iShares U.S. Telecommunications ETF(IYZ)

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iShares U.S. Telecommunications ETF(IYZ)

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$43.04—

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IYZ(IYZ)

IYZ

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Institutional Ownership

Top 300 Institutional Holders

Holder	Shares	Date	Change	% Held
Colony Group, LLC	2.93M	Jun 30, 26	+2.93M	15.63%
BANK OF AMERICA CORP /DE/	2.24M	Jun 30, 26	+453.59K	11.94%
LPL Financial LLC	2.03M	Jun 30, 26	+310.86K	10.84%
MORGAN STANLEY	1.92M	Jun 30, 26	+55.53K	10.23%
WELLS FARGO & COMPANY/MN	1.17M	Jun 30, 26	-467.86K	6.23%
MML INVESTORS SERVICES, LLC	962.93K	Jun 30, 26	+940.19K	5.13%
RAYMOND JAMES FINANCIAL INC	512.06K	Jun 30, 26	+178.59K	2.73%
MinichMacGregor Wealth Management, LLC	496.67K	Jun 30, 26	+496.67K	2.65%
CITIGROUP INC	481.51K	Jun 30, 26	-734.82K	2.57%
Advisory Services Network, LLC	480.68K	Jun 30, 26	+70.61K	2.56%
ADVISOR GROUP HOLDINGS, INC.	397.75K	Jun 30, 26	+252.20K	2.12%
ROYAL BANK OF CANADA	384.67K	Jun 30, 26	+121.90K	2.05%
Zurich Insurance Group Ltd/FI	366.09K	Jun 30, 26	-39.20K	1.95%
Camarda Financial Advisors, LLC	342.52K	Jun 30, 26	+342.52K	1.83%
Equitable Holdings, Inc.	327.16K	Jun 30, 26	+37.36K	1.74%
Prospera Financial Services Inc	325.66K	Jun 30, 26	+312.70K	1.74%
GOLDMAN SACHS GROUP INC	323.92K	Jun 30, 26	-45.41K	1.73%
UBS Group AG	249.85K	Jun 30, 26	+66.78K	1.33%
Three Seasons Wealth, LLC	249.26K	Jun 30, 26	+121.62K	1.33%
Brinker Capital Investments, LLC	248.32K	Jun 30, 26	-14.94K	1.32%
Cambridge Investment Research Advisors, Inc.	213.55K	Jun 30, 26	-128.25K	1.14%
Well Done, LLC	213.14K	Jun 30, 26	+213.14K	1.14%
BNP PARIBAS ARBITRAGE, SNC	207.44K	Jun 30, 26	-186.97K	1.11%
ADVISORTRUST PARTNERS, LLC	201.49K	Jun 30, 26	-111.89K	1.07%
Summit Financial Consulting LLC	182.67K	Jun 30, 26	-39.85K	0.97%
ALTFEST L J & CO INC	179.78K	Jun 30, 26	+49.01K	0.96%
Trek Financial, LLC	176.77K	Jun 30, 26	+176.77K	0.94%
D. E. Shaw & Co., Inc.	176.66K	Jun 30, 26	+176.66K	0.94%
Sharp Financial Services, LLC	171.28K	Jun 30, 26	+171.28K	0.91%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	163.50K	Jun 30, 26	--	0.87%
Measured Wealth Private Client Group, LLC	161.44K	Jun 30, 26	+161.44K	0.86%
Cadent Capital Advisors, LLC	153.74K	Jun 30, 26	+17.86K	0.82%
IMC-Chicago, LLC	148.02K	Jun 30, 26	+125.89K	0.79%
STIFEL FINANCIAL CORP	147.56K	Jun 30, 26	+114.42K	0.79%
CoreCap Advisors, LLC	145.98K	Jun 30, 26	+93.68K	0.78%
USA FINANCIAL FORMULAS	135.91K	Jun 30, 26	+135.91K	0.72%
Cetera Investment Advisers	132.37K	Jun 30, 26	+79.01K	0.71%
Baker Avenue Asset Management, LP	127.39K	Jun 30, 26	+323	0.68%
Tower Research Capital LLC (TRC)	118.28K	Jun 30, 26	+118.28K	0.63%
VestGen Advisors, LLC	110.39K	Jun 30, 26	-1.20K	0.59%
Integrated Advisors Network LLC	88.87K	Jun 30, 26	+88.87K	0.47%
PGIM Custom Harvest LLC	87.46K	Jun 30, 26	+1.14K	0.47%
Steward Partners Investment Advisory, LLC	85.81K	Jun 30, 26	+23.35K	0.46%
TRUIST FINANCIAL CORP	85.80K	Jun 30, 26	+3.10K	0.46%
JPMORGAN CHASE & CO	78.59K	Jun 30, 26	+1.45K	0.42%
JANE STREET GROUP, LLC	77.90K	Jun 30, 26	-39.86K	0.42%
Merit Financial Group, LLC	77.51K	Jun 30, 26	+33.41K	0.41%
CROBAN	75.84K	Jun 30, 26	-334	0.40%
INDEPENDENT FINANCIAL GROUP, LLC	75.36K	Jun 30, 26	+64.73K	0.40%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	74.60K	Jun 30, 26	+74.60K	0.40%
Destination Wealth Management	69.73K	Jun 30, 26	+643	0.37%
Quadrature Capital Ltd	66.48K	Jun 30, 26	+37.70K	0.35%
Empowered Funds, LLC	65.35K	Jun 30, 26	-9.16K	0.35%
Financial Management Professionals, Inc.	58.10K	Jun 30, 26	+681	0.31%
Sanctuary Advisors, LLC	56.12K	Jun 30, 26	+284	0.30%
CENTAURUS FINANCIAL, INC.	55.52K	Jun 30, 26	+55.52K	0.30%
Concurrent Investment Advisors, LLC	52.30K	Jun 30, 26	-1.75K	0.28%
AMERIPRISE FINANCIAL INC	50.24K	Jun 30, 26	+33.53K	0.27%
Wealthstar Advisors, LLC	49.28K	Jun 30, 26	+49.28K	0.26%
GTS SECURITIES LLC	48.25K	Jun 30, 26	+48.25K	0.26%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	48.19K	Jun 30, 26	+29.73K	0.26%
Wagner Wealth Management, Corp	47.50K	Jun 30, 26	-6.88K	0.25%
SACKS & ASSOCIATES, LLC	44.33K	Jun 30, 26	+4.76K	0.24%
BANK OF MONTREAL /CAN/	42.68K	Jun 30, 26	-2.56K	0.23%
ENVESTNET ASSET MANAGEMENT INC	42.46K	Jun 30, 26	+24.23K	0.23%
ST GERMAIN D J CO INC	42.02K	Jun 30, 26	-1.59K	0.22%
