iShares iBonds Dec 2027 Term(IBTH)

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iShares iBonds Dec 2027 Term(IBTH)

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$22.33—

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IBTH(IBTH)

IBTH

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 345 Institutional Holders

Holder	Shares	Date	Change	% Held
EASTERN BANK	--	Jun 30, 26	-1.15K	--
HM PAYSON & CO	6.76M	Mar 31, 26	-672.62K	6.89%
BANK OF AMERICA CORP /DE/	3.77M	Mar 31, 26	+245.07K	3.84%
MORGAN STANLEY	3.71M	Mar 31, 26	+104.69K	3.78%
GLOBALT Investments LLC / GA	3.00M	Mar 31, 26	+168.38K	3.06%
Kovitz Investment Group Partners, LLC	2.64M	Mar 31, 26	+696.72K	2.69%
WELLS FARGO & COMPANY/MN	2.49M	Mar 31, 26	-24.67K	2.54%
MERCER GLOBAL ADVISORS INC /ADV	2.47M	Mar 31, 26	+189.89K	2.52%
ENVESTNET ASSET MANAGEMENT INC	1.90M	Mar 31, 26	+1.26M	1.94%
RAYMOND JAMES FINANCIAL INC	1.87M	Mar 31, 26	+140.15K	1.91%
LPL Financial LLC	1.81M	Mar 31, 26	+64.07K	1.85%
NewEdge Advisors, LLC	1.74M	Mar 31, 26	-2.57K	1.78%
Brookstone Capital Management	1.72M	Mar 31, 26	+18.31K	1.75%
UBS Group AG	1.70M	Mar 31, 26	+416.99K	1.73%
TRUE Private Wealth Advisors	1.68M	Mar 31, 26	-271.86K	1.71%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.48M	Mar 31, 26	+246.25K	1.51%
Colony Group, LLC	1.41M	Mar 31, 26	-4.61K	1.43%
Integrated Wealth Concepts LLC	1.31M	Mar 31, 26	+162.55K	1.34%
Stratos Wealth Advisors, LLC	1.29M	Mar 31, 26	+485.16K	1.31%
Connecticut Wealth Management, LLC	1.24M	Mar 31, 26	+1.03M	1.26%
Financial Advisory Corp	1.21M	Mar 31, 26	+245.58K	1.23%
Merit Financial Group, LLC	1.19M	Mar 31, 26	+17.90K	1.21%
Stratos Wealth Partners, LTD.	1.05M	Mar 31, 26	+30.17K	1.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	941.75K	Mar 31, 26	+250.93K	0.96%
Capital Investment Advisors, LLC	900.56K	Mar 31, 26	-9.96K	0.92%
Journey Advisory Group, LLC	872.11K	Mar 31, 26	+22.27K	0.89%
OneAscent Financial Services LLC	813.00K	Mar 31, 26	+813.00K	0.83%
MKT Advisors LLC	804.13K	Mar 31, 26	+23.05K	0.82%
Vista Private Wealth Partners. LLC	772.70K	Mar 31, 26	+29.29K	0.79%
Asset Advisors Investment Management, LLC	745.72K	Mar 31, 26	+35.46K	0.76%
Carnegie Capital Asset Management, LLC	734.55K	Mar 31, 26	+125.26K	0.75%
TITLEIST ASSET MANAGEMENT, LLC	686.35K	Mar 31, 26	+260.90K	0.70%
BlackRock, Inc.	673.52K	Mar 31, 26	+390.63K	0.69%
FULTON BANK, N.A.	632.37K	Mar 31, 26	+267.31K	0.64%
ADVISOR GROUP HOLDINGS, INC.	614.99K	Mar 31, 26	+13.59K	0.63%
MV CAPITAL MANAGEMENT, INC.	605.31K	Mar 31, 26	-54.12K	0.62%
ROYAL BANK OF CANADA	595.79K	Mar 31, 26	-17.04K	0.61%
Krilogy Financial LLC	587.02K	Mar 31, 26	+30.53K	0.60%
CWM, LLC	562.33K	Mar 31, 26	+20.37K	0.57%
Wealth Management Strategies, Inc.	537.22K	Mar 31, 26	+22.20K	0.55%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	536.68K	Mar 31, 26	+83.51K	0.55%
SHELTON WEALTH MANAGEMENT, LLC	456.39K	Mar 31, 26	+69.50K	0.47%
Sanctuary Advisors, LLC	429.05K	Mar 31, 26	+47.45K	0.44%
CHATHAM CAPITAL GROUP, INC.	418.79K	Mar 31, 26	-42.89K	0.43%
Apella Capital, LLC	410.72K	Mar 31, 26	+16.11K	0.42%
BIP Wealth, LLC	408.30K	Mar 31, 26	+94.57K	0.42%
Baird Financial Group, Inc.	391.51K	Mar 31, 26	+125.24K	0.40%
COMMONWEALTH EQUITY SERVICES, LLC	374.08K	Mar 31, 26	+51.00K	0.38%
EIGHT 31 FINANCIAL LLC	355.66K	Mar 31, 26	-8.65K	0.36%
Hilltop Holdings Inc.	349.94K	Mar 31, 26	+132.00K	0.36%
Financial Engines Advisors L.L.C.	342.24K	Mar 31, 26	+2.04K	0.35%
Janney Montgomery Scott LLC	323.81K	Mar 31, 26	-19.13K	0.33%
Northstar Group, Inc.	323.48K	Mar 31, 26	+11.22K	0.33%
Flavin Financial Services, Inc.	321.63K	Mar 31, 26	+5.48K	0.33%
L2 Asset Management, LLC	316.39K	Mar 31, 26	+290.48K	0.32%
FAGAN ASSOCIATES, INC.	300.55K	Mar 31, 26	-4.42K	0.31%
AMERIPRISE FINANCIAL INC	290.61K	Mar 31, 26	+16.73K	0.30%
STIFEL FINANCIAL CORP	274.90K	Mar 31, 26	-17.05K	0.28%
BOSTON FAMILY OFFICE LLC	272.73K	Mar 31, 26	+13.53K	0.28%
REBALANCE, LLC	270.65K	Mar 31, 26	+3.51K	0.28%
Midwest Professional Planners, LTD.	264.69K	Mar 31, 26	+59.48K	0.27%
Steward Partners Investment Advisory, LLC	247.19K	Mar 31, 26	+4.05K	0.25%
Independent Advisor Alliance	242.23K	Mar 31, 26	+224.03K	0.25%
Asset Dedication, LLC	241.85K	Mar 31, 26	+43.83K	0.25%
LEAVELL INVESTMENT MANAGEMENT, INC.	237.57K	Mar 31, 26	+42.45K	0.24%
Stockman Wealth Management, Inc.	228.16K	Mar 31, 26	+18.09K	0.23%
Belpointe Asset Management LLC	227.85K	Mar 31, 26	+93.33K	0.23%
TRUIST FINANCIAL CORP	224.75K	Mar 31, 26	+42.96K	0.23%
Old Port Advisors	219.10K	Mar 31, 26	-108.81K	0.22%
Atlantic Private Wealth, LLC	209.41K	Mar 31, 26	+13.61K	0.21%
Parkside Financial Bank & Trust	200.31K	Mar 31, 26	--	0.20%
Legacy Private Trust Co.	199.51K	Mar 31, 26	-35.06K	0.20%
