iShares U.S. Basic Materials ETF(IYM)

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iShares U.S. Basic Materials ETF(IYM)

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$192.02—

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IYM(IYM)

IYM

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Institutional Ownership

Top 390 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	439.82K	Jun 30, 26	+65.10K	8.14%
USA FINANCIAL FORMULAS	354.53K	Jun 30, 26	+354.53K	6.57%
TWO SIGMA INVESTMENTS, LP	346.80K	Jun 30, 26	+281.00K	6.42%
MORGAN STANLEY	327.51K	Jun 30, 26	+54.58K	6.06%
LPL Financial LLC	238.06K	Jun 30, 26	+67.73K	4.41%
ASSETMARK, INC	152.87K	Jun 30, 26	+152.87K	2.83%
Camarda Financial Advisors, LLC	112.98K	Jun 30, 26	+112.98K	2.09%
COMMERCE BANK	107.22K	Jun 30, 26	-764	1.99%
Foundations Investment Advisors, LLC	92.00K	Jun 30, 26	+92.00K	1.70%
Modern Wealth Management, LLC	91.06K	Jun 30, 26	+91.06K	1.69%
WELLS FARGO & COMPANY/MN	89.50K	Jun 30, 26	-10.70K	1.66%
PRINCIPAL FINANCIAL GROUP INC	89.16K	Jun 30, 26	+31.68K	1.65%
AMERIPRISE FINANCIAL INC	87.00K	Jun 30, 26	+79.50K	1.61%
Cetera Investment Advisers	86.06K	Jun 30, 26	+62.64K	1.59%
UBS Group AG	81.34K	Jun 30, 26	+391	1.51%
Cambridge Investment Research Advisors, Inc.	79.55K	Jun 30, 26	+58.13K	1.47%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	78.71K	Jun 30, 26	+2.59K	1.46%
PGIM Custom Harvest LLC	66.50K	Jun 30, 26	+1.26K	1.23%
ADVISOR GROUP HOLDINGS, INC.	62.41K	Jun 30, 26	+33.91K	1.16%
CoreCap Advisors, LLC	61.50K	Jun 30, 26	+47.01K	1.14%
Three Seasons Wealth, LLC	57.96K	Jun 30, 26	+28.95K	1.07%
BANK OF NOVA SCOTIA	47.20K	Jun 30, 26	-26.91K	0.87%
Farther Finance Advisors, LLC	43.52K	Jun 30, 26	+41.84K	0.81%
Summit Financial Consulting LLC	42.51K	Jun 30, 26	+20.82K	0.79%
First Heartland Consultants, Inc.	39.66K	Jun 30, 26	+38.13K	0.73%
Sharp Financial Services, LLC	39.55K	Jun 30, 26	+39.55K	0.73%
Sumitomo Mitsui Trust Group, Inc.	37.06K	Jun 30, 26	+37.06K	0.69%
GOLDMAN SACHS GROUP INC	35.35K	Jun 30, 26	+1	0.65%
ROYAL BANK OF CANADA	35.03K	Jun 30, 26	+1.33K	0.65%
INDEPENDENT FINANCIAL GROUP, LLC	33.17K	Jun 30, 26	+31.94K	0.61%
CENTAURUS FINANCIAL, INC.	28.56K	Jun 30, 26	+28.56K	0.53%
Gerald Baker Financial Group LLC	27.87K	Jun 30, 26	+382	0.52%
RAYMOND JAMES FINANCIAL INC	26.11K	Jun 30, 26	+1.16K	0.48%
Conservest Capital Advisors, Inc.	25.90K	Jun 30, 26	+6.24K	0.48%
Rockefeller Capital Management L.P.	24.83K	Jun 30, 26	+13.24K	0.46%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.00K	Jun 30, 26	-15.82K	0.44%
COMMONWEALTH EQUITY SERVICES, LLC	23.66K	Jun 30, 26	-2.56K	0.44%
ENVESTNET ASSET MANAGEMENT INC	23.63K	Jun 30, 26	+15.21K	0.44%
Stratos Wealth Partners, LTD.	20.95K	Jun 30, 26	+19.67K	0.39%
Integrated Advisors Network LLC	20.13K	Jun 30, 26	+18.59K	0.37%
Equitable Holdings, Inc.	19.86K	Jun 30, 26	+13.60K	0.37%
GTS SECURITIES LLC	19.16K	Jun 30, 26	+15.52K	0.35%
MML INVESTORS SERVICES, LLC	18.52K	Jun 30, 26	-325	0.34%
CITADEL ADVISORS LLC	17.84K	Jun 30, 26	+17.84K	0.33%
Financial Planning Fort Collins, LLC	17.17K	Jun 30, 26	+52	0.32%
Steward Partners Investment Advisory, LLC	15.15K	Jun 30, 26	+59	0.28%
JPMORGAN CHASE & CO	14.78K	Jun 30, 26	-1.30M	0.27%
Sanctuary Advisors, LLC	14.65K	Jun 30, 26	+967	0.27%
Colony Group, LLC	14.64K	Jun 30, 26	+388	0.27%
Lifestyle Asset Management, Inc.	14.47K	Jun 30, 26	+10.64K	0.27%
HighTower Advisors, LLC	14.15K	Jun 30, 26	+503	0.26%
EXCHANGE TRADED CONCEPTS, LLC	14.12K	Jun 30, 26	+14.12K	0.26%
Horizon Investments, LLC	14.12K	Jun 30, 26	+14.12K	0.26%
Atria Investments, Inc	13.67K	Jun 30, 26	+13.67K	0.25%
Wealthstar Advisors, LLC	12.04K	Jun 30, 26	+1.05K	0.22%
Counterweight Ventures, LLC	11.68K	Jun 30, 26	-149	0.22%
Pathway Financial Advisors LLC	10.64K	Jun 30, 26	-435	0.20%
Buck Wealth Strategies, LLC	10.56K	Jun 30, 26	+5.70K	0.20%
Miracle Mile Advisors, LLC	10.40K	Jun 30, 26	+2.91K	0.19%
Legacy Wealth Partners, LLC	9.21K	Jun 30, 26	+9.21K	0.17%
BANK OF MONTREAL /CAN/	9.10K	Jun 30, 26	--	0.17%
Keystone Financial Group	8.99K	Jun 30, 26	+8.99K	0.17%
First Citizens Financial Corp	8.85K	Jun 30, 26	-76	0.16%
Harvest Investment Services, LLC	8.84K	Jun 30, 26	+8.84K	0.16%
HSBC HOLDINGS PLC	8.82K	Jun 30, 26	+8.82K	0.16%
CI Private Wealth, LLC	8.34K	Jun 30, 26	-177	0.15%
Merit Financial Group, LLC	8.26K	Jun 30, 26	+8.26K	0.15%
Navis Wealth Advisors, LLC	8.14K	Jun 30, 26	+21	0.15%
Gladstone Institutional Advisory LLC	7.79K	Jun 30, 26	-306	0.14%
Balboa Wealth Partners	7.36K	Jun 30, 26	+7.36K	0.14%
Private Advisor Group, LLC	7.36K	Jun 30, 26	-582	0.14%
Tower Research Capital LLC (TRC)	6.93K	Jun 30, 26	+6.93K	0.13%
HARBOUR INVESTMENTS, INC.	6.70K	Jun 30, 26	+6.27K	0.12%
JONES FINANCIAL COMPANIES LLLP	6.60K	Jun 30, 26	+1.30K	0.12%
HARMONY ASSET MANAGEMENT LLC	6.37K	Jun 30, 26	+1.28K	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	6.35K	Jun 30, 26	-167	0.12%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT	6.25K	Jun 30, 26	-5.40K	0.12%
BARTLETT & CO. WEALTH MANAGEMENT LLC	5.96K	Jun 30, 26	+197	0.11%
ROBERTS GLORE & CO INC /IL/	5.87K	Jun 30, 26	--	0.11%
Astoria Portfolio Advisors LLC.	5.31K	Jun 30, 26	+1.05K	0.10%
BLAIR WILLIAM & CO/IL	5.19K	Jun 30, 26	+766	0.10%
Kestra Advisory Services, LLC	5.03K	Jun 30, 26	-1.46K	0.09%
Mesirow Financial Investment Management, Inc.	5.01K	Jun 30, 26	+1	0.09%
AdvisorNet Financial, Inc	4.99K	Jun 30, 26	+4.95K	0.09%
PARK AVENUE SECURITIES LLC	4.94K	Jun 30, 26	+1.17K	0.09%
Beacon Pointe Advisors, LLC	4.92K	Jun 30, 26	-1.49K	0.09%
