iShares iBonds Dec 2028 Term ETF(IBTI)

$22.09—

Chart

iShares iBonds Dec 2028 Term ETF(IBTI)

NASDAQ

$22.09—

Chart Studio

IBTI(IBTI)

IBTI

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

Institutional Ownership

Top 278 Institutional Holders

Holder	Shares	Date	Change	% Held
ATWOOD & PALMER INC	959.38K	Jun 30, 26	+15.97K	1.19%
Apella Capital, LLC	217.58K	Jun 30, 26	+22.88K	0.27%
Matthew Goff Investment Advisor, LLC	47.96K	Jun 30, 26	+47.96K	0.06%
Gradient Investments LLC	39.38K	Jun 30, 26	+1.34K	0.05%
Trinity Wealth Management, LLC	15.39K	Jun 30, 26	--	0.02%
EASTERN BANK	--	Jun 30, 26	-950	--
Colony Group, LLC	3.42M	Mar 31, 26	+194.37K	4.25%
MORGAN STANLEY	3.42M	Mar 31, 26	-32.35K	4.25%
WELLS FARGO & COMPANY/MN	3.04M	Mar 31, 26	+187.51K	3.78%
BANK OF AMERICA CORP /DE/	2.73M	Mar 31, 26	+73.30K	3.39%
MERCER GLOBAL ADVISORS INC /ADV	2.41M	Mar 31, 26	+133.91K	2.99%
RAYMOND JAMES FINANCIAL INC	1.95M	Mar 31, 26	+86.45K	2.42%
UBS Group AG	1.41M	Mar 31, 26	+387.80K	1.75%
BAILARD, INC.	1.36M	Mar 31, 26	+1.36M	1.69%
Brookstone Capital Management	1.35M	Mar 31, 26	-14.64K	1.68%
Heartwood Wealth Advisors LLC	1.29M	Mar 31, 26	+1.29M	1.61%
ENVESTNET ASSET MANAGEMENT INC	1.27M	Mar 31, 26	+1.18M	1.58%
Financial Advisory Corp	1.23M	Mar 31, 26	+252.78K	1.53%
Asset Advisors Investment Management, LLC	1.21M	Mar 31, 26	+60.63K	1.51%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.18M	Mar 31, 26	+137.22K	1.47%
HM PAYSON & CO	1.05M	Mar 31, 26	+428.90K	1.30%
LPL Financial LLC	1.04M	Mar 31, 26	+188.33K	1.29%
Stratos Wealth Partners, LTD.	1.01M	Mar 31, 26	+36.83K	1.26%
ATWOOD & PALMER INC	943.41K	Mar 31, 26	+19.32K	1.17%
ROYAL BANK OF CANADA	940.68K	Mar 31, 26	+191.45K	1.17%
Horizon Advisory Services, Inc.	901.22K	Mar 31, 26	+19.77K	1.12%
Journey Advisory Group, LLC	870.42K	Mar 31, 26	+24.54K	1.08%
Integrated Wealth Concepts LLC	809.95K	Mar 31, 26	+221.50K	1.01%
AMERIPRISE FINANCIAL INC	802.85K	Mar 31, 26	+318.47K	1.00%
MKT Advisors LLC	802.81K	Mar 31, 26	+18.51K	1.00%
Baltimore-Washington Financial Advisors, Inc.	791.73K	Mar 31, 26	+75.70K	0.98%
OneAscent Financial Services LLC	755.76K	Mar 31, 26	+755.76K	0.94%
CWM, LLC	750.30K	Mar 31, 26	+44.75K	0.93%
MOSELEY INVESTMENT MANAGEMENT INC	720.12K	Mar 31, 26	+15.92K	0.89%
BlackRock, Inc.	677.53K	Mar 31, 26	+392.98K	0.84%
Vista Private Wealth Partners. LLC	665.59K	Mar 31, 26	-84.43K	0.83%
Krilogy Financial LLC	598.92K	Mar 31, 26	+26.10K	0.74%
COMMONWEALTH EQUITY SERVICES, LLC	575.05K	Mar 31, 26	-11.74K	0.71%
TITLEIST ASSET MANAGEMENT, LLC	558.85K	Mar 31, 26	+257.86K	0.69%
STIFEL FINANCIAL CORP	554.90K	Mar 31, 26	-1.76K	0.69%
Legacy Private Trust Co.	548.09K	Mar 31, 26	-208	0.68%
Steward Partners Investment Advisory, LLC	546.82K	Mar 31, 26	+9.98K	0.68%
Scissortail Wealth Management, LLC	518.19K	Mar 31, 26	+66.81K	0.64%
Trust Co	508.96K	Mar 31, 26	+5.25K	0.63%
Wealth Management Strategies, Inc.	475.58K	Mar 31, 26	+18.98K	0.59%
SHELTON WEALTH MANAGEMENT, LLC	458.43K	Mar 31, 26	+68.86K	0.57%
MV CAPITAL MANAGEMENT, INC.	417.86K	Mar 31, 26	+120.78K	0.52%
EIGHT 31 FINANCIAL LLC	417.17K	Mar 31, 26	-7.75K	0.52%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	387.82K	Mar 31, 26	+77.60K	0.48%
ADVISOR GROUP HOLDINGS, INC.	385.04K	Mar 31, 26	+36.53K	0.48%
Snowden Capital Advisors LLC	382.40K	Mar 31, 26	-2.39K	0.48%
NewEdge Advisors, LLC	350.00K	Mar 31, 26	+14.26K	0.43%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	324.31K	Mar 31, 26	+85.93K	0.40%
Northstar Group, Inc.	323.30K	Mar 31, 26	+22.43K	0.40%
D.A. DAVIDSON & CO.	309.67K	Mar 31, 26	+16.16K	0.38%
Financial Engines Advisors L.L.C.	306.13K	Mar 31, 26	+7.31K	0.38%
Carmel Capital Partners, LLC	291.08K	Mar 31, 26	+21.22K	0.36%
Janney Montgomery Scott LLC	287.21K	Mar 31, 26	+46.77K	0.36%
Baird Financial Group, Inc.	285.03K	Mar 31, 26	+78.87K	0.35%
CENTRAL TRUST Co	284.54K	Mar 31, 26	+10.73K	0.35%
OAK FAMILY ADVISORS, LLC	274.08K	Mar 31, 26	+274.08K	0.34%
REBALANCE, LLC	268.36K	Mar 31, 26	+3.47K	0.33%
BOSTON FAMILY OFFICE LLC	265.98K	Mar 31, 26	+14.33K	0.33%
Probity Advisors, Inc.	257.74K	Mar 31, 26	-163.76K	0.32%
Independent Advisor Alliance	237.96K	Mar 31, 26	+219.67K	0.30%
