IYT(IYT)
IYT
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 364 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CX Institutional | 5.04K | Sep 30, 26 | -14 | 0.02% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.72K | Sep 30, 26 | -- | 0.02% |
| Central Pacific Bank - Trust Division | 16 | Sep 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 4.86M | Jun 30, 26 | +4.83M | 18.71% |
| BANK OF AMERICA CORP /DE/ | 2.39M | Jun 30, 26 | +1.98M | 9.22% |
| ENVESTNET ASSET MANAGEMENT INC | 2.30M | Jun 30, 26 | +2.29M | 8.87% |
| RAYMOND JAMES FINANCIAL INC | 1.73M | Jun 30, 26 | +1.62M | 6.67% |
| TRUIST FINANCIAL CORP | 1.45M | Jun 30, 26 | +1.44M | 5.57% |
| WestEnd Advisors, LLC | 1.38M | Jun 30, 26 | +1.38M | 5.33% |
| Janney Montgomery Scott LLC | 1.29M | Jun 30, 26 | +1.28M | 4.96% |
| MORGAN STANLEY | 826.65K | Jun 30, 26 | -824.10K | 3.19% |
| LPL Financial LLC | 589.90K | Jun 30, 26 | +365.98K | 2.27% |
| GOLDMAN SACHS GROUP INC | 576.90K | Jun 30, 26 | -190.63K | 2.22% |
| SNS Financial Group, LLC | 539.23K | Jun 30, 26 | +539.23K | 2.08% |
| WELLS FARGO & COMPANY/MN | 523.60K | Jun 30, 26 | +87.19K | 2.02% |
| VICTORY CAPITAL MANAGEMENT INC | 492.75K | Jun 30, 26 | +492.75K | 1.90% |
| BNP PARIBAS ARBITRAGE, SNC | 400.03K | Jun 30, 26 | +49.03K | 1.54% |
| FIRST FINANCIAL BANKSHARES INC | 290.18K | Jun 30, 26 | +2.61K | 1.12% |
| UBS Group AG | 227.53K | Jun 30, 26 | +13.38K | 0.88% |
| ROYAL BANK OF CANADA | 200.71K | Jun 30, 26 | +123.46K | 0.77% |
| Foundations Investment Advisors, LLC | 200.66K | Jun 30, 26 | +200.66K | 0.77% |
| BARCLAYS PLC | 200.06K | Jun 30, 26 | -- | 0.77% |
| ASSETMARK, INC | 167.40K | Jun 30, 26 | +166.37K | 0.65% |
| STIFEL FINANCIAL CORP | 153.67K | Jun 30, 26 | +125.84K | 0.59% |
| AMERIPRISE FINANCIAL INC | 129.99K | Jun 30, 26 | +10.29K | 0.50% |
| Gimbal Financial | 128.23K | Jun 30, 26 | +128.23K | 0.49% |
| Point72 Asset Management, L.P. | 121.70K | Jun 30, 26 | +121.70K | 0.47% |
| Quadrature Capital Ltd | 116.41K | Jun 30, 26 | +116.41K | 0.45% |
| Cetera Investment Advisers | 91.17K | Jun 30, 26 | +67.09K | 0.35% |
| J. Goldman & Co LP | 84.02K | Jun 30, 26 | -20.55K | 0.32% |
| Concurrent Investment Advisors, LLC | 70.32K | Jun 30, 26 | +67.47K | 0.27% |
| DAVENPORT & Co LLC | 65.79K | Jun 30, 26 | +65.79K | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 60.50K | Jun 30, 26 | -4.40K | 0.23% |
| Qube Research & Technologies Ltd | 59.27K | Jun 30, 26 | +59.27K | 0.23% |
| Rokos Capital Management LLP | 59.10K | Jun 30, 26 | +59.10K | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 58.05K | Jun 30, 26 | +3.13K | 0.22% |
| CITIGROUP INC | 53.02K | Jun 30, 26 | -551.72K | 0.20% |
| Baird Financial Group, Inc. | 47.79K | Jun 30, 26 | +1.12K | 0.18% |
| Sanctuary Advisors, LLC | 45.70K | Jun 30, 26 | +38.18K | 0.18% |
| GRIMES & COMPANY, INC. | 40.71K | Jun 30, 26 | -2.42K | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 39.90K | Jun 30, 26 | +39.10K | 0.15% |
| McGuire Investment Group, LLC | 39.09K | Jun 30, 26 | +162 | 0.15% |
