IDMO(IDMO)
IDMO
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 6.70M | Jun 30, 26 | +1.08M | 9.84% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.52M | Jun 30, 26 | +387.58K | 5.17% |
| Cetera Investment Advisers | 2.27M | Jun 30, 26 | +169.49K | 3.33% |
| SHP Wealth Management | 2.04M | Jun 30, 26 | +40.69K | 3.00% |
| RAYMOND JAMES FINANCIAL INC | 1.56M | Jun 30, 26 | +73.36K | 2.29% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.55M | Jun 30, 26 | +161.70K | 2.28% |
| Sixth Street Partners Management Company, L.P. | 1.39M | Jun 30, 26 | +1.39M | 2.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.39M | Jun 30, 26 | +359.86K | 2.05% |
| Equitable Holdings, Inc. | 925.78K | Jun 30, 26 | +200.69K | 1.36% |
| ADVISOR GROUP HOLDINGS, INC. | 861.28K | Jun 30, 26 | +224.80K | 1.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 804.67K | Jun 30, 26 | +84.68K | 1.18% |
| HighTower Advisors, LLC | 713.10K | Jun 30, 26 | +147.77K | 1.05% |
| MML INVESTORS SERVICES, LLC | 704.19K | Jun 30, 26 | +190.94K | 1.03% |
| ENVESTNET ASSET MANAGEMENT INC | 628.08K | Jun 30, 26 | +68.16K | 0.92% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 624.65K | Jun 30, 26 | +30.05K | 0.92% |
| Cambridge Investment Research Advisors, Inc. | 623.77K | Jun 30, 26 | +46.90K | 0.92% |
| BANK OF AMERICA CORP /DE/ | 612.15K | Jun 30, 26 | +76.54K | 0.90% |
| Drake & Associates, LLC | 598.23K | Jun 30, 26 | +49.67K | 0.88% |
| PLANNING ALTERNATIVES LTD /ADV | 503.72K | Jun 30, 26 | +20.74K | 0.74% |
| Gratus Wealth Advisors, LLC | 470.42K | Jun 30, 26 | +13.60K | 0.69% |
| MANCHESTER FINANCIAL INC | 463.58K | Jun 30, 26 | +7.56K | 0.68% |
| WELLS FARGO & COMPANY/MN | 459.35K | Jun 30, 26 | +101.27K | 0.67% |
| Modern Wealth Management, LLC | 457.49K | Jun 30, 26 | +209.47K | 0.67% |
| Retirement Management Systems Inc. | 435.49K | Jun 30, 26 | +30.08K | 0.64% |
| Whitaker-Myers Wealth Managers, LTD. | 432.40K | Jun 30, 26 | +34.68K | 0.63% |
| Rooted Wealth Advisors, Inc. | 428.29K | Jun 30, 26 | +49.12K | 0.63% |
| Insight Wealth Strategies, LLC | 385.73K | Jun 30, 26 | +17.22K | 0.57% |
| MERCER GLOBAL ADVISORS INC /ADV | 369.41K | Jun 30, 26 | +66.42K | 0.54% |
| Kestra Advisory Services, LLC | 344.94K | Jun 30, 26 | +35.31K | 0.51% |
| AFFINITY WEALTH LLC | 341.31K | Jun 30, 26 | +19.26K | 0.50% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 340.98K | Jun 30, 26 | +21.06K | 0.50% |
| D'Orazio & Associates, Inc. | 321.93K | Jun 30, 26 | +38.24K | 0.47% |
| Three Cord True Wealth Management, LLC | 313.99K | Jun 30, 26 | +23.98K | 0.46% |
| Private Advisor Group, LLC | 285.33K | Jun 30, 26 | -25.94K | 0.42% |
| NOMURA ASSET MANAGEMENT CO LTD | 279.80K | Jun 30, 26 | +279.80K | 0.41% |
| Bucket List Wealth Management, LLC | 253.22K | Jun 30, 26 | +38.36K | 0.37% |
| Janney Montgomery Scott LLC | 249.47K | Jun 30, 26 | +38.17K | 0.37% |