BIP Wealth, LLC	229.95K	Mar 31, 26	-8.17K	0.29%
FCA CORP /TX	224.30K	Mar 31, 26	+4.54K	0.28%
Stockman Wealth Management, Inc.	223.13K	Mar 31, 26	+22.89K	0.28%
COLTON GROOME FINANCIAL ADVISORS, LLC	212.11K	Mar 31, 26	-22.96K	0.26%
Asset Dedication, LLC	208.37K	Mar 31, 26	+50.56K	0.26%
Apella Capital, LLC	194.70K	Mar 31, 26	+25.69K	0.24%
IFP Advisors, Inc	187.22K	Mar 31, 26	+2.49K	0.23%
LEAVELL INVESTMENT MANAGEMENT, INC.	178.01K	Mar 31, 26	+38.60K	0.22%
SIGNATUREFD, LLC	172.97K	Mar 31, 26	-4.63K	0.21%
Accretive Wealth Partners, LLC	162.48K	Mar 31, 26	+7.77K	0.20%
Portland Global Advisors LLC	162.16K	Mar 31, 26	+21.15K	0.20%
THOROUGHBRED FINANCIAL SERVICES, LLC	161.28K	Mar 31, 26	+2.65K	0.20%
Belpointe Asset Management LLC	160.79K	Mar 31, 26	+21.37K	0.20%
Old Port Advisors	153.01K	Mar 31, 26	+139.51K	0.19%
CHATHAM CAPITAL GROUP, INC.	147.97K	Mar 31, 26	+3.37K	0.18%
Ashton Thomas Private Wealth, LLC	147.23K	Mar 31, 26	+2.69K	0.18%
Parallel Advisors, LLC	142.90K	Mar 31, 26	+3.39K	0.18%
HOWLAND CAPITAL MANAGEMENT LLC	139.69K	Mar 31, 26	+13.87K	0.17%
Cornerstone Planning, LLC	136.35K	Mar 31, 26	+136.35K	0.17%
Allworth Financial LP	135.86K	Mar 31, 26	+360	0.17%
Lantz Financial LLC	134.80K	Mar 31, 26	+15.71K	0.17%
SCS Capital Management LLC	131.47K	Mar 31, 26	+18.00K	0.16%
Sanctuary Advisors, LLC	130.38K	Mar 31, 26	+4.67K	0.16%
THRIVENT FINANCIAL FOR LUTHERANS	127.15K	Mar 31, 26	+17.47K	0.16%
JIM SAULNIER & ASSOCIATES, LLC	126.71K	Mar 31, 26	+10.91K	0.16%
Cetera Investment Advisers	123.64K	Mar 31, 26	-7.83K	0.15%
Midwest Professional Planners, LTD.	118.83K	Mar 31, 26	+36.94K	0.15%
Capital Investment Advisors, LLC	116.52K	Mar 31, 26	-1.27K	0.14%
Atria Investments, Inc	115.22K	Mar 31, 26	+3.38K	0.14%
PARK AVENUE SECURITIES LLC	112.72K	Mar 31, 26	+5.80K	0.14%
Cambridge Investment Research Advisors, Inc.	110.38K	Mar 31, 26	+62.78K	0.14%
CAPTRUST FINANCIAL ADVISORS	108.33K	Mar 31, 26	+3.82K	0.13%
Penobscot Investment Management Company, Inc.	106.47K	Mar 31, 26	-1.82K	0.13%
TRANSCEND CAPITAL ADVISORS, LLC	106.15K	Mar 31, 26	-9.40K	0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	102.92K	Mar 31, 26	-29.15K	0.13%
Hughes Financial Services, LLC	99.97K	Mar 31, 26	+1.23K	0.12%
GOULD ASSET MANAGEMENT LLC /CA/	94.33K	Mar 31, 26	+325	0.12%
TFR Capital, LLC.	92.55K	Mar 31, 26	+76.18K	0.11%
Reliant Wealth Planning	92.28K	Mar 31, 26	+670	0.11%
Essential Planning, LLC.	92.25K	Mar 31, 26	-3.36K	0.11%
Leo Wealth, LLC	91.39K	Mar 31, 26	-12.47K	0.11%
TRUIST FINANCIAL CORP	90.17K	Mar 31, 26	+1.89K	0.11%
CITADEL ADVISORS LLC	83.22K	Mar 31, 26	+83.22K	0.10%
ASSOCIATED BANC-CORP	82.55K	Mar 31, 26	-2.48K	0.10%
Modern Wealth Management, LLC	81.29K	Mar 31, 26	+12.31K	0.10%
Valmark Advisers, Inc.	79.53K	Mar 31, 26	-1.38K	0.10%
Foundry Financial Group, Inc.	76.12K	Mar 31, 26	-3.02K	0.09%
CreativeOne Wealth, LLC	71.99K	Mar 31, 26	+54.28K	0.09%
MML INVESTORS SERVICES, LLC	65.43K	Mar 31, 26	-12.05K	0.08%
KFG WEALTH MANAGEMENT, LLC	65.34K	Mar 31, 26	+6.88K	0.08%
Cerity Partners LLC	60.77K	Mar 31, 26	+34.87K	0.08%
Montecito Bank & Trust	59.37K	Mar 31, 26	-1.59K	0.07%
COLDSTREAM CAPITAL MANAGEMENT INC	59.19K	Mar 31, 26	+33.45K	0.07%
Horizons Wealth Management	51.54K	Mar 31, 26	+857	0.06%
Kerntke Otto McGlone Wealth Management Group	51.01K	Mar 31, 26	+22.82K	0.06%
GOLDMAN SACHS GROUP INC	50.33K	Mar 31, 26	+14.91K	0.06%
Compass Ion Advisors, LLC	49.72K	Mar 31, 26	+9.88K	0.06%
Mariner, LLC	49.71K	Mar 31, 26	+203	0.06%
Kestra Advisory Services, LLC	48.56K	Mar 31, 26	-1.91K	0.06%
KING LUTHER CAPITAL MANAGEMENT CORP	46.06K	Mar 31, 26	+1.62K	0.06%
MGO ONE SEVEN LLC	45.46K	Mar 31, 26	+29.68K	0.06%
Granite Harbor Advisors, Inc.	41.26K	Mar 31, 26	+608	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	40.04K	Mar 31, 26	-23.51K	0.05%
Creative Planning	39.04K	Mar 31, 26	+14.04K	0.05%
Gradient Investments LLC	38.05K	Mar 31, 26	-1.73K	0.05%
CARY STREET PARTNERS FINANCIAL LLC	37.83K	Mar 31, 26	-1.00K	0.05%
Great Diamond Partners, LLC	36.49K	Mar 31, 26	+18.86K	0.05%
DUNCKER STREETT & CO INC	36.37K	Mar 31, 26	+11.08K	0.05%
LBMC INVESTMENT ADVISORS, LLC	33.30K	Mar 31, 26	+9.01K	0.04%
Wealthspire Advisors, LLC	32.72K	Mar 31, 26	+16.53K	0.04%
