iShares U.S. Infrastructure ETF(IFRA)

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iShares U.S. Infrastructure ETF(IFRA)

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$61.96—

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IFRA(IFRA)

IFRA

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

Institutional Ownership

Top 506 Institutional Holders

Holder	Shares	Date	Change	% Held
Wellspring Financial Advisors, LLC	676.79K	Jun 30, 26	+112.79K	0.90%
Wealthcare Advisory Partners LLC	205.70K	Jun 30, 26	+24.90K	0.27%
Bouvel Investment Partners, LLC	105.49K	Jun 30, 26	+105.49K	0.14%
Eagle Strategies LLC	79.44K	Jun 30, 26	+1.80K	0.11%
FIFTH THIRD SECURITIES, INC.	74.87K	Jun 30, 26	+4.17K	0.10%
FORTE ASSET MANAGEMENT LLC	62.50K	Jun 30, 26	+23	0.08%
Forthright Family Wealth Advisory LLC	48.24K	Jun 30, 26	+19.10K	0.06%
J.W. COLE ADVISORS, INC.	45.07K	Jun 30, 26	+3.62K	0.06%
Farther Finance Advisors, LLC	45.02K	Jun 30, 26	-5.73K	0.06%
CLIENT 1ST ADVISORY GROUP, LLC	42.55K	Jun 30, 26	+3.26K	0.06%
IFP Advisors, Inc	30.75K	Jun 30, 26	+3.16K	0.04%
WARNER FINANCIAL, INC	30.40K	Jun 30, 26	+20	0.04%
HERBST GROUP, LLC	30.19K	Jun 30, 26	+8.93K	0.04%
Wealthcare Capital Partners, LLC	26.13K	Jun 30, 26	+181	0.03%
EVOLUTION WEALTH MANAGEMENT INC.	22.19K	Jun 30, 26	+6.62K	0.03%
Merit Financial Group, LLC	18.19K	Jun 30, 26	+635	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.55K	Jun 30, 26	-463	0.02%
PARK AVENUE SECURITIES LLC	16.93K	Jun 30, 26	-315	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	16.74K	Jun 30, 26	+49	0.02%
Dynamic Advisor Solutions LLC	16.70K	Jun 30, 26	+5.53K	0.02%
Apeiron RIA LLC	16.04K	Jun 30, 26	-3.43K	0.02%
SWMG, LLC	14.95K	Jun 30, 26	+264	0.02%
Lewis Asset Management, LLC	13.05K	Jun 30, 26	+658	0.02%
Sage Capital Management, LLC	11.03K	Jun 30, 26	+6	0.01%
CLUNE & ASSOCIATES, LTD.	10.61K	Jun 30, 26	-1.27K	0.01%
First Heartland Consultants, Inc.	10.59K	Jun 30, 26	-349	0.01%
180 WEALTH ADVISORS, LLC	10.47K	Jun 30, 26	+359	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	10.04K	Jun 30, 26	-463	0.01%
Ronald Blue Trust, Inc.	9.76K	Jun 30, 26	-37	0.01%
Y-Intercept (Hong Kong) Ltd	9.06K	Jun 30, 26	+9.06K	0.01%
Steel Peak Wealth Management LLC	8.85K	Jun 30, 26	+1	0.01%
HARBOR INVESTMENT ADVISORY, LLC	8.11K	Jun 30, 26	+1.33K	0.01%
Lakeshore Financial Planning, Inc.	7.33K	Jun 30, 26	+253	0.01%
Fiduciary Alliance LLC	7.23K	Jun 30, 26	+188	0.01%
WEALTHCARE CAPITAL MANAGEMENT LLC	7.06K	Jun 30, 26	+836	0.01%
SHEETS SMITH WEALTH MANAGEMENT	6.85K	Jun 30, 26	--	0.01%
BEACON FINANCIAL GROUP	6.66K	Jun 30, 26	-5	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	6.65K	Jun 30, 26	-1.35K	0.01%
CoreCap Advisors, LLC	6.40K	Jun 30, 26	-520	0.01%
Mainstream Capital Management LLC	6.31K	Jun 30, 26	-130	0.01%
NBC SECURITIES, INC.	6.03K	Jun 30, 26	--	0.01%
Cypress Wealth Services, LLC	5.96K	Jun 30, 26	-1.83K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	5.59K	Jun 30, 26	-159	0.01%
Prospera Financial Services Inc	5.55K	Jun 30, 26	+1.02K	0.01%
Magnus Financial Group LLC	5.47K	Jun 30, 26	--	0.01%
Sharkey, Howes & Javer	5.23K	Jun 30, 26	--	0.01%
LaFleur & Godfrey LLC	5.22K	Jun 30, 26	+291	0.01%
Scarborough Advisors, LLC	4.90K	Jun 30, 26	-139	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	4.59K	Jun 30, 26	-1	0.01%
FIRST HORIZON CORP	4.59K	Jun 30, 26	+487	0.01%
Wealth Management Associates, Inc.	4.58K	Jun 30, 26	--	0.01%
Ridgeline Wealth, LLC	4.44K	Jun 30, 26	-84	0.01%
KAVAR CAPITAL PARTNERS GROUP, LLC	4.23K	Jun 30, 26	--	0.01%
Brookstone Capital Management	3.94K	Jun 30, 26	+20	0.01%
CATHY PARETO & ASSOCIATES, INC	3.87K	Jun 30, 26	+12	0.01%
CFS Investment Advisory Services, LLC	3.41K	Jun 30, 26	-334	0.00%
MCIA Inc	3.34K	Jun 30, 26	+30	0.00%
ARMSTRONG ADVISORY GROUP, INC	3.13K	Jun 30, 26	--	0.00%
Spire Wealth Management	3.04K	Jun 30, 26	-154	0.00%
SOA Wealth Advisors, LLC.	2.79K	Jun 30, 26	+8	0.00%
Physician Wealth Advisors, Inc.	2.73K	Jun 30, 26	-23	0.00%
Grove Bank & Trust	2.00K	Jun 30, 26	--	0.00%
Activest Wealth Management	1.90K	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	1.07K	Jun 30, 26	+3	0.00%
Arlington Trust Co LLC	648	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	251	Jun 30, 26	+251	0.00%
Gleason Group, Inc.	179	Jun 30, 26	--	0.00%
Keystone Financial Group, Inc.	169	Jun 30, 26	--	0.00%
CX Institutional	160	Jun 30, 26	--	0.00%
CITY HOLDING CO	115	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	113	Jun 30, 26	--	0.00%
Triumph Capital Management	113	Jun 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	74	Jun 30, 26	--	0.00%
Darwin Wealth Management, LLC	37	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	34	Jun 30, 26	-43	0.00%
WEST PACES ADVISORS INC.	22	Jun 30, 26	+22	0.00%
Retirement Wealth Solutions LLC	20	Jun 30, 26	-1	0.00%
Marshall & Sterling Wealth Advisors Inc.	2	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-1.25K	--
PFG Advisors	--	Jun 30, 26	-3.98K	--
Fortitude Financial, LLC	--	Jun 30, 26	-3.63K	--
EASTERN BANK	--	Jun 30, 26	-27	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-1.43K	--
FIRST COMMUNITY TRUST NA	--	Jun 30, 26	-37	--
BANK OF AMERICA CORP /DE/	9.74M	Mar 31, 26	-355.71K	12.95%
MORGAN STANLEY	2.31M	Mar 31, 26	+278.29K	3.07%
Wharton Business Group, LLC	1.72M	Mar 31, 26	+8.13K	2.29%
LPL Financial LLC	1.23M	Mar 31, 26	+85.29K	1.64%
Cetera Investment Advisers	1.08M	Mar 31, 26	+371.04K	1.43%
Mariner, LLC	1.06M	Mar 31, 26	+31.30K	1.41%
RAYMOND JAMES FINANCIAL INC	833.99K	Mar 31, 26	+39.77K	1.11%
HSBC HOLDINGS PLC	758.52K	Mar 31, 26	+4.62K	1.01%
WELLS FARGO & COMPANY/MN	609.00K	Mar 31, 26	+203.12K	0.81%
Wellspring Financial Advisors, LLC	564.00K	Mar 31, 26	+551.03K	0.75%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	497.75K	Mar 31, 26	+14.11K	0.66%
Creative Planning	434.02K	Mar 31, 26	-3.78K	0.58%
ADVISOR GROUP HOLDINGS, INC.	410.44K	Mar 31, 26	-70.89K	0.55%
JONES FINANCIAL COMPANIES LLLP	405.62K	Mar 31, 26	+233.94K	0.54%
AMERIPRISE FINANCIAL INC	403.88K	Mar 31, 26	+61.06K	0.54%
PNC FINANCIAL SERVICES GROUP, INC.	391.66K	Mar 31, 26	+20.82K	0.52%
CAPTRUST FINANCIAL ADVISORS	374.16K	Mar 31, 26	-9.78K	0.50%
RMB Capital Management, LLC	367.31K	Mar 31, 26	+2.78K	0.49%
VAN ECK ASSOCIATES CORP	365.43K	Mar 31, 26	+255.35K	0.49%
UBS Group AG	354.40K	Mar 31, 26	+25.70K	0.47%
Atomi Financial Group, Inc.	331.81K	Mar 31, 26	-5.75K	0.44%
ENVESTNET ASSET MANAGEMENT INC	312.61K	Mar 31, 26	+31.71K	0.42%
EVERGREEN CAPITAL MANAGEMENT LLC	306.74K	Mar 31, 26	+8.80K	0.41%
COMMONWEALTH EQUITY SERVICES, LLC	304.44K	Mar 31, 26	-21.99K	0.40%
MML INVESTORS SERVICES, LLC	222.32K	Mar 31, 26	-4.07K	0.30%
Brio Consultants, LLC	186.34K	Mar 31, 26	-1.95K	0.25%
Laurel Wealth Planning LLC	184.42K	Mar 31, 26	-7.44K	0.25%
HighTower Advisors, LLC	182.91K	Mar 31, 26	+26.85K	0.24%
THRIVENT FINANCIAL FOR LUTHERANS	169.96K	Mar 31, 26	+49.78K	0.23%
SUMITOMO LIFE INSURANCE CO	166.10K	Mar 31, 26	-30.60K	0.22%
STIFEL FINANCIAL CORP	150.45K	Mar 31, 26	+5.37K	0.20%
Kovitz Investment Group Partners, LLC	135.85K	Mar 31, 26	+135.85K	0.18%
Haven Private, LLC	131.32K	Mar 31, 26	+1.68K	0.17%
Cambridge Investment Research Advisors, Inc.	119.11K	Mar 31, 26	+3.03K	0.16%
JPMORGAN CHASE & CO	108.88K	Mar 31, 26	-3.10K	0.14%
ROYAL BANK OF CANADA	104.20K	Mar 31, 26	-34.65K	0.14%
