IWX(IWX)
IWX
$112.46—Stale · unknown old
NYSE • Last print unknown ago
$112.46—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9.86M | Jun 30, 26 | -381.80K | 30.84% |
| Envestnet Portfolio Solutions, Inc. | 4.91M | Jun 30, 26 | -1.39M | 15.35% |
| FIRST CITIZENS BANK & TRUST CO | 4.51M | Jun 30, 26 | -1.41M | 14.12% |
| ENVESTNET ASSET MANAGEMENT INC | 1.82M | Jun 30, 26 | -857.94K | 5.68% |
| AE Wealth Management LLC | 1.18M | Jun 30, 26 | +72.89K | 3.68% |
| Lido Advisors, LLC | 911.73K | Jun 30, 26 | -54.85K | 2.85% |
| Proficio Capital Partners LLC | 692.86K | Jun 30, 26 | +692.86K | 2.17% |
| Clark Capital Management Group, Inc. | 565.03K | Jun 30, 26 | -108.47K | 1.77% |
| First Citizens Asset Management, Inc. | 550.64K | Jun 30, 26 | +36.91K | 1.72% |
| Richard P Slaughter Associates Inc | 513.31K | Jun 30, 26 | +24.77K | 1.61% |
| BRYN MAWR TRUST Co | 492.33K | Jun 30, 26 | -12.32K | 1.54% |
| LPL Financial LLC | 483.31K | Jun 30, 26 | -95.79K | 1.51% |
| SVB WEALTH LLC | 477.99K | Jun 30, 26 | +18.05K | 1.50% |
| AMERIPRISE FINANCIAL INC | 414.03K | Jun 30, 26 | +30.18K | 1.30% |
| TIAA TRUST, NATIONAL ASSOCIATION | 394.91K | Jun 30, 26 | -13.68K | 1.24% |
| UBS Group AG | 376.11K | Jun 30, 26 | +23.01K | 1.18% |
| Kingdom Financial Group LLC. | 324.85K | Jun 30, 26 | +33.29K | 1.02% |
| Sterling Capital Management LLC | 316.22K | Jun 30, 26 | +79.69K | 0.99% |
| JPMORGAN CHASE & CO | 287.86K | Jun 30, 26 | +1.17K | 0.90% |
| RTD Financial Advisors, Inc. | 279.88K | Jun 30, 26 | +9.89K | 0.88% |
| BANK OF AMERICA CORP /DE/ | 266.78K | Jun 30, 26 | +24.69K | 0.83% |
| LifeWealth Investments, LLC | 249.97K | Jun 30, 26 | +21.41K | 0.78% |
| JSF Financial, LLC | 239.47K | Jun 30, 26 | -40.33K | 0.75% |
| Compton Wealth Advisory Group, LLC | 239.22K | Jun 30, 26 | -6.08K | 0.75% |
| Bryn Mawr Capital Management, LLC | 236.78K | Jun 30, 26 | -5.68K | 0.74% |
| Brinker Capital Investments, LLC | 217.19K | Jun 30, 26 | -65.28K | 0.68% |
| Waverly Advisors, LLC | 216.81K | Jun 30, 26 | +6.78K | 0.68% |
| Cetera Investment Advisers | 207.13K | Jun 30, 26 | -32.19K | 0.65% |
| HOWARD BAILEY SECURITIES, LLC | 201.46K | Jun 30, 26 | +10.77K | 0.63% |
| MORGAN STANLEY | 200.11K | Jun 30, 26 | +4.77K | 0.63% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 181.61K | Jun 30, 26 | -963 | 0.57% |
| Private Advisor Group, LLC | 179.28K | Jun 30, 26 | -3.24K | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 176.52K | Jun 30, 26 | -22.76K | 0.55% |
| NewEdge Advisors, LLC | 174.26K | Jun 30, 26 | -9.98K | 0.55% |
| Sanctuary Advisors, LLC | 164.38K | Jun 30, 26 | +512 | 0.51% |
| Arkadios Wealth Advisors | 148.16K | Jun 30, 26 | +1.89K | 0.46% |
| TRUIST FINANCIAL CORP | 142.14K | Jun 30, 26 | -4.80K | 0.44% |
| WELLS FARGO & COMPANY/MN | 135.54K | Jun 30, 26 | +208 | 0.42% |
| One Capital Management, LLC | 133.89K | Jun 30, 26 | -- | 0.42% |
| Horst & Graben Wealth Management LLC | 133.89K | Jun 30, 26 | +2.71K | 0.42% |
| Montgomery Financial Services LLC | 132.08K | Jun 30, 26 | +132.08K | 0.41% |