HARBOUR INVESTMENTS, INC.	32.06K	Mar 31, 26	+4.59K	0.04%
Straight Path Wealth Management	31.47K	Mar 31, 26	-653	0.04%
CIBC WORLD MARKET INC.	31.06K	Mar 31, 26	+235	0.04%
Mendota Financial Group, LLC	30.91K	Mar 31, 26	+184	0.04%
Prosperity Planning, Inc.	30.33K	Mar 31, 26	+11.87K	0.04%
Stratos Wealth Advisors, LLC	29.74K	Mar 31, 26	+29.74K	0.04%
HighTower Advisors, LLC	29.47K	Mar 31, 26	-1.31K	0.04%
Koss-Olinger Consulting, LLC	28.82K	Mar 31, 26	+54	0.04%
Keeler THomas Management LLC	28.65K	Mar 31, 26	-32.37K	0.04%
TABLEAUX LLC	28.52K	Mar 31, 26	+8.38K	0.04%
Chris Bulman Inc	28.13K	Mar 31, 26	-4.18K	0.03%
BARRETT & COMPANY, INC.	28.11K	Mar 31, 26	+1.00K	0.03%
Modera Wealth Management, LLC	27.96K	Mar 31, 26	--	0.03%
Blake Schutter Theil Wealth Advisors, LLC	27.64K	Mar 31, 26	--	0.03%
Atwater Malick LLC	26.94K	Mar 31, 26	+26.94K	0.03%
Element Wealth, LLC	26.94K	Mar 31, 26	+1.71K	0.03%
Merit Financial Group, LLC	26.51K	Mar 31, 26	+115	0.03%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	26.46K	Mar 31, 26	+8.68K	0.03%
RIVERCHASE WEALTH MANAGEMENT, LLC	26.17K	Mar 31, 26	--	0.03%
Lido Advisors, LLC	26.11K	Mar 31, 26	+5.65K	0.03%
EVEXIA WEALTH LLC	25.39K	Mar 31, 26	+3.60K	0.03%
NATIONAL BANK OF CANADA /FI/	24.48K	Mar 31, 26	+889	0.03%
Grant Street Asset Management, Inc.	24.24K	Mar 31, 26	+144	0.03%
Wealth Advisory Solutions, LLC	23.64K	Mar 31, 26	+1.68K	0.03%
Black Maple Capital Management LP	23.25K	Mar 31, 26	+3.25K	0.03%
JOHNSON INVESTMENT COUNSEL INC	23.16K	Mar 31, 26	+23.16K	0.03%
Beacon Pointe Advisors, LLC	22.66K	Mar 31, 26	+3.42K	0.03%
Gilbert & Cook, Inc.	22.11K	Mar 31, 26	-4.70K	0.03%
Eldridge Investment Advisors, Inc.	21.87K	Mar 31, 26	+21.87K	0.03%
PRINCIPAL SECURITIES, INC.	20.45K	Mar 31, 26	-492	0.03%
Equitable Holdings, Inc.	20.43K	Mar 31, 26	+1.50K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	20.33K	Mar 31, 26	-1.81K	0.03%
Strategic Financial Concepts, LLC	20.26K	Mar 31, 26	+20.26K	0.03%
JANE STREET GROUP, LLC	19.91K	Mar 31, 26	+19.91K	0.02%
MAI Capital Management	19.83K	Mar 31, 26	-3.35K	0.02%
Madden Advisory Services, Inc.	19.66K	Mar 31, 26	+19.66K	0.02%
AQR CAPITAL MANAGEMENT LLC	19.36K	Mar 31, 26	--	0.02%
Heartland Bank & Trust Co	19.21K	Mar 31, 26	--	0.02%
Jacobi Capital Management LLC	18.72K	Mar 31, 26	+248	0.02%
Avidian Wealth Solutions, LLC	18.39K	Mar 31, 26	+18.39K	0.02%
Quantinno Capital Management LP	18.14K	Mar 31, 26	+18.14K	0.02%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	18.00K	Mar 31, 26	-18.00K	0.02%
BEACON FINANCIAL PLANNING, INC	17.97K	Mar 31, 26	+17.97K	0.02%
Savvy Advisors, Inc.	17.30K	Mar 31, 26	+4.68K	0.02%
Signature Wealth Management Group	16.91K	Mar 31, 26	--	0.02%
Resources Investment Advisors, LLC.	16.91K	Mar 31, 26	--	0.02%
Prime Capital Investment Advisors, LLC	16.56K	Mar 31, 26	+589	0.02%
Pinnacle Bancorp, Inc.	16.16K	Mar 31, 26	+671	0.02%
Kestra Investment Management, LLC	15.86K	Mar 31, 26	+181	0.02%
Opus Capital Group, LLC	15.83K	Mar 31, 26	--	0.02%
Crews Bank & Trust	15.78K	Mar 31, 26	+675	0.02%
Summit Wealth Partners, LLC	15.44K	Mar 31, 26	--	0.02%
High Note Wealth, LLC	14.96K	Mar 31, 26	+2.90K	0.02%
Spectrum Asset Management, Inc. (NB/CA)	14.69K	Mar 31, 26	+889	0.02%
KPP Advisory Services LLC	14.57K	Mar 31, 26	+1.00K	0.02%
CFS Investment Advisory Services, LLC	14.33K	Mar 31, 26	+24	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	14.32K	Mar 31, 26	+3.15K	0.02%
MISSION WEALTH MANAGEMENT, LP	14.03K	Mar 31, 26	+14.03K	0.02%
Autumn Glory Partners, LLC	13.72K	Mar 31, 26	+28	0.02%
Foundations Investment Advisors, LLC	13.55K	Mar 31, 26	+2.02K	0.02%
TOWER BRIDGE ADVISORS	13.47K	Mar 31, 26	+13.47K	0.02%
Advisory Services Network, LLC	13.28K	Mar 31, 26	+1.26K	0.02%
Raab & Moskowitz Asset Management LLC	13.23K	Mar 31, 26	+3.50K	0.02%
ALTERNA WEALTH MANAGEMENT, INC	13.17K	Mar 31, 26	+13.17K	0.02%
Yoder Wealth Management, Inc.	13.07K	Mar 31, 26	--	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	12.81K	Mar 31, 26	+3	0.02%
Alamar Capital Management, LLC	12.70K	Mar 31, 26	--	0.02%
LIBERTY WEALTH MANAGEMENT LLC	12.66K	Mar 31, 26	+63	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	12.40K	Mar 31, 26	+1.10K	0.02%
