ProShares - S&P 500 High Income ETF(ISPY)

$48.61—Stale · unknown old

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ProShares - S&P 500 High Income ETF(ISPY)

USBATS • Last print unknown ago

$48.61—Stale · unknown old

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ISPY(ISPY)

ISPY

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Institutional Ownership

Top 149 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	4.53M	Jun 30, 26	-24.87K	17.23%
BANK OF AMERICA CORP /DE/	1.58M	Jun 30, 26	+142.98K	6.01%
RAYMOND JAMES FINANCIAL INC	1.52M	Jun 30, 26	-676.75K	5.77%
LPL Financial LLC	1.22M	Jun 30, 26	-10.30K	4.64%
Hennion & Walsh Asset Management, Inc.	1.05M	Jun 30, 26	+42.32K	3.99%
ROYAL BANK OF CANADA	1.01M	Jun 30, 26	-26.28K	3.85%
Capital Investment Advisors, LLC	825.88K	Jun 30, 26	-38.53K	3.14%
WELLS FARGO & COMPANY/MN	709.56K	Jun 30, 26	-41.89K	2.70%
Sanctuary Advisors, LLC	320.22K	Jun 30, 26	+1.77K	1.22%
Pine Valley Investments Ltd Liability Co	287.72K	Jun 30, 26	+8.40K	1.10%
Steward Partners Investment Advisory, LLC	220.27K	Jun 30, 26	-3.20K	0.84%
HighTower Advisors, LLC	193.17K	Jun 30, 26	-47.10K	0.74%
COMMONWEALTH EQUITY SERVICES, LLC	185.29K	Jun 30, 26	+5.56K	0.71%
Advisor OS, LLC	179.94K	Jun 30, 26	+9.94K	0.68%
MJP ASSOCIATES INC /ADV	179.94K	Jun 30, 26	+9.94K	0.68%
Prosperity Financial Group, Inc.	155.65K	Jun 30, 26	+5.09K	0.59%
SageGuard Financial Group, LLC	152.13K	Jun 30, 26	+39.01K	0.58%
ADVISOR GROUP HOLDINGS, INC.	146.32K	Jun 30, 26	+34.39K	0.56%
PFG Investments, LLC	123.35K	Jun 30, 26	-6.83K	0.47%
IHT Wealth Management, LLC	105.26K	Jun 30, 26	-22.17K	0.40%
Integrated Wealth Concepts LLC	104.97K	Jun 30, 26	+53.46K	0.40%
Maridea Wealth Management LLC	98.14K	Jun 30, 26	+29.98K	0.37%
Coral Wealth Management, LLC	95.39K	Jun 30, 26	+95.39K	0.36%
Bank of New York Mellon Corp	86.50K	Jun 30, 26	-4.10K	0.33%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	71.08K	Jun 30, 26	+21.24K	0.27%
Essex Financial Services, Inc.	66.17K	Jun 30, 26	+7.32K	0.25%
Equitable Holdings, Inc.	64.37K	Jun 30, 26	+3.16K	0.25%
Bernardo Wealth Planning LLC	53.64K	Jun 30, 26	+62	0.20%
Mutual Advisors, LLC	47.00K	Jun 30, 26	+1.09K	0.18%
WEDBUSH SECURITIES INC	44.88K	Jun 30, 26	+7.49K	0.17%
UBS Group AG	43.27K	Jun 30, 26	+617	0.16%
COLDSTREAM CAPITAL MANAGEMENT INC	41.19K	Jun 30, 26	+7.70K	0.16%
PMG Family Office LLC	39.96K	Jun 30, 26	+187	0.15%
Atria Investments, Inc	39.73K	Jun 30, 26	+3.60K	0.15%
Pitti Group Wealth Management, LLC	38.92K	Jun 30, 26	+3.86K	0.15%
Accel Wealth Management	37.23K	Jun 30, 26	-14.76K	0.14%
Patriot Financial Group Insurance Agency, LLC	35.82K	Jun 30, 26	-26.09K	0.14%
Strategic Wealth Partners, Ltd.	35.22K	Jun 30, 26	-6.57K	0.13%
Creative Planning	33.65K	Jun 30, 26	--	0.13%
Chicago Partners Investment Group LLC	32.54K	Jun 30, 26	+2.31K	0.12%
SG Americas Securities, LLC	30.00K	Jun 30, 26	--	0.11%
Kingsview Wealth Management, LLC	29.04K	Jun 30, 26	-973	0.11%
Cetera Investment Advisers	28.62K	Jun 30, 26	+6.90K	0.11%
Wick Capital Partners, LLC	28.47K	Jun 30, 26	+203	0.11%
