iShares MSCI Intl Momentum Factor ETF(IMTM)

$53.32—Stale · unknown old

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iShares MSCI Intl Momentum Factor ETF(IMTM)

NYSE • Last print unknown ago

$53.32—Stale · unknown old

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IMTM(IMTM)

IMTM

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Institutional Ownership

Top 313 Institutional Holders

Holder	Shares	Date	Change	% Held
MERCER GLOBAL ADVISORS INC /ADV	25.85M	Jun 30, 26	+1.84M	32.46%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.43M	Jun 30, 26	+1.45M	16.86%
RITHOLTZ WEALTH MANAGEMENT	1.83M	Jun 30, 26	+102.55K	2.29%
MORGAN STANLEY	1.55M	Jun 30, 26	+103.21K	1.95%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.17M	Jun 30, 26	+63.52K	1.46%
Symmetry Partners, LLC	948.59K	Jun 30, 26	+30.36K	1.19%
AMERIPRISE FINANCIAL INC	764.00K	Jun 30, 26	+91.83K	0.96%
FMR LLC	755.70K	Jun 30, 26	+58.99K	0.95%
BANK OF AMERICA CORP /DE/	743.85K	Jun 30, 26	+11.63K	0.93%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	733.64K	Jun 30, 26	-16.03K	0.92%
Sixth Street Partners Management Company, L.P.	733.64K	Jun 30, 26	+733.64K	0.92%
ENVESTNET ASSET MANAGEMENT INC	672.51K	Jun 30, 26	+66.60K	0.84%
Mariner, LLC	665.14K	Jun 30, 26	+45.68K	0.84%
UBS Group AG	659.02K	Jun 30, 26	+56.49K	0.83%
Acropolis Investment Management, LLC	640.21K	Jun 30, 26	+7.09K	0.80%
GREAT VALLEY ADVISOR GROUP, INC.	548.46K	Jun 30, 26	+71.63K	0.69%
Janney Montgomery Scott LLC	484.70K	Jun 30, 26	+5.86K	0.61%
Shore Point Advisors, LLC	483.29K	Jun 30, 26	+29.98K	0.61%
Armbruster Capital Management, Inc.	460.39K	Jun 30, 26	+7.46K	0.58%
LPL Financial LLC	457.81K	Jun 30, 26	+54.51K	0.57%
Kathmere Capital Management, LLC	455.63K	Jun 30, 26	+22.15K	0.57%
PEAPACK GLADSTONE FINANCIAL CORP	369.83K	Jun 30, 26	+134.90K	0.46%
ATLAS CAPITAL ADVISORS LLC	324.36K	Jun 30, 26	+67.68K	0.41%
AdvisorShares Investments LLC	323.59K	Jun 30, 26	-9.50K	0.41%
CABOT WEALTH MANAGEMENT INC	322.96K	Jun 30, 26	+7.76K	0.41%
Venture Visionary Partners LLC	311.13K	Jun 30, 26	+19.97K	0.39%
Straight Path Wealth Management	298.74K	Jun 30, 26	+3.80K	0.38%
Family Capital Trust Co	269.90K	Jun 30, 26	-77	0.34%
Vise Technologies, Inc.	268.57K	Jun 30, 26	+48.39K	0.34%
MML INVESTORS SERVICES, LLC	267.30K	Jun 30, 26	+46.48K	0.34%
Focus Financial Network, Inc.	264.35K	Jun 30, 26	+4.93K	0.33%
Financial Partners Group, Inc	253.75K	Jun 30, 26	+46.58K	0.32%
ADVISOR GROUP HOLDINGS, INC.	235.12K	Jun 30, 26	+21.45K	0.30%
ATWOOD & PALMER INC	224.81K	Jun 30, 26	-3.90K	0.28%
Apella Capital, LLC	215.00K	Jun 30, 26	-6.97K	0.27%
Solano Wealth Investment Advisors LLC	209.76K	Jun 30, 26	+581	0.26%
Sequoia Financial Advisors, LLC	199.96K	Jun 30, 26	-1.13K	0.25%
Archvest Wealth Advisors, Inc.	183.96K	Jun 30, 26	-1.03K	0.23%
BlackRock, Inc.	174.50K	Jun 30, 26	-130.99K	0.22%
CGC Financial Services, LLC	173.30K	Jun 30, 26	-2.70K	0.22%
Wealth Enhancement Trust Services, Inc.	169.52K	Jun 30, 26	+22.82K	0.21%
Cetera Investment Advisers	160.36K	Jun 30, 26	-1.36K	0.20%
Venturi Wealth Management, LLC	157.49K	Jun 30, 26	+13.78K	0.20%
Alexis Investment Partners, LLC	146.99K	Jun 30, 26	-48.05K	0.18%
EP Wealth Advisors, LLC	135.47K	Jun 30, 26	+128.44K	0.17%
Occidental Asset Management, LLC	128.61K	Jun 30, 26	+7.33K	0.16%
ROYAL BANK OF CANADA	123.52K	Jun 30, 26	-208.13K	0.16%
Financial Freedom, LLC	123.50K	Jun 30, 26	-6.92K	0.16%
Fifth Third Wealth Advisors LLC	119.30K	Jun 30, 26	+119.30K	0.15%
Veridan Wealth LLC	118.75K	Jun 30, 26	+4.79K	0.15%
Tacita Capital Inc	110.75K	Jun 30, 26	+1.18K	0.14%
Segment Wealth Management, LLC	109.11K	Jun 30, 26	-100.51K	0.14%
Impact Capital Partners LLC	108.50K	Jun 30, 26	+4.18K	0.14%
RHS Financial, LLC	106.31K	Jun 30, 26	+27.70K	0.13%
Atria Investments, Inc	103.37K	Jun 30, 26	+1.10K	0.13%
Rollins Financial Advisors, LLC	100.32K	Jun 30, 26	+43.77K	0.13%
JPMORGAN CHASE & CO	96.83K	Jun 30, 26	-29.52K	0.12%
Unison Advisors LLC	93.35K	Jun 30, 26	+3.48K	0.12%
Independent Solutions Wealth Management, LLC	90.72K	Jun 30, 26	+7.66K	0.11%
Capital Investment Advisory Services, LLC	90.36K	Jun 30, 26	+17.90K	0.11%
TD PRIVATE CLIENT WEALTH LLC	89.93K	Jun 30, 26	+61.06K	0.11%
VICTORY CAPITAL MANAGEMENT INC	87.49K	Jun 30, 26	--	0.11%
Meredith Wealth Planning	86.86K	Jun 30, 26	+376	0.11%
SHUFRO ROSE & CO LLC	85.27K	Jun 30, 26	-443	0.11%
FAS Wealth Partners, Inc.	84.64K	Jun 30, 26	+188	0.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	81.43K	Jun 30, 26	+8.28K	0.10%
1900 WEALTH MANAGEMENT LLC	80.31K	Jun 30, 26	+84	0.10%
Nuveen, LLC	79.67K	Jun 30, 26	+79.67K	0.10%