PNC FINANCIAL SERVICES GROUP, INC.	4.83K	Jun 30, 26	--	0.09%
VisionPoint Advisory Group, LLC	4.79K	Jun 30, 26	+4.79K	0.09%
Mutual Advisors, LLC	4.64K	Jun 30, 26	-4.04K	0.09%
STIFEL FINANCIAL CORP	4.62K	Jun 30, 26	-2.37K	0.09%
Nikulski Financial, Inc.	4.56K	Jun 30, 26	+4.56K	0.08%
FMR LLC	4.51K	Jun 30, 26	-15	0.08%
Wealth Management Partners, LLC	4.51K	Jun 30, 26	+99	0.08%
Blue Line Capital, LLC / IL	4.25K	Jun 30, 26	+303	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.16K	Jun 30, 26	-184	0.08%
Simmons Bank	3.95K	Jun 30, 26	-46	0.07%
True Freedom Investing, LLC	3.89K	Jun 30, 26	-1.20K	0.07%
Beaumont Capital Management, LLC	3.85K	Jun 30, 26	+3.85K	0.07%
CITIGROUP INC	3.67K	Jun 30, 26	-96	0.07%
Geneos Wealth Management Inc.	3.62K	Jun 30, 26	+1	0.07%
FORVIS Wealth Advisors, LLC	3.60K	Jun 30, 26	--	0.07%
COTTONWOOD CAPITAL ADVISORS, LLC	3.60K	Jun 30, 26	-11	0.07%
Dakota Wealth Management	3.50K	Jun 30, 26	--	0.06%
Empirical Asset Management, LLC	3.47K	Jun 30, 26	--	0.06%
D. E. Shaw & Co., Inc.	3.39K	Jun 30, 26	+3.39K	0.06%
Point72 Asset Management, L.P.	3.35K	Jun 30, 26	+3.35K	0.06%
Gateway Wealth Partners, LLC	3.33K	Jun 30, 26	+3.33K	0.06%
Essex LLC	3.31K	Jun 30, 26	-229	0.06%
MERCER GLOBAL ADVISORS INC /ADV	3.25K	Jun 30, 26	-694	0.06%
FRANKLIN RESOURCES INC	3.15K	Jun 30, 26	-1.62K	0.06%
Arkadios Wealth Advisors	3.12K	Jun 30, 26	+246	0.06%
RPS ADVISORY SOLUTIONS LLC	3.11K	Jun 30, 26	+501	0.06%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	3.07K	Jun 30, 26	--	0.06%
Smartleaf Asset Management LLC	3.05K	Jun 30, 26	--	0.06%
Evergreen Wealth Solutions, LLC	3.02K	Jun 30, 26	-513	0.06%
Pathstone Holdings, LLC	3.02K	Jun 30, 26	--	0.06%
FIFTH THIRD BANCORP	2.99K	Jun 30, 26	+280	0.06%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	2.92K	Jun 30, 26	--	0.05%
KKM Financial LLC	2.88K	Jun 30, 26	+2.88K	0.05%
Belpointe Asset Management LLC	2.85K	Jun 30, 26	+2.85K	0.05%
NewEdge Advisors, LLC	2.82K	Jun 30, 26	-1.36K	0.05%
Quantinno Capital Management LP	2.80K	Jun 30, 26	-746	0.05%
Coastal Bridge Advisors, LLC	2.77K	Jun 30, 26	--	0.05%
Spire Wealth Management	2.63K	Jun 30, 26	+4	0.05%
FIFTH THIRD SECURITIES, INC.	2.62K	Jun 30, 26	+21	0.05%
HFG Advisors, Inc.	2.58K	Jun 30, 26	--	0.05%
Kesler, Norman & Wride, LLC	2.52K	Jun 30, 26	-41	0.05%
Expressive Wealth LLC	2.47K	Jun 30, 26	+53	0.05%
BTS Asset Management, Inc.	2.44K	Jun 30, 26	+734	0.05%
TUDOR INVESTMENT CORP ET AL	2.43K	Jun 30, 26	+2.43K	0.05%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	2.38K	Jun 30, 26	--	0.04%
Mariner, LLC	2.37K	Jun 30, 26	+36	0.04%
CAPTRUST FINANCIAL ADVISORS	2.33K	Jun 30, 26	-405	0.04%
MAI Capital Management	2.31K	Jun 30, 26	+305	0.04%
Pinkerton Retirement Specialists, LLC	2.27K	Jun 30, 26	+865	0.04%
CreativeOne Wealth, LLC	2.27K	Jun 30, 26	-26	0.04%
Lakeshore Capital Group, Inc.	2.23K	Jun 30, 26	-8	0.04%
Legacy Advisors, LLC	2.19K	Jun 30, 26	+6	0.04%
Advisory Services Network, LLC	2.19K	Jun 30, 26	+499	0.04%
Magnus Financial Group LLC	2.18K	Jun 30, 26	+21	0.04%
Mattern Wealth Management LLC	2.15K	Jun 30, 26	--	0.04%
Clear Creek Financial Management, LLC	2.10K	Jun 30, 26	--	0.04%
Ethos Financial Group, LLC	2.04K	Jun 30, 26	--	0.04%
StoneX Group Inc.	2.03K	Jun 30, 26	-273	0.04%
Ifrah Financial Services, Inc.	1.85K	Jun 30, 26	-7	0.03%
Toroso Investments, LLC	1.76K	Jun 30, 26	+77	0.03%
Snowden Capital Advisors LLC	1.76K	Jun 30, 26	+16	0.03%
IHT Wealth Management, LLC	1.75K	Jun 30, 26	+16	0.03%
Daiwa Securities Group Inc.	1.75K	Jun 30, 26	--	0.03%
Sequoia Financial Advisors, LLC	1.68K	Jun 30, 26	+6	0.03%
Creative Planning	1.67K	Jun 30, 26	-32	0.03%
FOCUSED ALPHA, LLC	1.66K	Jun 30, 26	+1.66K	0.03%
SOUTHERN CAPITAL ADVISORS, LLC	1.66K	Jun 30, 26	+5	0.03%
NorthRock Partners, LLC	1.64K	Jun 30, 26	-431	0.03%
Virtue Capital Management, LLC	1.63K	Jun 30, 26	-179	0.03%
Gilman Hill Asset Management, LLC	1.50K	Jun 30, 26	--	0.03%
Titan Wealth (CI) Ltd	1.50K	Jun 30, 26	--	0.03%
Pinnacle Financial Partners, Inc.	1.46K	Jun 30, 26	+3	0.03%
Trueblood Wealth Management, LLC	1.46K	Jun 30, 26	+3	0.03%
Focus Financial Network, Inc.	1.43K	Jun 30, 26	+1	0.03%
Baird Financial Group, Inc.	1.41K	Jun 30, 26	-26	0.03%
Busey Wealth Management	1.40K	Jun 30, 26	-79	0.03%
EP Wealth Advisors, LLC	1.39K	Jun 30, 26	-96	0.03%
GSA CAPITAL PARTNERS LLP	1.39K	Jun 30, 26	-786	0.03%
Retirement Planning Group	1.39K	Jun 30, 26	-463	0.03%
BRIGHTON JONES LLC	1.37K	Jun 30, 26	--	0.03%
Cardinal Point Capital Management, ULC	1.36K	Jun 30, 26	--	0.03%
Janney Montgomery Scott LLC	1.35K	Jun 30, 26	+25	0.03%
Junk Investment Group, LLC	1.33K	Jun 30, 26	+1	0.02%
NWAM LLC	1.32K	Jun 30, 26	+1.32K	0.02%
OPPENHEIMER & CO INC	1.32K	Jun 30, 26	--	0.02%
JANE STREET GROUP, LLC	1.31K	Jun 30, 26	+1.31K	0.02%
PICTON MAHONEY ASSET MANAGEMENT	1.30K	Jun 30, 26	--	0.02%
STEPHENS INC /AR/	1.29K	Jun 30, 26	--	0.02%
Stonebridge Financial Planning Group, LLC	1.25K	Jun 30, 26	-856	0.02%
Godfrey Financial Associates, Inc.	1.25K	Jun 30, 26	--	0.02%
WealthCare Asset Management, LLC	1.24K	Jun 30, 26	-48.66K	0.02%
Atlas Brown,Inc.	1.24K	Jun 30, 26	+3	0.02%
ESG Planning	1.24K	Jun 30, 26	+3	0.02%
FLC Capital Advisors	1.23K	Jun 30, 26	--	0.02%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	1.22K	Jun 30, 26	--	0.02%
US BANCORP \DE\	1.20K	Jun 30, 26	--	0.02%
Independence Bank of Kentucky	1.18K	Jun 30, 26	+5	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	1.17K	Jun 30, 26	--	0.02%
Lynx Investment Advisory	1.14K	Jun 30, 26	--	0.02%
SCOTIA CAPITAL INC.	1.12K	Jun 30, 26	+1.12K	0.02%