| Migdal Insurance & Financial Holdings Ltd. | 38.63K | Jun 30, 26 | -- | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 37.70K | Jun 30, 26 | +4.89K | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 33.80K | Jun 30, 26 | +19.00K | 0.13% |
| Coastal Bridge Advisors, LLC | 33.08K | Jun 30, 26 | +33.08K | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.49K | Jun 30, 26 | -8.03K | 0.13% |
| TOTH FINANCIAL ADVISORY CORP | 31.99K | Jun 30, 26 | +4.25K | 0.12% |
| Merit Financial Group, LLC | 30.74K | Jun 30, 26 | +23.73K | 0.12% |
| J.W. COLE ADVISORS, INC. | 30.41K | Jun 30, 26 | +30.41K | 0.12% |
| Clarus Wealth Advisors | 30.09K | Jun 30, 26 | +2.88K | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 28.67K | Jun 30, 26 | +305 | 0.11% |
| Atria Investments, Inc | 25.75K | Jun 30, 26 | +25.75K | 0.10% |
| Horizon Investments, LLC | 25.08K | Jun 30, 26 | +25.08K | 0.10% |
| EXCHANGE TRADED CONCEPTS, LLC | 25.08K | Jun 30, 26 | +25.08K | 0.10% |
| NEW WAVE WEALTH ADVISORS LLC | 24.08K | Jun 30, 26 | +24.08K | 0.09% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 24.04K | Jun 30, 26 | +24.04K | 0.09% |
| Florin Court Capital LLP | 23.90K | Jun 30, 26 | +13.50K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 23.46K | Jun 30, 26 | +6.06K | 0.09% |
| Indie Asset Partners, LLC | 22.86K | Jun 30, 26 | +1.57K | 0.09% |
| Advisory Services Network, LLC | 22.65K | Jun 30, 26 | +8.92K | 0.09% |
| BALYASNY ASSET MANAGEMENT L.P. | 21.80K | Jun 30, 26 | +21.80K | 0.08% |
| SIG BROKERAGE, LP | 21.09K | Jun 30, 26 | -- | 0.08% |
| Creative Planning | 20.31K | Jun 30, 26 | -2.35K | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 18.30K | Jun 30, 26 | +550 | 0.07% |
| Kestra Advisory Services, LLC | 18.10K | Jun 30, 26 | +1.63K | 0.07% |
| XTX Topco Ltd | 16.65K | Jun 30, 26 | +16.65K | 0.06% |
| Sage Capital Advisors,llc | 15.97K | Jun 30, 26 | +27 | 0.06% |
| Signature Equity Partners, LLC | 15.89K | Jun 30, 26 | +107 | 0.06% |
| HighTower Advisors, LLC | 15.75K | Jun 30, 26 | +2.49K | 0.06% |
| Massachusetts Wealth Management | 15.27K | Jun 30, 26 | -55 | 0.06% |
| Beacon Pointe Advisors, LLC | 14.67K | Jun 30, 26 | +8.78K | 0.06% |
| LEUTHOLD GROUP, LLC | 14.59K | Jun 30, 26 | -756 | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.92K | Jun 30, 26 | +500 | 0.05% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 12.40K | Jun 30, 26 | +12.40K | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.24K | Jun 30, 26 | -1.07K | 0.05% |
| Simplicity Wealth,LLC | 11.94K | Jun 30, 26 | +11.94K | 0.05% |
| Financial Services Advisory Inc | 11.87K | Jun 30, 26 | +11.87K | 0.05% |
| Retirement Planning Co of New England, Inc. | 11.72K | Jun 30, 26 | -461 | 0.05% |
| Waverly Advisors, LLC | 11.71K | Jun 30, 26 | +5.66K | 0.05% |
| Tower Research Capital LLC (TRC) | 11.68K | Jun 30, 26 | -55.31K | 0.04% |
| AdvisorNet Financial, Inc | 11.52K | Jun 30, 26 | +11.52K | 0.04% |
| MARSHALL WACE, LLP | 11.43K | Jun 30, 26 | +3.73K | 0.04% |
| Ewing Morris & Co. Investment Partners Ltd. | 11.35K | Jun 30, 26 | +11.35K | 0.04% |
