iShares U.S. Tech Independence Focused ETF(IETC)

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iShares U.S. Tech Independence Focused ETF(IETC)

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$102.80—

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IETC(IETC)

IETC

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

Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
Gradient Investments LLC	724.46K	Mar 31, 26	+50.72K	10.13%
Kozak & Associates, Inc.	653.97K	Mar 31, 26	+12.66K	9.15%
LPL Financial LLC	307.59K	Mar 31, 26	+12.89K	4.30%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	119.31K	Mar 31, 26	+15.90K	1.67%
TWO SIGMA INVESTMENTS, LP	98.00K	Mar 31, 26	+54.00K	1.37%
MML INVESTORS SERVICES, LLC	96.72K	Mar 31, 26	-2.58K	1.35%
JPMORGAN CHASE & CO	85.78K	Mar 31, 26	+2.15K	1.20%
Hoese & Co LLP	73.63K	Mar 31, 26	+42.41K	1.03%
RAYMOND JAMES FINANCIAL INC	68.49K	Mar 31, 26	-6.02K	0.96%
Integrated Wealth Concepts LLC	66.98K	Mar 31, 26	+66.98K	0.94%
Oakwell Private Wealth Management, LLC	52.53K	Mar 31, 26	+26.43K	0.73%
STIFEL FINANCIAL CORP	45.45K	Mar 31, 26	-8.13K	0.64%
Mattson Financial Services, LLC	44.94K	Mar 31, 26	+803	0.63%
ROYAL BANK OF CANADA	40.92K	Mar 31, 26	+18.76K	0.57%
TRUIST FINANCIAL CORP	38.98K	Mar 31, 26	-8.39K	0.55%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	35.05K	Mar 31, 26	-46.46K	0.49%
ENVESTNET ASSET MANAGEMENT INC	33.77K	Mar 31, 26	+12.00K	0.47%
PRINCIPAL SECURITIES, INC.	32.74K	Mar 31, 26	+32.74K	0.46%
Brown Financial Advisors	28.97K	Mar 31, 26	+587	0.41%
SUTTON PLACE INVESTORS LLC	27.87K	Mar 31, 26	+23	0.39%
GTS SECURITIES LLC	26.42K	Mar 31, 26	+26.42K	0.37%
ADVISOR GROUP HOLDINGS, INC.	25.24K	Mar 31, 26	-2.83K	0.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.52K	Mar 31, 26	+12.90K	0.33%
Cambridge Investment Research Advisors, Inc.	22.97K	Mar 31, 26	-5.47K	0.32%
Paladin Wealth, LLC	22.00K	Mar 31, 26	+3.35K	0.31%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	18.78K	Mar 31, 26	+18.78K	0.26%
Advisors Capital Management, LLC	17.84K	Mar 31, 26	+1.90K	0.25%
JONES FINANCIAL COMPANIES LLLP	17.18K	Mar 31, 26	+5.02K	0.24%
Shira Ridge Wealth Management	16.96K	Mar 31, 26	-134	0.24%
CITADEL ADVISORS LLC	14.32K	Mar 31, 26	-7.84K	0.20%
Sigma Planning Corp	13.59K	Mar 31, 26	+1.24K	0.19%
WILEY BROS.-AINTREE CAPITAL, LLC	12.54K	Mar 31, 26	-296	0.18%
Lansing Street Advisors	12.08K	Mar 31, 26	-125	0.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	11.72K	Mar 31, 26	--	0.16%
VESTOR CAPITAL, LLC	11.09K	Mar 31, 26	+10.61K	0.16%
KM Capital Management Ltd.	11.05K	Mar 31, 26	-4.78K	0.15%
Steward Partners Investment Advisory, LLC	10.95K	Mar 31, 26	+6.55K	0.15%
Financial Perspectives, Inc	10.35K	Mar 31, 26	-513	0.14%
Ironwood Financial, llc	10.26K	Mar 31, 26	-1	0.14%
Equitable Holdings, Inc.	9.71K	Mar 31, 26	-682	0.14%