MONTAG A & ASSOCIATES INC	1.00K	Jun 30, 26	--	0.02%
BlackRock, Inc.	930	Jun 30, 26	+153	0.02%
Piscataqua Savings Bank	920	Jun 30, 26	-100	0.02%
IFG Advisory, LLC	918	Jun 30, 26	+918	0.02%
Integrated Wealth Concepts LLC	852	Jun 30, 26	+852	0.02%
WHITTIER TRUST CO OF NEVADA INC	829	Jun 30, 26	--	0.02%
NATIXIS	759	Jun 30, 26	+144	0.01%
Parallel Advisors, LLC	750	Jun 30, 26	+220	0.01%
HUNTINGTON NATIONAL BANK	725	Jun 30, 26	-362	0.01%
Lodestone Wealth Management LLC	642	Jun 30, 26	+37	0.01%
FARMERS & MERCHANTS INVESTMENTS INC	623	Jun 30, 26	+438	0.01%
AMERICAN NATIONAL BANK	617	Jun 30, 26	--	0.01%
Glass Jacobson Investment Advisors llc	600	Jun 30, 26	-414	0.01%
Atlantic Edge Private Wealth Management, LLC	490	Jun 30, 26	--	0.01%
IFP Advisors, Inc	476	Jun 30, 26	--	0.01%
Truvestments Capital LLC	475	Jun 30, 26	--	0.01%
Harel Insurance Investments & Financial Services Ltd.	465	Jun 30, 26	--	0.01%
Cranbrook Wealth Management, LLC	462	Jun 30, 26	--	0.01%
Allworth Financial LP	406	Jun 30, 26	-312	0.01%
EFG International AG	400	Jun 30, 26	--	0.01%
AE Wealth Management LLC	388	Jun 30, 26	-100.90K	0.01%
AlphaCore Capital LLC	387	Jun 30, 26	--	0.01%
Providence Capital Advisors, LLC	376	Jun 30, 26	--	0.01%
CITY HOLDING CO	364	Jun 30, 26	+364	0.01%
Colonial Trust Co / SC	350	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL ADVISORS	313	Jun 30, 26	+313	0.01%
Field & Main Bank	311	Jun 30, 26	-10	0.01%
Capital Investment Advisory Services, LLC	287	Jun 30, 26	+45	0.01%
VIMA LLC	283	Jun 30, 26	+283	0.01%
PRUDENTIAL PLC	260	Jun 30, 26	+260	0.00%
Strive Financial Group ,LLC	254	Jun 30, 26	--	0.00%
Founders Capital Management	250	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	230	Jun 30, 26	-2	0.00%
Rosenberg Matthew Hamilton	230	Jun 30, 26	--	0.00%
BankPlus Trust Department	214	Jun 30, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	206	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	200	Jun 30, 26	--	0.00%
Smithfield Trust Co	200	Jun 30, 26	--	0.00%
Sachetta, LLC	193	Jun 30, 26	-318	0.00%
Regatta Research & Money Management	189	Jun 30, 26	+189	0.00%
New Republic Capital, LLC	180	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	180	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	177	Jun 30, 26	--	0.00%
Abound Wealth Management	176	Jun 30, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	172	Jun 30, 26	+1	0.00%
BRYN MAWR TRUST Co	172	Jun 30, 26	--	0.00%
MYCIO WEALTH PARTNERS, LLC	160	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	160	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	159	Jun 30, 26	+159	0.00%
WEBSTER BANK, N. A.	140	Jun 30, 26	+140	0.00%
1620 INVESTMENT ADVISORS, INC.	130	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	123	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	115	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	112	Jun 30, 26	-1	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	110	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	100	Jun 30, 26	--	0.00%
BankChampaign, National Association	100	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	100	Jun 30, 26	--	0.00%
First Pacific Financial	95	Jun 30, 26	+95	0.00%
Davis Capital Management	88	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	85	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	81	Jun 30, 26	-651	0.00%
Aptus Capital Advisors, LLC	76	Jun 30, 26	+1	0.00%
Oakworth Capital, Inc.	75	Jun 30, 26	+75	0.00%
Clark Wealth Partners	63	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	58	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	55	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	50	Jun 30, 26	+50	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	41	Jun 30, 26	-1.07K	0.00%
Front Row Advisors LLC	40	Jun 30, 26	-70	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	38	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	32	Jun 30, 26	-43	0.00%
SouthState Corp	30	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	30	Jun 30, 26	--	0.00%
Triumph Capital Management	23	Jun 30, 26	-111	0.00%
CX Institutional	23	Jun 30, 26	-23	0.00%
Ronald Blue Trust, Inc.	20	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	17	Jun 30, 26	+17	0.00%
Asset Dedication, LLC	15	Jun 30, 26	+15	0.00%
Aventura Private Wealth, LLC	7	Jun 30, 26	+7	0.00%
Russell Investments Group, Ltd.	7	Jun 30, 26	-20	0.00%
Global Retirement Partners, LLC	6	Jun 30, 26	+6	0.00%
HighMark Wealth Management LLC	6	Jun 30, 26	--	0.00%
PROATHLETE WEALTH MANAGEMENT LLC	3	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	1	Jun 30, 26	+1	0.00%
REAP Financial Group, LLC	1	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	1	Jun 30, 26	--	0.00%
XTX Topco Ltd	--	Jun 30, 26	-1.15K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-1.17K	--
ROMAN BUTLER FULLERTON & CO	--	Jun 30, 26	-1.38K	--
Stratos Wealth Advisors, LLC	--	Jun 30, 26	-5.82K	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-23.02K	--
Fisher Asset Management, LLC	--	Jun 30, 26	-2.08K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.02K	--
Golden State Wealth Management, LLC	--	Jun 30, 26	-72	--
Scientech Research LLC	--	Jun 30, 26	-2.35K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-79.44K	--
MARSHALL WACE, LLP	--	Jun 30, 26	-18.58K	--
MANUFACTURERS LIFE INSURANCE COMPANY, THE	--	Jun 30, 26	-767.52K	--
Independent Advisor Alliance	--	Jun 30, 26	-1.31K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-232	--
Wealthspire Advisors, LLC	--	Jun 30, 26	-2.52K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-20	--