NorthCrest Asset Manangement, LLC	76.66K	Jun 30, 26	+15.41K	0.10%
Stratos Wealth Advisors, LLC	69.56K	Jun 30, 26	+2.03K	0.09%
AQR CAPITAL MANAGEMENT LLC	68.53K	Jun 30, 26	-2.22K	0.09%
CAPTRUST FINANCIAL ADVISORS	67.26K	Jun 30, 26	+8.64K	0.08%
Betterment LLC	66.46K	Jun 30, 26	+1.63K	0.08%
Savvy Advisors, Inc.	61.33K	Jun 30, 26	+350	0.08%
IFP Advisors, Inc	59.20K	Jun 30, 26	+3.94K	0.07%
Cambridge Investment Research Advisors, Inc.	59.04K	Jun 30, 26	+17.44K	0.07%
COLUMBIA ADVISORY PARTNERS LLC	58.02K	Jun 30, 26	+1.75K	0.07%
RAYMOND JAMES FINANCIAL INC	57.82K	Jun 30, 26	+7.53K	0.07%
NewEdge Advisors, LLC	56.31K	Jun 30, 26	-45.20K	0.07%
MorganRosel Wealth Management, LLC	55.05K	Jun 30, 26	+5.54K	0.07%
Columbus Macro, LLC	52.53K	Jun 30, 26	+520	0.07%
Buckingham Strategic Partners	52.33K	Jun 30, 26	+3.11K	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	51.92K	Jun 30, 26	-3.04K	0.07%
DOPKINS WEALTH MANAGEMENT, LLC	49.39K	Jun 30, 26	+168	0.06%
Crusonia Wealth Advisors LLC	49.04K	Jun 30, 26	+16.75K	0.06%
STIFEL FINANCIAL CORP	48.67K	Jun 30, 26	+9.26K	0.06%
Equitable Holdings, Inc.	48.48K	Jun 30, 26	-1.01K	0.06%
INSIGNEO ADVISORY SERVICES, LLC	48.41K	Jun 30, 26	+30.81K	0.06%
Private Advisor Group, LLC	46.83K	Jun 30, 26	+13.94K	0.06%
NATIONAL BANK OF CANADA /FI/	46.44K	Jun 30, 26	-678	0.06%
TRUIST FINANCIAL CORP	43.50K	Jun 30, 26	+969	0.05%
Quantinno Capital Management LP	43.26K	Jun 30, 26	+11.35K	0.05%
Brickley Wealth Management	41.59K	Jun 30, 26	+973	0.05%
Professional Financial Advisors, LLC	40.92K	Jun 30, 26	+1.93K	0.05%
WEST MICHIGAN ADVISORS, LLC	40.86K	Jun 30, 26	+5.43K	0.05%
IEQ CAPITAL, LLC	38.02K	Jun 30, 26	+1.44K	0.05%
Glass Jacobson Investment Advisors llc	37.03K	Jun 30, 26	+7.47K	0.05%
Klaas Financial Asset Advisors, LLC	34.23K	Jun 30, 26	-1.33K	0.04%
Valued Retirements, Inc.	33.64K	Jun 30, 26	-448	0.04%
Southland Equity Partners LLC	31.81K	Jun 30, 26	-985	0.04%
Ashton Thomas Private Wealth, LLC	26.87K	Jun 30, 26	-7.23K	0.03%
GOLDMAN SACHS GROUP INC	26.76K	Jun 30, 26	+10.41K	0.03%
Kestra Advisory Services, LLC	25.78K	Jun 30, 26	+4.20K	0.03%
G&S Capital LLC	23.52K	Jun 30, 26	+624	0.03%
EFG International AG	23.14K	Jun 30, 26	+4.20K	0.03%
McCartney Wealth Management LLC	21.98K	Jun 30, 26	-3	0.03%
MISSION WEALTH MANAGEMENT, LP	21.76K	Jun 30, 26	-9.43K	0.03%
BROWN ADVISORY INC	21.67K	Jun 30, 26	--	0.03%
Callan Family Office, LLC	20.98K	Jun 30, 26	--	0.03%
Colony Group, LLC	20.11K	Jun 30, 26	+1.61K	0.03%
Simplicity Wealth,LLC	20.10K	Jun 30, 26	-18.24K	0.03%
FIFTH THIRD SECURITIES, INC.	19.17K	Jun 30, 26	-1.13K	0.02%
Meridian Wealth Management, LLC	19.05K	Jun 30, 26	+10.51K	0.02%
Rockefeller Capital Management L.P.	17.72K	Jun 30, 26	-3.64K	0.02%
Creative Planning	17.40K	Jun 30, 26	+380	0.02%
COWA, LLC	16.39K	Jun 30, 26	-433	0.02%
Ariadne Wealth Management, LP	16.18K	Jun 30, 26	-1.74K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.38K	Jun 30, 26	-346	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	15.33K	Jun 30, 26	-580	0.02%
IMA Wealth, Inc.	14.87K	Jun 30, 26	+14.87K	0.02%
WORLD EQUITY GROUP, INC.	14.52K	Jun 30, 26	+138	0.02%
GREAT OAK CAPITAL PARTNERS, LLC	14.46K	Jun 30, 26	+29	0.02%
CAPITAL ADVISORS INC/OK	14.37K	Jun 30, 26	-25	0.02%
WILLIAM JOHN SEMPOLINSKI	13.70K	Jun 30, 26	-40	0.02%
Pine Valley Investments Ltd Liability Co	13.57K	Jun 30, 26	-103	0.02%
Finward Bancorp	13.41K	Jun 30, 26	+13.41K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13.38K	Jun 30, 26	+202	0.02%
Kiker Wealth Management, LLC	13.28K	Jun 30, 26	-163	0.02%
Advisory Alpha, LLC	13.00K	Jun 30, 26	--	0.02%
Virtus Family Office LLC	12.98K	Jun 30, 26	+2.94K	0.02%
Cerity Partners LLC	12.77K	Jun 30, 26	-2.74K	0.02%
NBC SECURITIES, INC.	12.38K	Jun 30, 26	+4.18K	0.02%
Ackerman Capital Advisors, LLC	12.19K	Jun 30, 26	--	0.02%
Bell Investment Advisors, Inc	12.14K	Jun 30, 26	-7.84K	0.02%
Strategic Blueprint, LLC	11.43K	Jun 30, 26	-19	0.01%
HighTower Advisors, LLC	11.32K	Jun 30, 26	-520	0.01%
Brand Asset Management Group, Inc.	10.84K	Jun 30, 26	+10.84K	0.01%
Hyundai Investments Co., Ltd.	10.75K	Jun 30, 26	+6.41K	0.01%
Fortune Financial Advisors, LLC	10.69K	Jun 30, 26	+1.89K	0.01%
Advisory Services Network, LLC	10.63K	Jun 30, 26	-1.25K	0.01%
Seed Wealth Management, Inc.	9.90K	Jun 30, 26	--	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	9.62K	Jun 30, 26	+3.72K	0.01%
Summit Trail Advisors, LLC	9.15K	Jun 30, 26	+2.35K	0.01%
Planning Strategies Inc.	9.13K	Jun 30, 26	+9.13K	0.01%
SWEENEY & MICHEL, LLC	9.08K	Jun 30, 26	+287	0.01%
LexAurum Advisors, LLC	9.06K	Jun 30, 26	--	0.01%
Caprock Group, LLC	8.56K	Jun 30, 26	-4	0.01%
Prime Capital Investment Advisors, LLC	8.46K	Jun 30, 26	-51	0.01%
