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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | 1.55M | Jun 30, 26 | -633.88K | 6.79% |
| RiverFront Investment Group, LLC | 1.52M | Jun 30, 26 | +45.26K | 6.70% |
| GOLDMAN SACHS GROUP INC | 1.39M | Jun 30, 26 | +354.41K | 6.10% |
| JPMORGAN CHASE & CO | 1.22M | Jun 30, 26 | -168.86K | 5.38% |
| ENVESTNET ASSET MANAGEMENT INC | 1.22M | Jun 30, 26 | -23.97K | 5.37% |
| MORGAN STANLEY | 1.09M | Jun 30, 26 | +54.21K | 4.79% |
| SAGESPRING WEALTH PARTNERS, LLC | 739.78K | Jun 30, 26 | -156.33K | 3.25% |
| OpenArc Corporate Advisory, LLC | 487.56K | Jun 30, 26 | -277.77K | 2.14% |
| BANK OF AMERICA CORP /DE/ | 479.88K | Jun 30, 26 | +9.61K | 2.11% |
| RAYMOND JAMES FINANCIAL INC | 461.18K | Jun 30, 26 | +10.61K | 2.03% |
| LPL Financial LLC | 448.68K | Jun 30, 26 | -18.78K | 1.97% |
| ROYAL BANK OF CANADA | 436.10K | Jun 30, 26 | +16.24K | 1.92% |
| PGIM Custom Harvest LLC | 362.42K | Jun 30, 26 | -2.89K | 1.59% |
| WELLS FARGO & COMPANY/MN | 344.92K | Jun 30, 26 | -10.25K | 1.52% |
| Kozak & Associates, Inc. | 305.43K | Jun 30, 26 | -124.95K | 1.34% |
| Circle Wealth Management, LLC | 294.60K | Jun 30, 26 | -- | 1.29% |
| Janney Montgomery Scott LLC | 196.91K | Jun 30, 26 | -1.17K | 0.87% |
| BANK OF MONTREAL /CAN/ | 193.65K | Jun 30, 26 | +6.15K | 0.85% |
| TWO SIGMA INVESTMENTS, LP | 155.40K | Jun 30, 26 | -31.50K | 0.68% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 153.44K | Jun 30, 26 | +5.76K | 0.67% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 148.49K | Jun 30, 26 | -- | 0.65% |
| AMERIPRISE FINANCIAL INC | 145.84K | Jun 30, 26 | -53.54K | 0.64% |
| Private Advisor Group, LLC | 133.07K | Jun 30, 26 | -75.85K | 0.58% |
| ARKANSAS FINANCIAL GROUP, INC. | 130.41K | Jun 30, 26 | +2.59K | 0.57% |
| SAM Advisors, LLC | 119.27K | Jun 30, 26 | +3.36K | 0.52% |
| Baltimore-Washington Financial Advisors, Inc. | 116.38K | Jun 30, 26 | -312.32K | 0.51% |
| UBS Group AG | 111.80K | Jun 30, 26 | +608 | 0.49% |
| Beacon Pointe Advisors, LLC | 97.75K | Jun 30, 26 | -3.58K | 0.43% |
| STIFEL FINANCIAL CORP | 96.85K | Jun 30, 26 | -398 | 0.43% |
| Howard Capital Management Group, LLC | 93.20K | Jun 30, 26 | -905 | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 84.05K | Jun 30, 26 | +6.65K | 0.37% |
| BANK OF NOVA SCOTIA | 72.60K | Jun 30, 26 | -- | 0.32% |
| Federation des caisses Desjardins du Quebec | 70.87K | Jun 30, 26 | +3.81K | 0.31% |
| SCOTIA CAPITAL INC. | 69.44K | Jun 30, 26 | -3.03K | 0.31% |
| UNIQUE WEALTH, LLC | 67.00K | Jun 30, 26 | -10.52K | 0.29% |
| J.W. COLE ADVISORS, INC. | 65.85K | Jun 30, 26 | +65.85K | 0.29% |
| TRUIST FINANCIAL CORP | 57.13K | Jun 30, 26 | -2.23K | 0.25% |
| Concurrent Investment Advisors, LLC | 54.09K | Jun 30, 26 | -659 | 0.24% |
| JONES FINANCIAL COMPANIES LLLP | 50.14K | Jun 30, 26 | +4.05K | 0.22% |
| Cetera Investment Advisers | 47.83K | Jun 30, 26 | -3.17K | 0.21% |
| Centerline Wealth Advisors, LLC | 46.09K | Jun 30, 26 | -20.23K | 0.20% |
| FORTE ASSET MANAGEMENT LLC | 45.90K | Jun 30, 26 | +17.28K | 0.20% |
| Bernard Wealth Management Corp. | 43.98K | Jun 30, 26 | -2.13K | 0.19% |
| Merit Financial Group, LLC | 43.76K | Jun 30, 26 | -1.22K | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 38.87K | Jun 30, 26 | +531 | 0.17% |
