How do I set a price alert for IBTJ?

To set a IBTJ price alert on Stock Alarm Pro, navigate to the IBTJ quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for IBTJ?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for IBTJ. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for IBTJ?

Stock Alarm Pro supports over 125 trigger types for IBTJ: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about IBTJ price changes?

IBTJ alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for IBTJ alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for IBTJ and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

IBTJ Institutional Ownership & 13F Filings

iShares iBonds Dec 2029 Term Treasury ETF(IBTJ)

NASDAQClosing price · checked 8:54 PM ETAbout this dataData status

$21.25▼-0.01 (-0.02%)

Extended:$21.25+0.00 (+0.00%)

WatchlistChart Studio

Institutional Ownership

Top 295 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.46M	Sep 30, 26	+12.79K	4.58%
BlackRock, Inc.	2.25M	Sep 30, 26	+1.03M	2.97%
RAYMOND JAMES FINANCIAL INC	1.81M	Sep 30, 26	+373.75K	2.39%
Brookstone Capital Management	1.75M	Sep 30, 26	+53.75K	2.32%
Asset Advisors Investment Management, LLC	1.71M	Sep 30, 26	+368.39K	2.26%
TRUE Private Wealth Advisors	1.70M	Sep 30, 26	+32.99K	2.25%
Financial Advisory Corp	1.65M	Sep 30, 26	+54.99K	2.19%
Merit Financial Group, LLC	1.32M	Sep 30, 26	+731.76K	1.75%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	1.30M	Sep 30, 26	+24.39K	1.72%
HENGEHOLD CAPITAL MANAGEMENT LLC	1.20M	Sep 30, 26	+81.59K	1.58%
HighTower Advisors, LLC	1.19M	Sep 30, 26	+1.10M	1.57%
UBS Group AG	979.66K	Sep 30, 26	+41.98K	1.30%
ATWOOD & PALMER INC	913.46K	Sep 30, 26	-45.27K	1.21%
LPL Financial LLC	890.34K	Sep 30, 26	+249.50K	1.18%
Arax Advisory Partners	804.95K	Sep 30, 26	+23.04K	1.07%
Journey Advisory Group, LLC	781.95K	Sep 30, 26	-26.79K	1.03%
Denver PWM, LLC	695.28K	Sep 30, 26	+9.93K	0.92%
MKT Advisors LLC	660.12K	Sep 30, 26	-1.64K	0.87%
Parallel Advisors, LLC	639.49K	Sep 30, 26	+479.83K	0.85%
Wealth Management Strategies, Inc.	635.63K	Sep 30, 26	+58.05K	0.84%
Probity Advisors, Inc.	575.05K	Sep 30, 26	+44.56K	0.76%
Stratos Wealth Partners, LTD.	571.69K	Sep 30, 26	+38.24K	0.76%
Legacy Private Trust Co.	549.62K	Sep 30, 26	-5.94K	0.73%
SHELTON WEALTH MANAGEMENT, LLC	533.02K	Sep 30, 26	+31.80K	0.71%
NewEdge Advisors, LLC	521.06K	Sep 30, 26	+21.09K	0.69%
Krilogy Financial LLC	512.52K	Sep 30, 26	-49.77K	0.68%
Waycross Investment Management Co	456.90K	Sep 30, 26	+13.73K	0.60%
Heartwood Wealth Advisors LLC	456.17K	Sep 30, 26	+9.91K	0.60%
