VanEck Intermediate Muni ETF(ITM)

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VanEck Intermediate Muni ETF(ITM)

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$46.66—

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ITM(ITM)

ITM

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

Institutional Ownership

Top 249 Institutional Holders

Holder	Shares	Date	Change	% Held
CX Institutional	533.15K	Jun 30, 26	-424.37K	1.14%
FOCUS Wealth Advisors, LLC	184.36K	Jun 30, 26	+1.83K	0.39%
FULTON BANK, N.A.	82.91K	Jun 30, 26	+750	0.18%
Gradient Investments LLC	13.92K	Jun 30, 26	+472	0.03%
Hummer Financial Advisory Services Inc	8.75K	Jun 30, 26	--	0.02%
Fragasso Group Inc.	6.06K	Jun 30, 26	+36	0.01%
SAX WEALTH ADVISORS, LLC	5.97K	Jun 30, 26	+5.97K	0.01%
Wealthcare Advisory Partners LLC	5.43K	Jun 30, 26	+740	0.01%
Hardin Capital Partners, LLC	4.61K	Jun 30, 26	--	0.01%
RDA Financial Network	4.45K	Jun 30, 26	--	0.01%
Independence Bank of Kentucky	2.27K	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	1.43K	Jun 30, 26	-1.38K	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	207	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	111	Jun 30, 26	--	0.00%
SHEETS SMITH WEALTH MANAGEMENT	--	Jun 30, 26	-17.60K	--
BANK OF AMERICA CORP /DE/	16.47M	Mar 31, 26	+121.96K	35.12%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.93M	Mar 31, 26	-307.41K	8.39%
LPL Financial LLC	2.22M	Mar 31, 26	+89.79K	4.74%
AMERIPRISE FINANCIAL INC	1.42M	Mar 31, 26	+160.39K	3.02%
ENVESTNET ASSET MANAGEMENT INC	1.09M	Mar 31, 26	+10.92K	2.32%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.05M	Mar 31, 26	+1.04M	2.25%
Willis Johnson & Associates, Inc.	944.15K	Mar 31, 26	+160.50K	2.01%
WELLS FARGO & COMPANY/MN	798.05K	Mar 31, 26	-161.86K	1.70%
FMR LLC	751.30K	Mar 31, 26	-6.91K	1.60%
MORGAN STANLEY	669.88K	Mar 31, 26	-58.29K	1.43%
UMB Bank, n.a.	599.38K	Mar 31, 26	-424.67K	1.28%
Resources Investment Advisors, LLC.	501.55K	Mar 31, 26	+21.63K	1.07%
JPMORGAN CHASE & CO	448.24K	Mar 31, 26	-28.29K	0.96%
MATHER GROUP, LLC.	440.83K	Mar 31, 26	-15.77K	0.94%
DAVIDSON INVESTMENT ADVISORS	404.37K	Mar 31, 26	+17.80K	0.86%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	403.37K	Mar 31, 26	-189.75K	0.86%
STIFEL FINANCIAL CORP	364.08K	Mar 31, 26	+18.54K	0.78%
HighTower Advisors, LLC	318.63K	Mar 31, 26	-7.39K	0.68%
UBS Group AG	306.81K	Mar 31, 26	+8.27K	0.65%
Avidian Wealth Solutions, LLC	291.75K	Mar 31, 26	-32.03K	0.62%
GOLDMAN SACHS GROUP INC	283.30K	Mar 31, 26	+283.30K	0.60%
Cetera Investment Advisers	256.90K	Mar 31, 26	-7.93K	0.55%
RAYMOND JAMES FINANCIAL INC	168.98K	Mar 31, 26	+2.26K	0.36%
Clark Capital Management Group, Inc.	147.22K	Mar 31, 26	+2.22K	0.31%
ROYAL BANK OF CANADA	140.84K	Mar 31, 26	+40.95K	0.30%
PARK AVENUE SECURITIES LLC	133.35K	Mar 31, 26	-1.13K	0.28%
Cerity Partners LLC	122.42K	Mar 31, 26	+29.79K	0.26%
JANE STREET GROUP, LLC	120.22K	Mar 31, 26	+50.61K	0.26%
CITADEL ADVISORS LLC	116.41K	Mar 31, 26	+102.73K	0.25%
Advisors Preferred, LLC	108.25K	Mar 31, 26	+108.25K	0.23%
BRANDYWINE OAK PRIVATE WEALTH LLC	103.14K	Mar 31, 26	+10.79K	0.22%
SIMON QUICK ADVISORS, LLC	94.34K	Mar 31, 26	-1.03K	0.20%
PRINCIPAL SECURITIES, INC.	93.33K	Mar 31, 26	+1.50K	0.20%
AXXCESS WEALTH MANAGEMENT, LLC	91.34K	Mar 31, 26	+10.59K	0.19%
Clearstead Advisors, LLC	91.21K	Mar 31, 26	+244	0.19%
THRIVENT FINANCIAL FOR LUTHERANS	75.85K	Mar 31, 26	-18.63K	0.16%
Cornerstone Wealth Management, LLC	69.84K	Mar 31, 26	+1.48K	0.15%
TRUIST FINANCIAL CORP	69.65K	Mar 31, 26	-6.37K	0.15%
Granite Harbor Advisors, Inc.	67.22K	Mar 31, 26	+5.66K	0.14%
Parkside Financial Bank & Trust	66.76K	Mar 31, 26	+2.49K	0.14%
VICUS CAPITAL	62.04K	Mar 31, 26	-949	0.13%
