IEV(IEV)
IEV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 2.16M | Jun 30, 26 | +21.29K | 9.64% |
| JPMORGAN CHASE & CO | 1.15M | Jun 30, 26 | -68.70K | 5.13% |
| UBS Group AG | 833.78K | Jun 30, 26 | +5.53K | 3.71% |
| WELLS FARGO & COMPANY/MN | 503.79K | Jun 30, 26 | +9.07K | 2.24% |
| BANK OF AMERICA CORP /DE/ | 350.16K | Jun 30, 26 | -17.31K | 1.56% |
| DEUTSCHE BANK AG\ | 281.31K | Jun 30, 26 | -2.09K | 1.25% |
| ROYAL BANK OF CANADA | 275.67K | Jun 30, 26 | -23.47K | 1.23% |
| ENVESTNET ASSET MANAGEMENT INC | 268.21K | Jun 30, 26 | +9.32K | 1.19% |
| LPL Financial LLC | 200.59K | Jun 30, 26 | +3.56K | 0.89% |
| Willis Johnson & Associates, Inc. | 193.69K | Jun 30, 26 | -5.18K | 0.86% |
| Allianz Asset Management GmbH | 187.00K | Jun 30, 26 | -- | 0.83% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 148.39K | Jun 30, 26 | -89.59K | 0.66% |
| NEW WAVE WEALTH ADVISORS LLC | 136.51K | Jun 30, 26 | +4.19K | 0.61% |
| Integrated Wealth Concepts LLC | 113.62K | Jun 30, 26 | -1.80K | 0.51% |
| Sanctuary Advisors, LLC | 112.00K | Jun 30, 26 | -4.68K | 0.50% |
| One Wealth Advisors, LLC | 104.51K | Jun 30, 26 | -1.91K | 0.47% |
| Resources Investment Advisors, LLC. | 97.38K | Jun 30, 26 | -2.75K | 0.43% |
| Karpus Management, Inc. | 93.46K | Jun 30, 26 | -19.10K | 0.42% |
| TRIGLAV INVESTMENTS, D.O.O. | 83.59K | Jun 30, 26 | -31 | 0.37% |
| FPC INVESTMENT ADVISORY, INC. | 82.67K | Jun 30, 26 | -310 | 0.37% |
| Nvest Financial, LLC | 80.06K | Jun 30, 26 | +5.46K | 0.36% |
| Cetera Investment Advisers | 75.47K | Jun 30, 26 | +3.86K | 0.34% |
| Barry Investment Advisors, LLC | 59.39K | Jun 30, 26 | -2.79K | 0.26% |
| Zurich Insurance Group Ltd/FI | 59.30K | Jun 30, 26 | +59.30K | 0.26% |
| Aptus Capital Advisors, LLC | 57.78K | Jun 30, 26 | +4.98K | 0.26% |
| Arrow Investment Advisors, LLC | 55.72K | Jun 30, 26 | -956 | 0.25% |
| SCOTIA CAPITAL INC. | 55.59K | Jun 30, 26 | +2.60K | 0.25% |
| Beacon Pointe Advisors, LLC | 55.18K | Jun 30, 26 | -3.46K | 0.25% |
| Checchi Capital Advisers, LLC | 53.16K | Jun 30, 26 | -204.92K | 0.24% |
| Synergy Asset Management, LLC | 51.94K | Jun 30, 26 | +22.96K | 0.23% |
| Providence First Trust Co | 50.89K | Jun 30, 26 | +1.38K | 0.23% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 50.76K | Jun 30, 26 | -8.40K | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 50.47K | Jun 30, 26 | +795 | 0.22% |
| Keebeck Wealth Management, LLC | 48.72K | Jun 30, 26 | -105 | 0.22% |
| Dorsey Wright & Associates | 48.61K | Jun 30, 26 | -41.21K | 0.22% |
| Institute for Wealth Management, LLC. | 44.85K | Jun 30, 26 | -32 | 0.20% |
| MML INVESTORS SERVICES, LLC | 43.61K | Jun 30, 26 | +5.54K | 0.19% |
| PARK AVENUE SECURITIES LLC | 42.97K | Jun 30, 26 | -589 | 0.19% |
| CIBC Asset Management Inc | 41.05K | Jun 30, 26 | -17.54K | 0.18% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 40.74K | Jun 30, 26 | +402 | 0.18% |
| Ashton Thomas Private Wealth, LLC | 40.59K | Jun 30, 26 | -93 | 0.18% |
| KM Capital Management Ltd. | 39.93K | Jun 30, 26 | +39.93K | 0.18% |
| Creative Planning | 39.05K | Jun 30, 26 | +4.13K | 0.17% |
| Vise Technologies, Inc. | 37.42K | Jun 30, 26 | +10.54K | 0.17% |
| CI Private Wealth, LLC | 37.09K | Jun 30, 26 | +252 | 0.17% |
| Savvy Advisors, Inc. | 34.71K | Jun 30, 26 | -5.98K | 0.15% |
| TriCert Investment Counsel Inc. | 32.13K | Jun 30, 26 | +32.13K | 0.14% |
| JANE STREET GROUP, LLC | 31.51K | Jun 30, 26 | -164.50K | 0.14% |
