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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Violich Capital Management, Inc. | 55.30K | Sep 30, 26 | -- | 0.12% |
| EASTERN BANK | 2.04K | Sep 30, 26 | -- | 0.00% |
| Polaris Financial Partners | 1.07K | Sep 30, 26 | +1.07K | 0.00% |
| Central Pacific Bank - Trust Division | 26 | Sep 30, 26 | -- | 0.00% |
| First Financial Bank - Trust Division | -- | Sep 30, 26 | -1.55K | -- |
| GOLDMAN SACHS GROUP INC | 2.05M | Jun 30, 26 | +201.56K | 4.45% |
| HANTZ FINANCIAL SERVICES, INC. | 1.92M | Jun 30, 26 | +405.09K | 4.16% |
| BANK OF AMERICA CORP /DE/ | 1.39M | Jun 30, 26 | -12.16K | 3.01% |
| MORGAN STANLEY | 964.76K | Jun 30, 26 | +24.19K | 2.10% |
| UBS Group AG | 821.46K | Jun 30, 26 | -20.45K | 1.79% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 716.23K | Jun 30, 26 | +95.87K | 1.56% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 540.00K | Jun 30, 26 | -- | 1.17% |
| RAYMOND JAMES FINANCIAL INC | 374.87K | Jun 30, 26 | +7.20K | 0.81% |
| Starr Indemnity & Liability Co | 364.10K | Jun 30, 26 | -- | 0.79% |
| LPL Financial LLC | 329.63K | Jun 30, 26 | +24.55K | 0.72% |
| WELLS FARGO & COMPANY/MN | 309.48K | Jun 30, 26 | +1.67K | 0.67% |
| Savant Capital, LLC | 308.50K | Jun 30, 26 | +147.37K | 0.67% |
| AMERIPRISE FINANCIAL INC | 281.85K | Jun 30, 26 | +42.12K | 0.61% |
| ENVESTNET ASSET MANAGEMENT INC | 263.06K | Jun 30, 26 | -4.65K | 0.57% |
| ROYAL BANK OF CANADA | 251.42K | Jun 30, 26 | +27.30K | 0.55% |
| C V STARR & CO INC | 227.43K | Jun 30, 26 | -- | 0.49% |
| Cetera Investment Advisers | 225.15K | Jun 30, 26 | +108.69K | 0.49% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 216.26K | Jun 30, 26 | +57.71K | 0.47% |
| Francis Financial, Inc. | 182.03K | Jun 30, 26 | +5.51K | 0.40% |
| JPMORGAN CHASE & CO | 176.96K | Jun 30, 26 | -9.12K | 0.38% |
| OLD NATIONAL BANCORP /IN/ | 148.19K | Jun 30, 26 | +289 | 0.32% |
| Allworth Financial LP | 145.28K | Jun 30, 26 | -4.25K | 0.32% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 142.95K | Jun 30, 26 | +23.81K | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 121.80K | Jun 30, 26 | -2.99K | 0.26% |
| NWM ADVISORS, LLC | 121.55K | Jun 30, 26 | +10.42K | 0.26% |
| Warwick Investment Management, Inc. | 105.48K | Jun 30, 26 | +17.62K | 0.23% |
| D.A. DAVIDSON & CO. | 101.48K | Jun 30, 26 | -3.77K | 0.22% |
| Rockefeller Capital Management L.P. | 95.38K | Jun 30, 26 | +1.71K | 0.21% |
| STIFEL FINANCIAL CORP | 93.17K | Jun 30, 26 | +2.35K | 0.20% |
| Coign Capital Advisors LLC | 90.28K | Jun 30, 26 | -838 | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 87.61K | Jun 30, 26 | -39.28K | 0.19% |
| Bryant Woods Investment Advisors, LLC | 85.26K | Jun 30, 26 | -28 | 0.19% |
| Kastel Capital Advisors, LLC | 83.70K | Jun 30, 26 | +4.04K | 0.18% |
| RAELIPSKIE PARTNERSHIP | 81.86K | Jun 30, 26 | -215 | 0.18% |
| Pathstone Holdings, LLC | 79.50K | Jun 30, 26 | -720 | 0.17% |
| Cambridge Investment Research Advisors, Inc. | 76.62K | Jun 30, 26 | -21.01K | 0.17% |
| Mount Yale Investment Advisors, LLC | 74.32K | Jun 30, 26 | +74.32K | 0.16% |
| Vestmark Advisory Solutions, Inc. | 73.55K | Jun 30, 26 | +73.55K | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 70.62K | Jun 30, 26 | +70.62K | 0.15% |
| Janney Montgomery Scott LLC | 69.56K | Jun 30, 26 | +5.00K | 0.15% |
| BROWN ADVISORY INC | 65.11K | Jun 30, 26 | +100 | 0.14% |
| Checchi Capital Advisers, LLC | 64.93K | Jun 30, 26 | +4.85K | 0.14% |
| SENTINEL TRUST CO LBA | 54.75K | Jun 30, 26 | -- | 0.12% |
| Cerity Partners LLC | 53.98K | Jun 30, 26 | +1.51K | 0.12% |
| HARBOR ADVISORY CORP /MA/ | 49.45K | Jun 30, 26 | -- | 0.11% |
| Lebenthal Global Advisors, LLC | 49.35K | Jun 30, 26 | -31.55K | 0.11% |
