iShares iBonds Dec 2028 Term Treasury ETF(IBTI)

$22.01—Stale · unknown old

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iShares iBonds Dec 2028 Term Treasury ETF(IBTI)

NASDAQ • Last print unknown ago

$22.01—Stale · unknown old

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IBTI(IBTI)

IBTI

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Institutional Ownership

Top 300 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.47M	Jun 30, 26	+52.49K	4.30%
Colony Group, LLC	3.43M	Jun 30, 26	+5.52K	4.25%
BANK OF AMERICA CORP /DE/	3.06M	Jun 30, 26	+330.79K	3.79%
Stratos Wealth Advisors, LLC	2.77M	Jun 30, 26	+2.74M	3.43%
MERCER GLOBAL ADVISORS INC /ADV	2.64M	Jun 30, 26	+232.60K	3.27%
WELLS FARGO & COMPANY/MN	1.91M	Jun 30, 26	-1.13M	2.37%
SRS Capital Advisors, Inc.	1.89M	Jun 30, 26	+1.89M	2.34%
RAYMOND JAMES FINANCIAL INC	1.82M	Jun 30, 26	-125.16K	2.26%
Integrated Wealth Concepts LLC	1.68M	Jun 30, 26	+870.04K	2.08%
BAILARD, INC.	1.44M	Jun 30, 26	+77.77K	1.78%
UBS Group AG	1.38M	Jun 30, 26	-29.34K	1.71%
Brookstone Capital Management	1.37M	Jun 30, 26	+18.40K	1.70%
Financial Advisory Corp	1.35M	Jun 30, 26	+112.58K	1.67%
ENVESTNET ASSET MANAGEMENT INC	1.34M	Jun 30, 26	+69.86K	1.66%
Heartwood Wealth Advisors LLC	1.31M	Jun 30, 26	+14.28K	1.62%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.26M	Jun 30, 26	+83.00K	1.57%
Asset Advisors Investment Management, LLC	1.22M	Jun 30, 26	+2.26K	1.51%
BlackRock, Inc.	1.19M	Jun 30, 26	+516.56K	1.48%
HM PAYSON & CO	1.18M	Jun 30, 26	+136.89K	1.47%
LPL Financial LLC	1.11M	Jun 30, 26	+69.19K	1.38%
Stratos Wealth Partners, LTD.	1.04M	Jun 30, 26	+26.05K	1.29%
ATWOOD & PALMER INC	959.38K	Jun 30, 26	+15.97K	1.19%
Horizon Advisory Services, Inc.	922.76K	Jun 30, 26	+21.54K	1.14%
Journey Advisory Group, LLC	878.74K	Jun 30, 26	+8.32K	1.09%
MKT Advisors LLC	841.61K	Jun 30, 26	+38.80K	1.04%
Baltimore-Washington Financial Advisors, Inc.	829.78K	Jun 30, 26	+38.06K	1.03%
AMERIPRISE FINANCIAL INC	804.73K	Jun 30, 26	+1.88K	1.00%
OneAscent Financial Services LLC	775.62K	Jun 30, 26	+19.86K	0.96%
Vista Private Wealth Partners. LLC	734.26K	Jun 30, 26	+68.67K	0.91%
Krilogy Financial LLC	642.97K	Jun 30, 26	+44.05K	0.80%
Legacy Private Trust Co.	580.76K	Jun 30, 26	+32.67K	0.72%
STIFEL FINANCIAL CORP	557.39K	Jun 30, 26	+2.49K	0.69%
COMMONWEALTH EQUITY SERVICES, LLC	547.01K	Jun 30, 26	-28.04K	0.68%
ROYAL BANK OF CANADA	541.58K	Jun 30, 26	-399.09K	0.67%
Scissortail Wealth Management, LLC	526.30K	Jun 30, 26	+8.11K	0.65%
Trust Co	511.06K	Jun 30, 26	+2.09K	0.63%
Wealth Management Strategies, Inc.	506.33K	Jun 30, 26	+30.75K	0.63%
SHELTON WEALTH MANAGEMENT, LLC	490.98K	Jun 30, 26	+32.55K	0.61%
BIP Wealth, LLC	488.07K	Jun 30, 26	+258.12K	0.60%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	467.06K	Jun 30, 26	+79.24K	0.58%
Carmel Capital Partners, LLC	453.56K	Jun 30, 26	+162.48K	0.56%
EIGHT 31 FINANCIAL LLC	428.47K	Jun 30, 26	+11.29K	0.53%
MV CAPITAL MANAGEMENT, INC.	424.25K	Jun 30, 26	+6.39K	0.53%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	399.15K	Jun 30, 26	+74.85K	0.49%
TITLEIST ASSET MANAGEMENT, LLC	398.12K	Jun 30, 26	-160.73K	0.49%
NewEdge Advisors, LLC	392.34K	Jun 30, 26	+42.34K	0.49%
ADVISOR GROUP HOLDINGS, INC.	391.17K	Jun 30, 26	+6.13K	0.48%
Snowden Capital Advisors LLC	378.86K	Jun 30, 26	-3.54K	0.47%
D.A. DAVIDSON & CO.	349.43K	Jun 30, 26	+39.76K	0.43%
Northstar Group, Inc.	348.64K	Jun 30, 26	+25.34K	0.43%
Baird Financial Group, Inc.	313.94K	Jun 30, 26	+28.91K	0.39%
CENTRAL TRUST Co	302.58K	Jun 30, 26	+18.05K	0.38%
Financial Engines Advisors L.L.C.	300.78K	Jun 30, 26	-5.35K	0.37%
REBALANCE, LLC	297.94K	Jun 30, 26	+29.58K	0.37%
Janney Montgomery Scott LLC	294.72K	Jun 30, 26	+7.51K	0.37%
BOSTON FAMILY OFFICE LLC	289.37K	Jun 30, 26	+23.39K	0.36%
Old Port Advisors	269.25K	Jun 30, 26	+116.24K	0.33%
Asset Dedication, LLC	249.29K	Jun 30, 26	+40.92K	0.31%
Stockman Wealth Management, Inc.	230.06K	Jun 30, 26	+6.93K	0.29%
FCA CORP /TX	228.37K	Jun 30, 26	+4.07K	0.28%
Apella Capital, LLC	217.58K	Jun 30, 26	+22.88K	0.27%
Global Retirement Partners, LLC	213.17K	Jun 30, 26	+213.17K	0.26%
IFP Advisors, Inc	210.38K	Jun 30, 26	+23.16K	0.26%
OAK FAMILY ADVISORS, LLC	199.35K	Jun 30, 26	-74.73K	0.25%
