iShares iBonds Dec 2026 Term Treasury ETF(IBTG)

$22.83—Stale · unknown old

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iShares iBonds Dec 2026 Term Treasury ETF(IBTG)

NASDAQ • Last print unknown ago

$22.83—Stale · unknown old

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IBTG(IBTG)

IBTG

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Institutional Ownership

Top 387 Institutional Holders

Holder	Shares	Date	Change	% Held
HM PAYSON & CO	5.66M	Jun 30, 26	-250.87K	5.60%
BANK OF AMERICA CORP /DE/	4.30M	Jun 30, 26	+150.50K	4.26%
MORGAN STANLEY	3.99M	Jun 30, 26	-87.83K	3.95%
Kovitz Investment Group Partners, LLC	3.46M	Jun 30, 26	-1.09M	3.42%
Integrated Wealth Concepts LLC	2.83M	Jun 30, 26	+1.23M	2.80%
NewEdge Advisors, LLC	2.70M	Jun 30, 26	+769.38K	2.67%
LPL Financial LLC	2.50M	Jun 30, 26	+109.14K	2.48%
MERCER GLOBAL ADVISORS INC /ADV	2.44M	Jun 30, 26	-86.41K	2.41%
WELLS FARGO & COMPANY/MN	2.39M	Jun 30, 26	+29.96K	2.37%
Capital Investment Advisors, LLC	2.34M	Jun 30, 26	-147.39K	2.31%
Connecticut Wealth Management, LLC	1.92M	Jun 30, 26	+125.13K	1.90%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.91M	Jun 30, 26	+48.70K	1.89%
Financial Advisory Corp	1.59M	Jun 30, 26	-11.40K	1.57%
SUMMITRY LLC	1.55M	Jun 30, 26	+25.14K	1.54%
SRS Capital Advisors, Inc.	1.54M	Jun 30, 26	+1.54M	1.52%
UBS Group AG	1.48M	Jun 30, 26	-129.56K	1.46%
ENVESTNET ASSET MANAGEMENT INC	1.41M	Jun 30, 26	+46.20K	1.40%
RAYMOND JAMES FINANCIAL INC	1.39M	Jun 30, 26	-304.22K	1.37%
Wealthspire Advisors, LLC	1.27M	Jun 30, 26	+249.90K	1.26%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.02M	Jun 30, 26	-119.76K	1.01%
Krilogy Financial LLC	993.20K	Jun 30, 26	+73.09K	0.98%
OneAscent Financial Services LLC	911.61K	Jun 30, 26	+5.54K	0.90%
Horizon Advisory Services, Inc.	897.32K	Jun 30, 26	+19.04K	0.89%
MKT Advisors LLC	809.58K	Jun 30, 26	+31.93K	0.80%
Carnegie Capital Asset Management, LLC	775.25K	Jun 30, 26	-66.90K	0.77%
Apella Capital, LLC	738.61K	Jun 30, 26	-38.08K	0.73%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	730.65K	Jun 30, 26	+59.26K	0.72%
ADVISOR GROUP HOLDINGS, INC.	711.89K	Jun 30, 26	-55.95K	0.70%
MV CAPITAL MANAGEMENT, INC.	703.84K	Jun 30, 26	+8.23K	0.70%
Stratos Wealth Partners, LTD.	702.96K	Jun 30, 26	+8.64K	0.70%
Vista Private Wealth Partners. LLC	692.28K	Jun 30, 26	+23.49K	0.68%
CreativeOne Wealth, LLC	635.30K	Jun 30, 26	+159.10K	0.63%
Scissortail Wealth Management, LLC	626.98K	Jun 30, 26	+13.91K	0.62%
Delta Wealth Advisors LLC	583.56K	Jun 30, 26	-32.37K	0.58%
Baird Financial Group, Inc.	559.72K	Jun 30, 26	+30.52K	0.55%
JPMORGAN CHASE & CO	512.58K	Jun 30, 26	+512.02K	0.51%
ROYAL BANK OF CANADA	511.80K	Jun 30, 26	+18.87K	0.51%
Global Retirement Partners, LLC	506.88K	Jun 30, 26	+506.88K	0.50%
Wealth Management Strategies, Inc.	495.69K	Jun 30, 26	-20.14K	0.49%
MONEY CONCEPTS CAPITAL CORP	493.20K	Jun 30, 26	+419.74K	0.49%
Baltimore-Washington Financial Advisors, Inc.	489.31K	Jun 30, 26	+3.98K	0.48%
Sanctuary Advisors, LLC	485.02K	Jun 30, 26	+57.37K	0.48%
Asset Advisors Investment Management, LLC	480.91K	Jun 30, 26	-3.29K	0.48%
Stratos Wealth Advisors, LLC	465.35K	Jun 30, 26	-136.47K	0.46%
Beacon Pointe Advisors, LLC	456.06K	Jun 30, 26	+424.38K	0.45%
STIFEL FINANCIAL CORP	430.27K	Jun 30, 26	-24.42K	0.43%
COMMONWEALTH EQUITY SERVICES, LLC	420.72K	Jun 30, 26	-52.65K	0.42%
Asset Dedication, LLC	401.24K	Jun 30, 26	+54.32K	0.40%
BIP Wealth, LLC	398.67K	Jun 30, 26	-131.37K	0.39%
Midwest Professional Planners, LTD.	393.71K	Jun 30, 26	+28.89K	0.39%
Janney Montgomery Scott LLC	392.17K	Jun 30, 26	+9.17K	0.39%
Mariner, LLC	390.16K	Jun 30, 26	+7.14K	0.39%
Financial Engines Advisors L.L.C.	380.45K	Jun 30, 26	-15.25K	0.38%
TITLEIST ASSET MANAGEMENT, LLC	376.75K	Jun 30, 26	-109.36K	0.37%
Tower Research Capital LLC (TRC)	376.20K	Jun 30, 26	+376.20K	0.37%
JANE STREET GROUP, LLC	342.59K	Jun 30, 26	+316.44K	0.34%
HighTower Advisors, LLC	342.43K	Jun 30, 26	+3.96K	0.34%
Colony Group, LLC	339.95K	Jun 30, 26	-300.20K	0.34%
AMERIPRISE FINANCIAL INC	333.68K	Jun 30, 26	+5.30K	0.33%
THRIVENT FINANCIAL FOR LUTHERANS	327.15K	Jun 30, 26	+21.58K	0.32%
REBALANCE, LLC	288.88K	Jun 30, 26	+39.22K	0.29%
Juno Financial Group LLC	271.65K	Jun 30, 26	-93.34K	0.27%
Mesirow Financial Investment Management, Inc.	264.83K	Jun 30, 26	-23.90K	0.26%
CENTRAL TRUST Co	254.75K	Jun 30, 26	-12.78K	0.25%
Belpointe Asset Management LLC	247.52K	Jun 30, 26	+19.29K	0.24%
LEAVELL INVESTMENT MANAGEMENT, INC.	228.76K	Jun 30, 26	-1.06K	0.23%
Trinity Wealth Management, LLC	221.87K	Jun 30, 26	-42.84K	0.22%
MAI Capital Management	219.81K	Jun 30, 26	+4.12K	0.22%
PSI Advisors, LLC	209.26K	Jun 30, 26	-132.61K	0.21%
Archer Investment Corp	208.04K	Jun 30, 26	-7.16K	0.21%
Sound View Wealth Advisors Group, LLC	201.46K	Jun 30, 26	-290.41K	0.20%
MML INVESTORS SERVICES, LLC	200.01K	Jun 30, 26	+32.42K	0.20%
Stockman Wealth Management, Inc.	186.92K	Jun 30, 26	-7.53K	0.18%
Accretive Wealth Partners, LLC	183.64K	Jun 30, 26	+30.39K	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	178.35K	Jun 30, 26	+45.49K	0.18%
Valmark Advisers, Inc.	174.47K	Jun 30, 26	+48.71K	0.17%
CAPTRUST FINANCIAL ADVISORS	173.54K	Jun 30, 26	-26.70K	0.17%
Americana Partners, LLC	167.62K	Jun 30, 26	-11.17K	0.17%
Lido Advisors, LLC	166.31K	Jun 30, 26	-41.42K	0.16%
