14.54K	Jun 30, 26	+1.30K	0.01%
Entelevest, LLC	14.32K	Jun 30, 26	+2.02K	0.01%
NewEdge Wealth, LLC	13.23K	Jun 30, 26	--	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	13.07K	Jun 30, 26	-3.50K	0.01%
Fragasso Group Inc.	13.02K	Jun 30, 26	-3.14K	0.01%
CIBC Bancorp USA Inc.	12.84K	Jun 30, 26	-1.16K	0.01%
Prospera Financial Services Inc	12.83K	Jun 30, 26	+12.83K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	12.63K	Jun 30, 26	-481	0.01%
Aventura Private Wealth, LLC	12.19K	Jun 30, 26	-617	0.01%
PFG Advisors	11.91K	Jun 30, 26	+11.91K	0.01%
Legacy Wealth Managment, LLC/ID	11.59K	Jun 30, 26	+11.59K	0.01%
FOCUSED ALPHA, LLC	11.25K	Jun 30, 26	+6	0.01%
MERCER GLOBAL ADVISORS INC /ADV	10.90K	Jun 30, 26	+266	0.01%
WBI INVESTMENTS, INC.	10.86K	Jun 30, 26	+10.86K	0.01%
Apollon Wealth Management, LLC	10.86K	Jun 30, 26	+10.86K	0.01%
SRS Capital Advisors, Inc.	10.69K	Jun 30, 26	+10.69K	0.01%
Buckingham Strategic Partners	9.61K	Jun 30, 26	+9.61K	0.01%
OMNI 360 Wealth, Inc.	9.61K	Jun 30, 26	+9.61K	0.01%
Stillwater Private Wealth, LLC	9.51K	Jun 30, 26	-12.31K	0.01%
Trajan Wealth LLC	9.29K	Jun 30, 26	-659	0.01%
Eagle Strategies LLC	9.19K	Jun 30, 26	+1.12K	0.01%
REGIMEN WEALTH, LLC	9.15K	Jun 30, 26	+2.25K	0.01%
Englebert Financial Advisers, LLC	9.14K	Jun 30, 26	+536	0.01%
Adviser Investments LLC	9.00K	Jun 30, 26	+9.00K	0.01%
Family Office Research LLC	8.71K	Jun 30, 26	+515	0.01%
Harvest Investment Services, LLC	8.70K	Jun 30, 26	+254	0.01%
FIDUCIENT ADVISORS LLC	8.64K	Jun 30, 26	+8.64K	0.01%
EASTERN BANK	8.40K	Jun 30, 26	+940	0.01%
Crewe Advisors LLC	7.87K	Jun 30, 26	+7.87K	0.01%
VERUS CAPITAL PARTNERS, LLC	7.82K	Jun 30, 26	+7.82K	0.01%
PRESILIUM PRIVATE WEALTH, LLC	7.66K	Jun 30, 26	+7.66K	0.01%
Ballew Advisors, Inc	7.58K	Jun 30, 26	+7.58K	0.01%
Farther Finance Advisors, LLC	6.22K	Jun 30, 26	-12.28K	0.01%
Ensign Peak Advisors, Inc	6.20K	Jun 30, 26	+6.20K	0.01%
WHITTIER TRUST CO OF NEVADA INC	4.99K	Jun 30, 26	+4.99K	0.00%
Synergy Investment Management, LLC	4.74K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.09K	Jun 30, 26	--	0.00%
HARBOR CAPITAL ADVISORS, INC.	3.68K	Jun 30, 26	+3.68K	0.00%
Birchwood Financial Partners, Inc.	3.61K	Jun 30, 26	+2.02K	0.00%
HARBOUR INVESTMENTS, INC.	3.08K	Jun 30, 26	--	0.00%
US BANCORP \DE\	2.87K	Jun 30, 26	-99	0.00%
NBH Bank	2.48K	Jun 30, 26	+2.48K	0.00%
Continuum Advisory, LLC	2.47K	Jun 30, 26	+2.47K	0.00%
Regatta Research & Money Management	2.29K	Jun 30, 26	+2.29K	0.00%
Westside Investment Management, Inc.	1.90K	Jun 30, 26	+600	0.00%
PRIVATE TRUST CO NA	1.71K	Jun 30, 26	+1.71K	0.00%
BlackRock, Inc.	1.69K	Jun 30, 26	--	0.00%
Allworth Financial LP	1.32K	Jun 30, 26	+1.32K	0.00%
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/	1.24K	Jun 30, 26	+1.24K	0.00%