DecisionMap Wealth Management, LLC	11.98K	Mar 31, 26	--	0.01%
BLUE SQUARE ASSET MANAGEMENT, LLC	11.64K	Mar 31, 26	+470	0.01%
United Community Bank	11.52K	Mar 31, 26	+11.52K	0.01%
Highland Financial Advisors, LLC	11.43K	Mar 31, 26	--	0.01%
Connecticut Wealth Management, LLC	11.28K	Mar 31, 26	+13	0.01%
Guidance Point Advisors, LLC	10.56K	Mar 31, 26	+540	0.01%
HANOVER ADVISORS INC	10.47K	Mar 31, 26	-98	0.01%
Conrad Siegel Investment Advisors, Inc.	9.78K	Mar 31, 26	+207	0.01%
Pensionmark Financial Group, LLC	9.63K	Mar 31, 26	+9.63K	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	8.39K	Mar 31, 26	+49	0.01%
Physician Wealth Advisors, Inc.	6.99K	Mar 31, 26	-3.49K	0.01%
Cherry Tree Wealth Management, LLC	6.04K	Mar 31, 26	--	0.01%
Hills Bank & Trust Co	5.32K	Mar 31, 26	+177	0.01%
FIFTH THIRD BANCORP	4.92K	Mar 31, 26	+4.92K	0.01%
Farther Finance Advisors, LLC	4.48K	Mar 31, 26	+4.48K	0.01%
CNB Bank	4.27K	Mar 31, 26	-50	0.01%
Bogart Wealth, LLC	3.37K	Mar 31, 26	+2	0.00%
First PREMIER Bank	3.08K	Mar 31, 26	--	0.00%
US BANCORP \DE\	3.05K	Mar 31, 26	--	0.00%
Bank of Jackson Hole Trust	2.77K	Mar 31, 26	--	0.00%
Hara Capital LLC	2.64K	Mar 31, 26	--	0.00%
Mascoma Wealth Management LLC	1.99K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	1.93K	Mar 31, 26	+1.65K	0.00%
Kohmann Bosshard Financial Services, LLC	1.77K	Mar 31, 26	-384	0.00%
BANK OF MONTREAL /CAN/	1.73K	Mar 31, 26	+11	0.00%
Golden State Equity Partners	1.50K	Mar 31, 26	+1.50K	0.00%
Clearstead Trust, LLC	1.33K	Mar 31, 26	--	0.00%
MCF Advisors LLC	1.31K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.16K	Mar 31, 26	--	0.00%
FMR LLC	1.11K	Mar 31, 26	-4	0.00%
Atlantic Union Bankshares Corp	1.09K	Mar 31, 26	--	0.00%
Atlantic Private Wealth, LLC	1.06K	Mar 31, 26	+1.06K	0.00%
Clayton Financial Group LLC	1.04K	Mar 31, 26	+20	0.00%
OLD SECOND NATIONAL BANK OF AURORA	913	Mar 31, 26	-912	0.00%
Robbins Farley	912	Mar 31, 26	-209	0.00%
HAZLETT, BURT & WATSON, INC.	796	Mar 31, 26	+4	0.00%
Root Financial Partners, LLC	573	Mar 31, 26	+573	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	63	Mar 31, 26	--	0.00%
Larson Financial Group LLC	53	Mar 31, 26	+53	0.00%
AlphaCore Capital LLC	51	Mar 31, 26	+1	0.00%
NBC SECURITIES, INC.	50	Mar 31, 26	+50	0.00%
JPMORGAN CHASE & CO	7	Mar 31, 26	+7	0.00%
Rockefeller Capital Management L.P.	7	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-103.38K	--
STAR Financial Bank	--	Mar 31, 26	-15.45K	--
Cyr Financial Inc.	--	Mar 31, 26	-9.48K	--
PRIVATE MANAGEMENT GROUP INC	--	Mar 31, 26	-9.01K	--
FAS Wealth Partners, Inc.	--	Mar 31, 26	-95	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-9.94K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-1.95K	--
RFP Financial Group LLC	--	Mar 31, 26	-11.66K	--
Global Retirement Partners, LLC	212.27K	Dec 31, 25	+51.89K	0.26%
Austin Private Wealth, LLC	35.01K	Dec 31, 25	+147	0.04%
O'Brien Wealth Partners LLC	11.32K	Dec 31, 25	+11.32K	0.01%
SageView Advisory Group, LLC	4.51K	Dec 31, 25	+4.51K	0.01%
COMERICA BANK	4.47K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	378	Dec 31, 25	+378	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-276	--
Pineridge Advisors LLC	236.63K	Sep 30, 25	-27.55K	0.29%
FULLCIRCLE WEALTH LLC	28.49K	Sep 30, 25	-454	0.04%
Lowe Wealth Advisors, LLC	4.22K	Sep 30, 25	--	0.01%
AllSquare Wealth Management LLC	3.21K	Sep 30, 25	--	0.00%
Exchange Capital Management, Inc.	11.18K	Jun 30, 25	+11.18K	0.01%
Safeguard Financial, LLC	9.91K	Mar 31, 25	+18	0.01%
Spectrum Wealth Counsel, LLC	5.20K	Mar 31, 25	--	0.01%
Raymond James Financial Services Advisors, Inc.	957.00K	Sep 30, 24	+60.13K	1.19%
RAYMOND JAMES & ASSOCIATES	205.01K	Sep 30, 24	+22.03K	0.25%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	13.05K	Sep 30, 24	+13.05K	0.02%
FinTrust Capital Advisors, LLC	1.63K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	79	Jun 30, 24	+79	0.00%
InterOcean Capital Group, LLC	1.01M	Mar 31, 24	+558.37K	1.25%
Cetera Advisor Networks LLC	23.83K	Mar 31, 24	+13.61K	0.03%
Sargent Bickham Lagudis LLC	1.00K	Dec 31, 22	+1.00K	0.00%
Farmer Steven Patrick	468.04K	Jun 30, 22	+468.04K	0.58%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