GOLDMAN SACHS GROUP INC	159.16K	Jun 30, 26	+4.75K	0.16%
HOWLAND CAPITAL MANAGEMENT LLC	155.61K	Jun 30, 26	-5.05K	0.15%
Brookstone Capital Management	152.01K	Jun 30, 26	-13.71K	0.15%
Lantz Financial LLC	151.95K	Jun 30, 26	+16.66K	0.15%
Creative Planning	151.65K	Jun 30, 26	+62.99K	0.15%
BAILARD, INC.	148.87K	Jun 30, 26	-1.46M	0.15%
Gradient Investments LLC	141.12K	Jun 30, 26	-7.28K	0.14%
LITTLEJOHN FINANCIAL SERVICES, INC.	135.07K	Jun 30, 26	-3.50K	0.13%
Cetera Investment Advisers	133.97K	Jun 30, 26	-3.94K	0.13%
SIGNATUREFD, LLC	133.68K	Jun 30, 26	-20.57K	0.13%
True Link Financial Advisors, LLC	127.98K	Jun 30, 26	-32.53K	0.13%
GTS SECURITIES LLC	127.43K	Jun 30, 26	+107.64K	0.13%
Eldridge Investment Advisors, Inc.	122.42K	Jun 30, 26	-77.88K	0.12%
Allworth Financial LP	117.70K	Jun 30, 26	-989	0.12%
Atria Investments, Inc	117.53K	Jun 30, 26	+4.92K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	116.62K	Jun 30, 26	+8.12K	0.12%
Centennial Advisors, LLC	115.61K	Jun 30, 26	+8.29K	0.11%
Private Advisor Group, LLC	114.86K	Jun 30, 26	-18.20K	0.11%
Kerntke Otto McGlone Wealth Management Group	113.84K	Jun 30, 26	-48.24K	0.11%
Csenge Advisory Group	112.65K	Jun 30, 26	+27.09K	0.11%
MISSION WEALTH MANAGEMENT, LP	108.57K	Jun 30, 26	+80.10K	0.11%
PHILLIPS FINANCIAL MANAGEMENT, LLC	108.33K	Jun 30, 26	+22	0.11%
Crestmont Private Wealth LLC	106.22K	Jun 30, 26	+12.33K	0.11%
GOULD ASSET MANAGEMENT LLC /CA/	94.00K	Jun 30, 26	+1.39K	0.09%
TFR Capital, LLC.	93.64K	Jun 30, 26	-11.56K	0.09%
Fourth Dimension Wealth, LLC	92.92K	Jun 30, 26	+6.03K	0.09%
ASSOCIATED BANC-CORP	92.72K	Jun 30, 26	+3.58K	0.09%
Kestra Advisory Services, LLC	91.55K	Jun 30, 26	-6.67K	0.09%
Montecito Bank & Trust	90.07K	Jun 30, 26	+18.32K	0.09%
Pathstone Holdings, LLC	89.78K	Jun 30, 26	+89.78K	0.09%
Sunbeam Capital Management, LLC	89.38K	Jun 30, 26	+677	0.09%
Klaas Financial Asset Advisors, LLC	89.36K	Jun 30, 26	+1.33K	0.09%
IFP Advisors, Inc	87.29K	Jun 30, 26	-528	0.09%
Equitable Holdings, Inc.	86.59K	Jun 30, 26	+3.56K	0.09%
Northstar Group, Inc.	86.50K	Jun 30, 26	--	0.09%
D.A. DAVIDSON & CO.	85.08K	Jun 30, 26	-46.51K	0.08%
Atomi Financial Group, Inc.	84.82K	Jun 30, 26	-18.10K	0.08%
PARK AVENUE SECURITIES LLC	83.08K	Jun 30, 26	-8.94K	0.08%
FIRST NATIONAL BANK OF OMAHA	81.56K	Jun 30, 26	-986	0.08%
BOSTON FAMILY OFFICE LLC	80.62K	Jun 30, 26	-45.64K	0.08%
Hughes Financial Services, LLC	80.02K	Jun 30, 26	-7.88K	0.08%
KFG WEALTH MANAGEMENT, LLC	79.89K	Jun 30, 26	+928	0.08%
Endowment Wealth Management, Inc.	79.43K	Jun 30, 26	+399	0.08%
MGO ONE SEVEN LLC	75.36K	Jun 30, 26	+26	0.07%
Black Swift Group, LLC	73.59K	Jun 30, 26	+44.08K	0.07%
Modera Wealth Management, LLC	72.60K	Jun 30, 26	--	0.07%
Probity Advisors, Inc.	71.81K	Jun 30, 26	-53.01K	0.07%
Cambridge Investment Research Advisors, Inc.	69.63K	Jun 30, 26	-33.99K	0.07%
Cerity Partners LLC	68.30K	Jun 30, 26	-18.17K	0.07%
Steelhead Wealth Management LLC	67.38K	Jun 30, 26	-21.81K	0.07%
Reliant Wealth Planning	64.82K	Jun 30, 26	+332	0.06%
Cannon Financial Strategists, Inc.	63.51K	Jun 30, 26	+361	0.06%
Heartland Bank & Trust Co	63.07K	Jun 30, 26	--	0.06%
Penobscot Investment Management Company, Inc.	61.50K	Jun 30, 26	--	0.06%
RIVERCHASE WEALTH MANAGEMENT, LLC	60.96K	Jun 30, 26	+2.46K	0.06%
Trust Co	60.34K	Jun 30, 26	-447	0.06%
DRIVE WEALTH MANAGEMENT, LLC	60.16K	Jun 30, 26	-112	0.06%
Avantax Planning Partners, Inc.	57.91K	Jun 30, 26	--	0.06%
Ambassador Advisors, LLC	56.15K	Jun 30, 26	-2.71K	0.06%
Summit Wealth Partners, LLC	55.81K	Jun 30, 26	-5.05K	0.06%
Essential Planning, LLC.	54.82K	Jun 30, 26	-918	0.05%
Compass Ion Advisors, LLC	52.27K	Jun 30, 26	-1.56K	0.05%
SCS Capital Management LLC	51.72K	Jun 30, 26	--	0.05%
Old Port Advisors	51.55K	Jun 30, 26	-15.66K	0.05%
High Note Wealth, LLC	49.21K	Jun 30, 26	--	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	49.17K	Jun 30, 26	-1.26K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	48.82K	Jun 30, 26	-8.85K	0.05%
MONTAG A & ASSOCIATES INC	48.28K	Jun 30, 26	-19.81K	0.05%
Rossmore Private Capital	48.05K	Jun 30, 26	-100	0.05%
Merit Financial Group, LLC	47.90K	Jun 30, 26	-972	0.05%
BARRETT & COMPANY, INC.	47.80K	Jun 30, 26	+60	0.05%
SUMMITPOINT CAPITAL MANAGEMENT	47.50K	Jun 30, 26	-23.18K	0.05%
DAVENPORT & Co LLC	46.70K	Jun 30, 26	+33.94K	0.05%
THOROUGHBRED FINANCIAL SERVICES, LLC	44.66K	Jun 30, 26	-2.73K	0.04%
Great Diamond Partners, LLC	44.47K	Jun 30, 26	+5.61K	0.04%
MOULTON WEALTH MANAGEMENT, INC	42.44K	Jun 30, 26	-50.69K	0.04%
Madden Advisory Services, Inc.	40.14K	Jun 30, 26	+971	0.04%
Element Wealth, LLC	38.52K	Jun 30, 26	-286	0.04%
Foundry Financial Group, Inc.	36.84K	Jun 30, 26	-2.15K	0.04%
Straight Path Wealth Management	35.77K	Jun 30, 26	-2.06K	0.04%
DUNCKER STREETT & CO INC	35.52K	Jun 30, 26	+341	0.04%
Schuylkill Financial LLC	34.14K	Jun 30, 26	+34.14K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	33.77K	Jun 30, 26	--	0.03%
Raab & Moskowitz Asset Management LLC	33.10K	Jun 30, 26	-270	0.03%
JIM SAULNIER & ASSOCIATES, LLC	32.50K	Jun 30, 26	-2.09K	0.03%
SCHMIDT P J INVESTMENT MANAGEMENT INC	32.38K	Jun 30, 26	+5.92K	0.03%
Prosperity Planning, Inc.	31.84K	Jun 30, 26	+8.75K	0.03%
CIBC WORLD MARKET INC.	31.78K	Jun 30, 26	+3.13K	0.03%
Cambridge Financial Group, LLC	30.60K	Jun 30, 26	+5.42K	0.03%
