iShares iBonds Dec 2027 Term(IBTH)

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iShares iBonds Dec 2027 Term(IBTH)

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$22.38—

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IBTH(IBTH)

IBTH

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Institutional Ownership

Top 373 Institutional Holders

Holder	Shares	Date	Change	% Held
HM PAYSON & CO	6.61M	Jun 30, 26	-145.27K	6.69%
BANK OF AMERICA CORP /DE/	4.31M	Jun 30, 26	+545.20K	4.36%
MORGAN STANLEY	3.82M	Jun 30, 26	+115.87K	3.87%
Kovitz Investment Group Partners, LLC	3.26M	Jun 30, 26	+622.41K	3.30%
GLOBALT Investments LLC / GA	2.94M	Jun 30, 26	-55.27K	2.98%
MERCER GLOBAL ADVISORS INC /ADV	2.69M	Jun 30, 26	+221.10K	2.72%
Integrated Wealth Concepts LLC	2.43M	Jun 30, 26	+1.12M	2.46%
NewEdge Advisors, LLC	2.04M	Jun 30, 26	+298.01K	2.06%
ENVESTNET ASSET MANAGEMENT INC	2.02M	Jun 30, 26	+123.09K	2.05%
WELLS FARGO & COMPANY/MN	1.99M	Jun 30, 26	-499.32K	2.02%
LPL Financial LLC	1.92M	Jun 30, 26	+110.83K	1.94%
RAYMOND JAMES FINANCIAL INC	1.77M	Jun 30, 26	-103.50K	1.79%
UBS Group AG	1.69M	Jun 30, 26	-4.72K	1.72%
Brookstone Capital Management	1.67M	Jun 30, 26	-50.12K	1.69%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.57M	Jun 30, 26	+88.16K	1.59%
SRS Capital Advisors, Inc.	1.56M	Jun 30, 26	+1.56M	1.58%
Stratos Wealth Advisors, LLC	1.55M	Jun 30, 26	+260.37K	1.57%
Connecticut Wealth Management, LLC	1.43M	Jun 30, 26	+193.77K	1.45%
Financial Advisory Corp	1.33M	Jun 30, 26	+126.27K	1.35%
Colony Group, LLC	1.21M	Jun 30, 26	-191.29K	1.23%
BlackRock, Inc.	1.18M	Jun 30, 26	+509.11K	1.20%
Stratos Wealth Partners, LTD.	1.08M	Jun 30, 26	+27.85K	1.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	980.87K	Jun 30, 26	+39.12K	0.99%
Capital Investment Advisors, LLC	891.31K	Jun 30, 26	-9.25K	0.90%
Journey Advisory Group, LLC	853.47K	Jun 30, 26	-18.64K	0.86%
Carnegie Capital Asset Management, LLC	840.79K	Jun 30, 26	+106.24K	0.85%
MKT Advisors LLC	840.46K	Jun 30, 26	+36.33K	0.85%
FULTON BANK, N.A.	839.82K	Jun 30, 26	+207.45K	0.85%
OneAscent Financial Services LLC	828.60K	Jun 30, 26	+15.59K	0.84%
Vista Private Wealth Partners. LLC	820.93K	Jun 30, 26	+48.23K	0.83%
Asset Advisors Investment Management, LLC	749.60K	Jun 30, 26	+3.88K	0.76%
TITLEIST ASSET MANAGEMENT, LLC	732.06K	Jun 30, 26	+45.72K	0.74%
Merit Financial Group, LLC	712.38K	Jun 30, 26	-475.26K	0.72%
BIP Wealth, LLC	666.09K	Jun 30, 26	+257.79K	0.67%
ADVISOR GROUP HOLDINGS, INC.	639.97K	Jun 30, 26	+24.98K	0.65%
Krilogy Financial LLC	627.25K	Jun 30, 26	+40.23K	0.63%
ROYAL BANK OF CANADA	608.43K	Jun 30, 26	+12.64K	0.62%
MV CAPITAL MANAGEMENT, INC.	603.08K	Jun 30, 26	-2.23K	0.61%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	586.42K	Jun 30, 26	+49.74K	0.59%
Wealth Management Strategies, Inc.	564.72K	Jun 30, 26	+27.50K	0.57%
THRIVENT FINANCIAL FOR LUTHERANS	559.20K	Jun 30, 26	+367.01K	0.57%
Sanctuary Advisors, LLC	500.58K	Jun 30, 26	+71.54K	0.51%
SHELTON WEALTH MANAGEMENT, LLC	486.88K	Jun 30, 26	+30.49K	0.49%
McGuire Investment Group, LLC	451.07K	Jun 30, 26	+440.65K	0.46%
Apella Capital, LLC	440.84K	Jun 30, 26	+30.12K	0.45%
Baird Financial Group, Inc.	423.30K	Jun 30, 26	+31.79K	0.43%
CHATHAM CAPITAL GROUP, INC.	410.44K	Jun 30, 26	-8.35K	0.42%
COMMONWEALTH EQUITY SERVICES, LLC	401.41K	Jun 30, 26	+27.33K	0.41%
Delta Wealth Advisors LLC	376.17K	Jun 30, 26	+3.25K	0.38%
Hilltop Holdings Inc.	375.38K	Jun 30, 26	+25.44K	0.38%
EIGHT 31 FINANCIAL LLC	363.75K	Jun 30, 26	+8.09K	0.37%
Northstar Group, Inc.	347.59K	Jun 30, 26	+24.11K	0.35%
Financial Engines Advisors L.L.C.	335.89K	Jun 30, 26	-6.35K	0.34%
Global Retirement Partners, LLC	333.21K	Jun 30, 26	+333.21K	0.34%
Janney Montgomery Scott LLC	329.16K	Jun 30, 26	+5.35K	0.33%
AMERIPRISE FINANCIAL INC	325.76K	Jun 30, 26	+35.15K	0.33%
Flavin Financial Services, Inc.	322.57K	Jun 30, 26	+935	0.33%
Midwest Professional Planners, LTD.	313.05K	Jun 30, 26	+48.36K	0.32%
REBALANCE, LLC	299.66K	Jun 30, 26	+29.01K	0.30%
FAGAN ASSOCIATES, INC.	299.08K	Jun 30, 26	-1.48K	0.30%
STIFEL FINANCIAL CORP	284.75K	Jun 30, 26	+9.85K	0.29%
BOSTON FAMILY OFFICE LLC	281.96K	Jun 30, 26	+9.23K	0.29%
LEAVELL INVESTMENT MANAGEMENT, INC.	259.83K	Jun 30, 26	+22.26K	0.26%
Asset Dedication, LLC	259.76K	Jun 30, 26	+17.90K	0.26%
TRUIST FINANCIAL CORP	241.75K	Jun 30, 26	+16.99K	0.24%
Stockman Wealth Management, Inc.	234.47K	Jun 30, 26	+6.31K	0.24%
Belpointe Asset Management LLC	227.31K	Jun 30, 26	-539	0.23%
D.A. DAVIDSON & CO.	224.44K	Jun 30, 26	+40.96K	0.23%
TRUE Private Wealth Advisors	222.05K	Jun 30, 26	-1.46M	0.22%
CAPTRUST FINANCIAL ADVISORS	202.09K	Jun 30, 26	+5.99K	0.20%
Atlantic Private Wealth, LLC	197.70K	Jun 30, 26	-11.71K	0.20%
Accretive Wealth Partners, LLC	195.31K	Jun 30, 26	+34.61K	0.20%
Cetera Investment Advisers	187.97K	Jun 30, 26	-1.24K	0.19%
CENTRAL TRUST Co	179.26K	Jun 30, 26	-10.45K	0.18%
Valmark Advisers, Inc.	176.94K	Jun 30, 26	+49.93K	0.18%
Portland Global Advisors LLC	173.46K	Jun 30, 26	+12.79K	0.18%
Legacy Private Trust Co.	170.93K	Jun 30, 26	-28.59K	0.17%
HighTower Advisors, LLC	166.07K	Jun 30, 26	+30.30K	0.17%
SIGNATUREFD, LLC	158.61K	Jun 30, 26	-10.31K	0.16%
Lantz Financial LLC	153.53K	Jun 30, 26	+20.87K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	152.63K	Jun 30, 26	-6.90K	0.15%
Ashton Thomas Private Wealth, LLC	149.19K	Jun 30, 26	+2.00K	0.15%
Old Port Advisors	147.27K	Jun 30, 26	-71.83K	0.15%
Allworth Financial LP	147.25K	Jun 30, 26	+11.27K	0.15%
HOWLAND CAPITAL MANAGEMENT LLC	141.96K	Jun 30, 26	+25.00K	0.14%