| MMBG INVESTMENT ADVISORS CO. | 11.28K | Jun 30, 26 | -- | 0.04% |
| CIBC WORLD MARKET INC. | 11.23K | Jun 30, 26 | +11.23K | 0.04% |
| Rockefeller Capital Management L.P. | 10.62K | Jun 30, 26 | +2.35K | 0.04% |
| Symmetry Investments LP | 10.57K | Jun 30, 26 | +10.57K | 0.04% |
| Squarepoint Ops LLC | 10.55K | Jun 30, 26 | +10.55K | 0.04% |
| Paradigm Financial Partners, LLC | 10.18K | Jun 30, 26 | +10.18K | 0.04% |
| Institute for Wealth Management, LLC. | 10.01K | Jun 30, 26 | -44 | 0.04% |
| Bank of New York Mellon Corp | 9.68K | Jun 30, 26 | +9.68K | 0.04% |
| Capital Advisors, Ltd. LLC | 9.41K | Jun 30, 26 | -125 | 0.04% |
| KKM Financial LLC | 9.27K | Jun 30, 26 | -1.99K | 0.04% |
| Aster Capital Management (DIFC) Ltd | 8.89K | Jun 30, 26 | +8.89K | 0.03% |
| NewEdge Advisors, LLC | 8.85K | Jun 30, 26 | -- | 0.03% |
| Capital Investment Counsel, Inc | 8.82K | Jun 30, 26 | -2.12K | 0.03% |
| GeoWealth Management, LLC | 8.67K | Jun 30, 26 | +8.67K | 0.03% |
| Cerity Partners LLC | 8.66K | Jun 30, 26 | +1.30K | 0.03% |
| FIFTH THIRD BANCORP | 8.23K | Jun 30, 26 | +7.07K | 0.03% |
| Coastal Investment Advisors, Inc. | 8.15K | Jun 30, 26 | -231 | 0.03% |
| TD Waterhouse Canada Inc. | 8.15K | Jun 30, 26 | +6.71K | 0.03% |
| Private Advisor Group, LLC | 8.02K | Jun 30, 26 | -67 | 0.03% |
| SAXON INTERESTS, INC. | 7.75K | Jun 30, 26 | -- | 0.03% |
| PFG Investments, LLC | 7.71K | Jun 30, 26 | +714 | 0.03% |
| Bramshill Investments, LLC | 7.50K | Jun 30, 26 | +4.50K | 0.03% |
| FMR LLC | 7.11K | Jun 30, 26 | -7 | 0.03% |
| MENORA MIVTACHIM HOLDINGS LTD. | 7.00K | Jun 30, 26 | -3.18M | 0.03% |
| GARRISON POINT ADVISORS, LLC | 6.90K | Jun 30, 26 | -184 | 0.03% |
| Intrepid Financial Planning Group LLC | 6.73K | Jun 30, 26 | -230 | 0.03% |
| BAROMETER CAPITAL MANAGEMENT INC. | 6.70K | Jun 30, 26 | +6.70K | 0.03% |
| TRANSCEND CAPITAL ADVISORS, LLC | 6.58K | Jun 30, 26 | +6.58K | 0.03% |
| JANE STREET GROUP, LLC | 6.53K | Jun 30, 26 | +2.60K | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.52K | Jun 30, 26 | +2.60K | 0.03% |
| Total Wealth Planning & Management, Inc. | 6.15K | Jun 30, 26 | -64 | 0.02% |
| Equitable Holdings, Inc. | 6.13K | Jun 30, 26 | -69 | 0.02% |
| Davis Investment Partners, LLC | 6.00K | Jun 30, 26 | -- | 0.02% |
| HARDING LOEVNER LP | 5.79K | Jun 30, 26 | +5.79K | 0.02% |
| HRT FINANCIAL LP | 5.77K | Jun 30, 26 | +5.77K | 0.02% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 5.60K | Jun 30, 26 | -- | 0.02% |
| Catalytic Wealth RIA, LLC | 5.59K | Jun 30, 26 | +5.59K | 0.02% |
| Odyssey Capital Advisors, Inc. | 5.45K | Jun 30, 26 | -203 | 0.02% |
| PATTEN & PATTEN INC/TN | 5.40K | Jun 30, 26 | -- | 0.02% |
| Phillips Wealth Planners LLC | 5.36K | Jun 30, 26 | -72 | 0.02% |
| Capital Wealth Planning, LLC | 5.25K | Jun 30, 26 | +1.59K | 0.02% |
| Savvy Advisors, Inc. | 5.25K | Jun 30, 26 | -17 | 0.02% |
| CULLEN/FROST BANKERS, INC. | 5.19K | Jun 30, 26 | +5.19K | 0.02% |
| HARRELL INVESTMENT PARTNERS, LLC | 5.17K | Jun 30, 26 | +5.17K | 0.02% |