Eldridge Investment Advisors, Inc.	198.27K	Mar 31, 26	+85.47K	0.20%
CAPTRUST FINANCIAL ADVISORS	196.10K	Mar 31, 26	+5.19K	0.20%
THRIVENT FINANCIAL FOR LUTHERANS	192.19K	Mar 31, 26	-6.83K	0.20%
CENTRAL TRUST Co	189.71K	Mar 31, 26	-63.03K	0.19%
Cetera Investment Advisers	189.21K	Mar 31, 26	+3.46K	0.19%
D.A. DAVIDSON & CO.	183.48K	Mar 31, 26	+10.05K	0.19%
SIGNATUREFD, LLC	168.91K	Mar 31, 26	-2.15K	0.17%
Accretive Wealth Partners, LLC	160.69K	Mar 31, 26	+7.54K	0.16%
Portland Global Advisors LLC	160.67K	Mar 31, 26	+18.55K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	159.53K	Mar 31, 26	-118.22K	0.16%
Probity Advisors, Inc.	151.56K	Mar 31, 26	-89.19K	0.15%
Ashton Thomas Private Wealth, LLC	147.19K	Mar 31, 26	+2.69K	0.15%
Gradient Investments LLC	146.61K	Mar 31, 26	-21.97K	0.15%
PARK AVENUE SECURITIES LLC	144.96K	Mar 31, 26	-193.07K	0.15%
Cornerstone Planning, LLC	138.19K	Mar 31, 26	+138.19K	0.14%
MAI Capital Management	137.34K	Mar 31, 26	+19.99K	0.14%
Allworth Financial LP	135.99K	Mar 31, 26	-327	0.14%
HighTower Advisors, LLC	135.77K	Mar 31, 26	+2.62K	0.14%
Lantz Financial LLC	132.67K	Mar 31, 26	+15.87K	0.14%
SCS Capital Management LLC	130.54K	Mar 31, 26	+17.92K	0.13%
Wealthspire Advisors, LLC	129.46K	Mar 31, 26	+5.27K	0.13%
Valmark Advisers, Inc.	127.01K	Mar 31, 26	+3.16K	0.13%
Cambridge Investment Research Advisors, Inc.	125.94K	Mar 31, 26	+15.17K	0.13%
Parallel Advisors, LLC	123.34K	Mar 31, 26	-12.53K	0.13%
SEI INVESTMENTS CO	121.38K	Mar 31, 26	+121.38K	0.12%
HOWLAND CAPITAL MANAGEMENT LLC	116.96K	Mar 31, 26	-2.01K	0.12%
Atria Investments, Inc	114.71K	Mar 31, 26	+3.09K	0.12%
Mechanics Bank Trust Department	106.00K	Mar 31, 26	--	0.11%
CreativeOne Wealth, LLC	103.65K	Mar 31, 26	+50.52K	0.11%
TFR Capital, LLC.	103.52K	Mar 31, 26	-186	0.11%
Hughes Financial Services, LLC	100.24K	Mar 31, 26	-49	0.10%
JIM SAULNIER & ASSOCIATES, LLC	97.97K	Mar 31, 26	+587	0.10%
THOROUGHBRED FINANCIAL SERVICES, LLC	95.43K	Mar 31, 26	-4.15K	0.10%
MOULTON WEALTH MANAGEMENT, INC	95.08K	Mar 31, 26	+95.08K	0.10%
GOULD ASSET MANAGEMENT LLC /CA/	94.80K	Mar 31, 26	+20	0.10%
Penobscot Investment Management Company, Inc.	92.00K	Mar 31, 26	-1.80K	0.09%
IFP Advisors, Inc	89.40K	Mar 31, 26	-5.95K	0.09%
Kerntke Otto McGlone Wealth Management Group	85.75K	Mar 31, 26	+10.22K	0.09%
ASSOCIATED BANC-CORP	84.93K	Mar 31, 26	-4.88K	0.09%
Leo Wealth, LLC	83.04K	Mar 31, 26	-13.09K	0.08%
Modern Wealth Management, LLC	80.91K	Mar 31, 26	+11.14K	0.08%
Modera Wealth Management, LLC	76.91K	Mar 31, 26	-6.63K	0.08%
Foundry Financial Group, Inc.	74.49K	Mar 31, 26	-4.98K	0.08%
Cerity Partners LLC	73.74K	Mar 31, 26	+51.37K	0.08%
Scissortail Wealth Management, LLC	73.45K	Mar 31, 26	+10.66K	0.07%
KFG WEALTH MANAGEMENT, LLC	70.83K	Mar 31, 26	+10.77K	0.07%
Creative Planning	70.13K	Mar 31, 26	+18.72K	0.07%
MGO ONE SEVEN LLC	68.65K	Mar 31, 26	+10.49K	0.07%
Montecito Bank & Trust	68.13K	Mar 31, 26	-1.68K	0.07%
Klaas Financial Asset Advisors, LLC	67.23K	Mar 31, 26	+1.92K	0.07%
Reliant Wealth Planning	66.70K	Mar 31, 26	+489	0.07%
Cannon Financial Strategists, Inc.	64.58K	Mar 31, 26	+341	0.07%
Compass Ion Advisors, LLC	64.36K	Mar 31, 26	+20.92K	0.07%
Heartland Bank & Trust Co	63.53K	Mar 31, 26	--	0.06%
Equitable Holdings, Inc.	62.95K	Mar 31, 26	+3.34K	0.06%
GTS SECURITIES LLC	59.94K	Mar 31, 26	+39.91K	0.06%
Avantax Planning Partners, Inc.	59.89K	Mar 31, 26	+59.89K	0.06%
Kestra Advisory Services, LLC	56.34K	Mar 31, 26	+3.34K	0.06%
Mariner, LLC	52.10K	Mar 31, 26	-26.88K	0.05%
Lido Advisors, LLC	51.68K	Mar 31, 26	+9.70K	0.05%
MML INVESTORS SERVICES, LLC	51.10K	Mar 31, 26	-10.34K	0.05%
SkyView Investment Advisors, LLC	50.00K	Mar 31, 26	--	0.05%
Fourth Dimension Wealth, LLC	47.49K	Mar 31, 26	+2.85K	0.05%
Horizons Wealth Management	47.32K	Mar 31, 26	+1.06K	0.05%
RIVERCHASE WEALTH MANAGEMENT, LLC	46.99K	Mar 31, 26	+484	0.05%
BARRETT & COMPANY, INC.	46.23K	Mar 31, 26	+3.65K	0.05%
Summit Wealth Partners, LLC	45.92K	Mar 31, 26	-14	0.05%
Mill Creek Capital Advisors, LLC	44.70K	Mar 31, 26	--	0.05%
Straight Path Wealth Management	43.35K	Mar 31, 26	-305	0.04%
Great Diamond Partners, LLC	41.96K	Mar 31, 26	+19.60K	0.04%
Rossmore Private Capital	41.19K	Mar 31, 26	+6.00K	0.04%
Granite Harbor Advisors, Inc.	40.85K	Mar 31, 26	+611	0.04%
TRANSCEND CAPITAL ADVISORS, LLC	40.05K	Mar 31, 26	--	0.04%
DUDLEY CAPITAL MANAGEMENT, LLC	39.33K	Mar 31, 26	+39.33K	0.04%
KING LUTHER CAPITAL MANAGEMENT CORP	39.26K	Mar 31, 26	+1.61K	0.04%
Apollon Wealth Management, LLC	38.98K	Mar 31, 26	+200	0.04%
PHILLIPS FINANCIAL MANAGEMENT, LLC	38.64K	Mar 31, 26	+20.05K	0.04%
Chris Bulman Inc	38.06K	Mar 31, 26	-4.30K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	37.31K	Mar 31, 26	+2.58K	0.04%
