IYY(IYY)
IYY
$185.32—Stale · unknown old
NYSE • Last print unknown ago
$185.32—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 422.36K | Jun 30, 26 | -2.10K | 2.61% |
| LPL Financial LLC | 336.06K | Jun 30, 26 | +31.56K | 2.08% |
| BANK OF AMERICA CORP /DE/ | 248.72K | Jun 30, 26 | -315 | 1.54% |
| Savant Capital, LLC | 154.49K | Jun 30, 26 | -224 | 0.96% |
| PNC FINANCIAL SERVICES GROUP, INC. | 139.99K | Jun 30, 26 | -310 | 0.87% |
| WELLS FARGO & COMPANY/MN | 124.31K | Jun 30, 26 | -4.20K | 0.77% |
| AMERIPRISE FINANCIAL INC | 102.63K | Jun 30, 26 | +61.96K | 0.64% |
| ROYAL BANK OF CANADA | 87.18K | Jun 30, 26 | +9.29K | 0.54% |
| Apella Capital, LLC | 84.33K | Jun 30, 26 | -456 | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 80.78K | Jun 30, 26 | +2.15K | 0.50% |
| Sentinus, LLC | 71.81K | Jun 30, 26 | -3.95K | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 70.74K | Jun 30, 26 | -25.60K | 0.44% |
| Cetera Investment Advisers | 61.83K | Jun 30, 26 | +787 | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 56.27K | Jun 30, 26 | -43.39K | 0.35% |
| UBS Group AG | 54.70K | Jun 30, 26 | -1.82K | 0.34% |
| Kestra Advisory Services, LLC | 47.68K | Jun 30, 26 | -57.80K | 0.30% |
| COFG Advisors, LLC | 44.90K | Jun 30, 26 | +44.90K | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 44.05K | Jun 30, 26 | +506 | 0.27% |
| BANK OF MONTREAL /CAN/ | 40.05K | Jun 30, 26 | -243 | 0.25% |
| Elevation Capital Advisory, LLC | 38.71K | Jun 30, 26 | +38.71K | 0.24% |
| FMR LLC | 38.17K | Jun 30, 26 | +2.18K | 0.24% |
| Creative Planning | 37.74K | Jun 30, 26 | -231 | 0.23% |
| STEINBERGANNA WEALTH MANAGEMENT | 36.27K | Jun 30, 26 | -333 | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35.34K | Jun 30, 26 | -1.03K | 0.22% |
| MAI Capital Management | 33.87K | Jun 30, 26 | +2.58K | 0.21% |
| Bank of New York Mellon Corp | 30.22K | Jun 30, 26 | -7 | 0.19% |
| MONEY CONCEPTS CAPITAL CORP | 29.95K | Jun 30, 26 | +1.59K | 0.19% |
| ASPIRIANT, LLC | 29.74K | Jun 30, 26 | -- | 0.18% |
| ARKANSAS FINANCIAL GROUP, INC. | 29.72K | Jun 30, 26 | +1.74K | 0.18% |
| GOLDMAN SACHS GROUP INC | 29.70K | Jun 30, 26 | +5.20K | 0.18% |
| FIFTH THIRD BANCORP | 29.51K | Jun 30, 26 | -27 | 0.18% |
| Colony Group, LLC | 29.47K | Jun 30, 26 | +29 | 0.18% |
| Merit Financial Group, LLC | 28.75K | Jun 30, 26 | -- | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 25.69K | Jun 30, 26 | +1.48K | 0.16% |
| JPMORGAN CHASE & CO | 25.19K | Jun 30, 26 | +4 | 0.16% |
| DSG Capital Advisors, LLC | 24.80K | Jun 30, 26 | -- | 0.15% |
| First Heartland Consultants, Inc. | 23.50K | Jun 30, 26 | -75 | 0.15% |
| EP Wealth Advisors, LLC | 22.41K | Jun 30, 26 | -120 | 0.14% |
| Asset Advisors Investment Management, LLC | 21.25K | Jun 30, 26 | -800 | 0.13% |
| ASL Financial, LLC | 20.24K | Jun 30, 26 | -150 | 0.13% |
| STIFEL FINANCIAL CORP | 19.85K | Jun 30, 26 | -183 | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 19.75K | Jun 30, 26 | -4.73K | 0.12% |
| Lido Advisors, LLC | 19.59K | Jun 30, 26 | -1.47K | 0.12% |
| RITHOLTZ WEALTH MANAGEMENT | 19.54K | Jun 30, 26 | -2 | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 18.81K | Jun 30, 26 | +5.44K | 0.12% |
| TRUIST FINANCIAL CORP | 18.55K | Jun 30, 26 | -574 | 0.11% |
| Ellis Investment Partners, LLC | 17.60K | Jun 30, 26 | +901 | 0.11% |
