iShares iBonds Dec 2026 Term Treasury ETF(IBTG)

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iShares iBonds Dec 2026 Term Treasury ETF(IBTG)

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$22.86—

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IBTG(IBTG)

IBTG

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Institutional Ownership

Top 367 Institutional Holders

Holder	Shares	Date	Change	% Held
Financial Advisory Corp	1.59M	Jun 30, 26	-11.40K	1.57%
MKT Advisors LLC	809.58K	Jun 30, 26	+31.93K	0.80%
Apella Capital, LLC	738.61K	Jun 30, 26	-38.08K	0.73%
Trinity Wealth Management, LLC	221.87K	Jun 30, 26	-42.84K	0.22%
Lantz Financial LLC	151.95K	Jun 30, 26	+16.66K	0.15%
Gradient Investments LLC	141.12K	Jun 30, 26	-7.28K	0.14%
Chesley Taft & Associates LLC	18.60K	Jun 30, 26	--	0.02%
WORLD EQUITY GROUP, INC.	12.59K	Jun 30, 26	--	0.01%
Highland Financial Advisors, LLC	11.03K	Jun 30, 26	--	0.01%
Cooper Financial Group	10.65K	Jun 30, 26	+16	0.01%
Focus Financial Network, Inc.	9.33K	Jun 30, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	1.20K	Jun 30, 26	--	0.00%
EASTERN BANK	125	Jun 30, 26	-1.86K	0.00%
HM PAYSON & CO	5.91M	Mar 31, 26	-650.69K	5.85%
Kovitz Investment Group Partners, LLC	4.55M	Mar 31, 26	-166.01K	4.50%
BANK OF AMERICA CORP /DE/	4.15M	Mar 31, 26	+179.47K	4.11%
MORGAN STANLEY	4.08M	Mar 31, 26	+104.17K	4.04%
MERCER GLOBAL ADVISORS INC /ADV	2.52M	Mar 31, 26	-318.92K	2.50%
Capital Investment Advisors, LLC	2.49M	Mar 31, 26	-3.61K	2.46%
LPL Financial LLC	2.39M	Mar 31, 26	+145.02K	2.37%
WELLS FARGO & COMPANY/MN	2.36M	Mar 31, 26	-147.67K	2.34%
NewEdge Advisors, LLC	1.93M	Mar 31, 26	+110.97K	1.91%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.86M	Mar 31, 26	+173.68K	1.84%
Connecticut Wealth Management, LLC	1.80M	Mar 31, 26	+472.33K	1.78%
RAYMOND JAMES FINANCIAL INC	1.69M	Mar 31, 26	-579.47K	1.67%
UBS Group AG	1.61M	Mar 31, 26	+20.83K	1.59%
BAILARD, INC.	1.61M	Mar 31, 26	-1.22M	1.59%
Financial Advisory Corp	1.60M	Mar 31, 26	-21.72K	1.59%
Integrated Wealth Concepts LLC	1.60M	Mar 31, 26	+127.67K	1.58%
SUMMITRY LLC	1.53M	Mar 31, 26	+6.95K	1.51%
ENVESTNET ASSET MANAGEMENT INC	1.37M	Mar 31, 26	+1.16M	1.35%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.14M	Mar 31, 26	+81.24K	1.13%
Wealthspire Advisors, LLC	1.02M	Mar 31, 26	+868.20K	1.01%
Krilogy Financial LLC	920.10K	Mar 31, 26	+52.72K	0.91%
OneAscent Financial Services LLC	906.07K	Mar 31, 26	+906.07K	0.90%
Horizon Advisory Services, Inc.	878.28K	Mar 31, 26	+17.79K	0.87%
MOSELEY INVESTMENT MANAGEMENT INC	842.16K	Mar 31, 26	+19.31K	0.83%
Carnegie Capital Asset Management, LLC	842.15K	Mar 31, 26	-34.99K	0.83%
MKT Advisors LLC	777.65K	Mar 31, 26	+22.34K	0.77%
Apella Capital, LLC	776.69K	Mar 31, 26	+9.77K	0.77%
ADVISOR GROUP HOLDINGS, INC.	767.85K	Mar 31, 26	-21.35K	0.76%
MV CAPITAL MANAGEMENT, INC.	695.61K	Mar 31, 26	+36.01K	0.69%
Stratos Wealth Partners, LTD.	694.32K	Mar 31, 26	+19.03K	0.69%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	671.39K	Mar 31, 26	+46.64K	0.66%
CWM, LLC	669.63K	Mar 31, 26	+107.19K	0.66%
Vista Private Wealth Partners. LLC	668.78K	Mar 31, 26	-112.20K	0.66%
BlackRock, Inc.	660.62K	Mar 31, 26	+383.15K	0.65%
Colony Group, LLC	640.16K	Mar 31, 26	+51.75K	0.63%
Scissortail Wealth Management, LLC	613.07K	Mar 31, 26	+87.01K	0.61%
Stratos Wealth Advisors, LLC	601.82K	Mar 31, 26	-852.03K	0.60%
BIP Wealth, LLC	530.03K	Mar 31, 26	+68.13K	0.52%
Baird Financial Group, Inc.	529.20K	Mar 31, 26	+71.87K	0.52%
Wealth Management Strategies, Inc.	515.83K	Mar 31, 26	-2.27K	0.51%
ROYAL BANK OF CANADA	492.93K	Mar 31, 26	-26.33K	0.49%
Sound View Wealth Advisors Group, LLC	491.87K	Mar 31, 26	-2.57K	0.49%
TITLEIST ASSET MANAGEMENT, LLC	486.11K	Mar 31, 26	+151.48K	0.48%
Baltimore-Washington Financial Advisors, Inc.	485.33K	Mar 31, 26	+33.58K	0.48%
Asset Advisors Investment Management, LLC	484.20K	Mar 31, 26	+10.07K	0.48%
CreativeOne Wealth, LLC	476.20K	Mar 31, 26	+27.77K	0.47%
COMMONWEALTH EQUITY SERVICES, LLC	473.38K	Mar 31, 26	-58.72K	0.47%
STIFEL FINANCIAL CORP	454.69K	Mar 31, 26	+8.06K	0.45%
Sanctuary Advisors, LLC	427.65K	Mar 31, 26	+7.87K	0.42%
Financial Engines Advisors L.L.C.	395.70K	Mar 31, 26	-882	0.39%
Mariner, LLC	383.02K	Mar 31, 26	-22.98K	0.38%
Janney Montgomery Scott LLC	383.00K	Mar 31, 26	-13.36K	0.38%
McGuire Investment Group, LLC	382.18K	Mar 31, 26	-8.63K	0.38%
Midwest Professional Planners, LTD.	364.82K	Mar 31, 26	+41.23K	0.36%
Asset Dedication, LLC	346.92K	Mar 31, 26	+75.68K	0.34%
PSI Advisors, LLC	341.87K	Mar 31, 26	+29.07K	0.34%
HighTower Advisors, LLC	338.47K	Mar 31, 26	-2.84K	0.33%
AMERIPRISE FINANCIAL INC	328.38K	Mar 31, 26	+9.20K	0.32%
THRIVENT FINANCIAL FOR LUTHERANS	305.57K	Mar 31, 26	-15.17K	0.30%
Mesirow Financial Investment Management, Inc.	288.72K	Mar 31, 26	+152.28K	0.29%
CENTRAL TRUST Co	267.53K	Mar 31, 26	-25.32K	0.26%
REBALANCE, LLC	249.67K	Mar 31, 26	-8.40K	0.25%
Atlantic Private Wealth, LLC	242.84K	Mar 31, 26	-13.05K	0.24%
LEAVELL INVESTMENT MANAGEMENT, INC.	229.82K	Mar 31, 26	-11.88K	0.23%
Belpointe Asset Management LLC	228.24K	Mar 31, 26	+53.47K	0.23%
Parkside Financial Bank & Trust	218.58K	Mar 31, 26	--	0.22%
MAI Capital Management	215.70K	Mar 31, 26	+45.20K	0.21%
Archer Investment Corp	215.20K	Mar 31, 26	+1.51K	0.21%
Lido Advisors, LLC	207.74K	Mar 31, 26	-31.83K	0.21%
Eldridge Investment Advisors, Inc.	200.30K	Mar 31, 26	-108.65K	0.20%
CAPTRUST FINANCIAL ADVISORS	200.25K	Mar 31, 26	-6.46K	0.20%
Stockman Wealth Management, Inc.	194.44K	Mar 31, 26	+19.61K	0.19%