| PRINCIPAL SECURITIES, INC. | 131.19K | Jun 30, 26 | -52.00K | 0.41% |
| Key Capital Management, INC | 128.77K | Jun 30, 26 | +36.52K | 0.40% |
| Simplicity Wealth,LLC | 116.63K | Jun 30, 26 | +8.30K | 0.36% |
| ROYAL BANK OF CANADA | 105.80K | Jun 30, 26 | -13.68K | 0.33% |
| Cambridge Investment Research Advisors, Inc. | 88.86K | Jun 30, 26 | +2.46K | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 84.98K | Jun 30, 26 | -15.75K | 0.27% |
| Wall Capital Group, Inc. | 78.09K | Jun 30, 26 | +78.09K | 0.24% |
| GTS FINANCIAL, LLC | 75.27K | Jun 30, 26 | +5.76K | 0.24% |
| Veridan Wealth LLC | 64.26K | Jun 30, 26 | -3.04K | 0.20% |
| Legacy Advisory Services, LLC | 63.55K | Jun 30, 26 | +662 | 0.20% |
| GLOBALT Investments LLC / GA | 62.61K | Jun 30, 26 | -1.01K | 0.20% |
| Mariner, LLC | 62.09K | Jun 30, 26 | +20.36K | 0.19% |
| Fundamentum, LLC | 57.63K | Jun 30, 26 | +57.63K | 0.18% |
| Integrated Wealth Concepts LLC | 55.11K | Jun 30, 26 | +2.56K | 0.17% |
| Csenge Advisory Group | 52.90K | Jun 30, 26 | -225 | 0.17% |
| MATTERS CAPITAL LLC | 52.22K | Jun 30, 26 | +20 | 0.16% |
| HighTower Advisors, LLC | 51.67K | Jun 30, 26 | -2.75K | 0.16% |
| FIRST AMERICAN TRUST, FSB | 51.12K | Jun 30, 26 | -7.43K | 0.16% |
| HARBOR INVESTMENT ADVISORY, LLC | 50.41K | Jun 30, 26 | +76 | 0.16% |
| MML INVESTORS SERVICES, LLC | 49.06K | Jun 30, 26 | -58.66K | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 48.58K | Jun 30, 26 | -4.44K | 0.15% |
| Concurrent Investment Advisors, LLC | 44.87K | Jun 30, 26 | +44.87K | 0.14% |
| Atomi Financial Group, Inc. | 43.76K | Jun 30, 26 | -3.26K | 0.14% |
| OPPENHEIMER & CO INC | 41.66K | Jun 30, 26 | -74 | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 39.50K | Jun 30, 26 | +39.50K | 0.12% |
| Fifth Third Wealth Advisors LLC | 37.56K | Jun 30, 26 | +3.39K | 0.12% |
| VOYA INVESTMENT MANAGEMENT LLC | 36.15K | Jun 30, 26 | +2.22K | 0.11% |
| Stratos Wealth Advisors, LLC | 33.49K | Jun 30, 26 | +658 | 0.10% |
| GRANVILLE CAPITAL, INC. | 30.78K | Jun 30, 26 | -- | 0.10% |
| SOA Wealth Advisors, LLC. | 30.13K | Jun 30, 26 | -1.98K | 0.09% |
| Family Wealth Group, LLC | 29.84K | Jun 30, 26 | +411 | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29.00K | Jun 30, 26 | +3.06K | 0.09% |
| PARK AVENUE SECURITIES LLC | 27.98K | Jun 30, 26 | +27.98K | 0.09% |
| Pensionmark Financial Group, LLC | 27.68K | Jun 30, 26 | -9.46K | 0.09% |
| JONES FINANCIAL COMPANIES LLLP | 24.84K | Jun 30, 26 | +2.74K | 0.08% |
| Quest 10 Wealth Builders, Inc. | 24.63K | Jun 30, 26 | +2.56K | 0.08% |
| CITIGROUP INC | 22.51K | Jun 30, 26 | +14.90K | 0.07% |
| Global Wealth Management Investment Advisory, Inc. | 22.03K | Jun 30, 26 | +324 | 0.07% |
| Waldron Private Wealth LLC | 21.10K | Jun 30, 26 | -- | 0.07% |
| Farther Finance Advisors, LLC | 20.03K | Jun 30, 26 | +12.11K | 0.06% |
| Rockefeller Capital Management L.P. | 19.82K | Jun 30, 26 | +148 | 0.06% |
| Centerpoint Advisory Group | 19.82K | Jun 30, 26 | +1.08K | 0.06% |