MML INVESTORS SERVICES, LLC	59.02K	Mar 31, 26	+9.50K	0.13%
Vise Technologies, Inc.	57.51K	Mar 31, 26	--	0.12%
J.Safra Asset Management Corp	53.42K	Mar 31, 26	-1.90K	0.11%
Sanctuary Advisors, LLC	49.01K	Mar 31, 26	+3.95K	0.10%
Waverly Advisors, LLC	40.69K	Mar 31, 26	-5.08K	0.09%
OLD NATIONAL BANCORP /IN/	40.38K	Mar 31, 26	-17.87K	0.09%
JONES FINANCIAL COMPANIES LLLP	38.05K	Mar 31, 26	+5.10K	0.08%
Midwest Trust Co	35.84K	Mar 31, 26	-1.12K	0.08%
Bank of New York Mellon Corp	33.83K	Mar 31, 26	+33.83K	0.07%
Rockefeller Capital Management L.P.	33.32K	Mar 31, 26	+277	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	33.13K	Mar 31, 26	+2.42K	0.07%
Mariner, LLC	31.87K	Mar 31, 26	+9.22K	0.07%
XML Financial, LLC	30.34K	Mar 31, 26	+3.83K	0.06%
Beaumont Financial Advisors, LLC	27.21K	Mar 31, 26	--	0.06%
1620 INVESTMENT ADVISORS, INC.	26.08K	Mar 31, 26	--	0.06%
LAZARD ASSET MANAGEMENT LLC	25.54K	Mar 31, 26	--	0.05%
Baker Avenue Asset Management, LP	23.46K	Mar 31, 26	+797	0.05%
Westside Investment Management, Inc.	22.72K	Mar 31, 26	+2.18K	0.05%
Union Bancaire Privee, UBP SA	22.00K	Mar 31, 26	--	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	21.79K	Mar 31, 26	--	0.05%
Cambridge Investment Research Advisors, Inc.	21.03K	Mar 31, 26	-3.96K	0.04%
Quantinno Capital Management LP	20.17K	Mar 31, 26	+11.65K	0.04%
Wealthspire Advisors, LLC	20.16K	Mar 31, 26	+4.70K	0.04%
Aquire Wealth Advisors, LLC	19.31K	Mar 31, 26	+23	0.04%
Idaho Trust Bank	19.13K	Mar 31, 26	-15.10K	0.04%
CHOREO, LLC	19.04K	Mar 31, 26	+1.59K	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	18.10K	Mar 31, 26	-392	0.04%
CWM, LLC	17.98K	Mar 31, 26	-915	0.04%
RENAISSANCE TECHNOLOGIES LLC	17.90K	Mar 31, 26	-15.30K	0.04%
Private Advisor Group, LLC	15.94K	Mar 31, 26	--	0.03%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	15.87K	Mar 31, 26	--	0.03%
Perigon Wealth Management, LLC	15.71K	Mar 31, 26	-411	0.03%
Goodwin Investment Advisory	15.43K	Mar 31, 26	-7.68K	0.03%
OPPENHEIMER & CO INC	15.34K	Mar 31, 26	-152	0.03%
Strategic Blueprint, LLC	15.19K	Mar 31, 26	-4.46K	0.03%
Ameritas Investment Partners, Inc.	15.12K	Mar 31, 26	-350	0.03%
PETRA FINANCIAL ADVISORS INC	14.99K	Mar 31, 26	+819	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	14.72K	Mar 31, 26	-597	0.03%
FIFTH THIRD BANCORP	14.70K	Mar 31, 26	+14.70K	0.03%
Gutierrez Wealth Advisory, LLC	13.70K	Mar 31, 26	-136	0.03%
WBH ADVISORY INC	13.60K	Mar 31, 26	--	0.03%
ALESCO ADVISORS LLC	12.94K	Mar 31, 26	-3.30K	0.03%
PRIVATE TRUST CO NA	12.35K	Mar 31, 26	+1	0.03%
Curbstone Financial Management Corp	12.25K	Mar 31, 26	--	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	12.19K	Mar 31, 26	+5.07K	0.03%
FIRST TRUST ADVISORS LP	12.12K	Mar 31, 26	+1.48K	0.03%
Rinkey Investments	12.11K	Mar 31, 26	--	0.03%
Stokes Family Office, LLC	12.05K	Mar 31, 26	--	0.03%
Pensionmark Financial Group, LLC	11.84K	Mar 31, 26	+559	0.03%
FLOW TRADERS U.S. LLC	11.77K	Mar 31, 26	+11.77K	0.03%
ONE Advisory Partners, LLC	11.71K	Mar 31, 26	-549	0.02%
TD PRIVATE CLIENT WEALTH LLC	11.64K	Mar 31, 26	+108	0.02%
Ameraudi Asset Management, Inc.	11.40K	Mar 31, 26	--	0.02%
1834 INVESTMENT ADVISORS CO	11.15K	Mar 31, 26	--	0.02%
Leo Wealth, LLC	11.04K	Mar 31, 26	--	0.02%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	10.76K	Mar 31, 26	+10.76K	0.02%
Clearwater Capital Advisors, LLC	10.59K	Mar 31, 26	--	0.02%
Lee Financial Co	10.50K	Mar 31, 26	--	0.02%
Merit Financial Group, LLC	10.32K	Mar 31, 26	+311	0.02%
VestGen Advisors, LLC	10.28K	Mar 31, 26	--	0.02%
ADVISOR GROUP HOLDINGS, INC.	10.12K	Mar 31, 26	-3.81K	0.02%
Paul Damon & Associates, Inc.	9.95K	Mar 31, 26	-282	0.02%
Summit Financial, LLC	9.94K	Mar 31, 26	+47	0.02%