Accretive Wealth Partners, LLC	198.46K	Jun 30, 26	+35.98K	0.25%
LEAVELL INVESTMENT MANAGEMENT, INC.	191.15K	Jun 30, 26	+13.14K	0.24%
COLTON GROOME FINANCIAL ADVISORS, LLC	183.62K	Jun 30, 26	-28.50K	0.23%
SIGNATUREFD, LLC	179.96K	Jun 30, 26	+6.99K	0.22%
Portland Global Advisors LLC	175.46K	Jun 30, 26	+13.30K	0.22%
Belpointe Asset Management LLC	174.27K	Jun 30, 26	+13.48K	0.22%
HOWLAND CAPITAL MANAGEMENT LLC	165.76K	Jun 30, 26	+26.07K	0.21%
Atlantic Private Wealth, LLC	165.24K	Jun 30, 26	+164.19K	0.20%
Sanctuary Advisors, LLC	157.82K	Jun 30, 26	+27.44K	0.20%
Lantz Financial LLC	156.11K	Jun 30, 26	+21.32K	0.19%
Midwest Professional Planners, LTD.	155.91K	Jun 30, 26	+37.07K	0.19%
Parallel Advisors, LLC	154.07K	Jun 30, 26	+11.17K	0.19%
THOROUGHBRED FINANCIAL SERVICES, LLC	151.70K	Jun 30, 26	-9.57K	0.19%
CHATHAM CAPITAL GROUP, INC.	149.37K	Jun 30, 26	+1.40K	0.19%
Ashton Thomas Private Wealth, LLC	149.21K	Jun 30, 26	+1.98K	0.18%
THRIVENT FINANCIAL FOR LUTHERANS	139.43K	Jun 30, 26	+12.28K	0.17%
Cornerstone Planning, LLC	139.14K	Jun 30, 26	+2.79K	0.17%
Probity Advisors, Inc.	138.21K	Jun 30, 26	-119.53K	0.17%
Allworth Financial LP	137.67K	Jun 30, 26	+1.80K	0.17%
PARK AVENUE SECURITIES LLC	133.78K	Jun 30, 26	+21.05K	0.17%
SCS Capital Management LLC	129.89K	Jun 30, 26	-1.58K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	126.25K	Jun 30, 26	+23.34K	0.16%
JIM SAULNIER & ASSOCIATES, LLC	125.15K	Jun 30, 26	-1.56K	0.16%
Cetera Investment Advisers	121.72K	Jun 30, 26	-1.91K	0.15%
Atria Investments, Inc	120.64K	Jun 30, 26	+5.42K	0.15%
Capital Investment Advisors, LLC	119.83K	Jun 30, 26	+3.31K	0.15%
CAPTRUST FINANCIAL ADVISORS	114.45K	Jun 30, 26	+6.13K	0.14%
Astra Wealth Partners LLC	113.99K	Jun 30, 26	+113.99K	0.14%
Penobscot Investment Management Company, Inc.	106.47K	Jun 30, 26	--	0.13%
TRANSCEND CAPITAL ADVISORS, LLC	106.15K	Jun 30, 26	--	0.13%
Valmark Advisers, Inc.	105.71K	Jun 30, 26	+26.18K	0.13%
Hughes Financial Services, LLC	103.19K	Jun 30, 26	+3.22K	0.13%
GOULD ASSET MANAGEMENT LLC /CA/	96.46K	Jun 30, 26	+2.13K	0.12%
Reliant Wealth Planning	96.14K	Jun 30, 26	+3.86K	0.12%
Essential Planning, LLC.	91.47K	Jun 30, 26	-774	0.11%
TFR Capital, LLC.	89.78K	Jun 30, 26	-2.77K	0.11%
TRUIST FINANCIAL CORP	88.53K	Jun 30, 26	-1.64K	0.11%
ASSOCIATED BANC-CORP	87.51K	Jun 30, 26	+4.96K	0.11%
Montecito Bank & Trust	82.19K	Jun 30, 26	+22.82K	0.10%
MML INVESTORS SERVICES, LLC	82.06K	Jun 30, 26	+16.63K	0.10%
Foundry Financial Group, Inc.	76.88K	Jun 30, 26	+756	0.10%
KFG WEALTH MANAGEMENT, LLC	67.03K	Jun 30, 26	+1.70K	0.08%
Delta Wealth Advisors LLC	66.77K	Jun 30, 26	+13.28K	0.08%
Basepoint Wealth LLC	66.66K	Jun 30, 26	+43.79K	0.08%
Creative Planning	66.53K	Jun 30, 26	+27.49K	0.08%
Kerntke Otto McGlone Wealth Management Group	64.25K	Jun 30, 26	+13.23K	0.08%
CITADEL ADVISORS LLC	64.17K	Jun 30, 26	-19.06K	0.08%
Cambridge Investment Research Advisors, Inc.	60.41K	Jun 30, 26	-49.98K	0.07%
PFG Advisors	60.13K	Jun 30, 26	+60.13K	0.07%
SUMMITPOINT CAPITAL MANAGEMENT	58.84K	Jun 30, 26	-20.38K	0.07%
COLDSTREAM CAPITAL MANAGEMENT INC	58.17K	Jun 30, 26	-1.02K	0.07%
GOLDMAN SACHS GROUP INC	57.37K	Jun 30, 26	+7.04K	0.07%
MGO ONE SEVEN LLC	54.48K	Jun 30, 26	+9.02K	0.07%
Great Diamond Partners, LLC	52.54K	Jun 30, 26	+16.05K	0.07%
NewSquare Capital LLC	52.40K	Jun 30, 26	+52.40K	0.06%
Cerity Partners LLC	51.77K	Jun 30, 26	-9.00K	0.06%
Compass Ion Advisors, LLC	49.72K	Jun 30, 26	--	0.06%
Kestra Advisory Services, LLC	49.70K	Jun 30, 26	+1.14K	0.06%
Matthew Goff Investment Advisor, LLC	47.96K	Jun 30, 26	+47.96K	0.06%
KING LUTHER CAPITAL MANAGEMENT CORP	46.06K	Jun 30, 26	--	0.06%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	44.56K	Jun 30, 26	+18.10K	0.06%
Atwater Malick LLC	40.90K	Jun 30, 26	+13.95K	0.05%
Mariner, LLC	40.20K	Jun 30, 26	-9.51K	0.05%
Gradient Investments LLC	39.38K	Jun 30, 26	+1.34K	0.05%
BARRETT & COMPANY, INC.	38.63K	Jun 30, 26	+10.52K	0.05%
DUNCKER STREETT & CO INC	36.71K	Jun 30, 26	+341	0.05%
Prosperity Planning, Inc.	34.85K	Jun 30, 26	+4.52K	0.04%
Lido Advisors, LLC	33.51K	Jun 30, 26	+7.41K	0.04%
LBMC INVESTMENT ADVISORS, LLC	33.38K	Jun 30, 26	+86	0.04%
Wealthspire Advisors, LLC	33.17K	Jun 30, 26	+452	0.04%
