IYF

Institutional Ownership

Top 683 Institutional Holders
HolderSharesDateChange% Held
First Citizens Financial Corp54.09KSep 30, 26-2060.16%
CX Institutional20.25KSep 30, 26+980.06%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3.01KSep 30, 26+4560.01%
Bank of New Hampshire259Sep 30, 26+2590.00%
Investors Research Corp50Sep 30, 26+250.00%
DOLIVER ADVISORS, LP--Sep 30, 26-2.26K--
Fisher Asset Management, LLC1.68MJun 30, 26-42.02K5.09%
MORGAN STANLEY1.60MJun 30, 26+56.54K4.85%
Phoenix Holdings Ltd.1.20MJun 30, 26--3.64%
BANK OF AMERICA CORP /DE/1.18MJun 30, 26-368.05K3.58%
PGIM Custom Harvest LLC1.07MJun 30, 26+2.79K3.26%
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.02MJun 30, 26+1.02M3.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO750.60KJun 30, 26+39.95K2.28%
FIL Ltd708.17KJun 30, 26+708.17K2.15%
GOLDMAN SACHS GROUP INC640.31KJun 30, 26-5.13K1.95%
LPL Financial LLC507.19KJun 30, 26-53.24K1.54%
WELLS FARGO & COMPANY/MN411.19KJun 30, 26-14.31K1.25%
UBS Group AG383.37KJun 30, 26-24.05K1.17%
RAYMOND JAMES FINANCIAL INC311.75KJun 30, 26-3.02K0.95%
ROYAL BANK OF CANADA278.07KJun 30, 26-19.70K0.85%
FMR LLC275.95KJun 30, 26-7.26K0.84%
TWO SIGMA INVESTMENTS, LP224.00KJun 30, 26-335.00K0.68%
Magnus Financial Group LLC211.97KJun 30, 26+5.34K0.64%
COMMONWEALTH EQUITY SERVICES, LLC196.17KJun 30, 26-3.31K0.60%
Kestra Advisory Services, LLC184.35KJun 30, 26-7.36K0.56%
SCOTIA CAPITAL INC.171.94KJun 30, 26+3.50K0.52%
THRIVENT FINANCIAL FOR LUTHERANS156.04KJun 30, 26+4.49K0.47%
Cetera Investment Advisers144.14KJun 30, 26-1.12K0.44%
Steward Partners Investment Advisory, LLC129.46KJun 30, 26-194.58K0.39%
JPMORGAN CHASE & CO119.87KJun 30, 26-15.75K0.36%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main119.63KJun 30, 26+119.63K0.36%
JONES FINANCIAL COMPANIES LLLP115.96KJun 30, 26+12.49K0.35%
Sanctuary Advisors, LLC115.19KJun 30, 26+5.14K0.35%
PATTEN & PATTEN INC/TN114.83KJun 30, 26-2.11K0.35%
XML Financial, LLC113.77KJun 30, 26+420.35%
ADVISOR GROUP HOLDINGS, INC.111.27KJun 30, 26+7.17K0.34%
ENVESTNET ASSET MANAGEMENT INC109.31KJun 30, 26-5.11K0.33%
Zurich Insurance Group Ltd/FI84.73KJun 30, 26+34.48K0.26%
Prasad Wealth Partners, LLC80.85KJun 30, 26+12.62K0.25%
BANK OF MONTREAL /CAN/75.86KJun 30, 26+21.56K0.23%
AMERIPRISE FINANCIAL INC75.11KJun 30, 26-62.67K0.23%
UNITED CAPITAL FINANCIAL ADVISERS, LLC73.11KJun 30, 26-1.32K0.22%
Cambridge Investment Research Advisors, Inc.69.63KJun 30, 26-22.84K0.21%
CAPTRUST FINANCIAL ADVISORS63.05KJun 30, 26+49.36K0.19%
STIFEL FINANCIAL CORP55.48KJun 30, 26-27.89K0.17%
WASHINGTON TRUST Co52.49KJun 30, 26-2.09K0.16%
Stillwater Capital Advisors, LLC49.58KJun 30, 26-4820.15%
Janney Montgomery Scott LLC46.77KJun 30, 26-2870.14%
Valor Advisors LLC42.30KJun 30, 26--0.13%
Gerber Kawasaki Wealth & Investment Management41.96KJun 30, 26+4.00K0.13%
CITIGROUP INC39.97KJun 30, 26+1.57K0.12%
ADVISORTRUST PARTNERS, LLC38.80KJun 30, 26+38.49K0.12%
Finley Financial, LLC38.37KJun 30, 26-2.06K0.12%
Eagle Strategies LLC37.27KJun 30, 26+1.26K0.11%
HC Advisors, LLC37.12KJun 30, 26+5780.11%
Pinnacle Financial Partners, Inc.35.50KJun 30, 26-350.11%
Ethos Financial Group, LLC34.35KJun 30, 26-1.01K0.10%
HighTower Advisors, LLC33.21KJun 30, 26+1.41K0.10%
PETTYJOHN, WOOD & WHITE, INC33.12KJun 30, 26-650.10%
Rockefeller Capital Management L.P.31.60KJun 30, 26+5120.10%
Safe Harbor Fiduciary, LLC28.53KJun 30, 26+8520.09%
Equitable Holdings, Inc.26.54KJun 30, 26-8.33K0.08%
Private Advisor Group, LLC25.34KJun 30, 26-31.45K0.08%
Somerset Group LLC25.32KJun 30, 26+860.08%
KKM Financial LLC25.28KJun 30, 26-6.88K0.08%
Colony Family Offices, LLC24.98KJun 30, 26--0.08%
Nvest Financial, LLC24.98KJun 30, 26+1.95K0.08%
Smartleaf Asset Management LLC24.25KJun 30, 26--0.07%
Geneos Wealth Management Inc.24.09KJun 30, 26+1030.07%
PNC FINANCIAL SERVICES GROUP, INC.23.57KJun 30, 26-1110.07%
Mutual Advisors, LLC23.48KJun 30, 26+7.34K0.07%
SYON CAPITAL LLC23.26KJun 30, 26-9.36K0.07%
WealthCare Investment Partners, LLC21.48KJun 30, 26-7060.07%
AlphaCore Capital LLC21.43KJun 30, 26-5.16K0.07%