MATHER GROUP, LLC.	1.21K	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	777	Jun 30, 26	--	0.00%
UBS Group AG	714	Jun 30, 26	+714	0.00%
IFG Advisory, LLC	698	Jun 30, 26	+698	0.00%
EverSource Wealth Advisors, LLC	646	Jun 30, 26	+646	0.00%
Atlantic Union Bankshares Corp	575	Jun 30, 26	-2.40K	0.00%
OLD SECOND NATIONAL BANK OF AURORA	455	Jun 30, 26	--	0.00%
JNBA Financial Advisors	255	Jun 30, 26	+219	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	165	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	153	Jun 30, 26	-177	0.00%
Buck Wealth Strategies, LLC	79	Jun 30, 26	+79	0.00%
Signature Resources Capital Management, LLC	21	Jun 30, 26	+21	0.00%
AE Wealth Management LLC	--	Jun 30, 26	-57.64K	--
Western Wealth Management, LLC	--	Jun 30, 26	-5.47K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-29.39K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-43.60K	--
MAI Capital Management	--	Jun 30, 26	-2.32K	--
JT Stratford LLC	--	Jun 30, 26	-22.46K	--
Darden Wealth Group Inc	--	Jun 30, 26	-23.68K	--
Rossby Financial, LCC	--	Jun 30, 26	-15.07K	--
Financial Services Advisory Inc	--	Jun 30, 26	-90.97K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-136.44K	--
Hershey Financial Advisers, LLC	--	Jun 30, 26	-27.72K	--
DIVERSIFY WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-13.75K	--
BURKETT FINANCIAL SERVICES, LLC	--	Jun 30, 26	-218	--
Almanack Investment Partners, LLC.	--	Jun 30, 26	-17.00K	--
Elevation Capital Advisory, LLC	--	Jun 30, 26	-118.96K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-20.96K	--
SILVER OAK SECURITIES, INCORPORATED	--	Jun 30, 26	-71.36K	--
Synergy Asset Management, LLC	--	Jun 30, 26	-49.81K	--
Per Stirling Capital Management, LLC.	--	Jun 30, 26	-47.99K	--
WIN ADVISORS, INC	--	Jun 30, 26	-469.07K	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-330	--
EVERMAY WEALTH MANAGEMENT LLC	--	Jun 30, 26	-165	--
Quest 10 Wealth Builders, Inc.	--	Jun 30, 26	-650	--
Gibbs Wealth Management	11.69K	Mar 31, 26	-1.63K	0.01%
COMERICA BANK	31.46K	Dec 31, 25	+13.00K	0.03%
CIBC Private Wealth Group, LLC	14.00K	Dec 31, 25	-431	0.01%
Litman Gregory Wealth Management LLC	1.99K	Dec 31, 25	+1.99K	0.00%
SYNOVUS FINANCIAL CORP	1.20M	Sep 30, 25	+72.34K	1.01%
Sagard Holdings Management Inc.	26.24K	Sep 30, 25	-121.22K	0.02%
IronOak Wealth LLC.	61.62K	Jun 30, 25	+61.62K	0.05%
Centricity Wealth Management, LLC	847	Jun 30, 25	+847	0.00%
GRAYHAWK INVESTMENT STRATEGIES INC.	162.78K	Mar 31, 25	-28.45K	0.14%
Sandy Spring Bank	2.98K	Mar 31, 25	+250	0.00%
CAROLINAS WEALTH CONSULTING LLC	515	Mar 31, 25	+12	0.00%
Edge Capital Group, LLC	13.23K	Dec 31, 24	--	0.01%
RAYMOND JAMES & ASSOCIATES	302.64K	Sep 30, 24	+6.33K	0.25%
Raymond James Financial Services Advisors, Inc.	116.58K	Sep 30, 24	-19.54K	0.10%
Retirement Group, LLC	--	Mar 31, 24	-700	--