| Meridian Wealth Management, LLC | 5.10K | Jun 30, 26 | -- | 0.02% |
| STEPHENS INC /AR/ | 5.04K | Jun 30, 26 | +5.04K | 0.02% |
| PARK AVENUE SECURITIES LLC | 4.96K | Jun 30, 26 | +4.96K | 0.02% |
| GTS SECURITIES LLC | 4.89K | Jun 30, 26 | -11.60K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.81K | Jun 30, 26 | -950 | 0.02% |
| Midwest Trust Co | 4.76K | Jun 30, 26 | -200 | 0.02% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.72K | Jun 30, 26 | -970 | 0.02% |
| CreativeOne Wealth, LLC | 4.66K | Jun 30, 26 | +1.30K | 0.02% |
| Fortis Group Advisors, LLC | 4.61K | Jun 30, 26 | -163 | 0.02% |
| Capula Management Ltd | 4.59K | Jun 30, 26 | +4.59K | 0.02% |
| Summit Financial, LLC | 4.55K | Jun 30, 26 | +367 | 0.02% |
| MML INVESTORS SERVICES, LLC | 4.39K | Jun 30, 26 | +677 | 0.02% |
| SIMPLEX TRADING, LLC | 4.22K | Jun 30, 26 | +4.22K | 0.02% |
| OPPENHEIMER & CO INC | 4.16K | Jun 30, 26 | -4 | 0.02% |
| KCM INVESTMENT ADVISORS LLC | 4.13K | Jun 30, 26 | +1 | 0.02% |
| Colony Group, LLC | 3.91K | Jun 30, 26 | -449 | 0.02% |
| BRIGHTON JONES LLC | 3.91K | Jun 30, 26 | +3.91K | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 3.80K | Jun 30, 26 | -564 | 0.01% |
| Valmark Advisers, Inc. | 3.77K | Jun 30, 26 | -5 | 0.01% |
| EP Wealth Advisors, LLC | 3.58K | Jun 30, 26 | +3.58K | 0.01% |
| Private Wealth Advisors, LLC | 3.51K | Jun 30, 26 | -46 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 3.47K | Jun 30, 26 | +3.47K | 0.01% |
| Commonwealth Retirement Investments LLC | 3.46K | Jun 30, 26 | -156 | 0.01% |
| Focus Financial Network, Inc. | 3.30K | Jun 30, 26 | -- | 0.01% |
| Belpointe Asset Management LLC | 3.26K | Jun 30, 26 | +483 | 0.01% |
| HOWE & RUSLING INC | 3.24K | Jun 30, 26 | -- | 0.01% |
| Evergreen Wealth Solutions, LLC | 3.23K | Jun 30, 26 | -866 | 0.01% |
| FIRST UNITED BANK & TRUST | 3.13K | Jun 30, 26 | -35 | 0.01% |
| Geneos Wealth Management Inc. | 3.13K | Jun 30, 26 | -- | 0.01% |
| Quadcap Wealth Management, LLC | 3.05K | Jun 30, 26 | +6 | 0.01% |
| Global Retirement Partners, LLC | 3.01K | Jun 30, 26 | +3.01K | 0.01% |
| HBW Advisory Services LLC | 2.92K | Jun 30, 26 | -39 | 0.01% |
| Wealthspire Advisors, LLC | 2.89K | Jun 30, 26 | +2.89K | 0.01% |
| PRIVATE TRUST CO NA | 2.89K | Jun 30, 26 | +432 | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.86K | Jun 30, 26 | +2.86K | 0.01% |
| Sequoia Financial Advisors, LLC | 2.85K | Jun 30, 26 | +2.85K | 0.01% |
| Sovran Advisors, LLC | 2.78K | Jun 30, 26 | -- | 0.01% |
| Ellis Investment Partners, LLC | 2.73K | Jun 30, 26 | -478 | 0.01% |
| Steward Partners Investment Advisory, LLC | 2.67K | Jun 30, 26 | +251 | 0.01% |
| Financial Insights, Inc. | 2.61K | Jun 30, 26 | +2.61K | 0.01% |
| Indivisible Partners | 2.57K | Jun 30, 26 | +2.57K | 0.01% |
| Spire Wealth Management | 2.54K | Jun 30, 26 | -98 | 0.01% |
| MGO ONE SEVEN LLC | 2.54K | Jun 30, 26 | +2.54K | 0.01% |
| WP Advisors, LLC | 2.51K | Jun 30, 26 | -2.03K | 0.01% |
| RB Capital Management, LLC | 2.50K | Jun 30, 26 | +2.50K | 0.01% |