Creative Planning	9.76K	Mar 31, 26	-594	0.02%
CFS Investment Advisory Services, LLC	9.44K	Mar 31, 26	-540	0.02%
AQR CAPITAL MANAGEMENT LLC	9.39K	Mar 31, 26	--	0.02%
Concurrent Investment Advisors, LLC	9.32K	Mar 31, 26	+372	0.02%
Janney Montgomery Scott LLC	9.20K	Mar 31, 26	-1.63K	0.02%
JOHNSON INVESTMENT COUNSEL INC	8.47K	Mar 31, 26	+8.47K	0.02%
Steward Partners Investment Advisory, LLC	8.34K	Mar 31, 26	--	0.02%
Hyundai Investments Co., Ltd.	8.31K	Mar 31, 26	-3.36K	0.02%
TIAA TRUST, NATIONAL ASSOCIATION	8.24K	Mar 31, 26	-853.86K	0.02%
TBH Global Asset Management, LLC	7.84K	Mar 31, 26	-1.20K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	7.74K	Mar 31, 26	-36	0.02%
GenTrust, LLC	7.69K	Mar 31, 26	-10.10K	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	7.50K	Mar 31, 26	--	0.02%
FF Advisors,LLC	7.38K	Mar 31, 26	--	0.02%
M&T BANK CORP	7.37K	Mar 31, 26	-616	0.02%
Tower Research Capital LLC (TRC)	7.17K	Mar 31, 26	+7.17K	0.02%
Stratos Wealth Partners, LTD.	6.85K	Mar 31, 26	+27	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6.56K	Mar 31, 26	-122	0.01%
STEPHENS INC /AR/	6.51K	Mar 31, 26	-373	0.01%
Sargent Investment Group, LLC	6.12K	Mar 31, 26	--	0.01%
NFP Retirement, Inc.	6.03K	Mar 31, 26	--	0.01%
Integrated Wealth Concepts LLC	5.12K	Mar 31, 26	+5.12K	0.01%
Capital Advisors Wealth Management, LLC	4.96K	Mar 31, 26	+23	0.01%
RMR Wealth Builders	4.76K	Mar 31, 26	+4.76K	0.01%
Kingsview Wealth Management, LLC	4.61K	Mar 31, 26	-156	0.01%
Robertson Stephens Wealth Management, LLC	4.46K	Mar 31, 26	--	0.01%
HUNTINGTON NATIONAL BANK	4.33K	Mar 31, 26	+227	0.01%
AE Wealth Management LLC	3.25K	Mar 31, 26	+1.02K	0.01%
Smartleaf Asset Management LLC	2.69K	Mar 31, 26	-66	0.01%
Advisory Services Network, LLC	1.90K	Mar 31, 26	+1.90K	0.00%
Aptus Capital Advisors, LLC	1.67K	Mar 31, 26	-639	0.00%
Winthrop Capital Management, LLC	1.66K	Mar 31, 26	--	0.00%
US BANCORP \DE\	1.40K	Mar 31, 26	+753	0.00%
Founders Financial Alliance, LLC	1.31K	Mar 31, 26	+1.31K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.20K	Mar 31, 26	+487	0.00%
Front Row Advisors LLC	1.20K	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	1.17K	Mar 31, 26	+1.12K	0.00%
Avalon Trust Co	1.10K	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	972	Mar 31, 26	-101	0.00%
Farther Finance Advisors, LLC	905	Mar 31, 26	+2	0.00%
BLAIR WILLIAM & CO/IL	867	Mar 31, 26	+130	0.00%
Ronald Blue Trust, Inc.	633	Mar 31, 26	+310	0.00%
NewEdge Advisors, LLC	500	Mar 31, 26	--	0.00%
Clarity Asset Management, Inc.	362	Mar 31, 26	+2	0.00%
IFP Advisors, Inc	352	Mar 31, 26	--	0.00%
TSFG, LLC	315	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	235	Mar 31, 26	-1.49K	0.00%
Western Wealth Management, LLC	215	Mar 31, 26	+215	0.00%
SRS Capital Advisors, Inc.	184	Mar 31, 26	+184	0.00%
Bogart Wealth, LLC	173	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	155	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	146	Mar 31, 26	-5	0.00%
SIGNATUREFD, LLC	130	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	109	Mar 31, 26	-93	0.00%
HighMark Wealth Management LLC	54	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	41	Mar 31, 26	+41	0.00%
EverSource Wealth Advisors, LLC	14	Mar 31, 26	+14	0.00%
Banque Transatlantique SA	11	Mar 31, 26	+11	0.00%
DHJJ Financial Advisors, Ltd.	4	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	2	Mar 31, 26	--	0.00%
BlackRock, Inc.	1	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	--	Mar 31, 26	-1.06K	--
Canton Hathaway, LLC	--	Mar 31, 26	-431	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-3.91K	--
Engineers Gate Manager LP	--	Mar 31, 26	-6.02K	--
Mattson Financial Services, LLC	--	Mar 31, 26	-9.87K	--
SYKON CAPITAL LLC	--	Mar 31, 26	-43.88K	--