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Holder

Date

Change

% Held

WELLS FARGO & COMPANY/MN

16.89M

Jun 30, 26

-597.59K

14.15%

BANK OF AMERICA CORP /DE/

13.82M

Jun 30, 26

+3.32M

11.58%

JPMORGAN CHASE & CO

12.75M

Jun 30, 26

+2.93M

10.69%

3EDGE Asset Management, LP

4.38M

Jun 30, 26

+1.03M

3.67%

GREAT LAKES ADVISORS, LLC

3.67M

Jun 30, 26

-160.04K

3.08%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

3.32M

Jun 30, 26

+3.32M

2.78%

LPL Financial LLC

3.23M

Jun 30, 26

+389.45K

2.71%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.12M

Jun 30, 26

+688.26K

2.62%

RAYMOND JAMES FINANCIAL INC

3.06M

Jun 30, 26

+820.75K

2.56%

Pinnacle Financial Partners, Inc.

1.37M

Jun 30, 26

+32.02K

1.15%

HighTower Advisors, LLC

1.36M

Jun 30, 26

+106.85K

1.14%

New Harbor Financial Group, LLC

1.27M

Jun 30, 26

+46.70K

1.07%

Horizon Advisory Services, Inc.

1.17M

Jun 30, 26

+188.60K

0.98%

ASSETMARK, INC

1.10M

Jun 30, 26

+59.83K

0.92%

COMMONWEALTH EQUITY SERVICES, LLC

1.04M

Jun 30, 26

+105.27K

0.87%

Private Advisor Group, LLC

938.68K

Jun 30, 26

-214.86K

0.79%

CENTRAL TRUST Co

830.47K

Jun 30, 26

+81.32K

0.70%

ROYAL BANK OF CANADA

803.42K

Jun 30, 26

+222.28K

0.67%

Vident Advisory, LLC

696.40K

Jun 30, 26

+476.14K

0.58%

INSPIRION WEALTH ADVISORS, LLC

684.47K

Jun 30, 26

+21.35K

0.57%

Sowa Financial Group, Inc.

677.59K

Jun 30, 26

-102.78K

0.57%

Aprio Wealth Management, LLC

661.89K

Jun 30, 26

+39.08K

0.55%

Ellsworth Advisors, LLC

645.89K

Jun 30, 26

+68.62K

0.54%

Advisor OS, LLC

597.69K

Jun 30, 26

+23.96K

0.50%

Cambridge Investment Research Advisors, Inc.

576.98K

Jun 30, 26

+123.03K

0.48%

Sanctuary Advisors, LLC

525.69K

Jun 30, 26

+49.84K

0.44%

Atomi Financial Group, Inc.

524.16K

Jun 30, 26

+144.20K

0.44%

MJP ASSOCIATES INC /ADV

512.29K

Jun 30, 26

+24.76K

0.43%

Cornerstone Wealth Group, LLC

426.51K

Jun 30, 26

+426.51K

0.36%

Jefferies Financial Group Inc.

400.15K

Jun 30, 26

+400.15K

0.34%

Choice Wealth Advisors, LLC

398.93K

Jun 30, 26

+398.93K

0.33%

Stratos Wealth Partners, LTD.

395.38K

Jun 30, 26

+70.88K

0.33%

Mariner, LLC

381.51K

Jun 30, 26

+16.86K

0.32%

Resonant Capital Advisors, LLC

377.43K

Jun 30, 26

+52.68K

0.32%

Janney Montgomery Scott LLC

374.72K

Jun 30, 26

+3.16K

0.31%

PRIVATE CLIENT SERVICES, LLC

347.56K

Jun 30, 26

+347.56K

0.29%

Cetera Investment Advisers

345.32K

Jun 30, 26

+48.55K

0.29%

OPPENHEIMER & CO INC

342.93K

Jun 30, 26

+5.39K

0.29%

ENVESTNET ASSET MANAGEMENT INC

342.82K

Jun 30, 26

+38.05K

0.29%

Ronald Blue Trust, Inc.