| Kestra Advisory Services, LLC | 48.59K | Jun 30, 26 | -6.53K | 0.11% |
| Texas Capital Bank Wealth Management Services Inc | 48.06K | Jun 30, 26 | -584 | 0.10% |
| Soltis Investment Advisors LLC | 46.70K | Jun 30, 26 | -4.55K | 0.10% |
| HARBOUR INVESTMENTS, INC. | 44.68K | Jun 30, 26 | -1.94K | 0.10% |
| Valmark Advisers, Inc. | 44.06K | Jun 30, 26 | -1.17K | 0.10% |
| Savvy Advisors, Inc. | 42.00K | Jun 30, 26 | +18 | 0.09% |
| Private Advisor Group, LLC | 40.70K | Jun 30, 26 | +4.07K | 0.09% |
| EP Wealth Advisors, LLC | 40.12K | Jun 30, 26 | +302 | 0.09% |
| BLAIR WILLIAM & CO/IL | 38.72K | Jun 30, 26 | +19.04K | 0.08% |
| Atlas Legacy Advisors, LLC | 37.08K | Jun 30, 26 | +1.56K | 0.08% |
| LEGACY SOLUTIONS, LLC | 36.94K | Jun 30, 26 | +168 | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.66K | Jun 30, 26 | +35.66K | 0.08% |
| First American Bank | 34.41K | Jun 30, 26 | -275 | 0.07% |
| Creative Planning | 33.92K | Jun 30, 26 | +3.31K | 0.07% |
| AXXCESS WEALTH MANAGEMENT, LLC | 32.26K | Jun 30, 26 | +32.26K | 0.07% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 30.74K | Jun 30, 26 | -1.43K | 0.07% |
| CITIGROUP INC | 30.09K | Jun 30, 26 | -332 | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 29.87K | Jun 30, 26 | +9.78K | 0.06% |
| Mariner, LLC | 29.08K | Jun 30, 26 | -3.87K | 0.06% |
| SNS Financial Group, LLC | 28.73K | Jun 30, 26 | +28.73K | 0.06% |
| Keystone Financial Group | 28.64K | Jun 30, 26 | +220 | 0.06% |
| May Barnhard Investments LLC | 28.35K | Jun 30, 26 | +8.95K | 0.06% |
| TRUIST FINANCIAL CORP | 27.85K | Jun 30, 26 | +5.05K | 0.06% |
| EQ LLC | 27.64K | Jun 30, 26 | +983 | 0.06% |
| MEITAV INVESTMENT HOUSE LTD | 27.59K | Jun 30, 26 | +27.59K | 0.06% |
| Clearstead Advisors, LLC | 26.58K | Jun 30, 26 | +1.20K | 0.06% |
| MML INVESTORS SERVICES, LLC | 25.67K | Jun 30, 26 | +1.95K | 0.06% |
| Tempo Wealth, LLC | 25.26K | Jun 30, 26 | -7 | 0.05% |
| Fairway Wealth LLC | 24.86K | Jun 30, 26 | +559 | 0.05% |
| FIDUCIARY TRUST CO | 24.86K | Jun 30, 26 | +1.93K | 0.05% |
| Geneos Wealth Management Inc. | 23.91K | Jun 30, 26 | +23.35K | 0.05% |
| MetLife Investment Management, LLC | 23.49K | Jun 30, 26 | -- | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 22.93K | Jun 30, 26 | -1.97K | 0.05% |
| Bank of New York Mellon Corp | 21.55K | Jun 30, 26 | +8.27K | 0.05% |
| Waverly Advisors, LLC | 21.16K | Jun 30, 26 | +160 | 0.05% |
| SpringVest Wealth Management LLC | 20.92K | Jun 30, 26 | -1.20K | 0.05% |
| Provident Co of the Employees of the Hebrew University LTD | 20.71K | Jun 30, 26 | +20.71K | 0.05% |
| Marble Harbor Investment Counsel, LLC | 20.66K | Jun 30, 26 | -- | 0.04% |
| Nuveen, LLC | 20.38K | Jun 30, 26 | +20.38K | 0.04% |
| Valpey Financial Services, LLC | 19.66K | Jun 30, 26 | -331 | 0.04% |
| Truepoint, Inc. | 18.20K | Jun 30, 26 | -- | 0.04% |
| Bleakley Financial Group, LLC | 18.08K | Jun 30, 26 | +6.09K | 0.04% |
| Andrews Advisory Associates, LLC | 17.80K | Jun 30, 26 | -5.74K | 0.04% |
| Farther Finance Advisors, LLC | 17.06K | Jun 30, 26 | +2.29K | 0.04% |
| Capital Analysts, LLC | 17.04K | Jun 30, 26 | +8.23K | 0.04% |
| CIBC Bancorp USA Inc. | 16.97K | Jun 30, 26 | -1.58K | 0.04% |
| Pinnacle Financial Partners, Inc. | 16.96K | Jun 30, 26 | +4.28K | 0.04% |
| US BANCORP \DE\ | 15.35K | Jun 30, 26 | +2.83K | 0.03% |
| Octavia Wealth Advisors, LLC | 15.03K | Jun 30, 26 | -768 | 0.03% |
| Colter Lewis Investment Partners LLC | 15.02K | Jun 30, 26 | +11.64K | 0.03% |
| SoundView Advisors Inc. | 14.92K | Jun 30, 26 | +27 | 0.03% |
| Klingman & Associates, LLC | 14.75K | Jun 30, 26 | -125 | 0.03% |
| Vanguard National Trust Co | 14.61K | Jun 30, 26 | -234 | 0.03% |
| Gibraltar Capital Management, Inc. | 14.12K | Jun 30, 26 | -- | 0.03% |
