IYF(IYF)
IYF
Institutional Ownership
Top 683 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| First Citizens Financial Corp | 54.09K | Sep 30, 26 | -206 | 0.16% |
| CX Institutional | 20.25K | Sep 30, 26 | +98 | 0.06% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3.01K | Sep 30, 26 | +456 | 0.01% |
| Bank of New Hampshire | 259 | Sep 30, 26 | +259 | 0.00% |
| Investors Research Corp | 50 | Sep 30, 26 | +25 | 0.00% |
| DOLIVER ADVISORS, LP | -- | Sep 30, 26 | -2.26K | -- |
| Fisher Asset Management, LLC | 1.68M | Jun 30, 26 | -42.02K | 5.09% |
| MORGAN STANLEY | 1.60M | Jun 30, 26 | +56.54K | 4.85% |
| Phoenix Holdings Ltd. | 1.20M | Jun 30, 26 | -- | 3.64% |
| BANK OF AMERICA CORP /DE/ | 1.18M | Jun 30, 26 | -368.05K | 3.58% |
| PGIM Custom Harvest LLC | 1.07M | Jun 30, 26 | +2.79K | 3.26% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.02M | Jun 30, 26 | +1.02M | 3.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 750.60K | Jun 30, 26 | +39.95K | 2.28% |
| FIL Ltd | 708.17K | Jun 30, 26 | +708.17K | 2.15% |
| GOLDMAN SACHS GROUP INC | 640.31K | Jun 30, 26 | -5.13K | 1.95% |
| LPL Financial LLC | 507.19K | Jun 30, 26 | -53.24K | 1.54% |
| WELLS FARGO & COMPANY/MN | 411.19K | Jun 30, 26 | -14.31K | 1.25% |
| UBS Group AG | 383.37K | Jun 30, 26 | -24.05K | 1.17% |
| RAYMOND JAMES FINANCIAL INC | 311.75K | Jun 30, 26 | -3.02K | 0.95% |
| ROYAL BANK OF CANADA | 278.07K | Jun 30, 26 | -19.70K | 0.85% |
| FMR LLC | 275.95K | Jun 30, 26 | -7.26K | 0.84% |
| TWO SIGMA INVESTMENTS, LP | 224.00K | Jun 30, 26 | -335.00K | 0.68% |
| Magnus Financial Group LLC | 211.97K | Jun 30, 26 | +5.34K | 0.64% |
| COMMONWEALTH EQUITY SERVICES, LLC | 196.17K | Jun 30, 26 | -3.31K | 0.60% |
| Kestra Advisory Services, LLC | 184.35K | Jun 30, 26 | -7.36K | 0.56% |
| SCOTIA CAPITAL INC. | 171.94K | Jun 30, 26 | +3.50K | 0.52% |
| THRIVENT FINANCIAL FOR LUTHERANS | 156.04K | Jun 30, 26 | +4.49K | 0.47% |
| Cetera Investment Advisers | 144.14K | Jun 30, 26 | -1.12K | 0.44% |
| Steward Partners Investment Advisory, LLC | 129.46K | Jun 30, 26 | -194.58K | 0.39% |
| JPMORGAN CHASE & CO | 119.87K | Jun 30, 26 | -15.75K | 0.36% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 119.63K | Jun 30, 26 | +119.63K | 0.36% |
| JONES FINANCIAL COMPANIES LLLP | 115.96K | Jun 30, 26 | +12.49K | 0.35% |
| Sanctuary Advisors, LLC | 115.19K | Jun 30, 26 | +5.14K | 0.35% |
| PATTEN & PATTEN INC/TN | 114.83K | Jun 30, 26 | -2.11K | 0.35% |
| XML Financial, LLC | 113.77K | Jun 30, 26 | +42 | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 111.27K | Jun 30, 26 | +7.17K | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 109.31K | Jun 30, 26 | -5.11K | 0.33% |
| Zurich Insurance Group Ltd/FI | 84.73K | Jun 30, 26 | +34.48K | 0.26% |
| Prasad Wealth Partners, LLC | 80.85K | Jun 30, 26 | +12.62K | 0.25% |
| BANK OF MONTREAL /CAN/ | 75.86K | Jun 30, 26 | +21.56K | 0.23% |
| AMERIPRISE FINANCIAL INC | 75.11K | Jun 30, 26 | -62.67K | 0.23% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 73.11K | Jun 30, 26 | -1.32K | 0.22% |
| Cambridge Investment Research Advisors, Inc. | 69.63K | Jun 30, 26 | -22.84K | 0.21% |
| CAPTRUST FINANCIAL ADVISORS | 63.05K | Jun 30, 26 | +49.36K | 0.19% |
| STIFEL FINANCIAL CORP | 55.48K | Jun 30, 26 | -27.89K | 0.17% |
| WASHINGTON TRUST Co | 52.49K | Jun 30, 26 | -2.09K | 0.16% |
| Stillwater Capital Advisors, LLC | 49.58K | Jun 30, 26 | -482 | 0.15% |
| Janney Montgomery Scott LLC | 46.77K | Jun 30, 26 | -287 | 0.14% |
| Valor Advisors LLC | 42.30K | Jun 30, 26 | -- | 0.13% |
| Gerber Kawasaki Wealth & Investment Management | 41.96K | Jun 30, 26 | +4.00K | 0.13% |
| CITIGROUP INC | 39.97K | Jun 30, 26 | +1.57K | 0.12% |
| ADVISORTRUST PARTNERS, LLC | 38.80K | Jun 30, 26 | +38.49K | 0.12% |
| Finley Financial, LLC | 38.37K | Jun 30, 26 | -2.06K | 0.12% |
| Eagle Strategies LLC | 37.27K | Jun 30, 26 | +1.26K | 0.11% |
| HC Advisors, LLC | 37.12K | Jun 30, 26 | +578 | 0.11% |
| Pinnacle Financial Partners, Inc. | 35.50K | Jun 30, 26 | -35 | 0.11% |
| Ethos Financial Group, LLC | 34.35K | Jun 30, 26 | -1.01K | 0.10% |
| HighTower Advisors, LLC | 33.21K | Jun 30, 26 | +1.41K | 0.10% |
| PETTYJOHN, WOOD & WHITE, INC | 33.12K | Jun 30, 26 | -65 | 0.10% |
| Rockefeller Capital Management L.P. | 31.60K | Jun 30, 26 | +512 | 0.10% |
| Safe Harbor Fiduciary, LLC | 28.53K | Jun 30, 26 | +852 | 0.09% |
| Equitable Holdings, Inc. | 26.54K | Jun 30, 26 | -8.33K | 0.08% |
| Private Advisor Group, LLC | 25.34K | Jun 30, 26 | -31.45K | 0.08% |
| Somerset Group LLC | 25.32K | Jun 30, 26 | +86 | 0.08% |
| KKM Financial LLC | 25.28K | Jun 30, 26 | -6.88K | 0.08% |
| Colony Family Offices, LLC | 24.98K | Jun 30, 26 | -- | 0.08% |
| Nvest Financial, LLC | 24.98K | Jun 30, 26 | +1.95K | 0.08% |
| Smartleaf Asset Management LLC | 24.25K | Jun 30, 26 | -- | 0.07% |
| Geneos Wealth Management Inc. | 24.09K | Jun 30, 26 | +103 | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 23.57K | Jun 30, 26 | -111 | 0.07% |
| Mutual Advisors, LLC | 23.48K | Jun 30, 26 | +7.34K | 0.07% |
| SYON CAPITAL LLC | 23.26K | Jun 30, 26 | -9.36K | 0.07% |
| WealthCare Investment Partners, LLC | 21.48K | Jun 30, 26 | -706 | 0.07% |
| AlphaCore Capital LLC | 21.43K | Jun 30, 26 | -5.16K | 0.07% |
| Atria Investments, Inc | 20.71K | Jun 30, 26 | -897 | 0.06% |
| Kovack Advisors, Inc. | 20.28K | Jun 30, 26 | -906 | 0.06% |
| Financial Freedom, LLC | 20.06K | Jun 30, 26 | +3.46K | 0.06% |
| MML INVESTORS SERVICES, LLC | 19.36K | Jun 30, 26 | +4.20K | 0.06% |
| Merit Financial Group, LLC | 18.31K | Jun 30, 26 | -555 | 0.06% |
| Creative Planning | 18.14K | Jun 30, 26 | -2.67K | 0.06% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18.10K | Jun 30, 26 | -318 | 0.06% |