Atria Investments, Inc20.71KJun 30, 26-8970.06%
Kovack Advisors, Inc.20.28KJun 30, 26-9060.06%
Financial Freedom, LLC20.06KJun 30, 26+3.46K0.06%
MML INVESTORS SERVICES, LLC19.36KJun 30, 26+4.20K0.06%
Merit Financial Group, LLC18.31KJun 30, 26-5550.06%
Creative Planning18.14KJun 30, 26-2.67K0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18.10KJun 30, 26-3180.06%
KENNICOTT CAPITAL MANAGEMENT LLC17.87KJun 30, 26+1.44K0.05%
Bank of New York Mellon Corp17.68KJun 30, 26-1.82K0.05%
J.W. COLE ADVISORS, INC.17.55KJun 30, 26+17.55K0.05%
HUNTINGTON NATIONAL BANK17.54KJun 30, 26-5190.05%
FOUNDERS FINANCIAL SECURITIES LLC16.57KJun 30, 26-140.05%
Resources Investment Advisors, LLC.16.56KJun 30, 26-2.13K0.05%
DAVENPORT & Co LLC16.39KJun 30, 26-30.05%
Castle Rock Wealth Management, LLC16.15KJun 30, 26+2.78K0.05%
OpenArc Corporate Advisory, LLC16.09KJun 30, 26-62.32K0.05%
Allen Investment Management LLC15.84KJun 30, 26--0.05%
Koshinski Asset Management, Inc.15.55KJun 30, 26-1630.05%
AFT, FORSYTH & COMPANY, INC.15.39KJun 30, 26-9490.05%
Gotham Asset Management, LLC15.02KJun 30, 26--0.05%
TRUIST FINANCIAL CORP15.00KJun 30, 26-3.98K0.05%
MMBG INVESTMENT ADVISORS CO.14.50KJun 30, 26--0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14.16KJun 30, 26+3.44K0.04%
Essex LLC13.77KJun 30, 26-3330.04%
COMMERCE BANK13.68KJun 30, 26-1250.04%
HBW Advisory Services LLC13.56KJun 30, 26+7640.04%
MERCER GLOBAL ADVISORS INC /ADV13.06KJun 30, 26+3.27K0.04%
NewEdge Advisors, LLC13.04KJun 30, 26+1.16K0.04%
BLAIR WILLIAM & CO/IL13.00KJun 30, 26+70.04%
Gerald Baker Financial Group LLC12.87KJun 30, 26-4140.04%
CI Private Wealth, LLC12.86KJun 30, 26-3.08K0.04%
MAI Capital Management11.74KJun 30, 26+3230.04%
Strategic Investment Solutions, Inc. /IL11.58KJun 30, 26+6.69K0.04%
Navis Wealth Advisors, LLC11.52KJun 30, 26+340.04%
KCM INVESTMENT ADVISORS LLC11.23KJun 30, 26-6610.03%
SRS Capital Advisors, Inc.11.16KJun 30, 26+10.62K0.03%
Beacon Pointe Advisors, LLC11.03KJun 30, 26-3220.03%
Cascade Financial Partners, LLC10.98KJun 30, 26--0.03%
Ameritas Advisory Services, LLC10.81KJun 30, 26+1.88K0.03%
Quantinno Capital Management LP10.66KJun 30, 26-1.99K0.03%
NORTHERN TRUST CORP10.46KJun 30, 26-1.23K0.03%
Sigma Planning Corp10.46KJun 30, 26-540.03%
PEAPACK GLADSTONE FINANCIAL CORP10.31KJun 30, 26-1.63K0.03%
Madison Park Capital Advisors, LLC10.00KJun 30, 26+10.00K0.03%
COTTONWOOD CAPITAL ADVISORS, LLC9.86KJun 30, 26+4.05K0.03%
One Charles Private Wealth Services, LLC9.86KJun 30, 26-2650.03%
Nova Wealth Management, Inc.9.83KJun 30, 26-1.49K0.03%
Federation des caisses Desjardins du Quebec9.79KJun 30, 26-1130.03%
Baird Financial Group, Inc.9.66KJun 30, 26+7920.03%
PARK AVENUE SECURITIES LLC9.65KJun 30, 26+1.33K0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC9.59KJun 30, 26-5410.03%
CIBC WORLD MARKET INC.9.49KJun 30, 26+1.52K0.03%
CITADEL ADVISORS LLC9.48KJun 30, 26+9.48K0.03%
STEPHENS INC /AR/9.32KJun 30, 26-1620.03%
Matthew Goff Investment Advisor, LLC9.23KJun 30, 26--0.03%
Wealth Management Partners, LLC9.21KJun 30, 26+450.03%
Cerity Partners LLC9.02KJun 30, 26+1460.03%
Arkadios Wealth Advisors8.95KJun 30, 26-5710.03%
MAGNOLIA CAPITAL MANAGEMENT LTD8.85KJun 30, 26--0.03%
Acropolis Investment Management, LLC8.77KJun 30, 26--0.03%
LIBERTY WEALTH MANAGEMENT LLC8.63KJun 30, 26--0.03%
Tidemark, LLC8.50KJun 30, 26+3000.03%
Prostatis Group LLC8.46KJun 30, 26-3.03K0.03%
INSIGNEO ADVISORY SERVICES, LLC8.12KJun 30, 26+1.16K0.02%
Tepp RIA, LLC8.12KJun 30, 26-1.17K0.02%
Joel Isaacson & Co., LLC7.92KJun 30, 26-550.02%
WILEY BROS.-AINTREE CAPITAL, LLC7.72KJun 30, 26-20.02%
FIFTH THIRD BANCORP7.72KJun 30, 26-1.14K0.02%
HF Advisory Group, LLC7.66KJun 30, 26+3920.02%
Fundamentum, LLC7.61KJun 30, 26+7930.02%
Game Plan Financial Advisors, LLC7.61KJun 30, 26+850.02%
Wealth Management Associates, Inc.7.53KJun 30, 26+1440.02%
HARBOUR INVESTMENTS, INC.7.48KJun 30, 26-2000.02%
FORTE ASSET MANAGEMENT LLC7.45KJun 30, 26+2.26K0.02%
Ancora Advisors, LLC7.20KJun 30, 26+80.02%
Genesee Capital Advisors, LLC7.18KJun 30, 26-1.47K0.02%
Mariner, LLC7.13KJun 30, 26-22.57K0.02%
