iShares Gold Trust Micro(IAUM)

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iShares Gold Trust Micro(IAUM)

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IAUM(IAUM)

IAUM

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Institutional Ownership

Top 324 Institutional Holders

Holder	Shares	Date	Change	% Held
Sumitomo Mitsui Trust Group, Inc.	28.23M	Jun 30, 26	+1.40M	17.87%
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	3.97M	Jun 30, 26	+1.09M	2.51%
Alaska Permanent Fund Corp	3.58M	Jun 30, 26	-124.00K	2.27%
BlackRock, Inc.	2.44M	Jun 30, 26	+1.59M	1.54%
Asset Management One Co., Ltd.	2.43M	Jun 30, 26	+1.00M	1.54%
Ronald Blue Trust, Inc.	1.58M	Jun 30, 26	-23.33K	1.00%
Cartesian Growth Corp	1.42M	Jun 30, 26	+80.00K	0.90%
AlphaCore Capital LLC	1.07M	Jun 30, 26	+131.40K	0.68%
FIFTH THIRD BANCORP	842.37K	Jun 30, 26	+8.23K	0.53%
BOK Financial Private Wealth, Inc.	747.97K	Jun 30, 26	-382.68K	0.47%
Vident Advisory, LLC	676.38K	Jun 30, 26	-1.01M	0.43%
Heck Capital Advisors, LLC	584.56K	Jun 30, 26	-1.85M	0.37%
Mirae Asset Global Investments Co., Ltd.	520.00K	Jun 30, 26	-220.00K	0.33%
JPMORGAN CHASE & CO	437.81K	Jun 30, 26	+23.77K	0.28%
Fielder Capital Group LLC	395.26K	Jun 30, 26	+1.37K	0.25%
Avestar Capital, LLC	365.57K	Jun 30, 26	-2.19K	0.23%
Reliant Wealth Planning	354.09K	Jun 30, 26	+17.11K	0.22%
China Universal Asset Management Co., Ltd.	353.00K	Jun 30, 26	+20.00K	0.22%
Versant Capital Management, Inc	345.41K	Jun 30, 26	+25.24K	0.22%
ENVESTNET ASSET MANAGEMENT INC	295.85K	Jun 30, 26	+43.22K	0.19%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	291.25K	Jun 30, 26	-1.19M	0.18%
TRUIST FINANCIAL CORP	289.29K	Jun 30, 26	+50.67K	0.18%
HOWLAND CAPITAL MANAGEMENT LLC	268.08K	Jun 30, 26	-6.96K	0.17%
SIGMA INVESTMENT COUNSELORS INC	239.22K	Jun 30, 26	-5.28K	0.15%
MGO ONE SEVEN LLC	221.72K	Jun 30, 26	+2.69K	0.14%
SFM, LLC	220.01K	Jun 30, 26	+3.15K	0.14%
LPL Financial LLC	200.74K	Jun 30, 26	+58.20K	0.13%
RFG Advisory, LLC	198.41K	Jun 30, 26	-65.11K	0.13%
MML INVESTORS SERVICES, LLC	197.99K	Jun 30, 26	+22.62K	0.13%
Raub Brock Capital Management LP	195.99K	Jun 30, 26	-6.93K	0.12%
Fifth Third Wealth Advisors LLC	188.33K	Jun 30, 26	+4.81K	0.12%
TABLEAUX LLC	183.37K	Jun 30, 26	+14.74K	0.12%
AE Wealth Management LLC	182.55K	Jun 30, 26	-70.80K	0.12%
Savvy Advisors, Inc.	157.21K	Jun 30, 26	+101.41K	0.10%
Amundi	147.70K	Jun 30, 26	+12.37K	0.09%
VICUS CAPITAL	145.59K	Jun 30, 26	+11.68K	0.09%
CASTLE WEALTH MANAGEMENT LLC	128.62K	Jun 30, 26	+1.66K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	127.02K	Jun 30, 26	-1.42K	0.08%
SRS Capital Advisors, Inc.	115.90K	Jun 30, 26	+114.48K	0.07%
Kestra Advisory Services, LLC	109.04K	Jun 30, 26	+13.96K	0.07%
Cetera Investment Advisers	100.44K	Jun 30, 26	+11.83K	0.06%
Colony Group, LLC	99.71K	Jun 30, 26	-25.62K	0.06%
Summit Financial, LLC	97.27K	Jun 30, 26	+426	0.06%
Encompass More Asset Management	94.37K	Jun 30, 26	+94.37K	0.06%
Atria Investments, Inc	84.49K	Jun 30, 26	+1.89K	0.05%
Prospera Financial Services Inc	81.07K	Jun 30, 26	+27.13K	0.05%
M Wealth Management, LLC	77.01K	Jun 30, 26	+485	0.05%
Turning Point Benefit Group, Inc.	66.83K	Jun 30, 26	-8.16K	0.04%
CARL STUART INVESTMENT ADVISOR, INC	66.60K	Jun 30, 26	+33.66K	0.04%
Firestone Capital Management	65.79K	Jun 30, 26	+34.85K	0.04%
Vise Technologies, Inc.	61.56K	Jun 30, 26	+16.07K	0.04%
Steel Peak Wealth Management LLC	59.85K	Jun 30, 26	+228	0.04%
BOKF, NA	59.39K	Jun 30, 26	+12.90K	0.04%
EVERMAY WEALTH MANAGEMENT LLC	53.86K	Jun 30, 26	+3.72K	0.03%
Cedar Point Capital Partners, LLC	53.75K	Jun 30, 26	+2.84K	0.03%
Choate Investment Advisors	53.70K	Jun 30, 26	--	0.03%
Stokes Family Office, LLC	51.76K	Jun 30, 26	-28.26K	0.03%
Cambridge Investment Research Advisors, Inc.	48.99K	Jun 30, 26	+3.19K	0.03%
Chemistry Wealth Management LLC	47.26K	Jun 30, 26	+9.46K	0.03%
Westfuller Advisors, LLC	44.83K	Jun 30, 26	+9.66K	0.03%
OARSMAN CAPITAL, INC.	41.96K	Jun 30, 26	-946	0.03%
HighTower Advisors, LLC	41.88K	Jun 30, 26	+2.10K	0.03%
Tactive Advisors, LLC	39.51K	Jun 30, 26	+2.64K	0.03%
M&T BANK CORP	37.37K	Jun 30, 26	+37.37K	0.02%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	33.53K	Jun 30, 26	--	0.02%
Rooted Wealth Advisors, Inc.	33.30K	Jun 30, 26	+4.93K	0.02%
Farther Finance Advisors, LLC	32.97K	Jun 30, 26	+28.13K	0.02%
Cushing Capital Partners, LLC	32.92K	Jun 30, 26	+3.51K	0.02%
Wedmont Private Capital	32.41K	Jun 30, 26	-417	0.02%
RETIREMENT FINANCIAL SOLUTIONS, LLC	31.75K	Jun 30, 26	+4.00K	0.02%
BIP Wealth, LLC	31.07K	Jun 30, 26	+31.07K	0.02%
PRINCIPAL SECURITIES, INC.	31.00K	Jun 30, 26	-2.39K	0.02%
Global Retirement Partners, LLC	30.47K	Jun 30, 26	+30.47K	0.02%
Hilton Capital Management, LLC	30.05K	Jun 30, 26	--	0.02%
Ardent Capital Management, Inc.	28.50K	Jun 30, 26	--	0.02%