HighTower Advisors, LLC	40.42K	Jun 30, 26	+823	0.22%
LEE JOHNSON CAPITAL MANAGEMENT, LLC	40.17K	Jun 30, 26	-1.80K	0.21%
IFG Advisory, LLC	39.86K	Jun 30, 26	+39.86K	0.21%
Providence First Trust Co	37.80K	Jun 30, 26	+37.80K	0.20%
Rockefeller Capital Management L.P.	37.58K	Jun 30, 26	-1.13K	0.20%
NBT BANK N A /NY	37.28K	Jun 30, 26	-83	0.20%
CI Private Wealth, LLC	35.53K	Jun 30, 26	--	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.17K	Jun 30, 26	-25.93K	0.18%
WESPAC Advisors, LLC	33.01K	Jun 30, 26	+6.90K	0.18%
CAPTRUST FINANCIAL ADVISORS	31.31K	Jun 30, 26	+5.00K	0.17%
SHP Wealth Management	31.17K	Jun 30, 26	+3.70K	0.17%
DAVENPORT & Co LLC	30.60K	Jun 30, 26	+21.21K	0.16%
Lakeshore Capital Group, Inc.	30.53K	Jun 30, 26	-76	0.16%
Outlook Wealth Advisors, LLC	29.84K	Jun 30, 26	+29.84K	0.16%
COMPASS FINANCIAL MANAGEMENT LLC	28.65K	Jun 30, 26	+28.65K	0.15%
JONES FINANCIAL COMPANIES LLLP	28.65K	Jun 30, 26	+4.34K	0.15%
HARMONY ASSET MANAGEMENT LLC	28.46K	Jun 30, 26	+4.02K	0.15%
Fiduciary Alliance LLC	28.01K	Jun 30, 26	+28.01K	0.15%
GeoWealth Management, LLC	27.65K	Jun 30, 26	+3.10K	0.15%
Kesler, Norman & Wride, LLC	26.78K	Jun 30, 26	-1.27K	0.14%
Private Advisor Group, LLC	26.47K	Jun 30, 26	+11.89K	0.14%
Koshinski Asset Management, Inc.	25.97K	Jun 30, 26	-609	0.14%
Retirement Planning Group	25.85K	Jun 30, 26	+3.00K	0.14%
Ausdal Financial Partners, Inc.	25.19K	Jun 30, 26	+6.15K	0.13%
Balboa Wealth Partners	25.17K	Jun 30, 26	+25.17K	0.13%
Brendel Financial Advisors LLC	24.77K	Jun 30, 26	+24.77K	0.13%
Sentinus, LLC	23.60K	Jun 30, 26	+157	0.13%
MUIRFIELD WEALTH ADVISORS LLC	21.92K	Jun 30, 26	+21.92K	0.12%
Integrated Wealth Concepts LLC	21.74K	Jun 30, 26	+2.33K	0.12%
HARBOUR INVESTMENTS, INC.	20.32K	Jun 30, 26	+13.84K	0.11%
Atria Investments, Inc	20.28K	Jun 30, 26	+6.14K	0.11%
Baird Financial Group, Inc.	20.28K	Jun 30, 26	+20.28K	0.11%
Buck Wealth Strategies, LLC	19.72K	Jun 30, 26	-5.00K	0.11%
Pathstone Holdings, LLC	19.61K	Jun 30, 26	-1.15K	0.10%
XTX Topco Ltd	19.61K	Jun 30, 26	+19.61K	0.10%
Astoria Portfolio Advisors LLC.	19.59K	Jun 30, 26	+4.45K	0.10%
Nikulski Financial, Inc.	18.83K	Jun 30, 26	-23.08K	0.10%
TUDOR INVESTMENT CORP ET AL	18.53K	Jun 30, 26	+18.53K	0.10%
APS Management Group, Inc.	18.41K	Jun 30, 26	-2.32K	0.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	15.73K	Jun 30, 26	+9.20K	0.08%
FIFTH THIRD BANCORP	15.60K	Jun 30, 26	-358	0.08%
MONEY CONCEPTS CAPITAL CORP	15.31K	Jun 30, 26	+15.31K	0.08%
Clear Creek Financial Management, LLC	15.31K	Jun 30, 26	-4.30K	0.08%
KKM Financial LLC	14.98K	Jun 30, 26	-11.19K	0.08%
Snowden Capital Advisors LLC	14.45K	Jun 30, 26	-644	0.08%
HRT FINANCIAL LP	14.03K	Jun 30, 26	+14.03K	0.07%
Fundamentum, LLC	13.82K	Jun 30, 26	+1.16K	0.07%
SIMPLEX TRADING, LLC	13.70K	Jun 30, 26	+10.41K	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	13.31K	Jun 30, 26	-7.92K	0.07%
Foundations Investment Advisors, LLC	12.91K	Jun 30, 26	+12.91K	0.07%
Beacon Pointe Advisors, LLC	12.58K	Jun 30, 26	+1.13K	0.07%
Wakefield Asset Management LLLP	12.39K	Jun 30, 26	+5.11K	0.07%
Kovack Advisors, Inc.	12.34K	Jun 30, 26	+2.07K	0.07%
J.W. COLE ADVISORS, INC.	12.32K	Jun 30, 26	+12.32K	0.07%
Midwest Trust Co	11.67K	Jun 30, 26	--	0.06%
COMMERCE BANK	10.50K	Jun 30, 26	-119	0.06%
Capital Investment Advisors, LLC	10.25K	Jun 30, 26	+522	0.05%
Strengthening Families & Communities, LLC	10.14K	Jun 30, 26	+20	0.05%
FLOW TRADERS U.S. LLC	9.99K	Jun 30, 26	-17.37K	0.05%
Greenspring Advisors, LLC	9.96K	Jun 30, 26	-900	0.05%
Quantinno Capital Management LP	9.13K	Jun 30, 26	+895	0.05%
BLAIR WILLIAM & CO/IL	8.78K	Jun 30, 26	+22	0.05%
Arkadios Wealth Advisors	8.60K	Jun 30, 26	+1.30K	0.05%
Hexagon Capital Partners LLC	8.60K	Jun 30, 26	--	0.05%
Mezzasalma Advisors, LLC	8.56K	Jun 30, 26	+19	0.05%
CHICAGO TRUST Co NA	8.51K	Jun 30, 26	--	0.05%
Williams & Novak, LLC	8.37K	Jun 30, 26	--	0.04%
Narus Financial Partners, LLC	7.98K	Jun 30, 26	--	0.04%
Vigil Wealth Management, LLC	7.67K	Jun 30, 26	--	0.04%
Farther Finance Advisors, LLC	7.34K	Jun 30, 26	+4.66K	0.04%
Envestnet Portfolio Solutions, Inc.	6.79K	Jun 30, 26	+6.79K	0.04%
Advanced Asset Management Advisors Inc	6.69K	Jun 30, 26	+3	0.04%
Belpointe Asset Management LLC	6.51K	Jun 30, 26	+6.51K	0.03%
Concord Wealth Partners	6.29K	Jun 30, 26	+6.29K	0.03%
WealthCare Asset Management, LLC	6.24K	Jun 30, 26	-238.62K	0.03%
Concord Asset Management, LLC/VA	6.21K	Jun 30, 26	+6.21K	0.03%