| HighTower Advisors, LLC | 36.56K | Jun 30, 26 | -592 | 0.16% |
| Mariner, LLC | 35.20K | Jun 30, 26 | -1.50K | 0.15% |
| IHT Wealth Management, LLC | 33.46K | Jun 30, 26 | -8.97K | 0.15% |
| Advisory Services Network, LLC | 31.43K | Jun 30, 26 | +1.15K | 0.14% |
| Storen Legacy Partners, LLC | 31.13K | Jun 30, 26 | -10.78K | 0.14% |
| Diversified Enterprises, LLC | 30.84K | Jun 30, 26 | -385 | 0.14% |
| MML INVESTORS SERVICES, LLC | 26.74K | Jun 30, 26 | -198.08K | 0.12% |
| FIFTH THIRD SECURITIES, INC. | 25.69K | Jun 30, 26 | +685 | 0.11% |
| NATIONAL BANK OF CANADA /FI/ | 24.67K | Jun 30, 26 | +312 | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.32K | Jun 30, 26 | +5.30K | 0.11% |
| CAPTRUST FINANCIAL ADVISORS | 23.40K | Jun 30, 26 | +60 | 0.10% |
| Focus Financial Network, Inc. | 23.23K | Jun 30, 26 | +1.06K | 0.10% |
| Steward Partners Investment Advisory, LLC | 22.81K | Jun 30, 26 | -677 | 0.10% |
| Creative Planning | 21.78K | Jun 30, 26 | -1.28K | 0.10% |
| PATTEN & PATTEN INC/TN | 21.18K | Jun 30, 26 | -50 | 0.09% |
| Koshinski Asset Management, Inc. | 20.84K | Jun 30, 26 | +6 | 0.09% |
| FIFTH THIRD BANCORP | 20.23K | Jun 30, 26 | +307 | 0.09% |
| Geneos Wealth Management Inc. | 19.80K | Jun 30, 26 | -- | 0.09% |
| AMG National Trust Bank | 19.09K | Jun 30, 26 | +1.13K | 0.08% |
| BLAIR WILLIAM & CO/IL | 18.97K | Jun 30, 26 | +16.69K | 0.08% |
| STEPHENS INC /AR/ | 18.26K | Jun 30, 26 | +1 | 0.08% |
| Buckingham Strategic Partners | 17.73K | Jun 30, 26 | +1.98K | 0.08% |
| OMNI 360 Wealth, Inc. | 16.77K | Jun 30, 26 | +1.98K | 0.07% |
| FMR LLC | 16.70K | Jun 30, 26 | +77 | 0.07% |
| Kestra Advisory Services, LLC | 16.39K | Jun 30, 26 | -3.13K | 0.07% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 16.29K | Jun 30, 26 | +1 | 0.07% |
| Equitable Holdings, Inc. | 15.02K | Jun 30, 26 | -1.15K | 0.07% |
| BROWN ADVISORY INC | 13.10K | Jun 30, 26 | -- | 0.06% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 12.82K | Jun 30, 26 | -22 | 0.06% |
| GARRISON POINT ADVISORS, LLC | 12.57K | Jun 30, 26 | -145 | 0.06% |
| Sequent Planning LLC | 12.32K | Jun 30, 26 | +1.24K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 12.31K | Jun 30, 26 | -1.93K | 0.05% |
| Mine & Arao Wealth Creation & Management, LLC. | 12.07K | Jun 30, 26 | +27 | 0.05% |
| NewEdge Advisors, LLC | 12.06K | Jun 30, 26 | +1.27K | 0.05% |
| OPPENHEIMER & CO INC | 11.75K | Jun 30, 26 | +1.03K | 0.05% |
| Qube Research & Technologies Ltd | 11.46K | Jun 30, 26 | +11.46K | 0.05% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11.02K | Jun 30, 26 | -- | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 10.88K | Jun 30, 26 | -3.10K | 0.05% |
| US BANCORP \DE\ | 10.81K | Jun 30, 26 | -477 | 0.05% |
| Savant Capital, LLC | 10.69K | Jun 30, 26 | +2 | 0.05% |
| Cyndeo Wealth Partners, LLC | 10.50K | Jun 30, 26 | -5.63K | 0.05% |
| Prospera Financial Services Inc | 10.43K | Jun 30, 26 | -- | 0.05% |
| Baird Financial Group, Inc. | 10.36K | Jun 30, 26 | -146 | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 10.20K | Jun 30, 26 | +1.93K | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.84K | Jun 30, 26 | +49 | 0.04% |
| Sanctuary Advisors, LLC | 9.26K | Jun 30, 26 | -1.30K | 0.04% |
| Sequoia Financial Advisors, LLC | 9.25K | Jun 30, 26 | -1.28K | 0.04% |
| WBH ADVISORY INC | 8.90K | Jun 30, 26 | -156 | 0.04% |
