iShares U.S. Oil & Gas Exploration & Production ETF(IEO)

$110.52—

Chart

iShares U.S. Oil & Gas Exploration & Production ETF(IEO)

USBATS

$110.52—

Chart Studio

IEO(IEO)

IEO

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

Institutional Ownership

Top 230 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	309.46K	Mar 31, 26	+32.23K	6.34%
BNP PARIBAS ARBITRAGE, SNC	201.00K	Mar 31, 26	+201.00K	4.12%
Pictet & Cie (Europe) SA	157.25K	Mar 31, 26	+157.25K	3.22%
LPL Financial LLC	128.19K	Mar 31, 26	+33.55K	2.63%
BANK OF AMERICA CORP /DE/	117.07K	Mar 31, 26	+22.41K	2.40%
WELLS FARGO & COMPANY/MN	95.14K	Mar 31, 26	-14.85K	1.95%
EP Wealth Advisors, LLC	79.47K	Mar 31, 26	+22	1.63%
ROYAL BANK OF CANADA	61.03K	Mar 31, 26	+4.39K	1.25%
ENVESTNET ASSET MANAGEMENT INC	59.22K	Mar 31, 26	+1.54K	1.21%
COMMONWEALTH EQUITY SERVICES, LLC	54.92K	Mar 31, 26	+2.51K	1.13%
NewEdge Advisors, LLC	51.16K	Mar 31, 26	+50.75K	1.05%
UBS Group AG	49.89K	Mar 31, 26	+6.66K	1.02%
Mader & Shannon Wealth Management, Inc.	46.65K	Mar 31, 26	+46.65K	0.96%
AMERIPRISE FINANCIAL INC	44.03K	Mar 31, 26	-9.05K	0.90%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	44.02K	Mar 31, 26	+27.12K	0.90%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	44.01K	Mar 31, 26	+33.66K	0.90%
AMICA MUTUAL INSURANCE CO	42.75K	Mar 31, 26	--	0.88%
Investors Research Corp	36.89K	Mar 31, 26	+3.89K	0.76%
Horizon Wealth Management, LLC	31.86K	Mar 31, 26	+31.86K	0.65%
Mutual Advisors, LLC	30.31K	Mar 31, 26	-475	0.62%
RAYMOND JAMES FINANCIAL INC	27.30K	Mar 31, 26	-4.83K	0.56%
AlphaCore Capital LLC	25.80K	Mar 31, 26	-350	0.53%
GRIMES & COMPANY, INC.	23.93K	Mar 31, 26	-918	0.49%
MARTIN & CO INC /TN/	22.74K	Mar 31, 26	+112	0.47%
Mariner, LLC	22.13K	Mar 31, 26	+15.74K	0.45%
JOHNSON INVESTMENT COUNSEL INC	21.70K	Mar 31, 26	--	0.44%
COTTONWOOD CAPITAL ADVISORS, LLC	20.59K	Mar 31, 26	-198	0.42%
Cambridge Investment Research Advisors, Inc.	19.53K	Mar 31, 26	+3.42K	0.40%
STIFEL FINANCIAL CORP	19.00K	Mar 31, 26	+1.43K	0.39%
Quadrature Capital Ltd	17.78K	Mar 31, 26	+17.78K	0.36%
Beacon Pointe Advisors, LLC	16.69K	Mar 31, 26	+1.16K	0.34%
TRUIST FINANCIAL CORP	16.35K	Mar 31, 26	+196	0.34%
CITADEL ADVISORS LLC	15.96K	Mar 31, 26	-1.79K	0.33%
Wealth Management Partners, LLC	15.53K	Mar 31, 26	-522	0.32%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	15.44K	Mar 31, 26	-1.00K	0.32%
HighTower Advisors, LLC	14.70K	Mar 31, 26	+5.88K	0.30%
ADVISOR GROUP HOLDINGS, INC.	12.87K	Mar 31, 26	+404	0.26%
Independent Family Office, LLC	12.75K	Mar 31, 26	--	0.26%
CARRET ASSET MANAGEMENT, LLC	12.63K	Mar 31, 26	-7.49K	0.26%
JPMORGAN CHASE & CO	11.76K	Mar 31, 26	+618	0.24%
Cetera Investment Advisers	11.35K	Mar 31, 26	-62	0.23%
Savvy Advisors, Inc.	10.23K	Mar 31, 26	-24	0.21%
Enclave Advisors LLC	10.19K	Mar 31, 26	--	0.21%
JANE STREET GROUP, LLC	9.56K	Mar 31, 26	-171	0.20%
JONES FINANCIAL COMPANIES LLLP	9.22K	Mar 31, 26	+2.48K	0.19%
TWO SIGMA INVESTMENTS, LP	9.20K	Mar 31, 26	-9.95K	0.19%
Audent Global Asset Management, LLC	8.99K	Mar 31, 26	-11.80K	0.18%
MARSHALL WACE, LLP	8.97K	Mar 31, 26	+4.77K	0.18%
Cresset Asset Management, LLC	8.86K	Mar 31, 26	+1.34K	0.18%
PCG Wealth Advisors, LLC	8.18K	Mar 31, 26	-930	0.17%
Stegent Equity Advisors, Inc.	8.00K	Mar 31, 26	-17.69K	0.16%