| CI Private Wealth, LLC | 13.88K | Jun 30, 26 | +2.69K | 0.03% |
| Envision Financial Planning, LLC | 13.69K | Jun 30, 26 | -82 | 0.03% |
| QUADRANT CAPITAL GROUP LLC | 13.61K | Jun 30, 26 | -- | 0.03% |
| HUNTINGTON NATIONAL BANK | 13.06K | Jun 30, 26 | -163 | 0.03% |
| GREENLEAF TRUST | 12.66K | Jun 30, 26 | -475 | 0.03% |
| Zhang Financial LLC | 12.27K | Jun 30, 26 | +2.47K | 0.03% |
| Gotham Asset Management, LLC | 12.25K | Jun 30, 26 | -- | 0.03% |
| Evergreen Wealth Solutions, LLC | 12.23K | Jun 30, 26 | -346 | 0.03% |
| First Bancorp, Inc /ME/ | 11.36K | Jun 30, 26 | -- | 0.02% |
| Colony Group, LLC | 11.32K | Jun 30, 26 | +1.87K | 0.02% |
| FMR LLC | 11.18K | Jun 30, 26 | +1.02K | 0.02% |
| Pachira Investments Inc. | 11.07K | Jun 30, 26 | +1.87K | 0.02% |
| Ritter Daniher Financial Advisory LLC / DE | 10.95K | Jun 30, 26 | -467 | 0.02% |
| SITTNER & NELSON, LLC | 10.90K | Jun 30, 26 | -150 | 0.02% |
| Atria Investments, Inc | 10.46K | Jun 30, 26 | -34 | 0.02% |
| WealthBridge Capital Management, LLC | 10.46K | Jun 30, 26 | -34 | 0.02% |
| SAX WEALTH ADVISORS, LLC | 10.41K | Jun 30, 26 | -- | 0.02% |
| NAPLES GLOBAL ADVISORS, LLC | 10.21K | Jun 30, 26 | -- | 0.02% |
| Pitcairn Wealth Advisors LLC | 10.06K | Jun 30, 26 | -- | 0.02% |
| Summit Financial Strategies, Inc. | 9.95K | Jun 30, 26 | -- | 0.02% |
| FourThought Financial Partners, LLC | 9.83K | Jun 30, 26 | +2.02K | 0.02% |
| Centennial Bank/AR/ | 9.49K | Jun 30, 26 | +9.49K | 0.02% |
| PARK AVENUE SECURITIES LLC | 9.43K | Jun 30, 26 | -3.00K | 0.02% |
| Base Wealth Management LLC | 9.42K | Jun 30, 26 | -876 | 0.02% |
| Valeo Financial Advisors, LLC | 9.29K | Jun 30, 26 | -402 | 0.02% |
| NewEdge Wealth, LLC | 9.20K | Jun 30, 26 | +6.35K | 0.02% |
| MAI Capital Management | 8.91K | Jun 30, 26 | +8.41K | 0.02% |
| Adviser Investments LLC | 8.68K | Jun 30, 26 | -3.58K | 0.02% |
| 1834 INVESTMENT ADVISORS CO | 8.46K | Jun 30, 26 | -606 | 0.02% |
| PACK Private Wealth, LLC | 8.10K | Jun 30, 26 | -- | 0.02% |
| FLOW TRADERS U.S. LLC | 7.97K | Jun 30, 26 | +7.97K | 0.02% |
| Chicago Partners Investment Group LLC | 7.59K | Jun 30, 26 | -244 | 0.02% |
| NewEdge Advisors, LLC | 7.55K | Jun 30, 26 | -259 | 0.02% |
| Smartleaf Asset Management LLC | 7.51K | Jun 30, 26 | -- | 0.02% |
| Betterment LLC | 7.38K | Jun 30, 26 | -1.50K | 0.02% |
| Concurrent Investment Advisors, LLC | 7.26K | Jun 30, 26 | -84 | 0.02% |
| Federation des caisses Desjardins du Quebec | 7.21K | Jun 30, 26 | -119 | 0.02% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 7.21K | Jun 30, 26 | +148 | 0.02% |
| IEQ CAPITAL, LLC | 7.10K | Jun 30, 26 | -5.77K | 0.02% |
| Wealthspire Advisors, LLC | 6.90K | Jun 30, 26 | +99 | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.82K | Jun 30, 26 | +1.24K | 0.01% |
| Walkner Condon Financial Advisors LLC | 6.81K | Jun 30, 26 | -- | 0.01% |
| Sanctuary Advisors, LLC | 6.46K | Jun 30, 26 | +78 | 0.01% |
| McKinley Carter Wealth Services, Inc. | 6.45K | Jun 30, 26 | -- | 0.01% |
| Anson Capital, Inc. | 6.45K | Jun 30, 26 | +30 | 0.01% |
| Spire Wealth Management | 6.31K | Jun 30, 26 | -191 | 0.01% |
| Sound View Wealth Advisors Group, LLC | 6.21K | Jun 30, 26 | -9 | 0.01% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6.09K | Jun 30, 26 | +6.09K | 0.01% |
| SIMON QUICK ADVISORS, LLC | 6.07K | Jun 30, 26 | -- | 0.01% |
| HANOVER ADVISORS INC | 6.07K | Jun 30, 26 | -560 | 0.01% |
| Baird Financial Group, Inc. | 6.04K | Jun 30, 26 | +36 | 0.01% |
| Taylor Hoffman Capital Management LLC | 6.01K | Jun 30, 26 | +61 | 0.01% |
| Sovereign Investment Advisors, LLC | 5.93K | Jun 30, 26 | -- | 0.01% |
| Turtle Creek Wealth Advisors, LLC | 5.91K | Jun 30, 26 | -16 | 0.01% |
| O'ROURKE & COMPANY, Inc | 5.89K | Jun 30, 26 | -283 | 0.01% |
| FIFTH THIRD SECURITIES, INC. | 5.81K | Jun 30, 26 | -146 | 0.01% |
