iShares iBonds Dec 2029 Term Treasury ETF(IBTJ)

$21.29—Stale · unknown old

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iShares iBonds Dec 2029 Term Treasury ETF(IBTJ)

NASDAQ • Last print unknown ago

$21.29—Stale · unknown old

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IBTJ(IBTJ)

IBTJ

Institutional Ownership

Top 261 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.45M	Jun 30, 26	+65.40K	5.50%
BANK OF AMERICA CORP /DE/	2.76M	Jun 30, 26	+305.50K	4.41%
MERCER GLOBAL ADVISORS INC /ADV	2.58M	Jun 30, 26	+243.66K	4.12%
WELLS FARGO & COMPANY/MN	1.77M	Jun 30, 26	-524.04K	2.82%
Brookstone Capital Management	1.70M	Jun 30, 26	-47.28K	2.71%
TRUE Private Wealth Advisors	1.67M	Jun 30, 26	-152.31K	2.66%
Financial Advisory Corp	1.60M	Jun 30, 26	+26.89K	2.55%
RAYMOND JAMES FINANCIAL INC	1.43M	Jun 30, 26	-136.74K	2.29%
Asset Advisors Investment Management, LLC	1.34M	Jun 30, 26	+102.60K	2.14%
ENVESTNET ASSET MANAGEMENT INC	1.30M	Jun 30, 26	+72.99K	2.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.27M	Jun 30, 26	+75.73K	2.03%
BlackRock, Inc.	1.22M	Jun 30, 26	+529.75K	1.95%
HENGEHOLD CAPITAL MANAGEMENT LLC	1.11M	Jun 30, 26	+74.39K	1.78%
AMERIPRISE FINANCIAL INC	1.04M	Jun 30, 26	+44.76K	1.66%
HM PAYSON & CO	961.07K	Jun 30, 26	+189.53K	1.53%
ATWOOD & PALMER INC	958.73K	Jun 30, 26	+13.75K	1.53%
UBS Group AG	937.68K	Jun 30, 26	+22.16K	1.50%
Journey Advisory Group, LLC	808.74K	Jun 30, 26	+11.00K	1.29%
COMMONWEALTH EQUITY SERVICES, LLC	790.68K	Jun 30, 26	-44.64K	1.26%
SRS Capital Advisors, Inc.	781.91K	Jun 30, 26	+781.91K	1.25%
Vista Private Wealth Partners. LLC	685.35K	Jun 30, 26	+12.83K	1.09%
MKT Advisors LLC	661.76K	Jun 30, 26	+49.28K	1.06%
LPL Financial LLC	640.84K	Jun 30, 26	+24.18K	1.02%
Merit Financial Group, LLC	588.26K	Jun 30, 26	+570.19K	0.94%
Wealth Management Strategies, Inc.	577.58K	Jun 30, 26	+34.96K	0.92%
Krilogy Financial LLC	562.28K	Jun 30, 26	+41.17K	0.90%
Integrated Wealth Concepts LLC	561.14K	Jun 30, 26	+217.20K	0.89%
Legacy Private Trust Co.	555.56K	Jun 30, 26	+18.31K	0.89%
Stratos Wealth Partners, LTD.	533.45K	Jun 30, 26	+15.54K	0.85%
Probity Advisors, Inc.	530.49K	Jun 30, 26	+44.95K	0.85%
SHELTON WEALTH MANAGEMENT, LLC	501.21K	Jun 30, 26	+34.31K	0.80%
NewEdge Advisors, LLC	499.98K	Jun 30, 26	+45.94K	0.80%
ES4, LLC	457.92K	Jun 30, 26	+457.92K	0.73%
Heartwood Wealth Advisors LLC	446.25K	Jun 30, 26	+7.26K	0.71%
Waycross Investment Management Co	443.17K	Jun 30, 26	+7.26K	0.71%
EIGHT 31 FINANCIAL LLC	436.56K	Jun 30, 26	+11.63K	0.70%
MCF Advisors LLC	431.90K	Jun 30, 26	+430.56K	0.69%
PARK AVENUE SECURITIES LLC	396.11K	Jun 30, 26	-40.46K	0.63%
D.A. DAVIDSON & CO.	382.80K	Jun 30, 26	+23.38K	0.61%
Robertson Stephens Wealth Management, LLC	373.14K	Jun 30, 26	+11.46K	0.60%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	324.03K	Jun 30, 26	+48.82K	0.52%
SPRENG CAPITAL MANAGEMENT, INC.	322.52K	Jun 30, 26	-755	0.51%
FORONJY FINANCIAL LLC	315.57K	Jun 30, 26	+18.75K	0.50%
FAGAN ASSOCIATES, INC.	294.22K	Jun 30, 26	+1.37K	0.47%
ADVISOR GROUP HOLDINGS, INC.	290.71K	Jun 30, 26	+2.22K	0.46%
STIFEL FINANCIAL CORP	275.98K	Jun 30, 26	-711.28K	0.44%
CENTRAL TRUST Co	274.94K	Jun 30, 26	+12.75K	0.44%
REBALANCE, LLC	270.44K	Jun 30, 26	+23.74K	0.43%
Janney Montgomery Scott LLC	263.62K	Jun 30, 26	+9.48K	0.42%
Baird Financial Group, Inc.	259.50K	Jun 30, 26	+26.70K	0.41%
Stockman Wealth Management, Inc.	255.94K	Jun 30, 26	+8.03K	0.41%
Baltimore-Washington Financial Advisors, Inc.	253.73K	Jun 30, 26	+30.91K	0.40%
Asset Dedication, LLC	247.83K	Jun 30, 26	+29.32K	0.40%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	237.72K	Jun 30, 26	-5.29K	0.38%