Aptus Capital Advisors, LLC	26.72K	Jun 30, 26	+3.57K	0.02%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	24.36K	Jun 30, 26	--	0.02%
Upper Left Wealth Management, LLC	22.02K	Jun 30, 26	+22.02K	0.01%
Meridian Wealth Management, LLC	21.68K	Jun 30, 26	+5.54K	0.01%
Mayflower Financial Advisors, LLC	20.98K	Jun 30, 26	+2.70K	0.01%
SMITH, MOORE & CO.	20.00K	Jun 30, 26	-353	0.01%
Scarborough Advisors, LLC	19.95K	Jun 30, 26	-4.37K	0.01%
Rede Wealth, LLC	19.88K	Jun 30, 26	+200	0.01%
OVERSEA-CHINESE BANKING Corp Ltd	19.21K	Jun 30, 26	-85.89K	0.01%
Sivia Capital Partners, LLC	18.30K	Jun 30, 26	+2.57K	0.01%
McKinley Carter Wealth Services, Inc.	17.63K	Jun 30, 26	+4.81K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.50K	Jun 30, 26	+5.01K	0.01%
Columbus Macro, LLC	17.14K	Jun 30, 26	+17.14K	0.01%
a16z Perennial Management, L.P.	17.08K	Jun 30, 26	--	0.01%
Signal Advisors Wealth, LLC	16.80K	Jun 30, 26	-812	0.01%
New England Private Wealth Advisors LLC	16.77K	Jun 30, 26	--	0.01%
Brand Asset Management Group, Inc.	15.51K	Jun 30, 26	-515	0.01%
NavPoint Financial, Inc.	15.22K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	15.05K	Jun 30, 26	-10.93K	0.01%
REGIONS FINANCIAL CORP	14.79K	Jun 30, 26	+4.34K	0.01%
MARIPAU WEALTH MANAGEMENT LLC	14.65K	Jun 30, 26	-757	0.01%
Brookstone Capital Management	13.62K	Jun 30, 26	+1.43K	0.01%
RiverGlades Family Offices LLC	13.00K	Jun 30, 26	+13.00K	0.01%
EverSource Wealth Advisors, LLC	12.90K	Jun 30, 26	+3.93K	0.01%
Archer Investment Management, LLC	12.24K	Jun 30, 26	+7.08K	0.01%
Precision Wealth Strategies, LLC	11.24K	Jun 30, 26	+11.24K	0.01%
S.A. Mason LLC	11.01K	Jun 30, 26	+1.67K	0.01%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	10.97K	Jun 30, 26	+10.97K	0.01%
Family Investment Center, Inc.	10.80K	Jun 30, 26	-7.05K	0.01%
Atomi Financial Group, Inc.	10.71K	Jun 30, 26	+10.71K	0.01%
Kovack Advisors, Inc.	10.71K	Jun 30, 26	-14.15K	0.01%
AlphaStar Capital Management, LLC	10.63K	Jun 30, 26	--	0.01%
NewEdge Advisors, LLC	10.59K	Jun 30, 26	+2.00K	0.01%
Painted Porch Advisors LLC	10.50K	Jun 30, 26	--	0.01%
Beckerman Institutional, LLC	10.34K	Jun 30, 26	+299	0.01%
STIFEL FINANCIAL CORP	10.29K	Jun 30, 26	-452	0.01%
Merit Financial Group, LLC	9.93K	Jun 30, 26	+74	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.86K	Jun 30, 26	--	0.01%
Arkadios Wealth Advisors	9.60K	Jun 30, 26	-129	0.01%
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	9.45K	Jun 30, 26	-3.00K	0.01%
XML Financial, LLC	9.18K	Jun 30, 26	+1.38K	0.01%
Bay Rivers Group	8.68K	Jun 30, 26	+301	0.01%
KFG WEALTH MANAGEMENT, LLC	8.33K	Jun 30, 26	+8.33K	0.01%
CHAPMAN FINANCIAL GROUP, LLC	8.05K	Jun 30, 26	+5.27K	0.01%
London & Capital Asset Management Ltd	7.36K	Jun 30, 26	+80	0.00%
SILVER OAK SECURITIES, INCORPORATED	7.35K	Jun 30, 26	--	0.00%
Walkner Condon Financial Advisors LLC	7.29K	Jun 30, 26	+257	0.00%
Advisor OS, LLC	7.02K	Jun 30, 26	-945	0.00%
MJP ASSOCIATES INC /ADV	7.02K	Jun 30, 26	-945	0.00%
FLORIDA FINANCIAL ADVISORS, LLC	6.86K	Jun 30, 26	+285	0.00%
MISSION WEALTH MANAGEMENT, LP	6.83K	Jun 30, 26	+6.83K	0.00%
Main Street Financial Solutions, LLC	6.65K	Jun 30, 26	--	0.00%
CAP Partners, LLC	6.55K	Jun 30, 26	+303	0.00%
SJS Investment Consulting Inc.	6.24K	Jun 30, 26	-3.11K	0.00%
EXCALIBUR MANAGEMENT CORP	6.23K	Jun 30, 26	+6.23K	0.00%
Daiwa Securities Group Inc.	6.21K	Jun 30, 26	+6.21K	0.00%
SAGESPRING WEALTH PARTNERS, LLC	6.15K	Jun 30, 26	+369	0.00%
HOWE & RUSLING INC	6.08K	Jun 30, 26	--	0.00%
D'Orazio & Associates, Inc.	5.98K	Jun 30, 26	--	0.00%
Retirement Planning Group	5.95K	Jun 30, 26	--	0.00%
EP Wealth Advisors, LLC	5.84K	Jun 30, 26	+955	0.00%
WESTBOURNE INVESTMENTS, INC.	5.78K	Jun 30, 26	--	0.00%
CacheTech Inc.	5.52K	Jun 30, 26	+7	0.00%
KMT WEALTH MANAGEMENT, LLC	5.46K	Jun 30, 26	+5.46K	0.00%
Sigma Planning Corp	5.46K	Jun 30, 26	+5.46K	0.00%
EPIQ PARTNERS, LLC	5.43K	Jun 30, 26	+5.43K	0.00%
Apella Capital, LLC	5.27K	Jun 30, 26	--	0.00%
Resources Investment Advisors, LLC.	5.25K	Jun 30, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	5.21K	Jun 30, 26	--	0.00%
Discipline Wealth Solutions, LLC	5.17K	Jun 30, 26	-2.00K	0.00%
Baker Avenue Asset Management, LP	5.10K	Jun 30, 26	--	0.00%
Keystone Wealth Services, LLC	5.09K	Jun 30, 26	-3.90K	0.00%
Aspect Partners, LLC	5.04K	Jun 30, 26	+10	0.00%
FIRST FINANCIAL BANKSHARES INC	5.03K	Jun 30, 26	--	0.00%
CoreFirst Bank & Trust	3.06K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	2.87K	Jun 30, 26	--	0.00%
SouthState Corp	2.86K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	2.66K	Jun 30, 26	+175	0.00%
US BANCORP \DE\	2.58K	Jun 30, 26	+1.57K	0.00%
Kingdom Financial Group LLC.	2.46K	Jun 30, 26	-2.72K	0.00%
Avion Wealth	1.86K	Jun 30, 26	+1.86K	0.00%
Quest 10 Wealth Builders, Inc.	1.50K	Jun 30, 26	-1.54K	0.00%