PRINCIPAL SECURITIES, INC.	88.97K	Mar 31, 26	-6.50K	0.12%
Consilium Wealth Advisory, LLC	83.66K	Mar 31, 26	+7.36K	0.11%
NATIXIS ADVISORS, L.P.	75.23K	Mar 31, 26	+40.12K	0.10%
Kestra Advisory Services, LLC	70.30K	Mar 31, 26	+16.65K	0.09%
HOGE FINANCIAL SERVICES, LLC	65.88K	Mar 31, 26	+12.20K	0.09%
Silver Coast Investments LLC	62.66K	Mar 31, 26	-1.31K	0.08%
FORTE ASSET MANAGEMENT LLC	62.48K	Mar 31, 26	+24.27K	0.08%
Integrated Wealth Concepts LLC	59.84K	Mar 31, 26	+1.39K	0.08%
BLAIR WILLIAM & CO/IL	59.32K	Mar 31, 26	+52.62K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	54.21K	Mar 31, 26	-10.46K	0.07%
PATTON ALBERTSON MILLER GROUP, LLC	51.72K	Mar 31, 26	-1.24K	0.07%
Dorsey & Whitney Trust CO LLC	51.16K	Mar 31, 26	+51.16K	0.07%
Western Wealth Management, LLC	50.37K	Mar 31, 26	+23.08K	0.07%
CWM, LLC	46.23K	Mar 31, 26	-2.57K	0.06%
U.S. Capital Wealth Advisors, LLC	45.13K	Mar 31, 26	-1.20K	0.06%
Janney Montgomery Scott LLC	42.83K	Mar 31, 26	-4.73K	0.06%
J.W. COLE ADVISORS, INC.	41.45K	Mar 31, 26	+1.69K	0.06%
BG Investment Services, Inc.	40.33K	Mar 31, 26	-528	0.05%
MONEY CONCEPTS CAPITAL CORP	39.34K	Mar 31, 26	-848	0.05%
STRATEGY ASSET MANAGERS LLC	37.16K	Mar 31, 26	+731	0.05%
SILVERLAKE WEALTH MANAGEMENT LLC	37.05K	Mar 31, 26	-1.98K	0.05%
CITIZENS FINANCIAL GROUP INC/RI	36.48K	Mar 31, 26	+28.57K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.33K	Mar 31, 26	+36.33K	0.05%
Equitable Holdings, Inc.	35.92K	Mar 31, 26	-6.68K	0.05%
Urban Wealth Management, LLC	35.79K	Mar 31, 26	-4.04K	0.05%
IHT Wealth Management, LLC	35.15K	Mar 31, 26	+7.38K	0.05%
ARRIEN INVESTMENTS, INC.	32.87K	Mar 31, 26	-1.65K	0.04%
Financial Partners Group, Inc	32.77K	Mar 31, 26	-149	0.04%
Rockefeller Capital Management L.P.	32.48K	Mar 31, 26	+1.95K	0.04%
SIMON QUICK ADVISORS, LLC	31.36K	Mar 31, 26	-1.06K	0.04%
Avidian Wealth Solutions, LLC	30.49K	Mar 31, 26	-1.60K	0.04%
Hibernia Wealth Partners, LLC	30.44K	Mar 31, 26	+18.58K	0.04%
Cerity Partners LLC	30.29K	Mar 31, 26	+3.18K	0.04%
SRS Capital Advisors, Inc.	29.73K	Mar 31, 26	+28.20K	0.04%
Sunbelt Securities, Inc.	27.46K	Mar 31, 26	+5.06K	0.04%
Private Advisor Group, LLC	26.87K	Mar 31, 26	-238	0.04%
Arkadios Wealth Advisors	26.68K	Mar 31, 26	+20.90K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	26.27K	Mar 31, 26	+26.27K	0.03%
Stratos Wealth Partners, LTD.	25.98K	Mar 31, 26	-26.37K	0.03%
CI Private Wealth, LLC	25.59K	Mar 31, 26	+2.04K	0.03%
Sanctuary Advisors, LLC	25.26K	Mar 31, 26	-6.67K	0.03%
FMR LLC	24.61K	Mar 31, 26	+7.82K	0.03%
LIBERTY WEALTH MANAGEMENT LLC	24.38K	Mar 31, 26	-1.40K	0.03%
Independent Advisor Alliance	23.83K	Mar 31, 26	+23.83K	0.03%
FIFTH THIRD BANCORP	23.55K	Mar 31, 26	+23.30K	0.03%
Concurrent Investment Advisors, LLC	22.60K	Mar 31, 26	+341	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	22.57K	Mar 31, 26	+4.79K	0.03%
CreativeOne Wealth, LLC	21.96K	Mar 31, 26	+555	0.03%
Alpha Financial Partners, LLC	21.81K	Mar 31, 26	-15.06K	0.03%
Cascade Financial Partners, LLC	21.56K	Mar 31, 26	+5.40K	0.03%
Colony Group, LLC	21.51K	Mar 31, 26	-2.02K	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	21.14K	Mar 31, 26	+720	0.03%
Yakira Capital Management, Inc.	20.54K	Mar 31, 26	+20.54K	0.03%
Sovran Advisors, LLC	20.54K	Mar 31, 26	+3.87K	0.03%
Resources Investment Advisors, LLC.	20.10K	Mar 31, 26	-40	0.03%
Banque Cantonale Vaudoise	19.90K	Mar 31, 26	+19.90K	0.03%
NewEdge Advisors, LLC	19.88K	Mar 31, 26	-1.93K	0.03%
GOLDMAN SACHS GROUP INC	19.75K	Mar 31, 26	-5.48K	0.03%
Kovack Advisors, Inc.	19.17K	Mar 31, 26	-197	0.03%
Elm3 Financial Group, LLC	18.18K	Mar 31, 26	+903	0.02%
Sound Financial Strategies Group, LLC	17.73K	Mar 31, 26	-7.18K	0.02%
Visionary Wealth Advisors	17.27K	Mar 31, 26	+1.53K	0.02%
PARK AVENUE SECURITIES LLC	17.25K	Mar 31, 26	-110	0.02%
SCOTIA CAPITAL INC.	16.81K	Mar 31, 26	+3.10K	0.02%
Comprehensive Money Management Services LLC	16.78K	Mar 31, 26	--	0.02%
SAGESPRING WEALTH PARTNERS, LLC	16.59K	Mar 31, 26	--	0.02%
Copia Wealth Management	16.20K	Mar 31, 26	-8.68K	0.02%
NATIONAL BANK OF CANADA /FI/	15.90K	Mar 31, 26	--	0.02%
Maia Wealth LLC	15.70K	Mar 31, 26	-573	0.02%
NWF Advisory Services Inc.	15.46K	Mar 31, 26	-683	0.02%
TRUIST FINANCIAL CORP	15.45K	Mar 31, 26	-403	0.02%
Qube Research & Technologies Ltd	15.36K	Mar 31, 26	+1.68K	0.02%
Insight Wealth Partners, LLC	15.23K	Mar 31, 26	+531	0.02%
Werba Rubin Papier Wealth Management	15.03K	Mar 31, 26	-405	0.02%
Chicago Partners Investment Group LLC	13.73K	Mar 31, 26	+2.37K	0.02%
KICKSTAND VENTURES, LLC.	13.65K	Mar 31, 26	+48	0.02%
Financial Perspectives, Inc	13.63K	Mar 31, 26	--	0.02%
Moss Adams Wealth Advisors LLC	13.25K	Mar 31, 26	--	0.02%
KPP Advisory Services LLC	12.58K	Mar 31, 26	-3.13K	0.02%
Lewis Asset Management, LLC	12.39K	Mar 31, 26	+8.58K	0.02%
Balboa Wealth Partners	12.15K	Mar 31, 26	+2.20K	0.02%
Creekside Partners	12.14K	Mar 31, 26	+11	0.02%
Clifford Group, LLC	12.13K	Mar 31, 26	+403	0.02%
SAXON INTERESTS, INC.	11.90K	Mar 31, 26	+11.90K	0.02%
HARBOUR INVESTMENTS, INC.	11.71K	Mar 31, 26	-667	0.02%
Apollon Wealth Management, LLC	11.68K	Mar 31, 26	-22	0.02%
Riverbend Wealth Management, LLC	11.53K	Mar 31, 26	+227	0.02%
Waverly Advisors, LLC	11.49K	Mar 31, 26	-142	0.02%
JANE STREET GROUP, LLC	11.31K	Mar 31, 26	+11.31K	0.02%
Pines Wealth Management, LLC	11.14K	Mar 31, 26	+1.25K	0.01%
Sage Capital Management, LLC	11.02K	Mar 31, 26	+14	0.01%
CENTRAL TRUST Co	10.56K	Mar 31, 26	--	0.01%
Allen Capital Group, LLC	10.56K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	10.37K	Mar 31, 26	-27.86K	0.01%
BANK OF MONTREAL /CAN/	10.31K	Mar 31, 26	-236	0.01%
Keebeck Wealth Management, LLC	10.29K	Mar 31, 26	-1.04K	0.01%
VestGen Advisors, LLC	10.21K	Mar 31, 26	-236	0.01%
TCI Wealth Advisors, Inc.	10.15K	Mar 31, 26	--	0.01%
TPG Advisors LLC	9.92K	Mar 31, 26	+9.92K	0.01%
AE Wealth Management LLC	9.87K	Mar 31, 26	+1.78K	0.01%
Evolution Wealth Advisors, LLC	9.77K	Mar 31, 26	+3.55K	0.01%
Ashton Thomas Private Wealth, LLC	9.28K	Mar 31, 26	-1.13K	0.01%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	9.12K	Mar 31, 26	-4.92K	0.01%
US BANCORP \DE\	9.08K	Mar 31, 26	+238	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	9.05K	Mar 31, 26	-7.87K	0.01%
Gotham Asset Management, LLC	8.99K	Mar 31, 26	+222	0.01%
CHOREO, LLC	8.98K	Mar 31, 26	-209	0.01%
ROMAN BUTLER FULLERTON & CO	8.69K	Mar 31, 26	+2.56K	0.01%
MGO ONE SEVEN LLC	8.66K	Mar 31, 26	+778	0.01%
Summit Financial, LLC	8.62K	Mar 31, 26	+4.15K	0.01%
NewEdge Wealth, LLC	8.44K	Mar 31, 26	-148	0.01%
HB Wealth Management, LLC	8.35K	Mar 31, 26	+38	0.01%
PKS Advisory Services, LLC	8.33K	Mar 31, 26	+8.33K	0.01%
Strategic Financial Partners, Ltd.	8.21K	Mar 31, 26	-3.82K	0.01%
MARINO, STRAM & ASSOCIATES LLC	8.13K	Mar 31, 26	+16	0.01%
Kingsview Wealth Management, LLC	8.13K	Mar 31, 26	+447	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	7.99K	Mar 31, 26	-1.12K	0.01%
Keystone Wealth Services, LLC	7.96K	Mar 31, 26	+173	0.01%
Icon Wealth Advisors, LLC	7.92K	Mar 31, 26	-83	0.01%
Mutual Advisors, LLC	7.83K	Mar 31, 26	-1.59K	0.01%
Evergreen Wealth Solutions, LLC	7.77K	Mar 31, 26	+2.90K	0.01%
LIBERTY SQUARE WEALTH PARTNERS LLC	7.69K	Mar 31, 26	+50	0.01%
Sage Mountain Advisors LLC	7.68K	Mar 31, 26	--	0.01%
Sigma Planning Corp	7.55K	Mar 31, 26	-1.95K	0.01%
CENTAURUS FINANCIAL, INC.	7.49K	Mar 31, 26	-572	0.01%