Hilltop Holdings Inc.	--	Mar 31, 26	-6.11K	--
Integrity Financial Corp /WA	--	Mar 31, 26	-6.22K	--
Running Point Capital Advisors, LLC	34.69K	Dec 31, 25	-991	0.07%
COMERICA BANK	18.78K	Dec 31, 25	-357	0.04%
Global Retirement Partners, LLC	4.43K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	1.08K	Dec 31, 25	--	0.00%
SYNOVUS FINANCIAL CORP	10.82K	Sep 30, 25	+2.55K	0.02%
OPTIMUM INVESTMENT ADVISORS	10.25K	Sep 30, 25	--	0.02%
Apexium Financial, LP	7.50K	Sep 30, 25	--	0.02%
AllSquare Wealth Management LLC	309	Sep 30, 25	-216	0.00%
AVANTAX ADVISORY SERVICES, INC.	20.82K	Jun 30, 25	+7.03K	0.04%
First Horizon Advisors, Inc.	5.24K	Jun 30, 25	+445	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-5.55K	--
Proquility Private Wealth Partners, LLC	113.09K	Mar 31, 25	+87.66K	0.24%
Aveo Capital Partners, LLC	11.92K	Mar 31, 25	+1.81K	0.03%
Orion Portfolio Solutions, LLC	7.40K	Mar 31, 25	--	0.02%
Sandy Spring Bank	57	Mar 31, 25	+57	0.00%
HTLF Bank	1.27M	Dec 31, 24	-557	2.71%
Raymond James Financial Services Advisors, Inc.	131.41K	Sep 30, 24	+75.79K	0.28%
RAYMOND JAMES & ASSOCIATES	41.05K	Sep 30, 24	-20.21K	0.09%
First Personal Financial Services	1.10K	Sep 30, 24	--	0.00%
Private Ocean, LLC	11.60K	Jun 30, 24	--	0.02%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	87.57K	Mar 31, 24	-4.96K	0.19%
Cetera Advisor Networks LLC	57.06K	Mar 31, 24	+14.40K	0.12%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	9.62K	Mar 31, 24	+9.62K	0.02%
Cetera Advisors LLC	5.50K	Mar 31, 24	+1.13K	0.01%
StrategIQ Financial Group, LLC	12.97K	Dec 31, 23	-2.17K	0.03%
DUBUQUE BANK & TRUST CO	838.58K	Sep 30, 23	+55.13K	1.79%
Milestone Advisory Partners	5.42K	Sep 30, 23	--	0.01%
AJ WEALTH STRATEGIES, LLC	136.35K	Jun 30, 23	-875	0.29%
TimeScale Financial, Inc.	7.96K	Jun 30, 23	+172	0.02%
Endurance Wealth Management, Inc.	65	Jun 30, 23	--	0.00%
BDO Wealth Advisors, LLC	20	Jun 30, 23	+1	0.00%
CAPRIN ASSET MANAGEMENT LLC /ADV	299.45K	Dec 31, 22	-90.29K	0.64%
BANK OF THE WEST	20.48K	Dec 31, 22	+7.99K	0.04%
SADOFF INVESTMENT MANAGEMENT LLC	25.51K	Sep 30, 22	-325	0.05%
American Portfolios Advisors	22.09K	Sep 30, 22	+22.09K	0.05%
MUFG Americas Holdings Corp	6.54K	Sep 30, 22	--	0.01%
CYPRESS CAPITAL MANAGEMENT LLC	--	Sep 30, 22	-9.29K	--
Farmer Steven Patrick	8.86K	Jun 30, 22	+8.86K	0.02%
Loveless Wealth Management LLC	8.47K	Jun 30, 22	-400	0.02%
B. Riley Wealth Management, Inc.	6.11K	Jun 30, 22	+6.11K	0.01%
Karn, Couzens & Associates, Inc.	41.16K	Mar 31, 22	+41.16K	0.09%
Altavista Wealth Management, Inc.	33.77K	Dec 31, 21	--	0.07%
Carroll Financial Associates, Inc.	2.48K	Dec 31, 21	--	0.01%
NEXT Financial Group, Inc	--	Dec 31, 21	-105	--
Cardan Capital Partners, LLC	45.96K	Sep 30, 21	+467	0.10%
QCI ASSET MANAGEMENT INC/NY	4.18K	Sep 30, 21	--	0.01%
WealthStone, Inc.	5.04K	Mar 31, 21	+1.10K	0.01%
TCF National Bank	4.67K	Mar 31, 21	+4.67K	0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV	--	Dec 31, 20	-530	--
QUANTUM CAPITAL MANAGEMENT	2.75K	Sep 30, 20	+50	0.01%
LifePlan Financial Group, Inc	--	Sep 30, 20	-1.79K	--
Bernicke Wealth Management, Ltd.	6.51K	Jun 30, 20	+6.51K	0.01%
Advisor Group, Inc.	52.84K	Dec 31, 19	-122	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.97K	Dec 31, 19	-550	0.05%
BB&T SECURITIES, LLC	384.86K	Sep 30, 19	+769	0.82%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	61.73K	Sep 30, 19	+7.20K	0.13%
American Financial Network Advisory Services LLC	--	Sep 30, 19	-9.48K	--
Ceros Financial Services Inc.	39.50K	Mar 31, 19	+39.50K	0.08%
NORTHERN CAPITAL MANAGEMENT LLC	34.22K	Dec 31, 18	+34.22K	0.07%
Sigma Investment Management Co	7.79K	Dec 31, 18	+7.79K	0.02%
COMERICA SECURITIES INC	5.67K	Dec 31, 18	+5.67K	0.01%