| Quotient Wealth Partners, LLC | 8.45K | Jun 30, 26 | +117 | 0.04% |
| Cerity Partners LLC | 8.26K | Jun 30, 26 | +1.30K | 0.04% |
| Cordatus Wealth Management LLC | 8.26K | Jun 30, 26 | -- | 0.04% |
| Colony Group, LLC | 7.99K | Jun 30, 26 | +606 | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.25K | Jun 30, 26 | +95 | 0.03% |
| Financial Partners Group, Inc | 6.92K | Jun 30, 26 | +66 | 0.03% |
| Lakeshore Capital Group, Inc. | 6.89K | Jun 30, 26 | -14 | 0.03% |
| Harbor Asset Planning, Inc. | 6.72K | Jun 30, 26 | -333 | 0.03% |
| Cresset Asset Management, LLC | 6.44K | Jun 30, 26 | -2.69K | 0.03% |
| Quantinno Capital Management LP | 6.39K | Jun 30, 26 | -766 | 0.03% |
| Castle Rock Wealth Management, LLC | 6.32K | Jun 30, 26 | -271 | 0.03% |
| Investmark Advisory Group LLC | 6.24K | Jun 30, 26 | +15 | 0.03% |
| BURKE & HERBERT BANK & TRUST CO | 6.23K | Jun 30, 26 | -- | 0.03% |
| XTX Topco Ltd | 6.21K | Jun 30, 26 | +3.17K | 0.03% |
| TRUE Private Wealth Advisors | 6.21K | Jun 30, 26 | -- | 0.03% |
| Point72 Asset Management, L.P. | 6.02K | Jun 30, 26 | +1.44K | 0.03% |
| Rockefeller Capital Management L.P. | 5.93K | Jun 30, 26 | +576 | 0.03% |
| Objective Capital Management, LLC | 5.87K | Jun 30, 26 | +2 | 0.03% |
| Horizon Family Wealth, Inc. | 5.76K | Jun 30, 26 | +893 | 0.03% |
| TritonPoint Partners, LLC | 5.47K | Jun 30, 26 | +2.08K | 0.02% |
| New Insight Wealth Advisors | 5.39K | Jun 30, 26 | -439 | 0.02% |
| BANK HAPOALIM BM | 5.33K | Jun 30, 26 | -1.04K | 0.02% |
| StoneX Group Inc. | 5.25K | Jun 30, 26 | -881 | 0.02% |
| NORTHERN TRUST CORP | 5.12K | Jun 30, 26 | -211 | 0.02% |
| CAPITAL PERFORMANCE ADVISORS LLP | 5.02K | Jun 30, 26 | +208 | 0.02% |
| FORVIS Wealth Advisors, LLC | 4.95K | Jun 30, 26 | -- | 0.02% |
| SRS Capital Advisors, Inc. | 4.90K | Jun 30, 26 | +3.07K | 0.02% |
| Waverly Advisors, LLC | 4.68K | Jun 30, 26 | -220 | 0.02% |
| Register Financial Advisors LLC | 4.59K | Jun 30, 26 | +8 | 0.02% |
| PUREfi Wealth, LLC | 4.45K | Jun 30, 26 | -348 | 0.02% |
| XP Advisory US, Inc. | 4.44K | Jun 30, 26 | +4.44K | 0.02% |
| D.A. DAVIDSON & CO. | 4.37K | Jun 30, 26 | -413 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 4.27K | Jun 30, 26 | -50 | 0.02% |
| TRITONPOINT WEALTH, LLC | 4.12K | Jun 30, 26 | -753 | 0.02% |
| Traveka Wealth, LLC | 3.99K | Jun 30, 26 | +274 | 0.02% |
| Chicago Partners Investment Group LLC | 3.87K | Jun 30, 26 | +88 | 0.02% |
| Vise Technologies, Inc. | 3.85K | Jun 30, 26 | +3.85K | 0.02% |
| Summit Financial, LLC | 3.84K | Jun 30, 26 | -405 | 0.02% |
| Benchmark Financial Wealth Advisors, LLC | 3.82K | Jun 30, 26 | +3.82K | 0.02% |
| HBK Sorce Advisory LLC | 3.79K | Jun 30, 26 | -- | 0.02% |
| AdvisorNet Financial, Inc | 3.71K | Jun 30, 26 | -729 | 0.02% |
| Avidian Wealth Solutions, LLC | 3.66K | Jun 30, 26 | -994 | 0.02% |
| COMMERCE BANK | 3.58K | Jun 30, 26 | -- | 0.02% |
| WEDBUSH SECURITIES INC | 3.54K | Jun 30, 26 | -117 | 0.02% |
| Fairvoy Private Wealth, LLC | 3.53K | Jun 30, 26 | -746 | 0.02% |
| Foundations Investment Advisors, LLC | 3.51K | Jun 30, 26 | -1.61K | 0.02% |
| Valmark Advisers, Inc. | 3.50K | Jun 30, 26 | -- | 0.02% |
| Athena Investment Management | 3.35K | Jun 30, 26 | -- | 0.01% |
| Lido Advisors, LLC | 3.34K | Jun 30, 26 | +120 | 0.01% |