COMMONWEALTH EQUITY SERVICES, LLC	435.47K	Sep 30, 26	-355.21K	0.58%
PARK AVENUE SECURITIES LLC	423.54K	Sep 30, 26	+27.43K	0.56%
STIFEL FINANCIAL CORP	391.51K	Sep 30, 26	+115.53K	0.52%
Robertson Stephens Wealth Management, LLC	390.74K	Sep 30, 26	+17.59K	0.52%
EIGHT 31 FINANCIAL, LLC	382.27K	Sep 30, 26	-54.29K	0.51%
Wealth Enhancement Trust Services, Inc.	370.00K	Sep 30, 26	+370.00K	0.49%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	356.84K	Sep 30, 26	+32.81K	0.47%
D.A. DAVIDSON & CO.	355.82K	Sep 30, 26	-26.98K	0.47%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	351.92K	Sep 30, 26	+114.19K	0.47%
Baird Financial Group, Inc.	336.02K	Sep 30, 26	+76.53K	0.44%
FORONJY FINANCIAL LLC	321.99K	Sep 30, 26	+6.42K	0.43%
SPRENG CAPITAL MANAGEMENT, INC.	319.30K	Sep 30, 26	-3.22K	0.42%
CONFLUENCE INVESTMENT MANAGEMENT LLC	314.76K	Sep 30, 26	+314.76K	0.42%
FAGAN ASSOCIATES, INC.	314.16K	Sep 30, 26	+19.94K	0.42%
CENTRAL TRUST Co	287.77K	Sep 30, 26	+12.83K	0.38%
Janney Montgomery Scott LLC	284.17K	Sep 30, 26	+20.55K	0.38%
REBALANCE, LLC	276.46K	Sep 30, 26	+6.03K	0.37%
Asset Dedication, LLC	272.38K	Sep 30, 26	+24.56K	0.36%
Stockman Wealth Management, Inc.	265.85K	Sep 30, 26	+9.91K	0.35%
Accretive Wealth Partners, LLC	251.18K	Sep 30, 26	+49.24K	0.33%
Baltimore-Washington Financial Advisors, Inc.	248.69K	Sep 30, 26	-5.04K	0.33%
Belpointe Asset Management LLC	227.86K	Sep 30, 26	+5.69K	0.30%
Cetera Investment Advisers	224.35K	Sep 30, 26	+93.38K	0.30%
SIGNATUREFD, LLC	216.97K	Sep 30, 26	+47.98K	0.29%
BOSTON FAMILY OFFICE LLC	201.58K	Sep 30, 26	+17.41K	0.27%
HOWLAND CAPITAL MANAGEMENT LLC	197.70K	Sep 30, 26	+21.37K	0.26%
Portland Global Advisors LLC	195.37K	Sep 30, 26	+16.43K	0.26%
OSAIC HOLDINGS, INC.	180.15K	Sep 30, 26	-110.56K	0.24%
Sanctuary Advisors, LLC	175.69K	Sep 30, 26	+51.83K	0.23%
Northstar Group, Inc.	170.99K	Sep 30, 26	--	0.23%
THOROUGHBRED FINANCIAL SERVICES, LLC	157.22K	Sep 30, 26	-8.61K	0.21%
CHOREO, LLC	154.90K	Sep 30, 26	+154.90K	0.21%
Apella Capital, LLC	151.68K	Sep 30, 26	+28.03K	0.20%
Community Financial Services Group, LLC	147.59K	Sep 30, 26	+113.20K	0.20%
MV CAPITAL MANAGEMENT, INC.	142.76K	Sep 30, 26	--	0.19%
LEAVELL INVESTMENT MANAGEMENT, INC.	133.27K	Sep 30, 26	+15.70K	0.18%
SCS Capital Management LLC	132.57K	Sep 30, 26	--	0.18%
Cambridge Investment Research Advisors, Inc.	127.46K	Sep 30, 26	+84.05K	0.17%
Heartland Bank & Trust Co	125.65K	Sep 30, 26	+106.06K	0.17%
Valmark Advisers, Inc.	122.77K	Sep 30, 26	+21.50K	0.16%
Atria Investments, Inc	118.05K	Sep 30, 26	+36.04K	0.16%