Alpine Bank Wealth Management	25.90K	Jun 30, 26	+6.18K	0.10%
HighPoint Advisor Group LLC	24.03K	Jun 30, 26	+310	0.09%
CAPTRUST FINANCIAL ADVISORS	23.76K	Jun 30, 26	-190	0.09%
BKM Wealth Management, LLC	22.36K	Jun 30, 26	-3.83K	0.09%
Gladstone Institutional Advisory LLC	19.90K	Jun 30, 26	+4.09K	0.08%
PRIVATE TRUST CO NA	18.47K	Jun 30, 26	+2.22K	0.07%
Wealthcare Advisory Partners LLC	18.24K	Jun 30, 26	+175	0.07%
Colony Group, LLC	15.58K	Jun 30, 26	+15.58K	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.09K	Jun 30, 26	+6.17K	0.06%
Zhang Financial LLC	14.90K	Jun 30, 26	--	0.06%
BOS Asset Management, LLC	14.29K	Jun 30, 26	--	0.05%
Concurrent Investment Advisors, LLC	13.80K	Jun 30, 26	--	0.05%
HRT FINANCIAL LP	13.61K	Jun 30, 26	+13.61K	0.05%
Sherman Wealth Management LLC	12.96K	Jun 30, 26	-724	0.05%
Regal Investment Advisors LLC	12.57K	Jun 30, 26	+427	0.05%
TITLEIST ASSET MANAGEMENT, LLC	12.52K	Jun 30, 26	+2.13K	0.05%
IFG Advisory, LLC	12.18K	Jun 30, 26	+12.18K	0.05%
Colonial River Wealth Management, LLC	11.72K	Jun 30, 26	+11.72K	0.04%
Kestra Advisory Services, LLC	11.57K	Jun 30, 26	-8.49K	0.04%
WOODMONT INVESTMENT COUNSEL LLC	11.25K	Jun 30, 26	--	0.04%
Core Wealth Advisors, Inc.	11.11K	Jun 30, 26	+1.95K	0.04%
Pensionmark Financial Group, LLC	10.70K	Jun 30, 26	--	0.04%
JBR Co Financial Management Inc	10.46K	Jun 30, 26	+1.94K	0.04%
MGO ONE SEVEN LLC	10.42K	Jun 30, 26	+27	0.04%
Belpointe Asset Management LLC	10.41K	Jun 30, 26	+277	0.04%
CAP Partners, LLC	10.37K	Jun 30, 26	-451	0.04%
WNY Asset Management, LLC	9.62K	Jun 30, 26	+9.62K	0.04%
Nuveen, LLC	8.31K	Jun 30, 26	+8.31K	0.03%
Arkadios Wealth Advisors	8.31K	Jun 30, 26	+8.31K	0.03%
StoneX Group Inc.	7.81K	Jun 30, 26	+7.81K	0.03%
James J. Burns & Company, LLC	7.56K	Jun 30, 26	+7.56K	0.03%
Signature Wealth Management Partners, LLC	6.64K	Jun 30, 26	-2.28K	0.03%
Richmond Investment Services, LLC	6.58K	Jun 30, 26	-15.59K	0.03%
ENVESTNET ASSET MANAGEMENT INC	6.27K	Jun 30, 26	-537	0.02%
NewEdge Advisors, LLC	6.19K	Jun 30, 26	-9.71K	0.02%
JANE STREET GROUP, LLC	6.14K	Jun 30, 26	-11.31K	0.02%
Farther Finance Advisors, LLC	6.13K	Jun 30, 26	+10	0.02%
Private Advisor Group, LLC	5.92K	Jun 30, 26	+77	0.02%
Morse Asset Management, Inc	5.80K	Jun 30, 26	-2.89K	0.02%
Pinnacle Financial Partners, Inc.	5.73K	Jun 30, 26	-16.13K	0.02%
Cambridge Investment Research Advisors, Inc.	5.57K	Jun 30, 26	-1.87K	0.02%
Maia Wealth LLC	5.29K	Jun 30, 26	-3.20K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	5.21K	Jun 30, 26	-2.46K	0.02%
KKM Financial LLC	5.17K	Jun 30, 26	-4.66K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5.15K	Jun 30, 26	+3.60K	0.02%
Advisory Services Network, LLC	5.07K	Jun 30, 26	+389	0.02%
COZAD ASSET MANAGEMENT INC	5.04K	Jun 30, 26	+5.04K	0.02%
Signal Advisors Wealth, LLC	5.01K	Jun 30, 26	+18	0.02%
Cornerstone Wealth Management, LLC	4.95K	Jun 30, 26	+4.95K	0.02%
FIFTH THIRD BANCORP	4.73K	Jun 30, 26	-123	0.02%
Gainplan LLC	4.70K	Jun 30, 26	-25	0.02%
Foundations Investment Advisors, LLC	4.69K	Jun 30, 26	-570	0.02%