PARK AVENUE SECURITIES LLC	141.40K	Jun 30, 26	-3.56K	0.14%
Cornerstone Planning, LLC	140.84K	Jun 30, 26	+2.64K	0.14%
Gradient Investments LLC	139.41K	Jun 30, 26	-7.20K	0.14%
MAI Capital Management	135.04K	Jun 30, 26	-2.29K	0.14%
Hobbs Group Advisors, LLC	134.16K	Jun 30, 26	+134.16K	0.14%
Wealthspire Advisors, LLC	133.74K	Jun 30, 26	+4.28K	0.14%
Parallel Advisors, LLC	133.05K	Jun 30, 26	+9.71K	0.13%
SCS Capital Management LLC	129.20K	Jun 30, 26	-1.34K	0.13%
SEI INVESTMENTS CO	121.38K	Jun 30, 26	--	0.12%
Atria Investments, Inc	119.91K	Jun 30, 26	+5.20K	0.12%
Centennial Advisors, LLC	118.02K	Jun 30, 26	+8.77K	0.12%
Pinnacle Financial Partners, Inc.	112.94K	Jun 30, 26	+5.64K	0.11%
Mechanics Bank Trust Department	103.00K	Jun 30, 26	-3.00K	0.10%
Hughes Financial Services, LLC	102.92K	Jun 30, 26	+2.68K	0.10%
Kerntke Otto McGlone Wealth Management Group	102.70K	Jun 30, 26	+16.95K	0.10%
TFR Capital, LLC.	102.40K	Jun 30, 26	-1.11K	0.10%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	100.52K	Jun 30, 26	+100.52K	0.10%
JIM SAULNIER & ASSOCIATES, LLC	98.66K	Jun 30, 26	+699	0.10%
GOULD ASSET MANAGEMENT LLC /CA/	96.56K	Jun 30, 26	+1.76K	0.10%
Creative Planning	94.28K	Jun 30, 26	+24.16K	0.10%
THOROUGHBRED FINANCIAL SERVICES, LLC	93.36K	Jun 30, 26	-2.07K	0.09%
Penobscot Investment Management Company, Inc.	92.00K	Jun 30, 26	--	0.09%
Montecito Bank & Trust	90.94K	Jun 30, 26	+22.81K	0.09%
Cambridge Investment Research Advisors, Inc.	90.43K	Jun 30, 26	-35.51K	0.09%
IFP Advisors, Inc	88.88K	Jun 30, 26	-521	0.09%
ASSOCIATED BANC-CORP	86.82K	Jun 30, 26	+1.89K	0.09%
Probity Advisors, Inc.	85.60K	Jun 30, 26	-65.97K	0.09%
EVEXIA WEALTH LLC	83.51K	Jun 30, 26	+46.95K	0.08%
Modera Wealth Management, LLC	76.91K	Jun 30, 26	--	0.08%
Steelhead Wealth Management LLC	76.20K	Jun 30, 26	-15.41K	0.08%
Scissortail Wealth Management, LLC	75.46K	Jun 30, 26	+2.02K	0.08%
Foundry Financial Group, Inc.	75.43K	Jun 30, 26	+939	0.08%
KFG WEALTH MANAGEMENT, LLC	73.36K	Jun 30, 26	+2.52K	0.07%
MGO ONE SEVEN LLC	70.90K	Jun 30, 26	+2.24K	0.07%
Klaas Financial Asset Advisors, LLC	68.47K	Jun 30, 26	+1.24K	0.07%
Reliant Wealth Planning	67.39K	Jun 30, 26	+691	0.07%
Equitable Holdings, Inc.	66.03K	Jun 30, 26	+3.09K	0.07%
Cannon Financial Strategists, Inc.	64.97K	Jun 30, 26	+384	0.07%
Compass Ion Advisors, LLC	64.36K	Jun 30, 26	--	0.07%
MML INVESTORS SERVICES, LLC	63.57K	Jun 30, 26	+12.46K	0.06%
Heartland Bank & Trust Co	63.53K	Jun 30, 26	--	0.06%
Avantax Planning Partners, Inc.	59.88K	Jun 30, 26	-6	0.06%
Great Diamond Partners, LLC	58.29K	Jun 30, 26	+16.33K	0.06%
Cerity Partners LLC	57.30K	Jun 30, 26	-16.44K	0.06%
Kestra Advisory Services, LLC	56.66K	Jun 30, 26	+327	0.06%
CreativeOne Wealth, LLC	55.20K	Jun 30, 26	-48.45K	0.06%
SUMMITPOINT CAPITAL MANAGEMENT	54.72K	Jun 30, 26	-22.48K	0.06%
Lido Advisors, LLC	53.79K	Jun 30, 26	+2.10K	0.05%
NewSquare Capital LLC	52.08K	Jun 30, 26	+52.08K	0.05%
Eldridge Investment Advisors, Inc.	51.32K	Jun 30, 26	-146.96K	0.05%
Fourth Dimension Wealth, LLC	50.83K	Jun 30, 26	+3.35K	0.05%
RIVERCHASE WEALTH MANAGEMENT, LLC	48.67K	Jun 30, 26	+1.68K	0.05%
DAVENPORT & Co LLC	48.23K	Jun 30, 26	+35.27K	0.05%
BARRETT & COMPANY, INC.	46.37K	Jun 30, 26	+137	0.05%
Summit Wealth Partners, LLC	45.91K	Jun 30, 26	-12	0.05%
Pathstone Holdings, LLC	45.76K	Jun 30, 26	+45.76K	0.05%
Straight Path Wealth Management	44.06K	Jun 30, 26	+708	0.04%
MOULTON WEALTH MANAGEMENT, INC	43.46K	Jun 30, 26	-51.62K	0.04%
Rossmore Private Capital	43.42K	Jun 30, 26	+2.23K	0.04%
Beacon Pointe Advisors, LLC	43.38K	Jun 30, 26	+13.88K	0.04%
4J Wealth Management LLC	42.48K	Jun 30, 26	+6.33K	0.04%
Mariner, LLC	42.20K	Jun 30, 26	-9.90K	0.04%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	40.21K	Jun 30, 26	+6.09K	0.04%
TRANSCEND CAPITAL ADVISORS, LLC	40.05K	Jun 30, 26	--	0.04%
DUDLEY CAPITAL MANAGEMENT, LLC	39.33K	Jun 30, 26	--	0.04%
KING LUTHER CAPITAL MANAGEMENT CORP	39.26K	Jun 30, 26	--	0.04%
Apollon Wealth Management, LLC	39.16K	Jun 30, 26	+178	0.04%
PHILLIPS FINANCIAL MANAGEMENT, LLC	38.68K	Jun 30, 26	+44	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	37.77K	Jun 30, 26	+461	0.04%
Ellis Investment Partners, LLC	37.69K	Jun 30, 26	+37.69K	0.04%
Farther Finance Advisors, LLC	36.56K	Jun 30, 26	+16.48K	0.04%
DUNCKER STREETT & CO INC	36.45K	Jun 30, 26	+340	0.04%
MISSION WEALTH MANAGEMENT, LP	36.33K	Jun 30, 26	+13.75K	0.04%
Simplicity Wealth,LLC	36.17K	Jun 30, 26	+10.72K	0.04%
Chris Bulman Inc	34.88K	Jun 30, 26	-3.18K	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	32.28K	Jun 30, 26	-2.35K	0.03%
BENJAMIN EDWARDS INC	31.89K	Jun 30, 26	+906	0.03%
Element Wealth, LLC	31.62K	Jun 30, 26	+58	0.03%
L2 Asset Management, LLC	31.52K	Jun 30, 26	-284.88K	0.03%
Wick Capital Partners, LLC	31.49K	Jun 30, 26	-892	0.03%
CIBC WORLD MARKET INC.	31.21K	Jun 30, 26	-156	0.03%
Mesirow Financial Investment Management, Inc.	31.09K	Jun 30, 26	-2.26K	0.03%
Prosperity Planning, Inc.	30.93K	Jun 30, 26	+6.71K	0.03%
NATIONAL BANK OF CANADA /FI/	30.76K	Jun 30, 26	+6.82K	0.03%
Physician Wealth Advisors, Inc.	29.86K	Jun 30, 26	+22.96K	0.03%
JOHNSON INVESTMENT COUNSEL INC	29.04K	Jun 30, 26	--	0.03%
Savvy Advisors, Inc.	28.98K	Jun 30, 26	-1.75K	0.03%
Koss-Olinger Consulting, LLC	28.80K	Jun 30, 26	+178	0.03%
Steward Partners Investment Advisory, LLC	28.50K	Jun 30, 26	-218.69K	0.03%
MONEY CONCEPTS CAPITAL CORP	28.21K	Jun 30, 26	+4.73K	0.03%
HARBOUR INVESTMENTS, INC.	28.12K	Jun 30, 26	+262	0.03%
Pure Financial Advisors, LLC	27.98K	Jun 30, 26	+1.35K	0.03%
Granite Harbor Advisors, Inc.	27.92K	Jun 30, 26	-12.93K	0.03%