| Signal Advisors Wealth, LLC | 18.23K | Jun 30, 26 | -889 | 0.06% |
| Strategic Blueprint, LLC | 18.04K | Jun 30, 26 | +116 | 0.06% |
| FIRST NATIONAL BANK OF OMAHA | 17.84K | Jun 30, 26 | -- | 0.06% |
| B.O.S.S. Retirement Advisors, LLC | 17.78K | Jun 30, 26 | -1.27K | 0.06% |
| BROWN ADVISORY INC | 17.44K | Jun 30, 26 | -968 | 0.05% |
| FMR LLC | 16.79K | Jun 30, 26 | +1.17K | 0.05% |
| GOLDMAN SACHS GROUP INC | 16.54K | Jun 30, 26 | -139.04K | 0.05% |
| Ausdal Financial Partners, Inc. | 15.83K | Jun 30, 26 | -1.34K | 0.05% |
| CFS Investment Advisory Services, LLC | 15.75K | Jun 30, 26 | -1.10K | 0.05% |
| HRT FINANCIAL LP | 15.50K | Jun 30, 26 | +15.50K | 0.05% |
| Venture Visionary Partners LLC | 15.16K | Jun 30, 26 | +112 | 0.05% |
| Pinnacle Financial Partners, Inc. | 14.95K | Jun 30, 26 | +4.02K | 0.05% |
| FLP Wealth Management, LLC | 14.24K | Jun 30, 26 | +2.47K | 0.04% |
| Arcadia Wealth Management, LLC | 13.96K | Jun 30, 26 | -28 | 0.04% |
| Alpha Zero LLC | 13.93K | Jun 30, 26 | -- | 0.04% |
| Lloyd Advisory Services, LLC. | 13.90K | Jun 30, 26 | -277.65K | 0.04% |
| Ashton Thomas Private Wealth, LLC | 13.78K | Jun 30, 26 | -3.77K | 0.04% |
| Claro Advisors LLC | 13.55K | Jun 30, 26 | +1.20K | 0.04% |
| Cresset Asset Management, LLC | 13.32K | Jun 30, 26 | -- | 0.04% |
| Fidelis Capital Partners, LLC | 12.73K | Jun 30, 26 | -- | 0.04% |
| CIBC Bancorp USA Inc. | 12.67K | Jun 30, 26 | -579 | 0.04% |
| Decker Retirement Planning Inc. | 12.46K | Jun 30, 26 | -173 | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 12.34K | Jun 30, 26 | -- | 0.04% |
| Centennial Advisors, LLC | 11.88K | Jun 30, 26 | +148 | 0.04% |
| Foundations Investment Advisors, LLC | 11.74K | Jun 30, 26 | -532 | 0.04% |
| CUSTOM INDEX SYSTEMS, LLC | 10.69K | Jun 30, 26 | +2.33K | 0.03% |
| McKinley Carter Wealth Services, Inc. | 10.33K | Jun 30, 26 | -260 | 0.03% |
| Prospera Financial Services Inc | 10.26K | Jun 30, 26 | -- | 0.03% |
| STIFEL FINANCIAL CORP | 10.26K | Jun 30, 26 | -3.50K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 9.78K | Jun 30, 26 | +2.24K | 0.03% |
| D. E. Shaw & Co., Inc. | 9.76K | Jun 30, 26 | +9.76K | 0.03% |
| Kohmann Bosshard Financial Services, LLC | 9.58K | Jun 30, 26 | +178 | 0.03% |
| Tailwinds Wealth, LLC | 9.55K | Jun 30, 26 | +9.55K | 0.03% |
| MARSHALL WACE, LLP | 9.23K | Jun 30, 26 | +9.23K | 0.03% |
| Gateway Wealth Partners, LLC | 9.20K | Jun 30, 26 | -2.69K | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.04K | Jun 30, 26 | -22.67K | 0.03% |
| SMART Wealth LLC | 8.93K | Jun 30, 26 | -27 | 0.03% |
| FIFTH THIRD BANCORP | 8.90K | Jun 30, 26 | -203 | 0.03% |
| SCS Capital Management LLC | 8.85K | Jun 30, 26 | -- | 0.03% |
| Index Technologies Group LLC | 8.78K | Jun 30, 26 | +1.91K | 0.03% |
| Smartleaf Asset Management LLC | 8.51K | Jun 30, 26 | -- | 0.03% |
| VICTORY FINANCIAL GROUP, LLC | 8.51K | Jun 30, 26 | +313 | 0.03% |
| Mason & Associates Inc | 8.42K | Jun 30, 26 | -- | 0.03% |
| COMPASS FINANCIAL MANAGEMENT LLC | 7.81K | Jun 30, 26 | +7.81K | 0.02% |