Americana Partners, LLC	178.80K	Mar 31, 26	-13.78K	0.18%
Independent Advisor Alliance	175.12K	Mar 31, 26	+175.12K	0.17%
MML INVESTORS SERVICES, LLC	167.59K	Mar 31, 26	-24.03K	0.17%
Brookstone Capital Management	165.72K	Mar 31, 26	+76.29K	0.16%
Kerntke Otto McGlone Wealth Management Group	162.09K	Mar 31, 26	-82.06K	0.16%
HOWLAND CAPITAL MANAGEMENT LLC	160.66K	Mar 31, 26	-6.59K	0.16%
True Link Financial Advisors, LLC	160.51K	Mar 31, 26	+24.17K	0.16%
Portland Global Advisors LLC	157.73K	Mar 31, 26	+18.69K	0.16%
GOLDMAN SACHS GROUP INC	154.42K	Mar 31, 26	+154.42K	0.15%
SIGNATUREFD, LLC	154.25K	Mar 31, 26	-6.63K	0.15%
Accretive Wealth Partners, LLC	153.24K	Mar 31, 26	+5.01K	0.15%
Gradient Investments LLC	148.39K	Mar 31, 26	-22.63K	0.15%
LITTLEJOHN FINANCIAL SERVICES, INC.	138.57K	Mar 31, 26	-6.28K	0.14%
Cetera Investment Advisers	137.90K	Mar 31, 26	-6.10K	0.14%
Private Advisor Group, LLC	133.06K	Mar 31, 26	-42.07K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	132.85K	Mar 31, 26	+86.59K	0.13%
D.A. DAVIDSON & CO.	131.58K	Mar 31, 26	-59.03K	0.13%
BOSTON FAMILY OFFICE LLC	126.26K	Mar 31, 26	-94.25K	0.12%
Valmark Advisers, Inc.	125.76K	Mar 31, 26	-1.19K	0.12%
Probity Advisors, Inc.	124.83K	Mar 31, 26	-84.28K	0.12%
Allworth Financial LP	118.69K	Mar 31, 26	-302	0.12%
Atria Investments, Inc	112.61K	Mar 31, 26	+3.18K	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	108.50K	Mar 31, 26	-80.08K	0.11%
PHILLIPS FINANCIAL MANAGEMENT, LLC	108.31K	Mar 31, 26	+20.02K	0.11%
TFR Capital, LLC.	105.20K	Mar 31, 26	+4.87K	0.10%
Cambridge Investment Research Advisors, Inc.	103.62K	Mar 31, 26	+3.34K	0.10%
Atomi Financial Group, Inc.	102.92K	Mar 31, 26	-4.09K	0.10%
Kestra Advisory Services, LLC	98.22K	Mar 31, 26	+3.73K	0.10%
Crestmont Private Wealth LLC	93.89K	Mar 31, 26	+93.89K	0.09%
GOULD ASSET MANAGEMENT LLC /CA/	92.60K	Mar 31, 26	+30	0.09%
PARK AVENUE SECURITIES LLC	92.02K	Mar 31, 26	-19.34K	0.09%
Mill Creek Capital Advisors, LLC	89.78K	Mar 31, 26	--	0.09%
ASSOCIATED BANC-CORP	89.13K	Mar 31, 26	-3.75K	0.09%
Sunbeam Capital Management, LLC	88.70K	Mar 31, 26	+512	0.09%
Creative Planning	88.66K	Mar 31, 26	+3.10K	0.09%
Klaas Financial Asset Advisors, LLC	88.03K	Mar 31, 26	+2.50K	0.09%
Hughes Financial Services, LLC	87.89K	Mar 31, 26	-14.37K	0.09%
IFP Advisors, Inc	87.82K	Mar 31, 26	-14.21K	0.09%
Fourth Dimension Wealth, LLC	86.89K	Mar 31, 26	+5.06K	0.09%
Northstar Group, Inc.	86.50K	Mar 31, 26	+1.80K	0.09%
Cerity Partners LLC	86.47K	Mar 31, 26	+62.38K	0.09%
Csenge Advisory Group	85.56K	Mar 31, 26	+58.23K	0.08%
Equitable Holdings, Inc.	83.03K	Mar 31, 26	+4.79K	0.08%
FIRST NATIONAL BANK OF OMAHA	82.55K	Mar 31, 26	-21.22K	0.08%
Modern Wealth Management, LLC	79.81K	Mar 31, 26	+11.89K	0.08%
Endowment Wealth Management, Inc.	79.03K	Mar 31, 26	+15.40K	0.08%
KFG WEALTH MANAGEMENT, LLC	78.96K	Mar 31, 26	+7.43K	0.08%
MGO ONE SEVEN LLC	75.34K	Mar 31, 26	+7.10K	0.07%
MONEY CONCEPTS CAPITAL CORP	73.46K	Mar 31, 26	+11.49K	0.07%
Modera Wealth Management, LLC	72.60K	Mar 31, 26	+2.21K	0.07%
Montecito Bank & Trust	71.75K	Mar 31, 26	-1.45K	0.07%
MONTAG A & ASSOCIATES INC	68.09K	Mar 31, 26	-5.19K	0.07%
Old Port Advisors	67.21K	Mar 31, 26	-15.02K	0.07%
Reliant Wealth Planning	64.49K	Mar 31, 26	-1.66K	0.06%
Cannon Financial Strategists, Inc.	63.15K	Mar 31, 26	+355	0.06%
Heartland Bank & Trust Co	63.07K	Mar 31, 26	--	0.06%
Penobscot Investment Management Company, Inc.	61.50K	Mar 31, 26	-1.00K	0.06%
Summit Wealth Partners, LLC	60.86K	Mar 31, 26	-3.15K	0.06%
Trust Co	60.79K	Mar 31, 26	-2.10K	0.06%
DRIVE WEALTH MANAGEMENT, LLC	60.28K	Mar 31, 26	-13.35K	0.06%
Ambassador Advisors, LLC	58.86K	Mar 31, 26	+58.86K	0.06%
RIVERCHASE WEALTH MANAGEMENT, LLC	58.50K	Mar 31, 26	-2.38K	0.06%
Avantax Planning Partners, Inc.	57.91K	Mar 31, 26	--	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	57.67K	Mar 31, 26	+1.36K	0.06%
Essential Planning, LLC.	55.73K	Mar 31, 26	-408	0.06%
Compass Ion Advisors, LLC	53.83K	Mar 31, 26	+7.91K	0.05%
Horizons Wealth Management	52.49K	Mar 31, 26	-279	0.05%
SCS Capital Management LLC	51.72K	Mar 31, 26	+17.49K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	50.43K	Mar 31, 26	-9.68K	0.05%
High Note Wealth, LLC	49.21K	Mar 31, 26	+2.84K	0.05%
Merit Financial Group, LLC	48.87K	Mar 31, 26	+265	0.05%
Rossmore Private Capital	48.15K	Mar 31, 26	+2.79K	0.05%
BARRETT & COMPANY, INC.	47.74K	Mar 31, 26	-99	0.05%
THOROUGHBRED FINANCIAL SERVICES, LLC	47.39K	Mar 31, 26	-6.22K	0.05%
Madden Advisory Services, Inc.	39.17K	Mar 31, 26	+13.40K	0.04%
Foundry Financial Group, Inc.	38.99K	Mar 31, 26	-9.11K	0.04%
Great Diamond Partners, LLC	38.86K	Mar 31, 26	+20.05K	0.04%
Element Wealth, LLC	38.81K	Mar 31, 26	+1.60K	0.04%
Straight Path Wealth Management	37.83K	Mar 31, 26	-1.96K	0.04%
Granite Harbor Advisors, Inc.	37.12K	Mar 31, 26	-525	0.04%
DUNCKER STREETT & CO INC	35.18K	Mar 31, 26	+10.84K	0.03%
Savvy Advisors, Inc.	34.77K	Mar 31, 26	+4.67K	0.03%
JIM SAULNIER & ASSOCIATES, LLC	34.59K	Mar 31, 26	-10.50K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	33.77K	Mar 31, 26	+8.50K	0.03%
Raab & Moskowitz Asset Management LLC	33.37K	Mar 31, 26	+14.83K	0.03%
Beacon Pointe Advisors, LLC	31.68K	Mar 31, 26	+1.87K	0.03%
TABLEAUX LLC	30.33K	Mar 31, 26	+8.37K	0.03%
Koss-Olinger Consulting, LLC	29.71K	Mar 31, 26	+59	0.03%
Black Swift Group, LLC	29.52K	Mar 31, 26	-10.15K	0.03%
Pure Financial Advisors, LLC	28.85K	Mar 31, 26	+1.14K	0.03%
CIBC WORLD MARKET INC.	28.66K	Mar 31, 26	--	0.03%
BEACON FINANCIAL PLANNING, INC	28.52K	Mar 31, 26	+11.64K	0.03%
MISSION WEALTH MANAGEMENT, LP	28.47K	Mar 31, 26	+28.47K	0.03%
