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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 3.36M | Jun 30, 26 | -55.49K | 8.10% |
| LPL Financial LLC | 3.18M | Jun 30, 26 | -592.06K | 7.66% |
| BANK OF AMERICA CORP /DE/ | 2.29M | Jun 30, 26 | -48.14K | 5.52% |
| Ameritas Advisory Services, LLC | 1.40M | Jun 30, 26 | +428.55K | 3.37% |
| RAYMOND JAMES FINANCIAL INC | 1.24M | Jun 30, 26 | -495.71K | 2.98% |
| Falcon Wealth Planning | 998.94K | Jun 30, 26 | +60.65K | 2.40% |
| AE Wealth Management LLC | 988.45K | Jun 30, 26 | +119.18K | 2.38% |
| Creative Planning | 941.95K | Jun 30, 26 | +19.83K | 2.27% |
| STIFEL FINANCIAL CORP | 814.32K | Jun 30, 26 | +39.20K | 1.96% |
| Trilogy Capital Inc. | 784.79K | Jun 30, 26 | +11.81K | 1.89% |
| ENVESTNET ASSET MANAGEMENT INC | 773.17K | Jun 30, 26 | +9.12K | 1.86% |
| UBS Group AG | 724.25K | Jun 30, 26 | -81.67K | 1.74% |
| AMERIPRISE FINANCIAL INC | 586.02K | Jun 30, 26 | -59.83K | 1.41% |
| ADVISOR GROUP HOLDINGS, INC. | 485.94K | Jun 30, 26 | +110.67K | 1.17% |
| CAPITAL WEALTH MANAGEMENT, LLC | 451.63K | Jun 30, 26 | +9.23K | 1.09% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 414.81K | Jun 30, 26 | -8.62K | 1.00% |
| Marietta Wealth Management, LLC | 389.43K | Jun 30, 26 | +13.67K | 0.94% |
| Summit Asset Management, LLC | 384.13K | Jun 30, 26 | -814 | 0.92% |
| WESCAP Management Group, Inc. | 378.71K | Jun 30, 26 | -3.33K | 0.91% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 357.98K | Jun 30, 26 | -132.16K | 0.86% |
| Gaddis Premier Wealth Advisors LLC | 330.55K | Jun 30, 26 | +19.74K | 0.80% |
| WEALTH MANAGEMENT RESOURCES, INC. | 329.18K | Jun 30, 26 | +12.94K | 0.79% |
| WELLS FARGO & COMPANY/MN | 287.56K | Jun 30, 26 | -21.40K | 0.69% |
| Prepared Retirement Institute LLC | 263.13K | Jun 30, 26 | -5.54K | 0.63% |
| Dynamic Advisor Solutions LLC | 259.31K | Jun 30, 26 | +19.34K | 0.62% |
| Pathstone Holdings, LLC | 249.41K | Jun 30, 26 | -2.45K | 0.60% |
| Eagle Strategies LLC | 247.96K | Jun 30, 26 | -338.91K | 0.60% |
| Cambridge Investment Research Advisors, Inc. | 247.15K | Jun 30, 26 | -8.25K | 0.59% |
| RMB Capital Management, LLC | 244.86K | Jun 30, 26 | -2.42K | 0.59% |
| Trinity Wealth Management, LLC | 239.28K | Jun 30, 26 | -272 | 0.58% |
| VestGen Advisors, LLC | 228.11K | Jun 30, 26 | -1.13K | 0.55% |
| Solano Wealth Investment Advisors LLC | 226.83K | Jun 30, 26 | +1.43K | 0.55% |
| Mariner, LLC | 221.22K | Jun 30, 26 | +1.83K | 0.53% |
| Cetera Investment Advisers | 219.11K | Jun 30, 26 | +14.43K | 0.53% |
| AssuredPartners Investment Advisors, LLC | 205.88K | Jun 30, 26 | +2.34K | 0.50% |
| Melone Private Wealth, LLC | 205.26K | Jun 30, 26 | +304 | 0.49% |
| NFP Retirement, Inc. | 184.30K | Jun 30, 26 | -6.78K | 0.44% |
| Argo Wealth Advisory, LLC | 183.70K | Jun 30, 26 | +5.16K | 0.44% |
| Concurrent Investment Advisors, LLC | 180.82K | Jun 30, 26 | -242 | 0.44% |
| Lido Advisors, LLC | 180.44K | Jun 30, 26 | +3.60K | 0.43% |