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Holder

Date

Change

% Held

CX Institutional

533.15K

Jun 30, 26

-424.37K

1.14%

FOCUS Wealth Advisors, LLC

184.36K

Jun 30, 26

+1.83K

0.39%

FULTON BANK, N.A.

82.91K

Jun 30, 26

+750

0.18%

Gradient Investments LLC

13.92K

Jun 30, 26

+472

0.03%

Hummer Financial Advisory Services Inc

8.75K

Jun 30, 26

0.02%

Fragasso Group Inc.

6.06K

Jun 30, 26

+36

0.01%

SAX WEALTH ADVISORS, LLC

5.97K

Jun 30, 26

+5.97K

0.01%

Wealthcare Advisory Partners LLC

5.43K

Jun 30, 26

+740

0.01%

Hardin Capital Partners, LLC

4.61K

Jun 30, 26

0.01%

RDA Financial Network

4.45K

Jun 30, 26

0.01%

Independence Bank of Kentucky

2.27K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

1.43K

Jun 30, 26

-1.38K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

207

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

111

Jun 30, 26

0.00%

SHEETS SMITH WEALTH MANAGEMENT

Jun 30, 26

-17.60K

BANK OF AMERICA CORP /DE/

16.47M

Mar 31, 26

+121.96K

35.12%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.93M

Mar 31, 26

-307.41K

8.39%

LPL Financial LLC

2.22M

Mar 31, 26

+89.79K

4.74%

AMERIPRISE FINANCIAL INC

1.42M

Mar 31, 26

+160.39K

3.02%

ENVESTNET ASSET MANAGEMENT INC

1.09M

Mar 31, 26

+10.92K

2.32%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

1.05M

Mar 31, 26

+1.04M

2.25%

Willis Johnson & Associates, Inc.

944.15K

Mar 31, 26

+160.50K

2.01%

WELLS FARGO & COMPANY/MN

798.05K

Mar 31, 26

-161.86K

1.70%

FMR LLC

751.30K

Mar 31, 26

-6.91K

1.60%

MORGAN STANLEY

669.88K

Mar 31, 26

-58.29K

1.43%

UMB Bank, n.a.

599.38K

Mar 31, 26

-424.67K

1.28%

Resources Investment Advisors, LLC.

501.55K

Mar 31, 26

+21.63K

1.07%

JPMORGAN CHASE & CO

448.24K

Mar 31, 26

-28.29K

0.96%

MATHER GROUP, LLC.

440.83K

Mar 31, 26

-15.77K

0.94%

DAVIDSON INVESTMENT ADVISORS

404.37K

Mar 31, 26

+17.80K

0.86%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

403.37K

Mar 31, 26

-189.75K

0.86%

STIFEL FINANCIAL CORP

364.08K

Mar 31, 26

+18.54K

0.78%

HighTower Advisors, LLC

318.63K

Mar 31, 26

-7.39K

0.68%

UBS Group AG

306.81K

Mar 31, 26

+8.27K

0.65%

Avidian Wealth Solutions, LLC

291.75K

Mar 31, 26

-32.03K

0.62%

GOLDMAN SACHS GROUP INC

283.30K

Mar 31, 26

+283.30K

0.60%

Cetera Investment Advisers

256.90K

Mar 31, 26

-7.93K

0.55%

RAYMOND JAMES FINANCIAL INC

168.98K

Mar 31, 26

+2.26K

0.36%

Clark Capital Management Group, Inc.

147.22K

Mar 31, 26

+2.22K

0.31%

ROYAL BANK OF CANADA

140.84K

Mar 31, 26

+40.95K

0.30%

PARK AVENUE SECURITIES LLC

133.35K

Mar 31, 26

-1.13K

0.28%

Cerity Partners LLC

122.42K

Mar 31, 26

+29.79K

0.26%

JANE STREET GROUP, LLC

120.22K

Mar 31, 26

+50.61K

0.26%

CITADEL ADVISORS LLC

116.41K

Mar 31, 26

+102.73K

0.25%

Advisors Preferred, LLC

108.25K

Mar 31, 26

+108.25K

0.23%

BRANDYWINE OAK PRIVATE WEALTH LLC

103.14K

Mar 31, 26

+10.79K

0.22%

SIMON QUICK ADVISORS, LLC

94.34K

Mar 31, 26

-1.03K

0.20%

PRINCIPAL SECURITIES, INC.

93.33K

Mar 31, 26

+1.50K

0.20%

AXXCESS WEALTH MANAGEMENT, LLC

91.34K

Mar 31, 26

+10.59K

0.19%

Clearstead Advisors, LLC

91.21K

Mar 31, 26

+244

0.19%

THRIVENT FINANCIAL FOR LUTHERANS

75.85K

Mar 31, 26

-18.63K

0.16%

Cornerstone Wealth Management, LLC

69.84K

Mar 31, 26

+1.48K

0.15%

TRUIST FINANCIAL CORP

69.65K

Mar 31, 26

-6.37K

0.15%

Granite Harbor Advisors, Inc.

