IYT(IYT)
IYT
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | 3.19M | Mar 31, 26 | +71.50K | 35.65% |
| MORGAN STANLEY | 1.65M | Mar 31, 26 | +787.88K | 18.44% |
| GOLDMAN SACHS GROUP INC | 767.52K | Mar 31, 26 | +365.80K | 8.58% |
| CITIGROUP INC | 604.74K | Mar 31, 26 | +302.28K | 6.76% |
| WELLS FARGO & COMPANY/MN | 436.41K | Mar 31, 26 | +77.16K | 4.88% |
| BANK OF AMERICA CORP /DE/ | 408.58K | Mar 31, 26 | +85.67K | 4.56% |
| BNP PARIBAS ARBITRAGE, SNC | 351.00K | Mar 31, 26 | +886 | 3.92% |
| FIRST FINANCIAL BANKSHARES INC | 287.57K | Mar 31, 26 | -6.35K | 3.21% |
| LPL Financial LLC | 223.92K | Mar 31, 26 | +867 | 2.50% |
| UBS Group AG | 214.15K | Mar 31, 26 | +9.65K | 2.39% |
| BARCLAYS PLC | 200.06K | Mar 31, 26 | -- | 2.24% |
| Bedell Frazier Investment Counseling, LLC | 145.34K | Mar 31, 26 | +1.43K | 1.62% |
| AMERIPRISE FINANCIAL INC | 119.71K | Mar 31, 26 | +13.06K | 1.34% |
| RAYMOND JAMES FINANCIAL INC | 116.19K | Mar 31, 26 | +2.83K | 1.30% |
| J. Goldman & Co LP | 104.57K | Mar 31, 26 | +15.96K | 1.17% |
| CITADEL ADVISORS LLC | 84.87K | Mar 31, 26 | +84.87K | 0.95% |
| ROYAL BANK OF CANADA | 77.25K | Mar 31, 26 | +6.26K | 0.86% |
| Tower Research Capital LLC (TRC) | 66.99K | Mar 31, 26 | +22.93K | 0.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 64.90K | Mar 31, 26 | -5.42K | 0.73% |
| ADVISOR GROUP HOLDINGS, INC. | 54.92K | Mar 31, 26 | +940 | 0.61% |
| Baird Financial Group, Inc. | 46.68K | Mar 31, 26 | +41.34K | 0.52% |
| GRIMES & COMPANY, INC. | 43.13K | Mar 31, 26 | -1.03K | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.52K | Mar 31, 26 | +30.30K | 0.45% |
| McGuire Investment Group, LLC | 38.93K | Mar 31, 26 | -81 | 0.43% |
| Migdal Insurance & Financial Holdings Ltd. | 38.63K | Mar 31, 26 | +38.63K | 0.43% |
| HERBST GROUP, LLC | 38.57K | Mar 31, 26 | +1.20K | 0.43% |
| JONES FINANCIAL COMPANIES LLLP | 32.81K | Mar 31, 26 | +1.77K | 0.37% |
| THRIVENT FINANCIAL FOR LUTHERANS | 28.37K | Mar 31, 26 | +644 | 0.32% |
| STIFEL FINANCIAL CORP | 27.84K | Mar 31, 26 | +19.57K | 0.31% |
| TOTH FINANCIAL ADVISORY CORP | 27.75K | Mar 31, 26 | +4.53K | 0.31% |
| Clarus Wealth Advisors | 27.21K | Mar 31, 26 | +1.84K | 0.30% |
| Cetera Investment Advisers | 24.07K | Mar 31, 26 | +835 | 0.27% |
| Creative Planning | 22.66K | Mar 31, 26 | +887 | 0.25% |
| Indie Asset Partners, LLC | 21.29K | Mar 31, 26 | +5.52K | 0.24% |
| SIG BROKERAGE, LP | 21.09K | Mar 31, 26 | -- | 0.24% |
| JPMORGAN CHASE & CO | 20.51K | Mar 31, 26 | +9.60K | 0.23% |
| Hudson Bay Capital Management LP | 20.01K | Mar 31, 26 | +20.01K | 0.22% |
| NAPLES GLOBAL ADVISORS, LLC | 17.75K | Mar 31, 26 | +462 | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 17.40K | Mar 31, 26 | +568 | 0.19% |
| GTS SECURITIES LLC | 16.49K | Mar 31, 26 | +13.09K | 0.18% |
| Kestra Advisory Services, LLC | 16.48K | Mar 31, 26 | +1.52K | 0.18% |
| Sage Capital Advisors,llc | 15.95K | Mar 31, 26 | +53 | 0.18% |
| LEUTHOLD GROUP, LLC | 15.34K | Mar 31, 26 | -2.69K | 0.17% |