ATWOOD & PALMER INC

959.38K

Jun 30, 26

+15.97K

1.19%

Apella Capital, LLC

217.58K

Jun 30, 26

+22.88K

0.27%

Matthew Goff Investment Advisor, LLC

47.96K

Jun 30, 26

+47.96K

0.06%

Gradient Investments LLC

39.38K

Jun 30, 26

+1.34K

0.05%

Trinity Wealth Management, LLC

15.39K

Jun 30, 26

0.02%

EASTERN BANK

Jun 30, 26

-950

Colony Group, LLC

3.42M

Mar 31, 26

+194.37K

4.25%

MORGAN STANLEY

3.42M

Mar 31, 26

-32.35K

4.25%

WELLS FARGO & COMPANY/MN

3.04M

Mar 31, 26

+187.51K

3.78%

BANK OF AMERICA CORP /DE/

2.73M

Mar 31, 26

+73.30K

3.39%

MERCER GLOBAL ADVISORS INC /ADV

2.41M

Mar 31, 26

+133.91K

2.99%

RAYMOND JAMES FINANCIAL INC

1.95M

Mar 31, 26

+86.45K

2.42%

UBS Group AG

1.41M

Mar 31, 26

+387.80K

1.75%

BAILARD, INC.

1.36M

Mar 31, 26

+1.36M

1.69%

Brookstone Capital Management

1.35M

Mar 31, 26

-14.64K

1.68%

Heartwood Wealth Advisors LLC

1.29M

Mar 31, 26

+1.29M

1.61%

ENVESTNET ASSET MANAGEMENT INC

1.27M

Mar 31, 26

+1.18M

1.58%

Financial Advisory Corp

1.23M

Mar 31, 26

+252.78K

1.53%

Asset Advisors Investment Management, LLC

1.21M

Mar 31, 26

+60.63K

1.51%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.18M

Mar 31, 26

+137.22K

1.47%

HM PAYSON & CO

1.05M

Mar 31, 26

+428.90K

1.30%

LPL Financial LLC

1.04M

Mar 31, 26

+188.33K

1.29%

Stratos Wealth Partners, LTD.

1.01M

Mar 31, 26

+36.83K

1.26%

ATWOOD & PALMER INC

943.41K

Mar 31, 26

+19.32K

1.17%

ROYAL BANK OF CANADA

940.68K

Mar 31, 26

+191.45K

1.17%

Horizon Advisory Services, Inc.

901.22K

Mar 31, 26

+19.77K

1.12%

Journey Advisory Group, LLC

870.42K

Mar 31, 26

+24.54K

1.08%

Integrated Wealth Concepts LLC

809.95K

Mar 31, 26

+221.50K

1.01%

AMERIPRISE FINANCIAL INC

802.85K

Mar 31, 26

+318.47K

1.00%

MKT Advisors LLC

802.81K

Mar 31, 26

+18.51K

1.00%

Baltimore-Washington Financial Advisors, Inc.

791.73K

Mar 31, 26

+75.70K

0.98%

OneAscent Financial Services LLC

755.76K

Mar 31, 26

+755.76K

0.94%

CWM, LLC

750.30K

Mar 31, 26

+44.75K

0.93%

MOSELEY INVESTMENT MANAGEMENT INC

720.12K

Mar 31, 26

+15.92K

0.89%

BlackRock, Inc.

677.53K

Mar 31, 26

+392.98K

0.84%

Vista Private Wealth Partners. LLC

665.59K

Mar 31, 26

-84.43K

0.83%

Krilogy Financial LLC

598.92K

Mar 31, 26

+26.10K

0.74%

COMMONWEALTH EQUITY SERVICES, LLC

575.05K

Mar 31, 26

-11.74K

0.71%

TITLEIST ASSET MANAGEMENT, LLC

558.85K

Mar 31, 26

+257.86K

0.69%

STIFEL FINANCIAL CORP

554.90K

Mar 31, 26

-1.76K

0.69%

Legacy Private Trust Co.

548.09K

Mar 31, 26

-208

0.68%

Steward Partners Investment Advisory, LLC

546.82K

Mar 31, 26

+9.98K

0.68%

Scissortail Wealth Management, LLC

518.19K

Mar 31, 26

+66.81K

0.64%

Trust Co

508.96K

Mar 31, 26

+5.25K

0.63%

Wealth Management Strategies, Inc.

475.58K

Mar 31, 26

+18.98K

0.59%

SHELTON WEALTH MANAGEMENT, LLC

458.43K

Mar 31, 26

+68.86K

0.57%

MV CAPITAL MANAGEMENT, INC.

417.86K

Mar 31, 26

+120.78K

0.52%

EIGHT 31 FINANCIAL LLC

417.17K

Mar 31, 26

-7.75K

0.52%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

387.82K

Mar 31, 26

+77.60K

0.48%

ADVISOR GROUP HOLDINGS, INC.

385.04K

Mar 31, 26

+36.53K

0.48%

Snowden Capital Advisors LLC

382.40K

Mar 31, 26

-2.39K

0.48%

NewEdge Advisors, LLC

350.00K

Mar 31, 26

+14.26K

0.43%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

324.31K

Mar 31, 26

+85.93K

0.40%

Northstar Group, Inc.

323.30K

Mar 31, 26

+22.43K

0.40%

D.A. DAVIDSON & CO.

309.67K

Mar 31, 26

+16.16K

0.38%

Financial Engines Advisors L.L.C.

306.13K

Mar 31, 26

+7.31K

0.38%

Carmel Capital Partners, LLC

291.08K

Mar 31, 26

+21.22K

0.36%

Janney Montgomery Scott LLC

287.21K

Mar 31, 26

+46.77K

0.36%

Baird Financial Group, Inc.

285.03K

Mar 31, 26

+78.87K

0.35%

CENTRAL TRUST Co

284.54K

Mar 31, 26

+10.73K

0.35%

OAK FAMILY ADVISORS, LLC

274.08K

Mar 31, 26

+274.08K

0.34%

REBALANCE, LLC

268.36K

Mar 31, 26

+3.47K

0.33%

BOSTON FAMILY OFFICE LLC

265.98K

Mar 31, 26

+14.33K

0.33%

Probity Advisors, Inc.