Merit Financial Group, LLC	32.89K	Jun 30, 26	+6.38K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	32.62K	Jun 30, 26	-5.22K	0.04%
HARBOUR INVESTMENTS, INC.	32.36K	Jun 30, 26	+300	0.04%
Straight Path Wealth Management	32.32K	Jun 30, 26	+853	0.04%
HighTower Advisors, LLC	31.82K	Jun 30, 26	+2.35K	0.04%
Mendota Financial Group, LLC	31.20K	Jun 30, 26	+289	0.04%
NATIONAL BANK OF CANADA /FI/	30.98K	Jun 30, 26	+6.50K	0.04%
CIBC WORLD MARKET INC.	30.91K	Jun 30, 26	-149	0.04%
RIVERCHASE WEALTH MANAGEMENT, LLC	29.79K	Jun 30, 26	+3.61K	0.04%
Koss-Olinger Consulting, LLC	29.00K	Jun 30, 26	+180	0.04%
Wealth Advisory Solutions, LLC	28.55K	Jun 30, 26	+4.91K	0.04%
Granite Harbor Advisors, Inc.	28.20K	Jun 30, 26	-13.06K	0.03%
Modera Wealth Management, LLC	27.96K	Jun 30, 26	--	0.03%
Independent Advisor Alliance	27.93K	Jun 30, 26	-210.02K	0.03%
Blake Schutter Theil Wealth Advisors, LLC	27.64K	Jun 30, 26	--	0.03%
Black Maple Capital Management LP	27.25K	Jun 30, 26	+4.00K	0.03%
Modern Wealth Management, LLC	26.84K	Jun 30, 26	-54.45K	0.03%
MISSION WEALTH MANAGEMENT, LP	26.77K	Jun 30, 26	+12.75K	0.03%
Element Wealth, LLC	26.69K	Jun 30, 26	-247	0.03%
Beacon Pointe Advisors, LLC	26.62K	Jun 30, 26	+3.96K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	25.15K	Jun 30, 26	+4.83K	0.03%
TABLEAUX LLC	25.13K	Jun 30, 26	-3.39K	0.03%
Chris Bulman Inc	24.94K	Jun 30, 26	-3.19K	0.03%
AQR CAPITAL MANAGEMENT LLC	24.86K	Jun 30, 26	+5.50K	0.03%
Grant Street Asset Management, Inc.	24.47K	Jun 30, 26	+227	0.03%
FIFTH THIRD BANCORP	24.07K	Jun 30, 26	+19.15K	0.03%
Keeler THomas Management LLC	23.52K	Jun 30, 26	-5.14K	0.03%
JOHNSON INVESTMENT COUNSEL INC	23.16K	Jun 30, 26	--	0.03%
Gilbert & Cook, Inc.	22.11K	Jun 30, 26	--	0.03%
Daybright Advisory Services, Inc.	21.24K	Jun 30, 26	+262	0.03%
Equitable Holdings, Inc.	21.23K	Jun 30, 26	+790	0.03%
Madden Advisory Services, Inc.	20.66K	Jun 30, 26	+998	0.03%
Strategic Financial Concepts, LLC	20.26K	Jun 30, 26	--	0.03%
Avidian Wealth Solutions, LLC	19.98K	Jun 30, 26	+1.58K	0.02%
PRINCIPAL SECURITIES, INC.	19.27K	Jun 30, 26	-1.17K	0.02%
Heartland Bank & Trust Co	19.21K	Jun 30, 26	--	0.02%
Jacobi Capital Management LLC	18.84K	Jun 30, 26	+114	0.02%
BEACON FINANCIAL PLANNING, INC	18.08K	Jun 30, 26	+108	0.02%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	18.00K	Jun 30, 26	--	0.02%
Prime Capital Investment Advisors, LLC	17.84K	Jun 30, 26	+1.28K	0.02%
Walleye Partners, LLC	17.42K	Jun 30, 26	+162	0.02%
CreativeOne Wealth, LLC	17.41K	Jun 30, 26	-54.58K	0.02%
Advisory Services Network, LLC	17.24K	Jun 30, 26	+3.96K	0.02%
Kestra Investment Management, LLC	16.58K	Jun 30, 26	+725	0.02%
Autumn Glory Partners, LLC	16.48K	Jun 30, 26	+2.76K	0.02%
DecisionMap Wealth Management, LLC	16.25K	Jun 30, 26	+4.27K	0.02%
Pinnacle Bancorp, Inc.	16.16K	Jun 30, 26	--	0.02%
Resources Investment Advisors, LLC.	16.07K	Jun 30, 26	-842	0.02%
Opus Capital Group, LLC	15.83K	Jun 30, 26	--	0.02%
Crews Bank & Trust	15.78K	Jun 30, 26	--	0.02%
Summit Wealth Partners, LLC	15.44K	Jun 30, 26	--	0.02%
Trinity Wealth Management, LLC	15.39K	Jun 30, 26	--	0.02%
Steward Partners Investment Advisory, LLC	15.14K	Jun 30, 26	-531.68K	0.02%
Single Point Partners, LLC	15.00K	Jun 30, 26	+15.00K	0.02%
Community Financial Services Group, LLC	14.99K	Jun 30, 26	+14.99K	0.02%
High Note Wealth, LLC	14.96K	Jun 30, 26	--	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	14.70K	Jun 30, 26	+2.29K	0.02%
Yoder Wealth Management, Inc.	14.47K	Jun 30, 26	+1.40K	0.02%
CFS Investment Advisory Services, LLC	14.33K	Jun 30, 26	--	0.02%
KPP Advisory Services LLC	14.24K	Jun 30, 26	-335	0.02%
Spectrum Asset Management, Inc. (NB/CA)	14.09K	Jun 30, 26	-598	0.02%
Old Mission Investment Co LLC	13.70K	Jun 30, 26	+13.70K	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	13.45K	Jun 30, 26	-872	0.02%
ALTERNA WEALTH MANAGEMENT, INC	13.38K	Jun 30, 26	+206	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	12.82K	Jun 30, 26	+4	0.02%
Raab & Moskowitz Asset Management LLC	12.75K	Jun 30, 26	-489	0.02%
Physician Wealth Advisors, Inc.	12.74K	Jun 30, 26	+5.75K	0.02%
MAI Capital Management	12.71K	Jun 30, 26	-7.12K	0.02%
McGuire Investment Group, LLC	12.70K	Jun 30, 26	+12.70K	0.02%
Alamar Capital Management, LLC	12.70K	Jun 30, 26	--	0.02%