Hughes Financial Services, LLC	113.96K	Sep 30, 26	+11.13K	0.15%
Midwest Professional Planners, LTD.	108.01K	Sep 30, 26	+31.28K	0.14%
TITLEIST ASSET MANAGEMENT, LLC	106.26K	Sep 30, 26	+6.78K	0.14%
BIP Wealth, LLC	94.75K	Sep 30, 26	+36.85K	0.13%
Leo Wealth, LLC	80.11K	Sep 30, 26	+80.11K	0.11%
Allworth Financial LP	79.12K	Sep 30, 26	--	0.10%
Montecito Bank & Trust	69.41K	Sep 30, 26	+7.58K	0.09%
ASSOCIATED BANC-CORP	68.79K	Sep 30, 26	-449	0.09%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	67.86K	Sep 30, 26	+11.35K	0.09%
CAPTRUST FINANCIAL ADVISORS	67.53K	Sep 30, 26	+1.67K	0.09%
IFP Advisors, Inc	67.09K	Sep 30, 26	+603	0.09%
Reliant Wealth Planning	64.92K	Sep 30, 26	+3.60K	0.09%
JIM SAULNIER & ASSOCIATES, LLC	60.67K	Sep 30, 26	-170	0.08%
SUMMITPOINT CAPITAL MANAGEMENT	59.97K	Sep 30, 26	-7.11K	0.08%
KING LUTHER CAPITAL MANAGEMENT CORP	59.61K	Sep 30, 26	--	0.08%
BOLTON SECURITIES CORPORATION	57.49K	Sep 30, 26	+28.45K	0.08%
Foundry Financial Group, Inc.	54.94K	Sep 30, 26	-4.60K	0.07%
Great Diamond Partners, LLC	53.80K	Sep 30, 26	+16.73K	0.07%
THRIVENT FINANCIAL FOR LUTHERANS	48.66K	Sep 30, 26	+6	0.06%
Compass Ion Advisors, LLC	42.73K	Sep 30, 26	+4.64K	0.06%
Peck Wealth Management, LLC	42.45K	Sep 30, 26	+42.45K	0.06%
Atlantic Private Wealth, LLC	40.90K	Sep 30, 26	-218	0.05%
Cerity Partners LLC	40.55K	Sep 30, 26	-2.24K	0.05%
MOULTON WEALTH MANAGEMENT, INC	40.26K	Sep 30, 26	-2.15K	0.05%
DUNCKER STREETT & CO INC	38.10K	Sep 30, 26	+361	0.05%
Rothschild Wealth LLC	37.35K	Sep 30, 26	+37.35K	0.05%
Savvy Advisors, Inc.	36.27K	Sep 30, 26	+36.27K	0.05%
KOM Wealth Management Group, LLC	36.19K	Sep 30, 26	+556	0.05%
CARY STREET PARTNERS FINANCIAL LLC	35.92K	Sep 30, 26	-236	0.05%
BENJAMIN EDWARDS INC	35.83K	Sep 30, 26	+2.73K	0.05%
Chris Bulman Inc	35.46K	Sep 30, 26	-135	0.05%
Independent Advisor Alliance	33.50K	Sep 30, 26	+5.57K	0.04%
Capital Investment Advisors, LLC	32.60K	Sep 30, 26	-667	0.04%
Mendota Financial Group, LLC	32.11K	Sep 30, 26	+304	0.04%
L2 Asset Management, LLC	31.91K	Sep 30, 26	-419	0.04%
Keeler Thomas Management LLC	30.94K	Sep 30, 26	+2.02K	0.04%
Straight Path Wealth Management	29.96K	Sep 30, 26	+1.34K	0.04%
KFG WEALTH MANAGEMENT, LLC	29.86K	Sep 30, 26	-11.58K	0.04%
HARBOUR INVESTMENTS, INC.	29.64K	Sep 30, 26	+289	0.04%
MML INVESTORS SERVICES, LLC	29.03K	Sep 30, 26	+4.30K	0.04%
Blake Schutter Theil Wealth Advisors, LLC	27.44K	Sep 30, 26	--	0.04%
Granite Harbor Advisors, Inc.	27.31K	Sep 30, 26	-1.51K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	25.05K	Sep 30, 26	+964	0.03%