| ShoreHaven Wealth Partners, LLC | 29.73K | Jun 30, 26 | -705 | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 28.27K | Jun 30, 26 | +2.70K | 0.13% |
| Meridian Wealth Management, LLC | 27.30K | Jun 30, 26 | -874 | 0.12% |
| Amundi | 26.09K | Jun 30, 26 | -1.90K | 0.12% |
| KICKSTAND VENTURES, LLC. | 25.99K | Jun 30, 26 | -856 | 0.12% |
| HB Wealth Management, LLC | 25.08K | Jun 30, 26 | +312 | 0.11% |
| Kestra Advisory Services, LLC | 25.05K | Jun 30, 26 | +1.90K | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 24.06K | Jun 30, 26 | -2.24K | 0.11% |
| CITADEL ADVISORS LLC | 23.99K | Jun 30, 26 | +11.54K | 0.11% |
| TRUIST FINANCIAL CORP | 23.60K | Jun 30, 26 | +959 | 0.11% |
| Cypress Wealth Services, LLC | 23.57K | Jun 30, 26 | -980 | 0.10% |
| Ridgeline Wealth, LLC | 22.75K | Jun 30, 26 | -293 | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 22.13K | Jun 30, 26 | +264 | 0.10% |
| AMERIPRISE FINANCIAL INC | 21.37K | Jun 30, 26 | -8.36K | 0.10% |
| NewEdge Advisors, LLC | 21.32K | Jun 30, 26 | +2.00K | 0.09% |
| FMR LLC | 20.88K | Jun 30, 26 | +808 | 0.09% |
| Asempa Wealth Advisors | 20.74K | Jun 30, 26 | -12 | 0.09% |
| CITIGROUP INC | 20.49K | Jun 30, 26 | -4.38K | 0.09% |
| OLD MISSION CAPITAL LLC | 20.25K | Jun 30, 26 | -4.43K | 0.09% |
| Cerity Partners LLC | 20.24K | Jun 30, 26 | +6 | 0.09% |
| Affinity Capital Advisors, LLC | 20.16K | Jun 30, 26 | -126 | 0.09% |
| Stelac Advisory Services LLC | 20.14K | Jun 30, 26 | -- | 0.09% |
| CIBC WORLD MARKET INC. | 20.02K | Jun 30, 26 | +1.72K | 0.09% |
| SAGESPRING WEALTH PARTNERS, LLC | 20.00K | Jun 30, 26 | -736 | 0.09% |
| Wealthspire Advisors, LLC | 19.43K | Jun 30, 26 | -- | 0.09% |
| Strategic Blueprint, LLC | 18.94K | Jun 30, 26 | -389 | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.90K | Jun 30, 26 | -1.73K | 0.08% |
| swisspartners Advisors Ltd | 18.74K | Jun 30, 26 | -6.84K | 0.08% |
| Apollon Wealth Management, LLC | 18.60K | Jun 30, 26 | -739 | 0.08% |
| Palisades Hudson Asset Management, L.P. | 18.52K | Jun 30, 26 | +196 | 0.08% |
| NATIONAL BANK OF CANADA /FI/ | 18.29K | Jun 30, 26 | +93 | 0.08% |
| STIFEL FINANCIAL CORP | 17.73K | Jun 30, 26 | +880 | 0.08% |
| Baird Financial Group, Inc. | 17.07K | Jun 30, 26 | -9.52K | 0.08% |
| HSBC HOLDINGS PLC | 16.31K | Jun 30, 26 | -- | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 16.01K | Jun 30, 26 | -3.07K | 0.07% |
| BOURGEON CAPITAL MANAGEMENT LLC | 15.95K | Jun 30, 26 | +15.95K | 0.07% |
| TSA Wealth Managment LLC | 15.40K | Jun 30, 26 | -822 | 0.07% |
| GLOBALT Investments LLC / GA | 15.35K | Jun 30, 26 | -- | 0.07% |
| Mayflower Financial Advisors, LLC | 14.54K | Jun 30, 26 | -686 | 0.06% |
| Federation des caisses Desjardins du Quebec | 14.44K | Jun 30, 26 | +545 | 0.06% |
| First Growth Capital LLC | 13.82K | Jun 30, 26 | -253 | 0.06% |
| MA Private Wealth | 13.12K | Jun 30, 26 | -- | 0.06% |
| DAYMARK WEALTH PARTNERS, LLC | 13.07K | Jun 30, 26 | +190 | 0.06% |
| Bridgewater Advisors Inc. | 13.00K | Jun 30, 26 | -- | 0.06% |
| Westhampton Capital, LLC | 12.79K | Jun 30, 26 | +400 | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 12.79K | Jun 30, 26 | +2.48K | 0.06% |
| Finley Financial, LLC | 12.73K | Jun 30, 26 | -- | 0.06% |
| Shared Vision Wealth Group LLC | 12.33K | Jun 30, 26 | -410 | 0.05% |
| CASTLEARK MANAGEMENT LLC | 12.10K | Jun 30, 26 | -- | 0.05% |
| BANQUE PICTET & CIE SA | 12.07K | Jun 30, 26 | +5.33K | 0.05% |