BRIGHTON JONES LLC	6.21K	Jun 30, 26	-114	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.16K	Jun 30, 26	-3.83K	0.03%
BENJAMIN EDWARDS INC	6.09K	Jun 30, 26	+6.09K	0.03%
FOCUSED ALPHA, LLC	6.05K	Jun 30, 26	+6.05K	0.03%
Freestone Capital Holdings, LLC	5.97K	Jun 30, 26	--	0.03%
Alpine Global Management, LLC	5.96K	Jun 30, 26	+5.96K	0.03%
True Freedom Investing, LLC	5.81K	Jun 30, 26	-8.02K	0.03%
PACIFIC FINANCIAL GROUP INC	5.48K	Jun 30, 26	-168	0.03%
Mutual Advisors, LLC	5.38K	Jun 30, 26	--	0.03%
Apollon Wealth Management, LLC	5.25K	Jun 30, 26	-5.55K	0.03%
JOHNSON INVESTMENT COUNSEL INC	5.21K	Jun 30, 26	--	0.03%
Y-Intercept (Hong Kong) Ltd	5.00K	Jun 30, 26	-2.16K	0.03%
FMR LLC	4.53K	Jun 30, 26	+549	0.02%
SILVER OAK SECURITIES, INCORPORATED	4.19K	Jun 30, 26	+4.19K	0.02%
SRS Capital Advisors, Inc.	4.00K	Jun 30, 26	+3.80K	0.02%
Global Retirement Partners, LLC	3.03K	Jun 30, 26	+3.03K	0.02%
Federation des caisses Desjardins du Quebec	2.94K	Jun 30, 26	+420	0.02%
CX Institutional	2.69K	Jun 30, 26	-11.44K	0.01%
Global Trust Asset Management, LLC	2.47K	Jun 30, 26	--	0.01%
FARMERS & MERCHANTS INVESTMENTS INC	2.14K	Jun 30, 26	+2.14K	0.01%
Strategic Wealth Partners, Ltd.	1.70K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	1.70K	Jun 30, 26	-1.35K	0.01%
BlackRock, Inc.	1.67K	Jun 30, 26	+28	0.01%
Capital Advisor Network LLC	1.49K	Jun 30, 26	+1.18K	0.01%
Fourth Dimension Wealth, LLC	994	Jun 30, 26	+994	0.01%
Gen-Wealth Partners Inc	843	Jun 30, 26	+3	0.00%
Smartleaf Asset Management LLC	660	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	632	Jun 30, 26	+132	0.00%
Curat Global, LLC	526	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	500	Jun 30, 26	--	0.00%
AE Wealth Management LLC	500	Jun 30, 26	-10.20K	0.00%
Migdal Insurance & Financial Holdings Ltd.	495	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	425	Jun 30, 26	--	0.00%
First Pacific Financial	417	Jun 30, 26	+417	0.00%
Moisand Fitzgerald Tamayo, LLC	300	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	300	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	300	Jun 30, 26	+300	0.00%
MTM Investment Management, LLC	270	Jun 30, 26	--	0.00%
Regatta Research & Money Management	240	Jun 30, 26	+240	0.00%
SOUTH PLAINS FINANCIAL, INC.	215	Jun 30, 26	--	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	150	Jun 30, 26	--	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	150	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	127	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	125	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	124	Jun 30, 26	+124	0.00%
ASSETMARK, INC	115	Jun 30, 26	--	0.00%
Rossby Financial, LCC	104	Jun 30, 26	+101	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	100	Jun 30, 26	--	0.00%
Corsicana & Co.	91	Jun 30, 26	+91	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	91	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	88	Jun 30, 26	-40	0.00%
Capital Investment Advisory Services, LLC	80	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	74	Jun 30, 26	--	0.00%
Nalls Sherbakoff Group, LLC	60	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	59	Jun 30, 26	+59	0.00%
Investors Research Corp	49	Jun 30, 26	+49	0.00%
Fortis Group Advisors, LLC	45	Jun 30, 26	--	0.00%
VICTORY CAPITAL MANAGEMENT INC	41	Jun 30, 26	+41	0.00%
WHITTIER TRUST CO	37	Jun 30, 26	--	0.00%
Key Capital Management, INC	33	Jun 30, 26	+33	0.00%
Mountain Hill Investment Partners Corp.	33	Jun 30, 26	--	0.00%
Insight Inv LLC	29	Jun 30, 26	+2	0.00%
Tidemark, LLC	26	Jun 30, 26	+26	0.00%
Silver Grove Financial Group, Inc.	24	Jun 30, 26	+24	0.00%
Allspring Global Investments Holdings, LLC	23	Jun 30, 26	+23	0.00%
IFP Advisors, Inc	23	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	17	Jun 30, 26	+17	0.00%
Ritter Daniher Financial Advisory LLC / DE	17	Jun 30, 26	--	0.00%
Triumph Capital Management	2	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	--	Jun 30, 26	-125	--
Lifestyle Asset Management, Inc.	--	Jun 30, 26	-18.11K	--
Independent Advisor Alliance	--	Jun 30, 26	-371.56K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-73.61K	--
Fisher Asset Management, LLC	--	Jun 30, 26	-12.03K	--
MWA Asset Management	--	Jun 30, 26	-2.05K	--
Genesee Capital Advisors, LLC	--	Jun 30, 26	-8.37K	--
MAI Capital Management	--	Jun 30, 26	-3.00K	--
Allworth Financial LP	--	Jun 30, 26	-1.50K	--
