iShares North American Natural Resources ETF(IGE)

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IGE(IGE)

IGE

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

Institutional Ownership

Top 253 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.11M	Mar 31, 26	+294.63K	7.82%
BANK OF AMERICA CORP /DE/	998.59K	Mar 31, 26	+507.38K	7.03%
CITIZENS & NORTHERN CORP	469.77K	Mar 31, 26	-22.77K	3.30%
CWM, LLC	317.30K	Mar 31, 26	+43.51K	2.23%
GOLDMAN SACHS GROUP INC	272.06K	Mar 31, 26	-2.33K	1.91%
LPL Financial LLC	271.77K	Mar 31, 26	+19.42K	1.91%
ROYAL BANK OF CANADA	266.79K	Mar 31, 26	+40.21K	1.88%
Wealthcare Advisory Partners LLC	230.06K	Mar 31, 26	+105.37K	1.62%
WELLS FARGO & COMPANY/MN	217.90K	Mar 31, 26	+62.89K	1.53%
Steward Partners Investment Advisory, LLC	195.54K	Mar 31, 26	+30.44K	1.38%
Beacon Pointe Advisors, LLC	193.89K	Mar 31, 26	-83.21K	1.36%
ENVESTNET ASSET MANAGEMENT INC	173.71K	Mar 31, 26	-24.04K	1.22%
UBS Group AG	168.54K	Mar 31, 26	+102.51K	1.19%
Ameritas Investment Partners, Inc.	152.30K	Mar 31, 26	-655	1.07%
BNP PARIBAS ARBITRAGE, SNC	150.20K	Mar 31, 26	+49.70K	1.06%
PNC FINANCIAL SERVICES GROUP, INC.	136.30K	Mar 31, 26	+1.45K	0.96%
Karpus Management, Inc.	127.08K	Mar 31, 26	+127.08K	0.89%
MinichMacGregor Wealth Management, LLC	127.04K	Mar 31, 26	+127.04K	0.89%
D.A. DAVIDSON & CO.	122.17K	Mar 31, 26	+5.63K	0.86%
Pure Financial Advisors, LLC	105.73K	Mar 31, 26	-1.69K	0.74%
CLUNE & ASSOCIATES, LTD.	96.96K	Mar 31, 26	+7.20K	0.68%
Monument Capital Management	79.80K	Mar 31, 26	+79.80K	0.56%
Allianz Asset Management GmbH	65.00K	Mar 31, 26	+65.00K	0.46%
ASSETMARK, INC	63.81K	Mar 31, 26	-920.53K	0.45%
MML INVESTORS SERVICES, LLC	58.03K	Mar 31, 26	-18.47K	0.41%
Midwest Professional Planners, LTD.	57.38K	Mar 31, 26	-8.90K	0.40%
Cetera Investment Advisers	56.70K	Mar 31, 26	+663	0.40%
Courage Miller Partners, LLC	55.02K	Mar 31, 26	-471	0.39%
Zeit Capital LLC	45.90K	Mar 31, 26	-895	0.32%
Sachetta, LLC	39.65K	Mar 31, 26	-2.15K	0.28%
IEQ CAPITAL, LLC	36.19K	Mar 31, 26	-7.41K	0.25%
Windward Private Wealth Management Inc.	36.03K	Mar 31, 26	-1.29K	0.25%
Wealthcare Capital Partners, LLC	34.42K	Mar 31, 26	+11.21K	0.24%
JPMORGAN CHASE & CO	34.20K	Mar 31, 26	+2.09K	0.24%
Redhawk Wealth Advisors, Inc.	33.48K	Mar 31, 26	+33.48K	0.24%
ADVISOR GROUP HOLDINGS, INC.	31.20K	Mar 31, 26	+1.29K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	30.42K	Mar 31, 26	+3.15K	0.21%
Arkadios Wealth Advisors	30.35K	Mar 31, 26	+30.35K	0.21%
RAYMOND JAMES FINANCIAL INC	30.08K	Mar 31, 26	+109	0.21%
ROTHSCHILD INVESTMENT LLC	29.88K	Mar 31, 26	-2.63K	0.21%
Independent Advisor Alliance	29.50K	Mar 31, 26	+1.96K	0.21%
GUIDANCE CAPITAL, INC	29.32K	Mar 31, 26	+21.26K	0.21%
ARKANSAS FINANCIAL GROUP, INC.	28.86K	Mar 31, 26	-1.68K	0.20%
Parkside Financial Bank & Trust	28.71K	Mar 31, 26	+3.23K	0.20%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	28.29K	Mar 31, 26	-210	0.20%
IFP Advisors, Inc	27.92K	Mar 31, 26	-4.30K	0.20%
TRUIST FINANCIAL CORP	27.79K	Mar 31, 26	-3.11K	0.20%
Q3 Asset Management	27.65K	Mar 31, 26	+27.65K	0.19%
Asset Management Group, Inc.	25.84K	Mar 31, 26	+94	0.18%
Sowa Financial Group, Inc.	23.57K	Mar 31, 26	-5.36K	0.17%
JANE STREET GROUP, LLC	23.12K	Mar 31, 26	-7.02K	0.16%
Mariner, LLC	23.10K	Mar 31, 26	-27.02K	0.16%
CIBC WORLD MARKET INC.	22.46K	Mar 31, 26	-89	0.16%
Cooper Financial Group	22.07K	Mar 31, 26	+22.07K	0.16%
AQR CAPITAL MANAGEMENT LLC	21.70K	Mar 31, 26	-502	0.15%
HighTower Advisors, LLC	20.72K	Mar 31, 26	-522	0.15%
Sunbelt Securities, Inc.	19.26K	Mar 31, 26	+6.22K	0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.56K	Mar 31, 26	+4.44K	0.13%
LEAVELL INVESTMENT MANAGEMENT, INC.	18.37K	Mar 31, 26	+1.93K	0.13%