Savvy Advisors, Inc.	30.07K	Jun 30, 26	-4.71K	0.03%
Koss-Olinger Consulting, LLC	29.89K	Jun 30, 26	+179	0.03%
Pure Financial Advisors, LLC	28.95K	Jun 30, 26	+96	0.03%
BEACON FINANCIAL PLANNING, INC	28.77K	Jun 30, 26	+244	0.03%
Farther Finance Advisors, LLC	27.86K	Jun 30, 26	+24.32K	0.03%
Swan Global Investments, LLC	27.12K	Jun 30, 26	+27.12K	0.03%
TABLEAUX LLC	26.97K	Jun 30, 26	-3.36K	0.03%
Conrad Siegel Investment Advisors, Inc.	26.55K	Jun 30, 26	-97	0.03%
CARY STREET PARTNERS FINANCIAL LLC	26.50K	Jun 30, 26	-1.12K	0.03%
Churchill Financial Advisors, LLC	26.06K	Jun 30, 26	+100	0.03%
Modern Wealth Management, LLC	25.42K	Jun 30, 26	-54.39K	0.03%
Mraz, Amerine & Associates, Inc.	25.13K	Jun 30, 26	-1.86K	0.02%
Ellis Investment Partners, LLC	24.12K	Jun 30, 26	+113	0.02%
Granite Harbor Advisors, Inc.	24.06K	Jun 30, 26	-13.06K	0.02%
LBMC INVESTMENT ADVISORS, LLC	23.92K	Jun 30, 26	--	0.02%
Grant Street Asset Management, Inc.	23.72K	Jun 30, 26	+228	0.02%
Lifeworks Advisors, LLC	22.93K	Jun 30, 26	+22.93K	0.02%
Snowden Capital Advisors LLC	22.69K	Jun 30, 26	-2.65K	0.02%
Yoder Wealth Management, Inc.	22.53K	Jun 30, 26	-700	0.02%
MATHER GROUP, LLC.	21.91K	Jun 30, 26	+21.91K	0.02%
PRINCIPAL SECURITIES, INC.	21.68K	Jun 30, 26	-2.83K	0.02%
Gilbert & Cook, Inc.	21.66K	Jun 30, 26	+21.66K	0.02%
Advisory Services Network, LLC	21.41K	Jun 30, 26	+1.69K	0.02%
CASCADE INVESTMENT GROUP, INC.	21.26K	Jun 30, 26	-349	0.02%
Robertson Stephens Wealth Management, LLC	21.00K	Jun 30, 26	--	0.02%
Daybright Advisory Services, Inc.	20.67K	Jun 30, 26	+261	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	20.61K	Jun 30, 26	-983	0.02%
Simplicity Wealth,LLC	20.43K	Jun 30, 26	+234	0.02%
Resources Investment Advisors, LLC.	20.40K	Jun 30, 26	-604	0.02%
AQR CAPITAL MANAGEMENT LLC	20.39K	Jun 30, 26	--	0.02%
Physician Wealth Advisors, Inc.	20.08K	Jun 30, 26	+3.37K	0.02%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	19.94K	Jun 30, 26	+384	0.02%
Quantinno Capital Management LP	19.66K	Jun 30, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	19.24K	Jun 30, 26	-4.32K	0.02%
Visionary Wealth Advisors	19.19K	Jun 30, 26	+3.80K	0.02%
Chesley Taft & Associates LLC	18.60K	Jun 30, 26	--	0.02%
Kovack Advisors, Inc.	18.60K	Jun 30, 26	--	0.02%
Koshinski Asset Management, Inc.	18.17K	Jun 30, 26	-660	0.02%
Stonebridge Financial Group, LLC	18.08K	Jun 30, 26	-8.49K	0.02%
SageView Advisory Group, LLC	17.92K	Jun 30, 26	+17.92K	0.02%
Steward Partners Investment Advisory, LLC	17.43K	Jun 30, 26	-6.47K	0.02%
Independent Advisor Alliance	17.36K	Jun 30, 26	-157.76K	0.02%
Prime Capital Investment Advisors, LLC	17.27K	Jun 30, 26	+1.19K	0.02%
CFS Investment Advisory Services, LLC	17.05K	Jun 30, 26	-141	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	16.47K	Jun 30, 26	--	0.02%
Pensionmark Financial Group, LLC	16.41K	Jun 30, 26	+27	0.02%
Prospera Financial Services Inc	16.39K	Jun 30, 26	-11.26K	0.02%
Kestra Investment Management, LLC	16.11K	Jun 30, 26	+875	0.02%
River Street Advisors LLC	16.00K	Jun 30, 26	--	0.02%
Heartwood Wealth Advisors LLC	15.49K	Jun 30, 26	--	0.02%
Opus Capital Group, LLC	15.46K	Jun 30, 26	--	0.02%
Crews Bank & Trust	15.34K	Jun 30, 26	-850	0.02%
CIBC Bancorp USA Inc.	14.70K	Jun 30, 26	--	0.01%
Alessandra Capital Management, LLC	14.50K	Jun 30, 26	-1.00K	0.01%
OLD POINT TRUST & FINANCIAL SERVICES N A	14.50K	Jun 30, 26	-2.10K	0.01%
IFG Advisory, LLC	14.48K	Jun 30, 26	+14.48K	0.01%
DUDLEY CAPITAL MANAGEMENT, LLC	14.35K	Jun 30, 26	-1.88K	0.01%
JOHNSON INVESTMENT COUNSEL INC	14.29K	Jun 30, 26	--	0.01%
Spectrum Asset Management, Inc. (NB/CA)	14.21K	Jun 30, 26	-2.16K	0.01%
Decker Wealth Management LLC	14.07K	Jun 30, 26	--	0.01%
NOVEM GROUP	13.94K	Jun 30, 26	+134	0.01%
Blake Schutter Theil Wealth Advisors, LLC	13.91K	Jun 30, 26	--	0.01%
LIBERTY WEALTH MANAGEMENT LLC	13.84K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	13.80K	Jun 30, 26	--	0.01%
Advisor OS, LLC	13.26K	Jun 30, 26	+1.10K	0.01%
Autumn Glory Partners, LLC	13.24K	Jun 30, 26	+44	0.01%
Washington Trust Advisors, Inc.	12.87K	Jun 30, 26	-9.19K	0.01%
WORLD EQUITY GROUP, INC.	12.59K	Jun 30, 26	--	0.01%
MONECO Advisors, LLC	12.59K	Jun 30, 26	--	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	12.49K	Jun 30, 26	--	0.01%
Princeton Global Asset Management LLC	12.23K	Jun 30, 26	--	0.01%
Buckingham Strategic Partners	12.20K	Jun 30, 26	+12.20K	0.01%
McLean Asset Management Corp	12.02K	Jun 30, 26	--	0.01%
Avidian Wealth Solutions, LLC	11.85K	Jun 30, 26	+1.53K	0.01%
Hills Bank & Trust Co	11.83K	Jun 30, 26	-2.04K	0.01%
Keeler THomas Management LLC	11.70K	Jun 30, 26	-3.61K	0.01%
Apollon Wealth Management, LLC	11.63K	Jun 30, 26	-1.60K	0.01%
BLUE SQUARE ASSET MANAGEMENT, LLC	11.39K	Jun 30, 26	--	0.01%
Foundations Investment Advisors, LLC	11.34K	Jun 30, 26	+489	0.01%
Unified Investment Management	11.32K	Jun 30, 26	--	0.01%
Vestmark Advisory Solutions, Inc.	11.26K	Jun 30, 26	+11.26K	0.01%
Parallel Advisors, LLC	11.14K	Jun 30, 26	-53	0.01%
StoneX Group Inc.	11.04K	Jun 30, 26	+315	0.01%
Highland Financial Advisors, LLC	11.03K	Jun 30, 26	--	0.01%
JAMES INVESTMENT RESEARCH INC	11.00K	Jun 30, 26	--	0.01%
DAVIS R M INC	10.97K	Jun 30, 26	+10.97K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	10.93K	Jun 30, 26	+10.93K	0.01%
Kastel Capital Advisors, LLC	10.90K	Jun 30, 26	-6.37K	0.01%