Abound Wealth Management	1.48K	Jun 30, 26	+78	0.00%
True Wealth Design, LLC	1.46K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	1.22K	Jun 30, 26	+1.22K	0.00%
MATHER GROUP, LLC.	1.16K	Jun 30, 26	+1.04K	0.00%
Tradewinds Capital Management, LLC	1.10K	Jun 30, 26	-75	0.00%
Rossby Financial, LCC	1.02K	Jun 30, 26	+1	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	997	Jun 30, 26	--	0.00%
Fairman Group, LLC	959	Jun 30, 26	+363	0.00%
Lloyd Advisory Services, LLC.	929	Jun 30, 26	-4.25K	0.00%
Bogart Wealth, LLC	824	Jun 30, 26	-235	0.00%
AdvisorNet Financial, Inc	750	Jun 30, 26	--	0.00%
Decker Retirement Planning Inc.	661	Jun 30, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	611	Jun 30, 26	-249	0.00%
Parallel Advisors, LLC	538	Jun 30, 26	--	0.00%
Triumph Capital Management	500	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	500	Jun 30, 26	+500	0.00%
HARBOUR INVESTMENTS, INC.	500	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	495	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	474	Jun 30, 26	+474	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	400	Jun 30, 26	-350	0.00%
SOA Wealth Advisors, LLC.	343	Jun 30, 26	--	0.00%
Capital Analysts, LLC	320	Jun 30, 26	--	0.00%
Costello Asset Management, INC	300	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	246	Jun 30, 26	+71	0.00%
Stone House Investment Management, LLC	245	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	197	Jun 30, 26	+197	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	189	Jun 30, 26	--	0.00%
ASSETMARK, INC	139	Jun 30, 26	--	0.00%
Allworth Financial LP	122	Jun 30, 26	--	0.00%
Archer Investment Corp	119	Jun 30, 26	-372	0.00%
Fairway Wealth LLC	106	Jun 30, 26	+106	0.00%
CoreCap Advisors, LLC	68	Jun 30, 26	-419	0.00%
Deane Retirement Strategies, Inc.	51	Jun 30, 26	+3	0.00%
Atlantic Union Bankshares Corp	50	Jun 30, 26	--	0.00%
Concord Wealth Partners	27	Jun 30, 26	+27	0.00%
Richard W. Paul & Associates, LLC	25	Jun 30, 26	-24	0.00%
CI Private Wealth, LLC	--	Jun 30, 26	-9.87K	--
Advisors Preferred, LLC	--	Jun 30, 26	-829	--
TRANSCEND CAPITAL ADVISORS, LLC	--	Jun 30, 26	-6.65K	--
OneAscent Financial Services LLC	--	Jun 30, 26	-4.44K	--
Quadrature Capital Ltd	--	Jun 30, 26	-991.74K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-26.50K	--
Heirloom Wealth Management	--	Jun 30, 26	-44.28K	--
Slagle Financial, LLC	--	Jun 30, 26	-9.21K	--
Myriad Asset Management US LP	--	Jun 30, 26	-275.24K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.00K	--
POM Investment Strategies, LLC	--	Jun 30, 26	-154	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-14.91K	--
PFG Investments, LLC	--	Jun 30, 26	-5.14K	--
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	--	Jun 30, 26	-4.55K	--
TCG Advisory Services, LLC	--	Jun 30, 26	-4.71K	--
LEVEL FOUR ADVISORY SERVICES, LLC	--	Jun 30, 26	-9.93K	--
Independent Advisor Alliance	--	Jun 30, 26	-21.96K	--
Concurrent Investment Advisors, LLC	--	Jun 30, 26	-4.30K	--
HOWARD BAILEY SECURITIES, LLC	--	Jun 30, 26	-4.57K	--
B.O.S.S. Retirement Advisors, LLC	--	Jun 30, 26	-4.61K	--
FIFTH THIRD SECURITIES, INC.	--	Jun 30, 26	-10.40K	--
Summit Trail Advisors, LLC	--	Jun 30, 26	-12.55K	--
Optivise Advisory Services LLC	--	Jun 30, 26	-10.84K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-29	--
BANK OF AMERICA CORP /DE/	3.42M	Mar 31, 26	+499.96K	2.17%
Vident Advisory, LLC	1.68M	Mar 31, 26	-27.81K	1.07%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	1.48M	Mar 31, 26	-1.85M	0.93%
RAYMOND JAMES FINANCIAL INC	734.75K	Mar 31, 26	+33.05K	0.47%
GOLDMAN SACHS GROUP INC	657.20K	Mar 31, 26	+344.34K	0.42%
Ancora Advisors, LLC	643.52K	Mar 31, 26	+28.31K	0.41%
Sanctuary Advisors, LLC	419.75K	Mar 31, 26	-394.23K	0.27%
United Community Bank	376.34K	Mar 31, 26	-13.32K	0.24%
MAI Capital Management	314.99K	Mar 31, 26	+18.12K	0.20%
Pensionmark Financial Group, LLC	274.87K	Mar 31, 26	+43.54K	0.17%
Permanens Capital L.P.	265.65K	Mar 31, 26	+113.27K	0.17%
THRIVENT FINANCIAL FOR LUTHERANS	239.57K	Mar 31, 26	+180.60K	0.15%
Greenline Partners, LLC	170.45K	Mar 31, 26	+54.33K	0.11%
Spectrum Strategic Capital Management, LLC	147.49K	Mar 31, 26	-2.92K	0.09%
Jump Financial, LLC	135.53K	Mar 31, 26	+120.43K	0.09%
Cerity Partners LLC	129.18K	Mar 31, 26	+78.32K	0.08%
CITADEL ADVISORS LLC	127.28K	Mar 31, 26	+20.85K	0.08%
Colony Group, LLC	125.33K	Mar 31, 26	+45.27K	0.08%
ADVISOR GROUP HOLDINGS, INC.	115.58K	Mar 31, 26	-122	0.07%
Stonehage Fleming Financial Services Holdings Ltd	113.31K	Mar 31, 26	+14.59K	0.07%
MorganRosel Wealth Management, LLC	110.08K	Mar 31, 26	-126.58K	0.07%
Summit Financial, LLC	96.84K	Mar 31, 26	+96.84K	0.06%
SIGNET FINANCIAL MANAGEMENT, LLC	95.67K	Mar 31, 26	-24.90K	0.06%
Cetera Investment Advisers	88.61K	Mar 31, 26	+7.66K	0.06%