Outlook Wealth Advisors, LLC	18.27K	Mar 31, 26	+1.04K	0.13%
MARSHALL WACE, LLP	18.14K	Mar 31, 26	+18.14K	0.13%
AMERIPRISE FINANCIAL INC	17.85K	Mar 31, 26	+4.75K	0.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC	17.64K	Mar 31, 26	-249	0.12%
Kestra Advisory Services, LLC	17.41K	Mar 31, 26	-551	0.12%
Cambridge Investment Research Advisors, Inc.	16.66K	Mar 31, 26	-35	0.12%
Regal Investment Advisors LLC	16.64K	Mar 31, 26	+16.64K	0.12%
Family Investment Center, Inc.	16.43K	Mar 31, 26	+16.43K	0.12%
Valmark Advisers, Inc.	15.94K	Mar 31, 26	-1.54K	0.11%
HARMONY ASSET MANAGEMENT LLC	15.65K	Mar 31, 26	+15.65K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.61K	Mar 31, 26	-1.85K	0.11%
Prime Buchholz LLC	15.42K	Mar 31, 26	-4.84K	0.11%
HighPoint Advisor Group LLC	15.21K	Mar 31, 26	-620	0.11%
WILEY BROS.-AINTREE CAPITAL, LLC	14.51K	Mar 31, 26	+14.51K	0.10%
FIFTH THIRD BANCORP	14.21K	Mar 31, 26	+14.21K	0.10%
Sanctuary Advisors, LLC	13.97K	Mar 31, 26	+8.12K	0.10%
XML Financial, LLC	13.37K	Mar 31, 26	+327	0.09%
FLOW TRADERS U.S. LLC	13.35K	Mar 31, 26	+13.35K	0.09%
Mesirow Financial Investment Management, Inc.	12.38K	Mar 31, 26	+6.19K	0.09%
Westside Investment Management, Inc.	11.80K	Mar 31, 26	+3.31K	0.08%
Colony Group, LLC	11.05K	Mar 31, 26	--	0.08%
Kesler, Norman & Wride, LLC	10.95K	Mar 31, 26	+10.95K	0.08%
Ameritas Advisory Services, LLC	10.00K	Mar 31, 26	-14.64K	0.07%
COURIER CAPITAL LLC	9.71K	Mar 31, 26	--	0.07%
HBW Advisory Services LLC	9.64K	Mar 31, 26	+4.57K	0.07%
Janney Montgomery Scott LLC	9.27K	Mar 31, 26	+171	0.07%
JONES FINANCIAL COMPANIES LLLP	9.22K	Mar 31, 26	-2.29K	0.06%
JENNISON ASSOCIATES LLC	8.87K	Mar 31, 26	-6.86K	0.06%
Mezzasalma Advisors, LLC	8.84K	Mar 31, 26	+35	0.06%
MGO ONE SEVEN LLC	8.76K	Mar 31, 26	+8.76K	0.06%
GFS Advisors, LLC	8.70K	Mar 31, 26	-482	0.06%
Creative Planning	8.45K	Mar 31, 26	+100	0.06%
Brinker Capital Investments, LLC	8.08K	Mar 31, 26	--	0.06%
NewEdge Advisors, LLC	8.04K	Mar 31, 26	+3.22K	0.06%
PFG Advisors	7.78K	Mar 31, 26	+474	0.05%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	7.58K	Mar 31, 26	-187	0.05%
Geneos Wealth Management Inc.	7.49K	Mar 31, 26	-240	0.05%
SeaCrest Wealth Management, LLC	7.30K	Mar 31, 26	+7.30K	0.05%
CITIGROUP INC	7.08K	Mar 31, 26	+639	0.05%
HARBOUR INVESTMENTS, INC.	6.91K	Mar 31, 26	+6.78K	0.05%
INTERACTIVE FINANCIAL ADVISORS, INC.	6.90K	Mar 31, 26	-332	0.05%
New England Private Wealth Advisors LLC	6.68K	Mar 31, 26	+4	0.05%
WEALTHCARE CAPITAL MANAGEMENT LLC	6.60K	Mar 31, 26	+1.47K	0.05%
REGIONS FINANCIAL CORP	6.09K	Mar 31, 26	-100	0.04%
FMR LLC	5.80K	Mar 31, 26	+190	0.04%
Rehmann Capital Advisory Group	5.74K	Mar 31, 26	-128	0.04%
Gotham Asset Management, LLC	5.70K	Mar 31, 26	-1.59K	0.04%
KKM Financial LLC	5.63K	Mar 31, 26	--	0.04%
Barnes Wealth Management Group, Inc	5.54K	Mar 31, 26	+39	0.04%
Meridian Wealth Management, LLC	5.40K	Mar 31, 26	--	0.04%
TD Waterhouse Canada Inc.	4.86K	Mar 31, 26	+4.86K	0.03%
Sigma Planning Corp	4.76K	Mar 31, 26	+287	0.03%
FOUNDERS FINANCIAL SECURITIES LLC	4.50K	Mar 31, 26	-296	0.03%
Prospera Financial Services Inc	4.43K	Mar 31, 26	--	0.03%
SAGESPRING WEALTH PARTNERS, LLC	4.36K	Mar 31, 26	-211	0.03%
Beacon Financial Advisory LLC	4.31K	Mar 31, 26	+6	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.31K	Mar 31, 26	+4.31K	0.03%
Tyche Wealth Partners LLC	4.12K	Mar 31, 26	-60	0.03%
Baird Financial Group, Inc.	4.10K	Mar 31, 26	+4.10K	0.03%
GSA CAPITAL PARTNERS LLP	4.01K	Mar 31, 26	+4.01K	0.03%
Destination Wealth Management	4.00K	Mar 31, 26	+4.00K	0.03%
Wealthspire Advisors, LLC	3.78K	Mar 31, 26	+3.78K	0.03%
Sound View Wealth Advisors Group, LLC	3.75K	Mar 31, 26	+3.75K	0.03%