Synergy Asset Management, LLC	--	Jun 30, 26	-17.36K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Jun 30, 26	-45.20K	--
RPS ADVISORY SOLUTIONS LLC	--	Jun 30, 26	-227.05K	--
Western Wealth Management, LLC	--	Jun 30, 26	-856	--
Pinkerton Retirement Specialists, LLC	--	Jun 30, 26	-1.75M	--
NATIONAL BANK OF CANADA /FI/	--	Jun 30, 26	-2.45K	--
Missouri Trust & Investment Co	--	Jun 30, 26	-250	--
Mariner, LLC	--	Jun 30, 26	-36.09K	--
Mirae Asset Global Investments Co., Ltd.	--	Jun 30, 26	-4.00K	--
GSA CAPITAL PARTNERS LLP	--	Jun 30, 26	-7.54K	--
Sunbelt Securities, Inc.	10.91K	Mar 31, 26	+10.38K	0.06%
CWM, LLC	3.28K	Mar 31, 26	+622	0.02%
Leo Wealth, LLC	--	Mar 31, 26	-28.42K	--
USA Financial Portformulas Corp	--	Mar 31, 26	-80.88K	--
Yeomans Consulting Group, Inc.	39.67K	Dec 31, 25	+3.52K	0.21%
Alpha Cubed Investments, LLC	26.80K	Dec 31, 25	+13.86K	0.14%
MGB Wealth Management, LLC	9.23K	Dec 31, 25	+11	0.05%
COMERICA BANK	6.08K	Dec 31, 25	-1.14K	0.03%
TUCKER ASSET MANAGEMENT LLC	719	Dec 31, 25	-159	0.00%
CIBC Private Wealth Group, LLC	153	Dec 31, 25	--	0.00%
Moloney Securities Asset Management, LLC	287.91K	Sep 30, 25	+287.91K	1.54%
EWG Elevate Inc.	142.96K	Sep 30, 25	+39.98K	0.76%
FSA Wealth Management LLC	1.47K	Sep 30, 25	+3	0.01%
Family Firm, Inc.	14.44K	Jun 30, 25	+57	0.08%
Orion Portfolio Solutions, LLC	342.90K	Mar 31, 25	-33.56K	1.83%
AlphaMark Advisors, LLC	100	Dec 31, 24	--	0.00%
WR Wealth Planners, LLC	16	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	409.84K	Sep 30, 24	+83.40K	2.19%
RAYMOND JAMES & ASSOCIATES	67.08K	Sep 30, 24	-2.64K	0.36%
FinTrust Capital Advisors, LLC	49	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	314	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-706	--
Cetera Advisors LLC	15.95K	Mar 31, 24	+15.95K	0.09%
Retirement Group, LLC	90	Mar 31, 24	--	0.00%
CREDIT SUISSE AG/	--	Mar 31, 24	-41.20K	--
Connectus Wealth, LLC	--	Mar 31, 24	-117.80K	--
Baystate Wealth Management LLC	717	Dec 31, 23	+717	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	49.30K	Sep 30, 23	-1.82K	0.26%
PATHSTONE FAMILY OFFICE, LLC	23.43K	Sep 30, 23	+23.43K	0.12%
Antonetti Capital Management LLC	10.92K	Sep 30, 23	-23	0.06%
Lumature Wealth Partners, LLC	28.34K	Jun 30, 23	+4.83K	0.15%
Veritable, L.P.	23.43K	Jun 30, 23	-12.63K	0.12%
Endurance Wealth Management, Inc.	1.12K	Jun 30, 23	-40	0.01%
Kalos Management, Inc.	121	Jun 30, 23	--	0.00%
Sargent Bickham Lagudis LLC	588	Dec 31, 22	--	0.00%
DOWLING & YAHNKE LLC	35.13K	Sep 30, 22	-7.96K	0.19%
Covington Capital Management	1.99K	Sep 30, 22	--	0.01%
American Portfolios Advisors	91	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	8.20K	Jun 30, 22	+8.20K	0.04%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	20.21K	Mar 31, 22	+12.46K	0.11%
Country Club Trust Company, n.a.	11.95K	Dec 31, 21	+11.95K	0.06%
NEXT Financial Group, Inc	870	Dec 31, 21	-18	0.00%
PagnatoKarp Partners LLC	57.34K	Mar 31, 20	+2.00K	0.31%
Osborn Williams & Donohoe LLC	--	Mar 31, 20	-16.67K	--
Advisor Group, Inc.	10.60K	Dec 31, 19	-2.30K	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.91K	Dec 31, 19	-267	0.01%
MONROE BANK & TRUST/MI	31.66K	Jun 30, 19	-517	0.17%
NEXT Financial Holdings	176	Mar 31, 19	+176	0.00%
BREMER TRUST NATIONAL ASSOCIATION	240	Dec 31, 18	+240	0.00%
Virtu KCG Holdings LLC	23.44K	Jun 30, 17	-17.36K	0.12%
Commonwealth Equity Services, Inc	13.46K	Jun 30, 17	-24	0.07%
LBA Wealth Management, LLC	565	Mar 31, 17	--	0.00%
Braver Wealth Management, LLC	96.65K	Dec 31, 16	+96.65K	0.52%
MSI Financial Services Inc	2.64K	Dec 31, 16	+293	0.01%
Argentus Capital Management, LLC	--	Dec 31, 16	-460	--
EDMOND DE ROTHSCHILD (SUISSE) S.A.	1.03K	Sep 30, 16	+1.03K	0.01%
SOCIETE GENERALE	116.69K	Jun 30, 16	+116.69K	0.62%
SIMMONS FIRST TRUST CO NA	10.07K	Dec 31, 15	+10.07K	0.05%
Pinnacle Summer Investments, Inc.	--	Dec 31, 15	-49	--
MANAGED ACCOUNT ADVISORS LLC	3.94K	Jun 30, 15	+3.94K	0.02%
BOSTON PRIVATE BANK & TRUST CO	425	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	8.31K	Dec 31, 14	-13.54K	0.04%
UBS AG	193.48K	Sep 30, 14	-9.96K	1.03%
Jane Street Holding, LLC	--	Dec 31, 13	-70.29K	--
STIFEL NICOLAUS & CO INC \MO\	54.38K	Sep 30, 13	+20.53K	0.29%
KNIGHT CAPITAL GROUP LLC	7.79K	Jun 30, 13	+7.79K	0.04%
First Allied Securities, Inc.	8.54K	Jun 30, 12	-19	0.05%
RAYTHEON CO/	727.45K	Dec 31, 10	+727.45K	3.88%
NOLLENBERGER CAPITAL PARTNERS INC	388	Dec 31, 10	--	0.00%
PEOPLES BANCORP INC	11.60K	Sep 30, 07	-100	0.06%