| Clark Wealth Partners | 239.17K | Jun 30, 26 | +3.25K | 0.35% |
| TITLEIST ASSET MANAGEMENT, LLC | 237.62K | Jun 30, 26 | +9.51K | 0.35% |
| Kovack Advisors, Inc. | 237.62K | Jun 30, 26 | +5.10K | 0.35% |
| StoneCrest Wealth Management, Inc. | 224.42K | Jun 30, 26 | -1.09K | 0.33% |
| Kingsview Wealth Management, LLC | 224.06K | Jun 30, 26 | +35.24K | 0.33% |
| Amplius Wealth Advisors, LLC | 222.33K | Jun 30, 26 | +30.53K | 0.33% |
| Meridian Wealth Management, LLC | 220.36K | Jun 30, 26 | +57.90K | 0.32% |
| JANE STREET GROUP, LLC | 200.00K | Jun 30, 26 | +116.96K | 0.29% |
| Cyr Financial Inc. | 199.92K | Jun 30, 26 | +10.21K | 0.29% |
| Per Stirling Capital Management, LLC. | 198.74K | Jun 30, 26 | -1.11K | 0.29% |
| THRIVENT FINANCIAL FOR LUTHERANS | 191.93K | Jun 30, 26 | +191.93K | 0.28% |
| CENTAURUS FINANCIAL, INC. | 187.72K | Jun 30, 26 | +1.20K | 0.28% |
| Segment Wealth Management, LLC | 184.42K | Jun 30, 26 | +174.66K | 0.27% |
| AAF Wealth Management, LLC | 183.13K | Jun 30, 26 | +183.13K | 0.27% |
| CPA Asset Management LLC | 176.93K | Jun 30, 26 | +126.61K | 0.26% |
| SILVER OAK SECURITIES, INCORPORATED | 174.82K | Jun 30, 26 | +3.39K | 0.26% |
| Tidemark, LLC | 174.61K | Jun 30, 26 | +7.23K | 0.26% |
| Integrated Wealth Concepts LLC | 173.49K | Jun 30, 26 | +125.66K | 0.25% |
| Welch Financial Planning, LLC | 170.30K | Jun 30, 26 | +64.14K | 0.25% |
| Dogwood Wealth Management LLC | 160.27K | Jun 30, 26 | +14.21K | 0.24% |
| Systelligence, LLC | 156.67K | Jun 30, 26 | -8.46K | 0.23% |
| Trademark Financial Management, LLC | 156.39K | Jun 30, 26 | +19.96K | 0.23% |
| IFC & Insurance Marketing, Inc. | 151.72K | Jun 30, 26 | +11.49K | 0.22% |
| Hidden Cove Wealth Management, LLC | 148.67K | Jun 30, 26 | +24.64K | 0.22% |
| RFG Advisory, LLC | 142.81K | Jun 30, 26 | -427.62K | 0.21% |
| Simplicity Wealth,LLC | 135.23K | Jun 30, 26 | +135.23K | 0.20% |
| WealthCare Investment Partners, LLC | 131.30K | Jun 30, 26 | -4.09K | 0.19% |
| SMITH, MOORE & CO. | 128.25K | Jun 30, 26 | +36.85K | 0.19% |
| Alpine Bank Wealth Management | 127.50K | Jun 30, 26 | -21.59K | 0.19% |
| Hennion & Walsh Asset Management, Inc. | 124.71K | Jun 30, 26 | +124.71K | 0.18% |
| Legend Financial Advisors, Inc. | 124.01K | Jun 30, 26 | -1.16K | 0.18% |
| USAdvisors Wealth Management, LLC | 123.53K | Jun 30, 26 | +34.30K | 0.18% |
| Brookstone Capital Management | 119.57K | Jun 30, 26 | -113.23K | 0.18% |
| Waverly Advisors, LLC | 109.94K | Jun 30, 26 | +108.65K | 0.16% |
| INDEPENDENT FINANCIAL GROUP, LLC | 109.10K | Jun 30, 26 | +41.78K | 0.16% |
| PERSPECTIVE WEALTH ADVISORS LLC | 106.56K | Jun 30, 26 | +26.74K | 0.16% |
| Horizon Investment Services, LLC | 104.83K | Jun 30, 26 | +5.07K | 0.15% |
| San Luis Wealth Advisors LLC | 104.70K | Jun 30, 26 | +13.06K | 0.15% |
| HARBOUR INVESTMENTS, INC. | 101.11K | Jun 30, 26 | -23.70K | 0.15% |