Prospera Financial Services Inc	27.64K	Mar 31, 26	-198.28K	0.03%
CARY STREET PARTNERS FINANCIAL LLC	27.61K	Mar 31, 26	--	0.03%
Mraz, Amerine & Associates, Inc.	26.98K	Mar 31, 26	+26.98K	0.03%
Conrad Siegel Investment Advisors, Inc.	26.65K	Mar 31, 26	+227	0.03%
SCHMIDT P J INVESTMENT MANAGEMENT INC	26.46K	Mar 31, 26	+16.54K	0.03%
JANE STREET GROUP, LLC	26.16K	Mar 31, 26	+26.16K	0.03%
Snowden Capital Advisors LLC	25.34K	Mar 31, 26	-3.11K	0.03%
PRINCIPAL SECURITIES, INC.	24.51K	Mar 31, 26	+2.64K	0.02%
Ellis Investment Partners, LLC	24.01K	Mar 31, 26	+24.01K	0.02%
LBMC INVESTMENT ADVISORS, LLC	23.92K	Mar 31, 26	+8.73K	0.02%
Steward Partners Investment Advisory, LLC	23.89K	Mar 31, 26	-20.62K	0.02%
HARBOUR INVESTMENTS, INC.	23.57K	Mar 31, 26	+2.33K	0.02%
Grant Street Asset Management, Inc.	23.49K	Mar 31, 26	+150	0.02%
Yoder Wealth Management, Inc.	23.23K	Mar 31, 26	--	0.02%
Prosperity Planning, Inc.	23.10K	Mar 31, 26	+10.92K	0.02%
Washington Trust Advisors, Inc.	22.06K	Mar 31, 26	--	0.02%
CASCADE INVESTMENT GROUP, INC.	21.61K	Mar 31, 26	+21.61K	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	21.59K	Mar 31, 26	-5.86K	0.02%
Signature Wealth Management Group	21.00K	Mar 31, 26	--	0.02%
Resources Investment Advisors, LLC.	21.00K	Mar 31, 26	--	0.02%
Robertson Stephens Wealth Management, LLC	21.00K	Mar 31, 26	--	0.02%
AQR CAPITAL MANAGEMENT LLC	20.39K	Mar 31, 26	--	0.02%
Leo Wealth, LLC	20.34K	Mar 31, 26	-1.84K	0.02%
Simplicity Wealth,LLC	20.20K	Mar 31, 26	+117	0.02%
CITADEL ADVISORS LLC	19.86K	Mar 31, 26	+19.86K	0.02%
GTS SECURITIES LLC	19.79K	Mar 31, 26	+19.79K	0.02%
Advisory Services Network, LLC	19.73K	Mar 31, 26	-67	0.02%
Quantinno Capital Management LP	19.66K	Mar 31, 26	+19.66K	0.02%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	19.56K	Mar 31, 26	+1.65K	0.02%
Koshinski Asset Management, Inc.	18.83K	Mar 31, 26	+1.23K	0.02%
Chesley Taft & Associates LLC	18.60K	Mar 31, 26	--	0.02%
Kovack Advisors, Inc.	18.60K	Mar 31, 26	--	0.02%
CFS Investment Advisory Services, LLC	17.19K	Mar 31, 26	-79	0.02%
Dorsey & Whitney Trust CO LLC	16.82K	Mar 31, 26	-6.65K	0.02%
Physician Wealth Advisors, Inc.	16.71K	Mar 31, 26	--	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	16.60K	Mar 31, 26	--	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	16.47K	Mar 31, 26	-47	0.02%
Pensionmark Financial Group, LLC	16.39K	Mar 31, 26	+4.24K	0.02%
Spectrum Asset Management, Inc. (NB/CA)	16.38K	Mar 31, 26	-2.87K	0.02%
DUDLEY CAPITAL MANAGEMENT, LLC	16.23K	Mar 31, 26	+7.10K	0.02%
Crews Bank & Trust	16.19K	Mar 31, 26	-700	0.02%
Prime Capital Investment Advisors, LLC	16.07K	Mar 31, 26	+1.17K	0.02%
River Street Advisors LLC	16.00K	Mar 31, 26	+16.00K	0.02%
Heartwood Wealth Advisors LLC	15.49K	Mar 31, 26	-692.98K	0.02%
Opus Capital Group, LLC	15.46K	Mar 31, 26	--	0.02%
Visionary Wealth Advisors	15.39K	Mar 31, 26	-26	0.02%
Keeler THomas Management LLC	15.31K	Mar 31, 26	-62.40K	0.02%
Kestra Investment Management, LLC	15.24K	Mar 31, 26	+1	0.02%
JOHNSON INVESTMENT COUNSEL INC	14.29K	Mar 31, 26	+14.29K	0.01%
MAIRS & POWER INC	14.26K	Mar 31, 26	--	0.01%
Blake Schutter Theil Wealth Advisors, LLC	13.91K	Mar 31, 26	--	0.01%
Hills Bank & Trust Co	13.87K	Mar 31, 26	+158	0.01%
LIBERTY WEALTH MANAGEMENT LLC	13.84K	Mar 31, 26	+76	0.01%
NOVEM GROUP	13.81K	Mar 31, 26	+88	0.01%
FIFTH THIRD BANCORP	13.80K	Mar 31, 26	+11.62K	0.01%
Apollon Wealth Management, LLC	13.23K	Mar 31, 26	-1.06M	0.01%
Autumn Glory Partners, LLC	13.20K	Mar 31, 26	+29	0.01%
Willis Johnson & Associates, Inc.	12.93K	Mar 31, 26	+83	0.01%
DAVENPORT & Co LLC	12.75K	Mar 31, 26	+12.75K	0.01%
MONECO Advisors, LLC	12.59K	Mar 31, 26	--	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	12.49K	Mar 31, 26	-7.97K	0.01%
HRT FINANCIAL LP	12.48K	Mar 31, 26	+12.48K	0.01%
Princeton Global Asset Management LLC	12.23K	Mar 31, 26	-200	0.01%
Advisor OS, LLC	12.16K	Mar 31, 26	-2.08K	0.01%
McLean Asset Management Corp	12.02K	Mar 31, 26	--	0.01%
Cherry Tree Wealth Management, LLC	11.43K	Mar 31, 26	--	0.01%
BLUE SQUARE ASSET MANAGEMENT, LLC	11.39K	Mar 31, 26	+466	0.01%
Unified Investment Management	11.32K	Mar 31, 26	+2.56K	0.01%
Parallel Advisors, LLC	11.20K	Mar 31, 26	+5.27K	0.01%
JAMES INVESTMENT RESEARCH INC	11.00K	Mar 31, 26	--	0.01%
Foundations Investment Advisors, LLC	10.85K	Mar 31, 26	+10.85K	0.01%
StoneX Group Inc.	10.73K	Mar 31, 26	+10.73K	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	10.42K	Mar 31, 26	-2.19K	0.01%
Avidian Wealth Solutions, LLC	10.31K	Mar 31, 26	--	0.01%
Guidance Point Advisors, LLC	10.25K	Mar 31, 26	+521	0.01%
HANOVER ADVISORS INC	10.05K	Mar 31, 26	-253	0.01%
Savant Capital, LLC	9.99K	Mar 31, 26	--	0.01%
Flavin Financial Services, Inc.	9.91K	Mar 31, 26	--	0.01%
4J Wealth Management LLC	9.74K	Mar 31, 26	-2.50K	0.01%
Miracle Mile Advisors, LLC	9.73K	Mar 31, 26	+9.73K	0.01%
Regal Investment Advisors LLC	9.73K	Mar 31, 26	-11.62K	0.01%
Mascoma Wealth Management LLC	9.54K	Mar 31, 26	--	0.01%
Essex Savings Bank	9.52K	Mar 31, 26	+9.52K	0.01%
Berger Financial Group, Inc	9.49K	Mar 31, 26	-4.85K	0.01%
DecisionMap Wealth Management, LLC	9.27K	Mar 31, 26	--	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	9.26K	Mar 31, 26	-480	0.01%
Dakota Wealth Management	9.11K	Mar 31, 26	--	0.01%
VestGen Advisors, LLC	8.98K	Mar 31, 26	+163	0.01%
CENTAURUS FINANCIAL, INC.	8.93K	Mar 31, 26	+116	0.01%
IHT Wealth Management, LLC	8.91K	Mar 31, 26	+8.91K	0.01%
TOWER BRIDGE ADVISORS	8.75K	Mar 31, 26	+8.75K	0.01%
Rockefeller Capital Management L.P.	7.28K	Mar 31, 26	-4	0.01%