Prosperity Planning, Inc.	24.74K	Sep 30, 26	+6.85K	0.03%
TFO Wealth Partners, LLC	24.37K	Sep 30, 26	+24.37K	0.03%
MLP3, LLC	24.12K	Sep 30, 26	+7.37K	0.03%
FIFTH THIRD BANCORP	23.92K	Sep 30, 26	+1.16K	0.03%
Old Port Advisors	22.56K	Sep 30, 26	--	0.03%
Daybright Advisory Services, Inc.	21.79K	Sep 30, 26	+139	0.03%
TABLEAUX LLC	21.73K	Sep 30, 26	-1.50K	0.03%
XY Planning Network, Inc.	21.70K	Sep 30, 26	+4.47K	0.03%
Kestra Advisory Services, LLC	21.55K	Sep 30, 26	+689	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.48K	Sep 30, 26	+21.48K	0.03%
Truepoint, Inc.	20.95K	Sep 30, 26	+20.95K	0.03%
Opus Capital Group, LLC	20.85K	Sep 30, 26	+6.95K	0.03%
Atwater Malick LLC	20.70K	Sep 30, 26	+2.27K	0.03%
DecisionMap Wealth Management, LLC	20.30K	Sep 30, 26	--	0.03%
LIBERTY WEALTH MANAGEMENT LLC	19.92K	Sep 30, 26	+6.97K	0.03%
Jacobi Capital Management LLC	19.87K	Sep 30, 26	+127	0.03%
Walleye Partners, LLC	19.31K	Sep 30, 26	+59	0.03%
Towne Trust Company, N.A	18.79K	Sep 30, 26	+2.30K	0.02%
BARRETT & COMPANY, INC.	18.75K	Sep 30, 26	+2.42K	0.02%
TRUIST FINANCIAL CORP	18.44K	Sep 30, 26	+18.44K	0.02%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	18.40K	Sep 30, 26	--	0.02%
Global Retirement Partners, LLC	17.88K	Sep 30, 26	+7.03K	0.02%
Apollon Wealth Management, LLC	17.77K	Sep 30, 26	+7.70K	0.02%
STAR Financial Bank	17.32K	Sep 30, 26	--	0.02%
Element Wealth, LLC	16.94K	Sep 30, 26	+2.42K	0.02%
Madrid Wealth Management, LLC	16.90K	Sep 30, 26	--	0.02%
Kestra Investment Management, LLC	16.85K	Sep 30, 26	+1	0.02%
Prime Capital Investment Advisors, LLC	16.67K	Sep 30, 26	-1.53K	0.02%
Madden Advisory Services, Inc.	16.62K	Sep 30, 26	+3.32K	0.02%
OneDigital Investment Advisors LLC	16.28K	Sep 30, 26	--	0.02%
Trinity Wealth Management, LLC	15.89K	Sep 30, 26	+169	0.02%
MIDLAND WEALTH ADVISORS, LLC	15.56K	Sep 30, 26	+15.56K	0.02%
Single Point Partners, LLC	15.31K	Sep 30, 26	--	0.02%
Cyr Financial Inc.	14.23K	Sep 30, 26	-153	0.02%
Cambridge Financial Group, LLC	14.01K	Sep 30, 26	--	0.02%
JAMES INVESTMENT RESEARCH, INC.	13.70K	Sep 30, 26	--	0.02%
Old Mission Investment Co LLC	13.50K	Sep 30, 26	+420	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	13.43K	Sep 30, 26	--	0.02%
MILESTONE ASSET MANAGEMENT, LLC	13.24K	Sep 30, 26	+409	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	13.06K	Sep 30, 26	+4	0.02%
PRINCIPAL SECURITIES, INC.	13.05K	Sep 30, 26	--	0.02%
Alamar Capital Management, LLC	12.70K	Sep 30, 26	--	0.02%
Advisory Services Network, LLC	12.49K	Sep 30, 26	-475	0.02%
Conrad Siegel Investment Advisors, Inc.	12.39K	Sep 30, 26	+121	0.02%