| POWER WEALTH MANAGEMENT LLC | 11.76K | Jun 30, 26 | +11.76K | 0.05% |
| BEACON FINANCIAL GROUP | 11.70K | Jun 30, 26 | -1.73K | 0.05% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11.66K | Jun 30, 26 | -- | 0.05% |
| WealthPlan Investment Management, LLC | 11.64K | Jun 30, 26 | -130 | 0.05% |
| 5T Wealth, LLC | 11.25K | Jun 30, 26 | -494 | 0.05% |
| AE Wealth Management LLC | 11.09K | Jun 30, 26 | -4.33K | 0.05% |
| COOKSON PEIRCE & CO INC | 11.06K | Jun 30, 26 | +286 | 0.05% |
| UNIQUE WEALTH, LLC | 10.96K | Jun 30, 26 | -2.34K | 0.05% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 10.88K | Jun 30, 26 | +190 | 0.05% |
| Waverly Advisors, LLC | 10.71K | Jun 30, 26 | -- | 0.05% |
| Horst & Graben Wealth Management LLC | 10.68K | Jun 30, 26 | -275 | 0.05% |
| Balance Wealth, LLC | 10.48K | Jun 30, 26 | -548 | 0.05% |
| Cresset Asset Management, LLC | 10.42K | Jun 30, 26 | -1.50K | 0.05% |
| Canal Capital Management, LLC | 10.28K | Jun 30, 26 | +3.66K | 0.05% |
| Alamea Verwaltungs GmbH | 10.00K | Jun 30, 26 | -- | 0.04% |
| Mariner, LLC | 9.82K | Jun 30, 26 | -3.21K | 0.04% |
| Advisory Services Network, LLC | 9.66K | Jun 30, 26 | +2.01K | 0.04% |
| BARINGS LLC | 9.65K | Jun 30, 26 | -459.53K | 0.04% |
| Csenge Advisory Group | 9.60K | Jun 30, 26 | -135 | 0.04% |
| WEALTHGARDEN F.S. LLC | 9.52K | Jun 30, 26 | -483 | 0.04% |
| METLIFE INC | 9.50K | Jun 30, 26 | -- | 0.04% |
| Ascent Group, LLC | 9.46K | Jun 30, 26 | -455 | 0.04% |
| LCNB CORP | 9.45K | Jun 30, 26 | +1.40K | 0.04% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9.40K | Jun 30, 26 | -- | 0.04% |
| Sound Income Strategies, LLC | 9.29K | Jun 30, 26 | -- | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.29K | Jun 30, 26 | +9.29K | 0.04% |
| VestGen Advisors, LLC | 9.20K | Jun 30, 26 | -150 | 0.04% |
| Farther Finance Advisors, LLC | 9.10K | Jun 30, 26 | +51 | 0.04% |
| Braun-Bostich & Associates Inc. | 8.99K | Jun 30, 26 | -175 | 0.04% |
| Certified Advisory Corp | 8.97K | Jun 30, 26 | +44 | 0.04% |
| Hanlon Investment Management, Inc. | 8.96K | Jun 30, 26 | +192 | 0.04% |
| Wealth Alliance | 8.84K | Jun 30, 26 | +8 | 0.04% |
| Colony Group, LLC | 8.69K | Jun 30, 26 | +536 | 0.04% |
| Quantinno Capital Management LP | 8.67K | Jun 30, 26 | -2.09K | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.64K | Jun 30, 26 | -1.01K | 0.04% |
| Hibernia Wealth Partners, LLC | 8.61K | Jun 30, 26 | -7.34K | 0.04% |
| Lansing Street Advisors | 8.59K | Jun 30, 26 | -26 | 0.04% |
| Rathbones Group PLC | 8.57K | Jun 30, 26 | -9.57K | 0.04% |
| Signet Private Wealth LLC | 8.38K | Jun 30, 26 | -1.82K | 0.04% |
| MLG Wealth Management DBA Pine Grove Financial Group | 8.17K | Jun 30, 26 | -167 | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.75K | Jun 30, 26 | +564 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.69K | Jun 30, 26 | +123 | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 7.59K | Jun 30, 26 | +457 | 0.03% |
| Brown Miller Wealth Management, LLC | 7.59K | Jun 30, 26 | +457 | 0.03% |
| Brookstone Capital Management | 7.56K | Jun 30, 26 | -6.92K | 0.03% |
| ONE Advisory Partners, LLC | 7.54K | Jun 30, 26 | -197 | 0.03% |
| Fisher Asset Management, LLC | 7.26K | Jun 30, 26 | -829 | 0.03% |
| Ronald Blue Trust, Inc. | 7.25K | Jun 30, 26 | -288 | 0.03% |
| IEQ CAPITAL, LLC | 7.19K | Jun 30, 26 | -- | 0.03% |
| Cohen Capital Management, Inc. | 7.19K | Jun 30, 26 | +82 | 0.03% |
| Jacobs Equity LLC | 7.01K | Jun 30, 26 | -- | 0.03% |