| KENNICOTT CAPITAL MANAGEMENT LLC | 17.87K | Jun 30, 26 | +1.44K | 0.05% |
| Bank of New York Mellon Corp | 17.68K | Jun 30, 26 | -1.82K | 0.05% |
| J.W. COLE ADVISORS, INC. | 17.55K | Jun 30, 26 | +17.55K | 0.05% |
| HUNTINGTON NATIONAL BANK | 17.54K | Jun 30, 26 | -519 | 0.05% |
| FOUNDERS FINANCIAL SECURITIES LLC | 16.57K | Jun 30, 26 | -14 | 0.05% |
| Resources Investment Advisors, LLC. | 16.56K | Jun 30, 26 | -2.13K | 0.05% |
| DAVENPORT & Co LLC | 16.39K | Jun 30, 26 | -3 | 0.05% |
| Castle Rock Wealth Management, LLC | 16.15K | Jun 30, 26 | +2.78K | 0.05% |
| OpenArc Corporate Advisory, LLC | 16.09K | Jun 30, 26 | -62.32K | 0.05% |
| Allen Investment Management LLC | 15.84K | Jun 30, 26 | -- | 0.05% |
| Koshinski Asset Management, Inc. | 15.55K | Jun 30, 26 | -163 | 0.05% |
| AFT, FORSYTH & COMPANY, INC. | 15.39K | Jun 30, 26 | -949 | 0.05% |
| Gotham Asset Management, LLC | 15.02K | Jun 30, 26 | -- | 0.05% |
| TRUIST FINANCIAL CORP | 15.00K | Jun 30, 26 | -3.98K | 0.05% |
| MMBG INVESTMENT ADVISORS CO. | 14.50K | Jun 30, 26 | -- | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.16K | Jun 30, 26 | +3.44K | 0.04% |
| Essex LLC | 13.77K | Jun 30, 26 | -333 | 0.04% |
| COMMERCE BANK | 13.68K | Jun 30, 26 | -125 | 0.04% |
| HBW Advisory Services LLC | 13.56K | Jun 30, 26 | +764 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 13.06K | Jun 30, 26 | +3.27K | 0.04% |
| NewEdge Advisors, LLC | 13.04K | Jun 30, 26 | +1.16K | 0.04% |
| BLAIR WILLIAM & CO/IL | 13.00K | Jun 30, 26 | +7 | 0.04% |
| Gerald Baker Financial Group LLC | 12.87K | Jun 30, 26 | -414 | 0.04% |
| CI Private Wealth, LLC | 12.86K | Jun 30, 26 | -3.08K | 0.04% |
| MAI Capital Management | 11.74K | Jun 30, 26 | +323 | 0.04% |
| Strategic Investment Solutions, Inc. /IL | 11.58K | Jun 30, 26 | +6.69K | 0.04% |
| Navis Wealth Advisors, LLC | 11.52K | Jun 30, 26 | +34 | 0.04% |
| KCM INVESTMENT ADVISORS LLC | 11.23K | Jun 30, 26 | -661 | 0.03% |
| SRS Capital Advisors, Inc. | 11.16K | Jun 30, 26 | +10.62K | 0.03% |
| Beacon Pointe Advisors, LLC | 11.03K | Jun 30, 26 | -322 | 0.03% |
| Cascade Financial Partners, LLC | 10.98K | Jun 30, 26 | -- | 0.03% |
| Ameritas Advisory Services, LLC | 10.81K | Jun 30, 26 | +1.88K | 0.03% |
| Quantinno Capital Management LP | 10.66K | Jun 30, 26 | -1.99K | 0.03% |
| NORTHERN TRUST CORP | 10.46K | Jun 30, 26 | -1.23K | 0.03% |
| Sigma Planning Corp | 10.46K | Jun 30, 26 | -54 | 0.03% |
| PEAPACK GLADSTONE FINANCIAL CORP | 10.31K | Jun 30, 26 | -1.63K | 0.03% |
| Madison Park Capital Advisors, LLC | 10.00K | Jun 30, 26 | +10.00K | 0.03% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 9.86K | Jun 30, 26 | +4.05K | 0.03% |
| One Charles Private Wealth Services, LLC | 9.86K | Jun 30, 26 | -265 | 0.03% |
| Nova Wealth Management, Inc. | 9.83K | Jun 30, 26 | -1.49K | 0.03% |
| Federation des caisses Desjardins du Quebec | 9.79K | Jun 30, 26 | -113 | 0.03% |
| Baird Financial Group, Inc. | 9.66K | Jun 30, 26 | +792 | 0.03% |
| PARK AVENUE SECURITIES LLC | 9.65K | Jun 30, 26 | +1.33K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.59K | Jun 30, 26 | -541 | 0.03% |
| CIBC WORLD MARKET INC. | 9.49K | Jun 30, 26 | +1.52K | 0.03% |
| CITADEL ADVISORS LLC | 9.48K | Jun 30, 26 | +9.48K | 0.03% |
| STEPHENS INC /AR/ | 9.32K | Jun 30, 26 | -162 | 0.03% |
| Matthew Goff Investment Advisor, LLC | 9.23K | Jun 30, 26 | -- | 0.03% |
| Wealth Management Partners, LLC | 9.21K | Jun 30, 26 | +45 | 0.03% |
| Cerity Partners LLC | 9.02K | Jun 30, 26 | +146 | 0.03% |
| Arkadios Wealth Advisors | 8.95K | Jun 30, 26 | -571 | 0.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 8.85K | Jun 30, 26 | -- | 0.03% |
| Acropolis Investment Management, LLC | 8.77K | Jun 30, 26 | -- | 0.03% |
| LIBERTY WEALTH MANAGEMENT LLC | 8.63K | Jun 30, 26 | -- | 0.03% |
| Tidemark, LLC | 8.50K | Jun 30, 26 | +300 | 0.03% |
| Prostatis Group LLC | 8.46K | Jun 30, 26 | -3.03K | 0.03% |
| INSIGNEO ADVISORY SERVICES, LLC | 8.12K | Jun 30, 26 | +1.16K | 0.02% |
| Tepp RIA, LLC | 8.12K | Jun 30, 26 | -1.17K | 0.02% |
| Joel Isaacson & Co., LLC | 7.92K | Jun 30, 26 | -55 | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.72K | Jun 30, 26 | -2 | 0.02% |
| FIFTH THIRD BANCORP | 7.72K | Jun 30, 26 | -1.14K | 0.02% |
| HF Advisory Group, LLC | 7.66K | Jun 30, 26 | +392 | 0.02% |
| Fundamentum, LLC | 7.61K | Jun 30, 26 | +793 | 0.02% |
| Game Plan Financial Advisors, LLC | 7.61K | Jun 30, 26 | +85 | 0.02% |
| Wealth Management Associates, Inc. | 7.53K | Jun 30, 26 | +144 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 7.48K | Jun 30, 26 | -200 | 0.02% |
| FORTE ASSET MANAGEMENT LLC | 7.45K | Jun 30, 26 | +2.26K | 0.02% |
| Ancora Advisors, LLC | 7.20K | Jun 30, 26 | +8 | 0.02% |
| Genesee Capital Advisors, LLC | 7.18K | Jun 30, 26 | -1.47K | 0.02% |
| Mariner, LLC | 7.13K | Jun 30, 26 | -22.57K | 0.02% |
| Csenge Advisory Group | 7.12K | Jun 30, 26 | +627 | 0.02% |
| Haverford Trust Co | 7.04K | Jun 30, 26 | -- | 0.02% |
| Chicago Partners Investment Group LLC | 7.00K | Jun 30, 26 | +21 | 0.02% |
| HFG Advisors, Inc. | 6.98K | Jun 30, 26 | -- | 0.02% |
| LPWM LLC | 6.79K | Jun 30, 26 | -- | 0.02% |
| Valmark Advisers, Inc. | 6.67K | Jun 30, 26 | +1 | 0.02% |
| FIRST CITIZENS BANK & TRUST CO | 6.47K | Jun 30, 26 | +42 | 0.02% |
| Redwood Financial Network Corp | 6.31K | Jun 30, 26 | +929 | 0.02% |
| May Barnhard Investments LLC | 6.22K | Jun 30, 26 | +1 | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.21K | Jun 30, 26 | +6.10K | 0.02% |
| GARRISON POINT ADVISORS, LLC | 6.20K | Jun 30, 26 | -174 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 6.18K | Jun 30, 26 | -2.00K | 0.02% |
| Oak Barrel Wealth Advisory LLC | 6.15K | Jun 30, 26 | +6.15K | 0.02% |