338.03K

Jun 30, 26

+5.77K

0.28%

NORTHCAPE WEALTH MANAGEMENT, LLC

328.98K

Jun 30, 26

+12.31K

0.28%

Sunrise Financial Services, LLC

328.81K

Jun 30, 26

+17.37K

0.28%

Csenge Advisory Group

320.73K

Jun 30, 26

+22.98K

0.27%

Guided Capital Wealth Management, LLC

308.48K

Jun 30, 26

+58.60K

0.26%

Ethos Financial Group, LLC

286.04K

Jun 30, 26

-7.53K

0.24%

Great Diamond Partners, LLC

284.64K

Jun 30, 26

+2.42K

0.24%

TWIN FOCUS CAPITAL PARTNERS, LLC

284.61K

Jun 30, 26

+75.03K

0.24%

WILEY BROS.-AINTREE CAPITAL, LLC

266.33K

Jun 30, 26

+93.87K

0.22%

ADVISOR GROUP HOLDINGS, INC.

262.87K

Jun 30, 26

+88.39K

0.22%

MBL Wealth, LLC

259.75K

Jun 30, 26

+21.40K

0.22%

Weil Company, Inc.

248.72K

Jun 30, 26

+17.59K

0.21%

VestGen Advisors, LLC

247.60K

Jun 30, 26

+72.90K

0.21%

tru Independence LLC

246.51K

Jun 30, 26

+14.99K

0.21%

CROBAN

245.98K

Jun 30, 26

+245.98K

0.21%

Cooper Financial Group

244.81K

Jun 30, 26

+244.81K

0.21%

D L CARLSON INVESTMENT GROUP INC

242.82K

Jun 30, 26

+76.77K

0.20%

Proactive Wealth Strategies LLC

219.12K

Jun 30, 26

+29.48K

0.18%

NVWM, LLC

211.07K

Jun 30, 26

-1.20K

0.18%

Nvest Wealth Strategies, Inc.

205.63K

Jun 30, 26

+7.64K

0.17%

Archford Capital Strategies, LLC

197.53K

Jun 30, 26

+1.92K

0.17%

MML INVESTORS SERVICES, LLC

196.04K

Jun 30, 26

-27.05K

0.16%

Beta Wealth Group, Inc.

192.62K

Jun 30, 26

+4.50K

0.16%

Steward Partners Investment Advisory, LLC

181.73K

Jun 30, 26

+6.93K

0.15%

AXXCESS WEALTH MANAGEMENT, LLC

173.69K

Jun 30, 26

+38.92K

0.15%

Perennial Investment Advisors, LLC

162.59K

Jun 30, 26

+169

0.14%

GREAT VALLEY ADVISOR GROUP, INC.

161.89K

Jun 30, 26

-38.50K

0.14%

Empire Financial Management Company, LLC

153.40K

Jun 30, 26

+948

0.13%

Portside Wealth Group, LLC

153.27K

Jun 30, 26

+56.80K

0.13%

Vise Technologies, Inc.

152.71K

Jun 30, 26

+92.78K

0.13%

D.A. DAVIDSON & CO.

147.96K

Jun 30, 26

+147.96K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

145.38K

Jun 30, 26

-442

0.12%

Kestra Advisory Services, LLC

144.88K

Jun 30, 26

+10.70K

0.12%

CHANNEL WEALTH LLC

142.63K

Jun 30, 26

+24.23K

0.12%

Atria Investments, Inc

142.55K

Jun 30, 26

+11.82K

0.12%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

140.81K

Jun 30, 26

+217

0.12%

Twelve Points Wealth Management LLC

138.53K

Jun 30, 26

+8.48K

0.12%

Echo45 Advisors LLC

138.08K

Jun 30, 26

+12.05K

0.12%

Platform Technology Partners

138.01K

Jun 30, 26

+16.99K

0.12%

OneAscent Financial Services LLC

136.66K

Jun 30, 26

+44.77K

0.11%

TRUIST FINANCIAL CORP

133.20K

Jun 30, 26

+3.31K

0.11%

SFG Wealth Management, LLC.

131.02K

Jun 30, 26

-16.90K

0.11%

KICKSTAND VENTURES, LLC.