Belpointe Asset Management LLC	222.17K	Jun 30, 26	+11.69K	0.35%
Accretive Wealth Partners, LLC	201.94K	Jun 30, 26	+36.78K	0.32%
BOSTON FAMILY OFFICE LLC	184.18K	Jun 30, 26	+36.09K	0.29%
ROYAL BANK OF CANADA	182.78K	Jun 30, 26	-3.86K	0.29%
Portland Global Advisors LLC	178.94K	Jun 30, 26	+178.94K	0.29%
Financial Engines Advisors L.L.C.	178.85K	Jun 30, 26	-5.88K	0.29%
HOWLAND CAPITAL MANAGEMENT LLC	176.33K	Jun 30, 26	+24.00K	0.28%
Northstar Group, Inc.	170.99K	Jun 30, 26	+35.13K	0.27%
SIGNATUREFD, LLC	168.99K	Jun 30, 26	+2.31K	0.27%
THOROUGHBRED FINANCIAL SERVICES, LLC	165.83K	Jun 30, 26	-9.73K	0.26%
Parallel Advisors, LLC	159.66K	Jun 30, 26	+10.41K	0.25%
MV CAPITAL MANAGEMENT, INC.	142.76K	Jun 30, 26	--	0.23%
SCS Capital Management LLC	132.57K	Jun 30, 26	-1.62K	0.21%
Cetera Investment Advisers	130.97K	Jun 30, 26	-350	0.21%
Sanctuary Advisors, LLC	123.86K	Jun 30, 26	+27.25K	0.20%
Apella Capital, LLC	123.65K	Jun 30, 26	+20.89K	0.20%
LEAVELL INVESTMENT MANAGEMENT, INC.	117.57K	Jun 30, 26	-1.73K	0.19%
Hughes Financial Services, LLC	102.83K	Jun 30, 26	+3.29K	0.16%
Valmark Advisers, Inc.	101.27K	Jun 30, 26	+26.50K	0.16%
TITLEIST ASSET MANAGEMENT, LLC	99.48K	Jun 30, 26	+13.97K	0.16%
HighTower Advisors, LLC	84.52K	Jun 30, 26	-38.02K	0.13%
Atria Investments, Inc	82.00K	Jun 30, 26	-6.50K	0.13%
Allworth Financial LP	79.12K	Jun 30, 26	+3.14K	0.13%
Midwest Professional Planners, LTD.	76.72K	Jun 30, 26	+18.93K	0.12%
ASSOCIATED BANC-CORP	69.24K	Jun 30, 26	+494	0.11%
SUMMITPOINT CAPITAL MANAGEMENT	67.08K	Jun 30, 26	-13.20K	0.11%
IFP Advisors, Inc	66.48K	Jun 30, 26	-5.15K	0.11%
CAPTRUST FINANCIAL ADVISORS	65.86K	Jun 30, 26	-25.43K	0.11%
Montecito Bank & Trust	61.84K	Jun 30, 26	+5.54K	0.10%
Reliant Wealth Planning	61.31K	Jun 30, 26	+896	0.10%
JIM SAULNIER & ASSOCIATES, LLC	60.84K	Jun 30, 26	+2.18K	0.10%
GOLDMAN SACHS GROUP INC	60.10K	Jun 30, 26	+40.24K	0.10%
KING LUTHER CAPITAL MANAGEMENT CORP	59.61K	Jun 30, 26	--	0.10%
Foundry Financial Group, Inc.	59.55K	Jun 30, 26	+380	0.09%
BIP Wealth, LLC	57.90K	Jun 30, 26	-107.36K	0.09%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	56.51K	Jun 30, 26	+18.02K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	49.69K	Jun 30, 26	+49.69K	0.08%
THRIVENT FINANCIAL FOR LUTHERANS	48.66K	Jun 30, 26	+5	0.08%
Snowden Capital Advisors LLC	43.56K	Jun 30, 26	+536	0.07%
Cambridge Investment Research Advisors, Inc.	43.41K	Jun 30, 26	-41.90K	0.07%
Cerity Partners LLC	42.79K	Jun 30, 26	-670	0.07%
MOULTON WEALTH MANAGEMENT, INC	42.41K	Jun 30, 26	+42.41K	0.07%
KFG WEALTH MANAGEMENT, LLC	41.44K	Jun 30, 26	+723	0.07%
Atlantic Private Wealth, LLC	41.12K	Jun 30, 26	-1.33K	0.07%
Compass Ion Advisors, LLC	38.09K	Jun 30, 26	--	0.06%
DUNCKER STREETT & CO INC	37.74K	Jun 30, 26	+356	0.06%
Great Diamond Partners, LLC	37.08K	Jun 30, 26	+11.17K	0.06%
CARY STREET PARTNERS FINANCIAL LLC	36.16K	Jun 30, 26	-5.69K	0.06%
Kerntke Otto McGlone Wealth Management Group	35.64K	Jun 30, 26	+9.03K	0.06%
Chris Bulman Inc	35.59K	Jun 30, 26	-3.24K	0.06%
Community Financial Services Group, LLC	34.39K	Jun 30, 26	+34.39K	0.05%
Capital Investment Advisors, LLC	33.27K	Jun 30, 26	+40	0.05%
BENJAMIN EDWARDS INC	33.09K	Jun 30, 26	-770.00K	0.05%
AQR CAPITAL MANAGEMENT LLC	32.45K	Jun 30, 26	+5.50K	0.05%
L2 Asset Management, LLC	32.33K	Jun 30, 26	+1.02K	0.05%
Mendota Financial Group, LLC	31.81K	Jun 30, 26	+301	0.05%
HARBOUR INVESTMENTS, INC.	29.36K	Jun 30, 26	+277	0.05%
Keeler THomas Management LLC	28.92K	Jun 30, 26	-10.26K	0.05%
Granite Harbor Advisors, Inc.	28.82K	Jun 30, 26	-14.91K	0.05%
Straight Path Wealth Management	28.63K	Jun 30, 26	-1.03K	0.05%
Independent Advisor Alliance	27.92K	Jun 30, 26	-105.29K	0.04%