| WHITENER CAPITAL MANAGEMENT, INC. | 6.14K | Jun 30, 26 | +211 | 0.02% |
| Empirical Asset Management, LLC | 6.11K | Jun 30, 26 | -892 | 0.02% |
| Stratos Wealth Partners, LTD. | 6.05K | Jun 30, 26 | +1.16K | 0.02% |
| Prime Capital Investment Advisors, LLC | 6.02K | Jun 30, 26 | -2.11K | 0.02% |
| Robertson Stephens Wealth Management, LLC | 5.80K | Jun 30, 26 | +3 | 0.02% |
| CreativeOne Wealth, LLC | 5.71K | Jun 30, 26 | +315 | 0.02% |
| Asset One Wealth Management LLC | 5.68K | Jun 30, 26 | -267 | 0.02% |
| Meridian Wealth Management, LLC | 5.59K | Jun 30, 26 | +4 | 0.02% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5.58K | Jun 30, 26 | +68 | 0.02% |
| IHT Wealth Management, LLC | 5.55K | Jun 30, 26 | -368 | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.51K | Jun 30, 26 | -196 | 0.02% |
| Chesapeake Wealth Management | 5.50K | Jun 30, 26 | -2.62K | 0.02% |
| Modera Wealth Management, LLC | 5.46K | Jun 30, 26 | +304 | 0.02% |
| Americana Partners, LLC | 5.46K | Jun 30, 26 | +1.80K | 0.02% |
| Gladstone Institutional Advisory LLC | 5.41K | Jun 30, 26 | -281 | 0.02% |
| Bigelow Investment Advisors, LLC | 5.38K | Jun 30, 26 | -75 | 0.02% |
| CENTRAL VALLEY ADVISORS, LLC | 5.27K | Jun 30, 26 | +1 | 0.02% |
| Wealthcare Advisory Partners LLC | 5.20K | Jun 30, 26 | -- | 0.02% |
| GDS Wealth Management | 5.19K | Jun 30, 26 | +308 | 0.02% |
| Sargent Investment Group, LLC | 5.13K | Jun 30, 26 | -- | 0.02% |
| Connecticut Wealth Management, LLC | 5.04K | Jun 30, 26 | -206 | 0.02% |
| Visionary Wealth Advisors | 5.03K | Jun 30, 26 | -- | 0.02% |
| Samara Investment Management, LLC | 5.01K | Jun 30, 26 | +473 | 0.02% |
| BlackRock, Inc. | 5.00K | Jun 30, 26 | +1.80K | 0.02% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 5.00K | Jun 30, 26 | -865 | 0.02% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.96K | Jun 30, 26 | -626 | 0.02% |
| MONTAG A & ASSOCIATES INC | 4.95K | Jun 30, 26 | -124 | 0.02% |
| BRADLEY FOSTER & SARGENT INC/CT | 4.90K | Jun 30, 26 | -25 | 0.01% |
| PACIFIC SUN FINANCIAL CORP | 4.85K | Jun 30, 26 | +40 | 0.01% |
| Simmons Bank | 4.84K | Jun 30, 26 | -- | 0.01% |
| Glenview Trust Co | 4.82K | Jun 30, 26 | -2.28K | 0.01% |
| Cadent Capital Advisors, LLC | 4.80K | Jun 30, 26 | +4.80K | 0.01% |
| Lido Advisors, LLC | 4.79K | Jun 30, 26 | -1.88K | 0.01% |
| Triton Wealth Management, PLLC | 4.69K | Jun 30, 26 | -216 | 0.01% |
| Colony Group, LLC | 4.67K | Jun 30, 26 | -914 | 0.01% |
| NAVELLIER & ASSOCIATES INC | 4.54K | Jun 30, 26 | +4.54K | 0.01% |
| Commonwealth Financial Services, LLC | 4.46K | Jun 30, 26 | +1 | 0.01% |
| XTX Topco Ltd | 4.43K | Jun 30, 26 | +888 | 0.01% |
| M&T BANK CORP | 4.27K | Jun 30, 26 | -- | 0.01% |
| LRI Investments, LLC | 4.22K | Jun 30, 26 | -126 | 0.01% |
| CFM WEALTH PARTNERS LLC | 4.12K | Jun 30, 26 | -- | 0.01% |
| HRT FINANCIAL LP | 4.12K | Jun 30, 26 | -9.24K | 0.01% |
| GLENMEDE TRUST CO NA | 4.09K | Jun 30, 26 | -- | 0.01% |
| FIRST TRUST ADVISORS LP | 4.08K | Jun 30, 26 | -- | 0.01% |
| Gryphon Financial Partners LLC | 4.08K | Jun 30, 26 | -75 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 4.08K | Jun 30, 26 | -- | 0.01% |
| RIK SAYLOR FINANCIAL, INC. | 4.04K | Jun 30, 26 | -182 | 0.01% |
| Capital Wealth Alliance, LLC | 4.04K | Jun 30, 26 | -- | 0.01% |
| Daybright Advisory Services, Inc. | 3.97K | Jun 30, 26 | +533 | 0.01% |
| Bond & Devick Financial Network, Inc. | 3.96K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 3.94K | Jun 30, 26 | +2.80K | 0.01% |
| US BANCORP \DE\ | 3.92K | Jun 30, 26 | +24 | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 3.92K | Jun 30, 26 | +3.92K | 0.01% |
| Adviser Investments LLC | 3.90K | Jun 30, 26 | -- | 0.01% |
| Larson Financial Group LLC | 3.89K | Jun 30, 26 | +295 | 0.01% |
| Pensionmark Financial Group, LLC | 3.81K | Jun 30, 26 | -75 | 0.01% |
| Lighthouse Financial LLC | 3.79K | Jun 30, 26 | -110 | 0.01% |
| Retirement Planning Group | 3.79K | Jun 30, 26 | -1.66K | 0.01% |
| Cresset Asset Management, LLC | 3.78K | Jun 30, 26 | +1.23K | 0.01% |
| Apollon Financial, LLC | 3.75K | Jun 30, 26 | -- | 0.01% |
| Rollins Financial Advisors, LLC | 3.74K | Jun 30, 26 | -- | 0.01% |
| Unified Investment Management | 3.73K | Jun 30, 26 | -120 | 0.01% |
| TRITONPOINT WEALTH, LLC | 3.73K | Jun 30, 26 | -- | 0.01% |
| TritonPoint Partners, LLC | 3.73K | Jun 30, 26 | +3.73K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.72K | Jun 30, 26 | +2 | 0.01% |
| WESPAC Advisors, LLC | 3.63K | Jun 30, 26 | -1.04K | 0.01% |
| D.A. DAVIDSON & CO. | 3.60K | Jun 30, 26 | -910 | 0.01% |
| Savant Capital, LLC | 3.60K | Jun 30, 26 | +166 | 0.01% |
| SAGESPRING WEALTH PARTNERS, LLC | 3.60K | Jun 30, 26 | -7.24K | 0.01% |
| NorthRock Partners, LLC | 3.59K | Jun 30, 26 | +1 | 0.01% |
| Cascade Wealth Advisors, Inc | 3.54K | Jun 30, 26 | +7 | 0.01% |
| Concurrent Investment Advisors, LLC | 3.54K | Jun 30, 26 | +883 | 0.01% |
| Ironwood Financial, llc | 3.43K | Jun 30, 26 | -2.07K | 0.01% |
| Snowden Capital Advisors LLC | 3.43K | Jun 30, 26 | +115 | 0.01% |
| Jacobs Equity LLC | 3.39K | Jun 30, 26 | -29 | 0.01% |
| SOA Wealth Advisors, LLC. | 3.38K | Jun 30, 26 | -461 | 0.01% |
| Summit Trail Advisors, LLC | 3.38K | Jun 30, 26 | +247 | 0.01% |
| Financial Engines Advisors L.L.C. | 3.36K | Jun 30, 26 | +2 | 0.01% |
| Capital Investment Advisors, LLC | 3.36K | Jun 30, 26 | +119 | 0.01% |
| Focus Financial Network, Inc. | 3.35K | Jun 30, 26 | -33 | 0.01% |
| OPPENHEIMER & CO INC | 3.34K | Jun 30, 26 | +225 | 0.01% |
| DAGCO, INC. | 3.34K | Jun 30, 26 | +140 | 0.01% |
| Urban Wealth Management, LLC | 3.31K | Jun 30, 26 | -- | 0.01% |
| NewSquare Capital LLC | 3.30K | Jun 30, 26 | +3.30K | 0.01% |