RAM Investment Partners, LLC	--	Jun 30, 26	-1.30K	--
Golden State Equity Partners	--	Jun 30, 26	-225	--
Sound Income Strategies, LLC	--	Jun 30, 26	-55	--
HBW Advisory Services LLC	--	Jun 30, 26	-2.60K	--
Accent Capital Management, LLC	--	Jun 30, 26	-2.41K	--
Vivaldi Capital Management LP	2.27K	Mar 31, 26	+4	0.04%
CWM, LLC	1.64K	Mar 31, 26	+125	0.03%
Parkside Financial Bank & Trust	350	Mar 31, 26	--	0.01%
Anchor Investment Management, LLC	105	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	55	Mar 31, 26	+55	0.00%
Reflection Asset Management	--	Mar 31, 26	-73	--
COMERICA BANK	2.57K	Dec 31, 25	+4	0.05%
CIBC Private Wealth Group, LLC	110	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-625	--
SYNOVUS FINANCIAL CORP	1.46K	Sep 30, 25	+2	0.03%
Atria Wealth Solutions, Inc.	1.44K	Jun 30, 25	+1.44K	0.03%
Family Firm, Inc.	--	Jun 30, 25	-4.45K	--
UNIONVIEW, LLC	4.22K	Dec 31, 24	+19	0.08%
DORCHESTER WEALTH MANAGEMENT Co	--	Dec 31, 24	-1.36K	--
Bray Capital Advisors	--	Dec 31, 24	-4.83K	--
Raymond James Financial Services Advisors, Inc.	10.06K	Sep 30, 24	+1.17K	0.19%
RAYMOND JAMES & ASSOCIATES	6.91K	Sep 30, 24	+229	0.13%
Family Asset Management, LLC	1.58K	Sep 30, 24	-67	0.03%
ICA Group Wealth Management, LLC	70	Jun 30, 24	--	0.00%
BlackRock Inc.	1	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	9.34K	Mar 31, 24	-95	0.17%
Cetera Advisors LLC	8.32K	Mar 31, 24	+1.15K	0.15%
Retirement Group, LLC	6	Mar 31, 24	--	0.00%
Connectus Wealth, LLC	--	Mar 31, 24	-19.07K	--
Cutler Group LLC / CA	--	Mar 31, 24	-100	--
WADE G W & INC	16.23K	Dec 31, 23	-337	0.30%
Bartlett & Co. LLC	2.96K	Dec 31, 23	-456	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	1.48K	Dec 31, 23	+1.48K	0.03%
Milestone Advisory Partners	24.94K	Sep 30, 23	+3.38K	0.46%
COMERICA SECURITIES,INC.	3.09K	Sep 30, 23	+38	0.06%
PATHSTONE FAMILY OFFICE, LLC	3.02K	Sep 30, 23	+3.02K	0.06%
Truadvice, LLC	2.82K	Sep 30, 23	-446	0.05%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	2.00K	Sep 30, 23	-574	0.04%
Sutton Wealth Advisors Inc.	190	Sep 30, 23	--	0.00%
Kalos Management, Inc.	8.66K	Jun 30, 23	+151	0.16%
Veritable, L.P.	3.02K	Jun 30, 23	--	0.06%
BDO Wealth Advisors, LLC	581	Jun 30, 23	--	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-528	--
Barber Financial Group, Inc.	22.13K	Mar 31, 23	+22.13K	0.41%
Ahrens Investment Partners LLC	358	Mar 31, 23	+358	0.01%
ALLSTATE INVESTMENT MANAGEMENT CO	9.48K	Dec 31, 22	+9.48K	0.18%
Burleson & Company, LLC	250	Dec 31, 22	--	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	100	Dec 31, 22	--	0.00%
DOWLING & YAHNKE LLC	10.74K	Sep 30, 22	-33	0.20%
55I, LLC	3.85K	Sep 30, 22	-858	0.07%
ACG Wealth	3.77K	Sep 30, 22	-24	0.07%
Jefferies Group LLC	2.25K	Sep 30, 22	--	0.04%
American Portfolios Advisors	419	Sep 30, 22	+1	0.01%
CPWM, LLC	--	Sep 30, 22	-3.16K	--
Spectrum Management Group, LLC	--	Sep 30, 22	-9.44K	--
MURPHY CAPITAL MANAGEMENT INC	2.56K	Jun 30, 22	--	0.05%
Fieldpoint Private Securities, LLC	1.17K	Jun 30, 22	-15	0.02%
Private Capital Group, LLC	350	Jun 30, 22	--	0.01%
Pinnacle Private Wealth, LLC	--	Jun 30, 22	-1.53K	--
SVB Investment Services Inc.	8.98K	Mar 31, 22	+8.98K	0.17%
NexWave Capital Partners LLC	--	Dec 31, 21	-8.50K	--
CEDAR CAPITAL, LLC	4.05K	Sep 30, 21	-386	0.07%
BBVA USA	60	Sep 30, 21	--	0.00%
Winslow, Evans & Crocker, Inc.	120	Dec 31, 20	+120	0.00%
First Allied Advisory Services, Inc.	24.15K	Sep 30, 20	+24.15K	0.45%
Stearns Financial Services Group	1.25K	Sep 30, 20	+6	0.02%
LifePlan Financial Group, Inc	652	Sep 30, 20	-13	0.01%
Osborn Williams & Donohoe LLC	--	Mar 31, 20	-39.11K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.67K	Dec 31, 19	+12.56K	0.42%
Chapwood Capital Investment Management, LLC	5.58K	Dec 31, 19	+5.58K	0.10%
Advisor Group, Inc.	3.17K	Dec 31, 19	-1.82K	0.06%
NEXT Financial Holdings	951	Mar 31, 19	+951	0.02%
Pathlight Investors LLC	2.33K	Dec 31, 18	+2.33K	0.04%
BREMER TRUST NATIONAL ASSOCIATION	229	Dec 31, 18	+229	0.00%
Vantage Investment Advisors, LLC	45	Sep 30, 18	--	0.00%
NATIONAL PLANNING CORP	89	Dec 31, 17	-3.35K	0.00%
Commonwealth Equity Services, Inc	50.35K	Jun 30, 17	+11.46K	0.93%
Virtu KCG Holdings LLC	11.48K	Jun 30, 17	+550	0.21%
WFG Advisors, LP	100	Jun 30, 17	--	0.00%
FIRST FINANCIAL EQUITY CORPORATION	4.12K	Mar 31, 17	+4.12K	0.08%
LBA Wealth Management, LLC	3.38K	Mar 31, 17	--	0.06%
CT Financial Advisors LLC	761	Mar 31, 17	+2	0.01%
MSI Financial Services Inc	2.57K	Dec 31, 16	-9.10K	0.05%
KANALY TRUST CO	1.19K	Dec 31, 16	+1.19K	0.02%
BlackRock Investment Management, LLC	1.06K	Dec 31, 16	+1.06K	0.02%
VSR Financial Services, Inc.	10.30K	Jun 30, 16	+10.30K	0.19%
Investors Capital Advisory Services	2.83K	Jun 30, 16	+4	0.05%
Fusion Investment Group, LLC	--	Dec 31, 15	-187	--
Aris Wealth Services, Inc.	--	Sep 30, 15	-130	--
STANCORP INVESTMENT ADVISERS INC	203	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	3.19K	Dec 31, 14	-16.78K	0.06%
NEW ENGLAND SECURITIES CORP /MA/	1.13K	Dec 31, 14	-11.88K	0.02%
UBS AG	85.97K	Sep 30, 14	+6.90K	1.59%
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	300	Sep 30, 14	--	0.01%
Jane Street Holding, LLC	--	Dec 31, 13	-182.30K	--
STIFEL NICOLAUS & CO INC \MO\	23.50K	Sep 30, 13	+7.85K	0.44%
KNIGHT CAPITAL GROUP LLC	3.36K	Jun 30, 13	-5.97K	0.06%
First Allied Securities, Inc.	7.30K	Jun 30, 12	-1.44K	0.14%
RAYTHEON CO/	375.98K	Dec 31, 10	+375.98K	6.96%
NOLLENBERGER CAPITAL PARTNERS INC	430	Dec 31, 10	--	0.01%
RBC Dominion Securities Inc.	700	Dec 31, 08	--	0.01%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