LIBERTY WEALTH MANAGEMENT LLC	12.66K	Jun 30, 26	--	0.02%
MILESTONE ASSET MANAGEMENT, LLC	12.57K	Jun 30, 26	+12.57K	0.02%
Savvy Advisors, Inc.	12.56K	Jun 30, 26	-4.74K	0.02%
Vestmark Advisory Solutions, Inc.	11.66K	Jun 30, 26	+11.66K	0.01%
BLUE SQUARE ASSET MANAGEMENT, LLC	11.64K	Jun 30, 26	--	0.01%
Foundations Investment Advisors, LLC	11.54K	Jun 30, 26	-2.00K	0.01%
Cambridge Financial Group, LLC	11.50K	Jun 30, 26	--	0.01%
Highland Financial Advisors, LLC	11.43K	Jun 30, 26	--	0.01%
Connecticut Wealth Management, LLC	11.30K	Jun 30, 26	+22	0.01%
Commonwealth Financial Services, LLC	11.22K	Jun 30, 26	+11.22K	0.01%
United Community Bank	11.07K	Jun 30, 26	-450	0.01%
HANOVER ADVISORS INC	10.95K	Jun 30, 26	+482	0.01%
Visionary Wealth Advisors	10.92K	Jun 30, 26	+10.92K	0.01%
Guidance Point Advisors, LLC	10.80K	Jun 30, 26	+245	0.01%
CGN Advisors LLC	10.63K	Jun 30, 26	+42	0.01%
XY Planning Network, Inc.	10.63K	Jun 30, 26	+10.63K	0.01%
Alessandra Capital Management, LLC	10.60K	Jun 30, 26	+10.60K	0.01%
SageView Advisory Group, LLC	10.15K	Jun 30, 26	+10.15K	0.01%
Conrad Siegel Investment Advisors, Inc.	10.10K	Jun 30, 26	+318	0.01%
Pensionmark Financial Group, LLC	9.63K	Jun 30, 26	--	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	8.47K	Jun 30, 26	+79	0.01%
MATHER GROUP, LLC.	7.64K	Jun 30, 26	+7.64K	0.01%
FIDUCIARY FINANCIAL ADVISORS	7.20K	Jun 30, 26	+7.20K	0.01%
Farther Finance Advisors, LLC	6.79K	Jun 30, 26	+2.30K	0.01%
Hills Bank & Trust Co	5.40K	Jun 30, 26	+86	0.01%
Key FInancial Inc	4.88K	Jun 30, 26	+4.88K	0.01%
CNB Bank	4.44K	Jun 30, 26	+173	0.01%
Bogart Wealth, LLC	3.37K	Jun 30, 26	+2	0.00%
First PREMIER Bank	3.08K	Jun 30, 26	--	0.00%
US BANCORP \DE\	3.05K	Jun 30, 26	--	0.00%
NBH Bank	2.77K	Jun 30, 26	+2.77K	0.00%
Hara Capital LLC	2.64K	Jun 30, 26	--	0.00%
Longview Financial Advisors LLC	2.54K	Jun 30, 26	+2.54K	0.00%
IFG Advisory, LLC	2.40K	Jun 30, 26	+2.40K	0.00%
BANK OF MONTREAL /CAN/	2.30K	Jun 30, 26	+569	0.00%
Atlantic Union Bankshares Corp	2.27K	Jun 30, 26	+1.17K	0.00%
MCF Advisors LLC	2.26K	Jun 30, 26	+949	0.00%
Ronald Blue Trust, Inc.	2.13K	Jun 30, 26	+2.13K	0.00%
Mascoma Wealth Management LLC	1.99K	Jun 30, 26	--	0.00%
AE Wealth Management LLC	1.93K	Jun 30, 26	--	0.00%
Clearstead Trust, LLC	1.33K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.16K	Jun 30, 26	--	0.00%
FMR LLC	1.13K	Jun 30, 26	+20	0.00%
OLD SECOND NATIONAL BANK OF AURORA	913	Jun 30, 26	--	0.00%
Robbins Farley	912	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	715	Jun 30, 26	+715	0.00%
Capital Investment Advisory Services, LLC	680	Jun 30, 26	+680	0.00%
GILPIN WEALTH MANAGEMENT, LLC	379	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	306	Jun 30, 26	+306	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	63	Jun 30, 26	--	0.00%
Larson Financial Group LLC	53	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	51	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	26	Jun 30, 26	-24	0.00%
JPMORGAN CHASE & CO	7	Jun 30, 26	--	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-573	--
Collaborative Fund Advisors, LLC	--	Jun 30, 26	-144.00K	--
Rockefeller Capital Management L.P.	--	Jun 30, 26	-7	--
TOWER BRIDGE ADVISORS	--	Jun 30, 26	-13.47K	--
Quantinno Capital Management LP	--	Jun 30, 26	-18.14K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-19.91K	--
Golden State Equity Partners	--	Jun 30, 26	-1.50K	--
Clayton Financial Group LLC	--	Jun 30, 26	-1.04K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-40.04K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-1.77K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-796	--
EASTERN BANK	--	Jun 30, 26	-950	--
EVEXIA WEALTH LLC	--	Jun 30, 26	-25.39K	--
Eldridge Investment Advisors, Inc.	--	Jun 30, 26	-21.87K	--
CWM, LLC	750.30K	Mar 31, 26	+44.75K	0.93%
MOSELEY INVESTMENT MANAGEMENT INC	720.12K	Mar 31, 26	+15.92K	0.89%
Leo Wealth, LLC	91.39K	Mar 31, 26	-12.47K	0.11%
Horizons Wealth Management	51.54K	Mar 31, 26	+857	0.06%
Signature Wealth Management Group	16.91K	Mar 31, 26	--	0.02%
Cherry Tree Wealth Management, LLC	6.04K	Mar 31, 26	--	0.01%
Bank of Jackson Hole Trust	2.77K	Mar 31, 26	--	0.00%
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%
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%