| Quantinno Capital Management LP | 7.18K | Jun 30, 26 | -147 | 0.02% |
| MAI Capital Management | 7.15K | Jun 30, 26 | +3.08K | 0.02% |
| Resources Investment Advisors, LLC. | 7.04K | Jun 30, 26 | -114 | 0.02% |
| Operose Advisors LLC | 6.64K | Jun 30, 26 | +6.64K | 0.02% |
| CATALYST FINANCIAL PARTNERS LLC | 6.52K | Jun 30, 26 | -- | 0.02% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 6.37K | Jun 30, 26 | +6.37K | 0.02% |
| FSA Advisors, Inc. | 6.37K | Jun 30, 26 | +914 | 0.02% |
| Geneos Wealth Management Inc. | 6.37K | Jun 30, 26 | -2.23K | 0.02% |
| FRANKLIN RESOURCES INC | 6.09K | Jun 30, 26 | -- | 0.02% |
| J.W. COLE ADVISORS, INC. | 5.98K | Jun 30, 26 | +5.98K | 0.02% |
| GenWealth Group, Inc. | 5.84K | Jun 30, 26 | -- | 0.02% |
| Sentinus, LLC | 5.78K | Jun 30, 26 | +609 | 0.02% |
| Astoria Portfolio Advisors LLC. | 5.71K | Jun 30, 26 | +5.71K | 0.02% |
| Networth Advisors, LLC | 5.65K | Jun 30, 26 | -201 | 0.02% |
| Confluence Wealth Services, Inc. | 5.50K | Jun 30, 26 | -- | 0.02% |
| Arvest Bank Trust Division | 5.37K | Jun 30, 26 | -- | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 5.18K | Jun 30, 26 | -1.03K | 0.02% |
| Align Financial, LLC | 5.11K | Jun 30, 26 | +123 | 0.02% |
| TOWER BRIDGE ADVISORS | 4.90K | Jun 30, 26 | -- | 0.02% |
| MBL Wealth, LLC | 4.80K | Jun 30, 26 | -- | 0.02% |
| Equitable Holdings, Inc. | 4.78K | Jun 30, 26 | -75 | 0.01% |
| BANK OF MONTREAL /CAN/ | 4.75K | Jun 30, 26 | -- | 0.01% |
| KFA Private Wealth Group, LLC | 4.56K | Jun 30, 26 | -577 | 0.01% |
| SIMA Wealth Partners, LLC | 4.54K | Jun 30, 26 | -- | 0.01% |
| OpenArc Corporate Advisory, LLC | 4.49K | Jun 30, 26 | +988 | 0.01% |
| Vantage Point Financial LLC | 4.41K | Jun 30, 26 | -- | 0.01% |
| GLENMEDE TRUST CO NA | 4.40K | Jun 30, 26 | -- | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 4.33K | Jun 30, 26 | -- | 0.01% |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 4.32K | Jun 30, 26 | +4.32K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.23K | Jun 30, 26 | -2.85K | 0.01% |
| Triad Wealth Partners, LLC | 4.22K | Jun 30, 26 | -9.75K | 0.01% |
| BlackRock, Inc. | 4.21K | Jun 30, 26 | -- | 0.01% |
| REAP Financial Group, LLC | 4.17K | Jun 30, 26 | +2 | 0.01% |
| Kelly Financial Services LLC | 4.06K | Jun 30, 26 | -3.03K | 0.01% |
| M&T BANK CORP | 4.00K | Jun 30, 26 | -- | 0.01% |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 3.98K | Jun 30, 26 | +3.98K | 0.01% |
| Laurel Wealth Advisors LLC | 3.90K | Jun 30, 26 | -- | 0.01% |
| GTS SECURITIES LLC | 3.88K | Jun 30, 26 | -17.18K | 0.01% |
| BLAIR WILLIAM & CO/IL | 3.81K | Jun 30, 26 | -- | 0.01% |
| Advyzon Investment Management, LLC | 3.77K | Jun 30, 26 | -1.27K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 3.77K | Jun 30, 26 | -- | 0.01% |
| Pallas Capital Advisors LLC | 3.77K | Jun 30, 26 | -- | 0.01% |
| Yoder Wealth Management, Inc. | 3.74K | Jun 30, 26 | -- | 0.01% |
| JFS WEALTH ADVISORS, LLC | 3.68K | Jun 30, 26 | -- | 0.01% |
| Beacon Pointe Advisors, LLC | 3.62K | Jun 30, 26 | +3.62K | 0.01% |