Csenge Advisory Group7.12KJun 30, 26+6270.02%
Haverford Trust Co7.04KJun 30, 26--0.02%
Chicago Partners Investment Group LLC7.00KJun 30, 26+210.02%
HFG Advisors, Inc.6.98KJun 30, 26--0.02%
LPWM LLC6.79KJun 30, 26--0.02%
Valmark Advisers, Inc.6.67KJun 30, 26+10.02%
FIRST CITIZENS BANK & TRUST CO6.47KJun 30, 26+420.02%
Redwood Financial Network Corp6.31KJun 30, 26+9290.02%
May Barnhard Investments LLC6.22KJun 30, 26+10.02%
CREATIVE FINANCIAL DESIGNS INC /ADV6.21KJun 30, 26+6.10K0.02%
GARRISON POINT ADVISORS, LLC6.20KJun 30, 26-1740.02%
NATIONAL BANK OF CANADA /FI/6.18KJun 30, 26-2.00K0.02%
Oak Barrel Wealth Advisory LLC6.15KJun 30, 26+6.15K0.02%
WHITENER CAPITAL MANAGEMENT, INC.6.14KJun 30, 26+2110.02%
Empirical Asset Management, LLC6.11KJun 30, 26-8920.02%
Stratos Wealth Partners, LTD.6.05KJun 30, 26+1.16K0.02%
Prime Capital Investment Advisors, LLC6.02KJun 30, 26-2.11K0.02%
Robertson Stephens Wealth Management, LLC5.80KJun 30, 26+30.02%
CreativeOne Wealth, LLC5.71KJun 30, 26+3150.02%
Asset One Wealth Management LLC5.68KJun 30, 26-2670.02%
Meridian Wealth Management, LLC5.59KJun 30, 26+40.02%
SOUTHERN CAPITAL ADVISORS, LLC5.58KJun 30, 26+680.02%
IHT Wealth Management, LLC5.55KJun 30, 26-3680.02%
INDEPENDENT FINANCIAL GROUP, LLC5.51KJun 30, 26-1960.02%
Chesapeake Wealth Management5.50KJun 30, 26-2.62K0.02%
Modera Wealth Management, LLC5.46KJun 30, 26+3040.02%
Americana Partners, LLC5.46KJun 30, 26+1.80K0.02%
Gladstone Institutional Advisory LLC5.41KJun 30, 26-2810.02%
Bigelow Investment Advisors, LLC5.38KJun 30, 26-750.02%
CENTRAL VALLEY ADVISORS, LLC5.27KJun 30, 26+10.02%
Wealthcare Advisory Partners LLC5.20KJun 30, 26--0.02%
GDS Wealth Management5.19KJun 30, 26+3080.02%
Sargent Investment Group, LLC5.13KJun 30, 26--0.02%
Connecticut Wealth Management, LLC5.04KJun 30, 26-2060.02%
Visionary Wealth Advisors5.03KJun 30, 26--0.02%
Samara Investment Management, LLC5.01KJun 30, 26+4730.02%
BlackRock, Inc.5.00KJun 30, 26+1.80K0.02%
LAUREL OAK WEALTH MANAGEMENT, LLC5.00KJun 30, 26-8650.02%
KINGSWOOD WEALTH ADVISORS, LLC4.96KJun 30, 26-6260.02%
MONTAG A & ASSOCIATES INC4.95KJun 30, 26-1240.02%
BRADLEY FOSTER & SARGENT INC/CT4.90KJun 30, 26-250.01%
PACIFIC SUN FINANCIAL CORP4.85KJun 30, 26+400.01%
Simmons Bank4.84KJun 30, 26--0.01%
Glenview Trust Co4.82KJun 30, 26-2.28K0.01%
Cadent Capital Advisors, LLC4.80KJun 30, 26+4.80K0.01%
Lido Advisors, LLC4.79KJun 30, 26-1.88K0.01%
Triton Wealth Management, PLLC4.69KJun 30, 26-2160.01%
Colony Group, LLC4.67KJun 30, 26-9140.01%
NAVELLIER & ASSOCIATES INC4.54KJun 30, 26+4.54K0.01%
Commonwealth Financial Services, LLC4.46KJun 30, 26+10.01%
XTX Topco Ltd4.43KJun 30, 26+8880.01%
M&T BANK CORP4.27KJun 30, 26--0.01%
LRI Investments, LLC4.22KJun 30, 26-1260.01%
CFM WEALTH PARTNERS LLC4.12KJun 30, 26--0.01%
HRT FINANCIAL LP4.12KJun 30, 26-9.24K0.01%
GLENMEDE TRUST CO NA4.09KJun 30, 26--0.01%
FIRST TRUST ADVISORS LP4.08KJun 30, 26--0.01%
Gryphon Financial Partners LLC4.08KJun 30, 26-750.01%
B. Riley Wealth Advisors, Inc.4.08KJun 30, 26--0.01%
RIK SAYLOR FINANCIAL, INC.4.04KJun 30, 26-1820.01%
Capital Wealth Alliance, LLC4.04KJun 30, 26--0.01%
Daybright Advisory Services, Inc.3.97KJun 30, 26+5330.01%
Bond & Devick Financial Network, Inc.3.96KJun 30, 26--0.01%
AdvisorNet Financial, Inc3.94KJun 30, 26+2.80K0.01%
US BANCORP \DE\3.92KJun 30, 26+240.01%
Y-Intercept (Hong Kong) Ltd3.92KJun 30, 26+3.92K0.01%
Adviser Investments LLC3.90KJun 30, 26--0.01%
Larson Financial Group LLC3.89KJun 30, 26+2950.01%
Pensionmark Financial Group, LLC3.81KJun 30, 26-750.01%
Lighthouse Financial LLC3.79KJun 30, 26-1100.01%
Retirement Planning Group3.79KJun 30, 26-1.66K0.01%
Cresset Asset Management, LLC3.78KJun 30, 26+1.23K0.01%
Apollon Financial, LLC3.75KJun 30, 26--0.01%
Rollins Financial Advisors, LLC3.74KJun 30, 26--0.01%
Unified Investment Management3.73KJun 30, 26-1200.01%
TRITONPOINT WEALTH, LLC3.73KJun 30, 26--0.01%
TritonPoint Partners, LLC3.73KJun 30, 26+3.73K0.01%
GREAT VALLEY ADVISOR GROUP, INC.3.72KJun 30, 26+20.01%
WESPAC Advisors, LLC3.63KJun 30, 26-1.04K0.01%
D.A. DAVIDSON & CO.3.60KJun 30, 26-9100.01%