CFS Investment Advisory Services, LLC	12.39K	Sep 30, 26	--	0.02%
Guidance Point Advisors, LLC	12.13K	Sep 30, 26	+15	0.02%
Aspen Private Advisors, LLC	11.75K	Sep 30, 26	+11.75K	0.02%
Highland Financial Advisors, LLC	11.70K	Sep 30, 26	--	0.02%
Horizons Wealth Management	11.62K	Sep 30, 26	+11.62K	0.02%
Resonant Capital Advisors, LLC	11.60K	Sep 30, 26	--	0.02%
Penobscot Investment Management Company, Inc.	10.75K	Sep 30, 26	+1.25K	0.01%
Creative Planning	10.60K	Sep 30, 26	-16.17K	0.01%
KPP Advisory Services LLC	10.50K	Sep 30, 26	+10.50K	0.01%
Trust Co	10.27K	Sep 30, 26	--	0.01%
FOUNDATIONS INVESTMENT ADVISORS, LLC	9.60K	Sep 30, 26	+74	0.01%
Ellis Investment Partners, LLC	9.43K	Sep 30, 26	+9.43K	0.01%
Pinnacle Bancorp, Inc.	9.04K	Sep 30, 26	+3.76K	0.01%
Physician Wealth Advisors, Inc.	7.94K	Sep 30, 26	-4.99K	0.01%
Atlantic Union Bankshares Corp	7.80K	Sep 30, 26	+1.48K	0.01%
Concord Wealth Partners	7.15K	Sep 30, 26	+7.15K	0.01%
Cherry Tree Wealth Management, LLC	6.38K	Sep 30, 26	+92	0.01%
High Note Wealth, LLC	5.74K	Sep 30, 26	--	0.01%
Key FInancial Inc	5.00K	Sep 30, 26	--	0.01%
Farther Finance Advisors, LLC	4.66K	Sep 30, 26	+44	0.01%
US BANCORP \DE\	4.09K	Sep 30, 26	--	0.01%
Hara Capital LLC	4.00K	Sep 30, 26	--	0.01%
CNB Bank	3.78K	Sep 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	3.73K	Sep 30, 26	--	0.00%
First PREMIER Bank	3.59K	Sep 30, 26	--	0.00%
Bogart Wealth, LLC	3.20K	Sep 30, 26	--	0.00%
NBH Bank	2.83K	Sep 30, 26	--	0.00%
BESSEMER GROUP INC	2.45K	Sep 30, 26	+2.45K	0.00%
Hyposwiss Advisors SA	2.28K	Sep 30, 26	--	0.00%
TD Capital Management LLC	2.12K	Sep 30, 26	+20	0.00%
BIRCH FINANCIAL GROUP, LLC	1.92K	Sep 30, 26	+1.92K	0.00%
BANK OF MONTREAL /CAN/	1.80K	Sep 30, 26	-548	0.00%
Laurel Wealth Advisors LLC	1.20K	Sep 30, 26	+1.20K	0.00%
Clearstead Advisors, LLC	1.19K	Sep 30, 26	+1.19K	0.00%
Clayton Financial Group LLC	979	Sep 30, 26	+979	0.00%
Robbins Farley	938	Sep 30, 26	+26	0.00%
Aptus Capital Advisors, LLC	874	Sep 30, 26	+874	0.00%
Clearstead Trust, LLC	552	Sep 30, 26	+552	0.00%
GILPIN WEALTH MANAGEMENT, LLC	388	Sep 30, 26	--	0.00%
J. R. Prunier Capital Management LLC	307	Sep 30, 26	+3	0.00%
AE Wealth Management LLC	242	Sep 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	64	Sep 30, 26	--	0.00%
Larson Financial Group LLC	54	Sep 30, 26	--	0.00%
FMR LLC	13	Sep 30, 26	--	0.00%
JPMORGAN CHASE & CO	1	Sep 30, 26	--	0.00%
Basepoint Wealth LLC	--	Sep 30, 26	-2.02K	--
CGN Advisors LLC	--	Sep 30, 26	-17.23K	--
MCF Advisors LLC	--	Sep 30, 26	-431.90K	--
LANARK FINANCIAL, INC.	--	Sep 30, 26	-26	--
