iShares Morningstar Small-Cap Growth ETF(ISCG)

$62.24—Stale · unknown old

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iShares Morningstar Small-Cap Growth ETF(ISCG)

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$62.24—Stale · unknown old

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ISCG(ISCG)

ISCG

Institutional Ownership

Top 230 Institutional Holders

Holder	Shares	Date	Change	% Held
Colony Group, LLC	912.08K	Jun 30, 26	-43.65K	5.77%
JPMORGAN CHASE & CO	841.94K	Jun 30, 26	-6.31K	5.32%
LPL Financial LLC	690.46K	Jun 30, 26	+57.22K	4.37%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	560.18K	Jun 30, 26	+18.84K	3.54%
ADVISOR GROUP HOLDINGS, INC.	553.10K	Jun 30, 26	-13.65K	3.50%
Cetera Investment Advisers	410.07K	Jun 30, 26	-2.57K	2.59%
Gallagher Fiduciary Advisors, LLC	317.47K	Jun 30, 26	-8.08K	2.01%
AMERIPRISE FINANCIAL INC	316.43K	Jun 30, 26	+65.15K	2.00%
Atria Investments, Inc	316.38K	Jun 30, 26	-7.68K	2.00%
BANK OF AMERICA CORP /DE/	276.45K	Jun 30, 26	+7.10K	1.75%
Foundations Investment Advisors, LLC	264.02K	Jun 30, 26	+4.31K	1.67%
MORGAN STANLEY	262.78K	Jun 30, 26	+2.65K	1.66%
Black Diamond Financial, LLC	192.81K	Jun 30, 26	+16.68K	1.22%
Steele Capital Management, Inc.	180.16K	Jun 30, 26	+1.66K	1.14%
Matrix Trust Co	180.16K	Jun 30, 26	+1.66K	1.14%
UBS Group AG	166.63K	Jun 30, 26	-200	1.05%
RAYMOND JAMES FINANCIAL INC	158.47K	Jun 30, 26	+2.69K	1.00%
WELLS FARGO & COMPANY/MN	154.38K	Jun 30, 26	-10.91K	0.98%
Mariner, LLC	132.53K	Jun 30, 26	-8.02K	0.84%
EP Wealth Advisors, LLC	128.72K	Jun 30, 26	+128.72K	0.81%
Ipsen Advisor Group LLC	115.99K	Jun 30, 26	+493	0.73%
NorthStar Asset Management LLC /NJ/	112.06K	Jun 30, 26	+7.63K	0.71%
MRA Advisory Group	110.81K	Jun 30, 26	+1.06K	0.70%
McKinley Carter Wealth Services, Inc.	107.44K	Jun 30, 26	+1.96K	0.68%
BEAM WEALTH ADVISORS, INC.	101.16K	Jun 30, 26	-3.10K	0.64%
Certified Advisory Corp	98.17K	Jun 30, 26	+15.55K	0.62%
Three Bearings Fiduciary Advisors, Inc.	84.79K	Jun 30, 26	-1.31K	0.54%
IAG Wealth Partners, LLC	77.86K	Jun 30, 26	-212	0.49%
HighTower Advisors, LLC	66.06K	Jun 30, 26	-394	0.42%
COMMONWEALTH EQUITY SERVICES, LLC	64.43K	Jun 30, 26	+246	0.41%
ROYAL BANK OF CANADA	56.63K	Jun 30, 26	-8.23K	0.36%
Atlanta Consulting Group Advisors, LLC	50.88K	Jun 30, 26	--	0.32%
STEINBERGANNA WEALTH MANAGEMENT	47.57K	Jun 30, 26	-3.70K	0.30%
LRI Investments, LLC	45.40K	Jun 30, 26	--	0.29%
LEVEL FOUR ADVISORY SERVICES, LLC	44.95K	Jun 30, 26	-8.36K	0.28%
CAPTRUST FINANCIAL ADVISORS	41.62K	Jun 30, 26	-13.09K	0.26%
Van Diest Capital, LLC	39.03K	Jun 30, 26	-19.38K	0.25%
Key FInancial Inc	36.26K	Jun 30, 26	-212	0.23%
IEQ CAPITAL, LLC	35.55K	Jun 30, 26	-141	0.22%
Perennial Investment Advisors, LLC	34.00K	Jun 30, 26	+1.69K	0.21%
ENVESTNET ASSET MANAGEMENT INC	33.70K	Jun 30, 26	+1.71K	0.21%
Pathstone Holdings, LLC	30.68K	Jun 30, 26	-3.11K	0.19%
Rodgers & Associates, LTD	29.86K	Jun 30, 26	-1.71K	0.19%
MML INVESTORS SERVICES, LLC	28.07K	Jun 30, 26	+2.80K	0.18%
CREATIVE FINANCIAL DESIGNS INC /ADV	27.54K	Jun 30, 26	+18.31K	0.17%
INDEPENDENT FINANCIAL GROUP, LLC	26.64K	Jun 30, 26	+4.64K	0.17%
VAUGHAN & Co SECURITIES, INC.	23.60K	Jun 30, 26	-838	0.15%
Kendall Capital Management	23.50K	Jun 30, 26	-43	0.15%
Creative Planning	21.37K	Jun 30, 26	-119	0.14%
Equitable Holdings, Inc.	21.30K	Jun 30, 26	+65	0.13%