Federation des caisses Desjardins du Quebec	7.17K	Mar 31, 26	+142	0.01%
BIP Wealth, LLC	7.05K	Mar 31, 26	--	0.01%
Moors & Cabot, Inc.	6.93K	Mar 31, 26	-390	0.01%
Allworth Financial LP	6.85K	Mar 31, 26	-24	0.01%
Mosley Wealth Management	6.69K	Mar 31, 26	+13	0.01%
TSA Wealth Managment LLC	6.59K	Mar 31, 26	-616	0.01%
Capstone Financial Advisors, Inc.	6.58K	Mar 31, 26	+32	0.01%
Proactive Wealth Strategies LLC	6.54K	Mar 31, 26	+1.61K	0.01%
IEQ CAPITAL, LLC	6.50K	Mar 31, 26	+378	0.01%
Columbus Macro, LLC	6.47K	Mar 31, 26	+6.47K	0.01%
Quadrant Private Wealth Management, LLC	6.42K	Mar 31, 26	-18	0.01%
Essex Financial Services, Inc.	6.40K	Mar 31, 26	+18	0.01%
One Wealth Advisors, LLC	6.28K	Mar 31, 26	-96	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	6.20K	Mar 31, 26	+2.99K	0.01%
Concorde Asset Management, LLC	6.17K	Mar 31, 26	-356	0.01%
Horst & Graben Wealth Management LLC	6.08K	Mar 31, 26	-190	0.01%
Hilltop Holdings Inc.	6.00K	Mar 31, 26	-2.37K	0.01%
RITHOLTZ WEALTH MANAGEMENT	5.96K	Mar 31, 26	+5.96K	0.01%
Robertson Stephens Wealth Management, LLC	5.91K	Mar 31, 26	-4.00K	0.01%
AQR CAPITAL MANAGEMENT LLC	5.86K	Mar 31, 26	+728	0.01%
Buckingham Strategic Partners	5.77K	Mar 31, 26	+5.77K	0.01%
NORTHERN TRUST CORP	5.74K	Mar 31, 26	-4.98K	0.01%
Tower Research Capital LLC (TRC)	5.55K	Mar 31, 26	+4.03K	0.01%
Sovereign Financial Group, Inc.	5.51K	Mar 31, 26	-126	0.01%
Beacon Pointe Advisors, LLC	5.21K	Mar 31, 26	+781	0.01%
Scarborough Advisors, LLC	5.04K	Mar 31, 26	+56	0.01%
PRELUDE CAPITAL MANAGEMENT, LLC	5.00K	Mar 31, 26	+5.00K	0.01%
Marks Group Wealth Management, Inc	4.92K	Mar 31, 26	--	0.01%
Quantinno Capital Management LP	4.79K	Mar 31, 26	+708	0.01%
JOURNEY STRATEGIC WEALTH LLC	4.71K	Mar 31, 26	-242	0.01%
West Wealth Group, LLC	4.69K	Mar 31, 26	-200	0.01%
Parallel Advisors, LLC	4.53K	Mar 31, 26	+1.46K	0.01%
Apollon Financial, LLC	4.46K	Mar 31, 26	--	0.01%
Yukon Wealth Management, Inc.	4.41K	Mar 31, 26	+8	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	4.40K	Mar 31, 26	+87	0.01%
OPPENHEIMER & CO INC	4.33K	Mar 31, 26	+4.33K	0.01%
Atria Investments, Inc	4.30K	Mar 31, 26	+360	0.01%
Cladis Investment Advisory, LLC	4.30K	Mar 31, 26	--	0.01%
Perigon Wealth Management, LLC	4.24K	Mar 31, 26	-146	0.01%
KAVAR CAPITAL PARTNERS GROUP, LLC	4.23K	Mar 31, 26	+4.23K	0.01%
RENAISSANCE TECHNOLOGIES LLC	4.20K	Mar 31, 26	+4.20K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.11K	Mar 31, 26	-618	0.01%
FIRST HORIZON CORP	4.10K	Mar 31, 26	--	0.01%
Savvy Advisors, Inc.	4.08K	Mar 31, 26	+4.08K	0.01%
Firestone Capital Management	4.06K	Mar 31, 26	--	0.01%
Aptus Capital Advisors, LLC	4.03K	Mar 31, 26	+1.40K	0.01%
J. Safra Sarasin Holding AG	3.85K	Mar 31, 26	+3.85K	0.01%
United Advisor Group, LLC	3.71K	Mar 31, 26	+3.71K	0.00%
D.A. DAVIDSON & CO.	3.70K	Mar 31, 26	+3.70K	0.00%
Vawter Financial, Ltd.	3.67K	Mar 31, 26	+3.67K	0.00%
WealthPlan Investment Management, LLC	3.61K	Mar 31, 26	+3.61K	0.00%
SCHMIDT P J INVESTMENT MANAGEMENT INC	3.60K	Mar 31, 26	-1.12K	0.00%
MPWM ADVISORY SOLUTIONS, LLC	3.46K	Mar 31, 26	+3.42K	0.00%
VALLEY NATIONAL ADVISERS INC	3.36K	Mar 31, 26	--	0.00%
Front Row Advisors LLC	3.05K	Mar 31, 26	--	0.00%
SOA Wealth Advisors, LLC.	2.79K	Mar 31, 26	+14	0.00%
Mascoma Wealth Management LLC	2.72K	Mar 31, 26	-37	0.00%
Root Financial Partners, LLC	2.69K	Mar 31, 26	+1.15K	0.00%
PRIVATE TRUST CO NA	2.41K	Mar 31, 26	+26	0.00%
BlackRock, Inc.	2.19K	Mar 31, 26	+695	0.00%
Clearstead Advisors, LLC	2.18K	Mar 31, 26	-402	0.00%
Midwest Capital Advisors, LLC	2.15K	Mar 31, 26	-295	0.00%
Provenance Wealth Advisors, LLC	2.14K	Mar 31, 26	+1.76K	0.00%
Kilter Group LLC	2.13K	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	1.84K	Mar 31, 26	-64	0.00%
EverSource Wealth Advisors, LLC	1.74K	Mar 31, 26	+446	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1.69K	Mar 31, 26	+1.69K	0.00%
Atlantic Union Bankshares Corp	1.69K	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	1.61K	Mar 31, 26	+5	0.00%
ASSETMARK, INC	1.55K	Mar 31, 26	+351	0.00%
ROTHSCHILD INVESTMENT LLC	1.52K	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	1.51K	Mar 31, 26	+127	0.00%
CULLEN/FROST BANKERS, INC.	1.38K	Mar 31, 26	+8	0.00%
Cherry Tree Wealth Management, LLC	1.30K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	1.30K	Mar 31, 26	+1.30K	0.00%
Ancora Advisors, LLC	1.30K	Mar 31, 26	-76	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.23K	Mar 31, 26	+70	0.00%
Clearstead Trust, LLC	1.20K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	1.17K	Mar 31, 26	+3	0.00%
Capital Investment Advisory Services, LLC	1.16K	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	1.10K	Mar 31, 26	+201	0.00%
Cornerstone Planning Group LLC	1.05K	Mar 31, 26	-58	0.00%
CHAPMAN FINANCIAL GROUP, LLC	946	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	924	Mar 31, 26	+353	0.00%
HAZLETT, BURT & WATSON, INC.	901	Mar 31, 26	--	0.00%
Migdal Insurance & Financial Holdings Ltd.	850	Mar 31, 26	+850	0.00%
MATHER GROUP, LLC.	792	Mar 31, 26	+792	0.00%
AMERICAN NATIONAL BANK	789	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	781	Mar 31, 26	+781	0.00%
North Star Investment Management Corp.	708	Mar 31, 26	+293	0.00%
MAI Capital Management	701	Mar 31, 26	+547	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	655	Mar 31, 26	+630	0.00%
NBT BANK N A /NY	635	Mar 31, 26	+582	0.00%
Colonial Trust Co / SC	625	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	536	Mar 31, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	477	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	460	Mar 31, 26	-41	0.00%
Merkkuri Wealth Advisors LLC	446	Mar 31, 26	+446	0.00%
Balentine LLC	409	Mar 31, 26	--	0.00%
Murphy & Mullick Capital Management Corp	383	Mar 31, 26	+1	0.00%
Rossby Financial, LCC	356	Mar 31, 26	+248	0.00%
Corsicana & Co.	346	Mar 31, 26	--	0.00%
BARD ASSOCIATES INC	300	Mar 31, 26	--	0.00%
UMB Bank, n.a.	300	Mar 31, 26	-295	0.00%
AlphaCore Capital LLC	282	Mar 31, 26	+10	0.00%
JNBA Financial Advisors	221	Mar 31, 26	+1	0.00%
ORG Wealth Partners, LLC	205	Mar 31, 26	+205	0.00%
CITIGROUP INC	193	Mar 31, 26	+53	0.00%
Financial Gravity Asset Management, Inc.	181	Mar 31, 26	--	0.00%
Keystone Financial Group, Inc.	169	Mar 31, 26	+1	0.00%
AdvisorNet Financial, Inc	155	Mar 31, 26	-11	0.00%
AMERIFLEX GROUP, INC.	141	Mar 31, 26	+1	0.00%
N.E.W. Advisory Services LLC	140	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	131	Mar 31, 26	-30	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	111	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	100	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	97	Mar 31, 26	-80	0.00%
JDM Financial Group LLC	86	Mar 31, 26	+1	0.00%
Nemes Rush Group LLC	78	Mar 31, 26	-47	0.00%
Stone House Investment Management, LLC	70	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	70	Mar 31, 26	--	0.00%
Key FInancial Inc	69	Mar 31, 26	--	0.00%
High Note Wealth, LLC	51	Mar 31, 26	+51	0.00%
BNP PARIBAS ARBITRAGE, SNC	49	Mar 31, 26	+40	0.00%
Financial Freedom, LLC	46	Mar 31, 26	--	0.00%
TSFG, LLC	46	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	43	Mar 31, 26	+43	0.00%
Dunhill Financial, LLC	38	Mar 31, 26	--	0.00%
Darwin Wealth Management, LLC	37	Mar 31, 26	-28	0.00%
Pinnacle Wealth Planning Services, Inc.	26	Mar 31, 26	--	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	24	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	22	Mar 31, 26	+22	0.00%