| BALLAST ADVISORS LLC | 3.61K | Jun 30, 26 | -- | 0.01% |
| Creative Planning | 3.55K | Jun 30, 26 | +1.06K | 0.01% |
| Colony Group, LLC | 3.51K | Jun 30, 26 | +728 | 0.01% |
| Meridian Wealth Management, LLC | 3.49K | Jun 30, 26 | -24 | 0.01% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3.47K | Jun 30, 26 | -73 | 0.01% |
| Cyndeo Wealth Partners, LLC | 3.41K | Jun 30, 26 | -- | 0.01% |
| K.J. Harrison & Partners Inc | 3.41K | Jun 30, 26 | +3.41K | 0.01% |
| Miracle Mile Advisors, LLC | 3.34K | Jun 30, 26 | -65 | 0.01% |
| Kestra Advisory Services, LLC | 3.32K | Jun 30, 26 | +3.32K | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3.31K | Jun 30, 26 | +3.31K | 0.01% |
| Legacy Edge Advisors, LLC | 3.29K | Jun 30, 26 | -129 | 0.01% |
| IEQ CAPITAL, LLC | 3.28K | Jun 30, 26 | -- | 0.01% |
| Janney Montgomery Scott LLC | 3.21K | Jun 30, 26 | +3.21K | 0.01% |
| DAGCO, INC. | 3.19K | Jun 30, 26 | +3.19K | 0.01% |
| Prosperity Consulting Group, LLC | 3.10K | Jun 30, 26 | -- | 0.01% |
| SAGESPRING WEALTH PARTNERS, LLC | 3.09K | Jun 30, 26 | -- | 0.01% |
| Diversified Trust Co | 3.07K | Jun 30, 26 | -- | 0.01% |
| 1832 Asset Management L.P. | 3.04K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 3.02K | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 3.00K | Jun 30, 26 | +383 | 0.01% |
| LifePlan Investment Advisors, Inc. | 2.92K | Jun 30, 26 | +199 | 0.01% |
| Heck Capital Advisors, LLC | 2.90K | Jun 30, 26 | -12.22K | 0.01% |
| Sigma Planning Corp | 2.89K | Jun 30, 26 | -217 | 0.01% |
| CreativeOne Wealth, LLC | 2.89K | Jun 30, 26 | -509 | 0.01% |
| Global Retirement Partners, LLC | 2.89K | Jun 30, 26 | +2.89K | 0.01% |
| Argent Trust Co | 2.82K | Jun 30, 26 | -- | 0.01% |
| MARIPAU WEALTH MANAGEMENT LLC | 2.66K | Jun 30, 26 | -49 | 0.01% |
| Cerity Partners LLC | 2.64K | Jun 30, 26 | -- | 0.01% |
| Financial Engines Advisors L.L.C. | 2.63K | Jun 30, 26 | -109 | 0.01% |
| Tenzing Financial LLC | 2.59K | Jun 30, 26 | +2.59K | 0.01% |
| One Wealth Advisors, LLC | 2.56K | Jun 30, 26 | -- | 0.01% |
| ANCHOR CAPITAL ADVISORS LLC | 2.54K | Jun 30, 26 | -- | 0.01% |
| REGIONS FINANCIAL CORP | 2.49K | Jun 30, 26 | +73 | 0.01% |
| Parallel Advisors, LLC | 2.46K | Jun 30, 26 | -568 | 0.01% |
| Atria Investments, Inc | 2.44K | Jun 30, 26 | -1.14K | 0.01% |
| Perennial Investment Advisors, LLC | 2.42K | Jun 30, 26 | -- | 0.01% |
| BLB&B Advisors, LLC | 2.39K | Jun 30, 26 | -- | 0.01% |
| Cordatus Wealth Management LLC | 2.35K | Jun 30, 26 | -- | 0.01% |
| LaSalle St. Investment Advisors, LLC | 2.33K | Jun 30, 26 | -238 | 0.01% |
| Vise Technologies, Inc. | 2.31K | Jun 30, 26 | +2.31K | 0.01% |
| Ronald Blue Trust, Inc. | 2.29K | Jun 30, 26 | -86 | 0.01% |
| Synergy Asset Management, LLC | 2.29K | Jun 30, 26 | -814 | 0.01% |
| PACIFIC FINANCIAL GROUP INC | 2.26K | Jun 30, 26 | +7 | 0.01% |
| RiverGlades Family Offices LLC | 2.26K | Jun 30, 26 | +2.26K | 0.01% |
| DUDLEY CAPITAL MANAGEMENT, LLC | 2.25K | Jun 30, 26 | +52 | 0.01% |