Blake Schutter Theil Wealth Advisors, LLC	27.44K	Jun 30, 26	--	0.04%
Creative Planning	26.77K	Jun 30, 26	+26.77K	0.04%
NATIONAL BANK OF CANADA /FI/	26.23K	Jun 30, 26	+2.10K	0.04%
MML INVESTORS SERVICES, LLC	24.73K	Jun 30, 26	+6.02K	0.04%
Modern Wealth Management, LLC	24.23K	Jun 30, 26	+24.23K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	24.08K	Jun 30, 26	+23	0.04%
TABLEAUX LLC	23.23K	Jun 30, 26	-2.41K	0.04%
FIFTH THIRD BANCORP	22.76K	Jun 30, 26	+20.02K	0.04%
Old Port Advisors	22.56K	Jun 30, 26	-404	0.04%
Daybright Advisory Services, Inc.	21.65K	Jun 30, 26	+271	0.03%
Kestra Advisory Services, LLC	20.86K	Jun 30, 26	-2.24K	0.03%
DecisionMap Wealth Management, LLC	20.30K	Jun 30, 26	+4.47K	0.03%
Jacobi Capital Management LLC	19.74K	Jun 30, 26	-124	0.03%
Heartland Bank & Trust Co	19.59K	Jun 30, 26	--	0.03%
Walleye Partners, LLC	19.25K	Jun 30, 26	+182	0.03%
Atwater Malick LLC	18.43K	Jun 30, 26	+4.58K	0.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	18.40K	Jun 30, 26	--	0.03%
Prime Capital Investment Advisors, LLC	18.20K	Jun 30, 26	+1.32K	0.03%
Prosperity Planning, Inc.	17.89K	Jun 30, 26	+2.31K	0.03%
Beacon Pointe Advisors, LLC	17.54K	Jun 30, 26	+629	0.03%
Black Maple Capital Management LP	17.50K	Jun 30, 26	--	0.03%
Summit Wealth Partners, LLC	17.38K	Jun 30, 26	+42	0.03%
STAR Financial Bank	17.32K	Jun 30, 26	-404	0.03%
CGN Advisors LLC	17.23K	Jun 30, 26	+79	0.03%
XY Planning Network, Inc.	17.23K	Jun 30, 26	+17.23K	0.03%
JOHNSON INVESTMENT COUNSEL INC	17.19K	Jun 30, 26	--	0.03%
Madrid Wealth Management, LLC	16.90K	Jun 30, 26	--	0.03%
Kestra Investment Management, LLC	16.85K	Jun 30, 26	+832	0.03%
OLD POINT TRUST & FINANCIAL SERVICES N A	16.49K	Jun 30, 26	+8.05K	0.03%
BARRETT & COMPANY, INC.	16.33K	Jun 30, 26	+5.37K	0.03%
Resources Investment Advisors, LLC.	16.28K	Jun 30, 26	-371	0.03%
TRANSCEND CAPITAL ADVISORS, LLC	15.93K	Jun 30, 26	--	0.03%
COWA, LLC	15.72K	Jun 30, 26	--	0.03%
Trinity Wealth Management, LLC	15.72K	Jun 30, 26	+54	0.03%
Single Point Partners, LLC	15.31K	Jun 30, 26	+15.31K	0.02%
LBMC INVESTMENT ADVISORS, LLC	14.73K	Jun 30, 26	--	0.02%
Element Wealth, LLC	14.52K	Jun 30, 26	+137	0.02%
Cyr Financial Inc.	14.38K	Jun 30, 26	+287	0.02%
Cambridge Financial Group, LLC	14.01K	Jun 30, 26	--	0.02%
Opus Capital Group, LLC	13.90K	Jun 30, 26	--	0.02%
JAMES INVESTMENT RESEARCH INC	13.70K	Jun 30, 26	--	0.02%
Crews Bank & Trust	13.59K	Jun 30, 26	--	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	13.43K	Jun 30, 26	-1.04K	0.02%
Madden Advisory Services, Inc.	13.29K	Jun 30, 26	+1.02K	0.02%
Old Mission Investment Co LLC	13.08K	Jun 30, 26	--	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	13.06K	Jun 30, 26	+4	0.02%
PRINCIPAL SECURITIES, INC.	13.05K	Jun 30, 26	+11	0.02%
JANE STREET GROUP, LLC	12.97K	Jun 30, 26	-5.78K	0.02%
Advisory Services Network, LLC	12.96K	Jun 30, 26	+226	0.02%
LIBERTY WEALTH MANAGEMENT LLC	12.95K	Jun 30, 26	--	0.02%
Physician Wealth Advisors, Inc.	12.94K	Jun 30, 26	+5.77K	0.02%
Koss-Olinger Consulting, LLC	12.92K	Jun 30, 26	+82	0.02%
MILESTONE ASSET MANAGEMENT, LLC	12.84K	Jun 30, 26	+12.84K	0.02%
Alamar Capital Management, LLC	12.70K	Jun 30, 26	--	0.02%
CFS Investment Advisory Services, LLC	12.39K	Jun 30, 26	--	0.02%
Conrad Siegel Investment Advisors, Inc.	12.27K	Jun 30, 26	+316	0.02%
Guidance Point Advisors, LLC	12.11K	Jun 30, 26	+254	0.02%
Autumn Glory Partners, LLC	12.01K	Jun 30, 26	+2.78K	0.02%
Vestmark Advisory Solutions, Inc.	11.90K	Jun 30, 26	+11.90K	0.02%
Highland Financial Advisors, LLC	11.70K	Jun 30, 26	--	0.02%
Resonant Capital Advisors, LLC	11.60K	Jun 30, 26	-476	0.02%
MGO ONE SEVEN LLC	11.06K	Jun 30, 26	+11.06K	0.02%
Global Retirement Partners, LLC	10.85K	Jun 30, 26	+10.85K	0.02%