| EFG International AG | 6.99K | Jun 30, 26 | -- | 0.03% |
| CURTIS WEALTH MANAGEMENT LLC | 6.93K | Jun 30, 26 | -88 | 0.03% |
| Legacy Capital Group California, Inc. | 6.91K | Jun 30, 26 | +2.01K | 0.03% |
| Avidian Wealth Solutions, LLC | 6.86K | Jun 30, 26 | -- | 0.03% |
| SAX WEALTH ADVISORS, LLC | 6.73K | Jun 30, 26 | +6.73K | 0.03% |
| FIRETHORN WEALTH PARTNERS, LLC | 6.73K | Jun 30, 26 | -204 | 0.03% |
| Integris Wealth Management, LLC | 6.59K | Jun 30, 26 | -1.12K | 0.03% |
| Hedges Asset Management LLC | 6.50K | Jun 30, 26 | +6.50K | 0.03% |
| Prospera Financial Services Inc | 6.36K | Jun 30, 26 | +996 | 0.03% |
| Core Wealth Advisors, Inc. | 6.26K | Jun 30, 26 | -- | 0.03% |
| BLAIR WILLIAM & CO/IL | 6.19K | Jun 30, 26 | -- | 0.03% |
| Stokes Family Office, LLC | 6.11K | Jun 30, 26 | +708 | 0.03% |
| Chicago Partners Investment Group LLC | 6.10K | Jun 30, 26 | +776 | 0.03% |
| Collaborative Capital Advisors LLC | 6.09K | Jun 30, 26 | +6.09K | 0.03% |
| Summit Trail Advisors, LLC | 6.09K | Jun 30, 26 | +6.09K | 0.03% |
| Rockefeller Capital Management L.P. | 6.08K | Jun 30, 26 | +37 | 0.03% |
| Harbour Capital Advisors, LLC | 6.03K | Jun 30, 26 | -- | 0.03% |
| Banque Cantonale Vaudoise | 5.99K | Jun 30, 26 | +2.16K | 0.03% |
| SSA SWISS ADVISORS AG | 5.95K | Jun 30, 26 | -- | 0.03% |
| Davis Wealth Advisors, LLC | 5.87K | Jun 30, 26 | -1.14K | 0.03% |
| MATHER GROUP, LLC. | 5.84K | Jun 30, 26 | -- | 0.03% |
| Dunhill Financial, LLC | 5.75K | Jun 30, 26 | +14 | 0.03% |
| BROWN ADVISORY INC | 5.70K | Jun 30, 26 | -- | 0.03% |
| MMBG INVESTMENT ADVISORS CO. | 5.60K | Jun 30, 26 | -- | 0.02% |
| CARRET ASSET MANAGEMENT, LLC | 5.54K | Jun 30, 26 | +919 | 0.02% |
| FIFTH THIRD BANCORP | 5.53K | Jun 30, 26 | +329 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.44K | Jun 30, 26 | -26.93K | 0.02% |
| Spears Abacus Advisors LLC | 5.30K | Jun 30, 26 | -- | 0.02% |
| Global Retirement Partners, LLC | 5.16K | Jun 30, 26 | +5.16K | 0.02% |
| EverSource Wealth Advisors, LLC | 5.06K | Jun 30, 26 | -1.66K | 0.02% |
| BlackRock, Inc. | 5.02K | Jun 30, 26 | -- | 0.02% |
| GLENMEDE TRUST CO NA | 5.00K | Jun 30, 26 | -- | 0.02% |
| CAPITAL ADVISORS INC/OK | 5.00K | Jun 30, 26 | -- | 0.02% |
| Crestwood Advisors Group LLC | 4.79K | Jun 30, 26 | -- | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.75K | Jun 30, 26 | +129 | 0.02% |
| CreativeOne Wealth, LLC | 4.72K | Jun 30, 26 | +406 | 0.02% |
| Godfrey Financial Associates, Inc. | 4.61K | Jun 30, 26 | -- | 0.02% |
| W ADVISORS, LLC | 4.59K | Jun 30, 26 | -- | 0.02% |
| BECKER CAPITAL MANAGEMENT INC | 4.50K | Jun 30, 26 | -- | 0.02% |
| L. Roy Papp & Associates, LLP | 4.50K | Jun 30, 26 | -- | 0.02% |
| SBI Securities Co., Ltd. | 4.35K | Jun 30, 26 | -355 | 0.02% |
| OpenArc Corporate Advisory, LLC | 4.34K | Jun 30, 26 | -10 | 0.02% |
| Yoffe Investment Management, LLC | 4.33K | Jun 30, 26 | -- | 0.02% |
| BANK OF MONTREAL /CAN/ | 4.32K | Jun 30, 26 | +667 | 0.02% |
| Patriot Financial Group Insurance Agency, LLC | 4.32K | Jun 30, 26 | -4.32K | 0.02% |
| Ausdal Financial Partners, Inc. | 4.23K | Jun 30, 26 | +1.16K | 0.02% |
| Empire Life Investments Inc. | 4.18K | Jun 30, 26 | -965 | 0.02% |
| CITIZENS FINANCIAL GROUP INC/RI | 4.04K | Jun 30, 26 | -- | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.00K | Jun 30, 26 | -579 | 0.02% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4.00K | Jun 30, 26 | -- | 0.02% |