257.74K

Mar 31, 26

-163.76K

0.32%

Independent Advisor Alliance

237.96K

Mar 31, 26

+219.67K

0.30%

BIP Wealth, LLC

229.95K

Mar 31, 26

-8.17K

0.29%

FCA CORP /TX

224.30K

Mar 31, 26

+4.54K

0.28%

Stockman Wealth Management, Inc.

223.13K

Mar 31, 26

+22.89K

0.28%

COLTON GROOME FINANCIAL ADVISORS, LLC

212.11K

Mar 31, 26

-22.96K

0.26%

Asset Dedication, LLC

208.37K

Mar 31, 26

+50.56K

0.26%

Apella Capital, LLC

194.70K

Mar 31, 26

+25.69K

0.24%

IFP Advisors, Inc

187.22K

Mar 31, 26

+2.49K

0.23%

LEAVELL INVESTMENT MANAGEMENT, INC.

178.01K

Mar 31, 26

+38.60K

0.22%

SIGNATUREFD, LLC

172.97K

Mar 31, 26

-4.63K

0.21%

Accretive Wealth Partners, LLC

162.48K

Mar 31, 26

+7.77K

0.20%

Portland Global Advisors LLC

162.16K

Mar 31, 26

+21.15K

0.20%

THOROUGHBRED FINANCIAL SERVICES, LLC

161.28K

Mar 31, 26

+2.65K

0.20%

Belpointe Asset Management LLC

160.79K

Mar 31, 26

+21.37K

0.20%

Old Port Advisors

153.01K

Mar 31, 26

+139.51K

0.19%

CHATHAM CAPITAL GROUP, INC.

147.97K

Mar 31, 26

+3.37K

0.18%

Ashton Thomas Private Wealth, LLC

147.23K

Mar 31, 26

+2.69K

0.18%

Parallel Advisors, LLC

142.90K

Mar 31, 26

+3.39K

0.18%

HOWLAND CAPITAL MANAGEMENT LLC

139.69K

Mar 31, 26

+13.87K

0.17%

Cornerstone Planning, LLC

136.35K

Mar 31, 26

+136.35K

0.17%

Allworth Financial LP

135.86K

Mar 31, 26

+360

0.17%

Lantz Financial LLC

134.80K

Mar 31, 26

+15.71K

0.17%

SCS Capital Management LLC

131.47K

Mar 31, 26

+18.00K

0.16%

Sanctuary Advisors, LLC

130.38K

Mar 31, 26

+4.67K

0.16%

THRIVENT FINANCIAL FOR LUTHERANS

127.15K

Mar 31, 26

+17.47K

0.16%

JIM SAULNIER & ASSOCIATES, LLC

126.71K

Mar 31, 26

+10.91K

0.16%

Cetera Investment Advisers

123.64K

Mar 31, 26

-7.83K

0.15%

Midwest Professional Planners, LTD.

118.83K

Mar 31, 26

+36.94K

0.15%

Capital Investment Advisors, LLC

116.52K

Mar 31, 26

-1.27K

0.14%

Atria Investments, Inc

115.22K

Mar 31, 26

+3.38K

0.14%

PARK AVENUE SECURITIES LLC

112.72K

Mar 31, 26

+5.80K

0.14%

Cambridge Investment Research Advisors, Inc.

110.38K

Mar 31, 26

+62.78K

0.14%

CAPTRUST FINANCIAL ADVISORS

108.33K

Mar 31, 26

+3.82K

0.13%

Penobscot Investment Management Company, Inc.

106.47K

Mar 31, 26

-1.82K

0.13%

TRANSCEND CAPITAL ADVISORS, LLC

106.15K

Mar 31, 26

-9.40K

0.13%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

102.92K

Mar 31, 26

-29.15K

0.13%

Hughes Financial Services, LLC

99.97K

Mar 31, 26

+1.23K

0.12%

GOULD ASSET MANAGEMENT LLC /CA/

94.33K

Mar 31, 26

+325

0.12%

TFR Capital, LLC.

92.55K

Mar 31, 26

+76.18K

0.11%

Reliant Wealth Planning

92.28K

Mar 31, 26

+670

0.11%

Essential Planning, LLC.

92.25K

Mar 31, 26

-3.36K

0.11%

Leo Wealth, LLC

91.39K

Mar 31, 26

-12.47K

0.11%

TRUIST FINANCIAL CORP

90.17K

Mar 31, 26

+1.89K

0.11%

CITADEL ADVISORS LLC

83.22K

Mar 31, 26

+83.22K

0.10%

ASSOCIATED BANC-CORP

82.55K

Mar 31, 26

-2.48K

0.10%

Modern Wealth Management, LLC

81.29K

Mar 31, 26

+12.31K

0.10%

Valmark Advisers, Inc.

79.53K

Mar 31, 26

-1.38K

0.10%

Foundry Financial Group, Inc.

76.12K

Mar 31, 26

-3.02K

0.09%

CreativeOne Wealth, LLC

71.99K

Mar 31, 26

+54.28K

0.09%

MML INVESTORS SERVICES, LLC

65.43K

Mar 31, 26

-12.05K

0.08%

KFG WEALTH MANAGEMENT, LLC

65.34K

Mar 31, 26

+6.88K

0.08%

Cerity Partners LLC

60.77K

Mar 31, 26

+34.87K

0.08%

Montecito Bank & Trust

59.37K

Mar 31, 26

-1.59K

0.07%

COLDSTREAM CAPITAL MANAGEMENT INC

59.19K

Mar 31, 26

+33.45K

0.07%

Horizons Wealth Management

51.54K

Mar 31, 26

+857

0.06%

Kerntke Otto McGlone Wealth Management Group

51.01K

Mar 31, 26

+22.82K

0.06%

GOLDMAN SACHS GROUP INC

50.33K

Mar 31, 26

+14.91K

0.06%

Compass Ion Advisors, LLC

49.72K

Mar 31, 26

+9.88K

0.06%

Mariner, LLC

49.71K

Mar 31, 26

+203

0.06%

Kestra Advisory Services, LLC

48.56K

Mar 31, 26

-1.91K

0.06%

KING LUTHER CAPITAL MANAGEMENT CORP

46.06K

Mar 31, 26

+1.62K

0.06%

MGO ONE SEVEN LLC

45.46K

Mar 31, 26

+29.68K

0.06%

Granite Harbor Advisors, Inc.