ALERUS FINANCIAL NA	16	Mar 31, 26	--	0.00%
DUNCKER STREETT & CO INC	13	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	13	Mar 31, 26	--	0.00%
Caitlin John, LLC	13	Mar 31, 26	--	0.00%
Imprint Wealth LLC	12	Mar 31, 26	--	0.00%
Allspring Global Investments Holdings, LLC	8	Mar 31, 26	+8	0.00%
Marshall & Sterling Wealth Advisors Inc.	2	Mar 31, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	--	Mar 31, 26	-1.00K	--
Integrated Advisors Network LLC	--	Mar 31, 26	-7.05K	--
Bank of New York Mellon Corp	--	Mar 31, 26	-21.23K	--
Eaton Financial Holdings Company, LLC	--	Mar 31, 26	-27.42K	--
Glassman Wealth Services	--	Mar 31, 26	-587	--
MASECO LLP	--	Mar 31, 26	-29	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-246	--
Bernard Wealth Management Corp.	--	Mar 31, 26	-3	--
Pacific Center for Financial Services	--	Mar 31, 26	-293	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-50	--
JT Stratford LLC	--	Mar 31, 26	-17.83K	--
CONSOLIDATED CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-30.07K	--
eCIO, Inc.	--	Mar 31, 26	-155	--
LGT Financial Advisors LLC	--	Mar 31, 26	-1	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-64	--
Ramirez Asset Management, Inc.	--	Mar 31, 26	-1.00K	--
Larson Financial Group LLC	--	Mar 31, 26	-10	--
SJS Investment Consulting Inc.	--	Mar 31, 26	-19	--
Invst, LLC	--	Mar 31, 26	-4.68K	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-9	--
Triad Wealth Partners, LLC	--	Mar 31, 26	-9.84K	--
HOWE & RUSLING INC	--	Mar 31, 26	-17	--
WHITTIER TRUST CO OF NEVADA INC	--	Mar 31, 26	-431	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-130	--
WealthCollab, LLC	--	Mar 31, 26	-25	--
Bank Julius Baer & Co. Ltd, Zurich	--	Mar 31, 26	-10.00K	--
WEALTH MANAGEMENT RESOURCES, INC.	--	Mar 31, 26	-4.27K	--
BESSEMER GROUP INC	--	Mar 31, 26	-283	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-130	--
TWO SIGMA INVESTMENTS, LP	--	Mar 31, 26	-8.90K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-22.68K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-24.99K	--
COMERICA BANK	18.45K	Dec 31, 25	-5.75K	0.02%
Global Retirement Partners, LLC	5.70K	Dec 31, 25	+171	0.01%
Northwest Capital Management Inc	2.81K	Dec 31, 25	-9.57K	0.00%
TUCKER ASSET MANAGEMENT LLC	1.30K	Dec 31, 25	-44	0.00%
SageView Advisory Group, LLC	57	Dec 31, 25	+57	0.00%
McCarthy & Cox	--	Dec 31, 25	-4.47K	--
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-23	--
Touchstone Capital, Inc.	334.78K	Sep 30, 25	+334.78K	0.45%
GRIES FINANCIAL LLC	10.41K	Sep 30, 25	--	0.01%
Congress Wealth Management LLC / DE /	150.99K	Jun 30, 25	+136.26K	0.20%
Elios Financial Group Inc.	129.18K	Jun 30, 25	-4.96K	0.17%
AVANTAX ADVISORY SERVICES, INC.	39.80K	Jun 30, 25	+16.19K	0.05%
Atria Wealth Solutions, Inc.	35.96K	Jun 30, 25	+2.86K	0.05%
Graypoint LLC	19.57K	Jun 30, 25	--	0.03%
SUMMIT INVESTMENT ADVISORS, INC.	6.50K	Jun 30, 25	+25	0.01%
First Horizon Advisors, Inc.	4.33K	Jun 30, 25	--	0.01%
Centricity Wealth Management, LLC	909	Jun 30, 25	--	0.00%
Financial Gravity Companies, Inc.	715	Jun 30, 25	+715	0.00%
Capital A Wealth Management, LLC	133	Jun 30, 25	+85	0.00%
Semmax Financial Advisors Inc.	1	Jun 30, 25	-1	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1	Jun 30, 25	+1	0.00%
Orion Portfolio Solutions, LLC	50.56K	Mar 31, 25	--	0.07%
Proquility Private Wealth Partners, LLC	30.78K	Mar 31, 25	+12.00K	0.04%
Lane & Associates LLC	6.53K	Mar 31, 25	-14.14K	0.01%
Sandy Spring Bank	1.69K	Mar 31, 25	--	0.00%
CAROLINAS WEALTH CONSULTING LLC	290	Mar 31, 25	--	0.00%
Spectrum Wealth Counsel, LLC	--	Mar 31, 25	-41.72K	--
Maxwell Wealth Strategies Inc.	14.46K	Dec 31, 24	+550	0.02%
Anchor Pointe Wealth Management, LLC	5.03K	Dec 31, 24	+5.03K	0.01%
WR Wealth Planners, LLC	1.49K	Dec 31, 24	-1.77K	0.00%
CRITERION CAPITAL ADVISORS, LLC	803	Dec 31, 24	--	0.00%
Zions Bancorporation, N.A.	778	Dec 31, 24	--	0.00%
WINTRUST INVESTMENTS LLC	683	Dec 31, 24	-9.39K	0.00%
Householder Group Estate & Retirement Specialist, LLC	200	Dec 31, 24	-107	0.00%
Sugarloaf Wealth Management, LLC	157	Dec 31, 24	-4	0.00%
Raymond James Financial Services Advisors, Inc.	233.65K	Sep 30, 24	+14.96K	0.31%
Alera Investment Advisors, LLC	118.27K	Sep 30, 24	+2.00K	0.16%
RAYMOND JAMES & ASSOCIATES	80.44K	Sep 30, 24	+10.59K	0.11%
TNF LLC	34.63K	Sep 30, 24	-381	0.05%
All Season Financial Advisors, Inc.	8.90K	Sep 30, 24	+8.90K	0.01%
FinTrust Capital Advisors, LLC	876	Sep 30, 24	-130	0.00%
Family Asset Management, LLC	109	Sep 30, 24	--	0.00%
Peterson Financial Group, Inc.	28	Sep 30, 24	+28	0.00%
BlackRock Inc.	880.04K	Jun 30, 24	+6.38K	1.17%
Arden Trust Co	128.65K	Jun 30, 24	-854	0.17%
BENJAMIN F. EDWARDS & COMPANY, INC.	8.69K	Jun 30, 24	+149	0.01%
JANICZEK WEALTH MANAGEMENT, LLC	122	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	50	Jun 30, 24	-664	0.00%
Cetera Advisor Networks LLC	249.05K	Mar 31, 24	-6.38K	0.33%
Cetera Advisors LLC	84.28K	Mar 31, 24	+22.39K	0.11%
Derbend Asset Management	35.95K	Mar 31, 24	+2.90K	0.05%
Atlas Private Wealth Management	--	Mar 31, 24	-18.85K	--
WEALTHSOURCE PARTNERS, LLC	149.70K	Dec 31, 23	-11.75K	0.20%
Day & Ennis, LLC	39.82K	Dec 31, 23	-1.06K	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	36.16K	Dec 31, 23	+36.16K	0.05%
DFPG INVESTMENTS, LLC	28.70K	Dec 31, 23	+1.75K	0.04%
Baystate Wealth Management LLC	23.14K	Dec 31, 23	+2.89K	0.03%
PROVENCE WEALTH MANAGEMENT GROUP	10.07K	Dec 31, 23	-1.47K	0.01%
Simplicity Solutions, LLC	8.36K	Dec 31, 23	+1.49K	0.01%
Column Capital Advisors, LLC	146.77K	Sep 30, 23	+20.80K	0.20%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	82.64K	Sep 30, 23	-11.87K	0.11%
Icon Wealth Partners, LLC	62.26K	Sep 30, 23	+1.68K	0.08%
COMERICA SECURITIES,INC.	22.35K	Sep 30, 23	+451	0.03%
Truadvice, LLC	--	Sep 30, 23	-7.91K	--
Intercontinental Wealth Advisors, LLC	27.64K	Jun 30, 23	-360	0.04%
Ten Capital Wealth Advisors, LLC	11.00K	Jun 30, 23	+3.89K	0.01%
Lumature Wealth Partners, LLC	1.49K	Jun 30, 23	+468	0.00%
TimeScale Financial, Inc.	1.46K	Jun 30, 23	+669	0.00%
BDO Wealth Advisors, LLC	100	Jun 30, 23	--	0.00%
BMS Financial Advisors, LLC	--	Jun 30, 23	-10.39K	--
PICTET ASSET MANAGEMENT SA	--	Jun 30, 23	-1.16M	--
Ahrens Investment Partners LLC	50	Mar 31, 23	+50	0.00%
Sargent Bickham Lagudis LLC	26.21K	Dec 31, 22	+26.21K	0.03%
Momentum Advisors, LLC	--	Dec 31, 22	-6.48K	--
Burleson & Company, LLC	--	Dec 31, 22	-1.03K	--
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-6	--
55I, LLC	587.69K	Sep 30, 22	-308.81K	0.78%
Spectrum Management Group, LLC	74.46K	Sep 30, 22	+29.52K	0.10%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	14.99K	Sep 30, 22	+977	0.02%
American Portfolios Advisors	6.40K	Sep 30, 22	-527	0.01%
Strategic Asset Management, LLC	3.94K	Sep 30, 22	+3.89K	0.01%
Pinnacle Private Wealth, LLC	38.23K	Jun 30, 22	-327	0.05%
HYA Advisors, Inc	32.08K	Jun 30, 22	+32.08K	0.04%
Titus Wealth Management	6.35K	Jun 30, 22	-1.58K	0.01%
Private Capital Group, LLC	189	Jun 30, 22	+189	0.00%
NEXT Financial Group, Inc	609	Dec 31, 21	+145	0.00%
PICTET ASSET MANAGEMENT LTD	293.99K	Jun 30, 21	+293.99K	0.39%
USCA RIA LLC	12.65K	Jun 30, 21	+12.65K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.44K	Dec 31, 19	-50	0.00%
Advisor Group, Inc.	185	Dec 31, 19	+185	0.00%