| Runnymede Capital Advisors, Inc. | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| SEARLE & CO. | 2.35K | Jun 30, 26 | +2.35K | 0.01% |
| Portfolio Resources Advisor Group, Inc. | 2.34K | Jun 30, 26 | +2.34K | 0.01% |
| Blue Chip Partners, LLC | 2.33K | Jun 30, 26 | +2.33K | 0.01% |
| Bank of Marin | 2.31K | Jun 30, 26 | +2.31K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.21K | Jun 30, 26 | +388 | 0.01% |
| Integrated Wealth Concepts LLC | 2.15K | Jun 30, 26 | +2.15K | 0.01% |
| BLAIR WILLIAM & CO/IL | 2.15K | Jun 30, 26 | +55 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 1.91K | Jun 30, 26 | +103 | 0.01% |
| LifeSteps Financial, Inc. | 1.85K | Jun 30, 26 | +1.85K | 0.01% |
| MATHER GROUP, LLC. | 1.49K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.48K | Jun 30, 26 | -117 | 0.01% |
| VIMA LLC | 1.41K | Jun 30, 26 | +1.41K | 0.01% |
| MONTAG A & ASSOCIATES INC | 1.24K | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 1.22K | Jun 30, 26 | +1.22K | 0.00% |
| SRS Capital Advisors, Inc. | 1.19K | Jun 30, 26 | +1.07K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.08K | Jun 30, 26 | -40 | 0.00% |
| Timbuktu Capital Management, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| IFP Advisors, Inc | 996 | Jun 30, 26 | +96 | 0.00% |
| Parallel Advisors, LLC | 990 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 891 | Jun 30, 26 | +891 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 888 | Jun 30, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 870 | Jun 30, 26 | +1 | 0.00% |
| Allworth Financial LP | 681 | Jun 30, 26 | +405 | 0.00% |
| IFG Advisory, LLC | 669 | Jun 30, 26 | +669 | 0.00% |
| Capital Investment Advisory Services, LLC | 608 | Jun 30, 26 | -- | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | 571 | Jun 30, 26 | +571 | 0.00% |
| PETERSON WEALTH MANAGEMENT | 570 | Jun 30, 26 | +570 | 0.00% |
| BANK OF MONTREAL /CAN/ | 569 | Jun 30, 26 | +7 | 0.00% |
| Aristotle Capital Management, LLC | 554 | Jun 30, 26 | +554 | 0.00% |
| Allspring Global Investments Holdings, LLC | 510 | Jun 30, 26 | +510 | 0.00% |
| BlackRock, Inc. | 500 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Manchester Capital Management LLC | 430 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 425 | Jun 30, 26 | -- | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 423 | Jun 30, 26 | +423 | 0.00% |
| Cornerstone Planning Group LLC | 403 | Jun 30, 26 | +19 | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 347 | Jun 30, 26 | +347 | 0.00% |
| CoreCap Advisors, LLC | 328 | Jun 30, 26 | +328 | 0.00% |
| US BANCORP \DE\ | 320 | Jun 30, 26 | -95 | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 318 | Jun 30, 26 | +1 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 280 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 264 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 263 | Jun 30, 26 | +263 | 0.00% |
| Copia Wealth Management | 262 | Jun 30, 26 | -25 | 0.00% |
| Strategic Wealth Advisors LLC | 252 | Jun 30, 26 | -- | 0.00% |