U.S. Capital Wealth Advisors, LLC	87.60K	Mar 31, 26	-20.73K	0.06%
Mariner, LLC	79.88K	Mar 31, 26	+3.38K	0.05%
NOMURA ASSET MANAGEMENT CO LTD	62.00K	Mar 31, 26	--	0.04%
Empowered Funds, LLC	55.81K	Mar 31, 26	+55.81K	0.04%
Choate Investment Advisors	53.70K	Mar 31, 26	+11.06K	0.03%
CAPTRUST FINANCIAL ADVISORS	45.41K	Mar 31, 26	+45.41K	0.03%
Creative Planning	44.57K	Mar 31, 26	+11.76K	0.03%
Toroso Investments, LLC	35.25K	Mar 31, 26	+35.25K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	34.41K	Mar 31, 26	+7.80K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	33.76K	Mar 31, 26	+9.06K	0.02%
TUDOR INVESTMENT CORP ET AL	31.23K	Mar 31, 26	-12.84K	0.02%
Red Tortoise LLC	31.07K	Mar 31, 26	--	0.02%
Rockefeller Capital Management L.P.	28.49K	Mar 31, 26	+23.14K	0.02%
Beacon Pointe Advisors, LLC	26.19K	Mar 31, 26	+9.90K	0.02%
AQR CAPITAL MANAGEMENT LLC	24.80K	Mar 31, 26	+24.80K	0.02%
Aptus Capital Advisors, LLC	23.15K	Mar 31, 26	+3.04K	0.01%
Independent Advisor Alliance	21.96K	Mar 31, 26	+21.96K	0.01%
FLOW TRADERS U.S. LLC	21.44K	Mar 31, 26	+21.44K	0.01%
Gotham Asset Management, LLC	20.90K	Mar 31, 26	+20.90K	0.01%
SMITH, MOORE & CO.	20.35K	Mar 31, 26	+1.05K	0.01%
Vestmark Advisory Solutions, Inc.	18.08K	Mar 31, 26	+578	0.01%
Betterment LLC	17.55K	Mar 31, 26	+12.27K	0.01%
Headlands Technologies LLC	17.50K	Mar 31, 26	-4.25K	0.01%
Quantinno Capital Management LP	11.85K	Mar 31, 26	-59	0.01%
Avos Capital Management, LLC	11.49K	Mar 31, 26	-5.70K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	11.32K	Mar 31, 26	+767	0.01%
SFMG, LLC	10.90K	Mar 31, 26	+1.09K	0.01%
STIFEL FINANCIAL CORP	10.74K	Mar 31, 26	+2.61K	0.01%
CIBC WORLD MARKET INC.	10.64K	Mar 31, 26	--	0.01%
REGIONS FINANCIAL CORP	10.46K	Mar 31, 26	+10.46K	0.01%
Beckerman Institutional, LLC	10.04K	Mar 31, 26	+1.07K	0.01%
CI Private Wealth, LLC	9.87K	Mar 31, 26	+2.70K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.86K	Mar 31, 26	--	0.01%
HRT FINANCIAL LP	9.44K	Mar 31, 26	+9.44K	0.01%
NewEdge Advisors, LLC	8.60K	Mar 31, 26	-26.32K	0.01%
GILL CAPITAL PARTNERS, LLC	8.36K	Mar 31, 26	--	0.01%
Brinker Capital Investments, LLC	7.58K	Mar 31, 26	-14.01K	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.47K	Mar 31, 26	+7.47K	0.00%
Plum Street Advisors, LLC	7.34K	Mar 31, 26	-1.18K	0.00%
Cresset Asset Management, LLC	7.17K	Mar 31, 26	+7.17K	0.00%
XTX Topco Ltd	6.69K	Mar 31, 26	+6.69K	0.00%
FRG Family Wealth Advisors LLC	6.24K	Mar 31, 26	--	0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.80K	Mar 31, 26	--	0.00%
Foundations Investment Advisors, LLC	5.33K	Mar 31, 26	-57	0.00%
EP Wealth Advisors, LLC	4.89K	Mar 31, 26	+4.89K	0.00%
BROWN ADVISORY INC	4.88K	Mar 31, 26	--	0.00%
ROYAL BANK OF CANADA	4.60K	Mar 31, 26	+2.28K	0.00%
Neuberger Berman Group LLC	4.30K	Mar 31, 26	-2.20K	0.00%
Orion Capital Management LLC	3.52K	Mar 31, 26	+1.08K	0.00%
FMR LLC	3.06K	Mar 31, 26	+2.04K	0.00%
Smartleaf Asset Management LLC	2.87K	Mar 31, 26	-664	0.00%
HOLLENCREST CAPITAL MANAGEMENT	1.79K	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.77K	Mar 31, 26	+1.77K	0.00%
CWM, LLC	1.45K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	1.00K	Mar 31, 26	+1.00K	0.00%
US BANCORP \DE\	1.00K	Mar 31, 26	+1.00K	0.00%
Wealth Preservation Advisors, LLC	996	Mar 31, 26	--	0.00%
Imprint Wealth LLC	931	Mar 31, 26	-1.16K	0.00%
MORGAN STANLEY	902	Mar 31, 26	+748	0.00%
Federation des caisses Desjardins du Quebec	163	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	143	Mar 31, 26	-189	0.00%
Sunbelt Securities, Inc.	125	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	35	Mar 31, 26	+35	0.00%
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-2.86K	--
TEACHER RETIREMENT SYSTEM OF TEXAS	--	Mar 31, 26	-1.30M	--
PRUDENTIAL PLC	--	Mar 31, 26	-54.94K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-10.15K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-106.60K	--
Steward Partners Investment Advisory, LLC	--	Mar 31, 26	-1.24K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-43.47K	--
Running Point Capital Advisors, LLC	83.77K	Dec 31, 25	+5.64K	0.05%
Alpha Cubed Investments, LLC	31.69K	Dec 31, 25	+19.83K	0.02%
NAPA WEALTH MANAGEMENT	140.63K	Sep 30, 25	+27.25K	0.09%
Pineridge Advisors LLC	2.67K	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	167.70K	Jun 30, 25	-138.62K	0.11%
Congress Wealth Management LLC / DE /	75.97K	Jun 30, 25	-384	0.05%
Orion Portfolio Solutions, LLC	11.93K	Mar 31, 25	+246	0.01%
Sandy Spring Bank	50	Mar 31, 25	+50	0.00%
Riggs Capital Management LLC	9.60K	Dec 31, 24	+9.60K	0.01%
SINECERA CAPITAL, LLC	79.78K	Sep 30, 24	+15.46K	0.05%
RAYMOND JAMES & ASSOCIATES	45.16K	Sep 30, 24	+2	0.03%
BlackRock Inc.	5.00K	Jun 30, 24	-1.05M	0.00%
Truadvice, LLC	46.57K	Sep 30, 23	+20.81K	0.03%