| Massachusetts Wealth Management | 15.32K | Mar 31, 26 | -900 | 0.17% |
| RENAISSANCE TECHNOLOGIES LLC | 14.80K | Mar 31, 26 | +14.80K | 0.17% |
| Prospera Financial Services Inc | 14.01K | Mar 31, 26 | +14.01K | 0.16% |
| Advisory Services Network, LLC | 13.73K | Mar 31, 26 | +13.73K | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.31K | Mar 31, 26 | -645 | 0.15% |
| HighTower Advisors, LLC | 13.27K | Mar 31, 26 | -967 | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.42K | Mar 31, 26 | +6.49K | 0.14% |
| Retirement Planning Co of New England, Inc. | 12.18K | Mar 31, 26 | +82 | 0.14% |
| MMBG INVESTMENT ADVISORS CO. | 11.28K | Mar 31, 26 | -- | 0.13% |
| KKM Financial LLC | 11.26K | Mar 31, 26 | -- | 0.13% |
| Janney Montgomery Scott LLC | 10.99K | Mar 31, 26 | -118 | 0.12% |
| Capital Investment Counsel, Inc | 10.94K | Mar 31, 26 | -650 | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 10.73K | Mar 31, 26 | +1.18K | 0.12% |
| Florin Court Capital LLP | 10.40K | Mar 31, 26 | -37.40K | 0.12% |
| Institute for Wealth Management, LLC. | 10.05K | Mar 31, 26 | +16 | 0.11% |
| Capital Advisors, Ltd. LLC | 9.54K | Mar 31, 26 | -17.69K | 0.11% |
| NewEdge Advisors, LLC | 8.85K | Mar 31, 26 | +50 | 0.10% |
| Coastal Investment Advisors, Inc. | 8.39K | Mar 31, 26 | +8.39K | 0.09% |
| Rockefeller Capital Management L.P. | 8.28K | Mar 31, 26 | +2.81K | 0.09% |
| Private Advisor Group, LLC | 8.08K | Mar 31, 26 | -277 | 0.09% |
| CX Institutional | 7.83K | Mar 31, 26 | +1.32K | 0.09% |
| SAXON INTERESTS, INC. | 7.75K | Mar 31, 26 | -- | 0.09% |
| MARSHALL WACE, LLP | 7.70K | Mar 31, 26 | -2.37K | 0.09% |
| Sanctuary Advisors, LLC | 7.51K | Mar 31, 26 | -1.96K | 0.08% |
| Cerity Partners LLC | 7.35K | Mar 31, 26 | +2.35K | 0.08% |
| FMR LLC | 7.12K | Mar 31, 26 | +1.54K | 0.08% |
| GARRISON POINT ADVISORS, LLC | 7.08K | Mar 31, 26 | -- | 0.08% |
| Merit Financial Group, LLC | 7.01K | Mar 31, 26 | -- | 0.08% |
| PFG Investments, LLC | 7.00K | Mar 31, 26 | +1.87K | 0.08% |
| Intrepid Financial Planning Group LLC | 6.96K | Mar 31, 26 | -60 | 0.08% |
| TRUIST FINANCIAL CORP | 6.27K | Mar 31, 26 | -1.58K | 0.07% |
| Total Wealth Planning & Management, Inc. | 6.21K | Mar 31, 26 | +1.03K | 0.07% |
| Spruce Point Capital Management, LLC | 6.20K | Mar 31, 26 | -2.30K | 0.07% |
| Equitable Holdings, Inc. | 6.20K | Mar 31, 26 | +267 | 0.07% |
| Waverly Advisors, LLC | 6.06K | Mar 31, 26 | -89 | 0.07% |
| Davis Investment Partners, LLC | 6.00K | Mar 31, 26 | -- | 0.07% |
| Beacon Pointe Advisors, LLC | 5.89K | Mar 31, 26 | -1.04K | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.76K | Mar 31, 26 | -1.74K | 0.06% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.69K | Mar 31, 26 | -1.18K | 0.06% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 5.60K | Mar 31, 26 | -- | 0.06% |
| Phillips Wealth Planners LLC | 5.43K | Mar 31, 26 | +5.43K | 0.06% |
| PATTEN & PATTEN INC/TN | 5.40K | Mar 31, 26 | -- | 0.06% |