439.82K

Jun 30, 26

+65.10K

8.14%

USA FINANCIAL FORMULAS

354.53K

Jun 30, 26

+354.53K

6.57%

TWO SIGMA INVESTMENTS, LP

346.80K

Jun 30, 26

+281.00K

6.42%

MORGAN STANLEY

327.51K

Jun 30, 26

+54.58K

6.06%

LPL Financial LLC

238.06K

Jun 30, 26

+67.73K

4.41%

ASSETMARK, INC

152.87K

Jun 30, 26

+152.87K

2.83%

Camarda Financial Advisors, LLC

112.98K

Jun 30, 26

+112.98K

2.09%

COMMERCE BANK

107.22K

Jun 30, 26

-764

1.99%

Foundations Investment Advisors, LLC

92.00K

Jun 30, 26

+92.00K

1.70%

Modern Wealth Management, LLC

91.06K

Jun 30, 26

+91.06K

1.69%

WELLS FARGO & COMPANY/MN

89.50K

Jun 30, 26

-10.70K

1.66%

PRINCIPAL FINANCIAL GROUP INC

89.16K

Jun 30, 26

+31.68K

1.65%

AMERIPRISE FINANCIAL INC

87.00K

Jun 30, 26

+79.50K

1.61%

Cetera Investment Advisers

86.06K

Jun 30, 26

+62.64K

1.59%

UBS Group AG

81.34K

Jun 30, 26

+391

1.51%

Cambridge Investment Research Advisors, Inc.

79.55K

Jun 30, 26

+58.13K

1.47%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

78.71K

Jun 30, 26

+2.59K

1.46%

PGIM Custom Harvest LLC

66.50K

Jun 30, 26

+1.26K

1.23%

ADVISOR GROUP HOLDINGS, INC.

62.41K

Jun 30, 26

+33.91K

1.16%

CoreCap Advisors, LLC

61.50K

Jun 30, 26

+47.01K

1.14%

Three Seasons Wealth, LLC

57.96K

Jun 30, 26

+28.95K

1.07%

BANK OF NOVA SCOTIA

47.20K

Jun 30, 26

-26.91K

0.87%

Farther Finance Advisors, LLC

43.52K

Jun 30, 26

+41.84K

0.81%

Summit Financial Consulting LLC

42.51K

Jun 30, 26

+20.82K

0.79%

First Heartland Consultants, Inc.

39.66K

Jun 30, 26

+38.13K

0.73%

Sharp Financial Services, LLC

39.55K

Jun 30, 26

+39.55K

0.73%

Sumitomo Mitsui Trust Group, Inc.

37.06K

Jun 30, 26

+37.06K

0.69%

GOLDMAN SACHS GROUP INC

35.35K

Jun 30, 26

0.65%

ROYAL BANK OF CANADA

35.03K

Jun 30, 26

+1.33K

0.65%

INDEPENDENT FINANCIAL GROUP, LLC

33.17K

Jun 30, 26

+31.94K

0.61%

CENTAURUS FINANCIAL, INC.

28.56K

Jun 30, 26

+28.56K

0.53%

Gerald Baker Financial Group LLC

27.87K

Jun 30, 26

+382

0.52%

RAYMOND JAMES FINANCIAL INC

26.11K

Jun 30, 26

+1.16K

0.48%

Conservest Capital Advisors, Inc.

25.90K

Jun 30, 26

+6.24K

0.48%

Rockefeller Capital Management L.P.

24.83K

Jun 30, 26

+13.24K

0.46%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.00K

Jun 30, 26

-15.82K

0.44%

COMMONWEALTH EQUITY SERVICES, LLC

23.66K

Jun 30, 26

-2.56K

0.44%

ENVESTNET ASSET MANAGEMENT INC

23.63K

Jun 30, 26

+15.21K

0.44%

Stratos Wealth Partners, LTD.

20.95K

Jun 30, 26

+19.67K

0.39%

Integrated Advisors Network LLC

20.13K

Jun 30, 26

+18.59K

0.37%

Equitable Holdings, Inc.

19.86K

Jun 30, 26

+13.60K

0.37%

GTS SECURITIES LLC

19.16K

Jun 30, 26

+15.52K

0.35%

MML INVESTORS SERVICES, LLC

18.52K

Jun 30, 26

-325

0.34%

CITADEL ADVISORS LLC

17.84K

Jun 30, 26

+17.84K

0.33%

Financial Planning Fort Collins, LLC

17.17K

Jun 30, 26

+52

0.32%

Steward Partners Investment Advisory, LLC

15.15K

Jun 30, 26

+59

0.28%

JPMORGAN CHASE & CO

14.78K

Jun 30, 26

-1.30M

0.27%

Sanctuary Advisors, LLC

14.65K

Jun 30, 26

+967

0.27%

Colony Group, LLC

14.64K

Jun 30, 26

+388

0.27%

Lifestyle Asset Management, Inc.

14.47K

Jun 30, 26

+10.64K

0.27%

HighTower Advisors, LLC

14.15K

Jun 30, 26

+503

0.26%

EXCHANGE TRADED CONCEPTS, LLC

14.12K

Jun 30, 26

+14.12K

0.26%

Horizon Investments, LLC

14.12K

Jun 30, 26

+14.12K

0.26%

Atria Investments, Inc

13.67K

Jun 30, 26

+13.67K

0.25%

Wealthstar Advisors, LLC

12.04K

Jun 30, 26

+1.05K

0.22%

Counterweight Ventures, LLC

11.68K

Jun 30, 26

-149

0.22%

Pathway Financial Advisors LLC

10.64K

Jun 30, 26

-435

0.20%

Buck Wealth Strategies, LLC

10.56K

Jun 30, 26

+5.70K

0.20%

Miracle Mile Advisors, LLC

10.40K

Jun 30, 26

+2.91K

0.19%

Legacy Wealth Partners, LLC

9.21K

Jun 30, 26

+9.21K

0.17%

BANK OF MONTREAL /CAN/

9.10K

Jun 30, 26

0.17%

Keystone Financial Group

8.99K

Jun 30, 26

+8.99K

0.17%

First Citizens Financial Corp

8.85K

Jun 30, 26

-76

0.16%

Harvest Investment Services, LLC

8.84K

Jun 30, 26

+8.84K

0.16%

HSBC HOLDINGS PLC

8.82K

Jun 30, 26

+8.82K

0.16%

CI Private Wealth, LLC

8.34K

Jun 30, 26

-177

0.15%

Merit Financial Group, LLC

8.26K

Jun 30, 26

+8.26K

0.15%

Navis Wealth Advisors, LLC

8.14K

Jun 30, 26

+21

0.15%

Gladstone Institutional Advisory LLC

7.79K

Jun 30, 26

-306

0.14%

Balboa Wealth Partners

7.36K

Jun 30, 26

+7.36K

0.14%

Private Advisor Group, LLC

7.36K

Jun 30, 26

-582

0.14%

Tower Research Capital LLC (TRC)

6.93K

Jun 30, 26

+6.93K

0.13%

HARBOUR INVESTMENTS, INC.