| Berkeley, Inc | 177.47K | Jun 30, 26 | -378 | 0.43% |
| ROYAL BANK OF CANADA | 176.26K | Jun 30, 26 | +13.26K | 0.42% |
| Farther Finance Advisors, LLC | 158.08K | Jun 30, 26 | -4.26K | 0.38% |
| JONES FINANCIAL COMPANIES LLLP | 133.39K | Jun 30, 26 | +6.00K | 0.32% |
| MML INVESTORS SERVICES, LLC | 129.86K | Jun 30, 26 | +28.68K | 0.31% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 128.51K | Jun 30, 26 | +144 | 0.31% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 119.69K | Jun 30, 26 | -20.34K | 0.29% |
| Private Advisor Group, LLC | 109.24K | Jun 30, 26 | -17.68K | 0.26% |
| Americana Partners, LLC | 108.75K | Jun 30, 26 | +13.36K | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 104.77K | Jun 30, 26 | -4.51K | 0.25% |
| NewEdge Advisors, LLC | 101.75K | Jun 30, 26 | +3.78K | 0.24% |
| Kestra Advisory Services, LLC | 100.67K | Jun 30, 26 | -42.29K | 0.24% |
| Sachetta, LLC | 93.73K | Jun 30, 26 | +7.23K | 0.23% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 93.71K | Jun 30, 26 | -13.08K | 0.23% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 88.84K | Jun 30, 26 | -1.15K | 0.21% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 82.85K | Jun 30, 26 | -6.99K | 0.20% |
| Nvest Wealth Strategies, Inc. | 78.03K | Jun 30, 26 | -240 | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 77.98K | Jun 30, 26 | +1.89K | 0.19% |
| PRINCIPAL SECURITIES, INC. | 75.40K | Jun 30, 26 | +351 | 0.18% |
| Prism Advisors, Inc. | 72.52K | Jun 30, 26 | -910 | 0.17% |
| Western Wealth Management, LLC | 71.93K | Jun 30, 26 | -24.07K | 0.17% |
| Rockefeller Capital Management L.P. | 71.74K | Jun 30, 26 | -7.96K | 0.17% |
| OPPENHEIMER & CO INC | 71.69K | Jun 30, 26 | +4.27K | 0.17% |
| R2 Capital Strategies, LLC | 67.84K | Jun 30, 26 | +67.84K | 0.16% |
| IFP Advisors, Inc | 66.87K | Jun 30, 26 | +7.66K | 0.16% |
| JPMORGAN CHASE & CO | 63.37K | Jun 30, 26 | -4.75K | 0.15% |
| Fortis Capital Management LLC | 62.16K | Jun 30, 26 | -9.50K | 0.15% |
| Baird Financial Group, Inc. | 60.79K | Jun 30, 26 | -2.79K | 0.15% |
| D.A. DAVIDSON & CO. | 60.24K | Jun 30, 26 | +667 | 0.15% |
| Sculati Wealth Management, LLC | 58.80K | Jun 30, 26 | -1.86K | 0.14% |
| Hobbs Group Advisors, LLC | 55.67K | Jun 30, 26 | -1.73K | 0.13% |
| Mutual Advisors, LLC | 51.71K | Jun 30, 26 | -516 | 0.12% |
| Platform Technology Partners | 50.23K | Jun 30, 26 | +6.44K | 0.12% |
| OLD NATIONAL BANCORP /IN/ | 46.58K | Jun 30, 26 | -715 | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 43.94K | Jun 30, 26 | -2.43K | 0.11% |
| Global Retirement Partners, LLC | 43.59K | Jun 30, 26 | +43.59K | 0.10% |
| DHJJ Financial Advisors, Ltd. | 43.03K | Jun 30, 26 | -1.39K | 0.10% |
| Choice Wealth Advisors, LLC | 42.46K | Jun 30, 26 | -8.42K | 0.10% |
| Provident Wealth Management, LLC | 40.41K | Jun 30, 26 | +3.85K | 0.10% |
| Mach-1 Financial Group, LLC | 40.40K | Jun 30, 26 | +4.14K | 0.10% |