| Savvy Advisors, Inc. | 5.27K | Mar 31, 26 | +5.27K | 0.06% |
| FLOW TRADERS U.S. LLC | 5.24K | Mar 31, 26 | +5.24K | 0.06% |
| Meridian Wealth Management, LLC | 5.10K | Mar 31, 26 | -- | 0.06% |
| Midwest Trust Co | 4.96K | Mar 31, 26 | -- | 0.06% |
| Fortis Group Advisors, LLC | 4.77K | Mar 31, 26 | -43 | 0.05% |
| WP Advisors, LLC | 4.54K | Mar 31, 26 | -388 | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 4.37K | Mar 31, 26 | +271 | 0.05% |
| Colony Group, LLC | 4.36K | Mar 31, 26 | -776 | 0.05% |
| Summit Financial, LLC | 4.18K | Mar 31, 26 | +8 | 0.05% |
| OPPENHEIMER & CO INC | 4.16K | Mar 31, 26 | +46 | 0.05% |
| KCM INVESTMENT ADVISORS LLC | 4.13K | Mar 31, 26 | -- | 0.05% |
| Evergreen Wealth Solutions, LLC | 4.10K | Mar 31, 26 | +4.10K | 0.05% |
| JANE STREET GROUP, LLC | 3.92K | Mar 31, 26 | -11.19K | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 3.92K | Mar 31, 26 | +11 | 0.04% |
| Valmark Advisers, Inc. | 3.77K | Mar 31, 26 | -14 | 0.04% |
| MML INVESTORS SERVICES, LLC | 3.71K | Mar 31, 26 | -574 | 0.04% |
| Capital Wealth Planning, LLC | 3.67K | Mar 31, 26 | +3.67K | 0.04% |
| Commonwealth Retirement Investments LLC | 3.61K | Mar 31, 26 | -7.28K | 0.04% |
| Private Wealth Advisors, LLC | 3.55K | Mar 31, 26 | -7 | 0.04% |
| Western Wealth Management, LLC | 3.53K | Mar 31, 26 | +3.53K | 0.04% |
| CreativeOne Wealth, LLC | 3.36K | Mar 31, 26 | -- | 0.04% |
| Focus Financial Network, Inc. | 3.30K | Mar 31, 26 | -945 | 0.04% |
| HOWE & RUSLING INC | 3.24K | Mar 31, 26 | -- | 0.04% |
| Ellis Investment Partners, LLC | 3.21K | Mar 31, 26 | +170 | 0.04% |
| FIRST UNITED BANK & TRUST | 3.17K | Mar 31, 26 | -1.35K | 0.04% |
| Geneos Wealth Management Inc. | 3.13K | Mar 31, 26 | -- | 0.03% |
| Quadcap Wealth Management, LLC | 3.04K | Mar 31, 26 | +2 | 0.03% |
| Bramshill Investments, LLC | 3.00K | Mar 31, 26 | +3.00K | 0.03% |
| HBW Advisory Services LLC | 2.95K | Mar 31, 26 | +2.95K | 0.03% |
| CPR Investments Inc. | 2.95K | Mar 31, 26 | +2.95K | 0.03% |
| Concurrent Investment Advisors, LLC | 2.85K | Mar 31, 26 | +2.85K | 0.03% |
| Sovran Advisors, LLC | 2.78K | Mar 31, 26 | -3 | 0.03% |
| Belpointe Asset Management LLC | 2.78K | Mar 31, 26 | +2.78K | 0.03% |
| Spire Wealth Management | 2.64K | Mar 31, 26 | +4 | 0.03% |
| PRIVATE TRUST CO NA | 2.46K | Mar 31, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 2.42K | Mar 31, 26 | -15.61K | 0.03% |
| BLAIR WILLIAM & CO/IL | 2.10K | Mar 31, 26 | +2.06K | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.92K | Mar 31, 26 | +1.89K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 1.82K | Mar 31, 26 | +768 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 1.80K | Mar 31, 26 | +75 | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.60K | Mar 31, 26 | -- | 0.02% |
| MATHER GROUP, LLC. | 1.49K | Mar 31, 26 | +1.49K | 0.02% |
| TD Waterhouse Canada Inc. | 1.44K | Mar 31, 26 | +840 | 0.02% |