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Holder

Date

Change

% Held

Colony Group, LLC

2.93M

Jun 30, 26

+2.93M

15.63%

BANK OF AMERICA CORP /DE/

2.24M

Jun 30, 26

+453.59K

11.94%

LPL Financial LLC

2.03M

Jun 30, 26

+310.86K

10.84%

MORGAN STANLEY

1.92M

Jun 30, 26

+55.53K

10.23%

WELLS FARGO & COMPANY/MN

1.17M

Jun 30, 26

-467.86K

6.23%

MML INVESTORS SERVICES, LLC

962.93K

Jun 30, 26

+940.19K

5.13%

RAYMOND JAMES FINANCIAL INC

512.06K

Jun 30, 26

+178.59K

2.73%

MinichMacGregor Wealth Management, LLC

496.67K

Jun 30, 26

+496.67K

2.65%

CITIGROUP INC

481.51K

Jun 30, 26

-734.82K

2.57%

Advisory Services Network, LLC

480.68K

Jun 30, 26

+70.61K

2.56%

ADVISOR GROUP HOLDINGS, INC.

397.75K

Jun 30, 26

+252.20K

2.12%

ROYAL BANK OF CANADA

384.67K

Jun 30, 26

+121.90K

2.05%

Zurich Insurance Group Ltd/FI

366.09K

Jun 30, 26

-39.20K

1.95%

Camarda Financial Advisors, LLC

342.52K

Jun 30, 26

+342.52K

1.83%

Equitable Holdings, Inc.

327.16K

Jun 30, 26

+37.36K

1.74%

Prospera Financial Services Inc

325.66K

Jun 30, 26

+312.70K

1.74%

GOLDMAN SACHS GROUP INC

323.92K

Jun 30, 26

-45.41K

1.73%

UBS Group AG

249.85K

Jun 30, 26

+66.78K

1.33%

Three Seasons Wealth, LLC

249.26K

Jun 30, 26

+121.62K

1.33%

Brinker Capital Investments, LLC

248.32K

Jun 30, 26

-14.94K

1.32%

Cambridge Investment Research Advisors, Inc.

213.55K

Jun 30, 26

-128.25K

1.14%

Well Done, LLC

213.14K

Jun 30, 26

+213.14K

1.14%

BNP PARIBAS ARBITRAGE, SNC

207.44K

Jun 30, 26

-186.97K

1.11%

ADVISORTRUST PARTNERS, LLC

201.49K

Jun 30, 26

-111.89K

1.07%

Summit Financial Consulting LLC

182.67K

Jun 30, 26

-39.85K

0.97%

ALTFEST L J & CO INC

179.78K

Jun 30, 26

+49.01K

0.96%

Trek Financial, LLC

176.77K

Jun 30, 26

+176.77K

0.94%

D. E. Shaw & Co., Inc.

176.66K

Jun 30, 26

+176.66K

0.94%

Sharp Financial Services, LLC

171.28K

Jun 30, 26

+171.28K

0.91%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

163.50K

Jun 30, 26

0.87%

Measured Wealth Private Client Group, LLC

161.44K

Jun 30, 26

+161.44K

0.86%

Cadent Capital Advisors, LLC

153.74K

Jun 30, 26

+17.86K

0.82%

IMC-Chicago, LLC

148.02K

Jun 30, 26

+125.89K

0.79%

STIFEL FINANCIAL CORP

147.56K

Jun 30, 26

+114.42K

0.79%

CoreCap Advisors, LLC

145.98K

Jun 30, 26

+93.68K

0.78%

USA FINANCIAL FORMULAS

135.91K

Jun 30, 26

+135.91K

0.72%

Cetera Investment Advisers

132.37K

Jun 30, 26

+79.01K

0.71%

Baker Avenue Asset Management, LP

127.39K

Jun 30, 26

+323

0.68%

Tower Research Capital LLC (TRC)

118.28K

Jun 30, 26

+118.28K

0.63%

VestGen Advisors, LLC

110.39K

Jun 30, 26

-1.20K

0.59%

Integrated Advisors Network LLC

88.87K

Jun 30, 26

+88.87K

0.47%

PGIM Custom Harvest LLC

87.46K

Jun 30, 26

+1.14K

0.47%

Steward Partners Investment Advisory, LLC

85.81K

Jun 30, 26

+23.35K

0.46%

TRUIST FINANCIAL CORP

85.80K

Jun 30, 26

+3.10K

0.46%

JPMORGAN CHASE & CO

78.59K

Jun 30, 26

+1.45K

0.42%

JANE STREET GROUP, LLC

77.90K

Jun 30, 26

-39.86K

0.42%

Merit Financial Group, LLC

77.51K

Jun 30, 26

+33.41K

0.41%

CROBAN

75.84K

Jun 30, 26

-334

0.40%

INDEPENDENT FINANCIAL GROUP, LLC

75.36K

Jun 30, 26

+64.73K

0.40%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

74.60K

Jun 30, 26

+74.60K

0.40%

Destination Wealth Management

69.73K

Jun 30, 26

+643

0.37%

Quadrature Capital Ltd

66.48K

Jun 30, 26

+37.70K

0.35%

Empowered Funds, LLC

65.35K

Jun 30, 26

-9.16K

0.35%

Financial Management Professionals, Inc.

58.10K

Jun 30, 26

+681

0.31%

Sanctuary Advisors, LLC

56.12K

Jun 30, 26

+284

0.30%

CENTAURUS FINANCIAL, INC.