| NorthRock Partners, LLC | 16.50K | Jun 30, 26 | -- | 0.10% |
| Sigma Planning Corp | 16.49K | Jun 30, 26 | +169 | 0.10% |
| CITADEL ADVISORS LLC | 16.34K | Jun 30, 26 | +3.35K | 0.10% |
| Steward Partners Investment Advisory, LLC | 15.22K | Jun 30, 26 | -307 | 0.09% |
| Coastal Bridge Advisors, LLC | 14.59K | Jun 30, 26 | -715 | 0.09% |
| HighTower Advisors, LLC | 14.51K | Jun 30, 26 | +200 | 0.09% |
| Finley Financial, LLC | 14.02K | Jun 30, 26 | -1.00K | 0.09% |
| BROWN ADVISORY INC | 12.78K | Jun 30, 26 | +3.78K | 0.08% |
| Stratos Wealth Advisors, LLC | 12.67K | Jun 30, 26 | -527 | 0.08% |
| Greykasell Wealth Strategies, Inc. | 12.17K | Jun 30, 26 | -50 | 0.08% |
| Sage Investment Advisers LLC | 12.11K | Jun 30, 26 | +16 | 0.07% |
| Mariner, LLC | 11.88K | Jun 30, 26 | -1.60K | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 11.05K | Jun 30, 26 | +3.49K | 0.07% |
| Mine & Arao Wealth Creation & Management, LLC. | 10.57K | Jun 30, 26 | -52 | 0.07% |
| Thomasville National Bank | 10.34K | Jun 30, 26 | +10.34K | 0.06% |
| Rockefeller Capital Management L.P. | 10.06K | Jun 30, 26 | +2 | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.96K | Jun 30, 26 | -364 | 0.06% |
| KERR FINANCIAL PLANNING Corp | 9.77K | Jun 30, 26 | -25 | 0.06% |
| Kaydan Wealth Management, Inc. | 9.27K | Jun 30, 26 | -- | 0.06% |
| IHT Wealth Management, LLC | 9.19K | Jun 30, 26 | -17 | 0.06% |
| Kelman-Lazarov, Inc. | 8.84K | Jun 30, 26 | -12 | 0.05% |
| Farther Finance Advisors, LLC | 8.62K | Jun 30, 26 | -75 | 0.05% |
| MML INVESTORS SERVICES, LLC | 8.47K | Jun 30, 26 | +327 | 0.05% |
| FAYEZ SAROFIM & CO | 8.00K | Jun 30, 26 | -- | 0.05% |
| CULLEN/FROST BANKERS, INC. | 7.36K | Jun 30, 26 | +14 | 0.05% |
| Novak & Powell Financial Services, Inc. | 7.33K | Jun 30, 26 | -- | 0.05% |
| Mathes Company, Inc. | 6.90K | Jun 30, 26 | -- | 0.04% |
| Clark Asset Management, LLC | 6.90K | Jun 30, 26 | +3.36K | 0.04% |
| IBEX WEALTH ADVISORS | 6.66K | Jun 30, 26 | +31 | 0.04% |
| NWF Advisory Services Inc. | 6.53K | Jun 30, 26 | -- | 0.04% |
| CORTLAND ASSOCIATES INC/MO | 6.50K | Jun 30, 26 | -- | 0.04% |
| Legacy Capital Group California, Inc. | 6.35K | Jun 30, 26 | +13 | 0.04% |
| Kovitz Investment Group Partners, LLC | 6.35K | Jun 30, 26 | +12 | 0.04% |
| GenWealth Group, Inc. | 6.31K | Jun 30, 26 | -58 | 0.04% |
| Private Advisor Group, LLC | 6.16K | Jun 30, 26 | -18.64K | 0.04% |
| FOUNDERS FINANCIAL SECURITIES LLC | 6.14K | Jun 30, 26 | -62 | 0.04% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 6.14K | Jun 30, 26 | -283 | 0.04% |
| Quantinno Capital Management LP | 6.08K | Jun 30, 26 | +3.25K | 0.04% |
| Equitable Holdings, Inc. | 6.01K | Jun 30, 26 | +342 | 0.04% |
| Waverly Advisors, LLC | 6.00K | Jun 30, 26 | -- | 0.04% |
| CIBC Bancorp USA Inc. | 5.92K | Jun 30, 26 | +50 | 0.04% |
| Resources Investment Advisors, LLC. | 5.86K | Jun 30, 26 | -1 | 0.04% |
| Centric Wealth Management | 5.85K | Jun 30, 26 | -- | 0.04% |
| RIK SAYLOR FINANCIAL, INC. | 5.84K | Jun 30, 26 | -- | 0.04% |
| Bawa N Mallick Trust | 5.75K | Jun 30, 26 | -- | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 5.70K | Jun 30, 26 | -- | 0.04% |
| J.W. COLE ADVISORS, INC. | 5.63K | Jun 30, 26 | +5.63K | 0.03% |
| V2 Financial group LLC | 5.50K | Jun 30, 26 | -- | 0.03% |
| NORTHERN TRUST CORP | 5.43K | Jun 30, 26 | -100 | 0.03% |