Savant Capital, LLC3.60KJun 30, 26+1660.01%
SAGESPRING WEALTH PARTNERS, LLC3.60KJun 30, 26-7.24K0.01%
NorthRock Partners, LLC3.59KJun 30, 26+10.01%
Cascade Wealth Advisors, Inc3.54KJun 30, 26+70.01%
Concurrent Investment Advisors, LLC3.54KJun 30, 26+8830.01%
Ironwood Financial, llc3.43KJun 30, 26-2.07K0.01%
Snowden Capital Advisors LLC3.43KJun 30, 26+1150.01%
Jacobs Equity LLC3.39KJun 30, 26-290.01%
SOA Wealth Advisors, LLC.3.38KJun 30, 26-4610.01%
Summit Trail Advisors, LLC3.38KJun 30, 26+2470.01%
Financial Engines Advisors L.L.C.3.36KJun 30, 26+20.01%
Capital Investment Advisors, LLC3.36KJun 30, 26+1190.01%
Focus Financial Network, Inc.3.35KJun 30, 26-330.01%
OPPENHEIMER & CO INC3.34KJun 30, 26+2250.01%
DAGCO, INC.3.34KJun 30, 26+1400.01%
Urban Wealth Management, LLC3.31KJun 30, 26--0.01%
NewSquare Capital LLC3.30KJun 30, 26+3.30K0.01%
Carnegie Capital Asset Management, LLC3.30KJun 30, 26+1750.01%
Integrated Wealth Concepts LLC3.27KJun 30, 26-120.01%
Buck Wealth Strategies, LLC3.27KJun 30, 26+3.27K0.01%
Atlas Brown,Inc.3.25KJun 30, 26+90.01%
HARMONY ASSET MANAGEMENT LLC3.24KJun 30, 26-7.53K0.01%
EDMOND DE ROTHSCHILD HOLDING S.A.3.24KJun 30, 26--0.01%
Dynamic Advisor Solutions LLC3.21KJun 30, 26+3.21K0.01%
JT Stratford LLC3.17KJun 30, 26+240.01%
FIRST MERCHANTS CORP3.17KJun 30, 26--0.01%
Shared Vision Wealth Group LLC3.16KJun 30, 26--0.01%
TrueWealth Advisors, LLC3.15KJun 30, 26--0.01%
CAHABA WEALTH MANAGEMENT, INC.3.14KJun 30, 26+100.01%
Pathstone Holdings, LLC3.13KJun 30, 26+3.13K0.01%
Mandatum Life Insurance Co Ltd3.11KJun 30, 26--0.01%
CATHY PARETO & ASSOCIATES, INC3.10KJun 30, 26-2940.01%
Advisory Services Network, LLC3.09KJun 30, 26-1.11K0.01%
Stonebridge Financial Planning Group, LLC3.08KJun 30, 26-3150.01%
One Capital Management, LLC3.08KJun 30, 26--0.01%
Decker Wealth Management LLC3.08KJun 30, 26--0.01%
HCR Wealth Advisors3.07KJun 30, 26--0.01%
Sequoia Financial Advisors, LLC3.05KJun 30, 26+100.01%
Key Client Fiduciary Advisors, LLC3.03KJun 30, 26+90.01%
SMITH, MOORE & CO.3.01KJun 30, 26+440.01%
Regal Investment Advisors LLC2.94KJun 30, 26--0.01%
BELLEVUE ASSET MANAGEMENT, LLC2.94KJun 30, 26+10.01%
TD Waterhouse Canada Inc.2.88KJun 30, 26-2540.01%
MGO ONE SEVEN LLC2.87KJun 30, 26-2330.01%
Investment Advisory Group, LLC2.82KJun 30, 26--0.01%
Trilogy Capital Inc.2.81KJun 30, 26+6900.01%
Banque Cantonale Vaudoise2.80KJun 30, 26+8050.01%
WULFF, HANSEN & CO.2.77KJun 30, 26--0.01%
Global Retirement Partners, LLC2.77KJun 30, 26+2.77K0.01%
Dakota Wealth Management2.76KJun 30, 26--0.01%
YHB Investment Advisors, Inc.2.75KJun 30, 26--0.01%
Archer Investment Corp2.72KJun 30, 26--0.01%
Invesco Ltd.2.71KJun 30, 26+2.71K0.01%
Farther Finance Advisors, LLC2.70KJun 30, 26-2.31K0.01%
Sowell Financial Services LLC2.69KJun 30, 26+40.01%
Wealthspire Advisors, LLC2.67KJun 30, 26+9300.01%
AQR CAPITAL MANAGEMENT LLC2.63KJun 30, 26-1300.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2.55KJun 30, 26--0.01%
Rehmann Capital Advisory Group2.53KJun 30, 26-7530.01%
High Net Worth Advisory Group LLC2.50KJun 30, 26--0.01%
SeaCrest Wealth Management, LLC2.46KJun 30, 26+580.01%
Tudor Financial Inc.2.46KJun 30, 26--0.01%
Financial Alternatives, Inc2.41KJun 30, 26--0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.40KJun 30, 26+1.18K0.01%
EFG International AG2.40KJun 30, 26+2.40K0.01%
Prospera Financial Services Inc2.40KJun 30, 26-8.88K0.01%
Clearstead Advisors, LLC2.39KJun 30, 26-1910.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.38KJun 30, 26-1.35K0.01%
Millstone Evans Group, LLC2.37KJun 30, 26--0.01%
Modern Wealth Management, LLC2.29KJun 30, 26+10.01%
SILVER OAK SECURITIES, INCORPORATED2.28KJun 30, 26+140.01%
LVW Advisors, LLC2.26KJun 30, 26-1630.01%
IPG Investment Advisors LLC2.26KJun 30, 26--0.01%
CIBC Bancorp USA Inc.2.23KJun 30, 26+10.01%
ALLSTATE CORP2.23KJun 30, 26-3.77K0.01%
Forefront Wealth Partners, LLC2.21KJun 30, 26-6100.01%
WHITTIER TRUST CO OF NEVADA INC2.20KJun 30, 26-900.01%
Integras Partners LLC2.15KJun 30, 26+2.15K0.01%
GRANVILLE CAPITAL, INC.2.11KJun 30, 26-920.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.09KJun 30, 26-35.62K0.01%