KCM INVESTMENT ADVISORS LLC	9.64K	Mar 31, 26	--	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	8.92K	Mar 31, 26	-5.82K	0.12%
Cetera Investment Advisers	8.13K	Mar 31, 26	+733	0.11%
IBEX WEALTH ADVISORS	7.50K	Mar 31, 26	+7.50K	0.10%
Glen Eagle Advisors, LLC	6.06K	Mar 31, 26	+61	0.08%
Bay Harbor Wealth Management, LLC	5.85K	Mar 31, 26	--	0.08%
UBS Group AG	5.70K	Mar 31, 26	+4.80K	0.08%
Financial Partners Group, Inc	5.51K	Mar 31, 26	+1.33K	0.08%
ASSETMARK, INC	5.14K	Mar 31, 26	-204.33K	0.07%
Creative Planning	5.11K	Mar 31, 26	-450	0.07%
Kesler, Norman & Wride, LLC	4.93K	Mar 31, 26	-41	0.07%
Icon Wealth Advisors, LLC	4.73K	Mar 31, 26	+4	0.07%
Regal Investment Advisors LLC	4.71K	Mar 31, 26	+429	0.07%
Stratos Wealth Partners, LTD.	4.64K	Mar 31, 26	+979	0.06%
AMERIPRISE FINANCIAL INC	4.46K	Mar 31, 26	+4.46K	0.06%
HB Wealth Management, LLC	4.22K	Mar 31, 26	+1.72K	0.06%
Sanctuary Advisors, LLC	4.10K	Mar 31, 26	-282	0.06%
Cornerstone Wealth Management, LLC	4.03K	Mar 31, 26	-900	0.06%
Janney Montgomery Scott LLC	3.89K	Mar 31, 26	+372	0.05%
TFB Advisors LLC	3.87K	Mar 31, 26	-286	0.05%
MMBG INVESTMENT ADVISORS CO.	3.77K	Mar 31, 26	--	0.05%
Comprehensive Financial Planning, Inc./PA	3.56K	Mar 31, 26	-1.40K	0.05%
Kestra Advisory Services, LLC	3.52K	Mar 31, 26	+544	0.05%
Meridian Wealth Management, LLC	3.51K	Mar 31, 26	+3.51K	0.05%
PARSONS CAPITAL MANAGEMENT INC/RI	3.21K	Mar 31, 26	-150	0.04%
Nova Wealth Management, Inc.	3.20K	Mar 31, 26	-31	0.04%
Haverford Trust Co	3.12K	Mar 31, 26	--	0.04%
MORGAN STANLEY	2.81K	Mar 31, 26	+1	0.04%
Saxony Capital Management, LLC	2.77K	Mar 31, 26	+291	0.04%
Ameritas Advisory Services, LLC	2.64K	Mar 31, 26	-5.04K	0.04%
Soundwatch Capital LLC	2.42K	Mar 31, 26	+2.42K	0.03%
MONEY CONCEPTS CAPITAL CORP	2.40K	Mar 31, 26	+44	0.03%
Vise Technologies, Inc.	2.28K	Mar 31, 26	--	0.03%
Root Financial Partners, LLC	2.12K	Mar 31, 26	-8	0.03%
AE Wealth Management LLC	1.62K	Mar 31, 26	-8.97K	0.02%
Western Wealth Management, LLC	1.53K	Mar 31, 26	-649	0.02%
Advisory Services Network, LLC	1.45K	Mar 31, 26	+1.45K	0.02%
Allworth Financial LP	1.40K	Mar 31, 26	--	0.02%
Richardson Capital Management LLC	969	Mar 31, 26	-157	0.01%
Manchester Capital Management LLC	945	Mar 31, 26	+945	0.01%
IFP Advisors, Inc	867	Mar 31, 26	+28	0.01%
NewEdge Advisors, LLC	750	Mar 31, 26	+150	0.01%
Financial Freedom, LLC	629	Mar 31, 26	-253	0.01%
Federation des caisses Desjardins du Quebec	503	Mar 31, 26	--	0.01%
BLAIR WILLIAM & CO/IL	479	Mar 31, 26	-3.51K	0.01%
MONTAG A & ASSOCIATES INC	459	Mar 31, 26	-32	0.01%
Farther Finance Advisors, LLC	398	Mar 31, 26	--	0.01%
Parkside Financial Bank & Trust	295	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	290	Mar 31, 26	-1	0.00%
Private Wealth Asset Management, LLC	267	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	222	Mar 31, 26	+178	0.00%
Kingdom Financial Group LLC.	222	Mar 31, 26	-990	0.00%