55.52K

Jun 30, 26

+55.52K

0.30%

Concurrent Investment Advisors, LLC

52.30K

Jun 30, 26

-1.75K

0.28%

AMERIPRISE FINANCIAL INC

50.24K

Jun 30, 26

+33.53K

0.27%

Wealthstar Advisors, LLC

49.28K

Jun 30, 26

+49.28K

0.26%

GTS SECURITIES LLC

48.25K

Jun 30, 26

+48.25K

0.26%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

48.19K

Jun 30, 26

+29.73K

0.26%

Wagner Wealth Management, Corp

47.50K

Jun 30, 26

-6.88K

0.25%

SACKS & ASSOCIATES, LLC

44.33K

Jun 30, 26

+4.76K

0.24%

BANK OF MONTREAL /CAN/

42.68K

Jun 30, 26

-2.56K

0.23%

ENVESTNET ASSET MANAGEMENT INC

42.46K

Jun 30, 26

+24.23K

0.23%

ST GERMAIN D J CO INC

42.02K

Jun 30, 26

-1.59K

0.22%

HighTower Advisors, LLC

40.42K

Jun 30, 26

+823

0.22%

LEE JOHNSON CAPITAL MANAGEMENT, LLC

40.17K

Jun 30, 26

-1.80K

0.21%

IFG Advisory, LLC

39.86K

Jun 30, 26

+39.86K

0.21%

Providence First Trust Co

37.80K

Jun 30, 26

+37.80K

0.20%

Rockefeller Capital Management L.P.

37.58K

Jun 30, 26

-1.13K

0.20%

NBT BANK N A /NY

37.28K

Jun 30, 26

-83

0.20%

CI Private Wealth, LLC

35.53K

Jun 30, 26

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.17K

Jun 30, 26

-25.93K

0.18%

WESPAC Advisors, LLC

33.01K

Jun 30, 26

+6.90K

0.18%

CAPTRUST FINANCIAL ADVISORS

31.31K

Jun 30, 26

+5.00K

0.17%

SHP Wealth Management

31.17K

Jun 30, 26

+3.70K

0.17%

DAVENPORT & Co LLC

30.60K

Jun 30, 26

+21.21K

0.16%

Lakeshore Capital Group, Inc.

30.53K

Jun 30, 26

-76

0.16%

Outlook Wealth Advisors, LLC

29.84K

Jun 30, 26

+29.84K

0.16%

COMPASS FINANCIAL MANAGEMENT LLC

28.65K

Jun 30, 26

+28.65K

0.15%

JONES FINANCIAL COMPANIES LLLP

28.65K

Jun 30, 26

+4.34K

0.15%

HARMONY ASSET MANAGEMENT LLC

28.46K

Jun 30, 26

+4.02K

0.15%

Fiduciary Alliance LLC

28.01K

Jun 30, 26

+28.01K

0.15%

GeoWealth Management, LLC

27.65K

Jun 30, 26

+3.10K

0.15%

Kesler, Norman & Wride, LLC

26.78K

Jun 30, 26

-1.27K

0.14%

Private Advisor Group, LLC

26.47K

Jun 30, 26

+11.89K

0.14%

Koshinski Asset Management, Inc.

25.97K

Jun 30, 26

-609

0.14%

Retirement Planning Group

25.85K

Jun 30, 26

+3.00K

0.14%

Ausdal Financial Partners, Inc.

25.19K

Jun 30, 26

+6.15K

0.13%

Balboa Wealth Partners

25.17K

Jun 30, 26

+25.17K

0.13%

Brendel Financial Advisors LLC

24.77K

Jun 30, 26

+24.77K

0.13%

Sentinus, LLC

23.60K

Jun 30, 26

+157

0.13%

MUIRFIELD WEALTH ADVISORS LLC

21.92K

Jun 30, 26

+21.92K

0.12%

Integrated Wealth Concepts LLC

21.74K

Jun 30, 26

+2.33K

0.12%

HARBOUR INVESTMENTS, INC.

20.32K

Jun 30, 26

+13.84K

0.11%

Atria Investments, Inc

20.28K

Jun 30, 26

+6.14K

0.11%

Baird Financial Group, Inc.

20.28K

Jun 30, 26

+20.28K

0.11%

Buck Wealth Strategies, LLC

19.72K

Jun 30, 26

-5.00K

0.11%

Pathstone Holdings, LLC

19.61K

Jun 30, 26

-1.15K

0.10%

XTX Topco Ltd

19.61K

Jun 30, 26

+19.61K

0.10%

Astoria Portfolio Advisors LLC.

19.59K

Jun 30, 26

+4.45K

0.10%

Nikulski Financial, Inc.

18.83K

Jun 30, 26

-23.08K

0.10%

TUDOR INVESTMENT CORP ET AL

18.53K

Jun 30, 26

+18.53K

0.10%

APS Management Group, Inc.

18.41K

Jun 30, 26

-2.32K

0.10%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

15.73K

Jun 30, 26

+9.20K

0.08%

FIFTH THIRD BANCORP

15.60K

Jun 30, 26

-358

0.08%

MONEY CONCEPTS CAPITAL CORP

15.31K

Jun 30, 26

+15.31K

0.08%

Clear Creek Financial Management, LLC

15.31K

Jun 30, 26

-4.30K

0.08%

KKM Financial LLC

14.98K

Jun 30, 26

-11.19K

0.08%

Snowden Capital Advisors LLC

14.45K

Jun 30, 26

-644

0.08%

HRT FINANCIAL LP

14.03K

Jun 30, 26

+14.03K

0.07%

Fundamentum, LLC

13.82K

Jun 30, 26

+1.16K

0.07%

SIMPLEX TRADING, LLC

13.70K

Jun 30, 26

+10.41K

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

13.31K

Jun 30, 26

-7.92K

0.07%

Foundations Investment Advisors, LLC

12.91K

Jun 30, 26

+12.91K

0.07%

Beacon Pointe Advisors, LLC

12.58K

Jun 30, 26

+1.13K

0.07%

Wakefield Asset Management LLLP

12.39K

Jun 30, 26

+5.11K

0.07%

Kovack Advisors, Inc.

12.34K

Jun 30, 26

+2.07K

0.07%

J.W. COLE ADVISORS, INC.