| Carnegie Capital Asset Management, LLC | 3.30K | Jun 30, 26 | +175 | 0.01% |
| Integrated Wealth Concepts LLC | 3.27K | Jun 30, 26 | -12 | 0.01% |
| Buck Wealth Strategies, LLC | 3.27K | Jun 30, 26 | +3.27K | 0.01% |
| Atlas Brown,Inc. | 3.25K | Jun 30, 26 | +9 | 0.01% |
| HARMONY ASSET MANAGEMENT LLC | 3.24K | Jun 30, 26 | -7.53K | 0.01% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3.24K | Jun 30, 26 | -- | 0.01% |
| Dynamic Advisor Solutions LLC | 3.21K | Jun 30, 26 | +3.21K | 0.01% |
| JT Stratford LLC | 3.17K | Jun 30, 26 | +24 | 0.01% |
| FIRST MERCHANTS CORP | 3.17K | Jun 30, 26 | -- | 0.01% |
| Shared Vision Wealth Group LLC | 3.16K | Jun 30, 26 | -- | 0.01% |
| TrueWealth Advisors, LLC | 3.15K | Jun 30, 26 | -- | 0.01% |
| CAHABA WEALTH MANAGEMENT, INC. | 3.14K | Jun 30, 26 | +10 | 0.01% |
| Pathstone Holdings, LLC | 3.13K | Jun 30, 26 | +3.13K | 0.01% |
| Mandatum Life Insurance Co Ltd | 3.11K | Jun 30, 26 | -- | 0.01% |
| CATHY PARETO & ASSOCIATES, INC | 3.10K | Jun 30, 26 | -294 | 0.01% |
| Advisory Services Network, LLC | 3.09K | Jun 30, 26 | -1.11K | 0.01% |
| Stonebridge Financial Planning Group, LLC | 3.08K | Jun 30, 26 | -315 | 0.01% |
| One Capital Management, LLC | 3.08K | Jun 30, 26 | -- | 0.01% |
| Decker Wealth Management LLC | 3.08K | Jun 30, 26 | -- | 0.01% |
| HCR Wealth Advisors | 3.07K | Jun 30, 26 | -- | 0.01% |
| Sequoia Financial Advisors, LLC | 3.05K | Jun 30, 26 | +10 | 0.01% |
| Key Client Fiduciary Advisors, LLC | 3.03K | Jun 30, 26 | +9 | 0.01% |
| SMITH, MOORE & CO. | 3.01K | Jun 30, 26 | +44 | 0.01% |
| Regal Investment Advisors LLC | 2.94K | Jun 30, 26 | -- | 0.01% |
| BELLEVUE ASSET MANAGEMENT, LLC | 2.94K | Jun 30, 26 | +1 | 0.01% |
| TD Waterhouse Canada Inc. | 2.88K | Jun 30, 26 | -254 | 0.01% |
| MGO ONE SEVEN LLC | 2.87K | Jun 30, 26 | -233 | 0.01% |
| Investment Advisory Group, LLC | 2.82K | Jun 30, 26 | -- | 0.01% |
| Trilogy Capital Inc. | 2.81K | Jun 30, 26 | +690 | 0.01% |
| Banque Cantonale Vaudoise | 2.80K | Jun 30, 26 | +805 | 0.01% |
| WULFF, HANSEN & CO. | 2.77K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 2.77K | Jun 30, 26 | +2.77K | 0.01% |
| Dakota Wealth Management | 2.76K | Jun 30, 26 | -- | 0.01% |
| YHB Investment Advisors, Inc. | 2.75K | Jun 30, 26 | -- | 0.01% |
| Archer Investment Corp | 2.72K | Jun 30, 26 | -- | 0.01% |
| Invesco Ltd. | 2.71K | Jun 30, 26 | +2.71K | 0.01% |
| Farther Finance Advisors, LLC | 2.70K | Jun 30, 26 | -2.31K | 0.01% |
| Sowell Financial Services LLC | 2.69K | Jun 30, 26 | +4 | 0.01% |
| Wealthspire Advisors, LLC | 2.67K | Jun 30, 26 | +930 | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 2.63K | Jun 30, 26 | -130 | 0.01% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2.55K | Jun 30, 26 | -- | 0.01% |
| Rehmann Capital Advisory Group | 2.53K | Jun 30, 26 | -753 | 0.01% |
| High Net Worth Advisory Group LLC | 2.50K | Jun 30, 26 | -- | 0.01% |
| SeaCrest Wealth Management, LLC | 2.46K | Jun 30, 26 | +58 | 0.01% |
| Tudor Financial Inc. | 2.46K | Jun 30, 26 | -- | 0.01% |
| Financial Alternatives, Inc | 2.41K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.40K | Jun 30, 26 | +1.18K | 0.01% |
| EFG International AG | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| Prospera Financial Services Inc | 2.40K | Jun 30, 26 | -8.88K | 0.01% |
| Clearstead Advisors, LLC | 2.39K | Jun 30, 26 | -191 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.38K | Jun 30, 26 | -1.35K | 0.01% |
| Millstone Evans Group, LLC | 2.37K | Jun 30, 26 | -- | 0.01% |
| Modern Wealth Management, LLC | 2.29K | Jun 30, 26 | +1 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 2.28K | Jun 30, 26 | +14 | 0.01% |
| LVW Advisors, LLC | 2.26K | Jun 30, 26 | -163 | 0.01% |
| IPG Investment Advisors LLC | 2.26K | Jun 30, 26 | -- | 0.01% |
| CIBC Bancorp USA Inc. | 2.23K | Jun 30, 26 | +1 | 0.01% |
| ALLSTATE CORP | 2.23K | Jun 30, 26 | -3.77K | 0.01% |
| Forefront Wealth Partners, LLC | 2.21K | Jun 30, 26 | -610 | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 2.20K | Jun 30, 26 | -90 | 0.01% |
| Integras Partners LLC | 2.15K | Jun 30, 26 | +2.15K | 0.01% |
| GRANVILLE CAPITAL, INC. | 2.11K | Jun 30, 26 | -92 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.09K | Jun 30, 26 | -35.62K | 0.01% |
| KANE INVESTMENT MANAGEMENT, INC. | 2.06K | Jun 30, 26 | -116 | 0.01% |
| Darrow Company, Inc. | 2.05K | Jun 30, 26 | -- | 0.01% |
| Fiduciary Alliance LLC | 2.03K | Jun 30, 26 | +6 | 0.01% |
| Allworth Financial LP | 2.02K | Jun 30, 26 | +101 | 0.01% |
| Ruggiero Investments, Inc. | 2.00K | Jun 30, 26 | -- | 0.01% |
| Royal Capital Wealth Management, LLC | 2.00K | Jun 30, 26 | -- | 0.01% |
| Payne Capital Management, LLC | 2.00K | Jun 30, 26 | -- | 0.01% |
| Frank, Rimerman Advisors LLC | 1.99K | Jun 30, 26 | -- | 0.01% |
| Waverly Advisors, LLC | 1.98K | Jun 30, 26 | +1.98K | 0.01% |
| Qube Research & Technologies Ltd | 1.98K | Jun 30, 26 | +1.98K | 0.01% |
| Vision Capital Management, Inc. | 1.97K | Jun 30, 26 | -- | 0.01% |
| CHILTON INVESTMENT CO INC. | 1.97K | Jun 30, 26 | -10 | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 1.94K | Jun 30, 26 | +198 | 0.01% |
| PFG Advisors | 1.92K | Jun 30, 26 | -300 | 0.01% |
| Symphony Financial Services, Inc. | 1.91K | Jun 30, 26 | +201 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.91K | Jun 30, 26 | -- | 0.01% |
| Moors & Cabot, Inc. | 1.90K | Jun 30, 26 | +1.90K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 1.89K | Jun 30, 26 | -- | 0.01% |
| Mount Yale Investment Advisors, LLC | 1.89K | Jun 30, 26 | -- | 0.01% |
| MinichMacGregor Wealth Management, LLC | 1.89K | Jun 30, 26 | -740 | 0.01% |
| Intellectus Partners, LLC | 1.87K | Jun 30, 26 | -- | 0.01% |
| CITIZENS FINANCIAL GROUP INC/RI | 1.86K | Jun 30, 26 | -1.07K | 0.01% |