Trust Co	10.27K	Jun 30, 26	--	0.02%
Apollon Wealth Management, LLC	10.07K	Jun 30, 26	-91	0.02%
Avidian Wealth Solutions, LLC	9.86K	Jun 30, 26	+9.86K	0.02%
Foundations Investment Advisors, LLC	9.53K	Jun 30, 26	-30	0.02%
Evergreen Wealth Solutions, LLC	9.50K	Jun 30, 26	-117.01K	0.02%
Penobscot Investment Management Company, Inc.	9.50K	Jun 30, 26	--	0.02%
WASHINGTON TRUST Co	9.36K	Jun 30, 26	--	0.01%
Koshinski Asset Management, Inc.	9.36K	Jun 30, 26	+9.36K	0.01%
Talon Private Wealth, LLC	9.35K	Jun 30, 26	+9.35K	0.01%
Colony Group, LLC	9.35K	Jun 30, 26	-6.71K	0.01%
Atlantic Union Bankshares Corp	6.32K	Jun 30, 26	+1.20K	0.01%
Cherry Tree Wealth Management, LLC	6.29K	Jun 30, 26	--	0.01%
High Note Wealth, LLC	5.74K	Jun 30, 26	--	0.01%
Hills Bank & Trust Co	5.48K	Jun 30, 26	+90	0.01%
Pinnacle Bancorp, Inc.	5.28K	Jun 30, 26	--	0.01%
Key FInancial Inc	5.00K	Jun 30, 26	+5.00K	0.01%
Farther Finance Advisors, LLC	4.61K	Jun 30, 26	+44	0.01%
US BANCORP \DE\	4.09K	Jun 30, 26	--	0.01%
Hara Capital LLC	4.00K	Jun 30, 26	-832	0.01%
FIDUCIARY FINANCIAL ADVISORS	3.88K	Jun 30, 26	+3.88K	0.01%
CNB Bank	3.78K	Jun 30, 26	+180	0.01%
Steward Partners Investment Advisory, LLC	3.73K	Jun 30, 26	-1.50K	0.01%
First PREMIER Bank	3.59K	Jun 30, 26	--	0.01%
Bogart Wealth, LLC	3.20K	Jun 30, 26	--	0.01%
NBH Bank	2.83K	Jun 30, 26	+2.83K	0.00%
Longview Financial Advisors LLC	2.60K	Jun 30, 26	+2.60K	0.00%
BANK OF MONTREAL /CAN/	2.35K	Jun 30, 26	+582	0.00%
Hyposwiss Advisors SA	2.28K	Jun 30, 26	--	0.00%
TD Capital Management LLC	2.10K	Jun 30, 26	+20	0.00%
Basepoint Wealth LLC	2.02K	Jun 30, 26	+19	0.00%
Robbins Farley	912	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	733	Jun 30, 26	+733	0.00%
GILPIN WEALTH MANAGEMENT, LLC	388	Jun 30, 26	--	0.00%
AE Wealth Management LLC	242	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	64	Jun 30, 26	--	0.00%
Larson Financial Group LLC	54	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	26	Jun 30, 26	-25	0.00%
FMR LLC	13	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	1	Jun 30, 26	--	0.00%
BEACON FINANCIAL PLANNING, INC	--	Jun 30, 26	-9.57K	--
Cypress Point Wealth Management, LLC	--	Jun 30, 26	-119.72K	--
MAI Capital Management	--	Jun 30, 26	-4.37K	--
PFG Private Wealth Management, LLC	--	Jun 30, 26	-393.88K	--
SHUFRO ROSE & CO LLC	--	Jun 30, 26	-25.04K	--
Clayton Financial Group LLC	--	Jun 30, 26	-1.07K	--
CONFLUENCE INVESTMENT MANAGEMENT LLC	--	Jun 30, 26	-183.27K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-100	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-1.81K	--
DROMS STRAUSS ADVISORS INC /MO/ /ADV	--	Jun 30, 26	-236.14K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-12.41K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-812	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-16.24K	--
EVEXIA WEALTH LLC	--	Jun 30, 26	-35.45K	--
Summit Trail Advisors, LLC	--	Jun 30, 26	-12.80K	--
FF Advisors,LLC	--	Jun 30, 26	-47.31K	--
Root Financial Partners, LLC	--	Jun 30, 26	-586	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-647	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-34.03K	--
CWM, LLC	756.66K	Mar 31, 26	+45.94K	1.21%
Leo Wealth, LLC	82.44K	Mar 31, 26	+14.10K	0.13%
Signature Wealth Management Group	16.65K	Mar 31, 26	--	0.03%
Jaffetilchin Investment Partners, LLC	12.29K	Mar 31, 26	+74	0.02%
Bank of Jackson Hole Trust	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	0.01%
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	1.07%
RAYMOND JAMES & ASSOCIATES	34.95K	Sep 30, 24	+6.31K	0.06%
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	0.03%
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	0.60%