RiverFront Investment Group, LLC	7.38K	Mar 31, 26	-319	0.15%
NORTHERN TRUST CORP	7.04K	Mar 31, 26	--	0.14%
Mezzasalma Advisors, LLC	6.96K	Mar 31, 26	-978	0.14%
Steward Partners Investment Advisory, LLC	6.71K	Mar 31, 26	+5.75K	0.14%
Creative Planning	6.19K	Mar 31, 26	+25	0.13%
Kestra Advisory Services, LLC	6.12K	Mar 31, 26	+2.61K	0.13%
Apollon Wealth Management, LLC	6.01K	Mar 31, 26	+6.01K	0.12%
Endowment Wealth Management, Inc.	5.97K	Mar 31, 26	-2.09K	0.12%
Mraz, Amerine & Associates, Inc.	5.92K	Mar 31, 26	-518	0.12%
Equitable Holdings, Inc.	5.60K	Mar 31, 26	-387	0.11%
Janney Montgomery Scott LLC	5.04K	Mar 31, 26	+144	0.10%
INDEPENDENT FINANCIAL GROUP, LLC	4.90K	Mar 31, 26	-446	0.10%
GUYASUTA INVESTMENT ADVISORS INC	4.89K	Mar 31, 26	--	0.10%
Private Advisor Group, LLC	4.75K	Mar 31, 26	-851	0.10%
MML INVESTORS SERVICES, LLC	4.73K	Mar 31, 26	-40.63K	0.10%
Vontobel Holding Ltd.	4.71K	Mar 31, 26	+4.71K	0.10%
Westmount Partners, LLC	4.24K	Mar 31, 26	+19	0.09%
TD Waterhouse Canada Inc.	4.24K	Mar 31, 26	+255	0.09%
ALTFEST L J & CO INC	4.23K	Mar 31, 26	+8	0.09%
STEPHENS INC /AR/	4.08K	Mar 31, 26	--	0.08%
Sanctuary Advisors, LLC	3.78K	Mar 31, 26	-1.06K	0.08%
Poehling Capital Management, INC.	3.50K	Mar 31, 26	--	0.07%
PNC FINANCIAL SERVICES GROUP, INC.	3.28K	Mar 31, 26	+550	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	3.02K	Mar 31, 26	+3.02K	0.06%
Qube Research & Technologies Ltd	3.02K	Mar 31, 26	-5.55K	0.06%
Dai-ichi Life International Holdings LLC	3.00K	Mar 31, 26	+3.00K	0.06%
FIDUCIARY TRUST CO	3.00K	Mar 31, 26	--	0.06%
MERCER GLOBAL ADVISORS INC /ADV	2.95K	Mar 31, 26	+10	0.06%
Betterment LLC	2.60K	Mar 31, 26	+2.60K	0.05%
Colony Group, LLC	2.55K	Mar 31, 26	-5.47K	0.05%
GOLDMAN SACHS GROUP INC	2.53K	Mar 31, 26	-6.36K	0.05%
FIRST HORIZON CORP	2.49K	Mar 31, 26	--	0.05%
Koshinski Asset Management, Inc.	2.37K	Mar 31, 26	+2.37K	0.05%
GILL CAPITAL PARTNERS, LLC	2.19K	Mar 31, 26	+2.19K	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2.17K	Mar 31, 26	+2.17K	0.04%
Rockefeller Capital Management L.P.	2.11K	Mar 31, 26	-8.27K	0.04%
CITIGROUP INC	2.11K	Mar 31, 26	--	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	1.96K	Mar 31, 26	+1.96K	0.04%
Sowell Financial Services LLC	1.96K	Mar 31, 26	+1.96K	0.04%
HARBOUR INVESTMENTS, INC.	1.71K	Mar 31, 26	+1.53K	0.03%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	1.56K	Mar 31, 26	-396	0.03%
Ignite Planners, LLC	1.52K	Mar 31, 26	+1.52K	0.03%
CX Institutional	1.51K	Mar 31, 26	+8	0.03%
Western Wealth Management, LLC	1.48K	Mar 31, 26	+1.48K	0.03%
one8zero8, LLC	1.43K	Mar 31, 26	--	0.03%
Red Tortoise LLC	1.16K	Mar 31, 26	+4	0.02%
FMR LLC	1.11K	Mar 31, 26	+17	0.02%
Ancora Advisors, LLC	1.02K	Mar 31, 26	--	0.02%
BANK OF MONTREAL /CAN/	1.02K	Mar 31, 26	--	0.02%
MSA Advisors, LLC	963	Mar 31, 26	+963	0.02%
B. Riley Wealth Advisors, Inc.	901	Mar 31, 26	+901	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	853	Mar 31, 26	--	0.02%
HARBOR INVESTMENT ADVISORY, LLC	800	Mar 31, 26	-500	0.02%
NBC SECURITIES, INC.	725	Mar 31, 26	-6	0.01%
BLAIR WILLIAM & CO/IL	712	Mar 31, 26	-1	0.01%
WHITTIER TRUST CO OF NEVADA INC	700	Mar 31, 26	--	0.01%
BlackRock, Inc.	526	Mar 31, 26	+326	0.01%
Strategic Wealth Partners, Ltd.	500	Mar 31, 26	--	0.01%
Anchor Investment Management, LLC	404	Mar 31, 26	--	0.01%