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Holder

Date

Change

% Held

Sumitomo Mitsui Trust Group, Inc.

28.23M

Jun 30, 26

+1.40M

17.87%

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

3.97M

Jun 30, 26

+1.09M

2.51%

Alaska Permanent Fund Corp

3.58M

Jun 30, 26

-124.00K

2.27%

BlackRock, Inc.

2.44M

Jun 30, 26

+1.59M

1.54%

Asset Management One Co., Ltd.

2.43M

Jun 30, 26

+1.00M

1.54%

Ronald Blue Trust, Inc.

1.58M

Jun 30, 26

-23.33K

1.00%

Cartesian Growth Corp

1.42M

Jun 30, 26

+80.00K

0.90%

AlphaCore Capital LLC

1.07M

Jun 30, 26

+131.40K

0.68%

FIFTH THIRD BANCORP

842.37K

Jun 30, 26

+8.23K

0.53%

BOK Financial Private Wealth, Inc.

747.97K

Jun 30, 26

-382.68K

0.47%

Vident Advisory, LLC

676.38K

Jun 30, 26

-1.01M

0.43%

Heck Capital Advisors, LLC

584.56K

Jun 30, 26

-1.85M

0.37%

Mirae Asset Global Investments Co., Ltd.

520.00K

Jun 30, 26

-220.00K

0.33%

JPMORGAN CHASE & CO

437.81K

Jun 30, 26

+23.77K

0.28%

Fielder Capital Group LLC

395.26K

Jun 30, 26

+1.37K

0.25%

Avestar Capital, LLC

365.57K

Jun 30, 26

-2.19K

0.23%

Reliant Wealth Planning

354.09K

Jun 30, 26

+17.11K

0.22%

China Universal Asset Management Co., Ltd.

353.00K

Jun 30, 26

+20.00K

0.22%

Versant Capital Management, Inc

345.41K

Jun 30, 26

+25.24K

0.22%

ENVESTNET ASSET MANAGEMENT INC

295.85K

Jun 30, 26

+43.22K

0.19%

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

291.25K

Jun 30, 26

-1.19M

0.18%

TRUIST FINANCIAL CORP

289.29K

Jun 30, 26

+50.67K

0.18%

HOWLAND CAPITAL MANAGEMENT LLC

268.08K

Jun 30, 26

-6.96K

0.17%

SIGMA INVESTMENT COUNSELORS INC

239.22K

Jun 30, 26

-5.28K

0.15%

MGO ONE SEVEN LLC

221.72K

Jun 30, 26

+2.69K

0.14%

SFM, LLC

220.01K

Jun 30, 26

+3.15K

0.14%

LPL Financial LLC

200.74K

Jun 30, 26

+58.20K

0.13%

RFG Advisory, LLC

198.41K

Jun 30, 26

-65.11K

0.13%

MML INVESTORS SERVICES, LLC

197.99K

Jun 30, 26

+22.62K

0.13%

Raub Brock Capital Management LP

195.99K

Jun 30, 26

-6.93K

0.12%

Fifth Third Wealth Advisors LLC

188.33K

Jun 30, 26

+4.81K

0.12%

TABLEAUX LLC

183.37K

Jun 30, 26

+14.74K

0.12%

AE Wealth Management LLC

182.55K

Jun 30, 26

-70.80K

0.12%

Savvy Advisors, Inc.

157.21K

Jun 30, 26

+101.41K

0.10%

Amundi

147.70K

Jun 30, 26

+12.37K

0.09%

VICUS CAPITAL

145.59K

Jun 30, 26

+11.68K

0.09%

CASTLE WEALTH MANAGEMENT LLC

128.62K

Jun 30, 26

+1.66K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

127.02K

Jun 30, 26

-1.42K

0.08%

SRS Capital Advisors, Inc.

115.90K

Jun 30, 26

+114.48K

0.07%

Kestra Advisory Services, LLC

109.04K

Jun 30, 26

+13.96K

0.07%

Cetera Investment Advisers

100.44K

Jun 30, 26

+11.83K

0.06%

Colony Group, LLC

99.71K

Jun 30, 26

-25.62K

0.06%

Summit Financial, LLC

97.27K

Jun 30, 26

+426

0.06%

Encompass More Asset Management

94.37K

Jun 30, 26

+94.37K

0.06%

Atria Investments, Inc

84.49K

Jun 30, 26

+1.89K

0.05%

Prospera Financial Services Inc

81.07K

Jun 30, 26

+27.13K

0.05%

M Wealth Management, LLC

77.01K

Jun 30, 26

+485

0.05%

Turning Point Benefit Group, Inc.

66.83K

Jun 30, 26

-8.16K

0.04%

CARL STUART INVESTMENT ADVISOR, INC

66.60K

Jun 30, 26

+33.66K

0.04%

Firestone Capital Management

65.79K

Jun 30, 26

+34.85K

0.04%

Vise Technologies, Inc.

61.56K

Jun 30, 26

+16.07K

0.04%

Steel Peak Wealth Management LLC

59.85K

Jun 30, 26

+228

0.04%

BOKF, NA

59.39K

Jun 30, 26

+12.90K

0.04%

EVERMAY WEALTH MANAGEMENT LLC

53.86K

Jun 30, 26

+3.72K

0.03%

Cedar Point Capital Partners, LLC

53.75K

Jun 30, 26

+2.84K

0.03%

Choate Investment Advisors

53.70K

Jun 30, 26

0.03%

Stokes Family Office, LLC

51.76K

Jun 30, 26

-28.26K

0.03%

Cambridge Investment Research Advisors, Inc.

48.99K

Jun 30, 26

+3.19K

0.03%

Chemistry Wealth Management LLC

47.26K

Jun 30, 26

+9.46K

0.03%

Westfuller Advisors, LLC

44.83K

Jun 30, 26

+9.66K

0.03%

OARSMAN CAPITAL, INC.

41.96K

Jun 30, 26

-946

0.03%

HighTower Advisors, LLC

41.88K

Jun 30, 26

+2.10K

0.03%

Tactive Advisors, LLC

39.51K

Jun 30, 26

+2.64K

0.03%

M&T BANK CORP

37.37K

Jun 30, 26

+37.37K

0.02%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

33.53K

Jun 30, 26

0.02%

Rooted Wealth Advisors, Inc.