Gladstone Institutional Advisory LLC	20.55K	Jun 30, 26	-222	0.13%
Phoenix Wealth Advisors	20.54K	Jun 30, 26	+629	0.13%
G&S Capital LLC	19.86K	Jun 30, 26	+19.86K	0.13%
Creekside Partners	19.81K	Jun 30, 26	+23	0.13%
FMR LLC	19.23K	Jun 30, 26	+6.74K	0.12%
SHELTON WEALTH MANAGEMENT, LLC	18.40K	Jun 30, 26	-501	0.12%
Farther Finance Advisors, LLC	16.28K	Jun 30, 26	+2.12K	0.10%
STIFEL FINANCIAL CORP	16.18K	Jun 30, 26	+720	0.10%
D.A. DAVIDSON & CO.	15.66K	Jun 30, 26	+2.17K	0.10%
NewEdge Advisors, LLC	15.54K	Jun 30, 26	-15.12K	0.10%
Visionary Wealth Advisors	15.53K	Jun 30, 26	+1.59K	0.10%
Gilliland Jeter Wealth Management LLC	15.17K	Jun 30, 26	+1.78K	0.10%
Wealth Enhancement Trust Services, Inc.	14.58K	Jun 30, 26	+14.11K	0.09%
Crescent Grove Advisors, LLC	14.34K	Jun 30, 26	--	0.09%
Arkadios Wealth Advisors	13.03K	Jun 30, 26	-4.87K	0.08%
JONES FINANCIAL COMPANIES LLLP	12.65K	Jun 30, 26	+1.85K	0.08%
Private Advisor Group, LLC	12.46K	Jun 30, 26	+319	0.08%
Kestra Advisory Services, LLC	11.67K	Jun 30, 26	-712	0.07%
FIFTH THIRD SECURITIES, INC.	10.57K	Jun 30, 26	-94	0.07%
PRINCIPAL SECURITIES, INC.	10.49K	Jun 30, 26	+275	0.07%
NORTHERN TRUST CORP	10.48K	Jun 30, 26	--	0.07%
GWN SECURITIES INC.	10.13K	Jun 30, 26	+794	0.06%
Synergy Financial Group, LTD	9.74K	Jun 30, 26	+1.69K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.59K	Jun 30, 26	+1.44K	0.06%
Madison Wealth Partners, Inc	9.20K	Jun 30, 26	+199	0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	8.93K	Jun 30, 26	-280	0.06%
Courage Miller Partners, LLC	8.76K	Jun 30, 26	-955	0.06%
Basepoint Wealth LLC	8.37K	Jun 30, 26	+7	0.05%
Asset Allocation Strategies LLC	7.95K	Jun 30, 26	-103	0.05%
Financial Engines Advisors L.L.C.	7.93K	Jun 30, 26	-33	0.05%
MAI Capital Management	7.90K	Jun 30, 26	+2.96K	0.05%
CIBC WORLD MARKET INC.	7.90K	Jun 30, 26	-2	0.05%
J.M. Arbour, LLC	7.69K	Jun 30, 26	-405	0.05%
Quantinno Capital Management LP	7.57K	Jun 30, 26	+7.57K	0.05%
Cambridge Investment Research Advisors, Inc.	7.27K	Jun 30, 26	+86	0.05%
Procyon Advisors, LLC	7.14K	Jun 30, 26	--	0.05%
SNS Financial Group, LLC	6.64K	Jun 30, 26	+6.64K	0.04%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	6.60K	Jun 30, 26	-255	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	6.26K	Jun 30, 26	+200	0.04%
DAVENPORT & Co LLC	6.20K	Jun 30, 26	--	0.04%
Keating Financial Advisory Services, Inc.	5.77K	Jun 30, 26	+150	0.04%
CITIGROUP INC	5.70K	Jun 30, 26	-319	0.04%
Breakwater Capital Group	5.69K	Jun 30, 26	-236	0.04%
Merit Financial Group, LLC	5.53K	Jun 30, 26	+1	0.03%
Wealthcare Advisory Partners LLC	5.47K	Jun 30, 26	-334	0.03%
SILVER OAK SECURITIES, INCORPORATED	5.41K	Jun 30, 26	+8	0.03%
ADELL HARRIMAN & CARPENTER INC	5.40K	Jun 30, 26	--	0.03%
Ponta Wealth Partners, LLC	5.37K	Jun 30, 26	+5.37K	0.03%
TKG Advisors, LLC	5.06K	Jun 30, 26	+5.06K	0.03%
FIFTH THIRD BANCORP	5.00K	Jun 30, 26	--	0.03%
AdvisorNet Financial, Inc	4.94K	Jun 30, 26	-419	0.03%
BENJAMIN EDWARDS INC	4.88K	Jun 30, 26	--	0.03%
Global Retirement Partners, LLC	4.88K	Jun 30, 26	+4.88K	0.03%
Steward Partners Investment Advisory, LLC	4.79K	Jun 30, 26	+103	0.03%
Independent Advisor Alliance	4.77K	Jun 30, 26	-196	0.03%
PARK AVENUE SECURITIES LLC	4.36K	Jun 30, 26	-2	0.03%
DAHRING \| CUSMANO LLC	4.34K	Jun 30, 26	+4.34K	0.03%
Asempa Wealth Advisors	4.30K	Jun 30, 26	--	0.03%
Vise Technologies, Inc.	4.07K	Jun 30, 26	+4.07K	0.03%