126.91K

Jun 30, 26

+126.91K

0.11%

Bennett Associates Wealth Management

125.82K

Jun 30, 26

-16.34K

0.11%

Coastal Bridge Advisors, LLC

114.56K

Jun 30, 26

+38.88K

0.10%

Ausdal Financial Partners, Inc.

104.66K

Jun 30, 26

+104.66K

0.09%

PLANWISER FINANCIAL, LLC

104.20K

Jun 30, 26

+2.58K

0.09%

CERTIOR FINANCIAL GROUP, LLC

100.51K

Jun 30, 26

+30.42K

0.08%

MONECO Advisors, LLC

96.85K

Jun 30, 26

+4.38K

0.08%

IFP Advisors, Inc

96.11K

Jun 30, 26

+3.60K

0.08%

COURIER CAPITAL LLC

94.81K

Jun 30, 26

+23.43K

0.08%

CARY STREET PARTNERS FINANCIAL LLC

91.07K

Jun 30, 26

+1.31K

0.08%

Alliance Wealth Advisors, LLC /UT

89.56K

Jun 30, 26

+9.71K

0.08%

PCG Wealth Advisors, LLC

83.36K

Jun 30, 26

-2.62K

0.07%

Bedel Financial Consulting, Inc.

82.43K

Jun 30, 26

+82.43K

0.07%

MainStreet Investment Advisors LLC

79.74K

Jun 30, 26

+79.74K

0.07%

HARBOR INVESTMENT ADVISORY, LLC

74.49K

Jun 30, 26

-3.44K

0.06%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

74.05K

Jun 30, 26

-10.82K

0.06%

Worth Financial Advisory Group, LLC

72.02K

Jun 30, 26

+70.27K

0.06%

Cerity Partners LLC

68.05K

Jun 30, 26

+13.61K

0.06%

SHP Wealth Management

67.96K

Jun 30, 26

+11.46K

0.06%

VICUS CAPITAL

66.10K

Jun 30, 26

+31.91K

0.06%

NOMURA ASSET MANAGEMENT CO LTD

65.60K

Jun 30, 26

-41.40K

0.05%

EXCHANGE TRADED CONCEPTS, LLC

65.23K

Jun 30, 26

+4.45K

0.05%

Kathmere Capital Management, LLC

64.83K

Jun 30, 26

-556

0.05%

Pensionmark Financial Group, LLC

64.07K

Jun 30, 26

0.05%

Opus Financial Solutions LLC

63.50K

Jun 30, 26

+7.50K

0.05%

MASSMUTUAL TRUST CO FSB/ADV

61.63K

Jun 30, 26

+61.63K

0.05%

Baird Financial Group, Inc.

58.71K

Jun 30, 26

-6.92K

0.05%

Marshall & Sterling Wealth Advisors Inc.