| Brookstone Capital Management | 2.21K | Jun 30, 26 | +2.21K | 0.01% |
| Parvin Asset Management, LLC | 2.20K | Jun 30, 26 | -- | 0.01% |
| MGO ONE SEVEN LLC | 2.16K | Jun 30, 26 | -139 | 0.01% |
| Rossby Financial, LCC | 2.14K | Jun 30, 26 | +446 | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.10K | Jun 30, 26 | +2.10K | 0.01% |
| Quadrature Capital Ltd | 2.06K | Jun 30, 26 | +2.06K | 0.01% |
| Financial Council Asset Management Inc | 2.00K | Jun 30, 26 | +2.00K | 0.01% |
| AlphaCore Capital LLC | 1.91K | Jun 30, 26 | +555 | 0.01% |
| EASTERN BANK | 1.91K | Jun 30, 26 | -85 | 0.01% |
| Qube Research & Technologies Ltd | 1.75K | Jun 30, 26 | +1.15K | 0.01% |
| US BANCORP \DE\ | 1.62K | Jun 30, 26 | -505 | 0.01% |
| Aptus Capital Advisors, LLC | 1.58K | Jun 30, 26 | +1.55K | 0.00% |
| Colonial Trust Co / SC | 1.44K | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 1.40K | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1.39K | Jun 30, 26 | +5 | 0.00% |
| EverSource Wealth Advisors, LLC | 1.35K | Jun 30, 26 | +288 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.17K | Jun 30, 26 | +1.17K | 0.00% |
| SouthState Corp | 1.13K | Jun 30, 26 | +119 | 0.00% |
| EFG International AG | 1.11K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.05K | Jun 30, 26 | -128 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 961 | Jun 30, 26 | -66 | 0.00% |
| Silver Grove Financial Group, Inc. | 872 | Jun 30, 26 | +872 | 0.00% |
| Signature Equity Partners, LLC | 783 | Jun 30, 26 | -223 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 775 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 660 | Jun 30, 26 | -- | 0.00% |
| BOK Financial Private Wealth, Inc. | 647 | Jun 30, 26 | -98 | 0.00% |
| Parkside Financial Bank & Trust | 632 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 600 | Jun 30, 26 | +600 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 587 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 539 | Jun 30, 26 | +318 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 440 | Jun 30, 26 | -75 | 0.00% |
| Planning Strategies Inc. | 433 | Jun 30, 26 | +433 | 0.00% |
| FIRST HORIZON CORP | 421 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 340 | Jun 30, 26 | -8.73K | 0.00% |
| ST GERMAIN D J CO INC | 294 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 257 | Jun 30, 26 | +257 | 0.00% |
| SRS Capital Advisors, Inc. | 245 | Jun 30, 26 | +245 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 203 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 179 | Jun 30, 26 | +114 | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 171 | Jun 30, 26 | -- | 0.00% |
| New Republic Capital, LLC | 140 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 112 | Jun 30, 26 | +112 | 0.00% |
| Clearstead Trust, LLC | 103 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 103 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 90 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 69 | Jun 30, 26 | +69 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 65 | Jun 30, 26 | -78 | 0.00% |