Opulen Financial Group LLC	4.03K	Jun 30, 26	+6	0.03%
PRIVATE TRUST CO NA	3.82K	Jun 30, 26	--	0.02%
BURKE & HERBERT BANK & TRUST CO	3.82K	Jun 30, 26	--	0.02%
OPPENHEIMER & CO INC	3.70K	Jun 30, 26	+3.70K	0.02%
Keel Point, LLC	3.61K	Jun 30, 26	-809	0.02%
Advisory Services Network, LLC	3.60K	Jun 30, 26	-56	0.02%
Sanctuary Advisors, LLC	3.54K	Jun 30, 26	+3.54K	0.02%
FLAGSTAR ADVISORS INC.	3.44K	Jun 30, 26	-426	0.02%
Connecticut Wealth Management, LLC	3.44K	Jun 30, 26	+3.44K	0.02%
Everhart Financial Group, Inc.	3.41K	Jun 30, 26	+3.41K	0.02%
SMITH CHAS P & ASSOCIATES PA CPAS	3.34K	Jun 30, 26	-565	0.02%
Ritter Daniher Financial Advisory LLC / DE	3.32K	Jun 30, 26	-299	0.02%
Towerpoint Wealth, LLC	3.30K	Jun 30, 26	+3.30K	0.02%
Pinnacle Financial Partners, Inc.	3.28K	Jun 30, 26	+3.28K	0.02%
COMPASS CAPITAL MANAGEMENT, INC	3.21K	Jun 30, 26	+3.21K	0.02%
Opal Wealth Advisors, LLC	3.15K	Jun 30, 26	--	0.02%
Wolff Financial Management LLC	3.08K	Jun 30, 26	+3.08K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.00K	Jun 30, 26	+3.00K	0.02%
Cape Investment Advisory, Inc.	2.93K	Jun 30, 26	+2.93K	0.02%
HARBOUR INVESTMENTS, INC.	2.84K	Jun 30, 26	+314	0.02%
Rockefeller Capital Management L.P.	2.60K	Jun 30, 26	-193	0.02%
Smartleaf Asset Management LLC	2.48K	Jun 30, 26	--	0.02%
SRS Capital Advisors, Inc.	1.96K	Jun 30, 26	+982	0.01%
TOMPKINS FINANCIAL CORP	1.94K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.85K	Jun 30, 26	+1.85K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.74K	Jun 30, 26	+450	0.01%
AE Wealth Management LLC	1.61K	Jun 30, 26	+1.61K	0.01%
TD PRIVATE CLIENT WEALTH LLC	1.56K	Jun 30, 26	-403	0.01%
Archer Investment Corp	1.35K	Jun 30, 26	+82	0.01%
Parallel Advisors, LLC	1.28K	Jun 30, 26	+1.10K	0.01%
Glassy Mountain Advisors, Inc.	1.26K	Jun 30, 26	+2	0.01%
Integrated Wealth Concepts LLC	1.16K	Jun 30, 26	+1.16K	0.01%
Physician Wealth Advisors, Inc.	1.06K	Jun 30, 26	--	0.01%
BLAIR WILLIAM & CO/IL	1.06K	Jun 30, 26	--	0.01%
ASSETMARK, INC	866	Jun 30, 26	--	0.01%
MATHER GROUP, LLC.	852	Jun 30, 26	--	0.01%
IFP Advisors, Inc	572	Jun 30, 26	+3	0.00%
Geneos Wealth Management Inc.	496	Jun 30, 26	+1	0.00%
AlphaCore Capital LLC	414	Jun 30, 26	+414	0.00%
Manchester Capital Management LLC	390	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	343	Jun 30, 26	+39	0.00%
MCF Advisors LLC	343	Jun 30, 26	--	0.00%
Westend Capital Management, LLC	310	Jun 30, 26	-269	0.00%
Millstone Evans Group, LLC	292	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	278	Jun 30, 26	+278	0.00%
PlanVest Financial, Inc	250	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	209	Jun 30, 26	-17	0.00%
BANK OF MONTREAL /CAN/	186	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	155	Jun 30, 26	-19	0.00%
WPG Advisers, LLC	113	Jun 30, 26	--	0.00%
Concord Wealth Partners	112	Jun 30, 26	+112	0.00%
Colonial Trust Advisors	100	Jun 30, 26	+100	0.00%
Integrity Financial Corp /WA	76	Jun 30, 26	--	0.00%
Cherry Tree Wealth Management, LLC	76	Jun 30, 26	--	0.00%
GeoWealth Management, LLC	53	Jun 30, 26	+7	0.00%
Central Pacific Bank - Trust Division	48	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	46	Jun 30, 26	-5	0.00%
Copia Wealth Management	25	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	14	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Passive Capital Management, LLC.	--	Jun 30, 26	-5.48K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-899	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-3.91K	--