| WETZEL INVESTMENT ADVISORS, INC. | 3.33K | Jun 30, 26 | -361 | 0.01% |
| CENTAURUS FINANCIAL, INC. | 3.30K | Jun 30, 26 | -57 | 0.01% |
| PARK AVENUE SECURITIES LLC | 3.27K | Jun 30, 26 | -359 | 0.01% |
| Argos Wealth Advisors, LLC | 3.25K | Jun 30, 26 | -- | 0.01% |
| XCELSIOR ADVISOR PARTNERS LLC | 3.23K | Jun 30, 26 | +3.23K | 0.01% |
| Sensible Money, LLC | 3.21K | Jun 30, 26 | -- | 0.01% |
| Asset Dedication, LLC | 3.21K | Jun 30, 26 | -- | 0.01% |
| Wealth Forward, LLC | 3.17K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.10K | Jun 30, 26 | +203 | 0.01% |
| Union Bancaire Privee, UBP SA | 3.00K | Jun 30, 26 | -- | 0.01% |
| FLOW TRADERS U.S. LLC | 2.97K | Jun 30, 26 | -11.97K | 0.01% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 2.95K | Jun 30, 26 | +1 | 0.01% |
| Black Diamond Financial, LLC | 2.93K | Jun 30, 26 | -- | 0.01% |
| Sigma Planning Corp | 2.93K | Jun 30, 26 | +3 | 0.01% |
| Capital Investment Advisors, LLC | 2.88K | Jun 30, 26 | -- | 0.01% |
| YARGER WEALTH STRATEGIES, LLC | 2.86K | Jun 30, 26 | -- | 0.01% |
| Clearstead Advisors, LLC | 2.85K | Jun 30, 26 | -- | 0.01% |
| Mutual Advisors, LLC | 2.80K | Jun 30, 26 | -- | 0.01% |
| Pointe Capital Management LLC | 2.79K | Jun 30, 26 | -- | 0.01% |
| Fiduciary Alliance LLC | 2.77K | Jun 30, 26 | -- | 0.01% |
| Moors & Cabot, Inc. | 2.66K | Jun 30, 26 | +120 | 0.01% |
| Nuveen, LLC | 2.65K | Jun 30, 26 | +2.65K | 0.01% |
| Clark Asset Management, LLC | 2.63K | Jun 30, 26 | +2.63K | 0.01% |
| Apollon Wealth Management, LLC | 2.58K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Financial Partners, Inc. | 2.52K | Jun 30, 26 | -- | 0.01% |
| ADELL HARRIMAN & CARPENTER INC | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| Royal Capital Wealth Management, LLC | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| Crescent Grove Advisors, LLC | 2.38K | Jun 30, 26 | +2.38K | 0.01% |
| CI Private Wealth, LLC | 2.37K | Jun 30, 26 | +2.37K | 0.01% |
| Prime Capital Investment Advisors, LLC | 2.34K | Jun 30, 26 | -77 | 0.01% |
| Bravera Wealth | 2.33K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.30K | Jun 30, 26 | -37 | 0.01% |
| DAVENPORT & Co LLC | 2.27K | Jun 30, 26 | +2.27K | 0.01% |
| PROMETHIUM ADVISORS,LLC | 2.24K | Jun 30, 26 | +2.24K | 0.01% |
| Interchange Capital Partners, LLC | 2.22K | Jun 30, 26 | -1.20K | 0.01% |
| Pinnacle Financial Group, LLC / IL | 2.22K | Jun 30, 26 | +2.22K | 0.01% |
| Founders Financial Alliance, LLC | 2.19K | Jun 30, 26 | -101 | 0.01% |
| Aptus Capital Advisors, LLC | 2.15K | Jun 30, 26 | -108 | 0.01% |
| GAMMA Investing LLC | 2.12K | Jun 30, 26 | +592 | 0.01% |
| Tower Research Capital LLC (TRC) | 1.87K | Jun 30, 26 | -15.66K | 0.01% |
| NBC SECURITIES, INC. | 1.82K | Jun 30, 26 | -3 | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 1.78K | Jun 30, 26 | +1 | 0.01% |
| Allworth Financial LP | 1.77K | Jun 30, 26 | +25 | 0.01% |
| Mosley Wealth Management | 1.39K | Jun 30, 26 | -7.24K | 0.01% |
| Cypress Capital Management LLC (WY) | 1.33K | Jun 30, 26 | -46 | 0.01% |
| EP Wealth Advisors, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.01% |
| Burk Holdings LLC | 1.23K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 1.21K | Jun 30, 26 | +1.21K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.20K | Jun 30, 26 | -917 | 0.01% |