Tulsa Wealth Advisors, INC	4.57K	Jun 30, 26	+4.57K	0.02%
CIBC Bancorp USA Inc.	4.49K	Jun 30, 26	-11.27K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	4.31K	Jun 30, 26	+4.31K	0.02%
Ankerstar Wealth, LLC	2.92K	Jun 30, 26	-66	0.01%
AdvisorNet Financial, Inc	2.68K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	2.48K	Jun 30, 26	+53	0.01%
AE Wealth Management LLC	2.07K	Jun 30, 26	-2.52K	0.01%
Murphy & Mullick Capital Management Corp	1.85K	Jun 30, 26	+13	0.01%
Aptus Capital Advisors, LLC	1.45K	Jun 30, 26	--	0.01%
Essential Investment Partners LLC	1.36K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	1.19K	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	1.00K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.00K	Jun 30, 26	+50	0.00%
HUNTINGTON NATIONAL BANK	1.00K	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	826	Jun 30, 26	+10	0.00%
CoreCap Advisors, LLC	772	Jun 30, 26	-41	0.00%
MidFirst Bank	761	Jun 30, 26	--	0.00%
Regatta Research & Money Management	728	Jun 30, 26	+728	0.00%
GROUP ONE TRADING, L.P.	689	Jun 30, 26	+689	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	448	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	317	Jun 30, 26	+221	0.00%
Larson Financial Group LLC	238	Jun 30, 26	+238	0.00%
Westside Investment Management, Inc.	134	Jun 30, 26	-427	0.00%
SHP Wealth Management	115	Jun 30, 26	+115	0.00%
Private Wealth Asset Management, LLC	100	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	97	Jun 30, 26	+2	0.00%
TOTH FINANCIAL ADVISORY CORP	36	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	22	Jun 30, 26	+22	0.00%
Mountain Hill Investment Partners Corp.	10	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	--	Jun 30, 26	-131	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-229	--
Waverly Advisors, LLC	--	Jun 30, 26	-16.19K	--
Core Wealth Partners LLC	--	Jun 30, 26	-5.54K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.31K	--
CHELSEA COUNSEL CO	--	Jun 30, 26	-600	--
Sound Income Strategies, LLC	--	Jun 30, 26	-21	--
Roan Capital Partners	--	Jun 30, 26	-9.63K	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-2.50K	--
Stillwater Wealth Management Group	37.75K	Mar 31, 26	+7.63K	0.14%
SMITH CHAS P & ASSOCIATES PA CPAS	9.00K	Mar 31, 26	--	0.03%
JOURNEY STRATEGIC WEALTH LLC	5.19K	Mar 31, 26	-38.58K	0.02%
BROWN, LISLE/CUMMINGS, INC.	2.29K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	1.45K	Mar 31, 26	+100	0.01%
CIBC Private Wealth Group, LLC	15.76K	Dec 31, 25	+2.24K	0.06%
COMERICA BANK	2.93K	Dec 31, 25	+916	0.01%
ORG Partners LLC	--	Dec 31, 25	-262	--
PINNACLE FINANCIAL PARTNERS INC	16.87K	Sep 30, 25	+13	0.06%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-15.37K	--
Grant/GrossMendelsohn, LLC	11.54K	Mar 31, 25	-3.41K	0.04%
Maxwell Wealth Strategies Inc.	39.15K	Dec 31, 24	+15.22K	0.15%
WR Wealth Planners, LLC	62	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	585.46K	Sep 30, 24	+496.36K	2.23%
Raymond James Financial Services Advisors, Inc.	115.86K	Sep 30, 24	+66.79K	0.44%