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Holder

Date

Change

% Held

Wellspring Financial Advisors, LLC

676.79K

Jun 30, 26

+112.79K

0.90%

Wealthcare Advisory Partners LLC

205.70K

Jun 30, 26

+24.90K

0.27%

Bouvel Investment Partners, LLC

105.49K

Jun 30, 26

+105.49K

0.14%

Eagle Strategies LLC

79.44K

Jun 30, 26

+1.80K

0.11%

FIFTH THIRD SECURITIES, INC.

74.87K

Jun 30, 26

+4.17K

0.10%

FORTE ASSET MANAGEMENT LLC

62.50K

Jun 30, 26

+23

0.08%

Forthright Family Wealth Advisory LLC

48.24K

Jun 30, 26

+19.10K

0.06%

J.W. COLE ADVISORS, INC.

45.07K

Jun 30, 26

+3.62K

0.06%

Farther Finance Advisors, LLC

45.02K

Jun 30, 26

-5.73K

0.06%

CLIENT 1ST ADVISORY GROUP, LLC

42.55K

Jun 30, 26

+3.26K

0.06%

IFP Advisors, Inc

30.75K

Jun 30, 26

+3.16K

0.04%

WARNER FINANCIAL, INC

30.40K

Jun 30, 26

+20

0.04%

HERBST GROUP, LLC

30.19K

Jun 30, 26

+8.93K

0.04%

Wealthcare Capital Partners, LLC

26.13K

Jun 30, 26

+181

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

22.19K

Jun 30, 26

+6.62K

0.03%

Merit Financial Group, LLC

18.19K

Jun 30, 26

+635

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.55K

Jun 30, 26

-463

0.02%

PARK AVENUE SECURITIES LLC

16.93K

Jun 30, 26

-315

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

16.74K

Jun 30, 26

+49

0.02%

Dynamic Advisor Solutions LLC

16.70K

Jun 30, 26

+5.53K

0.02%

Apeiron RIA LLC

16.04K

Jun 30, 26

-3.43K

0.02%

SWMG, LLC

14.95K

Jun 30, 26

+264

0.02%

Lewis Asset Management, LLC

13.05K

Jun 30, 26

+658

0.02%

Sage Capital Management, LLC

11.03K

Jun 30, 26

0.01%

CLUNE & ASSOCIATES, LTD.

10.61K

Jun 30, 26

-1.27K

0.01%

First Heartland Consultants, Inc.

10.59K

Jun 30, 26

-349

0.01%

180 WEALTH ADVISORS, LLC

10.47K

Jun 30, 26

+359

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

10.04K

Jun 30, 26

-463

0.01%

Ronald Blue Trust, Inc.

9.76K

Jun 30, 26

-37

0.01%

Y-Intercept (Hong Kong) Ltd

9.06K

Jun 30, 26

+9.06K

0.01%

Steel Peak Wealth Management LLC

8.85K

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

8.11K

Jun 30, 26

+1.33K

0.01%

Lakeshore Financial Planning, Inc.

7.33K

Jun 30, 26

+253

0.01%

Fiduciary Alliance LLC

7.23K

Jun 30, 26

+188

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

7.06K

Jun 30, 26

+836

0.01%

SHEETS SMITH WEALTH MANAGEMENT

6.85K

Jun 30, 26

0.01%

BEACON FINANCIAL GROUP

6.66K

Jun 30, 26

-5

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

6.65K

Jun 30, 26

-1.35K

0.01%

CoreCap Advisors, LLC

6.40K

Jun 30, 26

-520

0.01%

Mainstream Capital Management LLC

6.31K

Jun 30, 26

-130

0.01%

NBC SECURITIES, INC.

6.03K

Jun 30, 26

0.01%

Cypress Wealth Services, LLC

5.96K

Jun 30, 26

-1.83K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

5.59K

Jun 30, 26

-159

0.01%

Prospera Financial Services Inc

5.55K

Jun 30, 26

+1.02K

0.01%

Magnus Financial Group LLC

5.47K

Jun 30, 26

0.01%

Sharkey, Howes & Javer

5.23K

Jun 30, 26

0.01%

LaFleur & Godfrey LLC

5.22K

Jun 30, 26

+291

0.01%

Scarborough Advisors, LLC

4.90K

Jun 30, 26

-139

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

4.59K

Jun 30, 26

-1

0.01%

FIRST HORIZON CORP

4.59K

Jun 30, 26

+487

0.01%

Wealth Management Associates, Inc.

4.58K

Jun 30, 26

0.01%

Ridgeline Wealth, LLC

4.44K

Jun 30, 26

-84

0.01%

KAVAR CAPITAL PARTNERS GROUP, LLC

4.23K

Jun 30, 26

0.01%

Brookstone Capital Management

3.94K

Jun 30, 26

+20

0.01%

CATHY PARETO & ASSOCIATES, INC

3.87K

Jun 30, 26

+12

0.01%

CFS Investment Advisory Services, LLC

3.41K

Jun 30, 26

-334

0.00%

MCIA Inc

3.34K

Jun 30, 26

+30

0.00%

ARMSTRONG ADVISORY GROUP, INC

3.13K

Jun 30, 26

0.00%

Spire Wealth Management

3.04K

Jun 30, 26

-154

0.00%

SOA Wealth Advisors, LLC.

2.79K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

2.73K

Jun 30, 26

-23

0.00%

Grove Bank & Trust

2.00K

Jun 30, 26

0.00%

Activest Wealth Management

1.90K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.07K

Jun 30, 26

0.00%

Arlington Trust Co LLC

648

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

251

Jun 30, 26

+251

0.00%

Gleason Group, Inc.

179

Jun 30, 26

0.00%

Keystone Financial Group, Inc.

169

Jun 30, 26

0.00%

CX Institutional

160

Jun 30, 26

0.00%

CITY HOLDING CO

115

Jun 30, 26

0.00%

Versant Capital Management, Inc

113

Jun 30, 26

0.00%

Triumph Capital Management

113

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

-43

0.00%

WEST PACES ADVISORS INC.

Jun 30, 26

+22

0.00%

Retirement Wealth Solutions LLC

Jun 30, 26

-1

0.00%

Marshall & Sterling Wealth Advisors Inc.

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-1.25K

PFG Advisors

Jun 30, 26

-3.98K

Fortitude Financial, LLC

Jun 30, 26

-3.63K

EASTERN BANK

Jun 30, 26

-27

Opal Wealth Advisors, LLC

Jun 30, 26

-1.43K

FIRST COMMUNITY TRUST NA

Jun 30, 26

-37

BANK OF AMERICA CORP /DE/

9.74M

Mar 31, 26

-355.71K

12.95%

MORGAN STANLEY

2.31M

Mar 31, 26

+278.29K

3.07%

Wharton Business Group, LLC

1.72M

Mar 31, 26

+8.13K

2.29%

LPL Financial LLC

1.23M

Mar 31, 26

+85.29K

1.64%

Cetera Investment Advisers

1.08M

Mar 31, 26

+371.04K

1.43%

Mariner, LLC

1.06M

Mar 31, 26

+31.30K

1.41%

RAYMOND JAMES FINANCIAL INC

833.99K

Mar 31, 26

+39.77K

1.11%

HSBC HOLDINGS PLC

758.52K

Mar 31, 26

+4.62K

1.01%

WELLS FARGO & COMPANY/MN

609.00K

Mar 31, 26

+203.12K

0.81%

Wellspring Financial Advisors, LLC

564.00K

Mar 31, 26

+551.03K

0.75%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

497.75K

Mar 31, 26

+14.11K

0.66%

Creative Planning

434.02K

Mar 31, 26

-3.78K

0.58%

ADVISOR GROUP HOLDINGS, INC.

410.44K

Mar 31, 26

-70.89K

0.55%

JONES FINANCIAL COMPANIES LLLP

405.62K

Mar 31, 26

+233.94K

0.54%

AMERIPRISE FINANCIAL INC

403.88K

Mar 31, 26

+61.06K

0.54%

PNC FINANCIAL SERVICES GROUP, INC.

391.66K

Mar 31, 26

+20.82K

0.52%

CAPTRUST FINANCIAL ADVISORS

374.16K

Mar 31, 26

-9.78K

0.50%

RMB Capital Management, LLC

367.31K

Mar 31, 26

+2.78K

0.49%

VAN ECK ASSOCIATES CORP

365.43K

Mar 31, 26

+255.35K

0.49%

UBS Group AG

354.40K

Mar 31, 26

+25.70K

0.47%

Atomi Financial Group, Inc.