| EFG International AG | 250 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 243 | Jun 30, 26 | +56 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 236 | Jun 30, 26 | +236 | 0.00% |
| Clearstead Advisors, LLC | 220 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 216 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 193 | Jun 30, 26 | -768 | 0.00% |
| Rossby Financial, LCC | 174 | Jun 30, 26 | +174 | 0.00% |
| Register Financial Advisors LLC | 172 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 169 | Jun 30, 26 | +89 | 0.00% |
| SHP Wealth Management | 168 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 163 | Jun 30, 26 | +163 | 0.00% |
| Orion Capital Management LLC | 156 | Jun 30, 26 | +85 | 0.00% |
| WealthCollab, LLC | 132 | Jun 30, 26 | +132 | 0.00% |
| HUNTINGTON NATIONAL BANK | 125 | Jun 30, 26 | +125 | 0.00% |
| Pioneer Family Office, LLC | 116 | Jun 30, 26 | +116 | 0.00% |
| Founders Financial Alliance, LLC | 104 | Jun 30, 26 | -34 | 0.00% |
| Concord Wealth Partners | 101 | Jun 30, 26 | +101 | 0.00% |
| MidFirst Bank | 89 | Jun 30, 26 | +89 | 0.00% |
| Delos Wealth Advisors, LLC | 84 | Jun 30, 26 | -- | 0.00% |
| Copeland Capital Management, LLC | 83 | Jun 30, 26 | +83 | 0.00% |
| Glassman Wealth Services | 82 | Jun 30, 26 | +82 | 0.00% |
| Triumph Capital Management | 80 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 80 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 72 | Jun 30, 26 | +72 | 0.00% |
| CITY HOLDING CO | 65 | Jun 30, 26 | +65 | 0.00% |
| Russell Investments Group, Ltd. | 60 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 60 | Jun 30, 26 | -80 | 0.00% |
| Bogart Wealth, LLC | 58 | Jun 30, 26 | -- | 0.00% |
| LONDON CO OF VIRGINIA | 49 | Jun 30, 26 | +49 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44 | Jun 30, 26 | -1.87K | 0.00% |
| Ronald Blue Trust, Inc. | 44 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 35 | Jun 30, 26 | +35 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 27 | Jun 30, 26 | +27 | 0.00% |
| Murphy & Mullick Capital Management Corp | 25 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 25 | Jun 30, 26 | +25 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 16 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 16 | Jun 30, 26 | -- | 0.00% |
| Meramec Financial Planners, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 1 | Jun 30, 26 | -- | 0.00% |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -1.00K | -- |
| Hudson Bay Capital Management LP | -- | Jun 30, 26 | -20.01K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -432 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -3.53K | -- |
| HERBST GROUP, LLC | -- | Jun 30, 26 | -38.57K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -84.87K | -- |
| ABOUND FINANCIAL, LLC | -- | Jun 30, 26 | -292 | -- |
| Spruce Point Capital Management, LLC | -- | Jun 30, 26 | -6.20K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -300 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -540 | -- |
| Golden State Wealth Management, LLC | -- | Jun 30, 26 | -184 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -404 | -- |