CreativeOne Wealth, LLC	--	Jun 30, 26	-12.98K	--
Systelligence, LLC	--	Jun 30, 26	-260.50K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-622	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-5.49K	--
Wick Capital Partners, LLC	--	Jun 30, 26	-5.00K	--
JIM SAULNIER & ASSOCIATES, LLC	--	Jun 30, 26	-5.12K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-4.09K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-6.57K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.39K	--
Lido Advisors, LLC	--	Jun 30, 26	-11.12K	--
CAPITAL & PLANNING, LLC	--	Jun 30, 26	-20	--
Whipplewood Advisors, LLC	--	Jun 30, 26	-3.30K	--
Opes Wealth Management LLC	128.66K	Mar 31, 26	+396	0.81%
Anfield Capital Management, LLC	91.14K	Mar 31, 26	+91.14K	0.58%
CWM, LLC	11.17K	Mar 31, 26	-215.22K	0.07%
rebel Financial LLC	6.95K	Mar 31, 26	-168	0.04%
MGB Wealth Management, LLC	10.82K	Dec 31, 25	+10.62K	0.07%
COMERICA BANK	5.08K	Dec 31, 25	--	0.03%
Edge Financial Advisors LLC	4.53K	Dec 31, 25	-309	0.03%
Atomic Invest LLC	673	Dec 31, 25	+673	0.00%
Lowe Wealth Advisors, LLC	210	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	378.43K	Jun 30, 25	-20.55K	2.39%
Atria Wealth Solutions, Inc.	13.69K	Jun 30, 25	+7.05K	0.09%
Congress Wealth Management LLC / DE /	--	Jun 30, 25	-4.87K	--
Raymond James Financial Services Advisors, Inc.	64.93K	Sep 30, 24	-7.52K	0.41%
RAYMOND JAMES & ASSOCIATES	38.51K	Sep 30, 24	+464	0.24%
RAYMOND JAMES TRUST N.A.	13.46K	Sep 30, 24	+8.34K	0.09%
Aspire Wealth Management Corp	4.88K	Sep 30, 24	-745	0.03%
GUNN & Co INVESTMENT MANAGEMENT, INC.	--	Sep 30, 24	-10.11K	--
Private Wealth Strategies, L.L.C.	13.36K	Jun 30, 24	+14	0.08%
BENJAMIN F. EDWARDS & COMPANY, INC.	910	Jun 30, 24	--	0.01%
Cetera Advisor Networks LLC	18.30K	Mar 31, 24	-940	0.12%
Cetera Advisors LLC	10.38K	Mar 31, 24	+4.04K	0.07%
Windsor Group LTD	12.09K	Sep 30, 23	--	0.08%
F3Logic, LLC	343.10K	Dec 31, 22	+92.02K	2.17%
Gallagher Benefit Services, Inc.	343.10K	Dec 31, 22	+343.10K	2.17%
American Portfolios Advisors	15.11K	Sep 30, 22	-363	0.10%
BRR OpCo, LLC	11.91K	Sep 30, 22	-3.89K	0.08%
Surevest, LLC	7.70K	Sep 30, 22	+855	0.05%
Swaine & Leidel Wealth Services, LLC	1.95K	Mar 31, 22	+1.95K	0.01%
Biltmore Capital Advisors LLC	9.27K	Dec 31, 21	+9.27K	0.06%
REILLY FINANCIAL ADVISORS, LLC	300	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	134	Dec 31, 21	+2	0.00%
Ameritas Investment Company, LLC	13.21K	Sep 30, 21	+8.91K	0.08%
LifePlan Financial Group, Inc	179	Sep 30, 20	+179	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.94K	Dec 31, 19	-466	0.02%
Advisor Group, Inc.	756	Dec 31, 19	-13.14K	0.00%
Vantage Investment Advisors, LLC	--	Sep 30, 18	-5	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-3.40K	--
Commonwealth Equity Services, Inc	1.35K	Jun 30, 17	+29	0.01%
WFG Advisors, LP	166	Jun 30, 17	+1	0.00%
MSI Financial Services Inc	313	Dec 31, 16	--	0.00%
Investors Capital Advisory Services	--	Jun 30, 16	-3.01K	--
Aris Wealth Services, Inc.	67	Sep 30, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-63	--
UBS AG	4.17K	Sep 30, 14	-507	0.03%
Signator Financial Services, Inc.	565	Sep 30, 13	--	0.00%
First Allied Securities, Inc.	--	Jun 30, 12	-133	--