| Dakota Wealth Management | 3.96K | Jun 30, 26 | -2.67K | 0.02% |
| Alpha Advisors, LLC/VA | 3.90K | Jun 30, 26 | -- | 0.02% |
| KCM INVESTMENT ADVISORS LLC | 3.87K | Jun 30, 26 | -- | 0.02% |
| HighTower Advisors, LLC | 3.72K | Jun 30, 26 | -1.80K | 0.02% |
| Ironwood Financial, llc | 3.67K | Jun 30, 26 | -43 | 0.02% |
| Spire Wealth Management | 3.65K | Jun 30, 26 | -520 | 0.02% |
| Advyzon Investment Management, LLC | 3.63K | Jun 30, 26 | +3.63K | 0.02% |
| Accelerate Investment Advisors LLC | 3.63K | Jun 30, 26 | -- | 0.02% |
| Miracle Mile Advisors, LLC | 3.54K | Jun 30, 26 | +61 | 0.02% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 3.47K | Jun 30, 26 | -387 | 0.02% |
| Banco Santander, S.A. | 3.45K | Jun 30, 26 | -452 | 0.02% |
| WATERSHED PRIVATE WEALTH LLC | 3.31K | Jun 30, 26 | -44 | 0.01% |
| Centerline Wealth Advisors, LLC | 3.26K | Jun 30, 26 | -316 | 0.01% |
| TD Waterhouse Canada Inc. | 3.20K | Jun 30, 26 | -- | 0.01% |
| SUTTON PLACE INVESTORS LLC | 3.17K | Jun 30, 26 | -- | 0.01% |
| Private Advisor Group, LLC | 3.11K | Jun 30, 26 | -12.89K | 0.01% |
| BURKE & HERBERT BANK & TRUST CO | 3.05K | Jun 30, 26 | -- | 0.01% |
| Merit Financial Group, LLC | 3.04K | Jun 30, 26 | -1.36K | 0.01% |
| Vident Advisory, LLC | 3.03K | Jun 30, 26 | -- | 0.01% |
| Bank Julius Baer & Co. Ltd, Zurich | 3.01K | Jun 30, 26 | +2.19K | 0.01% |
| FIRST HORIZON CORP | 3.00K | Jun 30, 26 | -- | 0.01% |
| Lido Advisors, LLC | 2.93K | Jun 30, 26 | +2.93K | 0.01% |
| Foguth Wealth Management, LLC. | 2.91K | Jun 30, 26 | -- | 0.01% |
| Atria Investments, Inc | 2.81K | Jun 30, 26 | +2.81K | 0.01% |
| OPPENHEIMER & CO INC | 2.78K | Jun 30, 26 | +2.78K | 0.01% |
| Meridian Financial, LLC | 2.77K | Jun 30, 26 | +2.77K | 0.01% |
| POM Investment Strategies, LLC | 2.74K | Jun 30, 26 | -740 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.59K | Jun 30, 26 | -- | 0.01% |
| GFS Advisors, LLC | 2.38K | Jun 30, 26 | -519 | 0.01% |
| LOM Asset Management Ltd | 2.29K | Jun 30, 26 | -- | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.15K | Jun 30, 26 | +260 | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 2.10K | Jun 30, 26 | -- | 0.01% |
| Smartleaf Asset Management LLC | 2.06K | Jun 30, 26 | -- | 0.01% |
| Osbon Capital Management LLC | 2.05K | Jun 30, 26 | -1 | 0.01% |
| USA FINANCIAL FORMULAS | 1.99K | Jun 30, 26 | +1.99K | 0.01% |
| CoreCap Advisors, LLC | 1.97K | Jun 30, 26 | -- | 0.01% |
| Strategic Investment Advisors / MI | 1.96K | Jun 30, 26 | +34 | 0.01% |
| Steigerwald, Gordon & Koch Inc. | 1.80K | Jun 30, 26 | -- | 0.01% |
| Princeton Global Asset Management LLC | 1.68K | Jun 30, 26 | +29 | 0.01% |
| New Republic Capital, LLC | 1.67K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 1.59K | Jun 30, 26 | -40 | 0.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.53K | Jun 30, 26 | -- | 0.01% |
| Smithfield Trust Co | 1.53K | Jun 30, 26 | -- | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 1.52K | Jun 30, 26 | -- | 0.01% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.51K | Jun 30, 26 | -- | 0.01% |
| MONTAG A & ASSOCIATES INC | 1.50K | Jun 30, 26 | -- | 0.01% |
| Colonial Trust Advisors | 1.40K | Jun 30, 26 | -365 | 0.01% |
| Capital Investment Advisory Services, LLC | 1.20K | Jun 30, 26 | -300 | 0.01% |
| IAG Wealth Partners, LLC | 1.18K | Jun 30, 26 | +20 | 0.01% |
| Templeton & Phillips Capital Management, LLC | 1.12K | Jun 30, 26 | -- | 0.01% |