| CASTLE WEALTH MANAGEMENT LLC | 5.81K | Jun 30, 26 | -293 | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5.78K | Jun 30, 26 | +5.78K | 0.01% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 5.74K | Jun 30, 26 | +150 | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 5.73K | Jun 30, 26 | -437 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 5.67K | Jun 30, 26 | -3.89K | 0.01% |
| Manchester Capital Management LLC | 5.67K | Jun 30, 26 | -818 | 0.01% |
| Fort Sheridan Advisors LLC | 5.61K | Jun 30, 26 | -481 | 0.01% |
| IRON Financial LLC | 5.55K | Jun 30, 26 | +7 | 0.01% |
| Stordahl Capital Management, Inc. | 5.52K | Jun 30, 26 | -21 | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.41K | Jun 30, 26 | +545 | 0.01% |
| Diversify Advisory Services, LLC | 5.41K | Jun 30, 26 | +5.41K | 0.01% |
| Sargent Investment Group, LLC | 5.36K | Jun 30, 26 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 5.29K | Jun 30, 26 | -752 | 0.01% |
| STAR Financial Bank | 5.01K | Jun 30, 26 | -- | 0.01% |
| Affiance Financial, LLC | 5.00K | Jun 30, 26 | +13 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 4.87K | Jun 30, 26 | -335 | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.77K | Jun 30, 26 | -300 | 0.01% |
| Grant Street Asset Management, Inc. | 4.72K | Jun 30, 26 | -10 | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.67K | Jun 30, 26 | -66 | 0.01% |
| 1900 WEALTH MANAGEMENT LLC | 4.66K | Jun 30, 26 | +26 | 0.01% |
| CRA Financial Services, LLC | 4.63K | Jun 30, 26 | -- | 0.01% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 4.59K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 4.27K | Jun 30, 26 | -- | 0.01% |
| Signature Equity Partners, LLC | 4.23K | Jun 30, 26 | -15 | 0.01% |
| WNY Asset Management, LLC | 4.20K | Jun 30, 26 | -40 | 0.01% |
| Beacon Pointe Advisors, LLC | 4.03K | Jun 30, 26 | -50 | 0.01% |
| Tribridge Partners Financial LLC | 4.00K | Jun 30, 26 | -8 | 0.01% |
| CGN Advisors LLC | 3.98K | Jun 30, 26 | -8 | 0.01% |
| Stratos Wealth Partners, LTD. | 3.92K | Jun 30, 26 | +17 | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.82K | Jun 30, 26 | +110 | 0.01% |
| Sigma Planning Corp | 3.76K | Jun 30, 26 | +577 | 0.01% |
| NORTHERN TRUST CORP | 3.69K | Jun 30, 26 | -- | 0.01% |
| Hemenway Trust Co LLC | 3.66K | Jun 30, 26 | -- | 0.01% |
| Dorsey & Whitney Trust CO LLC | 3.46K | Jun 30, 26 | -- | 0.01% |
| BOKF, NA | 3.41K | Jun 30, 26 | -- | 0.01% |
| 1ST SOURCE BANK | 3.40K | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 3.24K | Jun 30, 26 | +2 | 0.01% |
| Sage Mountain Advisors LLC | 3.23K | Jun 30, 26 | -- | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.21K | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FAMILY OFFICE, LLC | 3.19K | Jun 30, 26 | -- | 0.01% |
| Samalin Investment Counsel, LLC | 3.17K | Jun 30, 26 | +8 | 0.01% |
| PINNACLE ASSOCIATES LTD | 3.14K | Jun 30, 26 | -- | 0.01% |
| HighTower Advisors, LLC | 3.12K | Jun 30, 26 | +4 | 0.01% |
| Crestwood Advisors Group LLC | 3.10K | Jun 30, 26 | +10 | 0.01% |
| Waldron Private Wealth LLC | 3.05K | Jun 30, 26 | -- | 0.01% |
| New England Private Wealth Advisors LLC | 3.03K | Jun 30, 26 | +8 | 0.01% |
| Miracle Mile Advisors, LLC | 3.01K | Jun 30, 26 | -- | 0.01% |
| Merit Financial Group, LLC | 3.01K | Jun 30, 26 | +5 | 0.01% |
| Tandem Investment Partners LLC | 2.95K | Jun 30, 26 | -175 | 0.01% |
| BANK OF MONTREAL /CAN/ | 2.93K | Jun 30, 26 | -- | 0.01% |
| Embree Financial Group | 2.89K | Jun 30, 26 | +7 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.89K | Jun 30, 26 | -134 | 0.01% |
| Joel Isaacson & Co., LLC | 2.77K | Jun 30, 26 | +47 | 0.01% |
| LJI Wealth Management, LLC | 2.75K | Jun 30, 26 | -118 | 0.01% |