41.26K

Mar 31, 26

+608

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

40.04K

Mar 31, 26

-23.51K

0.05%

Creative Planning

39.04K

Mar 31, 26

+14.04K

0.05%

Gradient Investments LLC

38.05K

Mar 31, 26

-1.73K

0.05%

CARY STREET PARTNERS FINANCIAL LLC

37.83K

Mar 31, 26

-1.00K

0.05%

Great Diamond Partners, LLC

36.49K

Mar 31, 26

+18.86K

0.05%

DUNCKER STREETT & CO INC

36.37K

Mar 31, 26

+11.08K

0.05%

LBMC INVESTMENT ADVISORS, LLC

33.30K

Mar 31, 26

+9.01K

0.04%

Wealthspire Advisors, LLC

32.72K

Mar 31, 26

+16.53K

0.04%

HARBOUR INVESTMENTS, INC.

32.06K

Mar 31, 26

+4.59K

0.04%

Straight Path Wealth Management

31.47K

Mar 31, 26

-653

0.04%

CIBC WORLD MARKET INC.

31.06K

Mar 31, 26

+235

0.04%

Mendota Financial Group, LLC

30.91K

Mar 31, 26

+184

0.04%

Prosperity Planning, Inc.

30.33K

Mar 31, 26

+11.87K

0.04%

Stratos Wealth Advisors, LLC

29.74K

Mar 31, 26

+29.74K

0.04%

HighTower Advisors, LLC

29.47K

Mar 31, 26

-1.31K

0.04%

Koss-Olinger Consulting, LLC

28.82K

Mar 31, 26

+54

0.04%

Keeler THomas Management LLC

28.65K

Mar 31, 26

-32.37K

0.04%

TABLEAUX LLC

28.52K

Mar 31, 26

+8.38K

0.04%

Chris Bulman Inc

28.13K

Mar 31, 26

-4.18K

0.03%

BARRETT & COMPANY, INC.

28.11K

Mar 31, 26

+1.00K

0.03%

Modera Wealth Management, LLC

27.96K

Mar 31, 26

0.03%

Blake Schutter Theil Wealth Advisors, LLC

27.64K

Mar 31, 26

0.03%

Atwater Malick LLC

26.94K

Mar 31, 26

+26.94K

0.03%

Element Wealth, LLC

26.94K

Mar 31, 26

+1.71K

0.03%

Merit Financial Group, LLC

26.51K

Mar 31, 26

+115

0.03%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

26.46K

Mar 31, 26

+8.68K

0.03%

RIVERCHASE WEALTH MANAGEMENT, LLC

26.17K

Mar 31, 26

0.03%

Lido Advisors, LLC

26.11K

Mar 31, 26

+5.65K

0.03%

EVEXIA WEALTH LLC

25.39K

Mar 31, 26

+3.60K

0.03%

NATIONAL BANK OF CANADA /FI/

24.48K

Mar 31, 26

+889

0.03%

Grant Street Asset Management, Inc.

24.24K

Mar 31, 26

+144

0.03%

Wealth Advisory Solutions, LLC

23.64K

Mar 31, 26

+1.68K

0.03%

Black Maple Capital Management LP

23.25K

Mar 31, 26

+3.25K

0.03%

JOHNSON INVESTMENT COUNSEL INC

23.16K

Mar 31, 26

+23.16K

0.03%

Beacon Pointe Advisors, LLC

22.66K

Mar 31, 26

+3.42K

0.03%

Gilbert & Cook, Inc.

22.11K

Mar 31, 26

-4.70K

0.03%

Eldridge Investment Advisors, Inc.

21.87K

Mar 31, 26

+21.87K

0.03%

PRINCIPAL SECURITIES, INC.

20.45K

Mar 31, 26

-492

0.03%

Equitable Holdings, Inc.

20.43K

Mar 31, 26

+1.50K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

20.33K

Mar 31, 26

-1.81K

0.03%

Strategic Financial Concepts, LLC

20.26K

Mar 31, 26

+20.26K

0.03%

JANE STREET GROUP, LLC

19.91K

Mar 31, 26

+19.91K

0.02%

MAI Capital Management

19.83K

Mar 31, 26

-3.35K

0.02%

Madden Advisory Services, Inc.

19.66K

Mar 31, 26

+19.66K

0.02%

AQR CAPITAL MANAGEMENT LLC

19.36K

Mar 31, 26

0.02%

Heartland Bank & Trust Co

19.21K

Mar 31, 26

0.02%

Jacobi Capital Management LLC

18.72K

Mar 31, 26

+248

0.02%

Avidian Wealth Solutions, LLC

18.39K

Mar 31, 26

+18.39K

0.02%

Quantinno Capital Management LP

18.14K

Mar 31, 26

+18.14K

0.02%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

18.00K

Mar 31, 26

-18.00K

0.02%

BEACON FINANCIAL PLANNING, INC

17.97K

Mar 31, 26

+17.97K

0.02%

Savvy Advisors, Inc.

17.30K

Mar 31, 26

+4.68K

0.02%

Signature Wealth Management Group

16.91K

Mar 31, 26

0.02%

Resources Investment Advisors, LLC.

16.91K

Mar 31, 26

0.02%

Prime Capital Investment Advisors, LLC

16.56K

Mar 31, 26

+589

0.02%

Pinnacle Bancorp, Inc.

16.16K

Mar 31, 26

+671

0.02%

Kestra Investment Management, LLC

15.86K

Mar 31, 26

+181

0.02%

Opus Capital Group, LLC

15.83K

Mar 31, 26

0.02%

Crews Bank & Trust

15.78K

Mar 31, 26

+675

0.02%

Summit Wealth Partners, LLC

15.44K

Mar 31, 26

0.02%

High Note Wealth, LLC

14.96K

Mar 31, 26

+2.90K

0.02%

Spectrum Asset Management, Inc. (NB/CA)

14.69K

Mar 31, 26

+889

0.02%

KPP Advisory Services LLC

14.57K

Mar 31, 26

+1.00K

0.02%

CFS Investment Advisory Services, LLC

14.33K

Mar 31, 26

+24

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

14.32K

Mar 31, 26

+3.15K

0.02%

MISSION WEALTH MANAGEMENT, LP

14.03K

Mar 31, 26

+14.03K

0.02%

Autumn Glory Partners, LLC

13.72K

Mar 31, 26

+28

0.02%

Foundations Investment Advisors, LLC

13.55K

Mar 31, 26

+2.02K

0.02%

TOWER BRIDGE ADVISORS

13.47K

Mar 31, 26

+13.47K

0.02%

Advisory Services Network, LLC

13.28K

Mar 31, 26

+1.26K

0.02%

Raab & Moskowitz Asset Management LLC

13.23K

Mar 31, 26

+3.50K

0.02%

ALTERNA WEALTH MANAGEMENT, INC

13.17K

Mar 31, 26

+13.17K

0.02%

Yoder Wealth Management, Inc.