| MPWM ADVISORY SOLUTIONS, LLC | 1.09K | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 952 | Jun 30, 26 | +422 | 0.00% |
| TRUST CO OF VERMONT | 921 | Jun 30, 26 | +921 | 0.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 819 | Jun 30, 26 | -- | 0.00% |
| Grove Bank & Trust | 800 | Jun 30, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 747 | Jun 30, 26 | +120 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 680 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 585 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 571 | Jun 30, 26 | +7 | 0.00% |
| Continuum Advisory, LLC | 556 | Jun 30, 26 | +556 | 0.00% |
| AMERICAN NATIONAL BANK | 490 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 400 | Jun 30, 26 | -200 | 0.00% |
| Rosenberg Matthew Hamilton | 349 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 319 | Jun 30, 26 | +17 | 0.00% |
| IFG Advisory, LLC | 308 | Jun 30, 26 | +308 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| CDKV HOLDINGS LLC | 288 | Jun 30, 26 | -- | 0.00% |
| Murphy & Mullick Capital Management Corp | 270 | Jun 30, 26 | -- | 0.00% |
| Aberdeen Wealth Management LLC | 200 | Jun 30, 26 | -200 | 0.00% |
| SOA Wealth Advisors, LLC. | 184 | Jun 30, 26 | -429 | 0.00% |
| BESSEMER GROUP INC | 170 | Jun 30, 26 | -- | 0.00% |
| Your Advocates Ltd., LLP | 163 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 123 | Jun 30, 26 | -- | 0.00% |
| Alpine Bank Wealth Management | 121 | Jun 30, 26 | +121 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 100 | Jun 30, 26 | +100 | 0.00% |
| SIMPLEX TRADING, LLC | 95 | Jun 30, 26 | -995 | 0.00% |
| Center for Financial Planning, Inc. | 79 | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 62 | Jun 30, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 59 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 40 | Jun 30, 26 | -- | 0.00% |
| Portfolio Resources Advisor Group, Inc. | 40 | Jun 30, 26 | -- | 0.00% |
| EPG Wealth Management LLC | 38 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 32 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 31 | Jun 30, 26 | +31 | 0.00% |
| Financially Speaking Inc | 6 | Jun 30, 26 | -14 | 0.00% |
| Silver Grove Financial Group, Inc. | 3 | Jun 30, 26 | +3 | 0.00% |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -1.00K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -447.87K | -- |
| Strong Retirement Solutions LLC | -- | Jun 30, 26 | -3.44K | -- |
| Global Assets Advisory, LLC | -- | Jun 30, 26 | -326 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -6.93K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -28 | -- |
| CFS Investment Advisory Services, LLC | -- | Jun 30, 26 | -3.18K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -346 | -- |
| Quadrature Capital Ltd | -- | Jun 30, 26 | -4.01K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -1.11K | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -120 | -- |
| Regal Investment Advisors LLC | -- | Jun 30, 26 | -3.42K | -- |
| OAK ASSOCIATES LTD /OH/ | -- | Jun 30, 26 | -3.55K | -- |
| Flagship Private Wealth, LLC | -- | Jun 30, 26 | -5.18K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -587 | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -3.19K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -4.79K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -78 | -- |
| Magnolia Wealth Management, LLC | -- | Jun 30, 26 | -413 | -- |