| Focus Financial Network, Inc. | 38.72K | Jun 30, 26 | -1.51K | 0.09% |
| Bank of New York Mellon Corp | 38.50K | Jun 30, 26 | +1.50K | 0.09% |
| Greykasell Wealth Strategies, Inc. | 37.05K | Jun 30, 26 | -273 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 36.64K | Jun 30, 26 | +732 | 0.09% |
| Pensionmark Financial Group, LLC | 36.05K | Jun 30, 26 | -107 | 0.09% |
| Southland Equity Partners LLC | 34.77K | Jun 30, 26 | +1.29K | 0.08% |
| CITADEL ADVISORS LLC | 34.03K | Jun 30, 26 | +34.03K | 0.08% |
| VALLEY NATIONAL ADVISERS INC | 33.63K | Jun 30, 26 | +2.21K | 0.08% |
| Core Wealth Advisors, Inc. | 33.23K | Jun 30, 26 | -15 | 0.08% |
| Merit Financial Group, LLC | 33.01K | Jun 30, 26 | -2.53K | 0.08% |
| SHEETS SMITH WEALTH MANAGEMENT | 32.23K | Jun 30, 26 | -168 | 0.08% |
| Sowell Financial Services LLC | 31.49K | Jun 30, 26 | -3 | 0.08% |
| XY Planning Network, Inc. | 30.34K | Jun 30, 26 | -2.91K | 0.07% |
| PERSPECTIVE WEALTH ADVISORS LLC | 28.89K | Jun 30, 26 | -4.25K | 0.07% |
| Rehmann Capital Advisory Group | 28.60K | Jun 30, 26 | +17 | 0.07% |
| Stonebridge Wealth Management, LLC | 27.75K | Jun 30, 26 | -1.64K | 0.07% |
| Diversify Advisory Services, LLC | 27.65K | Jun 30, 26 | +27.65K | 0.07% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 27.65K | Jun 30, 26 | -1.74K | 0.07% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 26.21K | Jun 30, 26 | -4.24K | 0.06% |
| GOLDMAN SACHS GROUP INC | 25.65K | Jun 30, 26 | +25.65K | 0.06% |
| United Advisor Group, LLC | 24.99K | Jun 30, 26 | -1.39K | 0.06% |
| Stratos Wealth Partners, LTD. | 24.90K | Jun 30, 26 | -633 | 0.06% |
| Brookstone Capital Management | 24.62K | Jun 30, 26 | +4.85K | 0.06% |
| Geneos Wealth Management Inc. | 24.62K | Jun 30, 26 | +1.32K | 0.06% |
| SUMMIT WEALTH GROUP LLC / CO | 24.54K | Jun 30, 26 | +5.67K | 0.06% |
| Sanctuary Advisors, LLC | 24.20K | Jun 30, 26 | -1.61K | 0.06% |
| J.W. COLE ADVISORS, INC. | 24.15K | Jun 30, 26 | +61 | 0.06% |
| DRIVE WEALTH MANAGEMENT, LLC | 23.14K | Jun 30, 26 | -3.45K | 0.06% |
| COZAD ASSET MANAGEMENT INC | 23.07K | Jun 30, 26 | +61 | 0.06% |
| NWAM LLC | 23.06K | Jun 30, 26 | +172 | 0.06% |
| MISSION WEALTH MANAGEMENT, LP | 22.19K | Jun 30, 26 | +22.19K | 0.05% |
| Sloy Dahl & Holst, LLC | 21.36K | Jun 30, 26 | -58 | 0.05% |
| First Heartland Consultants, Inc. | 21.21K | Jun 30, 26 | +936 | 0.05% |
| Jacobi Capital Management LLC | 20.93K | Jun 30, 26 | +277 | 0.05% |
| NORTHSTAR ASSET MANAGEMENT LLC | 20.86K | Jun 30, 26 | +20.86K | 0.05% |
| Redhawk Wealth Advisors, Inc. | 20.37K | Jun 30, 26 | -10.55K | 0.05% |
| Prospera Financial Services Inc | 19.98K | Jun 30, 26 | -83 | 0.05% |
| DENVER WEALTH MANAGEMENT, INC. | 19.91K | Jun 30, 26 | -83 | 0.05% |
| SageView Advisory Group, LLC | 19.76K | Jun 30, 26 | +19.76K | 0.05% |
| TopTier Wealth Management, LLC | 18.33K | Jun 30, 26 | -157 | 0.04% |
| TITLEIST ASSET MANAGEMENT, LLC | 17.58K | Jun 30, 26 | -120 | 0.04% |