Golden State Wealth Management, LLC	377	Mar 31, 26	+177	0.01%
Winch Advisory Services, LLC	370	Mar 31, 26	-68	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	368	Mar 31, 26	+368	0.01%
RMG Wealth Management LLC	300	Mar 31, 26	+300	0.01%
MAI Capital Management	291	Mar 31, 26	--	0.01%
SIMPLEX TRADING, LLC	289	Mar 31, 26	+289	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	277	Mar 31, 26	+1	0.01%
NATIONAL BANK OF CANADA /FI/	275	Mar 31, 26	+150	0.01%
New England Capital Financial Advisors LLC	225	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	219	Mar 31, 26	-3	0.00%
AE Wealth Management LLC	209	Mar 31, 26	+150	0.00%
WHITTIER TRUST CO	203	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	202	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	200	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	187	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	176	Mar 31, 26	+176	0.00%
Larson Financial Group LLC	158	Mar 31, 26	+1	0.00%
HighMark Wealth Management LLC	158	Mar 31, 26	+1	0.00%
Abound Wealth Management	158	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	154	Mar 31, 26	--	0.00%
Avion Wealth	150	Mar 31, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	135	Mar 31, 26	+135	0.00%
Nova Wealth Management, Inc.	130	Mar 31, 26	--	0.00%
Spire Wealth Management	127	Mar 31, 26	+1	0.00%
FIFTH THIRD BANCORP	124	Mar 31, 26	+74	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	100	Mar 31, 26	-124	0.00%
HANTZ FINANCIAL SERVICES, INC.	100	Mar 31, 26	+100	0.00%
Destiny Wealth Partners, LLC	100	Mar 31, 26	+100	0.00%
US BANCORP \DE\	91	Mar 31, 26	+91	0.00%
Physician Wealth Advisors, Inc.	71	Mar 31, 26	--	0.00%
CWM, LLC	70	Mar 31, 26	-18	0.00%
Tidemark, LLC	70	Mar 31, 26	+70	0.00%
Advisory Services Network, LLC	69	Mar 31, 26	+69	0.00%
GAMMA Investing LLC	69	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	57	Mar 31, 26	-1	0.00%
Wagner Wealth Management, LLC	57	Mar 31, 26	+57	0.00%
Princeton Global Asset Management LLC	51	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	50	Mar 31, 26	+1	0.00%
PRIVATE TRUST CO NA	50	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	50	Mar 31, 26	-334	0.00%
Cedar Mountain Advisors, LLC	42	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	39	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	37	Mar 31, 26	+37	0.00%
ASSETMARK, INC	35	Mar 31, 26	--	0.00%
Morse Asset Management, Inc	22	Mar 31, 26	--	0.00%
MCF Advisors LLC	19	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	16	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	11	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	10	Mar 31, 26	--	0.00%
ALERUS FINANCIAL NA	7	Mar 31, 26	--	0.00%
PFS Partners, LLC	2	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	1	Mar 31, 26	--	0.00%
VIAWEALTH, LLC	--	Mar 31, 26	-2.78K	--
Garner Asset Management Corp	--	Mar 31, 26	-167	--
BEARING POINT CAPITAL, LLC	--	Mar 31, 26	-14.89K	--
HRT FINANCIAL LP	--	Mar 31, 26	-2.79K	--
Foundations Investment Advisors, LLC	--	Mar 31, 26	-8.76K	--
Compass Financial Services Inc	--	Mar 31, 26	-60	--
Tradewinds, LLC.	--	Mar 31, 26	-5.46K	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-254	--
STEPH & CO	--	Mar 31, 26	-592	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-6.26K	--