6.70K

Jun 30, 26

+6.27K

0.12%

JONES FINANCIAL COMPANIES LLLP

6.60K

Jun 30, 26

+1.30K

0.12%

HARMONY ASSET MANAGEMENT LLC

6.37K

Jun 30, 26

+1.28K

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

6.35K

Jun 30, 26

-167

0.12%

DISCOVERY CAPITAL MANAGEMENT, LLC / CT

6.25K

Jun 30, 26

-5.40K

0.12%

BARTLETT & CO. WEALTH MANAGEMENT LLC

5.96K

Jun 30, 26

+197

0.11%

ROBERTS GLORE & CO INC /IL/

5.87K

Jun 30, 26

0.11%

Astoria Portfolio Advisors LLC.

5.31K

Jun 30, 26

+1.05K

0.10%

BLAIR WILLIAM & CO/IL

5.19K

Jun 30, 26

+766

0.10%

Kestra Advisory Services, LLC

5.03K

Jun 30, 26

-1.46K

0.09%

Mesirow Financial Investment Management, Inc.

5.01K

Jun 30, 26

0.09%

AdvisorNet Financial, Inc

4.99K

Jun 30, 26

+4.95K

0.09%

PARK AVENUE SECURITIES LLC

4.94K

Jun 30, 26

+1.17K

0.09%

Beacon Pointe Advisors, LLC

4.92K

Jun 30, 26

-1.49K

0.09%

PNC FINANCIAL SERVICES GROUP, INC.

4.83K

Jun 30, 26

0.09%

VisionPoint Advisory Group, LLC

4.79K

Jun 30, 26

+4.79K

0.09%

Mutual Advisors, LLC

4.64K

Jun 30, 26

-4.04K

0.09%

STIFEL FINANCIAL CORP

4.62K

Jun 30, 26

-2.37K

0.09%

Nikulski Financial, Inc.

4.56K

Jun 30, 26

+4.56K

0.08%

FMR LLC

4.51K

Jun 30, 26

-15

0.08%

Wealth Management Partners, LLC

4.51K

Jun 30, 26

+99

0.08%

Blue Line Capital, LLC / IL

4.25K

Jun 30, 26

+303

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.16K

Jun 30, 26

-184

0.08%

Simmons Bank

3.95K

Jun 30, 26

-46

0.07%

True Freedom Investing, LLC

3.89K

Jun 30, 26

-1.20K

0.07%

Beaumont Capital Management, LLC

3.85K

Jun 30, 26

+3.85K

0.07%

CITIGROUP INC

3.67K

Jun 30, 26

-96

0.07%

Geneos Wealth Management Inc.

3.62K

Jun 30, 26

0.07%

FORVIS Wealth Advisors, LLC

3.60K

Jun 30, 26

0.07%

COTTONWOOD CAPITAL ADVISORS, LLC

3.60K

Jun 30, 26

-11

0.07%

Dakota Wealth Management

3.50K

Jun 30, 26

0.06%

Empirical Asset Management, LLC

3.47K

Jun 30, 26

0.06%

D. E. Shaw & Co., Inc.

3.39K

Jun 30, 26

+3.39K

0.06%

Point72 Asset Management, L.P.

3.35K

Jun 30, 26

+3.35K

0.06%

Gateway Wealth Partners, LLC

3.33K

Jun 30, 26

+3.33K

0.06%

Essex LLC

3.31K

Jun 30, 26

-229

0.06%

MERCER GLOBAL ADVISORS INC /ADV

3.25K

Jun 30, 26

-694

0.06%

FRANKLIN RESOURCES INC

3.15K

Jun 30, 26

-1.62K

0.06%

Arkadios Wealth Advisors

3.12K

Jun 30, 26

+246

0.06%

RPS ADVISORY SOLUTIONS LLC

3.11K

Jun 30, 26

+501

0.06%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

3.07K

Jun 30, 26

0.06%

Smartleaf Asset Management LLC

3.05K

Jun 30, 26

0.06%

Evergreen Wealth Solutions, LLC

3.02K

Jun 30, 26

-513

0.06%

Pathstone Holdings, LLC

3.02K

Jun 30, 26

0.06%

FIFTH THIRD BANCORP

2.99K

Jun 30, 26

+280

0.06%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

2.92K

Jun 30, 26

0.05%

KKM Financial LLC

2.88K

Jun 30, 26

+2.88K

0.05%

Belpointe Asset Management LLC

2.85K

Jun 30, 26

+2.85K

0.05%

NewEdge Advisors, LLC

2.82K

Jun 30, 26

-1.36K

0.05%

Quantinno Capital Management LP

2.80K

Jun 30, 26

-746

0.05%

Coastal Bridge Advisors, LLC

2.77K

Jun 30, 26

0.05%

Spire Wealth Management

2.63K

Jun 30, 26

0.05%

FIFTH THIRD SECURITIES, INC.

2.62K

Jun 30, 26

+21

0.05%

HFG Advisors, Inc.

2.58K

Jun 30, 26

0.05%

Kesler, Norman & Wride, LLC

2.52K

Jun 30, 26

-41

0.05%

Expressive Wealth LLC

2.47K

Jun 30, 26

+53

0.05%

BTS Asset Management, Inc.

2.44K

Jun 30, 26

+734

0.05%

TUDOR INVESTMENT CORP ET AL

2.43K

Jun 30, 26

+2.43K

0.05%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

2.38K

Jun 30, 26

0.04%

Mariner, LLC

2.37K

Jun 30, 26

+36

0.04%

CAPTRUST FINANCIAL ADVISORS

2.33K

Jun 30, 26

-405

0.04%

MAI Capital Management

2.31K

Jun 30, 26

+305

0.04%

Pinkerton Retirement Specialists, LLC

2.27K

Jun 30, 26

+865

0.04%

CreativeOne Wealth, LLC

2.27K

Jun 30, 26

-26

0.04%

Lakeshore Capital Group, Inc.

2.23K

Jun 30, 26

-8

0.04%

Legacy Advisors, LLC

2.19K

Jun 30, 26

0.04%

Advisory Services Network, LLC

2.19K

Jun 30, 26

+499

0.04%

Magnus Financial Group LLC

2.18K

Jun 30, 26

+21

0.04%

Mattern Wealth Management LLC

2.15K

Jun 30, 26

0.04%

Clear Creek Financial Management, LLC

2.10K

Jun 30, 26

0.04%

Ethos Financial Group, LLC

2.04K

Jun 30, 26

0.04%

StoneX Group Inc.

2.03K

Jun 30, 26

-273

0.04%

Ifrah Financial Services, Inc.

1.85K

Jun 30, 26

-7

0.03%

Toroso Investments, LLC

1.76K

Jun 30, 26

+77

0.03%

Snowden Capital Advisors LLC

1.76K

Jun 30, 26

+16

0.03%

IHT Wealth Management, LLC

1.75K

Jun 30, 26

+16

0.03%

Daiwa Securities Group Inc.

1.75K

Jun 30, 26

0.03%

Sequoia Financial Advisors, LLC

1.68K

Jun 30, 26

0.03%

Creative Planning

1.67K

Jun 30, 26

-32

0.03%

FOCUSED ALPHA, LLC

1.66K

Jun 30, 26

+1.66K

0.03%

SOUTHERN CAPITAL ADVISORS, LLC

1.66K

Jun 30, 26

0.03%

NorthRock Partners, LLC

1.64K

Jun 30, 26

-431

0.03%

Virtue Capital Management, LLC

1.63K

Jun 30, 26

-179

0.03%

Gilman Hill Asset Management, LLC

1.50K

Jun 30, 26

0.03%

Titan Wealth (CI) Ltd

1.50K

Jun 30, 26

0.03%

Pinnacle Financial Partners, Inc.