EP Wealth Advisors, LLC	3.68K	Mar 31, 26	+3.68K	0.03%
STIFEL FINANCIAL CORP	3.56K	Mar 31, 26	+3.56K	0.03%
FIFTH THIRD SECURITIES, INC.	3.48K	Mar 31, 26	+3.48K	0.02%
CITADEL ADVISORS LLC	3.47K	Mar 31, 26	+3.47K	0.02%
David R. Rahn & Associates Inc.	3.46K	Mar 31, 26	+3.46K	0.02%
Operose Advisors LLC	3.00K	Mar 31, 26	--	0.02%
BEACON INVESTMENT ADVISORY SERVICES, INC.	2.21K	Mar 31, 26	+2.21K	0.02%
Aptus Capital Advisors, LLC	1.45K	Mar 31, 26	--	0.01%
Allworth Financial LP	1.43K	Mar 31, 26	+1	0.01%
FARMERS & MERCHANTS INVESTMENTS INC	1.31K	Mar 31, 26	+1.31K	0.01%
Capital Analysts, LLC	1.14K	Mar 31, 26	+5	0.01%
Parallel Advisors, LLC	1.00K	Mar 31, 26	+1	0.01%
BLAIR WILLIAM & CO/IL	965	Mar 31, 26	-674	0.01%
Spire Wealth Management	949	Mar 31, 26	--	0.01%
Horizon Investments, LLC	774	Mar 31, 26	+375	0.01%
Crews Bank & Trust	720	Mar 31, 26	+220	0.01%
US BANCORP \DE\	510	Mar 31, 26	-1.41K	0.00%
SRS Capital Advisors, Inc.	455	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	450	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	448	Mar 31, 26	--	0.00%
Peterson Wealth Services	431	Mar 31, 26	--	0.00%
Main Street Group, LTD	330	Mar 31, 26	+330	0.00%
Advisors Preferred, LLC	323	Mar 31, 26	+247	0.00%
Rockefeller Capital Management L.P.	312	Mar 31, 26	-9	0.00%
SIGNATUREFD, LLC	301	Mar 31, 26	+21	0.00%
MAI Capital Management	300	Mar 31, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	273	Mar 31, 26	+1	0.00%
Breakwater Investment Management	255	Mar 31, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	249	Mar 31, 26	+249	0.00%
Stone House Investment Management, LLC	228	Mar 31, 26	-51	0.00%
ANGELES WEALTH MANAGEMENT, LLC	205	Mar 31, 26	+205	0.00%
Annis Gardner Whiting Capital Advisors, LLC	203	Mar 31, 26	--	0.00%
Key FInancial Inc	202	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	158	Mar 31, 26	+51	0.00%
West Branch Capital LLC	146	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	116	Mar 31, 26	+116	0.00%
Rossby Financial, LCC	93	Mar 31, 26	+93	0.00%
Ashton Thomas Private Wealth, LLC	82	Mar 31, 26	+82	0.00%
Physician Wealth Advisors, Inc.	66	Mar 31, 26	--	0.00%
SOA Wealth Advisors, LLC.	66	Mar 31, 26	--	0.00%
AE Wealth Management LLC	62	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	60	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	60	Mar 31, 26	-100	0.00%
CoreCap Advisors, LLC	50	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	50	Mar 31, 26	-142	0.00%
BESSEMER GROUP INC	40	Mar 31, 26	--	0.00%
Ignite Planners, LLC	--	Mar 31, 26	-4.08K	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Mar 31, 26	-4.84K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-381	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-16	--
Beaumont Capital Management, LLC	--	Mar 31, 26	-10.99K	--
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-40	--
Hanlon Investment Management, Inc.	--	Mar 31, 26	-5.66K	--
VisionPoint Advisory Group, LLC	--	Mar 31, 26	-15.23K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-10.24K	--
Farther Finance Advisors, LLC	--	Mar 31, 26	-555	--
Biondo Investment Advisors, LLC	--	Mar 31, 26	-43.08K	--
FIRST INTERSTATE BANK	--	Mar 31, 26	-6.71K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-2.55K	--
Ascent Group, LLC	--	Mar 31, 26	-7.37K	--
COMERICA BANK	12.60K	Dec 31, 25	--	0.09%
Global Retirement Partners, LLC	4.58K	Dec 31, 25	+35	0.03%
CIBC Private Wealth Group, LLC	2.21K	Dec 31, 25	+2.21K	0.02%
Nalls Sherbakoff Group, LLC	1.05K	Dec 31, 25	--	0.01%
MGB Wealth Management, LLC	405	Dec 31, 25	+3	0.00%
Family Firm, Inc.	316.62K	Jun 30, 25	+10.27K	2.23%
AVANTAX ADVISORY SERVICES, INC.	22.68K	Jun 30, 25	-904	0.16%
Atria Wealth Solutions, Inc.	11.42K	Jun 30, 25	-17.58K	0.08%