331.81K

Mar 31, 26

-5.75K

0.44%

ENVESTNET ASSET MANAGEMENT INC

312.61K

Mar 31, 26

+31.71K

0.42%

EVERGREEN CAPITAL MANAGEMENT LLC

306.74K

Mar 31, 26

+8.80K

0.41%

COMMONWEALTH EQUITY SERVICES, LLC

304.44K

Mar 31, 26

-21.99K

0.40%

MML INVESTORS SERVICES, LLC

222.32K

Mar 31, 26

-4.07K

0.30%

Brio Consultants, LLC

186.34K

Mar 31, 26

-1.95K

0.25%

Laurel Wealth Planning LLC

184.42K

Mar 31, 26

-7.44K

0.25%

HighTower Advisors, LLC

182.91K

Mar 31, 26

+26.85K

0.24%

THRIVENT FINANCIAL FOR LUTHERANS

169.96K

Mar 31, 26

+49.78K

0.23%

SUMITOMO LIFE INSURANCE CO

166.10K

Mar 31, 26

-30.60K

0.22%

STIFEL FINANCIAL CORP

150.45K

Mar 31, 26

+5.37K

0.20%

Kovitz Investment Group Partners, LLC

135.85K

Mar 31, 26

+135.85K

0.18%

Haven Private, LLC

131.32K

Mar 31, 26

+1.68K

0.17%

Cambridge Investment Research Advisors, Inc.

119.11K

Mar 31, 26

+3.03K

0.16%

JPMORGAN CHASE & CO

108.88K

Mar 31, 26

-3.10K

0.14%

ROYAL BANK OF CANADA

104.20K

Mar 31, 26

-34.65K

0.14%

PRINCIPAL SECURITIES, INC.

88.97K

Mar 31, 26

-6.50K

0.12%

Consilium Wealth Advisory, LLC

83.66K

Mar 31, 26

+7.36K

0.11%

NATIXIS ADVISORS, L.P.

75.23K

Mar 31, 26

+40.12K

0.10%

Kestra Advisory Services, LLC

70.30K

Mar 31, 26

+16.65K

0.09%

HOGE FINANCIAL SERVICES, LLC

65.88K

Mar 31, 26

+12.20K

0.09%

Silver Coast Investments LLC

62.66K

Mar 31, 26

-1.31K

0.08%

FORTE ASSET MANAGEMENT LLC

62.48K

Mar 31, 26

+24.27K

0.08%

Integrated Wealth Concepts LLC

59.84K

Mar 31, 26

+1.39K

0.08%

BLAIR WILLIAM & CO/IL

59.32K

Mar 31, 26

+52.62K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

54.21K

Mar 31, 26

-10.46K

0.07%

PATTON ALBERTSON MILLER GROUP, LLC

51.72K

Mar 31, 26

-1.24K

0.07%

Dorsey & Whitney Trust CO LLC

51.16K

Mar 31, 26

+51.16K

0.07%

Western Wealth Management, LLC

50.37K

Mar 31, 26

+23.08K

0.07%

CWM, LLC

46.23K

Mar 31, 26

-2.57K

0.06%

U.S. Capital Wealth Advisors, LLC

45.13K

Mar 31, 26

-1.20K

0.06%

Janney Montgomery Scott LLC

42.83K

Mar 31, 26

-4.73K

0.06%

J.W. COLE ADVISORS, INC.

41.45K

Mar 31, 26

+1.69K

0.06%

BG Investment Services, Inc.

40.33K

Mar 31, 26

-528

0.05%

MONEY CONCEPTS CAPITAL CORP

39.34K

Mar 31, 26

-848

0.05%

STRATEGY ASSET MANAGERS LLC

37.16K

Mar 31, 26

+731

0.05%

SILVERLAKE WEALTH MANAGEMENT LLC

37.05K

Mar 31, 26

-1.98K

0.05%

CITIZENS FINANCIAL GROUP INC/RI

36.48K

Mar 31, 26

+28.57K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.33K

Mar 31, 26

+36.33K

0.05%

Equitable Holdings, Inc.

35.92K

Mar 31, 26

-6.68K

0.05%

Urban Wealth Management, LLC

35.79K

Mar 31, 26

-4.04K

0.05%

IHT Wealth Management, LLC

35.15K

Mar 31, 26

+7.38K

0.05%

ARRIEN INVESTMENTS, INC.

32.87K

Mar 31, 26

-1.65K

0.04%

Financial Partners Group, Inc

32.77K

Mar 31, 26

-149

0.04%

Rockefeller Capital Management L.P.

32.48K

Mar 31, 26

+1.95K

0.04%

SIMON QUICK ADVISORS, LLC

31.36K

Mar 31, 26

-1.06K

0.04%

Avidian Wealth Solutions, LLC

30.49K

Mar 31, 26

-1.60K

0.04%

Hibernia Wealth Partners, LLC

30.44K

Mar 31, 26

+18.58K

0.04%

Cerity Partners LLC

30.29K

Mar 31, 26

+3.18K

0.04%

SRS Capital Advisors, Inc.

29.73K

Mar 31, 26

+28.20K

0.04%

Sunbelt Securities, Inc.

27.46K

Mar 31, 26

+5.06K

0.04%

Private Advisor Group, LLC

26.87K

Mar 31, 26

-238

0.04%

Arkadios Wealth Advisors

26.68K

Mar 31, 26

+20.90K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

26.27K

Mar 31, 26

+26.27K

0.03%

Stratos Wealth Partners, LTD.

25.98K

Mar 31, 26

-26.37K

0.03%

CI Private Wealth, LLC

25.59K

Mar 31, 26

+2.04K

0.03%

Sanctuary Advisors, LLC

25.26K

Mar 31, 26

-6.67K

0.03%

FMR LLC

24.61K

Mar 31, 26

+7.82K

0.03%

LIBERTY WEALTH MANAGEMENT LLC

24.38K

Mar 31, 26

-1.40K

0.03%

Independent Advisor Alliance

23.83K

Mar 31, 26

+23.83K

0.03%

FIFTH THIRD BANCORP

23.55K

Mar 31, 26

+23.30K

0.03%

Concurrent Investment Advisors, LLC

22.60K

Mar 31, 26

+341

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

22.57K

Mar 31, 26

+4.79K

0.03%

CreativeOne Wealth, LLC

21.96K

Mar 31, 26

+555

0.03%

Alpha Financial Partners, LLC

21.81K

Mar 31, 26

-15.06K

0.03%

Cascade Financial Partners, LLC

21.56K

Mar 31, 26

+5.40K

0.03%

Colony Group, LLC

21.51K

Mar 31, 26

-2.02K

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

21.14K

Mar 31, 26

+720

0.03%

Yakira Capital Management, Inc.

20.54K

Mar 31, 26

+20.54K

0.03%

Sovran Advisors, LLC

20.54K

Mar 31, 26

+3.87K

0.03%

Resources Investment Advisors, LLC.

20.10K

Mar 31, 26

-40

0.03%

Banque Cantonale Vaudoise

19.90K

Mar 31, 26

+19.90K

0.03%

NewEdge Advisors, LLC

19.88K

Mar 31, 26

-1.93K

0.03%

GOLDMAN SACHS GROUP INC

19.75K

Mar 31, 26

-5.48K

0.03%

Kovack Advisors, Inc.

19.17K

Mar 31, 26

-197

0.03%

Elm3 Financial Group, LLC

18.18K

Mar 31, 26

+903

0.02%

Sound Financial Strategies Group, LLC

17.73K

Mar 31, 26

-7.18K

0.02%

Visionary Wealth Advisors

17.27K

Mar 31, 26

+1.53K

0.02%

PARK AVENUE SECURITIES LLC

17.25K

Mar 31, 26

-110

0.02%

SCOTIA CAPITAL INC.

16.81K

Mar 31, 26

+3.10K

0.02%

Comprehensive Money Management Services LLC

16.78K

Mar 31, 26

0.02%

SAGESPRING WEALTH PARTNERS, LLC

16.59K

Mar 31, 26

0.02%

Copia Wealth Management

16.20K

Mar 31, 26

-8.68K

0.02%

NATIONAL BANK OF CANADA /FI/

15.90K

Mar 31, 26

0.02%

Maia Wealth LLC

15.70K

Mar 31, 26

-573

0.02%

NWF Advisory Services Inc.

15.46K

Mar 31, 26

-683

0.02%

TRUIST FINANCIAL CORP

15.45K

Mar 31, 26

-403

0.02%

Qube Research & Technologies Ltd

15.36K

Mar 31, 26

+1.68K

0.02%

Insight Wealth Partners, LLC

15.23K

Mar 31, 26

+531

0.02%

Werba Rubin Papier Wealth Management

15.03K

Mar 31, 26

-405

0.02%

Chicago Partners Investment Group LLC

13.73K

Mar 31, 26

+2.37K

0.02%

KICKSTAND VENTURES, LLC.

13.65K

Mar 31, 26

+48

0.02%

Financial Perspectives, Inc

13.63K

Mar 31, 26

0.02%

Moss Adams Wealth Advisors LLC

13.25K

Mar 31, 26

0.02%

KPP Advisory Services LLC

12.58K

Mar 31, 26

-3.13K

0.02%

Lewis Asset Management, LLC

12.39K

Mar 31, 26

+8.58K

0.02%

Balboa Wealth Partners

12.15K

Mar 31, 26

+2.20K

0.02%

Creekside Partners

12.14K

Mar 31, 26

+11

0.02%

Clifford Group, LLC

12.13K

Mar 31, 26

+403

0.02%

SAXON INTERESTS, INC.

11.90K

Mar 31, 26

+11.90K

0.02%

HARBOUR INVESTMENTS, INC.

11.71K

Mar 31, 26

-667

0.02%

Apollon Wealth Management, LLC

11.68K

Mar 31, 26

-22

0.02%

Riverbend Wealth Management, LLC

11.53K

Mar 31, 26

+227

0.02%

Waverly Advisors, LLC

11.49K

Mar 31, 26

-142

0.02%

JANE STREET GROUP, LLC

11.31K

Mar 31, 26

+11.31K

0.02%

Pines Wealth Management, LLC

11.14K

Mar 31, 26

+1.25K

0.01%

Sage Capital Management, LLC

11.02K

Mar 31, 26

+14

0.01%

CENTRAL TRUST Co

10.56K

Mar 31, 26

0.01%

Allen Capital Group, LLC

10.56K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

10.37K

Mar 31, 26

-27.86K

0.01%

BANK OF MONTREAL /CAN/

10.31K

Mar 31, 26

-236

0.01%

Keebeck Wealth Management, LLC

10.29K

Mar 31, 26

-1.04K

0.01%

VestGen Advisors, LLC

10.21K

Mar 31, 26

-236

0.01%

TCI Wealth Advisors, Inc.