13.07K

Mar 31, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

12.81K

Mar 31, 26

0.02%

Alamar Capital Management, LLC

12.70K

Mar 31, 26

0.02%

LIBERTY WEALTH MANAGEMENT LLC

12.66K

Mar 31, 26

+63

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

12.40K

Mar 31, 26

+1.10K

0.02%

DecisionMap Wealth Management, LLC

11.98K

Mar 31, 26

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

11.64K

Mar 31, 26

+470

0.01%

United Community Bank

11.52K

Mar 31, 26

+11.52K

0.01%

Highland Financial Advisors, LLC

11.43K

Mar 31, 26

0.01%

Connecticut Wealth Management, LLC

11.28K

Mar 31, 26

+13

0.01%

Guidance Point Advisors, LLC

10.56K

Mar 31, 26

+540

0.01%

HANOVER ADVISORS INC

10.47K

Mar 31, 26

-98

0.01%

Conrad Siegel Investment Advisors, Inc.

9.78K

Mar 31, 26

+207

0.01%

Pensionmark Financial Group, LLC

9.63K

Mar 31, 26

+9.63K

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

8.39K

Mar 31, 26

+49

0.01%

Physician Wealth Advisors, Inc.

6.99K

Mar 31, 26

-3.49K

0.01%

Cherry Tree Wealth Management, LLC

6.04K

Mar 31, 26

0.01%

Hills Bank & Trust Co

5.32K

Mar 31, 26

+177

0.01%

FIFTH THIRD BANCORP

4.92K

Mar 31, 26

+4.92K

0.01%

Farther Finance Advisors, LLC

4.48K

Mar 31, 26

+4.48K

0.01%

CNB Bank

4.27K

Mar 31, 26

-50

0.01%

Bogart Wealth, LLC

3.37K

Mar 31, 26

0.00%

First PREMIER Bank

3.08K

Mar 31, 26

0.00%

US BANCORP \DE\

3.05K

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

2.77K

Mar 31, 26

0.00%

Hara Capital LLC

2.64K

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

1.99K

Mar 31, 26

0.00%

AE Wealth Management LLC

1.93K

Mar 31, 26

+1.65K

0.00%

Kohmann Bosshard Financial Services, LLC

1.77K

Mar 31, 26

-384

0.00%

BANK OF MONTREAL /CAN/

1.73K

Mar 31, 26

+11

0.00%

Golden State Equity Partners

1.50K

Mar 31, 26

+1.50K

0.00%

Clearstead Trust, LLC

1.33K

Mar 31, 26

0.00%

MCF Advisors LLC

1.31K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.16K

Mar 31, 26

0.00%

FMR LLC

1.11K

Mar 31, 26

-4

0.00%

Atlantic Union Bankshares Corp

1.09K

Mar 31, 26

0.00%

Atlantic Private Wealth, LLC

1.06K

Mar 31, 26

+1.06K

0.00%

Clayton Financial Group LLC

1.04K

Mar 31, 26

+20

0.00%

OLD SECOND NATIONAL BANK OF AURORA

913

Mar 31, 26

-912

0.00%

Robbins Farley

912

Mar 31, 26

-209

0.00%

HAZLETT, BURT & WATSON, INC.

796

Mar 31, 26

0.00%

Root Financial Partners, LLC

573

Mar 31, 26

+573

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

+53

0.00%

AlphaCore Capital LLC

Mar 31, 26

0.00%

NBC SECURITIES, INC.

Mar 31, 26

+50

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-103.38K

STAR Financial Bank

Mar 31, 26

-15.45K

Cyr Financial Inc.

Mar 31, 26

-9.48K

PRIVATE MANAGEMENT GROUP INC

Mar 31, 26

-9.01K

FAS Wealth Partners, Inc.

Mar 31, 26

-95

FLOW TRADERS U.S. LLC

Mar 31, 26

-9.94K

Laurel Wealth Advisors LLC

Mar 31, 26

-1.95K

RFP Financial Group LLC

Mar 31, 26

-11.66K

Global Retirement Partners, LLC

212.27K

Dec 31, 25

+51.89K

0.26%

Austin Private Wealth, LLC

35.01K

Dec 31, 25

+147

0.04%

O'Brien Wealth Partners LLC

11.32K

Dec 31, 25

+11.32K

0.01%

SageView Advisory Group, LLC

4.51K

Dec 31, 25

+4.51K

0.01%

COMERICA BANK

4.47K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

378

Dec 31, 25

+378

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-276

Pineridge Advisors LLC

236.63K

Sep 30, 25

-27.55K

0.29%

FULLCIRCLE WEALTH LLC

28.49K

Sep 30, 25

-454

0.04%

Lowe Wealth Advisors, LLC

4.22K

Sep 30, 25

0.01%

AllSquare Wealth Management LLC

3.21K

Sep 30, 25

0.00%

Exchange Capital Management, Inc.

11.18K

Jun 30, 25

+11.18K

0.01%

Safeguard Financial, LLC

9.91K

Mar 31, 25

+18

0.01%

Spectrum Wealth Counsel, LLC

5.20K

Mar 31, 25

0.01%

Raymond James Financial Services Advisors, Inc.

957.00K

Sep 30, 24

+60.13K

1.19%

RAYMOND JAMES & ASSOCIATES

205.01K

Sep 30, 24

+22.03K

0.25%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

13.05K

Sep 30, 24

+13.05K

0.02%

FinTrust Capital Advisors, LLC

1.63K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+79

0.00%

InterOcean Capital Group, LLC

1.01M

Mar 31, 24

+558.37K

1.25%

Cetera Advisor Networks LLC

23.83K

Mar 31, 24

+13.61K

0.03%

Sargent Bickham Lagudis LLC

1.00K

Dec 31, 22

+1.00K

0.00%

Farmer Steven Patrick

468.04K

Jun 30, 22

+468.04K

0.58%