CWM, LLC	187	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	162	Mar 31, 26	+162	0.00%
McIlrath & Eck, LLC	146	Mar 31, 26	--	0.00%
TSFG, LLC	100	Mar 31, 26	--	0.00%
Central Pacific Bank - Trust Division	99	Mar 31, 26	--	0.00%
US BANCORP \DE\	92	Mar 31, 26	+42	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	82	Mar 31, 26	--	0.00%
CBIZ Investment Advisory Services, LLC	72	Mar 31, 26	--	0.00%
BankPlus Trust Department	71	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	65	Mar 31, 26	-377	0.00%
MAI Capital Management	58	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	35	Mar 31, 26	+15	0.00%
Spire Wealth Management	20	Mar 31, 26	--	0.00%
Rossby Financial, LCC	8	Mar 31, 26	--	0.00%
Activest Wealth Management	1	Mar 31, 26	-741	0.00%
ZRC WEALTH MANAGEMENT, LLC	1	Mar 31, 26	--	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-3.22K	--
Sovran Advisors, LLC	--	Mar 31, 26	-3.17K	--
EHRLICH FINANCIAL GROUP	--	Mar 31, 26	-4.79K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-2.69K	--
Mariner, LLC	--	Mar 31, 26	-2.07K	--
Lido Advisors, LLC	--	Mar 31, 26	-3.66K	--
KEYBANK NATIONAL ASSOCIATION/OH	--	Mar 31, 26	-27.30K	--
Cerity Partners LLC	--	Mar 31, 26	-2.26K	--
Hilltop Holdings Inc.	--	Mar 31, 26	-3.20K	--
Trek Financial, LLC	--	Mar 31, 26	-75.90K	--
BlackRock, Inc.	--	Mar 31, 26	-62	--
Mascagni Wealth Management, Inc.	--	Mar 31, 26	-6.33K	--
GeoWealth Management, LLC	--	Mar 31, 26	-17.79K	--
Worth Asset Management, LLC	--	Mar 31, 26	-2.46K	--
Pallas Capital Advisors LLC	--	Mar 31, 26	-2.54K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-14.12K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-3.46K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-1.00K	--
WCG Wealth Advisors LLC	--	Mar 31, 26	-11.11K	--
Darden Wealth Group Inc	--	Mar 31, 26	-2.60K	--
Capital Analysts, LLC	--	Mar 31, 26	-355	--
FISCHER INVESTMENT STRATEGIES, LLC	--	Mar 31, 26	-2.43K	--
Concord Wealth Partners	--	Mar 31, 26	-100	--
HRT FINANCIAL LP	--	Mar 31, 26	-4.09K	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-1	--
Colony Group, LLC	--	Mar 31, 26	-2.19K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-6.09K	--
Global Retirement Partners, LLC	17.33K	Dec 31, 25	+1.73K	0.24%
CIBC Private Wealth Group, LLC	623	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-50	--
COMERICA BANK	--	Dec 31, 25	-317	--
Apexium Financial, LP	89.17K	Sep 30, 25	+22.23K	1.25%
Moloney Securities Asset Management, LLC	7.74K	Sep 30, 25	--	0.11%
Atria Wealth Solutions, Inc.	55.77K	Jun 30, 25	-2.57K	0.78%
RAYMOND JAMES & ASSOCIATES	73.40K	Sep 30, 24	+3.77K	1.03%
Raymond James Financial Services Advisors, Inc.	6.43K	Sep 30, 24	+35	0.09%
PATHSTONE FAMILY OFFICE, LLC	17.45K	Sep 30, 23	+17.45K	0.24%
American Portfolios Advisors	21	Sep 30, 22	--	0.00%
NEXT Financial Group, Inc	166	Dec 31, 21	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.91K	Dec 31, 19	+288	0.04%