EVEXIA WEALTH LLC	36.56K	Mar 31, 26	+5.46K	0.04%
4J Wealth Management LLC	36.15K	Mar 31, 26	-340	0.04%
DUNCKER STREETT & CO INC	36.11K	Mar 31, 26	+11.02K	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	34.63K	Mar 31, 26	-528	0.04%
PSI Advisors, LLC	34.59K	Mar 31, 26	--	0.04%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	34.12K	Mar 31, 26	+4.02K	0.03%
Mesirow Financial Investment Management, Inc.	33.34K	Mar 31, 26	+7.34K	0.03%
Wick Capital Partners, LLC	32.39K	Mar 31, 26	-2.33K	0.03%
Snowden Capital Advisors LLC	32.20K	Mar 31, 26	+684	0.03%
Element Wealth, LLC	31.56K	Mar 31, 26	+1.28K	0.03%
CIBC WORLD MARKET INC.	31.37K	Mar 31, 26	+44	0.03%
BENJAMIN EDWARDS INC	30.98K	Mar 31, 26	-774	0.03%
CARY STREET PARTNERS FINANCIAL LLC	30.83K	Mar 31, 26	-897	0.03%
Savvy Advisors, Inc.	30.73K	Mar 31, 26	+5.61K	0.03%
TABLEAUX LLC	29.95K	Mar 31, 26	-79.94K	0.03%
Beacon Pointe Advisors, LLC	29.51K	Mar 31, 26	+2.48K	0.03%
JOHNSON INVESTMENT COUNSEL INC	29.04K	Mar 31, 26	+29.04K	0.03%
Koss-Olinger Consulting, LLC	28.62K	Mar 31, 26	+57	0.03%
Spectrum Asset Management, Inc. (NB/CA)	27.99K	Mar 31, 26	-518	0.03%
Pinnacle Bancorp, Inc.	27.86K	Mar 31, 26	+668	0.03%
HARBOUR INVESTMENTS, INC.	27.86K	Mar 31, 26	+4.93K	0.03%
Blake Schutter Theil Wealth Advisors, LLC	27.04K	Mar 31, 26	--	0.03%
Conrad Siegel Investment Advisors, Inc.	26.89K	Mar 31, 26	+241	0.03%
Pure Financial Advisors, LLC	26.63K	Mar 31, 26	+1.27K	0.03%
LBMC INVESTMENT ADVISORS, LLC	26.40K	Mar 31, 26	+8.89K	0.03%
JANE STREET GROUP, LLC	26.18K	Mar 31, 26	+26.18K	0.03%
Essential Planning, LLC.	25.76K	Mar 31, 26	-384	0.03%
Simplicity Wealth,LLC	25.45K	Mar 31, 26	-20	0.03%
Madden Advisory Services, Inc.	24.66K	Mar 31, 26	+14.38K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	24.25K	Mar 31, 26	-6.35K	0.02%
Prosperity Planning, Inc.	24.22K	Mar 31, 26	+11.79K	0.02%
Raab & Moskowitz Asset Management LLC	24.14K	Mar 31, 26	+9.88K	0.02%
NATIONAL BANK OF CANADA /FI/	23.94K	Mar 31, 26	+489	0.02%
MONEY CONCEPTS CAPITAL CORP	23.48K	Mar 31, 26	+2.67K	0.02%
Focused Wealth Management, Inc	23.32K	Mar 31, 26	+752	0.02%
Stonebridge Financial Group, LLC	23.27K	Mar 31, 26	--	0.02%
Chesley Taft & Associates LLC	23.00K	Mar 31, 26	+4.00K	0.02%
Pensionmark Financial Group, LLC	22.96K	Mar 31, 26	+4.33K	0.02%
MISSION WEALTH MANAGEMENT, LP	22.58K	Mar 31, 26	+22.58K	0.02%
AQR CAPITAL MANAGEMENT LLC	22.06K	Mar 31, 26	--	0.02%
Gilbert & Cook, Inc.	22.02K	Mar 31, 26	-4.67K	0.02%
BEACON FINANCIAL PLANNING, INC	21.98K	Mar 31, 26	+21.98K	0.02%
Avidian Wealth Solutions, LLC	20.54K	Mar 31, 26	+9.97K	0.02%
Farther Finance Advisors, LLC	20.08K	Mar 31, 26	+9.83K	0.02%
Black Maple Capital Management LP	20.00K	Mar 31, 26	--	0.02%
Jacobi Capital Management LLC	19.96K	Mar 31, 26	+254	0.02%
Foundations Investment Advisors, LLC	19.04K	Mar 31, 26	+7.58K	0.02%
FIRST NATIONAL BANK OF OMAHA	18.68K	Mar 31, 26	--	0.02%
Keeler THomas Management LLC	18.14K	Mar 31, 26	-29.87K	0.02%
Advisory Services Network, LLC	18.04K	Mar 31, 26	+1.21K	0.02%
Signature Wealth Management Group	17.51K	Mar 31, 26	--	0.02%
Resources Investment Advisors, LLC.	17.51K	Mar 31, 26	--	0.02%
CFS Investment Advisory Services, LLC	17.24K	Mar 31, 26	+12	0.02%
NOTTINGHAM ADVISORS, INC.	17.00K	Mar 31, 26	+17.00K	0.02%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	16.40K	Mar 31, 26	-16.40K	0.02%
Black Swift Group, LLC	16.38K	Mar 31, 26	+230	0.02%
Prime Capital Investment Advisors, LLC	16.37K	Mar 31, 26	+585	0.02%
High Note Wealth, LLC	16.21K	Mar 31, 26	+2.89K	0.02%
ALTERNA WEALTH MANAGEMENT, INC	15.99K	Mar 31, 26	--	0.02%
Opus Capital Group, LLC	15.78K	Mar 31, 26	--	0.02%
Kestra Investment Management, LLC	15.71K	Mar 31, 26	+178	0.02%
Private Advisor Group, LLC	15.66K	Mar 31, 26	-447	0.02%
Crews Bank & Trust	15.34K	Mar 31, 26	--	0.02%
Visionary Wealth Advisors	15.26K	Mar 31, 26	-27	0.02%
Trinity Wealth Management, LLC	15.15K	Mar 31, 26	--	0.02%
Yoder Wealth Management, Inc.	14.60K	Mar 31, 26	--	0.01%
KPP Advisory Services LLC	14.57K	Mar 31, 26	+1.00K	0.01%
CITADEL ADVISORS LLC	14.54K	Mar 31, 26	-17.43K	0.01%
LIBERTY WEALTH MANAGEMENT LLC	14.15K	Mar 31, 26	+73	0.01%
OLD POINT TRUST & FINANCIAL SERVICES N A	13.57K	Mar 31, 26	-2.00K	0.01%
Autumn Glory Partners, LLC	13.47K	Mar 31, 26	+28	0.01%
TOWER BRIDGE ADVISORS	13.38K	Mar 31, 26	+13.38K	0.01%
FLOW TRADERS U.S. LLC	13.06K	Mar 31, 26	+13.06K	0.01%
DAVENPORT & Co LLC	12.96K	Mar 31, 26	+12.96K	0.01%
MONECO Advisors, LLC	12.94K	Mar 31, 26	--	0.01%
Prospera Financial Services Inc	12.93K	Mar 31, 26	+12.93K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	12.75K	Mar 31, 26	+3	0.01%
Alamar Capital Management, LLC	12.70K	Mar 31, 26	--	0.01%