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Holder

Date

Change

% Held

MORGAN STANLEY

3.47M

Jun 30, 26

+52.49K

4.30%

Colony Group, LLC

3.43M

Jun 30, 26

+5.52K

4.25%

BANK OF AMERICA CORP /DE/

3.06M

Jun 30, 26

+330.79K

3.79%

Stratos Wealth Advisors, LLC

2.77M

Jun 30, 26

+2.74M

3.43%

MERCER GLOBAL ADVISORS INC /ADV

2.64M

Jun 30, 26

+232.60K

3.27%

WELLS FARGO & COMPANY/MN

1.91M

Jun 30, 26

-1.13M

2.37%

SRS Capital Advisors, Inc.

1.89M

Jun 30, 26

+1.89M

2.34%

RAYMOND JAMES FINANCIAL INC

1.82M

Jun 30, 26

-125.16K

2.26%

Integrated Wealth Concepts LLC

1.68M

Jun 30, 26

+870.04K

2.08%

BAILARD, INC.

1.44M

Jun 30, 26

+77.77K

1.78%

UBS Group AG

1.38M

Jun 30, 26

-29.34K

1.71%

Brookstone Capital Management

1.37M

Jun 30, 26

+18.40K

1.70%

Financial Advisory Corp

1.35M

Jun 30, 26

+112.58K

1.67%

ENVESTNET ASSET MANAGEMENT INC

1.34M

Jun 30, 26

+69.86K

1.66%

Heartwood Wealth Advisors LLC

1.31M

Jun 30, 26

+14.28K

1.62%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.26M

Jun 30, 26

+83.00K

1.57%

Asset Advisors Investment Management, LLC

1.22M

Jun 30, 26

+2.26K

1.51%

BlackRock, Inc.

1.19M

Jun 30, 26

+516.56K

1.48%

HM PAYSON & CO

1.18M

Jun 30, 26

+136.89K

1.47%

LPL Financial LLC

1.11M

Jun 30, 26

+69.19K

1.38%

Stratos Wealth Partners, LTD.

1.04M

Jun 30, 26

+26.05K

1.29%

ATWOOD & PALMER INC

959.38K

Jun 30, 26

+15.97K

1.19%

Horizon Advisory Services, Inc.

922.76K

Jun 30, 26

+21.54K

1.14%

Journey Advisory Group, LLC

878.74K

Jun 30, 26

+8.32K

1.09%

MKT Advisors LLC

841.61K

Jun 30, 26

+38.80K

1.04%

Baltimore-Washington Financial Advisors, Inc.

829.78K

Jun 30, 26

+38.06K

1.03%

AMERIPRISE FINANCIAL INC

804.73K

Jun 30, 26

+1.88K

1.00%

OneAscent Financial Services LLC

775.62K

Jun 30, 26

+19.86K

0.96%

Vista Private Wealth Partners. LLC

734.26K

Jun 30, 26

+68.67K

0.91%

Krilogy Financial LLC

642.97K

Jun 30, 26

+44.05K

0.80%

Legacy Private Trust Co.

580.76K

Jun 30, 26

+32.67K

0.72%

STIFEL FINANCIAL CORP

557.39K

Jun 30, 26

+2.49K

0.69%

COMMONWEALTH EQUITY SERVICES, LLC

547.01K

Jun 30, 26

-28.04K

0.68%

ROYAL BANK OF CANADA

541.58K

Jun 30, 26

-399.09K

0.67%

Scissortail Wealth Management, LLC

526.30K

Jun 30, 26

+8.11K

0.65%

Trust Co

511.06K

Jun 30, 26

+2.09K

0.63%

Wealth Management Strategies, Inc.

506.33K

Jun 30, 26

+30.75K

0.63%

SHELTON WEALTH MANAGEMENT, LLC

490.98K

Jun 30, 26

+32.55K

0.61%

BIP Wealth, LLC

488.07K

Jun 30, 26

+258.12K

0.60%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

467.06K

Jun 30, 26

+79.24K

0.58%

Carmel Capital Partners, LLC

453.56K

Jun 30, 26

+162.48K

0.56%

EIGHT 31 FINANCIAL LLC

428.47K

Jun 30, 26

+11.29K

0.53%

MV CAPITAL MANAGEMENT, INC.

424.25K

Jun 30, 26

+6.39K

0.53%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

399.15K

Jun 30, 26

+74.85K

0.49%

TITLEIST ASSET MANAGEMENT, LLC

398.12K

Jun 30, 26

-160.73K

0.49%

NewEdge Advisors, LLC

392.34K

Jun 30, 26

+42.34K

0.49%

ADVISOR GROUP HOLDINGS, INC.

391.17K

Jun 30, 26

+6.13K

0.48%

Snowden Capital Advisors LLC

378.86K

Jun 30, 26

-3.54K

0.47%

D.A. DAVIDSON & CO.

349.43K

Jun 30, 26

+39.76K

0.43%

Northstar Group, Inc.

348.64K

Jun 30, 26

+25.34K

0.43%

Baird Financial Group, Inc.

313.94K

Jun 30, 26

+28.91K

0.39%

CENTRAL TRUST Co

302.58K

Jun 30, 26

+18.05K

0.38%

Financial Engines Advisors L.L.C.

300.78K

Jun 30, 26

-5.35K

0.37%

REBALANCE, LLC

297.94K

Jun 30, 26

+29.58K

0.37%

Janney Montgomery Scott LLC

294.72K

Jun 30, 26

+7.51K

0.37%

BOSTON FAMILY OFFICE LLC

289.37K

Jun 30, 26

+23.39K

0.36%

Old Port Advisors

269.25K

Jun 30, 26

+116.24K

0.33%

Asset Dedication, LLC

249.29K

Jun 30, 26

+40.92K

0.31%

Stockman Wealth Management, Inc.