Sunbelt Securities, Inc.	--	Mar 31, 26	-2.45K	--
Capital Analysts, LLC	--	Mar 31, 26	-4.21K	--
CYPRESS ASSET MANAGEMENT INC/TX	3.29K	Dec 31, 25	-1.78K	0.07%
Global Retirement Partners, LLC	550	Dec 31, 25	-548	0.01%
CIBC Private Wealth Group, LLC	360	Dec 31, 25	--	0.01%
COMERICA BANK	74	Dec 31, 25	-31	0.00%
Running Point Capital Advisors, LLC	16	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-50	--
SPC Financial, Inc.	27.00K	Sep 30, 25	-111	0.55%
Amica Retiree Medical Trust	2.19K	Sep 30, 25	--	0.04%
AVANTAX ADVISORY SERVICES, INC.	2.74K	Jun 30, 25	-9	0.06%
First Horizon Advisors, Inc.	2.49K	Jun 30, 25	--	0.05%
Sandy Spring Bank	353	Mar 31, 25	-1.15K	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-279	--
RAYMOND JAMES & ASSOCIATES	41.49K	Sep 30, 24	-3.09K	0.85%
Raymond James Financial Services Advisors, Inc.	33.20K	Sep 30, 24	-4.33K	0.68%
VitalStone Financial, LLC	--	Sep 30, 24	-7	--
JANICZEK WEALTH MANAGEMENT, LLC	30	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	13.90K	Mar 31, 24	+7.68K	0.28%
Cetera Advisors LLC	3.97K	Mar 31, 24	+133	0.08%
TELEMUS CAPITAL, LLC	4.13K	Dec 31, 23	+4.13K	0.08%
TimeScale Financial, Inc.	61	Jun 30, 23	+1	0.00%
Personal Capital Advisors Corp	2.51K	Dec 31, 22	--	0.05%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-135	--
MORGAN JESS S & CO INC	39.19K	Sep 30, 22	+206	0.80%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	16.20K	Sep 30, 22	-353	0.33%
Spectrum Management Group, LLC	15.95K	Sep 30, 22	-3.60K	0.33%
55I, LLC	2.99K	Sep 30, 22	+2.99K	0.06%
American Portfolios Advisors	1.01K	Sep 30, 22	--	0.02%
KARLINSKI ANDREW C	455	Sep 30, 22	+455	0.01%
BIVIN & ASSOCIATES, INC.	250	Jun 30, 22	-100	0.01%
Sonora Investment Management, LLC	25	Sep 30, 21	--	0.00%
BHF RG Capital Inc.	--	Sep 30, 21	-9.15K	--
Stearns Financial Services Group	1.44K	Sep 30, 20	+23	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.39K	Dec 31, 19	+190	0.13%
Advisor Group, Inc.	5.49K	Dec 31, 19	-664	0.11%
WealthTrust Fairport, LLC	58.83K	Mar 31, 19	+520	1.21%
GREYSTONE INVESTMENT MANAGEMENT LLC	57.78K	Dec 31, 18	-655	1.18%
CUE ADVISORY SERVICES, INC.	5.15K	Sep 30, 18	+120	0.11%
Edge Advisors, LLC	46.19K	Jun 30, 18	+2.18K	0.95%
DREMAN VALUE MANAGEMENT, L L C	12.22K	Mar 31, 18	+12.22K	0.25%
TRAIN BABCOCK ADVISORS LLC	5.53K	Dec 31, 17	+5.53K	0.11%
RAY GERALD L & ASSOCIATES LTD	25.38K	Sep 30, 17	+1.21K	0.52%
Commonwealth Equity Services, Inc	13.76K	Jun 30, 17	-686	0.28%
Virtu KCG Holdings LLC	6.47K	Jun 30, 17	+6.47K	0.13%
WFG Advisors, LP	--	Jun 30, 17	-172	--
MSI Financial Services Inc	6.89K	Dec 31, 16	+280	0.14%
KANALY TRUST CO	375	Dec 31, 16	--	0.01%
SOCIETE GENERALE	29.18K	Jun 30, 16	+29.18K	0.60%
Alerus Investment Advisors Corp	57.72K	Mar 31, 16	+3.75K	1.18%
SMITH HAYES Advisers, Inc	6.69K	Dec 31, 15	-240	0.14%
MANAGED ACCOUNT ADVISORS LLC	46	Jun 30, 15	--	0.00%
BAIRD ROBERT W & CO INC /WI/	21.61K	Mar 31, 15	+2.73K	0.44%
STANCORP INVESTMENT ADVISERS INC	232	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	20.42K	Dec 31, 14	-340	0.42%
NEW ENGLAND SECURITIES CORP /MA/	468	Dec 31, 14	-5.21K	0.01%
UBS AG	81.31K	Sep 30, 14	+40.76K	1.67%
First Allied Securities, Inc.	1.70K	Jun 30, 12	--	0.03%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