| MGO ONE SEVEN LLC | -- | Jun 30, 26 | -3.16K | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -3.27K | -- |
| Signal Advisors Wealth, LLC | -- | Jun 30, 26 | -3.89K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -3.82K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -783 | -- |
| Gibbs Wealth Management | 6.08K | Mar 31, 26 | +2.28K | 0.03% |
| USA Financial Portformulas Corp | 1.71K | Mar 31, 26 | -321 | 0.01% |
| Sunbelt Securities, Inc. | 283 | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 227 | Mar 31, 26 | +100 | 0.00% |
| High Falls Advisors, Inc | 13.43K | Dec 31, 25 | +336 | 0.06% |
| Dentgroup LLC | 8.90K | Dec 31, 25 | -387 | 0.04% |
| COMERICA BANK | 4.87K | Dec 31, 25 | +142 | 0.02% |
| CIBC Private Wealth Group, LLC | 401 | Dec 31, 25 | -316 | 0.00% |
| Ransom Advisory, Ltd | 350 | Dec 31, 25 | +350 | 0.00% |
| EFG Asset Management (Americas) Corp. | 6.76K | Sep 30, 25 | -16.98K | 0.03% |
| Glenmede Investment Management, LP | 5.00K | Sep 30, 25 | -- | 0.02% |
| FULLCIRCLE WEALTH LLC | -- | Sep 30, 25 | -6.03K | -- |
| Family Firm, Inc. | 54.22K | Jun 30, 25 | -2.96K | 0.24% |
| My Legacy Advisors, LLC | 8.07K | Jun 30, 25 | -614 | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 4.37K | Jun 30, 25 | +58 | 0.02% |
| First Horizon Advisors, Inc. | 3.00K | Jun 30, 25 | -- | 0.01% |
| Spectrum Wealth Counsel, LLC | 100 | Mar 31, 25 | -- | 0.00% |
| UNIONVIEW, LLC | -- | Dec 31, 24 | -3.70K | -- |
| RAYMOND JAMES & ASSOCIATES | 14.38K | Sep 30, 24 | +51 | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 7.34K | Sep 30, 24 | -214 | 0.03% |
| Axiom Advisory, LLC | 5.44K | Sep 30, 24 | +204 | 0.02% |
| Alera Investment Advisors, LLC | 4.41K | Sep 30, 24 | +4.41K | 0.02% |
| Family Asset Management, LLC | 112 | Sep 30, 24 | +112 | 0.00% |
| BlackRock Inc. | 8.87M | Jun 30, 24 | -221.14K | 39.52% |
| Cetera Advisor Networks LLC | 23.02K | Mar 31, 24 | -697 | 0.10% |
| Derbend Asset Management | 10.56K | Mar 31, 24 | -167 | 0.05% |
| Cetera Advisors LLC | 3.77K | Mar 31, 24 | +3.77K | 0.02% |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -174.73K | -- |
| WEALTHSOURCE PARTNERS, LLC | 163.70K | Dec 31, 23 | -18.75K | 0.73% |
| DB Wealth Management Group, LLC | 1.51K | Dec 31, 23 | -- | 0.01% |
| Baystate Wealth Management LLC | 1.16K | Dec 31, 23 | +403 | 0.01% |
| PROVENCE WEALTH MANAGEMENT GROUP | 678 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 14.16K | Sep 30, 23 | -8.43K | 0.06% |
| EA Series Trust | 55.98K | Jun 30, 23 | +55.98K | 0.25% |
| Intercontinental Wealth Advisors, LLC | 37.85K | Jun 30, 23 | -213 | 0.17% |
| EFG CAPITAL INTERNATIONAL CORP. | 24.00K | Jun 30, 23 | +24.00K | 0.11% |
| Endurance Wealth Management, Inc. | 6.38K | Jun 30, 23 | -- | 0.03% |
| Ahrens Investment Partners LLC | 900 | Mar 31, 23 | +900 | 0.00% |
| Baldrige Asset Management LLC | 353 | Mar 31, 23 | -188 | 0.00% |
| Laurel Wealth Advisors, Inc. | 7.00K | Dec 31, 22 | -2.10K | 0.03% |
| 55I, LLC | 1.15M | Sep 30, 22 | +818.97K | 5.12% |
| American Portfolios Advisors | 2.76K | Sep 30, 22 | -294 | 0.01% |
| MUFG Americas Holdings Corp | 125 | Sep 30, 22 | +125 | 0.00% |
| Spectrum Management Group, LLC | 100 | Sep 30, 22 | -- | 0.00% |
| ELM ADVISORS, LLC | -- | Mar 31, 22 | -4.00K | -- |
| B, B, H, & B INC. | -- | Mar 31, 22 | -40.87K | -- |
| Meristem Family Wealth, LLC | -- | Mar 31, 22 | -4.21K | -- |
| OLD MISSION CAPITAL, LLC | 372.86K | Dec 31, 20 | +372.86K | 1.66% |