| PFG Advisors | 16.86K | Jun 30, 26 | -26.55K | 0.04% |
| Cordatus Wealth Management LLC | 16.82K | Jun 30, 26 | -84 | 0.04% |
| Integrated Wealth Concepts LLC | 16.13K | Jun 30, 26 | +16.13K | 0.04% |
| Capital Advisors, Ltd. LLC | 15.33K | Jun 30, 26 | -424 | 0.04% |
| Wealthcare Advisory Partners LLC | 15.30K | Jun 30, 26 | +4.05K | 0.04% |
| PURSUIT WEALTH STRATEGIES, LLC | 14.93K | Jun 30, 26 | -27.14K | 0.04% |
| Colorado Capital Management, Inc. | 14.91K | Jun 30, 26 | -56 | 0.04% |
| CAPITAL PERFORMANCE ADVISORS LLP | 14.37K | Jun 30, 26 | +182 | 0.03% |
| FIDUCIARY FINANCIAL ADVISORS | 14.20K | Jun 30, 26 | +14.20K | 0.03% |
| INSIGHT 2811, INC. | 13.22K | Jun 30, 26 | -- | 0.03% |
| PARK AVENUE SECURITIES LLC | 12.53K | Jun 30, 26 | +446 | 0.03% |
| IHT Wealth Management, LLC | 11.29K | Jun 30, 26 | +271 | 0.03% |
| Equitable Holdings, Inc. | 11.00K | Jun 30, 26 | -6.96K | 0.03% |
| Avestar Capital, LLC | 10.81K | Jun 30, 26 | -122 | 0.03% |
| Steward Partners Investment Advisory, LLC | 10.72K | Jun 30, 26 | -164.05K | 0.03% |
| WORLD EQUITY GROUP, INC. | 10.71K | Jun 30, 26 | +701 | 0.03% |
| FMR LLC | 10.59K | Jun 30, 26 | +726 | 0.03% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.20K | Jun 30, 26 | -14.47K | 0.02% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 10.00K | Jun 30, 26 | -- | 0.02% |
| Centerpoint Advisory Group | 9.93K | Jun 30, 26 | -20 | 0.02% |
| Parallel Advisors, LLC | 9.64K | Jun 30, 26 | -703 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.38K | Jun 30, 26 | -396.17K | 0.02% |
| MAI Capital Management | 8.77K | Jun 30, 26 | +2.52K | 0.02% |
| Strategic Family Wealth Counselors, L.L.C. | 8.58K | Jun 30, 26 | +8 | 0.02% |
| YANKCOM Partnership | 8.40K | Jun 30, 26 | -- | 0.02% |
| MTM Investment Management, LLC | 8.01K | Jun 30, 26 | -- | 0.02% |
| SRS Capital Advisors, Inc. | 7.92K | Jun 30, 26 | +7.83K | 0.02% |
| HighTower Advisors, LLC | 7.65K | Jun 30, 26 | +1.09K | 0.02% |
| HB Wealth Management, LLC | 7.50K | Jun 30, 26 | +7.50K | 0.02% |
| FIFTH THIRD BANCORP | 7.27K | Jun 30, 26 | -245 | 0.02% |
| TRUIST FINANCIAL CORP | 7.25K | Jun 30, 26 | -164 | 0.02% |
| QTR Family Wealth, LLC | 7.24K | Jun 30, 26 | +30 | 0.02% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7.07K | Jun 30, 26 | +205 | 0.02% |
| WILLNER & HELLER, LLC | 7.05K | Jun 30, 26 | +101 | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 6.97K | Jun 30, 26 | +6.97K | 0.02% |
| FORONJY FINANCIAL LLC | 6.89K | Jun 30, 26 | -91 | 0.02% |
| Clark Asset Management, LLC | 6.68K | Jun 30, 26 | -- | 0.02% |
| PFG Investments, LLC | 6.57K | Jun 30, 26 | +82 | 0.02% |
| Astoria Portfolio Advisors LLC. | 6.56K | Jun 30, 26 | -178 | 0.02% |
| Insight Advisors, LLC/ PA | 6.53K | Jun 30, 26 | -871 | 0.02% |
| NORTHERN TRUST CORP | 6.43K | Jun 30, 26 | -276 | 0.02% |
| Cerity Partners LLC | 6.40K | Jun 30, 26 | -168 | 0.02% |
| Bogart Wealth, LLC | 6.38K | Jun 30, 26 | +3 | 0.02% |