| CPR Investments Inc. | -- | Jun 30, 26 | -2.95K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -80 | -- |
| Prospera Financial Services Inc | -- | Jun 30, 26 | -14.01K | -- |
| REDSTONE WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -2.69K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -5.24K | -- |
| Bedell Frazier Investment Counseling, LLC | 145.34K | Mar 31, 26 | +1.43K | 0.56% |
| CWM, LLC | 480 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 176 | Mar 31, 26 | +176 | 0.00% |
| Capital Planning Advisors, LLC | -- | Mar 31, 26 | -14.89K | -- |
| COMERICA BANK | 1.20K | Dec 31, 25 | -273 | 0.00% |
| ORG Partners LLC | 800 | Dec 31, 25 | -- | 0.00% |
| Motiv8 Investments LLC | 100 | Dec 31, 25 | +100 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -120 | -- |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -1.18K | -- |
| Congress Wealth Management LLC / DE / | 13.87K | Jun 30, 25 | +30 | 0.05% |
| Tyler-Stone Wealth Management | 5.34K | Jun 30, 25 | +13 | 0.02% |
| West Coast Financial LLC | 5.00K | Mar 31, 25 | -- | 0.02% |
| Sandy Spring Bank | 216 | Mar 31, 25 | -- | 0.00% |
| Private Portfolio Partners LLC | 8.15K | Dec 31, 24 | -- | 0.03% |
| Carlson Capital Management | 4.92K | Dec 31, 24 | -- | 0.02% |
| Sanctuary Wealth Management, L.L.C. | 595 | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | -- | Dec 31, 24 | -32 | -- |
| RAYMOND JAMES & ASSOCIATES | 30.50K | Sep 30, 24 | -3.35K | 0.12% |
| Raymond James Financial Services Advisors, Inc. | 25.88K | Sep 30, 24 | -2.82K | 0.10% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 7.27K | Jun 30, 24 | +166 | 0.03% |
| EMFO, LLC | 146 | Jun 30, 24 | +38 | 0.00% |
| Cetera Advisors LLC | 14.25K | Mar 31, 24 | +11.48K | 0.05% |
| Cetera Advisor Networks LLC | 10.00K | Mar 31, 24 | +7.57K | 0.04% |
| NORWOOD FINANCIAL CORP | 500 | Mar 31, 24 | +375 | 0.00% |
| Highlander Capital Management, LLC | 400 | Mar 31, 24 | +300 | 0.00% |
| Retirement Group, LLC | 60 | Mar 31, 24 | +45 | 0.00% |
| StrategIQ Financial Group, LLC | 2.33K | Dec 31, 23 | -90 | 0.01% |
| FOCUS FINANCIAL NETWORK INC /ADV | 1.68K | Dec 31, 23 | +1.68K | 0.01% |
| Kistler-Tiffany Companies, LLC | 49 | Jun 30, 23 | -- | 0.00% |
| Capital Directions Investment Advisors, LLC | 80 | Dec 31, 22 | +80 | 0.00% |
| Round Table Services, LLC | 1.63K | Sep 30, 22 | -33.32K | 0.01% |
| American Portfolios Advisors | 1.28K | Sep 30, 22 | -195 | 0.00% |
| Surevest, LLC | 211 | Sep 30, 22 | +1 | 0.00% |
| MUFG Americas Holdings Corp | 25 | Sep 30, 22 | -- | 0.00% |
| Pinz Capital Management, LP | -- | Sep 30, 22 | -6.80K | -- |
| Loveless Wealth Management LLC | 1.53K | Jun 30, 22 | -70 | 0.01% |
| MURPHY CAPITAL MANAGEMENT INC | 1.12K | Jun 30, 22 | -1 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9.77K | Mar 31, 22 | +63 | 0.04% |
| Permit Capital Advisors, LLC | 3.46K | Mar 31, 22 | +3.46K | 0.01% |
| Dixon Hughes Goodman Wealth Advisors LLC | 15 | Mar 31, 22 | -- | 0.00% |