| Equitable Holdings, Inc. | 2.63K | Jun 30, 26 | -8.26K | 0.01% |
| JIM SAULNIER & ASSOCIATES, LLC | 2.61K | Jun 30, 26 | +2.61K | 0.01% |
| KIECKHEFER GROUP LLC | 2.61K | Jun 30, 26 | +129 | 0.01% |
| American Trust | 2.60K | Jun 30, 26 | -42 | 0.01% |
| NWAM LLC | 2.60K | Jun 30, 26 | -- | 0.01% |
| STAGE HARBOR FINANCIAL, LLC | 2.49K | Jun 30, 26 | -301 | 0.01% |
| Essex Savings Bank | 2.49K | Jun 30, 26 | -301 | 0.01% |
| Alaethes Wealth LLC | 2.44K | Jun 30, 26 | +214 | 0.01% |
| Wealth Watch Advisors, INC | 2.42K | Jun 30, 26 | +47 | 0.01% |
| Sequoia Financial Advisors, LLC | 2.41K | Jun 30, 26 | +2.41K | 0.01% |
| COLUMBIA ADVISORY PARTNERS LLC | 2.39K | Jun 30, 26 | +2.39K | 0.01% |
| COZAD ASSET MANAGEMENT INC | 2.39K | Jun 30, 26 | -- | 0.01% |
| Chemistry Wealth Management LLC | 2.37K | Jun 30, 26 | -- | 0.01% |
| Mascagni Wealth Management, Inc. | 2.35K | Jun 30, 26 | +20 | 0.01% |
| CHILTON INVESTMENT CO INC. | 2.27K | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 2.25K | Jun 30, 26 | -16 | 0.00% |
| Verum Partners LLC | 2.24K | Jun 30, 26 | +5 | 0.00% |
| Fisher Asset Management, LLC | 2.23K | Jun 30, 26 | +2.23K | 0.00% |
| Arkadios Wealth Advisors | 2.16K | Jun 30, 26 | +229 | 0.00% |
| Valued Retirements, Inc. | 2.16K | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.15K | Jun 30, 26 | -10 | 0.00% |
| CITADEL ADVISORS LLC | 2.13K | Jun 30, 26 | +2.13K | 0.00% |
| Opulen Financial Group LLC | 2.09K | Jun 30, 26 | +5 | 0.00% |
| Evernest Financial Advisors, LLC | 2.06K | Jun 30, 26 | -- | 0.00% |
| McAdam, LLC | 2.06K | Jun 30, 26 | -172 | 0.00% |
| BENJAMIN EDWARDS INC | 2.05K | Jun 30, 26 | +2.05K | 0.00% |
| Steward Partners Investment Advisory, LLC | 2.04K | Jun 30, 26 | -- | 0.00% |
| HBK Sorce Advisory LLC | 2.03K | Jun 30, 26 | -- | 0.00% |
| Apollon Wealth Management, LLC | 2.03K | Jun 30, 26 | +2.03K | 0.00% |
| Smith Thornton Advisors LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| Nicholas Hoffman & Company, LLC. | 1.99K | Jun 30, 26 | -- | 0.00% |
| Snider Financial Group | 1.97K | Jun 30, 26 | -- | 0.00% |
| Alliance Wealth Advisors, LLC | 1.97K | Jun 30, 26 | -- | 0.00% |
| J. Safra Sarasin Holding AG | 1.92K | Jun 30, 26 | -- | 0.00% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.88K | Jun 30, 26 | -92 | 0.00% |
| Parkway Wealth Management Group, LLC | 1.88K | Jun 30, 26 | -- | 0.00% |
| PRINCIPAL SECURITIES, INC. | 1.79K | Jun 30, 26 | -171 | 0.00% |
| Sloy Dahl & Holst, LLC | 1.77K | Jun 30, 26 | -- | 0.00% |
| FLORIDA FINANCIAL ADVISORS, LLC | 1.76K | Jun 30, 26 | +1.76K | 0.00% |
| NorthLanding Financial Partners, LLC | 1.76K | Jun 30, 26 | +1.76K | 0.00% |
| Integrated Wealth Concepts LLC | 1.76K | Jun 30, 26 | +1.76K | 0.00% |
| Williams Jones Wealth Management, LLC. | 1.75K | Jun 30, 26 | -- | 0.00% |
| Krane Financial Solutions LLC | 1.75K | Jun 30, 26 | +1.75K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 1.74K | Jun 30, 26 | +1.74K | 0.00% |
| Rockingstone Advisors LLC | 1.74K | Jun 30, 26 | +1.74K | 0.00% |
| FAIRFIELD, BUSH & CO. | 1.73K | Jun 30, 26 | +1.73K | 0.00% |
| WHALEROCK POINT PARTNERS, LLC | 1.70K | Jun 30, 26 | +1.70K | 0.00% |
| First Financial Group Corp | 1.69K | Jun 30, 26 | +1.69K | 0.00% |
| STEPHENS INC /AR/ | 1.67K | Jun 30, 26 | +1.67K | 0.00% |
| GRIMES & COMPANY, INC. | 1.65K | Jun 30, 26 | +1.65K | 0.00% |
| Ledgewood Wealth Advisors, LLC | 1.65K | Jun 30, 26 | +1.65K | 0.00% |
| IHT Wealth Management, LLC | 1.64K | Jun 30, 26 | +1.64K | 0.00% |
| Lutz Financial Services LLC | 1.64K | Jun 30, 26 | +1.64K | 0.00% |
| Aureum Wealth Management, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| DUTCH ASSET Corp | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Sepio Capital, LP | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| GW HENSSLER & ASSOCIATES LTD | 1.56K | Jun 30, 26 | +1.56K | 0.00% |