DHK Financial Advisors, Inc.	6.56K	Jun 30, 25	+38	0.05%
Congress Wealth Management LLC / DE /	--	Jun 30, 25	-33.68K	--
Spectrum Wealth Counsel, LLC	10.23K	Mar 31, 25	--	0.07%
Raymond James Financial Services Advisors, Inc.	17.60K	Sep 30, 24	-100	0.12%
Sweet Financial Partners, LLC	8.83K	Sep 30, 24	--	0.06%
RAYMOND JAMES & ASSOCIATES	5.64K	Sep 30, 24	-701	0.04%
Custom Portfolio Group LLC	500	Jun 30, 24	--	0.00%
Coppell Advisory Solutions Corp.	16.28K	Mar 31, 24	+16.28K	0.11%
Cetera Advisor Networks LLC	15.93K	Mar 31, 24	-1.61K	0.11%
Baystate Wealth Management LLC	41	Dec 31, 23	+1	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	39.72K	Sep 30, 23	+1.69K	0.28%
ROTHSCHILD INVESTMENT CORP /IL	33.98K	Sep 30, 23	-100	0.24%
Milestone Advisory Partners	26.47K	Sep 30, 23	-3.68K	0.19%
KB FINANCIAL PARTNERS, LLC	33	Sep 30, 23	--	0.00%
BANK OF THE WEST	19.42K	Dec 31, 22	-4.60K	0.14%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	31.56K	Sep 30, 22	+4.08K	0.22%
55I, LLC	28.29K	Sep 30, 22	+19.48K	0.20%
Surevest, LLC	1.56K	Sep 30, 22	+13	0.01%
American Portfolios Advisors	308	Sep 30, 22	--	0.00%
Covington Capital Management	257	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	165	Sep 30, 22	--	0.00%
Spectrum Management Group, LLC	--	Sep 30, 22	-35.89K	--
ACG Wealth	--	Sep 30, 22	-158	--
NEXT Financial Group, Inc	998	Dec 31, 21	+7	0.01%
PNC Managed Account Solutions, Inc.	809	Jun 30, 21	+809	0.01%
LifePlan Financial Group, Inc	8.84K	Sep 30, 20	--	0.06%
Stearns Financial Services Group	90	Sep 30, 20	--	0.00%
Stratford Consulting, LLC	--	Mar 31, 20	-2.54K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.73K	Dec 31, 19	-1.05K	0.08%
Advisor Group, Inc.	10.17K	Dec 31, 19	-1.47K	0.07%
SUNTRUST BANKS INC	62.86K	Sep 30, 19	-9.44K	0.44%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	797	Sep 30, 19	+33	0.01%
Belvedere Advisors LLC	1.04K	Jun 30, 19	-1.57K	0.01%
Lattice Strategies LLC	6.80K	Mar 31, 19	-695	0.05%
BREMER TRUST NATIONAL ASSOCIATION	940	Dec 31, 18	+940	0.01%
COMERICA SECURITIES INC	--	Dec 31, 18	-6.98K	--
WealthShield, LLC	205	Dec 31, 17	+205	0.00%
Barrington Strategic Wealth Management Group LLC	54.18K	Sep 30, 17	-105	0.38%
Commonwealth Equity Services, Inc	103.17K	Jun 30, 17	+6.14K	0.73%
1st Global Advisors, Inc.	9.01K	Jun 30, 17	-1.50K	0.06%
Virtu KCG Holdings LLC	7.27K	Jun 30, 17	+7.27K	0.05%
MSI Financial Services Inc	53.81K	Dec 31, 16	-2.18K	0.38%
Stanford Investment Group, Inc.	29.28K	Dec 31, 16	-11.21K	0.21%
SOCIETE GENERALE	12.11K	Jun 30, 16	+12.11K	0.09%
SMITH HAYES Advisers, Inc	25.31K	Dec 31, 15	+109	0.18%
Pinnacle Summer Investments, Inc.	122	Dec 31, 15	-1.59K	0.00%
Convergent Wealth Advisors	279.86K	Sep 30, 15	-64.08K	1.97%
MANAGED ACCOUNT ADVISORS LLC	1.18K	Jun 30, 15	+550	0.01%
BAIRD ROBERT W & CO INC /WI/	14.50K	Mar 31, 15	+2.42K	0.10%
STANCORP INVESTMENT ADVISERS INC	305	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	61.00K	Dec 31, 14	+1.53K	0.43%
NEW ENGLAND SECURITIES CORP /MA/	10.37K	Dec 31, 14	-5.32K	0.07%
Gary Goldberg Planning Services Inc	850	Dec 31, 14	--	0.01%
UBS AG	329.15K	Sep 30, 14	-26.72K	2.32%
Cobble Hill Financial Services, INC	17.00K	Sep 30, 14	--	0.12%
WILMINGTON TRUST CO	13.43K	Jun 30, 14	-2.93K	0.09%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-7.11K	--
STIFEL NICOLAUS & CO INC \MO\	6.12K	Sep 30, 13	+143	0.04%
KNIGHT CAPITAL GROUP LLC	11.81K	Jun 30, 13	+11.81K	0.08%
First Allied Securities, Inc.	22.12K	Jun 30, 12	+1.49K	0.16%
NOLLENBERGER CAPITAL PARTNERS INC	580	Dec 31, 10	--	0.00%
RBC Dominion Securities Inc.	700	Dec 31, 08	+700	0.00%
PEOPLES BANCORP INC	4.07K	Sep 30, 07	-555	0.03%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.11M