309.46K

Mar 31, 26

+32.23K

6.34%

BNP PARIBAS ARBITRAGE, SNC

201.00K

Mar 31, 26

+201.00K

4.12%

Pictet & Cie (Europe) SA

157.25K

Mar 31, 26

+157.25K

3.22%

LPL Financial LLC

128.19K

Mar 31, 26

+33.55K

2.63%

BANK OF AMERICA CORP /DE/

117.07K

Mar 31, 26

+22.41K

2.40%

WELLS FARGO & COMPANY/MN

95.14K

Mar 31, 26

-14.85K

1.95%

EP Wealth Advisors, LLC

79.47K

Mar 31, 26

+22

1.63%

ROYAL BANK OF CANADA

61.03K

Mar 31, 26

+4.39K

1.25%

ENVESTNET ASSET MANAGEMENT INC

59.22K

Mar 31, 26

+1.54K

1.21%

COMMONWEALTH EQUITY SERVICES, LLC

54.92K

Mar 31, 26

+2.51K

1.13%

NewEdge Advisors, LLC

51.16K

Mar 31, 26

+50.75K

1.05%

UBS Group AG

49.89K

Mar 31, 26

+6.66K

1.02%

Mader & Shannon Wealth Management, Inc.

46.65K

Mar 31, 26

+46.65K

0.96%

AMERIPRISE FINANCIAL INC

44.03K

Mar 31, 26

-9.05K

0.90%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

44.02K

Mar 31, 26

+27.12K

0.90%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.01K

Mar 31, 26

+33.66K

0.90%

AMICA MUTUAL INSURANCE CO

42.75K

Mar 31, 26

0.88%

Investors Research Corp

36.89K

Mar 31, 26

+3.89K

0.76%

Horizon Wealth Management, LLC

31.86K

Mar 31, 26

+31.86K

0.65%

Mutual Advisors, LLC

30.31K

Mar 31, 26

-475

0.62%

RAYMOND JAMES FINANCIAL INC

27.30K

Mar 31, 26

-4.83K

0.56%

AlphaCore Capital LLC

25.80K

Mar 31, 26

-350

0.53%

GRIMES & COMPANY, INC.

23.93K

Mar 31, 26

-918

0.49%

MARTIN & CO INC /TN/

22.74K

Mar 31, 26

+112

0.47%

Mariner, LLC

22.13K

Mar 31, 26

+15.74K

0.45%

JOHNSON INVESTMENT COUNSEL INC

21.70K

Mar 31, 26

0.44%

COTTONWOOD CAPITAL ADVISORS, LLC

20.59K

Mar 31, 26

-198

0.42%

Cambridge Investment Research Advisors, Inc.

19.53K

Mar 31, 26

+3.42K

0.40%

STIFEL FINANCIAL CORP

19.00K

Mar 31, 26

+1.43K

0.39%

Quadrature Capital Ltd

17.78K

Mar 31, 26

+17.78K

0.36%

Beacon Pointe Advisors, LLC

16.69K

Mar 31, 26

+1.16K

0.34%

TRUIST FINANCIAL CORP

16.35K

Mar 31, 26

+196

0.34%

CITADEL ADVISORS LLC

15.96K

Mar 31, 26

-1.79K

0.33%

Wealth Management Partners, LLC

15.53K

Mar 31, 26

-522

0.32%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

15.44K

Mar 31, 26

-1.00K

0.32%

HighTower Advisors, LLC

14.70K

Mar 31, 26

+5.88K

0.30%

ADVISOR GROUP HOLDINGS, INC.

12.87K

Mar 31, 26

+404

0.26%

Independent Family Office, LLC

12.75K

Mar 31, 26

0.26%

CARRET ASSET MANAGEMENT, LLC

12.63K

Mar 31, 26

-7.49K

0.26%

JPMORGAN CHASE & CO

11.76K

Mar 31, 26

+618

0.24%

Cetera Investment Advisers

11.35K

Mar 31, 26

-62

0.23%

Savvy Advisors, Inc.