33.30K

Jun 30, 26

+4.93K

0.02%

Farther Finance Advisors, LLC

32.97K

Jun 30, 26

+28.13K

0.02%

Cushing Capital Partners, LLC

32.92K

Jun 30, 26

+3.51K

0.02%

Wedmont Private Capital

32.41K

Jun 30, 26

-417

0.02%

RETIREMENT FINANCIAL SOLUTIONS, LLC

31.75K

Jun 30, 26

+4.00K

0.02%

BIP Wealth, LLC

31.07K

Jun 30, 26

+31.07K

0.02%

PRINCIPAL SECURITIES, INC.

31.00K

Jun 30, 26

-2.39K

0.02%

Global Retirement Partners, LLC

30.47K

Jun 30, 26

+30.47K

0.02%

Hilton Capital Management, LLC

30.05K

Jun 30, 26

0.02%

Ardent Capital Management, Inc.

28.50K

Jun 30, 26

0.02%

Aptus Capital Advisors, LLC

26.72K

Jun 30, 26

+3.57K

0.02%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

24.36K

Jun 30, 26

0.02%

Upper Left Wealth Management, LLC

22.02K

Jun 30, 26

+22.02K

0.01%

Meridian Wealth Management, LLC

21.68K

Jun 30, 26

+5.54K

0.01%

Mayflower Financial Advisors, LLC

20.98K

Jun 30, 26

+2.70K

0.01%

SMITH, MOORE & CO.

20.00K

Jun 30, 26

-353

0.01%

Scarborough Advisors, LLC

19.95K

Jun 30, 26

-4.37K

0.01%

Rede Wealth, LLC

19.88K

Jun 30, 26

+200

0.01%

OVERSEA-CHINESE BANKING Corp Ltd

19.21K

Jun 30, 26

-85.89K

0.01%

Sivia Capital Partners, LLC

18.30K

Jun 30, 26

+2.57K

0.01%

McKinley Carter Wealth Services, Inc.

17.63K

Jun 30, 26

+4.81K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.50K

Jun 30, 26

+5.01K

0.01%

Columbus Macro, LLC

17.14K

Jun 30, 26

+17.14K

0.01%

a16z Perennial Management, L.P.

17.08K

Jun 30, 26

0.01%

Signal Advisors Wealth, LLC

16.80K

Jun 30, 26

-812

0.01%

New England Private Wealth Advisors LLC

16.77K

Jun 30, 26

0.01%

Brand Asset Management Group, Inc.

15.51K

Jun 30, 26

-515

0.01%

NavPoint Financial, Inc.

15.22K

Jun 30, 26

0.01%

IFP Advisors, Inc

15.05K

Jun 30, 26

-10.93K

0.01%

REGIONS FINANCIAL CORP

14.79K

Jun 30, 26

+4.34K

0.01%

MARIPAU WEALTH MANAGEMENT LLC

14.65K

Jun 30, 26

-757

0.01%

Brookstone Capital Management

13.62K

Jun 30, 26

+1.43K

0.01%

RiverGlades Family Offices LLC

13.00K

Jun 30, 26

+13.00K

0.01%

EverSource Wealth Advisors, LLC

12.90K

Jun 30, 26

+3.93K

0.01%

Archer Investment Management, LLC

12.24K

Jun 30, 26

+7.08K

0.01%

Precision Wealth Strategies, LLC

11.24K

Jun 30, 26

+11.24K

0.01%

S.A. Mason LLC

11.01K

Jun 30, 26

+1.67K

0.01%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

10.97K

Jun 30, 26

+10.97K

0.01%

Family Investment Center, Inc.

10.80K

Jun 30, 26

-7.05K

0.01%

Atomi Financial Group, Inc.

10.71K

Jun 30, 26

+10.71K

0.01%

Kovack Advisors, Inc.

10.71K

Jun 30, 26

-14.15K

0.01%

AlphaStar Capital Management, LLC

10.63K

Jun 30, 26

0.01%

NewEdge Advisors, LLC

10.59K

Jun 30, 26

+2.00K

0.01%

Painted Porch Advisors LLC

10.50K

Jun 30, 26

0.01%

Beckerman Institutional, LLC

10.34K

Jun 30, 26

+299

0.01%

STIFEL FINANCIAL CORP

10.29K

Jun 30, 26

-452

0.01%

Merit Financial Group, LLC

9.93K

Jun 30, 26

+74

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.86K

Jun 30, 26

0.01%

Arkadios Wealth Advisors

9.60K

Jun 30, 26

-129

0.01%

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

9.45K

Jun 30, 26

-3.00K

0.01%

XML Financial, LLC

9.18K

Jun 30, 26

+1.38K

0.01%

Bay Rivers Group

8.68K

Jun 30, 26

+301

0.01%

KFG WEALTH MANAGEMENT, LLC

8.33K

Jun 30, 26

+8.33K

0.01%

CHAPMAN FINANCIAL GROUP, LLC

8.05K

Jun 30, 26

+5.27K

0.01%

London & Capital Asset Management Ltd

7.36K

Jun 30, 26

+80

0.00%

SILVER OAK SECURITIES, INCORPORATED

7.35K

Jun 30, 26

0.00%

Walkner Condon Financial Advisors LLC

7.29K

Jun 30, 26

+257

0.00%

Advisor OS, LLC

7.02K

Jun 30, 26

-945

0.00%

MJP ASSOCIATES INC /ADV

7.02K

Jun 30, 26

-945

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

6.86K

Jun 30, 26

+285

0.00%

MISSION WEALTH MANAGEMENT, LP

6.83K

Jun 30, 26

+6.83K

0.00%

Main Street Financial Solutions, LLC

6.65K

Jun 30, 26

0.00%

CAP Partners, LLC

6.55K

Jun 30, 26

+303

0.00%

SJS Investment Consulting Inc.

6.24K

Jun 30, 26

-3.11K

0.00%

EXCALIBUR MANAGEMENT CORP

6.23K

Jun 30, 26

+6.23K

0.00%

Daiwa Securities Group Inc.

6.21K

Jun 30, 26

+6.21K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

6.15K

Jun 30, 26

+369

0.00%

HOWE & RUSLING INC

6.08K

Jun 30, 26

0.00%

D'Orazio & Associates, Inc.

5.98K

Jun 30, 26

0.00%

Retirement Planning Group

5.95K

Jun 30, 26

0.00%

EP Wealth Advisors, LLC

5.84K

Jun 30, 26

+955

0.00%

WESTBOURNE INVESTMENTS, INC.

5.78K

Jun 30, 26

0.00%

CacheTech Inc.

5.52K

Jun 30, 26

0.00%

KMT WEALTH MANAGEMENT, LLC

5.46K

Jun 30, 26

+5.46K

0.00%

Sigma Planning Corp

5.46K

Jun 30, 26

+5.46K

0.00%

EPIQ PARTNERS, LLC

5.43K

Jun 30, 26

+5.43K

0.00%

Apella Capital, LLC

5.27K

Jun 30, 26

0.00%

Resources Investment Advisors, LLC.