Pinnacle Bancorp, Inc.	27.86K	Jun 30, 26	--	0.03%
Snowden Capital Advisors LLC	27.80K	Jun 30, 26	-4.40K	0.03%
Independent Advisor Alliance	27.78K	Jun 30, 26	-214.45K	0.03%
CARY STREET PARTNERS FINANCIAL LLC	27.34K	Jun 30, 26	-3.49K	0.03%
Blake Schutter Theil Wealth Advisors, LLC	27.04K	Jun 30, 26	--	0.03%
Conrad Siegel Investment Advisors, Inc.	27.02K	Jun 30, 26	+135	0.03%
Basepoint Wealth LLC	26.99K	Jun 30, 26	+9.14K	0.03%
TABLEAUX LLC	26.67K	Jun 30, 26	-3.27K	0.03%
LBMC INVESTMENT ADVISORS, LLC	26.40K	Jun 30, 26	--	0.03%
Essential Planning, LLC.	25.89K	Jun 30, 26	+129	0.03%
Madden Advisory Services, Inc.	25.65K	Jun 30, 26	+991	0.03%
Spectrum Asset Management, Inc. (NB/CA)	25.61K	Jun 30, 26	-2.38K	0.03%
PSI Advisors, LLC	25.59K	Jun 30, 26	-9.00K	0.03%
Modern Wealth Management, LLC	25.57K	Jun 30, 26	-55.34K	0.03%
Focused Wealth Management, Inc	24.99K	Jun 30, 26	+1.67K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	24.25K	Jun 30, 26	--	0.02%
Cambridge Financial Group, LLC	23.71K	Jun 30, 26	--	0.02%
Stonebridge Financial Group, LLC	23.46K	Jun 30, 26	+190	0.02%
Chesley Taft & Associates LLC	23.00K	Jun 30, 26	--	0.02%
Pensionmark Financial Group, LLC	22.99K	Jun 30, 26	+31	0.02%
National Philanthropic Trust	22.26K	Jun 30, 26	--	0.02%
Raab & Moskowitz Asset Management LLC	22.24K	Jun 30, 26	-1.90K	0.02%
Advisory Services Network, LLC	22.20K	Jun 30, 26	+4.16K	0.02%
BEACON FINANCIAL PLANNING, INC	22.11K	Jun 30, 26	+127	0.02%
Avidian Wealth Solutions, LLC	22.10K	Jun 30, 26	+1.56K	0.02%
AQR CAPITAL MANAGEMENT LLC	22.06K	Jun 30, 26	--	0.02%
Gilbert & Cook, Inc.	22.02K	Jun 30, 26	--	0.02%
Daybright Advisory Services, Inc.	21.08K	Jun 30, 26	+260	0.02%
Jacobi Capital Management LLC	20.09K	Jun 30, 26	+128	0.02%
Black Maple Capital Management LP	20.00K	Jun 30, 26	--	0.02%
Walleye Partners, LLC	19.79K	Jun 30, 26	+185	0.02%
Churchill Financial Advisors, LLC	19.69K	Jun 30, 26	+134	0.02%
Foundations Investment Advisors, LLC	19.57K	Jun 30, 26	+531	0.02%
Visionary Wealth Advisors	19.14K	Jun 30, 26	+3.88K	0.02%
FIRST NATIONAL BANK OF OMAHA	18.68K	Jun 30, 26	--	0.02%
Prime Capital Investment Advisors, LLC	17.61K	Jun 30, 26	+1.24K	0.02%
CFS Investment Advisory Services, LLC	17.13K	Jun 30, 26	-108	0.02%
NOTTINGHAM ADVISORS, INC.	17.00K	Jun 30, 26	--	0.02%
Resources Investment Advisors, LLC.	16.50K	Jun 30, 26	-1.01K	0.02%
Black Swift Group, LLC	16.48K	Jun 30, 26	+100	0.02%
Kestra Investment Management, LLC	16.43K	Jun 30, 26	+718	0.02%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	16.40K	Jun 30, 26	--	0.02%
High Note Wealth, LLC	16.21K	Jun 30, 26	--	0.02%
Autumn Glory Partners, LLC	16.20K	Jun 30, 26	+2.73K	0.02%
DecisionMap Wealth Management, LLC	16.11K	Jun 30, 26	+4.31K	0.02%
SageView Advisory Group, LLC	15.87K	Jun 30, 26	+5.23K	0.02%
Opus Capital Group, LLC	15.78K	Jun 30, 26	--	0.02%
Swan Global Investments, LLC	15.77K	Jun 30, 26	+15.77K	0.02%
Crews Bank & Trust	15.34K	Jun 30, 26	--	0.02%
Trust Point Inc.	15.28K	Jun 30, 26	+15.28K	0.02%
Trinity Wealth Management, LLC	15.15K	Jun 30, 26	--	0.02%
Yoder Wealth Management, Inc.	14.60K	Jun 30, 26	--	0.01%
OLD POINT TRUST & FINANCIAL SERVICES N A	14.57K	Jun 30, 26	+1.00K	0.01%
KPP Advisory Services LLC	14.24K	Jun 30, 26	-335	0.01%
LIBERTY WEALTH MANAGEMENT LLC	14.15K	Jun 30, 26	--	0.01%
Keeler THomas Management LLC	13.63K	Jun 30, 26	-4.50K	0.01%
Prospera Financial Services Inc	13.59K	Jun 30, 26	+659	0.01%
Alessandra Capital Management, LLC	13.50K	Jun 30, 26	--	0.01%
MONECO Advisors, LLC	12.94K	Jun 30, 26	--	0.01%
MILESTONE ASSET MANAGEMENT, LLC	12.81K	Jun 30, 26	+3.61K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	12.75K	Jun 30, 26	+4	0.01%
Alamar Capital Management, LLC	12.70K	Jun 30, 26	--	0.01%
Hills Bank & Trust Co	12.45K	Jun 30, 26	+76	0.01%
PRINCIPAL SECURITIES, INC.	12.35K	Jun 30, 26	+10	0.01%
WASHINGTON TRUST Co	12.29K	Jun 30, 26	--	0.01%
CGN Advisors LLC	12.26K	Jun 30, 26	-427	0.01%
XY Planning Network, Inc.	12.26K	Jun 30, 26	+12.26K	0.01%
BLUE SQUARE ASSET MANAGEMENT, LLC	11.59K	Jun 30, 26	--	0.01%
Vestmark Advisory Solutions, Inc.	11.52K	Jun 30, 26	+11.52K	0.01%
WORLD EQUITY GROUP, INC.	11.51K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	11.50K	Jun 30, 26	--	0.01%
DAVIS R M INC	11.50K	Jun 30, 26	+11.50K	0.01%
Atwater Malick LLC	11.48K	Jun 30, 26	+540	0.01%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	11.37K	Jun 30, 26	+1.02K	0.01%
Highland Financial Advisors, LLC	11.31K	Jun 30, 26	--	0.01%
Commonwealth Financial Services, LLC	11.19K	Jun 30, 26	+11.19K	0.01%
Decker Wealth Management LLC	11.17K	Jun 30, 26	--	0.01%
Old Mission Investment Co LLC	11.14K	Jun 30, 26	+11.14K	0.01%
Mascoma Wealth Management LLC	11.03K	Jun 30, 26	--	0.01%
Resonant Capital Advisors, LLC	11.01K	Jun 30, 26	-474	0.01%
ALTERNA WEALTH MANAGEMENT, INC	10.92K	Jun 30, 26	-5.06K	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	10.91K	Jun 30, 26	+20	0.01%
Guidance Point Advisors, LLC	10.70K	Jun 30, 26	+241	0.01%
IFG Advisory, LLC	10.54K	Jun 30, 26	+10.54K	0.01%
Trust Co	10.19K	Jun 30, 26	--	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	10.10K	Jun 30, 26	--	0.01%
Carmel Capital Partners, LLC	10.00K	Jun 30, 26	--	0.01%
Community Financial Services Group, LLC	9.93K	Jun 30, 26	+9.93K	0.01%
Miracle Mile Advisors, LLC	9.26K	Jun 30, 26	--	0.01%
Waverly Advisors, LLC	9.25K	Jun 30, 26	-1.50K	0.01%
Berger Financial Group, Inc	9.22K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.24K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	7.28K	Jun 30, 26	--	0.01%