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Holder

Date

Change

% Held

MORGAN STANLEY

4.53M

Jun 30, 26

-24.87K

17.23%

BANK OF AMERICA CORP /DE/

1.58M

Jun 30, 26

+142.98K

6.01%

RAYMOND JAMES FINANCIAL INC

1.52M

Jun 30, 26

-676.75K

5.77%

LPL Financial LLC

1.22M

Jun 30, 26

-10.30K

4.64%

Hennion & Walsh Asset Management, Inc.

1.05M

Jun 30, 26

+42.32K

3.99%

ROYAL BANK OF CANADA

1.01M

Jun 30, 26

-26.28K

3.85%

Capital Investment Advisors, LLC

825.88K

Jun 30, 26

-38.53K

3.14%

WELLS FARGO & COMPANY/MN

709.56K

Jun 30, 26

-41.89K

2.70%

Sanctuary Advisors, LLC

320.22K

Jun 30, 26

+1.77K

1.22%

Pine Valley Investments Ltd Liability Co

287.72K

Jun 30, 26

+8.40K

1.10%

Steward Partners Investment Advisory, LLC

220.27K

Jun 30, 26

-3.20K

0.84%

HighTower Advisors, LLC

193.17K

Jun 30, 26

-47.10K

0.74%

COMMONWEALTH EQUITY SERVICES, LLC

185.29K

Jun 30, 26

+5.56K

0.71%

Advisor OS, LLC

179.94K

Jun 30, 26

+9.94K

0.68%

MJP ASSOCIATES INC /ADV

179.94K

Jun 30, 26

+9.94K

0.68%

Prosperity Financial Group, Inc.

155.65K

Jun 30, 26

+5.09K

0.59%

SageGuard Financial Group, LLC

152.13K

Jun 30, 26

+39.01K

0.58%

ADVISOR GROUP HOLDINGS, INC.

146.32K

Jun 30, 26

+34.39K

0.56%

PFG Investments, LLC

123.35K

Jun 30, 26

-6.83K

0.47%

IHT Wealth Management, LLC

105.26K

Jun 30, 26

-22.17K

0.40%

Integrated Wealth Concepts LLC

104.97K

Jun 30, 26

+53.46K

0.40%

Maridea Wealth Management LLC

98.14K

Jun 30, 26

+29.98K

0.37%

Coral Wealth Management, LLC

95.39K

Jun 30, 26

+95.39K

0.36%

Bank of New York Mellon Corp

86.50K

Jun 30, 26

-4.10K

0.33%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

71.08K

Jun 30, 26

+21.24K

0.27%

Essex Financial Services, Inc.

66.17K

Jun 30, 26

+7.32K

0.25%

Equitable Holdings, Inc.

64.37K

Jun 30, 26

+3.16K

0.25%

Bernardo Wealth Planning LLC

53.64K

Jun 30, 26

+62

0.20%

Mutual Advisors, LLC

47.00K

Jun 30, 26

+1.09K

0.18%

WEDBUSH SECURITIES INC

44.88K

Jun 30, 26

+7.49K

0.17%

UBS Group AG

43.27K

Jun 30, 26

+617

0.16%

COLDSTREAM CAPITAL MANAGEMENT INC

41.19K

Jun 30, 26

+7.70K

0.16%

PMG Family Office LLC

39.96K

Jun 30, 26

+187

0.15%

Atria Investments, Inc

39.73K

Jun 30, 26

+3.60K

0.15%

Pitti Group Wealth Management, LLC

38.92K

Jun 30, 26

+3.86K

0.15%

Accel Wealth Management

37.23K

Jun 30, 26

-14.76K

0.14%

Patriot Financial Group Insurance Agency, LLC

35.82K

Jun 30, 26

-26.09K

0.14%

Strategic Wealth Partners, Ltd.