5.25K

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

5.21K

Jun 30, 26

0.00%

Discipline Wealth Solutions, LLC

5.17K

Jun 30, 26

-2.00K

0.00%

Baker Avenue Asset Management, LP

5.10K

Jun 30, 26

0.00%

Keystone Wealth Services, LLC

5.09K

Jun 30, 26

-3.90K

0.00%

Aspect Partners, LLC

5.04K

Jun 30, 26

+10

0.00%

FIRST FINANCIAL BANKSHARES INC

5.03K

Jun 30, 26

0.00%

CoreFirst Bank & Trust

3.06K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

2.87K

Jun 30, 26

0.00%

SouthState Corp

2.86K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

2.66K

Jun 30, 26

+175

0.00%

US BANCORP \DE\

2.58K

Jun 30, 26

+1.57K

0.00%

Kingdom Financial Group LLC.

2.46K

Jun 30, 26

-2.72K

0.00%

Avion Wealth

1.86K

Jun 30, 26

+1.86K

0.00%

Quest 10 Wealth Builders, Inc.

1.50K

Jun 30, 26

-1.54K

0.00%

Abound Wealth Management

1.48K

Jun 30, 26

+78

0.00%

True Wealth Design, LLC

1.46K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

1.22K

Jun 30, 26

+1.22K

0.00%

MATHER GROUP, LLC.

1.16K

Jun 30, 26

+1.04K

0.00%

Tradewinds Capital Management, LLC

1.10K

Jun 30, 26

-75

0.00%

Rossby Financial, LCC

1.02K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

997

Jun 30, 26

0.00%

Fairman Group, LLC

959

Jun 30, 26

+363

0.00%

Lloyd Advisory Services, LLC.

929

Jun 30, 26

-4.25K

0.00%

Bogart Wealth, LLC

824

Jun 30, 26

-235

0.00%

AdvisorNet Financial, Inc

750

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

661

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

611

Jun 30, 26

-249

0.00%

Parallel Advisors, LLC

538

Jun 30, 26

0.00%

Triumph Capital Management

500

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

500

Jun 30, 26

+500

0.00%

HARBOUR INVESTMENTS, INC.

500

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

495

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

474

Jun 30, 26

+474

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

400

Jun 30, 26

-350

0.00%

SOA Wealth Advisors, LLC.

343

Jun 30, 26

0.00%

Capital Analysts, LLC

320

Jun 30, 26

0.00%

Costello Asset Management, INC

300

Jun 30, 26

0.00%

SIGNATUREFD, LLC

246

Jun 30, 26

+71

0.00%

Stone House Investment Management, LLC

245

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

197

Jun 30, 26

+197

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

189

Jun 30, 26

0.00%

ASSETMARK, INC

139

Jun 30, 26

0.00%

Allworth Financial LP

122

Jun 30, 26

0.00%

Archer Investment Corp

119

Jun 30, 26

-372

0.00%

Fairway Wealth LLC

106

Jun 30, 26

+106

0.00%

CoreCap Advisors, LLC

Jun 30, 26

-419

0.00%

Deane Retirement Strategies, Inc.

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

+27

0.00%

Richard W. Paul & Associates, LLC

Jun 30, 26

-24

0.00%

CI Private Wealth, LLC

Jun 30, 26

-9.87K

Advisors Preferred, LLC

Jun 30, 26

-829

TRANSCEND CAPITAL ADVISORS, LLC

Jun 30, 26

-6.65K

OneAscent Financial Services LLC

Jun 30, 26

-4.44K

Quadrature Capital Ltd

Jun 30, 26

-991.74K

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

Jun 30, 26

-26.50K

Heirloom Wealth Management

Jun 30, 26

-44.28K

Slagle Financial, LLC

Jun 30, 26

-9.21K

Myriad Asset Management US LP

Jun 30, 26

-275.24K

Advisory Services Network, LLC

Jun 30, 26

-1.00K

POM Investment Strategies, LLC

Jun 30, 26

-154

EVOKE WEALTH, LLC

Jun 30, 26

-14.91K

PFG Investments, LLC

Jun 30, 26

-5.14K

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

Jun 30, 26

-4.55K

TCG Advisory Services, LLC

Jun 30, 26

-4.71K

LEVEL FOUR ADVISORY SERVICES, LLC

Jun 30, 26

-9.93K

Independent Advisor Alliance

Jun 30, 26

-21.96K

Concurrent Investment Advisors, LLC

Jun 30, 26

-4.30K

HOWARD BAILEY SECURITIES, LLC

Jun 30, 26

-4.57K

B.O.S.S. Retirement Advisors, LLC

Jun 30, 26

-4.61K

FIFTH THIRD SECURITIES, INC.

Jun 30, 26

-10.40K

Summit Trail Advisors, LLC

Jun 30, 26

-12.55K

Optivise Advisory Services LLC

Jun 30, 26

-10.84K

Global Wealth Strategies & Associates

Jun 30, 26

-29

BANK OF AMERICA CORP /DE/

3.42M

Mar 31, 26

+499.96K

2.17%

Vident Advisory, LLC

1.68M

Mar 31, 26

-27.81K

1.07%

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

1.48M

Mar 31, 26

-1.85M

0.93%

RAYMOND JAMES FINANCIAL INC

734.75K

Mar 31, 26

+33.05K

0.47%

GOLDMAN SACHS GROUP INC

657.20K

Mar 31, 26

+344.34K

0.42%

Ancora Advisors, LLC

643.52K

Mar 31, 26

+28.31K

0.41%

Sanctuary Advisors, LLC

419.75K

Mar 31, 26

-394.23K

0.27%

United Community Bank

376.34K

Mar 31, 26

-13.32K

0.24%

MAI Capital Management

314.99K

Mar 31, 26

+18.12K

0.20%

Pensionmark Financial Group, LLC

274.87K

Mar 31, 26

+43.54K

0.17%

Permanens Capital L.P.

265.65K

Mar 31, 26

+113.27K

0.17%

THRIVENT FINANCIAL FOR LUTHERANS

239.57K

Mar 31, 26

+180.60K

0.15%

Greenline Partners, LLC

170.45K

Mar 31, 26

+54.33K

0.11%

Spectrum Strategic Capital Management, LLC

147.49K

Mar 31, 26

-2.92K

0.09%

Jump Financial, LLC

135.53K

Mar 31, 26

+120.43K

0.09%

Cerity Partners LLC

129.18K

Mar 31, 26

+78.32K

0.08%

CITADEL ADVISORS LLC

127.28K

Mar 31, 26

+20.85K

0.08%

Colony Group, LLC

125.33K

Mar 31, 26

+45.27K

0.08%

ADVISOR GROUP HOLDINGS, INC.