| Spire Wealth Management | 54 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 47 | Jun 30, 26 | -- | 0.00% |
| TIAA Wealth Investment Management LLC | 43 | Jun 30, 26 | -246 | 0.00% |
| Millstone Evans Group, LLC | 33 | Jun 30, 26 | +33 | 0.00% |
| Sequoia Financial Advisors, LLC | -- | Jun 30, 26 | -2.45K | -- |
| FAS Wealth Partners, Inc. | -- | Jun 30, 26 | -2 | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -7.65K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -26 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -29 | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -68 | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -3.08K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -862 | -- |
| SigFig Wealth Management, LLC | -- | Jun 30, 26 | -40.78K | -- |
| TRUST CO OF TOLEDO NA /OH/ | -- | Jun 30, 26 | -48 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -2.93K | -- |
| B. Riley Wealth Advisors, Inc. | -- | Jun 30, 26 | -18.32K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -6.75K | -- |
| Linden Thomas Advisory Services, LLC | -- | Jun 30, 26 | -4.75K | -- |
| Colonial River Wealth Management, LLC | -- | Jun 30, 26 | -2.22K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.13K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -186 | -- |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -- | Jun 30, 26 | -10.20K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -109 | -- |
| RMB Capital Management, LLC | -- | Jun 30, 26 | -20.37K | -- |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -8.19K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -4.59K | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -- | Jun 30, 26 | -67 | -- |
| CWM, LLC | 16.03K | Mar 31, 26 | +634 | 0.05% |
| Spectrum Advisors, Inc. | 15.66K | Mar 31, 26 | +15.66K | 0.05% |
| Gibbs Wealth Management | 6.75K | Mar 31, 26 | +6.75K | 0.02% |
| Leo Wealth, LLC | 4.45K | Mar 31, 26 | -398 | 0.01% |
| Anchor Investment Management, LLC | 500 | Mar 31, 26 | -- | 0.00% |
| Cherry Tree Wealth Management, LLC | 267 | Mar 31, 26 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 15.88K | Dec 31, 25 | -228 | 0.05% |
| COMERICA BANK | 2.44K | Dec 31, 25 | -- | 0.01% |
| New Millennium Group LLC | 95 | Dec 31, 25 | -- | 0.00% |
| Ransom Advisory, Ltd | 68 | Dec 31, 25 | +68 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.18K | -- |
| COUNTRY CLUB BANK /GFN | 18.23K | Sep 30, 25 | -1.77K | 0.06% |
| SYNOVUS FINANCIAL CORP | 10.05K | Sep 30, 25 | -804 | 0.03% |
| Glenmede Investment Management, LP | 5.35K | Sep 30, 25 | -- | 0.02% |
| Pineridge Advisors LLC | 4.56K | Sep 30, 25 | +316 | 0.01% |
| Guerra Advisors Inc | 1.21K | Sep 30, 25 | +1.21K | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -3.56K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 6.62K | Jun 30, 25 | -1.92K | 0.02% |
| Centricity Wealth Management, LLC | 1.83K | Jun 30, 25 | +1.15K | 0.01% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1.60K | Jun 30, 25 | +1.60K | 0.00% |