35.22K

Jun 30, 26

-6.57K

0.13%

Creative Planning

33.65K

Jun 30, 26

0.13%

Chicago Partners Investment Group LLC

32.54K

Jun 30, 26

+2.31K

0.12%

SG Americas Securities, LLC

30.00K

Jun 30, 26

0.11%

Kingsview Wealth Management, LLC

29.04K

Jun 30, 26

-973

0.11%

Cetera Investment Advisers

28.62K

Jun 30, 26

+6.90K

0.11%

Wick Capital Partners, LLC

28.47K

Jun 30, 26

+203

0.11%

Alpine Bank Wealth Management

25.90K

Jun 30, 26

+6.18K

0.10%

HighPoint Advisor Group LLC

24.03K

Jun 30, 26

+310

0.09%

CAPTRUST FINANCIAL ADVISORS

23.76K

Jun 30, 26

-190

0.09%

BKM Wealth Management, LLC

22.36K

Jun 30, 26

-3.83K

0.09%

Gladstone Institutional Advisory LLC

19.90K

Jun 30, 26

+4.09K

0.08%

PRIVATE TRUST CO NA

18.47K

Jun 30, 26

+2.22K

0.07%

Wealthcare Advisory Partners LLC

18.24K

Jun 30, 26

+175

0.07%

Colony Group, LLC

15.58K

Jun 30, 26

+15.58K

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.09K

Jun 30, 26

+6.17K

0.06%

Zhang Financial LLC

14.90K

Jun 30, 26

0.06%

BOS Asset Management, LLC

14.29K

Jun 30, 26

0.05%

Concurrent Investment Advisors, LLC

13.80K

Jun 30, 26

0.05%

HRT FINANCIAL LP

13.61K

Jun 30, 26

+13.61K

0.05%

Sherman Wealth Management LLC

12.96K

Jun 30, 26

-724

0.05%

Regal Investment Advisors LLC

12.57K

Jun 30, 26

+427

0.05%

TITLEIST ASSET MANAGEMENT, LLC

12.52K

Jun 30, 26

+2.13K

0.05%

IFG Advisory, LLC

12.18K

Jun 30, 26

+12.18K

0.05%

Colonial River Wealth Management, LLC

11.72K

Jun 30, 26

+11.72K

0.04%

Kestra Advisory Services, LLC

11.57K

Jun 30, 26

-8.49K

0.04%

WOODMONT INVESTMENT COUNSEL LLC

11.25K

Jun 30, 26

0.04%

Core Wealth Advisors, Inc.

11.11K

Jun 30, 26

+1.95K

0.04%

Pensionmark Financial Group, LLC

10.70K

Jun 30, 26

0.04%

JBR Co Financial Management Inc

10.46K

Jun 30, 26

+1.94K

0.04%

MGO ONE SEVEN LLC

10.42K

Jun 30, 26

+27

0.04%

Belpointe Asset Management LLC

10.41K

Jun 30, 26

+277

0.04%

CAP Partners, LLC

10.37K

Jun 30, 26

-451

0.04%

WNY Asset Management, LLC

9.62K

Jun 30, 26

+9.62K

0.04%

Nuveen, LLC

8.31K

Jun 30, 26

+8.31K

0.03%

Arkadios Wealth Advisors

8.31K

Jun 30, 26

+8.31K

0.03%

StoneX Group Inc.

7.81K

Jun 30, 26

+7.81K

0.03%

James J. Burns & Company, LLC

7.56K

Jun 30, 26

+7.56K

0.03%

Signature Wealth Management Partners, LLC

6.64K

Jun 30, 26

-2.28K

0.03%

Richmond Investment Services, LLC

6.58K

Jun 30, 26

-15.59K

0.03%

ENVESTNET ASSET MANAGEMENT INC

6.27K

Jun 30, 26

-537

0.02%

NewEdge Advisors, LLC

6.19K

Jun 30, 26

-9.71K

0.02%

JANE STREET GROUP, LLC

6.14K

Jun 30, 26

-11.31K

0.02%

Farther Finance Advisors, LLC

6.13K

Jun 30, 26

+10

0.02%

Private Advisor Group, LLC

5.92K

Jun 30, 26

+77

0.02%

Morse Asset Management, Inc

5.80K

Jun 30, 26

-2.89K

0.02%

Pinnacle Financial Partners, Inc.

5.73K

Jun 30, 26

-16.13K

0.02%

Cambridge Investment Research Advisors, Inc.