| MONTAG A & ASSOCIATES INC | 1.24K | Mar 31, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 1.15K | Mar 31, 26 | +1.15K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.12K | Mar 31, 26 | +673 | 0.01% |
| ASSETMARK, INC | 1.03K | Mar 31, 26 | -191 | 0.01% |
| WFA of San Diego, LLC | 1.00K | Mar 31, 26 | -- | 0.01% |
| Parallel Advisors, LLC | 990 | Mar 31, 26 | -- | 0.01% |
| Strategic Wealth Partners, Ltd. | 961 | Mar 31, 26 | -1.28K | 0.01% |
| IFP Advisors, Inc | 900 | Mar 31, 26 | -- | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 888 | Mar 31, 26 | +888 | 0.01% |
| Vermillion Wealth Management, Inc. | 869 | Mar 31, 26 | +3 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 800 | Mar 31, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 608 | Mar 31, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 562 | Mar 31, 26 | -25 | 0.01% |
| MAI Capital Management | 540 | Mar 31, 26 | -- | 0.01% |
| BlackRock, Inc. | 500 | Mar 31, 26 | +500 | 0.01% |
| Cassaday & Co Wealth Management LLC | 500 | Mar 31, 26 | +500 | 0.01% |
| CWM, LLC | 480 | Mar 31, 26 | -- | 0.01% |
| WealthShield Partners, LLC | 432 | Mar 31, 26 | -- | 0.00% |
| Manchester Capital Management LLC | 430 | Mar 31, 26 | +120 | 0.00% |
| North Star Investment Management Corp. | 425 | Mar 31, 26 | -- | 0.00% |
| US BANCORP \DE\ | 415 | Mar 31, 26 | -5 | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 404 | Mar 31, 26 | +404 | 0.00% |
| Cornerstone Planning Group LLC | 384 | Mar 31, 26 | +384 | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 317 | Mar 31, 26 | +1 | 0.00% |
| GROUP ONE TRADING, L.P. | 300 | Mar 31, 26 | +300 | 0.00% |
| ABOUND FINANCIAL, LLC | 292 | Mar 31, 26 | -- | 0.00% |
| Copia Wealth Management | 287 | Mar 31, 26 | +109 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 280 | Mar 31, 26 | -- | 0.00% |
| Allworth Financial LP | 276 | Mar 31, 26 | -204 | 0.00% |
| Clearstead Advisors, LLC | 220 | Mar 31, 26 | +1 | 0.00% |
| Atlantic Union Bankshares Corp | 216 | Mar 31, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 187 | Mar 31, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 184 | Mar 31, 26 | +184 | 0.00% |
| Sunbelt Securities, Inc. | 176 | Mar 31, 26 | +176 | 0.00% |
| Register Financial Advisors LLC | 172 | Mar 31, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 140 | Mar 31, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 138 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 124 | Mar 31, 26 | -1.00K | 0.00% |
| Delos Wealth Advisors, LLC | 84 | Mar 31, 26 | -- | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 80 | Mar 31, 26 | +80 | 0.00% |
| Aptus Capital Advisors, LLC | 80 | Mar 31, 26 | -- | 0.00% |
| AE Wealth Management LLC | 80 | Mar 31, 26 | -- | 0.00% |
| Triumph Capital Management | 80 | Mar 31, 26 | -- | 0.00% |
| Orion Capital Management LLC | 71 | Mar 31, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 60 | Mar 31, 26 | +60 | 0.00% |
| Bogart Wealth, LLC | 58 | Mar 31, 26 | +1 | 0.00% |
| Ronald Blue Trust, Inc. | 44 | Mar 31, 26 | -- | 0.00% |