CGN Advisors LLC	12.69K	Mar 31, 26	+2.19K	0.01%
Hills Bank & Trust Co	12.37K	Mar 31, 26	+180	0.01%
PRINCIPAL SECURITIES, INC.	12.34K	Mar 31, 26	+91	0.01%
WASHINGTON TRUST Co	12.29K	Mar 31, 26	--	0.01%
DecisionMap Wealth Management, LLC	11.80K	Mar 31, 26	--	0.01%
BLUE SQUARE ASSET MANAGEMENT, LLC	11.59K	Mar 31, 26	+473	0.01%
WORLD EQUITY GROUP, INC.	11.51K	Mar 31, 26	+444	0.01%
FIFTH THIRD BANCORP	11.50K	Mar 31, 26	+10.50K	0.01%
Resonant Capital Advisors, LLC	11.48K	Mar 31, 26	--	0.01%
Highland Financial Advisors, LLC	11.31K	Mar 31, 26	--	0.01%
Mascoma Wealth Management LLC	11.03K	Mar 31, 26	--	0.01%
Atwater Malick LLC	10.94K	Mar 31, 26	+10.94K	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	10.89K	Mar 31, 26	+10.89K	0.01%
Waverly Advisors, LLC	10.75K	Mar 31, 26	-513	0.01%
Guidance Point Advisors, LLC	10.46K	Mar 31, 26	+534	0.01%
McGuire Investment Group, LLC	10.42K	Mar 31, 26	+771	0.01%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	10.36K	Mar 31, 26	+100	0.01%
Trust Co	10.19K	Mar 31, 26	+29	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	10.10K	Mar 31, 26	-2.22K	0.01%
Carmel Capital Partners, LLC	10.00K	Mar 31, 26	--	0.01%
Cherry Tree Wealth Management, LLC	9.88K	Mar 31, 26	--	0.01%
MOSELEY INVESTMENT MANAGEMENT INC	9.74K	Mar 31, 26	--	0.01%
Dakota Wealth Management	9.34K	Mar 31, 26	--	0.01%
Miracle Mile Advisors, LLC	9.26K	Mar 31, 26	+9.26K	0.01%
Berger Financial Group, Inc	9.22K	Mar 31, 26	--	0.01%
MILESTONE ASSET MANAGEMENT, LLC	9.20K	Mar 31, 26	+9.20K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.24K	Mar 31, 26	-900	0.01%
Rockefeller Capital Management L.P.	7.28K	Mar 31, 26	+282	0.01%
Physician Wealth Advisors, Inc.	6.89K	Mar 31, 26	--	0.01%
Black Cypress Capital Management, LLC	6.50K	Mar 31, 26	+3.20K	0.01%
MONTAG A & ASSOCIATES INC	5.64K	Mar 31, 26	--	0.01%
BRYN MAWR TRUST Co	5.00K	Mar 31, 26	+5.00K	0.01%
Hara Capital LLC	4.98K	Mar 31, 26	-720	0.01%
Atlantic Union Bankshares Corp	4.03K	Mar 31, 26	--	0.00%
CNB Bank	4.00K	Mar 31, 26	-40	0.00%
Costello Asset Management, INC	3.94K	Mar 31, 26	-775	0.00%
HARBOR INVESTMENT ADVISORY, LLC	3.56K	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	3.36K	Mar 31, 26	+536	0.00%
Spire Wealth Management	3.33K	Mar 31, 26	+3.33K	0.00%
Bogart Wealth, LLC	3.31K	Mar 31, 26	+1	0.00%
AE Wealth Management LLC	3.00K	Mar 31, 26	+1.02K	0.00%
Bank of Jackson Hole Trust	2.75K	Mar 31, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	2.65K	Mar 31, 26	-1.06K	0.00%
US BANCORP \DE\	2.37K	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	2.26K	Mar 31, 26	+2.26K	0.00%
TD Capital Management LLC	2.13K	Mar 31, 26	+13	0.00%
Clearstead Trust, LLC	2.04K	Mar 31, 26	+721	0.00%
Kohmann Bosshard Financial Services, LLC	1.74K	Mar 31, 26	-448	0.00%
BANK OF MONTREAL /CAN/	1.71K	Mar 31, 26	+10	0.00%
Princeton Global Asset Management LLC	1.33K	Mar 31, 26	+1.33K	0.00%
MCF Advisors LLC	1.30K	Mar 31, 26	--	0.00%
Balentine LLC	1.12K	Mar 31, 26	--	0.00%
BankPlus Trust Department	1.06K	Mar 31, 26	--	0.00%
Clayton Financial Group LLC	1.04K	Mar 31, 26	+39	0.00%
Golden State Equity Partners	1.00K	Mar 31, 26	+1.00K	0.00%
CoreCap Advisors, LLC	963	Mar 31, 26	-23	0.00%
Robbins Farley	904	Mar 31, 26	-493	0.00%
Annis Gardner Whiting Capital Advisors, LLC	862	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	791	Mar 31, 26	+4	0.00%
First PREMIER Bank	773	Mar 31, 26	--	0.00%
Oakworth Capital, Inc.	699	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	653	Mar 31, 26	-1.72K	0.00%
HHM Wealth Advisors, LLC	601	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	568	Mar 31, 26	+568	0.00%
FRANKLIN RESOURCES INC	456	Mar 31, 26	--	0.00%
Larson Financial Group LLC	53	Mar 31, 26	+53	0.00%
NBC SECURITIES, INC.	50	Mar 31, 26	+50	0.00%
FMR LLC	34	Mar 31, 26	+34	0.00%
JPMORGAN CHASE & CO	1	Mar 31, 26	+1	0.00%
Laurel Wealth Advisors LLC	--	Mar 31, 26	-1.35K	--
PRIVATE MANAGEMENT GROUP INC	--	Mar 31, 26	-8.98K	--
Cooper Financial Group	--	Mar 31, 26	-10.32K	--
IFG Advisory, LLC	--	Mar 31, 26	-10.43K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-18.55K	--
Investor's Fiduciary Advisor Network, LLC	--	Mar 31, 26	-102.32K	--
RFP Financial Group LLC	--	Mar 31, 26	-11.47K	--
BCS Wealth Management	--	Mar 31, 26	-15.37K	--
VISTA INVESTMENT MANAGEMENT	--	Mar 31, 26	-12.75K	--
MBL Wealth, LLC	--	Mar 31, 26	-253.30K	--
STAR Financial Bank	--	Mar 31, 26	-15.31K	--
Global Retirement Partners, LLC	322.05K	Dec 31, 25	+67.05K	0.33%
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%
SageView Advisory Group, LLC	6.63K	Dec 31, 25	+6.63K	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	1.20%
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