COWA, LLC	--	Sep 30, 26	-15.72K	--
Autumn Glory Partners, LLC	--	Sep 30, 26	-12.01K	--
Hills Bank & Trust Co	--	Sep 30, 26	-5.48K	--
FIDUCIARY FINANCIAL ADVISORS	--	Sep 30, 26	-3.88K	--
JANE STREET GROUP, LLC	--	Sep 30, 26	-12.97K	--
COMPASS FINANCIAL MANAGEMENT LLC	--	Sep 30, 26	-733	--
Koshinski Asset Management, Inc.	--	Sep 30, 26	-9.36K	--
Focus Partners Wealth	--	Sep 30, 26	-9.35K	--
ES4, LLC	--	Sep 30, 26	-457.92K	--
Koss-Olinger Consulting, LLC	--	Sep 30, 26	-12.92K	--
MGO ONE SEVEN LLC	--	Sep 30, 26	-11.06K	--
Avidian Wealth Enterprises, LLC	--	Sep 30, 26	-9.86K	--
WASHINGTON TRUST Co	--	Sep 30, 26	-9.36K	--
MORGAN STANLEY	3.45M	Jun 30, 26	+65.40K	4.56%
BANK OF AMERICA CORP /DE/	2.76M	Jun 30, 26	+305.50K	3.66%
MERCER GLOBAL ADVISORS INC /ADV	2.58M	Jun 30, 26	+243.66K	3.42%
WELLS FARGO & COMPANY/MN	1.77M	Jun 30, 26	-524.04K	2.34%
RAYMOND JAMES FINANCIAL INC	1.43M	Jun 30, 26	-136.74K	1.90%
ENVESTNET ASSET MANAGEMENT INC	1.30M	Jun 30, 26	+72.99K	1.71%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	1.27M	Jun 30, 26	+75.73K	1.69%
BlackRock, Inc.	1.22M	Jun 30, 26	+529.75K	1.62%
AMERIPRISE FINANCIAL INC	1.04M	Jun 30, 26	+44.76K	1.38%
HM PAYSON & CO	961.07K	Jun 30, 26	+189.53K	1.27%
Integrated Wealth Concepts LLC	561.14K	Jun 30, 26	+217.20K	0.74%
NewEdge Advisors, LLC	499.98K	Jun 30, 26	+45.94K	0.66%
EIGHT 31 FINANCIAL, LLC	436.56K	Jun 30, 26	+11.63K	0.58%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	324.03K	Jun 30, 26	+48.82K	0.43%
OSAIC HOLDINGS, INC.	290.71K	Jun 30, 26	+2.22K	0.38%
Baltimore-Washington Financial Advisors, Inc.	253.73K	Jun 30, 26	+30.91K	0.34%
ROYAL BANK OF CANADA	182.78K	Jun 30, 26	-3.86K	0.24%
Financial Engines Advisors L.L.C.	178.85K	Jun 30, 26	-5.88K	0.24%
SCS Capital Management LLC	132.57K	Jun 30, 26	-1.62K	0.18%
Cetera Investment Advisers	130.97K	Jun 30, 26	-350	0.17%
SUMMITPOINT CAPITAL MANAGEMENT	67.08K	Jun 30, 26	-13.20K	0.09%
Reliant Wealth Planning	61.31K	Jun 30, 26	+896	0.08%
GOLDMAN SACHS GROUP INC	60.10K	Jun 30, 26	+40.24K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	49.69K	Jun 30, 26	+49.69K	0.07%
Snowden Capital Advisors LLC	43.56K	Jun 30, 26	+536	0.06%
Cerity Partners LLC	42.79K	Jun 30, 26	-670	0.06%
AQR CAPITAL MANAGEMENT LLC	32.45K	Jun 30, 26	+5.50K	0.04%
L2 Asset Management, LLC	32.33K	Jun 30, 26	+1.02K	0.04%
NATIONAL BANK OF CANADA /FI/	26.23K	Jun 30, 26	+2.10K	0.03%
MML INVESTORS SERVICES, LLC	24.73K	Jun 30, 26	+6.02K	0.03%
Modern Wealth Management, LLC	24.23K	Jun 30, 26	+24.23K	0.03%
Beacon Pointe Advisors, LLC	17.54K	Jun 30, 26	+629	0.02%