| Crescent Capital Consulting, LLC | 1.00K | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 500 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 115 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 86 | Dec 31, 21 | -- | 0.00% |
| USCA RIA LLC | 1.88K | Jun 30, 21 | +1.88K | 0.01% |
| FormulaFolio Investments, LLC | 20 | Jun 30, 21 | -- | 0.00% |
| Rikoon Group, LLC | 2.00K | Mar 31, 21 | +300 | 0.01% |
| Winslow, Evans & Crocker, Inc. | 1.48K | Dec 31, 20 | +747 | 0.01% |
| First Allied Advisory Services, Inc. | 3.83K | Sep 30, 20 | +1.11K | 0.01% |
| Independence Advisors, LLC | 37 | Sep 30, 20 | -- | 0.00% |
| Watson Rebecca | -- | Sep 30, 20 | -20 | -- |
| TRUEWEALTH LLC | 215 | Jun 30, 20 | +215 | 0.00% |
| Global Financial Private Capital, Inc | -- | Jun 30, 20 | -3 | -- |
| Advisor Group, Inc. | 9.84K | Dec 31, 19 | +2.27K | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.61K | Dec 31, 19 | +669 | 0.02% |
| BUCKINGHAM CAPITAL MANAGEMENT INC | 89.80K | Sep 30, 19 | -- | 0.35% |
| Acorn Advisory Capital L.P. | 10.50K | Sep 30, 19 | +10.50K | 0.04% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 10.03K | Mar 31, 19 | +253 | 0.04% |
| NEXT Financial Holdings | 17 | Mar 31, 19 | +17 | 0.00% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 1.69K | Sep 30, 18 | +1.69K | 0.01% |
| CUE ADVISORY SERVICES, INC. | -- | Sep 30, 18 | -3.71K | -- |
| Cornerstone Financial Partners, LLC | 2.44K | Dec 31, 17 | -71 | 0.01% |
| IFC Holdings Incorporated/FL | 1.80K | Dec 31, 17 | -30 | 0.01% |
| Portfolio Strategies Inc | 340 | Dec 31, 17 | +340 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -2.17K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -1.38K | -- |
| Commonwealth Equity Services, Inc | 5.65K | Jun 30, 17 | -18.99K | 0.02% |
| Independent Portfolio Consultants, Inc. | 116 | Jun 30, 17 | +116 | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -10.94K | -- |
| Braver Wealth Management, LLC | 25.80K | Dec 31, 16 | +25.80K | 0.10% |
| MSI Financial Services Inc | 7.88K | Dec 31, 16 | +1.37K | 0.03% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | -- | Sep 30, 16 | -365 | -- |
| SOCIETE GENERALE | 135.94K | Jun 30, 16 | +135.94K | 0.52% |
| Gupta Wealth Management LLC | 6 | Mar 31, 16 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 939 | Jun 30, 15 | +615 | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -10.06K | -- |
| Placemark Investments, Inc. | 10.39K | Dec 31, 14 | -3.24K | 0.04% |
| COLUMBIA CAPITAL LLC | 3.76K | Dec 31, 14 | -179 | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.02K | Dec 31, 14 | +165 | 0.01% |
| UBS AG | 140.83K | Sep 30, 14 | +2.50K | 0.54% |
| Wilmington Trust, National Association | 19.34K | Jun 30, 14 | -409 | 0.07% |
| KMS FINANCIAL SERVICES, INC | 4.38K | Jun 30, 14 | +734 | 0.02% |
| GLG INC. | -- | Dec 31, 13 | -27.20K | -- |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -11.24K | -- |
| First Allied Securities, Inc. | 410 | Jun 30, 12 | -4.90K | 0.00% |
| RAYTHEON CO/ | 218.08K | Dec 31, 10 | +218.08K | 0.84% |
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