KANE INVESTMENT MANAGEMENT, INC.2.06KJun 30, 26-1160.01%
Darrow Company, Inc.2.05KJun 30, 26--0.01%
Fiduciary Alliance LLC2.03KJun 30, 26+60.01%
Allworth Financial LP2.02KJun 30, 26+1010.01%
Ruggiero Investments, Inc.2.00KJun 30, 26--0.01%
Royal Capital Wealth Management, LLC2.00KJun 30, 26--0.01%
Payne Capital Management, LLC2.00KJun 30, 26--0.01%
Frank, Rimerman Advisors LLC1.99KJun 30, 26--0.01%
Waverly Advisors, LLC1.98KJun 30, 26+1.98K0.01%
Qube Research & Technologies Ltd1.98KJun 30, 26+1.98K0.01%
Vision Capital Management, Inc.1.97KJun 30, 26--0.01%
CHILTON INVESTMENT CO INC.1.97KJun 30, 26-100.01%
MONEY CONCEPTS CAPITAL CORP1.94KJun 30, 26+1980.01%
PFG Advisors1.92KJun 30, 26-3000.01%
Symphony Financial Services, Inc.1.91KJun 30, 26+2010.01%
UBS ASSET MANAGEMENT AMERICAS INC1.91KJun 30, 26--0.01%
Moors & Cabot, Inc.1.90KJun 30, 26+1.90K0.01%
Vestmark Advisory Solutions, Inc.1.89KJun 30, 26--0.01%
Mount Yale Investment Advisors, LLC1.89KJun 30, 26--0.01%
MinichMacGregor Wealth Management, LLC1.89KJun 30, 26-7400.01%
Intellectus Partners, LLC1.87KJun 30, 26--0.01%
CITIZENS FINANCIAL GROUP INC/RI1.86KJun 30, 26-1.07K0.01%
FLOW TRADERS U.S. LLC1.84KJun 30, 26-28.70K0.01%
CoreCap Advisors, LLC1.83KJun 30, 26-3510.01%
Sequent Planning LLC1.83KJun 30, 26--0.01%
Advisory Alpha, LLC1.82KJun 30, 26-4550.01%
GABLES CAPITAL MANAGEMENT INC.1.82KJun 30, 26+100.01%
BROWN ADVISORY INC1.82KJun 30, 26+1.82K0.01%
Clarendon Private LLC1.79KJun 30, 26--0.01%
Perennial Investment Advisors, LLC1.77KJun 30, 26+1.77K0.01%
Zhang Financial LLC1.77KJun 30, 26-2.69K0.01%
FRANKLIN RESOURCES INC1.75KJun 30, 26+2550.01%
Clear Creek Financial Management, LLC1.74KJun 30, 26--0.01%
PW Nova Financial Services LLC1.71KJun 30, 26--0.01%
Freestone Capital Holdings, LLC1.70KJun 30, 26--0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC1.70KJun 30, 26+1.70K0.01%
SIGNATUREFD, LLC1.69KJun 30, 26--0.01%
Spire Wealth Management1.67KJun 30, 26-3600.01%
PRUDENT INVESTORS NETWORK, INC.1.67KJun 30, 26+1.67K0.01%
Occidental Asset Management, LLC1.65KJun 30, 26+1.65K0.00%
Advance Capital Management, Inc.1.64KJun 30, 26+1.64K0.00%
Miracle Mile Advisors, LLC1.61KJun 30, 26+1.61K0.00%
Bensler, LLC1.61KJun 30, 26+1.61K0.00%
LEVEL FOUR ADVISORY SERVICES, LLC1.60KJun 30, 26+1.60K0.00%
Well Done, LLC1.59KJun 30, 26+1.59K0.00%
Western Wealth Management, LLC1.58KJun 30, 26-5710.00%
Stronghold Wealth Management L.L.C.1.57KJun 30, 26+1.57K0.00%
AE Wealth Management LLC1.52KJun 30, 26-1.62K0.00%
NBC SECURITIES, INC.1.48KJun 30, 26--0.00%
GILL CAPITAL PARTNERS, LLC1.37KJun 30, 26+10.00%
EP Wealth Advisors, LLC1.35KJun 30, 26+1.35K0.00%
Quest 10 Wealth Builders, Inc.1.29KJun 30, 26-120.00%
Ronald Blue Trust, Inc.1.18KJun 30, 26-630.00%
FWL INVESTMENT MANAGEMENT, LLC1.05KJun 30, 26--0.00%
Westfuller Advisors, LLC1.02KJun 30, 26+30.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.1.00KJun 30, 26--0.00%
Regatta Research & Money Management991Jun 30, 26+9910.00%
CENTAURUS FINANCIAL, INC.891Jun 30, 26-8040.00%
ROTHSCHILD INVESTMENT LLC877Jun 30, 26--0.00%
Atlantic Union Bankshares Corp860Jun 30, 26-2370.00%
IFP Advisors, Inc826Jun 30, 26-300.00%
Medallion Wealth Advisors, LLC825Jun 30, 26--0.00%
Arlington Trust Co LLC800Jun 30, 26--0.00%
FIRST HORIZON CORP800Jun 30, 26--0.00%
Atlantic Edge Private Wealth Management, LLC800Jun 30, 26--0.00%
Johnson Financial Group, Inc.729Jun 30, 26--0.00%
Anchor Investment Management, LLC704Jun 30, 26+10.00%
Bare Financial Services, Inc688Jun 30, 26--0.00%
ASSETMARK, INC684Jun 30, 26+1030.00%
Aptus Capital Advisors, LLC671Jun 30, 26--0.00%
Activest Wealth Management650Jun 30, 26-8000.00%
JFS WEALTH ADVISORS, LLC646Jun 30, 26+20.00%
Colonial Trust Advisors646Jun 30, 26--0.00%
CALDWELL SUTTER CAPITAL, INC.641Jun 30, 26--0.00%
Westside Investment Management, Inc.590Jun 30, 26+1500.00%
AMERIFLEX GROUP, INC.577Jun 30, 26--0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.550Jun 30, 26--0.00%
Minot DeBlois Advisors LLC534Jun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.527Jun 30, 26--0.00%