| FLOW TRADERS U.S. LLC | 1.84K | Jun 30, 26 | -28.70K | 0.01% |
| CoreCap Advisors, LLC | 1.83K | Jun 30, 26 | -351 | 0.01% |
| Sequent Planning LLC | 1.83K | Jun 30, 26 | -- | 0.01% |
| Advisory Alpha, LLC | 1.82K | Jun 30, 26 | -455 | 0.01% |
| GABLES CAPITAL MANAGEMENT INC. | 1.82K | Jun 30, 26 | +10 | 0.01% |
| BROWN ADVISORY INC | 1.82K | Jun 30, 26 | +1.82K | 0.01% |
| Clarendon Private LLC | 1.79K | Jun 30, 26 | -- | 0.01% |
| Perennial Investment Advisors, LLC | 1.77K | Jun 30, 26 | +1.77K | 0.01% |
| Zhang Financial LLC | 1.77K | Jun 30, 26 | -2.69K | 0.01% |
| FRANKLIN RESOURCES INC | 1.75K | Jun 30, 26 | +255 | 0.01% |
| Clear Creek Financial Management, LLC | 1.74K | Jun 30, 26 | -- | 0.01% |
| PW Nova Financial Services LLC | 1.71K | Jun 30, 26 | -- | 0.01% |
| Freestone Capital Holdings, LLC | 1.70K | Jun 30, 26 | -- | 0.01% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.70K | Jun 30, 26 | +1.70K | 0.01% |
| SIGNATUREFD, LLC | 1.69K | Jun 30, 26 | -- | 0.01% |
| Spire Wealth Management | 1.67K | Jun 30, 26 | -360 | 0.01% |
| PRUDENT INVESTORS NETWORK, INC. | 1.67K | Jun 30, 26 | +1.67K | 0.01% |
| Occidental Asset Management, LLC | 1.65K | Jun 30, 26 | +1.65K | 0.00% |
| Advance Capital Management, Inc. | 1.64K | Jun 30, 26 | +1.64K | 0.00% |
| Miracle Mile Advisors, LLC | 1.61K | Jun 30, 26 | +1.61K | 0.00% |
| Bensler, LLC | 1.61K | Jun 30, 26 | +1.61K | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Well Done, LLC | 1.59K | Jun 30, 26 | +1.59K | 0.00% |
| Western Wealth Management, LLC | 1.58K | Jun 30, 26 | -571 | 0.00% |
| Stronghold Wealth Management L.L.C. | 1.57K | Jun 30, 26 | +1.57K | 0.00% |
| AE Wealth Management LLC | 1.52K | Jun 30, 26 | -1.62K | 0.00% |
| NBC SECURITIES, INC. | 1.48K | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 1.37K | Jun 30, 26 | +1 | 0.00% |
| EP Wealth Advisors, LLC | 1.35K | Jun 30, 26 | +1.35K | 0.00% |
| Quest 10 Wealth Builders, Inc. | 1.29K | Jun 30, 26 | -12 | 0.00% |
| Ronald Blue Trust, Inc. | 1.18K | Jun 30, 26 | -63 | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 1.05K | Jun 30, 26 | -- | 0.00% |
| Westfuller Advisors, LLC | 1.02K | Jun 30, 26 | +3 | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.00K | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 991 | Jun 30, 26 | +991 | 0.00% |
| CENTAURUS FINANCIAL, INC. | 891 | Jun 30, 26 | -804 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 877 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 860 | Jun 30, 26 | -237 | 0.00% |
| IFP Advisors, Inc | 826 | Jun 30, 26 | -30 | 0.00% |
| Medallion Wealth Advisors, LLC | 825 | Jun 30, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 800 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 800 | Jun 30, 26 | -- | 0.00% |
| Atlantic Edge Private Wealth Management, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 729 | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 704 | Jun 30, 26 | +1 | 0.00% |
| Bare Financial Services, Inc | 688 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 684 | Jun 30, 26 | +103 | 0.00% |
| Aptus Capital Advisors, LLC | 671 | Jun 30, 26 | -- | 0.00% |
| Activest Wealth Management | 650 | Jun 30, 26 | -800 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 646 | Jun 30, 26 | +2 | 0.00% |
| Colonial Trust Advisors | 646 | Jun 30, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 641 | Jun 30, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 590 | Jun 30, 26 | +150 | 0.00% |
| AMERIFLEX GROUP, INC. | 577 | Jun 30, 26 | -- | 0.00% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 550 | Jun 30, 26 | -- | 0.00% |
| Minot DeBlois Advisors LLC | 534 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 527 | Jun 30, 26 | -- | 0.00% |
| Acumen Wealth Advisors, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 488 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 480 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 480 | Jun 30, 26 | +480 | 0.00% |
| Colonial Trust Co / SC | 435 | Jun 30, 26 | -- | 0.00% |
| VIMA LLC | 428 | Jun 30, 26 | +428 | 0.00% |
| Newbridge Financial Services Group, Inc. | 417 | Jun 30, 26 | -79 | 0.00% |
| Coastal Investment Advisors, Inc. | 406 | Jun 30, 26 | -- | 0.00% |
| SYNTAX RESEARCH, INC. | 404 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 404 | Jun 30, 26 | -9 | 0.00% |
| Vision Retirement, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 397 | Jun 30, 26 | -240 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 356 | Jun 30, 26 | -283 | 0.00% |
| North Star Investment Management Corp. | 329 | Jun 30, 26 | +1 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 327 | Jun 30, 26 | +164 | 0.00% |
| Evolution Advisers, Inc. | 319 | Jun 30, 26 | -- | 0.00% |
| Center for Financial Planning, Inc. | 310 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 306 | Jun 30, 26 | +288 | 0.00% |
| Financial Perspectives, Inc | 301 | Jun 30, 26 | -- | 0.00% |
| MTM Investment Management, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| WEST PACES ADVISORS INC. | 295 | Jun 30, 26 | -- | 0.00% |
| Miller Capital Partners, Inc. | 292 | Jun 30, 26 | -- | 0.00% |
| Davis Capital Management | 280 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 265 | Jun 30, 26 | +1 | 0.00% |
| MCF Advisors LLC | 265 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 262 | Jun 30, 26 | +262 | 0.00% |
| Murphy & Mullick Capital Management Corp | 250 | Jun 30, 26 | -- | 0.00% |
| Pacific Center for Financial Services | 236 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 230 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 216 | Jun 30, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 215 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 213 | Jun 30, 26 | -88 | 0.00% |