10.15K

Mar 31, 26

0.01%

TPG Advisors LLC

9.92K

Mar 31, 26

+9.92K

0.01%

AE Wealth Management LLC

9.87K

Mar 31, 26

+1.78K

0.01%

Evolution Wealth Advisors, LLC

9.77K

Mar 31, 26

+3.55K

0.01%

Ashton Thomas Private Wealth, LLC

9.28K

Mar 31, 26

-1.13K

0.01%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

9.12K

Mar 31, 26

-4.92K

0.01%

US BANCORP \DE\

9.08K

Mar 31, 26

+238

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

9.05K

Mar 31, 26

-7.87K

0.01%

Gotham Asset Management, LLC

8.99K

Mar 31, 26

+222

0.01%

CHOREO, LLC

8.98K

Mar 31, 26

-209

0.01%

ROMAN BUTLER FULLERTON & CO

8.69K

Mar 31, 26

+2.56K

0.01%

MGO ONE SEVEN LLC

8.66K

Mar 31, 26

+778

0.01%

Summit Financial, LLC

8.62K

Mar 31, 26

+4.15K

0.01%

NewEdge Wealth, LLC

8.44K

Mar 31, 26

-148

0.01%

HB Wealth Management, LLC

8.35K

Mar 31, 26

+38

0.01%

PKS Advisory Services, LLC

8.33K

Mar 31, 26

+8.33K

0.01%

Strategic Financial Partners, Ltd.

8.21K

Mar 31, 26

-3.82K

0.01%

MARINO, STRAM & ASSOCIATES LLC

8.13K

Mar 31, 26

+16

0.01%

Kingsview Wealth Management, LLC

8.13K

Mar 31, 26

+447

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

7.99K

Mar 31, 26

-1.12K

0.01%

Keystone Wealth Services, LLC

7.96K

Mar 31, 26

+173

0.01%

Icon Wealth Advisors, LLC

7.92K

Mar 31, 26

-83

0.01%

Mutual Advisors, LLC

7.83K

Mar 31, 26

-1.59K

0.01%

Evergreen Wealth Solutions, LLC

7.77K

Mar 31, 26

+2.90K

0.01%

LIBERTY SQUARE WEALTH PARTNERS LLC

7.69K

Mar 31, 26

+50

0.01%

Sage Mountain Advisors LLC

7.68K

Mar 31, 26

0.01%

Sigma Planning Corp

7.55K

Mar 31, 26

-1.95K

0.01%

CENTAURUS FINANCIAL, INC.

7.49K

Mar 31, 26

-572

0.01%

Federation des caisses Desjardins du Quebec

7.17K

Mar 31, 26

+142

0.01%

BIP Wealth, LLC

7.05K

Mar 31, 26

0.01%

Moors & Cabot, Inc.

6.93K

Mar 31, 26

-390

0.01%

Allworth Financial LP

6.85K

Mar 31, 26

-24

0.01%

Mosley Wealth Management

6.69K

Mar 31, 26

+13

0.01%

TSA Wealth Managment LLC

6.59K

Mar 31, 26

-616

0.01%

Capstone Financial Advisors, Inc.

6.58K

Mar 31, 26

+32

0.01%

Proactive Wealth Strategies LLC

6.54K

Mar 31, 26

+1.61K

0.01%

IEQ CAPITAL, LLC

6.50K

Mar 31, 26

+378

0.01%

Columbus Macro, LLC

6.47K

Mar 31, 26

+6.47K

0.01%

Quadrant Private Wealth Management, LLC

6.42K

Mar 31, 26

-18

0.01%

Essex Financial Services, Inc.

6.40K

Mar 31, 26

+18

0.01%

One Wealth Advisors, LLC

6.28K

Mar 31, 26

-96

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

6.20K

Mar 31, 26

+2.99K

0.01%

Concorde Asset Management, LLC

6.17K

Mar 31, 26

-356

0.01%

Horst & Graben Wealth Management LLC

6.08K

Mar 31, 26

-190

0.01%

Hilltop Holdings Inc.

6.00K

Mar 31, 26

-2.37K

0.01%

RITHOLTZ WEALTH MANAGEMENT

5.96K

Mar 31, 26

+5.96K

0.01%

Robertson Stephens Wealth Management, LLC

5.91K

Mar 31, 26

-4.00K

0.01%

AQR CAPITAL MANAGEMENT LLC

5.86K

Mar 31, 26

+728

0.01%

Buckingham Strategic Partners

5.77K

Mar 31, 26

+5.77K

0.01%

NORTHERN TRUST CORP

5.74K

Mar 31, 26

-4.98K

0.01%

Tower Research Capital LLC (TRC)

5.55K

Mar 31, 26

+4.03K

0.01%

Sovereign Financial Group, Inc.

5.51K

Mar 31, 26

-126

0.01%

Beacon Pointe Advisors, LLC

5.21K

Mar 31, 26

+781

0.01%

Scarborough Advisors, LLC

5.04K

Mar 31, 26

+56

0.01%

PRELUDE CAPITAL MANAGEMENT, LLC

5.00K

Mar 31, 26

+5.00K

0.01%

Marks Group Wealth Management, Inc

4.92K

Mar 31, 26

0.01%

Quantinno Capital Management LP

4.79K

Mar 31, 26

+708

0.01%

JOURNEY STRATEGIC WEALTH LLC

4.71K

Mar 31, 26

-242

0.01%

West Wealth Group, LLC

4.69K

Mar 31, 26

-200

0.01%

Parallel Advisors, LLC

4.53K

Mar 31, 26

+1.46K

0.01%

Apollon Financial, LLC

4.46K

Mar 31, 26

0.01%

Yukon Wealth Management, Inc.

4.41K

Mar 31, 26

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

4.40K

Mar 31, 26

+87

0.01%

OPPENHEIMER & CO INC

4.33K

Mar 31, 26

+4.33K

0.01%

Atria Investments, Inc

4.30K

Mar 31, 26

+360

0.01%

Cladis Investment Advisory, LLC

4.30K

Mar 31, 26

0.01%

Perigon Wealth Management, LLC

4.24K

Mar 31, 26

-146

0.01%

KAVAR CAPITAL PARTNERS GROUP, LLC

4.23K

Mar 31, 26

+4.23K

0.01%

RENAISSANCE TECHNOLOGIES LLC

4.20K

Mar 31, 26

+4.20K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.11K

Mar 31, 26

-618

0.01%

FIRST HORIZON CORP

4.10K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

4.08K

Mar 31, 26

+4.08K

0.01%

Firestone Capital Management

4.06K

Mar 31, 26

0.01%

Aptus Capital Advisors, LLC

4.03K

Mar 31, 26

+1.40K

0.01%

J. Safra Sarasin Holding AG

3.85K

Mar 31, 26

+3.85K

0.01%

United Advisor Group, LLC

3.71K

Mar 31, 26

+3.71K

0.00%

D.A. DAVIDSON & CO.

3.70K

Mar 31, 26

+3.70K

0.00%

Vawter Financial, Ltd.

3.67K

Mar 31, 26

+3.67K

0.00%

WealthPlan Investment Management, LLC

3.61K

Mar 31, 26

+3.61K

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

3.60K

Mar 31, 26

-1.12K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

3.46K

Mar 31, 26

+3.42K

0.00%

VALLEY NATIONAL ADVISERS INC

3.36K

Mar 31, 26

0.00%

Front Row Advisors LLC

3.05K

Mar 31, 26

0.00%

SOA Wealth Advisors, LLC.

2.79K

Mar 31, 26

+14

0.00%

Mascoma Wealth Management LLC

2.72K

Mar 31, 26

-37

0.00%

Root Financial Partners, LLC

2.69K

Mar 31, 26

+1.15K

0.00%

PRIVATE TRUST CO NA

2.41K

Mar 31, 26

+26

0.00%

BlackRock, Inc.

2.19K

Mar 31, 26

+695

0.00%

Clearstead Advisors, LLC

2.18K

Mar 31, 26

-402

0.00%

Midwest Capital Advisors, LLC

2.15K

Mar 31, 26

-295

0.00%

Provenance Wealth Advisors, LLC

2.14K

Mar 31, 26

+1.76K

0.00%

Kilter Group LLC

2.13K

Mar 31, 26

0.00%

WealthShield Partners, LLC

1.84K

Mar 31, 26

-64

0.00%

EverSource Wealth Advisors, LLC

1.74K

Mar 31, 26

+446

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

1.69K

Mar 31, 26

+1.69K

0.00%

Atlantic Union Bankshares Corp

1.69K

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

1.61K

Mar 31, 26

0.00%

ASSETMARK, INC

1.55K

Mar 31, 26

+351

0.00%

ROTHSCHILD INVESTMENT LLC

1.52K

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

1.51K

Mar 31, 26

+127

0.00%

CULLEN/FROST BANKERS, INC.

1.38K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

1.30K

Mar 31, 26

0.00%

Advisory Services Network, LLC

1.30K

Mar 31, 26

+1.30K

0.00%

Ancora Advisors, LLC

1.30K

Mar 31, 26

-76

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.23K

Mar 31, 26

+70

0.00%

Clearstead Trust, LLC

1.20K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

1.17K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

1.16K

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

1.10K

Mar 31, 26

+201

0.00%

Cornerstone Planning Group LLC

1.05K

Mar 31, 26

-58

0.00%

CHAPMAN FINANCIAL GROUP, LLC

946

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

924

Mar 31, 26

+353

0.00%

HAZLETT, BURT & WATSON, INC.

901

Mar 31, 26

0.00%

Migdal Insurance & Financial Holdings Ltd.

850

Mar 31, 26

+850

0.00%

MATHER GROUP, LLC.

792

Mar 31, 26

+792

0.00%

AMERICAN NATIONAL BANK

789

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

781

Mar 31, 26

+781

0.00%

North Star Investment Management Corp.

708

Mar 31, 26

+293

0.00%

MAI Capital Management

701

Mar 31, 26

+547

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

655

Mar 31, 26

+630

0.00%

NBT BANK N A /NY

635

Mar 31, 26

+582

0.00%

Colonial Trust Co / SC

625

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

536

Mar 31, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

477

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

460

Mar 31, 26

-41

0.00%

Merkkuri Wealth Advisors LLC

446

Mar 31, 26

+446

0.00%

Balentine LLC

409

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

383

Mar 31, 26

0.00%

Rossby Financial, LCC

356

Mar 31, 26

+248

0.00%

Corsicana & Co.

346

Mar 31, 26

0.00%

BARD ASSOCIATES INC

300

Mar 31, 26

0.00%

UMB Bank, n.a.