FIFTH THIRD BANCORP	7.93K	Jun 30, 26	+70	0.01%
Wealthspire Advisors, LLC	7.88K	Jun 30, 26	+7.88K	0.01%
M&T BANK CORP	7.64K	Jun 30, 26	--	0.01%
Gladstone Institutional Advisory LLC	7.26K	Jun 30, 26	+247	0.01%
Oregon Pacific Wealth Management, LLC	7.17K	Jun 30, 26	-288	0.01%
Cresset Asset Management, LLC	7.16K	Jun 30, 26	+2.72K	0.01%
Mission Financial Group, LLC	6.96K	Jun 30, 26	+6.96K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	6.79K	Jun 30, 26	+6.79K	0.01%
Wingate Wealth Advisors, Inc.	6.52K	Jun 30, 26	--	0.01%
US BANCORP \DE\	6.35K	Jun 30, 26	--	0.01%
WealthCare Investment Partners, LLC	6.34K	Jun 30, 26	+70	0.01%
ALESCO ADVISORS LLC	6.33K	Jun 30, 26	--	0.01%
GUERRA PAN ADVISORS, LLC	6.29K	Jun 30, 26	--	0.01%
Lodestone Wealth Management LLC	6.19K	Jun 30, 26	-67	0.01%
Atomi Financial Group, Inc.	5.84K	Jun 30, 26	+8	0.01%
TKG Advisors, LLC	5.84K	Jun 30, 26	+128	0.01%
Weaver Consulting Group	5.80K	Jun 30, 26	--	0.01%
CI Private Wealth, LLC	5.71K	Jun 30, 26	+5.71K	0.01%
Evergreen Wealth Solutions, LLC	5.45K	Jun 30, 26	+5.45K	0.01%
PRINCIPAL SECURITIES, INC.	5.36K	Jun 30, 26	+50	0.01%
Delos Wealth Advisors, LLC	5.33K	Jun 30, 26	--	0.01%
Soltis Investment Advisors LLC	5.09K	Jun 30, 26	--	0.01%
ADE, LLC	5.03K	Jun 30, 26	-1.07K	0.01%
Astoria Portfolio Advisors LLC.	4.86K	Jun 30, 26	+737	0.01%
Summit Financial, LLC	4.64K	Jun 30, 26	+41	0.01%
Savant Capital, LLC	4.50K	Jun 30, 26	+4.50K	0.01%
Kuhn & Co Investment Counsel	4.33K	Jun 30, 26	--	0.01%
LAZARI CAPITAL MANAGEMENT, INC.	4.27K	Jun 30, 26	--	0.01%
OPPENHEIMER & CO INC	4.13K	Jun 30, 26	+4.13K	0.01%
Polaris Investment Advisors, LLC	4.05K	Jun 30, 26	+4.05K	0.01%
Breakwater Capital Group	4.00K	Jun 30, 26	+4.00K	0.01%
Facet Wealth, Inc.	3.83K	Jun 30, 26	+3.83K	0.00%
AE Wealth Management LLC	3.13K	Jun 30, 26	+499	0.00%
Smithfield Trust Co	3.07K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	2.90K	Jun 30, 26	--	0.00%
Portfolio Resources Advisor Group, Inc.	2.63K	Jun 30, 26	--	0.00%
Beaird Harris Wealth Management, LLC	2.52K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	2.35K	Jun 30, 26	-130	0.00%
Farther Finance Advisors, LLC	2.24K	Jun 30, 26	-3.26K	0.00%
FWL INVESTMENT MANAGEMENT, LLC	2.12K	Jun 30, 26	--	0.00%
UMB Bank, n.a.	2.10K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	1.75K	Jun 30, 26	--	0.00%
MOTCO	1.51K	Jun 30, 26	-417	0.00%
WELLS FARGO & COMPANY/MN	1.20K	Jun 30, 26	+266	0.00%
American Capital Advisory, LLC	1.11K	Jun 30, 26	-360	0.00%
Plante Moran Financial Advisors, LLC	1.11K	Jun 30, 26	+1.11K	0.00%
SouthState Corp	1.11K	Jun 30, 26	-188	0.00%
Allworth Financial LP	997	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	854	Jun 30, 26	--	0.00%
Sankala Group LLC	851	Jun 30, 26	-458	0.00%
CX Institutional	755	Jun 30, 26	-756	0.00%
ROTHSCHILD INVESTMENT LLC	671	Jun 30, 26	--	0.00%
Key FInancial Inc	657	Jun 30, 26	+657	0.00%
Turtle Creek Wealth Advisors, LLC	650	Jun 30, 26	--	0.00%
ASSETMARK, INC	571	Jun 30, 26	-402	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	558	Jun 30, 26	-1.48K	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	532	Jun 30, 26	+532	0.00%
SRS Capital Advisors, Inc.	501	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	501	Jun 30, 26	+501	0.00%
Bogart Wealth, LLC	465	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	418	Jun 30, 26	-496	0.00%
Fairway Wealth LLC	417	Jun 30, 26	+417	0.00%
Oakworth Capital, Inc.	410	Jun 30, 26	+410	0.00%
Aptus Capital Advisors, LLC	335	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	330	Jun 30, 26	+330	0.00%
Medallion Wealth Advisors, LLC	295	Jun 30, 26	-24.20K	0.00%
Capital Analysts, LLC	242	Jun 30, 26	--	0.00%
Cranbrook Wealth Management, LLC	234	Jun 30, 26	+234	0.00%
FIDUCIARY FINANCIAL ADVISORS	231	Jun 30, 26	+231	0.00%
Russell Investments Group, Ltd.	199	Jun 30, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	186	Jun 30, 26	+3	0.00%
CVA Family Office, LLC	166	Jun 30, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	138	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	137	Jun 30, 26	-187	0.00%
GILL CAPITAL PARTNERS, LLC	130	Jun 30, 26	+130	0.00%
MATHER GROUP, LLC.	128	Jun 30, 26	--	0.00%
Owl Creek Wealth Partners LLC	126	Jun 30, 26	+2	0.00%
VIMA LLC	99	Jun 30, 26	+99	0.00%
HANTZ FINANCIAL SERVICES, INC.	86	Jun 30, 26	+86	0.00%
SIMPLEX TRADING, LLC	84	Jun 30, 26	+55	0.00%
IFG Advisory, LLC	81	Jun 30, 26	+81	0.00%
Triumph Capital Management	75	Jun 30, 26	+75	0.00%
Pacific Center for Financial Services	63	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	50	Jun 30, 26	+50	0.00%
Essential Investment Partners LLC	28	Jun 30, 26	--	0.00%