| Cardinal Point Capital Management, ULC | 6.35K | Jun 30, 26 | -- | 0.02% |
| Ifrah Financial Services, Inc. | 6.34K | Jun 30, 26 | -23 | 0.02% |
| Montis Financial, LLC | 6.11K | Jun 30, 26 | -11 | 0.01% |
| Resources Investment Advisors, LLC. | 5.69K | Jun 30, 26 | +5.69K | 0.01% |
| BFSG, LLC | 5.66K | Jun 30, 26 | -- | 0.01% |
| Facet Wealth, Inc. | 5.62K | Jun 30, 26 | +5.62K | 0.01% |
| Aspen Investment Management Inc | 5.50K | Jun 30, 26 | -150 | 0.01% |
| Beacon Pointe Advisors, LLC | 5.48K | Jun 30, 26 | -- | 0.01% |
| Atria Investments, Inc | 5.35K | Jun 30, 26 | -2.64K | 0.01% |
| Amplius Wealth Advisors, LLC | 5.18K | Jun 30, 26 | -- | 0.01% |
| StoneX Group Inc. | 5.08K | Jun 30, 26 | +5.08K | 0.01% |
| Essex Financial Services, Inc. | 5.00K | Jun 30, 26 | -- | 0.01% |
| SEI INVESTMENTS CO | 4.84K | Jun 30, 26 | -- | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.77K | Jun 30, 26 | -- | 0.01% |
| Bison Wealth, LLC | 4.63K | Jun 30, 26 | +60 | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 4.63K | Jun 30, 26 | -- | 0.01% |
| Family Investment Center, Inc. | 4.60K | Jun 30, 26 | -479 | 0.01% |
| Koshinski Asset Management, Inc. | 4.57K | Jun 30, 26 | -166 | 0.01% |
| Garden State Investment Advisory Services LLC | 4.43K | Jun 30, 26 | +2 | 0.01% |
| Signature Equity Partners, LLC | 4.13K | Jun 30, 26 | +387 | 0.01% |
| Clearstead Advisors, LLC | 4.11K | Jun 30, 26 | +2 | 0.01% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4.01K | Jun 30, 26 | -- | 0.01% |
| Apollon Wealth Management, LLC | 4.00K | Jun 30, 26 | -650 | 0.01% |
| EP Wealth Advisors, LLC | 3.68K | Jun 30, 26 | +3.68K | 0.01% |
| ASSETMARK, INC | 3.38K | Jun 30, 26 | +71 | 0.01% |
| AlphaCore Capital LLC | 3.30K | Jun 30, 26 | -42 | 0.01% |
| Medallion Wealth Advisors, LLC | 3.28K | Jun 30, 26 | -- | 0.01% |
| FIRST FINANCIAL CORP /IN/ | 3.25K | Jun 30, 26 | -- | 0.01% |
| DiNuzzo Private Wealth, Inc. | 3.09K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Bancorp, Inc. | 3.08K | Jun 30, 26 | -- | 0.01% |
| Versant Capital Management, Inc | 3.06K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 2.98K | Jun 30, 26 | -587 | 0.01% |
| Key Capital Management, INC | 2.91K | Jun 30, 26 | +2.91K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.78K | Jun 30, 26 | -357 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.67K | Jun 30, 26 | -- | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.54K | Jun 30, 26 | -439 | 0.01% |
| NBC SECURITIES, INC. | 2.05K | Jun 30, 26 | -30 | 0.00% |
| IAG Wealth Partners, LLC | 1.97K | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 1.56K | Jun 30, 26 | -- | 0.00% |
| GLENMEDE TRUST CO NA | 1.53K | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1.49K | Jun 30, 26 | +350 | 0.00% |
| MeadowBrook Investment Advisors LLC | 1.38K | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.34K | Jun 30, 26 | +1.34K | 0.00% |
| CoreCap Advisors, LLC | 1.23K | Jun 30, 26 | -602 | 0.00% |