| Baird Financial Group, Inc. | 100.45K | Jun 30, 26 | -305 | 0.15% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 99.64K | Jun 30, 26 | +2.41K | 0.15% |
| Sigma Planning Corp | 94.46K | Jun 30, 26 | +2.02K | 0.14% |
| CITADEL ADVISORS LLC | 91.40K | Jun 30, 26 | -63.70K | 0.13% |
| Spence Asset Management | 90.87K | Jun 30, 26 | +4.16K | 0.13% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 90.30K | Jun 30, 26 | +3.13K | 0.13% |
| Urban Wealth Management, LLC | 84.46K | Jun 30, 26 | +2.71K | 0.12% |
| Embree Financial Group | 83.86K | Jun 30, 26 | +32.23K | 0.12% |
| Perfromance Wealth Partners, LLC | 83.19K | Jun 30, 26 | +17.81K | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 79.81K | Jun 30, 26 | +7.37K | 0.12% |
| Greenline Wealth Management LLC | 78.44K | Jun 30, 26 | +8.05K | 0.12% |
| Paladin Advisory Group, LLC | 77.84K | Jun 30, 26 | +1.50K | 0.11% |
| Cedar Wealth Management, LLC | 76.77K | Jun 30, 26 | +27.89K | 0.11% |
| IFG Advisory, LLC | 75.77K | Jun 30, 26 | +75.77K | 0.11% |
| Perigon Wealth Management, LLC | 73.89K | Jun 30, 26 | +9.31K | 0.11% |
| STIFEL FINANCIAL CORP | 72.01K | Jun 30, 26 | -1.86K | 0.11% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 70.40K | Jun 30, 26 | +8.47K | 0.10% |
| CPWA, LLC | 68.73K | Jun 30, 26 | +1.38K | 0.10% |
| Professional Financial Advisors, LLC | 68.55K | Jun 30, 26 | +2.88K | 0.10% |
| Riverstone Advisors, LLC | 68.48K | Jun 30, 26 | +17.90K | 0.10% |
| Able Wealth Management LLC | 67.72K | Jun 30, 26 | -33.84K | 0.10% |
| GTS SECURITIES LLC | 67.49K | Jun 30, 26 | +37.79K | 0.10% |
| AssuredPartners Investment Advisors, LLC | 67.25K | Jun 30, 26 | +67.25K | 0.10% |
| FOUNDERS FINANCIAL SECURITIES LLC | 67.12K | Jun 30, 26 | -3.36K | 0.10% |
| Marshall & Sterling Wealth Advisors Inc. | 63.20K | Jun 30, 26 | -3.21K | 0.09% |
| KRAEMATON INVESTMENT ADVISORS, INC | 62.63K | Jun 30, 26 | +1.68K | 0.09% |
| PCG Wealth Advisors, LLC | 62.62K | Jun 30, 26 | -4.08K | 0.09% |
| TRUIST FINANCIAL CORP | 62.08K | Jun 30, 26 | +3.68K | 0.09% |
| WJ Wealth Management, LLC | 61.48K | Jun 30, 26 | -191 | 0.09% |
| RDA Financial Network | 60.21K | Jun 30, 26 | +3.46K | 0.09% |
| WPG Advisers, LLC | 59.64K | Jun 30, 26 | +11.49K | 0.09% |
| CreativeOne Wealth, LLC | 58.94K | Jun 30, 26 | +8.15K | 0.09% |
| Tempus Wealth Planning, LLC | 56.38K | Jun 30, 26 | +26.73K | 0.08% |
| ROYAL BANK OF CANADA | 55.79K | Jun 30, 26 | +7.70K | 0.08% |
| OPTIMA CAPITAL LLC | 54.98K | Jun 30, 26 | +3.77K | 0.08% |
| Ambassador Advisors, LLC | 53.88K | Jun 30, 26 | +1.75K | 0.08% |
| Gladstone Institutional Advisory LLC | 47.47K | Jun 30, 26 | +2.01K | 0.07% |
| Linscomb & Williams, Inc. | 47.10K | Jun 30, 26 | +18.14K | 0.07% |
| Meriwether Wealth & Planning, LLC | 46.14K | Jun 30, 26 | +6.84K | 0.07% |
| Sanctuary Advisors, LLC | 45.87K | Jun 30, 26 | +1.51K | 0.07% |
| MPWM ADVISORY SOLUTIONS, LLC | 44.52K | Jun 30, 26 | +5.06K | 0.07% |