12.32K

Jun 30, 26

+12.32K

0.07%

Midwest Trust Co

11.67K

Jun 30, 26

0.06%

COMMERCE BANK

10.50K

Jun 30, 26

-119

0.06%

Capital Investment Advisors, LLC

10.25K

Jun 30, 26

+522

0.05%

Strengthening Families & Communities, LLC

10.14K

Jun 30, 26

+20

0.05%

FLOW TRADERS U.S. LLC

9.99K

Jun 30, 26

-17.37K

0.05%

Greenspring Advisors, LLC

9.96K

Jun 30, 26

-900

0.05%

Quantinno Capital Management LP

9.13K

Jun 30, 26

+895

0.05%

BLAIR WILLIAM & CO/IL

8.78K

Jun 30, 26

+22

0.05%

Arkadios Wealth Advisors

8.60K

Jun 30, 26

+1.30K

0.05%

Hexagon Capital Partners LLC

8.60K

Jun 30, 26

0.05%

Mezzasalma Advisors, LLC

8.56K

Jun 30, 26

+19

0.05%

CHICAGO TRUST Co NA

8.51K

Jun 30, 26

0.05%

Williams & Novak, LLC

8.37K

Jun 30, 26

0.04%

Narus Financial Partners, LLC

7.98K

Jun 30, 26

0.04%

Vigil Wealth Management, LLC

7.67K

Jun 30, 26

0.04%

Farther Finance Advisors, LLC

7.34K

Jun 30, 26

+4.66K

0.04%

Envestnet Portfolio Solutions, Inc.

6.79K

Jun 30, 26

+6.79K

0.04%

Advanced Asset Management Advisors Inc

6.69K

Jun 30, 26

0.04%

Belpointe Asset Management LLC

6.51K

Jun 30, 26

+6.51K

0.03%

Concord Wealth Partners

6.29K

Jun 30, 26

+6.29K

0.03%

WealthCare Asset Management, LLC

6.24K

Jun 30, 26

-238.62K

0.03%

Concord Asset Management, LLC/VA

6.21K

Jun 30, 26

+6.21K

0.03%

BRIGHTON JONES LLC

6.21K

Jun 30, 26

-114

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.16K

Jun 30, 26

-3.83K

0.03%

BENJAMIN EDWARDS INC

6.09K

Jun 30, 26

+6.09K

0.03%

FOCUSED ALPHA, LLC

6.05K

Jun 30, 26

+6.05K

0.03%

Freestone Capital Holdings, LLC

5.97K

Jun 30, 26

0.03%

Alpine Global Management, LLC

5.96K

Jun 30, 26

+5.96K

0.03%

True Freedom Investing, LLC

5.81K

Jun 30, 26

-8.02K

0.03%

PACIFIC FINANCIAL GROUP INC

5.48K

Jun 30, 26

-168

0.03%

Mutual Advisors, LLC

5.38K

Jun 30, 26

0.03%

Apollon Wealth Management, LLC

5.25K

Jun 30, 26

-5.55K

0.03%

JOHNSON INVESTMENT COUNSEL INC

5.21K

Jun 30, 26

0.03%

Y-Intercept (Hong Kong) Ltd

5.00K

Jun 30, 26

-2.16K

0.03%

FMR LLC

4.53K

Jun 30, 26

+549

0.02%

SILVER OAK SECURITIES, INCORPORATED

4.19K

Jun 30, 26

+4.19K

0.02%

SRS Capital Advisors, Inc.

4.00K

Jun 30, 26

+3.80K

0.02%

Global Retirement Partners, LLC

3.03K

Jun 30, 26

+3.03K

0.02%

Federation des caisses Desjardins du Quebec

2.94K

Jun 30, 26

+420

0.02%

CX Institutional

2.69K

Jun 30, 26

-11.44K

0.01%

Global Trust Asset Management, LLC

2.47K

Jun 30, 26

0.01%

FARMERS & MERCHANTS INVESTMENTS INC

2.14K

Jun 30, 26

+2.14K

0.01%

Strategic Wealth Partners, Ltd.

1.70K

Jun 30, 26

0.01%

AlphaCore Capital LLC

1.70K

Jun 30, 26

-1.35K

0.01%

BlackRock, Inc.

1.67K

Jun 30, 26

+28

0.01%

Capital Advisor Network LLC

1.49K

Jun 30, 26

+1.18K

0.01%

Fourth Dimension Wealth, LLC

994

Jun 30, 26

+994

0.01%

Gen-Wealth Partners Inc

843

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

660

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

632

Jun 30, 26

+132

0.00%

Curat Global, LLC

526

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

500

Jun 30, 26

0.00%

AE Wealth Management LLC

500

Jun 30, 26

-10.20K

0.00%

Migdal Insurance & Financial Holdings Ltd.

495

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

425

Jun 30, 26

0.00%

First Pacific Financial

417

Jun 30, 26

+417

0.00%

Moisand Fitzgerald Tamayo, LLC

300

Jun 30, 26

0.00%

Oakworth Capital, Inc.

300

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

300

Jun 30, 26

+300

0.00%

MTM Investment Management, LLC

270

Jun 30, 26

0.00%

Regatta Research & Money Management

240

Jun 30, 26

+240

0.00%

SOUTH PLAINS FINANCIAL, INC.

215

Jun 30, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

150

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

150

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

127

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

125

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

124

Jun 30, 26

+124

0.00%

ASSETMARK, INC

115

Jun 30, 26

0.00%

Rossby Financial, LCC

104

Jun 30, 26

+101

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

100

Jun 30, 26

0.00%

Corsicana & Co.

Jun 30, 26

+91

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-40

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

+59

0.00%

Investors Research Corp

Jun 30, 26

+49

0.00%

Fortis Group Advisors, LLC

Jun 30, 26

0.00%

VICTORY CAPITAL MANAGEMENT INC

Jun 30, 26

+41

0.00%

WHITTIER TRUST CO

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

+33

0.00%

Mountain Hill Investment Partners Corp.

Jun 30, 26

0.00%

Insight Inv LLC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

+26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+24

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

+23

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+17

0.00%

Ritter Daniher Financial Advisory LLC / DE

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Synergy Investment Management, LLC

Jun 30, 26

-125

Lifestyle Asset Management, Inc.