Mar 31, 26

+294.63K

7.82%

BANK OF AMERICA CORP /DE/

998.59K

Mar 31, 26

+507.38K

7.03%

CITIZENS & NORTHERN CORP

469.77K

Mar 31, 26

-22.77K

3.30%

CWM, LLC

317.30K

Mar 31, 26

+43.51K

2.23%

GOLDMAN SACHS GROUP INC

272.06K

Mar 31, 26

-2.33K

1.91%

LPL Financial LLC

271.77K

Mar 31, 26

+19.42K

1.91%

ROYAL BANK OF CANADA

266.79K

Mar 31, 26

+40.21K

1.88%

Wealthcare Advisory Partners LLC

230.06K

Mar 31, 26

+105.37K

1.62%

WELLS FARGO & COMPANY/MN

217.90K

Mar 31, 26

+62.89K

1.53%

Steward Partners Investment Advisory, LLC

195.54K

Mar 31, 26

+30.44K

1.38%

Beacon Pointe Advisors, LLC

193.89K

Mar 31, 26

-83.21K

1.36%

ENVESTNET ASSET MANAGEMENT INC

173.71K

Mar 31, 26

-24.04K

1.22%

UBS Group AG

168.54K

Mar 31, 26

+102.51K

1.19%

Ameritas Investment Partners, Inc.

152.30K

Mar 31, 26

-655

1.07%

BNP PARIBAS ARBITRAGE, SNC

150.20K

Mar 31, 26

+49.70K

1.06%

PNC FINANCIAL SERVICES GROUP, INC.

136.30K

Mar 31, 26

+1.45K

0.96%

Karpus Management, Inc.

127.08K

Mar 31, 26

+127.08K

0.89%

MinichMacGregor Wealth Management, LLC

127.04K

Mar 31, 26

+127.04K

0.89%

D.A. DAVIDSON & CO.

122.17K

Mar 31, 26

+5.63K

0.86%

Pure Financial Advisors, LLC

105.73K

Mar 31, 26

-1.69K

0.74%

CLUNE & ASSOCIATES, LTD.

96.96K

Mar 31, 26

+7.20K

0.68%

Monument Capital Management

79.80K

Mar 31, 26

+79.80K

0.56%

Allianz Asset Management GmbH

65.00K

Mar 31, 26

+65.00K

0.46%

ASSETMARK, INC

63.81K

Mar 31, 26

-920.53K

0.45%

MML INVESTORS SERVICES, LLC

58.03K

Mar 31, 26

-18.47K

0.41%

Midwest Professional Planners, LTD.

57.38K

Mar 31, 26

-8.90K

0.40%

Cetera Investment Advisers

56.70K

Mar 31, 26

+663

0.40%

Courage Miller Partners, LLC

55.02K

Mar 31, 26

-471

0.39%

Zeit Capital LLC

45.90K

Mar 31, 26

-895

0.32%

Sachetta, LLC

39.65K

Mar 31, 26

-2.15K

0.28%

IEQ CAPITAL, LLC

36.19K

Mar 31, 26

-7.41K

0.25%

Windward Private Wealth Management Inc.

36.03K

Mar 31, 26

-1.29K

0.25%

Wealthcare Capital Partners, LLC

34.42K

Mar 31, 26

+11.21K

0.24%

JPMORGAN CHASE & CO

34.20K

Mar 31, 26

+2.09K

0.24%

Redhawk Wealth Advisors, Inc.

33.48K

Mar 31, 26

+33.48K

0.24%

ADVISOR GROUP HOLDINGS, INC.

31.20K

Mar 31, 26

+1.29K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

30.42K

Mar 31, 26

+3.15K

0.21%

Arkadios Wealth Advisors

30.35K

Mar 31, 26

+30.35K

0.21%

RAYMOND JAMES FINANCIAL INC

30.08K

Mar 31, 26

+109

0.21%

ROTHSCHILD INVESTMENT LLC

29.88K

Mar 31, 26

-2.63K

0.21%

Independent Advisor Alliance

29.50K

Mar 31, 26

+1.96K

0.21%

GUIDANCE CAPITAL, INC

29.32K

Mar 31, 26

+21.26K

0.21%

ARKANSAS FINANCIAL GROUP, INC.

28.86K

Mar 31, 26

-1.68K

0.20%

Parkside Financial Bank & Trust

28.71K

Mar 31, 26

+3.23K

0.20%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

28.29K

Mar 31, 26

-210

0.20%

IFP Advisors, Inc

27.92K

Mar 31, 26

-4.30K

0.20%

TRUIST FINANCIAL CORP

27.79K

Mar 31, 26

-3.11K

0.20%

Q3 Asset Management

27.65K

Mar 31, 26

+27.65K

0.19%

Asset Management Group, Inc.

25.84K

Mar 31, 26

+94

0.18%

Sowa Financial Group, Inc.

23.57K

Mar 31, 26

-5.36K

0.17%

JANE STREET GROUP, LLC

23.12K

Mar 31, 26

-7.02K

0.16%

Mariner, LLC

23.10K

Mar 31, 26

-27.02K

0.16%

CIBC WORLD MARKET INC.

22.46K

Mar 31, 26

-89

0.16%

Cooper Financial Group

22.07K

Mar 31, 26

+22.07K

0.16%

AQR CAPITAL MANAGEMENT LLC

21.70K

Mar 31, 26

-502

0.15%

HighTower Advisors, LLC

20.72K

Mar 31, 26

-522

0.15%

Sunbelt Securities, Inc.