67.22K

Mar 31, 26

+5.66K

0.14%

Parkside Financial Bank & Trust

66.76K

Mar 31, 26

+2.49K

0.14%

VICUS CAPITAL

62.04K

Mar 31, 26

-949

0.13%

MML INVESTORS SERVICES, LLC

59.02K

Mar 31, 26

+9.50K

0.13%

Vise Technologies, Inc.

57.51K

Mar 31, 26

0.12%

J.Safra Asset Management Corp

53.42K

Mar 31, 26

-1.90K

0.11%

Sanctuary Advisors, LLC

49.01K

Mar 31, 26

+3.95K

0.10%

Waverly Advisors, LLC

40.69K

Mar 31, 26

-5.08K

0.09%

OLD NATIONAL BANCORP /IN/

40.38K

Mar 31, 26

-17.87K

0.09%

JONES FINANCIAL COMPANIES LLLP

38.05K

Mar 31, 26

+5.10K

0.08%

Midwest Trust Co

35.84K

Mar 31, 26

-1.12K

0.08%

Bank of New York Mellon Corp

33.83K

Mar 31, 26

+33.83K

0.07%

Rockefeller Capital Management L.P.

33.32K

Mar 31, 26

+277

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

33.13K

Mar 31, 26

+2.42K

0.07%

Mariner, LLC

31.87K

Mar 31, 26

+9.22K

0.07%

XML Financial, LLC

30.34K

Mar 31, 26

+3.83K

0.06%

Beaumont Financial Advisors, LLC

27.21K

Mar 31, 26

0.06%

1620 INVESTMENT ADVISORS, INC.

26.08K

Mar 31, 26

0.06%

LAZARD ASSET MANAGEMENT LLC

25.54K

Mar 31, 26

0.05%

Baker Avenue Asset Management, LP

23.46K

Mar 31, 26

+797

0.05%

Westside Investment Management, Inc.

22.72K

Mar 31, 26

+2.18K

0.05%

Union Bancaire Privee, UBP SA

22.00K

Mar 31, 26

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

21.79K

Mar 31, 26

0.05%

Cambridge Investment Research Advisors, Inc.

21.03K

Mar 31, 26

-3.96K

0.04%

Quantinno Capital Management LP

20.17K

Mar 31, 26

+11.65K

0.04%

Wealthspire Advisors, LLC

20.16K

Mar 31, 26

+4.70K

0.04%

Aquire Wealth Advisors, LLC

19.31K

Mar 31, 26

+23

0.04%

Idaho Trust Bank

19.13K

Mar 31, 26

-15.10K

0.04%

CHOREO, LLC

19.04K

Mar 31, 26

+1.59K

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

18.10K

Mar 31, 26

-392

0.04%

CWM, LLC

17.98K

Mar 31, 26

-915

0.04%

RENAISSANCE TECHNOLOGIES LLC

17.90K

Mar 31, 26

-15.30K

0.04%

Private Advisor Group, LLC

15.94K

Mar 31, 26

0.03%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

15.87K

Mar 31, 26

0.03%

Perigon Wealth Management, LLC

15.71K

Mar 31, 26

-411

0.03%

Goodwin Investment Advisory

15.43K

Mar 31, 26

-7.68K

0.03%

OPPENHEIMER & CO INC

15.34K

Mar 31, 26

-152

0.03%

Strategic Blueprint, LLC

15.19K

Mar 31, 26

-4.46K

0.03%

Ameritas Investment Partners, Inc.

15.12K

Mar 31, 26

-350

0.03%

PETRA FINANCIAL ADVISORS INC

14.99K

Mar 31, 26

+819

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

14.72K

Mar 31, 26

-597

0.03%

FIFTH THIRD BANCORP

14.70K

Mar 31, 26

+14.70K

0.03%

Gutierrez Wealth Advisory, LLC

13.70K

Mar 31, 26

-136

0.03%

WBH ADVISORY INC

13.60K

Mar 31, 26

0.03%

ALESCO ADVISORS LLC

12.94K

Mar 31, 26

-3.30K

0.03%

PRIVATE TRUST CO NA

12.35K

Mar 31, 26

0.03%

Curbstone Financial Management Corp

12.25K

Mar 31, 26

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

12.19K

Mar 31, 26

+5.07K

0.03%

FIRST TRUST ADVISORS LP

12.12K

Mar 31, 26

+1.48K

0.03%

Rinkey Investments

12.11K

Mar 31, 26

0.03%

Stokes Family Office, LLC

12.05K

Mar 31, 26

0.03%

Pensionmark Financial Group, LLC

11.84K

Mar 31, 26

+559

0.03%

FLOW TRADERS U.S. LLC

11.77K

Mar 31, 26

+11.77K

0.03%

ONE Advisory Partners, LLC

11.71K

Mar 31, 26

-549

0.02%

TD PRIVATE CLIENT WEALTH LLC

11.64K

Mar 31, 26

+108

0.02%

Ameraudi Asset Management, Inc.