| JNBA Financial Advisors | 910 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 893 | Jun 30, 26 | +5 | 0.00% |
| BESSEMER GROUP INC | 878 | Jun 30, 26 | -320 | 0.00% |
| TD Capital Management LLC | 877 | Jun 30, 26 | +12 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 778 | Jun 30, 26 | +778 | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 750 | Jun 30, 26 | -- | 0.00% |
| Markowski Investments | 670 | Jun 30, 26 | +670 | 0.00% |
| BANK OF MONTREAL /CAN/ | 602 | Jun 30, 26 | +4 | 0.00% |
| Glen Eagle Advisors, LLC | 572 | Jun 30, 26 | +4 | 0.00% |
| Hurley Capital, LLC | 481 | Jun 30, 26 | +6 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 456 | Jun 30, 26 | -- | 0.00% |
| Accordant Advisory Group Inc | 439 | Jun 30, 26 | -1 | 0.00% |
| BARRETT & COMPANY, INC. | 342 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 338 | Jun 30, 26 | +64 | 0.00% |
| Indiana Trust & Investment Management CO | 320 | Jun 30, 26 | -289 | 0.00% |
| CITIGROUP INC | 261 | Jun 30, 26 | -6.28K | 0.00% |
| Smartleaf Asset Management LLC | 254 | Jun 30, 26 | -- | 0.00% |
| General Partner, Inc. | 225 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 193 | Jun 30, 26 | -- | 0.00% |
| Cheviot Value Management, LLC | 116 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 100 | Jun 30, 26 | -- | 0.00% |
| Operose Advisors LLC | 99 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 90 | Jun 30, 26 | +90 | 0.00% |
| Pflug Koory, LLC | 69 | Jun 30, 26 | +1 | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 67 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 35 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 24 | Jun 30, 26 | -- | 0.00% |
| Financial Gravity Companies, Inc. | 7 | Jun 30, 26 | +7 | 0.00% |
| VANGUARD ADVISERS INC | 1 | Jun 30, 26 | -28 | 0.00% |
| KMG FIDUCIARY PARTNERS, LLC | -- | Jun 30, 26 | -22.99K | -- |
| Herold Advisors, Inc. | -- | Jun 30, 26 | -5.15K | -- |
| SAGESPRING WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -4.90K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -265 | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -7.45K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.32K | -- |
| RHUMBLINE ADVISERS | -- | Jun 30, 26 | -74.47K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -3 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -208.93K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -502 | -- |
| BAYBAN | -- | Jun 30, 26 | -70 | -- |
| Kraft, Davis & Associates, LLC | -- | Jun 30, 26 | -4.08K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -194.19K | -- |
| MATHER GROUP, LLC. | -- | Jun 30, 26 | -344 | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -9.76K | -- |
| Alchemi Wealth, LLC | -- | Jun 30, 26 | -7.45K | -- |
| LongView Wealth Management | -- | Jun 30, 26 | -7.50K | -- |
| TOUNJIAN ADVISORY PARTNERS, LLC | -- | Jun 30, 26 | -44.58K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -65.39K | -- |