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

Colony Group, LLC

912.08K

Jun 30, 26

-43.65K

5.77%

JPMORGAN CHASE & CO

841.94K

Jun 30, 26

-6.31K

5.32%

LPL Financial LLC

690.46K

Jun 30, 26

+57.22K

4.37%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

560.18K

Jun 30, 26

+18.84K

3.54%

ADVISOR GROUP HOLDINGS, INC.

553.10K

Jun 30, 26

-13.65K

3.50%

Cetera Investment Advisers

410.07K

Jun 30, 26

-2.57K

2.59%

Gallagher Fiduciary Advisors, LLC

317.47K

Jun 30, 26

-8.08K

2.01%

AMERIPRISE FINANCIAL INC

316.43K

Jun 30, 26

+65.15K

2.00%

Atria Investments, Inc

316.38K

Jun 30, 26

-7.68K

2.00%

BANK OF AMERICA CORP /DE/

276.45K

Jun 30, 26

+7.10K

1.75%

Foundations Investment Advisors, LLC

264.02K

Jun 30, 26

+4.31K

1.67%

MORGAN STANLEY

262.78K

Jun 30, 26

+2.65K

1.66%

Black Diamond Financial, LLC

192.81K

Jun 30, 26

+16.68K

1.22%

Steele Capital Management, Inc.

180.16K

Jun 30, 26

+1.66K

1.14%

Matrix Trust Co

180.16K

Jun 30, 26

+1.66K

1.14%

UBS Group AG

166.63K

Jun 30, 26

-200

1.05%

RAYMOND JAMES FINANCIAL INC

158.47K

Jun 30, 26

+2.69K

1.00%

WELLS FARGO & COMPANY/MN

154.38K

Jun 30, 26

-10.91K

0.98%

Mariner, LLC

132.53K

Jun 30, 26

-8.02K

0.84%

EP Wealth Advisors, LLC

128.72K

Jun 30, 26

+128.72K

0.81%

Ipsen Advisor Group LLC

115.99K

Jun 30, 26

+493

0.73%

NorthStar Asset Management LLC /NJ/

112.06K

Jun 30, 26

+7.63K

0.71%

MRA Advisory Group

110.81K

Jun 30, 26

+1.06K

0.70%

McKinley Carter Wealth Services, Inc.

107.44K

Jun 30, 26

+1.96K

0.68%

BEAM WEALTH ADVISORS, INC.

101.16K

Jun 30, 26

-3.10K

0.64%

Certified Advisory Corp

98.17K

Jun 30, 26

+15.55K

0.62%

Three Bearings Fiduciary Advisors, Inc.

84.79K

Jun 30, 26

-1.31K

0.54%

IAG Wealth Partners, LLC

77.86K

Jun 30, 26

-212

0.49%

HighTower Advisors, LLC

66.06K

Jun 30, 26

-394

0.42%

COMMONWEALTH EQUITY SERVICES, LLC

64.43K

Jun 30, 26

+246

0.41%

ROYAL BANK OF CANADA

56.63K

Jun 30, 26

-8.23K

0.36%

Atlanta Consulting Group Advisors, LLC

50.88K

Jun 30, 26

0.32%

STEINBERGANNA WEALTH MANAGEMENT

47.57K

Jun 30, 26

-3.70K

0.30%

LRI Investments, LLC

45.40K

Jun 30, 26

0.29%

LEVEL FOUR ADVISORY SERVICES, LLC

44.95K

Jun 30, 26

-8.36K

0.28%

CAPTRUST FINANCIAL ADVISORS

41.62K

Jun 30, 26

-13.09K

0.26%

Van Diest Capital, LLC

39.03K

Jun 30, 26

-19.38K

0.25%

Key FInancial Inc

36.26K

Jun 30, 26

-212

0.23%

IEQ CAPITAL, LLC

35.55K

Jun 30, 26

-141

0.22%

Perennial Investment Advisors, LLC

34.00K

Jun 30, 26

+1.69K

0.21%

ENVESTNET ASSET MANAGEMENT INC

33.70K

Jun 30, 26

+1.71K

0.21%

Pathstone Holdings, LLC

30.68K

Jun 30, 26

-3.11K

0.19%

Rodgers & Associates, LTD

29.86K

Jun 30, 26

-1.71K

0.19%

MML INVESTORS SERVICES, LLC

28.07K

Jun 30, 26

+2.80K

0.18%

CREATIVE FINANCIAL DESIGNS INC /ADV

27.54K

Jun 30, 26

+18.31K

0.17%

INDEPENDENT FINANCIAL GROUP, LLC

26.64K

Jun 30, 26

+4.64K

0.17%

VAUGHAN & Co SECURITIES, INC.