IMG Wealth Management, Inc.	24	Jun 30, 26	+24	0.00%
Cape Investment Advisory, Inc.	22	Jun 30, 26	+22	0.00%
City State Bank	18	Jun 30, 26	+18	0.00%
High Note Wealth, LLC	--	Jun 30, 26	-1.80K	--
Kovitz Investment Group Partners, LLC	--	Jun 30, 26	-5.76K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-12.48K	--
Willis Johnson & Associates, Inc.	--	Jun 30, 26	-4.25K	--
Snowden Capital Advisors LLC	--	Jun 30, 26	-8.00K	--
MARSHALL INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-188	--
Aprio Wealth Management, LLC	--	Jun 30, 26	-8.05K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Jun 30, 26	-10.80K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-243.55K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-11.55K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-229.43K	--
CLEAR INVESTMENT RESEARCH, LLC	--	Jun 30, 26	-636	--
TBH Global Asset Management, LLC	--	Jun 30, 26	-12.06K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-565	--
Heirloom Wealth Management	--	Jun 30, 26	-8.02K	--
Measured Wealth Private Client Group, LLC	--	Jun 30, 26	-496	--
Glassman Wealth Services	--	Jun 30, 26	-92	--
Arkadios Wealth Advisors	--	Jun 30, 26	-10.81K	--
MAI Capital Management	--	Jun 30, 26	-202	--
Western Wealth Management, LLC	--	Jun 30, 26	-577	--
CALDWELL SUTTER CAPITAL, INC.	--	Jun 30, 26	-10	--
TORONTO DOMINION BANK	--	Jun 30, 26	-1.23K	--
Root Financial Partners, LLC	--	Jun 30, 26	-508	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-2.26K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-7.41K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-55.28K	--
Opes Wealth Management LLC	127.49K	Mar 31, 26	-154	0.16%
Coordinated Financial Services, Inc.	14.99K	Mar 31, 26	--	0.02%
Skopos Labs, Inc.	5.36K	Mar 31, 26	+5.36K	0.01%
Parkside Financial Bank & Trust	405	Mar 31, 26	--	0.00%
CWM, LLC	299	Mar 31, 26	-528	0.00%
Sunbelt Securities, Inc.	105	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	--	Mar 31, 26	-125	--
New Millennium Group LLC	88.38K	Dec 31, 25	-1.55K	0.11%
Vantage Financial Partners, LLC	53.90K	Dec 31, 25	+2.06K	0.07%
COMERICA BANK	7.96K	Dec 31, 25	-6.33K	0.01%
O'Brien Wealth Partners LLC	4.83K	Dec 31, 25	+4.83K	0.01%
MGB Wealth Management, LLC	518	Dec 31, 25	+306	0.00%
CIBC Private Wealth Group, LLC	102	Dec 31, 25	+58	0.00%
Full Sail Capital, LLC	6.07K	Sep 30, 25	+6.07K	0.01%
Vishria Bird Financial Group, LLC	4.91K	Sep 30, 25	+4.91K	0.01%
Lion Street Advisors, LLC	--	Sep 30, 25	-5.21K	--
Benchmark Wealth Management, LLC	14.51K	Jun 30, 25	+4.71K	0.02%
Congress Wealth Management LLC / DE /	8.93K	Jun 30, 25	+8.93K	0.01%
Atria Wealth Solutions, Inc.	4.88K	Jun 30, 25	+4.88K	0.01%
Iron Horse Wealth Management, LLC	22	Jun 30, 25	--	0.00%
Sandy Spring Bank	8	Mar 31, 25	+8	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	15.11K	Dec 31, 24	+7.56K	0.02%
Householder Group Estate & Retirement Specialist, LLC	128	Dec 31, 24	+128	0.00%
SpiderRock Advisors, LLC	14.57K	Sep 30, 24	+1.88K	0.02%
Raymond James Financial Services Advisors, Inc.	11.11K	Sep 30, 24	-173	0.01%
RAYMOND JAMES & ASSOCIATES	--	Sep 30, 24	-337.76K	--
BlackRock Inc.	1.05M	Jun 30, 24	+5.92K	1.32%
BENJAMIN F. EDWARDS & COMPANY, INC.	119	Jun 30, 24	+119	0.00%
ICA Group Wealth Management, LLC	41	Jun 30, 24	+41	0.00%
Cetera Advisor Networks LLC	48.05K	Mar 31, 24	+48.05K	0.06%
Cetera Advisors LLC	21.10K	Mar 31, 24	+10.75K	0.03%
Adroit Compliance, LLC	540.20K	Dec 31, 23	+540.20K	0.68%
Resource Planning Group	32.48K	Dec 31, 23	+32.48K	0.04%
Simplicity Solutions, LLC	16.60K	Dec 31, 23	-898	0.02%
Steward Financial Group LLC	16.72K	Sep 30, 23	+16.72K	0.02%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-86	--
Sanford Advisory Services, LLC	19.10K	Dec 31, 22	+19.10K	0.02%
Covington Capital Management	1.90K	Sep 30, 22	--	0.00%
People's United Financial, Inc.	12.30K	Mar 31, 22	-11.03K	0.02%
QUEST CAPITAL MANAGEMENT INC /ADV	8.54K	Dec 31, 21	+8.54K	0.01%
REILLY FINANCIAL ADVISORS, LLC	198	Dec 31, 21	+198	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-657	--
MANAGED ACCOUNT SERVICES INC	50.65K	Sep 30, 21	-11.51K	0.06%
Allegiant Private Advisors, LLC	234.85K	Jun 30, 21	+57.08K	0.29%
3D ASSET MANAGEMENT, INC	11.87K	Sep 30, 20	-3.37K	0.01%
Advisor Group, Inc.	2.43K	Dec 31, 19	-1.33K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.05K	Dec 31, 19	-1.00K	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	1.02K	Sep 30, 18	+675	0.00%
Hefty Wealth Partners	225	Mar 31, 18	-27.20K	0.00%
Oak Point Wealth Management	--	Mar 31, 18	-7.89K	--
Spruce Investment Advisors LLC	78.04K	Dec 31, 17	-3.05K	0.10%