Cooper Financial Group	10.65K	Jun 30, 26	+16	0.01%
HANOVER ADVISORS INC	10.52K	Jun 30, 26	+469	0.01%
Guidance Point Advisors, LLC	10.48K	Jun 30, 26	+233	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	10.42K	Jun 30, 26	--	0.01%
Savant Capital, LLC	9.99K	Jun 30, 26	--	0.01%
Miracle Mile Advisors, LLC	9.73K	Jun 30, 26	--	0.01%
DecisionMap Wealth Management, LLC	9.59K	Jun 30, 26	+323	0.01%
Mascoma Wealth Management LLC	9.54K	Jun 30, 26	--	0.01%
Essex Savings Bank	9.52K	Jun 30, 26	--	0.01%
Berger Financial Group, Inc	9.49K	Jun 30, 26	--	0.01%
Focus Financial Network, Inc.	9.33K	Jun 30, 26	--	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	9.26K	Jun 30, 26	--	0.01%
Walser Wealth Management Company, A Ltd Liability Co	9.18K	Jun 30, 26	+9.18K	0.01%
VestGen Advisors, LLC	9.01K	Jun 30, 26	+29	0.01%
Wealth Advisory Solutions, LLC	8.96K	Jun 30, 26	+8.96K	0.01%
TRUIST FINANCIAL CORP	8.95K	Jun 30, 26	+8.95K	0.01%
IHT Wealth Management, LLC	8.94K	Jun 30, 26	+31	0.01%
CENTAURUS FINANCIAL, INC.	8.83K	Jun 30, 26	-100	0.01%
Rockefeller Capital Management L.P.	7.28K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	7.14K	Jun 30, 26	+1	0.01%
Anchor Bay Capital, Inc.	7.10K	Jun 30, 26	+7.10K	0.01%
United Community Bank	5.71K	Jun 30, 26	-220	0.01%
Spire Wealth Management	5.30K	Jun 30, 26	+1	0.01%
PROSPERITY BANCSHARES INC	5.30K	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL ADVISORS	5.10K	Jun 30, 26	+5.10K	0.01%
Black Cypress Capital Management, LLC	5.10K	Jun 30, 26	--	0.01%
Pinnacle Bancorp, Inc.	4.53K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	4.43K	Jun 30, 26	+152	0.00%
CNB Bank	4.09K	Jun 30, 26	+166	0.00%
Atlantic Union Bankshares Corp	4.08K	Jun 30, 26	--	0.00%
Costello Asset Management, INC	3.99K	Jun 30, 26	+38	0.00%
BRYN MAWR TRUST Co	3.75K	Jun 30, 26	--	0.00%
10Elms LLP	3.72K	Jun 30, 26	+3.72K	0.00%
NorthAvenue LLC	3.15K	Jun 30, 26	+1.05K	0.00%
AE Wealth Management LLC	3.10K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	2.98K	Jun 30, 26	--	0.00%
NBH Bank	2.68K	Jun 30, 26	+2.68K	0.00%
Longview Financial Advisors LLC	2.47K	Jun 30, 26	+2.47K	0.00%
TD Capital Management LLC	2.12K	Jun 30, 26	+20	0.00%
Clearstead Trust, LLC	2.01K	Jun 30, 26	--	0.00%
MCF Advisors LLC	1.71K	Jun 30, 26	+437	0.00%
BANK OF MONTREAL /CAN/	1.69K	Jun 30, 26	+16	0.00%
Ronald Blue Trust, Inc.	1.63K	Jun 30, 26	+1.63K	0.00%
Key FInancial Inc	1.53K	Jun 30, 26	+1.53K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.20K	Jun 30, 26	--	0.00%
Balentine LLC	1.10K	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	1.09K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	983	Jun 30, 26	--	0.00%
FMR LLC	893	Jun 30, 26	-3.18K	0.00%
Robbins Farley	884	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	826	Jun 30, 26	+7	0.00%
BROWN BROTHERS HARRIMAN & CO	800	Jun 30, 26	--	0.00%
First PREMIER Bank	759	Jun 30, 26	--	0.00%
US BANCORP \DE\	500	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	400	Jun 30, 26	--	0.00%
SFAM, LLC	197	Jun 30, 26	--	0.00%
GILPIN WEALTH MANAGEMENT, LLC	125	Jun 30, 26	--	0.00%
EASTERN BANK	125	Jun 30, 26	-1.86K	0.00%
Atlantic Private Wealth, LLC	109	Jun 30, 26	-242.73K	0.00%
Larson Financial Group LLC	51	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	50	Jun 30, 26	+50	0.00%
Aventura Private Wealth, LLC	5	Jun 30, 26	--	0.00%
Portland Global Advisors LLC	--	Jun 30, 26	-157.73K	--
McGuire Investment Group, LLC	--	Jun 30, 26	-382.18K	--
TOWER BRIDGE ADVISORS	--	Jun 30, 26	-8.75K	--
MAIRS & POWER INC	--	Jun 30, 26	-14.26K	--
Signature Resources Capital Management, LLC	--	Jun 30, 26	-186	--
Root Financial Partners, LLC	--	Jun 30, 26	-553	--
Flavin Financial Services, Inc.	--	Jun 30, 26	-9.91K	--
BlackRock, Inc.	--	Jun 30, 26	-660.62K	--
Clayton Financial Group LLC	--	Jun 30, 26	-2.03K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-2.19K	--
Dorsey & Whitney Trust CO LLC	--	Jun 30, 26	-16.82K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-1.75K	--
4J Wealth Management LLC	--	Jun 30, 26	-9.74K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-1.97K	--
Willis Johnson & Associates, Inc.	--	Jun 30, 26	-12.93K	--
HRT FINANCIAL LP	--	Jun 30, 26	-12.48K	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-589	--
Regal Investment Advisors LLC	--	Jun 30, 26	-9.73K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-19.86K	--
TOTH FINANCIAL ADVISORY CORP	--	Jun 30, 26	-1.14K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-175	--
Dakota Wealth Management	--	Jun 30, 26	-9.11K	--
MOSELEY INVESTMENT MANAGEMENT INC	842.16K	Mar 31, 26	+19.31K	0.83%
CWM, LLC	669.63K	Mar 31, 26	+107.19K	0.66%
Parkside Financial Bank & Trust	218.58K	Mar 31, 26	--	0.22%
Mill Creek Capital Advisors, LLC	89.78K	Mar 31, 26	--	0.09%
Horizons Wealth Management	52.49K	Mar 31, 26	-279	0.05%
Signature Wealth Management Group	21.00K	Mar 31, 26	--	0.02%
Leo Wealth, LLC	20.34K	Mar 31, 26	-1.84K	0.02%
Cherry Tree Wealth Management, LLC	11.43K	Mar 31, 26	--	0.01%
Bank of Jackson Hole Trust	2.68K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	1.92K	Mar 31, 26	+1.92K	0.00%
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%
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	0.91%
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