EASTERN BANK

Jun 30, 26

-1.15K

HM PAYSON & CO

6.76M

Mar 31, 26

-672.62K

6.89%

BANK OF AMERICA CORP /DE/

3.77M

Mar 31, 26

+245.07K

3.84%

MORGAN STANLEY

3.71M

Mar 31, 26

+104.69K

3.78%

GLOBALT Investments LLC / GA

3.00M

Mar 31, 26

+168.38K

3.06%

Kovitz Investment Group Partners, LLC

2.64M

Mar 31, 26

+696.72K

2.69%

WELLS FARGO & COMPANY/MN

2.49M

Mar 31, 26

-24.67K

2.54%

MERCER GLOBAL ADVISORS INC /ADV

2.47M

Mar 31, 26

+189.89K

2.52%

ENVESTNET ASSET MANAGEMENT INC

1.90M

Mar 31, 26

+1.26M

1.94%

RAYMOND JAMES FINANCIAL INC

1.87M

Mar 31, 26

+140.15K

1.91%

LPL Financial LLC

1.81M

Mar 31, 26

+64.07K

1.85%

NewEdge Advisors, LLC

1.74M

Mar 31, 26

-2.57K

1.78%

Brookstone Capital Management

1.72M

Mar 31, 26

+18.31K

1.75%

UBS Group AG

1.70M

Mar 31, 26

+416.99K

1.73%

TRUE Private Wealth Advisors

1.68M

Mar 31, 26

-271.86K

1.71%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.48M

Mar 31, 26

+246.25K

1.51%

Colony Group, LLC

1.41M

Mar 31, 26

-4.61K

1.43%

Integrated Wealth Concepts LLC

1.31M

Mar 31, 26

+162.55K

1.34%

Stratos Wealth Advisors, LLC

1.29M

Mar 31, 26

+485.16K

1.31%

Connecticut Wealth Management, LLC

1.24M

Mar 31, 26

+1.03M

1.26%

Financial Advisory Corp

1.21M

Mar 31, 26

+245.58K

1.23%

Merit Financial Group, LLC

1.19M

Mar 31, 26

+17.90K

1.21%

Stratos Wealth Partners, LTD.

1.05M

Mar 31, 26

+30.17K

1.07%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

941.75K

Mar 31, 26

+250.93K

0.96%

Capital Investment Advisors, LLC

900.56K

Mar 31, 26

-9.96K

0.92%

Journey Advisory Group, LLC

872.11K

Mar 31, 26

+22.27K

0.89%

OneAscent Financial Services LLC

813.00K

Mar 31, 26

+813.00K

0.83%

MKT Advisors LLC

804.13K

Mar 31, 26

+23.05K

0.82%

Vista Private Wealth Partners. LLC

772.70K

Mar 31, 26

+29.29K

0.79%

Asset Advisors Investment Management, LLC

745.72K

Mar 31, 26

+35.46K

0.76%

Carnegie Capital Asset Management, LLC

734.55K

Mar 31, 26

+125.26K

0.75%

TITLEIST ASSET MANAGEMENT, LLC

686.35K

Mar 31, 26

+260.90K

0.70%

BlackRock, Inc.

673.52K

Mar 31, 26

+390.63K

0.69%

FULTON BANK, N.A.

632.37K

Mar 31, 26

+267.31K

0.64%

ADVISOR GROUP HOLDINGS, INC.

614.99K

Mar 31, 26

+13.59K

0.63%

MV CAPITAL MANAGEMENT, INC.

605.31K

Mar 31, 26

-54.12K

0.62%

ROYAL BANK OF CANADA

595.79K

Mar 31, 26

-17.04K

0.61%

Krilogy Financial LLC

587.02K

Mar 31, 26

+30.53K

0.60%

CWM, LLC

562.33K

Mar 31, 26

+20.37K

0.57%

Wealth Management Strategies, Inc.

537.22K

Mar 31, 26

+22.20K

0.55%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

536.68K

Mar 31, 26

+83.51K

0.55%

SHELTON WEALTH MANAGEMENT, LLC

456.39K

Mar 31, 26

+69.50K

0.47%

Sanctuary Advisors, LLC

429.05K

Mar 31, 26

+47.45K

0.44%

CHATHAM CAPITAL GROUP, INC.

418.79K

Mar 31, 26

-42.89K

0.43%

Apella Capital, LLC

410.72K

Mar 31, 26

+16.11K

0.42%

BIP Wealth, LLC

408.30K

Mar 31, 26

+94.57K

0.42%

Baird Financial Group, Inc.

391.51K

Mar 31, 26

+125.24K

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

374.08K

Mar 31, 26

+51.00K

0.38%

EIGHT 31 FINANCIAL LLC

355.66K

Mar 31, 26

-8.65K

0.36%

Hilltop Holdings Inc.

349.94K

Mar 31, 26

+132.00K

0.36%

Financial Engines Advisors L.L.C.

342.24K

Mar 31, 26

+2.04K

0.35%

Janney Montgomery Scott LLC

323.81K

Mar 31, 26

-19.13K

0.33%

Northstar Group, Inc.

323.48K

Mar 31, 26

+11.22K

0.33%

Flavin Financial Services, Inc.

321.63K

Mar 31, 26

+5.48K

0.33%

L2 Asset Management, LLC

316.39K

Mar 31, 26

+290.48K

0.32%

FAGAN ASSOCIATES, INC.

300.55K

Mar 31, 26

-4.42K

0.31%

AMERIPRISE FINANCIAL INC

290.61K

Mar 31, 26

+16.73K

0.30%

STIFEL FINANCIAL CORP

274.90K

Mar 31, 26

-17.05K

0.28%

BOSTON FAMILY OFFICE LLC

272.73K

Mar 31, 26

+13.53K

0.28%

REBALANCE, LLC

270.65K

Mar 31, 26

+3.51K

0.28%

Midwest Professional Planners, LTD.

264.69K

Mar 31, 26

+59.48K

0.27%

Steward Partners Investment Advisory, LLC

247.19K

Mar 31, 26

+4.05K

0.25%

Independent Advisor Alliance

242.23K

Mar 31, 26

+224.03K

0.25%

Asset Dedication, LLC

241.85K

Mar 31, 26

+43.83K

0.25%

LEAVELL INVESTMENT MANAGEMENT, INC.

237.57K

Mar 31, 26

+42.45K

0.24%

Stockman Wealth Management, Inc.

228.16K

Mar 31, 26

+18.09K

0.23%

Belpointe Asset Management LLC

227.85K

Mar 31, 26

+93.33K

0.23%

TRUIST FINANCIAL CORP

224.75K

Mar 31, 26

+42.96K

0.23%

Old Port Advisors

219.10K

Mar 31, 26

-108.81K

0.22%

Atlantic Private Wealth, LLC

209.41K

Mar 31, 26

+13.61K

0.21%

Parkside Financial Bank & Trust

200.31K

Mar 31, 26

0.20%

Legacy Private Trust Co.