23.60K

Jun 30, 26

-838

0.15%

Kendall Capital Management

23.50K

Jun 30, 26

-43

0.15%

Creative Planning

21.37K

Jun 30, 26

-119

0.14%

Equitable Holdings, Inc.

21.30K

Jun 30, 26

+65

0.13%

Gladstone Institutional Advisory LLC

20.55K

Jun 30, 26

-222

0.13%

Phoenix Wealth Advisors

20.54K

Jun 30, 26

+629

0.13%

G&S Capital LLC

19.86K

Jun 30, 26

+19.86K

0.13%

Creekside Partners

19.81K

Jun 30, 26

+23

0.13%

FMR LLC

19.23K

Jun 30, 26

+6.74K

0.12%

SHELTON WEALTH MANAGEMENT, LLC

18.40K

Jun 30, 26

-501

0.12%

Farther Finance Advisors, LLC

16.28K

Jun 30, 26

+2.12K

0.10%

STIFEL FINANCIAL CORP

16.18K

Jun 30, 26

+720

0.10%

D.A. DAVIDSON & CO.

15.66K

Jun 30, 26

+2.17K

0.10%

NewEdge Advisors, LLC

15.54K

Jun 30, 26

-15.12K

0.10%

Visionary Wealth Advisors

15.53K

Jun 30, 26

+1.59K

0.10%

Gilliland Jeter Wealth Management LLC

15.17K

Jun 30, 26

+1.78K

0.10%

Wealth Enhancement Trust Services, Inc.

14.58K

Jun 30, 26

+14.11K

0.09%

Crescent Grove Advisors, LLC

14.34K

Jun 30, 26

0.09%

Arkadios Wealth Advisors

13.03K

Jun 30, 26

-4.87K

0.08%

JONES FINANCIAL COMPANIES LLLP

12.65K

Jun 30, 26

+1.85K

0.08%

Private Advisor Group, LLC

12.46K

Jun 30, 26

+319

0.08%

Kestra Advisory Services, LLC

11.67K

Jun 30, 26

-712

0.07%

FIFTH THIRD SECURITIES, INC.

10.57K

Jun 30, 26

-94

0.07%

PRINCIPAL SECURITIES, INC.

10.49K

Jun 30, 26

+275

0.07%

NORTHERN TRUST CORP

10.48K

Jun 30, 26

0.07%

GWN SECURITIES INC.

10.13K

Jun 30, 26

+794

0.06%

Synergy Financial Group, LTD

9.74K

Jun 30, 26

+1.69K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.59K

Jun 30, 26

+1.44K

0.06%

Madison Wealth Partners, Inc

9.20K

Jun 30, 26

+199

0.06%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

8.93K

Jun 30, 26

-280

0.06%

Courage Miller Partners, LLC

8.76K

Jun 30, 26

-955

0.06%

Basepoint Wealth LLC

8.37K

Jun 30, 26

0.05%

Asset Allocation Strategies LLC

7.95K

Jun 30, 26

-103

0.05%

Financial Engines Advisors L.L.C.

7.93K

Jun 30, 26

-33

0.05%

MAI Capital Management

7.90K

Jun 30, 26

+2.96K

0.05%

CIBC WORLD MARKET INC.

7.90K

Jun 30, 26

-2

0.05%

J.M. Arbour, LLC

7.69K

Jun 30, 26

-405

0.05%

Quantinno Capital Management LP

7.57K

Jun 30, 26

+7.57K

0.05%

Cambridge Investment Research Advisors, Inc.

7.27K

Jun 30, 26

+86

0.05%

Procyon Advisors, LLC

7.14K

Jun 30, 26

0.05%

SNS Financial Group, LLC

6.64K

Jun 30, 26

+6.64K

0.04%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

6.60K

Jun 30, 26

-255

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

6.26K

Jun 30, 26

+200

0.04%

DAVENPORT & Co LLC

6.20K

Jun 30, 26

0.04%

Keating Financial Advisory Services, Inc.