Black Cypress Capital Management, LLC	6.50K	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL ADVISORS	6.24K	Jun 30, 26	+6.24K	0.01%
MONTAG A & ASSOCIATES INC	5.64K	Jun 30, 26	--	0.01%
Atlantic Union Bankshares Corp	5.19K	Jun 30, 26	+1.16K	0.01%
BRYN MAWR TRUST Co	5.00K	Jun 30, 26	--	0.01%
Key FInancial Inc	4.83K	Jun 30, 26	+4.83K	0.00%
Hara Capital LLC	4.21K	Jun 30, 26	-762	0.00%
CNB Bank	4.17K	Jun 30, 26	+171	0.00%
Costello Asset Management, INC	3.98K	Jun 30, 26	+37	0.00%
HARBOR INVESTMENT ADVISORY, LLC	3.56K	Jun 30, 26	--	0.00%
Spire Wealth Management	3.33K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	3.07K	Jun 30, 26	-248	0.00%
AE Wealth Management LLC	2.89K	Jun 30, 26	-105	0.00%
Aptus Capital Advisors, LLC	2.83K	Jun 30, 26	-534	0.00%
NBH Bank	2.75K	Jun 30, 26	+2.75K	0.00%
Longview Financial Advisors LLC	2.52K	Jun 30, 26	+2.52K	0.00%
US BANCORP \DE\	2.37K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	2.29K	Jun 30, 26	+1.64K	0.00%
MCF Advisors LLC	2.24K	Jun 30, 26	+938	0.00%
TD Capital Management LLC	2.15K	Jun 30, 26	+20	0.00%
Clearstead Trust, LLC	2.04K	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	1.73K	Jun 30, 26	+16	0.00%
Princeton Global Asset Management LLC	1.33K	Jun 30, 26	--	0.00%
Balentine LLC	1.12K	Jun 30, 26	--	0.00%
BankPlus Trust Department	1.06K	Jun 30, 26	--	0.00%
Anchor Bay Capital, Inc.	979	Jun 30, 26	+979	0.00%
CoreCap Advisors, LLC	973	Jun 30, 26	+10	0.00%
Robbins Farley	904	Jun 30, 26	--	0.00%
First PREMIER Bank	773	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	714	Jun 30, 26	+714	0.00%
Oakworth Capital, Inc.	699	Jun 30, 26	--	0.00%
SouthState Corp	486	Jun 30, 26	+486	0.00%
FRANKLIN RESOURCES INC	456	Jun 30, 26	--	0.00%
GILPIN WEALTH MANAGEMENT, LLC	377	Jun 30, 26	--	0.00%
Hyposwiss Advisors SA	300	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	281	Jun 30, 26	+281	0.00%
Larson Financial Group LLC	53	Jun 30, 26	--	0.00%
FMR LLC	34	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	26	Jun 30, 26	-24	0.00%
Aventura Private Wealth, LLC	5	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	2	Jun 30, 26	+1	0.00%
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-791	--
EASTERN BANK	--	Jun 30, 26	-1.15K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-26.18K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-1.74K	--
Clayton Financial Group LLC	--	Jun 30, 26	-1.04K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-14.54K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-862	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-13.06K	--
Golden State Equity Partners	--	Jun 30, 26	-1.00K	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-601	--
TOTH FINANCIAL ADVISORY CORP	--	Jun 30, 26	-2.65K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-2.26K	--
TOWER BRIDGE ADVISORS	--	Jun 30, 26	-13.38K	--
GTS SECURITIES LLC	--	Jun 30, 26	-59.94K	--
Dakota Wealth Management	--	Jun 30, 26	-9.34K	--
Private Advisor Group, LLC	--	Jun 30, 26	-15.66K	--
Root Financial Partners, LLC	--	Jun 30, 26	-568	--
CWM, LLC	562.33K	Mar 31, 26	+20.37K	0.57%
Parkside Financial Bank & Trust	200.31K	Mar 31, 26	--	0.20%
Leo Wealth, LLC	83.04K	Mar 31, 26	-13.09K	0.08%
SkyView Investment Advisors, LLC	50.00K	Mar 31, 26	--	0.05%
Horizons Wealth Management	47.32K	Mar 31, 26	+1.06K	0.05%
Mill Creek Capital Advisors, LLC	44.70K	Mar 31, 26	--	0.05%
Signature Wealth Management Group	17.51K	Mar 31, 26	--	0.02%
Cherry Tree Wealth Management, LLC	9.88K	Mar 31, 26	--	0.01%
MOSELEY INVESTMENT MANAGEMENT INC	9.74K	Mar 31, 26	--	0.01%
Bank of Jackson Hole Trust	2.75K	Mar 31, 26	--	0.00%
Austin Private Wealth, LLC	51.17K	Dec 31, 25	+283	0.05%
COMERICA BANK	11.92K	Dec 31, 25	-830	0.01%
O'Brien Wealth Partners LLC	11.27K	Dec 31, 25	+11.27K	0.01%
CIBC Private Wealth Group, LLC	700	Dec 31, 25	--	0.00%
Stephens Consulting, LLC	334	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-274	--
Obsidian Personal Planning Solutions LLC	1.18M	Sep 30, 25	+816.54K	1.19%
SYNOVUS FINANCIAL CORP	106.99K	Sep 30, 25	-9.83K	0.11%
FULLCIRCLE WEALTH LLC	34.26K	Sep 30, 25	-3.42K	0.03%
AllSquare Wealth Management LLC	32.25K	Sep 30, 25	+525	0.03%
COUNTRY CLUB BANK /GFN	18.24K	Sep 30, 25	--	0.02%
Lokken Investment Group LLC	9.34K	Sep 30, 25	--	0.01%
Lowe Wealth Advisors, LLC	1.30K	Sep 30, 25	--	0.00%
Hemington Wealth Management	1.25K	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	--	Sep 30, 25	-92	--
Orion Portfolio Solutions, LLC	42.07K	Mar 31, 25	--	0.04%
Safeguard Financial, LLC	25.20K	Mar 31, 25	-662	0.03%
Spectrum Wealth Counsel, LLC	5.14K	Mar 31, 25	--	0.01%
LAKE STREET ADVISORS GROUP, LLC	39.25K	Dec 31, 24	--	0.04%
Raymond James Financial Services Advisors, Inc.	756.66K	Sep 30, 24	+29.32K	0.77%
FinTrust Capital Advisors, LLC	473.24K	Sep 30, 24	-22.95K	0.48%
RAYMOND JAMES & ASSOCIATES	63.11K	Sep 30, 24	+11.91K	0.06%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	13.03K	Sep 30, 24	+13.03K	0.01%
NORTHWEST INVESTMENT COUNSELORS, LLC	1.39K	Sep 30, 24	+1.39K	0.00%
TMD Wealth Management, LLC	539.15K	Jun 30, 24	+31.67K	0.55%
BENJAMIN F. EDWARDS & COMPANY, INC.	17.71K	Jun 30, 24	+438	0.02%
InterOcean Capital Group, LLC	271.86K	Mar 31, 24	+32.54K	0.28%
Cetera Advisor Networks LLC	40.76K	Mar 31, 24	+14.71K	0.04%
KCS Wealth Advisory	99.69K	Sep 30, 23	-11.02K	0.10%
Steward Financial Group LLC	3.44K	Sep 30, 23	--	0.00%
BerganKDV Wealth Management, LLC	6.39K	Jun 30, 23	--	0.01%
First National Bank of South Miami	--	Jun 30, 23	-1.30K	--
Sargent Bickham Lagudis LLC	27.71K	Dec 31, 22	-786.29K	0.03%
Farmer Steven Patrick	108.50K	Jun 30, 22	+108.50K	0.11%