19.26K

Mar 31, 26

+6.22K

0.14%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

18.56K

Mar 31, 26

+4.44K

0.13%

LEAVELL INVESTMENT MANAGEMENT, INC.

18.37K

Mar 31, 26

+1.93K

0.13%

Outlook Wealth Advisors, LLC

18.27K

Mar 31, 26

+1.04K

0.13%

MARSHALL WACE, LLP

18.14K

Mar 31, 26

+18.14K

0.13%

AMERIPRISE FINANCIAL INC

17.85K

Mar 31, 26

+4.75K

0.13%

PHILLIPS FINANCIAL MANAGEMENT, LLC

17.64K

Mar 31, 26

-249

0.12%

Kestra Advisory Services, LLC

17.41K

Mar 31, 26

-551

0.12%

Cambridge Investment Research Advisors, Inc.

16.66K

Mar 31, 26

-35

0.12%

Regal Investment Advisors LLC

16.64K

Mar 31, 26

+16.64K

0.12%

Family Investment Center, Inc.

16.43K

Mar 31, 26

+16.43K

0.12%

Valmark Advisers, Inc.

15.94K

Mar 31, 26

-1.54K

0.11%

HARMONY ASSET MANAGEMENT LLC

15.65K

Mar 31, 26

+15.65K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.61K

Mar 31, 26

-1.85K

0.11%

Prime Buchholz LLC

15.42K

Mar 31, 26

-4.84K

0.11%

HighPoint Advisor Group LLC

15.21K

Mar 31, 26

-620

0.11%

WILEY BROS.-AINTREE CAPITAL, LLC

14.51K

Mar 31, 26

+14.51K

0.10%

FIFTH THIRD BANCORP

14.21K

Mar 31, 26

+14.21K

0.10%

Sanctuary Advisors, LLC

13.97K

Mar 31, 26

+8.12K

0.10%

XML Financial, LLC

13.37K

Mar 31, 26

+327

0.09%

FLOW TRADERS U.S. LLC

13.35K

Mar 31, 26

+13.35K

0.09%

Mesirow Financial Investment Management, Inc.

12.38K

Mar 31, 26

+6.19K

0.09%

Westside Investment Management, Inc.

11.80K

Mar 31, 26

+3.31K

0.08%

Colony Group, LLC

11.05K

Mar 31, 26

0.08%

Kesler, Norman & Wride, LLC

10.95K

Mar 31, 26

+10.95K

0.08%

Ameritas Advisory Services, LLC

10.00K

Mar 31, 26

-14.64K

0.07%

COURIER CAPITAL LLC

9.71K

Mar 31, 26

0.07%

HBW Advisory Services LLC

9.64K

Mar 31, 26

+4.57K

0.07%

Janney Montgomery Scott LLC

9.27K

Mar 31, 26

+171

0.07%

JONES FINANCIAL COMPANIES LLLP

9.22K

Mar 31, 26

-2.29K

0.06%

JENNISON ASSOCIATES LLC

8.87K

Mar 31, 26

-6.86K

0.06%

Mezzasalma Advisors, LLC

8.84K

Mar 31, 26

+35

0.06%

MGO ONE SEVEN LLC

8.76K

Mar 31, 26

+8.76K

0.06%

GFS Advisors, LLC

8.70K

Mar 31, 26

-482

0.06%

Creative Planning

8.45K

Mar 31, 26

+100

0.06%

Brinker Capital Investments, LLC

8.08K

Mar 31, 26

0.06%

NewEdge Advisors, LLC

8.04K

Mar 31, 26

+3.22K

0.06%

PFG Advisors

7.78K

Mar 31, 26

+474

0.05%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

7.58K

Mar 31, 26

-187

0.05%

Geneos Wealth Management Inc.

7.49K

Mar 31, 26

-240

0.05%

SeaCrest Wealth Management, LLC

7.30K

Mar 31, 26

+7.30K

0.05%

CITIGROUP INC

7.08K

Mar 31, 26

+639

0.05%

HARBOUR INVESTMENTS, INC.

6.91K

Mar 31, 26

+6.78K

0.05%

INTERACTIVE FINANCIAL ADVISORS, INC.

6.90K

Mar 31, 26

-332

0.05%

New England Private Wealth Advisors LLC

6.68K

Mar 31, 26

0.05%

WEALTHCARE CAPITAL MANAGEMENT LLC

6.60K

Mar 31, 26

+1.47K

0.05%

REGIONS FINANCIAL CORP

6.09K

Mar 31, 26

-100

0.04%

FMR LLC

5.80K

Mar 31, 26

+190

0.04%

Rehmann Capital Advisory Group

5.74K

Mar 31, 26

-128

0.04%

Gotham Asset Management, LLC

5.70K

Mar 31, 26

-1.59K

0.04%

KKM Financial LLC

5.63K

Mar 31, 26

0.04%

Barnes Wealth Management Group, Inc

5.54K

Mar 31, 26

+39

0.04%

Meridian Wealth Management, LLC

5.40K

Mar 31, 26

0.04%

TD Waterhouse Canada Inc.

4.86K

Mar 31, 26

+4.86K

0.03%

Sigma Planning Corp

4.76K

Mar 31, 26

+287

0.03%

FOUNDERS FINANCIAL SECURITIES LLC

4.50K

Mar 31, 26

-296

0.03%

Prospera Financial Services Inc

4.43K

Mar 31, 26

0.03%

SAGESPRING WEALTH PARTNERS, LLC

4.36K

Mar 31, 26

-211

0.03%

Beacon Financial Advisory LLC

4.31K

Mar 31, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.31K

Mar 31, 26

+4.31K

0.03%

Tyche Wealth Partners LLC

4.12K

Mar 31, 26

-60

0.03%

Baird Financial Group, Inc.