| TD Waterhouse Canada Inc. | 5.42K | Jun 30, 26 | -- | 0.03% |
| Riverbend Wealth Management, LLC | 5.40K | Jun 30, 26 | -- | 0.03% |
| Chung Wu Investment Group, LLC | 5.22K | Jun 30, 26 | -2.00K | 0.03% |
| PATTEN & PATTEN INC/TN | 5.11K | Jun 30, 26 | -- | 0.03% |
| Badgley Phelps Wealth Managers, LLC | 4.98K | Jun 30, 26 | -460 | 0.03% |
| CI Private Wealth, LLC | 4.81K | Jun 30, 26 | +535 | 0.03% |
| NEW WAVE WEALTH ADVISORS LLC | 4.80K | Jun 30, 26 | -- | 0.03% |
| Vontobel Holding Ltd. | 4.66K | Jun 30, 26 | +1.82K | 0.03% |
| Janney Montgomery Scott LLC | 4.63K | Jun 30, 26 | +1 | 0.03% |
| Westside Investment Management, Inc. | 4.57K | Jun 30, 26 | +125 | 0.03% |
| Narus Financial Partners, LLC | 4.50K | Jun 30, 26 | -600 | 0.03% |
| Beacon Pointe Advisors, LLC | 4.50K | Jun 30, 26 | -- | 0.03% |
| HighPoint Advisor Group LLC | 4.43K | Jun 30, 26 | -- | 0.03% |
| Pinnacle Financial Partners, Inc. | 4.36K | Jun 30, 26 | -410 | 0.03% |
| Smithfield Trust Co | 4.35K | Jun 30, 26 | -- | 0.03% |
| Daytona Street Capital LLC | 4.24K | Jun 30, 26 | -- | 0.03% |
| BlackRock, Inc. | 4.22K | Jun 30, 26 | +3.23K | 0.03% |
| Baird Financial Group, Inc. | 4.20K | Jun 30, 26 | -- | 0.03% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 4.20K | Jun 30, 26 | +2.40K | 0.03% |
| Mutual Advisors, LLC | 4.15K | Jun 30, 26 | +3 | 0.03% |
| Heritage Investment Group, Inc. | 4.09K | Jun 30, 26 | -- | 0.03% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 3.95K | Jun 30, 26 | -15 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.91K | Jun 30, 26 | +428 | 0.02% |
| HRT FINANCIAL LP | 3.86K | Jun 30, 26 | +3.86K | 0.02% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 3.86K | Jun 30, 26 | -- | 0.02% |
| SkyOak Wealth, LLC | 3.73K | Jun 30, 26 | -- | 0.02% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.68K | Jun 30, 26 | -- | 0.02% |
| Sovereign Financial Group, Inc. | 3.66K | Jun 30, 26 | -70 | 0.02% |
| Signal Advisors Wealth, LLC | 3.53K | Jun 30, 26 | +16 | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.52K | Jun 30, 26 | +3.47K | 0.02% |
| Larson Financial Group LLC | 3.51K | Jun 30, 26 | -103 | 0.02% |
| Evanson Financial, LLC | 3.44K | Jun 30, 26 | +3.44K | 0.02% |
| Ballew Advisors, Inc | 3.39K | Jun 30, 26 | -40 | 0.02% |
| CCG WEALTH MANAGEMENT, LLC | 3.30K | Jun 30, 26 | -- | 0.02% |
| Fairvoy Private Wealth, LLC | 3.29K | Jun 30, 26 | -- | 0.02% |
| Capital Investment Advisors, LLC | 3.26K | Jun 30, 26 | +1 | 0.02% |
| WEDBUSH SECURITIES INC | 3.22K | Jun 30, 26 | -- | 0.02% |
| Cerity Partners LLC | 3.13K | Jun 30, 26 | +3.13K | 0.02% |
| Concurrent Investment Advisors, LLC | 3.12K | Jun 30, 26 | -24 | 0.02% |
| Advisory Services Network, LLC | 3.11K | Jun 30, 26 | -70 | 0.02% |
| US BANCORP \DE\ | 3.07K | Jun 30, 26 | -- | 0.02% |
| Fiduciary Alliance LLC | 3.05K | Jun 30, 26 | +6 | 0.02% |
| Adviser Investments LLC | 3.04K | Jun 30, 26 | -- | 0.02% |
| Federation des caisses Desjardins du Quebec | 3.04K | Jun 30, 26 | -2.27K | 0.02% |
| Kingsview Wealth Management, LLC | 3.03K | Jun 30, 26 | +1.01K | 0.02% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.00K | Jun 30, 26 | -- | 0.02% |
| GLENMEDE TRUST CO NA | 2.99K | Jun 30, 26 | +2.99K | 0.02% |
| Guardian Capital, LLC | 2.96K | Jun 30, 26 | -1.03K | 0.02% |
| AE Wealth Management LLC | 2.91K | Jun 30, 26 | -481 | 0.02% |