| Allspring Global Investments Holdings, LLC | 1.05K | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 1.01K | Jun 30, 26 | -- | 0.00% |
| Y.D. More Investments Ltd | 1.00K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Rosenberg Matthew Hamilton | 900 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 850 | Jun 30, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 754 | Jun 30, 26 | +69 | 0.00% |
| Activest Wealth Management | 740 | Jun 30, 26 | +740 | 0.00% |
| AE Wealth Management LLC | 735 | Jun 30, 26 | +126 | 0.00% |
| CENTRAL TRUST Co | 720 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 717 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 677 | Jun 30, 26 | +677 | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 652 | Jun 30, 26 | +2 | 0.00% |
| Parallel Advisors, LLC | 627 | Jun 30, 26 | +1 | 0.00% |
| TD Waterhouse Canada Inc. | 603 | Jun 30, 26 | +603 | 0.00% |
| Smartleaf Asset Management LLC | 583 | Jun 30, 26 | -- | 0.00% |
| 3Chopt Investment Partners, LLC | 580 | Jun 30, 26 | -- | 0.00% |
| High Point Wealth Management, LLC | 544 | Jun 30, 26 | +1 | 0.00% |
| MATHER GROUP, LLC. | 543 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 531 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 500 | Jun 30, 26 | -2.28K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 497 | Jun 30, 26 | -- | 0.00% |
| Swisher Financial Concepts, Inc. | 462 | Jun 30, 26 | -2.08K | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 450 | Jun 30, 26 | -- | 0.00% |
| Merrithew & Thorsten Inc | 425 | Jun 30, 26 | +1 | 0.00% |
| JPL Wealth Management, LLC | 391 | Jun 30, 26 | +391 | 0.00% |
| Highland Investment Advisors LLC | 373 | Jun 30, 26 | +373 | 0.00% |
| Keating Financial Advisory Services, Inc. | 345 | Jun 30, 26 | +171 | 0.00% |
| SOA Wealth Advisors, LLC. | 344 | Jun 30, 26 | +1 | 0.00% |
| Fairscale Capital, LLC | 342 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 340 | Jun 30, 26 | -1.67K | 0.00% |
| Frazier Financial Advisors, LLC | 339 | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 310 | Jun 30, 26 | +91 | 0.00% |
| Strategic Wealth Partners, Ltd. | 300 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 285 | Jun 30, 26 | +285 | 0.00% |
| Johnson Financial Group, Inc. | 273 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 254 | Jun 30, 26 | +140 | 0.00% |
| Newbridge Financial Services Group, Inc. | 253 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 253 | Jun 30, 26 | +70 | 0.00% |
| Hilton Head Capital Partners, LLC | 249 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 240 | Jun 30, 26 | -- | 0.00% |
| Markowski Investments | 239 | Jun 30, 26 | +239 | 0.00% |
| Glen Eagle Advisors, LLC | 216 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 195 | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 189 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 175 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 165 | Jun 30, 26 | -- | 0.00% |
| Monetary Solutions, Ltd | 162 | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 158 | Jun 30, 26 | -- | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 147 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 125 | Jun 30, 26 | -- | 0.00% |