199.51K

Mar 31, 26

-35.06K

0.20%

Eldridge Investment Advisors, Inc.

198.27K

Mar 31, 26

+85.47K

0.20%

CAPTRUST FINANCIAL ADVISORS

196.10K

Mar 31, 26

+5.19K

0.20%

THRIVENT FINANCIAL FOR LUTHERANS

192.19K

Mar 31, 26

-6.83K

0.20%

CENTRAL TRUST Co

189.71K

Mar 31, 26

-63.03K

0.19%

Cetera Investment Advisers

189.21K

Mar 31, 26

+3.46K

0.19%

D.A. DAVIDSON & CO.

183.48K

Mar 31, 26

+10.05K

0.19%

SIGNATUREFD, LLC

168.91K

Mar 31, 26

-2.15K

0.17%

Accretive Wealth Partners, LLC

160.69K

Mar 31, 26

+7.54K

0.16%

Portland Global Advisors LLC

160.67K

Mar 31, 26

+18.55K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

159.53K

Mar 31, 26

-118.22K

0.16%

Probity Advisors, Inc.

151.56K

Mar 31, 26

-89.19K

0.15%

Ashton Thomas Private Wealth, LLC

147.19K

Mar 31, 26

+2.69K

0.15%

Gradient Investments LLC

146.61K

Mar 31, 26

-21.97K

0.15%

PARK AVENUE SECURITIES LLC

144.96K

Mar 31, 26

-193.07K

0.15%

Cornerstone Planning, LLC

138.19K

Mar 31, 26

+138.19K

0.14%

MAI Capital Management

137.34K

Mar 31, 26

+19.99K

0.14%

Allworth Financial LP

135.99K

Mar 31, 26

-327

0.14%

HighTower Advisors, LLC

135.77K

Mar 31, 26

+2.62K

0.14%

Lantz Financial LLC

132.67K

Mar 31, 26

+15.87K

0.14%

SCS Capital Management LLC

130.54K

Mar 31, 26

+17.92K

0.13%

Wealthspire Advisors, LLC

129.46K

Mar 31, 26

+5.27K

0.13%

Valmark Advisers, Inc.

127.01K

Mar 31, 26

+3.16K

0.13%

Cambridge Investment Research Advisors, Inc.

125.94K

Mar 31, 26

+15.17K

0.13%

Parallel Advisors, LLC

123.34K

Mar 31, 26

-12.53K

0.13%

SEI INVESTMENTS CO

121.38K

Mar 31, 26

+121.38K

0.12%

HOWLAND CAPITAL MANAGEMENT LLC

116.96K

Mar 31, 26

-2.01K

0.12%

Atria Investments, Inc

114.71K

Mar 31, 26

+3.09K

0.12%

Mechanics Bank Trust Department

106.00K

Mar 31, 26

0.11%

CreativeOne Wealth, LLC

103.65K

Mar 31, 26

+50.52K

0.11%

TFR Capital, LLC.

103.52K

Mar 31, 26

-186

0.11%

Hughes Financial Services, LLC

100.24K

Mar 31, 26

-49

0.10%

JIM SAULNIER & ASSOCIATES, LLC

97.97K

Mar 31, 26

+587

0.10%

THOROUGHBRED FINANCIAL SERVICES, LLC

95.43K

Mar 31, 26

-4.15K

0.10%

MOULTON WEALTH MANAGEMENT, INC

95.08K

Mar 31, 26

+95.08K

0.10%

GOULD ASSET MANAGEMENT LLC /CA/

94.80K

Mar 31, 26

+20

0.10%

Penobscot Investment Management Company, Inc.

92.00K

Mar 31, 26

-1.80K

0.09%

IFP Advisors, Inc

89.40K

Mar 31, 26

-5.95K

0.09%

Kerntke Otto McGlone Wealth Management Group

85.75K

Mar 31, 26

+10.22K

0.09%

ASSOCIATED BANC-CORP

84.93K

Mar 31, 26

-4.88K

0.09%

Leo Wealth, LLC

83.04K

Mar 31, 26

-13.09K

0.08%

Modern Wealth Management, LLC

80.91K

Mar 31, 26

+11.14K

0.08%

Modera Wealth Management, LLC

76.91K

Mar 31, 26

-6.63K

0.08%

Foundry Financial Group, Inc.

74.49K

Mar 31, 26

-4.98K

0.08%

Cerity Partners LLC

73.74K

Mar 31, 26

+51.37K

0.08%

Scissortail Wealth Management, LLC

73.45K

Mar 31, 26

+10.66K

0.07%

KFG WEALTH MANAGEMENT, LLC

70.83K

Mar 31, 26

+10.77K

0.07%

Creative Planning

70.13K

Mar 31, 26

+18.72K

0.07%

MGO ONE SEVEN LLC

68.65K

Mar 31, 26

+10.49K

0.07%

Montecito Bank & Trust

68.13K

Mar 31, 26

-1.68K

0.07%

Klaas Financial Asset Advisors, LLC

67.23K

Mar 31, 26

+1.92K

0.07%

Reliant Wealth Planning

66.70K

Mar 31, 26

+489

0.07%

Cannon Financial Strategists, Inc.

64.58K

Mar 31, 26

+341

0.07%

Compass Ion Advisors, LLC

64.36K

Mar 31, 26

+20.92K

0.07%

Heartland Bank & Trust Co

63.53K

Mar 31, 26

0.06%

Equitable Holdings, Inc.

62.95K

Mar 31, 26

+3.34K

0.06%

GTS SECURITIES LLC

59.94K

Mar 31, 26

+39.91K

0.06%

Avantax Planning Partners, Inc.

59.89K

Mar 31, 26

+59.89K

0.06%

Kestra Advisory Services, LLC

56.34K

Mar 31, 26

+3.34K

0.06%

Mariner, LLC

52.10K

Mar 31, 26

-26.88K

0.05%

Lido Advisors, LLC

51.68K

Mar 31, 26

+9.70K

0.05%

MML INVESTORS SERVICES, LLC

51.10K

Mar 31, 26

-10.34K

0.05%

SkyView Investment Advisors, LLC

50.00K

Mar 31, 26

0.05%

Fourth Dimension Wealth, LLC

47.49K

Mar 31, 26

+2.85K

0.05%

Horizons Wealth Management

47.32K

Mar 31, 26

+1.06K

0.05%

RIVERCHASE WEALTH MANAGEMENT, LLC

46.99K

Mar 31, 26

+484

0.05%

BARRETT & COMPANY, INC.

46.23K

Mar 31, 26

+3.65K

0.05%

Summit Wealth Partners, LLC

45.92K

Mar 31, 26

-14

0.05%

Mill Creek Capital Advisors, LLC

44.70K

Mar 31, 26

0.05%

Straight Path Wealth Management

43.35K

Mar 31, 26

-305

0.04%

Great Diamond Partners, LLC

41.96K

Mar 31, 26

+19.60K

0.04%

Rossmore Private Capital

41.19K

Mar 31, 26

+6.00K

0.04%

Granite Harbor Advisors, Inc.