HM PAYSON & CO

5.66M

Jun 30, 26

-250.87K

5.60%

BANK OF AMERICA CORP /DE/

4.30M

Jun 30, 26

+150.50K

4.26%

MORGAN STANLEY

3.99M

Jun 30, 26

-87.83K

3.95%

Kovitz Investment Group Partners, LLC

3.46M

Jun 30, 26

-1.09M

3.42%

Integrated Wealth Concepts LLC

2.83M

Jun 30, 26

+1.23M

2.80%

NewEdge Advisors, LLC

2.70M

Jun 30, 26

+769.38K

2.67%

LPL Financial LLC

2.50M

Jun 30, 26

+109.14K

2.48%

MERCER GLOBAL ADVISORS INC /ADV

2.44M

Jun 30, 26

-86.41K

2.41%

WELLS FARGO & COMPANY/MN

2.39M

Jun 30, 26

+29.96K

2.37%

Capital Investment Advisors, LLC

2.34M

Jun 30, 26

-147.39K

2.31%

Connecticut Wealth Management, LLC

1.92M

Jun 30, 26

+125.13K

1.90%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.91M

Jun 30, 26

+48.70K

1.89%

Financial Advisory Corp

1.59M

Jun 30, 26

-11.40K

1.57%

SUMMITRY LLC

1.55M

Jun 30, 26

+25.14K

1.54%

SRS Capital Advisors, Inc.

1.54M

Jun 30, 26

+1.54M

1.52%

UBS Group AG

1.48M

Jun 30, 26

-129.56K

1.46%

ENVESTNET ASSET MANAGEMENT INC

1.41M

Jun 30, 26

+46.20K

1.40%

RAYMOND JAMES FINANCIAL INC

1.39M

Jun 30, 26

-304.22K

1.37%

Wealthspire Advisors, LLC

1.27M

Jun 30, 26

+249.90K

1.26%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

1.02M

Jun 30, 26

-119.76K

1.01%

Krilogy Financial LLC

993.20K

Jun 30, 26

+73.09K

0.98%

OneAscent Financial Services LLC

911.61K

Jun 30, 26

+5.54K

0.90%

Horizon Advisory Services, Inc.

897.32K

Jun 30, 26

+19.04K

0.89%

MKT Advisors LLC

809.58K

Jun 30, 26

+31.93K

0.80%

Carnegie Capital Asset Management, LLC

775.25K

Jun 30, 26

-66.90K

0.77%

Apella Capital, LLC

738.61K

Jun 30, 26

-38.08K

0.73%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

730.65K

Jun 30, 26

+59.26K

0.72%

ADVISOR GROUP HOLDINGS, INC.

711.89K

Jun 30, 26

-55.95K

0.70%

MV CAPITAL MANAGEMENT, INC.

703.84K

Jun 30, 26

+8.23K

0.70%

Stratos Wealth Partners, LTD.

702.96K

Jun 30, 26

+8.64K

0.70%

Vista Private Wealth Partners. LLC

692.28K

Jun 30, 26

+23.49K

0.68%

CreativeOne Wealth, LLC

635.30K

Jun 30, 26

+159.10K

0.63%

Scissortail Wealth Management, LLC

626.98K

Jun 30, 26

+13.91K

0.62%

Delta Wealth Advisors LLC

583.56K

Jun 30, 26

-32.37K

0.58%

Baird Financial Group, Inc.

559.72K

Jun 30, 26

+30.52K

0.55%

JPMORGAN CHASE & CO

512.58K

Jun 30, 26

+512.02K

0.51%

ROYAL BANK OF CANADA

511.80K

Jun 30, 26

+18.87K

0.51%

Global Retirement Partners, LLC

506.88K

Jun 30, 26

+506.88K

0.50%

Wealth Management Strategies, Inc.

495.69K

Jun 30, 26

-20.14K

0.49%

MONEY CONCEPTS CAPITAL CORP

493.20K

Jun 30, 26

+419.74K

0.49%

Baltimore-Washington Financial Advisors, Inc.

489.31K

Jun 30, 26

+3.98K

0.48%

Sanctuary Advisors, LLC

485.02K

Jun 30, 26

+57.37K

0.48%

Asset Advisors Investment Management, LLC

480.91K

Jun 30, 26

-3.29K

0.48%

Stratos Wealth Advisors, LLC

465.35K

Jun 30, 26

-136.47K

0.46%

Beacon Pointe Advisors, LLC

456.06K

Jun 30, 26

+424.38K

0.45%

STIFEL FINANCIAL CORP

430.27K

Jun 30, 26

-24.42K

0.43%

COMMONWEALTH EQUITY SERVICES, LLC

420.72K

Jun 30, 26

-52.65K

0.42%

Asset Dedication, LLC

401.24K

Jun 30, 26

+54.32K

0.40%

BIP Wealth, LLC

398.67K

Jun 30, 26

-131.37K

0.39%

Midwest Professional Planners, LTD.

393.71K

Jun 30, 26

+28.89K

0.39%

Janney Montgomery Scott LLC

392.17K

Jun 30, 26

+9.17K

0.39%

Mariner, LLC

390.16K

Jun 30, 26

+7.14K

0.39%

Financial Engines Advisors L.L.C.

380.45K

Jun 30, 26

-15.25K

0.38%

TITLEIST ASSET MANAGEMENT, LLC

376.75K

Jun 30, 26

-109.36K

0.37%

Tower Research Capital LLC (TRC)

376.20K

Jun 30, 26

+376.20K

0.37%

JANE STREET GROUP, LLC

342.59K

Jun 30, 26

+316.44K

0.34%

HighTower Advisors, LLC

342.43K

Jun 30, 26

+3.96K

0.34%

Colony Group, LLC

339.95K

Jun 30, 26

-300.20K

0.34%

AMERIPRISE FINANCIAL INC

333.68K

Jun 30, 26

+5.30K

0.33%

THRIVENT FINANCIAL FOR LUTHERANS

327.15K

Jun 30, 26

+21.58K

0.32%

REBALANCE, LLC

288.88K

Jun 30, 26

+39.22K

0.29%

Juno Financial Group LLC

271.65K

Jun 30, 26

-93.34K

0.27%

Mesirow Financial Investment Management, Inc.

264.83K

Jun 30, 26

-23.90K

0.26%

CENTRAL TRUST Co

254.75K

Jun 30, 26

-12.78K

0.25%

Belpointe Asset Management LLC

247.52K

Jun 30, 26

+19.29K

0.24%

LEAVELL INVESTMENT MANAGEMENT, INC.

228.76K

Jun 30, 26

-1.06K

0.23%

Trinity Wealth Management, LLC

221.87K

Jun 30, 26

-42.84K

0.22%

MAI Capital Management

219.81K

Jun 30, 26

+4.12K

0.22%

PSI Advisors, LLC

209.26K

Jun 30, 26

-132.61K

0.21%

Archer Investment Corp

208.04K

Jun 30, 26

-7.16K

0.21%

Sound View Wealth Advisors Group, LLC

201.46K

Jun 30, 26

-290.41K

0.20%

MML INVESTORS SERVICES, LLC

200.01K

Jun 30, 26

+32.42K

0.20%

Stockman Wealth Management, Inc.