| Laurel Wealth Planning LLC | 2.85K | Jun 30, 26 | -- | 0.02% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.82K | Jun 30, 26 | -- | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.71K | Jun 30, 26 | +1 | 0.02% |
| Financial Partners Group, Inc | 2.71K | Jun 30, 26 | -- | 0.02% |
| SUMMIT WEALTH GROUP LLC / CO | 2.56K | Jun 30, 26 | +5 | 0.02% |
| Bernicke Wealth Management, Ltd. | 2.35K | Jun 30, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 2.34K | Jun 30, 26 | -442 | 0.01% |
| Aspect Partners, LLC | 2.34K | Jun 30, 26 | -- | 0.01% |
| Silver Oak Advisory Group, Inc. | 2.34K | Jun 30, 26 | -- | 0.01% |
| Cassaday & Co Wealth Management LLC | 2.33K | Jun 30, 26 | -- | 0.01% |
| PENOBSCOT WEALTH MANAGEMENT | 2.31K | Jun 30, 26 | -- | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 2.30K | Jun 30, 26 | -- | 0.01% |
| Hubbell Strickland Wealth Management, LLC | 2.28K | Jun 30, 26 | +1 | 0.01% |
| SONATA CAPITAL GROUP INC | 2.27K | Jun 30, 26 | -- | 0.01% |
| SP Asset Management LLC | 2.26K | Jun 30, 26 | +4 | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.22K | Jun 30, 26 | -- | 0.01% |
| MELFA WEALTH MANAGEMENT, LLC | 2.22K | Jun 30, 26 | -36 | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.21K | Jun 30, 26 | -387 | 0.01% |
| Private Wealth Partners, LLC | 2.20K | Jun 30, 26 | -620 | 0.01% |
| Yoder Wealth Management, Inc. | 2.19K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.19K | Jun 30, 26 | +4 | 0.01% |
| Essex LLC | 2.17K | Jun 30, 26 | -- | 0.01% |
| BURKE & HERBERT BANK & TRUST CO | 2.16K | Jun 30, 26 | -- | 0.01% |
| LEGACY FINANCIAL GROUP, INC. | 2.11K | Jun 30, 26 | -- | 0.01% |
| Planned Solutions, Inc. | 2.11K | Jun 30, 26 | -- | 0.01% |
| BRIGHTON JONES LLC | 2.08K | Jun 30, 26 | -- | 0.01% |
| Wealthstar Advisors, LLC | 2.07K | Jun 30, 26 | +135 | 0.01% |
| CERTUITY, LLC | 2.06K | Jun 30, 26 | -- | 0.01% |
| Kapstone Financial Advisors LLC | 2.05K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 2.00K | Jun 30, 26 | +7 | 0.01% |
| H&H Retirement Design & Management INC | 2.00K | Jun 30, 26 | -- | 0.01% |
| Indivisible Partners | 1.95K | Jun 30, 26 | +1.95K | 0.01% |
| COOPER/HAIMS ADVISORS, LLC | 1.93K | Jun 30, 26 | -- | 0.01% |
| Sandy Cove Advisors, LLC | 1.92K | Jun 30, 26 | -- | 0.01% |
| Clarity Wealth Advisors, LLC | 1.92K | Jun 30, 26 | -- | 0.01% |
| PRINCIPAL SECURITIES, INC. | 1.90K | Jun 30, 26 | +8 | 0.01% |
| Peachtree Investment Partners, LLC | 1.86K | Jun 30, 26 | +4 | 0.01% |
| MBA Advisors LLC | 1.84K | Jun 30, 26 | +3 | 0.01% |
| Edge Wealth Management LLC | 1.83K | Jun 30, 26 | -155 | 0.01% |
| NORTH STAR ASSET MANAGEMENT INC | 1.80K | Jun 30, 26 | -- | 0.01% |
| Perigon Wealth Management, LLC | 1.79K | Jun 30, 26 | -110 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.79K | Jun 30, 26 | -- | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.78K | Jun 30, 26 | -225 | 0.01% |
| Guided Capital Wealth Management, LLC | 1.74K | Jun 30, 26 | -- | 0.01% |
| Balentine LLC | 1.73K | Jun 30, 26 | -- | 0.01% |
| Garner Asset Management Corp | 1.70K | Jun 30, 26 | +3 | 0.01% |
| Arkadios Wealth Advisors | 1.69K | Jun 30, 26 | +1 | 0.01% |
| HANCOCK WHITNEY CORP | 1.67K | Jun 30, 26 | +1.67K | 0.01% |
| SC&H Financial Advisors, Inc. | 1.64K | Jun 30, 26 | -- | 0.01% |
| NewEdge Advisors, LLC | 1.61K | Jun 30, 26 | -3.46K | 0.01% |