Aptus Capital Advisors, LLC	7.14K	Mar 31, 26	+1	0.01%
United Community Bank	5.93K	Mar 31, 26	+5.93K	0.01%
PROSPERITY BANCSHARES INC	5.30K	Mar 31, 26	--	0.01%
Spire Wealth Management	5.30K	Mar 31, 26	+5.30K	0.01%
Black Cypress Capital Management, LLC	5.10K	Mar 31, 26	--	0.01%
Pinnacle Bancorp, Inc.	4.53K	Mar 31, 26	-13.68K	0.00%
NATIONAL BANK OF CANADA /FI/	4.28K	Mar 31, 26	+809	0.00%
Atlantic Union Bankshares Corp	4.08K	Mar 31, 26	--	0.00%
FMR LLC	4.08K	Mar 31, 26	-8.40K	0.00%
Costello Asset Management, INC	3.95K	Mar 31, 26	+26	0.00%
CNB Bank	3.93K	Mar 31, 26	-38	0.00%
BRYN MAWR TRUST Co	3.75K	Mar 31, 26	+1.25K	0.00%
Farther Finance Advisors, LLC	3.55K	Mar 31, 26	-5.67K	0.00%
AE Wealth Management LLC	3.10K	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	2.98K	Mar 31, 26	--	0.00%
Bank of Jackson Hole Trust	2.68K	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	2.19K	Mar 31, 26	+2.19K	0.00%
TD Capital Management LLC	2.10K	Mar 31, 26	+13	0.00%
Clayton Financial Group LLC	2.03K	Mar 31, 26	+73	0.00%
Clearstead Trust, LLC	2.01K	Mar 31, 26	+708	0.00%
Kohmann Bosshard Financial Services, LLC	1.97K	Mar 31, 26	-148	0.00%
McIlrath & Eck, LLC	1.92K	Mar 31, 26	+1.92K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.75K	Mar 31, 26	+1.75K	0.00%
BANK OF MONTREAL /CAN/	1.67K	Mar 31, 26	+11	0.00%
MCF Advisors LLC	1.28K	Mar 31, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	1.14K	Mar 31, 26	-2.48K	0.00%
Balentine LLC	1.10K	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	1.09K	Mar 31, 26	+1.09K	0.00%
AlphaCore Capital LLC	983	Mar 31, 26	--	0.00%
Robbins Farley	884	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	819	Mar 31, 26	+6	0.00%
BROWN BROTHERS HARRIMAN & CO	800	Mar 31, 26	--	0.00%
First PREMIER Bank	759	Mar 31, 26	--	0.00%
HHM Wealth Advisors, LLC	589	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	554	Mar 31, 26	-2.79K	0.00%
Root Financial Partners, LLC	553	Mar 31, 26	+553	0.00%
US BANCORP \DE\	500	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	400	Mar 31, 26	-62.51K	0.00%
Signature Resources Capital Management, LLC	186	Mar 31, 26	+186	0.00%
HAZLETT, BURT & WATSON, INC.	175	Mar 31, 26	+1	0.00%
Larson Financial Group LLC	51	Mar 31, 26	+51	0.00%
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-77.68K	--
REGIONS FINANCIAL CORP	--	Mar 31, 26	-28.61K	--
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-1.99K	--
IFG Advisory, LLC	--	Mar 31, 26	-14.48K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-6.20K	--
Hara Capital LLC	--	Mar 31, 26	-3.35K	--
Cornerstone Planning, LLC	--	Mar 31, 26	-407.89K	--
PRIVATE MANAGEMENT GROUP INC	--	Mar 31, 26	-8.82K	--
EverSource Wealth Advisors, LLC	--	Mar 31, 26	-341	--
RFP Financial Group LLC	--	Mar 31, 26	-11.05K	--
STAR Financial Bank	--	Mar 31, 26	-13.66K	--
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	--	Mar 31, 26	-11.50K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Mar 31, 26	-3.52K	--
Legacy Private Trust Co.	--	Mar 31, 26	-9.76K	--
SHELTON WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-376.01K	--
Investor's Fiduciary Advisor Network, LLC	--	Mar 31, 26	-103.95K	--
Focused Wealth Management, Inc	--	Mar 31, 26	-20.09K	--
Global Retirement Partners, LLC	461.91K	Dec 31, 25	+47.99K	0.46%
Stephens Consulting, LLC	397.66K	Dec 31, 25	+6.26K	0.39%
Austin Private Wealth, LLC	62.24K	Dec 31, 25	+240	0.06%
CIBC Private Wealth Group, LLC	14.88K	Dec 31, 25	+177	0.01%
COMERICA BANK	11.62K	Dec 31, 25	-97	0.01%
O'Brien Wealth Partners LLC	11.05K	Dec 31, 25	+11.05K	0.01%
SageView Advisory Group, LLC	550	Dec 31, 25	+550	0.00%
GPS Wealth Strategies Group, LLC	486	Dec 31, 25	-2.45K	0.00%
COUNTRY CLUB BANK /GFN	118.58K	Sep 30, 25	-12.21K	0.12%
FULLCIRCLE WEALTH LLC	55.07K	Sep 30, 25	-3.40K	0.05%
Pineridge Advisors LLC	9.30K	Sep 30, 25	+94	0.01%
Lokken Investment Group LLC	9.11K	Sep 30, 25	--	0.01%
AllSquare Wealth Management LLC	6.90K	Sep 30, 25	--	0.01%
Hemington Wealth Management	1.21K	Sep 30, 25	--	0.00%
Lowe Wealth Advisors, LLC	1.20K	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	89	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	179.05K	Jun 30, 25	-12.44K	0.18%
Centricity Wealth Management, LLC	2.80K	Jun 30, 25	--	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.97K	Jun 30, 25	+1.97K	0.00%
Orion Portfolio Solutions, LLC	67.17K	Mar 31, 25	-76.07K	0.07%
Safeguard Financial, LLC	47.53K	Mar 31, 25	+6.75K	0.05%
Spectrum Wealth Counsel, LLC	5.01K	Mar 31, 25	--	0.00%
LAKE STREET ADVISORS GROUP, LLC	19.26K	Dec 31, 24	-1.10K	0.02%
MONUMENTAL FINANCIAL GROUP INC.	924.75K	Sep 30, 24	+290.27K	0.92%
Raymond James Financial Services Advisors, Inc.	610.05K	Sep 30, 24	+55.36K	0.60%
RAYMOND JAMES & ASSOCIATES	337.02K	Sep 30, 24	+44.63K	0.33%
FinTrust Capital Advisors, LLC	1.56K	Sep 30, 24	--	0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC	1.36K	Sep 30, 24	+1.36K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	420	Jun 30, 24	+420	0.00%
InterOcean Capital Group, LLC	1.51M	Mar 31, 24	+504.74K	1.49%
Cetera Advisors LLC	23.96K	Mar 31, 24	+10.30K	0.02%
Cetera Advisor Networks LLC	23.23K	Mar 31, 24	+13.19K	0.02%
Steward Financial Group LLC	3.38K	Sep 30, 23	--	0.00%
Sutton Wealth Advisors Inc.	1.91K	Sep 30, 23	-197	0.00%
LEO BROKERAGE, LLC	14.90K	Jun 30, 23	+14.90K	0.01%
BerganKDV Wealth Management, LLC	6.24K	Jun 30, 23	--	0.01%
Sargent Bickham Lagudis LLC	213.81K	Dec 31, 22	+19.80K	0.21%
H. L. Ormond & Company, LLC	22.10K	Sep 30, 22	-201	0.02%
Farmer Steven Patrick	671.88K	Jun 30, 22	+671.88K	0.66%