115.58K

Mar 31, 26

-122

0.07%

Stonehage Fleming Financial Services Holdings Ltd

113.31K

Mar 31, 26

+14.59K

0.07%

MorganRosel Wealth Management, LLC

110.08K

Mar 31, 26

-126.58K

0.07%

Summit Financial, LLC

96.84K

Mar 31, 26

+96.84K

0.06%

SIGNET FINANCIAL MANAGEMENT, LLC

95.67K

Mar 31, 26

-24.90K

0.06%

Cetera Investment Advisers

88.61K

Mar 31, 26

+7.66K

0.06%

U.S. Capital Wealth Advisors, LLC

87.60K

Mar 31, 26

-20.73K

0.06%

Mariner, LLC

79.88K

Mar 31, 26

+3.38K

0.05%

NOMURA ASSET MANAGEMENT CO LTD

62.00K

Mar 31, 26

0.04%

Empowered Funds, LLC

55.81K

Mar 31, 26

+55.81K

0.04%

Choate Investment Advisors

53.70K

Mar 31, 26

+11.06K

0.03%

CAPTRUST FINANCIAL ADVISORS

45.41K

Mar 31, 26

+45.41K

0.03%

Creative Planning

44.57K

Mar 31, 26

+11.76K

0.03%

Toroso Investments, LLC

35.25K

Mar 31, 26

+35.25K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

34.41K

Mar 31, 26

+7.80K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

33.76K

Mar 31, 26

+9.06K

0.02%

TUDOR INVESTMENT CORP ET AL

31.23K

Mar 31, 26

-12.84K

0.02%

Red Tortoise LLC

31.07K

Mar 31, 26

0.02%

Rockefeller Capital Management L.P.

28.49K

Mar 31, 26

+23.14K

0.02%

Beacon Pointe Advisors, LLC

26.19K

Mar 31, 26

+9.90K

0.02%

AQR CAPITAL MANAGEMENT LLC

24.80K

Mar 31, 26

+24.80K

0.02%

Aptus Capital Advisors, LLC

23.15K

Mar 31, 26

+3.04K

0.01%

Independent Advisor Alliance

21.96K

Mar 31, 26

+21.96K

0.01%

FLOW TRADERS U.S. LLC

21.44K

Mar 31, 26

+21.44K

0.01%

Gotham Asset Management, LLC

20.90K

Mar 31, 26

+20.90K

0.01%

SMITH, MOORE & CO.

20.35K

Mar 31, 26

+1.05K

0.01%

Vestmark Advisory Solutions, Inc.

18.08K

Mar 31, 26

+578

0.01%

Betterment LLC

17.55K

Mar 31, 26

+12.27K

0.01%

Headlands Technologies LLC

17.50K

Mar 31, 26

-4.25K

0.01%

Quantinno Capital Management LP

11.85K

Mar 31, 26

-59

0.01%

Avos Capital Management, LLC

11.49K

Mar 31, 26

-5.70K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

11.32K

Mar 31, 26

+767

0.01%

SFMG, LLC

10.90K

Mar 31, 26

+1.09K

0.01%

STIFEL FINANCIAL CORP

10.74K

Mar 31, 26

+2.61K

0.01%

CIBC WORLD MARKET INC.

10.64K

Mar 31, 26

0.01%

REGIONS FINANCIAL CORP

10.46K

Mar 31, 26

+10.46K

0.01%

Beckerman Institutional, LLC

10.04K

Mar 31, 26

+1.07K

0.01%

CI Private Wealth, LLC

9.87K

Mar 31, 26

+2.70K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.86K

Mar 31, 26

0.01%

HRT FINANCIAL LP

9.44K

Mar 31, 26

+9.44K

0.01%

NewEdge Advisors, LLC

8.60K

Mar 31, 26

-26.32K

0.01%

GILL CAPITAL PARTNERS, LLC

8.36K

Mar 31, 26

0.01%

Brinker Capital Investments, LLC

7.58K

Mar 31, 26

-14.01K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.47K

Mar 31, 26

+7.47K

0.00%

Plum Street Advisors, LLC

7.34K

Mar 31, 26

-1.18K

0.00%

Cresset Asset Management, LLC

7.17K

Mar 31, 26

+7.17K

0.00%

XTX Topco Ltd

6.69K

Mar 31, 26

+6.69K

0.00%

FRG Family Wealth Advisors LLC

6.24K

Mar 31, 26

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.80K

Mar 31, 26

0.00%

Foundations Investment Advisors, LLC

5.33K

Mar 31, 26

-57

0.00%

EP Wealth Advisors, LLC

4.89K

Mar 31, 26

+4.89K

0.00%

BROWN ADVISORY INC

4.88K

Mar 31, 26

0.00%

ROYAL BANK OF CANADA

4.60K

Mar 31, 26

+2.28K

0.00%

Neuberger Berman Group LLC

4.30K

Mar 31, 26

-2.20K

0.00%

Orion Capital Management LLC

3.52K

Mar 31, 26

+1.08K

0.00%

FMR LLC

3.06K

Mar 31, 26

+2.04K

0.00%

Smartleaf Asset Management LLC

2.87K

Mar 31, 26

-664

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.79K

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.77K

Mar 31, 26

+1.77K

0.00%

CWM, LLC

1.45K

Mar 31, 26

0.00%

Advisory Services Network, LLC

1.00K

Mar 31, 26

+1.00K

0.00%

US BANCORP \DE\

1.00K

Mar 31, 26

+1.00K

0.00%

Wealth Preservation Advisors, LLC

996

Mar 31, 26

0.00%

Imprint Wealth LLC

931

Mar 31, 26

-1.16K

0.00%

MORGAN STANLEY

902

Mar 31, 26

+748

0.00%

Federation des caisses Desjardins du Quebec

163

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

143

Mar 31, 26

-189

0.00%

Sunbelt Securities, Inc.

125

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

+35

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

-2.86K

TEACHER RETIREMENT SYSTEM OF TEXAS

Mar 31, 26

-1.30M

PRUDENTIAL PLC

Mar 31, 26

-54.94K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-10.15K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-106.60K

Steward Partners Investment Advisory, LLC

Mar 31, 26

-1.24K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-43.47K

Running Point Capital Advisors, LLC

83.77K

Dec 31, 25

+5.64K

0.05%

Alpha Cubed Investments, LLC

31.69K

Dec 31, 25

+19.83K

0.02%

NAPA WEALTH MANAGEMENT

140.63K

Sep 30, 25

+27.25K

0.09%

Pineridge Advisors LLC

2.67K

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

167.70K

Jun 30, 25

-138.62K

0.11%

Congress Wealth Management LLC / DE /

75.97K

Jun 30, 25

-384

0.05%

Orion Portfolio Solutions, LLC

11.93K

Mar 31, 25

+246

0.01%

Sandy Spring Bank

Mar 31, 25

+50

0.00%

Riggs Capital Management LLC

9.60K

Dec 31, 24

+9.60K

0.01%

SINECERA CAPITAL, LLC

79.78K

Sep 30, 24

+15.46K

0.05%

RAYMOND JAMES & ASSOCIATES

45.16K

Sep 30, 24

0.03%

BlackRock Inc.

5.00K

Jun 30, 24

-1.05M

0.00%

Truadvice, LLC

46.57K

Sep 30, 23

+20.81K

0.03%