11.40K

Mar 31, 26

0.02%

1834 INVESTMENT ADVISORS CO

11.15K

Mar 31, 26

0.02%

Leo Wealth, LLC

11.04K

Mar 31, 26

0.02%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

10.76K

Mar 31, 26

+10.76K

0.02%

Clearwater Capital Advisors, LLC

10.59K

Mar 31, 26

0.02%

Lee Financial Co

10.50K

Mar 31, 26

0.02%

Merit Financial Group, LLC

10.32K

Mar 31, 26

+311

0.02%

VestGen Advisors, LLC

10.28K

Mar 31, 26

0.02%

ADVISOR GROUP HOLDINGS, INC.

10.12K

Mar 31, 26

-3.81K

0.02%

Paul Damon & Associates, Inc.

9.95K

Mar 31, 26

-282

0.02%

Summit Financial, LLC

9.94K

Mar 31, 26

+47

0.02%

Creative Planning

9.76K

Mar 31, 26

-594

0.02%

CFS Investment Advisory Services, LLC

9.44K

Mar 31, 26

-540

0.02%

AQR CAPITAL MANAGEMENT LLC

9.39K

Mar 31, 26

0.02%

Concurrent Investment Advisors, LLC

9.32K

Mar 31, 26

+372

0.02%

Janney Montgomery Scott LLC

9.20K

Mar 31, 26

-1.63K

0.02%

JOHNSON INVESTMENT COUNSEL INC

8.47K

Mar 31, 26

+8.47K

0.02%

Steward Partners Investment Advisory, LLC

8.34K

Mar 31, 26

0.02%

Hyundai Investments Co., Ltd.

8.31K

Mar 31, 26

-3.36K

0.02%

TIAA TRUST, NATIONAL ASSOCIATION

8.24K

Mar 31, 26

-853.86K

0.02%

TBH Global Asset Management, LLC

7.84K

Mar 31, 26

-1.20K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

7.74K

Mar 31, 26

-36

0.02%

GenTrust, LLC

7.69K

Mar 31, 26

-10.10K

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

7.50K

Mar 31, 26

0.02%

FF Advisors,LLC

7.38K

Mar 31, 26

0.02%

M&T BANK CORP

7.37K

Mar 31, 26

-616

0.02%

Tower Research Capital LLC (TRC)

7.17K

Mar 31, 26

+7.17K

0.02%

Stratos Wealth Partners, LTD.

6.85K

Mar 31, 26

+27

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

6.56K

Mar 31, 26

-122

0.01%

STEPHENS INC /AR/

6.51K

Mar 31, 26

-373

0.01%

Sargent Investment Group, LLC

6.12K

Mar 31, 26

0.01%

NFP Retirement, Inc.

6.03K

Mar 31, 26

0.01%

Integrated Wealth Concepts LLC

5.12K

Mar 31, 26

+5.12K

0.01%

Capital Advisors Wealth Management, LLC

4.96K

Mar 31, 26

+23

0.01%

RMR Wealth Builders

4.76K

Mar 31, 26

+4.76K

0.01%

Kingsview Wealth Management, LLC

4.61K

Mar 31, 26

-156

0.01%

Robertson Stephens Wealth Management, LLC

4.46K

Mar 31, 26

0.01%

HUNTINGTON NATIONAL BANK

4.33K

Mar 31, 26

+227

0.01%

AE Wealth Management LLC

3.25K

Mar 31, 26

+1.02K

0.01%

Smartleaf Asset Management LLC

2.69K

Mar 31, 26

-66

0.01%

Advisory Services Network, LLC

1.90K

Mar 31, 26

+1.90K

0.00%

Aptus Capital Advisors, LLC

1.67K

Mar 31, 26

-639

0.00%

Winthrop Capital Management, LLC

1.66K

Mar 31, 26

0.00%

US BANCORP \DE\

1.40K

Mar 31, 26

+753

0.00%

Founders Financial Alliance, LLC

1.31K

Mar 31, 26

+1.31K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.20K

Mar 31, 26

+487

0.00%

Front Row Advisors LLC

1.20K

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

1.17K

Mar 31, 26

+1.12K

0.00%

Avalon Trust Co

1.10K

Mar 31, 26

0.00%

Ancora Advisors, LLC

972

Mar 31, 26

-101

0.00%

Farther Finance Advisors, LLC

905

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

867

Mar 31, 26

+130

0.00%

Ronald Blue Trust, Inc.

633

Mar 31, 26

+310

0.00%

NewEdge Advisors, LLC

500

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

362

Mar 31, 26

0.00%

IFP Advisors, Inc

352

Mar 31, 26

0.00%

TSFG, LLC

315

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

235

Mar 31, 26

-1.49K

0.00%

Western Wealth Management, LLC

215

Mar 31, 26

+215

0.00%

SRS Capital Advisors, Inc.

184

Mar 31, 26

+184

0.00%

Bogart Wealth, LLC

173

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

155

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

146

Mar 31, 26

-5

0.00%

SIGNATUREFD, LLC

130

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

109

Mar 31, 26

-93

0.00%

HighMark Wealth Management LLC

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

+41

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

+14

0.00%

Banque Transatlantique SA

Mar 31, 26

+11

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

0.00%

AlphaCore Capital LLC

Mar 31, 26

-1.06K

Canton Hathaway, LLC

Mar 31, 26

-431

Kestra Advisory Services, LLC

Mar 31, 26

-3.91K

Engineers Gate Manager LP

Mar 31, 26

-6.02K

Mattson Financial Services, LLC

Mar 31, 26

-9.87K

SYKON CAPITAL LLC

Mar 31, 26

-43.88K

Hilltop Holdings Inc.