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

25.85M

Jun 30, 26

+1.84M

32.46%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.43M

Jun 30, 26

+1.45M

16.86%

RITHOLTZ WEALTH MANAGEMENT

1.83M

Jun 30, 26

+102.55K

2.29%

MORGAN STANLEY

1.55M

Jun 30, 26

+103.21K

1.95%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.17M

Jun 30, 26

+63.52K

1.46%

Symmetry Partners, LLC

948.59K

Jun 30, 26

+30.36K

1.19%

AMERIPRISE FINANCIAL INC

764.00K

Jun 30, 26

+91.83K

0.96%

FMR LLC

755.70K

Jun 30, 26

+58.99K

0.95%

BANK OF AMERICA CORP /DE/

743.85K

Jun 30, 26

+11.63K

0.93%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

733.64K

Jun 30, 26

-16.03K

0.92%

Sixth Street Partners Management Company, L.P.

733.64K

Jun 30, 26

+733.64K

0.92%

ENVESTNET ASSET MANAGEMENT INC

672.51K

Jun 30, 26

+66.60K

0.84%

Mariner, LLC

665.14K

Jun 30, 26

+45.68K

0.84%

UBS Group AG

659.02K

Jun 30, 26

+56.49K

0.83%

Acropolis Investment Management, LLC

640.21K

Jun 30, 26

+7.09K

0.80%

GREAT VALLEY ADVISOR GROUP, INC.

548.46K

Jun 30, 26

+71.63K

0.69%

Janney Montgomery Scott LLC

484.70K

Jun 30, 26

+5.86K

0.61%

Shore Point Advisors, LLC

483.29K

Jun 30, 26

+29.98K

0.61%

Armbruster Capital Management, Inc.

460.39K

Jun 30, 26

+7.46K

0.58%

LPL Financial LLC

457.81K

Jun 30, 26

+54.51K

0.57%

Kathmere Capital Management, LLC

455.63K

Jun 30, 26

+22.15K

0.57%

PEAPACK GLADSTONE FINANCIAL CORP

369.83K

Jun 30, 26

+134.90K

0.46%

ATLAS CAPITAL ADVISORS LLC

324.36K

Jun 30, 26

+67.68K

0.41%

AdvisorShares Investments LLC

323.59K

Jun 30, 26

-9.50K

0.41%

CABOT WEALTH MANAGEMENT INC

322.96K

Jun 30, 26

+7.76K

0.41%

Venture Visionary Partners LLC

311.13K

Jun 30, 26

+19.97K

0.39%

Straight Path Wealth Management

298.74K

Jun 30, 26

+3.80K

0.38%

Family Capital Trust Co

269.90K

Jun 30, 26

-77

0.34%

Vise Technologies, Inc.

268.57K

Jun 30, 26

+48.39K

0.34%

MML INVESTORS SERVICES, LLC

267.30K

Jun 30, 26

+46.48K

0.34%

Focus Financial Network, Inc.

264.35K

Jun 30, 26

+4.93K

0.33%

Financial Partners Group, Inc

253.75K

Jun 30, 26

+46.58K

0.32%

ADVISOR GROUP HOLDINGS, INC.

235.12K

Jun 30, 26

+21.45K

0.30%

ATWOOD & PALMER INC

224.81K

Jun 30, 26

-3.90K

0.28%

Apella Capital, LLC

215.00K

Jun 30, 26

-6.97K

0.27%

Solano Wealth Investment Advisors LLC

209.76K

Jun 30, 26

+581

0.26%

Sequoia Financial Advisors, LLC

199.96K

Jun 30, 26

-1.13K

0.25%

Archvest Wealth Advisors, Inc.

183.96K

Jun 30, 26

-1.03K

0.23%

BlackRock, Inc.

174.50K

Jun 30, 26

-130.99K

0.22%

CGC Financial Services, LLC

173.30K

Jun 30, 26

-2.70K

0.22%

Wealth Enhancement Trust Services, Inc.

169.52K

Jun 30, 26

+22.82K

0.21%

Cetera Investment Advisers

160.36K

Jun 30, 26

-1.36K

0.20%

Venturi Wealth Management, LLC

157.49K

Jun 30, 26

+13.78K

0.20%

Alexis Investment Partners, LLC

146.99K

Jun 30, 26

-48.05K

0.18%

EP Wealth Advisors, LLC

135.47K

Jun 30, 26

+128.44K

0.17%

Occidental Asset Management, LLC

128.61K

Jun 30, 26

+7.33K

0.16%

ROYAL BANK OF CANADA

123.52K

Jun 30, 26

-208.13K

0.16%

Financial Freedom, LLC

123.50K

Jun 30, 26

-6.92K

0.16%

Fifth Third Wealth Advisors LLC

119.30K

Jun 30, 26

+119.30K

0.15%

Veridan Wealth LLC

118.75K

Jun 30, 26

+4.79K

0.15%

Tacita Capital Inc

110.75K

Jun 30, 26

+1.18K

0.14%

Segment Wealth Management, LLC

109.11K

Jun 30, 26

-100.51K

0.14%

Impact Capital Partners LLC

108.50K

Jun 30, 26

+4.18K

0.14%

RHS Financial, LLC

106.31K

Jun 30, 26

+27.70K

0.13%

Atria Investments, Inc

103.37K

Jun 30, 26

+1.10K

0.13%

Rollins Financial Advisors, LLC

100.32K

Jun 30, 26

+43.77K

0.13%

JPMORGAN CHASE & CO

96.83K

Jun 30, 26

-29.52K

0.12%

Unison Advisors LLC

93.35K

Jun 30, 26

+3.48K

0.12%

Independent Solutions Wealth Management, LLC

90.72K

Jun 30, 26

+7.66K

0.11%

Capital Investment Advisory Services, LLC

90.36K

Jun 30, 26

+17.90K

0.11%

TD PRIVATE CLIENT WEALTH LLC

89.93K

Jun 30, 26

+61.06K

0.11%

VICTORY CAPITAL MANAGEMENT INC

87.49K

Jun 30, 26

0.11%

Meredith Wealth Planning

86.86K

Jun 30, 26

+376

0.11%

SHUFRO ROSE & CO LLC

85.27K

Jun 30, 26

-443

0.11%

FAS Wealth Partners, Inc.