10.23K

Mar 31, 26

-24

0.21%

Enclave Advisors LLC

10.19K

Mar 31, 26

0.21%

JANE STREET GROUP, LLC

9.56K

Mar 31, 26

-171

0.20%

JONES FINANCIAL COMPANIES LLLP

9.22K

Mar 31, 26

+2.48K

0.19%

TWO SIGMA INVESTMENTS, LP

9.20K

Mar 31, 26

-9.95K

0.19%

Audent Global Asset Management, LLC

8.99K

Mar 31, 26

-11.80K

0.18%

MARSHALL WACE, LLP

8.97K

Mar 31, 26

+4.77K

0.18%

Cresset Asset Management, LLC

8.86K

Mar 31, 26

+1.34K

0.18%

PCG Wealth Advisors, LLC

8.18K

Mar 31, 26

-930

0.17%

Stegent Equity Advisors, Inc.

8.00K

Mar 31, 26

-17.69K

0.16%

RiverFront Investment Group, LLC

7.38K

Mar 31, 26

-319

0.15%

NORTHERN TRUST CORP

7.04K

Mar 31, 26

0.14%

Mezzasalma Advisors, LLC

6.96K

Mar 31, 26

-978

0.14%

Steward Partners Investment Advisory, LLC

6.71K

Mar 31, 26

+5.75K

0.14%

Creative Planning

6.19K

Mar 31, 26

+25

0.13%

Kestra Advisory Services, LLC

6.12K

Mar 31, 26

+2.61K

0.13%

Apollon Wealth Management, LLC

6.01K

Mar 31, 26

+6.01K

0.12%

Endowment Wealth Management, Inc.

5.97K

Mar 31, 26

-2.09K

0.12%

Mraz, Amerine & Associates, Inc.

5.92K

Mar 31, 26

-518

0.12%

Equitable Holdings, Inc.

5.60K

Mar 31, 26

-387

0.11%

Janney Montgomery Scott LLC

5.04K

Mar 31, 26

+144

0.10%

INDEPENDENT FINANCIAL GROUP, LLC

4.90K

Mar 31, 26

-446

0.10%

GUYASUTA INVESTMENT ADVISORS INC

4.89K

Mar 31, 26

0.10%

Private Advisor Group, LLC

4.75K

Mar 31, 26

-851

0.10%

MML INVESTORS SERVICES, LLC

4.73K

Mar 31, 26

-40.63K

0.10%

Vontobel Holding Ltd.

4.71K

Mar 31, 26

+4.71K

0.10%

Westmount Partners, LLC

4.24K

Mar 31, 26

+19

0.09%

TD Waterhouse Canada Inc.

4.24K

Mar 31, 26

+255

0.09%

ALTFEST L J & CO INC

4.23K

Mar 31, 26

0.09%

STEPHENS INC /AR/

4.08K

Mar 31, 26

0.08%

Sanctuary Advisors, LLC

3.78K

Mar 31, 26

-1.06K

0.08%

Poehling Capital Management, INC.

3.50K

Mar 31, 26

0.07%

PNC FINANCIAL SERVICES GROUP, INC.

3.28K

Mar 31, 26

+550

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

3.02K

Mar 31, 26

+3.02K

0.06%

Qube Research & Technologies Ltd

3.02K

Mar 31, 26

-5.55K

0.06%

Dai-ichi Life International Holdings LLC

3.00K

Mar 31, 26

+3.00K

0.06%

FIDUCIARY TRUST CO

3.00K

Mar 31, 26

0.06%

MERCER GLOBAL ADVISORS INC /ADV

2.95K

Mar 31, 26

+10

0.06%

Betterment LLC

2.60K

Mar 31, 26

+2.60K

0.05%

Colony Group, LLC

2.55K

Mar 31, 26

-5.47K

0.05%

GOLDMAN SACHS GROUP INC

2.53K

Mar 31, 26

-6.36K

0.05%

FIRST HORIZON CORP

2.49K

Mar 31, 26

0.05%

Koshinski Asset Management, Inc.

2.37K

Mar 31, 26

+2.37K

0.05%

GILL CAPITAL PARTNERS, LLC

2.19K

Mar 31, 26

+2.19K

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.17K

Mar 31, 26

+2.17K

0.04%

Rockefeller Capital Management L.P.

2.11K

Mar 31, 26

-8.27K

0.04%

CITIGROUP INC

2.11K

Mar 31, 26

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

1.96K

Mar 31, 26

+1.96K

0.04%

Sowell Financial Services LLC

1.96K

Mar 31, 26

+1.96K

0.04%

HARBOUR INVESTMENTS, INC.