Jun 30, 26

-18.11K

Independent Advisor Alliance

Jun 30, 26

-371.56K

CITADEL ADVISORS LLC

Jun 30, 26

-73.61K

Fisher Asset Management, LLC

Jun 30, 26

-12.03K

MWA Asset Management

Jun 30, 26

-2.05K

Genesee Capital Advisors, LLC

Jun 30, 26

-8.37K

MAI Capital Management

Jun 30, 26

-3.00K

Allworth Financial LP

Jun 30, 26

-1.50K

Synergy Asset Management, LLC

Jun 30, 26

-17.36K

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-45.20K

RPS ADVISORY SOLUTIONS LLC

Jun 30, 26

-227.05K

Western Wealth Management, LLC

Jun 30, 26

-856

Pinkerton Retirement Specialists, LLC

Jun 30, 26

-1.75M

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

-2.45K

Missouri Trust & Investment Co

Jun 30, 26

-250

Mariner, LLC

Jun 30, 26

-36.09K

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-4.00K

GSA CAPITAL PARTNERS LLP

Jun 30, 26

-7.54K

Sunbelt Securities, Inc.

10.91K

Mar 31, 26

+10.38K

0.06%

CWM, LLC

3.28K

Mar 31, 26

+622

0.02%

Leo Wealth, LLC

Mar 31, 26

-28.42K

USA Financial Portformulas Corp

Mar 31, 26

-80.88K

Yeomans Consulting Group, Inc.

39.67K

Dec 31, 25

+3.52K

0.21%

Alpha Cubed Investments, LLC

26.80K

Dec 31, 25

+13.86K

0.14%

MGB Wealth Management, LLC

9.23K

Dec 31, 25

+11

0.05%

COMERICA BANK

6.08K

Dec 31, 25

-1.14K

0.03%

TUCKER ASSET MANAGEMENT LLC

719

Dec 31, 25

-159

0.00%

CIBC Private Wealth Group, LLC

153

Dec 31, 25

0.00%

Moloney Securities Asset Management, LLC

287.91K

Sep 30, 25

+287.91K

1.54%

EWG Elevate Inc.

142.96K

Sep 30, 25

+39.98K

0.76%

FSA Wealth Management LLC

1.47K

Sep 30, 25

0.01%

Family Firm, Inc.

14.44K

Jun 30, 25

+57

0.08%

Orion Portfolio Solutions, LLC

342.90K

Mar 31, 25

-33.56K

1.83%

AlphaMark Advisors, LLC

100

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

409.84K

Sep 30, 24

+83.40K

2.19%

RAYMOND JAMES & ASSOCIATES

67.08K

Sep 30, 24

-2.64K

0.36%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

314

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-706

Cetera Advisors LLC

15.95K

Mar 31, 24

+15.95K

0.09%

Retirement Group, LLC

Mar 31, 24

0.00%

CREDIT SUISSE AG/

Mar 31, 24

-41.20K

Connectus Wealth, LLC

Mar 31, 24

-117.80K

Baystate Wealth Management LLC

717

Dec 31, 23

+717

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

49.30K

Sep 30, 23

-1.82K

0.26%

PATHSTONE FAMILY OFFICE, LLC

23.43K

Sep 30, 23

+23.43K

0.12%

Antonetti Capital Management LLC

10.92K

Sep 30, 23

-23

0.06%

Lumature Wealth Partners, LLC

28.34K

Jun 30, 23

+4.83K

0.15%

Veritable, L.P.

23.43K

Jun 30, 23

-12.63K

0.12%

Endurance Wealth Management, Inc.

1.12K

Jun 30, 23

-40

0.01%

Kalos Management, Inc.

121

Jun 30, 23

0.00%

Sargent Bickham Lagudis LLC

588

Dec 31, 22

0.00%

DOWLING & YAHNKE LLC

35.13K

Sep 30, 22

-7.96K

0.19%

Covington Capital Management

1.99K

Sep 30, 22

0.01%

American Portfolios Advisors

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

8.20K

Jun 30, 22

+8.20K

0.04%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

20.21K

Mar 31, 22

+12.46K

0.11%

Country Club Trust Company, n.a.

11.95K

Dec 31, 21

+11.95K

0.06%

NEXT Financial Group, Inc

870

Dec 31, 21

-18

0.00%

PagnatoKarp Partners LLC

57.34K

Mar 31, 20

+2.00K

0.31%

Osborn Williams & Donohoe LLC

Mar 31, 20

-16.67K

Advisor Group, Inc.

10.60K

Dec 31, 19

-2.30K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.91K

Dec 31, 19

-267

0.01%

MONROE BANK & TRUST/MI

31.66K

Jun 30, 19

-517

0.17%

NEXT Financial Holdings

176

Mar 31, 19

+176

0.00%

BREMER TRUST NATIONAL ASSOCIATION

240

Dec 31, 18

+240

0.00%

Virtu KCG Holdings LLC

23.44K

Jun 30, 17

-17.36K

0.12%

Commonwealth Equity Services, Inc

13.46K

Jun 30, 17

-24

0.07%

LBA Wealth Management, LLC

565

Mar 31, 17

0.00%

Braver Wealth Management, LLC

96.65K

Dec 31, 16

+96.65K

0.52%

MSI Financial Services Inc

2.64K

Dec 31, 16

+293

0.01%

Argentus Capital Management, LLC

Dec 31, 16

-460

EDMOND DE ROTHSCHILD (SUISSE) S.A.

1.03K

Sep 30, 16

+1.03K

0.01%

SOCIETE GENERALE

116.69K

Jun 30, 16

+116.69K

0.62%

SIMMONS FIRST TRUST CO NA

10.07K

Dec 31, 15

+10.07K

0.05%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-49

MANAGED ACCOUNT ADVISORS LLC

3.94K

Jun 30, 15

+3.94K

0.02%

BOSTON PRIVATE BANK & TRUST CO

425

Mar 31, 15

0.00%

Placemark Investments, Inc.

8.31K

Dec 31, 14

-13.54K

0.04%

UBS AG

193.48K

Sep 30, 14

-9.96K

1.03%

Jane Street Holding, LLC

Dec 31, 13

-70.29K

STIFEL NICOLAUS & CO INC \MO\

54.38K

Sep 30, 13

+20.53K

0.29%

KNIGHT CAPITAL GROUP LLC

7.79K

Jun 30, 13

+7.79K

0.04%

First Allied Securities, Inc.

8.54K

Jun 30, 12

-19

0.05%

RAYTHEON CO/

727.45K

Dec 31, 10

+727.45K

3.88%

NOLLENBERGER CAPITAL PARTNERS INC

388

Dec 31, 10

0.00%

PEOPLES BANCORP INC

11.60K

Sep 30, 07

-100

0.06%