1.46K

Jun 30, 26

0.03%

Trueblood Wealth Management, LLC

1.46K

Jun 30, 26

0.03%

Focus Financial Network, Inc.

1.43K

Jun 30, 26

0.03%

Baird Financial Group, Inc.

1.41K

Jun 30, 26

-26

0.03%

Busey Wealth Management

1.40K

Jun 30, 26

-79

0.03%

EP Wealth Advisors, LLC

1.39K

Jun 30, 26

-96

0.03%

GSA CAPITAL PARTNERS LLP

1.39K

Jun 30, 26

-786

0.03%

Retirement Planning Group

1.39K

Jun 30, 26

-463

0.03%

BRIGHTON JONES LLC

1.37K

Jun 30, 26

0.03%

Cardinal Point Capital Management, ULC

1.36K

Jun 30, 26

0.03%

Janney Montgomery Scott LLC

1.35K

Jun 30, 26

+25

0.03%

Junk Investment Group, LLC

1.33K

Jun 30, 26

0.02%

NWAM LLC

1.32K

Jun 30, 26

+1.32K

0.02%

OPPENHEIMER & CO INC

1.32K

Jun 30, 26

0.02%

JANE STREET GROUP, LLC

1.31K

Jun 30, 26

+1.31K

0.02%

PICTON MAHONEY ASSET MANAGEMENT

1.30K

Jun 30, 26

0.02%

STEPHENS INC /AR/

1.29K

Jun 30, 26

0.02%

Stonebridge Financial Planning Group, LLC

1.25K

Jun 30, 26

-856

0.02%

Godfrey Financial Associates, Inc.

1.25K

Jun 30, 26

0.02%

WealthCare Asset Management, LLC

1.24K

Jun 30, 26

-48.66K

0.02%

Atlas Brown,Inc.

1.24K

Jun 30, 26

0.02%

ESG Planning

1.24K

Jun 30, 26

0.02%

FLC Capital Advisors

1.23K

Jun 30, 26

0.02%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

1.22K

Jun 30, 26

0.02%

US BANCORP \DE\

1.20K

Jun 30, 26

0.02%

Independence Bank of Kentucky

1.18K

Jun 30, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

1.17K

Jun 30, 26

0.02%

Lynx Investment Advisory

1.14K

Jun 30, 26

0.02%

SCOTIA CAPITAL INC.

1.12K

Jun 30, 26

+1.12K

0.02%

MONTAG A & ASSOCIATES INC

1.00K

Jun 30, 26

0.02%

BlackRock, Inc.

930

Jun 30, 26

+153

0.02%

Piscataqua Savings Bank

920

Jun 30, 26

-100

0.02%

IFG Advisory, LLC

918

Jun 30, 26

+918

0.02%

Integrated Wealth Concepts LLC

852

Jun 30, 26

+852

0.02%

WHITTIER TRUST CO OF NEVADA INC

829

Jun 30, 26

0.02%

NATIXIS

759

Jun 30, 26

+144

0.01%

Parallel Advisors, LLC

750

Jun 30, 26

+220

0.01%

HUNTINGTON NATIONAL BANK

725

Jun 30, 26

-362

0.01%

Lodestone Wealth Management LLC

642

Jun 30, 26

+37

0.01%

FARMERS & MERCHANTS INVESTMENTS INC

623

Jun 30, 26

+438

0.01%

AMERICAN NATIONAL BANK

617

Jun 30, 26

0.01%

Glass Jacobson Investment Advisors llc

600

Jun 30, 26

-414

0.01%

Atlantic Edge Private Wealth Management, LLC

490

Jun 30, 26

0.01%

IFP Advisors, Inc

476

Jun 30, 26

0.01%

Truvestments Capital LLC

475

Jun 30, 26

0.01%

Harel Insurance Investments & Financial Services Ltd.

465

Jun 30, 26

0.01%

Cranbrook Wealth Management, LLC

462

Jun 30, 26

0.01%

Allworth Financial LP

406

Jun 30, 26

-312

0.01%

EFG International AG

400

Jun 30, 26

0.01%

AE Wealth Management LLC

388

Jun 30, 26

-100.90K

0.01%

AlphaCore Capital LLC

387

Jun 30, 26

0.01%

Providence Capital Advisors, LLC

376

Jun 30, 26

0.01%

CITY HOLDING CO

364

Jun 30, 26

+364

0.01%

Colonial Trust Co / SC

350

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL ADVISORS

313

Jun 30, 26

+313

0.01%

Field & Main Bank

311

Jun 30, 26

-10

0.01%

Capital Investment Advisory Services, LLC

287

Jun 30, 26

+45

0.01%

VIMA LLC

283

Jun 30, 26

+283

0.01%

PRUDENTIAL PLC

260

Jun 30, 26

+260

0.00%

Strive Financial Group ,LLC

254

Jun 30, 26

0.00%

Founders Capital Management

250

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

230

Jun 30, 26

-2

0.00%

Rosenberg Matthew Hamilton

230

Jun 30, 26

0.00%

BankPlus Trust Department

214

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

206

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

200

Jun 30, 26

0.00%

Smithfield Trust Co

200

Jun 30, 26

0.00%

Sachetta, LLC

193

Jun 30, 26

-318

0.00%

Regatta Research & Money Management

189

Jun 30, 26

+189

0.00%

New Republic Capital, LLC

180

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

180

Jun 30, 26

0.00%

NBC SECURITIES, INC.

177

Jun 30, 26

0.00%

Abound Wealth Management

176

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

172

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

172

Jun 30, 26

0.00%

MYCIO WEALTH PARTNERS, LLC

160

Jun 30, 26

0.00%

Westside Investment Management, Inc.

160

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

159

Jun 30, 26

+159

0.00%

WEBSTER BANK, N. A.

140

Jun 30, 26

+140

0.00%

1620 INVESTMENT ADVISORS, INC.

130

Jun 30, 26

0.00%

CENTRAL TRUST Co

123

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

115

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

112

Jun 30, 26

-1

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

110

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

100

Jun 30, 26

0.00%

BankChampaign, National Association

100

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

100

Jun 30, 26

0.00%

First Pacific Financial

Jun 30, 26

+95

0.00%

Davis Capital Management

Jun 30, 26

0.00%

MTM Investment Management, LLC

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

-651

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

0.00%

Oakworth Capital, Inc.

Jun 30, 26

+75

0.00%

Clark Wealth Partners

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+50

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-1.07K

0.00%

Front Row Advisors LLC

Jun 30, 26

-70

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-43

0.00%

SouthState Corp

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

-111

0.00%

CX Institutional

Jun 30, 26

-23

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+17

0.00%

Asset Dedication, LLC

Jun 30, 26

+15

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-20

0.00%

Global Retirement Partners, LLC

Jun 30, 26

0.00%

HighMark Wealth Management LLC

Jun 30, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

0.00%

REAP Financial Group, LLC

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

0.00%

XTX Topco Ltd

Jun 30, 26

-1.15K

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-1.17K

ROMAN BUTLER FULLERTON & CO

Jun 30, 26

-1.38K

Stratos Wealth Advisors, LLC

Jun 30, 26

-5.82K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-23.02K

Fisher Asset Management, LLC

Jun 30, 26

-2.08K

Western Wealth Management, LLC

Jun 30, 26

-1.02K

Golden State Wealth Management, LLC

Jun 30, 26

-72

Scientech Research LLC

Jun 30, 26

-2.35K

Destiny Wealth Partners, LLC

Jun 30, 26

-79.44K

MARSHALL WACE, LLP

Jun 30, 26

-18.58K

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Jun 30, 26

-767.52K

Independent Advisor Alliance

Jun 30, 26

-1.31K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-232

Wealthspire Advisors, LLC

Jun 30, 26

-2.52K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-20

RAM Investment Partners, LLC

Jun 30, 26

-1.30K

Golden State Equity Partners

Jun 30, 26

-225

Sound Income Strategies, LLC

Jun 30, 26

-55

HBW Advisory Services LLC

Jun 30, 26

-2.60K

Accent Capital Management, LLC

Jun 30, 26

-2.41K

Vivaldi Capital Management LP

2.27K

Mar 31, 26

0.04%

CWM, LLC

1.64K

Mar 31, 26

+125

0.03%

Parkside Financial Bank & Trust

350

Mar 31, 26

0.01%

Anchor Investment Management, LLC

105

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

+55

0.00%

Reflection Asset Management

Mar 31, 26

-73

COMERICA BANK

2.57K

Dec 31, 25

0.05%

CIBC Private Wealth Group, LLC

110

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-625

SYNOVUS FINANCIAL CORP

1.46K

Sep 30, 25

0.03%

Atria Wealth Solutions, Inc.