| HBW Advisory Services LLC | 41.84K | Jun 30, 26 | -4.39K | 0.06% |
| Avid Wealth Partners LLC | 41.79K | Jun 30, 26 | -137.15K | 0.06% |
| Clear Creek Financial Management, LLC | 41.51K | Jun 30, 26 | -6.46K | 0.06% |
| Annex Advisory Services, LLC | 41.02K | Jun 30, 26 | +1.49K | 0.06% |
| Evergreen Wealth Partners LLC | 40.18K | Jun 30, 26 | +15.43K | 0.06% |
| Westmount Partners, LLC | 40.00K | Jun 30, 26 | +40.00K | 0.06% |
| Total Clarity Wealth Management, Inc. | 39.21K | Jun 30, 26 | +33.98K | 0.06% |
| Farther Finance Advisors, LLC | 38.60K | Jun 30, 26 | +1.75K | 0.06% |
| Continuum Advisory, LLC | 38.41K | Jun 30, 26 | +15.89K | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 38.11K | Jun 30, 26 | +252 | 0.06% |
| Strategic Financial Concepts, LLC | 37.11K | Jun 30, 26 | +2.59K | 0.05% |
| Lifetime Wealth Management P.C. | 36.08K | Jun 30, 26 | +6.53K | 0.05% |
| Stillwater Private Wealth, LLC | 35.70K | Jun 30, 26 | +35.70K | 0.05% |
| Apollon Wealth Management, LLC | 33.53K | Jun 30, 26 | +5.28K | 0.05% |
| Kensington Asset Management, LLC | 32.77K | Jun 30, 26 | +21.60K | 0.05% |
| Betterment LLC | 31.77K | Jun 30, 26 | +5.23K | 0.05% |
| JPMORGAN CHASE & CO | 31.44K | Jun 30, 26 | -121.44K | 0.05% |
| Dana Investment Advisors, Inc. | 31.08K | Jun 30, 26 | +4.04K | 0.05% |
| Steward Partners Investment Advisory, LLC | 29.90K | Jun 30, 26 | -13.65K | 0.04% |
| Secure Asset Management, LLC | 29.86K | Jun 30, 26 | -1.40K | 0.04% |
| Astoria Portfolio Advisors LLC. | 29.76K | Jun 30, 26 | +19.40K | 0.04% |
| Flagship Capital Management Inc. | 29.54K | Jun 30, 26 | +830 | 0.04% |
| Tower Wealth Partners, Inc. | 27.02K | Jun 30, 26 | +2.88K | 0.04% |
| EverSource Wealth Advisors, LLC | 26.84K | Jun 30, 26 | +4.33K | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 26.25K | Jun 30, 26 | +26.25K | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 26.06K | Jun 30, 26 | -389 | 0.04% |
| Argent Trust Co | 25.56K | Jun 30, 26 | +25.56K | 0.04% |
| LongView Wealth Management | 25.50K | Jun 30, 26 | +3.78K | 0.04% |
| Pearl Planning LLC | 25.37K | Jun 30, 26 | +8.56K | 0.04% |
| FIDUCIARY FINANCIAL ADVISORS | 24.77K | Jun 30, 26 | +24.77K | 0.04% |
| LexAurum Advisors, LLC | 24.11K | Jun 30, 26 | +2.90K | 0.04% |
| RiverTree Advisors, LLC | 23.84K | Jun 30, 26 | +14.26K | 0.03% |
| Vestmark Advisory Solutions, Inc. | 23.66K | Jun 30, 26 | +23.66K | 0.03% |
| TOP Private Wealth LLC. | 23.59K | Jun 30, 26 | +23.59K | 0.03% |
| Belpointe Asset Management LLC | 23.54K | Jun 30, 26 | -10.81K | 0.03% |
| Global Assets Advisory, LLC | 23.44K | Jun 30, 26 | +23.44K | 0.03% |
| Quantinno Capital Management LP | 23.42K | Jun 30, 26 | +10.71K | 0.03% |
| Essex Financial Services, Inc. | 23.31K | Jun 30, 26 | +5.95K | 0.03% |
| CGC Financial Services, LLC | 22.28K | Jun 30, 26 | +3.37K | 0.03% |
| Steelhead Wealth Management LLC | 21.61K | Jun 30, 26 | +1.63K | 0.03% |