Acumen Wealth Advisors, LLC500Jun 30, 26--0.00%
Provenance Wealth Advisors, LLC488Jun 30, 26--0.00%
CENTRAL TRUST Co480Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS480Jun 30, 26+4800.00%
Colonial Trust Co / SC435Jun 30, 26--0.00%
VIMA LLC428Jun 30, 26+4280.00%
Newbridge Financial Services Group, Inc.417Jun 30, 26-790.00%
Coastal Investment Advisors, Inc.406Jun 30, 26--0.00%
SYNTAX RESEARCH, INC.404Jun 30, 26--0.00%
Parallel Advisors, LLC404Jun 30, 26-90.00%
Vision Retirement, LLC400Jun 30, 26--0.00%
Bogart Wealth, LLC400Jun 30, 26--0.00%
Front Row Advisors LLC397Jun 30, 26-2400.00%
BNP PARIBAS ARBITRAGE, SNC356Jun 30, 26-2830.00%
North Star Investment Management Corp.329Jun 30, 26+10.00%
HANTZ FINANCIAL SERVICES, INC.327Jun 30, 26+1640.00%
Evolution Advisers, Inc.319Jun 30, 26--0.00%
Center for Financial Planning, Inc.310Jun 30, 26--0.00%
Key Capital Management, INC306Jun 30, 26+2880.00%
Financial Perspectives, Inc301Jun 30, 26--0.00%
MTM Investment Management, LLC300Jun 30, 26--0.00%
WEST PACES ADVISORS INC.295Jun 30, 26--0.00%
Miller Capital Partners, Inc.292Jun 30, 26--0.00%
Davis Capital Management280Jun 30, 26--0.00%
Signature Equity Partners, LLC265Jun 30, 26+10.00%
MCF Advisors LLC265Jun 30, 26--0.00%
IFG Advisory, LLC262Jun 30, 26+2620.00%
Murphy & Mullick Capital Management Corp250Jun 30, 26--0.00%
Pacific Center for Financial Services236Jun 30, 26--0.00%
HAZLETT, BURT & WATSON, INC.230Jun 30, 26--0.00%
Financial Life Planners216Jun 30, 26--0.00%
Princeton Global Asset Management LLC215Jun 30, 26--0.00%
PRIVATE TRUST CO NA213Jun 30, 26-880.00%
WHITTIER TRUST CO210Jun 30, 26--0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC206Jun 30, 26--0.00%
Downshift Financial, LLC201Jun 30, 26+2010.00%
Private Wealth Asset Management, LLC200Jun 30, 26--0.00%
BankChampaign, National Association191Jun 30, 26--0.00%
Delos Wealth Advisors, LLC182Jun 30, 26+1820.00%
Caitlin John, LLC176Jun 30, 26--0.00%
Darwin Wealth Management, LLC175Jun 30, 26--0.00%
ARMSTRONG ADVISORY GROUP, INC171Jun 30, 26-140.00%
Abound Wealth Management170Jun 30, 26+820.00%
Ashton Thomas Private Wealth, LLC162Jun 30, 26-4760.00%
Piedmont Capital Management, LLC/NC160Jun 30, 26--0.00%
BRYN MAWR TRUST Co160Jun 30, 26--0.00%
Capital Analysts, LLC156Jun 30, 26--0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.145Jun 30, 26--0.00%
TUCKER ASSET MANAGEMENT LLC135Jun 30, 26--0.00%
FINANCIAL CONSULATE, INC114Jun 30, 26--0.00%
Rialto Wealth Management, LLC112Jun 30, 26--0.00%
Creative Capital Management Investments LLC109Jun 30, 26--0.00%
Golden State Wealth Management, LLC108Jun 30, 26--0.00%
Physician Wealth Advisors, Inc.102Jun 30, 26+10.00%
Addison Advisors LLC100Jun 30, 26--0.00%
Timbuktu Capital Management, LLC100Jun 30, 26+1000.00%
GILPIN WEALTH MANAGEMENT, LLC94Jun 30, 26--0.00%
N.E.W. Advisory Services LLC94Jun 30, 26--0.00%
Founders Capital Management87Jun 30, 26--0.00%
HOWE & RUSLING INC78Jun 30, 26+780.00%
Atomic Invest LLC63Jun 30, 26+10.00%
Fourth Dimension Wealth, LLC50Jun 30, 26--0.00%
SIMPLEX TRADING, LLC49Jun 30, 26+490.00%
Russell Investments Group, Ltd.48Jun 30, 26-1080.00%
Concord Wealth Partners46Jun 30, 26+460.00%
Parkside Financial Bank & Trust45Jun 30, 26--0.00%
Pflug Koory, LLC40Jun 30, 26+400.00%
ORG Wealth Partners, LLC38Jun 30, 26--0.00%
Founders Financial Alliance, LLC30Jun 30, 26-200.00%
Avion Wealth23Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC19Jun 30, 26--0.00%
Triumph Capital Management14Jun 30, 26--0.00%
TSFG, LLC10Jun 30, 26--0.00%
Register Financial Advisors LLC8Jun 30, 26--0.00%
VALLEY NATIONAL ADVISERS INC6Jun 30, 26+60.00%
COMPASS FINANCIAL MANAGEMENT LLC3Jun 30, 26+30.00%
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, LLC10.38KMar 31, 26+4.45K0.03%
Sunbelt Securities, Inc.6.48KMar 31, 26+810.02%
CWM, LLC6.14KMar 31, 26-2390.02%
Vivaldi Capital Management LP3.16KMar 31, 26-1.09K0.01%
Jaffetilchin Investment Partners, LLC3.12KMar 31, 26--0.01%
Charter Oak Capital Management, LLC3.05KMar 31, 26+110.01%
Reflection Asset Management--Mar 31, 26-791--