| Murphy & Mullick Capital Management Corp | 25 | Mar 31, 26 | +25 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 20 | Mar 31, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 16 | Mar 31, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 16 | Mar 31, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 16 | Mar 31, 26 | -- | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 1 | Mar 31, 26 | +1 | 0.00% |
| MILLENNIUM MANAGEMENT LLC | -- | Mar 31, 26 | -111.90K | -- |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | -- | Mar 31, 26 | -18.00K | -- |
| TCTC Holdings, LLC | -- | Mar 31, 26 | -2.20K | -- |
| Squarepoint Ops LLC | -- | Mar 31, 26 | -7.14K | -- |
| Blue Chip Partners, LLC | -- | Mar 31, 26 | -2.85K | -- |
| Quantitative Investment Management, LLC | -- | Mar 31, 26 | -8.09K | -- |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | -- | Mar 31, 26 | -17.57K | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Mar 31, 26 | -2.23K | -- |
| Qube Research & Technologies Ltd | -- | Mar 31, 26 | -8.43K | -- |
| Concord Wealth Partners | -- | Mar 31, 26 | -130 | -- |
| ABLE Financial Group, LLC | -- | Mar 31, 26 | -3.64K | -- |
| SG Americas Securities, LLC | -- | Mar 31, 26 | -91.83K | -- |
| Capital Planning Advisors, LLC | -- | Mar 31, 26 | -14.89K | -- |
| SIMPLEX TRADING, LLC | -- | Mar 31, 26 | -140 | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Mar 31, 26 | -3.26K | -- |
| Cinctive Capital Management LP | -- | Mar 31, 26 | -41.36K | -- |
| NBC SECURITIES, INC. | -- | Mar 31, 26 | -653 | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -27.49K | -- |
| AlphaCore Capital LLC | -- | Mar 31, 26 | -525 | -- |
| D. E. Shaw & Co., Inc. | -- | Mar 31, 26 | -23.94K | -- |
| HRT FINANCIAL LP | -- | Mar 31, 26 | -16.80K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -500 | -- |
| Global Retirement Partners, LLC | 2.01K | Dec 31, 25 | +498 | 0.02% |
| COMERICA BANK | 1.20K | Dec 31, 25 | -273 | 0.01% |
| ORG Partners LLC | 800 | Dec 31, 25 | -- | 0.01% |
| Motiv8 Investments LLC | 100 | Dec 31, 25 | +100 | 0.00% |
| SageView Advisory Group, LLC | 42 | Dec 31, 25 | +42 | 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 | 0.15% |
| Tyler-Stone Wealth Management | 5.34K | Jun 30, 25 | +13 | 0.06% |
| West Coast Financial LLC | 5.00K | Mar 31, 25 | -- | 0.06% |
| Sandy Spring Bank | 216 | Mar 31, 25 | -- | 0.00% |
| Private Portfolio Partners LLC | 8.15K | Dec 31, 24 | -- | 0.09% |
| Carlson Capital Management | 4.92K | Dec 31, 24 | -- | 0.06% |
| Sanctuary Wealth Management, L.L.C. | 595 | Dec 31, 24 | -- | 0.01% |
| WR Wealth Planners, LLC | -- | Dec 31, 24 | -32 | -- |
| RAYMOND JAMES & ASSOCIATES | 30.50K | Sep 30, 24 | -3.35K | 0.34% |
| Raymond James Financial Services Advisors, Inc. | 25.88K | Sep 30, 24 | -2.82K | 0.29% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 7.27K | Jun 30, 24 | +166 | 0.08% |
| EMFO, LLC | 146 | Jun 30, 24 | +38 | 0.00% |
| Cetera Advisors LLC | 14.25K | Mar 31, 24 | +11.48K | 0.16% |