| Valued Retirements, Inc. | 20.86K | Jun 30, 26 | +103 | 0.03% |
| Pachira Investments Inc. | 19.95K | Jun 30, 26 | +315 | 0.03% |
| Southland Equity Partners LLC | 19.09K | Jun 30, 26 | +924 | 0.03% |
| Capital Analysts, LLC | 18.45K | Jun 30, 26 | +2.51K | 0.03% |
| Csenge Advisory Group | 18.29K | Jun 30, 26 | +6.85K | 0.03% |
| Entelevest, LLC | 18.11K | Jun 30, 26 | +1.83K | 0.03% |
| WCG Wealth Advisors LLC | 17.80K | Jun 30, 26 | +5.40K | 0.03% |
| PRINCIPAL SECURITIES, INC. | 17.37K | Jun 30, 26 | -23.45K | 0.03% |
| Meridian Financial, LLC | 17.31K | Jun 30, 26 | +6.72K | 0.03% |
| TENET WEALTH PARTNERS, LLC | 17.18K | Jun 30, 26 | +17.18K | 0.03% |
| Fortis Group Advisors, LLC | 16.75K | Jun 30, 26 | +1.08K | 0.02% |
| CAPITAL PERFORMANCE ADVISORS LLP | 16.64K | Jun 30, 26 | +143 | 0.02% |
| Key Client Fiduciary Advisors, LLC | 16.19K | Jun 30, 26 | -409 | 0.02% |
| GOLDMAN SACHS GROUP INC | 16.15K | Jun 30, 26 | +8.36K | 0.02% |
| Creative Planning | 15.83K | Jun 30, 26 | -2.44K | 0.02% |
| Mariner, LLC | 15.75K | Jun 30, 26 | -2.24K | 0.02% |
| Next Level Private LLC | 15.57K | Jun 30, 26 | -161 | 0.02% |
| Triumph Capital Management | 15.18K | Jun 30, 26 | -1.15K | 0.02% |
| Lunt Capital Management, Inc. | 15.00K | Jun 30, 26 | +15.00K | 0.02% |
| Western Wealth Management, LLC | 14.65K | Jun 30, 26 | +1.60K | 0.02% |
| Rollins Financial Advisors, LLC | 14.17K | Jun 30, 26 | +830 | 0.02% |
| Daner Wealth Management, LLC | 13.28K | Jun 30, 26 | -584 | 0.02% |
| Bank of New York Mellon Corp | 12.95K | Jun 30, 26 | +12.95K | 0.02% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 12.88K | Jun 30, 26 | -3.15K | 0.02% |
| Atlantic Union Bankshares Corp | 12.78K | Jun 30, 26 | +12.78K | 0.02% |
| Sankala Group LLC | 12.45K | Jun 30, 26 | +6.31K | 0.02% |
| Berger Financial Group, Inc | 12.38K | Jun 30, 26 | +2.54K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 11.81K | Jun 30, 26 | +3.02K | 0.02% |
| RASP WEALTH SOLUTIONS, LLC | 11.73K | Jun 30, 26 | +11.73K | 0.02% |
| Scarborough Advisors, LLC | 11.41K | Jun 30, 26 | +9.54K | 0.02% |
| Fortune Financial Group, Inc. | 11.31K | Jun 30, 26 | +6.66K | 0.02% |
| IHT Wealth Management, LLC | 10.78K | Jun 30, 26 | +5.74K | 0.02% |
| Redhawk Wealth Advisors, Inc. | 10.48K | Jun 30, 26 | +1.38K | 0.02% |
| Geneos Wealth Management Inc. | 10.46K | Jun 30, 26 | +1.41K | 0.02% |
| Ausdal Financial Partners, Inc. | 10.20K | Jun 30, 26 | +300 | 0.01% |
| PATTON ALBERTSON MILLER GROUP, LLC | 9.98K | Jun 30, 26 | +958 | 0.01% |
| LaSalle St. Investment Advisors, LLC | 9.80K | Jun 30, 26 | +2 | 0.01% |
| J.W. COLE ADVISORS, INC. | 9.80K | Jun 30, 26 | +9.80K | 0.01% |
| Madison Wealth Partners, Inc | 9.70K | Jun 30, 26 | +9.70K | 0.01% |
| WESPAC Advisors, LLC | 9.57K | Jun 30, 26 | -- | 0.01% |
| BEACON FINANCIAL PLANNING, INC | 9.30K | Jun 30, 26 | +9.30K | 0.01% |