| Gladstone Institutional Advisory LLC | 1.57K | Jun 30, 26 | -- | 0.01% |
| BridgePort Financial Solutions, LLC | 1.55K | Jun 30, 26 | -- | 0.01% |
| BLB&B Advisors, LLC | 1.52K | Jun 30, 26 | -50 | 0.01% |
| LAKE STREET FINANCIAL LLC | 1.51K | Jun 30, 26 | -- | 0.01% |
| Galvin, Gaustad & Stein, LLC | 1.50K | Jun 30, 26 | +3 | 0.01% |
| WBH ADVISORY INC | 1.50K | Jun 30, 26 | -- | 0.01% |
| Freestone Capital Holdings, LLC | 1.50K | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 1.48K | Jun 30, 26 | -- | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 1.46K | Jun 30, 26 | +1.46K | 0.01% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1.45K | Jun 30, 26 | -- | 0.01% |
| Main Street Research LLC | 1.45K | Jun 30, 26 | -- | 0.01% |
| FAGAN ASSOCIATES, INC. | 1.40K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 1.40K | Jun 30, 26 | +1.40K | 0.01% |
| IFP Advisors, Inc | 1.39K | Jun 30, 26 | +314 | 0.01% |
| Destination Wealth Management | 1.38K | Jun 30, 26 | -- | 0.01% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 1.38K | Jun 30, 26 | -74 | 0.01% |
| Sanctuary Advisors, LLC | 1.38K | Jun 30, 26 | -7 | 0.01% |
| Tyche Wealth Partners LLC | 1.36K | Jun 30, 26 | -- | 0.01% |
| Wedmont Private Capital | 1.36K | Jun 30, 26 | -- | 0.01% |
| Aureum Wealth Management, LLC | 1.35K | Jun 30, 26 | -- | 0.01% |
| Red Door Wealth Management, LLC | 1.32K | Jun 30, 26 | -- | 0.01% |
| Great Lakes Retirement, Inc. | 1.31K | Jun 30, 26 | -215 | 0.01% |
| Snowden Capital Advisors LLC | 1.26K | Jun 30, 26 | -- | 0.01% |
| Baker Avenue Asset Management, LP | 1.26K | Jun 30, 26 | +1.26K | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | 1.25K | Jun 30, 26 | +1.25K | 0.01% |
| LexAurum Advisors, LLC | 1.22K | Jun 30, 26 | +1.22K | 0.01% |
| Procyon Advisors, LLC | 1.21K | Jun 30, 26 | +1.21K | 0.01% |
| Princeton Global Asset Management LLC | 1.20K | Jun 30, 26 | -- | 0.01% |
| Curat Global, LLC | 1.20K | Jun 30, 26 | -750 | 0.01% |
| CENTAURUS FINANCIAL, INC. | 1.20K | Jun 30, 26 | -- | 0.01% |
| Targeted Financial Services LLC | 1.19K | Jun 30, 26 | +1.19K | 0.01% |
| HOLDERNESS INVESTMENTS CO | 1.18K | Jun 30, 26 | +1.18K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 1.17K | Jun 30, 26 | +1.17K | 0.01% |
| Sentry LLC | 1.17K | Jun 30, 26 | +1.17K | 0.01% |
| VeraBank, N.A. | 1.16K | Jun 30, 26 | -165 | 0.01% |
| Landing Point Financial Group, LLC | 1.15K | Jun 30, 26 | +1.15K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.11K | Jun 30, 26 | -91 | 0.01% |
| Accredited Investors Inc. | 1.10K | Jun 30, 26 | +1.10K | 0.01% |
| OXFORD FINANCIAL GROUP LTD | 1.08K | Jun 30, 26 | +2 | 0.01% |
| BLAIR WILLIAM & CO/IL | 915 | Jun 30, 26 | +5 | 0.01% |
| Keating Financial Advisory Services, Inc. | 877 | Jun 30, 26 | +1 | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| Integrity Financial Corp /WA | 743 | Jun 30, 26 | +1 | 0.00% |
| ASSETMARK, INC | 730 | Jun 30, 26 | -50 | 0.00% |
| Synergy Investment Management, LLC | 700 | Jun 30, 26 | -450 | 0.00% |
| Boreal Capital Management LLC | 700 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 674 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 588 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 573 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 573 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 549 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 523 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 511 | Jun 30, 26 | +1 | 0.00% |