| WHITTIER TRUST CO | 210 | Jun 30, 26 | -- | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 206 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 201 | Jun 30, 26 | +201 | 0.00% |
| Private Wealth Asset Management, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| BankChampaign, National Association | 191 | Jun 30, 26 | -- | 0.00% |
| Delos Wealth Advisors, LLC | 182 | Jun 30, 26 | +182 | 0.00% |
| Caitlin John, LLC | 176 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 175 | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 171 | Jun 30, 26 | -14 | 0.00% |
| Abound Wealth Management | 170 | Jun 30, 26 | +82 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 162 | Jun 30, 26 | -476 | 0.00% |
| Piedmont Capital Management, LLC/NC | 160 | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 160 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 156 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 145 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 135 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 114 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 112 | Jun 30, 26 | -- | 0.00% |
| Creative Capital Management Investments LLC | 109 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 108 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 102 | Jun 30, 26 | +1 | 0.00% |
| Addison Advisors LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Timbuktu Capital Management, LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 94 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 94 | Jun 30, 26 | -- | 0.00% |
| Founders Capital Management | 87 | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 78 | Jun 30, 26 | +78 | 0.00% |
| Atomic Invest LLC | 63 | Jun 30, 26 | +1 | 0.00% |
| Fourth Dimension Wealth, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 49 | Jun 30, 26 | +49 | 0.00% |
| Russell Investments Group, Ltd. | 48 | Jun 30, 26 | -108 | 0.00% |
| Concord Wealth Partners | 46 | Jun 30, 26 | +46 | 0.00% |
| Parkside Financial Bank & Trust | 45 | Jun 30, 26 | -- | 0.00% |
| Pflug Koory, LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| ORG Wealth Partners, LLC | 38 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 30 | Jun 30, 26 | -20 | 0.00% |
| Avion Wealth | 23 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 19 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 14 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 8 | Jun 30, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 6 | Jun 30, 26 | +6 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| Bear Mountain Capital, Inc. | -- | Jun 30, 26 | -1.20K | -- |
| waypoint wealth counsel | -- | Jun 30, 26 | -2.23K | -- |
| HSBC HOLDINGS PLC | -- | Jun 30, 26 | -13.22K | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -40 | -- |
| Clark Wealth Partners | -- | Jun 30, 26 | -127 | -- |
| Nikulski Financial, Inc. | -- | Jun 30, 26 | -10.99K | -- |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -1.03K | -- |
| GKV Capital Management Co., Inc. | -- | Jun 30, 26 | -206 | -- |
| Centerline Wealth Advisors, LLC | -- | Jun 30, 26 | -1.86K | -- |
| REDSTONE WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -2.04K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -56.59K | -- |
| Cyndeo Wealth Partners, LLC | -- | Jun 30, 26 | -4.75K | -- |
| Point72 Asset Management, L.P. | -- | Jun 30, 26 | -2.91K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -10.58K | -- |
| Apollon Wealth Management, LLC | -- | Jun 30, 26 | -2.60K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -3.13K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -5.70K | -- |
| Valeo Financial Advisors, LLC | -- | Jun 30, 26 | -1.83K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -2.71K | -- |
| CARRET ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -1.98K | -- |
| PRINCIPAL FINANCIAL GROUP INC | -- | Jun 30, 26 | -67.59K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -563 | -- |
| Quadrant Private Wealth Management, LLC | -- | Jun 30, 26 | -10.98K | -- |
| First Heartland Consultants, Inc. | -- | Jun 30, 26 | -31.14K | -- |
| Wealthstar Advisors, LLC | -- | Jun 30, 26 | -14.93K | -- |
| Gallagher Capital Advisors, LLC | -- | Jun 30, 26 | -6.32K | -- |
| Terra Nova Asset Management LLC | -- | Jun 30, 26 | -2.44K | -- |
| Kesler, Norman & Wride, LLC | -- | Jun 30, 26 | -3.92K | -- |
| SITTNER & NELSON, LLC | -- | Jun 30, 26 | -81 | -- |
| Capstone Triton Financial Group, LLC | -- | Jun 30, 26 | -1.83K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Jun 30, 26 | -2.86K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -879 | -- |
| Capital Advisor Network LLC | -- | Jun 30, 26 | -99 | -- |
| Virtue Capital Management, LLC | -- | Jun 30, 26 | -15.04K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -609 | -- |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -21 | -- |
| Phillip James Consulting Co. | -- | Jun 30, 26 | -7.68K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -24.13K | -- |
| EVOLUTION WEALTH MANAGEMENT INC. | -- | Jun 30, 26 | -124 | -- |
| Outlook Wealth Advisors, LLC | -- | Jun 30, 26 | -10.70K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -1.02K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -345 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -5.77K | -- |
| Legacy Wealth Partners, LLC | -- | Jun 30, 26 | -1.85K | -- |
| WP Advisors, LLC | -- | Jun 30, 26 | -1.94K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -102 | -- |
| ADAPT WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -2.15K | -- |
| GAMCO INVESTORS, INC. ET AL | -- | Jun 30, 26 | -3.70K | -- |