| First Horizon Advisors, Inc. | 1.32K | Jun 30, 25 | +168 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -52.54K | -- |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -546 | -- |
| Orion Portfolio Solutions, LLC | 553.73K | Mar 31, 25 | +553.73K | 1.73% |
| Spectrum Wealth Counsel, LLC | 406 | Mar 31, 25 | -- | 0.00% |
| Peninsula Wealth, LLC | 7.95K | Dec 31, 24 | +7.95K | 0.02% |
| Pegasus Partners Ltd. | 859.96K | Sep 30, 24 | +88.44K | 2.69% |
| 9258 Wealth Management, LLC | 194.22K | Sep 30, 24 | -715 | 0.61% |
| RAYMOND JAMES & ASSOCIATES | 63.77K | Sep 30, 24 | -333 | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 42.81K | Sep 30, 24 | +8.36K | 0.13% |
| Peterson Financial Group, Inc. | 17.57K | Sep 30, 24 | -1.60K | 0.05% |
| Brophy Wealth Management, LLC | 3.05K | Sep 30, 24 | +3.05K | 0.01% |
| Family Asset Management, LLC | 871 | Sep 30, 24 | -- | 0.00% |
| FinTrust Capital Advisors, LLC | 160 | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 124 | Sep 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 66.58K | Mar 31, 24 | -3.77K | 0.21% |
| NinePointTwo Capital LLC | 22.78K | Dec 31, 23 | -- | 0.07% |
| Baystate Wealth Management LLC | 20.18K | Dec 31, 23 | -777 | 0.06% |
| Simplicity Solutions, LLC | 4.63K | Dec 31, 23 | +4.63K | 0.01% |
| WEALTHSOURCE PARTNERS, LLC | 3.16K | Dec 31, 23 | +3.16K | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 31.03K | Sep 30, 23 | -1.57K | 0.10% |
| TIAA, FSB | 8.12M | Jun 30, 23 | +244.35K | 25.41% |
| TimeScale Financial, Inc. | 19.65K | Jun 30, 23 | +36 | 0.06% |
| LEO BROKERAGE, LLC | -- | Jun 30, 23 | -4.77K | -- |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -200 | -- |
| 55I, LLC | 230.47K | Sep 30, 22 | +230.47K | 0.72% |
| American Portfolios Advisors | 571 | Sep 30, 22 | +571 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -186 | -- |
| Karn, Couzens & Associates, Inc. | 5.80K | Mar 31, 22 | +5.80K | 0.02% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4.73K | Mar 31, 22 | +21 | 0.01% |
| Country Club Trust Company, n.a. | 15.90K | Dec 31, 21 | -- | 0.05% |
| MD Financial Management Inc. | 2.31K | Dec 31, 21 | +2.31K | 0.01% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -329 | -- |
| DARRELL & KING LLC | 4.01K | Dec 31, 20 | +4.01K | 0.01% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -627 | -- |
| Advisor Group, Inc. | 4.28K | Dec 31, 19 | -3.46K | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.50K | Dec 31, 19 | -1.01K | 0.01% |
| Commonwealth Equity Services, Inc | 112.06K | Jun 30, 17 | +5.94K | 0.35% |
| WFG Advisors, LP | 210 | Jun 30, 17 | -- | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -10.35K | -- |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 119.84K | Dec 31, 16 | -- | 0.37% |
| MSI Financial Services Inc | 3.44K | Dec 31, 16 | -- | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 2.83K | Dec 31, 14 | -- | 0.01% |
| UBS AG | 1.20M | Sep 30, 14 | +58.53K | 3.77% |
| WILMINGTON TRUST CO | 21.20K | Jun 30, 14 | -7.15K | 0.07% |