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Market Movers

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Holder

Date

Change

% Held

Gradient Investments LLC

724.46K

Mar 31, 26

+50.72K

10.13%

Kozak & Associates, Inc.

653.97K

Mar 31, 26

+12.66K

9.15%

LPL Financial LLC

307.59K

Mar 31, 26

+12.89K

4.30%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

119.31K

Mar 31, 26

+15.90K

1.67%

TWO SIGMA INVESTMENTS, LP

98.00K

Mar 31, 26

+54.00K

1.37%

MML INVESTORS SERVICES, LLC

96.72K

Mar 31, 26

-2.58K

1.35%

JPMORGAN CHASE & CO

85.78K

Mar 31, 26

+2.15K

1.20%

Hoese & Co LLP

73.63K

Mar 31, 26

+42.41K

1.03%

RAYMOND JAMES FINANCIAL INC

68.49K

Mar 31, 26

-6.02K

0.96%

Integrated Wealth Concepts LLC

66.98K

Mar 31, 26

+66.98K

0.94%

Oakwell Private Wealth Management, LLC

52.53K

Mar 31, 26

+26.43K

0.73%

STIFEL FINANCIAL CORP

45.45K

Mar 31, 26

-8.13K

0.64%

Mattson Financial Services, LLC

44.94K

Mar 31, 26

+803

0.63%

ROYAL BANK OF CANADA

40.92K

Mar 31, 26

+18.76K

0.57%

TRUIST FINANCIAL CORP

38.98K

Mar 31, 26

-8.39K

0.55%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

35.05K

Mar 31, 26

-46.46K

0.49%

ENVESTNET ASSET MANAGEMENT INC

33.77K

Mar 31, 26

+12.00K

0.47%

PRINCIPAL SECURITIES, INC.

32.74K

Mar 31, 26

+32.74K

0.46%

Brown Financial Advisors

28.97K

Mar 31, 26

+587

0.41%

SUTTON PLACE INVESTORS LLC

27.87K

Mar 31, 26

+23

0.39%

GTS SECURITIES LLC

26.42K

Mar 31, 26

+26.42K

0.37%

ADVISOR GROUP HOLDINGS, INC.

25.24K

Mar 31, 26

-2.83K

0.35%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.52K

Mar 31, 26

+12.90K

0.33%

Cambridge Investment Research Advisors, Inc.

22.97K

Mar 31, 26

-5.47K

0.32%

Paladin Wealth, LLC

22.00K

Mar 31, 26

+3.35K

0.31%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

18.78K

Mar 31, 26

+18.78K

0.26%

Advisors Capital Management, LLC

17.84K

Mar 31, 26

+1.90K

0.25%

JONES FINANCIAL COMPANIES LLLP

17.18K

Mar 31, 26

+5.02K

0.24%

Shira Ridge Wealth Management

16.96K

Mar 31, 26

-134

0.24%

CITADEL ADVISORS LLC

14.32K

Mar 31, 26

-7.84K

0.20%

Sigma Planning Corp

13.59K

Mar 31, 26

+1.24K

0.19%

WILEY BROS.-AINTREE CAPITAL, LLC

12.54K

Mar 31, 26

-296

0.18%

Lansing Street Advisors

12.08K

Mar 31, 26

-125

0.17%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

11.72K

Mar 31, 26

0.16%

VESTOR CAPITAL, LLC

11.09K

Mar 31, 26

+10.61K

0.16%

KM Capital Management Ltd.

11.05K

Mar 31, 26

-4.78K

0.15%

Steward Partners Investment Advisory, LLC

10.95K

Mar 31, 26

+6.55K

0.15%

Financial Perspectives, Inc

10.35K

Mar 31, 26

-513

0.14%

Ironwood Financial, llc

10.26K

Mar 31, 26

-1

0.14%

Equitable Holdings, Inc.