4.10K

Mar 31, 26

+4.10K

0.03%

GSA CAPITAL PARTNERS LLP

4.01K

Mar 31, 26

+4.01K

0.03%

Destination Wealth Management

4.00K

Mar 31, 26

+4.00K

0.03%

Wealthspire Advisors, LLC

3.78K

Mar 31, 26

+3.78K

0.03%

Sound View Wealth Advisors Group, LLC

3.75K

Mar 31, 26

+3.75K

0.03%

EP Wealth Advisors, LLC

3.68K

Mar 31, 26

+3.68K

0.03%

STIFEL FINANCIAL CORP

3.56K

Mar 31, 26

+3.56K

0.03%

FIFTH THIRD SECURITIES, INC.

3.48K

Mar 31, 26

+3.48K

0.02%

CITADEL ADVISORS LLC

3.47K

Mar 31, 26

+3.47K

0.02%

David R. Rahn & Associates Inc.

3.46K

Mar 31, 26

+3.46K

0.02%

Operose Advisors LLC

3.00K

Mar 31, 26

0.02%

BEACON INVESTMENT ADVISORY SERVICES, INC.

2.21K

Mar 31, 26

+2.21K

0.02%

Aptus Capital Advisors, LLC

1.45K

Mar 31, 26

0.01%

Allworth Financial LP

1.43K

Mar 31, 26

0.01%

FARMERS & MERCHANTS INVESTMENTS INC

1.31K

Mar 31, 26

+1.31K

0.01%

Capital Analysts, LLC

1.14K

Mar 31, 26

0.01%

Parallel Advisors, LLC

1.00K

Mar 31, 26

0.01%

BLAIR WILLIAM & CO/IL

965

Mar 31, 26

-674

0.01%

Spire Wealth Management

949

Mar 31, 26

0.01%

Horizon Investments, LLC

774

Mar 31, 26

+375

0.01%

Crews Bank & Trust

720

Mar 31, 26

+220

0.01%

US BANCORP \DE\

510

Mar 31, 26

-1.41K

0.00%

SRS Capital Advisors, Inc.

455

Mar 31, 26

0.00%

Root Financial Partners, LLC

450

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

448

Mar 31, 26

0.00%

Peterson Wealth Services

431

Mar 31, 26

0.00%

Main Street Group, LTD

330

Mar 31, 26

+330

0.00%

Advisors Preferred, LLC

323

Mar 31, 26

+247

0.00%

Rockefeller Capital Management L.P.

312

Mar 31, 26

-9

0.00%

SIGNATUREFD, LLC

301

Mar 31, 26

+21

0.00%

MAI Capital Management

300

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

273

Mar 31, 26

0.00%

Breakwater Investment Management

255

Mar 31, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

249

Mar 31, 26

+249

0.00%

Stone House Investment Management, LLC

228

Mar 31, 26

-51

0.00%

ANGELES WEALTH MANAGEMENT, LLC

205

Mar 31, 26

+205

0.00%

Annis Gardner Whiting Capital Advisors, LLC

203

Mar 31, 26

0.00%

Key FInancial Inc

202

Mar 31, 26

0.00%

CENTRAL TRUST Co

158

Mar 31, 26

+51

0.00%

West Branch Capital LLC

146

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

116

Mar 31, 26

+116

0.00%

Rossby Financial, LCC

Mar 31, 26

+93

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+82

0.00%

Physician Wealth Advisors, Inc.

Mar 31, 26

0.00%

SOA Wealth Advisors, LLC.

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

0.00%

AlphaCore Capital LLC

Mar 31, 26

-100

0.00%

CoreCap Advisors, LLC

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

-142

0.00%

BESSEMER GROUP INC

Mar 31, 26

0.00%

Ignite Planners, LLC

Mar 31, 26

-4.08K

INDEPENDENT FINANCIAL GROUP, LLC

Mar 31, 26

-4.84K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-381

Cape Investment Advisory, Inc.

Mar 31, 26

-16

Beaumont Capital Management, LLC

Mar 31, 26

-10.99K

BANK OF MONTREAL /CAN/

Mar 31, 26

-40

Hanlon Investment Management, Inc.

Mar 31, 26

-5.66K

VisionPoint Advisory Group, LLC

Mar 31, 26

-15.23K

Tower Research Capital LLC (TRC)

Mar 31, 26

-10.24K

Farther Finance Advisors, LLC

Mar 31, 26

-555

Biondo Investment Advisors, LLC

Mar 31, 26

-43.08K

FIRST INTERSTATE BANK

Mar 31, 26

-6.71K

Laurel Wealth Advisors LLC

Mar 31, 26

-2.55K

Ascent Group, LLC

Mar 31, 26

-7.37K

COMERICA BANK

12.60K

Dec 31, 25

0.09%

Global Retirement Partners, LLC

4.58K

Dec 31, 25

+35

0.03%

CIBC Private Wealth Group, LLC

2.21K

Dec 31, 25

+2.21K

0.02%

Nalls Sherbakoff Group, LLC

1.05K

Dec 31, 25

0.01%

MGB Wealth Management, LLC

405

Dec 31, 25

0.00%

Family Firm, Inc.

316.62K

Jun 30, 25

+10.27K

2.23%

AVANTAX ADVISORY SERVICES, INC.