1.44K

Jun 30, 25

+1.44K

0.03%

Family Firm, Inc.

Jun 30, 25

-4.45K

UNIONVIEW, LLC

4.22K

Dec 31, 24

+19

0.08%

DORCHESTER WEALTH MANAGEMENT Co

Dec 31, 24

-1.36K

Bray Capital Advisors

Dec 31, 24

-4.83K

Raymond James Financial Services Advisors, Inc.

10.06K

Sep 30, 24

+1.17K

0.19%

RAYMOND JAMES & ASSOCIATES

6.91K

Sep 30, 24

+229

0.13%

Family Asset Management, LLC

1.58K

Sep 30, 24

-67

0.03%

ICA Group Wealth Management, LLC

Jun 30, 24

0.00%

BlackRock Inc.

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

9.34K

Mar 31, 24

-95

0.17%

Cetera Advisors LLC

8.32K

Mar 31, 24

+1.15K

0.15%

Retirement Group, LLC

Mar 31, 24

0.00%

Connectus Wealth, LLC

Mar 31, 24

-19.07K

Cutler Group LLC / CA

Mar 31, 24

-100

WADE G W & INC

16.23K

Dec 31, 23

-337

0.30%

Bartlett & Co. LLC

2.96K

Dec 31, 23

-456

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

1.48K

Dec 31, 23

+1.48K

0.03%

Milestone Advisory Partners

24.94K

Sep 30, 23

+3.38K

0.46%

COMERICA SECURITIES,INC.

3.09K

Sep 30, 23

+38

0.06%

PATHSTONE FAMILY OFFICE, LLC

3.02K

Sep 30, 23

+3.02K

0.06%

Truadvice, LLC

2.82K

Sep 30, 23

-446

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

2.00K

Sep 30, 23

-574

0.04%

Sutton Wealth Advisors Inc.

190

Sep 30, 23

0.00%

Kalos Management, Inc.

8.66K

Jun 30, 23

+151

0.16%

Veritable, L.P.

3.02K

Jun 30, 23

0.06%

BDO Wealth Advisors, LLC

581

Jun 30, 23

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-528

Barber Financial Group, Inc.

22.13K

Mar 31, 23

+22.13K

0.41%

Ahrens Investment Partners LLC

358

Mar 31, 23

+358

0.01%

ALLSTATE INVESTMENT MANAGEMENT CO

9.48K

Dec 31, 22

+9.48K

0.18%

Burleson & Company, LLC

250

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

100

Dec 31, 22

0.00%

DOWLING & YAHNKE LLC

10.74K

Sep 30, 22

-33

0.20%

55I, LLC

3.85K

Sep 30, 22

-858

0.07%

ACG Wealth

3.77K

Sep 30, 22

-24

0.07%

Jefferies Group LLC

2.25K

Sep 30, 22

0.04%

American Portfolios Advisors

419

Sep 30, 22

0.01%

CPWM, LLC

Sep 30, 22

-3.16K

Spectrum Management Group, LLC

Sep 30, 22

-9.44K

MURPHY CAPITAL MANAGEMENT INC

2.56K

Jun 30, 22

0.05%

Fieldpoint Private Securities, LLC

1.17K

Jun 30, 22

-15

0.02%

Private Capital Group, LLC

350

Jun 30, 22

0.01%

Pinnacle Private Wealth, LLC

Jun 30, 22

-1.53K

SVB Investment Services Inc.

8.98K

Mar 31, 22

+8.98K

0.17%

NexWave Capital Partners LLC

Dec 31, 21

-8.50K

CEDAR CAPITAL, LLC

4.05K

Sep 30, 21

-386

0.07%

BBVA USA

Sep 30, 21

0.00%

Winslow, Evans & Crocker, Inc.

120

Dec 31, 20

+120

0.00%

First Allied Advisory Services, Inc.

24.15K

Sep 30, 20

+24.15K

0.45%

Stearns Financial Services Group

1.25K

Sep 30, 20

0.02%

LifePlan Financial Group, Inc

652

Sep 30, 20

-13

0.01%

Osborn Williams & Donohoe LLC

Mar 31, 20

-39.11K

LADENBURG THALMANN FINANCIAL SERVICES INC.

22.67K

Dec 31, 19

+12.56K

0.42%

Chapwood Capital Investment Management, LLC

5.58K

Dec 31, 19

+5.58K

0.10%

Advisor Group, Inc.

3.17K

Dec 31, 19

-1.82K

0.06%

NEXT Financial Holdings

951

Mar 31, 19

+951

0.02%

Pathlight Investors LLC

2.33K

Dec 31, 18

+2.33K

0.04%

BREMER TRUST NATIONAL ASSOCIATION

229

Dec 31, 18

+229

0.00%

Vantage Investment Advisors, LLC

Sep 30, 18

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-3.35K

0.00%

Commonwealth Equity Services, Inc

50.35K

Jun 30, 17

+11.46K

0.93%

Virtu KCG Holdings LLC

11.48K

Jun 30, 17

+550

0.21%

WFG Advisors, LP

100

Jun 30, 17

0.00%

FIRST FINANCIAL EQUITY CORPORATION

4.12K

Mar 31, 17

+4.12K

0.08%

LBA Wealth Management, LLC

3.38K

Mar 31, 17

0.06%

CT Financial Advisors LLC

761

Mar 31, 17

0.01%

MSI Financial Services Inc

2.57K

Dec 31, 16

-9.10K

0.05%

KANALY TRUST CO

1.19K

Dec 31, 16

+1.19K

0.02%

BlackRock Investment Management, LLC

1.06K

Dec 31, 16

+1.06K

0.02%

VSR Financial Services, Inc.

10.30K

Jun 30, 16

+10.30K

0.19%

Investors Capital Advisory Services

2.83K

Jun 30, 16

0.05%

Fusion Investment Group, LLC

Dec 31, 15

-187

Aris Wealth Services, Inc.

Sep 30, 15

-130

STANCORP INVESTMENT ADVISERS INC

203

Mar 31, 15

0.00%

Placemark Investments, Inc.

3.19K

Dec 31, 14

-16.78K

0.06%

NEW ENGLAND SECURITIES CORP /MA/

1.13K

Dec 31, 14

-11.88K

0.02%

UBS AG

85.97K

Sep 30, 14

+6.90K

1.59%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

300

Sep 30, 14

0.01%

Jane Street Holding, LLC

Dec 31, 13

-182.30K

STIFEL NICOLAUS & CO INC \MO\

23.50K

Sep 30, 13

+7.85K

0.44%

KNIGHT CAPITAL GROUP LLC

3.36K

Jun 30, 13

-5.97K

0.06%

First Allied Securities, Inc.

7.30K

Jun 30, 12

-1.44K

0.14%

RAYTHEON CO/

375.98K

Dec 31, 10

+375.98K

6.96%

NOLLENBERGER CAPITAL PARTNERS INC

430

Dec 31, 10

0.01%

RBC Dominion Securities Inc.

700

Dec 31, 08

0.01%