9.71K

Mar 31, 26

-682

0.14%

KCM INVESTMENT ADVISORS LLC

9.64K

Mar 31, 26

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

8.92K

Mar 31, 26

-5.82K

0.12%

Cetera Investment Advisers

8.13K

Mar 31, 26

+733

0.11%

IBEX WEALTH ADVISORS

7.50K

Mar 31, 26

+7.50K

0.10%

Glen Eagle Advisors, LLC

6.06K

Mar 31, 26

+61

0.08%

Bay Harbor Wealth Management, LLC

5.85K

Mar 31, 26

0.08%

UBS Group AG

5.70K

Mar 31, 26

+4.80K

0.08%

Financial Partners Group, Inc

5.51K

Mar 31, 26

+1.33K

0.08%

ASSETMARK, INC

5.14K

Mar 31, 26

-204.33K

0.07%

Creative Planning

5.11K

Mar 31, 26

-450

0.07%

Kesler, Norman & Wride, LLC

4.93K

Mar 31, 26

-41

0.07%

Icon Wealth Advisors, LLC

4.73K

Mar 31, 26

0.07%

Regal Investment Advisors LLC

4.71K

Mar 31, 26

+429

0.07%

Stratos Wealth Partners, LTD.

4.64K

Mar 31, 26

+979

0.06%

AMERIPRISE FINANCIAL INC

4.46K

Mar 31, 26

+4.46K

0.06%

HB Wealth Management, LLC

4.22K

Mar 31, 26

+1.72K

0.06%

Sanctuary Advisors, LLC

4.10K

Mar 31, 26

-282

0.06%

Cornerstone Wealth Management, LLC

4.03K

Mar 31, 26

-900

0.06%

Janney Montgomery Scott LLC

3.89K

Mar 31, 26

+372

0.05%

TFB Advisors LLC

3.87K

Mar 31, 26

-286

0.05%

MMBG INVESTMENT ADVISORS CO.

3.77K

Mar 31, 26

0.05%

Comprehensive Financial Planning, Inc./PA

3.56K

Mar 31, 26

-1.40K

0.05%

Kestra Advisory Services, LLC

3.52K

Mar 31, 26

+544

0.05%

Meridian Wealth Management, LLC

3.51K

Mar 31, 26

+3.51K

0.05%

PARSONS CAPITAL MANAGEMENT INC/RI

3.21K

Mar 31, 26

-150

0.04%

Nova Wealth Management, Inc.

3.20K

Mar 31, 26

-31

0.04%

Haverford Trust Co

3.12K

Mar 31, 26

0.04%

MORGAN STANLEY

2.81K

Mar 31, 26

0.04%

Saxony Capital Management, LLC

2.77K

Mar 31, 26

+291

0.04%

Ameritas Advisory Services, LLC

2.64K

Mar 31, 26

-5.04K

0.04%

Soundwatch Capital LLC

2.42K

Mar 31, 26

+2.42K

0.03%

MONEY CONCEPTS CAPITAL CORP

2.40K

Mar 31, 26

+44

0.03%

Vise Technologies, Inc.