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Holder

Date

Change

% Held

Financial Advisory Corp

1.59M

Jun 30, 26

-11.40K

1.57%

MKT Advisors LLC

809.58K

Jun 30, 26

+31.93K

0.80%

Apella Capital, LLC

738.61K

Jun 30, 26

-38.08K

0.73%

Trinity Wealth Management, LLC

221.87K

Jun 30, 26

-42.84K

0.22%

Lantz Financial LLC

151.95K

Jun 30, 26

+16.66K

0.15%

Gradient Investments LLC

141.12K

Jun 30, 26

-7.28K

0.14%

Chesley Taft & Associates LLC

18.60K

Jun 30, 26

0.02%

WORLD EQUITY GROUP, INC.

12.59K

Jun 30, 26

0.01%

Highland Financial Advisors, LLC

11.03K

Jun 30, 26

0.01%

Cooper Financial Group

10.65K

Jun 30, 26

+16

0.01%

Focus Financial Network, Inc.

9.33K

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

1.20K

Jun 30, 26

0.00%

EASTERN BANK

125

Jun 30, 26

-1.86K

0.00%

HM PAYSON & CO

5.91M

Mar 31, 26

-650.69K

5.85%

Kovitz Investment Group Partners, LLC

4.55M

Mar 31, 26

-166.01K

4.50%

BANK OF AMERICA CORP /DE/

4.15M

Mar 31, 26

+179.47K

4.11%

MORGAN STANLEY

4.08M

Mar 31, 26

+104.17K

4.04%

MERCER GLOBAL ADVISORS INC /ADV

2.52M

Mar 31, 26

-318.92K

2.50%

Capital Investment Advisors, LLC

2.49M

Mar 31, 26

-3.61K

2.46%

LPL Financial LLC

2.39M

Mar 31, 26

+145.02K

2.37%

WELLS FARGO & COMPANY/MN

2.36M

Mar 31, 26

-147.67K

2.34%

NewEdge Advisors, LLC

1.93M

Mar 31, 26

+110.97K

1.91%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.86M

Mar 31, 26

+173.68K

1.84%

Connecticut Wealth Management, LLC

1.80M

Mar 31, 26

+472.33K

1.78%

RAYMOND JAMES FINANCIAL INC

1.69M

Mar 31, 26

-579.47K

1.67%

UBS Group AG

1.61M

Mar 31, 26

+20.83K

1.59%

BAILARD, INC.

1.61M

Mar 31, 26

-1.22M

1.59%

Financial Advisory Corp

1.60M

Mar 31, 26

-21.72K

1.59%

Integrated Wealth Concepts LLC

1.60M

Mar 31, 26

+127.67K

1.58%

SUMMITRY LLC

1.53M

Mar 31, 26

+6.95K

1.51%

ENVESTNET ASSET MANAGEMENT INC

1.37M

Mar 31, 26

+1.16M

1.35%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

1.14M

Mar 31, 26

+81.24K

1.13%

Wealthspire Advisors, LLC

1.02M

Mar 31, 26

+868.20K

1.01%

Krilogy Financial LLC

920.10K

Mar 31, 26

+52.72K

0.91%

OneAscent Financial Services LLC

906.07K

Mar 31, 26

+906.07K

0.90%

Horizon Advisory Services, Inc.

878.28K

Mar 31, 26

+17.79K

0.87%

MOSELEY INVESTMENT MANAGEMENT INC

842.16K

Mar 31, 26

+19.31K

0.83%

Carnegie Capital Asset Management, LLC

842.15K

Mar 31, 26

-34.99K

0.83%

MKT Advisors LLC

777.65K

Mar 31, 26

+22.34K

0.77%

Apella Capital, LLC

776.69K

Mar 31, 26

+9.77K

0.77%

ADVISOR GROUP HOLDINGS, INC.

767.85K

Mar 31, 26

-21.35K

0.76%

MV CAPITAL MANAGEMENT, INC.

695.61K

Mar 31, 26

+36.01K

0.69%

Stratos Wealth Partners, LTD.

694.32K

Mar 31, 26

+19.03K

0.69%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

671.39K

Mar 31, 26

+46.64K

0.66%

CWM, LLC

669.63K

Mar 31, 26

+107.19K

0.66%

Vista Private Wealth Partners. LLC

668.78K

Mar 31, 26

-112.20K

0.66%

BlackRock, Inc.

660.62K

Mar 31, 26

+383.15K

0.65%

Colony Group, LLC

640.16K

Mar 31, 26

+51.75K

0.63%

Scissortail Wealth Management, LLC

613.07K

Mar 31, 26

+87.01K

0.61%

Stratos Wealth Advisors, LLC

601.82K

Mar 31, 26

-852.03K

0.60%

BIP Wealth, LLC

530.03K

Mar 31, 26

+68.13K

0.52%

Baird Financial Group, Inc.

529.20K

Mar 31, 26

+71.87K

0.52%

Wealth Management Strategies, Inc.

515.83K

Mar 31, 26

-2.27K

0.51%

ROYAL BANK OF CANADA

492.93K

Mar 31, 26

-26.33K

0.49%

Sound View Wealth Advisors Group, LLC

491.87K

Mar 31, 26

-2.57K

0.49%

TITLEIST ASSET MANAGEMENT, LLC

486.11K

Mar 31, 26

+151.48K

0.48%

Baltimore-Washington Financial Advisors, Inc.

485.33K

Mar 31, 26

+33.58K

0.48%

Asset Advisors Investment Management, LLC

484.20K

Mar 31, 26

+10.07K

0.48%

CreativeOne Wealth, LLC

476.20K

Mar 31, 26

+27.77K

0.47%

COMMONWEALTH EQUITY SERVICES, LLC

473.38K

Mar 31, 26

-58.72K

0.47%

STIFEL FINANCIAL CORP

454.69K

Mar 31, 26

+8.06K

0.45%

Sanctuary Advisors, LLC

427.65K

Mar 31, 26

+7.87K

0.42%

Financial Engines Advisors L.L.C.

395.70K

Mar 31, 26

-882

0.39%

Mariner, LLC

383.02K

Mar 31, 26

-22.98K

0.38%

Janney Montgomery Scott LLC

383.00K

Mar 31, 26

-13.36K

0.38%

McGuire Investment Group, LLC

382.18K

Mar 31, 26

-8.63K

0.38%

Midwest Professional Planners, LTD.

364.82K

Mar 31, 26

+41.23K

0.36%

Asset Dedication, LLC

346.92K

Mar 31, 26

+75.68K

0.34%

PSI Advisors, LLC

341.87K

Mar 31, 26

+29.07K

0.34%

HighTower Advisors, LLC

338.47K

Mar 31, 26

-2.84K

0.33%

AMERIPRISE FINANCIAL INC

328.38K

Mar 31, 26

+9.20K

0.32%

THRIVENT FINANCIAL FOR LUTHERANS

305.57K

Mar 31, 26

-15.17K

0.30%

Mesirow Financial Investment Management, Inc.

288.72K

Mar 31, 26

+152.28K

0.29%

CENTRAL TRUST Co

267.53K

Mar 31, 26

-25.32K

0.26%

REBALANCE, LLC

249.67K

Mar 31, 26

-8.40K

0.25%

Atlantic Private Wealth, LLC

242.84K

Mar 31, 26

-13.05K

0.24%

LEAVELL INVESTMENT MANAGEMENT, INC.

229.82K

Mar 31, 26

-11.88K

0.23%

Belpointe Asset Management LLC

228.24K

Mar 31, 26

+53.47K

0.23%

Parkside Financial Bank & Trust

218.58K

Mar 31, 26

0.22%

MAI Capital Management

215.70K

Mar 31, 26

+45.20K

0.21%

Archer Investment Corp

215.20K

Mar 31, 26

+1.51K

0.21%

Lido Advisors, LLC

207.74K

Mar 31, 26

-31.83K

0.21%

Eldridge Investment Advisors, Inc.