COMERICA BANK6.43KDec 31, 25+1580.02%
FineMark National Bank & Trust4.93KDec 31, 25--0.01%
CIBC Private Wealth Group, LLC2.33KDec 31, 25+80.01%
Litman Gregory Wealth Management LLC502Dec 31, 25+5020.00%
Ransom Advisory, Ltd200Dec 31, 25+2000.00%
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.151.69KSep 30, 25-9680.46%
Moloney Securities Asset Management, LLC73.45KSep 30, 25+69.38K0.22%
SYNOVUS FINANCIAL CORP36.48KSep 30, 25+3430.11%
EWG Elevate Inc.16.56KSep 30, 25+4900.05%
Cubist Systematic Strategies, LLC14.03KSep 30, 25+9.70K0.04%
Watts Gwilliam & Co., LLC5.15KSep 30, 25+20.02%
Glenmede Investment Management, LP4.09KSep 30, 25--0.01%
Accredited Wealth Management, LLC102Sep 30, 25-1630.00%
WOLVERINE TRADING, LLC--Sep 30, 25-6.18K--
Congress Wealth Management LLC / DE /15.06KJun 30, 25+410.05%
AVANTAX ADVISORY SERVICES, INC.6.08KJun 30, 25-1510.02%
Tyler-Stone Wealth Management5.08KJun 30, 25+90.02%
Graypoint LLC2.66KJun 30, 25--0.01%
First Horizon Advisors, Inc.1.23KJun 30, 25--0.00%
Christopher J. Hasenberg, Inc1.18KJun 30, 25--0.00%
Transform Wealth, LLC26.48KMar 31, 25+26.48K0.08%
Callan Capital, LLC15.63KMar 31, 25-1970.05%
Delta Financial Group, Inc.5.66KMar 31, 25+2700.02%
NAPATREE CAPITAL LLC5.31KMar 31, 25+9720.02%
Keeley-Teton Advisors, LLC4.99KMar 31, 25-1.48K0.02%
Sandy Spring Bank1.09KMar 31, 25--0.00%
Aveo Capital Partners, LLC--Mar 31, 25-12.02K--
CRITERION CAPITAL ADVISORS, LLC567Dec 31, 24--0.00%
Sugarloaf Wealth Management, LLC380Dec 31, 24--0.00%
WR Wealth Planners, LLC228Dec 31, 24-900.00%
AlphaMark Advisors, LLC200Dec 31, 24--0.00%
Kiely Wealth Advisory Group, Inc.120Dec 31, 24--0.00%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC--Dec 31, 24-5.35K--
RAYMOND JAMES & ASSOCIATES100.47KSep 30, 24+3.40K0.31%
ETFIDEA, LLC89.95KSep 30, 24+6200.27%
Raymond James Financial Services Advisors, Inc.68.09KSep 30, 24-6.48K0.21%
PRIO WEALTH LIMITED PARTNERSHIP4.11KSep 30, 24--0.01%
SpiderRock Advisors, LLC3.99KSep 30, 24+6880.01%
RAYMOND JAMES TRUST N.A.3.12KSep 30, 24-4500.01%
TNF LLC1.89KSep 30, 24+1.89K0.01%
Family Asset Management, LLC832Sep 30, 24--0.00%
Aspire Wealth Management Corp260Sep 30, 24--0.00%
FinTrust Capital Advisors, LLC115Sep 30, 24+10.00%
First Personal Financial Services60Sep 30, 24--0.00%
BlackRock Inc.3.98KJun 30, 24--0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.280Jun 30, 24--0.00%
ICA Group Wealth Management, LLC25Jun 30, 24--0.00%
Cetera Advisor Networks LLC107.22KMar 31, 24-4.17K0.33%
Cetera Advisors LLC15.76KMar 31, 24+10.53K0.05%
EUDAIMONIA ADVISORS LLC5.26KMar 31, 24+1790.02%
Retirement Group, LLC32Mar 31, 24--0.00%
Connectus Wealth, LLC--Mar 31, 24-82.13K--
Rollins Financial4.58KDec 31, 23-1.39K0.01%
Vahanian & Associates Financial Planning Inc.3.58KDec 31, 23-2.15K0.01%
FOCUS FINANCIAL NETWORK INC /ADV3.38KDec 31, 23+3.38K0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.8.20KSep 30, 23-5.43K0.02%
ROPES WEALTH ADVISORS LLC3.90KSep 30, 23--0.01%
Intercontinental Wealth Advisors, LLC3.60KJun 30, 23--0.01%
BDO Wealth Advisors, LLC947Jun 30, 23--0.00%
Lumature Wealth Partners, LLC760Jun 30, 23--0.00%
Kalos Management, Inc.427Jun 30, 23--0.00%
TimeScale Financial, Inc.19Jun 30, 23--0.00%
Veritable, L.P.--Jun 30, 23-2.86K--
ASSET MANAGEMENT CORP /IL/ /ADV12.53KMar 31, 23-6950.04%
Parsec Financial Management, Inc.5.05KMar 31, 23--0.02%
Sargent Bickham Lagudis LLC1.49KDec 31, 22--0.00%
TRUSTCORE FINANCIAL SERVICES, LLC650Dec 31, 22--0.00%
ACG Wealth14.84KSep 30, 22--0.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC12.07KSep 30, 22-7200.04%
American Portfolios Advisors6.63KSep 30, 22+930.02%
CPWM, LLC3.60KSep 30, 22-3.62K0.01%
Round Table Services, LLC3.35KSep 30, 22--0.01%
Covington Capital Management806Sep 30, 22--0.00%
MUFG Americas Holdings Corp238Sep 30, 22--0.00%
55I, LLC--Sep 30, 22-3.41K--
MURPHY CAPITAL MANAGEMENT INC21.05KJun 30, 22-200.06%
Pinnacle Private Wealth, LLC6.04KJun 30, 22+390.02%
B. Riley Wealth Management, Inc.2.99KJun 30, 22+2.99K0.01%
BREWIN DOLPHIN LTD--Jun 30, 22-3.95K--
PARAMETRIC PORTFOLIO ASSOCIATES LLC4.78KMar 31, 22+4.78K0.01%