40.85K

Mar 31, 26

+611

0.04%

TRANSCEND CAPITAL ADVISORS, LLC

40.05K

Mar 31, 26

0.04%

DUDLEY CAPITAL MANAGEMENT, LLC

39.33K

Mar 31, 26

+39.33K

0.04%

KING LUTHER CAPITAL MANAGEMENT CORP

39.26K

Mar 31, 26

+1.61K

0.04%

Apollon Wealth Management, LLC

38.98K

Mar 31, 26

+200

0.04%

PHILLIPS FINANCIAL MANAGEMENT, LLC

38.64K

Mar 31, 26

+20.05K

0.04%

Chris Bulman Inc

38.06K

Mar 31, 26

-4.30K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

37.31K

Mar 31, 26

+2.58K

0.04%

EVEXIA WEALTH LLC

36.56K

Mar 31, 26

+5.46K

0.04%

4J Wealth Management LLC

36.15K

Mar 31, 26

-340

0.04%

DUNCKER STREETT & CO INC

36.11K

Mar 31, 26

+11.02K

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

34.63K

Mar 31, 26

-528

0.04%

PSI Advisors, LLC

34.59K

Mar 31, 26

0.04%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

34.12K

Mar 31, 26

+4.02K

0.03%

Mesirow Financial Investment Management, Inc.

33.34K

Mar 31, 26

+7.34K

0.03%

Wick Capital Partners, LLC

32.39K

Mar 31, 26

-2.33K

0.03%

Snowden Capital Advisors LLC

32.20K

Mar 31, 26

+684

0.03%

Element Wealth, LLC

31.56K

Mar 31, 26

+1.28K

0.03%

CIBC WORLD MARKET INC.

31.37K

Mar 31, 26

+44

0.03%

BENJAMIN EDWARDS INC

30.98K

Mar 31, 26

-774

0.03%

CARY STREET PARTNERS FINANCIAL LLC

30.83K

Mar 31, 26

-897

0.03%

Savvy Advisors, Inc.

30.73K

Mar 31, 26

+5.61K

0.03%

TABLEAUX LLC

29.95K

Mar 31, 26

-79.94K

0.03%

Beacon Pointe Advisors, LLC

29.51K

Mar 31, 26

+2.48K

0.03%

JOHNSON INVESTMENT COUNSEL INC

29.04K

Mar 31, 26

+29.04K

0.03%

Koss-Olinger Consulting, LLC

28.62K

Mar 31, 26

+57

0.03%

Spectrum Asset Management, Inc. (NB/CA)

27.99K

Mar 31, 26

-518

0.03%

Pinnacle Bancorp, Inc.

27.86K

Mar 31, 26

+668

0.03%

HARBOUR INVESTMENTS, INC.

27.86K

Mar 31, 26

+4.93K

0.03%

Blake Schutter Theil Wealth Advisors, LLC

27.04K

Mar 31, 26

0.03%

Conrad Siegel Investment Advisors, Inc.

26.89K

Mar 31, 26

+241

0.03%

Pure Financial Advisors, LLC

26.63K

Mar 31, 26

+1.27K

0.03%

LBMC INVESTMENT ADVISORS, LLC

26.40K

Mar 31, 26

+8.89K

0.03%

JANE STREET GROUP, LLC

26.18K

Mar 31, 26

+26.18K

0.03%

Essential Planning, LLC.

25.76K

Mar 31, 26

-384

0.03%

Simplicity Wealth,LLC

25.45K

Mar 31, 26

-20

0.03%

Madden Advisory Services, Inc.

24.66K

Mar 31, 26

+14.38K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

24.25K

Mar 31, 26

-6.35K

0.02%

Prosperity Planning, Inc.

24.22K

Mar 31, 26

+11.79K

0.02%

Raab & Moskowitz Asset Management LLC

24.14K

Mar 31, 26

+9.88K

0.02%

NATIONAL BANK OF CANADA /FI/

23.94K

Mar 31, 26

+489

0.02%

MONEY CONCEPTS CAPITAL CORP

23.48K

Mar 31, 26

+2.67K

0.02%

Focused Wealth Management, Inc

23.32K

Mar 31, 26

+752

0.02%

Stonebridge Financial Group, LLC

23.27K

Mar 31, 26

0.02%

Chesley Taft & Associates LLC

23.00K

Mar 31, 26

+4.00K

0.02%

Pensionmark Financial Group, LLC

22.96K

Mar 31, 26

+4.33K

0.02%

MISSION WEALTH MANAGEMENT, LP

22.58K

Mar 31, 26

+22.58K

0.02%

AQR CAPITAL MANAGEMENT LLC

22.06K

Mar 31, 26

0.02%

Gilbert & Cook, Inc.

22.02K

Mar 31, 26

-4.67K

0.02%

BEACON FINANCIAL PLANNING, INC

21.98K

Mar 31, 26

+21.98K

0.02%

Avidian Wealth Solutions, LLC

20.54K

Mar 31, 26

+9.97K

0.02%

Farther Finance Advisors, LLC

20.08K

Mar 31, 26

+9.83K

0.02%

Black Maple Capital Management LP

20.00K

Mar 31, 26

0.02%

Jacobi Capital Management LLC

19.96K

Mar 31, 26

+254

0.02%

Foundations Investment Advisors, LLC

19.04K

Mar 31, 26

+7.58K

0.02%

FIRST NATIONAL BANK OF OMAHA

18.68K

Mar 31, 26

0.02%

Keeler THomas Management LLC

18.14K

Mar 31, 26

-29.87K

0.02%

Advisory Services Network, LLC

18.04K

Mar 31, 26

+1.21K

0.02%

Signature Wealth Management Group

17.51K

Mar 31, 26

0.02%

Resources Investment Advisors, LLC.

17.51K

Mar 31, 26

0.02%

CFS Investment Advisory Services, LLC

17.24K

Mar 31, 26

+12

0.02%

NOTTINGHAM ADVISORS, INC.

17.00K

Mar 31, 26

+17.00K

0.02%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

16.40K

Mar 31, 26

-16.40K

0.02%

Black Swift Group, LLC

16.38K

Mar 31, 26

+230

0.02%

Prime Capital Investment Advisors, LLC

16.37K

Mar 31, 26

+585

0.02%

High Note Wealth, LLC

16.21K

Mar 31, 26

+2.89K

0.02%

ALTERNA WEALTH MANAGEMENT, INC

15.99K

Mar 31, 26

0.02%

Opus Capital Group, LLC

15.78K

Mar 31, 26

0.02%

Kestra Investment Management, LLC

15.71K

Mar 31, 26

+178

0.02%

Private Advisor Group, LLC

15.66K

Mar 31, 26

-447

0.02%

Crews Bank & Trust

15.34K

Mar 31, 26

0.02%

Visionary Wealth Advisors

15.26K

Mar 31, 26

-27

0.02%

Trinity Wealth Management, LLC

15.15K

Mar 31, 26

0.02%

Yoder Wealth Management, Inc.