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Holder

Date

Change

% Held

MORGAN STANLEY

3.45M

Jun 30, 26

+65.40K

5.50%

BANK OF AMERICA CORP /DE/

2.76M

Jun 30, 26

+305.50K

4.41%

MERCER GLOBAL ADVISORS INC /ADV

2.58M

Jun 30, 26

+243.66K

4.12%

WELLS FARGO & COMPANY/MN

1.77M

Jun 30, 26

-524.04K

2.82%

Brookstone Capital Management

1.70M

Jun 30, 26

-47.28K

2.71%

TRUE Private Wealth Advisors

1.67M

Jun 30, 26

-152.31K

2.66%

Financial Advisory Corp

1.60M

Jun 30, 26

+26.89K

2.55%

RAYMOND JAMES FINANCIAL INC

1.43M

Jun 30, 26

-136.74K

2.29%

Asset Advisors Investment Management, LLC

1.34M

Jun 30, 26

+102.60K

2.14%

ENVESTNET ASSET MANAGEMENT INC

1.30M

Jun 30, 26

+72.99K

2.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.27M

Jun 30, 26

+75.73K

2.03%

BlackRock, Inc.

1.22M

Jun 30, 26

+529.75K

1.95%

HENGEHOLD CAPITAL MANAGEMENT LLC

1.11M

Jun 30, 26

+74.39K

1.78%

AMERIPRISE FINANCIAL INC

1.04M

Jun 30, 26

+44.76K

1.66%

HM PAYSON & CO

961.07K

Jun 30, 26

+189.53K

1.53%

ATWOOD & PALMER INC

958.73K

Jun 30, 26

+13.75K

1.53%

UBS Group AG

937.68K

Jun 30, 26

+22.16K

1.50%

Journey Advisory Group, LLC

808.74K

Jun 30, 26

+11.00K

1.29%

COMMONWEALTH EQUITY SERVICES, LLC

790.68K

Jun 30, 26

-44.64K

1.26%

SRS Capital Advisors, Inc.

781.91K

Jun 30, 26

+781.91K

1.25%

Vista Private Wealth Partners. LLC

685.35K

Jun 30, 26

+12.83K

1.09%

MKT Advisors LLC

661.76K

Jun 30, 26

+49.28K

1.06%

LPL Financial LLC

640.84K

Jun 30, 26

+24.18K

1.02%

Merit Financial Group, LLC

588.26K

Jun 30, 26

+570.19K

0.94%

Wealth Management Strategies, Inc.

577.58K

Jun 30, 26

+34.96K

0.92%

Krilogy Financial LLC

562.28K

Jun 30, 26

+41.17K

0.90%

Integrated Wealth Concepts LLC

561.14K

Jun 30, 26

+217.20K

0.89%

Legacy Private Trust Co.

555.56K

Jun 30, 26

+18.31K

0.89%

Stratos Wealth Partners, LTD.

533.45K

Jun 30, 26

+15.54K

0.85%

Probity Advisors, Inc.

530.49K

Jun 30, 26

+44.95K

0.85%

SHELTON WEALTH MANAGEMENT, LLC

501.21K

Jun 30, 26

+34.31K

0.80%

NewEdge Advisors, LLC

499.98K

Jun 30, 26

+45.94K

0.80%

ES4, LLC

457.92K

Jun 30, 26

+457.92K

0.73%

Heartwood Wealth Advisors LLC

446.25K

Jun 30, 26

+7.26K

0.71%

Waycross Investment Management Co

443.17K

Jun 30, 26

+7.26K

0.71%

EIGHT 31 FINANCIAL LLC

436.56K

Jun 30, 26

+11.63K

0.70%

MCF Advisors LLC

431.90K

Jun 30, 26

+430.56K

0.69%

PARK AVENUE SECURITIES LLC

396.11K

Jun 30, 26

-40.46K

0.63%

D.A. DAVIDSON & CO.

382.80K

Jun 30, 26

+23.38K

0.61%

Robertson Stephens Wealth Management, LLC

373.14K

Jun 30, 26

+11.46K

0.60%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

324.03K

Jun 30, 26

+48.82K

0.52%

SPRENG CAPITAL MANAGEMENT, INC.

322.52K

Jun 30, 26

-755

0.51%

FORONJY FINANCIAL LLC

315.57K

Jun 30, 26

+18.75K

0.50%

FAGAN ASSOCIATES, INC.

294.22K

Jun 30, 26

+1.37K

0.47%

ADVISOR GROUP HOLDINGS, INC.

290.71K

Jun 30, 26

+2.22K

0.46%

STIFEL FINANCIAL CORP

275.98K

Jun 30, 26

-711.28K

0.44%

CENTRAL TRUST Co

274.94K

Jun 30, 26

+12.75K

0.44%

REBALANCE, LLC

270.44K

Jun 30, 26

+23.74K

0.43%

Janney Montgomery Scott LLC

263.62K

Jun 30, 26

+9.48K

0.42%

Baird Financial Group, Inc.

259.50K

Jun 30, 26

+26.70K

0.41%

Stockman Wealth Management, Inc.

255.94K

Jun 30, 26

+8.03K

0.41%

Baltimore-Washington Financial Advisors, Inc.