Black Maple Capital Management LP	17.50K	Jun 30, 26	--	0.02%
Summit Wealth Partners, LLC	17.38K	Jun 30, 26	+42	0.02%
JOHNSON INVESTMENT COUNSEL INC	17.19K	Jun 30, 26	--	0.02%
TRANSCEND CAPITAL ADVISORS, LLC	15.93K	Jun 30, 26	--	0.02%
LBMC INVESTMENT ADVISORS, LLC	14.73K	Jun 30, 26	--	0.02%
Element Wealth, LLC	14.52K	Jun 30, 26	+137	0.02%
Crews Bank & Trust	13.59K	Jun 30, 26	--	0.02%
PRINCIPAL SECURITIES, INC.	13.05K	Jun 30, 26	+11	0.02%
Advisory Services Network, LLC	12.96K	Jun 30, 26	+226	0.02%
Jaffetilchin Investment Partners, LLC	12.40K	Jun 30, 26	+117	0.02%
Vestmark Advisory Solutions, Inc.	11.90K	Jun 30, 26	+11.90K	0.02%
KINTRA WEALTH, LLC	9.50K	Jun 30, 26	-117.01K	0.01%
Talon Private Wealth, LLC	9.35K	Jun 30, 26	+9.35K	0.01%
FIDUCIARY FINANCIAL ADVISORS	3.88K	Jun 30, 26	+3.88K	0.01%
Longview Financial Advisors LLC	2.60K	Jun 30, 26	+2.60K	0.00%
Basepoint Wealth LLC	2.02K	Jun 30, 26	+19	0.00%
AE Wealth Management LLC	242	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	1	Jun 30, 26	--	0.00%
Summit Trail Advisors, LLC	--	Jun 30, 26	-12.80K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-34.03K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-12.41K	--
MAI Capital Management	--	Jun 30, 26	-4.37K	--
CWM, LLC	756.66K	Mar 31, 26	+45.94K	1.00%
Signature Wealth Management Group	16.65K	Mar 31, 26	--	0.02%
2UniFi Bank	2.83K	Mar 31, 26	--	0.00%
Austin Private Wealth, LLC	20.53K	Dec 31, 25	-867	0.03%
O'Brien Wealth Partners LLC	11.54K	Dec 31, 25	+11.54K	0.02%
COMERICA BANK	2.74K	Dec 31, 25	-310	0.00%
CIBC Private Wealth Group LLC	327	Dec 31, 25	+327	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-283	--
FULLCIRCLE WEALTH LLC	15.67K	Sep 30, 25	--	0.02%
Lowe Wealth Advisors, LLC	4.37K	Sep 30, 25	--	0.01%
AllSquare Wealth Management LLC	3.50K	Sep 30, 25	+2.56K	0.00%
Safeguard Financial, LLC	15.09K	Mar 31, 25	+62	0.02%
Spectrum Wealth Counsel, LLC	5.27K	Mar 31, 25	--	0.01%
Raymond James Financial Services Advisors, Inc.	673.40K	Sep 30, 24	+492.64K	0.89%
RAYMOND JAMES & ASSOCIATES	34.95K	Sep 30, 24	+6.31K	0.05%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	11.40K	Sep 30, 24	+11.40K	0.02%
FinTrust Capital Advisors, LLC	5.36K	Sep 30, 24	+3	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	18.41K	Jun 30, 24	+589	0.02%
Cetera Advisor Networks LLC	13.90K	Mar 31, 24	+13.90K	0.02%
Cetera Advisors LLC	--	Mar 31, 24	-21.93K	--
First National Bank of South Miami	--	Jun 30, 23	-1.13K	--
Sargent Bickham Lagudis LLC	1.00K	Dec 31, 22	+1.00K	0.00%
Farmer Steven Patrick	375.94K	Jun 30, 22	+375.94K	0.50%