| PFG Advisors | 1.55K | Jun 30, 26 | -243 | 0.00% |
| Avidian Wealth Solutions, LLC | 1.54K | Jun 30, 26 | +1.54K | 0.00% |
| SHUFRO ROSE & CO LLC | 1.53K | Jun 30, 26 | +1.53K | 0.00% |
| Sierra Capital LLC | 1.53K | Jun 30, 26 | +1.53K | 0.00% |
| Capital Investment Advisory Services, LLC | 1.51K | Jun 30, 26 | -70 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 1.48K | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 1.44K | Jun 30, 26 | +1.44K | 0.00% |
| VANGUARD ADVISERS INC | 1.42K | Jun 30, 26 | +232 | 0.00% |
| Cassaday & Co Wealth Management LLC | 1.30K | Jun 30, 26 | +490 | 0.00% |
| Ramirez Asset Management, Inc. | 1.28K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 1.26K | Jun 30, 26 | -79 | 0.00% |
| IFP Advisors, Inc | 1.18K | Jun 30, 26 | -28 | 0.00% |
| Pinnacle Bancorp, Inc. | 1.10K | Jun 30, 26 | -- | 0.00% |
| INVESTMENT COUNSEL CO OF NEVADA | 1.05K | Jun 30, 26 | +1.05K | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 972 | Jun 30, 26 | -5 | 0.00% |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 953 | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 950 | Jun 30, 26 | -- | 0.00% |
| Independence Bank of Kentucky | 948 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 880 | Jun 30, 26 | -- | 0.00% |
| Evelyn Partners Group Ltd | 834 | Jun 30, 26 | +834 | 0.00% |
| Tanglewood Legacy Advisors, LLC | 822 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 800 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 760 | Jun 30, 26 | -234 | 0.00% |
| Global Retirement Partners, LLC | 746 | Jun 30, 26 | +746 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 724 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 718 | Jun 30, 26 | -- | 0.00% |
| Brooklyn FI, LLC | 693 | Jun 30, 26 | +693 | 0.00% |
| IFG Advisory, LLC | 691 | Jun 30, 26 | +691 | 0.00% |
| BARRETT & COMPANY, INC. | 622 | Jun 30, 26 | -80 | 0.00% |
| Bogart Wealth, LLC | 601 | Jun 30, 26 | +34 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 600 | Jun 30, 26 | +460 | 0.00% |
| Align Financial, LLC | 572 | Jun 30, 26 | -- | 0.00% |
| Atomic Invest LLC | 493 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 400 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 400 | Jun 30, 26 | -- | 0.00% |
| Lodestone Wealth Management LLC | 389 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 380 | Jun 30, 26 | +380 | 0.00% |
| VSM Wealth Advisory, LLC | 363 | Jun 30, 26 | -8 | 0.00% |
| ASSETMARK, INC | 304 | Jun 30, 26 | +122 | 0.00% |
| Archer Investment Corp | 293 | Jun 30, 26 | +293 | 0.00% |
| AMERIFLEX GROUP, INC. | 288 | Jun 30, 26 | +1 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 280 | Jun 30, 26 | +200 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 273 | Jun 30, 26 | +1 | 0.00% |
| Trifecta Capital Advisors, LLC | 258 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 249 | Jun 30, 26 | -62 | 0.00% |
| Dogwood Wealth Management LLC | 201 | Jun 30, 26 | +201 | 0.00% |
| Buck Wealth Strategies, LLC | 189 | Jun 30, 26 | +189 | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 181 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 174 | Jun 30, 26 | +174 | 0.00% |
| AlphaCore Capital LLC | 170 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 154 | Jun 30, 26 | -- | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 121 | Jun 30, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 94 | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 90 | Jun 30, 26 | +90 | 0.00% |