| U.S. Capital Wealth Advisors, LLC | 10.38K | Mar 31, 26 | +4.45K | 0.03% |
| Sunbelt Securities, Inc. | 6.48K | Mar 31, 26 | +81 | 0.02% |
| CWM, LLC | 6.14K | Mar 31, 26 | -239 | 0.02% |
| Vivaldi Capital Management LP | 3.16K | Mar 31, 26 | -1.09K | 0.01% |
| Jaffetilchin Investment Partners, LLC | 3.12K | Mar 31, 26 | -- | 0.01% |
| Charter Oak Capital Management, LLC | 3.05K | Mar 31, 26 | +11 | 0.01% |
| Reflection Asset Management | -- | Mar 31, 26 | -791 | -- |
| COMERICA BANK | 6.43K | Dec 31, 25 | +158 | 0.02% |
| FineMark National Bank & Trust | 4.93K | Dec 31, 25 | -- | 0.01% |
| CIBC Private Wealth Group, LLC | 2.33K | Dec 31, 25 | +8 | 0.01% |
| Litman Gregory Wealth Management LLC | 502 | Dec 31, 25 | +502 | 0.00% |
| Ransom Advisory, Ltd | 200 | Dec 31, 25 | +200 | 0.00% |
| Yeomans Consulting Group, Inc. | -- | Dec 31, 25 | -9.69K | -- |
| New Millennium Group LLC | -- | Dec 31, 25 | -21 | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -438 | -- |
| SPC Financial, Inc. | 151.69K | Sep 30, 25 | -968 | 0.46% |
| Moloney Securities Asset Management, LLC | 73.45K | Sep 30, 25 | +69.38K | 0.22% |
| SYNOVUS FINANCIAL CORP | 36.48K | Sep 30, 25 | +343 | 0.11% |
| EWG Elevate Inc. | 16.56K | Sep 30, 25 | +490 | 0.05% |
| Cubist Systematic Strategies, LLC | 14.03K | Sep 30, 25 | +9.70K | 0.04% |
| Watts Gwilliam & Co., LLC | 5.15K | Sep 30, 25 | +2 | 0.02% |
| Glenmede Investment Management, LP | 4.09K | Sep 30, 25 | -- | 0.01% |
| Accredited Wealth Management, LLC | 102 | Sep 30, 25 | -163 | 0.00% |
| WOLVERINE TRADING, LLC | -- | Sep 30, 25 | -6.18K | -- |
| Congress Wealth Management LLC / DE / | 15.06K | Jun 30, 25 | +41 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 6.08K | Jun 30, 25 | -151 | 0.02% |
| Tyler-Stone Wealth Management | 5.08K | Jun 30, 25 | +9 | 0.02% |
| Graypoint LLC | 2.66K | Jun 30, 25 | -- | 0.01% |
| First Horizon Advisors, Inc. | 1.23K | Jun 30, 25 | -- | 0.00% |
| Christopher J. Hasenberg, Inc | 1.18K | Jun 30, 25 | -- | 0.00% |
| Transform Wealth, LLC | 26.48K | Mar 31, 25 | +26.48K | 0.08% |
| Callan Capital, LLC | 15.63K | Mar 31, 25 | -197 | 0.05% |
| Delta Financial Group, Inc. | 5.66K | Mar 31, 25 | +270 | 0.02% |
| NAPATREE CAPITAL LLC | 5.31K | Mar 31, 25 | +972 | 0.02% |
| Keeley-Teton Advisors, LLC | 4.99K | Mar 31, 25 | -1.48K | 0.02% |
| Sandy Spring Bank | 1.09K | Mar 31, 25 | -- | 0.00% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -12.02K | -- |
| CRITERION CAPITAL ADVISORS, LLC | 567 | Dec 31, 24 | -- | 0.00% |
| Sugarloaf Wealth Management, LLC | 380 | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | 228 | Dec 31, 24 | -90 | 0.00% |
| AlphaMark Advisors, LLC | 200 | Dec 31, 24 | -- | 0.00% |
| Kiely Wealth Advisory Group, Inc. | 120 | Dec 31, 24 | -- | 0.00% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -5.35K | -- |
| RAYMOND JAMES & ASSOCIATES | 100.47K | Sep 30, 24 | +3.40K | 0.31% |
| ETFIDEA, LLC | 89.95K | Sep 30, 24 | +620 | 0.27% |
| Raymond James Financial Services Advisors, Inc. | 68.09K | Sep 30, 24 | -6.48K | 0.21% |
| PRIO WEALTH LIMITED PARTNERSHIP | 4.11K | Sep 30, 24 | -- | 0.01% |
| SpiderRock Advisors, LLC | 3.99K | Sep 30, 24 | +688 | 0.01% |
| RAYMOND JAMES TRUST N.A. | 3.12K | Sep 30, 24 | -450 | 0.01% |
| TNF LLC | 1.89K | Sep 30, 24 | +1.89K | 0.01% |
| Family Asset Management, LLC | 832 | Sep 30, 24 | -- | 0.00% |
| Aspire Wealth Management Corp | 260 | Sep 30, 24 | -- | 0.00% |
| FinTrust Capital Advisors, LLC | 115 | Sep 30, 24 | +1 | 0.00% |
| First Personal Financial Services | 60 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 3.98K | Jun 30, 24 | -- | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 280 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 25 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 107.22K | Mar 31, 24 | -4.17K | 0.33% |
| Cetera Advisors LLC | 15.76K | Mar 31, 24 | +10.53K | 0.05% |
| EUDAIMONIA ADVISORS LLC | 5.26K | Mar 31, 24 | +179 | 0.02% |
| Retirement Group, LLC | 32 | Mar 31, 24 | -- | 0.00% |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -82.13K | -- |
| Rollins Financial | 4.58K | Dec 31, 23 | -1.39K | 0.01% |
| Vahanian & Associates Financial Planning Inc. | 3.58K | Dec 31, 23 | -2.15K | 0.01% |
| FOCUS FINANCIAL NETWORK INC /ADV | 3.38K | Dec 31, 23 | +3.38K | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 8.20K | Sep 30, 23 | -5.43K | 0.02% |
| ROPES WEALTH ADVISORS LLC | 3.90K | Sep 30, 23 | -- | 0.01% |
| Intercontinental Wealth Advisors, LLC | 3.60K | Jun 30, 23 | -- | 0.01% |
| BDO Wealth Advisors, LLC | 947 | Jun 30, 23 | -- | 0.00% |
| Lumature Wealth Partners, LLC | 760 | Jun 30, 23 | -- | 0.00% |
| Kalos Management, Inc. | 427 | Jun 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 19 | Jun 30, 23 | -- | 0.00% |
| Veritable, L.P. | -- | Jun 30, 23 | -2.86K | -- |
| ASSET MANAGEMENT CORP /IL/ /ADV | 12.53K | Mar 31, 23 | -695 | 0.04% |
| Parsec Financial Management, Inc. | 5.05K | Mar 31, 23 | -- | 0.02% |
| Sargent Bickham Lagudis LLC | 1.49K | Dec 31, 22 | -- | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 650 | Dec 31, 22 | -- | 0.00% |
| ACG Wealth | 14.84K | Sep 30, 22 | -- | 0.05% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12.07K | Sep 30, 22 | -720 | 0.04% |
| American Portfolios Advisors | 6.63K | Sep 30, 22 | +93 | 0.02% |
| CPWM, LLC | 3.60K | Sep 30, 22 | -3.62K | 0.01% |
| Round Table Services, LLC | 3.35K | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 806 | Sep 30, 22 | -- | 0.00% |
| MUFG Americas Holdings Corp | 238 | Sep 30, 22 | -- | 0.00% |
| 55I, LLC | -- | Sep 30, 22 | -3.41K | -- |
| MURPHY CAPITAL MANAGEMENT INC | 21.05K | Jun 30, 22 | -20 | 0.06% |
| Pinnacle Private Wealth, LLC | 6.04K | Jun 30, 22 | +39 | 0.02% |