Mar 31, 26

-6.11K

Integrity Financial Corp /WA

Mar 31, 26

-6.22K

Running Point Capital Advisors, LLC

34.69K

Dec 31, 25

-991

0.07%

COMERICA BANK

18.78K

Dec 31, 25

-357

0.04%

Global Retirement Partners, LLC

4.43K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

1.08K

Dec 31, 25

0.00%

SYNOVUS FINANCIAL CORP

10.82K

Sep 30, 25

+2.55K

0.02%

OPTIMUM INVESTMENT ADVISORS

10.25K

Sep 30, 25

0.02%

Apexium Financial, LP

7.50K

Sep 30, 25

0.02%

AllSquare Wealth Management LLC

309

Sep 30, 25

-216

0.00%

AVANTAX ADVISORY SERVICES, INC.

20.82K

Jun 30, 25

+7.03K

0.04%

First Horizon Advisors, Inc.

5.24K

Jun 30, 25

+445

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-5.55K

Proquility Private Wealth Partners, LLC

113.09K

Mar 31, 25

+87.66K

0.24%

Aveo Capital Partners, LLC

11.92K

Mar 31, 25

+1.81K

0.03%

Orion Portfolio Solutions, LLC

7.40K

Mar 31, 25

0.02%

Sandy Spring Bank

Mar 31, 25

+57

0.00%

HTLF Bank

1.27M

Dec 31, 24

-557

2.71%

Raymond James Financial Services Advisors, Inc.

131.41K

Sep 30, 24

+75.79K

0.28%

RAYMOND JAMES & ASSOCIATES

41.05K

Sep 30, 24

-20.21K

0.09%

First Personal Financial Services

1.10K

Sep 30, 24

0.00%

Private Ocean, LLC

11.60K

Jun 30, 24

0.02%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

87.57K

Mar 31, 24

-4.96K

0.19%

Cetera Advisor Networks LLC

57.06K

Mar 31, 24

+14.40K

0.12%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

9.62K

Mar 31, 24

+9.62K

0.02%

Cetera Advisors LLC

5.50K

Mar 31, 24

+1.13K

0.01%

StrategIQ Financial Group, LLC

12.97K

Dec 31, 23

-2.17K

0.03%

DUBUQUE BANK & TRUST CO

838.58K

Sep 30, 23

+55.13K

1.79%

Milestone Advisory Partners

5.42K

Sep 30, 23

0.01%

AJ WEALTH STRATEGIES, LLC

136.35K

Jun 30, 23

-875

0.29%

TimeScale Financial, Inc.

7.96K

Jun 30, 23

+172

0.02%

Endurance Wealth Management, Inc.

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

0.00%

CAPRIN ASSET MANAGEMENT LLC /ADV

299.45K

Dec 31, 22

-90.29K

0.64%

BANK OF THE WEST

20.48K

Dec 31, 22

+7.99K

0.04%

SADOFF INVESTMENT MANAGEMENT LLC

25.51K

Sep 30, 22

-325

0.05%

American Portfolios Advisors

22.09K

Sep 30, 22

+22.09K

0.05%

MUFG Americas Holdings Corp

6.54K

Sep 30, 22

0.01%

CYPRESS CAPITAL MANAGEMENT LLC

Sep 30, 22

-9.29K

Farmer Steven Patrick

8.86K

Jun 30, 22

+8.86K

0.02%

Loveless Wealth Management LLC

8.47K

Jun 30, 22

-400

0.02%

B. Riley Wealth Management, Inc.

6.11K

Jun 30, 22

+6.11K

0.01%

Karn, Couzens & Associates, Inc.

41.16K

Mar 31, 22

+41.16K

0.09%

Altavista Wealth Management, Inc.

33.77K

Dec 31, 21

0.07%

Carroll Financial Associates, Inc.

2.48K

Dec 31, 21

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-105

Cardan Capital Partners, LLC

45.96K

Sep 30, 21

+467

0.10%

QCI ASSET MANAGEMENT INC/NY

4.18K

Sep 30, 21

0.01%

WealthStone, Inc.

5.04K

Mar 31, 21

+1.10K

0.01%

TCF National Bank

4.67K

Mar 31, 21

+4.67K

0.01%

ROWLAND CARMICHAEL ADVISORS INC /ADV

Dec 31, 20

-530

QUANTUM CAPITAL MANAGEMENT

2.75K

Sep 30, 20

+50

0.01%

LifePlan Financial Group, Inc

Sep 30, 20

-1.79K

Bernicke Wealth Management, Ltd.

6.51K

Jun 30, 20

+6.51K

0.01%

Advisor Group, Inc.

52.84K

Dec 31, 19

-122

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

22.97K

Dec 31, 19

-550

0.05%

BB&T SECURITIES, LLC

384.86K

Sep 30, 19

+769

0.82%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

61.73K

Sep 30, 19

+7.20K

0.13%

American Financial Network Advisory Services LLC

Sep 30, 19

-9.48K

Ceros Financial Services Inc.

39.50K

Mar 31, 19

+39.50K

0.08%

NORTHERN CAPITAL MANAGEMENT LLC

34.22K

Dec 31, 18

+34.22K

0.07%

Sigma Investment Management Co

7.79K

Dec 31, 18

+7.79K

0.02%

COMERICA SECURITIES INC

5.67K

Dec 31, 18

+5.67K

0.01%