| Darwin Wealth Management, LLC | 86 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 78 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 78 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 66 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 57 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 50 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 42 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 42 | Jun 30, 26 | +42 | 0.00% |
| SBI Securities Co., Ltd. | 41 | Jun 30, 26 | +10 | 0.00% |
| REAP Financial Group, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 31 | Jun 30, 26 | -18 | 0.00% |
| Front Row Advisors LLC | 30 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 26 | Jun 30, 26 | -- | 0.00% |
| Oakmont Advisory Group, LLC | 26 | Jun 30, 26 | +26 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 18 | Jun 30, 26 | +18 | 0.00% |
| GAMMA Investing LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| Bradley & Co. Private Wealth Management, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| Russell Investments Group, Ltd. | 1 | Jun 30, 26 | -199 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.49K | -- |
| RFG Advisory, LLC | -- | Jun 30, 26 | -2.14K | -- |
| 49 WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -2.21K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -6.85K | -- |
| Private Wealth Management Group, LLC | -- | Jun 30, 26 | -200 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -3.17K | -- |
| Motley Fool Wealth Management, LLC | -- | Jun 30, 26 | -3.15K | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -1 | -- |
| Oasis Advisors, LLC | -- | Jun 30, 26 | -7.11K | -- |
| Alpha Financial Partners, LLC | -- | Jun 30, 26 | -2.07K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -279 | -- |
| Skopos Labs, Inc. | 11.04K | Mar 31, 26 | +3.01K | 0.02% |
| Reflection Asset Management | 4.47K | Mar 31, 26 | +3 | 0.01% |
| Bedell Frazier Investment Counseling, LLC | 3.50K | Mar 31, 26 | +76 | 0.01% |
| Evelyn Partners Investment Management (Europe) Ltd | 1.04K | Mar 31, 26 | -- | 0.00% |
| North Ridge Wealth Advisors, Inc. | 301 | Mar 31, 26 | +301 | 0.00% |
| CWM, LLC | 179 | Mar 31, 26 | -83 | 0.00% |
| VANGUARD GROUP INC | 15.52K | Dec 31, 25 | +53 | 0.03% |
| CIBC Private Wealth Group, LLC | 13.66K | Dec 31, 25 | +13.42K | 0.03% |
| COMERICA BANK | 1.35K | Dec 31, 25 | -466 | 0.00% |
| ASSET PLANNING CORPORATION | 77.67K | Sep 30, 25 | +889 | 0.17% |
| PITCAIRN CO | 10.06K | Sep 30, 25 | -- | 0.02% |
| Kathleen S. Wright Associates Inc. | 3.33K | Sep 30, 25 | +8 | 0.01% |
| Bristlecone Advisors, LLC | 2.06K | Sep 30, 25 | -- | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 900 | Sep 30, 25 | -100 | 0.00% |
| FSA Wealth Management LLC | 453 | Sep 30, 25 | -37 | 0.00% |
| Lowe Wealth Advisors, LLC | 200 | Sep 30, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -4.00K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 8.91K | Jun 30, 25 | +27 | 0.02% |
| Centricity Wealth Management, LLC | 3.01K | Jun 30, 25 | -- | 0.01% |
| Benchmark Wealth Management, LLC | 2.84K | Jun 30, 25 | +84 | 0.01% |
| Atria Wealth Solutions, Inc. | 2.04K | Jun 30, 25 | -40 | 0.00% |
| Moser Wealth Advisors, LLC | 631 | Jun 30, 25 | -- | 0.00% |
| Orion Portfolio Solutions, LLC | 9.46K | Mar 31, 25 | -7.05K | 0.02% |
| CAROLINAS WEALTH CONSULTING LLC | 1.95K | Mar 31, 25 | -- | 0.00% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | -- | Mar 31, 25 | -13.92K | -- |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 33.26K | Dec 31, 24 | -1.87K | 0.07% |
| RE Dickinson Investment Advisors, LLC | 442 | Dec 31, 24 | +442 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 192.08K | Sep 30, 24 | +13.46K | 0.42% |
| Raymond James Financial Services Advisors, Inc. | 92.77K | Sep 30, 24 | +612 | 0.20% |
| Gateway Advisory, LLC | 34.26K | Sep 30, 24 | +783 | 0.07% |