| KERR FINANCIAL PLANNING Corp | 121 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 120 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 105 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 99 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 85 | Jun 30, 26 | -13 | 0.00% |
| LOWE BROCKENBROUGH & CO INC | 69 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 61 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO | 57 | Jun 30, 26 | +57 | 0.00% |
| Washington Trust Advisors, Inc. | 49 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 49 | Jun 30, 26 | -239 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 32 | Jun 30, 26 | +32 | 0.00% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 28 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 24 | Jun 30, 26 | +24 | 0.00% |
| ASSETMARK, INC | 23 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 18 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 18 | Jun 30, 26 | -- | 0.00% |
| PlanVest Financial, Inc | 13 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Parkside Financial Bank & Trust | 1 | Jun 30, 26 | -- | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -525 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -29.57K | -- |
| KKM Financial LLC | -- | Jun 30, 26 | -4.15K | -- |
| EXCEL SECURITIES & ASSOCIATES, INC. | -- | Jun 30, 26 | -2.36K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -56.77K | -- |
| Capital Advisor Network LLC | -- | Jun 30, 26 | -221 | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -50.00K | -- |
| Migdal Insurance & Financial Holdings Ltd. | -- | Jun 30, 26 | -10 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -1.15K | -- |
| Quadrant Private Wealth Management, LLC | -- | Jun 30, 26 | -7.46K | -- |
| RMB Capital Management, LLC | -- | Jun 30, 26 | -26.56K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -126 | -- |
| Accredited Investors Inc. | -- | Jun 30, 26 | -4.18K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -1.50K | -- |
| Wallace Hart LLC | -- | Jun 30, 26 | -38.61K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -98 | -- |
| Sowell Financial Services LLC | -- | Jun 30, 26 | -2.73K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.03K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -2.33K | -- |
| Wealth Preservation Advisors, LLC | -- | Jun 30, 26 | -165 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -287 | -- |
| EVERMAY WEALTH MANAGEMENT LLC | -- | Jun 30, 26 | -153 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -306 | -- |
| Front Row Advisors LLC | -- | Jun 30, 26 | -150 | -- |
| Prostatis Group LLC | -- | Jun 30, 26 | -48.38K | -- |
| Gen-Wealth Partners Inc | -- | Jun 30, 26 | -81 | -- |
| Capital Advisors, Ltd. LLC | -- | Jun 30, 26 | -379 | -- |
| CWM, LLC | 14.11K | Mar 31, 26 | -- | 0.06% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 3.00K | Mar 31, 26 | -1 | 0.01% |
| Charter Oak Capital Management, LLC | 2.52K | Mar 31, 26 | -1.44K | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 2.45K | Mar 31, 26 | -- | 0.01% |
| Sunbelt Securities, Inc. | 1.56K | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 22.92K | Dec 31, 25 | -4.49K | 0.10% |
| Litman Gregory Wealth Management LLC | 14.38K | Dec 31, 25 | -- | 0.06% |
| CIBC Private Wealth Group, LLC | 750 | Dec 31, 25 | +750 | 0.00% |
| New Millennium Group LLC | 60 | Dec 31, 25 | -- | 0.00% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 17.91K | Sep 30, 25 | -- | 0.08% |