84.64K

Jun 30, 26

+188

0.11%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

81.43K

Jun 30, 26

+8.28K

0.10%

1900 WEALTH MANAGEMENT LLC

80.31K

Jun 30, 26

+84

0.10%

Nuveen, LLC

79.67K

Jun 30, 26

+79.67K

0.10%

NorthCrest Asset Manangement, LLC

76.66K

Jun 30, 26

+15.41K

0.10%

Stratos Wealth Advisors, LLC

69.56K

Jun 30, 26

+2.03K

0.09%

AQR CAPITAL MANAGEMENT LLC

68.53K

Jun 30, 26

-2.22K

0.09%

CAPTRUST FINANCIAL ADVISORS

67.26K

Jun 30, 26

+8.64K

0.08%

Betterment LLC

66.46K

Jun 30, 26

+1.63K

0.08%

Savvy Advisors, Inc.

61.33K

Jun 30, 26

+350

0.08%

IFP Advisors, Inc

59.20K

Jun 30, 26

+3.94K

0.07%

Cambridge Investment Research Advisors, Inc.

59.04K

Jun 30, 26

+17.44K

0.07%

COLUMBIA ADVISORY PARTNERS LLC

58.02K

Jun 30, 26

+1.75K

0.07%

RAYMOND JAMES FINANCIAL INC

57.82K

Jun 30, 26

+7.53K

0.07%

NewEdge Advisors, LLC

56.31K

Jun 30, 26

-45.20K

0.07%

MorganRosel Wealth Management, LLC

55.05K

Jun 30, 26

+5.54K

0.07%

Columbus Macro, LLC

52.53K

Jun 30, 26

+520

0.07%

Buckingham Strategic Partners

52.33K

Jun 30, 26

+3.11K

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

51.92K

Jun 30, 26

-3.04K

0.07%

DOPKINS WEALTH MANAGEMENT, LLC

49.39K

Jun 30, 26

+168

0.06%

Crusonia Wealth Advisors LLC

49.04K

Jun 30, 26

+16.75K

0.06%

STIFEL FINANCIAL CORP

48.67K

Jun 30, 26

+9.26K

0.06%

Equitable Holdings, Inc.

48.48K

Jun 30, 26

-1.01K

0.06%

INSIGNEO ADVISORY SERVICES, LLC

48.41K

Jun 30, 26

+30.81K

0.06%

Private Advisor Group, LLC

46.83K

Jun 30, 26

+13.94K

0.06%

NATIONAL BANK OF CANADA /FI/

46.44K

Jun 30, 26

-678

0.06%

TRUIST FINANCIAL CORP

43.50K

Jun 30, 26

+969

0.05%

Quantinno Capital Management LP

43.26K

Jun 30, 26

+11.35K

0.05%

Brickley Wealth Management

41.59K

Jun 30, 26

+973

0.05%

Professional Financial Advisors, LLC

40.92K

Jun 30, 26

+1.93K

0.05%

WEST MICHIGAN ADVISORS, LLC

40.86K

Jun 30, 26

+5.43K

0.05%

IEQ CAPITAL, LLC

38.02K

Jun 30, 26

+1.44K

0.05%

Glass Jacobson Investment Advisors llc

37.03K

Jun 30, 26

+7.47K

0.05%

Klaas Financial Asset Advisors, LLC

34.23K

Jun 30, 26

-1.33K

0.04%

Valued Retirements, Inc.

33.64K

Jun 30, 26

-448

0.04%

Southland Equity Partners LLC

31.81K

Jun 30, 26

-985

0.04%

Ashton Thomas Private Wealth, LLC

26.87K

Jun 30, 26

-7.23K

0.03%

GOLDMAN SACHS GROUP INC

26.76K

Jun 30, 26

+10.41K

0.03%

Kestra Advisory Services, LLC

25.78K

Jun 30, 26

+4.20K

0.03%

G&S Capital LLC

23.52K

Jun 30, 26

+624

0.03%

EFG International AG

23.14K

Jun 30, 26

+4.20K

0.03%

McCartney Wealth Management LLC

21.98K

Jun 30, 26

-3

0.03%

MISSION WEALTH MANAGEMENT, LP

21.76K

Jun 30, 26

-9.43K

0.03%

BROWN ADVISORY INC

21.67K

Jun 30, 26

0.03%

Callan Family Office, LLC

20.98K

Jun 30, 26

0.03%

Colony Group, LLC

20.11K

Jun 30, 26

+1.61K

0.03%

Simplicity Wealth,LLC

20.10K

Jun 30, 26

-18.24K

0.03%

FIFTH THIRD SECURITIES, INC.

19.17K

Jun 30, 26

-1.13K

0.02%

Meridian Wealth Management, LLC

19.05K

Jun 30, 26

+10.51K

0.02%

Rockefeller Capital Management L.P.

17.72K

Jun 30, 26

-3.64K

0.02%

Creative Planning

17.40K

Jun 30, 26

+380

0.02%

COWA, LLC

16.39K

Jun 30, 26

-433

0.02%

Ariadne Wealth Management, LP

16.18K

Jun 30, 26

-1.74K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.38K

Jun 30, 26

-346

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

15.33K

Jun 30, 26

-580

0.02%

IMA Wealth, Inc.

14.87K

Jun 30, 26

+14.87K

0.02%

WORLD EQUITY GROUP, INC.

14.52K

Jun 30, 26

+138

0.02%

GREAT OAK CAPITAL PARTNERS, LLC

14.46K

Jun 30, 26

+29

0.02%

CAPITAL ADVISORS INC/OK

14.37K

Jun 30, 26

-25

0.02%

WILLIAM JOHN SEMPOLINSKI

13.70K

Jun 30, 26

-40

0.02%

Pine Valley Investments Ltd Liability Co

13.57K

Jun 30, 26

-103

0.02%

Finward Bancorp

13.41K

Jun 30, 26

+13.41K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

13.38K

Jun 30, 26

+202

0.02%

Kiker Wealth Management, LLC

13.28K

Jun 30, 26

-163

0.02%

Advisory Alpha, LLC

13.00K

Jun 30, 26

0.02%

Virtus Family Office LLC

12.98K

Jun 30, 26

+2.94K

0.02%

Cerity Partners LLC

12.77K

Jun 30, 26

-2.74K

0.02%

NBC SECURITIES, INC.