| Continuum Advisory, LLC | 500 | Jun 30, 26 | +500 | 0.00% |
| Grove Bank & Trust | 497 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 480 | Jun 30, 26 | -- | 0.00% |
| EFG International AG | 478 | Jun 30, 26 | -- | 0.00% |
| Bangor Savings Bank | 472 | Jun 30, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 437 | Jun 30, 26 | -- | 0.00% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 400 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 387 | Jun 30, 26 | +181 | 0.00% |
| SHP Wealth Management | 366 | Jun 30, 26 | +12 | 0.00% |
| ST GERMAIN D J CO INC | 364 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 318 | Jun 30, 26 | +318 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 308 | Jun 30, 26 | +108 | 0.00% |
| AlphaCore Capital LLC | 300 | Jun 30, 26 | -- | 0.00% |
| MTM Investment Management, LLC | 270 | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 257 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 207 | Jun 30, 26 | +119 | 0.00% |
| FRANKLIN RESOURCES INC | 200 | Jun 30, 26 | -- | 0.00% |
| Glassman Wealth Services | 200 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 190 | Jun 30, 26 | -- | 0.00% |
| Three Bearings Fiduciary Advisors, Inc. | 168 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 160 | Jun 30, 26 | -- | 0.00% |
| TIAA Wealth Investment Management LLC | 160 | Jun 30, 26 | -- | 0.00% |
| West Financial Advisors, LLC | 146 | Jun 30, 26 | -- | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 133 | Jun 30, 26 | +133 | 0.00% |
| Hughes Financial Services, LLC | 126 | Jun 30, 26 | -- | 0.00% |
| HighMark Wealth Management LLC | 117 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 107 | Jun 30, 26 | +107 | 0.00% |
| Murphy & Mullick Capital Management Corp | 100 | Jun 30, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 100 | Jun 30, 26 | -- | 0.00% |
| Meramec Financial Planners, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 96 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 84 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 82 | Jun 30, 26 | +82 | 0.00% |
| Bogart Wealth, LLC | 77 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 70 | Jun 30, 26 | +70 | 0.00% |
| GAMMA Investing LLC | 66 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 64 | Jun 30, 26 | +64 | 0.00% |
| Dunhill Financial, LLC | 62 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 52 | Jun 30, 26 | -- | 0.00% |
| Piedmont Capital Management, LLC/NC | 46 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 38 | Jun 30, 26 | -- | 0.00% |
| Barnes Dennig Private Wealth Management LLC | 35 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 25 | Jun 30, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 17 | Jun 30, 26 | -- | 0.00% |
| Horizon Investments, LLC | 15 | Jun 30, 26 | -15 | 0.00% |
| Transamerica Financial Advisors, Inc. | 3 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 2 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Jun 30, 26 | -3.85K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -20 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -8 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -1 | -- |