14.60K

Mar 31, 26

0.01%

KPP Advisory Services LLC

14.57K

Mar 31, 26

+1.00K

0.01%

CITADEL ADVISORS LLC

14.54K

Mar 31, 26

-17.43K

0.01%

LIBERTY WEALTH MANAGEMENT LLC

14.15K

Mar 31, 26

+73

0.01%

OLD POINT TRUST & FINANCIAL SERVICES N A

13.57K

Mar 31, 26

-2.00K

0.01%

Autumn Glory Partners, LLC

13.47K

Mar 31, 26

+28

0.01%

TOWER BRIDGE ADVISORS

13.38K

Mar 31, 26

+13.38K

0.01%

FLOW TRADERS U.S. LLC

13.06K

Mar 31, 26

+13.06K

0.01%

DAVENPORT & Co LLC

12.96K

Mar 31, 26

+12.96K

0.01%

MONECO Advisors, LLC

12.94K

Mar 31, 26

0.01%

Prospera Financial Services Inc

12.93K

Mar 31, 26

+12.93K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

12.75K

Mar 31, 26

0.01%

Alamar Capital Management, LLC

12.70K

Mar 31, 26

0.01%

CGN Advisors LLC

12.69K

Mar 31, 26

+2.19K

0.01%

Hills Bank & Trust Co

12.37K

Mar 31, 26

+180

0.01%

PRINCIPAL SECURITIES, INC.

12.34K

Mar 31, 26

+91

0.01%

WASHINGTON TRUST Co

12.29K

Mar 31, 26

0.01%

DecisionMap Wealth Management, LLC

11.80K

Mar 31, 26

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

11.59K

Mar 31, 26

+473

0.01%

WORLD EQUITY GROUP, INC.

11.51K

Mar 31, 26

+444

0.01%

FIFTH THIRD BANCORP

11.50K

Mar 31, 26

+10.50K

0.01%

Resonant Capital Advisors, LLC

11.48K

Mar 31, 26

0.01%

Highland Financial Advisors, LLC

11.31K

Mar 31, 26

0.01%

Mascoma Wealth Management LLC

11.03K

Mar 31, 26

0.01%

Atwater Malick LLC

10.94K

Mar 31, 26

+10.94K

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

10.89K

Mar 31, 26

+10.89K

0.01%

Waverly Advisors, LLC

10.75K

Mar 31, 26

-513

0.01%

Guidance Point Advisors, LLC

10.46K

Mar 31, 26

+534

0.01%

McGuire Investment Group, LLC

10.42K

Mar 31, 26

+771

0.01%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

10.36K

Mar 31, 26

+100

0.01%

Trust Co

10.19K

Mar 31, 26

+29

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

10.10K

Mar 31, 26

-2.22K

0.01%

Carmel Capital Partners, LLC

10.00K

Mar 31, 26

0.01%

Cherry Tree Wealth Management, LLC

9.88K

Mar 31, 26

0.01%

MOSELEY INVESTMENT MANAGEMENT INC

9.74K

Mar 31, 26

0.01%

Dakota Wealth Management

9.34K

Mar 31, 26

0.01%

Miracle Mile Advisors, LLC

9.26K

Mar 31, 26

+9.26K

0.01%

Berger Financial Group, Inc

9.22K

Mar 31, 26

0.01%

MILESTONE ASSET MANAGEMENT, LLC

9.20K

Mar 31, 26

+9.20K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.24K

Mar 31, 26

-900

0.01%

Rockefeller Capital Management L.P.

7.28K

Mar 31, 26

+282

0.01%

Physician Wealth Advisors, Inc.

6.89K

Mar 31, 26

0.01%

Black Cypress Capital Management, LLC

6.50K

Mar 31, 26

+3.20K

0.01%

MONTAG A & ASSOCIATES INC

5.64K

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

5.00K

Mar 31, 26

+5.00K

0.01%

Hara Capital LLC

4.98K

Mar 31, 26

-720

0.01%

Atlantic Union Bankshares Corp

4.03K

Mar 31, 26

0.00%

CNB Bank

4.00K

Mar 31, 26

-40

0.00%

Costello Asset Management, INC

3.94K

Mar 31, 26

-775

0.00%

HARBOR INVESTMENT ADVISORY, LLC

3.56K

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

3.36K

Mar 31, 26

+536

0.00%

Spire Wealth Management

3.33K

Mar 31, 26

+3.33K

0.00%

Bogart Wealth, LLC

3.31K

Mar 31, 26

0.00%

AE Wealth Management LLC

3.00K

Mar 31, 26

+1.02K

0.00%

Bank of Jackson Hole Trust

2.75K

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

2.65K

Mar 31, 26

-1.06K

0.00%

US BANCORP \DE\

2.37K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

2.26K

Mar 31, 26

+2.26K

0.00%

TD Capital Management LLC

2.13K

Mar 31, 26

+13

0.00%

Clearstead Trust, LLC

2.04K

Mar 31, 26

+721

0.00%

Kohmann Bosshard Financial Services, LLC

1.74K

Mar 31, 26

-448

0.00%

BANK OF MONTREAL /CAN/

1.71K

Mar 31, 26

+10

0.00%

Princeton Global Asset Management LLC

1.33K

Mar 31, 26

+1.33K

0.00%

MCF Advisors LLC

1.30K

Mar 31, 26

0.00%

Balentine LLC

1.12K

Mar 31, 26

0.00%

BankPlus Trust Department

1.06K

Mar 31, 26

0.00%

Clayton Financial Group LLC

1.04K

Mar 31, 26

+39

0.00%

Golden State Equity Partners

1.00K

Mar 31, 26

+1.00K

0.00%

CoreCap Advisors, LLC

963

Mar 31, 26

-23

0.00%

Robbins Farley

904

Mar 31, 26

-493

0.00%

Annis Gardner Whiting Capital Advisors, LLC

862

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

791

Mar 31, 26

0.00%

First PREMIER Bank

773

Mar 31, 26

0.00%

Oakworth Capital, Inc.

699

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

653

Mar 31, 26

-1.72K

0.00%

HHM Wealth Advisors, LLC

601

Mar 31, 26

0.00%

Root Financial Partners, LLC

568

Mar 31, 26

+568

0.00%

FRANKLIN RESOURCES INC

456

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

+53

0.00%

NBC SECURITIES, INC.

Mar 31, 26

+50

0.00%

FMR LLC

Mar 31, 26

+34

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

Laurel Wealth Advisors LLC

Mar 31, 26

-1.35K

PRIVATE MANAGEMENT GROUP INC

Mar 31, 26

-8.98K

Cooper Financial Group

Mar 31, 26

-10.32K

IFG Advisory, LLC

Mar 31, 26

-10.43K

Tower Research Capital LLC (TRC)

Mar 31, 26

-18.55K

Investor's Fiduciary Advisor Network, LLC

Mar 31, 26

-102.32K

RFP Financial Group LLC

Mar 31, 26

-11.47K

BCS Wealth Management

Mar 31, 26

-15.37K

VISTA INVESTMENT MANAGEMENT

Mar 31, 26

-12.75K

MBL Wealth, LLC

Mar 31, 26

-253.30K

STAR Financial Bank

Mar 31, 26

-15.31K

Global Retirement Partners, LLC

322.05K

Dec 31, 25

+67.05K

0.33%

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%

SageView Advisory Group, LLC

6.63K

Dec 31, 25

+6.63K

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

1.20%

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%