Barrett Asset Management, LLC--Mar 31, 22-320--
Altavista Wealth Management, Inc.2.91KDec 31, 21--0.01%
NEXT Financial Group, Inc1.33KDec 31, 21+1530.00%
REILLY FINANCIAL ADVISORS, LLC1.00KDec 31, 21--0.00%
Carroll Financial Associates, Inc.--Dec 31, 21-3.63K--
Ameritas Investment Company, LLC14.75KSep 30, 21+4.02K0.04%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV4.54KSep 30, 21-800.01%
Filbrandt Wealth Management, LLC898Sep 30, 21--0.00%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)2.72KJun 30, 21--0.01%
TCF National Bank4.39KMar 31, 21-100.01%
Winslow, Evans & Crocker, Inc.1.17KDec 31, 20+1.17K0.00%
First Allied Advisory Services, Inc.5.15KSep 30, 20-7.64K0.02%
Stearns Financial Services Group301Sep 30, 20+3010.00%
LifePlan Financial Group, Inc241Sep 30, 20--0.00%
QUANTUM CAPITAL MANAGEMENT200Sep 30, 20--0.00%
Watson Rebecca--Sep 30, 20-35--
LADENBURG THALMANN FINANCIAL SERVICES INC.28.50KDec 31, 19-1.22K0.09%
Advisor Group, Inc.27.50KDec 31, 19-11.24K0.08%
Chapwood Capital Investment Management, LLC23.67KDec 31, 19+23.67K0.07%
Sequoia Wealth Management, LLC2.13KDec 31, 19-1.09K0.01%
CAPITAL ONE, NATIONAL ASSOCIATION1.51KDec 31, 19+1.51K0.00%
BB&T SECURITIES, LLC26.66KSep 30, 19-1460.08%
MRA Associates USA LLC474Sep 30, 19+4740.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC19Sep 30, 19--0.00%
American Financial Network Advisory Services LLC--Sep 30, 19-1.64K--
MONROE BANK & TRUST/MI2.57KJun 30, 19-200.01%
CHEMICAL BANK2.55KJun 30, 19+1700.01%
Steinberg Global Asset Management15.71KMar 31, 19-5160.05%
NEXT Financial Holdings275Mar 31, 19+2750.00%
Peachtree Investment Advisors, Inc.27.15KDec 31, 18+3.19K0.08%
COMERICA SECURITIES INC7.18KDec 31, 18-4.12K0.02%
BREMER TRUST NATIONAL ASSOCIATION1.86KDec 31, 18--0.01%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA1.96KSep 30, 18+1.96K0.01%
Vantage Investment Advisors, LLC95Sep 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.14.83KDec 31, 17+2280.05%
IFC Holdings Incorporated/FL4.98KDec 31, 17-1.87K0.02%
AURORA FINANCIAL ADVISORS, LLC3.10KDec 31, 17+3.10K0.01%
Blue Granite Capital, LLC150Dec 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.115.90KSep 30, 17--0.35%
Commonwealth Equity Services, Inc147.27KJun 30, 17-5.12K0.45%
WFG Advisors, LP69Jun 30, 17+430.00%
Virtu KCG Holdings LLC--Jun 30, 17-5.07K--
ABERDEEN ASSET MANAGEMENT PLC/UK--Jun 30, 17-6.00K--
LBA Wealth Management, LLC915Mar 31, 17--0.00%
BLACKROCK ADVISORS LLC704.15KDec 31, 16-2.39K2.14%
BlackRock Investment Management, LLC199.79KDec 31, 16-11.41K0.61%
MSI Financial Services Inc27.00KDec 31, 16+12.74K0.08%
KEELEY ASSET MANAGEMENT CORP6.84KDec 31, 16-580.02%
KANALY TRUST CO1.01KDec 31, 16+1.01K0.00%
EDMOND DE ROTHSCHILD (MONACO)5.06KSep 30, 16+5.06K0.02%
EDMOND DE ROTHSCHILD (SUISSE) S.A.1.69KSep 30, 16+1.69K0.01%
Edmond de Rothschild (Europe)319Sep 30, 16--0.00%
WESTPORT RESOURCES MANAGEMENT INC--Sep 30, 16-80--
SOCIETE GENERALE35.91KJun 30, 16+35.91K0.11%
Hoxton Financial, Inc.111Mar 31, 16--0.00%
Gupta Wealth Management LLC54Mar 31, 16--0.00%
CITY NATIONAL BANK5.58KSep 30, 15+2.99K0.02%
J.P. Turner & Co Capital Mnagement, LLC2.46KSep 30, 15+2.46K0.01%
Aris Wealth Services, Inc.--Sep 30, 15-332--
F-Squared Investment Management, LLC522.57KJun 30, 15+522.57K1.59%
FolioMetrix LLC53.51KJun 30, 15+12.21K0.16%
MANAGED ACCOUNT ADVISORS LLC1.42KJun 30, 15+2810.00%
Placemark Investments, Inc.461.39KDec 31, 14+439.56K1.40%
NEW ENGLAND SECURITIES CORP /MA/934Dec 31, 14-12.46K0.00%
UBS AG133.07KSep 30, 14-4.72K0.40%
Cobble Hill Financial Services, INC5.00KSep 30, 14-2.00K0.02%
STIFEL NICOLAUS & CO INC \MO\15.81KSep 30, 13+9.03K0.05%
Signator Financial Services, Inc.130Sep 30, 13--0.00%
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-430.74K--
First Allied Securities, Inc.4.79KJun 30, 12+3300.01%
NOLLENBERGER CAPITAL PARTNERS INC596Dec 31, 10--0.00%
RBC Private Counsel (USA) Inc.205Sep 30, 09+2050.00%
RBC cees Trustee LTD--Sep 30, 09-21.29K--
RBC Dominion Securities Inc.22.77KDec 31, 08+21.83K0.07%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.