| Solano Wealth Investment Advisors LLC | 8.87K | Jun 30, 26 | +819 | 0.01% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8.78K | Jun 30, 26 | -1.05K | 0.01% |
| Wall Capital Group, Inc. | 8.55K | Jun 30, 26 | +8.55K | 0.01% |
| CI Private Wealth, LLC | 8.38K | Jun 30, 26 | +8.38K | 0.01% |
| Fiduciary Alliance LLC | 8.35K | Jun 30, 26 | +856 | 0.01% |
| Signet Private Wealth LLC | 8.34K | Jun 30, 26 | +1.66K | 0.01% |
| PRAIRIE ADVISORY, LLC | 8.27K | Jun 30, 26 | +8.27K | 0.01% |
| TD Waterhouse Canada Inc. | 8.07K | Jun 30, 26 | +4.30K | 0.01% |
| FIFTH THIRD SECURITIES, INC. | 7.98K | Jun 30, 26 | +7.98K | 0.01% |
| Financial Partners Group, Inc | 7.88K | Jun 30, 26 | +7.88K | 0.01% |
| Integrated Advisors Network LLC | 7.65K | Jun 30, 26 | +2.77K | 0.01% |
| CIBC WORLD MARKET INC. | 7.13K | Jun 30, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 6.96K | Jun 30, 26 | -5.72K | 0.01% |
| Baron Wealth Management LLC | 6.94K | Jun 30, 26 | +59 | 0.01% |
| Fortis Capital Advisors, LLC | 6.82K | Jun 30, 26 | +200 | 0.01% |
| FLORIDA FINANCIAL ADVISORS, LLC | 6.73K | Jun 30, 26 | -1.02K | 0.01% |
| CoreCap Advisors, LLC | 6.69K | Jun 30, 26 | -947 | 0.01% |
| Commerce Advisors, LLC | 6.64K | Jun 30, 26 | +212 | 0.01% |
| Fermata Advisors, LLC | 6.39K | Jun 30, 26 | +6.39K | 0.01% |
| WILLNER & HELLER, LLC | 6.32K | Jun 30, 26 | -38 | 0.01% |
| JHP Wealth Management, LLC | 6.20K | Jun 30, 26 | +350 | 0.01% |
| CIBC Bancorp USA Inc. | 6.00K | Jun 30, 26 | -- | 0.01% |
| BNB Wealth Management, LLC | 5.95K | Jun 30, 26 | +964 | 0.01% |
| PRIVATE TRUST CO NA | 5.89K | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 5.68K | Jun 30, 26 | +3.35K | 0.01% |
| Global Retirement Partners, LLC | 5.67K | Jun 30, 26 | +5.67K | 0.01% |
| Independent Wealth Network Inc. | 5.61K | Jun 30, 26 | +248 | 0.01% |
| Holistic Planning, LLC | 5.48K | Jun 30, 26 | +498 | 0.01% |
| Redwood Financial Network Corp | 5.36K | Jun 30, 26 | +5.36K | 0.01% |
| AE Wealth Management LLC | 5.34K | Jun 30, 26 | +2.72K | 0.01% |
| MONECO Advisors, LLC | 5.33K | Jun 30, 26 | +38 | 0.01% |
| SAGESPRING WEALTH PARTNERS, LLC | 5.25K | Jun 30, 26 | +5.25K | 0.01% |
| CULLEN/FROST BANKERS, INC. | 5.18K | Jun 30, 26 | +5.18K | 0.01% |
| SRS Capital Advisors, Inc. | 5.16K | Jun 30, 26 | +4.47K | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.11K | Jun 30, 26 | +888 | 0.01% |
| ADAPT WEALTH ADVISORS, LLC | 5.00K | Jun 30, 26 | +5.00K | 0.01% |
| Plante Moran Financial Advisors, LLC | 4.94K | Jun 30, 26 | +4.94K | 0.01% |
| Stronghold Wealth Management L.L.C. | 4.92K | Jun 30, 26 | +66 | 0.01% |
| Naviter Wealth, LLC | 4.89K | Jun 30, 26 | +4.89K | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 4.88K | Jun 30, 26 | +4.88K | 0.01% |
| LOCKERMAN FINANCIAL GROUP, INC. | 4.77K | Jun 30, 26 | +13 | 0.01% |
| John W. Brooker & Co., CPAs | 4.76K | Jun 30, 26 | +923 | 0.01% |
| PARTNERS WEALTH MANAGEMENT, LLC | 4.41K | Jun 30, 26 | -13 | 0.01% |