5.57K

Jun 30, 26

-1.87K

0.02%

Maia Wealth LLC

5.29K

Jun 30, 26

-3.20K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

5.21K

Jun 30, 26

-2.46K

0.02%

KKM Financial LLC

5.17K

Jun 30, 26

-4.66K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

5.15K

Jun 30, 26

+3.60K

0.02%

Advisory Services Network, LLC

5.07K

Jun 30, 26

+389

0.02%

COZAD ASSET MANAGEMENT INC

5.04K

Jun 30, 26

+5.04K

0.02%

Signal Advisors Wealth, LLC

5.01K

Jun 30, 26

+18

0.02%

Cornerstone Wealth Management, LLC

4.95K

Jun 30, 26

+4.95K

0.02%

FIFTH THIRD BANCORP

4.73K

Jun 30, 26

-123

0.02%

Gainplan LLC

4.70K

Jun 30, 26

-25

0.02%

Foundations Investment Advisors, LLC

4.69K

Jun 30, 26

-570

0.02%

Tulsa Wealth Advisors, INC

4.57K

Jun 30, 26

+4.57K

0.02%

CIBC Bancorp USA Inc.

4.49K

Jun 30, 26

-11.27K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

4.31K

Jun 30, 26

+4.31K

0.02%

Ankerstar Wealth, LLC

2.92K

Jun 30, 26

-66

0.01%

AdvisorNet Financial, Inc

2.68K

Jun 30, 26

0.01%

IFP Advisors, Inc

2.48K

Jun 30, 26

+53

0.01%

AE Wealth Management LLC

2.07K

Jun 30, 26

-2.52K

0.01%

Murphy & Mullick Capital Management Corp

1.85K

Jun 30, 26

+13

0.01%

Aptus Capital Advisors, LLC

1.45K

Jun 30, 26

0.01%

Essential Investment Partners LLC

1.36K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

1.19K

Jun 30, 26

0.00%

North Star Investment Management Corp.

1.00K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.00K

Jun 30, 26

+50

0.00%

HUNTINGTON NATIONAL BANK

1.00K

Jun 30, 26

0.00%

Synergy Investment Management, LLC

826

Jun 30, 26

+10

0.00%

CoreCap Advisors, LLC

772

Jun 30, 26

-41

0.00%

MidFirst Bank

761

Jun 30, 26

0.00%

Regatta Research & Money Management

728

Jun 30, 26

+728

0.00%

GROUP ONE TRADING, L.P.

689

Jun 30, 26

+689

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

448

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

317

Jun 30, 26

+221

0.00%

Larson Financial Group LLC

238

Jun 30, 26

+238

0.00%

Westside Investment Management, Inc.

134

Jun 30, 26

-427

0.00%

SHP Wealth Management

115

Jun 30, 26

+115

0.00%

Private Wealth Asset Management, LLC

100

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+22

0.00%

Mountain Hill Investment Partners Corp.

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

-131

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-229

Waverly Advisors, LLC

Jun 30, 26

-16.19K

Core Wealth Partners LLC

Jun 30, 26

-5.54K

Western Wealth Management, LLC

Jun 30, 26

-1.31K

CHELSEA COUNSEL CO

Jun 30, 26

-600

Sound Income Strategies, LLC

Jun 30, 26

-21

Roan Capital Partners

Jun 30, 26

-9.63K

Reyes Financial Architecture, Inc.

Jun 30, 26

-2.50K

Stillwater Wealth Management Group

37.75K

Mar 31, 26

+7.63K

0.14%

SMITH CHAS P & ASSOCIATES PA CPAS

9.00K

Mar 31, 26

0.03%

JOURNEY STRATEGIC WEALTH LLC

5.19K

Mar 31, 26

-38.58K

0.02%

BROWN, LISLE/CUMMINGS, INC.

2.29K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

1.45K

Mar 31, 26

+100

0.01%

CIBC Private Wealth Group, LLC

15.76K

Dec 31, 25

+2.24K

0.06%

COMERICA BANK

2.93K

Dec 31, 25

+916

0.01%

ORG Partners LLC

Dec 31, 25

-262

PINNACLE FINANCIAL PARTNERS INC

16.87K

Sep 30, 25

+13

0.06%

Atria Wealth Solutions, Inc.

Jun 30, 25

-15.37K

Grant/GrossMendelsohn, LLC

11.54K

Mar 31, 25

-3.41K

0.04%

Maxwell Wealth Strategies Inc.

39.15K

Dec 31, 24

+15.22K

0.15%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

585.46K

Sep 30, 24

+496.36K

2.23%

Raymond James Financial Services Advisors, Inc.

115.86K

Sep 30, 24

+66.79K

0.44%