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Holder

Date

Change

% Held

HM PAYSON & CO

6.61M

Jun 30, 26

-145.27K

6.69%

BANK OF AMERICA CORP /DE/

4.31M

Jun 30, 26

+545.20K

4.36%

MORGAN STANLEY

3.82M

Jun 30, 26

+115.87K

3.87%

Kovitz Investment Group Partners, LLC

3.26M

Jun 30, 26

+622.41K

3.30%

GLOBALT Investments LLC / GA

2.94M

Jun 30, 26

-55.27K

2.98%

MERCER GLOBAL ADVISORS INC /ADV

2.69M

Jun 30, 26

+221.10K

2.72%

Integrated Wealth Concepts LLC

2.43M

Jun 30, 26

+1.12M

2.46%

NewEdge Advisors, LLC

2.04M

Jun 30, 26

+298.01K

2.06%

ENVESTNET ASSET MANAGEMENT INC

2.02M

Jun 30, 26

+123.09K

2.05%

WELLS FARGO & COMPANY/MN

1.99M

Jun 30, 26

-499.32K

2.02%

LPL Financial LLC

1.92M

Jun 30, 26

+110.83K

1.94%

RAYMOND JAMES FINANCIAL INC

1.77M

Jun 30, 26

-103.50K

1.79%

UBS Group AG

1.69M

Jun 30, 26

-4.72K

1.72%

Brookstone Capital Management

1.67M

Jun 30, 26

-50.12K

1.69%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.57M

Jun 30, 26

+88.16K

1.59%

SRS Capital Advisors, Inc.

1.56M

Jun 30, 26

+1.56M

1.58%

Stratos Wealth Advisors, LLC

1.55M

Jun 30, 26

+260.37K

1.57%

Connecticut Wealth Management, LLC

1.43M

Jun 30, 26

+193.77K

1.45%

Financial Advisory Corp

1.33M

Jun 30, 26

+126.27K

1.35%

Colony Group, LLC

1.21M

Jun 30, 26

-191.29K

1.23%

BlackRock, Inc.

1.18M

Jun 30, 26

+509.11K

1.20%

Stratos Wealth Partners, LTD.

1.08M

Jun 30, 26

+27.85K

1.09%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

980.87K

Jun 30, 26

+39.12K

0.99%

Capital Investment Advisors, LLC

891.31K

Jun 30, 26

-9.25K

0.90%

Journey Advisory Group, LLC

853.47K

Jun 30, 26

-18.64K

0.86%

Carnegie Capital Asset Management, LLC

840.79K

Jun 30, 26

+106.24K

0.85%

MKT Advisors LLC

840.46K

Jun 30, 26

+36.33K

0.85%

FULTON BANK, N.A.

839.82K

Jun 30, 26

+207.45K

0.85%

OneAscent Financial Services LLC

828.60K

Jun 30, 26

+15.59K

0.84%

Vista Private Wealth Partners. LLC

820.93K

Jun 30, 26

+48.23K

0.83%

Asset Advisors Investment Management, LLC

749.60K

Jun 30, 26

+3.88K

0.76%

TITLEIST ASSET MANAGEMENT, LLC

732.06K

Jun 30, 26

+45.72K

0.74%

Merit Financial Group, LLC

712.38K

Jun 30, 26

-475.26K

0.72%

BIP Wealth, LLC

666.09K

Jun 30, 26

+257.79K

0.67%

ADVISOR GROUP HOLDINGS, INC.

639.97K

Jun 30, 26

+24.98K

0.65%

Krilogy Financial LLC

627.25K

Jun 30, 26

+40.23K

0.63%

ROYAL BANK OF CANADA

608.43K

Jun 30, 26

+12.64K

0.62%

MV CAPITAL MANAGEMENT, INC.

603.08K

Jun 30, 26

-2.23K

0.61%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

586.42K

Jun 30, 26

+49.74K

0.59%

Wealth Management Strategies, Inc.

564.72K

Jun 30, 26

+27.50K

0.57%

THRIVENT FINANCIAL FOR LUTHERANS

559.20K

Jun 30, 26

+367.01K

0.57%

Sanctuary Advisors, LLC

500.58K

Jun 30, 26

+71.54K

0.51%

SHELTON WEALTH MANAGEMENT, LLC

486.88K

Jun 30, 26

+30.49K

0.49%

McGuire Investment Group, LLC

451.07K

Jun 30, 26

+440.65K

0.46%

Apella Capital, LLC

440.84K

Jun 30, 26

+30.12K

0.45%

Baird Financial Group, Inc.

423.30K

Jun 30, 26

+31.79K

0.43%

CHATHAM CAPITAL GROUP, INC.

410.44K

Jun 30, 26

-8.35K

0.42%

COMMONWEALTH EQUITY SERVICES, LLC

401.41K

Jun 30, 26

+27.33K

0.41%

Delta Wealth Advisors LLC

376.17K

Jun 30, 26

+3.25K

0.38%

Hilltop Holdings Inc.

375.38K

Jun 30, 26

+25.44K

0.38%

EIGHT 31 FINANCIAL LLC

363.75K

Jun 30, 26

+8.09K

0.37%

Northstar Group, Inc.

347.59K

Jun 30, 26

+24.11K

0.35%

Financial Engines Advisors L.L.C.

335.89K

Jun 30, 26

-6.35K

0.34%

Global Retirement Partners, LLC

333.21K

Jun 30, 26

+333.21K

0.34%

Janney Montgomery Scott LLC

329.16K

Jun 30, 26

+5.35K

0.33%

AMERIPRISE FINANCIAL INC

325.76K

Jun 30, 26

+35.15K

0.33%

Flavin Financial Services, Inc.

322.57K

Jun 30, 26

+935

0.33%

Midwest Professional Planners, LTD.

313.05K

Jun 30, 26

+48.36K

0.32%

REBALANCE, LLC

299.66K

Jun 30, 26

+29.01K

0.30%

FAGAN ASSOCIATES, INC.

299.08K

Jun 30, 26

-1.48K

0.30%

STIFEL FINANCIAL CORP

284.75K

Jun 30, 26

+9.85K

0.29%

BOSTON FAMILY OFFICE LLC

281.96K

Jun 30, 26

+9.23K

0.29%

LEAVELL INVESTMENT MANAGEMENT, INC.

259.83K

Jun 30, 26

+22.26K

0.26%

Asset Dedication, LLC

259.76K

Jun 30, 26

+17.90K

0.26%

TRUIST FINANCIAL CORP

241.75K

Jun 30, 26

+16.99K

0.24%

Stockman Wealth Management, Inc.

234.47K

Jun 30, 26

+6.31K

0.24%

Belpointe Asset Management LLC

227.31K

Jun 30, 26

-539

0.23%

D.A. DAVIDSON & CO.

224.44K

Jun 30, 26

+40.96K

0.23%

TRUE Private Wealth Advisors

222.05K

Jun 30, 26

-1.46M

0.22%

CAPTRUST FINANCIAL ADVISORS

202.09K

Jun 30, 26

+5.99K

0.20%

Atlantic Private Wealth, LLC

197.70K

Jun 30, 26

-11.71K

0.20%

Accretive Wealth Partners, LLC

195.31K

Jun 30, 26

+34.61K

0.20%

Cetera Investment Advisers

187.97K

Jun 30, 26

-1.24K

0.19%

CENTRAL TRUST Co

179.26K

Jun 30, 26

-10.45K

0.18%

Valmark Advisers, Inc.

176.94K

Jun 30, 26

+49.93K

0.18%

Portland Global Advisors LLC

173.46K

Jun 30, 26

+12.79K

0.18%

Legacy Private Trust Co.