| Atlantic Union Bankshares Corp | -- | Jun 30, 26 | -83 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -315 | -- |
| Members Trust Co | -- | Jun 30, 26 | -1.42K | -- |
| Cresset Asset Management, LLC | -- | Jun 30, 26 | -2.91K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -12.36K | -- |
| KKM Financial LLC | -- | Jun 30, 26 | -1.88K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -1.77K | -- |
| Evanson Asset Management, LLC | 3.43K | Mar 31, 26 | +7 | 0.02% |
| CWM, LLC | 2.89K | Mar 31, 26 | +118 | 0.02% |
| Reflection Asset Management | 1.78K | Mar 31, 26 | -64 | 0.01% |
| Sunbelt Securities, Inc. | 244 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 31.11K | Dec 31, 25 | +35 | 0.19% |
| CIBC Private Wealth Group, LLC | 7.64K | Dec 31, 25 | +707 | 0.05% |
| Lowe Wealth Advisors, LLC | 32.67K | Sep 30, 25 | -1.24K | 0.20% |
| BRASS TAX WEALTH MANAGEMENT, INC | 6.00K | Sep 30, 25 | -- | 0.04% |
| SYNOVUS FINANCIAL CORP | 4.55K | Sep 30, 25 | +86 | 0.03% |
| Watts Gwilliam & Co., LLC | 3.06K | Sep 30, 25 | +4 | 0.02% |
| Siligmueller & Norvid Wealth Advisors LLC | -- | Sep 30, 25 | -83.54K | -- |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | -- | Sep 30, 25 | -2.71K | -- |
| Congress Wealth Management LLC / DE / | 4.85K | Jun 30, 25 | +1 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 1.72K | Jun 30, 25 | +2 | 0.01% |
| First Horizon Advisors, Inc. | 131 | Jun 30, 25 | -5 | 0.00% |
| TrinityPoint Wealth, LLC | 18.95K | Dec 31, 24 | -994 | 0.12% |
| Gray Wealth Management Inc. | 1.84K | Dec 31, 24 | -- | 0.01% |
| PRIVATE CAPITAL MANAGEMENT LLC | 223 | Dec 31, 24 | +1 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 43.98K | Sep 30, 24 | -1.16K | 0.27% |
| RAYMOND JAMES & ASSOCIATES | 28.52K | Sep 30, 24 | -2.46K | 0.18% |
| SpiderRock Advisors, LLC | 7.60K | Sep 30, 24 | -- | 0.05% |
| RAYMOND JAMES TRUST N.A. | 4.38K | Sep 30, 24 | -- | 0.03% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 5.44K | Jun 30, 24 | -- | 0.03% |
| Relative Value Partners Group, LLC | 1.86K | Jun 30, 24 | +1.86K | 0.01% |
| Cetera Advisors LLC | 31.84K | Mar 31, 24 | +1.68K | 0.20% |
| Cetera Advisor Networks LLC | 10.42K | Mar 31, 24 | +502 | 0.06% |
| InterOcean Capital Group, LLC | 2.15K | Mar 31, 24 | -- | 0.01% |
| Retirement Group, LLC | 185 | Mar 31, 24 | -- | 0.00% |
| Credential Qtrade Securities Inc. | 50 | Mar 31, 24 | +4 | 0.00% |
| WADE G W & INC | 7.19K | Dec 31, 23 | -- | 0.04% |
| Vahanian & Associates Financial Planning Inc. | 2.60K | Dec 31, 23 | -1.05K | 0.02% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 5.49K | Sep 30, 23 | -- | 0.03% |
| TIAA, FSB | 14.34K | Jun 30, 23 | -613 | 0.09% |
| TimeScale Financial, Inc. | 7.50K | Jun 30, 23 | +19 | 0.05% |
| Kalos Management, Inc. | 5.75K | Jun 30, 23 | +457 | 0.04% |
| Baldrige Asset Management LLC | 100 | Mar 31, 23 | -- | 0.00% |
| Claraphi Advisory Network, LLC | 8.26K | Dec 31, 22 | +4.13K | 0.05% |
| Capital Directions Investment Advisors, LLC | 1.76K | Dec 31, 22 | +1.76K | 0.01% |
| Sargent Bickham Lagudis LLC | 374 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 9.12K | Sep 30, 22 | -50 | 0.06% |
| Portfolio Solutions, LLC | 4.00K | Sep 30, 22 | -- | 0.02% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.92K | Sep 30, 22 | +1.92K | 0.01% |
| FourThought Financial, LLC | 1.14K | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 11 | Sep 30, 22 | +11 | 0.00% |