200.30K

Mar 31, 26

-108.65K

0.20%

CAPTRUST FINANCIAL ADVISORS

200.25K

Mar 31, 26

-6.46K

0.20%

Stockman Wealth Management, Inc.

194.44K

Mar 31, 26

+19.61K

0.19%

Americana Partners, LLC

178.80K

Mar 31, 26

-13.78K

0.18%

Independent Advisor Alliance

175.12K

Mar 31, 26

+175.12K

0.17%

MML INVESTORS SERVICES, LLC

167.59K

Mar 31, 26

-24.03K

0.17%

Brookstone Capital Management

165.72K

Mar 31, 26

+76.29K

0.16%

Kerntke Otto McGlone Wealth Management Group

162.09K

Mar 31, 26

-82.06K

0.16%

HOWLAND CAPITAL MANAGEMENT LLC

160.66K

Mar 31, 26

-6.59K

0.16%

True Link Financial Advisors, LLC

160.51K

Mar 31, 26

+24.17K

0.16%

Portland Global Advisors LLC

157.73K

Mar 31, 26

+18.69K

0.16%

GOLDMAN SACHS GROUP INC

154.42K

Mar 31, 26

+154.42K

0.15%

SIGNATUREFD, LLC

154.25K

Mar 31, 26

-6.63K

0.15%

Accretive Wealth Partners, LLC

153.24K

Mar 31, 26

+5.01K

0.15%

Gradient Investments LLC

148.39K

Mar 31, 26

-22.63K

0.15%

LITTLEJOHN FINANCIAL SERVICES, INC.

138.57K

Mar 31, 26

-6.28K

0.14%

Cetera Investment Advisers

137.90K

Mar 31, 26

-6.10K

0.14%

Private Advisor Group, LLC

133.06K

Mar 31, 26

-42.07K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

132.85K

Mar 31, 26

+86.59K

0.13%

D.A. DAVIDSON & CO.

131.58K

Mar 31, 26

-59.03K

0.13%

BOSTON FAMILY OFFICE LLC

126.26K

Mar 31, 26

-94.25K

0.12%

Valmark Advisers, Inc.

125.76K

Mar 31, 26

-1.19K

0.12%

Probity Advisors, Inc.

124.83K

Mar 31, 26

-84.28K

0.12%

Allworth Financial LP

118.69K

Mar 31, 26

-302

0.12%

Atria Investments, Inc

112.61K

Mar 31, 26

+3.18K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

108.50K

Mar 31, 26

-80.08K

0.11%

PHILLIPS FINANCIAL MANAGEMENT, LLC

108.31K

Mar 31, 26

+20.02K

0.11%

TFR Capital, LLC.

105.20K

Mar 31, 26

+4.87K

0.10%

Cambridge Investment Research Advisors, Inc.

103.62K

Mar 31, 26

+3.34K

0.10%

Atomi Financial Group, Inc.

102.92K

Mar 31, 26

-4.09K

0.10%

Kestra Advisory Services, LLC

98.22K

Mar 31, 26

+3.73K

0.10%

Crestmont Private Wealth LLC

93.89K

Mar 31, 26

+93.89K

0.09%

GOULD ASSET MANAGEMENT LLC /CA/

92.60K

Mar 31, 26

+30

0.09%

PARK AVENUE SECURITIES LLC

92.02K

Mar 31, 26

-19.34K

0.09%

Mill Creek Capital Advisors, LLC

89.78K

Mar 31, 26

0.09%

ASSOCIATED BANC-CORP

89.13K

Mar 31, 26

-3.75K

0.09%

Sunbeam Capital Management, LLC

88.70K

Mar 31, 26

+512

0.09%

Creative Planning

88.66K

Mar 31, 26

+3.10K

0.09%

Klaas Financial Asset Advisors, LLC

88.03K

Mar 31, 26

+2.50K

0.09%

Hughes Financial Services, LLC

87.89K

Mar 31, 26

-14.37K

0.09%

IFP Advisors, Inc

87.82K

Mar 31, 26

-14.21K

0.09%

Fourth Dimension Wealth, LLC

86.89K

Mar 31, 26

+5.06K

0.09%

Northstar Group, Inc.

86.50K

Mar 31, 26

+1.80K

0.09%

Cerity Partners LLC

86.47K

Mar 31, 26

+62.38K

0.09%

Csenge Advisory Group

85.56K

Mar 31, 26

+58.23K

0.08%

Equitable Holdings, Inc.

83.03K

Mar 31, 26

+4.79K

0.08%

FIRST NATIONAL BANK OF OMAHA

82.55K

Mar 31, 26

-21.22K

0.08%

Modern Wealth Management, LLC

79.81K

Mar 31, 26

+11.89K

0.08%

Endowment Wealth Management, Inc.

79.03K

Mar 31, 26

+15.40K

0.08%

KFG WEALTH MANAGEMENT, LLC

78.96K

Mar 31, 26

+7.43K

0.08%

MGO ONE SEVEN LLC

75.34K

Mar 31, 26

+7.10K

0.07%

MONEY CONCEPTS CAPITAL CORP

73.46K

Mar 31, 26

+11.49K

0.07%

Modera Wealth Management, LLC

72.60K

Mar 31, 26

+2.21K

0.07%

Montecito Bank & Trust

71.75K

Mar 31, 26

-1.45K

0.07%

MONTAG A & ASSOCIATES INC

68.09K

Mar 31, 26

-5.19K

0.07%

Old Port Advisors

67.21K

Mar 31, 26

-15.02K

0.07%

Reliant Wealth Planning

64.49K

Mar 31, 26

-1.66K

0.06%

Cannon Financial Strategists, Inc.

63.15K

Mar 31, 26

+355

0.06%

Heartland Bank & Trust Co

63.07K

Mar 31, 26

0.06%

Penobscot Investment Management Company, Inc.

61.50K

Mar 31, 26

-1.00K

0.06%

Summit Wealth Partners, LLC

60.86K

Mar 31, 26

-3.15K

0.06%

Trust Co

60.79K

Mar 31, 26

-2.10K

0.06%

DRIVE WEALTH MANAGEMENT, LLC

60.28K

Mar 31, 26

-13.35K

0.06%

Ambassador Advisors, LLC

58.86K

Mar 31, 26

+58.86K

0.06%

RIVERCHASE WEALTH MANAGEMENT, LLC

58.50K

Mar 31, 26

-2.38K

0.06%

Avantax Planning Partners, Inc.

57.91K

Mar 31, 26

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

57.67K

Mar 31, 26

+1.36K

0.06%

Essential Planning, LLC.

55.73K

Mar 31, 26

-408

0.06%

Compass Ion Advisors, LLC

53.83K

Mar 31, 26

+7.91K

0.05%

Horizons Wealth Management

52.49K

Mar 31, 26

-279

0.05%

SCS Capital Management LLC

51.72K

Mar 31, 26

+17.49K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

50.43K

Mar 31, 26

-9.68K

0.05%

High Note Wealth, LLC

49.21K

Mar 31, 26

+2.84K

0.05%

Merit Financial Group, LLC

48.87K

Mar 31, 26

+265

0.05%

Rossmore Private Capital

48.15K

Mar 31, 26

+2.79K

0.05%

BARRETT & COMPANY, INC.

47.74K

Mar 31, 26

-99

0.05%

THOROUGHBRED FINANCIAL SERVICES, LLC

47.39K

Mar 31, 26

-6.22K

0.05%

Madden Advisory Services, Inc.

39.17K

Mar 31, 26

+13.40K

0.04%

Foundry Financial Group, Inc.

38.99K

Mar 31, 26

-9.11K

0.04%

Great Diamond Partners, LLC

38.86K

Mar 31, 26

+20.05K

0.04%

Element Wealth, LLC

38.81K

Mar 31, 26

+1.60K

0.04%

Straight Path Wealth Management

37.83K

Mar 31, 26

-1.96K

0.04%

Granite Harbor Advisors, Inc.

37.12K

Mar 31, 26

-525

0.04%

DUNCKER STREETT & CO INC

35.18K

Mar 31, 26

+10.84K

0.03%

Savvy Advisors, Inc.