253.73K

Jun 30, 26

+30.91K

0.40%

Asset Dedication, LLC

247.83K

Jun 30, 26

+29.32K

0.40%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

237.72K

Jun 30, 26

-5.29K

0.38%

Belpointe Asset Management LLC

222.17K

Jun 30, 26

+11.69K

0.35%

Accretive Wealth Partners, LLC

201.94K

Jun 30, 26

+36.78K

0.32%

BOSTON FAMILY OFFICE LLC

184.18K

Jun 30, 26

+36.09K

0.29%

ROYAL BANK OF CANADA

182.78K

Jun 30, 26

-3.86K

0.29%

Portland Global Advisors LLC

178.94K

Jun 30, 26

+178.94K

0.29%

Financial Engines Advisors L.L.C.

178.85K

Jun 30, 26

-5.88K

0.29%

HOWLAND CAPITAL MANAGEMENT LLC

176.33K

Jun 30, 26

+24.00K

0.28%

Northstar Group, Inc.

170.99K

Jun 30, 26

+35.13K

0.27%

SIGNATUREFD, LLC

168.99K

Jun 30, 26

+2.31K

0.27%

THOROUGHBRED FINANCIAL SERVICES, LLC

165.83K

Jun 30, 26

-9.73K

0.26%

Parallel Advisors, LLC

159.66K

Jun 30, 26

+10.41K

0.25%

MV CAPITAL MANAGEMENT, INC.

142.76K

Jun 30, 26

0.23%

SCS Capital Management LLC

132.57K

Jun 30, 26

-1.62K

0.21%

Cetera Investment Advisers

130.97K

Jun 30, 26

-350

0.21%

Sanctuary Advisors, LLC

123.86K

Jun 30, 26

+27.25K

0.20%

Apella Capital, LLC

123.65K

Jun 30, 26

+20.89K

0.20%

LEAVELL INVESTMENT MANAGEMENT, INC.

117.57K

Jun 30, 26

-1.73K

0.19%

Hughes Financial Services, LLC

102.83K

Jun 30, 26

+3.29K

0.16%

Valmark Advisers, Inc.

101.27K

Jun 30, 26

+26.50K

0.16%

TITLEIST ASSET MANAGEMENT, LLC

99.48K

Jun 30, 26

+13.97K

0.16%

HighTower Advisors, LLC

84.52K

Jun 30, 26

-38.02K

0.13%

Atria Investments, Inc

82.00K

Jun 30, 26

-6.50K

0.13%

Allworth Financial LP

79.12K

Jun 30, 26

+3.14K

0.13%

Midwest Professional Planners, LTD.

76.72K

Jun 30, 26

+18.93K

0.12%

ASSOCIATED BANC-CORP

69.24K

Jun 30, 26

+494

0.11%

SUMMITPOINT CAPITAL MANAGEMENT

67.08K

Jun 30, 26

-13.20K

0.11%

IFP Advisors, Inc

66.48K

Jun 30, 26

-5.15K

0.11%

CAPTRUST FINANCIAL ADVISORS

65.86K

Jun 30, 26

-25.43K

0.11%

Montecito Bank & Trust

61.84K

Jun 30, 26

+5.54K

0.10%

Reliant Wealth Planning

61.31K

Jun 30, 26

+896

0.10%

JIM SAULNIER & ASSOCIATES, LLC

60.84K

Jun 30, 26

+2.18K

0.10%

GOLDMAN SACHS GROUP INC

60.10K

Jun 30, 26

+40.24K

0.10%

KING LUTHER CAPITAL MANAGEMENT CORP

59.61K

Jun 30, 26

0.10%

Foundry Financial Group, Inc.

59.55K

Jun 30, 26

+380

0.09%

BIP Wealth, LLC

57.90K

Jun 30, 26

-107.36K

0.09%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

56.51K

Jun 30, 26

+18.02K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

49.69K

Jun 30, 26

+49.69K

0.08%

THRIVENT FINANCIAL FOR LUTHERANS

48.66K

Jun 30, 26

0.08%

Snowden Capital Advisors LLC

43.56K

Jun 30, 26

+536

0.07%

Cambridge Investment Research Advisors, Inc.

43.41K

Jun 30, 26

-41.90K

0.07%

Cerity Partners LLC

42.79K

Jun 30, 26

-670

0.07%

MOULTON WEALTH MANAGEMENT, INC

42.41K

Jun 30, 26

+42.41K

0.07%

KFG WEALTH MANAGEMENT, LLC

41.44K

Jun 30, 26

+723

0.07%

Atlantic Private Wealth, LLC

41.12K

Jun 30, 26

-1.33K

0.07%

Compass Ion Advisors, LLC

38.09K

Jun 30, 26

0.06%

DUNCKER STREETT & CO INC

37.74K

Jun 30, 26

+356

0.06%

Great Diamond Partners, LLC

37.08K

Jun 30, 26

+11.17K

0.06%

CARY STREET PARTNERS FINANCIAL LLC

36.16K

Jun 30, 26

-5.69K

0.06%

Kerntke Otto McGlone Wealth Management Group

35.64K

Jun 30, 26

+9.03K

0.06%

Chris Bulman Inc

35.59K

Jun 30, 26

-3.24K

0.06%

Community Financial Services Group, LLC

34.39K

Jun 30, 26

+34.39K

0.05%

Capital Investment Advisors, LLC

33.27K

Jun 30, 26

+40

0.05%

BENJAMIN EDWARDS INC

33.09K

Jun 30, 26

-770.00K

0.05%

AQR CAPITAL MANAGEMENT LLC

32.45K

Jun 30, 26

+5.50K

0.05%

L2 Asset Management, LLC

32.33K

Jun 30, 26

+1.02K

0.05%

Mendota Financial Group, LLC

31.81K

Jun 30, 26

+301

0.05%

HARBOUR INVESTMENTS, INC.