| Pinnacle Private Wealth, LLC | 21.77K | Jun 30, 22 | +5.37K | 0.13% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -1.08K | -- |
| Lenox Wealth Advisors, LLC | 288 | Mar 31, 22 | +288 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 120 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 120 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 108 | Dec 31, 21 | -- | 0.00% |
| Investors Financial Group, LLC | -- | Dec 31, 21 | -3.04K | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4.24K | Sep 30, 21 | +1 | 0.03% |
| Pinnacle Wealth Advisors | 5.88K | Jun 30, 21 | +5.88K | 0.04% |
| BADGLEY PHELPS & BELL INC | 5.15K | Jun 30, 21 | +5.15K | 0.03% |
| Hoover Financial Advisors, Inc. | 738 | Jun 30, 21 | -- | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 950 | Sep 30, 20 | -- | 0.01% |
| ETRADE Capital Management LLC | -- | Sep 30, 20 | -1.32K | -- |
| Advisor Group, Inc. | 35.91K | Dec 31, 19 | -5.65K | 0.22% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 29.22K | Dec 31, 19 | -1.89K | 0.18% |
| SUNTRUST BANKS INC | 26.52K | Sep 30, 19 | +1.79K | 0.16% |
| Guidant Wealth Advisors | 20.88K | Sep 30, 19 | -48 | 0.13% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 5.41K | Sep 30, 19 | -- | 0.03% |
| Wealth & Pension Services Group, Inc. | 3.61K | Sep 30, 19 | -219 | 0.02% |
| NEXT Financial Holdings | 340 | Mar 31, 19 | +340 | 0.00% |
| Watermark Asset Management, Inc. | 26.94K | Dec 31, 18 | +512 | 0.17% |
| BREMER TRUST NATIONAL ASSOCIATION | 235 | Dec 31, 18 | +235 | 0.00% |
| Benchmark Capital Advisors | -- | Dec 31, 18 | -1.44K | -- |
| ASSET ADVISORS CORP | 43.49K | Jun 30, 18 | -1.30K | 0.27% |
| Allegis Investment Advisors, LLC | -- | Mar 31, 18 | -5.45K | -- |
| SII INVESTMENTS INC/WI | 3.14K | Dec 31, 17 | -1.55K | 0.02% |
| BB&T INVESTMENT SERVICES, INC. | 57 | Dec 31, 17 | -- | 0.00% |
| WealthShield, LLC | 4 | Dec 31, 17 | +4 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -2.83K | -- |
| Commonwealth Equity Services, Inc | 60.98K | Jun 30, 17 | +18.89K | 0.38% |
| Geneva Advisors, LLC | 3.84K | Jun 30, 17 | -120 | 0.02% |
| Virtu KCG Holdings LLC | 2.90K | Jun 30, 17 | +2.90K | 0.02% |
| WFG Advisors, LP | 400 | Jun 30, 17 | +340 | 0.00% |
| TIAA CREF TRUST CO FSB/MO | 10.87K | Mar 31, 17 | -- | 0.07% |
| MSI Financial Services Inc | 6.40K | Dec 31, 16 | +933 | 0.04% |
| J.P. Turner & Co Capital Mnagement, LLC | 7.01K | Sep 30, 15 | -283 | 0.04% |
| MID CONTINENT CAPITAL LLC/IL | 4.93K | Sep 30, 15 | -- | 0.03% |
| FutureAdvisor, Inc. | -- | Sep 30, 15 | -2.27K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 168 | Jun 30, 15 | -- | 0.00% |
| STERNE AGEE GROUP, INC. | 27.22K | Mar 31, 15 | -515 | 0.17% |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 55 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.15K | Dec 31, 14 | -80 | 0.01% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -3.87K | -- |
| UBS AG | 149.69K | Sep 30, 14 | -1.71K | 0.93% |
| 1919 Investment Counsel, LLC | 2.00K | Sep 30, 14 | -- | 0.01% |
| COMMUNITY BANK SYSTEM, INC. | -- | Sep 30, 14 | -52 | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 2.83K | Sep 30, 13 | -2.32K | 0.02% |
| First Allied Securities, Inc. | 700 | Jun 30, 12 | -- | 0.00% |
| RBC Dominion Securities Inc. | 6.44K | Dec 31, 08 | +155 | 0.04% |