34.77K

Mar 31, 26

+4.67K

0.03%

JIM SAULNIER & ASSOCIATES, LLC

34.59K

Mar 31, 26

-10.50K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

33.77K

Mar 31, 26

+8.50K

0.03%

Raab & Moskowitz Asset Management LLC

33.37K

Mar 31, 26

+14.83K

0.03%

Beacon Pointe Advisors, LLC

31.68K

Mar 31, 26

+1.87K

0.03%

TABLEAUX LLC

30.33K

Mar 31, 26

+8.37K

0.03%

Koss-Olinger Consulting, LLC

29.71K

Mar 31, 26

+59

0.03%

Black Swift Group, LLC

29.52K

Mar 31, 26

-10.15K

0.03%

Pure Financial Advisors, LLC

28.85K

Mar 31, 26

+1.14K

0.03%

CIBC WORLD MARKET INC.

28.66K

Mar 31, 26

0.03%

BEACON FINANCIAL PLANNING, INC

28.52K

Mar 31, 26

+11.64K

0.03%

MISSION WEALTH MANAGEMENT, LP

28.47K

Mar 31, 26

+28.47K

0.03%

Prospera Financial Services Inc

27.64K

Mar 31, 26

-198.28K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

27.61K

Mar 31, 26

0.03%

Mraz, Amerine & Associates, Inc.

26.98K

Mar 31, 26

+26.98K

0.03%

Conrad Siegel Investment Advisors, Inc.

26.65K

Mar 31, 26

+227

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

26.46K

Mar 31, 26

+16.54K

0.03%

JANE STREET GROUP, LLC

26.16K

Mar 31, 26

+26.16K

0.03%

Snowden Capital Advisors LLC

25.34K

Mar 31, 26

-3.11K

0.03%

PRINCIPAL SECURITIES, INC.

24.51K

Mar 31, 26

+2.64K

0.02%

Ellis Investment Partners, LLC

24.01K

Mar 31, 26

+24.01K

0.02%

LBMC INVESTMENT ADVISORS, LLC

23.92K

Mar 31, 26

+8.73K

0.02%

Steward Partners Investment Advisory, LLC

23.89K

Mar 31, 26

-20.62K

0.02%

HARBOUR INVESTMENTS, INC.

23.57K

Mar 31, 26

+2.33K

0.02%

Grant Street Asset Management, Inc.

23.49K

Mar 31, 26

+150

0.02%

Yoder Wealth Management, Inc.

23.23K

Mar 31, 26

0.02%

Prosperity Planning, Inc.

23.10K

Mar 31, 26

+10.92K

0.02%

Washington Trust Advisors, Inc.

22.06K

Mar 31, 26

0.02%

CASCADE INVESTMENT GROUP, INC.

21.61K

Mar 31, 26

+21.61K

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

21.59K

Mar 31, 26

-5.86K

0.02%

Signature Wealth Management Group

21.00K

Mar 31, 26

0.02%

Resources Investment Advisors, LLC.

21.00K

Mar 31, 26

0.02%

Robertson Stephens Wealth Management, LLC

21.00K

Mar 31, 26

0.02%

AQR CAPITAL MANAGEMENT LLC

20.39K

Mar 31, 26

0.02%

Leo Wealth, LLC

20.34K

Mar 31, 26

-1.84K

0.02%

Simplicity Wealth,LLC

20.20K

Mar 31, 26

+117

0.02%

CITADEL ADVISORS LLC

19.86K

Mar 31, 26

+19.86K

0.02%

GTS SECURITIES LLC

19.79K

Mar 31, 26

+19.79K

0.02%

Advisory Services Network, LLC

19.73K

Mar 31, 26

-67

0.02%

Quantinno Capital Management LP

19.66K

Mar 31, 26

+19.66K

0.02%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

19.56K

Mar 31, 26

+1.65K

0.02%

Koshinski Asset Management, Inc.

18.83K

Mar 31, 26

+1.23K

0.02%

Chesley Taft & Associates LLC

18.60K

Mar 31, 26

0.02%

Kovack Advisors, Inc.

18.60K

Mar 31, 26

0.02%

CFS Investment Advisory Services, LLC

17.19K

Mar 31, 26

-79

0.02%

Dorsey & Whitney Trust CO LLC

16.82K

Mar 31, 26

-6.65K

0.02%

Physician Wealth Advisors, Inc.

16.71K

Mar 31, 26

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

16.60K

Mar 31, 26

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

16.47K

Mar 31, 26

-47

0.02%

Pensionmark Financial Group, LLC

16.39K

Mar 31, 26

+4.24K

0.02%

Spectrum Asset Management, Inc. (NB/CA)

16.38K

Mar 31, 26

-2.87K

0.02%

DUDLEY CAPITAL MANAGEMENT, LLC

16.23K

Mar 31, 26

+7.10K

0.02%

Crews Bank & Trust

16.19K

Mar 31, 26

-700

0.02%

Prime Capital Investment Advisors, LLC

16.07K

Mar 31, 26

+1.17K

0.02%

River Street Advisors LLC

16.00K

Mar 31, 26

+16.00K

0.02%

Heartwood Wealth Advisors LLC

15.49K

Mar 31, 26

-692.98K

0.02%

Opus Capital Group, LLC

15.46K

Mar 31, 26

0.02%

Visionary Wealth Advisors

15.39K

Mar 31, 26

-26

0.02%

Keeler THomas Management LLC

15.31K

Mar 31, 26

-62.40K

0.02%

Kestra Investment Management, LLC

15.24K

Mar 31, 26

0.02%

JOHNSON INVESTMENT COUNSEL INC

14.29K

Mar 31, 26

+14.29K

0.01%

MAIRS & POWER INC

14.26K

Mar 31, 26

0.01%

Blake Schutter Theil Wealth Advisors, LLC

13.91K

Mar 31, 26

0.01%

Hills Bank & Trust Co

13.87K

Mar 31, 26

+158

0.01%

LIBERTY WEALTH MANAGEMENT LLC

13.84K

Mar 31, 26

+76

0.01%

NOVEM GROUP

13.81K

Mar 31, 26

+88

0.01%

FIFTH THIRD BANCORP

13.80K

Mar 31, 26

+11.62K

0.01%

Apollon Wealth Management, LLC

13.23K

Mar 31, 26

-1.06M

0.01%

Autumn Glory Partners, LLC

13.20K

Mar 31, 26

+29

0.01%

Willis Johnson & Associates, Inc.

12.93K

Mar 31, 26

+83

0.01%

DAVENPORT & Co LLC

12.75K

Mar 31, 26

+12.75K

0.01%

MONECO Advisors, LLC

12.59K

Mar 31, 26

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

12.49K

Mar 31, 26

-7.97K

0.01%

HRT FINANCIAL LP

12.48K

Mar 31, 26

+12.48K

0.01%

Princeton Global Asset Management LLC

12.23K

Mar 31, 26

-200

0.01%

Advisor OS, LLC

12.16K

Mar 31, 26

-2.08K

0.01%

McLean Asset Management Corp

12.02K

Mar 31, 26

0.01%

Cherry Tree Wealth Management, LLC

11.43K

Mar 31, 26

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

11.39K

Mar 31, 26

+466

0.01%

Unified Investment Management

11.32K

Mar 31, 26

+2.56K

0.01%

Parallel Advisors, LLC

11.20K

Mar 31, 26

+5.27K

0.01%

JAMES INVESTMENT RESEARCH INC

11.00K

Mar 31, 26

0.01%

Foundations Investment Advisors, LLC

10.85K

Mar 31, 26

+10.85K

0.01%

StoneX Group Inc.

10.73K

Mar 31, 26

+10.73K

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

10.42K

Mar 31, 26

-2.19K

0.01%

Avidian Wealth Solutions, LLC

10.31K

Mar 31, 26

0.01%

Guidance Point Advisors, LLC

10.25K

Mar 31, 26

+521

0.01%

HANOVER ADVISORS INC

10.05K

Mar 31, 26

-253

0.01%

Savant Capital, LLC

9.99K

Mar 31, 26

0.01%

Flavin Financial Services, Inc.