| Source Financial Advisors LLC | 9.39K | Sep 30, 24 | +154 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 6.96K | Sep 30, 24 | -665 | 0.02% |
| Halpern Financial, Inc. | 316 | Sep 30, 24 | -- | 0.00% |
| Taylor Hoffman Wealth Management | 6.03K | Jun 30, 24 | +4 | 0.01% |
| Private Ocean, LLC | 620 | Jun 30, 24 | -- | 0.00% |
| BlackRock Inc. | 400 | Jun 30, 24 | -- | 0.00% |
| Gratus Capital LLC | -- | Jun 30, 24 | -2.53K | -- |
| Cetera Advisor Networks LLC | 118.46K | Mar 31, 24 | -4.84K | 0.26% |
| Cetera Advisors LLC | 29.67K | Mar 31, 24 | +13 | 0.06% |
| CAMBRIDGE TRUST CO | 2.70K | Mar 31, 24 | -731 | 0.01% |
| Bridgeworth, LLC | 141.17K | Dec 31, 23 | -2.30K | 0.31% |
| Bartlett & Co. LLC | 14.86K | Dec 31, 23 | +945 | 0.03% |
| Simplicity Solutions, LLC | 12.74K | Dec 31, 23 | +12.74K | 0.03% |
| PATHSTONE FAMILY OFFICE, LLC | 105.29K | Sep 30, 23 | +105.29K | 0.23% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.80K | Sep 30, 23 | +2 | 0.02% |
| Veritable, L.P. | 106.00K | Jun 30, 23 | -- | 0.23% |
| Relaxing Retirement Coach | 9.31K | Jun 30, 23 | -- | 0.02% |
| TIAA, FSB | 4.07K | Jun 30, 23 | -- | 0.01% |
| Endurance Wealth Management, Inc. | 2.91K | Jun 30, 23 | -154 | 0.01% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -84 | -- |
| Gallagher Benefit Services, Inc. | 1.70K | Dec 31, 22 | +1.70K | 0.00% |
| F3Logic, LLC | 1.70K | Dec 31, 22 | -1.28K | 0.00% |
| Capital Directions Investment Advisors, LLC | 495 | Dec 31, 22 | +495 | 0.00% |
| Sargent Bickham Lagudis LLC | 259 | Dec 31, 22 | -- | 0.00% |
| Align Wealth Management, LLC | 42 | Dec 31, 22 | +42 | 0.00% |
| American Portfolios Advisors | 4.57K | Sep 30, 22 | -71 | 0.01% |
| Round Table Services, LLC | 2.41K | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 390 | Sep 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | 481 | Jun 30, 22 | -2.23K | 0.00% |
| Lake Point Wealth Management | 215 | Jun 30, 22 | -- | 0.00% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 4.98K | Mar 31, 22 | +30 | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4.69K | Mar 31, 22 | +2.94K | 0.01% |
| Personal Wealth Partners | 1.41K | Mar 31, 22 | -- | 0.00% |
| Permit Capital Advisors, LLC | 854 | Mar 31, 22 | +854 | 0.00% |
| Lenox Wealth Advisors, LLC | 634 | Mar 31, 22 | +2 | 0.00% |
| NEXT Financial Group, Inc | 4.23K | Dec 31, 21 | +1 | 0.01% |
| REILLY FINANCIAL ADVISORS, LLC | 34 | Dec 31, 21 | -- | 0.00% |
| Brouwer & Janachowski, LLC | 9.88K | Sep 30, 21 | +1.58K | 0.02% |
| Psagot Value Holdings Ltd. | 3.70K | Sep 30, 21 | -48.87K | 0.01% |
| LEVEL FOUR FINANCIAL, LLC | 2.23K | Sep 30, 21 | +3 | 0.00% |
| Hoover Financial Advisors, Inc. | 26 | Jun 30, 21 | -- | 0.00% |
| Cowen Prime Services LLC | -- | Jun 30, 21 | -39 | -- |
| TCF National Bank | 8.09K | Mar 31, 21 | -409 | 0.02% |
| LifePlan Financial Group, Inc | 4.29K | Sep 30, 20 | -- | 0.01% |
| Wellesley Investment Partners, LLC | 2.27K | Sep 30, 20 | -371 | 0.00% |
| Advisor Group, Inc. | 13.68K | Dec 31, 19 | -4.25K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8.82K | Dec 31, 19 | +707 | 0.02% |
| CHEMICAL BANK | 7.12K | Jun 30, 19 | +2.54K | 0.02% |
| KLS Professional Advisors Group, LLC | 2.01K | Jun 30, 19 | -- | 0.00% |
| Sound View Wealth Advisors, LLC | 3.40K | Mar 31, 19 | +624 | 0.01% |
| TRAIN BABCOCK ADVISORS LLC | 4.22K | Dec 31, 17 | +4.22K | 0.01% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -1.86K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -6.24K | -- |
| Commonwealth Equity Services, Inc | 84.94K | Jun 30, 17 | +4.33K | 0.18% |
| Braver Wealth Management, LLC | 2.51K | Dec 31, 16 | -77 | 0.01% |
| MSI Financial Services Inc | 635 | Dec 31, 16 | +234 | 0.00% |
| UBS AG | 41.89K | Sep 30, 14 | -7.71K | 0.09% |
| KMS FINANCIAL SERVICES, INC | 8.95K | Jun 30, 14 | -17.90K | 0.02% |