230.06K

Jun 30, 26

+6.93K

0.29%

FCA CORP /TX

228.37K

Jun 30, 26

+4.07K

0.28%

Apella Capital, LLC

217.58K

Jun 30, 26

+22.88K

0.27%

Global Retirement Partners, LLC

213.17K

Jun 30, 26

+213.17K

0.26%

IFP Advisors, Inc

210.38K

Jun 30, 26

+23.16K

0.26%

OAK FAMILY ADVISORS, LLC

199.35K

Jun 30, 26

-74.73K

0.25%

Accretive Wealth Partners, LLC

198.46K

Jun 30, 26

+35.98K

0.25%

LEAVELL INVESTMENT MANAGEMENT, INC.

191.15K

Jun 30, 26

+13.14K

0.24%

COLTON GROOME FINANCIAL ADVISORS, LLC

183.62K

Jun 30, 26

-28.50K

0.23%

SIGNATUREFD, LLC

179.96K

Jun 30, 26

+6.99K

0.22%

Portland Global Advisors LLC

175.46K

Jun 30, 26

+13.30K

0.22%

Belpointe Asset Management LLC

174.27K

Jun 30, 26

+13.48K

0.22%

HOWLAND CAPITAL MANAGEMENT LLC

165.76K

Jun 30, 26

+26.07K

0.21%

Atlantic Private Wealth, LLC

165.24K

Jun 30, 26

+164.19K

0.20%

Sanctuary Advisors, LLC

157.82K

Jun 30, 26

+27.44K

0.20%

Lantz Financial LLC

156.11K

Jun 30, 26

+21.32K

0.19%

Midwest Professional Planners, LTD.

155.91K

Jun 30, 26

+37.07K

0.19%

Parallel Advisors, LLC

154.07K

Jun 30, 26

+11.17K

0.19%

THOROUGHBRED FINANCIAL SERVICES, LLC

151.70K

Jun 30, 26

-9.57K

0.19%

CHATHAM CAPITAL GROUP, INC.

149.37K

Jun 30, 26

+1.40K

0.19%

Ashton Thomas Private Wealth, LLC

149.21K

Jun 30, 26

+1.98K

0.18%

THRIVENT FINANCIAL FOR LUTHERANS

139.43K

Jun 30, 26

+12.28K

0.17%

Cornerstone Planning, LLC

139.14K

Jun 30, 26

+2.79K

0.17%

Probity Advisors, Inc.

138.21K

Jun 30, 26

-119.53K

0.17%

Allworth Financial LP

137.67K

Jun 30, 26

+1.80K

0.17%

PARK AVENUE SECURITIES LLC

133.78K

Jun 30, 26

+21.05K

0.17%

SCS Capital Management LLC

129.89K

Jun 30, 26

-1.58K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

126.25K

Jun 30, 26

+23.34K

0.16%

JIM SAULNIER & ASSOCIATES, LLC

125.15K

Jun 30, 26

-1.56K

0.16%

Cetera Investment Advisers

121.72K

Jun 30, 26

-1.91K

0.15%

Atria Investments, Inc

120.64K

Jun 30, 26

+5.42K

0.15%

Capital Investment Advisors, LLC

119.83K

Jun 30, 26

+3.31K

0.15%

CAPTRUST FINANCIAL ADVISORS

114.45K

Jun 30, 26

+6.13K

0.14%

Astra Wealth Partners LLC

113.99K

Jun 30, 26

+113.99K

0.14%

Penobscot Investment Management Company, Inc.

106.47K

Jun 30, 26

0.13%

TRANSCEND CAPITAL ADVISORS, LLC

106.15K

Jun 30, 26

0.13%

Valmark Advisers, Inc.

105.71K

Jun 30, 26

+26.18K

0.13%

Hughes Financial Services, LLC

103.19K

Jun 30, 26

+3.22K

0.13%

GOULD ASSET MANAGEMENT LLC /CA/

96.46K

Jun 30, 26

+2.13K

0.12%

Reliant Wealth Planning

96.14K

Jun 30, 26

+3.86K

0.12%

Essential Planning, LLC.

91.47K

Jun 30, 26

-774

0.11%

TFR Capital, LLC.

89.78K

Jun 30, 26

-2.77K

0.11%

TRUIST FINANCIAL CORP

88.53K

Jun 30, 26

-1.64K

0.11%

ASSOCIATED BANC-CORP

87.51K

Jun 30, 26

+4.96K

0.11%

Montecito Bank & Trust

82.19K

Jun 30, 26

+22.82K

0.10%

MML INVESTORS SERVICES, LLC

82.06K

Jun 30, 26

+16.63K

0.10%

Foundry Financial Group, Inc.

76.88K

Jun 30, 26

+756

0.10%

KFG WEALTH MANAGEMENT, LLC

67.03K

Jun 30, 26

+1.70K

0.08%

Delta Wealth Advisors LLC

66.77K

Jun 30, 26

+13.28K

0.08%

Basepoint Wealth LLC

66.66K

Jun 30, 26

+43.79K

0.08%

Creative Planning

66.53K

Jun 30, 26

+27.49K

0.08%

Kerntke Otto McGlone Wealth Management Group

64.25K

Jun 30, 26

+13.23K

0.08%

CITADEL ADVISORS LLC

64.17K

Jun 30, 26

-19.06K

0.08%

Cambridge Investment Research Advisors, Inc.

60.41K

Jun 30, 26

-49.98K

0.07%

PFG Advisors

60.13K

Jun 30, 26

+60.13K

0.07%

SUMMITPOINT CAPITAL MANAGEMENT

58.84K

Jun 30, 26

-20.38K

0.07%

COLDSTREAM CAPITAL MANAGEMENT INC

58.17K

Jun 30, 26

-1.02K

0.07%

GOLDMAN SACHS GROUP INC

57.37K

Jun 30, 26

+7.04K

0.07%

MGO ONE SEVEN LLC

54.48K

Jun 30, 26

+9.02K

0.07%

Great Diamond Partners, LLC

52.54K

Jun 30, 26

+16.05K

0.07%

NewSquare Capital LLC

52.40K

Jun 30, 26

+52.40K

0.06%

Cerity Partners LLC

51.77K

Jun 30, 26

-9.00K

0.06%

Compass Ion Advisors, LLC

49.72K

Jun 30, 26

0.06%

Kestra Advisory Services, LLC

49.70K

Jun 30, 26

+1.14K

0.06%

Matthew Goff Investment Advisor, LLC

47.96K

Jun 30, 26

+47.96K

0.06%

KING LUTHER CAPITAL MANAGEMENT CORP

46.06K

Jun 30, 26

0.06%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

44.56K

Jun 30, 26

+18.10K

0.06%

Atwater Malick LLC

40.90K

Jun 30, 26

+13.95K

0.05%

Mariner, LLC

40.20K

Jun 30, 26

-9.51K

0.05%

Gradient Investments LLC

39.38K

Jun 30, 26

+1.34K

0.05%

BARRETT & COMPANY, INC.