| Winslow, Evans & Crocker, Inc. | 212 | Dec 31, 20 | -233 | 0.00% |
| Wealthspire Advisors, L.P. | 11.48K | Sep 30, 20 | +5.56K | 0.05% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 8.51K | Sep 30, 20 | -- | 0.04% |
| Lenox Wealth Management, Inc. | 175 | Jun 30, 20 | -- | 0.00% |
| Osborn Williams & Donohoe LLC | -- | Mar 31, 20 | -5.00K | -- |
| Beacon Pointe Wealth Advisors, LLC | 15.11K | Dec 31, 19 | -157 | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 12.30K | Dec 31, 19 | -456 | 0.05% |
| Advisor Group, Inc. | 2.89K | Dec 31, 19 | -13.02K | 0.01% |
| Manifold Partners, LLC | 34.50K | Jun 30, 19 | -31.50K | 0.15% |
| Lattice Strategies LLC | -- | Mar 31, 19 | -9.10K | -- |
| Vantage Investment Advisors, LLC | 4.10K | Sep 30, 18 | -- | 0.02% |
| WealthShield, LLC | 103 | Dec 31, 17 | +103 | 0.00% |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 18.44K | Sep 30, 17 | -- | 0.08% |
| BARING ASSET MANAGEMENT Ltd | 16.07K | Sep 30, 17 | +10.75K | 0.07% |
| Commonwealth Equity Services, Inc | 19.67K | Jun 30, 17 | +372 | 0.09% |
| Geneva Advisors, LLC | 16.82K | Jun 30, 17 | +524 | 0.07% |
| RONALD BLUE & CO LLC | 14.46K | Jun 30, 17 | +53 | 0.06% |
| BlackRock Group LTD | 83.28K | Dec 31, 16 | -- | 0.37% |
| MSI Financial Services Inc | 31.50K | Dec 31, 16 | +268 | 0.14% |
| BlackRock Investment Management, LLC | 22.61K | Dec 31, 16 | +1.19K | 0.10% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -551 | -- |
| VSR Financial Services, Inc. | 25.73K | Jun 30, 16 | +500 | 0.11% |
| Gupta Wealth Management LLC | -- | Mar 31, 16 | -207 | -- |
| Convergent Wealth Advisors | 5.41K | Sep 30, 15 | -- | 0.02% |
| CITY NATIONAL BANK | -- | Sep 30, 15 | -10.89K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 9.63K | Jun 30, 15 | +8.89K | 0.04% |
| STANCORP INVESTMENT ADVISERS INC | 104 | Mar 31, 15 | -320 | 0.00% |
| Keel Point Advisors, LLC | 18.65K | Dec 31, 14 | +18.65K | 0.08% |
| FOUNDERS BANK & TRUST | 4.73K | Dec 31, 14 | -1.35K | 0.02% |
| Placemark Investments, Inc. | 3.71K | Dec 31, 14 | -821 | 0.02% |
| SHAPIRO ROBERT N | 1.68K | Dec 31, 14 | -- | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.48K | Dec 31, 14 | +230 | 0.01% |
| UBS AG | 498.48K | Sep 30, 14 | -119.17K | 2.22% |
| MARCUARD FAMILY OFFICE LTD | 16.00K | Sep 30, 14 | -- | 0.07% |
| Long Wharf Investors, Inc. | 61.84K | Jun 30, 14 | -- | 0.28% |
| KMS FINANCIAL SERVICES, INC | 5.12K | Jun 30, 14 | -4.48K | 0.02% |
| SG Select LLC | 4.33K | Mar 31, 14 | +4.33K | 0.02% |
| Jane Street Holding, LLC | 25.30K | Dec 31, 13 | -48.03K | 0.11% |
| STIFEL NICOLAUS & CO INC \MO\ | 30.51K | Sep 30, 13 | +30.51K | 0.14% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -18.81K | -- |
| First Allied Securities, Inc. | 420 | Jun 30, 12 | -- | 0.00% |
| CSI CAPITAL MANAGEMENT, INC. | -- | Jun 30, 11 | -14.36K | -- |
| Lloyds Bank plc | 3.30K | Dec 31, 09 | -- | 0.01% |
| RBC Private Counsel (USA) Inc. | 39.18K | Sep 30, 09 | -2.21K | 0.17% |
| ROYAL TRUST CORP OF CANADA/ | 32.06K | Sep 30, 09 | -44.22K | 0.14% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 31.07K | Sep 30, 09 | -13.47K | 0.14% |
| RBC cees Trustee LTD | -- | Sep 30, 09 | -2.03K | -- |
| RBC Trust Co (International) Ltd | 18.25K | Jun 30, 09 | +18.25K | 0.08% |
| RBC Dominion Securities Inc. | 435.59K | Dec 31, 08 | -140.43K | 1.94% |
| PEOPLES BANCORP INC | 7.21K | Sep 30, 07 | -8.59K | 0.03% |
| Meehan Mutual Funds, Inc. | -- | Mar 31, 06 | -14.40K | -- |