| Cetera Advisor Networks LLC | 10.00K | Mar 31, 24 | +7.57K | 0.11% |
| NORWOOD FINANCIAL CORP | 500 | Mar 31, 24 | +375 | 0.01% |
| 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 | 0.03% |
| FOCUS FINANCIAL NETWORK INC /ADV | 1.68K | Dec 31, 23 | +1.68K | 0.02% |
| 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 | 0.02% |
| American Portfolios Advisors | 1.28K | Sep 30, 22 | -195 | 0.01% |
| 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 | 0.02% |
| MURPHY CAPITAL MANAGEMENT INC | 1.12K | Jun 30, 22 | -1 | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9.77K | Mar 31, 22 | +63 | 0.11% |
| Permit Capital Advisors, LLC | 3.46K | Mar 31, 22 | +3.46K | 0.04% |
| Dixon Hughes Goodman Wealth Advisors LLC | 15 | Mar 31, 22 | -- | 0.00% |
| Crescent Capital Consulting, LLC | 1.00K | Dec 31, 21 | -- | 0.01% |
| REILLY FINANCIAL ADVISORS, LLC | 500 | Dec 31, 21 | -- | 0.01% |
| 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 | 0.02% |
| FormulaFolio Investments, LLC | 20 | Jun 30, 21 | -- | 0.00% |
| Rikoon Group, LLC | 2.00K | Mar 31, 21 | +300 | 0.02% |
| Winslow, Evans & Crocker, Inc. | 1.48K | Dec 31, 20 | +747 | 0.02% |
| First Allied Advisory Services, Inc. | 3.83K | Sep 30, 20 | +1.11K | 0.04% |
| 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 | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.61K | Dec 31, 19 | +669 | 0.05% |
| BUCKINGHAM CAPITAL MANAGEMENT INC | 89.80K | Sep 30, 19 | -- | 1.00% |
| Acorn Advisory Capital L.P. | 10.50K | Sep 30, 19 | +10.50K | 0.12% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 10.03K | Mar 31, 19 | +253 | 0.11% |
| NEXT Financial Holdings | 17 | Mar 31, 19 | +17 | 0.00% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 1.69K | Sep 30, 18 | +1.69K | 0.02% |
| CUE ADVISORY SERVICES, INC. | -- | Sep 30, 18 | -3.71K | -- |
| Cornerstone Financial Partners, LLC | 2.44K | Dec 31, 17 | -71 | 0.03% |
| IFC Holdings Incorporated/FL | 1.80K | Dec 31, 17 | -30 | 0.02% |
| 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 | 0.06% |
| 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 | 0.29% |
| MSI Financial Services Inc | 7.88K | Dec 31, 16 | +1.37K | 0.09% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | -- | Sep 30, 16 | -365 | -- |
| SOCIETE GENERALE | 135.94K | Jun 30, 16 | +135.94K | 1.52% |
| Gupta Wealth Management LLC | 6 | Mar 31, 16 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 939 | Jun 30, 15 | +615 | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -10.06K | -- |
| Placemark Investments, Inc. | 10.39K | Dec 31, 14 | -3.24K | 0.12% |
| COLUMBIA CAPITAL LLC | 3.76K | Dec 31, 14 | -179 | 0.04% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.02K | Dec 31, 14 | +165 | 0.03% |
| UBS AG | 140.83K | Sep 30, 14 | +2.50K | 1.57% |
| Wilmington Trust, National Association | 19.34K | Jun 30, 14 | -409 | 0.22% |
| KMS FINANCIAL SERVICES, INC | 4.38K | Jun 30, 14 | +734 | 0.05% |
| 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 | 2.44% |