5.77K

Jun 30, 26

+150

0.04%

CITIGROUP INC

5.70K

Jun 30, 26

-319

0.04%

Breakwater Capital Group

5.69K

Jun 30, 26

-236

0.04%

Merit Financial Group, LLC

5.53K

Jun 30, 26

0.03%

Wealthcare Advisory Partners LLC

5.47K

Jun 30, 26

-334

0.03%

SILVER OAK SECURITIES, INCORPORATED

5.41K

Jun 30, 26

0.03%

ADELL HARRIMAN & CARPENTER INC

5.40K

Jun 30, 26

0.03%

Ponta Wealth Partners, LLC

5.37K

Jun 30, 26

+5.37K

0.03%

TKG Advisors, LLC

5.06K

Jun 30, 26

+5.06K

0.03%

FIFTH THIRD BANCORP

5.00K

Jun 30, 26

0.03%

AdvisorNet Financial, Inc

4.94K

Jun 30, 26

-419

0.03%

BENJAMIN EDWARDS INC

4.88K

Jun 30, 26

0.03%

Global Retirement Partners, LLC

4.88K

Jun 30, 26

+4.88K

0.03%

Steward Partners Investment Advisory, LLC

4.79K

Jun 30, 26

+103

0.03%

Independent Advisor Alliance

4.77K

Jun 30, 26

-196

0.03%

PARK AVENUE SECURITIES LLC

4.36K

Jun 30, 26

-2

0.03%

DAHRING | CUSMANO LLC

4.34K

Jun 30, 26

+4.34K

0.03%

Asempa Wealth Advisors

4.30K

Jun 30, 26

0.03%

Vise Technologies, Inc.

4.07K

Jun 30, 26

+4.07K

0.03%

Opulen Financial Group LLC

4.03K

Jun 30, 26

0.03%

PRIVATE TRUST CO NA

3.82K

Jun 30, 26

0.02%

BURKE & HERBERT BANK & TRUST CO

3.82K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

3.70K

Jun 30, 26

+3.70K

0.02%

Keel Point, LLC

3.61K

Jun 30, 26

-809

0.02%

Advisory Services Network, LLC

3.60K

Jun 30, 26

-56

0.02%

Sanctuary Advisors, LLC

3.54K

Jun 30, 26

+3.54K

0.02%

FLAGSTAR ADVISORS INC.

3.44K

Jun 30, 26

-426

0.02%

Connecticut Wealth Management, LLC

3.44K

Jun 30, 26

+3.44K

0.02%

Everhart Financial Group, Inc.

3.41K

Jun 30, 26

+3.41K

0.02%

SMITH CHAS P & ASSOCIATES PA CPAS

3.34K

Jun 30, 26

-565

0.02%

Ritter Daniher Financial Advisory LLC / DE

3.32K

Jun 30, 26

-299

0.02%

Towerpoint Wealth, LLC

3.30K

Jun 30, 26

+3.30K

0.02%

Pinnacle Financial Partners, Inc.

3.28K

Jun 30, 26

+3.28K

0.02%

COMPASS CAPITAL MANAGEMENT, INC

3.21K

Jun 30, 26

+3.21K

0.02%

Opal Wealth Advisors, LLC

3.15K

Jun 30, 26

0.02%

Wolff Financial Management LLC

3.08K

Jun 30, 26

+3.08K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.00K

Jun 30, 26

+3.00K

0.02%

Cape Investment Advisory, Inc.

2.93K

Jun 30, 26

+2.93K

0.02%

HARBOUR INVESTMENTS, INC.

2.84K

Jun 30, 26

+314

0.02%

Rockefeller Capital Management L.P.

2.60K

Jun 30, 26

-193

0.02%

Smartleaf Asset Management LLC

2.48K

Jun 30, 26

0.02%

SRS Capital Advisors, Inc.

1.96K

Jun 30, 26

+982

0.01%

TOMPKINS FINANCIAL CORP

1.94K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.85K

Jun 30, 26

+1.85K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.74K

Jun 30, 26

+450

0.01%

AE Wealth Management LLC

1.61K

Jun 30, 26

+1.61K

0.01%

TD PRIVATE CLIENT WEALTH LLC

1.56K

Jun 30, 26

-403

0.01%

Archer Investment Corp

1.35K

Jun 30, 26

+82

0.01%

Parallel Advisors, LLC

1.28K

Jun 30, 26

+1.10K

0.01%

Glassy Mountain Advisors, Inc.

1.26K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

1.16K

Jun 30, 26

+1.16K

0.01%

Physician Wealth Advisors, Inc.

1.06K

Jun 30, 26

0.01%

BLAIR WILLIAM & CO/IL

1.06K

Jun 30, 26

0.01%

ASSETMARK, INC

866

Jun 30, 26

0.01%

MATHER GROUP, LLC.

852

Jun 30, 26

0.01%

IFP Advisors, Inc

572

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

496

Jun 30, 26

0.00%

AlphaCore Capital LLC

414

Jun 30, 26

+414

0.00%

Manchester Capital Management LLC

390

Jun 30, 26

0.00%

North Star Investment Management Corp.

343

Jun 30, 26

+39

0.00%

MCF Advisors LLC

343

Jun 30, 26

0.00%

Westend Capital Management, LLC

310

Jun 30, 26

-269

0.00%

Millstone Evans Group, LLC

292

Jun 30, 26

0.00%

CENTRAL TRUST Co

278

Jun 30, 26

+278

0.00%

PlanVest Financial, Inc

250

Jun 30, 26

0.00%

NBC SECURITIES, INC.