| B. Riley Wealth Management, Inc. | 2.99K | Jun 30, 22 | +2.99K | 0.01% |
| BREWIN DOLPHIN LTD | -- | Jun 30, 22 | -3.95K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4.78K | Mar 31, 22 | +4.78K | 0.01% |
| Barrett Asset Management, LLC | -- | Mar 31, 22 | -320 | -- |
| Altavista Wealth Management, Inc. | 2.91K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | 1.33K | Dec 31, 21 | +153 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 1.00K | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -3.63K | -- |
| Ameritas Investment Company, LLC | 14.75K | Sep 30, 21 | +4.02K | 0.04% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4.54K | Sep 30, 21 | -80 | 0.01% |
| Filbrandt Wealth Management, LLC | 898 | Sep 30, 21 | -- | 0.00% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2.72K | Jun 30, 21 | -- | 0.01% |
| TCF National Bank | 4.39K | Mar 31, 21 | -10 | 0.01% |
| Winslow, Evans & Crocker, Inc. | 1.17K | Dec 31, 20 | +1.17K | 0.00% |
| First Allied Advisory Services, Inc. | 5.15K | Sep 30, 20 | -7.64K | 0.02% |
| Stearns Financial Services Group | 301 | Sep 30, 20 | +301 | 0.00% |
| LifePlan Financial Group, Inc | 241 | Sep 30, 20 | -- | 0.00% |
| QUANTUM CAPITAL MANAGEMENT | 200 | Sep 30, 20 | -- | 0.00% |
| Watson Rebecca | -- | Sep 30, 20 | -35 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 28.50K | Dec 31, 19 | -1.22K | 0.09% |
| Advisor Group, Inc. | 27.50K | Dec 31, 19 | -11.24K | 0.08% |
| Chapwood Capital Investment Management, LLC | 23.67K | Dec 31, 19 | +23.67K | 0.07% |
| Sequoia Wealth Management, LLC | 2.13K | Dec 31, 19 | -1.09K | 0.01% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 1.51K | Dec 31, 19 | +1.51K | 0.00% |
| BB&T SECURITIES, LLC | 26.66K | Sep 30, 19 | -146 | 0.08% |
| MRA Associates USA LLC | 474 | Sep 30, 19 | +474 | 0.00% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | Sep 30, 19 | -- | 0.00% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -1.64K | -- |
| MONROE BANK & TRUST/MI | 2.57K | Jun 30, 19 | -20 | 0.01% |
| CHEMICAL BANK | 2.55K | Jun 30, 19 | +170 | 0.01% |
| Steinberg Global Asset Management | 15.71K | Mar 31, 19 | -516 | 0.05% |
| NEXT Financial Holdings | 275 | Mar 31, 19 | +275 | 0.00% |
| Peachtree Investment Advisors, Inc. | 27.15K | Dec 31, 18 | +3.19K | 0.08% |
| COMERICA SECURITIES INC | 7.18K | Dec 31, 18 | -4.12K | 0.02% |
| BREMER TRUST NATIONAL ASSOCIATION | 1.86K | Dec 31, 18 | -- | 0.01% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1.96K | Sep 30, 18 | +1.96K | 0.01% |
| Vantage Investment Advisors, LLC | 95 | Sep 30, 18 | -- | 0.00% |
| Ken Stern & Associates, Inc. | -- | Sep 30, 18 | -59.83K | -- |
| Edge Advisors, LLC | -- | Jun 30, 18 | -101 | -- |
| BB&T INVESTMENT SERVICES, INC. | 14.83K | Dec 31, 17 | +228 | 0.05% |
| IFC Holdings Incorporated/FL | 4.98K | Dec 31, 17 | -1.87K | 0.02% |
| AURORA FINANCIAL ADVISORS, LLC | 3.10K | Dec 31, 17 | +3.10K | 0.01% |
| Blue Granite Capital, LLC | 150 | Dec 31, 17 | -- | 0.00% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -4.43K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -4.42K | -- |
| Spruce Investment Advisors LLC | -- | Dec 31, 17 | -97 | -- |
| Thai Life Insurance PCL. | 115.90K | Sep 30, 17 | -- | 0.35% |
| Commonwealth Equity Services, Inc | 147.27K | Jun 30, 17 | -5.12K | 0.45% |
| WFG Advisors, LP | 69 | Jun 30, 17 | +43 | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -5.07K | -- |
| ABERDEEN ASSET MANAGEMENT PLC/UK | -- | Jun 30, 17 | -6.00K | -- |
| LBA Wealth Management, LLC | 915 | Mar 31, 17 | -- | 0.00% |
| BLACKROCK ADVISORS LLC | 704.15K | Dec 31, 16 | -2.39K | 2.14% |
| BlackRock Investment Management, LLC | 199.79K | Dec 31, 16 | -11.41K | 0.61% |
| MSI Financial Services Inc | 27.00K | Dec 31, 16 | +12.74K | 0.08% |
| KEELEY ASSET MANAGEMENT CORP | 6.84K | Dec 31, 16 | -58 | 0.02% |
| KANALY TRUST CO | 1.01K | Dec 31, 16 | +1.01K | 0.00% |
| EDMOND DE ROTHSCHILD (MONACO) | 5.06K | Sep 30, 16 | +5.06K | 0.02% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1.69K | Sep 30, 16 | +1.69K | 0.01% |
| Edmond de Rothschild (Europe) | 319 | Sep 30, 16 | -- | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | -- | Sep 30, 16 | -80 | -- |
| SOCIETE GENERALE | 35.91K | Jun 30, 16 | +35.91K | 0.11% |
| Hoxton Financial, Inc. | 111 | Mar 31, 16 | -- | 0.00% |
| Gupta Wealth Management LLC | 54 | Mar 31, 16 | -- | 0.00% |
| CITY NATIONAL BANK | 5.58K | Sep 30, 15 | +2.99K | 0.02% |
| J.P. Turner & Co Capital Mnagement, LLC | 2.46K | Sep 30, 15 | +2.46K | 0.01% |
| Aris Wealth Services, Inc. | -- | Sep 30, 15 | -332 | -- |
| F-Squared Investment Management, LLC | 522.57K | Jun 30, 15 | +522.57K | 1.59% |
| FolioMetrix LLC | 53.51K | Jun 30, 15 | +12.21K | 0.16% |
| MANAGED ACCOUNT ADVISORS LLC | 1.42K | Jun 30, 15 | +281 | 0.00% |
| Placemark Investments, Inc. | 461.39K | Dec 31, 14 | +439.56K | 1.40% |
| NEW ENGLAND SECURITIES CORP /MA/ | 934 | Dec 31, 14 | -12.46K | 0.00% |
| UBS AG | 133.07K | Sep 30, 14 | -4.72K | 0.40% |
| Cobble Hill Financial Services, INC | 5.00K | Sep 30, 14 | -2.00K | 0.02% |
| STIFEL NICOLAUS & CO INC \MO\ | 15.81K | Sep 30, 13 | +9.03K | 0.05% |
| Signator Financial Services, Inc. | 130 | Sep 30, 13 | -- | 0.00% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -430.74K | -- |
| First Allied Securities, Inc. | 4.79K | Jun 30, 12 | +330 | 0.01% |
| NOLLENBERGER CAPITAL PARTNERS INC | 596 | Dec 31, 10 | -- | 0.00% |
| RBC Private Counsel (USA) Inc. | 205 | Sep 30, 09 | +205 | 0.00% |
| RBC cees Trustee LTD | -- | Sep 30, 09 | -21.29K | -- |
| RBC Dominion Securities Inc. | 22.77K | Dec 31, 08 | +21.83K | 0.07% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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