2.28K

Mar 31, 26

0.03%

Root Financial Partners, LLC

2.12K

Mar 31, 26

-8

0.03%

AE Wealth Management LLC

1.62K

Mar 31, 26

-8.97K

0.02%

Western Wealth Management, LLC

1.53K

Mar 31, 26

-649

0.02%

Advisory Services Network, LLC

1.45K

Mar 31, 26

+1.45K

0.02%

Allworth Financial LP

1.40K

Mar 31, 26

0.02%

Richardson Capital Management LLC

969

Mar 31, 26

-157

0.01%

Manchester Capital Management LLC

945

Mar 31, 26

+945

0.01%

IFP Advisors, Inc

867

Mar 31, 26

+28

0.01%

NewEdge Advisors, LLC

750

Mar 31, 26

+150

0.01%

Financial Freedom, LLC

629

Mar 31, 26

-253

0.01%

Federation des caisses Desjardins du Quebec

503

Mar 31, 26

0.01%

BLAIR WILLIAM & CO/IL

479

Mar 31, 26

-3.51K

0.01%

MONTAG A & ASSOCIATES INC

459

Mar 31, 26

-32

0.01%

Farther Finance Advisors, LLC

398

Mar 31, 26

0.01%

Parkside Financial Bank & Trust

295

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

290

Mar 31, 26

-1

0.00%

Private Wealth Asset Management, LLC

267

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

222

Mar 31, 26

+178

0.00%

Kingdom Financial Group LLC.

222

Mar 31, 26

-990

0.00%

CWM, LLC

187

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

162

Mar 31, 26

+162

0.00%

McIlrath & Eck, LLC

146

Mar 31, 26

0.00%

TSFG, LLC

100

Mar 31, 26

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

0.00%

US BANCORP \DE\

Mar 31, 26

+42

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

0.00%

CBIZ Investment Advisory Services, LLC

Mar 31, 26

0.00%

BankPlus Trust Department

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

-377

0.00%

MAI Capital Management

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

+15

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

Activest Wealth Management

Mar 31, 26

-741

0.00%

ZRC WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-3.22K

Sovran Advisors, LLC

Mar 31, 26

-3.17K

EHRLICH FINANCIAL GROUP

Mar 31, 26

-4.79K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-2.69K

Mariner, LLC

Mar 31, 26

-2.07K

Lido Advisors, LLC

Mar 31, 26

-3.66K

KEYBANK NATIONAL ASSOCIATION/OH

Mar 31, 26

-27.30K

Cerity Partners LLC

Mar 31, 26

-2.26K

Hilltop Holdings Inc.

Mar 31, 26

-3.20K

Trek Financial, LLC

Mar 31, 26

-75.90K

BlackRock, Inc.

Mar 31, 26

-62

Mascagni Wealth Management, Inc.

Mar 31, 26

-6.33K

GeoWealth Management, LLC

Mar 31, 26

-17.79K

Worth Asset Management, LLC

Mar 31, 26

-2.46K

Pallas Capital Advisors LLC

Mar 31, 26

-2.54K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-14.12K

Tower Research Capital LLC (TRC)

Mar 31, 26

-3.46K

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-1.00K

WCG Wealth Advisors LLC

Mar 31, 26

-11.11K

Darden Wealth Group Inc

Mar 31, 26

-2.60K

Capital Analysts, LLC

Mar 31, 26

-355

FISCHER INVESTMENT STRATEGIES, LLC

Mar 31, 26

-2.43K

Concord Wealth Partners

Mar 31, 26

-100

HRT FINANCIAL LP

Mar 31, 26

-4.09K

WELLS FARGO & COMPANY/MN

Mar 31, 26

-1

Colony Group, LLC

Mar 31, 26

-2.19K

JANE STREET GROUP, LLC

Mar 31, 26

-6.09K

Global Retirement Partners, LLC

17.33K

Dec 31, 25

+1.73K

0.24%

CIBC Private Wealth Group, LLC

623

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-50

COMERICA BANK

Dec 31, 25

-317

Apexium Financial, LP

89.17K

Sep 30, 25

+22.23K

1.25%

Moloney Securities Asset Management, LLC

7.74K

Sep 30, 25

0.11%

Atria Wealth Solutions, Inc.

55.77K

Jun 30, 25

-2.57K

0.78%

RAYMOND JAMES & ASSOCIATES

73.40K

Sep 30, 24

+3.77K

1.03%

Raymond James Financial Services Advisors, Inc.

6.43K

Sep 30, 24

+35

0.09%

PATHSTONE FAMILY OFFICE, LLC

17.45K

Sep 30, 23

+17.45K

0.24%

American Portfolios Advisors

Sep 30, 22

0.00%

NEXT Financial Group, Inc

166

Dec 31, 21

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.91K

Dec 31, 19

+288

0.04%