| Mosley Wealth Management | -- | Jun 30, 26 | -27 | -- |
| Mount Yale Investment Advisors, LLC | -- | Jun 30, 26 | -72.67K | -- |
| North Star Investment Management Corp. | -- | Jun 30, 26 | -607 | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -69 | -- |
| Elevated Capital Advisors, LLC | -- | Jun 30, 26 | -191 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -6.35K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -10.78K | -- |
| Visionary Wealth Advisors | -- | Jun 30, 26 | -4.53K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -224 | -- |
| Vestmark Advisory Solutions, Inc. | -- | Jun 30, 26 | -72.09K | -- |
| U.S. Capital Wealth Advisors, LLC | 7.75K | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 3.60K | Mar 31, 26 | -147 | 0.01% |
| Financial Gravity Asset Management, Inc. | 501 | Mar 31, 26 | +7 | 0.00% |
| Sunbelt Securities, Inc. | 220 | Mar 31, 26 | +1 | 0.00% |
| GPS Wealth Strategies Group, LLC | 38.65K | Dec 31, 25 | -112.48K | 0.09% |
| COMERICA BANK | 3.80K | Dec 31, 25 | -586 | 0.01% |
| New Millennium Group LLC | 1 | Dec 31, 25 | -- | 0.00% |
| AIFG Consultants Ltd. | -- | Dec 31, 25 | -19.62K | -- |
| O'Dell Group, LLC | 13.81K | Sep 30, 25 | +13.81K | 0.03% |
| SYNOVUS FINANCIAL CORP | 6.86K | Sep 30, 25 | +2.01K | 0.02% |
| L.M. KOHN & COMPANY | 6.75K | Sep 30, 25 | -175 | 0.02% |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -4.47K | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -95.78K | -- |
| Congress Wealth Management LLC / DE / | 173.85K | Jun 30, 25 | -5.61K | 0.42% |
| Exchange Capital Management, Inc. | 77.67K | Jun 30, 25 | +9.94K | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 13.73K | Jun 30, 25 | -435 | 0.03% |
| Capital A Wealth Management, LLC | 2.96K | Jun 30, 25 | +2.96K | 0.01% |
| Iron Horse Wealth Management, LLC | 639 | Jun 30, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -17.27K | -- |
| Vista Wealth Management Group, LLC | 4.85K | Mar 31, 25 | +4.85K | 0.01% |
| Sandy Spring Bank | 25 | Mar 31, 25 | +25 | 0.00% |
| Grant/GrossMendelsohn, LLC | -- | Mar 31, 25 | -8.57K | -- |
| Kolinsky Wealth Management, LLC | 66.99K | Dec 31, 24 | -12.75K | 0.16% |
| Bison Wealth, LLC | 8.48K | Dec 31, 24 | -180 | 0.02% |
| WR Wealth Planners, LLC | 3.30K | Dec 31, 24 | -- | 0.01% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -87.87K | -- |
| Raymond James Financial Services Advisors, Inc. | 1.33M | Sep 30, 24 | +272.57K | 3.19% |
| RAYMOND JAMES & ASSOCIATES | 237.48K | Sep 30, 24 | +17.21K | 0.57% |
| Aspire Wealth Management Corp | 130.04K | Sep 30, 24 | -2.19K | 0.31% |
| VitalStone Financial, LLC | 26 | Sep 30, 24 | -124 | 0.00% |
| ICA Group Wealth Management, LLC | 855 | Jun 30, 24 | +107 | 0.00% |
| Cetera Advisors LLC | 159.27K | Mar 31, 24 | +115.04K | 0.38% |
| CALIBER WEALTH MANAGEMENT, LLC | 126.66K | Mar 31, 24 | +6.85K | 0.30% |
| Cetera Advisor Networks LLC | 105.33K | Mar 31, 24 | +5.29K | 0.25% |