186.92K

Jun 30, 26

-7.53K

0.18%

Accretive Wealth Partners, LLC

183.64K

Jun 30, 26

+30.39K

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

178.35K

Jun 30, 26

+45.49K

0.18%

Valmark Advisers, Inc.

174.47K

Jun 30, 26

+48.71K

0.17%

CAPTRUST FINANCIAL ADVISORS

173.54K

Jun 30, 26

-26.70K

0.17%

Americana Partners, LLC

167.62K

Jun 30, 26

-11.17K

0.17%

Lido Advisors, LLC

166.31K

Jun 30, 26

-41.42K

0.16%

GOLDMAN SACHS GROUP INC

159.16K

Jun 30, 26

+4.75K

0.16%

HOWLAND CAPITAL MANAGEMENT LLC

155.61K

Jun 30, 26

-5.05K

0.15%

Brookstone Capital Management

152.01K

Jun 30, 26

-13.71K

0.15%

Lantz Financial LLC

151.95K

Jun 30, 26

+16.66K

0.15%

Creative Planning

151.65K

Jun 30, 26

+62.99K

0.15%

BAILARD, INC.

148.87K

Jun 30, 26

-1.46M

0.15%

Gradient Investments LLC

141.12K

Jun 30, 26

-7.28K

0.14%

LITTLEJOHN FINANCIAL SERVICES, INC.

135.07K

Jun 30, 26

-3.50K

0.13%

Cetera Investment Advisers

133.97K

Jun 30, 26

-3.94K

0.13%

SIGNATUREFD, LLC

133.68K

Jun 30, 26

-20.57K

0.13%

True Link Financial Advisors, LLC

127.98K

Jun 30, 26

-32.53K

0.13%

GTS SECURITIES LLC

127.43K

Jun 30, 26

+107.64K

0.13%

Eldridge Investment Advisors, Inc.

122.42K

Jun 30, 26

-77.88K

0.12%

Allworth Financial LP

117.70K

Jun 30, 26

-989

0.12%

Atria Investments, Inc

117.53K

Jun 30, 26

+4.92K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

116.62K

Jun 30, 26

+8.12K

0.12%

Centennial Advisors, LLC

115.61K

Jun 30, 26

+8.29K

0.11%

Private Advisor Group, LLC

114.86K

Jun 30, 26

-18.20K

0.11%

Kerntke Otto McGlone Wealth Management Group

113.84K

Jun 30, 26

-48.24K

0.11%

Csenge Advisory Group

112.65K

Jun 30, 26

+27.09K

0.11%

MISSION WEALTH MANAGEMENT, LP

108.57K

Jun 30, 26

+80.10K

0.11%

PHILLIPS FINANCIAL MANAGEMENT, LLC

108.33K

Jun 30, 26

+22

0.11%

Crestmont Private Wealth LLC

106.22K

Jun 30, 26

+12.33K

0.11%

GOULD ASSET MANAGEMENT LLC /CA/

94.00K

Jun 30, 26

+1.39K

0.09%

TFR Capital, LLC.

93.64K

Jun 30, 26

-11.56K

0.09%

Fourth Dimension Wealth, LLC

92.92K

Jun 30, 26

+6.03K

0.09%

ASSOCIATED BANC-CORP

92.72K

Jun 30, 26

+3.58K

0.09%

Kestra Advisory Services, LLC

91.55K

Jun 30, 26

-6.67K

0.09%

Montecito Bank & Trust

90.07K

Jun 30, 26

+18.32K

0.09%

Pathstone Holdings, LLC

89.78K

Jun 30, 26

+89.78K

0.09%

Sunbeam Capital Management, LLC

89.38K

Jun 30, 26

+677

0.09%

Klaas Financial Asset Advisors, LLC

89.36K

Jun 30, 26

+1.33K

0.09%

IFP Advisors, Inc

87.29K

Jun 30, 26

-528

0.09%

Equitable Holdings, Inc.

86.59K

Jun 30, 26

+3.56K

0.09%

Northstar Group, Inc.

86.50K

Jun 30, 26

0.09%

D.A. DAVIDSON & CO.

85.08K

Jun 30, 26

-46.51K

0.08%

Atomi Financial Group, Inc.

84.82K

Jun 30, 26

-18.10K

0.08%

PARK AVENUE SECURITIES LLC

83.08K

Jun 30, 26

-8.94K

0.08%

FIRST NATIONAL BANK OF OMAHA

81.56K

Jun 30, 26

-986

0.08%

BOSTON FAMILY OFFICE LLC

80.62K

Jun 30, 26

-45.64K

0.08%

Hughes Financial Services, LLC

80.02K

Jun 30, 26

-7.88K

0.08%

KFG WEALTH MANAGEMENT, LLC

79.89K

Jun 30, 26

+928

0.08%

Endowment Wealth Management, Inc.

79.43K

Jun 30, 26

+399

0.08%

MGO ONE SEVEN LLC

75.36K

Jun 30, 26

+26

0.07%

Black Swift Group, LLC

73.59K

Jun 30, 26

+44.08K

0.07%

Modera Wealth Management, LLC

72.60K

Jun 30, 26

0.07%

Probity Advisors, Inc.

71.81K

Jun 30, 26

-53.01K

0.07%

Cambridge Investment Research Advisors, Inc.

69.63K

Jun 30, 26

-33.99K

0.07%

Cerity Partners LLC

68.30K

Jun 30, 26

-18.17K

0.07%

Steelhead Wealth Management LLC

67.38K

Jun 30, 26

-21.81K

0.07%

Reliant Wealth Planning

64.82K

Jun 30, 26

+332

0.06%

Cannon Financial Strategists, Inc.

63.51K

Jun 30, 26

+361

0.06%

Heartland Bank & Trust Co

63.07K

Jun 30, 26

0.06%

Penobscot Investment Management Company, Inc.

61.50K

Jun 30, 26

0.06%

RIVERCHASE WEALTH MANAGEMENT, LLC

60.96K

Jun 30, 26

+2.46K

0.06%

Trust Co

60.34K

Jun 30, 26

-447

0.06%

DRIVE WEALTH MANAGEMENT, LLC

60.16K

Jun 30, 26

-112

0.06%

Avantax Planning Partners, Inc.

57.91K

Jun 30, 26

0.06%

Ambassador Advisors, LLC

56.15K

Jun 30, 26

-2.71K

0.06%

Summit Wealth Partners, LLC

55.81K

Jun 30, 26

-5.05K

0.06%

Essential Planning, LLC.

54.82K

Jun 30, 26

-918

0.05%

Compass Ion Advisors, LLC

52.27K

Jun 30, 26

-1.56K

0.05%

SCS Capital Management LLC

51.72K

Jun 30, 26

0.05%

Old Port Advisors

51.55K

Jun 30, 26

-15.66K

0.05%

High Note Wealth, LLC

49.21K

Jun 30, 26

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

49.17K

Jun 30, 26

-1.26K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

48.82K

Jun 30, 26

-8.85K

0.05%

MONTAG A & ASSOCIATES INC

48.28K

Jun 30, 26

-19.81K

0.05%

Rossmore Private Capital

48.05K

Jun 30, 26

-100

0.05%

Merit Financial Group, LLC

47.90K

Jun 30, 26

-972

0.05%

BARRETT & COMPANY, INC.

47.80K

Jun 30, 26

+60

0.05%

SUMMITPOINT CAPITAL MANAGEMENT

47.50K

Jun 30, 26

-23.18K

0.05%

DAVENPORT & Co LLC

46.70K

Jun 30, 26

+33.94K

0.05%

THOROUGHBRED FINANCIAL SERVICES, LLC

44.66K

Jun 30, 26

-2.73K

0.04%

Great Diamond Partners, LLC

44.47K

Jun 30, 26

+5.61K

0.04%

MOULTON WEALTH MANAGEMENT, INC

42.44K

Jun 30, 26

-50.69K

0.04%

Madden Advisory Services, Inc.