1.71K

Mar 31, 26

+1.53K

0.03%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

1.56K

Mar 31, 26

-396

0.03%

Ignite Planners, LLC

1.52K

Mar 31, 26

+1.52K

0.03%

CX Institutional

1.51K

Mar 31, 26

0.03%

Western Wealth Management, LLC

1.48K

Mar 31, 26

+1.48K

0.03%

one8zero8, LLC

1.43K

Mar 31, 26

0.03%

Red Tortoise LLC

1.16K

Mar 31, 26

0.02%

FMR LLC

1.11K

Mar 31, 26

+17

0.02%

Ancora Advisors, LLC

1.02K

Mar 31, 26

0.02%

BANK OF MONTREAL /CAN/

1.02K

Mar 31, 26

0.02%

MSA Advisors, LLC

963

Mar 31, 26

+963

0.02%

B. Riley Wealth Advisors, Inc.

901

Mar 31, 26

+901

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

853

Mar 31, 26

0.02%

HARBOR INVESTMENT ADVISORY, LLC

800

Mar 31, 26

-500

0.02%

NBC SECURITIES, INC.

725

Mar 31, 26

-6

0.01%

BLAIR WILLIAM & CO/IL

712

Mar 31, 26

-1

0.01%

WHITTIER TRUST CO OF NEVADA INC

700

Mar 31, 26

0.01%

BlackRock, Inc.

526

Mar 31, 26

+326

0.01%

Strategic Wealth Partners, Ltd.

500

Mar 31, 26

0.01%

Anchor Investment Management, LLC

404

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

377

Mar 31, 26

+177

0.01%

Winch Advisory Services, LLC

370

Mar 31, 26

-68

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

368

Mar 31, 26

+368

0.01%

RMG Wealth Management LLC

300

Mar 31, 26

+300

0.01%

MAI Capital Management

291

Mar 31, 26

0.01%

SIMPLEX TRADING, LLC

289

Mar 31, 26

+289

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

277

Mar 31, 26

0.01%

NATIONAL BANK OF CANADA /FI/

275

Mar 31, 26

+150

0.01%

New England Capital Financial Advisors LLC

225

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

219

Mar 31, 26

-3

0.00%

AE Wealth Management LLC

209

Mar 31, 26

+150

0.00%

WHITTIER TRUST CO

203

Mar 31, 26

0.00%

HOWE & RUSLING INC

202

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

200

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

187

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

176

Mar 31, 26

+176

0.00%

Larson Financial Group LLC

158

Mar 31, 26

0.00%

HighMark Wealth Management LLC

158

Mar 31, 26

0.00%

Abound Wealth Management

158

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

154

Mar 31, 26

0.00%

Avion Wealth

150

Mar 31, 26

0.00%

Turtle Creek Wealth Advisors, LLC

135

Mar 31, 26

+135

0.00%

Nova Wealth Management, Inc.

130

Mar 31, 26

0.00%

Spire Wealth Management

127

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

124

Mar 31, 26

+74

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

100

Mar 31, 26

-124

0.00%

HANTZ FINANCIAL SERVICES, INC.

100

Mar 31, 26

+100

0.00%

Destiny Wealth Partners, LLC

100

Mar 31, 26

+100

0.00%

US BANCORP \DE\

Mar 31, 26

+91

0.00%

Physician Wealth Advisors, Inc.

Mar 31, 26

0.00%

CWM, LLC

Mar 31, 26

-18

0.00%

Tidemark, LLC

Mar 31, 26

+70

0.00%

Advisory Services Network, LLC

Mar 31, 26

+69

0.00%

GAMMA Investing LLC

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-1

0.00%

Wagner Wealth Management, LLC

Mar 31, 26

+57

0.00%

Princeton Global Asset Management LLC

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

-334

0.00%

Cedar Mountain Advisors, LLC

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

0.00%

Scarborough Advisors, LLC

Mar 31, 26

+37

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Morse Asset Management, Inc

Mar 31, 26

0.00%

MCF Advisors LLC

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

0.00%

PFS Partners, LLC

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

VIAWEALTH, LLC

Mar 31, 26

-2.78K

Garner Asset Management Corp

Mar 31, 26

-167

BEARING POINT CAPITAL, LLC

Mar 31, 26

-14.89K

HRT FINANCIAL LP

Mar 31, 26

-2.79K

Foundations Investment Advisors, LLC

Mar 31, 26

-8.76K

Compass Financial Services Inc

Mar 31, 26

-60

Tradewinds, LLC.

Mar 31, 26

-5.46K

Commonwealth Retirement Investments LLC

Mar 31, 26

-254

STEPH & CO

Mar 31, 26

-592

Tower Research Capital LLC (TRC)

Mar 31, 26

-6.26K

Sunbelt Securities, Inc.