9.91K

Mar 31, 26

0.01%

4J Wealth Management LLC

9.74K

Mar 31, 26

-2.50K

0.01%

Miracle Mile Advisors, LLC

9.73K

Mar 31, 26

+9.73K

0.01%

Regal Investment Advisors LLC

9.73K

Mar 31, 26

-11.62K

0.01%

Mascoma Wealth Management LLC

9.54K

Mar 31, 26

0.01%

Essex Savings Bank

9.52K

Mar 31, 26

+9.52K

0.01%

Berger Financial Group, Inc

9.49K

Mar 31, 26

-4.85K

0.01%

DecisionMap Wealth Management, LLC

9.27K

Mar 31, 26

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

9.26K

Mar 31, 26

-480

0.01%

Dakota Wealth Management

9.11K

Mar 31, 26

0.01%

VestGen Advisors, LLC

8.98K

Mar 31, 26

+163

0.01%

CENTAURUS FINANCIAL, INC.

8.93K

Mar 31, 26

+116

0.01%

IHT Wealth Management, LLC

8.91K

Mar 31, 26

+8.91K

0.01%

TOWER BRIDGE ADVISORS

8.75K

Mar 31, 26

+8.75K

0.01%

Rockefeller Capital Management L.P.

7.28K

Mar 31, 26

-4

0.01%

Aptus Capital Advisors, LLC

7.14K

Mar 31, 26

0.01%

United Community Bank

5.93K

Mar 31, 26

+5.93K

0.01%

PROSPERITY BANCSHARES INC

5.30K

Mar 31, 26

0.01%

Spire Wealth Management

5.30K

Mar 31, 26

+5.30K

0.01%

Black Cypress Capital Management, LLC

5.10K

Mar 31, 26

0.01%

Pinnacle Bancorp, Inc.

4.53K

Mar 31, 26

-13.68K

0.00%

NATIONAL BANK OF CANADA /FI/

4.28K

Mar 31, 26

+809

0.00%

Atlantic Union Bankshares Corp

4.08K

Mar 31, 26

0.00%

FMR LLC

4.08K

Mar 31, 26

-8.40K

0.00%

Costello Asset Management, INC

3.95K

Mar 31, 26

+26

0.00%

CNB Bank

3.93K

Mar 31, 26

-38

0.00%

BRYN MAWR TRUST Co

3.75K

Mar 31, 26

+1.25K

0.00%

Farther Finance Advisors, LLC

3.55K

Mar 31, 26

-5.67K

0.00%

AE Wealth Management LLC

3.10K

Mar 31, 26

0.00%

Bogart Wealth, LLC

2.98K

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

2.68K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

2.19K

Mar 31, 26

+2.19K

0.00%

TD Capital Management LLC

2.10K

Mar 31, 26

+13

0.00%

Clayton Financial Group LLC

2.03K

Mar 31, 26

+73

0.00%

Clearstead Trust, LLC

2.01K

Mar 31, 26

+708

0.00%

Kohmann Bosshard Financial Services, LLC

1.97K

Mar 31, 26

-148

0.00%

McIlrath & Eck, LLC

1.92K

Mar 31, 26

+1.92K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.75K

Mar 31, 26

+1.75K

0.00%

BANK OF MONTREAL /CAN/

1.67K

Mar 31, 26

+11

0.00%

MCF Advisors LLC

1.28K

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

1.14K

Mar 31, 26

-2.48K

0.00%

Balentine LLC

1.10K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.09K

Mar 31, 26

+1.09K

0.00%

AlphaCore Capital LLC

983

Mar 31, 26

0.00%

Robbins Farley

884

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

819

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

800

Mar 31, 26

0.00%

First PREMIER Bank

759

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

589

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

554

Mar 31, 26

-2.79K

0.00%

Root Financial Partners, LLC

553

Mar 31, 26

+553

0.00%

US BANCORP \DE\

500

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

400

Mar 31, 26

-62.51K

0.00%

Signature Resources Capital Management, LLC

186

Mar 31, 26

+186

0.00%

HAZLETT, BURT & WATSON, INC.

175

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

+51

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-77.68K

REGIONS FINANCIAL CORP

Mar 31, 26

-28.61K

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-1.99K

IFG Advisory, LLC

Mar 31, 26

-14.48K

Laurel Wealth Advisors LLC

Mar 31, 26

-6.20K

Hara Capital LLC

Mar 31, 26

-3.35K

Cornerstone Planning, LLC

Mar 31, 26

-407.89K

PRIVATE MANAGEMENT GROUP INC

Mar 31, 26

-8.82K

EverSource Wealth Advisors, LLC

Mar 31, 26

-341

RFP Financial Group LLC

Mar 31, 26

-11.05K

STAR Financial Bank

Mar 31, 26

-13.66K

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Mar 31, 26

-11.50K

UBS ASSET MANAGEMENT AMERICAS INC

Mar 31, 26

-3.52K

Legacy Private Trust Co.

Mar 31, 26

-9.76K

SHELTON WEALTH MANAGEMENT, LLC

Mar 31, 26

-376.01K

Investor's Fiduciary Advisor Network, LLC

Mar 31, 26

-103.95K

Focused Wealth Management, Inc

Mar 31, 26

-20.09K

Global Retirement Partners, LLC

461.91K

Dec 31, 25

+47.99K

0.46%

Stephens Consulting, LLC

397.66K

Dec 31, 25

+6.26K

0.39%

Austin Private Wealth, LLC

62.24K

Dec 31, 25

+240

0.06%

CIBC Private Wealth Group, LLC

14.88K

Dec 31, 25

+177

0.01%

COMERICA BANK

11.62K

Dec 31, 25

-97

0.01%

O'Brien Wealth Partners LLC

11.05K

Dec 31, 25

+11.05K

0.01%

SageView Advisory Group, LLC

550

Dec 31, 25

+550

0.00%

GPS Wealth Strategies Group, LLC

486

Dec 31, 25

-2.45K

0.00%

COUNTRY CLUB BANK /GFN

118.58K

Sep 30, 25

-12.21K

0.12%

FULLCIRCLE WEALTH LLC

55.07K

Sep 30, 25

-3.40K

0.05%

Pineridge Advisors LLC

9.30K

Sep 30, 25

+94

0.01%

Lokken Investment Group LLC

9.11K

Sep 30, 25

0.01%

AllSquare Wealth Management LLC

6.90K

Sep 30, 25

0.01%

Hemington Wealth Management

1.21K

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

1.20K

Sep 30, 25

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

179.05K

Jun 30, 25

-12.44K

0.18%

Centricity Wealth Management, LLC

2.80K

Jun 30, 25

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.97K

Jun 30, 25

+1.97K

0.00%

Orion Portfolio Solutions, LLC

67.17K

Mar 31, 25

-76.07K

0.07%

Safeguard Financial, LLC

47.53K

Mar 31, 25

+6.75K

0.05%

Spectrum Wealth Counsel, LLC

5.01K

Mar 31, 25

0.00%

LAKE STREET ADVISORS GROUP, LLC

19.26K

Dec 31, 24

-1.10K

0.02%

MONUMENTAL FINANCIAL GROUP INC.

924.75K

Sep 30, 24

+290.27K

0.92%

Raymond James Financial Services Advisors, Inc.

610.05K

Sep 30, 24

+55.36K

0.60%

RAYMOND JAMES & ASSOCIATES

337.02K

Sep 30, 24

+44.63K

0.33%

FinTrust Capital Advisors, LLC

1.56K

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

1.36K

Sep 30, 24

+1.36K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

420

Jun 30, 24

+420

0.00%

InterOcean Capital Group, LLC

1.51M

Mar 31, 24

+504.74K

1.49%

Cetera Advisors LLC

23.96K

Mar 31, 24

+10.30K

0.02%

Cetera Advisor Networks LLC

23.23K

Mar 31, 24

+13.19K

0.02%

Steward Financial Group LLC

3.38K

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

1.91K

Sep 30, 23

-197

0.00%

LEO BROKERAGE, LLC

14.90K

Jun 30, 23

+14.90K

0.01%

BerganKDV Wealth Management, LLC

6.24K

Jun 30, 23

0.01%

Sargent Bickham Lagudis LLC

213.81K

Dec 31, 22

+19.80K

0.21%

H. L. Ormond & Company, LLC

22.10K

Sep 30, 22

-201

0.02%

Farmer Steven Patrick

671.88K

Jun 30, 22

+671.88K

0.66%