170.93K

Jun 30, 26

-28.59K

0.17%

HighTower Advisors, LLC

166.07K

Jun 30, 26

+30.30K

0.17%

SIGNATUREFD, LLC

158.61K

Jun 30, 26

-10.31K

0.16%

Lantz Financial LLC

153.53K

Jun 30, 26

+20.87K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

152.63K

Jun 30, 26

-6.90K

0.15%

Ashton Thomas Private Wealth, LLC

149.19K

Jun 30, 26

+2.00K

0.15%

Old Port Advisors

147.27K

Jun 30, 26

-71.83K

0.15%

Allworth Financial LP

147.25K

Jun 30, 26

+11.27K

0.15%

HOWLAND CAPITAL MANAGEMENT LLC

141.96K

Jun 30, 26

+25.00K

0.14%

PARK AVENUE SECURITIES LLC

141.40K

Jun 30, 26

-3.56K

0.14%

Cornerstone Planning, LLC

140.84K

Jun 30, 26

+2.64K

0.14%

Gradient Investments LLC

139.41K

Jun 30, 26

-7.20K

0.14%

MAI Capital Management

135.04K

Jun 30, 26

-2.29K

0.14%

Hobbs Group Advisors, LLC

134.16K

Jun 30, 26

+134.16K

0.14%

Wealthspire Advisors, LLC

133.74K

Jun 30, 26

+4.28K

0.14%

Parallel Advisors, LLC

133.05K

Jun 30, 26

+9.71K

0.13%

SCS Capital Management LLC

129.20K

Jun 30, 26

-1.34K

0.13%

SEI INVESTMENTS CO

121.38K

Jun 30, 26

0.12%

Atria Investments, Inc

119.91K

Jun 30, 26

+5.20K

0.12%

Centennial Advisors, LLC

118.02K

Jun 30, 26

+8.77K

0.12%

Pinnacle Financial Partners, Inc.

112.94K

Jun 30, 26

+5.64K

0.11%

Mechanics Bank Trust Department

103.00K

Jun 30, 26

-3.00K

0.10%

Hughes Financial Services, LLC

102.92K

Jun 30, 26

+2.68K

0.10%

Kerntke Otto McGlone Wealth Management Group

102.70K

Jun 30, 26

+16.95K

0.10%

TFR Capital, LLC.

102.40K

Jun 30, 26

-1.11K

0.10%

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

100.52K

Jun 30, 26

+100.52K

0.10%

JIM SAULNIER & ASSOCIATES, LLC

98.66K

Jun 30, 26

+699

0.10%

GOULD ASSET MANAGEMENT LLC /CA/

96.56K

Jun 30, 26

+1.76K

0.10%

Creative Planning

94.28K

Jun 30, 26

+24.16K

0.10%

THOROUGHBRED FINANCIAL SERVICES, LLC

93.36K

Jun 30, 26

-2.07K

0.09%

Penobscot Investment Management Company, Inc.

92.00K

Jun 30, 26

0.09%

Montecito Bank & Trust

90.94K

Jun 30, 26

+22.81K

0.09%

Cambridge Investment Research Advisors, Inc.

90.43K

Jun 30, 26

-35.51K

0.09%

IFP Advisors, Inc

88.88K

Jun 30, 26

-521

0.09%

ASSOCIATED BANC-CORP

86.82K

Jun 30, 26

+1.89K

0.09%

Probity Advisors, Inc.

85.60K

Jun 30, 26

-65.97K

0.09%

EVEXIA WEALTH LLC

83.51K

Jun 30, 26

+46.95K

0.08%

Modera Wealth Management, LLC

76.91K

Jun 30, 26

0.08%

Steelhead Wealth Management LLC

76.20K

Jun 30, 26

-15.41K

0.08%

Scissortail Wealth Management, LLC

75.46K

Jun 30, 26

+2.02K

0.08%

Foundry Financial Group, Inc.

75.43K

Jun 30, 26

+939

0.08%

KFG WEALTH MANAGEMENT, LLC

73.36K

Jun 30, 26

+2.52K

0.07%

MGO ONE SEVEN LLC

70.90K

Jun 30, 26

+2.24K

0.07%

Klaas Financial Asset Advisors, LLC

68.47K

Jun 30, 26

+1.24K

0.07%

Reliant Wealth Planning

67.39K

Jun 30, 26

+691

0.07%

Equitable Holdings, Inc.

66.03K

Jun 30, 26

+3.09K

0.07%

Cannon Financial Strategists, Inc.

64.97K

Jun 30, 26

+384

0.07%

Compass Ion Advisors, LLC

64.36K

Jun 30, 26

0.07%

MML INVESTORS SERVICES, LLC

63.57K

Jun 30, 26

+12.46K

0.06%

Heartland Bank & Trust Co

63.53K

Jun 30, 26

0.06%

Avantax Planning Partners, Inc.

59.88K

Jun 30, 26

-6

0.06%

Great Diamond Partners, LLC

58.29K

Jun 30, 26

+16.33K

0.06%

Cerity Partners LLC

57.30K

Jun 30, 26

-16.44K

0.06%

Kestra Advisory Services, LLC

56.66K

Jun 30, 26

+327

0.06%

CreativeOne Wealth, LLC

55.20K

Jun 30, 26

-48.45K

0.06%

SUMMITPOINT CAPITAL MANAGEMENT

54.72K

Jun 30, 26

-22.48K

0.06%

Lido Advisors, LLC

53.79K

Jun 30, 26

+2.10K

0.05%

NewSquare Capital LLC

52.08K

Jun 30, 26

+52.08K

0.05%

Eldridge Investment Advisors, Inc.

51.32K

Jun 30, 26

-146.96K

0.05%

Fourth Dimension Wealth, LLC

50.83K

Jun 30, 26

+3.35K

0.05%

RIVERCHASE WEALTH MANAGEMENT, LLC

48.67K

Jun 30, 26

+1.68K

0.05%

DAVENPORT & Co LLC

48.23K

Jun 30, 26

+35.27K

0.05%

BARRETT & COMPANY, INC.

46.37K

Jun 30, 26

+137

0.05%

Summit Wealth Partners, LLC

45.91K

Jun 30, 26

-12

0.05%

Pathstone Holdings, LLC

45.76K

Jun 30, 26

+45.76K

0.05%

Straight Path Wealth Management

44.06K

Jun 30, 26

+708

0.04%

MOULTON WEALTH MANAGEMENT, INC

43.46K

Jun 30, 26

-51.62K

0.04%

Rossmore Private Capital

43.42K

Jun 30, 26

+2.23K

0.04%

Beacon Pointe Advisors, LLC

43.38K

Jun 30, 26

+13.88K

0.04%

4J Wealth Management LLC

42.48K

Jun 30, 26

+6.33K

0.04%

Mariner, LLC

42.20K

Jun 30, 26

-9.90K

0.04%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

40.21K

Jun 30, 26

+6.09K

0.04%

TRANSCEND CAPITAL ADVISORS, LLC

40.05K

Jun 30, 26

0.04%

DUDLEY CAPITAL MANAGEMENT, LLC

39.33K

Jun 30, 26

0.04%

KING LUTHER CAPITAL MANAGEMENT CORP

39.26K

Jun 30, 26

0.04%

Apollon Wealth Management, LLC

39.16K

Jun 30, 26

+178

0.04%

PHILLIPS FINANCIAL MANAGEMENT, LLC

38.68K

Jun 30, 26

+44

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

37.77K

Jun 30, 26

+461

0.04%

Ellis Investment Partners, LLC

37.69K

Jun 30, 26

+37.69K

0.04%

Farther Finance Advisors, LLC

36.56K

Jun 30, 26

+16.48K

0.04%

DUNCKER STREETT & CO INC

36.45K

Jun 30, 26

+340

0.04%

MISSION WEALTH MANAGEMENT, LP

36.33K

Jun 30, 26

+13.75K

0.04%

Simplicity Wealth,LLC

36.17K

Jun 30, 26

+10.72K

0.04%

Chris Bulman Inc

34.88K

Jun 30, 26

-3.18K

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

32.28K

Jun 30, 26

-2.35K

0.03%

BENJAMIN EDWARDS INC

31.89K

Jun 30, 26

+906

0.03%

Element Wealth, LLC

31.62K

Jun 30, 26

+58

0.03%

L2 Asset Management, LLC

31.52K

Jun 30, 26

-284.88K

0.03%

Wick Capital Partners, LLC

31.49K

Jun 30, 26

-892

0.03%

CIBC WORLD MARKET INC.

31.21K

Jun 30, 26

-156

0.03%

Mesirow Financial Investment Management, Inc.