38.63K

Jun 30, 26

+10.52K

0.05%

DUNCKER STREETT & CO INC

36.71K

Jun 30, 26

+341

0.05%

Prosperity Planning, Inc.

34.85K

Jun 30, 26

+4.52K

0.04%

Lido Advisors, LLC

33.51K

Jun 30, 26

+7.41K

0.04%

LBMC INVESTMENT ADVISORS, LLC

33.38K

Jun 30, 26

+86

0.04%

Wealthspire Advisors, LLC

33.17K

Jun 30, 26

+452

0.04%

Merit Financial Group, LLC

32.89K

Jun 30, 26

+6.38K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

32.62K

Jun 30, 26

-5.22K

0.04%

HARBOUR INVESTMENTS, INC.

32.36K

Jun 30, 26

+300

0.04%

Straight Path Wealth Management

32.32K

Jun 30, 26

+853

0.04%

HighTower Advisors, LLC

31.82K

Jun 30, 26

+2.35K

0.04%

Mendota Financial Group, LLC

31.20K

Jun 30, 26

+289

0.04%

NATIONAL BANK OF CANADA /FI/

30.98K

Jun 30, 26

+6.50K

0.04%

CIBC WORLD MARKET INC.

30.91K

Jun 30, 26

-149

0.04%

RIVERCHASE WEALTH MANAGEMENT, LLC

29.79K

Jun 30, 26

+3.61K

0.04%

Koss-Olinger Consulting, LLC

29.00K

Jun 30, 26

+180

0.04%

Wealth Advisory Solutions, LLC

28.55K

Jun 30, 26

+4.91K

0.04%

Granite Harbor Advisors, Inc.

28.20K

Jun 30, 26

-13.06K

0.03%

Modera Wealth Management, LLC

27.96K

Jun 30, 26

0.03%

Independent Advisor Alliance

27.93K

Jun 30, 26

-210.02K

0.03%

Blake Schutter Theil Wealth Advisors, LLC

27.64K

Jun 30, 26

0.03%

Black Maple Capital Management LP

27.25K

Jun 30, 26

+4.00K

0.03%

Modern Wealth Management, LLC

26.84K

Jun 30, 26

-54.45K

0.03%

MISSION WEALTH MANAGEMENT, LP

26.77K

Jun 30, 26

+12.75K

0.03%

Element Wealth, LLC

26.69K

Jun 30, 26

-247

0.03%

Beacon Pointe Advisors, LLC

26.62K

Jun 30, 26

+3.96K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

25.15K

Jun 30, 26

+4.83K

0.03%

TABLEAUX LLC

25.13K

Jun 30, 26

-3.39K

0.03%

Chris Bulman Inc

24.94K

Jun 30, 26

-3.19K

0.03%

AQR CAPITAL MANAGEMENT LLC

24.86K

Jun 30, 26

+5.50K

0.03%

Grant Street Asset Management, Inc.

24.47K

Jun 30, 26

+227

0.03%

FIFTH THIRD BANCORP

24.07K

Jun 30, 26

+19.15K

0.03%

Keeler THomas Management LLC

23.52K

Jun 30, 26

-5.14K

0.03%

JOHNSON INVESTMENT COUNSEL INC

23.16K

Jun 30, 26

0.03%

Gilbert & Cook, Inc.

22.11K

Jun 30, 26

0.03%

Daybright Advisory Services, Inc.

21.24K

Jun 30, 26

+262

0.03%

Equitable Holdings, Inc.

21.23K

Jun 30, 26

+790

0.03%

Madden Advisory Services, Inc.

20.66K

Jun 30, 26

+998

0.03%

Strategic Financial Concepts, LLC

20.26K

Jun 30, 26

0.03%

Avidian Wealth Solutions, LLC

19.98K

Jun 30, 26

+1.58K

0.02%

PRINCIPAL SECURITIES, INC.

19.27K

Jun 30, 26

-1.17K

0.02%

Heartland Bank & Trust Co

19.21K

Jun 30, 26

0.02%

Jacobi Capital Management LLC

18.84K

Jun 30, 26

+114

0.02%

BEACON FINANCIAL PLANNING, INC

18.08K

Jun 30, 26

+108

0.02%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

18.00K

Jun 30, 26

0.02%

Prime Capital Investment Advisors, LLC

17.84K

Jun 30, 26

+1.28K

0.02%

Walleye Partners, LLC

17.42K

Jun 30, 26

+162

0.02%

CreativeOne Wealth, LLC

17.41K

Jun 30, 26

-54.58K

0.02%

Advisory Services Network, LLC

17.24K

Jun 30, 26

+3.96K

0.02%

Kestra Investment Management, LLC

16.58K

Jun 30, 26

+725

0.02%

Autumn Glory Partners, LLC

16.48K

Jun 30, 26

+2.76K

0.02%

DecisionMap Wealth Management, LLC

16.25K

Jun 30, 26

+4.27K

0.02%

Pinnacle Bancorp, Inc.

16.16K

Jun 30, 26

0.02%

Resources Investment Advisors, LLC.

16.07K

Jun 30, 26

-842

0.02%

Opus Capital Group, LLC

15.83K

Jun 30, 26

0.02%

Crews Bank & Trust

15.78K

Jun 30, 26

0.02%

Summit Wealth Partners, LLC

15.44K

Jun 30, 26

0.02%

Trinity Wealth Management, LLC

15.39K

Jun 30, 26

0.02%

Steward Partners Investment Advisory, LLC

15.14K

Jun 30, 26

-531.68K

0.02%

Single Point Partners, LLC

15.00K

Jun 30, 26

+15.00K

0.02%

Community Financial Services Group, LLC

14.99K

Jun 30, 26

+14.99K

0.02%

High Note Wealth, LLC

14.96K

Jun 30, 26

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

14.70K

Jun 30, 26

+2.29K

0.02%

Yoder Wealth Management, Inc.