| Apexium Financial, LP | 7.98K | Sep 30, 25 | -- | 0.04% |
| AllSquare Wealth Management LLC | 2.41K | Sep 30, 25 | -- | 0.01% |
| SPC Financial, Inc. | 2.25K | Sep 30, 25 | +2.25K | 0.01% |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -3.38K | -- |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -900 | -- |
| Family Firm, Inc. | 31.37K | Jun 30, 25 | -531 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 8.28K | Jun 30, 25 | -565 | 0.04% |
| Atria Wealth Solutions, Inc. | 2.68K | Jun 30, 25 | -501 | 0.01% |
| Marcum Wealth, LLC | 6.16K | Mar 31, 25 | -163 | 0.03% |
| Orion Portfolio Solutions, LLC | 3.11K | Mar 31, 25 | -215 | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 600 | Mar 31, 25 | -- | 0.00% |
| Riggs Capital Management LLC | 4.58K | Dec 31, 24 | +4.58K | 0.02% |
| Private Portfolio Partners LLC | 4.28K | Dec 31, 24 | +1 | 0.02% |
| AlphaMark Advisors, LLC | 1.39K | Dec 31, 24 | -- | 0.01% |
| Cassady Schiller Wealth Management, LLC | 600 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 125 | Dec 31, 24 | +125 | 0.00% |
| Kiely Wealth Advisory Group, Inc. | 27 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 561.69K | Sep 30, 24 | -2.84K | 2.47% |
| Wealthgate Family Office, LLC | 51.92K | Sep 30, 24 | -3.39K | 0.23% |
| Diversified, LLC | 32.76K | Sep 30, 24 | -1.16K | 0.14% |
| Raymond James Financial Services Advisors, Inc. | 26.38K | Sep 30, 24 | -1.19K | 0.12% |
| Source Financial Advisors LLC | 14.27K | Sep 30, 24 | -563 | 0.06% |
| RAYMOND JAMES TRUST N.A. | 3.07K | Sep 30, 24 | -1.17K | 0.01% |
| Aspire Wealth Management Corp | 253 | Sep 30, 24 | -- | 0.00% |
| Family Asset Management, LLC | 132 | Sep 30, 24 | +57 | 0.00% |
| BlackRock Inc. | 35.10K | Jun 30, 24 | +23.83K | 0.15% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 3.66K | Jun 30, 24 | -- | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 634 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 33 | Jun 30, 24 | -1.09K | 0.00% |
| Abbrea Capital, LLC | -- | Jun 30, 24 | -3.52K | -- |
| Cetera Advisor Networks LLC | 27.01K | Mar 31, 24 | +19.40K | 0.12% |
| SUMMIT FINANCIAL GROUP, INC. | 11.93K | Mar 31, 24 | +7.95K | 0.05% |
| Cetera Advisors LLC | 3.81K | Mar 31, 24 | +3.81K | 0.02% |
| FOCUS FINANCIAL NETWORK INC /ADV | 6.02K | Dec 31, 23 | +6.02K | 0.03% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 17.69K | Sep 30, 23 | -1.00K | 0.08% |
| COMERICA SECURITIES,INC. | 2.17K | Sep 30, 23 | -3 | 0.01% |
| WealthOne, LLC | 1.30K | Sep 30, 23 | -- | 0.01% |
| Financial Architects, Inc | 1.50K | Jun 30, 23 | -- | 0.01% |
| Lumature Wealth Partners, LLC | 146 | Jun 30, 23 | -- | 0.00% |
| VALLEY FINANCIAL MANAGEMENT, INC. | -- | Jun 30, 23 | -37.38K | -- |
| Quantitative Advantage, LLC | 58.79K | Mar 31, 23 | -52 | 0.26% |
| LeJeune Puetz Investment Counsel LLC | 1.06K | Mar 31, 23 | +100 | 0.00% |
| Gallagher Benefit Services, Inc. | 2.03K | Dec 31, 22 | +2.03K | 0.01% |
| F3Logic, LLC | 2.03K | Dec 31, 22 | -253 | 0.01% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 311 | Dec 31, 22 | -- | 0.00% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -429 | -- |
| 55I, LLC | 5.51K | Sep 30, 22 | -2.27K | 0.02% |
| Karp Capital Management Corp | 1.65K | Sep 30, 22 | -38 | 0.01% |