Mar 31, 26

-2.45K

Capital Analysts, LLC

Mar 31, 26

-4.21K

CYPRESS ASSET MANAGEMENT INC/TX

3.29K

Dec 31, 25

-1.78K

0.07%

Global Retirement Partners, LLC

550

Dec 31, 25

-548

0.01%

CIBC Private Wealth Group, LLC

360

Dec 31, 25

0.01%

COMERICA BANK

Dec 31, 25

-31

0.00%

Running Point Capital Advisors, LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-50

SPC Financial, Inc.

27.00K

Sep 30, 25

-111

0.55%

Amica Retiree Medical Trust

2.19K

Sep 30, 25

0.04%

AVANTAX ADVISORY SERVICES, INC.

2.74K

Jun 30, 25

-9

0.06%

First Horizon Advisors, Inc.

2.49K

Jun 30, 25

0.05%

Sandy Spring Bank

353

Mar 31, 25

-1.15K

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-279

RAYMOND JAMES & ASSOCIATES

41.49K

Sep 30, 24

-3.09K

0.85%

Raymond James Financial Services Advisors, Inc.

33.20K

Sep 30, 24

-4.33K

0.68%

VitalStone Financial, LLC

Sep 30, 24

-7

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

13.90K

Mar 31, 24

+7.68K

0.28%

Cetera Advisors LLC

3.97K

Mar 31, 24

+133

0.08%

TELEMUS CAPITAL, LLC

4.13K

Dec 31, 23

+4.13K

0.08%

TimeScale Financial, Inc.

Jun 30, 23

0.00%

Personal Capital Advisors Corp

2.51K

Dec 31, 22

0.05%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-135

MORGAN JESS S & CO INC

39.19K

Sep 30, 22

+206

0.80%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

16.20K

Sep 30, 22

-353

0.33%

Spectrum Management Group, LLC

15.95K

Sep 30, 22

-3.60K

0.33%

55I, LLC

2.99K

Sep 30, 22

+2.99K

0.06%

American Portfolios Advisors

1.01K

Sep 30, 22

0.02%

KARLINSKI ANDREW C

455

Sep 30, 22

+455

0.01%

BIVIN & ASSOCIATES, INC.

250

Jun 30, 22

-100

0.01%

Sonora Investment Management, LLC

Sep 30, 21

0.00%

BHF RG Capital Inc.

Sep 30, 21

-9.15K

Stearns Financial Services Group

1.44K

Sep 30, 20

+23

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.39K

Dec 31, 19

+190

0.13%

Advisor Group, Inc.

5.49K

Dec 31, 19

-664

0.11%

WealthTrust Fairport, LLC

58.83K

Mar 31, 19

+520

1.21%

GREYSTONE INVESTMENT MANAGEMENT LLC

57.78K

Dec 31, 18

-655

1.18%

CUE ADVISORY SERVICES, INC.

5.15K

Sep 30, 18

+120

0.11%

Edge Advisors, LLC

46.19K

Jun 30, 18

+2.18K

0.95%

DREMAN VALUE MANAGEMENT, L L C

12.22K

Mar 31, 18

+12.22K

0.25%

TRAIN BABCOCK ADVISORS LLC

5.53K

Dec 31, 17

+5.53K

0.11%

RAY GERALD L & ASSOCIATES LTD

25.38K

Sep 30, 17

+1.21K

0.52%

Commonwealth Equity Services, Inc

13.76K

Jun 30, 17

-686

0.28%

Virtu KCG Holdings LLC

6.47K

Jun 30, 17

+6.47K

0.13%

WFG Advisors, LP

Jun 30, 17

-172

MSI Financial Services Inc

6.89K

Dec 31, 16

+280

0.14%

KANALY TRUST CO

375

Dec 31, 16

0.01%

SOCIETE GENERALE

29.18K

Jun 30, 16

+29.18K

0.60%

Alerus Investment Advisors Corp

57.72K

Mar 31, 16

+3.75K

1.18%

SMITH HAYES Advisers, Inc

6.69K

Dec 31, 15

-240

0.14%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

0.00%

BAIRD ROBERT W & CO INC /WI/

21.61K

Mar 31, 15

+2.73K

0.44%

STANCORP INVESTMENT ADVISERS INC

232

Mar 31, 15

0.00%

Placemark Investments, Inc.

20.42K

Dec 31, 14

-340

0.42%

NEW ENGLAND SECURITIES CORP /MA/

468

Dec 31, 14

-5.21K

0.01%

UBS AG

81.31K

Sep 30, 14

+40.76K

1.67%

First Allied Securities, Inc.

1.70K

Jun 30, 12

0.03%