31.09K

Jun 30, 26

-2.26K

0.03%

Prosperity Planning, Inc.

30.93K

Jun 30, 26

+6.71K

0.03%

NATIONAL BANK OF CANADA /FI/

30.76K

Jun 30, 26

+6.82K

0.03%

Physician Wealth Advisors, Inc.

29.86K

Jun 30, 26

+22.96K

0.03%

JOHNSON INVESTMENT COUNSEL INC

29.04K

Jun 30, 26

0.03%

Savvy Advisors, Inc.

28.98K

Jun 30, 26

-1.75K

0.03%

Koss-Olinger Consulting, LLC

28.80K

Jun 30, 26

+178

0.03%

Steward Partners Investment Advisory, LLC

28.50K

Jun 30, 26

-218.69K

0.03%

MONEY CONCEPTS CAPITAL CORP

28.21K

Jun 30, 26

+4.73K

0.03%

HARBOUR INVESTMENTS, INC.

28.12K

Jun 30, 26

+262

0.03%

Pure Financial Advisors, LLC

27.98K

Jun 30, 26

+1.35K

0.03%

Granite Harbor Advisors, Inc.

27.92K

Jun 30, 26

-12.93K

0.03%

Pinnacle Bancorp, Inc.

27.86K

Jun 30, 26

0.03%

Snowden Capital Advisors LLC

27.80K

Jun 30, 26

-4.40K

0.03%

Independent Advisor Alliance

27.78K

Jun 30, 26

-214.45K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

27.34K

Jun 30, 26

-3.49K

0.03%

Blake Schutter Theil Wealth Advisors, LLC

27.04K

Jun 30, 26

0.03%

Conrad Siegel Investment Advisors, Inc.

27.02K

Jun 30, 26

+135

0.03%

Basepoint Wealth LLC

26.99K

Jun 30, 26

+9.14K

0.03%

TABLEAUX LLC

26.67K

Jun 30, 26

-3.27K

0.03%

LBMC INVESTMENT ADVISORS, LLC

26.40K

Jun 30, 26

0.03%

Essential Planning, LLC.

25.89K

Jun 30, 26

+129

0.03%

Madden Advisory Services, Inc.

25.65K

Jun 30, 26

+991

0.03%

Spectrum Asset Management, Inc. (NB/CA)

25.61K

Jun 30, 26

-2.38K

0.03%

PSI Advisors, LLC

25.59K

Jun 30, 26

-9.00K

0.03%

Modern Wealth Management, LLC

25.57K

Jun 30, 26

-55.34K

0.03%

Focused Wealth Management, Inc

24.99K

Jun 30, 26

+1.67K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

24.25K

Jun 30, 26

0.02%

Cambridge Financial Group, LLC

23.71K

Jun 30, 26

0.02%

Stonebridge Financial Group, LLC

23.46K

Jun 30, 26

+190

0.02%

Chesley Taft & Associates LLC

23.00K

Jun 30, 26

0.02%

Pensionmark Financial Group, LLC

22.99K

Jun 30, 26

+31

0.02%

National Philanthropic Trust

22.26K

Jun 30, 26

0.02%

Raab & Moskowitz Asset Management LLC

22.24K

Jun 30, 26

-1.90K

0.02%

Advisory Services Network, LLC

22.20K

Jun 30, 26

+4.16K

0.02%

BEACON FINANCIAL PLANNING, INC

22.11K

Jun 30, 26

+127

0.02%

Avidian Wealth Solutions, LLC

22.10K

Jun 30, 26

+1.56K

0.02%

AQR CAPITAL MANAGEMENT LLC

22.06K

Jun 30, 26

0.02%

Gilbert & Cook, Inc.

22.02K

Jun 30, 26

0.02%

Daybright Advisory Services, Inc.

21.08K

Jun 30, 26

+260

0.02%

Jacobi Capital Management LLC

20.09K

Jun 30, 26

+128

0.02%

Black Maple Capital Management LP

20.00K

Jun 30, 26

0.02%

Walleye Partners, LLC

19.79K

Jun 30, 26

+185

0.02%

Churchill Financial Advisors, LLC

19.69K

Jun 30, 26

+134

0.02%

Foundations Investment Advisors, LLC

19.57K

Jun 30, 26

+531

0.02%

Visionary Wealth Advisors

19.14K

Jun 30, 26

+3.88K

0.02%

FIRST NATIONAL BANK OF OMAHA

18.68K

Jun 30, 26

0.02%

Prime Capital Investment Advisors, LLC

17.61K

Jun 30, 26

+1.24K

0.02%

CFS Investment Advisory Services, LLC

17.13K

Jun 30, 26

-108

0.02%

NOTTINGHAM ADVISORS, INC.

17.00K

Jun 30, 26

0.02%

Resources Investment Advisors, LLC.

16.50K

Jun 30, 26

-1.01K

0.02%

Black Swift Group, LLC

16.48K

Jun 30, 26

+100

0.02%

Kestra Investment Management, LLC

16.43K

Jun 30, 26

+718

0.02%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

16.40K

Jun 30, 26

0.02%

High Note Wealth, LLC

16.21K

Jun 30, 26

0.02%

Autumn Glory Partners, LLC

16.20K

Jun 30, 26

+2.73K

0.02%

DecisionMap Wealth Management, LLC

16.11K

Jun 30, 26

+4.31K

0.02%

SageView Advisory Group, LLC

15.87K

Jun 30, 26

+5.23K

0.02%

Opus Capital Group, LLC

15.78K

Jun 30, 26

0.02%

Swan Global Investments, LLC

15.77K

Jun 30, 26

+15.77K

0.02%

Crews Bank & Trust

15.34K

Jun 30, 26

0.02%

Trust Point Inc.

15.28K

Jun 30, 26

+15.28K

0.02%

Trinity Wealth Management, LLC

15.15K

Jun 30, 26

0.02%

Yoder Wealth Management, Inc.

14.60K

Jun 30, 26

0.01%

OLD POINT TRUST & FINANCIAL SERVICES N A

14.57K

Jun 30, 26

+1.00K

0.01%

KPP Advisory Services LLC

14.24K

Jun 30, 26

-335

0.01%

LIBERTY WEALTH MANAGEMENT LLC

14.15K

Jun 30, 26

0.01%

Keeler THomas Management LLC

13.63K

Jun 30, 26

-4.50K

0.01%

Prospera Financial Services Inc

13.59K

Jun 30, 26

+659

0.01%

Alessandra Capital Management, LLC

13.50K

Jun 30, 26

0.01%

MONECO Advisors, LLC

12.94K

Jun 30, 26

0.01%

MILESTONE ASSET MANAGEMENT, LLC

12.81K

Jun 30, 26

+3.61K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

12.75K

Jun 30, 26

0.01%

Alamar Capital Management, LLC

12.70K

Jun 30, 26

0.01%

Hills Bank & Trust Co

12.45K

Jun 30, 26

+76

0.01%

PRINCIPAL SECURITIES, INC.

12.35K

Jun 30, 26

+10

0.01%

WASHINGTON TRUST Co

12.29K

Jun 30, 26

0.01%

CGN Advisors LLC

12.26K

Jun 30, 26

-427

0.01%

XY Planning Network, Inc.

12.26K

Jun 30, 26

+12.26K

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

11.59K

Jun 30, 26

0.01%

Vestmark Advisory Solutions, Inc.

11.52K

Jun 30, 26

+11.52K

0.01%

WORLD EQUITY GROUP, INC.