40.14K

Jun 30, 26

+971

0.04%

Element Wealth, LLC

38.52K

Jun 30, 26

-286

0.04%

Foundry Financial Group, Inc.

36.84K

Jun 30, 26

-2.15K

0.04%

Straight Path Wealth Management

35.77K

Jun 30, 26

-2.06K

0.04%

DUNCKER STREETT & CO INC

35.52K

Jun 30, 26

+341

0.04%

Schuylkill Financial LLC

34.14K

Jun 30, 26

+34.14K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

33.77K

Jun 30, 26

0.03%

Raab & Moskowitz Asset Management LLC

33.10K

Jun 30, 26

-270

0.03%

JIM SAULNIER & ASSOCIATES, LLC

32.50K

Jun 30, 26

-2.09K

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

32.38K

Jun 30, 26

+5.92K

0.03%

Prosperity Planning, Inc.

31.84K

Jun 30, 26

+8.75K

0.03%

CIBC WORLD MARKET INC.

31.78K

Jun 30, 26

+3.13K

0.03%

Cambridge Financial Group, LLC

30.60K

Jun 30, 26

+5.42K

0.03%

Savvy Advisors, Inc.

30.07K

Jun 30, 26

-4.71K

0.03%

Koss-Olinger Consulting, LLC

29.89K

Jun 30, 26

+179

0.03%

Pure Financial Advisors, LLC

28.95K

Jun 30, 26

+96

0.03%

BEACON FINANCIAL PLANNING, INC

28.77K

Jun 30, 26

+244

0.03%

Farther Finance Advisors, LLC

27.86K

Jun 30, 26

+24.32K

0.03%

Swan Global Investments, LLC

27.12K

Jun 30, 26

+27.12K

0.03%

TABLEAUX LLC

26.97K

Jun 30, 26

-3.36K

0.03%

Conrad Siegel Investment Advisors, Inc.

26.55K

Jun 30, 26

-97

0.03%

CARY STREET PARTNERS FINANCIAL LLC

26.50K

Jun 30, 26

-1.12K

0.03%

Churchill Financial Advisors, LLC

26.06K

Jun 30, 26

+100

0.03%

Modern Wealth Management, LLC

25.42K

Jun 30, 26

-54.39K

0.03%

Mraz, Amerine & Associates, Inc.

25.13K

Jun 30, 26

-1.86K

0.02%

Ellis Investment Partners, LLC

24.12K

Jun 30, 26

+113

0.02%

Granite Harbor Advisors, Inc.

24.06K

Jun 30, 26

-13.06K

0.02%

LBMC INVESTMENT ADVISORS, LLC

23.92K

Jun 30, 26

0.02%

Grant Street Asset Management, Inc.

23.72K

Jun 30, 26

+228

0.02%

Lifeworks Advisors, LLC

22.93K

Jun 30, 26

+22.93K

0.02%

Snowden Capital Advisors LLC

22.69K

Jun 30, 26

-2.65K

0.02%

Yoder Wealth Management, Inc.

22.53K

Jun 30, 26

-700

0.02%

MATHER GROUP, LLC.

21.91K

Jun 30, 26

+21.91K

0.02%

PRINCIPAL SECURITIES, INC.

21.68K

Jun 30, 26

-2.83K

0.02%

Gilbert & Cook, Inc.

21.66K

Jun 30, 26

+21.66K

0.02%

Advisory Services Network, LLC

21.41K

Jun 30, 26

+1.69K

0.02%

CASCADE INVESTMENT GROUP, INC.

21.26K

Jun 30, 26

-349

0.02%

Robertson Stephens Wealth Management, LLC

21.00K

Jun 30, 26

0.02%

Daybright Advisory Services, Inc.

20.67K

Jun 30, 26

+261

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

20.61K

Jun 30, 26

-983

0.02%

Simplicity Wealth,LLC

20.43K

Jun 30, 26

+234

0.02%

Resources Investment Advisors, LLC.

20.40K

Jun 30, 26

-604

0.02%

AQR CAPITAL MANAGEMENT LLC

20.39K

Jun 30, 26

0.02%

Physician Wealth Advisors, Inc.

20.08K

Jun 30, 26

+3.37K

0.02%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

19.94K

Jun 30, 26

+384

0.02%

Quantinno Capital Management LP

19.66K

Jun 30, 26

0.02%

HARBOUR INVESTMENTS, INC.

19.24K

Jun 30, 26

-4.32K

0.02%

Visionary Wealth Advisors

19.19K

Jun 30, 26

+3.80K

0.02%

Chesley Taft & Associates LLC

18.60K

Jun 30, 26

0.02%

Kovack Advisors, Inc.

18.60K

Jun 30, 26

0.02%

Koshinski Asset Management, Inc.

18.17K

Jun 30, 26

-660

0.02%

Stonebridge Financial Group, LLC

18.08K

Jun 30, 26

-8.49K

0.02%

SageView Advisory Group, LLC

17.92K

Jun 30, 26

+17.92K

0.02%

Steward Partners Investment Advisory, LLC

17.43K

Jun 30, 26

-6.47K

0.02%

Independent Advisor Alliance

17.36K

Jun 30, 26

-157.76K

0.02%

Prime Capital Investment Advisors, LLC

17.27K

Jun 30, 26

+1.19K

0.02%

CFS Investment Advisory Services, LLC

17.05K

Jun 30, 26

-141

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

16.47K

Jun 30, 26

0.02%

Pensionmark Financial Group, LLC

16.41K

Jun 30, 26

+27

0.02%

Prospera Financial Services Inc

16.39K

Jun 30, 26

-11.26K

0.02%

Kestra Investment Management, LLC

16.11K

Jun 30, 26

+875

0.02%

River Street Advisors LLC

16.00K

Jun 30, 26

0.02%

Heartwood Wealth Advisors LLC

15.49K

Jun 30, 26

0.02%

Opus Capital Group, LLC

15.46K

Jun 30, 26

0.02%

Crews Bank & Trust

15.34K

Jun 30, 26

-850

0.02%

CIBC Bancorp USA Inc.

14.70K

Jun 30, 26

0.01%

Alessandra Capital Management, LLC

14.50K

Jun 30, 26

-1.00K

0.01%

OLD POINT TRUST & FINANCIAL SERVICES N A

14.50K

Jun 30, 26

-2.10K

0.01%

IFG Advisory, LLC

14.48K

Jun 30, 26

+14.48K

0.01%

DUDLEY CAPITAL MANAGEMENT, LLC

14.35K

Jun 30, 26

-1.88K

0.01%

JOHNSON INVESTMENT COUNSEL INC

14.29K

Jun 30, 26

0.01%

Spectrum Asset Management, Inc. (NB/CA)

14.21K

Jun 30, 26

-2.16K

0.01%

Decker Wealth Management LLC

14.07K

Jun 30, 26

0.01%

NOVEM GROUP

13.94K

Jun 30, 26

+134

0.01%

Blake Schutter Theil Wealth Advisors, LLC

13.91K

Jun 30, 26

0.01%

LIBERTY WEALTH MANAGEMENT LLC

13.84K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

13.80K

Jun 30, 26

0.01%

Advisor OS, LLC

13.26K

Jun 30, 26

+1.10K

0.01%

Autumn Glory Partners, LLC

13.24K

Jun 30, 26

+44

0.01%

Washington Trust Advisors, Inc.

12.87K

Jun 30, 26

-9.19K

0.01%

WORLD EQUITY GROUP, INC.