| Regatta Research & Money Management | 4.07K | Jun 30, 26 | +4.07K | 0.01% |
| Nuveen, LLC | 4.05K | Jun 30, 26 | +4.05K | 0.01% |
| Planned Solutions, Inc. | 3.69K | Jun 30, 26 | +3.69K | 0.01% |
| Collier Financial | 3.64K | Jun 30, 26 | -- | 0.01% |
| May Hill Capital, LLC | 3.57K | Jun 30, 26 | +3.57K | 0.01% |
| IFP Advisors, Inc | 3.30K | Jun 30, 26 | -34 | 0.00% |
| Rockefeller Capital Management L.P. | 3.04K | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 2.50K | Jun 30, 26 | +1.22K | 0.00% |
| West Financial Advisors, LLC | 2.41K | Jun 30, 26 | +2.41K | 0.00% |
| Golden State Wealth Management, LLC | 2.39K | Jun 30, 26 | -622 | 0.00% |
| Aptus Capital Advisors, LLC | 2.22K | Jun 30, 26 | +648 | 0.00% |
| Lodestone Wealth Management LLC | 2.05K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 2.00K | Jun 30, 26 | -- | 0.00% |
| GGM Financials LLC | 1.97K | Jun 30, 26 | +1.05K | 0.00% |
| EP Wealth Advisors, LLC | 1.89K | Jun 30, 26 | +1.89K | 0.00% |
| MORGAN STANLEY | 1.83K | Jun 30, 26 | -1.69K | 0.00% |
| NewEdge Advisors, LLC | 1.56K | Jun 30, 26 | -22.49K | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 1.23K | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 1.17K | Jun 30, 26 | +1.17K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.16K | Jun 30, 26 | +4 | 0.00% |
| Planning Strategies Inc. | 935 | Jun 30, 26 | +935 | 0.00% |
| BESSEMER GROUP INC | 772 | Jun 30, 26 | -238 | 0.00% |
| Harbor Asset Planning, Inc. | 755 | Jun 30, 26 | +6 | 0.00% |
| ORG Wealth Partners, LLC | 705 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 613 | Jun 30, 26 | -764 | 0.00% |
| Medallion Wealth Advisors, LLC | 598 | Jun 30, 26 | +598 | 0.00% |
| Larson Financial Group LLC | 349 | Jun 30, 26 | +258 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 348 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 334 | Jun 30, 26 | +185 | 0.00% |
| UBS Group AG | 292 | Jun 30, 26 | +292 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 270 | Jun 30, 26 | +270 | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 261 | Jun 30, 26 | +2 | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 161 | Jun 30, 26 | +1 | 0.00% |
| FIRST COMMUNITY TRUST NA | 150 | Jun 30, 26 | -- | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 141 | Jun 30, 26 | -122 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 112 | Jun 30, 26 | -1.47K | 0.00% |
| BANK OF MONTREAL /CAN/ | 90 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 76 | Jun 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 58 | Jun 30, 26 | +58 | 0.00% |
| Crews Bank & Trust | 52 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 42 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 35 | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 19 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 16 | Jun 30, 26 | +16 | 0.00% |
| Physician Wealth Advisors, Inc. | 16 | Jun 30, 26 | +16 | 0.00% |