300

Mar 31, 26

-295

0.00%

AlphaCore Capital LLC

282

Mar 31, 26

+10

0.00%

JNBA Financial Advisors

221

Mar 31, 26

0.00%

ORG Wealth Partners, LLC

205

Mar 31, 26

+205

0.00%

CITIGROUP INC

193

Mar 31, 26

+53

0.00%

Financial Gravity Asset Management, Inc.

181

Mar 31, 26

0.00%

Keystone Financial Group, Inc.

169

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

155

Mar 31, 26

-11

0.00%

AMERIFLEX GROUP, INC.

141

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

140

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

131

Mar 31, 26

-30

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

111

Mar 31, 26

0.00%

Anchor Investment Management, LLC

100

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

-80

0.00%

JDM Financial Group LLC

Mar 31, 26

0.00%

Nemes Rush Group LLC

Mar 31, 26

-47

0.00%

Stone House Investment Management, LLC

Mar 31, 26

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

High Note Wealth, LLC

Mar 31, 26

+51

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+40

0.00%

Financial Freedom, LLC

Mar 31, 26

0.00%

TSFG, LLC

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

Mar 31, 26

+43

0.00%

Dunhill Financial, LLC

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

-28

0.00%

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

+22

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

Mar 31, 26

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Imprint Wealth LLC

Mar 31, 26

0.00%

Allspring Global Investments Holdings, LLC

Mar 31, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

Mar 31, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

Mar 31, 26

-1.00K

Integrated Advisors Network LLC

Mar 31, 26

-7.05K

Bank of New York Mellon Corp

Mar 31, 26

-21.23K

Eaton Financial Holdings Company, LLC

Mar 31, 26

-27.42K

Glassman Wealth Services

Mar 31, 26

-587

MASECO LLP

Mar 31, 26

-29

OPTIMA CAPITAL LLC

Mar 31, 26

-246

Bernard Wealth Management Corp.

Mar 31, 26

-3

Pacific Center for Financial Services

Mar 31, 26

-293

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-50

JT Stratford LLC

Mar 31, 26

-17.83K

CONSOLIDATED CAPITAL MANAGEMENT, LLC

Mar 31, 26

-30.07K

eCIO, Inc.

Mar 31, 26

-155

LGT Financial Advisors LLC

Mar 31, 26

-1

Cape Investment Advisory, Inc.

Mar 31, 26

-64

Ramirez Asset Management, Inc.

Mar 31, 26

-1.00K

Larson Financial Group LLC

Mar 31, 26

-10

SJS Investment Consulting Inc.

Mar 31, 26

-19

Invst, LLC

Mar 31, 26

-4.68K

Commonwealth Retirement Investments LLC

Mar 31, 26

-9

Triad Wealth Partners, LLC

Mar 31, 26

-9.84K

HOWE & RUSLING INC

Mar 31, 26

-17

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

-431

Plante Moran Financial Advisors, LLC

Mar 31, 26

-130

WealthCollab, LLC

Mar 31, 26

-25

Bank Julius Baer & Co. Ltd, Zurich

Mar 31, 26

-10.00K

WEALTH MANAGEMENT RESOURCES, INC.

Mar 31, 26

-4.27K

BESSEMER GROUP INC

Mar 31, 26

-283

SIMPLEX TRADING, LLC

Mar 31, 26

-130

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-8.90K

Brinker Capital Investments, LLC

Mar 31, 26

-22.68K

Diversify Advisory Services, LLC

Mar 31, 26

-24.99K

COMERICA BANK

18.45K

Dec 31, 25

-5.75K

0.02%

Global Retirement Partners, LLC

5.70K

Dec 31, 25

+171

0.01%

Northwest Capital Management Inc

2.81K

Dec 31, 25

-9.57K

0.00%

TUCKER ASSET MANAGEMENT LLC

1.30K

Dec 31, 25

-44

0.00%

SageView Advisory Group, LLC

Dec 31, 25

+57

0.00%

McCarthy & Cox

Dec 31, 25

-4.47K

CIBC Private Wealth Group, LLC

Dec 31, 25

-23

Touchstone Capital, Inc.

334.78K

Sep 30, 25

+334.78K

0.45%

GRIES FINANCIAL LLC

10.41K

Sep 30, 25

0.01%

Congress Wealth Management LLC / DE /

150.99K

Jun 30, 25

+136.26K

0.20%

Elios Financial Group Inc.

129.18K

Jun 30, 25

-4.96K

0.17%

AVANTAX ADVISORY SERVICES, INC.

39.80K

Jun 30, 25

+16.19K

0.05%

Atria Wealth Solutions, Inc.

35.96K

Jun 30, 25

+2.86K

0.05%

Graypoint LLC

19.57K

Jun 30, 25

0.03%

SUMMIT INVESTMENT ADVISORS, INC.

6.50K

Jun 30, 25

+25

0.01%

First Horizon Advisors, Inc.

4.33K

Jun 30, 25

0.01%

Centricity Wealth Management, LLC

909

Jun 30, 25

0.00%

Financial Gravity Companies, Inc.

715

Jun 30, 25

+715

0.00%

Capital A Wealth Management, LLC

133

Jun 30, 25

+85

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

-1

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

50.56K

Mar 31, 25

0.07%

Proquility Private Wealth Partners, LLC

30.78K

Mar 31, 25

+12.00K

0.04%

Lane & Associates LLC

6.53K

Mar 31, 25

-14.14K

0.01%

Sandy Spring Bank

1.69K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

290

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

-41.72K

Maxwell Wealth Strategies Inc.

14.46K

Dec 31, 24

+550

0.02%

Anchor Pointe Wealth Management, LLC

5.03K

Dec 31, 24

+5.03K

0.01%

WR Wealth Planners, LLC

1.49K

Dec 31, 24

-1.77K

0.00%

CRITERION CAPITAL ADVISORS, LLC

803

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

778

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

683

Dec 31, 24

-9.39K

0.00%

Householder Group Estate & Retirement Specialist, LLC

200

Dec 31, 24

-107

0.00%

Sugarloaf Wealth Management, LLC

157

Dec 31, 24

-4

0.00%

Raymond James Financial Services Advisors, Inc.

233.65K

Sep 30, 24

+14.96K

0.31%

Alera Investment Advisors, LLC

118.27K

Sep 30, 24

+2.00K

0.16%

RAYMOND JAMES & ASSOCIATES

80.44K

Sep 30, 24

+10.59K

0.11%

TNF LLC

34.63K

Sep 30, 24

-381

0.05%

All Season Financial Advisors, Inc.

8.90K

Sep 30, 24

+8.90K

0.01%

FinTrust Capital Advisors, LLC

876

Sep 30, 24

-130

0.00%

Family Asset Management, LLC

109

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+28

0.00%

BlackRock Inc.

880.04K

Jun 30, 24

+6.38K

1.17%

Arden Trust Co

128.65K

Jun 30, 24

-854

0.17%

BENJAMIN F. EDWARDS & COMPANY, INC.

8.69K

Jun 30, 24

+149

0.01%

JANICZEK WEALTH MANAGEMENT, LLC

122

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-664

0.00%

Cetera Advisor Networks LLC

249.05K

Mar 31, 24

-6.38K

0.33%

Cetera Advisors LLC

84.28K

Mar 31, 24

+22.39K

0.11%

Derbend Asset Management

35.95K

Mar 31, 24

+2.90K

0.05%

Atlas Private Wealth Management

Mar 31, 24

-18.85K

WEALTHSOURCE PARTNERS, LLC

149.70K

Dec 31, 23

-11.75K

0.20%

Day & Ennis, LLC

39.82K

Dec 31, 23

-1.06K

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

36.16K

Dec 31, 23

+36.16K

0.05%

DFPG INVESTMENTS, LLC

28.70K

Dec 31, 23

+1.75K

0.04%

Baystate Wealth Management LLC

23.14K

Dec 31, 23

+2.89K

0.03%

PROVENCE WEALTH MANAGEMENT GROUP

10.07K

Dec 31, 23

-1.47K

0.01%

Simplicity Solutions, LLC

8.36K

Dec 31, 23

+1.49K

0.01%

Column Capital Advisors, LLC

146.77K

Sep 30, 23

+20.80K

0.20%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

82.64K

Sep 30, 23

-11.87K

0.11%

Icon Wealth Partners, LLC

62.26K

Sep 30, 23

+1.68K

0.08%

COMERICA SECURITIES,INC.

22.35K

Sep 30, 23

+451

0.03%

Truadvice, LLC

Sep 30, 23

-7.91K

Intercontinental Wealth Advisors, LLC

27.64K

Jun 30, 23

-360

0.04%

Ten Capital Wealth Advisors, LLC

11.00K

Jun 30, 23

+3.89K

0.01%

Lumature Wealth Partners, LLC

1.49K

Jun 30, 23

+468

0.00%

TimeScale Financial, Inc.

1.46K

Jun 30, 23

+669

0.00%

BDO Wealth Advisors, LLC

100

Jun 30, 23

0.00%

BMS Financial Advisors, LLC

Jun 30, 23

-10.39K

PICTET ASSET MANAGEMENT SA

Jun 30, 23

-1.16M

Ahrens Investment Partners LLC

Mar 31, 23

+50

0.00%

Sargent Bickham Lagudis LLC

26.21K

Dec 31, 22

+26.21K

0.03%

Momentum Advisors, LLC

Dec 31, 22

-6.48K

Burleson & Company, LLC

Dec 31, 22

-1.03K

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-6

55I, LLC

587.69K

Sep 30, 22

-308.81K

0.78%

Spectrum Management Group, LLC

74.46K

Sep 30, 22

+29.52K

0.10%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

14.99K

Sep 30, 22

+977

0.02%

American Portfolios Advisors

6.40K

Sep 30, 22

-527

0.01%

Strategic Asset Management, LLC

3.94K

Sep 30, 22

+3.89K

0.01%

Pinnacle Private Wealth, LLC

38.23K

Jun 30, 22

-327

0.05%

HYA Advisors, Inc

32.08K

Jun 30, 22

+32.08K

0.04%

Titus Wealth Management

6.35K

Jun 30, 22

-1.58K

0.01%

Private Capital Group, LLC

189

Jun 30, 22

+189

0.00%

NEXT Financial Group, Inc

609

Dec 31, 21

+145

0.00%

PICTET ASSET MANAGEMENT LTD

293.99K

Jun 30, 21

+293.99K

0.39%

USCA RIA LLC

12.65K

Jun 30, 21

+12.65K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.44K

Dec 31, 19

-50

0.00%

Advisor Group, Inc.

185

Dec 31, 19

+185

0.00%