55.73K

Jun 30, 26

+13.99K

0.05%

Meridian Wealth Management, LLC

53.90K

Jun 30, 26

+23.76K

0.05%

Bank of New York Mellon Corp

51.62K

Jun 30, 26

+11.51K

0.04%

IHT Wealth Management, LLC

50.52K

Jun 30, 26

+8.84K

0.04%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

49.34K

Jun 30, 26

-91.70K

0.04%

GENESIS PRIVATE WEALTH, LLC

46.69K

Jun 30, 26

-10.00K

0.04%

Embree Financial Group

42.86K

Jun 30, 26

+42.86K

0.04%

Signal Advisors Wealth, LLC

42.59K

Jun 30, 26

+42.59K

0.04%

Gateway Wealth Partners, LLC

42.57K

Jun 30, 26

-16.74K

0.04%

Cyndeo Wealth Partners, LLC

40.78K

Jun 30, 26

+1.39K

0.03%

GREENWOOD CAPITAL ASSOCIATES LLC

40.71K

Jun 30, 26

+14.28K

0.03%

Wallace Advisory Group, LLC

40.13K

Jun 30, 26

+8.22K

0.03%

Ackerman Capital Advisors, LLC

39.34K

Jun 30, 26

-902

0.03%

Integrated Wealth Concepts LLC

38.13K

Jun 30, 26

+15.07K

0.03%

Advisory Services Network, LLC

37.89K

Jun 30, 26

+2.88K

0.03%

Outlook Wealth Advisors, LLC

37.38K

Jun 30, 26

+7.84K

0.03%

FIFTH THIRD BANCORP

37.00K

Jun 30, 26

+360

0.03%

Matrix Trust Co

36.88K

Jun 30, 26

+16.44K

0.03%

Visionary Wealth Advisors

36.54K

Jun 30, 26

+20.41K

0.03%

LAKE STREET FINANCIAL LLC

36.04K

Jun 30, 26

+3.58K

0.03%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

34.71K

Jun 30, 26

+34.71K

0.03%

HM PAYSON & CO

34.59K

Jun 30, 26

0.03%

Advisors Preferred, LLC

34.57K

Jun 30, 26

+34.57K

0.03%

Arkadios Wealth Advisors

34.44K

Jun 30, 26

+2.00K

0.03%

Rockefeller Capital Management L.P.

32.24K

Jun 30, 26

+32.24K

0.03%

SK Wealth Management, LLC

31.55K

Jun 30, 26

-635

0.03%

STAR Financial Bank

30.02K

Jun 30, 26

+2.70K

0.03%

Global Retirement Partners, LLC

29.39K

Jun 30, 26

+29.39K

0.02%

4J Wealth Management LLC

28.64K

Jun 30, 26

+16.85K

0.02%

Merit Financial Group, LLC

28.19K

Jun 30, 26

-61.33K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

27.75K

Jun 30, 26

+27.75K

0.02%

CI Private Wealth, LLC

26.84K

Jun 30, 26

-3.51K

0.02%

SHEETS SMITH WEALTH MANAGEMENT

26.07K

Jun 30, 26

0.02%

Concurrent Investment Advisors, LLC

25.73K

Jun 30, 26

-214.98K

0.02%

CreativeOne Wealth, LLC

25.70K

Jun 30, 26

+6.37K

0.02%

MGO ONE SEVEN LLC

25.68K

Jun 30, 26

+17.23K

0.02%

Richmond Investment Services, LLC

25.60K

Jun 30, 26

-27.55K

0.02%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

24.73K

Jun 30, 26

+7.99K

0.02%

OneAscent Family Office, LLC

24.68K

Jun 30, 26

-1.80K

0.02%

Financial Network Wealth Advisors LLC

24.27K

Jun 30, 26

+7.95K

0.02%

FINANCIAL MANAGEMENT NETWORK INC

24.11K

Jun 30, 26

+9.54K

0.02%

Balboa Wealth Partners

22.08K

Jun 30, 26

+22.08K

0.02%

KWB Wealth

21.55K

Jun 30, 26

+2.39K

0.02%

TRUST CO OF TOLEDO NA /OH/

21.35K

Jun 30, 26

+21.35K

0.02%

WHITTIER TRUST CO

20.86K

Jun 30, 26

+4.21K

0.02%

NWAM LLC

20.83K

Jun 30, 26

+20.83K

0.02%

Beacon Pointe Advisors, LLC

19.47K

Jun 30, 26

+19.47K

0.02%

NewEdge Advisors, LLC

19.07K

Jun 30, 26

+18.57K

0.02%

NORDEN GROUP LLC

19.03K

Jun 30, 26

+3.88K

0.02%

Presidio Capital Management, LLC

18.85K

Jun 30, 26

-460

0.02%

Belpointe Asset Management LLC

18.68K

Jun 30, 26

+5.07K

0.02%

CGN Advisors LLC

18.34K

Jun 30, 26

-437

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

18.25K

Jun 30, 26

+2.02K

0.02%

FIDUCIARY FINANCIAL ADVISORS

18.13K

Jun 30, 26

+18.13K

0.02%

Ascension Capital Advisors, Inc.