22.68K

Jun 30, 25

-904

0.16%

Atria Wealth Solutions, Inc.

11.42K

Jun 30, 25

-17.58K

0.08%

DHK Financial Advisors, Inc.

6.56K

Jun 30, 25

+38

0.05%

Congress Wealth Management LLC / DE /

Jun 30, 25

-33.68K

Spectrum Wealth Counsel, LLC

10.23K

Mar 31, 25

0.07%

Raymond James Financial Services Advisors, Inc.

17.60K

Sep 30, 24

-100

0.12%

Sweet Financial Partners, LLC

8.83K

Sep 30, 24

0.06%

RAYMOND JAMES & ASSOCIATES

5.64K

Sep 30, 24

-701

0.04%

Custom Portfolio Group LLC

500

Jun 30, 24

0.00%

Coppell Advisory Solutions Corp.

16.28K

Mar 31, 24

+16.28K

0.11%

Cetera Advisor Networks LLC

15.93K

Mar 31, 24

-1.61K

0.11%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

39.72K

Sep 30, 23

+1.69K

0.28%

ROTHSCHILD INVESTMENT CORP /IL

33.98K

Sep 30, 23

-100

0.24%

Milestone Advisory Partners

26.47K

Sep 30, 23

-3.68K

0.19%

KB FINANCIAL PARTNERS, LLC

Sep 30, 23

0.00%

BANK OF THE WEST

19.42K

Dec 31, 22

-4.60K

0.14%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

31.56K

Sep 30, 22

+4.08K

0.22%

55I, LLC

28.29K

Sep 30, 22

+19.48K

0.20%

Surevest, LLC

1.56K

Sep 30, 22

+13

0.01%

American Portfolios Advisors

308

Sep 30, 22

0.00%

Covington Capital Management

257

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

165

Sep 30, 22

0.00%

Spectrum Management Group, LLC

Sep 30, 22

-35.89K

ACG Wealth

Sep 30, 22

-158

NEXT Financial Group, Inc

998

Dec 31, 21

0.01%

PNC Managed Account Solutions, Inc.

809

Jun 30, 21

+809

0.01%

LifePlan Financial Group, Inc

8.84K

Sep 30, 20

0.06%

Stearns Financial Services Group

Sep 30, 20

0.00%

Stratford Consulting, LLC

Mar 31, 20

-2.54K

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.73K

Dec 31, 19

-1.05K

0.08%

Advisor Group, Inc.

10.17K

Dec 31, 19

-1.47K

0.07%

SUNTRUST BANKS INC

62.86K

Sep 30, 19

-9.44K

0.44%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

797

Sep 30, 19

+33

0.01%

Belvedere Advisors LLC

1.04K

Jun 30, 19

-1.57K

0.01%

Lattice Strategies LLC

6.80K

Mar 31, 19

-695

0.05%

BREMER TRUST NATIONAL ASSOCIATION

940

Dec 31, 18

+940

0.01%

COMERICA SECURITIES INC

Dec 31, 18

-6.98K

WealthShield, LLC

205

Dec 31, 17

+205

0.00%

Barrington Strategic Wealth Management Group LLC

54.18K

Sep 30, 17

-105

0.38%

Commonwealth Equity Services, Inc

103.17K

Jun 30, 17

+6.14K

0.73%

1st Global Advisors, Inc.

9.01K

Jun 30, 17

-1.50K

0.06%

Virtu KCG Holdings LLC

7.27K

Jun 30, 17

+7.27K

0.05%

MSI Financial Services Inc

53.81K

Dec 31, 16

-2.18K

0.38%

Stanford Investment Group, Inc.

29.28K

Dec 31, 16

-11.21K

0.21%

SOCIETE GENERALE

12.11K

Jun 30, 16

+12.11K

0.09%

SMITH HAYES Advisers, Inc

25.31K

Dec 31, 15

+109

0.18%

Pinnacle Summer Investments, Inc.

122

Dec 31, 15

-1.59K

0.00%

Convergent Wealth Advisors

279.86K

Sep 30, 15

-64.08K

1.97%

MANAGED ACCOUNT ADVISORS LLC

1.18K

Jun 30, 15

+550

0.01%

BAIRD ROBERT W & CO INC /WI/

14.50K

Mar 31, 15

+2.42K

0.10%

STANCORP INVESTMENT ADVISERS INC

305

Mar 31, 15

0.00%

Placemark Investments, Inc.

61.00K

Dec 31, 14

+1.53K

0.43%

NEW ENGLAND SECURITIES CORP /MA/

10.37K

Dec 31, 14

-5.32K

0.07%

Gary Goldberg Planning Services Inc

850

Dec 31, 14

0.01%

UBS AG

329.15K

Sep 30, 14

-26.72K

2.32%

Cobble Hill Financial Services, INC

17.00K

Sep 30, 14

0.12%

WILMINGTON TRUST CO

13.43K

Jun 30, 14

-2.93K

0.09%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-7.11K

STIFEL NICOLAUS & CO INC \MO\

6.12K

Sep 30, 13

+143

0.04%

KNIGHT CAPITAL GROUP LLC

11.81K

Jun 30, 13

+11.81K

0.08%

First Allied Securities, Inc.

22.12K

Jun 30, 12

+1.49K

0.16%

NOLLENBERGER CAPITAL PARTNERS INC

580

Dec 31, 10

0.00%

RBC Dominion Securities Inc.

700

Dec 31, 08

+700

0.00%

PEOPLES BANCORP INC

4.07K

Sep 30, 07

-555

0.03%