| American Portfolios Advisors | 360 | Sep 30, 22 | -- | 0.00% |
| Strategic Asset Management, LLC | 349 | Sep 30, 22 | +1 | 0.00% |
| B. Riley Wealth Management, Inc. | 3.76K | Jun 30, 22 | -150 | 0.02% |
| Private Capital Group, LLC | 314 | Jun 30, 22 | -- | 0.00% |
| EXANE DERIVATIVES | 141 | Jun 30, 22 | -- | 0.00% |
| Karn, Couzens & Associates, Inc. | 6.47K | Mar 31, 22 | +750 | 0.03% |
| NEXT Financial Group, Inc | 1.40K | Dec 31, 21 | +694 | 0.01% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 1.22K | Dec 31, 21 | +1 | 0.01% |
| Carroll Financial Associates, Inc. | 682 | Dec 31, 21 | -3.96K | 0.00% |
| PNC Managed Account Solutions, Inc. | 38.67K | Jun 30, 21 | +38.67K | 0.17% |
| Allegiant Private Advisors, LLC | 15.06K | Jun 30, 21 | +13.40K | 0.07% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 92 | Dec 31, 20 | -5.05K | 0.00% |
| ETRADE Capital Management LLC | 209.99K | Sep 30, 20 | +57.64K | 0.92% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 28.46K | Sep 30, 20 | +3.35K | 0.13% |
| First Allied Advisory Services, Inc. | 15.34K | Sep 30, 20 | +1.12K | 0.07% |
| LifePlan Financial Group, Inc | 10.05K | Sep 30, 20 | +217 | 0.04% |
| TRUEWEALTH LLC | 990 | Jun 30, 20 | -- | 0.00% |
| Lenox Wealth Management, Inc. | 272 | Jun 30, 20 | +272 | 0.00% |
| Squar Milner Financial Services LLC | 1.16K | Mar 31, 20 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 25.50K | Dec 31, 19 | -2.51K | 0.11% |
| Advisor Group, Inc. | 8.30K | Dec 31, 19 | +4.33K | 0.04% |
| BB&T SECURITIES, LLC | 59.42K | Sep 30, 19 | -1.27K | 0.26% |
| SUNTRUST BANKS INC | 16.78K | Sep 30, 19 | -1.23K | 0.07% |
| Guidant Wealth Advisors | 2.99K | Sep 30, 19 | -- | 0.01% |
| HL FINANCIAL SERVICES LLC | 1.63K | Mar 31, 19 | -593 | 0.01% |
| NEXT Financial Holdings | 94 | Mar 31, 19 | +94 | 0.00% |
| Clarfeld Financial Advisors, LLC | 273 | Dec 31, 18 | +273 | 0.00% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1.80K | Sep 30, 18 | -300 | 0.01% |
| BB&T INVESTMENT SERVICES, INC. | 51.28K | Dec 31, 17 | +15.52K | 0.23% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -1.73K | -- |
| RAY GERALD L & ASSOCIATES LTD | 38.27K | Sep 30, 17 | +428 | 0.17% |
| Commonwealth Equity Services, Inc | 19.23K | Jun 30, 17 | +1.32K | 0.08% |
| WFG Advisors, LP | 521 | Jun 30, 17 | +92 | 0.00% |
| FIRST FINANCIAL EQUITY CORPORATION | 4.73K | Mar 31, 17 | +4.73K | 0.02% |
| MSI Financial Services Inc | 5.07K | Dec 31, 16 | -120 | 0.02% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 691 | Sep 30, 16 | +547 | 0.00% |
| SOCIETE GENERALE | 29.40K | Jun 30, 16 | +29.40K | 0.13% |
| Hoxton Financial, Inc. | 101.68K | Mar 31, 16 | -1.55K | 0.45% |
| Carnick & Kubik, LLC | 12.44K | Mar 31, 16 | +558 | 0.05% |
| CITY NATIONAL BANK | 3.54K | Sep 30, 15 | +3.54K | 0.02% |
| NEW ENGLAND SECURITIES CORP /MA/ | 700 | Dec 31, 14 | +50 | 0.00% |
| UBS AG | 105.83K | Sep 30, 14 | +8.12K | 0.47% |
| McAdams Wright Ragen, Inc. | 3.00K | Sep 30, 14 | +3.00K | 0.01% |
| First Allied Securities, Inc. | 1.67K | Jun 30, 12 | -380 | 0.01% |
| NOLLENBERGER CAPITAL PARTNERS INC | -- | Dec 31, 10 | -360 | -- |
| RBC Phillips, Hager & North Investment Counsel Inc. | 220 | Sep 30, 09 | -1.00K | 0.00% |
| RBC TRUSTEES (Jersey) LTD | -- | Sep 30, 09 | -1.40K | -- |
| RBC Dominion Securities Inc. | 1.98K | Dec 31, 08 | +552 | 0.01% |