17.36K

Jun 30, 26

+17.36K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

17.30K

Jun 30, 26

+6.87K

0.01%

OneAscent Wealth Management LLC

17.27K

Jun 30, 26

-5.51K

0.01%

Prosperity Consulting Group, LLC

17.19K

Jun 30, 26

+2.00K

0.01%

Worth Asset Management, LLC

17.01K

Jun 30, 26

-5.56K

0.01%

Capital Analysts, LLC

16.25K

Jun 30, 26

+13.07K

0.01%

Advisory Alpha, LLC

16.20K

Jun 30, 26

-1

0.01%

MORGAN STANLEY

16.11K

Jun 30, 26

-5.21K

0.01%

Vavra Capital Management, LLC

15.15K

Jun 30, 26

+224

0.01%

PFG Investments, LLC

14.54K

Jun 30, 26

+1.30K

0.01%

Entelevest, LLC

14.32K

Jun 30, 26

+2.02K

0.01%

NewEdge Wealth, LLC

13.23K

Jun 30, 26

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

13.07K

Jun 30, 26

-3.50K

0.01%

Fragasso Group Inc.

13.02K

Jun 30, 26

-3.14K

0.01%

CIBC Bancorp USA Inc.

12.84K

Jun 30, 26

-1.16K

0.01%

Prospera Financial Services Inc

12.83K

Jun 30, 26

+12.83K

0.01%

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

12.63K

Jun 30, 26

-481

0.01%

Aventura Private Wealth, LLC

12.19K

Jun 30, 26

-617

0.01%

PFG Advisors

11.91K

Jun 30, 26

+11.91K

0.01%

Legacy Wealth Managment, LLC/ID

11.59K

Jun 30, 26

+11.59K

0.01%

FOCUSED ALPHA, LLC

11.25K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

10.90K

Jun 30, 26

+266

0.01%

WBI INVESTMENTS, INC.

10.86K

Jun 30, 26

+10.86K

0.01%

Apollon Wealth Management, LLC

10.86K

Jun 30, 26

+10.86K

0.01%

SRS Capital Advisors, Inc.

10.69K

Jun 30, 26

+10.69K

0.01%

Buckingham Strategic Partners

9.61K

Jun 30, 26

+9.61K

0.01%

OMNI 360 Wealth, Inc.

9.61K

Jun 30, 26

+9.61K

0.01%

Stillwater Private Wealth, LLC

9.51K

Jun 30, 26

-12.31K

0.01%

Trajan Wealth LLC

9.29K

Jun 30, 26

-659

0.01%

Eagle Strategies LLC

9.19K

Jun 30, 26

+1.12K

0.01%

REGIMEN WEALTH, LLC

9.15K

Jun 30, 26

+2.25K

0.01%

Englebert Financial Advisers, LLC

9.14K

Jun 30, 26

+536

0.01%

Adviser Investments LLC

9.00K

Jun 30, 26

+9.00K

0.01%

Family Office Research LLC

8.71K

Jun 30, 26

+515

0.01%

Harvest Investment Services, LLC

8.70K

Jun 30, 26

+254

0.01%

FIDUCIENT ADVISORS LLC

8.64K

Jun 30, 26

+8.64K

0.01%

EASTERN BANK

8.40K

Jun 30, 26

+940

0.01%

Crewe Advisors LLC

7.87K

Jun 30, 26

+7.87K

0.01%

VERUS CAPITAL PARTNERS, LLC

7.82K

Jun 30, 26

+7.82K

0.01%

PRESILIUM PRIVATE WEALTH, LLC

7.66K

Jun 30, 26

+7.66K

0.01%

Ballew Advisors, Inc

7.58K

Jun 30, 26

+7.58K

0.01%

Farther Finance Advisors, LLC

6.22K

Jun 30, 26

-12.28K

0.01%

Ensign Peak Advisors, Inc

6.20K

Jun 30, 26

+6.20K

0.01%

WHITTIER TRUST CO OF NEVADA INC

4.99K

Jun 30, 26

+4.99K

0.00%

Synergy Investment Management, LLC

4.74K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.09K

Jun 30, 26

0.00%

HARBOR CAPITAL ADVISORS, INC.

3.68K

Jun 30, 26

+3.68K

0.00%

Birchwood Financial Partners, Inc.

3.61K

Jun 30, 26

+2.02K

0.00%

HARBOUR INVESTMENTS, INC.

3.08K

Jun 30, 26

0.00%

US BANCORP \DE\

2.87K

Jun 30, 26

-99

0.00%

NBH Bank

2.48K

Jun 30, 26

+2.48K

0.00%

Continuum Advisory, LLC

2.47K

Jun 30, 26

+2.47K

0.00%

Regatta Research & Money Management

2.29K

Jun 30, 26

+2.29K

0.00%

Westside Investment Management, Inc.