29.36K

Jun 30, 26

+277

0.05%

Keeler THomas Management LLC

28.92K

Jun 30, 26

-10.26K

0.05%

Granite Harbor Advisors, Inc.

28.82K

Jun 30, 26

-14.91K

0.05%

Straight Path Wealth Management

28.63K

Jun 30, 26

-1.03K

0.05%

Independent Advisor Alliance

27.92K

Jun 30, 26

-105.29K

0.04%

Blake Schutter Theil Wealth Advisors, LLC

27.44K

Jun 30, 26

0.04%

Creative Planning

26.77K

Jun 30, 26

+26.77K

0.04%

NATIONAL BANK OF CANADA /FI/

26.23K

Jun 30, 26

+2.10K

0.04%

MML INVESTORS SERVICES, LLC

24.73K

Jun 30, 26

+6.02K

0.04%

Modern Wealth Management, LLC

24.23K

Jun 30, 26

+24.23K

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

24.08K

Jun 30, 26

+23

0.04%

TABLEAUX LLC

23.23K

Jun 30, 26

-2.41K

0.04%

FIFTH THIRD BANCORP

22.76K

Jun 30, 26

+20.02K

0.04%

Old Port Advisors

22.56K

Jun 30, 26

-404

0.04%

Daybright Advisory Services, Inc.

21.65K

Jun 30, 26

+271

0.03%

Kestra Advisory Services, LLC

20.86K

Jun 30, 26

-2.24K

0.03%

DecisionMap Wealth Management, LLC

20.30K

Jun 30, 26

+4.47K

0.03%

Jacobi Capital Management LLC

19.74K

Jun 30, 26

-124

0.03%

Heartland Bank & Trust Co

19.59K

Jun 30, 26

0.03%

Walleye Partners, LLC

19.25K

Jun 30, 26

+182

0.03%

Atwater Malick LLC

18.43K

Jun 30, 26

+4.58K

0.03%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

18.40K

Jun 30, 26

0.03%

Prime Capital Investment Advisors, LLC

18.20K

Jun 30, 26

+1.32K

0.03%

Prosperity Planning, Inc.

17.89K

Jun 30, 26

+2.31K

0.03%

Beacon Pointe Advisors, LLC

17.54K

Jun 30, 26

+629

0.03%

Black Maple Capital Management LP

17.50K

Jun 30, 26

0.03%

Summit Wealth Partners, LLC

17.38K

Jun 30, 26

+42

0.03%

STAR Financial Bank

17.32K

Jun 30, 26

-404

0.03%

CGN Advisors LLC

17.23K

Jun 30, 26

+79

0.03%

XY Planning Network, Inc.

17.23K

Jun 30, 26

+17.23K

0.03%

JOHNSON INVESTMENT COUNSEL INC

17.19K

Jun 30, 26

0.03%

Madrid Wealth Management, LLC

16.90K

Jun 30, 26

0.03%

Kestra Investment Management, LLC

16.85K

Jun 30, 26

+832

0.03%

OLD POINT TRUST & FINANCIAL SERVICES N A

16.49K

Jun 30, 26

+8.05K

0.03%

BARRETT & COMPANY, INC.

16.33K

Jun 30, 26

+5.37K

0.03%

Resources Investment Advisors, LLC.

16.28K

Jun 30, 26

-371

0.03%

TRANSCEND CAPITAL ADVISORS, LLC

15.93K

Jun 30, 26

0.03%

COWA, LLC

15.72K

Jun 30, 26

0.03%

Trinity Wealth Management, LLC

15.72K

Jun 30, 26

+54

0.03%

Single Point Partners, LLC

15.31K

Jun 30, 26

+15.31K

0.02%

LBMC INVESTMENT ADVISORS, LLC

14.73K

Jun 30, 26

0.02%

Element Wealth, LLC

14.52K

Jun 30, 26

+137

0.02%

Cyr Financial Inc.

14.38K

Jun 30, 26

+287

0.02%

Cambridge Financial Group, LLC

14.01K

Jun 30, 26

0.02%

Opus Capital Group, LLC

13.90K

Jun 30, 26

0.02%

JAMES INVESTMENT RESEARCH INC

13.70K

Jun 30, 26

0.02%

Crews Bank & Trust

13.59K

Jun 30, 26

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

13.43K

Jun 30, 26

-1.04K

0.02%

Madden Advisory Services, Inc.

13.29K

Jun 30, 26

+1.02K

0.02%

Old Mission Investment Co LLC

13.08K

Jun 30, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

13.06K

Jun 30, 26

0.02%

PRINCIPAL SECURITIES, INC.

13.05K

Jun 30, 26

+11

0.02%

JANE STREET GROUP, LLC

12.97K

Jun 30, 26

-5.78K

0.02%

Advisory Services Network, LLC

12.96K

Jun 30, 26

+226

0.02%

LIBERTY WEALTH MANAGEMENT LLC

12.95K

Jun 30, 26

0.02%

Physician Wealth Advisors, Inc.

12.94K

Jun 30, 26

+5.77K

0.02%

Koss-Olinger Consulting, LLC

12.92K

Jun 30, 26

+82

0.02%

MILESTONE ASSET MANAGEMENT, LLC

12.84K

Jun 30, 26

+12.84K

0.02%

Alamar Capital Management, LLC

12.70K

Jun 30, 26

0.02%

CFS Investment Advisory Services, LLC

12.39K

Jun 30, 26

0.02%

Conrad Siegel Investment Advisors, Inc.

12.27K

Jun 30, 26

+316

0.02%

Guidance Point Advisors, LLC

12.11K

Jun 30, 26

+254

0.02%

Autumn Glory Partners, LLC

12.01K

Jun 30, 26

+2.78K

0.02%

Vestmark Advisory Solutions, Inc.