14.47K

Jun 30, 26

+1.40K

0.02%

CFS Investment Advisory Services, LLC

14.33K

Jun 30, 26

0.02%

KPP Advisory Services LLC

14.24K

Jun 30, 26

-335

0.02%

Spectrum Asset Management, Inc. (NB/CA)

14.09K

Jun 30, 26

-598

0.02%

Old Mission Investment Co LLC

13.70K

Jun 30, 26

+13.70K

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

13.45K

Jun 30, 26

-872

0.02%

ALTERNA WEALTH MANAGEMENT, INC

13.38K

Jun 30, 26

+206

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

12.82K

Jun 30, 26

0.02%

Raab & Moskowitz Asset Management LLC

12.75K

Jun 30, 26

-489

0.02%

Physician Wealth Advisors, Inc.

12.74K

Jun 30, 26

+5.75K

0.02%

MAI Capital Management

12.71K

Jun 30, 26

-7.12K

0.02%

McGuire Investment Group, LLC

12.70K

Jun 30, 26

+12.70K

0.02%

Alamar Capital Management, LLC

12.70K

Jun 30, 26

0.02%

LIBERTY WEALTH MANAGEMENT LLC

12.66K

Jun 30, 26

0.02%

MILESTONE ASSET MANAGEMENT, LLC

12.57K

Jun 30, 26

+12.57K

0.02%

Savvy Advisors, Inc.

12.56K

Jun 30, 26

-4.74K

0.02%

Vestmark Advisory Solutions, Inc.

11.66K

Jun 30, 26

+11.66K

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

11.64K

Jun 30, 26

0.01%

Foundations Investment Advisors, LLC

11.54K

Jun 30, 26

-2.00K

0.01%

Cambridge Financial Group, LLC

11.50K

Jun 30, 26

0.01%

Highland Financial Advisors, LLC

11.43K

Jun 30, 26

0.01%

Connecticut Wealth Management, LLC

11.30K

Jun 30, 26

+22

0.01%

Commonwealth Financial Services, LLC

11.22K

Jun 30, 26

+11.22K

0.01%

United Community Bank

11.07K

Jun 30, 26

-450

0.01%

HANOVER ADVISORS INC

10.95K

Jun 30, 26

+482

0.01%

Visionary Wealth Advisors

10.92K

Jun 30, 26

+10.92K

0.01%

Guidance Point Advisors, LLC

10.80K

Jun 30, 26

+245

0.01%

CGN Advisors LLC

10.63K

Jun 30, 26

+42

0.01%

XY Planning Network, Inc.

10.63K

Jun 30, 26

+10.63K

0.01%

Alessandra Capital Management, LLC

10.60K

Jun 30, 26

+10.60K

0.01%

SageView Advisory Group, LLC

10.15K

Jun 30, 26

+10.15K

0.01%

Conrad Siegel Investment Advisors, Inc.

10.10K

Jun 30, 26

+318

0.01%

Pensionmark Financial Group, LLC

9.63K

Jun 30, 26

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

8.47K

Jun 30, 26

+79

0.01%

MATHER GROUP, LLC.

7.64K

Jun 30, 26

+7.64K

0.01%

FIDUCIARY FINANCIAL ADVISORS

7.20K

Jun 30, 26

+7.20K

0.01%

Farther Finance Advisors, LLC

6.79K

Jun 30, 26

+2.30K

0.01%

Hills Bank & Trust Co

5.40K

Jun 30, 26

+86

0.01%

Key FInancial Inc

4.88K

Jun 30, 26

+4.88K

0.01%

CNB Bank

4.44K

Jun 30, 26

+173

0.01%

Bogart Wealth, LLC

3.37K

Jun 30, 26

0.00%

First PREMIER Bank

3.08K

Jun 30, 26

0.00%

US BANCORP \DE\

3.05K

Jun 30, 26

0.00%

NBH Bank

2.77K

Jun 30, 26

+2.77K

0.00%

Hara Capital LLC

2.64K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

2.54K

Jun 30, 26

+2.54K

0.00%

IFG Advisory, LLC

2.40K

Jun 30, 26

+2.40K

0.00%

BANK OF MONTREAL /CAN/

2.30K

Jun 30, 26

+569

0.00%

Atlantic Union Bankshares Corp

2.27K

Jun 30, 26

+1.17K

0.00%

MCF Advisors LLC

2.26K

Jun 30, 26

+949

0.00%

Ronald Blue Trust, Inc.

2.13K

Jun 30, 26

+2.13K

0.00%

Mascoma Wealth Management LLC

1.99K

Jun 30, 26

0.00%

AE Wealth Management LLC

1.93K

Jun 30, 26

0.00%

Clearstead Trust, LLC

1.33K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.16K

Jun 30, 26

0.00%

FMR LLC

1.13K

Jun 30, 26

+20

0.00%

OLD SECOND NATIONAL BANK OF AURORA

913

Jun 30, 26

0.00%

Robbins Farley

912

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

715

Jun 30, 26

+715

0.00%

Capital Investment Advisory Services, LLC

680

Jun 30, 26

+680

0.00%

GILPIN WEALTH MANAGEMENT, LLC

379

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

306

Jun 30, 26

+306

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

AlphaCore Capital LLC

Jun 30, 26

0.00%

NBC SECURITIES, INC.

Jun 30, 26

-24

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-573

Collaborative Fund Advisors, LLC

Jun 30, 26

-144.00K

Rockefeller Capital Management L.P.

Jun 30, 26

-7

TOWER BRIDGE ADVISORS

Jun 30, 26

-13.47K

Quantinno Capital Management LP

Jun 30, 26

-18.14K

JANE STREET GROUP, LLC

Jun 30, 26

-19.91K

Golden State Equity Partners

Jun 30, 26

-1.50K

Clayton Financial Group LLC

Jun 30, 26

-1.04K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-40.04K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-1.77K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-796

EASTERN BANK

Jun 30, 26

-950

EVEXIA WEALTH LLC

Jun 30, 26

-25.39K

Eldridge Investment Advisors, Inc.

Jun 30, 26

-21.87K

CWM, LLC

750.30K

Mar 31, 26

+44.75K

0.93%

MOSELEY INVESTMENT MANAGEMENT INC

720.12K

Mar 31, 26

+15.92K

0.89%

Leo Wealth, LLC

91.39K

Mar 31, 26

-12.47K

0.11%

Horizons Wealth Management

51.54K

Mar 31, 26

+857

0.06%

Signature Wealth Management Group

16.91K

Mar 31, 26

0.02%

Cherry Tree Wealth Management, LLC

6.04K

Mar 31, 26

0.01%

Bank of Jackson Hole Trust

2.77K

Mar 31, 26

0.00%

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%

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%