12.38K

Jun 30, 26

+4.18K

0.02%

Ackerman Capital Advisors, LLC

12.19K

Jun 30, 26

0.02%

Bell Investment Advisors, Inc

12.14K

Jun 30, 26

-7.84K

0.02%

Strategic Blueprint, LLC

11.43K

Jun 30, 26

-19

0.01%

HighTower Advisors, LLC

11.32K

Jun 30, 26

-520

0.01%

Brand Asset Management Group, Inc.

10.84K

Jun 30, 26

+10.84K

0.01%

Hyundai Investments Co., Ltd.

10.75K

Jun 30, 26

+6.41K

0.01%

Fortune Financial Advisors, LLC

10.69K

Jun 30, 26

+1.89K

0.01%

Advisory Services Network, LLC

10.63K

Jun 30, 26

-1.25K

0.01%

Seed Wealth Management, Inc.

9.90K

Jun 30, 26

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

9.62K

Jun 30, 26

+3.72K

0.01%

Summit Trail Advisors, LLC

9.15K

Jun 30, 26

+2.35K

0.01%

Planning Strategies Inc.

9.13K

Jun 30, 26

+9.13K

0.01%

SWEENEY & MICHEL, LLC

9.08K

Jun 30, 26

+287

0.01%

LexAurum Advisors, LLC

9.06K

Jun 30, 26

0.01%

Caprock Group, LLC

8.56K

Jun 30, 26

-4

0.01%

Prime Capital Investment Advisors, LLC

8.46K

Jun 30, 26

-51

0.01%

FIFTH THIRD BANCORP

7.93K

Jun 30, 26

+70

0.01%

Wealthspire Advisors, LLC

7.88K

Jun 30, 26

+7.88K

0.01%

M&T BANK CORP

7.64K

Jun 30, 26

0.01%

Gladstone Institutional Advisory LLC

7.26K

Jun 30, 26

+247

0.01%

Oregon Pacific Wealth Management, LLC

7.17K

Jun 30, 26

-288

0.01%

Cresset Asset Management, LLC

7.16K

Jun 30, 26

+2.72K

0.01%

Mission Financial Group, LLC

6.96K

Jun 30, 26

+6.96K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

6.79K

Jun 30, 26

+6.79K

0.01%

Wingate Wealth Advisors, Inc.

6.52K

Jun 30, 26

0.01%

US BANCORP \DE\

6.35K

Jun 30, 26

0.01%

WealthCare Investment Partners, LLC

6.34K

Jun 30, 26

+70

0.01%

ALESCO ADVISORS LLC

6.33K

Jun 30, 26

0.01%

GUERRA PAN ADVISORS, LLC

6.29K

Jun 30, 26

0.01%

Lodestone Wealth Management LLC

6.19K

Jun 30, 26

-67

0.01%

Atomi Financial Group, Inc.

5.84K

Jun 30, 26

0.01%

TKG Advisors, LLC

5.84K

Jun 30, 26

+128

0.01%

Weaver Consulting Group

5.80K

Jun 30, 26

0.01%

CI Private Wealth, LLC

5.71K

Jun 30, 26

+5.71K

0.01%

Evergreen Wealth Solutions, LLC

5.45K

Jun 30, 26

+5.45K

0.01%

PRINCIPAL SECURITIES, INC.

5.36K

Jun 30, 26

+50

0.01%

Delos Wealth Advisors, LLC

5.33K

Jun 30, 26

0.01%

Soltis Investment Advisors LLC

5.09K

Jun 30, 26

0.01%

ADE, LLC

5.03K

Jun 30, 26

-1.07K

0.01%

Astoria Portfolio Advisors LLC.

4.86K

Jun 30, 26

+737

0.01%

Summit Financial, LLC

4.64K

Jun 30, 26

+41

0.01%

Savant Capital, LLC

4.50K

Jun 30, 26

+4.50K

0.01%

Kuhn & Co Investment Counsel

4.33K

Jun 30, 26

0.01%

LAZARI CAPITAL MANAGEMENT, INC.

4.27K

Jun 30, 26

0.01%

OPPENHEIMER & CO INC

4.13K

Jun 30, 26

+4.13K

0.01%

Polaris Investment Advisors, LLC

4.05K

Jun 30, 26

+4.05K

0.01%

Breakwater Capital Group

4.00K

Jun 30, 26

+4.00K

0.01%

Facet Wealth, Inc.

3.83K

Jun 30, 26

+3.83K

0.00%

AE Wealth Management LLC

3.13K

Jun 30, 26

+499

0.00%

Smithfield Trust Co

3.07K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

2.90K

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

2.63K

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

2.52K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

2.35K

Jun 30, 26

-130

0.00%

Farther Finance Advisors, LLC

2.24K

Jun 30, 26

-3.26K

0.00%

FWL INVESTMENT MANAGEMENT, LLC

2.12K

Jun 30, 26

0.00%

UMB Bank, n.a.

2.10K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.75K

Jun 30, 26

0.00%

MOTCO

1.51K

Jun 30, 26

-417

0.00%

WELLS FARGO & COMPANY/MN

1.20K

Jun 30, 26

+266

0.00%

American Capital Advisory, LLC

1.11K

Jun 30, 26

-360

0.00%

Plante Moran Financial Advisors, LLC

1.11K

Jun 30, 26

+1.11K

0.00%

SouthState Corp

1.11K

Jun 30, 26

-188

0.00%

Allworth Financial LP

997

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

854

Jun 30, 26

0.00%

Sankala Group LLC

851

Jun 30, 26

-458

0.00%

CX Institutional

755

Jun 30, 26

-756

0.00%

ROTHSCHILD INVESTMENT LLC

671

Jun 30, 26

0.00%

Key FInancial Inc

657

Jun 30, 26

+657

0.00%

Turtle Creek Wealth Advisors, LLC

650

Jun 30, 26

0.00%

ASSETMARK, INC

571

Jun 30, 26

-402

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

558

Jun 30, 26

-1.48K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

532

Jun 30, 26

+532

0.00%

SRS Capital Advisors, Inc.

501

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

501

Jun 30, 26

+501

0.00%

Bogart Wealth, LLC

465

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

418

Jun 30, 26

-496

0.00%

Fairway Wealth LLC

417

Jun 30, 26

+417

0.00%

Oakworth Capital, Inc.

410

Jun 30, 26

+410

0.00%

Aptus Capital Advisors, LLC

335

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

330

Jun 30, 26

+330

0.00%

Medallion Wealth Advisors, LLC

295

Jun 30, 26

-24.20K

0.00%

Capital Analysts, LLC

242

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

234

Jun 30, 26

+234

0.00%

FIDUCIARY FINANCIAL ADVISORS

231

Jun 30, 26

+231

0.00%

Russell Investments Group, Ltd.