| ASSETMARK, INC | 7 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 5 | Jun 30, 26 | -19 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -96.09K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -7.97K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -911 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -24.68K | -- |
| Cornerstone Wealth Management, LLC | -- | Jun 30, 26 | -10.65K | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -4.74K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -53.81K | -- |
| ARMSTRONG ADVISORY GROUP, INC | -- | Jun 30, 26 | -1.48K | -- |
| Vise Technologies, Inc. | -- | Jun 30, 26 | -10.16K | -- |
| Maridea Wealth Management LLC | -- | Jun 30, 26 | -5.59K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -104.18K | -- |
| Community Financial Services Group, LLC | -- | Jun 30, 26 | -1.20K | -- |
| Indiana Trust & Investment Management CO | -- | Jun 30, 26 | -253 | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -603 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -1.51K | -- |
| Wise Wealth Partners | -- | Jun 30, 26 | -56.35K | -- |
| Abound Wealth Management | -- | Jun 30, 26 | -2.09K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.86K | -- |
| Wealthcare Advisory Partners LLC | -- | Jun 30, 26 | -6.17K | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -20 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -30 | -- |
| Galvin, Gaustad & Stein, LLC | -- | Jun 30, 26 | -6.11K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -29.74K | -- |
| Main Street Financial Solutions, LLC | -- | Jun 30, 26 | -5.66K | -- |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -12.28K | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -285.54K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -8.95K | -- |
| Stratos Wealth Partners, LTD. | -- | Jun 30, 26 | -12.43K | -- |
| CWM, LLC | 538.91K | Mar 31, 26 | +65.68K | 0.79% |
| McIlrath & Eck, LLC | 455.52K | Mar 31, 26 | +13.69K | 0.67% |
| TruWealth Advisors, LLC | 107.39K | Mar 31, 26 | +9.07K | 0.16% |
| Skopos Labs, Inc. | 4.05K | Mar 31, 26 | +4.05K | 0.01% |
| ORG Partners LLC | 195.27K | Dec 31, 25 | +20.90K | 0.29% |
| CIBC Private Wealth Group, LLC | 6.00K | Dec 31, 25 | +6.00K | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.30K | -- |
| NAPA WEALTH MANAGEMENT | 19.62K | Sep 30, 25 | +19.62K | 0.03% |
| O'Dell Group, LLC | 16.06K | Sep 30, 25 | +16.06K | 0.02% |
| Abich Financial Wealth Management LLC | 300 | Sep 30, 25 | +300 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 13.67K | Jun 30, 25 | +1.72K | 0.02% |
| Congress Wealth Management LLC / DE / | 4.41K | Jun 30, 25 | +4.41K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 120.62K | Sep 30, 24 | +6.79K | 0.18% |
| ICA Group Wealth Management, LLC | 997 | Jun 30, 24 | +680 | 0.00% |
| Cetera Advisors LLC | 5.67K | Mar 31, 24 | +5.67K | 0.01% |