11.90K

Jun 30, 26

+11.90K

0.02%

Highland Financial Advisors, LLC

11.70K

Jun 30, 26

0.02%

Resonant Capital Advisors, LLC

11.60K

Jun 30, 26

-476

0.02%

MGO ONE SEVEN LLC

11.06K

Jun 30, 26

+11.06K

0.02%

Global Retirement Partners, LLC

10.85K

Jun 30, 26

+10.85K

0.02%

Trust Co

10.27K

Jun 30, 26

0.02%

Apollon Wealth Management, LLC

10.07K

Jun 30, 26

-91

0.02%

Avidian Wealth Solutions, LLC

9.86K

Jun 30, 26

+9.86K

0.02%

Foundations Investment Advisors, LLC

9.53K

Jun 30, 26

-30

0.02%

Evergreen Wealth Solutions, LLC

9.50K

Jun 30, 26

-117.01K

0.02%

Penobscot Investment Management Company, Inc.

9.50K

Jun 30, 26

0.02%

WASHINGTON TRUST Co

9.36K

Jun 30, 26

0.01%

Koshinski Asset Management, Inc.

9.36K

Jun 30, 26

+9.36K

0.01%

Talon Private Wealth, LLC

9.35K

Jun 30, 26

+9.35K

0.01%

Colony Group, LLC

9.35K

Jun 30, 26

-6.71K

0.01%

Atlantic Union Bankshares Corp

6.32K

Jun 30, 26

+1.20K

0.01%

Cherry Tree Wealth Management, LLC

6.29K

Jun 30, 26

0.01%

High Note Wealth, LLC

5.74K

Jun 30, 26

0.01%

Hills Bank & Trust Co

5.48K

Jun 30, 26

+90

0.01%

Pinnacle Bancorp, Inc.

5.28K

Jun 30, 26

0.01%

Key FInancial Inc

5.00K

Jun 30, 26

+5.00K

0.01%

Farther Finance Advisors, LLC

4.61K

Jun 30, 26

+44

0.01%

US BANCORP \DE\

4.09K

Jun 30, 26

0.01%

Hara Capital LLC

4.00K

Jun 30, 26

-832

0.01%

FIDUCIARY FINANCIAL ADVISORS

3.88K

Jun 30, 26

+3.88K

0.01%

CNB Bank

3.78K

Jun 30, 26

+180

0.01%

Steward Partners Investment Advisory, LLC

3.73K

Jun 30, 26

-1.50K

0.01%

First PREMIER Bank

3.59K

Jun 30, 26

0.01%

Bogart Wealth, LLC

3.20K

Jun 30, 26

0.01%

NBH Bank

2.83K

Jun 30, 26

+2.83K

0.00%

Longview Financial Advisors LLC

2.60K

Jun 30, 26

+2.60K

0.00%

BANK OF MONTREAL /CAN/

2.35K

Jun 30, 26

+582

0.00%

Hyposwiss Advisors SA

2.28K

Jun 30, 26

0.00%

TD Capital Management LLC

2.10K

Jun 30, 26

+20

0.00%

Basepoint Wealth LLC

2.02K

Jun 30, 26

+19

0.00%

Robbins Farley

912

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

733

Jun 30, 26

+733

0.00%

GILPIN WEALTH MANAGEMENT, LLC

388

Jun 30, 26

0.00%

AE Wealth Management LLC

242

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

NBC SECURITIES, INC.

Jun 30, 26

-25

0.00%

FMR LLC

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

0.00%

BEACON FINANCIAL PLANNING, INC

Jun 30, 26

-9.57K

Cypress Point Wealth Management, LLC

Jun 30, 26

-119.72K

MAI Capital Management

Jun 30, 26

-4.37K

PFG Private Wealth Management, LLC

Jun 30, 26

-393.88K

SHUFRO ROSE & CO LLC

Jun 30, 26

-25.04K

Clayton Financial Group LLC

Jun 30, 26

-1.07K

CONFLUENCE INVESTMENT MANAGEMENT LLC

Jun 30, 26

-183.27K

Ameritas Advisory Services, LLC

Jun 30, 26

-100

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-1.81K

DROMS STRAUSS ADVISORS INC /MO/ /ADV

Jun 30, 26

-236.14K

CITADEL ADVISORS LLC

Jun 30, 26

-12.41K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-812

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-16.24K

EVEXIA WEALTH LLC

Jun 30, 26

-35.45K

Summit Trail Advisors, LLC

Jun 30, 26

-12.80K

FF Advisors,LLC

Jun 30, 26

-47.31K

Root Financial Partners, LLC

Jun 30, 26

-586

Intentional Wealth Strategies, LLC

Jun 30, 26

-647

Tower Research Capital LLC (TRC)

Jun 30, 26

-34.03K

CWM, LLC

756.66K

Mar 31, 26

+45.94K

1.21%

Leo Wealth, LLC

82.44K

Mar 31, 26

+14.10K

0.13%

Signature Wealth Management Group

16.65K

Mar 31, 26

0.03%

Jaffetilchin Investment Partners, LLC

12.29K

Mar 31, 26

+74

0.02%

Bank of Jackson Hole Trust

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

0.01%

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

1.07%

RAYMOND JAMES & ASSOCIATES

34.95K

Sep 30, 24

+6.31K

0.06%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

11.40K

Sep 30, 24

+11.40K

0.02%

FinTrust Capital Advisors, LLC

5.36K

Sep 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

18.41K

Jun 30, 24

+589

0.03%

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

0.60%