209

Jun 30, 26

-17

0.00%

BANK OF MONTREAL /CAN/

186

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

155

Jun 30, 26

-19

0.00%

WPG Advisers, LLC

113

Jun 30, 26

0.00%

Concord Wealth Partners

112

Jun 30, 26

+112

0.00%

Colonial Trust Advisors

100

Jun 30, 26

+100

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

Cherry Tree Wealth Management, LLC

Jun 30, 26

0.00%

GeoWealth Management, LLC

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-5

0.00%

Copia Wealth Management

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Passive Capital Management, LLC.

Jun 30, 26

-5.48K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-899

Destiny Wealth Partners, LLC

Jun 30, 26

-3.91K

CreativeOne Wealth, LLC

Jun 30, 26

-12.98K

Systelligence, LLC

Jun 30, 26

-260.50K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-622

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-5.49K

Wick Capital Partners, LLC

Jun 30, 26

-5.00K

JIM SAULNIER & ASSOCIATES, LLC

Jun 30, 26

-5.12K

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-4.09K

JANE STREET GROUP, LLC

Jun 30, 26

-6.57K

Western Wealth Management, LLC

Jun 30, 26

-1.39K

Lido Advisors, LLC

Jun 30, 26

-11.12K

CAPITAL & PLANNING, LLC

Jun 30, 26

-20

Whipplewood Advisors, LLC

Jun 30, 26

-3.30K

Opes Wealth Management LLC

128.66K

Mar 31, 26

+396

0.81%

Anfield Capital Management, LLC

91.14K

Mar 31, 26

+91.14K

0.58%

CWM, LLC

11.17K

Mar 31, 26

-215.22K

0.07%

rebel Financial LLC

6.95K

Mar 31, 26

-168

0.04%

MGB Wealth Management, LLC

10.82K

Dec 31, 25

+10.62K

0.07%

COMERICA BANK

5.08K

Dec 31, 25

0.03%

Edge Financial Advisors LLC

4.53K

Dec 31, 25

-309

0.03%

Atomic Invest LLC

673

Dec 31, 25

+673

0.00%

Lowe Wealth Advisors, LLC

210

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

378.43K

Jun 30, 25

-20.55K

2.39%

Atria Wealth Solutions, Inc.

13.69K

Jun 30, 25

+7.05K

0.09%

Congress Wealth Management LLC / DE /

Jun 30, 25

-4.87K

Raymond James Financial Services Advisors, Inc.

64.93K

Sep 30, 24

-7.52K

0.41%

RAYMOND JAMES & ASSOCIATES

38.51K

Sep 30, 24

+464

0.24%

RAYMOND JAMES TRUST N.A.

13.46K

Sep 30, 24

+8.34K

0.09%

Aspire Wealth Management Corp

4.88K

Sep 30, 24

-745

0.03%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-10.11K

Private Wealth Strategies, L.L.C.

13.36K

Jun 30, 24

+14

0.08%

BENJAMIN F. EDWARDS & COMPANY, INC.

910

Jun 30, 24

0.01%

Cetera Advisor Networks LLC

18.30K

Mar 31, 24

-940

0.12%

Cetera Advisors LLC

10.38K

Mar 31, 24

+4.04K

0.07%

Windsor Group LTD

12.09K

Sep 30, 23

0.08%

F3Logic, LLC

343.10K

Dec 31, 22

+92.02K

2.17%

Gallagher Benefit Services, Inc.

343.10K

Dec 31, 22

+343.10K

2.17%

American Portfolios Advisors

15.11K

Sep 30, 22

-363

0.10%

BRR OpCo, LLC

11.91K

Sep 30, 22

-3.89K

0.08%

Surevest, LLC

7.70K

Sep 30, 22

+855

0.05%

Swaine & Leidel Wealth Services, LLC

1.95K

Mar 31, 22

+1.95K

0.01%

Biltmore Capital Advisors LLC

9.27K

Dec 31, 21

+9.27K

0.06%

REILLY FINANCIAL ADVISORS, LLC

300

Dec 31, 21

0.00%

NEXT Financial Group, Inc

134

Dec 31, 21

0.00%

Ameritas Investment Company, LLC

13.21K

Sep 30, 21

+8.91K

0.08%

LifePlan Financial Group, Inc

179

Sep 30, 20

+179

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.94K

Dec 31, 19

-466

0.02%

Advisor Group, Inc.

756

Dec 31, 19

-13.14K

0.00%

Vantage Investment Advisors, LLC

Sep 30, 18

-5

NATIONAL PLANNING CORP

Dec 31, 17

-3.40K

Commonwealth Equity Services, Inc

1.35K

Jun 30, 17

+29

0.01%

WFG Advisors, LP

166

Jun 30, 17

0.00%

MSI Financial Services Inc

313

Dec 31, 16

0.00%

Investors Capital Advisory Services

Jun 30, 16

-3.01K

Aris Wealth Services, Inc.

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-63

UBS AG

4.17K

Sep 30, 14

-507

0.03%

Signator Financial Services, Inc.

565

Sep 30, 13

0.00%

First Allied Securities, Inc.

Jun 30, 12

-133