199

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

186

Jun 30, 26

0.00%

CVA Family Office, LLC

166

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

138

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

137

Jun 30, 26

-187

0.00%

GILL CAPITAL PARTNERS, LLC

130

Jun 30, 26

+130

0.00%

MATHER GROUP, LLC.

128

Jun 30, 26

0.00%

Owl Creek Wealth Partners LLC

126

Jun 30, 26

0.00%

VIMA LLC

Jun 30, 26

+99

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+86

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+55

0.00%

IFG Advisory, LLC

Jun 30, 26

+81

0.00%

Triumph Capital Management

Jun 30, 26

+75

0.00%

Pacific Center for Financial Services

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

+50

0.00%

Essential Investment Partners LLC

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

+24

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+22

0.00%

City State Bank

Jun 30, 26

+18

0.00%

High Note Wealth, LLC

Jun 30, 26

-1.80K

Kovitz Investment Group Partners, LLC

Jun 30, 26

-5.76K

Qube Research & Technologies Ltd

Jun 30, 26

-12.48K

Willis Johnson & Associates, Inc.

Jun 30, 26

-4.25K

Snowden Capital Advisors LLC

Jun 30, 26

-8.00K

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-188

Aprio Wealth Management, LLC

Jun 30, 26

-8.05K

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-10.80K

CITADEL ADVISORS LLC

Jun 30, 26

-243.55K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-11.55K

JANE STREET GROUP, LLC

Jun 30, 26

-229.43K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-636

TBH Global Asset Management, LLC

Jun 30, 26

-12.06K

Ronald Blue Trust, Inc.

Jun 30, 26

-565

Heirloom Wealth Management

Jun 30, 26

-8.02K

Measured Wealth Private Client Group, LLC

Jun 30, 26

-496

Glassman Wealth Services

Jun 30, 26

-92

Arkadios Wealth Advisors

Jun 30, 26

-10.81K

MAI Capital Management

Jun 30, 26

-202

Western Wealth Management, LLC

Jun 30, 26

-577

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

-10

TORONTO DOMINION BANK

Jun 30, 26

-1.23K

Root Financial Partners, LLC

Jun 30, 26

-508

Reyes Financial Architecture, Inc.

Jun 30, 26

-2.26K

FLOW TRADERS U.S. LLC

Jun 30, 26

-7.41K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-55.28K

Opes Wealth Management LLC

127.49K

Mar 31, 26

-154

0.16%

Coordinated Financial Services, Inc.

14.99K

Mar 31, 26

0.02%

Skopos Labs, Inc.

5.36K

Mar 31, 26

+5.36K

0.01%

Parkside Financial Bank & Trust

405

Mar 31, 26

0.00%

CWM, LLC

299

Mar 31, 26

-528

0.00%

Sunbelt Securities, Inc.

105

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

Mar 31, 26

-125

New Millennium Group LLC

88.38K

Dec 31, 25

-1.55K

0.11%

Vantage Financial Partners, LLC

53.90K

Dec 31, 25

+2.06K

0.07%

COMERICA BANK

7.96K

Dec 31, 25

-6.33K

0.01%

O'Brien Wealth Partners LLC

4.83K

Dec 31, 25

+4.83K

0.01%

MGB Wealth Management, LLC

518

Dec 31, 25

+306

0.00%

CIBC Private Wealth Group, LLC

102

Dec 31, 25

+58

0.00%

Full Sail Capital, LLC

6.07K

Sep 30, 25

+6.07K

0.01%

Vishria Bird Financial Group, LLC

4.91K

Sep 30, 25

+4.91K

0.01%

Lion Street Advisors, LLC

Sep 30, 25

-5.21K

Benchmark Wealth Management, LLC

14.51K

Jun 30, 25

+4.71K

0.02%

Congress Wealth Management LLC / DE /

8.93K

Jun 30, 25

+8.93K

0.01%

Atria Wealth Solutions, Inc.

4.88K

Jun 30, 25

+4.88K

0.01%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

15.11K

Dec 31, 24

+7.56K

0.02%

Householder Group Estate & Retirement Specialist, LLC

128

Dec 31, 24

+128

0.00%

SpiderRock Advisors, LLC

14.57K

Sep 30, 24

+1.88K

0.02%

Raymond James Financial Services Advisors, Inc.

11.11K

Sep 30, 24

-173

0.01%

RAYMOND JAMES & ASSOCIATES

Sep 30, 24

-337.76K

BlackRock Inc.

1.05M

Jun 30, 24

+5.92K

1.32%

BENJAMIN F. EDWARDS & COMPANY, INC.

119

Jun 30, 24

+119

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

+41

0.00%

Cetera Advisor Networks LLC

48.05K

Mar 31, 24

+48.05K

0.06%

Cetera Advisors LLC

21.10K

Mar 31, 24

+10.75K

0.03%

Adroit Compliance, LLC

540.20K

Dec 31, 23

+540.20K

0.68%

Resource Planning Group

32.48K

Dec 31, 23

+32.48K

0.04%

Simplicity Solutions, LLC

16.60K

Dec 31, 23

-898

0.02%

Steward Financial Group LLC

16.72K

Sep 30, 23

+16.72K

0.02%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-86

Sanford Advisory Services, LLC

19.10K

Dec 31, 22

+19.10K

0.02%

Covington Capital Management

1.90K

Sep 30, 22

0.00%

People's United Financial, Inc.

12.30K

Mar 31, 22

-11.03K

0.02%

QUEST CAPITAL MANAGEMENT INC /ADV

8.54K

Dec 31, 21

+8.54K

0.01%

REILLY FINANCIAL ADVISORS, LLC

198

Dec 31, 21

+198

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-657

MANAGED ACCOUNT SERVICES INC

50.65K

Sep 30, 21

-11.51K

0.06%

Allegiant Private Advisors, LLC

234.85K

Jun 30, 21

+57.08K

0.29%

3D ASSET MANAGEMENT, INC

11.87K

Sep 30, 20

-3.37K

0.01%

Advisor Group, Inc.

2.43K

Dec 31, 19

-1.33K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.05K

Dec 31, 19

-1.00K

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

1.02K

Sep 30, 18

+675

0.00%

Hefty Wealth Partners

225

Mar 31, 18

-27.20K

0.00%

Oak Point Wealth Management

Mar 31, 18

-7.89K

Spruce Investment Advisors LLC

78.04K

Dec 31, 17

-3.05K

0.10%