11.51K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

11.50K

Jun 30, 26

0.01%

DAVIS R M INC

11.50K

Jun 30, 26

+11.50K

0.01%

Atwater Malick LLC

11.48K

Jun 30, 26

+540

0.01%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

11.37K

Jun 30, 26

+1.02K

0.01%

Highland Financial Advisors, LLC

11.31K

Jun 30, 26

0.01%

Commonwealth Financial Services, LLC

11.19K

Jun 30, 26

+11.19K

0.01%

Decker Wealth Management LLC

11.17K

Jun 30, 26

0.01%

Old Mission Investment Co LLC

11.14K

Jun 30, 26

+11.14K

0.01%

Mascoma Wealth Management LLC

11.03K

Jun 30, 26

0.01%

Resonant Capital Advisors, LLC

11.01K

Jun 30, 26

-474

0.01%

ALTERNA WEALTH MANAGEMENT, INC

10.92K

Jun 30, 26

-5.06K

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

10.91K

Jun 30, 26

+20

0.01%

Guidance Point Advisors, LLC

10.70K

Jun 30, 26

+241

0.01%

IFG Advisory, LLC

10.54K

Jun 30, 26

+10.54K

0.01%

Trust Co

10.19K

Jun 30, 26

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

10.10K

Jun 30, 26

0.01%

Carmel Capital Partners, LLC

10.00K

Jun 30, 26

0.01%

Community Financial Services Group, LLC

9.93K

Jun 30, 26

+9.93K

0.01%

Miracle Mile Advisors, LLC

9.26K

Jun 30, 26

0.01%

Waverly Advisors, LLC

9.25K

Jun 30, 26

-1.50K

0.01%

Berger Financial Group, Inc

9.22K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.24K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

7.28K

Jun 30, 26

0.01%

Black Cypress Capital Management, LLC

6.50K

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL ADVISORS

6.24K

Jun 30, 26

+6.24K

0.01%

MONTAG A & ASSOCIATES INC

5.64K

Jun 30, 26

0.01%

Atlantic Union Bankshares Corp

5.19K

Jun 30, 26

+1.16K

0.01%

BRYN MAWR TRUST Co

5.00K

Jun 30, 26

0.01%

Key FInancial Inc

4.83K

Jun 30, 26

+4.83K

0.00%

Hara Capital LLC

4.21K

Jun 30, 26

-762

0.00%

CNB Bank

4.17K

Jun 30, 26

+171

0.00%

Costello Asset Management, INC

3.98K

Jun 30, 26

+37

0.00%

HARBOR INVESTMENT ADVISORY, LLC

3.56K

Jun 30, 26

0.00%

Spire Wealth Management

3.33K

Jun 30, 26

0.00%

Bogart Wealth, LLC

3.07K

Jun 30, 26

-248

0.00%

AE Wealth Management LLC

2.89K

Jun 30, 26

-105

0.00%

Aptus Capital Advisors, LLC

2.83K

Jun 30, 26

-534

0.00%

NBH Bank

2.75K

Jun 30, 26

+2.75K

0.00%

Longview Financial Advisors LLC

2.52K

Jun 30, 26

+2.52K

0.00%

US BANCORP \DE\

2.37K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

2.29K

Jun 30, 26

+1.64K

0.00%

MCF Advisors LLC

2.24K

Jun 30, 26

+938

0.00%

TD Capital Management LLC

2.15K

Jun 30, 26

+20

0.00%

Clearstead Trust, LLC

2.04K

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

1.73K

Jun 30, 26

+16

0.00%

Princeton Global Asset Management LLC

1.33K

Jun 30, 26

0.00%

Balentine LLC

1.12K

Jun 30, 26

0.00%

BankPlus Trust Department

1.06K

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

979

Jun 30, 26

+979

0.00%

CoreCap Advisors, LLC

973

Jun 30, 26

+10

0.00%

Robbins Farley

904

Jun 30, 26

0.00%

First PREMIER Bank

773

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

714

Jun 30, 26

+714

0.00%

Oakworth Capital, Inc.

699

Jun 30, 26

0.00%

SouthState Corp

486

Jun 30, 26

+486

0.00%

FRANKLIN RESOURCES INC

456

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

377

Jun 30, 26

0.00%

Hyposwiss Advisors SA

300

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

281

Jun 30, 26

+281

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

FMR LLC

Jun 30, 26

0.00%

NBC SECURITIES, INC.

Jun 30, 26

-24

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-791

EASTERN BANK

Jun 30, 26

-1.15K

JANE STREET GROUP, LLC

Jun 30, 26

-26.18K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-1.74K

Clayton Financial Group LLC

Jun 30, 26

-1.04K

CITADEL ADVISORS LLC

Jun 30, 26

-14.54K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-862

FLOW TRADERS U.S. LLC

Jun 30, 26

-13.06K

Golden State Equity Partners

Jun 30, 26

-1.00K

HHM Wealth Advisors, LLC

Jun 30, 26

-601

TOTH FINANCIAL ADVISORY CORP

Jun 30, 26

-2.65K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-2.26K

TOWER BRIDGE ADVISORS

Jun 30, 26

-13.38K

GTS SECURITIES LLC

Jun 30, 26

-59.94K

Dakota Wealth Management

Jun 30, 26

-9.34K

Private Advisor Group, LLC

Jun 30, 26

-15.66K

Root Financial Partners, LLC

Jun 30, 26

-568

CWM, LLC

562.33K

Mar 31, 26

+20.37K

0.57%

Parkside Financial Bank & Trust

200.31K

Mar 31, 26

0.20%

Leo Wealth, LLC

83.04K

Mar 31, 26

-13.09K

0.08%

SkyView Investment Advisors, LLC

50.00K

Mar 31, 26

0.05%

Horizons Wealth Management

47.32K

Mar 31, 26

+1.06K

0.05%

Mill Creek Capital Advisors, LLC

44.70K

Mar 31, 26

0.05%

Signature Wealth Management Group

17.51K

Mar 31, 26

0.02%

Cherry Tree Wealth Management, LLC

9.88K

Mar 31, 26

0.01%

MOSELEY INVESTMENT MANAGEMENT INC

9.74K

Mar 31, 26

0.01%

Bank of Jackson Hole Trust

2.75K

Mar 31, 26

0.00%

Austin Private Wealth, LLC

51.17K

Dec 31, 25

+283

0.05%

COMERICA BANK

11.92K

Dec 31, 25

-830

0.01%

O'Brien Wealth Partners LLC

11.27K

Dec 31, 25

+11.27K

0.01%

CIBC Private Wealth Group, LLC

700

Dec 31, 25

0.00%

Stephens Consulting, LLC

334

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-274

Obsidian Personal Planning Solutions LLC

1.18M

Sep 30, 25

+816.54K

1.19%

SYNOVUS FINANCIAL CORP

106.99K

Sep 30, 25

-9.83K

0.11%

FULLCIRCLE WEALTH LLC

34.26K

Sep 30, 25

-3.42K

0.03%

AllSquare Wealth Management LLC

32.25K

Sep 30, 25

+525

0.03%

COUNTRY CLUB BANK /GFN

18.24K

Sep 30, 25

0.02%

Lokken Investment Group LLC

9.34K

Sep 30, 25

0.01%

Lowe Wealth Advisors, LLC

1.30K

Sep 30, 25

0.00%

Hemington Wealth Management

1.25K

Sep 30, 25

0.00%

FSA Wealth Management LLC

Sep 30, 25

-92

Orion Portfolio Solutions, LLC

42.07K

Mar 31, 25

0.04%

Safeguard Financial, LLC

25.20K

Mar 31, 25

-662

0.03%

Spectrum Wealth Counsel, LLC

5.14K

Mar 31, 25

0.01%

LAKE STREET ADVISORS GROUP, LLC

39.25K

Dec 31, 24

0.04%

Raymond James Financial Services Advisors, Inc.

756.66K

Sep 30, 24

+29.32K

0.77%

FinTrust Capital Advisors, LLC

473.24K

Sep 30, 24

-22.95K

0.48%

RAYMOND JAMES & ASSOCIATES

63.11K

Sep 30, 24

+11.91K

0.06%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

13.03K

Sep 30, 24

+13.03K

0.01%

NORTHWEST INVESTMENT COUNSELORS, LLC

1.39K

Sep 30, 24

+1.39K

0.00%

TMD Wealth Management, LLC

539.15K

Jun 30, 24

+31.67K

0.55%

BENJAMIN F. EDWARDS & COMPANY, INC.

17.71K

Jun 30, 24

+438

0.02%

InterOcean Capital Group, LLC

271.86K

Mar 31, 24

+32.54K

0.28%

Cetera Advisor Networks LLC

40.76K

Mar 31, 24

+14.71K

0.04%

KCS Wealth Advisory

99.69K

Sep 30, 23

-11.02K

0.10%

Steward Financial Group LLC

3.44K

Sep 30, 23

0.00%

BerganKDV Wealth Management, LLC

6.39K

Jun 30, 23

0.01%

First National Bank of South Miami

Jun 30, 23

-1.30K

Sargent Bickham Lagudis LLC

27.71K

Dec 31, 22

-786.29K

0.03%

Farmer Steven Patrick

108.50K

Jun 30, 22

+108.50K

0.11%