| FOCUS FINANCIAL NETWORK INC /ADV | 40.13K | Dec 31, 23 | +40.13K | 0.10% |
| Simplicity Solutions, LLC | 12.16K | Dec 31, 23 | -190 | 0.03% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 7.89K | Dec 31, 23 | -- | 0.02% |
| PATHSTONE FAMILY OFFICE, LLC | 354.91K | Sep 30, 23 | +6.01K | 0.85% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 67.32K | Sep 30, 23 | -44.46K | 0.16% |
| COMERICA SECURITIES,INC. | 8.19K | Sep 30, 23 | +8.19K | 0.02% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -9.52K | -- |
| BMS Financial Advisors, LLC | 92.44K | Jun 30, 23 | +92.44K | 0.22% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -2.08K | -- |
| Cardinal Point Wealth Management Partners, LLC | 316.78K | Mar 31, 23 | +30.05K | 0.76% |
| TITLEIST ASSET MANAGEMENT, LTD. | 78.20K | Dec 31, 22 | +14.82K | 0.19% |
| Cribstone Capital Management, LLC | 27 | Dec 31, 22 | +1 | 0.00% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 94.82K | Sep 30, 22 | -6.86K | 0.23% |
| American Portfolios Advisors | 5.33K | Sep 30, 22 | -780 | 0.01% |
| Lake Point Wealth Management | 633.63K | Jun 30, 22 | -38.90K | 1.53% |
| Corbenic Partners LLC | 75.20K | Jun 30, 22 | -103.11K | 0.18% |
| KINGS POINT CAPITAL MANAGEMENT | -- | Mar 31, 22 | -631 | -- |
| NEXT Financial Group, Inc | 2.08K | Dec 31, 21 | +667 | 0.01% |
| Carroll Financial Associates, Inc. | 1.83K | Dec 31, 21 | -- | 0.00% |
| Ameritas Investment Company, LLC | 509.14K | Sep 30, 21 | +508.90K | 1.23% |
| Cardinal Point Wealth Management LLC | 237.09K | Sep 30, 21 | +4.71K | 0.57% |
| USCA RIA LLC | 8.13K | Jun 30, 21 | -- | 0.02% |
| OLD MISSION CAPITAL, LLC | 109.49K | Dec 31, 20 | +109.49K | 0.26% |
| Price Wealth, LLC | 126.15K | Sep 30, 20 | +8.15K | 0.30% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 8.40K | Sep 30, 20 | -431 | 0.02% |
| LifePlan Financial Group, Inc | 1.51K | Sep 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 19.16K | Dec 31, 19 | -11.46K | 0.05% |
| Advisor Group, Inc. | 1.55K | Dec 31, 19 | +1.09K | 0.00% |
| CXI Advisors | 401 | Dec 31, 19 | +401 | 0.00% |
| BB&T SECURITIES, LLC | 6.75K | Sep 30, 19 | -484 | 0.02% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 29.41K | Sep 30, 18 | +1.39K | 0.07% |
| Hefty Wealth Partners | 40.32K | Mar 31, 18 | +1.46K | 0.10% |
| Oak Point Wealth Management | 15.90K | Mar 31, 18 | +4.67K | 0.04% |
| BB&T INVESTMENT SERVICES, INC. | 5.16K | Dec 31, 17 | +1.12K | 0.01% |
| Jacobus Wealth Management, Inc. | 478.92K | Sep 30, 17 | +4.34K | 1.15% |
| Commonwealth Equity Services, Inc | 8.74K | Jun 30, 17 | -27 | 0.02% |
| WFG Advisors, LP | 200 | Jun 30, 17 | -- | 0.00% |
| PacWest Financial Management Inc | 227.90K | Dec 31, 16 | -9.96K | 0.55% |
| MSI Financial Services Inc | 7.32K | Dec 31, 16 | +51 | 0.02% |
| SOCIETE GENERALE | 178.28K | Jun 30, 16 | +178.28K | 0.43% |
| MANAGED ACCOUNT ADVISORS LLC | 128.91K | Jun 30, 15 | +128.91K | 0.31% |
| UBS AG | -- | Sep 30, 14 | -1.40K | -- |