1.90K

Jun 30, 26

+600

0.00%

PRIVATE TRUST CO NA

1.71K

Jun 30, 26

+1.71K

0.00%

BlackRock, Inc.

1.69K

Jun 30, 26

0.00%

Allworth Financial LP

1.32K

Jun 30, 26

+1.32K

0.00%

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

1.24K

Jun 30, 26

+1.24K

0.00%

MATHER GROUP, LLC.

1.21K

Jun 30, 26

0.00%

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

777

Jun 30, 26

0.00%

UBS Group AG

714

Jun 30, 26

+714

0.00%

IFG Advisory, LLC

698

Jun 30, 26

+698

0.00%

EverSource Wealth Advisors, LLC

646

Jun 30, 26

+646

0.00%

Atlantic Union Bankshares Corp

575

Jun 30, 26

-2.40K

0.00%

OLD SECOND NATIONAL BANK OF AURORA

455

Jun 30, 26

0.00%

JNBA Financial Advisors

255

Jun 30, 26

+219

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

165

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

153

Jun 30, 26

-177

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+79

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

+21

0.00%

AE Wealth Management LLC

Jun 30, 26

-57.64K

Western Wealth Management, LLC

Jun 30, 26

-5.47K

FLOW TRADERS U.S. LLC

Jun 30, 26

-29.39K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-43.60K

MAI Capital Management

Jun 30, 26

-2.32K

JT Stratford LLC

Jun 30, 26

-22.46K

Darden Wealth Group Inc

Jun 30, 26

-23.68K

Rossby Financial, LCC

Jun 30, 26

-15.07K

Financial Services Advisory Inc

Jun 30, 26

-90.97K

JANE STREET GROUP, LLC

Jun 30, 26

-136.44K

Hershey Financial Advisers, LLC

Jun 30, 26

-27.72K

DIVERSIFY WEALTH MANAGEMENT, LLC

Jun 30, 26

-13.75K

BURKETT FINANCIAL SERVICES, LLC

Jun 30, 26

-218

Almanack Investment Partners, LLC.

Jun 30, 26

-17.00K

Elevation Capital Advisory, LLC

Jun 30, 26

-118.96K

Qube Research & Technologies Ltd

Jun 30, 26

-20.96K

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

-71.36K

Synergy Asset Management, LLC

Jun 30, 26

-49.81K

Per Stirling Capital Management, LLC.

Jun 30, 26

-47.99K

WIN ADVISORS, INC

Jun 30, 26

-469.07K

Kingdom Financial Group LLC.

Jun 30, 26

-330

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

-165

Quest 10 Wealth Builders, Inc.

Jun 30, 26

-650

Gibbs Wealth Management

11.69K

Mar 31, 26

-1.63K

0.01%

COMERICA BANK

31.46K

Dec 31, 25

+13.00K

0.03%

CIBC Private Wealth Group, LLC

14.00K

Dec 31, 25

-431

0.01%

Litman Gregory Wealth Management LLC

1.99K

Dec 31, 25

+1.99K

0.00%

SYNOVUS FINANCIAL CORP

1.20M

Sep 30, 25

+72.34K

1.01%

Sagard Holdings Management Inc.

26.24K

Sep 30, 25

-121.22K

0.02%

IronOak Wealth LLC.

61.62K

Jun 30, 25

+61.62K

0.05%

Centricity Wealth Management, LLC

847

Jun 30, 25

+847

0.00%

GRAYHAWK INVESTMENT STRATEGIES INC.

162.78K

Mar 31, 25

-28.45K

0.14%

Sandy Spring Bank

2.98K

Mar 31, 25

+250

0.00%

CAROLINAS WEALTH CONSULTING LLC

515

Mar 31, 25

+12

0.00%

Edge Capital Group, LLC

13.23K

Dec 31, 24

0.01%

RAYMOND JAMES & ASSOCIATES

302.64K

Sep 30, 24

+6.33K

0.25%

Raymond James Financial Services Advisors, Inc.

116.58K

Sep 30, 24

-19.54K

0.10%

Retirement Group, LLC

Mar 31, 24

-700