12.59K

Jun 30, 26

0.01%

MONECO Advisors, LLC

12.59K

Jun 30, 26

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

12.49K

Jun 30, 26

0.01%

Princeton Global Asset Management LLC

12.23K

Jun 30, 26

0.01%

Buckingham Strategic Partners

12.20K

Jun 30, 26

+12.20K

0.01%

McLean Asset Management Corp

12.02K

Jun 30, 26

0.01%

Avidian Wealth Solutions, LLC

11.85K

Jun 30, 26

+1.53K

0.01%

Hills Bank & Trust Co

11.83K

Jun 30, 26

-2.04K

0.01%

Keeler THomas Management LLC

11.70K

Jun 30, 26

-3.61K

0.01%

Apollon Wealth Management, LLC

11.63K

Jun 30, 26

-1.60K

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

11.39K

Jun 30, 26

0.01%

Foundations Investment Advisors, LLC

11.34K

Jun 30, 26

+489

0.01%

Unified Investment Management

11.32K

Jun 30, 26

0.01%

Vestmark Advisory Solutions, Inc.

11.26K

Jun 30, 26

+11.26K

0.01%

Parallel Advisors, LLC

11.14K

Jun 30, 26

-53

0.01%

StoneX Group Inc.

11.04K

Jun 30, 26

+315

0.01%

Highland Financial Advisors, LLC

11.03K

Jun 30, 26

0.01%

JAMES INVESTMENT RESEARCH INC

11.00K

Jun 30, 26

0.01%

DAVIS R M INC

10.97K

Jun 30, 26

+10.97K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

10.93K

Jun 30, 26

+10.93K

0.01%

Kastel Capital Advisors, LLC

10.90K

Jun 30, 26

-6.37K

0.01%

Cooper Financial Group

10.65K

Jun 30, 26

+16

0.01%

HANOVER ADVISORS INC

10.52K

Jun 30, 26

+469

0.01%

Guidance Point Advisors, LLC

10.48K

Jun 30, 26

+233

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

10.42K

Jun 30, 26

0.01%

Savant Capital, LLC

9.99K

Jun 30, 26

0.01%

Miracle Mile Advisors, LLC

9.73K

Jun 30, 26

0.01%

DecisionMap Wealth Management, LLC

9.59K

Jun 30, 26

+323

0.01%

Mascoma Wealth Management LLC

9.54K

Jun 30, 26

0.01%

Essex Savings Bank

9.52K

Jun 30, 26

0.01%

Berger Financial Group, Inc

9.49K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

9.33K

Jun 30, 26

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

9.26K

Jun 30, 26

0.01%

Walser Wealth Management Company, A Ltd Liability Co

9.18K

Jun 30, 26

+9.18K

0.01%

VestGen Advisors, LLC

9.01K

Jun 30, 26

+29

0.01%

Wealth Advisory Solutions, LLC

8.96K

Jun 30, 26

+8.96K

0.01%

TRUIST FINANCIAL CORP

8.95K

Jun 30, 26

+8.95K

0.01%

IHT Wealth Management, LLC

8.94K

Jun 30, 26

+31

0.01%

CENTAURUS FINANCIAL, INC.

8.83K

Jun 30, 26

-100

0.01%

Rockefeller Capital Management L.P.

7.28K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

7.14K

Jun 30, 26

0.01%

Anchor Bay Capital, Inc.

7.10K

Jun 30, 26

+7.10K

0.01%

United Community Bank

5.71K

Jun 30, 26

-220

0.01%

Spire Wealth Management

5.30K

Jun 30, 26

0.01%

PROSPERITY BANCSHARES INC

5.30K

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL ADVISORS

5.10K

Jun 30, 26

+5.10K

0.01%

Black Cypress Capital Management, LLC

5.10K

Jun 30, 26

0.01%

Pinnacle Bancorp, Inc.

4.53K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

4.43K

Jun 30, 26

+152

0.00%

CNB Bank

4.09K

Jun 30, 26

+166

0.00%

Atlantic Union Bankshares Corp

4.08K

Jun 30, 26

0.00%

Costello Asset Management, INC

3.99K

Jun 30, 26

+38

0.00%

BRYN MAWR TRUST Co

3.75K

Jun 30, 26

0.00%

10Elms LLP

3.72K

Jun 30, 26

+3.72K

0.00%

NorthAvenue LLC

3.15K

Jun 30, 26

+1.05K

0.00%

AE Wealth Management LLC

3.10K

Jun 30, 26

0.00%

Bogart Wealth, LLC

2.98K

Jun 30, 26

0.00%

NBH Bank

2.68K

Jun 30, 26

+2.68K

0.00%

Longview Financial Advisors LLC

2.47K

Jun 30, 26

+2.47K

0.00%

TD Capital Management LLC

2.12K

Jun 30, 26

+20

0.00%

Clearstead Trust, LLC

2.01K

Jun 30, 26

0.00%

MCF Advisors LLC

1.71K

Jun 30, 26

+437

0.00%

BANK OF MONTREAL /CAN/

1.69K

Jun 30, 26

+16

0.00%

Ronald Blue Trust, Inc.

1.63K

Jun 30, 26

+1.63K

0.00%

Key FInancial Inc

1.53K

Jun 30, 26

+1.53K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.20K

Jun 30, 26

0.00%

Balentine LLC

1.10K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.09K

Jun 30, 26

0.00%

AlphaCore Capital LLC

983

Jun 30, 26

0.00%

FMR LLC

893

Jun 30, 26

-3.18K

0.00%

Robbins Farley

884

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

826

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

800

Jun 30, 26

0.00%

First PREMIER Bank

759

Jun 30, 26

0.00%

US BANCORP \DE\

500

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

400

Jun 30, 26

0.00%

SFAM, LLC

197

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

125

Jun 30, 26

0.00%

EASTERN BANK

125

Jun 30, 26

-1.86K

0.00%

Atlantic Private Wealth, LLC

109

Jun 30, 26

-242.73K

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

Jun 30, 26

+50

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

0.00%

Portland Global Advisors LLC

Jun 30, 26

-157.73K

McGuire Investment Group, LLC

Jun 30, 26

-382.18K

TOWER BRIDGE ADVISORS

Jun 30, 26

-8.75K

MAIRS & POWER INC

Jun 30, 26

-14.26K

Signature Resources Capital Management, LLC

Jun 30, 26

-186

Root Financial Partners, LLC

Jun 30, 26

-553

Flavin Financial Services, Inc.

Jun 30, 26

-9.91K

BlackRock, Inc.

Jun 30, 26

-660.62K

Clayton Financial Group LLC

Jun 30, 26

-2.03K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-2.19K

Dorsey & Whitney Trust CO LLC

Jun 30, 26

-16.82K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-1.75K

4J Wealth Management LLC

Jun 30, 26

-9.74K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-1.97K

Willis Johnson & Associates, Inc.

Jun 30, 26

-12.93K

HRT FINANCIAL LP

Jun 30, 26

-12.48K

HHM Wealth Advisors, LLC

Jun 30, 26

-589

Regal Investment Advisors LLC

Jun 30, 26

-9.73K

CITADEL ADVISORS LLC

Jun 30, 26

-19.86K

TOTH FINANCIAL ADVISORY CORP

Jun 30, 26

-1.14K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-175

Dakota Wealth Management

Jun 30, 26

-9.11K

MOSELEY INVESTMENT MANAGEMENT INC

842.16K

Mar 31, 26

+19.31K

0.83%

CWM, LLC

669.63K

Mar 31, 26

+107.19K

0.66%

Parkside Financial Bank & Trust

218.58K

Mar 31, 26

0.22%

Mill Creek Capital Advisors, LLC

89.78K

Mar 31, 26

0.09%

Horizons Wealth Management

52.49K

Mar 31, 26

-279

0.05%

Signature Wealth Management Group

21.00K

Mar 31, 26

0.02%

Leo Wealth, LLC

20.34K

Mar 31, 26

-1.84K

0.02%

Cherry Tree Wealth Management, LLC

11.43K

Mar 31, 26

0.01%

Bank of Jackson Hole Trust

2.68K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

1.92K

Mar 31, 26

+1.92K

0.00%

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%

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

0.91%

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%